SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q1 2026 (March 31)1,008holders +22
79new positions
56sold out
3famous investors
$48.37avg. 13F price*
At the end of Q1 2026, 1,008 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 22 from Q4 2025. 79 opened new positions and 56 sold out. The largest holders were LPL Financial LLC ($1.2B), Financial Engines Advisors L.L.C. ($998.9M) and Betterment LLC ($919.0M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $123.9M |
| Exits | 56 | $55.8M |
All 13F filers, Q4 2025 → Q1 2026: 14,985,525 shares bought and 16,693,697 shares sold, net −1,708,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,008 holders
| LPL Financial LLC | 0.32% | Reduce -8.9% | 24,590,961 | $1.2B |
| Financial Engines Advisors L.L.C. | 2.03% | Reduce -2.1% | 20,673,325 | $998.9M |
| Betterment LLC | 1.74% | Add +1.4% | 19,018,965 | $919.0M |
| Morgan Stanley | 0.02% | Reduce -47.7% | 7,192,298 | $347.5M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.9% | 6,582,690 | $318.1M |
| Valmark Advisers, Inc. | 3.11% | Add +2.1% | 5,412,325 | $261.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.48% | Add +41.1% | 4,910,917 | $237.3M |
| Ameriprise Financial Inc. | 0.05% | Add +17.1% | 4,449,775 | $215.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +22.7% | 4,282,710 | $206.9M |
| Bank of America Corp. | 0.01% | Add +2.3% | 3,927,202 | $189.8M |
| Creative Planning | 0.09% | Add +0.3% | 2,802,621 | $135.4M |
| Raymond James Financial Inc. | 0.04% | Add +8.5% | 2,796,663 | $135.1M |
| UBS Group AG | 0.02% | Add +82.9% | 2,353,021 | $113.7M |
| State Street Corp. | 0.00% | Add +16.4% | 1,932,381 | $93.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.1% | 1,914,845 | $92.5M |
| Osaic Holdings, Inc. | 0.13% | Reduce -4.8% | 1,900,594 | $91.8M |
| Pinnacle Wealth Planning Services, Inc. | 9.34% | Add +3.4% | 1,871,039 | $90.4M |
| Wealthcare Advisory Partners LLC | 1.65% | Add +4.4% | 1,757,127 | $84.9M |
| Crestwood Advisors Group, LLC | 1.40% | Add +0.3% | 1,726,647 | $83.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +7.3% | 1,629,720 | $78.7M |
| Assetmark, Inc. | 0.14% | Reduce -6.8% | 1,437,727 | $69.5M |
| Cetera Investment Advisers | 0.07% | Add +4.8% | 1,402,122 | $67.8M |
| Dakota Wealth Management | 1.45% | Add +8.2% | 1,383,470 | $66.8M |
| Mason Street Advisors, LLC | 6.26% | Add +2.5% | 1,326,423 | $64.1M |
| Vantagepoint Investment Advisers LLC | 0.53% | Reduce -1.6% | 1,287,969 | $62.2M |
| Stifel Financial Corp. | 0.05% | Add +0.8% | 1,206,125 | $58.3M |
| Great Valley Advisor Group, Inc. | 1.05% | Add +6.1% | 1,199,602 | $58.0M |
| Independent Advisor Alliance | 0.61% | Add +3534.9% | 1,171,959 | $56.6M |
| Envestnet Portfolio Solutions, Inc. | 0.30% | Reduce -3.4% | 1,137,153 | $54.9M |
| HighTower Advisors, LLC | 0.05% | Add +1.1% | 1,049,517 | $50.7M |
| Private Advisor Group, LLC | 0.22% | Reduce -18.5% | 969,204 | $46.8M |
| Midland Wealth Advisors, LLC | 2.40% | Reduce -1.7% | 963,862 | $46.6M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 945,778 | $45.7M |
| Equitable Holdings, Inc. | 0.29% | Add +1.3% | 970,475 | $45.7M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.2% | 915,509 | $44.2M |
| DAVENPORT & Co LLC | 0.23% | Add +10.5% | 868,384 | $42.0M |
| Stadion Money Management, LLC | 4.19% | Reduce -7.0% | 861,902 | $41.6M |
| Patriot Investment Management Group, Inc. | 2.50% | Add +2.5% | 809,845 | $39.1M |
| Morningstar Investment Management LLC | 2.32% | Reduce -23.5% | 774,051 | $37.4M |
| Truist Financial Corp. | 0.05% | Reduce -2.1% | 759,436 | $36.7M |
| Banco Santander, S.A. | 0.29% | Add +7.2% | 747,076 | $36.1M |
| First Command Advisory Services, Inc. | 0.24% | Add +13.7% | 738,807 | $35.7M |
| One Day In July LLC | 2.85% | Add +8.5% | 737,202 | $35.6M |
| Royal Bank of Canada | 0.01% | Add +12.1% | 736,492 | $35.6M |
| Vicus Capital | 2.43% | Add +8.9% | 682,870 | $33.0M |
| Schroder Investment Management Group | 0.03% | New | 699,363 | $32.9M |
| United Capital Financial Advisors, LLC | 0.20% | Add +16.2% | 677,379 | $32.7M |
| Cwm, LLC | 0.09% | Add +4.4% | 676,310 | $32.7M |
| Corient Private Wealth LP | 0.05% | Add +4.6% | 665,427 | $31.7M |
| Peterson Wealth Advisors, LLC | 4.21% | Reduce -8.9% | 655,147 | $31.7M |
| Bokf, NA | 0.48% | Add +2.9% | 643,708 | $31.1M |
| Evernest Financial Advisors, LLC | 6.20% | Add +40.6% | 562,067 | $29.8M |
| St Germain D J Co. Inc. | 1.18% | Reduce -3.9% | 617,033 | $29.8M |
| Greenleaf Trust | 0.29% | Add +13.6% | 613,136 | $29.6M |
| TSG Advice Partners, LLC | 4.34% | Add +4230.2% | 599,773 | $29.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +11.3% | 594,132 | $28.7M |
| Berkshire Asset Management LLC | 1.21% | Add +3.5% | 583,909 | $28.2M |
| RKL Wealth Management LLC | 2.48% | Reduce -6.8% | 570,265 | $27.6M |
| HighPoint Advisor Group LLC | 1.15% | Reduce -17.1% | 567,620 | $27.4M |
| Avior Wealth Management, LLC | 0.75% | Add +1.8% | 549,962 | $26.6M |
| Oarsman Capital, Inc. | 3.30% | Add +12.2% | 549,596 | $26.6M |
| Abound Financial, LLC | 11.45% | Reduce -7.2% | 542,399 | $26.2M |
| Mariner, LLC | 0.03% | Add +7.4% | 541,600 | $26.2M |
| KWB Wealth | 2.54% | Reduce -9.1% | 548,831 | $25.7M |
| Impact Partnership Wealth, LLC | 3.01% | Add +64.8% | 503,692 | $24.3M |
| Spinnaker Trust | 1.32% | Reduce -4.3% | 492,236 | $23.8M |
| Crews Bank & Trust | 3.41% | Reduce -6.2% | 486,725 | $23.5M |
| Compton Financial Group, LLC | 4.97% | Reduce -23.3% | 465,372 | $22.5M |
| Composition Wealth, LLC | 0.30% | Add +20.0% | 457,735 | $22.1M |
| Garrett Wealth Advisory Group, LLC | 3.93% | Reduce -1.6% | 457,334 | $22.1M |
| Penserra Capital Management LLC | 0.25% | Add +110.2% | 436,531 | $21.1M |
| Fund Evaluation Group, LLC | 0.64% | Reduce -5.1% | 431,328 | $20.8M |
| United Asset Strategies, Inc. | 1.65% | Add +44.6% | 429,834 | $20.8M |
| Cerity Partners LLC | 0.03% | Add +242.7% | 427,811 | $20.7M |
| Diversify Wealth Management, LLC | 0.37% | Add +60.3% | 391,247 | $20.5M |
| Financial Gravity Asset Management, Inc. | 3.56% | Add +6.8% | 413,944 | $20.0M |
| Geneos Wealth Management Inc. | 0.46% | Add +4.0% | 411,006 | $19.9M |
| Allen Capital Group, LLC | 1.77% | Add +2.1% | 406,236 | $19.6M |
| Integrated Wealth Concepts LLC | 0.15% | Add +24.7% | 401,991 | $19.4M |
| Fifth Third Bancorp | 0.04% | Add +20.0% | 399,909 | $19.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 404,830 | $19.0M |
| Boston Standard Wealth Management, LLC | 3.08% | Add +0.0% | 386,844 | $18.8M |
| Leicht Financial Planning & Wealth Management, Inc. | 8.25% | Reduce -1.3% | 376,612 | $18.2M |
| Shepherd Financial Partners LLC | 1.72% | Reduce -2.5% | 376,271 | $18.2M |
| Park Avenue Securities LLC | 0.14% | Reduce -2.6% | 375,765 | $18.2M |
| Lido Advisors, LLC | 0.07% | Reduce -23.0% | 366,585 | $17.7M |
| Cornerstone Advisors Asset Management, LLC | 2.73% | Add +4.6% | 366,407 | $17.7M |
| Flagship Harbor Advisors, LLC | 0.76% | Reduce -15.6% | 359,055 | $17.3M |
| Atlas Private Wealth Advisors | 3.98% | Reduce -1.9% | 349,866 | $16.9M |
| Hancock Prospecting Pty Ltd | 0.50% | No change | 342,840 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -38.1% | 336,883 | $16.4M |
| My Portfolio Guide, LLC | 8.99% | — | 336,521 | $16.3M |
| AlphaStar Capital Management, LLC | 1.19% | Add +7.3% | 334,996 | $16.2M |
| TPG Financial Advisors, LLC | 5.23% | Add +4.4% | 332,689 | $16.1M |
| Cahaba Wealth Management, Inc. | 1.09% | Add +1.9% | 332,052 | $16.0M |
| Merit Financial Group, LLC | 0.12% | Reduce -4.7% | 326,417 | $15.8M |
| JNBA Financial Advisors | 1.30% | Reduce -2.8% | 322,548 | $15.6M |
| Evermay Wealth Management LLC | 1.72% | Add +5.1% | 321,698 | $15.5M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -0.2% | 319,997 | $15.5M |
| WBH Advisory Inc. | 1.14% | Add +1.1% | 313,519 | $15.2M |
| Texas Permanent School Fund Corp. | 0.56% | Reduce -82.7% | 312,500 | $15.1M |
| Savant Capital, LLC | 0.07% | Add +37.2% | 307,346 | $14.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.4% | 307,211 | $14.8M |
| Financial Security Advisor, Inc. | 2.71% | Reduce -3.6% | 305,899 | $14.8M |
| Legacy Edge Advisors, LLC | 1.54% | Reduce -32.8% | 303,000 | $14.6M |
| Pure Financial Advisors, LLC | 0.21% | Add +4.5% | 299,826 | $14.5M |
| Windsor Capital Management, LLC | 4.22% | Reduce -1.6% | 292,052 | $14.1M |
| MML Investors Services, LLC | 0.04% | Reduce -16.6% | 290,530 | $14.0M |
| CIBC Bancorp USA Inc. | 0.02% | — | 289,293 | $14.0M |
| Allworth Financial LP | 0.06% | Add +7.0% | 288,717 | $14.0M |
| Taylor & Morgan Wealth Management, LLC | 7.86% | Add +2.8% | 285,077 | $13.8M |
| Focus Partners Wealth | 0.02% | Add +32.7% | 279,186 | $13.5M |
| Western Wealth Management, LLC | 0.51% | Add +25.7% | 279,669 | $13.5M |
| Klaas Financial Asset Advisors, LLC | 1.85% | New | 277,052 | $13.4M |
| OneAscent Financial Services LLC | 0.72% | New | 274,293 | $13.3M |
| Carnegie Investment Counsel | 0.26% | Add +0.1% | 273,617 | $13.2M |
| IHT Wealth Management, LLC | 0.31% | Add +8.3% | 273,555 | $13.2M |
| Gibbs Wealth Management | 1.72% | Add +132.2% | 269,984 | $13.0M |
| Foguth Wealth Management, LLC. | 1.49% | Reduce -33.7% | 237,266 | $12.8M |
| Carroll Advisory Group, LLC | 4.94% | Add +19.3% | 263,496 | $12.7M |
| Parkside Financial Bank & Trust | 0.96% | Add +6.8% | 258,170 | $12.5M |
| Montz Harcus Wealth Management LLC | 4.99% | Add +8.2% | 255,778 | $12.4M |
| SilverOak Wealth Management LLC | 1.92% | Add +10.5% | 251,695 | $12.2M |
| Financial Insights, Inc. | 3.93% | Add +9.2% | 251,186 | $12.1M |
| Valeo Financial Advisors, LLC | 0.29% | Reduce -0.5% | 248,750 | $12.0M |
| Mgo One Seven LLC | 0.23% | Add +0.3% | 238,308 | $11.5M |
| Octavia Wealth Advisors, LLC | 1.06% | Reduce -32.3% | 228,575 | $11.0M |
| Waller Financial Planning Group, Inc. | 2.37% | Reduce -5.6% | 222,063 | $10.7M |
| Tortoise Investment Management, LLC | 0.88% | Add +6.6% | 221,406 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -24.6% | 221,148 | $10.7M |
| Prudent Investors Network, Inc. | 2.32% | New | 220,956 | $10.7M |
| Aspire Capital Advisors LLC | 2.37% | Add +4.2% | 218,013 | $10.5M |
| Bank of Nova Scotia | 0.02% | New | 217,100 | $10.5M |
| Richmond Investment Services, LLC | 1.68% | Reduce -4.3% | 214,545 | $10.4M |
| Syntegra Private Wealth Group, LLC | 0.98% | Reduce -12.7% | 213,495 | $10.3M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +1.5% | 213,193 | $10.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.4% | 208,033 | $10.1M |
| Royce & Associates LP | 0.10% | Reduce -1.0% | 207,723 | $10.0M |
| Sterling Investment Advisors, Ltd. | 1.81% | Reduce -1.6% | 80,410 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.36% | Add +2.6% | 203,636 | $9.8M |
| Cary Street Partners Financial LLC | 0.24% | Reduce -1.2% | 201,674 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 191,905 | $9.3M |
| Avidian Wealth Enterprises, LLC | 0.29% | Add +0.1% | 190,637 | $9.2M |
| Focus Financial Network, Inc. | 0.33% | Reduce -74.7% | 189,103 | $9.1M |
| Bleakley Financial Group, LLC | 0.14% | Add +17.3% | 188,676 | $9.1M |
| Louisiana State Employees Retirement System | 0.16% | Add +342.9% | 186,000 | $9.0M |
| Hibernia Wealth Partners, LLC | 2.63% | Add +1.3% | 183,755 | $8.9M |
| Berkeley Capital Partners, LLC | 2.02% | Add +1.7% | 180,714 | $8.7M |
| Private Advisory Group LLC | 0.60% | Add +2.3% | 178,230 | $8.6M |
| Debussy Capital Management LP | 1.15% | Add +12.5% | 172,345 | $8.3M |
| Arkansas Financial Group, Inc. | 1.14% | Add +18.5% | 161,507 | $8.2M |
| Wrapmanager Inc. | 2.81% | Reduce -4.5% | 167,238 | $8.1M |
| Bensler, LLC | 0.83% | Add +3.8% | 165,738 | $8.0M |
| Millington Financial Advisors, LLC | 3.35% | Add +4.3% | 150,015 | $8.0M |
| International City Management Association Retirement Corp | 4.00% | No change | 161,660 | $7.8M |
| North Star Asset Management Inc. | 0.33% | Reduce -16.0% | 155,933 | $7.5M |
| Orange Investment Advisors, Inc. | 0.96% | Add +1.9% | 153,348 | $7.4M |
| RVW Wealth, LLC | 0.58% | Reduce -14.9% | 153,116 | $7.4M |
| Private Wealth Group, LLC | 3.43% | Add +1.4% | 152,063 | $7.3M |
| Portside Wealth Group, LLC | 0.99% | Add +9.0% | 150,338 | $7.3M |
| AF Advisors, Inc. | 4.01% | No change | 150,000 | $7.2M |
| Warren Street Wealth Advisors, LLC | 1.83% | Reduce -2.0% | 148,342 | $7.2M |
| Collier Financial | 5.46% | Reduce -1.9% | 148,220 | $7.2M |
| Principal Securities, Inc. | 0.10% | Add +19.3% | 146,725 | $7.1M |
| Asset Management Group, Inc. | 1.15% | Reduce -0.5% | 146,587 | $7.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +21.3% | 145,680 | $7.0M |
| Trilogy Capital Inc. | 0.31% | Add +9.1% | 144,312 | $7.0M |
| Harbour Investments, Inc. | 0.11% | Add +47.2% | 143,890 | $7.0M |
| Paulson Wealth Management Inc. | 1.61% | Add +10.3% | 142,248 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.0% | 142,110 | $6.9M |
| Advance Capital Management, Inc. | 0.26% | Reduce -1.0% | 139,728 | $6.8M |
| Leslie Global Wealth, LLC | 3.45% | Reduce -0.0% | 135,376 | $6.5M |
| IAG Wealth Partners, LLC | 0.73% | Add +3.2% | 135,291 | $6.5M |
| Brown Advisory Inc. | 0.01% | Add +2.9% | 133,747 | $6.5M |
| Advisor OS, LLC | 0.47% | Add +1.8% | 133,476 | $6.4M |
| Evolve Private Wealth, LLC | 0.34% | Reduce -1.8% | 132,225 | $6.4M |
| &partners | 0.03% | Add +24.6% | 129,154 | $6.2M |
| Franklin Resources Inc. | 0.00% | Add +138.4% | 127,678 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.21% | Reduce -3.6% | 127,181 | $6.1M |
| Midwest Trust Co | 0.08% | Reduce -1.3% | 126,702 | $6.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.19% | Reduce -17.7% | 124,320 | $6.0M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.06% | Reduce -15.8% | 122,585 | $5.9M |
| Pallas Capital Advisors LLC | 0.22% | Add +42.6% | 122,134 | $5.9M |
| Nottingham Advisors, Inc. | 0.76% | Add +28.4% | 121,497 | $5.9M |
| Waverly Advisors, LLC | 0.04% | Add +7.1% | 120,589 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.29% | Add +0.2% | 119,291 | $5.8M |
| Pathstone Holdings, LLC | 0.02% | Add +7.9% | 119,233 | $5.8M |
| RFG Advisory, LLC | 0.11% | Reduce -12.2% | 118,444 | $5.7M |
| XY Planning Network, Inc. | 0.91% | Add +11.3% | 117,355 | $5.7M |
| Fiduciary Group, LLC | 0.48% | Add +7.3% | 117,098 | $5.7M |
| Hofer & Associates. Inc | 2.99% | Add +2.9% | 115,145 | $5.6M |
| Napier Financial, LLC | 1.21% | Add +0.7% | 108,923 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +5.5% | 106,067 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.3% | 105,897 | $5.1M |
| Pachira Investments Inc. | 2.39% | Reduce -10.7% | 105,860 | $5.1M |
| 626 Financial, LLC | 2.27% | Reduce -0.9% | 105,206 | $5.1M |
| Landmark Wealth Management, Inc. | 1.90% | Reduce -17.8% | 104,370 | $5.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.4% | 103,400 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.8% | 103,255 | $5.0M |
| UNIVEST FINANCIAL Corp | 0.28% | Reduce -61.7% | 103,204 | $5.0M |
| AE Wealth Management LLC | 0.03% | Add +5.2% | 100,676 | $4.9M |
| WCG Wealth Advisors LLC | 0.13% | Reduce -22.7% | 98,944 | $4.8M |
| MJP Associates Inc. | 0.57% | Add +4.5% | 97,168 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -44.0% | 96,912 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +250.7% | 96,334 | $4.7M |
| Colton Groome Financial Advisors, LLC | 1.33% | Add +7.9% | 96,319 | $4.7M |
| Shum Financial Group, Inc. | 3.29% | Add +0.1% | 96,266 | $4.7M |
| Premier Private Wealth Management LLC | 4.90% | Add +0.5% | 96,240 | $4.7M |
| Resonant Capital Advisors, LLC | 0.24% | Reduce -21.8% | 95,194 | $4.6M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Add +22.7% | 93,408 | $4.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.26% | New | 93,343 | $4.5M |
| Wealth Management Resources, Inc. | 1.56% | Reduce -1.4% | 92,801 | $4.5M |
| Arkadios Wealth Advisors | 0.07% | Add +268.3% | 92,653 | $4.5M |
| Wealth Advisory Solutions, LLC | 0.99% | Add +13.9% | 92,206 | $4.5M |
| Aspire Private Capital, LLC | 1.00% | Reduce -22.1% | 91,801 | $4.4M |
| AlphaCore Capital LLC | 0.10% | Reduce -5.9% | 90,919 | $4.4M |
| SeedSafe Financial LLC | 3.61% | Add +1.2% | 90,692 | $4.4M |
| SCS Capital Management LLC | 0.05% | Reduce -5.3% | 90,239 | $4.4M |
| Rainier Family Wealth Inc. | 2.90% | Reduce -4.0% | 89,325 | $4.3M |
| CVFG LLC | 0.53% | Add +5.0% | 88,733 | $4.3M |
| AQR Capital Management | 0.00% | Add +21.2% | 87,622 | $4.2M |
| Seeds Investor LLC | 0.57% | Reduce -14.8% | 81,676 | $4.2M |
| Larson Financial Group LLC | 0.13% | Reduce -14.5% | 86,420 | $4.2M |
| Gotham Asset Management | 0.01% | Add +128.2% | 86,254 | $4.2M |
| Knightsbridge Asset Management, LLC | 0.56% | Add +0.3% | 86,215 | $4.2M |
| Retiremitten Financial LLC | 1.99% | — | 85,201 | $4.1M |
| 1900 Wealth Management LLC | 0.26% | Reduce -3.1% | 84,263 | $4.1M |
| Signal Advisors Wealth, LLC | 0.28% | Reduce -11.8% | 84,229 | $4.1M |
| Compass Wealth Management LLC | 0.99% | Add +3.0% | 83,250 | $4.0M |
| DDFG, Inc | 0.86% | Add +4.5% | 82,387 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +47.4% | 80,797 | $3.9M |
| Chicago Partners Investment Group LLC | 0.09% | Add +5.0% | 73,826 | $3.9M |
| Moneco Advisors, LLC | 0.29% | Add +8.4% | 78,635 | $3.8M |
| GeoWealth Management, LLC | 0.14% | Add +193.1% | 78,536 | $3.8M |
| Perennial Investment Advisors, LLC | 0.30% | Reduce -5.1% | 78,028 | $3.8M |
| Obermeyer Wealth Partners | 0.17% | Reduce -10.0% | 77,820 | $3.8M |
| Roan Capital Partners | 3.43% | — | 76,838 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +24.8% | 76,833 | $3.7M |
| Hughes Financial Services, LLC | 0.57% | Reduce -2.6% | 76,715 | $3.7M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -11.1% | 76,568 | $3.7M |
| Sage Financial Management Group, Inc. | 1.14% | Add +3.1% | 76,535 | $3.7M |
| Atria Investments, Inc | 0.04% | Reduce -4.5% | 76,220 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +107.3% | 74,595 | $3.6M |
| Legacy Solutions, LLC | 3.34% | Reduce -6.3% | 74,559 | $3.6M |
| Summit Financial, LLC | 0.05% | Add +227.0% | 74,014 | $3.6M |
| Up Capital Management, Inc. | 4.00% | New | 73,872 | $3.6M |
| Jones Financial Companies LLLP | 0.00% | Add +78.5% | 74,351 | $3.5M |
| Citigroup Inc. | 0.00% | Add +33126.6% | 72,434 | $3.5M |
| G&S Capital LLC | 1.23% | Add +43.4% | 72,176 | $3.5M |
| IFP Advisors, Inc | 0.07% | Add +10.3% | 71,831 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.3% | 71,608 | $3.5M |
| Jacobi Capital Management LLC | 0.19% | Add +8.5% | 71,536 | $3.5M |
| NorthRock Partners, LLC | 0.06% | Add +36.4% | 71,374 | $3.4M |
| Disciplined Investors, L.L.C. | 2.05% | Add +3.0% | 71,127 | $3.4M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | No change | 70,903 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +58.4% | 70,676 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -0.1% | 70,479 | $3.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +10.9% | 69,531 | $3.4M |
| Level Four Advisory Services, LLC | 0.11% | Add +25.0% | 68,758 | $3.3M |
| StoneX Group Inc. | 0.17% | New | 67,086 | $3.2M |
| Destiny Capital Corp | 1.73% | Reduce -5.4% | 67,077 | $3.2M |
| Breakwater Capital Group | 0.43% | Add +1.1% | 67,056 | $3.2M |
| Pecaut & Co. | 1.05% | Reduce -2.5% | 66,906 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +8.3% | 66,047 | $3.2M |
| WNY Asset Management, LLC | 0.33% | — | 66,457 | $3.2M |
| Capital Investment Management, Inc. | 1.10% | Add +1.9% | 66,445 | $3.2M |
| Legend Financial Advisors, Inc. | 2.07% | Add +24.5% | 66,364 | $3.2M |
| Annex Advisory Services, LLC | 0.06% | Reduce -4.5% | 66,334 | $3.2M |
| Meridian Financial Advisors, LLC | 1.75% | Add +2.4% | 66,296 | $3.2M |
| Luminist Capital LLC | 4.27% | New | 66,040 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +129.7% | 60,547 | $3.2M |
| Clarus Wealth Advisors | 1.35% | Reduce -1.5% | 64,197 | $3.2M |
| Nicolet Bankshares Inc. | 0.11% | New | 64,023 | $3.1M |
| Opal Wealth Advisors, LLC | 0.70% | Add +5.0% | 64,243 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Add +2.8% | 63,766 | $3.1M |
| Wealthcare Capital Partners, LLC | 1.43% | Add +3.0% | 63,300 | $3.1M |
| Garden State Investment Advisory Services LLC | 0.73% | Reduce -0.7% | 62,945 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +1.7% | 62,758 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +1.3% | 62,587 | $3.0M |
| Maia Wealth LLC | 0.51% | Add +31.0% | 62,206 | $3.0M |
| Capital Analysts, LLC | 0.08% | Reduce -15.7% | 61,664 | $3.0M |
| RMR Capital Management, LLC | 2.15% | Add +9.8% | 61,551 | $3.0M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +8.0% | 61,307 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.16% | No change | 61,017 | $2.9M |
| FMR LLC | 0.00% | Add +0.8% | 60,934 | $2.9M |
| SkyOak Wealth, LLC | 0.53% | Add +3.0% | 60,415 | $2.9M |
| CFM Wealth Partners LLC | 0.44% | Add +0.2% | 60,298 | $2.9M |
| Kensington Asset Management, LLC | 0.16% | Reduce -75.4% | 60,272 | $2.9M |
| Amicus Financial Advisors, LLC | 0.80% | Reduce -0.2% | 60,136 | $2.9M |
| Meitav Investment House Ltd. | 0.03% | New | 60,000 | $2.9M |
| Smith & Howard Wealth Management, LLC | 0.63% | Add +1129.5% | 59,976 | $2.9M |
| Summit Global Investments | 0.17% | Reduce -63.3% | 59,529 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 58,734 | $2.8M |
| Bill Few Associates, Inc. | 0.68% | Add +6.1% | 58,717 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Add +0.3% | 58,634 | $2.8M |
| Wealthcare Capital Management LLC | 0.28% | Reduce -0.5% | 58,622 | $2.8M |
| Securian Asset Management, Inc. | 0.11% | Reduce -0.6% | 58,354 | $2.8M |
| WLTH Capital Management, LLC | 2.20% | Reduce -1.1% | 58,222 | $2.8M |
| Stablepoint Partners, LLC | 0.41% | Add +7.7% | 57,329 | $2.8M |
| Modera Wealth Management, LLC | 0.03% | Reduce -18.1% | 57,079 | $2.8M |
| Modern Wealth Management, LLC | 0.05% | Reduce -5.1% | 56,364 | $2.7M |
| Wealth Advisors of Iowa, LLC | 0.85% | Add +32.9% | 56,580 | $2.7M |
| Marathon Strategic Advisors, LLC | 1.95% | Add +3.2% | 56,255 | $2.7M |
| Private Trust Co. NA | 0.24% | Reduce -6.5% | 55,883 | $2.7M |
| Omnitrust Wealth Management, Inc | 3.48% | New | 55,631 | $2.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.91% | Add +0.6% | 55,529 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.35% | Add +3.6% | 54,986 | $2.7M |
| Alta Wealth Advisors LLC | 0.86% | Add +14.1% | 54,911 | $2.7M |
| Simplicity Wealth,LLC | 0.15% | Add +23.6% | 54,127 | $2.6M |
| Smartleaf Asset Management LLC | 0.09% | Add +45.1% | 55,436 | $2.6M |
| Ironwood Wealth Management, LLC. | 0.74% | Reduce -3.3% | 53,519 | $2.6M |
| Raleigh Capital Management Inc. | 0.89% | Reduce -17.1% | 53,261 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +13.7% | 52,685 | $2.5M |
| Naples Global Advisors, LLC | 0.19% | Reduce -0.2% | 52,565 | $2.5M |
| True Blue Financial, LLC | 1.99% | Add +15.4% | 52,255 | $2.5M |
| Coastwise Capital Group, LLC | 1.39% | Add +1.3% | 51,947 | $2.5M |
| Golden State Wealth Management, LLC | 0.27% | Reduce -30.6% | 51,862 | $2.5M |
| BCGM Wealth Management, LLC | 0.63% | Reduce -1.1% | 51,849 | $2.5M |
| Gateway Wealth Partners, LLC | 0.10% | Add +111.6% | 51,768 | $2.5M |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +11.4% | 51,706 | $2.5M |
| Signet Financial Management, LLC | 0.28% | Add +8.6% | 51,574 | $2.5M |
| Lanark Financial, Inc. | 0.19% | Add +7.2% | 51,440 | $2.5M |
| Manhattan West Asset Management, LLC | 0.48% | Add +10.6% | 51,049 | $2.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +2.7% | 50,811 | $2.5M |
| Integrity Alliance, Llc. | 0.09% | Add +652.0% | 50,689 | $2.4M |
| Bison Wealth, LLC | 0.24% | Add +65.1% | 46,502 | $2.4M |
| Blueprint Investment Partners LLC | 0.25% | Reduce -9.4% | 49,825 | $2.4M |
| Bank of Montreal | 0.00% | Add +2.7% | 49,797 | $2.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +124.8% | 49,106 | $2.4M |
| Midwest Financial Network, LLC | 1.88% | Add +205.6% | 49,067 | $2.4M |
| Zinnia Wealth Advisory, LLC | 2.65% | Add +85.7% | 48,918 | $2.4M |
| Semitam Bonam LLC | 1.89% | Reduce -1.1% | 47,766 | $2.3M |
| Tandem Investment Partners LLC | 1.95% | Reduce -0.0% | 47,510 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.5% | 47,220 | $2.3M |
| Bedel Financial Consulting, Inc. | 0.26% | Add +19.5% | 46,847 | $2.3M |
| Krilogy Financial LLC | 0.07% | Add +1.2% | 43,731 | $2.3M |
| Sharkey, Howes & Javer | 0.30% | Reduce -54.0% | 46,596 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +10.3% | 46,356 | $2.2M |
| Rothschild Wealth LLC | 0.20% | Reduce -3.3% | 45,351 | $2.2M |
| AGH Wealth Advisors, LLC | 1.61% | Add +71.2% | 45,152 | $2.2M |
| Forefront Wealth Partners, LLC | 0.91% | Add +8.5% | 45,071 | $2.2M |
| World Investment Advisors | 0.04% | Add +0.2% | 45,056 | $2.2M |
| Fortitude Family Office, LLC | 0.48% | Reduce -1.6% | 44,656 | $2.2M |
| Affinity Capital Advisors, LLC | 0.30% | Reduce -0.8% | 44,330 | $2.1M |
| IFG Advisors, LLC | 0.35% | Reduce -4.0% | 44,111 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 43,995 | $2.1M |
| Alpha Capital Advisors Inc. | 2.01% | Add +2.6% | 43,798 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +0.3% | 43,699 | $2.1M |
| Bluesphere Advisors LLC | 0.75% | New | 43,640 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.8% | 43,555 | $2.1M |
| Charter Research & Investment Group, Inc. | 1.40% | Add +0.3% | 43,541 | $2.1M |
| VestGen Advisors, LLC | 0.06% | Add +225.0% | 39,779 | $2.1M |
| Towercrest Capital Management | 0.33% | Add +0.2% | 43,425 | $2.1M |
| BlackRock, Inc. | 0.00% | Add +15.3% | 43,221 | $2.1M |
| Stone Summit Wealth LLC | 0.58% | Reduce -15.3% | 43,143 | $2.1M |
| NovaPoint Capital, LLC | 0.52% | Reduce -0.3% | 43,012 | $2.1M |
| Sherman Asset Management, Inc. | 1.90% | Add +11.8% | 42,843 | $2.1M |
| Defined Wealth Management, LLC | 1.21% | Reduce -0.9% | 42,805 | $2.1M |
| Goodman Financial Corp | 0.35% | Reduce -0.9% | 42,473 | $2.1M |
| ARS Investment Partners, LLC | 0.11% | Add +36.5% | 41,850 | $2.0M |
| American Financial Advisors, LLC | 0.27% | Add +2.9% | 41,264 | $2.0M |
| Balefire, LLC | 0.37% | Add +11.1% | 40,500 | $2.0M |
| Shoker Investment Counsel, Inc. | 0.58% | Reduce -4.2% | 40,446 | $2.0M |
| Saxony Capital Management, LLC | 1.12% | Add +137.1% | 39,775 | $1.9M |
| Sunflower Bank, N.A. | 0.49% | Reduce -6.9% | 39,638 | $1.9M |
| Lebenthal Global Advisors, LLC | 0.28% | Add +2.1% | 39,386 | $1.9M |
| Northwest Wealth Advisors, LLC | 1.36% | Add +19.2% | 39,379 | $1.9M |
| Blue Fin Capital, Inc. | 0.30% | Add +15.9% | 38,482 | $1.9M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -38.5% | 38,439 | $1.9M |
| Raelipskie Partnership | 0.78% | Add +4.4% | 38,235 | $1.8M |
| Gambit Capital Management, LLC | 1.32% | Reduce -17.1% | 37,965 | $1.8M |
| 21 West Wealth Management LLC | 1.67% | Reduce -2.6% | 37,220 | $1.8M |
| Marmo Financial Group, LLC | 0.89% | Reduce -3.7% | 37,011 | $1.8M |
| Headinvest, LLC | 0.37% | Add +23.0% | 36,990 | $1.8M |
| CoreCap Advisors, LLC | 0.06% | Add +1.0% | 36,788 | $1.8M |
| WESCAP Management Group, Inc. | 0.35% | Reduce -7.7% | 36,258 | $1.8M |
| Crescent Grove Advisors, LLC | 0.17% | Add +0.9% | 36,064 | $1.7M |
| Syon Capital LLC | 0.09% | Add +5.3% | 35,836 | $1.7M |
| Armbruster Capital Management, Inc. | 0.28% | Add +2.6% | 35,724 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -5.2% | 35,092 | $1.7M |
| Legacy Private Trust Co. | 0.10% | Add +0.1% | 34,632 | $1.7M |
| Courier Capital LLC | 0.09% | Add +4.6% | 34,441 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -48.1% | 34,105 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.16% | Add +0.1% | 33,937 | $1.6M |
| McNamara Financial Services, Inc. | 0.31% | Reduce -2.5% | 33,887 | $1.6M |
| Alliance Wealth Management Group | 0.36% | Add +0.3% | 33,849 | $1.6M |
| MBM Wealth Consultants, LLC | 0.37% | Add +1.5% | 33,518 | $1.6M |
| HM Payson & Co. | 0.02% | Reduce -2.4% | 33,330 | $1.6M |
| FF Advisors,LLC | 0.65% | No change | 30,214 | $1.6M |
| TKG Advisors, LLC | 0.64% | Add +47.9% | 31,943 | $1.5M |
| Higgins & Schmidt Wealth Strategies LLC | 0.70% | Reduce -5.6% | 31,881 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -2.4% | 31,454 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.26% | Add +0.1% | 31,356 | $1.5M |
| CSM Advisors, LLC | 0.04% | Reduce -12.1% | 30,642 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Reduce -7.0% | 30,561 | $1.5M |
| Arete Wealth Advisors, LLC | 0.11% | Reduce -5.6% | 30,521 | $1.5M |
| Whalerock Point Partners, LLC | 0.30% | No change | 30,488 | $1.5M |
| Legacy Wealth Partners, LLC | 0.37% | Reduce -15.9% | 30,191 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +187.4% | 29,995 | $1.4M |
| Lunt Capital Management, Inc. | 0.56% | Reduce -22.4% | 29,960 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +8.3% | 29,488 | $1.4M |
| Northwest Bancshares, Inc. | 0.28% | Reduce -0.0% | 29,333 | $1.4M |
| Deltec Asset Management LLC | 0.26% | No change | 29,330 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.44% | Reduce -13.8% | 28,597 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | Add +26.0% | 28,388 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.4% | 27,934 | $1.3M |
| South Shore Capital Advisors | 0.98% | Add +2.4% | 27,795 | $1.3M |
| Breachway Investments LLC | 1.28% | Add +8.7% | 25,714 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -15.6% | 28,257 | $1.3M |
| Values Added Financial LLC | 0.56% | Add +11.7% | 27,455 | $1.3M |
| Range Financial Group LLC | 0.44% | Reduce -2.5% | 27,362 | $1.3M |
| Lee, Kelleher & Klein Wealth Management | 0.78% | Reduce -6.9% | 27,028 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | New | 27,027 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +20.1% | 26,761 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +11.2% | 26,683 | $1.3M |
| Regal Investment Advisors LLC | 0.07% | Add +0.6% | 26,670 | $1.3M |
| Key Financial Inc | 0.23% | Add +1.9% | 26,577 | $1.3M |
| River Street Advisors LLC | 0.43% | Add +1.1% | 26,373 | $1.3M |
| Global Financial Private Client, LLC | 0.41% | Reduce -11.3% | 25,773 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 25,712 | $1.2M |
| Richardson Financial Services Inc. | 0.78% | Reduce -17.6% | 25,638 | $1.2M |
| Swmg, LLC | 0.35% | Add +0.6% | 25,601 | $1.2M |
| Alaska Wealth Advisors, LLC | 0.15% | Add +20.8% | 25,388 | $1.2M |
| Kagan Cocozza Asset Management | 0.86% | Reduce -4.4% | 25,163 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.3% | 25,104 | $1.2M |
| Orin Green Financial, LLC | 0.50% | Reduce -1.9% | 25,011 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Add +409.9% | 24,805 | $1.2M |
| Liberty Square Wealth Partners LLC | 0.33% | Reduce -10.4% | 24,747 | $1.2M |
| Blueprint Financial Advisors LLC | 0.18% | Reduce -12.3% | 24,686 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +2.3% | 24,189 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -11.2% | 24,186 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -6.2% | 24,169 | $1.2M |
| Navigation Group, LLC | 0.27% | — | 24,059 | $1.2M |
| Intrua Financial, LLC | 0.12% | Reduce -6.0% | 23,786 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -21.9% | 23,569 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.0% | 22,963 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.35% | Reduce -2.8% | 22,943 | $1.1M |
| Novus Advisors, LLC | 2.47% | Reduce -20.9% | 22,863 | $1.1M |
| MAI Capital Management | 0.01% | Add +5.2% | 22,664 | $1.1M |
| Vise Technologies, Inc. | 0.02% | No change | 23,119 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -0.1% | 22,187 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Reduce -5.7% | 22,100 | $1.1M |
| TD Capital Management LLC | 0.10% | Reduce -6.4% | 22,079 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 21,936 | $1.1M |
| SFG Wealth Management, LLC. | 0.43% | Add +10.6% | 21,840 | $1.1M |
| Keener Financial Planning LLC | 0.44% | Add +0.2% | 21,467 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +16.6% | 21,213 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +15.4% | 20,986 | $1.0M |
| Nikulski Financial, Inc. | 0.25% | Reduce -13.3% | 20,794 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +31.9% | 20,535 | $992K |
| Beckerman Institutional, LLC | 0.52% | Add +16.0% | 20,398 | $986K |
| Commerce Bank | 0.00% | Add +4.3% | 20,186 | $975K |
| HORAN Wealth, LLC | 0.09% | No change | 20,309 | $952K |
| Sei Investments Co. | 0.00% | Reduce -25.3% | 19,417 | $938K |
| Financial Network Wealth Advisors LLC | 0.95% | Add +9.9% | 19,303 | $933K |
| Independent Financial Group, LLC | 0.02% | Add +4.1% | 19,298 | $932K |
| Ranch Capital Advisors Inc. | 0.34% | Add +2.1% | 19,218 | $929K |
| Axis Wealth Partners, LLC | 0.49% | Add +0.4% | 19,198 | $928K |
| Integrity Wealth Solutions LLC | 0.36% | Add +2.2% | 19,109 | $923K |
| Seaside Wealth Management, Inc. | 0.26% | Add +0.5% | 19,104 | $923K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +550.6% | 18,802 | $909K |
| Prospera Financial Services Inc | 0.01% | Add +104.1% | 18,691 | $903K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.1% | 18,509 | $894K |
| Maridea Wealth Management LLC | 0.13% | Reduce -3.4% | 18,460 | $892K |
| Summit Financial Strategies, Inc. | 0.07% | New | 18,456 | $892K |
| Wulff, Hansen & Co. | 0.91% | No change | 18,455 | $892K |
| Berman McAleer LLC | 0.12% | Reduce -7.5% | 18,402 | $889K |
| Norden Group LLC | 0.09% | Add +0.7% | 18,367 | $887K |
| International Private Wealth Advisors LLC | 0.54% | Reduce -15.3% | 18,349 | $887K |
| Downshift Financial, LLC | 0.45% | Add +1.5% | 16,651 | $878K |
| Delta Wealth Advisors LLC | 0.67% | Reduce -4.0% | 18,134 | $876K |
| Elgethun Capital Management | 0.14% | Reduce -4.9% | 18,126 | $876K |
| Bernicke Wealth Management, Ltd. | 0.11% | No change | 17,959 | $868K |
| Pitcairn Wealth Advisors LLC | 0.08% | Reduce -0.0% | 18,500 | $867K |
| Titleist Asset Management, LLC | 0.07% | Reduce -0.3% | 17,928 | $866K |
| CCG Wealth Management, LLC | 0.23% | Add +299.6% | 17,822 | $861K |
| Troutman Wealth Management, LLC | 0.71% | Reduce -0.7% | 17,713 | $856K |
| CGN Advisors LLC | 0.07% | Add +7.9% | 17,541 | $848K |
| Go Invest LLC | 0.24% | Add +4.1% | 17,495 | $845K |
| Empowered Funds, LLC | 0.01% | Add +168.4% | 17,462 | $844K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 17,459 | $844K |
| Wiregrass Investment Management LLC | 0.70% | Add +6.5% | 17,372 | $839K |
| Idaho Trust Co | 0.27% | Reduce -13.9% | 17,029 | $823K |
| Timmons Wealth Management, LLC | 0.78% | Add +11.0% | 16,997 | $821K |
| Opulen Financial Group LLC | 0.58% | Add +1.3% | 16,956 | $819K |
| Nwam LLC | 0.05% | Add +33.2% | 16,956 | $819K |
| CX Institutional | 0.02% | Reduce -12.8% | 16,917 | $817K |
| Flow Traders U.S. LLC | 0.03% | New | 16,894 | $816K |
| American Trust | 0.07% | Add +2.3% | 16,877 | $815K |
| Comprehensive Money Management Services LLC | 0.53% | No change | 16,800 | $812K |
| WASHINGTON TRUST Co | 0.03% | New | 16,745 | $809K |
| Ascent Group, LLC | 0.03% | Reduce -18.7% | 16,608 | $802K |
| Columbia River Financial Group, LLC | 0.46% | Reduce -0.5% | 16,543 | $799K |
| Northbridge Financial Group, LLC | 0.34% | Reduce -3.7% | 15,503 | $795K |
| Redwood Financial Network Corp | 0.52% | Add +2.3% | 16,444 | $795K |
| White Pine Capital LLC | 0.22% | Add +3.3% | 16,436 | $794K |
| Lockerman Financial Group, Inc. | 1.42% | Reduce -14.3% | 16,314 | $788K |
| Aldebaran Financial Inc. | 0.75% | Reduce -1.4% | 16,258 | $786K |
| Silverlake Wealth Management LLC | 0.17% | Reduce -3.0% | 16,192 | $782K |
| Baltimore-Washington Financial Advisors, Inc. | 0.03% | Reduce -6.6% | 16,095 | $778K |
| Butensky & Cohen Financial Security, Inc. | 0.20% | Add +1.1% | 16,071 | $777K |
| F/m Investments LLC | 0.05% | No change | 16,064 | $777K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +0.9% | 16,070 | $777K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Reduce -4.5% | 16,035 | $775K |
| BankPlus Trust Department | 0.20% | Add +6.3% | 15,760 | $762K |
| Founders Financial Securities LLC | 0.04% | Add +28.9% | 14,879 | $757K |
| Colonial River Investments, LLC | 0.27% | Reduce -6.5% | 15,626 | $755K |
| Capstone Wealth Management Group, LLC | 0.31% | Add +6.0% | 15,480 | $748K |
| Alliance Wealth Advisors, LLC | 0.16% | Reduce -23.9% | 15,195 | $734K |
| Summit Investment Advisory Services, LLC | 0.27% | Reduce -8.3% | 15,158 | $732K |
| Advisory Alpha, LLC | 0.02% | Add +23.3% | 14,913 | $721K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -0.4% | 14,903 | $720K |
| Penobscot Wealth Management | 0.21% | Reduce -0.2% | 14,830 | $717K |
| Collaborative Wealth Managment Inc. | 0.33% | Reduce -2.8% | 14,730 | $712K |
| Denver Wealth Management, Inc. | 0.24% | Reduce -5.7% | 14,728 | $712K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 14,497 | $700K |
| Fourth Dimension Wealth, LLC | 0.26% | Reduce -2.7% | 14,442 | $698K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -19.3% | 14,403 | $696K |
| Wall Capital Group, Inc. | 0.74% | Add +6.9% | 14,397 | $696K |
| Keystone Financial Group | 0.05% | Add +1.6% | 14,200 | $690K |
| Horizon Investments, LLC | 0.01% | Add +224.9% | 14,236 | $688K |
| WealthTrak Capital Management LLC | 0.49% | New | 14,177 | $685K |
| American Investment Services, Inc. | 0.15% | No change | 14,119 | $682K |
| BIP Wealth, LLC | 0.03% | Add +7.0% | 14,107 | $682K |
| Sunburst Financial Group, LLC | 0.13% | Reduce -0.3% | 14,026 | $678K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.1% | 13,990 | $676K |
| Tidemark, LLC | 0.17% | Reduce -19.7% | 13,944 | $674K |
| Financial Management Network Inc. | 0.10% | Reduce -7.6% | 13,069 | $665K |
| Xcelsior Advisor Partners LLC | 0.25% | Add +3.1% | 13,756 | $665K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -61.7% | 13,715 | $663K |
| LexAurum Advisors, LLC | 0.09% | — | 13,701 | $662K |
| Rossmore Private Capital | 0.06% | Add +594.5% | 13,675 | $661K |
| E&G Advisors, LLC | 0.15% | Add +0.1% | 13,629 | $659K |
| Advisor Resource Council | 0.26% | Add +1.2% | 13,597 | $657K |
| Indie Asset Partners, LLC | 0.75% | Add +0.0% | 13,584 | $656K |
| Apella Capital, LLC | 0.01% | Reduce -5.7% | 12,387 | $653K |
| MFA Wealth Services | 0.43% | Reduce -62.4% | 13,351 | $645K |
| Estate Counselors, LLC | 0.06% | New | 13,295 | $642K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +10.7% | 13,272 | $641K |
| Investment Planning Advisors, Inc. | 0.17% | Add +5.2% | 13,073 | $632K |
| Retirement Planning Co of New England, Inc. | 0.26% | Reduce -1.0% | 13,044 | $630K |
| Tilson Financial Group, Inc. | 0.19% | Add +0.2% | 13,014 | $629K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 12,968 | $627K |
| Independent Wealth Network Inc. | 0.18% | Add +47.8% | 12,861 | $621K |
| Vista Investment Management | 0.21% | Reduce -11.3% | 12,758 | $616K |
| Valpey Financial Services, LLC | 0.40% | Add +1.4% | 12,722 | $615K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 12,670 | $612K |
| Perspective Wealth Advisors LLC | 0.40% | Add +11.6% | 12,618 | $610K |
| Pacific Sun Financial Corp | 0.29% | Add +0.6% | 12,298 | $594K |
| Third View Private Wealth, LLC | 0.08% | Reduce -3.4% | 12,227 | $591K |
| Barnes Pettey Financial Advisors, LLC | 0.26% | No change | 12,226 | $591K |
| McClarren Financial Advisors, Inc. | 0.35% | Add +131.7% | 12,131 | $586K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -6.7% | 12,097 | $585K |
| Continental Investors Services, Inc. | 0.55% | Add +0.8% | 10,883 | $581K |
| Centaurus Financial, Inc. | 0.03% | Reduce -19.0% | 11,899 | $575K |
| Fulton Bank, N.A. | 0.02% | Add +1.1% | 11,720 | $566K |
| Balboa Wealth Partners | 0.10% | Reduce -18.5% | 11,717 | $566K |
| Two Sigma Securities, LLC | 0.07% | New | 11,569 | $559K |
| Bank of Marin | 0.41% | Add +3.9% | 11,496 | $555K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -0.6% | 11,378 | $555K |
| Iams Wealth Management, LLC | 0.19% | Reduce -3.4% | 11,454 | $554K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -35.9% | 11,454 | $553K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +100.8% | 11,454 | $553K |
| NewEdge Wealth, LLC | 0.01% | Add +129.1% | 11,394 | $551K |
| Essex Bank | 0.12% | Reduce -1.0% | 11,374 | $549K |
| McGuire Investment Group, LLC | 0.06% | No change | 11,357 | $549K |
| Fingerlakes Wealth Management, Inc. | 0.36% | Add +0.0% | 11,355 | $549K |
| Brown Financial Advisory | 0.27% | Reduce -16.0% | 11,331 | $548K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.3% | 11,313 | $547K |
| Savvy Advisors, Inc. | 0.01% | Add +9.0% | 11,242 | $543K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -12.3% | 11,227 | $542K |
| Synergy Investment Management, LLC | 0.18% | Reduce -2.1% | 11,182 | $540K |
| Mengis Capital Management, Inc. | 0.09% | Add +8.4% | 11,182 | $540K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 11,176 | $540K |
| Sovereign Financial Group, Inc. | 0.09% | Add +0.1% | 11,125 | $538K |
| WealthPoint Financial, LLC | 0.45% | Reduce -10.1% | 11,116 | $537K |
| Lynch & Associates | 0.10% | No change | 11,114 | $537K |
| Second Line Capital, LLC | 0.10% | Reduce -2.0% | 9,989 | $533K |
| October Effect Ltd | 0.61% | Add +31.1% | 10,874 | $525K |
| BCS Wealth Management | 0.11% | Reduce -50.0% | 10,795 | $522K |
| Old Second National Bank of Aurora | 0.11% | Reduce -0.7% | 10,787 | $521K |
| Gilpin Wealth Management, LLC | 0.41% | Reduce -4.8% | 10,730 | $518K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 10,642 | $514K |
| Graney & King, LLC | 0.28% | Add +0.5% | 10,591 | $512K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.4% | 10,546 | $510K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -10.1% | 10,513 | $508K |
| Sanchez Gaunt Capital Management, LLC | 0.32% | — | 10,480 | $506K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 10,361 | $501K |
| Keybank National Association | 0.00% | No change | 10,347 | $500K |
| Templeton & Phillips Capital Management, LLC | 0.41% | No change | 10,319 | $499K |
| McIlrath & Eck, LLC | 0.04% | Reduce -3.4% | 10,299 | $498K |
| Claro Advisors Inc. | 0.06% | Add +3.5% | 10,191 | $492K |
| Montis Financial, LLC | 0.10% | Reduce -5.4% | 10,107 | $488K |
| Elite Financial, Inc. | 0.22% | Reduce -8.6% | 10,104 | $488K |
| Mystic Asset Management, Inc. | 0.11% | Add +2.1% | 10,005 | $483K |
| Mayport, LLC | 0.09% | No change | 10,000 | $483K |
| Wbi Investments, LLC | 0.13% | New | 9,962 | $481K |
| Millington Securities, LLC | 0.13% | — | 9,962 | $481K |
| Creative Financial Designs Inc. | 0.03% | Reduce -7.5% | 9,841 | $475K |
| Vawter Financial, Ltd. | 0.20% | Add +0.0% | 9,804 | $474K |
| Northern Trust Corp. | 0.00% | Reduce -69.5% | 9,706 | $469K |
| Range Advisory, LLC | 0.09% | Add +9.4% | 9,682 | $468K |
| Symphony Financial, Ltd. Co. | 0.06% | Add +1.8% | 9,726 | $466K |
| ACT Advisors, LLC. | 0.20% | Reduce -5.3% | 9,566 | $462K |
| Curi Capital, LLC | 0.01% | Reduce -6.8% | 9,510 | $460K |
| Legacy Advisors, LLC | 0.05% | No change | 9,475 | $458K |
| Anchor Investment Management, LLC | 0.04% | Reduce -1.3% | 9,463 | $457K |
| GM Advisory Group, LLC | 0.02% | Add +9.3% | 9,406 | $455K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 9,379 | $453K |
| Mma Asset Management LLC | 0.16% | Add +21.8% | 9,370 | $453K |
| Sand Hill Global Advisors, LLC | 0.02% | Add +1.0% | 9,276 | $448K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.23% | Add +4.2% | 9,248 | $447K |
| Grove Bank & Trust | 0.05% | No change | 9,192 | $444K |
| Latitude Advisors, LLC | 0.20% | Reduce -13.3% | 9,160 | $443K |
| Caitlin John, LLC | 0.26% | Reduce -23.7% | 9,057 | $438K |
| Security Financial Services, INC. | 0.07% | Reduce -0.7% | 8,988 | $434K |
| Parcion Private Wealth LLC | 0.03% | No change | 8,980 | $434K |
| E6 Portfolios, LLC | 0.45% | Add +12.5% | 8,931 | $432K |
| Stirlingshire Investments, Inc. | 0.38% | Add +56.7% | 8,899 | $430K |
| Caldwell Trust Co | 0.04% | No change | 8,862 | $428K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.0% | 8,861 | $428K |
| Capital Financial Group Inc\co\ | 0.24% | Reduce -3.3% | 8,856 | $428K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 8,819 | $426K |
| VCI Wealth Management LLC | 0.12% | Reduce -24.6% | 8,804 | $425K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.32% | Reduce -11.8% | 8,755 | $423K |
| PFG Advisors | 0.02% | Reduce -30.1% | 8,677 | $419K |
| Transcend Capital Advisors, LLC | 0.03% | Add +2.0% | 8,638 | $417K |
| WealthPlan Investment Management, LLC | 0.02% | New | 8,598 | $415K |
| ERn Financial, LLC | 0.08% | Reduce -22.3% | 8,576 | $414K |
| Aureum Wealth Management, LLC | 0.29% | New | 8,558 | $414K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -0.6% | 8,474 | $409K |
| Fisher Asset Management | 0.00% | New | 8,469 | $409K |
| Laraway Financial Advisors Inc | 0.29% | Add +0.0% | 8,447 | $408K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -12.3% | 7,649 | $406K |
| Retirement Planning Group, LLC | 0.01% | Add +2.8% | 8,346 | $403K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -1.7% | 8,338 | $403K |
| Howard Financial Services, LTD. | 0.05% | Add +0.2% | 8,322 | $402K |
| Keudell/Morrison Wealth Management | 0.08% | Reduce -2.6% | 8,312 | $402K |
| Curry Webb Wealth Management LLC | 0.19% | Add +0.2% | 8,266 | $399K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,109 | $398K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -6.9% | 8,224 | $397K |
| Integrity Wealth Partners, LLC | 0.36% | — | 8,224 | $397K |
| Apollon Financial, LLC | 0.05% | New | 8,138 | $393K |
| Sunpointe, LLC | 0.13% | Reduce -5.8% | 8,132 | $393K |
| Center For Asset Management LLC | 0.19% | Add +9.2% | 8,116 | $392K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -4.9% | 8,071 | $390K |
| Greenspring Advisors, LLC | 0.02% | New | 8,009 | $387K |
| Colonial Trust Co / SC | 0.05% | No change | 8,000 | $387K |
| Sterling Wealth Management, Inc. | 0.11% | No change | 7,975 | $385K |
| Interchange Capital Partners, LLC | 0.12% | New | 9,420 | $384K |
| Harmony Asset Management LLC | 0.12% | No change | 7,920 | $383K |
| Oath Planning, LLC | 0.34% | Add +0.3% | 7,912 | $382K |
| Oakwell Private Wealth Management, LLC | 0.07% | No change | 7,911 | $382K |
| Sandy Cove Advisors, LLC | 0.11% | Reduce -0.5% | 7,904 | $382K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.0% | 7,897 | $382K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -0.3% | 7,855 | $380K |
| Fusion Family Wealth, LLC | 0.03% | No change | 7,571 | $375K |
| Pettinga Financial Advisors LLC | 0.07% | Add +62.2% | 7,750 | $374K |
| Venture Visionary Partners LLC | 0.01% | Add +2.7% | 7,657 | $370K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +14.2% | 7,616 | $368K |
| Coordinated Financial Services, Inc. | 0.21% | Add +0.3% | 7,535 | $364K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -0.5% | 7,491 | $362K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | Reduce -3.5% | 7,462 | $361K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.6% | 7,437 | $359K |
| First Trust Advisors LP | 0.00% | Add +4.4% | 7,383 | $357K |
| Narus Financial Partners, LLC | 0.09% | Reduce -16.1% | 7,355 | $355K |
| US Bancorp \de | 0.00% | Add +2.8% | 7,335 | $354K |
| Sankala Group LLC | 0.29% | Reduce -0.3% | 7,390 | $354K |
| Welch & Forbes LLC | 0.00% | No change | 7,263 | $351K |
| William Mack & Associates, Inc. | 0.20% | No change | 7,260 | $351K |
| Moneywise, Inc. | 0.15% | Reduce -0.1% | 7,255 | $351K |
| Ieq Capital, LLC | 0.00% | Reduce -44.0% | 7,242 | $350K |
| Van Den Berg Management I, Inc. | 0.08% | Reduce -0.7% | 7,242 | $350K |
| Avantax Planning Partners, Inc. | 0.01% | Add +4.6% | 7,134 | $345K |
| Absolute Capital Management, LLC | 0.11% | Reduce -10.7% | 7,047 | $341K |
| BLB&B Advisors, LLC | 0.01% | Reduce -7.6% | 7,026 | $339K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,025 | $339K |
| Founders Financial Alliance, LLC | 0.06% | Add +4.4% | 7,005 | $338K |
| Ketron Financial | 0.12% | Reduce -0.1% | 6,993 | $338K |
| Intrepid Financial Planning Group LLC | 0.14% | Reduce -0.2% | 6,973 | $337K |
| Retirement Financial Solutions, LLC | 0.10% | Add +0.3% | 6,960 | $336K |
| PAX Financial Group, LLC | 0.06% | Reduce -5.0% | 6,950 | $336K |
| Optima Capital LLC | 0.16% | Add +0.3% | 6,949 | $336K |
| Wallace Advisory Group, LLC | 0.36% | Reduce -9.3% | 6,943 | $335K |
| Keel Point, LLC | 0.02% | Reduce -13.3% | 6,920 | $334K |
| Integrity Financial Corp | 0.17% | Reduce -8.6% | 6,912 | $334K |
| Richard W. Paul & Associates, LLC | 0.11% | Reduce -11.9% | 6,907 | $334K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +14.4% | 6,859 | $331K |
| Hopwood Financial Services, Inc. | 0.22% | Reduce -5.3% | 6,830 | $330K |
| YHB Investment Advisors, Inc. | 0.02% | Add +38.0% | 6,814 | $329K |
| Factor Wealth Management LTD | 0.06% | Reduce -0.3% | 6,806 | $329K |
| January Capital Advisors LLC | 0.44% | — | 6,803 | $329K |
| Compound Planning, Inc. | 0.01% | Reduce -7.6% | 6,789 | $328K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -7.4% | 6,776 | $327K |
| Tilia Fiduciary Partners, Inc. | 0.18% | Add +2.1% | 6,766 | $327K |
| Fidelity D & D Bancorp Inc. | 0.13% | Add +3.7% | 6,757 | $326K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -17.8% | 6,731 | $325K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +12.4% | 6,729 | $325K |
| Apeiron RIA LLC | 0.08% | Add +17.6% | 6,716 | $324K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,668 | $322K |
| High Probability Advisors, LLC | 0.04% | Reduce -0.0% | 6,662 | $322K |
| Carr Financial Group Corp | 0.08% | Reduce -6.2% | 6,618 | $320K |
| Vestia Personal Wealth Advisors | 0.15% | Add +1.6% | 6,596 | $319K |
| Paragon Advisors, LLC | 0.09% | New | 6,580 | $318K |
| Bridgelight Financial Advisors, Inc. | 0.27% | Add +0.2% | 6,575 | $318K |
| JDM Financial Group LLC | 0.12% | Add +0.0% | 6,537 | $316K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 6,515 | $315K |
| EJMK Ventures LLC | 0.17% | Reduce -1.6% | 6,480 | $313K |
| PCG Wealth Advisors, LLC | 0.08% | Add +3.2% | 6,430 | $311K |
| Sherman Wealth Management LLC | 0.27% | Add +0.8% | 6,403 | $309K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -2.1% | 6,507 | $305K |
| Aegis Wealth Management, Inc. | 0.24% | Add +18.1% | 6,283 | $304K |
| Wealthspire Advisors, LLC | 0.00% | Add +14.3% | 6,245 | $302K |
| Diversified Enterprises, LLC | 0.02% | No change | 6,191 | $299K |
| MBE Wealth Management, LLC | 0.12% | Reduce -4.7% | 6,181 | $299K |
| Keebeck Wealth Management | 0.03% | No change | 6,168 | $298K |
| PKS Advisory Services, LLC | 0.07% | No change | 6,159 | $298K |
| Adams Wealth Management | 0.07% | No change | 6,132 | $296K |
| CacheTech Inc. | 0.06% | No change | 6,132 | $296K |
| Eclectic Associates Inc. | 0.04% | Add +28.0% | 6,088 | $294K |
| Acorn Wealth Advisors, LLC | 0.09% | Add +7.2% | 6,086 | $294K |
| Triumph Capital Management | 0.06% | Reduce -13.4% | 6,083 | $294K |
| Plan A Wealth LLC | 0.14% | Reduce -21.2% | 6,072 | $293K |
| Strategic Financial Concepts, LLC | 0.07% | Add +5.2% | 6,008 | $290K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 6,000 | $290K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.3% | 5,998 | $290K |
| Brio Consultants, LLC | 0.04% | Reduce -5.2% | 5,367 | $288K |
| Continuum Advisory, LLC | 0.03% | Add +4.6% | 5,896 | $285K |
| HUB Investment Partners, LLC | 0.01% | New | 5,888 | $285K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -5.6% | 5,861 | $283K |
| Argent Trust Co | 0.01% | Reduce -5.1% | 5,856 | $283K |
| Sapient Capital LLC | 0.00% | No change | 5,828 | $282K |
| Quest 10 Wealth Builders, Inc. | 0.25% | Reduce -0.3% | 5,804 | $280K |
| Milestone Asset Management Group, LLC | 0.16% | Add +0.0% | 5,778 | $279K |
| PCB Capital LLC | 0.44% | Add +10.3% | 5,764 | $279K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -8.3% | 5,742 | $277K |
| Rock Point Advisors, LLC | 0.07% | Add +14.2% | 5,731 | $277K |
| American Financial & Tax Strategies Inc. | 0.13% | Reduce -0.3% | 5,724 | $277K |
| Piscataqua Savings Bank | 0.19% | Reduce -18.6% | 5,680 | $274K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.4% | 5,665 | $274K |
| National Wealth Management Group, LLC | 0.10% | Add +2.1% | 5,648 | $273K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +6.2% | 5,624 | $272K |
| Brookstone Capital Management | 0.00% | Reduce -15.5% | 5,610 | $271K |
| Red Mountain Financial, LLC | 0.25% | Add +0.3% | 5,597 | $270K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 5,560 | $269K |
| Main Street Financial Solutions, LLC | 0.02% | Add +4.8% | 5,541 | $268K |
| Aspen Wealth Management LLC | 0.05% | Add +0.3% | 5,508 | $266K |
| United Advisor Group, LLC | 0.03% | Reduce -7.2% | 5,466 | $264K |
| Tsfg, LLC | 0.04% | Add +0.1% | 5,446 | $263K |
| Sovran Advisors, LLC | 0.02% | Reduce -16.0% | 4,904 | $262K |
| Ironwood Financial, llc | 0.05% | No change | 5,400 | $261K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.3% | 5,156 | $260K |
| Stegent Equity Advisors, Inc. | 0.22% | No change | 5,371 | $260K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +2.1% | 5,366 | $259K |
| Burling Wealth Partners, LLC | 0.04% | Add +17.6% | 5,344 | $258K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 5,336 | $258K |
| Financial Solutions Advisory Group, Inc. | 0.04% | — | 5,330 | $258K |
| Cranbrook Wealth Management, LLC | 0.05% | Add +0.1% | 5,325 | $257K |
| Mascagni Wealth Management, Inc. | 0.18% | Reduce -7.6% | 5,298 | $256K |
| Kraft, Davis & Associates, LLC | 0.05% | New | 4,799 | $256K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.0% | 5,263 | $254K |
| Trinity Wealth Management, LLC | 0.09% | Add +1.1% | 5,255 | $254K |
| Councilor Wealth, LLC | 0.12% | Reduce -16.8% | 5,248 | $254K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -24.0% | 5,218 | $252K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -13.9% | 5,216 | $252K |
| Bernard Wealth Management Corp. | 0.11% | No change | 5,202 | $251K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.0% | 5,175 | $250K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 5,155 | $249K |
| PSI Advisors, LLC | 0.06% | Reduce -6.9% | 5,132 | $248K |
| Tucker Asset Management LLC | 0.07% | Add +42666.7% | 5,132 | $248K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,016 | $242K |
| Main Line Retirement Advisors, LLC | 0.12% | Add +0.2% | 4,995 | $241K |
| Cypress Financial Planning LLC | 0.07% | Reduce -2.6% | 4,988 | $241K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,981 | $241K |
| Kelman-Lazarov, Inc. | 0.03% | Add +0.2% | 4,979 | $241K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.3% | 4,921 | $239K |
| Lavaca Capital LLC | 0.04% | Reduce -0.1% | 4,901 | $237K |
| Townsend Asset Management Corp. /NC/ | 0.09% | Reduce -7.5% | 4,896 | $237K |
| Aprio Wealth Management, LLC | 0.01% | New | 4,880 | $236K |
| One Wealth Capital Management, LLC | 0.10% | Add +1.4% | 4,392 | $232K |
| Arlington Trust Co LLC | 0.02% | No change | 4,736 | $229K |
| Hamilton Wealth, LLC | 0.04% | No change | 4,721 | $228K |
| Wedbush Securities Inc. | 0.01% | New | 4,684 | $226K |
| Stanich Group LLC | 0.17% | Reduce -0.3% | 4,666 | $225K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -4.4% | 4,597 | $222K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 4,589 | $222K |
| Glenview Trust Co | 0.00% | No change | 4,500 | $217K |
| Counterweight Ventures, LLC | 0.12% | No change | 4,489 | $217K |
| Pine Valley Investments Ltd Liability Co | 0.01% | No change | 4,485 | $217K |
| Wealthquest Corp | 0.02% | Reduce -9.8% | 4,470 | $216K |
| GSG Advisors LLC | 0.06% | No change | 4,448 | $215K |
| Stevens Capital Partners | 0.05% | New | 4,434 | $214K |
| Accretive Wealth Partners, LLC | 0.06% | New | 4,430 | $214K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -31.0% | 4,379 | $212K |
| Financial Strategies Group, Inc. | 0.04% | New | 3,968 | $211K |
| Guardian Wealth Advisors, LLC | 0.12% | Reduce -2.7% | 4,357 | $211K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 4,346 | $210K |
| HBW Advisory Services LLC | 0.02% | Reduce -67.3% | 4,343 | $210K |
| Vanguard Advisers Inc. | 0.00% | — | 4,337 | $210K |
| Marion Wealth Management | 0.05% | Reduce -2.4% | 4,329 | $209K |
| Professional Financial Advisors, LLC | 0.04% | Reduce -4.1% | 4,327 | $209K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 4,300 | $208K |
| Sigma Planning Corp | 0.01% | Reduce -12.5% | 4,289 | $207K |
| BlueChip Wealth Advisors LLC | 0.09% | New | 4,282 | $207K |
| Elevation Wealth Management LLC | 0.19% | No change | 4,282 | $207K |
| Fonville Wealth Management LLC | 0.04% | New | 4,267 | $206K |
| Forza Wealth Management, LLC | 0.07% | New | 4,249 | $205K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $205K |
| True Vision MN LLC | 0.11% | Reduce -19.5% | 4,219 | $204K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -6.1% | 4,216 | $204K |
| RCW Management, LLC | 0.21% | New | 4,208 | $203K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,197 | $203K |
| Capital Squared Financial LLC | 0.15% | New | 4,178 | $202K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -33.0% | 3,802 | $201K |
| Advyzon Investment Management, LLC | 0.02% | New | 4,160 | $201K |
| Strategic Investment Advisors / MI | 0.01% | New | 3,970 | $192K |
| S.A. Mason LLC | 0.07% | Add +12.3% | 3,929 | $190K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -14.0% | 3,887 | $188K |
| Evolution Wealth Management Inc. | 0.14% | Add +0.1% | 3,866 | $187K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.4% | 3,821 | $185K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -2.8% | 3,743 | $182K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | Add +265.6% | 3,733 | $180K |
| GGM Financial LLC | 0.07% | Reduce -5.8% | 3,175 | $153K |
| NFSG Corp | 0.02% | No change | 3,111 | $150K |
| Global Trust Asset Management, LLC | 0.06% | No change | 2,998 | $145K |
| First Pacific Financial | 0.02% | Add +1917.8% | 2,946 | $142K |
| MJT & Associates Financial Advisory Group, Inc. | 0.10% | No change | 2,938 | $142K |
| GAMMA Investing LLC | 0.01% | Add +89.7% | 2,842 | $137K |
| Root Financial Partners, LLC | 0.01% | Add +140.4% | 2,822 | $136K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 2,720 | $131K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.0% | 2,656 | $129K |
| Joseph Group Capital Management | 0.03% | Reduce -1.7% | 2,672 | $129K |
| Park Place Capital Corp | 0.03% | Reduce -22.5% | 2,607 | $126K |
| Abound Wealth Management | 0.03% | Add +22.8% | 2,584 | $125K |
| Paladin Advisory Group, LLC | 0.09% | No change | 2,535 | $122K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,480 | $120K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -2.1% | 2,472 | $119K |
| SIMA Wealth Partners, LLC | 0.09% | No change | 2,444 | $118K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 2,438 | $118K |
| Whittier Trust Co. | 0.00% | No change | 2,324 | $114K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -10.3% | 2,347 | $113K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -48.5% | 2,278 | $110K |
| Richard Bernstein Advisors LLC | 0.00% | Reduce -52.1% | 2,208 | $107K |
| Topsail Wealth Management, LLC | 0.02% | No change | 2,170 | $105K |
| MidFirst Bank | 0.01% | Add +10.1% | 2,157 | $104K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -2.5% | 2,104 | $102K |
| Fairway Wealth LLC | 0.03% | New | 2,005 | $97K |
| Smithfield Trust Co | 0.00% | No change | 2,081 | $95K |
| Ballast Advisors LLC | 0.03% | No change | 1,938 | $94K |
| Hara Capital LLC | 0.04% | New | 1,835 | $89K |
| Sage Mountain Advisors LLC | 0.01% | Add +0.5% | 1,831 | $88K |
| Spire Wealth Management | 0.00% | No change | 1,814 | $88K |
| Ancora Advisors LLC | 0.00% | No change | 1,812 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -68.6% | 1,694 | $82K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $82K |
| Signature Equity Partners, LLC | 0.04% | New | 1,609 | $78K |
| Johnson Financial Group, Inc. | 0.00% | Add +507.0% | 1,560 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,536 | $74K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,467 | $71K |
| IMA Advisory Services, Inc. | 0.01% | No change | 1,445 | $70K |
| PlanVest Financial, Inc | 0.05% | — | 1,364 | $66K |
| American National Bank & Trust | 0.01% | No change | 1,340 | $65K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -14.5% | 1,333 | $64K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,315 | $64K |
| Bessemer Group Inc. | 0.00% | Add +23.4% | 1,271 | $61K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 1,150 | $56K |
| Orion Capital Management LLC | 0.02% | No change | 1,150 | $56K |
| Quadrant Capital Group LLC | 0.00% | Reduce -17.3% | 1,113 | $54K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $52K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.8% | 1,064 | $51K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.4% | 1,060 | $51K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,034 | $50K |
| Group One Trading LLC | 0.00% | New | 1,028 | $50K |
| Russell Investments Group, Ltd. | 0.00% | Add +153.0% | 1,027 | $50K |
| Qube Research & Technologies Ltd | 0.00% | Add +53.2% | 1,014 | $49K |
| Red Tortoise LLC | 0.02% | Add +0.4% | 989 | $48K |
| Walsh & Associates, LLC | 0.05% | Add +33.9% | 988 | $48K |
| Centennial Bank | 0.02% | No change | 973 | $47K |
| Ameriflex Group, Inc. | 0.02% | Add +0.1% | 939 | $45K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -12.1% | 918 | $44K |
| Gill Capital Partners, LLC | 0.01% | New | 914 | $44K |
| Sachetta, LLC | 0.02% | Reduce -75.0% | 903 | $44K |
| Chapman Financial Group, LLC | 0.03% | No change | 900 | $43K |
| IMG Wealth Management, Inc. | 0.03% | No change | 869 | $42K |
| Clearstead Trust, LLC | 0.01% | Reduce -30.0% | 834 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 833 | $40K |
| Mather Group, Llc. | 0.00% | New | 828 | $40K |
| International Assets Investment Management, LLC | 0.00% | Reduce -11.3% | 820 | $40K |
| WealthShield Partners, LLC | 0.00% | Add +5.9% | 825 | $40K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 804 | $39K |
| MCF Advisors LLC | 0.00% | No change | 800 | $39K |
| Destiny Wealth Partners, LLC | 0.00% | New | 792 | $38K |
| Align Financial, LLC | 0.02% | Reduce -97.9% | 777 | $38K |
| POM Investment Strategies, LLC | 0.05% | Reduce -95.2% | 775 | $37K |
| Manchester Capital Management LLC | 0.01% | Reduce -3.2% | 762 | $37K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $36K |
| Arax Advisory Partners | 0.00% | Reduce -1.9% | 739 | $36K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 733 | $35K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.3% | 733 | $35K |
| Blue Trust, Inc. | 0.00% | Add +773.2% | 716 | $35K |
| Lodestone Wealth Management LLC | 0.01% | No change | 713 | $34K |
| Copia Wealth Management | 0.02% | Add +14.2% | 691 | $33K |
| Community Bank, N.A. | 0.00% | No change | 677 | $33K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $33K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $32K |
| Scarborough Advisors, LLC | 0.00% | Add +0.3% | 661 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -3.9% | 660 | $32K |
| Financial Perspectives, Inc | 0.01% | Add +101.0% | 623 | $30K |
| Atwood & Palmer Inc. | 0.00% | Reduce -56.2% | 607 | $29K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 604 | $29K |
| Strive Financial Group ,LLC | 0.02% | No change | 600 | $29K |
| Private Wealth Management Group, LLC | 0.01% | New | 600 | $29K |
| Protective Life Corp. | 0.09% | New | 573 | $28K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 569 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 566 | $27K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 564 | $27K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 563 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $27K |
| Covestor Ltd | 0.02% | Add +93.7% | 552 | $27K |
| GW&K Investment Management, LLC | 0.00% | No change | 534 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +5.1% | 538 | $26K |
| Trust Co. of Toledo NA | 0.00% | No change | 533 | $26K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -5.7% | 500 | $24K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 495 | $24K |
| Rossby Financial, LCC | 0.01% | Add +95.2% | 492 | $24K |
| Hantz Financial Services, Inc. | 0.00% | Add +2004.5% | 463 | $22K |
| Essential Partners LLC | 0.01% | No change | 448 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $21K |
| Stone House Investment Management, LLC | 0.00% | Reduce -14.4% | 410 | $20K |
| Global Wealth Strategies & Associates | 0.00% | No change | 406 | $20K |
| Archer Investment Corp | 0.00% | New | 404 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 400 | $19K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +196.8% | 374 | $18K |
| Rialto Wealth Management, LLC | 0.00% | No change | 369 | $18K |
| Blueline Advisors LLC | 0.01% | Reduce -7.8% | 368 | $18K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 330 | $18K |
| Key Capital Management, INC | 0.01% | Add +35400.0% | 355 | $17K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $17K |
| REAP Financial Group, LLC | 0.00% | Reduce -29.4% | 341 | $16K |
| EPG Wealth Management LLC | 0.00% | Add +0.3% | 323 | $16K |
| Hickory Point Bank & Trust | 0.01% | New | 320 | $15K |
| Realta Investment Advisors | 0.01% | Reduce -77.3% | 314 | $15K |
| Cornerstone Financial Management LLC | 0.01% | No change | 311 | $15K |
| HFM Investment Advisors, LLC | 0.01% | Add +86.6% | 306 | $15K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +0.3% | 300 | $14K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Add +6.9% | 278 | $13K |
| Tompkins Financial Corp. | 0.00% | New | 266 | $13K |
| Pittenger & Anderson Inc. | 0.00% | No change | 264 | $13K |
| Signaturefd, LLC | 0.00% | No change | 258 | $12K |
| United Financial Planning Group LLC | 0.01% | No change | 245 | $12K |
| Crewe Advisors LLC | 0.00% | Reduce -52.0% | 240 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +19.5% | 221 | $11K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $10K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $10K |
| UMB Bank, n.a. | 0.00% | Reduce -59.4% | 201 | $10K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $10K |
| Rogco, LP | 0.00% | New | 198 | $10K |
| SHP Wealth Management | 0.00% | No change | 194 | $9K |
| Redwood Park Advisors LLC | 0.01% | Add +0.5% | 189 | $9K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 185 | $9K |
| Horizons Wealth Management | 0.01% | No change | 164 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | New | 154 | $7K |
| First Community Trust NA | 0.01% | No change | 151 | $7K |
| Asset Dedication, LLC | 0.00% | No change | 142 | $7K |
| Financial Freedom, LLC | 0.00% | Reduce -39.8% | 139 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 138 | $7K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 137 | $7K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 135 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 132 | $6K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 131 | $6K |
| Bullock Wealth Management Group | 0.00% | No change | 128 | $6K |
| Financial Consulate, Inc. | 0.00% | Reduce -83.5% | 118 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 118 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 113 | $5K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $5K |
| Hanson & Doremus Investment Management | 0.00% | New | 108 | $5K |
| Burk Holdings LLC | 0.00% | New | 102 | $5K |
| Investors Research Corp | 0.00% | No change | 87 | $4K |
| Breakwater Investment Management | 0.00% | No change | 85 | $4K |
| WPG Advisers, LLC | 0.00% | No change | 80 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 75 | $4K |
| Anfield Capital Management, LLC | 0.00% | No change | 72 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $3K |
| Cornerstone Planning Group LLC | 0.00% | No change | 50 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 50 | $2K |
| Islay Capital Management, LLC | 0.00% | No change | 47 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 42 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 38 | $2K |
| Quent Capital, LLC | 0.00% | No change | 38 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 31 | $1K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 25 | $1K |
| Eastern Bank | 0.00% | New | 25 | $1K |
| Park National Corp. | 0.00% | New | 24 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $1K |
| Networth Advisors, LLC | 0.00% | New | 21 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 19 | $918 |
| TopTier Wealth Management, LLC | 0.00% | New | 17 | $821 |
| Arcadia Investment Management Corp. | 0.00% | Reduce -89.4% | 13 | $629 |
| Truvestments Capital LLC | 0.00% | No change | 11 | $532 |
| SouthState Bank Corp | 0.00% | Reduce -88.3% | 11 | $532 |
| Advocate Investing Services LLC | 0.00% | No change | 9 | $435 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $435 |
| Spirit of America Management Corp. | 0.00% | No change | 4 | $218 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | New | 4 | $194 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $48 |
| Maseco LLP | 0.00% | No change | 1 | $48 |
| Avion Wealth | 0.00% | No change | 17 | $0 |
"% 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.