SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q3 2024 (September 30)852holders +43
83new positions
42sold out
4famous investors
$45.65avg. 13F price*
At the end of Q3 2024, 852 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 43 from Q2 2024. 83 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.0B), LPL Financial LLC ($887.1M) and Betterment LLC ($704.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q3 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $234.8M |
| Exits | 42 | $36.9M |
All 13F filers, Q2 2024 → Q3 2024: 15,210,376 shares bought and 8,935,538 shares sold, net +6,274,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| Financial Engines Advisors L.L.C. | 2.11% | Add +0.8% | 22,202,035 | $1.0B |
| LPL Financial LLC | 0.40% | Add +8.5% | 19,491,342 | $887.1M |
| Betterment LLC | 1.68% | Add +5.6% | 15,470,868 | $704.1M |
| Bank of America Corp. | 0.02% | Reduce -4.7% | 6,149,811 | $279.9M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.8% | 5,589,815 | $254.4M |
| Valmark Advisers, Inc. | 3.72% | Add +2.4% | 5,219,058 | $237.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -5.8% | 5,195,181 | $236.4M |
| Cwm, LLC | 0.77% | Add +14.4% | 3,950,894 | $179.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +17.0% | 3,579,221 | $162.9M |
| Morgan Stanley | 0.01% | Add +14.9% | 3,535,157 | $160.9M |
| Richard Bernstein Advisors LLC | 3.20% | Reduce -3.0% | 3,279,047 | $149.2M |
| Creative Planning | 0.14% | Reduce -1.3% | 3,100,924 | $141.1M |
| UBS Group AG | 0.03% | Add +1.8% | 2,265,701 | $103.1M |
| Crestwood Advisors Group, LLC | 1.90% | Add +1.7% | 2,183,438 | $99.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.00% | Add +5.2% | 1,908,248 | $86.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.3% | 1,825,728 | $83.1M |
| CW Advisors, LLC | 1.09% | Reduce -2.1% | 1,794,197 | $81.7M |
| Royal Bank of Canada | 0.02% | Add +23.8% | 1,719,235 | $78.2M |
| Private Advisor Group, LLC | 0.46% | Reduce -26.2% | 1,632,126 | $74.3M |
| Townsquare Capital LLC | 0.84% | Add +8.8% | 1,539,321 | $70.1M |
| Pinnacle Wealth Planning Services, Inc. | 9.32% | Add +2.4% | 1,508,177 | $68.6M |
| Cercano Management LLC | 1.58% | New | 1,450,925 | $66.0M |
| Atlas Private Wealth Advisors | 9.57% | Add +4.3% | 1,450,575 | $66.0M |
| Stadion Money Management, LLC | 4.93% | Reduce -0.7% | 1,436,307 | $65.4M |
| State Street Corp. | 0.00% | Reduce -10.9% | 1,420,168 | $64.6M |
| Osaic Holdings, Inc. | 0.14% | Reduce -5.1% | 1,365,887 | $62.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 1,294,253 | $58.9M |
| Great Valley Advisor Group, Inc. | 1.43% | Add +12.5% | 1,282,290 | $58.4M |
| MBB Public Markets I LLC | 4.79% | Reduce -18.0% | 1,239,803 | $56.4M |
| Wealthcare Advisory Partners LLC | 1.60% | Reduce 0.0% | 1,234,949 | $56.2M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +28.1% | 1,211,377 | $55.1M |
| Morningstar Investment Services LLC | 0.55% | Reduce -2.1% | 1,192,224 | $54.0M |
| Cetera Investment Advisers | 0.12% | Add +10.4% | 1,161,657 | $52.9M |
| Merit Financial Group, LLC | 1.09% | Reduce -12.4% | 1,071,081 | $48.7M |
| Midland Wealth Advisors, LLC | 2.82% | Add +1.1% | 1,057,048 | $48.1M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 959,002 | $43.6M |
| Capital Analysts, LLC | 1.76% | Add +3.4% | 951,560 | $43.3M |
| HighTower Advisors, LLC | 0.06% | Add +3.0% | 946,151 | $43.1M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 935,825 | $42.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.9% | 853,930 | $38.9M |
| Stifel Financial Corp. | 0.04% | Add +77.1% | 834,191 | $38.0M |
| Waller Financial Planning Group, Inc. | 9.19% | Add +0.3% | 814,231 | $37.1M |
| Savant Capital, LLC | 0.30% | Reduce -16.5% | 788,091 | $35.9M |
| Spinnaker Trust | 2.19% | Add +10.2% | 779,407 | $35.5M |
| Raymond James & Associates | 0.02% | Reduce -1.5% | 743,592 | $33.8M |
| Mason Street Advisors, LLC | 4.09% | Add +9.7% | 740,700 | $33.7M |
| Assetmark, Inc. | 0.09% | Reduce -10.0% | 719,652 | $32.8M |
| Elevatus Welath Management | 10.67% | New | 717,327 | $32.6M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +4.3% | 709,496 | $32.3M |
| Dakota Wealth Management | 0.73% | Add +20.3% | 709,016 | $32.3M |
| 49 Wealth Management, LLC | 5.23% | New | 706,037 | $32.1M |
| Obermeyer Wealth Partners | 1.72% | Reduce -6.2% | 704,528 | $32.1M |
| Peterson Wealth Advisors, LLC | 5.84% | Add +2.9% | 679,407 | $30.9M |
| DAVENPORT & Co LLC | 0.17% | Add +4.9% | 654,292 | $29.8M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +8.6% | 636,230 | $29.0M |
| Patriot Investment Management Group, Inc. | 2.10% | Add +6.5% | 627,930 | $28.6M |
| Equitable Holdings, Inc. | 0.27% | Add +5.1% | 605,942 | $27.6M |
| Focus Financial Network, Inc. | 1.11% | Add +2.0% | 596,338 | $27.1M |
| Good Life Advisors, LLC | 1.64% | Add +7.3% | 584,122 | $26.6M |
| Corient Private Wealth LP | 0.04% | Add +0.5% | 562,347 | $25.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -7.8% | 525,590 | $23.9M |
| McClarren Financial Advisors, Inc. | 2.97% | Add +809.9% | 9,818 | $23.6M |
| Thrivent Financial for Lutherans | 0.04% | Add +0.9% | 508,440 | $23.1M |
| JNBA Financial Advisors | 2.32% | Reduce -0.6% | 505,457 | $23.0M |
| Texas Permanent School Fund Corp. | 3.73% | New | 488,935 | $22.3M |
| Kestra Investment Management, LLC | 0.94% | Add +137.1% | 481,245 | $21.9M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -20.9% | 479,248 | $21.8M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -2.4% | 477,071 | $21.7M |
| Mariner, LLC | 0.04% | Add +5.7% | 476,000 | $21.7M |
| Sanctuary Advisors, LLC | 0.14% | Add +33.0% | 443,442 | $21.6M |
| Avior Wealth Management, LLC | 0.85% | Add +3.5% | 467,400 | $21.3M |
| McNamara Financial Services, Inc. | 4.17% | Add +0.2% | 464,991 | $21.2M |
| Financial Security Advisor, Inc. | 5.02% | Reduce -1.0% | 442,635 | $20.1M |
| GM Advisory Group, LLC | 1.20% | New | 438,814 | $20.0M |
| Retirement Financial Solutions, LLC | 8.57% | Add +1.7% | 430,183 | $19.6M |
| First Command Advisory Services, Inc. | 0.19% | Add +141583.5% | 429,301 | $19.5M |
| St Germain D J Co. Inc. | 0.86% | Add +4.2% | 412,152 | $18.8M |
| Garrett Wealth Advisory Group, LLC | 4.58% | Add +2.6% | 407,439 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -12.1% | 398,992 | $18.2M |
| IHT Wealth Management, LLC | 0.51% | Add +2.1% | 393,702 | $17.9M |
| Cary Street Partners Investment Advisory LLC | 0.63% | Add +12.0% | 377,052 | $17.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.63% | Add +0.2% | 376,562 | $17.1M |
| Cary Street Partners Asset Management LLC | 2.20% | Add +15.4% | 367,172 | $16.7M |
| Allen Capital Group, LLC | 2.04% | Add +4.9% | 353,598 | $16.1M |
| Boston Standard Wealth Management, LLC | 3.12% | Add +4.7% | 351,717 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +4.0% | 348,495 | $15.9M |
| Carnegie Investment Counsel | 0.45% | Reduce -0.2% | 333,983 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.2% | 320,520 | $14.6M |
| Legacy Edge Advisors, LLC | 2.24% | Add +17.4% | 307,623 | $14.0M |
| Geneos Wealth Management Inc. | 0.53% | Add +5.5% | 302,694 | $13.8M |
| Berkshire Asset Management LLC | 0.70% | No change | 330,569 | $13.7M |
| Austin Private Wealth, LLC | 1.33% | Reduce -7.2% | 296,928 | $13.5M |
| Trilogy Capital Inc. | 0.68% | Reduce -13.0% | 296,628 | $13.5M |
| Financial Gravity Companies, Inc. | 3.61% | — | 296,446 | $13.5M |
| Flagship Harbor Advisors, LLC | 0.72% | Reduce -8.1% | 289,646 | $13.2M |
| Western Wealth Management, LLC | 0.75% | Reduce -4.0% | 288,907 | $13.1M |
| WBH Advisory Inc. | 1.24% | Add +5.8% | 287,386 | $13.1M |
| North Star Asset Management Inc. | 0.58% | Add +2.4% | 285,078 | $13.0M |
| Advance Capital Management, Inc. | 0.57% | Add +2747.5% | 284,205 | $12.9M |
| Global Retirement Partners, LLC | 0.39% | Add +8.2% | 282,373 | $12.9M |
| One Day In July LLC | 1.44% | Add +46.6% | 281,046 | $12.8M |
| Taylor & Morgan Wealth Management, LLC | 8.50% | Reduce -0.9% | 278,483 | $12.7M |
| Park Avenue Securities LLC | 0.14% | Reduce -0.8% | 276,069 | $12.6M |
| Valeo Financial Advisors, LLC | 0.35% | Reduce -13.5% | 270,378 | $12.3M |
| Oarsman Capital, Inc. | 2.25% | Add +7.5% | 267,431 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.9% | 262,742 | $12.0M |
| Windsor Capital Management, LLC | 3.42% | Add +0.4% | 259,063 | $11.8M |
| Hibernia Wealth Partners, LLC | 4.07% | Add +6.5% | 258,318 | $11.8M |
| Pure Financial Advisors, LLC | 0.28% | Reduce -3.6% | 257,006 | $11.7M |
| RVW Wealth, LLC | 1.09% | Reduce -2.6% | 256,799 | $11.7M |
| Modern Wealth Management, LLC | 0.72% | Add +0.5% | 256,137 | $11.7M |
| United Asset Strategies, Inc. | 1.06% | Add +0.9% | 249,971 | $11.4M |
| KWB Wealth | 1.47% | Add +6.1% | 272,233 | $11.3M |
| Louisiana State Employees Retirement System | 0.21% | Add +24.2% | 248,400 | $11.3M |
| MML Investors Services, LLC | 0.04% | Add +2.5% | 245,654 | $11.2M |
| Impact Partnership Wealth, LLC | 2.52% | Add +46.7% | 245,365 | $11.2M |
| Allworth Financial LP | 0.07% | Add +1.6% | 237,555 | $10.8M |
| Aspire Capital Advisors LLC | 3.16% | Add +1.5% | 232,966 | $10.6M |
| D.A. Davidson & Co. | 0.09% | Add +25.0% | 227,621 | $10.4M |
| Cornerstone Advisors Asset Management, LLC | 2.22% | Add +195.7% | 220,835 | $10.1M |
| Banco Santander, S.A. | 0.12% | Reduce -14.4% | 220,712 | $10.0M |
| AlphaStar Capital Management, LLC | 0.79% | Add +14.5% | 217,739 | $9.9M |
| Summit Investment Advisory Services, LLC | 5.20% | New | 215,557 | $9.8M |
| NewEdge Advisors, LLC | 0.06% | Add +22.9% | 214,700 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.4% | 210,566 | $9.6M |
| Evermay Wealth Management LLC | 1.48% | Add +37.0% | 201,820 | $9.2M |
| Liquid Strategies, LLC | 2.19% | Add +17.5% | 200,811 | $9.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.5% | 202,440 | $9.1M |
| Pachira Investments Inc. | 6.91% | Reduce -1.1% | 197,249 | $9.0M |
| Cahaba Wealth Management, Inc. | 0.74% | Reduce -0.3% | 197,078 | $9.0M |
| Financial Insights, Inc. | 2.87% | Reduce -26.2% | 193,952 | $8.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -25.2% | 192,985 | $8.8M |
| Advisor OS, LLC | 0.87% | Add +9.0% | 192,526 | $8.8M |
| Bison Wealth, LLC | 1.39% | Reduce -4.8% | 191,098 | $8.7M |
| Sterling Investment Advisors, Ltd. | 2.19% | Reduce -0.6% | 73,979 | $8.7M |
| Montz Harcus Wealth Management LLC | 4.79% | Add +4.6% | 180,084 | $8.2M |
| Private Wealth Group, LLC | 4.04% | Reduce -2.5% | 177,614 | $8.1M |
| Voisard Asset Management Group, Inc. | 3.34% | Add +1.8% | 176,174 | $8.0M |
| Kensington Asset Management, LLC | 0.43% | Add +4.6% | 178,825 | $7.9M |
| Diversify Wealth Management, LLC | 0.76% | Add +2.4% | 177,364 | $7.9M |
| UNIVEST FINANCIAL Corp | 0.52% | New | 172,190 | $7.8M |
| 1900 Wealth Management LLC | 0.66% | Reduce -3.6% | 169,234 | $7.7M |
| Larson Financial Group LLC | 0.44% | Reduce -5.1% | 168,624 | $7.7M |
| Annex Advisory Services, LLC | 0.25% | Reduce -2.4% | 168,591 | $7.7M |
| PSI Advisors, LLC | 2.21% | Add +1.2% | 165,532 | $7.5M |
| Octavia Wealth Advisors, LLC | 0.91% | Add +18.2% | 162,373 | $7.4M |
| Walkner Condon Financial Advisors LLC | 1.49% | Reduce -5.9% | 160,102 | $7.3M |
| Leslie Global Wealth, LLC | 3.54% | Add +0.8% | 159,948 | $7.3M |
| Mgo One Seven LLC | 0.31% | Add +1.3% | 159,336 | $7.3M |
| Berkeley Capital Partners, LLC | 2.06% | Add +1.7% | 158,599 | $7.2M |
| Gladstone Institutional Advisory LLC | 0.35% | Add +3.5% | 158,287 | $7.2M |
| Perennial Investment Advisors, LLC | 0.93% | Add +12.2% | 156,873 | $7.1M |
| Wrapmanager Inc. | 1.83% | Add +33.8% | 155,818 | $7.1M |
| Asset Management Group, Inc. | 0.95% | Reduce -0.2% | 147,658 | $6.7M |
| Avantax Advisory Services, Inc. | 0.04% | Add +0.8% | 144,235 | $6.6M |
| Signal Advisors Wealth, LLC | 0.93% | New | 142,558 | $6.5M |
| Foguth Wealth Management, LLC. | 2.33% | Add +53.0% | 143,647 | $6.4M |
| Tortoise Investment Management, LLC | 0.66% | Add +50.5% | 139,672 | $6.4M |
| RFG Advisory, LLC | 0.19% | Add +0.2% | 137,991 | $6.3M |
| Fifth Third Bancorp | 0.02% | Add +233.0% | 136,354 | $6.2M |
| Syntrinsic LLC | 2.03% | Reduce -2.8% | 134,370 | $6.1M |
| MJP Associates Inc. | 1.14% | Add +7.5% | 132,165 | $6.0M |
| Scarborough Advisors, LLC | 0.97% | Add +2.3% | 131,984 | $6.0M |
| Strategic Wealth Partners, Ltd. | 0.56% | Reduce -0.0% | 128,896 | $5.9M |
| Ironwood Wealth Management, LLC. | 1.76% | Reduce -0.4% | 128,863 | $5.9M |
| Exchange Capital Management, Inc. | 0.93% | Add +29.9% | 128,205 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +6.0% | 124,968 | $5.7M |
| Investment Planning Advisors, Inc. | 2.88% | No change | 135,887 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Add +2.4% | 122,907 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.2% | 120,223 | $5.5M |
| Debussy Capital Management LP | 1.56% | Reduce -2.8% | 117,998 | $5.4M |
| Merriman Wealth Management, LLC | 0.22% | Reduce -3.5% | 117,885 | $5.4M |
| Millington Financial Advisors, LLC | 3.28% | Add +12.6% | 115,483 | $5.3M |
| Warren Street Wealth Advisors, LLC | 2.15% | Add +4.1% | 114,150 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | No change | 112,672 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +28.1% | 112,641 | $5.1M |
| Lake Street Advisors Group, LLC | 0.24% | Add +0.0% | 112,240 | $5.1M |
| Higgins & Schmidt Wealth Strategies LLC | 3.25% | Add +3.8% | 110,550 | $5.0M |
| Bensler, LLC | 0.63% | Add +10.8% | 109,583 | $5.0M |
| Aspire Private Capital, LLC | 1.18% | Reduce -13.5% | 109,145 | $5.0M |
| IAG Wealth Partners, LLC | 0.90% | Add +9.8% | 106,832 | $4.9M |
| Waverly Advisors, LLC | 0.09% | Add +0.7% | 106,705 | $4.9M |
| Financial Counselors Inc. | 0.07% | Add +1.5% | 106,001 | $4.8M |
| Paulson Wealth Management Inc. | 1.28% | Reduce -3.2% | 105,050 | $4.8M |
| Shum Financial Group, Inc. | 3.95% | — | 97,892 | $4.7M |
| Strategic Financial Planning, Inc. | 3.08% | Reduce -0.4% | 102,314 | $4.7M |
| Hofer & Associates. Inc | 3.18% | Reduce -0.1% | 101,332 | $4.6M |
| GeoWealth Management, LLC | 0.16% | Add +272.5% | 100,784 | $4.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 1.00% | Add +4.6% | 100,694 | $4.6M |
| Sharkey, Howes & Javer | 0.65% | New | 99,743 | $4.5M |
| Orange Investment Advisors, Inc. | 0.49% | Add +8.4% | 97,840 | $4.5M |
| Resonant Capital Advisors, LLC | 0.33% | Add +0.2% | 97,393 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 93,978 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +27.1% | 93,696 | $4.3M |
| TPG Financial Advisors, LLC | 1.92% | Add +2.1% | 93,533 | $4.3M |
| Destiny Capital Corp | 2.61% | Reduce -3.3% | 94,342 | $4.2M |
| Diversify Advisory Services, LLC | 0.22% | Reduce -11.5% | 92,247 | $4.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2.13% | No change | 90,585 | $4.1M |
| Legend Financial Advisors, Inc. | 2.73% | Reduce -0.5% | 86,960 | $4.0M |
| Strategic Financial Concepts, LLC | 1.26% | Reduce -97.7% | 86,957 | $4.0M |
| Colton Groome Financial Advisors, LLC | 1.46% | Add +1.5% | 85,746 | $3.9M |
| Flynn Zito Capital Management, LLC | 1.88% | Add +0.8% | 85,308 | $3.9M |
| 626 Financial, LLC | 2.13% | Add +0.1% | 84,612 | $3.9M |
| Marmo Financial Group, LLC | 2.05% | Reduce -73.2% | 84,520 | $3.8M |
| CIBC Private Wealth Group LLC | 0.01% | Add +22.9% | 84,030 | $3.8M |
| Pecaut & Co. | 1.34% | Add +5.5% | 83,076 | $3.8M |
| Garden State Investment Advisory Services LLC | 1.21% | Add +1.0% | 82,512 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -14.4% | 82,085 | $3.7M |
| SPC Financial, Inc. | 0.33% | Add +0.5% | 81,933 | $3.7M |
| Landmark Wealth Management, Inc. | 1.82% | Reduce -7.1% | 80,215 | $3.7M |
| Financial Advocates Investment Management | 0.21% | Add +3.2% | 79,633 | $3.6M |
| Harbour Investments, Inc. | 0.11% | Add +2.5% | 79,337 | $3.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +1.7% | 77,529 | $3.5M |
| Arkansas Financial Group, Inc. | 0.58% | Add +35.2% | 77,322 | $3.5M |
| CreativeOne Wealth, LLC | 0.12% | Add +177.0% | 76,906 | $3.5M |
| WNY Asset Management, LLC | 0.41% | Add +12.8% | 76,552 | $3.5M |
| Sage Financial Management Group, Inc. | 1.34% | Add +3.9% | 75,871 | $3.5M |
| Goodman Financial Corp | 0.76% | Reduce -1.8% | 74,895 | $3.4M |
| Breakwater Capital Group | 0.69% | Reduce -2.6% | 74,790 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -0.6% | 73,497 | $3.3M |
| Focus Partners Wealth | 0.01% | Add +46.0% | 73,395 | $3.3M |
| M Holdings Securities, Inc. | 0.83% | Reduce -1.5% | 72,718 | $3.3M |
| RMR Capital Management, LLC | 2.78% | Add +1.2% | 71,815 | $3.3M |
| WCG Wealth Advisors LLC | 0.22% | Reduce -7.5% | 70,633 | $3.2M |
| SilverOak Wealth Management LLC | 0.72% | Reduce -6.2% | 70,240 | $3.2M |
| Wealthquest Corp | 0.28% | Reduce -15.0% | 70,722 | $3.2M |
| Founders Financial Alliance, LLC | 0.88% | Add +4.2% | 69,758 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +12.9% | 69,190 | $3.1M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -12.6% | 68,202 | $3.1M |
| Gateway Wealth Partners, LLC | 0.85% | Reduce -2.5% | 68,011 | $3.1M |
| Compass Wealth Management LLC | 0.72% | Add +17.7% | 67,362 | $3.1M |
| Napatree Capital LLC | 2.14% | Add +10.1% | 67,310 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -7.0% | 66,569 | $3.0M |
| Precedent Wealth Partners, LLC | 0.99% | Add +105.2% | 66,140 | $3.0M |
| BCGM Wealth Management, LLC | 0.95% | Reduce -2.0% | 64,665 | $2.9M |
| Beck Capital Management, LLC | 0.78% | New | 64,475 | $2.9M |
| Northeast Financial Consultants Inc | 0.13% | No change | 63,716 | $2.9M |
| Wealth Advisory Solutions, LLC | 0.80% | Add +4.0% | 63,515 | $2.9M |
| CFM Wealth Partners LLC | 0.50% | Add +5.5% | 63,287 | $2.9M |
| Deutsche Bank AG | 0.00% | Reduce -3.5% | 63,191 | $2.9M |
| Farther Finance Advisors, LLC | 0.11% | Add +65.6% | 62,754 | $2.9M |
| Portside Wealth Group, LLC | 0.49% | Add +9.9% | 62,401 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.28% | Reduce -23.0% | 62,227 | $2.8M |
| Chicago Partners Investment Group LLC | 0.10% | Add +4.7% | 62,981 | $2.8M |
| DDFG, Inc | 0.80% | Add +104.1% | 61,486 | $2.8M |
| Meridian Financial Advisors, LLC | 1.86% | Add +2.7% | 61,344 | $2.8M |
| SkyOak Wealth, LLC | 0.62% | Add +4.3% | 61,080 | $2.8M |
| EP Wealth Advisors, LLC | 0.02% | Add +62.5% | 61,022 | $2.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.35% | Reduce -6.2% | 60,770 | $2.8M |
| New York Life Investment Management LLC | 0.03% | Add +138.0% | 60,447 | $2.8M |
| DHK Financial Advisors, Inc. | 1.66% | Add +0.4% | 59,518 | $2.7M |
| Securian Asset Management, Inc. | 0.08% | No change | 59,294 | $2.7M |
| Legacy Private Trust Co. | 0.18% | Reduce -3.7% | 58,248 | $2.7M |
| Affinity Capital Advisors, LLC | 0.51% | Reduce -0.8% | 58,205 | $2.6M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -20.4% | 58,050 | $2.6M |
| Blueprint Investment Partners LLC | 0.48% | Reduce -12.4% | 57,996 | $2.6M |
| Prairie Sky Financial Group LLC | 1.49% | Reduce -0.7% | 57,523 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.20% | New | 57,103 | $2.6M |
| Knightsbridge Asset Management, LLC | 0.58% | Add +1.0% | 56,236 | $2.6M |
| Kingsview Wealth Management, LLC | 0.05% | Add +33.0% | 55,623 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -8.6% | 54,841 | $2.5M |
| Sowell Financial Services LLC | 0.12% | Add +0.5% | 54,674 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +11.9% | 54,582 | $2.5M |
| Towercrest Capital Management | 0.40% | Add +4.9% | 54,435 | $2.5M |
| Nottingham Advisors, Inc. | 0.27% | Add +57.3% | 53,750 | $2.4M |
| TFG Advisers LLC | 0.88% | Add +2.1% | 53,718 | $2.4M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -2.5% | 53,466 | $2.4M |
| IFG Advisors, LLC | 0.51% | Reduce -7.7% | 52,915 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | New | 51,926 | $2.4M |
| NorthRock Partners, LLC | 0.08% | Reduce -1.4% | 51,771 | $2.4M |
| Stone Summit Wealth LLC | 0.75% | Add +7.2% | 51,203 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +36.9% | 51,498 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +20.8% | 50,499 | $2.3M |
| Gibbs Wealth Management | 0.74% | Add +47.5% | 50,124 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 49,529 | $2.3M |
| Private Trust Co. NA | 0.23% | Add +2.5% | 49,295 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +4.9% | 50,178 | $2.2M |
| Blair William & Co. | 0.01% | Add +59.4% | 47,957 | $2.2M |
| IFP Advisors, Inc | 0.08% | Reduce -22.8% | 47,690 | $2.2M |
| Annapolis Financial Services, LLC | 0.64% | Add +0.2% | 47,290 | $2.2M |
| Clarus Wealth Advisors | 1.09% | Add +0.9% | 47,924 | $2.1M |
| Alliance Wealth Management Group | 0.56% | Add +5.5% | 46,019 | $2.1M |
| G&S Capital LLC | 0.87% | Add +0.4% | 45,784 | $2.1M |
| Jacobi Capital Management LLC | 0.16% | Add +12.1% | 45,528 | $2.1M |
| Syon Capital LLC | 0.18% | Add +0.4% | 45,480 | $2.1M |
| Bill Few Associates, Inc. | 0.73% | Add +16.8% | 45,320 | $2.1M |
| Fund Evaluation Group, LLC | 0.11% | Reduce -1.5% | 44,419 | $2.0M |
| Lunt Capital Management, Inc. | 0.94% | Add +62.0% | 44,050 | $2.0M |
| NovaPoint Capital, LLC | 0.62% | Reduce -5.2% | 43,893 | $2.0M |
| Topel & Distasi Wealth Management, LLC | 0.82% | No change | 43,394 | $2.0M |
| WESCAP Management Group, Inc. | 0.49% | Reduce -0.4% | 43,191 | $2.0M |
| Defined Wealth Management, LLC | 1.27% | Reduce -0.4% | 43,044 | $2.0M |
| Raleigh Capital Management Inc. | 0.75% | Reduce -4.5% | 42,893 | $2.0M |
| FF Advisors,LLC | 1.27% | Add +1.9% | 42,886 | $2.0M |
| GPS Wealth Strategies Group, LLC | 0.26% | Add +3.2% | 42,819 | $1.9M |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 42,590 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Add +17.1% | 42,389 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -5.3% | 42,058 | $1.9M |
| Shepherd Financial Partners LLC | 0.23% | Reduce -6.5% | 41,787 | $1.9M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | No change | 41,565 | $1.9M |
| Global Strategic Investment Solutions, LLC | 0.22% | Add +0.3% | 41,496 | $1.9M |
| Arete Wealth Advisors, LLC | 0.16% | Reduce -35.8% | 41,443 | $1.9M |
| Wealthcare Capital Management LLC | 0.19% | Add +3.9% | 41,193 | $1.9M |
| Principal Securities, Inc. | 0.05% | Add +6.3% | 40,959 | $1.9M |
| CSM Advisors, LLC | 0.12% | No change | 40,652 | $1.9M |
| NSI Retail Advisors, LLC | 0.27% | No change | 40,100 | $1.8M |
| Abich Financial Wealth Management LLC | 4.03% | Reduce -64.5% | 39,403 | $1.8M |
| Manhattan West Asset Management, LLC | 0.46% | Add +321.7% | 39,279 | $1.8M |
| Opal Wealth Advisors, LLC | 0.56% | Add +3.0% | 39,239 | $1.8M |
| Crescent Grove Advisors, LLC | 0.18% | Reduce -0.3% | 39,169 | $1.8M |
| Bank of Montreal | 0.00% | Add +12.1% | 39,270 | $1.8M |
| Commerce Bank | 0.01% | Add +494.5% | 38,922 | $1.8M |
| Integrity Financial Corp | 1.03% | Reduce -0.8% | 38,447 | $1.7M |
| IFG Advisory, LLC | 0.11% | Add +13.1% | 38,404 | $1.7M |
| RiverFront Investment Group, LLC | 0.04% | New | 37,848 | $1.7M |
| Ascentis Independent Advisors | 0.27% | Add +21.3% | 37,627 | $1.7M |
| Alta Wealth Advisors LLC | 0.77% | Add +3.8% | 37,218 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +0.0% | 37,139 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +175.4% | 37,088 | $1.7M |
| Naples Global Advisors, LLC | 0.16% | Add +3.8% | 36,956 | $1.7M |
| AdvisorNet Financial, Inc | 0.12% | Add +7.9% | 36,700 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +0.0% | 36,444 | $1.7M |
| Marathon Strategic Advisors, LLC | 1.74% | Add +16.8% | 36,077 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.3% | 35,799 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -6.3% | 35,799 | $1.6M |
| Shoker Investment Counsel, Inc. | 0.55% | Reduce -0.4% | 35,750 | $1.6M |
| Strategic Blueprint, LLC | 0.10% | Add +3.3% | 35,321 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.63% | Reduce -1.1% | 34,641 | $1.6M |
| Northwest Bancshares, Inc. | 0.27% | Reduce -7.5% | 34,579 | $1.6M |
| Lebenthal Global Advisors, LLC | 0.31% | Add +3.0% | 34,006 | $1.5M |
| Comerica Bank | 0.01% | Add +1.2% | 33,561 | $1.5M |
| LBMC Investment Advisors, LLC | 0.12% | No change | 33,280 | $1.5M |
| Nikulski Financial, Inc. | 0.45% | Reduce -2.0% | 33,159 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.0% | 33,125 | $1.5M |
| FMR LLC | 0.00% | Add +7.1% | 32,399 | $1.5M |
| Stablepoint Partners, LLC | 0.26% | Add +15.1% | 31,897 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +5.2% | 31,173 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +104.6% | 31,169 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Reduce -6.9% | 31,014 | $1.4M |
| Blue Fin Capital, Inc. | 0.27% | Add +18.9% | 30,803 | $1.4M |
| TD Capital Management LLC | 0.14% | Reduce -0.3% | 30,772 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +70.0% | 30,508 | $1.4M |
| Whalerock Point Partners, LLC | 0.34% | No change | 30,488 | $1.4M |
| Richardson Financial Services Inc. | 0.88% | Add +2.9% | 33,153 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +6.0% | 29,741 | $1.4M |
| Integrity Wealth Solutions LLC | 0.79% | Reduce -10.6% | 29,686 | $1.4M |
| Colonial River Investments, LLC | 0.66% | Reduce -2.5% | 29,133 | $1.3M |
| ARS Investment Partners, LLC | 0.12% | Add +13.7% | 28,950 | $1.3M |
| Orin Green Financial, LLC | 0.57% | Reduce -6.6% | 28,934 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +4.7% | 28,881 | $1.3M |
| Penobscot Wealth Management | 0.71% | Reduce -6.7% | 28,854 | $1.3M |
| Wealth Management Resources, Inc. | 0.53% | Add +1.8% | 28,819 | $1.3M |
| River Street Advisors LLC | 0.72% | Add +6.7% | 28,724 | $1.3M |
| Pinkerton Wealth, LLC | 0.19% | Reduce -0.8% | 28,655 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +7.2% | 28,642 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -40.9% | 28,492 | $1.3M |
| Prudential Financial Inc. | 0.00% | New | 28,425 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +270.9% | 28,327 | $1.3M |
| First Horizon Advisors, Inc. | 0.04% | No change | 28,100 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +48.1% | 27,766 | $1.3M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 27,280 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.29% | Add +14.3% | 27,184 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.3% | 27,005 | $1.2M |
| MBM Wealth Consultants, LLC | 0.38% | Add +1.0% | 26,811 | $1.2M |
| Pegasus Partners Ltd. | 0.11% | Reduce -11.2% | 26,440 | $1.2M |
| Moneco Advisors, LLC | 0.15% | Add +28.5% | 26,269 | $1.2M |
| SpiderRock Advisors, LLC | 0.03% | New | 26,176 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 26,103 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +0.5% | 25,952 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | Reduce -2.0% | 25,614 | $1.2M |
| Tidemark, LLC | 0.47% | Add +7.5% | 25,435 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.47% | Add +4.6% | 25,416 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -89.4% | 24,987 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | New | 24,785 | $1.1M |
| Wealth Advisors of Iowa, LLC | 0.57% | New | 24,544 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | No change | 23,340 | $1.1M |
| Edge Capital Group, LLC | 0.05% | Add +3.3% | 23,195 | $1.1M |
| Hardin Capital Partners, LLC | 0.59% | Add +0.9% | 12,317 | $1.0M |
| RKL Wealth Management LLC | 0.09% | New | 22,640 | $1.0M |
| Glen Eagle Advisors, LLC | 0.17% | Add +128.8% | 22,381 | $1.0M |
| Ascent Group, LLC | 0.08% | Reduce -10.1% | 22,280 | $1.0M |
| SOL Capital Management CO | 0.11% | Add +18.3% | 22,169 | $1.0M |
| Apella Capital, LLC | 0.04% | Add +0.1% | 22,506 | $1.0M |
| Sunpointe, LLC | 0.82% | New | 21,916 | $997K |
| Denver Wealth Management, Inc. | 0.46% | Reduce -4.5% | 21,860 | $995K |
| Silver Oak Securities, Incorporated | 0.10% | Add +91.9% | 21,907 | $993K |
| Gilman Hill Asset Management, LLC | 0.17% | Reduce 0.0% | 23,690 | $991K |
| World Investment Advisors | 0.03% | Add +7.8% | 21,721 | $989K |
| Fiduciary Group, LLC | 0.10% | Add +3.4% | 21,699 | $988K |
| Worth Financial Advisory Group, LLC | 0.58% | Add +2.4% | 21,656 | $986K |
| TKG Advisors, LLC | 0.47% | Add +1.3% | 20,800 | $947K |
| Key Financial Inc | 0.21% | Add +2.5% | 20,700 | $942K |
| EPIQ Capital Group, LLC | 0.27% | Add +2.5% | 20,652 | $940K |
| Armbruster Capital Management, Inc. | 0.19% | Add +31.1% | 20,543 | $935K |
| Corrigan Financial, Inc. | 0.21% | Add +0.9% | 20,541 | $935K |
| Keener Financial Planning LLC | 0.61% | Reduce -3.7% | 20,505 | $933K |
| Moors & Cabot, Inc. | 0.05% | Add +9.9% | 20,399 | $928K |
| Headinvest, LLC | 0.17% | New | 20,313 | $924K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -5.6% | 20,143 | $917K |
| Seaside Wealth Management, Inc. | 0.35% | Reduce -1.3% | 20,064 | $913K |
| Money Concepts Capital Corp. | 0.07% | Reduce -6.6% | 20,009 | $911K |
| BIP Wealth, LLC | 0.06% | Reduce -8.1% | 19,897 | $906K |
| American Investment Services, Inc. | 0.15% | Reduce -0.3% | 19,839 | $903K |
| Sei Investments Co. | 0.00% | Reduce -13.3% | 19,807 | $901K |
| MidAtlantic Capital Management, Inc. | 0.66% | No change | 19,786 | $900K |
| Coastwise Capital Group, LLC | 0.74% | Add +155.4% | 19,695 | $896K |
| Sound Income Strategies, LLC | 0.06% | Add +2090.8% | 19,454 | $885K |
| White Pine Capital LLC | 0.30% | Add +1.6% | 19,390 | $882K |
| Verus Capital Partners, LLC | 0.09% | Add +3.6% | 19,284 | $879K |
| Sterling Group Wealth Management, LLC | 0.46% | Reduce -82.8% | 19,160 | $872K |
| Gotham Asset Management | 0.01% | New | 19,129 | $871K |
| Adamsbrown Wealth Consultants LLC | 0.30% | Reduce -13.1% | 19,100 | $869K |
| ERn Financial, LLC | 0.13% | Reduce -13.2% | 19,018 | $866K |
| Financial Synergies Wealth Advisors, Inc. | 0.11% | Reduce -26.4% | 18,910 | $861K |
| Financial Network Wealth Advisors LLC | 0.70% | Reduce -5.3% | 18,746 | $853K |
| Householder Group Estate & Retirement Specialist, LLC | 0.25% | Add +8.2% | 18,728 | $852K |
| Values Added Financial LLC | 0.54% | Reduce -5.6% | 18,719 | $852K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.9% | 18,578 | $845K |
| Trinity Wealth Management, LLC | 0.38% | Add +1.8% | 18,145 | $826K |
| Aldebaran Financial Inc. | 0.97% | Reduce -1.8% | 18,090 | $823K |
| Wulff, Hansen & Co. | 0.74% | Add +1.5% | 18,010 | $820K |
| Collaborative Wealth Managment Inc. | 0.37% | Add +4.5% | 17,915 | $815K |
| Benjamin Edwards Inc. | 0.01% | New | 17,719 | $806K |
| Raymond James Trust N.A. | 0.02% | Add +19.4% | 17,650 | $803K |
| Global Financial Private Client, LLC | 0.31% | Reduce -4.2% | 17,644 | $803K |
| Lifeworks Advisors, LLC | 0.16% | Add +123.3% | 17,622 | $802K |
| Johnson Investment Counsel Inc. | 0.01% | Add +48.7% | 17,588 | $800K |
| Abbot Financial Management, Inc. | 0.40% | Add +1.5% | 17,442 | $794K |
| Mutual Advisors, LLC | 0.02% | Add +48.4% | 17,430 | $780K |
| Titleist Asset Management, LLC | 0.11% | Reduce -0.2% | 17,114 | $779K |
| Rothschild Wealth LLC | 0.23% | Reduce -1.6% | 17,063 | $777K |
| Delta Wealth Advisors LLC | 0.73% | Reduce -3.6% | 16,740 | $762K |
| Municipal Employees' Retirement System of Michigan | 0.01% | Add +4.1% | 16,642 | $757K |
| CGN Advisors LLC | 0.07% | Add +6.3% | 16,241 | $739K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -20.2% | 16,108 | $733K |
| Ranch Capital Advisors Inc. | 0.34% | Add +5.0% | 15,842 | $721K |
| AQR Capital Management | 0.00% | New | 15,829 | $720K |
| Sunburst Financial Group, LLC | 0.18% | Reduce -0.3% | 15,710 | $715K |
| Advisory Alpha, LLC | 0.03% | Reduce -3.5% | 15,705 | $715K |
| Nwam LLC | 0.04% | New | 15,455 | $703K |
| Interchange Capital Partners, LLC | 0.25% | Reduce -1.0% | 15,392 | $701K |
| LexAurum Advisors, LLC | 0.15% | Add +9.2% | 15,328 | $698K |
| Harbor Investment Advisory, LLC | 0.07% | Add +37.7% | 15,048 | $685K |
| Wambolt & Associates, LLC | 0.19% | Add +28.6% | 15,166 | $681K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +3.3% | 14,861 | $676K |
| Centaurus Financial, Inc. | 0.04% | Add +24.9% | 14,828 | $675K |
| Financial Management Network Inc. | 0.14% | Reduce -0.5% | 14,855 | $669K |
| US Financial Advisors, LLC | 0.21% | Add +2.9% | 14,697 | $669K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -11.5% | 14,683 | $668K |
| Indie Asset Partners, LLC | 0.50% | Reduce -0.5% | 14,617 | $665K |
| SFG Wealth Management, LLC. | 0.35% | Add +1.8% | 14,601 | $664K |
| Tilson Financial Group, Inc. | 0.29% | No change | 14,520 | $661K |
| Butensky & Cohen Financial Security, Inc. | 0.19% | Reduce -0.9% | 14,344 | $653K |
| Procyon Advisors, LLC | 0.04% | Add +10.8% | 14,245 | $648K |
| Davies Financial Advisors, Inc. | 0.56% | New | 14,212 | $647K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -4.3% | 14,175 | $645K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -27.0% | 14,130 | $643K |
| Patron Partners, LLC | 0.35% | Add +2.8% | 14,103 | $642K |
| Redwood Financial Network Corp | 0.50% | Add +2.6% | 14,100 | $642K |
| Two Sigma Investments, LP | 0.00% | Reduce -17.1% | 14,082 | $641K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +2.9% | 13,946 | $635K |
| Alpha Financial Partners LLC | 0.45% | Reduce -38.4% | 13,779 | $627K |
| Ehrlich Financial Group | 0.45% | Add +0.0% | 13,779 | $627K |
| Security Financial Services, INC. | 0.13% | Reduce -18.5% | 13,732 | $625K |
| Alaska Wealth Advisors, LLC | 0.09% | Reduce -1.4% | 13,683 | $623K |
| F/m Investments LLC | 0.02% | Add +1.2% | 13,672 | $622K |
| Brown Financial Advisory | 0.44% | Reduce -5.0% | 13,663 | $622K |
| Arkadios Wealth Advisors | 0.04% | Add +0.5% | 13,645 | $621K |
| Capital Planning Advisors, LLC | 0.09% | Reduce -5.7% | 13,595 | $619K |
| Fingerlakes Wealth Management, Inc. | 0.51% | Reduce -0.4% | 13,584 | $618K |
| Adams Wealth Management | 0.13% | Reduce -0.1% | 13,529 | $616K |
| CacheTech Inc. | 0.13% | Reduce -0.1% | 13,529 | $616K |
| Continental Investors Services, Inc. | 1.26% | Reduce -7.0% | 13,697 | $615K |
| Triumph Capital Management | 0.22% | Reduce -55.3% | 13,437 | $612K |
| McIlrath & Eck, LLC | 0.08% | Reduce -4.1% | 13,306 | $606K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.8% | 12,771 | $603K |
| HBW Advisory Services LLC | 0.09% | Add +43.6% | 13,220 | $602K |
| Grove Bank & Trust | 0.09% | No change | 13,208 | $601K |
| PCA Investment Advisory Services Inc. | 0.28% | Add +0.3% | 13,168 | $599K |
| Zimmermann Investment Management & Planning LLC | 0.18% | Reduce -46.9% | 13,049 | $594K |
| Axiom Advisory, LLC | 0.01% | Reduce -21.4% | 13,504 | $593K |
| Brio Consultants, LLC | 0.09% | Reduce -1.4% | 13,023 | $593K |
| Pacific Sun Financial Corp | 0.32% | Reduce -2.0% | 12,945 | $589K |
| MGB Wealth Management, LLC | 0.21% | Reduce -0.7% | 12,898 | $587K |
| Hilltop Holdings Inc. | 0.04% | New | 12,797 | $582K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 12,771 | $581K |
| Synovus Financial Corp. | 0.01% | Add +83.5% | 12,755 | $581K |
| BLB&B Advisors, LLC | 0.03% | No change | 12,705 | $578K |
| Barnes Pettey Financial Advisors, LLC | 0.45% | Add +0.1% | 12,520 | $570K |
| Parcion Private Wealth LLC | 0.05% | No change | 12,354 | $562K |
| Curi Capital, LLC | 0.01% | Add +8.0% | 12,274 | $559K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +2.1% | 12,242 | $557K |
| E&G Advisors, LLC | 0.15% | Add +0.3% | 12,236 | $557K |
| Snowden Capital Advisors LLC | 0.02% | Add +9.7% | 12,185 | $555K |
| International Private Wealth Advisors LLC | 0.81% | Add +68.4% | 12,128 | $552K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 12,030 | $547K |
| Sentinel Pension Advisors, LLC | 0.11% | Reduce -22.9% | 11,997 | $546K |
| Kelly Financial Services LLC | 0.20% | Reduce -18.3% | 11,969 | $545K |
| Moneywise, Inc. | 0.27% | Add +0.2% | 11,919 | $542K |
| PFG Advisors | 0.03% | Add +4.7% | 11,901 | $542K |
| Balboa Wealth Partners | 0.14% | Reduce -10.7% | 11,872 | $540K |
| Fox Financial, Inc | 0.47% | Reduce -82.3% | 11,800 | $537K |
| Drucker Wealth 3.0, LLC | 0.13% | Add +0.0% | 11,710 | $533K |
| Second Line Capital, LLC | 0.14% | Add +0.3% | 11,673 | $531K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -0.7% | 11,641 | $530K |
| American Trust | 0.04% | Add +3.5% | 11,614 | $529K |
| Latitude Advisors, LLC | 0.30% | Reduce -4.4% | 11,551 | $526K |
| Range Financial Group LLC | 0.72% | Reduce -63.7% | 11,498 | $523K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -2.5% | 11,451 | $521K |
| Vertex Planning Partners, LLC | 0.12% | Add +1.3% | 11,410 | $519K |
| McGuire Investment Group, LLC | 0.07% | No change | 11,357 | $517K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.6% | 11,353 | $517K |
| Paladin Advisory Group, LLC | 0.38% | Reduce -2.0% | 11,221 | $511K |
| Stephens Inc. | 0.01% | Add +41.8% | 11,118 | $506K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -4.2% | 11,116 | $506K |
| Lynch & Associates | 0.11% | No change | 11,114 | $506K |
| Bank of Marin | 0.40% | Add +2.5% | 11,009 | $501K |
| BCS Wealth Management | 0.21% | No change | 10,895 | $496K |
| &partners | 0.01% | Add +57.1% | 10,849 | $494K |
| Templeton & Phillips Capital Management, LLC | 0.38% | No change | 10,803 | $492K |
| Vise Technologies, Inc. | 0.06% | Reduce -8.3% | 10,802 | $492K |
| Veltria Advisors Corp. | 0.19% | Add +52.5% | 10,776 | $490K |
| Private Advisory Group LLC | 0.06% | Add +0.5% | 10,689 | $486K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -11.1% | 10,669 | $486K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,642 | $484K |
| Courier Capital LLC | 0.03% | Add +59.7% | 10,630 | $484K |
| MSH Capital Advisors LLC | 0.14% | Add +50.2% | 10,402 | $473K |
| Narus Financial Partners, LLC | 0.17% | Add +2.5% | 10,268 | $467K |
| Compound Planning, Inc. | 0.03% | Reduce -8.8% | 10,211 | $465K |
| Fifth Third Wealth Advisors LLC | 0.03% | New | 10,190 | $464K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,113 | $460K |
| Savvy Advisors, Inc. | 0.09% | Reduce -27.4% | 10,068 | $458K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 10,069 | $458K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -4.3% | 10,036 | $457K |
| Roman Butler Fullerton & Co. | 0.14% | Add +85.5% | 10,005 | $456K |
| Brookstone Capital Management | 0.01% | Add +11.4% | 9,966 | $454K |
| USAdvisors Wealth Management, LLC | 0.16% | Reduce -19.6% | 9,928 | $450K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -22.8% | 9,813 | $447K |
| Old Second National Bank of Aurora | 0.11% | Add +3.5% | 9,769 | $445K |
| Sightline Wealth Advisors, LLC | 0.24% | Reduce -20.5% | 9,696 | $441K |
| Whitegate Investment Counselors, Inc. | 0.12% | Reduce -8.1% | 9,688 | $441K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +6.0% | 9,631 | $438K |
| PAX Financial Group, LLC | 0.08% | Reduce -6.9% | 9,465 | $431K |
| Vawter Financial, Ltd. | 0.26% | Reduce -4.2% | 9,455 | $430K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -1.5% | 9,395 | $428K |
| Caldwell Trust Co | 0.04% | No change | 9,152 | $417K |
| Horizon Wealth Management, LLC | 0.08% | Add +0.0% | 9,112 | $415K |
| Richard W. Paul & Associates, LLC | 0.15% | Reduce -2.8% | 9,058 | $412K |
| Montis Financial, LLC | 0.15% | New | 9,015 | $410K |
| Milestone Asset Management, LLC | 0.09% | New | 9,010 | $410K |
| Claro Advisors Inc. | 0.05% | Add +1.0% | 8,917 | $406K |
| Iams Wealth Management, LLC | 0.20% | Add +19.3% | 8,889 | $405K |
| Northern Trust Corp. | 0.00% | Add +1.2% | 8,779 | $400K |
| Vantage Investment Partners, LLC | 0.03% | Add +0.4% | 8,740 | $398K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 8,737 | $398K |
| Sentinel Trust Co. Lba | 0.05% | Reduce -16.5% | 8,693 | $396K |
| Mystic Asset Management, Inc. | 0.15% | Add +1.9% | 8,680 | $395K |
| WealthPLAN Partners, LLC | 0.05% | Add +23.9% | 8,521 | $388K |
| Tsfg, LLC | 0.08% | Add +0.1% | 8,512 | $387K |
| Continuum Advisory, LLC | 0.05% | Add +19.3% | 8,126 | $385K |
| Fernwood Investment Management, LLC | 0.12% | Reduce -45.6% | 8,402 | $382K |
| Signet Financial Management, LLC | 0.05% | Add +8.7% | 8,366 | $381K |
| Sandy Cove Advisors, LLC | 0.16% | Reduce -3.5% | 8,356 | $380K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $379K |
| Norden Group LLC | 0.04% | Reduce -3.4% | 8,317 | $379K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.9% | 8,314 | $378K |
| Vicus Capital | 0.03% | Add +1.2% | 8,233 | $375K |
| Legacy Advisors, LLC | 0.04% | Reduce -0.8% | 8,171 | $372K |
| Van Den Berg Management I, Inc. | 0.11% | Reduce -21.2% | 8,139 | $370K |
| One Capital Management, LLC | 0.01% | Reduce -73.2% | 8,022 | $365K |
| Colonial Trust Co / SC | 0.06% | No change | 8,000 | $364K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.8% | 7,980 | $363K |
| Sterling Wealth Management, Inc. | 0.14% | Reduce -10.3% | 7,975 | $363K |
| Oakwell Private Wealth Management, LLC | 0.10% | Reduce -2.5% | 7,911 | $360K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 7,888 | $359K |
| Fusion Family Wealth, LLC | 0.03% | Add +0.7% | 7,860 | $358K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -3.0% | 7,859 | $358K |
| Convergence Financial, LLC | 0.08% | New | 7,856 | $358K |
| Laraway Financial Advisors Inc | 0.28% | Add +0.0% | 7,821 | $356K |
| Foundations Investment Advisors, LLC | 0.01% | New | 7,797 | $355K |
| Swmg, LLC | 0.15% | Add +3.0% | 7,386 | $354K |
| Sebold Capital Management, Inc. | 0.23% | No change | 7,752 | $353K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.0% | 7,691 | $350K |
| Intrua Financial, LLC | 0.06% | Add +3.6% | 7,673 | $349K |
| Carr Financial Group Corp | 0.10% | Reduce -23.9% | 7,667 | $349K |
| Center For Asset Management LLC | 0.21% | Reduce -3.0% | 7,667 | $349K |
| Vista Investment Management | 0.13% | Add +23.3% | 7,637 | $348K |
| ACT Advisors, LLC. | 0.16% | Add +1.9% | 7,612 | $346K |
| Parkside Financial Bank & Trust | 0.05% | Add +471.8% | 7,554 | $344K |
| Independent Wealth Network Inc. | 0.15% | Reduce -3.4% | 7,549 | $344K |
| Graypoint LLC | 0.02% | Add +19.3% | 7,516 | $342K |
| AIFG Consultants Ltd. | 0.26% | Add +0.1% | 7,447 | $339K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.5% | 7,415 | $337K |
| Retirement Planning Group, LLC | 0.02% | No change | 7,392 | $336K |
| MBE Wealth Management, LLC | 0.18% | Reduce -17.9% | 7,346 | $334K |
| Marion Wealth Management | 0.09% | Add +18.4% | 7,334 | $334K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -13.4% | 7,287 | $332K |
| Creative Financial Designs Inc. | 0.03% | Add +3.2% | 7,239 | $329K |
| Adero Partners, LLC | 0.02% | No change | 7,184 | $327K |
| Harmony Asset Management LLC | 0.12% | Reduce -8.0% | 7,165 | $326K |
| Welch & Forbes LLC | 0.00% | No change | 7,122 | $324K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 6,983 | $318K |
| Oppenheimer & Co. Inc. | 0.00% | Add +6.7% | 6,870 | $313K |
| JDM Financial Group LLC | 0.17% | Reduce -11.5% | 6,793 | $309K |
| Visionary Wealth Advisors | 0.02% | Add +25.0% | 6,705 | $305K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.3% | 6,703 | $305K |
| Mengis Capital Management, Inc. | 0.06% | New | 6,639 | $302K |
| First Trust Direct Indexing L.P. | 0.02% | Add +5.6% | 6,624 | $301K |
| Vestia Personal Wealth Advisors | 0.28% | Reduce -3.2% | 6,606 | $301K |
| Charter Research & Investment Group, Inc. | 0.22% | Add +27.8% | 6,595 | $300K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -14.7% | 6,593 | $300K |
| Acas, LLC | 0.25% | Add +4.0% | 6,550 | $298K |
| Lockerman Financial Group, Inc. | 0.50% | Reduce -4.6% | 6,527 | $297K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -43.9% | 6,499 | $296K |
| Essex Bank | 0.07% | Reduce -0.6% | 6,491 | $295K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +8.7% | 6,479 | $295K |
| Intrepid Financial Planning Group LLC | 0.13% | New | 6,470 | $294K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -10.8% | 6,359 | $289K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.5% | 6,313 | $287K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -3.5% | 6,266 | $285K |
| Acropolis Investment Management, LLC | 0.02% | No change | 6,258 | $285K |
| Main Line Retirement Advisors, LLC | 0.19% | Add +0.4% | 6,210 | $283K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -15.9% | 6,176 | $281K |
| N.E.W. Advisory Services LLC | 0.03% | Add +18.9% | 6,174 | $281K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -12.6% | 6,171 | $281K |
| Optimist Retirement Group LLC | 0.13% | Add +0.1% | 6,138 | $279K |
| Keudell/Morrison Wealth Management | 0.08% | New | 6,134 | $279K |
| Elios Financial Group Inc. | 0.13% | — | 6,109 | $278K |
| Braun-Bostich & Associates Inc. | 0.19% | Reduce -25.1% | 6,049 | $275K |
| VCI Wealth Management LLC | 0.12% | Add +0.8% | 6,047 | $275K |
| Baker Tilly Wealth Management, LLC | 0.12% | Add +1.7% | 6,031 | $274K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 6,018 | $274K |
| Spectrum Planning & Advisory Services Inc. | 0.26% | Add +11.1% | 5,988 | $272K |
| Burt Wealth Advisors | 0.07% | No change | 5,956 | $271K |
| Ritholtz Wealth Management | 0.01% | Add +1.4% | 5,955 | $271K |
| Trexquant Investment LP | 0.00% | Reduce -64.1% | 5,901 | $269K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 5,884 | $268K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.1% | 5,880 | $268K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.4% | 5,873 | $267K |
| Summit Global Investments | 0.02% | Reduce -30.0% | 5,866 | $267K |
| MB Generational Wealth, LLC | 0.19% | No change | 5,864 | $267K |
| Keybank National Association | 0.00% | No change | 5,830 | $265K |
| Sapient Capital LLC | 0.01% | No change | 5,828 | $265K |
| National Wealth Management Group, LLC | 0.18% | Reduce -0.1% | 5,777 | $263K |
| American Financial Advisors, LLC | 0.04% | New | 5,738 | $261K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.1% | 5,809 | $261K |
| Five Oceans Advisors | 0.12% | Reduce -17.8% | 5,734 | $261K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.4% | 5,696 | $259K |
| Mainstream Capital Management LLC | 0.22% | — | 5,570 | $253K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.3% | 5,549 | $253K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 5,575 | $252K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Add +0.0% | 5,501 | $250K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -7.5% | 5,469 | $249K |
| Tyche Wealth Partners LLC | 0.06% | Add +0.1% | 5,465 | $249K |
| Aspen Wealth Management LLC | 0.08% | Reduce -6.3% | 5,455 | $248K |
| Stelac Advisory Services LLC | 0.10% | New | 5,441 | $248K |
| Capstone Wealth Management Group, LLC | 0.15% | New | 5,438 | $247K |
| Ellis Investment Partners, LLC | 0.05% | Add +9.4% | 5,423 | $247K |
| Stegent Equity Advisors, Inc. | 0.27% | No change | 5,419 | $247K |
| Angeles Wealth Management, LLC | 0.02% | No change | 5,359 | $244K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -3.9% | 5,355 | $244K |
| United Advisor Group, LLC | 0.05% | Reduce -2.9% | 5,337 | $243K |
| Red Mountain Financial, LLC | 0.26% | Add +0.3% | 5,314 | $242K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -9.7% | 5,369 | $239K |
| Keystone Financial Group | 0.03% | New | 5,239 | $238K |
| Diversified, LLC | 0.03% | Add +0.0% | 5,219 | $238K |
| Diversified Enterprises, LLC | 0.03% | — | 5,219 | $238K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -14.9% | 5,178 | $236K |
| Lanark Financial, Inc. | 0.02% | Add +2.9% | 5,164 | $235K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.7% | 5,147 | $234K |
| Altfest L J & Co. Inc. | 0.03% | New | 5,135 | $234K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -18.5% | 5,111 | $233K |
| Arlington Trust Co LLC | 0.05% | New | 5,077 | $231K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 4,922 | $224K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Reduce -7.0% | 4,876 | $222K |
| Evergreen Capital Management LLC | 0.01% | New | 4,840 | $220K |
| High Probability Advisors, LLC | 0.04% | New | 4,834 | $220K |
| Advisor Resource Council | 0.10% | New | 4,830 | $220K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.0% | 4,789 | $218K |
| High Falls Advisors, Inc | 0.05% | Reduce -17.3% | 4,779 | $217K |
| Maia Wealth LLC | 0.05% | Reduce -4.0% | 4,851 | $217K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 4,766 | $217K |
| Arthur M. Cohen & Associates, LLC | 0.04% | New | 4,792 | $215K |
| Wallace Advisory Group, LLC | 0.16% | No change | 5,160 | $214K |
| Strategic Equity Management | 0.10% | New | 4,698 | $214K |
| Olympiad Research LP | 0.14% | New | 4,688 | $213K |
| Prelude Capital Management, LLC | 0.02% | New | 4,688 | $213K |
| Power Wealth Management LLC | 0.09% | Reduce -4.4% | 4,671 | $213K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.3% | 4,630 | $211K |
| Argent Trust Co | 0.01% | Reduce -8.4% | 4,627 | $211K |
| Willner & Heller, LLC | 0.19% | New | 4,626 | $211K |
| Oliver Luxxe Assets LLC | 0.04% | New | 4,618 | $210K |
| Capital CS Group, LLC | 0.25% | New | 4,609 | $210K |
| Lion Street Advisors, LLC | 0.07% | Reduce -10.6% | 4,606 | $210K |
| Keel Point, LLC | 0.02% | New | 4,589 | $209K |
| Econ Financial Services Corp | 0.12% | Reduce -89.1% | 4,578 | $208K |
| Cypress Financial Planning LLC | 0.08% | New | 4,567 | $208K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 4,558 | $207K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 4,534 | $206K |
| Counterweight Ventures, LLC | 0.14% | New | 4,489 | $204K |
| Napa Wealth Management | 0.10% | New | 4,470 | $203K |
| Forza Wealth Management, LLC | 0.09% | New | 4,449 | $202K |
| Detalus Advisors, LLC | 0.07% | Reduce -21.6% | 4,437 | $202K |
| TD Private Client Wealth LLC | 0.01% | Reduce -3.3% | 4,353 | $198K |
| Wilson & Boucher Capital Management, LLC | 0.13% | New | 4,300 | $196K |
| HM Payson & Co. | 0.00% | Add +7.1% | 4,271 | $194K |
| Independence Bank of Kentucky | 0.04% | No change | 4,233 | $193K |
| Balefire, LLC | 0.06% | Reduce -0.0% | 4,065 | $185K |
| Arcadia Investment Management Corp. | 0.03% | No change | 3,899 | $177K |
| Ballast Advisors LLC | 0.05% | Reduce -4.0% | 3,866 | $176K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.0% | 3,847 | $175K |
| Castleview Partners, LLC | 0.10% | Reduce -37.3% | 3,840 | $175K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.7% | 3,775 | $172K |
| US Bancorp \de | 0.00% | Reduce -16.2% | 3,646 | $166K |
| Tucker Asset Management LLC | 0.04% | Add +1011.9% | 3,558 | $162K |
| Sachetta, LLC | 0.06% | Reduce -17.3% | 3,550 | $162K |
| Blue Trust, Inc. | 0.00% | Add +160.8% | 3,795 | $158K |
| Aspire Wealth Management Corp | 0.08% | No change | 3,393 | $154K |
| Jones Financial Companies LLLP | 0.00% | Add +185.5% | 3,163 | $143K |
| NFSG Corp | 0.05% | Add +7.1% | 3,111 | $142K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +3.0% | 3,046 | $139K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,958 | $135K |
| Reston Wealth Management LLC | 0.05% | New | 2,925 | $133K |
| SIMA Wealth Partners, LLC | 0.11% | No change | 2,767 | $126K |
| Carmichael Hill & Associates, Inc. | 0.05% | No change | 2,761 | $126K |
| Phillips Financial Management, LLC | 0.01% | Add +5.2% | 2,701 | $123K |
| Whittier Trust Co. | 0.00% | Reduce -10.8% | 2,699 | $123K |
| Cedar Wealth Management, LLC | 0.04% | Reduce -2.8% | 2,638 | $120K |
| S.A. Mason LLC | 0.06% | Add +2.0% | 2,500 | $114K |
| West Branch Capital LLC | 0.04% | No change | 2,341 | $107K |
| Quadrant Capital Group LLC | 0.01% | No change | 2,268 | $103K |
| Northwest Capital Management Inc | 0.04% | Add +7.1% | 2,265 | $103K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | No change | 2,264 | $103K |
| PrairieView Partners, LLC | 0.01% | Reduce -4.7% | 2,257 | $102K |
| Dogwood Wealth Management LLC | 0.06% | Add +12.5% | 2,230 | $101K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.1% | 2,195 | $100K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,186 | $99K |
| Caitlin John, LLC | 0.06% | Add +12.9% | 1,911 | $92K |
| WASHINGTON TRUST Co | 0.00% | Reduce -44.5% | 1,939 | $88K |
| Spire Wealth Management | 0.00% | Reduce -6.9% | 1,926 | $88K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,836 | $84K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $78K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 1,614 | $73K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,566 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $70K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,524 | $69K |
| Clear Point Advisors Inc. | 0.05% | No change | 1,518 | $69K |
| GAMMA Investing LLC | 0.01% | No change | 1,498 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $67K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,466 | $67K |
| Transcendent Capital Group LLC | 0.03% | Add +48.6% | 1,458 | $66K |
| Northwest Financial Advisors | 0.05% | New | 1,432 | $65K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $63K |
| American National Bank & Trust | 0.01% | Reduce -33.0% | 1,334 | $61K |
| Ancora Advisors LLC | 0.00% | Reduce -7.4% | 1,271 | $58K |
| M&R Capital Management Inc. | 0.01% | Add +8.6% | 1,252 | $57K |
| Sandy Spring Bank | 0.00% | Add +0.2% | 1,220 | $56K |
| Signaturefd, LLC | 0.00% | Reduce -31.6% | 1,208 | $55K |
| Realta Investment Advisors | 0.02% | Reduce -94.8% | 1,176 | $53K |
| Webster Bank, N. A. | 0.01% | Add +76.9% | 1,150 | $52K |
| TCTC Holdings, LLC | 0.00% | No change | 1,089 | $50K |
| Macroview Investment Management LLC | 0.05% | Add +1.9% | 1,087 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $49K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -6.8% | 1,063 | $48K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.8% | 1,004 | $46K |
| Red Tortoise LLC | 0.02% | Add +8.7% | 923 | $42K |
| WealthShield Partners, LLC | 0.01% | Add +0.2% | 913 | $42K |
| FNY Investment Advisers, LLC | 0.02% | New | 879 | $40K |
| Partnership Wealth Management, LLC | 0.03% | Reduce -30.0% | 815 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | Add +48.6% | 783 | $36K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -5.3% | 721 | $33K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $31K |
| Rothschild Investment LLC | 0.00% | Reduce -0.6% | 673 | $31K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $30K |
| Community Bank, N.A. | 0.00% | No change | 638 | $29K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.5% | 573 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $26K |
| Wolff Wiese Magana LLC | 0.02% | No change | 508 | $23K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 500 | $23K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 493 | $22K |
| Mather Group, Llc. | 0.00% | Reduce -65.2% | 483 | $22K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.4% | 473 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $19K |
| Global Wealth Strategies & Associates | 0.01% | No change | 406 | $18K |
| Centennial Bank | 0.01% | No change | 377 | $17K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $16K |
| Balentine LLC | 0.00% | New | 353 | $16K |
| Westside Investment Management, Inc. | 0.00% | Reduce -48.9% | 346 | $16K |
| Arax Advisory Partners | 0.00% | New | 341 | $16K |
| Atticus Wealth Management, LLC | 0.00% | Add +5.3% | 337 | $15K |
| Bokf, NA | 0.00% | No change | 342 | $15K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 317 | $14K |
| Headlands Technologies LLC | 0.00% | New | 305 | $14K |
| Horizon Financial Services, LLC | 0.01% | Add +326.1% | 294 | $13K |
| Simplex Trading, LLC | 0.00% | Add +75.3% | 291 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.0% | 276 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | — | 254 | $12K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 246 | $11K |
| REAP Financial Group, LLC | 0.00% | Reduce -9.3% | 233 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $11K |
| Citigroup Inc. | 0.00% | Reduce -20.9% | 223 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $10K |
| Glenmede Trust Co. NA | 0.00% | New | 211 | $10K |
| Safe Harbor Fiduciary, LLC | 0.01% | — | 194 | $9K |
| Talon Private Wealth, LLC | 0.00% | — | 193 | $9K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +5.5% | 173 | $8K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 165 | $8K |
| Horizons Wealth Management | 0.01% | No change | 164 | $7K |
| Tower View Wealth Management LLC | 0.00% | New | 162 | $7K |
| Bristlecone Advisors, LLC | 0.00% | New | 157 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 152 | $7K |
| Cornerstone Planning Group LLC | 0.00% | No change | 152 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 134 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 133 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -48.5% | 134 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 127 | $6K |
| Hobbs Group Advisors, LLC | 0.00% | New | 125 | $6K |
| Anfield Capital Management, LLC | 0.00% | Add +69.4% | 122 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 121 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 112 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 111 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| SYSTM Wealth Solutions LLC | 0.13% | — | 93 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 80 | $4K |
| WFA Asset Management Corp | 0.00% | Add +1.3% | 77 | $3K |
| New Millennium Group LLC | 0.00% | Reduce -7.7% | 72 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 72 | $3K |
| WealthCollab, LLC | 0.00% | New | 58 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 55 | $3K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 45 | $2K |
| Covestor Ltd | 0.00% | Add +14.6% | 47 | $2K |
| Evolution Advisers, Inc. | 0.00% | New | 54 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 34 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Copley Financial Group, Inc. | 0.00% | — | 24 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $1K |
| Family Asset Management, LLC | 0.00% | No change | 20 | $910 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -46.0% | 20 | $910 |
| Johnson Financial Group, Inc. | 0.00% | New | 19 | $865 |
| Breakwater Investment Management | 0.00% | New | 15 | $683 |
| Abound Wealth Management | 0.00% | New | 10 | $458 |
| National Bank of Canada | 0.00% | New | 6 | $273 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $192 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $91 |
| Your Advocates Ltd., LLP | 0.00% | No change | 1 | $46 |
"% 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.