SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q4 2024 (December 31)929holders +77
69new positions
52sold out
5famous investors
$44.97avg. 13F price*
At the end of Q4 2024, 929 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 77 from Q3 2024. 69 opened new positions and 52 sold out. The largest holders were Financial Engines Advisors L.L.C. ($993.6M), LPL Financial LLC ($944.5M) and Betterment LLC ($726.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $149.4M |
| Exits | 52 | $43.9M |
All 13F filers, Q3 2024 → Q4 2024: 17,640,181 shares bought and 7,929,977 shares sold, net +9,710,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 929 holders
| Financial Engines Advisors L.L.C. | 2.09% | Reduce -0.4% | 22,118,929 | $993.6M |
| LPL Financial LLC | 0.38% | Add +7.9% | 21,025,887 | $944.5M |
| Betterment LLC | 1.73% | Add +4.5% | 16,163,720 | $726.1M |
| Bank of America Corp. | 0.03% | Add +5.9% | 6,514,583 | $292.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -0.9% | 5,538,399 | $248.8M |
| Valmark Advisers, Inc. | 3.75% | Add +3.1% | 5,382,244 | $241.8M |
| Ameriprise Financial Inc. | 0.06% | Add +1.3% | 5,264,118 | $236.5M |
| Morgan Stanley | 0.01% | Add +31.8% | 4,659,917 | $209.3M |
| Cwm, LLC | 0.80% | Add +9.1% | 4,308,473 | $193.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +4.9% | 3,754,934 | $168.7M |
| Richard Bernstein Advisors LLC | 3.26% | Reduce -2.2% | 3,206,284 | $144.0M |
| Creative Planning | 0.14% | Add +1.1% | 3,134,767 | $140.8M |
| Fund Evaluation Group, LLC | 5.40% | Add +5688.7% | 2,571,285 | $115.5M |
| UBS Group AG | 0.02% | Add +4.1% | 2,359,608 | $106.0M |
| Crestwood Advisors Group, LLC | 1.85% | Add +0.7% | 2,199,309 | $98.8M |
| Townsquare Capital LLC | 1.09% | Add +39.9% | 2,152,721 | $96.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.77% | Add +6.5% | 2,031,470 | $91.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.3% | 1,819,356 | $81.7M |
| Royal Bank of Canada | 0.02% | Add +3.3% | 1,776,640 | $79.8M |
| CW Advisors, LLC | 1.09% | Reduce -1.8% | 1,761,386 | $79.1M |
| JPMorgan Chase & Co. | 0.01% | Add +20.9% | 1,565,420 | $70.3M |
| Pinnacle Wealth Planning Services, Inc. | 10.20% | Add +0.2% | 1,511,771 | $67.9M |
| Atlas Private Wealth Advisors | 9.52% | Add +3.1% | 1,494,908 | $67.2M |
| Private Advisor Group, LLC | 0.37% | Reduce -11.2% | 1,449,522 | $65.1M |
| Texas Permanent School Fund Corp. | 3.78% | Add +193.6% | 1,435,489 | $64.5M |
| Independent Advisor Alliance | 0.84% | New | 1,418,031 | $63.7M |
| Osaic Holdings, Inc. | 0.14% | Add +1.2% | 1,382,684 | $62.1M |
| Great Valley Advisor Group, Inc. | 1.37% | Add +6.4% | 1,364,837 | $61.3M |
| Wealthcare Advisory Partners LLC | 1.66% | Add +7.5% | 1,327,012 | $59.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.7% | 1,256,362 | $56.4M |
| Cetera Investment Advisers | 0.12% | Add +7.1% | 1,243,684 | $55.9M |
| State Street Corp. | 0.00% | Reduce -12.7% | 1,240,126 | $55.7M |
| Stifel Financial Corp. | 0.05% | Add +29.5% | 1,080,048 | $48.5M |
| Midland Wealth Advisors, LLC | 2.87% | Add +0.4% | 1,060,850 | $47.7M |
| Stadion Money Management, LLC | 3.68% | Reduce -27.1% | 1,047,418 | $47.1M |
| Raymond James Financial Inc. | 0.02% | — | 1,038,392 | $46.6M |
| HighTower Advisors, LLC | 0.06% | Add +3.2% | 976,233 | $43.9M |
| Merit Financial Group, LLC | 0.79% | Reduce -8.9% | 975,247 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +13.3% | 967,579 | $43.5M |
| Capital Analysts, LLC | 1.73% | Add +0.6% | 957,102 | $43.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 941,334 | $42.3M |
| Truist Financial Corp. | 0.07% | Add +0.6% | 941,309 | $42.3M |
| 49 Wealth Management, LLC | 5.70% | Add +26.2% | 890,902 | $40.0M |
| Mason Street Advisors, LLC | 4.96% | Add +15.2% | 853,500 | $38.3M |
| Spinnaker Trust | 2.36% | Add +7.1% | 834,656 | $37.5M |
| Assetmark, Inc. | 0.10% | Add +14.4% | 823,440 | $37.0M |
| Waller Financial Planning Group, Inc. | 9.20% | Reduce -0.2% | 812,357 | $36.5M |
| Dakota Wealth Management | 0.84% | Add +14.1% | 809,277 | $36.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +46.0% | 767,498 | $34.5M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +6.8% | 757,692 | $34.0M |
| Equitable Holdings, Inc. | 0.32% | Add +24.1% | 751,711 | $33.8M |
| Peterson Wealth Advisors, LLC | 5.58% | Add +0.4% | 682,080 | $31.0M |
| DAVENPORT & Co LLC | 0.18% | Add +5.0% | 687,350 | $30.9M |
| Obermeyer Wealth Partners | 1.60% | Reduce -3.0% | 683,380 | $30.7M |
| Gerber Kawasaki Wealth & Investment Management | 1.32% | Add +6.1% | 674,962 | $30.3M |
| MBB Public Markets I LLC | 3.56% | Reduce -46.0% | 669,598 | $30.1M |
| Patriot Investment Management Group, Inc. | 2.17% | Add +3.0% | 647,113 | $29.1M |
| Cary Street Partners Financial LLC | 0.93% | — | 638,863 | $28.7M |
| Savant Capital, LLC | 0.22% | Reduce -20.8% | 624,013 | $28.0M |
| Hughes Financial Services, LLC | 5.64% | — | 611,304 | $27.5M |
| Crews Bank & Trust | 4.57% | — | 603,516 | $27.1M |
| Focus Financial Network, Inc. | 1.07% | Add +0.4% | 598,918 | $26.9M |
| Corient Private Wealth LP | 0.04% | Add +3.1% | 580,034 | $26.1M |
| Good Life Advisors, LLC | 1.81% | Reduce -5.1% | 554,466 | $24.9M |
| Mariner, LLC | 0.04% | Add +15.4% | 549,518 | $24.7M |
| Abound Financial, LLC | 12.13% | — | 532,819 | $23.9M |
| JNBA Financial Advisors | 2.42% | Add +4.4% | 527,866 | $23.7M |
| Kestra Investment Management, LLC | 0.93% | Add +9.2% | 525,508 | $23.6M |
| Elevatus Welath Management | 7.84% | Reduce -28.9% | 509,825 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +27.1% | 507,069 | $22.8M |
| Sanctuary Advisors, LLC | 0.14% | Add +6.9% | 473,999 | $22.1M |
| Integrated Wealth Concepts LLC | 0.25% | Add +0.4% | 480,983 | $21.6M |
| First Command Advisory Services, Inc. | 0.20% | Add +11.4% | 478,214 | $21.5M |
| Avior Wealth Management, LLC | 0.78% | Add +1.7% | 475,294 | $21.4M |
| GM Advisory Group, LLC | 1.15% | Add +5.5% | 463,143 | $20.8M |
| Garrett Wealth Advisory Group, LLC | 4.56% | Add +9.5% | 446,326 | $20.0M |
| McNamara Financial Services, Inc. | 4.70% | Reduce -4.3% | 444,792 | $20.0M |
| Retirement Financial Solutions, LLC | 10.55% | Add +1.2% | 435,382 | $19.6M |
| St Germain D J Co. Inc. | 0.88% | Add +4.8% | 431,942 | $19.4M |
| IHT Wealth Management, LLC | 0.58% | Add +2.4% | 403,001 | $18.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.67% | Add +0.2% | 377,425 | $17.0M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -31.1% | 350,315 | $16.9M |
| Berkshire Asset Management LLC | 0.77% | Add +5.8% | 349,615 | $16.2M |
| OneDigital Investment Advisors LLC | 0.19% | Reduce -25.3% | 356,240 | $16.0M |
| Financial Security Advisor, Inc. | 4.06% | Reduce -19.6% | 355,782 | $16.0M |
| Boston Standard Wealth Management, LLC | 3.09% | Add +0.8% | 354,342 | $15.9M |
| Allen Capital Group, LLC | 1.94% | Reduce -0.4% | 352,183 | $15.8M |
| Cercano Management LLC | 0.40% | Reduce -75.9% | 349,954 | $15.7M |
| Carnegie Investment Counsel | 0.45% | Add +3.3% | 344,851 | $15.5M |
| Flagship Harbor Advisors, LLC | 0.79% | Add +15.9% | 335,838 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.67% | New | 331,836 | $14.9M |
| One Day In July LLC | 1.56% | Add +17.8% | 331,160 | $14.9M |
| Geneos Wealth Management Inc. | 0.52% | Add +8.2% | 327,372 | $14.7M |
| Financial Gravity Companies, Inc. | 3.17% | Add +4.3% | 309,318 | $13.9M |
| Legacy Edge Advisors, LLC | 2.19% | Reduce -0.3% | 306,776 | $13.8M |
| Trilogy Capital Inc. | 0.70% | Add +2.6% | 304,253 | $13.7M |
| Global Retirement Partners, LLC | 0.39% | Add +7.4% | 303,343 | $13.6M |
| Oarsman Capital, Inc. | 2.36% | Add +12.5% | 300,881 | $13.5M |
| Banco Santander, S.A. | 0.16% | Add +35.6% | 299,265 | $13.4M |
| WBH Advisory Inc. | 1.21% | Add +1.0% | 290,140 | $13.0M |
| Western Wealth Management, LLC | 0.70% | Add +0.1% | 289,256 | $13.0M |
| OneAscent Financial Services LLC | 1.10% | New | 286,910 | $12.9M |
| Park Avenue Securities LLC | 0.13% | Add +1.8% | 281,147 | $12.6M |
| Austin Private Wealth, LLC | 1.17% | Reduce -6.5% | 277,476 | $12.5M |
| Allworth Financial LP | 0.07% | Add +10.4% | 262,211 | $12.2M |
| United Asset Strategies, Inc. | 1.11% | Add +7.6% | 269,044 | $12.1M |
| Impact Partnership Wealth, LLC | 2.37% | Add +6.6% | 261,609 | $11.8M |
| Modern Wealth Management, LLC | 0.44% | Add +2.1% | 261,591 | $11.8M |
| MML Investors Services, LLC | 0.04% | Add +6.3% | 261,222 | $11.7M |
| Windsor Capital Management, LLC | 3.43% | Reduce -0.5% | 257,652 | $11.6M |
| Valeo Financial Advisors, LLC | 0.32% | Reduce -4.9% | 257,051 | $11.5M |
| Taylor & Morgan Wealth Management, LLC | 8.09% | Reduce -8.0% | 256,349 | $11.5M |
| KWB Wealth | 1.42% | Reduce -7.5% | 251,799 | $11.5M |
| Pure Financial Advisors, LLC | 0.25% | Reduce -3.0% | 249,357 | $11.2M |
| RVW Wealth, LLC | 1.04% | Reduce -3.1% | 248,705 | $11.2M |
| Cornerstone Advisors Asset Management, LLC | 2.41% | Add +12.6% | 248,627 | $11.2M |
| Evermay Wealth Management LLC | 1.68% | Add +22.5% | 247,312 | $11.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -6.0% | 246,904 | $11.1M |
| AlphaStar Capital Management, LLC | 1.14% | Add +11.2% | 242,161 | $10.9M |
| Aspire Capital Advisors LLC | 3.11% | Add +3.8% | 241,712 | $10.9M |
| Signal Advisors Wealth, LLC | 1.22% | Add +68.8% | 240,707 | $10.8M |
| North Star Asset Management Inc. | 0.48% | Reduce -16.0% | 239,461 | $10.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +22.5% | 236,423 | $10.6M |
| UNIVEST FINANCIAL Corp | 0.63% | Add +28.9% | 221,913 | $10.0M |
| Advisor OS, LLC | 1.13% | Add +12.9% | 217,319 | $9.8M |
| NewEdge Advisors, LLC | 0.06% | Reduce -0.2% | 214,199 | $9.6M |
| Foguth Wealth Management, LLC. | 2.48% | Add +41.9% | 203,819 | $9.5M |
| D.A. Davidson & Co. | 0.07% | Reduce -10.2% | 204,322 | $9.2M |
| TPG Financial Advisors, LLC | 3.96% | Add +116.6% | 202,597 | $9.1M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -43.0% | 198,781 | $8.9M |
| Pachira Investments Inc. | 5.38% | Reduce -0.6% | 195,989 | $8.8M |
| Cahaba Wealth Management, Inc. | 0.72% | Reduce -1.3% | 194,484 | $8.7M |
| Sterling Investment Advisors, Ltd. | 2.08% | Add +0.9% | 74,640 | $8.6M |
| Montz Harcus Wealth Management LLC | 4.69% | Add +3.8% | 186,926 | $8.4M |
| Morningstar Investment Services LLC | 0.76% | Reduce -84.5% | 185,363 | $8.3M |
| Mgo One Seven LLC | 0.32% | Add +14.5% | 182,390 | $8.2M |
| Private Wealth Group, LLC | 4.00% | Add +2.6% | 182,170 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.7% | 179,634 | $8.1M |
| Wrapmanager Inc. | 2.03% | Add +13.3% | 176,623 | $7.9M |
| Financial Insights, Inc. | 3.06% | Reduce -9.2% | 176,049 | $7.9M |
| Octavia Wealth Advisors, LLC | 0.94% | Add +5.7% | 171,643 | $7.7M |
| PSI Advisors, LLC | 2.25% | Add +2.0% | 168,848 | $7.6M |
| Louisiana State Employees Retirement System | 0.14% | Reduce -32.2% | 168,400 | $7.6M |
| Berkeley Capital Partners, LLC | 2.06% | Add +4.0% | 164,882 | $7.4M |
| Walkner Condon Financial Advisors LLC | 1.50% | Add +2.5% | 164,124 | $7.4M |
| Investment Planning Advisors, Inc. | 3.20% | Add +20.1% | 163,250 | $7.3M |
| Flow Traders U.S. LLC | 0.29% | New | 162,881 | $7.3M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +2.8% | 162,726 | $7.3M |
| Annex Advisory Services, LLC | 0.22% | Reduce -4.0% | 161,936 | $7.3M |
| Larson Financial Group LLC | 0.37% | Reduce -5.5% | 159,308 | $7.2M |
| Tortoise Investment Management, LLC | 0.73% | Add +10.9% | 154,971 | $7.0M |
| Perennial Investment Advisors, LLC | 0.81% | Reduce -2.0% | 153,698 | $6.9M |
| Exchange Capital Management, Inc. | 1.09% | Add +19.6% | 153,323 | $6.9M |
| Headland Capital, LLC | 2.35% | — | 152,816 | $6.9M |
| RKL Wealth Management LLC | 0.61% | Add +570.6% | 151,830 | $6.8M |
| 1900 Wealth Management LLC | 0.56% | Reduce -12.0% | 148,995 | $6.7M |
| Asset Management Group, Inc. | 1.19% | Add +0.6% | 148,520 | $6.7M |
| Diversify Wealth Management, LLC | 0.52% | Reduce -14.9% | 151,012 | $6.7M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2.83% | Add +57.4% | 142,585 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -1.8% | 141,576 | $6.4M |
| Leslie Global Wealth, LLC | 2.95% | Reduce -11.6% | 141,439 | $6.4M |
| Beck Capital Management, LLC | 1.68% | Add +119.2% | 141,323 | $6.3M |
| Strategic Financial Concepts, LLC | 1.19% | Add +59.1% | 138,393 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Add +165.6% | 137,922 | $6.2M |
| MJP Associates Inc. | 1.10% | Add +3.3% | 136,459 | $6.1M |
| Fifth Third Bancorp | 0.02% | Reduce -0.1% | 136,197 | $6.1M |
| RFG Advisory, LLC | 0.17% | Reduce -3.2% | 133,588 | $6.0M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +6.2% | 132,656 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +7.3% | 131,859 | $5.9M |
| Millington Financial Advisors, LLC | 3.37% | Add +10.4% | 127,488 | $5.8M |
| Morningstar Investment Management LLC | 0.45% | New | 127,586 | $5.7M |
| Bensler, LLC | 0.68% | Add +16.1% | 127,254 | $5.7M |
| IMA Advisory Services, Inc. | 0.68% | New | 125,850 | $5.6M |
| Debussy Capital Management LP | 0.84% | Add +0.3% | 118,355 | $5.5M |
| Financial Counselors Inc. | 0.08% | Add +15.2% | 122,154 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 121,698 | $5.5M |
| Strategic Wealth Partners, Ltd. | 0.45% | Reduce -8.1% | 118,509 | $5.4M |
| Financial Management Professionals, Inc. | 0.68% | New | 120,015 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +6.5% | 119,914 | $5.4M |
| Ironwood Wealth Management, LLC. | 1.65% | Reduce -7.9% | 118,692 | $5.3M |
| Warren Street Wealth Advisors, LLC | 2.17% | Add +2.9% | 117,482 | $5.3M |
| Hibernia Wealth Partners, LLC | 3.97% | Reduce -55.3% | 115,592 | $5.2M |
| Waverly Advisors, LLC | 0.08% | Add +6.9% | 114,114 | $5.1M |
| 1248 Management, LLC | 2.18% | — | 112,677 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | No change | 112,672 | $5.1M |
| Sharkey, Howes & Javer | 0.69% | Add +9.4% | 109,145 | $4.9M |
| Orange Investment Advisors, Inc. | 0.55% | Add +10.2% | 107,810 | $4.8M |
| Cerity Partners LLC | 0.01% | Add +13.3% | 106,433 | $4.8M |
| IAG Wealth Partners, LLC | 0.84% | Reduce -0.4% | 106,412 | $4.8M |
| California First Leasing Corp. | 1.92% | New | 103,485 | $4.6M |
| Resonant Capital Advisors, LLC | 0.34% | Add +5.5% | 102,755 | $4.6M |
| Strategic Financial Planning, Inc. | 3.12% | Reduce -0.2% | 102,078 | $4.6M |
| Hofer & Associates. Inc | 3.03% | Reduce -0.7% | 100,583 | $4.5M |
| Parkside Financial Bank & Trust | 0.59% | Add +1223.7% | 99,990 | $4.5M |
| Aspire Private Capital, LLC | 1.11% | Reduce -8.4% | 99,961 | $4.5M |
| Paulson Wealth Management Inc. | 1.22% | Reduce -5.4% | 99,422 | $4.5M |
| GeoWealth Management, LLC | 0.15% | Reduce -1.7% | 99,060 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.7% | 99,048 | $4.4M |
| Shum Financial Group, Inc. | 3.83% | Add +0.9% | 98,809 | $4.4M |
| Arkansas Financial Group, Inc. | 0.70% | Add +24.2% | 96,037 | $4.3M |
| Pecaut & Co. | 1.47% | Add +14.1% | 94,803 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +14.4% | 93,911 | $4.2M |
| Destiny Capital Corp | 2.53% | Reduce -1.6% | 92,862 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +8.8% | 91,452 | $4.1M |
| Portside Wealth Group, LLC | 0.67% | Add +44.2% | 89,992 | $4.0M |
| Gibbs Wealth Management | 1.10% | Add +79.3% | 89,879 | $4.0M |
| 626 Financial, LLC | 2.14% | Add +4.6% | 88,540 | $4.0M |
| Citadel Advisors | 0.00% | Add +209.2% | 88,090 | $4.0M |
| Colton Groome Financial Advisors, LLC | 1.51% | Add +2.4% | 87,778 | $3.9M |
| Rainier Family Wealth Inc. | 4.73% | — | 87,013 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +182.3% | 86,130 | $3.9M |
| Legend Financial Advisors, Inc. | 2.70% | Reduce -2.1% | 85,131 | $3.8M |
| Voisard Asset Management Group, Inc. | 1.27% | Reduce -52.0% | 84,471 | $3.8M |
| WealthTrak Capital Management LLC | 3.19% | — | 84,092 | $3.8M |
| Landmark Wealth Management, Inc. | 1.84% | Add +4.8% | 84,070 | $3.8M |
| Flynn Zito Capital Management, LLC | 1.74% | Reduce -2.3% | 83,373 | $3.7M |
| Garden State Investment Advisory Services LLC | 1.14% | Add +0.0% | 82,537 | $3.7M |
| Marmo Financial Group, LLC | 2.00% | Reduce -2.5% | 82,399 | $3.7M |
| SPC Financial, Inc. | 0.32% | Add +0.6% | 82,397 | $3.7M |
| Financial Advocates Investment Management | 0.21% | Add +3.2% | 82,158 | $3.7M |
| CSM Advisors, LLC | 0.17% | Add +98.6% | 80,752 | $3.6M |
| Sage Financial Management Group, Inc. | 1.32% | Add +4.5% | 79,249 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +14.2% | 79,025 | $3.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +1.6% | 78,739 | $3.5M |
| Wealth Management Resources, Inc. | 1.29% | Add +169.6% | 77,698 | $3.5M |
| Founders Financial Alliance, LLC | 0.96% | Add +11.2% | 77,575 | $3.5M |
| Modera Wealth Management, LLC | 0.04% | Add +168.9% | 77,029 | $3.5M |
| WNY Asset Management, LLC | 0.43% | Add +0.2% | 76,705 | $3.4M |
| Focus Partners Wealth | 0.01% | Add +4.0% | 76,336 | $3.4M |
| Harbour Investments, Inc. | 0.09% | Reduce -7.7% | 73,229 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -64.0% | 72,920 | $3.3M |
| M Holdings Securities, Inc. | 0.53% | Add +0.1% | 72,824 | $3.3M |
| RMR Capital Management, LLC | 2.44% | Add +1.4% | 72,809 | $3.3M |
| Liquid Strategies, LLC | 0.67% | Reduce -64.1% | 72,087 | $3.2M |
| Kensington Asset Management, LLC | 0.19% | Reduce -59.7% | 72,087 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -2.0% | 72,016 | $3.2M |
| Liberty Square Wealth Partners LLC | 1.16% | — | 69,770 | $3.2M |
| New York Life Investment Management LLC | 0.03% | Add +17.1% | 70,806 | $3.2M |
| AE Wealth Management LLC | 0.03% | Add +68.3% | 70,770 | $3.2M |
| Legacy Solutions, LLC | 3.46% | — | 70,718 | $3.2M |
| Breakwater Capital Group | 0.63% | Reduce -5.7% | 70,500 | $3.2M |
| SilverOak Wealth Management LLC | 0.68% | Add +0.3% | 70,442 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +5.7% | 70,333 | $3.2M |
| Napatree Capital LLC | 1.85% | Add +4.3% | 70,222 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.88% | Add +9.8% | 69,744 | $3.1M |
| Goodman Financial Corp | 0.66% | Reduce -8.7% | 68,400 | $3.1M |
| Diversify Advisory Services, LLC | 0.17% | Reduce -24.9% | 69,275 | $3.1M |
| Northeast Financial Consultants Inc | 0.13% | Add +6.7% | 67,997 | $3.1M |
| Wealthquest Corp | 0.25% | Reduce -5.1% | 67,139 | $3.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 67,100 | $3.0M |
| CVFG LLC | 2.73% | — | 66,512 | $3.0M |
| Farther Finance Advisors, LLC | 0.11% | Add +5.6% | 66,296 | $3.0M |
| Lake Street Advisors Group, LLC | 0.14% | Reduce -41.1% | 66,137 | $3.0M |
| Chicago Partners Investment Group LLC | 0.10% | Add +3.8% | 65,353 | $2.9M |
| MFA Wealth Services | 2.35% | — | 65,326 | $2.9M |
| Disciplined Investors, L.L.C. | 2.81% | — | 65,905 | $2.9M |
| DDFG, Inc | 0.84% | Add +5.7% | 64,971 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +18.1% | 64,743 | $2.9M |
| BCGM Wealth Management, LLC | 0.92% | Reduce -0.1% | 64,599 | $2.9M |
| CFM Wealth Partners LLC | 0.48% | Add +1.0% | 63,902 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.28% | Add +1.7% | 63,261 | $2.8M |
| Broadway Wealth Solutions, Inc. | 2.15% | — | 63,122 | $2.8M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -10.8% | 63,024 | $2.8M |
| Sowell Financial Services LLC | 0.15% | Add +14.2% | 62,416 | $2.8M |
| Meridian Financial Advisors, LLC | 1.92% | Add +0.9% | 61,910 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -10.5% | 61,068 | $2.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -21.5% | 60,404 | $2.7M |
| SkyOak Wealth, LLC | 0.58% | Reduce -1.9% | 59,900 | $2.7M |
| DHK Financial Advisors, Inc. | 1.63% | Add +0.6% | 59,887 | $2.7M |
| Plan A Wealth LLC | 2.46% | — | 59,829 | $2.7M |
| Deutsche Bank AG | 0.00% | Reduce -5.4% | 59,793 | $2.7M |
| Sherman Asset Management, Inc. | 2.45% | — | 59,602 | $2.7M |
| Synergy Investment Management, LLC | 1.14% | — | 58,938 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +13.8% | 58,601 | $2.6M |
| Legacy Private Trust Co. | 0.17% | Add +0.3% | 58,403 | $2.6M |
| Compass Wealth Management LLC | 0.63% | Reduce -13.4% | 58,320 | $2.6M |
| Lido Advisors, LLC | 0.02% | Add +87.1% | 58,311 | $2.6M |
| ArborFi Advisors, LLC | 2.62% | — | 58,005 | $2.6M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Add +1.5% | 57,978 | $2.6M |
| Knightsbridge Asset Management, LLC | 0.61% | Add +3.0% | 57,919 | $2.6M |
| Nottingham Advisors, Inc. | 0.33% | Add +7.4% | 57,731 | $2.6M |
| G&S Capital LLC | 1.07% | Add +25.7% | 57,554 | $2.6M |
| Affinity Capital Advisors, LLC | 0.48% | Reduce -2.6% | 56,712 | $2.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.20% | Reduce -6.6% | 56,781 | $2.6M |
| Securian Asset Management, Inc. | 0.07% | Reduce -4.3% | 56,724 | $2.5M |
| TFG Advisers LLC | 0.90% | Add +3.8% | 55,739 | $2.5M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.4% | 55,411 | $2.5M |
| Golden State Wealth Management, LLC | 0.36% | — | 53,611 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Reduce -1.1% | 52,890 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +10.7% | 52,782 | $2.4M |
| Private Trust Co. NA | 0.24% | Add +6.7% | 52,601 | $2.4M |
| NorthRock Partners, LLC | 0.08% | Reduce -0.2% | 51,651 | $2.3M |
| Towercrest Capital Management | 0.37% | Reduce -5.7% | 51,345 | $2.3M |
| Stone Summit Wealth LLC | 0.77% | Reduce -0.5% | 50,930 | $2.3M |
| Blair William & Co. | 0.01% | Add +5.8% | 50,738 | $2.3M |
| Syon Capital LLC | 0.21% | Add +11.5% | 50,728 | $2.3M |
| IFG Advisors, LLC | 0.45% | Reduce -4.3% | 50,652 | $2.3M |
| Independent Financial Group, LLC | 0.08% | Add +18.7% | 50,297 | $2.3M |
| Moneco Advisors, LLC | 0.24% | Add +90.5% | 50,038 | $2.2M |
| Quadrature Capital Ltd | 0.04% | New | 49,947 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -0.4% | 49,975 | $2.2M |
| Clarus Wealth Advisors | 1.11% | Add +5.3% | 50,450 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | Reduce -14.4% | 49,660 | $2.2M |
| Jacobi Capital Management LLC | 0.17% | Add +9.0% | 49,629 | $2.2M |
| FMR LLC | 0.00% | Add +51.8% | 49,193 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -4.1% | 48,437 | $2.2M |
| Bill Few Associates, Inc. | 0.76% | Add +5.9% | 48,008 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +25.1% | 46,379 | $2.1M |
| Wealthcare Capital Management LLC | 0.21% | Add +11.4% | 45,885 | $2.1M |
| Wealthcare Capital Partners, LLC | 1.07% | — | 45,802 | $2.1M |
| Prairie Sky Financial Group LLC | 1.25% | Reduce -20.9% | 45,475 | $2.0M |
| GPS Wealth Strategies Group, LLC | 0.26% | Add +5.8% | 45,291 | $2.0M |
| Opal Wealth Advisors, LLC | 0.61% | Add +14.6% | 44,972 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +18.3% | 43,927 | $2.0M |
| Principal Securities, Inc. | 0.05% | Add +8.8% | 44,571 | $2.0M |
| Shepherd Financial Partners LLC | 0.24% | Add +6.6% | 44,557 | $2.0M |
| Ascentis Independent Advisors | 0.38% | Add +18.0% | 44,395 | $2.0M |
| NovaPoint Capital, LLC | 0.61% | Add +1.0% | 44,318 | $2.0M |
| Tandem Investment Partners LLC | 1.90% | — | 44,153 | $2.0M |
| F/m Investments LLC | 0.07% | Add +219.4% | 43,671 | $2.0M |
| Defined Wealth Management, LLC | 1.29% | Add +0.8% | 43,376 | $1.9M |
| WESCAP Management Group, Inc. | 0.47% | Add +0.3% | 43,329 | $1.9M |
| Raleigh Capital Management Inc. | 0.75% | Add +0.9% | 43,281 | $1.9M |
| Alliance Wealth Management Group | 0.52% | Reduce -6.4% | 43,085 | $1.9M |
| Lunt Capital Management, Inc. | 0.75% | Reduce -2.6% | 42,924 | $1.9M |
| Franklin Resources Inc. | 0.00% | No change | 42,590 | $1.9M |
| &partners | 0.02% | Add +281.9% | 41,437 | $1.9M |
| Manhattan West Asset Management, LLC | 0.50% | Add +5.8% | 41,567 | $1.9M |
| Arete Wealth Advisors, LLC | 0.13% | Reduce -0.4% | 41,281 | $1.9M |
| Alta Wealth Advisors LLC | 0.81% | Add +11.2% | 41,394 | $1.9M |
| Global Strategic Investment Solutions, LLC | 0.22% | Reduce -0.8% | 41,177 | $1.8M |
| Nicolet Advisory Services, LLC | 0.17% | New | 41,583 | $1.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +187.9% | 40,815 | $1.8M |
| AdvisorNet Financial, Inc | 0.15% | Add +10.8% | 40,658 | $1.8M |
| NSI Retail Advisors, LLC | 0.29% | No change | 40,100 | $1.8M |
| Bank of Montreal | 0.00% | Add +2.0% | 40,076 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Reduce -4.3% | 39,755 | $1.8M |
| IFG Advisory, LLC | 0.10% | Add +3.4% | 39,720 | $1.8M |
| Blueprint Investment Partners LLC | 0.28% | Reduce -32.1% | 39,362 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +7.6% | 39,223 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | Add +0.0% | 39,175 | $1.8M |
| Integrity Financial Corp | 1.00% | Add +0.8% | 38,747 | $1.7M |
| Higgins & Schmidt Wealth Strategies LLC | 1.08% | Reduce -65.2% | 38,433 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.0% | 38,292 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +7.0% | 38,292 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -37.3% | 38,287 | $1.7M |
| Naples Global Advisors, LLC | 0.16% | Add +3.4% | 38,203 | $1.7M |
| Capstone Wealth Management Group, LLC | 0.91% | Add +595.4% | 37,818 | $1.7M |
| Marathon Strategic Advisors, LLC | 1.83% | Add +4.3% | 37,634 | $1.7M |
| Fiduciary Group, LLC | 0.17% | Add +72.2% | 37,358 | $1.7M |
| FF Advisors,LLC | 1.15% | Reduce -18.3% | 35,051 | $1.7M |
| Topel & Distasi Wealth Management, LLC | 0.72% | Reduce -14.2% | 37,233 | $1.7M |
| MAI Capital Management | 0.01% | Add +8.9% | 36,083 | $1.6M |
| Shoker Investment Counsel, Inc. | 0.55% | Add +0.5% | 35,918 | $1.6M |
| Renaissance Technologies | 0.00% | New | 35,500 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +13.5% | 35,376 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -1.4% | 34,829 | $1.6M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.70% | New | 34,639 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -36.6% | 34,583 | $1.6M |
| Lebenthal Global Advisors, LLC | 0.28% | Add +1.5% | 34,505 | $1.5M |
| Scarborough Advisors, LLC | 0.22% | Reduce -74.1% | 34,234 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.55% | Reduce -2.3% | 33,846 | $1.5M |
| LBMC Investment Advisors, LLC | 0.12% | Add +1.6% | 33,820 | $1.5M |
| Stonebridge Financial Group, LLC | 0.17% | — | 33,642 | $1.5M |
| Northwest Bancshares, Inc. | 0.28% | Reduce -3.4% | 33,419 | $1.5M |
| Stablepoint Partners, LLC | 0.27% | Add +4.2% | 33,251 | $1.5M |
| Nikulski Financial, Inc. | 0.43% | Reduce -1.0% | 32,823 | $1.5M |
| Lee, Kelleher & Klein Wealth Management | 1.04% | — | 32,643 | $1.5M |
| Elgethun Capital Management | 0.36% | New | 32,640 | $1.5M |
| Rothschild Wealth LLC | 0.43% | Add +125.6% | 38,488 | $1.5M |
| Glen Eagle Advisors, LLC | 0.24% | Add +45.5% | 32,564 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +28.6% | 31,883 | $1.4M |
| World Investment Advisors | 0.04% | Add +43.8% | 31,241 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +12.4% | 31,221 | $1.4M |
| Deltec Asset Management LLC | 0.28% | New | 31,000 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +4.0% | 30,941 | $1.4M |
| TD Capital Management LLC | 0.14% | Reduce -0.2% | 30,697 | $1.4M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -0.4% | 30,666 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +2.1% | 29,500 | $1.4M |
| Whalerock Point Partners, LLC | 0.33% | No change | 30,488 | $1.4M |
| TKG Advisors, LLC | 0.63% | Add +40.6% | 29,249 | $1.4M |
| Commerce Bank | 0.01% | Reduce -22.3% | 30,244 | $1.4M |
| ARS Investment Partners, LLC | 0.12% | Add +3.9% | 30,068 | $1.4M |
| Range Financial Group LLC | 0.62% | Add +159.8% | 29,866 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +4.6% | 29,620 | $1.3M |
| Integrity Wealth Solutions LLC | 0.74% | Reduce -0.4% | 29,569 | $1.3M |
| Aveo Capital Partners, LLC | 0.14% | Reduce -5.0% | 29,452 | $1.3M |
| Comerica Bank | 0.01% | Reduce -12.7% | 29,302 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +6.3% | 28,718 | $1.3M |
| Pinkerton Wealth, LLC | 0.19% | No change | 28,655 | $1.3M |
| Richardson Financial Services Inc. | 0.90% | Reduce -13.6% | 28,649 | $1.3M |
| Kagan Cocozza Asset Management | 1.06% | — | 28,533 | $1.3M |
| Precedent Wealth Partners, LLC | 0.41% | Reduce -57.3% | 28,267 | $1.3M |
| First Horizon Advisors, Inc. | 0.04% | No change | 28,100 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | Add +28.1% | 28,074 | $1.3M |
| MBM Wealth Consultants, LLC | 0.37% | Add +4.6% | 28,036 | $1.3M |
| Penobscot Wealth Management | 0.57% | Reduce -3.9% | 27,731 | $1.2M |
| Southeast Asset Advisors, LLC | 0.15% | No change | 27,280 | $1.2M |
| BlackRock, Inc. | 0.00% | New | 26,842 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +1.9% | 26,457 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 26,103 | $1.2M |
| Gotham Asset Management | 0.01% | Add +36.4% | 26,090 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.10% | No change | 25,614 | $1.2M |
| Headinvest, LLC | 0.22% | Add +27.4% | 25,883 | $1.2M |
| Guidance Capital, Inc. | 0.35% | New | 24,765 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.46% | Add +0.6% | 25,563 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -6.8% | 25,347 | $1.1M |
| Canal Capital Management, LLC | 0.18% | New | 25,228 | $1.1M |
| Absolute Gestao de Investimentos Ltda. | 0.48% | New | 25,000 | $1.1M |
| Colonial River Investments, LLC | 0.54% | Reduce -15.2% | 24,705 | $1.1M |
| AGH Wealth Advisors, LLC | 1.03% | — | 24,688 | $1.1M |
| Tidemark, LLC | 0.42% | Reduce -3.4% | 24,564 | $1.1M |
| River Street Advisors LLC | 0.56% | Reduce -14.7% | 24,516 | $1.1M |
| Edge Capital Group, LLC | 0.05% | Add +4.4% | 24,214 | $1.1M |
| Davies Financial Advisors, Inc. | 0.92% | Add +69.7% | 24,120 | $1.1M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.18% | — | 24,059 | $1.1M |
| Hardin Capital Partners, LLC | 0.65% | Reduce -0.1% | 12,302 | $1.1M |
| Gilman Hill Asset Management, LLC | 0.19% | Add +0.0% | 23,695 | $1.1M |
| Salem Investment Counselors Inc. | 0.03% | No change | 23,340 | $1.0M |
| Armbruster Capital Management, Inc. | 0.21% | Add +13.6% | 23,332 | $1.0M |
| Wealth Advisors of Iowa, LLC | 0.53% | Reduce -5.1% | 23,300 | $1.0M |
| SOL Capital Management CO | 0.12% | Add +4.2% | 23,094 | $1.0M |
| EPIQ Capital Group, LLC | 0.27% | Add +10.0% | 22,721 | $1.0M |
| Values Added Financial LLC | 0.59% | Add +21.3% | 22,698 | $1.0M |
| Apella Capital, LLC | 0.04% | Add +0.2% | 22,558 | $1.0M |
| RiverFront Investment Group, LLC | 0.02% | Reduce -41.1% | 22,285 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +8.8% | 22,195 | $997K |
| McMill Wealth Management | 0.40% | — | 22,179 | $996K |
| BIP Wealth, LLC | 0.07% | Add +11.1% | 22,108 | $993K |
| Denver Wealth Management, Inc. | 0.45% | Add +0.9% | 22,054 | $991K |
| Sunpointe, LLC | 0.50% | Add +0.6% | 22,044 | $990K |
| Ascent Group, LLC | 0.07% | Reduce -2.1% | 21,814 | $980K |
| Key Financial Inc | 0.22% | Add +4.6% | 21,648 | $972K |
| Novus Advisors, LLC | 0.97% | — | 21,641 | $972K |
| Coastwise Capital Group, LLC | 0.77% | Add +9.0% | 21,459 | $964K |
| Keener Financial Planning LLC | 0.56% | Add +3.8% | 21,274 | $955K |
| Wulff, Hansen & Co. | 0.90% | Add +17.0% | 21,075 | $947K |
| Shapiro Capital Management LLC | 0.03% | New | 21,000 | $943K |
| Sound Income Strategies, LLC | 0.06% | Add +7.8% | 20,972 | $942K |
| Corrigan Financial, Inc. | 0.21% | Add +0.6% | 20,666 | $928K |
| Baltimore-Washington Financial Advisors, Inc. | 0.05% | Reduce -0.1% | 20,128 | $904K |
| Money Concepts Capital Corp. | 0.07% | Add +0.3% | 20,074 | $902K |
| Seaside Wealth Management, Inc. | 0.33% | Reduce -0.7% | 19,918 | $895K |
| MidAtlantic Capital Management, Inc. | 0.65% | No change | 19,786 | $889K |
| American Investment Services, Inc. | 0.16% | Reduce -0.8% | 19,684 | $884K |
| White Pine Capital LLC | 0.30% | Add +0.6% | 19,505 | $876K |
| HBW Advisory Services LLC | 0.09% | Add +44.5% | 19,109 | $858K |
| Summit Investment Advisory Services, LLC | 0.44% | Reduce -91.2% | 18,952 | $851K |
| Global Financial Private Client, LLC | 0.32% | Add +7.0% | 18,879 | $848K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 18,681 | $839K |
| Verus Capital Partners, LLC | 0.08% | Reduce -4.2% | 18,475 | $834K |
| Trinity Wealth Management, LLC | 0.37% | Add +0.9% | 18,301 | $822K |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -73.1% | 18,287 | $821K |
| Collaborative Wealth Managment Inc. | 0.37% | Add +1.4% | 18,165 | $816K |
| Axis Wealth Partners, LLC | 0.69% | — | 18,110 | $814K |
| Sei Investments Co. | 0.00% | Reduce -9.3% | 17,957 | $807K |
| Aldebaran Financial Inc. | 0.94% | Reduce -0.7% | 17,960 | $806K |
| Worth Financial Advisory Group, LLC | 0.49% | Reduce -17.4% | 17,882 | $803K |
| Financial Synergies Wealth Advisors, Inc. | 0.10% | Reduce -5.6% | 17,849 | $802K |
| Harbor Investment Advisory, LLC | 0.07% | Add +18.6% | 17,848 | $802K |
| Alliance Wealth Advisors, LLC | 0.21% | Add +45.7% | 17,842 | $801K |
| Citizens Financial Group Inc. | 0.02% | New | 17,813 | $800K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +39.2% | 17,782 | $799K |
| Benjamin Edwards Inc. | 0.01% | No change | 17,719 | $796K |
| Adamsbrown Wealth Consultants LLC | 0.27% | Reduce -7.5% | 17,664 | $793K |
| Abbot Financial Management, Inc. | 0.39% | Add +0.5% | 17,526 | $787K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +17.8% | 17,504 | $786K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.7% | 17,128 | $785K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +71.3% | 17,454 | $784K |
| AQR Capital Management | 0.00% | Add +9.7% | 17,362 | $780K |
| Centaurus Financial, Inc. | 0.05% | Add +16.5% | 17,272 | $776K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -2.1% | 17,223 | $774K |
| ERn Financial, LLC | 0.12% | Reduce -9.8% | 17,162 | $771K |
| Courier Capital LLC | 0.05% | Add +61.3% | 17,142 | $770K |
| Titleist Asset Management, LLC | 0.09% | Reduce -0.3% | 17,065 | $767K |
| Municipal Employees' Retirement System of Michigan | 0.01% | No change | 16,642 | $748K |
| Lifeworks Advisors, LLC | 0.14% | Reduce -5.5% | 16,647 | $748K |
| Delta Wealth Advisors LLC | 0.69% | Reduce -2.6% | 16,312 | $733K |
| Comprehensive Money Management Services LLC | 0.60% | — | 16,114 | $724K |
| CGN Advisors LLC | 0.07% | Reduce -1.9% | 15,930 | $716K |
| Ranch Capital Advisors Inc. | 0.34% | Add +0.5% | 15,917 | $715K |
| SFG Wealth Management, LLC. | 0.37% | Add +8.9% | 15,907 | $715K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -2.8% | 15,657 | $703K |
| Sterling Group Wealth Management, LLC | 0.36% | Reduce -19.2% | 15,476 | $695K |
| American Trust | 0.05% | Add +32.8% | 15,418 | $693K |
| Fourth Dimension Wealth, LLC | 0.36% | — | 14,228 | $690K |
| Nwam LLC | 0.04% | Reduce -0.6% | 15,357 | $690K |
| Capital Planning Advisors, LLC | 0.11% | Add +12.6% | 15,312 | $688K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +8.1% | 15,274 | $686K |
| Sunburst Financial Group, LLC | 0.17% | Reduce -3.0% | 15,246 | $685K |
| Wambolt & Associates, LLC | 0.22% | Add +0.4% | 15,233 | $684K |
| Barnes Wealth Management Group, Inc | 0.46% | — | 15,110 | $679K |
| Financial Management Network Inc. | 0.14% | Add +0.5% | 14,931 | $678K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +1.4% | 14,882 | $669K |
| Meridian Wealth Management, LLC | 0.03% | Add +29.6% | 14,844 | $667K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +52.6% | 14,696 | $660K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +5.4% | 14,696 | $660K |
| Ehrlich Financial Group | 0.47% | Add +6.3% | 14,654 | $658K |
| Interchange Capital Partners, LLC | 0.24% | Reduce -4.8% | 14,648 | $658K |
| LexAurum Advisors, LLC | 0.13% | Reduce -5.7% | 14,454 | $649K |
| Tilson Financial Group, Inc. | 0.26% | Reduce -0.5% | 14,448 | $649K |
| Alaska Wealth Advisors, LLC | 0.10% | Add +4.6% | 14,316 | $643K |
| Indie Asset Partners, LLC | 0.51% | Reduce -2.1% | 14,312 | $643K |
| Butensky & Cohen Financial Security, Inc. | 0.20% | Reduce -1.0% | 14,198 | $638K |
| Drucker Wealth 3.0, LLC | 0.15% | Add +20.8% | 14,149 | $636K |
| Adams Wealth Management | 0.12% | Add +4.2% | 14,103 | $634K |
| CacheTech Inc. | 0.12% | Add +4.2% | 14,103 | $634K |
| Columbia River Financial Group, LLC | 0.43% | — | 14,088 | $632K |
| Patron Partners, LLC | 0.34% | Reduce -0.3% | 14,061 | $632K |
| Redwood Financial Network Corp | 0.47% | Reduce -0.9% | 13,966 | $627K |
| Advisory Alpha, LLC | 0.02% | Reduce -11.7% | 13,870 | $623K |
| Procyon Advisors, LLC | 0.04% | Reduce -3.1% | 13,800 | $620K |
| Security Financial Services, INC. | 0.13% | Add +0.0% | 13,735 | $617K |
| Purkiss Capital Advisors LLC | 0.53% | — | 13,679 | $614K |
| Milestone Asset Management, LLC | 0.14% | Add +51.6% | 13,659 | $614K |
| Arkadios Wealth Advisors | 0.03% | Add +0.0% | 13,646 | $613K |
| Silverlake Wealth Management LLC | 0.24% | New | 13,629 | $612K |
| International Private Wealth Advisors LLC | 0.61% | Add +12.3% | 13,622 | $612K |
| Brown Financial Advisory | 0.43% | Reduce -1.2% | 13,495 | $606K |
| Continental Investors Services, Inc. | 1.19% | Reduce -2.3% | 13,376 | $601K |
| Hilltop Holdings Inc. | 0.04% | Add +4.0% | 13,313 | $598K |
| Grove Bank & Trust | 0.08% | No change | 13,208 | $593K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.9% | 13,135 | $590K |
| MGB Wealth Management, LLC | 0.18% | Add +0.9% | 13,021 | $585K |
| McClarren Financial Advisors, Inc. | 1.64% | Add +32.3% | 12,993 | $583K |
| Fingerlakes Wealth Management, Inc. | 0.47% | Reduce -4.8% | 12,936 | $581K |
| Two Sigma Securities, LLC | 0.10% | New | 12,883 | $579K |
| Advisory Services Network, LLC | 0.01% | New | 12,880 | $579K |
| Pacific Sun Financial Corp | 0.31% | Reduce -1.1% | 12,804 | $575K |
| Triumph Capital Management | 0.20% | Reduce -5.1% | 12,751 | $573K |
| BLB&B Advisors, LLC | 0.03% | No change | 12,705 | $571K |
| Horizon Wealth Management, LLC | 0.10% | Add +39.0% | 12,665 | $569K |
| Fisher Asset Management | 0.00% | New | 12,595 | $566K |
| Jones Financial Companies LLLP | 0.00% | Add +297.7% | 12,579 | $565K |
| US Financial Advisors, LLC | 0.17% | Reduce -14.5% | 12,569 | $565K |
| Brio Consultants, LLC | 0.09% | Reduce -3.7% | 12,539 | $563K |
| Barnes Pettey Financial Advisors, LLC | 0.43% | Add +0.1% | 12,529 | $563K |
| PCA Investment Advisory Services Inc. | 0.26% | Reduce -4.9% | 12,524 | $563K |
| McIlrath & Eck, LLC | 0.07% | Reduce -6.3% | 12,472 | $560K |
| Norden Group LLC | 0.06% | Add +49.4% | 12,427 | $558K |
| Advance Capital Management, Inc. | 0.03% | Reduce -95.6% | 12,403 | $557K |
| Seros Financial, LLC | 0.50% | — | 13,402 | $557K |
| E&G Advisors, LLC | 0.15% | Add +0.9% | 12,351 | $555K |
| Curi Capital, LLC | 0.01% | Add +0.4% | 12,322 | $554K |
| Tyche Wealth Partners LLC | 0.12% | Add +125.2% | 12,307 | $553K |
| PKS Advisory Services, LLC | 0.14% | — | 18,503 | $553K |
| Keybank National Association | 0.00% | Add +110.7% | 12,286 | $552K |
| Balboa Wealth Partners | 0.13% | Add +3.3% | 12,265 | $551K |
| Koshinski Asset Management, Inc. | 0.05% | Add +63.4% | 12,114 | $544K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.8% | 12,087 | $543K |
| Astoria Portfolio Advisors LLC. | 0.19% | Add +115.5% | 12,016 | $540K |
| Altfest L J & Co. Inc. | 0.07% | Add +133.4% | 11,987 | $538K |
| Financial Network Wealth Advisors LLC | 1.00% | Reduce -36.3% | 11,935 | $536K |
| Forefront Wealth Partners, LLC | 0.40% | — | 11,915 | $535K |
| PFG Advisors | 0.03% | Reduce -0.4% | 11,855 | $533K |
| Vertex Planning Partners, LLC | 0.12% | Add +3.6% | 11,826 | $531K |
| BCS Wealth Management | 0.13% | Add +7.6% | 11,725 | $527K |
| Paladin Advisory Group, LLC | 0.40% | Add +2.6% | 11,512 | $517K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -2.0% | 11,411 | $513K |
| Roman Butler Fullerton & Co. | 0.16% | Add +10.0% | 11,004 | $510K |
| Montis Financial, LLC | 0.16% | Add +26.1% | 11,364 | $510K |
| Opulen Financial Group LLC | 0.46% | — | 11,361 | $510K |
| McGuire Investment Group, LLC | 0.07% | No change | 11,357 | $510K |
| Second Line Capital, LLC | 0.13% | Reduce -4.8% | 11,119 | $499K |
| Lynch & Associates | 0.11% | No change | 11,114 | $499K |
| Private Advisory Group LLC | 0.06% | Add +3.7% | 11,084 | $498K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.0% | 11,013 | $495K |
| Vise Technologies, Inc. | 0.04% | Add +1.8% | 10,998 | $494K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -9.2% | 10,925 | $491K |
| Bank of Marin | 0.39% | Reduce -1.3% | 10,870 | $488K |
| Stephens Inc. | 0.01% | Reduce -3.0% | 10,783 | $484K |
| Veltria Advisors Corp. | 0.20% | No change | 10,776 | $484K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.5% | 10,699 | $481K |
| Iams Wealth Management, LLC | 0.22% | Add +20.3% | 10,693 | $480K |
| Oppenheimer & Co. Inc. | 0.01% | Add +53.3% | 10,529 | $473K |
| Old Second National Bank of Aurora | 0.11% | Add +7.4% | 10,494 | $471K |
| Graney & King, LLC | 0.36% | — | 10,475 | $471K |
| Midwest Financial Network, LLC | 0.49% | — | 10,458 | $470K |
| Savvy Advisors, Inc. | 0.06% | Add +3.2% | 10,387 | $467K |
| Templeton & Phillips Capital Management, LLC | 0.37% | Reduce -3.9% | 10,381 | $466K |
| Narus Financial Partners, LLC | 0.16% | Add +1.0% | 10,372 | $466K |
| Ameritas Advisory Services, LLC | 0.02% | Add +64.3% | 10,370 | $466K |
| Parcion Private Wealth LLC | 0.04% | Reduce -17.1% | 10,248 | $460K |
| MSH Capital Advisors LLC | 0.14% | Reduce -1.5% | 10,242 | $460K |
| Anchor Investment Management, LLC | 0.04% | No change | 10,113 | $454K |
| ACT Advisors, LLC. | 0.24% | Add +32.3% | 10,073 | $452K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 10,069 | $452K |
| Mayport, LLC | 0.13% | New | 10,000 | $449K |
| Quest 10 Wealth Builders, Inc. | 0.44% | — | 9,913 | $445K |
| Symphony Financial, Ltd. Co. | 0.07% | New | 9,452 | $440K |
| Latitude Advisors, LLC | 0.25% | Reduce -15.3% | 9,779 | $439K |
| Wealthspire Advisors, LLC | 0.00% | New | 9,775 | $439K |
| Whitegate Investment Counselors, Inc. | 0.15% | No change | 9,688 | $435K |
| Brookstone Capital Management | 0.01% | Reduce -2.9% | 9,679 | $435K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -7.2% | 9,312 | $432K |
| Elite Financial, Inc. | 0.23% | — | 9,593 | $430K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -4.4% | 9,492 | $426K |
| Vawter Financial, Ltd. | 0.26% | No change | 9,455 | $425K |
| Richard W. Paul & Associates, LLC | 0.15% | Add +4.1% | 9,426 | $423K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 9,395 | $422K |
| RMR Wealth Builders | 0.04% | New | 9,358 | $420K |
| Acas, LLC | 0.31% | Add +37.0% | 8,970 | $418K |
| Claro Advisors Inc. | 0.06% | Add +3.3% | 9,210 | $414K |
| Moneywise, Inc. | 0.21% | Reduce -22.8% | 9,199 | $413K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 9,138 | $410K |
| Apollon Wealth Management, LLC | 0.01% | Add +59.9% | 9,107 | $409K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -15.1% | 9,054 | $407K |
| Vista Investment Management | 0.15% | Add +18.5% | 9,050 | $407K |
| Caldwell Trust Co | 0.04% | Reduce -1.1% | 9,047 | $406K |
| PAX Financial Group, LLC | 0.07% | Reduce -4.9% | 9,005 | $405K |
| Mengis Capital Management, Inc. | 0.08% | Add +35.5% | 8,998 | $404K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +41.4% | 8,992 | $404K |
| Optima Capital LLC | 0.28% | — | 8,918 | $401K |
| Harmony Asset Management LLC | 0.16% | Add +23.7% | 8,865 | $398K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -20.4% | 8,854 | $398K |
| Mystic Asset Management, Inc. | 0.11% | Add +1.7% | 8,830 | $397K |
| Vicus Capital | 0.04% | Add +7.2% | 8,823 | $396K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | No change | 8,737 | $392K |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 8,678 | $390K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +41.9% | 8,560 | $385K |
| Sandy Cove Advisors, LLC | 0.15% | Add +1.0% | 8,438 | $379K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +43.3% | 8,424 | $378K |
| Prospera Financial Services Inc | 0.01% | Add +4.4% | 8,333 | $375K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $374K |
| Quantinno Capital Management LP | 0.00% | New | 8,324 | $374K |
| Brighton Jones LLC | 0.01% | New | 8,316 | $374K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,314 | $373K |
| Retirement Planning Group, LLC | 0.02% | Add +11.8% | 8,266 | $371K |
| Compound Planning, Inc. | 0.02% | Reduce -19.9% | 8,181 | $368K |
| Legacy Advisors, LLC | 0.04% | No change | 8,171 | $367K |
| Van Den Berg Management I, Inc. | 0.11% | Add +0.1% | 8,147 | $366K |
| Continuum Advisory, LLC | 0.05% | Reduce -0.0% | 8,125 | $365K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $359K |
| Sterling Wealth Management, Inc. | 0.13% | No change | 7,975 | $358K |
| Independent Wealth Network Inc. | 0.15% | Add +5.6% | 7,971 | $358K |
| Belpointe Asset Management LLC | 0.02% | Add +2.7% | 7,898 | $358K |
| Oakwell Private Wealth Management, LLC | 0.10% | No change | 7,911 | $355K |
| Richmond Investment Services, LLC | 0.20% | — | 7,907 | $355K |
| US Bancorp \de | 0.00% | Add +116.9% | 7,907 | $355K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 7,888 | $354K |
| Signet Financial Management, LLC | 0.05% | Reduce -6.0% | 7,866 | $353K |
| Fusion Family Wealth, LLC | 0.03% | No change | 7,860 | $353K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 7,859 | $353K |
| Laraway Financial Advisors Inc | 0.27% | Add +0.1% | 7,825 | $351K |
| Vantage Investment Partners, LLC | 0.03% | Reduce -10.5% | 7,825 | $351K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 7,716 | $347K |
| Sebold Capital Management, Inc. | 0.23% | Reduce -1.0% | 7,677 | $345K |
| Swmg, LLC | 0.14% | Reduce -0.8% | 7,329 | $340K |
| Center For Asset Management LLC | 0.22% | Reduce -1.5% | 7,551 | $339K |
| Carr Financial Group Corp | 0.11% | Reduce -1.7% | 7,538 | $339K |
| Graypoint LLC | 0.02% | Add +0.1% | 7,522 | $338K |
| Marion Wealth Management | 0.09% | Add +2.2% | 7,497 | $337K |
| Magnolia Private Wealth, LLC | 0.29% | — | 7,350 | $330K |
| Welch & Forbes LLC | 0.00% | Add +2.5% | 7,298 | $328K |
| William Mack & Associates, Inc. | 0.34% | — | 7,260 | $326K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -15.1% | 7,233 | $325K |
| Essex Bank | 0.08% | Add +10.8% | 7,193 | $323K |
| Adero Partners, LLC | 0.02% | No change | 7,184 | $323K |
| Hopwood Financial Services, Inc. | 0.24% | — | 7,179 | $322K |
| Coordinated Financial Services, Inc. | 0.25% | — | 7,104 | $319K |
| First Heartland Consultants, Inc. | 0.03% | Add +20.2% | 7,058 | $317K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.6% | 7,025 | $316K |
| Fulton Bank, N.A. | 0.01% | New | 7,000 | $314K |
| Charter Research & Investment Group, Inc. | 0.24% | Add +5.8% | 6,980 | $314K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -4.3% | 6,972 | $313K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +25.2% | 6,946 | $312K |
| Diversified Enterprises, LLC | 0.03% | Add +32.5% | 6,914 | $311K |
| First Trust Advisors LP | 0.00% | New | 6,897 | $310K |
| MBE Wealth Management, LLC | 0.17% | Reduce -6.4% | 6,875 | $309K |
| JDM Financial Group LLC | 0.16% | Add +0.0% | 6,795 | $305K |
| Kelly Financial Services LLC | 0.11% | Reduce -43.4% | 6,779 | $305K |
| Lockerman Financial Group, Inc. | 0.52% | Add +3.9% | 6,778 | $304K |
| HM Payson & Co. | 0.01% | Add +58.4% | 6,764 | $304K |
| AIFG Consultants Ltd. | 0.49% | Reduce -9.7% | 6,722 | $302K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,703 | $301K |
| Alexis Investment Partners, LLC | 0.15% | — | 6,696 | $301K |
| Haven Private, LLC | 0.17% | — | 6,650 | $299K |
| Vestia Personal Wealth Advisors | 0.25% | Add +0.5% | 6,640 | $298K |
| Fox Financial, Inc | 0.27% | Reduce -44.1% | 6,595 | $296K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -0.0% | 6,592 | $296K |
| Intrepid Financial Planning Group LLC | 0.12% | Add +1.7% | 6,582 | $296K |
| Sightline Wealth Advisors, LLC | 0.16% | Reduce -32.1% | 6,580 | $296K |
| N.E.W. Advisory Services LLC | 0.03% | Add +6.0% | 6,547 | $294K |
| Sentinel Trust Co. Lba | 0.03% | Reduce -24.8% | 6,539 | $294K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 6,494 | $292K |
| Collier Financial | 0.26% | — | 6,475 | $291K |
| VCI Wealth Management LLC | 0.12% | Add +5.3% | 6,365 | $286K |
| Smartleaf Asset Management LLC | 0.03% | Add +532.1% | 6,346 | $285K |
| American Financial Advisors, LLC | 0.04% | Add +9.7% | 6,297 | $283K |
| Keudell/Morrison Wealth Management | 0.07% | Add +2.4% | 6,282 | $282K |
| Vontobel Holding Ltd. | 0.00% | New | 6,260 | $281K |
| Acropolis Investment Management, LLC | 0.02% | No change | 6,258 | $281K |
| Main Line Retirement Advisors, LLC | 0.18% | Add +0.5% | 6,238 | $280K |
| Bleakley Financial Group, LLC | 0.01% | Add +30.2% | 6,236 | $280K |
| Root Financial Partners, LLC | 0.03% | New | 6,218 | $279K |
| Keebeck Wealth Management | 0.04% | New | 6,168 | $277K |
| Braun-Bostich & Associates Inc. | 0.20% | Add +0.0% | 6,051 | $272K |
| American Financial & Tax Strategies Inc. | 0.14% | Reduce -2.2% | 6,042 | $271K |
| Noesis Capital Mangement Corp. | 0.05% | No change | 6,018 | $270K |
| Tsfg, LLC | 0.06% | Reduce -29.3% | 6,021 | $270K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -50.0% | 5,992 | $269K |
| Power Wealth Management LLC | 0.11% | Add +28.0% | 5,979 | $269K |
| Burt Wealth Advisors | 0.07% | No change | 5,956 | $268K |
| Stanich Group LLC | 0.20% | — | 5,918 | $266K |
| One Capital Management, LLC | 0.01% | Reduce -26.3% | 5,914 | $266K |
| Keystone Financial Group | 0.03% | Add +12.7% | 5,905 | $265K |
| Argent Trust Co | 0.01% | Add +27.6% | 5,903 | $265K |
| Visionary Wealth Advisors | 0.02% | Reduce -12.0% | 5,898 | $265K |
| Intrua Financial, LLC | 0.04% | Reduce -23.3% | 5,889 | $265K |
| Sapient Capital LLC | 0.01% | No change | 5,828 | $262K |
| Cascade Financial Partners, LLC | 0.03% | Add +0.1% | 5,814 | $261K |
| Synovus Financial Corp. | 0.00% | Reduce -54.5% | 5,805 | $261K |
| Keel Point, LLC | 0.02% | Add +25.0% | 5,736 | $258K |
| Angeles Wealth Management, LLC | 0.02% | Add +4.6% | 5,606 | $252K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,598 | $252K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -4.9% | 5,598 | $251K |
| National Wealth Management Group, LLC | 0.17% | Reduce -3.6% | 5,571 | $250K |
| Optimist Retirement Group LLC | 0.12% | Reduce -9.8% | 5,538 | $249K |
| Mainstream Capital Management LLC | 0.17% | Reduce -0.7% | 5,534 | $249K |
| Five Oceans Advisors | 0.11% | Reduce -3.6% | 5,527 | $248K |
| Rehmann Capital Advisory Group | 0.02% | Add +7.3% | 5,523 | $248K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Reduce -9.0% | 5,449 | $245K |
| Stelac Advisory Services LLC | 0.10% | No change | 5,441 | $245K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.1% | 5,426 | $244K |
| Stegent Equity Advisors, Inc. | 0.25% | No change | 5,419 | $243K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -0.5% | 5,340 | $242K |
| Aspen Wealth Management LLC | 0.07% | Reduce -1.4% | 5,379 | $242K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 3,933 | $241K |
| Professional Financial Advisors, LLC | 0.06% | Add +0.1% | 5,361 | $241K |
| High Probability Advisors, LLC | 0.04% | Add +10.5% | 5,343 | $240K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Reduce -3.9% | 5,288 | $238K |
| Bernard Wealth Management Corp. | 0.11% | — | 5,202 | $234K |
| TrinityPoint Wealth, LLC | 0.03% | Reduce -17.1% | 5,196 | $233K |
| Ritholtz Wealth Management | 0.01% | Reduce -13.3% | 5,160 | $232K |
| Ironwood Financial, llc | 0.05% | New | 5,144 | $231K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,111 | $230K |
| Red Mountain Financial, LLC | 0.25% | Reduce -4.0% | 5,099 | $229K |
| Consolidated Portfolio Review Corp | 0.04% | New | 5,082 | $228K |
| Maia Wealth LLC | 0.05% | Add +1.4% | 4,920 | $228K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -7.2% | 5,075 | $228K |
| Elios Financial Group Inc. | 0.11% | Reduce -17.4% | 5,047 | $227K |
| Lion Street Advisors, LLC | 0.07% | Add +8.6% | 5,002 | $225K |
| Simplicity Wealth,LLC | 0.05% | New | 4,961 | $223K |
| SVB Wealth LLC | 0.00% | New | 4,950 | $222K |
| Wallace Advisory Group, LLC | 0.15% | Reduce -5.4% | 4,880 | $222K |
| McKinley Carter Wealth Services, Inc. | 0.01% | Reduce -20.2% | 4,924 | $221K |
| Guardian Wealth Advisors, LLC | 0.14% | No change | 4,922 | $221K |
| Convergence Financial, LLC | 0.04% | Reduce -37.5% | 4,911 | $221K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.2% | 4,886 | $219K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -6.4% | 4,845 | $218K |
| Balefire, LLC | 0.07% | Add +19.1% | 4,841 | $217K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.6% | 4,822 | $217K |
| Sovran Advisors, LLC | 0.03% | — | 4,792 | $215K |
| High Falls Advisors, Inc | 0.05% | No change | 4,779 | $215K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,769 | $214K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 4,766 | $214K |
| Arlington Trust Co LLC | 0.04% | Reduce -6.7% | 4,736 | $213K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -27.1% | 4,725 | $212K |
| Oliver Luxxe Assets LLC | 0.04% | No change | 4,618 | $210K |
| Glenview Trust Co | 0.00% | New | 4,613 | $207K |
| Round Rock Advisors LLC | 0.04% | New | 4,610 | $207K |
| Evergreen Capital Management LLC | 0.01% | Reduce -5.3% | 4,586 | $206K |
| Napa Wealth Management | 0.09% | Add +2.3% | 4,573 | $205K |
| Bison Wealth, LLC | 0.02% | — | 4,527 | $203K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -0.6% | 4,509 | $203K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.9% | 4,496 | $202K |
| Counterweight Ventures, LLC | 0.14% | No change | 4,489 | $202K |
| Mascagni Wealth Management, Inc. | 0.20% | — | 4,925 | $201K |
| Willner & Heller, LLC | 0.18% | Reduce -3.5% | 4,464 | $201K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $190K |
| Castleview Partners, LLC | 0.10% | Add +7.1% | 4,112 | $185K |
| Creative Financial Designs Inc. | 0.01% | Reduce -43.9% | 4,058 | $182K |
| Northwest Capital Management Inc | 0.08% | Add +76.3% | 3,994 | $179K |
| Arcadia Investment Management Corp. | 0.03% | No change | 3,899 | $175K |
| Tucker Asset Management LLC | 0.04% | Add +6.8% | 3,801 | $171K |
| TD Private Client Wealth LLC | 0.00% | Reduce -12.8% | 3,796 | $171K |
| Talon Private Wealth, LLC | 0.04% | Add +1863.2% | 3,789 | $170K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,775 | $170K |
| WASHINGTON TRUST Co | 0.01% | Add +93.9% | 3,759 | $169K |
| Sachetta, LLC | 0.06% | Add +1.0% | 3,584 | $161K |
| Lavaca Capital LLC | 0.07% | New | 3,410 | $153K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.5% | 3,406 | $153K |
| Simplex Trading, LLC | 0.00% | Add +1005.1% | 3,216 | $144K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +4.0% | 3,168 | $143K |
| NFSG Corp | 0.04% | No change | 3,111 | $140K |
| Blue Trust, Inc. | 0.00% | Reduce -18.2% | 3,105 | $139K |
| Ballast Advisors LLC | 0.04% | Reduce -21.1% | 3,052 | $137K |
| SIMA Wealth Partners, LLC | 0.11% | No change | 2,767 | $124K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,701 | $121K |
| S.A. Mason LLC | 0.06% | Reduce -0.5% | 2,488 | $112K |
| Dogwood Wealth Management LLC | 0.06% | Add +9.3% | 2,438 | $110K |
| Sage Mountain Advisors LLC | 0.01% | Add +8.9% | 2,381 | $107K |
| West Branch Capital LLC | 0.03% | No change | 2,341 | $105K |
| Whittier Trust Co. | 0.00% | Reduce -13.7% | 2,329 | $105K |
| Quadrant Capital Group LLC | 0.01% | Add +0.7% | 2,283 | $103K |
| Orion Capital Management LLC | 0.04% | New | 2,278 | $102K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 2,264 | $102K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.9% | 2,215 | $99K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 2,262 | $96K |
| Caitlin John, LLC | 0.06% | Add +11.2% | 2,124 | $95K |
| Cyrus J. Lawrence, LLC | 0.02% | New | 1,947 | $87K |
| Spire Wealth Management | 0.00% | No change | 1,926 | $87K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $77K |
| Salomon & Ludwin, LLC | 0.01% | Add +4.0% | 1,585 | $71K |
| PrairieView Partners, LLC | 0.01% | Reduce -29.7% | 1,586 | $71K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,566 | $70K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $69K |
| GAMMA Investing LLC | 0.01% | No change | 1,498 | $67K |
| Ameriflex Group, Inc. | 0.03% | — | 1,438 | $66K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $66K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,466 | $66K |
| Transcendent Capital Group LLC | 0.03% | Add +0.2% | 1,461 | $66K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $62K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -92.9% | 1,338 | $60K |
| American National Bank & Trust | 0.01% | No change | 1,334 | $60K |
| Citigroup Inc. | 0.00% | Add +491.5% | 1,319 | $59K |
| Sugar Maple Asset Management, LLC | 0.04% | New | 1,317 | $59K |
| Transce3nd, LLC | 0.02% | — | 1,289 | $58K |
| Ancora Advisors LLC | 0.00% | No change | 1,271 | $57K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -21.8% | 1,263 | $57K |
| Wingate Wealth Advisors, Inc. | 0.05% | — | 1,238 | $56K |
| Sandy Spring Bank | 0.00% | Add +0.3% | 1,223 | $55K |
| Signaturefd, LLC | 0.00% | Reduce -6.2% | 1,133 | $51K |
| TCTC Holdings, LLC | 0.00% | No change | 1,089 | $49K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $48K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,063 | $48K |
| Capital Investment Counsel, Inc | 0.01% | New | 1,034 | $46K |
| IMG Wealth Management, Inc. | 0.04% | — | 1,008 | $45K |
| Red Tortoise LLC | 0.02% | Add +0.7% | 929 | $42K |
| WealthShield Partners, LLC | 0.01% | Add +0.6% | 918 | $41K |
| Accredited Wealth Management, LLC | 0.04% | — | 900 | $40K |
| Chapman Financial Group, LLC | 0.03% | — | 900 | $40K |
| Rialto Wealth Management, LLC | 0.01% | — | 824 | $37K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 783 | $35K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $34K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 721 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $30K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $30K |
| Community Bank, N.A. | 0.00% | No change | 638 | $29K |
| Copia Wealth Management | 0.03% | — | 605 | $27K |
| Webster Bank, N. A. | 0.00% | Reduce -47.8% | 600 | $27K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +25.2% | 592 | $27K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.5% | 576 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $25K |
| Bellwether Advisors, LLC | 0.00% | New | 561 | $25K |
| North Star Investment Management Corp. | 0.00% | New | 557 | $25K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 493 | $22K |
| Mather Group, Llc. | 0.00% | No change | 483 | $22K |
| Horizon Investments, LLC | 0.00% | New | 476 | $21K |
| Arax Advisory Partners | 0.00% | Add +25.5% | 428 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $19K |
| Crewe Advisors LLC | 0.00% | New | 411 | $18K |
| Global Wealth Strategies & Associates | 0.01% | No change | 406 | $18K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 402 | $18K |
| Minot DeBlois Advisors LLC | 0.02% | — | 379 | $17K |
| Centennial Bank | 0.01% | No change | 377 | $17K |
| Realta Investment Advisors | 0.01% | Reduce -69.0% | 364 | $17K |
| Curio Wealth, LLC | 0.01% | — | 365 | $16K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $16K |
| Atticus Wealth Management, LLC | 0.00% | Add +5.0% | 354 | $16K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $16K |
| Vermillion Wealth Management, Inc. | 0.01% | — | 342 | $15K |
| EPG Wealth Management LLC | 0.00% | No change | 317 | $14K |
| SBI Securities Co., Ltd. | 0.00% | — | 311 | $14K |
| Johnson Financial Group, Inc. | 0.00% | Add +1252.6% | 257 | $12K |
| Valued Wealth Advisors LLC | 0.01% | New | 253 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 246 | $11K |
| Centricity Wealth Management, LLC | 0.01% | — | 245 | $11K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | Add +70.9% | 229 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $10K |
| Hemington Wealth Management | 0.00% | New | 230 | $10K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +5.7% | 205 | $9K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 201 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -20.9% | 201 | $9K |
| Redwood Park Advisors LLC | 0.01% | — | 186 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -0.6% | 172 | $8K |
| Compass Financial Services Inc | 0.00% | — | 165 | $7K |
| Horizons Wealth Management | 0.01% | No change | 164 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -1.2% | 163 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -30.9% | 161 | $7K |
| Bristlecone Advisors, LLC | 0.00% | No change | 157 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 152 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -70.9% | 148 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.3% | 136 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 135 | $6K |
| New Millennium Group LLC | 0.00% | Add +86.1% | 134 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Asset Dedication, LLC | 0.00% | New | 130 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +1.6% | 129 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.9% | 113 | $5K |
| Ransom Advisory, Ltd | 0.00% | No change | 111 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| Tower View Wealth Management LLC | 0.00% | Reduce -40.7% | 96 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $4K |
| Breakwater Investment Management | 0.00% | Add +466.7% | 85 | $4K |
| WPG Advisers, LLC | 0.00% | — | 80 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | Add +11.1% | 80 | $4K |
| WFA Asset Management Corp | 0.00% | No change | 77 | $3K |
| Anfield Capital Management, LLC | 0.00% | Reduce -41.0% | 72 | $3K |
| Covestor Ltd | 0.00% | Add +38.3% | 65 | $3K |
| Synergy Asset Management, LLC | 0.00% | New | 62 | $3K |
| Truvestments Capital LLC | 0.00% | New | 60 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | New | 59 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -67.8% | 49 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 50 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 48 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 46 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 45 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 31 | $1K |
| High Note Wealth, LLC | 0.00% | New | 28 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $989 |
| Capital A Wealth Management, LLC | 0.00% | — | 22 | $988 |
| FLP Wealth Management, LLC | 0.00% | — | 20 | $898 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 1,435 | $645 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -55.0% | 9 | $404 |
| NewSquare Capital LLC | 0.00% | New | 6 | $270 |
| Lanark Financial, Inc. | 0.02% | — | 5 | $246 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $190 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $90 |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.2% | 1 | $45 |
| Clark Wealth Partners | 0.00% | — | 1 | $45 |
"% 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.