SS SPDR P S&P 600 Small CapSPSMETF
13F holders, Q2 2026 (June 30)1,055holders +47
103new positions
40sold out
3famous investors
$57.64avg. 13F price*
At the end of Q2 2026, 1,055 institutions reported holding SS SPDR P S&P 600 Small Cap (SPSM) in their 13F filings, up 47 from Q1 2026. 103 opened new positions and 40 sold out. The largest holders were LPL Financial LLC ($1.5B), Betterment LLC ($1.1B) and Financial Engines Advisors L.L.C. ($1.1B). 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 600 Small Cap
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78468R853
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $124.6M |
| Exits | 40 | $30.9M |
All 13F filers, Q1 2026 → Q2 2026: 20,860,170 shares bought and 8,842,620 shares sold, net +12,017,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,055 holders
| LPL Financial LLC | 0.33% | Add +2.4% | 25,175,605 | $1.5B |
| Betterment LLC | 1.87% | Add +0.8% | 19,180,838 | $1.1B |
| Financial Engines Advisors L.L.C. | 1.93% | Reduce -9.0% | 18,804,022 | $1.1B |
| Bank of America Corp. | 0.05% | Add +209.3% | 12,147,363 | $700.5M |
| Morgan Stanley | 0.02% | Add +5.9% | 7,614,768 | $439.1M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +0.2% | 6,597,240 | $380.5M |
| Envestnet Asset Management Inc. | 0.09% | Add +48.7% | 6,367,516 | $367.2M |
| Valmark Advisers, Inc. | 3.13% | Reduce -5.7% | 5,101,635 | $294.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.81% | Add +2.3% | 5,022,048 | $289.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.3% | 4,348,586 | $251.5M |
| Raymond James Financial Inc. | 0.05% | Add +7.6% | 3,009,298 | $173.5M |
| Creative Planning | 0.09% | Reduce -0.9% | 2,776,196 | $160.1M |
| UBS Group AG | 0.02% | Add +5.5% | 2,483,029 | $143.2M |
| Osaic Holdings, Inc. | 0.14% | Add +9.9% | 2,089,160 | $120.5M |
| Stifel Financial Corp. | 0.10% | Add +72.5% | 2,080,273 | $120.0M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.4% | 1,961,330 | $113.1M |
| Pinnacle Wealth Planning Services, Inc. | 10.55% | Add +2.6% | 1,920,706 | $110.8M |
| Wealthcare Advisory Partners LLC | 1.94% | Add +1.1% | 1,776,135 | $102.4M |
| Crestwood Advisors Group, LLC | 1.49% | Add +0.9% | 1,742,537 | $100.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.6% | 1,656,155 | $95.5M |
| State Street Corp. | 0.00% | Reduce -16.5% | 1,613,064 | $93.0M |
| Cetera Investment Advisers | 0.08% | Add +10.9% | 1,554,487 | $89.6M |
| Dakota Wealth Management | 1.65% | Add +8.4% | 1,499,275 | $86.5M |
| Mason Street Advisors, LLC | 7.17% | Add +4.0% | 1,379,248 | $79.5M |
| Assetmark, Inc. | 0.12% | Reduce -13.8% | 1,239,772 | $71.5M |
| Vantagepoint Investment Advisers LLC | 0.53% | Reduce -5.1% | 1,222,487 | $70.5M |
| Great Valley Advisor Group, Inc. | 1.09% | Add +0.1% | 1,200,234 | $69.2M |
| Private Advisor Group, LLC | 0.30% | Add +16.1% | 1,125,006 | $64.9M |
| HighTower Advisors, LLC | 0.06% | Add +2.1% | 1,071,815 | $61.8M |
| Commonwealth Equity Services, LLC | 0.07% | Add +10.2% | 1,009,258 | $58.2M |
| DAVENPORT & Co LLC | 0.29% | Add +13.7% | 986,910 | $56.9M |
| Envestnet Portfolio Solutions, Inc. | 0.27% | Reduce -14.2% | 976,262 | $56.3M |
| Midland Wealth Advisors, LLC | 2.60% | Reduce -0.5% | 959,196 | $55.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 952,624 | $54.9M |
| Equitable Holdings, Inc. | 0.30% | Reduce -9.3% | 880,649 | $50.8M |
| Patriot Investment Management Group, Inc. | 2.79% | Add +3.0% | 833,994 | $48.1M |
| First Command Advisory Services, Inc. | 0.28% | Add +10.8% | 818,472 | $47.2M |
| One Day In July LLC | 3.23% | Add +9.1% | 804,494 | $46.4M |
| Stadion Money Management, LLC | 3.99% | Reduce -6.8% | 803,443 | $46.3M |
| Truist Financial Corp. | 0.05% | Reduce -1.9% | 744,666 | $42.9M |
| United Capital Financial Advisors, LLC | 0.23% | Add +8.1% | 732,516 | $42.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.2% | 712,610 | $41.1M |
| HighPoint Advisor Group LLC | 1.41% | Add +22.5% | 695,486 | $40.1M |
| Vicus Capital | 2.55% | Add +0.2% | 684,168 | $39.5M |
| Greenleaf Trust | 0.37% | Add +9.0% | 668,396 | $38.5M |
| Peterson Wealth Advisors, LLC | 4.55% | Add +1.9% | 667,839 | $38.5M |
| Corient Private Wealth LP | 0.05% | Reduce -1.2% | 657,330 | $37.9M |
| Morningstar Investment Management LLC | 2.31% | No change | 774,051 | $37.4M |
| Bokf, NA | 0.51% | Add +0.0% | 643,758 | $37.1M |
| St Germain D J Co. Inc. | 1.31% | Add +2.1% | 630,122 | $36.3M |
| Clark Capital Management Group, Inc. | 0.19% | New | 606,750 | $35.0M |
| Evernest Financial Advisors, LLC | 7.24% | Add +6.7% | 599,855 | $34.6M |
| Berkshire Asset Management LLC | 1.34% | Add +1.7% | 593,958 | $34.3M |
| RKL Wealth Management LLC | 2.73% | Add +4.1% | 593,853 | $34.2M |
| Penserra Capital Management LLC | 0.26% | Add +35.8% | 592,573 | $34.2M |
| Oarsman Capital, Inc. | 3.56% | Add +6.2% | 583,514 | $33.7M |
| Avior Wealth Management, LLC | 0.85% | Add +1.6% | 558,732 | $32.2M |
| Savant Capital, LLC | 0.09% | Add +96.9% | 605,173 | $32.0M |
| Composition Wealth, LLC | 0.37% | Add +18.6% | 542,947 | $31.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -8.7% | 542,432 | $31.3M |
| AlphaStar Capital Management, LLC | 1.91% | Add +55.6% | 521,139 | $30.1M |
| Spinnaker Trust | 1.34% | Reduce -2.5% | 479,835 | $27.7M |
| Abound Financial, LLC | 10.89% | Reduce -12.7% | 473,796 | $27.3M |
| Cornerstone Advisors Asset Management, LLC | 3.51% | Add +27.0% | 465,415 | $26.8M |
| Garrett Wealth Advisory Group, LLC | 4.09% | Add +1.0% | 461,770 | $26.6M |
| Crews Bank & Trust | 3.44% | Reduce -6.3% | 456,249 | $26.3M |
| KWB Wealth | 2.23% | Reduce -17.5% | 452,815 | $26.1M |
| United Asset Strategies, Inc. | 1.77% | Add +1.1% | 434,336 | $25.0M |
| Cerity Partners LLC | 0.03% | Add +0.9% | 431,825 | $24.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 432,384 | $24.8M |
| Fifth Third Bancorp | 0.04% | Add +6.5% | 425,872 | $24.6M |
| Geneos Wealth Management Inc. | 0.50% | Add +3.0% | 423,216 | $24.4M |
| Financial Gravity Companies, Inc. | 3.95% | — | 422,057 | $24.3M |
| Allen Capital Group, LLC | 1.99% | Add +3.6% | 421,001 | $24.3M |
| Integrated Wealth Concepts LLC | 0.16% | Add +3.8% | 417,275 | $24.1M |
| Banco Santander, S.A. | 0.14% | Reduce -46.9% | 396,801 | $22.9M |
| Boston Standard Wealth Management, LLC | 3.16% | Reduce -2.6% | 376,832 | $21.8M |
| Flagship Harbor Advisors, LLC | 0.83% | Add +5.0% | 377,072 | $21.7M |
| Diversify Advisory Services, LLC | 0.37% | New | 384,139 | $21.7M |
| Diversify Wealth Management, LLC | 0.37% | Reduce -1.8% | 384,139 | $21.7M |
| Shepherd Financial Partners LLC | 1.78% | Reduce -0.0% | 376,221 | $21.7M |
| Fund Evaluation Group, LLC | 0.58% | Reduce -13.1% | 374,838 | $21.6M |
| Lido Advisors, LLC | 0.08% | Add +2.2% | 374,702 | $21.6M |
| MML Investors Services, LLC | 0.04% | Add +28.9% | 374,428 | $21.6M |
| Park Avenue Securities LLC | 0.13% | Reduce -2.6% | 366,031 | $21.1M |
| CIBC Bancorp USA Inc. | 0.03% | Add +29.4% | 374,375 | $21.1M |
| TPG Financial Advisors, LLC | 6.22% | Add +8.6% | 361,261 | $20.8M |
| Atlas Private Wealth Advisors | 4.44% | Add +0.5% | 351,572 | $20.3M |
| Evermay Wealth Management LLC | 2.08% | Add +8.7% | 349,702 | $20.2M |
| Trustees of Dartmouth College | 6.02% | New | 349,430 | $20.2M |
| Focus Partners Wealth | 0.02% | Add +23.5% | 344,894 | $19.9M |
| Hancock Prospecting Pty Ltd | 0.35% | No change | 342,840 | $19.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.6% | 345,538 | $19.3M |
| Cahaba Wealth Management, Inc. | 1.14% | Reduce -1.2% | 328,118 | $18.9M |
| Impact Partnership Wealth, LLC | 1.83% | Reduce -35.3% | 326,161 | $18.8M |
| Merit Financial Group, LLC | 0.12% | Reduce -0.3% | 325,390 | $18.8M |
| Principal Securities, Inc. | 0.22% | Add +117.5% | 319,166 | $18.4M |
| Foguth Wealth Management, LLC. | 2.08% | Add +36.2% | 323,245 | $18.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 7.43% | Reduce -16.6% | 314,283 | $18.1M |
| WBH Advisory Inc. | 1.21% | Reduce -0.2% | 312,928 | $18.0M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -3.1% | 309,945 | $17.9M |
| Legacy Edge Advisors, LLC | 1.62% | Add +0.8% | 305,454 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +597.1% | 303,607 | $17.5M |
| Taylor & Morgan Wealth Management, LLC | 8.58% | Add +5.9% | 301,836 | $17.4M |
| Carroll Advisory Group, LLC | 5.69% | Add +14.0% | 300,371 | $17.3M |
| Financial Security Advisor, Inc. | 2.81% | Reduce -2.0% | 299,696 | $17.3M |
| Mariner, LLC | 0.02% | Reduce -44.9% | 298,559 | $17.2M |
| SilverOak Wealth Management LLC | 2.21% | Add +18.0% | 296,937 | $17.1M |
| Pure Financial Advisors, LLC | 0.22% | Reduce -2.2% | 293,288 | $16.9M |
| Western Wealth Management, LLC | 0.55% | Add +4.1% | 291,135 | $16.8M |
| Windsor Capital Management, LLC | 4.36% | Reduce -0.3% | 291,056 | $16.8M |
| Klaas Financial Asset Advisors, LLC | 2.06% | Add +3.6% | 287,054 | $16.6M |
| Prudent Investors Network, Inc. | 3.17% | Add +28.4% | 283,778 | $16.4M |
| Allworth Financial LP | 0.07% | Reduce -2.9% | 280,395 | $16.2M |
| Schroder Investment Management Group | 0.01% | Reduce -59.8% | 280,853 | $16.1M |
| Financial Insights, Inc. | 4.35% | Add +10.9% | 278,497 | $16.1M |
| Montz Harcus Wealth Management LLC | 5.66% | Add +7.9% | 275,949 | $15.9M |
| Carnegie Investment Counsel | 0.31% | Reduce -0.5% | 272,291 | $15.7M |
| OneAscent Financial Services LLC | 0.75% | Reduce -0.8% | 271,992 | $15.7M |
| IHT Wealth Management, LLC | 0.33% | Reduce -0.9% | 270,994 | $15.6M |
| Parkside Financial Bank & Trust | 1.05% | Add +3.5% | 267,153 | $15.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.4% | 265,678 | $15.3M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -16.1% | 257,878 | $14.9M |
| Global Retirement Partners, LLC | 0.23% | — | 255,539 | $14.7M |
| Compton Financial Group, LLC | 2.71% | Reduce -47.6% | 243,837 | $14.1M |
| Valeo Financial Advisors, LLC | 0.29% | Reduce -3.2% | 240,748 | $13.9M |
| Tortoise Investment Management, LLC | 1.01% | Add +6.3% | 235,466 | $13.6M |
| Octavia Wealth Advisors, LLC | 1.17% | Add +2.5% | 234,356 | $13.5M |
| Aspire Capital Advisors LLC | 2.45% | Add +0.0% | 218,016 | $12.6M |
| Strategic Financial Planning, Inc. | 6.53% | New | 217,032 | $12.5M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -2.0% | 216,715 | $12.5M |
| Cary Street Partners Financial LLC | 0.27% | Add +7.3% | 216,363 | $12.5M |
| Waller Financial Planning Group, Inc. | 2.50% | Reduce -5.3% | 210,367 | $12.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +114.8% | 208,138 | $12.0M |
| Gladstone Institutional Advisory LLC | 0.38% | Add +1.6% | 206,805 | $11.9M |
| Syntegra Private Wealth Group, LLC | 0.92% | Reduce -3.4% | 206,219 | $11.9M |
| Sterling Investment Advisors, Ltd. | 1.98% | Reduce -0.8% | 79,744 | $11.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -2.4% | 203,082 | $11.7M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -4.9% | 202,828 | $11.7M |
| Royce & Associates LP | 0.09% | Reduce -3.5% | 200,373 | $11.6M |
| Bleakley Financial Group, LLC | 0.14% | Add +3.5% | 195,260 | $11.3M |
| Avidian Wealth Enterprises, LLC | 0.31% | Add +0.2% | 191,067 | $11.0M |
| Berkeley Capital Partners, LLC | 2.18% | Add +1.8% | 183,928 | $10.6M |
| Private Wealth Group, LLC | 4.09% | Add +20.7% | 183,563 | $10.6M |
| True Blue Financial, LLC | 4.43% | Add +248.6% | 182,168 | $10.5M |
| International City Management Association Retirement Corp | 4.53% | Add +11.7% | 180,591 | $10.4M |
| Brown Advisory Inc. | 0.02% | Add +33.0% | 177,872 | $10.3M |
| Bensler, LLC | 0.91% | Add +7.3% | 177,837 | $10.3M |
| Private Advisory Group LLC | 0.57% | Reduce -0.4% | 177,517 | $10.2M |
| RVW Wealth, LLC | 0.66% | Add +14.3% | 174,960 | $10.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +109.3% | 169,091 | $9.8M |
| 1900 Wealth Management LLC | 0.53% | Add +97.6% | 166,527 | $9.6M |
| Wrapmanager Inc. | 2.97% | Reduce -1.6% | 164,528 | $9.5M |
| Arkansas Financial Group, Inc. | 1.23% | Add +1.2% | 163,513 | $9.4M |
| Portside Wealth Group, LLC | 1.09% | Add +7.9% | 162,268 | $9.4M |
| North Star Asset Management Inc. | 0.36% | Add +3.1% | 160,698 | $9.3M |
| Focus Financial Network, Inc. | 0.29% | Reduce -15.2% | 160,378 | $9.2M |
| Paulson Wealth Management Inc. | 1.91% | Add +10.0% | 156,527 | $9.0M |
| Orange Investment Advisors, Inc. | 1.07% | Add +0.0% | 153,397 | $8.8M |
| Millington Financial Advisors, LLC | 3.43% | Add +2.4% | 153,627 | $8.7M |
| Warren Street Wealth Advisors, LLC | 1.97% | Add +1.8% | 151,036 | $8.7M |
| AF Advisors, Inc. | 4.25% | No change | 150,000 | $8.7M |
| JNBA Financial Advisors | 0.65% | Reduce -54.0% | 148,319 | $8.6M |
| Advisor OS, LLC | 0.57% | Add +10.4% | 147,367 | $8.5M |
| Harbour Investments, Inc. | 0.11% | Add +0.8% | 145,082 | $8.4M |
| Asset Management Group, Inc. | 1.21% | Reduce -2.6% | 142,823 | $8.2M |
| Advance Capital Management, Inc. | 0.26% | Add +0.0% | 139,768 | $8.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -2.0% | 139,209 | $8.0M |
| AE Wealth Management LLC | 0.04% | Add +36.9% | 137,862 | $8.0M |
| IAG Wealth Partners, LLC | 0.78% | Add +1.6% | 137,417 | $7.9M |
| Evolve Private Wealth, LLC | 0.47% | Add +1.2% | 133,840 | $7.7M |
| Estate Counselors, LLC | 0.66% | Add +893.6% | 132,101 | $7.6M |
| Collier Financial | 5.19% | Reduce -11.3% | 131,424 | $7.6M |
| Arete Wealth Advisors, LLC | 0.49% | Add +321.5% | 128,638 | $7.4M |
| Pallas Capital Advisors LLC | 0.23% | Add +5.0% | 128,209 | $7.4M |
| Midwest Trust Co | 0.08% | Add +1.1% | 128,109 | $7.4M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3.42% | Add +4.1% | 127,585 | $7.4M |
| &partners | 0.03% | Reduce -1.4% | 127,312 | $7.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 126,828 | $7.3M |
| RFG Advisory, LLC | 0.11% | Add +7.1% | 126,801 | $7.3M |
| Bank of Nova Scotia | 0.01% | Reduce -41.6% | 126,800 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -0.5% | 126,502 | $7.3M |
| Nottingham Advisors, Inc. | 0.86% | Reduce -3.5% | 117,178 | $7.2M |
| Waverly Advisors, LLC | 0.04% | Add +2.8% | 123,955 | $7.1M |
| AQR Capital Management | 0.00% | Add +40.2% | 122,857 | $7.1M |
| Trilogy Capital Inc. | 0.27% | Reduce -15.6% | 121,830 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.30% | Add +0.7% | 120,105 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.18% | Reduce -3.5% | 119,998 | $6.9M |
| Fiduciary Group, LLC | 0.54% | Add +2.4% | 119,894 | $6.9M |
| Pathstone Holdings, LLC | 0.02% | Add +0.4% | 119,728 | $6.9M |
| Leslie Global Wealth, LLC | 2.67% | Reduce -12.2% | 118,813 | $6.9M |
| Hofer & Associates. Inc | 3.30% | Add +2.9% | 118,506 | $6.8M |
| XY Planning Network, Inc. | 0.84% | Reduce -0.6% | 116,659 | $6.7M |
| Richmond Investment Services, LLC | 2.08% | Reduce -47.0% | 113,750 | $6.6M |
| Up Capital Management, Inc. | 4.98% | Add +51.1% | 111,660 | $6.4M |
| Kensington Asset Management, LLC | 0.35% | Add +84.3% | 111,072 | $6.4M |
| Napier Financial, LLC | 1.33% | Add +1.4% | 110,389 | $6.4M |
| Meitav Investment House Ltd. | 0.04% | Add +82.5% | 109,500 | $6.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.7% | 108,300 | $6.2M |
| Premier Private Wealth Management LLC | 5.41% | Add +11.3% | 107,152 | $6.2M |
| Landmark Wealth Management, Inc. | 2.04% | Add +2.3% | 106,788 | $6.2M |
| 626 Financial, LLC | 2.41% | Add +1.4% | 106,726 | $6.2M |
| Baird Financial Group, Inc. | 0.01% | Add +1.9% | 105,225 | $6.1M |
| Colton Groome Financial Advisors, LLC | 1.44% | Add +7.0% | 103,019 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +37.2% | 101,977 | $5.8M |
| Quantinno Capital Management LP | 0.01% | Add +4.9% | 101,094 | $5.8M |
| MJP Associates Inc. | 0.63% | Add +3.4% | 100,499 | $5.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.0% | 99,748 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.1% | 99,468 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +30.8% | 97,589 | $5.6M |
| Pachira Investments Inc. | 2.12% | Reduce -7.9% | 97,542 | $5.6M |
| Signal Advisors Wealth, LLC | 0.29% | Add +15.8% | 97,507 | $5.6M |
| Resonant Capital Advisors, LLC | 0.27% | Add +1.9% | 96,974 | $5.6M |
| CFS Investment Advisory Services, LLC | 0.37% | Add +61.9% | 98,000 | $5.6M |
| Hibernia Wealth Partners, LLC | 2.99% | Reduce -47.8% | 95,843 | $5.5M |
| Alesco Advisors, LLC, An ESL Co | 0.13% | Add +2.2% | 95,483 | $5.5M |
| Wealth Advisory Solutions, LLC | 1.13% | Add +3.2% | 95,161 | $5.5M |
| Wealth Management Resources, Inc. | 1.69% | Add +2.4% | 95,030 | $5.5M |
| Shum Financial Group, Inc. | 3.29% | Reduce -1.8% | 94,534 | $5.5M |
| Arkadios Wealth Advisors | 0.08% | Add +1.6% | 94,090 | $5.4M |
| SeedSafe Financial LLC | 3.82% | Add +1.7% | 92,228 | $5.3M |
| Rainier Family Wealth Inc. | 2.97% | Add +1.4% | 90,552 | $5.2M |
| DDFG, Inc | 1.02% | Add +8.3% | 89,254 | $5.1M |
| Roan Capital Partners | 4.26% | Add +15.9% | 89,040 | $5.1M |
| CVFG LLC | 0.53% | Reduce -1.4% | 87,442 | $5.0M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -12.3% | 86,819 | $5.0M |
| Aspire Private Capital, LLC | 1.03% | Reduce -5.6% | 86,620 | $5.0M |
| SCS Capital Management LLC | 0.05% | Reduce -4.2% | 86,412 | $5.0M |
| Retiremitten Financial LLC | 2.10% | Add +1.3% | 86,282 | $5.0M |
| Gotham Asset Management | 0.01% | No change | 86,254 | $5.0M |
| AlphaCore Capital LLC | 0.09% | Reduce -6.3% | 85,238 | $4.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +28.8% | 85,061 | $4.9M |
| Knightsbridge Asset Management, LLC | 0.65% | Reduce -1.6% | 84,803 | $4.9M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +384.4% | 84,568 | $4.9M |
| Neuberger Berman Group LLC | 0.00% | Add +212.4% | 84,423 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.26% | Add +8.5% | 83,341 | $4.8M |
| Bradley Foster & Sargent Inc. | 0.07% | Add +8.0% | 82,666 | $4.8M |
| Moneco Advisors, LLC | 0.28% | Add +1.7% | 79,969 | $4.6M |
| Summit Financial, LLC | 0.05% | Add +7.9% | 79,857 | $4.6M |
| Perennial Investment Advisors, LLC | 0.31% | Add +1.8% | 79,441 | $4.6M |
| FMR LLC | 0.00% | Add +30.3% | 79,364 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -45.5% | 79,353 | $4.6M |
| Blueprint Investment Partners LLC | 0.38% | Add +57.1% | 78,269 | $4.5M |
| Sage Financial Management Group, Inc. | 1.23% | Add +1.6% | 77,768 | $4.5M |
| Compass Wealth Management LLC | 0.85% | Reduce -6.6% | 77,747 | $4.5M |
| Chicago Partners Investment Group LLC | 0.09% | Add +6.5% | 78,604 | $4.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +10.3% | 76,683 | $4.4M |
| Simplicity Wealth,LLC | 0.15% | Add +41.3% | 76,480 | $4.4M |
| Maia Wealth LLC | 0.65% | Add +22.5% | 76,224 | $4.4M |
| IFP Advisors, Inc | 0.08% | Add +5.2% | 75,537 | $4.4M |
| Legacy Solutions, LLC | 3.49% | Add +0.2% | 74,735 | $4.3M |
| Atria Investments, Inc | 0.04% | Reduce -2.0% | 74,675 | $4.3M |
| Disciplined Investors, L.L.C. | 2.14% | Add +4.2% | 74,134 | $4.3M |
| Jacobi Capital Management LLC | 0.21% | Add +3.5% | 74,053 | $4.3M |
| Citigroup Inc. | 0.00% | Add +2.1% | 73,993 | $4.3M |
| Mgo One Seven LLC | 0.07% | Reduce -69.3% | 73,118 | $4.2M |
| Hughes Financial Services, LLC | 0.56% | Reduce -4.7% | 73,090 | $4.2M |
| Wealth Advisors of Iowa, LLC | 1.14% | Add +28.5% | 72,714 | $4.2M |
| StoneX Group Inc. | 0.17% | Add +8.1% | 72,509 | $4.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.6% | 72,026 | $4.2M |
| G&S Capital LLC | 1.20% | Reduce -0.8% | 71,610 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +0.8% | 71,255 | $4.1M |
| Level Four Advisory Services, LLC | 0.11% | Add +2.2% | 70,254 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Reduce -1.8% | 69,228 | $4.0M |
| Kohmann Bosshard Financial Services, LLC | 0.34% | Reduce -3.0% | 68,806 | $4.0M |
| WNY Asset Management, LLC | 0.35% | Add +2.4% | 68,028 | $3.9M |
| Meridian Financial Advisors, LLC | 1.87% | Add +1.6% | 67,352 | $3.9M |
| Larson Financial Group LLC | 0.10% | Reduce -22.3% | 67,148 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.16% | Add +9.4% | 67,061 | $3.9M |
| Sherman Asset Management, Inc. | 2.99% | Add +56.1% | 66,875 | $3.9M |
| Capital Investment Management, Inc. | 1.18% | Add +0.4% | 66,725 | $3.8M |
| Legend Financial Advisors, Inc. | 2.18% | Add +0.1% | 66,434 | $3.8M |
| Pecaut & Co. | 1.16% | Reduce -1.1% | 66,143 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +4.9% | 65,819 | $3.8M |
| Breakwater Capital Group | 0.46% | Reduce -1.9% | 65,762 | $3.8M |
| Opal Wealth Advisors, LLC | 0.82% | Add +2.2% | 65,667 | $3.8M |
| Annex Advisory Services, LLC | 0.06% | Reduce -1.6% | 65,272 | $3.8M |
| NorthRock Partners, LLC | 0.05% | Reduce -8.6% | 65,211 | $3.8M |
| Nicolet Bankshares Inc. | 0.12% | Add +2.6% | 65,711 | $3.8M |
| Wealthcare Capital Partners, LLC | 1.55% | Add +2.6% | 64,971 | $3.7M |
| Sowell Financial Services LLC | 0.12% | Add +1.2% | 64,529 | $3.7M |
| Seeds Investor LLC | 0.38% | Reduce -21.2% | 64,386 | $3.7M |
| RMR Capital Management, LLC | 2.53% | Add +3.6% | 63,792 | $3.7M |
| Bank of Montreal | 0.00% | Add +26.9% | 63,175 | $3.6M |
| SkyOak Wealth, LLC | 0.59% | Add +3.8% | 62,732 | $3.6M |
| Garden State Investment Advisory Services LLC | 0.71% | Reduce -0.8% | 62,455 | $3.6M |
| Summit Global Investments | 0.19% | Add +3.9% | 61,830 | $3.6M |
| Destiny Capital Corp | 1.65% | Reduce -8.4% | 61,436 | $3.5M |
| Stablepoint Partners, LLC | 0.49% | Add +6.8% | 61,245 | $3.5M |
| Smith & Howard Wealth Management, LLC | 0.72% | Add +1.1% | 60,630 | $3.5M |
| World Investment Advisors | 0.06% | Add +47.2% | 66,327 | $3.5M |
| Bill Few Associates, Inc. | 0.75% | Add +3.0% | 60,462 | $3.5M |
| CFM Wealth Partners LLC | 0.44% | Add +0.2% | 60,421 | $3.5M |
| Clarus Wealth Advisors | 1.33% | Reduce -4.1% | 61,551 | $3.4M |
| Amicus Financial Advisors, LLC | 0.83% | Reduce -2.4% | 58,714 | $3.4M |
| Modern Wealth Management, LLC | 0.04% | Add +3.1% | 58,119 | $3.4M |
| First PREMIER Bank | 0.53% | New | 57,325 | $3.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +8.3% | 57,045 | $3.3M |
| Private Trust Co. NA | 0.26% | Add +1.8% | 56,887 | $3.3M |
| Alta Wealth Advisors LLC | 0.89% | Add +3.2% | 56,652 | $3.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.2% | 56,416 | $3.3M |
| Securian Asset Management, Inc. | 0.12% | Reduce -2.0% | 57,204 | $3.2M |
| Marathon Strategic Advisors, LLC | 1.83% | Reduce -0.2% | 56,146 | $3.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +64.5% | 56,116 | $3.2M |
| Fifth Third Wealth Advisors LLC | 0.09% | Add +8.4% | 56,054 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.37% | Add +1.6% | 55,849 | $3.2M |
| Capital Analysts, LLC | 0.07% | Reduce -9.7% | 55,683 | $3.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 0.91% | Add +0.2% | 55,631 | $3.2M |
| Wealthcare Capital Management LLC | 0.30% | Reduce -5.2% | 55,587 | $3.2M |
| Smartleaf Asset Management LLC | 0.10% | No change | 55,436 | $3.2M |
| Coastwise Capital Group, LLC | 1.84% | Add +5.8% | 54,963 | $3.2M |
| Saxony Capital Management, LLC | 1.43% | Add +36.1% | 54,133 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -11.8% | 53,817 | $3.1M |
| Manhattan West Asset Management, LLC | 0.52% | Add +5.3% | 53,744 | $3.1M |
| WLTH Capital Management, LLC | 1.99% | Reduce -7.7% | 53,727 | $3.1M |
| Lanark Financial, Inc. | 0.21% | Add +3.9% | 53,447 | $3.1M |
| Naples Global Advisors, LLC | 0.19% | Reduce -0.0% | 52,560 | $3.0M |
| Ironwood Wealth Management, LLC. | 0.66% | Reduce -3.0% | 51,932 | $3.0M |
| Raleigh Capital Management Inc. | 0.95% | Reduce -2.7% | 51,837 | $3.0M |
| Raelipskie Partnership | 1.12% | Add +35.0% | 51,625 | $3.0M |
| Obermeyer Wealth Partners | 0.12% | Reduce -34.5% | 51,008 | $2.9M |
| Bedel Financial Consulting, Inc. | 0.28% | Add +8.8% | 50,980 | $2.9M |
| AdvisorNet Financial, Inc | 0.13% | Add +0.0% | 50,823 | $2.9M |
| Midwest Financial Network, LLC | 1.99% | Add +3.1% | 50,612 | $2.9M |
| BCGM Wealth Management, LLC | 0.61% | Reduce -3.9% | 49,848 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Add +12.3% | 49,064 | $2.8M |
| Integrity Alliance, Llc. | 0.09% | Reduce -3.4% | 48,979 | $2.8M |
| Semitam Bonam LLC | 2.06% | Add +1.7% | 48,568 | $2.8M |
| Tandem Investment Partners LLC | 2.13% | Add +0.8% | 47,875 | $2.8M |
| AGH Wealth Advisors, LLC | 1.71% | Add +4.0% | 46,963 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +5.8% | 45,706 | $2.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.2% | 45,704 | $2.6M |
| Headinvest, LLC | 0.49% | Add +23.3% | 45,600 | $2.6M |
| Northwest Wealth Advisors, LLC | 1.49% | Add +14.5% | 45,081 | $2.6M |
| Forefront Wealth Partners, LLC | 0.80% | Reduce -0.3% | 44,929 | $2.6M |
| Retirement Planning Group, LLC | 0.07% | Add +435.4% | 44,685 | $2.6M |
| Golden State Wealth Management, LLC | 0.23% | Reduce -14.1% | 44,546 | $2.6M |
| IFG Advisors, LLC | 0.35% | Add +0.9% | 44,529 | $2.6M |
| Bluesphere Advisors LLC | 0.79% | Add +1.2% | 44,164 | $2.5M |
| National Bank of Canada | 0.00% | New | 44,100 | $2.5M |
| Krilogy Financial LLC | 0.07% | Reduce -0.5% | 43,506 | $2.5M |
| Charter Research & Investment Group, Inc. | 1.52% | Reduce -0.4% | 43,376 | $2.5M |
| Affinity Capital Advisors, LLC | 0.31% | Reduce -1.4% | 43,694 | $2.5M |
| ARS Investment Partners, LLC | 0.11% | Add +3.0% | 43,115 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +717.5% | 43,027 | $2.5M |
| Alpha Capital Advisors Inc. | 2.13% | Reduce -2.2% | 42,837 | $2.5M |
| NovaPoint Capital, LLC | 0.51% | Reduce -0.6% | 42,751 | $2.5M |
| Towercrest Capital Management | 0.34% | Reduce -1.7% | 42,686 | $2.5M |
| Defined Wealth Management, LLC | 1.27% | Reduce -0.4% | 42,632 | $2.5M |
| Goodman Financial Corp | 0.38% | Add +0.3% | 42,614 | $2.5M |
| Stone Summit Wealth LLC | 0.61% | Reduce -2.7% | 41,971 | $2.4M |
| American Financial Advisors, LLC | 0.29% | Add +1.4% | 41,823 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -5.2% | 41,727 | $2.4M |
| Blueprint Financial Advisors LLC | 0.27% | Add +68.6% | 41,613 | $2.4M |
| Blue Fin Capital, Inc. | 0.34% | Add +5.5% | 40,583 | $2.3M |
| Courier Capital LLC | 0.12% | Add +16.1% | 40,004 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +42.1% | 40,150 | $2.3M |
| Shoker Investment Counsel, Inc. | 0.57% | Reduce -1.9% | 39,661 | $2.3M |
| Fortitude Family Office, LLC | 0.45% | Reduce -11.3% | 39,608 | $2.3M |
| Lunt Capital Management, Inc. | 0.83% | Add +31.4% | 39,361 | $2.3M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -37.2% | 39,320 | $2.3M |
| Sunflower Bank, N.A. | 0.54% | Reduce -1.0% | 39,241 | $2.3M |
| Gambit Capital Management, LLC | 1.29% | Add +1.4% | 38,481 | $2.2M |
| CoreCap Advisors, LLC | 0.06% | Reduce -0.5% | 36,624 | $2.1M |
| 21 West Wealth Management LLC | 1.80% | Reduce -1.8% | 36,561 | $2.1M |
| SigFig Wealth Management, LLC | 0.06% | New | 36,714 | $2.1M |
| Crescent Grove Advisors, LLC | 0.18% | Add +0.9% | 36,402 | $2.1M |
| Balefire, LLC | 0.34% | Reduce -10.5% | 36,242 | $2.1M |
| Gateway Wealth Partners, LLC | 0.13% | Reduce -30.1% | 36,159 | $2.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -6.3% | 36,012 | $2.1M |
| Phillip James Consulting Co. | 1.39% | New | 35,962 | $2.1M |
| Independent Advisor Alliance | 0.05% | Reduce -97.0% | 35,239 | $2.0M |
| Vise Technologies, Inc. | 0.02% | Add +51.5% | 35,014 | $2.0M |
| WESCAP Management Group, Inc. | 0.38% | Reduce -3.6% | 34,962 | $2.0M |
| Global Strategic Investment Solutions, LLC | 0.18% | Add +0.0% | 33,948 | $2.0M |
| SMART Wealth LLC | 0.42% | New | 33,592 | $1.9M |
| Rothschild Wealth LLC | 0.15% | Reduce -26.1% | 33,491 | $1.9M |
| HM Payson & Co. | 0.03% | No change | 33,330 | $1.9M |
| McNamara Financial Services, Inc. | 0.33% | Reduce -1.7% | 33,296 | $1.9M |
| TKG Advisors, LLC | 0.65% | Add +2.2% | 32,653 | $1.9M |
| Alliance Wealth Management Group | 0.37% | Reduce -3.9% | 32,540 | $1.9M |
| Belpointe Asset Management LLC | 0.06% | Reduce -8.5% | 32,121 | $1.9M |
| Legacy Private Trust Co. | 0.10% | Reduce -7.6% | 32,008 | $1.8M |
| Alaska Wealth Advisors, LLC | 0.20% | Add +23.6% | 31,370 | $1.8M |
| MBM Wealth Consultants, LLC | 0.35% | Reduce -7.0% | 31,187 | $1.8M |
| Higgins & Schmidt Wealth Strategies LLC | 0.74% | Reduce -2.2% | 31,184 | $1.8M |
| Money Concepts Capital Corp. | 0.08% | Add +5.2% | 31,029 | $1.8M |
| CSM Advisors, LLC | 0.04% | No change | 30,642 | $1.8M |
| Koshinski Asset Management, Inc. | 0.09% | Add +7.8% | 30,594 | $1.8M |
| Whalerock Point Partners, LLC | 0.31% | No change | 30,488 | $1.8M |
| Blair William & Co. | 0.00% | Reduce -3.3% | 30,404 | $1.8M |
| FF Advisors,LLC | 0.65% | Reduce -0.3% | 30,132 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.16% | Reduce -3.2% | 29,584 | $1.7M |
| Deltec Asset Management LLC | 0.25% | No change | 29,330 | $1.7M |
| Bison Wealth, LLC | 0.16% | Reduce -36.3% | 29,606 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +9.2% | 29,209 | $1.7M |
| River Street Advisors LLC | 0.49% | Add +10.4% | 29,126 | $1.7M |
| Kroeger Financial Partners | 1.61% | — | 28,896 | $1.7M |
| Fiduciary Trust Co | 0.02% | Add +11.7% | 28,712 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 27,934 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.44% | Reduce -2.6% | 27,864 | $1.6M |
| Legacy Wealth Partners, LLC | 0.36% | Reduce -8.1% | 27,737 | $1.6M |
| Armbruster Capital Management, Inc. | 0.23% | Reduce -23.8% | 27,209 | $1.6M |
| Values Added Financial LLC | 0.57% | Reduce -1.1% | 27,153 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -44.8% | 27,103 | $1.6M |
| Northwest Bancshares, Inc. | 0.28% | Reduce -7.7% | 27,084 | $1.6M |
| South Shore Capital Advisors | 1.04% | Reduce -3.4% | 26,849 | $1.5M |
| Global Financial Private Client, LLC | 0.42% | Add +4.2% | 26,846 | $1.5M |
| Range Financial Group LLC | 0.42% | Reduce -2.6% | 26,652 | $1.5M |
| Key Financial Inc | 0.25% | Reduce -0.3% | 26,496 | $1.5M |
| Drucker Wealth 3.0, LLC | 0.24% | Reduce -15.9% | 26,360 | $1.5M |
| Regal Investment Advisors LLC | 0.08% | Reduce -1.3% | 26,319 | $1.5M |
| Beckerman Institutional, LLC | 0.72% | Add +28.4% | 26,187 | $1.5M |
| MAI Capital Management | 0.01% | Add +13.9% | 25,812 | $1.5M |
| Navigation Group, LLC | 0.29% | Add +6.3% | 25,578 | $1.5M |
| Tidal Investments LLC | 0.00% | New | 25,479 | $1.5M |
| Benjamin Edwards Inc. | 0.01% | Add +4.8% | 25,347 | $1.5M |
| Integrity Wealth Solutions LLC | 0.53% | Add +30.4% | 24,925 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Reduce -37.5% | 24,858 | $1.4M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -6.9% | 24,834 | $1.4M |
| Kagan Cocozza Asset Management | 0.89% | Reduce -1.7% | 24,743 | $1.4M |
| Moors & Cabot, Inc. | 0.06% | Reduce -1.5% | 24,724 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -46.8% | 24,686 | $1.4M |
| Zinnia Wealth Advisory, LLC | 1.44% | Reduce -49.9% | 24,496 | $1.4M |
| Lee, Kelleher & Klein Wealth Management | 0.73% | Reduce -10.3% | 24,248 | $1.4M |
| Richardson Financial Services Inc. | 0.79% | Reduce -5.5% | 24,239 | $1.4M |
| Breachway Investments LLC | 2.10% | Reduce -6.0% | 24,165 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.28% | Add +8.8% | 24,137 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | Reduce -0.2% | 24,123 | $1.4M |
| Planning Strategies Inc. | 0.85% | — | 23,567 | $1.4M |
| Orin Green Financial, LLC | 0.50% | Reduce -6.0% | 23,502 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Add +1.5% | 23,307 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +8.3% | 22,719 | $1.3M |
| Syon Capital LLC | 0.06% | Reduce -37.0% | 22,590 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -2.3% | 22,425 | $1.3M |
| SFG Wealth Management, LLC. | 0.46% | Add +2.2% | 22,314 | $1.3M |
| Liberty Square Wealth Partners LLC | 0.31% | Reduce -10.0% | 22,272 | $1.3M |
| GeoWealth Management, LLC | 0.04% | Reduce -71.6% | 22,272 | $1.3M |
| TD Capital Management LLC | 0.10% | Add +0.2% | 22,117 | $1.3M |
| Venturi Wealth Management, LLC | 0.05% | No change | 22,100 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -6.7% | 21,986 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +6.5% | 21,861 | $1.3M |
| Novus Advisors, LLC | 2.60% | Reduce -5.3% | 21,650 | $1.2M |
| Caitlin John, LLC | 0.68% | Add +138.6% | 21,613 | $1.2M |
| Keener Financial Planning LLC | 0.44% | No change | 21,467 | $1.2M |
| Wiregrass Investment Management LLC | 0.84% | Add +22.9% | 21,344 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Reduce -12.2% | 21,236 | $1.2M |
| Founders Financial Alliance, LLC | 0.16% | Add +197.1% | 20,810 | $1.2M |
| Nikulski Financial, Inc. | 0.26% | Reduce -0.5% | 20,681 | $1.2M |
| Financial Network Wealth Advisors LLC | 1.21% | Add +7.1% | 20,668 | $1.2M |
| Sharkey, Howes & Javer | 0.14% | Reduce -55.9% | 20,540 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | New | 24,225 | $1.2M |
| Go Invest LLC | 0.27% | Add +15.9% | 20,273 | $1.2M |
| Ranch Capital Advisors Inc. | 0.37% | Add +4.7% | 20,122 | $1.2M |
| Swmg, LLC | 0.27% | Reduce -20.9% | 20,261 | $1.1M |
| Commerce Bank | 0.01% | Reduce -1.8% | 19,816 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +6.0% | 19,812 | $1.1M |
| HORAN Wealth, LLC | 0.14% | Reduce -2.9% | 19,718 | $1.1M |
| Delta Wealth Advisors LLC | 0.81% | Add +8.5% | 19,671 | $1.1M |
| Silverlake Wealth Management LLC | 0.22% | Add +21.0% | 19,594 | $1.1M |
| Cape Cod Five Cents Savings Bank | 0.09% | — | 19,571 | $1.1M |
| Wulff, Hansen & Co. | 0.85% | Add +4.2% | 19,235 | $1.1M |
| Intrua Financial, LLC | 0.10% | Reduce -19.6% | 19,123 | $1.1M |
| Seaside Wealth Management, Inc. | 0.27% | Reduce -0.3% | 19,051 | $1.1M |
| Sei Investments Co. | 0.00% | Reduce -2.0% | 19,032 | $1.1M |
| Axis Wealth Partners, LLC | 0.52% | Reduce -1.4% | 18,930 | $1.1M |
| Norden Group LLC | 0.09% | Add +3.0% | 18,911 | $1.1M |
| Titleist Asset Management, LLC | 0.07% | Add +5.4% | 18,889 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 18,888 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -11.0% | 18,884 | $1.1M |
| Pitcairn Wealth Advisors LLC | 0.12% | Reduce -0.3% | 18,448 | $1.1M |
| HB Wealth Management, LLC | 0.01% | New | 18,252 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -5.6% | 18,222 | $1.1M |
| Maridea Wealth Management LLC | 0.11% | Reduce -2.3% | 18,044 | $1.0M |
| Empowered Funds, LLC | 0.01% | Add +3.2% | 18,013 | $1.0M |
| Bernicke Wealth Management, Ltd. | 0.12% | No change | 17,959 | $1.0M |
| Summit Financial Strategies, Inc. | 0.07% | Reduce -3.6% | 17,790 | $1.0M |
| CCG Wealth Management, LLC | 0.24% | Reduce -1.0% | 17,636 | $1.0M |
| Elgethun Capital Management | 0.14% | Reduce -2.7% | 17,632 | $1.0M |
| Redwood Financial Network Corp | 0.56% | Add +6.5% | 17,506 | $1.0M |
| WASHINGTON TRUST Co | 0.03% | Add +4.3% | 17,458 | $1.0M |
| Wall Capital Group, Inc. | 0.82% | Add +20.7% | 17,372 | $1.0M |
| Troutman Wealth Management, LLC | 0.77% | Reduce -2.0% | 17,354 | $1.0M |
| International Private Wealth Advisors LLC | 0.51% | Reduce -5.6% | 17,319 | $999K |
| CGN Advisors LLC | 0.07% | Reduce -2.5% | 17,096 | $986K |
| Opulen Financial Group LLC | 0.62% | Add +0.7% | 17,075 | $985K |
| Nwam LLC | 0.05% | Add +0.7% | 17,069 | $984K |
| Lockerman Financial Group, Inc. | 1.50% | Add +4.3% | 17,013 | $981K |
| Comprehensive Money Management Services LLC | 0.61% | Reduce -0.0% | 16,795 | $969K |
| Nuveen, LLC | 0.00% | New | 16,760 | $967K |
| Berman McAleer LLC | 0.11% | Reduce -9.5% | 16,652 | $960K |
| Founders Financial Securities LLC | 0.05% | Add +11.5% | 16,587 | $957K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | Add +2.5% | 16,505 | $952K |
| Worth Financial Advisory Group, LLC | 0.40% | New | 16,473 | $950K |
| Northbridge Financial Group, LLC | 0.36% | Add +6.1% | 16,442 | $948K |
| Downshift Financial, LLC | 0.43% | Reduce -1.4% | 16,427 | $947K |
| Adamsbrown Wealth Consultants LLC | 0.18% | Add +1.7% | 16,336 | $942K |
| F/m Investments LLC | 0.05% | Add +1.7% | 16,333 | $942K |
| BlueChip Wealth Advisors LLC | 0.35% | Add +277.0% | 16,142 | $931K |
| Aprio Wealth Management, LLC | 0.05% | Add +229.3% | 16,068 | $927K |
| Timmons Wealth Management, LLC | 0.68% | Reduce -5.8% | 16,017 | $924K |
| SageView Advisory Group, LLC | 0.03% | New | 15,997 | $923K |
| BankPlus Trust Department | 0.21% | No change | 15,760 | $909K |
| BIP Wealth, LLC | 0.03% | Add +11.0% | 15,663 | $903K |
| Ascent Group, LLC | 0.03% | Reduce -5.7% | 15,656 | $903K |
| Citizens Financial Group Inc. | 0.01% | Add +20.6% | 15,634 | $902K |
| American Trust | 0.07% | Reduce -7.5% | 15,617 | $901K |
| Butensky & Cohen Financial Security, Inc. | 0.22% | Reduce -3.6% | 15,493 | $894K |
| Rossmore Private Capital | 0.07% | Add +13.2% | 15,475 | $892K |
| Vertex Planning Partners, LLC | 0.13% | Add +95.8% | 15,377 | $887K |
| Financial Synergies Wealth Advisors, Inc. | 0.08% | Reduce -4.2% | 15,370 | $886K |
| Aldebaran Financial Inc. | 0.70% | Reduce -7.6% | 15,027 | $867K |
| CX Institutional | 0.02% | Reduce -11.6% | 14,954 | $862K |
| Capstone Wealth Management Group, LLC | 0.30% | Reduce -3.8% | 14,890 | $859K |
| Columbia River Financial Group, LLC | 0.46% | Reduce -10.5% | 14,805 | $853K |
| Denver Wealth Management, Inc. | 0.24% | Reduce -0.1% | 14,716 | $849K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -85.8% | 14,626 | $843K |
| Penobscot Wealth Management | 0.22% | Reduce -1.7% | 14,575 | $841K |
| Fourth Dimension Wealth, LLC | 0.27% | Add +0.9% | 14,566 | $840K |
| Keystone Financial Group | 0.05% | Add +1.6% | 14,433 | $832K |
| Colonial River Investments, LLC | 0.24% | Reduce -7.7% | 14,421 | $832K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.8% | 14,381 | $829K |
| White Pine Capital LLC | 0.19% | Reduce -13.4% | 14,240 | $821K |
| Advisory Alpha, LLC | 0.02% | Reduce -5.3% | 14,124 | $815K |
| Summit Investment Advisory Services, LLC | 0.20% | Reduce -6.9% | 14,118 | $814K |
| Valpey Financial Services, LLC | 0.48% | Add +10.8% | 14,100 | $813K |
| Sunburst Financial Group, LLC | 0.14% | Add +0.1% | 14,035 | $809K |
| Idaho Trust Co | 0.23% | Reduce -18.7% | 13,840 | $798K |
| Wealthspire Advisors, LLC | 0.00% | Add +118.6% | 13,654 | $787K |
| Savvy Advisors, Inc. | 0.02% | Add +21.4% | 13,643 | $787K |
| E&G Advisors, LLC | 0.15% | Reduce -0.4% | 13,579 | $783K |
| Collaborative Wealth Managment Inc. | 0.33% | Reduce -7.8% | 13,578 | $783K |
| Perspective Wealth Advisors LLC | 0.43% | Add +7.5% | 13,567 | $782K |
| Indie Asset Partners, LLC | 0.75% | Reduce -0.4% | 13,528 | $780K |
| Raffa Wealth Management, LLC | 0.10% | Add +1174.3% | 13,508 | $779K |
| Advisor Resource Council | 0.26% | Add +0.2% | 13,629 | $779K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 13,452 | $776K |
| Natixis Advisors, LLC | 0.00% | New | 13,437 | $774K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -6.8% | 13,427 | $773K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -10.1% | 13,394 | $772K |
| LexAurum Advisors, LLC | 0.09% | Reduce -2.3% | 13,390 | $772K |
| Xcelsior Advisor Partners LLC | 0.10% | Reduce -3.0% | 13,337 | $769K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.5% | 13,336 | $769K |
| MFA Wealth Services | 0.46% | Reduce -0.2% | 13,320 | $768K |
| Investment Planning Advisors, Inc. | 0.18% | Add +0.5% | 13,132 | $757K |
| Mutual Advisors, LLC | 0.01% | Add +14.5% | 12,957 | $747K |
| Retirement Planning Co of New England, Inc. | 0.27% | Reduce -1.2% | 12,884 | $743K |
| Tilson Financial Group, Inc. | 0.20% | Reduce -1.3% | 12,850 | $741K |
| Northern Trust Corp. | 0.00% | Add +32.1% | 12,822 | $739K |
| Vista Investment Management | 0.22% | Add +0.4% | 12,811 | $739K |
| Horizon Wealth Management, LLC | 0.09% | Add +0.0% | 12,671 | $731K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -93.3% | 12,500 | $721K |
| October Effect Ltd | 0.67% | Add +13.6% | 12,350 | $712K |
| Tidemark, LLC | 0.16% | Reduce -11.8% | 12,301 | $709K |
| Independent Wealth Network Inc. | 0.18% | Reduce -5.3% | 12,186 | $703K |
| Financial Management Network Inc. | 0.10% | Reduce -5.5% | 12,351 | $701K |
| Third View Private Wealth, LLC | 0.09% | Reduce -0.9% | 12,113 | $699K |
| Essex Bank | 0.15% | Add +6.1% | 12,068 | $696K |
| Pettinga Financial Advisors LLC | 0.11% | Add +55.5% | 12,050 | $695K |
| Mengis Capital Management, Inc. | 0.11% | Add +7.2% | 11,990 | $691K |
| Centaurus Financial, Inc. | 0.03% | Add +0.1% | 11,910 | $687K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +21.9% | 11,859 | $681K |
| Fulton Bank, N.A. | 0.02% | No change | 11,720 | $676K |
| Apella Capital, LLC | 0.01% | Reduce -3.9% | 11,910 | $674K |
| Graney & King, LLC | 0.24% | Add +9.6% | 11,608 | $669K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.2% | 11,474 | $662K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 11,454 | $661K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Add +0.7% | 11,439 | $660K |
| McGuire Investment Group, LLC | 0.06% | No change | 11,357 | $655K |
| Brown Financial Advisory | 0.27% | No change | 11,331 | $653K |
| Barnes Pettey Financial Advisors, LLC | 0.20% | Reduce -7.3% | 11,329 | $653K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -62.3% | 11,323 | $653K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -0.6% | 11,315 | $649K |
| WealthPoint Financial, LLC | 0.47% | Add +0.9% | 11,215 | $647K |
| Bank of Marin | 0.45% | Reduce -2.5% | 11,213 | $647K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -0.6% | 11,161 | $644K |
| Lynch & Associates | 0.11% | No change | 11,114 | $641K |
| Stephens Inc. | 0.01% | Reduce -0.8% | 11,086 | $639K |
| Range Advisory, LLC | 0.07% | Add +12.1% | 10,853 | $626K |
| Continental Investors Services, Inc. | 0.49% | Reduce -1.2% | 10,750 | $623K |
| Sovereign Financial Group, Inc. | 0.10% | Reduce -3.1% | 10,785 | $622K |
| Gilpin Wealth Management, LLC | 0.43% | Reduce -0.1% | 10,724 | $618K |
| McClarren Financial Advisors, Inc. | 0.32% | Reduce -11.7% | 10,713 | $618K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -29.6% | 10,693 | $617K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +21.0% | 10,669 | $615K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.5% | 10,536 | $608K |
| PKS Advisory Services, LLC | 0.10% | Add +68.4% | 10,372 | $598K |
| Keybank National Association | 0.00% | No change | 10,347 | $597K |
| Voisard Asset Management Group, Inc. | 0.11% | Reduce -1.6% | 10,346 | $597K |
| Templeton & Phillips Capital Management, LLC | 0.43% | No change | 10,319 | $595K |
| Synergy Investment Management, LLC | 0.14% | Reduce -7.9% | 10,297 | $594K |
| Sanchez Gaunt Capital Management, LLC | 0.33% | Reduce -1.8% | 10,295 | $594K |
| Guardian Asset Advisors, LLC | 0.27% | New | 10,259 | $592K |
| BCS Wealth Management | 0.11% | Reduce -5.5% | 10,200 | $588K |
| Montis Financial, LLC | 0.12% | Add +0.1% | 10,122 | $584K |
| Wbi Investments, LLC | 0.14% | Add +1.3% | 10,091 | $582K |
| Second Line Capital, LLC | 0.11% | Add +0.8% | 10,074 | $581K |
| ACT Advisors, LLC. | 0.19% | Add +5.0% | 10,046 | $579K |
| Mayport, LLC | 0.09% | No change | 10,000 | $577K |
| Claro Advisors Inc. | 0.06% | Reduce -2.0% | 9,985 | $576K |
| Mystic Asset Management, Inc. | 0.12% | Reduce -0.3% | 9,980 | $576K |
| Aegis Wealth Management, Inc. | 0.36% | Add +54.3% | 9,696 | $559K |
| Vawter Financial, Ltd. | 0.21% | Reduce -1.4% | 9,667 | $558K |
| Legacy Advisors, LLC | 0.05% | No change | 9,475 | $546K |
| Mma Asset Management LLC | 0.17% | Add +0.7% | 9,436 | $544K |
| Curi Capital, LLC | 0.01% | Reduce -0.8% | 9,430 | $544K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 9,379 | $541K |
| Spinnaker Investment Group, LLC | 0.09% | New | 9,348 | $539K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 9,276 | $535K |
| Ameritas Advisory Services, LLC | 0.01% | Add +12.2% | 9,229 | $532K |
| Sterling Wealth Management, Inc. | 0.13% | Add +15.6% | 9,221 | $532K |
| E6 Portfolios, LLC | 0.42% | Add +3.2% | 9,218 | $532K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +36.9% | 9,213 | $531K |
| Grove Bank & Trust | 0.05% | No change | 9,192 | $530K |
| Transcend Capital Advisors, LLC | 0.04% | Add +6.3% | 9,186 | $530K |
| Wallace Advisory Group, LLC | 0.50% | Add +32.0% | 9,163 | $528K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +76.9% | 9,155 | $528K |
| Pacific Sun Financial Corp | 0.21% | Reduce -26.9% | 8,992 | $519K |
| Parcion Private Wealth LLC | 0.03% | No change | 8,980 | $518K |
| Latitude Advisors, LLC | 0.20% | Reduce -2.8% | 8,904 | $513K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.0% | 8,863 | $511K |
| Caldwell Trust Co | 0.04% | No change | 8,862 | $511K |
| Balyasny Asset Management L.P. | 0.00% | New | 8,733 | $504K |
| Security Financial Services, INC. | 0.07% | Reduce -3.2% | 8,701 | $502K |
| Aureum Wealth Management, LLC | 0.31% | Add +1.5% | 8,683 | $501K |
| Creative Financial Designs Inc. | 0.02% | Reduce -11.8% | 8,676 | $500K |
| PFG Advisors | 0.03% | Reduce -0.2% | 8,660 | $499K |
| Sbe LLC Dba Cedar Cove Wealth Partners | 0.23% | Reduce -6.5% | 8,642 | $498K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.35% | Reduce -2.1% | 8,574 | $494K |
| VCI Wealth Management LLC | 0.12% | Reduce -2.8% | 8,558 | $494K |
| Capital Financial Group Inc\co\ | 0.26% | Reduce -3.9% | 8,507 | $491K |
| US Bancorp \de | 0.00% | Add +15.9% | 8,501 | $490K |
| IMA Advisory Services, Inc. | 0.03% | Add +488.1% | 8,498 | $490K |
| Advyzon Investment Management, LLC | 0.04% | Add +103.6% | 8,470 | $488K |
| Laraway Financial Advisors Inc | 0.30% | Add +0.0% | 8,449 | $487K |
| Elite Financial, Inc. | 0.20% | Reduce -16.3% | 8,454 | $487K |
| Horizon Investments, LLC | 0.01% | Reduce -40.7% | 8,442 | $487K |
| Old Second National Bank of Aurora | 0.09% | Reduce -21.8% | 8,438 | $487K |
| American Investment Services, Inc. | 0.10% | Reduce -40.7% | 8,374 | $483K |
| ERn Financial, LLC | 0.08% | Reduce -2.6% | 8,353 | $482K |
| Keudell/Morrison Wealth Management | 0.09% | Add +0.5% | 8,352 | $482K |
| Howard Financial Services, LTD. | 0.05% | Add +0.2% | 8,338 | $481K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -2.0% | 8,306 | $479K |
| Compound Planning, Inc. | 0.01% | Add +20.7% | 8,193 | $472K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.0% | 8,181 | $472K |
| Curry Webb Wealth Management LLC | 0.20% | Reduce -1.1% | 8,177 | $472K |
| Center For Asset Management LLC | 0.21% | Reduce -0.7% | 8,060 | $465K |
| Greenspring Advisors, LLC | 0.03% | No change | 8,009 | $462K |
| WealthTrak Capital Management LLC | 0.30% | Reduce -43.9% | 7,956 | $459K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 8,109 | $459K |
| Oath Planning, LLC | 0.34% | Add +0.4% | 7,941 | $458K |
| Harmony Asset Management LLC | 0.12% | No change | 7,920 | $457K |
| Oakwell Private Wealth Management, LLC | 0.08% | No change | 7,911 | $456K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.1% | 7,902 | $456K |
| Kavar Capital Partners Group, LLC | 0.06% | No change | 7,897 | $455K |
| Kelly Financial Services LLC | 0.10% | New | 7,868 | $454K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -6.4% | 7,805 | $450K |
| Absolute Capital Management, LLC | 0.11% | Add +10.5% | 7,788 | $449K |
| Fusion Family Wealth, LLC | 0.03% | Add +2.1% | 7,727 | $446K |
| Astoria Portfolio Advisors LLC. | 0.08% | Add +0.8% | 7,710 | $445K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +10.3% | 7,569 | $436K |
| Sandy Cove Advisors, LLC | 0.11% | Reduce -4.7% | 7,536 | $435K |
| Stirlingshire Investments, Inc. | 0.32% | Reduce -15.3% | 7,535 | $435K |
| Triumph Capital Management | 0.08% | Add +22.7% | 7,464 | $430K |
| Balboa Wealth Partners | 0.06% | Reduce -36.6% | 7,431 | $429K |
| Apeiron RIA LLC | 0.11% | Add +10.4% | 7,417 | $428K |
| First Trust Advisors LP | 0.00% | Add +0.5% | 7,416 | $428K |
| Sankala Group LLC | 0.29% | Add +0.4% | 7,419 | $427K |
| Ieq Capital, LLC | 0.00% | Add +1.4% | 7,341 | $423K |
| One Wealth Capital Management, LLC | 0.12% | Add +66.0% | 7,289 | $420K |
| Moneywise, Inc. | 0.16% | Add +0.2% | 7,272 | $419K |
| Spectrum Planning & Advisory Services Inc. | 0.19% | Reduce -2.6% | 7,271 | $419K |
| William Mack & Associates, Inc. | 0.15% | No change | 7,260 | $419K |
| World Equity Group, Inc. | 0.09% | New | 7,253 | $418K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -4.2% | 7,174 | $414K |
| PCG Wealth Advisors, LLC | 0.09% | Add +10.9% | 7,130 | $411K |
| YHB Investment Advisors, Inc. | 0.03% | Add +4.4% | 7,111 | $410K |
| Kovack Advisors, Inc. | 0.02% | New | 7,131 | $410K |
| Acorn Wealth Advisors, LLC | 0.10% | Add +16.5% | 7,092 | $409K |
| Silver Oak Securities, Incorporated | 0.02% | Add +4.5% | 7,082 | $408K |
| PCB Capital LLC | 0.50% | Add +22.4% | 7,052 | $407K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 7,025 | $405K |
| PSI Advisors, LLC | 0.09% | Add +36.7% | 7,015 | $405K |
| Tilia Fiduciary Partners, Inc. | 0.19% | Add +3.5% | 7,001 | $404K |
| Retirement Financial Solutions, LLC | 0.10% | Add +0.3% | 6,984 | $403K |
| High Probability Advisors, LLC | 0.04% | Add +4.7% | 6,977 | $402K |
| Van Den Berg Management I, Inc. | 0.08% | Reduce -3.8% | 6,968 | $402K |
| Intrepid Financial Planning Group LLC | 0.14% | Reduce -0.3% | 6,949 | $401K |
| Spartan Planning & Wealth Management | 0.27% | New | 6,946 | $401K |
| Brookstone Capital Management | 0.00% | Add +23.7% | 6,941 | $400K |
| Sunpointe, LLC | 0.11% | Reduce -14.7% | 6,935 | $400K |
| Venture Visionary Partners LLC | 0.01% | Reduce -9.8% | 6,904 | $398K |
| Carr Financial Group Corp | 0.09% | Add +3.7% | 6,864 | $396K |
| Paragon Advisors, LLC | 0.08% | Add +4.1% | 6,849 | $395K |
| Fidelity D & D Bancorp Inc. | 0.14% | Add +1.4% | 6,848 | $395K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -4.0% | 6,845 | $395K |
| Keel Point, LLC | 0.02% | Reduce -1.6% | 6,813 | $393K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -10.5% | 6,813 | $393K |
| January Capital Advisors LLC | 0.33% | No change | 6,803 | $392K |
| Hopwood Financial Services, Inc. | 0.23% | Reduce -0.8% | 6,778 | $391K |
| Optima Capital LLC | 0.15% | Reduce -2.9% | 6,751 | $389K |
| Richard W. Paul & Associates, LLC | 0.12% | Reduce -3.0% | 6,699 | $386K |
| Narus Financial Partners, LLC | 0.10% | Reduce -9.1% | 6,689 | $386K |
| PAX Financial Group, LLC | 0.06% | Reduce -3.9% | 6,677 | $385K |
| Salem Investment Counselors Inc. | 0.01% | No change | 6,668 | $385K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -22.6% | 6,653 | $384K |
| Vestia Personal Wealth Advisors | 0.15% | Reduce -0.3% | 6,573 | $379K |
| Bridgelight Financial Advisors, Inc. | 0.26% | Reduce -0.1% | 6,567 | $379K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 6,515 | $376K |
| EJMK Ventures LLC | 0.17% | No change | 6,480 | $374K |
| Sherman Wealth Management LLC | 0.28% | Add +0.4% | 6,427 | $371K |
| USAdvisors Wealth Management, LLC | 0.11% | Reduce -2.1% | 6,370 | $367K |
| Precedent Wealth Partners, LLC | 0.06% | Reduce -5.9% | 6,335 | $365K |
| Burling Wealth Partners, LLC | 0.05% | Add +17.4% | 6,276 | $362K |
| Red Mountain Financial, LLC | 0.30% | Add +12.1% | 6,275 | $362K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.4% | 6,169 | $356K |
| Keebeck Wealth Management | 0.03% | No change | 6,168 | $356K |
| JDM Financial Group LLC | 0.12% | Reduce -6.2% | 6,129 | $353K |
| BLB&B Advisors, LLC | 0.01% | Reduce -13.8% | 6,059 | $349K |
| Noesis Capital Mangement Corp. | 0.04% | No change | 6,000 | $346K |
| Barnes Dennig Private Wealth Management LLC | 0.28% | Add +60.3% | 5,985 | $345K |
| Lavaca Capital LLC | 0.04% | Add +21.9% | 5,972 | $344K |
| Eclectic Associates Inc. | 0.04% | Reduce -2.0% | 5,963 | $344K |
| HUB Investment Partners, LLC | 0.01% | Add +0.4% | 5,911 | $341K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -76.4% | 5,853 | $338K |
| Sapient Capital LLC | 0.00% | No change | 5,828 | $336K |
| MBE Wealth Management, LLC | 0.12% | Reduce -6.5% | 5,780 | $333K |
| Acropolis Investment Management, LLC | 0.01% | No change | 5,742 | $331K |
| Argent Trust Co | 0.01% | Reduce -2.0% | 5,741 | $331K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -49.9% | 5,739 | $331K |
| IFG Advisory, LLC | 0.01% | New | 5,729 | $330K |
| Rock Point Advisors, LLC | 0.08% | Reduce -0.1% | 5,728 | $330K |
| American Financial & Tax Strategies Inc. | 0.15% | Add +0.0% | 5,725 | $330K |
| Welch & Forbes LLC | 0.00% | Reduce -21.5% | 5,700 | $329K |
| Citadel Advisors | 0.00% | New | 5,698 | $329K |
| Guidance Capital, Inc. | 0.07% | New | 5,742 | $328K |
| Plan A Wealth LLC | 0.14% | Reduce -6.3% | 5,688 | $328K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.0% | 5,663 | $327K |
| Quest 10 Wealth Builders, Inc. | 0.25% | Reduce -2.7% | 5,649 | $326K |
| United Advisor Group, LLC | 0.03% | Add +3.0% | 5,632 | $325K |
| Trek Financial, LLC | 0.02% | New | 5,579 | $322K |
| Evergreen Capital Management LLC | 0.01% | Add +11.0% | 5,570 | $321K |
| Optimist Retirement Group LLC | 0.12% | Add +0.1% | 5,564 | $321K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.4% | 5,562 | $321K |
| Aspen Wealth Management LLC | 0.05% | Add +0.3% | 5,527 | $319K |
| First National Advisers, LLC | 0.04% | New | 5,453 | $314K |
| Apollon Financial, LLC | 0.04% | Reduce -33.1% | 5,447 | $314K |
| Tsfg, LLC | 0.04% | Add +0.1% | 5,451 | $314K |
| Continuum Advisory, LLC | 0.03% | Reduce -8.6% | 5,388 | $311K |
| Brio Consultants, LLC | 0.04% | Add +0.1% | 5,374 | $310K |
| Stegent Equity Advisors, Inc. | 0.22% | No change | 5,371 | $310K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 5,366 | $309K |
| Mascagni Wealth Management, Inc. | 0.19% | Add +1.0% | 5,349 | $308K |
| HBW Advisory Services LLC | 0.03% | Add +23.2% | 5,349 | $308K |
| Summit Wealth Group LLC / Co. | 0.03% | No change | 5,336 | $308K |
| Cranbrook Wealth Management, LLC | 0.06% | Add +0.0% | 5,326 | $307K |
| N.E.W. Advisory Services LLC | 0.02% | Add +1.0% | 5,272 | $304K |
| National Wealth Management Group, LLC | 0.09% | Reduce -7.3% | 5,237 | $302K |
| Financial Solutions Advisory Group, Inc. | 0.04% | No change | 5,330 | $302K |
| Duncan Williams Asset Management, LLC | 0.07% | No change | 5,216 | $301K |
| Bernard Wealth Management Corp. | 0.11% | No change | 5,202 | $300K |
| Capital Asset Advisory Services LLC | 0.01% | Add +36.3% | 5,182 | $299K |
| Trinity Wealth Management, LLC | 0.09% | Reduce -1.6% | 5,170 | $298K |
| Whitegate Investment Counselors, Inc. | 0.08% | No change | 5,155 | $297K |
| Councilor Wealth, LLC | 0.12% | Reduce -2.1% | 5,136 | $296K |
| Ironwood Financial, llc | 0.05% | Reduce -2.8% | 5,248 | $296K |
| Milestone Asset Management Group, LLC | 0.15% | Reduce -11.6% | 5,106 | $294K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -13.7% | 5,176 | $294K |
| Roman Butler Fullerton & Co. | 0.07% | Add +0.3% | 5,172 | $292K |
| Ketron Financial | 0.09% | Reduce -28.1% | 5,030 | $290K |
| Main Line Retirement Advisors, LLC | 0.13% | Add +0.2% | 5,005 | $289K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,981 | $287K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -11.8% | 4,959 | $286K |
| Integrity Financial Corp | 0.14% | Reduce -28.5% | 4,943 | $285K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.4% | 4,939 | $285K |
| Sigma Planning Corp | 0.01% | Add +14.7% | 4,920 | $284K |
| Townsend Asset Management Corp. /NC/ | 0.09% | No change | 4,896 | $282K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -2.0% | 4,878 | $281K |
| Cypress Financial Planning LLC | 0.07% | Reduce -2.5% | 4,861 | $280K |
| DV Trading LLC | 0.02% | New | 4,849 | $280K |
| Arlington Trust Co LLC | 0.02% | No change | 4,736 | $273K |
| Hamilton Wealth, LLC | 0.05% | No change | 4,721 | $272K |
| Factor Wealth Management LTD | 0.04% | Reduce -31.3% | 4,674 | $270K |
| Kraft, Davis & Associates, LLC | 0.06% | Add +0.4% | 4,820 | $269K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -55.3% | 4,636 | $267K |
| RCW Management, LLC | 0.24% | Add +9.8% | 4,619 | $266K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 4,614 | $266K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 4,597 | $265K |
| Donaldson Capital Management, LLC | 0.01% | New | 4,591 | $265K |
| First National Bank & Trust Co. of Newtown | 0.05% | New | 4,671 | $264K |
| Stanich Group LLC | 0.17% | Reduce -2.1% | 4,570 | $264K |
| Vanguard Advisers Inc. | 0.00% | Add +3.8% | 4,503 | $260K |
| Glenview Trust Co | 0.00% | No change | 4,500 | $260K |
| Counterweight Ventures, LLC | 0.13% | No change | 4,489 | $259K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.1% | 4,488 | $259K |
| Strategic Investment Advisors / MI | 0.02% | Add +12.9% | 4,484 | $259K |
| Professional Financial Advisors, LLC | 0.04% | Add +3.3% | 4,471 | $258K |
| GSG Advisors LLC | 0.06% | No change | 4,448 | $256K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -67.6% | 4,445 | $256K |
| Sovran Advisors, LLC | 0.02% | Reduce -7.1% | 4,554 | $255K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +0.2% | 4,356 | $251K |
| Guardian Wealth Advisors, LLC | 0.13% | Reduce -0.5% | 4,335 | $250K |
| Wealthquest Corp | 0.02% | Reduce -3.1% | 4,329 | $250K |
| First Foundation Advisors | 0.01% | New | 4,312 | $249K |
| Accretive Wealth Partners, LLC | 0.06% | Reduce -3.1% | 4,293 | $248K |
| Financial Advisory Partners, LLC | 0.06% | New | 4,282 | $247K |
| Stevens Capital Partners | 0.05% | Reduce -3.5% | 4,280 | $247K |
| Fonville Wealth Management LLC | 0.04% | No change | 4,267 | $246K |
| Vident Advisory, LLC | 0.00% | New | 4,256 | $245K |
| Forza Wealth Management, LLC | 0.08% | No change | 4,249 | $245K |
| Independence Bank of Kentucky | 0.03% | No change | 4,233 | $244K |
| Buska Wealth Management, LLC | 0.09% | New | 4,226 | $244K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.3% | 4,209 | $243K |
| Marion Wealth Management | 0.05% | Reduce -3.0% | 4,201 | $242K |
| Capital Squared Financial LLC | 0.16% | Add +0.4% | 4,193 | $242K |
| Ethic Inc. | 0.00% | New | 4,174 | $241K |
| Prosperity Consulting Group, LLC | 0.01% | New | 4,167 | $240K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -1.7% | 4,143 | $239K |
| Round Rock Advisors LLC | 0.03% | New | 4,085 | $236K |
| Onyx Bridge Wealth Group LLC | 0.02% | Reduce -7.6% | 4,046 | $233K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,036 | $233K |
| Power Wealth Management LLC | 0.08% | New | 3,999 | $231K |
| Elevation Wealth Management LLC | 0.17% | Reduce -6.7% | 3,994 | $230K |
| Certified Advisory Corp | 0.02% | New | 3,966 | $229K |
| Financial Strategies Group, Inc. | 0.04% | Add +1.0% | 4,009 | $228K |
| S.A. Mason LLC | 0.07% | Add +0.6% | 3,954 | $228K |
| Madison Wealth Partners, Inc | 0.03% | New | 3,936 | $227K |
| Warner Group LLC | 0.06% | New | 3,935 | $227K |
| Brookwood Investment Group LLC | 0.03% | New | 3,919 | $226K |
| Quadcap Wealth Management, LLC | 0.02% | New | 3,906 | $225K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 3,979 | $225K |
| Well Done, LLC | 0.03% | New | 3,900 | $225K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -15.1% | 3,898 | $225K |
| Objective Capital Management, LLC | 0.20% | New | 3,893 | $225K |
| Five Oceans Advisors | 0.07% | New | 3,887 | $224K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.02% | New | 3,879 | $224K |
| Wedbush Securities Inc. | 0.01% | Reduce -17.3% | 3,874 | $223K |
| Zhang Financial LLC | 0.01% | New | 3,859 | $223K |
| Performance Wealth Partners, LLC | 0.01% | New | 3,850 | $222K |
| Bar Harbor Wealth Management | 0.01% | New | 3,821 | $220K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -2.0% | 3,811 | $220K |
| FreeGulliver LLC | 0.08% | New | 3,784 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -64.2% | 3,774 | $218K |
| Verus Capital Partners, LLC | 0.01% | New | 3,769 | $217K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +54.3% | 3,761 | $217K |
| Eagle Rock Investment Company, LLC | 0.03% | New | 3,747 | $216K |
| NCM Capital Management, LLC | 0.07% | New | 3,736 | $215K |
| Evolution Wealth Management Inc. | 0.13% | Reduce -3.6% | 3,727 | $215K |
| Rooted Wealth Advisors, Inc. | 0.05% | New | 3,703 | $214K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 3,684 | $212K |
| Diligent Investors, LLC | 0.05% | New | 3,670 | $212K |
| Hopwood Nicholas Hunter | 0.06% | New | 3,659 | $211K |
| Ignite Planners, LLC | 0.03% | New | 3,621 | $209K |
| Flagship Private Wealth, LLC | 0.07% | New | 3,610 | $208K |
| Kestra Investment Management, LLC | 0.00% | New | 3,593 | $207K |
| Fox Financial, Inc | 0.14% | New | 3,590 | $207K |
| FSA Advisors, Inc. | 0.09% | New | 3,585 | $207K |
| Rockline Wealth Management, LLC | 0.04% | New | 3,542 | $204K |
| Broadway Wealth Solutions, Inc. | 0.09% | New | 3,515 | $203K |
| TCTC Holdings, LLC | 0.01% | New | 3,514 | $203K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -6.5% | 3,499 | $202K |
| Csenge Advisory Group | 0.01% | New | 3,496 | $202K |
| New England Private Wealth Advisors LLC | 0.02% | New | 3,579 | $202K |
| Arax Advisory Partners | 0.00% | Add +351.3% | 3,335 | $192K |
| Madison Park Capital Advisors, LLC | 0.13% | New | 10,000 | $185K |
| Russell Investments Group, Ltd. | 0.00% | Add +204.6% | 3,128 | $180K |
| NFSG Corp | 0.02% | No change | 3,111 | $179K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.8% | 3,075 | $177K |
| Global Trust Asset Management, LLC | 0.05% | No change | 2,998 | $173K |
| First Pacific Financial | 0.02% | No change | 2,946 | $170K |
| MJT & Associates Financial Advisory Group, Inc. | 0.11% | No change | 2,938 | $169K |
| Cape Investment Advisory, Inc. | 0.04% | New | 2,919 | $168K |
| GGM Financial LLC | 0.06% | Reduce -9.1% | 2,886 | $166K |
| GAMMA Investing LLC | 0.01% | Reduce -0.4% | 2,831 | $163K |
| MidFirst Bank | 0.01% | Add +31.0% | 2,825 | $163K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 2,720 | $157K |
| Joseph Group Capital Management | 0.03% | Reduce -0.9% | 2,649 | $153K |
| Abound Wealth Management | 0.03% | Add +2.2% | 2,642 | $152K |
| Park Place Capital Corp | 0.02% | Add +0.3% | 2,616 | $151K |
| Piscataqua Savings Bank | 0.10% | Reduce -56.0% | 2,500 | $144K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,480 | $143K |
| SIMA Wealth Partners, LLC | 0.10% | No change | 2,444 | $141K |
| Paladin Advisory Group, LLC | 0.09% | Reduce -3.9% | 2,437 | $141K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Add +321.7% | 2,374 | $137K |
| Dogwood Wealth Management LLC | 0.05% | Reduce -5.2% | 2,343 | $135K |
| Whittier Trust Co. | 0.00% | No change | 2,324 | $133K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,278 | $131K |
| Bessemer Group Inc. | 0.00% | Add +72.5% | 2,193 | $127K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -6.5% | 2,194 | $127K |
| Topsail Wealth Management, LLC | 0.02% | No change | 2,170 | $125K |
| Fairway Wealth LLC | 0.03% | No change | 2,005 | $116K |
| Smithfield Trust Co | 0.00% | No change | 2,081 | $114K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -6.9% | 1,958 | $113K |
| Ballast Advisors LLC | 0.03% | Reduce -5.2% | 1,838 | $106K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,831 | $106K |
| TD Private Client Wealth LLC | 0.00% | Reduce -52.3% | 1,824 | $105K |
| Ancora Advisors LLC | 0.00% | No change | 1,812 | $104K |
| Spire Wealth Management | 0.00% | Reduce -0.6% | 1,803 | $104K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,560 | $90K |
| Silver Grove Financial Group, Inc. | 0.05% | Add +175.5% | 1,554 | $90K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,542 | $89K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,536 | $89K |
| Spectrum Wealth Advisory Group, LLC | 0.03% | New | 1,528 | $88K |
| Anchor Investment Management, LLC | 0.01% | Reduce -84.5% | 1,463 | $84K |
| Balentine LLC | 0.00% | New | 1,425 | $82K |
| PlanVest Financial, Inc | 0.05% | Add +0.1% | 1,365 | $79K |
| American National Bank & Trust | 0.01% | No change | 1,340 | $77K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.1% | 1,335 | $77K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,315 | $76K |
| REAP Financial Group, LLC | 0.01% | Add +266.0% | 1,248 | $72K |
| Clearstead Trust, LLC | 0.01% | Add +45.4% | 1,213 | $70K |
| Vima LLC | 0.07% | — | 1,169 | $67K |
| LifeSteps Financial, Inc. | 0.03% | New | 1,153 | $66K |
| MeadowBrook Investment Advisors LLC | 0.05% | No change | 1,150 | $66K |
| Parallel Advisors, LLC | 0.00% | Add +5.7% | 1,125 | $65K |
| Brooklyn FI, LLC | 0.01% | New | 1,143 | $65K |
| Tompkins Financial Corp. | 0.00% | Add +316.9% | 1,109 | $64K |
| Walsh & Associates, LLC | 0.05% | Add +10.1% | 1,088 | $63K |
| CENTRAL TRUST Co | 0.00% | No change | 1,075 | $62K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 1,034 | $60K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +92.0% | 1,033 | $60K |
| McDonald Partners LLC | 0.01% | New | 1,031 | $59K |
| Crewe Advisors LLC | 0.00% | Add +306.7% | 976 | $56K |
| Centennial Bank | 0.02% | No change | 973 | $56K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -44.0% | 949 | $55K |
| Ameriflex Group, Inc. | 0.02% | Add +0.1% | 940 | $54K |
| Gill Capital Partners, LLC | 0.01% | No change | 914 | $53K |
| Sachetta, LLC | 0.03% | Add +0.3% | 906 | $52K |
| Chapman Financial Group, LLC | 0.03% | No change | 900 | $52K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -2.5% | 895 | $52K |
| Blue Trust, Inc. | 0.00% | Add +24.4% | 891 | $51K |
| Signature Equity Partners, LLC | 0.02% | Reduce -45.0% | 885 | $51K |
| Orion Capital Management LLC | 0.02% | Reduce -24.4% | 870 | $50K |
| IMG Wealth Management, Inc. | 0.03% | No change | 869 | $50K |
| Buck Wealth Strategies, LLC | 0.01% | New | 856 | $49K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 833 | $48K |
| International Assets Investment Management, LLC | 0.00% | Add +0.2% | 822 | $47K |
| MCF Advisors LLC | 0.00% | No change | 800 | $46K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 804 | $46K |
| POM Investment Strategies, LLC | 0.05% | Add +2.7% | 796 | $46K |
| Align Financial, LLC | 0.02% | No change | 777 | $45K |
| Manchester Capital Management LLC | 0.01% | No change | 762 | $44K |
| Montag A & Associates Inc. | 0.00% | No change | 755 | $44K |
| Lodestone Wealth Management LLC | 0.01% | No change | 713 | $41K |
| Copia Wealth Management | 0.02% | No change | 691 | $40K |
| Community Bank, N.A. | 0.00% | No change | 677 | $39K |
| Rothschild Investment LLC | 0.00% | No change | 673 | $39K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $39K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 660 | $38K |
| Glenmede Trust Co. NA | 0.00% | New | 629 | $36K |
| Financial Perspectives, Inc | 0.01% | Add +0.3% | 625 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +8.8% | 616 | $36K |
| Atwood & Palmer Inc. | 0.00% | No change | 607 | $35K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | Add +0.3% | 606 | $35K |
| Strive Financial Group ,LLC | 0.01% | No change | 600 | $35K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 571 | $33K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1741.9% | 571 | $33K |
| Barrett & Company, Inc. | 0.01% | No change | 562 | $32K |
| Oakmont Advisory Group, LLC | 0.03% | New | 559 | $32K |
| Fiduciary Financial Advisors | 0.00% | New | 548 | $32K |
| GW&K Investment Management, LLC | 0.00% | No change | 534 | $31K |
| Trust Co. of Toledo NA | 0.00% | No change | 533 | $31K |
| Protective Life Corp. | 0.22% | Reduce -8.7% | 523 | $30K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -97.2% | 522 | $30K |
| Rossby Financial, LCC | 0.01% | Add +1.8% | 501 | $29K |
| Center for Financial Planning, Inc. | 0.00% | No change | 500 | $29K |
| Comprehensive Financial Planning, Inc. | 0.02% | No change | 495 | $29K |
| Covestor Ltd | 0.01% | Reduce -16.9% | 459 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -3.5% | 447 | $26K |
| Essential Partners LLC | 0.01% | No change | 448 | $26K |
| Community Financial Services Group, LLC | 0.00% | New | 442 | $25K |
| UMB Bank, n.a. | 0.00% | Add +113.4% | 429 | $25K |
| SJS Investment Consulting Inc. | 0.00% | No change | 426 | $25K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 409 | $24K |
| Tucker Asset Management LLC | 0.01% | Reduce -92.1% | 406 | $23K |
| Stone House Investment Management, LLC | 0.00% | Reduce -1.5% | 404 | $23K |
| Highland Investment Advisors LLC | 0.01% | — | 400 | $23K |
| Webster Bank, N. A. | 0.00% | No change | 400 | $23K |
| 1620 Investment Advisors, Inc. | 0.01% | Add +5.3% | 394 | $23K |
| TOP Private Wealth LLC. | 0.02% | — | 390 | $22K |
| Mather Group, Llc. | 0.00% | Reduce -53.5% | 385 | $22K |
| Rialto Wealth Management, LLC | 0.00% | No change | 369 | $21K |
| Blueline Advisors LLC | 0.01% | Reduce -2.5% | 359 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 346 | $20K |
| Key Capital Management, INC | 0.01% | Reduce -5.1% | 337 | $19K |
| EPG Wealth Management LLC | 0.00% | Add +0.6% | 325 | $19K |
| Hickory Point Bank & Trust | 0.01% | No change | 320 | $18K |
| Cornerstone Financial Management LLC | 0.01% | No change | 311 | $18K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +0.3% | 301 | $17K |
| Motco | 0.00% | New | 299 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +472.0% | 286 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | New | 270 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 255 | $15K |
| United Financial Planning Group LLC | 0.01% | No change | 245 | $14K |
| Hurley Capital, LLC | 0.01% | New | 225 | $13K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 220 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.3% | 216 | $12K |
| Networth Advisors, LLC | 0.01% | Add +900.0% | 210 | $12K |
| Centerpoint Advisors, LLC | 0.00% | No change | 214 | $12K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 201 | $12K |
| Costello Asset Management, INC | 0.00% | No change | 200 | $12K |
| Rogco, LP | 0.00% | No change | 198 | $11K |
| SHP Wealth Management | 0.00% | No change | 194 | $11K |
| Capital Advisor Network LLC | 0.01% | New | 192 | $11K |
| Redwood Park Advisors LLC | 0.01% | Add +0.5% | 190 | $11K |
| Highline Wealth Partners LLC | 0.00% | New | 180 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -43.5% | 173 | $10K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -35.2% | 171 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 168 | $10K |
| WealthShield Partners, LLC | 0.00% | Reduce -80.8% | 158 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 154 | $9K |
| First Community Trust NA | 0.00% | No change | 151 | $9K |
| Rexford Capital Inc. | 0.01% | New | 147 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 142 | $8K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -80.8% | 141 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -56.0% | 138 | $8K |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.7% | 138 | $8K |
| Oakworth Capital, Inc. | 0.00% | No change | 138 | $8K |
| Chilton Capital Management LLC | 0.00% | New | 134 | $8K |
| Atlantic Private Wealth, LLC | 0.00% | Add +0.8% | 132 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -60.6% | 130 | $7K |
| Bullock Wealth Management Group | 0.00% | No change | 128 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 113 | $7K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 105 | $6K |
| Birchbrook, Inc. | 0.00% | New | 99 | $6K |
| Breakwater Investment Management | 0.00% | No change | 85 | $5K |
| Frankly Finances, LLC | 0.00% | New | 84 | $5K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -56.2% | 81 | $5K |
| Hara Capital LLC | 0.00% | Reduce -95.8% | 77 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 75 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 71 | $4K |
| Financial Consulate, Inc. | 0.00% | Reduce -49.1% | 60 | $3K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 59 | $3K |
| Islay Capital Management, LLC | 0.00% | Add +6.4% | 50 | $3K |
| Rakuten Securities, Inc. | 0.00% | No change | 50 | $3K |
| Cypress Capital Management LLC (WY) | 0.00% | No change | 38 | $2K |
| Quent Capital, LLC | 0.00% | No change | 38 | $2K |
| Meramec Financial Planners, LLC | 0.00% | New | 32 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 28 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 25 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 22 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 19 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -97.8% | 16 | $923 |
| Truvestments Capital LLC | 0.00% | No change | 11 | $634 |
| Advocate Investing Services LLC | 0.00% | No change | 9 | $519 |
| Millstone Evans Group, LLC | 0.00% | New | 9 | $519 |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | Add +100.0% | 8 | $464 |
| WealthCollab, LLC | 0.00% | New | 8 | $462 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 7 | $403 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 5 | $285 |
| Signature Resources Capital Management, LLC | 0.00% | New | 3 | $173 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $58 |
| Maseco LLP | 0.00% | No change | 1 | $58 |
| Spirit of America Management Corp. | 0.00% | Add +2775.0% | 115 | $2 |
| 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.