SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q2 2024 (June 30)1,022holders +74
108new positions
40sold out
4famous investors
$79.53avg. 13F price*
At the end of Q2 2024, 1,022 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 74 from Q1 2024. 108 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($2.4B), Financial Engines Advisors L.L.C. ($1.7B) and Allworth Financial LP ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 (Q2 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $146.8M |
| Exits | 40 | $83.9M |
All 13F filers, Q1 2024 → Q2 2024: 30,990,976 shares bought and 10,394,165 shares sold, net +20,596,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| LPL Financial LLC | 1.20% | Add +7.2% | 30,048,719 | $2.4B |
| Financial Engines Advisors L.L.C. | 3.74% | Reduce -2.9% | 21,024,066 | $1.7B |
| Allworth Financial LP | 6.65% | Add +1.3% | 12,927,544 | $1.0B |
| Envestnet Asset Management Inc. | 0.34% | Add +125.1% | 12,065,732 | $966.8M |
| Ameriprise Financial Inc. | 0.16% | Reduce -4.9% | 7,496,465 | $600.8M |
| Morgan Stanley | 0.04% | Add +9.2% | 6,994,292 | $560.5M |
| Horizon Investments, LLC | 13.66% | Reduce -17.1% | 6,165,144 | $494.0M |
| Equitable Holdings, Inc. | 4.66% | Add +9.0% | 5,520,730 | $442.4M |
| JPMorgan Chase & Co. | 0.03% | Add +1.9% | 5,039,643 | $403.8M |
| Valmark Advisers, Inc. | 6.17% | Reduce -7.6% | 4,531,264 | $363.1M |
| HB Wealth Management, LLC | 4.00% | Add +6.2% | 4,407,041 | $342.3M |
| UBS Group AG | 0.09% | Add +0.2% | 3,689,734 | $295.7M |
| Dynasty Wealth Management, LLC | 8.22% | Reduce -3.1% | 3,478,989 | $278.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +208.8% | 3,386,857 | $271.4M |
| Quotient Wealth Partners, LLC | 9.37% | Reduce -3.3% | 3,340,951 | $267.7M |
| Bank of America Corp. | 0.03% | Add +9.4% | 3,265,040 | $261.6M |
| Advisory Alpha, LLC | 10.11% | Add +10.9% | 3,200,240 | $256.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -10.8% | 3,072,222 | $246.2M |
| Private Advisor Group, LLC | 1.52% | Add +3.5% | 2,834,365 | $227.1M |
| Orgel Wealth Management, LLC | 5.96% | Reduce -2.5% | 2,753,481 | $220.6M |
| RFG Advisory, LLC | 6.93% | Add +0.9% | 2,654,166 | $212.7M |
| Townsquare Capital LLC | 2.86% | Add +39.4% | 2,617,634 | $209.8M |
| Raymond James Financial Services Advisors, Inc. | 0.29% | Add +14.5% | 2,533,805 | $203.0M |
| Savant Capital, LLC | 2.02% | Add +117.6% | 2,512,342 | $201.3M |
| Osaic Holdings, Inc. | 0.47% | Add +6.9% | 2,497,011 | $200.1M |
| Cetera Investment Advisers | 0.45% | Add +11.9% | 2,454,089 | $196.6M |
| Willis Johnson & Associates, Inc. | 15.15% | Add +2.8% | 2,305,384 | $184.7M |
| Clark Capital Management Group, Inc. | 1.33% | Add +58789.4% | 2,251,931 | $180.4M |
| Cwm, LLC | 0.81% | Reduce -11.9% | 2,139,472 | $171.4M |
| FMR LLC | 0.01% | Reduce -1.3% | 2,045,063 | $163.9M |
| NorthRock Partners, LLC | 5.93% | Add +5.5% | 1,964,424 | $157.4M |
| Wells Fargo & Company | 0.04% | Add +3.0% | 1,886,835 | $151.2M |
| Royal Bank of Canada | 0.04% | Add +8.4% | 1,875,648 | $150.3M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -2.0% | 1,741,288 | $139.5M |
| Nicolet Advisory Services, LLC | 13.08% | Reduce -1.7% | 1,623,805 | $136.6M |
| Mainstay Capital Management LLC | 22.85% | Add +66.6% | 1,624,030 | $130.1M |
| First National Trust Co | 5.15% | Reduce -11.8% | 1,561,715 | $125.1M |
| Corient Private Wealth LP | 0.21% | Reduce -4.7% | 1,525,065 | $122.2M |
| First Command Advisory Services, Inc. | 1.26% | Add +2.8% | 1,511,848 | $121.2M |
| HighTower Advisors, LLC | 0.18% | Add +6.4% | 1,470,221 | $117.8M |
| Focused Wealth Management, Inc | 16.67% | Add +1.0% | 1,412,604 | $113.2M |
| Connecticut Wealth Management, LLC | 5.71% | Add +0.7% | 1,380,272 | $110.6M |
| Black Swift Group, LLC | 25.52% | Add +7.0% | 1,377,588 | $110.4M |
| AE Wealth Management LLC | 1.10% | Add +9.1% | 1,373,725 | $110.1M |
| Janney Montgomery Scott LLC | 0.33% | Add +3.0% | 1,344,233 | $107.7M |
| Kestra Investment Management, LLC | 7.21% | — | 1,321,854 | $105.9M |
| CoreCap Advisors, LLC | 10.21% | Add +14.7% | 1,225,780 | $98.2M |
| KWB Wealth | 13.31% | Reduce -2.4% | 1,322,689 | $96.8M |
| AlphaStar Capital Management, LLC | 8.41% | Reduce -4.1% | 1,135,055 | $91.0M |
| Syntegra Private Wealth Group, LLC | 11.35% | Add +0.5% | 1,114,193 | $89.3M |
| Old National Bancorp | 1.99% | Add +1.5% | 1,052,285 | $84.3M |
| Prudential Financial Inc. | 0.12% | Add +6.2% | 997,870 | $80.0M |
| Tiaa Trust, National Association | 0.25% | Reduce -4.0% | 993,768 | $79.6M |
| Mariner, LLC | 0.15% | Add +28.8% | 985,777 | $79.0M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Add +20.3% | 953,182 | $76.4M |
| SCS Capital Management LLC | 1.57% | Reduce -1.9% | 932,902 | $74.8M |
| Roberts Financial Services LLC | 14.99% | Reduce -5.4% | 930,427 | $74.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.53% | Add +4.6% | 889,791 | $71.3M |
| Orion Porfolio Solutions, LLC | 0.72% | Add +2120.8% | 849,452 | $68.1M |
| Orion Portfolio Solutions, LLC | 0.72% | Add +2120.8% | 849,452 | $68.1M |
| Cannon Financial Strategists, Inc. | 12.75% | Add +1.3% | 834,769 | $66.9M |
| Kestra Advisory Services, LLC | 0.37% | Add +17.0% | 817,750 | $65.5M |
| MML Investors Services, LLC | 0.24% | Add +14.5% | 749,721 | $60.1M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +7.2% | 727,622 | $58.3M |
| Raymond James & Associates | 0.04% | Add +4.7% | 706,555 | $56.6M |
| Integrated Wealth Concepts LLC | 0.77% | Add +19.1% | 703,952 | $56.4M |
| Klingman & Associates, LLC | 3.73% | Reduce -1.0% | 687,678 | $55.1M |
| Octavia Wealth Advisors, LLC | 7.47% | Add +4.9% | 684,270 | $54.8M |
| Compton Financial Group, LLC | 17.68% | Reduce -2.3% | 679,602 | $54.5M |
| Ackerman Capital Advisors, LLC | 14.38% | Add +54.8% | 676,859 | $54.2M |
| Reston Wealth Management LLC | 21.47% | Reduce -0.6% | 670,007 | $53.7M |
| Nottingham Advisors, Inc. | 6.34% | Reduce -5.7% | 667,347 | $53.5M |
| Merit Financial Group, LLC | 1.14% | Reduce -0.3% | 643,247 | $51.5M |
| ESL Trust Services, LLC | 12.11% | Add +4.8% | 620,730 | $49.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -6.9% | 610,682 | $48.9M |
| Financial Planning & Information Services, Inc. | 7.38% | Reduce -6.1% | 602,678 | $48.3M |
| Flagship Harbor Advisors, LLC | 2.86% | Reduce -32.0% | 593,343 | $47.5M |
| Elevation Point Wealth Partners, LLC | 3.66% | Add +2.7% | 576,263 | $46.2M |
| Founders Financial Securities LLC | 4.35% | Reduce -5.3% | 574,272 | $46.0M |
| Trilogy Capital Inc. | 2.49% | Add +3.2% | 572,613 | $45.9M |
| Ameritas Advisory Services, LLC | 1.70% | Add +6.3% | 564,103 | $45.2M |
| Stifel Financial Corp. | 0.05% | Add +3.0% | 550,011 | $44.1M |
| Perennial Investment Advisors, LLC | 6.28% | Reduce -4.8% | 547,112 | $43.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.68% | Add +3.6% | 531,543 | $42.6M |
| Wealth Advisors of Iowa, LLC | 23.26% | Add +1969.8% | 725,715 | $41.7M |
| Rodgers & Associates, LTD | 5.22% | Reduce -4.9% | 506,220 | $40.6M |
| SilverOak Wealth Management LLC | 9.59% | Add +1.0% | 498,390 | $39.9M |
| Goodman Advisory Group, LLC | 11.90% | Reduce -25.9% | 497,136 | $39.8M |
| Canandaigua National Bank & Trust Co. | 4.16% | New | 476,659 | $38.2M |
| Truefg, LLC | 13.74% | Reduce -2.5% | 474,572 | $38.0M |
| Park Avenue Securities LLC | 0.46% | Add +16.3% | 474,499 | $38.0M |
| Kingsview Wealth Management, LLC | 0.89% | Reduce -1.5% | 468,743 | $37.6M |
| IHT Wealth Management, LLC | 1.39% | Add +0.3% | 463,359 | $37.1M |
| Gerber Kawasaki Wealth & Investment Management | 1.82% | Add +5.5% | 454,459 | $36.4M |
| Atria Wealth Solutions, Inc. | 0.39% | Add +36.9% | 441,196 | $35.4M |
| Signet Financial Management, LLC | 4.71% | Add +7.9% | 436,129 | $34.9M |
| Strategic Wealth Partners, Ltd. | 3.60% | Reduce -1.2% | 429,710 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.3% | 419,551 | $33.6M |
| Measured Wealth Private Client Group, LLC | 11.78% | Reduce -4.9% | 418,551 | $33.5M |
| Executive Wealth Management, LLC | 5.99% | Reduce -6.2% | 407,600 | $32.7M |
| Good Life Advisors, LLC | 2.69% | Add +12.8% | 407,437 | $32.6M |
| Woodard & Co. Asset Management Group Inc. | 8.12% | Add +10.2% | 406,188 | $32.5M |
| Whitcomb & Hess, Inc. | 9.91% | Add +1.4% | 396,869 | $31.8M |
| ERn Financial, LLC | 5.24% | Add +35.9% | 394,269 | $31.6M |
| Nicolet Bankshares Inc. | 6.61% | Reduce -3.6% | 392,994 | $31.5M |
| Investments & Financial Planning, LLC | 21.14% | Add +1.2% | 392,891 | $31.5M |
| GLOBALT Investments LLC / GA | 1.25% | Reduce -66.8% | 392,009 | $31.4M |
| Oarsman Capital, Inc. | 6.87% | Add +12.1% | 389,469 | $31.2M |
| Convergence Financial, LLC | 8.08% | Add +8.8% | 381,493 | $30.6M |
| Buska Wealth Management, LLC | 12.03% | Add +9.0% | 376,602 | $30.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.76% | Add +4.5% | 373,056 | $29.9M |
| Alera Investment Advisors, LLC | 3.59% | Reduce -24.5% | 372,116 | $29.8M |
| NewEdge Advisors, LLC | 0.22% | Add +14.5% | 371,179 | $29.7M |
| Winthrop Advisory Group LLC | 4.03% | No change | 461,676 | $29.6M |
| Riversedge Advisors, LLC | 7.22% | Reduce -1.6% | 369,309 | $29.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.19% | Reduce -9.3% | 368,371 | $29.5M |
| Stratos Wealth Partners, LTD. | 0.47% | Add +13.7% | 364,842 | $29.2M |
| CGN Advisors LLC | 3.38% | Add +24.1% | 362,634 | $29.1M |
| Financial Advocates Investment Management | 1.79% | Add +4.5% | 359,007 | $28.8M |
| Waverly Advisors, LLC | 0.55% | Add +4.4% | 352,446 | $28.2M |
| Brookstone Capital Management | 0.47% | Reduce -38.9% | 349,328 | $28.2M |
| Prospera Financial Services Inc | 0.77% | Reduce -0.5% | 347,743 | $27.9M |
| Principal Securities, Inc. | 0.76% | Add +2761.5% | 342,234 | $27.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +24.9% | 334,557 | $26.8M |
| Creative Planning | 0.03% | Reduce -1.6% | 334,125 | $26.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.93% | Add +63.9% | 330,731 | $26.5M |
| Courier Capital LLC | 2.09% | Add +3.6% | 327,823 | $26.3M |
| Cordatus Wealth Management LLC | 9.85% | Add +2.1% | 327,793 | $26.3M |
| Symphony Financial, Ltd. Co. | 4.73% | Add +17.4% | 321,318 | $25.9M |
| Buttonwood Financial Group, LLC | 14.78% | Add +52.2% | 321,104 | $25.9M |
| Mma Asset Management LLC | 12.11% | Add +2.0% | 322,843 | $25.9M |
| Inspirion Wealth Advisors, LLC | 3.95% | Reduce -2.6% | 321,867 | $25.8M |
| Garrett Wealth Advisory Group, LLC | 9.39% | Add +13.3% | 319,376 | $25.6M |
| Western Wealth Management, LLC | 1.90% | Add +5.7% | 319,011 | $25.6M |
| Waterloo Capital, L.P. | 3.02% | Add +25.7% | 314,121 | $25.2M |
| Destiny Capital Corp | 17.19% | Reduce -2.4% | 313,961 | $25.2M |
| Leslie Global Wealth, LLC | 14.56% | — | 311,041 | $24.9M |
| Cary Street Partners Investment Advisory LLC | 1.00% | Add +5.3% | 310,128 | $24.9M |
| Beutel, Goodman & Co Ltd. | 0.13% | Reduce -13.1% | 306,462 | $24.6M |
| Cary Street Partners Asset Management LLC | 3.60% | Add +3.1% | 305,677 | $24.5M |
| Truist Financial Corp. | 0.04% | Reduce 0.0% | 305,675 | $24.5M |
| Kestra Private Wealth Services, LLC | 0.49% | Add +25.5% | 304,347 | $24.4M |
| 9258 Wealth Management, LLC | 3.75% | Reduce -5.3% | 303,695 | $24.3M |
| Verus Capital Partners, LLC | 2.52% | Reduce -2.6% | 310,783 | $24.3M |
| Fsa Wealth Partners, Inc. | 6.63% | Add +134.6% | 302,331 | $24.2M |
| Benjamin F. Edwards & Company, Inc. | 0.42% | Add +4.5% | 301,648 | $24.2M |
| Geneos Wealth Management Inc. | 1.03% | Add +14.6% | 289,100 | $23.2M |
| Clear Creek Financial Management, LLC | 2.76% | Reduce -6.4% | 284,689 | $22.8M |
| Sunburst Financial Group, LLC | 6.09% | Add +4.1% | 280,123 | $22.4M |
| Quest Investment Management LLC | 2.46% | Reduce -5.7% | 277,265 | $22.2M |
| Arden Trust Co | 3.04% | Reduce -2.7% | 271,686 | $21.8M |
| JNBA Financial Advisors | 2.24% | Reduce -7.0% | 265,408 | $21.3M |
| Alta Wealth Advisors LLC | 10.59% | Reduce -0.1% | 264,870 | $21.2M |
| Money Design Co.,Ltd. | 1.13% | Reduce -9.0% | 262,801 | $21.1M |
| Drake & Associates, LLC | 7.47% | Reduce -0.2% | 260,383 | $20.9M |
| Brass Tax Wealth Management, Inc. | 4.09% | New | 260,383 | $20.9M |
| Balanced Wealth Group LLC | 9.46% | Reduce -0.4% | 1,272,825 | $20.8M |
| CCG Wealth Management, LLC | 11.54% | Reduce -0.7% | 255,371 | $20.5M |
| Higgins & Schmidt Wealth Strategies LLC | 14.45% | Reduce -2.3% | 250,140 | $20.0M |
| Eagle Strategies LLC | 3.83% | Add +3575.4% | 249,962 | $20.0M |
| Brandywine Oak Private Wealth LLC | 2.06% | Add +6.8% | 249,594 | $20.0M |
| WFA Asset Management Corp | 11.12% | Reduce -12.9% | 245,815 | $19.7M |
| Hilltop Partners LLC | 7.02% | Reduce -33.1% | 237,489 | $19.0M |
| Choice Wealth Advisors LLC | 10.02% | Reduce -2.2% | 235,762 | $18.9M |
| Corebridge Financial, Inc. | 0.10% | — | 233,600 | $18.7M |
| Hofer & Associates. Inc | 14.34% | Add +0.5% | 230,879 | $18.5M |
| CIBC Private Wealth Group LLC | 0.03% | Add +347.6% | 222,417 | $18.5M |
| Diversify Wealth Management, LLC | 2.29% | — | 251,188 | $18.4M |
| Kozak & Associates, Inc. | 4.53% | Reduce -3.1% | 223,679 | $18.4M |
| Vertex Planning Partners, LLC | 4.72% | Add +1.2% | 227,066 | $18.2M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -29.0% | 224,546 | $18.0M |
| Great Valley Advisor Group, Inc. | 0.50% | Reduce -3.5% | 223,030 | $17.9M |
| Vicus Capital | 1.60% | Add +0.3% | 221,218 | $17.7M |
| First Heartland Consultants, Inc. | 1.76% | Add +0.8% | 221,126 | $17.7M |
| Wealth Management Resources, Inc. | 7.56% | Reduce -2.7% | 219,541 | $17.6M |
| Horizon Wealth Management, LLC | 4.17% | Reduce -13.4% | 218,622 | $17.5M |
| Twin Focus Capital Partners, LLC | 2.77% | Add +15.4% | 216,772 | $17.4M |
| Navalign, LLC | 5.44% | Add +0.0% | 214,961 | $17.2M |
| Citizens Financial Group Inc. | 0.38% | Add +264.5% | 213,880 | $17.1M |
| CarsonAllaria Wealth Management, Ltd. | 10.47% | Add +0.8% | 213,579 | $17.1M |
| Prepared Retirement Institute LLC | 11.26% | Add +6.2% | 212,047 | $17.0M |
| Diligent Investors, LLC | 4.20% | Reduce -1.3% | 211,448 | $16.9M |
| Florida Trust Wealth Management Co | 0.58% | Reduce -4.1% | 211,431 | $16.9M |
| Sanctuary Advisors, LLC | 0.12% | — | 236,219 | $16.9M |
| Modern Wealth Management, LLC | 1.24% | Add +338.5% | 209,472 | $16.8M |
| Carnegie Investment Counsel | 0.51% | Reduce -2.0% | 206,044 | $16.5M |
| Hobart Private Capital, LLC | 4.66% | Add +58.0% | 204,532 | $16.4M |
| Boston Mountain Money Management Inc. | 10.71% | Reduce -0.8% | 202,657 | $16.2M |
| Horizon Financial Services, LLC | 10.14% | Add +0.9% | 200,227 | $16.0M |
| Wells Financial Advisors INC | 10.39% | Reduce -2.9% | 196,941 | $15.8M |
| Assetmark, Inc. | 0.05% | Reduce -5.2% | 194,329 | $15.6M |
| Dakota Wealth Management | 0.36% | Add +17.6% | 192,546 | $15.4M |
| Optas, LLC | 3.97% | Add +1.5% | 192,412 | $15.4M |
| M&T Bank Corp | 0.05% | Reduce -31.5% | 191,284 | $15.3M |
| Harbor Group, Inc. | 3.92% | Add +0.8% | 191,082 | $15.3M |
| Sterling Manor Financial, LLC | 11.63% | Reduce -3.4% | 190,725 | $15.3M |
| Global Retirement Partners, LLC | 0.47% | Add +4.4% | 188,699 | $15.1M |
| Concurrent Investment Advisors, LLC | 0.50% | Add +0.3% | 187,835 | $15.1M |
| CX Institutional | 0.70% | Add +1.4% | 187,164 | $15.0M |
| Tower Wealth Partners, Inc. | 9.25% | Add +2.1% | 187,070 | $15.0M |
| Millington Financial Advisors, LLC | 10.32% | Add +1.8% | 185,402 | $14.9M |
| Susquehanna International Group, LLP | 0.03% | Add +605.9% | 184,181 | $14.8M |
| Pinnacle Wealth Planning Services, Inc. | 2.00% | Reduce -1.3% | 175,014 | $14.0M |
| Wrapmanager Inc. | 3.84% | Reduce -8.1% | 173,313 | $13.9M |
| One Capital Management, LLC | 0.47% | Add +8.2% | 173,277 | $13.9M |
| Atria Investments, Inc | 0.18% | Add +1.9% | 172,906 | $13.9M |
| Retirement Financial Solutions, LLC | 6.41% | Add +9.2% | 169,876 | $13.6M |
| U.S. Capital Wealth Advisors, LLC | 0.52% | Add +32.6% | 168,495 | $13.5M |
| Avestar Capital, LLC | 1.47% | Add +1.8% | 165,518 | $13.3M |
| Boyd Wealth Management, LLC | 7.23% | Reduce -37.0% | 163,562 | $13.1M |
| McNaughton Wealth Management, LLC | 6.93% | Reduce -2.7% | 163,006 | $13.1M |
| GHP Investment Advisors, Inc. | 0.65% | Reduce -0.3% | 162,995 | $13.1M |
| Sargent Investment Group, LLC | 2.65% | Add +2.3% | 162,303 | $13.0M |
| NewSquare Capital LLC | 1.11% | Add +1.8% | 161,359 | $12.9M |
| Tidemark, LLC | 5.93% | Add +220.4% | 160,927 | $12.9M |
| Centaurus Financial, Inc. | 0.85% | Add +7.3% | 158,527 | $12.7M |
| Financial Gravity Asset Management, Inc. | 3.15% | Add +2.4% | 157,308 | $12.6M |
| Capital Analysts, LLC | 0.54% | Add +6.4% | 153,026 | $12.3M |
| Optimist Retirement Group LLC | 6.38% | Reduce -2.6% | 151,426 | $12.1M |
| New England Capital Financial Advisors LLC | 6.78% | Reduce -4.8% | 151,328 | $12.1M |
| Concord Wealth Partners | 2.14% | Reduce -4.8% | 151,268 | $12.1M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -9.3% | 148,278 | $11.9M |
| Investors Research Corp | 2.76% | Add +6.1% | 147,264 | $11.8M |
| Pecaut & Co. | 4.38% | Add +1.7% | 144,117 | $11.5M |
| Confluence Investment Management LLC | 0.17% | Add +13.7% | 143,572 | $11.5M |
| Oak Harvest Investment Services | 1.80% | Reduce -11.4% | 142,432 | $11.4M |
| Magnus Financial Group LLC | 1.28% | Add +0.6% | 141,571 | $11.3M |
| Prairieview Wealth Partners, LLC | 9.62% | Reduce -0.1% | 140,857 | $11.3M |
| Levy Wealth Management Group, LLC | 2.88% | Reduce -3.0% | 140,197 | $11.2M |
| Flynn Zito Capital Management, LLC | 5.69% | Add +3.4% | 138,909 | $11.1M |
| Cornerstone Wealth Management, LLC | 0.85% | Add +1.8% | 138,021 | $11.1M |
| Silver Oak Securities, Incorporated | 1.66% | Add +17.0% | 137,915 | $11.1M |
| Cobblestone Asset Management LLC | 7.00% | Add +50.9% | 134,855 | $10.8M |
| Focus Partners Wealth | 0.04% | Add +232.7% | 133,441 | $10.7M |
| Advisory Services Network, LLC | 0.22% | Add +7.1% | 130,645 | $10.5M |
| Concord Asset Management, LLC | 2.59% | Reduce -3.4% | 130,577 | $10.5M |
| Centennial Wealth Advisory LLC | 4.51% | Add +144.2% | 130,013 | $10.4M |
| Sage Financial Management Group, Inc. | 30.99% | Add +0.1% | 127,296 | $10.2M |
| Goldstone Financial Group, LLC | 2.02% | Add +15.3% | 125,726 | $10.1M |
| Independent Wealth Network Inc. | 4.68% | Add +5.1% | 125,166 | $10.0M |
| Melone Private Wealth, LLC | 5.94% | Add +0.8% | 125,155 | $10.0M |
| TPG Financial Advisors, LLC | 4.73% | — | 124,777 | $10.0M |
| Stonebrook Private Inc. | 2.86% | Add +99.8% | 124,086 | $9.9M |
| Diversify Advisory Services, LLC | 0.54% | Reduce -49.0% | 119,367 | $9.9M |
| SigFig Wealth Management, LLC | 0.37% | Add +371.9% | 123,505 | $9.9M |
| Sequent Asset Management, LLC | 4.92% | No change | 121,911 | $9.8M |
| Probity Advisors, Inc. | 2.01% | Add +9.3% | 121,350 | $9.7M |
| Quent Capital, LLC | 1.05% | Add +1.7% | 119,622 | $9.6M |
| Avantax Advisory Services, Inc. | 0.07% | Add +30.1% | 119,386 | $9.6M |
| Freedom Investment Management, Inc. | 0.77% | Reduce -6.3% | 118,131 | $9.5M |
| GenWealth Group, Inc. | 2.32% | Reduce -1.2% | 117,490 | $9.4M |
| Summit Financial, LLC | 0.42% | Add +20.6% | 114,260 | $9.2M |
| B. Riley Wealth Advisors, Inc. | 0.23% | Reduce -15.9% | 113,177 | $9.1M |
| Portside Wealth Group, LLC | 1.72% | Add +44.6% | 112,651 | $9.0M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -12.4% | 110,499 | $8.9M |
| American Financial & Tax Strategies Inc. | 4.63% | Reduce -7.7% | 109,681 | $8.8M |
| Asset Allocation Strategies LLC | 2.95% | Add +8.9% | 109,596 | $8.8M |
| TAGStone Capital, Inc. | 4.96% | Add +1.6% | 109,178 | $8.7M |
| Rooted Wealth Advisors, Inc. | 3.85% | Add +7.5% | 108,706 | $8.7M |
| EverSource Wealth Advisors, LLC | 0.56% | Add +7.6% | 107,466 | $8.5M |
| Oxinas Partners, LLC | 5.65% | Reduce -1.8% | 105,923 | $8.5M |
| Wealthcare Advisory Partners LLC | 0.26% | Add +4.5% | 105,426 | $8.4M |
| Apollon Financial, LLC | 2.71% | Reduce -0.7% | 104,703 | $8.4M |
| Wellspring Financial Advisors, LLC | 0.94% | Reduce -5.3% | 104,343 | $8.4M |
| LifePlan Financial, LLC | 7.61% | Reduce -5.2% | 103,175 | $8.3M |
| Members Wealth LLC | 5.37% | — | 84,202 | $8.0M |
| Meritage Portfolio Management | 0.50% | Reduce -6.1% | 99,664 | $8.0M |
| Arete Wealth Advisors, LLC | 0.65% | Add +46.0% | 99,091 | $8.0M |
| Collaborative Wealth Managment Inc. | 3.83% | Reduce -4.4% | 97,847 | $7.8M |
| Marathon Mission, Inc. | 5.93% | Add +28.3% | 97,680 | $7.8M |
| Tranquilli Financial Advisor LLC | 5.22% | Reduce -12.1% | 96,535 | $7.8M |
| Financial Management Professionals, Inc. | 1.06% | Reduce -1.1% | 96,684 | $7.7M |
| AIFG Consultants Ltd. | 5.73% | Reduce -5.0% | 96,181 | $7.7M |
| Intergy Private Wealth, LLC | 3.11% | Reduce -0.7% | 94,054 | $7.5M |
| 1ST Source Bank | 0.44% | Reduce -9.8% | 93,172 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.7% | 106,501 | $7.4M |
| Foguth Wealth Management, LLC. | 3.27% | Add +24.5% | 92,544 | $7.4M |
| GM Advisory Group, LLC | 0.48% | Add +118.0% | 92,343 | $7.4M |
| Northeast Financial Consultants Inc | 0.34% | Add +2.0% | 92,246 | $7.4M |
| Priebe Wealth Holdings LLC | 5.83% | Add +8.1% | 91,819 | $7.4M |
| Avior Wealth Management, LLC | 0.31% | Add +80.6% | 91,192 | $7.3M |
| Relyea Zuckerberg Hanson LLC | 1.22% | Reduce -2.2% | 90,999 | $7.3M |
| Compass Financial Group, Inc. | 3.61% | Reduce -0.5% | 87,351 | $7.2M |
| Planning Capital Management Corp | 5.09% | Reduce -0.4% | 89,884 | $7.2M |
| PFG Private Wealth Management, LLC | 4.36% | Add +0.2% | 89,670 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +2.3% | 88,972 | $7.1M |
| Harbour Investments, Inc. | 0.24% | Reduce -2.1% | 88,414 | $7.1M |
| BCS Wealth Management | 3.44% | Add +9.4% | 88,244 | $7.1M |
| Occidental Asset Management, LLC | 1.23% | Reduce -8.5% | 87,699 | $7.0M |
| Graypoint LLC | 0.48% | Add +2.2% | 87,254 | $7.0M |
| Tritonpoint Wealth, LLC | 0.67% | New | 87,246 | $7.0M |
| Regimen Wealth, LLC | 2.40% | Reduce -0.6% | 87,031 | $7.0M |
| Private Trust Co. NA | 0.75% | Reduce -6.3% | 86,742 | $7.0M |
| Transcend Capital Advisors, LLC | 0.50% | Add +5.1% | 86,551 | $6.9M |
| Inspire Trust Co, N.A. | 2.29% | New | 86,516 | $6.9M |
| Affinity Capital Advisors, LLC | 1.46% | Add +13.7% | 86,502 | $6.9M |
| Marion Wealth Management | 2.02% | Add +2.9% | 86,040 | $6.9M |
| Obsidian Personal Planning Solutions LLC | 4.18% | Add +6.6% | 85,559 | $6.9M |
| Tsfg, LLC | 1.59% | Add +14.2% | 85,129 | $6.8M |
| Key Financial Inc | 1.63% | Reduce -0.8% | 84,683 | $6.8M |
| Motive Wealth Advisors | 4.05% | Reduce -10.5% | 84,249 | $6.8M |
| Founders Capital Management | 4.32% | Add +1.5% | 83,252 | $6.7M |
| IAG Wealth Partners, LLC | 1.34% | Reduce -9.2% | 83,070 | $6.7M |
| Waller Financial Planning Group, Inc. | 1.79% | Add +0.1% | 83,067 | $6.7M |
| Cooper Financial Group | 0.98% | Add +22.0% | 82,852 | $6.6M |
| JDM Financial Group LLC | 4.40% | Add +2.7% | 81,213 | $6.5M |
| Braun-Bostich & Associates Inc. | 4.82% | Add +227.1% | 80,926 | $6.5M |
| Breakwater Capital Group | 1.47% | Add +6.1% | 80,733 | $6.5M |
| Bridgewealth Advisory Group, LLC | 2.87% | Add +10.7% | 80,731 | $6.5M |
| 1834 Investment Advisors Co. | 0.78% | Add +7.5% | 80,730 | $6.5M |
| WealthPLAN Partners, LLC | 0.69% | Reduce -0.5% | 80,603 | $6.5M |
| Two Sigma Investments, LP | 0.02% | Add +10.5% | 80,000 | $6.4M |
| Win Advisors, Inc. | 2.83% | Reduce -6.7% | 79,001 | $6.3M |
| Power Wealth Management LLC | 3.02% | Add +239.6% | 78,828 | $6.3M |
| GeoWealth Management, LLC | 0.27% | Reduce -54.4% | 78,566 | $6.3M |
| Cerity Partners LLC | 0.02% | Add +1.2% | 77,717 | $6.2M |
| City Center Advisors, LLC | 7.33% | No change | 85,056 | $6.2M |
| Soltis Investment Advisors LLC | 0.65% | Add +142.7% | 76,985 | $6.2M |
| Captrust Financial Advisors | 0.02% | Add +4.5% | 76,250 | $6.1M |
| Financial Council, LLC | 3.41% | Add +8.4% | 76,184 | $6.1M |
| Larson Financial Group LLC | 0.41% | Add +23.8% | 75,500 | $6.0M |
| One Day In July LLC | 0.75% | Add +0.2% | 74,943 | $6.0M |
| Jump Financial, LLC | 0.12% | New | 74,858 | $6.0M |
| Meridian Wealth Management, LLC | 0.72% | New | 74,852 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -8.7% | 74,682 | $6.0M |
| Sanchez Wealth Management Group | 1.93% | Add +13.7% | 74,176 | $5.9M |
| Auour Investments LLC | 2.19% | Add +2.8% | 73,378 | $5.9M |
| Denver Wealth Management, Inc. | 2.93% | Reduce -1.2% | 72,985 | $5.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.02% | Reduce -12.9% | 65,341 | $5.8M |
| Systematic Alpha Investments, LLC | 0.21% | No change | 70,000 | $5.6M |
| Comerica Bank | 0.02% | Add +2.2% | 69,945 | $5.6M |
| Transform Wealth, LLC | 0.42% | Reduce -2.5% | 69,733 | $5.6M |
| Beacon Bridge Wealth Partners, LLC | 2.56% | Reduce -0.7% | 69,629 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.59% | Reduce -2.0% | 69,478 | $5.6M |
| Farther Finance Advisors, LLC | 0.26% | Reduce -0.9% | 67,430 | $5.4M |
| GoalVest Advisory LLC | 1.71% | Reduce -26.1% | 66,900 | $5.4M |
| Pinnacle Family Advisors, LLC | 2.93% | Reduce -3.3% | 66,098 | $5.3M |
| Thrive Capital Management, LLC | 2.39% | New | 65,140 | $5.2M |
| PAX Financial Group, LLC | 1.01% | Reduce -7.4% | 64,614 | $5.2M |
| Hill Island Financial LLC | 1.69% | Reduce -7.0% | 64,606 | $5.2M |
| Spire Wealth Management | 0.18% | Reduce -3.7% | 64,499 | $5.2M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -0.1% | 64,442 | $5.2M |
| Gibbs Wealth Management | 2.08% | Add +140.6% | 64,270 | $5.1M |
| LexAurum Advisors, LLC | 1.27% | Reduce -6.9% | 64,212 | $5.1M |
| Tobias Financial Advisors, Inc. | 1.10% | Reduce -15.8% | 63,668 | $5.1M |
| Banco BTG Pactual S.A. | 1.29% | Reduce -1.5% | 64,001 | $5.0M |
| Echo Wealth Management, LLC | 3.80% | Add +5.4% | 62,888 | $5.0M |
| PSI Advisors, LLC | 1.59% | Add +10.6% | 62,814 | $5.0M |
| Darwin Wealth Management, LLC | 2.50% | Add +8.7% | 62,789 | $5.0M |
| IFP Advisors, Inc | 0.20% | Add +0.4% | 62,651 | $5.0M |
| Capital Advisory Group Advisory Services, LLC | 2.13% | Add +1.7% | 62,193 | $5.0M |
| Citadel Advisors | 0.01% | Reduce -61.0% | 62,151 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.75% | Reduce -13.0% | 62,105 | $5.0M |
| Financial Futures Ltd Liability Co. | 3.07% | Reduce -4.8% | 61,779 | $5.0M |
| Moloney Securities Asset Management, LLC | 0.71% | Reduce -6.2% | 60,728 | $4.9M |
| Colton Groome Financial Advisors, LLC | 1.92% | Reduce -20.6% | 60,675 | $4.9M |
| Tidal Investments LLC | 0.07% | Add +2.2% | 60,671 | $4.9M |
| Girard Partners LTD. | 0.46% | Add +0.5% | 60,535 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +4.7% | 60,065 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1.7% | 60,058 | $4.8M |
| Asset Management Group, Inc. | 0.72% | Add +2.9% | 59,185 | $4.7M |
| Rollins Financial Advisors, LLC | 0.81% | Reduce -4.4% | 59,149 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -26.9% | 58,612 | $4.7M |
| Bristlecone Advisors, LLC | 0.40% | Add +11.8% | 58,323 | $4.7M |
| SIMA Wealth Partners, LLC | 4.36% | — | 57,101 | $4.6M |
| Independent Financial Group, LLC | 0.18% | Reduce -0.5% | 56,300 | $4.5M |
| Lane & Associates LLC | 2.60% | Reduce -6.5% | 55,096 | $4.4M |
| Dynamic Wealth Strategies, LLC | 3.77% | Reduce -5.5% | 54,748 | $4.4M |
| Stegent Equity Advisors, Inc. | 4.54% | New | 54,426 | $4.4M |
| Householder Group Estate & Retirement Specialist, LLC | 1.20% | Add +11.6% | 53,184 | $4.3M |
| Renaissance Technologies | 0.01% | Add +138.7% | 53,000 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +117.0% | 52,776 | $4.2M |
| Wambolt & Associates, LLC | 1.23% | Add +1.6% | 52,346 | $4.2M |
| Synovus Financial Corp. | 0.06% | Reduce -16.1% | 52,549 | $4.2M |
| MidAtlantic Capital Management, Inc. | 3.49% | Reduce -2.0% | 51,973 | $4.2M |
| KM Capital Management Ltd. | 2.14% | Add +8.1% | 51,555 | $4.1M |
| Advisor OS, LLC | 0.45% | Reduce -2.9% | 51,195 | $4.1M |
| Smartleaf Asset Management LLC | 0.67% | Reduce -6.5% | 50,819 | $4.1M |
| Sharkey, Howes & Javer | 0.66% | Add +60.9% | 51,064 | $4.1M |
| US Bancorp \de | 0.01% | Add +17.2% | 50,307 | $4.0M |
| Financial Insights, Inc. | 1.12% | Add +56.9% | 50,191 | $4.0M |
| Retirement Income Solutions, Inc. | 0.96% | Reduce -15.2% | 49,609 | $4.0M |
| Elevation Capital Advisory, LLC | 1.80% | — | 49,153 | $3.9M |
| Richard W. Paul & Associates, LLC | 1.50% | Add +2.6% | 48,460 | $3.9M |
| Koshinski Asset Management, Inc. | 0.35% | Reduce -1.1% | 45,449 | $3.8M |
| Modera Wealth Management, LLC | 0.06% | Reduce -1.1% | 47,149 | $3.8M |
| Burney Co./ | 0.14% | Reduce -0.7% | 46,811 | $3.8M |
| Private Wealth Group, LLC | 1.93% | Reduce -0.7% | 45,839 | $3.7M |
| Sightline Wealth Advisors, LLC | 2.27% | Add +0.4% | 45,591 | $3.7M |
| Luken Investment Analytics, LLC | 1.82% | Reduce -2.9% | 45,283 | $3.6M |
| New Century Financial Group, LLC | 1.54% | New | 45,240 | $3.6M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 44,855 | $3.6M |
| Quadrant Capital Group LLC | 0.27% | Add +0.0% | 44,539 | $3.6M |
| Venture Visionary Partners LLC | 0.16% | Add +4.2% | 43,950 | $3.5M |
| American Trust | 0.29% | Add +2.0% | 43,943 | $3.5M |
| Atticus Wealth Management, LLC | 1.15% | Reduce -34.7% | 43,863 | $3.5M |
| Money Concepts Capital Corp. | 0.29% | Add +9.5% | 43,649 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.5% | 43,632 | $3.5M |
| WealthPlan Investment Management, LLC | 0.53% | Add +3.7% | 43,611 | $3.5M |
| Salomon & Ludwin, LLC | 0.39% | Add +10.1% | 43,310 | $3.5M |
| Simplex Trading, LLC | 0.11% | Add +63.1% | 42,908 | $3.4M |
| Axxcess Wealth Management, LLC | 0.09% | New | 42,573 | $3.4M |
| RDA Financial Network | 1.12% | Add +18.2% | 42,437 | $3.4M |
| GPS Wealth Strategies Group, LLC | 0.51% | Reduce -11.5% | 42,328 | $3.4M |
| Gratus Wealth Advisors, LLC | 0.58% | Reduce -1.6% | 42,252 | $3.4M |
| Financial Network Wealth Advisors LLC | 2.52% | Add +31.4% | 42,051 | $3.4M |
| Towerpoint Wealth, LLC | 1.68% | Reduce -2.9% | 41,937 | $3.4M |
| Sabal Trust CO | 0.20% | Add +47.4% | 41,465 | $3.3M |
| Cavalier Investments, LLC | 1.02% | Add +17.1% | 41,168 | $3.3M |
| United Advisor Group, LLC | 1.01% | Add +69.7% | 40,458 | $3.2M |
| Iowa State Bank | 0.71% | Reduce -1.1% | 40,308 | $3.2M |
| Colonial River Investments, LLC | 1.73% | New | 40,149 | $3.2M |
| Burke & Herbert Bank & Trust Co. | 0.77% | Add +5.1% | 39,369 | $3.2M |
| Strategic Blueprint, LLC | 0.21% | Add +99.2% | 38,565 | $3.1M |
| Epic Trust Investment Advisors, LLC | 3.39% | Reduce -0.9% | 38,366 | $3.1M |
| Continuum Advisory, LLC | 0.44% | Add +12.1% | 37,930 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Add +12.9% | 37,451 | $3.0M |
| Aspen Investment Management Inc | 1.49% | Add +0.9% | 37,249 | $3.0M |
| MBM Wealth Consultants, LLC | 1.01% | Add +7.2% | 35,706 | $3.0M |
| Glen Eagle Advisors, LLC | 0.54% | Add +15.6% | 37,068 | $3.0M |
| Coppell Advisory Solutions LLC | 0.48% | — | 36,558 | $2.9M |
| Faithward Advisors, LLC | 0.53% | New | 36,524 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +98.3% | 36,473 | $2.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -85.3% | 35,640 | $2.9M |
| Shepherd Financial Partners LLC | 0.37% | No change | 35,810 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -16.2% | 35,798 | $2.9M |
| Simplicity Wealth,LLC | 0.06% | Reduce -8.2% | 35,460 | $2.8M |
| YHB Investment Advisors, Inc. | 0.24% | Add +3.5% | 35,452 | $2.8M |
| Boulder Wealth Advisors, LLC | 1.65% | Add +7.1% | 35,221 | $2.8M |
| Encompass More Asset Management | 2.00% | Add +8.5% | 34,934 | $2.8M |
| SkyOak Wealth, LLC | 0.65% | Add +4.2% | 34,904 | $2.8M |
| Partners in Financial Planning | 0.60% | Reduce -5.5% | 34,359 | $2.8M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -0.2% | 33,994 | $2.7M |
| Opal Wealth Advisors, LLC | 0.87% | Add +2.6% | 33,874 | $2.7M |
| Lido Advisors, LLC | 0.02% | Add +4.2% | 33,455 | $2.7M |
| LBMC Investment Advisors, LLC | 0.23% | Add +0.1% | 33,093 | $2.7M |
| WealthShield Partners, LLC | 0.40% | Reduce -9.6% | 33,073 | $2.7M |
| Blair William & Co. | 0.01% | Add +17.8% | 33,054 | $2.6M |
| Baker Tilly Wealth Management, LLC | 1.07% | Reduce -37.8% | 32,705 | $2.6M |
| Marietta Wealth Management, LLC | 0.41% | Reduce -0.7% | 32,585 | $2.6M |
| Vance Wealth, LLC | 1.06% | Reduce -2.5% | 32,357 | $2.6M |
| Florida Financial Advisors, LLC | 1.55% | New | 32,355 | $2.6M |
| Fernwood Investment Management, LLC | 0.79% | Add +3.2% | 31,767 | $2.5M |
| Advisors Capital Management, LLC | 0.04% | Reduce -2.2% | 31,592 | $2.5M |
| Wrenne Financial Planning LLC | 1.75% | Add +1.7% | 31,584 | $2.5M |
| Lowery Thomas, LLC | 1.84% | Reduce -0.4% | 31,514 | $2.5M |
| Triton Wealth Management, PLLC | 1.47% | Reduce -4.0% | 31,020 | $2.5M |
| Mgo One Seven LLC | 0.12% | Add +24.2% | 31,143 | $2.5M |
| Synergy Asset Management, LLC | 0.39% | Add +806.1% | 30,936 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Add +7.1% | 30,841 | $2.5M |
| Moneco Advisors, LLC | 0.36% | Reduce -1.1% | 30,796 | $2.5M |
| Bank of Montreal | 0.00% | Add +8.2% | 30,522 | $2.5M |
| GTS Securities LLC | 0.05% | Reduce -53.0% | 30,633 | $2.5M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 30,607 | $2.5M |
| IFG Advisory, LLC | 0.16% | Add +18.0% | 30,578 | $2.5M |
| N.E.W. Advisory Services LLC | 0.26% | Add +1.1% | 30,519 | $2.4M |
| BlackDiamond Wealth Management, LLC | 1.60% | Add +2.6% | 32,245 | $2.4M |
| Nvest Financial, LLC | 1.49% | Add +9.6% | 30,236 | $2.4M |
| BIP Wealth, LLC | 0.20% | Reduce -1.9% | 30,105 | $2.4M |
| FCG Investment Co | 1.80% | Reduce -7.1% | 29,545 | $2.4M |
| Valeo Financial Advisors, LLC | 0.07% | Add +1.0% | 29,541 | $2.4M |
| Fragasso Financial Advisors Inc | 0.19% | Reduce -25.0% | 29,146 | $2.3M |
| Betterment LLC | 0.01% | Add +57.5% | 29,095 | $2.3M |
| WCG Wealth Advisors LLC | 0.17% | Add +1.4% | 29,019 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +10.4% | 28,616 | $2.3M |
| Global Strategic Investment Solutions, LLC | 0.28% | Reduce -3.9% | 28,543 | $2.3M |
| Redwood Investment Management, LLC | 0.20% | Add +141.1% | 28,143 | $2.3M |
| Gentry Private Wealth, LLC | 1.96% | — | 27,849 | $2.2M |
| IMC-Chicago, LLC | 0.07% | Reduce -2.2% | 27,807 | $2.2M |
| AMJ Financial Wealth Management | 0.69% | Add +34.4% | 27,782 | $2.2M |
| Mitchell Sinkler & Starr | 0.57% | Add +24.8% | 27,675 | $2.2M |
| Empire Life Investments Inc. | 0.14% | Add +28.9% | 27,688 | $2.2M |
| Regal Investment Advisors LLC | 0.14% | Add +8.6% | 26,983 | $2.2M |
| Alpha DNA Investment Management LLC | 1.23% | Add +214.0% | 26,966 | $2.2M |
| Safeguard Financial, LLC | 0.60% | Add +0.5% | 26,763 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.35% | Reduce -1.5% | 26,678 | $2.1M |
| Platte River Wealth Advisors, LLC | 0.59% | Add +3.7% | 26,332 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +131.8% | 25,766 | $2.1M |
| Gateway Wealth Partners, LLC | 0.62% | Add +11.7% | 25,638 | $2.1M |
| Norden Group LLC | 0.41% | Reduce -2.8% | 25,517 | $2.0M |
| McDonald Partners LLC | 0.55% | Add +1.1% | 25,421 | $2.0M |
| Integrity Wealth Solutions LLC | 1.32% | Add +0.3% | 25,380 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Reduce -2.8% | 24,739 | $2.0M |
| Independent Advisor Alliance | 0.07% | Add +11.1% | 24,281 | $1.9M |
| Vantage Financial Partners, LLC | 0.50% | Reduce -6.1% | 24,170 | $1.9M |
| WealthTrust Asset Management, LLC | 1.40% | Add +208.1% | 23,930 | $1.9M |
| Private Portfolio Partners LLC | 1.56% | Add +1.9% | 23,906 | $1.9M |
| WNY Asset Management, LLC | 0.25% | Add +2.0% | 23,730 | $1.9M |
| Savvy Advisors, Inc. | 0.62% | Add +9.5% | 23,578 | $1.9M |
| Advance Capital Management, Inc. | 0.09% | Reduce -22.6% | 23,086 | $1.8M |
| Edge Capital Group, LLC | 0.09% | Add +4.0% | 23,086 | $1.8M |
| Mission Wealth Management, LP | 0.05% | No change | 22,951 | $1.8M |
| Coombe, Bender & Co LLC | 1.07% | Reduce -1.0% | 22,772 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +118.0% | 22,638 | $1.8M |
| Verdence Capital Advisors LLC | 0.16% | New | 22,609 | $1.8M |
| Rede Wealth, LLC | 1.66% | Reduce -2.0% | 22,542 | $1.8M |
| Ignite Planners, LLC | 0.44% | Reduce -1.7% | 21,759 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.53% | Add +44.3% | 22,470 | $1.8M |
| Optivise Advisory Services LLC | 0.96% | — | 22,263 | $1.8M |
| Summit Investment Advisory Services, LLC | 2.09% | Add +8.8% | 22,226 | $1.8M |
| Caprock Group, LLC | 0.07% | New | 21,785 | $1.7M |
| Saxony Capital Management, LLC | 1.90% | New | 21,607 | $1.7M |
| Keudell/Morrison Wealth Management | 0.51% | Add +4.3% | 21,566 | $1.7M |
| ABLE Financial Group, LLC | 0.62% | New | 21,505 | $1.7M |
| Invesco Ltd. | 0.00% | Add +2.3% | 21,452 | $1.7M |
| Curran Financial Partners, LLC | 0.57% | Add +5.6% | 21,379 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.06% | Add +19.8% | 20,706 | $1.7M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -4.7% | 20,627 | $1.7M |
| Intrua Financial, LLC | 0.27% | Reduce -65.0% | 20,547 | $1.6M |
| Evergreen Capital Management LLC | 0.06% | New | 20,025 | $1.6M |
| Better Money Decisions, LLC | 1.18% | Reduce -1.1% | 19,532 | $1.6M |
| BLB&B Advisors, LLC | 0.09% | Add +1.3% | 19,472 | $1.6M |
| Meridian Financial Advisors, LLC | 1.13% | Add +7.0% | 19,428 | $1.6M |
| Signal Advisors Wealth, LLC | 3.39% | Reduce -75.2% | 19,351 | $1.6M |
| Belpointe Asset Management LLC | 0.11% | Add +50.7% | 19,285 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.35% | No change | 18,914 | $1.5M |
| HBW Advisory Services LLC | 0.25% | Reduce -10.3% | 18,905 | $1.5M |
| McAdam, LLC | 0.09% | Add +9.5% | 18,881 | $1.5M |
| Creative Financial Designs Inc. | 0.13% | Reduce -91.6% | 18,708 | $1.5M |
| FreeGulliver LLC | 1.03% | Add +81.8% | 18,706 | $1.5M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -0.5% | 18,537 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.75% | Reduce -6.0% | 18,513 | $1.5M |
| Kuhn & Co Investment Counsel | 1.33% | Add +9.2% | 18,451 | $1.5M |
| Latitude Advisors, LLC | 0.90% | Add +106.4% | 18,397 | $1.5M |
| LWM Advisory Services, LLC | 1.23% | Reduce -5.7% | 18,350 | $1.5M |
| Tradewinds Capital Management, LLC | 0.43% | Reduce -0.2% | 18,316 | $1.5M |
| Stephens Inc. | 0.02% | Add +16.6% | 18,290 | $1.5M |
| Interchange Capital Partners, LLC | 0.54% | Reduce -17.7% | 18,200 | $1.5M |
| Three Bridge Wealth Advisors, LLC | 0.58% | No change | 18,200 | $1.5M |
| World Equity Group, Inc. | 0.43% | Add +15.7% | 18,119 | $1.5M |
| Stone Summit Wealth LLC | 0.52% | Add +4.3% | 17,950 | $1.4M |
| Gradient Investments LLC | 0.03% | Add +8434.1% | 17,751 | $1.4M |
| Confluence Wealth Services, Inc. | 0.11% | Add +33.1% | 17,624 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -26.7% | 17,279 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.1% | 17,673 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +31.7% | 18,795 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +18.4% | 17,110 | $1.4M |
| Csenge Advisory Group | 0.08% | Add +101.3% | 16,977 | $1.4M |
| Citigroup Inc. | 0.00% | Add +129.3% | 16,972 | $1.4M |
| New Wave Wealth Advisors LLC | 0.73% | — | 16,941 | $1.4M |
| Tilson Financial Group, Inc. | 1.37% | Reduce -4.3% | 16,913 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.5% | 16,889 | $1.4M |
| L.M. Kohn & Company | 0.37% | Reduce -31.5% | 16,863 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -2.8% | 16,819 | $1.3M |
| CHURCHILL MANAGEMENT Corp | 0.02% | Reduce -4.8% | 16,611 | $1.3M |
| White Pine Capital LLC | 0.50% | No change | 16,559 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.67% | Add +0.9% | 15,911 | $1.3M |
| KPP Advisory Services LLC | 0.35% | Add +18.6% | 16,420 | $1.3M |
| Benjamin Edwards Inc. | 0.25% | Add +2.1% | 16,384 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.54% | Reduce -2.8% | 16,191 | $1.3M |
| Drive Wealth Management, LLC | 0.35% | Add +1.9% | 16,047 | $1.3M |
| OneAscent Financial Services LLC | 0.18% | Reduce -4.7% | 15,974 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +2.5% | 15,899 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +0.1% | 15,899 | $1.3M |
| Centerpoint Advisors, LLC | 0.45% | Reduce -0.2% | 15,593 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -3.9% | 15,381 | $1.2M |
| Fulcrum Equity Management | 1.10% | New | 15,323 | $1.2M |
| Fidelity D & D Bancorp Inc. | 0.93% | No change | 15,263 | $1.2M |
| Strategic Financial Concepts, LLC | 0.71% | Add +3961.2% | 597,683 | $1.2M |
| First Financial Corp. | 0.61% | Reduce -32.2% | 15,032 | $1.2M |
| WMS Partners, LLC | 0.08% | Reduce -0.7% | 15,000 | $1.2M |
| Kelly Financial Services LLC | 0.43% | Add +0.0% | 14,997 | $1.2M |
| Commerce Bank | 0.01% | New | 14,943 | $1.2M |
| GGM Financial LLC | 1.09% | — | 14,773 | $1.2M |
| Inspire Advisors, LLC | 0.16% | New | 14,674 | $1.2M |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -7.7% | 14,650 | $1.2M |
| Axiom Advisory, LLC | 0.01% | New | 15,659 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -2.4% | 14,537 | $1.2M |
| Guardian Wealth Advisors, LLC | 0.75% | Add +20.0% | 14,317 | $1.1M |
| Gryphon Financial Partners LLC | 0.17% | Add +17.9% | 14,285 | $1.1M |
| Tempus Wealth Planning, LLC | 0.47% | Reduce -3.3% | 14,104 | $1.1M |
| Compound Planning, Inc. | 0.08% | Add +83.2% | 14,075 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Add +5.6% | 14,575 | $1.1M |
| John W. Brooker & Co., CPAs | 0.56% | Add +0.1% | 13,834 | $1.1M |
| ICA Group Wealth Management, LLC | 0.66% | Reduce -85.8% | 13,724 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.44% | Add +0.1% | 13,466 | $1.1M |
| MY Wealth Management Inc. | 1.22% | No change | 13,340 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | Add +94.1% | 13,205 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Add +5.7% | 13,148 | $1.1M |
| Sunesis Advisors, LLC | 0.62% | No change | 13,074 | $1.0M |
| Two Sigma Securities, LLC | 0.05% | New | 12,828 | $1.0M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -1.0% | 12,812 | $1.0M |
| Beacon Bank & Trust | 0.26% | Reduce -4.8% | 12,758 | $1.0M |
| Fingerlakes Wealth Management, Inc. | 0.91% | Reduce -0.6% | 12,694 | $1.0M |
| TFB Advisors LLC | 0.33% | Add +11.7% | 12,693 | $1.0M |
| Twelve Points Wealth Management LLC | 0.36% | Reduce -2.7% | 12,679 | $1.0M |
| Advus Financial Partners, LLC | 0.31% | No change | 12,659 | $1.0M |
| MKT Advisors LLC | 0.50% | Add +4.5% | 12,138 | $1.0M |
| Altfest L J & Co. Inc. | 0.14% | Reduce -18.8% | 12,562 | $1.0M |
| Schechter Investment Advisors, LLC | 0.08% | No change | 12,455 | $998K |
| Pinion Investment Advisors, LLC | 0.49% | Reduce -32.0% | 12,394 | $993K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +3.7% | 12,379 | $992K |
| Prosperity Planning, Inc. | 0.34% | Reduce -16.2% | 12,356 | $990K |
| Sandy Spring Bank | 0.04% | Reduce -0.2% | 12,355 | $990K |
| Ayalon Insurance Comp Ltd. | 0.32% | No change | 12,122 | $971K |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -0.1% | 11,980 | $960K |
| Ethos Financial Group, LLC | 0.17% | New | 11,936 | $956K |
| Dagco, Inc. | 0.42% | Add +31.6% | 11,899 | $953K |
| FC Advisory LLC | 0.35% | Add +0.1% | 11,879 | $952K |
| Certified Advisory Corp | 0.12% | No change | 11,831 | $948K |
| River Street Advisors LLC | 0.58% | Add +1.6% | 11,764 | $943K |
| Bill Few Associates, Inc. | 0.36% | Add +166.3% | 11,692 | $937K |
| Caldwell Trust Co | 0.10% | Reduce -5.2% | 11,670 | $935K |
| WJ Wealth Management, LLC | 0.34% | Reduce -85.8% | 11,552 | $926K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -3.4% | 11,431 | $916K |
| Tradition Wealth Management, LLC | 0.09% | Add +39.3% | 11,363 | $911K |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +3.8% | 11,253 | $902K |
| Signaturefd, LLC | 0.02% | Reduce -2.9% | 11,230 | $900K |
| Lantz Financial LLC | 0.28% | No change | 11,073 | $887K |
| PFG Advisors | 0.06% | Add +0.8% | 11,051 | $885K |
| Orin Green Financial, LLC | 0.41% | New | 11,016 | $883K |
| Ascent Group, LLC | 0.07% | New | 10,946 | $877K |
| Snowden Capital Advisors LLC | 0.03% | Add +11.7% | 10,885 | $872K |
| SFG Wealth Management, LLC. | 0.49% | Reduce -0.6% | 10,756 | $862K |
| Summit Trail Advisors, LLC | 0.02% | No change | 10,749 | $861K |
| Visionary Wealth Advisors | 0.06% | Add +2.0% | 10,710 | $858K |
| DGS Capital Management, LLC | 0.24% | Add +0.1% | 10,709 | $858K |
| Quadrature Capital Ltd | 0.01% | New | 10,505 | $841K |
| Aprio Wealth Management, LLC | 0.15% | Reduce -44.2% | 10,385 | $832K |
| AQR Capital Management | 0.00% | Reduce -11.3% | 10,272 | $823K |
| Morningstar Investment Services LLC | 0.01% | New | 9,959 | $804K |
| 626 Financial, LLC | 0.46% | No change | 9,920 | $795K |
| Sigma Planning Corp | 0.03% | Add +50.9% | 9,865 | $791K |
| Lwmg, LLC | 0.17% | No change | 9,864 | $790K |
| Wallington Asset Management, LLC | 0.12% | Add +15.8% | 9,800 | $785K |
| Mosaic Family Wealth Partners, LLC | 0.13% | Reduce -0.3% | 9,780 | $784K |
| Essex Financial Services, Inc. | 0.06% | Add +41.6% | 10,345 | $783K |
| Lifeworks Advisors, LLC | 0.21% | Reduce -27.4% | 9,566 | $767K |
| Legacy Edge Advisors, LLC | 0.14% | New | 9,546 | $765K |
| Wallace Advisory Group, LLC | 0.55% | Add +28.0% | 9,482 | $760K |
| Willner & Heller, LLC | 0.71% | Add +0.1% | 9,275 | $743K |
| Chris Bulman Inc | 0.51% | — | 9,224 | $739K |
| Stevens Capital Partners | 0.38% | Reduce -19.4% | 9,214 | $738K |
| First National Bank of Omaha | 0.05% | Add +13.2% | 9,134 | $732K |
| One Charles Private Wealth Services, LLC | 0.30% | Add +7.1% | 9,126 | $731K |
| Quantum Financial Advisors, LLC | 0.13% | New | 9,086 | $728K |
| Procyon Advisors, LLC | 0.05% | Add +49.1% | 9,073 | $727K |
| HUB Investment Partners, LLC | 0.03% | Add +77.2% | 8,948 | $717K |
| Laurel Wealth Advisors LLC | 0.12% | Add +0.1% | 8,906 | $714K |
| Arcadia Wealth Management, LLC | 0.40% | Add +35.8% | 8,751 | $701K |
| Iron Horse Wealth Management, LLC | 0.27% | Reduce -0.7% | 8,737 | $700K |
| JFS Wealth Advisors, LLC | 0.06% | Add +7.4% | 8,730 | $700K |
| Fiduciary Alliance LLC | 0.11% | Reduce -6.5% | 8,545 | $696K |
| TrinityPoint Wealth, LLC | 0.11% | Add +4.5% | 8,654 | $693K |
| Brio Consultants, LLC | 0.11% | Reduce -9.0% | 8,576 | $687K |
| Crescent Sterling, Ltd. | 0.66% | No change | 8,554 | $685K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.3% | 8,525 | $683K |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.4% | 8,480 | $680K |
| Tyler-Stone Wealth Management | 0.28% | Reduce -0.5% | 8,476 | $679K |
| Castleview Partners, LLC | 0.38% | Reduce -22.9% | 8,338 | $668K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -3.7% | 8,284 | $664K |
| Diversified, LLC | 0.08% | Add +0.1% | 8,232 | $660K |
| OmniStar Financial Group, Inc. | 0.60% | Add +90.6% | 8,214 | $658K |
| Exencial Wealth Advisors, LLC | 0.02% | New | 7,963 | $638K |
| Orange Investment Advisors, Inc. | 0.08% | Add +39.3% | 9,887 | $638K |
| Schrum Private Wealth Management LLC | 0.57% | Reduce -18.7% | 7,867 | $630K |
| Spotlight Asset Group, Inc. | 0.44% | No change | 7,782 | $624K |
| Venturi Wealth Management, LLC | 0.04% | No change | 7,539 | $604K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.0% | 7,514 | $602K |
| Redwood Financial Network Corp | 0.51% | Reduce -10.0% | 7,512 | $602K |
| Texas Yale Capital Corp. | 0.03% | Add +4.5% | 7,509 | $602K |
| Ellevest, Inc. | 0.04% | Add +3.5% | 7,459 | $598K |
| Mach-1 Financial Group, LLC | 0.42% | Add +2.0% | 7,443 | $596K |
| Flow Traders U.S. LLC | 0.03% | New | 7,438 | $596K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -72.5% | 7,395 | $593K |
| Angeles Wealth Management, LLC | 0.06% | No change | 7,354 | $589K |
| Focus Financial Network, Inc. | 0.03% | Reduce -18.5% | 7,243 | $585K |
| Sei Investments Co. | 0.00% | Add +21.4% | 7,299 | $585K |
| Calton & Associates, Inc. | 0.29% | Reduce -6.5% | 7,263 | $582K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +11.2% | 7,153 | $573K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,132 | $571K |
| Hiley Hunt Wealth Management | 0.35% | Reduce -1.6% | 7,117 | $570K |
| Solutions 4 Wealth, Ltd | 1.29% | Add +1.4% | 7,101 | $569K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 7,086 | $568K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 7,041 | $564K |
| NBW Capital LLC | 0.11% | No change | 6,997 | $561K |
| Cable Hill Partners, LLC | 0.06% | New | 6,975 | $559K |
| Commonwealth Financial Services, LLC | 0.11% | Reduce -3.4% | 6,719 | $558K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,948 | $557K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.7% | 6,934 | $556K |
| Fox Financial, Inc | 0.51% | Reduce -8.0% | 6,893 | $552K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.22% | Add +3.0% | 6,794 | $544K |
| Vawter Financial, Ltd. | 0.37% | Reduce -2.8% | 6,725 | $539K |
| Community Bank, N.A. | 0.07% | Reduce -6.9% | 6,713 | $538K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -3.4% | 6,685 | $536K |
| Jacobi Capital Management LLC | 0.05% | Reduce -98.2% | 6,651 | $533K |
| Warren Street Wealth Advisors, LLC | 0.26% | Reduce -0.3% | 6,622 | $531K |
| Aviso Wealth Management | 0.31% | Reduce -10.7% | 6,580 | $527K |
| Smith Anglin Financial, LLC | 0.05% | Add +12.3% | 6,514 | $522K |
| M Holdings Securities, Inc. | 0.07% | New | 6,489 | $520K |
| Somerset Trust Co | 0.21% | Reduce -2.0% | 6,443 | $516K |
| Tandem Capital Management Corp. | 0.28% | Add +51.6% | 6,195 | $514K |
| Wealthgarden F.S. LLC | 0.53% | — | 6,337 | $508K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -4.9% | 6,328 | $507K |
| Lion Street Advisors, LLC | 0.18% | New | 6,203 | $497K |
| Linscomb Wealth, Inc. | 0.03% | Add +0.1% | 6,122 | $491K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 6,094 | $488K |
| Empower Advisory Group, LLC | 0.00% | Add +36.6% | 6,075 | $487K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -5.3% | 6,059 | $486K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.0% | 6,024 | $483K |
| United Community Bank | 0.19% | No change | 5,992 | $480K |
| Ballast Advisors LLC | 0.15% | No change | 5,986 | $480K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 5,975 | $479K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | Add +3.5% | 5,915 | $474K |
| Integrated Advisors Network LLC | 0.02% | Add +0.7% | 5,871 | $470K |
| Delta Financial Group, Inc. | 0.20% | No change | 5,833 | $467K |
| RMR Wealth Builders | 0.05% | Add +0.1% | 5,820 | $466K |
| Concorde Asset Management, LLC | 0.29% | New | 5,813 | $466K |
| Financial Management Network Inc. | 0.11% | Add +0.3% | 5,596 | $464K |
| Private Client Services, LLC | 0.29% | New | 5,732 | $459K |
| ProVise Management Group, LLC | 0.04% | Reduce -12.8% | 5,725 | $459K |
| Prostatis Group LLC | 0.16% | Reduce -5.3% | 5,719 | $458K |
| Permanens Capital L.P. | 0.05% | Reduce -16.1% | 5,703 | $457K |
| Rosenblum Silverman Sutton S F Inc. | 0.12% | Add +4.8% | 5,695 | $456K |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 5,680 | $455K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.2% | 5,655 | $453K |
| Callan Capital, LLC | 0.04% | Add +0.0% | 5,649 | $453K |
| Private Ocean, LLC | 0.04% | Add +160.6% | 5,636 | $452K |
| Capital Investment Advisors, LLC | 0.01% | New | 5,632 | $451K |
| Flputnam Investment Management Co. | 0.01% | New | 5,625 | $451K |
| Balentine LLC | 0.02% | Reduce -0.6% | 5,624 | $451K |
| Trivium Point Advisory, LLC | 0.07% | New | 5,538 | $444K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +2.8% | 5,487 | $440K |
| SteelPeak Wealth, LLC | 0.02% | Add +19.7% | 5,446 | $436K |
| Lanark Financial, Inc. | 0.04% | Reduce -6.0% | 5,423 | $434K |
| Fiduciary Trust Co | 0.01% | No change | 5,358 | $429K |
| Pineridge Advisors LLC | 0.15% | Add +1032.2% | 5,344 | $428K |
| Bremer Bank National Association | 0.08% | No change | 5,302 | $425K |
| Greenleaf Trust | 0.00% | Add +30.3% | 5,287 | $424K |
| Beacon Financial Advisory LLC | 0.16% | New | 5,240 | $420K |
| Fusion Capital, LLC | 0.19% | Add +1.3% | 5,212 | $418K |
| Eagle Global Advisors LLC | 0.02% | Add +13.5% | 5,210 | $417K |
| McDonough Capital Management, Inc | 0.30% | Reduce -1.8% | 5,190 | $416K |
| Summit X, LLC | 0.09% | Reduce -96.6% | 5,091 | $414K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -64.0% | 5,092 | $408K |
| Acorn Wealth Advisors, LLC | 0.20% | Reduce -0.5% | 5,074 | $407K |
| Swmg, LLC | 0.18% | Reduce -1.7% | 5,056 | $405K |
| EWG Elevate Inc. | 0.15% | Add +0.1% | 5,046 | $404K |
| Accel Wealth Management | 0.16% | Add +0.0% | 5,023 | $402K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.2% | 5,019 | $402K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.5% | 5,008 | $401K |
| Coordinated Financial Services, Inc. | 0.35% | Add +44.8% | 5,004 | $401K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -30.0% | 4,811 | $399K |
| Stiles Financial Services Inc | 0.15% | Reduce -8.1% | 4,962 | $398K |
| Ballast, Inc. | 0.12% | Add +0.4% | 4,932 | $395K |
| 360 Financial, Inc. | 0.15% | Add +2.1% | 4,885 | $391K |
| Wedmont Private Capital | 0.02% | New | 4,717 | $391K |
| Global Financial Private Client, LLC | 0.16% | Add +20.4% | 4,857 | $389K |
| Tucker Asset Management LLC | 0.09% | Add +23.0% | 4,852 | $389K |
| Founders Financial Alliance, LLC | 0.12% | Add +2.3% | 4,843 | $388K |
| Arrow Financial Corp | 0.04% | No change | 4,842 | $388K |
| JT Stratford LLC | 0.07% | Add +0.5% | 4,839 | $388K |
| Fiduciary Group, LLC | 0.04% | Reduce -6.8% | 4,839 | $388K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $385K |
| FSB Premier Wealth Management, Inc. | 0.17% | Add +43.9% | 4,793 | $384K |
| FFT Wealth Management LLC | 0.03% | Add +13.0% | 4,767 | $382K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.6% | 4,766 | $382K |
| Virtue Capital Management, LLC | 0.06% | New | 4,665 | $378K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 4,715 | $378K |
| Donaldson Capital Management, LLC | 0.02% | No change | 4,713 | $378K |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +3.3% | 4,697 | $376K |
| Pathstone Holdings, LLC | 0.00% | Reduce -69.2% | 4,640 | $372K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -2.3% | 4,594 | $368K |
| Smith, Moore & Co. | 0.04% | New | 4,586 | $367K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -0.1% | 4,580 | $367K |
| Realta Investment Advisors | 0.07% | Reduce -8.0% | 4,554 | $365K |
| MAI Capital Management | 0.00% | Reduce -29.9% | 4,509 | $361K |
| Americana Partners, LLC | 0.03% | No change | 4,505 | $361K |
| Heritage Wealth Management, Inc. | 0.34% | No change | 4,417 | $354K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -75.6% | 4,348 | $348K |
| Paladin Advisory Group, LLC | 0.27% | No change | 4,275 | $345K |
| Moseley Investment Management Inc. | 0.16% | Add +0.3% | 4,266 | $342K |
| Abbot Financial Management, Inc. | 0.18% | No change | 4,250 | $341K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.9% | 4,246 | $340K |
| Financial Consulate, Inc. | 0.10% | No change | 4,204 | $337K |
| Capstone Wealth Management Group, LLC | 0.22% | Reduce -4.3% | 4,204 | $337K |
| Retirement Solution LLC | 0.09% | Add +0.8% | 4,160 | $333K |
| Jones Financial Companies LLLP | 0.00% | Add +1816.6% | 4,159 | $333K |
| Financial Counselors Inc. | 0.01% | New | 4,140 | $332K |
| Apeiron RIA LLC | 0.10% | Add +0.1% | 4,140 | $332K |
| Sonata Capital Group Inc. | 0.17% | No change | 4,055 | $325K |
| Able Wealth Management LLC | 0.27% | Add +7.0% | 4,032 | $323K |
| J. W. Coons Advisors, LLC | 0.06% | Reduce -1.0% | 4,030 | $323K |
| FWG Investments, LLC. | 0.32% | Add +0.2% | 3,954 | $317K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | No change | 3,946 | $316K |
| FAS Wealth Partners, Inc. | 0.03% | Add +44.0% | 3,936 | $315K |
| Client 1ST Advisory Group, LLC | 0.14% | No change | 3,913 | $314K |
| Eclectic Associates Inc. | 0.14% | Reduce -2.8% | 3,874 | $310K |
| ETF Store, Inc. | 0.32% | Add +0.1% | 3,870 | $310K |
| Ballentine Partners, LLC | 0.01% | No change | 3,865 | $310K |
| Concentric Wealth Management, LLC | 0.08% | Add +23.9% | 3,858 | $309K |
| New Covenant Trust Company, N.A. | 0.35% | No change | 3,869 | $308K |
| Cibc World Market Inc. | 0.00% | Reduce -5.8% | 3,845 | $308K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -9.1% | 3,829 | $307K |
| Dohj, LLC | 0.08% | Add +0.2% | 3,782 | $303K |
| Absolute Capital Management, LLC | 0.18% | New | 3,773 | $302K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 3,750 | $300K |
| Meeder Advisory Services, Inc. | 0.02% | New | 3,708 | $297K |
| Madden Advisory Services, Inc. | 0.15% | No change | 3,704 | $297K |
| Proquility Private Wealth Partners, LLC | 0.10% | No change | 3,667 | $294K |
| Oakworth Capital, Inc. | 0.02% | Add +1827.9% | 3,663 | $294K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,659 | $293K |
| Level Four Advisory Services, LLC | 0.01% | Add +17.2% | 3,658 | $293K |
| Rockline Wealth Management, LLC | 0.09% | New | 3,609 | $289K |
| Madison Park Capital Advisors, LLC | 0.24% | New | 3,590 | $288K |
| Bleakley Financial Group, LLC | 0.01% | No change | 3,586 | $287K |
| Legacy Capital Group California, Inc. | 0.10% | New | 3,575 | $286K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 3,569 | $286K |
| AlphaMark Advisors, LLC | 0.10% | Add +12.2% | 3,557 | $285K |
| Flagship Private Wealth, LLC | 0.17% | Reduce -5.7% | 3,549 | $284K |
| Jane Street Group, LLC | 0.00% | Reduce -95.9% | 3,503 | $281K |
| Olistico Wealth, LLC | 0.18% | No change | 3,445 | $276K |
| Peterson Financial Group, Inc. | 1.68% | New | 3,435 | $275K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,432 | $275K |
| Snider Financial Group | 0.11% | Reduce -6.4% | 3,420 | $274K |
| RBA Wealth Management, LLC | 0.11% | Add +1.4% | 3,362 | $269K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 3,348 | $268K |
| Samalin Investment Counsel, LLC | 0.13% | Add +11.7% | 3,340 | $268K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,321 | $266K |
| Vima LLC | 0.59% | Add +19.6% | 3,313 | $265K |
| World Investment Advisors | 0.02% | New | 3,294 | $264K |
| First National Corp. /Ma/ | 0.06% | Reduce -1.3% | 3,251 | $261K |
| Arkadios Wealth Advisors | 0.02% | New | 3,226 | $258K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,218 | $258K |
| SageView Advisory Group, LLC | 0.02% | Reduce -69.3% | 3,217 | $258K |
| Channel Wealth LLC | 0.09% | New | 3,216 | $258K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 3,212 | $257K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.6% | 3,183 | $257K |
| ORG Partners LLC | 0.03% | New | 3,176 | $256K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -11.0% | 3,088 | $247K |
| Condor Capital Management | 0.02% | New | 3,087 | $247K |
| Solano Wealth Management, Inc. | 0.14% | No change | 3,080 | $247K |
| Fisher Asset Management | 0.00% | Reduce -47.7% | 3,068 | $246K |
| Warner Financial, Inc. | 0.12% | Add +0.2% | 3,017 | $242K |
| BNP Paribas Financial Markets | 0.00% | Add +14238.1% | 3,011 | $241K |
| Valued Retirements, Inc. | 0.37% | No change | 3,004 | $241K |
| Investment Partners, LTD. | 0.11% | No change | 2,980 | $239K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +5.8% | 2,974 | $238K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,956 | $237K |
| Parkside Financial Bank & Trust | 0.04% | New | 2,952 | $237K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,936 | $235K |
| Etfidea, LLC | 0.08% | No change | 2,921 | $234K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,915 | $234K |
| Stablepoint Partners, LLC | 0.05% | New | 2,996 | $234K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 2,893 | $232K |
| International Assets Investment Management, LLC | 0.02% | New | 2,891 | $232K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,861 | $229K |
| Gainplan LLC | 0.11% | Reduce -10.0% | 2,840 | $228K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $222K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,752 | $221K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 2,747 | $220K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 2,730 | $219K |
| DAVENPORT & Co LLC | 0.00% | New | 2,729 | $219K |
| Cutler Investment Counsel LLC | 0.03% | New | 2,728 | $219K |
| RS Crum Inc. | 0.06% | New | 2,721 | $218K |
| Old Second National Bank of Aurora | 0.06% | Add +2.0% | 2,684 | $215K |
| Vanguard Group Inc. | 0.00% | New | 2,661 | $213K |
| Clark Asset Management, LLC | 0.06% | New | 2,653 | $213K |
| National Wealth Management Group, LLC | 0.16% | New | 2,633 | $211K |
| Maltin Wealth Management, Inc. | 0.11% | New | 2,630 | $211K |
| Fusion Family Wealth, LLC | 0.02% | New | 2,609 | $209K |
| Regions Financial Corp. | 0.00% | New | 2,604 | $209K |
| Mustard Seed Financial, LLC | 0.20% | New | 2,581 | $207K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,548 | $204K |
| MGB Wealth Management, LLC | 0.08% | Add +32.4% | 2,455 | $203K |
| Terril Brothers, Inc. | 0.07% | New | 2,534 | $203K |
| Cozad Asset Management Inc. | 0.02% | New | 2,534 | $203K |
| Mainsail Asset Management, LLC | 0.16% | New | 2,516 | $202K |
| Northwest Capital Management Inc | 0.07% | Reduce -7.9% | 2,341 | $188K |
| Raleigh Capital Management Inc. | 0.08% | No change | 2,300 | $184K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 2,285 | $183K |
| Rothschild Investment LLC | 0.01% | Add +17.7% | 2,204 | $177K |
| Clear Point Advisors Inc. | 0.14% | Reduce -8.8% | 2,193 | $176K |
| RE Dickinson Investment Advisors, LLC | 0.10% | Add +116.2% | 2,091 | $168K |
| Avion Wealth | 0.04% | Reduce -3.3% | 2,040 | $163K |
| Parallel Advisors, LLC | 0.00% | Reduce -10.7% | 1,933 | $155K |
| Colonial Trust Co / SC | 0.03% | No change | 1,923 | $154K |
| Scarborough Advisors, LLC | 0.06% | Add +2.1% | 1,918 | $154K |
| Partnership Wealth Management, LLC | 0.11% | Add +0.1% | 1,867 | $150K |
| City State Bank | 0.06% | New | 1,808 | $145K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -54.4% | 1,782 | $143K |
| Morling Financial Advisors, LLC | 0.06% | No change | 1,781 | $143K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $143K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $136K |
| Montag A & Associates Inc. | 0.01% | Add +2766.7% | 1,634 | $131K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,600 | $128K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $122K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 1,463 | $117K |
| Hantz Financial Services, Inc. | 0.00% | Add +3835.1% | 1,456 | $117K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,401 | $112K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,339 | $107K |
| Front Row Advisors LLC | 0.04% | No change | 1,330 | $107K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,310 | $105K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -9.6% | 1,265 | $101K |
| National Bank of Canada | 0.00% | Reduce -5.3% | 1,244 | $100K |
| Fairman Group, LLC | 0.10% | No change | 1,250 | $100K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $95K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.1% | 1,157 | $93K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,131 | $90K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,114 | $89K |
| CENTRAL TRUST Co | 0.00% | No change | 1,093 | $88K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +230.3% | 1,090 | $87K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 1,088 | $87K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 1,031 | $83K |
| Richardson Financial Services Inc. | 0.06% | New | 1,026 | $82K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $80K |
| Sawyer & Company, Inc | 0.03% | No change | 972 | $78K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 971 | $78K |
| Howe & Rusling Inc. | 0.01% | New | 907 | $73K |
| Whittier Trust Co. | 0.00% | No change | 904 | $72K |
| Providence Capital Advisors, LLC | 0.02% | No change | 883 | $71K |
| Halpern Financial, Inc. | 0.02% | Reduce -13.8% | 815 | $65K |
| FWL Investment Management, LLC | 0.03% | New | 791 | $63K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +1.9% | 787 | $63K |
| Motco | 0.00% | New | 779 | $62K |
| Spirit of America Management Corp. | 0.01% | New | 772 | $62K |
| Ancora Advisors LLC | 0.00% | Add +3.8% | 768 | $62K |
| Salem Investment Counselors Inc. | 0.00% | No change | 764 | $61K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $60K |
| NFSG Corp | 0.02% | Reduce -55.1% | 723 | $58K |
| Stephens Consulting, LLC | 0.02% | No change | 720 | $58K |
| Gen-Wealth Partners Inc | 0.03% | No change | 700 | $56K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 681 | $55K |
| Caitlin John, LLC | 0.04% | Add +24.6% | 644 | $52K |
| City Holding Co. | 0.01% | Reduce -5.9% | 640 | $51K |
| Family Asset Management, LLC | 0.03% | Add +66.8% | 619 | $50K |
| Hollencrest Capital Management | 0.00% | New | 611 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $48K |
| Great Lakes Retirement, Inc. | 0.01% | New | 593 | $48K |
| Lowe Wealth Advisors, LLC | 0.02% | Reduce -7.0% | 581 | $47K |
| Triad Wealth Partners, LLC | 0.02% | New | 547 | $44K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 500 | $40K |
| Clearstead Advisors, LLC | 0.00% | No change | 484 | $39K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $36K |
| Family Manage LLC | 0.01% | New | 445 | $36K |
| Johnson Financial Group, Inc. | 0.00% | Add +13.7% | 431 | $35K |
| Princeton Global Asset Management LLC | 0.01% | No change | 430 | $34K |
| Headlands Technologies LLC | 0.00% | Reduce -63.8% | 411 | $33K |
| Main Street Group, LTD | 0.01% | Add +2.1% | 384 | $31K |
| Crewe Advisors LLC | 0.00% | Reduce -1.8% | 379 | $30K |
| New Republic Capital, LLC | 0.01% | No change | 346 | $28K |
| Wolff Wiese Magana LLC | 0.02% | No change | 345 | $28K |
| Costello Asset Management, INC | 0.02% | No change | 345 | $28K |
| Integrity Financial Corp | 0.02% | Add +3.3% | 342 | $27K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -4.2% | 339 | $27K |
| Arlington Trust Co LLC | 0.01% | New | 331 | $27K |
| Valley National Advisers Inc. | 0.00% | No change | 336 | $26K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | New | 322 | $26K |
| EdgeRock Capital LLC | 0.02% | New | 320 | $26K |
| Deutsche Bank AG | 0.00% | Add +110.0% | 315 | $25K |
| Blue Trust, Inc. | 0.00% | No change | 333 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -14.4% | 297 | $24K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -89.5% | 296 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $23K |
| MCF Advisors LLC | 0.00% | No change | 283 | $23K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 271 | $22K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 265 | $21K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 253 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +25.0% | 250 | $20K |
| Fairscale Capital, LLC | 0.02% | — | 238 | $20K |
| Hanson & Doremus Investment Management | 0.00% | Add +568.6% | 234 | $19K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 220 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $17K |
| Element Wealth, LLC | 0.01% | No change | 200 | $16K |
| HM Payson & Co. | 0.00% | No change | 188 | $15K |
| NBT Bank, N.A. | 0.00% | Reduce -97.5% | 176 | $14K |
| Abound Wealth Management | 0.00% | No change | 166 | $13K |
| Arax Advisory Partners | 0.00% | Add +9.3% | 165 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 160 | $13K |
| Lindbrook Capital, LLC | 0.00% | Add +960.0% | 159 | $13K |
| Horizons Wealth Management | 0.01% | No change | 158 | $13K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -99.8% | 154 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 150 | $12K |
| St Germain D J Co. Inc. | 0.00% | New | 142 | $11K |
| Nemes Rush Group LLC | 0.00% | No change | 135 | $11K |
| Pacific Center for Financial Services | 0.00% | No change | 120 | $10K |
| Macroview Investment Management LLC | 0.01% | Add +136.4% | 104 | $8K |
| Bangor Savings Bank | 0.00% | No change | 101 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -7.5% | 98 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $8K |
| Timber Creek Capital Management LLC | 0.00% | New | 91 | $7K |
| Breakwater Investment Management | 0.00% | No change | 88 | $7K |
| Strengthening Families & Communities, LLC | 0.00% | New | 91 | $7K |
| Hartford Financial Management Inc. | 0.00% | No change | 85 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 85 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 84 | $7K |
| Baldwin Wealth Partners LLC | 0.00% | New | 80 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 78 | $6K |
| Operose Advisors LLC | 0.00% | No change | 73 | $6K |
| BlackRock Inc. | 0.00% | New | 69 | $6K |
| Hershey Financial Advisers, LLC | 0.00% | — | 65 | $5K |
| TD Capital Management LLC | 0.00% | No change | 59 | $5K |
| M&R Capital Management Inc. | 0.00% | No change | 58 | $5K |
| 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% | Reduce -1.8% | 54 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 51 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 50 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +12.8% | 53 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 36 | $3K |
| Innealta Capital, LLC | 0.00% | New | 33 | $3K |
| Bokf, NA | 0.00% | No change | 28 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 27 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 26 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 20 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 18 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 14 | $1K |
| Balefire, LLC | 0.00% | New | 11 | $881 |
| Tompkins Financial Corp. | 0.00% | No change | 11 | $881 |
| EnRich Financial Partners LLC | 0.00% | Add +0.0% | 8 | $641 |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -77.4% | 1,602 | $575 |
| Manchester Capital Management LLC | 0.00% | Add +50.0% | 6 | $482 |
| Rakuten Securities, Inc. | 0.00% | Reduce -73.9% | 6 | $481 |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 6 | $439 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $404 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 5 | $401 |
| REAP Financial Group, LLC | 0.00% | New | 3 | $240 |
| RFP Financial Group LLC | 0.00% | New | 2 | $160 |
"% 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.