SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q3 2024 (September 30)1,022holders
64new positions
66sold out
3famous investors
$82.80avg. 13F price*
At the end of Q3 2024, 1,022 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, unchanged from Q2 2024. 64 opened new positions and 66 sold out. The largest holders were LPL Financial LLC ($2.6B), Financial Engines Advisors L.L.C. ($1.7B) and Allworth Financial LP ($1.1B). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $66.5M |
| Exits | 66 | $452.0M |
All 13F filers, Q2 2024 → Q3 2024: 14,033,659 shares bought and 27,899,159 shares sold, net −13,865,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| LPL Financial LLC | 1.16% | Add +4.5% | 31,403,162 | $2.6B |
| Financial Engines Advisors L.L.C. | 3.57% | Reduce -1.9% | 20,617,265 | $1.7B |
| Allworth Financial LP | 6.66% | Add +1.9% | 13,177,373 | $1.1B |
| Ameriprise Financial Inc. | 0.17% | Add +4.3% | 7,819,217 | $649.0M |
| Morgan Stanley | 0.04% | Add +3.7% | 7,254,623 | $601.7M |
| Horizon Investments, LLC | 14.27% | Add +5.2% | 6,482,434 | $537.7M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -49.6% | 6,078,284 | $504.1M |
| Equitable Holdings, Inc. | 4.46% | Add +0.6% | 5,552,440 | $460.5M |
| JPMorgan Chase & Co. | 0.03% | Add +2.4% | 5,161,827 | $428.1M |
| Valmark Advisers, Inc. | 6.02% | Add +2.4% | 4,638,687 | $384.7M |
| HB Wealth Management, LLC | 3.94% | Add +3.8% | 4,576,222 | $366.8M |
| UBS Group AG | 0.09% | Add +0.3% | 3,699,331 | $306.8M |
| Goldman Sachs Group Inc. | 0.06% | Add +2.5% | 3,471,435 | $287.9M |
| Quotient Wealth Partners, LLC | 9.38% | Add +3.0% | 3,441,453 | $285.4M |
| Bank of New York Mellon Corp | 0.05% | Add +12.0% | 3,440,520 | $285.4M |
| Advisory Alpha, LLC | 9.92% | Add +5.1% | 3,364,739 | $279.1M |
| Bank of America Corp. | 0.02% | Reduce -10.7% | 2,915,540 | $241.8M |
| Private Advisor Group, LLC | 1.48% | Add +1.5% | 2,875,865 | $238.5M |
| Townsquare Capital LLC | 2.77% | Add +6.3% | 2,783,907 | $230.9M |
| Orgel Wealth Management, LLC | 5.74% | Add +0.5% | 2,765,768 | $229.4M |
| RFG Advisory, LLC | 6.89% | Add +2.8% | 2,727,967 | $226.3M |
| Raymond James Financial Services Advisors, Inc. | 0.29% | Add +4.6% | 2,650,001 | $219.8M |
| Willis Johnson & Associates, Inc. | 14.85% | Add +2.3% | 2,357,397 | $195.5M |
| Cwm, LLC | 0.83% | Add +8.7% | 2,324,775 | $192.8M |
| Savant Capital, LLC | 1.57% | Reduce -9.3% | 2,279,691 | $189.1M |
| Kestra Investment Management, LLC | 8.02% | Add +70.3% | 2,251,726 | $186.8M |
| AE Wealth Management LLC | 1.65% | Add +59.8% | 2,194,870 | $182.0M |
| Cetera Investment Advisers | 0.39% | Reduce -12.8% | 2,140,048 | $177.5M |
| FMR LLC | 0.01% | Reduce -1.2% | 2,020,220 | $167.6M |
| Wells Fargo & Company | 0.04% | Add +5.8% | 1,997,217 | $165.6M |
| NorthRock Partners, LLC | 5.43% | Add +1.3% | 1,989,364 | $165.0M |
| Osaic Holdings, Inc. | 0.35% | Reduce -24.8% | 1,878,808 | $155.8M |
| Royal Bank of Canada | 0.03% | Reduce -4.4% | 1,792,686 | $148.7M |
| Mainstay Capital Management LLC | 23.55% | Add +4.4% | 1,696,030 | $140.7M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -4.5% | 1,663,786 | $138.0M |
| Nicolet Advisory Services, LLC | 12.37% | Reduce -1.5% | 1,599,478 | $131.0M |
| Corient Private Wealth LP | 0.19% | Reduce -2.5% | 1,486,911 | $123.3M |
| HighTower Advisors, LLC | 0.18% | Add +1.0% | 1,484,956 | $123.1M |
| Connecticut Wealth Management, LLC | 5.73% | Add +3.4% | 1,427,742 | $118.4M |
| Focused Wealth Management, Inc | 15.92% | Add +0.9% | 1,424,945 | $118.2M |
| First National Trust Co | 4.47% | Reduce -10.8% | 1,393,747 | $115.6M |
| Gerber Kawasaki Wealth & Investment Management | 5.03% | Add +190.3% | 1,319,267 | $109.4M |
| Black Swift Group, LLC | 24.04% | Reduce -4.7% | 1,312,418 | $108.9M |
| Syntegra Private Wealth Group, LLC | 12.36% | Add +15.8% | 1,289,823 | $107.0M |
| Janney Montgomery Scott LLC | 0.29% | Reduce -7.4% | 1,244,831 | $103.2M |
| KWB Wealth | 13.44% | Reduce -2.7% | 1,287,240 | $103.1M |
| CoreCap Advisors, LLC | 4.83% | Add +0.9% | 1,236,696 | $102.6M |
| Tiaa Trust, National Association | 0.30% | Add +24.0% | 1,231,972 | $102.2M |
| AlphaStar Capital Management, LLC | 7.58% | Add +1.4% | 1,151,207 | $95.5M |
| Mariner, LLC | 0.16% | Add +6.9% | 1,054,189 | $87.4M |
| Old National Bancorp | 2.01% | Reduce -0.2% | 1,050,514 | $87.1M |
| First Command Advisory Services, Inc. | 0.81% | Reduce -33.1% | 1,012,008 | $83.9M |
| SCS Capital Management LLC | 1.56% | Reduce -0.1% | 931,914 | $77.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.74% | Add +2.1% | 908,754 | $75.4M |
| Prudential Financial Inc. | 0.10% | Reduce -11.5% | 883,318 | $73.3M |
| Cannon Financial Strategists, Inc. | 12.09% | Reduce -0.1% | 833,831 | $69.2M |
| Envestnet Portfolio Solutions, Inc. | 0.22% | Reduce -14.5% | 814,797 | $67.6M |
| Octavia Wealth Advisors, LLC | 8.12% | Add +16.1% | 794,117 | $65.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +129.1% | 766,508 | $63.6M |
| Raymond James & Associates | 0.04% | Add +1.4% | 716,405 | $59.4M |
| Stifel Financial Corp. | 0.06% | Add +26.0% | 692,993 | $57.5M |
| Flagship Harbor Advisors, LLC | 3.12% | Add +15.3% | 683,897 | $56.7M |
| Klingman & Associates, LLC | 3.51% | Reduce -0.7% | 683,097 | $56.7M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -7.0% | 676,635 | $56.1M |
| Reston Wealth Management LLC | 20.30% | Add +0.9% | 676,037 | $56.1M |
| Nottingham Advisors, Inc. | 6.17% | Add +0.8% | 672,828 | $55.8M |
| Ackerman Capital Advisors, LLC | 14.21% | Reduce -2.0% | 663,444 | $55.0M |
| Financial Planning & Information Services, Inc. | 7.43% | Add +7.8% | 649,822 | $53.9M |
| MML Investors Services, LLC | 0.19% | Reduce -14.1% | 644,291 | $53.4M |
| Integrated Wealth Concepts LLC | 0.64% | Reduce -10.3% | 631,655 | $52.4M |
| Founders Financial Securities LLC | 4.80% | Add +9.2% | 627,032 | $52.0M |
| ESL Trust Services, LLC | 11.66% | Reduce -0.0% | 620,678 | $51.5M |
| Kestra Advisory Services, LLC | 0.28% | Reduce -24.4% | 618,564 | $51.3M |
| Compton Financial Group, LLC | 15.27% | Reduce -10.3% | 609,472 | $50.5M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -1.7% | 600,224 | $49.8M |
| Merit Financial Group, LLC | 1.10% | Reduce -8.1% | 591,317 | $49.0M |
| Roberts Financial Services LLC | 9.02% | Reduce -37.5% | 581,174 | $48.2M |
| Ameritas Advisory Services, LLC | 1.98% | Reduce -2.2% | 551,833 | $45.8M |
| Perennial Investment Advisors, LLC | 5.81% | Reduce -1.4% | 539,201 | $44.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.29% | Add +0.4% | 533,858 | $44.3M |
| SilverOak Wealth Management LLC | 9.53% | Add +2.8% | 512,409 | $42.5M |
| Canandaigua National Bank & Trust Co. | 3.95% | Add +4.5% | 498,146 | $41.3M |
| Rodgers & Associates, LTD | 4.86% | Reduce -2.9% | 491,459 | $40.8M |
| IHT Wealth Management, LLC | 1.15% | Add +5.7% | 489,963 | $40.6M |
| Mma Asset Management LLC | 10.40% | Add +66.3% | 536,983 | $39.0M |
| Truefg, LLC | 12.69% | Reduce -1.3% | 468,358 | $38.8M |
| Trilogy Capital Inc. | 1.91% | Reduce -20.3% | 456,151 | $37.8M |
| Benjamin Edwards Inc. | 0.55% | Add +2658.0% | 451,865 | $37.5M |
| CGN Advisors LLC | 3.72% | Add +23.0% | 445,915 | $37.0M |
| Kingsview Wealth Management, LLC | 0.77% | Reduce -5.6% | 442,319 | $36.7M |
| Signet Financial Management, LLC | 4.64% | Add +0.7% | 439,294 | $36.4M |
| Two Sigma Investments, LP | 0.08% | Add +439.4% | 431,500 | $35.8M |
| Good Life Advisors, LLC | 2.16% | Add +3.6% | 422,233 | $35.0M |
| Woodard & Co. Asset Management Group Inc. | 7.81% | Add +3.2% | 419,259 | $34.8M |
| ERn Financial, LLC | 5.24% | Add +5.4% | 415,636 | $34.5M |
| Convergence Financial, LLC | 7.28% | Add +8.3% | 413,223 | $34.3M |
| Stratos Wealth Partners, LTD. | 0.49% | Add +11.2% | 405,739 | $33.7M |
| Executive Wealth Management, LLC | 2.63% | Reduce -0.8% | 404,379 | $33.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -3.8% | 403,799 | $33.5M |
| Buska Wealth Management, LLC | 11.59% | Add +6.4% | 400,798 | $33.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.07% | Add +5.6% | 389,070 | $32.3M |
| Whitcomb & Hess, Inc. | 9.59% | Reduce -2.1% | 388,550 | $32.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.75% | Add +3.8% | 387,114 | $32.1M |
| Nicolet Bankshares Inc. | 6.44% | Reduce -2.0% | 385,043 | $31.9M |
| Oarsman Capital, Inc. | 5.86% | Reduce -2.0% | 381,706 | $31.7M |
| Investments & Financial Planning, LLC | 20.03% | Reduce -3.0% | 381,274 | $31.6M |
| Keystone Financial Group | 3.98% | New | 373,314 | $31.0M |
| Riversedge Advisors, LLC | 6.92% | Reduce -0.4% | 367,674 | $30.5M |
| Tradewinds Capital Management, LLC | 8.13% | Add +1901.6% | 366,615 | $30.4M |
| Garrett Wealth Advisory Group, LLC | 7.37% | Add +12.6% | 359,570 | $29.8M |
| Waverly Advisors, LLC | 0.55% | Add +1.6% | 358,007 | $29.7M |
| Financial Advocates Investment Management | 1.68% | Reduce -0.6% | 356,813 | $29.6M |
| NewEdge Advisors, LLC | 0.19% | Reduce -4.0% | 356,218 | $29.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.46% | Add +5.3% | 348,106 | $28.9M |
| Leslie Global Wealth, LLC | 13.91% | Add +11.0% | 345,165 | $28.6M |
| Courier Capital LLC | 1.93% | Add +3.3% | 338,742 | $28.1M |
| Brookstone Capital Management | 0.41% | Reduce -3.3% | 337,855 | $28.0M |
| Alera Investment Advisors, LLC | 3.26% | Reduce -9.9% | 335,101 | $27.8M |
| Creative Planning | 0.03% | Reduce -0.5% | 332,326 | $27.6M |
| Destiny Capital Corp | 17.07% | Add +6.1% | 333,112 | $27.5M |
| Kestra Private Wealth Services, LLC | 0.50% | Add +8.4% | 329,981 | $27.5M |
| Cary Street Partners Investment Advisory LLC | 1.00% | Add +6.4% | 329,915 | $27.4M |
| Symphony Financial, Ltd. Co. | 4.47% | Add +2.1% | 328,149 | $27.0M |
| Cary Street Partners Asset Management LLC | 3.49% | Add +4.5% | 319,327 | $26.5M |
| Verus Capital Partners, LLC | 2.53% | Add +0.1% | 311,118 | $25.8M |
| CIBC Private Wealth Group LLC | 0.05% | Add +39.9% | 311,164 | $25.8M |
| Beutel, Goodman & Co Ltd. | 0.13% | No change | 306,462 | $25.4M |
| Aptus Capital Advisors, LLC | 0.38% | Add +17001.6% | 304,751 | $25.3M |
| Sunburst Financial Group, LLC | 6.33% | Add +7.4% | 300,763 | $24.9M |
| 9258 Wealth Management, LLC | 3.68% | Reduce -1.1% | 300,388 | $24.9M |
| Diversify Wealth Management, LLC | 2.37% | Add +17.4% | 294,870 | $24.6M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -32.8% | 296,700 | $24.6M |
| Money Design Co.,Ltd. | 1.20% | Add +10.5% | 290,404 | $24.1M |
| Hilltop Partners LLC | 8.02% | Add +21.1% | 287,550 | $23.8M |
| Inspirion Wealth Advisors, LLC | 3.32% | Reduce -11.1% | 286,257 | $23.7M |
| Quest Investment Management LLC | 2.75% | Add +2.2% | 283,247 | $23.5M |
| Corebridge Financial, Inc. | 0.12% | Add +20.8% | 282,200 | $23.4M |
| Alta Wealth Advisors LLC | 10.63% | Add +5.9% | 280,505 | $23.3M |
| Geneos Wealth Management Inc. | 0.89% | Reduce -3.1% | 280,016 | $23.2M |
| Truist Financial Corp. | 0.04% | Reduce -9.8% | 275,675 | $22.9M |
| Western Wealth Management, LLC | 1.30% | Reduce -13.9% | 274,671 | $22.8M |
| Waterloo Capital, L.P. | 2.47% | Reduce -13.1% | 272,957 | $22.6M |
| Clear Creek Financial Management, LLC | 2.50% | Reduce -6.5% | 266,190 | $22.1M |
| Drake & Associates, LLC | 7.05% | Add +1.1% | 263,161 | $21.8M |
| Citizens Financial Group Inc. | 0.43% | Add +21.3% | 259,364 | $21.5M |
| Brandywine Oak Private Wealth LLC | 2.08% | Add +3.8% | 259,105 | $21.5M |
| Eagle Strategies LLC | 3.87% | Add +3.2% | 258,019 | $21.4M |
| JNBA Financial Advisors | 2.13% | Reduce -3.9% | 255,040 | $21.2M |
| CCG Wealth Management, LLC | 11.81% | Reduce -0.3% | 254,494 | $21.1M |
| Balanced Wealth Group LLC | 9.26% | Reduce -77.3% | 288,306 | $20.9M |
| Higgins & Schmidt Wealth Strategies LLC | 13.46% | Add +0.5% | 251,434 | $20.9M |
| Sargent Investment Group, LLC | 3.59% | Add +48.3% | 240,615 | $20.0M |
| WFA Asset Management Corp | 10.55% | Reduce -4.7% | 234,176 | $19.4M |
| Choice Wealth Advisors LLC | 9.65% | Reduce -1.2% | 232,957 | $19.3M |
| Wealth Management Resources, Inc. | 7.69% | Add +5.3% | 231,244 | $19.2M |
| Hofer & Associates. Inc | 13.16% | Reduce -0.4% | 229,907 | $19.1M |
| Vertex Planning Partners, LLC | 4.56% | Add +1.2% | 229,776 | $19.1M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +2.5% | 228,651 | $19.0M |
| First Heartland Consultants, Inc. | 2.03% | Add +2.8% | 227,360 | $18.9M |
| Gladstone Institutional Advisory LLC | 0.92% | Add +329.5% | 226,696 | $18.8M |
| GeoWealth Management, LLC | 0.66% | Add +187.1% | 225,578 | $18.7M |
| Horizon Wealth Management, LLC | 3.71% | Add +2.6% | 224,312 | $18.6M |
| Twin Focus Capital Partners, LLC | 2.92% | Add +3.1% | 223,549 | $18.5M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -1.1% | 221,985 | $18.4M |
| Modern Wealth Management, LLC | 1.11% | Add +4.2% | 218,158 | $18.1M |
| Kozak & Associates, Inc. | 4.26% | Reduce -4.0% | 214,763 | $18.0M |
| Boyd Wealth Management, LLC | 9.11% | Add +32.6% | 216,847 | $18.0M |
| Prepared Retirement Institute LLC | 10.77% | Add +1.2% | 214,603 | $17.8M |
| Vicus Capital | 1.55% | Reduce -4.3% | 211,683 | $17.6M |
| Florida Trust Wealth Management Co | 0.56% | Reduce -0.4% | 210,564 | $17.5M |
| Navalign, LLC | 5.11% | Reduce -2.6% | 209,280 | $17.4M |
| Hobart Private Capital, LLC | 4.40% | Add +1.4% | 207,350 | $17.2M |
| Diligent Investors, LLC | 3.97% | Reduce -2.5% | 206,079 | $17.1M |
| CarsonAllaria Wealth Management, Ltd. | 9.73% | Reduce -4.2% | 204,555 | $17.0M |
| Dakota Wealth Management | 0.38% | Add +6.2% | 204,496 | $17.0M |
| Buttonwood Financial Group, LLC | 10.06% | Reduce -37.0% | 202,233 | $16.8M |
| Horizon Financial Services, LLC | 9.88% | Add +0.1% | 200,511 | $16.6M |
| Millington Financial Advisors, LLC | 10.35% | Add +8.0% | 200,163 | $16.6M |
| Carnegie Investment Counsel | 0.49% | Reduce -3.4% | 199,046 | $16.5M |
| Confluence Investment Management LLC | 0.22% | Add +38.3% | 198,608 | $16.5M |
| Boston Mountain Money Management Inc. | 9.52% | Reduce -2.5% | 197,600 | $16.4M |
| Concurrent Investment Advisors, LLC | 0.48% | Add +4.5% | 196,203 | $16.3M |
| Optas, LLC | 3.73% | Add +1.7% | 195,629 | $16.2M |
| Harbor Group, Inc. | 3.73% | Add +1.7% | 194,280 | $16.1M |
| M&T Bank Corp | 0.05% | Reduce -1.0% | 189,318 | $15.7M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -23.6% | 180,568 | $15.6M |
| CX Institutional | 0.69% | Reduce -0.2% | 186,795 | $15.5M |
| Tower Wealth Partners, Inc. | 9.00% | Reduce -0.2% | 186,626 | $15.5M |
| Sterling Manor Financial, LLC | 10.31% | Reduce -3.8% | 183,571 | $15.2M |
| One Capital Management, LLC | 0.46% | Reduce -0.6% | 172,237 | $14.3M |
| Pinnacle Wealth Planning Services, Inc. | 1.91% | Reduce -3.3% | 169,279 | $14.0M |
| Retirement Financial Solutions, LLC | 6.13% | Reduce -0.6% | 168,834 | $14.0M |
| GHP Investment Advisors, Inc. | 0.63% | Add +2.0% | 166,193 | $13.8M |
| Silver Oak Securities, Incorporated | 1.45% | Add +20.8% | 166,594 | $13.7M |
| Tidemark, LLC | 5.56% | Add +1.6% | 163,464 | $13.6M |
| NewSquare Capital LLC | 1.07% | Add +0.5% | 162,191 | $13.5M |
| Wrapmanager Inc. | 3.47% | Reduce -6.7% | 161,640 | $13.4M |
| Investors Research Corp | 2.87% | Add +7.4% | 158,128 | $13.1M |
| McNaughton Wealth Management, LLC | 6.38% | Reduce -3.1% | 157,968 | $13.1M |
| Assetmark, Inc. | 0.04% | Reduce -19.7% | 156,049 | $12.9M |
| Avestar Capital, LLC | 1.39% | Reduce -7.0% | 153,941 | $12.8M |
| Centaurus Financial, Inc. | 0.81% | Reduce -3.4% | 153,088 | $12.7M |
| Optimist Retirement Group LLC | 5.66% | Reduce -0.2% | 151,114 | $12.5M |
| Diversify Advisory Services, LLC | 0.67% | Add +22.3% | 145,978 | $12.4M |
| Pecaut & Co. | 4.25% | Add +0.4% | 144,663 | $12.0M |
| Capital Analysts, LLC | 0.49% | Reduce -5.5% | 144,650 | $12.0M |
| Concord Wealth Partners | 1.99% | Reduce -5.0% | 143,696 | $11.9M |
| Magnus Financial Group LLC | 1.21% | Add +0.8% | 142,713 | $11.8M |
| New England Capital Financial Advisors LLC | 6.13% | Reduce -6.0% | 142,319 | $11.8M |
| Flynn Zito Capital Management, LLC | 5.59% | Add +0.2% | 139,150 | $11.5M |
| Cornerstone Wealth Management, LLC | 0.81% | Add +0.7% | 138,957 | $11.5M |
| Summit Financial, LLC | 0.45% | Add +21.6% | 138,879 | $11.5M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -6.6% | 138,533 | $11.5M |
| Goldstone Financial Group, LLC | 1.99% | Add +9.4% | 137,566 | $11.4M |
| Stonebrook Private Inc. | 2.97% | Add +9.1% | 135,424 | $11.2M |
| Financial Gravity Companies, Inc. | 2.96% | — | 133,302 | $11.1M |
| Sage Financial Management Group, Inc. | 4.27% | Add +4.3% | 132,723 | $11.0M |
| Oak Harvest Investment Services | 1.58% | Reduce -7.0% | 132,426 | $11.0M |
| Probity Advisors, Inc. | 2.06% | Add +6.8% | 129,600 | $10.7M |
| Rooted Wealth Advisors, Inc. | 4.76% | Add +19.7% | 130,158 | $10.7M |
| TPG Financial Advisors, LLC | 4.80% | Add +3.1% | 128,591 | $10.7M |
| Melone Private Wealth, LLC | 5.66% | Add +2.6% | 128,436 | $10.7M |
| Advisory Services Network, LLC | 0.22% | No change | 130,645 | $10.5M |
| Concord Asset Management, LLC | 2.33% | Reduce -4.8% | 124,333 | $10.3M |
| Atria Investments, Inc | 0.13% | Reduce -28.6% | 123,417 | $10.2M |
| Portside Wealth Group, LLC | 1.74% | Add +9.1% | 122,873 | $10.2M |
| Cobblestone Asset Management LLC | 6.12% | Reduce -9.1% | 122,612 | $10.2M |
| Centennial Wealth Advisory LLC | 3.90% | Reduce -7.3% | 120,471 | $10.0M |
| GenWealth Group, Inc. | 2.25% | Add +0.3% | 117,858 | $9.8M |
| Tranquilli Financial Advisor LLC | 6.10% | Add +21.6% | 117,358 | $9.7M |
| Independent Wealth Network Inc. | 4.31% | Reduce -6.4% | 117,210 | $9.7M |
| Sequent Asset Management, LLC | 4.78% | Reduce -4.2% | 116,755 | $9.7M |
| Foguth Wealth Management, LLC. | 3.52% | Add +25.8% | 116,373 | $9.7M |
| Signal Advisors Wealth, LLC | 1.39% | Add +502.8% | 116,645 | $9.7M |
| Measured Wealth Private Client Group, LLC | 3.23% | Reduce -72.2% | 116,582 | $9.7M |
| Quent Capital, LLC | 0.97% | Reduce -3.7% | 115,212 | $9.6M |
| Lane & Associates LLC | 5.10% | Add +105.1% | 113,015 | $9.4M |
| Asset Allocation Strategies LLC | 2.65% | Add +2.5% | 112,375 | $9.3M |
| Freedom Investment Management, Inc. | 0.74% | Reduce -5.2% | 112,045 | $9.3M |
| TAGStone Capital, Inc. | 4.70% | Add +1.6% | 110,874 | $9.2M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -8.1% | 109,712 | $9.1M |
| Park Avenue Securities LLC | 0.10% | Reduce -77.1% | 108,746 | $9.0M |
| American Financial & Tax Strategies Inc. | 4.40% | Reduce -4.7% | 104,544 | $8.7M |
| Apollon Financial, LLC | 2.54% | Reduce -0.4% | 104,291 | $8.6M |
| GM Advisory Group, LLC | 0.52% | Add +12.8% | 104,182 | $8.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Reduce -2.0% | 103,324 | $8.6M |
| Northeast Financial Consultants Inc | 0.37% | Add +11.5% | 102,880 | $8.5M |
| Wellspring Financial Advisors, LLC | 1.02% | Add +135.1% | 245,254 | $8.5M |
| PFG Advisors | 0.54% | Add +827.6% | 102,510 | $8.5M |
| Oxinas Partners, LLC | 5.19% | Reduce -3.6% | 102,125 | $8.5M |
| Meritage Portfolio Management | 0.51% | Add +1.7% | 101,318 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.53% | Reduce -5.8% | 101,174 | $8.4M |
| LifePlan Financial, LLC | 7.20% | Reduce -2.0% | 101,152 | $8.4M |
| Collaborative Wealth Managment Inc. | 3.79% | Add +3.3% | 101,058 | $8.4M |
| Shilanski & Associates, Inc. | 2.68% | New | 99,461 | $8.2M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -10.8% | 98,593 | $8.2M |
| Marathon Mission, Inc. | 5.67% | Add +0.5% | 98,134 | $8.1M |
| Power Wealth Management LLC | 3.43% | Add +22.7% | 96,715 | $8.0M |
| Baird Financial Group, Inc. | 0.02% | Add +7.1% | 95,275 | $7.9M |
| PFG Private Wealth Management, LLC | 4.57% | Add +6.0% | 95,005 | $7.9M |
| BCS Wealth Management | 3.34% | Add +7.4% | 94,793 | $7.9M |
| Arete Wealth Advisors, LLC | 0.67% | Reduce -3.9% | 95,218 | $7.8M |
| Intergy Private Wealth, LLC | 2.96% | Reduce -0.2% | 93,854 | $7.8M |
| Planning Capital Management Corp | 5.14% | Add +4.0% | 93,449 | $7.8M |
| AIFG Consultants Ltd. | 5.87% | Reduce -3.0% | 93,244 | $7.7M |
| 1ST Source Bank | 0.43% | Reduce -0.5% | 92,755 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +54.3% | 92,662 | $7.7M |
| Gibbs Wealth Management | 2.48% | Add +43.6% | 92,291 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -12.3% | 93,405 | $7.6M |
| Financial Management Professionals, Inc. | 0.95% | Reduce -5.0% | 91,878 | $7.6M |
| Sanchez Wealth Management Group | 2.31% | Add +23.1% | 91,281 | $7.6M |
| 1834 Investment Advisors Co. | 0.88% | Add +12.8% | 91,081 | $7.6M |
| Avior Wealth Management, LLC | 0.30% | Reduce -0.2% | 90,975 | $7.5M |
| Obsidian Personal Planning Solutions LLC | 3.93% | Add +6.6% | 91,229 | $7.5M |
| Breakwater Capital Group | 1.51% | Add +11.6% | 90,068 | $7.5M |
| Transcend Capital Advisors, LLC | 0.50% | Add +3.7% | 89,763 | $7.4M |
| Priebe Wealth Holdings LLC | 5.42% | Reduce -2.3% | 89,694 | $7.4M |
| Ausdal Financial Partners, Inc. | 0.77% | Add +29.0% | 89,616 | $7.4M |
| Relyea Zuckerberg Hanson LLC | 1.13% | Reduce -1.8% | 89,399 | $7.4M |
| Marion Wealth Management | 1.97% | Add +3.3% | 88,851 | $7.4M |
| Occidental Asset Management, LLC | 1.19% | Add +1.1% | 88,660 | $7.4M |
| Bridgewealth Advisory Group, LLC | 2.67% | Add +9.8% | 88,626 | $7.4M |
| Compass Financial Group, Inc. | 3.40% | Add +1.3% | 88,509 | $7.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +50.2% | 88,050 | $7.3M |
| Harbour Investments, Inc. | 0.22% | Reduce -1.6% | 87,035 | $7.2M |
| Global Retirement Partners, LLC | 0.22% | Reduce -54.1% | 86,673 | $7.2M |
| Tsfg, LLC | 1.54% | Add +0.1% | 85,212 | $7.1M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Reduce -49.5% | 85,115 | $7.1M |
| Waller Financial Planning Group, Inc. | 1.75% | Add +2.4% | 85,051 | $7.1M |
| Private Trust Co. NA | 0.71% | Reduce -2.0% | 84,971 | $7.0M |
| Regimen Wealth, LLC | 2.28% | Reduce -2.4% | 84,944 | $7.0M |
| Founders Capital Management | 4.28% | Add +1.8% | 84,727 | $7.0M |
| Key Financial Inc | 1.54% | Reduce -0.6% | 84,187 | $7.0M |
| City Center Advisors, LLC | 7.66% | Reduce -2.4% | 83,025 | $6.9M |
| Motive Wealth Advisors | 4.05% | No change | 84,249 | $6.8M |
| WealthPLAN Partners, LLC | 0.89% | Reduce -0.9% | 79,892 | $6.6M |
| Soltis Investment Advisors LLC | 0.64% | Add +2.9% | 79,218 | $6.6M |
| Affinity Capital Advisors, LLC | 1.26% | Reduce -9.0% | 78,702 | $6.5M |
| Tritonpoint Wealth, LLC | 0.60% | Reduce -9.4% | 79,023 | $6.5M |
| Financial Council, LLC | 3.38% | Add +2.8% | 78,314 | $6.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.1% | 77,619 | $6.4M |
| Graypoint LLC | 0.41% | Reduce -12.1% | 76,704 | $6.4M |
| IAG Wealth Partners, LLC | 1.17% | Reduce -7.8% | 76,559 | $6.3M |
| Beacon Bridge Wealth Partners, LLC | 2.73% | Add +9.9% | 76,532 | $6.3M |
| Cooper Financial Group | 0.82% | Reduce -8.3% | 75,978 | $6.3M |
| SIMA Wealth Partners, LLC | 5.44% | Add +32.3% | 75,551 | $6.3M |
| Auour Investments LLC | 2.22% | Reduce -0.4% | 73,053 | $6.2M |
| One Day In July LLC | 0.69% | Reduce -1.0% | 74,169 | $6.2M |
| Captrust Financial Advisors | 0.02% | Reduce -2.9% | 74,019 | $6.1M |
| Braun-Bostich & Associates Inc. | 4.23% | Reduce -9.5% | 73,202 | $6.1M |
| Transform Wealth, LLC | 0.39% | Add +3.0% | 71,837 | $6.0M |
| Prairieview Wealth Partners, LLC | 6.42% | Reduce -49.1% | 71,672 | $5.9M |
| Meridian Wealth Management, LLC | 0.29% | Reduce -4.8% | 71,283 | $5.9M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.7% | 71,173 | $5.9M |
| Denver Wealth Management, Inc. | 2.73% | Reduce -2.6% | 71,055 | $5.9M |
| Systematic Alpha Investments, LLC | 0.21% | No change | 70,000 | $5.8M |
| Comerica Bank | 0.02% | Add +0.0% | 69,976 | $5.8M |
| Sabal Trust CO | 0.32% | Add +68.5% | 69,860 | $5.8M |
| Farther Finance Advisors, LLC | 0.21% | Reduce -0.8% | 66,884 | $5.5M |
| IFP Advisors, Inc | 0.20% | Add +5.8% | 66,272 | $5.5M |
| PAX Financial Group, LLC | 0.97% | Add +1.3% | 65,424 | $5.4M |
| GoalVest Advisory LLC | 1.56% | Reduce -2.3% | 65,368 | $5.4M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +8.4% | 65,136 | $5.4M |
| Redwood Investment Management, LLC | 0.48% | Add +128.0% | 64,176 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.4% | 64,725 | $5.4M |
| Fsa Wealth Partners, Inc. | 1.29% | Reduce -78.7% | 64,330 | $5.3M |
| Capital Advisory Group Advisory Services, LLC | 2.11% | Add +3.0% | 64,043 | $5.3M |
| Hill Island Financial LLC | 1.59% | Reduce -1.8% | 63,467 | $5.3M |
| PSI Advisors, LLC | 1.54% | Add +0.8% | 63,285 | $5.2M |
| Bristlecone Advisors, LLC | 0.42% | Add +8.2% | 63,120 | $5.2M |
| Tobias Financial Advisors, Inc. | 1.04% | Reduce -1.6% | 62,658 | $5.2M |
| Independent Financial Group, LLC | 0.19% | Add +8.8% | 61,234 | $5.1M |
| Darwin Wealth Management, LLC | 1.38% | Reduce -3.6% | 60,537 | $5.0M |
| LexAurum Advisors, LLC | 1.11% | Reduce -5.8% | 60,505 | $5.0M |
| Colton Groome Financial Advisors, LLC | 1.86% | Reduce -1.3% | 59,911 | $5.0M |
| Moloney Securities Asset Management, LLC | 0.67% | Reduce -1.4% | 59,881 | $5.0M |
| Thrive Capital Management, LLC | 2.30% | Reduce -9.5% | 58,964 | $4.9M |
| USAdvisors Wealth Management, LLC | 1.71% | Reduce -4.6% | 59,264 | $4.9M |
| Asset Management Group, Inc. | 0.69% | Reduce -1.1% | 58,520 | $4.9M |
| Spire Wealth Management | 0.16% | Reduce -10.0% | 58,048 | $4.8M |
| UNIVEST FINANCIAL Corp | 0.31% | New | 57,399 | $4.8M |
| Echo Wealth Management, LLC | 3.30% | Reduce -10.5% | 56,272 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -58.8% | 54,929 | $4.6M |
| Foundations Investment Advisors, LLC | 0.09% | Add +60.1% | 54,423 | $4.5M |
| Dynamic Wealth Strategies, LLC | 3.68% | Reduce -0.7% | 54,354 | $4.5M |
| Rollins Financial Advisors, LLC | 0.75% | Reduce -8.3% | 54,208 | $4.5M |
| Householder Group Estate & Retirement Specialist, LLC | 1.30% | Add +1.2% | 53,817 | $4.5M |
| Wambolt & Associates, LLC | 1.22% | Add +4.3% | 54,589 | $4.5M |
| MidAtlantic Capital Management, Inc. | 3.13% | Reduce -0.6% | 51,643 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -93.9% | 51,601 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -93.9% | 51,601 | $4.3M |
| Mgo One Seven LLC | 0.18% | Add +65.2% | 51,453 | $4.3M |
| Financial Futures Ltd Liability Co. | 2.44% | Reduce -16.7% | 51,436 | $4.3M |
| Advisor OS, LLC | 0.42% | Reduce -0.9% | 50,743 | $4.2M |
| Smartleaf Asset Management LLC | 0.50% | Reduce -1.9% | 49,872 | $4.1M |
| ABLE Financial Group, LLC | 1.27% | Add +129.9% | 49,440 | $4.1M |
| Retirement Income Solutions, Inc. | 0.92% | Reduce -1.7% | 48,764 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -73.5% | 48,730 | $4.0M |
| Sharkey, Howes & Javer | 0.57% | Reduce -4.8% | 48,630 | $4.0M |
| Burney Co./ | 0.14% | Add +3.3% | 48,349 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +10.4% | 48,185 | $4.0M |
| GPS Wealth Strategies Group, LLC | 0.52% | Add +12.2% | 47,495 | $3.9M |
| RDA Financial Network | 1.22% | Add +11.9% | 47,489 | $3.9M |
| WealthPlan Investment Management, LLC | 0.40% | Add +8.6% | 47,356 | $3.9M |
| JDM Financial Group LLC | 2.10% | Reduce -42.5% | 46,661 | $3.9M |
| Modera Wealth Management, LLC | 0.05% | Reduce -2.5% | 45,959 | $3.8M |
| Fifth Third Bancorp | 0.01% | Add +196.9% | 45,673 | $3.8M |
| Venture Visionary Partners LLC | 0.17% | Add +3.3% | 45,389 | $3.8M |
| Luken Investment Analytics, LLC | 1.72% | Reduce -0.1% | 45,224 | $3.8M |
| Koshinski Asset Management, Inc. | 0.32% | Reduce -0.8% | 45,061 | $3.7M |
| Quadrant Capital Group LLC | 0.26% | Add +0.3% | 44,653 | $3.7M |
| Salomon & Ludwin, LLC | 0.38% | Add +2.8% | 44,504 | $3.7M |
| Larson Financial Group LLC | 0.21% | Reduce -41.3% | 44,356 | $3.7M |
| SigFig Wealth Management, LLC | 0.13% | Reduce -64.0% | 44,481 | $3.7M |
| Sightline Wealth Advisors, LLC | 2.00% | Reduce -3.9% | 43,793 | $3.6M |
| American Trust | 0.30% | Reduce -0.4% | 43,754 | $3.6M |
| Private Wealth Group, LLC | 1.81% | Reduce -4.6% | 43,731 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.1% | 43,455 | $3.6M |
| Gratus Wealth Advisors, LLC | 0.58% | Add +3.2% | 43,599 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +18.8% | 42,525 | $3.5M |
| Banco BTG Pactual S.A. | 0.90% | Reduce -34.6% | 41,872 | $3.5M |
| Towerpoint Wealth, LLC | 1.64% | Reduce -0.2% | 41,850 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.80% | Add +5.4% | 41,501 | $3.4M |
| Atticus Wealth Management, LLC | 1.10% | Reduce -5.7% | 41,364 | $3.4M |
| Strategic Blueprint, LLC | 0.21% | Add +6.8% | 41,179 | $3.4M |
| Canandaigua National Trust Co of Florida | 2.93% | — | 41,104 | $3.4M |
| Financial Network Wealth Advisors LLC | 2.81% | Reduce -2.3% | 41,093 | $3.4M |
| Glen Eagle Advisors, LLC | 0.57% | Add +10.1% | 40,808 | $3.4M |
| Journey Strategic Wealth LLC | 0.12% | New | 40,793 | $3.4M |
| United Advisor Group, LLC | 0.76% | Add +0.5% | 40,669 | $3.4M |
| Wells Financial Advisors INC | 4.45% | Reduce -79.9% | 39,669 | $3.3M |
| Continuum Advisory, LLC | 0.41% | Reduce -1.5% | 37,364 | $3.2M |
| IFG Advisory, LLC | 0.20% | Add +25.7% | 38,423 | $3.2M |
| Aspen Investment Management Inc | 1.48% | Add +2.7% | 38,256 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -24.1% | 38,210 | $3.2M |
| Faithward Advisors, LLC | 0.55% | Add +4.0% | 37,976 | $3.1M |
| Boulder Wealth Advisors, LLC | 1.71% | Add +7.8% | 37,952 | $3.1M |
| Shepherd Financial Partners LLC | 0.37% | Add +3.0% | 36,881 | $3.1M |
| Synovus Financial Corp. | 0.04% | Reduce -29.8% | 36,874 | $3.1M |
| YHB Investment Advisors, Inc. | 0.25% | Add +3.4% | 36,656 | $3.0M |
| Wealth Advisors of Iowa, LLC | 1.54% | Reduce -95.0% | 36,554 | $3.0M |
| Money Concepts Capital Corp. | 0.23% | Reduce -16.8% | 36,322 | $3.0M |
| Tidal Investments LLC | 0.03% | Reduce -40.4% | 36,179 | $3.0M |
| Cannon Wealth Management Services, LLC | 2.74% | — | 36,101 | $3.0M |
| Saxony Capital Management, LLC | 2.72% | Add +65.7% | 35,798 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -68.2% | 36,026 | $3.0M |
| Iowa State Bank | 0.60% | Reduce -12.0% | 35,456 | $2.9M |
| Coppell Advisory Solutions LLC | 0.43% | Reduce -3.0% | 35,456 | $2.9M |
| Florida Financial Advisors, LLC | 1.50% | Add +8.1% | 34,967 | $2.9M |
| MBM Wealth Consultants, LLC | 0.91% | Reduce -2.4% | 34,847 | $2.9M |
| SkyOak Wealth, LLC | 0.64% | Reduce -0.6% | 34,689 | $2.9M |
| IMC-Chicago, LLC | 0.08% | Add +24.3% | 34,569 | $2.9M |
| Opal Wealth Advisors, LLC | 0.89% | Add +0.7% | 34,098 | $2.8M |
| N.E.W. Advisory Services LLC | 0.28% | Add +11.6% | 34,069 | $2.8M |
| Moneco Advisors, LLC | 0.35% | Add +9.7% | 33,784 | $2.8M |
| Encompass More Asset Management | 1.07% | Reduce -3.3% | 33,771 | $2.8M |
| Blair William & Co. | 0.01% | Add +1.7% | 33,604 | $2.8M |
| Stegent Equity Advisors, Inc. | 3.07% | Reduce -38.5% | 33,464 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +9.1% | 33,394 | $2.8M |
| New Century Financial Group, LLC | 1.01% | Reduce -26.5% | 33,248 | $2.8M |
| LBMC Investment Advisors, LLC | 0.22% | Add +0.1% | 33,123 | $2.7M |
| FCG Investment Co | 1.80% | Add +11.9% | 33,048 | $2.7M |
| Summit Investment Advisory Services, LLC | 1.44% | Add +47.8% | 32,839 | $2.7M |
| Partners in Financial Planning | 0.55% | Reduce -5.1% | 32,609 | $2.7M |
| Marietta Wealth Management, LLC | 0.39% | No change | 32,585 | $2.7M |
| WealthShield Partners, LLC | 0.36% | Reduce -2.2% | 32,337 | $2.7M |
| Winthrop Advisory Group LLC | 0.33% | Reduce -93.0% | 32,096 | $2.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Add +4.0% | 32,077 | $2.7M |
| Lido Advisors, LLC | 0.02% | Reduce -4.2% | 32,067 | $2.7M |
| BIP Wealth, LLC | 0.18% | Add +5.9% | 31,888 | $2.6M |
| Vance Wealth, LLC | 0.98% | Reduce -3.3% | 31,283 | $2.6M |
| Advisors Capital Management, LLC | 0.04% | Reduce -2.1% | 30,920 | $2.6M |
| Empire Life Investments Inc. | 0.16% | Add +11.6% | 30,888 | $2.6M |
| Wrenne Financial Planning LLC | 1.52% | Reduce -2.5% | 30,810 | $2.6M |
| Lowery Thomas, LLC | 1.71% | Reduce -3.3% | 30,468 | $2.5M |
| Nvest Financial, LLC | 1.44% | Add +0.6% | 30,413 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -14.5% | 30,470 | $2.5M |
| Pinnacle Family Advisors, LLC | 1.30% | Reduce -54.3% | 30,178 | $2.5M |
| Shum Financial Group, Inc. | 2.08% | — | 29,807 | $2.5M |
| Sowell Financial Services LLC | 0.11% | Reduce -21.0% | 29,603 | $2.5M |
| Betterment LLC | 0.01% | Add +1.7% | 29,587 | $2.5M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -0.4% | 29,436 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Add +293.5% | 29,266 | $2.4M |
| Global Strategic Investment Solutions, LLC | 0.28% | Add +0.1% | 28,582 | $2.4M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -2.3% | 28,364 | $2.4M |
| Inspire Trust Co, N.A. | 0.65% | Reduce -67.2% | 28,357 | $2.4M |
| Strategic Wealth Partners, Ltd. | 0.22% | Reduce -93.5% | 28,093 | $2.3M |
| Verdence Capital Advisors LLC | 0.18% | Add +19.4% | 26,993 | $2.2M |
| Regal Investment Advisors LLC | 0.16% | Reduce -0.3% | 26,897 | $2.2M |
| Platte River Wealth Advisors, LLC | 0.60% | Add +2.0% | 26,857 | $2.2M |
| Norden Group LLC | 0.26% | Add +5.0% | 26,780 | $2.2M |
| Triton Wealth Management, PLLC | 1.25% | Reduce -13.0% | 26,991 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -7.4% | 26,504 | $2.2M |
| Gentry Private Wealth, LLC | 1.79% | Reduce -5.0% | 26,463 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.97% | Reduce -19.6% | 26,296 | $2.2M |
| Integrity Wealth Solutions LLC | 1.25% | Add +1.8% | 25,843 | $2.1M |
| Lifeworks Advisors, LLC | 0.42% | Add +169.9% | 25,818 | $2.1M |
| Safeguard Financial, LLC | 0.50% | Reduce -4.1% | 25,670 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.32% | Reduce -5.0% | 25,349 | $2.1M |
| KPP Advisory Services LLC | 0.50% | Add +53.5% | 25,198 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -60.0% | 24,883 | $2.1M |
| Private Portfolio Partners LLC | 0.38% | Add +3.5% | 24,754 | $2.1M |
| Raab & Moskowitz Asset Management LLC | 0.52% | No change | 24,739 | $2.1M |
| McDonald Partners LLC | 0.51% | Reduce -4.0% | 24,411 | $2.0M |
| Gateway Wealth Partners, LLC | 0.55% | Reduce -5.5% | 24,235 | $2.0M |
| Savvy Advisors, Inc. | 0.40% | Add +1.2% | 23,866 | $2.0M |
| BlackDiamond Wealth Management, LLC | 1.19% | Reduce -30.0% | 22,576 | $2.0M |
| Advance Capital Management, Inc. | 0.09% | Add +2.4% | 23,635 | $2.0M |
| Mission Wealth Management, LP | 0.05% | Add +1.8% | 23,364 | $1.9M |
| Alliance Wealth Advisors, LLC | 0.50% | Add +2.9% | 23,115 | $1.9M |
| Edge Capital Group, LLC | 0.08% | Add +0.0% | 23,088 | $1.9M |
| Fragasso Financial Advisors Inc | 0.15% | Reduce -20.9% | 23,058 | $1.9M |
| Financial Insights, Inc. | 0.62% | Reduce -54.2% | 22,979 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.1% | 22,392 | $1.9M |
| WNY Asset Management, LLC | 0.22% | Reduce -3.9% | 22,809 | $1.9M |
| Simplicity Wealth,LLC | 0.17% | Reduce -36.2% | 22,614 | $1.9M |
| Vantage Financial Partners, LLC | 0.46% | Reduce -7.1% | 22,455 | $1.9M |
| Rede Wealth, LLC | 0.70% | Reduce -1.5% | 22,205 | $1.8M |
| Curran Financial Partners, LLC | 0.52% | Add +3.8% | 22,188 | $1.8M |
| Guardian Wealth Advisors, LLC | 1.13% | Add +54.8% | 22,155 | $1.8M |
| Independent Advisor Alliance | 0.07% | Reduce -9.3% | 22,019 | $1.8M |
| Tudor Investment Corporation | 0.02% | New | 21,966 | $1.8M |
| Optivise Advisory Services LLC | 0.95% | Reduce -1.9% | 21,847 | $1.8M |
| Caprock Group, LLC | 0.07% | No change | 21,785 | $1.8M |
| Keudell/Morrison Wealth Management | 0.49% | Add +0.5% | 21,678 | $1.8M |
| McAdam, LLC | 0.10% | Add +13.3% | 21,402 | $1.8M |
| Alpha DNA Investment Management LLC | 0.97% | Reduce -21.0% | 21,307 | $1.8M |
| Rehmann Capital Advisory Group | 0.12% | Add +2.9% | 21,228 | $1.8M |
| AQR Capital Management | 0.00% | Add +101.7% | 20,716 | $1.7M |
| Stone Summit Wealth LLC | 0.55% | Add +14.2% | 20,503 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Add +6.0% | 20,442 | $1.7M |
| Meridian Financial Advisors, LLC | 1.11% | Add +3.2% | 20,051 | $1.7M |
| Evergreen Capital Management LLC | 0.06% | No change | 20,025 | $1.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | New | 19,941 | $1.7M |
| AMJ Financial Wealth Management | 0.47% | Reduce -28.5% | 19,863 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 19,812 | $1.6M |
| Inspire Advisors, LLC | 0.20% | Add +34.4% | 19,727 | $1.6M |
| Stephens Inc. | 0.02% | Add +7.6% | 19,673 | $1.6M |
| Better Money Decisions, LLC | 1.14% | Reduce -0.6% | 19,415 | $1.6M |
| Mitchell Sinkler & Starr | 0.40% | Reduce -30.1% | 19,340 | $1.6M |
| HBW Advisory Services LLC | 0.23% | Add +2.3% | 19,331 | $1.6M |
| BLB&B Advisors, LLC | 0.08% | Reduce -1.3% | 19,226 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +362.6% | 19,240 | $1.6M |
| Turtle Creek Wealth Advisors, LLC | 0.31% | No change | 18,914 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.6% | 18,749 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +28.8% | 18,728 | $1.6M |
| Pinnacle Associates Ltd. | 0.03% | Add +40.7% | 23,760 | $1.5M |
| World Investment Advisors | 0.05% | Add +464.1% | 18,580 | $1.5M |
| Quadcap Wealth Management, LLC | 0.24% | Reduce -0.1% | 18,510 | $1.5M |
| Kuhn & Co Investment Counsel | 1.31% | Add +0.2% | 18,481 | $1.5M |
| Simplex Trading, LLC | 0.05% | Reduce -57.2% | 18,360 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.72% | Reduce -1.5% | 18,227 | $1.5M |
| Three Bridge Wealth Advisors, LLC | 0.56% | No change | 18,200 | $1.5M |
| FreeGulliver LLC | 0.89% | Reduce -3.0% | 18,141 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -12.5% | 18,114 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +0.2% | 17,707 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +3.8% | 17,754 | $1.5M |
| Interchange Capital Partners, LLC | 0.52% | Reduce -3.5% | 17,553 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -7.4% | 17,398 | $1.4M |
| Tyler-Stone Wealth Management | 0.27% | Add +100.9% | 17,028 | $1.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.8% | 17,145 | $1.4M |
| Tilson Financial Group, Inc. | 0.61% | Add +0.3% | 16,966 | $1.4M |
| White Pine Capital LLC | 0.48% | Add +1.6% | 16,829 | $1.4M |
| Ignite Planners, LLC | 0.32% | Reduce -23.4% | 16,678 | $1.4M |
| L.M. Kohn & Company | 0.35% | Reduce -1.1% | 16,672 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.6% | 16,545 | $1.4M |
| Arkfeld Wealth Strategies, L.L.C. | 0.65% | Add +2.0% | 16,236 | $1.3M |
| LWM Advisory Services, LLC | 0.99% | Reduce -11.8% | 16,187 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.4% | 15,962 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +0.0% | 15,902 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 15,649 | $1.3M |
| Principal Securities, Inc. | 0.03% | Reduce -95.4% | 15,642 | $1.3M |
| KM Capital Management Ltd. | 0.69% | Reduce -69.7% | 15,629 | $1.3M |
| Centerpoint Advisors, LLC | 0.45% | No change | 15,593 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +25.8% | 15,578 | $1.3M |
| MKT Advisors LLC | 0.60% | Add +29.6% | 15,736 | $1.3M |
| Axiom Advisory, LLC | 0.01% | Add +1.8% | 15,936 | $1.3M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -8.1% | 15,270 | $1.3M |
| Fidelity D & D Bancorp Inc. | 0.84% | No change | 15,263 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.49% | Reduce -6.2% | 15,182 | $1.3M |
| First Financial Corp. | 0.59% | No change | 15,032 | $1.2M |
| Gryphon Financial Partners LLC | 0.17% | Add +5.1% | 15,016 | $1.2M |
| WMS Partners, LLC | 0.07% | No change | 15,000 | $1.2M |
| Commerce Bank | 0.01% | No change | 14,943 | $1.2M |
| GGM Financial LLC | 1.06% | Add +0.6% | 14,864 | $1.2M |
| Schrum Private Wealth Management LLC | 0.64% | Add +88.6% | 14,836 | $1.2M |
| Dagco, Inc. | 0.50% | Add +24.0% | 14,752 | $1.2M |
| Visionary Wealth Advisors | 0.07% | Add +35.2% | 14,477 | $1.2M |
| Fernwood Investment Management, LLC | 0.39% | Reduce -54.5% | 14,457 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Add +14.4% | 14,374 | $1.2M |
| Angeles Wealth Management, LLC | 0.10% | Add +94.3% | 14,292 | $1.2M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -0.2% | 14,081 | $1.2M |
| McClarren Financial Advisors, Inc. | 0.15% | Add +151.8% | 4,034 | $1.2M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -5.4% | 13,787 | $1.2M |
| John W. Brooker & Co., CPAs | 0.53% | Add +0.1% | 13,846 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.42% | Add +0.1% | 13,482 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +132.3% | 13,196 | $1.1M |
| MY Wealth Management Inc. | 1.12% | No change | 13,340 | $1.1M |
| RKL Wealth Management LLC | 0.10% | New | 13,262 | $1.1M |
| Latitude Advisors, LLC | 0.61% | Reduce -29.3% | 13,004 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Add +1.2% | 12,961 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Add +195.9% | 12,866 | $1.1M |
| Confluence Wealth Services, Inc. | 0.08% | Reduce -28.9% | 12,540 | $1.0M |
| Advus Financial Partners, LLC | 0.30% | Reduce -1.1% | 12,513 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | Reduce -4.9% | 12,503 | $1.0M |
| River Street Advisors LLC | 0.57% | Add +6.2% | 12,489 | $1.0M |
| Fingerlakes Wealth Management, Inc. | 0.85% | Reduce -2.4% | 12,391 | $1.0M |
| Twelve Points Wealth Management LLC | 0.32% | Reduce -2.3% | 12,389 | $1.0M |
| Sandy Spring Bank | 0.04% | No change | 12,355 | $1.0M |
| Tradition Wealth Management, LLC | 0.09% | Add +8.7% | 12,349 | $1.0M |
| Signaturefd, LLC | 0.02% | Add +9.2% | 12,264 | $1.0M |
| Pinion Investment Advisors, LLC | 0.43% | Reduce -1.2% | 12,243 | $1.0M |
| Sunesis Advisors, LLC | 0.61% | Reduce -6.5% | 12,221 | $1.0M |
| Bill Few Associates, Inc. | 0.36% | Add +4.2% | 12,184 | $1.0M |
| Ayalon Insurance Comp Ltd. | 0.31% | No change | 12,122 | $1.0M |
| Prosperity Planning, Inc. | 0.45% | Reduce -2.0% | 12,108 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -53.8% | 11,903 | $987K |
| FC Advisory LLC | 0.33% | Reduce -0.1% | 11,871 | $985K |
| Certified Advisory Corp | 0.11% | No change | 11,831 | $981K |
| Quantum Financial Advisors, LLC | 0.15% | Add +30.1% | 11,821 | $980K |
| Sovereign Financial Group, Inc. | 0.23% | Reduce -2.5% | 11,678 | $969K |
| Caldwell Trust Co | 0.10% | Reduce -0.9% | 11,568 | $959K |
| TFB Advisors LLC | 0.28% | Reduce -10.6% | 11,346 | $941K |
| Schechter Investment Advisors, LLC | 0.07% | Reduce -9.3% | 11,295 | $937K |
| WJ Wealth Management, LLC | 0.33% | Reduce -2.3% | 11,292 | $937K |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -0.8% | 11,168 | $926K |
| Lantz Financial LLC | 0.25% | No change | 11,073 | $918K |
| Orin Green Financial, LLC | 0.39% | No change | 11,016 | $914K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -3.7% | 11,003 | $913K |
| Beacon Bank & Trust | 0.21% | Reduce -15.6% | 10,772 | $893K |
| Mach-1 Financial Group, LLC | 0.55% | Add +44.5% | 10,759 | $892K |
| Summit Trail Advisors, LLC | 0.02% | No change | 10,749 | $892K |
| DGS Capital Management, LLC | 0.24% | No change | 10,709 | $888K |
| Fifth Third Securities, Inc. | 0.08% | Reduce -19.0% | 10,700 | $887K |
| Drive Wealth Management, LLC | 0.23% | Reduce -34.4% | 10,535 | $874K |
| SFG Wealth Management, LLC. | 0.46% | Reduce -3.2% | 10,410 | $863K |
| Arcadia Wealth Management, LLC | 0.45% | Add +17.0% | 10,235 | $851K |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +4.6% | 10,229 | $848K |
| Sigma Planning Corp | 0.03% | Add +3.6% | 10,222 | $848K |
| Bank of Montreal | 0.00% | Reduce -66.8% | 10,141 | $836K |
| Legacy Edge Advisors, LLC | 0.13% | Add +5.4% | 10,061 | $834K |
| Essex Financial Services, Inc. | 0.06% | Reduce -5.8% | 9,743 | $827K |
| Empower Advisory Group, LLC | 0.00% | Add +63.1% | 9,906 | $822K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -9.3% | 9,872 | $819K |
| Lwmg, LLC | 0.16% | No change | 9,864 | $818K |
| Wallington Asset Management, LLC | 0.11% | No change | 9,800 | $813K |
| Apella Capital, LLC | 0.03% | New | 9,686 | $793K |
| Ascent Group, LLC | 0.06% | Reduce -13.3% | 9,485 | $787K |
| Retirement Planning Group, LLC | 0.04% | Add +11.1% | 9,423 | $782K |
| Willner & Heller, LLC | 0.68% | Reduce -0.4% | 9,240 | $766K |
| Stevens Capital Partners | 0.37% | Add +0.1% | 9,227 | $765K |
| BTC Capital Management, Inc. | 0.07% | New | 9,217 | $764K |
| CWA Asset Management Group, LLC | 0.04% | — | 9,202 | $763K |
| Wallace Advisory Group, LLC | 0.56% | No change | 9,482 | $760K |
| Procyon Advisors, LLC | 0.05% | Add +0.7% | 9,132 | $757K |
| TrinityPoint Wealth, LLC | 0.11% | Add +5.5% | 9,126 | $757K |
| HUB Investment Partners, LLC | 0.03% | Add +0.3% | 8,972 | $744K |
| Intrua Financial, LLC | 0.12% | Reduce -56.4% | 8,952 | $742K |
| Apollon Wealth Management, LLC | 0.02% | Add +4.7% | 8,925 | $740K |
| OmniStar Financial Group, Inc. | 0.55% | Add +8.3% | 8,895 | $740K |
| AdvisorNet Financial, Inc | 0.05% | Add +17.7% | 8,844 | $733K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 8,717 | $723K |
| Cable Hill Partners, LLC | 0.07% | Add +24.5% | 8,687 | $721K |
| Iron Horse Wealth Management, LLC | 0.25% | Reduce -0.9% | 8,658 | $718K |
| Shulman DeMeo Asset Management LLC | 0.18% | New | 8,615 | $714K |
| Aprio Wealth Management, LLC | 0.11% | Reduce -17.2% | 8,599 | $713K |
| 626 Financial, LLC | 0.39% | Reduce -13.9% | 8,542 | $708K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.27% | Add +24.4% | 8,448 | $701K |
| Crescent Sterling, Ltd. | 0.67% | Reduce -1.5% | 8,429 | $699K |
| Castleview Partners, LLC | 0.40% | Add +0.1% | 8,346 | $692K |
| Fiduciary Alliance LLC | 0.09% | Reduce -2.8% | 8,302 | $689K |
| Diversified, LLC | 0.07% | Reduce -0.7% | 8,174 | $678K |
| Diversified Enterprises, LLC | 0.07% | — | 8,174 | $678K |
| One Charles Private Wealth Services, LLC | 0.26% | Reduce -10.5% | 8,166 | $677K |
| Elevated Capital Advisors, LLC | 0.18% | Reduce -1.9% | 8,129 | $674K |
| Laurel Wealth Advisors LLC | 0.11% | Reduce -8.9% | 8,109 | $672K |
| Brio Consultants, LLC | 0.11% | Reduce -5.5% | 8,101 | $672K |
| First National Bank of Omaha | 0.04% | Reduce -11.7% | 8,067 | $669K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | Add +670.0% | 7,939 | $659K |
| Goodman Advisory Group, LLC | 0.19% | Reduce -98.4% | 7,887 | $654K |
| Permanens Capital L.P. | 0.13% | Add +35.3% | 7,717 | $640K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -3.4% | 7,690 | $638K |
| Texas Yale Capital Corp. | 0.03% | Add +1.3% | 7,609 | $631K |
| Csenge Advisory Group | 0.03% | Reduce -56.1% | 7,459 | $626K |
| Sei Investments Co. | 0.00% | Add +2.4% | 7,475 | $620K |
| Redwood Financial Network Corp | 0.48% | Reduce -1.5% | 7,396 | $613K |
| Altman Advisors, Inc. | 0.27% | New | 7,339 | $609K |
| Advisor Resource Council | 0.28% | New | 7,320 | $607K |
| Teamwork Financial Advisors, LLC | 0.08% | Add +59.3% | 7,320 | $607K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.0% | 7,242 | $601K |
| Strategic Financial Concepts, LLC | 0.19% | Reduce -98.8% | 7,220 | $599K |
| Camden National Bank | 0.09% | New | 7,211 | $598K |
| Ellevest, Inc. | 0.03% | Reduce -3.4% | 7,204 | $598K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.4% | 7,137 | $592K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,132 | $592K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 7,086 | $588K |
| NBW Capital LLC | 0.11% | No change | 6,997 | $580K |
| Hiley Hunt Wealth Management | 0.33% | Reduce -1.8% | 6,988 | $580K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -7.3% | 6,988 | $580K |
| Caitlin John, LLC | 0.37% | Add +924.5% | 6,598 | $577K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,948 | $576K |
| Solutions 4 Wealth, Ltd | 1.12% | Reduce -2.8% | 6,906 | $573K |
| Fox Financial, Inc | 0.50% | No change | 6,893 | $572K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +8.7% | 6,877 | $570K |
| Smith Anglin Financial, LLC | 0.05% | Add +4.3% | 6,794 | $563K |
| Prospera Financial Services Inc | 0.01% | Reduce -98.0% | 6,780 | $562K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.3% | 6,772 | $562K |
| Trexquant Investment LP | 0.01% | New | 6,730 | $558K |
| Vawter Financial, Ltd. | 0.34% | No change | 6,725 | $558K |
| Commonwealth Financial Services, LLC | 0.11% | Add +0.0% | 6,720 | $549K |
| Community Bank, N.A. | 0.07% | Reduce -1.5% | 6,613 | $548K |
| Warren Street Wealth Advisors, LLC | 0.23% | Reduce -0.4% | 6,596 | $547K |
| NewEdge Wealth, LLC | 0.01% | New | 6,534 | $542K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.7% | 6,315 | $524K |
| Mainstream Capital Management LLC | 0.44% | — | 6,272 | $520K |
| Centurion Wealth Management LLC | 0.17% | — | 6,268 | $520K |
| Somerset Trust Co | 0.19% | Reduce -3.8% | 6,198 | $514K |
| Two Sigma Securities, LLC | 0.04% | Reduce -51.7% | 6,197 | $514K |
| Tandem Capital Management Corp. | 0.27% | No change | 6,195 | $514K |
| Jacobi Capital Management LLC | 0.04% | Reduce -7.5% | 6,151 | $510K |
| Linscomb Wealth, Inc. | 0.03% | Add +0.2% | 6,132 | $509K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -38.3% | 6,102 | $506K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -1.6% | 5,997 | $497K |
| Ballast Advisors LLC | 0.15% | Reduce -0.6% | 5,948 | $493K |
| Creative Financial Designs Inc. | 0.04% | Reduce -68.3% | 5,940 | $493K |
| Sheaff Brock Investment Advisors, LLC | 0.04% | No change | 5,915 | $491K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +3.9% | 5,915 | $491K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -1.7% | 5,875 | $487K |
| Delta Financial Group, Inc. | 0.18% | No change | 5,833 | $484K |
| Wealthgarden F.S. LLC | 0.47% | Reduce -8.0% | 5,831 | $484K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.5% | 5,781 | $479K |
| Everstar Asset Management, LLC | 0.33% | — | 5,769 | $478K |
| ProVise Management Group, LLC | 0.04% | Reduce -0.6% | 5,690 | $472K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -6.5% | 5,665 | $470K |
| Aviso Wealth Management | 0.25% | Reduce -13.9% | 5,663 | $470K |
| Calton & Associates, Inc. | 0.18% | Reduce -22.3% | 5,647 | $468K |
| Swmg, LLC | 0.19% | Add +5.9% | 5,354 | $468K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 5,633 | $467K |
| FFT Wealth Management LLC | 0.04% | Add +18.1% | 5,628 | $467K |
| Balentine LLC | 0.02% | No change | 5,624 | $466K |
| Accurate Wealth Management, LLC | 0.09% | Add +14.9% | 5,527 | $466K |
| SteelPeak Wealth, LLC | 0.02% | Add +2.1% | 5,563 | $461K |
| SpiderRock Advisors, LLC | 0.01% | New | 5,558 | $461K |
| Financial Management Network Inc. | 0.10% | Reduce -0.7% | 5,556 | $460K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -6.8% | 5,159 | $451K |
| Capital Management Associates, Inc | 0.18% | New | 5,429 | $450K |
| Fiduciary Trust Co | 0.01% | No change | 5,358 | $444K |
| Verition Fund Management LLC | 0.00% | New | 5,346 | $443K |
| Donaldson Capital Management, LLC | 0.02% | Add +12.9% | 5,319 | $441K |
| Prostatis Group LLC | 0.14% | Reduce -7.2% | 5,308 | $440K |
| Bremer Bank National Association | 0.08% | No change | 5,302 | $440K |
| 49 Wealth Management, LLC | 0.07% | New | 5,293 | $439K |
| Edgestream Partners, L.P. | 0.02% | New | 5,287 | $439K |
| Greenleaf Trust | 0.00% | No change | 5,287 | $439K |
| Private Client Services, LLC | 0.24% | Reduce -7.9% | 5,278 | $438K |
| EWG Elevate Inc. | 0.18% | Add +4.5% | 5,271 | $437K |
| McDonough Capital Management, Inc | 0.30% | Add +1.3% | 5,259 | $436K |
| Fusion Capital, LLC | 0.19% | Add +0.1% | 5,216 | $433K |
| Eagle Global Advisors LLC | 0.02% | No change | 5,210 | $432K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -87.8% | 5,203 | $432K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +7.5% | 5,153 | $427K |
| Lanark Financial, Inc. | 0.04% | Reduce -7.0% | 5,043 | $418K |
| Accel Wealth Management | 0.16% | No change | 5,023 | $417K |
| Founders Financial Alliance, LLC | 0.12% | Add +3.7% | 5,023 | $417K |
| Ballast, Inc. | 0.12% | Add +1.7% | 5,015 | $416K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 5,014 | $416K |
| Acorn Wealth Advisors, LLC | 0.18% | Reduce -2.0% | 4,971 | $412K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -5.4% | 4,958 | $411K |
| RMR Wealth Builders | 0.04% | Reduce -15.0% | 4,947 | $410K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.3% | 4,906 | $407K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.1% | 4,887 | $405K |
| Global Financial Private Client, LLC | 0.16% | No change | 4,857 | $403K |
| JT Stratford LLC | 0.07% | Add +0.1% | 4,844 | $402K |
| Arrow Financial Corp | 0.04% | No change | 4,842 | $402K |
| Carmichael Hill & Associates, Inc. | 0.15% | Add +344.1% | 4,832 | $401K |
| Tucker Asset Management LLC | 0.09% | Reduce -0.5% | 4,829 | $401K |
| MAI Capital Management | 0.00% | Add +7.0% | 4,826 | $400K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $398K |
| Sage Mountain Advisors LLC | 0.03% | Add +55.0% | 4,788 | $397K |
| Samalin Investment Counsel, LLC | 0.17% | Add +43.3% | 4,785 | $397K |
| Fiduciary Group, LLC | 0.04% | Reduce -1.3% | 4,777 | $396K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.9% | 4,725 | $392K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +3.0% | 4,719 | $391K |
| Catalina Capital Group, LLC | 0.13% | New | 4,718 | $391K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 4,715 | $391K |
| Flagship Private Wealth, LLC | 0.20% | Add +31.8% | 4,676 | $388K |
| EPG Wealth Management LLC | 0.10% | Add +0.0% | 4,661 | $387K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 4,657 | $386K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,640 | $385K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -15.6% | 4,634 | $384K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -37.8% | 4,599 | $381K |
| Smith, Moore & Co. | 0.04% | Add +0.0% | 4,588 | $381K |
| Americana Partners, LLC | 0.03% | No change | 4,505 | $374K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +34.0% | 4,485 | $372K |
| Rockline Wealth Management, LLC | 0.10% | Add +24.1% | 4,477 | $371K |
| Regions Financial Corp. | 0.00% | Add +69.7% | 4,420 | $367K |
| Retirement Solution LLC | 0.09% | Add +5.0% | 4,367 | $362K |
| Chris Bulman Inc | 0.25% | Reduce -52.8% | 4,358 | $361K |
| Wedmont Private Capital | 0.02% | Reduce -6.6% | 4,407 | $361K |
| Compound Planning, Inc. | 0.02% | Reduce -69.3% | 4,326 | $359K |
| Financial Consulate, Inc. | 0.09% | Add +2.4% | 4,304 | $357K |
| Paladin Advisory Group, LLC | 0.26% | Reduce -0.2% | 4,265 | $354K |
| Abbot Financial Management, Inc. | 0.18% | No change | 4,250 | $352K |
| Capstone Wealth Management Group, LLC | 0.21% | Add +0.1% | 4,206 | $349K |
| TCP Asset Management, LLC | 0.08% | New | 4,185 | $347K |
| Apeiron RIA LLC | 0.10% | Add +0.1% | 4,142 | $344K |
| J. W. Coons Advisors, LLC | 0.06% | Add +2.0% | 4,110 | $341K |
| Sonata Capital Group Inc. | 0.14% | No change | 4,055 | $336K |
| Bogart Wealth, LLC | 0.02% | Add +488.6% | 4,008 | $332K |
| FWG Investments, LLC. | 0.28% | Add +0.1% | 3,960 | $328K |
| Heritage Wealth Management, Inc. | 0.30% | Reduce -10.5% | 3,954 | $328K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | No change | 3,946 | $327K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 3,913 | $325K |
| Ballentine Partners, LLC | 0.01% | No change | 3,865 | $321K |
| Concentric Wealth Management, LLC | 0.08% | Add +0.0% | 3,859 | $320K |
| New Covenant Trust Company, N.A. | 0.31% | No change | 3,869 | $319K |
| Eclectic Associates Inc. | 0.13% | Reduce -0.9% | 3,839 | $318K |
| Stiles Financial Services Inc | 0.11% | Reduce -24.2% | 3,759 | $312K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 3,750 | $311K |
| Dohj, LLC | 0.07% | Add +0.2% | 3,788 | $310K |
| Amara Financial, Llc. | 0.29% | — | 3,690 | $306K |
| Proquility Private Wealth Partners, LLC | 0.10% | No change | 3,667 | $304K |
| Snider Financial Group | 0.11% | Add +7.0% | 3,659 | $303K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,659 | $303K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.1% | 3,656 | $301K |
| Madden Advisory Services, Inc. | 0.14% | Reduce -2.0% | 3,630 | $301K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.2% | 3,627 | $301K |
| Madison Park Capital Advisors, LLC | 0.22% | Add +0.1% | 3,593 | $298K |
| Bleakley Financial Group, LLC | 0.01% | No change | 3,586 | $297K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 3,575 | $296K |
| Arkadios Wealth Advisors | 0.02% | Add +9.1% | 3,520 | $292K |
| Leo Wealth, LLC | 0.03% | New | 3,505 | $291K |
| Moseley Investment Management Inc. | 0.12% | Reduce -18.0% | 3,500 | $290K |
| Vanguard Group Inc. | 0.00% | Add +30.4% | 3,470 | $288K |
| Moors & Cabot, Inc. | 0.01% | Reduce -42.5% | 3,466 | $287K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -9.6% | 3,463 | $287K |
| Olistico Wealth, LLC | 0.17% | No change | 3,445 | $286K |
| Peterson Financial Group, Inc. | 1.10% | Reduce -0.1% | 3,432 | $285K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.3% | 3,423 | $284K |
| RE Dickinson Investment Advisors, LLC | 0.16% | Add +63.3% | 3,415 | $283K |
| Matrix Asset Advisors Inc. | 0.03% | Add +6.2% | 3,411 | $283K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -19.9% | 3,400 | $282K |
| RBA Wealth Management, LLC | 0.11% | Reduce -0.0% | 3,361 | $279K |
| AlphaMark Advisors, LLC | 0.10% | Reduce -6.5% | 3,326 | $276K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -29.4% | 3,317 | $275K |
| Vima LLC | 0.56% | Add +0.0% | 3,314 | $275K |
| STAR Financial Bank | 0.18% | New | 3,303 | $274K |
| Nwam LLC | 0.02% | New | 3,299 | $274K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +9.9% | 3,268 | $271K |
| First National Corp. /Ma/ | 0.06% | No change | 3,251 | $270K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,220 | $267K |
| Bison Wealth, LLC | 0.04% | New | 3,217 | $267K |
| Cozad Asset Management Inc. | 0.03% | Add +26.6% | 3,207 | $266K |
| QRG Capital Management, Inc. | 0.00% | New | 3,196 | $265K |
| Able Wealth Management LLC | 0.20% | Reduce -21.2% | 3,176 | $263K |
| FinTrust Capital Advisors, LLC | 0.04% | Add +9.0% | 3,153 | $262K |
| Parkside Financial Bank & Trust | 0.04% | Add +6.7% | 3,151 | $261K |
| Condor Capital Management | 0.02% | Add +0.1% | 3,089 | $256K |
| ETF Store, Inc. | 0.26% | Reduce -21.3% | 3,047 | $253K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 3,021 | $251K |
| Merriman Wealth Management, LLC | 0.01% | New | 3,021 | $251K |
| Valued Retirements, Inc. | 0.34% | No change | 3,004 | $249K |
| Talon Private Wealth, LLC | 0.05% | — | 2,984 | $247K |
| Investment Partners, LTD. | 0.10% | No change | 2,980 | $247K |
| ORG Partners LLC | 0.04% | Reduce -6.4% | 2,974 | $247K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.1% | 2,960 | $246K |
| Brighton Jones LLC | 0.01% | New | 2,948 | $245K |
| Summit X, LLC | 0.06% | Reduce -40.3% | 3,041 | $244K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,936 | $244K |
| von Borstel & Associates, Inc. | 0.14% | — | 2,940 | $243K |
| Etfidea, LLC | 0.08% | No change | 2,921 | $242K |
| Worth Financial Advisory Group, LLC | 0.14% | New | 2,902 | $241K |
| &partners | 0.00% | New | 2,896 | $240K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,861 | $237K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $230K |
| Cutler Investment Counsel LLC | 0.03% | Add +1.1% | 2,757 | $229K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,752 | $228K |
| Gainplan LLC | 0.11% | No change | 2,840 | $228K |
| Wedbush Securities Inc. | 0.01% | New | 2,731 | $227K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.3% | 2,731 | $227K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,729 | $226K |
| Fulton Bank, N.A. | 0.01% | New | 2,728 | $226K |
| RS Crum Inc. | 0.05% | Add +0.0% | 2,722 | $226K |
| Sandy Cove Advisors, LLC | 0.09% | New | 2,680 | $222K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -19.7% | 2,666 | $221K |
| Choreo, LLC | 0.00% | New | 2,703 | $221K |
| Mustard Seed Financial, LLC | 0.18% | Add +3.1% | 2,660 | $221K |
| MWA Asset Management | 0.15% | New | 2,660 | $221K |
| Clark Asset Management, LLC | 0.05% | No change | 2,653 | $220K |
| Ascentis Independent Advisors | 0.03% | New | 2,579 | $220K |
| Maltin Wealth Management, Inc. | 0.11% | Add +0.1% | 2,634 | $219K |
| D.A. Davidson & Co. | 0.00% | New | 2,629 | $218K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $216K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -17.1% | 2,640 | $216K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.8% | 2,583 | $214K |
| Royal Fund Management, LLC | 0.01% | New | 2,550 | $212K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.1% | 2,550 | $211K |
| Terril Brothers, Inc. | 0.07% | No change | 2,534 | $210K |
| Channel Wealth LLC | 0.07% | Reduce -21.5% | 2,524 | $209K |
| Lion Street Advisors, LLC | 0.07% | Reduce -59.4% | 2,518 | $209K |
| Colonial River Investments, LLC | 0.10% | Reduce -93.7% | 2,517 | $209K |
| Mainsail Asset Management, LLC | 0.15% | No change | 2,516 | $209K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | Reduce -8.4% | 2,500 | $207K |
| Hancock Whitney Corp. | 0.01% | New | 2,494 | $207K |
| MGB Wealth Management, LLC | 0.07% | Add +0.5% | 2,467 | $205K |
| Laraway Financial Advisors Inc | 0.16% | New | 2,445 | $203K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -38.0% | 2,442 | $203K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -99.9% | 2,425 | $201K |
| WoodTrust Financial Corp | 0.03% | New | 2,429 | $201K |
| Raleigh Capital Management Inc. | 0.08% | Add +5.3% | 2,422 | $201K |
| Old Second National Bank of Aurora | 0.05% | Reduce -13.8% | 2,314 | $192K |
| Spectrum Wealth Counsel, LLC | 0.02% | Add +0.2% | 2,289 | $190K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 2,207 | $183K |
| Parallel Advisors, LLC | 0.00% | Add +13.2% | 2,188 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +43440.0% | 2,177 | $181K |
| Northwest Capital Management Inc | 0.06% | Reduce -10.3% | 2,100 | $174K |
| Northwest Investment Counselors, LLC | 0.04% | New | 2,050 | $170K |
| Bessemer Group Inc. | 0.00% | New | 1,969 | $163K |
| Eastern Bank | 0.00% | New | 1,950 | $162K |
| Colonial Trust Co / SC | 0.02% | No change | 1,923 | $159K |
| Avion Wealth | 0.04% | Reduce -6.3% | 1,912 | $158K |
| Clear Point Advisors Inc. | 0.12% | Reduce -16.9% | 1,822 | $151K |
| Independence Bank of Kentucky | 0.03% | New | 1,815 | $151K |
| City State Bank | 0.05% | No change | 1,808 | $150K |
| HM Payson & Co. | 0.00% | Add +851.1% | 1,788 | $148K |
| Morling Financial Advisors, LLC | 0.06% | No change | 1,781 | $148K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,780 | $148K |
| Realta Investment Advisors | 0.07% | Reduce -62.3% | 1,718 | $146K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $141K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,600 | $133K |
| Copley Financial Group, Inc. | 0.12% | — | 1,597 | $132K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $126K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 1,463 | $121K |
| Global Trust Asset Management, LLC | 0.04% | No change | 1,401 | $116K |
| NBT Bank, N.A. | 0.01% | Add +675.6% | 1,365 | $113K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -0.1% | 1,338 | $111K |
| Clear Investment Research, LLC | 0.14% | New | 1,326 | $110K |
| Partnership Wealth Management, LLC | 0.08% | Reduce -30.4% | 1,299 | $108K |
| Fairman Group, LLC | 0.09% | No change | 1,250 | $104K |
| National Bank of Canada | 0.00% | No change | 1,244 | $103K |
| CENTRAL TRUST Co | 0.00% | Add +12.3% | 1,227 | $102K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -97.5% | 1,196 | $99K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $98K |
| Future Financial Wealth Managment LLC | 0.07% | New | 1,163 | $96K |
| Provident Wealth Management, LLC | 0.03% | New | 1,162 | $96K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -8.8% | 1,153 | $96K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,131 | $93K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,114 | $92K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +1.6% | 1,108 | $92K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +40.0% | 1,102 | $91K |
| Sound Income Strategies, LLC | 0.01% | Reduce -12.4% | 1,014 | $84K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $83K |
| Richardson Financial Services Inc. | 0.05% | No change | 1,026 | $82K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 972 | $81K |
| Whittier Trust Co. | 0.00% | No change | 904 | $75K |
| Providence Capital Advisors, LLC | 0.01% | No change | 883 | $73K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -39.7% | 878 | $73K |
| Halpern Financial, Inc. | 0.02% | Add +7.7% | 878 | $72K |
| Northwest Financial Advisors | 0.06% | New | 860 | $71K |
| Pineridge Advisors LLC | 0.03% | Reduce -84.0% | 857 | $71K |
| Truvestments Capital LLC | 0.02% | New | 857 | $71K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -98.9% | 722 | $71K |
| Salem Investment Counselors Inc. | 0.00% | Add +6.8% | 816 | $68K |
| Spirit of America Management Corp. | 0.01% | Add +3.8% | 801 | $66K |
| Motco | 0.01% | No change | 779 | $65K |
| NFSG Corp | 0.02% | Add +5.8% | 765 | $63K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $62K |
| Ancora Advisors LLC | 0.00% | Reduce -3.6% | 740 | $61K |
| Legacy Investment Solutions, LLC | 0.04% | — | 683 | $60K |
| Legacy Wealth Managment, LLC | 0.04% | — | 683 | $60K |
| Stephens Consulting, LLC | 0.02% | No change | 720 | $60K |
| Gen-Wealth Partners Inc | 0.03% | No change | 700 | $59K |
| Steph & Co. | 0.02% | New | 663 | $55K |
| Family Asset Management, LLC | 0.03% | Add +4.8% | 649 | $54K |
| Blue Trust, Inc. | 0.00% | Add +99.1% | 663 | $53K |
| City Holding Co. | 0.01% | No change | 640 | $53K |
| Creekmur Asset Management LLC | 0.01% | Add +0.0% | 625 | $52K |
| Hollencrest Capital Management | 0.00% | Add +0.5% | 614 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $50K |
| Lowe Wealth Advisors, LLC | 0.02% | No change | 581 | $48K |
| Sawyer & Company, Inc | 0.02% | Reduce -42.7% | 557 | $46K |
| Costello Asset Management, INC | 0.03% | Add +58.0% | 545 | $45K |
| Urban Financial Advisory Corp | 0.02% | New | 545 | $45K |
| Johnson Financial Group, Inc. | 0.00% | Add +21.6% | 524 | $43K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 486 | $40K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $37K |
| Family Manage LLC | 0.01% | No change | 445 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | New | 434 | $36K |
| Main Street Group, LTD | 0.01% | Reduce -0.5% | 382 | $32K |
| Integrity Financial Corp | 0.02% | Add +8.2% | 370 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 350 | $29K |
| New Republic Capital, LLC | 0.02% | No change | 346 | $29K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.3% | 346 | $29K |
| SJS Investment Consulting Inc. | 0.01% | No change | 339 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 331 | $27K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 322 | $27K |
| Oakworth Capital, Inc. | 0.00% | Reduce -91.7% | 304 | $25K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $25K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 296 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $24K |
| MCF Advisors LLC | 0.00% | No change | 283 | $23K |
| Operose Advisors LLC | 0.01% | Add +283.6% | 280 | $23K |
| Crewe Advisors LLC | 0.00% | Reduce -26.6% | 278 | $23K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +10.0% | 275 | $23K |
| Voisard Asset Management Group, Inc. | 0.01% | No change | 265 | $22K |
| Russell Investments Group, Ltd. | 0.00% | Add +833.3% | 252 | $21K |
| Uncommon Cents Investing LLC | 0.01% | New | 245 | $20K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $19K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $19K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $18K |
| Arax Advisory Partners | 0.00% | Add +6.7% | 176 | $15K |
| Ascentis Wealth Management, LLC | 0.01% | — | 168 | $14K |
| Abound Wealth Management | 0.00% | Add +0.6% | 167 | $14K |
| Anfield Capital Management, LLC | 0.01% | Add +92.9% | 162 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 160 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 160 | $13K |
| Lindbrook Capital, LLC | 0.00% | No change | 159 | $13K |
| Horizons Wealth Management | 0.01% | No change | 158 | $13K |
| Element Wealth, LLC | 0.01% | Reduce -24.0% | 152 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 150 | $12K |
| St Germain D J Co. Inc. | 0.00% | No change | 142 | $12K |
| Pacific Center for Financial Services | 0.00% | Add +0.8% | 121 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 135 | $10K |
| Morse Asset Management, Inc | 0.00% | New | 115 | $10K |
| WR Wealth Planners, LLC | 0.00% | Add +307.7% | 106 | $9K |
| Bangor Savings Bank | 0.00% | No change | 101 | $8K |
| Evermay Wealth Management LLC | 0.00% | New | 100 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $8K |
| Macroview Investment Management LLC | 0.01% | Reduce -11.5% | 92 | $8K |
| Deutsche Bank AG | 0.00% | Reduce -71.4% | 90 | $7K |
| Breakwater Investment Management | 0.00% | No change | 88 | $7K |
| Hartford Financial Management Inc. | 0.00% | No change | 85 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 85 | $7K |
| Asset Dedication, LLC | 0.00% | New | 80 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 78 | $6K |
| M&R Capital Management Inc. | 0.00% | Add +10.3% | 64 | $5K |
| TD Capital Management LLC | 0.00% | No change | 59 | $5K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 58 | $5K |
| Montag A & Associates Inc. | 0.00% | Reduce -96.5% | 57 | $5K |
| West Branch Capital LLC | 0.00% | No change | 56 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 50 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $4K |
| Aspire Private Capital, LLC | 0.00% | No change | 36 | $3K |
| Evolution Advisers, Inc. | 0.00% | New | 24 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 20 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 18 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +150.0% | 15 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 11 | $912 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.7% | 10 | $829 |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -90.1% | 9 | $746 |
| EnRich Financial Partners LLC | 0.00% | No change | 8 | $664 |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 6 | $498 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $415 |
| REAP Financial Group, LLC | 0.00% | No change | 3 | $249 |
| Rakuten Securities, Inc. | 0.00% | Reduce -66.7% | 2 | $166 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 2 | $166 |
"% 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.