Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q3 2025 (September 30)725holders −7
39new positions
37sold out
3famous investors
$88.96avg. 13F price*
At the end of Q3 2025, 725 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, down 7 from Q2 2025. 39 opened new positions and 37 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.4B), LPL Financial LLC ($1.1B) and Bank of America Corp. ($1.1B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $58.7M |
| Exits | 37 | $31.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,905,974 shares bought and 8,663,031 shares sold, net −3,757,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| PNC Financial Services Group, Inc. | 0.85% | Reduce -20.4% | 15,755,575 | $1.4B |
| LPL Financial LLC | 0.32% | Reduce -0.8% | 12,370,100 | $1.1B |
| Bank of America Corp. | 0.08% | Reduce -3.5% | 11,983,890 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -2.2% | 8,484,188 | $754.8M |
| Ameriprise Financial Inc. | 0.15% | Add +2.6% | 7,123,977 | $633.7M |
| Raymond James Financial Inc. | 0.10% | Reduce -3.3% | 3,423,652 | $304.6M |
| HighTower Advisors, LLC | 0.29% | Add +2.3% | 2,914,632 | $259.3M |
| UBS Group AG | 0.04% | Add +4.2% | 2,539,650 | $225.9M |
| Cetera Investment Advisers | 0.25% | Add +25.3% | 2,449,019 | $217.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +7.2% | 2,280,330 | $202.9M |
| Royal Bank of Canada | 0.03% | Add +0.9% | 1,689,850 | $150.3M |
| Wells Fargo & Company | 0.03% | Reduce -1.1% | 1,580,843 | $140.6M |
| Private Advisor Group, LLC | 0.66% | Add +16.8% | 1,508,409 | $134.2M |
| Prime Capital Investment Advisors, LLC | 1.56% | Reduce -0.5% | 1,393,857 | $124.0M |
| NorthCoast Asset Management LLC | 0.45% | Add +0.1% | 1,294,595 | $115.2M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +5.6% | 1,222,919 | $108.9M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +4.9% | 1,096,735 | $97.6M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -25.9% | 1,088,486 | $96.8M |
| Waddell & Associates, LLC | 7.40% | Add +3.4% | 978,139 | $87.0M |
| Stratos Investment Management, LLC | 3.31% | Add +3.2% | 902,464 | $80.3M |
| Larson Financial Group LLC | 2.80% | Add +40.2% | 894,688 | $79.6M |
| Clearwater Capital Advisors, LLC | 6.73% | Add +1.3% | 887,226 | $78.9M |
| Bouchey Financial Group, Ltd. | 5.93% | Reduce -0.1% | 865,536 | $77.0M |
| Glassman Wealth Services | 10.45% | Add +0.5% | 836,036 | $74.4M |
| RVW Wealth, LLC | 5.71% | Add +2.3% | 822,644 | $73.2M |
| Legacy Financial Advisors, Inc. | 10.03% | Reduce -0.3% | 818,458 | $72.8M |
| IAM Advisory, LLC | 16.03% | Add +0.7% | 801,369 | $71.3M |
| Equitable Holdings, Inc. | 0.51% | Add +3.5% | 785,267 | $69.9M |
| Comerica Bank | 0.26% | Reduce -0.3% | 764,951 | $68.1M |
| Captrust Financial Advisors | 0.14% | Add +2.1% | 752,541 | $66.9M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -10.4% | 726,566 | $64.6M |
| Bluespring Wealth Management, LLC | 5.42% | Add +0.1% | 699,778 | $62.3M |
| One Capital Management, LLC | 1.82% | Reduce -6.0% | 641,853 | $57.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 630,753 | $56.1M |
| Lido Advisors, LLC | 0.23% | Add +8977.2% | 626,510 | $55.7M |
| Prestige Wealth Management Group LLC | 10.74% | Reduce -2.6% | 625,450 | $55.6M |
| Spinnaker Investment Group, LLC | 10.29% | Add +12.1% | 615,340 | $54.7M |
| NewEdge Advisors, LLC | 0.24% | Reduce -0.5% | 596,043 | $53.0M |
| Beacon Financial Group | 5.20% | Reduce -4.7% | 594,844 | $52.9M |
| Kestra Advisory Services, LLC | 0.23% | Reduce -7.7% | 568,052 | $50.5M |
| Osaic Holdings, Inc. | 0.07% | Add +5.3% | 558,380 | $49.2M |
| Schorn Wealth LLC | 14.99% | Add +5.8% | 551,306 | $49.0M |
| Glen Eagle Advisors, LLC | 6.71% | Reduce -2.8% | 542,575 | $48.3M |
| SkyView Investment Advisors, LLC | 5.95% | Reduce -1.6% | 529,101 | $47.1M |
| Taiyo Life Insurance Co. | 4.09% | No change | 525,000 | $46.7M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -1.2% | 511,036 | $45.5M |
| Duncan Williams Asset Management, LLC | 12.27% | Add +10.7% | 490,267 | $43.6M |
| Cwm, LLC | 0.13% | Add +23.3% | 473,834 | $42.2M |
| Intrua Financial, LLC | 4.89% | Add +19.1% | 469,554 | $41.8M |
| Stifel Financial Corp. | 0.04% | Add +2.4% | 456,910 | $40.6M |
| Connable Office Inc. | 3.60% | Add +39.5% | 436,306 | $38.8M |
| Savant Capital, LLC | 0.23% | Reduce -2.7% | 433,572 | $38.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +3.7% | 412,870 | $36.7M |
| BCM Advisors, LLC | 7.19% | Reduce -0.3% | 395,233 | $35.7M |
| IFP Advisors, Inc | 0.92% | Add +0.1% | 398,367 | $35.4M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +3.8% | 397,531 | $35.4M |
| VestGen Advisors, LLC | 1.13% | Add +2.1% | 382,777 | $34.1M |
| Team Financial Group, LLC | 15.74% | Add +1.4% | 381,734 | $34.0M |
| Mariner, LLC | 0.04% | Reduce -1.2% | 371,646 | $33.1M |
| Serenus Wealth Advisors, LLC | 5.64% | Reduce -3.6% | 371,131 | $33.0M |
| Concurrent Investment Advisors, LLC | 0.56% | Reduce -3.0% | 367,151 | $32.7M |
| Aspire Capital Advisors LLC | 8.01% | Add +1.6% | 365,036 | $32.5M |
| Cerity Partners LLC | 0.05% | Reduce -9.4% | 343,845 | $30.6M |
| Howard Financial Services, LTD. | 3.72% | Add +2.2% | 341,850 | $30.4M |
| Per Stirling Capital Management, LLC. | 3.64% | Reduce -15.1% | 341,831 | $30.4M |
| NewEdge Wealth, LLC | 0.43% | Reduce -23.9% | 342,114 | $30.3M |
| Sanchez Wealth Management Group | 6.70% | Add +2.6% | 339,009 | $30.2M |
| Compass Financial Services Inc | 12.73% | Add +6.1% | 323,502 | $28.8M |
| Choice Wealth Advisors LLC | 12.27% | Reduce -2.3% | 321,720 | $28.6M |
| Belpointe Asset Management LLC | 1.08% | Add +12.6% | 317,668 | $28.3M |
| SK Wealth Management, LLC | 10.20% | Add +5.1% | 308,267 | $27.3M |
| MML Investors Services, LLC | 0.07% | Reduce -0.1% | 306,564 | $27.3M |
| Modern Wealth Management, LLC | 0.53% | Add +2.6% | 303,375 | $27.0M |
| TigerOak Management, L.L.C. | 8.37% | Add +0.5% | 303,324 | $27.0M |
| Jones Financial Companies LLLP | 0.02% | Add +19.9% | 301,752 | $26.8M |
| Atria Investments, Inc | 0.30% | Reduce -11.0% | 297,739 | $26.5M |
| GPS Wealth Strategies Group, LLC | 2.78% | Reduce -4.3% | 295,622 | $26.3M |
| LVM Capital Management Ltd. | 2.48% | Reduce -0.6% | 290,409 | $25.8M |
| Pinnacle Associates Ltd. | 0.34% | Add +11.1% | 286,027 | $25.4M |
| Truist Financial Corp. | 0.03% | Add +2.4% | 285,854 | $25.4M |
| HB Wealth Management, LLC | 0.17% | Reduce -0.1% | 276,984 | $24.6M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -11.1% | 273,583 | $24.3M |
| Columbia Advisory Partners LLC | 16.32% | Reduce -0.1% | 265,336 | $23.6M |
| Cahill Financial Advisors Inc. | 2.62% | Add +1.7% | 258,432 | $23.0M |
| Amplius Wealth Advisors, LLC | 1.91% | Reduce -9.1% | 248,994 | $22.2M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -12.0% | 246,044 | $21.9M |
| Palo Alto Wealth Advisors, LLC | 6.18% | Add +3.1% | 236,775 | $21.2M |
| Cresta Advisors, Ltd. | 9.18% | Add +1.5% | 231,224 | $20.6M |
| ACT Advisors, LLC. | 8.24% | Reduce -14.1% | 229,372 | $20.4M |
| D.A. Davidson & Co. | 0.13% | Add +2.9% | 228,471 | $20.3M |
| Creative Planning | 0.02% | Reduce -0.8% | 222,852 | $19.8M |
| Potomac Fund Management Inc. | 0.84% | New | 222,766 | $19.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -20.9% | 219,983 | $19.6M |
| Sage Private Wealth Group, LLC | 10.83% | Reduce -48.7% | 218,800 | $19.5M |
| Winthrop Advisory Group LLC | 1.67% | Add +10.9% | 213,994 | $19.0M |
| Eagle Wealth Strategies LLC | 8.88% | Add +9.9% | 200,702 | $17.9M |
| Curi Capital, LLC | 0.32% | Reduce -2.4% | 198,648 | $17.7M |
| Heck Capital Advisors, LLC | 1.37% | Reduce -6.7% | 198,429 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +1.9% | 194,659 | $17.3M |
| Main Street Financial Solutions, LLC | 1.11% | Reduce -2.0% | 194,651 | $17.3M |
| Boyce & Associates Wealth Consulting, Inc. | 14.10% | Add +12.4% | 193,724 | $17.2M |
| Townsend Asset Management Corp. /NC/ | 6.12% | Add +1.1% | 193,496 | $17.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.25% | Add +12.1% | 186,478 | $16.6M |
| Hengehold Capital Management LLC | 1.41% | Add +2.9% | 185,376 | $16.5M |
| Venture Visionary Partners LLC | 0.56% | Add +12.4% | 184,106 | $16.4M |
| CRA Financial Services, LLC | 2.23% | Add +8.3% | 182,872 | $16.3M |
| Great Valley Advisor Group, Inc. | 0.32% | Reduce -12.7% | 181,894 | $16.2M |
| Insight Advisors, LLC/ PA | 2.41% | Add +0.7% | 177,183 | $15.8M |
| Focus Financial Network, Inc. | 0.55% | Add +0.4% | 174,915 | $15.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +118.3% | 172,084 | $15.3M |
| Howard Bailey Securities, LLC | 4.30% | Reduce -2.9% | 169,910 | $15.1M |
| Smartleaf Asset Management LLC | 0.94% | Add +32.0% | 170,417 | $15.1M |
| Mb, Levis & Associates, LLC | 6.46% | Reduce -0.6% | 167,785 | $14.9M |
| Solano Wealth Investment Advisors LLC | 6.97% | Add +2.4% | 162,448 | $14.5M |
| Lauer Wealth, LLC | 10.46% | Add +0.8% | 160,755 | $14.2M |
| CGN Advisors LLC | 1.12% | Reduce -21.2% | 153,457 | $13.7M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -25.1% | 145,843 | $13.0M |
| Oxinas Partners, LLC | 6.67% | Add +0.6% | 139,930 | $12.4M |
| Certuity, LLC | 0.85% | Add +1.9% | 138,585 | $12.3M |
| Melone Private Wealth, LLC | 5.44% | Add +11.4% | 135,036 | $12.0M |
| United Advisor Group, LLC | 1.59% | Reduce -16.5% | 132,741 | $11.8M |
| TD Capital Management LLC | 1.06% | Add +3.8% | 132,563 | $11.8M |
| IFG Advisory, LLC | 0.53% | Add +10.1% | 130,998 | $11.7M |
| Eaton Financial Holdings Company, LLC | 3.20% | Reduce -1.7% | 127,813 | $11.4M |
| Avidian Wealth Enterprises, LLC | 0.43% | Add +7.6% | 126,872 | $11.3M |
| Three Magnolias Financial Advisors, LLC | 7.01% | Add +2.0% | 126,545 | $11.3M |
| Flow Traders U.S. LLC | 0.45% | Add +3180.4% | 124,886 | $11.1M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -2.0% | 123,201 | $11.0M |
| Family Capital Management, Inc. | 5.18% | Reduce -7.1% | 121,852 | $10.8M |
| Journey Advisory Group, LLC | 0.80% | Reduce -1.2% | 121,448 | $10.8M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -4.6% | 120,292 | $10.7M |
| Golden State Wealth Management, LLC | 1.17% | Reduce -0.7% | 119,281 | $10.6M |
| Retirement Planning Group, LLC | 0.37% | Add +0.1% | 118,852 | $10.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +88.6% | 118,762 | $10.6M |
| Pension & Wealth Management Advisors, Inc. | 3.29% | Reduce -50.8% | 117,413 | $10.4M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +2.6% | 117,266 | $10.4M |
| Marshall & Sterling Wealth Advisors Inc. | 6.61% | Reduce -1.3% | 115,956 | $10.3M |
| Western Wealth Management, LLC | 0.54% | Reduce -0.0% | 115,648 | $10.3M |
| Darrow Company, Inc. | 4.74% | Add +6.4% | 114,633 | $10.2M |
| IAG Wealth Partners, LLC | 1.22% | Add +4.7% | 114,609 | $10.2M |
| Flagship Harbor Advisors, LLC | 0.44% | Reduce -1.0% | 113,339 | $10.1M |
| Capital Planning Advisors, LLC | 1.34% | Reduce -2.0% | 109,794 | $9.8M |
| Kraft, Davis & Associates, LLC | 2.38% | Reduce -27.1% | 109,121 | $9.8M |
| MBA Advisors LLC | 4.15% | Reduce -2.4% | 109,157 | $9.7M |
| Alpha Zero LLC | 5.60% | Add +5.7% | 108,615 | $9.7M |
| World Investment Advisors | 0.19% | Reduce -12.0% | 106,951 | $9.5M |
| Defined Financial Planning LLC | 7.82% | Reduce -15.0% | 105,749 | $9.4M |
| IHT Wealth Management, LLC | 0.24% | Reduce -0.1% | 105,517 | $9.4M |
| Avant Capital LLC | 6.51% | Add +2.1% | 103,936 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +5.0% | 99,660 | $8.9M |
| Wilmington Savings Fund Society, FSB | 0.21% | Add +0.1% | 99,193 | $8.8M |
| Prosperity Consulting Group, LLC | 0.43% | Reduce -6.2% | 97,832 | $8.7M |
| Bison Wealth, LLC | 0.80% | Reduce -4.0% | 97,224 | $8.6M |
| Seven Mile Advisory | 1.42% | New | 97,062 | $8.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -67.3% | 93,600 | $8.3M |
| Masso Torrence Wealth Management Inc. | 3.46% | Add +0.0% | 93,483 | $8.3M |
| Fiduciary Group, LLC | 0.72% | Add +8.6% | 91,701 | $8.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +6.8% | 89,652 | $8.0M |
| Founders Financial Alliance, LLC | 1.47% | Add +68.5% | 87,680 | $7.8M |
| Ascentis Independent Advisors | 1.31% | Reduce -2.3% | 87,546 | $7.8M |
| Albion Financial Group | 0.47% | Reduce -0.0% | 87,115 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Add +4.9% | 85,254 | $7.6M |
| Prospera Financial Services Inc | 0.13% | Reduce -1.4% | 85,159 | $7.6M |
| Berkeley, Inc | 2.44% | Add +1.3% | 85,186 | $7.6M |
| Corient Private Wealth LP | 0.01% | Add +26.9% | 84,038 | $7.5M |
| Gray Private Wealth, LLC | 3.72% | Add +1.0% | 82,981 | $7.4M |
| Lodestar Private Asset Management LLC | 0.76% | Reduce -0.4% | 81,632 | $7.3M |
| &partners | 0.05% | Add +3.3% | 81,095 | $7.2M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.4% | 79,456 | $7.1M |
| PMG Wealth Management, Inc. | 5.36% | Add +0.4% | 79,311 | $7.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -9.7% | 77,925 | $6.9M |
| Riverbend Wealth Management, LLC | 4.78% | Reduce -0.2% | 77,025 | $6.9M |
| Howard Capital Management, LLC | 0.09% | Add +8.1% | 75,820 | $6.7M |
| Moloney Securities Asset Management, LLC | 0.80% | Reduce -0.9% | 75,238 | $6.7M |
| Waverly Advisors, LLC | 0.07% | Add +44.4% | 74,312 | $6.6M |
| Renaissance Technologies | 0.01% | Add +419.0% | 73,700 | $6.6M |
| Flagship Wealth Advisors, LLC | 2.15% | Add +3.0% | 73,452 | $6.5M |
| Gateway Wealth Partners, LLC | 0.87% | Add +0.7% | 72,750 | $6.5M |
| White Pine Investment CO | 1.51% | Reduce -0.1% | 71,548 | $6.4M |
| Brown Advisory Inc. | 0.01% | Add +11.6% | 71,317 | $6.3M |
| Axis Wealth Partners, LLC | 3.69% | Add +4.4% | 70,939 | $6.3M |
| Ancora Advisors LLC | 0.12% | Reduce -1.7% | 69,720 | $6.2M |
| FFG Retirement Advisors LLC | 3.77% | Add +5.1% | 68,313 | $6.1M |
| Hobbs Group Advisors, LLC | 1.85% | Reduce -7.8% | 66,806 | $5.9M |
| Kingswood Wealth Advisors, LLC | 0.36% | New | 66,314 | $5.9M |
| Regal Investment Advisors LLC | 0.37% | New | 64,534 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +4837.6% | 63,596 | $5.7M |
| Evernest Financial Advisors, LLC | 1.57% | Add +0.8% | 63,127 | $5.6M |
| Lanark Financial, Inc. | 0.43% | Add +9.0% | 62,823 | $5.6M |
| KPP Advisory Services LLC | 0.83% | Reduce -30.7% | 62,706 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Add +1.8% | 61,414 | $5.5M |
| Oppenheimer & Co. Inc. | 0.07% | Add +2.7% | 60,989 | $5.4M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +1.0% | 60,748 | $5.4M |
| Archer Investment Management, LLC | 3.29% | Add +3.2% | 60,228 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +0.5% | 60,192 | $5.4M |
| Glenmede Investment Management, LP | 0.03% | Reduce -0.2% | 59,876 | $5.3M |
| First National Trust Co | 0.18% | Reduce -56.3% | 59,842 | $5.3M |
| Capital Investment Advisory Services, LLC | 0.42% | Reduce -0.1% | 59,097 | $5.3M |
| Thomasville National Bank | 0.33% | Reduce -1.9% | 58,515 | $5.2M |
| Fermata Advisors, LLC | 1.31% | Add +26.3% | 58,269 | $5.2M |
| Catalina Capital Group, LLC | 3.12% | Reduce -8.0% | 56,860 | $5.1M |
| Roof Eidam Maycock Peralta, LLC | 1.21% | Reduce -14.8% | 56,043 | $5.0M |
| SeaCrest Wealth Management, LLC | 0.52% | Add +13.1% | 55,689 | $5.0M |
| Crux Wealth Advisors | 1.94% | Reduce -2.5% | 55,096 | $4.9M |
| Park Avenue Securities LLC | 0.04% | Reduce -1.0% | 54,746 | $4.9M |
| Choreo, LLC | 0.06% | Reduce -0.7% | 53,616 | $4.8M |
| JT Stratford LLC | 0.64% | Add +1.3% | 53,062 | $4.7M |
| Summit Trail Advisors, LLC | 0.06% | Add +0.2% | 51,540 | $4.6M |
| Aries Wealth Management | 1.08% | Reduce -0.4% | 51,386 | $4.6M |
| Burns Matteson Capital Management, LLC | 1.92% | Add +12.2% | 51,316 | $4.6M |
| Continuum Wealth Advisors, LLC | 1.94% | Reduce -0.9% | 51,220 | $4.6M |
| FMR LLC | 0.00% | Add +2.6% | 51,177 | $4.6M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +540.9% | 49,666 | $4.4M |
| GTS Securities LLC | 0.17% | Add +397.5% | 49,653 | $4.4M |
| ORBA Wealth Advisors, L.L.C. | 3.60% | Reduce -0.1% | 49,175 | $4.4M |
| Citizens National Bank Trust Department | 0.78% | Reduce -10.3% | 48,943 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +8.0% | 48,777 | $4.3M |
| Elevation Capital Advisory, LLC | 1.71% | Reduce -45.5% | 48,265 | $4.3M |
| Grey Ledge Advisors, LLC | 0.96% | Add +17.9% | 47,382 | $4.2M |
| Waterway Wealth Management, LLC | 0.98% | Reduce -27.5% | 46,277 | $4.1M |
| Nikulski Financial, Inc. | 1.03% | Reduce -2.2% | 45,920 | $4.1M |
| Money Concepts Capital Corp. | 0.25% | Add +10.0% | 45,814 | $4.1M |
| Lansing Street Advisors | 1.08% | Reduce -1.8% | 45,625 | $4.1M |
| RFG Advisory, LLC | 0.08% | Reduce -5.3% | 45,053 | $4.0M |
| Viewpoint Investment Partners Corp. | 2.17% | No change | 47,513 | $4.0M |
| Perigon Wealth Management, LLC | 0.08% | Add +0.4% | 44,433 | $4.0M |
| Founders Financial Securities LLC | 0.27% | Add +2.4% | 43,967 | $3.9M |
| Meridian Financial Advisors, LLC | 2.20% | Add +9.2% | 43,957 | $3.9M |
| Lantz Financial LLC | 0.86% | Add +0.2% | 43,532 | $3.9M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -56.9% | 43,265 | $3.8M |
| Horizon Investments, LLC | 0.05% | Add +5.8% | 43,090 | $3.8M |
| Haverford Trust Co | 0.03% | Add +4.1% | 42,980 | $3.8M |
| Summit Financial, LLC | 0.06% | New | 42,846 | $3.8M |
| Wedmont Private Capital | 0.14% | Add +0.7% | 42,576 | $3.8M |
| Wingate Wealth Advisors, Inc. | 2.62% | Add +0.3% | 42,586 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +2.6% | 42,576 | $3.8M |
| Clear Creek Financial Management, LLC | 0.33% | Add +6.6% | 42,197 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +29.3% | 41,793 | $3.7M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 41,741 | $3.7M |
| Sarver Vrooman Wealth Advisors | 2.38% | Add +3.1% | 41,636 | $3.7M |
| HBW Advisory Services LLC | 0.42% | Add +0.8% | 41,520 | $3.7M |
| Meridian Financial Partners LLC | 1.43% | Reduce -2.5% | 38,497 | $3.4M |
| Shilanski & Associates, Inc. | 0.88% | Add +2.6% | 37,170 | $3.3M |
| Brooks, Moore & Associates, Inc. | 1.66% | No change | 38,431 | $3.3M |
| Harvest Investment Services, LLC | 0.64% | Reduce -1.2% | 36,029 | $3.2M |
| Powers Advisory Group, LLC | 1.26% | Add +25.9% | 35,566 | $3.2M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -4.2% | 34,813 | $3.1M |
| Latko Wealth Management, Ltd. | 1.55% | New | 34,453 | $3.1M |
| Two Sigma Securities, LLC | 0.43% | Add +582.5% | 32,721 | $2.9M |
| Herold Advisors, Inc. | 0.67% | Reduce -7.5% | 32,692 | $2.9M |
| Astoria Portfolio Advisors LLC. | 0.75% | Add +0.0% | 32,174 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +1.6% | 31,393 | $2.8M |
| Titleist Asset Management, LLC | 0.24% | Reduce -3.5% | 31,089 | $2.8M |
| Centerpoint Advisory Group | 2.13% | Reduce -2.4% | 30,771 | $2.7M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -0.6% | 30,704 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.87% | Add +23.3% | 29,542 | $2.6M |
| Stonebridge Financial Group, LLC | 0.23% | Add +0.2% | 29,182 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -5.7% | 29,146 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Reduce -13.1% | 29,139 | $2.6M |
| Southland Equity Partners LLC | 0.52% | Reduce -3.8% | 28,647 | $2.5M |
| Keybank National Association | 0.01% | Reduce -0.3% | 28,637 | $2.5M |
| Horizon Wealth Management, LLC | 0.37% | Reduce -95.7% | 28,628 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.40% | Reduce -1.1% | 28,098 | $2.5M |
| Menlo Advisors LLC | 1.18% | No change | 27,935 | $2.5M |
| WealthPlan Investment Management, LLC | 0.16% | Reduce -6.9% | 27,864 | $2.5M |
| Cascade Financial Partners, LLC | 0.28% | Add +5.0% | 27,514 | $2.4M |
| Symphony Financial Services, Inc. | 1.31% | Reduce -1.7% | 27,258 | $2.4M |
| Comprehensive Financial Planning, Inc. | 1.65% | Add +8.3% | 27,091 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 26,408 | $2.3M |
| Apexium Financial, LP | 0.11% | Reduce -4.7% | 26,388 | $2.3M |
| Fragasso Financial Advisors Inc | 0.15% | Add +2.1% | 26,190 | $2.3M |
| Triad Wealth Partners, LLC | 0.30% | Add +12.4% | 25,916 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 25,901 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.78% | Add +1.3% | 25,762 | $2.3M |
| MAI Capital Management | 0.01% | Add +53.2% | 25,046 | $2.2M |
| LM Advisors LLC | 0.32% | Add +6.5% | 24,875 | $2.2M |
| Hoxton Planning & Management, LLC | 0.71% | Add +16.8% | 24,726 | $2.2M |
| Wealth Management Resources, Inc. | 0.71% | Reduce -0.6% | 24,658 | $2.2M |
| Tempus Wealth Planning, LLC | 0.50% | Reduce -2.8% | 24,482 | $2.2M |
| Lifestyle Asset Management, Inc. | 0.74% | Add +7.3% | 24,446 | $2.2M |
| Avaii Wealth Management, LLC | 0.81% | Reduce -0.6% | 24,055 | $2.1M |
| Almanack Investment Partners, LLC. | 0.33% | Reduce -1.1% | 23,954 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +7.6% | 23,830 | $2.1M |
| Arkadios Wealth Advisors | 0.05% | Add +10.0% | 23,781 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.4% | 23,711 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Reduce -0.6% | 23,620 | $2.1M |
| Mesirow Financial Investment Management, Inc. | 0.04% | No change | 23,599 | $2.1M |
| Creekmur Asset Management LLC | 0.34% | No change | 22,989 | $2.0M |
| Summit Investment Advisory Services, LLC | 0.81% | Reduce -0.1% | 22,735 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +6.5% | 22,546 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +4.0% | 22,459 | $2.0M |
| Harbour Investments, Inc. | 0.04% | Add +8.1% | 22,281 | $2.0M |
| Citadel Advisors | 0.00% | Add +109.9% | 22,260 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -2.3% | 21,814 | $2.0M |
| Talisman Wealth Advisors LLC | 1.63% | Add +0.2% | 22,132 | $2.0M |
| Bravias Capital Group, LLC | 1.31% | Add +2.0% | 22,041 | $2.0M |
| Panoramic Investment Advisors, LLC | 1.10% | Add +3.7% | 21,897 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -2.4% | 21,806 | $1.9M |
| Narwhal Capital Management | 0.14% | No change | 21,779 | $1.9M |
| Avalon Capital Management | 0.46% | No change | 21,320 | $1.9M |
| PFG Advisors | 0.08% | Reduce -0.9% | 21,308 | $1.9M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -2.8% | 20,968 | $1.9M |
| Bulltick Wealth Management, LLC | 0.44% | Reduce -16.3% | 20,723 | $1.8M |
| Verum Partners LLC | 0.39% | Reduce -2.4% | 20,485 | $1.8M |
| Hollencrest Capital Management | 0.07% | Add +0.3% | 20,339 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +391.7% | 20,297 | $1.8M |
| Chatham Capital Group, Inc. | 0.26% | No change | 20,251 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +4.2% | 19,677 | $1.8M |
| Retirement Guys Formula LLC | 0.61% | Reduce -1.3% | 19,332 | $1.7M |
| RMR Wealth Builders | 0.14% | Reduce -14.4% | 19,131 | $1.7M |
| Vivid Wealth Management, LLC | 0.66% | Add +4.1% | 18,673 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | New | 18,666 | $1.7M |
| Guidance Capital, Inc. | 0.43% | Add +13.4% | 18,468 | $1.7M |
| GGM Financial LLC | 0.84% | Reduce -5.0% | 18,616 | $1.7M |
| TD Private Client Wealth LLC | 0.04% | Add +86.8% | 18,114 | $1.6M |
| US Bancorp \de | 0.00% | Add +0.9% | 18,097 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.57% | Add +0.6% | 18,026 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 0.91% | Add +0.3% | 18,002 | $1.6M |
| ORG Partners LLC | 0.30% | Add +1.7% | 17,950 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -1.3% | 17,849 | $1.6M |
| Interchange Capital Partners, LLC | 0.31% | Reduce -2.3% | 17,848 | $1.6M |
| Vise Technologies, Inc. | 0.06% | Reduce -3.2% | 17,778 | $1.6M |
| Sigma Planning Corp | 0.04% | Reduce -3.1% | 17,733 | $1.6M |
| Stonebridge Wealth Management, LLC | 1.43% | Reduce -5.8% | 17,611 | $1.6M |
| Legacy Wealth Managment, LLC | 0.71% | Add +17.4% | 17,596 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.6% | 17,561 | $1.6M |
| Parkside Financial Bank & Trust | 0.12% | Reduce -3.1% | 17,423 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.35% | Reduce -9.6% | 17,332 | $1.5M |
| Country Club Bank | 0.09% | Reduce -3.3% | 17,368 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +11.9% | 17,080 | $1.5M |
| Peck Wealth Management, LLC | 1.44% | — | 16,876 | $1.5M |
| WealthBridge Capital Management, LLC | 0.35% | Reduce -0.4% | 16,606 | $1.5M |
| Sovran Advisors, LLC | 0.13% | Add +3.7% | 16,410 | $1.5M |
| Mosaic Financial Group, LLC | 1.03% | Add +0.2% | 16,300 | $1.4M |
| CoreCap Advisors, LLC | 0.05% | Add +0.3% | 16,201 | $1.4M |
| Denver Wealth Management, Inc. | 0.52% | Reduce -5.6% | 15,961 | $1.4M |
| Ruggaard & Associates LLC | 0.53% | Add +0.3% | 15,825 | $1.4M |
| Private Trust Co. NA | 0.12% | Reduce -6.5% | 15,659 | $1.4M |
| NewSquare Capital LLC | 0.09% | Add +1.1% | 15,256 | $1.4M |
| Central Valley Advisors, LLC | 0.42% | Reduce -0.5% | 15,153 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +66.6% | 15,138 | $1.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.42% | Add +9.8% | 15,118 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -5.0% | 15,023 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +23.8% | 14,950 | $1.3M |
| Blackhawk Capital Partners, LLC | 0.51% | Reduce -6.0% | 14,797 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -1.0% | 14,682 | $1.3M |
| RKL Wealth Management LLC | 0.11% | Reduce -9.9% | 14,400 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -10.1% | 14,204 | $1.3M |
| First Commonwealth Financial Corp | 0.21% | Reduce -0.3% | 14,199 | $1.3M |
| Hershey Financial Advisers, LLC | 1.08% | New | 14,192 | $1.3M |
| Silverlake Wealth Management LLC | 0.31% | Reduce -0.0% | 14,190 | $1.3M |
| AQR Capital Management | 0.00% | Add +2.2% | 13,990 | $1.2M |
| Well Done, LLC | 0.21% | Reduce -1.0% | 13,911 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.2M |
| Quartz Partners, LLC | 0.45% | Add +2.1% | 13,876 | $1.2M |
| LexAurum Advisors, LLC | 0.17% | Add +1.1% | 13,782 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.3% | 13,595 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -7.2% | 13,558 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -1.3% | 13,530 | $1.2M |
| Bulwark Capital Corp | 0.93% | Reduce -18.6% | 13,396 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -24.4% | 13,213 | $1.2M |
| Smithfield Trust Co | 0.05% | No change | 12,920 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.84% | Add +0.0% | 12,805 | $1.1M |
| Ted Buchan & Co | 0.44% | Add +10.9% | 12,681 | $1.1M |
| Gryphon Financial Partners LLC | 0.13% | Reduce -1.1% | 12,647 | $1.1M |
| Uhlmann Price Securities, LLC | 0.69% | Add +0.9% | 12,634 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -1.9% | 12,582 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.43% | Add +11.7% | 12,564 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -4.1% | 12,540 | $1.1M |
| HRT Financial LP | 0.00% | New | 12,542 | $1.1M |
| Avantra Family Wealth, Inc. | 0.80% | Reduce -0.3% | 12,085 | $1.1M |
| Florida Financial Advisors, LLC | 0.33% | Reduce -46.3% | 11,884 | $1.1M |
| Advance Capital Management, Inc. | 0.04% | Add +4.2% | 11,587 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -3.3% | 11,561 | $1.0M |
| Greenwood Gearhart LLC | 0.06% | No change | 11,489 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -4.7% | 11,461 | $1.0M |
| Beacon Financial Advisory LLC | 0.24% | Reduce -9.6% | 11,430 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +9.7% | 11,359 | $1.0M |
| Claro Advisors Inc. | 0.15% | Add +197.1% | 11,315 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Reduce -6.4% | 11,315 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | Add +5.1% | 11,137 | $991K |
| Ballentine Partners, LLC | 0.01% | New | 11,100 | $987K |
| Citigroup Inc. | 0.00% | Reduce -8.1% | 10,971 | $976K |
| Allie Family Office LLC | 0.46% | Reduce -39.9% | 10,900 | $970K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.0% | 10,861 | $966K |
| Moneco Advisors, LLC | 0.08% | Add +0.2% | 10,818 | $962K |
| Mayfair Advisory Group, LLC | 0.41% | Add +2.0% | 10,812 | $962K |
| Noble Wealth Management PBC | 0.50% | — | 10,635 | $946K |
| CVA Family Office, LLC | 0.12% | Add +0.1% | 10,593 | $942K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $920K |
| Brookstone Capital Management | 0.01% | Reduce -3.6% | 10,335 | $919K |
| Anchor Investment Management, LLC | 0.08% | Add +4.4% | 10,261 | $913K |
| Raub Brock Capital Management LP | 0.20% | Add +26.5% | 10,227 | $910K |
| Collaborative Wealth Managment Inc. | 0.37% | Reduce -1.9% | 10,227 | $910K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -10.7% | 10,206 | $908K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | New | 10,126 | $901K |
| Atlas Private Wealth Advisors | 0.22% | Reduce -49.1% | 10,032 | $892K |
| Smith, Moore & Co. | 0.07% | Reduce -82.5% | 9,849 | $876K |
| Aptus Capital Advisors, LLC | 0.01% | Add +78.5% | 9,848 | $876K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $874K |
| Colorado Capital Management, Inc. | 0.34% | No change | 9,768 | $869K |
| Milestones Private Investment Advisors LLC | 0.59% | Add +0.1% | 9,751 | $867K |
| Trust Point Inc. | 0.07% | No change | 9,696 | $863K |
| Parsons Capital Management Inc. | 0.05% | Reduce -10.2% | 9,654 | $859K |
| Wedbush Securities Inc. | 0.03% | Add +20.9% | 9,621 | $856K |
| First Horizon Corp. | 0.04% | — | 9,299 | $827K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +245.1% | 9,276 | $825K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.6% | 9,243 | $822K |
| OneAscent Financial Services LLC | 0.05% | Add +7.6% | 9,068 | $807K |
| Redwood Financial Network Corp | 0.50% | Reduce -29.5% | 8,911 | $793K |
| Future Fund LLC | 0.28% | No change | 8,891 | $791K |
| Centaurus Financial, Inc. | 0.04% | Add +6.0% | 8,777 | $781K |
| Mgo One Seven LLC | 0.02% | Add +85.8% | 8,740 | $777K |
| Midwest Trust Co | 0.01% | Reduce -6.5% | 8,710 | $775K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Reduce -0.6% | 8,664 | $771K |
| Valmark Advisers, Inc. | 0.01% | Add +3.7% | 8,502 | $756K |
| Wealthspire Retirement, LLC | 0.05% | Add +12.7% | 8,496 | $756K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $756K |
| Flynn Zito Capital Management, LLC | 0.28% | Reduce -0.8% | 8,459 | $753K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 8,326 | $741K |
| Empirical Asset Management, LLC | 0.20% | Add +9.2% | 8,260 | $735K |
| National Wealth Management Group, LLC | 0.27% | Add +14.0% | 7,995 | $711K |
| Krilogy Financial LLC | 0.03% | New | 7,951 | $704K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.2% | 7,868 | $700K |
| Allen Capital Group, LLC | 0.07% | Reduce -0.5% | 7,806 | $694K |
| Wealth Management Associates, Inc. | 0.25% | Add +1.0% | 7,800 | $694K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +7.8% | 7,793 | $693K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.69% | Reduce -2.9% | 7,790 | $693K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,762 | $691K |
| Virtu Financial LLC | 0.04% | Add +209.7% | 7,736 | $688K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -7.1% | 7,660 | $681K |
| Outlook Wealth Advisors, LLC | 0.17% | Reduce -5.2% | 7,576 | $674K |
| Kondo Wealth Advisors, Inc. | 0.27% | Reduce -6.8% | 7,556 | $672K |
| Thrive Wealth Management, LLC | 0.10% | Add +8.6% | 7,478 | $665K |
| Old National Bancorp | 0.01% | No change | 7,461 | $664K |
| Pathstone Holdings, LLC | 0.00% | Add +1.9% | 7,453 | $663K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.5% | 7,433 | $661K |
| NWF Advisory Services Inc. | 0.07% | Add +25.3% | 7,401 | $658K |
| Klingman & Associates, LLC | 0.03% | No change | 7,353 | $654K |
| Capital Analysts, LLC | 0.02% | Add +0.2% | 7,302 | $650K |
| Element Wealth, LLC | 0.28% | Add +44.7% | 7,305 | $650K |
| Savvy Advisors, Inc. | 0.03% | Reduce -2.1% | 7,285 | $648K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +16.6% | 7,207 | $641K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.8% | 7,156 | $640K |
| Uptick Partners, LLC | 0.17% | Add +5.0% | 7,069 | $629K |
| Biltmore Family Office, LLC | 0.09% | No change | 7,050 | $627K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.1% | 7,009 | $624K |
| Montecito Bank & Trust | 0.10% | — | 6,921 | $616K |
| Signet Financial Management, LLC | 0.07% | Add +0.4% | 6,896 | $613K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -0.4% | 6,878 | $612K |
| Rothschild Investment LLC | 0.03% | Add +3.1% | 6,838 | $608K |
| Fifth Third Bancorp | 0.00% | Add +1.9% | 6,789 | $604K |
| LRI Investments, LLC | 0.05% | Reduce -1.6% | 6,772 | $602K |
| United Community Bank | 0.18% | Add +83.2% | 6,674 | $594K |
| Bank of New York Mellon Corp | 0.00% | Reduce -97.0% | 6,579 | $585K |
| New World Advisors LLC | 0.11% | No change | 6,566 | $584K |
| Councilor Wealth, LLC | 0.27% | Add +0.4% | 6,505 | $579K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,489 | $575K |
| Interactive Financial Advisors, Inc. | 0.31% | Reduce -29.3% | 6,418 | $571K |
| Watts Gwilliam & Co., LLC | 0.09% | Add +0.1% | 6,415 | $571K |
| Intellus Advisors LLC | 0.08% | No change | 6,391 | $569K |
| Tiaa Trust, National Association | 0.00% | Add +1.8% | 6,386 | $568K |
| Deltec Asset Management LLC | 0.09% | No change | 6,300 | $560K |
| Allworth Financial LP | 0.00% | Add +0.5% | 6,298 | $560K |
| Hardy Reed LLC | 0.04% | Reduce -27.9% | 6,280 | $559K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.2% | 6,193 | $551K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -13.7% | 6,189 | $551K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -13.4% | 6,162 | $548K |
| Alta Wealth Advisors LLC | 0.19% | Add +3.0% | 6,066 | $540K |
| Alpine Woods Capital Investors, LLC | 0.12% | No change | 6,000 | $534K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +4.9% | 5,972 | $531K |
| StoneX Group Inc. | 0.02% | Add +1.4% | 5,952 | $529K |
| CIBC Private Wealth Group LLC | 0.00% | Add +64.9% | 5,935 | $528K |
| Apollon Financial, LLC | 0.09% | Reduce -0.0% | 5,896 | $525K |
| Covenant Asset Management, LLC | 0.10% | No change | 5,828 | $518K |
| Cordatus Wealth Management LLC | 0.12% | No change | 5,822 | $518K |
| MWA Asset Management | 0.29% | Reduce -2.5% | 5,821 | $518K |
| Detalus Advisors, LLC | 0.13% | Reduce -0.2% | 5,789 | $515K |
| VeraBank, N.A. | 0.10% | Reduce -18.1% | 5,712 | $508K |
| IRON Financial LLC | 0.24% | No change | 5,680 | $505K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.4% | 5,585 | $498K |
| Future Financial Wealth Managment LLC | 0.31% | Reduce -1.0% | 5,589 | $497K |
| Trilogy Capital Inc. | 0.02% | Add +5.1% | 5,583 | $497K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 5,565 | $495K |
| Fox Financial, Inc | 0.39% | Reduce -5.1% | 5,565 | $495K |
| Inspire Advisors, LLC | 0.05% | Reduce -1.7% | 5,528 | $492K |
| Clark Asset Management, LLC | 0.06% | Reduce -8.4% | 5,523 | $491K |
| PDS Planning, Inc | 0.03% | Reduce -24.9% | 5,510 | $490K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $482K |
| Leelyn Smith, LLC | 0.07% | New | 5,402 | $481K |
| Soltis Investment Advisors LLC | 0.03% | New | 5,369 | $478K |
| Chokshi & Queen Wealth Advisors, Inc | 0.25% | Add +4.2% | 5,357 | $477K |
| Tritonpoint Wealth, LLC | 0.04% | Add +40.4% | 5,319 | $473K |
| Friday Financial | 0.20% | No change | 5,300 | $471K |
| Synovus Financial Corp. | 0.01% | Reduce -8.7% | 5,250 | $467K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -0.8% | 5,187 | $461K |
| First National Bank Sioux Falls | 0.14% | Reduce -0.1% | 5,146 | $458K |
| Cidel Asset Management Inc. | 0.03% | Add +10.8% | 5,139 | $457K |
| Global Strategic Investment Solutions, LLC | 0.04% | No change | 5,059 | $450K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -9.9% | 5,054 | $450K |
| Lantern Wealth Advisors, LLC | 0.24% | Add +8.3% | 5,053 | $450K |
| Legacy Private Trust Co. | 0.03% | No change | 5,031 | $448K |
| Arete Wealth Advisors, LLC | 0.03% | No change | 5,002 | $445K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $443K |
| World Equity Group, Inc. | 0.10% | Reduce -2.0% | 4,933 | $439K |
| DAVENPORT & Co LLC | 0.00% | Add +4.3% | 4,886 | $435K |
| Objective Capital Management, LLC | 0.45% | Add +0.6% | 4,878 | $434K |
| REAP Financial Group, LLC | 0.09% | Reduce -0.7% | 4,871 | $433K |
| L & S Advisors Inc | 0.05% | Reduce -1.1% | 4,813 | $428K |
| Clarus Group, Inc. | 0.15% | No change | 4,806 | $428K |
| Meitav Investment House Ltd. | 0.01% | Reduce -2.6% | 4,755 | $422K |
| CM Wealth Advisors LLC | 0.11% | New | 4,722 | $420K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,667 | $415K |
| Bluesphere Advisors LLC | 0.19% | Reduce -0.1% | 4,595 | $409K |
| Fifth Third Securities, Inc. | 0.03% | No change | 4,575 | $407K |
| Cascades Capital Asset Management, LLC | 0.18% | Reduce -14.9% | 4,560 | $406K |
| Triangle Securities Wealth Management | 0.09% | Reduce -1.6% | 4,545 | $404K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -62.5% | 4,545 | $404K |
| Hall Capital Management Co. Inc. | 0.16% | No change | 4,543 | $404K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 4,536 | $404K |
| Independent Advisor Alliance | 0.01% | Add +8.7% | 4,535 | $403K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.8% | 4,530 | $403K |
| Somerville Kurt F | 0.07% | No change | 4,500 | $400K |
| Scotia Capital Inc. | 0.00% | Reduce -14.5% | 4,411 | $392K |
| Waterfront Wealth Inc. | 0.08% | Reduce -18.1% | 4,405 | $392K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,400 | $391K |
| Gallacher Capital Management LLC | 0.15% | No change | 4,387 | $390K |
| Regent Peak Wealth Advisors LLC | 0.08% | — | 4,370 | $389K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -19.4% | 4,365 | $388K |
| Kirtland Hills Capital Management, LLC | 0.15% | Add +65.8% | 4,312 | $384K |
| B.O.S.S. Retirement Advisors, LLC | 0.09% | Reduce -15.1% | 4,280 | $381K |
| LongView Wealth Management | 0.10% | Add +25.7% | 4,268 | $380K |
| Obsidian Personal Planning Solutions LLC | 0.13% | No change | 4,222 | $376K |
| M&T Bank Corp | 0.00% | No change | 4,228 | $376K |
| Mission Wealth Management, LP | 0.01% | Add +0.2% | 4,219 | $375K |
| Kilter Group LLC | 0.18% | Add +0.2% | 4,219 | $375K |
| Swmg, LLC | 0.11% | Add +54.6% | 4,179 | $374K |
| Sykon Capital LLC | 0.12% | Reduce -0.3% | 4,192 | $373K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,175 | $371K |
| Greenleaf Trust | 0.00% | No change | 4,157 | $370K |
| Impact Capital Partners LLC | 0.11% | New | 4,127 | $367K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 4,115 | $366K |
| Signal Advisors Wealth, LLC | 0.03% | Add +29.0% | 4,103 | $365K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 4,078 | $363K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +0.0% | 4,070 | $362K |
| HHM Wealth Advisors, LLC | 0.04% | Add +5.3% | 4,028 | $358K |
| Redwood Investment Management, LLC | 0.04% | Reduce -61.8% | 3,994 | $355K |
| Spectrum Wealth Advisory Group, LLC | 0.15% | No change | 3,962 | $352K |
| XTX Topco Ltd | 0.02% | New | 3,933 | $350K |
| Farrell Financial LLC | 0.22% | Add +0.4% | 3,926 | $349K |
| Strive Asset Management, LLC | 0.19% | Reduce -41.4% | 3,914 | $348K |
| Prasad Wealth Partners, LLC | 0.10% | Add +0.2% | 3,892 | $346K |
| PFG Investments, LLC | 0.02% | Add +7.8% | 3,878 | $345K |
| Northstar Financial Companies, Inc. | 0.32% | Add +0.2% | 3,836 | $341K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,796 | $338K |
| Philadelphia Trust Co. | 0.02% | No change | 3,757 | $334K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 3,700 | $329K |
| Tranquility Partners, LLC | 0.11% | Reduce -17.3% | 3,653 | $325K |
| Novare Capital Management LLC | 0.02% | No change | 3,605 | $321K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 3,576 | $318K |
| Twin Focus Capital Partners, LLC | 0.04% | Reduce -18.6% | 3,518 | $313K |
| OneAscent Family Office, LLC | 0.25% | No change | 3,515 | $313K |
| Seelaus Asset Management LLC | 0.25% | Reduce -4.0% | 3,428 | $305K |
| Creative Financial Designs Inc. | 0.02% | Reduce -54.5% | 3,425 | $305K |
| Cibc World Market Inc. | 0.00% | No change | 3,408 | $303K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $302K |
| Brookwood Investment Group LLC | 0.04% | No change | 3,370 | $300K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.0% | 3,365 | $299K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.7% | 3,365 | $299K |
| Drucker Wealth 3.0, LLC | 0.05% | No change | 3,337 | $297K |
| Weaver Consulting Group | 0.08% | No change | 3,332 | $296K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 3,329 | $296K |
| Trust Co. of Toledo NA | 0.03% | Reduce -7.4% | 3,300 | $294K |
| Stephens Inc. | 0.00% | No change | 3,246 | $289K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -96.8% | 3,225 | $287K |
| Breakwater Investment Management | 0.10% | Add +61.0% | 3,162 | $281K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -8.8% | 3,116 | $277K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -10.2% | 3,096 | $275K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -1.4% | 3,080 | $274K |
| WPWealth LLP | 0.04% | No change | 3,035 | $270K |
| Hilltop Holdings Inc. | 0.01% | Reduce -4.3% | 3,034 | $270K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -19.6% | 3,016 | $268K |
| Pictet North America Advisors SA | 0.03% | No change | 3,000 | $267K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +30.1% | 2,905 | $258K |
| Prepared Retirement Institute LLC | 0.13% | No change | 2,896 | $258K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 2,893 | $257K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Reduce -0.6% | 2,865 | $255K |
| apricus wealth, LLC | 0.14% | No change | 2,850 | $254K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.4% | 2,823 | $251K |
| Asset Dedication, LLC | 0.02% | Reduce -24.2% | 2,818 | $251K |
| Redhawk Wealth Advisors, Inc. | 0.03% | New | 2,707 | $241K |
| McAlister, Sweet & Associates, Inc. | 0.16% | No change | 2,700 | $240K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $240K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 2,687 | $239K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 2,682 | $239K |
| OMNI 360 Wealth, Inc. | 0.13% | New | 2,671 | $238K |
| Whittier Trust Co. | 0.00% | Add +0.0% | 2,654 | $237K |
| Clearview Wealth Advisors LLC | 0.15% | Reduce -10.4% | 2,623 | $233K |
| Invesco Ltd. | 0.00% | New | 2,618 | $233K |
| Breakwater Capital Group | 0.03% | Add +1.7% | 2,586 | $230K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +2.6% | 2,562 | $228K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $226K |
| Park Place Capital Corp | 0.05% | Add +0.3% | 2,537 | $226K |
| Obsidian Cio, LLC | 0.03% | Add +0.0% | 2,537 | $226K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,523 | $224K |
| Signaturefd, LLC | 0.00% | Reduce -0.0% | 2,504 | $223K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,499 | $222K |
| Atlas Wealth LLC | 0.09% | New | 2,492 | $222K |
| Tucker Asset Management LLC | 0.07% | No change | 2,481 | $221K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 2,443 | $217K |
| Tenret Co LLC | 0.11% | Reduce -14.3% | 2,424 | $216K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,392 | $213K |
| Strategic Blueprint, LLC | 0.01% | New | 2,375 | $211K |
| Lion Street Advisors, LLC | 0.07% | Add +8.2% | 3,377 | $210K |
| Annex Advisory Services, LLC | 0.00% | Reduce -1.9% | 2,355 | $210K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $209K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -47.9% | 2,321 | $206K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,301 | $205K |
| BlackRock, Inc. | 0.00% | Reduce -82.8% | 2,296 | $204K |
| Financial Advisors Network, Inc. | 0.03% | New | 2,278 | $203K |
| Ipswich Investment Management Co., Inc. | 0.05% | New | 2,270 | $202K |
| Snowden Capital Advisors LLC | 0.01% | New | 2,264 | $201K |
| Ritholtz Wealth Management | 0.00% | New | 2,260 | $201K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,125 | $189K |
| Harbor Asset Planning, Inc. | 0.17% | Add +0.3% | 2,118 | $188K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -90.5% | 2,114 | $188K |
| Scarborough Advisors, LLC | 0.03% | Add +0.3% | 1,884 | $168K |
| Key Financial Inc | 0.03% | No change | 1,706 | $152K |
| Farther Finance Advisors, LLC | 0.00% | Add +341.7% | 1,683 | $150K |
| Coastline Trust Co | 0.02% | No change | 1,619 | $144K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $140K |
| CNB Bank | 0.06% | No change | 1,563 | $139K |
| GAMMA Investing LLC | 0.01% | Add +42.8% | 1,526 | $136K |
| Wolff Wiese Magana LLC | 0.07% | Reduce -2.7% | 1,391 | $124K |
| Independence Bank of Kentucky | 0.02% | No change | 1,371 | $122K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.3% | 1,344 | $120K |
| Piscataqua Savings Bank | 0.09% | No change | 1,300 | $116K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,296 | $115K |
| Signature Resources Capital Management, LLC | 0.06% | Add +0.2% | 1,275 | $113K |
| Clearstead Trust, LLC | 0.02% | No change | 1,267 | $113K |
| Nova Wealth Management, Inc. | 0.08% | Reduce -70.8% | 1,222 | $109K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $109K |
| Navigoe, LLC | 0.07% | New | 1,194 | $106K |
| Addison Advisors LLC | 0.02% | No change | 1,175 | $105K |
| 2UniFi Bank | 0.05% | No change | 1,030 | $92K |
| Frazier Financial Advisors, LLC | 0.06% | Add +293.5% | 1,027 | $91K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -45.0% | 1,000 | $89K |
| American National Bank & Trust | 0.01% | Add +10.3% | 929 | $83K |
| Optiver Holding B.V. | 0.00% | New | 911 | $81K |
| SouthState Bank Corp | 0.00% | Add +161.3% | 870 | $77K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 865 | $77K |
| Holos Integrated Wealth LLC | 0.04% | No change | 869 | $76K |
| Bokf, NA | 0.00% | No change | 837 | $74K |
| Parallel Advisors, LLC | 0.00% | Add +83.2% | 830 | $74K |
| Root Financial Partners, LLC | 0.00% | New | 819 | $73K |
| Operose Advisors LLC | 0.02% | No change | 794 | $71K |
| Cloud Capital Management, LLC | 0.04% | New | 779 | $69K |
| Tidemark, LLC | 0.02% | No change | 755 | $67K |
| AdvisorNet Financial, Inc | 0.00% | No change | 747 | $66K |
| Keystone Financial Group, Inc. | 0.04% | Add +21.1% | 740 | $66K |
| Vestor Capital, LLC | 0.00% | Add +33.3% | 636 | $57K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $57K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 600 | $53K |
| Newton One Investments LLC | 0.02% | No change | 595 | $53K |
| Cheviot Value Management, LLC | 0.01% | Reduce -1.2% | 571 | $52K |
| Blue Trust, Inc. | 0.00% | Reduce -21.1% | 562 | $50K |
| Evolution Wealth Management Inc. | 0.05% | Reduce -13.1% | 506 | $45K |
| Fairman Group, LLC | 0.04% | No change | 500 | $44K |
| Sachetta, LLC | 0.02% | No change | 500 | $44K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 482 | $43K |
| Integrity Financial Corp | 0.02% | Reduce -17.1% | 460 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +4.4% | 455 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 440 | $39K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $37K |
| Assetmark, Inc. | 0.00% | Add +1243.3% | 403 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $36K |
| Versant Capital Management, Inc | 0.00% | No change | 381 | $34K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +16.4% | 363 | $32K |
| Covestor Ltd | 0.02% | Reduce -20.6% | 350 | $31K |
| Tsfg, LLC | 0.00% | Reduce -20.5% | 337 | $30K |
| Bfsg, LLC | 0.00% | No change | 317 | $28K |
| S&T Bank | 0.01% | No change | 316 | $28K |
| Palisade Asset Management, LLC | 0.00% | New | 300 | $27K |
| Trust Co. of Vermont | 0.00% | Add +27.7% | 295 | $26K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 268 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -13.1% | 265 | $24K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $23K |
| Princeton Global Asset Management LLC | 0.00% | No change | 250 | $22K |
| Johnson Financial Group, Inc. | 0.00% | No change | 242 | $22K |
| Federated Hermes, Inc. | 0.00% | New | 233 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -26.8% | 227 | $20K |
| SJS Investment Consulting Inc. | 0.00% | New | 226 | $20K |
| Spire Wealth Management | 0.00% | No change | 226 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 224 | $20K |
| St Germain D J Co. Inc. | 0.00% | New | 200 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +35.2% | 192 | $17K |
| Bangor Savings Bank | 0.00% | No change | 180 | $16K |
| Rossby Financial, LCC | 0.01% | No change | 168 | $15K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 158 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $13K |
| Sound Income Strategies, LLC | 0.00% | No change | 143 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $12K |
| West Oak Capital, LLC | 0.01% | No change | 130 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +20.4% | 130 | $12K |
| Costello Asset Management, INC | 0.00% | No change | 126 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -16.7% | 125 | $11K |
| Joseph Group Capital Management | 0.00% | Reduce -4.1% | 116 | $10K |
| Bessemer Group Inc. | 0.00% | New | 113 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 90 | $8K |
| CENTRAL TRUST Co | 0.00% | Reduce -90.8% | 88 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Investors Research Corp | 0.00% | No change | 73 | $6K |
| Davis Capital Management | 0.00% | — | 56 | $5K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 55 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | New | 50 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -95.3% | 46 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Horizon Financial Services, LLC | 0.00% | No change | 26 | $2K |
| Van Eck Associates Corp. | 0.00% | No change | 17 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 17 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -89.7% | 4 | $541 |
"% 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.