SS SPDR P S&P 500 Growth ETFSPYGETF
13F holders, Q2 2026 (June 30)1,410holders +82
140new positions
46sold out
6famous investors
$118.73avg. 13F price*
At the end of Q2 2026, 1,410 institutions reported holding SS SPDR P S&P 500 Growth ETF (SPYG) in their 13F filings, up 82 from Q1 2026. 140 opened new positions and 46 sold out. The largest holders were LPL Financial LLC ($4.8B), Financial Engines Advisors L.L.C. ($1.9B) and Goldman Sachs Group Inc. ($1.9B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR P S&P 500 Growth ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 140 | $770.4M |
| Exits | 46 | $42.4M |
All 13F filers, Q1 2026 → Q2 2026: 30,734,744 shares bought and 12,704,717 shares sold, net +18,030,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,410 holders
| LPL Financial LLC | 1.09% | Add +2.0% | 40,632,371 | $4.8B |
| Financial Engines Advisors L.L.C. | 3.46% | Reduce -6.0% | 16,355,720 | $1.9B |
| Goldman Sachs Group Inc. | 0.20% | Add +6.0% | 15,917,623 | $1.9B |
| Ameriprise Financial Inc. | 0.26% | Add +5.4% | 10,803,596 | $1.3B |
| Allworth Financial LP | 5.34% | Reduce -15.0% | 10,545,678 | $1.3B |
| Bank of America Corp. | 0.08% | Add +231.8% | 10,387,210 | $1.2B |
| Morgan Stanley | 0.06% | Add +0.3% | 9,569,500 | $1.1B |
| Envestnet Asset Management Inc. | 0.27% | Add +10.5% | 9,489,431 | $1.1B |
| Horizon Investments, LLC | 7.24% | Reduce -13.1% | 5,552,636 | $660.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -1.6% | 5,588,841 | $656.2M |
| Valmark Advisers, Inc. | 5.99% | Reduce -3.0% | 4,738,201 | $563.8M |
| Equitable Holdings, Inc. | 3.20% | Reduce -2.9% | 4,531,390 | $536.0M |
| Raymond James Financial Inc. | 0.14% | Add +4.1% | 4,329,392 | $515.2M |
| Vantagepoint Investment Advisers LLC | 3.75% | Reduce -1.1% | 4,211,914 | $501.2M |
| Dynasty Wealth Management, LLC | 3.37% | Reduce -0.1% | 3,811,664 | $453.5M |
| Quotient Wealth Partners, LLC | 10.30% | Reduce -0.4% | 3,667,167 | $436.4M |
| UBS Group AG | 0.07% | Reduce -3.7% | 3,587,593 | $426.9M |
| Royal Bank of Canada | 0.07% | Add +23.9% | 3,452,793 | $410.8M |
| Orgel Wealth Management, LLC | 7.67% | Reduce -0.9% | 3,398,409 | $404.4M |
| Wells Fargo & Company | 0.07% | Add +4.2% | 3,317,734 | $394.8M |
| Cetera Investment Advisers | 0.35% | Add +6.0% | 3,263,810 | $388.4M |
| Manufacturers Life Insurance Company, The | 0.30% | New | 3,158,745 | $375.9M |
| AE Wealth Management LLC | 1.65% | Reduce -3.2% | 2,969,896 | $353.4M |
| Kestra Investment Management, LLC | 6.73% | Reduce -18.4% | 2,920,221 | $347.5M |
| Advisory Alpha, LLC | 8.43% | Reduce -2.1% | 2,888,101 | $343.7M |
| Willis Johnson & Associates, Inc. | 18.65% | Add +1.0% | 2,813,228 | $334.7M |
| Savant Capital, LLC | 0.95% | Add +99.8% | 2,986,077 | $323.8M |
| Private Advisor Group, LLC | 1.43% | Add +19.6% | 2,619,648 | $311.7M |
| Truist Financial Corp. | 0.37% | Add +1.4% | 2,612,899 | $310.9M |
| Osaic Holdings, Inc. | 0.36% | Add +11.5% | 2,587,784 | $307.9M |
| HighTower Advisors, LLC | 0.28% | Add +1.5% | 2,463,414 | $293.1M |
| HB Wealth Management, LLC | 1.63% | Reduce -11.6% | 2,445,430 | $291.0M |
| NorthRock Partners, LLC | 4.02% | Add +6.0% | 2,326,724 | $276.9M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +65.2% | 2,295,436 | $273.1M |
| Connecticut Wealth Management, LLC | 9.55% | Add +2.8% | 2,170,139 | $258.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.88% | Add +18.6% | 2,138,543 | $254.5M |
| SCS Capital Management LLC | 2.17% | Reduce -0.3% | 1,934,606 | $230.2M |
| FMR LLC | 0.01% | Reduce -1.9% | 1,812,961 | $215.7M |
| Gerber Kawasaki Wealth & Investment Management | 5.68% | Add +3.9% | 1,789,081 | $212.9M |
| Stifel Financial Corp. | 0.18% | Reduce -0.6% | 1,776,289 | $211.4M |
| Commonwealth Equity Services, LLC | 0.26% | Add +14.8% | 1,736,874 | $206.7M |
| Diversify Advisory Services, LLC | 3.40% | New | 1,766,081 | $202.3M |
| Diversify Wealth Management, LLC | 3.40% | Add +6.0% | 1,766,081 | $202.3M |
| Kingsview Wealth Management, LLC | 2.32% | Add +0.1% | 1,608,668 | $191.4M |
| Focused Wealth Management, Inc | 16.09% | Add +1.9% | 1,531,390 | $182.2M |
| Jones Financial Companies LLLP | 0.07% | Add +69.2% | 1,573,727 | $180.5M |
| CoreCap Advisors, LLC | 5.23% | Add +3.5% | 1,489,560 | $177.2M |
| Old National Bancorp | 3.39% | Reduce -1.7% | 1,429,611 | $170.1M |
| Octavia Wealth Advisors, LLC | 14.39% | Add +0.9% | 1,400,992 | $166.7M |
| AlphaStar Capital Management, LLC | 10.23% | Add +11.6% | 1,352,196 | $160.9M |
| MML Investors Services, LLC | 0.32% | Add +19.1% | 1,334,292 | $158.8M |
| Benjamin Edwards Inc. | 1.43% | Reduce -4.0% | 1,320,719 | $157.2M |
| Syntegra Private Wealth Group, LLC | 12.06% | Reduce -1.2% | 1,308,727 | $155.7M |
| Prudential Financial Inc. | 0.16% | Add +5.5% | 1,269,168 | $151.0M |
| Exchange Traded Concepts, LLC | 0.72% | Add +16.1% | 1,217,314 | $144.8M |
| First National Trust Co | 4.70% | Reduce -1.3% | 1,163,640 | $138.5M |
| CIBC Bancorp USA Inc. | 0.17% | Add +23.4% | 1,129,673 | $134.3M |
| Flagship Harbor Advisors, LLC | 5.14% | Reduce -12.9% | 1,127,958 | $134.2M |
| Integrated Wealth Concepts LLC | 0.87% | Add +3.7% | 1,112,724 | $132.4M |
| Founders Financial Securities LLC | 6.49% | Add +1.4% | 1,064,857 | $126.7M |
| Waverly Advisors, LLC | 0.68% | Reduce -0.7% | 983,337 | $117.0M |
| Cannon Financial Strategists, Inc. | 12.38% | Add +3.5% | 914,234 | $108.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.43% | Reduce -6.4% | 911,956 | $108.5M |
| Black Swift Group, LLC | 14.96% | Add +0.1% | 869,331 | $103.4M |
| Mainstay Capital Management LLC | 7.55% | Reduce -6.2% | 857,497 | $102.0M |
| Kestra Advisory Services, LLC | 0.33% | Reduce -0.8% | 854,452 | $101.7M |
| Mariner, LLC | 0.10% | Reduce -38.8% | 836,240 | $99.5M |
| Convergence Financial, LLC | 7.74% | Add +63.7% | 817,671 | $97.3M |
| Creative Planning | 0.06% | Add +10.9% | 807,405 | $96.1M |
| KWB Wealth | 8.13% | Reduce -12.0% | 798,372 | $95.0M |
| Nicolet Bankshares Inc. | 3.00% | Reduce -1.2% | 794,989 | $94.4M |
| Ameritas Advisory Services, LLC | 1.84% | Add +78.8% | 765,951 | $91.1M |
| IHT Wealth Management, LLC | 1.94% | Add +17.4% | 765,741 | $91.1M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -30.9% | 740,826 | $88.2M |
| Corient Private Wealth LP | 0.12% | Reduce -13.7% | 739,299 | $88.0M |
| Dakota Wealth Management | 1.67% | Add +29.5% | 733,889 | $87.3M |
| HighPoint Advisor Group LLC | 3.04% | Add +8.8% | 726,177 | $86.4M |
| Janney Montgomery Scott LLC | 0.16% | Add +64.1% | 693,472 | $82.5M |
| Summit Financial, LLC | 0.90% | Add +5.3% | 693,192 | $82.5M |
| SilverOak Wealth Management LLC | 10.45% | Add +7.0% | 681,977 | $81.1M |
| Ackerman Capital Advisors, LLC | 16.10% | Reduce -12.1% | 670,729 | $79.8M |
| First Command Advisory Services, Inc. | 0.47% | Reduce -6.3% | 669,039 | $79.6M |
| Klingman & Associates, LLC | 3.28% | Reduce -1.2% | 646,841 | $77.0M |
| Oarsman Capital, Inc. | 7.95% | Add +16.2% | 631,032 | $75.1M |
| Reston Wealth Management LLC | 19.64% | Reduce -4.8% | 612,211 | $72.8M |
| Canandaigua National Bank & Trust Co. | 6.00% | — | 598,201 | $71.2M |
| Confluence Investment Management LLC | 1.07% | Add +8.6% | 573,709 | $68.3M |
| Composition Wealth, LLC | 0.77% | Reduce -3.9% | 550,470 | $65.5M |
| Courier Capital LLC | 3.26% | Add +0.5% | 549,195 | $65.3M |
| Merit Financial Group, LLC | 0.40% | Add +1.3% | 536,798 | $63.9M |
| RFG Advisory, LLC | 1.00% | Add +2.1% | 536,479 | $63.8M |
| HSBC Holdings PLC | 0.03% | Add +13.1% | 506,680 | $60.3M |
| Perennial Investment Advisors, LLC | 3.94% | Reduce -0.9% | 496,052 | $59.0M |
| Navigation Group, LLC | 11.00% | Reduce -1.0% | 475,059 | $56.5M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -1.7% | 471,923 | $56.2M |
| Citizens Financial Group Inc. | 0.66% | Add +2.2% | 460,749 | $54.8M |
| CGN Advisors LLC | 3.99% | Reduce -5.7% | 459,393 | $54.7M |
| Truefg, LLC | 12.70% | Add +0.5% | 457,032 | $54.4M |
| Waterloo Capital, L.P. | 3.05% | Add +29.6% | 454,743 | $54.1M |
| Baltimore-Washington Financial Advisors, Inc. | 2.03% | Add +1.3% | 454,381 | $54.1M |
| Rodgers & Associates, LTD | 4.86% | Reduce -4.5% | 449,619 | $53.5M |
| Keystone Financial Group | 3.13% | Add +15.8% | 442,924 | $52.7M |
| Stratos Wealth Partners, LTD. | 0.53% | Add +16.5% | 442,577 | $52.7M |
| 71 West Capital Partners | 1.81% | Reduce -2.2% | 440,278 | $52.4M |
| Leicht Financial Planning & Wealth Management, Inc. | 20.95% | Reduce -14.9% | 429,682 | $51.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.47% | Add +33.7% | 419,977 | $50.0M |
| Kestra Private Wealth Services, LLC | 0.55% | Reduce -6.6% | 418,135 | $49.8M |
| Garrett Wealth Advisory Group, LLC | 7.54% | Add +0.9% | 412,059 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -18.9% | 411,904 | $49.0M |
| Redwood Investment Management, LLC | 4.84% | Add +4.2% | 410,139 | $48.8M |
| Shepherd Financial Partners LLC | 3.99% | Add +0.7% | 408,040 | $48.6M |
| Kozak & Associates, Inc. | 8.42% | Add +33.8% | 409,311 | $48.5M |
| Aptus Capital Advisors, LLC | 0.35% | Add +4.4% | 399,148 | $47.5M |
| Nottingham Advisors, Inc. | 5.65% | Reduce -21.5% | 335,055 | $47.3M |
| TLWM | 7.53% | Add +0.1% | 389,066 | $46.3M |
| Great Valley Advisor Group, Inc. | 0.72% | Reduce -3.1% | 385,712 | $45.9M |
| NewEdge Advisors, LLC | 0.14% | Reduce -8.5% | 384,104 | $45.7M |
| Wealthspire Advisors, LLC | 0.25% | Add +270.4% | 380,113 | $45.2M |
| Drake & Associates, LLC | 7.59% | Add +6.4% | 378,474 | $45.0M |
| Destiny Capital Corp | 20.83% | Reduce -1.3% | 376,350 | $44.8M |
| ERn Financial, LLC | 7.36% | Add +0.1% | 373,603 | $44.5M |
| Western Wealth Management, LLC | 1.44% | Reduce -5.4% | 370,959 | $44.1M |
| Sunburst Financial Group, LLC | 7.36% | Add +4.2% | 370,318 | $44.1M |
| Investments & Financial Planning, LLC | 20.79% | Add +1.1% | 369,041 | $43.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -4.4% | 359,819 | $43.2M |
| Whitcomb & Hess, Inc. | 9.27% | Add +2.3% | 360,528 | $42.9M |
| Gladstone Institutional Advisory LLC | 1.34% | Add +3.0% | 356,590 | $42.4M |
| Waller Financial Planning Group, Inc. | 8.64% | Reduce -8.3% | 352,803 | $42.0M |
| Alta Wealth Advisors LLC | 11.32% | Add +0.4% | 350,980 | $41.8M |
| Higgins & Schmidt Wealth Strategies LLC | 17.09% | Add +4.7% | 348,013 | $41.4M |
| Verus Capital Partners, LLC | 2.14% | Add +1.1% | 332,683 | $39.6M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +2.5% | 332,462 | $39.6M |
| Fifth Third Bancorp | 0.06% | Add +1.7% | 331,823 | $39.5M |
| Elevation Point Wealth Partners, LLC | 0.72% | New | 326,305 | $38.8M |
| Riversedge Advisors, LLC | 5.11% | Reduce -2.1% | 323,310 | $38.5M |
| Clear Creek Financial Management, LLC | 2.43% | Reduce -2.1% | 318,096 | $37.9M |
| Leslie Global Wealth, LLC | 14.61% | Reduce -1.9% | 315,334 | $37.5M |
| Retirement Management Systems Inc. | 7.63% | Reduce -1.2% | 313,160 | $37.3M |
| Markowski Investments | 8.02% | — | 306,162 | $36.4M |
| Transcend Capital Advisors, LLC | 2.46% | Add +1.1% | 305,652 | $36.4M |
| Geneos Wealth Management Inc. | 0.74% | Add +0.2% | 303,229 | $36.1M |
| Compton Financial Group, LLC | 6.86% | Reduce -54.2% | 299,523 | $35.6M |
| Clark Capital Management Group, Inc. | 0.19% | Add +5404.1% | 298,651 | $35.5M |
| Retiremitten Financial LLC | 14.62% | Add +4.0% | 291,147 | $34.6M |
| Sargent Investment Group, LLC | 4.10% | Reduce -2.8% | 286,828 | $34.1M |
| Brandywine Oak Private Wealth LLC | 2.59% | Add +0.4% | 286,742 | $34.1M |
| Fifth Third Wealth Advisors LLC | 0.95% | Add +3.0% | 283,982 | $33.8M |
| CX Institutional | 0.97% | Add +0.2% | 283,258 | $33.7M |
| Eagle Strategies LLC | 3.31% | Add +0.3% | 279,808 | $33.3M |
| CVFG LLC | 3.48% | Add +3.2% | 278,219 | $33.1M |
| Symphony Financial, Ltd. Co. | 3.61% | Add +2.1% | 280,638 | $33.0M |
| Roberts Financial Services LLC | 9.50% | Reduce -5.1% | 272,765 | $32.5M |
| Mma Asset Management LLC | 10.31% | Add +1.3% | 272,371 | $32.4M |
| Advisors Capital Management, LLC | 0.34% | Add +12.3% | 268,041 | $31.9M |
| Three Cord True Wealth Management, LLC | 15.06% | Add +6.8% | 266,058 | $31.7M |
| BIP Wealth, LLC | 0.88% | Add +8.3% | 261,498 | $31.1M |
| Balanced Wealth Group LLC | 9.82% | Add +0.7% | 261,997 | $31.1M |
| First Heartland Consultants, Inc. | 1.98% | Add +8.2% | 257,653 | $30.7M |
| Foguth Wealth Management, LLC. | 3.47% | Add +35.3% | 261,755 | $30.5M |
| Buck Wealth Strategies, LLC | 3.18% | Add +2.8% | 255,300 | $30.4M |
| Stonebrook Private Inc. | 5.47% | Add +25.3% | 251,999 | $30.0M |
| CCG Wealth Management, LLC | 6.90% | Reduce -0.7% | 249,942 | $29.7M |
| CarsonAllaria Wealth Management, Ltd. | 12.87% | Add +3.5% | 249,537 | $29.7M |
| Quest Investment Management LLC | 3.43% | Reduce -8.8% | 246,422 | $29.3M |
| Graney & King, LLC | 10.53% | Add +158.2% | 246,154 | $29.3M |
| Marathon Mission, Inc. | 14.49% | Add +4.5% | 244,049 | $29.0M |
| IFG Advisory, LLC | 1.01% | Add +251159.4% | 241,209 | $28.7M |
| Focus Partners Wealth | 0.03% | Add +0.2% | 239,300 | $28.5M |
| Stonebridge Financial Group, LLC | 2.15% | Add +9.2% | 238,456 | $28.4M |
| Horizon Wealth Management, LLC | 3.54% | Reduce -0.4% | 233,299 | $27.8M |
| Portside Wealth Group, LLC | 3.24% | Add +1.4% | 233,134 | $27.7M |
| Vicus Capital | 1.78% | Reduce -2.9% | 232,359 | $27.6M |
| Buska Wealth Management, LLC | 9.92% | Reduce -12.8% | 231,088 | $27.5M |
| Twin Focus Capital Partners, LLC | 2.80% | Add +5.3% | 231,019 | $27.5M |
| Choice Wealth Advisors LLC | 9.64% | Reduce -2.0% | 230,868 | $27.5M |
| Sage Advisory Services, Ltd.Co. | 13.46% | Add +5.4% | 229,926 | $27.4M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -2.9% | 228,502 | $27.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 228,071 | $27.1M |
| Granville Capital, Inc. | 12.12% | Add +2.9% | 227,928 | $27.1M |
| Beutel, Goodman & Co Ltd. | 0.20% | Reduce -13.2% | 227,125 | $27.0M |
| Modern Wealth Management, LLC | 0.32% | Add +10.2% | 226,346 | $26.9M |
| Capital Analysts, LLC | 0.61% | Reduce -1.1% | 224,220 | $26.7M |
| JNBA Financial Advisors | 2.02% | Reduce -3.2% | 224,178 | $26.7M |
| Ciovacco Capital Management LLC | 11.75% | Add +2.7% | 221,949 | $26.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.1% | 220,621 | $26.3M |
| Cornerstone Wealth Management, LLC | 1.12% | Add +14.6% | 219,731 | $26.1M |
| Moneta Group Investment Advisors LLC | 0.19% | Add +6.0% | 218,674 | $26.0M |
| Florida Trust Wealth Management Co | 0.64% | Add +8.9% | 217,212 | $25.8M |
| Concord Wealth Partners | 2.95% | Reduce -3.9% | 216,793 | $25.8M |
| Fortitude Financial, LLC | 22.76% | Reduce -4.2% | 212,893 | $25.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +955.9% | 212,874 | $25.3M |
| Hofer & Associates. Inc | 11.93% | Reduce -0.3% | 207,313 | $24.7M |
| Abound Financial, LLC | 9.83% | Reduce -12.5% | 207,305 | $24.7M |
| Annex Advisory Services, LLC | 0.42% | Reduce -2.2% | 206,823 | $24.6M |
| PFG Private Wealth Management, LLC | 10.63% | Reduce -14.7% | 206,213 | $24.5M |
| Concord Asset Management, LLC | 3.80% | Reduce -3.2% | 206,125 | $24.5M |
| Investors Research Corp | 4.38% | Reduce -1.0% | 205,613 | $24.5M |
| GHP Investment Advisors, Inc. | 0.89% | Add +1.1% | 202,687 | $24.1M |
| Independent Financial Group, LLC | 0.44% | Add +5.8% | 199,584 | $23.7M |
| Wealth Management Resources, Inc. | 7.27% | Reduce -7.4% | 198,184 | $23.6M |
| Tower Wealth Partners, Inc. | 11.63% | Reduce -0.2% | 197,946 | $23.6M |
| Centaurus Financial, Inc. | 0.91% | Add +0.8% | 195,374 | $23.2M |
| Harbor Group, Inc. | 2.73% | Add +1.5% | 195,231 | $23.2M |
| Vertex Planning Partners, LLC | 3.42% | Add +17.4% | 193,662 | $23.0M |
| 1834 Investment Advisors Co. | 2.60% | Add +19.0% | 193,162 | $23.0M |
| Rooted Wealth Advisors, Inc. | 5.56% | Reduce -0.6% | 190,829 | $22.7M |
| Pinnacle Wealth Planning Services, Inc. | 2.15% | Reduce -2.3% | 189,928 | $22.6M |
| Optas, LLC | 3.15% | Add +3.0% | 189,057 | $22.5M |
| Boyd Wealth Management, LLC | 8.31% | Reduce -18.5% | 184,601 | $22.0M |
| Tempo Wealth, LLC | 3.25% | Reduce -0.2% | 184,561 | $22.0M |
| Horizon Financial Services, LLC | 8.40% | Reduce -0.4% | 184,133 | $21.9M |
| Collier Financial | 14.86% | Reduce -10.7% | 182,496 | $21.7M |
| Navalign, LLC | 5.05% | Reduce -1.9% | 182,166 | $21.7M |
| True Blue Financial, LLC | 8.93% | Add +1718.0% | 177,816 | $21.2M |
| Systelligence, LLC | 3.53% | New | 177,580 | $21.1M |
| Ensign Peak Advisors, Inc | 0.03% | No change | 174,070 | $20.7M |
| Measured Wealth Private Client Group, LLC | 5.00% | Add +249.9% | 173,973 | $20.7M |
| Simplicity Wealth,LLC | 0.70% | Add +569.7% | 173,137 | $20.6M |
| Northwest Wealth Advisors, LLC | 11.80% | Add +14.5% | 172,661 | $20.5M |
| UNIVEST FINANCIAL Corp | 1.01% | Add +8.3% | 172,593 | $20.5M |
| Goodman Advisory Group, LLC | 4.68% | Add +20048.2% | 171,260 | $20.4M |
| Moneco Advisors, LLC | 1.23% | Add +62.9% | 169,472 | $20.2M |
| Cerity Partners LLC | 0.02% | Add +13.9% | 169,025 | $20.1M |
| Diligent Investors, LLC | 4.37% | Reduce -0.8% | 164,910 | $19.6M |
| Financial Gravity Companies, Inc. | 3.18% | — | 164,903 | $19.6M |
| Alpha Capital Advisors Inc. | 16.87% | Reduce -2.3% | 164,264 | $19.5M |
| Benchmark Financial, LLC | 15.73% | Add +0.7% | 162,245 | $19.3M |
| Woodard & Co. Asset Management Group Inc. | 2.74% | Reduce -53.0% | 159,963 | $19.0M |
| Trilogy Capital Inc. | 0.74% | Add +3.7% | 158,417 | $18.9M |
| Pecaut & Co. | 5.65% | Reduce -0.2% | 155,879 | $18.5M |
| Sentinel Advisory Group, LLC | 7.57% | Add +4.5% | 155,863 | $18.5M |
| Petix & Botte Co | 3.70% | Add +130.4% | 154,601 | $18.4M |
| Hobart Private Capital, LLC | 3.15% | Add +2.1% | 154,249 | $18.4M |
| M&T Bank Corp | 0.05% | Reduce -0.9% | 153,130 | $18.2M |
| Able Wealth Management LLC | 4.18% | Add +16.4% | 152,934 | $18.2M |
| Captrust Financial Advisors | 0.03% | Reduce -5.5% | 149,296 | $17.8M |
| Magnus Financial Group LLC | 1.24% | Add +0.6% | 146,984 | $17.5M |
| Integrity Alliance, Llc. | 0.55% | Add +6.5% | 146,863 | $17.5M |
| Odyssey Group, LLC | 4.67% | — | 145,073 | $17.3M |
| Avestar Capital, LLC | 1.02% | Add +4.5% | 144,829 | $17.2M |
| Bridgewealth Advisory Group, LLC | 3.25% | Add +6.6% | 144,585 | $17.2M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +636.6% | 144,128 | $17.1M |
| Cary Street Partners Financial LLC | 0.37% | Reduce -0.7% | 143,962 | $17.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +8.3% | 143,845 | $17.1M |
| TPG Financial Advisors, LLC | 5.11% | Add +2.5% | 143,799 | $17.1M |
| Affinity Capital Advisors, LLC | 2.10% | Add +0.3% | 142,897 | $17.0M |
| Probity Advisors, Inc. | 2.42% | Reduce -3.9% | 142,395 | $16.9M |
| Synergy Investment Management, LLC | 4.09% | Add +12.5% | 142,185 | $16.9M |
| Ascent Group, LLC | 0.50% | Reduce -0.2% | 140,822 | $16.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.3% | 139,304 | $16.6M |
| CBM Financial, LLC | 9.76% | Reduce -1.0% | 141,160 | $16.4M |
| EP Wealth Advisors, LLC | 0.06% | Add +162.1% | 137,355 | $16.3M |
| Millington Financial Advisors, LLC | 6.42% | Reduce -0.8% | 140,478 | $16.3M |
| Fifth Third Securities, Inc. | 0.92% | Reduce -0.6% | 135,930 | $16.2M |
| Optimist Retirement Group LLC | 6.21% | Reduce -0.5% | 135,356 | $16.1M |
| Asset Allocation Strategies LLC | 2.48% | Add +5.7% | 135,186 | $16.1M |
| Walsh & Associates, LLC | 13.13% | Reduce -0.1% | 135,126 | $16.1M |
| Wealth Advisors of Iowa, LLC | 4.35% | Add +142.2% | 135,000 | $16.1M |
| Stone Wealth Partners | 11.64% | Reduce -0.8% | 133,745 | $15.9M |
| Power Wealth Management LLC | 5.43% | Add +2.7% | 132,715 | $15.8M |
| Carnegie Investment Counsel | 0.32% | Reduce -0.6% | 132,225 | $15.7M |
| TAGStone Capital, Inc. | 4.98% | Add +1.5% | 131,583 | $15.7M |
| Bucket List Wealth Management, LLC | 7.66% | Reduce -3.5% | 130,637 | $15.5M |
| Macco Financial Group, Inc. | 10.04% | Add +86.1% | 129,904 | $15.5M |
| AQR Capital Management | 0.01% | Add +0.2% | 129,622 | $15.4M |
| Silver Oak Securities, Incorporated | 0.92% | Reduce -0.6% | 127,424 | $15.2M |
| Inspirion Wealth Advisors, LLC | 1.68% | Reduce -25.8% | 124,153 | $14.7M |
| Seal Cove Capital, LLC | 11.24% | Add +0.1% | 123,278 | $14.7M |
| Aureum Wealth Management, LLC | 9.04% | Add +5.2% | 122,599 | $14.6M |
| Wealthcare Advisory Partners LLC | 0.27% | Reduce -1.3% | 120,854 | $14.4M |
| Lido Advisors, LLC | 0.05% | Reduce -13.2% | 119,661 | $14.2M |
| GenWealth Group, Inc. | 2.19% | Reduce -0.4% | 118,355 | $14.1M |
| Arax Advisory Partners | 0.09% | Add +1913.1% | 118,187 | $14.1M |
| BCS Wealth Management | 2.52% | Reduce -0.8% | 117,665 | $14.0M |
| Sage Financial Management Group, Inc. | 3.80% | Reduce -1.1% | 116,088 | $13.8M |
| Tranquilli Financial Advisor LLC | 7.36% | Add +2.0% | 114,925 | $13.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +11.2% | 114,837 | $13.7M |
| Alpha Zero LLC | 5.17% | New | 115,710 | $13.7M |
| Crux Wealth Advisors | 4.67% | Add +4.3% | 113,321 | $13.5M |
| Baker Tilly Wealth Management, LLC | 2.88% | Add +143.5% | 112,772 | $13.4M |
| Quantinno Capital Management LP | 0.02% | Add +18.9% | 112,558 | $13.4M |
| IAG Wealth Partners, LLC | 1.32% | Add +1.5% | 111,976 | $13.3M |
| LexAurum Advisors, LLC | 1.54% | Add +11.3% | 111,907 | $13.3M |
| Harbour Investments, Inc. | 0.18% | Add +3.5% | 111,331 | $13.2M |
| Centennial Wealth Advisory LLC | 2.85% | Reduce -2.1% | 110,873 | $13.2M |
| Guardian Wealth Advisors, LLC | 6.57% | Reduce -2.4% | 110,316 | $13.1M |
| SigFig Wealth Management, LLC | 0.34% | Add +65.5% | 110,263 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -5.8% | 105,914 | $12.6M |
| Ashton Thomas Securities, LLC | 1.84% | Add +2391.6% | 104,448 | $12.4M |
| Sanchez Wealth Management Group | 2.16% | Reduce -0.9% | 103,824 | $12.4M |
| Sequent Asset Management, LLC | 5.21% | Reduce -2.0% | 103,748 | $12.3M |
| Axxcess Wealth Management, LLC | 0.19% | Add +11.8% | 101,975 | $12.1M |
| New England Capital Financial Advisors LLC | 2.89% | Reduce -3.8% | 101,462 | $12.1M |
| Elite Financial, Inc. | 4.86% | Reduce -2.4% | 101,219 | $12.0M |
| Principal Securities, Inc. | 0.14% | Add +358.2% | 100,948 | $12.0M |
| Melone Private Wealth, LLC | 4.54% | Reduce -2.1% | 100,267 | $11.9M |
| Compass Financial Management LLC | 1.45% | — | 98,892 | $11.9M |
| Oxinas Partners, LLC | 4.69% | Reduce -0.1% | 99,968 | $11.9M |
| Cobblestone Asset Management LLC | 4.94% | Reduce -7.7% | 99,439 | $11.8M |
| NewSquare Capital LLC | 0.87% | Reduce -1.0% | 98,595 | $11.7M |
| Independent Wealth Network Inc. | 2.96% | Reduce -1.2% | 97,609 | $11.6M |
| Town Capital LLC | 7.32% | Add +16.7% | 97,017 | $11.5M |
| Tidemark, LLC | 2.56% | Reduce -3.9% | 95,613 | $11.4M |
| United Advisor Group, LLC | 1.19% | Add +2.8% | 94,307 | $11.2M |
| Fortis Group Advisors, LLC | 1.79% | Reduce -1.2% | 94,094 | $11.2M |
| Global Retirement Partners, LLC | 0.17% | — | 93,365 | $11.1M |
| Tsfg, LLC | 1.39% | Add +29.8% | 92,507 | $11.0M |
| DecisionMap Wealth Management, LLC | 6.13% | Add +2.8% | 92,024 | $10.9M |
| Parkway Wealth Management Group, LLC | 1.26% | Add +6.0% | 91,485 | $10.9M |
| LifePlan Financial, LLC | 7.55% | Reduce -2.9% | 90,592 | $10.8M |
| ArborFi Advisors, LLC | 7.80% | Reduce -1.6% | 90,453 | $10.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +0.5% | 89,809 | $10.7M |
| Tiaa Trust, National Association | 0.63% | Add +5.7% | 89,683 | $10.7M |
| Breakwater Capital Group | 1.28% | Add +0.5% | 89,548 | $10.7M |
| Apollon Financial, LLC | 1.26% | Reduce -9.9% | 89,539 | $10.7M |
| Intergy Private Wealth, LLC | 2.46% | Reduce -0.8% | 89,522 | $10.7M |
| Wrapmanager Inc. | 3.33% | Add +1.5% | 89,317 | $10.6M |
| Sfam, LLC | 8.64% | Add +2.8% | 89,009 | $10.6M |
| Compass Financial Group, Inc. | 4.47% | Reduce -3.7% | 88,830 | $10.6M |
| SIMA Wealth Partners, LLC | 7.49% | Reduce -4.7% | 88,798 | $10.6M |
| Quent Capital, LLC | 0.64% | Reduce -0.6% | 88,097 | $10.5M |
| Prepared Retirement Institute LLC | 4.46% | Reduce -1.2% | 88,035 | $10.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +14.7% | 87,971 | $10.5M |
| Tobias Financial Advisors, Inc. | 1.33% | Add +4.1% | 87,770 | $10.4M |
| FDx Advisors, Inc. | 3.13% | Add +16.0% | 87,364 | $10.4M |
| Founders Capital Management | 4.48% | Add +0.5% | 87,110 | $10.4M |
| Beacon Bridge Wealth Partners, LLC | 2.92% | Reduce -0.3% | 86,059 | $10.2M |
| 1ST Source Bank | 0.46% | Reduce -2.7% | 85,260 | $10.1M |
| Vestmark Advisory Solutions, Inc. | 0.09% | New | 84,775 | $10.1M |
| Financial Council, LLC | 3.25% | Reduce -1.5% | 84,101 | $10.0M |
| Dagco, Inc. | 1.85% | Add +6.1% | 84,081 | $10.0M |
| Relyea Zuckerberg Hanson LLC | 0.83% | Reduce -1.1% | 83,862 | $10.0M |
| Goldstone Financial Group, LLC | 0.91% | Reduce -4.8% | 83,723 | $10.0M |
| Venture Visionary Partners LLC | 0.27% | Reduce -2.0% | 81,182 | $9.7M |
| Meridian Wealth Management, LLC | 0.30% | Reduce -2.9% | 80,247 | $9.5M |
| Alliancebernstein L.P. | 0.00% | No change | 97,316 | $9.5M |
| Members Wealth LLC | 5.21% | Reduce -9.9% | 79,901 | $9.5M |
| Private Trust Co. NA | 0.75% | Reduce -2.7% | 78,477 | $9.3M |
| Mutual Advisors, LLC | 0.17% | Add +2.4% | 77,941 | $9.3M |
| Milestones Private Investment Advisors LLC | 7.37% | Add +206.6% | 77,827 | $9.3M |
| Occidental Asset Management, LLC | 0.92% | Add +0.9% | 77,731 | $9.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -79.7% | 77,700 | $9.2M |
| Ethos Financial Group, LLC | 0.62% | New | 82,263 | $9.2M |
| Marion Wealth Management | 1.85% | Reduce -0.1% | 76,215 | $9.1M |
| Key Financial Inc | 1.47% | Reduce -8.5% | 75,509 | $9.0M |
| Philadelphia Investment Partners, LLC | 5.59% | Add +3.3% | 75,412 | $9.0M |
| Glen Eagle Advisors, LLC | 1.13% | Add +1.5% | 75,040 | $8.9M |
| Wellspring Financial Advisors, LLC | 0.59% | Reduce -2.8% | 74,967 | $8.9M |
| Dogwood Wealth Management LLC | 3.52% | Add +5.9% | 74,843 | $8.9M |
| Salomon & Ludwin, LLC | 0.73% | Reduce -5.0% | 74,840 | $8.9M |
| Journey Retirement Planning & Investment Management LLC | 6.90% | Add +5.6% | 74,429 | $8.9M |
| &partners | 0.04% | Add +38.7% | 73,125 | $8.8M |
| Vertrix Wealth Management, LLC | 2.97% | Reduce -7.2% | 74,107 | $8.8M |
| Money Concepts Capital Corp. | 0.41% | Add +67.2% | 73,968 | $8.8M |
| City Center Advisors, LLC | 7.10% | Reduce -1.1% | 73,681 | $8.8M |
| J.W. Cole Advisors, Inc. | 0.15% | Add +17.5% | 73,468 | $8.7M |
| Avior Wealth Management, LLC | 0.23% | Reduce -3.4% | 73,278 | $8.7M |
| Atria Investments, Inc | 0.09% | Add +3.3% | 72,756 | $8.7M |
| Brookstone Capital Management | 0.09% | Reduce -44.8% | 72,333 | $8.6M |
| Strategic Blueprint, LLC | 0.43% | Add +25.9% | 72,244 | $8.6M |
| Gateway Wealth Partners, LLC | 0.51% | Reduce -45.8% | 71,776 | $8.5M |
| Collaborative Wealth Managment Inc. | 3.59% | Add +12.5% | 71,772 | $8.5M |
| Farther Finance Advisors, LLC | 0.07% | Add +7.2% | 71,702 | $8.5M |
| TritonPoint Partners, LLC | 0.71% | Reduce -5.1% | 71,463 | $8.5M |
| Arete Wealth Advisors, LLC | 0.56% | Reduce -0.6% | 71,073 | $8.5M |
| Buttonwood Financial Group, LLC | 4.83% | Add +27.1% | 71,063 | $8.5M |
| Systematic Alpha Investments, LLC | 0.22% | No change | 70,000 | $8.3M |
| YHB Investment Advisors, Inc. | 0.53% | Add +53.6% | 69,844 | $8.3M |
| Auour Investments LLC | 2.37% | Reduce -1.8% | 69,534 | $8.3M |
| Hilltop Partners LLC | 2.01% | Reduce -52.3% | 69,487 | $8.3M |
| CreativeOne Wealth, LLC | 0.18% | Reduce -23.3% | 69,286 | $8.2M |
| One Day In July LLC | 0.57% | Reduce -1.0% | 68,966 | $8.2M |
| PSI Advisors, LLC | 1.90% | Reduce -3.8% | 68,790 | $8.2M |
| Hancock Whitney Corp. | 0.14% | Reduce -0.5% | 68,536 | $8.2M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.3% | 68,386 | $8.1M |
| Montz Harcus Wealth Management LLC | 2.83% | Add +1007.1% | 66,938 | $8.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.81% | Reduce -50.9% | 66,410 | $7.9M |
| Flynn Zito Capital Management, LLC | 2.12% | Reduce -1.1% | 65,654 | $7.8M |
| Everpar Advisors LLC | 2.20% | Add +41.8% | 64,889 | $7.7M |
| MidFirst Bank | 0.53% | Add +4.2% | 63,181 | $7.5M |
| Hoxton Planning & Management, LLC | 1.94% | Reduce -8.7% | 62,540 | $7.4M |
| Continuum Advisory, LLC | 0.60% | Add +15.0% | 61,994 | $7.4M |
| Denver Wealth Management, Inc. | 2.09% | Reduce -5.8% | 61,214 | $7.3M |
| Bluespring Wealth Management, LLC | 0.14% | New | 61,199 | $7.3M |
| Stone Summit Wealth LLC | 1.85% | Add +6.0% | 61,190 | $7.3M |
| Retirement Financial Solutions, LLC | 1.78% | Add +5.9% | 60,801 | $7.2M |
| Braun-Bostich & Associates Inc. | 3.98% | Reduce -4.3% | 59,933 | $7.1M |
| Sightline Wealth Advisors, LLC | 2.58% | Add +6.2% | 59,201 | $7.0M |
| Smartleaf Asset Management LLC | 0.23% | No change | 59,810 | $7.0M |
| Savvy Advisors, Inc. | 0.15% | Add +24.2% | 58,896 | $7.0M |
| Prairieview Wealth Partners, LLC | 5.22% | Reduce -8.8% | 58,737 | $7.0M |
| Advisor OS, LLC | 0.46% | Add +95.6% | 58,086 | $6.9M |
| Park Avenue Securities LLC | 0.04% | Add +63.9% | 57,947 | $6.9M |
| Mgo One Seven LLC | 0.11% | Add +2.2% | 57,310 | $6.8M |
| Assetmark, Inc. | 0.01% | Add +205.7% | 57,027 | $6.8M |
| Dynamic Wealth Strategies, LLC | 3.59% | Add +6.0% | 56,634 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.7% | 56,501 | $6.7M |
| Oak Harvest Investment Services | 0.63% | Reduce -4.8% | 56,438 | $6.7M |
| Arkadios Wealth Advisors | 0.10% | Reduce -6.0% | 56,426 | $6.7M |
| Stratos Wealth Advisors, LLC | 0.37% | Reduce -31.1% | 56,161 | $6.7M |
| WCG Wealth Advisors LLC | 0.16% | Reduce -6.5% | 55,705 | $6.6M |
| Nvest Financial, LLC | 2.09% | Add +7.0% | 55,675 | $6.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.68% | Add +7.3% | 55,480 | $6.6M |
| Compass Financial Services Inc | 2.47% | Add +3.1% | 55,482 | $6.6M |
| Faithward Advisors, LLC | 0.80% | Add +2.1% | 55,387 | $6.6M |
| Inman Jager Wealth Management, LLC | 3.50% | Add +1.2% | 55,240 | $6.6M |
| American Financial & Tax Strategies Inc. | 2.94% | Reduce -7.6% | 54,694 | $6.5M |
| GLR Partners, LLC | 2.99% | Add +6.8% | 54,016 | $6.4M |
| Jump Financial, LLC | 0.06% | New | 53,972 | $6.4M |
| Hamilton Capital Partners, LLC | 1.86% | Reduce -26.1% | 53,876 | $6.4M |
| Robinswood Financial LLC | 1.79% | Add +11.6% | 52,374 | $6.2M |
| Gotham Asset Management | 0.01% | No change | 52,300 | $6.2M |
| Cornerstone National Bank & Trust Co | 2.10% | Add +143.7% | 52,383 | $6.2M |
| Bawa N Mallick Trust | 1.98% | Add +2.6% | 51,307 | $6.1M |
| Asset Management Group, Inc. | 0.89% | Reduce -3.1% | 51,291 | $6.1M |
| BlackRock, Inc. | 0.00% | Add +42.0% | 50,591 | $6.0M |
| Regions Financial Corp. | 0.04% | Add +1.5% | 50,528 | $6.0M |
| IFP Advisors, Inc | 0.11% | Add +1.3% | 50,392 | $6.0M |
| Red Crane Wealth Management, LLC | 4.41% | Add +1.2% | 50,389 | $6.0M |
| One Capital Management, LLC | 0.17% | No change | 61,092 | $6.0M |
| Aventus Investment Advisors, Inc. | 4.34% | Add +11.4% | 49,759 | $5.9M |
| QRG Capital Management, Inc. | 0.05% | Add +1472.7% | 49,476 | $5.9M |
| McNaughton Wealth Management, LLC | 2.08% | Add +2.5% | 49,204 | $5.9M |
| IMA Advisory Services, Inc. | 0.37% | Add +42.4% | 49,178 | $5.9M |
| WealthPlan Investment Management, LLC | 0.29% | Reduce -16.1% | 49,175 | $5.9M |
| JDM Financial Group LLC | 1.96% | Add +4.3% | 48,164 | $5.7M |
| Uptown Financial Advisors LLC | 4.17% | Reduce -0.1% | 47,799 | $5.7M |
| Townsquare Capital LLC | 1.03% | Add +0.1% | 47,213 | $5.6M |
| Burney Co./ | 0.15% | Reduce -1.8% | 46,951 | $5.6M |
| Cannon Wealth Management Services, LLC | 3.01% | Add +2.5% | 46,186 | $5.5M |
| Cary Street Partners Investment Advisory LLC | 1.10% | Reduce -6.7% | 45,563 | $5.4M |
| Opal Wealth Advisors, LLC | 1.17% | Add +2.0% | 45,383 | $5.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.4% | 45,105 | $5.4M |
| American Trust | 0.41% | Reduce -0.3% | 45,061 | $5.4M |
| Burke & Herbert Bank & Trust Co. | 1.31% | Add +2.6% | 44,572 | $5.3M |
| Private Wealth Group, LLC | 2.05% | Reduce -2.2% | 44,546 | $5.3M |
| Quadrant Capital Group LLC | 0.15% | No change | 44,532 | $5.3M |
| RDA Financial Network | 1.15% | Add +2.4% | 44,233 | $5.3M |
| PAX Financial Group, LLC | 0.78% | Add +21.7% | 44,045 | $5.2M |
| Norden Group LLC | 0.43% | Add +2.0% | 44,044 | $5.2M |
| GoalVest Advisory LLC | 0.96% | Reduce -8.1% | 43,722 | $5.2M |
| Franklin Resources Inc. | 0.00% | No change | 43,698 | $5.2M |
| Hill Island Financial LLC | 1.11% | Reduce -1.8% | 43,668 | $5.2M |
| Wealth Watch Advisors, INC | 1.69% | New | 43,660 | $5.2M |
| World Investment Advisors | 0.09% | Add +26.8% | 49,717 | $5.2M |
| AGH Wealth Advisors, LLC | 3.24% | Add +3.5% | 43,165 | $5.1M |
| Echo Wealth Management, LLC | 2.62% | Add +2.2% | 43,155 | $5.1M |
| Luken Investment Analytics, LLC | 1.79% | Reduce -0.6% | 42,979 | $5.1M |
| Advisory Services Network, LLC | 0.06% | Add +0.9% | 42,907 | $5.1M |
| MidAtlantic Capital Management, Inc. | 3.17% | Reduce -3.8% | 42,887 | $5.1M |
| Roan Capital Partners | 4.22% | Add +3.3% | 42,816 | $5.1M |
| Foresight Capital Management Advisors, Inc. | 2.47% | New | 42,612 | $5.1M |
| Towne Trust Company, N.A | 1.54% | Add +5.5% | 42,495 | $5.1M |
| Regimen Wealth, LLC | 1.36% | Add +0.0% | 42,357 | $5.0M |
| Milestone Asset Management Group, LLC | 2.53% | Add +1.3% | 42,164 | $5.0M |
| USAdvisors Wealth Management, LLC | 1.44% | Reduce -6.0% | 42,112 | $5.0M |
| Lionshead Wealth Management, LLC | 3.25% | Reduce -0.8% | 42,074 | $5.0M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -3.9% | 41,702 | $5.0M |
| HRT Financial LP | 0.01% | Add +56.2% | 41,699 | $5.0M |
| Modera Wealth Management, LLC | 0.05% | Reduce -3.0% | 41,504 | $4.9M |
| WealthTrak Capital Management LLC | 3.25% | Add +117.3% | 41,461 | $4.9M |
| Partners in Financial Planning | 0.75% | Reduce -3.3% | 41,432 | $4.9M |
| Rollins Financial Advisors, LLC | 0.64% | Reduce -4.1% | 40,945 | $4.9M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -7.9% | 40,750 | $4.8M |
| Freestone Capital Holdings, LLC | 0.13% | Add +13.2% | 40,644 | $4.8M |
| Darwin Wealth Management, LLC | 1.32% | Add +2.1% | 40,532 | $4.8M |
| Victory Financial Group, LLC | 0.51% | Add +7.8% | 40,456 | $4.8M |
| Motive Wealth Advisors | 1.95% | Reduce -3.0% | 39,922 | $4.8M |
| Greenwood Gearhart LLC | 0.22% | Reduce -1.3% | 39,680 | $4.7M |
| Rainier Family Wealth Inc. | 2.65% | Reduce -31.5% | 39,149 | $4.7M |
| Clear Retirement Advice LLC | 3.14% | Add +2.4% | 38,534 | $4.6M |
| PCG Wealth Advisors, LLC | 1.00% | Add +94.8% | 37,739 | $4.5M |
| D. E. Shaw & Co. | 0.00% | New | 37,606 | $4.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +4.9% | 38,451 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -0.3% | 36,821 | $4.4M |
| Visionary Wealth Advisors | 0.17% | Add +5.5% | 36,728 | $4.4M |
| XY Planning Network, Inc. | 0.55% | Add +6.7% | 36,564 | $4.4M |
| FCG Investment Co | 1.50% | Reduce -5.0% | 36,489 | $4.3M |
| MPWM Advisory Solutions, LLC | 1.98% | Reduce -5.0% | 36,426 | $4.3M |
| Yukon Wealth Management, Inc. | 1.22% | Add +27.8% | 35,679 | $4.2M |
| Colton Groome Financial Advisors, LLC | 1.03% | Reduce -3.3% | 35,659 | $4.2M |
| Scarborough Advisors, LLC | 0.48% | Reduce -72.7% | 36,037 | $4.2M |
| Boulder Wealth Advisors, LLC | 1.51% | Add +4.5% | 34,844 | $4.1M |
| Blair William & Co. | 0.01% | Reduce -5.7% | 34,643 | $4.1M |
| Betterment LLC | 0.01% | Reduce -19.8% | 34,537 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +11.7% | 34,315 | $4.1M |
| Winthrop Advisory Group LLC | 0.27% | Reduce -1.1% | 34,289 | $4.1M |
| Valeo Financial Advisors, LLC | 0.09% | Reduce -0.0% | 34,211 | $4.1M |
| N.E.W. Advisory Services LLC | 0.27% | Reduce -0.2% | 34,210 | $4.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -3.8% | 34,109 | $4.1M |
| Investor's Fiduciary Advisor Network, LLC | 1.38% | Reduce -6.3% | 34,067 | $4.1M |
| Mission Wealth Management, LP | 0.05% | Reduce -9.1% | 33,948 | $4.0M |
| MBM Wealth Consultants, LLC | 0.78% | Reduce -7.7% | 33,944 | $4.0M |
| Larson Financial Group LLC | 0.11% | Add +4.2% | 33,826 | $4.0M |
| SkyOak Wealth, LLC | 0.65% | Add +2.8% | 33,488 | $4.0M |
| Financial Network Wealth Advisors LLC | 4.03% | Add +3.4% | 33,345 | $4.0M |
| Towerpoint Wealth, LLC | 1.37% | Reduce -0.9% | 33,225 | $4.0M |
| US Bancorp \de | 0.00% | Reduce -8.5% | 33,075 | $3.9M |
| LBMC Investment Advisors, LLC | 0.21% | Add +0.1% | 33,048 | $3.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 33,000 | $3.9M |
| Golden State Wealth Management, LLC | 0.36% | Reduce -30.1% | 32,876 | $3.9M |
| Penserra Capital Management LLC | 0.03% | New | 32,720 | $3.9M |
| Waystone Advisors LLC | 2.90% | Add +28.5% | 32,627 | $3.9M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Add +162.7% | 32,592 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -20.1% | 32,315 | $3.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.03% | Add +101.0% | 32,201 | $3.8M |
| Elevation Capital Advisory, LLC | 1.47% | Reduce -49.1% | 31,913 | $3.8M |
| Marietta Wealth Management, LLC | 0.39% | No change | 31,892 | $3.8M |
| Atticus Wealth Management, LLC | 0.90% | Reduce -1.6% | 31,866 | $3.8M |
| Florida Financial Advisors, LLC | 0.63% | Reduce -9.0% | 31,557 | $3.8M |
| RKL Wealth Management LLC | 0.30% | Reduce -4.1% | 31,530 | $3.8M |
| MBL Wealth, LLC | 0.26% | Reduce -20.0% | 31,522 | $3.8M |
| Win Advisors, Inc. | 1.33% | New | 31,378 | $3.7M |
| Citigroup Inc. | 0.00% | Add +135.3% | 31,278 | $3.7M |
| Rothschild Wealth LLC | 0.30% | Reduce -11.6% | 31,215 | $3.7M |
| Belpointe Asset Management LLC | 0.12% | Add +24.0% | 31,146 | $3.7M |
| WealthPLAN Partners, LLC | 0.70% | Reduce -21.0% | 30,831 | $3.7M |
| Natixis Advisors, LLC | 0.00% | Add +0.8% | 30,798 | $3.7M |
| Ritter Daniher Financial Advisory LLC / DE | 0.56% | Reduce -0.2% | 30,779 | $3.7M |
| Shum Financial Group, Inc. | 2.19% | Add +4.2% | 30,587 | $3.6M |
| Keudell/Morrison Wealth Management | 0.69% | Add +1.6% | 30,505 | $3.6M |
| Wiregrass Investment Management LLC | 2.47% | Add +11.0% | 30,439 | $3.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.2% | 30,296 | $3.6M |
| Camden National Bank | 0.47% | Add +12.6% | 30,054 | $3.6M |
| Kuhn & Co Investment Counsel | 2.05% | Reduce -2.9% | 29,790 | $3.5M |
| StoneCrest Wealth Management, Inc. | 1.13% | New | 29,727 | $3.5M |
| Chatterton & Associates Inc. | 2.06% | Reduce -5.8% | 29,331 | $3.5M |
| Inspire Advisors, LLC | 0.24% | Reduce -25.1% | 28,897 | $3.4M |
| Pinnacle Wealth Management, LLC | 2.12% | Reduce -8.0% | 28,762 | $3.4M |
| Onyx Bridge Wealth Group LLC | 0.31% | Reduce -4.7% | 28,617 | $3.4M |
| Turtle Creek Wealth Advisors, LLC | 0.18% | No change | 28,556 | $3.4M |
| Caprock Group, LLC | 0.07% | Add +0.3% | 28,549 | $3.4M |
| Coppell Advisory Solutions LLC | 0.28% | New | 32,554 | $3.4M |
| Wrenne Financial Planning LLC | 1.14% | Reduce -0.1% | 28,414 | $3.4M |
| Global Strategic Investment Solutions, LLC | 0.30% | Add +0.1% | 28,353 | $3.4M |
| Balefire, LLC | 0.55% | Reduce -13.6% | 28,228 | $3.4M |
| Cerity Partners Retirement Plan Advisors LLC | 1.40% | New | 28,172 | $3.4M |
| Independent Advisor Alliance | 0.08% | Reduce -98.5% | 27,995 | $3.3M |
| Integrity Wealth Solutions LLC | 1.23% | Add +3.5% | 27,968 | $3.3M |
| Summit Investment Advisory Services, LLC | 0.83% | Reduce -6.1% | 27,941 | $3.3M |
| Wilkins Miller Wealth Management, LLC | 1.80% | Add +0.1% | 27,576 | $3.3M |
| Retirement Income Solutions, Inc. | 0.56% | Reduce -1.1% | 33,419 | $3.3M |
| Lanark Financial, Inc. | 0.22% | Add +17.3% | 27,491 | $3.3M |
| Breachway Investments LLC | 4.91% | Reduce -73.7% | 27,391 | $3.3M |
| Diversified Trust Co. | 0.05% | Add +2.8% | 26,822 | $3.2M |
| Magnolia Capital Advisors LLC | 0.55% | Add +5.2% | 26,789 | $3.2M |
| Lowery Thomas, LLC | 1.55% | Reduce -4.6% | 26,700 | $3.2M |
| Coastal Bridge Advisors, LLC | 0.19% | Reduce -6.4% | 25,873 | $3.1M |
| GTS Securities LLC | 0.06% | Reduce -69.8% | 25,871 | $3.1M |
| Rede Wealth, LLC | 1.02% | Reduce -3.0% | 25,846 | $3.1M |
| Stevens Capital Partners | 0.58% | Reduce -3.7% | 25,800 | $3.1M |
| MAI Capital Management | 0.01% | Add +2.1% | 25,722 | $3.1M |
| Confluence Wealth Services, Inc. | 0.09% | Add +132.0% | 25,618 | $3.0M |
| Commerce Bank | 0.01% | Reduce -1.3% | 25,602 | $3.0M |
| Cooper Financial Group | 0.25% | Reduce -34.7% | 25,016 | $3.0M |
| Global Assets Advisory, LLC | 0.65% | Add +326.9% | 25,036 | $3.0M |
| McMill Wealth Management | 0.71% | Add +0.0% | 98,748 | $3.0M |
| Idaho Trust Co | 0.86% | Reduce -18.0% | 24,852 | $3.0M |
| Brookwood Investment Group LLC | 0.34% | Add +0.6% | 24,732 | $2.9M |
| Cozad Asset Management Inc. | 0.19% | Add +36.7% | 24,530 | $2.9M |
| Curran Financial Partners, LLC | 0.43% | Add +0.7% | 23,999 | $2.9M |
| Iowa State Bank | 0.47% | Add +0.3% | 23,878 | $2.8M |
| WealthShield Partners, LLC | 0.43% | Reduce -37.1% | 23,606 | $2.8M |
| Palatine Hill Wealth Management, LLC | 2.24% | Add +18.8% | 23,409 | $2.8M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 23,182 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +605.1% | 23,458 | $2.8M |
| Triton Wealth Management, PLLC | 0.84% | Reduce -10.1% | 23,225 | $2.7M |
| Freedom Investment Management, Inc. | 0.76% | Reduce -10.9% | 22,907 | $2.7M |
| Empowered Funds, LLC | 0.01% | Add +11.4% | 22,863 | $2.7M |
| Nuveen, LLC | 0.00% | New | 22,569 | $2.7M |
| Intrua Financial, LLC | 0.25% | Add +9.6% | 22,544 | $2.7M |
| Vance Wealth, LLC | 0.60% | Reduce -0.6% | 22,367 | $2.7M |
| Regal Investment Advisors LLC | 0.14% | Add +18.9% | 22,313 | $2.7M |
| Aspetuck Financial Management LLC | 1.56% | Reduce -5.9% | 22,227 | $2.6M |
| Financial Futures Ltd Liability Co. | 1.00% | Reduce -0.3% | 22,159 | $2.6M |
| Rehmann Capital Advisory Group | 0.12% | Add +2.9% | 22,090 | $2.6M |
| Mitchell Sinkler & Starr | 1.09% | Reduce -1.0% | 22,040 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +17.8% | 22,013 | $2.6M |
| Signal Advisors Wealth, LLC | 0.14% | Add +85.9% | 21,991 | $2.6M |
| McDonald Partners LLC | 0.63% | Reduce -0.1% | 21,891 | $2.6M |
| Altfest L J & Co. Inc. | 0.25% | Add +4.1% | 21,734 | $2.6M |
| ESL Trust Services, LLC | 0.44% | Reduce -2.9% | 21,627 | $2.6M |
| Insigneo Advisory Services, LLC | 0.10% | Add +211.5% | 21,543 | $2.6M |
| CWA Asset Management Group, LLC | 0.08% | Reduce -7.1% | 21,313 | $2.5M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.6% | 21,185 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +3.0% | 21,142 | $2.5M |
| Hershey Financial Advisers, LLC | 1.80% | New | 21,049 | $2.5M |
| Alliance Private Wealth, LLC | 0.87% | Reduce -1.2% | 21,022 | $2.5M |
| Titleist Asset Management, LLC | 0.17% | Add +1.3% | 20,771 | $2.5M |
| Voya Financial Advisors, Inc. | 0.22% | Add +18.8% | 21,015 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Add +2.9% | 20,516 | $2.4M |
| MKT Advisors LLC | 0.75% | Reduce -6.1% | 20,623 | $2.4M |
| Meridian Financial Advisors, LLC | 1.16% | Reduce -1.3% | 20,339 | $2.4M |
| Wealth Advisors Northwest LLC | 0.82% | Reduce -3.0% | 20,230 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -13.3% | 20,106 | $2.4M |
| Raab & Moskowitz Asset Management LLC | 0.48% | Reduce -1.0% | 20,088 | $2.4M |
| Navigate Wealth Management, LLC | 1.47% | Reduce -1.3% | 20,424 | $2.4M |
| McAdam, LLC | 0.09% | Reduce -3.0% | 19,907 | $2.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.63% | Add +2.7% | 19,889 | $2.4M |
| Advance Capital Management, Inc. | 0.08% | Reduce -9.9% | 19,824 | $2.4M |
| White Pine Capital LLC | 0.55% | Add +3.8% | 19,499 | $2.3M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -18.3% | 19,468 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.7% | 19,386 | $2.3M |
| Byrne Financial Freedom, LLC | 0.89% | Add +0.5% | 19,262 | $2.3M |
| Optivise Advisory Services LLC | 1.15% | Add +11.0% | 18,967 | $2.3M |
| Citadel Advisors | 0.00% | New | 18,832 | $2.2M |
| Rik Saylor Financial, Inc. | 1.48% | Add +18.6% | 18,806 | $2.2M |
| Tradewinds Capital Management, LLC | 0.40% | Reduce -0.1% | 18,692 | $2.2M |
| Third View Private Wealth, LLC | 0.27% | Reduce -3.3% | 18,606 | $2.2M |
| Triad Wealth Partners, LLC | 0.13% | Add +148.2% | 18,488 | $2.2M |
| Ring Mountain Capital, LLC | 0.92% | No change | 18,518 | $2.2M |
| Rialto Wealth Management, LLC | 0.43% | Reduce -0.2% | 18,466 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.27% | Add +2.1% | 18,461 | $2.2M |
| HBW Advisory Services LLC | 0.20% | Add +0.3% | 18,459 | $2.2M |
| DRW Securities, LLC | 0.13% | Add +673.9% | 18,327 | $2.2M |
| TIAA Wealth Investment Management LLC | 0.01% | Add +46.8% | 18,472 | $2.2M |
| Three Bridge Wealth Advisors, LLC | 0.54% | No change | 18,200 | $2.2M |
| Parsons Capital Management Inc. | 0.10% | Add +1.4% | 17,838 | $2.1M |
| Vantage Point Financial LLC | 0.64% | Add +26.1% | 17,606 | $2.1M |
| SevenBridge Financial Group, LLC | 0.31% | Add +12.1% | 16,971 | $2.1M |
| Fell Capital Management | 1.73% | Add +3.3% | 17,248 | $2.1M |
| VestGen Advisors, LLC | 0.06% | Add +2.2% | 17,163 | $2.0M |
| Beacon Capital Management, LLC | 0.29% | Add +13.0% | 16,687 | $2.0M |
| OneAscent Financial Services LLC | 0.09% | Reduce -2.7% | 16,567 | $2.0M |
| Jericho Financial, LLP | 1.02% | Add +5.6% | 16,557 | $2.0M |
| Joule Financial, LLC | 0.53% | Add +22.4% | 16,535 | $2.0M |
| Trust Co. of Toledo NA | 0.16% | New | 16,517 | $2.0M |
| Latitude Advisors, LLC | 0.78% | Reduce -3.2% | 16,464 | $2.0M |
| Sfmg, LLC | 0.12% | No change | 16,439 | $2.0M |
| Arkfeld Wealth Strategies, L.L.C. | 0.58% | Add +0.7% | 16,412 | $1.9M |
| Ignite Planners, LLC | 0.27% | Reduce -0.6% | 16,281 | $1.9M |
| Wall Capital Group, Inc. | 1.58% | Reduce -1.7% | 16,268 | $1.9M |
| Mascagni Wealth Management, Inc. | 1.18% | Reduce -17.1% | 16,010 | $1.9M |
| Barnes Wealth Management Group, Inc | 0.88% | Add +2.1% | 15,949 | $1.9M |
| Fortis Capital Advisors, LLC | 0.21% | Add +72.8% | 15,946 | $1.9M |
| Asset One Wealth Management LLC | 0.20% | Reduce -0.9% | 15,729 | $1.9M |
| Bill Few Associates, Inc. | 0.40% | Add +19.2% | 15,808 | $1.9M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +3.4% | 15,697 | $1.9M |
| River Street Advisors LLC | 0.55% | Add +14.5% | 15,669 | $1.9M |
| Tidal Investments LLC | 0.00% | Add +34.6% | 15,635 | $1.9M |
| HUB Investment Partners, LLC | 0.03% | Add +17.6% | 15,616 | $1.9M |
| Foronjy Financial LLC | 0.68% | New | 15,509 | $1.8M |
| Lifeworks Advisors, LLC | 0.19% | Reduce -3.6% | 15,432 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.35% | Reduce -33.3% | 15,373 | $1.8M |
| Private Client Services, LLC | 0.48% | Add +10.1% | 15,370 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +14.3% | 15,366 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +8.4% | 15,292 | $1.8M |
| Fidelity D & D Bancorp Inc. | 0.62% | No change | 15,263 | $1.8M |
| Fourth Dimension Wealth, LLC | 0.57% | Reduce -3.2% | 15,249 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | No change | 15,170 | $1.8M |
| Eclectic Associates Inc. | 0.20% | Add +0.1% | 15,122 | $1.8M |
| First Financial Corp. | 0.62% | No change | 15,032 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -14.0% | 14,949 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.2% | 14,833 | $1.8M |
| Two Sigma Securities, LLC | 0.15% | New | 14,633 | $1.7M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -8.3% | 14,515 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +27.1% | 14,480 | $1.7M |
| Everest Financial Group LLC | 0.23% | Reduce -0.4% | 14,449 | $1.7M |
| Jackson, Grant Investment Advisers, Inc. | 0.53% | Add +0.1% | 14,221 | $1.7M |
| Grant Private Wealth Management Inc | 0.71% | Reduce -8.5% | 14,206 | $1.7M |
| Krilogy Financial LLC | 0.05% | Reduce -2.0% | 14,184 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.53% | Reduce -5.8% | 14,097 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 14,092 | $1.7M |
| Forefront Wealth Partners, LLC | 0.51% | Add +124.4% | 13,948 | $1.7M |
| ES4, LLC | 0.87% | Add +0.1% | 13,946 | $1.7M |
| Sun Financial Inc | 0.78% | Add +9.4% | 13,502 | $1.7M |
| Secured Retirement Advisors, LLC | 0.84% | Add +50.2% | 13,774 | $1.6M |
| DV Trading LLC | 0.13% | Add +291.4% | 13,700 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Reduce -24.0% | 13,663 | $1.6M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -10.5% | 13,565 | $1.6M |
| Callan Family Office, LLC | 0.03% | Reduce -19.4% | 13,478 | $1.6M |
| Gentry Private Wealth, LLC | 0.81% | Reduce -9.7% | 13,295 | $1.6M |
| Thrive Capital Management, LLC | 0.29% | Reduce -10.6% | 13,104 | $1.6M |
| Sax Wealth Advisors, LLC | 0.06% | Add +620.7% | 15,920 | $1.6M |
| Peck Wealth Management, LLC | 1.29% | Add +2.3% | 12,830 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.17% | Add +7.2% | 12,779 | $1.5M |
| FSB Premier Wealth Management, Inc. | 0.43% | Add +71.2% | 12,730 | $1.5M |
| SFG Wealth Management, LLC. | 0.54% | Add +12.6% | 12,663 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Reduce -5.1% | 12,575 | $1.5M |
| Caldwell Trust Co | 0.12% | Reduce -0.2% | 12,569 | $1.5M |
| Bokf, NA | 0.02% | Reduce -78.0% | 12,560 | $1.5M |
| Essex Financial Services, Inc. | 0.07% | Add +47.4% | 12,556 | $1.5M |
| AMJ Financial Wealth Management | 0.35% | No change | 15,187 | $1.5M |
| MY Wealth Management Inc. | 1.04% | Reduce -6.6% | 12,460 | $1.5M |
| Wallace Advisory Group, LLC | 1.39% | Add +26.2% | 12,452 | $1.5M |
| Arcadia Wealth Management, LLC | 0.46% | Add +1.0% | 12,446 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.61% | New | 12,306 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +3.4% | 12,293 | $1.5M |
| Sunesis Advisors, LLC | 0.60% | No change | 12,221 | $1.5M |
| NewEdge Wealth, LLC | 0.01% | Add +45.7% | 12,211 | $1.5M |
| Vise Technologies, Inc. | 0.02% | Add +59.5% | 12,209 | $1.5M |
| Ayalon Insurance Comp Ltd. | 0.18% | No change | 12,122 | $1.4M |
| CV Advisors LLC | 0.27% | No change | 12,035 | $1.4M |
| Wells Financial Advisors INC | 13.23% | Add +0.1% | 11,977 | $1.4M |
| Calton & Associates, Inc. | 0.21% | Reduce -7.3% | 11,966 | $1.4M |
| Waldron Private Wealth LLC | 0.05% | No change | 11,696 | $1.4M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -10.5% | 11,690 | $1.4M |
| Tilson Financial Group, Inc. | 0.38% | Reduce -0.1% | 11,631 | $1.4M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -3.2% | 11,596 | $1.4M |
| Interchange Capital Partners, LLC | 0.26% | Reduce -22.5% | 11,570 | $1.4M |
| PMG Wealth Management, Inc. | 0.83% | Reduce -0.4% | 11,320 | $1.3M |
| Kintra Wealth, LLC | 0.07% | Add +7.2% | 10,913 | $1.3M |
| Cerro Pacific Wealth Advisors LLC | 0.30% | Reduce -16.9% | 11,287 | $1.3M |
| Centerpoint Advisors, LLC | 0.38% | Reduce -4.2% | 11,283 | $1.3M |
| Advus Financial Partners, LLC | 0.30% | Add +1.1% | 11,277 | $1.3M |
| AdvisorNet Financial, Inc | 0.06% | Reduce -3.1% | 11,253 | $1.3M |
| Sherman Wealth Management LLC | 0.99% | Reduce -0.1% | 11,061 | $1.3M |
| Twelve Points Wealth Management LLC | 0.26% | Reduce -3.9% | 11,007 | $1.3M |
| Bay Capital Advisors, LLC | 0.70% | Reduce -4.3% | 10,988 | $1.3M |
| Apella Capital, LLC | 0.02% | Reduce -0.4% | 11,080 | $1.3M |
| Altman Advisors, Inc. | 0.47% | Add +19.0% | 100,703 | $1.3M |
| Texas Yale Capital Corp. | 0.03% | No change | 10,789 | $1.3M |
| Certified Advisory Corp | 0.10% | Add +0.8% | 10,773 | $1.3M |
| Lantz Financial LLC | 0.23% | No change | 10,577 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +31.3% | 10,548 | $1.3M |
| GGM Financial LLC | 0.47% | Reduce -2.0% | 10,385 | $1.2M |
| Venturi Wealth Management, LLC | 0.05% | No change | 10,380 | $1.2M |
| Plante Moran Financial Advisors, LLC | 0.06% | Add +4.5% | 10,304 | $1.2M |
| Wealth Enhancement Trust Services, Inc. | 0.14% | Add +0.6% | 10,303 | $1.2M |
| BankPlus Trust Department | 0.29% | No change | 10,289 | $1.2M |
| Potentia Wealth | 0.50% | Reduce -1.2% | 10,279 | $1.2M |
| Spire Wealth Management | 0.04% | Add +0.4% | 10,260 | $1.2M |
| Drive Wealth Management, LLC | 0.22% | Add +8.8% | 10,256 | $1.2M |
| Capital Management Associates, Inc | 0.24% | Add +7.9% | 10,233 | $1.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Reduce -5.0% | 10,180 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.20% | Reduce -13.6% | 10,179 | $1.2M |
| Arlington Trust Co LLC | 0.10% | No change | 10,166 | $1.2M |
| John W. Brooker & Co., CPAs | 1.46% | Add +6.1% | 10,149 | $1.2M |
| FC Advisory LLC | 0.32% | Add +0.0% | 10,141 | $1.2M |
| Verdence Capital Advisors LLC | 0.06% | Add +2.8% | 10,110 | $1.2M |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -3.4% | 10,074 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +21.5% | 10,054 | $1.2M |
| Crusonia Wealth Advisors LLC | 0.20% | New | 10,048 | $1.2M |
| Brio Consultants, LLC | 0.14% | Reduce -2.8% | 10,012 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +3.9% | 9,950 | $1.2M |
| Tucker Asset Management LLC | 0.29% | Add +70.4% | 9,907 | $1.2M |
| Mather Group, Llc. | 0.01% | Reduce -3.3% | 9,767 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +0.6% | 9,726 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -91.7% | 9,750 | $1.2M |
| Retirement Planning Group, LLC | 0.03% | No change | 9,631 | $1.1M |
| Prosperity Planning, Inc. | 0.37% | Reduce -1.0% | 9,598 | $1.1M |
| PFG Advisors | 0.06% | Reduce -14.2% | 9,594 | $1.1M |
| Facet Wealth, Inc. | 0.02% | Add +126.3% | 9,549 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 0.61% | Reduce -2.7% | 9,534 | $1.1M |
| Cadia Private Client LLC | 0.81% | Add +56.3% | 9,534 | $1.1M |
| Laurel Wealth Advisors LLC | 0.11% | Add +0.6% | 9,481 | $1.1M |
| Global Financial Private Client, LLC | 0.30% | Add +16.1% | 9,440 | $1.1M |
| Uptick Partners, LLC | 0.17% | Reduce -20.1% | 9,394 | $1.1M |
| Ellevest, Inc. | 0.13% | Add +69.0% | 11,901 | $1.1M |
| Bensler, LLC | 0.10% | Add +344.5% | 9,375 | $1.1M |
| Creative Financial Designs Inc. | 0.05% | Add +1.3% | 9,320 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +70.8% | 9,194 | $1.1M |
| Elser Financial Planning, Inc | 0.05% | Add +6.2% | 1,462 | $1.1M |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -9.0% | 9,162 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -16.4% | 9,099 | $1.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.26% | Add +0.3% | 9,095 | $1.1M |
| Bearing Point Capital, LLC | 0.15% | New | 9,092 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -5.3% | 9,022 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +27.0% | 8,996 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +183.4% | 8,968 | $1.1M |
| First National Bank of Omaha | 0.03% | Add +12.4% | 8,901 | $1.1M |
| Vanguard National Trust Co | 0.06% | No change | 8,890 | $1.1M |
| Orin Green Financial, LLC | 0.39% | No change | 8,861 | $1.1M |
| FreeGulliver LLC | 0.37% | Reduce -6.1% | 8,776 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +82.7% | 8,745 | $1.0M |
| Accredited Investors Inc. | 0.04% | Add +0.2% | 8,697 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +6.7% | 8,584 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -3.4% | 8,584 | $1.0M |
| Redwood Financial Network Corp | 0.56% | Add +29.4% | 8,522 | $1.0M |
| Strategic Financial Concepts, LLC | 0.30% | Reduce -44.3% | 8,466 | $1.0M |
| Lyell Wealth Management, LP | 0.06% | New | 8,438 | $1.0M |
| AMG National Trust Bank | 0.02% | Add +74.8% | 8,388 | $998K |
| Dahring | Cusmano LLC | 0.53% | Reduce -6.7% | 8,381 | $997K |
| Advisor Resource Council | 0.33% | Reduce -3.2% | 8,383 | $995K |
| GC Wealth Management RIA, LLC | 0.06% | Add +10.1% | 8,319 | $990K |
| Oregon Pacific Wealth Management, LLC | 0.92% | Add +12.2% | 8,262 | $983K |
| Monetary Solutions, Ltd | 0.84% | Add +1.7% | 8,209 | $977K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -25.8% | 8,205 | $976K |
| Ballast Rock Private Wealth LLC | 0.45% | Add +0.1% | 8,195 | $975K |
| Willner & Heller, LLC | 0.60% | Reduce -1.1% | 8,084 | $962K |
| GeoWealth Management, LLC | 0.03% | Add +2.0% | 8,075 | $961K |
| Centurion Wealth Management LLC | 0.23% | Add +113.2% | 7,990 | $951K |
| Stephens Inc. | 0.01% | No change | 7,846 | $934K |
| Founders Financial Alliance, LLC | 0.12% | Reduce -0.5% | 7,538 | $897K |
| Shulman DeMeo Asset Management LLC | 0.17% | Reduce -3.8% | 7,530 | $896K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +9.1% | 7,524 | $895K |
| 626 Financial, LLC | 0.35% | No change | 7,424 | $883K |
| KM Capital Management Ltd. | 0.41% | Add +24.9% | 7,409 | $882K |
| MOR Wealth Management, LLC | 0.35% | Reduce -1.3% | 7,365 | $876K |
| Angeles Wealth Management, LLC | 0.04% | No change | 7,354 | $875K |
| Flagship Private Wealth, LLC | 0.31% | Add +3.8% | 7,301 | $869K |
| Wallington Asset Management, LLC | 0.11% | Reduce -2.8% | 7,290 | $867K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.8% | 7,253 | $863K |
| Principle Wealth Partners LLC | 0.04% | Add +0.3% | 7,201 | $857K |
| Integrated Advisors Network LLC | 0.04% | Add +2.6% | 7,162 | $852K |
| McClarren Financial Advisors, Inc. | 0.44% | Add +0.1% | 7,111 | $846K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -5.0% | 7,097 | $844K |
| 4WEALTH Advisors, Inc. | 0.65% | Reduce -1.0% | 7,165 | $841K |
| Fiduciary Trust Co | 0.01% | Reduce -10.2% | 7,045 | $838K |
| Fortitude Family Office, LLC | 0.16% | New | 7,000 | $833K |
| Diversified Enterprises, LLC | 0.04% | Reduce -1.2% | 6,987 | $831K |
| PGIM Custom Harvest LLC | 0.01% | Add +25.4% | 6,980 | $831K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,975 | $830K |
| Integrity Advisory Solutions, LLC | 0.09% | Reduce -22.9% | 6,959 | $828K |
| Core Wealth Advisors, LLC | 0.61% | Reduce -19.2% | 6,944 | $826K |
| Impact Partnership Wealth, LLC | 0.08% | Add +10.2% | 6,942 | $826K |
| Solutions 4 Wealth, Ltd | 1.06% | Reduce -2.9% | 6,915 | $823K |
| Bessemer Group Inc. | 0.00% | Add +249.5% | 6,882 | $819K |
| Pinion Investment Advisors, LLC | 0.16% | Reduce -22.4% | 6,872 | $818K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | No change | 6,698 | $797K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -8.6% | 6,691 | $796K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -5.5% | 6,667 | $793K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.6% | 6,664 | $793K |
| Fulton Bank, N.A. | 0.02% | No change | 6,607 | $786K |
| Root Financial Partners, LLC | 0.03% | Reduce -0.0% | 6,605 | $786K |
| Greenleaf Trust | 0.01% | No change | 6,592 | $784K |
| Thompson David Blair | 0.39% | New | 6,539 | $778K |
| Focus Financial Network, Inc. | 0.02% | Reduce -11.3% | 6,507 | $774K |
| BBR Partners, LLC | 0.04% | New | 6,500 | $773K |
| Kingsbury Capital Investment Advisors LLC | 0.65% | Reduce -0.8% | 6,489 | $772K |
| KMT Wealth Management, LLC | 0.65% | New | 6,489 | $772K |
| Wick Capital Partners, LLC | 0.12% | Add +0.1% | 8,763 | $770K |
| Selby Wealth Management, LLC | 0.27% | No change | 6,443 | $767K |
| Tandem Capital Management Corp. | 0.32% | Add +5.5% | 6,365 | $757K |
| Crescent Sterling, Ltd. | 0.66% | Add +0.0% | 6,207 | $739K |
| FFT Wealth Management LLC | 0.12% | Reduce -2.4% | 6,201 | $738K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -45.7% | 6,158 | $733K |
| Ballentine Partners, LLC | 0.01% | No change | 6,148 | $732K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -1.6% | 6,140 | $731K |
| Csenge Advisory Group | 0.03% | Add +9.9% | 6,029 | $717K |
| Black Diamond Financial, LLC | 0.06% | Add +1.0% | 6,022 | $717K |
| Intellectus Partners, LLC | 0.12% | No change | 6,019 | $716K |
| Indivisible Partners | 0.04% | No change | 6,011 | $715K |
| Patten & Patten Inc. | 0.04% | Reduce -11.8% | 6,006 | $715K |
| Leigh Baldwin & Co., LLC | 0.38% | Reduce -0.2% | 5,998 | $714K |
| Parallel Advisors, LLC | 0.01% | Add +97.5% | 5,989 | $713K |
| Cassilly Financial Group LLC | 0.52% | Add +8.9% | 5,980 | $712K |
| TFR Capital, LLC. | 0.20% | Reduce -4.5% | 5,893 | $701K |
| Community Bank, N.A. | 0.08% | Reduce -5.1% | 5,887 | $700K |
| Midwest Trust Co | 0.01% | Reduce -15.5% | 5,863 | $698K |
| URS Advisory LLC | 0.39% | Add +17.7% | 5,852 | $696K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.5% | 5,845 | $696K |
| Concorde Asset Management, LLC | 0.40% | Add +3.2% | 5,816 | $692K |
| SmartHarvest Portfolios, LLC | 0.22% | Add +0.1% | 5,808 | $691K |
| Regatta Research & Money Management | 0.65% | — | 5,802 | $690K |
| Perryman Financial Advisory Inc. | 0.09% | Add +0.2% | 5,785 | $688K |
| Go Invest LLC | 0.16% | Reduce -20.7% | 5,751 | $684K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.0% | 5,750 | $684K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -0.2% | 5,732 | $682K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -1.4% | 5,728 | $682K |
| JMN Financial LLC | 0.53% | Add +0.0% | 5,723 | $681K |
| Beacon Bank & Trust | 0.13% | Reduce -6.8% | 5,694 | $678K |
| APS Management Group, Inc. | 0.52% | Add +0.1% | 5,682 | $676K |
| Kroeger Financial Partners | 0.65% | — | 5,675 | $675K |
| Nwam LLC | 0.03% | Add +12.2% | 5,633 | $670K |
| Schrum Private Wealth Management LLC | 0.69% | Reduce -8.8% | 8,029 | $668K |
| Koss-Olinger Consulting, LLC | 0.05% | Reduce -0.7% | 5,609 | $667K |
| Hiley Hunt Wealth Management | 0.26% | Reduce -0.9% | 5,577 | $664K |
| PKS Advisory Services, LLC | 0.11% | Reduce -28.3% | 5,573 | $663K |
| NWF Advisory Services Inc. | 0.06% | Add +52.5% | 5,563 | $662K |
| Clark Asset Management, LLC | 0.05% | Add +6.9% | 5,524 | $657K |
| Fox Financial, Inc | 0.46% | Reduce -4.3% | 5,516 | $656K |
| Maripau Wealth Management LLC | 0.23% | Add +66.6% | 5,503 | $655K |
| Ruggiero Investments, Inc. | 0.56% | Reduce -0.3% | 5,498 | $654K |
| Lloyd Advisory Services, LLC. | 0.25% | Add +377.1% | 5,496 | $654K |
| Valtinson Bruner Financial Planning LLC | 0.16% | Add +4.7% | 5,493 | $654K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.2% | 5,473 | $651K |
| One Charles Private Wealth Services, LLC | 0.15% | Reduce -8.1% | 5,462 | $650K |
| TOP Private Wealth LLC. | 0.62% | — | 5,450 | $648K |
| ProVise Management Group, LLC | 0.04% | No change | 5,432 | $646K |
| Jacobi Capital Management LLC | 0.03% | Reduce -7.6% | 5,426 | $646K |
| Procyon Advisors, LLC | 0.03% | Reduce -17.2% | 5,423 | $645K |
| Innovative Wealth Building LLC | 0.37% | Reduce -10.6% | 5,401 | $643K |
| BTC Capital Management, Inc. | 0.04% | New | 5,378 | $640K |
| Valpey Financial Services, LLC | 0.38% | Reduce -17.0% | 5,367 | $639K |
| First Horizon Corp. | 0.02% | Reduce -14.7% | 5,320 | $633K |
| Virtue Capital Management, LLC | 0.08% | Add +4.7% | 5,316 | $633K |
| Natural Investments, LLC | 0.14% | New | 5,304 | $631K |
| Sound Income Strategies, LLC | 0.03% | Add +106.9% | 5,289 | $629K |
| Stegent Equity Advisors, Inc. | 0.45% | Reduce -0.1% | 5,271 | $627K |
| Diversified Management Inc. | 0.13% | Reduce -62.0% | 5,230 | $622K |
| Juncture Wealth Strategies, LLC | 0.16% | Reduce -0.3% | 5,166 | $615K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -16.3% | 5,157 | $614K |
| Wedmont Private Capital | 0.02% | Add +10.7% | 5,094 | $611K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.8% | 5,134 | $611K |
| Kropog Financial Group, LLC | 0.43% | Add +0.5% | 5,124 | $610K |
| MW Advisory, LLC | 0.24% | — | 5,122 | $609K |
| Guardsman Private Capital Management, Inc. | 0.43% | No change | 5,117 | $609K |
| Somerset Trust Co | 0.17% | Reduce -5.3% | 5,107 | $608K |
| Worth Financial Advisory Group, LLC | 0.25% | New | 5,092 | $606K |
| Vanguard Advisers Inc. | 0.00% | No change | 5,087 | $605K |
| Ebert Capital Management Inc. | 0.57% | No change | 5,075 | $604K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Add +0.0% | 5,056 | $602K |
| Wealthgarden F.S. LLC | 0.34% | Reduce -4.0% | 5,041 | $600K |
| Northeast Planning Associates, Inc. / NH / | 0.45% | Reduce -2.1% | 5,372 | $599K |
| JT Stratford LLC | 0.07% | Add +3.2% | 5,001 | $595K |
| Warner Group LLC | 0.15% | New | 4,990 | $594K |
| McDonough Capital Management, Inc | 0.30% | Reduce -6.8% | 4,989 | $594K |
| TCP Asset Management, LLC | 0.07% | Add +12.1% | 4,952 | $589K |
| Silverlake Wealth Management LLC | 0.11% | Add +19.0% | 4,913 | $585K |
| Fusion Capital, LLC | 0.14% | Add +3.1% | 4,901 | $583K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.9% | 4,857 | $578K |
| Richmond Brothers, Inc. | 0.30% | New | 4,840 | $576K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +37.6% | 4,810 | $572K |
| Arrow Financial Corp | 0.05% | No change | 4,792 | $570K |
| EFG International AG | 0.01% | New | 4,785 | $569K |
| Jackson Wealth Management, LLC | 0.34% | Reduce -93.0% | 4,782 | $569K |
| Americana Partners, LLC | 0.01% | Reduce -43.4% | 4,765 | $567K |
| Maridea Wealth Management LLC | 0.06% | Add +29.5% | 4,758 | $566K |
| Samalin Investment Counsel, LLC | 0.18% | Reduce -4.4% | 4,746 | $565K |
| Realta Investment Advisors | 0.18% | Reduce -19.4% | 4,735 | $563K |
| Vawter Financial, Ltd. | 0.21% | No change | 4,699 | $559K |
| Meeder Advisory Services, Inc. | 0.02% | Add +118.3% | 4,690 | $558K |
| Stiles Financial Services Inc | 0.14% | Add +2.6% | 4,688 | $558K |
| Purkiss Capital Advisors LLC | 0.21% | Add +22.5% | 4,628 | $551K |
| Tactive Advisors, LLC | 0.13% | Add +0.0% | 4,601 | $547K |
| Daviman Financial, LLC | 0.30% | Reduce -0.1% | 4,599 | $547K |
| Liberty Atlantic Advisors LLC | 0.39% | New | 4,562 | $543K |
| AlphaCore Capital LLC | 0.01% | Add +16.6% | 4,536 | $540K |
| Neuberger Berman Group LLC | 0.00% | Add +12.1% | 4,510 | $537K |
| Sage Mountain Advisors LLC | 0.03% | Reduce -5.9% | 4,504 | $536K |
| National Bank of Canada | 0.00% | Reduce -8.4% | 4,502 | $536K |
| FWG Investments, LLC. | 0.28% | Add +12.0% | 4,451 | $530K |
| Empower Advisory Group, LLC | 0.00% | Add +4.8% | 4,447 | $529K |
| Mach-1 Financial Group, LLC | 0.20% | Reduce -27.5% | 4,441 | $528K |
| Paladin Advisory Group, LLC | 0.35% | Add +0.2% | 4,381 | $521K |
| Aviso Wealth Management | 0.18% | Reduce -1.0% | 4,374 | $520K |
| Naviter Wealth, LLC | 0.05% | New | 4,366 | $520K |
| RMR Wealth Builders | 0.03% | Add +0.1% | 4,357 | $518K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.4% | 4,342 | $517K |
| Waterway Wealth Management, LLC | 0.10% | Reduce -18.8% | 4,318 | $514K |
| Copper Harbor Investment Advisors, LLC | 0.11% | — | 4,225 | $503K |
| Advyzon Investment Management, LLC | 0.04% | New | 4,202 | $500K |
| Sharkey, Howes & Javer | 0.06% | Reduce -26.0% | 4,189 | $498K |
| SHP Wealth Management | 0.03% | Reduce -22.8% | 4,148 | $494K |
| JFS Wealth Advisors, LLC | 0.02% | Add +41.1% | 4,140 | $493K |
| WJ Wealth Management, LLC | 0.19% | Reduce -5.0% | 4,107 | $489K |
| LVW Advisors, LLC | 0.04% | No change | 4,104 | $488K |
| Accel Wealth Management | 0.11% | Add +0.0% | 4,104 | $488K |
| Donaldson Capital Management, LLC | 0.01% | Add +1.1% | 4,089 | $487K |
| Rockline Wealth Management, LLC | 0.09% | Add +1.4% | 4,076 | $485K |
| Moors & Cabot, Inc. | 0.02% | Add +6.3% | 4,065 | $484K |
| Sonata Capital Group Inc. | 0.16% | Reduce -0.1% | 4,055 | $483K |
| Abbot Financial Management, Inc. | 0.18% | No change | 4,050 | $482K |
| Old Mission Investment Co LLC | 0.10% | No change | 4,037 | $480K |
| Eagle Global Advisors LLC | 0.02% | No change | 4,010 | $477K |
| Delta Capital Management LLC | 0.22% | No change | 4,000 | $476K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +63.5% | 3,983 | $474K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 3,980 | $474K |
| ETF Store, Inc. | 0.40% | Add +0.1% | 3,972 | $473K |
| LifeGoal Investments, LLC | 0.22% | Add +4.7% | 3,954 | $470K |
| Mayfair Advisory Group, LLC | 0.14% | Add +1.9% | 4,092 | $470K |
| DUTCH ASSET Corp | 0.23% | No change | 3,925 | $467K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 3,914 | $466K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -0.8% | 3,909 | $465K |
| POM Investment Strategies, LLC | 0.53% | Reduce -1.1% | 3,901 | $464K |
| Tevis Investment Management | 0.25% | Reduce -6.5% | 3,882 | $462K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -4.6% | 3,881 | $462K |
| Deutsche Bank AG | 0.00% | Add +1835.0% | 3,870 | $460K |
| New Covenant Trust Company, N.A. | 0.35% | No change | 3,869 | $460K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.1% | 3,863 | $460K |
| Brian Low Financial Group, LLC | 0.27% | Reduce -1.9% | 3,843 | $457K |
| Sovran Advisors, LLC | 0.03% | Reduce -1.3% | 3,990 | $456K |
| Copley Financial Group, Inc. | 0.28% | Reduce -8.5% | 3,828 | $455K |
| Keebeck Wealth Management | 0.04% | No change | 3,808 | $453K |
| Protective Life Corp. | 3.23% | Reduce -56.4% | 3,801 | $452K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -31.8% | 3,800 | $452K |
| Keener Financial Planning LLC | 0.16% | No change | 3,744 | $445K |
| Amara Financial, Llc. | 0.27% | No change | 3,726 | $443K |
| TD Private Client Wealth LLC | 0.01% | Add +49.5% | 3,689 | $439K |
| Prostatis Group LLC | 0.10% | Reduce -1.9% | 3,689 | $439K |
| Millennium Management | 0.00% | New | 3,664 | $436K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 3,659 | $435K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +34.8% | 3,656 | $435K |
| Costello Asset Management, INC | 0.13% | Add +127.7% | 3,632 | $432K |
| Dravo Bay LLC | 0.15% | Reduce -13.4% | 3,625 | $431K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +12.6% | 3,589 | $427K |
| Crown Wealth Group, LLC | 0.11% | Add +1.1% | 3,589 | $427K |
| EJMK Ventures LLC | 0.19% | No change | 3,582 | $426K |
| Financial Management Network Inc. | 0.06% | Reduce -1.0% | 3,637 | $423K |
| KPP Advisory Services LLC | 0.05% | Reduce -3.3% | 3,547 | $422K |
| King Wealth Management Group | 0.05% | New | 3,545 | $422K |
| Mustard Seed Financial, LLC | 0.22% | Add +3.7% | 3,539 | $421K |
| BlackDiamond Wealth Management, LLC | 0.17% | Add +19.5% | 3,417 | $419K |
| United Community Bank | 0.13% | New | 3,500 | $416K |
| Toews Corp. | 0.06% | New | 3,499 | $416K |
| Benson Wealth Management INC | 0.42% | Reduce -1.3% | 3,494 | $416K |
| Condor Capital Management | 0.03% | Reduce -0.1% | 3,483 | $414K |
| Kelly Financial Services LLC | 0.09% | New | 3,483 | $414K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 3,481 | $414K |
| Topsail Wealth Management, LLC | 0.05% | Add +0.1% | 3,468 | $413K |
| Fischer Financial Services, Inc. | 0.10% | New | 3,460 | $412K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 3,451 | $411K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.2% | 3,438 | $409K |
| Madden Advisory Services, Inc. | 0.15% | No change | 3,433 | $408K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,419 | $407K |
| Cornerstone Financial Group, LLC | 0.25% | Add +0.0% | 3,419 | $407K |
| ABLE Financial Group, LLC | 0.07% | Reduce -0.1% | 3,413 | $406K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -30.6% | 3,371 | $404K |
| SMART Wealth LLC | 0.09% | Reduce -4.1% | 3,392 | $404K |
| Inspire Trust Co, N.A. | 0.06% | New | 3,367 | $401K |
| Cahaba Wealth Management, Inc. | 0.02% | No change | 3,365 | $400K |
| Trinity Wealth Management, LLC | 0.13% | Add +0.1% | 3,359 | $400K |
| Gilpin Wealth Management, LLC | 0.28% | Add +7.0% | 3,355 | $399K |
| Sepio Capital, LP | 0.02% | No change | 3,350 | $399K |
| Laurel Oak Wealth Management, LLC | 0.06% | Reduce -11.6% | 3,349 | $398K |
| Evanson Financial, LLC | 0.02% | — | 3,346 | $398K |
| Stratos Investment Management, LLC | 0.01% | Add +21.2% | 3,345 | $398K |
| Everstar Asset Management, LLC | 0.19% | Reduce -0.7% | 3,344 | $398K |
| Parkside Financial Bank & Trust | 0.03% | Add +30.6% | 3,337 | $397K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,308 | $394K |
| ZEGA Investments, LLC | 0.07% | Add +12.2% | 3,305 | $393K |
| Snider Financial Group | 0.10% | Reduce -4.2% | 3,289 | $391K |
| Fiduciary Group, LLC | 0.03% | Reduce -0.7% | 3,249 | $387K |
| Warren Street Wealth Advisors, LLC | 0.09% | Reduce -13.8% | 3,245 | $386K |
| Fiduciary Financial Advisors | 0.04% | New | 3,238 | $385K |
| AlTi Global, Inc. | 0.01% | Add +0.0% | 3,232 | $385K |
| Key Capital Management, INC | 0.20% | Add +4.8% | 3,230 | $384K |
| Drucker Wealth 3.0, LLC | 0.06% | No change | 3,218 | $383K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.3% | 3,185 | $379K |
| Entelevest, LLC | 0.33% | Reduce -0.1% | 3,176 | $378K |
| Vima LLC | 0.37% | — | 3,147 | $374K |
| Ironwood Financial, llc | 0.06% | Reduce -9.5% | 3,165 | $374K |
| Langley Wealth Management, LLC | 0.36% | — | 3,138 | $373K |
| Aegis Wealth Management, Inc. | 0.24% | Add +29.0% | 3,137 | $373K |
| Ballast Advisors LLC | 0.09% | Add +12.9% | 3,109 | $370K |
| Investment Advisory Services Group LLC | 0.27% | Add +0.1% | 3,091 | $368K |
| Peak Asset Management, LLC | 0.05% | Add +5.1% | 3,090 | $368K |
| Ballast, Inc. | 0.07% | Reduce -7.3% | 3,086 | $367K |
| Solano Wealth Investment Advisors LLC | 0.17% | No change | 3,080 | $366K |
| Financial Security Advisor, Inc. | 0.06% | Add +0.1% | 3,072 | $366K |
| Compass Capital Corp. /Ma/ | 0.12% | Add +5.6% | 2,971 | $365K |
| One Wealth Capital Management, LLC | 0.10% | New | 3,060 | $364K |
| Warner Financial, Inc. | 0.11% | No change | 3,048 | $363K |
| StoneX Group Inc. | 0.01% | Add +11.9% | 3,047 | $363K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 3,047 | $363K |
| Simon Quick Advisors, LLC | 0.01% | No change | 3,044 | $362K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 3,040 | $362K |
| Choate Investment Advisors | 0.01% | No change | 3,033 | $361K |
| KCM Investment Advisors LLC | 0.01% | Reduce -26.1% | 3,028 | $360K |
| Greenup Street Wealth Management LLC | 0.04% | New | 3,026 | $360K |
| Valued Retirements, Inc. | 0.32% | No change | 3,004 | $357K |
| Ascentis Wealth Management, LLC | 0.06% | No change | 2,996 | $357K |
| Hilltop Holdings Inc. | 0.03% | No change | 2,985 | $355K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -6.0% | 2,983 | $355K |
| Post Resch Tallon Group Inc. | 0.24% | Reduce -2.6% | 2,974 | $354K |
| J. Derek Lewis & Associates Inc. | 0.07% | Reduce -8.6% | 2,969 | $353K |
| Summit Wealth Group LLC / Co. | 0.03% | Add +17.9% | 2,963 | $353K |
| NovaPoint Capital, LLC | 0.07% | New | 2,937 | $349K |
| Certuity, LLC | 0.02% | New | 2,933 | $349K |
| Laraway Financial Advisors Inc | 0.21% | Add +0.1% | 2,929 | $348K |
| Plimoth Trust Co. LLC | 0.07% | No change | 2,911 | $346K |
| Detalus Advisors, LLC | 0.07% | Add +0.3% | 2,887 | $343K |
| Choreo, LLC | 0.00% | Add +0.7% | 2,856 | $340K |
| ATX Financial Planning, LLC | 0.22% | Reduce -6.8% | 2,844 | $338K |
| Hibernia Wealth Partners, LLC | 0.18% | Reduce -56.0% | 2,824 | $336K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,824 | $336K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +3.7% | 2,821 | $336K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 2,810 | $334K |
| Manske Wealth Management | 0.08% | Reduce -2.5% | 2,802 | $333K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 2,794 | $332K |
| Retirement Solution LLC | 0.06% | Add +0.1% | 2,791 | $332K |
| Reyes Financial Architecture, Inc. | 0.19% | Reduce -6.6% | 2,785 | $331K |
| Gill Capital Partners, LLC | 0.09% | No change | 2,777 | $330K |
| Sage Rhino Capital LLC | 0.05% | No change | 2,771 | $330K |
| Cutler Investment Counsel LLC | 0.03% | No change | 2,757 | $328K |
| Infinity Wealth Counsel, LLC | 0.26% | No change | 2,750 | $327K |
| Atlantic Union Bankshares Corp | 0.01% | Add +17068.8% | 2,747 | $327K |
| Up Capital Management, Inc. | 0.25% | Add +0.1% | 2,747 | $327K |
| RS Crum Inc. | 0.06% | No change | 2,723 | $324K |
| Fairvoy Private Wealth, LLC | 0.07% | Add +0.6% | 2,709 | $322K |
| Zinnia Wealth Advisory, LLC | 0.33% | Reduce -1.0% | 2,705 | $322K |
| Falcon Wealth Planning | 0.02% | Add +2.4% | 2,705 | $322K |
| Grantvest Financial Group LLC | 0.19% | Reduce -0.8% | 2,703 | $322K |
| Olistico Wealth, LLC | 0.14% | Reduce -4.3% | 2,700 | $321K |
| GAMMA Investing LLC | 0.01% | No change | 2,694 | $321K |
| WNY Asset Management, LLC | 0.03% | Add +17.8% | 2,691 | $320K |
| Second Line Capital, LLC | 0.06% | Add +7.9% | 2,685 | $319K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.2% | 2,681 | $319K |
| Matauro, LLC | 0.04% | Reduce -17.2% | 2,678 | $319K |
| Maltin Wealth Management, Inc. | 0.11% | Add +0.1% | 2,667 | $317K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Add +9.0% | 2,666 | $317K |
| Blue Zone Wealth Advisors, LLC | 0.06% | Reduce -1.5% | 2,663 | $317K |
| LRI Investments, LLC | 0.03% | No change | 2,647 | $315K |
| von Borstel & Associates, Inc. | 0.06% | No change | 2,630 | $313K |
| IFS Group,LLC | 0.43% | Reduce -34.9% | 2,627 | $313K |
| Smith, Moore & Co. | 0.02% | Add +2.0% | 2,616 | $311K |
| White Lighthouse Investment Management Inc. | 0.04% | Reduce -3.3% | 2,610 | $311K |
| Fusion Family Wealth, LLC | 0.02% | No change | 2,609 | $310K |
| Novem Group | 0.03% | Reduce -4.4% | 2,579 | $307K |
| Ameriflex Group, Inc. | 0.13% | Add +278.4% | 2,573 | $306K |
| First Citizens Financial Corp | 0.13% | No change | 2,571 | $306K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.14% | New | 2,543 | $303K |
| Phillips Financial Management, LLC | 0.02% | No change | 2,541 | $302K |
| Lane Brothers & Co. Inc. | 0.20% | Add +0.1% | 2,535 | $302K |
| Serenity Investment Advisors | 0.13% | No change | 2,501 | $300K |
| Capital Advantage, Inc. | 0.04% | New | 2,489 | $296K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.1% | 2,478 | $295K |
| Goepper Burkhardt LLC | 0.09% | No change | 2,470 | $294K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +0.6% | 2,459 | $293K |
| Mainsail Asset Management, LLC | 0.11% | No change | 2,516 | $292K |
| Colonial Trust Co / SC | 0.04% | No change | 2,447 | $291K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5951.2% | 2,481 | $291K |
| Arq Wealth Advisors, LLC | 0.04% | Add +14.7% | 2,469 | $291K |
| Signature Wealth Management Partners, LLC | 0.13% | No change | 2,429 | $289K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -73.5% | 2,424 | $288K |
| Cibc World Market Inc. | 0.00% | Reduce -5.8% | 2,406 | $286K |
| Accretive Wealth Partners, LLC | 0.07% | Reduce -2.8% | 2,400 | $286K |
| Bernardo Wealth Planning LLC | 0.05% | No change | 2,398 | $285K |
| Red Door Wealth Management, LLC | 0.03% | No change | 2,386 | $284K |
| North Star Asset Management Inc. | 0.01% | Add +13.8% | 2,375 | $283K |
| Rossby Financial, LCC | 0.05% | Add +9.5% | 2,353 | $280K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.2% | 2,353 | $280K |
| Sherman Asset Management, Inc. | 0.22% | Reduce -52.9% | 2,344 | $279K |
| Calamos Advisors LLC | 0.00% | No change | 2,326 | $277K |
| Discipline Wealth Solutions, LLC | 0.02% | Reduce -1.4% | 2,311 | $275K |
| Carroll Advisory Group, LLC | 0.09% | Add +0.0% | 2,304 | $274K |
| Brighton Jones LLC | 0.01% | New | 2,298 | $273K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.1% | 2,292 | $271K |
| Golden Reserve Retirement LLC | 0.04% | New | 2,258 | $269K |
| Strathmore Capital Advisors, Inc. | 0.07% | New | 2,268 | $268K |
| O'ROURKE & COMPANY, Inc | 0.09% | No change | 2,242 | $267K |
| Plus Group Wealth Advisors LLC | 0.25% | New | 2,235 | $266K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,223 | $264K |
| Wesbanco Bank Inc. | 0.01% | No change | 2,436 | $264K |
| TCFG Investment Advisors, LLC | 0.09% | Reduce -14.3% | 2,220 | $264K |
| Castleview Partners, LLC | 0.12% | New | 2,216 | $264K |
| German American Bancorp, Inc. | 0.02% | New | 2,214 | $263K |
| Xcel Wealth Management, LLC | 0.06% | Reduce -10.9% | 2,209 | $263K |
| Trueblood Wealth Management, LLC | 0.09% | Add +0.1% | 2,207 | $263K |
| Blue Trust, Inc. | 0.00% | Reduce -5.5% | 2,196 | $261K |
| MFA Wealth Services | 0.16% | Add +0.1% | 2,195 | $261K |
| Gemmer Asset Management LLC | 0.02% | Add +0.1% | 2,187 | $260K |
| Northbridge Financial Group, LLC | 0.10% | Reduce -6.4% | 2,183 | $260K |
| waypoint wealth counsel | 0.16% | No change | 2,177 | $259K |
| 1900 Wealth Management LLC | 0.01% | New | 2,168 | $258K |
| Roman Butler Fullerton & Co. | 0.06% | Add +0.3% | 2,175 | $257K |
| Altiora Financial Group, LLC | 0.04% | No change | 2,158 | $257K |
| SageGuard Financial Group, LLC | 0.04% | No change | 2,157 | $257K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,136 | $254K |
| Squarepoint Ops LLC | 0.00% | New | 2,132 | $254K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +2.8% | 2,129 | $253K |
| Kovack Advisors, Inc. | 0.01% | Add +2.6% | 2,130 | $252K |
| Argent Trust Co | 0.01% | No change | 2,113 | $251K |
| KLCM Advisors, Inc. | 0.02% | Add +1.5% | 2,104 | $250K |
| Rockland Trust Co. | 0.01% | New | 2,100 | $250K |
| Highland Investment Advisors LLC | 0.11% | — | 2,082 | $248K |
| PUREfi Wealth, LLC | 0.14% | Add +1.2% | 2,082 | $248K |
| Independence Bank of Kentucky | 0.03% | No change | 2,075 | $247K |
| Abound Wealth Management | 0.05% | Reduce -1.6% | 2,062 | $245K |
| Peak Retirement Planning, Inc. | 0.04% | Add +0.6% | 2,056 | $245K |
| Trust Co. of Vermont | 0.01% | — | 2,047 | $244K |
| Parisi Gray Wealth Management | 0.05% | No change | 2,044 | $243K |
| Spinnaker Trust | 0.01% | New | 2,034 | $242K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 2,031 | $242K |
| Allstreet Capital Advisors LLC | 0.16% | New | 2,027 | $241K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Reduce -29.4% | 2,024 | $241K |
| Carolina Wealth Management Inc | 0.11% | — | 2,000 | $238K |
| Lee Johnson Capital Management, LLC | 0.07% | New | 1,997 | $238K |
| Sachetta, LLC | 0.12% | New | 1,993 | $237K |
| First American Trust, FSB | 0.01% | New | 1,985 | $236K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 1,983 | $236K |
| Bullock Wealth Management Group | 0.10% | Add +0.1% | 1,983 | $235K |
| Balboa Wealth Partners | 0.03% | Reduce -13.3% | 1,960 | $233K |
| Fisher Asset Management | 0.00% | Reduce -61.1% | 1,956 | $233K |
| GK Wealth Management LLC | 0.14% | New | 1,953 | $232K |
| Bailard, Inc. | 0.00% | New | 1,952 | $232K |
| Sequent Planning LLC | 0.05% | Reduce -23.0% | 1,944 | $231K |
| Sapient Capital LLC | 0.00% | New | 1,943 | $231K |
| Colonial River Investments, LLC | 0.07% | Reduce -13.5% | 1,935 | $230K |
| Heritage Investors Management Corp. | 0.01% | Reduce -5.5% | 1,932 | $230K |
| International Assets Investment Management, LLC | 0.01% | Add +23.7% | 1,939 | $230K |
| Worth Asset Management, LLC | 0.07% | New | 1,930 | $230K |
| CPC Advisors, LLC | 0.03% | New | 1,921 | $229K |
| LCW Services, LLC | 0.10% | New | 1,912 | $228K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 1,905 | $227K |
| Planning Alternatives Ltd. | 0.02% | New | 1,890 | $225K |
| Keybank National Association | 0.00% | New | 1,889 | $225K |
| Market Street Wealth Management Advisors LLC | 0.03% | New | 1,887 | $225K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 1,885 | $224K |
| AdviceOne Advisory Services, LLC | 0.13% | New | 1,872 | $223K |
| Calamos Wealth Management LLC | 0.01% | New | 1,867 | $222K |
| Balentine LLC | 0.01% | New | 1,865 | $222K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,865 | $222K |
| PFG Investments, LLC | 0.01% | New | 1,861 | $221K |
| Waddell & Associates, LLC | 0.01% | New | 1,854 | $221K |
| truNorth Financial Services, Inc. | 0.20% | New | 1,843 | $219K |
| Baker Avenue Asset Management, LP | 0.00% | New | 1,841 | $219K |
| Resolute Wealth Strategies, LLC | 0.08% | New | 1,834 | $218K |
| Palladiem, LLC | 0.21% | Reduce -96.5% | 1,832 | $218K |
| Intrepid Financial Planning Group LLC | 0.07% | New | 1,832 | $218K |
| Cornerstone Wealth Group, LLC | 0.01% | Reduce -2.2% | 1,826 | $217K |
| IPG Investment Advisors LLC | 0.03% | New | 1,818 | $216K |
| Journey Advisory Group, LLC | 0.02% | New | 1,807 | $215K |
| Retirement Planning Co of New England, Inc. | 0.08% | New | 1,804 | $215K |
| Crewe Advisors LLC | 0.02% | Add +111.4% | 1,797 | $214K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,795 | $214K |
| Cambria Investment Management, L.P. | 0.01% | New | 1,791 | $213K |
| Garden State Investment Advisory Services LLC | 0.04% | New | 1,789 | $213K |
| Ballast Financial Advisors LLC | 0.19% | New | 1,780 | $212K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 1,780 | $212K |
| Ritholtz Wealth Management | 0.00% | New | 1,777 | $211K |
| Hudson Portfolio Management LLC | 0.16% | New | 1,777 | $211K |
| Beaumont Financial Advisors, LLC | 0.01% | New | 1,772 | $211K |
| HBK Sorce Advisory LLC | 0.00% | Reduce -0.8% | 1,717 | $210K |
| Altus Wealth Group LLC | 0.08% | New | 1,759 | $209K |
| Urban Wealth Management, LLC | 0.18% | New | 1,744 | $208K |
| Secure Asset Management, LLC | 0.03% | New | 1,741 | $207K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 1,737 | $207K |
| Blackston Financial Advisory Group, LLC | 0.12% | New | 1,734 | $206K |
| City State Bank | 0.05% | Add +57.6% | 1,731 | $206K |
| Selective Wealth Management, Inc. | 0.05% | New | 1,769 | $206K |
| Insight Inv LLC | 0.10% | New | 1,715 | $204K |
| PTM Wealth Management, LLC | 0.09% | New | 1,767 | $203K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,703 | $203K |
| Private Management Group Inc. | 0.01% | New | 1,700 | $202K |
| Payden & Rygel | 0.02% | New | 1,700 | $202K |
| Cascade Investment Group, Inc. | 0.11% | New | 1,689 | $201K |
| Prosperity Consulting Group, LLC | 0.01% | New | 1,689 | $201K |
| Crestwood Advisors Group, LLC | 0.00% | New | 1,689 | $201K |
| Lewis Asset Management, LLC | 0.07% | New | 1,681 | $200K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -30.6% | 1,673 | $199K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -3.9% | 1,645 | $196K |
| CENTRAL TRUST Co | 0.00% | Add +31.6% | 1,642 | $195K |
| Mascoma Wealth Management LLC | 0.04% | No change | 1,600 | $190K |
| Morling Financial Advisors, LLC | 0.05% | No change | 1,574 | $187K |
| Crews Bank & Trust | 0.02% | No change | 1,563 | $186K |
| PlanVest Financial, Inc | 0.12% | Reduce -1.6% | 1,545 | $184K |
| Marquette Asset Management, LLC | 0.02% | No change | 1,520 | $181K |
| Financial Consulate, Inc. | 0.02% | Reduce -34.7% | 1,447 | $172K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.2% | 1,435 | $171K |
| Avion Wealth | 0.03% | Reduce -7.5% | 1,356 | $161K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 1,340 | $160K |
| Canton Hathaway, LLC | 0.03% | Add +27.3% | 1,318 | $157K |
| Miller Capital Partners, Inc. | 0.06% | No change | 1,301 | $155K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 1,299 | $155K |
| Eastern Bank | 0.00% | No change | 1,270 | $151K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 1,245 | $148K |
| Prestige Wealth Management Group LLC | 0.03% | No change | 1,223 | $146K |
| SYM FINANCIAL Corp | 0.01% | Add +1409.9% | 1,223 | $146K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +32.6% | 1,219 | $145K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,183 | $141K |
| Provident Wealth Management, LLC | 0.04% | No change | 1,162 | $138K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,142 | $136K |
| Old Second National Bank of Aurora | 0.03% | Reduce -59.7% | 1,123 | $134K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -19.8% | 1,100 | $131K |
| Napier Financial, LLC | 0.03% | Add +0.1% | 1,098 | $131K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -22.6% | 1,096 | $130K |
| Westside Investment Management, Inc. | 0.02% | Reduce -50.7% | 1,094 | $130K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -23.5% | 1,044 | $124K |
| NFSG Corp | 0.02% | Add +2.5% | 1,041 | $124K |
| Strategic Investment Advisors / MI | 0.01% | New | 1,038 | $123K |
| Whittier Trust Co. | 0.00% | No change | 1,040 | $123K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 1,029 | $122K |
| Providence Capital Advisors, LLC | 0.02% | No change | 1,010 | $120K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.2% | 980 | $117K |
| Winch Advisory Services, LLC | 0.02% | Add +0.1% | 979 | $117K |
| Manchester Capital Management LLC | 0.01% | No change | 970 | $115K |
| Obsidian Cio, LLC | 0.08% | Reduce -54.1% | 901 | $107K |
| Coston, McIsaac & Partners | 0.02% | No change | 885 | $105K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 865 | $103K |
| REAP Financial Group, LLC | 0.02% | Add +1033.3% | 850 | $101K |
| StrongBox Wealth, LLC | 0.03% | New | 801 | $95K |
| Trust Co | 0.01% | Add +21.8% | 793 | $94K |
| Hickory Point Bank & Trust | 0.06% | No change | 770 | $92K |
| Fairman Group, LLC | 0.07% | No change | 755 | $90K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 750 | $89K |
| Howe & Rusling Inc. | 0.01% | No change | 750 | $89K |
| Heritage Wealth Advisors | 0.00% | Add +20.5% | 728 | $87K |
| Caitlin John, LLC | 0.05% | Reduce -1.0% | 721 | $86K |
| Ancora Advisors LLC | 0.00% | No change | 709 | $84K |
| Gen-Wealth Partners Inc | 0.02% | No change | 700 | $83K |
| Luminist Capital LLC | 0.09% | New | 663 | $79K |
| Steph & Co. | 0.02% | Reduce -34.9% | 663 | $79K |
| Investment Research & Advisory Group, Inc. | 0.02% | Add +0.1% | 658 | $78K |
| Hughes Financial Services, LLC | 0.01% | No change | 651 | $77K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 648 | $77K |
| DecisionPoint Financial, LLC | 0.01% | New | 600 | $71K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -24.4% | 602 | $71K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.2% | 580 | $69K |
| City Holding Co. | 0.01% | Reduce -0.9% | 565 | $67K |
| MCF Advisors LLC | 0.00% | No change | 552 | $66K |
| Oakmont Advisory Group, LLC | 0.05% | New | 550 | $65K |
| Meramec Financial Planners, LLC | 0.02% | No change | 555 | $64K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 528 | $63K |
| Strive Financial Group ,LLC | 0.03% | No change | 527 | $63K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 524 | $62K |
| Spectrum Wealth Advisory Group, LLC | 0.02% | New | 518 | $62K |
| Zions Bancorporation, National Association | 0.00% | No change | 517 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 506 | $60K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -29.1% | 499 | $59K |
| Copia Wealth Management | 0.03% | No change | 481 | $57K |
| Signature Equity Partners, LLC | 0.03% | New | 460 | $55K |
| Leo H. Evart, Inc. | 0.04% | No change | 459 | $55K |
| Global Trust Asset Management, LLC | 0.02% | No change | 452 | $54K |
| VSM Wealth Advisory, LLC | 0.01% | Reduce -11.9% | 450 | $54K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 450 | $54K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 449 | $53K |
| Family Manage LLC | 0.01% | New | 445 | $53K |
| Security National Bank | 0.01% | No change | 443 | $53K |
| RMG Wealth Management LLC | 0.01% | New | 420 | $51K |
| Accordant Advisory Group Inc | 0.03% | No change | 431 | $51K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +4.0% | 415 | $49K |
| Barrett & Company, Inc. | 0.01% | No change | 395 | $47K |
| Innovative Asset Advisors Group, LLC | 0.02% | No change | 385 | $46K |
| Integrity Financial Corp | 0.02% | New | 384 | $46K |
| Clark Wealth Partners | 0.02% | New | 349 | $42K |
| SJS Investment Consulting Inc. | 0.00% | No change | 339 | $40K |
| Cornerstone Financial Management LLC | 0.03% | New | 321 | $38K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 312 | $37K |
| Wolff Wiese Magana LLC | 0.02% | No change | 307 | $37K |
| McGuire Capital Advisors Inc. | 0.02% | Add +155.1% | 301 | $36K |
| Southern Michigan Bank & Trust | 0.01% | No change | 300 | $36K |
| Bfsg, LLC | 0.00% | Add +63.0% | 300 | $36K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 300 | $36K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 297 | $35K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 289 | $34K |
| HM Payson & Co. | 0.00% | No change | 288 | $34K |
| Portfolio Resources Advisor Group, Inc. | 0.03% | No change | 273 | $32K |
| Financial Life Planners | 0.02% | No change | 271 | $32K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.4% | 271 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 266 | $32K |
| Networth Advisors, LLC | 0.02% | Add +44.4% | 260 | $31K |
| Downshift Financial, LLC | 0.01% | New | 259 | $31K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 250 | $30K |
| Monetary Management Group Inc. | 0.01% | New | 250 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 247 | $29K |
| CGC Financial Services, LLC | 0.01% | Reduce -16.1% | 240 | $29K |
| Fairscale Capital, LLC | 0.02% | No change | 238 | $28K |
| Asset Dedication, LLC | 0.00% | New | 238 | $28K |
| Hanson & Doremus Investment Management | 0.00% | No change | 234 | $28K |
| TFC Financial Management, Inc. | 0.00% | No change | 230 | $27K |
| Richardson Financial Services Inc. | 0.02% | New | 224 | $27K |
| Oakworth Capital, Inc. | 0.00% | No change | 225 | $27K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -11.5% | 223 | $27K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | No change | 211 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 210 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -13.8% | 200 | $24K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 200 | $24K |
| Triumph Capital Management | 0.00% | Reduce -4.9% | 193 | $23K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 191 | $23K |
| Birchbrook, Inc. | 0.01% | No change | 177 | $21K |
| Peterson Wealth Management | 0.01% | New | 174 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 174 | $21K |
| Sittner & Nelson, LLC | 0.01% | New | 172 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 168 | $20K |
| Hager Investment Management Services, LLC | 0.01% | No change | 161 | $19K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -83.3% | 156 | $19K |
| Main Street Group, LTD | 0.00% | No change | 154 | $18K |
| Addison Advisors LLC | 0.01% | Reduce -21.2% | 152 | $18K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -46.5% | 147 | $17K |
| Stone House Investment Management, LLC | 0.00% | No change | 144 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 138 | $16K |
| Nemes Rush Group LLC | 0.00% | No change | 136 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 136 | $16K |
| RHL Group, LLC | 0.01% | No change | 135 | $16K |
| Imprint Wealth LLC | 0.06% | No change | 130 | $15K |
| Burnham & Co LLC | 0.01% | — | 130 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 125 | $15K |
| Valued Wealth Advisors LLC | 0.01% | Add +0.8% | 125 | $15K |
| Pacific Center for Financial Services | 0.00% | No change | 122 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 121 | $14K |
| Morse Asset Management, Inc | 0.00% | No change | 117 | $14K |
| Creative Capital Management Investments LLC | 0.00% | No change | 105 | $12K |
| Financial Perspectives, Inc | 0.00% | Reduce -36.1% | 101 | $12K |
| Bayban | 0.01% | Reduce -48.0% | 93 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 92 | $11K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 91 | $11K |
| Breakwater Investment Management | 0.00% | No change | 88 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 86 | $10K |
| Financial Management Professionals, Inc. | 0.00% | New | 76 | $9K |
| IMG Wealth Management, Inc. | 0.00% | New | 72 | $9K |
| Noble Wealth Management PBC | 0.00% | No change | 72 | $9K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -95.0% | 15 | $8K |
| Vision Retirement, LLC | 0.00% | No change | 63 | $8K |
| Lodestone Wealth Management LLC | 0.00% | Reduce -1.6% | 62 | $7K |
| Archer Investment Corp | 0.00% | Reduce -84.1% | 61 | $7K |
| EPG Wealth Management LLC | 0.00% | Reduce -49.6% | 60 | $7K |
| TD Capital Management LLC | 0.00% | No change | 60 | $7K |
| Rice Partnership, LLC | 0.00% | No change | 55 | $7K |
| CDKV Holdings LLC | 0.01% | No change | 54 | $6K |
| Center for Financial Planning, Inc. | 0.00% | New | 51 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $6K |
| Roble, Belko & Company, Inc | 0.00% | No change | 53 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 49 | $6K |
| Bullseye Investment Management, LLC | 0.00% | No change | 48 | $6K |
| First Community Trust NA | 0.00% | No change | 43 | $5K |
| Richardson Capital Management LLC | 0.00% | No change | 43 | $5K |
| Dorato Capital Management | 0.00% | No change | 41 | $5K |
| Logan Capital Management Inc. | 0.00% | — | 40 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 37 | $4K |
| First Pacific Financial | 0.00% | Reduce -70.4% | 34 | $4K |
| Spurstone Advisory Services, LLC | 0.05% | No change | 31 | $4K |
| Hamrick Investment Counsel, llc | 0.00% | Reduce -97.0% | 30 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 29 | $3K |
| Pacifica Partners Inc. | 0.00% | No change | 24 | $3K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -98.1% | 22 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -54.2% | 22 | $3K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $2K |
| High Point Wealth Management, LLC | 0.00% | No change | 14 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -94.2% | 14 | $2K |
| 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 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 9 | $1K |
| Operose Advisors LLC | 0.00% | No change | 9 | $1K |
| Albion Financial Group | 0.00% | No change | 9 | $1K |
| Planning Strategies Inc. | 0.00% | — | 7 | $833 |
| Truvestments Capital LLC | 0.00% | Reduce -25.0% | 3 | $357 |
| Alerus Financial NA | 0.00% | No change | 2 | $238 |
"% 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.