SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q2 2025 (June 30)1,169holders +66
114new positions
39sold out
5famous investors
$95.27avg. 13F price*
At the end of Q2 2025, 1,169 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 66 from Q1 2025. 114 opened new positions and 39 sold out. The largest holders were LPL Financial LLC ($3.6B), Financial Engines Advisors L.L.C. ($1.8B) and Allworth Financial LP ($1.1B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $300.4M |
| Exits | 39 | $66.7M |
All 13F filers, Q1 2025 → Q2 2025: 29,801,160 shares bought and 18,863,981 shares sold, net +10,937,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| LPL Financial LLC | 1.21% | Add +5.0% | 37,858,343 | $3.6B |
| Financial Engines Advisors L.L.C. | 3.66% | Reduce -2.3% | 19,237,014 | $1.8B |
| Allworth Financial LP | 5.19% | Add +1.2% | 11,348,851 | $1.1B |
| Envestnet Asset Management Inc. | 0.28% | Add +77.6% | 10,227,943 | $974.9M |
| Ameriprise Financial Inc. | 0.23% | Add +12.8% | 9,853,254 | $939.0M |
| Morgan Stanley | 0.05% | Add +7.2% | 8,215,054 | $783.1M |
| JPMorgan Chase & Co. | 0.04% | Add +3.6% | 5,642,681 | $537.9M |
| Horizon Investments, LLC | 8.50% | Add +22.2% | 5,632,336 | $536.9M |
| Equitable Holdings, Inc. | 4.21% | Reduce -9.6% | 5,352,760 | $510.2M |
| Valmark Advisers, Inc. | 6.10% | Reduce -3.2% | 4,592,176 | $437.7M |
| HB Wealth Management, LLC | 3.33% | Reduce -8.8% | 4,366,773 | $416.2M |
| UBS Group AG | 0.09% | Add +11.1% | 4,262,778 | $406.3M |
| Orgel Wealth Management, LLC | 8.95% | Add +5.5% | 3,895,752 | $371.3M |
| Raymond James Financial Inc. | 0.13% | Add +3.0% | 3,825,697 | $364.7M |
| Quotient Wealth Partners, LLC | 10.17% | Add +0.4% | 3,626,169 | $345.6M |
| Bank of New York Mellon Corp | 0.06% | Add +6.0% | 3,557,911 | $339.1M |
| Goldman Sachs Group Inc. | 0.05% | Add +4.9% | 3,522,818 | $335.8M |
| Bank of America Corp. | 0.03% | Add +17.7% | 3,428,865 | $326.8M |
| Advisory Alpha, LLC | 10.04% | Add +3.6% | 3,381,658 | $322.3M |
| Dynasty Wealth Management, LLC | 5.03% | Reduce -17.6% | 3,095,856 | $295.1M |
| AE Wealth Management LLC | 1.89% | Add +12.2% | 2,717,937 | $259.1M |
| Cetera Investment Advisers | 0.43% | Add +21.2% | 2,702,340 | $257.6M |
| Cwm, LLC | 0.89% | Add +20.1% | 2,660,996 | $253.6M |
| Royal Bank of Canada | 0.05% | Add +31.8% | 2,524,871 | $240.7M |
| Wells Fargo & Company | 0.05% | Add +16.8% | 2,487,009 | $237.1M |
| Osaic Holdings, Inc. | 0.42% | Add +16.0% | 2,480,695 | $236.3M |
| Private Advisor Group, LLC | 1.26% | Reduce -14.4% | 2,444,532 | $233.0M |
| Willis Johnson & Associates, Inc. | 15.82% | Add +4.4% | 2,441,746 | $232.7M |
| HighTower Advisors, LLC | 0.28% | Add +4.9% | 2,315,195 | $220.7M |
| Kestra Investment Management, LLC | 6.37% | Reduce -49.5% | 2,203,650 | $210.1M |
| NorthRock Partners, LLC | 5.44% | Add +7.7% | 2,187,721 | $208.5M |
| Truist Financial Corp. | 0.29% | Add +662.1% | 2,059,594 | $196.3M |
| Tiaa Trust, National Association | 0.50% | Add +52.4% | 2,030,896 | $193.6M |
| FMR LLC | 0.01% | Reduce -6.6% | 1,917,088 | $182.7M |
| SCS Capital Management LLC | 1.94% | Add +2.4% | 1,836,568 | $175.1M |
| Connecticut Wealth Management, LLC | 7.82% | Add +9.7% | 1,723,602 | $164.3M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -12.4% | 1,662,524 | $158.5M |
| Savant Capital, LLC | 1.13% | Reduce -7.3% | 1,642,697 | $156.6M |
| Gerber Kawasaki Wealth & Investment Management | 5.82% | Add +10.8% | 1,578,456 | $150.5M |
| Nicolet Advisory Services, LLC | 12.64% | Add +3.8% | 1,535,363 | $148.6M |
| CoreCap Advisors, LLC | 5.76% | Add +4.9% | 1,499,378 | $142.9M |
| Focused Wealth Management, Inc | 17.13% | Reduce -0.0% | 1,472,114 | $140.3M |
| Kingsview Wealth Management, LLC | 2.19% | Add +5.8% | 1,354,081 | $129.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +35.2% | 1,322,890 | $126.1M |
| Syntegra Private Wealth Group, LLC | 12.66% | Add +3.0% | 1,301,740 | $124.1M |
| Mariner, LLC | 0.18% | Add +1.2% | 1,285,569 | $122.5M |
| First National Trust Co | 4.29% | Add +13.2% | 1,202,302 | $114.6M |
| Prudential Financial Inc. | 0.15% | Reduce -0.5% | 1,195,346 | $113.9M |
| Old National Bancorp | 2.02% | Add +6.2% | 1,188,453 | $113.3M |
| AlphaStar Capital Management, LLC | 7.65% | Reduce -2.3% | 1,139,964 | $108.7M |
| Mainstay Capital Management LLC | 5.11% | Add +92.3% | 1,086,545 | $103.6M |
| Clark Capital Management Group, Inc. | 0.72% | Add +10781.1% | 1,085,277 | $103.4M |
| Exchange Traded Concepts, LLC | 1.28% | New | 1,049,090 | $100.0M |
| Octavia Wealth Advisors, LLC | 11.19% | Reduce -0.9% | 1,031,905 | $98.4M |
| MML Investors Services, LLC | 0.28% | Add +20.6% | 1,000,339 | $95.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.58% | Add +5.1% | 989,939 | $94.4M |
| Flagship Harbor Advisors, LLC | 4.33% | Add +5.4% | 959,536 | $91.5M |
| Integrated Wealth Concepts LLC | 0.91% | Add +1.6% | 954,990 | $91.0M |
| Stifel Financial Corp. | 0.09% | Reduce -12.5% | 938,767 | $89.5M |
| KWB Wealth | 10.78% | Reduce -3.6% | 1,103,542 | $88.7M |
| Strategic Financial Concepts, LLC | 11.41% | Add +9486.5% | 851,088 | $81.1M |
| Compton Financial Group, LLC | 21.02% | Reduce -3.5% | 847,823 | $80.8M |
| RFG Advisory, LLC | 1.86% | Reduce -71.9% | 829,241 | $79.0M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Reduce -0.6% | 828,628 | $79.0M |
| Cannon Financial Strategists, Inc. | 12.33% | Add +0.2% | 818,956 | $78.1M |
| Waverly Advisors, LLC | 0.82% | Add +1.4% | 786,880 | $75.0M |
| Corient Private Wealth LP | 0.10% | Reduce -17.9% | 755,193 | $72.0M |
| Creative Planning | 0.06% | Add +0.6% | 735,165 | $70.1M |
| First Command Advisory Services, Inc. | 0.60% | Add +3.6% | 733,854 | $70.0M |
| Founders Financial Securities LLC | 5.24% | Add +5.5% | 723,607 | $69.0M |
| Klingman & Associates, LLC | 3.76% | Add +3.9% | 716,008 | $68.2M |
| Two Sigma Investments, LP | 0.12% | Add +161.9% | 684,400 | $65.2M |
| Reston Wealth Management LLC | 22.49% | Add +5.8% | 673,214 | $64.2M |
| Ackerman Capital Advisors, LLC | 14.88% | Add +1.6% | 671,985 | $64.1M |
| Black Swift Group, LLC | 12.93% | Reduce -34.6% | 671,263 | $64.0M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -7.5% | 660,474 | $63.0M |
| Benjamin Edwards Inc. | 0.79% | Reduce -14.0% | 648,806 | $61.8M |
| ESL Trust Services, LLC | 12.48% | Add +2.5% | 640,595 | $61.1M |
| Kestra Advisory Services, LLC | 0.28% | Add +7.6% | 608,977 | $58.0M |
| Diversify Wealth Management, LLC | 3.57% | Add +7.1% | 576,325 | $57.8M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -28.9% | 592,524 | $56.5M |
| SilverOak Wealth Management LLC | 10.57% | Add +3.0% | 591,043 | $56.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 25.90% | Add +5.6% | 571,961 | $54.5M |
| Canandaigua National Bank & Trust Co. | 5.07% | Add +2.5% | 571,779 | $54.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -5.2% | 562,712 | $54.1M |
| IHT Wealth Management, LLC | 1.45% | Add +1.6% | 552,140 | $52.6M |
| Perennial Investment Advisors, LLC | 4.97% | Add +0.7% | 536,744 | $51.2M |
| Merit Financial Group, LLC | 0.56% | Add +5.5% | 525,301 | $50.1M |
| Courier Capital LLC | 2.87% | Add +7.1% | 495,785 | $47.3M |
| CGN Advisors LLC | 4.21% | Add +9.9% | 494,335 | $47.1M |
| Rodgers & Associates, LTD | 5.11% | Add +5.5% | 487,533 | $46.5M |
| Good Life Advisors, LLC | 2.89% | Reduce -0.4% | 485,371 | $46.3M |
| Oarsman Capital, Inc. | 7.10% | Add +7.6% | 475,148 | $45.3M |
| Ameritas Advisory Services, LLC | 2.36% | Reduce -26.3% | 474,848 | $45.3M |
| Truefg, LLC | 13.37% | Add +1.0% | 471,980 | $45.0M |
| Orion Porfolio Solutions, LLC | 0.38% | Add +575.8% | 467,240 | $44.5M |
| Buska Wealth Management, LLC | 12.10% | Add +5.2% | 464,484 | $44.3M |
| Nottingham Advisors, Inc. | 6.14% | Reduce -5.3% | 434,380 | $41.4M |
| Marks Wealth, LLC | 13.14% | New | 425,227 | $40.5M |
| Convergence Financial, LLC | 6.97% | Add +3.6% | 424,818 | $40.5M |
| Jones Financial Companies LLLP | 0.03% | Add +136.3% | 414,289 | $39.3M |
| Woodard & Co. Asset Management Group Inc. | 7.07% | Add +0.8% | 403,939 | $38.5M |
| Baltimore-Washington Financial Advisors, Inc. | 1.79% | Reduce -0.9% | 403,403 | $38.5M |
| ERn Financial, LLC | 7.95% | Reduce -2.9% | 395,169 | $37.7M |
| Nicolet Bankshares Inc. | 6.49% | Add +4.9% | 394,092 | $37.6M |
| Leslie Global Wealth, LLC | 20.00% | Reduce -2.5% | 392,599 | $37.4M |
| Garrett Wealth Advisory Group, LLC | 7.85% | Reduce -2.5% | 389,343 | $37.1M |
| Shepherd Financial Partners LLC | 3.88% | Reduce -3.7% | 385,186 | $36.7M |
| Waterloo Capital, L.P. | 2.90% | Add +19.2% | 376,788 | $35.9M |
| Kestra Private Wealth Services, LLC | 0.52% | Add +3.3% | 375,373 | $35.8M |
| Roberts Financial Services LLC | 12.32% | Reduce -48.2% | 374,688 | $35.7M |
| Investments & Financial Planning, LLC | 20.53% | Add +1.3% | 374,028 | $35.7M |
| Whitcomb & Hess, Inc. | 9.98% | Reduce -0.1% | 371,449 | $35.4M |
| Aptus Capital Advisors, LLC | 0.35% | Add +5.3% | 371,030 | $35.4M |
| Western Wealth Management, LLC | 2.07% | Add +9.7% | 365,662 | $34.9M |
| Citizens Financial Group Inc. | 0.55% | Add +10.1% | 361,339 | $34.4M |
| Elevation Point Wealth Partners, LLC | 2.67% | Reduce -40.0% | 358,726 | $34.2M |
| Destiny Capital Corp | 20.48% | Add +4.9% | 356,247 | $34.0M |
| Sunburst Financial Group, LLC | 7.51% | Add +4.2% | 351,980 | $33.6M |
| Riversedge Advisors, LLC | 6.56% | Reduce -2.2% | 351,671 | $33.5M |
| CX Institutional | 1.15% | Add +22.3% | 345,794 | $33.0M |
| Signet Financial Management, LLC | 4.14% | Reduce -6.5% | 345,589 | $32.9M |
| Dakota Wealth Management | 0.69% | Add +50.5% | 343,675 | $32.8M |
| Keystone Financial Group | 2.92% | Reduce -10.6% | 338,467 | $32.3M |
| Money Design Co.,Ltd. | 1.57% | Add +0.3% | 334,266 | $31.9M |
| Higgins & Schmidt Wealth Strategies LLC | 17.34% | Add +1.9% | 328,557 | $31.3M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +7.0% | 325,460 | $31.0M |
| Symphony Financial, Ltd. Co. | 4.04% | Add +162.9% | 302,628 | $30.8M |
| Abound Financial, LLC | 13.54% | Add +12.4% | 322,803 | $30.8M |
| Kozak & Associates, Inc. | 6.27% | Reduce -0.9% | 320,284 | $30.7M |
| Gladstone Institutional Advisory LLC | 1.26% | Add +11.2% | 321,211 | $30.6M |
| Geneos Wealth Management Inc. | 0.74% | Add +15.0% | 319,743 | $30.5M |
| Verus Capital Partners, LLC | 2.68% | Add +1.6% | 315,772 | $30.1M |
| Great Valley Advisor Group, Inc. | 0.65% | Add +6.9% | 309,567 | $29.5M |
| Redwood Investment Management, LLC | 3.08% | Add +70.1% | 305,181 | $29.1M |
| Wealth Management Resources, Inc. | 9.84% | Add +0.7% | 302,359 | $28.8M |
| CIBC Private Wealth Group LLC | 0.05% | Add +16.8% | 299,171 | $28.5M |
| NewEdge Advisors, LLC | 0.14% | Reduce -10.3% | 294,338 | $28.1M |
| Alta Wealth Advisors LLC | 13.14% | Add +0.1% | 292,109 | $27.8M |
| Townsquare Capital LLC | 2.65% | Reduce -93.2% | 285,224 | $27.2M |
| Concurrent Investment Advisors, LLC | 0.53% | Add +9.6% | 284,256 | $27.1M |
| Diversify Advisory Services, LLC | 1.02% | Add +19.7% | 264,533 | $26.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.09% | Add +1018.1% | 277,740 | $26.5M |
| Drake & Associates, LLC | 6.43% | Add +3.6% | 275,488 | $26.3M |
| Eagle Strategies LLC | 3.99% | Reduce -0.9% | 274,452 | $26.2M |
| Brookstone Capital Management | 0.34% | Reduce -1.1% | 273,205 | $26.0M |
| Confluence Investment Management LLC | 0.37% | Reduce -18.9% | 272,594 | $26.0M |
| Inspirion Wealth Advisors, LLC | 3.44% | Add +2.0% | 272,450 | $26.0M |
| Beutel, Goodman & Co Ltd. | 0.15% | Reduce -6.0% | 271,232 | $25.8M |
| Quest Investment Management LLC | 2.83% | Reduce -1.9% | 269,637 | $25.7M |
| Transcend Capital Advisors, LLC | 1.98% | Add +93.7% | 267,349 | $25.5M |
| Brandywine Oak Private Wealth LLC | 2.34% | Reduce -4.5% | 265,168 | $25.3M |
| Mma Asset Management LLC | 9.66% | Reduce -15.6% | 264,362 | $25.2M |
| Balanced Wealth Group LLC | 10.73% | Add +4.2% | 251,650 | $24.7M |
| Gibbs Wealth Management | 4.61% | Add +28.6% | 251,172 | $23.9M |
| Choice Wealth Advisors LLC | 10.62% | Reduce -2.1% | 246,579 | $23.5M |
| PFG Private Wealth Management, LLC | 12.05% | Reduce -0.1% | 245,462 | $23.4M |
| JNBA Financial Advisors | 2.24% | Add +2.4% | 244,412 | $23.3M |
| Three Cord True Wealth Management, LLC | 17.15% | Add +7.3% | 240,937 | $23.0M |
| Graney & King, LLC | 15.15% | Reduce -0.7% | 236,796 | $22.6M |
| VestGen Advisors, LLC | 0.89% | Reduce -9.0% | 234,862 | $22.4M |
| Summit Financial, LLC | 0.51% | Add +33.3% | 234,981 | $22.4M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -11.5% | 234,754 | $22.4M |
| Clear Creek Financial Management, LLC | 2.13% | Reduce -12.1% | 234,575 | $22.4M |
| Twin Focus Capital Partners, LLC | 3.13% | Reduce -3.3% | 234,498 | $22.4M |
| Prime Capital Investment Advisors, LLC | 0.30% | Reduce -26.9% | 233,236 | $22.2M |
| Ensign Peak Advisors, Inc | 0.04% | New | 228,550 | $21.8M |
| Principal Securities, Inc. | 0.41% | Reduce -67.4% | 227,380 | $21.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.41% | Reduce -31.6% | 226,093 | $21.6M |
| Vicus Capital | 1.78% | Add +7.5% | 224,198 | $21.4M |
| Ciovacco Capital Management LLC | 11.62% | New | 224,036 | $21.4M |
| Horizon Wealth Management, LLC | 3.73% | Reduce -1.0% | 222,618 | $21.2M |
| Marathon Mission, Inc. | 13.44% | Add +82.0% | 221,879 | $21.1M |
| CCG Wealth Management, LLC | 11.01% | Reduce -0.3% | 219,123 | $20.9M |
| Sargent Investment Group, LLC | 2.81% | Reduce -3.7% | 210,279 | $20.8M |
| Florida Trust Wealth Management Co | 0.64% | Reduce -3.7% | 218,219 | $20.8M |
| CarsonAllaria Wealth Management, Ltd. | 11.06% | Add +3.1% | 216,341 | $20.6M |
| First Heartland Consultants, Inc. | 1.80% | Add +3.5% | 212,144 | $20.2M |
| Hofer & Associates. Inc | 12.43% | Add +0.2% | 208,969 | $19.9M |
| Atria Wealth Solutions, Inc. | 0.45% | Reduce -25.5% | 208,623 | $19.9M |
| WFA Asset Management Corp | 11.13% | Reduce -12.9% | 245,689 | $19.7M |
| Modern Wealth Management, LLC | 0.48% | Reduce -26.5% | 203,630 | $19.4M |
| Fifth Third Bancorp | 0.07% | Add +13.3% | 203,294 | $19.4M |
| Tower Wealth Partners, Inc. | 11.41% | Add +1.5% | 202,481 | $19.3M |
| Portside Wealth Group, LLC | 2.84% | Add +5.9% | 201,456 | $19.2M |
| Horizon Financial Services, LLC | 10.18% | Add +1.0% | 201,395 | $19.2M |
| Optas, LLC | 3.58% | Add +0.6% | 197,613 | $18.8M |
| GHP Investment Advisors, Inc. | 0.83% | Add +3.2% | 197,256 | $18.8M |
| Harbor Group, Inc. | 3.28% | Add +2.2% | 194,156 | $18.5M |
| Investors Research Corp | 3.61% | Add +7.9% | 193,132 | $18.4M |
| Goodman Advisory Group, LLC | 6.25% | Add +2642.9% | 192,880 | $18.4M |
| Navalign, LLC | 5.02% | Reduce -3.3% | 190,798 | $18.2M |
| Sage Advisory Services, Ltd.Co. | 9.69% | New | 186,601 | $17.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -31.9% | 183,508 | $17.5M |
| Millington Financial Advisors, LLC | 8.80% | Reduce -8.8% | 177,961 | $17.4M |
| Diligent Investors, LLC | 4.06% | Add +0.5% | 179,826 | $17.1M |
| Fifth Third Wealth Advisors LLC | 0.72% | Add +3257.1% | 179,503 | $17.1M |
| Ascent Group, LLC | 0.66% | Reduce -4.3% | 178,622 | $17.0M |
| Pinnacle Wealth Planning Services, Inc. | 2.17% | Add +1.6% | 173,478 | $16.5M |
| Cary Street Partners Financial LLC | 0.45% | Reduce -4.8% | 168,757 | $16.1M |
| Tidemark, LLC | 5.16% | Reduce -6.7% | 167,790 | $16.0M |
| TPG Financial Advisors, LLC | 6.39% | Reduce -26.5% | 167,565 | $16.0M |
| GM Advisory Group, LLC | 0.79% | Add +8.2% | 167,331 | $15.9M |
| Hobart Private Capital, LLC | 3.57% | Reduce -15.8% | 165,223 | $15.7M |
| Centaurus Financial, Inc. | 0.92% | Add +0.0% | 164,613 | $15.7M |
| M&T Bank Corp | 0.05% | Add +0.3% | 161,099 | $15.4M |
| Goldstone Financial Group, LLC | 2.02% | Reduce -0.6% | 159,160 | $15.3M |
| Cornerstone Wealth Management, LLC | 0.92% | Add +3.9% | 159,329 | $15.2M |
| Financial Gravity Companies, Inc. | 2.96% | — | 157,950 | $15.1M |
| Wrapmanager Inc. | 3.66% | Reduce -3.4% | 157,522 | $15.0M |
| Vertex Planning Partners, LLC | 3.13% | Add +0.2% | 157,049 | $15.0M |
| Citadel Advisors | 0.01% | Add +238.2% | 156,994 | $15.0M |
| Arete Wealth Advisors, LLC | 1.05% | Add +1.9% | 155,152 | $14.8M |
| Centennial Wealth Advisory LLC | 4.64% | Add +20.6% | 153,677 | $14.6M |
| Rooted Wealth Advisors, Inc. | 5.05% | Add +6.4% | 152,287 | $14.6M |
| Capital Analysts, LLC | 0.48% | Add +2.9% | 152,537 | $14.5M |
| Magnus Financial Group LLC | 1.28% | Add +2.9% | 152,311 | $14.5M |
| Pecaut & Co. | 4.82% | Reduce -1.2% | 152,191 | $14.5M |
| BIP Wealth, LLC | 0.89% | Add +28.9% | 151,763 | $14.5M |
| Avestar Capital, LLC | 1.06% | Add +25.3% | 151,573 | $14.4M |
| NewSquare Capital LLC | 1.07% | Reduce -0.2% | 151,004 | $14.4M |
| Wealthspire Advisors, LLC | 0.08% | Add +5.1% | 149,058 | $14.2M |
| Trilogy Capital Inc. | 0.69% | Reduce -68.5% | 147,760 | $14.1M |
| One Capital Management, LLC | 0.48% | Reduce -13.0% | 146,038 | $13.9M |
| IFG Advisory, LLC | 0.70% | Add +56.3% | 145,979 | $13.9M |
| Optimist Retirement Group LLC | 6.60% | Reduce -0.8% | 144,380 | $13.8M |
| Focus Partners Wealth | 0.03% | Add +1.2% | 143,327 | $13.7M |
| Integrity Alliance, Llc. | 0.74% | Reduce -35.5% | 142,226 | $13.6M |
| Assetmark, Inc. | 0.03% | Add +26.4% | 139,279 | $13.3M |
| Independent Financial Group, LLC | 0.35% | Add +74.2% | 135,095 | $12.9M |
| Freedom Investment Management, Inc. | 1.01% | Add +20.3% | 132,899 | $12.7M |
| Sanchez Wealth Management Group | 3.05% | Add +3.9% | 132,820 | $12.7M |
| Hilltop Partners LLC | 3.83% | Reduce -55.0% | 132,770 | $12.7M |
| Concord Asset Management, LLC | 1.88% | Add +2.5% | 130,922 | $12.5M |
| Concord Wealth Partners | 1.82% | Reduce -5.7% | 130,922 | $12.5M |
| Advisors Capital Management, LLC | 0.17% | Add +69.3% | 130,245 | $12.4M |
| Probity Advisors, Inc. | 2.18% | Add +3.1% | 130,127 | $12.4M |
| Prepared Retirement Institute LLC | 7.26% | Reduce -19.0% | 129,319 | $12.3M |
| Boyd Wealth Management, LLC | 5.33% | Reduce -47.2% | 129,102 | $12.3M |
| Sterling Manor Financial, LLC | 8.20% | Reduce -3.4% | 128,986 | $12.3M |
| Carnegie Investment Counsel | 0.24% | Add +4.4% | 127,207 | $12.1M |
| Asset Allocation Strategies LLC | 2.66% | Add +29.8% | 126,183 | $12.0M |
| Avantax Advisory Services, Inc. | 0.07% | Add +1.8% | 125,512 | $12.0M |
| Signal Advisors Wealth, LLC | 0.93% | Add +93.8% | 124,160 | $11.8M |
| Sage Financial Management Group, Inc. | 4.09% | Reduce -8.5% | 124,068 | $11.8M |
| Melone Private Wealth, LLC | 6.02% | Add +3.1% | 124,173 | $11.8M |
| TAGStone Capital, Inc. | 4.84% | Add +3.0% | 118,188 | $11.7M |
| 1834 Investment Advisors Co. | 1.49% | Add +5.9% | 123,141 | $11.7M |
| Power Wealth Management LLC | 4.43% | Add +2.3% | 120,766 | $11.5M |
| Independent Wealth Network Inc. | 4.17% | Add +2.1% | 120,044 | $11.4M |
| Sequent Asset Management, LLC | 9.11% | Reduce -2.9% | 119,634 | $11.4M |
| ArborFi Advisors, LLC | 9.93% | Add +3.4% | 118,372 | $11.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -77.9% | 117,370 | $11.2M |
| New England Capital Financial Advisors LLC | 5.12% | Reduce -1.4% | 117,292 | $11.2M |
| GenWealth Group, Inc. | 2.25% | Add +2.3% | 117,151 | $11.2M |
| Global Retirement Partners, LLC | 0.28% | — | 116,693 | $11.1M |
| Fifth Third Securities, Inc. | 0.84% | Add +57.8% | 116,665 | $11.1M |
| Elite Financial, Inc. | 5.47% | Reduce -2.7% | 112,762 | $11.1M |
| IAG Wealth Partners, LLC | 1.47% | Add +53.8% | 116,603 | $11.1M |
| Silver Oak Securities, Incorporated | 0.92% | Reduce -15.7% | 116,354 | $11.1M |
| Harbour Investments, Inc. | 0.28% | Add +33.1% | 115,737 | $11.0M |
| Tranquilli Financial Advisor LLC | 6.83% | Reduce -5.1% | 115,694 | $11.0M |
| EverSource Wealth Advisors, LLC | 0.48% | Add +9.3% | 112,156 | $10.7M |
| Collaborative Wealth Managment Inc. | 4.66% | Add +10.8% | 112,016 | $10.7M |
| Bridgewealth Advisory Group, LLC | 2.71% | Add +494.5% | 111,746 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -6.8% | 110,780 | $10.6M |
| Shilanski & Associates, Inc. | 3.01% | Add +2.1% | 110,591 | $10.5M |
| Affinity Capital Advisors, LLC | 1.80% | Add +11.7% | 109,489 | $10.4M |
| Quent Capital, LLC | 0.99% | Reduce -9.9% | 107,889 | $10.3M |
| SigFig Wealth Management, LLC | 0.34% | Add +110.7% | 108,452 | $10.3M |
| Atria Investments, Inc | 0.12% | Reduce -30.7% | 107,506 | $10.2M |
| BCS Wealth Management | 2.20% | Add +1.1% | 107,255 | $10.2M |
| Foguth Wealth Management, LLC. | 2.17% | Add +60.2% | 106,436 | $10.1M |
| Stonebridge Financial Group, LLC | 0.98% | Add +6.8% | 106,359 | $10.1M |
| Guardian Wealth Advisors, LLC | 5.91% | Add +18.4% | 104,714 | $10.0M |
| Financial Advocates Investment Management | 0.81% | Reduce -70.9% | 104,580 | $10.0M |
| Cobblestone Asset Management LLC | 5.18% | Reduce -18.1% | 103,271 | $9.8M |
| Meritage Portfolio Management | 0.62% | Reduce -5.1% | 102,713 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +2.4% | 102,676 | $9.8M |
| Breakwater Capital Group | 1.59% | Reduce -0.1% | 102,336 | $9.8M |
| Financial Management Professionals, Inc. | 1.09% | Add +2.0% | 101,413 | $9.7M |
| Synergy Investment Management, LLC | 5.79% | Add +4.4% | 100,840 | $9.6M |
| Buttonwood Financial Group, LLC | 4.86% | Reduce -50.3% | 100,324 | $9.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.9% | 100,136 | $9.5M |
| Obsidian Personal Planning Solutions LLC | 3.85% | Add +2.6% | 99,853 | $9.5M |
| Waller Financial Planning Group, Inc. | 2.30% | Add +21.9% | 99,762 | $9.5M |
| Promus Capital, LLC | 6.17% | Reduce -12.5% | 99,664 | $9.5M |
| SIMA Wealth Partners, LLC | 7.65% | Reduce -6.6% | 99,393 | $9.5M |
| Oxinas Partners, LLC | 4.86% | Reduce -0.3% | 99,284 | $9.5M |
| Fortis Group Advisors, LLC | 1.72% | Add +2423.8% | 95,956 | $9.5M |
| HSBC Holdings PLC | 0.01% | Add +95.0% | 97,537 | $9.3M |
| Northeast Financial Consultants Inc | 0.38% | No change | 97,401 | $9.3M |
| Apollon Financial, LLC | 1.91% | Reduce -11.9% | 95,571 | $9.1M |
| LifePlan Financial, LLC | 7.40% | Reduce -1.4% | 93,718 | $8.9M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Reduce -13.9% | 93,034 | $8.9M |
| Crux Wealth Advisors | 3.75% | Add +121.7% | 92,449 | $8.8M |
| Intergy Private Wealth, LLC | 2.99% | Reduce -0.3% | 91,980 | $8.8M |
| 1ST Source Bank | 0.48% | Add +1.1% | 91,697 | $8.7M |
| Private Trust Co. NA | 0.82% | Add +6.3% | 90,313 | $8.6M |
| Petix & Botte Co | 2.09% | Add +14.6% | 89,341 | $8.5M |
| Relyea Zuckerberg Hanson LLC | 0.99% | Reduce -2.6% | 88,631 | $8.4M |
| Renaissance Technologies | 0.01% | New | 88,400 | $8.4M |
| Founders Capital Management | 5.00% | Add +2.6% | 87,445 | $8.3M |
| United Advisor Group, LLC | 1.44% | Add +25.0% | 87,383 | $8.3M |
| LexAurum Advisors, LLC | 1.32% | Add +43.6% | 87,224 | $8.3M |
| FDx Advisors, Inc. | 2.54% | New | 87,060 | $8.3M |
| Compass Financial Group, Inc. | 4.16% | Add +1.7% | 86,949 | $8.3M |
| Tobias Financial Advisors, Inc. | 1.41% | Add +20.6% | 86,541 | $8.2M |
| NorthCoast Asset Management LLC | 0.04% | Add +437.5% | 86,104 | $8.2M |
| Salomon & Ludwin, LLC | 0.81% | Add +67.6% | 85,878 | $8.2M |
| Beacon Bridge Wealth Partners, LLC | 3.21% | Add +0.1% | 84,900 | $8.1M |
| Venture Visionary Partners LLC | 0.30% | Add +15.2% | 84,565 | $8.1M |
| Key Financial Inc | 1.60% | Add +1.0% | 83,466 | $8.0M |
| POM Investment Strategies, LLC | 5.68% | Add +197.5% | 83,405 | $8.0M |
| Motive Wealth Advisors | 3.60% | Add +25.5% | 82,939 | $7.9M |
| DecisionMap Wealth Management, LLC | 5.39% | Add +3.0% | 82,477 | $7.9M |
| Wellspring Financial Advisors, LLC | 0.69% | Reduce -2.7% | 81,406 | $7.8M |
| Financial Council, LLC | 3.73% | Add +2.0% | 81,206 | $7.7M |
| Marion Wealth Management | 1.93% | Add +1.7% | 80,757 | $7.7M |
| UNIVEST FINANCIAL Corp | 0.46% | Add +13.4% | 80,480 | $7.7M |
| Occidental Asset Management, LLC | 1.03% | Add +0.8% | 78,441 | $7.5M |
| Tritonpoint Wealth, LLC | 0.69% | Reduce -2.2% | 77,944 | $7.4M |
| Oak Harvest Investment Services | 0.92% | Reduce -7.9% | 77,223 | $7.4M |
| Cerity Partners LLC | 0.01% | Add +10.0% | 77,056 | $7.3M |
| WealthPlan Investment Management, LLC | 0.53% | Add +58.3% | 76,864 | $7.3M |
| Avior Wealth Management, LLC | 0.25% | Reduce -1.7% | 75,740 | $7.2M |
| Idaho Trust Co | 2.57% | Reduce -3.5% | 75,517 | $7.2M |
| Graypoint LLC | 0.40% | Reduce -1.9% | 74,994 | $7.1M |
| Bristlecone Advisors, LLC | 0.60% | Add +2.9% | 74,537 | $7.1M |
| Auour Investments LLC | 2.44% | Reduce -1.2% | 74,399 | $7.1M |
| Mutual Advisors, LLC | 0.18% | Reduce -1.6% | 71,551 | $7.1M |
| City Center Advisors, LLC | 7.55% | Reduce -0.7% | 73,943 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.0% | 73,873 | $7.0M |
| Stratos Wealth Advisors, LLC | 0.37% | Add +6.6% | 73,437 | $7.0M |
| Lido Advisors, LLC | 0.04% | Add +14.3% | 73,332 | $7.0M |
| Farther Finance Advisors, LLC | 0.14% | Add +28.2% | 72,418 | $6.9M |
| Hancock Whitney Corp. | 0.13% | New | 71,777 | $6.8M |
| Oppenheimer & Co. Inc. | 0.09% | Add +837.1% | 71,260 | $6.8M |
| Moneco Advisors, LLC | 0.63% | Reduce -4.3% | 70,551 | $6.7M |
| Flynn Zito Capital Management, LLC | 2.82% | Reduce -3.2% | 70,315 | $6.7M |
| Measured Wealth Private Client Group, LLC | 2.01% | Reduce -7.2% | 70,304 | $6.7M |
| Systematic Alpha Investments, LLC | 0.24% | No change | 70,000 | $6.7M |
| Denver Wealth Management, Inc. | 2.74% | Reduce -0.9% | 69,483 | $6.6M |
| Capital Advisory Group Advisory Services, LLC | 2.37% | Add +16.9% | 69,265 | $6.6M |
| One Day In July LLC | 0.59% | Reduce -1.4% | 68,913 | $6.6M |
| Florida Financial Advisors, LLC | 1.59% | Reduce -7.9% | 66,948 | $6.5M |
| American Financial & Tax Strategies Inc. | 3.38% | Reduce -26.1% | 68,610 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +113.5% | 68,250 | $6.5M |
| Captrust Financial Advisors | 0.01% | Reduce -5.5% | 68,158 | $6.5M |
| Tsfg, LLC | 1.17% | Reduce -26.1% | 67,871 | $6.5M |
| Golden State Wealth Management, LLC | 0.77% | Reduce -1.7% | 66,394 | $6.3M |
| PFG Advisors | 0.29% | Add +343.1% | 65,525 | $6.2M |
| Meridian Wealth Management, LLC | 0.26% | Reduce -2.6% | 63,937 | $6.1M |
| PSI Advisors, LLC | 3.03% | Add +8.3% | 63,860 | $6.1M |
| Smartleaf Asset Management LLC | 0.54% | Add +13.4% | 64,049 | $6.1M |
| Wealth Watch Advisors, INC | 3.48% | New | 63,160 | $6.0M |
| Prairieview Wealth Partners, LLC | 6.09% | Add +1.6% | 61,551 | $5.9M |
| Braun-Bostich & Associates Inc. | 4.00% | Reduce -10.0% | 61,457 | $5.9M |
| Comerica Bank | 0.02% | Add +7.7% | 60,998 | $5.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.67% | Add +17.9% | 60,814 | $5.8M |
| Echo Wealth Management, LLC | 3.54% | Add +3.2% | 60,625 | $5.8M |
| Burney Co./ | 0.20% | Add +29.5% | 60,507 | $5.8M |
| Canandaigua National Trust Co of Florida | 4.08% | Add +12.9% | 60,250 | $5.7M |
| Greenwood Gearhart LLC | 0.36% | Reduce -26.1% | 60,065 | $5.7M |
| AQR Capital Management | 0.00% | Reduce -0.7% | 59,581 | $5.7M |
| WealthPLAN Partners, LLC | 0.91% | Reduce -30.3% | 59,340 | $5.7M |
| BlackRock, Inc. | 0.00% | Add +1007.2% | 59,058 | $5.6M |
| PAX Financial Group, LLC | 1.04% | Add +10.9% | 57,135 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -38.7% | 57,003 | $5.4M |
| Dagco, Inc. | 1.50% | Add +16.4% | 56,380 | $5.4M |
| Asset Management Group, Inc. | 0.93% | Reduce -3.1% | 56,074 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -12.8% | 55,712 | $5.3M |
| Moloney Securities Asset Management, LLC | 0.66% | Reduce -4.4% | 55,569 | $5.3M |
| Regimen Wealth, LLC | 1.64% | Reduce -29.0% | 55,291 | $5.3M |
| Hamilton Capital Partners, LLC | 2.53% | Add +1.5% | 55,214 | $5.3M |
| Dogwood Wealth Management LLC | 2.57% | Add +7.9% | 55,274 | $5.3M |
| Able Wealth Management LLC | 2.65% | Add +1697.2% | 55,029 | $5.2M |
| GoalVest Advisory LLC | 1.29% | Reduce -7.5% | 54,670 | $5.2M |
| Cooper Financial Group | 0.60% | Reduce -14.9% | 53,913 | $5.1M |
| Cary Street Partners Investment Advisory LLC | 2.48% | Add +13.6% | 53,789 | $5.1M |
| Gateway Wealth Partners, LLC | 0.97% | Add +107.7% | 53,616 | $5.1M |
| Financial Enhancement Group LLC | 0.73% | Reduce -0.1% | 53,278 | $5.1M |
| Hill Island Financial LLC | 1.42% | Reduce -7.3% | 53,429 | $5.1M |
| Gilbert Capital Group, Inc. | 4.22% | — | 53,360 | $5.1M |
| CreativeOne Wealth, LLC | 0.13% | Add +64.4% | 53,090 | $5.1M |
| World Investment Advisors | 0.11% | Reduce -6.3% | 52,479 | $5.0M |
| WCG Wealth Advisors LLC | 0.32% | Add +115.6% | 52,163 | $5.0M |
| MidAtlantic Capital Management, Inc. | 3.52% | Add +0.7% | 51,988 | $5.0M |
| WealthTrak Capital Management LLC | 4.14% | Reduce -2.3% | 51,942 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.84% | Add +2.9% | 51,862 | $4.9M |
| Darwin Wealth Management, LLC | 1.69% | Reduce -3.7% | 51,311 | $4.9M |
| GPS Wealth Strategies Group, LLC | 0.55% | Add +4.0% | 50,577 | $4.8M |
| Red Crane Wealth Management, LLC | 4.37% | Add +5.0% | 50,297 | $4.8M |
| Private Wealth Group, LLC | 2.55% | Add +24.2% | 50,265 | $4.8M |
| Park Avenue Securities LLC | 0.04% | New | 50,171 | $4.8M |
| Bawa N Mallick Trust | 1.97% | No change | 50,000 | $4.8M |
| Uptown Financial Advisors LLC | 4.38% | Add +11.4% | 49,410 | $4.7M |
| Rollins Financial Advisors, LLC | 0.74% | Reduce -5.9% | 48,969 | $4.7M |
| Faithward Advisors, LLC | 0.72% | Add +3.7% | 48,934 | $4.7M |
| Stone Summit Wealth LLC | 1.44% | Add +116.5% | 48,630 | $4.6M |
| Koshinski Asset Management, Inc. | 0.35% | Add +0.5% | 48,584 | $4.6M |
| JDM Financial Group LLC | 2.18% | Add +1.6% | 48,480 | $4.6M |
| Wambolt & Associates, LLC | 1.54% | Reduce -1.9% | 48,284 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +1.7% | 47,680 | $4.5M |
| YHB Investment Advisors, Inc. | 0.35% | Add +4.0% | 47,481 | $4.5M |
| Advisor OS, LLC | 0.44% | Add +437.8% | 47,355 | $4.5M |
| Retirement Financial Solutions, LLC | 1.59% | Add +26.9% | 47,319 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -54.9% | 47,289 | $4.5M |
| Coppell Advisory Solutions LLC | 0.53% | Add +66.4% | 46,787 | $4.4M |
| Betterment LLC | 0.01% | Add +29.8% | 45,690 | $4.4M |
| Natixis Advisors, LLC | 0.01% | Add +7.3% | 45,581 | $4.3M |
| Lionshead Wealth Management, LLC | 3.99% | Add +63.6% | 45,391 | $4.3M |
| Norden Group LLC | 0.46% | Add +20.8% | 44,887 | $4.3M |
| McNaughton Wealth Management, LLC | 1.90% | Add +0.9% | 44,783 | $4.3M |
| Burke & Herbert Bank & Trust Co. | 0.95% | Add +0.1% | 44,623 | $4.3M |
| Quadrant Capital Group LLC | 0.15% | Reduce -0.0% | 44,532 | $4.2M |
| Rainier Family Wealth Inc. | 4.20% | Add +36.5% | 44,134 | $4.2M |
| Mission Wealth Management, LP | 0.09% | Add +295.5% | 44,044 | $4.2M |
| RDA Financial Network | 1.13% | Add +2.5% | 43,964 | $4.2M |
| Modera Wealth Management, LLC | 0.05% | Reduce -0.5% | 43,875 | $4.2M |
| Luken Investment Analytics, LLC | 1.83% | Reduce -0.5% | 43,832 | $4.2M |
| Nvest Financial, LLC | 2.16% | Add +21.5% | 43,585 | $4.2M |
| Cannon Wealth Management Services, LLC | 3.39% | Add +2.6% | 43,562 | $4.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 43,383 | $4.1M |
| Partners in Financial Planning | 0.76% | Add +36.2% | 43,245 | $4.1M |
| Inman Jager Wealth Management, LLC | 2.75% | Add +18.7% | 42,737 | $4.1M |
| Aventus Investment Advisors, Inc. | 3.65% | — | 42,618 | $4.1M |
| Hoxton Planning & Management, LLC | 1.40% | Add +20.9% | 42,591 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -40.3% | 42,010 | $4.0M |
| Continuum Advisory, LLC | 0.48% | Add +13.8% | 42,006 | $4.0M |
| American Trust | 0.38% | New | 41,911 | $4.0M |
| Strategic Blueprint, LLC | 0.20% | Add +1.1% | 41,867 | $4.0M |
| Colton Groome Financial Advisors, LLC | 1.35% | Add +1.1% | 41,795 | $4.0M |
| Opal Wealth Advisors, LLC | 1.10% | Add +2.4% | 41,709 | $4.0M |
| Glen Eagle Advisors, LLC | 0.61% | Add +6.6% | 41,615 | $4.0M |
| IFP Advisors, Inc | 0.11% | Reduce -4.4% | 41,262 | $3.9M |
| US Bancorp \de | 0.00% | Reduce -34.0% | 41,005 | $3.9M |
| Wealth Advisors of Iowa, LLC | 1.46% | Add +7.2% | 40,928 | $3.9M |
| Inspire Advisors, LLC | 0.40% | Add +23.4% | 40,899 | $3.9M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -4.9% | 40,630 | $3.9M |
| AGH Wealth Advisors, LLC | 3.18% | Reduce -2.5% | 40,468 | $3.9M |
| FCG Investment Co | 2.00% | Add +1.9% | 40,145 | $3.8M |
| Cavalier Investments, LLC | 1.16% | New | 40,000 | $3.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.48% | Reduce -19.3% | 39,373 | $3.8M |
| Savvy Advisors, Inc. | 0.25% | Add +11.2% | 39,826 | $3.8M |
| Atticus Wealth Management, LLC | 1.01% | Reduce -3.0% | 39,169 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.80% | Add +1.9% | 39,105 | $3.7M |
| Mgo One Seven LLC | 0.12% | Add +81.8% | 38,945 | $3.7M |
| Towerpoint Wealth, LLC | 1.64% | Reduce -3.4% | 38,759 | $3.7M |
| NWF Advisory Services Inc. | 0.44% | New | 38,728 | $3.7M |
| Elevation Capital Advisory, LLC | 1.45% | New | 37,958 | $3.6M |
| MBL Wealth, LLC | 0.34% | New | 37,813 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.87% | Add +4.6% | 37,776 | $3.6M |
| Priebe Wealth Holdings LLC | 3.10% | Reduce -57.5% | 37,594 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -2.3% | 37,495 | $3.6M |
| MBM Wealth Consultants, LLC | 0.94% | Add +0.8% | 36,841 | $3.5M |
| Retirement Income Solutions, Inc. | 0.64% | Reduce -3.6% | 36,812 | $3.5M |
| Sharkey, Howes & Javer | 0.47% | Reduce -37.1% | 36,446 | $3.5M |
| RKL Wealth Management LLC | 0.30% | Add +0.9% | 36,258 | $3.5M |
| Investor's Fiduciary Advisor Network, LLC | 1.28% | Add +1.4% | 36,154 | $3.4M |
| Larson Financial Group LLC | 0.14% | Reduce -3.4% | 35,631 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +51.8% | 35,596 | $3.4M |
| Arlington Trust Co LLC | 0.66% | Reduce -5.3% | 35,497 | $3.4M |
| Simplicity Wealth,LLC | 0.14% | Add +88.2% | 35,441 | $3.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.05% | Add +150.3% | 35,210 | $3.4M |
| Winthrop Advisory Group LLC | 0.32% | Add +5.1% | 35,081 | $3.3M |
| Milestone Asset Management Group, LLC | 2.39% | Add +18.1% | 33,931 | $3.2M |
| Compass Financial Services Inc | 1.57% | Add +10.9% | 33,914 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +23.3% | 33,881 | $3.2M |
| Hickory Asset Management, Inc. | 2.63% | Reduce -1.4% | 33,333 | $3.2M |
| LBMC Investment Advisors, LLC | 0.23% | Add +0.1% | 33,210 | $3.2M |
| WealthShield Partners, LLC | 0.38% | Reduce -4.8% | 33,042 | $3.1M |
| Aspetuck Financial Management LLC | 2.36% | Reduce -0.5% | 32,820 | $3.1M |
| Money Concepts Capital Corp. | 0.21% | Reduce -20.3% | 32,813 | $3.1M |
| Simplex Trading, LLC | 0.08% | New | 32,778 | $3.1M |
| Summit Investment Advisory Services, LLC | 1.35% | Add +1.7% | 32,606 | $3.1M |
| SkyOak Wealth, LLC | 0.62% | Add +6.4% | 32,583 | $3.1M |
| Marietta Wealth Management, LLC | 0.40% | No change | 32,297 | $3.1M |
| Saxony Capital Management, LLC | 2.32% | Add +104.5% | 31,813 | $3.0M |
| Compass Capital Corp. /Ma/ | 1.43% | Reduce -3.2% | 30,480 | $3.0M |
| Valeo Financial Advisors, LLC | 0.07% | Add +0.3% | 31,788 | $3.0M |
| Wells Financial Advisors INC | 4.15% | Reduce -3.3% | 31,692 | $3.0M |
| Pinnacle Wealth Management, LLC | 2.53% | New | 31,686 | $3.0M |
| Obsidian Cio, LLC | 0.43% | New | 31,320 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +132.4% | 31,288 | $3.0M |
| Wilkins Miller Wealth Management, LLC | 2.00% | Add +23.5% | 30,783 | $2.9M |
| Stonebrook Private Inc. | 0.66% | Reduce -65.1% | 29,810 | $2.8M |
| Lowery Thomas, LLC | 1.81% | Reduce -0.8% | 29,673 | $2.8M |
| Pinnacle Family Advisors, LLC | 1.36% | Add +31.1% | 29,409 | $2.8M |
| Wrenne Financial Planning LLC | 1.30% | Add +7.8% | 29,220 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.00% | Reduce -46.2% | 29,142 | $2.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +13.1% | 28,274 | $2.8M |
| Yukon Wealth Management, Inc. | 0.99% | Reduce -20.1% | 29,031 | $2.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -10.6% | 29,019 | $2.8M |
| CWA Asset Management Group, LLC | 0.12% | Reduce -0.6% | 29,000 | $2.8M |
| Byrne Financial Freedom, LLC | 1.38% | Add +1.1% | 28,974 | $2.8M |
| Global Strategic Investment Solutions, LLC | 0.29% | Reduce -0.7% | 28,460 | $2.7M |
| Keudell/Morrison Wealth Management | 0.60% | Add +0.0% | 28,185 | $2.7M |
| HRT Financial LP | 0.01% | New | 28,161 | $2.7M |
| Financial Network Wealth Advisors LLC | 3.24% | Reduce -0.9% | 27,955 | $2.7M |
| Integrity Wealth Solutions LLC | 1.27% | Reduce -0.6% | 27,428 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.17% | Reduce -19.8% | 27,275 | $2.6M |
| Diversified Trust Co. | 0.06% | New | 27,164 | $2.6M |
| Triton Wealth Management, PLLC | 1.09% | — | 26,159 | $2.6M |
| Vance Wealth, LLC | 0.86% | Reduce -8.2% | 26,677 | $2.5M |
| N.E.W. Advisory Services LLC | 0.24% | Reduce -43.0% | 26,383 | $2.5M |
| Brookwood Investment Group LLC | 0.40% | Add +10.2% | 26,303 | $2.5M |
| Intrua Financial, LLC | 0.36% | Reduce -27.8% | 26,132 | $2.5M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +16.3% | 26,046 | $2.5M |
| &partners | 0.02% | Add +38.4% | 26,027 | $2.5M |
| Iowa State Bank | 0.49% | Reduce -8.1% | 25,894 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +124.0% | 25,580 | $2.4M |
| Milestones Private Investment Advisors LLC | 1.80% | — | 25,554 | $2.4M |
| Rede Wealth, LLC | 0.87% | Add +4.4% | 25,263 | $2.4M |
| Stevens Capital Partners | 0.86% | Add +16.6% | 24,143 | $2.4M |
| Financial Futures Ltd Liability Co. | 1.27% | Reduce -10.4% | 24,830 | $2.4M |
| Wealth Advisors Northwest LLC | 1.23% | Reduce -3.3% | 24,434 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -17.6% | 24,413 | $2.3M |
| Stegent Equity Advisors, Inc. | 2.05% | Reduce -19.8% | 24,347 | $2.3M |
| Independent Advisor Alliance | 0.07% | Add +29.5% | 24,316 | $2.3M |
| Kuhn & Co Investment Counsel | 1.73% | Add +16.2% | 24,046 | $2.3M |
| Baker Tilly Wealth Management, LLC | 0.81% | Reduce -22.2% | 23,856 | $2.3M |
| Tidal Investments LLC | 0.01% | Reduce -26.1% | 23,783 | $2.3M |
| Advance Capital Management, Inc. | 0.10% | Reduce -2.1% | 23,754 | $2.3M |
| Buck Wealth Strategies, LLC | 0.34% | Reduce -0.9% | 23,611 | $2.3M |
| Synovus Financial Corp. | 0.03% | Add +3.1% | 23,409 | $2.2M |
| Curran Financial Partners, LLC | 0.49% | Add +3.0% | 23,218 | $2.2M |
| Bank of Montreal | 0.00% | Add +7.0% | 23,207 | $2.2M |
| Axxcess Wealth Management, LLC | 0.05% | Add +67.5% | 22,991 | $2.2M |
| Rehmann Capital Advisory Group | 0.13% | Add +1.7% | 22,966 | $2.2M |
| Altfest L J & Co. Inc. | 0.26% | Add +59.6% | 22,890 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +4.0% | 22,832 | $2.2M |
| Mitchell Sinkler & Starr | 1.03% | Add +6.1% | 22,565 | $2.2M |
| McDonald Partners LLC | 0.51% | Reduce -3.8% | 22,408 | $2.1M |
| Tradition Wealth Management, LLC | 0.17% | Add +18.1% | 22,183 | $2.1M |
| Meridian Financial Advisors, LLC | 1.36% | Add +9.1% | 22,114 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.74% | Reduce -23.0% | 21,399 | $2.0M |
| Thrive Capital Management, LLC | 0.63% | New | 21,061 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -4.8% | 20,959 | $2.0M |
| MKT Advisors LLC | 0.79% | Add +4.7% | 21,175 | $2.0M |
| Balefire, LLC | 0.43% | Add +633.6% | 20,915 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +690933.3% | 20,731 | $2.0M |
| Tradewinds Capital Management, LLC | 0.49% | Reduce -93.9% | 20,582 | $2.0M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -9.4% | 20,398 | $1.9M |
| Lanark Financial, Inc. | 0.16% | Add +302.0% | 20,334 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | No change | 20,025 | $1.9M |
| Coastal Bridge Advisors, LLC | 0.16% | New | 22,961 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Add +16.6% | 19,719 | $1.9M |
| Gentry Private Wealth, LLC | 1.43% | Reduce -13.5% | 19,683 | $1.9M |
| 49 Wealth Management, LLC | 0.20% | Add +19.0% | 19,602 | $1.9M |
| Composition Wealth, LLC | 0.03% | Add +20.9% | 19,472 | $1.9M |
| Belpointe Asset Management LLC | 0.08% | Reduce -4.3% | 19,380 | $1.8M |
| Ring Mountain Capital, LLC | 1.12% | Reduce -0.3% | 18,853 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +13.9% | 19,180 | $1.8M |
| Jericho Financial, LLP | 1.21% | Add +0.7% | 19,174 | $1.8M |
| Koss-Olinger Consulting, LLC | 0.15% | Add +162.7% | 19,065 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 19,028 | $1.8M |
| Camden National Bank | 0.26% | Add +14.3% | 19,018 | $1.8M |
| Rialto Wealth Management, LLC | 0.50% | Reduce -0.0% | 18,951 | $1.8M |
| Turtle Creek Wealth Advisors, LLC | 0.21% | No change | 18,914 | $1.8M |
| HBW Advisory Services LLC | 0.22% | Reduce -0.9% | 18,815 | $1.8M |
| Scott Marsh Financial, LLC | 0.66% | — | 18,672 | $1.8M |
| Fourth Dimension Wealth, LLC | 0.74% | Reduce -6.6% | 18,492 | $1.8M |
| Three Bridge Wealth Advisors, LLC | 0.46% | No change | 18,200 | $1.7M |
| McAdam, LLC | 0.09% | Add +0.9% | 18,192 | $1.7M |
| Voya Financial Advisors, Inc. | 0.17% | New | 18,253 | $1.7M |
| Strategic Wealth Partners, Ltd. | 0.14% | — | 18,046 | $1.7M |
| AMJ Financial Wealth Management | 0.43% | Add +0.8% | 17,999 | $1.7M |
| Summit Investment Advisors, Inc. | 1.41% | Reduce -0.4% | 17,708 | $1.7M |
| White Pine Capital LLC | 0.54% | Add +1.6% | 17,969 | $1.7M |
| Magnolia Capital Advisors LLC | 0.43% | Add +32.4% | 17,951 | $1.7M |
| Optivise Advisory Services LLC | 0.87% | Reduce -1.5% | 17,904 | $1.7M |
| Cornerstone Wealth Group, LLC | 0.13% | Add +68.5% | 17,855 | $1.7M |
| Lifeworks Advisors, LLC | 0.25% | Reduce -1.6% | 17,854 | $1.7M |
| Mather Group, Llc. | 0.02% | Add +11.0% | 17,829 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +11.5% | 17,466 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | Add +10.3% | 17,394 | $1.7M |
| Latitude Advisors, LLC | 0.83% | Add +1.0% | 17,305 | $1.6M |
| Tyler-Stone Wealth Management | 0.26% | Add +2.8% | 17,207 | $1.6M |
| Ignite Planners, LLC | 0.28% | Reduce -2.3% | 16,796 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | No change | 17,024 | $1.6M |
| Visionary Wealth Advisors | 0.08% | Reduce -21.6% | 17,019 | $1.6M |
| Regal Investment Advisors LLC | 0.12% | Reduce -1.5% | 16,837 | $1.6M |
| OneAscent Financial Services LLC | 0.11% | Reduce -5.6% | 16,972 | $1.6M |
| Banco BTG Pactual S.A. | 0.32% | Reduce -35.5% | 16,748 | $1.6M |
| L.M. Kohn & Company | 0.43% | Reduce -13.0% | 16,621 | $1.6M |
| World Equity Group, Inc. | 0.43% | Reduce -30.0% | 16,551 | $1.6M |
| Hershey Financial Advisers, LLC | 1.41% | — | 16,528 | $1.6M |
| Private Client Services, LLC | 0.61% | Reduce -1.2% | 16,496 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -10.2% | 16,311 | $1.6M |
| Arkfeld Wealth Strategies, L.L.C. | 0.61% | Add +0.1% | 16,235 | $1.5M |
| Rik Saylor Financial, Inc. | 1.19% | Reduce -0.0% | 16,194 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.20% | Reduce -16.8% | 15,985 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.89% | Add +8.0% | 15,847 | $1.5M |
| Fiduciary Alliance LLC | 0.11% | Add +15.8% | 15,665 | $1.5M |
| Fragasso Financial Advisors Inc | 0.10% | Reduce -14.6% | 15,558 | $1.5M |
| Commerce Bank | 0.01% | Add +3.3% | 15,436 | $1.5M |
| Arcadia Wealth Management, LLC | 0.64% | Add +11.8% | 15,429 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.61% | Reduce -4.8% | 15,414 | $1.5M |
| Fidelity D & D Bancorp Inc. | 0.89% | No change | 15,263 | $1.5M |
| Better Money Decisions, LLC | 0.88% | Add +0.1% | 15,234 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 15,187 | $1.4M |
| Gryphon Financial Partners LLC | 0.19% | No change | 15,047 | $1.4M |
| First Financial Corp. | 0.64% | No change | 15,032 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -16.4% | 14,850 | $1.4M |
| Interchange Capital Partners, LLC | 0.32% | Reduce -1.7% | 14,685 | $1.4M |
| CW Advisors, LLC | 0.01% | Add +3.3% | 14,556 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Add +9.7% | 14,427 | $1.4M |
| Cerro Pacific Wealth Advisors LLC | 0.38% | New | 14,345 | $1.4M |
| Hutchinson Financial Advisors, INC | 1.53% | — | 14,311 | $1.4M |
| Angeles Wealth Management, LLC | 0.09% | No change | 14,292 | $1.4M |
| PCG Wealth Advisors, LLC | 0.70% | Add +2.1% | 14,284 | $1.4M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Add +5.0% | 14,215 | $1.4M |
| First Horizon Advisors, Inc. | 0.04% | Add +13.6% | 14,201 | $1.4M |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -0.0% | 14,180 | $1.4M |
| rebel Financial LLC | 0.61% | — | 13,992 | $1.3M |
| Jackson, Grant Investment Advisers, Inc. | 0.48% | Add +0.2% | 13,722 | $1.3M |
| LWM Advisory Services, LLC | 0.90% | Reduce -4.3% | 13,714 | $1.3M |
| Ethos Financial Group, LLC | 0.11% | Add +6.7% | 13,643 | $1.3M |
| River Street Advisors LLC | 0.54% | Add +2.8% | 13,137 | $1.3M |
| Centerpoint Advisors, LLC | 0.42% | No change | 13,071 | $1.2M |
| Caldwell Trust Co | 0.12% | Add +5.8% | 12,665 | $1.2M |
| Drive Wealth Management, LLC | 0.26% | Add +8.7% | 12,610 | $1.2M |
| Tilson Financial Group, Inc. | 0.45% | Reduce -6.9% | 12,523 | $1.2M |
| MY Wealth Management Inc. | 1.14% | Reduce -6.6% | 12,460 | $1.2M |
| FreeGulliver LLC | 0.55% | Reduce -15.9% | 12,442 | $1.2M |
| Tempus Wealth Planning, LLC | 0.29% | Reduce -6.7% | 12,335 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Add +36111.8% | 12,312 | $1.2M |
| ABLE Financial Group, LLC | 0.28% | Add +313.9% | 12,296 | $1.2M |
| Vantage Point Financial LLC | 0.51% | Reduce -38.2% | 12,279 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.26% | Reduce -4.1% | 12,275 | $1.2M |
| KM Capital Management Ltd. | 0.57% | Reduce -16.4% | 12,225 | $1.2M |
| Altman Advisors, Inc. | 0.48% | Add +14.9% | 84,115 | $1.2M |
| Twelve Points Wealth Management LLC | 0.31% | No change | 12,209 | $1.2M |
| Swmg, LLC | 0.39% | Add +106.6% | 11,722 | $1.2M |
| Waldron Private Wealth LLC | 0.05% | No change | 12,145 | $1.2M |
| Ayalon Insurance Comp Ltd. | 0.33% | No change | 12,122 | $1.2M |
| Victory Financial Group, LLC | 0.18% | New | 12,091 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -4.5% | 12,037 | $1.1M |
| Claris Financial LLC | 0.85% | Add +1.8% | 11,895 | $1.1M |
| Bay Capital Advisors, LLC | 0.85% | Reduce -4.8% | 11,728 | $1.1M |
| PMG Wealth Management, Inc. | 0.92% | Add +8.1% | 11,722 | $1.1M |
| Bill Few Associates, Inc. | 0.32% | No change | 11,690 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.83% | Reduce -2.3% | 11,660 | $1.1M |
| TFB Advisors LLC | 0.29% | Add +3.4% | 11,566 | $1.1M |
| Potentia Wealth | 0.62% | Reduce -69.8% | 11,467 | $1.1M |
| AdvisorNet Financial, Inc | 0.07% | Add +11.2% | 11,391 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Reduce -18.8% | 11,388 | $1.1M |
| Certified Advisory Corp | 0.11% | Reduce -2.9% | 11,347 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +20.6% | 11,305 | $1.1M |
| Advus Financial Partners, LLC | 0.27% | Reduce -10.8% | 11,130 | $1.1M |
| Wallace Advisory Group, LLC | 0.77% | Reduce -0.1% | 13,177 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.27% | Add +31.0% | 11,108 | $1.1M |
| SevenBridge Financial Group, LLC | 0.19% | Add +9.0% | 10,540 | $1.1M |
| Sovereign Financial Group, Inc. | 0.22% | Reduce -1.1% | 11,073 | $1.1M |
| FineMark National Bank & Trust | 0.04% | New | 11,054 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Reduce -9.3% | 11,005 | $1.0M |
| Orin Green Financial, LLC | 0.44% | No change | 10,961 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -17.4% | 10,881 | $1.0M |
| DGS Capital Management, LLC | 0.21% | Add +0.5% | 10,757 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +13.5% | 10,716 | $1.0M |
| Lantz Financial LLC | 0.25% | Reduce -0.7% | 10,670 | $1.0M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -7.2% | 10,628 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.7% | 10,566 | $1.0M |
| Prosperity Planning, Inc. | 0.41% | Reduce -0.1% | 10,529 | $1.0M |
| Confluence Wealth Services, Inc. | 0.05% | Add +0.6% | 10,468 | $998K |
| SFG Wealth Management, LLC. | 0.59% | Reduce -1.0% | 10,319 | $984K |
| Matauro, LLC | 0.18% | Reduce -22.8% | 10,166 | $969K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Reduce -14.2% | 10,162 | $969K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -9.8% | 11,000 | $967K |
| Compound Planning, Inc. | 0.04% | Add +49.7% | 9,999 | $953K |
| Juncture Wealth Strategies, LLC | 0.34% | Reduce -27.0% | 9,975 | $951K |
| Fiduciary Trust Co | 0.01% | Reduce -11.0% | 9,972 | $951K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -26.0% | 9,874 | $941K |
| Pinion Investment Advisors, LLC | 0.32% | Reduce -55.4% | 9,815 | $936K |
| Significant Wealth Partners LLC | 0.46% | New | 9,811 | $935K |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -26.9% | 9,795 | $934K |
| FC Advisory LLC | 0.29% | Add +0.1% | 9,748 | $929K |
| GGM Financial LLC | 0.54% | Reduce -13.6% | 9,724 | $927K |
| Plante Moran Financial Advisors, LLC | 0.06% | No change | 9,695 | $924K |
| Retirement Planning Group, LLC | 0.04% | Reduce -5.8% | 9,607 | $916K |
| Kelly Financial Services LLC | 0.27% | New | 9,558 | $911K |
| WJ Wealth Management, LLC | 0.29% | Reduce -4.5% | 9,506 | $906K |
| Spire Wealth Management | 0.03% | Reduce -25.4% | 9,336 | $890K |
| OmniStar Financial Group, Inc. | 0.66% | Reduce -0.1% | 9,250 | $882K |
| Arkadios Wealth Advisors | 0.03% | Add +11.1% | 9,165 | $874K |
| Mach-1 Financial Group, LLC | 0.25% | Reduce -6.3% | 9,045 | $862K |
| John W. Brooker & Co., CPAs | 2.02% | Reduce -35.9% | 8,963 | $861K |
| Laurel Wealth Advisors LLC | 0.13% | Add +2.7% | 8,978 | $856K |
| Dahring | Cusmano LLC | 0.67% | Reduce -0.5% | 8,967 | $855K |
| Willner & Heller, LLC | 0.72% | Reduce -3.0% | 8,933 | $851K |
| Rothschild Wealth LLC | 0.21% | New | 8,840 | $843K |
| Texas Yale Capital Corp. | 0.03% | Add +8.0% | 8,789 | $838K |
| PKS Advisory Services, LLC | 0.21% | Add +33.6% | 8,733 | $832K |
| Stephens Inc. | 0.01% | Add +25.6% | 8,592 | $819K |
| 626 Financial, LLC | 0.38% | No change | 8,542 | $814K |
| Prospera Financial Services Inc | 0.02% | Reduce -3.9% | 8,474 | $808K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -3.9% | 8,471 | $807K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Reduce -39.2% | 8,425 | $803K |
| FSB Premier Wealth Management, Inc. | 0.28% | Add +9.8% | 8,371 | $798K |
| Vantage Financial Partners, LLC | 0.18% | Reduce -5.5% | 8,365 | $797K |
| Beacon Bank & Trust | 0.18% | Reduce -15.3% | 8,289 | $790K |
| Schrum Private Wealth Management LLC | 0.63% | Add +0.1% | 8,275 | $789K |
| Leigh Baldwin & Co., LLC | 0.52% | Reduce -0.3% | 8,229 | $784K |
| Procyon Advisors, LLC | 0.07% | Reduce -8.0% | 8,079 | $770K |
| First National Bank of Omaha | 0.05% | No change | 8,067 | $769K |
| Empower Advisory Group, LLC | 0.00% | Add +12.2% | 8,045 | $767K |
| NewEdge Wealth, LLC | 0.01% | Add +20.5% | 7,733 | $763K |
| Iron Horse Wealth Management, LLC | 0.22% | Reduce -1.4% | 7,969 | $760K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.5% | 7,928 | $756K |
| Capital Management Associates, Inc | 0.23% | Reduce -49.9% | 7,769 | $741K |
| 4WEALTH Advisors, Inc. | 0.77% | Add +0.9% | 7,724 | $736K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 7,678 | $732K |
| First Trust Advisors LP | 0.00% | New | 7,675 | $732K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.6% | 7,627 | $727K |
| Coldstream Capital Management Inc. | 0.01% | Add +2679.1% | 7,587 | $723K |
| Wallington Asset Management, LLC | 0.10% | Reduce -9.0% | 7,580 | $723K |
| Two Sigma Securities, LLC | 0.09% | Add +77.9% | 7,558 | $720K |
| Brio Consultants, LLC | 0.10% | Reduce -2.0% | 7,533 | $718K |
| Flagship Private Wealth, LLC | 0.30% | Add +0.9% | 7,484 | $713K |
| Advisory Services Network, LLC | 0.01% | Reduce -90.0% | 7,228 | $712K |
| TFR Capital, LLC. | 0.26% | Add +0.2% | 7,467 | $712K |
| Calton & Associates, Inc. | 0.12% | Add +0.9% | 7,464 | $711K |
| Valpey Financial Services, LLC | 0.49% | — | 7,461 | $711K |
| Focus Financial Network, Inc. | 0.03% | Add +8.4% | 7,426 | $708K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +48.5% | 7,353 | $701K |
| One Charles Private Wealth Services, LLC | 0.20% | Reduce -3.9% | 7,348 | $700K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -9.5% | 7,346 | $700K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -51.6% | 7,331 | $699K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -18.8% | 7,319 | $698K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.7% | 7,306 | $696K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,277 | $694K |
| Accurate Wealth Management, LLC | 0.11% | Add +32.1% | 7,155 | $687K |
| Ellevest, Inc. | 0.11% | Reduce -7.6% | 7,138 | $680K |
| Founders Financial Alliance, LLC | 0.15% | Add +13.8% | 7,109 | $678K |
| Pure Financial Advisors, LLC | 0.01% | Add +21.6% | 7,096 | $676K |
| Robinswood Financial LLC | 0.24% | Add +8241.2% | 7,090 | $676K |
| FFT Wealth Management LLC | 0.13% | Reduce -31.4% | 6,838 | $675K |
| Diversified Enterprises, LLC | 0.05% | Reduce -18.1% | 7,033 | $670K |
| Silverlake Wealth Management LLC | 0.20% | New | 6,975 | $665K |
| Redwood Financial Network Corp | 0.45% | Reduce -0.6% | 6,951 | $663K |
| Glenmede Investment Management, LP | 0.00% | — | 6,948 | $662K |
| IMA Advisory Services, Inc. | 0.07% | Add +24.1% | 6,932 | $661K |
| Rosenblum Silverman Sutton S F Inc. | 0.16% | Add +16.8% | 6,925 | $660K |
| Hiley Hunt Wealth Management | 0.33% | Add +0.0% | 6,861 | $654K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -13.0% | 6,802 | $648K |
| McClarren Financial Advisors, Inc. | 0.42% | Add +34.5% | 6,775 | $646K |
| Richmond Investment Services, LLC | 0.14% | New | 6,742 | $643K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +3.0% | 6,659 | $635K |
| Advyzon Investment Management, LLC | 0.14% | Add +501.7% | 6,637 | $633K |
| Solutions 4 Wealth, Ltd | 1.05% | Reduce -0.9% | 6,626 | $632K |
| Jefferies Financial Group Inc. | 0.01% | Add +10.2% | 6,558 | $625K |
| Crescent Sterling, Ltd. | 0.70% | Reduce -21.9% | 6,525 | $622K |
| Aviso Wealth Management | 0.29% | Add +20.1% | 6,519 | $621K |
| Guerra Advisors Inc | 0.29% | Add +33.4% | 6,517 | $621K |
| Fidelis Capital Partners, LLC | 0.06% | Add +28.3% | 6,239 | $618K |
| Pandora Wealth, Inc. | 0.38% | No change | 6,430 | $613K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -2.6% | 6,370 | $607K |
| Community Bank, N.A. | 0.08% | Reduce -0.3% | 6,293 | $600K |
| Fox Financial, Inc | 0.51% | Reduce -0.5% | 6,277 | $598K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -18.0% | 6,150 | $586K |
| Linscomb Wealth, Inc. | 0.03% | No change | 6,143 | $586K |
| Global View Capital Management LLC | 0.19% | New | 6,119 | $583K |
| Jacobi Capital Management LLC | 0.04% | Add +6.2% | 6,075 | $579K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.0% | 6,072 | $579K |
| Sei Investments Co. | 0.00% | Reduce -10.0% | 6,003 | $572K |
| Innovative Wealth Building LLC | 0.47% | Reduce -46.9% | 5,979 | $570K |
| Commonwealth Financial Services, LLC | 0.11% | Reduce -0.3% | 5,976 | $570K |
| Colonial River Investments, LLC | 0.24% | New | 5,924 | $569K |
| Wealthgarden F.S. LLC | 0.47% | Add +0.6% | 5,773 | $569K |
| Worth Financial Advisory Group, LLC | 0.35% | Reduce -1.1% | 5,946 | $567K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Add +26.2% | 5,907 | $563K |
| Wedmont Private Capital | 0.02% | Add +27.4% | 5,860 | $563K |
| New Century Financial Group, LLC | 0.66% | Reduce -81.5% | 5,880 | $560K |
| Creative Financial Designs Inc. | 0.04% | Add +5.6% | 5,868 | $559K |
| Somerset Trust Co | 0.18% | Reduce -10.2% | 5,778 | $551K |
| Tandem Capital Management Corp. | 0.28% | Reduce -1.3% | 5,720 | $545K |
| Virtue Capital Management, LLC | 0.10% | Reduce -80.3% | 5,705 | $544K |
| Global Financial Private Client, LLC | 0.20% | Add +16.3% | 5,685 | $542K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.1% | 5,673 | $541K |
| Alpha Cubed Investments, LLC | 0.02% | Add +5.0% | 5,642 | $538K |
| Realta Investment Advisors | 0.21% | Add +34.7% | 5,638 | $537K |
| Northeast Planning Associates, Inc. / NH / | 0.49% | Reduce -1.6% | 5,637 | $537K |
| Sovran Advisors, LLC | 0.06% | Reduce -50.7% | 5,611 | $534K |
| QRG Capital Management, Inc. | 0.00% | Add +1.4% | 5,593 | $533K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Add +146.4% | 5,552 | $529K |
| NBW Capital LLC | 0.11% | Reduce -21.3% | 5,507 | $525K |
| ProVise Management Group, LLC | 0.04% | No change | 5,464 | $521K |
| McDonough Capital Management, Inc | 0.29% | Reduce -0.1% | 5,365 | $511K |
| Copley Financial Group, Inc. | 0.38% | Reduce -8.9% | 5,354 | $510K |
| Jessup Wealth Management, Inc | 0.20% | No change | 5,348 | $510K |
| JT Stratford LLC | 0.08% | Add +3.4% | 5,332 | $508K |
| Financial Management Network Inc. | 0.09% | Add +0.2% | 5,285 | $508K |
| Greenleaf Trust | 0.00% | No change | 5,287 | $504K |
| Davies Financial Advisors, Inc. | 0.39% | New | 5,242 | $500K |
| Fusion Capital, LLC | 0.17% | Add +0.1% | 5,231 | $499K |
| Rockline Wealth Management, LLC | 0.12% | Add +1.2% | 5,209 | $497K |
| Triad Wealth Partners, LLC | 0.10% | Add +25.6% | 5,140 | $490K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -3.1% | 5,118 | $488K |
| Kropog Financial Group, LLC | 0.42% | Add +0.1% | 5,084 | $485K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -6.5% | 5,082 | $484K |
| Balentine LLC | 0.02% | Reduce -2.4% | 4,920 | $469K |
| Ballentine Partners, LLC | 0.01% | No change | 4,915 | $468K |
| Retireful, LLC | 0.32% | New | 4,910 | $468K |
| Hilltop Holdings Inc. | 0.03% | Add +30.0% | 4,871 | $464K |
| Arrow Financial Corp | 0.05% | No change | 4,842 | $462K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -1.6% | 4,835 | $461K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.6% | 4,821 | $460K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -19.5% | 4,820 | $459K |
| Tucker Asset Management LLC | 0.15% | No change | 4,808 | $458K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $458K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $456K |
| Paladin Advisory Group, LLC | 0.34% | Reduce -3.4% | 4,740 | $452K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -11.3% | 4,655 | $444K |
| Tactive Advisors, LLC | 0.14% | — | 4,600 | $438K |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.5% | 4,575 | $436K |
| TCP Asset Management, LLC | 0.09% | Add +3.4% | 4,573 | $436K |
| Samalin Investment Counsel, LLC | 0.17% | Reduce -4.2% | 4,561 | $435K |
| Ballast, Inc. | 0.11% | Reduce -4.6% | 4,554 | $434K |
| Americana Partners, LLC | 0.01% | No change | 4,505 | $429K |
| Csenge Advisory Group | 0.02% | Reduce -4.4% | 4,717 | $423K |
| Accel Wealth Management | 0.14% | Add +0.0% | 4,432 | $422K |
| Prostatis Group LLC | 0.12% | Reduce -16.4% | 4,398 | $419K |
| Brian Low Financial Group, LLC | 0.39% | — | 4,380 | $418K |
| Nwam LLC | 0.02% | Add +33.6% | 4,219 | $413K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,330 | $413K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.3% | 4,316 | $411K |
| Vanguard Group Inc. | 0.00% | Add +4.8% | 4,307 | $411K |
| KPP Advisory Services LLC | 0.07% | Reduce -77.0% | 4,304 | $410K |
| RMR Wealth Builders | 0.04% | Add +10.3% | 4,304 | $410K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -6.1% | 4,290 | $409K |
| Arax Advisory Partners | 0.02% | Add +288.3% | 4,279 | $408K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +16.9% | 4,264 | $406K |
| Abbot Financial Management, Inc. | 0.19% | No change | 4,250 | $405K |
| Donaldson Capital Management, LLC | 0.01% | Add +2.1% | 4,212 | $401K |
| Bogart Wealth, LLC | 0.02% | Add +0.1% | 4,191 | $400K |
| Level Four Advisory Services, LLC | 0.01% | Add +15.6% | 4,190 | $399K |
| Beacon Capital Management, LLC | 0.05% | Add +40.0% | 4,169 | $397K |
| Sonata Capital Group Inc. | 0.15% | No change | 4,061 | $387K |
| AIFG Consultants Ltd. | 0.75% | Reduce -84.0% | 4,058 | $387K |
| Eagle Global Advisors LLC | 0.02% | Reduce -21.1% | 4,030 | $384K |
| Delta Capital Management LLC | 0.22% | No change | 4,000 | $381K |
| FWG Investments, LLC. | 0.29% | New | 3,978 | $379K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | No change | 3,946 | $376K |
| Everstar Asset Management, LLC | 0.23% | Reduce -26.0% | 3,935 | $375K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.9% | 3,925 | $374K |
| RBA Wealth Management, LLC | 0.14% | Add +1.4% | 3,915 | $373K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -5.0% | 3,890 | $371K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -0.9% | 3,886 | $370K |
| Apeiron RIA LLC | 0.10% | Reduce -6.3% | 3,883 | $370K |
| XTX Topco Ltd | 0.02% | New | 3,868 | $369K |
| New Covenant Trust Company, N.A. | 0.33% | No change | 3,869 | $367K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 3,820 | $364K |
| Keebeck Wealth Management | 0.05% | No change | 3,809 | $363K |
| Centurion Wealth Management LLC | 0.10% | Reduce -33.7% | 3,794 | $362K |
| LifeGoal Investments, LLC | 0.34% | Reduce -0.5% | 3,775 | $360K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -94.2% | 3,760 | $358K |
| GAMCO Investors | 0.00% | New | 3,750 | $357K |
| Keener Financial Planning LLC | 0.18% | New | 3,744 | $356K |
| Stiles Financial Services Inc | 0.12% | Reduce -5.8% | 3,732 | $356K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -15.9% | 3,726 | $355K |
| Wedbush Securities Inc. | 0.01% | Add +40.4% | 3,709 | $354K |
| Lion Street Advisors, LLC | 0.11% | Add +47.1% | 3,711 | $354K |
| Amara Financial, Llc. | 0.31% | Add +0.0% | 3,697 | $352K |
| Simon Quick Advisors, LLC | 0.02% | New | 3,667 | $350K |
| Cozad Asset Management Inc. | 0.03% | Add +6.5% | 3,661 | $349K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 3,659 | $349K |
| Mayfair Advisory Group, LLC | 0.16% | Add +0.7% | 3,468 | $344K |
| Ironwood Financial, llc | 0.07% | No change | 4,250 | $342K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.1% | 3,592 | $339K |
| Madden Advisory Services, Inc. | 0.14% | No change | 3,538 | $337K |
| Coordinated Financial Services, Inc. | 0.24% | — | 3,537 | $337K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | New | 3,558 | $336K |
| Financial & Tax Architects, LLC | 0.08% | New | 3,520 | $336K |
| Inspire Trust Co, N.A. | 0.07% | Reduce -84.8% | 3,507 | $334K |
| Topsail Wealth Management, LLC | 0.06% | Add +0.1% | 3,460 | $330K |
| Olistico Wealth, LLC | 0.18% | Reduce -0.2% | 3,437 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.5% | 3,436 | $327K |
| Chris Bulman Inc | 0.19% | Reduce -16.7% | 3,424 | $326K |
| Dohj, LLC | 0.09% | Reduce -5.7% | 4,170 | $326K |
| Ground Swell Capital, LLC | 0.53% | New | 3,395 | $324K |
| Apella Capital, LLC | 0.01% | New | 3,383 | $323K |
| Moors & Cabot, Inc. | 0.01% | Add +0.4% | 3,383 | $322K |
| Fulcrum Equity Management | 0.33% | New | 3,365 | $321K |
| Tevis Investment Management | 0.20% | New | 3,355 | $320K |
| Cornerstone Financial Group, LLC | 0.27% | No change | 3,347 | $319K |
| Johnson Investment Counsel Inc. | 0.00% | Add +21.4% | 3,342 | $319K |
| D.A. Davidson & Co. | 0.00% | Add +26.4% | 3,327 | $317K |
| EWG Elevate Inc. | 0.10% | No change | 3,308 | $315K |
| Drucker Wealth 3.0, LLC | 0.06% | New | 3,218 | $309K |
| ETF Store, Inc. | 0.36% | Add +0.1% | 3,237 | $309K |
| Sherman Asset Management, Inc. | 0.27% | Add +7.5% | 3,229 | $308K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,226 | $307K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -6.5% | 3,221 | $307K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 3,213 | $306K |
| DRW Securities, LLC | 0.02% | New | 3,210 | $306K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -1.3% | 3,197 | $305K |
| BlackDiamond Wealth Management, LLC | 0.18% | Add +8.4% | 3,220 | $304K |
| SageView Advisory Group, LLC | 0.01% | Reduce -24.8% | 3,061 | $303K |
| FLP Wealth Management, LLC | 0.85% | New | 3,170 | $302K |
| Ieq Capital, LLC | 0.00% | New | 3,163 | $301K |
| Crowley Wealth Management, Inc. | 0.27% | No change | 3,156 | $301K |
| Eclectic Associates Inc. | 0.07% | Reduce -0.1% | 3,151 | $300K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -6.9% | 3,151 | $300K |
| Snider Financial Group | 0.09% | Reduce -6.8% | 3,146 | $300K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.8% | 3,142 | $300K |
| First National Corp. /Ma/ | 0.06% | No change | 3,119 | $297K |
| Parallel Advisors, LLC | 0.01% | Add +7.9% | 3,116 | $297K |
| ZEGA Investments, LLC | 0.07% | New | 3,099 | $295K |
| Brighton Jones LLC | 0.01% | New | 3,093 | $295K |
| Leo Wealth, LLC | 0.02% | New | 3,090 | $295K |
| Solano Wealth Investment Advisors LLC | 0.15% | No change | 3,080 | $294K |
| Reyes Financial Architecture, Inc. | 0.25% | No change | 3,058 | $291K |
| Condor Capital Management | 0.03% | Reduce -0.6% | 3,047 | $290K |
| Stratos Investment Management, LLC | 0.01% | Reduce -31.0% | 3,042 | $290K |
| Crown Wealth Group, LLC | 0.11% | Add +2.9% | 3,040 | $290K |
| Warner Financial, Inc. | 0.12% | Add +0.2% | 3,036 | $289K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 3,030 | $289K |
| Oregon Pacific Wealth Management, LLC | 0.27% | New | 3,024 | $288K |
| StoneX Group Inc. | 0.01% | New | 3,008 | $287K |
| Bokf, NA | 0.00% | Add +81.7% | 3,007 | $287K |
| Valued Retirements, Inc. | 0.32% | No change | 3,004 | $286K |
| Infinity Wealth Counsel, LLC | 0.29% | No change | 3,000 | $286K |
| Matrix Asset Advisors Inc. | 0.03% | Reduce -4.5% | 2,998 | $286K |
| Montz Harcus Wealth Management LLC | 0.14% | New | 2,993 | $285K |
| Ballast Advisors LLC | 0.08% | Add +0.8% | 2,991 | $285K |
| Grantvest Financial Group LLC | 0.21% | Add +0.0% | 2,986 | $285K |
| Investment Partners, LTD. | 0.11% | No change | 2,980 | $284K |
| Mustard Seed Financial, LLC | 0.20% | Add +6.5% | 2,970 | $283K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.8% | 2,946 | $281K |
| Regions Financial Corp. | 0.00% | Reduce -32.0% | 2,938 | $280K |
| Fiduciary Group, LLC | 0.03% | Reduce -13.4% | 2,920 | $278K |
| Maltin Wealth Management, Inc. | 0.12% | Add +2.8% | 2,902 | $277K |
| Laraway Financial Advisors Inc | 0.21% | Add +0.0% | 2,898 | $276K |
| GK Wealth Management LLC | 0.27% | Add +0.3% | 2,879 | $274K |
| STAR Financial Bank | 0.17% | Reduce -13.3% | 2,864 | $273K |
| Choate Investment Advisors | 0.01% | No change | 2,861 | $273K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,852 | $272K |
| Summit X, LLC | 0.05% | Add +0.6% | 2,844 | $271K |
| Post Resch Tallon Group Inc. | 0.26% | Reduce -38.1% | 2,836 | $270K |
| Traction Financial Partners, LLC | 0.18% | New | 2,836 | $270K |
| Peak Asset Management, LLC | 0.05% | No change | 2,833 | $270K |
| Future Fund LLC | 0.12% | New | 2,810 | $268K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $268K |
| Lloyd Advisory Services, LLC. | 0.13% | New | 2,789 | $266K |
| Sowell Financial Services LLC | 0.01% | Reduce -38.1% | 2,785 | $266K |
| Retirement Solution LLC | 0.07% | New | 2,776 | $265K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -21.1% | 2,773 | $264K |
| Neuberger Berman Group LLC | 0.00% | New | 2,772 | $264K |
| Sage Rhino Capital LLC | 0.06% | No change | 2,771 | $264K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $263K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +0.0% | 2,741 | $261K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,732 | $260K |
| Old Second National Bank of Aurora | 0.06% | Add +1.0% | 2,731 | $260K |
| RS Crum Inc. | 0.06% | No change | 2,722 | $259K |
| Maripau Wealth Management LLC | 0.13% | New | 2,774 | $259K |
| von Borstel & Associates, Inc. | 0.07% | Reduce -0.8% | 2,633 | $259K |
| Traynor Capital Management, Inc. | 0.02% | New | 2,739 | $258K |
| Johnson Financial Group, Inc. | 0.01% | Add +125.4% | 2,700 | $257K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 2,694 | $257K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -5.9% | 2,693 | $257K |
| MGB Wealth Management, LLC | 0.08% | Add +0.5% | 2,672 | $255K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -69.8% | 2,661 | $253K |
| Clark Asset Management, LLC | 0.03% | No change | 2,654 | $253K |
| Ascentis Wealth Management, LLC | 0.07% | Reduce -1.5% | 2,678 | $253K |
| LRI Investments, LLC | 0.02% | No change | 2,647 | $252K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -13.6% | 2,637 | $251K |
| Plimoth Trust Co. LLC | 0.06% | Reduce -0.8% | 2,627 | $250K |
| TD Private Client Wealth LLC | 0.01% | New | 2,615 | $249K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $249K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,604 | $248K |
| Falcon Wealth Planning | 0.02% | Reduce -34.6% | 2,583 | $246K |
| Wealthfront Advisers LLC | 0.00% | New | 2,582 | $246K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,579 | $246K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | Add +1.2% | 2,577 | $246K |
| First Citizens Financial Corp | 0.13% | New | 2,571 | $245K |
| GAMMA Investing LLC | 0.02% | New | 2,557 | $244K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 2,554 | $243K |
| FAS Wealth Partners, Inc. | 0.02% | Add +3.0% | 2,524 | $241K |
| Mainsail Asset Management, LLC | 0.15% | No change | 2,516 | $240K |
| Brooklyn Investment Group | 0.03% | Add +23.0% | 2,489 | $237K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -22.7% | 2,463 | $235K |
| Roman Butler Fullerton & Co. | 0.07% | New | 2,366 | $233K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | Reduce -2.4% | 2,440 | $233K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.1% | 2,446 | $231K |
| Edgestream Partners, L.P. | 0.01% | New | 2,409 | $230K |
| Argent Trust Co | 0.01% | New | 2,396 | $228K |
| PUREfi Wealth, LLC | 0.18% | New | 2,346 | $224K |
| WNY Asset Management, LLC | 0.02% | Reduce -82.8% | 2,337 | $223K |
| Petros Family Wealth, LLC | 0.20% | New | 2,328 | $222K |
| Blue Trust, Inc. | 0.00% | Add +4.0% | 2,280 | $217K |
| Gemmer Asset Management LLC | 0.02% | New | 2,275 | $217K |
| Bernardo Wealth Planning LLC | 0.05% | New | 2,245 | $214K |
| Independent Solutions Wealth Management, LLC | 0.04% | New | 2,239 | $213K |
| Talon Private Wealth, LLC | 0.03% | New | 2,221 | $212K |
| Second Line Capital, LLC | 0.05% | New | 2,220 | $212K |
| SlateStone Wealth, LLC | 0.02% | New | 2,210 | $211K |
| Trueblood Wealth Management, LLC | 0.09% | New | 2,200 | $210K |
| Absolute Capital Management, LLC | 0.11% | New | 2,197 | $209K |
| Trexquant Investment LP | 0.00% | Reduce -61.3% | 2,188 | $209K |
| MFA Wealth Services | 0.16% | New | 2,183 | $208K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,170 | $207K |
| waypoint wealth counsel | 0.10% | New | 2,157 | $206K |
| Cibc World Market Inc. | 0.00% | New | 2,150 | $205K |
| SMART Wealth LLC | 0.06% | New | 2,134 | $203K |
| Novem Group | 0.03% | New | 2,122 | $202K |
| Towne Trust Company, N.A | 0.07% | Add +57.6% | 2,120 | $202K |
| Moseley Investment Management Inc. | 0.07% | Reduce -33.8% | 2,117 | $202K |
| Bensler, LLC | 0.02% | New | 2,103 | $200K |
| GeoWealth Management, LLC | 0.01% | Reduce -84.4% | 2,075 | $198K |
| Bessemer Group Inc. | 0.00% | Add +2.6% | 2,021 | $193K |
| Rothschild Investment LLC | 0.01% | Add +8.7% | 2,021 | $193K |
| National Bank of Canada | 0.00% | Add +59.2% | 1,981 | $189K |
| TCTC Holdings, LLC | 0.01% | New | 1,980 | $189K |
| Avion Wealth | 0.04% | Add +4.9% | 1,959 | $186K |
| Eastern Bank | 0.00% | No change | 1,950 | $186K |
| Insight Inv LLC | 0.12% | New | 1,815 | $173K |
| Independence Bank of Kentucky | 0.02% | No change | 1,815 | $173K |
| Morling Financial Advisors, LLC | 0.06% | No change | 1,781 | $170K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $170K |
| Westside Investment Management, Inc. | 0.03% | New | 1,775 | $167K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $162K |
| Sound Income Strategies, LLC | 0.01% | Add +35.3% | 1,659 | $158K |
| Scarborough Advisors, LLC | 0.03% | New | 1,651 | $157K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2575.4% | 1,632 | $156K |
| Evolution Wealth Management Inc. | 0.19% | — | 1,613 | $154K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,600 | $153K |
| Private Wealth Asset Management, LLC | 0.02% | New | 1,574 | $150K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $149K |
| Colonial Trust Co / SC | 0.02% | No change | 1,548 | $148K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $145K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 1,299 | $128K |
| Clear Investment Research, LLC | 0.16% | Add +0.1% | 1,332 | $127K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -0.1% | 1,331 | $127K |
| Prestige Wealth Management Group LLC | 0.02% | Add +10.4% | 1,273 | $121K |
| Copia Wealth Management | 0.10% | Add +0.3% | 1,263 | $120K |
| Fairman Group, LLC | 0.10% | No change | 1,250 | $119K |
| Howe & Rusling Inc. | 0.01% | Add +69.5% | 1,246 | $119K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 1,246 | $119K |
| Rosenberg Matthew Hamilton | 0.03% | New | 1,245 | $119K |
| CENTRAL TRUST Co | 0.00% | No change | 1,227 | $117K |
| Nova Wealth Management, Inc. | 0.08% | Add +12.2% | 1,200 | $114K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $113K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,162 | $111K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,094 | $104K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 1,078 | $103K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 1,035 | $99K |
| Ameriflex Group, Inc. | 0.05% | Add +65.7% | 1,027 | $97K |
| ORG Partners LLC | 0.02% | Reduce -79.2% | 1,017 | $96K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +2.7% | 982 | $94K |
| Future Financial Wealth Managment LLC | 0.06% | Reduce -16.3% | 973 | $93K |
| Clearstead Advisors, LLC | 0.00% | Add +98.6% | 967 | $92K |
| Whittier Trust Co. | 0.00% | No change | 944 | $90K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 943 | $90K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -2.5% | 934 | $89K |
| Coston, McIsaac & Partners | 0.02% | No change | 935 | $89K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -11.8% | 918 | $87K |
| Providence Capital Advisors, LLC | 0.02% | New | 913 | $87K |
| Crewe Advisors LLC | 0.01% | Add +386.8% | 886 | $84K |
| Salem Investment Counselors Inc. | 0.00% | Add +5.9% | 864 | $82K |
| Truvestments Capital LLC | 0.02% | No change | 863 | $82K |
| Spirit of America Management Corp. | 0.02% | Reduce -36.8% | 831 | $81K |
| Costello Asset Management, INC | 0.03% | No change | 835 | $80K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $71K |
| Stephens Consulting, LLC | 0.02% | No change | 720 | $69K |
| Ancora Advisors LLC | 0.00% | No change | 709 | $68K |
| NFSG Corp | 0.01% | Add +4.1% | 705 | $67K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +0.1% | 705 | $67K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Reduce -26.8% | 700 | $67K |
| Gen-Wealth Partners Inc | 0.03% | No change | 700 | $67K |
| Hughes Financial Services, LLC | 0.01% | No change | 651 | $64K |
| Steph & Co. | 0.02% | No change | 663 | $63K |
| Luminist Capital LLC | 0.06% | No change | 663 | $63K |
| Richardson Financial Services Inc. | 0.04% | New | 660 | $62K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 772 | $62K |
| Creekmur Asset Management LLC | 0.01% | No change | 625 | $60K |
| City Holding Co. | 0.01% | No change | 610 | $58K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $57K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 589 | $56K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 556 | $53K |
| Russell Investments Group, Ltd. | 0.00% | Add +138.0% | 545 | $52K |
| VSM Wealth Advisory, LLC | 0.02% | Add +9.9% | 523 | $50K |
| Park Square Financial Group, LLC | 0.03% | Add +338.5% | 456 | $43K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $43K |
| Security National Bank | 0.01% | No change | 443 | $42K |
| Pineridge Advisors LLC | 0.01% | Reduce -0.3% | 406 | $39K |
| Pacifica Partners Inc. | 0.02% | Add +1562.5% | 399 | $38K |
| Barrett & Company, Inc. | 0.01% | No change | 395 | $38K |
| Tompkins Financial Corp. | 0.00% | New | 380 | $36K |
| Integrity Financial Corp | 0.02% | Add +0.8% | 374 | $36K |
| SJS Investment Consulting Inc. | 0.01% | No change | 339 | $32K |
| Atlantic Private Wealth, LLC | 0.02% | New | 312 | $30K |
| Rakuten Securities, Inc. | 0.01% | Add +43.5% | 310 | $30K |
| Wolff Wiese Magana LLC | 0.02% | No change | 306 | $29K |
| Quaker Wealth Management, LLC | 0.01% | — | 301 | $29K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 301 | $29K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $29K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 300 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $28K |
| BankPlus Trust Department | 0.01% | No change | 289 | $28K |
| CVA Family Office, LLC | 0.00% | No change | 286 | $27K |
| MCF Advisors LLC | 0.00% | No change | 283 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +7.5% | 271 | $26K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -58.5% | 269 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $22K |
| Headlands Technologies LLC | 0.00% | Reduce -92.4% | 230 | $22K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $21K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 215 | $20K |
| Valued Wealth Advisors LLC | 0.01% | No change | 212 | $20K |
| Marshall & Sullivan Inc. | 0.01% | New | 208 | $20K |
| HM Payson & Co. | 0.00% | Reduce -88.9% | 188 | $18K |
| Frazier Financial Advisors, LLC | 0.01% | Add +866.7% | 174 | $17K |
| Hager Investment Management Services, LLC | 0.01% | No change | 165 | $16K |
| Affinity Wealth LLC | 0.01% | New | 164 | $16K |
| Horizons Wealth Management | 0.01% | No change | 158 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 138 | $13K |
| Nemes Rush Group LLC | 0.00% | Reduce -52.9% | 136 | $13K |
| Northwest Capital Management Inc | 0.01% | Reduce -78.1% | 127 | $12K |
| NBT Bank, N.A. | 0.00% | Reduce -27.8% | 127 | $12K |
| Deutsche Bank AG | 0.00% | Reduce -31.7% | 125 | $12K |
| WPG Advisers, LLC | 0.01% | No change | 124 | $12K |
| Pacific Center for Financial Services | 0.00% | No change | 121 | $12K |
| Morse Asset Management, Inc | 0.00% | No change | 116 | $11K |
| University of Texas/Texas Am Investment Management Co. | 0.00% | New | 107 | $10K |
| Bangor Savings Bank | 0.00% | No change | 101 | $10K |
| Atlantic Union Bankshares Corp | 0.00% | New | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $9K |
| Transce3nd, LLC | 0.00% | Reduce -13.3% | 91 | $9K |
| Abound Wealth Management | 0.00% | Add +34.3% | 90 | $9K |
| Breakwater Investment Management | 0.00% | No change | 88 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 86 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 84 | $8K |
| Team Financial Group, LLC | 0.00% | New | 83 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 76 | $7K |
| Main Street Group, LTD | 0.00% | No change | 72 | $7K |
| Addison Advisors LLC | 0.00% | New | 71 | $7K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -65.7% | 68 | $6K |
| Archer Investment Corp | 0.00% | New | 61 | $6K |
| TD Capital Management LLC | 0.00% | No change | 59 | $6K |
| Rossby Financial, LCC | 0.00% | New | 58 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 56 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $5K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $5K |
| Painted Porch Advisors LLC | 0.00% | Reduce -60.7% | 46 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 43 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -96.5% | 37 | $4K |
| Logan Capital Management Inc. | 0.00% | No change | 40 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | Add +100.0% | 40 | $4K |
| Centricity Wealth Management, LLC | 0.00% | Add +12.5% | 36 | $3K |
| Garde Capital, Inc. | 0.00% | No change | 33 | $3K |
| Spurstone Advisory Services, LLC | 0.04% | No change | 31 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 27 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | New | 28 | $3K |
| Tower View Wealth Management LLC | 0.00% | No change | 27 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 25 | $2K |
| Alerus Financial NA | 0.00% | New | 17 | $2K |
| Broadwater Capital Management LLC | 0.00% | Add +9433.3% | 1,430 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 12 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 12 | $1K |
| West Branch Capital LLC | 0.00% | Reduce -82.1% | 10 | $954 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 6 | $572 |
| Clark Wealth Partners | 0.00% | New | 6 | $572 |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $477 |
| REAP Financial Group, LLC | 0.00% | No change | 3 | $286 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 2 | $191 |
"% 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.