SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q1 2026 (March 31)1,328holders −22
70new positions
98sold out
5famous investors
$97.12avg. 13F price*
At the end of Q1 2026, 1,328 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, down 22 from Q4 2025. 70 opened new positions and 98 sold out. The largest holders were LPL Financial LLC ($3.9B), Financial Engines Advisors L.L.C. ($1.7B) and Goldman Sachs Group Inc. ($1.5B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $247.1M |
| Exits | 98 | $136.8M |
All 13F filers, Q4 2025 → Q1 2026: 19,357,604 shares bought and 24,664,099 shares sold, net −5,306,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,328 holders
| LPL Financial LLC | 1.04% | Reduce -1.0% | 39,830,479 | $3.9B |
| Financial Engines Advisors L.L.C. | 3.46% | Add +0.7% | 17,402,089 | $1.7B |
| Goldman Sachs Group Inc. | 0.19% | Add +4.4% | 15,021,380 | $1.5B |
| Allworth Financial LP | 4.94% | Add +0.2% | 12,409,631 | $1.2B |
| Ameriprise Financial Inc. | 0.23% | Reduce -0.5% | 10,254,465 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -41.2% | 9,543,739 | $934.4M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -23.2% | 8,585,657 | $840.6M |
| Horizon Investments, LLC | 7.01% | Add +18.6% | 6,388,843 | $625.5M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.5% | 5,679,266 | $534.2M |
| Valmark Advisers, Inc. | 5.69% | Add +4.8% | 4,884,338 | $478.2M |
| Vantagepoint Investment Advisers LLC | 3.53% | Reduce -4.0% | 4,260,368 | $417.1M |
| Raymond James Financial Inc. | 0.13% | Add +3.1% | 4,157,103 | $407.0M |
| Dynasty Wealth Management, LLC | 3.26% | Reduce -0.5% | 3,816,675 | $373.7M |
| UBS Group AG | 0.06% | Add +3.6% | 3,727,164 | $364.9M |
| Quotient Wealth Partners, LLC | 9.49% | Reduce -0.2% | 3,681,880 | $360.5M |
| Kestra Investment Management, LLC | 6.04% | Add +36.8% | 3,579,192 | $350.4M |
| Orgel Wealth Management, LLC | 7.23% | Reduce -7.1% | 3,429,117 | $335.7M |
| Wells Fargo & Company | 0.06% | Add +8.2% | 3,184,410 | $311.8M |
| Bank of America Corp. | 0.02% | Reduce -22.1% | 3,130,556 | $306.5M |
| Cetera Investment Advisers | 0.32% | Reduce -0.7% | 3,077,881 | $301.4M |
| AE Wealth Management LLC | 1.62% | Add +4.3% | 3,069,038 | $300.5M |
| Advisory Alpha, LLC | 7.89% | Reduce -15.7% | 2,950,100 | $288.8M |
| Willis Johnson & Associates, Inc. | 15.91% | Add +3.7% | 2,786,481 | $272.8M |
| Royal Bank of Canada | 0.05% | Add +11.9% | 2,786,235 | $272.8M |
| Cwm, LLC | 0.72% | Reduce -2.2% | 2,780,818 | $272.3M |
| Truist Financial Corp. | 0.34% | Reduce -3.3% | 2,575,653 | $252.2M |
| HB Wealth Management, LLC | 1.63% | Reduce -42.1% | 2,767,124 | $251.3M |
| HighTower Advisors, LLC | 0.25% | Add +2.0% | 2,427,309 | $237.7M |
| Osaic Holdings, Inc. | 0.33% | Reduce -4.2% | 2,321,283 | $227.3M |
| NorthRock Partners, LLC | 3.47% | Add +4.7% | 2,194,615 | $214.9M |
| Private Advisor Group, LLC | 1.01% | Add +0.6% | 2,190,526 | $214.5M |
| Connecticut Wealth Management, LLC | 8.67% | Add +8.8% | 2,112,143 | $206.8M |
| Equitable Holdings, Inc. | 1.27% | Reduce -4.9% | 4,667,597 | $197.8M |
| SCS Capital Management LLC | 2.01% | Add +5.1% | 1,940,333 | $190.0M |
| Diversify Wealth Management, LLC | 3.32% | Add +40.4% | 1,666,662 | $185.9M |
| FMR LLC | 0.01% | Add +0.6% | 1,848,648 | $181.0M |
| Independent Advisor Alliance | 1.94% | Add +6743.1% | 1,841,696 | $180.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.68% | — | 1,803,957 | $176.6M |
| Stifel Financial Corp. | 0.16% | Add +3.3% | 1,786,967 | $175.0M |
| Gerber Kawasaki Wealth & Investment Management | 5.37% | Add +1161.0% | 1,721,557 | $168.7M |
| Kingsview Wealth Management, LLC | 2.15% | Add +6.7% | 1,607,843 | $157.4M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -7.0% | 1,512,309 | $148.1M |
| Focused Wealth Management, Inc | 15.37% | Add +2.9% | 1,502,441 | $147.1M |
| Savant Capital, LLC | 0.71% | Reduce -1.8% | 1,494,852 | $146.4M |
| Old National Bancorp | 2.39% | Add +15.9% | 1,454,358 | $142.4M |
| CoreCap Advisors, LLC | 4.80% | Reduce -1.9% | 1,439,167 | $140.9M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.9% | 1,389,460 | $136.0M |
| Octavia Wealth Advisors, LLC | 13.00% | Add +25.8% | 1,388,717 | $136.0M |
| Benjamin Edwards Inc. | 1.34% | Add +2.5% | 1,375,898 | $134.7M |
| Mariner, LLC | 0.16% | Reduce -9.1% | 1,365,582 | $133.7M |
| Syntegra Private Wealth Group, LLC | 12.32% | Reduce -10.1% | 1,324,964 | $129.7M |
| Flagship Harbor Advisors, LLC | 5.58% | New | 1,295,429 | $126.8M |
| AlphaStar Capital Management, LLC | 8.75% | Reduce -10.7% | 1,211,737 | $118.6M |
| Prudential Financial Inc. | 0.15% | Reduce -0.1% | 1,203,226 | $117.8M |
| First National Trust Co | 3.94% | Add +0.6% | 1,178,887 | $115.4M |
| MML Investors Services, LLC | 0.30% | Add +1.4% | 1,120,507 | $109.7M |
| Founders Financial Securities LLC | 6.16% | Add +8.3% | 1,050,219 | $109.2M |
| Integrated Wealth Concepts LLC | 0.84% | Add +35.7% | 1,073,283 | $105.1M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +49.6% | 1,071,443 | $104.9M |
| Exchange Traded Concepts, LLC | 0.79% | Add +5.5% | 1,048,519 | $102.7M |
| Waverly Advisors, LLC | 0.73% | Add +6.5% | 989,915 | $96.9M |
| KWB Wealth | 9.57% | Reduce -7.7% | 906,876 | $96.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.40% | Reduce -0.9% | 974,697 | $95.4M |
| Mainstay Capital Management LLC | 6.90% | Add +5.1% | 913,898 | $89.5M |
| CIBC Bancorp USA Inc. | 0.12% | — | 915,124 | $89.5M |
| Jones Financial Companies LLLP | 0.04% | Add +57.4% | 930,138 | $88.2M |
| Cannon Financial Strategists, Inc. | 11.37% | Add +7.8% | 883,504 | $86.5M |
| Black Swift Group, LLC | 14.89% | Add +6.7% | 868,064 | $85.0M |
| Kestra Advisory Services, LLC | 0.32% | Add +15.6% | 861,028 | $84.3M |
| Corient Private Wealth LP | 0.12% | Reduce -2.6% | 856,830 | $83.1M |
| Nicolet Bankshares Inc. | 2.93% | Add +260.1% | 804,593 | $79.5M |
| Ackerman Capital Advisors, LLC | 15.31% | Reduce -0.1% | 762,853 | $74.7M |
| Creative Planning | 0.05% | Add +0.4% | 727,702 | $71.2M |
| First Command Advisory Services, Inc. | 0.47% | Reduce -1.1% | 714,242 | $69.9M |
| HighPoint Advisor Group LLC | 2.74% | Add +3.9% | 667,644 | $65.4M |
| Summit Financial, LLC | 0.82% | Add +133.4% | 657,994 | $64.4M |
| Klingman & Associates, LLC | 3.10% | Reduce -1.7% | 654,814 | $64.1M |
| Compton Financial Group, LLC | 14.15% | Reduce -23.3% | 654,320 | $64.1M |
| IHT Wealth Management, LLC | 1.48% | Add +11.8% | 652,119 | $63.8M |
| Reston Wealth Management LLC | 19.28% | Reduce -3.8% | 642,954 | $63.0M |
| SilverOak Wealth Management LLC | 9.87% | Add +2.8% | 637,452 | $62.4M |
| Canandaigua National Corp. | 5.20% | — | 593,091 | $58.1M |
| Composition Wealth, LLC | 0.77% | Reduce -15.0% | 573,057 | $56.1M |
| Dakota Wealth Management | 1.20% | Add +70.1% | 566,820 | $55.5M |
| Courier Capital LLC | 2.99% | Add +5.9% | 546,445 | $53.5M |
| Oarsman Capital, Inc. | 6.60% | Add +0.8% | 543,010 | $53.2M |
| Merit Financial Group, LLC | 0.39% | Reduce -1.4% | 529,851 | $51.9M |
| Confluence Investment Management LLC | 0.80% | Add +3.0% | 528,353 | $51.7M |
| RFG Advisory, LLC | 0.95% | Reduce -11.8% | 525,501 | $51.5M |
| Bank of New York Mellon Corp | 0.01% | Add +101.9% | 507,584 | $49.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 22.42% | Add +0.4% | 504,886 | $49.4M |
| Convergence Financial, LLC | 5.23% | Reduce -8.0% | 499,430 | $49.4M |
| Perennial Investment Advisors, LLC | 3.91% | Add +0.1% | 500,556 | $49.0M |
| CGN Advisors LLC | 3.77% | Reduce -0.4% | 487,125 | $47.7M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.4% | 480,187 | $47.0M |
| Navigation Group, LLC | 10.99% | — | 479,805 | $47.0M |
| Rodgers & Associates, LTD | 4.69% | Add +0.6% | 470,788 | $46.1M |
| Truefg, LLC | 11.80% | Add +2.6% | 454,660 | $44.5M |
| Citizens Financial Group Inc. | 0.61% | Add +6.5% | 450,661 | $44.1M |
| 71 West Capital Partners | 1.94% | Add +5.1% | 450,201 | $44.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.90% | Add +3.1% | 448,627 | $43.9M |
| HSBC Holdings PLC | 0.03% | Add +18.3% | 448,042 | $43.9M |
| Kestra Private Wealth Services, LLC | 0.54% | Add +11.7% | 447,709 | $43.8M |
| Ameritas Advisory Services, LLC | 1.63% | Reduce -3.3% | 428,327 | $41.9M |
| Nottingham Advisors, Inc. | 5.38% | Add +7.5% | 426,674 | $41.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +1.3% | 422,615 | $41.4M |
| NewEdge Advisors, LLC | 0.15% | Add +28.7% | 419,957 | $41.1M |
| Garrett Wealth Advisory Group, LLC | 7.11% | Add +2.1% | 408,215 | $40.0M |
| Shepherd Financial Partners LLC | 3.76% | Add +6.1% | 405,208 | $39.7M |
| Great Valley Advisor Group, Inc. | 0.71% | Add +19.4% | 398,159 | $39.0M |
| Redwood Investment Management, LLC | 4.79% | Add +17.3% | 393,761 | $38.6M |
| Gibbs Wealth Management | 5.08% | Add +133.9% | 393,753 | $38.6M |
| Western Wealth Management, LLC | 1.46% | Add +4.0% | 392,110 | $38.4M |
| TLWM | 6.85% | Add +72.9% | 388,554 | $38.0M |
| Waller Financial Planning Group, Inc. | 8.31% | Add +8.9% | 384,599 | $37.7M |
| Two Sigma Investments, LP | 0.03% | New | 383,400 | $37.5M |
| Keystone Financial Group | 2.57% | Add +9.4% | 382,639 | $37.5M |
| Aptus Capital Advisors, LLC | 0.31% | Add +2.8% | 382,192 | $37.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -31.7% | 376,549 | $37.4M |
| Destiny Capital Corp | 19.88% | Add +1.7% | 381,111 | $37.3M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +2.4% | 379,865 | $37.2M |
| ERn Financial, LLC | 6.87% | Reduce -1.9% | 373,172 | $36.5M |
| Investments & Financial Planning, LLC | 19.45% | Add +1.5% | 364,883 | $35.7M |
| Drake & Associates, LLC | 6.63% | Add +14.5% | 355,574 | $34.8M |
| Sunburst Financial Group, LLC | 6.70% | Add +2.6% | 355,479 | $34.8M |
| Whitcomb & Hess, Inc. | 8.05% | Add +2.3% | 352,548 | $34.5M |
| Waterloo Capital, L.P. | 2.42% | Reduce -11.1% | 351,013 | $34.4M |
| Alta Wealth Advisors LLC | 11.12% | Add +7.6% | 349,608 | $34.2M |
| Gladstone Institutional Advisory LLC | 1.26% | Add +6.5% | 346,165 | $33.9M |
| Woodard & Co. Asset Management Group Inc. | 5.33% | Reduce -0.1% | 340,102 | $33.3M |
| Higgins & Schmidt Wealth Strategies LLC | 14.86% | Add +0.9% | 332,345 | $32.5M |
| Kozak & Associates, Inc. | 6.31% | Add +0.3% | 305,913 | $32.4M |
| Riversedge Advisors, LLC | 5.24% | Reduce -3.2% | 330,316 | $32.3M |
| Signet Financial Management, LLC | 3.62% | Reduce -1.3% | 329,513 | $32.3M |
| Verus Capital Partners, LLC | 2.22% | Add +5.0% | 328,956 | $32.2M |
| Fifth Third Bancorp | 0.06% | Add +32.2% | 326,185 | $31.9M |
| Clear Creek Financial Management, LLC | 2.44% | Add +21.2% | 325,038 | $31.8M |
| Concurrent Investment Advisors, LLC | 0.35% | Add +3.9% | 324,188 | $31.7M |
| Leslie Global Wealth, LLC | 16.59% | Reduce -1.4% | 321,545 | $31.5M |
| Retirement Management Systems Inc. | 7.48% | Reduce -4.2% | 316,966 | $31.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.75% | Add +6.0% | 314,137 | $30.8M |
| Geneos Wealth Management Inc. | 0.69% | Reduce -7.4% | 302,619 | $29.6M |
| Transcend Capital Advisors, LLC | 2.38% | Add +20.0% | 302,481 | $29.6M |
| Sargent Investment Group, LLC | 3.81% | Reduce -0.8% | 295,164 | $28.9M |
| Roberts Financial Services LLC | 8.95% | Reduce -12.5% | 287,430 | $28.1M |
| Brandywine Oak Private Wealth LLC | 2.35% | Add +5.3% | 285,546 | $28.0M |
| CX Institutional | 0.84% | Add +2.7% | 282,635 | $27.7M |
| Retiremitten Financial LLC | 13.25% | — | 279,803 | $27.4M |
| Eagle Strategies LLC | 3.26% | Add +0.9% | 278,883 | $27.3M |
| Fifth Third Wealth Advisors LLC | 0.91% | Add +10.8% | 275,716 | $27.0M |
| Symphony Financial, Ltd. Co. | 3.50% | Reduce -1.6% | 274,823 | $26.5M |
| Quest Investment Management LLC | 3.09% | Add +5.8% | 270,056 | $26.4M |
| CVFG LLC | 3.28% | New | 269,679 | $26.4M |
| Mma Asset Management LLC | 9.27% | Add +22.2% | 268,942 | $26.3M |
| Buska Wealth Management, LLC | 10.43% | Reduce -12.7% | 265,128 | $26.0M |
| Beutel, Goodman & Co Ltd. | 0.17% | Add +3.6% | 261,658 | $25.6M |
| Balanced Wealth Group LLC | 9.09% | Add +1.6% | 260,288 | $25.4M |
| CCG Wealth Management, LLC | 6.68% | Add +15.3% | 251,805 | $24.7M |
| Three Cord True Wealth Management, LLC | 13.55% | Add +5.2% | 249,121 | $24.4M |
| Buck Wealth Strategies, LLC | 3.00% | Add +5.5% | 248,326 | $24.3M |
| GM Advisory Group, LLC | 0.92% | Add +6.6% | 245,089 | $24.0M |
| PFG Private Wealth Management, LLC | 10.03% | Add +1.9% | 241,651 | $23.7M |
| BIP Wealth, LLC | 0.96% | Add +7.8% | 241,492 | $23.6M |
| CarsonAllaria Wealth Management, Ltd. | 11.66% | Add +6.1% | 241,101 | $23.6M |
| Foguth Wealth Management, LLC. | 2.74% | Add +26.9% | 193,505 | $23.5M |
| Vicus Capital | 1.72% | Add +3.5% | 239,252 | $23.4M |
| Focus Partners Wealth | 0.03% | Reduce -4.2% | 238,869 | $23.4M |
| Advisors Capital Management, LLC | 0.28% | Add +18.3% | 238,746 | $23.4M |
| First Heartland Consultants, Inc. | 1.79% | Add +2.0% | 238,066 | $23.3M |
| Abound Financial, LLC | 10.13% | Reduce -11.1% | 236,915 | $23.2M |
| Susquehanna International Group, LLP | 0.03% | Add +451.5% | 236,548 | $23.2M |
| Choice Wealth Advisors LLC | 9.06% | Add +2.5% | 235,677 | $23.1M |
| Prime Capital Investment Advisors, LLC | 0.27% | Add +1.4% | 235,300 | $23.0M |
| Horizon Wealth Management, LLC | 3.36% | Add +5.3% | 234,248 | $22.9M |
| Marathon Mission, Inc. | 13.31% | Add +6.3% | 233,593 | $22.9M |
| JNBA Financial Advisors | 1.89% | Reduce -3.7% | 231,595 | $22.7M |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 230,725 | $22.6M |
| Portside Wealth Group, LLC | 3.06% | Add +10.1% | 229,898 | $22.5M |
| Capital Analysts, LLC | 0.58% | Reduce -0.7% | 226,732 | $22.2M |
| Boyd Wealth Management, LLC | 9.38% | Add +61.0% | 226,466 | $22.2M |
| Concord Wealth Partners | 2.87% | Add +2.9% | 225,580 | $22.1M |
| Fortitude Financial, LLC | 11.51% | Reduce -0.1% | 222,230 | $21.8M |
| Granville Capital, Inc. | 11.33% | Add +6.3% | 221,462 | $21.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -11.5% | 220,887 | $21.6M |
| Twin Focus Capital Partners, LLC | 2.47% | Reduce -0.7% | 219,393 | $21.5M |
| Stonebridge Financial Group, LLC | 1.76% | Add +220.5% | 218,373 | $21.4M |
| Sage Advisory Services, Ltd.Co. | 11.70% | Add +53.8% | 218,224 | $21.4M |
| Rooted Wealth Advisors, Inc. | 5.60% | Add +4.4% | 192,017 | $21.2M |
| Ciovacco Capital Management LLC | 12.34% | Reduce -0.9% | 216,149 | $21.2M |
| Wealth Management Resources, Inc. | 7.29% | Reduce -0.2% | 214,012 | $21.0M |
| Concord Asset Management, LLC | 3.52% | Add +2.8% | 212,889 | $20.8M |
| Annex Advisory Services, LLC | 0.39% | Reduce -0.7% | 211,498 | $20.7M |
| Modern Wealth Management, LLC | 0.35% | Add +2.2% | 205,461 | $20.4M |
| Hofer & Associates. Inc | 10.94% | Add +1.4% | 207,920 | $20.4M |
| Investors Research Corp | 3.89% | Add +0.9% | 207,773 | $20.3M |
| Moneta Group Investment Advisors LLC | 0.15% | Add +7.8% | 206,273 | $20.2M |
| Collier Financial | 15.26% | Add +0.9% | 204,434 | $20.0M |
| Stonebrook Private Inc. | 4.19% | Add +0.4% | 201,128 | $19.7M |
| GHP Investment Advisors, Inc. | 0.81% | Add +0.8% | 200,384 | $19.6M |
| Florida Trust Wealth Management Co | 0.55% | Add +0.4% | 199,410 | $19.5M |
| Tower Wealth Partners, Inc. | 10.73% | Add +0.5% | 198,267 | $19.4M |
| Pinnacle Wealth Planning Services, Inc. | 1.97% | Add +5.2% | 194,405 | $19.0M |
| Centaurus Financial, Inc. | 0.90% | Add +11.1% | 193,883 | $19.0M |
| Harbor Group, Inc. | 2.72% | Reduce -0.3% | 192,303 | $18.8M |
| Cornerstone Wealth Management, LLC | 0.94% | Add +12.8% | 191,802 | $18.8M |
| Independent Financial Group, LLC | 0.41% | Add +6.7% | 188,716 | $18.5M |
| Navalign, LLC | 4.59% | Add +3.5% | 185,699 | $18.2M |
| Tempo Wealth, LLC | 3.16% | Reduce 0.0% | 184,996 | $18.1M |
| Horizon Financial Services, LLC | 8.00% | Reduce -10.8% | 184,888 | $18.1M |
| Optas, LLC | 2.72% | Add +3.0% | 183,472 | $18.0M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 174,070 | $17.0M |
| Alpha Capital Advisors Inc. | 15.67% | Add +3.3% | 168,173 | $16.5M |
| Inspirion Wealth Advisors, LLC | 2.04% | Reduce -33.3% | 167,415 | $16.4M |
| Diligent Investors, LLC | 4.04% | Reduce -1.6% | 166,309 | $16.3M |
| Vertex Planning Partners, LLC | 3.14% | Add +3.5% | 164,942 | $16.1M |
| Millington Financial Advisors, LLC | 6.74% | Reduce -1.9% | 141,628 | $16.0M |
| Financial Gravity Asset Management, Inc. | 2.84% | Add +5.3% | 163,078 | $16.0M |
| 1834 Investment Advisors Co. | 1.98% | Add +31.3% | 162,313 | $15.9M |
| Benchmark Financial, LLC | 14.16% | Add +14.1% | 161,170 | $15.8M |
| CBM Financial, LLC | 9.84% | Add +7.7% | 142,570 | $15.8M |
| UNIVEST FINANCIAL Corp | 0.88% | Add +40.5% | 159,312 | $15.6M |
| Captrust Financial Advisors | 0.03% | Add +119.7% | 157,936 | $15.5M |
| Pecaut & Co. | 4.97% | Add +0.9% | 156,240 | $15.3M |
| M&T Bank Corp | 0.05% | Reduce -0.0% | 154,480 | $15.1M |
| Trilogy Capital Inc. | 0.67% | Reduce -9.2% | 152,816 | $15.0M |
| Hobart Private Capital, LLC | 2.91% | Add +0.3% | 151,030 | $14.8M |
| Northwest Wealth Advisors, LLC | 10.55% | Add +17.3% | 150,827 | $14.8M |
| Sentinel Advisory Group, LLC | 7.12% | — | 149,210 | $14.6M |
| Cerity Partners LLC | 0.02% | Add +2.2% | 148,331 | $14.5M |
| Probity Advisors, Inc. | 2.30% | Add +2.4% | 148,239 | $14.5M |
| Magnus Financial Group LLC | 1.17% | Reduce -0.2% | 146,169 | $14.3M |
| Hilltop Partners LLC | 3.66% | Add +2.1% | 145,701 | $14.3M |
| Cary Street Partners Financial LLC | 0.35% | Reduce -2.1% | 144,979 | $14.2M |
| Affinity Capital Advisors, LLC | 1.96% | Add +32.2% | 142,503 | $14.0M |
| Ascent Group, LLC | 0.48% | Reduce -1.1% | 141,041 | $13.8M |
| TPG Financial Advisors, LLC | 4.47% | Reduce -2.0% | 140,269 | $13.7M |
| Sanctuary Advisors, LLC | 0.07% | Add +0.7% | 138,919 | $13.6M |
| Avestar Capital, LLC | 0.93% | Add +1.5% | 138,658 | $13.6M |
| Lido Advisors, LLC | 0.05% | Reduce -10.3% | 137,874 | $13.5M |
| Integrity Alliance, Llc. | 0.51% | Reduce -0.9% | 137,867 | $13.5M |
| Fifth Third Securities, Inc. | 0.87% | Add +2.1% | 136,694 | $13.4M |
| Optimist Retirement Group LLC | 5.87% | Reduce -1.2% | 136,004 | $13.3M |
| Bridgewealth Advisory Group, LLC | 2.75% | Add +15.4% | 135,607 | $13.3M |
| Bucket List Wealth Management, LLC | 7.98% | Reduce -9.9% | 135,310 | $13.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.75% | Add +102.9% | 135,264 | $13.2M |
| Walsh & Associates, LLC | 13.13% | Add +1.8% | 135,216 | $13.2M |
| Stone Wealth Partners | 11.86% | Add +6.2% | 134,866 | $13.2M |
| Carnegie Investment Counsel | 0.25% | Add +10.1% | 133,082 | $13.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Reduce -81.5% | 132,875 | $13.0M |
| Gateway Wealth Partners, LLC | 0.51% | Add +128.2% | 132,366 | $13.0M |
| Scarborough Advisors, LLC | 1.41% | Add +5964.1% | 132,015 | $12.9M |
| Able Wealth Management LLC | 3.44% | Add +32.9% | 131,379 | $12.9M |
| Brookstone Capital Management | 0.15% | Reduce -44.6% | 130,927 | $12.8M |
| TAGStone Capital, Inc. | 4.49% | Add +4.8% | 129,681 | $12.7M |
| AQR Capital Management | 0.01% | Add +42.8% | 129,345 | $12.7M |
| Power Wealth Management LLC | 4.71% | Add +2.6% | 129,220 | $12.7M |
| Silver Oak Securities, Incorporated | 0.92% | Reduce -4.0% | 128,202 | $12.6M |
| Asset Allocation Strategies LLC | 2.22% | Add +4.1% | 127,927 | $12.5M |
| Synergy Investment Management, LLC | 4.05% | Add +9.0% | 126,409 | $12.4M |
| Seal Cove Capital, LLC | 10.56% | New | 123,120 | $12.1M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +1.2% | 122,457 | $12.0M |
| GenWealth Group, Inc. | 1.99% | Add +4.7% | 118,799 | $11.6M |
| BCS Wealth Management | 2.37% | Reduce -46.2% | 118,612 | $11.6M |
| TD Waterhouse Canada Inc. | 0.03% | Add +1143.4% | 116,832 | $11.6M |
| Sage Financial Management Group, Inc. | 3.53% | Reduce -3.5% | 117,386 | $11.5M |
| Aureum Wealth Management, LLC | 7.94% | Add +20.7% | 116,563 | $11.4M |
| Centennial Wealth Advisory LLC | 2.69% | Reduce -17.6% | 113,271 | $11.1M |
| Guardian Wealth Advisors, LLC | 6.36% | Add +2.9% | 113,002 | $11.1M |
| Tranquilli Financial Advisor LLC | 6.44% | Add +0.7% | 112,716 | $11.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.6% | 112,411 | $11.0M |
| IAG Wealth Partners, LLC | 1.21% | Add +0.9% | 110,326 | $10.8M |
| Fortis Group Advisors, LLC | 1.77% | Reduce -13.3% | 95,240 | $10.7M |
| Crux Wealth Advisors | 4.09% | Add +4.4% | 108,630 | $10.6M |
| Cobblestone Asset Management LLC | 4.74% | Add +5.9% | 107,688 | $10.5M |
| Harbour Investments, Inc. | 0.16% | Add +2.5% | 107,572 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +618.8% | 97,316 | $10.4M |
| Sequent Asset Management, LLC | 4.96% | Reduce -14.8% | 105,848 | $10.4M |
| New England Capital Financial Advisors LLC | 2.83% | Reduce -7.2% | 105,439 | $10.3M |
| Breachway Investments LLC | 9.91% | Add +1.2% | 104,052 | $10.3M |
| Sanchez Wealth Management Group | 2.22% | Reduce -1.3% | 104,818 | $10.3M |
| Moneco Advisors, LLC | 0.79% | Add +16.2% | 104,046 | $10.2M |
| Elite Financial, Inc. | 4.55% | Reduce -2.9% | 103,734 | $10.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +35.5% | 103,280 | $10.1M |
| Wealthspire Advisors, LLC | 0.08% | Add +7.2% | 102,633 | $10.0M |
| Melone Private Wealth, LLC | 4.09% | Add +0.0% | 102,382 | $10.0M |
| Members Wealth LLC | 5.92% | Add +3.6% | 88,722 | $9.9M |
| LexAurum Advisors, LLC | 1.28% | — | 100,554 | $9.8M |
| Oxinas Partners, LLC | 4.48% | Add +2.5% | 100,108 | $9.8M |
| NewSquare Capital LLC | 0.85% | Reduce -1.7% | 99,555 | $9.7M |
| Tidemark, LLC | 2.48% | New | 99,505 | $9.7M |
| Apollon Financial, LLC | 1.35% | Add +10.8% | 99,366 | $9.7M |
| Independent Wealth Network Inc. | 2.88% | Reduce -20.5% | 98,810 | $9.7M |
| Graney & King, LLC | 5.03% | Add +7.4% | 95,354 | $9.3M |
| Sterling Manor Financial, LLC | 5.80% | Reduce -10.4% | 94,787 | $9.3M |
| Quantinno Capital Management LP | 0.02% | Add +154.5% | 94,648 | $9.3M |
| LifePlan Financial, LLC | 6.75% | Add +4.6% | 93,330 | $9.1M |
| SIMA Wealth Partners, LLC | 6.95% | Reduce -1.0% | 93,205 | $9.1M |
| Compass Financial Group, Inc. | 4.07% | Add +1.8% | 92,247 | $9.0M |
| ArborFi Advisors, LLC | 7.35% | Reduce -11.1% | 91,942 | $9.0M |
| United Advisor Group, LLC | 1.11% | Reduce -0.1% | 91,703 | $9.0M |
| Parkway Wealth Management Group, LLC | 1.14% | Reduce -8.8% | 86,279 | $9.0M |
| Axxcess Wealth Management, LLC | 0.29% | Reduce -13.0% | 91,206 | $8.9M |
| CreativeOne Wealth, LLC | 0.21% | Reduce -24.8% | 90,303 | $8.8M |
| Intergy Private Wealth, LLC | 2.59% | Add +0.0% | 90,199 | $8.8M |
| DecisionMap Wealth Management, LLC | 5.67% | Add +0.4% | 89,490 | $8.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +42.8% | 89,360 | $8.7M |
| Prepared Retirement Institute LLC | 4.33% | Reduce -5.3% | 89,113 | $8.7M |
| Breakwater Capital Group | 1.17% | Add +5.6% | 89,089 | $8.7M |
| Quent Capital, LLC | 0.62% | Reduce -10.7% | 88,661 | $8.7M |
| Wrapmanager Inc. | 2.99% | Reduce -3.9% | 87,990 | $8.6M |
| Goldstone Financial Group, LLC | 0.93% | Reduce -39.9% | 87,984 | $8.6M |
| 1ST Source Bank | 0.44% | Add +0.5% | 87,653 | $8.6M |
| Founders Capital Management | 4.14% | Reduce -1.1% | 86,655 | $8.5M |
| Sfam, LLC | 7.86% | Reduce -0.5% | 86,549 | $8.5M |
| Beacon Bridge Wealth Partners, LLC | 2.83% | Add +1.8% | 86,328 | $8.5M |
| GTS Securities LLC | 0.30% | Add +635.4% | 85,544 | $8.4M |
| Financial Council, LLC | 3.22% | Add +4.0% | 85,366 | $8.4M |
| Tiaa Trust, National Association | 0.50% | Reduce -95.1% | 84,824 | $8.3M |
| Relyea Zuckerberg Hanson LLC | 0.83% | Reduce -3.4% | 84,816 | $8.3M |
| Tobias Financial Advisors, Inc. | 1.15% | Add +4.8% | 84,347 | $8.3M |
| Town Capital LLC | 6.58% | Add +75.0% | 83,104 | $8.1M |
| Venture Visionary Partners LLC | 0.27% | Add +2.7% | 82,812 | $8.1M |
| Meridian Wealth Management, LLC | 0.29% | Reduce -12.6% | 82,676 | $8.1M |
| Key Financial Inc | 1.44% | Add +6.6% | 82,562 | $8.1M |
| Stratos Wealth Advisors, LLC | 0.49% | Add +19.4% | 81,467 | $8.0M |
| Private Trust Co. NA | 0.71% | Add +0.4% | 80,663 | $7.9M |
| Salomon & Ludwin, LLC | 0.70% | Reduce -6.3% | 78,798 | $7.8M |
| Vertrix Wealth Management, LLC | 2.88% | — | 79,825 | $7.8M |
| Dagco, Inc. | 1.68% | Add +20.5% | 79,223 | $7.8M |
| Wellspring Financial Advisors, LLC | 0.57% | Reduce -1.3% | 77,103 | $7.5M |
| Occidental Asset Management, LLC | 0.89% | Add +1.3% | 77,060 | $7.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.5% | 76,705 | $7.5M |
| Marion Wealth Management | 1.66% | Reduce -5.7% | 76,261 | $7.5M |
| Mutual Advisors, LLC | 0.16% | Add +7.0% | 76,144 | $7.5M |
| Avior Wealth Management, LLC | 0.21% | Add +14.1% | 75,847 | $7.4M |
| FDx Advisors, Inc. | 2.35% | New | 75,295 | $7.4M |
| TritonPoint Partners, LLC | 2.71% | Add +0.4% | 75,278 | $7.4M |
| City Center Advisors, LLC | 6.75% | Add +0.9% | 74,535 | $7.3M |
| Glen Eagle Advisors, LLC | 1.01% | Reduce -21.6% | 73,955 | $7.2M |
| Philadelphia Investment Partners, LLC | 4.86% | — | 73,019 | $7.2M |
| Hamilton Capital Partners, LLC | 2.23% | Add +26.5% | 72,957 | $7.1M |
| PSI Advisors, LLC | 1.69% | Add +12.0% | 71,505 | $7.0M |
| Arete Wealth Advisors, LLC | 0.52% | Reduce -14.0% | 71,471 | $7.0M |
| Tsfg, LLC | 1.06% | Reduce -0.0% | 71,253 | $7.0M |
| Auour Investments LLC | 2.18% | Add +3.4% | 70,803 | $6.9M |
| Dogwood Wealth Management LLC | 3.00% | Add +14.1% | 70,664 | $6.9M |
| Journey Retirement Planning & Investment Management LLC | 6.08% | Reduce -79.3% | 70,509 | $6.9M |
| Atria Investments, Inc | 0.08% | Reduce -33.3% | 70,426 | $6.9M |
| Systematic Alpha Investments, LLC | 0.24% | No change | 70,000 | $6.9M |
| Macco Financial Group, Inc. | 5.18% | Reduce -10.4% | 69,812 | $6.8M |
| One Day In July LLC | 0.55% | Add +1.9% | 69,670 | $6.8M |
| Hancock Whitney Corp. | 0.12% | Reduce -2.1% | 68,873 | $6.8M |
| Hoxton Planning & Management, LLC | 2.01% | Add +3.1% | 68,478 | $6.7M |
| Jackson Wealth Management, LLC | 0.69% | Reduce -3.8% | 68,418 | $6.7M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -2.4% | 68,213 | $6.7M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -2.5% | 66,870 | $6.6M |
| Petix & Botte Co | 2.94% | Reduce -41.7% | 67,106 | $6.6M |
| SigFig Wealth Management, LLC | 0.19% | Reduce -43.8% | 66,638 | $6.5M |
| Flynn Zito Capital Management, LLC | 2.08% | Reduce -2.5% | 66,412 | $6.5M |
| Denver Wealth Management, Inc. | 2.19% | Reduce -1.4% | 64,979 | $6.4M |
| Prairieview Wealth Partners, LLC | 5.17% | Add +0.4% | 64,390 | $6.3M |
| Collaborative Wealth Managment Inc. | 2.88% | Reduce -42.7% | 63,796 | $6.2M |
| Elevation Capital Advisory, LLC | 2.61% | Add +753.1% | 62,722 | $6.1M |
| Braun-Bostich & Associates Inc. | 3.84% | Add +5.6% | 62,638 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.21% | Reduce -9.9% | 62,519 | $6.1M |
| Canandaigua National Trust Co of Florida | 4.83% | Reduce -1.5% | 61,440 | $6.0M |
| One Capital Management, LLC | 0.16% | Reduce -56.6% | 61,092 | $6.0M |
| MidFirst Bank | 0.49% | Add +18.8% | 60,653 | $5.9M |
| Arkadios Wealth Advisors | 0.10% | Add +489.2% | 60,056 | $5.9M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -16.2% | 59,555 | $5.8M |
| Oak Harvest Investment Services | 0.61% | Reduce -14.1% | 59,268 | $5.8M |
| American Financial & Tax Strategies Inc. | 2.82% | Reduce -2.0% | 59,171 | $5.8M |
| WealthPlan Investment Management, LLC | 0.32% | Reduce -24.5% | 58,630 | $5.7M |
| Stone Summit Wealth LLC | 1.57% | Add +10.0% | 57,749 | $5.7M |
| Smartleaf Asset Management LLC | 0.20% | Reduce -35.6% | 59,810 | $5.6M |
| Retirement Financial Solutions, LLC | 1.61% | Add +4.8% | 57,396 | $5.6M |
| Strategic Blueprint, LLC | 0.33% | Add +63.3% | 57,384 | $5.6M |
| Bokf, NA | 0.09% | Add +324.6% | 57,218 | $5.6M |
| Rainier Family Wealth Inc. | 3.75% | Add +14.3% | 57,132 | $5.6M |
| Mgo One Seven LLC | 0.11% | Reduce -26.8% | 56,083 | $5.5M |
| Palladiem, LLC | 5.23% | Reduce -6.5% | 52,717 | $5.5M |
| Buttonwood Financial Group, LLC | 3.37% | Reduce -4.3% | 55,908 | $5.5M |
| Sightline Wealth Advisors, LLC | 2.31% | Add +25.7% | 55,773 | $5.5M |
| Wealth Advisors of Iowa, LLC | 1.69% | Add +19.9% | 55,747 | $5.5M |
| Inman Jager Wealth Management, LLC | 3.12% | Add +11.8% | 54,582 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.8% | 54,476 | $5.3M |
| Faithward Advisors, LLC | 0.76% | Add +6.1% | 54,238 | $5.3M |
| Continuum Advisory, LLC | 0.51% | Add +22.4% | 53,900 | $5.3M |
| Compass Financial Services Inc | 2.28% | Add +12.2% | 53,793 | $5.3M |
| Dynamic Wealth Strategies, LLC | 3.03% | Add +6.4% | 53,427 | $5.2M |
| &partners | 0.03% | Add +10.5% | 52,726 | $5.2M |
| Asset Management Group, Inc. | 0.84% | Reduce -5.4% | 52,944 | $5.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -25.2% | 52,415 | $5.1M |
| Tudor Investment Corporation | 0.03% | Add +769.5% | 52,367 | $5.1M |
| Gotham Asset Management | 0.02% | No change | 52,300 | $5.1M |
| Nvest Financial, LLC | 1.90% | Add +18.0% | 52,032 | $5.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.38% | Add +1.5% | 51,717 | $5.1M |
| GLR Partners, LLC | 2.70% | — | 50,593 | $5.0M |
| Bawa N Mallick Trust | 2.00% | No change | 50,000 | $4.9M |
| Red Crane Wealth Management, LLC | 4.01% | Reduce -2.4% | 49,796 | $4.9M |
| Regions Financial Corp. | 0.03% | Add +1765.6% | 49,794 | $4.9M |
| IFP Advisors, Inc | 0.10% | Add +38.2% | 49,756 | $4.9M |
| Measured Wealth Private Client Group, LLC | 1.33% | Reduce -10.5% | 49,724 | $4.9M |
| Cary Street Partners Investment Advisory LLC | 1.22% | Reduce -9.4% | 48,811 | $4.8M |
| McNaughton Wealth Management, LLC | 1.94% | Add +2.9% | 47,993 | $4.7M |
| Uptown Financial Advisors LLC | 3.79% | Reduce -1.0% | 47,860 | $4.7M |
| Burney Co./ | 0.15% | Reduce -20.1% | 47,827 | $4.7M |
| GoalVest Advisory LLC | 0.91% | Reduce -7.5% | 47,565 | $4.7M |
| Savvy Advisors, Inc. | 0.12% | Add +10.0% | 47,404 | $4.6M |
| Townsquare Capital LLC | 1.04% | Reduce -7.1% | 47,151 | $4.6M |
| Golden State Wealth Management, LLC | 0.50% | Reduce -36.6% | 47,017 | $4.6M |
| Robinswood Financial LLC | 1.45% | Add +19.3% | 46,916 | $4.6M |
| Baker Tilly Wealth Management, LLC | 1.10% | Add +67.7% | 46,311 | $4.5M |
| JDM Financial Group LLC | 1.74% | Add +2.1% | 46,192 | $4.5M |
| Everpar Advisors LLC | 1.54% | Add +36.7% | 45,764 | $4.5M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.9% | 45,721 | $4.5M |
| Private Wealth Group, LLC | 2.08% | Add +2.6% | 45,569 | $4.5M |
| YHB Investment Advisors, Inc. | 0.32% | Reduce -9.5% | 45,461 | $4.5M |
| American Trust | 0.39% | Add +5.8% | 45,202 | $4.4M |
| Cannon Wealth Management Services, LLC | 2.98% | Add +5.5% | 45,041 | $4.4M |
| Aventus Investment Advisors, Inc. | 3.70% | Add +1.1% | 44,675 | $4.4M |
| MidAtlantic Capital Management, Inc. | 3.01% | Add +0.1% | 44,578 | $4.4M |
| Quadrant Capital Group LLC | 0.13% | No change | 44,532 | $4.4M |
| Opal Wealth Advisors, LLC | 0.99% | Add +6.0% | 44,510 | $4.4M |
| Hill Island Financial LLC | 1.06% | Reduce -0.9% | 44,449 | $4.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +10.8% | 44,253 | $4.3M |
| Money Concepts Capital Corp. | 0.24% | Add +12.1% | 44,239 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +17.2% | 43,698 | $4.3M |
| Burke & Herbert Bank & Trust Co. | 1.18% | No change | 43,456 | $4.3M |
| Koshinski Asset Management, Inc. | 0.27% | Reduce -5.2% | 43,394 | $4.2M |
| Luken Investment Analytics, LLC | 1.62% | Reduce -2.1% | 43,235 | $4.2M |
| RDA Financial Network | 1.06% | Add +3.8% | 43,208 | $4.2M |
| Norden Group LLC | 0.41% | Add +1.2% | 43,158 | $4.2M |
| Betterment LLC | 0.01% | Reduce -0.0% | 43,087 | $4.2M |
| USAdvisors Wealth Management, LLC | 1.40% | Add +1.1% | 44,796 | $4.2M |
| Partners in Financial Planning | 0.70% | Reduce -0.2% | 42,827 | $4.2M |
| Modera Wealth Management, LLC | 0.05% | Add +2.0% | 42,772 | $4.2M |
| Rollins Financial Advisors, LLC | 0.66% | Reduce -4.3% | 42,714 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.3% | 42,505 | $4.2M |
| Lionshead Wealth Management, LLC | 3.06% | Reduce -2.6% | 42,413 | $4.2M |
| Regimen Wealth, LLC | 1.21% | Reduce -18.7% | 42,343 | $4.1M |
| Echo Wealth Management, LLC | 2.38% | Reduce -23.7% | 42,209 | $4.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +14.3% | 36,650 | $4.1M |
| AGH Wealth Advisors, LLC | 3.00% | Add +2.7% | 41,686 | $4.1M |
| Milestone Asset Management Group, LLC | 2.38% | Add +2.5% | 41,624 | $4.1M |
| Roan Capital Partners | 3.75% | — | 41,455 | $4.1M |
| Motive Wealth Advisors | 1.89% | Reduce -44.4% | 41,165 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +6.4% | 40,464 | $4.0M |
| Towne Trust Company, N.A | 1.27% | Add +38.2% | 40,282 | $3.9M |
| Greenwood Gearhart LLC | 0.21% | Reduce -7.2% | 40,199 | $3.9M |
| Darwin Wealth Management, LLC | 1.21% | Reduce -23.2% | 39,710 | $3.9M |
| Buffalo Business & Estate Services Ltd. | 0.56% | Add +1.1% | 39,685 | $3.9M |
| MBL Wealth, LLC | 0.29% | Reduce -3.4% | 39,390 | $3.9M |
| World Investment Advisors | 0.06% | Reduce -53.8% | 39,205 | $3.8M |
| WealthPLAN Partners, LLC | 0.74% | Reduce -31.7% | 39,018 | $3.8M |
| Inspire Advisors, LLC | 0.31% | Reduce -7.7% | 38,581 | $3.8M |
| FCG Investment Co | 1.65% | — | 38,423 | $3.8M |
| MPWM Advisory Solutions, LLC | 1.99% | Reduce -0.7% | 38,365 | $3.8M |
| Cooper Financial Group | 0.38% | Add +0.1% | 38,297 | $3.7M |
| Clear Retirement Advice LLC | 2.89% | Add +3.6% | 37,625 | $3.7M |
| WealthShield Partners, LLC | 0.41% | Reduce -1.1% | 37,541 | $3.7M |
| Victory Financial Group, LLC | 0.45% | Add +30.0% | 37,537 | $3.7M |
| Mission Wealth Management, LP | 0.08% | Reduce -6.6% | 37,353 | $3.7M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -62.3% | 37,192 | $3.6M |
| Spectrum Advisors, Inc. | 2.86% | — | 37,006 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.17% | Reduce -3.6% | 36,948 | $3.6M |
| Colton Groome Financial Advisors, LLC | 1.03% | Reduce -0.5% | 36,874 | $3.6M |
| MBM Wealth Consultants, LLC | 0.83% | Add +1.9% | 36,770 | $3.6M |
| Blair William & Co. | 0.01% | Add +10.7% | 36,748 | $3.6M |
| Investor's Fiduciary Advisor Network, LLC | 1.09% | Add +1.0% | 36,360 | $3.6M |
| PAX Financial Group, LLC | 0.60% | Reduce -26.4% | 36,182 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -13.4% | 36,154 | $3.5M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -30.7% | 35,892 | $3.5M |
| BlackRock, Inc. | 0.00% | Reduce -68.3% | 35,616 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -13.6% | 35,472 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -72.2% | 35,356 | $3.5M |
| Rothschild Wealth LLC | 0.31% | Reduce -20.2% | 35,312 | $3.5M |
| Visionary Wealth Advisors | 0.15% | Add +2.7% | 34,827 | $3.4M |
| XY Planning Network, Inc. | 0.54% | Add +5.6% | 34,258 | $3.4M |
| Florida Financial Advisors, LLC | 0.81% | Add +54.3% | 34,686 | $3.4M |
| Winthrop Advisory Group LLC | 0.28% | Reduce -0.5% | 34,685 | $3.4M |
| IMA Advisory Services, Inc. | 0.33% | Add +142.7% | 34,547 | $3.4M |
| N.E.W. Advisory Services LLC | 0.25% | Reduce -8.6% | 34,271 | $3.4M |
| Valeo Financial Advisors, LLC | 0.08% | Add +4.9% | 34,224 | $3.4M |
| Retirement Income Solutions, Inc. | 0.57% | Add +0.1% | 33,803 | $3.3M |
| Towerpoint Wealth, LLC | 1.32% | Reduce -5.1% | 33,526 | $3.3M |
| Boulder Wealth Advisors, LLC | 1.30% | Reduce -24.6% | 33,339 | $3.3M |
| Chatterton & Associates Inc. | 2.27% | Reduce -49.4% | 31,129 | $3.2M |
| LBMC Investment Advisors, LLC | 0.20% | Reduce -0.7% | 33,023 | $3.2M |
| RKL Wealth Management LLC | 0.29% | Reduce -4.4% | 32,863 | $3.2M |
| Balefire, LLC | 0.60% | Add +2.0% | 32,683 | $3.2M |
| SkyOak Wealth, LLC | 0.58% | Add +4.8% | 32,578 | $3.2M |
| Larson Financial Group LLC | 0.10% | Reduce -3.7% | 32,469 | $3.2M |
| Atticus Wealth Management, LLC | 0.86% | Reduce -1.4% | 32,367 | $3.2M |
| Financial Network Wealth Advisors LLC | 3.23% | Add +7.8% | 32,263 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +363.3% | 32,156 | $3.1M |
| Marietta Wealth Management, LLC | 0.37% | Reduce -1.3% | 31,892 | $3.1M |
| Pinnacle Wealth Management, LLC | 2.06% | Reduce -0.1% | 31,262 | $3.1M |
| Ritter Daniher Financial Advisory LLC / DE | 0.51% | Reduce -0.8% | 30,853 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -19.8% | 30,714 | $3.0M |
| Kuhn & Co Investment Counsel | 1.93% | Add +16.3% | 30,676 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +12.3% | 30,570 | $3.0M |
| McMill Wealth Management | 0.79% | New | 98,747 | $3.0M |
| Idaho Trust Co | 0.96% | Reduce -20.5% | 30,295 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.32% | Reduce -4.8% | 30,035 | $2.9M |
| Keudell/Morrison Wealth Management | 0.60% | Add +1.0% | 30,030 | $2.9M |
| Summit Investment Advisory Services, LLC | 1.08% | Add +3.0% | 29,752 | $2.9M |
| Advisor OS, LLC | 0.21% | Reduce -57.3% | 29,695 | $2.9M |
| Shum Financial Group, Inc. | 2.03% | Add +0.8% | 29,351 | $2.9M |
| Turtle Creek Wealth Advisors, LLC | 0.21% | Reduce -4.5% | 28,556 | $2.8M |
| Caprock Group, LLC | 0.07% | Reduce -4.3% | 28,472 | $2.8M |
| Wrenne Financial Planning LLC | 1.09% | Reduce -0.5% | 28,427 | $2.8M |
| Global Strategic Investment Solutions, LLC | 0.27% | Add +0.1% | 28,319 | $2.8M |
| Lowery Thomas, LLC | 1.57% | Reduce -1.9% | 27,986 | $2.7M |
| Yukon Wealth Management, Inc. | 1.63% | Add +4.1% | 27,925 | $2.7M |
| Coastal Bridge Advisors, LLC | 0.19% | Add +2.6% | 27,651 | $2.7M |
| Wilkins Miller Wealth Management, LLC | 1.63% | Reduce -3.8% | 27,562 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.4% | 27,486 | $2.7M |
| Wiregrass Investment Management LLC | 2.22% | New | 27,413 | $2.7M |
| Integrity Wealth Solutions LLC | 1.04% | Add +3.4% | 27,021 | $2.6M |
| Stevens Capital Partners | 0.63% | Add +16.4% | 26,791 | $2.6M |
| HRT Financial LP | 0.01% | Add +668.0% | 26,703 | $2.6M |
| Camden National Bank | 0.35% | Add +16.1% | 26,688 | $2.6M |
| Rede Wealth, LLC | 0.94% | Add +1.7% | 26,634 | $2.6M |
| Triton Wealth Management, PLLC | 0.96% | Add +0.1% | 25,847 | $2.6M |
| Diversified Trust Co. | 0.05% | Add +0.3% | 26,087 | $2.6M |
| Commerce Bank | 0.01% | Add +66.2% | 25,947 | $2.5M |
| Simplicity Wealth,LLC | 0.14% | Add +1.7% | 25,852 | $2.5M |
| Freedom Investment Management, Inc. | 0.75% | Add +0.6% | 25,704 | $2.5M |
| Magnolia Capital Advisors LLC | 0.49% | Add +25.4% | 25,473 | $2.5M |
| Waystone Advisors LLC | 2.22% | Add +6.3% | 25,382 | $2.5M |
| Milestones Private Investment Advisors LLC | 2.19% | Add +7.8% | 25,381 | $2.5M |
| MAI Capital Management | 0.01% | Add +12.4% | 25,201 | $2.5M |
| Belpointe Asset Management LLC | 0.09% | Add +55.4% | 25,111 | $2.5M |
| Brookwood Investment Group LLC | 0.31% | Add +1.0% | 24,575 | $2.4M |
| Tradition Wealth Management, LLC | 0.17% | Reduce 0.0% | 23,830 | $2.3M |
| Curran Financial Partners, LLC | 0.42% | Add +0.2% | 23,830 | $2.3M |
| Iowa State Bank | 0.43% | Reduce -7.0% | 23,808 | $2.3M |
| Aspetuck Financial Management LLC | 1.59% | Reduce -24.1% | 23,631 | $2.3M |
| Lanark Financial, Inc. | 0.17% | Reduce -6.2% | 23,432 | $2.3M |
| Navigate Wealth Management, LLC | 1.59% | — | 20,687 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -12.5% | 23,176 | $2.3M |
| Alliance Wealth Advisors, LLC | 0.49% | Reduce -23.0% | 23,036 | $2.3M |
| CWA Asset Management Group, LLC | 0.08% | Reduce -7.2% | 22,944 | $2.2M |
| Vance Wealth, LLC | 0.64% | Reduce -3.3% | 22,491 | $2.2M |
| MKT Advisors LLC | 0.74% | Add +8.8% | 21,970 | $2.2M |
| ESL Trust Services, LLC | 0.42% | Reduce -24.5% | 22,277 | $2.2M |
| Mitchell Sinkler & Starr | 1.01% | Reduce -2.8% | 22,265 | $2.2M |
| Financial Futures Ltd Liability Co. | 0.96% | Reduce -4.3% | 22,228 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -91.8% | 22,030 | $2.2M |
| Advance Capital Management, Inc. | 0.08% | Reduce -7.5% | 21,994 | $2.2M |
| McDonald Partners LLC | 0.51% | Reduce -1.1% | 21,916 | $2.1M |
| Cornerstone National Bank & Trust Co | 0.79% | New | 21,491 | $2.1M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -0.2% | 21,465 | $2.1M |
| Alliance Private Wealth, LLC | 0.75% | No change | 21,285 | $2.1M |
| Altfest L J & Co. Inc. | 0.22% | Reduce -16.8% | 20,877 | $2.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -48.4% | 20,854 | $2.0M |
| Wealth Advisors Northwest LLC | 0.86% | Reduce -0.5% | 20,853 | $2.0M |
| Meridian Financial Advisors, LLC | 1.10% | Reduce -3.7% | 20,612 | $2.0M |
| Intrua Financial, LLC | 0.22% | Reduce -2.0% | 20,576 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -9.2% | 20,531 | $2.0M |
| McAdam, LLC | 0.09% | Add +12.3% | 20,527 | $2.0M |
| Empowered Funds, LLC | 0.01% | Add +113.4% | 20,527 | $2.0M |
| Titleist Asset Management, LLC | 0.15% | New | 20,512 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.44% | Reduce -1.7% | 20,296 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -90.3% | 20,160 | $2.0M |
| VestGen Advisors, LLC | 0.06% | Reduce -51.2% | 16,791 | $2.0M |
| Fiduciary Alliance LLC | 0.12% | Add +0.3% | 17,986 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.8% | 19,935 | $2.0M |
| Palatine Hill Wealth Management, LLC | 1.68% | Add +1.1% | 19,698 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -95.8% | 19,566 | $1.9M |
| PCG Wealth Advisors, LLC | 0.48% | Reduce -11.8% | 19,372 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 0.60% | Add +45.4% | 19,370 | $1.9M |
| Mascagni Wealth Management, Inc. | 1.35% | Reduce -0.7% | 19,305 | $1.9M |
| Third View Private Wealth, LLC | 0.26% | Reduce -11.0% | 19,238 | $1.9M |
| Byrne Financial Freedom, LLC | 0.90% | Reduce -21.4% | 19,175 | $1.9M |
| WealthTrak Capital Management LLC | 1.33% | Reduce -62.8% | 19,083 | $1.9M |
| White Pine Capital LLC | 0.50% | Reduce -0.2% | 18,784 | $1.8M |
| Regal Investment Advisors LLC | 0.11% | Add +12.4% | 18,770 | $1.8M |
| Tradewinds Capital Management, LLC | 0.36% | Reduce -94.1% | 18,707 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +1.4% | 18,695 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -69.4% | 18,655 | $1.8M |
| Ring Mountain Capital, LLC | 0.99% | Reduce -0.2% | 18,518 | $1.8M |
| Rialto Wealth Management, LLC | 0.41% | Reduce -1.1% | 18,502 | $1.8M |
| HBW Advisory Services LLC | 0.19% | Reduce -1.5% | 18,407 | $1.8M |
| Three Bridge Wealth Advisors, LLC | 0.49% | No change | 18,200 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.56% | Add +0.2% | 16,291 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +102.8% | 18,072 | $1.8M |
| Cozad Asset Management Inc. | 0.14% | Add +38.3% | 17,949 | $1.8M |
| Asset One Wealth Management LLC | 0.19% | Reduce -81.9% | 15,876 | $1.7M |
| Parsons Capital Management Inc. | 0.08% | Add +22.4% | 17,595 | $1.7M |
| Brooklyn Investment Group | 0.05% | New | 17,479 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +0.0% | 17,385 | $1.7M |
| SevenBridge Financial Group, LLC | 0.27% | Add +0.6% | 15,144 | $1.7M |
| Voya Financial Advisors, Inc. | 0.17% | Add +12.5% | 17,686 | $1.7M |
| Optivise Advisory Services LLC | 1.01% | Reduce -5.3% | 17,084 | $1.7M |
| OneAscent Financial Services LLC | 0.09% | Add +515.1% | 17,032 | $1.7M |
| Latitude Advisors, LLC | 0.76% | Add +1.3% | 17,012 | $1.7M |
| Callan Family Office, LLC | 0.04% | Reduce -4.9% | 16,714 | $1.6M |
| Fell Capital Management | 1.56% | Add +31.3% | 16,699 | $1.6M |
| Wall Capital Group, Inc. | 1.73% | Add +7.7% | 16,546 | $1.6M |
| Sfmg, LLC | 0.11% | No change | 16,439 | $1.6M |
| Ignite Planners, LLC | 0.25% | Add +0.1% | 16,371 | $1.6M |
| Krilogy Financial LLC | 0.05% | Add +0.9% | 14,479 | $1.6M |
| Fragasso Financial Advisors Inc | 0.10% | Add +0.4% | 15,833 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +280.9% | 16,019 | $1.6M |
| Lifeworks Advisors, LLC | 0.20% | Reduce -9.9% | 16,008 | $1.6M |
| Rik Saylor Financial, Inc. | 1.18% | Add +0.7% | 15,861 | $1.6M |
| Fourth Dimension Wealth, LLC | 0.58% | Reduce -6.6% | 15,753 | $1.5M |
| Jericho Financial, LLP | 0.97% | Add +2.0% | 15,675 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.78% | Add +0.3% | 15,614 | $1.5M |
| Grant Private Wealth Management Inc | 0.81% | Reduce -0.3% | 15,521 | $1.5M |
| Fidelity D & D Bancorp Inc. | 0.60% | No change | 15,263 | $1.5M |
| Strategic Financial Concepts, LLC | 0.37% | Add +127.0% | 15,203 | $1.5M |
| AMJ Financial Wealth Management | 0.35% | Reduce -16.1% | 15,187 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -5.6% | 15,183 | $1.5M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.3% | 15,170 | $1.5M |
| Sun Financial Inc | 0.74% | Reduce -5.4% | 12,340 | $1.5M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -9.7% | 15,149 | $1.5M |
| Eclectic Associates Inc. | 0.20% | Add +70.3% | 15,104 | $1.5M |
| First Financial Corp. | 0.58% | No change | 15,032 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Reduce -8.1% | 14,970 | $1.5M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -24.6% | 14,810 | $1.5M |
| Beacon Capital Management, LLC | 0.26% | Add +61.0% | 14,771 | $1.4M |
| Gentry Private Wealth, LLC | 0.87% | Reduce -13.0% | 14,728 | $1.4M |
| Thrive Capital Management, LLC | 0.31% | Reduce -7.4% | 14,655 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -14.6% | 14,632 | $1.4M |
| Everest Financial Group LLC | 0.23% | Add +0.3% | 14,508 | $1.4M |
| Jackson, Grant Investment Advisers, Inc. | 0.46% | Add +0.1% | 14,201 | $1.4M |
| Integrity Wealth Partners, LLC | 1.24% | — | 14,105 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.4% | 14,104 | $1.4M |
| Private Client Services, LLC | 0.41% | Reduce -2.8% | 13,967 | $1.4M |
| Vantage Point Financial LLC | 0.48% | Add +2.1% | 13,963 | $1.4M |
| ES4, LLC | 0.88% | Reduce -6.8% | 13,929 | $1.4M |
| Diversified Management Inc. | 0.23% | Add +174.2% | 13,782 | $1.3M |
| River Street Advisors LLC | 0.45% | Add +3.9% | 13,687 | $1.3M |
| Cerro Pacific Wealth Advisors LLC | 0.35% | Add +4.3% | 13,589 | $1.3M |
| rebel Financial LLC | 0.58% | Reduce -0.9% | 13,570 | $1.3M |
| Joule Financial, LLC | 0.39% | Add +437.8% | 13,505 | $1.3M |
| Ieq Capital, LLC | 0.01% | Add +0.5% | 13,440 | $1.3M |
| Global Assets Advisory, LLC | 0.37% | New | 5,865 | $1.3M |
| Citigroup Inc. | 0.00% | Add +41.9% | 13,290 | $1.3M |
| HUB Investment Partners, LLC | 0.03% | Add +31.2% | 13,278 | $1.3M |
| Bill Few Associates, Inc. | 0.31% | Add +3.4% | 13,260 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +7.7% | 13,256 | $1.3M |
| Soltis Investment Advisors LLC | 0.08% | Add +50.0% | 13,056 | $1.3M |
| Sunbelt Securities, Inc. | 0.08% | Add +0.0% | 13,015 | $1.3M |
| Calton & Associates, Inc. | 0.18% | Reduce -6.3% | 12,909 | $1.3M |
| Apella Capital, LLC | 0.02% | Add +12.2% | 11,124 | $1.2M |
| Caldwell Trust Co | 0.11% | No change | 12,599 | $1.2M |
| Peck Wealth Management, LLC | 1.23% | Reduce -22.3% | 12,544 | $1.2M |
| TSG Advice Partners, LLC | 0.18% | Reduce -0.1% | 12,450 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +1.2% | 12,406 | $1.2M |
| Arcadia Wealth Management, LLC | 0.44% | Reduce -1.2% | 12,324 | $1.2M |
| Interchange Capital Partners, LLC | 0.38% | Add +6.6% | 14,936 | $1.2M |
| Sunesis Advisors, LLC | 0.54% | No change | 12,221 | $1.2M |
| Ayalon Insurance Comp Ltd. | 0.24% | No change | 12,122 | $1.2M |
| TIAA Wealth Investment Management LLC | 0.01% | — | 12,581 | $1.2M |
| CV Advisors LLC | 0.32% | No change | 12,035 | $1.2M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -12.1% | 11,975 | $1.2M |
| Brio Consultants, LLC | 0.14% | Reduce -4.0% | 10,305 | $1.2M |
| Wells Financial Advisors INC | 5.33% | Reduce -45.3% | 11,965 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -4.7% | 11,920 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +5.8% | 11,885 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | Add +21.3% | 11,828 | $1.2M |
| Centerpoint Advisors, LLC | 0.38% | Reduce -1.9% | 11,783 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.21% | Add +0.0% | 11,779 | $1.2M |
| Uptick Partners, LLC | 0.23% | Add +67.7% | 11,764 | $1.2M |
| Waldron Private Wealth LLC | 0.04% | Reduce -3.7% | 11,696 | $1.1M |
| Tilson Financial Group, Inc. | 0.34% | Reduce -0.9% | 11,643 | $1.1M |
| AdvisorNet Financial, Inc | 0.06% | Add +10.3% | 11,616 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +5.3% | 11,616 | $1.1M |
| Claris Financial LLC | 0.62% | Reduce -4.4% | 11,491 | $1.1M |
| Bay Capital Advisors, LLC | 0.69% | Reduce -0.9% | 11,481 | $1.1M |
| Twelve Points Wealth Management LLC | 0.25% | Reduce -2.2% | 11,457 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +24.8% | 11,393 | $1.1M |
| PMG Wealth Management, Inc. | 0.80% | Reduce -0.3% | 11,370 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -91.1% | 11,343 | $1.1M |
| Laurel Wealth Advisors LLC | 0.11% | Add +1.5% | 9,422 | $1.1M |
| SFG Wealth Management, LLC. | 0.45% | Add +10.7% | 11,247 | $1.1M |
| PFG Advisors | 0.05% | Reduce -37.3% | 11,175 | $1.1M |
| Advus Financial Partners, LLC | 0.27% | No change | 11,158 | $1.1M |
| Sherman Wealth Management LLC | 0.93% | Add +1.5% | 11,068 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +6.1% | 11,063 | $1.1M |
| Confluence Wealth Services, Inc. | 0.04% | Add +5.5% | 11,043 | $1.1M |
| MY Wealth Management Inc. | 1.04% | Add +7.1% | 13,340 | $1.1M |
| Sei Investments Co. | 0.00% | Add +61.4% | 10,890 | $1.1M |
| Altman Advisors, Inc. | 0.44% | Reduce -8.5% | 84,595 | $1.1M |
| Texas Yale Capital Corp. | 0.03% | Add +22.8% | 10,789 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Reduce -8.0% | 10,714 | $1.0M |
| Certified Advisory Corp | 0.09% | Add +1.1% | 10,682 | $1.0M |
| GGM Financial LLC | 0.48% | Add +1.4% | 10,601 | $1.0M |
| Lantz Financial LLC | 0.21% | No change | 10,577 | $1.0M |
| DGS Capital Management, LLC | 0.17% | Reduce -0.6% | 10,549 | $1.0M |
| Legacy Edge Advisors, LLC | 0.11% | Add +1.8% | 10,432 | $1.0M |
| Potentia Wealth | 0.39% | Reduce -6.5% | 10,406 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Add +12.6% | 10,380 | $1.0M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -3.1% | 10,360 | $1.0M |
| BankPlus Trust Department | 0.27% | No change | 10,289 | $1.0M |
| Wealth Enhancement Trust Services, Inc. | 0.12% | Reduce -1.7% | 10,245 | $1.0M |
| Spire Wealth Management | 0.03% | Reduce -13.3% | 10,222 | $1.0M |
| Kintra Wealth, LLC | 0.07% | New | 10,176 | $996K |
| Arlington Trust Co LLC | 0.09% | No change | 10,166 | $995K |
| FC Advisory LLC | 0.29% | Add +4.6% | 10,137 | $993K |
| Mather Group, Llc. | 0.01% | Add +2.7% | 10,099 | $989K |
| Sovereign Financial Group, Inc. | 0.17% | No change | 10,072 | $986K |
| Wallace Advisory Group, LLC | 1.03% | Reduce -8.3% | 9,868 | $966K |
| Plante Moran Financial Advisors, LLC | 0.06% | Reduce -2.2% | 9,859 | $965K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -27.4% | 9,839 | $963K |
| Fingerlakes Wealth Management, Inc. | 0.64% | Reduce -6.4% | 9,799 | $959K |
| True Blue Financial, LLC | 0.75% | Add +23.9% | 9,781 | $958K |
| Prosperity Planning, Inc. | 0.34% | Reduce -0.2% | 9,697 | $949K |
| D.A. Davidson & Co. | 0.01% | Add +3.1% | 9,668 | $947K |
| Retirement Planning Group, LLC | 0.03% | Add +0.3% | 9,631 | $943K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 9,579 | $938K |
| John W. Brooker & Co., CPAs | 1.48% | Add +0.4% | 9,566 | $937K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -16.8% | 9,522 | $932K |
| Capital Management Associates, Inc | 0.21% | Add +5.0% | 9,482 | $928K |
| Drive Wealth Management, LLC | 0.19% | Reduce -3.8% | 9,428 | $923K |
| FreeGulliver LLC | 0.39% | Reduce -19.3% | 9,347 | $915K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 9,279 | $908K |
| Fortis Capital Advisors, LLC | 0.12% | New | 9,227 | $903K |
| Creative Financial Designs Inc. | 0.05% | Add +29.9% | 9,204 | $901K |
| Secured Retirement Advisors, LLC | 0.51% | Reduce -0.2% | 9,173 | $898K |
| Gryphon Financial Partners LLC | 0.09% | Reduce -33.1% | 9,162 | $897K |
| Elser Financial Planning, Inc | 0.04% | New | 1,377 | $895K |
| Rosenblum Silverman Sutton S F Inc. | 0.23% | Add +11.0% | 9,070 | $888K |
| Integrity Advisory Solutions, LLC | 0.12% | Reduce -1.1% | 9,029 | $884K |
| Dahring | Cusmano LLC | 0.54% | Add +0.4% | 8,981 | $879K |
| Vanguard National Trust Co | 0.05% | — | 8,890 | $870K |
| First Trust Advisors LP | 0.00% | Reduce -3.2% | 8,883 | $870K |
| Orin Green Financial, LLC | 0.36% | No change | 8,861 | $868K |
| Pinion Investment Advisors, LLC | 0.20% | Reduce -9.0% | 8,858 | $867K |
| Schrum Private Wealth Management LLC | 0.66% | Reduce -1.6% | 8,802 | $862K |
| Protective Life Corp. | 2.84% | New | 8,716 | $853K |
| Accredited Investors Inc. | 0.05% | New | 8,680 | $850K |
| Advisor Resource Council | 0.34% | Add +10.0% | 8,658 | $848K |
| Core Wealth Advisors, LLC | 0.65% | Reduce -2.4% | 8,590 | $841K |
| Essex Financial Services, Inc. | 0.05% | Reduce -11.6% | 8,519 | $834K |
| Americana Partners, LLC | 0.02% | No change | 8,415 | $824K |
| NewEdge Wealth, LLC | 0.01% | Add +4.2% | 8,382 | $821K |
| Vise Technologies, Inc. | 0.02% | No change | 7,654 | $817K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -21.1% | 8,277 | $810K |
| Ballast Rock Private Wealth LLC | 0.44% | Add +0.1% | 8,184 | $801K |
| Willner & Heller, LLC | 0.60% | Reduce -4.2% | 8,174 | $800K |
| Global Financial Private Client, LLC | 0.26% | Add +29.1% | 8,132 | $796K |
| Capital Investment Advisors, LLC | 0.01% | Add +13.2% | 8,084 | $791K |
| Monetary Solutions, Ltd | 0.76% | Add +3.1% | 8,074 | $791K |
| Level Four Advisory Services, LLC | 0.03% | Add +14.5% | 8,043 | $788K |
| Prospera Financial Services Inc | 0.01% | Add +0.8% | 8,033 | $787K |
| GeoWealth Management, LLC | 0.03% | Add +53.5% | 7,920 | $775K |
| First National Bank of Omaha | 0.02% | Reduce -1.9% | 7,918 | $775K |
| PKS Advisory Services, LLC | 0.18% | Add +9.6% | 7,773 | $774K |
| Fiduciary Trust Co | 0.01% | Reduce -18.4% | 7,849 | $768K |
| Stephens Inc. | 0.01% | Add +3.7% | 7,846 | $768K |
| Shulman DeMeo Asset Management LLC | 0.16% | New | 7,826 | $766K |
| Founders Financial Alliance, LLC | 0.13% | Add +1.6% | 7,577 | $742K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -0.1% | 7,558 | $740K |
| 55 North Private Wealth, LLC | 0.19% | New | 7,538 | $738K |
| Wallington Asset Management, LLC | 0.10% | Add +3.7% | 7,500 | $734K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -3.0% | 7,472 | $732K |
| MOR Wealth Management, LLC | 0.34% | Add +237.6% | 7,460 | $730K |
| Triad Wealth Partners, LLC | 0.06% | Reduce -3.1% | 7,448 | $729K |
| FSB Premier Wealth Management, Inc. | 0.23% | Add +16.3% | 7,437 | $728K |
| 626 Financial, LLC | 0.33% | Reduce -2.4% | 7,424 | $727K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.1% | 7,383 | $723K |
| Oregon Pacific Wealth Management, LLC | 0.75% | Add +9.0% | 7,364 | $721K |
| Angeles Wealth Management, LLC | 0.04% | No change | 7,354 | $720K |
| Focus Financial Network, Inc. | 0.03% | Reduce -12.2% | 7,339 | $719K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -26.9% | 7,323 | $717K |
| Go Invest LLC | 0.20% | Add +5.4% | 7,255 | $710K |
| KM Capital Management Ltd. | 0.47% | Reduce -58.2% | 5,931 | $705K |
| Principle Wealth Partners LLC | 0.04% | No change | 7,176 | $703K |
| Solutions 4 Wealth, Ltd | 1.05% | Reduce -0.6% | 7,118 | $697K |
| McClarren Financial Advisors, Inc. | 0.41% | Add +88.1% | 7,104 | $696K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +176.3% | 7,085 | $694K |
| Diversified Enterprises, LLC | 0.04% | Add +0.2% | 7,075 | $693K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -10.3% | 7,051 | $690K |
| Ellevest, Inc. | 0.10% | Reduce -1.4% | 7,041 | $689K |
| Flagship Private Wealth, LLC | 0.28% | Add +6.7% | 7,036 | $689K |
| Integrated Advisors Network LLC | 0.04% | Reduce -16.4% | 6,981 | $683K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -51.6% | 6,975 | $683K |
| 4WEALTH Advisors, Inc. | 0.58% | Reduce -3.3% | 7,235 | $681K |
| Midwest Trust Co | 0.01% | Reduce -0.8% | 6,937 | $679K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -2.7% | 6,915 | $677K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.8% | 6,898 | $675K |
| Wick Capital Partners, LLC | 0.12% | No change | 8,753 | $670K |
| Patten & Patten Inc. | 0.04% | New | 6,813 | $667K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Reduce -20.8% | 6,698 | $656K |
| Fulton Bank, N.A. | 0.02% | No change | 6,607 | $647K |
| Root Financial Partners, LLC | 0.03% | Reduce -1.5% | 6,606 | $647K |
| Greenleaf Trust | 0.01% | No change | 6,592 | $645K |
| Redwood Financial Network Corp | 0.42% | Add +9.7% | 6,587 | $645K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.3% | 6,547 | $641K |
| Kingsbury Capital Investment Advisors LLC | 0.60% | — | 6,543 | $641K |
| Valpey Financial Services, LLC | 0.41% | Add +0.1% | 6,466 | $633K |
| Richmond Investment Services, LLC | 0.10% | Reduce -9.0% | 6,455 | $632K |
| Selby Wealth Management, LLC | 0.25% | No change | 6,443 | $631K |
| Hibernia Wealth Partners, LLC | 0.19% | New | 6,414 | $628K |
| FFT Wealth Management LLC | 0.11% | Add +0.1% | 6,352 | $622K |
| Impact Partnership Wealth, LLC | 0.08% | Reduce -25.3% | 6,302 | $617K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 6,239 | $611K |
| First Horizon Corp. | 0.03% | Reduce -6.0% | 6,233 | $610K |
| Forefront Wealth Partners, LLC | 0.25% | Add +15.2% | 6,215 | $609K |
| Crescent Sterling, Ltd. | 0.59% | Reduce -1.6% | 6,205 | $608K |
| Community Bank, N.A. | 0.07% | No change | 6,202 | $607K |
| TFR Capital, LLC. | 0.19% | Reduce -15.8% | 6,170 | $604K |
| Linscomb Wealth, Inc. | 0.03% | Add +0.2% | 6,158 | $603K |
| Ballentine Partners, LLC | 0.01% | Reduce -3.4% | 6,148 | $602K |
| Mach-1 Financial Group, LLC | 0.21% | Reduce -21.3% | 6,126 | $600K |
| Beacon Bank & Trust | 0.12% | Reduce -13.8% | 6,106 | $598K |
| Cadia Private Client LLC | 0.48% | Add +72.6% | 6,100 | $597K |
| Montz Harcus Wealth Management LLC | 0.24% | Add +56.7% | 6,046 | $592K |
| Innovative Wealth Building LLC | 0.42% | Reduce -0.2% | 6,038 | $591K |
| Tandem Capital Management Corp. | 0.30% | Add +1.0% | 6,035 | $591K |
| Intellectus Partners, LLC | 0.12% | No change | 6,019 | $589K |
| Leigh Baldwin & Co., LLC | 0.38% | Reduce -1.7% | 6,012 | $589K |
| Indivisible Partners | 0.05% | Reduce -14.5% | 6,011 | $589K |
| Black Diamond Financial, LLC | 0.06% | Add +82.2% | 5,963 | $584K |
| One Charles Private Wealth Services, LLC | 0.15% | Reduce -3.5% | 5,943 | $582K |
| Jacobi Capital Management LLC | 0.03% | No change | 5,875 | $575K |
| Realta Investment Advisors | 0.20% | Add +4.4% | 5,872 | $575K |
| Arax Advisory Partners | 0.02% | Reduce -18.2% | 5,871 | $575K |
| Flputnam Investment Management Co. | 0.01% | Add +10.9% | 5,865 | $574K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.3% | 5,838 | $572K |
| Tucker Asset Management LLC | 0.17% | Reduce -0.7% | 5,814 | $569K |
| SteelPeak Wealth, LLC | 0.02% | Add +8.2% | 5,814 | $569K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -5.9% | 5,811 | $569K |
| SmartHarvest Portfolios, LLC | 0.24% | Add +1.7% | 5,804 | $568K |
| Perryman Financial Advisory Inc. | 0.08% | Add +1.4% | 5,772 | $565K |
| Fox Financial, Inc | 0.46% | Reduce -1.7% | 5,762 | $564K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -0.6% | 5,745 | $562K |
| JMN Financial LLC | 0.55% | No change | 5,722 | $560K |
| APS Management Group, Inc. | 0.48% | Reduce -0.7% | 5,675 | $556K |
| Sharkey, Howes & Javer | 0.07% | Reduce -19.2% | 5,661 | $554K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -55.8% | 5,649 | $553K |
| Concorde Asset Management, LLC | 0.27% | Reduce -8.2% | 5,634 | $552K |
| Hiley Hunt Wealth Management | 0.24% | Add +0.0% | 5,627 | $551K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +65.6% | 5,568 | $545K |
| PGIM Custom Harvest LLC | 0.01% | Add +6.0% | 5,564 | $545K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.9% | 5,537 | $542K |
| Kwmg, LLC | 0.05% | New | 5,520 | $540K |
| Ruggiero Investments, Inc. | 0.52% | Reduce -3.5% | 5,514 | $540K |
| Cassilly Financial Group LLC | 0.47% | Add +24.4% | 5,491 | $538K |
| Northeast Planning Associates, Inc. / NH / | 0.36% | Reduce -0.9% | 5,487 | $537K |
| Csenge Advisory Group | 0.02% | Reduce -24.0% | 5,484 | $537K |
| ProVise Management Group, LLC | 0.04% | No change | 5,432 | $532K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -99.5% | 5,426 | $531K |
| Breakthru Advisory Services, LLC | 0.85% | No change | 5,395 | $528K |
| Somerset Trust Co | 0.16% | Reduce -2.5% | 5,394 | $528K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.5% | 5,383 | $527K |
| SHP Wealth Management | 0.04% | Reduce -27.9% | 5,374 | $526K |
| McDonough Capital Management, Inc | 0.29% | No change | 5,356 | $524K |
| 49 Wealth Management, LLC | 0.04% | Reduce -1.0% | 5,327 | $522K |
| Waterway Wealth Management, LLC | 0.12% | New | 5,318 | $521K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -5.6% | 5,279 | $517K |
| Stegent Equity Advisors, Inc. | 0.44% | Reduce -78.3% | 5,276 | $517K |
| Wealthgarden F.S. LLC | 0.35% | No change | 5,251 | $514K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Add +11.7% | 5,248 | $514K |
| Haverford Trust Co | 0.00% | Add +8.8% | 5,184 | $508K |
| Juncture Wealth Strategies, LLC | 0.17% | Reduce -16.1% | 5,181 | $507K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -6.6% | 4,858 | $506K |
| Clark Asset Management, LLC | 0.05% | Add +92.5% | 5,169 | $506K |
| Guardsman Private Capital Management, Inc. | 0.39% | No change | 5,117 | $501K |
| Kropog Financial Group, LLC | 0.41% | No change | 5,099 | $499K |
| Vanguard Advisers Inc. | 0.00% | — | 5,087 | $498K |
| Ebert Capital Management Inc. | 0.51% | No change | 5,075 | $497K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +5.0% | 5,054 | $495K |
| Fisher Asset Management | 0.00% | Add +46.3% | 5,027 | $492K |
| Nwam LLC | 0.03% | Add +18.0% | 5,021 | $492K |
| Sherman Asset Management, Inc. | 0.45% | Add +47.4% | 4,973 | $487K |
| URS Advisory LLC | 0.36% | Add +6.0% | 4,972 | $487K |
| Leo Wealth, LLC | 0.04% | Add +50.2% | 4,963 | $486K |
| Samalin Investment Counsel, LLC | 0.17% | Add +0.1% | 4,963 | $486K |
| National Bank of Canada | 0.00% | Add +140.8% | 4,914 | $481K |
| Virtue Capital Management, LLC | 0.07% | Reduce -55.0% | 5,076 | $477K |
| Wedmont Private Capital | 0.02% | Add +0.0% | 4,602 | $475K |
| JT Stratford LLC | 0.06% | Add +1.0% | 4,844 | $474K |
| Daymark Wealth Partners, LLC | 0.01% | Add +6.8% | 4,813 | $471K |
| AMG National Trust Bank | 0.01% | No change | 4,800 | $470K |
| Arrow Financial Corp | 0.05% | Reduce -1.0% | 4,792 | $469K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,788 | $469K |
| Compound Planning, Inc. | 0.01% | Reduce -49.2% | 4,787 | $469K |
| Fusion Capital, LLC | 0.13% | Add +0.1% | 4,752 | $465K |
| Vawter Financial, Ltd. | 0.19% | Reduce -14.1% | 4,699 | $460K |
| Coordinated Financial Services, Inc. | 0.27% | Reduce -29.1% | 4,683 | $458K |
| Sovran Advisors, LLC | 0.04% | Reduce -9.0% | 4,041 | $454K |
| Daviman Financial, LLC | 0.27% | Add +0.0% | 4,602 | $451K |
| Tactive Advisors, LLC | 0.13% | No change | 4,600 | $450K |
| Stiles Financial Services Inc | 0.14% | Add +12.0% | 4,571 | $448K |
| Aviso Wealth Management | 0.20% | Reduce -10.6% | 4,419 | $433K |
| TCP Asset Management, LLC | 0.06% | Reduce -1.1% | 4,418 | $433K |
| Paladin Advisory Group, LLC | 0.33% | Reduce -5.8% | 4,373 | $428K |
| RMR Wealth Builders | 0.03% | Reduce -25.7% | 4,355 | $426K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.8% | 4,326 | $424K |
| WJ Wealth Management, LLC | 0.20% | Reduce -0.0% | 4,324 | $423K |
| Empower Advisory Group, LLC | 0.00% | Reduce -6.8% | 4,243 | $415K |
| RBA Wealth Management, LLC | 0.15% | Add +2.8% | 4,226 | $414K |
| Facet Wealth, Inc. | 0.01% | Add +62.9% | 4,220 | $413K |
| Ashton Thomas Securities, LLC | 0.05% | New | 4,192 | $410K |
| Dravo Bay LLC | 0.17% | Add +15.8% | 4,185 | $410K |
| Copley Financial Group, Inc. | 0.25% | Reduce -0.4% | 4,183 | $410K |
| Tevis Investment Management | 0.23% | Add +27.2% | 4,150 | $406K |
| LWM Advisory Services, LLC | 0.43% | Reduce -74.3% | 4,146 | $406K |
| Stewardship Concepts Financial Services LLC | 0.32% | Reduce -66.8% | 4,140 | $405K |
| Silverlake Wealth Management LLC | 0.09% | Reduce -25.2% | 4,130 | $404K |
| LVW Advisors, LLC | 0.04% | No change | 4,104 | $402K |
| Accel Wealth Management | 0.10% | Reduce -5.3% | 4,103 | $402K |
| KCM Investment Advisors LLC | 0.01% | Add +109.5% | 4,100 | $401K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -9.4% | 4,067 | $398K |
| Sonata Capital Group Inc. | 0.15% | No change | 4,061 | $398K |
| Abbot Financial Management, Inc. | 0.17% | No change | 4,050 | $397K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -17.9% | 4,045 | $396K |
| Old Mission Investment Co LLC | 0.09% | Reduce -19.9% | 4,037 | $395K |
| IFS Group,LLC | 0.35% | — | 4,032 | $395K |
| Neuberger Berman Group LLC | 0.00% | Reduce -11.9% | 4,024 | $394K |
| Rockline Wealth Management, LLC | 0.09% | Reduce -6.6% | 4,018 | $393K |
| Mayfair Advisory Group, LLC | 0.14% | Add +15.5% | 4,017 | $393K |
| Eagle Global Advisors LLC | 0.01% | Reduce -0.3% | 4,010 | $393K |
| Delta Capital Management LLC | 0.22% | No change | 4,000 | $392K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,980 | $390K |
| FWG Investments, LLC. | 0.25% | Add +0.1% | 3,975 | $389K |
| ETF Store, Inc. | 0.38% | Add +0.1% | 3,969 | $389K |
| Cornerstone Financial Group, LLC | 0.25% | Reduce -1.2% | 3,418 | $386K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | No change | 3,946 | $386K |
| POM Investment Strategies, LLC | 0.48% | Reduce -97.1% | 3,944 | $386K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -3.0% | 3,942 | $386K |
| DUTCH ASSET Corp | 0.26% | Add +12.9% | 3,925 | $384K |
| Brian Low Financial Group, LLC | 0.26% | No change | 3,917 | $383K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +5.4% | 3,914 | $383K |
| Financial Management Network Inc. | 0.06% | Reduce -5.4% | 3,673 | $382K |
| AlphaCore Capital LLC | 0.01% | Reduce -58.9% | 3,892 | $381K |
| New Covenant Trust Company, N.A. | 0.34% | No change | 3,869 | $379K |
| Main Street Financial Solutions, LLC | 0.03% | Add +87.4% | 3,860 | $378K |
| LifeGoal Investments, LLC | 0.21% | No change | 3,775 | $374K |
| Moors & Cabot, Inc. | 0.02% | Reduce -56.3% | 3,824 | $374K |
| Keebeck Wealth Management | 0.04% | No change | 3,808 | $373K |
| Laurel Oak Wealth Management, LLC | 0.06% | Add +1.1% | 3,790 | $371K |
| Purkiss Capital Advisors LLC | 0.16% | Add +60.5% | 3,779 | $370K |
| Warren Street Wealth Advisors, LLC | 0.09% | Add +16.8% | 3,765 | $369K |
| Prostatis Group LLC | 0.09% | Reduce -15.4% | 3,760 | $368K |
| GAMCO Investors | 0.00% | No change | 3,750 | $367K |
| Centurion Wealth Management LLC | 0.08% | Reduce -1.7% | 3,748 | $367K |
| Keener Financial Planning LLC | 0.15% | No change | 3,744 | $366K |
| Amara Financial, Llc. | 0.25% | Add +0.8% | 3,726 | $365K |
| Maridea Wealth Management LLC | 0.05% | Add +4.3% | 3,673 | $360K |
| Saxony Capital Management, LLC | 0.21% | New | 3,672 | $360K |
| KPP Advisory Services LLC | 0.05% | New | 3,669 | $359K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,659 | $358K |
| NWF Advisory Services Inc. | 0.04% | New | 3,647 | $357K |
| EJMK Ventures LLC | 0.20% | No change | 3,582 | $351K |
| Crown Wealth Group, LLC | 0.10% | Add +6.6% | 3,551 | $348K |
| Benson Wealth Management INC | 0.47% | Add +3.2% | 3,541 | $347K |
| SMART Wealth LLC | 0.10% | Add +0.8% | 3,536 | $346K |
| DV Trading LLC | 0.03% | Add +12.9% | 3,500 | $343K |
| Ironwood Financial, llc | 0.06% | Add +0.6% | 3,497 | $342K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.0% | 3,495 | $342K |
| Condor Capital Management | 0.03% | Reduce -0.7% | 3,487 | $341K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,481 | $341K |
| Zacks Investment Management | 0.00% | New | 3,468 | $340K |
| Topsail Wealth Management, LLC | 0.05% | No change | 3,464 | $339K |
| Bogart Wealth, LLC | 0.01% | Add +14.9% | 3,447 | $337K |
| Snider Financial Group | 0.10% | Add +2.5% | 3,433 | $336K |
| Madden Advisory Services, Inc. | 0.13% | No change | 3,433 | $336K |
| ABLE Financial Group, LLC | 0.07% | Reduce -73.3% | 3,415 | $334K |
| Mustard Seed Financial, LLC | 0.20% | Add +9.8% | 3,412 | $334K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +21.1% | 3,398 | $333K |
| Everstar Asset Management, LLC | 0.18% | Reduce -17.5% | 3,368 | $330K |
| Cahaba Wealth Management, Inc. | 0.02% | Reduce -7.0% | 3,365 | $329K |
| Trinity Wealth Management, LLC | 0.12% | Add +29.4% | 3,357 | $329K |
| Sepio Capital, LP | 0.02% | No change | 3,350 | $328K |
| Compass Capital Corp. /Ma/ | 0.12% | Reduce -80.2% | 2,814 | $327K |
| Ballast, Inc. | 0.08% | Add +3.3% | 3,328 | $326K |
| Evanson Asset Management, LLC | 0.02% | Add +27.2% | 3,313 | $324K |
| Apeiron RIA LLC | 0.08% | Add +0.1% | 3,311 | $324K |
| Rwa Wealth Partners, LLC | 0.00% | Add +21.1% | 3,308 | $324K |
| Maripau Wealth Management LLC | 0.14% | Add +1.3% | 3,303 | $323K |
| Fiduciary Group, LLC | 0.03% | Add +5.3% | 3,273 | $320K |
| Talisman Wealth Advisors LLC | 0.26% | Reduce -10.5% | 4,182 | $320K |
| J. Derek Lewis & Associates Inc. | 0.07% | Add +1.0% | 3,247 | $318K |
| Matauro, LLC | 0.05% | Reduce -65.3% | 3,236 | $317K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 3,231 | $316K |
| Drucker Wealth 3.0, LLC | 0.06% | No change | 3,218 | $315K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -87.9% | 3,327 | $313K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.3% | 3,194 | $313K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +1.9% | 3,187 | $312K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.0% | 3,179 | $311K |
| Entelevest, LLC | 0.32% | Reduce -62.0% | 3,178 | $311K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -16.2% | 3,172 | $311K |
| DAVENPORT & Co LLC | 0.00% | Add +5.9% | 3,164 | $310K |
| Edgestream Partners, L.P. | 0.01% | Reduce -45.6% | 3,150 | $308K |
| QRG Capital Management, Inc. | 0.00% | Reduce -20.1% | 3,146 | $308K |
| Gilpin Wealth Management, LLC | 0.24% | Add +2.7% | 3,135 | $307K |
| Post Resch Tallon Group Inc. | 0.25% | Add +0.3% | 3,054 | $303K |
| Investment Advisory Services Group LLC | 0.26% | Add +0.1% | 3,087 | $302K |
| Key Capital Management, INC | 0.20% | Add +728.2% | 3,081 | $302K |
| Solano Wealth Investment Advisors LLC | 0.15% | No change | 3,080 | $302K |
| Financial Security Advisor, Inc. | 0.06% | Add +0.1% | 3,068 | $300K |
| ATX Financial Planning, LLC | 0.23% | Reduce -65.4% | 3,050 | $299K |
| Matrix Asset Advisors Inc. | 0.03% | Add +1.6% | 3,047 | $298K |
| Simon Quick Advisors, LLC | 0.01% | No change | 3,044 | $298K |
| Warner Financial, Inc. | 0.10% | Add +0.1% | 3,048 | $298K |
| Parallel Advisors, LLC | 0.01% | Reduce -23.1% | 3,033 | $297K |
| Choate Investment Advisors | 0.01% | No change | 3,033 | $297K |
| Serenity Investment Advisors | 0.14% | New | 2,501 | $296K |
| Valued Retirements, Inc. | 0.29% | No change | 3,004 | $294K |
| Ascentis Wealth Management, LLC | 0.06% | Add +13.7% | 2,996 | $293K |
| Hilltop Holdings Inc. | 0.03% | Reduce -67.2% | 2,985 | $292K |
| Reyes Financial Architecture, Inc. | 0.24% | No change | 2,983 | $292K |
| ZEGA Investments, LLC | 0.05% | Add +7.6% | 2,946 | $288K |
| Peak Asset Management, LLC | 0.05% | No change | 2,940 | $288K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -11.9% | 2,933 | $287K |
| Laraway Financial Advisors Inc | 0.20% | Reduce -1.2% | 2,925 | $286K |
| Plimoth Trust Co. LLC | 0.06% | Add +3.0% | 2,911 | $285K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -4.9% | 2,898 | $284K |
| Detalus Advisors, LLC | 0.06% | Add +27.6% | 2,878 | $282K |
| Manske Wealth Management | 0.08% | No change | 2,875 | $281K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -30.5% | 2,866 | $281K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -4.1% | 2,860 | $280K |
| Second Line Capital, LLC | 0.05% | Add +3.3% | 2,488 | $280K |
| Gradient Investments LLC | 0.00% | New | 2,853 | $279K |
| Choreo, LLC | 0.00% | Add +1.0% | 2,836 | $278K |
| Elevation Advisory Partners LLC | 0.26% | — | 2,549 | $277K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,824 | $276K |
| Olistico Wealth, LLC | 0.14% | Reduce -10.3% | 2,821 | $276K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $275K |
| Retirement Solution LLC | 0.06% | Add +0.1% | 2,788 | $273K |
| Old Second National Bank of Aurora | 0.06% | Reduce -1.4% | 2,784 | $273K |
| Gill Capital Partners, LLC | 0.08% | No change | 2,777 | $272K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $271K |
| Stratos Investment Management, LLC | 0.01% | Add +35.6% | 2,759 | $270K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $270K |
| Ground Swell Capital, LLC | 0.56% | New | 2,756 | $270K |
| Ballast Advisors LLC | 0.08% | Reduce -0.8% | 2,753 | $270K |
| Infinity Wealth Counsel, LLC | 0.25% | No change | 2,750 | $269K |
| Up Capital Management, Inc. | 0.30% | Add +0.1% | 2,744 | $269K |
| SageView Advisory Group, LLC | 0.01% | Reduce -5.5% | 2,742 | $268K |
| Zinnia Wealth Advisory, LLC | 0.30% | Reduce -10.2% | 2,733 | $268K |
| Grantvest Financial Group LLC | 0.17% | Reduce -11.4% | 2,726 | $267K |
| StoneX Group Inc. | 0.01% | Reduce -1.3% | 2,723 | $267K |
| RS Crum Inc. | 0.05% | No change | 2,723 | $267K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -21.8% | 2,721 | $266K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -20.7% | 2,712 | $266K |
| Blue Zone Wealth Advisors, LLC | 0.05% | No change | 2,703 | $265K |
| Wesbanco Bank Inc. | 0.01% | New | 2,436 | $264K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +1.5% | 2,698 | $264K |
| Novem Group | 0.03% | Reduce -8.0% | 2,697 | $264K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 2,694 | $264K |
| GAMMA Investing LLC | 0.01% | Add +5.4% | 2,694 | $264K |
| MLP3, LLC | 0.29% | Add +31.2% | 2,693 | $264K |
| Maltin Wealth Management, Inc. | 0.10% | Reduce -8.4% | 2,664 | $261K |
| LRI Investments, LLC | 0.02% | No change | 2,647 | $259K |
| Falcon Wealth Planning | 0.02% | Reduce -3.9% | 2,642 | $259K |
| von Borstel & Associates, Inc. | 0.06% | Add +0.0% | 2,630 | $257K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $255K |
| TCFG Wealth Management, LLC | 0.10% | New | 2,591 | $254K |
| TCFG Investment Advisors, LLC | 0.10% | — | 2,591 | $254K |
| Sound Income Strategies, LLC | 0.01% | Add +14.4% | 2,556 | $254K |
| First Citizens Financial Corp | 0.12% | No change | 2,571 | $252K |
| Smith, Moore & Co. | 0.02% | Add +2.2% | 2,565 | $251K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -2.6% | 2,556 | $250K |
| Cibc World Market Inc. | 0.00% | Add +10.8% | 2,553 | $250K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,541 | $249K |
| Lane Brothers & Co. Inc. | 0.18% | Reduce -8.8% | 2,533 | $248K |
| Sequent Planning LLC | 0.06% | Add +17.4% | 2,526 | $247K |
| Northbridge Financial Group, LLC | 0.11% | Reduce -32.1% | 2,332 | $247K |
| Mainsail Asset Management, LLC | 0.11% | No change | 2,516 | $246K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +0.4% | 2,512 | $246K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.7% | 2,508 | $246K |
| Xcel Wealth Management, LLC | 0.07% | Add +13.1% | 2,480 | $243K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.5% | 2,475 | $242K |
| Goepper Burkhardt LLC | 0.08% | Reduce -0.8% | 2,470 | $242K |
| Accretive Wealth Partners, LLC | 0.07% | New | 2,469 | $242K |
| TD Private Client Wealth LLC | 0.01% | Reduce -9.5% | 2,467 | $242K |
| Colonial Trust Co / SC | 0.03% | Reduce -4.4% | 2,447 | $240K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Reduce -35.0% | 2,446 | $239K |
| Caliber Wealth Management, LLC / KS | 0.03% | No change | 2,444 | $239K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 2,436 | $239K |
| Aegis Wealth Management, Inc. | 0.19% | Reduce -58.4% | 2,431 | $238K |
| Signature Wealth Management Partners, LLC | 0.12% | Add +0.0% | 2,429 | $238K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,410 | $236K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,209 | $236K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 2,398 | $235K |
| Red Door Wealth Management, LLC | 0.02% | Add +15.2% | 2,386 | $234K |
| Evoke Wealth, LLC | 0.00% | Add +16.9% | 2,377 | $233K |
| DRW Securities, LLC | 0.01% | Reduce -84.0% | 2,368 | $232K |
| Bragg Financial Advisors, Inc | 0.01% | New | 2,366 | $232K |
| Discipline Wealth Solutions, LLC | 0.02% | Reduce -7.1% | 2,344 | $230K |
| Calamos Advisors LLC | 0.00% | No change | 2,326 | $228K |
| Blue Trust, Inc. | 0.00% | Reduce -4.1% | 2,323 | $227K |
| Carroll Advisory Group, LLC | 0.09% | Reduce -38.2% | 2,303 | $225K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -20.9% | 2,289 | $224K |
| Roman Butler Fullerton & Co. | 0.06% | Reduce -8.9% | 2,169 | $224K |
| WNY Asset Management, LLC | 0.02% | — | 2,285 | $224K |
| Balboa Wealth Partners | 0.04% | No change | 2,260 | $221K |
| Westside Investment Management, Inc. | 0.03% | Add +25.0% | 2,219 | $220K |
| O'ROURKE & COMPANY, Inc | 0.09% | Reduce -19.6% | 2,242 | $219K |
| Colonial River Investments, LLC | 0.08% | Reduce -49.2% | 2,237 | $219K |
| Financial Consulate, Inc. | 0.03% | Reduce -29.6% | 2,215 | $217K |
| Trueblood Wealth Management, LLC | 0.08% | Add +0.1% | 2,205 | $216K |
| MFA Wealth Services | 0.14% | Add +0.1% | 2,192 | $215K |
| Gemmer Asset Management LLC | 0.02% | Add +0.1% | 2,184 | $214K |
| Rossby Financial, LCC | 0.04% | Add +3481.7% | 2,149 | $213K |
| waypoint wealth counsel | 0.11% | No change | 2,177 | $213K |
| Altiora Financial Group, LLC | 0.03% | New | 2,158 | $211K |
| SageGuard Financial Group, LLC | 0.03% | Reduce -2.4% | 2,157 | $211K |
| Arq Wealth Advisors, LLC | 0.04% | No change | 2,152 | $211K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,148 | $210K |
| Financial & Tax Architects, LLC | 0.05% | Reduce -21.4% | 2,142 | $210K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,136 | $209K |
| Argent Trust Co | 0.01% | Reduce -11.8% | 2,113 | $207K |
| Jane Street Group, LLC | 0.00% | New | 2,113 | $207K |
| Bensler, LLC | 0.02% | Add +0.1% | 2,109 | $206K |
| Kovack Advisors, Inc. | 0.01% | Reduce -46.0% | 2,075 | $205K |
| Abound Wealth Management | 0.05% | Add +1.9% | 2,095 | $205K |
| Cornerstone Wealth Group, LLC | 0.01% | Reduce -96.5% | 1,867 | $205K |
| Central Valley Advisors, LLC | 0.06% | No change | 2,091 | $205K |
| North Star Asset Management Inc. | 0.01% | No change | 2,087 | $204K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,730 | $203K |
| Independence Bank of Kentucky | 0.03% | Add +40.7% | 2,075 | $203K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -18.0% | 2,072 | $203K |
| KLCM Advisors, Inc. | 0.02% | Add +8.8% | 2,073 | $203K |
| PUREfi Wealth, LLC | 0.13% | Reduce -12.3% | 2,058 | $201K |
| Parisi Gray Wealth Management | 0.05% | Add +3.4% | 2,044 | $200K |
| Peak Retirement Planning, Inc. | 0.04% | New | 2,044 | $200K |
| Heritage Investors Management Corp. | 0.01% | No change | 2,044 | $200K |
| Rothschild Investment LLC | 0.01% | Reduce -19.4% | 2,028 | $199K |
| Bullock Wealth Management Group | 0.10% | Add +0.1% | 1,982 | $197K |
| Bessemer Group Inc. | 0.00% | No change | 1,969 | $193K |
| Obsidian Cio, LLC | 0.17% | Add +27.2% | 1,962 | $192K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -32.9% | 1,905 | $187K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.2% | 1,883 | $184K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.1% | 1,865 | $183K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -64.2% | 1,855 | $182K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,780 | $174K |
| FAS Wealth Partners, Inc. | 0.01% | Add +7.4% | 1,711 | $168K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $167K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,600 | $157K |
| Costello Asset Management, INC | 0.05% | Add +87.7% | 1,595 | $156K |
| International Assets Investment Management, LLC | 0.01% | Reduce -11.0% | 1,568 | $156K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,574 | $154K |
| PlanVest Financial, Inc | 0.12% | — | 1,570 | $154K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $153K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $149K |
| Avion Wealth | 0.03% | Reduce -10.2% | 1,466 | $143K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,432 | $140K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,416 | $139K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 1,372 | $134K |
| Hantz Financial Services, Inc. | 0.00% | Add +439.1% | 1,364 | $134K |
| Clear Investment Research, LLC | 0.20% | New | 1,338 | $131K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 1,336 | $131K |
| Miller Capital Partners, Inc. | 0.06% | No change | 1,301 | $127K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 1,299 | $127K |
| Eastern Bank | 0.00% | Reduce -34.9% | 1,270 | $124K |
| CENTRAL TRUST Co | 0.00% | Add +1.7% | 1,248 | $122K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,245 | $122K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -3.9% | 1,223 | $120K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $116K |
| Provident Wealth Management, LLC | 0.03% | No change | 1,162 | $114K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -91.2% | 1,152 | $113K |
| Kingdom Financial Group LLC. | 0.03% | Reduce -22.7% | 1,152 | $113K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 1,150 | $113K |
| Acropolis Investment Management, LLC | 0.00% | New | 1,142 | $112K |
| City State Bank | 0.03% | No change | 1,098 | $108K |
| Napier Financial, LLC | 0.02% | New | 1,097 | $107K |
| Whittier Trust Co. | 0.00% | No change | 1,040 | $104K |
| Rowlandmiller & Partners.adv | 0.02% | No change | 1,043 | $102K |
| Canton Hathaway, LLC | 0.02% | Reduce -50.0% | 1,035 | $101K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 1,029 | $101K |
| Steph & Co. | 0.03% | Add +53.7% | 1,019 | $100K |
| NFSG Corp | 0.02% | Reduce -3.3% | 1,016 | $99K |
| Providence Capital Advisors, LLC | 0.02% | No change | 1,010 | $99K |
| Hamrick Investment Counsel, llc | 0.05% | Add +3233.3% | 1,000 | $98K |
| Winch Advisory Services, LLC | 0.02% | Add +3.5% | 978 | $96K |
| Manchester Capital Management LLC | 0.01% | No change | 970 | $95K |
| Evolution Wealth Management Inc. | 0.07% | No change | 933 | $91K |
| Cornerstone Planning Group LLC | 0.01% | Add +8.2% | 796 | $91K |
| Advisortrust Partners, LLC | 0.04% | New | 919 | $90K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 919 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.0% | 914 | $89K |
| Coston, McIsaac & Partners | 0.02% | No change | 885 | $86K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 864 | $85K |
| Crewe Advisors LLC | 0.01% | Reduce -36.0% | 850 | $83K |
| Goodman Advisory Group, LLC | 0.02% | Reduce -66.9% | 850 | $83K |
| Hickory Point Bank & Trust | 0.05% | New | 770 | $75K |
| Fairman Group, LLC | 0.06% | No change | 755 | $74K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 750 | $73K |
| Howe & Rusling Inc. | 0.00% | Reduce -38.0% | 750 | $73K |
| Caitlin John, LLC | 0.04% | Add +18.4% | 728 | $71K |
| Midwest Capital Advisors, LLC | 0.03% | No change | 716 | $70K |
| Ancora Advisors LLC | 0.00% | No change | 709 | $69K |
| Nova Wealth Management, Inc. | 0.04% | Reduce -22.5% | 704 | $69K |
| Gen-Wealth Partners Inc | 0.02% | No change | 700 | $69K |
| Frazier Financial Advisors, LLC | 0.04% | New | 697 | $68K |
| Grand Wealth Management, LLC | 0.03% | No change | 686 | $67K |
| Ameriflex Group, Inc. | 0.03% | No change | 680 | $67K |
| Investment Research & Advisory Group, Inc. | 0.02% | Add +1297.9% | 657 | $64K |
| Hughes Financial Services, LLC | 0.01% | No change | 651 | $64K |
| Trust Co | 0.01% | Add +103.4% | 651 | $64K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 648 | $63K |
| Meramec Financial Planners, LLC | 0.02% | No change | 555 | $61K |
| Heritage Wealth Advisors | 0.00% | Add +170.8% | 604 | $59K |
| Ascentis Independent Advisors | 0.00% | Reduce -78.9% | 598 | $59K |
| Premier Financial Group | 0.01% | No change | 580 | $58K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 579 | $57K |
| City Holding Co. | 0.01% | No change | 570 | $56K |
| MCF Advisors LLC | 0.00% | Add +13.1% | 552 | $54K |
| Strive Financial Group ,LLC | 0.03% | No change | 527 | $52K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.9% | 528 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.0% | 450 | $51K |
| Zions Bancorporation, National Association | 0.00% | New | 517 | $51K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.2% | 511 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -58.5% | 506 | $50K |
| Copia Wealth Management | 0.03% | Reduce -58.6% | 481 | $47K |
| Barclays PLC | 0.00% | New | 481 | $47K |
| Wellington Grp LLC | 0.01% | Reduce -45.8% | 475 | $47K |
| Leo H. Evart, Inc. | 0.04% | — | 459 | $45K |
| Global Trust Asset Management, LLC | 0.02% | No change | 452 | $44K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $44K |
| Security National Bank | 0.01% | No change | 443 | $43K |
| Accordant Advisory Group Inc | 0.03% | New | 431 | $42K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -97.9% | 399 | $39K |
| Barrett & Company, Inc. | 0.01% | No change | 395 | $39K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 385 | $38K |
| Archer Investment Corp | 0.01% | Add +527.9% | 383 | $38K |
| Tompkins Financial Corp. | 0.00% | No change | 380 | $37K |
| Evelyn Partners Asset Management Ltd | 0.01% | New | 361 | $35K |
| SJS Investment Consulting Inc. | 0.00% | No change | 339 | $33K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 312 | $31K |
| Wolff Wiese Magana LLC | 0.02% | No change | 307 | $30K |
| Spirit of America Management Corp. | 0.01% | No change | 278 | $29K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -4.2% | 300 | $29K |
| Southern Michigan Bank & Trust | 0.01% | — | 300 | $29K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 300 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $29K |
| HM Payson & Co. | 0.00% | Add +53.2% | 288 | $28K |
| CGC Financial Services, LLC | 0.01% | No change | 286 | $28K |
| Indiana Trust & Investment Management Co | 0.01% | New | 275 | $27K |
| Portfolio Resources Advisor Group, Inc. | 0.03% | Add +55.1% | 273 | $27K |
| Financial Life Planners | 0.02% | New | 271 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 270 | $26K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -16.6% | 252 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 250 | $24K |
| True Wealth Design, LLC | 0.01% | New | 247 | $24K |
| Rakuten Securities, Inc. | 0.01% | Reduce -34.4% | 242 | $24K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -41.3% | 232 | $23K |
| TFC Financial Management, Inc. | 0.00% | No change | 230 | $23K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $22K |
| Provida Pension Fund Administrator | 0.00% | No change | 225 | $22K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | No change | 211 | $21K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +1212.5% | 210 | $21K |
| Triumph Capital Management | 0.00% | Reduce -51.8% | 203 | $20K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 200 | $20K |
| Deutsche Bank AG | 0.00% | Add +900.0% | 200 | $20K |
| Addison Advisors LLC | 0.00% | Add +171.8% | 193 | $19K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 191 | $19K |
| Bfsg, LLC | 0.00% | Add +8.2% | 184 | $18K |
| Networth Advisors, LLC | 0.01% | Reduce -79.7% | 180 | $18K |
| Bayban | 0.02% | Reduce -66.6% | 179 | $18K |
| Birchbrook, Inc. | 0.01% | Add +1670.0% | 177 | $17K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 174 | $17K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 168 | $16K |
| Hager Investment Management Services, LLC | 0.01% | Reduce -2.4% | 161 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 138 | $16K |
| Horizons Wealth Management | 0.01% | No change | 158 | $15K |
| Financial Perspectives, Inc | 0.00% | Add +182.1% | 158 | $15K |
| Main Street Group, LTD | 0.00% | New | 154 | $15K |
| Stone House Investment Management, LLC | 0.00% | No change | 144 | $14K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 136 | $13K |
| RHL Group, LLC | 0.01% | New | 135 | $13K |
| Imprint Wealth LLC | 0.06% | Reduce -0.8% | 130 | $13K |
| Trask Adam Roland | 0.01% | — | 130 | $13K |
| Princeton Global Asset Management LLC | 0.00% | No change | 125 | $12K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -8.2% | 124 | $12K |
| Pacific Center for Financial Services | 0.00% | Add +0.8% | 122 | $12K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -30.5% | 121 | $12K |
| EPG Wealth Management LLC | 0.00% | Add +147.9% | 119 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | New | 118 | $12K |
| Morse Asset Management, Inc | 0.00% | Add +0.9% | 117 | $11K |
| First Pacific Financial | 0.00% | New | 115 | $11K |
| Creative Capital Management Investments LLC | 0.00% | New | 105 | $10K |
| IFG Advisory, LLC | 0.03% | Reduce -100.0% | 96 | $9K |
| Evergreen Advisors, LLC | 0.00% | New | 95 | $9K |
| NBT Bank, N.A. | 0.00% | Reduce -14.0% | 92 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 91 | $9K |
| Breakwater Investment Management | 0.00% | No change | 88 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 86 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 84 | $8K |
| Team Financial Group, LLC | 0.00% | No change | 83 | $8K |
| SYM FINANCIAL Corp | 0.00% | New | 81 | $8K |
| REAP Financial Group, LLC | 0.00% | No change | 75 | $7K |
| Noble Wealth Management PBC | 0.00% | No change | 72 | $7K |
| Vision Retirement, LLC | 0.00% | No change | 63 | $6K |
| Lodestone Wealth Management LLC | 0.00% | No change | 63 | $6K |
| TD Capital Management LLC | 0.00% | No change | 60 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 55 | $5K |
| CDKV Holdings LLC | 0.00% | No change | 54 | $5K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +2.1% | 49 | $5K |
| Bullseye Investment Management, LLC | 0.00% | No change | 48 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 48 | $5K |
| Dorato Capital Management | 0.00% | No change | 41 | $4K |
| First Community Trust NA | 0.00% | No change | 43 | $4K |
| Richardson Capital Management LLC | 0.00% | No change | 43 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 41 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 37 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 31 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 29 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 28 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $2K |
| True Link Financial Advisors, LLC | 0.00% | New | 21 | $2K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -86.3% | 16 | $2K |
| High Point Wealth Management, LLC | 0.00% | No change | 14 | $1K |
| Hollencrest Capital Management | 0.00% | No change | 12 | $1K |
| DB Fitzpatrick & Co, Inc | 0.00% | No change | 11 | $1K |
| West Branch Capital LLC | 0.00% | No change | 10 | $980 |
| Albion Financial Group | 0.00% | Reduce -97.6% | 9 | $882 |
| Byrne Asset Management LLC | 0.00% | No change | 9 | $881 |
| Operose Advisors LLC | 0.00% | No change | 9 | $881 |
| Truvestments Capital LLC | 0.00% | No change | 4 | $392 |
| Portus Wealth Advisors, LLC | 0.00% | New | 3 | $294 |
| Alerus Financial NA | 0.00% | Reduce -95.7% | 2 | $196 |
| Capital & Planning, LLC | 0.00% | New | 1 | $98 |
"% 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.