Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q4 2025 (December 31)771holders +46
50new positions
37sold out
4famous investors
$89.46avg. 13F price*
At the end of Q4 2025, 771 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 46 from Q3 2025. 50 opened new positions and 37 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.1B), LPL Financial LLC ($1.1B) and Bank of America Corp. ($1.1B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $100.4M |
| Exits | 37 | $163.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,625,289 shares bought and 8,587,525 shares sold, net −2,962,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 771 holders
| PNC Financial Services Group, Inc. | 0.60% | Reduce -21.9% | 12,308,471 | $1.1B |
| LPL Financial LLC | 0.30% | Reduce -1.2% | 12,219,587 | $1.1B |
| Bank of America Corp. | 0.08% | Reduce -0.5% | 11,919,373 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.3% | 8,512,117 | $761.2M |
| Ameriprise Financial Inc. | 0.14% | Reduce -1.2% | 7,039,347 | $629.5M |
| Hamilton Capital, LLC | 30.90% | — | 6,910,817 | $618.0M |
| Raymond James Financial Inc. | 0.10% | Reduce -0.3% | 3,413,967 | $305.3M |
| HighTower Advisors, LLC | 0.28% | Reduce -1.6% | 2,869,081 | $256.6M |
| UBS Group AG | 0.05% | Add +5.5% | 2,678,573 | $239.5M |
| Cetera Investment Advisers | 0.24% | Add +0.1% | 2,450,812 | $219.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.0% | 2,349,551 | $210.1M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 1,683,342 | $150.5M |
| Royal Bank of Canada | 0.03% | Reduce -4.2% | 1,618,578 | $144.7M |
| Prime Capital Investment Advisors, LLC | 1.67% | Add +10.2% | 1,535,309 | $137.3M |
| Private Advisor Group, LLC | 0.60% | Reduce -5.9% | 1,419,531 | $126.9M |
| Focus Partners Wealth | 0.14% | Add +3151.0% | 1,358,683 | $121.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +0.2% | 1,225,780 | $111.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +53.8% | 1,117,448 | $99.9M |
| Steward Partners Investment Advisory, LLC | 0.53% | Reduce -1.1% | 1,084,638 | $97.0M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.3% | 1,030,545 | $92.2M |
| Larson Financial Group LLC | 3.04% | Add +13.6% | 1,016,282 | $90.9M |
| Waddell & Associates, LLC | 5.98% | Add +1.3% | 990,996 | $88.6M |
| Stratos Investment Management, LLC | 3.32% | Add +2.6% | 926,245 | $82.8M |
| Clearwater Capital Advisors, LLC | 6.71% | Add +1.4% | 899,720 | $80.5M |
| Bouchey Financial Group, Ltd. | 5.85% | Add +0.8% | 872,577 | $78.0M |
| Comerica Bank | 0.30% | Add +11.7% | 854,542 | $76.4M |
| Glassman Wealth Services | 10.15% | Add +0.6% | 841,295 | $75.2M |
| RVW Wealth, LLC | 5.62% | Add +0.1% | 823,028 | $73.6M |
| Legacy Financial Advisors, Inc. | 10.12% | Reduce -0.0% | 818,325 | $73.2M |
| Equitable Holdings, Inc. | 0.50% | Add +3.1% | 809,551 | $72.4M |
| Kestra Advisory Services, LLC | 0.28% | Add +35.0% | 766,564 | $68.6M |
| Captrust Financial Advisors | 0.13% | Add +1.3% | 762,520 | $68.2M |
| Bluespring Wealth Management, LLC | 5.42% | Add +0.6% | 703,781 | $62.9M |
| IAM Advisory, LLC | 13.15% | Reduce -17.4% | 661,828 | $59.2M |
| Osaic Holdings, Inc. | 0.09% | Add +17.5% | 656,184 | $58.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 635,438 | $56.8M |
| Lido Advisors, LLC | 0.22% | Add +0.5% | 629,592 | $56.0M |
| Prestige Wealth Management Group LLC | 10.64% | Reduce -0.3% | 623,346 | $55.7M |
| Spinnaker Investment Group, LLC | 10.00% | Add +0.2% | 616,574 | $55.1M |
| Beacon Financial Group | 5.14% | Reduce -2.8% | 578,140 | $51.7M |
| Mariner, LLC | 0.06% | Add +51.8% | 564,088 | $50.4M |
| Schorn Wealth LLC | 15.19% | Add +1.5% | 559,505 | $50.0M |
| Cwm, LLC | 0.13% | Add +13.8% | 539,056 | $48.2M |
| Duncan Williams Asset Management, LLC | 11.98% | Add +6.7% | 523,234 | $48.2M |
| SkyView Investment Advisors, LLC | 5.96% | Reduce -0.2% | 527,860 | $47.2M |
| NewEdge Advisors, LLC | 0.17% | Reduce -11.7% | 526,556 | $47.1M |
| Taiyo Life Insurance Co. | 4.02% | No change | 525,000 | $47.0M |
| One Capital Management, LLC | 1.40% | Reduce -19.5% | 516,715 | $46.2M |
| Glen Eagle Advisors, LLC | 6.27% | Reduce -5.1% | 514,982 | $46.1M |
| OneDigital Investment Advisors LLC | 0.45% | Reduce -0.3% | 509,361 | $45.6M |
| Intrua Financial, LLC | 4.74% | Add +2.9% | 483,298 | $43.2M |
| Stifel Financial Corp. | 0.04% | Add +5.1% | 480,055 | $42.9M |
| Connable Office Inc. | 3.80% | Add +6.1% | 463,058 | $41.4M |
| HighPoint Advisor Group LLC | 0.90% | New | 459,321 | $41.1M |
| Kestra Private Wealth Services, LLC | 0.46% | Add +4.0% | 413,371 | $37.0M |
| Savant Capital, LLC | 0.21% | Reduce -5.1% | 411,617 | $36.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -1.5% | 406,713 | $36.4M |
| BCM Advisors, LLC | 6.89% | Add +0.1% | 395,778 | $36.0M |
| IFP Advisors, Inc | 0.78% | Reduce -2.0% | 390,538 | $34.9M |
| Resolute Capital, LLC | 14.50% | — | 388,064 | $34.7M |
| Team Financial Group, LLC | 15.73% | Add +1.6% | 387,764 | $34.7M |
| NewEdge Wealth, LLC | 0.39% | Add +12.1% | 383,590 | $34.3M |
| Serenus Wealth Advisors, LLC | 6.62% | Add +3.0% | 382,105 | $34.2M |
| Aspire Capital Advisors LLC | 7.74% | Add +0.9% | 368,494 | $33.0M |
| Sanchez Wealth Management Group | 6.89% | Add +6.2% | 360,089 | $32.2M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -4.3% | 351,189 | $31.4M |
| Howard Financial Services, LTD. | 3.65% | Add +2.1% | 349,177 | $31.2M |
| Cerity Partners LLC | 0.04% | Reduce -2.4% | 335,726 | $30.0M |
| Per Stirling Capital Management, LLC. | 3.36% | Reduce -2.2% | 334,375 | $29.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +128.1% | 332,723 | $29.8M |
| Jones Financial Companies LLLP | 0.02% | Add +10.0% | 332,010 | $29.7M |
| Belpointe Asset Management LLC | 1.06% | Add +3.5% | 328,838 | $29.4M |
| MML Investors Services, LLC | 0.07% | Add +6.3% | 325,765 | $29.1M |
| Compass Financial Services Inc | 12.55% | Add +0.6% | 325,552 | $29.1M |
| Choice Wealth Advisors LLC | 11.41% | Add +0.3% | 322,617 | $28.9M |
| Modern Wealth Management, LLC | 0.50% | Add +2.0% | 309,567 | $27.7M |
| Pinnacle Associates Ltd. | 0.35% | Add +5.7% | 302,298 | $27.0M |
| TigerOak Management, L.L.C. | 8.14% | Reduce -1.6% | 298,442 | $26.7M |
| Truist Financial Corp. | 0.04% | Add +3.9% | 296,954 | $26.6M |
| Atria Investments, Inc | 0.29% | Reduce -3.8% | 286,416 | $25.6M |
| LVM Capital Management Ltd. | 2.37% | Reduce -1.8% | 285,055 | $25.5M |
| SK Wealth Management, LLC | 6.95% | Reduce -11.6% | 272,438 | $24.9M |
| HB Wealth Management, LLC | 0.16% | Reduce -2.8% | 269,353 | $24.1M |
| Columbia Advisory Partners LLC | 16.00% | Reduce -1.0% | 262,661 | $23.5M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -5.7% | 257,981 | $23.1M |
| Amplius Wealth Advisors, LLC | 1.92% | Add +2.8% | 255,977 | $22.9M |
| Winthrop Advisory Group LLC | 1.93% | Add +19.3% | 255,277 | $22.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +0.3% | 246,661 | $22.1M |
| ACT Advisors, LLC. | 8.09% | Add +0.1% | 229,585 | $20.5M |
| D.A. Davidson & Co. | 0.13% | Reduce -0.1% | 228,203 | $20.4M |
| Cresta Advisors, Ltd. | 8.45% | Reduce -2.6% | 225,262 | $20.1M |
| Western Wealth Management, LLC | 0.92% | Add +93.5% | 223,840 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.6% | 221,196 | $19.8M |
| Creative Planning | 0.01% | Reduce -2.3% | 217,684 | $19.5M |
| Sage Private Wealth Group, LLC | 10.46% | Reduce -0.5% | 217,611 | $19.5M |
| MOR Wealth Management, LLC | 8.66% | — | 211,870 | $18.9M |
| Smartleaf Asset Management LLC | 0.71% | Add +21.6% | 207,234 | $18.7M |
| Main Street Financial Solutions, LLC | 1.33% | Add +1.6% | 197,760 | $17.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.22% | Add +5.9% | 197,401 | $17.7M |
| Eagle Wealth Strategies LLC | 8.18% | Reduce -2.1% | 196,512 | $17.6M |
| CRA Financial Services, LLC | 2.26% | Add +5.6% | 193,134 | $17.3M |
| Boyce & Associates Wealth Consulting, Inc. | 14.47% | Reduce -0.4% | 193,030 | $17.3M |
| Curi Capital, LLC | 0.30% | Reduce -3.0% | 192,709 | $17.2M |
| Townsend Asset Management Corp. /NC/ | 6.06% | Reduce -0.7% | 192,241 | $17.2M |
| Hengehold Capital Management LLC | 1.44% | Add +2.8% | 190,551 | $17.0M |
| Heck Capital Advisors, LLC | 1.24% | Reduce -6.1% | 186,294 | $16.7M |
| Great Valley Advisor Group, Inc. | 0.31% | Add +0.1% | 182,150 | $16.3M |
| Venture Visionary Partners LLC | 0.53% | Reduce -2.3% | 179,839 | $16.1M |
| Focus Financial Network, Inc. | 0.55% | Add +0.5% | 175,790 | $15.7M |
| Insight Advisors, LLC/ PA | 2.36% | Reduce -1.5% | 174,485 | $15.6M |
| Mb, Levis & Associates, LLC | 6.53% | Add +3.3% | 173,373 | $15.5M |
| Solano Wealth Investment Advisors LLC | 7.19% | Reduce -0.1% | 162,259 | $14.5M |
| Lauer Wealth, LLC | 10.82% | Reduce -2.1% | 157,379 | $14.3M |
| TopTier Wealth Management, LLC | 9.21% | — | 151,713 | $13.6M |
| CGN Advisors LLC | 1.03% | Reduce -5.6% | 144,875 | $13.0M |
| Oxinas Partners, LLC | 6.13% | Add +1.8% | 142,420 | $12.7M |
| Williams Financial, LLC | 7.25% | New | 140,193 | $12.5M |
| United Advisor Group, LLC | 1.59% | Add +4.1% | 138,241 | $12.4M |
| TD Capital Management LLC | 1.07% | Add +1.5% | 134,539 | $12.0M |
| IFG Advisory, LLC | 0.52% | Add +2.5% | 134,239 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -31.4% | 133,449 | $11.9M |
| Gaddis Premier Wealth Advisors LLC | 8.95% | — | 131,814 | $11.8M |
| Certuity, LLC | 0.73% | Reduce -6.2% | 129,972 | $11.6M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +1.1% | 128,319 | $11.5M |
| VestGen Advisors, LLC | 0.47% | Reduce -67.4% | 124,693 | $11.2M |
| IAG Wealth Partners, LLC | 1.29% | Add +8.6% | 124,460 | $11.1M |
| Three Magnolias Financial Advisors, LLC | 6.90% | Reduce -1.9% | 124,199 | $11.1M |
| Eaton Financial Holdings Company, LLC | 2.97% | Reduce -3.3% | 123,572 | $11.1M |
| Golden State Wealth Management, LLC | 1.16% | Add +3.2% | 123,047 | $11.0M |
| World Investment Advisors | 0.18% | Add +14.6% | 122,527 | $11.0M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.8% | 122,241 | $10.9M |
| Journey Advisory Group, LLC | 0.90% | Reduce -1.1% | 120,055 | $10.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +1.7% | 119,239 | $10.7M |
| Pension & Wealth Management Advisors, Inc. | 3.14% | Add +0.8% | 118,293 | $10.6M |
| Retirement Planning Group, LLC | 0.34% | Reduce -2.1% | 116,319 | $10.4M |
| Marshall & Sterling Wealth Advisors Inc. | 6.84% | Reduce -0.1% | 115,811 | $10.4M |
| Family Capital Management, Inc. | 4.58% | Reduce -5.4% | 115,256 | $10.3M |
| Darrow Company, Inc. | 4.63% | Add +0.5% | 115,166 | $10.3M |
| Flagship Harbor Advisors, LLC | 0.48% | Add +1.1% | 114,583 | $10.2M |
| Alpha Zero LLC | 5.53% | Add +4.2% | 113,167 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -6.8% | 112,047 | $10.0M |
| Capital Planning Advisors, LLC | 1.34% | Add +1.9% | 111,903 | $10.0M |
| Avant Capital LLC | 6.85% | Add +7.4% | 111,605 | $10.0M |
| MBA Advisors LLC | 4.02% | Add +2.2% | 111,540 | $10.0M |
| United Capital Financial Advisors, LLC | 0.06% | Add +32.9% | 105,593 | $9.4M |
| Wilmington Savings Fund Society, FSB | 0.22% | Add +5.8% | 104,992 | $9.4M |
| Merit Financial Group, LLC | 0.07% | Add +33.1% | 103,759 | $9.3M |
| IHT Wealth Management, LLC | 0.23% | Reduce -1.7% | 103,704 | $9.3M |
| Foundations Investment Advisors, LLC | 0.12% | Add +14.3% | 102,479 | $9.2M |
| Rothschild Wealth LLC | 0.88% | New | 101,920 | $9.1M |
| Seven Mile Advisory | 1.58% | Add +4.1% | 101,043 | $9.0M |
| Win Advisors, Inc. | 3.79% | New | 99,859 | $8.9M |
| Fiduciary Group, LLC | 0.73% | Add +5.9% | 97,071 | $8.7M |
| Prosperity Consulting Group, LLC | 0.39% | Reduce -0.8% | 97,038 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.1% | 96,561 | $8.6M |
| Founders Financial Alliance, LLC | 1.57% | Add +6.2% | 93,094 | $8.3M |
| Farther Finance Advisors, LLC | 0.09% | Add +5352.1% | 91,758 | $8.2M |
| Gateway Wealth Partners, LLC | 0.90% | Add +24.1% | 90,259 | $8.1M |
| Nvest Wealth Strategies, Inc. | 5.92% | — | 89,487 | $8.0M |
| Baird Financial Group, Inc. | 0.01% | Add +4.8% | 89,342 | $8.0M |
| &partners | 0.04% | Add +6.1% | 86,069 | $7.7M |
| Albion Financial Group | 0.47% | Reduce -2.1% | 85,290 | $7.6M |
| Gray Private Wealth, LLC | 3.71% | Add +2.3% | 84,880 | $7.6M |
| Prospera Financial Services Inc | 0.12% | Reduce -0.8% | 84,452 | $7.6M |
| PMG Wealth Management, Inc. | 5.52% | Add +6.2% | 84,208 | $7.5M |
| Lodestar Private Asset Management LLC | 0.75% | Add +1.7% | 83,048 | $7.4M |
| Ancora Advisors LLC | 0.15% | Add +17.5% | 81,940 | $7.3M |
| Howard Capital Management, LLC | 0.09% | Add +6.6% | 80,848 | $7.2M |
| Riverbend Wealth Management, LLC | 4.55% | Add +5.0% | 80,847 | $7.2M |
| Flagship Wealth Advisors, LLC | 2.10% | Add +9.7% | 80,564 | $7.2M |
| Corient Private Wealth LP | 0.01% | Reduce -4.2% | 80,551 | $7.2M |
| Premier Private Wealth Management LLC | 7.30% | — | 76,507 | $7.0M |
| Berkeley, Inc | 2.20% | Reduce -9.4% | 77,195 | $6.9M |
| Latko Wealth Management, Ltd. | 3.37% | Add +123.6% | 77,047 | $6.9M |
| Waverly Advisors, LLC | 0.05% | Add +0.3% | 74,574 | $6.7M |
| Brown Advisory Inc. | 0.01% | Add +4.0% | 74,172 | $6.6M |
| White Pine Investment CO | 1.51% | Add +0.4% | 71,846 | $6.4M |
| Axis Wealth Partners, LLC | 3.55% | Add +1.3% | 71,842 | $6.4M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +3.5% | 68,605 | $6.1M |
| FFG Retirement Advisors LLC | 3.79% | Add +0.0% | 68,317 | $6.1M |
| Kraft, Davis & Associates, LLC | 1.33% | Reduce -40.3% | 65,189 | $5.9M |
| Capital Investment Advisory Services, LLC | 0.42% | Add +12.2% | 66,279 | $5.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -45.3% | 65,015 | $5.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +3.8% | 63,308 | $5.7M |
| Melone Private Wealth, LLC | 2.39% | Reduce -53.4% | 62,912 | $5.6M |
| Perryman Financial Advisory Inc. | 0.82% | — | 62,813 | $5.6M |
| Advisory Services Network, LLC | 0.08% | Add +2.0% | 62,632 | $5.6M |
| Evernest Financial Advisors, LLC | 1.17% | Reduce -5.8% | 59,444 | $5.6M |
| Thomasville National Bank | 0.34% | Add +4.1% | 60,929 | $5.4M |
| Hobbs Group Advisors, LLC | 1.64% | Reduce -9.0% | 60,769 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +0.6% | 60,573 | $5.4M |
| Cahill Financial Advisors Inc. | 0.58% | Reduce -77.1% | 59,260 | $5.3M |
| Lanark Financial, Inc. | 0.40% | Reduce -6.6% | 58,672 | $5.2M |
| Ausdal Financial Partners, Inc. | 0.24% | Reduce -4.3% | 58,109 | $5.2M |
| SeaCrest Wealth Management, LLC | 0.52% | Add +2.5% | 57,085 | $5.2M |
| Park Avenue Securities LLC | 0.04% | Add +5.1% | 57,546 | $5.1M |
| Glenmede Trust Co. NA | 0.02% | — | 57,493 | $5.1M |
| Fermata Advisors, LLC | 1.22% | Reduce -2.3% | 56,905 | $5.1M |
| FMR LLC | 0.00% | Add +10.7% | 56,662 | $5.1M |
| Roof Eidam Maycock Peralta, LLC | 1.13% | Reduce -0.8% | 55,603 | $5.0M |
| First National Trust Co | 0.17% | Reduce -7.1% | 55,603 | $5.0M |
| Winter & Associates, Inc. | 4.50% | — | 54,413 | $4.9M |
| Grey Ledge Advisors, LLC | 1.08% | Add +13.1% | 53,585 | $4.8M |
| Dynamic Advisor Solutions LLC | 0.15% | Add +9.8% | 53,554 | $4.8M |
| JT Stratford LLC | 0.60% | Reduce -1.7% | 52,172 | $4.7M |
| Catalina Capital Group, LLC | 2.86% | Reduce -8.3% | 52,120 | $4.7M |
| Burns Matteson Capital Management, LLC | 1.86% | Add +1.2% | 51,915 | $4.6M |
| Choreo, LLC | 0.06% | Reduce -4.3% | 51,318 | $4.6M |
| Aries Wealth Management | 1.00% | Reduce -1.8% | 50,445 | $4.5M |
| Crux Wealth Advisors | 1.67% | Reduce -9.0% | 50,143 | $4.5M |
| Citadel Advisors | 0.00% | Add +124.7% | 50,011 | $4.5M |
| Meridian Financial Advisors, LLC | 2.40% | Add +12.0% | 49,228 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.5% | 49,025 | $4.4M |
| Continuum Wealth Advisors, LLC | 1.68% | Reduce -5.1% | 48,618 | $4.3M |
| Citizens National Bank Trust Department | 0.75% | Reduce -0.8% | 48,575 | $4.3M |
| Sarver Vrooman Wealth Advisors | 2.76% | Add +16.5% | 48,488 | $4.3M |
| Clear Creek Financial Management, LLC | 0.34% | Add +11.0% | 46,853 | $4.2M |
| Founders Financial Securities LLC | 0.24% | Add +5.0% | 46,183 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +6.7% | 46,164 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Add +1.1% | 44,915 | $4.0M |
| Waterway Wealth Management, LLC | 0.91% | Reduce -3.0% | 44,881 | $4.0M |
| Vines Capital Management, LLC | 3.86% | — | 44,251 | $4.0M |
| Osbon Capital Management LLC | 3.67% | — | 43,850 | $3.9M |
| Lantz Financial LLC | 0.82% | Reduce -0.2% | 43,426 | $3.9M |
| Summit Financial, LLC | 0.06% | Add +0.9% | 43,213 | $3.9M |
| Horizon Investments, LLC | 0.05% | Add +0.2% | 43,180 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +112.2% | 43,063 | $3.9M |
| Haverford Trust Co | 0.03% | No change | 42,980 | $3.8M |
| Wedmont Private Capital | 0.13% | Add +0.0% | 42,578 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +0.1% | 42,599 | $3.8M |
| Wingate Wealth Advisors, Inc. | 2.10% | Reduce -1.0% | 42,148 | $3.8M |
| Aptus Capital Advisors, LLC | 0.03% | Add +326.2% | 41,976 | $3.8M |
| Franklin Resources Inc. | 0.00% | No change | 41,741 | $3.7M |
| HBW Advisory Services LLC | 0.40% | Reduce -0.2% | 41,424 | $3.7M |
| Powers Advisory Group, LLC | 1.36% | Add +13.8% | 40,476 | $3.6M |
| Lansing Street Advisors | 0.93% | Reduce -11.3% | 40,456 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -10.3% | 40,411 | $3.6M |
| Brooks, Moore & Associates, Inc. | 1.75% | Add +3.7% | 39,845 | $3.6M |
| ORBA Wealth Advisors, L.L.C. | 3.07% | Reduce -19.5% | 39,593 | $3.5M |
| Investment Advisory Services Group LLC | 3.11% | — | 39,204 | $3.5M |
| Viewpoint Investment Partners Corp. | 1.66% | Reduce -17.9% | 38,998 | $3.5M |
| GTS Securities LLC | 0.12% | Reduce -23.1% | 38,172 | $3.4M |
| Meridian Financial Partners LLC | 1.35% | Reduce -2.3% | 37,600 | $3.4M |
| Harvest Investment Services, LLC | 0.63% | Add +4.0% | 37,466 | $3.4M |
| Hoxton Planning & Management, LLC | 1.00% | Add +50.5% | 37,220 | $3.3M |
| Archer Investment Management, LLC | 1.76% | Reduce -39.2% | 36,592 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +49.1% | 38,612 | $3.3M |
| Banco de Sabadell, S.A | 1.97% | New | 33,801 | $3.0M |
| Asset One Wealth Management LLC | 0.40% | — | 32,034 | $2.9M |
| Nikulski Financial, Inc. | 0.69% | Reduce -29.5% | 32,379 | $2.9M |
| EP Wealth Advisors, LLC | 0.01% | — | 31,726 | $2.8M |
| Northern Trust Corp. | 0.00% | Add +40.1% | 31,464 | $2.8M |
| Herold Advisors, Inc. | 0.63% | Reduce -3.8% | 31,462 | $2.8M |
| Titleist Asset Management, LLC | 0.22% | Reduce -0.7% | 30,863 | $2.8M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -11.8% | 30,691 | $2.7M |
| Triad Wealth Partners, LLC | 0.26% | Add +18.4% | 30,673 | $2.7M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -2.7% | 30,550 | $2.7M |
| Regal Investment Advisors LLC | 0.16% | Reduce -52.7% | 30,512 | $2.7M |
| Centerpoint Advisory Group | 2.09% | Reduce -1.3% | 30,386 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -53.6% | 29,531 | $2.6M |
| Rhumbline Advisers | 0.00% | New | 29,371 | $2.6M |
| Stonebridge Financial Group, LLC | 0.22% | Add +0.5% | 29,314 | $2.6M |
| Etesian Wealth Advisors, Inc. | 0.82% | Reduce -1.1% | 29,203 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -2.0% | 28,573 | $2.6M |
| Legacy Wealth Managment, LLC | 1.22% | Add +62.3% | 28,563 | $2.6M |
| Oxbow Advisors, LLC | 0.23% | New | 28,481 | $2.5M |
| Tudor Investment Corporation | 0.01% | New | 28,381 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -2.9% | 28,287 | $2.5M |
| Keating Financial Advisory Services, Inc. | 0.34% | — | 28,277 | $2.5M |
| Keybank National Association | 0.01% | Reduce -1.6% | 28,184 | $2.5M |
| Sound Portfolio Advisors, LLC | 2.12% | — | 28,178 | $2.5M |
| Southland Equity Partners LLC | 0.50% | Reduce -1.8% | 28,130 | $2.5M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -8.7% | 28,048 | $2.5M |
| Symphony Financial Services, Inc. | 1.28% | Add +2.7% | 27,982 | $2.5M |
| Comprehensive Financial Planning, Inc. | 1.65% | Add +2.8% | 27,838 | $2.5M |
| Ascentis Independent Advisors | 0.40% | Reduce -68.3% | 27,776 | $2.5M |
| AQR Capital Management | 0.00% | Add +96.9% | 27,547 | $2.5M |
| Menlo Advisors LLC | 1.10% | Reduce -2.1% | 27,360 | $2.4M |
| Fragasso Financial Advisors Inc | 0.15% | Add +3.7% | 27,149 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.4% | 27,053 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.37% | Reduce -4.9% | 26,710 | $2.4M |
| WealthPoint Financial, LLC | 2.06% | — | 26,473 | $2.4M |
| Cascade Financial Partners, LLC | 0.24% | Reduce -5.3% | 26,056 | $2.3M |
| DHJJ Financial Advisors, Ltd. | 0.77% | Add +0.0% | 25,773 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | Add +9.1% | 25,759 | $2.3M |
| MAI Capital Management | 0.01% | Add +1.0% | 25,299 | $2.3M |
| WealthPlan Investment Management, LLC | 0.14% | Reduce -10.9% | 24,824 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +3.6% | 24,694 | $2.2M |
| OakTrust Wealth Advisors, LLC | 2.00% | — | 24,230 | $2.2M |
| Vise Technologies, Inc. | 0.04% | Add +34.8% | 23,966 | $2.1M |
| Almanack Investment Partners, LLC. | 0.36% | No change | 23,954 | $2.1M |
| Tempus Wealth Planning, LLC | 0.49% | Reduce -2.6% | 23,853 | $2.1M |
| Avaii Wealth Management, LLC | 0.77% | Reduce -0.9% | 23,845 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.7% | 23,609 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.8% | 23,531 | $2.1M |
| Mission Wealth Management, LP | 0.04% | Add +449.1% | 23,167 | $2.1M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Reduce -2.0% | 23,137 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +3.7% | 23,108 | $2.1M |
| Wealth Management Resources, Inc. | 0.72% | Reduce -6.7% | 23,015 | $2.1M |
| Lifestyle Asset Management, Inc. | 0.66% | Reduce -7.5% | 22,607 | $2.0M |
| Astoria Portfolio Advisors LLC. | 0.46% | Reduce -32.4% | 21,745 | $2.0M |
| Talisman Wealth Advisors LLC | 1.54% | Add +0.1% | 22,149 | $2.0M |
| Bravias Capital Group, LLC | 1.20% | Add +0.6% | 22,165 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +0.1% | 21,818 | $2.0M |
| M Holdings Securities, Inc. | 0.14% | New | 21,804 | $1.9M |
| PFG Advisors | 0.09% | Add +2.3% | 21,791 | $1.9M |
| Narwhal Capital Management | 0.14% | No change | 21,779 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Reduce -3.7% | 21,717 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.73% | Reduce -4.5% | 21,715 | $1.9M |
| TD Private Client Wealth LLC | 0.04% | Add +19.8% | 21,704 | $1.9M |
| Sherman Wealth Management LLC | 1.65% | — | 21,251 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -4.4% | 20,847 | $1.9M |
| Laurel Oak Wealth Management, LLC | 0.32% | — | 21,164 | $1.9M |
| Bulltick Wealth Management, LLC | 0.40% | Add +1.1% | 20,946 | $1.9M |
| Avalon Capital Management | 0.45% | Reduce -2.0% | 20,883 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +5.4% | 20,744 | $1.9M |
| Vivid Wealth Management, LLC | 0.71% | Add +9.5% | 20,452 | $1.8M |
| Strategic Financial Concepts, LLC | 1.67% | New | 20,431 | $1.8M |
| Verum Partners LLC | 0.37% | Reduce -0.3% | 20,424 | $1.8M |
| Hollencrest Capital Management | 0.06% | Add +0.4% | 20,415 | $1.8M |
| Chatham Capital Group, Inc. | 0.26% | No change | 20,251 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Reduce -84.2% | 19,786 | $1.8M |
| US Bancorp \de | 0.00% | Add +7.6% | 19,475 | $1.7M |
| Panoramic Investment Advisors, LLC | 0.94% | Reduce -11.5% | 19,369 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.55% | Add +6.8% | 19,247 | $1.7M |
| Guidance Capital, Inc. | 0.42% | Add +2.6% | 18,950 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +11.7% | 19,086 | $1.7M |
| Retirement Guys Formula LLC | 0.76% | Reduce -3.4% | 18,684 | $1.7M |
| RMR Wealth Builders | 0.13% | Reduce -2.6% | 18,642 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.25% | New | 18,597 | $1.7M |
| GGM Financial LLC | 0.81% | Reduce -0.3% | 18,560 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +2.4% | 18,151 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 0.88% | Add +0.0% | 18,004 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -0.9% | 17,688 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +70.0% | 17,564 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -0.1% | 17,539 | $1.6M |
| Interchange Capital Partners, LLC | 0.29% | Reduce -2.0% | 17,496 | $1.6M |
| Parkside Financial Bank & Trust | 0.12% | No change | 17,423 | $1.6M |
| ATX Financial Planning, LLC | 1.19% | — | 17,256 | $1.5M |
| Ridge Creek Global, Inc | 1.27% | — | 16,960 | $1.5M |
| NewSquare Capital LLC | 0.13% | Add +10.7% | 16,881 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.33% | Reduce -2.7% | 16,862 | $1.5M |
| Mosaic Financial Group, LLC | 1.03% | Add +3.1% | 16,806 | $1.5M |
| Ruggaard & Associates LLC | 0.59% | Add +6.0% | 16,772 | $1.5M |
| First National Bank of Omaha | 0.04% | New | 16,557 | $1.5M |
| WealthBridge Capital Management, LLC | 0.34% | Reduce -0.1% | 16,588 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +2.3% | 16,570 | $1.5M |
| Private Trust Co. NA | 0.13% | Add +4.7% | 16,394 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.55% | Add +9.8% | 16,239 | $1.5M |
| Pioneer Family Office, LLC | 0.97% | — | 16,033 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -14.7% | 15,931 | $1.4M |
| Stonebridge Wealth Management, LLC | 1.35% | Reduce -10.1% | 15,839 | $1.4M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.43% | Add +4.5% | 15,795 | $1.4M |
| Denver Wealth Management, Inc. | 0.49% | Reduce -2.5% | 15,560 | $1.4M |
| Elevation Capital Advisory, LLC | 0.56% | Reduce -68.0% | 15,426 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +4.4% | 15,332 | $1.4M |
| Central Valley Advisors, LLC | 0.41% | Add +0.1% | 15,173 | $1.4M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 15,138 | $1.4M |
| Sovran Advisors, LLC | 0.11% | Reduce -12.5% | 14,359 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -3.2% | 14,477 | $1.3M |
| RKL Wealth Management LLC | 0.11% | No change | 14,400 | $1.3M |
| First Commonwealth Financial Corp | 0.21% | No change | 14,199 | $1.3M |
| Quartz Partners, LLC | 0.47% | Add +2.2% | 14,187 | $1.3M |
| Bank of Montreal | 0.00% | Add +2.6% | 13,910 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.2M |
| Citizens Financial Group Inc. | 0.02% | Add +20.7% | 13,653 | $1.2M |
| Well Done, LLC | 0.18% | Reduce -3.3% | 13,447 | $1.2M |
| Smithfield Trust Co | 0.05% | Add +3.6% | 13,388 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Reduce -1.2% | 13,371 | $1.2M |
| KPP Advisory Services LLC | 0.17% | Reduce -78.7% | 13,366 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.09% | Add +31.8% | 13,350 | $1.2M |
| Silverlake Wealth Management LLC | 0.27% | Reduce -6.3% | 13,291 | $1.2M |
| Ted Buchan & Co | 0.44% | Add +4.7% | 13,276 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 13,228 | $1.2M |
| Thryve Wealth Management LLC | 0.58% | — | 13,204 | $1.2M |
| Perspective Wealth Advisors LLC | 0.84% | — | 13,198 | $1.2M |
| Peck Wealth Management, LLC | 1.11% | Reduce -21.9% | 13,181 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.6% | 13,102 | $1.2M |
| Muirfield Wealth Advisors LLC | 0.85% | Add +1.6% | 13,008 | $1.2M |
| Bison Wealth, LLC | 0.13% | Reduce -86.3% | 13,327 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.1% | 12,930 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -9.0% | 12,923 | $1.2M |
| Howard Bailey Securities, LLC | 0.45% | Reduce -92.4% | 12,853 | $1.1M |
| Uhlmann Price Securities, LLC | 0.68% | Add +1.2% | 12,780 | $1.1M |
| Gryphon Financial Partners LLC | 0.12% | No change | 12,647 | $1.1M |
| ORG Partners LLC | 0.20% | Reduce -30.8% | 12,421 | $1.1M |
| Money Concepts Capital Corp. | 0.06% | Reduce -73.1% | 12,335 | $1.1M |
| Fulton Bank, N.A. | 0.04% | Reduce -2.4% | 12,245 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +117.0% | 12,119 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.40% | Reduce -4.0% | 12,055 | $1.1M |
| Avantra Family Wealth, Inc. | 0.78% | Reduce -0.4% | 12,040 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +10.3% | 11,981 | $1.1M |
| Florida Financial Advisors, LLC | 0.28% | Reduce -1.4% | 11,720 | $1.0M |
| Glenview Trust Co | 0.02% | Add +0.6% | 11,625 | $1.0M |
| Independent Financial Group, LLC | 0.02% | Reduce -23.0% | 11,569 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +402.8% | 11,544 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +1.5% | 11,526 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -1.5% | 11,284 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -11.6% | 11,124 | $995K |
| Ballentine Partners, LLC | 0.01% | No change | 11,100 | $993K |
| Advance Capital Management, Inc. | 0.04% | Reduce -4.4% | 11,081 | $991K |
| Bulwark Capital Corp | 0.70% | Reduce -18.1% | 10,964 | $981K |
| Allie Family Office LLC | 0.46% | No change | 10,900 | $975K |
| Moneco Advisors, LLC | 0.08% | Add +0.2% | 10,840 | $969K |
| CVA Family Office, LLC | 0.11% | Add +0.0% | 10,597 | $948K |
| Mayfair Advisory Group, LLC | 0.37% | Reduce -3.0% | 10,484 | $941K |
| Wedbush Securities Inc. | 0.03% | Add +8.5% | 10,439 | $934K |
| Greenwood Gearhart LLC | 0.05% | Reduce -9.8% | 10,364 | $927K |
| Wharton Business Group, LLC | 0.04% | No change | 10,345 | $925K |
| M&T Bank Corp | 0.00% | Add +144.6% | 10,342 | $925K |
| Level Four Advisory Services, LLC | 0.03% | Add +1.1% | 10,322 | $923K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -9.8% | 10,316 | $923K |
| Anchor Investment Management, LLC | 0.07% | Add +0.0% | 10,263 | $918K |
| Raub Brock Capital Management LP | 0.20% | No change | 10,227 | $915K |
| Noble Wealth Management PBC | 0.45% | Reduce -4.8% | 10,120 | $905K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 10,017 | $896K |
| Atlas Private Wealth Advisors | 0.21% | Reduce -0.7% | 9,966 | $891K |
| Parsons Capital Management Inc. | 0.05% | Add +3.1% | 9,949 | $890K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $879K |
| Element Wealth, LLC | 0.36% | Add +34.5% | 9,824 | $879K |
| Colorado Capital Management, Inc. | 0.33% | No change | 9,768 | $874K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +25.4% | 9,773 | $874K |
| Impact Capital Partners LLC | 0.26% | Add +135.0% | 9,697 | $867K |
| Trust Point Inc. | 0.07% | No change | 9,696 | $867K |
| Uptick Partners, LLC | 0.18% | Add +37.0% | 9,682 | $866K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -13.2% | 9,670 | $865K |
| Gambit Capital Management, LLC | 0.61% | — | 9,569 | $856K |
| Moneta Group Investment Advisors LLC | 0.01% | No change | 9,276 | $830K |
| Horizon Wealth Management, LLC | 0.13% | Reduce -67.6% | 9,272 | $829K |
| Milestones Private Investment Advisors LLC | 0.57% | Reduce -5.1% | 9,256 | $828K |
| Mgo One Seven LLC | 0.02% | Add +5.9% | 9,253 | $827K |
| OneAscent Financial Services LLC | 0.08% | Add +1.8% | 9,229 | $825K |
| First Horizon Corp. | 0.04% | Reduce -0.8% | 9,225 | $825K |
| Midwest Trust Co | 0.01% | Add +5.5% | 9,187 | $822K |
| Centaurus Financial, Inc. | 0.04% | Add +4.0% | 9,125 | $816K |
| Wealthspire Retirement, LLC | 0.05% | Add +6.9% | 9,086 | $813K |
| Collaborative Wealth Managment Inc. | 0.28% | Reduce -12.8% | 8,921 | $798K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +2.2% | 8,855 | $792K |
| Two Sigma Securities, LLC | 0.11% | Reduce -73.0% | 8,825 | $789K |
| Valmark Advisers, Inc. | 0.01% | Add +3.1% | 8,767 | $784K |
| Focused Alpha, LLC | 0.23% | — | 8,715 | $779K |
| Smith, Moore & Co. | 0.06% | Reduce -11.7% | 8,701 | $778K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +111.7% | 8,631 | $772K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $760K |
| Flynn Zito Capital Management, LLC | 0.27% | Reduce -0.5% | 8,420 | $753K |
| Mutual Advisors, LLC | 0.02% | Add +15.3% | 8,252 | $738K |
| National Wealth Management Group, LLC | 0.25% | Add +2.0% | 8,158 | $730K |
| Old National Bancorp | 0.01% | Add +7.7% | 8,036 | $719K |
| Krilogy Financial LLC | 0.02% | Reduce -2.0% | 7,794 | $712K |
| United Community Bank | 0.27% | Add +18.4% | 7,899 | $706K |
| Wealth Management Associates, Inc. | 0.24% | Add +0.1% | 7,807 | $698K |
| Allen Capital Group, LLC | 0.06% | Reduce -0.0% | 7,803 | $698K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.57% | No change | 7,790 | $697K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,762 | $694K |
| Meridian Wealth Management, LLC | 0.02% | Add +24.8% | 7,723 | $691K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.1% | 7,653 | $684K |
| Thrive Wealth Management, LLC | 0.10% | Add +1.9% | 7,618 | $681K |
| Fisher Asset Management | 0.00% | New | 7,547 | $675K |
| NWF Advisory Services Inc. | 0.07% | Add +1.7% | 7,527 | $673K |
| Redwood Family Wealth LLC | 0.66% | — | 7,487 | $670K |
| Outlook Wealth Advisors, LLC | 0.15% | Reduce -2.1% | 7,419 | $664K |
| Hopwood Nicholas Hunter | 0.22% | — | 7,416 | $663K |
| Kondo Wealth Advisors, Inc. | 0.25% | Reduce -2.1% | 7,394 | $661K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 7,378 | $660K |
| Tiaa Trust, National Association | 0.00% | Add +15.3% | 7,363 | $659K |
| Savvy Advisors, Inc. | 0.02% | Add +1.0% | 7,357 | $658K |
| Kingdom Financial Group LLC. | 0.20% | New | 7,134 | $638K |
| truNorth Financial Services, Inc. | 0.69% | — | 7,088 | $634K |
| Biltmore Family Office, LLC | 0.09% | No change | 7,050 | $630K |
| Rothschild Investment LLC | 0.03% | Add +2.8% | 7,029 | $629K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.2% | 7,020 | $628K |
| LRI Investments, LLC | 0.05% | Add +3.6% | 7,016 | $627K |
| CDM Financial Counseling Services, Inc. | 0.59% | — | 6,992 | $625K |
| GW Henssler & Associates Ltd. | 0.03% | Add +0.8% | 6,935 | $620K |
| XTX Topco Ltd | 0.02% | Add +76.2% | 6,931 | $620K |
| Montecito Bank & Trust | 0.10% | No change | 6,921 | $619K |
| 1ST Source Bank | 0.03% | New | 6,803 | $608K |
| Redwood Investment Management, LLC | 0.07% | Add +70.1% | 6,794 | $608K |
| Rockland Trust Co. | 0.02% | New | 6,796 | $608K |
| Signet Financial Management, LLC | 0.07% | Reduce -2.0% | 6,758 | $604K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,489 | $604K |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 6,710 | $600K |
| NorthRock Partners, LLC | 0.01% | Reduce -15.2% | 6,675 | $597K |
| New World Advisors LLC | 0.10% | Add +0.9% | 6,626 | $593K |
| Councilor Wealth, LLC | 0.28% | Add +0.4% | 6,530 | $584K |
| Empirical Asset Management, LLC | 0.16% | Reduce -21.7% | 6,466 | $578K |
| Perennial Investment Advisors, LLC | 0.05% | Add +91.1% | 6,431 | $575K |
| Intellus Advisors LLC | 0.08% | No change | 6,391 | $572K |
| CM Wealth Advisors LLC | 0.13% | Add +33.4% | 6,300 | $563K |
| Deltec Asset Management LLC | 0.09% | No change | 6,300 | $563K |
| GPS Wealth Strategies Group, LLC | 0.48% | Reduce -97.9% | 6,278 | $561K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 6,251 | $559K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -70.6% | 6,159 | $555K |
| Alta Wealth Advisors LLC | 0.19% | Add +2.1% | 6,196 | $554K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.1% | 6,179 | $553K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 6,159 | $551K |
| Calton & Associates, Inc. | 0.08% | New | 6,107 | $546K |
| Kirtland Hills Capital Management, LLC | 0.19% | Add +39.5% | 6,016 | $538K |
| Alpine Woods Capital Investors, LLC | 0.13% | No change | 6,000 | $537K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.4% | 5,983 | $535K |
| StoneX Group Inc. | 0.02% | Add +0.4% | 5,976 | $534K |
| Expressive Wealth LLC | 0.57% | — | 5,878 | $526K |
| Detalus Advisors, LLC | 0.13% | Add +1.4% | 5,872 | $525K |
| Apollon Financial, LLC | 0.08% | Reduce -0.4% | 5,871 | $525K |
| Interactive Financial Advisors, Inc. | 0.34% | Reduce -8.7% | 5,860 | $524K |
| Cordatus Wealth Management LLC | 0.12% | No change | 5,822 | $521K |
| Covenant Asset Management, LLC | 0.10% | Reduce -0.2% | 5,815 | $520K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.5% | 5,789 | $518K |
| DAVENPORT & Co LLC | 0.00% | Add +17.2% | 5,727 | $512K |
| VeraBank, N.A. | 0.09% | Reduce -0.4% | 5,687 | $509K |
| MWA Asset Management | 0.28% | Reduce -2.3% | 5,686 | $509K |
| Capital Analysts, LLC | 0.01% | Reduce -22.8% | 5,641 | $505K |
| Future Financial Wealth Managment LLC | 0.34% | Add +0.0% | 5,590 | $500K |
| Fox Financial, Inc | 0.40% | Reduce -0.2% | 5,554 | $497K |
| Clark Asset Management, LLC | 0.05% | No change | 5,523 | $494K |
| PDS Planning, Inc | 0.03% | No change | 5,510 | $493K |
| Trilogy Capital Inc. | 0.02% | Reduce -2.1% | 5,465 | $489K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $484K |
| Leelyn Smith, LLC | 0.07% | No change | 5,402 | $483K |
| TritonPoint Partners, LLC | 0.25% | — | 5,319 | $476K |
| Inspire Advisors, LLC | 0.04% | Reduce -3.9% | 5,311 | $475K |
| Friday Financial | 0.17% | No change | 5,300 | $474K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -5.4% | 5,265 | $471K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +0.9% | 5,234 | $468K |
| First National Bank Sioux Falls | 0.14% | Add +0.4% | 5,165 | $462K |
| SageView Advisory Group, LLC | 0.02% | Reduce -30.6% | 5,162 | $462K |
| IRON Financial LLC | 0.21% | Reduce -9.7% | 5,131 | $459K |
| Klingman & Associates, LLC | 0.02% | Reduce -30.3% | 5,129 | $459K |
| Claro Advisors Inc. | 0.06% | Reduce -54.7% | 5,122 | $458K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -14.3% | 5,117 | $458K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -5.2% | 5,088 | $455K |
| Cidel Asset Management Inc. | 0.03% | Reduce -1.1% | 5,080 | $454K |
| Legacy Private Trust Co. | 0.03% | No change | 5,031 | $450K |
| Sykon Capital LLC | 0.14% | Add +19.9% | 5,026 | $449K |
| Hardy Reed LLC | 0.03% | Reduce -20.6% | 4,986 | $446K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $445K |
| HRT Financial LP | 0.00% | Reduce -60.4% | 4,965 | $444K |
| World Equity Group, Inc. | 0.12% | No change | 4,933 | $441K |
| Objective Capital Management, LLC | 0.45% | Add +0.4% | 4,897 | $438K |
| Independent Advisor Alliance | 0.01% | Add +6.6% | 4,835 | $432K |
| Global Strategic Investment Solutions, LLC | 0.04% | Reduce -4.6% | 4,825 | $431K |
| REAP Financial Group, LLC | 0.09% | Reduce -1.0% | 4,823 | $431K |
| Breachway Investments LLC | 0.45% | — | 4,820 | $431K |
| L & S Advisors Inc | 0.04% | No change | 4,813 | $430K |
| Clarus Group, Inc. | 0.15% | No change | 4,806 | $430K |
| ATLas Financial Planning LLC | 0.42% | — | 4,800 | $429K |
| Scotia Capital Inc. | 0.00% | Add +6.4% | 4,692 | $420K |
| Avior Wealth Management, LLC | 0.01% | No change | 4,667 | $417K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.8% | 4,609 | $412K |
| Bluesphere Advisors LLC | 0.18% | No change | 4,595 | $411K |
| Fifth Third Securities, Inc. | 0.03% | Add +0.1% | 4,578 | $409K |
| Triangle Securities Wealth Management | 0.09% | No change | 4,545 | $406K |
| Hall Capital Management Co. Inc. | 0.16% | No change | 4,543 | $406K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 4,536 | $406K |
| Visionary Wealth Advisors | 0.02% | No change | 4,530 | $405K |
| Signal Advisors Wealth, LLC | 0.03% | Add +10.2% | 4,523 | $405K |
| Arax Advisory Partners | 0.01% | New | 4,521 | $404K |
| Waterfront Wealth Inc. | 0.08% | No change | 4,405 | $402K |
| LongView Wealth Management | 0.10% | Add +3.0% | 4,394 | $402K |
| Swmg, LLC | 0.11% | Add +1.7% | 4,251 | $396K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,400 | $393K |
| Blue Trust, Inc. | 0.00% | Add +681.5% | 4,392 | $393K |
| Gallacher Capital Management LLC | 0.15% | No change | 4,387 | $392K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.3% | 4,376 | $391K |
| Redwood Financial Network Corp | 0.25% | Reduce -51.0% | 4,371 | $391K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -4.0% | 4,363 | $390K |
| Regent Peak Wealth Advisors LLC | 0.08% | Reduce -2.6% | 4,257 | $381K |
| Somerville Kurt F | 0.06% | Reduce -5.6% | 4,250 | $380K |
| Lantern Wealth Advisors, LLC | 0.20% | Reduce -16.3% | 4,230 | $378K |
| Kilter Group LLC | 0.17% | No change | 4,219 | $377K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,208 | $376K |
| PFG Investments, LLC | 0.02% | Add +8.4% | 4,204 | $376K |
| Principal Securities, Inc. | 0.01% | No change | 4,115 | $368K |
| Meitav Investment House Ltd. | 0.00% | Reduce -13.9% | 4,093 | $365K |
| Safeguard Investment Advisory Group, LLC | 0.09% | New | 4,081 | $365K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | Add +0.0% | 4,071 | $364K |
| Stephens Inc. | 0.00% | Add +25.5% | 4,075 | $364K |
| Farrell Financial LLC | 0.21% | Add +2.9% | 4,041 | $361K |
| Spectrum Wealth Advisory Group, LLC | 0.13% | Reduce -2.3% | 3,872 | $346K |
| Northstar Financial Companies, Inc. | 0.27% | Add +0.4% | 3,851 | $344K |
| Cibc World Market Inc. | 0.00% | Add +12.5% | 3,833 | $343K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,796 | $339K |
| Prasad Wealth Partners, LLC | 0.09% | Reduce -2.6% | 3,791 | $339K |
| Commonwealth Retirement Investments LLC | 0.11% | New | 3,779 | $338K |
| Third View Private Wealth, LLC | 0.05% | — | 3,759 | $336K |
| Philadelphia Trust Co. | 0.02% | No change | 3,757 | $336K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | No change | 3,700 | $331K |
| Pictet North America Advisors SA | 0.03% | Add +21.5% | 3,646 | $326K |
| Tranquility Partners, LLC | 0.12% | Reduce -0.4% | 3,638 | $325K |
| Clearview Wealth Advisors LLC | 0.20% | Add +37.7% | 3,613 | $323K |
| Novare Capital Management LLC | 0.02% | No change | 3,605 | $322K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.0% | 3,577 | $320K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 3,518 | $315K |
| Embree Financial Group | 0.04% | New | 3,488 | $312K |
| Cozad Asset Management Inc. | 0.02% | Reduce -17.5% | 3,445 | $308K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $304K |
| Carnegie Investment Counsel | 0.01% | Add +0.4% | 3,377 | $302K |
| Brookwood Investment Group LLC | 0.04% | No change | 3,370 | $301K |
| Drucker Wealth 3.0, LLC | 0.05% | No change | 3,337 | $298K |
| Weaver Consulting Group | 0.07% | No change | 3,332 | $298K |
| Creative Financial Designs Inc. | 0.02% | Reduce -4.1% | 3,285 | $294K |
| AlphaStar Capital Management, LLC | 0.02% | New | 3,277 | $293K |
| Seelaus Asset Management LLC | 0.24% | Reduce -4.4% | 3,276 | $293K |
| Ballast Rock Private Wealth LLC | 0.18% | — | 3,268 | $292K |
| Hilltop Holdings Inc. | 0.02% | Add +6.8% | 3,241 | $290K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -19.8% | 3,231 | $289K |
| FSA Advisors, Inc. | 0.20% | New | 3,197 | $286K |
| Insigneo Advisory Services, LLC | 0.02% | New | 3,186 | $285K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -1.5% | 3,178 | $284K |
| Empowered Funds, LLC | 0.00% | New | 3,165 | $283K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,110 | $283K |
| Breakwater Investment Management | 0.10% | No change | 3,162 | $283K |
| Pacific Financial Group Inc. | 0.16% | New | 3,139 | $281K |
| Ameritas Advisory Services, LLC | 0.01% | Add +48.4% | 3,138 | $281K |
| Capital Investment Advisors, LLC | 0.00% | No change | 3,116 | $279K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,080 | $275K |
| Cascades Capital Asset Management, LLC | 0.12% | Reduce -32.9% | 3,060 | $274K |
| WPWealth LLP | 0.04% | No change | 3,035 | $271K |
| Trust Co. of Toledo NA | 0.03% | Reduce -9.4% | 2,988 | $267K |
| Ritholtz Wealth Management | 0.00% | Add +31.5% | 2,971 | $266K |
| OneAscent Family Office, LLC | 0.18% | Reduce -15.8% | 2,958 | $265K |
| Fidelis Capital Partners, LLC | 0.02% | Add +17.1% | 2,925 | $262K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,905 | $260K |
| Prepared Retirement Institute LLC | 0.13% | No change | 2,896 | $259K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,893 | $259K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | Reduce -0.5% | 2,851 | $255K |
| apricus wealth, LLC | 0.13% | No change | 2,850 | $255K |
| Asset Dedication, LLC | 0.02% | Add +1.1% | 2,849 | $255K |
| Pathstone Holdings, LLC | 0.00% | Reduce -62.2% | 2,816 | $252K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -7.0% | 2,804 | $251K |
| OMNI 360 Wealth, Inc. | 0.13% | Add +2.5% | 2,739 | $249K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.2% | 2,712 | $243K |
| McAlister, Sweet & Associates, Inc. | 0.18% | No change | 2,700 | $241K |
| Capital Management Corp. | 0.04% | No change | 2,700 | $241K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.4% | 2,692 | $241K |
| Whittier Trust Co. | 0.00% | Add +0.0% | 2,655 | $241K |
| ZEGA Investments, LLC | 0.05% | New | 2,670 | $239K |
| Roundview Capital LLC | 0.01% | New | 2,653 | $237K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -2.6% | 2,617 | $234K |
| Breakwater Capital Group | 0.03% | Reduce -0.7% | 2,569 | $230K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 2,562 | $229K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,562 | $229K |
| Park Place Capital Corp | 0.05% | Add +0.3% | 2,546 | $228K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $227K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,523 | $226K |
| Signaturefd, LLC | 0.00% | No change | 2,504 | $224K |
| Citigroup Inc. | 0.00% | Reduce -77.2% | 2,504 | $224K |
| Atlas Wealth LLC | 0.09% | No change | 2,492 | $223K |
| Tucker Asset Management LLC | 0.06% | No change | 2,481 | $222K |
| Facet Wealth, Inc. | 0.00% | New | 2,429 | $222K |
| Oakmont Investment Advisors, Inc. | 0.16% | — | 2,456 | $220K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 2,443 | $218K |
| Colter Lewis Investment Partners LLC | 0.25% | — | 2,401 | $215K |
| Freestone Capital Holdings, LLC | 0.01% | New | 2,400 | $215K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,358 | $211K |
| Kovack Advisors, Inc. | 0.01% | New | 2,356 | $211K |
| Annex Advisory Services, LLC | 0.00% | No change | 2,355 | $211K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $210K |
| Invesco Ltd. | 0.00% | Reduce -11.1% | 2,328 | $208K |
| Stewardship Concepts Financial Services LLC | 0.18% | — | 2,323 | $208K |
| Retirement Investment Advisors, Inc. | 0.02% | No change | 2,321 | $208K |
| Vigil Wealth Management, LLC | 0.17% | — | 2,307 | $206K |
| Gilbert Capital Group, Inc. | 0.15% | New | 2,284 | $204K |
| Financial Advisors Network, Inc. | 0.03% | No change | 2,278 | $204K |
| Ipswich Investment Management Co., Inc. | 0.05% | No change | 2,270 | $203K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.8% | 2,246 | $201K |
| Quattro Advisors LLC | 0.16% | — | 2,174 | $194K |
| Harbor Asset Planning, Inc. | 0.16% | Add +0.4% | 2,127 | $190K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,125 | $190K |
| Scarborough Advisors, LLC | 0.03% | Add +0.3% | 1,890 | $169K |
| Coastline Trust Co | 0.01% | Add +6.5% | 1,724 | $154K |
| Key Financial Inc | 0.03% | No change | 1,706 | $153K |
| GAMMA Investing LLC | 0.01% | Add +6.8% | 1,630 | $146K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $140K |
| CNB Bank | 0.06% | No change | 1,563 | $140K |
| Laurel Wealth Advisors LLC | 0.02% | New | 1,418 | $127K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,391 | $124K |
| Independence Bank of Kentucky | 0.02% | No change | 1,371 | $123K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.5% | 1,350 | $121K |
| Wellington-Altus USA Inc. | 0.09% | — | 1,331 | $119K |
| Piscataqua Savings Bank | 0.08% | No change | 1,300 | $116K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,296 | $116K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,275 | $114K |
| Clearstead Trust, LLC | 0.02% | Reduce -0.1% | 1,266 | $113K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $109K |
| Navigoe, LLC | 0.07% | No change | 1,194 | $106K |
| Addison Advisors LLC | 0.02% | No change | 1,175 | $105K |
| 2UniFi Bank | 0.04% | No change | 1,030 | $92K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,027 | $92K |
| Operose Advisors LLC | 0.02% | Add +27.6% | 1,013 | $91K |
| Root Financial Partners, LLC | 0.00% | Add +7.9% | 884 | $79K |
| Holos Integrated Wealth LLC | 0.04% | No change | 869 | $78K |
| Bokf, NA | 0.00% | No change | 837 | $75K |
| Evolution Wealth Management Inc. | 0.06% | Add +65.2% | 836 | $75K |
| Parallel Advisors, LLC | 0.00% | No change | 830 | $74K |
| American National Bank & Trust | 0.01% | Reduce -15.3% | 787 | $70K |
| Tidemark, LLC | 0.02% | No change | 755 | $68K |
| SJS Investment Consulting Inc. | 0.01% | Add +230.5% | 747 | $67K |
| AdvisorNet Financial, Inc | 0.00% | No change | 747 | $67K |
| Keystone Financial Group, Inc. | 0.03% | Add +0.4% | 743 | $66K |
| International Assets Investment Management, LLC | 0.00% | New | 717 | $64K |
| Nova Wealth Management, Inc. | 0.04% | Reduce -45.4% | 667 | $60K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 637 | $57K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 600 | $54K |
| Newton One Investments LLC | 0.02% | No change | 595 | $53K |
| Cheviot Value Management, LLC | 0.01% | No change | 571 | $52K |
| Assetmark, Inc. | 0.00% | Add +37.7% | 555 | $50K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 525 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -40.5% | 515 | $46K |
| Sound Income Strategies, LLC | 0.00% | Add +235.7% | 480 | $44K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 484 | $43K |
| Stone House Investment Management, LLC | 0.01% | New | 483 | $43K |
| Bogart Wealth, LLC | 0.00% | Add +0.4% | 457 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 440 | $39K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $37K |
| Optima Capital LLC | 0.02% | New | 411 | $37K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $36K |
| Integrity Financial Corp | 0.02% | Reduce -16.3% | 385 | $34K |
| Versant Capital Management, Inc | 0.00% | No change | 381 | $34K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 363 | $32K |
| Covestor Ltd | 0.02% | Add +2.0% | 357 | $32K |
| Cetera Trust Company, N.A | 0.02% | New | 347 | $31K |
| Bfsg, LLC | 0.00% | No change | 317 | $28K |
| S&T Bank | 0.01% | No change | 316 | $28K |
| Tsfg, LLC | 0.00% | Reduce -8.6% | 308 | $28K |
| LM Advisors LLC | 0.10% | Reduce -90.5% | 2,365 | $26K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 268 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $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 |
| Trust Co. of Vermont | 0.00% | Reduce -21.7% | 231 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 227 | $20K |
| Spire Wealth Management | 0.00% | No change | 226 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 224 | $20K |
| Pursuit Wealth Strategies, LLC | 0.03% | — | 200 | $18K |
| Fairman Group, LLC | 0.01% | Reduce -60.0% | 200 | $18K |
| Obsidian Cio, LLC | 0.03% | Reduce -92.1% | 200 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 192 | $17K |
| Rossby Financial, LCC | 0.01% | Add +12.5% | 189 | $17K |
| Bangor Savings Bank | 0.00% | No change | 180 | $16K |
| Bare Financial Services, Inc | 0.00% | New | 155 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +9.2% | 142 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $12K |
| Vision Retirement, LLC | 0.00% | — | 118 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 110 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 113 | $10K |
| Joseph Group Capital Management | 0.00% | Reduce -7.8% | 107 | $10K |
| NBT Bank, N.A. | 0.00% | New | 89 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $9K |
| Costello Asset Management, INC | 0.00% | Reduce -19.1% | 102 | $9K |
| SHP Wealth Management | 0.00% | — | 100 | $9K |
| St Germain D J Co. Inc. | 0.00% | Reduce -50.0% | 100 | $9K |
| CENTRAL TRUST Co | 0.00% | No change | 88 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 87 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| JNBA Financial Advisors | 0.00% | New | 80 | $7K |
| Estate Planners Group, LLC | 0.00% | — | 75 | $7K |
| Davis Capital Management | 0.00% | No change | 56 | $5K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 55 | $5K |
| Crewe Advisors LLC | 0.00% | Reduce -40.0% | 54 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 50 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 41 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Bayban | 0.00% | — | 36 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 32 | $3K |
| Trust Co | 0.00% | New | 29 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -45.6% | 25 | $2K |
| Abound Financial, LLC | 0.00% | New | 15 | $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.