SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q4 2025 (December 31)1,350holders +130
94new positions
61sold out
6famous investors
$106.64avg. 13F price*
At the end of Q4 2025, 1,350 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 130 from Q3 2025. 94 opened new positions and 61 sold out. The largest holders were LPL Financial LLC ($4.3B), Financial Engines Advisors L.L.C. ($1.8B) and Morgan Stanley ($1.7B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $177.8M |
| Exits | 61 | $200.2M |
All 13F filers, Q3 2025 → Q4 2025: 23,678,015 shares bought and 12,573,488 shares sold, net +11,104,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,350 holders
| LPL Financial LLC | 1.17% | Add +2.6% | 40,217,777 | $4.3B |
| Financial Engines Advisors L.L.C. | 3.49% | Reduce -3.9% | 17,287,655 | $1.8B |
| Morgan Stanley | 0.10% | Add +95.9% | 16,219,528 | $1.7B |
| Goldman Sachs Group Inc. | 0.22% | Add +1.1% | 14,387,316 | $1.5B |
| Allworth Financial LP | 5.43% | Add +8.7% | 12,384,946 | $1.3B |
| Envestnet Asset Management Inc. | 0.35% | Add +1.8% | 11,183,332 | $1.2B |
| Ameriprise Financial Inc. | 0.25% | Add +4.0% | 10,307,593 | $1.1B |
| JPMorgan Chase & Co. | 0.04% | Add +4.7% | 5,768,335 | $615.5M |
| Horizon Investments, LLC | 7.28% | Add +1.0% | 5,389,258 | $575.0M |
| Equitable Holdings, Inc. | 3.58% | Reduce -6.3% | 4,910,340 | $523.9M |
| Valmark Advisers, Inc. | 6.14% | Add +0.3% | 4,661,198 | $497.3M |
| HB Wealth Management, LLC | 3.18% | Add +0.3% | 4,781,932 | $489.3M |
| Vantagepoint Investment Advisers LLC | 3.81% | Reduce -1.1% | 4,440,041 | $473.8M |
| Raymond James Financial Inc. | 0.13% | Add +1.5% | 4,030,332 | $430.0M |
| Bank of America Corp. | 0.03% | Add +18.9% | 4,018,317 | $428.8M |
| Dynasty Wealth Management, LLC | 4.02% | Add +4.4% | 3,835,955 | $409.3M |
| Orgel Wealth Management, LLC | 8.69% | Reduce -3.6% | 3,690,972 | $393.8M |
| Quotient Wealth Partners, LLC | 10.47% | Add +4.5% | 3,688,225 | $393.5M |
| UBS Group AG | 0.08% | Reduce -15.3% | 3,598,407 | $384.0M |
| Advisory Alpha, LLC | 10.16% | Reduce -1.1% | 3,498,263 | $373.3M |
| Cetera Investment Advisers | 0.36% | Reduce -3.0% | 3,098,659 | $330.6M |
| Wells Fargo & Company | 0.06% | Reduce -1.0% | 2,944,495 | $314.2M |
| AE Wealth Management LLC | 1.80% | Reduce -2.3% | 2,942,685 | $314.0M |
| Cwm, LLC | 0.82% | Add +2.5% | 2,843,217 | $303.4M |
| Willis Johnson & Associates, Inc. | 17.69% | Add +4.8% | 2,687,977 | $286.8M |
| Truist Financial Corp. | 0.38% | Add +10.5% | 2,662,065 | $284.0M |
| Kestra Investment Management, LLC | 6.83% | Add +11.5% | 2,615,739 | $279.1M |
| Royal Bank of Canada | 0.05% | Reduce -6.2% | 2,489,039 | $265.6M |
| Osaic Holdings, Inc. | 0.38% | Reduce -6.0% | 2,423,328 | $258.6M |
| HighTower Advisors, LLC | 0.28% | Add +0.2% | 2,378,570 | $253.8M |
| Private Advisor Group, LLC | 1.09% | Add +5.2% | 2,176,695 | $232.3M |
| NorthRock Partners, LLC | 3.78% | Reduce -1.8% | 2,095,412 | $223.6M |
| Connecticut Wealth Management, LLC | 9.01% | Add +3.6% | 1,942,123 | $207.2M |
| SCS Capital Management LLC | 2.09% | Reduce -2.8% | 1,845,611 | $196.9M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,837,377 | $196.0M |
| Tiaa Trust, National Association | 0.44% | Reduce -15.0% | 1,732,133 | $184.8M |
| Stifel Financial Corp. | 0.17% | Add +63.8% | 1,729,269 | $184.5M |
| Commonwealth Equity Services, LLC | 0.23% | Add +0.3% | 1,625,592 | $173.5M |
| Savant Capital, LLC | 0.92% | Reduce -3.7% | 1,521,672 | $162.4M |
| Kingsview Wealth Management, LLC | 2.32% | Add +8.7% | 1,507,349 | $160.8M |
| Mariner, LLC | 0.19% | Add +12.9% | 1,502,485 | $160.3M |
| Syntegra Private Wealth Group, LLC | 14.43% | Add +13.3% | 1,473,080 | $157.2M |
| CoreCap Advisors, LLC | 5.47% | Reduce -3.7% | 1,466,667 | $156.5M |
| Focused Wealth Management, Inc | 16.55% | Add +1.6% | 1,460,801 | $155.9M |
| AlphaStar Capital Management, LLC | 10.62% | Add +23.2% | 1,356,785 | $144.8M |
| Benjamin Edwards Inc. | 1.59% | Add +81.4% | 1,342,569 | $143.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -5.9% | 1,263,714 | $134.8M |
| Old National Bancorp | 2.23% | Add +2.6% | 1,255,269 | $133.9M |
| Prudential Financial Inc. | 0.16% | Reduce -2.7% | 1,204,708 | $129.5M |
| Diversify Wealth Management, LLC | 5.98% | Add +97.7% | 1,186,882 | $128.3M |
| First National Trust Co | 4.17% | Reduce -0.2% | 1,172,094 | $125.1M |
| MML Investors Services, LLC | 0.29% | Add +8.3% | 1,105,609 | $118.0M |
| Octavia Wealth Advisors, LLC | 11.25% | Add +5.5% | 1,104,283 | $117.8M |
| Clark Capital Management Group, Inc. | 0.65% | Reduce -1.9% | 997,415 | $106.4M |
| Exchange Traded Concepts, LLC | 0.88% | Add +10.0% | 994,160 | $106.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.59% | Reduce -0.4% | 983,706 | $105.0M |
| KWB Wealth | 9.93% | Reduce -4.8% | 982,199 | $104.8M |
| Founders Financial Securities LLC | 6.10% | Add +11.2% | 969,914 | $103.5M |
| Waverly Advisors, LLC | 0.80% | Add +14.2% | 929,551 | $99.2M |
| Corient Private Wealth LP | 0.13% | Add +6.5% | 879,513 | $93.8M |
| Black Swift Group, LLC | 15.66% | Add +0.8% | 813,751 | $93.7M |
| Mainstay Capital Management LLC | 7.11% | Add +8.7% | 869,548 | $92.8M |
| Compton Financial Group, LLC | 20.60% | Reduce -1.6% | 852,783 | $91.0M |
| CIBC Private Wealth Group LLC | 0.15% | Add +40.9% | 847,510 | $90.4M |
| Cannon Financial Strategists, Inc. | 12.16% | Reduce -1.3% | 819,440 | $87.4M |
| Integrated Wealth Concepts LLC | 1.00% | Reduce -19.3% | 791,024 | $84.4M |
| Ackerman Capital Advisors, LLC | 16.36% | Add +8.1% | 763,821 | $81.5M |
| Kestra Advisory Services, LLC | 0.33% | Add +19.9% | 745,120 | $79.5M |
| Creative Planning | 0.06% | Reduce -1.6% | 724,675 | $77.3M |
| First Command Advisory Services, Inc. | 0.54% | Reduce -1.0% | 722,548 | $77.1M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -3.1% | 717,778 | $76.6M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +0.3% | 715,960 | $76.4M |
| Composition Wealth, LLC | 1.03% | Reduce -4.9% | 674,231 | $71.9M |
| Reston Wealth Management LLC | 21.82% | Reduce -0.9% | 668,534 | $71.3M |
| Klingman & Associates, LLC | 3.43% | Reduce -2.7% | 666,209 | $71.1M |
| HighPoint Advisor Group LLC | 1.51% | New | 642,750 | $68.6M |
| SilverOak Wealth Management LLC | 10.37% | Add +0.1% | 619,961 | $66.1M |
| RFG Advisory, LLC | 1.20% | Reduce -6.0% | 595,542 | $63.5M |
| Nicolet Advisory Services, LLC | 4.27% | Reduce -62.0% | 585,065 | $63.4M |
| Jones Financial Companies LLLP | 0.04% | Add +24.9% | 590,931 | $63.1M |
| IHT Wealth Management, LLC | 1.51% | Add +4.3% | 583,434 | $62.3M |
| Canandaigua National Bank & Trust Co. | 5.54% | Add +0.4% | 579,137 | $61.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.6% | 551,537 | $59.4M |
| Convergence Financial, LLC | 8.45% | Add +0.2% | 542,690 | $57.9M |
| Oarsman Capital, Inc. | 7.47% | Add +6.9% | 538,799 | $57.5M |
| Merit Financial Group, LLC | 0.46% | Add +8.7% | 537,327 | $57.3M |
| Courier Capital LLC | 3.09% | Add +3.0% | 515,922 | $55.0M |
| Confluence Investment Management LLC | 0.82% | Add +74.8% | 512,845 | $54.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 24.00% | Reduce -11.0% | 502,853 | $53.7M |
| Perennial Investment Advisors, LLC | 4.22% | Reduce -2.4% | 499,979 | $53.3M |
| CGN Advisors LLC | 4.13% | Reduce -1.2% | 489,110 | $52.2M |
| Thrivent Financial for Lutherans | 0.09% | Add +25.5% | 482,080 | $51.7M |
| Orion Porfolio Solutions, LLC | 0.37% | Reduce -1.1% | 471,522 | $50.3M |
| Rodgers & Associates, LTD | 5.05% | Reduce -1.9% | 467,832 | $49.9M |
| Ameritas Advisory Services, LLC | 1.77% | Add +287.1% | 443,113 | $47.3M |
| Truefg, LLC | 12.68% | Reduce -1.3% | 442,944 | $47.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.94% | Add +4.2% | 434,944 | $46.4M |
| 71 West Capital Partners | 2.10% | — | 428,347 | $45.7M |
| Citizens Financial Group Inc. | 0.61% | Add +8.9% | 423,033 | $45.1M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -13.8% | 417,190 | $44.5M |
| Kestra Private Wealth Services, LLC | 0.53% | Add +3.4% | 400,791 | $42.8M |
| Garrett Wealth Advisory Group, LLC | 8.06% | Add +1.4% | 399,911 | $42.7M |
| Nottingham Advisors, Inc. | 5.91% | Reduce -4.0% | 397,094 | $42.4M |
| Waterloo Capital, L.P. | 3.04% | Reduce -3.8% | 394,930 | $42.1M |
| Shepherd Financial Partners LLC | 3.78% | Add +2.4% | 382,010 | $40.8M |
| ERn Financial, LLC | 7.63% | Reduce -5.2% | 380,325 | $40.6M |
| HSBC Holdings PLC | 0.02% | Add +263.8% | 378,665 | $40.4M |
| Western Wealth Management, LLC | 1.86% | Add +2.5% | 377,223 | $40.2M |
| Destiny Capital Corp | 20.58% | Add +1.6% | 374,844 | $40.0M |
| Aptus Capital Advisors, LLC | 0.34% | Add +3.6% | 371,648 | $39.7M |
| Stratos Wealth Partners, LTD. | 0.45% | Reduce -11.5% | 371,105 | $39.6M |
| Investments & Financial Planning, LLC | 20.58% | Reduce -2.8% | 359,459 | $38.4M |
| Waller Financial Planning Group, Inc. | 8.37% | Add +246.2% | 353,198 | $37.7M |
| Keystone Financial Group | 2.77% | Add +1.3% | 349,716 | $37.3M |
| Whitcomb & Hess, Inc. | 8.79% | Reduce -6.7% | 344,627 | $37.3M |
| Sunburst Financial Group, LLC | 7.48% | Add +2.7% | 346,339 | $37.0M |
| Riversedge Advisors, LLC | 5.92% | Reduce -1.5% | 341,218 | $36.4M |
| Journey Retirement Planning & Investment Management LLC | 7.47% | — | 341,080 | $36.4M |
| Woodard & Co. Asset Management Group Inc. | 5.75% | Reduce -13.3% | 340,414 | $36.3M |
| Redwood Investment Management, LLC | 4.02% | Add +0.5% | 335,597 | $35.8M |
| Signet Financial Management, LLC | 3.98% | Reduce -1.5% | 333,846 | $35.6M |
| Great Valley Advisor Group, Inc. | 0.68% | Add +0.8% | 333,328 | $35.6M |
| Dakota Wealth Management | 0.63% | Add +3.5% | 333,250 | $35.6M |
| Retirement Management Systems Inc. | 9.03% | — | 330,730 | $35.3M |
| Higgins & Schmidt Wealth Strategies LLC | 16.65% | Add +2.5% | 329,429 | $35.2M |
| Roberts Financial Services LLC | 11.01% | Add +0.4% | 328,574 | $35.1M |
| Geneos Wealth Management Inc. | 0.85% | Add +2.3% | 326,689 | $34.9M |
| NewEdge Advisors, LLC | 0.13% | Add +0.2% | 326,379 | $34.8M |
| Leslie Global Wealth, LLC | 15.66% | Add +4.0% | 326,086 | $34.8M |
| Gladstone Institutional Advisory LLC | 1.31% | Add +3.2% | 325,181 | $34.7M |
| Alta Wealth Advisors LLC | 11.59% | Add +1.0% | 324,838 | $34.7M |
| Tradewinds Capital Management, LLC | 7.13% | Add +1588.3% | 317,021 | $33.8M |
| Verus Capital Partners, LLC | 2.24% | Add +0.3% | 313,220 | $33.4M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +3.5% | 311,953 | $33.3M |
| Drake & Associates, LLC | 6.60% | Add +8.9% | 310,642 | $33.1M |
| Diversify Advisory Services, LLC | 1.05% | Add +9.4% | 307,526 | $33.0M |
| Kozak & Associates, Inc. | 6.36% | Reduce -0.7% | 305,082 | $32.9M |
| Buska Wealth Management, LLC | 11.97% | Reduce -22.4% | 303,626 | $32.4M |
| Sargent Investment Group, LLC | 3.98% | Add +44.3% | 297,599 | $31.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.89% | Add +24.7% | 296,343 | $31.6M |
| Summit Financial, LLC | 0.44% | Add +12.7% | 281,920 | $30.1M |
| Symphony Financial, Ltd. Co. | 4.03% | Reduce -14.0% | 279,293 | $30.0M |
| Eagle Strategies LLC | 3.77% | Reduce -1.3% | 276,403 | $29.5M |
| CX Institutional | 0.88% | Add +1.6% | 275,295 | $29.4M |
| Brandywine Oak Private Wealth LLC | 2.43% | Add +2.7% | 271,266 | $28.9M |
| Clear Creek Financial Management, LLC | 2.34% | Add +1.0% | 268,270 | $28.6M |
| Principal Securities, Inc. | 0.44% | Add +5.1% | 267,120 | $28.5M |
| Abound Financial, LLC | 11.01% | Reduce -16.8% | 266,594 | $28.4M |
| Quest Investment Management LLC | 2.94% | Add +0.9% | 255,149 | $27.2M |
| Beutel, Goodman & Co Ltd. | 0.17% | No change | 252,467 | $27.0M |
| Transcend Capital Advisors, LLC | 2.09% | Add +1.4% | 252,160 | $26.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -41.1% | 251,429 | $26.8M |
| Northern Trust Corp. | 0.00% | Add +409.2% | 250,986 | $26.8M |
| Balanced Wealth Group LLC | 9.80% | Add +3.2% | 256,059 | $26.8M |
| Inspirion Wealth Advisors, LLC | 3.28% | Reduce -12.4% | 250,812 | $26.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +92.4% | 249,706 | $26.6M |
| Focus Partners Wealth | 0.03% | Add +56.5% | 249,316 | $26.6M |
| Fifth Third Wealth Advisors LLC | 0.93% | Add +12.3% | 248,951 | $26.6M |
| Fifth Third Bancorp | 0.08% | Add +10.0% | 246,777 | $26.3M |
| JNBA Financial Advisors | 2.24% | Reduce -1.1% | 240,445 | $25.7M |
| PFG Private Wealth Management, LLC | 11.07% | Add +785.2% | 237,252 | $25.3M |
| Three Cord True Wealth Management, LLC | 14.70% | Reduce -3.2% | 236,886 | $25.3M |
| Brookstone Capital Management | 0.29% | Reduce -7.5% | 236,381 | $25.2M |
| Buck Wealth Strategies, LLC | 3.19% | Add +126.7% | 235,496 | $25.1M |
| First Heartland Consultants, Inc. | 1.89% | Add +7.4% | 233,321 | $24.9M |
| Prime Capital Investment Advisors, LLC | 0.30% | Reduce -0.5% | 231,958 | $24.7M |
| Vicus Capital | 1.85% | Add +1.5% | 231,179 | $24.7M |
| GM Advisory Group, LLC | 0.96% | Add +15.5% | 229,921 | $24.5M |
| Choice Wealth Advisors LLC | 9.70% | Reduce -2.5% | 229,856 | $24.5M |
| Capital Analysts, LLC | 0.67% | Add +6.3% | 228,240 | $24.4M |
| CarsonAllaria Wealth Management, Ltd. | 12.03% | Add +1.9% | 227,294 | $24.3M |
| TLWM | 4.39% | New | 224,775 | $24.0M |
| BIP Wealth, LLC | 0.84% | Add +24.7% | 224,019 | $23.9M |
| Nicolet Bankshares Inc. | 3.82% | Reduce -42.6% | 223,453 | $23.8M |
| Horizon Wealth Management, LLC | 3.69% | Reduce -0.2% | 222,488 | $23.7M |
| Fortitude Financial, LLC | 20.13% | New | 222,375 | $23.7M |
| Twin Focus Capital Partners, LLC | 2.72% | Reduce -4.8% | 220,853 | $23.6M |
| BCS Wealth Management | 2.38% | Add +103.0% | 220,563 | $23.5M |
| Mma Asset Management LLC | 8.37% | Add +1.2% | 220,020 | $23.5M |
| Marathon Mission, Inc. | 13.56% | Add +0.1% | 219,665 | $23.4M |
| Concord Wealth Partners | 3.04% | Add +2.3% | 219,265 | $23.4M |
| CCG Wealth Management, LLC | 9.98% | Reduce -0.4% | 218,371 | $23.3M |
| Ciovacco Capital Management LLC | 11.65% | Reduce -2.0% | 218,034 | $23.3M |
| Wealth Management Resources, Inc. | 8.05% | Reduce -30.0% | 214,368 | $22.9M |
| Annex Advisory Services, LLC | 0.43% | Add +3168.7% | 212,889 | $22.7M |
| Portside Wealth Group, LLC | 3.02% | Add +9.2% | 208,802 | $22.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -10.2% | 208,767 | $22.3M |
| Granville Capital, Inc. | 11.80% | — | 208,389 | $22.2M |
| Horizon Financial Services, LLC | 10.07% | Add +0.1% | 207,357 | $22.1M |
| Concord Asset Management, LLC | 3.83% | Add +1.4% | 207,074 | $22.1M |
| Investors Research Corp | 4.02% | Add +2.6% | 205,901 | $22.0M |
| Hofer & Associates. Inc | 11.59% | Add +0.3% | 205,058 | $21.9M |
| Collier Financial | 16.24% | Reduce -10.6% | 202,641 | $21.6M |
| Advisors Capital Management, LLC | 0.26% | Add +22.0% | 201,783 | $21.5M |
| Modern Wealth Management, LLC | 0.39% | Add +2.5% | 200,954 | $21.4M |
| Stonebrook Private Inc. | 4.47% | Add +240.7% | 200,329 | $21.4M |
| GHP Investment Advisors, Inc. | 0.87% | Reduce -0.2% | 198,722 | $21.2M |
| Florida Trust Wealth Management Co | 0.59% | Reduce -1.7% | 198,607 | $21.2M |
| Tower Wealth Partners, Inc. | 11.57% | Reduce -1.6% | 197,262 | $21.0M |
| Harbor Group, Inc. | 3.08% | Add +0.3% | 192,812 | $20.6M |
| IFG Advisory, LLC | 0.89% | Add +22.1% | 191,899 | $20.5M |
| Moneta Group Investment Advisors LLC | 0.15% | Reduce -2.4% | 191,404 | $20.4M |
| Tempo Wealth, LLC | 3.52% | — | 185,004 | $19.7M |
| Pinnacle Wealth Planning Services, Inc. | 2.06% | Add +2.9% | 184,861 | $19.7M |
| Navalign, LLC | 4.70% | Reduce -4.6% | 179,426 | $19.1M |
| Rooted Wealth Advisors, Inc. | 5.38% | Add +14.0% | 183,995 | $19.1M |
| Optas, LLC | 2.97% | Reduce -5.8% | 178,210 | $19.0M |
| Independent Financial Group, LLC | 0.42% | Add +10.5% | 176,800 | $18.9M |
| Centaurus Financial, Inc. | 0.85% | Add +0.4% | 174,580 | $18.6M |
| Ensign Peak Advisors, Inc | 0.03% | Reduce -14.5% | 174,070 | $18.6M |
| Gibbs Wealth Management | 4.39% | Reduce -4.6% | 168,316 | $18.2M |
| Cornerstone Wealth Management, LLC | 0.94% | Add +7.4% | 170,110 | $18.2M |
| Diligent Investors, LLC | 4.44% | Reduce -3.6% | 169,010 | $18.0M |
| Trilogy Capital Inc. | 0.80% | Add +0.1% | 168,263 | $18.0M |
| Alpha Capital Advisors Inc. | 16.33% | — | 162,821 | $17.6M |
| Vertex Planning Partners, LLC | 3.95% | Reduce -0.3% | 159,390 | $17.0M |
| Financial Gravity Asset Management, Inc. | 3.19% | Add +2.5% | 154,950 | $16.5M |
| Pecaut & Co. | 5.33% | Reduce -3.6% | 154,790 | $16.5M |
| Win Advisors, Inc. | 7.00% | Add +236.6% | 154,627 | $16.5M |
| M&T Bank Corp | 0.05% | Add +0.2% | 154,523 | $16.5M |
| Foguth Wealth Management, LLC. | 2.52% | — | 152,437 | $16.3M |
| Lido Advisors, LLC | 0.06% | Add +24.8% | 153,641 | $16.2M |
| Hobart Private Capital, LLC | 3.14% | Reduce -2.3% | 150,637 | $16.1M |
| Bucket List Wealth Management, LLC | 9.57% | — | 150,165 | $16.0M |
| Cary Street Partners Financial LLC | 0.39% | Reduce -6.1% | 148,137 | $15.8M |
| Bank of Nova Scotia | 0.02% | Add +55.3% | 145,630 | $15.7M |
| Magnus Financial Group LLC | 1.20% | Reduce -4.0% | 146,446 | $15.6M |
| Goldstone Financial Group, LLC | 1.74% | Reduce -2.1% | 146,315 | $15.6M |
| Cerity Partners LLC | 0.02% | Add +96.6% | 145,104 | $15.5M |
| Probity Advisors, Inc. | 2.47% | Add +8.2% | 144,776 | $15.4M |
| TPG Financial Advisors, LLC | 5.10% | Reduce -14.8% | 143,175 | $15.3M |
| Ascent Group, LLC | 0.52% | Reduce -3.3% | 142,671 | $15.2M |
| Hilltop Partners LLC | 3.92% | Add +9.9% | 142,661 | $15.2M |
| Millington Financial Advisors, LLC | 6.71% | Reduce -6.7% | 144,334 | $15.1M |
| Sage Advisory Services, Ltd.Co. | 8.24% | Reduce -24.2% | 141,848 | $15.1M |
| Benchmark Financial, LLC | 15.02% | — | 141,202 | $15.1M |
| One Capital Management, LLC | 0.45% | Reduce -2.2% | 140,748 | $15.0M |
| Boyd Wealth Management, LLC | 6.36% | Add +2.8% | 140,643 | $15.0M |
| Integrity Alliance, Llc. | 0.54% | Reduce -1.2% | 139,162 | $14.8M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -44.8% | 137,970 | $14.7M |
| Optimist Retirement Group LLC | 6.73% | Reduce -1.9% | 137,692 | $14.7M |
| Centennial Wealth Advisory LLC | 3.88% | Reduce -8.5% | 137,486 | $14.7M |
| Avestar Capital, LLC | 1.00% | Reduce -13.0% | 136,638 | $14.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.51% | Reduce -91.1% | 136,524 | $14.6M |
| POM Investment Strategies, LLC | 7.45% | Add +4.6% | 135,833 | $14.5M |
| Silver Oak Securities, Incorporated | 0.97% | Add +18.1% | 133,501 | $14.3M |
| Fifth Third Securities, Inc. | 0.93% | Add +9.7% | 133,874 | $14.3M |
| Walsh & Associates, LLC | 13.97% | — | 132,816 | $14.2M |
| CBM Financial, LLC | 9.35% | — | 132,335 | $13.8M |
| Northwest Wealth Advisors, LLC | 10.67% | — | 128,537 | $13.7M |
| EverSource Wealth Advisors, LLC | 0.50% | Add +10.6% | 127,147 | $13.6M |
| Park Avenue Securities LLC | 0.11% | Add +10.0% | 127,064 | $13.6M |
| Stone Wealth Partners | 12.06% | — | 126,943 | $13.5M |
| Power Wealth Management LLC | 4.73% | Add +1.2% | 125,978 | $13.4M |
| Independent Wealth Network Inc. | 4.06% | Add +2.3% | 124,250 | $13.3M |
| Sequent Asset Management, LLC | 5.89% | Add +3.7% | 124,201 | $13.3M |
| TAGStone Capital, Inc. | 4.92% | Add +7.1% | 123,803 | $13.2M |
| 1834 Investment Advisors Co. | 1.65% | Reduce -0.1% | 123,625 | $13.2M |
| Asset Allocation Strategies LLC | 2.43% | Add +3.8% | 122,901 | $13.1M |
| Sage Financial Management Group, Inc. | 3.96% | Reduce -0.5% | 121,581 | $13.0M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +3.6% | 120,989 | $12.9M |
| Carnegie Investment Counsel | 0.24% | Add +1.3% | 120,894 | $12.9M |
| CreativeOne Wealth, LLC | 0.31% | Reduce -4.4% | 120,034 | $12.8M |
| SigFig Wealth Management, LLC | 0.38% | Add +4.5% | 118,560 | $12.7M |
| Bridgewealth Advisory Group, LLC | 2.77% | Reduce -1.1% | 117,529 | $12.5M |
| Synergy Investment Management, LLC | 4.38% | Add +10.1% | 116,001 | $12.4M |
| Petix & Botte Co | 2.78% | Add +15.1% | 115,021 | $12.3M |
| GenWealth Group, Inc. | 2.08% | Add +1.1% | 113,443 | $12.2M |
| New England Capital Financial Advisors LLC | 4.73% | Reduce -1.1% | 113,593 | $12.1M |
| UNIVEST FINANCIAL Corp | 0.64% | Add +32.5% | 113,386 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +5.9% | 113,033 | $12.1M |
| BlackRock, Inc. | 0.00% | Add +3563.1% | 112,493 | $12.0M |
| Tranquilli Financial Advisor LLC | 6.93% | Reduce -0.6% | 111,892 | $11.9M |
| Collaborative Wealth Managment Inc. | 4.19% | Reduce -1.6% | 111,357 | $11.9M |
| Fortis Group Advisors, LLC | 1.98% | Add +2.3% | 109,863 | $11.8M |
| Guardian Wealth Advisors, LLC | 6.61% | Reduce -1.8% | 109,799 | $11.7M |
| IAG Wealth Partners, LLC | 1.35% | Reduce -3.2% | 109,340 | $11.7M |
| Global Retirement Partners, LLC | 0.21% | Reduce -6.4% | 108,716 | $11.6M |
| Affinity Capital Advisors, LLC | 1.59% | Reduce -0.7% | 107,810 | $11.5M |
| Elite Financial, Inc. | 5.19% | Reduce -1.5% | 106,846 | $11.4M |
| Sanchez Wealth Management Group | 2.42% | Reduce -19.6% | 106,143 | $11.3M |
| Sterling Manor Financial, LLC | 7.04% | Reduce -0.9% | 105,767 | $11.3M |
| Atria Investments, Inc | 0.13% | Add +2.2% | 105,597 | $11.3M |
| Harbour Investments, Inc. | 0.23% | Add +2.7% | 104,937 | $11.2M |
| Axxcess Wealth Management, LLC | 0.20% | Add +91.5% | 104,840 | $11.2M |
| Crux Wealth Advisors | 4.13% | Add +13.2% | 104,059 | $11.1M |
| ArborFi Advisors, LLC | 8.95% | Reduce -5.2% | 103,378 | $11.0M |
| Breachway Investments LLC | 11.57% | — | 102,862 | $11.0M |
| Melone Private Wealth, LLC | 4.63% | Reduce -19.4% | 102,350 | $10.9M |
| Cobblestone Asset Management LLC | 4.87% | Add +1.3% | 101,718 | $10.9M |
| NewSquare Capital LLC | 0.95% | Reduce -30.9% | 101,231 | $10.8M |
| Quent Capital, LLC | 0.76% | Reduce -2.9% | 99,308 | $10.6M |
| Able Wealth Management LLC | 3.34% | Add +26.7% | 98,885 | $10.6M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +9.4% | 98,671 | $10.5M |
| Meritage Portfolio Management | 0.70% | Reduce -2.8% | 98,308 | $10.5M |
| Financial Management Professionals, Inc. | 1.07% | Reduce -5.1% | 97,670 | $10.4M |
| Oxinas Partners, LLC | 5.01% | Reduce -0.6% | 97,636 | $10.4M |
| Aureum Wealth Management, LLC | 9.56% | — | 96,576 | $10.3M |
| Wealthspire Advisors, LLC | 0.08% | Add +1.7% | 95,758 | $10.2M |
| Parkway Wealth Management Group, LLC | 1.35% | — | 94,661 | $10.1M |
| Meridian Wealth Management, LLC | 0.36% | Add +49.7% | 94,548 | $10.1M |
| Glen Eagle Advisors, LLC | 1.37% | Reduce -3.0% | 94,395 | $10.1M |
| SIMA Wealth Partners, LLC | 7.64% | Reduce -5.4% | 94,137 | $10.0M |
| Prepared Retirement Institute LLC | 5.05% | Reduce -2.4% | 94,117 | $10.0M |
| Smartleaf Asset Management LLC | 0.38% | Add +17.3% | 92,826 | $10.0M |
| United Advisor Group, LLC | 1.26% | Add +2.0% | 91,844 | $9.8M |
| Wrapmanager Inc. | 3.30% | Reduce -17.3% | 91,569 | $9.8M |
| AQR Capital Management | 0.01% | Add +37.1% | 90,589 | $9.7M |
| Compass Financial Group, Inc. | 4.27% | Add +3.7% | 90,581 | $9.7M |
| Intergy Private Wealth, LLC | 2.90% | Add +0.0% | 90,198 | $9.6M |
| Apollon Financial, LLC | 1.39% | Reduce -3.8% | 89,660 | $9.6M |
| Moneco Advisors, LLC | 0.76% | Add +8.8% | 89,533 | $9.6M |
| LifePlan Financial, LLC | 7.30% | Reduce -1.6% | 89,196 | $9.5M |
| DecisionMap Wealth Management, LLC | 5.86% | Add +8.5% | 89,099 | $9.5M |
| Graney & King, LLC | 5.54% | Add +19.4% | 88,802 | $9.5M |
| Asset One Wealth Management LLC | 1.29% | — | 87,697 | $9.4M |
| Relyea Zuckerberg Hanson LLC | 0.95% | Reduce -0.4% | 87,756 | $9.4M |
| Founders Capital Management | 4.86% | Add +0.3% | 87,639 | $9.4M |
| 1ST Source Bank | 0.49% | Reduce -4.0% | 87,244 | $9.3M |
| Sfam, LLC | 8.49% | — | 87,018 | $9.3M |
| Members Wealth LLC | 5.78% | Reduce -0.8% | 85,669 | $9.2M |
| Beacon Bridge Wealth Partners, LLC | 3.01% | Reduce -0.7% | 84,830 | $9.1M |
| World Investment Advisors | 0.15% | Add +62.5% | 84,798 | $9.0M |
| Salomon & Ludwin, LLC | 0.80% | Add +0.8% | 84,088 | $9.0M |
| Breakwater Capital Group | 1.26% | Reduce -15.1% | 84,396 | $9.0M |
| Arete Wealth Advisors, LLC | 0.61% | Reduce -43.4% | 83,105 | $8.9M |
| Financial Council, LLC | 3.50% | Reduce -0.4% | 82,094 | $8.8M |
| Marion Wealth Management | 1.92% | Add +0.6% | 80,835 | $8.6M |
| Venture Visionary Partners LLC | 0.28% | Add +4.8% | 80,613 | $8.6M |
| Tobias Financial Advisors, Inc. | 1.21% | Reduce -4.7% | 80,456 | $8.6M |
| Private Trust Co. NA | 0.75% | Reduce -6.7% | 80,351 | $8.6M |
| Wellspring Financial Advisors, LLC | 0.66% | Reduce -2.5% | 78,086 | $8.3M |
| Macco Financial Group, Inc. | 7.14% | — | 77,894 | $8.3M |
| WealthPlan Investment Management, LLC | 0.53% | Reduce -2.1% | 77,620 | $8.3M |
| Key Financial Inc | 1.51% | Reduce -6.9% | 77,454 | $8.3M |
| Mgo One Seven LLC | 0.17% | Add +71.8% | 76,620 | $8.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.4% | 76,221 | $8.1M |
| Occidental Asset Management, LLC | 0.98% | Reduce -4.9% | 76,063 | $8.1M |
| TritonPoint Partners, LLC | 4.27% | — | 74,949 | $8.0M |
| Golden State Wealth Management, LLC | 0.84% | Add +3.6% | 74,167 | $7.9M |
| Motive Wealth Advisors | 3.36% | Reduce -7.1% | 74,022 | $7.9M |
| City Center Advisors, LLC | 7.25% | Add +4.5% | 73,882 | $7.9M |
| Captrust Financial Advisors | 0.01% | Add +4.7% | 71,904 | $7.7M |
| Tsfg, LLC | 1.14% | Add +3.5% | 71,267 | $7.6M |
| Mutual Advisors, LLC | 0.16% | Reduce -1.5% | 71,199 | $7.6M |
| Jackson Wealth Management, LLC | 0.74% | New | 71,119 | $7.6M |
| WCG Wealth Advisors LLC | 0.21% | Add +19.2% | 71,089 | $7.6M |
| Capital Advisory Group Advisory Services, LLC | 2.22% | Add +1.6% | 70,813 | $7.6M |
| Hancock Whitney Corp. | 0.14% | Add +0.2% | 70,384 | $7.5M |
| EP Wealth Advisors, LLC | 0.04% | — | 70,063 | $7.5M |
| Systematic Alpha Investments, LLC | 0.23% | No change | 70,000 | $7.5M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -1.4% | 69,890 | $7.5M |
| Advisor OS, LLC | 0.60% | Add +51.1% | 69,505 | $7.4M |
| Oak Harvest Investment Services | 0.80% | Reduce -7.8% | 69,018 | $7.4M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -4.7% | 68,608 | $7.3M |
| Auour Investments LLC | 2.32% | Reduce -9.3% | 68,478 | $7.3M |
| One Day In July LLC | 0.60% | Reduce -0.1% | 68,340 | $7.3M |
| Stratos Wealth Advisors, LLC | 0.35% | Reduce -12.1% | 68,229 | $7.3M |
| Stonebridge Financial Group, LLC | 0.62% | Reduce -7.7% | 68,131 | $7.3M |
| Flynn Zito Capital Management, LLC | 2.60% | Reduce -0.8% | 68,096 | $7.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.85% | Reduce -3.3% | 66,653 | $7.1M |
| Avior Wealth Management, LLC | 0.22% | Reduce -5.1% | 66,493 | $7.1M |
| Hoxton Planning & Management, LLC | 2.12% | Add +30.8% | 66,407 | $7.1M |
| Denver Wealth Management, Inc. | 2.49% | Reduce -0.6% | 65,888 | $7.0M |
| Dagco, Inc. | 1.62% | Add +13.9% | 65,761 | $7.0M |
| Wealth Watch Advisors, INC | 2.57% | Reduce -2.8% | 64,903 | $6.9M |
| Prairieview Wealth Partners, LLC | 6.21% | Add +2.9% | 64,143 | $6.8M |
| PSI Advisors, LLC | 1.71% | Reduce -9.9% | 63,842 | $6.8M |
| Comerica Bank | 0.03% | Add +4.5% | 63,240 | $6.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1.8% | 62,601 | $6.7M |
| Canandaigua National Trust Co of Florida | 4.16% | Reduce -1.2% | 62,351 | $6.7M |
| Dogwood Wealth Management LLC | 2.91% | Add +6.0% | 61,958 | $6.6M |
| Chatterton & Associates Inc. | 5.62% | — | 61,532 | $6.6M |
| Assetmark, Inc. | 0.01% | Reduce -46.4% | 60,991 | $6.5M |
| American Financial & Tax Strategies Inc. | 3.21% | Reduce -2.5% | 60,402 | $6.4M |
| Burney Co./ | 0.20% | Reduce -3.2% | 59,821 | $6.4M |
| Braun-Bostich & Associates Inc. | 3.91% | Reduce -1.0% | 59,295 | $6.3M |
| Buttonwood Financial Group, LLC | 3.35% | Reduce -16.6% | 58,399 | $6.3M |
| Gateway Wealth Partners, LLC | 0.69% | Add +3.9% | 57,999 | $6.2M |
| Hamilton Capital Partners, LLC | 2.04% | Add +4.0% | 57,657 | $6.2M |
| WealthPLAN Partners, LLC | 0.91% | Reduce -2.3% | 57,109 | $6.1M |
| Palladiem, LLC | 5.75% | — | 56,408 | $6.1M |
| Asset Management Group, Inc. | 0.97% | Reduce -0.3% | 55,961 | $6.0M |
| Measured Wealth Private Client Group, LLC | 1.57% | Reduce -19.5% | 55,582 | $5.9M |
| Echo Wealth Management, LLC | 3.44% | Reduce -10.1% | 55,289 | $5.9M |
| Retirement Financial Solutions, LLC | 1.71% | Add +6.6% | 54,761 | $5.8M |
| Cary Street Partners Investment Advisory LLC | 1.55% | Add +1.8% | 53,886 | $5.7M |
| Cornerstone Wealth Group, LLC | 0.39% | Add +132.8% | 53,755 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.7% | 53,509 | $5.7M |
| Stone Summit Wealth LLC | 1.52% | Add +12.7% | 52,507 | $5.6M |
| Gotham Asset Management | 0.02% | New | 52,300 | $5.6M |
| Regimen Wealth, LLC | 1.62% | Reduce -2.4% | 52,059 | $5.6M |
| Freestone Capital Holdings, LLC | 0.16% | Add +8.3% | 51,760 | $5.5M |
| Darwin Wealth Management, LLC | 1.72% | Reduce -2.5% | 51,735 | $5.5M |
| GoalVest Advisory LLC | 1.05% | Reduce -5.2% | 51,410 | $5.5M |
| WealthTrak Capital Management LLC | 3.92% | Add +68.5% | 51,251 | $5.5M |
| Faithward Advisors, LLC | 0.80% | Add +3.5% | 51,109 | $5.5M |
| MidFirst Bank | 0.43% | — | 51,067 | $5.4M |
| Red Crane Wealth Management, LLC | 4.45% | Reduce -0.3% | 51,017 | $5.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.52% | Add +21.6% | 50,947 | $5.4M |
| Davidson Capital Management Inc. | 1.18% | New | 50,909 | $5.4M |
| Townsquare Capital LLC | 1.21% | Reduce -73.1% | 50,775 | $5.4M |
| YHB Investment Advisors, Inc. | 0.37% | Add +5.9% | 50,255 | $5.4M |
| Dynamic Wealth Strategies, LLC | 3.19% | Add +21.6% | 50,205 | $5.4M |
| Bawa N Mallick Trust | 1.98% | No change | 50,000 | $5.3M |
| Rainier Family Wealth Inc. | 4.02% | Add +6.3% | 50,000 | $5.3M |
| PAX Financial Group, LLC | 0.90% | Reduce -8.2% | 49,130 | $5.2M |
| Inman Jager Wealth Management, LLC | 3.19% | Add +8.3% | 48,831 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +157.5% | 48,698 | $5.2M |
| Uptown Financial Advisors LLC | 4.39% | Reduce -2.3% | 48,337 | $5.2M |
| Compass Financial Services Inc | 2.20% | Add +10.5% | 47,943 | $5.1M |
| &partners | 0.03% | Add +54.2% | 47,718 | $5.1M |
| Town Capital LLC | 4.14% | — | 47,474 | $5.1M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.0% | 47,102 | $5.0M |
| McNaughton Wealth Management, LLC | 2.05% | Add +1.8% | 46,657 | $5.0M |
| Wealth Advisors of Iowa, LLC | 1.63% | Reduce -0.9% | 46,495 | $5.0M |
| Koshinski Asset Management, Inc. | 0.31% | Reduce -8.4% | 45,791 | $4.9M |
| JDM Financial Group LLC | 1.87% | Reduce -1.0% | 45,234 | $4.8M |
| Hill Island Financial LLC | 1.15% | Reduce -14.2% | 44,845 | $4.8M |
| Rollins Financial Advisors, LLC | 0.70% | Reduce -6.2% | 44,613 | $4.8M |
| MidAtlantic Capital Management, Inc. | 3.04% | Reduce -14.3% | 44,545 | $4.8M |
| Quadrant Capital Group LLC | 0.14% | No change | 44,532 | $4.8M |
| Private Wealth Group, LLC | 2.27% | Reduce -1.9% | 44,428 | $4.7M |
| Sightline Wealth Advisors, LLC | 2.02% | Add +17.4% | 44,368 | $4.7M |
| USAdvisors Wealth Management, LLC | 1.56% | Reduce -6.3% | 44,290 | $4.7M |
| Rothschild Wealth LLC | 0.45% | Add +400.5% | 44,243 | $4.7M |
| Boulder Wealth Advisors, LLC | 1.99% | Add +5.8% | 44,216 | $4.7M |
| Aventus Investment Advisors, Inc. | 3.82% | Add +3.0% | 44,193 | $4.7M |
| Luken Investment Analytics, LLC | 1.86% | Add +1.3% | 44,185 | $4.7M |
| Nvest Financial, LLC | 1.96% | Add +34.1% | 44,109 | $4.7M |
| Continuum Advisory, LLC | 0.47% | Add +2.4% | 44,054 | $4.7M |
| Westwood Wealth Management | 3.49% | New | 43,544 | $4.6M |
| Lionshead Wealth Management, LLC | 3.49% | Reduce -3.4% | 43,544 | $4.6M |
| Burke & Herbert Bank & Trust Co. | 1.28% | Reduce -0.9% | 43,456 | $4.6M |
| Greenwood Gearhart LLC | 0.25% | Reduce -19.6% | 43,308 | $4.6M |
| Betterment LLC | 0.01% | Reduce -2.9% | 43,102 | $4.6M |
| Savvy Advisors, Inc. | 0.15% | Add +8.4% | 43,097 | $4.6M |
| Partners in Financial Planning | 0.78% | Add +0.3% | 42,929 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +87.0% | 42,893 | $4.6M |
| American Trust | 0.38% | Reduce -0.1% | 42,713 | $4.6M |
| Cannon Wealth Management Services, LLC | 3.22% | Reduce -8.2% | 42,691 | $4.6M |
| Advisory Services Network, LLC | 0.06% | Add +557.9% | 42,651 | $4.6M |
| Norden Group LLC | 0.45% | Reduce -3.2% | 42,634 | $4.5M |
| Opal Wealth Advisors, LLC | 1.17% | Reduce -2.9% | 41,993 | $4.5M |
| Modera Wealth Management, LLC | 0.05% | Reduce -1.9% | 41,930 | $4.5M |
| Inspire Advisors, LLC | 0.41% | Add +7.7% | 41,781 | $4.5M |
| US Bancorp \de | 0.01% | Reduce -9.0% | 41,738 | $4.5M |
| RDA Financial Network | 1.07% | Reduce -2.0% | 41,640 | $4.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.5% | 41,050 | $4.4M |
| MBL Wealth, LLC | 0.35% | Add +2.7% | 40,756 | $4.3M |
| Milestone Asset Management Group, LLC | 2.45% | Add +15.6% | 40,604 | $4.3M |
| AGH Wealth Advisors, LLC | 3.25% | Add +0.8% | 40,579 | $4.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +101.8% | 40,424 | $4.3M |
| Mission Wealth Management, LP | 0.09% | Reduce -5.4% | 39,995 | $4.3M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -8.4% | 39,950 | $4.3M |
| Money Concepts Capital Corp. | 0.24% | Add +9.2% | 39,476 | $4.2M |
| Robinswood Financial LLC | 1.34% | Add +40.9% | 39,329 | $4.2M |
| Buffalo Business & Estate Services Ltd. | 0.60% | — | 39,249 | $4.2M |
| MPWM Advisory Solutions, LLC | 2.30% | Add +43813.6% | 38,644 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +103.8% | 38,349 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +0.5% | 38,289 | $4.1M |
| Cooper Financial Group | 0.43% | Reduce -24.1% | 38,273 | $4.1M |
| Idaho Trust Co | 1.35% | Reduce -16.5% | 38,087 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +4.3% | 38,024 | $4.1M |
| WealthShield Partners, LLC | 0.45% | Reduce -6.0% | 37,957 | $4.1M |
| N.E.W. Advisory Services LLC | 0.30% | Add +42.5% | 37,488 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +19.5% | 37,278 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Add +46.7% | 37,196 | $4.0M |
| Colton Groome Financial Advisors, LLC | 1.13% | Reduce -9.3% | 37,063 | $4.0M |
| MBM Wealth Consultants, LLC | 0.92% | Add +2.6% | 36,087 | $3.9M |
| IFP Advisors, Inc | 0.09% | Add +0.1% | 36,007 | $3.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.82% | Add +0.6% | 36,004 | $3.8M |
| Cavalier Investments, LLC | 1.19% | Reduce -7.6% | 35,780 | $3.8M |
| Clear Retirement Advice LLC | 2.94% | — | 36,322 | $3.8M |
| Towerpoint Wealth, LLC | 1.49% | Reduce -4.9% | 35,329 | $3.8M |
| Strategic Blueprint, LLC | 0.22% | Reduce -16.5% | 35,138 | $3.7M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -2.3% | 69,400 | $3.7M |
| Winthrop Advisory Group LLC | 0.32% | Reduce -0.6% | 34,846 | $3.7M |
| VestGen Advisors, LLC | 0.16% | Reduce -84.8% | 34,435 | $3.7M |
| RKL Wealth Management LLC | 0.30% | Add +1.9% | 34,360 | $3.7M |
| Visionary Wealth Advisors | 0.16% | Add +70.5% | 33,905 | $3.6M |
| Retirement Income Solutions, Inc. | 0.61% | Reduce -3.0% | 33,785 | $3.6M |
| Larson Financial Group LLC | 0.12% | Add +0.3% | 33,713 | $3.6M |
| Everpar Advisors LLC | 1.32% | New | 33,467 | $3.6M |
| LBMC Investment Advisors, LLC | 0.22% | Add +0.1% | 33,265 | $3.5M |
| Blair William & Co. | 0.01% | Reduce -7.3% | 33,185 | $3.5M |
| Atticus Wealth Management, LLC | 0.86% | Reduce -0.4% | 32,825 | $3.5M |
| Valeo Financial Advisors, LLC | 0.08% | Add +1.2% | 32,629 | $3.5M |
| XY Planning Network, Inc. | 0.60% | New | 32,440 | $3.5M |
| Marietta Wealth Management, LLC | 0.40% | No change | 32,297 | $3.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +7.2% | 32,066 | $3.4M |
| Balefire, LLC | 0.67% | Add +15.1% | 32,033 | $3.4M |
| Onyx Bridge Wealth Group LLC | 0.36% | Reduce -12.9% | 31,541 | $3.4M |
| Pinnacle Wealth Management, LLC | 2.25% | Reduce -0.2% | 31,282 | $3.3M |
| Aspetuck Financial Management LLC | 2.23% | Reduce -4.2% | 31,140 | $3.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.56% | Reduce -0.8% | 31,106 | $3.3M |
| SkyOak Wealth, LLC | 0.60% | Add +7.2% | 31,086 | $3.3M |
| Gilbert Capital Group, Inc. | 2.45% | Reduce -63.6% | 30,589 | $3.3M |
| Financial Network Wealth Advisors LLC | 3.33% | Add +3.9% | 29,927 | $3.2M |
| Alliance Wealth Advisors, LLC | 0.69% | Reduce -20.0% | 29,909 | $3.2M |
| Turtle Creek Wealth Advisors, LLC | 0.25% | No change | 29,896 | $3.2M |
| Caprock Group, LLC | 0.07% | Reduce -1.5% | 29,760 | $3.2M |
| Keudell/Morrison Wealth Management | 0.67% | — | 29,726 | $3.2M |
| ESL Trust Services, LLC | 0.60% | Reduce -95.3% | 29,513 | $3.1M |
| Coppell Advisory Solutions LLC | 0.31% | Reduce -30.5% | 29,006 | $3.1M |
| Towne Trust Company, N.A | 0.97% | Add +150.6% | 29,147 | $3.1M |
| Shum Financial Group, Inc. | 2.24% | Reduce -0.3% | 29,105 | $3.1M |
| Summit Investment Advisory Services, LLC | 1.16% | Reduce -7.0% | 28,899 | $3.1M |
| Victory Financial Group, LLC | 0.39% | Add +19.6% | 28,874 | $3.1M |
| Wilkins Miller Wealth Management, LLC | 1.82% | Reduce -6.3% | 28,648 | $3.1M |
| Wrenne Financial Planning LLC | 1.24% | Reduce -2.3% | 28,560 | $3.0M |
| Lowery Thomas, LLC | 1.72% | Reduce -3.0% | 28,530 | $3.0M |
| Global Strategic Investment Solutions, LLC | 0.29% | Reduce -0.6% | 28,285 | $3.0M |
| Baker Tilly Wealth Management, LLC | 0.73% | Add +24.1% | 27,616 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -5.4% | 27,414 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -44.6% | 27,235 | $2.9M |
| Independent Advisor Alliance | 0.07% | Add +1.2% | 26,913 | $2.9M |
| Bank of Montreal | 0.00% | Add +0.9% | 26,474 | $2.8M |
| Kuhn & Co Investment Counsel | 1.88% | Add +8.8% | 26,374 | $2.8M |
| Rede Wealth, LLC | 0.97% | New | 26,193 | $2.8M |
| Yukon Wealth Management, Inc. | 1.61% | Reduce -7.7% | 26,832 | $2.8M |
| Integrity Wealth Solutions LLC | 1.10% | Reduce -2.5% | 26,130 | $2.8M |
| Diversified Trust Co. | 0.05% | No change | 25,997 | $2.8M |
| Iowa State Bank | 0.51% | Reduce -1.4% | 25,606 | $2.7M |
| Freedom Investment Management, Inc. | 0.79% | Add +2.7% | 25,546 | $2.7M |
| Triton Wealth Management, PLLC | 1.02% | Reduce -0.7% | 25,819 | $2.7M |
| Simplicity Wealth,LLC | 0.16% | Reduce -8.2% | 25,413 | $2.7M |
| Altfest L J & Co. Inc. | 0.29% | Add +6.0% | 25,100 | $2.7M |
| Lanark Financial, Inc. | 0.20% | Reduce -5.4% | 24,975 | $2.7M |
| CWA Asset Management Group, LLC | 0.10% | Reduce -2.9% | 24,711 | $2.6M |
| Byrne Financial Freedom, LLC | 1.19% | Reduce -13.9% | 24,393 | $2.6M |
| Brookwood Investment Group LLC | 0.31% | Add +7.3% | 24,334 | $2.6M |
| Stegent Equity Advisors, Inc. | 2.02% | Add +1.4% | 24,323 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +79.7% | 24,228 | $2.6M |
| Waystone Advisors LLC | 2.19% | — | 23,886 | $2.5M |
| Tradition Wealth Management, LLC | 0.18% | Reduce -1.2% | 23,831 | $2.5M |
| Curran Financial Partners, LLC | 0.48% | Add +1.9% | 23,788 | $2.5M |
| Advance Capital Management, Inc. | 0.11% | Add +0.0% | 23,773 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.3% | 23,615 | $2.5M |
| Milestones Private Investment Advisors LLC | 1.73% | Reduce -8.3% | 23,553 | $2.5M |
| Vance Wealth, LLC | 0.74% | Reduce -11.2% | 23,262 | $2.5M |
| Financial Futures Ltd Liability Co. | 1.15% | Reduce -5.9% | 23,238 | $2.5M |
| Stevens Capital Partners | 0.64% | Add +1.4% | 23,020 | $2.5M |
| Coastal Bridge Advisors, LLC | 0.18% | Add +10.2% | 26,954 | $2.5M |
| Camden National Bank | 0.34% | Add +6.9% | 22,986 | $2.5M |
| Mitchell Sinkler & Starr | 1.10% | No change | 22,915 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.4% | 22,852 | $2.4M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 22,622 | $2.4M |
| MAI Capital Management | 0.01% | Add +19.1% | 22,422 | $2.4M |
| McDonald Partners LLC | 0.74% | Reduce -7.7% | 22,166 | $2.4M |
| Florida Financial Advisors, LLC | 0.64% | Add +1.1% | 22,478 | $2.4M |
| PCG Wealth Advisors, LLC | 0.66% | Add +35.8% | 21,963 | $2.3M |
| Wells Financial Advisors INC | 4.43% | Reduce -28.4% | 21,866 | $2.3M |
| Third View Private Wealth, LLC | 0.31% | — | 21,623 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -1.4% | 21,505 | $2.3M |
| Meridian Financial Advisors, LLC | 1.24% | Reduce -2.9% | 21,407 | $2.3M |
| Alliance Private Wealth, LLC | 0.78% | — | 21,285 | $2.3M |
| Intrua Financial, LLC | 0.25% | Reduce -27.8% | 21,000 | $2.2M |
| Wealth Advisors Northwest LLC | 0.99% | Reduce -4.7% | 20,950 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -1.1% | 20,649 | $2.2M |
| Sigma Planning Corp | 0.06% | Add +1.0% | 11,233 | $2.2M |
| Magnolia Capital Advisors LLC | 0.46% | Add +8.4% | 20,322 | $2.2M |
| MKT Advisors LLC | 0.74% | Reduce -2.3% | 20,187 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.7% | 19,633 | $2.1M |
| Palatine Hill Wealth Management, LLC | 1.68% | — | 19,493 | $2.1M |
| Mascagni Wealth Management, Inc. | 1.55% | Reduce -2.9% | 19,431 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +1.1% | 19,271 | $2.1M |
| White Pine Capital LLC | 0.55% | Reduce -0.2% | 18,819 | $2.0M |
| Rialto Wealth Management, LLC | 0.48% | Reduce -1.6% | 18,712 | $2.0M |
| HBW Advisory Services LLC | 0.22% | Add +0.9% | 18,679 | $2.0M |
| Ring Mountain Capital, LLC | 1.02% | Reduce -1.1% | 18,551 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 18,446 | $2.0M |
| Inspire Trust Co, N.A. | 0.32% | Reduce -1.2% | 18,347 | $2.0M |
| McAdam, LLC | 0.09% | Add +3.7% | 18,281 | $2.0M |
| Three Bridge Wealth Advisors, LLC | 0.51% | No change | 18,200 | $1.9M |
| AMJ Financial Wealth Management | 0.46% | Reduce -2.5% | 18,108 | $1.9M |
| Optivise Advisory Services LLC | 1.11% | Add +0.8% | 18,047 | $1.9M |
| Fiduciary Alliance LLC | 0.13% | Reduce -3.6% | 17,935 | $1.9M |
| PFG Advisors | 0.09% | Reduce -73.0% | 17,831 | $1.9M |
| Lifeworks Advisors, LLC | 0.25% | Reduce -0.5% | 17,769 | $1.9M |
| Callan Family Office, LLC | 0.04% | New | 17,572 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +0.6% | 17,381 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -8.1% | 17,124 | $1.8M |
| Gentry Private Wealth, LLC | 1.14% | Reduce -12.2% | 16,930 | $1.8M |
| Fourth Dimension Wealth, LLC | 0.66% | Reduce -2.9% | 16,872 | $1.8M |
| Latitude Advisors, LLC | 0.79% | Add +6.5% | 16,793 | $1.8M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -10.1% | 16,780 | $1.8M |
| Regal Investment Advisors LLC | 0.11% | Reduce -0.4% | 16,695 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.60% | Add +0.1% | 16,257 | $1.8M |
| Sfmg, LLC | 0.12% | Reduce -2.1% | 16,439 | $1.8M |
| Ignite Planners, LLC | 0.27% | Reduce -2.6% | 16,354 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.63% | Reduce -0.6% | 16,290 | $1.7M |
| LWM Advisory Services, LLC | 1.01% | Add +14.1% | 16,162 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -12.9% | 16,156 | $1.7M |
| Peck Wealth Management, LLC | 1.63% | Reduce -21.9% | 16,144 | $1.7M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +18.4% | 16,086 | $1.7M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.9% | 16,025 | $1.7M |
| Voya Financial Advisors, Inc. | 0.16% | Reduce -14.4% | 15,719 | $1.7M |
| Thrive Capital Management, LLC | 0.38% | Reduce -20.4% | 15,819 | $1.7M |
| Fragasso Financial Advisors Inc | 0.10% | Reduce -1.6% | 15,765 | $1.7M |
| Rik Saylor Financial, Inc. | 1.23% | Reduce -2.8% | 15,750 | $1.7M |
| Commerce Bank | 0.01% | Reduce -0.1% | 15,617 | $1.7M |
| Grant Private Wealth Management Inc | 1.00% | Reduce -0.4% | 15,571 | $1.7M |
| Barnes Wealth Management Group, Inc | 0.89% | Reduce -2.2% | 15,569 | $1.7M |
| Jericho Financial, LLP | 0.99% | Reduce -20.6% | 15,368 | $1.6M |
| Wall Capital Group, Inc. | 1.56% | — | 15,363 | $1.6M |
| Fidelity D & D Bancorp Inc. | 0.70% | No change | 15,263 | $1.6M |
| SevenBridge Financial Group, LLC | 0.26% | Add +13.5% | 15,060 | $1.6M |
| First Financial Corp. | 0.61% | No change | 15,032 | $1.6M |
| Teucrium Investment Advisors, LLC | 1.76% | — | 14,981 | $1.6M |
| ES4, LLC | 1.10% | — | 14,952 | $1.6M |
| DRW Securities, LLC | 0.12% | New | 14,777 | $1.6M |
| Krilogy Financial LLC | 0.05% | Reduce -0.5% | 14,348 | $1.5M |
| Everest Financial Group LLC | 0.35% | — | 14,472 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | No change | 14,416 | $1.5M |
| Parsons Capital Management Inc. | 0.08% | Add +51.2% | 14,369 | $1.5M |
| Private Client Services, LLC | 0.48% | Reduce -1.0% | 14,363 | $1.5M |
| IMA Advisory Services, Inc. | 0.15% | Add +71.5% | 14,237 | $1.5M |
| KM Capital Management Ltd. | 0.77% | Add +1.4% | 14,196 | $1.5M |
| Jackson, Grant Investment Advisers, Inc. | 0.50% | Add +3.3% | 14,186 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.58% | Reduce -53.4% | 14,194 | $1.5M |
| Interchange Capital Partners, LLC | 0.28% | Reduce -0.7% | 14,014 | $1.5M |
| Calton & Associates, Inc. | 0.22% | Add +0.8% | 13,779 | $1.5M |
| Gryphon Financial Partners LLC | 0.16% | Add +465.1% | 13,698 | $1.5M |
| rebel Financial LLC | 0.62% | Add +0.0% | 13,688 | $1.5M |
| Vantage Point Financial LLC | 0.52% | Reduce -4.0% | 13,678 | $1.5M |
| Quadcap Wealth Management, LLC | 0.17% | Reduce -0.1% | 13,629 | $1.5M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -20.9% | 13,545 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +27.3% | 13,539 | $1.4M |
| Bokf, NA | 0.02% | Add +135.9% | 13,476 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +74.6% | 13,380 | $1.4M |
| Ieq Capital, LLC | 0.00% | Add +225.3% | 13,379 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.49% | Add +287.4% | 13,322 | $1.4M |
| River Street Advisors LLC | 0.53% | Reduce -0.2% | 13,178 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.54% | New | 13,049 | $1.4M |
| Sun Financial Inc | 0.78% | — | 13,046 | $1.4M |
| Cerro Pacific Wealth Advisors LLC | 0.37% | Add +0.4% | 13,030 | $1.4M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -0.4% | 13,013 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | Add +208.5% | 12,976 | $1.4M |
| Bill Few Associates, Inc. | 0.34% | Add +8.7% | 12,828 | $1.4M |
| ABLE Financial Group, LLC | 0.28% | Add +2.1% | 12,803 | $1.4M |
| Koss-Olinger Consulting, LLC | 0.11% | Reduce -33.0% | 12,766 | $1.4M |
| Fell Capital Management | 1.32% | — | 12,719 | $1.4M |
| Thompson David Blair | 0.77% | — | 12,657 | $1.4M |
| Caldwell Trust Co | 0.12% | Add +0.1% | 12,599 | $1.3M |
| Tennessee Valley Asset Management Partners | 0.17% | Reduce -4.3% | 12,501 | $1.3M |
| Stewardship Concepts Financial Services LLC | 1.12% | — | 12,480 | $1.3M |
| Arcadia Wealth Management, LLC | 0.49% | Reduce -21.0% | 12,469 | $1.3M |
| MY Wealth Management Inc. | 1.16% | No change | 12,460 | $1.3M |
| TSG Advice Partners, LLC | 0.20% | — | 12,459 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +72.5% | 12,307 | $1.3M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +16.1% | 12,259 | $1.3M |
| Sunesis Advisors, LLC | 0.59% | No change | 12,221 | $1.3M |
| Waldron Private Wealth LLC | 0.05% | No change | 12,145 | $1.3M |
| Ayalon Insurance Comp Ltd. | 0.31% | No change | 12,122 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.57% | Reduce -69.1% | 12,113 | $1.3M |
| CV Advisors LLC | 0.33% | No change | 12,035 | $1.3M |
| Claris Financial LLC | 0.68% | Add +0.1% | 12,024 | $1.3M |
| Centerpoint Advisors, LLC | 0.39% | Reduce -8.1% | 12,013 | $1.3M |
| Altman Advisors, Inc. | 0.48% | Add +1.8% | 92,421 | $1.3M |
| Twelve Points Wealth Management LLC | 0.28% | Reduce -4.0% | 11,716 | $1.3M |
| Spire Wealth Management | 0.04% | Add +15.1% | 11,794 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.23% | Add +0.0% | 11,778 | $1.3M |
| Tilson Financial Group, Inc. | 0.39% | Reduce -0.6% | 11,754 | $1.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | — | 11,644 | $1.2M |
| GTS Securities LLC | 0.04% | New | 11,633 | $1.2M |
| Bay Capital Advisors, LLC | 0.75% | Reduce -1.0% | 11,585 | $1.2M |
| FreeGulliver LLC | 0.55% | Reduce -5.2% | 11,584 | $1.2M |
| TFB Advisors LLC | 0.34% | Add +2.4% | 11,464 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -4.4% | 11,450 | $1.2M |
| PMG Wealth Management, Inc. | 0.89% | Reduce -1.9% | 11,405 | $1.2M |
| Virtue Capital Management, LLC | 0.19% | Add +11.9% | 11,277 | $1.2M |
| Advus Financial Partners, LLC | 0.29% | Add +0.3% | 11,158 | $1.2M |
| Potentia Wealth | 0.44% | Reduce -2.9% | 11,128 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +18.7% | 11,032 | $1.2M |
| Advyzon Investment Management, LLC | 0.14% | Add +54.1% | 11,010 | $1.2M |
| Ethos Financial Group, LLC | 0.09% | Reduce -4.4% | 10,930 | $1.2M |
| Sherman Wealth Management LLC | 1.01% | — | 10,906 | $1.2M |
| Opal Capital LLC | 0.29% | — | 7,503 | $1.2M |
| Wallace Advisory Group, LLC | 1.20% | Reduce -19.6% | 10,760 | $1.1M |
| Brio Consultants, LLC | 0.15% | Add +42.9% | 10,729 | $1.1M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -0.8% | 10,694 | $1.1M |
| DGS Capital Management, LLC | 0.19% | Add +1.2% | 10,616 | $1.1M |
| Lantz Financial LLC | 0.24% | Reduce -0.9% | 10,577 | $1.1M |
| Certified Advisory Corp | 0.10% | Reduce -6.4% | 10,563 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +2.7% | 10,527 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +275.7% | 10,486 | $1.1M |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -1.9% | 10,472 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.71% | Reduce -10.2% | 10,469 | $1.1M |
| GGM Financial LLC | 0.54% | Add +4.5% | 10,455 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +30.6% | 10,423 | $1.1M |
| Wealth Enhancement Trust Services, Inc. | 0.14% | — | 10,420 | $1.1M |
| FineMark National Bank & Trust | 0.03% | Reduce -9.0% | 10,342 | $1.1M |
| BankPlus Trust Department | 0.29% | Add +3460.2% | 10,289 | $1.1M |
| Legacy Edge Advisors, LLC | 0.12% | Add +4.8% | 10,244 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Add +2.5% | 10,193 | $1.1M |
| Arlington Trust Co LLC | 0.11% | Reduce -71.4% | 10,166 | $1.1M |
| SFG Wealth Management, LLC. | 0.43% | Add +4.0% | 10,161 | $1.1M |
| HUB Investment Partners, LLC | 0.03% | Reduce -24.2% | 10,118 | $1.1M |
| Plante Moran Financial Advisors, LLC | 0.07% | Add +4.8% | 10,081 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -7.2% | 10,072 | $1.1M |
| Jefferies Financial Group Inc. | 0.01% | Add +5.1% | 10,019 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +4.2% | 9,916 | $1.1M |
| Mather Group, Llc. | 0.01% | No change | 9,837 | $1.0M |
| OmniStar Financial Group, Inc. | 0.61% | Add +1.6% | 9,813 | $1.0M |
| Drive Wealth Management, LLC | 0.20% | Reduce -19.6% | 9,804 | $1.0M |
| Signal Advisors Wealth, LLC | 0.08% | Add +14.4% | 9,748 | $1.0M |
| Pinion Investment Advisors, LLC | 0.25% | Reduce -0.1% | 9,731 | $1.0M |
| Prosperity Planning, Inc. | 0.38% | Reduce -0.8% | 9,720 | $1.0M |
| Banco BTG Pactual S.A. | 0.18% | Reduce -55.2% | 9,690 | $1.0M |
| FC Advisory LLC | 0.30% | Reduce -0.8% | 9,689 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -10.0% | 9,632 | $1.0M |
| Fiduciary Trust Co | 0.01% | Reduce -0.7% | 9,625 | $1.0M |
| Empowered Funds, LLC | 0.02% | Add +195.1% | 9,618 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | No change | 9,607 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -12.6% | 9,573 | $1.0M |
| Heritage Oak Wealth Advisors LLC | 0.38% | New | 9,543 | $1.0M |
| John W. Brooker & Co., CPAs | 1.82% | Add +0.0% | 9,525 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Reduce -23.1% | 9,468 | $1.0M |
| Compound Planning, Inc. | 0.03% | Reduce -4.4% | 9,422 | $1.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +201.2% | 9,396 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +108.4% | 9,374 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -62.3% | 9,369 | $1000K |
| Matauro, LLC | 0.15% | Reduce -4.5% | 9,319 | $994K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +21.6% | 9,290 | $991K |
| Laurel Wealth Advisors LLC | 0.13% | Add +1.4% | 9,282 | $990K |
| Venturi Wealth Management, LLC | 0.04% | Add +6.3% | 9,222 | $984K |
| Secured Retirement Advisors, LLC | 0.55% | Reduce -9.3% | 9,190 | $981K |
| First Trust Advisors LP | 0.00% | Add +3.8% | 9,174 | $979K |
| Beacon Capital Management, LLC | 0.15% | Add +74.6% | 9,174 | $979K |
| Integrity Advisory Solutions, LLC | 0.14% | Add +6.3% | 9,134 | $975K |
| Wealthfront Advisers LLC | 0.00% | Add +6.9% | 9,127 | $974K |
| Hilltop Holdings Inc. | 0.06% | Reduce -1.8% | 9,103 | $971K |
| Capital Management Associates, Inc | 0.21% | Add +16.1% | 9,032 | $964K |
| Dahring | Cusmano LLC | 0.66% | Add +0.1% | 8,949 | $955K |
| Schrum Private Wealth Management LLC | 0.71% | Add +7.9% | 8,942 | $954K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +0.1% | 8,913 | $951K |
| Eclectic Associates Inc. | 0.15% | Add +188.8% | 8,868 | $946K |
| Orin Green Financial, LLC | 0.38% | No change | 8,861 | $945K |
| ATX Financial Planning, LLC | 0.73% | — | 8,826 | $942K |
| Renaissance Technologies | 0.00% | Reduce -69.2% | 8,800 | $939K |
| Core Wealth Advisors, LLC | 0.74% | — | 8,798 | $939K |
| Texas Yale Capital Corp. | 0.03% | No change | 8,789 | $938K |
| Moors & Cabot, Inc. | 0.04% | Add +117.5% | 8,757 | $934K |
| Soltis Investment Advisors LLC | 0.06% | Add +21.4% | 8,702 | $929K |
| Willner & Heller, LLC | 0.65% | Reduce -1.2% | 8,531 | $910K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +0.4% | 8,460 | $903K |
| Impact Partnership Wealth, LLC | 0.12% | New | 8,433 | $900K |
| Americana Partners, LLC | 0.02% | Add +86.8% | 8,415 | $898K |
| Vantage Financial Partners, LLC | 0.18% | Add +0.1% | 8,387 | $895K |
| Entelevest, LLC | 0.93% | — | 8,370 | $893K |
| Focus Financial Network, Inc. | 0.03% | Reduce -4.3% | 8,363 | $892K |
| Integrated Advisors Network LLC | 0.04% | Add +84.3% | 8,348 | $891K |
| Ballast Rock Private Wealth LLC | 0.55% | — | 8,173 | $872K |
| Rosenblum Silverman Sutton S F Inc. | 0.20% | Add +13.2% | 8,170 | $872K |
| Kelly Financial Services LLC | 0.22% | Reduce -13.6% | 8,140 | $869K |
| First National Bank of Omaha | 0.03% | No change | 8,067 | $861K |
| NewEdge Wealth, LLC | 0.01% | Add +1.0% | 8,045 | $858K |
| Prospera Financial Services Inc | 0.01% | Reduce -10.1% | 7,972 | $851K |
| Global View Capital Management LLC | 0.16% | Add +7.1% | 7,955 | $849K |
| Advisor Resource Council | 0.30% | New | 7,871 | $847K |
| TrueWealth Financial Partners | 0.70% | New | 7,897 | $843K |
| True Blue Financial, LLC | 0.70% | — | 7,897 | $843K |
| SBI Securities Co., Ltd. | 0.02% | Add +2.9% | 7,857 | $838K |
| Monetary Solutions, Ltd | 0.82% | — | 7,830 | $835K |
| Mach-1 Financial Group, LLC | 0.17% | Reduce -9.3% | 7,787 | $831K |
| Alpha Cubed Investments, LLC | 0.03% | Add +51.8% | 7,762 | $828K |
| Tempus Wealth Planning, LLC | 0.19% | Reduce -21.3% | 7,701 | $822K |
| Triad Wealth Partners, LLC | 0.08% | Add +22.5% | 7,683 | $820K |
| Vise Technologies, Inc. | 0.02% | New | 7,654 | $817K |
| 626 Financial, LLC | 0.35% | Reduce -10.9% | 7,610 | $812K |
| Stephens Inc. | 0.01% | Reduce -0.5% | 7,569 | $808K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.1% | 7,564 | $807K |
| 4WEALTH Advisors, Inc. | 0.69% | Reduce -0.6% | 7,480 | $798K |
| Founders Financial Alliance, LLC | 0.15% | Add +2.7% | 7,457 | $796K |
| SHP Wealth Management | 0.06% | — | 7,448 | $795K |
| Glenmede Trust Co. NA | 0.00% | — | 7,389 | $788K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -48.5% | 7,354 | $785K |
| Elevation Capital Advisory, LLC | 0.32% | New | 7,352 | $784K |
| TFR Capital, LLC. | 0.26% | Reduce -0.6% | 7,332 | $782K |
| Wallington Asset Management, LLC | 0.10% | Reduce -5.4% | 7,230 | $771K |
| Csenge Advisory Group | 0.03% | Add +0.9% | 7,219 | $770K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,176 | $766K |
| Arax Advisory Partners | 0.02% | New | 7,174 | $765K |
| Solutions 4 Wealth, Ltd | 1.15% | Add +0.4% | 7,160 | $764K |
| Capital Investment Advisors, LLC | 0.01% | No change | 7,143 | $762K |
| Ellevest, Inc. | 0.11% | No change | 7,138 | $762K |
| McClarren Financial Advisors, Inc. | 0.45% | Reduce -26.6% | 3,777 | $761K |
| Insigneo Advisory Services, LLC | 0.05% | Add +11.5% | 7,108 | $758K |
| Richmond Investment Services, LLC | 0.13% | Add +4.3% | 7,094 | $757K |
| PKS Advisory Services, LLC | 0.17% | Reduce -1.4% | 7,093 | $757K |
| Beacon Bank & Trust | 0.15% | Reduce -6.6% | 7,085 | $756K |
| Creative Financial Designs Inc. | 0.05% | Add +2.1% | 7,083 | $756K |
| Diversified Enterprises, LLC | 0.04% | No change | 7,063 | $754K |
| Procyon Advisors, LLC | 0.04% | Reduce -5.7% | 7,061 | $753K |
| Indivisible Partners | 0.08% | — | 7,027 | $750K |
| Level Four Advisory Services, LLC | 0.02% | Add +28.1% | 7,024 | $750K |
| Uptick Partners, LLC | 0.16% | New | 7,017 | $749K |
| Sharkey, Howes & Javer | 0.10% | Reduce -35.1% | 7,005 | $747K |
| Midwest Trust Co | 0.01% | New | 6,990 | $746K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +36.6% | 6,950 | $742K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 6,940 | $740K |
| Go Invest LLC | 0.24% | — | 6,882 | $734K |
| Oregon Pacific Wealth Management, LLC | 0.74% | Add +62.9% | 6,755 | $721K |
| Sei Investments Co. | 0.00% | Add +7.3% | 6,749 | $720K |
| Root Financial Partners, LLC | 0.04% | Add +378.1% | 6,708 | $716K |
| Strategic Financial Concepts, LLC | 0.65% | Reduce -99.2% | 6,696 | $714K |
| First Horizon Corp. | 0.03% | Reduce -45.3% | 6,633 | $708K |
| Fulton Bank, N.A. | 0.02% | New | 6,607 | $705K |
| Coordinated Financial Services, Inc. | 0.41% | Add +22.1% | 6,606 | $705K |
| Flagship Private Wealth, LLC | 0.28% | Add +3.5% | 6,596 | $704K |
| Greenleaf Trust | 0.01% | Add +24.7% | 6,592 | $703K |
| Wick Capital Partners, LLC | 0.13% | New | 8,753 | $702K |
| Valpey Financial Services, LLC | 0.44% | Reduce -15.6% | 6,459 | $689K |
| Selby Wealth Management, LLC | 0.28% | — | 6,443 | $687K |
| Pandora Wealth, Inc. | 0.42% | No change | 6,430 | $686K |
| FSB Premier Wealth Management, Inc. | 0.22% | Reduce -6.2% | 6,397 | $683K |
| Ballentine Partners, LLC | 0.01% | Add +38.2% | 6,362 | $679K |
| FFT Wealth Management LLC | 0.13% | Reduce -7.3% | 6,346 | $677K |
| Crescent Sterling, Ltd. | 0.69% | Reduce -2.0% | 6,303 | $673K |
| Global Financial Private Client, LLC | 0.24% | Add +1.5% | 6,301 | $672K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 6,239 | $666K |
| Community Bank, N.A. | 0.08% | Reduce -0.3% | 6,202 | $662K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -2.2% | 6,176 | $659K |
| Juncture Wealth Strategies, LLC | 0.22% | Reduce -20.1% | 6,175 | $659K |
| One Charles Private Wealth Services, LLC | 0.17% | Reduce -5.3% | 6,160 | $657K |
| Linscomb Wealth, Inc. | 0.03% | No change | 6,143 | $655K |
| Concorde Asset Management, LLC | 0.26% | Add +8.9% | 6,139 | $655K |
| Leigh Baldwin & Co., LLC | 0.43% | Reduce -24.2% | 6,117 | $653K |
| Innovative Wealth Building LLC | 0.47% | Reduce -3.6% | 6,049 | $645K |
| Tudor Investment Corporation | 0.00% | Reduce -89.6% | 6,023 | $643K |
| Intellectus Partners, LLC | 0.12% | New | 6,019 | $642K |
| Redwood Financial Network Corp | 0.41% | Reduce -3.7% | 6,006 | $641K |
| Providence First Trust Co | 0.22% | New | 6,000 | $640K |
| Tandem Capital Management Corp. | 0.29% | Add +4.3% | 5,975 | $638K |
| Jacobi Capital Management LLC | 0.04% | Add +2.7% | 5,875 | $627K |
| Fox Financial, Inc | 0.50% | Reduce -0.2% | 5,862 | $625K |
| RMR Wealth Builders | 0.05% | Add +36.1% | 5,860 | $625K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +4.6% | 5,858 | $625K |
| Tucker Asset Management LLC | 0.18% | Reduce -0.8% | 5,857 | $625K |
| Aegis Wealth Management, Inc. | 0.49% | — | 5,839 | $623K |
| Edgestream Partners, L.P. | 0.02% | Reduce -24.3% | 5,795 | $618K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 5,780 | $617K |
| JMN Financial LLC | 0.61% | — | 5,722 | $611K |
| APS Management Group, Inc. | 0.52% | Reduce -7.1% | 5,715 | $610K |
| Ruggiero Investments, Inc. | 0.55% | — | 5,713 | $610K |
| SmartHarvest Portfolios, LLC | 0.21% | — | 5,708 | $609K |
| Perryman Financial Advisory Inc. | 0.09% | — | 5,690 | $607K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -25.3% | 5,646 | $602K |
| Hiley Hunt Wealth Management | 0.27% | Add +0.0% | 5,625 | $600K |
| Realta Investment Advisors | 0.20% | Add +2.4% | 5,623 | $600K |
| Swmg, LLC | 0.17% | Add +69.3% | 5,712 | $600K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +50.8% | 5,590 | $596K |
| Northeast Planning Associates, Inc. / NH / | 0.42% | Reduce -0.9% | 5,537 | $591K |
| Somerset Trust Co | 0.18% | Reduce -1.1% | 5,535 | $591K |
| Waters Parkerson & Co., LLC | 0.03% | No change | 5,534 | $590K |
| Silverlake Wealth Management LLC | 0.13% | Reduce -6.5% | 5,521 | $589K |
| Vawter Financial, Ltd. | 0.25% | Reduce -10.9% | 5,469 | $584K |
| Worth Financial Advisory Group, LLC | 0.28% | Reduce -7.2% | 5,463 | $583K |
| ProVise Management Group, LLC | 0.04% | Reduce -2.9% | 5,432 | $580K |
| Breakthru Advisory Services, LLC | 0.37% | Reduce -4.4% | 5,395 | $576K |
| Forefront Wealth Partners, LLC | 0.27% | Add +107.6% | 5,395 | $576K |
| 49 Wealth Management, LLC | 0.05% | Reduce -68.8% | 5,382 | $574K |
| SteelPeak Wealth, LLC | 0.02% | Add +7.6% | 5,376 | $574K |
| McDonough Capital Management, Inc | 0.28% | Add +0.3% | 5,356 | $571K |
| Wealthgarden F.S. LLC | 0.37% | Reduce -9.0% | 5,251 | $565K |
| Flputnam Investment Management Co. | 0.01% | Add +13.1% | 5,286 | $564K |
| Johnson Investment Counsel Inc. | 0.00% | Add +55.8% | 5,254 | $561K |
| PGIM Custom Harvest LLC | 0.01% | New | 5,251 | $560K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -8.7% | 5,202 | $559K |
| Loomis Sayles & Co. L P | 0.00% | Add +54.7% | 5,175 | $552K |
| GeoWealth Management, LLC | 0.02% | Reduce -6.9% | 5,161 | $551K |
| Guardsman Private Capital Management, Inc. | 0.44% | — | 5,117 | $546K |
| Ebert Capital Management Inc. | 0.53% | — | 5,075 | $544K |
| Kropog Financial Group, LLC | 0.42% | Add +0.2% | 5,099 | $544K |
| Old Mission Investment Co LLC | 0.13% | New | 5,037 | $537K |
| Diversified Management Inc. | 0.13% | — | 5,027 | $536K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -1.4% | 4,959 | $529K |
| Aviso Wealth Management | 0.22% | Reduce -22.1% | 4,945 | $528K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -0.1% | 4,929 | $526K |
| Vanguard Group Inc. | 0.00% | Add +2.4% | 4,887 | $521K |
| Arrow Financial Corp | 0.05% | No change | 4,842 | $517K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -14.5% | 4,812 | $513K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $512K |
| JT Stratford LLC | 0.07% | Reduce -11.4% | 4,795 | $512K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $511K |
| Haverford Trust Co | 0.00% | New | 4,764 | $508K |
| Fusion Capital, LLC | 0.14% | Reduce -3.8% | 4,749 | $507K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Reduce -19.1% | 4,700 | $501K |
| URS Advisory LLC | 0.42% | — | 4,689 | $500K |
| Wedmont Private Capital | 0.02% | Reduce -12.9% | 4,601 | $497K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +7.5% | 4,654 | $497K |
| Paladin Advisory Group, LLC | 0.36% | Reduce -1.6% | 4,642 | $495K |
| Daviman Financial, LLC | 0.29% | — | 4,600 | $491K |
| Tactive Advisors, LLC | 0.14% | No change | 4,600 | $491K |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 4,567 | $487K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.5% | 4,551 | $486K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.0% | 4,508 | $481K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -9.0% | 4,490 | $479K |
| TCP Asset Management, LLC | 0.08% | No change | 4,468 | $477K |
| Sovran Advisors, LLC | 0.04% | Reduce -11.1% | 4,440 | $476K |
| Prostatis Group LLC | 0.11% | Reduce -4.5% | 4,444 | $474K |
| Cassilly Financial Group LLC | 0.42% | — | 4,414 | $471K |
| Colonial River Investments, LLC | 0.17% | Reduce -20.7% | 4,403 | $470K |
| Accel Wealth Management | 0.13% | Reduce -2.4% | 4,333 | $462K |
| WJ Wealth Management, LLC | 0.20% | Reduce -8.7% | 4,325 | $461K |
| Rockline Wealth Management, LLC | 0.09% | Reduce -14.3% | 4,300 | $459K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Reduce -1.1% | 4,290 | $458K |
| Nwam LLC | 0.03% | Add +0.1% | 4,255 | $457K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 4,206 | $449K |
| Copley Financial Group, Inc. | 0.28% | Reduce -1.1% | 4,199 | $448K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 4,126 | $440K |
| RBA Wealth Management, LLC | 0.15% | Add +2.6% | 4,110 | $439K |
| LVW Advisors, LLC | 0.04% | No change | 4,104 | $438K |
| Stiles Financial Services Inc | 0.13% | Reduce -1.9% | 4,080 | $435K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -1.1% | 4,064 | $434K |
| Sonata Capital Group Inc. | 0.16% | No change | 4,061 | $433K |
| Abbot Financial Management, Inc. | 0.18% | Reduce -4.1% | 4,050 | $432K |
| Everstar Asset Management, LLC | 0.23% | Add +3.8% | 4,083 | $432K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.3% | 4,020 | $429K |
| Delta Capital Management LLC | 0.24% | No change | 4,000 | $427K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,980 | $425K |
| FWG Investments, LLC. | 0.27% | Reduce -0.8% | 3,969 | $424K |
| ETF Store, Inc. | 0.43% | Add +0.1% | 3,966 | $423K |
| Parallel Advisors, LLC | 0.01% | Add +25.7% | 3,946 | $421K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | No change | 3,946 | $421K |
| QRG Capital Management, Inc. | 0.00% | New | 3,936 | $420K |
| Two Sigma Securities, LLC | 0.06% | New | 3,935 | $420K |
| Brian Low Financial Group, LLC | 0.30% | Reduce -18.8% | 3,917 | $418K |
| Financial Management Network Inc. | 0.07% | Reduce -8.1% | 3,884 | $415K |
| New Covenant Trust Company, N.A. | 0.37% | No change | 3,869 | $413K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +14.4% | 3,858 | $412K |
| Kovack Advisors, Inc. | 0.02% | New | 3,840 | $410K |
| Centurion Wealth Management LLC | 0.09% | Reduce -0.9% | 3,813 | $407K |
| Keebeck Wealth Management | 0.05% | Reduce -0.0% | 3,808 | $406K |
| Chris Bulman Inc | 0.18% | Reduce -9.0% | 3,795 | $405K |
| Cape Investment Advisory, Inc. | 0.12% | Add +170.9% | 3,787 | $404K |
| LifeGoal Investments, LLC | 0.27% | No change | 3,775 | $403K |
| B.O.S.S. Retirement Advisors, LLC | 0.13% | Add +22.8% | 3,762 | $401K |
| GAMCO Investors | 0.00% | No change | 3,750 | $400K |
| Laurel Oak Wealth Management, LLC | 0.07% | — | 3,747 | $400K |
| Keener Financial Planning LLC | 0.17% | No change | 3,744 | $399K |
| Carroll Advisory Group, LLC | 0.17% | — | 3,724 | $397K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +37.9% | 3,714 | $396K |
| World Equity Group, Inc. | 0.11% | Reduce -74.8% | 3,704 | $395K |
| Amara Financial, Llc. | 0.27% | Add +0.0% | 3,698 | $395K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 3,659 | $390K |
| GK Wealth Management LLC | 0.28% | Add +18.3% | 3,636 | $388K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -9.2% | 3,619 | $386K |
| Dravo Bay LLC | 0.16% | New | 3,615 | $386K |
| EJMK Ventures LLC | 0.24% | — | 3,582 | $382K |
| Talisman Wealth Advisors LLC | 0.29% | New | 4,672 | $378K |
| Cadia Private Client LLC | 0.30% | — | 3,534 | $377K |
| Ironwood Financial, llc | 0.06% | Reduce -0.6% | 3,477 | $377K |
| Maridea Wealth Management LLC | 0.06% | Add +27.1% | 3,523 | $376K |
| Condor Capital Management | 0.03% | Reduce -3.1% | 3,513 | $375K |
| SMART Wealth LLC | 0.11% | Add +18.3% | 3,509 | $374K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +11.4% | 3,481 | $371K |
| Mayfair Advisory Group, LLC | 0.14% | Add +0.3% | 3,479 | $371K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -6.5% | 3,480 | $371K |
| DUTCH ASSET Corp | 0.29% | — | 3,475 | $371K |
| HRT Financial LP | 0.00% | Reduce -80.6% | 3,477 | $370K |
| Topsail Wealth Management, LLC | 0.05% | No change | 3,464 | $370K |
| Cornerstone Financial Group, LLC | 0.26% | Add +4.4% | 3,458 | $369K |
| Synergy Asset Management, LLC | 0.04% | Reduce -6.3% | 3,457 | $369K |
| Fisher Asset Management | 0.00% | Reduce -50.5% | 3,436 | $367K |
| Northbridge Financial Group, LLC | 0.16% | — | 3,433 | $366K |
| Madden Advisory Services, Inc. | 0.15% | No change | 3,433 | $366K |
| Benson Wealth Management INC | 0.41% | — | 3,432 | $366K |
| Total Clarity Wealth Management, Inc. | 0.09% | Add +35.5% | 3,418 | $365K |
| Fulcrum Equity Management | 0.34% | Reduce -1.1% | 3,375 | $360K |
| Sherman Asset Management, Inc. | 0.30% | Add +6.8% | 3,374 | $360K |
| AIFG Consultants Ltd. | 0.62% | Reduce -8.6% | 3,371 | $360K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -8.7% | 3,363 | $359K |
| Sepio Capital, LP | 0.02% | No change | 3,350 | $357K |
| Snider Financial Group | 0.10% | Add +6.8% | 3,349 | $357K |
| Apeiron RIA LLC | 0.07% | Reduce -18.7% | 3,307 | $356K |
| Crown Wealth Group, LLC | 0.10% | Add +7.0% | 3,331 | $355K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -9.6% | 3,329 | $355K |
| MGB Wealth Management, LLC | 0.10% | Add +23.4% | 3,318 | $354K |
| Leo Wealth, LLC | 0.03% | New | 3,305 | $353K |
| Maripau Wealth Management LLC | 0.16% | Add +24.9% | 3,262 | $350K |
| Black Diamond Financial, LLC | 0.04% | No change | 3,272 | $349K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,229 | $345K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -52.2% | 3,224 | $344K |
| Ballast, Inc. | 0.08% | Reduce -13.5% | 3,221 | $344K |
| Drucker Wealth 3.0, LLC | 0.06% | No change | 3,218 | $343K |
| J. Derek Lewis & Associates Inc. | 0.08% | — | 3,216 | $343K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -16.4% | 3,207 | $342K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 3,204 | $342K |
| Tevis Investment Management | 0.21% | No change | 3,262 | $341K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -23.2% | 3,178 | $339K |
| Associated Banc-Corp | 0.01% | New | 3,173 | $339K |
| Olistico Wealth, LLC | 0.16% | No change | 3,145 | $336K |
| Financial Consulate, Inc. | 0.05% | Add +0.0% | 3,145 | $336K |
| Legacy Wealth Partners, LLC | 0.09% | — | 3,142 | $335K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.7% | 3,128 | $334K |
| Fiduciary Group, LLC | 0.03% | Add +3.4% | 3,109 | $332K |
| Mustard Seed Financial, LLC | 0.21% | Add +2.0% | 3,108 | $332K |
| DV Trading LLC | 0.03% | — | 3,100 | $331K |
| Investment Advisory Services Group LLC | 0.29% | — | 3,083 | $329K |
| Solano Wealth Investment Advisors LLC | 0.16% | No change | 3,080 | $329K |
| Grantvest Financial Group LLC | 0.21% | Add +2.9% | 3,078 | $328K |
| Financial Security Advisor, Inc. | 0.06% | New | 3,065 | $327K |
| Gilpin Wealth Management, LLC | 0.26% | — | 3,053 | $326K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 3,048 | $325K |
| Warner Financial, Inc. | 0.11% | Add +0.1% | 3,044 | $325K |
| Post Resch Tallon Group Inc. | 0.27% | Add +7.3% | 3,045 | $325K |
| Simon Quick Advisors, LLC | 0.01% | No change | 3,044 | $325K |
| Zinnia Wealth Advisory, LLC | 0.35% | — | 3,043 | $325K |
| Choate Investment Advisors | 0.01% | No change | 3,033 | $324K |
| Valued Retirements, Inc. | 0.31% | No change | 3,004 | $321K |
| Bogart Wealth, LLC | 0.01% | Add +1.8% | 3,000 | $320K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 2,998 | $320K |
| DAVENPORT & Co LLC | 0.00% | Add +1.5% | 2,987 | $319K |
| Reyes Financial Architecture, Inc. | 0.19% | Reduce -2.1% | 2,983 | $318K |
| Investment Partners, LTD. | 0.11% | No change | 2,980 | $318K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -6.0% | 2,983 | $316K |
| Laraway Financial Advisors Inc | 0.21% | Add +1.6% | 2,960 | $316K |
| Peak Asset Management, LLC | 0.05% | No change | 2,940 | $314K |
| Novem Group | 0.04% | Add +2.0% | 2,930 | $313K |
| Maltin Wealth Management, Inc. | 0.12% | Add +0.1% | 2,910 | $311K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.4% | 2,902 | $310K |
| Insight Wealth Strategies, LLC | 0.04% | Reduce -19.6% | 2,893 | $309K |
| Manske Wealth Management | 0.09% | New | 2,875 | $307K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -6.3% | 2,840 | $303K |
| Ascentis Independent Advisors | 0.05% | New | 2,837 | $303K |
| Choreo, LLC | 0.00% | Add +26.9% | 2,807 | $302K |
| Plimoth Trust Co. LLC | 0.07% | Add +7.6% | 2,826 | $302K |
| Old Second National Bank of Aurora | 0.06% | Add +4.6% | 2,824 | $301K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,824 | $301K |
| Providence Financial Advisors, LLC | 0.30% | No change | 2,817 | $301K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $300K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,807 | $300K |
| O'ROURKE & COMPANY, Inc | 0.12% | Add +1.5% | 2,787 | $297K |
| Retirement Solution LLC | 0.07% | Add +0.1% | 2,784 | $297K |
| Lane Brothers & Co. Inc. | 0.21% | — | 2,779 | $297K |
| Gill Capital Partners, LLC | 0.09% | Reduce -2.6% | 2,777 | $296K |
| Ballast Advisors LLC | 0.08% | Reduce -6.5% | 2,775 | $296K |
| Sage Rhino Capital LLC | 0.06% | No change | 2,771 | $296K |
| OneAscent Financial Services LLC | 0.03% | Reduce -84.0% | 2,769 | $296K |
| StoneX Group Inc. | 0.01% | Add +13.9% | 2,759 | $294K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $294K |
| Infinity Wealth Counsel, LLC | 0.27% | No change | 2,750 | $293K |
| Falcon Wealth Planning | 0.02% | Add +6.8% | 2,748 | $293K |
| Up Capital Management, Inc. | 0.26% | — | 2,740 | $292K |
| ZEGA Investments, LLC | 0.06% | Add +4.3% | 2,739 | $292K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 2,732 | $292K |
| TD Private Client Wealth LLC | 0.01% | Add +5.2% | 2,727 | $291K |
| Financial & Tax Architects, LLC | 0.07% | Add +3.3% | 2,726 | $291K |
| RS Crum Inc. | 0.06% | Add +0.0% | 2,723 | $291K |
| Blue Zone Wealth Advisors, LLC | 0.06% | New | 2,703 | $288K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 2,694 | $287K |
| Clark Asset Management, LLC | 0.03% | Add +1.2% | 2,685 | $286K |
| Regions Financial Corp. | 0.00% | Add +16.4% | 2,669 | $285K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -1.3% | 2,658 | $284K |
| LRI Investments, LLC | 0.02% | No change | 2,647 | $282K |
| Facet Wealth, Inc. | 0.01% | Add +1.7% | 2,591 | $282K |
| Ascentis Wealth Management, LLC | 0.07% | Reduce -1.6% | 2,634 | $281K |
| Sowell Financial Services LLC | 0.01% | Reduce -25.0% | 2,632 | $281K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +10.6% | 2,624 | $280K |
| von Borstel & Associates, Inc. | 0.07% | Add +0.0% | 2,629 | $280K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,624 | $280K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $278K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,604 | $278K |
| Trinity Wealth Management, LLC | 0.10% | New | 2,595 | $277K |
| Goodman Advisory Group, LLC | 0.07% | Reduce -98.7% | 2,571 | $274K |
| First Citizens Financial Corp | 0.14% | No change | 2,571 | $274K |
| GPS Wealth Strategies Group, LLC | 0.23% | Reduce -95.3% | 2,566 | $274K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -27.9% | 2,564 | $274K |
| Colonial Trust Co / SC | 0.04% | Add +65.3% | 2,559 | $273K |
| GAMMA Investing LLC | 0.01% | No change | 2,557 | $273K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,541 | $271K |
| Brown Brothers Harriman & Co. | 0.00% | Add +356.6% | 2,539 | $271K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -47.5% | 2,526 | $270K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +2.2% | 2,523 | $269K |
| PCM Encore, LLC | 0.06% | — | 2,517 | $269K |
| Rothschild Investment LLC | 0.01% | Add +24.4% | 2,516 | $268K |
| Mainsail Asset Management, LLC | 0.12% | No change | 2,516 | $268K |
| Joule Financial, LLC | 0.08% | Reduce -3.1% | 2,511 | $268K |
| Smith, Moore & Co. | 0.02% | Reduce -3.8% | 2,509 | $268K |
| Summit Wealth Group LLC / Co. | 0.04% | Reduce -92.7% | 2,502 | $267K |
| marrick wealth, LLC | 0.22% | — | 2,492 | $266K |
| Goepper Burkhardt LLC | 0.09% | New | 2,490 | $266K |
| Balentine LLC | 0.01% | Reduce -49.2% | 2,482 | $265K |
| Traynor Capital Management, Inc. | 0.01% | New | 2,469 | $263K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -0.1% | 2,444 | $261K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 2,436 | $260K |
| Signature Wealth Management Partners, LLC | 0.13% | No change | 2,428 | $259K |
| Blue Trust, Inc. | 0.00% | Reduce -3.3% | 2,423 | $259K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -10.7% | 2,410 | $257K |
| Second Line Capital, LLC | 0.05% | Add +7.3% | 2,409 | $257K |
| Bernardo Wealth Planning LLC | 0.05% | Add +6.8% | 2,398 | $256K |
| Argent Trust Co | 0.01% | No change | 2,396 | $256K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -4.2% | 2,380 | $253K |
| Purkiss Capital Advisors LLC | 0.12% | Add +6.8% | 2,354 | $251K |
| Elevation Wealth Management LLC | 0.24% | — | 2,352 | $251K |
| PUREfi Wealth, LLC | 0.19% | No change | 2,346 | $250K |
| truNorth Financial Services, Inc. | 0.27% | — | 2,337 | $249K |
| Calamos Advisors LLC | 0.00% | No change | 2,326 | $248K |
| Cibc World Market Inc. | 0.00% | Add +15.1% | 2,304 | $246K |
| Grandview Asset Management LLC | 0.07% | Add +0.3% | 2,293 | $245K |
| Balboa Wealth Partners | 0.04% | New | 2,260 | $241K |
| Detalus Advisors, LLC | 0.06% | New | 2,256 | $241K |
| Sound Income Strategies, LLC | 0.01% | Add +34.7% | 2,234 | $240K |
| Guardian Capital, LLC | 0.21% | — | 2,233 | $238K |
| MOR Wealth Management, LLC | 0.11% | — | 2,210 | $236K |
| SageGuard Financial Group, LLC | 0.04% | — | 2,209 | $236K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,209 | $236K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.1% | 2,204 | $235K |
| Trust Co. of Vermont | 0.01% | Add +173.6% | 2,200 | $235K |
| Xcel Wealth Management, LLC | 0.06% | Reduce -9.2% | 2,193 | $234K |
| MFA Wealth Services | 0.16% | Add +0.1% | 2,189 | $234K |
| Gemmer Asset Management LLC | 0.02% | Add +0.1% | 2,181 | $233K |
| waypoint wealth counsel | 0.09% | No change | 2,177 | $232K |
| Scarborough Advisors, LLC | 0.04% | Add +11.8% | 2,177 | $232K |
| Bright Futures Wealth Management, LLC. | 0.17% | New | 2,169 | $231K |
| Bauman Advisory Group, LLC | 0.19% | — | 2,168 | $231K |
| Sequent Planning LLC | 0.06% | New | 2,152 | $230K |
| Arq Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 2,152 | $230K |
| JMG Financial Group, Ltd. | 0.01% | Add +6.5% | 2,136 | $228K |
| Independent Solutions Wealth Management, LLC | 0.04% | No change | 2,113 | $225K |
| Bensler, LLC | 0.02% | Add +0.1% | 2,107 | $225K |
| Moseley Investment Management Inc. | 0.07% | Reduce -1.1% | 2,094 | $223K |
| Central Valley Advisors, LLC | 0.07% | Add +4.2% | 2,091 | $223K |
| North Star Asset Management Inc. | 0.01% | Add +2.8% | 2,087 | $223K |
| Red Door Wealth Management, LLC | 0.02% | Add +6.3% | 2,071 | $221K |
| Canton Hathaway, LLC | 0.04% | Add +113.6% | 2,068 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.5% | 2,060 | $220K |
| Castleview Partners, LLC | 0.11% | New | 2,059 | $220K |
| Abound Wealth Management | 0.05% | Add +2184.4% | 2,056 | $219K |
| MLP3, LLC | 0.24% | — | 2,052 | $219K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,044 | $218K |
| National Bank of Canada | 0.00% | Add +60.2% | 2,041 | $218K |
| Stratos Investment Management, LLC | 0.01% | Reduce -33.2% | 2,034 | $217K |
| Spinnaker Trust | 0.01% | New | 2,034 | $217K |
| Evoke Wealth, LLC | 0.00% | Reduce -30.9% | 2,033 | $217K |
| Naviter Wealth, LLC | 0.03% | New | 2,031 | $217K |
| Allstreet Capital Advisors LLC | 0.16% | — | 2,027 | $216K |
| Lee Johnson Capital Management, LLC | 0.07% | No change | 1,997 | $213K |
| Trexquant Investment LP | 0.00% | New | 1,997 | $213K |
| Bullock Wealth Management Group | 0.10% | — | 1,981 | $211K |
| Parisi Gray Wealth Management | 0.05% | No change | 1,976 | $211K |
| Bessemer Group Inc. | 0.00% | Reduce -2.6% | 1,969 | $210K |
| Sapient Capital LLC | 0.00% | No change | 1,943 | $209K |
| KCM Investment Advisors LLC | 0.01% | No change | 1,957 | $209K |
| Bailard, Inc. | 0.00% | No change | 1,952 | $208K |
| Eastern Bank | 0.00% | No change | 1,950 | $208K |
| 1900 Wealth Management LLC | 0.01% | No change | 1,948 | $208K |
| Worth Asset Management, LLC | 0.09% | No change | 1,930 | $206K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -10.5% | 1,925 | $205K |
| LCW Services, LLC | 0.11% | — | 1,913 | $204K |
| KLCM Advisors, Inc. | 0.02% | New | 1,905 | $203K |
| Planning Alternatives Ltd. | 0.03% | New | 1,890 | $202K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 1,880 | $201K |
| Insight Inv LLC | 0.11% | No change | 1,815 | $194K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $190K |
| Westside Investment Management, Inc. | 0.03% | Reduce -20.0% | 1,775 | $189K |
| International Assets Investment Management, LLC | 0.01% | New | 1,761 | $188K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $182K |
| Avion Wealth | 0.04% | Reduce -3.3% | 1,632 | $174K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,600 | $171K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.1% | 1,593 | $170K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,574 | $168K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $167K |
| Obsidian Cio, LLC | 0.24% | Reduce -95.1% | 1,542 | $165K |
| Planning Project LLC | 0.04% | — | 1,520 | $162K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $162K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.1% | 1,514 | $162K |
| Kingdom Financial Group LLC. | 0.05% | New | 1,490 | $159K |
| Independence Bank of Kentucky | 0.02% | No change | 1,475 | $157K |
| Signature Equity Partners, LLC | 0.09% | — | 1,460 | $156K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,372 | $146K |
| Clearstead Advisors, LLC | 0.00% | Add +1.1% | 1,332 | $142K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Reduce -0.1% | 1,330 | $142K |
| Crewe Advisors LLC | 0.01% | Add +38.5% | 1,327 | $142K |
| Miller Capital Partners, Inc. | 0.07% | — | 1,301 | $139K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 1,299 | $139K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,273 | $136K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,245 | $133K |
| CENTRAL TRUST Co | 0.00% | No change | 1,227 | $131K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +148.1% | 1,218 | $130K |
| Howe & Rusling Inc. | 0.01% | Reduce -3.0% | 1,209 | $129K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $126K |
| Copia Wealth Management | 0.09% | No change | 1,163 | $124K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,162 | $124K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,150 | $123K |
| City State Bank | 0.03% | New | 1,098 | $117K |
| ORG Partners LLC | 0.02% | Add +3.4% | 1,052 | $112K |
| NFSG Corp | 0.02% | Add +49.1% | 1,051 | $112K |
| Whittier Trust Co. | 0.00% | Add +10.2% | 1,040 | $112K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 1,043 | $111K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +2.9% | 1,029 | $110K |
| Providence Capital Advisors, LLC | 0.02% | No change | 1,010 | $108K |
| Manchester Capital Management LLC | 0.01% | Add +45.0% | 970 | $103K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 945 | $101K |
| Evolution Wealth Management Inc. | 0.08% | New | 933 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 918 | $98K |
| IFC & Insurance Marketing, Inc. | 0.10% | — | 911 | $97K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -4.5% | 908 | $97K |
| Networth Advisors, LLC | 0.07% | — | 886 | $95K |
| Coston, McIsaac & Partners | 0.02% | No change | 885 | $94K |
| Wellington Grp LLC | 0.03% | — | 876 | $93K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 876 | $93K |
| North Star Investment Management Corp. | 0.01% | Reduce -16.7% | 863 | $92K |
| Park Square Financial Group, LLC | 0.54% | Add +137.7% | 1,034 | $91K |
| Costello Asset Management, INC | 0.03% | Add +1.8% | 850 | $91K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.5% | 768 | $82K |
| Fairman Group, LLC | 0.06% | Reduce -20.1% | 755 | $81K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -41.5% | 736 | $80K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $80K |
| Richardson Financial Services Inc. | 0.03% | Add +5.2% | 730 | $78K |
| Midwest Capital Advisors, LLC | 0.04% | No change | 716 | $76K |
| Ancora Advisors LLC | 0.00% | No change | 709 | $76K |
| Gen-Wealth Partners Inc | 0.02% | No change | 700 | $75K |
| Garton & Associates Financial Advisors LLC | 0.04% | — | 697 | $74K |
| Grand Wealth Management, LLC | 0.03% | No change | 686 | $73K |
| Estate Planners Group, LLC | 0.03% | — | 686 | $73K |
| Ameriflex Group, Inc. | 0.04% | Add +518.2% | 680 | $73K |
| Luminist Capital LLC | 0.09% | No change | 663 | $71K |
| Steph & Co. | 0.02% | No change | 663 | $71K |
| Hughes Financial Services, LLC | 0.01% | No change | 651 | $69K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -13.6% | 648 | $69K |
| RMG Wealth Management LLC | 0.01% | New | 675 | $67K |
| Caitlin John, LLC | 0.04% | Add +0.2% | 615 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $64K |
| Premier Financial Group | 0.02% | New | 580 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -33.1% | 579 | $62K |
| City Holding Co. | 0.01% | Reduce -1.7% | 570 | $61K |
| Meramec Financial Planners, LLC | 0.02% | — | 555 | $58K |
| Bayban | 0.05% | — | 536 | $57K |
| Strive Financial Group ,LLC | 0.03% | — | 527 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 518 | $55K |
| VSM Wealth Advisory, LLC | 0.02% | Reduce -33.9% | 510 | $54K |
| MCF Advisors LLC | 0.00% | Reduce -59.1% | 488 | $52K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -58.7% | 452 | $48K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $48K |
| Security National Bank | 0.01% | No change | 443 | $47K |
| Triumph Capital Management | 0.01% | New | 421 | $45K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +56.8% | 395 | $42K |
| Barrett & Company, Inc. | 0.01% | No change | 395 | $42K |
| Tompkins Financial Corp. | 0.00% | No change | 380 | $41K |
| Integrity Financial Corp | 0.02% | Add +0.5% | 378 | $40K |
| Albion Financial Group | 0.00% | Reduce -60.0% | 377 | $40K |
| Key Capital Management, INC | 0.04% | — | 372 | $40K |
| Rakuten Securities, Inc. | 0.01% | Add +2535.7% | 369 | $39K |
| O'Domhnaill Enterprises, Inc. | 0.04% | — | 350 | $37K |
| SJS Investment Consulting Inc. | 0.00% | No change | 339 | $36K |
| Trust Co | 0.00% | New | 320 | $34K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +4.3% | 313 | $33K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 312 | $33K |
| Wolff Wiese Magana LLC | 0.02% | Add +0.3% | 307 | $33K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 302 | $32K |
| Modus Advisors, LLC | 0.01% | New | 301 | $32K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 300 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $32K |
| Pittenger & Anderson Inc. | 0.00% | New | 292 | $31K |
| Greenline Wealth Management LLC | 0.03% | — | 290 | $31K |
| CGC Financial Services, LLC | 0.01% | No change | 286 | $31K |
| Spirit of America Management Corp. | 0.01% | Reduce -66.5% | 278 | $30K |
| New Millennium Group LLC | 0.01% | New | 274 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 270 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +583.8% | 253 | $27K |
| United Financial Planning Group LLC | 0.02% | No change | 242 | $26K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $25K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $25K |
| TFC Financial Management, Inc. | 0.00% | No change | 230 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $24K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $24K |
| Heritage Wealth Advisors | 0.00% | No change | 223 | $24K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | New | 211 | $23K |
| Optima Capital LLC | 0.01% | New | 210 | $22K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 200 | $21K |
| Elevated Capital Advisors, LLC | 0.00% | New | 191 | $20K |
| HM Payson & Co. | 0.00% | No change | 188 | $20K |
| Portfolio Resources Advisor Group, Inc. | 0.02% | — | 176 | $19K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 174 | $19K |
| Wilkerson Advisory Group LLC | 0.01% | — | 174 | $19K |
| Bfsg, LLC | 0.00% | New | 170 | $18K |
| Hager Investment Management Services, LLC | 0.01% | No change | 165 | $18K |
| Horizons Wealth Management | 0.01% | No change | 158 | $17K |
| Fortitude Family Office, LLC | 0.00% | New | 146 | $16K |
| Stone House Investment Management, LLC | 0.00% | New | 144 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 138 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -54.8% | 136 | $15K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -36.3% | 135 | $14K |
| Imprint Wealth LLC | 0.07% | Reduce -36.7% | 131 | $14K |
| Princeton Global Asset Management LLC | 0.00% | New | 125 | $13K |
| Quattro Advisors LLC | 0.01% | — | 125 | $13K |
| Affinity Wealth LLC | 0.01% | Add +656.3% | 121 | $13K |
| Pacific Center for Financial Services | 0.00% | No change | 121 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Add +17.0% | 117 | $12K |
| Morse Asset Management, Inc | 0.00% | No change | 116 | $12K |
| Strategic Advocates LLC | 0.00% | Add +184.6% | 111 | $12K |
| NBT Bank, N.A. | 0.00% | Add +1.9% | 107 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 91 | $10K |
| Winnacle Wealth LLC | 0.01% | No change | 90 | $10K |
| 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 |
| BNP Paribas Financial Markets | 0.00% | New | 81 | $9K |
| Highline Wealth Partners LLC | 0.00% | No change | 76 | $8K |
| REAP Financial Group, LLC | 0.00% | Add +2400.0% | 75 | $8K |
| Smithfield Trust Co | 0.00% | New | 75 | $8K |
| Noble Wealth Management PBC | 0.00% | No change | 72 | $8K |
| Addison Advisors LLC | 0.00% | No change | 71 | $8K |
| Vision Retirement, LLC | 0.00% | — | 63 | $7K |
| Lodestone Wealth Management LLC | 0.00% | New | 63 | $7K |
| Archer Investment Corp | 0.00% | Reduce -18.7% | 61 | $7K |
| Rossby Financial, LCC | 0.00% | Add +5.3% | 60 | $6K |
| TD Capital Management LLC | 0.00% | No change | 60 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 56 | $6K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $6K |
| Rice Partnership, LLC | 0.00% | New | 55 | $6K |
| CDKV Holdings LLC | 0.00% | — | 54 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -79.0% | 53 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $5K |
| Ransom Advisory, Ltd | 0.00% | New | 50 | $5K |
| Bullseye Investment Management, LLC | 0.00% | New | 48 | $5K |
| EPG Wealth Management LLC | 0.00% | Add +140.0% | 48 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 48 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 48 | $5K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 47 | $5K |
| Alerus Financial NA | 0.00% | Add +1050.0% | 46 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 43 | $5K |
| First Community Trust NA | 0.00% | New | 43 | $5K |
| Richardson Capital Management LLC | 0.00% | Reduce -75.3% | 43 | $5K |
| Dorato Capital Management | 0.00% | — | 41 | $4K |
| Sawyer & Company, Inc | 0.00% | No change | 38 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 37 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 31 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 31 | $3K |
| Hamrick Investment Counsel, llc | 0.00% | — | 30 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 28 | $3K |
| Atomic Invest LLC | 0.00% | — | 26 | $3K |
| Pacifica Partners Inc. | 0.00% | Reduce -94.0% | 24 | $3K |
| Deutsche Bank AG | 0.00% | Reduce -92.0% | 20 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 16 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| High Point Wealth Management, LLC | 0.00% | — | 14 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 12 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | New | 11 | $1K |
| Birchbrook, Inc. | 0.00% | New | 10 | $1K |
| West Branch Capital LLC | 0.00% | No change | 10 | $1K |
| Byrne Asset Management LLC | 0.00% | Add +80.0% | 9 | $960 |
| Operose Advisors LLC | 0.00% | New | 9 | $960 |
| Godsey & Gibb, Inc. | 0.00% | New | 5 | $534 |
| Truvestments Capital LLC | 0.00% | No change | 4 | $427 |
"% 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.