SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q1 2025 (March 31)1,103holders −36
66new positions
89sold out
5famous investors
$80.31avg. 13F price*
At the end of Q1 2025, 1,103 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, down 36 from Q4 2024. 66 opened new positions and 89 sold out. The largest holders were LPL Financial LLC ($2.9B), Financial Engines Advisors L.L.C. ($1.6B) and Allworth Financial LP ($901.5M). 5 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 (Q1 2025)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $70.6M |
| Exits | 89 | $123.4M |
All 13F filers, Q4 2024 → Q1 2025: 17,168,316 shares bought and 35,612,923 shares sold, net −18,444,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,103 holders
| LPL Financial LLC | 1.13% | Add +6.0% | 36,070,856 | $2.9B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -2.1% | 19,696,376 | $1.6B |
| Allworth Financial LP | 5.08% | Reduce -8.4% | 11,217,747 | $901.5M |
| Ameriprise Financial Inc. | 0.19% | Add +7.2% | 8,732,829 | $701.7M |
| Morgan Stanley | 0.04% | Add +3.5% | 7,662,540 | $615.8M |
| Equitable Holdings, Inc. | 4.52% | Add +6.6% | 5,920,770 | $475.9M |
| Envestnet Asset Management Inc. | 0.15% | Reduce -65.8% | 5,757,808 | $462.8M |
| JPMorgan Chase & Co. | 0.03% | Add +3.5% | 5,444,280 | $437.6M |
| Valmark Advisers, Inc. | 5.76% | Add +2.4% | 4,744,344 | $381.3M |
| HB Wealth Management, LLC | 3.13% | Add +3.3% | 4,788,489 | $371.7M |
| Horizon Investments, LLC | 11.04% | Reduce -17.2% | 4,609,555 | $370.5M |
| Kestra Investment Management, LLC | 6.58% | Add +82.7% | 4,361,014 | $341.1M |
| Townsquare Capital LLC | 3.60% | Add +5.9% | 4,209,404 | $338.3M |
| UBS Group AG | 0.07% | Reduce -4.2% | 3,838,600 | $308.5M |
| Dynasty Wealth Management, LLC | 5.03% | Add +6.0% | 3,756,820 | $301.9M |
| Raymond James Financial Inc. | 0.11% | Add +0.9% | 3,713,702 | $298.5M |
| Orgel Wealth Management, LLC | 7.71% | Add +11.6% | 3,692,948 | $296.8M |
| Quotient Wealth Partners, LLC | 9.27% | Add +4.0% | 3,612,114 | $290.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +6.0% | 3,356,869 | $269.8M |
| Bank of New York Mellon Corp | 0.05% | Reduce -8.4% | 3,355,822 | $269.7M |
| Advisory Alpha, LLC | 8.90% | Add +1.1% | 3,263,819 | $261.7M |
| RFG Advisory, LLC | 6.40% | Add +4.1% | 2,946,637 | $236.8M |
| Bank of America Corp. | 0.02% | Reduce -0.6% | 2,912,507 | $234.1M |
| Private Advisor Group, LLC | 1.39% | Reduce -4.7% | 2,854,539 | $229.4M |
| AE Wealth Management LLC | 1.64% | Add +4.3% | 2,422,045 | $194.7M |
| Willis Johnson & Associates, Inc. | 14.23% | Reduce -2.3% | 2,338,521 | $187.9M |
| Cetera Investment Advisers | 0.35% | Reduce -20.2% | 2,229,013 | $179.1M |
| Cwm, LLC | 0.71% | Reduce -9.6% | 2,216,370 | $178.1M |
| HighTower Advisors, LLC | 0.24% | Add +33.5% | 2,207,192 | $177.4M |
| Osaic Holdings, Inc. | 0.38% | Reduce -16.6% | 2,137,873 | $171.8M |
| Wells Fargo & Company | 0.04% | Add +1.5% | 2,128,843 | $171.1M |
| FMR LLC | 0.01% | Add +4.6% | 2,051,592 | $164.9M |
| NorthRock Partners, LLC | 5.49% | Add +1.9% | 2,031,903 | $163.3M |
| Royal Bank of Canada | 0.03% | Add +2.9% | 1,916,056 | $154.0M |
| Commonwealth Equity Services, LLC | 0.22% | Add +10.2% | 1,897,130 | $152.5M |
| SCS Capital Management LLC | 1.83% | Add +94.1% | 1,793,264 | $144.1M |
| Savant Capital, LLC | 1.21% | Reduce -13.0% | 1,772,397 | $142.4M |
| Connecticut Wealth Management, LLC | 6.61% | Reduce -62.7% | 1,571,909 | $126.3M |
| Focused Wealth Management, Inc | 16.10% | Add +2.3% | 1,472,387 | $118.3M |
| CoreCap Advisors, LLC | 5.06% | Add +5.6% | 1,428,783 | $114.8M |
| Gerber Kawasaki Wealth & Investment Management | 5.15% | Add +3.0% | 1,424,985 | $114.5M |
| Nicolet Advisory Services, LLC | 11.28% | Reduce -1.1% | 1,479,625 | $113.8M |
| Tiaa Trust, National Association | 0.33% | Add +10.2% | 1,332,553 | $107.1M |
| Kingsview Wealth Management, LLC | 1.94% | Reduce -0.3% | 1,279,544 | $102.8M |
| Mariner, LLC | 0.17% | Add +18.2% | 1,270,828 | $102.1M |
| Syntegra Private Wealth Group, LLC | 11.88% | Reduce -2.1% | 1,263,855 | $101.6M |
| KWB Wealth | 12.14% | Reduce -5.6% | 1,144,816 | $100.6M |
| Prudential Financial Inc. | 0.14% | Reduce -10.1% | 1,201,662 | $96.6M |
| AlphaStar Capital Management, LLC | 9.44% | Reduce -1.6% | 1,167,033 | $93.8M |
| Old National Bancorp | 2.36% | Add +7.2% | 1,118,864 | $89.9M |
| Stifel Financial Corp. | 0.09% | Add +51.3% | 1,073,142 | $86.2M |
| First National Trust Co | 3.44% | Reduce -25.4% | 1,062,498 | $85.4M |
| Octavia Wealth Advisors, LLC | 10.16% | Add +28.8% | 1,041,037 | $83.7M |
| Black Swift Group, LLC | 18.68% | Reduce -23.3% | 1,026,913 | $82.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +11.2% | 978,221 | $78.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.41% | Add +0.9% | 941,935 | $75.7M |
| Integrated Wealth Concepts LLC | 0.88% | Add +7.6% | 939,590 | $75.5M |
| Corient Private Wealth LP | 0.12% | Reduce -31.5% | 920,034 | $73.9M |
| Flagship Harbor Advisors, LLC | 3.85% | Add +10.0% | 910,702 | $73.2M |
| Compton Financial Group, LLC | 20.34% | Add +41.3% | 879,023 | $70.6M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -24.0% | 833,758 | $67.0M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -25.2% | 833,241 | $67.0M |
| MML Investors Services, LLC | 0.22% | Reduce -4.6% | 829,566 | $66.7M |
| Cannon Financial Strategists, Inc. | 11.27% | Reduce -2.0% | 817,114 | $65.7M |
| Waverly Advisors, LLC | 0.76% | Add +2.7% | 775,808 | $62.4M |
| Principal Securities, Inc. | 1.37% | No change | 697,501 | $61.3M |
| Benjamin Edwards Inc. | 0.85% | Add +61.1% | 754,366 | $60.6M |
| Creative Planning | 0.06% | Reduce -0.0% | 730,549 | $58.7M |
| Roberts Financial Services LLC | 11.29% | Add +33.1% | 723,250 | $58.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +4.8% | 713,967 | $57.4M |
| First Command Advisory Services, Inc. | 0.55% | Add +8.5% | 708,244 | $56.9M |
| Founders Financial Securities LLC | 4.74% | Reduce -5.7% | 686,054 | $55.9M |
| Klingman & Associates, LLC | 3.39% | Add +2.3% | 689,483 | $55.4M |
| Ackerman Capital Advisors, LLC | 14.04% | Reduce -0.6% | 661,363 | $53.2M |
| Ameritas Advisory Services, LLC | 2.12% | Reduce -13.0% | 644,502 | $52.4M |
| Reston Wealth Management LLC | 20.67% | Reduce -6.3% | 636,095 | $51.1M |
| ESL Trust Services, LLC | 11.33% | Add +0.5% | 624,856 | $50.2M |
| Elevation Point Wealth Partners, LLC | 4.12% | Reduce -0.6% | 598,061 | $48.1M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +2.3% | 593,721 | $47.7M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -40.9% | 530,305 | $46.2M |
| SilverOak Wealth Management LLC | 9.97% | Add +6.0% | 573,700 | $46.1M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -10.8% | 565,876 | $45.5M |
| Mainstay Capital Management LLC | 6.22% | Reduce -54.0% | 564,883 | $45.4M |
| Canandaigua National Bank & Trust Co. | 4.49% | Add +8.9% | 557,906 | $44.8M |
| Diversify Wealth Management, LLC | 3.28% | Add +25.3% | 538,146 | $44.1M |
| IHT Wealth Management, LLC | 1.36% | Add +11.4% | 543,666 | $43.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.76% | Add +3.2% | 541,484 | $43.5M |
| Perennial Investment Advisors, LLC | 4.83% | Add +7.7% | 533,197 | $42.9M |
| Merit Financial Group, LLC | 0.60% | Reduce -17.5% | 497,933 | $40.0M |
| Good Life Advisors, LLC | 2.76% | Add +29.4% | 487,387 | $39.2M |
| Trilogy Capital Inc. | 1.97% | Reduce -1.0% | 468,442 | $37.6M |
| Truefg, LLC | 12.36% | Add +0.8% | 467,458 | $37.6M |
| Courier Capital LLC | 2.44% | Add +12.8% | 463,097 | $37.2M |
| Rodgers & Associates, LTD | 4.53% | Reduce -1.4% | 462,277 | $37.2M |
| Nottingham Advisors, Inc. | 5.64% | Reduce -23.5% | 458,805 | $36.9M |
| CGN Advisors LLC | 3.54% | Reduce -3.5% | 449,814 | $36.2M |
| Oarsman Capital, Inc. | 6.37% | Add +3.8% | 441,487 | $35.5M |
| Buska Wealth Management, LLC | 11.12% | Add +3.6% | 441,402 | $35.5M |
| Convergence Financial, LLC | 6.47% | Reduce -0.4% | 410,140 | $33.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.76% | Add +1.8% | 407,277 | $32.7M |
| ERn Financial, LLC | 5.17% | Reduce -1.6% | 406,903 | $32.7M |
| Leslie Global Wealth, LLC | 15.76% | Add +8.3% | 402,817 | $32.4M |
| Woodard & Co. Asset Management Group Inc. | 6.73% | Reduce -3.4% | 400,821 | $32.2M |
| Shepherd Financial Partners LLC | 3.77% | Add +976.9% | 399,967 | $32.1M |
| Garrett Wealth Advisory Group, LLC | 7.18% | Add +3.9% | 399,379 | $32.1M |
| Corebridge Financial, Inc. | 0.18% | Add +136.0% | 387,700 | $31.2M |
| Keystone Financial Group | 3.10% | Reduce -1.7% | 378,393 | $30.4M |
| Nicolet Bankshares Inc. | 6.06% | Add +0.6% | 375,568 | $30.2M |
| Whitcomb & Hess, Inc. | 9.05% | Reduce -1.3% | 371,768 | $29.9M |
| Signet Financial Management, LLC | 4.01% | Reduce -14.7% | 369,434 | $29.7M |
| Investments & Financial Planning, LLC | 19.28% | Reduce -1.0% | 369,339 | $29.7M |
| Kestra Private Wealth Services, LLC | 0.49% | Add +3.6% | 363,477 | $29.2M |
| Financial Advocates Investment Management | 2.03% | Reduce -3.5% | 359,716 | $28.9M |
| Riversedge Advisors, LLC | 6.45% | Reduce -0.9% | 359,669 | $28.9M |
| Aptus Capital Advisors, LLC | 0.32% | Add +4.3% | 352,199 | $28.3M |
| Destiny Capital Corp | 18.60% | Add +0.3% | 339,486 | $27.3M |
| Tradewinds Capital Management, LLC | 7.28% | Reduce -6.1% | 338,199 | $27.2M |
| Sunburst Financial Group, LLC | 6.67% | Add +2.5% | 337,910 | $27.2M |
| Confluence Investment Management LLC | 0.39% | Add +64.5% | 336,227 | $27.0M |
| Western Wealth Management, LLC | 1.78% | Add +11.3% | 333,401 | $26.8M |
| Money Design Co.,Ltd. | 1.34% | Add +29.5% | 333,271 | $26.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.11% | Reduce -11.2% | 330,597 | $26.8M |
| Citizens Financial Group Inc. | 0.52% | Add +13.0% | 328,216 | $26.4M |
| NewEdge Advisors, LLC | 0.16% | Add +1.7% | 328,076 | $26.4M |
| Higgins & Schmidt Wealth Strategies LLC | 15.30% | Add +1.5% | 322,382 | $25.9M |
| Prime Capital Investment Advisors, LLC | 0.30% | Add +46.9% | 318,984 | $25.6M |
| Kozak & Associates, Inc. | 6.35% | Add +1.3% | 323,123 | $25.4M |
| Waterloo Capital, L.P. | 2.36% | Add +6.5% | 316,116 | $25.4M |
| Mma Asset Management LLC | 10.60% | Add +4.9% | 313,152 | $25.2M |
| Verus Capital Partners, LLC | 2.50% | Add +2.1% | 310,883 | $25.0M |
| Stratos Wealth Partners, LTD. | 0.38% | Reduce -15.8% | 304,145 | $24.4M |
| Wealth Management Resources, Inc. | 8.76% | Add +0.7% | 300,392 | $24.1M |
| Hilltop Partners LLC | 8.00% | Add +120.0% | 294,812 | $23.7M |
| Alta Wealth Advisors LLC | 10.76% | Add +2.4% | 291,703 | $23.4M |
| Great Valley Advisor Group, Inc. | 0.50% | Add +19.2% | 289,695 | $23.3M |
| Gladstone Institutional Advisory LLC | 1.08% | Add +5.0% | 288,916 | $23.2M |
| Beutel, Goodman & Co Ltd. | 0.13% | Add +6.6% | 288,552 | $23.2M |
| Abound Financial, LLC | 11.68% | Add +6.6% | 287,164 | $23.1M |
| CX Institutional | 0.86% | Add +28.0% | 282,830 | $22.7M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -36.8% | 279,994 | $22.5M |
| Geneos Wealth Management Inc. | 0.75% | Reduce -12.5% | 277,995 | $22.3M |
| Brandywine Oak Private Wealth LLC | 2.19% | Add +2.5% | 277,599 | $22.3M |
| Eagle Strategies LLC | 3.87% | Add +6.7% | 276,976 | $22.3M |
| Modern Wealth Management, LLC | 0.71% | Add +12.4% | 276,954 | $22.3M |
| Brookstone Capital Management | 0.32% | Reduce -7.1% | 276,261 | $22.2M |
| Quest Investment Management LLC | 2.74% | Add +9.3% | 274,823 | $22.1M |
| Truist Financial Corp. | 0.03% | Reduce -2.3% | 270,265 | $21.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +109432.5% | 269,450 | $21.7M |
| Inspirion Wealth Advisors, LLC | 2.98% | Reduce -3.1% | 267,069 | $21.5M |
| Clear Creek Financial Management, LLC | 2.22% | Add +1.7% | 266,823 | $21.4M |
| Drake & Associates, LLC | 6.00% | Add +1.9% | 265,868 | $21.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +16.8% | 265,207 | $21.3M |
| Two Sigma Investments, LP | 0.05% | Add +27.8% | 261,300 | $21.0M |
| Concurrent Investment Advisors, LLC | 0.51% | Add +9.3% | 259,379 | $20.8M |
| VestGen Advisors, LLC | 0.94% | — | 258,161 | $20.7M |
| WFA Asset Management Corp | 10.79% | Add +27.6% | 282,198 | $20.6M |
| Choice Wealth Advisors LLC | 10.55% | Add +3.2% | 251,781 | $20.2M |
| PFG Private Wealth Management, LLC | 10.68% | Reduce -0.0% | 245,681 | $19.7M |
| Boyd Wealth Management, LLC | 9.79% | Add +104.6% | 244,466 | $19.6M |
| Twin Focus Capital Partners, LLC | 3.03% | Add +0.8% | 242,477 | $19.5M |
| Balanced Wealth Group LLC | 9.35% | Reduce -12.0% | 241,618 | $19.3M |
| JNBA Financial Advisors | 1.99% | Reduce -5.2% | 238,751 | $19.2M |
| Graney & King, LLC | 14.27% | Reduce -3.4% | 238,491 | $19.2M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -16.0% | 256,087 | $18.4M |
| Dakota Wealth Management | 0.43% | Add +6.6% | 228,400 | $18.4M |
| TPG Financial Advisors, LLC | 8.10% | Add +66.7% | 227,948 | $18.3M |
| Florida Trust Wealth Management Co | 0.59% | Add +9.4% | 226,544 | $18.2M |
| Diversify Advisory Services, LLC | 1.13% | Add +36.5% | 221,056 | $18.1M |
| Horizon Wealth Management, LLC | 3.05% | Reduce -1.2% | 224,828 | $18.1M |
| Three Cord True Wealth Management, LLC | 15.48% | Add +3.7% | 224,521 | $18.0M |
| Collier Financial | 15.13% | New | 221,450 | $17.8M |
| Integrity Alliance, Llc. | 0.70% | Add +58.1% | 220,641 | $17.7M |
| CCG Wealth Management, LLC | 10.56% | Reduce -11.7% | 219,664 | $17.7M |
| Sargent Investment Group, LLC | 2.80% | Reduce -7.2% | 218,442 | $17.6M |
| CarsonAllaria Wealth Management, Ltd. | 9.77% | Add +2.3% | 209,883 | $16.9M |
| Vicus Capital | 1.56% | Reduce -0.6% | 208,579 | $16.8M |
| Hofer & Associates. Inc | 11.37% | Add +0.8% | 208,532 | $16.8M |
| First Heartland Consultants, Inc. | 1.70% | Reduce -7.2% | 204,926 | $16.5M |
| Tower Wealth Partners, Inc. | 8.57% | Reduce -1.1% | 199,503 | $16.0M |
| Horizon Financial Services, LLC | 8.94% | Add +4.8% | 199,485 | $16.0M |
| Navalign, LLC | 4.52% | Reduce -2.9% | 197,274 | $15.9M |
| Optas, LLC | 2.75% | Reduce -0.9% | 196,363 | $15.8M |
| Hobart Private Capital, LLC | 3.94% | Reduce -3.5% | 196,195 | $15.8M |
| Gibbs Wealth Management | 3.78% | Add +14.2% | 195,292 | $15.7M |
| Buttonwood Financial Group, LLC | 9.09% | Add +3.6% | 201,712 | $15.5M |
| GHP Investment Advisors, Inc. | 0.74% | Reduce -1.0% | 191,106 | $15.4M |
| Portside Wealth Group, LLC | 2.50% | Add +6.7% | 190,185 | $15.3M |
| Millington Financial Advisors, LLC | 9.38% | Reduce -4.2% | 195,052 | $15.3M |
| Harbor Group, Inc. | 3.05% | Reduce -0.9% | 189,925 | $15.3M |
| Ascent Group, LLC | 0.64% | Add +2396.1% | 186,711 | $15.0M |
| Tidemark, LLC | 5.31% | Add +6.1% | 179,924 | $14.5M |
| Fifth Third Bancorp | 0.05% | Add +60.4% | 179,449 | $14.4M |
| Redwood Investment Management, LLC | 1.56% | Reduce -43.7% | 179,433 | $14.4M |
| Investors Research Corp | 3.12% | Add +7.6% | 178,985 | $14.4M |
| Diligent Investors, LLC | 3.50% | Reduce -3.5% | 178,951 | $14.4M |
| Cary Street Partners Financial LLC | 0.45% | Reduce -59.8% | 177,169 | $14.2M |
| Summit Financial, LLC | 0.40% | Add +14.3% | 176,338 | $14.2M |
| Jones Financial Companies LLLP | 0.01% | Add +317.2% | 175,297 | $14.0M |
| Pinnacle Wealth Planning Services, Inc. | 2.06% | Reduce -0.3% | 170,783 | $13.7M |
| One Capital Management, LLC | 0.46% | Reduce -0.2% | 167,823 | $13.5M |
| Centaurus Financial, Inc. | 0.80% | Add +3.8% | 164,597 | $13.2M |
| Wrapmanager Inc. | 3.45% | Add +0.5% | 163,084 | $13.1M |
| M&T Bank Corp | 0.05% | Reduce -5.5% | 160,568 | $12.9M |
| Goldstone Financial Group, LLC | 1.95% | Add +0.4% | 160,134 | $12.9M |
| Prepared Retirement Institute LLC | 8.19% | Reduce -29.0% | 159,729 | $12.8M |
| Lane & Associates LLC | 6.87% | Add +6.9% | 158,500 | $12.7M |
| Vertex Planning Partners, LLC | 2.75% | Add +2.3% | 156,770 | $12.6M |
| CBM Financial, LLC | 10.19% | — | 140,074 | $12.5M |
| Atria Investments, Inc | 0.16% | Reduce -0.3% | 155,036 | $12.5M |
| GM Advisory Group, LLC | 0.67% | Add +14.9% | 154,671 | $12.4M |
| Pecaut & Co. | 4.22% | Add +2.2% | 153,984 | $12.4M |
| Cornerstone Wealth Management, LLC | 0.83% | Add +3.0% | 153,290 | $12.3M |
| Financial Gravity Asset Management, Inc. | 2.67% | — | 152,547 | $12.3M |
| Arete Wealth Advisors, LLC | 0.94% | Add +7.6% | 152,317 | $12.2M |
| NewSquare Capital LLC | 0.99% | Add +0.1% | 151,245 | $12.2M |
| Capital Analysts, LLC | 0.44% | Add +12.4% | 148,195 | $11.9M |
| Magnus Financial Group LLC | 1.16% | Add +2.5% | 148,053 | $11.9M |
| Optimist Retirement Group LLC | 5.86% | Reduce -2.2% | 145,595 | $11.7M |
| Advisor Resource Council | 0.92% | Add +1195.4% | 143,255 | $11.4M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -3.8% | 141,797 | $11.4M |
| Focus Partners Wealth | 0.03% | Reduce -2.2% | 141,683 | $11.4M |
| Concord Wealth Partners | 1.83% | Add +0.9% | 138,819 | $11.2M |
| Transcend Capital Advisors, LLC | 0.80% | Add +44.4% | 138,004 | $11.1M |
| Silver Oak Securities, Incorporated | 1.04% | Reduce -1.1% | 138,022 | $11.1M |
| Sage Financial Management Group, Inc. | 3.95% | Add +0.7% | 135,562 | $10.9M |
| Sterling Manor Financial, LLC | 7.67% | Reduce -25.8% | 133,567 | $10.7M |
| Rooted Wealth Advisors, Inc. | 4.46% | Add +1.9% | 143,111 | $10.4M |
| Sanchez Wealth Management Group | 2.79% | Add +1.5% | 127,895 | $10.3M |
| Centennial Wealth Advisory LLC | 3.72% | Reduce -49.1% | 127,383 | $10.2M |
| Probity Advisors, Inc. | 1.95% | Reduce -1.3% | 126,186 | $10.1M |
| Cobblestone Asset Management LLC | 5.92% | Add +15.2% | 126,047 | $10.1M |
| Concord Asset Management, LLC | 2.20% | Add +2.5% | 127,735 | $10.0M |
| Avantax Advisory Services, Inc. | 0.06% | Add +1.5% | 123,278 | $9.9M |
| Sequent Asset Management, LLC | 5.52% | Add +3.5% | 123,235 | $9.9M |
| Tranquilli Financial Advisor LLC | 6.20% | Reduce -4.6% | 121,916 | $9.8M |
| Marathon Mission, Inc. | 6.85% | Add +21.7% | 121,903 | $9.8M |
| Avestar Capital, LLC | 0.93% | Reduce -19.4% | 121,017 | $9.7M |
| Melone Private Wealth, LLC | 5.07% | Add +2.4% | 120,445 | $9.7M |
| Quent Capital, LLC | 1.01% | Reduce -0.7% | 119,790 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.6% | 118,918 | $9.6M |
| New England Capital Financial Advisors LLC | 4.86% | Reduce -9.0% | 118,896 | $9.6M |
| Power Wealth Management LLC | 3.84% | Add +10.8% | 118,054 | $9.5M |
| BIP Wealth, LLC | 0.62% | Add +172.6% | 117,705 | $9.5M |
| Independent Wealth Network Inc. | 3.78% | Add +0.0% | 117,575 | $9.4M |
| 1834 Investment Advisors Co. | 1.21% | Add +26.1% | 116,325 | $9.3M |
| Elite Financial, Inc. | 4.92% | Reduce -0.1% | 115,882 | $9.3M |
| TAGStone Capital, Inc. | 4.54% | Add +1.8% | 114,731 | $9.2M |
| GenWealth Group, Inc. | 2.03% | Reduce -0.3% | 114,570 | $9.2M |
| ArborFi Advisors, LLC | 9.14% | Reduce -11.4% | 114,443 | $9.2M |
| Promus Capital, LLC | 6.94% | Add +0.6% | 113,886 | $9.2M |
| Symphony Financial, Ltd. Co. | 5.39% | Reduce -65.3% | 115,099 | $9.1M |
| Freedom Investment Management, Inc. | 0.75% | Reduce -2.6% | 110,508 | $8.9M |
| Carnegie Investment Counsel | 0.21% | Reduce -37.4% | 121,832 | $8.9M |
| Assetmark, Inc. | 0.02% | Reduce -37.1% | 110,177 | $8.9M |
| Apollon Financial, LLC | 2.07% | Add +2.8% | 108,461 | $8.7M |
| Shilanski & Associates, Inc. | 2.72% | Add +2.6% | 108,353 | $8.7M |
| Meritage Portfolio Management | 0.58% | Reduce -7.8% | 108,282 | $8.7M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +36.9% | 108,025 | $8.7M |
| SIMA Wealth Partners, LLC | 7.10% | Add +7.3% | 106,441 | $8.6M |
| BCS Wealth Management | 2.19% | Reduce -1.3% | 106,074 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +4.7% | 104,755 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.45% | Reduce -10.9% | 102,620 | $8.2M |
| Breakwater Capital Group | 1.47% | Add +16.0% | 102,411 | $8.2M |
| Collaborative Wealth Managment Inc. | 3.80% | Reduce -0.7% | 101,128 | $8.1M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.5% | 101,074 | $8.1M |
| Wealthcare Advisory Partners LLC | 0.22% | Reduce -0.6% | 100,288 | $8.1M |
| Stonebridge Financial Group, LLC | 0.85% | Add +3.8% | 99,613 | $8.0M |
| Oxinas Partners, LLC | 4.72% | Reduce -0.7% | 99,532 | $8.0M |
| Financial Management Professionals, Inc. | 1.02% | Add +5.2% | 99,404 | $8.0M |
| Obsidian Personal Planning Solutions LLC | 3.56% | Add +1.9% | 97,323 | $8.0M |
| Northeast Financial Consultants Inc | 0.35% | Reduce -5.3% | 97,401 | $7.8M |
| Asset Allocation Strategies LLC | 1.94% | Reduce -14.3% | 97,221 | $7.8M |
| Synergy Investment Management, LLC | 3.24% | Add +24.6% | 96,595 | $7.8M |
| Affinity Capital Advisors, LLC | 1.52% | Add +24.9% | 98,060 | $7.7M |
| LifePlan Financial, LLC | 6.66% | Reduce -1.1% | 94,999 | $7.6M |
| IFG Advisory, LLC | 0.42% | Reduce -15.0% | 93,412 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +61.8% | 93,046 | $7.5M |
| American Financial & Tax Strategies Inc. | 4.01% | Reduce -10.5% | 92,828 | $7.5M |
| Intergy Private Wealth, LLC | 2.82% | Reduce -1.7% | 92,226 | $7.4M |
| Tsfg, LLC | 1.51% | Add +16.9% | 91,790 | $7.4M |
| Relyea Zuckerberg Hanson LLC | 0.99% | Add +0.0% | 91,007 | $7.3M |
| 1ST Source Bank | 0.43% | Add +0.9% | 90,733 | $7.3M |
| Guardian Wealth Advisors, LLC | 4.56% | Add +55.8% | 88,473 | $7.1M |
| Priebe Wealth Holdings LLC | 4.43% | Reduce -1.6% | 88,343 | $7.1M |
| Harbour Investments, Inc. | 0.20% | Reduce -0.9% | 86,982 | $7.0M |
| Compass Financial Group, Inc. | 3.53% | Add +0.5% | 85,524 | $6.9M |
| Stonebrook Private Inc. | 1.78% | Add +3.2% | 85,381 | $6.9M |
| Founders Capital Management | 4.43% | Reduce -0.4% | 85,241 | $6.9M |
| WealthPLAN Partners, LLC | 0.96% | Add +9.8% | 85,178 | $6.8M |
| Private Trust Co. NA | 0.70% | Reduce -3.3% | 84,994 | $6.8M |
| Beacon Bridge Wealth Partners, LLC | 2.91% | Add +2.9% | 84,781 | $6.8M |
| Oak Harvest Investment Services | 0.94% | Reduce -1.9% | 83,817 | $6.7M |
| Wellspring Financial Advisors, LLC | 0.75% | Reduce -67.4% | 83,633 | $6.7M |
| Key Financial Inc | 1.44% | Reduce -0.8% | 82,610 | $6.6M |
| Fortitude Financial, LLC | 6.32% | Add +0.5% | 82,544 | $6.6M |
| Members Wealth LLC | 5.00% | Add +5.2% | 82,390 | $6.6M |
| Waller Financial Planning Group, Inc. | 1.85% | Reduce -9.0% | 81,866 | $6.6M |
| Greenwood Gearhart LLC | 0.45% | Reduce -9.6% | 81,301 | $6.5M |
| Salomon & Ludwin, LLC | 0.69% | Add +17.4% | 51,240 | $6.5M |
| DecisionMap Wealth Management, LLC | 4.90% | Add +10.7% | 80,095 | $6.4M |
| Tritonpoint Wealth, LLC | 0.61% | Add +2.4% | 79,715 | $6.4M |
| Financial Council, LLC | 3.45% | Add +0.6% | 79,613 | $6.4M |
| Marion Wealth Management | 1.70% | Reduce -10.4% | 79,414 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.0% | 78,599 | $6.3M |
| Idaho Trust Co | 2.56% | New | 78,255 | $6.3M |
| Petix & Botte Co | 1.65% | Add +37.0% | 77,952 | $6.3M |
| Occidental Asset Management, LLC | 0.94% | Add +0.7% | 77,852 | $6.3M |
| Regimen Wealth, LLC | 2.01% | Add +1.1% | 77,834 | $6.3M |
| Independent Financial Group, LLC | 0.21% | Add +18.9% | 77,534 | $6.2M |
| Avior Wealth Management, LLC | 0.24% | Reduce -3.4% | 77,072 | $6.2M |
| Advisors Capital Management, LLC | 0.10% | Add +67.6% | 76,910 | $6.2M |
| Auour Investments LLC | 2.24% | Add +2.1% | 75,297 | $6.2M |
| Graypoint LLC | 0.38% | Add +2.8% | 76,467 | $6.1M |
| IAG Wealth Partners, LLC | 0.95% | Add +1.0% | 75,824 | $6.1M |
| Measured Wealth Private Client Group, LLC | 1.95% | Reduce -7.7% | 75,747 | $6.1M |
| City Center Advisors, LLC | 6.99% | Reduce -7.3% | 74,445 | $6.0M |
| Fifth Third Securities, Inc. | 0.50% | Add +204.4% | 73,912 | $5.9M |
| Mutual Advisors, LLC | 0.17% | Add +331.8% | 72,717 | $5.9M |
| Moneco Advisors, LLC | 0.61% | Add +7.0% | 73,708 | $5.9M |
| Venture Visionary Partners LLC | 0.25% | Add +55.3% | 73,394 | $5.9M |
| Flynn Zito Capital Management, LLC | 2.68% | Reduce -46.1% | 72,650 | $5.8M |
| Advisory Services Network, LLC | 0.11% | Add +7.4% | 72,512 | $5.8M |
| Bristlecone Advisors, LLC | 0.48% | Add +10.7% | 72,462 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 72,113 | $5.8M |
| Florida Financial Advisors, LLC | 2.28% | Add +60.8% | 72,705 | $5.8M |
| Tobias Financial Advisors, Inc. | 1.12% | Add +16.1% | 71,732 | $5.8M |
| UNIVEST FINANCIAL Corp | 0.37% | Add +10.2% | 70,992 | $5.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -26.2% | 70,373 | $5.7M |
| Denver Wealth Management, Inc. | 2.57% | Reduce -1.1% | 70,090 | $5.6M |
| Transform Wealth, LLC | 0.34% | Reduce -3.2% | 70,089 | $5.6M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 70,053 | $5.6M |
| Systematic Alpha Investments, LLC | 0.21% | No change | 70,000 | $5.6M |
| One Day In July LLC | 0.56% | Add +0.0% | 69,918 | $5.6M |
| United Advisor Group, LLC | 1.15% | Add +11.4% | 69,912 | $5.6M |
| Sabal Trust CO | 0.31% | No change | 69,860 | $5.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -95.2% | 69,139 | $5.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -95.2% | 69,139 | $5.6M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +4.8% | 68,880 | $5.5M |
| Braun-Bostich & Associates Inc. | 4.06% | Reduce -2.6% | 68,294 | $5.5M |
| Golden State Wealth Management, LLC | 0.81% | Add +31.4% | 67,568 | $5.4M |
| Foguth Wealth Management, LLC. | 1.30% | Reduce -37.1% | 66,437 | $5.3M |
| Motive Wealth Advisors | 2.84% | Reduce -3.9% | 66,064 | $5.3M |
| Meridian Wealth Management, LLC | 0.26% | Add +0.8% | 65,634 | $5.3M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -1.9% | 65,319 | $5.2M |
| Lido Advisors, LLC | 0.03% | Add +15.8% | 64,153 | $5.2M |
| Signal Advisors Wealth, LLC | 0.50% | Reduce -40.3% | 64,050 | $5.1M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.2% | 63,896 | $5.1M |
| Cooper Financial Group | 0.67% | Reduce -15.1% | 63,373 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -17.1% | 62,085 | $5.0M |
| LexAurum Advisors, LLC | 0.94% | Reduce -0.4% | 60,722 | $4.9M |
| Prairieview Wealth Partners, LLC | 5.95% | Reduce -13.3% | 60,611 | $4.9M |
| AQR Capital Management | 0.01% | Add +91.0% | 60,022 | $4.8M |
| Capital Advisory Group Advisory Services, LLC | 1.82% | Reduce -19.2% | 59,241 | $4.8M |
| GoalVest Advisory LLC | 1.31% | Reduce -5.1% | 59,119 | $4.8M |
| PSI Advisors, LLC | 1.54% | Reduce -7.5% | 58,966 | $4.7M |
| Echo Wealth Management, LLC | 3.19% | Add +7.3% | 58,724 | $4.7M |
| Darwin Wealth Management, LLC | 1.57% | No change | 53,289 | $4.7M |
| Moloney Securities Asset Management, LLC | 0.64% | Add +1.6% | 58,111 | $4.7M |
| Sharkey, Howes & Javer | 0.67% | Reduce -6.1% | 57,968 | $4.7M |
| Asset Management Group, Inc. | 0.86% | Reduce -0.9% | 57,854 | $4.6M |
| Hill Island Financial LLC | 1.36% | Reduce -3.3% | 57,665 | $4.6M |
| Farther Finance Advisors, LLC | 0.12% | Add +677.3% | 56,491 | $4.6M |
| Comerica Bank | 0.02% | Reduce -37.2% | 56,634 | $4.6M |
| Smartleaf Asset Management LLC | 0.44% | Add +23.3% | 56,455 | $4.5M |
| World Investment Advisors | 0.12% | Add +15.8% | 56,035 | $4.5M |
| Hamilton Capital Partners, LLC | 2.77% | Add +10.2% | 54,422 | $4.4M |
| Dynamic Wealth Strategies, LLC | 3.62% | Reduce -0.1% | 54,164 | $4.4M |
| Canandaigua National Trust Co of Florida | 3.78% | Add +26.7% | 53,374 | $4.3M |
| WealthTrak Capital Management LLC | 3.68% | Add +14.5% | 53,164 | $4.3M |
| Rollins Financial Advisors, LLC | 0.73% | Reduce -3.4% | 52,049 | $4.2M |
| MidAtlantic Capital Management, Inc. | 3.26% | No change | 51,613 | $4.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.56% | Add +30.0% | 51,577 | $4.1M |
| PAX Financial Group, LLC | 0.73% | Reduce -20.3% | 51,520 | $4.1M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -76.0% | 51,467 | $4.1M |
| Dogwood Wealth Management LLC | 2.16% | Add +3.6% | 51,223 | $4.1M |
| Financial Enhancement Group LLC | 0.64% | New | 53,330 | $4.1M |
| USAdvisors Wealth Management, LLC | 1.41% | Reduce -5.6% | 50,416 | $4.1M |
| HSBC Holdings PLC | 0.00% | Reduce -11.1% | 50,033 | $4.0M |
| Bawa N Mallick Trust | 1.90% | No change | 50,000 | $4.0M |
| Wambolt & Associates, LLC | 1.36% | Reduce -2.6% | 49,202 | $4.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.66% | Reduce -5.9% | 48,816 | $3.9M |
| GPS Wealth Strategies Group, LLC | 0.53% | Reduce -0.4% | 48,632 | $3.9M |
| WealthPlan Investment Management, LLC | 0.38% | Add +1.7% | 48,555 | $3.9M |
| Dagco, Inc. | 1.26% | Add +135.3% | 48,416 | $3.9M |
| Koshinski Asset Management, Inc. | 0.33% | Add +7.7% | 48,360 | $3.9M |
| Red Crane Wealth Management, LLC | 3.69% | Add +0.1% | 47,905 | $3.9M |
| JDM Financial Group LLC | 1.95% | Reduce -1.0% | 47,734 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 2.19% | Add +9.4% | 47,349 | $3.8M |
| Faithward Advisors, LLC | 0.66% | Add +12.6% | 47,169 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.7% | 46,872 | $3.8M |
| Burney Co./ | 0.14% | Reduce -1.5% | 46,729 | $3.8M |
| Citadel Advisors | 0.00% | Add +10795.5% | 46,415 | $3.7M |
| N.E.W. Advisory Services LLC | 0.28% | Add +32.8% | 46,307 | $3.7M |
| YHB Investment Advisors, Inc. | 0.31% | Add +7.2% | 45,670 | $3.7M |
| Burke & Herbert Bank & Trust Co. | 0.86% | Add +3.4% | 44,589 | $3.6M |
| Quadrant Capital Group LLC | 0.13% | No change | 44,539 | $3.6M |
| McNaughton Wealth Management, LLC | 1.73% | Reduce -71.9% | 44,391 | $3.6M |
| Uptown Financial Advisors LLC | 3.68% | Add +1.2% | 44,368 | $3.6M |
| Cannon Wealth Management Services, LLC | 3.17% | Add +8.9% | 42,436 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 44,127 | $3.5M |
| Modera Wealth Management, LLC | 0.05% | Reduce -1.4% | 44,095 | $3.5M |
| Luken Investment Analytics, LLC | 1.66% | Reduce -1.2% | 44,048 | $3.5M |
| IFP Advisors, Inc | 0.11% | Reduce -9.9% | 43,157 | $3.5M |
| RDA Financial Network | 1.03% | Reduce -1.0% | 42,887 | $3.4M |
| Foundations Investment Advisors, LLC | 0.06% | Add +38.7% | 42,730 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +312.8% | 42,496 | $3.4M |
| Colton Groome Financial Advisors, LLC | 1.32% | Reduce -22.3% | 41,346 | $3.4M |
| Crux Wealth Advisors | 1.74% | New | 41,704 | $3.4M |
| Boulder Wealth Advisors, LLC | 1.94% | Add +3.0% | 41,549 | $3.3M |
| AGH Wealth Advisors, LLC | 3.22% | Add +3.7% | 41,515 | $3.3M |
| Strategic Blueprint, LLC | 0.18% | Reduce -0.8% | 41,396 | $3.3M |
| Money Concepts Capital Corp. | 0.25% | Add +12.4% | 41,154 | $3.3M |
| Opal Wealth Advisors, LLC | 1.01% | Add +7.5% | 40,734 | $3.3M |
| Private Wealth Group, LLC | 1.91% | Reduce -6.9% | 40,465 | $3.3M |
| Atticus Wealth Management, LLC | 1.06% | Reduce -4.0% | 40,370 | $3.2M |
| Towerpoint Wealth, LLC | 1.60% | Reduce -1.6% | 40,110 | $3.2M |
| FCG Investment Co | 1.99% | Add +10.5% | 39,390 | $3.2M |
| Glen Eagle Advisors, LLC | 0.52% | Add +22.5% | 39,044 | $3.1M |
| Sightline Wealth Advisors, LLC | 1.63% | Reduce -17.5% | 38,393 | $3.1M |
| Blair William & Co. | 0.01% | Add +10.9% | 38,370 | $3.1M |
| Wealth Advisors of Iowa, LLC | 1.32% | Reduce -28.6% | 38,187 | $3.1M |
| Retirement Income Solutions, Inc. | 0.64% | Reduce -18.1% | 38,183 | $3.1M |
| Potentia Wealth | 1.43% | Reduce -0.4% | 37,995 | $3.1M |
| Arlington Trust Co LLC | 0.64% | No change | 37,497 | $3.0M |
| Tudor Investment Corporation | 0.03% | New | 37,432 | $3.0M |
| Retirement Financial Solutions, LLC | 1.17% | New | 37,281 | $3.0M |
| Norden Group LLC | 0.34% | Add +4.5% | 37,149 | $3.0M |
| Continuum Advisory, LLC | 0.38% | Reduce -1.5% | 36,915 | $3.0M |
| Larson Financial Group LLC | 0.14% | Add +2.5% | 36,899 | $3.0M |
| MBM Wealth Consultants, LLC | 0.87% | Add +2.0% | 36,551 | $2.9M |
| Yukon Wealth Management, Inc. | 1.21% | — | 36,349 | $2.9M |
| Intrua Financial, LLC | 0.46% | Add +93.9% | 36,186 | $2.9M |
| Alliance Wealth Advisors, LLC | 0.76% | Add +3.4% | 36,109 | $2.9M |
| Inman Jager Wealth Management, LLC | 2.17% | Add +28.7% | 36,005 | $2.9M |
| RKL Wealth Management LLC | 0.27% | Add +22.2% | 35,943 | $2.9M |
| Nvest Financial, LLC | 1.54% | Reduce -2.3% | 35,882 | $2.9M |
| Savvy Advisors, Inc. | 0.29% | Add +6.4% | 35,816 | $2.9M |
| Investor's Fiduciary Advisor Network, LLC | 1.35% | Reduce -6.3% | 35,642 | $2.9M |
| Hoxton Planning & Management, LLC | 1.08% | New | 35,221 | $2.8M |
| Betterment LLC | 0.01% | Add +8.9% | 35,194 | $2.8M |
| WealthShield Partners, LLC | 0.36% | Add +1.5% | 34,692 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -68.4% | 33,998 | $2.7M |
| Hickory Asset Management, Inc. | 2.41% | Reduce -5.9% | 33,812 | $2.7M |
| Winthrop Advisory Group LLC | 0.32% | Reduce -1.7% | 33,370 | $2.7M |
| LBMC Investment Advisors, LLC | 0.21% | Add +0.1% | 33,187 | $2.7M |
| Inspire Advisors, LLC | 0.31% | Add +60.5% | 33,134 | $2.7M |
| Aspetuck Financial Management LLC | 2.28% | Reduce -0.7% | 32,976 | $2.7M |
| Wells Financial Advisors INC | 3.63% | Reduce -0.8% | 32,787 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +45.7% | 32,459 | $2.6M |
| Rainier Family Wealth Inc. | 3.06% | Add +0.3% | 32,321 | $2.6M |
| Marietta Wealth Management, LLC | 0.38% | Reduce -0.9% | 32,297 | $2.6M |
| CreativeOne Wealth, LLC | 0.08% | Add +5.6% | 32,295 | $2.6M |
| Tidal Investments LLC | 0.02% | Reduce -5.2% | 32,159 | $2.6M |
| Summit Investment Advisory Services, LLC | 1.26% | Reduce -4.7% | 32,068 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -36.6% | 31,962 | $2.6M |
| Partners in Financial Planning | 0.51% | Reduce -2.5% | 31,755 | $2.6M |
| New Century Financial Group, LLC | 2.95% | Reduce -46.9% | 31,702 | $2.5M |
| Valeo Financial Advisors, LLC | 0.07% | Reduce -0.2% | 31,690 | $2.5M |
| Baker Tilly Wealth Management, LLC | 0.97% | Add +9.6% | 30,666 | $2.5M |
| SkyOak Wealth, LLC | 0.54% | Reduce -8.4% | 30,633 | $2.5M |
| Compass Financial Services Inc | 1.29% | Add +12.7% | 30,578 | $2.5M |
| Stegent Equity Advisors, Inc. | 2.47% | Reduce -9.6% | 30,339 | $2.4M |
| Shum Financial Group, Inc. | 2.11% | Add +0.3% | 30,312 | $2.4M |
| BLKBRD Asset Management, LP | 2.94% | New | 30,110 | $2.4M |
| Lowery Thomas, LLC | 1.65% | Reduce -1.0% | 29,927 | $2.4M |
| Caprock Group, LLC | 0.07% | Reduce -0.1% | 29,687 | $2.4M |
| Citigroup Inc. | 0.00% | Add +132.0% | 29,641 | $2.4M |
| CWA Asset Management Group, LLC | 0.11% | Add +205.9% | 29,162 | $2.3M |
| Vance Wealth, LLC | 0.88% | Reduce -2.7% | 29,052 | $2.3M |
| Virtue Capital Management, LLC | 0.27% | Add +327.4% | 28,997 | $2.3M |
| Compass Capital Corp. /Ma/ | 1.22% | Reduce -15.3% | 31,497 | $2.3M |
| Milestone Asset Management Group, LLC | 2.09% | Add +12.9% | 28,737 | $2.3M |
| Coppell Advisory Solutions LLC | 0.32% | Reduce -11.1% | 28,114 | $2.3M |
| Global Strategic Investment Solutions, LLC | 0.27% | Add +0.1% | 28,669 | $2.3M |
| Byrne Financial Freedom, LLC | 1.31% | Add +0.1% | 28,651 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.98% | Add +2.6% | 28,208 | $2.3M |
| Iowa State Bank | 0.48% | Reduce -16.9% | 28,189 | $2.3M |
| Keudell/Morrison Wealth Management | 0.53% | Add +20.3% | 28,181 | $2.3M |
| POM Investment Strategies, LLC | 2.63% | New | 28,039 | $2.3M |
| Mascagni Wealth Management, Inc. | 2.22% | No change | 27,783 | $2.2M |
| Lionshead Wealth Management, LLC | 2.32% | Reduce -22.6% | 27,746 | $2.2M |
| Financial Futures Ltd Liability Co. | 1.26% | Reduce -9.5% | 27,710 | $2.2M |
| Integrity Wealth Solutions LLC | 1.20% | Add +6.0% | 27,579 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -12.9% | 27,471 | $2.2M |
| Wrenne Financial Planning LLC | 1.16% | Reduce -0.6% | 27,108 | $2.2M |
| Chicago Partners Investment Group LLC | 0.07% | Add +78.0% | 24,991 | $2.1M |
| Banco BTG Pactual S.A. | 0.52% | Reduce -26.5% | 25,970 | $2.1M |
| Gateway Wealth Partners, LLC | 0.47% | Add +10.1% | 25,814 | $2.1M |
| AIFG Consultants Ltd. | 3.35% | Reduce -7.6% | 25,319 | $2.0M |
| Wealth Advisors Northwest LLC | 1.29% | Reduce -4.7% | 25,275 | $2.0M |
| Wilkins Miller Wealth Management, LLC | 1.51% | New | 24,917 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -88.5% | 24,840 | $2.0M |
| Advance Capital Management, Inc. | 0.09% | Add +1.5% | 24,266 | $2.0M |
| WCG Wealth Advisors LLC | 0.15% | Reduce -3.6% | 24,198 | $1.9M |
| Rede Wealth, LLC | 0.69% | Add +0.3% | 24,191 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +308.2% | 23,984 | $1.9M |
| Brookwood Investment Group LLC | 0.33% | — | 23,873 | $1.9M |
| Buck Wealth Strategies, LLC | 0.35% | New | 23,824 | $1.9M |
| World Equity Group, Inc. | 0.54% | Add +199.2% | 23,656 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 23,449 | $1.9M |
| McDonald Partners LLC | 0.49% | Reduce -0.1% | 23,295 | $1.9M |
| Inspire Trust Co, N.A. | 0.44% | Reduce -17.0% | 23,100 | $1.9M |
| Gentry Private Wealth, LLC | 1.50% | New | 22,764 | $1.8M |
| Synovus Financial Corp. | 0.02% | Reduce -15.6% | 22,700 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Add +0.2% | 22,588 | $1.8M |
| Curran Financial Partners, LLC | 0.44% | Add +4.2% | 22,539 | $1.8M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -23.6% | 22,509 | $1.8M |
| Stone Summit Wealth LLC | 0.61% | Add +5.4% | 22,467 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.98% | Reduce -58.7% | 22,431 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +16.4% | 22,404 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.45% | Reduce -11.0% | 22,024 | $1.8M |
| Pinion Investment Advisors, LLC | 0.39% | Add +88.8% | 21,994 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +51.9% | 21,954 | $1.8M |
| Safeguard Financial, LLC | 0.38% | Reduce -1.3% | 21,764 | $1.7M |
| Bank of Montreal | 0.00% | Add +15.8% | 21,699 | $1.7M |
| Visionary Wealth Advisors | 0.10% | Add +48.8% | 21,697 | $1.7M |
| Mgo One Seven LLC | 0.07% | Reduce -55.2% | 21,424 | $1.7M |
| Mitchell Sinkler & Starr | 0.48% | Add +9.9% | 21,265 | $1.7M |
| Stevens Capital Partners | 0.78% | Add +123.7% | 20,700 | $1.7M |
| Kuhn & Co Investment Counsel | 1.40% | Add +8.5% | 20,695 | $1.7M |
| Meridian Financial Advisors, LLC | 1.14% | Add +2.4% | 20,266 | $1.6M |
| Belpointe Asset Management LLC | 0.08% | Reduce -0.9% | 20,262 | $1.6M |
| BLB&B Advisors, LLC | 0.08% | Add +5.2% | 20,231 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | No change | 20,025 | $1.6M |
| Vantage Point Financial LLC | 0.80% | Reduce -5.3% | 19,856 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.77% | Add +25.1% | 19,807 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.3% | 19,274 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -19.4% | 19,209 | $1.5M |
| L.M. Kohn & Company | 0.40% | Add +4.7% | 19,096 | $1.5M |
| Jericho Financial, LLP | 1.11% | Reduce -1.7% | 19,049 | $1.5M |
| HBW Advisory Services LLC | 0.22% | Add +1.0% | 18,986 | $1.5M |
| Rialto Wealth Management, LLC | 0.48% | Reduce -0.3% | 18,957 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.23% | No change | 18,914 | $1.5M |
| Ring Mountain Capital, LLC | 1.14% | Reduce -1.8% | 18,909 | $1.5M |
| Simplicity Wealth,LLC | 0.12% | Reduce -14.9% | 18,832 | $1.5M |
| Bridgewealth Advisory Group, LLC | 1.99% | Reduce -82.0% | 18,797 | $1.5M |
| Tradition Wealth Management, LLC | 0.13% | Add +4.1% | 18,787 | $1.5M |
| Independent Advisor Alliance | 0.05% | Reduce -98.8% | 18,779 | $1.5M |
| &partners | 0.02% | Add +381.1% | 18,812 | $1.5M |
| KPP Advisory Services LLC | 0.29% | Reduce -31.4% | 18,675 | $1.5M |
| Summit Investment Advisors, Inc. | 1.32% | Reduce -0.2% | 17,775 | $1.5M |
| MKT Advisors LLC | 0.69% | Add +24.8% | 20,222 | $1.5M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -12.3% | 18,217 | $1.5M |
| Three Bridge Wealth Advisors, LLC | 0.51% | No change | 18,200 | $1.5M |
| Optivise Advisory Services LLC | 0.82% | Reduce -11.7% | 18,177 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 18,167 | $1.5M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -22.9% | 18,149 | $1.5M |
| OneAscent Financial Services LLC | 0.09% | Add +14.4% | 17,972 | $1.5M |
| McAdam, LLC | 0.09% | Reduce -17.4% | 18,027 | $1.4M |
| AMJ Financial Wealth Management | 0.43% | Reduce -0.2% | 17,864 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +0.3% | 17,773 | $1.4M |
| Ignite Planners, LLC | 0.28% | Add +5.7% | 17,194 | $1.4M |
| White Pine Capital LLC | 0.49% | Add +2.5% | 17,694 | $1.4M |
| GWN Securities Inc. | 0.08% | New | 17,543 | $1.4M |
| Latitude Advisors, LLC | 0.80% | Add +20.0% | 17,130 | $1.4M |
| Regal Investment Advisors LLC | 0.11% | Reduce -14.0% | 17,098 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | No change | 17,024 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -2.5% | 16,917 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -38.4% | 16,843 | $1.4M |
| Tyler-Stone Wealth Management | 0.24% | Reduce -2.4% | 16,733 | $1.3M |
| Private Client Services, LLC | 0.66% | Add +35.1% | 16,696 | $1.3M |
| Camden National Bank | 0.20% | Add +29.1% | 16,640 | $1.3M |
| Grant Private Wealth Management Inc | 1.44% | Reduce -5.8% | 16,580 | $1.3M |
| 49 Wealth Management, LLC | 0.16% | Add +8.5% | 16,474 | $1.3M |
| Rik Saylor Financial, Inc. | 1.15% | Add +2.1% | 16,199 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.59% | Reduce -6.2% | 16,199 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.56% | Reduce -3.1% | 16,222 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -1.8% | 16,112 | $1.3M |
| Mather Group, Llc. | 0.01% | Reduce -5.5% | 16,063 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -7.1% | 16,019 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +80.9% | 15,777 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +15.1% | 15,670 | $1.3M |
| Saxony Capital Management, LLC | 1.10% | Reduce -59.0% | 15,560 | $1.3M |
| Capital Management Associates, Inc | 0.28% | Add +185.2% | 15,514 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -5.4% | 15,284 | $1.2M |
| Fidelity D & D Bancorp Inc. | 0.81% | No change | 15,263 | $1.2M |
| Better Money Decisions, LLC | 0.82% | Add +6.2% | 15,213 | $1.2M |
| Loomis Sayles & Co. L P | 0.00% | New | 15,143 | $1.2M |
| Gryphon Financial Partners LLC | 0.18% | Add +0.2% | 15,047 | $1.2M |
| First Financial Corp. | 0.58% | No change | 15,032 | $1.2M |
| Commerce Bank | 0.01% | No change | 14,943 | $1.2M |
| Interchange Capital Partners, LLC | 0.34% | Reduce -2.6% | 14,936 | $1.2M |
| PFG Advisors | 0.07% | Add +6.0% | 14,789 | $1.2M |
| FreeGulliver LLC | 0.60% | Reduce -10.4% | 14,787 | $1.2M |
| Barnes Wealth Management Group, Inc | 0.76% | Reduce -2.4% | 14,670 | $1.2M |
| KM Capital Management Ltd. | 0.63% | Reduce -3.0% | 14,632 | $1.2M |
| Wallace Advisory Group, LLC | 0.80% | Add +46.9% | 13,193 | $1.2M |
| CW Advisors, LLC | 0.01% | New | 14,092 | $1.2M |
| Altfest L J & Co. Inc. | 0.14% | Add +2.2% | 14,339 | $1.2M |
| LWM Advisory Services, LLC | 0.80% | Reduce -7.8% | 14,323 | $1.2M |
| Angeles Wealth Management, LLC | 0.10% | No change | 14,292 | $1.1M |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -16.4% | 14,181 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.40% | Add +38.9% | 14,068 | $1.1M |
| HUB Investment Partners, LLC | 0.05% | Add +62.8% | 14,023 | $1.1M |
| PCG Wealth Advisors, LLC | 0.39% | Add +25.9% | 13,987 | $1.1M |
| Ethos Financial Group, LLC | 0.11% | Add +0.6% | 12,791 | $1.1M |
| John W. Brooker & Co., CPAs | 0.46% | Add +0.9% | 13,981 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.18% | New | 13,850 | $1.1M |
| Arcadia Wealth Management, LLC | 0.55% | Add +18.0% | 13,803 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -71.0% | 13,725 | $1.1M |
| Jackson, Grant Investment Advisers, Inc. | 0.43% | Add +1.4% | 13,697 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.43% | Reduce -5.2% | 13,657 | $1.1M |
| WNY Asset Management, LLC | 0.13% | Reduce -40.5% | 13,595 | $1.1M |
| Magnolia Capital Advisors LLC | 0.30% | Add +71.0% | 13,562 | $1.1M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -5.1% | 13,540 | $1.1M |
| Fiduciary Alliance LLC | 0.11% | Add +28.6% | 13,533 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 13,482 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +2.1% | 13,460 | $1.1M |
| Tilson Financial Group, Inc. | 0.43% | Reduce -13.7% | 13,450 | $1.1M |
| Legacy Edge Advisors, LLC | 0.17% | Add +21.9% | 13,396 | $1.1M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -15.3% | 13,347 | $1.1M |
| MY Wealth Management Inc. | 1.04% | No change | 13,340 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -86.0% | 13,286 | $1.1M |
| Tempus Wealth Planning, LLC | 0.32% | Add +0.9% | 13,218 | $1.1M |
| Signaturefd, LLC | 0.02% | Add +14.8% | 13,168 | $1.1M |
| Matauro, LLC | 0.21% | Add +12.4% | 13,164 | $1.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.08% | Reduce -5.9% | 13,152 | $1.1M |
| Centerpoint Advisors, LLC | 0.39% | Reduce -11.5% | 13,071 | $1.1M |
| Altman Advisors, Inc. | 0.48% | Add +74.8% | 73,182 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.25% | New | 12,799 | $1.0M |
| Claris Financial LLC | 0.68% | No change | 11,686 | $1.0M |
| River Street Advisors LLC | 0.51% | Add +1.4% | 12,780 | $1.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +9.7% | 12,610 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -79.8% | 12,506 | $1.0M |
| First Horizon Advisors, Inc. | 0.03% | Reduce -0.6% | 12,497 | $1.0M |
| Advus Financial Partners, LLC | 0.28% | Reduce -0.1% | 12,473 | $1.0M |
| Sandy Spring Bank | 0.04% | Add +0.8% | 12,455 | $1.0M |
| Bay Capital Advisors, LLC | 0.82% | Reduce -3.1% | 12,317 | $990K |
| Callan Capital, LLC | 0.07% | New | 12,277 | $987K |
| Sunesis Advisors, LLC | 0.53% | No change | 12,221 | $982K |
| Twelve Points Wealth Management LLC | 0.27% | Reduce -1.3% | 12,209 | $981K |
| Sunbelt Securities, Inc. | 0.09% | Add +10.9% | 12,200 | $981K |
| Waldron Private Wealth LLC | 0.05% | No change | 12,145 | $976K |
| Quantinno Capital Management LP | 0.01% | Add +12.9% | 12,135 | $975K |
| Ayalon Insurance Comp Ltd. | 0.31% | No change | 12,122 | $974K |
| Caldwell Trust Co | 0.10% | Reduce -0.6% | 11,965 | $962K |
| Fingerlakes Wealth Management, Inc. | 0.82% | Reduce -1.5% | 11,935 | $959K |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +14.2% | 11,849 | $952K |
| Bill Few Associates, Inc. | 0.34% | Reduce -1.9% | 11,690 | $940K |
| Certified Advisory Corp | 0.11% | Reduce -2.2% | 11,682 | $939K |
| Drive Wealth Management, LLC | 0.22% | Reduce -5.8% | 11,598 | $932K |
| Consolidated Portfolio Review Corp | 0.15% | Add +4.0% | 11,449 | $920K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -91.2% | 11,422 | $918K |
| Innovative Wealth Building LLC | 0.83% | Reduce -3.4% | 11,263 | $905K |
| GGM Financial LLC | 0.62% | Reduce -13.6% | 11,257 | $905K |
| Fiduciary Trust Co | 0.01% | Add +109.2% | 11,209 | $901K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -0.6% | 11,199 | $900K |
| TFB Advisors LLC | 0.26% | Reduce -5.7% | 11,187 | $899K |
| Mission Wealth Management, LP | 0.02% | Reduce -52.0% | 11,137 | $895K |
| Sovran Advisors, LLC | 0.11% | Add +1.4% | 11,384 | $872K |
| PMG Wealth Management, Inc. | 0.93% | Reduce -71.2% | 10,846 | $872K |
| Lantz Financial LLC | 0.24% | Add +0.0% | 10,746 | $864K |
| DGS Capital Management, LLC | 0.23% | No change | 10,709 | $861K |
| Cornerstone Wealth Group, LLC | 0.07% | Add +310.3% | 10,593 | $851K |
| Prosperity Planning, Inc. | 0.38% | Reduce -3.1% | 10,544 | $847K |
| SevenBridge Financial Group, LLC | 0.17% | New | 9,670 | $844K |
| SFG Wealth Management, LLC. | 0.41% | Reduce -0.5% | 10,427 | $838K |
| AdvisorNet Financial, Inc | 0.06% | Add +3.9% | 10,247 | $824K |
| Retirement Planning Group, LLC | 0.04% | Add +8.4% | 10,194 | $819K |
| Orin Green Financial, LLC | 0.38% | New | 10,961 | $816K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -1.6% | 10,410 | $815K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -99.7% | 9,974 | $802K |
| FFT Wealth Management LLC | 0.17% | Add +6.3% | 9,967 | $801K |
| WJ Wealth Management, LLC | 0.28% | Reduce -10.7% | 9,956 | $800K |
| Beacon Bank & Trust | 0.19% | Reduce -7.2% | 9,789 | $787K |
| FC Advisory LLC | 0.26% | Add +0.1% | 9,738 | $783K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +5.2% | 9,721 | $781K |
| Plante Moran Financial Advisors, LLC | 0.07% | Reduce -1.9% | 9,695 | $779K |
| Mach-1 Financial Group, LLC | 0.23% | New | 9,648 | $775K |
| Essex Financial Services, Inc. | 0.05% | Add +1.2% | 9,440 | $759K |
| Sigma Planning Corp | 0.02% | Reduce -33.0% | 9,378 | $754K |
| OmniStar Financial Group, Inc. | 0.59% | Reduce -2.4% | 9,261 | $748K |
| Willner & Heller, LLC | 0.68% | Add +0.1% | 9,211 | $740K |
| Sheaff Brock Investment Advisors, LLC | 0.07% | Add +4.8% | 9,179 | $738K |
| Schechter Investment Advisors, LLC | 0.06% | Reduce -25.2% | 9,054 | $728K |
| Dahring | Cusmano LLC | 0.62% | Reduce -7.8% | 9,015 | $725K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -73.5% | 8,878 | $714K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -52.1% | 8,850 | $711K |
| Prospera Financial Services Inc | 0.02% | Reduce -97.2% | 8,818 | $709K |
| Venturi Wealth Management, LLC | 0.04% | Add +23.7% | 8,816 | $709K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +169.6% | 8,817 | $708K |
| Advisor OS, LLC | 0.08% | Reduce -82.2% | 8,806 | $708K |
| Procyon Advisors, LLC | 0.04% | Add +6.9% | 8,781 | $706K |
| Laurel Wealth Advisors LLC | 0.11% | Add +3.1% | 8,745 | $703K |
| Diversified Enterprises, LLC | 0.06% | Add +3.4% | 8,582 | $690K |
| 626 Financial, LLC | 0.35% | No change | 8,542 | $687K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +41.4% | 8,477 | $681K |
| Crescent Sterling, Ltd. | 0.69% | No change | 8,354 | $671K |
| Wallington Asset Management, LLC | 0.10% | Reduce -5.7% | 8,330 | $669K |
| Schrum Private Wealth Management LLC | 0.58% | Add +2.5% | 8,265 | $664K |
| Leigh Baldwin & Co., LLC | 0.53% | New | 8,257 | $664K |
| Arkadios Wealth Advisors | 0.03% | Add +141.7% | 8,252 | $663K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -18.3% | 8,217 | $660K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,139 | $654K |
| Smith Anglin Financial, LLC | 0.07% | Add +12.2% | 8,120 | $653K |
| Iron Horse Wealth Management, LLC | 0.21% | Reduce -5.1% | 8,085 | $650K |
| First National Bank of Omaha | 0.04% | No change | 8,067 | $648K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -86.4% | 7,819 | $628K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.5% | 7,727 | $621K |
| Ellevest, Inc. | 0.04% | Add +7.2% | 7,722 | $621K |
| Brio Consultants, LLC | 0.10% | Reduce -5.1% | 7,686 | $618K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -69.3% | 7,674 | $617K |
| 4WEALTH Advisors, Inc. | 0.68% | Reduce -6.6% | 7,657 | $615K |
| One Charles Private Wealth Services, LLC | 0.20% | Reduce -6.5% | 7,646 | $615K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +34.4% | 7,622 | $613K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.6% | 7,604 | $611K |
| Aprio Wealth Management, LLC | 0.08% | Add +2.6% | 7,501 | $603K |
| TFR Capital, LLC. | 0.25% | Add +6.9% | 7,452 | $599K |
| Flagship Private Wealth, LLC | 0.28% | Add +9.4% | 7,415 | $596K |
| Calton & Associates, Inc. | 0.14% | Add +5.9% | 7,398 | $595K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,277 | $585K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 7,258 | $583K |
| SBI Securities Co., Ltd. | 0.02% | Add +38.5% | 9,013 | $581K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.3% | 7,169 | $576K |
| Cable Hill Partners, LLC | 0.06% | No change | 6,975 | $572K |
| Permanens Capital L.P. | 0.10% | Reduce -2.1% | 7,114 | $572K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.4% | 7,048 | $566K |
| Goodman Advisory Group, LLC | 0.17% | New | 7,032 | $565K |
| NBW Capital LLC | 0.12% | Reduce -0.0% | 6,995 | $562K |
| Redwood Financial Network Corp | 0.43% | Reduce -2.7% | 6,991 | $562K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,948 | $558K |
| Hiley Hunt Wealth Management | 0.30% | Reduce -0.9% | 6,860 | $555K |
| Focus Financial Network, Inc. | 0.02% | Add +0.9% | 6,848 | $550K |
| Stephens Inc. | 0.01% | Reduce -66.3% | 6,840 | $550K |
| McClarren Financial Advisors, Inc. | 0.36% | Reduce -26.6% | 5,039 | $543K |
| Solutions 4 Wealth, Ltd | 0.95% | Reduce -3.3% | 6,684 | $537K |
| Compound Planning, Inc. | 0.02% | Reduce -65.3% | 6,679 | $537K |
| Sei Investments Co. | 0.00% | Reduce -6.1% | 6,671 | $536K |
| Insigneo Advisory Services, LLC | 0.05% | Add +12.7% | 6,539 | $526K |
| PKS Advisory Services, LLC | 0.14% | Reduce -23.8% | 6,535 | $525K |
| Vawter Financial, Ltd. | 0.29% | Add +12.0% | 6,529 | $525K |
| Concorde Asset Management, LLC | 0.28% | Add +58.5% | 6,502 | $520K |
| Warren Street Wealth Advisors, LLC | 0.20% | Reduce -0.1% | 6,464 | $520K |
| Somerset Trust Co | 0.18% | Add +5.5% | 6,434 | $517K |
| Pandora Wealth, Inc. | 0.34% | — | 6,430 | $517K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.0% | 6,418 | $516K |
| Community Bank, N.A. | 0.07% | Reduce -1.9% | 6,312 | $507K |
| Fox Financial, Inc | 0.48% | Add +1.7% | 6,307 | $507K |
| Northwest Financial Advisors | 0.42% | New | 6,268 | $504K |
| Centurion Wealth Management LLC | 0.16% | No change | 5,719 | $503K |
| Founders Financial Alliance, LLC | 0.12% | Add +0.8% | 6,246 | $502K |
| Linscomb Wealth, Inc. | 0.02% | No change | 6,143 | $494K |
| Delta Financial Group, Inc. | 0.11% | No change | 5,833 | $491K |
| Jaffetilchin Investment Partners, LLC | 0.04% | New | 6,070 | $488K |
| Worth Financial Advisory Group, LLC | 0.31% | Reduce -0.6% | 6,010 | $483K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -11.0% | 5,996 | $482K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -3.2% | 5,988 | $481K |
| Jefferies Financial Group Inc. | 0.01% | Add +4.5% | 5,949 | $478K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +1.6% | 5,930 | $477K |
| Copley Financial Group, Inc. | 0.36% | Add +7.7% | 5,880 | $473K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -9.8% | 5,833 | $469K |
| Tandem Capital Management Corp. | 0.26% | No change | 5,795 | $466K |
| Swmg, LLC | 0.18% | Add +9.3% | 5,674 | $463K |
| Wealthgarden F.S. LLC | 0.44% | Reduce -5.2% | 5,741 | $461K |
| Northeast Planning Associates, Inc. / NH / | 0.38% | Reduce -52.9% | 5,731 | $461K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.2% | 5,720 | $460K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.0% | 5,670 | $456K |
| Trexquant Investment LP | 0.01% | Add +41.1% | 5,653 | $454K |
| IMA Advisory Services, Inc. | 0.05% | No change | 5,585 | $449K |
| Creative Financial Designs Inc. | 0.04% | Reduce -3.3% | 5,558 | $447K |
| QRG Capital Management, Inc. | 0.00% | Add +57.0% | 5,514 | $443K |
| Bremer Bank National Association | 0.08% | Add +1.2% | 5,508 | $443K |
| Fisher Asset Management | 0.00% | Reduce -71.4% | 5,492 | $441K |
| ProVise Management Group, LLC | 0.04% | Add +2.5% | 5,464 | $439K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -5.0% | 5,435 | $437K |
| Aviso Wealth Management | 0.23% | Reduce -1.9% | 5,427 | $436K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -8.5% | 5,375 | $432K |
| McDonough Capital Management, Inc | 0.28% | Add +0.7% | 5,368 | $431K |
| Jessup Wealth Management, Inc | 0.18% | New | 5,348 | $430K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +134.5% | 5,347 | $430K |
| BlackRock, Inc. | 0.00% | Reduce -4.0% | 5,334 | $429K |
| Everstar Asset Management, LLC | 0.28% | Reduce -7.9% | 5,315 | $427K |
| Greenleaf Trust | 0.00% | No change | 5,287 | $425K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -9.3% | 5,283 | $425K |
| Prostatis Group LLC | 0.13% | Reduce -14.0% | 5,264 | $423K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -1.8% | 5,245 | $422K |
| Fusion Capital, LLC | 0.16% | Add +0.1% | 5,227 | $420K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -11.7% | 5,415 | $418K |
| JT Stratford LLC | 0.07% | Add +1.4% | 5,159 | $415K |
| Rockline Wealth Management, LLC | 0.12% | Add +3.3% | 5,146 | $414K |
| Integrated Advisors Network LLC | 0.02% | Reduce -10.5% | 5,109 | $411K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.6% | 5,105 | $410K |
| Kropog Financial Group, LLC | 0.39% | Add +0.1% | 5,077 | $408K |
| Lanark Financial, Inc. | 0.03% | — | 5,058 | $406K |
| Balentine LLC | 0.02% | Reduce -10.4% | 5,042 | $405K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.8% | 4,953 | $398K |
| ORG Partners LLC | 0.10% | Add +65.1% | 4,899 | $397K |
| Fidelis Capital Partners, LLC | 0.04% | Add +14.0% | 4,862 | $396K |
| Ballentine Partners, LLC | 0.01% | No change | 4,915 | $395K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -29.5% | 4,912 | $395K |
| Paladin Advisory Group, LLC | 0.32% | Add +17.7% | 4,907 | $394K |
| Global Financial Private Client, LLC | 0.15% | Add +0.8% | 4,888 | $393K |
| Guerra Advisors Inc | 0.22% | Add +40.4% | 4,885 | $393K |
| Arrow Financial Corp | 0.04% | No change | 4,842 | $389K |
| Tucker Asset Management LLC | 0.13% | Reduce -0.4% | 4,808 | $386K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $386K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $385K |
| Flputnam Investment Management Co. | 0.01% | Add +1.4% | 4,788 | $385K |
| Financial Management Network Inc. | 0.09% | Reduce -2.6% | 5,276 | $384K |
| Ballast, Inc. | 0.11% | Reduce -1.8% | 4,773 | $384K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -2.0% | 4,762 | $383K |
| Csenge Advisory Group | 0.02% | Reduce -77.9% | 4,933 | $378K |
| Valtinson Bruner Financial Planning LLC | 0.13% | Reduce -4.6% | 4,682 | $376K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 4,657 | $374K |
| Post Resch Tallon Group Inc. | 0.38% | Add +50.1% | 4,583 | $367K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -1.4% | 4,568 | $367K |
| Americana Partners, LLC | 0.01% | No change | 4,505 | $362K |
| Sowell Financial Services LLC | 0.02% | Reduce -56.7% | 4,499 | $362K |
| Wedmont Private Capital | 0.02% | Reduce -10.7% | 4,598 | $360K |
| Accel Wealth Management | 0.13% | Reduce -11.8% | 4,431 | $356K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.3% | 4,431 | $356K |
| TCP Asset Management, LLC | 0.08% | Add +5.7% | 4,424 | $356K |
| Dohj, LLC | 0.08% | Add +16.6% | 4,423 | $355K |
| Stratos Investment Management, LLC | 0.02% | New | 4,406 | $354K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,330 | $348K |
| Regions Financial Corp. | 0.00% | Add +0.8% | 4,321 | $347K |
| Abbot Financial Management, Inc. | 0.18% | No change | 4,250 | $342K |
| Ironwood Financial, llc | 0.07% | Add +3.7% | 4,250 | $342K |
| Two Sigma Securities, LLC | 0.05% | Reduce -26.9% | 4,249 | $341K |
| Bogart Wealth, LLC | 0.02% | Add +8.3% | 4,187 | $337K |
| Realta Investment Advisors | 0.15% | Add +14.7% | 4,185 | $336K |
| Apeiron RIA LLC | 0.10% | Add +0.1% | 4,146 | $333K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -28.3% | 4,124 | $331K |
| Vanguard Group Inc. | 0.00% | Reduce -2.6% | 4,109 | $330K |
| Chris Bulman Inc | 0.21% | No change | 4,109 | $330K |
| Acorn Wealth Advisors, LLC | 0.14% | No change | 4,094 | $329K |
| Triad Wealth Partners, LLC | 0.10% | New | 4,092 | $329K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.3% | 4,070 | $327K |
| Sonata Capital Group Inc. | 0.14% | Add +0.1% | 4,061 | $326K |
| Delta Capital Management LLC | 0.19% | No change | 4,000 | $321K |
| Stiles Financial Services Inc | 0.12% | Add +7.0% | 3,962 | $318K |
| Falcon Wealth Planning | 0.04% | No change | 3,950 | $317K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | No change | 3,946 | $317K |
| Antonelli Financial Advisors, LLC | 0.25% | Reduce -0.7% | 3,928 | $316K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.1% | 3,922 | $315K |
| RMR Wealth Builders | 0.03% | Reduce -13.9% | 3,902 | $314K |
| RBA Wealth Management, LLC | 0.12% | Add +5.7% | 3,862 | $310K |
| New Covenant Trust Company, N.A. | 0.33% | No change | 3,869 | $310K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 3,820 | $307K |
| Keebeck Wealth Management | 0.05% | No change | 3,809 | $306K |
| Fortis Group Advisors, LLC | 0.06% | New | 3,802 | $306K |
| LifeGoal Investments, LLC | 0.33% | No change | 3,794 | $305K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 3,750 | $301K |
| Hilltop Holdings Inc. | 0.02% | Reduce -28.5% | 3,748 | $301K |
| Amara Financial, Llc. | 0.27% | Add +0.0% | 3,696 | $297K |
| Proquility Private Wealth Partners, LLC | 0.09% | No change | 3,667 | $295K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,659 | $294K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +7.9% | 3,649 | $293K |
| Cornerstone Financial Group, LLC | 0.26% | Add +6.2% | 3,347 | $292K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.7% | 3,625 | $291K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.2% | 3,587 | $288K |
| Madden Advisory Services, Inc. | 0.13% | Reduce -2.4% | 3,538 | $284K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -8.5% | 3,513 | $282K |
| Topsail Wealth Management, LLC | 0.06% | Add +0.1% | 3,456 | $278K |
| Olistico Wealth, LLC | 0.17% | No change | 3,445 | $277K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.6% | 3,445 | $277K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +5.6% | 3,445 | $277K |
| Mayfair Advisory Group, LLC | 0.16% | Add +0.7% | 3,443 | $277K |
| Cozad Asset Management Inc. | 0.03% | Add +2.8% | 3,438 | $276K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.9% | 3,386 | $272K |
| Maple Capital Management, Inc. | 0.02% | New | 3,384 | $272K |
| Parkside Financial Bank & Trust | 0.03% | Add +7.4% | 3,384 | $272K |
| Snider Financial Group | 0.09% | Reduce -6.5% | 3,375 | $271K |
| Fiduciary Group, LLC | 0.03% | Reduce -19.8% | 3,371 | $271K |
| Moors & Cabot, Inc. | 0.01% | Add +6.8% | 3,370 | $271K |
| Coordinated Financial Services, Inc. | 0.21% | — | 3,354 | $270K |
| Financial Insights, Inc. | 0.11% | Reduce -34.9% | 3,331 | $268K |
| EWG Elevate Inc. | 0.10% | Reduce -35.2% | 3,308 | $266K |
| STAR Financial Bank | 0.19% | No change | 3,303 | $265K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -12.6% | 3,240 | $260K |
| ETF Store, Inc. | 0.32% | Reduce -3.2% | 3,235 | $260K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,224 | $259K |
| Smith, Moore & Co. | 0.02% | Reduce -29.8% | 3,210 | $258K |
| Moseley Investment Management Inc. | 0.10% | Reduce -0.5% | 3,199 | $257K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 3,186 | $256K |
| Nwam LLC | 0.02% | Reduce -10.5% | 3,158 | $254K |
| Crowley Wealth Management, Inc. | 0.24% | No change | 3,156 | $254K |
| Eclectic Associates Inc. | 0.07% | Reduce -0.4% | 3,155 | $254K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -8.0% | 3,138 | $252K |
| First National Corp. /Ma/ | 0.06% | Add +0.2% | 3,119 | $251K |
| BlackDiamond Wealth Management, LLC | 0.17% | Reduce -88.1% | 2,970 | $250K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -32.5% | 3,087 | $248K |
| Solano Wealth Investment Advisors LLC | 0.15% | No change | 3,080 | $248K |
| Condor Capital Management | 0.02% | Reduce -0.7% | 3,065 | $246K |
| Able Wealth Management LLC | 0.15% | Reduce -3.5% | 3,062 | $246K |
| Reyes Financial Architecture, Inc. | 0.18% | No change | 3,058 | $246K |
| O'ROURKE & COMPANY, Inc | 0.12% | New | 3,052 | $245K |
| Channel Wealth LLC | 0.08% | Add +2.3% | 3,042 | $244K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 3,031 | $244K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -35.7% | 3,030 | $244K |
| Headlands Technologies LLC | 0.03% | Reduce -50.8% | 3,018 | $243K |
| Sherman Asset Management, Inc. | 0.23% | Reduce -4.3% | 3,005 | $242K |
| Valued Retirements, Inc. | 0.32% | No change | 3,004 | $241K |
| Infinity Wealth Counsel, LLC | 0.26% | No change | 3,000 | $241K |
| DAVENPORT & Co LLC | 0.00% | Add +9.9% | 2,999 | $241K |
| Grantvest Financial Group LLC | 0.19% | New | 2,985 | $240K |
| Investment Partners, LTD. | 0.10% | No change | 2,980 | $240K |
| Beacon Capital Management, LLC | 0.03% | Add +167.3% | 2,978 | $239K |
| ABLE Financial Group, LLC | 0.07% | Reduce -94.5% | 2,971 | $239K |
| Ballast Advisors LLC | 0.08% | Reduce -12.5% | 2,966 | $238K |
| Crown Wealth Group, LLC | 0.12% | New | 2,955 | $237K |
| Castleview Partners, LLC | 0.16% | Reduce -65.0% | 2,919 | $235K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -30.9% | 2,912 | $234K |
| Laraway Financial Advisors Inc | 0.18% | Add +7.5% | 2,897 | $233K |
| Parallel Advisors, LLC | 0.01% | Add +24.6% | 2,887 | $232K |
| GK Wealth Management LLC | 0.29% | New | 2,869 | $231K |
| Choate Investment Advisors | 0.01% | No change | 2,861 | $230K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,861 | $230K |
| Gill Capital Partners, LLC | 0.08% | Add +2.7% | 2,852 | $229K |
| Balefire, LLC | 0.08% | New | 2,851 | $229K |
| Peak Asset Management, LLC | 0.04% | New | 2,833 | $228K |
| Summit X, LLC | 0.05% | Reduce -5.7% | 2,827 | $227K |
| Maltin Wealth Management, Inc. | 0.11% | Add +7.0% | 2,823 | $227K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $226K |
| Mustard Seed Financial, LLC | 0.18% | Add +4.8% | 2,788 | $224K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $223K |
| Associated Banc-Corp | 0.01% | New | 2,761 | $222K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $222K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -26.3% | 2,753 | $221K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +0.0% | 2,740 | $220K |
| Ascentis Wealth Management, LLC | 0.07% | Add +1928.4% | 2,718 | $220K |
| Rwa Wealth Partners, LLC | 0.00% | Add +2.5% | 2,732 | $220K |
| RS Crum Inc. | 0.06% | No change | 2,722 | $219K |
| Old Second National Bank of Aurora | 0.05% | Reduce -2.4% | 2,705 | $217K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 2,694 | $217K |
| MGB Wealth Management, LLC | 0.08% | Add +3.6% | 2,660 | $214K |
| Clark Asset Management, LLC | 0.04% | Add +0.0% | 2,654 | $213K |
| Red Door Wealth Management, LLC | 0.03% | Add +7.8% | 2,651 | $213K |
| von Borstel & Associates, Inc. | 0.06% | Reduce -2.6% | 2,655 | $213K |
| Plimoth Trust Co. LLC | 0.06% | No change | 2,647 | $213K |
| LRI Investments, LLC | 0.02% | New | 2,647 | $213K |
| Wedbush Securities Inc. | 0.01% | Add +0.7% | 2,641 | $212K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 2,632 | $212K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $210K |
| Evanson Asset Management, LLC | 0.01% | Reduce -5.4% | 2,604 | $209K |
| International Assets Investment Management, LLC | 0.02% | Reduce -61.3% | 2,560 | $206K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Reduce -0.0% | 2,547 | $205K |
| Lion Street Advisors, LLC | 0.06% | Reduce -72.4% | 2,523 | $203K |
| Mainsail Asset Management, LLC | 0.14% | No change | 2,516 | $202K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | No change | 2,500 | $201K |
| Terril Brothers, Inc. | 0.07% | Reduce -1.5% | 2,496 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.2% | 2,473 | $200K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 2,450 | $197K |
| Spectrum Wealth Counsel, LLC | 0.02% | No change | 2,289 | $184K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Reduce -80.7% | 2,253 | $181K |
| Blue Trust, Inc. | 0.00% | Add +459.2% | 2,192 | $176K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,170 | $174K |
| Avion Wealth | 0.04% | No change | 1,867 | $164K |
| Brooklyn Investment Group | 0.04% | New | 2,024 | $163K |
| Bessemer Group Inc. | 0.00% | No change | 1,969 | $158K |
| Eastern Bank | 0.00% | No change | 1,950 | $157K |
| Rothschild Investment LLC | 0.01% | Reduce -2.7% | 1,859 | $149K |
| Independence Bank of Kentucky | 0.02% | No change | 1,815 | $146K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,781 | $143K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,780 | $143K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $137K |
| HM Payson & Co. | 0.00% | No change | 1,688 | $136K |
| Bokf, NA | 0.00% | New | 1,655 | $133K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,600 | $129K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $126K |
| Colonial Trust Co / SC | 0.02% | Reduce -4.3% | 1,548 | $124K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $122K |
| Fairman Group, LLC | 0.10% | No change | 1,250 | $110K |
| Towne Trust Company, N.A | 0.04% | New | 1,345 | $108K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -0.5% | 1,332 | $107K |
| Clear Investment Research, LLC | 0.14% | Add +0.1% | 1,330 | $107K |
| Spirit of America Management Corp. | 0.02% | Reduce -1.6% | 1,315 | $106K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 1,299 | $104K |
| Copia Wealth Management | 0.09% | Reduce -1.9% | 1,259 | $101K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 1,244 | $100K |
| National Bank of Canada | 0.00% | No change | 1,244 | $100K |
| CENTRAL TRUST Co | 0.00% | No change | 1,227 | $99K |
| Sound Income Strategies, LLC | 0.01% | Add +62.6% | 1,226 | $99K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,198 | $96K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $95K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 1,163 | $93K |
| Provident Wealth Management, LLC | 0.03% | No change | 1,162 | $93K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 1,153 | $93K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,041 | $91K |
| Advyzon Investment Management, LLC | 0.03% | New | 1,103 | $89K |
| Arax Advisory Partners | 0.01% | Add +92.0% | 1,102 | $89K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -18.8% | 1,094 | $88K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -4.1% | 1,078 | $87K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -43.1% | 1,070 | $86K |
| Hantz Financial Services, Inc. | 0.00% | Add +18.8% | 1,043 | $84K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,033 | $83K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $80K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -13.3% | 958 | $77K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | New | 956 | $77K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +218.7% | 956 | $77K |
| Whittier Trust Co. | 0.00% | No change | 944 | $76K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 942 | $76K |
| Coston, McIsaac & Partners | 0.02% | No change | 935 | $75K |
| Truvestments Capital LLC | 0.02% | Add +0.7% | 863 | $69K |
| Costello Asset Management, INC | 0.03% | No change | 835 | $67K |
| Salem Investment Counselors Inc. | 0.00% | No change | 816 | $66K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $60K |
| Howe & Rusling Inc. | 0.01% | Reduce -73.8% | 735 | $59K |
| Stephens Consulting, LLC | 0.01% | No change | 720 | $58K |
| Ancora Advisors LLC | 0.00% | Reduce -4.2% | 709 | $57K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 704 | $57K |
| Gen-Wealth Partners Inc | 0.02% | No change | 700 | $56K |
| NFSG Corp | 0.01% | Add +0.1% | 677 | $54K |
| Luminist Capital LLC | 0.06% | No change | 663 | $54K |
| Steph & Co. | 0.02% | No change | 663 | $53K |
| Hughes Financial Services, LLC | 0.01% | New | 651 | $53K |
| Lindbrook Capital, LLC | 0.00% | No change | 651 | $52K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.1% | 648 | $52K |
| Creekmur Asset Management LLC | 0.01% | No change | 625 | $50K |
| Ameriflex Group, Inc. | 0.02% | Add +5.1% | 620 | $50K |
| City Holding Co. | 0.01% | No change | 610 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $48K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 589 | $47K |
| Northwest Capital Management Inc | 0.02% | Reduce -72.3% | 581 | $47K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.7% | 556 | $45K |
| Clearstead Advisors, LLC | 0.00% | No change | 487 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | New | 476 | $38K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $36K |
| Family Manage LLC | 0.01% | No change | 445 | $36K |
| Security National Bank | 0.01% | Add +91.0% | 443 | $36K |
| Pineridge Advisors LLC | 0.01% | Add +0.3% | 407 | $33K |
| Nalls Sherbakoff Group, LLC | 0.03% | — | 400 | $32K |
| Barrett & Company, Inc. | 0.01% | New | 395 | $32K |
| Integrity Financial Corp | 0.02% | Add +0.3% | 371 | $30K |
| Flaharty Asset Management, LLC | 0.00% | New | 350 | $28K |
| Sawyer & Company, Inc | 0.01% | Reduce -2.8% | 348 | $28K |
| SJS Investment Consulting Inc. | 0.00% | No change | 339 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 306 | $25K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 301 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $24K |
| BankPlus Trust Department | 0.01% | No change | 289 | $23K |
| Nemes Rush Group LLC | 0.00% | Add +2.9% | 289 | $23K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $23K |
| MCF Advisors LLC | 0.00% | No change | 283 | $23K |
| Coldstream Capital Management Inc. | 0.00% | New | 273 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -14.3% | 252 | $20K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Add +114.0% | 229 | $18K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $18K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $18K |
| Rakuten Securities, Inc. | 0.01% | Add +134.8% | 216 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $17K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -55.0% | 212 | $17K |
| Kiker Wealth Management, LLC | 0.01% | Add +153.8% | 198 | $16K |
| Deutsche Bank AG | 0.00% | Reduce -20.4% | 183 | $15K |
| Crewe Advisors LLC | 0.00% | Reduce -69.2% | 182 | $15K |
| NBT Bank, N.A. | 0.00% | Reduce -87.1% | 176 | $14K |
| Hager Investment Management Services, LLC | 0.01% | No change | 165 | $13K |
| Lord & Richards Wealth Management, LLC | 0.01% | New | 162 | $13K |
| WASHINGTON TRUST Co | 0.00% | No change | 160 | $13K |
| Horizons Wealth Management | 0.01% | No change | 158 | $13K |
| EPG Wealth Management LLC | 0.00% | Reduce -97.1% | 133 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -41.5% | 124 | $10K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -95.0% | 122 | $10K |
| Pacific Center for Financial Services | 0.00% | No change | 121 | $10K |
| Painted Porch Advisors LLC | 0.00% | Add +154.3% | 117 | $9K |
| Morse Asset Management, Inc | 0.00% | No change | 116 | $9K |
| Transce3nd, LLC | 0.00% | Add +425.0% | 105 | $8K |
| Park Square Financial Group, LLC | 0.01% | Reduce -95.6% | 104 | $8K |
| Bangor Savings Bank | 0.00% | No change | 101 | $8K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $8K |
| Winnacle Wealth LLC | 0.01% | New | 90 | $7K |
| Breakwater Investment Management | 0.00% | No change | 88 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 86 | $7K |
| Hartford Financial Management Inc. | 0.00% | No change | 85 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 85 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 84 | $7K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 78 | $6K |
| Noble Wealth Management PBC | 0.00% | No change | 72 | $6K |
| Main Street Group, LTD | 0.00% | No change | 72 | $6K |
| Abound Wealth Management | 0.00% | Add +1.5% | 67 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 61 | $5K |
| TD Capital Management LLC | 0.00% | No change | 59 | $5K |
| Financial Perspectives, Inc | 0.00% | Add +3.7% | 56 | $5K |
| West Branch Capital LLC | 0.00% | Reduce -90.2% | 56 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 43 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 40 | $3K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -36.7% | 38 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 34 | $3K |
| Garde Capital, Inc. | 0.00% | New | 33 | $3K |
| Centricity Wealth Management, LLC | 0.00% | Add +60.0% | 32 | $3K |
| Spurstone Advisory Services, LLC | 0.05% | New | 31 | $2K |
| Tower View Wealth Management LLC | 0.00% | New | 27 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | New | 26 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +4.2% | 25 | $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% | New | 18 | $1K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $1K |
| Bfsg, LLC | 0.00% | Reduce -57.1% | 15 | $1K |
| Hollencrest Capital Management | 0.00% | New | 12 | $966 |
| Global Wealth Strategies & Associates | 0.00% | New | 12 | $964 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 6 | $482 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $402 |
| REAP Financial Group, LLC | 0.00% | No change | 3 | $241 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $241 |
| SVB Wealth LLC | 0.00% | New | 2 | $161 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $161 |
"% 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.