SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q1 2024 (March 31)948holders
4famous investors
$72.79avg. 13F price*
At the end of Q1 2024, 948 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings. The largest holders were LPL Financial LLC ($2.1B), Financial Engines Advisors L.L.C. ($1.6B) and Allworth Financial LP ($933.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $114.9M |
| Exits | 48 | $68.8M |
Ownership 948 holders
| LPL Financial LLC | 1.10% | Add +5.9% | 28,035,262 | $2.1B |
| Financial Engines Advisors L.L.C. | 3.57% | Reduce -3.6% | 21,655,399 | $1.6B |
| Allworth Financial LP | 6.59% | Add +2.5% | 12,757,730 | $933.2M |
| Ameriprise Financial Inc. | 0.16% | Add +10.5% | 7,886,328 | $576.9M |
| Horizon Investments, LLC | 14.28% | Add +10.1% | 7,436,550 | $544.0M |
| Morgan Stanley | 0.04% | Add +2.8% | 6,403,437 | $468.4M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -6.6% | 5,359,687 | $392.1M |
| Equitable Holdings, Inc. | 4.17% | Add +4.5% | 5,064,900 | $370.5M |
| JPMorgan Chase & Co. | 0.03% | Add +26.0% | 4,947,980 | $361.9M |
| Valmark Advisers, Inc. | 6.25% | Add +0.1% | 4,905,337 | $358.8M |
| HB Wealth Management, LLC | 3.71% | Add +6.1% | 4,149,394 | $294.7M |
| UBS Group AG | 0.09% | Add +1.0% | 3,681,542 | $269.3M |
| Dynasty Wealth Management, LLC | 8.37% | — | 3,589,961 | $262.6M |
| Quotient Wealth Partners, LLC | 9.02% | Add +21.9% | 3,453,540 | $252.6M |
| Bank of New York Mellon Corp | 0.05% | Add +15.5% | 3,443,203 | $251.9M |
| Bank of America Corp. | 0.02% | Reduce -22.0% | 2,984,618 | $218.3M |
| Advisory Alpha, LLC | 8.67% | Add +7.7% | 2,886,774 | $211.2M |
| Orgel Wealth Management, LLC | 5.67% | Reduce -2.6% | 2,824,671 | $206.6M |
| Private Advisor Group, LLC | 1.44% | Add +10.9% | 2,738,242 | $200.3M |
| RFG Advisory, LLC | 6.55% | Add +0.2% | 2,629,411 | $192.3M |
| Cwm, LLC | 0.86% | Add +44.5% | 2,428,034 | $177.6M |
| Osaic Holdings, Inc. | 0.38% | Reduce -31.4% | 2,335,456 | $170.8M |
| Willis Johnson & Associates, Inc. | 14.26% | Reduce -4.2% | 2,243,033 | $164.1M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Reduce -9.7% | 2,212,381 | $161.8M |
| Cetera Investment Advisers | 0.38% | Add +282.8% | 2,192,642 | $160.4M |
| FMR LLC | 0.01% | Reduce -0.6% | 2,071,162 | $151.5M |
| Townsquare Capital LLC | 2.01% | Add +3.2% | 1,878,475 | $137.4M |
| NorthRock Partners, LLC | 5.23% | Add +2.1% | 1,861,476 | $136.2M |
| Wells Fargo & Company | 0.04% | Reduce -0.8% | 1,831,414 | $134.0M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -14.9% | 1,776,352 | $129.9M |
| First National Trust Co | 5.26% | Add +16.5% | 1,771,165 | $129.6M |
| Royal Bank of Canada | 0.03% | Add +4.0% | 1,729,838 | $126.5M |
| Nicolet Advisory Services, LLC | 12.24% | Reduce -6.2% | 1,651,180 | $120.5M |
| Corient Private Wealth LP | 0.21% | Reduce -8.0% | 1,599,780 | $117.0M |
| First Command Advisory Services, Inc. | 1.13% | Add +3.9% | 1,471,299 | $107.7M |
| Focused Wealth Management, Inc | 15.98% | Add +3.5% | 1,398,968 | $102.3M |
| HighTower Advisors, LLC | 0.16% | Add +6.2% | 1,381,315 | $101.0M |
| Connecticut Wealth Management, LLC | 5.34% | Add +2.6% | 1,371,164 | $100.3M |
| KWB Wealth | 13.34% | Add +11.3% | 1,355,343 | $99.1M |
| Janney Montgomery Scott LLC | 0.28% | Add +0.2% | 1,304,794 | $95.4M |
| Black Swift Group, LLC | 23.63% | Add +11.5% | 1,287,702 | $92.2M |
| AE Wealth Management LLC | 1.04% | Reduce -28.9% | 1,259,504 | $92.1M |
| AlphaStar Capital Management, LLC | 8.90% | Reduce -6.1% | 1,183,480 | $86.6M |
| GLOBALT Investments LLC / GA | 3.44% | Reduce -4.2% | 1,179,743 | $86.3M |
| Savant Capital, LLC | 0.97% | Reduce -1.0% | 1,154,727 | $84.5M |
| Syntegra Private Wealth Group, LLC | 10.47% | Add +0.5% | 1,108,224 | $81.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -14.5% | 1,096,769 | $80.2M |
| CoreCap Advisors, LLC | 4.14% | Add +34.1% | 1,068,973 | $78.2M |
| Old National Bancorp | 1.80% | Add +0.1% | 1,036,950 | $75.9M |
| Tiaa Trust, National Association | 0.23% | Reduce -19.4% | 1,034,981 | $75.7M |
| Roberts Financial Services LLC | 14.69% | Reduce -3.5% | 983,450 | $71.9M |
| Mainstay Capital Management LLC | 13.48% | Add +1.9% | 974,809 | $71.3M |
| SCS Capital Management LLC | 1.48% | Reduce -5.0% | 951,283 | $69.6M |
| Prudential Financial Inc. | 0.10% | Add +6.5% | 939,234 | $68.7M |
| Flagship Harbor Advisors, LLC | 4.10% | Reduce -12.6% | 872,346 | $63.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.42% | Add +10.2% | 850,552 | $62.2M |
| Cannon Financial Strategists, Inc. | 11.86% | Reduce -0.7% | 824,324 | $60.3M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Add +5.7% | 792,470 | $58.0M |
| Mariner, LLC | 0.12% | Reduce -0.7% | 765,194 | $56.0M |
| Nottingham Advisors, Inc. | 6.33% | Reduce -5.2% | 707,587 | $51.8M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -1.2% | 698,851 | $51.1M |
| Compton Financial Group, LLC | 17.12% | Add +15.6% | 695,900 | $50.9M |
| Klingman & Associates, LLC | 3.65% | Reduce -5.1% | 694,399 | $50.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +9.9% | 678,649 | $49.6M |
| Raymond James & Associates | 0.03% | Add +7.2% | 674,708 | $49.4M |
| Reston Wealth Management LLC | 20.03% | Reduce -1.5% | 674,343 | $49.3M |
| Goodman Advisory Group, LLC | 15.55% | Add +9.6% | 670,433 | $49.0M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -0.1% | 656,254 | $48.0M |
| MML Investors Services, LLC | 0.20% | Add +6.0% | 655,028 | $47.9M |
| Octavia Wealth Advisors, LLC | 7.05% | Add +110.6% | 652,481 | $47.7M |
| Financial Planning & Information Services, Inc. | 7.05% | Reduce -4.7% | 641,599 | $46.9M |
| Merit Financial Group, LLC | 1.11% | Add +8.1% | 645,233 | $46.6M |
| Founders Financial Securities LLC | 4.66% | Reduce -22.8% | 606,687 | $44.4M |
| ESL Trust Services, LLC | 11.34% | Add +0.5% | 592,433 | $43.3M |
| Integrated Wealth Concepts LLC | 0.63% | Add +23.3% | 590,973 | $43.2M |
| Perennial Investment Advisors, LLC | 6.40% | Reduce -13.0% | 574,959 | $42.1M |
| Brookstone Capital Management | 0.75% | Reduce -13.1% | 571,305 | $41.8M |
| Elevation Point Wealth Partners, LLC | 3.15% | New | 561,155 | $41.0M |
| Trilogy Capital Inc. | 2.33% | Reduce -13.5% | 554,617 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +23.6% | 533,751 | $39.0M |
| Rodgers & Associates, LTD | 5.00% | Reduce -5.7% | 532,208 | $38.9M |
| Ameritas Advisory Services, LLC | 1.59% | Add +26.9% | 530,411 | $38.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 20.57% | Reduce -16.0% | 513,062 | $37.5M |
| SilverOak Wealth Management LLC | 8.97% | Add +1.5% | 493,536 | $36.1M |
| Alera Investment Advisors, LLC | 4.88% | Reduce -9.7% | 492,945 | $36.1M |
| Truefg, LLC | 13.05% | Reduce -1.1% | 486,728 | $35.6M |
| Kingsview Wealth Management, LLC | 0.87% | Add +22.0% | 475,901 | $34.8M |
| IHT Wealth Management, LLC | 1.35% | Reduce -5.7% | 461,876 | $33.8M |
| Measured Wealth Private Client Group, LLC | 11.24% | Reduce -3.1% | 440,022 | $32.2M |
| Ackerman Capital Advisors, LLC | 8.84% | Add +3.9% | 437,229 | $32.0M |
| Executive Wealth Management, LLC | 2.79% | Add +51.7% | 434,631 | $31.8M |
| Strategic Wealth Partners, Ltd. | 3.49% | Add +2.0% | 434,748 | $31.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.4% | 433,721 | $31.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.70% | Add +4.9% | 430,829 | $31.5M |
| American International Group, Inc. | 0.11% | Add +48.7% | 429,000 | $31.4M |
| Park Avenue Securities LLC | 0.39% | Add +10111.9% | 408,168 | $29.9M |
| Nicolet Bankshares Inc. | 6.18% | Reduce -3.5% | 407,563 | $29.8M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.45% | Add +0.4% | 406,204 | $29.7M |
| Winthrop Advisory Group LLC | 4.28% | Add +1311.3% | 461,676 | $29.6M |
| Signet Financial Management, LLC | 4.06% | Add +1.9% | 404,347 | $29.6M |
| Whitcomb & Hess, Inc. | 9.20% | Reduce -1.6% | 391,212 | $28.6M |
| Investments & Financial Planning, LLC | 19.47% | Reduce -0.1% | 388,355 | $28.4M |
| Riversedge Advisors, LLC | 6.77% | Add +0.1% | 375,261 | $27.5M |
| Jacobi Capital Management LLC | 2.50% | Add +5337.6% | 370,300 | $27.1M |
| Woodard & Co. Asset Management Group Inc. | 7.20% | Reduce -1.0% | 368,700 | $27.0M |
| Good Life Advisors, LLC | 2.35% | Reduce -1.2% | 361,324 | $26.4M |
| Baltimore-Washington Financial Advisors, Inc. | 1.66% | Add +6.9% | 356,817 | $26.1M |
| Hilltop Partners LLC | 9.27% | Add +170.3% | 354,760 | $26.0M |
| Beutel, Goodman & Co Ltd. | 0.13% | Reduce -5.4% | 352,552 | $25.8M |
| Convergence Financial, LLC | 10.59% | Add +0.3% | 350,756 | $25.7M |
| Prospera Financial Services Inc | 0.76% | Reduce -1.6% | 349,622 | $25.6M |
| Oarsman Capital, Inc. | 6.07% | Add +26.5% | 347,397 | $25.4M |
| Buska Wealth Management, LLC | 11.08% | — | 345,408 | $25.3M |
| Financial Advocates Investment Management | 1.46% | Add +5.7% | 343,425 | $25.1M |
| Creative Planning | 0.03% | Reduce -4.8% | 339,465 | $24.8M |
| Waverly Advisors, LLC | 0.58% | Add +100.5% | 337,707 | $24.7M |
| Keystone Financial Group | 3.59% | Add +47.9% | 335,790 | $24.6M |
| Inspirion Wealth Advisors, LLC | 3.99% | Reduce -3.3% | 330,379 | $24.2M |
| NewEdge Advisors, LLC | 0.21% | Reduce -23.0% | 324,188 | $23.7M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +4.3% | 322,232 | $23.6M |
| Destiny Capital Corp | 16.40% | Reduce -1.4% | 321,610 | $23.5M |
| Cordatus Wealth Management LLC | 17.03% | Reduce -0.7% | 321,180 | $23.5M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +32.3% | 320,951 | $23.5M |
| 9258 Wealth Management, LLC | 3.66% | Add +1.8% | 320,855 | $23.5M |
| Verus Capital Partners, LLC | 2.58% | Add +1.8% | 318,942 | $23.3M |
| Mma Asset Management LLC | 10.88% | Add +32.7% | 316,444 | $23.1M |
| Prime Capital Investment Advisors, LLC | 0.32% | Add +64.7% | 316,313 | $23.1M |
| Courier Capital LLC | 1.67% | Add +1.9% | 316,302 | $23.1M |
| Truist Financial Corp. | 0.03% | Add +3.8% | 305,690 | $22.4M |
| Clear Creek Financial Management, LLC | 2.85% | Add +1.8% | 304,014 | $22.2M |
| Western Wealth Management, LLC | 1.72% | Add +12.0% | 301,844 | $22.1M |
| Cary Street Partners Asset Management LLC | 3.36% | Reduce -11.2% | 296,581 | $21.7M |
| Cary Street Partners Investment Advisory LLC | 0.91% | Add +18.6% | 294,569 | $21.5M |
| Quest Investment Management LLC | 2.40% | Reduce -6.8% | 294,059 | $21.5M |
| CGN Advisors LLC | 2.71% | Add +16.7% | 292,093 | $21.4M |
| ERn Financial, LLC | 3.68% | Add +0.6% | 290,064 | $21.2M |
| Money Design Co.,Ltd. | 1.15% | Reduce -18.3% | 288,810 | $21.1M |
| Benjamin F. Edwards & Company, Inc. | 0.38% | Add +31.2% | 288,778 | $21.1M |
| JNBA Financial Advisors | 2.19% | Reduce -18.7% | 285,256 | $20.9M |
| WFA Asset Management Corp | 10.79% | Reduce -2.5% | 282,267 | $20.6M |
| Garrett Wealth Advisory Group, LLC | 8.44% | Add +0.7% | 281,840 | $20.6M |
| M&T Bank Corp | 0.07% | Reduce -5.4% | 279,389 | $20.4M |
| Arden Trust Co | 2.85% | Reduce -2.1% | 279,290 | $20.4M |
| Symphony Financial, Ltd. Co. | 4.66% | Add +21.9% | 273,608 | $20.0M |
| Sunburst Financial Group, LLC | 5.58% | Add +8.5% | 269,010 | $19.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +56.3% | 267,829 | $19.6M |
| Alta Wealth Advisors LLC | 9.85% | Add +4.3% | 265,027 | $19.4M |
| Balanced Wealth Group LLC | 8.61% | Add +1035.2% | 1,277,559 | $19.3M |
| Drake & Associates, LLC | 6.98% | Add +5.6% | 260,841 | $19.1M |
| Boyd Wealth Management, LLC | 10.85% | Add +105.1% | 259,816 | $19.0M |
| CCG Wealth Management, LLC | 11.34% | Add +9.5% | 257,206 | $18.8M |
| Higgins & Schmidt Wealth Strategies LLC | 13.81% | Add +1.5% | 255,920 | $18.7M |
| Horizon Wealth Management, LLC | 4.82% | Reduce -42.3% | 252,579 | $18.5M |
| Geneos Wealth Management Inc. | 0.85% | Add +7.0% | 252,331 | $18.5M |
| Waterloo Capital, L.P. | 2.34% | Add +72.6% | 249,938 | $18.3M |
| Kestra Private Wealth Services, LLC | 0.40% | Add +37.0% | 242,476 | $17.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +542.0% | 241,640 | $17.7M |
| Choice Wealth Advisors LLC | 10.68% | Reduce -5.4% | 241,068 | $17.6M |
| Kozak & Associates, Inc. | 4.64% | Reduce -3.7% | 230,774 | $17.2M |
| Diversify Advisory Services, LLC | 1.01% | — | 234,225 | $17.2M |
| Brandywine Oak Private Wealth LLC | 1.79% | Add +7.0% | 233,757 | $17.1M |
| Great Valley Advisor Group, Inc. | 0.51% | Add +5.2% | 231,066 | $16.9M |
| Hofer & Associates. Inc | 14.14% | Add +1.3% | 229,641 | $16.8M |
| Wealth Management Resources, Inc. | 4.62% | Add +2.8% | 225,547 | $16.5M |
| Vertex Planning Partners, LLC | 4.54% | Reduce -3.9% | 224,305 | $16.4M |
| Creative Financial Designs Inc. | 1.55% | Add +3756.3% | 223,360 | $16.3M |
| Vicus Capital | 1.47% | Add +6.3% | 220,619 | $16.1M |
| Florida Trust Wealth Management Co | 0.55% | Reduce -1.9% | 220,504 | $16.1M |
| First Heartland Consultants, Inc. | 1.67% | Reduce -4.5% | 219,314 | $16.0M |
| Navalign, LLC | 5.21% | Reduce -5.5% | 214,882 | $15.7M |
| Diligent Investors, LLC | 3.94% | Reduce -0.7% | 214,270 | $15.7M |
| CarsonAllaria Wealth Management, Ltd. | 9.74% | Add +14.5% | 211,771 | $15.5M |
| Buttonwood Financial Group, LLC | 9.13% | Add +96.8% | 210,946 | $15.4M |
| Carnegie Investment Counsel | 0.48% | Reduce -1.9% | 210,165 | $15.4M |
| Assetmark, Inc. | 0.05% | Add +50.6% | 204,971 | $15.0M |
| Boston Mountain Money Management Inc. | 10.23% | — | 204,205 | $14.9M |
| Wells Financial Advisors INC | 10.10% | Add +0.6% | 202,785 | $14.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.75% | Add +3628.7% | 201,833 | $14.8M |
| Prepared Retirement Institute LLC | 10.91% | Add +5.4% | 199,762 | $14.6M |
| Horizon Financial Services, LLC | 9.32% | Add +0.6% | 198,402 | $14.5M |
| Sterling Manor Financial, LLC | 10.85% | Add +5.6% | 197,463 | $14.4M |
| Harbor Group, Inc. | 3.66% | Add +4.4% | 189,611 | $13.9M |
| Optas, LLC | 3.78% | Reduce -4.6% | 189,547 | $13.9M |
| Wrapmanager Inc. | 3.83% | Add +36.7% | 188,667 | $13.8M |
| Twin Focus Capital Partners, LLC | 2.62% | Add +9.3% | 187,804 | $13.7M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -2.3% | 187,282 | $13.7M |
| CX Institutional | 0.65% | Add +36.4% | 184,603 | $13.5M |
| Tower Wealth Partners, Inc. | 8.70% | Add +1.5% | 183,259 | $13.4M |
| Millington Financial Advisors, LLC | 9.50% | Add +1.5% | 182,215 | $13.3M |
| Global Retirement Partners, LLC | 0.49% | Add +26.3% | 180,809 | $13.2M |
| Pinnacle Wealth Planning Services, Inc. | 1.90% | Add +0.2% | 177,400 | $13.0M |
| GeoWealth Management, LLC | 0.49% | Add +4329.3% | 172,122 | $12.6M |
| Atria Investments, Inc | 0.17% | Add +92.9% | 169,661 | $12.4M |
| McNaughton Wealth Management, LLC | 6.80% | Reduce -0.6% | 167,549 | $12.3M |
| Dakota Wealth Management | 0.30% | Add +13.0% | 163,685 | $12.0M |
| GHP Investment Advisors, Inc. | 0.59% | Reduce -0.7% | 163,539 | $12.0M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -7.3% | 163,419 | $12.0M |
| Avestar Capital, LLC | 1.36% | Add +77.9% | 162,586 | $11.9M |
| Oak Harvest Investment Services | 1.95% | Reduce -7.9% | 160,832 | $11.8M |
| One Capital Management, LLC | 0.43% | Reduce -57.5% | 160,213 | $11.7M |
| Citadel Advisors | 0.01% | Add +15.3% | 159,445 | $11.7M |
| Concord Wealth Partners | 2.09% | Reduce -11.0% | 158,956 | $11.6M |
| New England Capital Financial Advisors LLC | 6.56% | Reduce -0.4% | 158,935 | $11.6M |
| Sargent Investment Group, LLC | 2.55% | Reduce -3.5% | 158,724 | $11.6M |
| NewSquare Capital LLC | 1.03% | Add +1.3% | 158,509 | $11.6M |
| Retirement Financial Solutions, LLC | 5.85% | Add +7.4% | 155,532 | $11.4M |
| Optimist Retirement Group LLC | 5.84% | Reduce -7.4% | 155,476 | $11.4M |
| Summit X, LLC | 2.84% | Add +135.7% | 151,590 | $11.1M |
| Centaurus Financial, Inc. | 0.76% | Add +0.5% | 147,769 | $10.8M |
| Capital Analysts, LLC | 0.49% | Add +8.1% | 143,809 | $10.5M |
| Pecaut & Co. | 3.87% | Reduce -2.3% | 141,700 | $10.4M |
| Prairieview Wealth Partners, LLC | 9.36% | Add +2.2% | 141,061 | $10.3M |
| Magnus Financial Group LLC | 1.23% | Reduce -1.5% | 140,794 | $10.3M |
| Investors Research Corp | 2.37% | Add +3.6% | 138,827 | $10.2M |
| Financial Gravity Asset Management, Inc. | 2.81% | Reduce -92.3% | 153,622 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.80% | Add +2.6% | 135,573 | $9.9M |
| Concord Asset Management, LLC | 2.60% | Reduce -9.2% | 135,173 | $9.9M |
| Flynn Zito Capital Management, LLC | 5.07% | Add +5.5% | 134,292 | $9.8M |
| Hobart Private Capital, LLC | 2.89% | Add +114.9% | 129,408 | $9.5M |
| Fsa Wealth Partners, Inc. | 2.34% | Add +1.6% | 128,877 | $9.4M |
| Levy Wealth Management Group, LLC | 2.64% | No change | 144,588 | $9.4M |
| Sage Financial Management Group, Inc. | 4.40% | Add +1.9% | 127,131 | $9.3M |
| U.S. Capital Wealth Advisors, LLC | 0.36% | Add +31.9% | 127,061 | $9.3M |
| Confluence Investment Management LLC | 0.12% | Add +11.6% | 126,245 | $9.2M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -38.6% | 126,210 | $9.2M |
| Freedom Investment Management, Inc. | 0.74% | Add +9.1% | 126,055 | $9.2M |
| Melone Private Wealth, LLC | 5.45% | Add +0.9% | 124,182 | $9.1M |
| Advisory Services Network, LLC | 0.20% | Add +195.6% | 121,970 | $8.9M |
| Sequent Asset Management, LLC | 4.71% | Add +38.9% | 121,911 | $8.9M |
| Independent Wealth Network Inc. | 4.09% | Reduce -0.7% | 119,049 | $8.7M |
| GenWealth Group, Inc. | 2.19% | Add +2.3% | 118,888 | $8.7M |
| American Financial & Tax Strategies Inc. | 4.67% | Reduce -5.9% | 118,818 | $8.7M |
| Silver Oak Securities, Incorporated | 1.32% | Reduce -20.9% | 117,854 | $8.6M |
| Quent Capital, LLC | 1.01% | Add +2.8% | 117,651 | $8.6M |
| Probity Advisors, Inc. | 1.68% | Add +11.0% | 110,997 | $8.1M |
| Wellspring Financial Advisors, LLC | 1.27% | Reduce -1.6% | 110,229 | $8.1M |
| Tranquilli Financial Advisor LLC | 5.36% | Add +20.4% | 109,845 | $8.0M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +138.1% | 134,658 | $8.0M |
| Goldstone Financial Group, LLC | 1.83% | Add +26.1% | 109,090 | $8.0M |
| LifePlan Financial, LLC | 7.30% | Reduce -0.3% | 108,849 | $8.0M |
| Oxinas Partners, LLC | 5.12% | Reduce -3.5% | 107,873 | $7.9M |
| TAGStone Capital, Inc. | 4.60% | Add +4.2% | 107,508 | $7.9M |
| Meritage Portfolio Management | 0.50% | Reduce -6.4% | 106,126 | $7.8M |
| Apollon Financial, LLC | 2.66% | Reduce -1.7% | 105,438 | $7.7M |
| 1ST Source Bank | 0.44% | Reduce -7.3% | 103,243 | $7.6M |
| Collaborative Wealth Managment Inc. | 3.75% | Reduce -1.1% | 102,336 | $7.5M |
| AIFG Consultants Ltd. | 5.34% | Add +1099.0% | 101,290 | $7.4M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +166.7% | 100,869 | $7.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +6.7% | 100,776 | $7.4M |
| Rooted Wealth Advisors, Inc. | 3.63% | Add +1.9% | 101,164 | $7.4M |
| Asset Allocation Strategies LLC | 2.60% | Add +7.0% | 100,593 | $7.4M |
| Financial Management Professionals, Inc. | 1.05% | Reduce -0.3% | 97,750 | $7.2M |
| ICA Group Wealth Management, LLC | 1.42% | Add +3.0% | 96,805 | $7.1M |
| EverSource Wealth Advisors, LLC | 0.55% | Add +3.7% | 99,861 | $7.0M |
| Occidental Asset Management, LLC | 1.31% | Reduce -1.3% | 95,847 | $7.0M |
| Intergy Private Wealth, LLC | 2.85% | Reduce -0.3% | 94,745 | $6.9M |
| Summit Financial, LLC | 0.41% | Add +18.5% | 94,712 | $6.9M |
| Motive Wealth Advisors | 4.17% | Add +54.5% | 94,139 | $6.9M |
| Relyea Zuckerberg Hanson LLC | 1.19% | Reduce -0.4% | 93,069 | $6.8M |
| Private Trust Co. NA | 0.73% | Add +11.1% | 92,536 | $6.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +2.5% | 91,764 | $6.7M |
| IAG Wealth Partners, LLC | 1.44% | Reduce -4.9% | 91,490 | $6.7M |
| GoalVest Advisory LLC | 2.21% | Reduce -7.7% | 90,585 | $6.6M |
| Northeast Financial Consultants Inc | 0.32% | Add +9.4% | 90,451 | $6.6M |
| Harbour Investments, Inc. | 0.23% | Add +1.5% | 90,333 | $6.6M |
| Planning Capital Management Corp | 4.82% | Add +17.2% | 90,236 | $6.6M |
| PFG Private Wealth Management, LLC | 4.12% | Reduce -29.5% | 89,511 | $6.5M |
| Cobblestone Asset Management LLC | 4.43% | Add +168.5% | 89,348 | $6.5M |
| Marshall Wace, LLP | 0.01% | New | 88,200 | $6.5M |
| Compass Financial Group, Inc. | 3.42% | Reduce -0.4% | 87,812 | $6.4M |
| Regimen Wealth, LLC | 2.22% | Reduce -7.3% | 87,557 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.9% | 86,939 | $6.4M |
| Graypoint LLC | 0.45% | Reduce -0.6% | 85,386 | $6.2M |
| Key Financial Inc | 1.59% | Reduce -0.3% | 85,382 | $6.2M |
| City Center Advisors, LLC | 7.33% | — | 85,056 | $6.2M |
| Priebe Wealth Holdings LLC | 4.84% | Add +0.3% | 84,954 | $6.2M |
| Win Advisors, Inc. | 2.73% | New | 84,673 | $6.2M |
| Jane Street Group, LLC | 0.01% | New | 84,580 | $6.2M |
| Marion Wealth Management | 1.83% | Add +5.4% | 83,646 | $6.1M |
| Waller Financial Planning Group, Inc. | 1.62% | Add +16.7% | 82,975 | $6.1M |
| Connectus Wealth, LLC | 0.16% | Reduce -3.5% | 82,896 | $6.1M |
| Transcend Capital Advisors, LLC | 0.48% | Reduce -2.8% | 82,377 | $6.0M |
| Founders Capital Management | 4.05% | Add +36.9% | 82,011 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -18.7% | 81,799 | $6.0M |
| WJ Wealth Management, LLC | 2.37% | Add +60.6% | 81,577 | $6.0M |
| WealthPLAN Partners, LLC | 0.61% | Add +0.8% | 81,040 | $5.9M |
| BCS Wealth Management | 1.89% | Reduce -3.8% | 80,631 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +33.1% | 80,141 | $5.9M |
| JDM Financial Group LLC | 4.22% | Add +15.5% | 79,082 | $5.8M |
| Signal Advisors Wealth, LLC | 1.42% | Reduce -4.8% | 77,941 | $5.7M |
| Portside Wealth Group, LLC | 1.05% | Add +4.1% | 77,893 | $5.7M |
| Obsidian Personal Planning Solutions LLC | 3.71% | Reduce -18.9% | 80,283 | $5.6M |
| Cerity Partners LLC | 0.01% | Reduce -1.0% | 76,807 | $5.6M |
| Colton Groome Financial Advisors, LLC | 2.25% | Reduce -6.4% | 76,441 | $5.6M |
| Marathon Mission, Inc. | 4.39% | Add +12.4% | 76,114 | $5.6M |
| Breakwater Capital Group | 1.40% | Add +0.2% | 76,077 | $5.6M |
| Affinity Capital Advisors, LLC | 1.24% | Reduce -8.7% | 76,071 | $5.6M |
| Tobias Financial Advisors, Inc. | 1.25% | Reduce -4.1% | 75,661 | $5.5M |
| 1834 Investment Advisors Co. | 0.65% | Add +7.1% | 75,075 | $5.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -17.0% | 75,035 | $5.5M |
| One Day In July LLC | 0.73% | Reduce -4.7% | 74,789 | $5.5M |
| Tsfg, LLC | 1.37% | Add +130.2% | 74,537 | $5.5M |
| Foguth Wealth Management, LLC. | 2.91% | — | 74,350 | $5.4M |
| Dogwood Wealth Management LLC | 3.68% | Add +6.7% | 74,309 | $5.4M |
| Denver Wealth Management, Inc. | 2.76% | Reduce -2.9% | 73,890 | $5.4M |
| Captrust Financial Advisors | 0.02% | Reduce -4.2% | 72,955 | $5.3M |
| Bridgewealth Advisory Group, LLC | 2.61% | Add +641.5% | 72,903 | $5.3M |
| Two Sigma Investments, LP | 0.01% | Reduce -57.2% | 72,400 | $5.3M |
| USAdvisors Wealth Management, LLC | 1.98% | Reduce -3.8% | 71,384 | $5.2M |
| Transform Wealth, LLC | 0.50% | Reduce -2.9% | 71,532 | $5.2M |
| Auour Investments LLC | 1.93% | Reduce -0.2% | 71,372 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.60% | Add +20.1% | 70,925 | $5.2M |
| Financial Council, LLC | 3.04% | Add +6.4% | 70,293 | $5.1M |
| Beacon Bridge Wealth Partners, LLC | 2.42% | Add +32.1% | 70,120 | $5.1M |
| HRT Financial LP | 0.03% | New | 70,009 | $5.1M |
| Systematic Alpha Investments, LLC | 0.21% | No change | 70,000 | $5.1M |
| PAX Financial Group, LLC | 1.02% | Reduce -7.4% | 69,766 | $5.1M |
| Hill Island Financial LLC | 1.68% | Reduce -11.0% | 69,508 | $5.1M |
| LexAurum Advisors, LLC | 1.28% | Reduce -2.2% | 68,956 | $5.0M |
| Comerica Bank | 0.02% | Reduce -47.6% | 68,434 | $5.0M |
| Pinnacle Family Advisors, LLC | 2.66% | Add +565.0% | 68,325 | $5.0M |
| Farther Finance Advisors, LLC | 0.30% | Add +1.0% | 68,046 | $5.0M |
| Cooper Financial Group | 0.82% | Reduce -1.5% | 67,909 | $5.0M |
| Arete Wealth Advisors, LLC | 0.46% | Add +43.5% | 67,858 | $5.0M |
| Atticus Wealth Management, LLC | 1.61% | Reduce -58.0% | 67,197 | $4.9M |
| Spire Wealth Management | 0.09% | Reduce -7.9% | 66,974 | $4.9M |
| Sanchez Wealth Management Group | 1.62% | Add +12.1% | 65,269 | $4.8M |
| GTS Securities LLC | 0.13% | New | 65,121 | $4.8M |
| Banco BTG Pactual S.A. | 1.48% | Reduce -2.3% | 64,996 | $4.8M |
| Financial Futures Ltd Liability Co. | 3.15% | Reduce -18.2% | 64,866 | $4.7M |
| Moloney Securities Asset Management, LLC | 0.72% | Reduce -3.9% | 64,744 | $4.7M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +0.1% | 64,488 | $4.7M |
| Synovus Financial Corp. | 0.06% | Reduce -1.5% | 62,605 | $4.6M |
| IFP Advisors, Inc | 0.20% | Reduce -11.2% | 62,428 | $4.6M |
| Stonebrook Private Inc. | 1.33% | Add +5.8% | 62,122 | $4.5M |
| Rollins Financial Advisors, LLC | 0.85% | Reduce -5.9% | 61,876 | $4.5M |
| Capital Advisory Group Advisory Services, LLC | 2.12% | Add +1.3% | 61,143 | $4.5M |
| Larson Financial Group LLC | 0.34% | Reduce -3.5% | 60,970 | $4.5M |
| Girard Partners LTD. | 0.41% | Reduce -0.9% | 60,218 | $4.4M |
| Echo Wealth Management, LLC | 3.62% | Reduce -34.8% | 59,644 | $4.4M |
| Tidal Investments LLC | 0.07% | Add +6.3% | 59,342 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -38.5% | 59,066 | $4.3M |
| Lane & Associates LLC | 2.71% | Reduce -0.1% | 58,895 | $4.3M |
| Intrua Financial, LLC | 0.67% | Reduce -6.6% | 58,728 | $4.3M |
| Citizens Financial Group Inc. | 0.14% | Add +0.1% | 58,679 | $4.3M |
| Retirement Income Solutions, Inc. | 0.97% | Reduce -0.5% | 58,471 | $4.3M |
| Dynamic Wealth Strategies, LLC | 3.62% | Reduce -2.0% | 57,921 | $4.2M |
| Darwin Wealth Management, LLC | 1.18% | Reduce -7.6% | 57,753 | $4.2M |
| Asset Management Group, Inc. | 0.64% | Add +1.0% | 57,538 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +14.3% | 57,364 | $4.2M |
| PSI Advisors, LLC | 1.50% | Reduce -7.1% | 56,798 | $4.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -0.1% | 56,566 | $4.1M |
| Smartleaf Asset Management LLC | 0.77% | Reduce -9.4% | 54,366 | $4.0M |
| Centennial Wealth Advisory LLC | 1.80% | Add +5.3% | 53,238 | $3.9M |
| MidAtlantic Capital Management, Inc. | 3.41% | Reduce -0.1% | 53,044 | $3.9M |
| Advisor OS, LLC | 0.44% | Reduce -4.2% | 52,714 | $3.9M |
| Baker Tilly Wealth Management, LLC | 0.70% | Reduce -80.6% | 52,571 | $3.8M |
| Bristlecone Advisors, LLC | 0.34% | Add +10.0% | 52,186 | $3.8M |
| Wambolt & Associates, LLC | 1.13% | Add +8.9% | 51,536 | $3.8M |
| Avior Wealth Management, LLC | 0.17% | Add +0.1% | 50,504 | $3.7M |
| Tidemark, LLC | 2.05% | Add +161.9% | 50,221 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +21.6% | 49,685 | $3.6M |
| GPS Wealth Strategies Group, LLC | 0.57% | Reduce -27.2% | 47,816 | $3.5M |
| Modern Wealth Management, LLC | 0.32% | Add +93.7% | 47,771 | $3.5M |
| Modera Wealth Management, LLC | 0.05% | Reduce -7.2% | 47,694 | $3.5M |
| KM Capital Management Ltd. | 1.93% | Reduce -43.8% | 47,691 | $3.5M |
| Householder Group Estate & Retirement Specialist, LLC | 1.04% | Add +6.3% | 47,652 | $3.5M |
| Richard W. Paul & Associates, LLC | 1.38% | Reduce -19.4% | 47,214 | $3.5M |
| Burney Co./ | 0.13% | Add +6.5% | 47,152 | $3.4M |
| Luken Investment Analytics, LLC | 1.72% | Reduce -3.5% | 46,635 | $3.4M |
| Private Wealth Group, LLC | 1.75% | Reduce -0.1% | 46,161 | $3.4M |
| Koshinski Asset Management, Inc. | 0.34% | New | 45,929 | $3.4M |
| Sightline Wealth Advisors, LLC | 2.19% | Add +17.9% | 45,425 | $3.3M |
| Quadrant Capital Group LLC | 0.26% | No change | 44,533 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -41.3% | 44,287 | $3.2M |
| Towerpoint Wealth, LLC | 1.59% | Reduce -1.1% | 43,175 | $3.2M |
| American Trust | 0.26% | Reduce -2.6% | 43,088 | $3.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 43,066 | $3.2M |
| US Bancorp \de | 0.00% | Add +48.9% | 42,940 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +5.2% | 42,736 | $3.1M |
| GM Advisory Group, LLC | 0.22% | Add +4.5% | 42,351 | $3.1M |
| Venture Visionary Partners LLC | 0.15% | Add +10.6% | 42,169 | $3.1M |
| WealthPlan Investment Management, LLC | 0.47% | Add +35.7% | 42,072 | $3.1M |
| Gratus Wealth Advisors, LLC | 0.55% | Reduce -4.6% | 42,929 | $3.0M |
| Iowa State Bank | 0.66% | Add +1.7% | 40,762 | $3.0M |
| Focus Partners Wealth | 0.02% | Add +66.7% | 40,114 | $2.9M |
| Money Concepts Capital Corp. | 0.27% | Add +162.0% | 39,868 | $2.9M |
| Salomon & Ludwin, LLC | 0.25% | Add +16.6% | 39,353 | $2.9M |
| Coppell Advisory Solutions Corp. | 0.54% | — | 39,073 | $2.9M |
| Fragasso Financial Advisors Inc | 0.24% | Reduce -1.8% | 38,857 | $2.8M |
| Epic Trust Investment Advisors, LLC | 3.49% | Reduce -4.0% | 38,717 | $2.8M |
| Simplicity Wealth,LLC | 0.07% | Add +178.5% | 38,631 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -29.1% | 38,250 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -29.1% | 38,250 | $2.8M |
| Burke & Herbert Bank & Trust Co. | 2.06% | Add +2.6% | 37,448 | $2.7M |
| Aspen Investment Management Inc | 1.37% | Reduce -25.7% | 36,909 | $2.7M |
| WealthShield Partners, LLC | 0.43% | Reduce -3.8% | 36,584 | $2.7M |
| Partners in Financial Planning | 0.59% | Reduce -0.6% | 36,348 | $2.7M |
| RDA Financial Network | 0.90% | Add +10.3% | 35,905 | $2.6M |
| Shepherd Financial Partners LLC | 0.34% | Add +13.9% | 35,810 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.00% | New | 35,408 | $2.6M |
| Cavalier Investments, LLC | 0.94% | New | 35,168 | $2.6M |
| Wealth Advisors of Iowa, LLC | 1.56% | Reduce -0.2% | 35,062 | $2.6M |
| YHB Investment Advisors, Inc. | 0.22% | Reduce -4.8% | 34,246 | $2.5M |
| Foundations Investment Advisors, LLC | 0.07% | Add +8.4% | 34,064 | $2.5M |
| Continuum Advisory, LLC | 0.37% | Add +12.1% | 33,826 | $2.5M |
| SkyOak Wealth, LLC | 0.59% | Reduce -1.9% | 33,504 | $2.5M |
| MBM Wealth Consultants, LLC | 0.86% | Add +2.8% | 33,320 | $2.4M |
| Vance Wealth, LLC | 0.97% | Reduce -1.7% | 33,201 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Add +2.3% | 33,173 | $2.4M |
| LBMC Investment Advisors, LLC | 0.21% | Add +0.1% | 33,063 | $2.4M |
| Opal Wealth Advisors, LLC | 0.82% | Add +5.1% | 33,014 | $2.4M |
| Boulder Wealth Advisors, LLC | 1.49% | — | 32,885 | $2.4M |
| Marietta Wealth Management, LLC | 0.40% | Reduce -1.1% | 32,799 | $2.4M |
| Advisors Capital Management, LLC | 0.04% | Reduce -76.4% | 32,294 | $2.4M |
| Encompass More Asset Management | 1.95% | Reduce -49.7% | 32,184 | $2.4M |
| Lido Advisors, LLC | 0.02% | Reduce -5.4% | 32,093 | $2.3M |
| Glen Eagle Advisors, LLC | 0.45% | Add +2.3% | 32,081 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.33% | Reduce -1.3% | 32,007 | $2.3M |
| Financial Insights, Inc. | 0.67% | New | 31,997 | $2.3M |
| FCG Investment Co | 1.86% | Add +33.2% | 31,802 | $2.3M |
| Sharkey, Howes & Javer | 0.38% | Add +229.6% | 31,738 | $2.3M |
| Soltis Investment Advisors LLC | 0.26% | Add +1.8% | 31,725 | $2.3M |
| Lowery Thomas, LLC | 1.77% | Reduce -3.6% | 31,641 | $2.3M |
| BlackDiamond Wealth Management, LLC | 1.64% | New | 31,431 | $2.3M |
| Triton Wealth Management, PLLC | 1.58% | Reduce -0.6% | 32,313 | $2.3M |
| Moneco Advisors, LLC | 0.36% | Add +27.2% | 31,137 | $2.3M |
| Wrenne Financial Planning LLC | 1.68% | Reduce -32.3% | 31,044 | $2.3M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -6.1% | 31,038 | $2.3M |
| Fernwood Investment Management, LLC | 0.66% | Add +8.7% | 30,780 | $2.3M |
| BIP Wealth, LLC | 0.16% | Add +8.2% | 30,686 | $2.2M |
| N.E.W. Advisory Services LLC | 0.25% | Reduce -54.9% | 30,199 | $2.2M |
| Advance Capital Management, Inc. | 0.15% | Add +1.1% | 29,838 | $2.2M |
| Global Strategic Investment Solutions, LLC | 0.25% | Add +0.1% | 29,691 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.34% | Add +19.3% | 28,793 | $2.1M |
| WCG Wealth Advisors LLC | 0.17% | Reduce -6.3% | 28,613 | $2.1M |
| IMC-Chicago, LLC | 0.07% | Add +66.6% | 28,432 | $2.1M |
| Bank of Montreal | 0.00% | Add +486.1% | 28,220 | $2.1M |
| Valeo Financial Advisors, LLC | 0.07% | Add +1.2% | 29,253 | $2.1M |
| Sabal Trust CO | 0.12% | New | 28,130 | $2.1M |
| Blair William & Co. | 0.01% | Add +2.9% | 28,061 | $2.1M |
| Lincoln National Corp. | 0.03% | Add +20.2% | 27,694 | $2.0M |
| Nvest Financial, LLC | 1.34% | Reduce -2.0% | 27,589 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +12649.5% | 27,029 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -5.6% | 26,882 | $2.0M |
| Gibbs Wealth Management | 1.12% | — | 26,717 | $2.0M |
| Safeguard Financial, LLC | 0.64% | Reduce -2.7% | 26,641 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.35% | Add +3.3% | 27,084 | $1.9M |
| Simplex Trading, LLC | 0.06% | New | 26,299 | $1.9M |
| Norden Group LLC | 0.39% | New | 26,247 | $1.9M |
| SigFig Wealth Management, LLC | 0.07% | Add +52.6% | 26,171 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.8% | 26,091 | $1.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.0% | 25,925 | $1.9M |
| IFG Advisory, LLC | 0.14% | Add +11.4% | 25,910 | $1.9M |
| Vantage Financial Partners, LLC | 0.51% | Add +2.9% | 25,738 | $1.9M |
| Raab & Moskowitz Asset Management LLC | 0.52% | Reduce -1.6% | 25,442 | $1.9M |
| Platte River Wealth Advisors, LLC | 0.53% | Add +10.1% | 25,385 | $1.9M |
| Integrity Wealth Solutions LLC | 1.21% | Add +0.3% | 25,298 | $1.9M |
| McDonald Partners LLC | 0.51% | Reduce -4.9% | 25,153 | $1.8M |
| Mgo One Seven LLC | 0.10% | Add +50.5% | 25,081 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Reduce -7.5% | 24,850 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.52% | New | 24,742 | $1.8M |
| L.M. Kohn & Company | 0.51% | Reduce -1.9% | 24,606 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +168.1% | 24,319 | $1.8M |
| United Advisor Group, LLC | 0.66% | New | 23,839 | $1.7M |
| NorthCoast Asset Management LLC | 0.02% | Add +144.1% | 23,579 | $1.7M |
| Private Portfolio Partners LLC | 0.36% | Add +5.5% | 23,451 | $1.7M |
| WNY Asset Management, LLC | 0.26% | Add +4.6% | 23,264 | $1.7M |
| Power Wealth Management LLC | 1.07% | Add +16.5% | 23,211 | $1.7M |
| Rede Wealth, LLC | 0.71% | Reduce -0.5% | 22,997 | $1.7M |
| Coombe, Bender & Co LLC | 1.02% | Reduce -9.5% | 22,995 | $1.7M |
| Gateway Wealth Partners, LLC | 0.60% | Add +21.5% | 22,963 | $1.7M |
| Mission Wealth Management, LP | 0.04% | Add +0.3% | 22,951 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -46.3% | 22,200 | $1.6M |
| Edge Capital Group, LLC | 0.08% | Add +2.7% | 22,187 | $1.6M |
| Mitchell Sinkler & Starr | 0.41% | Reduce -29.7% | 22,170 | $1.6M |
| First Financial Corp. | 0.82% | Add +1421.5% | 22,169 | $1.6M |
| Ignite Planners, LLC | 0.45% | Reduce -15.1% | 22,126 | $1.6M |
| Independent Advisor Alliance | 0.06% | Add +112.4% | 21,854 | $1.6M |
| Interchange Capital Partners, LLC | 1.08% | Reduce -4.6% | 22,104 | $1.6M |
| Grey Street Capital, LLC | 0.22% | New | 21,785 | $1.6M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -6.3% | 21,645 | $1.6M |
| Savvy Advisors, Inc. | 0.91% | Add +228.5% | 21,533 | $1.6M |
| Empire Life Investments Inc. | 0.10% | Reduce -18.6% | 21,488 | $1.6M |
| Tradewinds, LLC. | 0.74% | — | 3,266 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -3.4% | 20,969 | $1.5M |
| Keudell/Morrison Wealth Management | 0.46% | Add +0.6% | 20,682 | $1.5M |
| AMJ Financial Wealth Management | 0.50% | Add +45.9% | 20,667 | $1.5M |
| Summit Investment Advisory Services, LLC | 0.88% | Add +5.3% | 20,421 | $1.5M |
| Curran Financial Partners, LLC | 0.52% | Reduce -2.2% | 20,245 | $1.5M |
| Better Money Decisions, LLC | 1.15% | Reduce -1.6% | 19,744 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.76% | Reduce -2.0% | 19,692 | $1.4M |
| LWM Advisory Services, LLC | 1.14% | Reduce -1.2% | 19,450 | $1.4M |
| Strategic Blueprint, LLC | 0.10% | Reduce -0.6% | 19,363 | $1.4M |
| BLB&B Advisors, LLC | 0.08% | No change | 19,226 | $1.4M |
| Turtle Creek Wealth Advisors, LLC | 0.34% | No change | 18,914 | $1.4M |
| HBW Advisory Services LLC | 0.26% | No change | 21,070 | $1.4M |
| Quadcap Wealth Management, LLC | 0.31% | Reduce -0.4% | 18,624 | $1.4M |
| Aprio Wealth Management, LLC | 0.27% | Add +5.2% | 18,617 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +118.3% | 18,590 | $1.4M |
| Betterment LLC | 0.00% | Add +6.2% | 18,477 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 18,397 | $1.3M |
| Tradewinds Capital Management, LLC | 0.37% | Reduce -93.3% | 18,354 | $1.3M |
| Pinion Investment Advisors, LLC | 0.69% | Reduce -9.7% | 18,241 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 18,212 | $1.3M |
| Three Bridge Wealth Advisors, LLC | 0.52% | No change | 18,200 | $1.3M |
| Meridian Financial Advisors, LLC | 0.99% | Add +0.6% | 18,162 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -24.8% | 17,867 | $1.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +81.8% | 17,821 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -93.6% | 17,684 | $1.3M |
| Tilson Financial Group, Inc. | 0.69% | Reduce -11.5% | 17,663 | $1.3M |
| CHURCHILL MANAGEMENT Corp | 0.02% | Reduce -7.9% | 17,457 | $1.3M |
| Perigon Wealth Management, LLC | 0.04% | New | 17,298 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -37.6% | 17,291 | $1.3M |
| McAdam, LLC | 0.08% | Add +9.7% | 17,250 | $1.3M |
| Stone Summit Wealth LLC | 0.44% | Add +3.4% | 17,214 | $1.3M |
| Kuhn & Co Investment Counsel | 1.16% | Add +0.3% | 16,905 | $1.2M |
| OneAscent Financial Services LLC | 0.14% | Add +4.6% | 16,765 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.52% | Reduce -11.1% | 16,650 | $1.2M |
| Belvedere Trading LLC | 0.09% | New | 16,394 | $1.2M |
| Benjamin Edwards Inc. | 0.23% | Add +23.4% | 16,054 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -1.5% | 16,010 | $1.2M |
| White Pine Capital LLC | 0.44% | Add +8.5% | 16,559 | $1.2M |
| Composition Wealth, LLC | 0.03% | Add +0.0% | 15,890 | $1.2M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +55.8% | 15,873 | $1.2M |
| Drive Wealth Management, LLC | 0.32% | Reduce -32.1% | 15,750 | $1.2M |
| Stephens Inc. | 0.02% | Add +8.2% | 15,691 | $1.1M |
| World Equity Group, Inc. | 0.24% | Add +22.7% | 15,659 | $1.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.63% | Add +2.6% | 15,766 | $1.1M |
| Centerpoint Advisors, LLC | 0.43% | Add +4.7% | 15,625 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.34% | Add +5.7% | 15,575 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 15,518 | $1.1M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -6.3% | 15,475 | $1.1M |
| Fidelity D & D Bancorp Inc. | 0.84% | Add +41.0% | 15,263 | $1.1M |
| WMS Partners, LLC | 0.08% | Reduce -4.6% | 15,100 | $1.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -18.1% | 15,040 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -18.9% | 14,895 | $1.1M |
| Prosperity Planning, Inc. | 0.52% | Reduce -0.6% | 14,745 | $1.1M |
| Strategic Financial Concepts, LLC | 0.26% | Reduce -27.3% | 14,717 | $1.1M |
| Privium Fund Management (UK) Ltd | 0.53% | New | 14,579 | $1.1M |
| Tempus Wealth Planning, LLC | 0.47% | New | 14,579 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +4.3% | 14,453 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.17% | Add +315.5% | 14,128 | $1.0M |
| KPP Advisory Services LLC | 0.28% | New | 13,848 | $1.0M |
| John W. Brooker & Co., CPAs | 0.54% | Add +2.1% | 13,822 | $1.0M |
| Jackson, Grant Investment Advisers, Inc. | 0.40% | Add +0.1% | 13,449 | $984K |
| Beacon Bank & Trust | 0.24% | Reduce -16.1% | 13,398 | $980K |
| MY Wealth Management Inc. | 1.08% | No change | 13,340 | $976K |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.0% | 13,801 | $973K |
| Confluence Wealth Services, Inc. | 0.09% | Add +32.5% | 13,241 | $969K |
| Lifeworks Advisors, LLC | 0.27% | Reduce -23.5% | 13,181 | $964K |
| Sunesis Advisors, LLC | 0.56% | No change | 13,074 | $956K |
| Twelve Points Wealth Management LLC | 0.35% | Reduce -0.8% | 13,034 | $953K |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.2% | 12,941 | $947K |
| Belpointe Asset Management LLC | 0.07% | Add +149.7% | 12,800 | $936K |
| Idaho Trust Co | 0.90% | New | 12,773 | $934K |
| Fingerlakes Wealth Management, Inc. | 0.90% | Reduce -1.1% | 12,773 | $934K |
| Mather Group, Llc. | 0.01% | Reduce -12.6% | 14,267 | $928K |
| Advus Financial Partners, LLC | 0.29% | Reduce -1.5% | 12,659 | $926K |
| Nwam LLC | 0.07% | Reduce -3.8% | 12,645 | $926K |
| Wellington Wealth Strategies, LLC. | 0.43% | Reduce -46.1% | 1,759 | $920K |
| Schechter Investment Advisors, LLC | 0.07% | New | 12,455 | $911K |
| Waldron Private Wealth LLC | 0.04% | No change | 12,436 | $910K |
| Sandy Spring Bank | 0.04% | Add +0.2% | 12,375 | $905K |
| Caldwell Trust Co | 0.10% | Reduce -17.9% | 12,310 | $900K |
| FirstPurpose Wealth LLC | 0.33% | Add +1.0% | 12,371 | $897K |
| Ayalon Insurance Comp Ltd. | 0.29% | No change | 12,122 | $887K |
| Gryphon Financial Partners LLC | 0.15% | Reduce -11.5% | 12,118 | $886K |
| Sovereign Financial Group, Inc. | 0.23% | Reduce -1.7% | 11,990 | $877K |
| Principal Securities, Inc. | 0.03% | Reduce -7.0% | 11,960 | $875K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -42.0% | 11,936 | $873K |
| Guardian Wealth Advisors, LLC | 0.57% | New | 11,932 | $873K |
| FC Advisory LLC | 0.32% | Reduce -0.1% | 11,861 | $868K |
| Sunbelt Securities, Inc. | 0.10% | Reduce -0.0% | 11,835 | $866K |
| Certified Advisory Corp | 0.12% | No change | 11,831 | $865K |
| Redwood Investment Management, LLC | 0.08% | Reduce -95.8% | 11,675 | $854K |
| River Street Advisors LLC | 0.57% | Add +2.6% | 11,579 | $847K |
| AQR Capital Management | 0.00% | New | 11,574 | $847K |
| Signaturefd, LLC | 0.02% | Add +16.2% | 11,561 | $846K |
| MKT Advisors LLC | 0.46% | Add +160.1% | 11,614 | $842K |
| Stevens Capital Partners | 0.50% | Add +20.1% | 11,430 | $836K |
| InterOcean Capital Group, LLC | 0.02% | No change | 11,216 | $820K |
| Kingswood Wealth Advisors, LLC | 0.09% | Reduce -15.3% | 11,114 | $813K |
| Lantz Financial LLC | 0.26% | Reduce -9.5% | 11,073 | $810K |
| PFG Advisors | 0.06% | Reduce -1.1% | 10,962 | $802K |
| TFB Advisors LLC | 0.29% | Add +21.2% | 11,361 | $796K |
| Plante Moran Financial Advisors, LLC | 0.09% | Reduce -0.9% | 10,843 | $793K |
| SFG Wealth Management, LLC. | 0.47% | Reduce -6.0% | 10,824 | $792K |
| Castleview Partners, LLC | 0.44% | Add +0.8% | 10,808 | $791K |
| Summit Trail Advisors, LLC | 0.02% | No change | 10,749 | $786K |
| DGS Capital Management, LLC | 0.22% | Add +6.1% | 10,699 | $783K |
| Visionary Wealth Advisors | 0.05% | Add +22.4% | 10,500 | $768K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +34.0% | 10,387 | $760K |
| FreeGulliver LLC | 0.67% | New | 10,290 | $753K |
| 626 Financial, LLC | 0.44% | Reduce -2.3% | 9,920 | $726K |
| Lwmg, LLC | 0.17% | No change | 9,864 | $722K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +3.4% | 9,805 | $717K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -96.6% | 9,748 | $713K |
| Schrum Private Wealth Management LLC | 0.64% | Add +5.4% | 9,676 | $708K |
| Brio Consultants, LLC | 0.12% | Reduce -1.1% | 9,427 | $690K |
| Willner & Heller, LLC | 0.67% | Add +0.1% | 9,261 | $677K |
| Fiduciary Alliance LLC | 0.12% | Reduce -11.0% | 9,134 | $669K |
| Dagco, Inc. | 0.30% | Reduce -84.7% | 9,040 | $661K |
| CWA Asset Management Group, LLC | 0.04% | Add +0.2% | 8,933 | $653K |
| Latitude Advisors, LLC | 0.41% | New | 8,914 | $652K |
| Laurel Wealth Advisors LLC | 0.11% | Add +0.2% | 8,899 | $651K |
| Imprint Wealth LLC | 0.16% | Add +2.7% | 8,883 | $651K |
| First National Bank of Omaha | 0.04% | Reduce -16.8% | 8,067 | $648K |
| Iron Horse Wealth Management, LLC | 0.25% | Reduce -35.5% | 8,798 | $644K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -21.3% | 8,634 | $632K |
| Elevated Capital Advisors, LLC | 0.18% | Add +100.1% | 8,601 | $629K |
| Alpha DNA Investment Management LLC | 0.34% | New | 8,587 | $628K |
| Crescent Sterling, Ltd. | 0.57% | Reduce -0.6% | 8,554 | $626K |
| Focus Financial Network, Inc. | 0.03% | — | 8,889 | $625K |
| One Charles Private Wealth Services, LLC | 0.27% | Reduce -0.5% | 8,524 | $624K |
| Retirement Planning Group, LLC | 0.05% | Add +17.8% | 8,515 | $623K |
| Tyler-Stone Wealth Management | 0.28% | Add +12.1% | 8,515 | $623K |
| Wallington Asset Management, LLC | 0.10% | Add +56.3% | 8,465 | $619K |
| Csenge Advisory Group | 0.03% | Add +35.1% | 8,434 | $617K |
| Redwood Financial Network Corp | 0.53% | Reduce -6.0% | 8,346 | $611K |
| TrinityPoint Wealth, LLC | 0.10% | Add +12.4% | 8,285 | $606K |
| Diversified, LLC | 0.08% | Add +120.4% | 8,227 | $602K |
| Tradition Wealth Management, LLC | 0.06% | Add +472.4% | 8,157 | $597K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -5.0% | 8,130 | $595K |
| Spotlight Asset Group, Inc. | 0.41% | No change | 7,782 | $569K |
| Calton & Associates, Inc. | 0.28% | Reduce -0.6% | 7,772 | $568K |
| WealthTrust Asset Management, LLC | 0.43% | New | 7,767 | $568K |
| Compound Planning, Inc. | 0.05% | Add +37.9% | 7,682 | $562K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.8% | 7,667 | $561K |
| Venturi Wealth Management, LLC | 0.04% | Add +2.8% | 7,539 | $551K |
| Fox Financial, Inc | 0.50% | Add +0.1% | 7,493 | $548K |
| Citigroup Inc. | 0.00% | Reduce -48.4% | 7,401 | $541K |
| Aviso Wealth Management | 0.34% | Reduce -10.4% | 7,367 | $539K |
| Angeles Wealth Management, LLC | 0.05% | Reduce -57.4% | 7,354 | $538K |
| Essex Financial Services, Inc. | 0.05% | Reduce -12.6% | 7,308 | $535K |
| Mach-1 Financial Group, LLC | 0.41% | Reduce -7.7% | 7,296 | $534K |
| Altman Advisors, Inc. | 0.26% | Add +0.1% | 7,219 | $529K |
| Hiley Hunt Wealth Management | 0.35% | Add +0.0% | 7,230 | $529K |
| Community Bank, N.A. | 0.07% | Reduce -5.5% | 7,209 | $527K |
| Ellevest, Inc. | 0.03% | No change | 7,204 | $527K |
| Texas Yale Capital Corp. | 0.02% | No change | 7,184 | $526K |
| Principle Wealth Partners LLC | 0.04% | Add +18.1% | 7,132 | $522K |
| Arcadia Wealth Management, LLC | 0.32% | Add +13.4% | 6,444 | $519K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -28.2% | 7,096 | $519K |
| McClarren Financial Advisors, Inc. | 0.37% | Reduce -2.1% | 7,089 | $519K |
| NBT Bank, N.A. | 0.04% | Add +2999.1% | 7,035 | $515K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.4% | 7,030 | $514K |
| Solutions 4 Wealth, Ltd | 1.44% | Add +12.9% | 7,002 | $512K |
| NBW Capital LLC | 0.10% | Reduce -2.8% | 6,997 | $512K |
| Glenmede Trust Co. NA | 0.00% | Reduce -16.8% | 6,948 | $508K |
| Vawter Financial, Ltd. | 0.37% | Add +0.5% | 6,919 | $506K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -4.2% | 6,918 | $506K |
| Fifth Third Securities, Inc. | 0.05% | Add +1.2% | 6,804 | $498K |
| Eagle Strategies LLC | 0.11% | Reduce -97.1% | 6,801 | $498K |
| Permanens Capital L.P. | 0.06% | Add +0.7% | 6,799 | $497K |
| Tennessee Valley Asset Management Partners | 0.12% | Add +14.9% | 6,652 | $487K |
| Warren Street Wealth Advisors, LLC | 0.24% | Reduce -4.1% | 6,642 | $486K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.20% | Add +94.0% | 6,599 | $483K |
| Wallace Advisory Group, LLC | 0.36% | Reduce -12.2% | 7,409 | $482K |
| Somerset Trust Co | 0.20% | Reduce -0.9% | 6,577 | $481K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.9% | 6,563 | $480K |
| Sigma Planning Corp | 0.01% | Add +64.8% | 6,539 | $478K |
| Accurate Wealth Management, LLC | 0.14% | Add +7.5% | 6,871 | $472K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.4% | 6,434 | $471K |
| MAI Capital Management | 0.00% | Add +18.9% | 6,434 | $471K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -4.9% | 6,395 | $468K |
| Moors & Cabot, Inc. | 0.03% | Add +21.5% | 6,344 | $464K |
| Commonwealth Financial Services, LLC | 0.11% | No change | 6,958 | $453K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -8.1% | 6,121 | $448K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.1% | 6,113 | $447K |
| Procyon Advisors, LLC | 0.03% | Add +60.7% | 6,086 | $445K |
| Prostatis Group LLC | 0.17% | Reduce -13.6% | 6,039 | $442K |
| Sei Investments Co. | 0.00% | Add +20.1% | 6,013 | $440K |
| United Community Bank | 0.17% | No change | 5,992 | $438K |
| Ballast Advisors LLC | 0.15% | Reduce -4.5% | 5,986 | $438K |
| Alpha Cubed Investments, LLC | 0.02% | Add +2.2% | 5,975 | $437K |
| Fisher Asset Management | 0.00% | Add +52.6% | 5,862 | $429K |
| Delta Financial Group, Inc. | 0.13% | No change | 5,833 | $427K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.3% | 5,831 | $427K |
| RMR Wealth Builders | 0.05% | New | 5,817 | $426K |
| Smith Anglin Financial, LLC | 0.04% | No change | 5,800 | $424K |
| Lanark Financial, Inc. | 0.04% | Reduce -0.3% | 5,771 | $422K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 5,718 | $418K |
| Balentine LLC | 0.01% | Add +36.1% | 5,657 | $414K |
| Callan Capital, LLC | 0.04% | No change | 5,648 | $413K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +9.9% | 5,646 | $413K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 5,612 | $411K |
| Financial Management Network Inc. | 0.10% | Reduce -30.4% | 5,579 | $401K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Add +5.3% | 5,435 | $398K |
| Stiles Financial Services Inc | 0.16% | Add +22.2% | 5,399 | $395K |
| Fiduciary Trust Co | 0.01% | No change | 5,358 | $392K |
| Cahaba Wealth Management, Inc. | 0.04% | No change | 5,338 | $390K |
| Bremer Bank National Association | 0.07% | Reduce -7.9% | 5,302 | $388K |
| McDonough Capital Management, Inc | 0.31% | Reduce -0.9% | 5,284 | $387K |
| Traphagen Investment Advisors LLC | 0.04% | Add +0.3% | 5,269 | $385K |
| Benedetti & Gucer, Inc. | 0.19% | Reduce -5.6% | 5,216 | $382K |
| Fiduciary Group, LLC | 0.04% | Add +17.5% | 5,194 | $380K |
| EPG Wealth Management LLC | 0.09% | Add +0.1% | 5,183 | $379K |
| Fusion Capital, LLC | 0.17% | Reduce -6.6% | 5,146 | $376K |
| Swmg, LLC | 0.17% | Add +8.7% | 5,144 | $376K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +43.2% | 5,132 | $375K |
| Acorn Wealth Advisors, LLC | 0.19% | No change | 5,101 | $373K |
| HUB Investment Partners, LLC | 0.02% | No change | 5,051 | $369K |
| EWG Elevate Inc. | 0.14% | New | 5,041 | $369K |
| Accel Wealth Management | 0.16% | New | 5,022 | $367K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 4,981 | $364K |
| Realta Investment Advisors | 0.07% | Reduce -0.4% | 4,948 | $362K |
| Ballast, Inc. | 0.11% | Add +0.6% | 4,911 | $359K |
| Raymond James Trust N.A. | 0.01% | Add +24.4% | 4,894 | $358K |
| Arrow Financial Corp | 0.04% | Reduce -20.8% | 4,842 | $354K |
| JT Stratford LLC | 0.07% | Add +3.5% | 4,817 | $352K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -4.2% | 4,810 | $352K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $351K |
| 360 Financial, Inc. | 0.14% | Reduce -13.2% | 4,783 | $350K |
| Founders Financial Alliance, LLC | 0.10% | Add +23.6% | 4,735 | $346K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 4,715 | $345K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.2% | 4,713 | $345K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -7.7% | 4,700 | $344K |
| Tactive Advisors, LLC | 0.18% | New | 4,600 | $336K |
| Eagle Global Advisors LLC | 0.02% | Add +3.4% | 4,590 | $336K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +1.4% | 4,585 | $335K |
| SteelPeak Wealth, LLC | 0.02% | Add +7.0% | 4,551 | $333K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Reduce -11.9% | 4,549 | $332K |
| Americana Partners, LLC | 0.03% | No change | 4,505 | $330K |
| Empower Advisory Group, LLC | 0.00% | Add +14.8% | 4,448 | $325K |
| Heritage Wealth Management, Inc. | 0.32% | Reduce -5.8% | 4,417 | $323K |
| Capstone Wealth Management Group, LLC | 0.23% | Reduce -1.6% | 4,391 | $321K |
| Bill Few Associates, Inc. | 0.13% | Reduce -4.7% | 4,391 | $321K |
| Advisor Resource Council | 0.13% | Reduce -96.0% | 4,886 | $318K |
| OmniStar Financial Group, Inc. | 0.29% | New | 4,310 | $315K |
| Paladin Advisory Group, LLC | 0.25% | Reduce -4.8% | 4,275 | $313K |
| Moseley Investment Management Inc. | 0.15% | Reduce -18.1% | 4,251 | $311K |
| Abbot Financial Management, Inc. | 0.17% | Reduce -1.7% | 4,250 | $311K |
| FFT Wealth Management LLC | 0.03% | Reduce -99.2% | 4,219 | $309K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -0.1% | 4,212 | $308K |
| PFG Investments, LLC | 0.02% | New | 4,204 | $308K |
| Financial Consulate, Inc. | 0.09% | Add +0.0% | 4,204 | $307K |
| Apeiron RIA LLC | 0.09% | Add +0.1% | 4,138 | $303K |
| Retirement Solution LLC | 0.08% | Add +0.1% | 4,127 | $302K |
| Cibc World Market Inc. | 0.00% | Reduce -4.3% | 4,083 | $299K |
| Tandem Capital Management Corp. | 0.17% | New | 4,085 | $299K |
| J. W. Coons Advisors, LLC | 0.05% | Reduce -0.1% | 4,070 | $298K |
| Sonata Capital Group Inc. | 0.14% | No change | 4,055 | $297K |
| Greenleaf Trust | 0.00% | Add +1.3% | 4,059 | $297K |
| Global Financial Private Client, LLC | 0.13% | Add +11.8% | 4,034 | $296K |
| Eclectic Associates Inc. | 0.13% | Reduce -4.1% | 3,987 | $292K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | No change | 3,946 | $289K |
| FWG Investments, LLC. | 0.31% | Add +0.1% | 3,947 | $289K |
| Tucker Asset Management LLC | 0.07% | New | 3,944 | $289K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 3,913 | $286K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.0% | 3,911 | $286K |
| New Covenant Trust Company, N.A. | 0.28% | — | 3,869 | $283K |
| ETF Store, Inc. | 0.16% | New | 3,867 | $283K |
| Ballentine Partners, LLC | 0.01% | Reduce -32.2% | 3,865 | $283K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,824 | $280K |
| Dohj, LLC | 0.07% | Add +0.1% | 3,776 | $276K |
| Able Wealth Management LLC | 0.24% | Reduce -3.1% | 3,769 | $276K |
| Flagship Private Wealth, LLC | 0.18% | Reduce -0.3% | 3,765 | $275K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 3,750 | $274K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,739 | $274K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -33.1% | 3,728 | $273K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -5.6% | 3,704 | $271K |
| Proquility Private Wealth Partners, LLC | 0.09% | New | 3,667 | $268K |
| SageView Advisory Group, LLC | 0.01% | Reduce -21.1% | 10,469 | $268K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,659 | $268K |
| Snider Financial Group | 0.11% | Reduce -0.9% | 3,654 | $267K |
| Van Leeuwen & Company, LLC | 0.13% | Reduce -10.6% | 3,600 | $263K |
| Bleakley Financial Group, LLC | 0.01% | Add +8.9% | 3,586 | $262K |
| Insight Wealth Strategies, LLC | 0.04% | New | 3,563 | $261K |
| AFS Financial Group, LLC | 1.09% | No change | 3,541 | $259K |
| Sage Mountain Advisors LLC | 0.03% | Add +72.5% | 3,470 | $254K |
| Coordinated Financial Services, Inc. | 0.22% | — | 3,457 | $253K |
| Olistico Wealth, LLC | 0.18% | No change | 3,445 | $252K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 3,432 | $251K |
| Synergy Asset Management, LLC | 0.04% | New | 3,414 | $250K |
| FSB Premier Wealth Management, Inc. | 0.11% | New | 3,331 | $244K |
| RBA Wealth Management, LLC | 0.10% | Add +1.9% | 3,316 | $243K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.8% | 3,236 | $235K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,216 | $235K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 3,212 | $235K |
| Forum Financial Management, LP | 0.00% | Reduce -22.0% | 3,197 | $234K |
| AlphaMark Advisors, LLC | 0.08% | Add +12.2% | 3,170 | $232K |
| Gainplan LLC | 0.11% | Reduce -25.1% | 3,155 | $231K |
| Concentric Wealth Management, LLC | 0.06% | Add +0.0% | 3,113 | $228K |
| Solano Wealth Management, Inc. | 0.13% | No change | 3,080 | $225K |
| Formidable Asset Management, LLC | 0.04% | New | 3,031 | $222K |
| Warner Financial, Inc. | 0.11% | New | 3,012 | $220K |
| Valued Retirements, Inc. | 0.35% | New | 3,004 | $220K |
| Samalin Investment Counsel, LLC | 0.10% | New | 2,989 | $219K |
| Investment Partners, LTD. | 0.10% | New | 2,980 | $218K |
| Cedar Brook Financial Partners, LLC | 0.04% | New | 2,932 | $214K |
| First National Corp. /Ma/ | 0.05% | No change | 3,295 | $214K |
| Etfidea, LLC | 0.07% | New | 2,921 | $214K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -10.9% | 2,915 | $213K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,893 | $212K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,861 | $209K |
| Gill Capital Partners, LLC | 0.08% | New | 2,936 | $206K |
| Key Client Fiduciary Advisors, LLC | 0.11% | New | 2,811 | $206K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -8.0% | 2,809 | $206K |
| Level Four Advisory Services, LLC | 0.01% | No change | 3,121 | $203K |
| Sage Rhino Capital LLC | 0.05% | New | 2,771 | $203K |
| Evanson Asset Management, LLC | 0.01% | New | 2,752 | $201K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -16.8% | 2,733 | $200K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | New | 2,730 | $200K |
| Old Second National Bank of Aurora | 0.05% | Reduce -0.5% | 2,632 | $193K |
| Northwest Capital Management Inc | 0.06% | Add +3.2% | 2,543 | $186K |
| University of Texas/Texas Am Investment Management Co. | 0.05% | No change | 2,859 | $186K |
| Clear Point Advisors Inc. | 0.14% | Add +0.1% | 2,405 | $176K |
| Raleigh Capital Management Inc. | 0.07% | No change | 2,300 | $168K |
| Spectrum Wealth Counsel, LLC | 0.02% | Add +14.3% | 2,285 | $167K |
| Parallel Advisors, LLC | 0.00% | No change | 2,164 | $158K |
| Private Ocean, LLC | 0.02% | Reduce -60.3% | 2,163 | $158K |
| Avion Wealth | 0.04% | Reduce -14.3% | 2,109 | $155K |
| Vima LLC | 0.18% | Reduce -17.9% | 2,771 | $153K |
| Cambridge Trust Co. | 0.01% | No change | 1,950 | $143K |
| Colonial Trust Co / SC | 0.03% | Reduce -3.7% | 1,923 | $141K |
| Scarborough Advisors, LLC | 0.06% | Reduce -94.8% | 1,878 | $137K |
| Rothschild Investment LLC | 0.01% | Add +476.3% | 1,873 | $137K |
| Partnership Wealth Management, LLC | 0.10% | Add +0.2% | 1,865 | $136K |
| MGB Wealth Management, LLC | 0.06% | No change | 1,855 | $136K |
| Morling Financial Advisors, LLC | 0.07% | No change | 1,781 | $130K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,780 | $130K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $125K |
| NFSG Corp | 0.05% | Reduce -59.8% | 1,611 | $118K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,600 | $117K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $111K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 1,463 | $107K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -6.7% | 1,401 | $103K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -10.8% | 1,400 | $102K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,339 | $98K |
| Front Row Advisors LLC | 0.04% | New | 1,330 | $97K |
| National Bank of Canada | 0.00% | Add +386.7% | 1,314 | $96K |
| Fairman Group, LLC | 0.09% | No change | 1,250 | $91K |
| Sound Income Strategies, LLC | 0.01% | Reduce -16.9% | 1,219 | $89K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $87K |
| Future Financial Wealth Managment LLC | 0.07% | New | 1,163 | $85K |
| Headlands Technologies LLC | 0.02% | Add +132.8% | 1,134 | $83K |
| Coston, McIsaac & Partners | 0.03% | Reduce -30.4% | 1,131 | $82K |
| Beacon Capital Management, LLC | 0.02% | Add +1788.1% | 1,114 | $81K |
| CENTRAL TRUST Co | 0.00% | No change | 1,093 | $80K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,088 | $80K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $73K |
| Barclays PLC | 0.00% | No change | 1,000 | $73K |
| Sawyer & Company, Inc | 0.03% | Reduce -27.0% | 972 | $71K |
| RE Dickinson Investment Advisors, LLC | 0.04% | Add +41.2% | 967 | $71K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 970 | $71K |
| Halpern Financial, Inc. | 0.02% | Reduce -84.0% | 945 | $69K |
| Whittier Trust Co. | 0.00% | No change | 904 | $66K |
| Providence Capital Advisors, LLC | 0.01% | No change | 883 | $65K |
| Truvestments Capital LLC | 0.02% | No change | 857 | $63K |
| Grand Wealth Management, LLC | 0.03% | No change | 846 | $62K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -73.2% | 772 | $56K |
| Salem Investment Counselors Inc. | 0.00% | Add +2446.7% | 764 | $56K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $55K |
| Ancora Advisors LLC | 0.00% | Add +4.7% | 740 | $54K |
| Stephens Consulting, LLC | 0.02% | No change | 720 | $53K |
| Gen-Wealth Partners Inc | 0.03% | — | 700 | $51K |
| Highline Wealth Partners LLC | 0.02% | Add +93.3% | 692 | $51K |
| Bogart Wealth, LLC | 0.00% | Add +4.8% | 680 | $50K |
| City Holding Co. | 0.01% | No change | 680 | $50K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 625 | $46K |
| Woodmont Investment Counsel LLC | 0.00% | New | 600 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 600 | $44K |
| Caitlin John, LLC | 0.03% | Reduce -98.5% | 517 | $38K |
| Retirement Group, LLC | 0.01% | No change | 500 | $37K |
| Clearstead Advisors, LLC | 0.00% | No change | 484 | $36K |
| Pineridge Advisors LLC | 0.01% | No change | 472 | $35K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 468 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $33K |
| Princeton Global Asset Management LLC | 0.01% | No change | 430 | $31K |
| Crewe Advisors LLC | 0.00% | New | 386 | $28K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -65.5% | 379 | $28K |
| Main Street Group, LTD | 0.01% | Add +437.1% | 376 | $28K |
| Family Asset Management, LLC | 0.02% | Add +0.3% | 371 | $27K |
| SJS Investment Consulting Inc. | 0.01% | New | 354 | $26K |
| Northwest Investment Counselors, LLC | 0.01% | New | 350 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 347 | $25K |
| New Republic Capital, LLC | 0.02% | No change | 346 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 345 | $25K |
| Costello Asset Management, INC | 0.02% | Add +29.2% | 345 | $25K |
| Blue Trust, Inc. | 0.00% | New | 333 | $24K |
| Integrity Financial Corp | 0.02% | No change | 331 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 336 | $24K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -7.8% | 320 | $23K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 300 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 330 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $21K |
| Colonial Trust Advisors | 0.00% | Reduce -70.7% | 284 | $21K |
| MCF Advisors LLC | 0.00% | No change | 283 | $21K |
| Janiczek Wealth Management, LLC | 0.00% | Add +22.6% | 271 | $20K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 265 | $19K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 253 | $19K |
| Global Assets Advisory, LLC | 0.01% | New | 250 | $18K |
| Nvwm, LLC | 0.01% | No change | 250 | $18K |
| TCTC Holdings, LLC | 0.00% | New | 230 | $17K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 220 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 217 | $16K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $16K |
| Gradient Investments LLC | 0.00% | Reduce -90.3% | 208 | $15K |
| Element Wealth, LLC | 0.01% | No change | 200 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 200 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 190 | $14K |
| HM Payson & Co. | 0.00% | Reduce -44.0% | 188 | $14K |
| Abound Wealth Management | 0.00% | Reduce -81.4% | 166 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 160 | $12K |
| Arax Advisory Partners | 0.00% | Reduce -32.3% | 151 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 150 | $11K |
| Deutsche Bank AG | 0.00% | Reduce -40.0% | 150 | $11K |
| Horizons Wealth Management | 0.01% | No change | 158 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 135 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 125 | $9K |
| Pacific Center for Financial Services | 0.00% | No change | 120 | $9K |
| Bangor Savings Bank | 0.00% | No change | 101 | $7K |
| Penserra Capital Management LLC | 0.00% | New | 106 | $7K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $7K |
| Breakwater Investment Management | 0.00% | — | 88 | $6K |
| Robinswood Financial LLC | 0.00% | Reduce -34.6% | 85 | $6K |
| Hartford Financial Management Inc. | 0.00% | New | 85 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 84 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 78 | $6K |
| Operose Advisors LLC | 0.00% | New | 73 | $5K |
| TD Capital Management LLC | 0.00% | No change | 59 | $4K |
| M&R Capital Management Inc. | 0.00% | Reduce -98.6% | 58 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 57 | $4K |
| West Branch Capital LLC | 0.00% | No change | 56 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 55 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +1.9% | 55 | $4K |
| Ransom Advisory, Ltd | 0.00% | — | 50 | $4K |
| Macroview Investment Management LLC | 0.00% | Add +83.3% | 44 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 35 | $3K |
| Roble, Belko & Company, Inc | 0.00% | No change | 47 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 37 | $3K |
| Aspire Private Capital, LLC | 0.00% | New | 36 | $3K |
| Bokf, NA | 0.00% | No change | 28 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -68.0% | 24 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 23 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 21 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 18 | $1K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | No change | 16 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| Lindbrook Capital, LLC | 0.00% | No change | 15 | $1K |
| Tompkins Financial Corp. | 0.00% | New | 11 | $805 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 6 | $422 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $366 |
| Manchester Capital Management LLC | 0.00% | New | 4 | $293 |
| Cutler Group LLC / CA | 0.00% | Reduce -99.9% | 2 | $0 |
"% of holder's portfolio" is SPYG's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Growth ETF the manager owns.