SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q4 2024 (December 31)1,139holders +117
91new positions
48sold out
4famous investors
$87.63avg. 13F price*
At the end of Q4 2024, 1,139 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 117 from Q3 2024. 91 opened new positions and 48 sold out. The largest holders were LPL Financial LLC ($3.0B), Financial Engines Advisors L.L.C. ($1.8B) and Envestnet Asset Management Inc. ($1.5B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $457.6M |
| Exits | 48 | $36.2M |
All 13F filers, Q3 2024 → Q4 2024: 44,648,166 shares bought and 8,204,776 shares sold, net +36,443,390 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,139 holders
| LPL Financial LLC | 1.22% | Add +8.3% | 34,023,208 | $3.0B |
| Financial Engines Advisors L.L.C. | 3.72% | Reduce -2.4% | 20,126,715 | $1.8B |
| Envestnet Asset Management Inc. | 0.47% | Add +176.9% | 16,832,670 | $1.5B |
| Allworth Financial LP | 6.20% | Reduce -7.0% | 12,247,814 | $1.1B |
| Ameriprise Financial Inc. | 0.18% | Add +4.2% | 8,149,242 | $716.5M |
| Morgan Stanley | 0.05% | Add +2.0% | 7,403,501 | $650.8M |
| Horizon Investments, LLC | 14.05% | Reduce -14.1% | 5,569,845 | $489.6M |
| Equitable Holdings, Inc. | 4.65% | Reduce 0.0% | 5,552,330 | $488.0M |
| JPMorgan Chase & Co. | 0.04% | Add +1.9% | 5,261,185 | $462.5M |
| Valmark Advisers, Inc. | 6.32% | Reduce -0.1% | 4,635,243 | $407.4M |
| HB Wealth Management, LLC | 4.03% | Add +1.3% | 4,634,594 | $393.8M |
| UBS Group AG | 0.08% | Add +8.3% | 4,006,929 | $352.2M |
| Townsquare Capital LLC | 3.95% | Add +42.8% | 3,975,868 | $349.5M |
| Raymond James Financial Inc. | 0.12% | — | 3,680,799 | $323.5M |
| Bank of New York Mellon Corp | 0.06% | Add +6.5% | 3,663,070 | $322.0M |
| Clark Capital Management Group, Inc. | 2.22% | Add +148942.8% | 3,614,288 | $317.7M |
| Dynasty Wealth Management, LLC | 5.37% | New | 3,542,609 | $311.4M |
| Quotient Wealth Partners, LLC | 9.99% | Add +0.9% | 3,473,756 | $305.3M |
| Orgel Wealth Management, LLC | 7.59% | Add +19.7% | 3,309,979 | $290.9M |
| Advisory Alpha, LLC | 10.10% | Reduce -4.1% | 3,228,143 | $283.8M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -8.8% | 3,166,950 | $278.4M |
| Connecticut Wealth Management, LLC | 13.49% | Add +194.9% | 4,210,466 | $274.6M |
| Private Advisor Group, LLC | 1.48% | Add +4.2% | 2,995,112 | $263.3M |
| Bank of America Corp. | 0.02% | Add +0.5% | 2,929,633 | $257.5M |
| RFG Advisory, LLC | 7.04% | Add +3.7% | 2,829,544 | $248.7M |
| Cetera Investment Advisers | 0.51% | Add +30.5% | 2,793,283 | $245.5M |
| Osaic Holdings, Inc. | 0.50% | Add +36.4% | 2,562,437 | $221.3M |
| Cwm, LLC | 0.89% | Add +5.4% | 2,450,975 | $215.4M |
| Willis Johnson & Associates, Inc. | 16.16% | Add +1.5% | 2,392,985 | $210.3M |
| Kestra Investment Management, LLC | 8.25% | Add +6.0% | 2,387,215 | $209.8M |
| AE Wealth Management LLC | 1.73% | Add +5.8% | 2,322,135 | $204.1M |
| Wells Fargo & Company | 0.04% | Add +5.0% | 2,097,125 | $184.3M |
| Savant Capital, LLC | 1.41% | Reduce -10.6% | 2,037,466 | $179.1M |
| NorthRock Partners, LLC | 5.72% | Add +0.2% | 1,993,705 | $175.2M |
| FMR LLC | 0.01% | Reduce -2.9% | 1,960,980 | $172.4M |
| Royal Bank of Canada | 0.04% | Add +3.9% | 1,861,628 | $163.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.5% | 1,721,452 | $151.3M |
| HighTower Advisors, LLC | 0.20% | Add +11.3% | 1,653,389 | $145.3M |
| Independent Advisor Alliance | 1.86% | Add +7157.9% | 1,598,110 | $140.5M |
| Nicolet Advisory Services, LLC | 12.03% | Reduce -6.4% | 1,496,457 | $131.0M |
| Orion Porfolio Solutions, LLC | 1.27% | Add +2707.5% | 1,448,705 | $127.3M |
| Orion Portfolio Solutions, LLC | 1.27% | Add +2707.5% | 1,448,705 | $127.3M |
| Focused Wealth Management, Inc | 17.08% | Add +1.0% | 1,439,216 | $126.5M |
| First National Trust Co | 4.70% | Add +2.2% | 1,424,641 | $125.2M |
| Gerber Kawasaki Wealth & Investment Management | 5.29% | Add +4.9% | 1,383,781 | $121.6M |
| CoreCap Advisors, LLC | 5.41% | Add +9.4% | 1,352,669 | $118.9M |
| Corient Private Wealth LP | 0.20% | Reduce -9.7% | 1,342,497 | $118.0M |
| Black Swift Group, LLC | 24.98% | Add +2.0% | 1,338,881 | $117.7M |
| Prudential Financial Inc. | 0.16% | Add +51.3% | 1,336,348 | $117.5M |
| Syntegra Private Wealth Group, LLC | 12.82% | Add +0.1% | 1,291,397 | $113.5M |
| Kingsview Wealth Management, LLC | 2.20% | Add +190.1% | 1,283,008 | $112.8M |
| Mainstay Capital Management LLC | 16.41% | Reduce -27.6% | 1,228,034 | $107.9M |
| Tiaa Trust, National Association | 0.32% | Reduce -1.9% | 1,209,133 | $106.3M |
| AlphaStar Capital Management, LLC | 10.89% | Add +3.0% | 1,185,371 | $104.2M |
| KWB Wealth | 12.46% | Reduce -5.8% | 1,212,277 | $100.5M |
| Envestnet Portfolio Solutions, Inc. | 0.32% | Add +36.6% | 1,113,302 | $97.9M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -11.8% | 1,097,692 | $96.5M |
| Mariner, LLC | 0.16% | Add +2.0% | 1,075,496 | $94.5M |
| Old National Bancorp | 2.17% | Reduce -0.7% | 1,043,404 | $91.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.59% | Add +2.8% | 933,944 | $82.1M |
| SCS Capital Management LLC | 1.68% | Reduce -0.8% | 923,953 | $81.2M |
| Thrivent Financial for Lutherans | 0.15% | Add +49.4% | 896,664 | $78.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +14.7% | 879,492 | $77.3M |
| Integrated Wealth Concepts LLC | 0.89% | Add +38.2% | 873,178 | $76.8M |
| MML Investors Services, LLC | 0.26% | Add +35.0% | 869,932 | $76.5M |
| Cannon Financial Strategists, Inc. | 12.57% | Reduce 0.0% | 833,807 | $73.3M |
| Flagship Harbor Advisors, LLC | 3.82% | Add +21.0% | 827,758 | $72.8M |
| Octavia Wealth Advisors, LLC | 8.62% | Add +1.8% | 808,553 | $71.1M |
| Waverly Advisors, LLC | 1.03% | Add +111.0% | 755,565 | $66.4M |
| Ameritas Advisory Services, LLC | 2.25% | Add +34.3% | 740,951 | $65.1M |
| Creative Planning | 0.06% | Add +119.9% | 730,789 | $64.2M |
| Founders Financial Securities LLC | 5.76% | Add +16.0% | 727,245 | $63.9M |
| Stifel Financial Corp. | 0.07% | Add +2.4% | 709,295 | $62.3M |
| Principal Securities, Inc. | 1.38% | Add +4359.1% | 697,501 | $61.3M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +0.7% | 681,037 | $59.9M |
| Reston Wealth Management LLC | 22.18% | Add +0.4% | 678,681 | $59.7M |
| Klingman & Associates, LLC | 3.75% | Reduce -1.3% | 674,165 | $59.3M |
| Ackerman Capital Advisors, LLC | 15.34% | Add +0.3% | 665,457 | $58.5M |
| First Command Advisory Services, Inc. | 0.54% | Reduce -35.5% | 652,886 | $57.4M |
| Kestra Advisory Services, LLC | 0.31% | Add +2.5% | 634,301 | $55.8M |
| Compton Financial Group, LLC | 16.25% | Add +2.1% | 622,033 | $54.7M |
| ESL Trust Services, LLC | 12.18% | Add +0.2% | 621,792 | $54.7M |
| Merit Financial Group, LLC | 0.95% | Add +2.0% | 603,255 | $53.0M |
| Elevation Point Wealth Partners, LLC | 4.27% | New | 601,776 | $52.9M |
| Nottingham Advisors, Inc. | 6.69% | Reduce -10.9% | 599,761 | $52.7M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +43.8% | 580,572 | $51.0M |
| Roberts Financial Services LLC | 9.01% | Reduce -6.5% | 543,279 | $47.8M |
| SilverOak Wealth Management LLC | 10.24% | Add +5.7% | 541,456 | $47.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 23.59% | Reduce -1.8% | 524,479 | $46.1M |
| Canandaigua National Bank & Trust Co. | 4.45% | Add +2.9% | 512,400 | $45.0M |
| Perennial Investment Advisors, LLC | 5.13% | Reduce -8.2% | 494,970 | $43.5M |
| IHT Wealth Management, LLC | 1.38% | Reduce -0.4% | 488,049 | $42.9M |
| Trilogy Capital Inc. | 2.14% | Add +3.7% | 473,209 | $41.6M |
| Rodgers & Associates, LTD | 4.91% | Reduce -4.6% | 469,016 | $41.2M |
| Benjamin Edwards Inc. | 0.59% | Add +3.6% | 468,225 | $41.2M |
| CGN Advisors LLC | 3.98% | Add +4.6% | 466,294 | $41.0M |
| Truefg, LLC | 13.31% | Reduce -1.0% | 463,819 | $40.8M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +49.3% | 443,096 | $38.9M |
| Cary Street Partners Financial LLC | 1.26% | — | 440,434 | $38.7M |
| Signet Financial Management, LLC | 4.86% | Reduce -1.4% | 433,254 | $38.1M |
| Diversify Wealth Management, LLC | 2.93% | Add +45.6% | 429,490 | $37.6M |
| Buska Wealth Management, LLC | 11.98% | Add +6.3% | 425,980 | $37.4M |
| Oarsman Capital, Inc. | 6.52% | Add +11.4% | 425,246 | $37.4M |
| Woodard & Co. Asset Management Group Inc. | 7.86% | Reduce -1.1% | 414,823 | $36.5M |
| ERn Financial, LLC | 5.46% | Reduce -0.5% | 413,740 | $36.4M |
| Convergence Financial, LLC | 7.22% | Reduce -0.3% | 411,930 | $36.2M |
| Courier Capital LLC | 2.49% | Add +21.2% | 410,414 | $36.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.83% | Add +3.3% | 400,030 | $35.2M |
| Executive Wealth Management, LLC | 2.73% | Reduce -1.9% | 396,694 | $34.9M |
| Keystone Financial Group | 3.34% | Add +3.1% | 384,830 | $33.8M |
| Garrett Wealth Advisory Group, LLC | 7.69% | Add +6.9% | 384,327 | $33.8M |
| Good Life Advisors, LLC | 2.41% | Reduce -10.8% | 376,523 | $33.1M |
| Whitcomb & Hess, Inc. | 10.22% | Reduce -3.1% | 376,472 | $33.1M |
| Nicolet Bankshares Inc. | 6.41% | Reduce -3.0% | 373,318 | $32.8M |
| Investments & Financial Planning, LLC | 20.21% | Reduce -2.2% | 373,020 | $32.8M |
| Financial Advocates Investment Management | 1.87% | Add +4.5% | 372,683 | $32.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.66% | Add +6.9% | 372,069 | $32.7M |
| Leslie Global Wealth, LLC | 15.18% | Add +7.8% | 371,987 | $32.7M |
| Riversedge Advisors, LLC | 7.21% | Reduce -1.3% | 362,947 | $31.9M |
| Stratos Wealth Partners, LTD. | 0.45% | Reduce -11.0% | 361,019 | $31.7M |
| Tradewinds Capital Management, LLC | 8.36% | Reduce -1.7% | 360,281 | $31.7M |
| Kestra Private Wealth Services, LLC | 0.53% | Add +6.4% | 350,956 | $30.8M |
| Symphony Financial, Ltd. Co. | 4.73% | Add +1.2% | 331,981 | $30.1M |
| Destiny Capital Corp | 18.06% | Add +1.6% | 338,471 | $29.8M |
| Aptus Capital Advisors, LLC | 0.35% | Add +10.8% | 337,608 | $29.7M |
| Sunburst Financial Group, LLC | 7.17% | Add +9.6% | 329,708 | $29.0M |
| Kozak & Associates, Inc. | 6.51% | Add +48.5% | 318,889 | $28.5M |
| NewEdge Advisors, LLC | 0.17% | Reduce -9.4% | 322,595 | $28.4M |
| Prospera Financial Services Inc | 0.65% | Add +4610.0% | 319,338 | $28.1M |
| Redwood Investment Management, LLC | 2.73% | Add +396.4% | 318,543 | $28.0M |
| Higgins & Schmidt Wealth Strategies LLC | 17.42% | Add +26.4% | 317,749 | $27.9M |
| Geneos Wealth Management Inc. | 0.98% | Add +13.5% | 317,709 | $27.9M |
| Cordatus Wealth Management LLC | 7.14% | New | 307,966 | $27.1M |
| CIBC Private Wealth Group LLC | 0.05% | Reduce -2.0% | 304,779 | $27.1M |
| Verus Capital Partners, LLC | 2.56% | Reduce -2.1% | 304,593 | $26.8M |
| Western Wealth Management, LLC | 1.41% | Add +9.0% | 299,483 | $26.3M |
| Mma Asset Management LLC | 11.47% | Reduce -44.4% | 298,586 | $26.2M |
| Wealth Management Resources, Inc. | 9.67% | Add +29.0% | 298,239 | $26.2M |
| Brookstone Capital Management | 0.38% | Reduce -11.9% | 297,478 | $26.1M |
| Waterloo Capital, L.P. | 2.75% | Add +8.8% | 296,905 | $26.1M |
| Citizens Financial Group Inc. | 0.50% | Add +11.9% | 290,363 | $25.5M |
| Alta Wealth Advisors LLC | 10.96% | Add +1.6% | 284,896 | $25.0M |
| Inspirion Wealth Advisors, LLC | 3.41% | Reduce -3.7% | 275,590 | $24.4M |
| Truist Financial Corp. | 0.04% | Add +0.4% | 276,710 | $24.3M |
| Gladstone Institutional Advisory LLC | 1.12% | Add +21.4% | 275,222 | $24.2M |
| Beutel, Goodman & Co Ltd. | 0.13% | Reduce -11.7% | 270,762 | $23.8M |
| Brandywine Oak Private Wealth LLC | 2.33% | Add +4.6% | 270,929 | $23.8M |
| Abound Financial, LLC | 11.99% | — | 269,315 | $23.7M |
| Drake & Associates, LLC | 6.74% | Reduce -0.8% | 260,965 | $23.7M |
| Clear Creek Financial Management, LLC | 2.49% | Reduce -1.4% | 262,317 | $23.1M |
| Money Design Co.,Ltd. | 1.17% | Reduce -11.4% | 257,293 | $22.8M |
| Eagle Strategies LLC | 3.95% | Add +0.6% | 259,531 | $22.8M |
| JNBA Financial Advisors | 2.26% | Reduce -1.2% | 251,923 | $22.1M |
| Quest Investment Management LLC | 2.57% | Reduce -11.3% | 251,322 | $22.1M |
| Centennial Wealth Advisory LLC | 8.63% | Add +107.7% | 250,238 | $22.0M |
| CCG Wealth Management, LLC | 12.18% | Reduce -2.2% | 248,896 | $21.9M |
| Graney & King, LLC | 16.40% | — | 246,957 | $21.7M |
| Modern Wealth Management, LLC | 0.81% | Add +13.0% | 246,468 | $21.7M |
| PFG Private Wealth Management, LLC | 12.29% | Add +158.6% | 245,715 | $21.6M |
| Balanced Wealth Group LLC | 9.66% | Reduce -4.8% | 274,475 | $21.5M |
| Choice Wealth Advisors LLC | 10.95% | Add +4.7% | 243,975 | $21.4M |
| Great Valley Advisor Group, Inc. | 0.48% | Add +6.3% | 243,035 | $21.4M |
| Twin Focus Capital Partners, LLC | 3.13% | Add +7.6% | 240,593 | $21.1M |
| Concurrent Investment Advisors, LLC | 0.57% | Add +20.9% | 237,316 | $20.9M |
| Sanctuary Advisors, LLC | 0.13% | Add +25.8% | 227,081 | $20.6M |
| Sargent Investment Group, LLC | 3.36% | Reduce -2.2% | 235,417 | $20.5M |
| Horizon Wealth Management, LLC | 3.48% | Add +1.4% | 227,473 | $20.0M |
| Prepared Retirement Institute LLC | 11.29% | Add +4.8% | 225,019 | $19.8M |
| WFA Asset Management Corp | 10.51% | Reduce -5.6% | 221,137 | $19.4M |
| CX Institutional | 0.77% | Add +18.3% | 221,032 | $19.4M |
| First Heartland Consultants, Inc. | 1.99% | Reduce -2.9% | 220,866 | $19.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +611.6% | 216,830 | $19.2M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -2.1% | 217,218 | $19.1M |
| Three Cord True Wealth Management, LLC | 16.47% | — | 216,568 | $19.0M |
| SigFig Wealth Management, LLC | 0.69% | Add +381.8% | 214,295 | $19.0M |
| Fsa Wealth Partners, Inc. | 4.45% | Add +235.8% | 215,999 | $19.0M |
| Dakota Wealth Management | 0.43% | Add +4.8% | 214,245 | $18.8M |
| Park Avenue Securities LLC | 0.19% | Add +95.9% | 212,995 | $18.7M |
| Vicus Capital | 1.64% | Reduce -0.8% | 209,918 | $18.5M |
| Millington Financial Advisors, LLC | 10.57% | Add +1.7% | 203,630 | $18.2M |
| Florida Trust Wealth Management Co | 0.58% | Reduce -1.7% | 207,012 | $18.2M |
| Hofer & Associates. Inc | 12.20% | Reduce -10.1% | 206,775 | $18.2M |
| CarsonAllaria Wealth Management, Ltd. | 10.33% | Add +0.3% | 205,257 | $18.0M |
| Confluence Investment Management LLC | 0.25% | Add +2.9% | 204,435 | $18.0M |
| Two Sigma Investments, LP | 0.04% | Reduce -52.6% | 204,400 | $18.0M |
| Buttonwood Financial Group, LLC | 9.93% | Reduce -3.7% | 194,755 | $17.9M |
| Hobart Private Capital, LLC | 4.44% | Reduce -2.0% | 203,288 | $17.9M |
| Navalign, LLC | 5.25% | Reduce -2.9% | 203,235 | $17.9M |
| Tower Wealth Partners, Inc. | 9.28% | Add +8.1% | 201,779 | $17.7M |
| Optas, LLC | 3.75% | Add +1.3% | 198,121 | $17.4M |
| Carnegie Investment Counsel | 0.49% | Reduce -2.3% | 194,484 | $17.1M |
| GHP Investment Advisors, Inc. | 0.79% | Add +16.1% | 193,015 | $17.0M |
| Harbor Group, Inc. | 3.79% | Reduce -1.3% | 191,719 | $16.9M |
| Horizon Financial Services, LLC | 9.41% | Reduce -5.0% | 190,424 | $16.7M |
| Diligent Investors, LLC | 3.74% | Reduce -10.0% | 185,420 | $16.3M |
| Sterling Manor Financial, LLC | 11.04% | Reduce -1.9% | 180,082 | $15.8M |
| Portside Wealth Group, LLC | 2.60% | Add +45.1% | 178,286 | $15.7M |
| Assetmark, Inc. | 0.04% | Add +12.3% | 175,276 | $15.4M |
| Pinnacle Wealth Planning Services, Inc. | 2.26% | Add +1.2% | 171,251 | $15.1M |
| Gibbs Wealth Management | 4.08% | Add +85.2% | 170,944 | $15.0M |
| M&T Bank Corp | 0.05% | Reduce -10.2% | 169,927 | $14.9M |
| Tidemark, LLC | 5.71% | Add +3.8% | 169,596 | $14.9M |
| One Capital Management, LLC | 0.49% | Reduce -2.4% | 168,193 | $14.8M |
| Investors Research Corp | 3.21% | Add +5.2% | 166,375 | $14.6M |
| Corebridge Financial, Inc. | 0.08% | Reduce -41.8% | 164,300 | $14.4M |
| Wrapmanager Inc. | 3.65% | Add +0.4% | 162,335 | $14.3M |
| Diversify Advisory Services, LLC | 0.78% | Add +10.9% | 161,887 | $14.2M |
| Goldstone Financial Group, LLC | 2.20% | Add +15.9% | 159,511 | $14.0M |
| Centaurus Financial, Inc. | 0.85% | Add +3.6% | 158,651 | $13.9M |
| McNaughton Wealth Management, LLC | 6.69% | Add +0.0% | 158,018 | $13.9M |
| Atria Investments, Inc | 0.17% | Add +26.0% | 155,520 | $13.7M |
| Summit Financial, LLC | 0.48% | Add +11.1% | 154,226 | $13.6M |
| Vertex Planning Partners, LLC | 2.97% | Reduce -33.3% | 153,233 | $13.5M |
| Lane & Associates LLC | 6.91% | Add +31.2% | 148,298 | $13.4M |
| NewSquare Capital LLC | 1.06% | Reduce -6.8% | 151,103 | $13.3M |
| Pecaut & Co. | 4.57% | Add +4.1% | 150,603 | $13.2M |
| Avestar Capital, LLC | 1.20% | Reduce -2.5% | 150,172 | $13.2M |
| Cornerstone Wealth Management, LLC | 0.88% | Add +7.1% | 148,866 | $13.1M |
| Optimist Retirement Group LLC | 6.19% | Reduce -1.5% | 148,811 | $13.1M |
| Wealthspire Advisors, LLC | 0.13% | Add +6.4% | 147,388 | $13.0M |
| Focus Partners Wealth | 0.03% | Add +163.8% | 144,929 | $12.7M |
| Magnus Financial Group LLC | 1.23% | Add +1.2% | 144,408 | $12.7M |
| Arete Wealth Advisors, LLC | 0.90% | Add +48.7% | 141,575 | $12.5M |
| Rooted Wealth Advisors, Inc. | 4.87% | Add +7.9% | 140,466 | $12.5M |
| Silver Oak Securities, Incorporated | 1.15% | Reduce -16.3% | 139,520 | $12.4M |
| Financial Gravity Companies, Inc. | 2.80% | Add +4.8% | 139,628 | $12.3M |
| Integrity Alliance, Llc. | 1.33% | — | 139,514 | $12.3M |
| Concord Wealth Partners | 1.98% | Reduce -4.3% | 137,515 | $12.1M |
| TPG Financial Advisors, LLC | 5.23% | Add +6.3% | 136,717 | $12.0M |
| Flynn Zito Capital Management, LLC | 5.51% | Reduce -3.2% | 134,747 | $11.8M |
| GM Advisory Group, LLC | 0.65% | Add +29.2% | 134,607 | $11.8M |
| Sage Financial Management Group, Inc. | 4.38% | Add +1.4% | 134,579 | $11.8M |
| Hilltop Partners LLC | 4.01% | Reduce -53.4% | 134,007 | $11.8M |
| Global Retirement Partners, LLC | 0.33% | Add +52.5% | 132,182 | $11.6M |
| Capital Analysts, LLC | 0.47% | Reduce -8.8% | 131,870 | $11.6M |
| New England Capital Financial Advisors LLC | 5.61% | Reduce -8.2% | 130,685 | $11.5M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +261.7% | 130,302 | $11.5M |
| ArborFi Advisors, LLC | 11.40% | — | 129,232 | $11.4M |
| Probity Advisors, Inc. | 2.16% | Reduce -1.3% | 127,865 | $11.2M |
| Tranquilli Financial Advisor LLC | 7.11% | Add +8.9% | 127,766 | $11.2M |
| Sanchez Wealth Management Group | 3.03% | Add +38.0% | 126,000 | $11.1M |
| Concord Asset Management, LLC | 2.41% | Add +0.2% | 124,584 | $11.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +10.8% | 121,508 | $10.7M |
| Quent Capital, LLC | 1.10% | Add +4.7% | 120,647 | $10.6M |
| Boyd Wealth Management, LLC | 5.18% | Reduce -44.9% | 119,495 | $10.5M |
| Sequent Asset Management, LLC | 5.15% | Add +2.0% | 119,053 | $10.5M |
| Melone Private Wealth, LLC | 5.36% | Reduce -8.4% | 117,584 | $10.3M |
| Independent Wealth Network Inc. | 4.20% | Add +0.3% | 117,546 | $10.3M |
| Asset Allocation Strategies LLC | 2.48% | Add +0.9% | 113,443 | $10.3M |
| Meritage Portfolio Management | 0.64% | Add +15.9% | 117,389 | $10.3M |
| Elite Financial, Inc. | 5.52% | — | 115,955 | $10.2M |
| EverSource Wealth Advisors, LLC | 0.57% | Add +13.8% | 115,149 | $10.1M |
| GenWealth Group, Inc. | 2.30% | Reduce -2.5% | 114,917 | $10.1M |
| Freedom Investment Management, Inc. | 0.83% | Add +1.3% | 113,514 | $10.0M |
| Promus Capital, LLC | 7.63% | — | 113,174 | $9.9M |
| TAGStone Capital, Inc. | 4.88% | Add +1.6% | 112,707 | $9.9M |
| Fifth Third Bancorp | 0.04% | Add +144.9% | 111,860 | $9.8M |
| Foguth Wealth Management, LLC. | 2.54% | Reduce -9.3% | 105,552 | $9.7M |
| IFG Advisory, LLC | 0.55% | Add +185.9% | 109,859 | $9.7M |
| Bridgewealth Advisory Group, LLC | 2.72% | Add +17.9% | 104,523 | $9.6M |
| Cobblestone Asset Management LLC | 6.27% | Reduce -10.8% | 109,411 | $9.6M |
| Ausdal Financial Partners, Inc. | 0.82% | Add +20.1% | 107,583 | $9.5M |
| BCS Wealth Management | 2.35% | Add +13.3% | 107,444 | $9.4M |
| Signal Advisors Wealth, LLC | 1.07% | Reduce -8.1% | 107,248 | $9.4M |
| Power Wealth Management LLC | 3.91% | Add +10.1% | 106,514 | $9.4M |
| Shilanski & Associates, Inc. | 2.98% | Add +6.2% | 105,652 | $9.3M |
| Apollon Financial, LLC | 2.32% | Add +1.2% | 105,549 | $9.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +17.9% | 103,812 | $9.1M |
| American Financial & Tax Strategies Inc. | 4.72% | Reduce -0.8% | 103,715 | $9.1M |
| Northeast Financial Consultants Inc | 0.38% | No change | 102,880 | $9.0M |
| Baird Financial Group, Inc. | 0.02% | Add +7.7% | 102,625 | $9.0M |
| Wellspring Financial Advisors, LLC | 0.94% | Add +4.7% | 256,699 | $9.0M |
| Collaborative Wealth Managment Inc. | 4.06% | Add +0.8% | 101,871 | $9.0M |
| Wealthcare Advisory Partners LLC | 0.25% | Reduce -2.3% | 100,932 | $8.9M |
| Oxinas Partners, LLC | 5.17% | Reduce -1.8% | 100,277 | $8.8M |
| Marathon Mission, Inc. | 5.99% | Add +2.1% | 100,194 | $8.8M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +1.5% | 100,042 | $8.8M |
| SIMA Wealth Partners, LLC | 7.41% | Add +31.4% | 99,248 | $8.7M |
| Obsidian Personal Planning Solutions LLC | 4.16% | Add +4.7% | 95,484 | $8.6M |
| LifePlan Financial, LLC | 7.46% | Reduce -5.1% | 96,037 | $8.4M |
| Stonebridge Financial Group, LLC | 0.93% | — | 95,936 | $8.4M |
| Transcend Capital Advisors, LLC | 0.61% | Add +6.5% | 95,584 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +95.6% | 95,312 | $8.4M |
| GeoWealth Management, LLC | 0.27% | Reduce -58.0% | 94,767 | $8.3M |
| Financial Management Professionals, Inc. | 1.05% | Add +2.9% | 94,538 | $8.3M |
| Intergy Private Wealth, LLC | 3.08% | Add +0.0% | 93,855 | $8.2M |
| 1834 Investment Advisors Co. | 1.03% | Add +1.3% | 92,253 | $8.1M |
| Relyea Zuckerberg Hanson LLC | 1.08% | Add +1.8% | 91,005 | $8.0M |
| Comerica Bank | 0.03% | Add +28.9% | 90,197 | $7.9M |
| Waller Financial Planning Group, Inc. | 1.99% | Add +5.8% | 90,006 | $7.9M |
| 1ST Source Bank | 0.45% | Reduce -3.0% | 89,947 | $7.9M |
| Greenwood Gearhart LLC | 0.54% | New | 89,892 | $7.9M |
| Priebe Wealth Holdings LLC | 5.35% | Add +0.1% | 89,810 | $7.9M |
| Marion Wealth Management | 2.07% | Reduce -0.3% | 88,596 | $7.8M |
| Breakwater Capital Group | 1.54% | Reduce -2.0% | 88,271 | $7.8M |
| Private Trust Co. NA | 0.79% | Add +3.4% | 87,890 | $7.7M |
| Harbour Investments, Inc. | 0.22% | Add +0.8% | 87,770 | $7.7M |
| Founders Capital Management | 4.76% | Add +1.0% | 85,547 | $7.5M |
| Oak Harvest Investment Services | 1.05% | Reduce -35.5% | 85,477 | $7.5M |
| Compass Financial Group, Inc. | 3.58% | Reduce -3.9% | 85,086 | $7.5M |
| Key Financial Inc | 1.66% | Reduce -1.1% | 83,241 | $7.3M |
| Stonebrook Private Inc. | 1.90% | Reduce -38.9% | 82,759 | $7.3M |
| Beacon Bridge Wealth Partners, LLC | 3.08% | Add +7.7% | 82,434 | $7.2M |
| Fortitude Financial, LLC | 4.03% | — | 82,137 | $7.2M |
| Measured Wealth Private Client Group, LLC | 2.33% | Reduce -29.6% | 82,019 | $7.2M |
| Members Wealth LLC | 5.32% | — | 78,310 | $7.1M |
| City Center Advisors, LLC | 7.92% | Reduce -3.3% | 80,266 | $7.1M |
| Avior Wealth Management, LLC | 0.26% | Reduce -12.3% | 79,806 | $7.0M |
| Financial Council, LLC | 3.59% | Add +1.1% | 79,179 | $7.0M |
| Affinity Capital Advisors, LLC | 1.31% | Reduce -0.3% | 78,501 | $7.0M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -7.3% | 78,894 | $6.9M |
| Tsfg, LLC | 1.42% | Reduce -7.9% | 78,506 | $6.9M |
| Tritonpoint Wealth, LLC | 0.62% | Reduce -1.5% | 77,823 | $6.8M |
| WealthPLAN Partners, LLC | 0.97% | Reduce -3.0% | 77,538 | $6.8M |
| Synergy Investment Management, LLC | 2.93% | — | 77,526 | $6.8M |
| Occidental Asset Management, LLC | 1.06% | Reduce -12.8% | 77,319 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -17.5% | 77,081 | $6.8M |
| Regimen Wealth, LLC | 2.21% | Reduce -9.3% | 77,019 | $6.8M |
| Auour Investments LLC | 2.33% | Add +1.0% | 73,755 | $6.7M |
| IAG Wealth Partners, LLC | 1.16% | Reduce -1.9% | 75,073 | $6.6M |
| US Bancorp \de | 0.01% | Add +95.9% | 74,858 | $6.6M |
| Cooper Financial Group | 0.79% | Reduce -1.7% | 74,674 | $6.6M |
| Graypoint LLC | 0.40% | Reduce -3.0% | 74,375 | $6.5M |
| Capital Advisory Group Advisory Services, LLC | 2.31% | Add +14.4% | 73,293 | $6.4M |
| Transform Wealth, LLC | 0.35% | Add +0.8% | 72,414 | $6.4M |
| Captrust Financial Advisors | 0.02% | Reduce -2.3% | 72,333 | $6.4M |
| DecisionMap Wealth Management, LLC | 5.04% | — | 72,332 | $6.4M |
| Wealth Watch Advisors, INC | 3.95% | — | 72,204 | $6.3M |
| Denver Wealth Management, Inc. | 2.80% | Reduce -0.3% | 70,841 | $6.2M |
| Braun-Bostich & Associates Inc. | 4.44% | Reduce -4.2% | 70,128 | $6.2M |
| Systematic Alpha Investments, LLC | 0.23% | No change | 70,000 | $6.2M |
| One Day In July LLC | 0.64% | Reduce -5.7% | 69,916 | $6.1M |
| Prairieview Wealth Partners, LLC | 6.64% | Reduce -2.5% | 69,870 | $6.1M |
| Sabal Trust CO | 0.35% | No change | 69,860 | $6.1M |
| Cerity Partners LLC | 0.01% | Reduce -10.5% | 69,463 | $6.1M |
| Moneco Advisors, LLC | 0.64% | Add +104.0% | 68,903 | $6.1M |
| Motive Wealth Advisors | 3.25% | Reduce -18.4% | 68,755 | $6.0M |
| Advisory Services Network, LLC | 0.11% | Reduce -48.3% | 67,493 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +2.9% | 66,599 | $5.9M |
| Stratos Wealth Advisors, LLC | 0.28% | Add +0.9% | 65,742 | $5.8M |
| Bristlecone Advisors, LLC | 0.45% | Add +3.7% | 65,443 | $5.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -8.2% | 65,346 | $5.7M |
| Independent Financial Group, LLC | 0.19% | Add +6.5% | 65,220 | $5.7M |
| Meridian Wealth Management, LLC | 0.27% | Reduce -8.6% | 65,127 | $5.7M |
| PAX Financial Group, LLC | 1.02% | Reduce -1.1% | 64,671 | $5.7M |
| UNIVEST FINANCIAL Corp | 0.36% | Add +12.2% | 64,400 | $5.7M |
| PSI Advisors, LLC | 1.66% | Add +0.8% | 63,778 | $5.6M |
| United Advisor Group, LLC | 1.09% | Add +54.4% | 62,779 | $5.5M |
| GoalVest Advisory LLC | 1.50% | Reduce -4.7% | 62,311 | $5.5M |
| Spire Wealth Management | 0.17% | Add +6.7% | 61,923 | $5.4M |
| Tobias Financial Advisors, Inc. | 1.09% | Reduce -1.4% | 61,770 | $5.4M |
| Sharkey, Howes & Javer | 0.76% | Add +26.9% | 61,721 | $5.4M |
| LexAurum Advisors, LLC | 1.07% | Add +0.8% | 60,973 | $5.4M |
| New Century Financial Group, LLC | 2.27% | Add +79.5% | 59,690 | $5.3M |
| Hill Island Financial LLC | 1.53% | Reduce -6.0% | 59,649 | $5.2M |
| Asset Management Group, Inc. | 0.91% | Reduce -0.2% | 58,411 | $5.1M |
| Soltis Investment Advisors LLC | 0.47% | Reduce -27.2% | 57,657 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -38.0% | 57,499 | $5.1M |
| Moloney Securities Asset Management, LLC | 0.68% | Reduce -4.4% | 57,224 | $5.0M |
| Petix & Botte Co | 1.32% | New | 56,892 | $5.0M |
| Guardian Wealth Advisors, LLC | 3.20% | Add +156.4% | 56,804 | $5.0M |
| HSBC Holdings PLC | 0.00% | New | 56,249 | $4.9M |
| Lido Advisors, LLC | 0.03% | Add +72.8% | 55,395 | $4.9M |
| Echo Wealth Management, LLC | 3.32% | Reduce -2.8% | 54,703 | $4.8M |
| Pinnacle Family Advisors, LLC | 2.31% | Add +80.0% | 54,330 | $4.8M |
| Dynamic Wealth Strategies, LLC | 4.24% | Reduce -0.3% | 54,202 | $4.8M |
| Rollins Financial Advisors, LLC | 0.74% | Reduce -0.6% | 53,860 | $4.7M |
| ABLE Financial Group, LLC | 1.40% | Add +8.8% | 53,775 | $4.7M |
| Wealth Advisors of Iowa, LLC | 2.37% | Add +46.3% | 53,468 | $4.7M |
| USAdvisors Wealth Management, LLC | 1.52% | Reduce -9.9% | 53,382 | $4.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +6595.1% | 48,339 | $4.7M |
| Darwin Wealth Management, LLC | 1.57% | Reduce -12.0% | 53,289 | $4.7M |
| Colton Groome Financial Advisors, LLC | 1.79% | Reduce -11.2% | 53,211 | $4.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.94% | — | 51,885 | $4.6M |
| MidAtlantic Capital Management, Inc. | 3.32% | Reduce -0.1% | 51,613 | $4.5M |
| Golden State Wealth Management, LLC | 0.68% | — | 51,409 | $4.5M |
| Wambolt & Associates, LLC | 1.43% | Reduce -7.5% | 50,511 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +18.6% | 50,451 | $4.4M |
| Bawa N Mallick Trust | 1.93% | — | 50,000 | $4.4M |
| Advisor OS, LLC | 0.50% | Reduce -2.5% | 49,475 | $4.3M |
| Dogwood Wealth Management LLC | 2.30% | New | 49,432 | $4.3M |
| Hamilton Capital Partners, LLC | 2.74% | — | 49,400 | $4.3M |
| GPS Wealth Strategies Group, LLC | 0.55% | Add +2.8% | 48,819 | $4.3M |
| World Investment Advisors | 0.12% | Add +160.4% | 48,390 | $4.3M |
| JDM Financial Group LLC | 2.20% | Add +3.3% | 48,195 | $4.2M |
| IFP Advisors, Inc | 0.14% | Reduce -27.7% | 47,900 | $4.2M |
| Red Crane Wealth Management, LLC | 3.99% | — | 47,871 | $4.2M |
| Mgo One Seven LLC | 0.16% | Reduce -7.0% | 47,841 | $4.2M |
| WealthPlan Investment Management, LLC | 0.41% | Add +0.8% | 47,744 | $4.2M |
| Burney Co./ | 0.15% | Reduce -1.9% | 47,440 | $4.2M |
| Axxcess Wealth Management, LLC | 0.10% | Add +809.0% | 47,297 | $4.2M |
| Venture Visionary Partners LLC | 0.18% | Add +4.1% | 47,252 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -2.0% | 47,216 | $4.2M |
| Retirement Income Solutions, Inc. | 0.83% | Reduce -4.4% | 46,636 | $4.1M |
| Sightline Wealth Advisors, LLC | 2.21% | Add +6.3% | 46,551 | $4.1M |
| WealthTrak Capital Management LLC | 3.45% | — | 46,446 | $4.1M |
| Smartleaf Asset Management LLC | 0.41% | Reduce -8.2% | 45,774 | $4.1M |
| Advisors Capital Management, LLC | 0.06% | Add +48.4% | 45,879 | $4.0M |
| Florida Financial Advisors, LLC | 1.77% | Add +29.3% | 45,205 | $4.0M |
| Renaissance Technologies | 0.01% | New | 45,000 | $4.0M |
| Koshinski Asset Management, Inc. | 0.34% | Reduce -0.3% | 44,915 | $3.9M |
| Modera Wealth Management, LLC | 0.05% | Reduce -2.7% | 44,709 | $3.9M |
| Luken Investment Analytics, LLC | 1.82% | Reduce -1.4% | 44,590 | $3.9M |
| Quadrant Capital Group LLC | 0.27% | Reduce -0.3% | 44,539 | $3.9M |
| Uptown Financial Advisors LLC | 4.16% | — | 43,838 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 43,782 | $3.8M |
| Salomon & Ludwin, LLC | 0.41% | Reduce -2.0% | 43,631 | $3.8M |
| Private Wealth Group, LLC | 1.87% | Reduce -0.7% | 43,447 | $3.8M |
| RDA Financial Network | 1.11% | Reduce -8.8% | 43,323 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 2.49% | Reduce -86.9% | 43,271 | $3.8M |
| BIP Wealth, LLC | 0.25% | Add +35.4% | 43,172 | $3.8M |
| Burke & Herbert Bank & Trust Co. | 0.90% | Add +3.9% | 43,135 | $3.8M |
| YHB Investment Advisors, Inc. | 0.31% | Add +16.3% | 42,613 | $3.7M |
| Canandaigua National Trust Co of Florida | 2.89% | Add +2.5% | 42,116 | $3.7M |
| Atticus Wealth Management, LLC | 1.15% | Add +1.6% | 42,043 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +118.4% | 42,019 | $3.7M |
| Faithward Advisors, LLC | 0.63% | Add +10.3% | 41,908 | $3.7M |
| Strategic Blueprint, LLC | 0.22% | Add +1.4% | 41,742 | $3.7M |
| American Trust | 0.28% | Reduce -5.5% | 41,364 | $3.6M |
| Towerpoint Wealth, LLC | 1.76% | Reduce -2.5% | 40,781 | $3.6M |
| Boulder Wealth Advisors, LLC | 1.83% | Add +6.3% | 40,328 | $3.5M |
| AGH Wealth Advisors, LLC | 3.26% | — | 40,050 | $3.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.47% | Add +23.7% | 39,679 | $3.5M |
| Cannon Wealth Management Services, LLC | 3.00% | Add +7.9% | 38,952 | $3.5M |
| Colonial River Investments, LLC | 1.64% | Add +1435.4% | 38,646 | $3.4M |
| Potentia Wealth | 1.49% | — | 38,163 | $3.4M |
| Investor's Fiduciary Advisor Network, LLC | 1.28% | — | 38,018 | $3.3M |
| Saxony Capital Management, LLC | 2.94% | Add +6.1% | 37,970 | $3.3M |
| Opal Wealth Advisors, LLC | 1.00% | Add +11.2% | 37,899 | $3.3M |
| PMG Wealth Management, Inc. | 3.01% | — | 37,604 | $3.3M |
| Arlington Trust Co LLC | 0.69% | Add +11228.4% | 37,497 | $3.3M |
| Continuum Advisory, LLC | 0.42% | Add +0.3% | 37,486 | $3.3M |
| Compass Capital Corp. /Ma/ | 1.27% | — | 37,182 | $3.3M |
| Shepherd Financial Partners LLC | 0.39% | Add +0.7% | 37,141 | $3.3M |
| Nvest Financial, LLC | 1.64% | Add +20.8% | 36,731 | $3.2M |
| Money Concepts Capital Corp. | 0.24% | Add +0.8% | 36,613 | $3.2M |
| Larson Financial Group LLC | 0.16% | Reduce -18.9% | 35,981 | $3.2M |
| Hickory Asset Management, Inc. | 2.68% | — | 35,921 | $3.2M |
| Lionshead Wealth Management, LLC | 2.28% | — | 35,836 | $3.2M |
| MBM Wealth Consultants, LLC | 0.94% | Add +2.9% | 35,839 | $3.1M |
| FCG Investment Co | 1.91% | Add +7.8% | 35,634 | $3.1M |
| Norden Group LLC | 0.35% | Add +32.7% | 35,531 | $3.1M |
| Banco BTG Pactual S.A. | 0.73% | Reduce -15.6% | 35,336 | $3.1M |
| Alliance Wealth Advisors, LLC | 0.79% | Add +51.0% | 34,916 | $3.1M |
| N.E.W. Advisory Services LLC | 0.29% | Add +2.4% | 34,872 | $3.1M |
| CPC Advisors, LLC | 0.42% | New | 34,835 | $3.1M |
| Blair William & Co. | 0.01% | Add +3.0% | 34,606 | $3.0M |
| Cavalier Investments, LLC | 1.01% | New | 34,421 | $3.0M |
| WealthShield Partners, LLC | 0.43% | Add +5.7% | 34,177 | $3.0M |
| Winthrop Advisory Group LLC | 0.36% | Add +5.8% | 33,959 | $3.0M |
| Tidal Investments LLC | 0.02% | Reduce -6.2% | 33,933 | $3.0M |
| Iowa State Bank | 0.62% | Reduce -4.3% | 33,928 | $3.0M |
| Kelly Financial Services LLC | 1.07% | New | 33,720 | $3.0M |
| Savvy Advisors, Inc. | 0.36% | Add +41.0% | 33,654 | $3.0M |
| Summit Investment Advisory Services, LLC | 1.52% | Add +2.4% | 33,633 | $3.0M |
| Stegent Equity Advisors, Inc. | 2.99% | Add +0.3% | 33,565 | $3.0M |
| Strategic Financial Concepts, LLC | 0.56% | Add +364.0% | 33,501 | $2.9M |
| SkyOak Wealth, LLC | 0.63% | Reduce -3.6% | 33,444 | $2.9M |
| Aspetuck Financial Management LLC | 2.27% | — | 33,196 | $2.9M |
| LBMC Investment Advisors, LLC | 0.23% | Add +0.1% | 33,160 | $2.9M |
| Wells Financial Advisors INC | 3.96% | Reduce -16.7% | 33,035 | $2.9M |
| Marietta Wealth Management, LLC | 0.41% | No change | 32,585 | $2.9M |
| Partners in Financial Planning | 0.58% | Reduce -0.1% | 32,559 | $2.9M |
| Betterment LLC | 0.01% | Add +9.3% | 32,328 | $2.8M |
| Rainier Family Wealth Inc. | 3.43% | — | 32,214 | $2.8M |
| Thrive Capital Management, LLC | 1.29% | Reduce -45.5% | 32,121 | $2.8M |
| Coppell Advisory Solutions LLC | 0.39% | Reduce -10.8% | 31,619 | $2.8M |
| Glen Eagle Advisors, LLC | 0.46% | Reduce -21.9% | 31,866 | $2.8M |
| Valeo Financial Advisors, LLC | 0.08% | Add +7.9% | 31,767 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 31,551 | $2.8M |
| AQR Capital Management | 0.00% | Add +51.7% | 31,424 | $2.8M |
| Hershey Financial Advisers, LLC | 2.41% | — | 31,154 | $2.7M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -43.4% | 30,803 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.0% | 30,753 | $2.7M |
| Financial Futures Ltd Liability Co. | 1.53% | Reduce -40.5% | 30,621 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Add +137.8% | 30,591 | $2.7M |
| Lowery Thomas, LLC | 1.73% | Reduce -0.8% | 30,225 | $2.7M |
| Shum Financial Group, Inc. | 2.29% | Add +1.4% | 30,221 | $2.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.97% | Reduce -44.3% | 29,995 | $2.6M |
| Vance Wealth, LLC | 1.01% | Reduce -4.5% | 29,865 | $2.6M |
| Caprock Group, LLC | 0.09% | Add +36.4% | 29,709 | $2.6M |
| Journey Strategic Wealth LLC | 0.10% | Reduce -27.8% | 29,455 | $2.6M |
| RKL Wealth Management LLC | 0.23% | Add +121.8% | 29,412 | $2.6M |
| Byrne Financial Freedom, LLC | 1.12% | — | 28,638 | $2.5M |
| Global Strategic Investment Solutions, LLC | 0.29% | Add +0.2% | 28,633 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.96% | Add +6.4% | 27,989 | $2.5M |
| Inman Jager Wealth Management, LLC | 1.92% | — | 27,978 | $2.5M |
| Inspire Trust Co, N.A. | 0.63% | Reduce -1.8% | 27,837 | $2.4M |
| Financial Network Wealth Advisors LLC | 4.49% | Reduce -33.1% | 27,490 | $2.4M |
| AIFG Consultants Ltd. | 3.93% | Reduce -70.6% | 27,407 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Add +129.8% | 27,351 | $2.4M |
| Wrenne Financial Planning LLC | 1.36% | Reduce -11.5% | 27,259 | $2.4M |
| KPP Advisory Services LLC | 0.56% | Add +8.1% | 27,242 | $2.4M |
| Compass Financial Services Inc | 1.35% | — | 27,140 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -27.1% | 26,892 | $2.4M |
| Wealth Advisors Northwest LLC | 1.59% | — | 26,522 | $2.3M |
| Aspen Investment Management Inc | 1.07% | Reduce -31.2% | 26,321 | $2.3M |
| Triton Wealth Management, PLLC | 1.19% | Reduce -0.7% | 26,803 | $2.3M |
| Integrity Wealth Solutions LLC | 1.28% | Add +0.7% | 26,031 | $2.3M |
| Milestone Asset Management Group, LLC | 2.00% | — | 25,451 | $2.2M |
| Mascagni Wealth Management, Inc. | 2.22% | — | 27,783 | $2.2M |
| Alpha DNA Investment Management LLC | 1.22% | Add +18.9% | 25,341 | $2.2M |
| WCG Wealth Advisors LLC | 0.15% | Reduce -11.5% | 25,102 | $2.2M |
| Private Portfolio Partners LLC | 0.41% | Add +1.2% | 25,061 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.6% | 25,023 | $2.2M |
| BlackDiamond Wealth Management, LLC | 1.26% | Add +10.2% | 24,880 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.53% | No change | 24,739 | $2.2M |
| Fifth Third Securities, Inc. | 0.18% | Add +126.9% | 24,277 | $2.1M |
| Rede Wealth, LLC | 0.81% | Add +8.6% | 24,108 | $2.1M |
| Advance Capital Management, Inc. | 0.10% | Add +1.1% | 23,906 | $2.1M |
| Edge Capital Group, LLC | 0.09% | Add +3.3% | 23,850 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -6.0% | 23,832 | $2.1M |
| Lifeworks Advisors, LLC | 0.37% | Reduce -8.9% | 23,528 | $2.1M |
| Gateway Wealth Partners, LLC | 0.53% | Reduce -3.3% | 23,444 | $2.1M |
| Keudell/Morrison Wealth Management | 0.54% | Add +8.1% | 23,435 | $2.1M |
| McDonald Partners LLC | 0.52% | Reduce -4.5% | 23,324 | $2.1M |
| Mission Wealth Management, LP | 0.05% | Reduce -0.8% | 23,184 | $2.0M |
| WNY Asset Management, LLC | 0.25% | Add +0.1% | 22,839 | $2.0M |
| Rehmann Capital Advisory Group | 0.13% | Add +6.2% | 22,542 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.16% | Reduce -23.7% | 21,432 | $2.0M |
| Csenge Advisory Group | 0.11% | Add +198.8% | 22,285 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -0.5% | 22,284 | $2.0M |
| IMC-Chicago, LLC | 0.05% | Reduce -35.6% | 22,249 | $2.0M |
| Simplicity Wealth,LLC | 0.41% | Reduce -2.1% | 22,128 | $1.9M |
| Safeguard Financial, LLC | 0.42% | Reduce -14.1% | 22,046 | $1.9M |
| McAdam, LLC | 0.10% | Add +1.9% | 21,817 | $1.9M |
| Win Advisors, Inc. | 0.93% | New | 21,752 | $1.9M |
| Curran Financial Partners, LLC | 0.50% | Reduce -2.5% | 21,632 | $1.9M |
| Stone Summit Wealth LLC | 0.63% | Add +4.0% | 21,317 | $1.9M |
| Vantage Point Financial LLC | 0.99% | — | 20,973 | $1.8M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -9.9% | 20,773 | $1.8M |
| Inspire Advisors, LLC | 0.22% | Add +4.6% | 20,638 | $1.8M |
| Optivise Advisory Services LLC | 0.97% | Reduce -5.8% | 20,582 | $1.8M |
| Dagco, Inc. | 0.60% | Add +39.5% | 20,580 | $1.8M |
| Stephens Inc. | 0.03% | Add +3.2% | 20,298 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | No change | 20,025 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Reduce -26.1% | 19,887 | $1.7M |
| Meridian Financial Advisors, LLC | 1.20% | Reduce -1.3% | 19,797 | $1.7M |
| Jericho Financial, LLP | 1.23% | — | 19,382 | $1.7M |
| Mitchell Sinkler & Starr | 0.45% | No change | 19,340 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.8% | 19,255 | $1.7M |
| Ring Mountain Capital, LLC | 1.13% | — | 19,252 | $1.7M |
| BLB&B Advisors, LLC | 0.09% | No change | 19,226 | $1.7M |
| Compound Planning, Inc. | 0.09% | Add +344.3% | 19,219 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 19,194 | $1.7M |
| Fisher Asset Management | 0.00% | New | 19,178 | $1.7M |
| Simplex Trading, LLC | 0.05% | Add +4.4% | 19,174 | $1.7M |
| Kuhn & Co Investment Counsel | 1.43% | Add +3.2% | 19,080 | $1.7M |
| Rialto Wealth Management, LLC | 0.55% | — | 19,011 | $1.7M |
| Turtle Creek Wealth Advisors, LLC | 0.38% | No change | 18,914 | $1.7M |
| HBW Advisory Services LLC | 0.17% | Reduce -2.8% | 18,799 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Add +0.0% | 20,446 | $1.7M |
| Bank of Montreal | 0.00% | Add +84.8% | 18,742 | $1.6M |
| Summit Investment Advisors, Inc. | 1.46% | — | 17,818 | $1.6M |
| Intrua Financial, LLC | 0.27% | Add +108.5% | 18,661 | $1.6M |
| Vantage Financial Partners, LLC | 0.41% | Reduce -17.6% | 18,493 | $1.6M |
| L.M. Kohn & Company | 0.41% | Add +9.4% | 18,232 | $1.6M |
| Three Bridge Wealth Advisors, LLC | 0.56% | No change | 18,200 | $1.6M |
| Tradition Wealth Management, LLC | 0.14% | Add +46.2% | 18,049 | $1.6M |
| AMJ Financial Wealth Management | 0.44% | Reduce -9.8% | 17,906 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -0.2% | 17,725 | $1.6M |
| Grant Private Wealth Management Inc | 1.67% | — | 17,595 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +4.8% | 17,345 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Reduce -5.2% | 17,274 | $1.5M |
| White Pine Capital LLC | 0.51% | Add +2.6% | 17,259 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.6% | 17,250 | $1.5M |
| Tyler-Stone Wealth Management | 0.27% | Add +0.7% | 17,139 | $1.5M |
| Fourth Dimension Wealth, LLC | 0.78% | — | 15,834 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -28.4% | 17,024 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.9% | 16,841 | $1.5M |
| Mather Group, Llc. | 0.02% | Reduce -2.3% | 16,993 | $1.5M |
| Quadcap Wealth Management, LLC | 0.22% | Reduce -8.3% | 16,967 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.67% | Add +3.1% | 16,740 | $1.5M |
| MKT Advisors LLC | 0.63% | Add +3.0% | 16,202 | $1.5M |
| Ignite Planners, LLC | 0.32% | Reduce -2.5% | 16,260 | $1.5M |
| FreeGulliver LLC | 0.76% | Reduce -9.0% | 16,506 | $1.5M |
| Composition Wealth, LLC | 0.03% | Add +3.2% | 16,411 | $1.4M |
| MAI Capital Management | 0.01% | Add +234.7% | 16,150 | $1.4M |
| Rik Saylor Financial, Inc. | 1.29% | — | 15,860 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -41.6% | 15,755 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 15,704 | $1.4M |
| Tilson Financial Group, Inc. | 0.56% | Reduce -8.1% | 15,588 | $1.4M |
| LWM Advisory Services, LLC | 0.95% | Reduce -4.0% | 15,535 | $1.4M |
| Interchange Capital Partners, LLC | 0.49% | Reduce -12.6% | 15,334 | $1.3M |
| Fidelity D & D Bancorp Inc. | 0.89% | No change | 15,263 | $1.3M |
| 49 Wealth Management, LLC | 0.19% | Add +186.8% | 15,178 | $1.3M |
| KM Capital Management Ltd. | 0.69% | Reduce -3.4% | 15,092 | $1.3M |
| First Financial Corp. | 0.62% | No change | 15,032 | $1.3M |
| Barnes Wealth Management Group, Inc | 0.89% | — | 15,028 | $1.3M |
| Gryphon Financial Partners LLC | 0.19% | No change | 15,016 | $1.3M |
| WMS Partners, LLC | 0.07% | No change | 15,000 | $1.3M |
| Commerce Bank | 0.01% | No change | 14,943 | $1.3M |
| Centerpoint Advisors, LLC | 0.45% | Reduce -5.3% | 14,769 | $1.3M |
| Pathstone Holdings, LLC | 0.01% | Add +211.4% | 14,449 | $1.3M |
| Visionary Wealth Advisors | 0.08% | Add +0.7% | 14,584 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.47% | Reduce -5.1% | 14,411 | $1.3M |
| Better Money Decisions, LLC | 0.87% | Reduce -26.2% | 14,331 | $1.3M |
| Angeles Wealth Management, LLC | 0.10% | No change | 14,292 | $1.3M |
| Latitude Advisors, LLC | 0.71% | Add +9.8% | 14,273 | $1.3M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -6.6% | 14,268 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | Add +1.9% | 14,042 | $1.2M |
| Concourse Financial Group Securities, Inc. | 0.07% | Reduce -13.0% | 13,550 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -2.4% | 14,033 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +36.9% | 13,989 | $1.2M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.09% | Reduce -29.9% | 13,981 | $1.2M |
| PFG Advisors | 0.08% | Reduce -86.4% | 13,947 | $1.2M |
| John W. Brooker & Co., CPAs | 0.53% | Add +0.1% | 13,860 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -14.7% | 13,618 | $1.2M |
| Jackson, Grant Investment Advisers, Inc. | 0.46% | Add +0.2% | 13,503 | $1.2M |
| MY Wealth Management Inc. | 1.17% | No change | 13,340 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 13,187 | $1.2M |
| Tempus Wealth Planning, LLC | 0.35% | Reduce -7.0% | 13,097 | $1.2M |
| GGM Financial LLC | 1.22% | Reduce -12.4% | 13,027 | $1.1M |
| Camden National Bank | 0.17% | Add +78.7% | 12,886 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -18.4% | 12,778 | $1.1M |
| Bay Capital Advisors, LLC | 0.90% | — | 12,715 | $1.1M |
| Ethos Financial Group, LLC | 0.15% | New | 12,714 | $1.1M |
| River Street Advisors LLC | 0.57% | Add +0.9% | 12,599 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -3.0% | 12,572 | $1.1M |
| Advus Financial Partners, LLC | 0.31% | Reduce -0.2% | 12,484 | $1.1M |
| Twelve Points Wealth Management LLC | 0.31% | Reduce -0.1% | 12,374 | $1.1M |
| Sandy Spring Bank | 0.04% | No change | 12,355 | $1.1M |
| Private Client Services, LLC | 0.58% | Add +134.1% | 12,354 | $1.1M |
| Drive Wealth Management, LLC | 0.27% | Add +16.9% | 12,312 | $1.1M |
| Sunesis Advisors, LLC | 0.65% | No change | 12,221 | $1.1M |
| Northeast Planning Associates, Inc. / NH / | 1.11% | — | 12,170 | $1.1M |
| Waldron Private Wealth LLC | 0.04% | Reduce -2.9% | 12,145 | $1.1M |
| Ayalon Insurance Comp Ltd. | 0.33% | No change | 12,122 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.86% | Reduce -2.2% | 12,119 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Add +7.2% | 12,107 | $1.1M |
| Caldwell Trust Co | 0.11% | Add +4.1% | 12,038 | $1.1M |
| Certified Advisory Corp | 0.11% | Add +0.9% | 11,942 | $1.0M |
| Azimuth Capital Investment Management LLC | 0.04% | New | 11,925 | $1.0M |
| Bill Few Associates, Inc. | 0.37% | Reduce -2.2% | 11,914 | $1.0M |
| TFB Advisors LLC | 0.30% | Add +4.5% | 11,859 | $1.0M |
| Matauro, LLC | 0.22% | — | 11,713 | $1.0M |
| Arcadia Wealth Management, LLC | 0.52% | Add +14.3% | 11,696 | $1.0M |
| Claris Financial LLC | 0.68% | — | 11,686 | $1.0M |
| Innovative Wealth Building LLC | 0.93% | — | 11,658 | $1.0M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.21% | Add +46.8% | 11,654 | $1.0M |
| Pinion Investment Advisors, LLC | 0.41% | Reduce -4.9% | 11,646 | $1.0M |
| Summit Trail Advisors, LLC | 0.04% | Add +7.0% | 11,499 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -6.4% | 11,474 | $1.0M |
| 17 Capital Partners, LLC | 0.63% | New | 11,400 | $1.0M |
| Sovereign Financial Group, Inc. | 0.23% | Reduce -3.5% | 11,271 | $991K |
| WJ Wealth Management, LLC | 0.34% | Reduce -1.2% | 11,152 | $980K |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -15.7% | 10,576 | $977K |
| Sovran Advisors, LLC | 0.14% | — | 11,222 | $977K |
| PCG Wealth Advisors, LLC | 0.36% | New | 11,105 | $976K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -0.0% | 11,000 | $975K |
| Legacy Edge Advisors, LLC | 0.15% | Add +9.3% | 10,994 | $975K |
| Advisor Resource Council | 0.70% | Add +51.1% | 11,059 | $972K |
| Consolidated Portfolio Review Corp | 0.15% | New | 11,004 | $967K |
| Prosperity Planning, Inc. | 0.44% | Reduce -10.2% | 10,878 | $956K |
| Quantinno Capital Management LP | 0.01% | New | 10,749 | $945K |
| Lantz Financial LLC | 0.25% | Reduce -3.0% | 10,744 | $944K |
| DGS Capital Management, LLC | 0.24% | No change | 10,709 | $941K |
| Beacon Bank & Trust | 0.22% | Reduce -2.0% | 10,551 | $927K |
| Fiduciary Alliance LLC | 0.09% | Add +26.7% | 10,521 | $925K |
| SFG Wealth Management, LLC. | 0.48% | Add +0.6% | 10,476 | $921K |
| Sowell Financial Services LLC | 0.05% | Reduce -64.9% | 10,395 | $914K |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +1.4% | 10,375 | $912K |
| TrinityPoint Wealth, LLC | 0.13% | Add +13.7% | 10,372 | $912K |
| Natixis Advisors, LLC | 0.00% | New | 10,294 | $905K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.34% | Add +19.9% | 10,129 | $890K |
| Snowden Capital Advisors LLC | 0.03% | Add +1.9% | 10,057 | $884K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -11.5% | 9,887 | $869K |
| AdvisorNet Financial, Inc | 0.07% | Add +11.5% | 9,863 | $867K |
| Dahring | Cusmano LLC | 0.78% | — | 9,773 | $859K |
| FC Advisory LLC | 0.29% | Reduce -18.1% | 9,728 | $855K |
| Apella Capital, LLC | 0.03% | Add +0.0% | 9,688 | $852K |
| CWA Asset Management Group, LLC | 0.04% | Add +3.6% | 9,533 | $838K |
| OmniStar Financial Group, Inc. | 0.67% | Add +6.7% | 9,490 | $836K |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.2% | 9,401 | $826K |
| FFT Wealth Management LLC | 0.06% | Add +66.6% | 9,377 | $824K |
| Essex Financial Services, Inc. | 0.06% | Reduce -4.3% | 9,326 | $820K |
| Stevens Capital Partners | 0.37% | Add +0.3% | 9,255 | $814K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +29.5% | 9,245 | $813K |
| Oppenheimer & Co. Inc. | 0.01% | Add +171.5% | 9,232 | $811K |
| Willner & Heller, LLC | 0.71% | Reduce -0.4% | 9,199 | $809K |
| Lion Street Advisors, LLC | 0.26% | Add +263.3% | 9,148 | $804K |
| Wallington Asset Management, LLC | 0.11% | Reduce -9.9% | 8,830 | $776K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +48.1% | 8,761 | $770K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -2.3% | 8,722 | $767K |
| HUB Investment Partners, LLC | 0.03% | Reduce -4.0% | 8,616 | $757K |
| PKS Advisory Services, LLC | 0.19% | — | 8,570 | $753K |
| 626 Financial, LLC | 0.40% | No change | 8,542 | $751K |
| Iron Horse Wealth Management, LLC | 0.25% | Reduce -1.6% | 8,521 | $749K |
| Laurel Wealth Advisors LLC | 0.12% | Add +4.6% | 8,485 | $746K |
| Wallace Advisory Group, LLC | 0.51% | Reduce -5.3% | 8,979 | $745K |
| Absolute Capital Management, LLC | 0.41% | New | 8,305 | $736K |
| Crescent Sterling, Ltd. | 0.75% | Reduce -0.9% | 8,354 | $734K |
| Castleview Partners, LLC | 0.39% | Reduce -0.1% | 8,335 | $732K |
| Diversified Enterprises, LLC | 0.07% | Add +1.5% | 8,300 | $730K |
| Procyon Advisors, LLC | 0.05% | Reduce -10.1% | 8,214 | $722K |
| 4WEALTH Advisors, Inc. | 0.74% | — | 8,200 | $721K |
| One Charles Private Wealth Services, LLC | 0.24% | Add +0.1% | 8,176 | $719K |
| Texas Yale Capital Corp. | 0.03% | Add +7.0% | 8,139 | $715K |
| Brio Consultants, LLC | 0.11% | Add +0.0% | 8,102 | $712K |
| First National Bank of Omaha | 0.05% | No change | 8,067 | $709K |
| Schrum Private Wealth Management LLC | 0.60% | Reduce -45.6% | 8,064 | $709K |
| Magnolia Capital Advisors LLC | 0.18% | New | 7,929 | $697K |
| World Equity Group, Inc. | 0.15% | New | 7,906 | $695K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 7,689 | $676K |
| Wolverine Trading, LLC | 0.02% | New | 7,555 | $670K |
| Ascent Group, LLC | 0.05% | Reduce -21.1% | 7,480 | $658K |
| NewEdge Wealth, LLC | 0.01% | Add +12.9% | 7,378 | $649K |
| Altman Advisors, Inc. | 0.28% | Add +470.3% | 41,857 | $647K |
| Aprio Wealth Management, LLC | 0.09% | Reduce -15.0% | 7,313 | $643K |
| Principle Wealth Partners LLC | 0.04% | Add +2.0% | 7,277 | $640K |
| Permanens Capital L.P. | 0.12% | Reduce -5.8% | 7,270 | $639K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -89.1% | 7,268 | $639K |
| Smith Anglin Financial, LLC | 0.06% | Add +6.6% | 7,240 | $636K |
| Ellevest, Inc. | 0.04% | No change | 7,204 | $633K |
| Empower Advisory Group, LLC | 0.00% | Reduce -27.4% | 7,194 | $632K |
| Redwood Financial Network Corp | 0.47% | Reduce -2.8% | 7,186 | $632K |
| Venturi Wealth Management, LLC | 0.03% | Add +2.0% | 7,127 | $626K |
| Sei Investments Co. | 0.00% | Reduce -5.0% | 7,104 | $624K |
| NBW Capital LLC | 0.11% | No change | 6,997 | $615K |
| Calton & Associates, Inc. | 0.27% | Add +23.7% | 6,984 | $614K |
| Cable Hill Partners, LLC | 0.06% | Reduce -19.7% | 6,975 | $613K |
| TFR Capital, LLC. | 0.30% | — | 6,970 | $613K |
| Teamwork Financial Advisors, LLC | 0.08% | Reduce -4.8% | 6,965 | $612K |
| Capital Investment Advisors, LLC | 0.01% | Add +23.4% | 6,953 | $611K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,948 | $611K |
| Hiley Hunt Wealth Management | 0.34% | Reduce -0.9% | 6,922 | $608K |
| Solutions 4 Wealth, Ltd | 1.10% | Add +0.1% | 6,911 | $607K |
| McClarren Financial Advisors, Inc. | 1.69% | Add +70.1% | 6,862 | $603K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.3% | 6,787 | $597K |
| Virtue Capital Management, LLC | 0.12% | New | 6,784 | $596K |
| Flagship Private Wealth, LLC | 0.29% | Add +44.9% | 6,777 | $596K |
| Commonwealth Financial Services, LLC | 0.12% | Add +0.3% | 6,737 | $592K |
| International Assets Investment Management, LLC | 0.05% | New | 6,613 | $581K |
| SBI Securities Co., Ltd. | 0.02% | — | 6,506 | $572K |
| Caitlin John, LLC | 0.39% | Reduce -1.8% | 6,477 | $569K |
| Warren Street Wealth Advisors, LLC | 0.23% | Reduce -1.9% | 6,470 | $569K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -4.5% | 6,464 | $568K |
| Community Bank, N.A. | 0.07% | Reduce -2.8% | 6,431 | $565K |
| Beacon Financial Advisory LLC | 0.18% | Add +28.3% | 6,360 | $559K |
| HRT Financial LP | 0.00% | New | 6,326 | $556K |
| Mainstream Capital Management LLC | 0.38% | Reduce -0.7% | 6,229 | $548K |
| Fox Financial, Inc | 0.49% | Reduce -10.0% | 6,202 | $545K |
| Founders Financial Alliance, LLC | 0.15% | Add +23.4% | 6,197 | $545K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -29.0% | 6,187 | $544K |
| Accurate Wealth Management, LLC | 0.10% | Add +11.0% | 6,134 | $542K |
| Linscomb Wealth, Inc. | 0.03% | Add +0.2% | 6,143 | $540K |
| Headlands Technologies LLC | 0.05% | New | 6,133 | $539K |
| Prostatis Group LLC | 0.16% | Add +15.3% | 6,123 | $538K |
| Somerset Trust Co | 0.20% | Reduce -1.6% | 6,098 | $536K |
| Wealthgarden F.S. LLC | 0.50% | Add +3.9% | 6,057 | $532K |
| Worth Financial Advisory Group, LLC | 0.33% | Add +108.3% | 6,045 | $531K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -12.8% | 5,997 | $527K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 5,931 | $521K |
| Breakthru Advisory Services, LLC | 0.47% | — | 5,929 | $521K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 5,876 | $517K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 5,875 | $516K |
| Jacobi Capital Management LLC | 0.04% | Reduce -4.9% | 5,851 | $514K |
| Delta Financial Group, Inc. | 0.12% | No change | 5,833 | $513K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -1.4% | 5,835 | $513K |
| Vawter Financial, Ltd. | 0.31% | Reduce -13.3% | 5,830 | $512K |
| SteelPeak Wealth, LLC | 0.02% | Add +4.7% | 5,825 | $512K |
| Two Sigma Securities, LLC | 0.09% | Reduce -6.2% | 5,812 | $511K |
| Insigneo Advisory Services, LLC | 0.05% | New | 5,803 | $510K |
| Tandem Capital Management Corp. | 0.27% | Reduce -6.5% | 5,795 | $509K |
| Everstar Asset Management, LLC | 0.36% | No change | 5,769 | $507K |
| Donaldson Capital Management, LLC | 0.02% | Add +8.1% | 5,749 | $505K |
| Creative Financial Designs Inc. | 0.04% | Reduce -3.3% | 5,747 | $505K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -6.2% | 5,722 | $503K |
| Centurion Wealth Management LLC | 0.16% | Reduce -8.8% | 5,719 | $503K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.2% | 5,711 | $502K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,694 | $500K |
| FSB Premier Wealth Management, Inc. | 0.20% | Add +10.1% | 5,673 | $499K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.1% | 5,668 | $498K |
| Balentine LLC | 0.02% | Add +0.0% | 5,625 | $494K |
| IMA Advisory Services, Inc. | 0.06% | New | 5,585 | $491K |
| BlackRock, Inc. | 0.00% | New | 5,558 | $489K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -10.9% | 5,341 | $488K |
| Aviso Wealth Management | 0.25% | Reduce -2.3% | 5,533 | $486K |
| Financial Management Network Inc. | 0.10% | Reduce -2.5% | 5,417 | $484K |
| Main Street Financial Solutions, LLC | 0.05% | Add +9.5% | 5,491 | $483K |
| Copley Financial Group, Inc. | 0.37% | Add +241.8% | 5,458 | $480K |
| Bremer Bank National Association | 0.09% | Add +2.6% | 5,441 | $478K |
| Capital Management Associates, Inc | 0.18% | Add +0.2% | 5,439 | $478K |
| Swmg, LLC | 0.19% | Reduce -3.1% | 5,190 | $477K |
| Fiduciary Trust Co | 0.01% | No change | 5,358 | $471K |
| ProVise Management Group, LLC | 0.04% | Reduce -6.3% | 5,332 | $469K |
| McDonough Capital Management, Inc | 0.29% | Add +1.4% | 5,332 | $469K |
| Greenleaf Trust | 0.00% | No change | 5,287 | $465K |
| Hilltop Holdings Inc. | 0.03% | New | 5,241 | $461K |
| Fusion Capital, LLC | 0.18% | Add +0.1% | 5,223 | $459K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.4% | 5,135 | $451K |
| Wedmont Private Capital | 0.02% | Add +16.9% | 5,150 | $451K |
| Financial Insights, Inc. | 0.17% | Reduce -77.7% | 5,115 | $450K |
| EWG Elevate Inc. | 0.14% | Reduce -3.2% | 5,104 | $449K |
| Simon Quick Advisors, LLC | 0.03% | New | 5,095 | $448K |
| JT Stratford LLC | 0.07% | Add +5.1% | 5,090 | $447K |
| Kropog Financial Group, LLC | 0.41% | — | 5,070 | $446K |
| Accel Wealth Management | 0.17% | Add +0.0% | 5,024 | $442K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -21.0% | 4,991 | $439K |
| Rockline Wealth Management, LLC | 0.12% | Add +11.3% | 4,984 | $438K |
| Coordinated Financial Services, Inc. | 0.35% | — | 4,979 | $438K |
| Ballentine Partners, LLC | 0.01% | Add +27.2% | 4,915 | $432K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Add +4.0% | 4,906 | $431K |
| Gratus Wealth Advisors, LLC | 0.07% | Reduce -88.8% | 4,879 | $429K |
| Samalin Investment Counsel, LLC | 0.18% | Add +1.6% | 4,860 | $427K |
| Ballast, Inc. | 0.12% | Reduce -3.1% | 4,859 | $427K |
| Global Financial Private Client, LLC | 0.16% | Reduce -0.2% | 4,848 | $426K |
| Arrow Financial Corp | 0.04% | No change | 4,842 | $426K |
| Tucker Asset Management LLC | 0.10% | No change | 4,829 | $424K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $422K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $421K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.4% | 4,722 | $415K |
| Catalina Capital Group, LLC | 0.14% | Add +0.0% | 4,719 | $415K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 4,715 | $414K |
| Fortress Private Ledger, LLC | 0.25% | — | 4,679 | $411K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,657 | $409K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 4,634 | $407K |
| EPG Wealth Management LLC | 0.11% | Reduce -1.3% | 4,599 | $404K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -0.5% | 4,577 | $402K |
| Smith, Moore & Co. | 0.04% | Reduce -0.4% | 4,571 | $402K |
| RMR Wealth Builders | 0.04% | Reduce -8.4% | 4,530 | $398K |
| Americana Partners, LLC | 0.02% | No change | 4,505 | $396K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +62.6% | 4,442 | $390K |
| Fidelis Capital Partners, LLC | 0.04% | New | 4,266 | $382K |
| Voya Financial Advisors, Inc. | 0.04% | New | 4,277 | $379K |
| SageView Advisory Group, LLC | 0.02% | New | 4,298 | $378K |
| Regions Financial Corp. | 0.00% | Reduce -3.0% | 4,288 | $377K |
| Abbot Financial Management, Inc. | 0.19% | No change | 4,250 | $374K |
| Vanguard Group Inc. | 0.00% | Add +21.6% | 4,220 | $371K |
| Meeder Advisory Services, Inc. | 0.02% | Add +16.2% | 4,216 | $371K |
| Fiduciary Group, LLC | 0.04% | Reduce -12.0% | 4,205 | $370K |
| TCP Asset Management, LLC | 0.08% | No change | 4,185 | $368K |
| Paladin Advisory Group, LLC | 0.28% | Reduce -2.2% | 4,170 | $367K |
| Capstone Wealth Management Group, LLC | 0.20% | Reduce -0.9% | 4,168 | $366K |
| Apeiron RIA LLC | 0.10% | Add +0.1% | 4,144 | $364K |
| Chris Bulman Inc | 0.23% | Reduce -5.7% | 4,109 | $361K |
| Concorde Asset Management, LLC | 0.19% | New | 4,101 | $360K |
| Ironwood Financial, llc | 0.08% | New | 4,097 | $360K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -17.6% | 4,094 | $360K |
| Sonata Capital Group Inc. | 0.15% | No change | 4,055 | $356K |
| Trexquant Investment LP | 0.00% | Reduce -40.5% | 4,007 | $352K |
| Delta Capital Management LLC | 0.20% | New | 4,000 | $352K |
| Financial & Tax Architects, LLC | 0.09% | New | 3,992 | $351K |
| &partners | 0.00% | Add +35.0% | 3,910 | $349K |
| FWG Investments, LLC. | 0.27% | Add +0.2% | 3,967 | $349K |
| Antonelli Financial Advisors, LLC | 0.29% | — | 3,954 | $348K |
| Falcon Wealth Planning | 0.04% | New | 3,950 | $347K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | No change | 3,946 | $347K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 3,917 | $344K |
| New Covenant Trust Company, N.A. | 0.34% | No change | 3,869 | $343K |
| Bogart Wealth, LLC | 0.02% | Reduce -3.5% | 3,867 | $340K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 3,838 | $337K |
| J. W. Coons Advisors, LLC | 0.09% | Reduce -7.1% | 3,820 | $336K |
| Keebeck Wealth Management | 0.05% | New | 3,809 | $335K |
| Dohj, LLC | 0.08% | Add +0.2% | 3,795 | $334K |
| LifeGoal Investments, LLC | 0.36% | — | 3,794 | $333K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 3,750 | $330K |
| Johnson Investment Counsel Inc. | 0.00% | Add +46.5% | 3,737 | $328K |
| PFG Investments, LLC | 0.02% | New | 3,721 | $327K |
| Realta Investment Advisors | 0.13% | Add +112.4% | 3,649 | $326K |
| Cape Investment Advisory, Inc. | 0.13% | Add +7.0% | 3,705 | $326K |
| Stiles Financial Services Inc | 0.12% | Reduce -1.5% | 3,704 | $326K |
| Amara Financial, Llc. | 0.30% | Add +0.1% | 3,695 | $325K |
| Proquility Private Wealth Partners, LLC | 0.10% | No change | 3,667 | $322K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 3,659 | $322K |
| RBA Wealth Management, LLC | 0.12% | Add +8.7% | 3,653 | $321K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.2% | 3,650 | $321K |
| Bleakley Financial Group, LLC | 0.01% | Add +1.2% | 3,628 | $319K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -0.2% | 3,624 | $319K |
| Snider Financial Group | 0.10% | Reduce -1.4% | 3,609 | $317K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 3,581 | $315K |
| Nwam LLC | 0.02% | Add +7.0% | 3,529 | $310K |
| QRG Capital Management, Inc. | 0.00% | Add +9.9% | 3,513 | $309K |
| RE Dickinson Investment Advisors, LLC | 0.26% | Add +2.5% | 3,501 | $308K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -28.9% | 3,488 | $307K |
| Guerra Advisors Inc | 0.17% | — | 3,480 | $306K |
| AlphaMark Advisors, LLC | 0.13% | Add +4.2% | 3,467 | $305K |
| Topsail Wealth Management, LLC | 0.06% | — | 3,451 | $303K |
| Olistico Wealth, LLC | 0.18% | No change | 3,445 | $303K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 3,423 | $301K |
| Mayfair Advisory Group, LLC | 0.18% | New | 3,419 | $300K |
| Arkadios Wealth Advisors | 0.02% | Reduce -3.0% | 3,414 | $300K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 3,411 | $300K |
| Ballast Advisors LLC | 0.09% | Reduce -43.0% | 3,390 | $298K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +3.5% | 3,381 | $297K |
| Leo Wealth, LLC | 0.03% | Reduce -3.7% | 3,374 | $297K |
| Cozad Asset Management Inc. | 0.03% | Add +4.3% | 3,344 | $294K |
| ETF Store, Inc. | 0.36% | Add +9.7% | 3,341 | $294K |
| STAR Financial Bank | 0.21% | No change | 3,303 | $290K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -1.4% | 3,270 | $287K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +10.2% | 3,263 | $287K |
| FLP Wealth Management, LLC | 0.73% | — | 3,238 | $285K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,222 | $283K |
| Moseley Investment Management Inc. | 0.11% | Reduce -8.2% | 3,214 | $282K |
| Able Wealth Management LLC | 0.18% | Reduce -0.1% | 3,173 | $279K |
| Eclectic Associates Inc. | 0.08% | Reduce -17.5% | 3,167 | $278K |
| Quantbot Technologies LP | 0.01% | New | 3,160 | $278K |
| Crowley Wealth Management, Inc. | 0.24% | — | 3,156 | $277K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.0% | 3,155 | $277K |
| Brighton Jones LLC | 0.01% | Add +6.9% | 3,152 | $277K |
| Cornerstone Financial Group, LLC | 0.27% | — | 3,151 | $277K |
| Parkside Financial Bank & Trust | 0.04% | No change | 3,151 | $277K |
| Sherman Asset Management, Inc. | 0.25% | — | 3,140 | $276K |
| First National Corp. /Ma/ | 0.06% | Reduce -4.2% | 3,114 | $274K |
| Napa Wealth Management | 0.12% | New | 3,103 | $273K |
| Bison Wealth, LLC | 0.06% | Reduce -3.7% | 3,099 | $272K |
| Condor Capital Management | 0.02% | Reduce -0.1% | 3,087 | $271K |
| Solano Wealth Investment Advisors LLC | 0.16% | — | 3,080 | $271K |
| Edgestream Partners, L.P. | 0.01% | Reduce -41.8% | 3,079 | $271K |
| Reyes Financial Architecture, Inc. | 0.21% | — | 3,058 | $269K |
| Post Resch Tallon Group Inc. | 0.26% | — | 3,053 | $268K |
| Warner Financial, Inc. | 0.11% | Add +0.2% | 3,027 | $266K |
| Valued Retirements, Inc. | 0.36% | No change | 3,004 | $264K |
| Infinity Wealth Counsel, LLC | 0.28% | — | 3,000 | $264K |
| Summit X, LLC | 0.06% | Reduce -1.4% | 2,997 | $263K |
| Investment Partners, LTD. | 0.11% | No change | 2,980 | $262K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 9,104 | $262K |
| Channel Wealth LLC | 0.09% | Add +17.8% | 2,973 | $261K |
| ORG Partners LLC | 0.04% | Reduce -0.2% | 2,967 | $261K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,861 | $251K |
| Choate Investment Advisors | 0.01% | New | 2,861 | $251K |
| DRW Securities, LLC | 0.02% | New | 2,861 | $251K |
| Stack Financial Management, Inc | 0.02% | New | 2,812 | $247K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 2,810 | $247K |
| Howe & Rusling Inc. | 0.02% | New | 2,806 | $247K |
| Whitaker-Myers Wealth Managers, LTD. | 0.07% | New | 2,780 | $244K |
| Gill Capital Partners, LLC | 0.09% | Reduce -5.4% | 2,777 | $244K |
| Retirement Solution LLC | 0.06% | Reduce -36.5% | 2,772 | $244K |
| Old Second National Bank of Aurora | 0.06% | Add +19.8% | 2,772 | $244K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $244K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $242K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,752 | $242K |
| White Lighthouse Investment Management Inc. | 0.04% | New | 2,739 | $241K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -76.9% | 2,735 | $240K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,729 | $240K |
| Talon Private Wealth, LLC | 0.05% | Reduce -8.6% | 2,728 | $240K |
| RS Crum Inc. | 0.06% | No change | 2,722 | $239K |
| von Borstel & Associates, Inc. | 0.09% | Reduce -7.3% | 2,726 | $239K |
| Laraway Financial Advisors Inc | 0.18% | Add +10.3% | 2,696 | $237K |
| Fairvoy Private Wealth, LLC | 0.06% | — | 2,694 | $237K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,666 | $234K |
| Mustard Seed Financial, LLC | 0.19% | Reduce -0.0% | 2,659 | $234K |
| Clark Asset Management, LLC | 0.04% | No change | 2,653 | $233K |
| Plimoth Trust Co. LLC | 0.06% | New | 2,647 | $233K |
| Maltin Wealth Management, Inc. | 0.11% | Add +0.2% | 2,639 | $232K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 2,631 | $231K |
| Sandy Cove Advisors, LLC | 0.09% | Reduce -2.2% | 2,620 | $230K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.0% | 2,622 | $230K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $229K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 2,600 | $229K |
| TCFG Wealth Management, LLC | 0.12% | New | 2,597 | $228K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 2,582 | $227K |
| MWA Asset Management | 0.15% | Reduce -3.2% | 2,575 | $226K |
| MGB Wealth Management, LLC | 0.07% | Add +4.0% | 2,567 | $226K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -43.2% | 2,548 | $224K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -50.7% | 2,544 | $224K |
| Terril Brothers, Inc. | 0.07% | No change | 2,534 | $223K |
| Mainsail Asset Management, LLC | 0.15% | No change | 2,516 | $221K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 2,500 | $220K |
| Hancock Whitney Corp. | 0.01% | No change | 2,494 | $219K |
| Red Door Wealth Management, LLC | 0.03% | New | 2,458 | $216K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 2,446 | $215K |
| WoodTrust Financial Corp | 0.03% | No change | 2,429 | $214K |
| Raleigh Capital Management Inc. | 0.08% | No change | 2,422 | $213K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.3% | 2,420 | $213K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 2,399 | $211K |
| Sound View Wealth Advisors Group, LLC | 0.02% | New | 2,375 | $209K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 2,368 | $208K |
| StoneX Group Inc. | 0.01% | New | 2,364 | $208K |
| Park Square Financial Group, LLC | 0.14% | — | 2,353 | $207K |
| Novus Advisors, LLC | 0.21% | — | 2,346 | $206K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 2,343 | $206K |
| Novem Group | 0.03% | — | 2,334 | $205K |
| Parallel Advisors, LLC | 0.00% | Add +5.9% | 2,317 | $204K |
| Ascentis Independent Advisors | 0.04% | Reduce -11.1% | 2,293 | $201K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 2,289 | $201K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,280 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -88.0% | 2,170 | $191K |
| Northwest Capital Management Inc | 0.08% | No change | 2,100 | $185K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,087 | $183K |
| Bessemer Group Inc. | 0.00% | No change | 1,969 | $173K |
| Eastern Bank | 0.00% | No change | 1,950 | $171K |
| Rothschild Investment LLC | 0.01% | Reduce -13.4% | 1,911 | $168K |
| Nova Wealth Management, Inc. | 0.14% | — | 1,882 | $165K |
| Avion Wealth | 0.04% | Reduce -2.4% | 1,867 | $164K |
| Richardson Financial Services Inc. | 0.12% | Add +80.2% | 1,849 | $164K |
| Independence Bank of Kentucky | 0.02% | No change | 1,815 | $160K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,781 | $157K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $156K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $150K |
| HM Payson & Co. | 0.00% | Reduce -5.6% | 1,688 | $148K |
| Colonial Trust Co / SC | 0.02% | Reduce -15.9% | 1,618 | $142K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,600 | $141K |
| Crews Bank & Trust | 0.02% | — | 1,563 | $137K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $134K |
| Cassady Schiller Wealth Management, LLC | 0.05% | No change | 1,463 | $129K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | Add +750.0% | 1,360 | $121K |
| NBT Bank, N.A. | 0.01% | No change | 1,365 | $120K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -3.9% | 1,347 | $118K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | No change | 1,338 | $118K |
| Spirit of America Management Corp. | 0.02% | Add +66.9% | 1,337 | $118K |
| Clear Investment Research, LLC | 0.15% | Add +0.1% | 1,328 | $117K |
| Murphy & Mullick Capital Management Corp | 0.11% | — | 1,299 | $114K |
| Copia Wealth Management | 0.11% | — | 1,283 | $113K |
| Fairman Group, LLC | 0.09% | No change | 1,250 | $110K |
| National Bank of Canada | 0.00% | No change | 1,244 | $109K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,242 | $109K |
| Johnson Financial Group, Inc. | 0.01% | Add +128.6% | 1,198 | $108K |
| CENTRAL TRUST Co | 0.00% | No change | 1,227 | $108K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $104K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,163 | $102K |
| Provident Wealth Management, LLC | 0.03% | No change | 1,162 | $102K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,153 | $101K |
| Lowe Wealth Advisors, LLC | 0.04% | Add +93.5% | 1,124 | $99K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,114 | $98K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -7.6% | 1,105 | $97K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -6.0% | 1,041 | $91K |
| North Star Investment Management Corp. | 0.01% | New | 1,032 | $91K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $88K |
| FPC Investment Advisory, Inc. | 0.06% | New | 929 | $84K |
| Whittier Trust Co. | 0.00% | Add +4.4% | 944 | $83K |
| Winch Advisory Services, LLC | 0.02% | Reduce -3.2% | 941 | $83K |
| Coston, McIsaac & Partners | 0.02% | Reduce -17.3% | 935 | $82K |
| Hantz Financial Services, Inc. | 0.00% | No change | 878 | $77K |
| Truvestments Capital LLC | 0.02% | No change | 857 | $75K |
| Costello Asset Management, INC | 0.05% | Add +53.2% | 835 | $73K |
| Salem Investment Counselors Inc. | 0.00% | No change | 816 | $72K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 789 | $69K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -29.9% | 772 | $68K |
| Sound Income Strategies, LLC | 0.00% | Reduce -25.6% | 754 | $66K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 740 | $65K |
| Stephens Consulting, LLC | 0.02% | No change | 720 | $63K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +137.8% | 704 | $62K |
| Gen-Wealth Partners Inc | 0.03% | No change | 700 | $62K |
| NFSG Corp | 0.02% | Reduce -11.6% | 676 | $59K |
| Luminist Capital LLC | 0.10% | — | 663 | $58K |
| Steph & Co. | 0.02% | No change | 663 | $58K |
| Lindbrook Capital, LLC | 0.01% | Add +309.4% | 651 | $57K |
| Vermillion Wealth Management, Inc. | 0.03% | — | 647 | $57K |
| Creekmur Asset Management LLC | 0.01% | No change | 625 | $55K |
| City Holding Co. | 0.01% | Reduce -4.7% | 610 | $54K |
| Ameriflex Group, Inc. | 0.02% | — | 590 | $53K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $53K |
| Crewe Advisors LLC | 0.01% | Add +112.2% | 590 | $52K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 589 | $52K |
| Arax Advisory Partners | 0.00% | Add +226.1% | 574 | $50K |
| West Branch Capital LLC | 0.02% | Add +916.1% | 569 | $50K |
| Urban Financial Advisory Corp | 0.03% | Add +0.2% | 546 | $48K |
| Private Capital Management LLC | 0.01% | New | 505 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +14.8% | 498 | $44K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 487 | $43K |
| Valued Wealth Advisors LLC | 0.03% | New | 471 | $41K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $39K |
| Family Manage LLC | 0.01% | No change | 445 | $39K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 436 | $38K |
| Citadel Advisors | 0.00% | Reduce -98.3% | 426 | $37K |
| Pineridge Advisors LLC | 0.01% | Reduce -52.6% | 406 | $36K |
| Blue Trust, Inc. | 0.00% | Reduce -40.9% | 392 | $34K |
| Integrity Financial Corp | 0.02% | No change | 370 | $33K |
| Sawyer & Company, Inc | 0.01% | Reduce -35.7% | 358 | $31K |
| New Republic Capital, LLC | 0.02% | No change | 346 | $30K |
| SJS Investment Consulting Inc. | 0.01% | No change | 339 | $30K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | No change | 322 | $28K |
| Wolff Wiese Magana LLC | 0.02% | Reduce -11.6% | 306 | $27K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +9.1% | 300 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 294 | $26K |
| BankPlus Trust Department | 0.01% | — | 289 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $25K |
| MCF Advisors LLC | 0.00% | No change | 283 | $25K |
| Nemes Rush Group LLC | 0.00% | Add +108.2% | 281 | $25K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.5% | 246 | $22K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $21K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $21K |
| Security National Bank | 0.00% | New | 232 | $20K |
| Deutsche Bank AG | 0.00% | Add +155.6% | 230 | $20K |
| Oakworth Capital, Inc. | 0.00% | Reduce -26.0% | 225 | $20K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $19K |
| WPG Advisers, LLC | 0.02% | — | 212 | $19K |
| Synergy Asset Management, LLC | 0.00% | New | 212 | $18K |
| Hager Investment Management Services, LLC | 0.01% | — | 165 | $15K |
| WASHINGTON TRUST Co | 0.00% | No change | 160 | $14K |
| Horizons Wealth Management | 0.01% | No change | 158 | $14K |
| Element Wealth, LLC | 0.01% | No change | 152 | $13K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 147 | $13K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 146 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -20.2% | 134 | $12K |
| Pacific Center for Financial Services | 0.00% | No change | 121 | $11K |
| Morse Asset Management, Inc | 0.00% | Add +0.9% | 116 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -57.5% | 107 | $9K |
| WR Wealth Planners, LLC | 0.00% | No change | 106 | $9K |
| Bangor Savings Bank | 0.00% | No change | 101 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 100 | $9K |
| Group One Trading LLC | 0.00% | New | 96 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $8K |
| Rakuten Securities, Inc. | 0.00% | Add +4500.0% | 92 | $8K |
| Breakwater Investment Management | 0.00% | No change | 88 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | New | 86 | $8K |
| 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% | Reduce -48.1% | 84 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 78 | $7K |
| Kiker Wealth Management, LLC | 0.01% | — | 78 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 72 | $6K |
| Main Street Group, LTD | 0.00% | Reduce -81.2% | 72 | $6K |
| Abound Wealth Management | 0.00% | Reduce -60.5% | 66 | $6K |
| Principia Wealth Advisory, LLC | 0.01% | — | 65 | $6K |
| Capital A Wealth Management, LLC | 0.01% | — | 60 | $5K |
| TD Capital Management LLC | 0.00% | No change | 59 | $5K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $5K |
| Financial Perspectives, Inc | 0.00% | New | 54 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $4K |
| Ransom Advisory, Ltd | 0.00% | No change | 50 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 46 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 43 | $4K |
| Logan Capital Management Inc. | 0.00% | New | 40 | $4K |
| 2UniFi Bank | 0.00% | — | 39 | $3K |
| Montag A & Associates Inc. | 0.00% | Reduce -33.3% | 38 | $3K |
| West Paces Advisors Inc. | 0.00% | New | 36 | $3K |
| Bfsg, LLC | 0.00% | New | 35 | $3K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 31 | $3K |
| Manchester Capital Management LLC | 0.00% | Add +60.0% | 24 | $2K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $2K |
| Centricity Wealth Management, LLC | 0.00% | — | 20 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 20 | $2K |
| Transce3nd, LLC | 0.00% | — | 20 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| New Wave Wealth Advisors LLC | 0.00% | New | 10 | $879 |
| EnRich Financial Partners LLC | 0.00% | No change | 8 | $703 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 6 | $527 |
| Tompkins Financial Corp. | 0.00% | Reduce -45.5% | 6 | $527 |
| Lanark Financial, Inc. | 0.04% | — | 5 | $444 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $440 |
| REAP Financial Group, LLC | 0.00% | No change | 3 | $264 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $176 |
"% 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.