SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q3 2025 (September 30)1,220holders +51
103new positions
39sold out
5famous investors
$104.30avg. 13F price*
At the end of Q3 2025, 1,220 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 51 from Q2 2025. 103 opened new positions and 39 sold out. The largest holders were LPL Financial LLC ($4.1B), Financial Engines Advisors L.L.C. ($1.9B) and Goldman Sachs Group Inc. ($1.5B). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $531.6M |
| Exits | 39 | $82.8M |
All 13F filers, Q2 2025 → Q3 2025: 27,130,880 shares bought and 11,936,283 shares sold, net +15,194,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,220 holders
| LPL Financial LLC | 1.20% | Add +3.5% | 39,178,649 | $4.1B |
| Financial Engines Advisors L.L.C. | 3.59% | Reduce -6.5% | 17,992,952 | $1.9B |
| Goldman Sachs Group Inc. | 0.22% | Add +303.9% | 14,228,012 | $1.5B |
| Allworth Financial LP | 5.27% | Add +0.4% | 11,394,840 | $1.2B |
| Envestnet Asset Management Inc. | 0.33% | Add +7.4% | 10,982,338 | $1.1B |
| Ameriprise Financial Inc. | 0.24% | Add +0.6% | 9,914,602 | $1.0B |
| Morgan Stanley | 0.05% | Add +0.8% | 8,279,762 | $865.3M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.4% | 5,510,197 | $575.9M |
| Horizon Investments, LLC | 7.33% | Reduce -5.3% | 5,336,660 | $557.7M |
| Equitable Holdings, Inc. | 4.03% | Reduce -2.0% | 5,242,970 | $547.9M |
| Valmark Advisers, Inc. | 6.28% | Add +1.1% | 4,645,016 | $485.5M |
| HB Wealth Management, LLC | 3.26% | Add +9.2% | 4,769,364 | $479.8M |
| Vantagepoint Investment Advisers LLC | 3.83% | New | 4,488,013 | $469.0M |
| UBS Group AG | 0.09% | Reduce -0.3% | 4,248,155 | $444.0M |
| Raymond James Financial Inc. | 0.13% | Add +3.8% | 3,970,236 | $414.9M |
| Orgel Wealth Management, LLC | 9.13% | Reduce -1.7% | 3,828,393 | $400.1M |
| Dynasty Wealth Management, LLC | 5.13% | Add +18.7% | 3,673,763 | $383.9M |
| Advisory Alpha, LLC | 10.36% | Add +4.6% | 3,538,081 | $372.0M |
| Quotient Wealth Partners, LLC | 10.10% | Reduce -2.7% | 3,528,500 | $368.8M |
| Bank of America Corp. | 0.03% | Reduce -1.4% | 3,380,132 | $353.3M |
| Cetera Investment Advisers | 0.39% | Add +18.3% | 3,195,915 | $334.0M |
| AE Wealth Management LLC | 2.01% | Add +10.8% | 3,010,419 | $314.6M |
| Wells Fargo & Company | 0.06% | Add +19.6% | 2,974,157 | $310.8M |
| Cwm, LLC | 0.87% | Add +4.3% | 2,774,152 | $289.9M |
| Royal Bank of Canada | 0.05% | Add +5.1% | 2,654,005 | $277.4M |
| Willis Johnson & Associates, Inc. | 16.61% | Add +5.1% | 2,565,787 | $268.2M |
| Osaic Holdings, Inc. | 0.36% | Add +3.9% | 2,576,780 | $260.5M |
| Truist Financial Corp. | 0.34% | Add +17.0% | 2,409,738 | $251.8M |
| HighTower Advisors, LLC | 0.28% | Add +2.5% | 2,373,083 | $248.0M |
| Kestra Investment Management, LLC | 6.58% | Add +6.5% | 2,346,137 | $245.2M |
| NorthRock Partners, LLC | 4.03% | Reduce -2.5% | 2,133,192 | $222.9M |
| Private Advisor Group, LLC | 1.06% | Reduce -15.4% | 2,068,650 | $216.2M |
| Tiaa Trust, National Association | 0.52% | Add +0.4% | 2,038,786 | $213.1M |
| SCS Capital Management LLC | 2.16% | Add +3.4% | 1,898,383 | $198.4M |
| Connecticut Wealth Management, LLC | 8.70% | Add +8.8% | 1,875,061 | $196.0M |
| FMR LLC | 0.01% | Reduce -3.4% | 1,852,254 | $193.6M |
| Commonwealth Equity Services, LLC | 0.22% | Reduce -2.6% | 1,619,878 | $169.3M |
| Savant Capital, LLC | 1.00% | Reduce -3.8% | 1,580,037 | $165.1M |
| Nicolet Advisory Services, LLC | 12.54% | Add +0.2% | 1,538,449 | $161.2M |
| Gerber Kawasaki Wealth & Investment Management | 5.48% | Reduce -3.2% | 1,527,305 | $159.6M |
| CoreCap Advisors, LLC | 5.79% | Add +1.6% | 1,522,553 | $159.1M |
| Focused Wealth Management, Inc | 16.26% | Reduce -2.3% | 1,438,342 | $150.3M |
| Kingsview Wealth Management, LLC | 2.21% | Add +2.4% | 1,386,615 | $144.9M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +1.5% | 1,342,431 | $140.3M |
| Mariner, LLC | 0.18% | Add +3.5% | 1,331,083 | $139.1M |
| Syntegra Private Wealth Group, LLC | 12.81% | Reduce -0.2% | 1,299,719 | $135.8M |
| Prudential Financial Inc. | 0.15% | Add +3.5% | 1,237,670 | $129.3M |
| Old National Bancorp | 2.19% | Add +3.0% | 1,223,743 | $127.9M |
| First National Trust Co | 4.21% | Reduce -2.3% | 1,174,652 | $122.8M |
| AlphaStar Capital Management, LLC | 9.92% | Reduce -3.4% | 1,101,125 | $115.1M |
| Stifel Financial Corp. | 0.10% | Add +12.4% | 1,055,479 | $110.3M |
| Octavia Wealth Advisors, LLC | 10.89% | Add +1.4% | 1,046,805 | $109.4M |
| MML Investors Services, LLC | 0.28% | Add +2.0% | 1,020,620 | $106.7M |
| Clark Capital Management Group, Inc. | 0.67% | Reduce -6.4% | 1,016,284 | $106.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.63% | Reduce -0.2% | 987,850 | $103.2M |
| Integrated Wealth Concepts LLC | 0.92% | Add +2.6% | 979,578 | $102.4M |
| KWB Wealth | 10.87% | Reduce -6.5% | 1,031,908 | $98.4M |
| Flagship Harbor Advisors, LLC | 4.17% | Reduce -4.4% | 917,608 | $95.9M |
| Exchange Traded Concepts, LLC | 0.90% | Reduce -13.9% | 903,546 | $94.4M |
| Strategic Financial Concepts, LLC | 13.29% | Add +2.8% | 875,270 | $91.5M |
| Founders Financial Securities LLC | 6.20% | Add +20.5% | 871,941 | $91.1M |
| Compton Financial Group, LLC | 21.82% | Add +2.2% | 866,834 | $90.6M |
| Cannon Financial Strategists, Inc. | 12.42% | Add +1.4% | 830,316 | $86.8M |
| Corient Private Wealth LP | 0.13% | Add +9.3% | 825,616 | $85.8M |
| Waverly Advisors, LLC | 0.85% | Add +3.5% | 814,248 | $85.1M |
| Black Swift Group, LLC | 14.88% | Add +20.3% | 807,463 | $84.4M |
| Mainstay Capital Management LLC | 8.38% | Reduce -26.4% | 799,994 | $83.6M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Reduce -10.6% | 740,640 | $77.4M |
| Benjamin Edwards Inc. | 0.87% | Add +14.1% | 740,084 | $77.3M |
| Creative Planning | 0.06% | Add +0.2% | 736,594 | $77.0M |
| First Command Advisory Services, Inc. | 0.55% | Reduce -0.6% | 729,730 | $76.3M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +8.1% | 713,704 | $74.6M |
| Composition Wealth, LLC | 1.11% | Add +3540.8% | 708,945 | $74.1M |
| Ackerman Capital Advisors, LLC | 15.46% | Add +5.1% | 706,472 | $73.8M |
| Klingman & Associates, LLC | 3.61% | Reduce -4.3% | 684,950 | $71.6M |
| Reston Wealth Management LLC | 22.77% | Add +0.2% | 674,839 | $70.5M |
| RFG Advisory, LLC | 1.37% | Reduce -23.6% | 633,446 | $66.2M |
| Diversify Wealth Management, LLC | 3.76% | Add +4.2% | 600,237 | $65.2M |
| ESL Trust Services, LLC | 12.79% | Reduce -2.6% | 623,597 | $65.2M |
| Kestra Advisory Services, LLC | 0.30% | Add +2.0% | 621,475 | $65.0M |
| SilverOak Wealth Management LLC | 10.92% | Add +4.8% | 619,161 | $64.7M |
| CIBC Private Wealth Group LLC | 0.11% | Add +101.1% | 601,566 | $62.9M |
| Canandaigua National Bank & Trust Co. | 5.30% | Add +0.9% | 576,979 | $60.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 26.62% | Reduce -1.2% | 564,911 | $59.0M |
| IHT Wealth Management, LLC | 1.48% | Add +1.3% | 559,378 | $58.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.4% | 555,110 | $58.1M |
| Convergence Financial, LLC | 8.50% | Add +27.5% | 541,535 | $56.6M |
| Perennial Investment Advisors, LLC | 4.42% | Reduce -4.5% | 512,373 | $53.5M |
| Oarsman Capital, Inc. | 7.39% | Add +6.1% | 504,155 | $52.7M |
| Courier Capital LLC | 3.00% | Add +1.1% | 501,035 | $52.4M |
| CGN Advisors LLC | 4.25% | Add +0.1% | 494,929 | $51.7M |
| Merit Financial Group, LLC | 0.47% | Reduce -5.9% | 494,220 | $51.7M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -18.3% | 483,951 | $50.6M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +2.1% | 477,030 | $49.9M |
| Rodgers & Associates, LTD | 5.14% | Reduce -2.2% | 476,783 | $49.8M |
| Jones Financial Companies LLLP | 0.03% | Add +14.2% | 473,154 | $49.1M |
| Truefg, LLC | 12.96% | Reduce -4.9% | 448,683 | $46.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -88.0% | 426,655 | $44.6M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +28.8% | 419,328 | $43.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.87% | Add +3.4% | 417,295 | $43.6M |
| Nottingham Advisors, Inc. | 6.00% | Reduce -4.7% | 413,795 | $43.2M |
| Waterloo Capital, L.P. | 3.19% | Add +8.9% | 410,427 | $42.9M |
| ERn Financial, LLC | 8.28% | Add +1.5% | 401,200 | $41.9M |
| Garrett Wealth Advisory Group, LLC | 8.04% | Add +1.3% | 394,516 | $41.2M |
| Woodard & Co. Asset Management Group Inc. | 6.67% | Reduce -2.8% | 392,550 | $41.0M |
| Buska Wealth Management, LLC | 12.27% | Reduce -15.8% | 391,209 | $40.9M |
| Nicolet Bankshares Inc. | 6.54% | Reduce -1.3% | 389,108 | $40.7M |
| Citizens Financial Group Inc. | 0.56% | Add +7.5% | 388,422 | $40.6M |
| Kestra Private Wealth Services, LLC | 0.53% | Add +3.3% | 387,571 | $40.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +227.3% | 384,190 | $40.1M |
| Shepherd Financial Partners LLC | 3.71% | Reduce -3.1% | 373,074 | $39.0M |
| Investments & Financial Planning, LLC | 20.88% | Reduce -1.1% | 369,859 | $38.7M |
| Whitcomb & Hess, Inc. | 9.92% | Reduce -0.6% | 369,186 | $38.6M |
| Destiny Capital Corp | 21.01% | Add +3.5% | 368,769 | $38.5M |
| Western Wealth Management, LLC | 2.03% | Add +0.6% | 367,992 | $38.5M |
| Aptus Capital Advisors, LLC | 0.34% | Reduce -3.3% | 358,711 | $37.5M |
| Riversedge Advisors, LLC | 6.07% | Reduce -1.5% | 346,517 | $36.2M |
| Keystone Financial Group | 2.76% | Add +2.0% | 345,191 | $36.1M |
| Signet Financial Management, LLC | 4.11% | Reduce -2.0% | 338,792 | $35.4M |
| Sunburst Financial Group, LLC | 7.42% | Reduce -4.2% | 337,284 | $35.2M |
| Redwood Investment Management, LLC | 3.78% | Add +9.4% | 333,874 | $34.9M |
| Great Valley Advisor Group, Inc. | 0.69% | Add +6.8% | 330,509 | $34.5M |
| Roberts Financial Services LLC | 11.04% | Reduce -12.7% | 327,197 | $34.2M |
| NewEdge Advisors, LLC | 0.15% | Add +10.7% | 325,725 | $34.0M |
| Symphony Financial, Ltd. Co. | 4.12% | Add +7.3% | 324,684 | $33.9M |
| Dakota Wealth Management | 0.68% | Reduce -6.3% | 322,109 | $33.7M |
| Alta Wealth Advisors LLC | 12.05% | Add +10.1% | 321,743 | $33.6M |
| Higgins & Schmidt Wealth Strategies LLC | 16.97% | Reduce -2.1% | 321,485 | $33.6M |
| Abound Financial, LLC | 13.40% | Reduce -0.7% | 320,526 | $33.5M |
| Geneos Wealth Management Inc. | 0.85% | Reduce -0.1% | 319,383 | $33.4M |
| Gladstone Institutional Advisory LLC | 1.27% | Reduce -1.9% | 314,980 | $32.9M |
| Leslie Global Wealth, LLC | 15.37% | Reduce -20.1% | 313,521 | $32.8M |
| Verus Capital Partners, LLC | 2.54% | Reduce -1.1% | 312,143 | $32.6M |
| Wealth Management Resources, Inc. | 10.35% | Add +1.2% | 306,114 | $32.0M |
| Kozak & Associates, Inc. | 6.29% | Reduce -4.1% | 307,290 | $32.0M |
| Concurrent Investment Advisors, LLC | 0.54% | Add +6.0% | 301,335 | $31.5M |
| Confluence Investment Management LLC | 0.44% | Add +7.6% | 293,303 | $30.7M |
| Drake & Associates, LLC | 6.39% | Add +3.5% | 285,190 | $30.5M |
| Diversify Advisory Services, LLC | 1.03% | Add +6.2% | 281,014 | $30.5M |
| Marks Wealth, LLC | 9.19% | Reduce -33.1% | 284,533 | $29.7M |
| Eagle Strategies LLC | 3.92% | Add +2.1% | 280,106 | $29.3M |
| CX Institutional | 0.86% | Reduce -21.6% | 271,009 | $28.3M |
| Clear Creek Financial Management, LLC | 2.40% | Add +13.2% | 265,615 | $27.8M |
| Brandywine Oak Private Wealth LLC | 2.40% | Reduce -0.4% | 264,199 | $27.6M |
| Brookstone Capital Management | 0.32% | Reduce -6.4% | 255,612 | $26.7M |
| Principal Securities, Inc. | 0.44% | Add +11.8% | 254,136 | $26.6M |
| Quest Investment Management LLC | 2.78% | Reduce -6.2% | 252,958 | $26.4M |
| Beutel, Goodman & Co Ltd. | 0.16% | Reduce -6.9% | 252,467 | $26.4M |
| Summit Financial, LLC | 0.40% | Add +6.4% | 250,103 | $26.1M |
| Sanctuary Advisors, LLC | 0.15% | Add +6.5% | 249,948 | $26.1M |
| Transcend Capital Advisors, LLC | 1.84% | Reduce -7.0% | 248,762 | $26.0M |
| Three Cord True Wealth Management, LLC | 17.31% | Add +1.6% | 244,750 | $25.6M |
| JNBA Financial Advisors | 2.31% | Reduce -0.5% | 243,173 | $25.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.44% | Add +5.1% | 237,673 | $24.8M |
| Choice Wealth Advisors LLC | 10.56% | Reduce -4.4% | 235,788 | $24.6M |
| Prime Capital Investment Advisors, LLC | 0.31% | Reduce -0.1% | 233,010 | $24.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -16.3% | 232,357 | $24.3M |
| Twin Focus Capital Partners, LLC | 3.08% | Reduce -1.0% | 232,085 | $24.3M |
| Vicus Capital | 1.82% | Add +1.6% | 227,687 | $23.8M |
| Inspirion Wealth Advisors, LLC | 3.32% | Add +5.1% | 286,257 | $23.7M |
| Collier Financial | 17.81% | — | 226,555 | $23.7M |
| VestGen Advisors, LLC | 0.79% | Reduce -3.8% | 225,985 | $23.6M |
| Fifth Third Bancorp | 0.08% | Add +10.3% | 224,286 | $23.4M |
| CarsonAllaria Wealth Management, Ltd. | 12.13% | Add +3.1% | 223,125 | $23.3M |
| Balanced Wealth Group LLC | 10.24% | Reduce -1.4% | 248,075 | $23.3M |
| Horizon Wealth Management, LLC | 3.42% | Add +0.1% | 222,959 | $23.3M |
| Ciovacco Capital Management LLC | 11.70% | Reduce -0.7% | 222,448 | $23.2M |
| Fifth Third Wealth Advisors LLC | 0.85% | Add +23.5% | 221,649 | $23.2M |
| Marathon Mission, Inc. | 13.69% | Reduce -1.1% | 219,521 | $22.9M |
| CCG Wealth Management, LLC | 10.80% | Add +0.1% | 219,314 | $22.9M |
| Mma Asset Management LLC | 7.59% | Reduce -17.7% | 217,467 | $22.7M |
| First Heartland Consultants, Inc. | 1.83% | Add +2.4% | 217,231 | $22.7M |
| Capital Analysts, LLC | 0.66% | Add +40.8% | 214,757 | $22.4M |
| Concord Wealth Partners | 3.09% | Add +63.8% | 214,436 | $22.4M |
| Horizon Financial Services, LLC | 10.33% | Add +2.9% | 207,251 | $21.7M |
| Sargent Investment Group, LLC | 3.07% | Reduce -1.9% | 206,190 | $21.5M |
| Hofer & Associates. Inc | 12.23% | Reduce -2.2% | 204,355 | $21.4M |
| Concord Asset Management, LLC | 3.88% | Add +55.9% | 204,147 | $21.3M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -10.9% | 203,670 | $21.3M |
| Florida Trust Wealth Management Co | 0.60% | Reduce -7.4% | 202,043 | $21.1M |
| Investors Research Corp | 3.88% | Add +3.9% | 200,719 | $21.0M |
| Tower Wealth Partners, Inc. | 11.51% | Reduce -0.9% | 200,549 | $21.0M |
| GM Advisory Group, LLC | 0.88% | Add +19.0% | 199,078 | $20.8M |
| GHP Investment Advisors, Inc. | 0.87% | Add +0.9% | 199,058 | $20.8M |
| Modern Wealth Management, LLC | 0.41% | Reduce -3.7% | 196,154 | $20.5M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +652.9% | 196,094 | $20.5M |
| Harbor Group, Inc. | 3.20% | Reduce -1.0% | 192,279 | $20.1M |
| Portside Wealth Group, LLC | 2.77% | Reduce -5.1% | 191,257 | $20.0M |
| Goodman Advisory Group, LLC | 4.96% | Reduce -1.1% | 190,786 | $19.9M |
| Optas, LLC | 3.36% | Reduce -4.3% | 189,168 | $19.8M |
| Townsquare Capital LLC | 2.98% | Reduce -33.9% | 188,545 | $19.7M |
| Navalign, LLC | 5.18% | Reduce -1.5% | 188,000 | $19.6M |
| Sage Advisory Services, Ltd.Co. | 10.26% | Add +0.3% | 187,096 | $19.6M |
| WFA Asset Management Corp | 10.55% | Reduce -4.7% | 234,077 | $19.4M |
| BIP Wealth, LLC | 0.93% | Add +18.4% | 179,674 | $18.8M |
| Pinnacle Wealth Planning Services, Inc. | 2.20% | Add +3.5% | 179,580 | $18.8M |
| Gibbs Wealth Management | 4.17% | Reduce -29.7% | 176,495 | $18.4M |
| Diligent Investors, LLC | 4.63% | Reduce -2.5% | 175,294 | $18.3M |
| Centaurus Financial, Inc. | 0.85% | Add +5.7% | 173,919 | $18.2M |
| Trilogy Capital Inc. | 0.81% | Add +13.8% | 168,169 | $17.6M |
| TPG Financial Advisors, LLC | 6.54% | Add +0.3% | 168,004 | $17.6M |
| Tidemark, LLC | 5.05% | Reduce -1.2% | 165,761 | $17.3M |
| Advisors Capital Management, LLC | 0.22% | Add +27.0% | 165,447 | $17.3M |
| Rooted Wealth Advisors, Inc. | 5.16% | Add +6.0% | 161,410 | $16.9M |
| Pecaut & Co. | 5.39% | Add +5.5% | 160,508 | $16.8M |
| Independent Financial Group, LLC | 0.40% | Add +18.4% | 159,944 | $16.7M |
| Vertex Planning Partners, LLC | 3.21% | Add +1.8% | 159,939 | $16.7M |
| Focus Partners Wealth | 0.03% | Add +11.1% | 159,290 | $16.6M |
| Cornerstone Wealth Management, LLC | 0.91% | Reduce -0.6% | 158,337 | $16.5M |
| Cary Street Partners Financial LLC | 0.43% | Reduce -6.5% | 157,829 | $16.5M |
| IFG Advisory, LLC | 0.75% | Add +7.7% | 157,186 | $16.4M |
| Avestar Capital, LLC | 1.17% | Add +3.6% | 157,002 | $16.4M |
| Millington Financial Advisors, LLC | 7.84% | Reduce -13.1% | 154,689 | $16.2M |
| Hobart Private Capital, LLC | 3.37% | Reduce -6.7% | 154,201 | $16.1M |
| M&T Bank Corp | 0.05% | Reduce -4.3% | 154,154 | $16.1M |
| Magnus Financial Group LLC | 1.26% | Add +0.2% | 152,555 | $15.9M |
| Financial Gravity Asset Management, Inc. | 3.11% | — | 151,103 | $15.8M |
| Centennial Wealth Advisory LLC | 4.37% | Reduce -2.3% | 150,216 | $15.7M |
| Goldstone Financial Group, LLC | 1.85% | Reduce -6.1% | 149,411 | $15.6M |
| Ascent Group, LLC | 0.55% | Reduce -17.4% | 147,472 | $15.4M |
| Arete Wealth Advisors, LLC | 0.96% | Reduce -5.3% | 146,859 | $15.4M |
| NewSquare Capital LLC | 1.04% | Reduce -2.9% | 146,563 | $15.3M |
| One Capital Management, LLC | 0.48% | Reduce -1.5% | 143,875 | $15.0M |
| Integrity Alliance, Llc. | 0.69% | Reduce -0.9% | 140,874 | $14.7M |
| Optimist Retirement Group LLC | 6.63% | Reduce -2.8% | 140,330 | $14.7M |
| Boyd Wealth Management, LLC | 6.16% | Add +6.0% | 136,863 | $14.3M |
| Probity Advisors, Inc. | 2.27% | Add +2.9% | 133,845 | $14.0M |
| Sanchez Wealth Management Group | 3.06% | Reduce -0.6% | 132,018 | $13.8M |
| POM Investment Strategies, LLC | 7.37% | Add +55.6% | 129,813 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +17.2% | 129,786 | $13.6M |
| Hilltop Partners LLC | 4.05% | Reduce -2.3% | 129,774 | $13.6M |
| Melone Private Wealth, LLC | 6.01% | Add +2.2% | 126,934 | $13.3M |
| CreativeOne Wealth, LLC | 0.32% | Add +136.4% | 125,527 | $13.1M |
| Power Wealth Management LLC | 4.73% | Add +3.0% | 124,429 | $13.0M |
| 1834 Investment Advisors Co. | 1.59% | Add +0.5% | 123,764 | $12.9M |
| Lido Advisors, LLC | 0.05% | Add +67.9% | 123,125 | $12.9M |
| Sage Financial Management Group, Inc. | 4.07% | Reduce -1.6% | 122,125 | $12.8M |
| Fifth Third Securities, Inc. | 0.87% | Add +4.7% | 122,088 | $12.8M |
| Independent Wealth Network Inc. | 4.09% | Add +1.1% | 121,430 | $12.7M |
| Sequent Asset Management, LLC | 5.95% | Add +0.1% | 119,783 | $12.5M |
| Carnegie Investment Counsel | 0.24% | Reduce -6.1% | 119,404 | $12.5M |
| Bridgewealth Advisory Group, LLC | 2.88% | Add +6.4% | 118,894 | $12.4M |
| Asset Allocation Strategies LLC | 2.45% | Reduce -6.1% | 118,449 | $12.4M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +13.8% | 116,826 | $12.2M |
| Global Retirement Partners, LLC | 0.27% | Reduce -0.4% | 116,182 | $12.1M |
| TAGStone Capital, Inc. | 4.78% | Reduce -2.2% | 115,548 | $12.1M |
| Park Avenue Securities LLC | 0.09% | Add +130.2% | 115,479 | $12.1M |
| EverSource Wealth Advisors, LLC | 0.48% | Add +2.5% | 114,940 | $12.0M |
| New England Capital Financial Advisors LLC | 5.10% | Reduce -2.1% | 114,862 | $12.0M |
| Ameritas Advisory Services, LLC | 0.78% | Reduce -75.9% | 114,469 | $12.0M |
| Assetmark, Inc. | 0.03% | Reduce -18.3% | 113,852 | $11.9M |
| Collaborative Wealth Managment Inc. | 4.79% | Add +1.1% | 113,201 | $11.8M |
| Silver Oak Securities, Incorporated | 0.88% | Reduce -2.8% | 113,078 | $11.8M |
| SigFig Wealth Management, LLC | 0.37% | Add +4.6% | 113,482 | $11.8M |
| IAG Wealth Partners, LLC | 1.42% | Reduce -3.2% | 112,924 | $11.8M |
| Tranquilli Financial Advisor LLC | 6.95% | Reduce -2.7% | 112,566 | $11.8M |
| GenWealth Group, Inc. | 2.18% | Reduce -4.2% | 112,182 | $11.7M |
| Guardian Wealth Advisors, LLC | 6.62% | Add +6.7% | 111,770 | $11.7M |
| Elite Financial, Inc. | 5.35% | Reduce -3.8% | 108,498 | $11.7M |
| Shilanski & Associates, Inc. | 3.09% | Add +0.7% | 111,318 | $11.6M |
| Fortis Group Advisors, LLC | 2.00% | Add +11.9% | 107,405 | $11.6M |
| Wrapmanager Inc. | 3.56% | Reduce -29.7% | 110,728 | $11.6M |
| Affinity Capital Advisors, LLC | 1.75% | Reduce -0.9% | 108,551 | $11.4M |
| ArborFi Advisors, LLC | 9.28% | Reduce -7.9% | 109,044 | $11.4M |
| BCS Wealth Management | 2.56% | Add +1.3% | 108,638 | $11.4M |
| Promus Capital, LLC | 7.15% | Add +7.6% | 107,240 | $11.2M |
| Baird Financial Group, Inc. | 0.02% | Add +6.6% | 106,778 | $11.2M |
| Sterling Manor Financial, LLC | 7.03% | Reduce -17.3% | 106,713 | $11.2M |
| Obsidian Personal Planning Solutions LLC | 3.84% | Add +2.5% | 102,330 | $11.1M |
| Synergy Investment Management, LLC | 4.20% | Add +4.5% | 105,326 | $11.0M |
| HSBC Holdings PLC | 0.01% | Add +6.7% | 104,080 | $10.9M |
| Buck Wealth Strategies, LLC | 1.49% | Add +340.0% | 103,891 | $10.9M |
| Atria Investments, Inc | 0.12% | Reduce -3.9% | 103,280 | $10.8M |
| Financial Management Professionals, Inc. | 1.12% | Add +1.5% | 102,925 | $10.8M |
| Quent Capital, LLC | 0.90% | Reduce -5.2% | 102,270 | $10.7M |
| Harbour Investments, Inc. | 0.24% | Reduce -11.7% | 102,157 | $10.7M |
| Waller Financial Planning Group, Inc. | 2.45% | Add +2.3% | 102,017 | $10.7M |
| Meritage Portfolio Management | 0.70% | Reduce -1.6% | 101,110 | $10.6M |
| Cobblestone Asset Management LLC | 4.80% | Reduce -2.8% | 100,379 | $10.5M |
| Petix & Botte Co | 2.41% | Add +11.8% | 99,920 | $10.4M |
| SIMA Wealth Partners, LLC | 7.96% | Add +0.1% | 99,544 | $10.4M |
| Breakwater Capital Group | 1.53% | Reduce -2.9% | 99,382 | $10.4M |
| Oxinas Partners, LLC | 5.50% | Reduce -1.1% | 98,230 | $10.3M |
| Glen Eagle Advisors, LLC | 1.41% | Add +133.9% | 97,336 | $10.2M |
| Prepared Retirement Institute LLC | 5.26% | Reduce -25.4% | 96,475 | $10.1M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -36.8% | 94,153 | $9.8M |
| Bank of Nova Scotia | 0.02% | New | 93,790 | $9.8M |
| Apollon Financial, LLC | 1.63% | Reduce -2.5% | 93,149 | $9.7M |
| NorthCoast Asset Management LLC | 0.04% | Add +7.7% | 92,696 | $9.7M |
| Crux Wealth Advisors | 3.81% | Reduce -0.6% | 91,941 | $9.6M |
| 1ST Source Bank | 0.50% | Reduce -0.9% | 90,908 | $9.5M |
| LifePlan Financial, LLC | 7.51% | Reduce -3.2% | 90,683 | $9.5M |
| U.S. Capital Wealth Advisors, LLC | 0.25% | Reduce -3.0% | 90,221 | $9.4M |
| Intergy Private Wealth, LLC | 2.95% | Reduce -1.9% | 90,197 | $9.4M |
| United Advisor Group, LLC | 1.27% | Add +3.1% | 90,074 | $9.4M |
| Relyea Zuckerberg Hanson LLC | 0.97% | Reduce -0.6% | 88,072 | $9.2M |
| Founders Capital Management | 4.84% | Reduce -0.1% | 87,370 | $9.1M |
| Compass Financial Group, Inc. | 4.10% | Add +0.5% | 87,354 | $9.1M |
| Members Wealth LLC | 5.74% | — | 86,389 | $9.1M |
| Private Trust Co. NA | 0.79% | Reduce -4.7% | 86,085 | $9.0M |
| UNIVEST FINANCIAL Corp | 0.50% | Add +6.4% | 85,609 | $8.9M |
| Beacon Bridge Wealth Partners, LLC | 3.17% | Add +0.6% | 85,388 | $8.9M |
| FDx Advisors, Inc. | 2.65% | Reduce -6.0% | 81,877 | $8.8M |
| Tobias Financial Advisors, Inc. | 1.34% | Reduce -2.5% | 84,411 | $8.8M |
| Gilbert Capital Group, Inc. | 6.79% | Add +57.4% | 83,970 | $8.8M |
| Salomon & Ludwin, LLC | 0.79% | Reduce -2.9% | 83,420 | $8.7M |
| Key Financial Inc | 1.61% | Reduce -0.3% | 83,170 | $8.7M |
| Financial Council, LLC | 3.82% | Add +1.5% | 82,444 | $8.6M |
| Moneco Advisors, LLC | 0.72% | Add +16.6% | 82,268 | $8.6M |
| DecisionMap Wealth Management, LLC | 5.50% | Reduce -0.4% | 82,149 | $8.6M |
| Bristlecone Advisors, LLC | 0.71% | Add +9.5% | 81,587 | $8.5M |
| LexAurum Advisors, LLC | 1.20% | Reduce -7.3% | 80,826 | $8.4M |
| Marion Wealth Management | 1.99% | Reduce -0.5% | 80,395 | $8.4M |
| Wellspring Financial Advisors, LLC | 0.77% | Reduce -1.6% | 80,064 | $8.4M |
| Occidental Asset Management, LLC | 1.05% | Add +1.9% | 79,950 | $8.4M |
| Motive Wealth Advisors | 3.59% | Reduce -3.9% | 79,713 | $8.3M |
| WealthPlan Investment Management, LLC | 0.55% | Add +3.2% | 79,290 | $8.3M |
| Smartleaf Asset Management LLC | 0.51% | Add +23.6% | 79,137 | $8.2M |
| Able Wealth Management LLC | 3.07% | Add +41.8% | 78,051 | $8.2M |
| Stratos Wealth Advisors, LLC | 0.39% | Add +5.7% | 77,611 | $8.1M |
| Venture Visionary Partners LLC | 0.28% | Reduce -9.1% | 76,908 | $8.0M |
| Auour Investments LLC | 2.57% | Add +1.5% | 75,497 | $7.9M |
| Oak Harvest Investment Services | 0.91% | Reduce -3.0% | 74,877 | $7.8M |
| Graney & King, LLC | 5.38% | Reduce -68.6% | 74,352 | $7.8M |
| Stonebridge Financial Group, LLC | 0.68% | Reduce -30.6% | 73,814 | $7.7M |
| Cerity Partners LLC | 0.01% | Reduce -4.2% | 73,806 | $7.7M |
| Tritonpoint Wealth, LLC | 0.65% | Reduce -6.2% | 73,082 | $7.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.2% | 72,991 | $7.6M |
| Mutual Advisors, LLC | 0.17% | Add +1.1% | 72,311 | $7.6M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -0.6% | 71,965 | $7.5M |
| Golden State Wealth Management, LLC | 0.83% | Add +7.8% | 71,562 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +4.1% | 71,065 | $7.4M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -0.5% | 70,892 | $7.4M |
| PSI Advisors, LLC | 1.92% | Add +11.0% | 70,874 | $7.4M |
| City Center Advisors, LLC | 7.18% | Reduce -4.4% | 70,664 | $7.4M |
| Hancock Whitney Corp. | 0.13% | Reduce -2.1% | 70,239 | $7.3M |
| Buttonwood Financial Group, LLC | 3.17% | Reduce -30.2% | 69,989 | $7.3M |
| Avior Wealth Management, LLC | 0.24% | Reduce -7.5% | 70,057 | $7.3M |
| Systematic Alpha Investments, LLC | 0.24% | No change | 70,000 | $7.3M |
| Capital Advisory Group Advisory Services, LLC | 2.27% | Add +0.7% | 69,723 | $7.3M |
| Measured Wealth Private Client Group, LLC | 1.95% | Reduce -1.8% | 69,058 | $7.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.92% | Add +13.3% | 68,915 | $7.2M |
| Tsfg, LLC | 1.14% | Add +1.5% | 68,887 | $7.2M |
| Captrust Financial Advisors | 0.01% | Add +0.7% | 68,652 | $7.2M |
| Flynn Zito Capital Management, LLC | 2.65% | Reduce -2.4% | 68,646 | $7.2M |
| One Day In July LLC | 0.60% | Reduce -0.7% | 68,415 | $7.2M |
| Wealth Watch Advisors, INC | 2.88% | Add +5.7% | 66,773 | $7.0M |
| Denver Wealth Management, Inc. | 2.55% | Reduce -4.6% | 66,275 | $6.9M |
| PFG Advisors | 0.28% | Add +0.9% | 66,102 | $6.9M |
| AQR Capital Management | 0.00% | Add +10.9% | 66,075 | $6.9M |
| Meridian Wealth Management, LLC | 0.25% | Reduce -1.2% | 63,165 | $6.6M |
| Canandaigua National Trust Co of Florida | 5.23% | Add +4.8% | 63,136 | $6.6M |
| Prairieview Wealth Partners, LLC | 6.12% | Add +1.3% | 62,325 | $6.5M |
| American Financial & Tax Strategies Inc. | 3.23% | Reduce -9.7% | 61,929 | $6.5M |
| Burney Co./ | 0.21% | Add +2.2% | 61,819 | $6.5M |
| Echo Wealth Management, LLC | 3.75% | Add +1.5% | 61,514 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +7.8% | 61,469 | $6.4M |
| Comerica Bank | 0.02% | Reduce -0.8% | 60,507 | $6.3M |
| Braun-Bostich & Associates Inc. | 3.94% | Reduce -2.5% | 59,915 | $6.3M |
| WCG Wealth Advisors LLC | 0.39% | Add +14.3% | 59,641 | $6.2M |
| Stonebrook Private Inc. | 1.33% | Add +97.3% | 58,801 | $6.1M |
| WealthPLAN Partners, LLC | 0.92% | Reduce -1.5% | 58,452 | $6.1M |
| Dogwood Wealth Management LLC | 2.78% | Add +5.7% | 58,428 | $6.1M |
| Tudor Investment Corporation | 0.04% | New | 57,795 | $6.0M |
| Dagco, Inc. | 1.52% | Add +2.4% | 57,728 | $6.0M |
| Asset Management Group, Inc. | 0.96% | Add +0.1% | 56,135 | $5.9M |
| Gateway Wealth Partners, LLC | 0.79% | Add +4.1% | 55,817 | $5.8M |
| Hamilton Capital Partners, LLC | 2.22% | Add +0.4% | 55,419 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +15.4% | 55,011 | $5.7M |
| Axxcess Wealth Management, LLC | 0.12% | Add +138.1% | 54,747 | $5.7M |
| GPS Wealth Strategies Group, LLC | 0.60% | Add +7.5% | 54,346 | $5.7M |
| GoalVest Advisory LLC | 1.20% | Reduce -0.8% | 54,235 | $5.7M |
| Moloney Securities Asset Management, LLC | 0.68% | Reduce -2.6% | 54,129 | $5.7M |
| Greenwood Gearhart LLC | 0.32% | Reduce -10.3% | 53,888 | $5.6M |
| PAX Financial Group, LLC | 1.01% | Reduce -6.3% | 53,517 | $5.6M |
| Regimen Wealth, LLC | 1.65% | Reduce -3.5% | 53,334 | $5.6M |
| Darwin Wealth Management, LLC | 1.76% | Add +3.4% | 53,066 | $5.5M |
| Cary Street Partners Investment Advisory LLC | 2.31% | Reduce -1.6% | 52,956 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -6.1% | 52,321 | $5.5M |
| Hill Island Financial LLC | 1.36% | Reduce -2.2% | 52,236 | $5.5M |
| World Investment Advisors | 0.11% | Reduce -0.6% | 52,166 | $5.5M |
| MidAtlantic Capital Management, Inc. | 3.71% | No change | 51,988 | $5.4M |
| Retirement Financial Solutions, LLC | 1.68% | Add +8.6% | 51,368 | $5.4M |
| Red Crane Wealth Management, LLC | 4.51% | Add +1.8% | 51,196 | $5.4M |
| Hoxton Planning & Management, LLC | 1.71% | Add +19.3% | 50,791 | $5.3M |
| Cooper Financial Group | 0.58% | Reduce -6.4% | 50,443 | $5.3M |
| Koshinski Asset Management, Inc. | 0.37% | Add +2.9% | 50,002 | $5.2M |
| Bawa N Mallick Trust | 1.98% | No change | 50,000 | $5.2M |
| Uptown Financial Advisors LLC | 4.55% | Add +0.2% | 49,489 | $5.2M |
| Faithward Advisors, LLC | 0.77% | Add +0.9% | 49,374 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +13.6% | 49,288 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +7.8% | 49,139 | $5.1M |
| Freestone Capital Holdings, LLC | 0.15% | New | 47,800 | $5.0M |
| Rollins Financial Advisors, LLC | 0.75% | Reduce -2.8% | 47,580 | $5.0M |
| YHB Investment Advisors, Inc. | 0.36% | Reduce -0.0% | 47,467 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.70% | Reduce -8.9% | 47,256 | $4.9M |
| Rainier Family Wealth Inc. | 4.38% | Add +6.5% | 47,014 | $4.9M |
| Wealth Advisors of Iowa, LLC | 1.67% | Add +14.6% | 46,920 | $4.9M |
| Stone Summit Wealth LLC | 1.38% | Reduce -4.2% | 46,597 | $4.9M |
| Cannon Wealth Management Services, LLC | 3.68% | Add +6.7% | 46,492 | $4.9M |
| Advisor OS, LLC | 0.41% | Reduce -2.9% | 45,984 | $4.8M |
| Win Advisors, Inc. | 2.34% | New | 45,938 | $4.8M |
| US Bancorp \de | 0.01% | Add +11.8% | 45,864 | $4.8M |
| McNaughton Wealth Management, LLC | 2.02% | Add +2.4% | 45,835 | $4.8M |
| JDM Financial Group LLC | 2.00% | Reduce -5.7% | 45,702 | $4.8M |
| Idaho Trust Co | 1.61% | Reduce -39.6% | 45,629 | $4.8M |
| Private Wealth Group, LLC | 2.36% | Reduce -9.9% | 45,302 | $4.7M |
| NWF Advisory Services Inc. | 0.52% | Add +16.6% | 45,137 | $4.7M |
| Inman Jager Wealth Management, LLC | 3.01% | Add +5.5% | 45,066 | $4.7M |
| Lionshead Wealth Management, LLC | 3.73% | Reduce -0.7% | 45,055 | $4.7M |
| EWG Elevate Inc. | 1.47% | Add +1259.4% | 44,969 | $4.7M |
| Mgo One Seven LLC | 0.11% | Add +14.5% | 44,589 | $4.7M |
| Quadrant Capital Group LLC | 0.15% | No change | 44,532 | $4.7M |
| Betterment LLC | 0.01% | Reduce -2.8% | 44,403 | $4.6M |
| Norden Group LLC | 0.47% | Reduce -1.9% | 44,031 | $4.6M |
| Burke & Herbert Bank & Trust Co. | 0.98% | Reduce -1.7% | 43,855 | $4.6M |
| Foundations Investment Advisors, LLC | 0.07% | Add +7.3% | 43,609 | $4.6M |
| Luken Investment Analytics, LLC | 1.78% | Reduce -0.5% | 43,604 | $4.6M |
| Compass Financial Services Inc | 2.01% | Add +27.9% | 43,382 | $4.5M |
| Opal Wealth Advisors, LLC | 1.26% | Add +3.7% | 43,257 | $4.5M |
| Continuum Advisory, LLC | 0.48% | Add +2.4% | 43,018 | $4.5M |
| Aventus Investment Advisors, Inc. | 3.82% | Add +0.6% | 42,886 | $4.5M |
| Partners in Financial Planning | 0.77% | Reduce -1.1% | 42,781 | $4.5M |
| Modera Wealth Management, LLC | 0.05% | Reduce -2.5% | 42,754 | $4.5M |
| American Trust | 0.38% | Add +2.0% | 42,734 | $4.5M |
| FCG Investment Co | 2.09% | Add +6.2% | 42,626 | $4.5M |
| RDA Financial Network | 1.10% | Reduce -3.3% | 42,496 | $4.4M |
| Mission Wealth Management, LP | 0.09% | Reduce -4.0% | 42,278 | $4.4M |
| Strategic Blueprint, LLC | 0.19% | Add +0.5% | 42,078 | $4.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.24% | Add +19.0% | 41,894 | $4.4M |
| Boulder Wealth Advisors, LLC | 2.03% | — | 41,779 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -11.9% | 41,666 | $4.4M |
| Coppell Advisory Solutions LLC | 0.46% | Reduce -10.8% | 41,746 | $4.3M |
| Dynamic Wealth Strategies, LLC | 2.88% | Add +41.7% | 41,285 | $4.3M |
| Colton Groome Financial Advisors, LLC | 1.31% | Reduce -2.2% | 40,877 | $4.3M |
| WealthShield Partners, LLC | 0.48% | Add +22.1% | 40,357 | $4.2M |
| AGH Wealth Advisors, LLC | 3.09% | Reduce -0.5% | 40,255 | $4.2M |
| Savvy Advisors, Inc. | 0.19% | Reduce -0.1% | 39,767 | $4.2M |
| MBL Wealth, LLC | 0.36% | Add +4.9% | 39,672 | $4.1M |
| Pinnacle Family Advisors, LLC | 1.79% | Add +33.3% | 39,196 | $4.1M |
| Inspire Advisors, LLC | 0.39% | Reduce -5.1% | 38,796 | $4.1M |
| Cavalier Investments, LLC | 1.63% | Reduce -3.2% | 38,734 | $4.0M |
| Saxony Capital Management, LLC | 2.64% | Add +20.3% | 38,279 | $4.0M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +39.7% | 38,095 | $4.0M |
| Sightline Wealth Advisors, LLC | 1.78% | Reduce -3.4% | 37,793 | $3.9M |
| Alliance Wealth Advisors, LLC | 0.92% | Reduce -1.1% | 37,380 | $3.9M |
| Towerpoint Wealth, LLC | 1.59% | Reduce -4.1% | 37,164 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +25.6% | 36,458 | $3.8M |
| Onyx Bridge Wealth Group LLC | 0.41% | Add +126.7% | 36,230 | $3.8M |
| Money Concepts Capital Corp. | 0.23% | Add +10.2% | 36,147 | $3.8M |
| IFP Advisors, Inc | 0.10% | Reduce -12.8% | 35,973 | $3.8M |
| Blair William & Co. | 0.01% | Reduce -4.5% | 35,810 | $3.7M |
| Investor's Fiduciary Advisor Network, LLC | 1.27% | Reduce -1.0% | 35,797 | $3.7M |
| Arlington Trust Co LLC | 0.67% | No change | 35,497 | $3.7M |
| MBM Wealth Consultants, LLC | 0.91% | Reduce -4.5% | 35,173 | $3.7M |
| Milestone Asset Management Group, LLC | 2.31% | Add +3.5% | 35,132 | $3.7M |
| Winthrop Advisory Group LLC | 0.32% | Reduce -0.0% | 35,068 | $3.7M |
| Retirement Income Solutions, Inc. | 0.62% | Reduce -5.4% | 34,835 | $3.6M |
| RKL Wealth Management LLC | 0.30% | Reduce -7.0% | 33,725 | $3.5M |
| Larson Financial Group LLC | 0.12% | Reduce -5.7% | 33,617 | $3.5M |
| LBMC Investment Advisors, LLC | 0.22% | Add +0.1% | 33,236 | $3.5M |
| Atticus Wealth Management, LLC | 0.87% | Reduce -15.9% | 32,954 | $3.4M |
| Nvest Financial, LLC | 1.97% | Reduce -24.6% | 32,881 | $3.4M |
| Aspetuck Financial Management LLC | 2.33% | Reduce -0.9% | 32,517 | $3.4M |
| Marietta Wealth Management, LLC | 0.41% | No change | 32,297 | $3.4M |
| Valeo Financial Advisors, LLC | 0.08% | Add +1.4% | 32,241 | $3.4M |
| Obsidian Cio, LLC | 0.43% | Add +0.8% | 31,586 | $3.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.58% | Add +1568450.0% | 31,371 | $3.3M |
| Pinnacle Wealth Management, LLC | 2.21% | Reduce -1.1% | 31,349 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 31,187 | $3.3M |
| Compass Capital Corp. /Ma/ | 1.42% | No change | 30,480 | $3.3M |
| Chicago Partners Investment Group LLC | 0.09% | Add +5.8% | 29,904 | $3.3M |
| Summit Investment Advisory Services, LLC | 1.29% | Reduce -4.7% | 31,062 | $3.2M |
| &partners | 0.02% | Add +18.9% | 30,940 | $3.2M |
| Wilkins Miller Wealth Management, LLC | 1.98% | Reduce -0.7% | 30,566 | $3.2M |
| Wells Financial Advisors INC | 4.27% | Reduce -3.6% | 30,557 | $3.2M |
| WealthTrak Capital Management LLC | 2.62% | Reduce -41.5% | 30,413 | $3.2M |
| Turtle Creek Wealth Advisors, LLC | 0.28% | Add +58.1% | 29,896 | $3.1M |
| Lowery Thomas, LLC | 1.77% | Reduce -0.9% | 29,402 | $3.1M |
| Wrenne Financial Planning LLC | 1.31% | Reduce -0.0% | 29,217 | $3.1M |
| Shum Financial Group, Inc. | 2.28% | — | 29,203 | $3.1M |
| Intrua Financial, LLC | 0.36% | Add +11.3% | 29,077 | $3.0M |
| Yukon Wealth Management, Inc. | 1.00% | Add +0.1% | 29,073 | $3.0M |
| SkyOak Wealth, LLC | 0.57% | Reduce -11.0% | 29,010 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +13.3% | 28,989 | $3.0M |
| Financial Network Wealth Advisors LLC | 3.29% | Add +3.1% | 28,812 | $3.0M |
| Caprock Group, LLC | 0.07% | — | 30,219 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -67.7% | 28,600 | $3.0M |
| Global Strategic Investment Solutions, LLC | 0.30% | No change | 28,460 | $3.0M |
| Byrne Financial Freedom, LLC | 1.47% | Reduce -2.2% | 28,331 | $3.0M |
| Robinswood Financial LLC | 0.97% | Add +293.6% | 27,905 | $2.9M |
| Balefire, LLC | 0.58% | Add +33.1% | 27,837 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Reduce -21.9% | 27,679 | $2.9M |
| Triton Wealth Management, PLLC | 1.07% | Reduce -0.6% | 26,002 | $2.8M |
| PFG Private Wealth Management, LLC | 1.25% | Reduce -89.1% | 26,802 | $2.8M |
| Integrity Wealth Solutions LLC | 1.25% | Reduce -2.3% | 26,802 | $2.8M |
| Independent Advisor Alliance | 0.07% | Add +9.3% | 26,588 | $2.8M |
| Lanark Financial, Inc. | 0.21% | Add +29.8% | 26,395 | $2.8M |
| N.E.W. Advisory Services LLC | 0.25% | Reduce -0.3% | 26,300 | $2.7M |
| Bank of Montreal | 0.00% | Add +13.0% | 26,229 | $2.7M |
| Vance Wealth, LLC | 0.84% | Reduce -1.8% | 26,187 | $2.7M |
| Simplex Trading, LLC | 0.06% | Reduce -20.3% | 26,114 | $2.7M |
| Diversified Trust Co. | 0.05% | Reduce -4.3% | 25,997 | $2.7M |
| Iowa State Bank | 0.52% | Add +0.3% | 25,966 | $2.7M |
| Milestones Private Investment Advisors LLC | 1.83% | Add +0.5% | 25,672 | $2.7M |
| CWA Asset Management Group, LLC | 0.10% | Reduce -12.3% | 25,439 | $2.7M |
| Victory Financial Group, LLC | 0.36% | Add +99.7% | 24,150 | $2.7M |
| Quantinno Capital Management LP | 0.01% | Add +130.4% | 25,355 | $2.6M |
| Freedom Investment Management, Inc. | 0.69% | Reduce -81.3% | 24,866 | $2.6M |
| Citigroup Inc. | 0.00% | Add +1.8% | 24,855 | $2.6M |
| Financial Futures Ltd Liability Co. | 1.25% | Reduce -0.6% | 24,685 | $2.6M |
| Kuhn & Co Investment Counsel | 2.00% | Add +0.8% | 24,230 | $2.5M |
| Tradition Wealth Management, LLC | 0.19% | Add +8.7% | 24,115 | $2.5M |
| McDonald Partners LLC | 0.75% | Add +7.2% | 24,023 | $2.5M |
| Stegent Equity Advisors, Inc. | 2.04% | Reduce -1.5% | 23,976 | $2.5M |
| Advance Capital Management, Inc. | 0.11% | Add +0.0% | 23,763 | $2.5M |
| Altfest L J & Co. Inc. | 0.28% | Add +3.5% | 23,686 | $2.5M |
| Curran Financial Partners, LLC | 0.48% | Add +0.6% | 23,350 | $2.4M |
| Synovus Financial Corp. | 0.03% | Reduce -1.1% | 23,142 | $2.4M |
| Cornerstone Wealth Group, LLC | 0.16% | Add +29.4% | 23,096 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 22,934 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -45.4% | 22,931 | $2.4M |
| Mitchell Sinkler & Starr | 1.08% | Add +1.6% | 22,915 | $2.4M |
| Stevens Capital Partners | 0.71% | Reduce -6.0% | 22,704 | $2.4M |
| Brookwood Investment Group LLC | 0.31% | Reduce -13.8% | 22,686 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.25% | New | 34,256 | $2.4M |
| Baker Tilly Wealth Management, LLC | 0.53% | Reduce -6.7% | 22,250 | $2.3M |
| Florida Financial Advisors, LLC | 0.72% | Reduce -66.8% | 22,224 | $2.3M |
| Meridian Financial Advisors, LLC | 1.30% | Reduce -0.3% | 22,044 | $2.3M |
| Wealth Advisors Northwest LLC | 1.11% | Reduce -10.0% | 21,993 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -5.0% | 21,813 | $2.3M |
| Banco BTG Pactual S.A. | 0.33% | Add +29.2% | 21,633 | $2.3M |
| Camden National Bank | 0.31% | Add +13.1% | 21,503 | $2.2M |
| Hershey Financial Advisers, LLC | 1.89% | Add +27.4% | 21,056 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.49% | Reduce -0.4% | 20,878 | $2.2M |
| MKT Advisors LLC | 0.81% | Reduce -2.4% | 20,671 | $2.2M |
| Peck Wealth Management, LLC | 2.07% | — | 20,673 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Add +15.2% | 20,030 | $2.1M |
| Evergreen Capital Management LLC | 0.05% | No change | 20,025 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.62% | Reduce -6.5% | 20,015 | $2.1M |
| Visionary Wealth Advisors | 0.10% | Add +16.9% | 19,888 | $2.1M |
| Thrive Capital Management, LLC | 0.54% | Reduce -5.7% | 19,866 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.15% | Add +6.5% | 24,459 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -1.1% | 19,505 | $2.0M |
| Jericho Financial, LLP | 1.23% | Add +0.9% | 19,351 | $2.0M |
| Gentry Private Wealth, LLC | 1.40% | Reduce -2.0% | 19,285 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 19,068 | $2.0M |
| Rialto Wealth Management, LLC | 0.51% | Add +0.4% | 19,025 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 18,914 | $2.0M |
| White Pine Capital LLC | 0.56% | Add +4.9% | 18,854 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +156.4% | 18,850 | $2.0M |
| MAI Capital Management | 0.01% | Add +23.9% | 18,821 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -1.9% | 18,815 | $2.0M |
| Tradewinds Capital Management, LLC | 0.44% | Reduce -8.8% | 18,778 | $2.0M |
| Ring Mountain Capital, LLC | 1.09% | Reduce -0.6% | 18,750 | $2.0M |
| Magnolia Capital Advisors LLC | 0.51% | Add +4.5% | 18,754 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +3.4% | 18,664 | $2.0M |
| Invesco Ltd. | 0.00% | Add +14.2% | 18,625 | $1.9M |
| Fiduciary Alliance LLC | 0.13% | Add +18.8% | 18,614 | $1.9M |
| Inspire Trust Co, N.A. | 0.35% | Add +429.4% | 18,567 | $1.9M |
| AMJ Financial Wealth Management | 0.47% | Add +3.1% | 18,566 | $1.9M |
| Belpointe Asset Management LLC | 0.07% | Reduce -4.3% | 18,540 | $1.9M |
| HBW Advisory Services LLC | 0.22% | Reduce -1.6% | 18,510 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +5.5% | 18,422 | $1.9M |
| Voya Financial Advisors, Inc. | 0.18% | Add +0.6% | 18,359 | $1.9M |
| Three Bridge Wealth Advisors, LLC | 0.49% | No change | 18,200 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -36.3% | 17,940 | $1.9M |
| Fund Evaluation Group, LLC | 0.07% | New | 17,915 | $1.9M |
| Optivise Advisory Services LLC | 1.11% | Reduce -0.1% | 17,895 | $1.9M |
| Lifeworks Advisors, LLC | 0.25% | No change | 17,854 | $1.9M |
| Verdence Capital Advisors LLC | 0.11% | Add +73.4% | 17,119 | $1.8M |
| McAdam, LLC | 0.09% | Reduce -3.1% | 17,634 | $1.8M |
| Koss-Olinger Consulting, LLC | 0.15% | No change | 19,065 | $1.8M |
| Fourth Dimension Wealth, LLC | 0.69% | Reduce -6.0% | 17,381 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +16.4% | 17,282 | $1.8M |
| OneAscent Financial Services LLC | 0.12% | Add +1.7% | 17,257 | $1.8M |
| 49 Wealth Management, LLC | 0.17% | Reduce -12.0% | 17,254 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | No change | 17,024 | $1.8M |
| Ignite Planners, LLC | 0.29% | Reduce -0.1% | 16,786 | $1.8M |
| Sfmg, LLC | 0.12% | New | 16,784 | $1.8M |
| Regal Investment Advisors LLC | 0.11% | Reduce -0.4% | 16,767 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.64% | Add +6.3% | 16,381 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.62% | Reduce -0.0% | 16,234 | $1.7M |
| Rik Saylor Financial, Inc. | 1.24% | Add +0.0% | 16,195 | $1.7M |
| PCG Wealth Advisors, LLC | 0.49% | Add +13.2% | 16,170 | $1.7M |
| Fragasso Financial Advisors Inc | 0.10% | Add +2.9% | 16,014 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.92% | Add +0.4% | 15,917 | $1.7M |
| Arcadia Wealth Management, LLC | 0.65% | Add +2.3% | 15,779 | $1.6M |
| Latitude Advisors, LLC | 0.75% | Reduce -8.9% | 15,760 | $1.6M |
| Grant Private Wealth Management Inc | 1.01% | New | 15,631 | $1.6M |
| Commerce Bank | 0.01% | Add +1.2% | 15,625 | $1.6M |
| Fidelity D & D Bancorp Inc. | 0.88% | No change | 15,263 | $1.6M |
| First Financial Corp. | 0.62% | No change | 15,032 | $1.6M |
| Krilogy Financial LLC | 0.06% | New | 14,422 | $1.5M |
| World Equity Group, Inc. | 0.35% | Reduce -11.0% | 14,728 | $1.5M |
| Private Client Services, LLC | 0.51% | Reduce -12.0% | 14,514 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +90.0% | 14,416 | $1.5M |
| Angeles Wealth Management, LLC | 0.09% | No change | 14,292 | $1.5M |
| Vantage Point Financial LLC | 0.58% | Add +16.0% | 14,248 | $1.5M |
| LWM Advisory Services, LLC | 0.86% | Add +3.3% | 14,164 | $1.5M |
| Interchange Capital Partners, LLC | 0.29% | Reduce -3.9% | 14,116 | $1.5M |
| Hutchinson Financial Advisors, INC | 1.45% | Reduce -1.4% | 14,112 | $1.5M |
| KM Capital Management Ltd. | 0.68% | Add +14.6% | 14,007 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.48% | Add +0.1% | 13,737 | $1.4M |
| Calton & Associates, Inc. | 0.21% | Add +83.1% | 13,666 | $1.4M |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -3.8% | 13,640 | $1.4M |
| SevenBridge Financial Group, LLC | 0.23% | Add +25.9% | 13,273 | $1.4M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.10% | Reduce -5.8% | 13,587 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +726.2% | 13,484 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | Add +17.3% | 13,356 | $1.4M |
| River Street Advisors LLC | 0.53% | Add +0.5% | 13,202 | $1.4M |
| Centerpoint Advisors, LLC | 0.42% | No change | 13,071 | $1.4M |
| Sunbelt Securities, Inc. | 0.09% | Add +18.8% | 13,070 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.19% | Add +17.6% | 13,066 | $1.4M |
| Cerro Pacific Wealth Advisors LLC | 0.37% | Reduce -9.5% | 12,983 | $1.4M |
| Caldwell Trust Co | 0.12% | Reduce -0.6% | 12,591 | $1.3M |
| ABLE Financial Group, LLC | 0.28% | Add +1.9% | 12,536 | $1.3M |
| MY Wealth Management Inc. | 1.14% | No change | 12,460 | $1.3M |
| AlphaCore Capital LLC | 0.04% | Add +0.0% | 12,313 | $1.3M |
| Sunesis Advisors, LLC | 0.60% | — | 12,221 | $1.3M |
| FreeGulliver LLC | 0.57% | Reduce -1.8% | 12,213 | $1.3M |
| Wallace Advisory Group, LLC | 1.03% | Add +1.6% | 13,387 | $1.3M |
| Twelve Points Wealth Management LLC | 0.32% | No change | 12,209 | $1.3M |
| Drive Wealth Management, LLC | 0.27% | Reduce -3.3% | 12,198 | $1.3M |
| Waldron Private Wealth LLC | 0.05% | No change | 12,145 | $1.3M |
| Ayalon Insurance Comp Ltd. | 0.32% | No change | 12,122 | $1.3M |
| First Horizon Corp. | 0.06% | — | 12,118 | $1.3M |
| Altman Advisors, Inc. | 0.48% | Add +8.0% | 90,815 | $1.3M |
| CV Advisors LLC | 0.35% | New | 12,035 | $1.3M |
| Claris Financial LLC | 0.71% | Add +1.0% | 12,013 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -0.5% | 11,974 | $1.3M |
| Tilson Financial Group, Inc. | 0.41% | Reduce -5.5% | 11,829 | $1.2M |
| Bill Few Associates, Inc. | 0.32% | Add +0.9% | 11,799 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.24% | Reduce -4.1% | 11,777 | $1.2M |
| Bay Capital Advisors, LLC | 0.80% | Reduce -0.2% | 11,704 | $1.2M |
| Fingerlakes Wealth Management, Inc. | 0.79% | Reduce -0.1% | 11,652 | $1.2M |
| Towne Trust Company, N.A | 0.39% | Add +448.6% | 11,631 | $1.2M |
| PMG Wealth Management, Inc. | 0.92% | Reduce -0.8% | 11,623 | $1.2M |
| Potentia Wealth | 0.46% | Reduce -0.1% | 11,457 | $1.2M |
| Ethos Financial Group, LLC | 0.09% | Reduce -16.2% | 11,437 | $1.2M |
| FineMark National Bank & Trust | 0.04% | Add +2.8% | 11,361 | $1.2M |
| Certified Advisory Corp | 0.11% | Reduce -0.5% | 11,290 | $1.2M |
| Advus Financial Partners, LLC | 0.28% | No change | 11,130 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -1.6% | 11,124 | $1.2M |
| TFB Advisors LLC | 0.34% | Reduce -3.2% | 11,195 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +0.7% | 10,953 | $1.1M |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -2.0% | 10,850 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Add +1.9% | 10,826 | $1.1M |
| Sharkey, Howes & Javer | 0.14% | Reduce -70.4% | 10,787 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -47.1% | 10,785 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Reduce -0.1% | 10,704 | $1.1M |
| Confluence Wealth Services, Inc. | 0.06% | Add +2.0% | 10,680 | $1.1M |
| Lantz Financial LLC | 0.25% | No change | 10,670 | $1.1M |
| Alliancebernstein L.P. | 0.00% | New | 10,632 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +4.0% | 10,563 | $1.1M |
| DGS Capital Management, LLC | 0.20% | Reduce -2.5% | 10,489 | $1.1M |
| Spire Wealth Management | 0.04% | Add +9.8% | 10,248 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -10.1% | 10,246 | $1.1M |
| Secured Retirement Advisors, LLC | 0.59% | New | 10,127 | $1.1M |
| GGM Financial LLC | 0.53% | Add +2.9% | 10,006 | $1.0M |
| Arkadios Wealth Advisors | 0.03% | Add +8.6% | 9,949 | $1.0M |
| Pinion Investment Advisors, LLC | 0.28% | Reduce -0.7% | 9,744 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -1.4% | 9,854 | $1.0M |
| Mather Group, Llc. | 0.01% | Reduce -44.8% | 9,837 | $1.0M |
| Significant Wealth Partners LLC | 0.50% | No change | 9,811 | $1.0M |
| Prosperity Planning, Inc. | 0.39% | Reduce -7.0% | 9,793 | $1.0M |
| Tempus Wealth Planning, LLC | 0.23% | Reduce -20.7% | 9,787 | $1.0M |
| FC Advisory LLC | 0.30% | Add +0.3% | 9,772 | $1.0M |
| SFG Wealth Management, LLC. | 0.44% | Reduce -5.3% | 9,771 | $1.0M |
| Legacy Edge Advisors, LLC | 0.12% | Reduce -0.3% | 9,771 | $1.0M |
| Matauro, LLC | 0.16% | Reduce -4.0% | 9,759 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -2.8% | 9,690 | $1.0M |
| OmniStar Financial Group, Inc. | 0.61% | Add +4.5% | 9,663 | $1.0M |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -0.8% | 9,621 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | No change | 9,607 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | Add +45.4% | 9,536 | $997K |
| John W. Brooker & Co., CPAs | 2.02% | Add +6.3% | 9,524 | $995K |
| Parsons Capital Management Inc. | 0.06% | New | 9,502 | $993K |
| Apella Capital, LLC | 0.02% | Add +181.3% | 9,516 | $987K |
| Kelly Financial Services LLC | 0.25% | Reduce -1.4% | 9,420 | $984K |
| Tidal Investments LLC | 0.00% | Reduce -60.9% | 9,294 | $971K |
| Hilltop Holdings Inc. | 0.05% | Add +90.3% | 9,270 | $969K |
| Laurel Wealth Advisors LLC | 0.13% | Add +2.0% | 9,155 | $957K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.1% | 8,952 | $936K |
| Forthright Family Wealth Advisory LLC | 0.57% | New | 8,942 | $935K |
| Dahring | Cusmano LLC | 0.67% | Reduce -0.3% | 8,936 | $934K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +234.5% | 8,901 | $930K |
| Prospera Financial Services Inc | 0.02% | Add +4.6% | 8,865 | $927K |
| Orin Green Financial, LLC | 0.37% | Reduce -19.2% | 8,861 | $926K |
| First Trust Advisors LP | 0.00% | Add +15.2% | 8,841 | $924K |
| Rothschild Wealth LLC | 0.20% | No change | 8,840 | $924K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,789 | $919K |
| Focus Financial Network, Inc. | 0.03% | Add +17.7% | 8,742 | $914K |
| Venturi Wealth Management, LLC | 0.04% | Add +2.4% | 8,671 | $906K |
| Willner & Heller, LLC | 0.69% | Reduce -3.3% | 8,635 | $902K |
| Mach-1 Financial Group, LLC | 0.14% | Reduce -5.0% | 8,589 | $898K |
| Integrity Advisory Solutions, LLC | 0.14% | — | 8,589 | $898K |
| 626 Financial, LLC | 0.39% | No change | 8,542 | $893K |
| Wealthfront Advisers LLC | 0.00% | Add +230.8% | 8,540 | $893K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -93.1% | 8,522 | $891K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +0.0% | 8,428 | $881K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.2% | 8,378 | $876K |
| Guerra Advisors Inc | 0.32% | Add +27.6% | 8,318 | $869K |
| IMA Advisory Services, Inc. | 0.09% | Add +19.8% | 8,302 | $868K |
| MinichMacGregor Wealth Management, LLC | 0.17% | New | 8,294 | $867K |
| Schrum Private Wealth Management LLC | 0.64% | Add +0.1% | 8,285 | $866K |
| NewEdge Wealth, LLC | 0.01% | Add +3.0% | 7,962 | $852K |
| Leigh Baldwin & Co., LLC | 0.47% | Reduce -1.9% | 8,071 | $844K |
| First National Bank of Omaha | 0.05% | No change | 8,067 | $843K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.6% | 7,978 | $834K |
| Capital Management Associates, Inc | 0.22% | Add +0.1% | 7,779 | $813K |
| Juncture Wealth Strategies, LLC | 0.27% | Reduce -22.5% | 7,729 | $808K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.5% | 7,663 | $801K |
| Edgestream Partners, L.P. | 0.02% | Add +217.6% | 7,651 | $800K |
| Valpey Financial Services, LLC | 0.52% | Add +2.5% | 7,651 | $800K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.5% | 7,641 | $799K |
| Wallington Asset Management, LLC | 0.10% | Add +0.8% | 7,640 | $798K |
| SBI Securities Co., Ltd. | 0.02% | Add +4.3% | 7,635 | $798K |
| Stephens Inc. | 0.01% | Reduce -11.5% | 7,606 | $795K |
| Beacon Bank & Trust | 0.17% | Reduce -8.5% | 7,586 | $793K |
| Pure Financial Advisors, LLC | 0.01% | Add +6.5% | 7,559 | $790K |
| 4WEALTH Advisors, Inc. | 0.73% | Reduce -2.6% | 7,521 | $786K |
| Brio Consultants, LLC | 0.11% | Reduce -0.4% | 7,506 | $784K |
| Procyon Advisors, LLC | 0.05% | Reduce -7.3% | 7,491 | $783K |
| Global View Capital Management LLC | 0.16% | Add +21.4% | 7,428 | $776K |
| TFR Capital, LLC. | 0.26% | Reduce -1.2% | 7,377 | $771K |
| Flow Traders U.S. LLC | 0.03% | New | 7,372 | $770K |
| Founders Financial Alliance, LLC | 0.14% | Add +2.1% | 7,258 | $759K |
| Rosenblum Silverman Sutton S F Inc. | 0.17% | Add +4.2% | 7,215 | $754K |
| PKS Advisory Services, LLC | 0.17% | Reduce -17.6% | 7,194 | $752K |
| Principle Wealth Partners LLC | 0.04% | Reduce -1.4% | 7,176 | $750K |
| Soltis Investment Advisors LLC | 0.05% | Add +5.3% | 7,165 | $749K |
| Csenge Advisory Group | 0.04% | Add +51.7% | 7,156 | $748K |
| Advyzon Investment Management, LLC | 0.13% | Add +7.6% | 7,144 | $747K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.2% | 7,143 | $746K |
| Wedbush Securities Inc. | 0.02% | Add +92.4% | 7,136 | $746K |
| Ellevest, Inc. | 0.11% | No change | 7,138 | $746K |
| Solutions 4 Wealth, Ltd | 1.16% | Add +7.6% | 7,129 | $745K |
| Diversified Enterprises, LLC | 0.05% | Add +0.4% | 7,063 | $738K |
| Two Sigma Investments, LP | 0.00% | Reduce -99.0% | 7,000 | $732K |
| Glenmede Investment Management, LP | 0.00% | No change | 6,948 | $726K |
| Fisher Asset Management | 0.00% | New | 6,941 | $725K |
| Creative Financial Designs Inc. | 0.05% | Add +18.3% | 6,939 | $725K |
| FFT Wealth Management LLC | 0.13% | Add +0.1% | 6,844 | $715K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -18.5% | 6,820 | $713K |
| Richmond Investment Services, LLC | 0.13% | Add +0.9% | 6,805 | $711K |
| McClarren Financial Advisors, Inc. | 0.43% | Reduce -24.0% | 5,149 | $709K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +1.3% | 6,746 | $705K |
| GC Wealth Management RIA, LLC | 0.02% | New | 6,629 | $693K |
| Annex Advisory Services, LLC | 0.01% | New | 6,513 | $681K |
| One Charles Private Wealth Services, LLC | 0.18% | Reduce -11.5% | 6,502 | $680K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.3% | 6,483 | $678K |
| Crescent Sterling, Ltd. | 0.71% | Reduce -1.4% | 6,435 | $673K |
| Pandora Wealth, Inc. | 0.41% | No change | 6,430 | $672K |
| Insigneo Advisory Services, LLC | 0.05% | Add +0.1% | 6,374 | $666K |
| Flagship Private Wealth, LLC | 0.27% | Reduce -14.8% | 6,373 | $666K |
| Aviso Wealth Management | 0.29% | Reduce -2.6% | 6,349 | $664K |
| Aprio Wealth Management, LLC | 0.07% | Add +2.6% | 6,313 | $660K |
| Sei Investments Co. | 0.00% | Add +4.8% | 6,291 | $657K |
| Innovative Wealth Building LLC | 0.51% | Add +5.0% | 6,278 | $656K |
| Triad Wealth Partners, LLC | 0.08% | Add +22.1% | 6,274 | $656K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 6,239 | $652K |
| Redwood Financial Network Corp | 0.41% | Reduce -10.3% | 6,236 | $652K |
| Community Bank, N.A. | 0.08% | Reduce -1.2% | 6,220 | $650K |
| Global Financial Private Client, LLC | 0.23% | Add +9.2% | 6,210 | $649K |
| APS Management Group, Inc. | 0.57% | — | 6,153 | $643K |
| Linscomb Wealth, Inc. | 0.03% | No change | 6,143 | $642K |
| Vawter Financial, Ltd. | 0.29% | New | 6,141 | $642K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.1% | 5,948 | $622K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -15.4% | 5,903 | $617K |
| Tucker Asset Management LLC | 0.19% | Add +22.7% | 5,901 | $617K |
| Worth Financial Advisory Group, LLC | 0.35% | Reduce -1.0% | 5,889 | $615K |
| Fox Financial, Inc | 0.49% | Reduce -6.4% | 5,874 | $614K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Reduce -1.6% | 5,811 | $607K |
| Wealthgarden F.S. LLC | 0.43% | No change | 5,773 | $607K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -3.3% | 5,780 | $604K |
| Tandem Capital Management Corp. | 0.28% | Add +0.2% | 5,730 | $599K |
| Jacobi Capital Management LLC | 0.04% | Reduce -5.8% | 5,720 | $598K |
| Bokf, NA | 0.01% | Add +90.0% | 5,712 | $597K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -20.4% | 5,698 | $593K |
| Concorde Asset Management, LLC | 0.25% | — | 5,637 | $592K |
| Breakthru Advisory Services, LLC | 0.39% | New | 5,641 | $590K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.8% | 5,627 | $588K |
| Hiley Hunt Wealth Management | 0.28% | Reduce -18.0% | 5,623 | $588K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -7.8% | 5,600 | $585K |
| Somerset Trust Co | 0.18% | Reduce -3.1% | 5,596 | $585K |
| ProVise Management Group, LLC | 0.04% | Add +2.4% | 5,594 | $585K |
| Northeast Planning Associates, Inc. / NH / | 0.50% | Reduce -0.9% | 5,587 | $584K |
| Colonial River Investments, LLC | 0.21% | Reduce -6.2% | 5,555 | $581K |
| GeoWealth Management, LLC | 0.02% | Add +167.2% | 5,544 | $579K |
| Waters Parkerson & Co., LLC | 0.03% | New | 5,534 | $578K |
| Realta Investment Advisors | 0.19% | Reduce -2.6% | 5,491 | $574K |
| Level Four Advisory Services, LLC | 0.02% | Add +30.9% | 5,485 | $573K |
| JT Stratford LLC | 0.08% | Add +1.5% | 5,411 | $566K |
| Coordinated Financial Services, Inc. | 0.37% | Add +52.9% | 5,408 | $565K |
| Jessup Wealth Management, Inc | 0.21% | No change | 5,348 | $559K |
| McDonough Capital Management, Inc | 0.28% | Reduce -0.5% | 5,338 | $558K |
| Virtue Capital Management, LLC | 0.09% | Add +76.6% | 10,074 | $557K |
| Wedmont Private Capital | 0.02% | Reduce -9.8% | 5,285 | $554K |
| Greenleaf Trust | 0.01% | No change | 5,287 | $553K |
| Beacon Capital Management, LLC | 0.08% | Add +26.1% | 5,255 | $549K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.25% | Reduce -86.7% | 5,236 | $547K |
| Sovran Advisors, LLC | 0.05% | Reduce -11.0% | 4,994 | $538K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -9.3% | 5,115 | $535K |
| Fusion Capital, LLC | 0.16% | Reduce -5.7% | 4,934 | $533K |
| Kropog Financial Group, LLC | 0.44% | Add +0.1% | 5,091 | $532K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +30.9% | 5,088 | $532K |
| Samalin Investment Counsel, LLC | 0.18% | Add +10.3% | 5,029 | $526K |
| Rockline Wealth Management, LLC | 0.11% | Reduce -3.6% | 5,020 | $525K |
| Davies Financial Advisors, Inc. | 0.42% | Reduce -4.6% | 5,003 | $523K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -2.4% | 4,997 | $522K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -2.9% | 4,936 | $516K |
| Donaldson Capital Management, LLC | 0.02% | Add +17.2% | 4,936 | $516K |
| WJ Wealth Management, LLC | 0.23% | Reduce -50.2% | 4,738 | $512K |
| Balentine LLC | 0.02% | Reduce -0.7% | 4,884 | $510K |
| IFS Group,LLC | 0.45% | — | 4,837 | $508K |
| Arrow Financial Corp | 0.05% | No change | 4,842 | $506K |
| Brian Low Financial Group, LLC | 0.39% | Add +10.1% | 4,822 | $504K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +86.4% | 4,807 | $502K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $502K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $500K |
| Vanguard Group Inc. | 0.00% | Add +10.8% | 4,771 | $499K |
| Paladin Advisory Group, LLC | 0.38% | Reduce -0.5% | 4,716 | $493K |
| Flputnam Investment Management Co. | 0.01% | Add +2.1% | 4,673 | $488K |
| Prostatis Group LLC | 0.12% | Add +5.8% | 4,653 | $486K |
| New Century Financial Group, LLC | 0.86% | Reduce -20.9% | 4,649 | $486K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.3% | 4,603 | $481K |
| Tactive Advisors, LLC | 0.14% | No change | 4,600 | $481K |
| KPP Advisory Services LLC | 0.07% | Add +5.3% | 4,531 | $474K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.1% | 4,529 | $473K |
| Neuberger Berman Group LLC | 0.00% | Add +63.0% | 4,517 | $472K |
| Daymark Wealth Partners, LLC | 0.02% | New | 4,507 | $471K |
| Americana Partners, LLC | 0.01% | No change | 4,505 | $471K |
| D.A. Davidson & Co. | 0.00% | Add +35.2% | 4,498 | $470K |
| TCP Asset Management, LLC | 0.08% | Reduce -2.3% | 4,468 | $467K |
| Accel Wealth Management | 0.13% | Add +0.1% | 4,438 | $464K |
| Lion Street Advisors, LLC | 0.16% | Add +77.8% | 6,599 | $461K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +1.7% | 4,337 | $453K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,330 | $453K |
| RMR Wealth Builders | 0.04% | Add +0.1% | 4,306 | $450K |
| Nwam LLC | 0.02% | Add +0.8% | 4,252 | $446K |
| Financial Management Network Inc. | 0.07% | Reduce -20.0% | 4,228 | $445K |
| Copley Financial Group, Inc. | 0.30% | Reduce -20.7% | 4,248 | $444K |
| Abbot Financial Management, Inc. | 0.19% | Reduce -0.6% | 4,225 | $442K |
| Cozad Asset Management Inc. | 0.04% | Add +14.9% | 4,206 | $440K |
| Chris Bulman Inc | 0.22% | Add +21.8% | 4,171 | $436K |
| Stiles Financial Services Inc | 0.14% | Add +11.4% | 4,157 | $434K |
| Oregon Pacific Wealth Management, LLC | 0.37% | Add +37.1% | 4,147 | $433K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -11.1% | 4,140 | $433K |
| Ieq Capital, LLC | 0.00% | Add +30.0% | 4,113 | $430K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -15.0% | 4,109 | $430K |
| LVW Advisors, LLC | 0.04% | New | 4,104 | $429K |
| Apeiron RIA LLC | 0.10% | Add +4.8% | 4,069 | $425K |
| Sonata Capital Group Inc. | 0.16% | No change | 4,061 | $424K |
| Eagle Global Advisors LLC | 0.02% | No change | 4,030 | $421K |
| Moors & Cabot, Inc. | 0.02% | Add +19.0% | 4,026 | $421K |
| RBA Wealth Management, LLC | 0.14% | Add +2.3% | 4,005 | $419K |
| FWG Investments, LLC. | 0.29% | Add +0.6% | 4,001 | $418K |
| Delta Capital Management LLC | 0.22% | No change | 4,000 | $418K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -7.1% | 3,986 | $417K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -7.8% | 3,980 | $416K |
| ETF Store, Inc. | 0.44% | Add +22.4% | 3,962 | $414K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | No change | 3,946 | $412K |
| Everstar Asset Management, LLC | 0.23% | No change | 3,935 | $411K |
| New Covenant Trust Company, N.A. | 0.38% | No change | 3,869 | $404K |
| Glassy Mountain Advisors, Inc. | 0.12% | New | 3,862 | $404K |
| Centurion Wealth Management LLC | 0.09% | Add +1.4% | 3,847 | $402K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +11.6% | 3,836 | $401K |
| Keebeck Wealth Management | 0.05% | No change | 3,809 | $398K |
| LifeGoal Investments, LLC | 0.33% | No change | 3,775 | $395K |
| GAMCO Investors | 0.00% | No change | 3,750 | $392K |
| Keener Financial Planning LLC | 0.18% | No change | 3,744 | $391K |
| Ballast, Inc. | 0.09% | Reduce -18.2% | 3,725 | $389K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +18.4% | 3,720 | $389K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.4% | 3,707 | $387K |
| Amara Financial, Llc. | 0.28% | No change | 3,697 | $386K |
| Synergy Asset Management, LLC | 0.01% | New | 3,688 | $385K |
| AIFG Consultants Ltd. | 0.68% | Reduce -9.1% | 3,687 | $385K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.1% | 3,684 | $385K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -23.6% | 3,682 | $385K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 3,659 | $382K |
| Condor Capital Management | 0.03% | Add +18.9% | 3,624 | $379K |
| Vectors Research Management, LLC | 0.12% | New | 3,612 | $377K |
| Insight Wealth Strategies, LLC | 0.04% | Add +0.1% | 3,596 | $376K |
| Retireful, LLC | 0.36% | Reduce -26.9% | 3,590 | $375K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,554 | $371K |
| Sowell Financial Services LLC | 0.01% | Add +26.0% | 3,509 | $367K |
| Ironwood Financial, llc | 0.06% | Reduce -17.7% | 3,499 | $366K |
| XTX Topco Ltd | 0.02% | Reduce -10.2% | 3,474 | $363K |
| Mayfair Advisory Group, LLC | 0.16% | Add +0.0% | 3,469 | $362K |
| Topsail Wealth Management, LLC | 0.06% | Add +0.1% | 3,464 | $362K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -3.3% | 3,439 | $359K |
| Madden Advisory Services, Inc. | 0.15% | Reduce -3.0% | 3,433 | $359K |
| Fulcrum Equity Management | 0.36% | Add +1.5% | 3,414 | $357K |
| Swmg, LLC | 0.11% | Reduce -71.2% | 3,374 | $355K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.9% | 3,373 | $353K |
| Montz Harcus Wealth Management LLC | 0.15% | Add +12.7% | 3,373 | $353K |
| Sepio Capital, LP | 0.02% | New | 3,350 | $350K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -54.4% | 3,346 | $350K |
| Cornerstone Financial Group, LLC | 0.27% | Reduce -1.1% | 3,312 | $346K |
| Black Diamond Financial, LLC | 0.04% | New | 3,272 | $342K |
| Tevis Investment Management | 0.21% | Reduce -2.8% | 3,262 | $341K |
| Empowered Funds, LLC | 0.00% | New | 3,259 | $341K |
| AlTi Global, Inc. | 0.01% | Add +0.0% | 3,227 | $337K |
| Drucker Wealth 3.0, LLC | 0.06% | No change | 3,218 | $336K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.4% | 3,207 | $335K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 3,181 | $332K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -1.4% | 3,175 | $332K |
| Sherman Asset Management, Inc. | 0.28% | Reduce -2.1% | 3,160 | $330K |
| Olistico Wealth, LLC | 0.17% | Reduce -8.5% | 3,145 | $329K |
| Financial Consulate, Inc. | 0.05% | New | 3,144 | $329K |
| Parallel Advisors, LLC | 0.01% | Add +0.8% | 3,140 | $328K |
| Snider Financial Group | 0.09% | Reduce -0.3% | 3,136 | $328K |
| TD Waterhouse Canada Inc. | 0.00% | Add +27.6% | 3,120 | $328K |
| First National Corp. /Ma/ | 0.06% | No change | 3,119 | $327K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.1% | 3,125 | $327K |
| Crown Wealth Group, LLC | 0.10% | Add +2.4% | 3,114 | $325K |
| CMC Financial Group | 0.60% | New | 3,085 | $322K |
| Solano Wealth Investment Advisors LLC | 0.16% | No change | 3,080 | $322K |
| GK Wealth Management LLC | 0.24% | Add +6.8% | 3,074 | $321K |
| BlackRock, Inc. | 0.00% | Reduce -94.8% | 3,071 | $321K |
| Eclectic Associates Inc. | 0.06% | Reduce -2.5% | 3,071 | $321K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Add +18.9% | 3,064 | $320K |
| Crowley Wealth Management, Inc. | 0.25% | Reduce -3.0% | 3,060 | $320K |
| Mustard Seed Financial, LLC | 0.20% | Add +2.6% | 3,048 | $319K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,048 | $319K |
| Stratos Investment Management, LLC | 0.01% | Add +0.1% | 3,046 | $318K |
| Reyes Financial Architecture, Inc. | 0.22% | Reduce -0.4% | 3,046 | $318K |
| Simon Quick Advisors, LLC | 0.01% | Reduce -17.0% | 3,044 | $318K |
| Warner Financial, Inc. | 0.12% | Add +0.1% | 3,040 | $318K |
| Choate Investment Advisors | 0.01% | Add +6.0% | 3,033 | $317K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 3,030 | $317K |
| Fiduciary Group, LLC | 0.03% | Add +3.0% | 3,006 | $314K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 2,998 | $313K |
| Grantvest Financial Group LLC | 0.22% | Add +0.2% | 2,992 | $313K |
| Investment Partners, LTD. | 0.11% | No change | 2,980 | $311K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.9% | 2,973 | $311K |
| Ballast Advisors LLC | 0.09% | Reduce -0.8% | 2,968 | $310K |
| SMART Wealth LLC | 0.12% | Add +39.0% | 2,967 | $310K |
| Bogart Wealth, LLC | 0.01% | Reduce -29.7% | 2,947 | $308K |
| Evoke Wealth, LLC | 0.01% | New | 2,944 | $308K |
| Monograph Wealth Advisors, LLC | 0.03% | New | 2,942 | $307K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.1% | 2,942 | $307K |
| Peak Asset Management, LLC | 0.05% | Add +3.8% | 2,940 | $307K |
| Laraway Financial Advisors Inc | 0.21% | Add +0.6% | 2,914 | $305K |
| Maltin Wealth Management, Inc. | 0.13% | Add +0.1% | 2,906 | $304K |
| Novem Group | 0.04% | Add +35.4% | 2,873 | $300K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -73.6% | 2,791 | $299K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,852 | $298K |
| Post Resch Tallon Group Inc. | 0.26% | Add +0.1% | 2,838 | $297K |
| Valtrion Capital Management, LLC | 0.32% | New | 2,829 | $296K |
| Private Wealth Asset Management, LLC | 0.03% | Add +79.4% | 2,824 | $295K |
| Providence Financial Advisors, LLC | 0.28% | — | 2,817 | $294K |
| Future Fund LLC | 0.10% | No change | 2,810 | $294K |
| Maridea Wealth Management LLC | 0.05% | New | 2,773 | $292K |
| Retirement Solution LLC | 0.07% | Add +0.1% | 2,780 | $291K |
| Sage Rhino Capital LLC | 0.06% | No change | 2,771 | $290K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $288K |
| Infinity Wealth Counsel, LLC | 0.28% | Reduce -8.3% | 2,750 | $287K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +4.2% | 2,747 | $287K |
| Valued Retirements, Inc. | 0.32% | No change | 3,004 | $286K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,732 | $286K |
| RS Crum Inc. | 0.06% | No change | 2,722 | $285K |
| von Borstel & Associates, Inc. | 0.04% | Reduce -0.2% | 2,628 | $283K |
| Old Second National Bank of Aurora | 0.06% | Reduce -1.1% | 2,700 | $282K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,700 | $282K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 2,694 | $282K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,693 | $281K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -1.8% | 2,692 | $281K |
| MGB Wealth Management, LLC | 0.08% | Add +0.7% | 2,690 | $281K |
| Ascentis Wealth Management, LLC | 0.07% | No change | 2,678 | $280K |
| Clark Asset Management, LLC | 0.03% | No change | 2,654 | $277K |
| LRI Investments, LLC | 0.02% | No change | 2,647 | $277K |
| Financial & Tax Architects, LLC | 0.06% | Reduce -25.1% | 2,638 | $276K |
| Plimoth Trust Co. LLC | 0.06% | No change | 2,627 | $275K |
| ZEGA Investments, LLC | 0.06% | Reduce -15.3% | 2,625 | $274K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -16.7% | 2,624 | $274K |
| Maripau Wealth Management LLC | 0.14% | Reduce -5.9% | 2,611 | $273K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $273K |
| Smith, Moore & Co. | 0.02% | Reduce -18.9% | 2,607 | $272K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,604 | $272K |
| Forefront Wealth Partners, LLC | 0.07% | New | 2,599 | $272K |
| Roman Butler Fullerton & Co. | 0.07% | Add +5.0% | 2,483 | $272K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.8% | 2,593 | $271K |
| Joule Financial, LLC | 0.08% | New | 2,591 | $271K |
| Falcon Wealth Planning | 0.02% | Reduce -0.4% | 2,572 | $269K |
| First Citizens Financial Corp | 0.13% | No change | 2,571 | $269K |
| Invested Advisors | 0.39% | — | 3,021 | $268K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $268K |
| GAMMA Investing LLC | 0.01% | No change | 2,557 | $267K |
| Facet Wealth, Inc. | 0.01% | New | 2,548 | $266K |
| Phillips Financial Management, LLC | 0.02% | New | 2,541 | $266K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -1.2% | 2,523 | $264K |
| Mainsail Asset Management, LLC | 0.12% | No change | 2,516 | $263K |
| Blue Trust, Inc. | 0.00% | Add +9.9% | 2,506 | $262K |
| Discipline Wealth Solutions, LLC | 0.07% | New | 2,468 | $258K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.7% | 2,446 | $256K |
| Brighton Jones LLC | 0.01% | Reduce -21.3% | 2,435 | $254K |
| Signature Wealth Management Partners, LLC | 0.13% | New | 2,428 | $254K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -83.9% | 2,424 | $253K |
| StoneX Group Inc. | 0.01% | Reduce -19.4% | 2,423 | $253K |
| Xcel Wealth Management, LLC | 0.07% | New | 2,416 | $253K |
| Argent Trust Co | 0.01% | No change | 2,396 | $250K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -14.4% | 2,373 | $248K |
| WNY Asset Management, LLC | 0.02% | Add +0.6% | 2,352 | $246K |
| PUREfi Wealth, LLC | 0.19% | No change | 2,346 | $245K |
| Calamos Advisors LLC | 0.00% | New | 2,326 | $243K |
| Keybank National Association | 0.00% | New | 2,313 | $242K |
| Gradient Investments LLC | 0.00% | New | 2,307 | $241K |
| Regions Financial Corp. | 0.00% | Reduce -21.9% | 2,293 | $240K |
| Grandview Asset Management LLC | 0.07% | New | 2,285 | $239K |
| Brooklyn Investment Group | 0.03% | No change | 2,489 | $236K |
| Second Line Capital, LLC | 0.05% | Add +1.1% | 2,245 | $235K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 2,245 | $235K |
| Westside Investment Management, Inc. | 0.04% | Add +25.0% | 2,219 | $233K |
| Choreo, LLC | 0.00% | New | 2,212 | $231K |
| SlateStone Wealth, LLC | 0.02% | No change | 2,210 | $231K |
| Summitry LLC | 0.01% | New | 2,209 | $231K |
| Purkiss Capital Advisors LLC | 0.11% | New | 2,203 | $230K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.1% | 2,202 | $230K |
| MFA Wealth Services | 0.16% | Add +0.1% | 2,186 | $228K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,184 | $228K |
| Gemmer Asset Management LLC | 0.02% | Reduce -4.3% | 2,178 | $228K |
| waypoint wealth counsel | 0.09% | Add +0.9% | 2,177 | $228K |
| Arq Wealth Advisors, LLC | 0.07% | New | 2,157 | $225K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.9% | 2,150 | $225K |
| Moseley Investment Management Inc. | 0.07% | No change | 2,117 | $221K |
| Independent Solutions Wealth Management, LLC | 0.04% | Reduce -5.6% | 2,113 | $221K |
| Bensler, LLC | 0.02% | Add +0.1% | 2,105 | $220K |
| Heritage Investors Management Corp. | 0.01% | New | 2,044 | $214K |
| North Star Asset Management Inc. | 0.01% | New | 2,030 | $212K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 2,023 | $211K |
| Bessemer Group Inc. | 0.00% | No change | 2,021 | $211K |
| Main Street Financial Solutions, LLC | 0.01% | New | 2,009 | $210K |
| Central Valley Advisors, LLC | 0.06% | New | 2,006 | $210K |
| JMG Financial Group, Ltd. | 0.01% | New | 2,006 | $210K |
| Cibc World Market Inc. | 0.00% | Reduce -6.9% | 2,001 | $209K |
| Lee Johnson Capital Management, LLC | 0.07% | New | 1,997 | $209K |
| Liberty Wealth Management LLC | 0.03% | New | 1,988 | $208K |
| Parisi Gray Wealth Management | 0.05% | New | 1,976 | $207K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,970 | $206K |
| KCM Investment Advisors LLC | 0.01% | New | 1,957 | $205K |
| Bailard, Inc. | 0.00% | New | 1,952 | $204K |
| Eastern Bank | 0.00% | No change | 1,950 | $204K |
| Red Door Wealth Management, LLC | 0.02% | New | 1,949 | $204K |
| 1900 Wealth Management LLC | 0.01% | New | 1,948 | $204K |
| Axis Wealth Partners, LLC | 0.12% | New | 1,947 | $203K |
| Scarborough Advisors, LLC | 0.04% | Add +17.9% | 1,947 | $203K |
| Sapient Capital LLC | 0.00% | New | 1,943 | $202K |
| First Western Trust Bank | 0.01% | New | 1,931 | $202K |
| Worth Asset Management, LLC | 0.09% | New | 1,930 | $202K |
| Sandy Cove Advisors, LLC | 0.06% | New | 1,914 | $200K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +50.6% | 1,877 | $196K |
| Insight Inv LLC | 0.11% | No change | 1,815 | $190K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $186K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $178K |
| Avion Wealth | 0.04% | Reduce -13.9% | 1,687 | $176K |
| Sound Income Strategies, LLC | 0.01% | No change | 1,659 | $175K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,600 | $167K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -37.6% | 1,576 | $165K |
| Morling Financial Advisors, LLC | 0.05% | Reduce -11.6% | 1,574 | $164K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $163K |
| Colonial Trust Co / SC | 0.02% | No change | 1,548 | $162K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $159K |
| Salem Investment Counselors Inc. | 0.00% | Add +74.1% | 1,504 | $157K |
| Independence Bank of Kentucky | 0.02% | Reduce -18.7% | 1,475 | $154K |
| Root Financial Partners, LLC | 0.01% | New | 1,403 | $147K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -56.3% | 1,398 | $146K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,372 | $143K |
| Clear Investment Research, LLC | 0.19% | Add +0.1% | 1,334 | $139K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 1,331 | $139K |
| Clearstead Advisors, LLC | 0.00% | Add +36.3% | 1,318 | $138K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 1,299 | $136K |
| National Bank of Canada | 0.00% | Reduce -35.7% | 1,274 | $133K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,273 | $133K |
| Howe & Rusling Inc. | 0.01% | No change | 1,246 | $130K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,245 | $130K |
| CENTRAL TRUST Co | 0.00% | No change | 1,227 | $128K |
| MCF Advisors LLC | 0.01% | Add +321.9% | 1,194 | $125K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $124K |
| Copia Wealth Management | 0.09% | Reduce -7.9% | 1,163 | $122K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,162 | $121K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -52.9% | 1,150 | $120K |
| Global Trust Asset Management, LLC | 0.05% | No change | 1,094 | $114K |
| Rowlandmiller & Partners.adv | 0.02% | New | 1,043 | $109K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,036 | $108K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -4.3% | 1,032 | $108K |
| ORG Partners LLC | 0.02% | No change | 1,017 | $106K |
| Providence Capital Advisors, LLC | 0.02% | Add +10.6% | 1,010 | $106K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,000 | $105K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 973 | $102K |
| Canton Hathaway, LLC | 0.02% | New | 968 | $101K |
| Crewe Advisors LLC | 0.01% | Add +8.1% | 958 | $100K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -20.8% | 951 | $99K |
| Whittier Trust Co. | 0.00% | No change | 944 | $99K |
| Fairman Group, LLC | 0.08% | Reduce -24.4% | 945 | $99K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 944 | $99K |
| Albion Financial Group | 0.01% | New | 942 | $98K |
| Strategic Investment Advisors / MI | 0.01% | New | 133,995 | $97K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 918 | $96K |
| Coston, McIsaac & Partners | 0.02% | Reduce -5.3% | 885 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -11.9% | 865 | $90K |
| Costello Asset Management, INC | 0.03% | No change | 835 | $87K |
| Spirit of America Management Corp. | 0.02% | Reduce -0.1% | 830 | $87K |
| Trust Co. of Vermont | 0.00% | Add +273.9% | 804 | $84K |
| VSM Wealth Advisory, LLC | 0.03% | Add +47.4% | 771 | $81K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -19.7% | 750 | $78K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $78K |
| Midwest Capital Advisors, LLC | 0.04% | New | 716 | $75K |
| Ancora Advisors LLC | 0.00% | No change | 709 | $74K |
| NFSG Corp | 0.01% | No change | 705 | $74K |
| Gen-Wealth Partners Inc | 0.02% | No change | 700 | $73K |
| Richardson Financial Services Inc. | 0.04% | Add +5.2% | 694 | $73K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | Reduce -1.7% | 688 | $72K |
| Grand Wealth Management, LLC | 0.03% | New | 686 | $72K |
| Cornerstone Planning Group LLC | 0.01% | New | 1,257 | $70K |
| Hughes Financial Services, LLC | 0.01% | No change | 651 | $70K |
| Manchester Capital Management LLC | 0.01% | Add +2576.0% | 669 | $70K |
| Luminist Capital LLC | 0.06% | No change | 663 | $70K |
| Steph & Co. | 0.02% | No change | 663 | $69K |
| Creekmur Asset Management LLC | 0.01% | No change | 625 | $65K |
| Caitlin John, LLC | 0.04% | New | 614 | $64K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $63K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.2% | 584 | $61K |
| City Holding Co. | 0.01% | Reduce -4.9% | 580 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 556 | $58K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Reduce -91.2% | 491 | $51K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $47K |
| Security National Bank | 0.01% | No change | 443 | $46K |
| Park Square Financial Group, LLC | 0.20% | Reduce -4.6% | 435 | $45K |
| Pineridge Advisors LLC | 0.01% | Reduce -1.2% | 401 | $42K |
| Pacifica Partners Inc. | 0.01% | No change | 399 | $42K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 396 | $41K |
| Barrett & Company, Inc. | 0.01% | No change | 395 | $41K |
| Tompkins Financial Corp. | 0.00% | No change | 380 | $40K |
| Integrity Financial Corp | 0.02% | Add +0.5% | 376 | $39K |
| SJS Investment Consulting Inc. | 0.00% | No change | 339 | $35K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 312 | $33K |
| Wolff Wiese Magana LLC | 0.02% | No change | 306 | $32K |
| Quaker Wealth Management, LLC | 0.01% | No change | 301 | $32K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 301 | $31K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $31K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 300 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $31K |
| BankPlus Trust Department | 0.01% | No change | 289 | $30K |
| CGC Financial Services, LLC | 0.01% | New | 286 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 270 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -57.0% | 253 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -7.0% | 252 | $26K |
| Clayton Financial Group LLC | 0.02% | New | 250 | $26K |
| Deutsche Bank AG | 0.00% | Add +100.0% | 250 | $26K |
| Financial Life Planners | 0.02% | New | 246 | $26K |
| United Financial Planning Group LLC | 0.02% | — | 242 | $25K |
| Optiver Holding B.V. | 0.00% | New | 239 | $25K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $25K |
| TFC Financial Management, Inc. | 0.00% | New | 230 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $24K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $24K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $24K |
| Heritage Wealth Advisors | 0.00% | New | 223 | $23K |
| Valued Wealth Advisors LLC | 0.01% | No change | 212 | $22K |
| Imprint Wealth LLC | 0.07% | — | 207 | $22K |
| HM Payson & Co. | 0.00% | No change | 188 | $20K |
| Richardson Capital Management LLC | 0.01% | New | 174 | $18K |
| Hager Investment Management Services, LLC | 0.01% | No change | 165 | $17K |
| Horizons Wealth Management | 0.01% | No change | 158 | $17K |
| Elevation Wealth Partners, LLC | 0.01% | New | 138 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 138 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $14K |
| NBT Bank, N.A. | 0.00% | Reduce -17.3% | 105 | $13K |
| Pacific Center for Financial Services | 0.00% | No change | 121 | $13K |
| Morse Asset Management, Inc | 0.00% | No change | 116 | $12K |
| Ameriflex Group, Inc. | 0.00% | Reduce -89.3% | 110 | $11K |
| Kiker Wealth Management, LLC | 0.01% | Add +58.8% | 108 | $11K |
| Bangor Savings Bank | 0.00% | No change | 101 | $11K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 95 | $10K |
| Winnacle Wealth LLC | 0.01% | New | 90 | $9K |
| Abound Wealth Management | 0.00% | No change | 90 | $9K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 88 | $9K |
| Breakwater Investment Management | 0.00% | No change | 88 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 86 | $9K |
| Anfield Capital Management, LLC | 0.00% | No change | 84 | $9K |
| Team Financial Group, LLC | 0.00% | No change | 83 | $9K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $8K |
| Archer Investment Corp | 0.00% | Add +22.9% | 75 | $8K |
| Noble Wealth Management PBC | 0.00% | — | 72 | $8K |
| Main Street Group, LTD | 0.00% | No change | 72 | $7K |
| Addison Advisors LLC | 0.00% | No change | 71 | $7K |
| TD Capital Management LLC | 0.00% | Add +1.7% | 60 | $6K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -1.7% | 57 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 56 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -11.1% | 48 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -61.3% | 48 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 46 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 43 | $5K |
| Logan Capital Management Inc. | 0.00% | No change | 40 | $4K |
| Strategic Advocates LLC | 0.00% | New | 39 | $4K |
| Sawyer & Company, Inc | 0.00% | New | 38 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 37 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 37 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 31 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 28 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | — | 25 | $3K |
| EPG Wealth Management LLC | 0.00% | New | 20 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 16 | $2K |
| Affinity Wealth LLC | 0.00% | Reduce -90.2% | 16 | $2K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.0% | 15 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -95.5% | 14 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 12 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 12 | $1K |
| Tripletail Wealth Management, LLC | 0.00% | New | 11 | $1K |
| West Branch Capital LLC | 0.00% | No change | 10 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 5 | $523 |
| Truvestments Capital LLC | 0.00% | Reduce -99.5% | 4 | $418 |
| Alerus Financial NA | 0.00% | Reduce -76.5% | 4 | $418 |
| REAP Financial Group, LLC | 0.00% | No change | 3 | $314 |
| HighMark Wealth Management LLC | 0.00% | New | 1 | $105 |
"% 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.