SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2025 (June 30)890holders −3
67new positions
73sold out
4famous investors
$42.64avg. 13F price*
At the end of Q2 2025, 890 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, down 3 from Q1 2025. 67 opened new positions and 73 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.0B), LPL Financial LLC ($996.9M) and Betterment LLC ($750.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $55.7M |
| Exits | 73 | $63.7M |
All 13F filers, Q1 2025 → Q2 2025: 16,136,557 shares bought and 19,928,142 shares sold, net −3,791,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 890 holders
| Financial Engines Advisors L.L.C. | 2.03% | Add +5.7% | 23,832,103 | $1.0B |
| LPL Financial LLC | 0.33% | Add +4.3% | 23,401,632 | $996.9M |
| Betterment LLC | 1.60% | Add +9.2% | 17,616,693 | $750.5M |
| Valmark Advisers, Inc. | 3.72% | Add +7.1% | 6,263,369 | $266.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +8.8% | 6,148,239 | $261.9M |
| Morgan Stanley | 0.01% | Reduce -1.4% | 4,912,132 | $209.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -20.5% | 3,772,069 | $160.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.3% | 3,261,561 | $138.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.26% | Add +5.5% | 3,167,590 | $134.9M |
| Bank of America Corp. | 0.01% | Reduce -27.7% | 3,115,831 | $132.7M |
| Creative Planning | 0.10% | Reduce -5.2% | 2,858,713 | $121.8M |
| Raymond James Financial Inc. | 0.04% | Add +128.5% | 2,614,616 | $111.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.0% | 1,908,244 | $81.3M |
| Pinnacle Wealth Planning Services, Inc. | 9.30% | Add +2.9% | 1,660,231 | $70.7M |
| Crestwood Advisors Group, LLC | 1.25% | Add +0.8% | 1,632,125 | $69.5M |
| Wealthcare Advisory Partners LLC | 1.58% | Add +18.0% | 1,629,859 | $69.4M |
| Osaic Holdings, Inc. | 0.12% | Add +1.7% | 1,565,831 | $66.6M |
| Hancock Prospecting Pty Ltd | 2.00% | No change | 1,479,711 | $63.0M |
| Texas Permanent School Fund Corp. | 2.06% | No change | 1,435,489 | $61.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +5.7% | 1,402,146 | $59.7M |
| Assetmark, Inc. | 0.13% | Add +113.3% | 1,329,087 | $56.6M |
| State Street Corp. | 0.00% | Add +15.7% | 1,288,475 | $54.9M |
| UBS Group AG | 0.01% | Reduce -47.6% | 1,276,296 | $54.4M |
| Private Advisor Group, LLC | 0.28% | Reduce -13.3% | 1,241,772 | $52.9M |
| Midland Wealth Advisors, LLC | 2.74% | Add +3.9% | 1,162,250 | $49.5M |
| Dakota Wealth Management | 1.00% | Add +25.3% | 1,118,045 | $47.6M |
| Cetera Investment Advisers | 0.08% | Add +41.2% | 1,092,438 | $46.5M |
| Mason Street Advisors, LLC | 5.43% | Add +27.6% | 1,088,800 | $46.4M |
| Great Valley Advisor Group, Inc. | 1.00% | Add +7.7% | 1,061,465 | $45.2M |
| Stifel Financial Corp. | 0.04% | Reduce -0.7% | 1,034,429 | $44.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.3% | 968,708 | $41.3M |
| HighTower Advisors, LLC | 0.05% | Add +6.9% | 963,793 | $41.1M |
| Wells Fargo & Company | 0.01% | Add +2.0% | 909,498 | $38.7M |
| DAVENPORT & Co LLC | 0.20% | Add +17.0% | 870,012 | $37.1M |
| Equitable Holdings, Inc. | 0.30% | Add +12.2% | 861,371 | $36.7M |
| Atlas Private Wealth Advisors | 4.64% | Reduce -8.6% | 846,296 | $36.1M |
| Truist Financial Corp. | 0.05% | Reduce -0.5% | 843,519 | $35.9M |
| Waller Financial Planning Group, Inc. | 8.52% | Add +23.8% | 827,462 | $35.2M |
| Stadion Money Management, LLC | 2.85% | Reduce -22.7% | 815,062 | $34.7M |
| Patriot Investment Management Group, Inc. | 2.17% | Add +7.2% | 736,144 | $31.4M |
| Focus Financial Network, Inc. | 1.21% | Add +17.6% | 716,623 | $30.5M |
| Peterson Wealth Advisors, LLC | 4.89% | Add +2.0% | 695,826 | $29.6M |
| Royal Bank of Canada | 0.01% | Reduce -63.6% | 671,356 | $28.6M |
| First Command Advisory Services, Inc. | 0.24% | Add +19.7% | 666,809 | $28.4M |
| Crews Bank & Trust | 4.45% | Add +7.5% | 664,125 | $28.3M |
| Cwm, LLC | 0.10% | Reduce -61.0% | 638,483 | $27.2M |
| Gerber Kawasaki Wealth & Investment Management | 1.05% | Reduce -12.2% | 635,762 | $27.1M |
| Good Life Advisors, LLC | 1.65% | Add +6.3% | 619,262 | $26.4M |
| Abound Financial, LLC | 11.57% | Add +9.8% | 617,093 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -26.1% | 579,615 | $25.5M |
| CW Advisors, LLC | 0.25% | Reduce -46.4% | 596,772 | $25.4M |
| Corient Private Wealth LP | 0.03% | Add +3.8% | 584,778 | $24.9M |
| Strategic Financial Concepts, LLC | 3.44% | Add +288.6% | 573,588 | $24.4M |
| Compton Financial Group, LLC | 6.34% | Add +2.5% | 572,287 | $24.4M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +4.8% | 567,592 | $24.2M |
| Fund Evaluation Group, LLC | 0.93% | Add +1.0% | 562,073 | $23.9M |
| Avidian Wealth Enterprises, LLC | 0.95% | Add +60.0% | 547,383 | $23.3M |
| St Germain D J Co. Inc. | 0.99% | Add +14.4% | 539,269 | $23.0M |
| Spinnaker Trust | 1.38% | Reduce -34.3% | 538,532 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.3% | 528,971 | $22.5M |
| One Day In July LLC | 2.00% | Add +25.9% | 518,163 | $22.1M |
| Banco Santander, S.A. | 0.20% | Add +77.2% | 503,220 | $21.4M |
| Avior Wealth Management, LLC | 0.73% | Add +2.4% | 496,579 | $21.2M |
| Mariner, LLC | 0.03% | Reduce -7.3% | 494,130 | $21.1M |
| RKL Wealth Management LLC | 1.79% | Add +16.1% | 477,974 | $20.4M |
| McNamara Financial Services, Inc. | 3.77% | Add +0.5% | 446,464 | $19.0M |
| Retirement Financial Solutions, LLC | 6.63% | Reduce -3.8% | 442,084 | $18.8M |
| Garrett Wealth Advisory Group, LLC | 3.96% | Reduce -6.6% | 439,917 | $18.7M |
| Oarsman Capital, Inc. | 2.88% | Add +24.8% | 431,350 | $18.4M |
| Bokf, NA | 0.29% | Add +89563.2% | 425,900 | $18.1M |
| Merit Financial Group, LLC | 0.19% | Reduce -47.8% | 402,331 | $17.1M |
| Legacy Edge Advisors, LLC | 2.23% | Add +24.1% | 391,940 | $16.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 7.90% | Add +1.4% | 390,289 | $16.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.2% | 388,278 | $16.5M |
| Impact Partnership Wealth, LLC | 3.02% | Add +9.8% | 385,013 | $16.4M |
| Allen Capital Group, LLC | 1.70% | Add +5.9% | 383,192 | $16.3M |
| Financial Gravity Companies, Inc. | 3.19% | — | 380,771 | $16.2M |
| Boston Standard Wealth Management, LLC | 2.87% | Add +11.4% | 374,051 | $15.9M |
| Shepherd Financial Partners LLC | 1.68% | Add +0.3% | 373,523 | $15.9M |
| Berkshire Asset Management LLC | 0.72% | Add +0.8% | 372,694 | $15.9M |
| Octavia Wealth Advisors, LLC | 1.79% | Reduce -6.7% | 369,070 | $15.7M |
| Integrated Wealth Concepts LLC | 0.16% | Add +13.8% | 364,399 | $15.5M |
| Geneos Wealth Management Inc. | 0.37% | Add +3.1% | 357,982 | $15.3M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -2.6% | 347,090 | $14.8M |
| Carnegie Investment Counsel | 0.30% | Reduce -0.9% | 345,381 | $14.7M |
| JNBA Financial Advisors | 1.39% | Reduce -11.4% | 340,424 | $14.5M |
| Financial Security Advisor, Inc. | 3.20% | Reduce -4.2% | 325,882 | $13.9M |
| Signal Advisors Wealth, LLC | 1.08% | Add +12.2% | 323,844 | $13.8M |
| Savant Capital, LLC | 0.10% | Reduce -24.9% | 319,561 | $13.6M |
| Cahaba Wealth Management, Inc. | 1.04% | Add +56.5% | 314,664 | $13.4M |
| Cornerstone Advisors Asset Management, LLC | 2.55% | Add +9.0% | 310,523 | $13.2M |
| Flagship Harbor Advisors, LLC | 0.62% | Reduce -26.2% | 309,319 | $13.2M |
| WBH Advisory Inc. | 1.11% | Add +3.7% | 306,239 | $13.0M |
| OneAscent Financial Services LLC | 0.93% | Add +2.5% | 300,777 | $13.0M |
| MML Investors Services, LLC | 0.04% | Add +20.7% | 301,529 | $12.8M |
| Fifth Third Bancorp | 0.04% | Add +37.9% | 296,551 | $12.6M |
| TPG Financial Advisors, LLC | 4.95% | Add +8.2% | 290,586 | $12.4M |
| Windsor Capital Management, LLC | 3.58% | Add +8.5% | 288,546 | $12.3M |
| United Asset Strategies, Inc. | 1.05% | Add +2.0% | 288,252 | $12.3M |
| United Capital Financial Advisors, LLC | 0.10% | Add +64.8% | 286,319 | $12.2M |
| UNIVEST FINANCIAL Corp | 0.73% | Add +22.3% | 286,246 | $12.2M |
| Pure Financial Advisors, LLC | 0.21% | Reduce -6.9% | 283,107 | $12.1M |
| Evermay Wealth Management LLC | 1.47% | Add +7.6% | 280,214 | $11.9M |
| Taylor & Morgan Wealth Management, LLC | 7.95% | Add +7.1% | 276,366 | $11.8M |
| Modern Wealth Management, LLC | 0.29% | Add +4.8% | 276,251 | $11.8M |
| Global Retirement Partners, LLC | 0.29% | — | 275,695 | $11.7M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -8.0% | 273,239 | $11.6M |
| AlphaStar Capital Management, LLC | 0.82% | Add +289.8% | 272,217 | $11.6M |
| Valeo Financial Advisors, LLC | 0.27% | Add +3.3% | 257,459 | $11.0M |
| Syntegra Private Wealth Group, LLC | 1.11% | Reduce -7.4% | 254,892 | $10.9M |
| IHT Wealth Management, LLC | 0.29% | Reduce -8.1% | 251,700 | $10.7M |
| Foguth Wealth Management, LLC. | 2.28% | Add +4.3% | 250,491 | $10.7M |
| Allworth Financial LP | 0.05% | Add +10.2% | 242,465 | $10.3M |
| Morningstar Investment Management LLC | 0.91% | Add +18.8% | 242,438 | $10.3M |
| Park Avenue Securities LLC | 0.09% | Add +4.2% | 240,919 | $10.3M |
| Austin Private Wealth, LLC | 0.81% | Add +10.5% | 239,919 | $10.2M |
| Surience Private Wealth LLC | 9.39% | New | 234,633 | $10.0M |
| Western Wealth Management, LLC | 0.59% | Add +1.8% | 230,982 | $9.8M |
| Parkside Financial Bank & Trust | 1.00% | Add +80.3% | 218,241 | $9.3M |
| Montz Harcus Wealth Management LLC | 4.48% | Add +7.2% | 217,701 | $9.3M |
| Cary Street Partners Financial LLC | 0.25% | Reduce -18.8% | 213,016 | $9.1M |
| Financial Insights, Inc. | 3.29% | Add +4.7% | 211,555 | $9.0M |
| Mgo One Seven LLC | 0.29% | Add +0.0% | 210,120 | $9.0M |
| Sterling Investment Advisors, Ltd. | 1.94% | Add +2.0% | 81,034 | $8.9M |
| Wrapmanager Inc. | 2.06% | Add +10.2% | 198,751 | $8.5M |
| Fortitude Financial, LLC | 7.48% | New | 207,876 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +2.7% | 193,920 | $8.3M |
| Exchange Capital Management, Inc. | 1.20% | Add +10.5% | 188,609 | $8.0M |
| North Star Asset Management Inc. | 0.34% | Reduce -8.8% | 187,618 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +21.5% | 187,096 | $8.0M |
| RVW Wealth, LLC | 0.68% | Reduce -6.7% | 186,840 | $8.0M |
| Tortoise Investment Management, LLC | 0.76% | Add +9.8% | 186,283 | $7.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 184,467 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.32% | Add +0.3% | 182,918 | $7.8M |
| Advisor OS, LLC | 0.75% | Reduce -5.0% | 179,848 | $7.7M |
| Aspire Capital Advisors LLC | 2.12% | Reduce -22.0% | 179,846 | $7.7M |
| Hibernia Wealth Partners, LLC | 2.68% | Add +99.9% | 172,419 | $7.3M |
| NewEdge Advisors, LLC | 0.04% | Add +25.2% | 172,246 | $7.3M |
| Diversify Wealth Management, LLC | 0.44% | Reduce -1.4% | 161,383 | $7.2M |
| Berkeley Capital Partners, LLC | 1.82% | Add +2.5% | 168,585 | $7.2M |
| KWB Wealth | 0.87% | Reduce -24.4% | 176,079 | $7.2M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -34.8% | 163,036 | $6.9M |
| International City Management Association Retirement Corp | 3.68% | No change | 161,660 | $6.9M |
| Private Advisory Group LLC | 0.64% | Add +1225.9% | 161,282 | $6.9M |
| Trilogy Capital Inc. | 0.32% | Reduce -47.9% | 154,041 | $6.6M |
| Millington Financial Advisors, LLC | 3.28% | Add +18.3% | 146,151 | $6.5M |
| Leslie Global Wealth, LLC | 3.43% | Reduce -0.6% | 150,588 | $6.4M |
| Private Wealth Group, LLC | 3.41% | Reduce -17.0% | 150,448 | $6.4M |
| Asset Management Group, Inc. | 1.10% | Reduce -0.0% | 147,548 | $6.3M |
| Bensler, LLC | 0.69% | Add +3.8% | 144,634 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Reduce -31.1% | 144,186 | $6.1M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.16% | No change | 142,585 | $6.1M |
| Gibbs Wealth Management | 1.16% | Add +36.0% | 141,654 | $6.0M |
| Richmond Investment Services, LLC | 1.27% | Add +591.5% | 140,629 | $6.0M |
| Warren Street Wealth Advisors, LLC | 1.94% | Add +9.8% | 137,651 | $5.9M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -4.4% | 134,538 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +1.6% | 134,184 | $5.7M |
| Orange Investment Advisors, Inc. | 0.62% | Add +11.2% | 132,177 | $5.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +11.2% | 130,500 | $5.6M |
| Evernest Financial Advisors, LLC | 1.78% | New | 129,380 | $5.5M |
| Midwest Trust Co | 0.08% | — | 128,817 | $5.5M |
| Larson Financial Group LLC | 0.22% | Reduce -14.5% | 126,845 | $5.4M |
| Resonant Capital Advisors, LLC | 0.34% | Add +18.1% | 125,803 | $5.4M |
| Cornerstone Wealth Management, LLC | 0.32% | Reduce -3.8% | 124,796 | $5.3M |
| Strategic Financial Planning, Inc. | 3.28% | Add +13.4% | 123,781 | $5.3M |
| Tower Research Capital LLC (TRC) | 0.14% | Add +151.9% | 123,415 | $5.3M |
| Debussy Capital Management LP | 0.78% | Reduce -2.4% | 121,394 | $5.2M |
| IAG Wealth Partners, LLC | 0.68% | Add +0.9% | 120,909 | $5.2M |
| Perennial Investment Advisors, LLC | 0.49% | Add +5.2% | 119,465 | $5.1M |
| Cerity Partners LLC | 0.01% | Add +19.3% | 118,719 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.4% | 115,930 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Add +5.5% | 115,712 | $4.9M |
| RFG Advisory, LLC | 0.12% | Reduce -7.5% | 114,784 | $4.9M |
| Tidal Investments LLC | 0.03% | Add +87.4% | 114,466 | $4.9M |
| 1248 Management, LLC | 1.77% | Reduce -24.8% | 112,677 | $4.8M |
| Arkansas Financial Group, Inc. | 0.73% | Add +7.6% | 110,400 | $4.7M |
| 626 Financial, LLC | 2.20% | Add +26.9% | 109,777 | $4.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -5.8% | 108,451 | $4.6M |
| Louisiana State Employees Retirement System | 0.08% | Add +138.8% | 108,400 | $4.6M |
| Hofer & Associates. Inc | 2.85% | Add +2.5% | 107,335 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 107,025 | $4.6M |
| Paulson Wealth Management Inc. | 1.18% | Add +5.0% | 106,962 | $4.6M |
| SCS Capital Management LLC | 0.05% | Add +17.9% | 106,550 | $4.5M |
| Portside Wealth Group, LLC | 0.67% | Add +9.6% | 106,419 | $4.5M |
| &partners | 0.03% | Add +100.5% | 105,728 | $4.5M |
| Obermeyer Wealth Partners | 0.22% | Reduce -83.8% | 104,242 | $4.4M |
| Brown Advisory Inc. | 0.01% | Reduce -9.6% | 104,043 | $4.4M |
| Seeds Investor LLC | 1.02% | Add +275.1% | 102,218 | $4.4M |
| Diversify Advisory Services, LLC | 0.16% | Add +18.4% | 94,241 | $4.2M |
| Principal Securities, Inc. | 0.08% | Add +117.3% | 96,831 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +34.6% | 96,346 | $4.1M |
| 1900 Wealth Management LLC | 0.30% | Reduce -17.1% | 94,265 | $4.0M |
| Olympus Wealth Management, LLC | 1.32% | Add +35.4% | 92,111 | $3.9M |
| Founders Financial Alliance, LLC | 0.89% | Add +8.9% | 91,600 | $3.9M |
| Wealth Management Resources, Inc. | 1.33% | Add +12.7% | 91,365 | $3.9M |
| Pecaut & Co. | 1.29% | Reduce -9.3% | 91,076 | $3.9M |
| AF Advisors, Inc. | 1.32% | New | 90,000 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.3% | 89,451 | $3.8M |
| Hughes Financial Services, LLC | 0.64% | Reduce -85.7% | 86,449 | $3.7M |
| Summit Global Investments | 0.22% | Add +54.4% | 87,613 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +156.8% | 87,494 | $3.7M |
| Nottingham Advisors, Inc. | 0.55% | Add +20.9% | 86,660 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +5.8% | 85,579 | $3.6M |
| Landmark Wealth Management, Inc. | 1.50% | Add +79.8% | 82,344 | $3.5M |
| Rainier Family Wealth Inc. | 3.45% | Reduce -14.7% | 81,029 | $3.5M |
| Fiduciary Group, LLC | 0.32% | Add +51.4% | 80,499 | $3.4M |
| Bradley Foster & Sargent Inc. | 0.05% | New | 80,078 | $3.4M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -0.1% | 76,077 | $3.4M |
| Aspire Private Capital, LLC | 0.79% | Add +92.3% | 79,412 | $3.4M |
| MBB Public Markets I LLC | 0.39% | Reduce -88.2% | 79,298 | $3.4M |
| CVFG LLC | 2.67% | Add +11.8% | 79,029 | $3.4M |
| Kohmann Bosshard Financial Services, LLC | 0.37% | Add +108.9% | 78,075 | $3.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -8.0% | 76,590 | $3.3M |
| Colton Groome Financial Advisors, LLC | 1.11% | Add +4.1% | 77,245 | $3.3M |
| Legacy Solutions, LLC | 3.11% | Add +4.0% | 76,140 | $3.2M |
| Annex Advisory Services, LLC | 0.08% | Add +10.1% | 75,769 | $3.2M |
| MJP Associates Inc. | 0.48% | Reduce -27.5% | 75,296 | $3.2M |
| SilverOak Wealth Management LLC | 0.60% | Reduce -2.0% | 74,690 | $3.2M |
| Breakwater Capital Group | 0.52% | Reduce -10.1% | 74,496 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.19% | Reduce -1.3% | 74,467 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.8% | 74,290 | $3.2M |
| Destiny Capital Corp | 1.91% | Add +0.1% | 74,182 | $3.2M |
| Wealth Advisory Solutions, LLC | 0.80% | Add +2.4% | 73,714 | $3.1M |
| DDFG, Inc | 0.79% | Add +4.2% | 73,293 | $3.1M |
| VestGen Advisors, LLC | 0.12% | Reduce -4.5% | 73,163 | $3.1M |
| Garden State Investment Advisory Services LLC | 0.84% | Reduce -15.7% | 73,047 | $3.1M |
| M Holdings Securities, Inc. | 0.53% | Add +0.0% | 72,187 | $3.1M |
| Modera Wealth Management, LLC | 0.04% | Reduce -3.2% | 71,995 | $3.1M |
| Sowell Financial Services LLC | 0.12% | Add +3.4% | 71,132 | $3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Reduce -7.0% | 71,061 | $3.0M |
| Marmo Financial Group, LLC | 1.50% | Reduce -4.3% | 70,893 | $3.0M |
| Compass Wealth Management LLC | 0.72% | Add +11.0% | 70,847 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +23.7% | 70,660 | $3.0M |
| Sage Financial Management Group, Inc. | 1.02% | Reduce -11.6% | 69,010 | $2.9M |
| Disciplined Investors, L.L.C. | 2.28% | Add +6.4% | 68,596 | $2.9M |
| Harbour Investments, Inc. | 0.07% | Add +23.2% | 67,830 | $2.9M |
| Private Trust Co. NA | 0.27% | Add +17.0% | 66,685 | $2.8M |
| Synergy Investment Management, LLC | 1.71% | Add +7.1% | 66,674 | $2.8M |
| Clarus Wealth Advisors | 1.30% | Add +6.9% | 64,499 | $2.8M |
| Flow Traders U.S. LLC | 0.10% | New | 65,920 | $2.8M |
| Meridian Financial Advisors, LLC | 1.79% | Add +1.3% | 65,070 | $2.8M |
| Moneco Advisors, LLC | 0.25% | Add +20.1% | 64,297 | $2.7M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -44.6% | 63,812 | $2.7M |
| Northeast Financial Consultants Inc | 0.11% | Reduce -3.9% | 63,097 | $2.7M |
| CFM Wealth Partners LLC | 0.43% | Reduce -0.8% | 63,092 | $2.7M |
| Knightsbridge Asset Management, LLC | 0.60% | Add +13.0% | 62,673 | $2.7M |
| Citadel Advisors | 0.00% | Reduce -76.6% | 62,277 | $2.7M |
| Golden State Wealth Management, LLC | 0.32% | Add +2.4% | 62,193 | $2.6M |
| Jacobi Capital Management LLC | 0.18% | Add +16.8% | 61,914 | $2.6M |
| Sharkey, Howes & Javer | 0.35% | Reduce -52.5% | 61,270 | $2.6M |
| Stratos Wealth Advisors, LLC | 0.14% | Add +7.2% | 61,101 | $2.6M |
| SkyOak Wealth, LLC | 0.52% | Add +4.1% | 60,639 | $2.6M |
| Liberty Square Wealth Partners LLC | 0.89% | Reduce -8.0% | 60,508 | $2.6M |
| DHK Financial Advisors, Inc. | 1.48% | Add +0.4% | 60,367 | $2.6M |
| BCGM Wealth Management, LLC | 0.72% | Reduce -3.8% | 59,530 | $2.5M |
| Capital Analysts, LLC | 0.08% | Reduce -9.7% | 58,809 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -10.1% | 58,616 | $2.5M |
| Opal Wealth Advisors, LLC | 0.69% | Add +12.1% | 58,548 | $2.5M |
| Ironwood Wealth Management, LLC. | 0.91% | Reduce -45.1% | 58,436 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.16% | Reduce -0.5% | 57,920 | $2.5M |
| Wealthcare Capital Partners, LLC | 1.24% | Add +14.8% | 57,862 | $2.5M |
| Nicolet Advisory Services, LLC | 0.21% | Add +15.5% | 58,085 | $2.5M |
| Townsquare Capital LLC | 0.24% | Reduce -97.5% | 57,304 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -29.4% | 57,206 | $2.4M |
| WNY Asset Management, LLC | 0.27% | Reduce -28.3% | 57,021 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -1.6% | 56,379 | $2.4M |
| Flynn Zito Capital Management, LLC | 1.01% | Reduce -4.3% | 56,325 | $2.4M |
| Towercrest Capital Management | 0.43% | Add +10.4% | 56,316 | $2.4M |
| Simplicity Wealth,LLC | 0.10% | New | 56,260 | $2.4M |
| Elgethun Capital Management | 0.47% | Add +6.6% | 55,395 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Add +25.1% | 55,281 | $2.4M |
| Stone Summit Wealth LLC | 0.72% | Add +7.1% | 54,755 | $2.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.93% | Reduce -4.0% | 54,408 | $2.3M |
| TFG Advisers LLC | 0.78% | Reduce -4.6% | 53,776 | $2.3M |
| Axxcess Wealth Management, LLC | 0.05% | Add +84.7% | 53,477 | $2.3M |
| RMR Capital Management, LLC | 1.62% | Reduce -27.1% | 53,292 | $2.3M |
| FMR LLC | 0.00% | Reduce -3.8% | 52,988 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.41% | Reduce -18.0% | 52,512 | $2.2M |
| NorthRock Partners, LLC | 0.06% | Add +0.2% | 51,387 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -38.4% | 51,066 | $2.2M |
| Level Four Advisory Services, LLC | 0.08% | Reduce -4.3% | 50,832 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +1.1% | 50,705 | $2.2M |
| Affinity Capital Advisors, LLC | 0.37% | Reduce -6.1% | 50,696 | $2.2M |
| Fortitude Family Office, LLC | 0.71% | New | 50,258 | $2.1M |
| Lido Advisors, LLC | 0.01% | Reduce -28.7% | 50,112 | $2.1M |
| G&S Capital LLC | 0.84% | Reduce -18.4% | 49,486 | $2.1M |
| Sunflower Bank, N.A. | 0.52% | New | 48,641 | $2.1M |
| Bill Few Associates, Inc. | 0.58% | Reduce -5.4% | 48,415 | $2.1M |
| AQR Capital Management | 0.00% | Add +48.1% | 47,738 | $2.0M |
| Manhattan West Asset Management, LLC | 0.47% | Add +13.6% | 47,591 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -19.2% | 47,048 | $2.0M |
| IFG Advisors, LLC | 0.33% | Reduce -6.5% | 46,726 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -11.3% | 46,614 | $2.0M |
| Stablepoint Partners, LLC | 0.34% | Add +2.4% | 46,532 | $2.0M |
| AdvisorNet Financial, Inc | 0.13% | Add +15.5% | 46,403 | $2.0M |
| Alliance Wealth Management Group | 0.50% | Add +7.9% | 46,234 | $2.0M |
| Goodman Financial Corp | 0.39% | Reduce -34.5% | 46,125 | $2.0M |
| Semitam Bonam LLC | 1.84% | — | 45,776 | $2.0M |
| Tandem Investment Partners LLC | 1.69% | Add +6.6% | 45,458 | $1.9M |
| Marathon Strategic Advisors, LLC | 1.80% | Add +15.7% | 45,428 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +20.9% | 45,056 | $1.9M |
| Prairie Sky Financial Group LLC | 1.05% | Add +0.1% | 44,832 | $1.9M |
| Legend Financial Advisors, Inc. | 1.26% | Reduce -15.1% | 44,433 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -23.1% | 44,327 | $1.9M |
| F/m Investments LLC | 0.07% | No change | 43,671 | $1.9M |
| Defined Wealth Management, LLC | 1.14% | Reduce -0.3% | 43,323 | $1.8M |
| Securian Asset Management, Inc. | 0.05% | No change | 43,024 | $1.8M |
| Rothschild Wealth LLC | 0.45% | Reduce -18.0% | 42,684 | $1.8M |
| Naples Global Advisors, LLC | 0.16% | Add +7.4% | 42,513 | $1.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.3% | 42,470 | $1.8M |
| Coastwise Capital Group, LLC | 1.43% | Add +13.7% | 42,215 | $1.8M |
| Wealthcare Capital Management LLC | 0.19% | Reduce -1.5% | 42,122 | $1.8M |
| CreativeOne Wealth, LLC | 0.05% | Add +59.6% | 42,019 | $1.8M |
| Shoker Investment Counsel, Inc. | 0.56% | Add +15.6% | 41,990 | $1.8M |
| Alta Wealth Advisors LLC | 0.84% | Add +2.7% | 41,989 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -3.1% | 41,850 | $1.8M |
| Idaho Trust Co | 0.64% | Reduce -0.4% | 41,786 | $1.8M |
| Sherman Asset Management, Inc. | 1.56% | Reduce -36.3% | 41,391 | $1.8M |
| NovaPoint Capital, LLC | 0.53% | Reduce -9.1% | 40,583 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -15.9% | 40,549 | $1.7M |
| PFG Advisors | 0.08% | Add +239.2% | 40,156 | $1.7M |
| Charter Research & Investment Group, Inc. | 1.27% | Reduce -1.3% | 39,805 | $1.7M |
| WESCAP Management Group, Inc. | 0.38% | Reduce -2.6% | 39,504 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -9.7% | 39,430 | $1.7M |
| Raleigh Capital Management Inc. | 0.70% | Add +123.8% | 38,974 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.19% | Reduce -2.3% | 38,683 | $1.6M |
| MAI Capital Management | 0.01% | Add +5.5% | 38,097 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -11.6% | 38,042 | $1.6M |
| Crescent Grove Advisors, LLC | 0.16% | Reduce -3.0% | 38,017 | $1.6M |
| MFA Wealth Services | 1.20% | Reduce -15.4% | 37,506 | $1.6M |
| Brown Miller Wealth Management, LLC | 0.49% | Add +13.3% | 37,113 | $1.6M |
| IFG Advisory, LLC | 0.08% | Reduce -14.8% | 37,102 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Add +12.5% | 36,969 | $1.6M |
| Lanark Financial, Inc. | 0.13% | Add +585.1% | 36,887 | $1.6M |
| Lebenthal Global Advisors, LLC | 0.29% | Add +0.8% | 36,702 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.17% | Reduce -10.2% | 36,474 | $1.6M |
| 21 West Wealth Management LLC | 1.55% | — | 36,132 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +11.5% | 35,891 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +330.1% | 35,860 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -27.6% | 35,732 | $1.5M |
| HM Payson & Co. | 0.02% | Add +363.3% | 35,514 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 35,377 | $1.5M |
| Bedel Financial Consulting, Inc. | 0.20% | Add +4.0% | 35,152 | $1.5M |
| Adams Wealth Management | 0.28% | Add +54.8% | 34,929 | $1.5M |
| CacheTech Inc. | 0.27% | Add +54.8% | 34,929 | $1.5M |
| Legacy Private Trust Co. | 0.10% | Reduce -43.9% | 34,654 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.81% | Reduce -9.0% | 34,407 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -8.6% | 34,202 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Reduce -15.2% | 34,149 | $1.5M |
| Wealth Advisors of Iowa, LLC | 0.53% | Add +11.0% | 33,245 | $1.4M |
| Drucker Wealth 3.0, LLC | 0.27% | Add +60.0% | 32,157 | $1.4M |
| Lee, Kelleher & Klein Wealth Management | 0.92% | No change | 32,643 | $1.4M |
| Signet Financial Management, LLC | 0.17% | Add +47.7% | 32,268 | $1.4M |
| Nikulski Financial, Inc. | 0.37% | Reduce -3.0% | 31,452 | $1.3M |
| MBM Wealth Consultants, LLC | 0.36% | Add +6.3% | 31,271 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +77.0% | 31,176 | $1.3M |
| Financial Advocates Investment Management | 0.11% | Reduce -46.7% | 31,174 | $1.3M |
| Deltec Asset Management LLC | 0.24% | No change | 31,000 | $1.3M |
| XY Planning Network, Inc. | 0.45% | Add +53.0% | 30,903 | $1.3M |
| Gotham Asset Management | 0.01% | No change | 30,639 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -8.3% | 30,561 | $1.3M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -6.4% | 30,503 | $1.3M |
| Whalerock Point Partners, LLC | 0.29% | No change | 30,488 | $1.3M |
| FF Advisors,LLC | 0.67% | No change | 30,467 | $1.3M |
| Strategic Blueprint, LLC | 0.06% | Reduce -3.0% | 30,106 | $1.3M |
| Headinvest, LLC | 0.27% | Reduce -7.5% | 30,015 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -58.7% | 29,676 | $1.3M |
| TD Capital Management LLC | 0.12% | Reduce -0.8% | 29,656 | $1.3M |
| Tidemark, LLC | 0.41% | Add +5.3% | 29,575 | $1.3M |
| Comerica Bank | 0.00% | Reduce -10.6% | 29,367 | $1.3M |
| Syon Capital LLC | 0.08% | Reduce -42.7% | 29,360 | $1.3M |
| Apexium Financial, LP | 0.07% | Add +103.8% | 28,969 | $1.2M |
| Balefire, LLC | 0.27% | New | 28,608 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -0.5% | 28,576 | $1.2M |
| Range Financial Group LLC | 0.48% | Reduce -4.7% | 28,448 | $1.2M |
| Kagan Cocozza Asset Management | 0.92% | Reduce -0.0% | 28,276 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 27,876 | $1.2M |
| World Investment Advisors | 0.03% | Add +7.5% | 27,832 | $1.2M |
| Blue Fin Capital, Inc. | 0.20% | Reduce -8.8% | 27,681 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.42% | Add +1.2% | 27,614 | $1.2M |
| Richardson Financial Services Inc. | 0.79% | Add +39.3% | 27,116 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.42% | Reduce -8.3% | 27,465 | $1.2M |
| Armbruster Capital Management, Inc. | 0.21% | Add +18.9% | 27,462 | $1.2M |
| Lunt Capital Management, Inc. | 0.45% | Reduce -39.8% | 27,403 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 25,614 | $1.2M |
| Orin Green Financial, LLC | 0.49% | Reduce -1.5% | 26,905 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -22.1% | 26,878 | $1.1M |
| Integrity Wealth Solutions LLC | 0.56% | Reduce -4.9% | 26,789 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.11% | Reduce -47.3% | 26,627 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -0.5% | 25,971 | $1.1M |
| River Street Advisors LLC | 0.47% | Add +7.0% | 25,883 | $1.1M |
| Values Added Financial LLC | 0.53% | Add +8.5% | 25,638 | $1.1M |
| POM Investment Strategies, LLC | 0.77% | Add +10018.5% | 25,195 | $1.1M |
| Independent Advisor Alliance | 0.03% | Add +19.7% | 25,173 | $1.1M |
| Maia Wealth LLC | 0.20% | Add +332.3% | 25,138 | $1.1M |
| Horan Securities, Inc. | 0.37% | New | 24,953 | $1.1M |
| McMill Wealth Management | 0.35% | Add +4.9% | 24,802 | $1.1M |
| ARS Investment Partners, LLC | 0.08% | Reduce -17.5% | 24,819 | $1.1M |
| Plan A Wealth LLC | 0.59% | Reduce -45.7% | 24,601 | $1.0M |
| SOL Capital Management CO | 0.10% | Add +5.1% | 24,594 | $1.0M |
| Key Financial Inc | 0.21% | Add +5.1% | 24,590 | $1.0M |
| Vicus Capital | 0.09% | Add +165.0% | 24,514 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Reduce -1.6% | 24,313 | $1.0M |
| Guidance Capital, Inc. | 0.29% | Reduce -0.5% | 24,447 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.22% | Reduce -13.0% | 24,202 | $1.0M |
| AGH Wealth Advisors, LLC | 0.85% | Add +0.7% | 24,127 | $1.0M |
| Money Concepts Capital Corp. | 0.07% | Add +13.6% | 24,023 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +15.7% | 23,922 | $1.0M |
| Gilman Hill Asset Management, LLC | 0.17% | No change | 23,695 | $1.0M |
| TKG Advisors, LLC | 0.44% | Reduce -23.2% | 23,178 | $987K |
| Apella Capital, LLC | 0.03% | Add +0.6% | 22,702 | $984K |
| Voisard Asset Management Group, Inc. | 0.25% | Reduce -52.7% | 22,933 | $977K |
| Strategic Wealth Partners, Ltd. | 0.08% | — | 22,807 | $972K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -51.5% | 22,478 | $958K |
| Courier Capital LLC | 0.06% | Add +3.2% | 22,263 | $948K |
| Swmg, LLC | 0.31% | Add +27.0% | 21,138 | $930K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +23.3% | 21,534 | $917K |
| Apollon Wealth Management, LLC | 0.02% | Add +131.2% | 21,492 | $916K |
| Wulff, Hansen & Co. | 0.78% | Add +1.7% | 21,435 | $913K |
| Keener Financial Planning LLC | 0.45% | Add +14.2% | 21,419 | $912K |
| Verus Capital Partners, LLC | 0.08% | Add +10.7% | 21,375 | $911K |
| Colonial River Investments, LLC | 0.39% | Reduce -8.1% | 20,374 | $905K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.9% | 21,241 | $905K |
| GTS Securities LLC | 0.04% | New | 21,006 | $895K |
| GeoWealth Management, LLC | 0.03% | Add +47.9% | 20,743 | $884K |
| Alliance Wealth Advisors, LLC | 0.21% | Add +9.1% | 20,422 | $870K |
| Delta Wealth Advisors LLC | 0.73% | Add +17.6% | 20,355 | $867K |
| Legacy Wealth Management, LLC / MS | 0.26% | New | 20,180 | $860K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Reduce -0.5% | 20,009 | $852K |
| Novus Advisors, LLC | 1.29% | Add +78.1% | 19,912 | $848K |
| MidAtlantic Capital Management, Inc. | 0.60% | No change | 19,786 | $843K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +44.5% | 19,610 | $835K |
| Seaside Wealth Management, Inc. | 0.27% | Reduce -3.2% | 19,552 | $833K |
| American Investment Services, Inc. | 0.21% | Reduce -2.2% | 19,244 | $820K |
| Koshinski Asset Management, Inc. | 0.06% | Add +13.0% | 19,223 | $819K |
| Axis Wealth Partners, LLC | 0.53% | Add +3.6% | 18,986 | $809K |
| Silverlake Wealth Management LLC | 0.24% | Add +25.0% | 18,905 | $805K |
| Denver Wealth Management, Inc. | 0.33% | Reduce -7.9% | 18,724 | $798K |
| Investment Planning Advisors, Inc. | 0.28% | Reduce -26.4% | 18,539 | $790K |
| SFG Wealth Management, LLC. | 0.48% | Add +14.0% | 18,513 | $789K |
| Pitcairn Co. | 0.05% | Reduce -3.1% | 18,448 | $786K |
| CSM Advisors, LLC | 0.02% | Reduce -77.2% | 18,382 | $783K |
| Ranch Capital Advisors Inc. | 0.34% | Add +13.3% | 18,352 | $782K |
| Brookwood Investment Group LLC | 0.12% | New | 17,906 | $763K |
| Sei Investments Co. | 0.00% | Add +0.4% | 17,899 | $762K |
| Arkadios Wealth Advisors | 0.02% | Add +4.6% | 17,876 | $761K |
| Titleist Asset Management, LLC | 0.08% | Add +2.9% | 17,729 | $755K |
| American Trust | 0.07% | New | 17,553 | $748K |
| Alaska Wealth Advisors, LLC | 0.11% | Add +17.9% | 17,544 | $747K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Add +0.1% | 17,524 | $747K |
| Vise Technologies, Inc. | 0.03% | — | 17,384 | $741K |
| Collaborative Wealth Managment Inc. | 0.32% | Add +4.8% | 17,379 | $740K |
| Columbia River Financial Group, LLC | 0.47% | Add +9.1% | 17,004 | $731K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +1.6% | 17,143 | $730K |
| Ascent Group, LLC | 0.03% | Add +38.7% | 17,130 | $730K |
| Meridian Wealth Management, LLC | 0.03% | Add +10.4% | 17,122 | $729K |
| Aldebaran Financial Inc. | 0.81% | Reduce -0.8% | 17,114 | $729K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -94.1% | 16,819 | $716K |
| Davies Financial Advisors, Inc. | 0.55% | Reduce -36.2% | 16,733 | $713K |
| Municipal Employees' Retirement System of Michigan | 0.01% | No change | 16,642 | $709K |
| White Pine Capital LLC | 0.22% | Reduce -15.3% | 16,635 | $709K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +0.3% | 16,600 | $707K |
| Global Financial Private Client, LLC | 0.26% | Add +37.6% | 16,423 | $700K |
| Comprehensive Money Management Services LLC | 0.53% | Add +4.1% | 16,335 | $696K |
| Advisory Alpha, LLC | 0.02% | Reduce -4.3% | 16,157 | $688K |
| Opulen Financial Group LLC | 0.56% | Add +21.4% | 16,108 | $686K |
| Norden Group LLC | 0.07% | Add +23.9% | 16,092 | $686K |
| Summit Financial, LLC | 0.02% | Add +27.4% | 16,034 | $683K |
| Penobscot Wealth Management | 0.24% | Reduce -13.8% | 15,742 | $671K |
| Worth Financial Advisory Group, LLC | 0.41% | Reduce -2.0% | 15,642 | $666K |
| Financial Management Network Inc. | 0.12% | Reduce -0.3% | 15,040 | $663K |
| Csenge Advisory Group | 0.03% | Add +1.1% | 15,990 | $657K |
| Pinnacle Wealth Management, LLC | 0.55% | Add +9.3% | 15,424 | $657K |
| Capstone Wealth Management Group, LLC | 0.63% | Reduce -14.2% | 15,358 | $654K |
| CGN Advisors LLC | 0.06% | Reduce -1.0% | 15,345 | $654K |
| Butensky & Cohen Financial Security, Inc. | 0.19% | Add +5.4% | 15,345 | $654K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.5% | 15,271 | $651K |
| Sunburst Financial Group, LLC | 0.15% | Add +0.1% | 15,246 | $649K |
| LexAurum Advisors, LLC | 0.10% | Add +4.2% | 15,245 | $649K |
| Lifeworks Advisors, LLC | 0.10% | Reduce -3.8% | 15,185 | $647K |
| Summit Investment Advisory Services, LLC | 0.28% | Reduce -0.3% | 15,088 | $643K |
| Tudor Investment Corporation | 0.00% | New | 15,047 | $641K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -80.7% | 14,985 | $638K |
| BankPlus Trust Department | 0.19% | New | 14,830 | $632K |
| Continental Investors Services, Inc. | 1.12% | Add +2.3% | 14,640 | $624K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +11.9% | 14,520 | $619K |
| Retirement Planning Co of New England, Inc. | 0.27% | Reduce -2.1% | 14,398 | $613K |
| Fourth Dimension Wealth, LLC | 0.26% | Reduce -5.6% | 14,266 | $608K |
| Citigroup Inc. | 0.00% | Add +936.9% | 13,926 | $593K |
| Indie Asset Partners, LLC | 1.07% | Reduce -1.1% | 13,837 | $589K |
| Outlook Wealth Advisors, LLC | 0.15% | Add +49.1% | 13,771 | $587K |
| Centaurus Financial, Inc. | 0.03% | Reduce -22.1% | 13,764 | $586K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.4% | 13,743 | $585K |
| Redwood Financial Network Corp | 0.40% | Reduce -0.7% | 13,731 | $585K |
| BIP Wealth, LLC | 0.04% | Reduce -28.8% | 13,704 | $584K |
| Tilson Financial Group, Inc. | 0.22% | Reduce -2.6% | 13,637 | $581K |
| International Private Wealth Advisors LLC | 0.50% | Add +67.6% | 13,621 | $580K |
| Brown Financial Advisory | 0.32% | No change | 13,495 | $575K |
| Citizens Financial Group Inc. | 0.01% | Reduce -23.9% | 13,392 | $570K |
| Integrity Financial Corp | 0.29% | Reduce -65.7% | 13,335 | $568K |
| Lockerman Financial Group, Inc. | 0.76% | Add +84.4% | 13,261 | $565K |
| McClarren Financial Advisors, Inc. | 0.37% | Add +45.7% | 13,179 | $561K |
| HBW Advisory Services LLC | 0.07% | Reduce -22.4% | 13,026 | $555K |
| Scarborough Advisors, LLC | 0.11% | Reduce -56.5% | 12,900 | $550K |
| Nwam LLC | 0.03% | Reduce -5.7% | 12,736 | $547K |
| PCA Investment Advisory Services Inc. | 0.23% | Add +0.8% | 12,709 | $541K |
| Horizon Wealth Management, LLC | 0.09% | Reduce -1.0% | 12,667 | $540K |
| Pacific Sun Financial Corp | 0.28% | Reduce -1.3% | 12,634 | $538K |
| Financial Network Wealth Advisors LLC | 0.65% | Add +2.8% | 12,588 | $536K |
| E&G Advisors, LLC | 0.14% | Reduce -1.9% | 12,586 | $536K |
| Forefront Wealth Partners, LLC | 0.37% | Reduce -15.2% | 11,915 | $535K |
| Barnes Pettey Financial Advisors, LLC | 0.36% | No change | 12,529 | $534K |
| Fingerlakes Wealth Management, Inc. | 0.40% | Reduce -0.8% | 12,476 | $531K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -28.7% | 12,454 | $531K |
| ERn Financial, LLC | 0.11% | Reduce -18.7% | 12,337 | $526K |
| Compound Planning, Inc. | 0.02% | Reduce -34.7% | 12,315 | $525K |
| Grove Bank & Trust | 0.06% | Reduce -6.8% | 12,175 | $519K |
| Ground Swell Capital, LLC | 0.85% | New | 12,074 | $514K |
| Harbor Investment Advisory, LLC | 0.05% | Add +27.2% | 11,965 | $510K |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -26.9% | 11,890 | $506K |
| Latitude Advisors, LLC | 0.25% | Add +5.8% | 11,851 | $505K |
| Salomon & Ludwin, LLC | 0.05% | No change | 11,447 | $501K |
| Precedent Wealth Partners, LLC | 0.12% | Reduce -36.0% | 11,708 | $499K |
| Precision Wealth Strategies, LLC | 0.16% | New | 11,702 | $499K |
| Elite Financial, Inc. | 0.25% | Add +20.9% | 11,601 | $498K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -16.6% | 11,616 | $495K |
| Symphony Financial, Ltd. Co. | 0.06% | New | 10,526 | $491K |
| McGuire Investment Group, LLC | 0.06% | No change | 11,357 | $484K |
| Bank of Marin | 0.36% | Reduce -0.6% | 11,326 | $482K |
| Wambolt & Associates, LLC | 0.16% | Reduce -26.9% | 11,143 | $482K |
| Seros Financial, LLC | 0.30% | Add +0.0% | 11,205 | $477K |
| Sovereign Financial Group, Inc. | 0.10% | No change | 11,193 | $477K |
| Lynch & Associates | 0.10% | No change | 11,114 | $473K |
| Montis Financial, LLC | 0.13% | Add +1.6% | 11,057 | $471K |
| BCS Wealth Management | 0.10% | Reduce -6.2% | 11,045 | $471K |
| Security Financial Services, INC. | 0.08% | Reduce -14.8% | 10,990 | $468K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 10,925 | $465K |
| Advance Capital Management, Inc. | 0.02% | Reduce -7.3% | 10,924 | $465K |
| Keybank National Association | 0.00% | No change | 10,914 | $465K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.0% | 10,907 | $465K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.1% | 10,877 | $463K |
| Stephens Inc. | 0.01% | Add +1.5% | 10,875 | $463K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.4% | 10,767 | $459K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 10,643 | $453K |
| Graney & King, LLC | 0.30% | Add +0.3% | 10,510 | $448K |
| Second Line Capital, LLC | 0.10% | Reduce -0.1% | 10,504 | $447K |
| Templeton & Phillips Capital Management, LLC | 0.32% | No change | 10,381 | $442K |
| Old Second National Bank of Aurora | 0.10% | Reduce -0.6% | 10,370 | $442K |
| Vista Investment Management | 0.16% | Add +6.6% | 10,254 | $437K |
| Advisory Services Network, LLC | 0.01% | Reduce -27.1% | 10,129 | $435K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -64.5% | 10,148 | $432K |
| Scott Marsh Financial, LLC | 0.16% | — | 10,128 | $431K |
| Valpey Financial Services, LLC | 0.30% | — | 10,087 | $430K |
| Mayport, LLC | 0.10% | No change | 10,000 | $426K |
| Claro Advisors Inc. | 0.07% | Reduce -19.3% | 9,984 | $425K |
| Balboa Wealth Partners | 0.09% | Add +60.9% | 9,965 | $425K |
| Acas, LLC | 0.28% | Add +7.0% | 9,316 | $424K |
| Exchange Traded Concepts, LLC | 0.01% | New | 9,935 | $423K |
| Mystic Asset Management, Inc. | 0.10% | Add +1.0% | 9,880 | $421K |
| Curi Capital, LLC | 0.01% | Add +62.7% | 9,844 | $419K |
| ACT Advisors, LLC. | 0.19% | Reduce -5.1% | 9,783 | $417K |
| Anchor Investment Management, LLC | 0.04% | Reduce -1.0% | 9,613 | $410K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -18.7% | 9,604 | $409K |
| BLB&B Advisors, LLC | 0.02% | Reduce -24.4% | 9,601 | $409K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.6% | 9,289 | $409K |
| McIlrath & Eck, LLC | 0.05% | Reduce -5.6% | 9,552 | $407K |
| RMR Wealth Builders | 0.04% | Add +0.4% | 9,433 | $402K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -49.1% | 9,381 | $400K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,379 | $400K |
| Narus Financial Partners, LLC | 0.12% | Reduce -8.1% | 9,370 | $399K |
| Iams Wealth Management, LLC | 0.18% | Add +81.7% | 9,291 | $396K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -6.8% | 9,252 | $394K |
| Vertex Planning Partners, LLC | 0.08% | Add +0.2% | 9,132 | $389K |
| Caldwell Trust Co | 0.04% | No change | 9,047 | $385K |
| Parcion Private Wealth LLC | 0.03% | Reduce -6.0% | 8,980 | $383K |
| Sterling Group Wealth Management, LLC | 0.21% | Reduce -18.8% | 8,936 | $381K |
| Essex Bank | 0.09% | Reduce -4.3% | 8,766 | $373K |
| XTX Topco Ltd | 0.02% | New | 8,754 | $373K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | No change | 8,737 | $372K |
| Richard W. Paul & Associates, LLC | 0.13% | Add +12.9% | 8,664 | $369K |
| Brookstone Capital Management | 0.00% | Reduce -7.0% | 8,633 | $368K |
| Independent Wealth Network Inc. | 0.13% | Add +3.0% | 8,561 | $365K |
| Savvy Advisors, Inc. | 0.02% | Reduce -22.0% | 8,549 | $364K |
| Belpointe Asset Management LLC | 0.02% | Reduce -46.1% | 8,515 | $363K |
| Sandy Cove Advisors, LLC | 0.13% | No change | 8,514 | $363K |
| WealthPLAN Partners, LLC | 0.06% | Add +11.4% | 8,420 | $359K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -74.5% | 8,351 | $356K |
| Summit Trail Advisors, LLC | 0.01% | No change | 8,324 | $355K |
| Retirement Planning Group, LLC | 0.01% | Reduce -3.2% | 8,240 | $351K |
| Two Sigma Securities, LLC | 0.04% | Add +11.9% | 8,231 | $351K |
| American Financial Advisors, LLC | 0.05% | Add +0.3% | 8,220 | $350K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,214 | $350K |
| Brio Consultants, LLC | 0.05% | Reduce -14.5% | 8,154 | $347K |
| Beckerman Institutional, LLC | 0.23% | New | 8,114 | $346K |
| Sovran Advisors, LLC | 0.04% | Reduce -30.3% | 7,915 | $346K |
| Moneywise, Inc. | 0.16% | Reduce -10.3% | 8,065 | $344K |
| PAX Financial Group, LLC | 0.07% | Reduce -10.0% | 8,043 | $343K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $341K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -14.6% | 7,986 | $340K |
| Sterling Wealth Management, Inc. | 0.12% | — | 7,975 | $340K |
| Smartleaf Asset Management LLC | 0.03% | Add +15.5% | 7,932 | $338K |
| Harmony Asset Management LLC | 0.13% | No change | 7,930 | $338K |
| Fusion Family Wealth, LLC | 0.03% | No change | 7,913 | $337K |
| Oakwell Private Wealth Management, LLC | 0.08% | No change | 7,911 | $337K |
| Vantage Investment Partners, LLC | 0.02% | Add +1.0% | 7,905 | $337K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 7,888 | $336K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -14.2% | 7,863 | $335K |
| Laraway Financial Advisors Inc | 0.25% | Add +0.0% | 7,768 | $331K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +27.6% | 7,681 | $327K |
| Hilltop Holdings Inc. | 0.02% | Reduce -2.4% | 7,675 | $327K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 7,662 | $326K |
| Coordinated Financial Services, Inc. | 0.23% | — | 7,591 | $323K |
| Carr Financial Group Corp | 0.10% | Add +0.2% | 7,574 | $323K |
| Center For Asset Management LLC | 0.20% | Add +10.3% | 7,170 | $322K |
| Sebold Capital Management, Inc. | 0.20% | No change | 7,554 | $322K |
| Welch & Forbes LLC | 0.00% | Add +2.6% | 7,485 | $319K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.0% | 7,436 | $317K |
| Koss-Olinger Consulting, LLC | 0.03% | Reduce -21.1% | 7,384 | $315K |
| Fulton Bank, N.A. | 0.01% | Add +6.0% | 7,309 | $311K |
| Van Den Berg Management I, Inc. | 0.09% | Reduce -8.5% | 7,270 | $310K |
| First Heartland Consultants, Inc. | 0.03% | Add +41.8% | 7,261 | $309K |
| William Mack & Associates, Inc. | 0.20% | No change | 7,260 | $309K |
| Keystone Financial Group | 0.03% | Add +4.7% | 7,230 | $308K |
| Caitlin John, LLC | 0.28% | New | 7,188 | $306K |
| Regal Investment Advisors LLC | 0.02% | New | 7,182 | $306K |
| Richard Bernstein Advisors LLC | 0.01% | Reduce -99.6% | 7,168 | $305K |
| Graypoint LLC | 0.02% | Reduce -0.9% | 7,149 | $305K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 7,112 | $303K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 6,923 | $303K |
| Glenmede Investment Management, LP | 0.00% | — | 7,062 | $301K |
| Hopwood Financial Services, Inc. | 0.23% | Reduce -0.8% | 7,037 | $300K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +0.0% | 7,026 | $299K |
| Noesis Capital Mangement Corp. | 0.05% | Add +16.6% | 6,995 | $298K |
| Intrepid Financial Planning Group LLC | 0.13% | Add +2.6% | 6,987 | $298K |
| Continuum Advisory, LLC | 0.04% | Add +12.9% | 6,941 | $296K |
| October Effect Ltd | 0.36% | — | 6,938 | $296K |
| Sigma Planning Corp | 0.01% | Add +8.6% | 6,883 | $293K |
| Optima Capital LLC | 0.16% | Add +0.4% | 6,868 | $293K |
| Wallace Advisory Group, LLC | 0.21% | Add +2.0% | 7,177 | $293K |
| Midwest Financial Network, LLC | 0.29% | Reduce -40.4% | 6,799 | $290K |
| Synovus Financial Corp. | 0.00% | Add +0.0% | 6,747 | $287K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,703 | $286K |
| 49 Wealth Management, LLC | 0.03% | Reduce -94.1% | 6,693 | $285K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +2.2% | 6,691 | $285K |
| Sunpointe, LLC | 0.11% | Reduce -70.1% | 6,684 | $285K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,668 | $284K |
| JDM Financial Group LLC | 0.13% | Add +0.0% | 6,663 | $284K |
| First Trust Advisors LP | 0.00% | Add +3.4% | 6,653 | $283K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -35.4% | 6,608 | $282K |
| High Probability Advisors, LLC | 0.04% | Add +7.0% | 6,533 | $278K |
| Intrua Financial, LLC | 0.04% | Add +17.8% | 6,532 | $278K |
| Fidelity D & D Bancorp Inc. | 0.17% | New | 6,518 | $278K |
| GM Advisory Group, LLC | 0.01% | Reduce -98.7% | 6,516 | $278K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | New | 6,434 | $274K |
| MBE Wealth Management, LLC | 0.12% | Reduce -0.8% | 6,432 | $274K |
| Vestia Personal Wealth Advisors | 0.19% | Reduce -3.3% | 6,406 | $273K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.26% | Reduce -10.5% | 6,292 | $268K |
| Councilor Wealth, LLC | 0.12% | Reduce -0.2% | 6,276 | $267K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,258 | $267K |
| AIFG Consultants Ltd. | 0.52% | Reduce -7.4% | 6,229 | $265K |
| Burt Wealth Advisors | 0.06% | No change | 6,213 | $265K |
| Keel Point, LLC | 0.02% | Reduce -3.2% | 6,196 | $264K |
| Diversified Enterprises, LLC | 0.02% | Reduce -11.0% | 6,191 | $264K |
| Keebeck Wealth Management | 0.03% | No change | 6,168 | $263K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -38.1% | 6,110 | $260K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -2.7% | 6,092 | $260K |
| VCI Wealth Management LLC | 0.09% | New | 6,084 | $259K |
| Quest 10 Wealth Builders, Inc. | 0.25% | Reduce -2.0% | 6,066 | $258K |
| Tsfg, LLC | 0.05% | Add +0.1% | 6,034 | $257K |
| NorthCoast Asset Management LLC | 0.00% | Add +5.1% | 6,030 | $257K |
| Keudell/Morrison Wealth Management | 0.06% | Reduce -15.4% | 6,002 | $256K |
| National Wealth Management Group, LLC | 0.14% | Add +9.3% | 5,995 | $255K |
| Mma Asset Management LLC | 0.10% | Add +0.8% | 5,988 | $255K |
| American Financial & Tax Strategies Inc. | 0.13% | Add +0.7% | 5,982 | $255K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.4% | 5,925 | $252K |
| Argent Trust Co | 0.01% | Add +2.8% | 5,915 | $252K |
| United Advisor Group, LLC | 0.04% | New | 5,856 | $249K |
| Sapient Capital LLC | 0.00% | Reduce -8.3% | 5,828 | $248K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -27.8% | 5,777 | $246K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,744 | $244K |
| Glenview Trust Co | 0.00% | Add +13.7% | 5,705 | $243K |
| PKS Advisory Services, LLC | 0.06% | New | 5,672 | $242K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.8% | 5,672 | $242K |
| Pinnacle Financial Partners Inc | 0.01% | New | 5,642 | $240K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.0% | 5,639 | $240K |
| CX Institutional | 0.01% | Add +0.8% | 5,604 | $239K |
| Optimist Retirement Group LLC | 0.11% | Add +0.1% | 5,547 | $236K |
| Angeles Wealth Management, LLC | 0.02% | Reduce -4.5% | 5,543 | $236K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -7.6% | 5,307 | $234K |
| PSI Advisors, LLC | 0.12% | Reduce -96.9% | 5,477 | $233K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 5,477 | $233K |
| Aspen Wealth Management LLC | 0.06% | Add +0.4% | 5,439 | $232K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +13.2% | 5,395 | $230K |
| Stegent Equity Advisors, Inc. | 0.20% | No change | 5,371 | $229K |
| Fox Financial, Inc | 0.19% | Reduce -0.2% | 5,340 | $227K |
| Summit Wealth Group LLC / Co. | 0.06% | — | 5,336 | $227K |
| Triumph Capital Management | 0.07% | Reduce -47.7% | 5,302 | $226K |
| Townsend Asset Management Corp. /NC/ | 0.08% | Add +0.0% | 5,291 | $225K |
| US Bancorp \de | 0.00% | Add +18.9% | 5,283 | $225K |
| Mascagni Wealth Management, Inc. | 0.19% | Add +6.9% | 5,266 | $224K |
| Professional Financial Advisors, LLC | 0.05% | Reduce -0.9% | 5,266 | $224K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -1.0% | 5,265 | $224K |
| Wealthquest Corp | 0.02% | Reduce -87.6% | 5,255 | $224K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 5,255 | $224K |
| Cypress Financial Planning LLC | 0.07% | New | 5,212 | $222K |
| Bernard Wealth Management Corp. | 0.10% | No change | 5,202 | $222K |
| Ironwood Financial, llc | 0.05% | No change | 5,399 | $220K |
| Whitegate Investment Counselors, Inc. | 0.07% | Reduce -2.0% | 5,155 | $220K |
| Red Mountain Financial, LLC | 0.24% | Add +0.3% | 5,128 | $218K |
| Capital Asset Advisory Services LLC | 0.01% | New | 5,040 | $218K |
| Creative Financial Designs Inc. | 0.02% | Add +8.9% | 5,055 | $215K |
| Apeiron RIA LLC | 0.06% | New | 5,052 | $215K |
| Evergreen Capital Management LLC | 0.01% | New | 5,016 | $214K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 4,981 | $212K |
| Guardian Wealth Advisors, LLC | 0.12% | No change | 4,922 | $210K |
| Elios Financial Group Inc. | 0.09% | Reduce -1.5% | 4,911 | $209K |
| Altfest L J & Co. Inc. | 0.02% | Reduce -42.5% | 4,904 | $209K |
| Arthur M. Cohen & Associates, LLC | 0.04% | New | 4,861 | $207K |
| Stanich Group LLC | 0.19% | Reduce -9.7% | 4,691 | $207K |
| Snider Financial Group | 0.06% | New | 4,779 | $204K |
| High Falls Advisors, Inc | 0.04% | New | 4,779 | $204K |
| Arlington Trust Co LLC | 0.04% | No change | 4,736 | $202K |
| Trinity Wealth Management, LLC | 0.08% | Reduce -74.8% | 4,735 | $202K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +6.3% | 4,723 | $201K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 4,695 | $200K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -3.0% | 4,668 | $199K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.5% | 4,451 | $190K |
| Lavaca Capital LLC | 0.07% | Add +52.3% | 4,299 | $183K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $180K |
| TD Private Client Wealth LLC | 0.00% | Add +9.3% | 4,133 | $176K |
| MJT & Associates Financial Advisory Group, Inc. | 0.21% | No change | 3,929 | $167K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.5% | 3,902 | $166K |
| Glen Eagle Advisors, LLC | 0.03% | Reduce -62.7% | 3,810 | $162K |
| Talon Private Wealth, LLC | 0.02% | Reduce -34.0% | 3,725 | $159K |
| Sachetta, LLC | 0.06% | Add +0.2% | 3,619 | $154K |
| TCTC Holdings, LLC | 0.00% | Add +222.7% | 3,514 | $150K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -68.1% | 3,195 | $136K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -11.8% | 3,144 | $134K |
| NFSG Corp | 0.02% | No change | 3,111 | $133K |
| Horizon Investments, LLC | 0.00% | Add +2.5% | 3,095 | $132K |
| Paladin Advisory Group, LLC | 0.09% | Reduce -70.3% | 2,895 | $123K |
| Ballast Advisors LLC | 0.04% | Reduce -4.9% | 2,804 | $119K |
| S.A. Mason LLC | 0.05% | Reduce -0.7% | 2,543 | $108K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,480 | $106K |
| SIMA Wealth Partners, LLC | 0.08% | Reduce -11.7% | 2,444 | $104K |
| Cape Investment Advisory, Inc. | 0.04% | Add +50.3% | 2,417 | $103K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -13.4% | 2,388 | $100K |
| Whittier Trust Co. | 0.00% | No change | 2,329 | $99K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -6.7% | 2,197 | $96K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.2% | 2,245 | $96K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -7.4% | 2,184 | $94K |
| Abound Wealth Management | 0.03% | No change | 2,105 | $90K |
| Park Place Capital Corp | 0.02% | New | 2,055 | $89K |
| Evolution Wealth Management Inc. | 0.10% | — | 1,875 | $80K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -23.5% | 1,822 | $78K |
| Spire Wealth Management | 0.00% | Reduce -11.9% | 1,814 | $77K |
| Orion Capital Management LLC | 0.03% | No change | 1,790 | $76K |
| Sound Income Strategies, LLC | 0.00% | Reduce -91.9% | 1,741 | $74K |
| Ancora Advisors LLC | 0.00% | Add +40.9% | 1,712 | $73K |
| IMA Advisory Services, Inc. | 0.01% | Reduce -92.1% | 1,695 | $72K |
| Smithfield Trust Co | 0.00% | No change | 1,831 | $72K |
| PrairieView Partners, LLC | 0.01% | Add +5.6% | 1,582 | $67K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $66K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 1,530 | $65K |
| HHM Wealth Advisors, LLC | 0.01% | Add +1.5% | 1,526 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +110.4% | 1,517 | $65K |
| GAMMA Investing LLC | 0.00% | No change | 1,498 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,473 | $63K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,385 | $59K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.5% | 1,355 | $58K |
| American National Bank & Trust | 0.01% | Add +0.5% | 1,340 | $57K |
| Private Wealth Asset Management, LLC | 0.01% | New | 1,315 | $56K |
| Pacifica Partners Inc. | 0.02% | New | 1,204 | $51K |
| Northwest Capital Management Inc | 0.03% | Reduce -79.9% | 1,201 | $51K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,193 | $51K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.8% | 1,190 | $51K |
| MeadowBrook Investment Advisors LLC | 0.04% | New | 1,150 | $49K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +47.3% | 1,121 | $48K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,063 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $46K |
| Capital Investment Counsel, Inc | 0.01% | No change | 1,034 | $44K |
| Retirement Wealth Solutions LLC | 0.03% | New | 1,000 | $43K |
| Red Tortoise LLC | 0.02% | Add +4.8% | 977 | $42K |
| Centennial Bank | 0.02% | No change | 973 | $41K |
| WealthShield Partners, LLC | 0.00% | Add +0.3% | 923 | $39K |
| Chapman Financial Group, LLC | 0.03% | — | 900 | $38K |
| IMG Wealth Management, Inc. | 0.03% | Add +2.6% | 892 | $38K |
| Rialto Wealth Management, LLC | 0.01% | Add +6.7% | 879 | $37K |
| Accredited Wealth Management, LLC | 0.03% | Reduce -11.1% | 800 | $34K |
| Topsail Wealth Management, LLC | 0.01% | New | 800 | $34K |
| Compass Financial Services Inc | 0.02% | Add +225.9% | 756 | $32K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $32K |
| Transce3nd, LLC | 0.01% | Add +33.3% | 689 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 687 | $29K |
| Community Bank, N.A. | 0.00% | Add +6.1% | 677 | $29K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $29K |
| Blue Trust, Inc. | 0.00% | Reduce -85.5% | 611 | $26K |
| Copia Wealth Management | 0.02% | No change | 605 | $26K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 596 | $25K |
| Raffa Wealth Management, LLC | 0.00% | Add +0.5% | 581 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $24K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 562 | $24K |
| Bellwether Advisors, LLC | 0.00% | No change | 561 | $24K |
| GW&K Investment Management, LLC | 0.00% | No change | 534 | $23K |
| Trust Co. of Toledo NA | 0.00% | New | 533 | $23K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +4.1% | 513 | $22K |
| MGB Wealth Management, LLC | 0.01% | Reduce -95.8% | 500 | $21K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $21K |
| AlphaCore Capital LLC | 0.00% | Add +16466.7% | 497 | $21K |
| Creekmur Asset Management LLC | 0.00% | New | 467 | $20K |
| Essential Partners LLC | 0.01% | — | 448 | $19K |
| Atticus Wealth Management, LLC | 0.01% | Add +23.0% | 439 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $18K |
| Global Wealth Strategies & Associates | 0.01% | No change | 406 | $17K |
| Webster Bank, N. A. | 0.00% | No change | 400 | $17K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.9% | 399 | $17K |
| Capital A Wealth Management, LLC | 0.18% | Add +819.0% | 386 | $16K |
| Rossby Financial, LCC | 0.01% | Add +43.0% | 369 | $16K |
| Realta Investment Advisors | 0.01% | Reduce -23.6% | 366 | $16K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 362 | $15K |
| AllSquare Wealth Management LLC | 0.01% | No change | 357 | $15K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $15K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.3% | 345 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +12.6% | 330 | $14K |
| EPG Wealth Management LLC | 0.00% | Add +0.6% | 320 | $14K |
| Howe & Rusling Inc. | 0.00% | Add +218.6% | 309 | $13K |
| Binnacle Investments Inc | 0.01% | No change | 300 | $13K |
| Asset Dedication, LLC | 0.00% | Add +114.6% | 279 | $12K |
| Safe Harbor Fiduciary, LLC | 0.01% | Add +34.3% | 278 | $12K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 259 | $11K |
| Johnson Financial Group, Inc. | 0.00% | No change | 257 | $11K |
| Arax Advisory Partners | 0.00% | No change | 252 | $11K |
| North Ridge Wealth Advisors, Inc. | 0.01% | New | 247 | $11K |
| Centricity Wealth Management, LLC | 0.01% | No change | 245 | $10K |
| Clearstead Trust, LLC | 0.00% | New | 240 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 231 | $10K |
| Joseph Group Capital Management | 0.00% | New | 227 | $10K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $9K |
| Qube Research & Technologies Ltd | 0.00% | New | 209 | $9K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $9K |
| Costello Asset Management, INC | 0.00% | New | 200 | $9K |
| Covestor Ltd | 0.00% | Add +388.9% | 176 | $8K |
| 2UniFi Bank | 0.00% | New | 187 | $8K |
| Redwood Park Advisors LLC | 0.01% | Add +0.5% | 187 | $8K |
| 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 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 154 | $7K |
| Woodside Wealth Management LLC | 0.01% | Add +3.5% | 149 | $6K |
| HFM Investment Advisors, LLC | 0.00% | Add +0.7% | 145 | $6K |
| Quaker Wealth Management, LLC | 0.00% | — | 144 | $6K |
| Oakworth Capital, Inc. | 0.00% | New | 138 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 135 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | — | 134 | $6K |
| Legacy Wealth Managment, LLC | 0.00% | New | 134 | $6K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.8% | 130 | $6K |
| 1620 Investment Advisors, Inc. | 0.00% | Add +306.4% | 126 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -74.0% | 126 | $5K |
| Signaturefd, LLC | 0.00% | Add +3.5% | 119 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 113 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $4K |
| Breakwater Investment Management | 0.00% | No change | 85 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 80 | $3K |
| WFA Asset Management Corp | 0.00% | No change | 76 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $3K |
| Murphy & Mullick Capital Management Corp | 0.00% | No change | 50 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 49 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 41 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | New | 38 | $2K |
| New Millennium Group LLC | 0.00% | No change | 38 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 37 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 30 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -99.3% | 25 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 33 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $938 |
| Fortis Group Advisors, LLC | 0.00% | No change | 19 | $809 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 18 | $802 |
| Beacon Capital Management, LLC | 0.00% | Reduce -88.2% | 16 | $684 |
| Tucker Asset Management LLC | 0.00% | Reduce -99.7% | 12 | $511 |
| Truvestments Capital LLC | 0.00% | No change | 10 | $426 |
| NewSquare Capital LLC | 0.00% | No change | 6 | $256 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $185 |
| Bogart Wealth, LLC | 0.00% | No change | 2 | $85 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -96.9% | 1 | $43 |
"% of holder's portfolio" is SPSM's weight in each manager's 13F, not the share of SS SPDR P S&P 600 Small Cap the manager owns.