SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2025 (March 31)893holders −36
56new positions
84sold out
4famous investors
$40.77avg. 13F price*
At the end of Q1 2025, 893 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, down 36 from Q4 2024. 56 opened new positions and 84 sold out. The largest holders were Financial Engines Advisors L.L.C. ($919.5M), LPL Financial LLC ($914.4M) and Betterment LLC ($657.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $125.8M |
| Exits | 84 | $120.8M |
All 13F filers, Q4 2024 → Q1 2025: 12,117,694 shares bought and 23,665,330 shares sold, net −11,547,636 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 893 holders
| Financial Engines Advisors L.L.C. | 1.97% | Add +2.0% | 22,557,955 | $919.5M |
| LPL Financial LLC | 0.36% | Add +6.7% | 22,433,333 | $914.4M |
| Betterment LLC | 1.56% | Reduce -0.2% | 16,131,496 | $657.5M |
| Valmark Advisers, Inc. | 3.60% | Add +8.7% | 5,847,674 | $238.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.0% | 5,648,640 | $230.2M |
| Morgan Stanley | 0.01% | Add +6.9% | 4,979,994 | $203.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -9.9% | 4,744,137 | $193.4M |
| Bank of America Corp. | 0.02% | Reduce -33.8% | 4,310,617 | $175.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -17.5% | 3,098,187 | $126.3M |
| Creative Planning | 0.12% | Reduce -3.8% | 3,016,410 | $122.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.28% | Add +47.9% | 3,004,000 | $122.4M |
| UBS Group AG | 0.02% | Add +3.3% | 2,438,207 | $99.4M |
| Townsquare Capital LLC | 1.00% | Add +7.2% | 2,308,455 | $94.1M |
| Royal Bank of Canada | 0.02% | Add +3.9% | 1,846,512 | $75.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.1% | 1,799,620 | $73.4M |
| Richard Bernstein Advisors LLC | 1.67% | Reduce -47.4% | 1,688,216 | $68.8M |
| Cwm, LLC | 0.27% | Reduce -62.0% | 1,636,460 | $66.7M |
| JPMorgan Chase & Co. | 0.01% | Add +4.3% | 1,632,282 | $66.5M |
| Crestwood Advisors Group, LLC | 1.25% | Reduce -26.4% | 1,618,299 | $66.0M |
| Pinnacle Wealth Planning Services, Inc. | 9.89% | Add +6.8% | 1,614,291 | $65.8M |
| Osaic Holdings, Inc. | 0.14% | Add +11.3% | 1,539,491 | $62.8M |
| Hancock Prospecting Pty Ltd | 2.38% | New | 1,479,711 | $60.3M |
| Texas Permanent School Fund Corp. | 2.08% | No change | 1,435,489 | $58.5M |
| Private Advisor Group, LLC | 0.35% | Reduce -1.2% | 1,431,750 | $58.4M |
| Wealthcare Advisory Partners LLC | 1.51% | Add +4.0% | 1,380,729 | $56.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.6% | 1,326,326 | $54.1M |
| Raymond James Financial Inc. | 0.02% | Add +10.2% | 1,144,228 | $46.6M |
| Midland Wealth Advisors, LLC | 2.69% | Add +5.5% | 1,119,216 | $45.6M |
| CW Advisors, LLC | 0.54% | Reduce -36.7% | 1,114,201 | $45.4M |
| State Street Corp. | 0.00% | Reduce -10.2% | 1,113,238 | $45.4M |
| Stadion Money Management, LLC | 4.28% | Add +0.7% | 1,054,278 | $43.0M |
| Stifel Financial Corp. | 0.05% | Reduce -3.6% | 1,041,428 | $42.4M |
| Great Valley Advisor Group, Inc. | 0.86% | Reduce -27.8% | 985,613 | $40.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.1% | 946,913 | $38.6M |
| Atlas Private Wealth Advisors | 5.26% | Reduce -38.0% | 926,184 | $37.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -7.6% | 901,646 | $36.8M |
| Dakota Wealth Management | 0.85% | Add +10.2% | 892,073 | $36.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.3% | 891,253 | $36.3M |
| Mason Street Advisors, LLC | 4.43% | No change | 853,500 | $34.8M |
| Truist Financial Corp. | 0.06% | Reduce -9.9% | 847,896 | $34.6M |
| Spinnaker Trust | 2.18% | Reduce -1.8% | 819,443 | $33.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +2.1% | 783,768 | $31.9M |
| Cetera Investment Advisers | 0.06% | Reduce -37.8% | 773,706 | $31.5M |
| Merit Financial Group, LLC | 0.47% | Reduce -20.9% | 771,066 | $31.4M |
| Equitable Holdings, Inc. | 0.30% | Add +2.1% | 767,535 | $31.3M |
| DAVENPORT & Co LLC | 0.18% | Add +8.2% | 743,480 | $30.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.33% | Add +7.3% | 724,357 | $29.5M |
| Patriot Investment Management Group, Inc. | 2.10% | Add +6.1% | 686,735 | $28.0M |
| MBB Public Markets I LLC | 3.15% | Add +0.0% | 669,768 | $27.3M |
| Waller Financial Planning Group, Inc. | 7.65% | Reduce -17.7% | 668,273 | $27.2M |
| Obermeyer Wealth Partners | 1.40% | Reduce -6.0% | 642,354 | $26.2M |
| Assetmark, Inc. | 0.07% | Reduce -24.3% | 623,097 | $25.4M |
| Crews Bank & Trust | 4.29% | Add +2.4% | 617,736 | $25.2M |
| Peterson Wealth Advisors, LLC | 4.80% | Reduce -0.0% | 682,022 | $24.8M |
| Focus Financial Network, Inc. | 1.02% | Add +1.8% | 609,513 | $24.8M |
| Hughes Financial Services, LLC | 4.82% | Reduce -1.4% | 602,705 | $24.6M |
| Good Life Advisors, LLC | 1.67% | Add +5.0% | 582,288 | $23.7M |
| Corient Private Wealth LP | 0.04% | Reduce -2.9% | 563,324 | $23.0M |
| Abound Financial, LLC | 11.59% | Add +5.5% | 562,256 | $22.9M |
| Compton Financial Group, LLC | 6.55% | New | 558,328 | $22.8M |
| First Command Advisory Services, Inc. | 0.22% | Add +16.5% | 557,255 | $22.7M |
| Fund Evaluation Group, LLC | 0.98% | Reduce -78.3% | 556,695 | $22.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -28.5% | 541,691 | $22.1M |
| Mariner, LLC | 0.04% | Reduce -3.0% | 532,979 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +0.0% | 507,130 | $20.7M |
| GM Advisory Group, LLC | 1.10% | Add +8.2% | 501,307 | $20.4M |
| Avior Wealth Management, LLC | 0.75% | Add +2.0% | 484,962 | $19.8M |
| St Germain D J Co. Inc. | 0.90% | Add +9.1% | 471,224 | $19.2M |
| Garrett Wealth Advisory Group, LLC | 4.29% | Add +5.5% | 470,879 | $19.2M |
| Retirement Financial Solutions, LLC | 7.29% | Add +5.6% | 459,649 | $18.7M |
| McNamara Financial Services, Inc. | 3.89% | Reduce -0.2% | 444,075 | $18.1M |
| Savant Capital, LLC | 0.15% | Reduce -31.8% | 425,739 | $17.4M |
| Flagship Harbor Advisors, LLC | 0.90% | Add +24.8% | 419,263 | $17.1M |
| RKL Wealth Management LLC | 1.58% | Add +171.1% | 411,535 | $16.8M |
| One Day In July LLC | 1.68% | Add +24.2% | 411,441 | $16.8M |
| Octavia Wealth Advisors, LLC | 1.96% | Add +130.5% | 395,581 | $16.1M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.21% | Add +2.0% | 384,956 | $15.7M |
| JNBA Financial Advisors | 1.62% | Reduce -27.2% | 384,094 | $15.7M |
| Shepherd Financial Partners LLC | 1.78% | Add +735.7% | 372,362 | $15.2M |
| Berkshire Asset Management LLC | 0.72% | Add +5.8% | 369,762 | $14.9M |
| Allen Capital Group, LLC | 1.69% | Add +2.7% | 361,813 | $14.7M |
| OneDigital Investment Advisors LLC | 0.17% | Add +0.0% | 356,354 | $14.5M |
| Impact Partnership Wealth, LLC | 3.05% | Add +34.0% | 350,684 | $14.3M |
| Geneos Wealth Management Inc. | 0.47% | Add +6.1% | 347,353 | $14.2M |
| Financial Gravity Asset Management, Inc. | 3.08% | — | 346,006 | $14.1M |
| Oarsman Capital, Inc. | 2.53% | Add +14.9% | 345,589 | $14.1M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -18.3% | 286,338 | $14.0M |
| Avidian Wealth Enterprises, LLC | 0.62% | Add +3.1% | 342,229 | $13.9M |
| Boston Standard Wealth Management, LLC | 3.07% | Reduce -5.2% | 335,826 | $13.9M |
| Financial Security Advisor, Inc. | 3.52% | Reduce -4.4% | 340,146 | $13.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -33.4% | 320,182 | $13.1M |
| Legacy Edge Advisors, LLC | 2.01% | Add +3.0% | 315,901 | $12.9M |
| Carnegie Investment Counsel | 0.30% | Add +1.1% | 348,659 | $12.7M |
| Pure Financial Advisors, LLC | 0.26% | Add +21.9% | 304,032 | $12.4M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -37.3% | 297,078 | $12.1M |
| Trilogy Capital Inc. | 0.63% | Reduce -2.8% | 295,691 | $12.1M |
| WBH Advisory Inc. | 1.12% | Add +1.8% | 295,333 | $12.0M |
| OneAscent Financial Services LLC | 0.78% | Add +2.3% | 293,465 | $12.0M |
| Signal Advisors Wealth, LLC | 1.15% | Add +19.9% | 288,663 | $11.8M |
| Cornerstone Advisors Asset Management, LLC | 2.38% | Add +14.6% | 284,873 | $11.6M |
| Banco Santander, S.A. | 0.13% | Reduce -5.1% | 283,979 | $11.6M |
| United Asset Strategies, Inc. | 1.07% | Add +5.0% | 282,523 | $11.5M |
| Syntegra Private Wealth Group, LLC | 1.31% | Add +4817.9% | 275,305 | $11.2M |
| IHT Wealth Management, LLC | 0.35% | Reduce -32.0% | 273,823 | $11.2M |
| TPG Financial Advisors, LLC | 4.84% | Add +32.6% | 268,693 | $11.0M |
| Windsor Capital Management, LLC | 3.33% | Add +3.2% | 265,887 | $10.8M |
| Citadel Advisors | 0.01% | Add +201.8% | 265,844 | $10.8M |
| Modern Wealth Management, LLC | 0.34% | Add +0.7% | 263,472 | $10.7M |
| Cary Street Partners Financial LLC | 0.34% | Reduce -59.0% | 262,206 | $10.7M |
| Evermay Wealth Management LLC | 1.39% | Add +5.3% | 260,453 | $10.6M |
| Taylor & Morgan Wealth Management, LLC | 7.93% | Add +0.6% | 257,946 | $10.5M |
| KWB Wealth | 1.26% | Reduce -7.6% | 232,744 | $10.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.2% | 249,918 | $10.2M |
| MML Investors Services, LLC | 0.03% | Reduce -4.4% | 249,782 | $10.2M |
| Valeo Financial Advisors, LLC | 0.28% | Reduce -3.1% | 249,127 | $10.2M |
| Foguth Wealth Management, LLC. | 2.38% | Add +17.9% | 240,246 | $9.8M |
| UNIVEST FINANCIAL Corp | 0.62% | Add +5.4% | 233,975 | $9.5M |
| Park Avenue Securities LLC | 0.12% | Reduce -17.8% | 231,154 | $9.4M |
| Aspire Capital Advisors LLC | 2.80% | Reduce -4.6% | 230,518 | $9.4M |
| Western Wealth Management, LLC | 0.61% | Reduce -21.5% | 227,015 | $9.3M |
| Austin Private Wealth, LLC | 0.79% | Reduce -21.8% | 217,086 | $8.8M |
| Fifth Third Bancorp | 0.03% | Add +57.9% | 215,039 | $8.8M |
| Allworth Financial LP | 0.05% | Reduce -16.1% | 220,096 | $8.6M |
| Mgo One Seven LLC | 0.33% | Add +15.2% | 210,032 | $8.6M |
| D.A. Davidson & Co. | 0.07% | Add +2.4% | 209,273 | $8.5M |
| North Star Asset Management Inc. | 0.38% | Reduce -14.1% | 205,741 | $8.4M |
| Morningstar Investment Management LLC | 0.71% | Add +60.0% | 204,125 | $8.3M |
| Sterling Investment Advisors, Ltd. | 1.99% | Add +6.4% | 79,424 | $8.3M |
| Montz Harcus Wealth Management LLC | 4.52% | Add +8.7% | 203,119 | $8.3M |
| Financial Insights, Inc. | 3.28% | Add +14.7% | 201,976 | $8.2M |
| Cahaba Wealth Management, Inc. | 0.68% | Add +3.4% | 201,043 | $8.2M |
| RVW Wealth, LLC | 0.77% | Reduce -19.5% | 200,168 | $8.2M |
| Pachira Investments Inc. | 5.51% | Reduce -1.5% | 193,066 | $7.8M |
| Advisor OS, LLC | 0.88% | Reduce -12.9% | 189,249 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -5.0% | 188,827 | $7.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.7% | 188,058 | $7.7M |
| Gladstone Institutional Advisory LLC | 0.35% | Add +12.0% | 182,322 | $7.4M |
| Private Wealth Group, LLC | 4.34% | Reduce -0.5% | 181,265 | $7.4M |
| Morningstar Investment Services LLC | 1.35% | Reduce -2.6% | 180,530 | $7.4M |
| Wrapmanager Inc. | 1.93% | Add +2.1% | 180,302 | $7.3M |
| PSI Advisors, LLC | 2.33% | Add +4.0% | 175,532 | $7.2M |
| United Capital Financial Advisors, LLC | 0.06% | Add +325.6% | 173,708 | $7.1M |
| Exchange Capital Management, Inc. | 1.13% | Add +11.3% | 170,720 | $7.0M |
| Tortoise Investment Management, LLC | 0.72% | Add +9.5% | 169,691 | $6.9M |
| Berkeley Capital Partners, LLC | 1.84% | Reduce -0.3% | 164,399 | $6.7M |
| 1248 Management, LLC | 2.86% | Add +32.9% | 149,755 | $6.7M |
| International City Management Association Retirement Corp | 3.73% | New | 161,660 | $6.6M |
| Diversify Wealth Management, LLC | 0.48% | Add +8.4% | 163,705 | $6.4M |
| Collier Financial | 5.42% | Add +2316.6% | 156,474 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -34.8% | 154,042 | $6.3M |
| Leslie Global Wealth, LLC | 3.01% | Add +7.1% | 151,510 | $6.2M |
| Larson Financial Group LLC | 0.29% | Reduce -6.9% | 148,324 | $6.0M |
| Strategic Financial Concepts, LLC | 1.13% | Add +6.7% | 147,604 | $6.0M |
| Asset Management Group, Inc. | 1.11% | Reduce -0.6% | 147,563 | $6.0M |
| Financial Counselors Inc. | 0.09% | Add +16.9% | 142,817 | $5.8M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.16% | No change | 142,585 | $5.8M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -0.6% | 140,670 | $5.7M |
| Bensler, LLC | 0.71% | Add +9.5% | 139,339 | $5.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -35.8% | 137,604 | $5.6M |
| Advisor Resource Council | 0.44% | New | 137,440 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +10.1% | 132,066 | $5.4M |
| Cornerstone Wealth Management, LLC | 0.36% | Reduce -2.2% | 129,699 | $5.3M |
| Sharkey, Howes & Javer | 0.75% | Add +18.1% | 128,875 | $5.3M |
| Warren Street Wealth Advisors, LLC | 2.00% | Add +6.8% | 125,428 | $5.1M |
| Debussy Capital Management LP | 0.82% | Add +5.1% | 124,427 | $5.1M |
| RFG Advisory, LLC | 0.14% | Reduce -7.1% | 124,157 | $5.1M |
| Parkside Financial Bank & Trust | 0.63% | Add +21.1% | 121,043 | $4.9M |
| IAG Wealth Partners, LLC | 0.76% | Add +12.6% | 119,817 | $4.9M |
| Orange Investment Advisors, Inc. | 0.58% | Add +10.3% | 118,858 | $4.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +75.0% | 117,400 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -11.7% | 116,394 | $4.7M |
| Farther Finance Advisors, LLC | 0.12% | Add +73.7% | 115,145 | $4.7M |
| Waverly Advisors, LLC | 0.06% | Add +0.9% | 115,115 | $4.7M |
| Brown Advisory Inc. | 0.01% | Add +148.1% | 115,047 | $4.7M |
| 49 Wealth Management, LLC | 0.56% | Reduce -87.2% | 113,814 | $4.6M |
| 1900 Wealth Management LLC | 0.39% | Reduce -23.7% | 113,714 | $4.6M |
| Perennial Investment Advisors, LLC | 0.52% | Reduce -26.1% | 113,602 | $4.6M |
| Millington Financial Advisors, LLC | 2.82% | Reduce -3.0% | 123,594 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Reduce -2.6% | 109,702 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.0% | 109,561 | $4.5M |
| Strategic Financial Planning, Inc. | 3.07% | Add +6.9% | 109,160 | $4.4M |
| Resonant Capital Advisors, LLC | 0.30% | Add +3.7% | 106,511 | $4.3M |
| Ironwood Wealth Management, LLC. | 1.33% | Reduce -10.3% | 106,461 | $4.3M |
| Hofer & Associates. Inc | 2.90% | Add +4.2% | 104,755 | $4.3M |
| Gibbs Wealth Management | 1.02% | Add +15.8% | 104,116 | $4.2M |
| MJP Associates Inc. | 0.76% | Reduce -23.9% | 103,876 | $4.2M |
| California First Leasing Corp. | 1.86% | No change | 103,485 | $4.2M |
| Paulson Wealth Management Inc. | 1.17% | Add +2.5% | 101,894 | $4.2M |
| Pecaut & Co. | 1.39% | Add +5.9% | 100,426 | $4.1M |
| Shum Financial Group, Inc. | 3.51% | Add +0.8% | 99,612 | $4.1M |
| Cerity Partners LLC | 0.01% | Reduce -6.5% | 99,537 | $4.1M |
| Portside Wealth Group, LLC | 0.65% | Add +7.9% | 97,072 | $4.0M |
| Rainier Family Wealth Inc. | 4.56% | Add +9.2% | 95,039 | $3.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.6% | 93,486 | $3.8M |
| Arkansas Financial Group, Inc. | 0.65% | Add +6.8% | 102,617 | $3.8M |
| SCS Capital Management LLC | 0.05% | New | 90,399 | $3.7M |
| Garden State Investment Advisory Services LLC | 1.13% | Add +5.0% | 86,692 | $3.5M |
| 626 Financial, LLC | 1.82% | Reduce -2.3% | 86,526 | $3.5M |
| Hibernia Wealth Partners, LLC | 2.50% | Reduce -25.4% | 86,258 | $3.5M |
| SPC Financial, Inc. | 0.31% | Add +3.6% | 85,347 | $3.5M |
| Founders Financial Alliance, LLC | 0.83% | Add +8.4% | 84,123 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -11.4% | 83,226 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +139.9% | 82,952 | $3.4M |
| Breakwater Capital Group | 0.60% | Add +17.5% | 82,817 | $3.4M |
| Wealth Management Resources, Inc. | 1.20% | Add +4.3% | 81,039 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +2.5% | 81,020 | $3.3M |
| CSM Advisors, LLC | 0.18% | No change | 80,752 | $3.3M |
| WNY Asset Management, LLC | 0.39% | Add +3.7% | 79,565 | $3.2M |
| Napatree Capital LLC | 1.79% | Add +11.3% | 78,157 | $3.2M |
| Sage Financial Management Group, Inc. | 1.16% | Reduce -1.5% | 78,055 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +395.9% | 77,648 | $3.2M |
| Diversify Advisory Services, LLC | 0.20% | Add +14.9% | 79,603 | $3.1M |
| VestGen Advisors, LLC | 0.14% | — | 76,632 | $3.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -3.0% | 76,381 | $3.1M |
| SilverOak Wealth Management LLC | 0.67% | Add +8.2% | 76,201 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.20% | Add +92.4% | 75,450 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +4.0% | 74,869 | $3.1M |
| Modera Wealth Management, LLC | 0.04% | Reduce -3.4% | 74,377 | $3.0M |
| New York Life Investment Management LLC | 0.03% | Add +5.0% | 74,333 | $3.0M |
| Chicago Partners Investment Group LLC | 0.10% | Add +16.5% | 76,152 | $3.0M |
| Marmo Financial Group, LLC | 1.65% | Reduce -10.1% | 74,109 | $3.0M |
| Destiny Capital Corp | 2.06% | Reduce -20.2% | 74,100 | $3.0M |
| Legacy Solutions, LLC | 3.29% | Add +3.6% | 73,238 | $3.0M |
| RMR Capital Management, LLC | 2.15% | Add +0.4% | 73,094 | $3.0M |
| M Holdings Securities, Inc. | 0.49% | Reduce -0.9% | 72,157 | $2.9M |
| Wealth Advisory Solutions, LLC | 0.78% | Add +3.2% | 71,968 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +22.5% | 71,791 | $2.9M |
| Nottingham Advisors, Inc. | 0.45% | Add +24.2% | 71,703 | $2.9M |
| Focus Partners Wealth | 0.01% | Reduce -6.3% | 71,561 | $2.9M |
| Colton Groome Financial Advisors, LLC | 1.13% | Reduce -15.5% | 74,208 | $2.9M |
| CVFG LLC | 2.62% | Add +6.3% | 70,668 | $2.9M |
| Goodman Financial Corp | 0.62% | Add +2.9% | 70,377 | $2.9M |
| DDFG, Inc | 0.79% | Add +8.3% | 70,340 | $2.9M |
| Lido Advisors, LLC | 0.02% | Add +20.6% | 70,321 | $2.9M |
| Broadway Wealth Solutions, Inc. | 2.09% | Add +11.3% | 70,231 | $2.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -11.6% | 80,887 | $2.9M |
| AlphaStar Capital Management, LLC | 0.29% | Reduce -71.2% | 69,830 | $2.8M |
| Annex Advisory Services, LLC | 0.08% | Reduce -57.5% | 68,847 | $2.8M |
| Sowell Financial Services LLC | 0.13% | Add +10.2% | 68,785 | $2.8M |
| Olympus Wealth Management, LLC | 1.22% | New | 68,038 | $2.8M |
| Liberty Square Wealth Partners LLC | 1.02% | Reduce -5.8% | 65,756 | $2.7M |
| Northeast Financial Consultants Inc | 0.12% | Reduce -3.5% | 65,630 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.6% | 65,208 | $2.7M |
| Capital Analysts, LLC | 0.10% | Reduce -93.2% | 65,136 | $2.7M |
| Sherman Asset Management, Inc. | 2.53% | Add +9.0% | 64,974 | $2.6M |
| Disciplined Investors, L.L.C. | 2.37% | Reduce -2.2% | 64,478 | $2.6M |
| Meridian Financial Advisors, LLC | 1.84% | Add +3.7% | 64,208 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.53% | Reduce -61.0% | 64,040 | $2.6M |
| Compass Wealth Management LLC | 0.66% | Add +9.5% | 63,835 | $2.6M |
| CFM Wealth Partners LLC | 0.46% | Reduce -0.5% | 63,576 | $2.6M |
| Synergy Investment Management, LLC | 1.06% | Add +5.6% | 62,235 | $2.5M |
| BCGM Wealth Management, LLC | 0.77% | Reduce -4.2% | 61,857 | $2.5M |
| Legacy Private Trust Co. | 0.17% | Add +5.8% | 61,788 | $2.5M |
| Tidal Investments LLC | 0.02% | New | 61,074 | $2.5M |
| Golden State Wealth Management, LLC | 0.37% | Add +13.3% | 60,758 | $2.5M |
| G&S Capital LLC | 1.05% | Add +5.3% | 60,621 | $2.5M |
| DHK Financial Advisors, Inc. | 1.34% | Add +0.4% | 60,107 | $2.4M |
| ArborFi Advisors, LLC | 2.42% | Add +3.3% | 59,893 | $2.4M |
| Flynn Zito Capital Management, LLC | 1.10% | Reduce -29.4% | 58,878 | $2.4M |
| Financial Advocates Investment Management | 0.17% | Reduce -28.8% | 58,513 | $2.4M |
| SkyOak Wealth, LLC | 0.52% | Reduce -2.7% | 58,273 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -2.6% | 58,222 | $2.4M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +0.4% | 58,191 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -11.0% | 57,645 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -18.5% | 57,301 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -19.3% | 57,139 | $2.3M |
| Stratos Wealth Advisors, LLC | 0.13% | Add +17.7% | 57,011 | $2.3M |
| Private Trust Co. NA | 0.24% | Add +8.4% | 57,000 | $2.3M |
| Clarus Wealth Advisors | 1.24% | Add +19.6% | 60,334 | $2.3M |
| Summit Global Investments | 0.17% | New | 56,741 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.04% | Reduce -0.1% | 56,702 | $2.3M |
| TFG Advisers LLC | 0.83% | Add +1.2% | 56,393 | $2.3M |
| Knightsbridge Asset Management, LLC | 0.59% | Reduce -4.3% | 55,447 | $2.3M |
| FMR LLC | 0.00% | Add +12.0% | 55,079 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Reduce -24.8% | 55,075 | $2.2M |
| Moneco Advisors, LLC | 0.23% | Add +7.0% | 53,553 | $2.2M |
| Fiduciary Group, LLC | 0.22% | Add +42.3% | 53,174 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +6.3% | 53,121 | $2.2M |
| Jacobi Capital Management LLC | 0.16% | Add +6.8% | 53,007 | $2.2M |
| Caliber Wealth Management, LLC / KS | 0.29% | — | 52,542 | $2.1M |
| &partners | 0.02% | Add +27.3% | 52,729 | $2.1M |
| Legend Financial Advisors, Inc. | 1.57% | Reduce -38.5% | 52,353 | $2.1M |
| Opal Wealth Advisors, LLC | 0.66% | Add +16.2% | 52,240 | $2.1M |
| Elgethun Capital Management | 0.47% | Add +59.2% | 51,968 | $2.1M |
| NorthRock Partners, LLC | 0.07% | Reduce -0.7% | 51,282 | $2.1M |
| Syon Capital LLC | 0.17% | Add +1.0% | 51,250 | $2.1M |
| Bill Few Associates, Inc. | 0.75% | Add +6.6% | 51,193 | $2.1M |
| Stone Summit Wealth LLC | 0.71% | Add +0.4% | 51,132 | $2.1M |
| Towercrest Capital Management | 0.40% | Reduce -0.7% | 51,002 | $2.1M |
| Transamerica Financial Advisors, LLC | 0.21% | Reduce -20.2% | 50,486 | $2.1M |
| Wealthcare Capital Partners, LLC | 1.06% | Add +10.1% | 50,411 | $2.1M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.5% | 50,149 | $2.0M |
| IFG Advisors, LLC | 0.39% | Reduce -1.4% | 49,962 | $2.0M |
| Ascentis Independent Advisors | 0.40% | Add +12.2% | 49,808 | $2.0M |
| Blair William & Co. | 0.01% | Reduce -2.8% | 49,332 | $2.0M |
| Affinity Capital Advisors, LLC | 0.40% | Reduce -4.8% | 53,986 | $2.0M |
| Principal Securities, Inc. | 0.04% | No change | 44,571 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 49,001 | $2.0M |
| Voisard Asset Management Group, Inc. | 0.58% | Reduce -42.6% | 48,511 | $2.0M |
| Rothschild Wealth LLC | 0.55% | Add +35.2% | 52,045 | $2.0M |
| IFP Advisors, Inc | 0.06% | Reduce -8.7% | 48,197 | $2.0M |
| RiverFront Investment Group, LLC | 0.04% | Add +112.2% | 47,279 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Add +12.3% | 46,336 | $1.9M |
| Landmark Wealth Management, Inc. | 0.89% | Reduce -45.5% | 45,799 | $1.9M |
| Lunt Capital Management, Inc. | 0.68% | Add +6.1% | 45,548 | $1.9M |
| Stablepoint Partners, LLC | 0.34% | Add +36.7% | 45,452 | $1.9M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -73.0% | 45,400 | $1.9M |
| Nicolet Advisory Services, LLC | 0.18% | Add +21.0% | 50,298 | $1.9M |
| Plan A Wealth LLC | 1.43% | Reduce -24.3% | 45,296 | $1.8M |
| Prairie Sky Financial Group LLC | 1.08% | Reduce -1.5% | 44,793 | $1.8M |
| NovaPoint Capital, LLC | 0.56% | Add +0.7% | 44,644 | $1.8M |
| MFA Wealth Services | 1.49% | Reduce -32.1% | 44,329 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +25.0% | 44,207 | $1.8M |
| F/m Investments LLC | 0.07% | No change | 43,671 | $1.8M |
| WCG Wealth Advisors LLC | 0.14% | Reduce -30.7% | 43,670 | $1.8M |
| IFG Advisory, LLC | 0.10% | Add +9.7% | 43,558 | $1.8M |
| Defined Wealth Management, LLC | 1.19% | Add +0.2% | 43,469 | $1.8M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.7% | 43,173 | $1.8M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +146.7% | 43,055 | $1.8M |
| Securian Asset Management, Inc. | 0.05% | Reduce -24.1% | 43,024 | $1.8M |
| Alliance Wealth Management Group | 0.47% | Reduce -0.6% | 42,850 | $1.7M |
| Wealthcare Capital Management LLC | 0.18% | Reduce -6.8% | 42,748 | $1.7M |
| Tandem Investment Partners LLC | 1.72% | Reduce -3.4% | 42,653 | $1.7M |
| Franklin Resources Inc. | 0.00% | No change | 42,590 | $1.7M |
| Wealthquest Corp | 0.14% | Reduce -36.9% | 42,355 | $1.7M |
| Idaho Trust Co | 0.70% | New | 41,951 | $1.7M |
| Manhattan West Asset Management, LLC | 0.44% | Add +0.8% | 41,907 | $1.7M |
| Aspire Private Capital, LLC | 0.42% | Reduce -58.7% | 41,307 | $1.7M |
| Alta Wealth Advisors LLC | 0.77% | Reduce -1.2% | 40,885 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.19% | Reduce -1.3% | 40,626 | $1.7M |
| WESCAP Management Group, Inc. | 0.40% | Reduce -6.4% | 40,555 | $1.7M |
| Charter Research & Investment Group, Inc. | 1.26% | Add +477.9% | 40,340 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -19.9% | 40,271 | $1.6M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -1.1% | 40,191 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.22% | Reduce -12.6% | 39,609 | $1.6M |
| Naples Global Advisors, LLC | 0.15% | Add +3.6% | 39,593 | $1.6M |
| Marathon Strategic Advisors, LLC | 1.72% | Add +4.4% | 39,277 | $1.6M |
| Crescent Grove Advisors, LLC | 0.17% | Add +0.0% | 39,178 | $1.6M |
| Integrity Financial Corp | 0.90% | Add +0.3% | 38,884 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.4% | 38,145 | $1.6M |
| Higgins & Schmidt Wealth Strategies LLC | 0.91% | Reduce -1.6% | 37,812 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -56.6% | 37,405 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Reduce -6.0% | 37,378 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.7% | 37,260 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.7% | 37,260 | $1.5M |
| Coastwise Capital Group, LLC | 1.27% | Add +73.0% | 37,132 | $1.5M |
| Engineers Gate Manager LP | 0.03% | New | 37,100 | $1.5M |
| Lebenthal Global Advisors, LLC | 0.28% | Add +5.5% | 36,404 | $1.5M |
| Shoker Investment Counsel, Inc. | 0.50% | Add +1.1% | 36,310 | $1.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 0.66% | Add +4.8% | 36,302 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.1% | 36,125 | $1.5M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -30.5% | 34,514 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.3% | 34,066 | $1.4M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 33,820 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -16.9% | 33,323 | $1.4M |
| ARS Investment Partners, LLC | 0.12% | No change | 30,068 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +6.2% | 32,866 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +14.5% | 33,788 | $1.3M |
| Comerica Bank | 0.01% | Add +12.1% | 32,843 | $1.3M |
| Brown Miller Wealth Management, LLC | 0.46% | New | 32,743 | $1.3M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -38.2% | 32,692 | $1.3M |
| Lee, Kelleher & Klein Wealth Management | 0.98% | No change | 32,643 | $1.3M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -2.5% | 32,581 | $1.3M |
| Headinvest, LLC | 0.26% | Add +25.4% | 32,448 | $1.3M |
| Nikulski Financial, Inc. | 0.40% | Reduce -1.2% | 32,424 | $1.3M |
| AQR Capital Management | 0.00% | Add +85.6% | 32,227 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +3.1% | 32,183 | $1.3M |
| Commerce Bank | 0.01% | Add +3.8% | 31,401 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Reduce -10.9% | 31,022 | $1.3M |
| Deltec Asset Management LLC | 0.27% | No change | 31,000 | $1.3M |
| Topel & Distasi Wealth Management, LLC | 0.58% | Reduce -17.5% | 30,733 | $1.3M |
| Gotham Asset Management | 0.01% | Add +17.4% | 30,639 | $1.2M |
| Whalerock Point Partners, LLC | 0.30% | No change | 30,488 | $1.2M |
| Blue Fin Capital, Inc. | 0.24% | Reduce -1.1% | 30,340 | $1.2M |
| TKG Advisors, LLC | 0.61% | Add +3.1% | 30,169 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.47% | Reduce -11.5% | 29,968 | $1.2M |
| Wealth Advisors of Iowa, LLC | 0.52% | Add +28.6% | 29,953 | $1.2M |
| TD Capital Management LLC | 0.12% | Reduce -2.6% | 29,886 | $1.2M |
| Range Financial Group LLC | 0.54% | Reduce -0.0% | 29,856 | $1.2M |
| FF Advisors,LLC | 0.69% | Reduce -13.1% | 30,467 | $1.2M |
| Scarborough Advisors, LLC | 0.17% | Reduce -13.4% | 29,637 | $1.2M |
| MBM Wealth Consultants, LLC | 0.35% | Add +4.9% | 29,410 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -52.6% | 28,959 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | No change | 28,718 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 25,614 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | Add +1.9% | 28,610 | $1.2M |
| Kagan Cocozza Asset Management | 0.94% | Reduce -0.9% | 28,279 | $1.2M |
| Integrity Wealth Solutions LLC | 0.62% | Reduce -4.7% | 28,177 | $1.1M |
| First Horizon Advisors, Inc. | 0.03% | No change | 28,100 | $1.1M |
| Tidemark, LLC | 0.42% | Add +14.4% | 28,099 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +4.1% | 27,932 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Add +9.8% | 27,830 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.43% | Add +6.8% | 27,288 | $1.1M |
| Southeast Asset Advisors, LLC | 0.14% | No change | 27,280 | $1.1M |
| Seeds Investor LLC | 0.31% | New | 27,250 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -56.4% | 26,331 | $1.1M |
| Davies Financial Advisors, Inc. | 0.91% | Add +8.7% | 26,212 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 26,103 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -17.1% | 25,886 | $1.1M |
| Investment Planning Advisors, Inc. | 0.42% | Reduce -84.6% | 25,182 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +11.3% | 24,703 | $1.0M |
| Orin Green Financial, LLC | 0.47% | New | 27,326 | $1.0M |
| Guidance Capital, Inc. | 0.30% | Reduce -0.8% | 24,560 | $987K |
| River Street Advisors LLC | 0.49% | Reduce -1.3% | 24,195 | $986K |
| AGH Wealth Advisors, LLC | 0.94% | Reduce -2.9% | 23,972 | $978K |
| Gilman Hill Asset Management, LLC | 0.17% | No change | 23,695 | $966K |
| McMill Wealth Management | 0.35% | Add +6.6% | 23,645 | $964K |
| Values Added Financial LLC | 0.53% | Add +4.1% | 23,630 | $963K |
| SOL Capital Management CO | 0.11% | Add +1.3% | 23,394 | $954K |
| Key Financial Inc | 0.21% | Add +8.1% | 23,392 | $953K |
| Armbruster Capital Management, Inc. | 0.19% | Reduce -1.0% | 23,097 | $941K |
| Ieq Capital, LLC | 0.01% | New | 22,804 | $930K |
| Millennium Management | 0.00% | New | 22,739 | $927K |
| Adams Wealth Management | 0.18% | Add +60.0% | 22,567 | $920K |
| CacheTech Inc. | 0.18% | Add +60.0% | 22,567 | $920K |
| Sunpointe, LLC | 0.49% | Add +1.4% | 22,355 | $911K |
| Colonial River Investments, LLC | 0.50% | Reduce -10.3% | 22,162 | $903K |
| Clearstead Advisors, LLC | 0.01% | Add +18.3% | 22,108 | $901K |
| Signet Financial Management, LLC | 0.12% | Add +177.8% | 21,849 | $891K |
| Courier Capital LLC | 0.06% | Add +25.9% | 21,573 | $879K |
| Sound Income Strategies, LLC | 0.05% | Add +2.6% | 21,526 | $877K |
| IMA Advisory Services, Inc. | 0.10% | Reduce -82.9% | 21,493 | $876K |
| Apella Capital, LLC | 0.03% | Add +0.0% | 22,566 | $867K |
| Money Concepts Capital Corp. | 0.06% | Add +5.3% | 21,140 | $862K |
| Wulff, Hansen & Co. | 0.78% | No change | 21,075 | $859K |
| Independent Advisor Alliance | 0.03% | Reduce -98.5% | 21,037 | $857K |
| Corrigan Financial, Inc. | 0.17% | Add +0.4% | 20,747 | $846K |
| Benjamin Edwards Inc. | 0.01% | Add +16.7% | 20,685 | $843K |
| Richmond Investment Services, LLC | 0.45% | Add +157.2% | 20,337 | $829K |
| Denver Wealth Management, Inc. | 0.38% | Reduce -7.8% | 20,328 | $829K |
| XY Planning Network, Inc. | 0.55% | New | 20,204 | $824K |
| Seaside Wealth Management, Inc. | 0.29% | Add +1.4% | 20,194 | $823K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -0.1% | 20,117 | $820K |
| Drucker Wealth 3.0, LLC | 0.18% | Add +42.0% | 20,097 | $819K |
| MidAtlantic Capital Management, Inc. | 0.63% | No change | 19,786 | $806K |
| American Investment Services, Inc. | 0.14% | No change | 19,684 | $802K |
| White Pine Capital LLC | 0.28% | Add +0.7% | 19,631 | $800K |
| Richardson Financial Services Inc. | 0.60% | Reduce -32.0% | 19,472 | $794K |
| Verus Capital Partners, LLC | 0.08% | Add +4.5% | 19,303 | $787K |
| BIP Wealth, LLC | 0.05% | Reduce -12.9% | 19,250 | $785K |
| Pitcairn Co. | 0.05% | New | 19,037 | $776K |
| Compound Planning, Inc. | 0.04% | Add +130.5% | 18,856 | $769K |
| Trinity Wealth Management, LLC | 0.35% | Add +2.7% | 18,789 | $766K |
| Keener Financial Planning LLC | 0.50% | Reduce -11.8% | 18,763 | $764K |
| Alliance Wealth Advisors, LLC | 0.20% | Add +4.9% | 18,714 | $763K |
| Blueprint Investment Partners LLC | 0.14% | Reduce -53.2% | 18,439 | $752K |
| Gateway Wealth Partners, LLC | 0.17% | Add +0.8% | 18,437 | $751K |
| Axis Wealth Partners, LLC | 0.55% | Add +1.2% | 18,333 | $747K |
| Precedent Wealth Partners, LLC | 0.21% | Reduce -35.3% | 18,293 | $746K |
| Penobscot Wealth Management | 0.31% | Reduce -34.1% | 18,266 | $745K |
| Two Sigma Investments, LP | 0.00% | New | 17,982 | $733K |
| Capstone Wealth Management Group, LLC | 0.42% | Reduce -52.7% | 17,889 | $729K |
| Sei Investments Co. | 0.00% | Reduce -0.7% | 17,828 | $727K |
| Centaurus Financial, Inc. | 0.04% | Add +2.3% | 17,664 | $720K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.2% | 17,596 | $717K |
| Jones Financial Companies LLLP | 0.00% | Add +40.0% | 17,611 | $715K |
| Abbot Financial Management, Inc. | 0.37% | Add +0.0% | 17,531 | $715K |
| Financial Synergies Wealth Advisors, Inc. | 0.09% | Reduce -1.9% | 17,508 | $714K |
| Johnson Investment Counsel Inc. | 0.01% | Add +1.5% | 17,477 | $712K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -0.2% | 17,467 | $712K |
| Raleigh Capital Management Inc. | 0.32% | Reduce -59.8% | 17,415 | $710K |
| Delta Wealth Advisors LLC | 0.64% | Add +6.1% | 17,314 | $706K |
| Aldebaran Financial Inc. | 0.86% | Reduce -3.9% | 17,253 | $703K |
| Titleist Asset Management, LLC | 0.08% | Add +1.0% | 17,230 | $702K |
| Arkadios Wealth Advisors | 0.03% | Add +25.2% | 17,089 | $697K |
| Koshinski Asset Management, Inc. | 0.06% | Add +40.4% | 17,010 | $693K |
| Advisory Alpha, LLC | 0.02% | Add +21.7% | 16,881 | $688K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +10.4% | 16,870 | $688K |
| HBW Advisory Services LLC | 0.10% | Reduce -12.2% | 16,787 | $684K |
| Municipal Employees' Retirement System of Michigan | 0.01% | No change | 16,642 | $678K |
| Collaborative Wealth Managment Inc. | 0.32% | Reduce -8.7% | 16,577 | $676K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Reduce -6.3% | 16,542 | $674K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +10.8% | 16,276 | $663K |
| SFG Wealth Management, LLC. | 0.32% | Add +2.1% | 16,241 | $662K |
| Ranch Capital Advisors Inc. | 0.31% | Add +1.7% | 16,192 | $660K |
| Quantinno Capital Management LP | 0.00% | Add +94.3% | 16,169 | $659K |
| NewEdge Wealth, LLC | 0.01% | Reduce -49.8% | 16,002 | $652K |
| Worth Financial Advisory Group, LLC | 0.41% | Reduce -10.8% | 15,958 | $650K |
| Swmg, LLC | 0.26% | Add +127.1% | 16,642 | $648K |
| Belpointe Asset Management LLC | 0.03% | Add +100.0% | 15,796 | $644K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -5.2% | 15,778 | $643K |
| Comprehensive Money Management Services LLC | 0.52% | Reduce -2.6% | 15,697 | $640K |
| Columbia River Financial Group, LLC | 0.42% | Add +10.7% | 15,588 | $635K |
| Meridian Wealth Management, LLC | 0.03% | Add +4.5% | 15,509 | $632K |
| CGN Advisors LLC | 0.06% | Reduce -2.7% | 15,505 | $632K |
| Wambolt & Associates, LLC | 0.21% | Add +0.0% | 15,236 | $623K |
| Sunburst Financial Group, LLC | 0.15% | Reduce -0.1% | 15,235 | $621K |
| ERn Financial, LLC | 0.10% | Reduce -11.6% | 15,175 | $619K |
| Summit Investment Advisory Services, LLC | 0.30% | Reduce -20.1% | 15,141 | $617K |
| Silverlake Wealth Management LLC | 0.24% | Add +11.0% | 15,127 | $617K |
| Fourth Dimension Wealth, LLC | 0.30% | Add +6.3% | 15,118 | $616K |
| Alaska Wealth Advisors, LLC | 0.10% | Add +4.0% | 14,883 | $607K |
| Retirement Planning Co of New England, Inc. | 0.30% | Add +0.1% | 14,706 | $599K |
| LexAurum Advisors, LLC | 0.12% | Add +1.3% | 14,638 | $597K |
| Csenge Advisory Group | 0.03% | Reduce -40.2% | 15,811 | $594K |
| Butensky & Cohen Financial Security, Inc. | 0.18% | Add +2.5% | 14,558 | $593K |
| Continental Investors Services, Inc. | 1.16% | Add +7.0% | 14,317 | $584K |
| Apexium Financial, LP | 0.03% | New | 14,217 | $579K |
| Pinnacle Wealth Management, LLC | 0.65% | New | 14,116 | $575K |
| Forefront Wealth Partners, LLC | 0.39% | Add +17.9% | 14,053 | $573K |
| GeoWealth Management, LLC | 0.02% | Reduce -85.8% | 14,023 | $572K |
| Indie Asset Partners, LLC | 0.49% | Reduce -2.3% | 13,988 | $570K |
| Tilson Financial Group, Inc. | 0.23% | Reduce -3.1% | 13,996 | $570K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.7% | 13,928 | $568K |
| Advisory Services Network, LLC | 0.01% | Add +7.8% | 13,885 | $566K |
| Redwood Financial Network Corp | 0.43% | Reduce -1.0% | 13,821 | $563K |
| Procyon Advisors, LLC | 0.03% | Reduce -0.2% | 13,772 | $561K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +61.1% | 13,572 | $553K |
| Nwam LLC | 0.05% | Reduce -12.1% | 13,503 | $550K |
| Brown Financial Advisory | 0.35% | No change | 13,495 | $550K |
| Financial Management Network Inc. | 0.12% | Add +1.0% | 15,087 | $550K |
| Opulen Financial Group LLC | 0.49% | Add +16.8% | 13,274 | $541K |
| McClarren Financial Advisors, Inc. | 0.35% | Reduce -30.4% | 9,047 | $534K |
| Grove Bank & Trust | 0.07% | Reduce -1.1% | 13,068 | $533K |
| Norden Group LLC | 0.06% | Add +4.5% | 12,989 | $529K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -1.2% | 12,975 | $529K |
| Security Financial Services, INC. | 0.10% | Reduce -6.1% | 12,900 | $526K |
| E&G Advisors, LLC | 0.15% | Add +3.9% | 12,826 | $523K |
| Pacific Sun Financial Corp | 0.30% | No change | 12,804 | $522K |
| Horizon Wealth Management, LLC | 0.09% | Add +1.0% | 12,793 | $521K |
| BLB&B Advisors, LLC | 0.03% | No change | 12,705 | $518K |
| PCA Investment Advisory Services Inc. | 0.27% | Add +0.6% | 12,603 | $514K |
| Summit Financial, LLC | 0.01% | New | 12,589 | $513K |
| Fingerlakes Wealth Management, Inc. | 0.44% | Reduce -2.8% | 12,577 | $513K |
| US Financial Advisors, LLC | 0.15% | Reduce -0.1% | 12,558 | $512K |
| Barnes Pettey Financial Advisors, LLC | 0.40% | No change | 12,529 | $511K |
| Claro Advisors Inc. | 0.07% | Add +34.3% | 12,369 | $504K |
| Ascent Group, LLC | 0.02% | Reduce -43.4% | 12,353 | $504K |
| Financial Network Wealth Advisors LLC | 0.66% | Add +2.6% | 12,248 | $499K |
| Private Advisory Group LLC | 0.06% | Add +9.7% | 12,164 | $496K |
| MGB Wealth Management, LLC | 0.18% | Reduce -8.3% | 11,940 | $487K |
| Global Financial Private Client, LLC | 0.19% | Reduce -36.8% | 11,937 | $487K |
| PFG Advisors | 0.03% | Reduce -0.1% | 11,837 | $482K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -4.0% | 11,818 | $482K |
| Advance Capital Management, Inc. | 0.02% | Reduce -5.0% | 11,781 | $480K |
| BCS Wealth Management | 0.12% | Add +0.4% | 11,775 | $480K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -5.0% | 11,479 | $468K |
| Salomon & Ludwin, LLC | 0.05% | Add +622.2% | 11,447 | $467K |
| Midwest Financial Network, LLC | 0.46% | Add +9.0% | 11,400 | $465K |
| Bank of Marin | 0.59% | Add +4.8% | 11,393 | $464K |
| McGuire Investment Group, LLC | 0.07% | No change | 11,357 | $463K |
| GWN Securities Inc. | 0.03% | New | 11,316 | $461K |
| Seros Financial, LLC | 0.34% | Reduce -16.4% | 11,203 | $457K |
| Latitude Advisors, LLC | 0.27% | Add +14.5% | 11,198 | $456K |
| Sovereign Financial Group, Inc. | 0.11% | Reduce -1.9% | 11,193 | $456K |
| Novus Advisors, LLC | 0.46% | Reduce -48.3% | 11,183 | $456K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +60.3% | 11,136 | $454K |
| Lynch & Associates | 0.10% | No change | 11,114 | $453K |
| Sterling Group Wealth Management, LLC | 0.24% | Reduce -28.9% | 11,011 | $449K |
| Savvy Advisors, Inc. | 0.04% | Add +5.5% | 10,955 | $447K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 10,925 | $445K |
| Keybank National Association | 0.00% | Reduce -11.2% | 10,914 | $445K |
| Montis Financial, LLC | 0.13% | Reduce -4.2% | 10,886 | $444K |
| Pinkerton Wealth, LLC | 0.06% | Reduce -62.0% | 10,884 | $444K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.4% | 10,229 | $441K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.9% | 10,807 | $440K |
| Wealthspire Advisors, LLC | 0.00% | Add +10.5% | 10,804 | $440K |
| Stephens Inc. | 0.01% | Reduce -0.7% | 10,713 | $437K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 10,699 | $436K |
| Second Line Capital, LLC | 0.11% | Reduce -5.5% | 10,511 | $428K |
| Graney & King, LLC | 0.32% | Add +0.0% | 10,479 | $427K |
| Sovran Advisors, LLC | 0.06% | Add +136.9% | 11,352 | $426K |
| Old Second National Bank of Aurora | 0.10% | Reduce -0.6% | 10,431 | $425K |
| Templeton & Phillips Capital Management, LLC | 0.30% | No change | 10,381 | $423K |
| ACT Advisors, LLC. | 0.23% | Add +2.3% | 10,308 | $420K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.7% | 10,249 | $418K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -68.7% | 10,203 | $416K |
| Narus Financial Partners, LLC | 0.14% | Reduce -1.7% | 10,200 | $416K |
| Triumph Capital Management | 0.14% | Reduce -20.6% | 10,130 | $413K |
| McIlrath & Eck, LLC | 0.05% | Reduce -18.9% | 10,118 | $412K |
| N.E.W. Advisory Services LLC | 0.03% | Add +52.9% | 10,007 | $408K |
| Mayport, LLC | 0.11% | No change | 10,000 | $408K |
| Mengis Capital Management, Inc. | 0.08% | Add +10.3% | 9,926 | $405K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +11.5% | 9,875 | $403K |
| Interchange Capital Partners, LLC | 0.11% | Reduce -33.1% | 9,796 | $399K |
| Mystic Asset Management, Inc. | 0.11% | Add +10.8% | 9,780 | $399K |
| Paladin Advisory Group, LLC | 0.32% | Reduce -15.4% | 9,741 | $397K |
| MSH Capital Advisors LLC | 0.12% | Reduce -5.1% | 9,722 | $396K |
| Anchor Investment Management, LLC | 0.04% | Reduce -4.0% | 9,713 | $396K |
| Pennington Partners & Co., LLC | 0.23% | New | 9,665 | $394K |
| Vista Investment Management | 0.15% | Add +6.3% | 9,619 | $392K |
| Elite Financial, Inc. | 0.21% | Add +0.0% | 9,596 | $391K |
| Parcion Private Wealth LLC | 0.03% | Reduce -6.8% | 9,550 | $389K |
| Brio Consultants, LLC | 0.06% | Reduce -23.9% | 9,538 | $389K |
| Vawter Financial, Ltd. | 0.22% | No change | 9,455 | $385K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -47.3% | 9,405 | $383K |
| RMR Wealth Builders | 0.04% | Add +0.4% | 9,392 | $383K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -0.2% | 9,379 | $382K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 9,362 | $382K |
| Verdence Capital Advisors LLC | 0.03% | Add +3.3% | 9,353 | $381K |
| Patron Partners, LLC | 0.21% | Reduce -33.6% | 9,342 | $381K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.1% | 9,297 | $379K |
| Brookstone Capital Management | 0.01% | Reduce -4.1% | 9,284 | $378K |
| Vicus Capital | 0.04% | Add +4.8% | 9,249 | $377K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -38.0% | 9,233 | $376K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.3% | 9,168 | $374K |
| Essex Bank | 0.09% | Add +27.3% | 9,156 | $373K |
| Vertex Planning Partners, LLC | 0.08% | Reduce -22.9% | 9,114 | $371K |
| Mutual Advisors, LLC | 0.01% | Reduce -44.3% | 9,535 | $371K |
| Caldwell Trust Co | 0.04% | No change | 9,047 | $369K |
| Moneywise, Inc. | 0.19% | Reduce -2.3% | 8,986 | $366K |
| PAX Financial Group, LLC | 0.06% | Reduce -0.8% | 8,933 | $364K |
| Milestone Asset Management, LLC | 0.08% | Reduce -34.9% | 8,898 | $363K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 8,737 | $355K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -28.9% | 8,522 | $347K |
| Sandy Cove Advisors, LLC | 0.14% | Add +0.9% | 8,514 | $347K |
| Retirement Planning Group, LLC | 0.02% | Add +3.0% | 8,513 | $347K |
| Gradient Investments LLC | 0.01% | New | 8,390 | $342K |
| Acas, LLC | 0.26% | Reduce -3.0% | 8,703 | $342K |
| Northern Trust Corp. | 0.00% | Reduce -3.9% | 8,338 | $340K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $339K |
| Independent Wealth Network Inc. | 0.14% | Add +4.3% | 8,313 | $339K |
| Capital Planning Advisors, LLC | 0.05% | Reduce -45.8% | 8,298 | $338K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.2% | 8,214 | $335K |
| American Financial Advisors, LLC | 0.05% | Add +30.2% | 8,197 | $334K |
| Legacy Advisors, LLC | 0.03% | No change | 8,171 | $333K |
| International Private Wealth Advisors LLC | 0.32% | Reduce -40.3% | 8,128 | $331K |
| Marion Wealth Management | 0.09% | Add +7.0% | 8,019 | $327K |
| Baker Tilly Wealth Management, LLC | 0.13% | Reduce -6.5% | 8,000 | $326K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $326K |
| Van Den Berg Management I, Inc. | 0.10% | Reduce -2.5% | 7,944 | $324K |
| Harmony Asset Management LLC | 0.14% | Reduce -10.6% | 7,930 | $323K |
| Fusion Family Wealth, LLC | 0.03% | Add +0.7% | 7,913 | $323K |
| Oakwell Private Wealth Management, LLC | 0.09% | No change | 7,911 | $322K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 7,888 | $322K |
| Hilltop Holdings Inc. | 0.02% | Reduce -41.0% | 7,861 | $320K |
| Ehrlich Financial Group | 0.23% | Reduce -46.4% | 7,861 | $320K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.1% | 7,827 | $319K |
| Vantage Investment Partners, LLC | 0.03% | No change | 7,825 | $319K |
| Laraway Financial Advisors Inc | 0.25% | Reduce -0.8% | 7,765 | $317K |
| Wallace Advisory Group, LLC | 0.22% | Add +44.1% | 7,034 | $316K |
| Purkiss Capital Advisors LLC | 0.24% | Reduce -43.6% | 7,716 | $315K |
| Marshall Wace, LLP | 0.00% | New | 7,710 | $314K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -18.6% | 7,672 | $313K |
| HM Payson & Co. | 0.01% | Add +13.3% | 7,666 | $312K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -2.5% | 7,662 | $312K |
| WealthPLAN Partners, LLC | 0.04% | Add +4.5% | 7,558 | $308K |
| Carr Financial Group Corp | 0.10% | Add +0.2% | 7,556 | $308K |
| Sebold Capital Management, Inc. | 0.20% | Reduce -1.6% | 7,554 | $308K |
| Adero Partners, LLC | 0.02% | Add +2.4% | 7,358 | $300K |
| Two Sigma Securities, LLC | 0.05% | Reduce -42.9% | 7,354 | $300K |
| Magnolia Private Wealth, LLC | 0.25% | No change | 7,350 | $300K |
| Welch & Forbes LLC | 0.00% | No change | 7,298 | $297K |
| William Mack & Associates, Inc. | 0.25% | No change | 7,260 | $296K |
| Amara Financial, Llc. | 0.27% | New | 7,257 | $296K |
| Alexis Investment Partners, LLC | 0.14% | Add +7.9% | 7,226 | $295K |
| Graypoint LLC | 0.02% | Reduce -4.1% | 7,211 | $294K |
| Lockerman Financial Group, Inc. | 0.44% | Add +6.1% | 7,193 | $293K |
| Coordinated Financial Services, Inc. | 0.23% | — | 7,127 | $290K |
| Hopwood Financial Services, Inc. | 0.22% | Reduce -1.2% | 7,093 | $289K |
| Keudell/Morrison Wealth Management | 0.07% | Add +12.9% | 7,092 | $289K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.30% | Reduce -70.8% | 7,033 | $287K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,025 | $286K |
| Diversified Enterprises, LLC | 0.02% | Add +0.7% | 6,959 | $284K |
| Keystone Financial Group | 0.03% | Add +16.9% | 6,903 | $282K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.5% | 6,896 | $281K |
| Smartleaf Asset Management LLC | 0.03% | Add +8.2% | 6,867 | $279K |
| Optima Capital LLC | 0.18% | Reduce -23.3% | 6,839 | $279K |
| Intrepid Financial Planning Group LLC | 0.13% | Add +3.5% | 6,809 | $278K |
| Synovus Financial Corp. | 0.00% | Add +16.2% | 6,744 | $275K |
| AIFG Consultants Ltd. | 0.45% | Add +0.1% | 6,729 | $274K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,703 | $273K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -71.4% | 6,668 | $272K |
| JDM Financial Group LLC | 0.14% | Reduce -2.0% | 6,662 | $272K |
| Haven Private, LLC | 0.15% | No change | 6,650 | $271K |
| Vestia Personal Wealth Advisors | 0.21% | Reduce -0.3% | 6,621 | $270K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -31.0% | 6,549 | $266K |
| Center For Asset Management LLC | 0.16% | Reduce -13.9% | 6,500 | $265K |
| Leverty Financial Group, LLC | 0.11% | New | 6,487 | $264K |
| MBE Wealth Management, LLC | 0.13% | Reduce -5.7% | 6,483 | $264K |
| First Trust Advisors LP | 0.00% | Reduce -6.7% | 6,433 | $262K |
| Keel Point, LLC | 0.02% | Add +11.6% | 6,399 | $261K |
| Sapient Capital LLC | 0.01% | Add +9.0% | 6,355 | $259K |
| Sigma Planning Corp | 0.01% | Reduce -78.6% | 6,337 | $258K |
| Trexquant Investment LP | 0.00% | New | 6,295 | $257K |
| Councilor Wealth, LLC | 0.13% | New | 6,290 | $256K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -5.0% | 6,259 | $255K |
| Virtue Capital Management, LLC | 0.03% | New | 6,250 | $255K |
| Acropolis Investment Management, LLC | 0.02% | No change | 6,258 | $255K |
| Burt Wealth Advisors | 0.06% | Add +4.3% | 6,213 | $253K |
| Balboa Wealth Partners | 0.06% | Reduce -49.5% | 6,193 | $252K |
| Quest 10 Wealth Builders, Inc. | 0.27% | Reduce -37.6% | 6,190 | $252K |
| Main Line Retirement Advisors, LLC | 0.16% | Reduce -1.0% | 6,177 | $252K |
| Keebeck Wealth Management | 0.04% | No change | 6,168 | $251K |
| Continuum Advisory, LLC | 0.03% | Reduce -24.3% | 6,149 | $251K |
| High Probability Advisors, LLC | 0.04% | Add +14.3% | 6,108 | $249K |
| Curi Capital, LLC | 0.01% | Reduce -50.9% | 6,050 | $247K |
| Talon Private Wealth, LLC | 0.03% | Add +49.1% | 5,648 | $246K |
| Tsfg, LLC | 0.05% | Add +0.1% | 6,027 | $246K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -33.0% | 6,021 | $245K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -0.3% | 6,000 | $245K |
| Northwest Capital Management Inc | 0.10% | Add +49.8% | 5,982 | $244K |
| Mma Asset Management LLC | 0.10% | New | 5,943 | $242K |
| American Financial & Tax Strategies Inc. | 0.13% | Reduce -1.7% | 5,942 | $242K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -1.6% | 5,899 | $240K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -10.2% | 5,831 | $238K |
| Angeles Wealth Management, LLC | 0.02% | Add +3.5% | 5,803 | $237K |
| One Capital Management, LLC | 0.01% | Reduce -2.2% | 5,782 | $236K |
| Argent Trust Co | 0.01% | Reduce -2.6% | 5,752 | $234K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -43.0% | 5,744 | $234K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.5% | 5,736 | $234K |
| Duncan Williams Asset Management, LLC | 0.08% | New | 5,637 | $230K |
| Rehmann Capital Advisory Group | 0.01% | Add +1.9% | 5,630 | $229K |
| CX Institutional | 0.01% | New | 5,558 | $227K |
| Intrua Financial, LLC | 0.04% | Reduce -5.9% | 5,543 | $226K |
| Optimist Retirement Group LLC | 0.11% | Add +0.1% | 5,542 | $226K |
| Shapiro Capital Management LLC | 0.01% | Reduce -73.8% | 5,500 | $224K |
| National Wealth Management Group, LLC | 0.15% | Reduce -1.5% | 5,485 | $224K |
| Aspen Wealth Management LLC | 0.06% | Add +0.7% | 5,416 | $221K |
| Ironwood Financial, llc | 0.05% | Add +5.0% | 5,399 | $220K |
| Lanark Financial, Inc. | 0.02% | — | 5,384 | $219K |
| Stegent Equity Advisors, Inc. | 0.22% | Reduce -0.9% | 5,371 | $219K |
| Maia Wealth LLC | 0.05% | Add +18.2% | 5,815 | $219K |
| Fox Financial, Inc | 0.21% | Reduce -18.9% | 5,350 | $218K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,317 | $217K |
| Professional Financial Advisors, LLC | 0.06% | Reduce -0.9% | 5,314 | $217K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -47.8% | 5,746 | $216K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Add +0.0% | 5,289 | $216K |
| Whitegate Investment Counselors, Inc. | 0.08% | Reduce -45.7% | 5,258 | $214K |
| Bernard Wealth Management Corp. | 0.10% | No change | 5,202 | $212K |
| Stanich Group LLC | 0.16% | Reduce -12.2% | 5,194 | $212K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.4% | 5,121 | $209K |
| Iams Wealth Management, LLC | 0.10% | Reduce -52.2% | 5,113 | $208K |
| Red Mountain Financial, LLC | 0.25% | Add +0.3% | 5,112 | $208K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -66.4% | 5,080 | $207K |
| Glenview Trust Co | 0.00% | Add +8.8% | 5,017 | $204K |
| Elios Financial Group Inc. | 0.10% | Reduce -1.2% | 4,986 | $203K |
| Consolidated Portfolio Review Corp | 0.03% | Reduce -2.0% | 4,978 | $203K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,948 | $202K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +1.1% | 4,942 | $201K |
| Sightline Wealth Advisors, LLC | 0.11% | Reduce -25.1% | 4,927 | $201K |
| Mascagni Wealth Management, Inc. | 0.20% | No change | 4,925 | $201K |
| Guardian Wealth Advisors, LLC | 0.13% | No change | 4,922 | $201K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -5.2% | 4,812 | $196K |
| Cranbrook Wealth Management, LLC | 0.05% | No change | 4,766 | $194K |
| Arlington Trust Co LLC | 0.04% | No change | 4,736 | $193K |
| Creative Financial Designs Inc. | 0.02% | Add +14.3% | 4,640 | $189K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.5% | 4,473 | $182K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -13.1% | 4,443 | $181K |
| US Bancorp \de | 0.00% | Reduce -43.8% | 4,442 | $181K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $173K |
| Blue Trust, Inc. | 0.00% | Add +35.9% | 4,219 | $172K |
| Tucker Asset Management LLC | 0.05% | Add +7.1% | 4,070 | $166K |
| MJT & Associates Financial Advisory Group, Inc. | 0.15% | — | 3,929 | $160K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.4% | 3,782 | $154K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,775 | $154K |
| WASHINGTON TRUST Co | 0.01% | No change | 3,759 | $153K |
| Sachetta, LLC | 0.06% | Add +0.8% | 3,613 | $147K |
| Arcadia Investment Management Corp. | 0.03% | Reduce -8.5% | 3,566 | $145K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.1% | 3,265 | $133K |
| NFSG Corp | 0.03% | No change | 3,111 | $127K |
| Horizon Investments, LLC | 0.00% | Add +534.0% | 3,018 | $123K |
| Ballast Advisors LLC | 0.04% | Reduce -3.4% | 2,948 | $120K |
| Lavaca Capital LLC | 0.05% | Reduce -17.2% | 2,823 | $115K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -12.9% | 2,759 | $113K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 2,767 | $113K |
| Quadrant Capital Group LLC | 0.00% | Add +17.1% | 2,673 | $109K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,562 | $104K |
| S.A. Mason LLC | 0.06% | Add +3.0% | 2,562 | $104K |
| Olde Wealth Management, LLC | 0.04% | New | 2,566 | $104K |
| Phillips Financial Management, LLC | 0.01% | Reduce -8.2% | 2,480 | $101K |
| SVB Wealth LLC | 0.00% | Reduce -51.5% | 2,399 | $98K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,381 | $97K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +4.3% | 2,359 | $96K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -3.5% | 2,354 | $96K |
| Whittier Trust Co. | 0.00% | No change | 2,329 | $95K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +1.2% | 2,241 | $91K |
| Abound Wealth Management | 0.03% | New | 2,105 | $86K |
| Spire Wealth Management | 0.00% | Add +6.9% | 2,059 | $84K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -94.5% | 1,843 | $75K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,836 | $75K |
| Orion Capital Management LLC | 0.03% | Reduce -21.4% | 1,790 | $73K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $70K |
| Cape Investment Advisory, Inc. | 0.03% | Add +105.4% | 1,608 | $66K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $63K |
| Kathleen S. Wright Associates Inc. | 0.03% | Reduce -2.3% | 1,530 | $62K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.6% | 1,504 | $61K |
| GAMMA Investing LLC | 0.00% | No change | 1,498 | $61K |
| PrairieView Partners, LLC | 0.01% | Reduce -5.5% | 1,498 | $61K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $60K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $56K |
| Parallel Advisors, LLC | 0.00% | Add +2931.1% | 1,364 | $56K |
| Citigroup Inc. | 0.00% | Add +1.8% | 1,343 | $55K |
| American National Bank & Trust | 0.01% | No change | 1,334 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Add +14066.7% | 1,275 | $52K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.7% | 1,272 | $52K |
| Ancora Advisors LLC | 0.00% | Reduce -4.4% | 1,215 | $50K |
| Sandy Spring Bank | 0.00% | Reduce -4.6% | 1,167 | $48K |
| TCTC Holdings, LLC | 0.00% | No change | 1,089 | $44K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $44K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,063 | $43K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,034 | $42K |
| Centennial Bank | 0.02% | Add +158.1% | 973 | $40K |
| Red Tortoise LLC | 0.02% | Add +0.3% | 932 | $38K |
| WealthShield Partners, LLC | 0.00% | Add +0.2% | 920 | $38K |
| Accredited Wealth Management, LLC | 0.03% | No change | 900 | $37K |
| IMG Wealth Management, Inc. | 0.03% | Reduce -13.8% | 869 | $35K |
| Rialto Wealth Management, LLC | 0.01% | No change | 824 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | New | 761 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $31K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 721 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $27K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $27K |
| Community Bank, N.A. | 0.00% | No change | 638 | $26K |
| Copia Wealth Management | 0.02% | No change | 605 | $25K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 594 | $24K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 578 | $24K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $23K |
| Bellwether Advisors, LLC | 0.00% | No change | 561 | $23K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 559 | $23K |
| GW&K Investment Management, LLC | 0.00% | New | 534 | $22K |
| Transce3nd, LLC | 0.01% | Reduce -59.9% | 517 | $21K |
| LRI Investments, LLC | 0.00% | New | 516 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Add +340.7% | 498 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 493 | $20K |
| Ameriflex Group, Inc. | 0.01% | Reduce -66.3% | 484 | $20K |
| Realta Investment Advisors | 0.01% | Add +31.6% | 479 | $20K |
| Bokf, NA | 0.00% | New | 475 | $19K |
| von Borstel & Associates, Inc. | 0.01% | New | 457 | $18K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $17K |
| Global Wealth Strategies & Associates | 0.01% | No change | 406 | $17K |
| Curio Wealth, LLC | 0.01% | Reduce -99.7% | 1 | $16K |
| Webster Bank, N. A. | 0.00% | Reduce -33.3% | 400 | $16K |
| Atticus Wealth Management, LLC | 0.00% | Add +0.8% | 357 | $15K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $14K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.6% | 344 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +0.3% | 318 | $13K |
| Binnacle Investments Inc | 0.01% | — | 300 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.8% | 293 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 257 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -41.1% | 252 | $10K |
| POM Investment Strategies, LLC | 0.01% | New | 249 | $10K |
| Rossby Financial, LCC | 0.00% | New | 258 | $10K |
| Centricity Wealth Management, LLC | 0.01% | No change | 245 | $10K |
| Compass Financial Services Inc | 0.01% | Add +40.6% | 232 | $9K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $9K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +1.0% | 207 | $8K |
| Mather Group, Llc. | 0.00% | Reduce -57.8% | 204 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $8K |
| Redwood Park Advisors LLC | 0.01% | No change | 186 | $8K |
| Mattson Financial Services, LLC | 0.00% | New | 174 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | Reduce -0.6% | 171 | $7K |
| Horizons Wealth Management | 0.01% | No change | 164 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 161 | $7K |
| Bristlecone Advisors, LLC | 0.00% | No change | 157 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -5.5% | 154 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 152 | $6K |
| Woodside Wealth Management LLC | 0.01% | — | 144 | $6K |
| HFM Investment Advisors, LLC | 0.00% | — | 144 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 135 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -0.7% | 135 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 130 | $5K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 129 | $5K |
| Glassman Wealth Services | 0.00% | New | 125 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -89.8% | 115 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -23.6% | 113 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | Add +41.3% | 113 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 97 | $4K |
| Tower View Wealth Management LLC | 0.00% | No change | 96 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $4K |
| Breakwater Investment Management | 0.00% | No change | 85 | $3K |
| WFA Asset Management Corp | 0.00% | Reduce -1.3% | 76 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 80 | $3K |
| Hanson & Doremus Investment Management | 0.00% | New | 83 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 50 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 49 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Add +90.9% | 42 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -71.6% | 38 | $2K |
| Kozak & Associates, Inc. | 0.00% | New | 40 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -33.3% | 32 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 31 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Covestor Ltd | 0.00% | Reduce -44.6% | 36 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $897 |
| Fortis Group Advisors, LLC | 0.00% | New | 19 | $774 |
| Truvestments Capital LLC | 0.00% | Reduce -83.3% | 10 | $408 |
| NewSquare Capital LLC | 0.00% | No change | 6 | $245 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $173 |
| AlphaCore Capital LLC | 0.00% | New | 3 | $122 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $82 |
| Marshall Investment Management, LLC | 0.00% | New | 1 | $41 |
"% 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.