CUSIP 78463X749
SPDR INDEX SHS FDS
227 institutions · $894.2M total · 20,196,833 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 6,356,395 | $286.2M | 31.47% | 2025-12-31 |
| 2 | HUNTINGTON NATIONAL BANK | 1,550,556 | $69.8M | 7.67% | 2025-12-31 |
| 3 | Bank of New York Mellon Corp | 1,078,223 | $48.5M | 5.33% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 1,054,437 | $48.3M | 5.22% | 2025-12-31 |
| 5 | Glenmede Investment Management, LP | 726,560 | $33.3M | 3.59% | 2025-09-30 |
| 6 | GLENMEDE TRUST CO NA | 724,310 | $32.6M | 3.58% | 2025-12-31 |
| 7 | New England Private Wealth Advisors LLC | 541,448 | $24.6M | 2.68% | 2025-12-31 |
| 8 | Quent Long Short Global Small Cap Fund, LP | 517,994 | $23.3M | 2.56% | 2025-12-31 |
| 9 | Quent Capital, LLC | 517,994 | $23.3M | 2.56% | 2025-12-31 |
| 10 | GOLDMAN SACHS GROUP INC | 496,939 | $22.4M | 2.46% | 2025-12-31 |
| 11 | MORGAN STANLEY | 454,040 | $20.4M | 2.24% | 2025-12-31 |
| 12 | HSBC HOLDINGS PLC | 443,972 | $20.3M | 2.19% | 2025-09-30 |
| 13 | RAYMOND JAMES FINANCIAL INC | 337,063 | $15.2M | 1.66% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 327,766 | $14.8M | 1.62% | 2025-12-31 |
| 15 | Mariner, LLC | 309,715 | $13.9M | 1.53% | 2025-12-31 |
| 16 | BRIGHTON JONES LLC | 279,630 | $12.6M | 1.38% | 2025-12-31 |
| 17 | LPL Financial LLC | 211,253 | $9.5M | 1.04% | 2025-12-31 |
| 18 | Modera Wealth Management, LLC | 207,814 | $9.4M | 1.02% | 2025-12-31 |
| 19 | Avidian Wealth Enterprises, LLC | 149,574 | $6.7M | 0.74% | 2025-12-31 |
| 20 | Addis & Hill, Inc | 144,927 | $6.5M | 0.71% | 2025-12-31 |
| 21 | JONES FINANCIAL COMPANIES LLLP | 144,004 | $6.5M | 0.71% | 2025-12-31 |
| 22 | Cerity Partners LLC | 122,156 | $5.5M | 0.60% | 2025-12-31 |
| 23 | White & Co Financial Planning Inc | 120,678 | $5.4M | 0.59% | 2025-12-31 |
| 24 | Orin Green Financial, LLC | 118,291 | $5.3M | 0.58% | 2025-12-31 |
| 25 | Waldron Private Wealth LLC | 115,063 | $5.2M | 0.56% | 2025-12-31 |
| 26 | Hills Bank & Trust Co | 111,475 | $5.0M | 0.55% | 2025-12-31 |
| 27 | HighTower Advisors, LLC | 105,882 | $4.8M | 0.52% | 2025-12-31 |
| 28 | WLTH Capital Management, LLC | 91,281 | $4.5M | 0.45% | 2025-12-31 |
| 29 | Valmark Advisers, Inc. | 98,798 | $4.4M | 0.48% | 2025-12-31 |
| 30 | OneAscent Financial Services LLC | 95,325 | $4.3M | 0.47% | 2025-12-31 |
| 31 | MML INVESTORS SERVICES, LLC | 94,933 | $4.3M | 0.47% | 2025-12-31 |
| 32 | JFS WEALTH ADVISORS, LLC | 93,535 | $4.2M | 0.46% | 2025-12-31 |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,258 | $3.9M | 0.42% | 2025-09-30 |
| 34 | Brooklyn FI, LLC | 76,994 | $3.5M | 0.38% | 2025-12-31 |
| 35 | Austin Private Wealth, LLC | 75,900 | $3.4M | 0.37% | 2025-12-31 |
| 36 | Cetera Investment Advisers | 68,611 | $3.1M | 0.33% | 2025-12-31 |
| 37 | Capstone Financial Advisors, Inc. | 66,212 | $3.0M | 0.32% | 2025-12-31 |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 63,874 | $2.9M | 0.31% | 2025-12-31 |
| 39 | Moss Adams Wealth Advisors LLC | 63,045 | $2.8M | 0.31% | 2025-12-31 |
| 40 | Focus Partners Wealth | 62,635 | $2.8M | 0.31% | 2025-12-31 |
| 41 | EP Wealth Advisors, LLC | 58,340 | $2.6M | 0.28% | 2025-12-31 |
| 42 | Sanctuary Advisors, LLC | 56,614 | $2.5M | 0.28% | 2025-12-31 |
| 43 | Banque Cantonale Vaudoise | 51,063 | $2.3M | 0.25% | 2025-12-31 |
| 44 | One Capital Management, LLC | 48,362 | $2.2M | 0.23% | 2025-12-31 |
| 45 | FSM Wealth Advisors, LLC | 46,591 | $2.1M | 0.23% | 2025-12-31 |
| 46 | ALTFEST L J & CO INC | 39,469 | $1.8M | 0.19% | 2025-12-31 |
| 47 | Royal Bank of Canada | 38,675 | $1.7M | 0.19% | 2025-12-31 |
| 48 | GREAT VALLEY ADVISOR GROUP, INC. | 37,602 | $1.7M | 0.18% | 2025-12-31 |
| 49 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35,370 | $1.6M | 0.17% | 2025-12-31 |
| 50 | BARCLAYS PLC | 33,802 | $1.5M | 0.16% | 2025-12-31 |
| 51 | BLAIR WILLIAM & CO/IL | 32,474 | $1.5M | 0.16% | 2025-12-31 |
| 52 | Abacus Planning Group, Inc. | 31,816 | $1.4M | 0.15% | 2025-12-31 |
| 53 | Beacon Pointe Advisors, LLC | 30,458 | $1.4M | 0.15% | 2025-12-31 |
| 54 | Simplicity Wealth,LLC | 30,291 | $1.4M | 0.14% | 2025-12-31 |
| 55 | Brand Asset Management Group, Inc. | 26,747 | $1.2M | 0.13% | 2025-12-31 |
| 56 | Total Wealth Planning, LLC | 26,088 | $1.2M | 0.12% | 2025-09-30 |
| 57 | Boltwood Capital Management | 26,245 | $1.2M | 0.12% | 2025-12-31 |
| 58 | BIP Wealth, LLC | 25,107 | $1.1M | 0.12% | 2025-12-31 |
| 59 | OSAIC HOLDINGS, INC. | 24,754 | $1.1M | 0.12% | 2025-12-31 |
| 60 | IFG Advisory, LLC | 24,335 | $1.1M | 0.12% | 2025-12-31 |
| 61 | JANE STREET GROUP, LLC | 24,203 | $1.1M | 0.11% | 2025-12-31 |
| 62 | M&T Bank Corp | 23,974 | $1.1M | 0.11% | 2025-12-31 |
| 63 | FIDUCIARY FINANCIAL GROUP, LLC | 23,630 | $1.1M | 0.11% | 2025-12-31 |
| 64 | HHM Wealth Advisors, LLC | 23,080 | $1.0M | 0.11% | 2025-12-31 |
| 65 | Orion Porfolio Solutions, LLC | 21,754 | $979.4K | 0.10% | 2025-12-31 |
| 66 | RFG Advisory, LLC | 20,816 | $937.1K | 0.10% | 2025-12-31 |
| 67 | Savant Capital, LLC | 20,651 | $929.7K | 0.10% | 2025-12-31 |
| 68 | UBS Group AG | 20,542 | $924.8K | 0.10% | 2025-12-31 |
| 69 | Creative Planning | 20,299 | $913.9K | 0.10% | 2025-12-31 |
| 70 | NBC SECURITIES, INC. | 20,136 | $906.6K | 0.09% | 2025-12-31 |
| 71 | Aspire Private Capital, LLC | 19,246 | $866.5K | 0.09% | 2025-12-31 |
| 72 | Independent Advisor Alliance | 18,732 | $843.3K | 0.09% | 2025-12-31 |
| 73 | MATRIX PRIVATE CAPITAL GROUP LLC | 18,559 | $835.5K | 0.09% | 2025-12-31 |
| 74 | ORBA Wealth Advisors, L.L.C. | 18,484 | $832.2K | 0.09% | 2025-12-31 |
| 75 | Concurrent Investment Advisors, LLC | 17,461 | $786.1K | 0.08% | 2025-12-31 |
| 76 | FIFTH THIRD BANCORP | 16,429 | $739.6K | 0.08% | 2025-12-31 |
| 77 | Apella Capital, LLC | 15,557 | $700.4K | 0.07% | 2025-12-31 |
| 78 | XML Financial, LLC | 15,109 | $680.2K | 0.07% | 2025-12-31 |
| 79 | WOLVERINE ASSET MANAGEMENT LLC | 14,612 | $668.8K | 0.07% | 2025-09-30 |
| 80 | FSB PREMIER WEALTH MANAGEMENT, INC. | 14,538 | $654.5K | 0.07% | 2025-12-31 |
| 81 | Family Office Research LLC | 13,682 | $622.4K | 0.06% | 2025-12-31 |
| 82 | TRUIST FINANCIAL CORP | 13,674 | $615.6K | 0.06% | 2025-12-31 |
| 83 | Private Advisor Group, LLC | 13,196 | $594.1K | 0.06% | 2025-12-31 |
| 84 | MPS Loria Financial Planners, LLC | 11,531 | $519.1K | 0.05% | 2025-12-31 |
| 85 | Lunt Capital Management, Inc. | 10,595 | $484.9K | 0.05% | 2025-09-30 |
| 86 | WELLS FARGO & COMPANY/MN | 10,428 | $469.4K | 0.05% | 2025-12-31 |
| 87 | Belpointe Asset Management LLC | 10,178 | $458.2K | 0.05% | 2025-12-31 |
| 88 | COURIER CAPITAL LLC | 10,125 | $455.8K | 0.05% | 2025-12-31 |
| 89 | Efficient Advisors, LLC | 9,834 | $442.7K | 0.04% | 2025-12-31 |
| 90 | Aquire Wealth Advisors, LLC | 9,400 | $423.2K | 0.04% | 2025-12-31 |
| 91 | Envision Financial LLC | 9,362 | $421.5K | 0.04% | 2025-12-31 |
| 92 | Baird Financial Group, Inc. | 8,992 | $404.8K | 0.04% | 2025-12-31 |
| 93 | INNEALTA CAPITAL, LLC | 8,819 | $397.0K | 0.04% | 2025-12-31 |
| 94 | HARBOUR INVESTMENTS, INC. | 8,685 | $391.0K | 0.04% | 2025-12-31 |
| 95 | SageView Advisory Group, LLC | 8,657 | $389.7K | 0.04% | 2025-12-31 |
| 96 | COMMONWEALTH EQUITY SERVICES, LLC | 8,454 | $380.6K | 0.04% | 2025-12-31 |
| 97 | J.W. COLE ADVISORS, INC. | 7,620 | $341.9K | 0.03% | 2025-12-31 |
| 98 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,415 | $338.3K | 0.03% | 2025-12-31 |
| 99 | Integrated Advisors Network LLC | 7,324 | $329.7K | 0.03% | 2025-12-31 |
| 100 | FC Advisory LLC | 7,150 | $321.9K | 0.03% | 2025-12-31 |
| 101 | Tilson Financial Group, Inc. | 7,011 | $315.6K | 0.03% | 2025-12-31 |
| 102 | NOMURA ASSET MANAGEMENT CO LTD | 7,000 | $315.1K | 0.03% | 2025-12-31 |
| 103 | Clarity Retirement & Wealth, LLC | 6,886 | $310.0K | 0.03% | 2025-12-31 |
| 104 | NICOLET ADVISORY SERVICES, LLC | 6,402 | $294.2K | 0.03% | 2025-12-31 |
| 105 | JIM SAULNIER & ASSOCIATES, LLC | 6,514 | $293.3K | 0.03% | 2025-12-31 |
| 106 | HOGE FINANCIAL SERVICES, LLC | 6,497 | $292.5K | 0.03% | 2025-12-31 |
| 107 | Evanson Asset Management, LLC | 6,467 | $291.1K | 0.03% | 2025-12-31 |
| 108 | Consolidated Portfolio Review Corp | 6,197 | $283.6K | 0.03% | 2025-09-30 |
| 109 | BAILARD, INC. | 6,113 | $275.2K | 0.03% | 2025-12-31 |
| 110 | Sincerus Advisory, LLC | 6,026 | $271.3K | 0.02% | 2025-12-31 |
| 111 | Endowment Wealth Management, Inc. | 5,911 | $266.1K | 0.02% | 2025-12-31 |
| 112 | Emerald Advisors, LLC | 5,736 | $258.2K | 0.02% | 2025-12-31 |
| 113 | Lifeworks Advisors, LLC | 5,574 | $250.9K | 0.02% | 2025-12-31 |
| 114 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,391 | $242.7K | 0.02% | 2025-12-31 |
| 115 | Pacific Capital Wealth Advisors, Inc. | 5,372 | $241.8K | 0.02% | 2025-12-31 |
| 116 | NewEdge Advisors, LLC | 4,926 | $221.8K | 0.02% | 2025-12-31 |
| 117 | Kondo Wealth Advisors, Inc. | 4,915 | $221.4K | 0.02% | 2025-12-31 |
| 118 | Sowell Financial Services LLC | 4,868 | $219.2K | 0.02% | 2025-12-31 |
| 119 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 4,706 | $217.4K | 0.02% | 2025-12-31 |
| 120 | Keystone Financial Group | 4,741 | $213.4K | 0.02% | 2025-12-31 |
| 121 | Walkner Condon Financial Advisors LLC | 4,733 | $213.1K | 0.02% | 2025-12-31 |
| 122 | MAI Capital Management | 4,568 | $205.7K | 0.02% | 2025-12-31 |
| 123 | Discipline Wealth Solutions, LLC | 4,454 | $200.5K | 0.02% | 2025-12-31 |
| 124 | N.E.W. Advisory Services LLC | 3,905 | $175.8K | 0.01% | 2025-12-31 |
| 125 | AE Wealth Management LLC | 3,851 | $173.4K | 0.01% | 2025-12-31 |
| 126 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3,537 | $159.2K | 0.01% | 2025-12-31 |
| 127 | Rockefeller Capital Management L.P. | 2,976 | $134.0K | 0.01% | 2025-12-31 |
| 128 | Ancora Advisors LLC | 2,965 | $133.5K | 0.01% | 2025-12-31 |
| 129 | CoreCap Advisors, LLC | 2,784 | $125.3K | 0.01% | 2025-12-31 |
| 130 | First Command Advisory Services, Inc. | 2,749 | $123.8K | 0.01% | 2025-12-31 |
| 131 | Kestra Advisory Services, LLC | 2,721 | $122.5K | 0.01% | 2025-12-31 |
| 132 | IFP Advisors, Inc | 2,661 | $121.8K | 0.01% | 2025-12-31 |
| 133 | NATIONAL BANK OF CANADA /FI/ | 2,554 | $115.2K | 0.01% | 2025-12-31 |
| 134 | Wealthspire Advisors, LLC | 2,291 | $104.9K | 0.01% | 2025-09-30 |
| 135 | US BANCORP \DE\ | 2,296 | $103.4K | 0.01% | 2025-12-31 |
| 136 | FMR LLC | 2,156 | $97.0K | 0.01% | 2025-12-31 |
| 137 | JPMORGAN CHASE & CO | 2,148 | $96.7K | 0.01% | 2025-12-31 |
| 138 | EverSource Wealth Advisors, LLC | 1,970 | $88.7K | 0.00% | 2025-12-31 |
| 139 | Larson Financial Group LLC | 1,749 | $78.8K | 0.00% | 2025-12-31 |
| 140 | CARDIFF PARK ADVISORS, LLC | 1,591 | $71.6K | 0.00% | 2025-12-31 |
| 141 | Parallel Advisors, LLC | 1,547 | $69.7K | 0.00% | 2025-12-31 |
| 142 | FAS Wealth Partners, Inc. | 1,373 | $61.8K | 0.00% | 2025-12-31 |
| 143 | Strategic Advocates LLC | 1,255 | $57.2K | 0.00% | 2025-12-31 |
| 144 | Joseph Group Capital Management | 1,185 | $53.3K | 0.00% | 2025-12-31 |
| 145 | Smartleaf Asset Management LLC | 1,018 | $46.4K | 0.00% | 2025-12-31 |
| 146 | Global Retirement Partners, LLC | 936 | $42.1K | 0.00% | 2025-12-31 |
| 147 | Ironwood Wealth Management, LLC. | 912 | $41.1K | 0.00% | 2025-12-31 |
| 148 | FIRST COMMUNITY TRUST NA | 900 | $40.5K | 0.00% | 2025-12-31 |
| 149 | BANK OF MONTREAL /CAN/ | 732 | $33.0K | 0.00% | 2025-12-31 |
| 150 | Mowery & Schoenfeld Wealth Management, LLC | 696 | $31.3K | 0.00% | 2025-12-31 |
| 151 | Steward Partners Investment Advisory, LLC | 638 | $28.7K | 0.00% | 2025-12-31 |
| 152 | Allworth Financial LP | 579 | $26.1K | 0.00% | 2025-12-31 |
| 153 | AdvisorNet Financial, Inc | 532 | $24.0K | 0.00% | 2025-12-31 |
| 154 | GPS Wealth Strategies Group, LLC | 484 | $22.1K | 0.00% | 2025-09-30 |
| 155 | Parkside Financial Bank & Trust | 471 | $21.2K | 0.00% | 2025-12-31 |
| 156 | FLAGSHIP HARBOR ADVISORS, LLC | 390 | $17.6K | 0.00% | 2025-12-31 |
| 157 | COMERICA BANK | 355 | $16.0K | 0.00% | 2025-12-31 |
| 158 | Wilkerson Advisory Group LLC | 350 | $15.8K | 0.00% | 2025-12-31 |
| 159 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 300 | $13.9K | 0.00% | 2025-09-30 |
| 160 | TRUST CO OF TOLEDO NA /OH/ | 300 | $13.5K | 0.00% | 2025-12-31 |
| 161 | Financial Freedom, LLC | 290 | $13.1K | 0.00% | 2025-12-31 |
| 162 | Clearstead Advisors, LLC | 250 | $11.3K | 0.00% | 2025-12-31 |
| 163 | Geneos Wealth Management Inc. | 215 | $9.7K | 0.00% | 2025-12-31 |
| 164 | NBT BANK N A /NY | 210 | $9.5K | 0.00% | 2025-12-31 |
| 165 | Longview Financial Advisors LLC | 207 | $9.3K | 0.00% | 2025-12-31 |
| 166 | Farther Finance Advisors, LLC | 199 | $9.0K | 0.00% | 2025-12-31 |
| 167 | MPWM ADVISORY SOLUTIONS, LLC | 195 | $8.8K | 0.00% | 2025-12-31 |
| 168 | Root Financial Partners, LLC | 179 | $8.1K | 0.00% | 2025-12-31 |
| 169 | Safe Harbor Fiduciary, LLC | 176 | $7.9K | 0.00% | 2025-12-31 |
| 170 | Keating Financial Advisory Services, Inc. | 166 | $7.5K | 0.00% | 2025-12-31 |
| 171 | LRI Investments, LLC | 162 | $7.3K | 0.00% | 2025-12-31 |
| 172 | Sunbelt Securities, Inc. | 161 | $7.2K | 0.00% | 2025-12-31 |
| 173 | Strategic Wealth Partners, Ltd. | 156 | $7.1K | 0.00% | 2025-09-30 |
| 174 | Physician Wealth Advisors, Inc. | 151 | $6.8K | 0.00% | 2025-12-31 |
| 175 | OPTIMA CAPITAL LLC | 143 | $6.4K | 0.00% | 2025-12-31 |
| 176 | Aptus Capital Advisors, LLC | 139 | $6.3K | 0.00% | 2025-12-31 |
| 177 | Federation des caisses Desjardins du Quebec | 137 | $6.2K | 0.00% | 2025-12-31 |
| 178 | Main Street Group, LTD | 129 | $5.9K | 0.00% | 2025-09-30 |
| 179 | ELEVATION POINT WEALTH PARTNERS, LLC | 131 | $5.8K | 0.00% | 2025-12-31 |
| 180 | Qube Research & Technologies Ltd | 126 | $5.7K | 0.00% | 2025-12-31 |
| 181 | Godfrey Financial Associates, Inc. | 120 | $5.4K | 0.00% | 2025-12-31 |
| 182 | Cherry Tree Wealth Management, LLC | 106 | $4.8K | 0.00% | 2025-12-31 |
| 183 | Legacy Wealth Managment, LLC/ID | 96 | $4.3K | 0.00% | 2025-12-31 |
| 184 | Scarborough Advisors, LLC | 88 | $4.0K | 0.00% | 2025-12-31 |
| 185 | TRUST CO OF VERMONT | 88 | $4.0K | 0.00% | 2025-12-31 |
| 186 | Golden State Wealth Management, LLC | 87 | $3.9K | 0.00% | 2025-12-31 |
| 187 | Realta Investment Advisors | 83 | $3.7K | 0.00% | 2025-12-31 |
| 188 | Elevated Capital Advisors, LLC | 78 | $3.5K | 0.00% | 2025-12-31 |
| 189 | Arlington Trust Co LLC | 78 | $3.5K | 0.00% | 2025-12-31 |
| 190 | Cambridge Investment Research Advisors, Inc. | 72,560 | $3.3K | 0.35% | 2025-12-31 |
| 191 | Northwest Capital Management Inc | 71 | $3.3K | 0.00% | 2025-09-30 |
| 192 | NATIXIS ADVISORS, LLC | 70,739 | $3.2K | 0.35% | 2025-12-31 |
| 193 | PNC Financial Services Group, Inc. | 70 | $3.2K | 0.00% | 2025-12-31 |
| 194 | PARK AVENUE SECURITIES LLC | 67,121 | $3.1K | 0.33% | 2025-09-30 |
| 195 | Capital Investment Advisory Services, LLC | 66 | $3.0K | 0.00% | 2025-12-31 |
| 196 | FLOW TRADERS U.S. LLC | 63,118 | $2.8K | 0.31% | 2025-12-31 |
| 197 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 62 | $2.8K | 0.00% | 2025-12-31 |
| 198 | Murphy & Mullick Capital Management Corp | 62 | $2.8K | 0.00% | 2025-12-31 |
| 199 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 53 | $2.4K | 0.00% | 2025-12-31 |
| 200 | PRIVATE TRUST CO NA | 43 | $1.9K | 0.00% | 2025-12-31 |
| 201 | Front Row Advisors LLC | 43 | $1.9K | 0.00% | 2025-12-31 |
| 202 | WOLFF WIESE MAGANA LLC | 40 | $1.8K | 0.00% | 2025-09-30 |
| 203 | ASSETMARK, INC | 38 | $1.7K | 0.00% | 2025-12-31 |
| 204 | Sound Income Strategies, LLC | 34 | $1.6K | 0.00% | 2025-12-31 |
| 205 | Columbia River Financial Group, LLC | 33,895 | $1.5K | 0.16% | 2025-12-31 |
| 206 | Arax Advisory Partners | 32 | $1.4K | 0.00% | 2025-12-31 |
| 207 | Glass Jacobson Investment Advisors llc | 30 | $1.4K | 0.00% | 2025-12-31 |
| 208 | Key Financial Inc | 29 | $1.3K | 0.00% | 2025-12-31 |
| 209 | Rossby Financial, LCC | 27 | $1.2K | 0.00% | 2025-12-31 |
| 210 | CWM, LLC | 25,355 | $1.1K | 0.12% | 2025-12-31 |
| 211 | Lester Murray Antman dba SimplyRich | 23,237 | $1.0K | 0.11% | 2025-12-31 |
| 212 | AllSquare Wealth Management LLC | 22 | $1.0K | 0.00% | 2025-12-31 |
| 213 | Heritage Wealth Advisors | 21 | $965 | 0.00% | 2025-12-31 |
| 214 | ORG Wealth Partners, LLC | 17 | $765 | 0.00% | 2025-12-31 |
| 215 | Arkos Global Advisors | 14,996 | $675 | 0.07% | 2025-12-31 |
| 216 | Bogart Wealth, LLC | 6 | $270 | 0.00% | 2025-12-31 |
| 217 | Betterment LLC | 5,720 | $258 | 0.02% | 2025-12-31 |
| 218 | USAdvisors Wealth Management, LLC | 4,891 | $220 | 0.02% | 2025-12-31 |
| 219 | GW&K Investment Management, LLC | 3,805 | $171 | 0.01% | 2025-12-31 |
| 220 | CITIGROUP INC | 2 | $90 | 0.00% | 2025-12-31 |
| 221 | Capital Analysts, LLC | 1,521 | $68 | 0.00% | 2025-12-31 |
| 222 | Tower Research Capital LLC (TRC) | 1 | $45 | 0.00% | 2025-12-31 |
| 223 | IFC & Insurance Marketing, Inc. | 712 | $32 | 0.00% | 2025-12-31 |
| 224 | Farmers & Merchants Trust Co of Chambersburg PA | 298 | $13 | 0.00% | 2025-12-31 |
| 225 | SIGNATUREFD, LLC | 0 | $4 | 0.00% | 2025-12-31 |
| 226 | Avion Wealth | 110 | $4 | 0.00% | 2025-12-31 |
| 227 | TSFG, LLC | 79 | $4 | 0.00% | 2025-12-31 |