Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q2 2025 (June 30)732holders +12
47new positions
36sold out
5famous investors
$83.78avg. 13F price*
At the end of Q2 2025, 732 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 12 from Q1 2025. 47 opened new positions and 36 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.7B), LPL Financial LLC ($1.0B) and Bank of America Corp. ($1.0B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $74.8M |
| Exits | 36 | $29.0M |
All 13F filers, Q1 2025 → Q2 2025: 6,954,746 shares bought and 4,022,722 shares sold, net +2,932,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 732 holders
| PNC Financial Services Group, Inc. | 1.07% | Add +1.7% | 19,788,159 | $1.7B |
| LPL Financial LLC | 0.35% | Reduce -2.5% | 12,468,833 | $1.0B |
| Bank of America Corp. | 0.08% | Add +5.0% | 12,422,037 | $1.0B |
| Morgan Stanley | 0.05% | Add +2.7% | 8,673,468 | $726.3M |
| Ameriprise Financial Inc. | 0.14% | Add +8.0% | 6,940,040 | $581.1M |
| Hamilton Capital, LLC | 31.73% | Add +2.9% | 6,893,933 | $577.3M |
| Raymond James Financial Inc. | 0.10% | Add +0.6% | 3,540,325 | $296.5M |
| HighTower Advisors, LLC | 0.30% | Reduce -1.7% | 2,849,118 | $238.6M |
| UBS Group AG | 0.04% | Add +3.4% | 2,436,892 | $204.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +38.0% | 2,126,748 | $178.1M |
| Cetera Investment Advisers | 0.28% | Reduce -13.5% | 1,954,303 | $163.7M |
| Royal Bank of Canada | 0.03% | Add +7.6% | 1,675,001 | $140.3M |
| Wells Fargo & Company | 0.03% | Add +0.8% | 1,598,017 | $133.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +15.1% | 1,469,742 | $123.1M |
| Prime Capital Investment Advisors, LLC | 1.56% | Add +39.0% | 1,401,381 | $117.4M |
| NorthCoast Asset Management LLC | 0.46% | Add +0.6% | 1,293,759 | $108.3M |
| Private Advisor Group, LLC | 0.58% | Reduce -1.6% | 1,291,134 | $108.1M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Reduce -4.4% | 1,157,920 | $98.7M |
| Steward Partners Investment Advisory, LLC | 0.68% | Reduce -4.7% | 1,045,384 | $87.5M |
| Waddell & Associates, LLC | 8.46% | Add +1.5% | 946,079 | $79.2M |
| Clearwater Capital Advisors, LLC | 6.70% | Add +1.0% | 876,024 | $73.4M |
| Stratos Investment Management, LLC | 3.35% | Reduce -1.2% | 874,834 | $73.3M |
| Bouchey Financial Group, Ltd. | 6.03% | Add +0.2% | 866,443 | $72.6M |
| Glassman Wealth Services | 10.67% | Add +2.8% | 832,066 | $69.7M |
| Legacy Financial Advisors, Inc. | 10.73% | Add +2.1% | 820,492 | $68.7M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -0.7% | 810,820 | $67.9M |
| RVW Wealth, LLC | 5.72% | Reduce -3.4% | 804,271 | $67.3M |
| IAM Advisory, LLC | 15.99% | Add +1.6% | 795,448 | $66.6M |
| Comerica Bank | 0.25% | Reduce -0.2% | 767,357 | $64.3M |
| Equitable Holdings, Inc. | 0.52% | Add +4.5% | 758,450 | $63.5M |
| Captrust Financial Advisors | 0.14% | Reduce -11.9% | 737,052 | $61.7M |
| Bluespring Wealth Management, LLC | 5.57% | Add +1.7% | 698,845 | $58.5M |
| One Capital Management, LLC | 1.98% | Reduce -20.1% | 682,623 | $57.2M |
| Horizon Wealth Management, LLC | 9.82% | Add +0.2% | 667,745 | $55.9M |
| Prestige Wealth Management Group LLC | 10.97% | Add +1.8% | 642,467 | $53.8M |
| Larson Financial Group LLC | 2.15% | Add +184.9% | 638,089 | $53.4M |
| Beacon Financial Group | 5.44% | Reduce -2.4% | 624,253 | $52.3M |
| Kestra Advisory Services, LLC | 0.25% | Add +19.9% | 615,506 | $51.5M |
| NewEdge Advisors, LLC | 0.26% | Add +2.1% | 598,854 | $50.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 594,448 | $49.8M |
| Glen Eagle Advisors, LLC | 7.19% | Add +7.1% | 558,375 | $46.8M |
| Spinnaker Investment Group, LLC | 10.80% | Reduce -8.5% | 549,082 | $46.0M |
| SkyView Investment Advisors, LLC | 6.43% | Add +1.4% | 537,459 | $44.8M |
| Osaic Holdings, Inc. | 0.08% | Reduce -7.0% | 530,229 | $44.4M |
| Taiyo Life Insurance Co. | 4.13% | Reduce -38.2% | 525,000 | $44.0M |
| Schorn Wealth LLC | 14.44% | Reduce -5.9% | 521,262 | $43.7M |
| OneDigital Investment Advisors LLC | 0.48% | Reduce -0.3% | 517,188 | $43.3M |
| Avantax Advisory Services, Inc. | 0.22% | Add +7.0% | 487,073 | $40.8M |
| NewEdge Wealth, LLC | 0.60% | Reduce -3.4% | 449,840 | $38.5M |
| Stifel Financial Corp. | 0.04% | Add +5.8% | 446,292 | $37.4M |
| Savant Capital, LLC | 0.27% | Reduce -0.1% | 445,711 | $37.3M |
| Duncan Williams Asset Management, LLC | 11.71% | Add +14.0% | 442,863 | $37.1M |
| Sage Private Wealth Group, LLC | 22.87% | Add +76.3% | 426,417 | $35.7M |
| BCM Advisors, LLC | 7.25% | Add +0.9% | 396,283 | $34.1M |
| Per Stirling Capital Management, LLC. | 4.40% | Add +6.3% | 402,419 | $33.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.4% | 398,238 | $33.3M |
| IFP Advisors, Inc | 0.95% | Add +1.1% | 398,183 | $33.3M |
| Intrua Financial, LLC | 4.74% | Add +48.5% | 394,303 | $33.0M |
| Serenus Wealth Advisors, LLC | 5.47% | Reduce -4.5% | 384,919 | $32.2M |
| Cwm, LLC | 0.11% | Add +0.4% | 384,432 | $32.2M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +5.8% | 382,970 | $32.1M |
| VestGen Advisors, LLC | 1.27% | Reduce -2.2% | 374,931 | $31.8M |
| Cerity Partners LLC | 0.06% | Reduce -11.9% | 379,667 | $31.8M |
| Concurrent Investment Advisors, LLC | 0.61% | Add +4.6% | 378,303 | $31.7M |
| Team Financial Group, LLC | 15.49% | Add +6.7% | 376,331 | $31.5M |
| Mariner, LLC | 0.05% | Add +5.7% | 376,167 | $31.5M |
| Aspire Capital Advisors LLC | 8.31% | Add +2.7% | 359,257 | $30.1M |
| Atria Investments, Inc | 0.33% | Add +4.7% | 334,535 | $28.0M |
| Howard Financial Services, LTD. | 3.68% | Add +11.5% | 334,379 | $28.0M |
| Sanchez Wealth Management Group | 6.67% | Add +3.2% | 330,379 | $27.7M |
| Choice Wealth Advisors LLC | 12.45% | Reduce -0.4% | 329,125 | $27.6M |
| Tyler-Stone Wealth Management | 4.24% | Add +7.3% | 314,479 | $26.3M |
| Connable Office Inc. | 2.59% | Add +12.4% | 312,643 | $26.2M |
| GPS Wealth Strategies Group, LLC | 2.98% | Reduce -5.0% | 308,776 | $25.9M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -5.8% | 307,785 | $25.8M |
| MML Investors Services, LLC | 0.07% | Add +3.0% | 306,942 | $25.7M |
| Compass Financial Services Inc | 12.37% | Add +1.9% | 305,001 | $25.5M |
| TigerOak Management, L.L.C. | 8.66% | Add +2.1% | 301,799 | $25.3M |
| SK Wealth Management, LLC | 10.83% | Add +1.6% | 293,373 | $25.0M |
| Modern Wealth Management, LLC | 0.61% | Add +14.1% | 295,679 | $24.8M |
| LVM Capital Management Ltd. | 2.54% | Reduce -1.3% | 292,224 | $24.5M |
| Two Sigma Investments, LP | 0.05% | New | 286,100 | $24.0M |
| Forte Capital LLC | 2.56% | Add +0.0% | 284,906 | $23.9M |
| Belpointe Asset Management LLC | 0.98% | New | 282,059 | $23.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -5.5% | 279,635 | $23.4M |
| Truist Financial Corp. | 0.03% | Reduce -2.5% | 279,285 | $23.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.5% | 278,033 | $23.3M |
| HB Wealth Management, LLC | 0.19% | Add +15.5% | 277,374 | $23.2M |
| Amplius Wealth Advisors, LLC | 2.13% | Add +0.9% | 273,880 | $22.9M |
| ACT Advisors, LLC. | 10.34% | Reduce -2.8% | 266,894 | $22.3M |
| Columbia Advisory Partners LLC | 16.83% | Add +18.0% | 265,543 | $22.2M |
| Pinnacle Associates Ltd. | 0.31% | Add +12.1% | 257,358 | $21.6M |
| Cahill Financial Advisors Inc. | 2.64% | Reduce -1.5% | 254,092 | $21.3M |
| Jones Financial Companies LLLP | 0.02% | Add +17.7% | 251,701 | $21.0M |
| Pension & Wealth Management Advisors, Inc. | 6.70% | Add +9.7% | 238,839 | $20.0M |
| Palo Alto Wealth Advisors, LLC | 7.27% | Add +1.7% | 229,642 | $19.2M |
| Cresta Advisors, Ltd. | 9.30% | Add +5.0% | 227,856 | $19.1M |
| Creative Planning | 0.02% | Reduce -8.3% | 224,536 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.0% | 222,858 | $18.7M |
| D.A. Davidson & Co. | 0.13% | Add +2.2% | 221,940 | $18.6M |
| Heck Capital Advisors, LLC | 1.53% | Add +1.4% | 212,570 | $17.8M |
| Great Valley Advisor Group, Inc. | 0.39% | Add +5.0% | 208,315 | $17.4M |
| Curi Capital, LLC | 0.32% | Add +10.3% | 203,575 | $17.0M |
| Main Street Financial Solutions, LLC | 1.21% | Reduce -2.4% | 198,659 | $16.6M |
| CGN Advisors LLC | 1.46% | Add +7.8% | 194,780 | $16.3M |
| Thrivent Financial for Lutherans | 0.04% | Add +31.4% | 194,594 | $16.3M |
| Winthrop Advisory Group LLC | 1.56% | Add +3.4% | 192,923 | $16.2M |
| Townsend Asset Management Corp. /NC/ | 5.80% | Reduce -1.8% | 191,395 | $16.0M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +3.6% | 191,060 | $16.0M |
| Eagle Wealth Strategies LLC | 8.55% | Add +3.0% | 182,625 | $15.3M |
| Hengehold Capital Management LLC | 1.37% | Add +2.0% | 180,137 | $15.1M |
| Insight Advisors, LLC/ PA | 2.38% | Add +30.3% | 175,923 | $14.7M |
| Howard Bailey Securities, LLC | 4.52% | Add +3.3% | 174,952 | $14.7M |
| Focus Financial Network, Inc. | 0.58% | Add +2.7% | 174,262 | $14.6M |
| Boyce & Associates Wealth Consulting, Inc. | 13.19% | Add +9.0% | 172,359 | $14.4M |
| CRA Financial Services, LLC | 2.16% | Add +2.6% | 168,852 | $14.1M |
| Mb, Levis & Associates, LLC | 6.21% | Add +0.4% | 168,850 | $14.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.16% | Add +13.4% | 166,355 | $13.9M |
| Lauer Wealth, LLC | 11.51% | Reduce -7.6% | 159,485 | $13.7M |
| Venture Visionary Partners LLC | 0.52% | Add +1.1% | 163,760 | $13.7M |
| United Advisor Group, LLC | 2.30% | Add +3.0% | 159,032 | $13.3M |
| Solano Wealth Investment Advisors LLC | 6.82% | Add +19.3% | 158,640 | $13.3M |
| Kraft, Davis & Associates, LLC | 3.53% | Reduce -5.2% | 149,605 | $12.9M |
| Oxinas Partners, LLC | 5.98% | Add +0.1% | 139,069 | $11.6M |
| First National Trust Co | 0.43% | Add +1.4% | 136,874 | $11.5M |
| Certuity, LLC | 1.07% | Reduce -18.0% | 136,049 | $11.4M |
| Family Capital Management, Inc. | 5.75% | Reduce -4.2% | 131,154 | $11.0M |
| Eaton Financial Holdings Company, LLC | 3.35% | Reduce -12.7% | 129,999 | $10.9M |
| Smartleaf Asset Management LLC | 0.95% | Add +13.9% | 129,103 | $10.8M |
| TD Capital Management LLC | 1.01% | Add +4.0% | 127,753 | $10.7M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -1.8% | 126,060 | $10.6M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -1.6% | 125,691 | $10.5M |
| Defined Financial Planning LLC | 9.34% | Add +17.5% | 124,470 | $10.5M |
| Three Magnolias Financial Advisors, LLC | 7.23% | Add +5.1% | 124,117 | $10.4M |
| Journey Advisory Group, LLC | 0.80% | Reduce -4.2% | 122,973 | $10.3M |
| World Investment Advisors | 0.23% | Reduce -10.0% | 121,496 | $10.2M |
| Melone Private Wealth, LLC | 5.18% | Add +2.4% | 121,218 | $10.1M |
| Golden State Wealth Management, LLC | 1.22% | Reduce -4.9% | 120,061 | $10.1M |
| IFG Advisory, LLC | 0.50% | Add +8.9% | 118,983 | $10.0M |
| Retirement Planning Group, LLC | 0.42% | Add +1.1% | 118,669 | $9.9M |
| Avidian Wealth Enterprises, LLC | 0.40% | Add +2.2% | 117,955 | $9.9M |
| Marshall & Sterling Wealth Advisors Inc. | 6.65% | Add +5.1% | 117,480 | $9.8M |
| Western Wealth Management, LLC | 0.58% | Add +0.2% | 115,697 | $9.7M |
| Flagship Harbor Advisors, LLC | 0.45% | Reduce -1.7% | 114,470 | $9.6M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +2.2% | 114,299 | $9.6M |
| Capital Planning Advisors, LLC | 1.38% | Reduce -1.9% | 112,097 | $9.4M |
| MBA Advisors LLC | 4.32% | Add +12.1% | 111,891 | $9.4M |
| IAG Wealth Partners, LLC | 1.21% | Add +3.6% | 109,465 | $9.2M |
| Darrow Company, Inc. | 4.57% | Add +10.3% | 107,728 | $9.0M |
| IHT Wealth Management, LLC | 0.24% | Add +3.6% | 105,614 | $8.8M |
| Prosperity Consulting Group, LLC | 0.64% | Reduce -2.5% | 104,316 | $8.7M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.35% | Reduce -2.0% | 101,777 | $8.6M |
| Alpha Zero LLC | 5.61% | Add +11.8% | 102,807 | $8.6M |
| Avant Capital LLC | 6.61% | Add +2.6% | 101,824 | $8.5M |
| Bison Wealth, LLC | 0.67% | Add +7.3% | 101,313 | $8.5M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +153.9% | 100,296 | $8.4M |
| Onyx Bridge Wealth Group LLC | 1.11% | New | 100,214 | $8.4M |
| Wilmington Savings Fund Society, FSB | 0.15% | Add +3.4% | 99,110 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -5.8% | 94,874 | $7.9M |
| Masso Torrence Wealth Management Inc. | 3.62% | Add +4.9% | 93,477 | $7.8M |
| KPP Advisory Services LLC | 1.25% | Add +2.4% | 90,449 | $7.6M |
| Ascentis Independent Advisors | 1.39% | Reduce -15.9% | 89,614 | $7.5M |
| Good Life Advisors, LLC | 0.47% | Add +1.5% | 89,184 | $7.5M |
| Elevation Capital Advisory, LLC | 2.97% | Add +414.7% | 88,520 | $7.4M |
| Albion Financial Group | 0.48% | No change | 87,127 | $7.3M |
| Prospera Financial Services Inc | 0.13% | Add +6.4% | 86,368 | $7.2M |
| Merit Financial Group, LLC | 0.08% | Add +39.9% | 86,284 | $7.2M |
| Fiduciary Group, LLC | 0.67% | Add +0.8% | 84,417 | $7.1M |
| Berkeley, Inc | 2.53% | Add +77.4% | 84,108 | $7.0M |
| Foundations Investment Advisors, LLC | 0.11% | Add +1.6% | 83,907 | $7.0M |
| Gray Private Wealth, LLC | 3.70% | Add +2.7% | 82,175 | $6.9M |
| Lodestar Private Asset Management LLC | 0.79% | Add +11.7% | 81,925 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +0.0% | 81,283 | $6.8M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -0.7% | 80,609 | $6.8M |
| PMG Wealth Management, Inc. | 5.46% | Reduce -0.2% | 78,970 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.5% | 78,848 | $6.6M |
| &partners | 0.05% | Add +71.8% | 78,532 | $6.6M |
| Riverbend Wealth Management, LLC | 4.89% | Add +2.9% | 77,200 | $6.5M |
| Moloney Securities Asset Management, LLC | 0.79% | Reduce -0.9% | 75,927 | $6.4M |
| Hobbs Group Advisors, LLC | 2.07% | Reduce -6.3% | 72,461 | $6.1M |
| Gateway Wealth Partners, LLC | 1.15% | Reduce -4.0% | 72,223 | $6.0M |
| White Pine Investment CO | 1.50% | Reduce -0.5% | 71,622 | $6.0M |
| Flagship Wealth Advisors, LLC | 2.25% | Add +4.9% | 71,335 | $6.0M |
| Ancora Advisors LLC | 0.12% | Add +0.1% | 70,922 | $5.9M |
| Howard Capital Management, LLC | 0.09% | Add +18.5% | 70,158 | $5.9M |
| Axis Wealth Partners, LLC | 3.74% | Add +6.2% | 67,973 | $5.7M |
| Corient Private Wealth LP | 0.01% | Add +12.0% | 66,203 | $5.5M |
| Roof Eidam Maycock Peralta, LLC | 1.36% | Add +0.1% | 65,754 | $5.5M |
| FFG Retirement Advisors LLC | 3.41% | Add +3.6% | 65,015 | $5.4M |
| Brown Advisory Inc. | 0.01% | Add +11.3% | 63,900 | $5.4M |
| Waterway Wealth Management, LLC | 1.62% | Add +50.4% | 63,863 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +10.6% | 62,968 | $5.3M |
| Prudential PLC | 0.03% | Reduce -5.7% | 62,700 | $5.3M |
| Evernest Financial Advisors, LLC | 1.70% | Add +9.9% | 62,604 | $5.2M |
| Catalina Capital Group, LLC | 3.49% | Reduce -8.4% | 61,777 | $5.2M |
| Advisory Services Network, LLC | 0.08% | Add +7.0% | 60,353 | $5.1M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +13.4% | 60,137 | $5.0M |
| Glenmede Investment Management, LP | 0.03% | — | 59,996 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.2% | 59,878 | $5.0M |
| Thomasville National Bank | 0.34% | Reduce -11.7% | 59,616 | $5.0M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -16.2% | 59,391 | $5.0M |
| Capital Investment Advisory Services, LLC | 0.41% | Add +0.3% | 59,160 | $5.0M |
| Archer Investment Management, LLC | 3.55% | Reduce -27.8% | 58,345 | $4.9M |
| Lanark Financial, Inc. | 0.40% | Add +2.0% | 57,627 | $4.8M |
| Crux Wealth Advisors | 2.01% | Reduce -28.8% | 56,498 | $4.7M |
| Smith, Moore & Co. | 0.39% | Reduce -27.8% | 56,153 | $4.7M |
| Park Avenue Securities LLC | 0.04% | New | 55,279 | $4.6M |
| Citizens National Bank Trust Department | 0.91% | Reduce -0.9% | 54,586 | $4.6M |
| Choreo, LLC | 0.06% | Add +262.4% | 53,978 | $4.5M |
| JT Stratford LLC | 0.67% | Add +7.0% | 52,373 | $4.4M |
| Founders Financial Alliance, LLC | 0.99% | Reduce -1.5% | 52,048 | $4.4M |
| Continuum Wealth Advisors, LLC | 2.08% | Reduce -69.6% | 51,695 | $4.3M |
| Aries Wealth Management | 1.13% | Reduce -12.0% | 51,589 | $4.3M |
| Waverly Advisors, LLC | 0.05% | Reduce -4.6% | 51,475 | $4.3M |
| Summit Trail Advisors, LLC | 0.07% | Add +0.4% | 51,418 | $4.3M |
| FMR LLC | 0.00% | Reduce -5.0% | 49,902 | $4.2M |
| ORBA Wealth Advisors, L.L.C. | 3.75% | Reduce -54.1% | 49,239 | $4.1M |
| SeaCrest Wealth Management, LLC | 0.45% | Add +126.3% | 49,221 | $4.1M |
| RFG Advisory, LLC | 0.09% | Reduce -0.1% | 47,549 | $4.0M |
| Viewpoint Investment Partners Corp. | 2.18% | Add +170.9% | 47,513 | $4.0M |
| Nikulski Financial, Inc. | 1.08% | Reduce -0.4% | 46,932 | $3.9M |
| Lansing Street Advisors | 1.16% | Reduce -0.3% | 46,469 | $3.9M |
| Fermata Advisors, LLC | 1.03% | Add +32.7% | 46,144 | $3.9M |
| Burns Matteson Capital Management, LLC | 1.85% | Reduce -11.2% | 45,750 | $3.8M |
| M Holdings Securities, Inc. | 0.65% | Add +53.3% | 45,586 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -3.1% | 45,184 | $3.8M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -6.5% | 44,270 | $3.7M |
| Lantz Financial LLC | 0.91% | Reduce -0.4% | 43,445 | $3.6M |
| Wedmont Private Capital | 0.15% | Add +0.0% | 42,269 | $3.6M |
| Founders Financial Securities LLC | 0.27% | Reduce -22.1% | 42,946 | $3.6M |
| Wingate Wealth Advisors, Inc. | 3.17% | Add +9.8% | 42,439 | $3.6M |
| DHK Financial Advisors, Inc. | 2.01% | Add +100.4% | 42,738 | $3.5M |
| Money Concepts Capital Corp. | 0.23% | Add +13.7% | 41,653 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +59.1% | 41,505 | $3.5M |
| Haverford Trust Co | 0.03% | Add +5.0% | 41,274 | $3.5M |
| HBW Advisory Services LLC | 0.43% | Add +1.6% | 41,179 | $3.4M |
| Horizon Investments, LLC | 0.05% | Reduce -3.6% | 40,715 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -54.6% | 40,492 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -4.5% | 40,611 | $3.4M |
| Sarver Vrooman Wealth Advisors | 2.25% | Add +2.4% | 40,383 | $3.4M |
| Meridian Financial Advisors, LLC | 2.18% | Add +7.4% | 40,251 | $3.4M |
| Grey Ledge Advisors, LLC | 0.82% | Add +15.2% | 40,186 | $3.4M |
| Clear Creek Financial Management, LLC | 0.32% | Add +5.3% | 39,587 | $3.3M |
| Meridian Financial Partners LLC | 1.55% | Reduce -0.5% | 39,475 | $3.3M |
| Brooks, Moore & Associates, Inc. | 1.77% | Add +9.2% | 38,431 | $3.3M |
| Harvest Investment Services, LLC | 0.68% | Add +0.1% | 36,460 | $3.1M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -8.4% | 36,352 | $3.0M |
| Shilanski & Associates, Inc. | 0.87% | Add +1.0% | 36,237 | $3.0M |
| Herold Advisors, Inc. | 0.62% | Reduce -11.9% | 35,341 | $3.0M |
| Thoroughbred Financial Services, LLC | 0.20% | Reduce -5.2% | 33,546 | $2.8M |
| Astoria Portfolio Advisors LLC. | 0.78% | Reduce -3.3% | 32,160 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +1.2% | 32,318 | $2.7M |
| Titleist Asset Management, LLC | 0.27% | Reduce -1.9% | 32,214 | $2.7M |
| Centerpoint Advisory Group | 2.29% | Reduce -1.4% | 31,521 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +6.5% | 30,902 | $2.6M |
| GLOBALT Investments LLC / GA | 0.10% | Reduce -10.3% | 30,894 | $2.6M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -5.3% | 30,878 | $2.6M |
| WealthPlan Investment Management, LLC | 0.18% | Add +28.5% | 29,924 | $2.5M |
| Southland Equity Partners LLC | 0.55% | Add +1.4% | 29,781 | $2.5M |
| Stonebridge Financial Group, LLC | 0.24% | Reduce -1.5% | 29,130 | $2.4M |
| Keybank National Association | 0.01% | Add +25.0% | 28,712 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.40% | Add +1.4% | 28,416 | $2.4M |
| Powers Advisory Group, LLC | 1.04% | Add +29.9% | 28,243 | $2.4M |
| Menlo Advisors LLC | 1.26% | Reduce -0.3% | 27,935 | $2.3M |
| Apexium Financial, LP | 0.12% | Reduce -10.5% | 27,695 | $2.3M |
| Symphony Financial Services, Inc. | 1.39% | Add +0.3% | 27,718 | $2.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +329.7% | 27,039 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -15.2% | 26,355 | $2.2M |
| Cascade Financial Partners, LLC | 0.26% | Add +7.0% | 26,210 | $2.2M |
| Invenio Wealth Partners LLC | 0.86% | Reduce -85.7% | 25,828 | $2.2M |
| Fragasso Financial Advisors Inc | 0.14% | Add +8.8% | 25,645 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.4% | 25,564 | $2.1M |
| DHJJ Financial Advisors, Ltd. | 0.77% | Reduce -1.1% | 25,426 | $2.1M |
| Tempus Wealth Planning, LLC | 0.53% | Reduce -30.4% | 25,192 | $2.1M |
| Comprehensive Financial Planning, Inc. | 1.65% | Add +3.2% | 25,024 | $2.1M |
| Wealth Management Resources, Inc. | 0.71% | Reduce -43.2% | 24,809 | $2.1M |
| Bulltick Wealth Management, LLC | 0.51% | Add +1.8% | 24,763 | $2.1M |
| Almanack Investment Partners, LLC. | 0.32% | No change | 24,216 | $2.0M |
| Avaii Wealth Management, LLC | 0.90% | Reduce -0.9% | 24,198 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.75% | Add +11.6% | 23,966 | $2.0M |
| Global Retirement Partners, LLC | 0.05% | — | 23,762 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -1.7% | 23,622 | $2.0M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +21.0% | 23,599 | $2.0M |
| LM Advisors LLC | 0.25% | Add +22.7% | 23,346 | $2.0M |
| Triad Wealth Partners, LLC | 0.39% | Reduce -24.9% | 23,050 | $1.9M |
| Scott Marsh Financial, LLC | 0.72% | — | 23,038 | $1.9M |
| Creekmur Asset Management LLC | 0.34% | No change | 22,989 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.0% | 22,323 | $1.9M |
| Lifestyle Asset Management, Inc. | 0.89% | Reduce -0.4% | 22,787 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.83% | Add +1.3% | 22,757 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -6.7% | 22,339 | $1.9M |
| Florida Financial Advisors, LLC | 0.45% | Reduce -38.6% | 22,126 | $1.9M |
| RMR Wealth Builders | 0.17% | Add +72.0% | 22,338 | $1.9M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -73.4% | 22,274 | $1.9M |
| Quantinno Capital Management LP | 0.01% | Add +105.4% | 22,149 | $1.9M |
| Talisman Wealth Advisors LLC | 1.69% | Add +0.2% | 22,093 | $1.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Add +15.3% | 21,874 | $1.8M |
| Narwhal Capital Management | 0.15% | No change | 21,779 | $1.8M |
| Arkadios Wealth Advisors | 0.05% | Add +10.9% | 21,617 | $1.8M |
| Fort Point Capital Partners LLC | 0.18% | Add +0.9% | 21,613 | $1.8M |
| Bravias Capital Group, LLC | 1.33% | Reduce -4.9% | 21,599 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +5.3% | 21,591 | $1.8M |
| Silver Oak Securities, Incorporated | 0.15% | Add +230.4% | 21,563 | $1.8M |
| PFG Advisors | 0.08% | Add +5.7% | 21,505 | $1.8M |
| Avalon Capital Management | 0.48% | Reduce -3.1% | 21,320 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +12.0% | 21,174 | $1.8M |
| Hoxton Planning & Management, LLC | 0.61% | Add +10.1% | 21,173 | $1.8M |
| Panoramic Investment Advisors, LLC | 1.09% | Add +0.8% | 21,117 | $1.8M |
| Verum Partners LLC | 0.41% | Add +117.2% | 20,983 | $1.8M |
| Harbour Investments, Inc. | 0.04% | Reduce -20.6% | 20,605 | $1.7M |
| Hollencrest Capital Management | 0.07% | Reduce -0.6% | 20,270 | $1.7M |
| Chatham Capital Group, Inc. | 0.26% | Add +121.3% | 20,251 | $1.7M |
| Atlas Private Wealth Advisors | 0.21% | Add +3.3% | 19,708 | $1.7M |
| GGM Financial LLC | 0.95% | Reduce -28.2% | 19,592 | $1.6M |
| Retirement Guys Formula LLC | 0.62% | Reduce -4.0% | 19,580 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.38% | Add +0.3% | 19,178 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -9.5% | 18,877 | $1.6M |
| Stonebridge Wealth Management, LLC | 1.51% | — | 18,685 | $1.6M |
| Northeast Financial Consultants Inc | 0.06% | No change | 18,415 | $1.5M |
| Vise Technologies, Inc. | 0.06% | — | 18,372 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -4.3% | 18,299 | $1.5M |
| Interchange Capital Partners, LLC | 0.35% | Reduce -0.9% | 18,263 | $1.5M |
| Allie Family Office LLC | 0.75% | No change | 18,129 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Add +4.0% | 18,081 | $1.5M |
| Parkside Financial Bank & Trust | 0.16% | Reduce -3.3% | 17,985 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.62% | Add +4.2% | 17,911 | $1.5M |
| Vermillion & White Wealth Management Group, LLC | 0.98% | Add +11.3% | 17,953 | $1.5M |
| Vivid Wealth Management, LLC | 0.66% | Add +4.9% | 17,941 | $1.5M |
| US Bancorp \de | 0.00% | Add +22.9% | 17,934 | $1.5M |
| Country Club Bank | 0.09% | Reduce -15.7% | 17,957 | $1.5M |
| ORG Partners LLC | 0.33% | Add +1.6% | 17,656 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.3% | 17,483 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -5.4% | 17,461 | $1.5M |
| Denver Wealth Management, Inc. | 0.59% | Add +0.3% | 16,905 | $1.4M |
| Private Trust Co. NA | 0.13% | Add +5.8% | 16,748 | $1.4M |
| WealthBridge Capital Management, LLC | 0.35% | Add +9.2% | 16,671 | $1.4M |
| Bulwark Capital Corp | 1.16% | — | 16,466 | $1.4M |
| Guidance Capital, Inc. | 0.39% | Add +0.5% | 16,280 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.3% | 16,349 | $1.4M |
| Mosaic Financial Group, LLC | 1.04% | Add +0.3% | 16,263 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Add +17.7% | 16,149 | $1.4M |
| Sovran Advisors, LLC | 0.14% | Reduce -7.3% | 15,829 | $1.3M |
| RKL Wealth Management LLC | 0.12% | No change | 15,985 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -6.6% | 15,810 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +0.9% | 15,800 | $1.3M |
| Ruggaard & Associates LLC | 0.53% | Add +3.6% | 15,772 | $1.3M |
| Blackhawk Capital Partners, LLC | 0.61% | Add +42.8% | 15,735 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +9.3% | 15,262 | $1.3M |
| Central Valley Advisors, LLC | 0.43% | Reduce -3.2% | 15,222 | $1.3M |
| NewSquare Capital LLC | 0.09% | Add +7.3% | 15,097 | $1.3M |
| Legacy Investment Solutions, LLC | 0.66% | — | 14,987 | $1.3M |
| Legacy Wealth Managment, LLC | 0.66% | Add +24.8% | 14,987 | $1.3M |
| Regions Financial Corp. | 0.01% | No change | 14,832 | $1.2M |
| Bank of Montreal | 0.00% | Add +5.7% | 14,607 | $1.2M |
| First Commonwealth Financial Corp | 0.26% | New | 14,240 | $1.2M |
| Renaissance Technologies | 0.00% | New | 14,200 | $1.2M |
| Silverlake Wealth Management LLC | 0.35% | Add +0.2% | 14,196 | $1.2M |
| Well Done, LLC | 0.22% | Reduce -0.3% | 14,047 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.38% | Add +0.1% | 13,768 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | No change | 13,708 | $1.1M |
| AQR Capital Management | 0.00% | Add +367.2% | 13,690 | $1.1M |
| LexAurum Advisors, LLC | 0.18% | Add +2.1% | 13,626 | $1.1M |
| Quartz Partners, LLC | 0.52% | Reduce -0.2% | 13,585 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -17.8% | 13,547 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +1273.4% | 13,377 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -27.1% | 13,080 | $1.1M |
| Smithfield Trust Co | 0.05% | Add +0.0% | 12,920 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -23.5% | 12,824 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.85% | Reduce -22.6% | 12,802 | $1.1M |
| Gryphon Financial Partners LLC | 0.14% | Add +10.7% | 12,792 | $1.1M |
| Beacon Financial Advisory LLC | 0.27% | Reduce -15.6% | 12,650 | $1.1M |
| Redwood Financial Network Corp | 0.71% | Reduce -2.4% | 12,638 | $1.1M |
| Uhlmann Price Securities, LLC | 0.75% | Reduce -1.1% | 12,520 | $1.0M |
| Resonant Capital Advisors, LLC | 0.06% | Add +35.8% | 12,136 | $1.0M |
| Avantra Family Wealth, Inc. | 0.84% | Add +0.4% | 12,124 | $1.0M |
| Citizens Financial Group Inc. | 0.02% | Reduce -12.6% | 12,089 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +1.0% | 12,081 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -22.4% | 12,031 | $1.0M |
| Glenview Trust Co | 0.02% | Add +3.1% | 11,957 | $1.0M |
| Citigroup Inc. | 0.00% | Add +8.8% | 11,941 | $1000K |
| Greenwood Gearhart LLC | 0.06% | No change | 11,489 | $962K |
| Ted Buchan & Co | 0.38% | Reduce -8.5% | 11,436 | $958K |
| Level Four Advisory Services, LLC | 0.04% | Add +4.2% | 11,425 | $957K |
| Strait & Sound Wealth Management LLC | 0.40% | Add +15.6% | 11,248 | $942K |
| Advance Capital Management, Inc. | 0.04% | Reduce -10.1% | 11,119 | $931K |
| Mayfair Advisory Group, LLC | 0.43% | Add +11.2% | 10,604 | $914K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.6% | 10,864 | $910K |
| Moneco Advisors, LLC | 0.08% | Add +0.2% | 10,799 | $904K |
| Parsons Capital Management Inc. | 0.06% | Reduce -6.5% | 10,749 | $900K |
| Brookstone Capital Management | 0.01% | Reduce -15.2% | 10,716 | $897K |
| Citadel Advisors | 0.00% | Reduce -38.6% | 10,607 | $888K |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.1% | 10,601 | $888K |
| Financial Advocates Investment Management | 0.07% | Reduce -23.0% | 10,597 | $887K |
| CVA Family Office, LLC | 0.12% | Add +0.0% | 10,588 | $887K |
| Redwood Investment Management, LLC | 0.09% | Add +15.0% | 10,466 | $876K |
| Collaborative Wealth Managment Inc. | 0.38% | Reduce -1.6% | 10,422 | $873K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 10,353 | $867K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $866K |
| GTS Securities LLC | 0.04% | New | 9,980 | $836K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $823K |
| Anchor Investment Management, LLC | 0.07% | No change | 9,825 | $823K |
| Colorado Capital Management, Inc. | 0.35% | No change | 9,768 | $818K |
| Milestones Private Investment Advisors LLC | 0.60% | — | 9,740 | $816K |
| TD Private Client Wealth LLC | 0.02% | Add +7.9% | 9,697 | $812K |
| Trust Point Inc. | 0.08% | No change | 9,696 | $812K |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.5% | 9,689 | $811K |
| Midwest Trust Co | 0.01% | — | 9,312 | $780K |
| First Horizon Advisors, Inc. | 0.02% | No change | 9,299 | $779K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 9,086 | $761K |
| Interactive Financial Advisors, Inc. | 0.37% | Reduce -0.5% | 9,079 | $760K |
| Future Fund LLC | 0.33% | New | 8,891 | $745K |
| Key Client Fiduciary Advisors, LLC | 0.30% | Add +4.4% | 8,720 | $730K |
| Hardy Reed LLC | 0.06% | No change | 8,713 | $730K |
| Flynn Zito Capital Management, LLC | 0.30% | Reduce -10.7% | 8,527 | $714K |
| J. W. Coons Advisors, LLC | 0.16% | Add +10.4% | 8,495 | $711K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $711K |
| OneAscent Financial Services LLC | 0.05% | Reduce -29.8% | 8,424 | $705K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $697K |
| Summit X, LLC | 0.13% | Add +100.0% | 8,300 | $695K |
| Engineers Gate Manager LP | 0.01% | Add +180.5% | 8,285 | $694K |
| Centaurus Financial, Inc. | 0.04% | Add +369.6% | 8,280 | $693K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -2.7% | 8,247 | $691K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.9% | 8,200 | $687K |
| Kondo Wealth Advisors, Inc. | 0.30% | Add +0.2% | 8,104 | $684K |
| NorthRock Partners, LLC | 0.02% | Add +16.1% | 8,128 | $681K |
| Raub Brock Capital Management LP | 0.15% | New | 8,085 | $677K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.76% | No change | 8,025 | $672K |
| SageView Advisory Group, LLC | 0.03% | Reduce -11.2% | 7,783 | $670K |
| Outlook Wealth Advisors, LLC | 0.17% | No change | 7,995 | $670K |
| Wedbush Securities Inc. | 0.02% | Add +1.6% | 7,959 | $667K |
| Allen Capital Group, LLC | 0.07% | Reduce -4.0% | 7,846 | $657K |
| CW Advisors, LLC | 0.01% | Reduce -19.0% | 7,818 | $655K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,762 | $650K |
| My Legacy Advisors, LLC | 0.23% | Reduce -6.8% | 7,584 | $649K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +154880.0% | 7,749 | $649K |
| Wealth Management Associates, Inc. | 0.25% | Add +1.9% | 7,725 | $647K |
| Empirical Asset Management, LLC | 0.20% | Add +9.3% | 7,566 | $634K |
| Wealthspire Retirement, LLC | 0.04% | Add +25.3% | 7,540 | $631K |
| Creative Financial Designs Inc. | 0.05% | Reduce -2.8% | 7,536 | $631K |
| Old National Bancorp | 0.01% | New | 7,461 | $625K |
| Savvy Advisors, Inc. | 0.04% | Add +177.6% | 7,444 | $623K |
| Mutual Advisors, LLC | 0.02% | Add +23.3% | 7,215 | $622K |
| Klingman & Associates, LLC | 0.03% | No change | 7,353 | $616K |
| PDS Planning, Inc | 0.05% | No change | 7,340 | $615K |
| Pathstone Holdings, LLC | 0.00% | Reduce -43.8% | 7,316 | $613K |
| Capital Analysts, LLC | 0.02% | Reduce -19.9% | 7,289 | $610K |
| Brighton Jones LLC | 0.02% | No change | 7,257 | $608K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +15.0% | 7,230 | $605K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -4.8% | 7,173 | $601K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -6.7% | 7,118 | $596K |
| Biltmore Family Office, LLC | 0.10% | Reduce -11.9% | 7,050 | $590K |
| National Wealth Management Group, LLC | 0.33% | Add +4.0% | 7,015 | $587K |
| Rehmann Capital Advisory Group | 0.04% | Add +24.9% | 6,999 | $586K |
| VeraBank, N.A. | 0.12% | New | 6,970 | $584K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -1.3% | 6,904 | $578K |
| Lido Advisors, LLC | 0.00% | Reduce -99.0% | 6,902 | $578K |
| Thrive Wealth Management, LLC | 0.09% | Reduce -0.3% | 6,887 | $577K |
| LRI Investments, LLC | 0.05% | Add +296.9% | 6,879 | $576K |
| Signet Financial Management, LLC | 0.07% | Reduce -8.4% | 6,868 | $575K |
| FSA Advisors, Inc. | 0.46% | Reduce -58.6% | 6,815 | $571K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -25.4% | 6,411 | $570K |
| Uptick Partners, LLC | 0.16% | Add +134.2% | 6,734 | $564K |
| Strive Asset Management, LLC | 0.34% | Reduce -65.3% | 6,683 | $560K |
| Fifth Third Bancorp | 0.00% | Reduce -46.9% | 6,660 | $558K |
| Rothschild Investment LLC | 0.03% | Reduce -12.2% | 6,635 | $556K |
| New World Advisors LLC | 0.12% | Add +1.9% | 6,566 | $550K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,489 | $543K |
| Councilor Wealth, LLC | 0.25% | Add +0.4% | 6,481 | $543K |
| Intellus Advisors LLC | 0.08% | New | 6,391 | $535K |
| Deltec Asset Management LLC | 0.09% | No change | 6,300 | $528K |
| Tiaa Trust, National Association | 0.00% | Add +55.7% | 6,271 | $525K |
| Allworth Financial LP | 0.00% | Add +602.0% | 6,269 | $525K |
| Clearstead Advisors, LLC | 0.01% | Add +23.0% | 6,208 | $520K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | — | 6,183 | $518K |
| Clark Asset Management, LLC | 0.07% | No change | 6,032 | $505K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 6,000 | $502K |
| MWA Asset Management | 0.31% | Add +1.1% | 5,971 | $500K |
| NWF Advisory Services Inc. | 0.06% | New | 5,909 | $495K |
| Apollon Financial, LLC | 0.10% | Reduce -4.8% | 5,897 | $494K |
| Alta Wealth Advisors LLC | 0.23% | Add +6.4% | 5,889 | $493K |
| StoneX Group Inc. | 0.02% | Add +4.5% | 5,869 | $491K |
| Fox Financial, Inc | 0.42% | Reduce -0.4% | 5,863 | $491K |
| Covenant Asset Management, LLC | 0.10% | Add +0.0% | 5,828 | $488K |
| Cordatus Wealth Management LLC | 0.12% | New | 5,822 | $488K |
| Detalus Advisors, LLC | 0.14% | Add +17.7% | 5,803 | $486K |
| Synovus Financial Corp. | 0.01% | Add +13.3% | 5,749 | $481K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -5.0% | 5,694 | $477K |
| IRON Financial LLC | 0.25% | New | 5,680 | $476K |
| Future Financial Wealth Managment LLC | 0.32% | Add +0.0% | 5,644 | $473K |
| Inspire Advisors, LLC | 0.05% | Reduce -38.4% | 5,622 | $471K |
| Cary Street Partners Financial LLC | 0.01% | No change | 5,609 | $470K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 5,565 | $466K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.3% | 5,517 | $462K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $454K |
| Waterfront Wealth Inc. | 0.10% | No change | 5,378 | $450K |
| Cascades Capital Asset Management, LLC | 0.23% | Reduce -91.9% | 5,360 | $449K |
| Trilogy Capital Inc. | 0.02% | Add +49.9% | 5,313 | $445K |
| Friday Financial | 0.23% | No change | 5,300 | $444K |
| Calton & Associates, Inc. | 0.08% | Add +40.6% | 5,289 | $443K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.4% | 5,199 | $438K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -0.3% | 5,416 | $438K |
| Total Clarity Wealth Management, Inc. | 0.13% | Add +9.0% | 5,229 | $438K |
| Fisher Asset Management | 0.00% | Add +3.1% | 5,179 | $434K |
| Scotia Capital Inc. | 0.00% | Reduce -29.1% | 5,161 | $432K |
| First National Bank Sioux Falls | 0.16% | Add +5.2% | 5,150 | $431K |
| Chokshi & Queen Wealth Advisors, Inc | 0.25% | No change | 5,141 | $431K |
| Millennium Management | 0.00% | New | 5,078 | $425K |
| Global Strategic Investment Solutions, LLC | 0.05% | Reduce -1.4% | 5,059 | $424K |
| Element Wealth, LLC | 0.19% | Add +51.1% | 5,047 | $423K |
| B.O.S.S. Retirement Advisors, LLC | 0.11% | Reduce -16.4% | 5,041 | $422K |
| World Equity Group, Inc. | 0.12% | Reduce -1.5% | 5,033 | $421K |
| Legacy Private Trust Co. | 0.03% | Reduce -0.0% | 5,031 | $421K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 5,002 | $419K |
| Spinnaker Trust | 0.03% | No change | 4,980 | $417K |
| Flagstar Securities, Inc. | 0.11% | Reduce -14.0% | 4,957 | $415K |
| REAP Financial Group, LLC | 0.10% | Reduce -4.6% | 4,904 | $411K |
| Meitav Investment House Ltd. | 0.01% | No change | 4,884 | $408K |
| L & S Advisors Inc | 0.05% | Add +5.5% | 4,869 | $408K |
| Objective Capital Management, LLC | 0.46% | Add +0.4% | 4,847 | $406K |
| Clarus Group, Inc. | 0.15% | No change | 4,806 | $402K |
| Two Sigma Securities, LLC | 0.05% | Reduce -68.0% | 4,794 | $401K |
| Mgo One Seven LLC | 0.01% | Add +53.9% | 4,703 | $394K |
| DAVENPORT & Co LLC | 0.00% | Reduce -6.8% | 4,686 | $392K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,667 | $391K |
| Lantern Wealth Advisors, LLC | 0.23% | — | 4,664 | $391K |
| Visionary Wealth Advisors | 0.02% | Reduce -10.2% | 4,662 | $390K |
| Cidel Asset Management Inc. | 0.02% | Add +16.2% | 4,639 | $388K |
| Triangle Securities Wealth Management | 0.10% | No change | 4,620 | $387K |
| Bluesphere Advisors LLC | 0.19% | No change | 4,600 | $385K |
| Fifth Third Securities, Inc. | 0.03% | New | 4,575 | $383K |
| Hall Capital Management Co. Inc. | 0.16% | No change | 4,543 | $380K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 4,536 | $380K |
| Somerville Kurt F | 0.06% | No change | 4,500 | $377K |
| Retirement Investment Advisors, Inc. | 0.03% | No change | 4,451 | $373K |
| Tranquility Partners, LLC | 0.13% | Reduce -6.2% | 4,418 | $370K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -18.5% | 4,400 | $368K |
| Gallacher Capital Management LLC | 0.17% | Reduce -45.0% | 4,387 | $367K |
| Twin Focus Capital Partners, LLC | 0.05% | No change | 4,320 | $362K |
| M&T Bank Corp | 0.00% | New | 4,228 | $354K |
| Obsidian Personal Planning Solutions LLC | 0.14% | No change | 4,222 | $354K |
| Kilter Group LLC | 0.19% | Add +0.0% | 4,212 | $353K |
| Mission Wealth Management, LP | 0.01% | New | 4,210 | $353K |
| Sykon Capital LLC | 0.13% | New | 4,205 | $352K |
| Nova Wealth Management, Inc. | 0.26% | Reduce -11.9% | 4,180 | $350K |
| Cozad Asset Management Inc. | 0.03% | Add +12.1% | 4,175 | $350K |
| Independent Advisor Alliance | 0.01% | Add +40.4% | 4,173 | $349K |
| Greenleaf Trust | 0.00% | No change | 4,157 | $348K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.1% | 4,128 | $346K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $341K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +10.0% | 4,069 | $341K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -80.6% | 4,061 | $340K |
| Ameriflex Group, Inc. | 0.18% | Reduce -42.1% | 4,070 | $337K |
| WJ Wealth Management, LLC | 0.11% | No change | 4,000 | $335K |
| Spectrum Wealth Advisory Group, LLC | 0.15% | Reduce -4.8% | 3,962 | $332K |
| Principal Securities, Inc. | 0.01% | Reduce -1.9% | 3,960 | $332K |
| Farrell Financial LLC | 0.22% | New | 3,912 | $328K |
| Prasad Wealth Partners, LLC | 0.10% | Reduce -15.2% | 3,883 | $325K |
| Northstar Financial Companies, Inc. | 0.33% | New | 3,828 | $321K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 3,826 | $320K |
| Flow Traders U.S. LLC | 0.01% | New | 3,807 | $319K |
| Claro Advisors Inc. | 0.05% | Reduce -43.6% | 3,808 | $319K |
| Summit Financial Wealth Advisors, LLC | 0.06% | No change | 3,796 | $318K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 3,789 | $317K |
| Philadelphia Trust Co. | 0.02% | No change | 3,757 | $315K |
| Everhart Financial Group, Inc. | 0.04% | No change | 3,753 | $314K |
| Asset Dedication, LLC | 0.02% | Reduce -27.6% | 3,718 | $311K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 3,700 | $310K |
| United Community Bank | 0.10% | Add +112.6% | 3,644 | $305K |
| Novare Capital Management LLC | 0.02% | Reduce -15.3% | 3,605 | $302K |
| CIBC Private Wealth Group LLC | 0.00% | Add +20.7% | 3,600 | $301K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 3,596 | $301K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.0% | 3,576 | $299K |
| Seelaus Asset Management LLC | 0.27% | Add +2.2% | 3,572 | $299K |
| Trust Co. of Toledo NA | 0.03% | No change | 3,562 | $298K |
| OneAscent Family Office, LLC | 0.28% | No change | 3,515 | $294K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -38.1% | 3,447 | $289K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 3,416 | $286K |
| Cibc World Market Inc. | 0.00% | Add +4.3% | 3,408 | $285K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $285K |
| Carnegie Investment Counsel | 0.01% | Reduce -6.5% | 3,399 | $285K |
| LongView Wealth Management | 0.09% | Add +11.3% | 3,396 | $284K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 3,337 | $284K |
| Brookwood Investment Group LLC | 0.05% | No change | 3,370 | $282K |
| Perennial Investment Advisors, LLC | 0.03% | New | 3,343 | $280K |
| Weaver Consulting Group | 0.08% | No change | 3,332 | $279K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -8.9% | 3,329 | $279K |
| Latitude Advisors, LLC | 0.14% | Reduce -4.2% | 3,322 | $278K |
| Stephens Inc. | 0.00% | No change | 3,246 | $272K |
| Signal Advisors Wealth, LLC | 0.02% | New | 3,181 | $266K |
| Fiduciary Alliance LLC | 0.02% | Reduce -18.3% | 3,172 | $266K |
| Hilltop Holdings Inc. | 0.02% | Reduce -1.3% | 3,169 | $265K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,125 | $262K |
| Lion Street Advisors, LLC | 0.08% | No change | 3,120 | $261K |
| WPWealth LLP | 0.05% | Reduce -9.0% | 3,035 | $254K |
| Pictet North America Advisors SA | 0.03% | No change | 3,000 | $251K |
| AlphaStar Capital Management, LLC | 0.02% | New | 2,980 | $250K |
| Clarity Capital Partners LLC | 0.09% | New | 2,952 | $247K |
| Clearview Wealth Advisors LLC | 0.17% | Reduce -24.0% | 2,928 | $245K |
| EdgeRock Capital LLC | 0.08% | No change | 2,926 | $245K |
| Prepared Retirement Institute LLC | 0.14% | No change | 2,896 | $243K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Reduce -0.5% | 2,881 | $241K |
| apricus wealth, LLC | 0.14% | No change | 2,850 | $239K |
| Tenret Co LLC | 0.13% | No change | 2,828 | $237K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +1.3% | 2,812 | $235K |
| Swmg, LLC | 0.08% | New | 2,703 | $233K |
| McAlister, Sweet & Associates, Inc. | 0.20% | No change | 2,700 | $226K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $226K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.9% | 2,688 | $225K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.2% | 2,683 | $225K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 2,672 | $224K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,662 | $223K |
| Whittier Trust Co. | 0.00% | Add +1507.9% | 2,653 | $222K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 2,622 | $220K |
| Kirtland Hills Capital Management, LLC | 0.10% | New | 2,600 | $218K |
| Fidelis Capital Partners, LLC | 0.02% | New | 2,499 | $214K |
| Park Place Capital Corp | 0.05% | Add +0.4% | 2,530 | $213K |
| Breakwater Capital Group | 0.03% | Reduce -12.3% | 2,543 | $213K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $213K |
| Obsidian Cio, LLC | 0.03% | No change | 2,536 | $212K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,523 | $211K |
| Signaturefd, LLC | 0.00% | Reduce -8.3% | 2,505 | $210K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +6.8% | 2,498 | $209K |
| Virtu Financial LLC | 0.01% | New | 2,498 | $209K |
| Tucker Asset Management LLC | 0.07% | No change | 2,481 | $208K |
| Juncture Wealth Strategies, LLC | 0.07% | New | 2,443 | $205K |
| Annex Advisory Services, LLC | 0.00% | New | 2,400 | $201K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $197K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +167.9% | 2,232 | $187K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -56.5% | 2,125 | $178K |
| Harbor Asset Planning, Inc. | 0.17% | — | 2,111 | $177K |
| Breakwater Investment Management | 0.06% | Reduce -13.4% | 1,964 | $164K |
| Scarborough Advisors, LLC | 0.03% | New | 1,879 | $157K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -17.2% | 1,823 | $153K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,820 | $152K |
| Icon Wealth Advisors, LLC | 0.01% | Add +4.4% | 1,770 | $148K |
| Transce3nd, LLC | 0.06% | Add +0.3% | 1,718 | $144K |
| Key Financial Inc | 0.03% | Add +8.3% | 1,706 | $143K |
| Coastline Trust Co | 0.02% | Add +57.0% | 1,619 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $131K |
| CNB Bank | 0.06% | No change | 1,563 | $131K |
| Wolff Wiese Magana LLC | 0.07% | Add +117.2% | 1,429 | $120K |
| Independence Bank of Kentucky | 0.02% | New | 1,371 | $115K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.8% | 1,340 | $112K |
| Westside Investment Management, Inc. | 0.02% | Add +437.8% | 1,296 | $109K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $109K |
| Qube Research & Technologies Ltd | 0.00% | Add +550.5% | 1,288 | $108K |
| Signature Resources Capital Management, LLC | 0.06% | Add +0.2% | 1,273 | $107K |
| Clearstead Trust, LLC | 0.02% | New | 1,267 | $106K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $102K |
| Addison Advisors LLC | 0.02% | No change | 1,175 | $98K |
| GAMMA Investing LLC | 0.01% | Add +167.9% | 1,069 | $90K |
| 2UniFi Bank | 0.05% | Reduce -22.6% | 1,030 | $86K |
| Exchange Traded Concepts, LLC | 0.00% | New | 989 | $83K |
| CENTRAL TRUST Co | 0.00% | Add +214.8% | 960 | $80K |
| Holos Integrated Wealth LLC | 0.05% | No change | 869 | $75K |
| Schroder Investment Management Group | 0.00% | New | 878 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 865 | $72K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 863 | $72K |
| American National Bank & Trust | 0.01% | Reduce -3.9% | 842 | $71K |
| Bokf, NA | 0.00% | New | 837 | $70K |
| Operose Advisors LLC | 0.02% | No change | 794 | $66K |
| Tidemark, LLC | 0.02% | No change | 755 | $63K |
| AdvisorNet Financial, Inc | 0.00% | No change | 747 | $63K |
| Brooklyn Investment Group | 0.01% | New | 737 | $62K |
| Blue Trust, Inc. | 0.00% | Add +26.7% | 712 | $60K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $53K |
| Keystone Financial Group, Inc. | 0.03% | Add +19.3% | 611 | $52K |
| Atlantic Union Bankshares Corp | 0.00% | New | 600 | $50K |
| Cheviot Value Management, LLC | 0.01% | No change | 578 | $50K |
| Newton One Investments LLC | 0.02% | No change | 595 | $50K |
| Evolution Wealth Management Inc. | 0.06% | — | 582 | $49K |
| Integrity Financial Corp | 0.02% | No change | 555 | $46K |
| Vestor Capital, LLC | 0.00% | Reduce -25.0% | 477 | $42K |
| Fairman Group, LLC | 0.03% | No change | 500 | $42K |
| Sachetta, LLC | 0.02% | No change | 500 | $42K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 480 | $40K |
| Opal Wealth Advisors, LLC | 0.01% | No change | 467 | $39K |
| Northwest Capital Management Inc | 0.02% | Reduce -82.5% | 462 | $39K |
| Parallel Advisors, LLC | 0.00% | No change | 453 | $38K |
| Covestor Ltd | 0.02% | Add +15.8% | 441 | $37K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 440 | $37K |
| Bogart Wealth, LLC | 0.00% | Reduce -11.9% | 436 | $36K |
| Tsfg, LLC | 0.01% | No change | 424 | $36K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $34K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.6% | 381 | $32K |
| Versant Capital Management, Inc | 0.00% | No change | 381 | $32K |
| SouthState Bank Corp | 0.00% | No change | 333 | $28K |
| Bfsg, LLC | 0.00% | No change | 317 | $27K |
| S&T Bank | 0.01% | No change | 316 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 312 | $26K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 310 | $26K |
| Arax Advisory Partners | 0.00% | Add +0.3% | 306 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 305 | $26K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $22K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $22K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 261 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 250 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 242 | $20K |
| Trust Co. of Vermont | 0.00% | Reduce -24.0% | 231 | $19K |
| Spire Wealth Management | 0.00% | Reduce -84.8% | 226 | $19K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 222 | $19K |
| Bangor Savings Bank | 0.00% | No change | 180 | $15K |
| Rossby Financial, LCC | 0.01% | No change | 168 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | New | 158 | $13K |
| Kiker Wealth Management, LLC | 0.01% | No change | 150 | $13K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $13K |
| Salem Investment Counselors Inc. | 0.00% | No change | 150 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 143 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 142 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $12K |
| West Oak Capital, LLC | 0.01% | No change | 130 | $11K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 126 | $11K |
| Joseph Group Capital Management | 0.00% | Reduce -32.0% | 121 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +9.1% | 108 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 90 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 87 | $7K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Investors Research Corp | 0.00% | No change | 73 | $6K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 55 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 41 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.6% | 39 | $3K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -95.2% | 30 | $3K |
| Horizon Financial Services, LLC | 0.00% | No change | 26 | $2K |
| Colonial Trust Advisors | 0.00% | New | 17 | $1K |
| Van Eck Associates Corp. | 0.00% | No change | 17 | $1K |
"% of holder's portfolio" is DGRW's weight in each manager's 13F, not the share of Wisdomtree U.S. Quality Divi the manager owns.