SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2024 (March 31)772holders
3famous investors
$43.03avg. 13F price*
At the end of Q1 2024, 772 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($928.4M), LPL Financial LLC ($748.2M) and Betterment LLC ($566.4M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $89.2M |
| Exits | 62 | $195.1M |
Ownership 772 holders
| Financial Engines Advisors L.L.C. | 2.09% | Add +2.3% | 21,570,536 | $928.4M |
| LPL Financial LLC | 0.40% | Add +5.4% | 17,383,043 | $748.2M |
| Betterment LLC | 1.52% | Add +176603.6% | 13,159,120 | $566.4M |
| Bank of America Corp. | 0.03% | Reduce -1.8% | 6,930,627 | $298.3M |
| Ameriprise Financial Inc. | 0.07% | Reduce -0.2% | 6,142,958 | $264.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -25.0% | 5,503,031 | $236.9M |
| Valmark Advisers, Inc. | 4.09% | Add +4.2% | 5,449,209 | $234.5M |
| Richard Bernstein Advisors LLC | 3.25% | Reduce -2.9% | 3,516,927 | $151.4M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.9% | 3,208,682 | $138.1M |
| Creative Planning | 0.15% | Reduce -3.9% | 3,203,634 | $137.9M |
| Morgan Stanley | 0.01% | Add +18.9% | 3,001,496 | $129.2M |
| Private Advisor Group, LLC | 0.70% | Add +2.8% | 2,250,653 | $96.9M |
| UBS Group AG | 0.03% | Add +1.4% | 2,235,184 | $96.2M |
| Cwm, LLC | 0.46% | Add +7.6% | 2,197,839 | $94.6M |
| Crestwood Advisors Group, LLC | 1.98% | Add +2.5% | 2,105,102 | $90.6M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.1% | 1,921,899 | $82.7M |
| CW Advisors, LLC | 1.38% | Add +0.2% | 1,861,406 | $80.1M |
| Stadion Money Management, LLC | 4.97% | Add +1.9% | 1,781,156 | $76.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.63% | Reduce -50.5% | 1,665,635 | $71.7M |
| Osaic Holdings, Inc. | 0.15% | Add +13.1% | 1,539,901 | $66.3M |
| Mariner, LLC | 0.13% | Reduce -1.2% | 1,484,170 | $63.9M |
| JPMorgan Chase & Co. | 0.01% | Add +112.5% | 1,412,422 | $60.8M |
| Pinnacle Wealth Planning Services, Inc. | 8.90% | Add +3.1% | 1,412,059 | $60.8M |
| Royal Bank of Canada | 0.01% | Add +11.9% | 1,372,331 | $59.1M |
| MBB Public Markets I LLC | 3.67% | Add +139.1% | 1,335,141 | $57.5M |
| State Street Corp. | 0.00% | Reduce -23.4% | 1,289,490 | $55.5M |
| Morningstar Investment Services LLC | 0.58% | Reduce -4.5% | 1,238,063 | $53.0M |
| Merit Financial Group, LLC | 1.26% | Reduce -30.9% | 1,270,319 | $53.0M |
| Townsquare Capital LLC | 0.76% | Add +4.9% | 1,210,595 | $52.1M |
| Elo Mutual Pension Insurance Co | 1.19% | Reduce -18.1% | 1,174,606 | $50.6M |
| Wealthcare Advisory Partners LLC | 1.63% | Add +20.4% | 1,152,219 | $49.6M |
| Great Valley Advisor Group, Inc. | 1.48% | Add +38.0% | 1,134,801 | $48.8M |
| HighTower Advisors, LLC | 0.08% | Add +5.7% | 1,101,289 | $47.4M |
| Midland Wealth Advisors, LLC | 2.77% | Add +7.3% | 1,044,262 | $44.9M |
| Cetera Investment Advisers | 0.10% | Add +533.8% | 1,017,095 | $43.8M |
| Assetmark, Inc. | 0.13% | Reduce -6.2% | 960,836 | $41.4M |
| Truist Financial Corp. | 0.06% | Add +0.5% | 927,046 | $39.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +80.0% | 920,102 | $39.6M |
| DAVENPORT & Co LLC | 0.24% | Add +8.0% | 897,965 | $38.6M |
| Capital Analysts, LLC | 1.80% | Add +7.0% | 896,906 | $38.6M |
| Wells Fargo & Company | 0.01% | Reduce -18.7% | 892,668 | $38.4M |
| Austin Private Wealth, LLC | 4.03% | Reduce -3.8% | 832,246 | $35.0M |
| Waller Financial Planning Group, Inc. | 9.19% | Reduce -0.6% | 801,325 | $34.5M |
| Raymond James & Associates | 0.02% | Add +21.3% | 793,264 | $34.1M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.5% | 777,317 | $33.5M |
| Obermeyer Wealth Partners | 1.92% | Reduce -28.7% | 756,957 | $32.6M |
| Spinnaker Trust | 1.95% | Add +14.2% | 700,422 | $30.1M |
| Atlas Private Wealth Advisors | 9.68% | Reduce -42.8% | 673,308 | $29.0M |
| Integrated Wealth Concepts LLC | 0.41% | Reduce -3.3% | 654,031 | $28.1M |
| Peterson Wealth Advisors, LLC | 5.93% | Add +1.5% | 648,291 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +42.5% | 616,678 | $26.5M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +6.5% | 593,914 | $25.6M |
| Stifel Financial Corp. | 0.03% | Add +1.8% | 586,602 | $25.2M |
| Corient Private Wealth LP | 0.04% | Add +1.9% | 548,614 | $23.6M |
| Gerber Kawasaki Wealth & Investment Management | 1.24% | Add +16.7% | 532,613 | $22.9M |
| Patriot Investment Management Group, Inc. | 1.80% | Add +14.9% | 528,540 | $22.7M |
| Focus Financial Network, Inc. | 1.11% | — | 570,674 | $22.7M |
| Dakota Wealth Management | 0.56% | Add +16.3% | 523,323 | $22.5M |
| OneDigital Investment Advisors LLC | 0.34% | Reduce -7.1% | 495,360 | $21.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -25.9% | 483,052 | $20.8M |
| Good Life Advisors, LLC | 1.84% | Reduce -1.5% | 482,298 | $20.8M |
| Equitable Holdings, Inc. | 0.23% | Add +20.3% | 480,540 | $20.7M |
| JNBA Financial Advisors | 2.05% | Add +133.2% | 453,188 | $19.5M |
| Financial Security Advisor, Inc. | 6.80% | Reduce -1.3% | 451,747 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +1.6% | 441,016 | $19.0M |
| United Asset Strategies, Inc. | 1.83% | Add +4055.9% | 426,017 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +2.2% | 413,405 | $17.8M |
| IHT Wealth Management, LLC | 0.70% | Reduce -4.8% | 403,541 | $17.4M |
| Garrett Wealth Advisory Group, LLC | 6.92% | Add +0.7% | 392,548 | $16.9M |
| McNamara Financial Services, Inc. | 3.57% | Reduce -0.3% | 387,461 | $16.7M |
| Retirement Financial Solutions, LLC | 8.22% | Add +10.3% | 371,346 | $16.0M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.65% | Add +31.6% | 366,749 | $15.8M |
| Fox Financial, Inc | 14.15% | Reduce -0.6% | 362,876 | $15.6M |
| D. E. Shaw & Co. | 0.02% | New | 361,738 | $15.6M |
| St Germain D J Co. Inc. | 0.76% | Add +6.8% | 360,329 | $15.5M |
| OneAscent Financial Services LLC | 1.68% | Reduce -18.6% | 353,506 | $15.2M |
| Trilogy Capital Inc. | 0.83% | Add +2.4% | 337,042 | $14.5M |
| Boston Standard Wealth Management, LLC | 3.20% | Add +5.6% | 328,317 | $14.1M |
| Allen Capital Group, LLC | 2.03% | Add +1.1% | 324,505 | $14.0M |
| Carnegie Investment Counsel | 0.43% | Add +3.4% | 323,815 | $13.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -53.0% | 322,188 | $13.9M |
| Alps Advisors Inc. | 0.10% | Reduce -0.9% | 320,395 | $13.8M |
| Marmo Financial Group, LLC | 8.37% | Add +5.3% | 319,805 | $13.8M |
| Avior Wealth Management, LLC | 0.63% | Add +15.8% | 315,233 | $13.6M |
| Berkshire Asset Management LLC | 0.71% | Add +12.5% | 309,725 | $13.3M |
| RVW Wealth, LLC | 1.36% | Reduce -8.0% | 308,299 | $13.3M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +13.5% | 303,691 | $13.1M |
| Cary Street Partners Investment Advisory LLC | 0.55% | Add +34.3% | 302,749 | $13.0M |
| Financial Gravity Asset Management, Inc. | 3.63% | Reduce -92.3% | 305,828 | $12.9M |
| Valeo Financial Advisors, LLC | 0.46% | Reduce -1.0% | 311,131 | $12.8M |
| Flagship Harbor Advisors, LLC | 0.81% | Add +22.9% | 294,132 | $12.7M |
| Texas Permanent School Fund Corp. | 0.09% | Reduce -29.4% | 279,184 | $12.0M |
| Taylor & Morgan Wealth Management, LLC | 8.75% | Add +2.9% | 276,884 | $11.9M |
| Cary Street Partners Asset Management LLC | 1.82% | Reduce -19.3% | 273,072 | $11.8M |
| Pure Financial Advisors, LLC | 0.37% | Reduce -1.7% | 271,296 | $11.7M |
| North Star Asset Management Inc. | 0.55% | Add +7.1% | 270,312 | $11.6M |
| Park Avenue Securities LLC | 0.15% | Add +3.2% | 270,297 | $11.6M |
| KWB Wealth | 1.55% | Reduce -2.1% | 267,966 | $11.5M |
| Geneos Wealth Management Inc. | 0.52% | Add +7.6% | 264,503 | $11.4M |
| WBH Advisory Inc. | 1.15% | Add +7.9% | 260,091 | $11.2M |
| Western Wealth Management, LLC | 0.87% | Reduce -3.0% | 259,996 | $11.2M |
| Windsor Capital Management, LLC | 3.37% | Add +1.7% | 252,125 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +10.9% | 252,060 | $10.8M |
| Financial Insights, Inc. | 3.11% | Reduce -8.8% | 251,517 | $10.8M |
| Global Retirement Partners, LLC | 0.40% | Add +1.3% | 246,506 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +26.4% | 243,598 | $10.5M |
| Flynn Zito Capital Management, LLC | 5.36% | Add +6.3% | 241,213 | $10.4M |
| Banco Santander, S.A. | 0.12% | Reduce -41.7% | 239,695 | $10.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -48.9% | 232,876 | $10.0M |
| Oarsman Capital, Inc. | 2.32% | Add +19.7% | 225,844 | $9.7M |
| Allworth Financial LP | 0.07% | Add +9.5% | 224,037 | $9.6M |
| Financial Advocates Investment Management | 0.56% | Add +19.3% | 222,325 | $9.6M |
| Aspire Capital Advisors LLC | 3.21% | Reduce -12.8% | 221,547 | $9.5M |
| 1900 Wealth Management LLC | 0.80% | Reduce -40.1% | 204,543 | $8.8M |
| Pachira Investments Inc. | 7.06% | Reduce -6.6% | 200,695 | $8.6M |
| Bison Wealth, LLC | 1.40% | New | 200,692 | $8.6M |
| Scarborough Advisors, LLC | 3.93% | Add +1.3% | 197,388 | $8.5M |
| Legacy Edge Advisors, LLC | 1.75% | New | 195,090 | $8.4M |
| Sterling Investment Advisors, Ltd. | 2.36% | Reduce -1.2% | 75,834 | $8.4M |
| Diversify Advisory Services, LLC | 0.48% | — | 191,338 | $8.2M |
| Cahaba Wealth Management, Inc. | 0.74% | Add +1.8% | 188,533 | $8.1M |
| Kensington Asset Management, LLC | 0.41% | New | 188,201 | $8.1M |
| Liquid Strategies, LLC | 2.10% | New | 188,201 | $8.1M |
| Sterling Manor Financial, LLC | 6.04% | Reduce -1.5% | 186,778 | $8.0M |
| Larson Financial Group LLC | 0.62% | Reduce -7.8% | 185,111 | $8.0M |
| Summit Investment Advisory Services, LLC | 4.70% | Add +3.2% | 184,635 | $7.9M |
| Private Wealth Group, LLC | 4.07% | Add +4.9% | 182,523 | $7.9M |
| Annex Advisory Services, LLC | 0.28% | Reduce -25.4% | 179,914 | $7.7M |
| D.A. Davidson & Co. | 0.07% | Reduce -18.4% | 177,007 | $7.6M |
| AlphaStar Capital Management, LLC | 0.78% | Add +8.9% | 175,852 | $7.6M |
| Advisor OS, LLC | 0.84% | Add +54.1% | 170,774 | $7.4M |
| RFG Advisory, LLC | 0.25% | Add +60.6% | 169,961 | $7.3M |
| Walkner Condon Financial Advisors LLC | 1.53% | Add +13.3% | 168,072 | $7.2M |
| Voisard Asset Management Group, Inc. | 4.01% | Add +3.7% | 165,623 | $7.1M |
| Montz Harcus Wealth Management LLC | 4.65% | Add +8.1% | 159,672 | $6.9M |
| Berkeley Capital Partners, LLC | 2.08% | New | 158,724 | $6.8M |
| Avidian Wealth Enterprises, LLC | 0.37% | Add +17.0% | 158,721 | $6.8M |
| PSI Advisors, LLC | 2.34% | Reduce -9.8% | 150,426 | $6.5M |
| Aspire Private Capital, LLC | 1.71% | Reduce -10.2% | 150,345 | $6.5M |
| Asset Management Group, Inc. | 0.97% | Add +0.3% | 148,122 | $6.4M |
| Avantax Advisory Services, Inc. | 0.05% | Add +5.9% | 143,536 | $6.2M |
| NewEdge Advisors, LLC | 0.05% | Add +5.0% | 142,741 | $6.1M |
| Impact Partnership Wealth, LLC | 2.42% | Reduce -3.6% | 141,895 | $6.1M |
| Abich Financial Wealth Management LLC | 4.64% | Add +50.9% | 139,514 | $6.0M |
| Perennial Investment Advisors, LLC | 0.91% | Add +124.7% | 138,905 | $6.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -78.1% | 137,122 | $5.9M |
| Syntrinsic LLC | 1.97% | Add +0.0% | 136,471 | $5.9M |
| Girard Partners LTD. | 0.55% | New | 135,057 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.32% | Add +7.3% | 134,727 | $5.8M |
| Hibernia Wealth Partners, LLC | 3.89% | Reduce -10.2% | 132,702 | $5.7M |
| Strategic Wealth Partners, Ltd. | 0.61% | Add +0.3% | 128,993 | $5.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +201.3% | 128,756 | $5.5M |
| GeoWealth Management, LLC | 0.21% | Reduce -0.3% | 125,168 | $5.4M |
| Ironwood Wealth Management, LLC. | 1.73% | Reduce -1.9% | 123,952 | $5.3M |
| Mason Street Advisors, LLC | 0.89% | New | 123,400 | $5.3M |
| Paulson Wealth Management Inc. | 1.55% | Add +3.8% | 122,467 | $5.3M |
| Lake Street Advisors Group, LLC | 0.24% | No change | 121,309 | $5.2M |
| Debussy Capital Management LP | 1.51% | Reduce -1.1% | 122,201 | $5.2M |
| Waverly Advisors, LLC | 0.12% | Add +406.9% | 119,078 | $5.1M |
| MJP Associates Inc. | 1.10% | Add +108.5% | 116,973 | $5.0M |
| Wrapmanager Inc. | 1.37% | Reduce -30.5% | 114,845 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +14.6% | 113,942 | $4.9M |
| Financial Counselors Inc. | 0.08% | Reduce -0.2% | 113,825 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.9% | 112,745 | $4.9M |
| Evermay Wealth Management LLC | 0.73% | Reduce -7.5% | 112,327 | $4.8M |
| Warren Street Wealth Advisors, LLC | 2.26% | Add +3.9% | 106,138 | $4.6M |
| Octavia Wealth Advisors, LLC | 0.67% | Add +664.5% | 105,433 | $4.5M |
| Strategic Financial Concepts, LLC | 1.09% | Add +130.4% | 105,010 | $4.5M |
| Destiny Capital Corp | 3.15% | Reduce -7.1% | 104,898 | $4.5M |
| Cornerstone Wealth Management, LLC | 0.36% | Add +2.4% | 104,522 | $4.5M |
| Millington Financial Advisors, LLC | 3.18% | Add +4.8% | 103,634 | $4.5M |
| Higgins & Schmidt Wealth Strategies LLC | 3.28% | Add +1.3% | 103,252 | $4.4M |
| Strategic Financial Planning, Inc. | 3.31% | Reduce -1.2% | 102,788 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.3% | 100,250 | $4.3M |
| Hofer & Associates. Inc | 3.62% | Add +1.6% | 99,920 | $4.3M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 97,106 | $4.2M |
| Bensler, LLC | 0.59% | Add +2.9% | 95,251 | $4.1M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.01% | Add +2.0% | 93,421 | $4.0M |
| Wealthquest Corp | 0.43% | Reduce -24.9% | 93,204 | $4.0M |
| Resonant Capital Advisors, LLC | 0.34% | Add +0.2% | 93,175 | $4.0M |
| One Day In July LLC | 0.52% | Add +435.6% | 90,986 | $3.9M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1.98% | No change | 90,585 | $3.9M |
| IAG Wealth Partners, LLC | 0.84% | Add +9.2% | 90,343 | $3.9M |
| Orange Investment Advisors, Inc. | 0.46% | Reduce -1.8% | 88,644 | $3.8M |
| WCG Wealth Advisors LLC | 0.31% | Reduce -3.6% | 85,593 | $3.7M |
| 626 Financial, LLC | 2.21% | Reduce -5.4% | 85,127 | $3.7M |
| Harbour Investments, Inc. | 0.13% | Reduce -13.2% | 85,061 | $3.7M |
| Legend Financial Advisors, Inc. | 2.63% | Add +3.4% | 84,419 | $3.6M |
| LBMC Investment Advisors, LLC | 0.32% | Add +6.1% | 84,395 | $3.6M |
| Garden State Investment Advisory Services LLC | 1.29% | Add +1.8% | 81,853 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +0.7% | 81,525 | $3.5M |
| Transamerica Financial Advisors, LLC | 0.35% | Add +19.4% | 80,861 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.40% | Add +0.6% | 80,652 | $3.5M |
| Pecaut & Co. | 1.25% | Add +4.7% | 77,938 | $3.4M |
| Arete Wealth Advisors, LLC | 0.31% | Add +5.6% | 77,701 | $3.3M |
| SPC Financial, Inc. | 0.31% | Add +5.4% | 77,012 | $3.3M |
| M Holdings Securities, Inc. | 0.56% | Reduce -1.5% | 76,843 | $3.3M |
| SilverOak Wealth Management LLC | 0.80% | Add +0.0% | 74,838 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -6.6% | 73,047 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +280.2% | 72,943 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -3.0% | 72,362 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -6.4% | 72,215 | $3.1M |
| RMR Capital Management, LLC | 3.09% | Add +31.3% | 72,119 | $3.1M |
| Breakwater Capital Group | 0.77% | Add +0.7% | 70,753 | $3.0M |
| Venturi Wealth Management, LLC | 0.19% | Add +1.5% | 70,342 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.6% | 70,265 | $3.0M |
| Goodman Financial Corp | 0.69% | Add +10.3% | 69,802 | $3.0M |
| BCGM Wealth Management, LLC | 1.06% | Reduce -0.2% | 68,503 | $2.9M |
| Exchange Capital Management, Inc. | 0.48% | Add +810.5% | 68,231 | $2.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.72% | Reduce -3.1% | 66,641 | $2.9M |
| Sage Financial Management Group, Inc. | 1.35% | Add +10.3% | 66,272 | $2.9M |
| Northeast Financial Consultants Inc | 0.14% | Reduce -0.4% | 66,111 | $2.8M |
| Founders Financial Alliance, LLC | 0.85% | Add +15.1% | 66,075 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +11.4% | 65,698 | $2.8M |
| WNY Asset Management, LLC | 0.43% | Add +2.7% | 64,765 | $2.8M |
| Zimmermann Investment Management & Planning LLC | 0.96% | Add +55.7% | 61,763 | $2.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.35% | Reduce -77.3% | 61,435 | $2.6M |
| Atria Investments, Inc | 0.04% | Reduce -18.6% | 61,184 | $2.6M |
| Affinity Capital Advisors, LLC | 0.59% | Reduce -7.5% | 61,052 | $2.6M |
| ERn Financial, LLC | 0.45% | Reduce -0.0% | 60,915 | $2.6M |
| Wealth Advisory Solutions, LLC | 0.67% | New | 60,476 | $2.6M |
| IFP Advisors, Inc | 0.11% | Add +31.4% | 59,876 | $2.6M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -28.5% | 60,290 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +27.7% | 59,656 | $2.6M |
| Aptus Capital Advisors, LLC | 0.05% | Add +718.0% | 59,429 | $2.6M |
| Securian Asset Management, Inc. | 0.07% | Add +2.7% | 59,294 | $2.6M |
| DHK Financial Advisors, Inc. | 1.81% | New | 59,259 | $2.6M |
| SkyOak Wealth, LLC | 0.61% | Add +2.1% | 59,049 | $2.5M |
| Prairie Sky Financial Group LLC | 1.51% | Reduce -18.0% | 58,432 | $2.5M |
| IFG Advisors, LLC | 0.65% | Reduce -1.7% | 57,993 | $2.5M |
| Gateway Wealth Partners, LLC | 0.90% | Reduce -16.6% | 57,972 | $2.5M |
| Axxcess Wealth Management, LLC | 0.07% | Add +11.4% | 57,948 | $2.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +57.3% | 57,815 | $2.5M |
| Tortoise Investment Management, LLC | 0.30% | Add +40.5% | 57,637 | $2.5M |
| Legacy Private Trust Co. | 0.18% | Add +2.0% | 57,454 | $2.5M |
| AE Wealth Management LLC | 0.03% | Reduce -93.0% | 57,445 | $2.5M |
| Meridian Financial Advisors, LLC | 1.84% | Add +10.0% | 57,265 | $2.5M |
| Modern Wealth Management, LLC | 0.23% | Reduce -3.9% | 56,462 | $2.4M |
| Towercrest Capital Management | 0.40% | Reduce -6.3% | 55,563 | $2.4M |
| NorthRock Partners, LLC | 0.09% | Reduce -1.9% | 55,541 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Add +2.6% | 55,227 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Add +0.2% | 55,065 | $2.4M |
| Knightsbridge Asset Management, LLC | 0.67% | No change | 55,291 | $2.3M |
| Chicago Partners Investment Group LLC | 0.10% | Add +19.7% | 55,692 | $2.3M |
| Napatree Capital LLC | 2.20% | Add +5.9% | 55,769 | $2.3M |
| TFG Advisers LLC | 0.88% | Add +1.3% | 52,512 | $2.3M |
| Private Trust Co. NA | 0.24% | Add +5.0% | 51,224 | $2.2M |
| Raleigh Capital Management Inc. | 0.94% | Reduce -3.2% | 50,864 | $2.2M |
| CFM Wealth Partners LLC | 0.44% | Add +0.4% | 50,769 | $2.2M |
| Compass Wealth Management LLC | 0.54% | Add +30.7% | 50,116 | $2.2M |
| SigFig Wealth Management, LLC | 0.08% | Reduce -26.5% | 49,958 | $2.2M |
| Blueprint Investment Partners LLC | 0.42% | Add +14.4% | 49,648 | $2.1M |
| Arkansas Financial Group, Inc. | 0.37% | Add +4.9% | 49,328 | $2.1M |
| ICA Group Wealth Management, LLC | 0.43% | Reduce -6.7% | 49,313 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +9.6% | 48,948 | $2.1M |
| Alliance Wealth Management Group | 0.60% | Reduce -6.8% | 47,362 | $2.0M |
| NovaPoint Capital, LLC | 0.71% | Reduce -23.6% | 47,304 | $2.0M |
| Annapolis Financial Services, LLC | 0.67% | Add +0.1% | 47,147 | $2.0M |
| Financial Enhancement Group LLC | 0.33% | Add +2.2% | 49,494 | $2.0M |
| Stone Summit Wealth LLC | 0.69% | Add +10.0% | 46,029 | $2.0M |
| Level Four Advisory Services, LLC | 0.11% | No change | 45,766 | $1.9M |
| G&S Capital LLC | 0.85% | Reduce -7.3% | 44,520 | $1.9M |
| Fifth Third Bancorp | 0.01% | Add +91.9% | 44,270 | $1.9M |
| Kingsview Wealth Management, LLC | 0.05% | Add +25.0% | 44,127 | $1.9M |
| Focus Partners Wealth | 0.02% | Add +21.1% | 44,009 | $1.9M |
| Syon Capital LLC | 0.18% | Add +1.3% | 43,765 | $1.9M |
| Clarus Wealth Advisors | 1.06% | Reduce -19.0% | 45,576 | $1.9M |
| WESCAP Management Group, Inc. | 0.54% | Reduce -0.8% | 43,421 | $1.9M |
| Topel & Distasi Wealth Management, LLC | 0.83% | No change | 43,394 | $1.9M |
| Petix & Botte Co | 0.46% | New | 43,394 | $1.9M |
| Defined Wealth Management, LLC | 1.34% | Add +6.1% | 43,308 | $1.9M |
| GPS Wealth Strategies Group, LLC | 0.30% | Reduce -24.6% | 42,933 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.26% | Reduce -2.7% | 42,565 | $1.8M |
| Fund Evaluation Group, LLC | 0.11% | Add +0.5% | 42,497 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 42,306 | $1.8M |
| Econ Financial Services Corp | 1.13% | Add +174.6% | 42,288 | $1.8M |
| FF Advisors,LLC | 1.25% | Add +4.3% | 42,066 | $1.8M |
| Global Strategic Investment Solutions, LLC | 0.21% | Reduce -3.4% | 41,773 | $1.8M |
| Comerica Bank | 0.01% | Reduce -4.2% | 41,646 | $1.8M |
| CSM Advisors, LLC | 0.12% | Reduce -4.7% | 40,652 | $1.8M |
| Shepherd Financial Partners LLC | 0.23% | Add +49.2% | 40,587 | $1.7M |
| NSI Retail Advisors, LLC | 0.26% | Reduce -4.8% | 40,100 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.14% | Reduce -2.0% | 39,667 | $1.7M |
| Crescent Grove Advisors, LLC | 0.18% | Add +0.1% | 39,343 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.73% | Add +2.4% | 39,001 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -9.8% | 38,767 | $1.7M |
| Jacobi Capital Management LLC | 0.15% | Add +88.7% | 38,400 | $1.7M |
| Two Sigma Investments, LP | 0.00% | New | 38,382 | $1.7M |
| Claro Advisors Inc. | 0.29% | Add +4.7% | 38,206 | $1.6M |
| Shoker Investment Counsel, Inc. | 0.58% | Add +0.2% | 38,348 | $1.6M |
| Northwest Bancshares, Inc. | 0.26% | Reduce -2.7% | 37,944 | $1.6M |
| Valicenti Advisory Services Inc. | 0.45% | Add +7.6% | 37,684 | $1.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.5% | 37,001 | $1.6M |
| Richardson Financial Services Inc. | 1.12% | Reduce -0.6% | 36,819 | $1.6M |
| Opal Wealth Advisors, LLC | 0.54% | Add +13.0% | 36,788 | $1.6M |
| Integrity Financial Corp | 1.07% | Add +0.4% | 36,218 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.74% | Reduce -1.7% | 36,039 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.29% | Reduce -58.2% | 35,929 | $1.5M |
| Alta Wealth Advisors LLC | 0.78% | Add +4.9% | 35,591 | $1.5M |
| Aveo Capital Partners, LLC | 0.17% | Add +1.5% | 36,472 | $1.5M |
| Nottingham Advisors, Inc. | 0.18% | Reduce -6.0% | 34,893 | $1.5M |
| Penobscot Wealth Management | 0.94% | Reduce -24.8% | 34,733 | $1.5M |
| Nikulski Financial, Inc. | 0.49% | Add +6.6% | 34,486 | $1.5M |
| Cooper Financial Group | 0.24% | Add +0.0% | 34,435 | $1.5M |
| Integrity Wealth Solutions LLC | 0.96% | Reduce -1.6% | 33,991 | $1.5M |
| Lunt Capital Management, Inc. | 0.71% | Add +9.3% | 33,392 | $1.4M |
| Savant Capital, LLC | 0.02% | Reduce -1.2% | 33,248 | $1.4M |
| Lebenthal Global Advisors, LLC | 0.32% | New | 33,119 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +491.1% | 33,008 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -38.6% | 33,005 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -38.6% | 33,005 | $1.4M |
| Naples Global Advisors, LLC | 0.14% | Add +3.9% | 32,911 | $1.4M |
| Wealthcare Capital Management LLC | 0.15% | Reduce -12.3% | 32,282 | $1.4M |
| Ascent Group, LLC | 0.12% | Reduce -3.0% | 32,196 | $1.4M |
| Colonial River Investments, LLC | 0.78% | Reduce -47.2% | 32,103 | $1.4M |
| Blair William & Co. | 0.00% | Add +5.1% | 31,905 | $1.4M |
| MAI Capital Management | 0.01% | Add +41.7% | 31,598 | $1.4M |
| Pegasus Partners Ltd. | 0.14% | Reduce -6.6% | 31,523 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Add +1051.9% | 31,469 | $1.4M |
| Range Financial Group LLC | 0.70% | Add +1.9% | 31,426 | $1.4M |
| Principal Securities, Inc. | 0.04% | Add +109.7% | 31,216 | $1.3M |
| TD Capital Management LLC | 0.14% | Reduce -4.5% | 31,020 | $1.3M |
| Whalerock Point Partners, LLC | 0.37% | No change | 30,643 | $1.3M |
| Independent Financial Group, LLC | 0.06% | Add +65.8% | 30,436 | $1.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +23.4% | 29,788 | $1.3M |
| Marathon Strategic Advisors, LLC | 1.53% | Add +5.4% | 29,134 | $1.3M |
| DDFG, Inc | 0.40% | Reduce -33.1% | 29,040 | $1.2M |
| Wealth Management Resources, Inc. | 0.34% | Add +15.9% | 28,505 | $1.2M |
| Triumph Capital Management | 0.50% | Reduce -19.6% | 28,730 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +0.9% | 28,074 | $1.2M |
| BIP Wealth, LLC | 0.09% | Reduce -3.7% | 27,906 | $1.2M |
| Strategic Blueprint, LLC | 0.09% | Reduce -13.8% | 27,905 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.2% | 27,616 | $1.2M |
| Bank of Montreal | 0.00% | Add +87.7% | 27,538 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +1.7% | 27,450 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.30% | Reduce -56.4% | 27,409 | $1.2M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 27,280 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | Reduce -0.2% | 27,107 | $1.2M |
| CoreCap Advisors, LLC | 0.06% | Add +293.0% | 26,852 | $1.2M |
| Intrua Financial, LLC | 0.18% | Add +231.1% | 26,453 | $1.1M |
| Bill Few Associates, Inc. | 0.46% | Add +11.2% | 26,282 | $1.1M |
| Fiduciary Trust Co | 0.02% | No change | 26,103 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +20.5% | 25,478 | $1.1M |
| ARS Investment Partners, LLC | 0.11% | Reduce -1.6% | 25,349 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.43% | Reduce -3.5% | 24,917 | $1.1M |
| Flow Traders U.S. LLC | 0.06% | Add +12.6% | 24,632 | $1.1M |
| Edge Capital Group, LLC | 0.05% | Add +7.1% | 24,591 | $1.1M |
| Realta Investment Advisors | 0.22% | Add +0.8% | 24,352 | $1.0M |
| Wealth Advisors of Iowa, LLC | 0.64% | Reduce -2.3% | 24,284 | $1.0M |
| MBM Wealth Consultants, LLC | 0.37% | Add +4.5% | 24,178 | $1.0M |
| Denver Wealth Management, Inc. | 0.53% | Reduce -73.2% | 24,164 | $1.0M |
| FMR LLC | 0.00% | Add +59.3% | 24,128 | $1.0M |
| Salem Investment Counselors Inc. | 0.03% | No change | 23,784 | $1.0M |
| Gilman Hill Asset Management, LLC | 0.18% | Add +0.0% | 23,691 | $1.0M |
| Blue Fin Capital, Inc. | 0.23% | Add +5.0% | 23,622 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +15.7% | 23,424 | $1.0M |
| Citadel Advisors | 0.00% | Add +2464.6% | 23,081 | $993K |
| FSB Premier Wealth Management, Inc. | 0.46% | Reduce -4.0% | 23,073 | $993K |
| Portside Wealth Group, LLC | 0.18% | Reduce -2.7% | 22,566 | $971K |
| Sei Investments Co. | 0.00% | Add +0.6% | 22,296 | $960K |
| Alpha Financial Partners LLC | 0.87% | Add +0.3% | 22,246 | $957K |
| Fiduciary Group, LLC | 0.10% | Add +2.4% | 21,695 | $934K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -10.0% | 21,674 | $933K |
| Keener Financial Planning LLC | 0.63% | Reduce -0.1% | 21,232 | $914K |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -3.5% | 21,116 | $909K |
| Global Financial Private Client, LLC | 0.39% | Reduce -3.5% | 21,204 | $904K |
| Outlook Wealth Advisors, LLC | 0.28% | Reduce -22.1% | 20,711 | $891K |
| Seaside Wealth Management, Inc. | 0.37% | Reduce -0.3% | 20,354 | $876K |
| Corrigan Financial, Inc. | 0.22% | Reduce -0.6% | 20,351 | $876K |
| Harbor Investment Advisory, LLC | 0.09% | Add +18.1% | 20,248 | $871K |
| Apella Capital, LLC | 0.04% | Add +0.1% | 20,441 | $866K |
| River Street Advisors LLC | 0.58% | Add +10.1% | 20,096 | $865K |
| American Investment Services, Inc. | 0.15% | No change | 19,905 | $857K |
| MidAtlantic Capital Management, Inc. | 0.75% | No change | 19,786 | $852K |
| Tidemark, LLC | 0.47% | Reduce -1.1% | 19,554 | $842K |
| Precedent Wealth Partners, LLC | 0.36% | Add +57.7% | 19,452 | $837K |
| Kelly Financial Services LLC | 0.32% | Reduce -8.9% | 19,344 | $833K |
| Values Added Financial LLC | 0.65% | Add +17.9% | 19,324 | $832K |
| Titleist Asset Management, LLC | 0.15% | Reduce -19.6% | 19,262 | $829K |
| McClarren Financial Advisors, Inc. | 0.59% | Add +0.4% | 19,065 | $821K |
| TKG Advisors, LLC | 0.46% | Reduce -0.4% | 19,011 | $818K |
| SOL Capital Management CO | 0.10% | Reduce -13.9% | 18,944 | $815K |
| Safeguard Financial, LLC | 0.26% | No change | 18,794 | $809K |
| Worth Financial Advisory Group, LLC | 0.56% | Add +44.7% | 18,768 | $808K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.4% | 18,708 | $805K |
| Gibbs Wealth Management | 0.46% | — | 18,654 | $803K |
| Moneco Advisors, LLC | 0.13% | Reduce -0.0% | 18,636 | $802K |
| Robertson Stephens Wealth Management, LLC | 0.04% | No change | 18,630 | $802K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +1.7% | 18,514 | $797K |
| Money Concepts Capital Corp. | 0.07% | Add +29.4% | 18,119 | $780K |
| White Pine Capital LLC | 0.30% | Add +21.4% | 19,090 | $776K |
| Two Sigma Advisers, LP | 0.00% | Reduce -36.3% | 17,900 | $770K |
| Key Financial Inc | 0.20% | Add +39.1% | 17,871 | $769K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -3.0% | 17,855 | $768K |
| Delta Wealth Advisors LLC | 0.79% | — | 17,829 | $767K |
| Collaborative Wealth Managment Inc. | 0.38% | Add +5.8% | 17,635 | $759K |
| Hartline Investment Corp./ | 0.13% | New | 17,537 | $755K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Reduce -2.4% | 17,537 | $755K |
| Verus Capital Partners, LLC | 0.08% | Add +2.5% | 17,377 | $748K |
| Rothschild Wealth LLC | 0.26% | — | 17,248 | $742K |
| Abbot Financial Management, Inc. | 0.41% | Add +0.2% | 17,177 | $739K |
| Trinity Wealth Management, LLC | 0.38% | Add +3.5% | 16,970 | $730K |
| CFS Investment Advisory Services, LLC | 0.12% | Add +33.4% | 16,628 | $716K |
| USAdvisors Wealth Management, LLC | 0.27% | No change | 16,939 | $709K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -2.2% | 16,048 | $691K |
| Lincoln National Corp. | 0.01% | Add +14.4% | 15,951 | $687K |
| Balboa Wealth Partners | 0.22% | Add +19.0% | 15,949 | $686K |
| PCG Wealth Advisors, LLC | 0.33% | Reduce -76.4% | 15,941 | $686K |
| Advisory Alpha, LLC | 0.03% | Reduce -88.2% | 15,935 | $686K |
| Renaissance Technologies | 0.00% | New | 15,800 | $680K |
| Sunburst Financial Group, LLC | 0.19% | Add +21.2% | 15,812 | $674K |
| Compound Planning, Inc. | 0.06% | Add +27.0% | 15,604 | $672K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -20.4% | 15,568 | $670K |
| Interchange Capital Partners, LLC | 0.45% | Add +7.2% | 15,214 | $669K |
| LexAurum Advisors, LLC | 0.17% | Add +2.8% | 15,532 | $669K |
| Sentinel Pension Advisors, LLC | 0.14% | Add +0.3% | 15,485 | $666K |
| Stablepoint Partners, LLC | 0.14% | Add +20.4% | 15,483 | $666K |
| Fernwood Investment Management, LLC | 0.19% | Add +57.5% | 15,437 | $664K |
| World Investment Advisors | 0.10% | Reduce -4.5% | 14,992 | $664K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -2.3% | 15,381 | $662K |
| Ehrlich Financial Group | 0.56% | Add +6.5% | 15,365 | $661K |
| Savvy Advisors, Inc. | 0.38% | Add +78.3% | 15,364 | $661K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.4% | 15,330 | $660K |
| Continental Investors Services, Inc. | 1.55% | Add +0.0% | 15,390 | $656K |
| Ranch Capital Advisors Inc. | 0.35% | Add +2.1% | 15,217 | $655K |
| Moors & Cabot, Inc. | 0.04% | Add +16.7% | 15,090 | $649K |
| Nwam LLC | 0.05% | Add +4.2% | 15,288 | $646K |
| Parcion Private Wealth LLC | 0.06% | Add +0.1% | 15,006 | $646K |
| Idaho Trust Co | 0.62% | New | 14,866 | $640K |
| Fingerlakes Wealth Management, Inc. | 0.62% | Reduce -0.3% | 14,866 | $640K |
| Brown Financial Advisory | 0.49% | Reduce -17.5% | 14,774 | $636K |
| Indie Asset Partners, LLC | 0.56% | No change | 14,698 | $633K |
| McIlrath & Eck, LLC | 0.10% | Reduce -6.7% | 14,601 | $628K |
| Whitegate Investment Counselors, Inc. | 0.18% | Add +1.1% | 14,549 | $626K |
| US Financial Advisors, LLC | 0.22% | Add +2.0% | 14,539 | $626K |
| Tilson Financial Group, Inc. | 0.34% | Reduce -0.5% | 14,520 | $625K |
| Gilbert & Cook, Inc. | 0.09% | Add +26.5% | 14,505 | $624K |
| Butensky & Cohen Financial Security, Inc. | 0.19% | Add +3.5% | 14,482 | $623K |
| CGN Advisors LLC | 0.08% | Reduce -0.4% | 14,425 | $621K |
| Security Financial Services, INC. | 0.14% | Reduce -30.4% | 14,378 | $619K |
| Brio Consultants, LLC | 0.10% | Reduce -2.2% | 14,268 | $614K |
| Financial Management Network Inc. | 0.15% | Reduce -15.6% | 14,630 | $611K |
| Capital Planning Advisors, LLC | 0.11% | Add +0.3% | 14,197 | $611K |
| BLB&B Advisors, LLC | 0.03% | No change | 13,835 | $595K |
| Alaska Wealth Advisors, LLC | 0.09% | Add +10.9% | 13,738 | $591K |
| SFG Wealth Management, LLC. | 0.35% | Add +10.4% | 13,728 | $591K |
| Sightline Wealth Advisors, LLC | 0.39% | Reduce -36.7% | 13,623 | $586K |
| Redwood Financial Network Corp | 0.51% | Reduce -1.8% | 13,590 | $585K |
| Ziegler Capital Management, LLC | 0.02% | Add +0.2% | 13,574 | $584K |
| Patron Partners, LLC | 0.35% | Reduce -8.3% | 13,509 | $581K |
| Manhattan West Asset Management, LLC | 0.14% | Reduce -34.4% | 13,396 | $577K |
| Arkadios Wealth Advisors | 0.04% | Add +19.8% | 13,343 | $574K |
| True Wealth Design, LLC | 0.14% | Reduce -1.9% | 13,310 | $573K |
| Grove Bank & Trust | 0.10% | No change | 13,282 | $572K |
| Pacific Sun Financial Corp | 0.33% | Reduce -0.8% | 13,271 | $571K |
| Retirement Planning Co of New England, Inc. | 0.31% | Add +9.5% | 13,206 | $568K |
| MGB Wealth Management, LLC | 0.23% | Reduce -6.8% | 13,162 | $566K |
| PCA Investment Advisory Services Inc. | 0.31% | Add +0.8% | 12,981 | $559K |
| Moneywise, Inc. | 0.30% | Reduce -20.8% | 12,954 | $558K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -1.7% | 12,849 | $553K |
| Second Line Capital, LLC | 0.18% | Reduce -5.4% | 12,812 | $551K |
| Barnes Pettey Financial Advisors, LLC | 0.47% | Add +1.4% | 12,774 | $550K |
| Advance Capital Management, Inc. | 0.04% | Reduce -98.2% | 12,770 | $550K |
| Raymond James Trust N.A. | 0.01% | Add +62.7% | 12,731 | $548K |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -19.6% | 12,576 | $541K |
| Aldebaran Financial Inc. | 0.76% | Reduce -26.1% | 12,548 | $540K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -7.6% | 12,393 | $533K |
| Latitude Advisors, LLC | 0.33% | Reduce -3.4% | 12,371 | $532K |
| Nations Financial Group Inc, /Ia/ | 0.04% | New | 12,289 | $529K |
| E&G Advisors, LLC | 0.16% | Reduce -0.3% | 12,201 | $525K |
| Pinkerton Wealth, LLC | 0.08% | New | 12,190 | $525K |
| Adams Wealth Management | 0.13% | New | 12,117 | $522K |
| Procyon Advisors, LLC | 0.04% | Reduce -3.9% | 11,980 | $516K |
| Verdence Capital Advisors LLC | 0.05% | Add +2.1% | 11,942 | $514K |
| IFG Advisory, LLC | 0.04% | New | 11,850 | $510K |
| Johnson Investment Counsel Inc. | 0.01% | Add +69.8% | 11,795 | $508K |
| Sovereign Financial Group, Inc. | 0.13% | No change | 11,720 | $504K |
| Wambolt & Associates, LLC | 0.15% | Add +0.0% | 11,770 | $502K |
| Convergence Financial, LLC | 0.21% | Add +71.4% | 11,640 | $501K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -11.5% | 11,593 | $499K |
| Moloney Securities Asset Management, LLC | 0.08% | Reduce -8.7% | 11,576 | $498K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +7.6% | 11,434 | $492K |
| Sigma Planning Corp | 0.02% | Add +111.9% | 11,411 | $491K |
| McGuire Investment Group, LLC | 0.07% | No change | 11,357 | $489K |
| American Trust | 0.04% | Reduce -16.0% | 11,345 | $488K |
| Paladin Advisory Group, LLC | 0.39% | Reduce -7.7% | 11,451 | $488K |
| Vertex Planning Partners, LLC | 0.13% | Reduce -7.0% | 11,304 | $487K |
| Curi Capital, LLC | 0.01% | New | 11,131 | $479K |
| Lynch & Associates | 0.11% | No change | 11,114 | $478K |
| Keystone Financial Group | 0.07% | Add +14.0% | 11,009 | $474K |
| Brown Advisory Inc. | 0.00% | Add +63.3% | 10,981 | $473K |
| BCS Wealth Management | 0.15% | No change | 10,895 | $469K |
| PFG Advisors | 0.03% | Reduce -3.5% | 10,805 | $465K |
| Narus Financial Partners, LLC | 0.20% | Reduce -6.1% | 10,783 | $464K |
| Richard W. Paul & Associates, LLC | 0.18% | Add +16.3% | 10,749 | $463K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.6% | 10,664 | $459K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,642 | $458K |
| Private Advisory Group LLC | 0.07% | No change | 10,641 | $458K |
| Van Den Berg Management I, Inc. | 0.13% | Reduce -4.0% | 10,459 | $450K |
| Sentinel Trust Co. Lba | 0.06% | Reduce -9.8% | 10,415 | $448K |
| Carr Financial Group Corp | 0.15% | Reduce -17.3% | 10,246 | $441K |
| PAX Financial Group, LLC | 0.09% | Reduce -6.4% | 10,229 | $440K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 10,226 | $440K |
| Vawter Financial, Ltd. | 0.32% | No change | 10,168 | $438K |
| Strategic Investment Advisors / MI | 0.06% | Reduce -14.6% | 10,124 | $436K |
| Anchor Investment Management, LLC | 0.05% | No change | 10,113 | $435K |
| Eagle Strategies LLC | 0.10% | New | 10,088 | $434K |
| Cornerstone Advisors Asset Management, LLC | 0.15% | No change | 10,072 | $433K |
| Thoroughbred Financial Services, LLC | 0.04% | No change | 10,069 | $433K |
| Alliance Wealth Advisors, LLC | 0.13% | Add +3.4% | 9,844 | $424K |
| Northern Trust Corp. | 0.00% | Add +12.4% | 9,747 | $420K |
| Brookstone Capital Management | 0.01% | Reduce -4.5% | 9,671 | $416K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -90.8% | 9,636 | $415K |
| Sandy Cove Advisors, LLC | 0.19% | Reduce -2.4% | 9,558 | $411K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -4.2% | 9,520 | $410K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +0.1% | 9,388 | $404K |
| Sterling Wealth Management, Inc. | 0.20% | Reduce -22.7% | 9,358 | $403K |
| Retirement Planning Group, LLC | 0.03% | Add +41.7% | 9,232 | $397K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 9,205 | $396K |
| Summit Global Investments | 0.03% | New | 9,186 | $395K |
| Caldwell Trust Co | 0.05% | No change | 9,152 | $394K |
| Horizon Wealth Management, LLC | 0.10% | Add +2.8% | 9,110 | $392K |
| Parsons Capital Management Inc. | 0.03% | Add +10.5% | 9,101 | $392K |
| Tennessee Valley Asset Management Partners | 0.09% | Reduce -11.4% | 9,024 | $388K |
| Sebold Capital Management, Inc. | 0.26% | No change | 8,996 | $387K |
| MBE Wealth Management, LLC | 0.24% | No change | 8,955 | $385K |
| WealthPLAN Partners, LLC | 0.04% | Add +45.5% | 8,799 | $379K |
| Vantage Investment Partners, LLC | 0.03% | No change | 8,705 | $375K |
| Prospera Financial Services Inc | 0.01% | Add +2.0% | 8,685 | $374K |
| SVB Wealth LLC | 0.01% | Reduce -49.6% | 8,669 | $373K |
| Centaurus Financial, Inc. | 0.03% | Reduce -85.1% | 8,677 | $373K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -41.4% | 10,023 | $370K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +0.1% | 8,517 | $367K |
| Kavar Capital Partners Group, LLC | 0.07% | Reduce -50.0% | 8,488 | $365K |
| Harmony Asset Management LLC | 0.15% | Reduce -2.3% | 8,390 | $361K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $358K |
| Center For Asset Management LLC | 0.29% | Reduce -2.0% | 8,293 | $357K |
| Oakwell Private Wealth Management, LLC | 0.11% | No change | 8,137 | $350K |
| Lockerman Financial Group, Inc. | 0.67% | Add +4.0% | 8,109 | $349K |
| Woodmont Investment Counsel LLC | 0.03% | New | 8,100 | $349K |
| Mystic Asset Management, Inc. | 0.14% | Add +4.5% | 8,055 | $347K |
| Colonial Trust Co / SC | 0.06% | No change | 8,000 | $344K |
| Independent Wealth Network Inc. | 0.16% | Add +6.5% | 7,998 | $344K |
| Vicus Capital | 0.03% | Add +6.3% | 7,988 | $344K |
| EPIQ Capital Group, LLC | 0.14% | New | 7,968 | $343K |
| Legacy Advisors, LLC | 0.04% | No change | 7,951 | $342K |
| Templeton & Phillips Capital Management, LLC | 0.31% | New | 7,859 | $338K |
| Stephens Inc. | 0.01% | Add +6.7% | 7,840 | $337K |
| Dogwood Wealth Management LLC | 0.23% | Reduce -40.0% | 7,830 | $337K |
| Laraway Financial Advisors Inc | 0.30% | Reduce -0.5% | 7,816 | $336K |
| Fusion Family Wealth, LLC | 0.03% | No change | 7,806 | $336K |
| National Wealth Management Group, LLC | 0.26% | Add +1.0% | 7,732 | $333K |
| JDM Financial Group LLC | 0.24% | Add +0.0% | 7,677 | $330K |
| ACT Advisors, LLC. | 0.18% | Reduce -2.5% | 7,514 | $323K |
| AIFG Consultants Ltd. | 0.23% | Reduce -31.7% | 7,428 | $320K |
| Creative Financial Designs Inc. | 0.03% | Reduce -25.3% | 7,420 | $319K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -20.1% | 7,374 | $317K |
| American Financial & Tax Strategies Inc. | 0.17% | Reduce -3.7% | 7,361 | $317K |
| Vise Technologies, Inc. | 0.06% | Add +38.5% | 7,293 | $314K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.7% | 7,555 | $314K |
| Lido Advisors, LLC | 0.00% | Reduce -7.2% | 7,254 | $312K |
| Synovus Financial Corp. | 0.00% | Add +19.2% | 7,186 | $309K |
| Adero Partners, LLC | 0.02% | No change | 7,184 | $309K |
| Swmg, LLC | 0.14% | Add +29.6% | 7,166 | $308K |
| Welch & Forbes LLC | 0.00% | Reduce -15.8% | 7,125 | $307K |
| Financial Network Wealth Advisors LLC | 0.30% | Add +1.9% | 7,021 | $302K |
| Coordinated Financial Services, Inc. | 0.27% | — | 7,010 | $302K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -41.5% | 6,993 | $301K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,983 | $301K |
| First Trust Direct Indexing L.P. | 0.02% | Add +24.6% | 6,852 | $295K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -30.4% | 6,824 | $294K |
| Veltria Advisors Corp. | 0.08% | Reduce -96.5% | 6,820 | $294K |
| Detalus Advisors, LLC | 0.10% | Reduce -5.4% | 6,799 | $293K |
| Continuum Advisory, LLC | 0.04% | Reduce -58.3% | 6,822 | $291K |
| Five Oceans Advisors | 0.15% | New | 6,730 | $290K |
| Courier Capital LLC | 0.02% | Reduce -5.8% | 6,655 | $286K |
| Mgo One Seven LLC | 0.01% | New | 6,626 | $285K |
| Burt Wealth Advisors | 0.07% | Add +4.7% | 6,524 | $281K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Reduce -3.8% | 6,466 | $278K |
| Aspen Wealth Management LLC | 0.11% | Reduce -25.8% | 6,429 | $277K |
| Benedetti & Gucer, Inc. | 0.14% | Add +0.3% | 6,394 | $275K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -8.1% | 6,321 | $272K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -5.6% | 6,305 | $271K |
| Graypoint LLC | 0.02% | Add +0.9% | 6,299 | $271K |
| Acropolis Investment Management, LLC | 0.02% | No change | 6,258 | $269K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 6,246 | $269K |
| Tsfg, LLC | 0.07% | Reduce -35.4% | 6,225 | $268K |
| Marion Wealth Management | 0.08% | Add +1.7% | 6,171 | $266K |
| Main Line Retirement Advisors, LLC | 0.21% | Reduce -20.6% | 6,152 | $265K |
| Optimist Retirement Group LLC | 0.14% | Add +0.1% | 6,128 | $264K |
| Essex Bank | 0.08% | No change | 6,229 | $263K |
| Counterweight Ventures, LLC | 0.21% | New | 6,044 | $260K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +110.1% | 6,386 | $260K |
| Capital Asset Advisory Services LLC | 0.01% | New | 6,190 | $259K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 6,000 | $258K |
| Coulter & Justus Financial Services, LLC | 0.06% | New | 6,000 | $258K |
| Ritholtz Wealth Management | 0.01% | New | 5,858 | $252K |
| Keybank National Association | 0.00% | New | 5,830 | $251K |
| Sapient Capital LLC | 0.01% | No change | 5,828 | $251K |
| High Falls Advisors, Inc | 0.06% | No change | 5,779 | $249K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -27.0% | 5,761 | $248K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -0.2% | 5,692 | $245K |
| Old Mission Capital LLC | 0.01% | New | 5,687 | $245K |
| Visionary Wealth Advisors | 0.02% | Add +5.5% | 5,602 | $241K |
| Professional Financial Advisors, LLC | 0.07% | Add +0.0% | 5,565 | $240K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.0% | 5,497 | $237K |
| Cascade Financial Partners, LLC | 0.03% | — | 5,801 | $236K |
| Stegent Equity Advisors, Inc. | 0.24% | No change | 5,419 | $233K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.5% | 5,378 | $231K |
| Angeles Wealth Management, LLC | 0.02% | No change | 5,359 | $231K |
| Oliver Luxxe Assets LLC | 0.05% | Add +0.8% | 5,306 | $228K |
| Argent Trust Co | 0.01% | Reduce -6.7% | 5,288 | $228K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 5,234 | $225K |
| Diversified, LLC | 0.03% | New | 5,218 | $225K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,208 | $224K |
| Charter Research & Investment Group, Inc. | 0.18% | Add +5.1% | 5,160 | $222K |
| Reston Wealth Management LLC | 0.09% | New | 5,120 | $220K |
| Lion Street Advisors, LLC | 0.09% | No change | 5,188 | $219K |
| Consolidated Portfolio Review Corp | 0.06% | New | 5,060 | $218K |
| PFG Investments, LLC | 0.01% | New | 5,060 | $218K |
| Roman Butler Fullerton & Co. | 0.08% | New | 5,372 | $218K |
| N.E.W. Advisory Services LLC | 0.02% | Add +0.2% | 5,042 | $217K |
| Castleview Partners, LLC | 0.12% | Add +61.2% | 5,041 | $217K |
| Power Wealth Management LLC | 0.14% | Reduce -3.2% | 5,023 | $216K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -18.9% | 4,996 | $215K |
| Carmichael Hill & Associates, Inc. | 0.09% | No change | 4,991 | $215K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 4,986 | $215K |
| Ellis Investment Partners, LLC | 0.05% | No change | 4,957 | $213K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -9.2% | 4,923 | $212K |
| Guardian Wealth Advisors, LLC | 0.14% | New | 4,922 | $212K |
| Lanark Financial, Inc. | 0.02% | Add +0.9% | 4,904 | $211K |
| Catalyst Private Wealth, LLC | 0.11% | Reduce -87.3% | 4,865 | $209K |
| Willner & Heller, LLC | 0.21% | Add +0.3% | 4,851 | $209K |
| Norden Group LLC | 0.04% | New | 4,805 | $207K |
| Bleakley Financial Group, LLC | 0.01% | No change | 4,789 | $206K |
| Simplicity Wealth,LLC | 0.00% | New | 4,789 | $206K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 4,766 | $205K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Reduce -17.1% | 4,748 | $204K |
| FSA Advisors, Inc. | 0.22% | Reduce -5.9% | 4,701 | $202K |
| HBW Advisory Services LLC | 0.04% | No change | 4,797 | $202K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -2.1% | 4,672 | $201K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -24.3% | 4,671 | $201K |
| Rooted Wealth Advisors, Inc. | 0.10% | New | 4,777 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.0% | 4,517 | $194K |
| Ballast Advisors LLC | 0.06% | Reduce -6.5% | 4,349 | $187K |
| Balefire, LLC | 0.07% | Reduce -2.4% | 4,339 | $187K |
| First Horizon Advisors, Inc. | 0.01% | Add +1040.6% | 4,323 | $186K |
| Independence Bank of Kentucky | 0.05% | No change | 4,233 | $182K |
| Spirit of America Management Corp. | 0.03% | New | 4,224 | $172K |
| TD Private Client Wealth LLC | 0.01% | Reduce -0.4% | 3,911 | $168K |
| Arcadia Investment Management Corp. | 0.03% | No change | 3,899 | $168K |
| US Bancorp \de | 0.00% | Add +0.8% | 3,666 | $158K |
| Aspire Wealth Management Corp | 0.09% | Reduce -37.6% | 3,510 | $151K |
| WASHINGTON TRUST Co | 0.01% | Reduce -13.1% | 3,495 | $150K |
| Sachetta, LLC | 0.07% | No change | 3,489 | $147K |
| Naples Money Management LLC | 0.14% | Add +0.4% | 3,345 | $144K |
| Whittier Trust Co. | 0.00% | Add +228.9% | 3,079 | $133K |
| Mma Asset Management LLC | 0.06% | New | 2,857 | $123K |
| Old Second National Bank of Aurora | 0.03% | Add +0.2% | 2,832 | $122K |
| Belvedere Trading LLC | 0.01% | New | 2,690 | $116K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,578 | $111K |
| Cedar Wealth Management, LLC | 0.04% | Add +5.5% | 2,513 | $108K |
| PrairieView Partners, LLC | 0.01% | Add +51.3% | 2,494 | $108K |
| NFSG Corp | 0.05% | No change | 2,467 | $106K |
| Oakworth Capital, Inc. | 0.01% | New | 2,354 | $101K |
| West Branch Capital LLC | 0.04% | No change | 2,341 | $101K |
| WealthShield Partners, LLC | 0.02% | Add +101.5% | 2,317 | $100K |
| Orion Capital Management LLC | 0.05% | No change | 2,278 | $98K |
| Quadrant Capital Group LLC | 0.01% | Add +5.2% | 2,268 | $98K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | New | 2,264 | $97K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -1.6% | 2,263 | $97K |
| S.A. Mason LLC | 0.05% | Add +12.5% | 2,120 | $91K |
| Spire Wealth Management | 0.00% | Add +2.7% | 2,068 | $89K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,066 | $89K |
| American National Bank & Trust | 0.01% | No change | 1,990 | $86K |
| Caitlin John, LLC | 0.06% | Reduce -97.2% | 1,927 | $83K |
| Northwest Capital Management Inc | 0.03% | Reduce -51.7% | 1,891 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.6% | 1,740 | $75K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $74K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $66K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,524 | $66K |
| Clear Point Advisors Inc. | 0.05% | Add +0.0% | 1,518 | $65K |
| Private Ocean, LLC | 0.01% | Reduce -28.0% | 1,510 | $65K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,466 | $63K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 1,473 | $63K |
| Blue Trust, Inc. | 0.00% | Add +49.1% | 1,455 | $63K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.4% | 1,311 | $56K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +2.1% | 1,285 | $56K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -44.0% | 1,299 | $56K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -21.6% | 1,238 | $53K |
| Transcendent Capital Group LLC | 0.03% | Add +22.6% | 1,202 | $52K |
| Gradient Investments LLC | 0.00% | Reduce -31.3% | 1,200 | $52K |
| Partnership Wealth Management, LLC | 0.04% | Add +0.2% | 1,161 | $50K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 1,145 | $49K |
| GAMMA Investing LLC | 0.01% | New | 1,141 | $49K |
| Sandy Spring Bank | 0.00% | Add +7.5% | 1,120 | $48K |
| TCTC Holdings, LLC | 0.00% | No change | 1,089 | $47K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $46K |
| Macroview Investment Management LLC | 0.05% | Add +8.7% | 1,062 | $46K |
| M&R Capital Management Inc. | 0.01% | Add +56.9% | 946 | $41K |
| Ancora Advisors LLC | 0.00% | Add +6.3% | 944 | $41K |
| Howe & Rusling Inc. | 0.00% | New | 931 | $40K |
| Sage Mountain Advisors LLC | 0.00% | New | 929 | $40K |
| Smartleaf Asset Management LLC | 0.01% | Add +43.4% | 899 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +1918.2% | 888 | $38K |
| Red Tortoise LLC | 0.02% | New | 845 | $36K |
| Parallel Advisors, LLC | 0.00% | No change | 795 | $34K |
| Atwood & Palmer Inc. | 0.00% | No change | 778 | $33K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $32K |
| Clearstead Advisors, LLC | 0.00% | No change | 735 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +29.6% | 704 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $30K |
| FSC Wealth Advisors, LLC | 0.02% | Add +0.3% | 680 | $29K |
| Westside Investment Management, Inc. | 0.01% | No change | 677 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 672 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $29K |
| Webster Bank, N. A. | 0.00% | Add +85.7% | 650 | $28K |
| EPG Wealth Management LLC | 0.01% | No change | 640 | $28K |
| Community Bank, N.A. | 0.00% | Reduce -23.9% | 638 | $27K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 567 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $24K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -5.3% | 522 | $22K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $22K |
| Tyler-Stone Wealth Management | 0.01% | Add +265.2% | 493 | $21K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Reduce -4.3% | 469 | $20K |
| SJS Investment Consulting Inc. | 0.00% | Add +69.7% | 426 | $18K |
| HM Payson & Co. | 0.00% | Reduce -99.7% | 413 | $18K |
| Global Wealth Strategies & Associates | 0.01% | New | 406 | $17K |
| Wolff Wiese Magana LLC | 0.01% | No change | 395 | $17K |
| Centennial Bank | 0.01% | No change | 377 | $16K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $15K |
| Bokf, NA | 0.00% | No change | 342 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 320 | $14K |
| Mather Group, Llc. | 0.00% | New | 310 | $13K |
| REAP Financial Group, LLC | 0.00% | Reduce -4.2% | 297 | $13K |
| Front Row Advisors LLC | 0.00% | New | 280 | $12K |
| Atticus Wealth Management, LLC | 0.00% | No change | 255 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +36.1% | 245 | $11K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -28.2% | 239 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $10K |
| Centerpoint Advisors, LLC | 0.00% | New | 214 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -40.4% | 205 | $9K |
| Laurel Wealth Advisors LLC | 0.00% | Add +0.6% | 177 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -58.8% | 167 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -31.8% | 165 | $7K |
| Horizons Wealth Management | 0.00% | No change | 164 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | New | 156 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -0.7% | 152 | $7K |
| Citigroup Inc. | 0.00% | Reduce -84.2% | 141 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +1016.7% | 134 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 131 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.8% | 127 | $5K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -91.8% | 117 | $5K |
| Ransom Advisory, Ltd | 0.00% | — | 111 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $4K |
| Financial Perspectives, Inc | 0.00% | New | 90 | $4K |
| WFA Asset Management Corp | 0.00% | No change | 76 | $3K |
| Anfield Capital Management, LLC | 0.00% | New | 72 | $3K |
| Horizon Financial Services, LLC | 0.00% | New | 69 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 69 | $3K |
| Islay Capital Management, LLC | 0.00% | Reduce -99.3% | 49 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 47 | $2K |
| Covestor Ltd | 0.00% | Reduce -5.9% | 48 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -76.8% | 42 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 41 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $1K |
| Family Asset Management, LLC | 0.00% | Reduce -94.3% | 20 | $861 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 13 | $560 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 8 | $344 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $86 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is SPSM's weight in each manager's 13F, not the share of SS SPDR P S&P 600 Small Cap the manager owns.