Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q1 2026 (March 31)773holders +2
44new positions
48sold out
3famous investors
$87.89avg. 13F price*
At the end of Q1 2026, 773 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 2 from Q4 2025. 44 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.0B), PNC Financial Services Group, Inc. ($1.0B) and LPL Financial LLC ($1.0B). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $75.0M |
| Exits | 48 | $77.9M |
All 13F filers, Q4 2025 → Q1 2026: 5,491,447 shares bought and 7,274,757 shares sold, net −1,783,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| Bank of America Corp. | 0.08% | Reduce -1.8% | 11,704,650 | $1.0B |
| PNC Financial Services Group, Inc. | 0.59% | Reduce -5.0% | 11,696,187 | $1.0B |
| LPL Financial LLC | 0.27% | Reduce -5.7% | 11,527,081 | $1.0B |
| Morgan Stanley | 0.05% | Add +5.6% | 8,988,724 | $789.6M |
| Hamilton Capital, LLC | 32.86% | Add +4.5% | 7,220,684 | $634.3M |
| Ameriprise Financial Inc. | 0.14% | Reduce -2.8% | 6,841,705 | $601.0M |
| Raymond James Financial Inc. | 0.09% | Add +0.8% | 3,440,502 | $302.2M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.3% | 2,832,094 | $248.8M |
| UBS Group AG | 0.04% | Add +3.3% | 2,766,363 | $243.0M |
| Cetera Investment Advisers | 0.24% | Add +5.7% | 2,589,945 | $227.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -8.2% | 2,157,249 | $189.5M |
| Wells Fargo & Company | 0.03% | Reduce -1.7% | 1,654,013 | $145.3M |
| Royal Bank of Canada | 0.03% | Reduce -6.8% | 1,507,750 | $132.4M |
| Private Advisor Group, LLC | 0.58% | Reduce -0.8% | 1,407,611 | $123.6M |
| Focus Partners Wealth | 0.13% | Reduce -2.9% | 1,319,213 | $115.9M |
| Larson Financial Group LLC | 3.42% | Add +19.6% | 1,215,864 | $106.8M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +6.0% | 1,149,149 | $100.9M |
| Prime Capital Investment Advisors, LLC | 1.10% | Reduce -29.7% | 1,079,247 | $94.8M |
| Waddell & Associates, LLC | 5.09% | Add +3.6% | 1,026,457 | $90.2M |
| Stratos Investment Management, LLC | 3.31% | Add +1.6% | 940,629 | $82.6M |
| Clearwater Capital Advisors, LLC | 6.59% | Add +3.4% | 930,174 | $81.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -10.0% | 927,276 | $81.5M |
| Bouchey Financial Group, Ltd. | 5.82% | Add +0.2% | 874,519 | $79.4M |
| Fifth Third Bancorp | 0.14% | Add +12667.4% | 856,692 | $75.3M |
| RVW Wealth, LLC | 5.68% | Add +0.8% | 829,962 | $72.9M |
| Glassman Wealth Services | 9.71% | Reduce -3.4% | 813,128 | $71.4M |
| Kestra Advisory Services, LLC | 0.26% | Add +0.5% | 770,424 | $67.7M |
| Captrust Financial Advisors | 0.12% | Reduce -0.1% | 761,831 | $66.9M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -35.2% | 723,634 | $63.6M |
| Legacy Financial Advisors, Inc. | 8.87% | Reduce -11.7% | 722,416 | $63.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -41.5% | 716,773 | $63.1M |
| Bluespring Wealth Management, LLC | 5.43% | Add +1.9% | 717,040 | $63.0M |
| Independent Advisor Alliance | 0.63% | Add +13651.4% | 664,879 | $58.4M |
| IAM Advisory, LLC | 13.06% | Add +0.3% | 663,745 | $58.3M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 657,804 | $56.3M |
| Equitable Holdings, Inc. | 0.35% | Reduce -24.1% | 614,688 | $55.0M |
| Lido Advisors, LLC | 0.21% | Reduce -3.7% | 606,427 | $53.3M |
| Prestige Wealth Management Group LLC | 10.41% | Reduce -3.2% | 603,626 | $53.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -8.9% | 597,611 | $52.5M |
| Mariner, LLC | 0.06% | Add +3.0% | 581,216 | $51.1M |
| Beacon Financial Group | 5.04% | Reduce -0.6% | 574,692 | $50.5M |
| Spinnaker Investment Group, LLC | 10.17% | Reduce -7.8% | 568,471 | $49.9M |
| HighPoint Advisor Group LLC | 2.09% | Add +23.7% | 568,241 | $49.9M |
| NewEdge Advisors, LLC | 0.18% | Add +6.6% | 561,239 | $49.3M |
| SkyView Investment Advisors, LLC | 6.31% | Add +1.1% | 533,930 | $46.9M |
| Cwm, LLC | 0.12% | Reduce -2.2% | 527,285 | $46.3M |
| Connable Office Inc. | 4.51% | Add +12.7% | 522,039 | $45.9M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +27.9% | 520,236 | $45.7M |
| Schorn Wealth LLC | 13.61% | Reduce -8.3% | 513,030 | $45.1M |
| Glen Eagle Advisors, LLC | 6.28% | Reduce -0.9% | 510,077 | $44.8M |
| OneDigital Investment Advisors LLC | 0.44% | Add +0.1% | 509,821 | $44.8M |
| Duncan Williams Asset Management, LLC | 12.37% | Reduce -3.0% | 507,774 | $44.6M |
| One Capital Management, LLC | 1.20% | Reduce -3.5% | 498,699 | $43.8M |
| Intrua Financial, LLC | 4.67% | Add +3.0% | 497,887 | $43.7M |
| Stifel Financial Corp. | 0.04% | Add +2.3% | 490,870 | $43.1M |
| BCM Advisors, LLC | 7.19% | Reduce -1.4% | 390,211 | $36.5M |
| Kestra Private Wealth Services, LLC | 0.45% | Reduce -0.6% | 411,010 | $36.1M |
| Resolute Capital, LLC | 14.58% | Add +5.6% | 409,789 | $36.0M |
| IFP Advisors, Inc | 0.74% | Add +4.1% | 406,724 | $35.7M |
| Serenus Wealth Advisors, LLC | 6.98% | Add +4.3% | 398,649 | $35.0M |
| Team Financial Group, LLC | 15.62% | Add +1.0% | 391,711 | $34.4M |
| Savant Capital, LLC | 0.17% | Reduce -5.2% | 390,416 | $34.3M |
| Taiyo Life Insurance Co. | 3.78% | Reduce -25.7% | 390,000 | $34.3M |
| Aspire Capital Advisors LLC | 7.51% | Add +3.1% | 379,846 | $33.4M |
| Howard Financial Services, LTD. | 3.71% | Add +7.5% | 375,339 | $33.0M |
| NewEdge Wealth, LLC | 0.38% | Reduce -4.4% | 366,729 | $32.2M |
| Sanchez Wealth Management Group | 6.94% | Add +1.5% | 365,552 | $32.1M |
| Jones Financial Companies LLLP | 0.01% | Add +8.1% | 358,819 | $30.8M |
| Belpointe Asset Management LLC | 1.07% | Add +1.3% | 332,954 | $29.2M |
| Per Stirling Capital Management, LLC. | 3.19% | Reduce -1.8% | 328,365 | $28.8M |
| Choice Wealth Advisors LLC | 11.31% | Add +1.7% | 327,972 | $28.8M |
| Modern Wealth Management, LLC | 0.49% | Add +4.0% | 322,088 | $28.4M |
| Pinnacle Associates Ltd. | 0.36% | Add +5.3% | 318,370 | $28.0M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -4.5% | 317,691 | $27.9M |
| Cerity Partners LLC | 0.04% | Reduce -5.7% | 316,695 | $27.8M |
| Stenger Family Office, LLC | 4.77% | New | 307,503 | $27.0M |
| TigerOak Management, L.L.C. | 8.20% | Reduce -0.7% | 296,463 | $26.0M |
| Winthrop Advisory Group LLC | 2.11% | Add +15.4% | 294,509 | $25.9M |
| LVM Capital Management Ltd. | 2.38% | Add +0.9% | 287,570 | $25.3M |
| Amplius Wealth Advisors, LLC | 2.08% | Add +10.7% | 283,428 | $24.9M |
| MML Investors Services, LLC | 0.07% | Reduce -13.2% | 282,700 | $24.8M |
| Western Wealth Management, LLC | 0.93% | Add +24.1% | 277,773 | $24.4M |
| Concurrent Investment Advisors, LLC | 0.26% | Reduce -22.4% | 272,557 | $23.9M |
| Truist Financial Corp. | 0.03% | Reduce -9.4% | 269,078 | $23.6M |
| CVFG LLC | 2.91% | New | 266,242 | $23.4M |
| HB Wealth Management, LLC | 0.15% | Reduce -2.1% | 263,766 | $23.2M |
| SK Wealth Management, LLC | 6.34% | Reduce -5.2% | 258,309 | $22.8M |
| Cresta Advisors, Ltd. | 8.70% | Add +7.4% | 241,906 | $21.2M |
| Tudor Investment Corporation | 0.11% | Add +737.3% | 237,640 | $20.9M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -3.9% | 236,963 | $20.8M |
| ACT Advisors, LLC. | 8.75% | Add +2.0% | 234,126 | $20.6M |
| D.A. Davidson & Co. | 0.12% | Add +1.9% | 232,570 | $20.4M |
| Compass Financial Services Inc | 8.66% | Reduce -30.1% | 227,624 | $20.0M |
| Columbia Advisory Partners LLC | 12.70% | Reduce -13.8% | 226,430 | $19.9M |
| MOR Wealth Management, LLC | 8.88% | Add +4.0% | 220,333 | $19.4M |
| Creative Planning | 0.01% | Add +0.8% | 219,348 | $19.3M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -15.8% | 217,227 | $19.1M |
| CRA Financial Services, LLC | 2.48% | Add +12.4% | 217,078 | $19.1M |
| Atria Investments, Inc | 0.21% | Reduce -26.9% | 209,339 | $18.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.25% | Add +5.3% | 207,969 | $18.3M |
| Boyce & Associates Wealth Consulting, Inc. | 13.51% | Add +5.2% | 203,008 | $17.8M |
| Eagle Wealth Strategies LLC | 7.71% | Add +1.9% | 200,179 | $17.6M |
| Townsend Asset Management Corp. /NC/ | 6.28% | Add +2.8% | 197,697 | $17.4M |
| Hengehold Capital Management LLC | 1.48% | Add +1.6% | 193,500 | $17.0M |
| Curi Capital, LLC | 0.30% | Add +0.2% | 193,059 | $17.0M |
| Heck Capital Advisors, LLC | 1.21% | Reduce -0.1% | 186,058 | $16.3M |
| Focus Financial Network, Inc. | 0.56% | Add +1.1% | 177,659 | $15.6M |
| Gateway Wealth Partners, LLC | 0.61% | Add +96.7% | 177,509 | $15.6M |
| Smartleaf Asset Management LLC | 0.56% | Reduce -12.9% | 180,457 | $15.5M |
| Mb, Levis & Associates, LLC | 6.39% | Add +0.6% | 174,355 | $15.3M |
| Main Street Financial Solutions, LLC | 1.11% | Reduce -12.5% | 173,014 | $15.2M |
| Solano Wealth Investment Advisors LLC | 7.25% | Add +2.0% | 165,524 | $14.5M |
| Lauer Wealth, LLC | 11.37% | Reduce -0.3% | 156,981 | $14.2M |
| TopTier Wealth Management, LLC | 8.55% | Add +4.4% | 158,400 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -28.9% | 157,328 | $13.8M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -16.7% | 151,687 | $13.3M |
| Oxinas Partners, LLC | 5.87% | Add +2.8% | 146,342 | $12.9M |
| CGN Advisors LLC | 1.01% | Add +0.6% | 145,669 | $12.8M |
| United Advisor Group, LLC | 1.53% | Add +1.4% | 140,238 | $12.3M |
| Williams Financial, LLC | 7.12% | Reduce -0.6% | 139,329 | $12.2M |
| Gaddis Premier Wealth Advisors LLC | 8.79% | Add +2.6% | 135,309 | $11.9M |
| Avidian Wealth Enterprises, LLC | 0.38% | Add +5.4% | 135,254 | $11.9M |
| TD Capital Management LLC | 1.06% | Reduce -0.5% | 133,853 | $11.8M |
| IAG Wealth Partners, LLC | 1.25% | Add +2.6% | 127,643 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.89% | Reduce -0.8% | 123,241 | $10.8M |
| Wealthspire Advisors, LLC | 0.09% | Add +0.8% | 123,167 | $10.8M |
| Foundations Investment Advisors, LLC | 0.13% | Add +18.9% | 121,807 | $10.7M |
| World Investment Advisors | 0.17% | Reduce -1.2% | 121,030 | $10.6M |
| Darrow Company, Inc. | 4.76% | Add +4.6% | 120,485 | $10.6M |
| Pension & Wealth Management Advisors, Inc. | 3.13% | Add +1.5% | 120,050 | $10.5M |
| Marshall & Sterling Wealth Advisors Inc. | 6.86% | Add +3.1% | 119,404 | $10.5M |
| Alpha Zero LLC | 5.24% | Add +4.1% | 117,853 | $10.4M |
| MBA Advisors LLC | 3.95% | Add +5.0% | 117,076 | $10.3M |
| Wealthcare Advisory Partners LLC | 0.20% | Reduce -2.6% | 116,174 | $10.2M |
| Retirement Planning Group, LLC | 0.32% | Reduce -0.5% | 115,736 | $10.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -14.2% | 114,560 | $10.1M |
| Capital Planning Advisors, LLC | 1.45% | Add +2.0% | 114,118 | $10.0M |
| Avant Capital LLC | 6.91% | Add +0.2% | 111,860 | $9.8M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -3.0% | 108,637 | $9.5M |
| Rothschild Wealth LLC | 0.84% | Add +4.3% | 106,321 | $9.3M |
| Journey Advisory Group, LLC | 0.80% | Reduce -12.1% | 105,557 | $9.3M |
| VestGen Advisors, LLC | 0.26% | Reduce -22.1% | 97,143 | $9.2M |
| Wilmington Savings Fund Society, FSB | 0.22% | Reduce -0.3% | 104,620 | $9.2M |
| Flagship Harbor Advisors, LLC | 0.40% | Reduce -8.9% | 104,374 | $9.2M |
| Certuity, LLC | 0.60% | Reduce -19.8% | 104,243 | $9.2M |
| Fiduciary Group, LLC | 0.76% | Add +3.9% | 100,871 | $8.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +241.4% | 100,828 | $8.9M |
| Founders Financial Alliance, LLC | 1.53% | Add +3.5% | 96,363 | $8.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -10.3% | 94,746 | $8.3M |
| Ascentis Independent Advisors | 0.63% | Add +238.8% | 94,093 | $8.3M |
| Prosperity Consulting Group, LLC | 0.36% | Reduce -5.3% | 91,948 | $8.1M |
| &partners | 0.04% | Add +4.5% | 89,988 | $7.9M |
| Nvest Wealth Strategies, Inc. | 5.55% | Add +0.3% | 89,773 | $7.9M |
| Horizon Investments, LLC | 0.09% | Add +106.7% | 89,238 | $7.8M |
| Merit Financial Group, LLC | 0.06% | Reduce -14.1% | 89,101 | $7.8M |
| Latko Wealth Management, Ltd. | 3.77% | Add +14.4% | 88,125 | $7.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 86,701 | $7.6M |
| Gray Private Wealth, LLC | 3.82% | Add +2.0% | 86,579 | $7.6M |
| Ethos Financial Group, LLC | 0.55% | New | 85,737 | $7.5M |
| Albion Financial Group | 0.48% | Reduce -0.0% | 85,279 | $7.5M |
| PMG Wealth Management, Inc. | 5.36% | Add +0.4% | 84,537 | $7.4M |
| Riverbend Wealth Management, LLC | 4.59% | Add +4.0% | 84,112 | $7.4M |
| Lodestar Private Asset Management LLC | 0.71% | Reduce -1.7% | 81,600 | $7.2M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -14.0% | 78,907 | $7.0M |
| Brown Advisory Inc. | 0.01% | Add +2.9% | 76,325 | $6.7M |
| Golden State Wealth Management, LLC | 0.73% | Reduce -38.4% | 75,772 | $6.7M |
| White Pine Investment CO | 1.51% | Add +3.0% | 74,032 | $6.5M |
| Ancora Advisors LLC | 0.14% | Reduce -9.9% | 73,818 | $6.5M |
| IHT Wealth Management, LLC | 0.15% | Reduce -29.1% | 73,545 | $6.5M |
| Axis Wealth Partners, LLC | 3.37% | Add +0.5% | 72,162 | $6.3M |
| Corient Private Wealth LP | 0.01% | Reduce -8.5% | 73,709 | $6.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -5.2% | 70,737 | $6.2M |
| FMR LLC | 0.00% | Add +23.9% | 70,224 | $6.2M |
| Cpwa, LLC | 7.37% | — | 64,897 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +2.3% | 70,172 | $6.2M |
| FFG Retirement Advisors LLC | 3.59% | Add +2.6% | 70,126 | $6.2M |
| Capital Investment Advisory Services, LLC | 0.42% | Reduce -0.0% | 66,263 | $5.8M |
| Clear Creek Financial Management, LLC | 0.44% | Add +40.0% | 65,585 | $5.8M |
| Prospera Financial Services Inc | 0.09% | Reduce -24.0% | 64,192 | $5.6M |
| Melone Private Wealth, LLC | 2.30% | Add +1.9% | 64,100 | $5.6M |
| Perryman Financial Advisory Inc. | 0.84% | Add +1.6% | 63,806 | $5.6M |
| Oppenheimer & Co. Inc. | 0.07% | Add +0.7% | 63,729 | $5.6M |
| Lanark Financial, Inc. | 0.42% | Add +7.7% | 63,186 | $5.6M |
| Flagship Wealth Advisors, LLC | 2.32% | Reduce -20.1% | 64,346 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -0.6% | 60,202 | $5.3M |
| Grey Ledge Advisors, LLC | 1.19% | Add +12.0% | 60,023 | $5.3M |
| Kraft, Davis & Associates, LLC | 1.12% | Reduce -14.1% | 56,023 | $5.3M |
| Hobbs Group Advisors, LLC | 1.57% | Reduce -1.6% | 59,790 | $5.3M |
| Glenmede Trust Co. NA | 0.03% | Add +2.4% | 58,892 | $5.2M |
| Eaton Financial Holdings Company, LLC | 1.68% | Reduce -52.7% | 58,442 | $5.1M |
| Park Avenue Securities LLC | 0.04% | Add +1.3% | 58,293 | $5.1M |
| Cahill Financial Advisors Inc. | 0.55% | Reduce -1.9% | 58,165 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -13.3% | 56,400 | $5.0M |
| Meridian Financial Advisors, LLC | 2.70% | Add +14.3% | 56,263 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +5.0% | 56,212 | $4.9M |
| SeaCrest Wealth Management, LLC | 0.53% | Reduce -2.1% | 55,880 | $4.9M |
| Roof Eidam Maycock Peralta, LLC | 1.12% | Reduce -0.0% | 55,581 | $4.9M |
| Premier Private Wealth Management LLC | 4.96% | Reduce -30.0% | 53,555 | $4.7M |
| JT Stratford LLC | 0.60% | Add +2.5% | 53,499 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.4% | 53,134 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -8.8% | 53,023 | $4.7M |
| Dickmeyer Boyce Financial Management, Inc. | 2.73% | — | 52,813 | $4.6M |
| Burns Matteson Capital Management, LLC | 1.79% | Add +0.7% | 52,295 | $4.6M |
| Catalina Capital Group, LLC | 2.80% | Reduce -0.4% | 51,910 | $4.6M |
| Choreo, LLC | 0.06% | Reduce -0.1% | 51,280 | $4.5M |
| Fermata Advisors, LLC | 1.00% | Reduce -11.0% | 50,634 | $4.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +8.4% | 50,044 | $4.4M |
| Advisory Services Network, LLC | 0.06% | Reduce -20.2% | 49,986 | $4.4M |
| Crux Wealth Advisors | 1.67% | Reduce -1.3% | 49,501 | $4.3M |
| Haverford Trust Co | 0.04% | Add +14.3% | 49,145 | $4.3M |
| Summit Financial, LLC | 0.05% | Add +13.4% | 49,016 | $4.3M |
| First National Trust Co | 0.15% | Reduce -12.4% | 48,687 | $4.3M |
| Aries Wealth Management | 0.94% | Reduce -3.6% | 48,627 | $4.3M |
| Founders Financial Securities LLC | 0.24% | Add +1.8% | 47,007 | $4.3M |
| Citizens National Bank Trust Department | 0.69% | Reduce -2.7% | 47,268 | $4.2M |
| Sarver Vrooman Wealth Advisors | 2.54% | Reduce -3.3% | 46,910 | $4.1M |
| Winter & Associates, Inc. | 3.53% | Reduce -16.3% | 45,541 | $4.0M |
| Vines Capital Management, LLC | 3.89% | Add +1.1% | 44,739 | $3.9M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.6% | 44,644 | $3.9M |
| Wingate Wealth Advisors, Inc. | 2.09% | Add +5.8% | 44,575 | $3.9M |
| First Trust Advisors LP | 0.00% | Add +4.3% | 44,415 | $3.9M |
| Powers Advisory Group, LLC | 1.37% | Add +9.3% | 44,252 | $3.9M |
| Family Capital Management, Inc. | 1.72% | Reduce -61.7% | 44,150 | $3.9M |
| Wedmont Private Capital | 0.13% | Add +0.6% | 42,841 | $3.9M |
| Lantz Financial LLC | 0.79% | Add +0.2% | 43,497 | $3.8M |
| AQR Capital Management | 0.00% | Add +56.7% | 43,175 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +480.2% | 42,808 | $3.8M |
| Waterway Wealth Management, LLC | 0.83% | Reduce -5.3% | 42,494 | $3.7M |
| HBW Advisory Services LLC | 0.39% | Add +2.4% | 42,419 | $3.7M |
| Osbon Capital Management LLC | 3.00% | Reduce -4.7% | 41,794 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -0.5% | 41,771 | $3.7M |
| Franklin Resources Inc. | 0.00% | No change | 41,741 | $3.7M |
| Elevation Capital Advisory, LLC | 1.55% | Add +168.6% | 41,433 | $3.6M |
| RFG Advisory, LLC | 0.07% | Add +2.4% | 41,372 | $3.6M |
| Evernest Financial Advisors, LLC | 0.75% | Reduce -35.7% | 38,219 | $3.6M |
| Lansing Street Advisors | 0.89% | Reduce -1.2% | 39,955 | $3.5M |
| Hoxton Planning & Management, LLC | 1.04% | Add +5.8% | 39,373 | $3.5M |
| Harvest Investment Services, LLC | 0.61% | Add +0.9% | 37,808 | $3.3M |
| Oxbow Advisors, LLC | 0.28% | Add +30.7% | 37,227 | $3.3M |
| Arkadios Wealth Advisors | 0.05% | Add +56.0% | 36,823 | $3.2M |
| Brooks, Moore & Associates, Inc. | 1.62% | Reduce -7.7% | 36,760 | $3.2M |
| Banco de Sabadell, S.A | 2.13% | Add +10.9% | 37,481 | $3.2M |
| Meridian Financial Partners LLC | 1.22% | Reduce -3.5% | 36,291 | $3.2M |
| Berkeley, Inc | 1.02% | Reduce -55.0% | 34,774 | $3.1M |
| ORBA Wealth Advisors, L.L.C. | 3.47% | Reduce -16.3% | 33,149 | $2.9M |
| Asset One Wealth Management LLC | 0.32% | Reduce -2.7% | 31,159 | $2.9M |
| Triad Wealth Partners, LLC | 0.23% | Add +7.0% | 32,834 | $2.9M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 32,817 | $2.9M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.6% | 32,239 | $2.8M |
| Viewpoint Investment Partners Corp. | 1.29% | Reduce -18.8% | 31,678 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +2.0% | 31,174 | $2.7M |
| Comprehensive Financial Planning, Inc. | 1.89% | Add +11.8% | 31,130 | $2.7M |
| Etesian Wealth Advisors, Inc. | 0.87% | Add +6.1% | 30,979 | $2.7M |
| Regal Investment Advisors LLC | 0.15% | Reduce -0.1% | 30,481 | $2.7M |
| Centerpoint Advisory Group | 2.01% | No change | 30,386 | $2.7M |
| Titleist Asset Management, LLC | 0.20% | Reduce -2.4% | 30,136 | $2.6M |
| Stonebridge Financial Group, LLC | 0.21% | Add +0.5% | 29,466 | $2.6M |
| Rhumbline Advisers | 0.00% | No change | 29,371 | $2.6M |
| Herold Advisors, Inc. | 0.56% | Reduce -7.3% | 29,154 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -25.2% | 28,880 | $2.5M |
| Symphony Financial Services, Inc. | 1.30% | Add +2.6% | 28,723 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +15.9% | 28,611 | $2.5M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -1.1% | 28,262 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.37% | Add +5.5% | 28,171 | $2.5M |
| Menlo Advisors LLC | 1.10% | No change | 27,360 | $2.4M |
| Southland Equity Partners LLC | 0.48% | Reduce -1.1% | 27,828 | $2.4M |
| Keybank National Association | 0.01% | Reduce -1.3% | 27,817 | $2.4M |
| Sound Portfolio Advisors, LLC | 1.98% | Reduce -1.3% | 27,811 | $2.4M |
| WealthPoint Financial, LLC | 2.04% | Add +4.9% | 27,765 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +58.0% | 27,759 | $2.4M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -2.0% | 27,477 | $2.4M |
| Continuum Wealth Advisors, LLC | 0.99% | Reduce -44.2% | 27,121 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Reduce -85.0% | 27,028 | $2.4M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -1.6% | 26,723 | $2.4M |
| Thoroughbred Financial Services, LLC | 0.14% | Reduce -4.9% | 26,904 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.2% | 26,720 | $2.3M |
| Legacy Wealth Managment, LLC | 1.15% | Reduce -7.6% | 26,399 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 26,386 | $2.3M |
| MAI Capital Management | 0.01% | Add +1.4% | 25,651 | $2.3M |
| Harbour Investments, Inc. | 0.03% | Add +8.4% | 25,050 | $2.2M |
| DHJJ Financial Advisors, Ltd. | 0.72% | Reduce -3.9% | 24,765 | $2.2M |
| Vise Technologies, Inc. | 0.04% | No change | 23,966 | $2.1M |
| Almanack Investment Partners, LLC. | 0.36% | No change | 23,954 | $2.1M |
| Avaii Wealth Management, LLC | 0.73% | Add +0.3% | 23,907 | $2.1M |
| Cascade Financial Partners, LLC | 0.22% | Reduce -8.8% | 23,774 | $2.1M |
| HUB Investment Partners, LLC | 0.05% | New | 23,670 | $2.1M |
| Laurel Oak Wealth Management, LLC | 0.35% | Add +11.8% | 23,666 | $2.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -23.0% | 23,634 | $2.1M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +2.0% | 23,601 | $2.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.0% | 23,537 | $2.1M |
| Nikulski Financial, Inc. | 0.51% | Reduce -27.3% | 23,530 | $2.1M |
| Tempus Wealth Planning, LLC | 0.47% | Reduce -1.6% | 23,465 | $2.1M |
| Astoria Portfolio Advisors LLC. | 0.44% | Add +0.1% | 21,774 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 20,861 | $2.0M |
| Verum Partners LLC | 0.37% | Add +9.3% | 22,315 | $2.0M |
| TD Private Client Wealth LLC | 0.04% | Add +2.6% | 22,263 | $2.0M |
| Talisman Wealth Advisors LLC | 1.57% | Add +0.1% | 22,161 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +44.4% | 22,136 | $1.9M |
| Ieq Capital, LLC | 0.01% | No change | 21,818 | $1.9M |
| Narwhal Capital Management | 0.14% | No change | 21,779 | $1.9M |
| Keating Financial Advisory Services, Inc. | 0.31% | Reduce -23.8% | 21,562 | $1.9M |
| Sherman Wealth Management LLC | 1.62% | Add +1.0% | 21,468 | $1.9M |
| Vivid Wealth Management, LLC | 0.75% | Add +3.4% | 21,147 | $1.9M |
| Bravias Capital Group, LLC | 1.20% | Reduce -5.5% | 20,935 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.2% | 20,784 | $1.8M |
| AE Wealth Management LLC | 0.01% | Add +7.4% | 20,492 | $1.8M |
| Chatham Capital Group, Inc. | 0.26% | Add +1.2% | 20,487 | $1.8M |
| Hollencrest Capital Management | 0.07% | Reduce -0.2% | 20,369 | $1.8M |
| Hazlett, Burt & Watson, Inc. | 0.55% | Add +4.3% | 20,080 | $1.8M |
| XTX Topco Ltd | 0.03% | Add +186.0% | 19,824 | $1.7M |
| Guidance Capital, Inc. | 0.39% | Reduce -2.5% | 18,482 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.64% | Reduce -9.2% | 19,728 | $1.7M |
| Wealth Management Resources, Inc. | 0.60% | Reduce -14.5% | 19,674 | $1.7M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -22.2% | 19,319 | $1.7M |
| Ashton Thomas Securities, LLC | 0.21% | New | 19,138 | $1.7M |
| M Holdings Securities, Inc. | 0.11% | Reduce -13.7% | 18,815 | $1.7M |
| GGM Financial LLC | 0.77% | Add +2.5% | 19,021 | $1.7M |
| Denver Wealth Management, Inc. | 0.57% | Add +20.3% | 18,715 | $1.6M |
| Avalon Capital Management | 0.46% | Reduce -10.6% | 18,668 | $1.6M |
| Panoramic Investment Advisors, LLC | 0.88% | Reduce -3.9% | 18,612 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.48% | Add +16.9% | 18,470 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +1.0% | 18,340 | $1.6M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Reduce -2.7% | 18,098 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.18% | Add +106.6% | 17,831 | $1.6M |
| NewSquare Capital LLC | 0.14% | Add +5.2% | 17,751 | $1.6M |
| LexAurum Advisors, LLC | 0.20% | — | 17,709 | $1.6M |
| Vermillion & White Wealth Management Group, LLC | 0.89% | Reduce -1.9% | 17,666 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Add +0.0% | 17,546 | $1.5M |
| Parkside Financial Bank & Trust | 0.12% | No change | 17,423 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -1.8% | 17,371 | $1.5M |
| RMR Wealth Builders | 0.12% | Reduce -7.8% | 17,179 | $1.5M |
| Ruggaard & Associates LLC | 0.59% | Add +1.8% | 17,071 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.55% | Add +5.1% | 17,063 | $1.5M |
| Ridge Creek Global, Inc | 1.26% | No change | 16,960 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +1.9% | 16,881 | $1.5M |
| Mosaic Financial Group, LLC | 1.05% | Add +0.2% | 16,836 | $1.5M |
| Interchange Capital Partners, LLC | 0.47% | Add +5.4% | 18,434 | $1.5M |
| Quartz Partners, LLC | 0.57% | Add +17.6% | 16,689 | $1.5M |
| WealthBridge Capital Management, LLC | 0.34% | Add +0.1% | 16,608 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +41.6% | 16,350 | $1.4M |
| Retirement Guys Formula LLC | 0.65% | Reduce -13.5% | 16,162 | $1.4M |
| Sovran Advisors, LLC | 0.11% | Add +3.6% | 14,880 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.38% | Add +287.2% | 15,803 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.31% | Reduce -6.7% | 15,737 | $1.4M |
| First National Bank of Omaha | 0.04% | Reduce -3.6% | 15,962 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -21.7% | 15,243 | $1.3M |
| Capital Group Private Client Services, Inc. | 0.02% | No change | 15,138 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.2% | 14,965 | $1.3M |
| Stonebridge Wealth Management, LLC | 1.25% | Reduce -6.1% | 14,870 | $1.3M |
| PFG Advisors | 0.06% | Reduce -32.2% | 14,782 | $1.3M |
| Central Valley Advisors, LLC | 0.35% | Reduce -4.1% | 14,550 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Add +9.4% | 14,470 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -9.3% | 14,450 | $1.3M |
| OakTrust Wealth Advisors, LLC | 1.15% | Reduce -40.8% | 14,347 | $1.3M |
| Smithfield Trust Co | 0.05% | Add +6.2% | 14,218 | $1.2M |
| First Commonwealth Financial Corp | 0.20% | No change | 14,199 | $1.2M |
| Bison Wealth, LLC | 0.12% | Reduce -3.0% | 12,931 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -2.9% | 14,059 | $1.2M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 13,871 | $1.2M |
| RKL Wealth Management LLC | 0.11% | Reduce -3.7% | 13,862 | $1.2M |
| Well Done, LLC | 0.17% | Reduce -0.9% | 13,330 | $1.2M |
| Money Concepts Capital Corp. | 0.06% | Add +7.4% | 13,245 | $1.2M |
| Sheets Smith Wealth Management | 0.13% | Reduce -2.5% | 13,038 | $1.1M |
| Florida Financial Advisors, LLC | 0.27% | Add +11.1% | 13,024 | $1.1M |
| Muirfield Wealth Advisors LLC | 0.84% | Reduce -0.0% | 13,006 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -0.0% | 12,922 | $1.1M |
| Howard Bailey Securities, LLC | 0.46% | Reduce -0.3% | 12,815 | $1.1M |
| Uhlmann Price Securities, LLC | 0.08% | Add +0.3% | 12,812 | $1.1M |
| Silverlake Wealth Management LLC | 0.23% | Reduce -5.1% | 12,612 | $1.1M |
| Peck Wealth Management, LLC | 1.11% | Reduce -4.5% | 12,581 | $1.1M |
| Ted Buchan & Co | 0.40% | Reduce -5.3% | 12,579 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -23.9% | 12,483 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Reduce -9.1% | 12,418 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | New | 12,363 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.34% | Add +90.2% | 11,445 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +5.7% | 12,178 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.41% | Add +0.4% | 12,107 | $1.1M |
| Ballentine Partners, LLC | 0.01% | Add +7.6% | 11,946 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.4% | 11,815 | $1.0M |
| Gryphon Financial Partners LLC | 0.11% | Reduce -8.5% | 11,572 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -0.6% | 11,557 | $1.0M |
| Fulton Bank, N.A. | 0.04% | Reduce -6.8% | 11,409 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | Add +14.3% | 11,377 | $999K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.9% | 11,345 | $997K |
| National Bank of Canada | 0.00% | Add +1.4% | 11,275 | $992K |
| Avantra Family Wealth, Inc. | 0.72% | Reduce -8.1% | 11,063 | $972K |
| Colorado Capital Management, Inc. | 0.36% | Add +12.5% | 10,991 | $965K |
| Moneco Advisors, LLC | 0.07% | Add +1.0% | 10,950 | $962K |
| Allie Family Office LLC | 0.42% | No change | 10,900 | $957K |
| Advance Capital Management, Inc. | 0.04% | Reduce -2.4% | 10,814 | $950K |
| Raub Brock Capital Management LP | 0.24% | Add +4.7% | 10,712 | $941K |
| Perspective Wealth Advisors LLC | 0.60% | Reduce -19.6% | 10,616 | $933K |
| Element Wealth, LLC | 0.39% | Add +8.1% | 10,615 | $932K |
| CVA Family Office, LLC | 0.10% | Add +0.0% | 10,600 | $931K |
| Flow Traders U.S. LLC | 0.03% | Reduce -46.5% | 10,591 | $930K |
| Wedbush Securities Inc. | 0.03% | Add +0.8% | 10,524 | $924K |
| Wharton Business Group, LLC | 0.03% | No change | 10,345 | $909K |
| M&T Bank Corp | 0.00% | No change | 10,342 | $908K |
| Bulwark Capital Corp | 0.56% | Reduce -5.8% | 10,323 | $907K |
| Anchor Investment Management, LLC | 0.08% | Add +0.0% | 10,264 | $902K |
| Uptick Partners, LLC | 0.18% | Add +6.0% | 10,262 | $901K |
| KPP Advisory Services LLC | 0.13% | Reduce -23.9% | 10,166 | $893K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -2.9% | 10,024 | $881K |
| Greenwood Gearhart LLC | 0.05% | Reduce -3.4% | 10,010 | $879K |
| Mayfair Advisory Group, LLC | 0.31% | Reduce -4.6% | 10,006 | $879K |
| Atlas Private Wealth Advisors | 0.21% | Add +0.2% | 9,988 | $877K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $863K |
| Trust Point Inc. | 0.07% | No change | 9,696 | $852K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 9,673 | $850K |
| Noble Wealth Management PBC | 0.43% | Reduce -4.9% | 9,627 | $846K |
| Beacon Financial Advisory LLC | 0.19% | Reduce -6.7% | 9,625 | $845K |
| OneAscent Financial Services LLC | 0.05% | Add +3.9% | 9,590 | $842K |
| Strategic Financial Concepts, LLC | 0.21% | Reduce -53.3% | 9,534 | $837K |
| New World Advisors LLC | 0.15% | Add +43.2% | 9,491 | $834K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -22.5% | 9,390 | $827K |
| Investment Advisory Services Group LLC | 0.71% | Reduce -76.3% | 9,299 | $817K |
| Horizon Wealth Management, LLC | 0.12% | Add +0.2% | 9,292 | $816K |
| Silver Oak Securities, Incorporated | 0.06% | Add +50.9% | 9,291 | $816K |
| Redwood Investment Management, LLC | 0.10% | Add +36.8% | 9,294 | $816K |
| Archer Investment Management, LLC | 0.34% | Reduce -74.8% | 9,232 | $811K |
| First Horizon Corp. | 0.03% | No change | 9,225 | $810K |
| Midwest Trust Co | 0.01% | Add +0.0% | 9,188 | $807K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -6.1% | 9,174 | $806K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.1% | 9,112 | $800K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -1.1% | 8,986 | $789K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +1.3% | 8,974 | $788K |
| Mgo One Seven LLC | 0.02% | Reduce -3.3% | 8,947 | $786K |
| Savvy Advisors, Inc. | 0.02% | Add +21.6% | 8,944 | $786K |
| Valmark Advisers, Inc. | 0.01% | No change | 8,767 | $770K |
| Focused Alpha, LLC | 0.24% | Add +0.3% | 8,737 | $767K |
| Gambit Capital Management, LLC | 0.55% | Reduce -9.4% | 8,673 | $762K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $760K |
| ATX Financial Planning, LLC | 0.57% | Reduce -50.3% | 8,569 | $753K |
| NWF Advisory Services Inc. | 0.08% | Add +12.2% | 8,442 | $742K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -10.3% | 8,322 | $731K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -91.4% | 8,318 | $731K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Reduce -39.1% | 8,131 | $714K |
| Koshinski Asset Management, Inc. | 0.04% | Add +6.1% | 8,121 | $713K |
| Flynn Zito Capital Management, LLC | 0.23% | Reduce -4.0% | 8,080 | $710K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.7% | 7,864 | $691K |
| United Community Bank | 0.23% | Reduce -0.6% | 7,849 | $689K |
| Krilogy Financial LLC | 0.02% | Reduce -5.3% | 7,384 | $685K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.56% | No change | 7,790 | $684K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,762 | $682K |
| Allen Capital Group, LLC | 0.06% | Reduce -1.4% | 7,693 | $676K |
| Wealth Management Associates, Inc. | 0.23% | Reduce -2.5% | 7,613 | $669K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -95.6% | 7,603 | $668K |
| Empirical Asset Management, LLC | 0.18% | Add +16.7% | 7,544 | $663K |
| Thrive Wealth Management, LLC | 0.10% | Reduce -2.4% | 7,439 | $653K |
| Rehmann Capital Advisory Group | 0.03% | Add +5.8% | 7,428 | $653K |
| Fidelity D & D Bancorp Inc. | 0.26% | New | 7,362 | $647K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.8% | 6,734 | $640K |
| Old National Bancorp | 0.01% | Reduce -9.4% | 7,278 | $639K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -36.0% | 7,227 | $635K |
| Redwood Family Wealth LLC | 0.62% | Reduce -4.5% | 7,146 | $628K |
| Hopwood Nicholas Hunter | 0.20% | Reduce -4.3% | 7,094 | $623K |
| truNorth Financial Services, Inc. | 0.64% | No change | 7,088 | $623K |
| Outlook Wealth Advisors, LLC | 0.15% | Reduce -4.9% | 7,057 | $620K |
| Biltmore Family Office, LLC | 0.09% | No change | 7,050 | $619K |
| Clark Asset Management, LLC | 0.06% | Add +27.6% | 7,048 | $619K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 7,042 | $619K |
| Embree Financial Group | 0.07% | Add +101.8% | 7,038 | $618K |
| CDM Financial Counseling Services, Inc. | 0.59% | No change | 6,992 | $614K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -0.4% | 6,910 | $607K |
| LRI Investments, LLC | 0.05% | Reduce -1.6% | 6,904 | $606K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -10.7% | 6,895 | $606K |
| 1ST Source Bank | 0.03% | No change | 6,803 | $598K |
| Montecito Bank & Trust | 0.10% | Reduce -2.1% | 6,777 | $595K |
| Signet Financial Management, LLC | 0.07% | Reduce -0.6% | 6,718 | $590K |
| Detalus Advisors, LLC | 0.13% | Add +13.5% | 6,666 | $586K |
| Intellus Advisors LLC | 0.08% | No change | 6,391 | $561K |
| Allworth Financial LP | 0.00% | Add +1.9% | 6,371 | $560K |
| Sowell Financial Services LLC | 0.02% | New | 6,326 | $556K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,302 | $554K |
| CM Wealth Advisors LLC | 0.12% | No change | 6,300 | $553K |
| Deltec Asset Management LLC | 0.10% | No change | 6,300 | $553K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,293 | $553K |
| Capital Investment Advisors, LLC | 0.01% | Add +97.9% | 6,167 | $542K |
| Alta Wealth Advisors LLC | 0.18% | Reduce -0.8% | 6,147 | $540K |
| Trilogy Capital Inc. | 0.02% | Add +11.6% | 6,101 | $536K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -2.1% | 6,031 | $530K |
| NorthRock Partners, LLC | 0.01% | Reduce -10.1% | 6,004 | $527K |
| Alpine Woods Capital Investors, LLC | 0.13% | No change | 6,000 | $527K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,983 | $526K |
| FreeGulliver LLC | 0.22% | New | 5,939 | $522K |
| Henderson Brothers Financial Partners, LLC | 0.13% | — | 5,906 | $519K |
| Future Financial Wealth Managment LLC | 0.33% | Add +0.0% | 5,591 | $518K |
| Kondo Wealth Advisors, Inc. | 0.19% | Reduce -21.1% | 5,831 | $512K |
| Cordatus Wealth Management LLC | 0.12% | No change | 5,822 | $511K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -34.8% | 5,818 | $511K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $509K |
| Claro Advisors Inc. | 0.06% | Add +10.8% | 5,673 | $498K |
| MWA Asset Management | 0.27% | Reduce -0.6% | 5,651 | $496K |
| Councilor Wealth, LLC | 0.24% | Reduce -13.5% | 5,647 | $496K |
| Capital Analysts, LLC | 0.01% | Add +0.2% | 5,652 | $496K |
| Sierra Summit Advisors LLC | 0.07% | New | 5,600 | $492K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.6% | 5,575 | $490K |
| Covenant Asset Management, LLC | 0.10% | Reduce -5.0% | 5,524 | $485K |
| Fox Financial, Inc | 0.40% | Reduce -0.8% | 5,512 | $484K |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.8% | 5,510 | $484K |
| VeraBank, N.A. | 0.09% | Reduce -3.5% | 5,489 | $482K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -6.4% | 5,485 | $482K |
| Paragon Capital Management Ltd | 0.10% | New | 5,437 | $478K |
| First National Bank Sioux Falls | 0.13% | Reduce -0.5% | 5,137 | $477K |
| Apollon Financial, LLC | 0.07% | Reduce -7.8% | 5,413 | $475K |
| Leelyn Smith, LLC | 0.07% | No change | 5,402 | $475K |
| PDS Planning, Inc | 0.03% | Reduce -2.0% | 5,398 | $474K |
| Benjamin Edwards Inc. | 0.00% | Reduce -75.2% | 5,396 | $474K |
| Scotia Capital Inc. | 0.00% | Add +12.8% | 5,291 | $465K |
| Inspire Advisors, LLC | 0.04% | Reduce -0.4% | 5,289 | $465K |
| Klingman & Associates, LLC | 0.02% | No change | 5,129 | $451K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,117 | $449K |
| Total Clarity Wealth Management, Inc. | 0.11% | Reduce -2.6% | 5,097 | $448K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,080 | $446K |
| Legacy Private Trust Co. | 0.03% | No change | 5,031 | $442K |
| Smith, Moore & Co. | 0.03% | Reduce -42.4% | 5,009 | $440K |
| Hardy Reed LLC | 0.03% | No change | 4,986 | $438K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $437K |
| Calton & Associates, Inc. | 0.06% | Reduce -18.9% | 4,950 | $435K |
| World Equity Group, Inc. | 0.11% | Reduce -0.1% | 4,928 | $433K |
| Objective Capital Management, LLC | 0.44% | Add +0.3% | 4,911 | $431K |
| Chokshi & Queen Wealth Advisors, Inc | 0.23% | New | 4,900 | $430K |
| Friday Financial | 0.15% | Reduce -7.5% | 4,900 | $430K |
| Hall Capital Management Co. Inc. | 0.15% | No change | 4,543 | $427K |
| Breachway Investments LLC | 0.41% | Add +0.3% | 4,833 | $426K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -8.0% | 4,845 | $426K |
| Global Strategic Investment Solutions, LLC | 0.04% | Add +0.3% | 4,838 | $425K |
| Avior Wealth Management, LLC | 0.01% | Add +3.6% | 4,837 | $425K |
| L & S Advisors Inc | 0.05% | Add +0.0% | 4,814 | $423K |
| ATLas Financial Planning LLC | 0.38% | No change | 4,800 | $422K |
| Park Place Capital Corp | 0.08% | Add +88.5% | 4,798 | $421K |
| Clarus Group, Inc. | 0.15% | Reduce -0.4% | 4,787 | $420K |
| Signal Advisors Wealth, LLC | 0.03% | Add +5.3% | 4,761 | $418K |
| IRON Financial LLC | 0.18% | Reduce -7.9% | 4,726 | $415K |
| Principal Securities, Inc. | 0.01% | Add +12.6% | 4,635 | $407K |
| RTD Financial Advisors, Inc. | 0.05% | New | 4,617 | $406K |
| National Wealth Management Group, LLC | 0.15% | Reduce -43.6% | 4,602 | $404K |
| Bluesphere Advisors LLC | 0.14% | No change | 4,595 | $404K |
| Meitav Investment House Ltd. | 0.00% | Add +11.7% | 4,573 | $401K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 4,536 | $398K |
| LongView Wealth Management | 0.10% | Reduce -1.8% | 4,313 | $397K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -11.8% | 4,489 | $394K |
| Triangle Securities Wealth Management | 0.09% | Reduce -3.1% | 4,405 | $387K |
| Waterfront Wealth Inc. | 0.07% | No change | 4,405 | $387K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,400 | $386K |
| Blue Trust, Inc. | 0.00% | No change | 4,392 | $386K |
| Gallacher Capital Management LLC | 0.15% | No change | 4,387 | $385K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 4,384 | $385K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.3% | 4,380 | $385K |
| Luts & Greenleigh Group, Inc. | 0.30% | New | 4,375 | $384K |
| Lloyd Advisory Services, LLC. | 0.11% | New | 4,368 | $384K |
| Kingdom Financial Group LLC. | 0.11% | Reduce -38.8% | 4,368 | $384K |
| Resonant Capital Advisors, LLC | 0.02% | Add +0.1% | 4,365 | $383K |
| Farrell Financial LLC | 0.23% | Add +6.5% | 4,305 | $378K |
| PFG Investments, LLC | 0.02% | Add +1.7% | 4,276 | $376K |
| Swmg, LLC | 0.11% | Add +0.3% | 4,266 | $375K |
| Somerville Kurt F | 0.10% | No change | 4,250 | $373K |
| Mission Wealth Management, LP | 0.01% | Reduce -81.7% | 4,236 | $372K |
| Heritage Wealth Advisors | 0.01% | New | 4,232 | $372K |
| REAP Financial Group, LLC | 0.07% | Reduce -13.1% | 4,192 | $368K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -1.2% | 4,159 | $365K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -36.1% | 4,109 | $361K |
| StoneX Group Inc. | 0.02% | Reduce -31.2% | 4,109 | $361K |
| Stephens Inc. | 0.00% | No change | 4,075 | $358K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +0.0% | 4,072 | $358K |
| Diversify Wealth Management, LLC | 0.01% | New | 3,811 | $356K |
| Sun Group Wealth Partners | 0.28% | New | 4,031 | $354K |
| Guyasuta Investment Advisors Inc. | 0.02% | New | 3,991 | $351K |
| Y.D. More Investments Ltd | 0.01% | New | 1,286 | $345K |
| Two Sigma Securities, LLC | 0.04% | Reduce -55.7% | 3,906 | $343K |
| Spectrum Wealth Advisory Group, LLC | 0.13% | No change | 3,872 | $340K |
| Prasad Wealth Partners, LLC | 0.09% | Add +0.2% | 3,798 | $334K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,796 | $333K |
| TritonPoint Partners, LLC | 0.12% | Reduce -28.8% | 3,789 | $333K |
| Lantern Wealth Advisors, LLC | 0.17% | Reduce -10.6% | 3,783 | $332K |
| Philadelphia Trust Co. | 0.02% | No change | 3,757 | $330K |
| Commonwealth Retirement Investments LLC | 0.10% | Reduce -1.3% | 3,730 | $328K |
| Redwood Financial Network Corp | 0.21% | Reduce -15.0% | 3,717 | $327K |
| Regent Peak Wealth Advisors LLC | 0.07% | Reduce -13.4% | 3,687 | $324K |
| Pictet North America Advisors SA | 0.03% | No change | 3,646 | $320K |
| Kingsview Wealth Management, LLC | 0.00% | New | 3,604 | $317K |
| Tranquility Partners, LLC | 0.12% | Reduce -1.0% | 3,600 | $316K |
| Impact Capital Partners LLC | 0.10% | Reduce -62.9% | 3,594 | $316K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.0% | 3,578 | $314K |
| Thryve Wealth Management LLC | 0.21% | Reduce -73.2% | 3,536 | $311K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 3,518 | $309K |
| Florida Trust Wealth Management Co | 0.01% | New | 3,472 | $305K |
| Cozad Asset Management Inc. | 0.02% | No change | 3,445 | $303K |
| Aprio Wealth Management, LLC | 0.02% | New | 3,430 | $301K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $299K |
| Brookwood Investment Group LLC | 0.04% | No change | 3,370 | $296K |
| ZEGA Investments, LLC | 0.06% | Add +25.9% | 3,362 | $295K |
| Drucker Wealth 3.0, LLC | 0.05% | No change | 3,337 | $293K |
| Kovack Advisors, Inc. | 0.02% | Add +41.2% | 3,326 | $293K |
| Weaver Consulting Group | 0.07% | No change | 3,332 | $293K |
| Third View Private Wealth, LLC | 0.04% | Reduce -11.7% | 3,320 | $292K |
| Cibc World Market Inc. | 0.00% | Reduce -13.6% | 3,313 | $291K |
| Snowden Capital Advisors LLC | 0.01% | Add +47.4% | 3,310 | $291K |
| LightSquare Wealth Management, LLC | 0.22% | — | 3,290 | $289K |
| Ritholtz Wealth Management | 0.01% | Add +10.7% | 3,290 | $289K |
| Heartwood Wealth Advisors LLC | 0.03% | New | 3,277 | $288K |
| Milestone Asset Management, LLC | 0.05% | New | 3,272 | $287K |
| Ballast Rock Private Wealth LLC | 0.16% | No change | 3,268 | $287K |
| HHM Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,240 | $285K |
| Joel Isaacson & Co., LLC | 0.01% | New | 3,212 | $282K |
| FSA Advisors, Inc. | 0.19% | Add +0.0% | 3,198 | $281K |
| Breakwater Investment Management | 0.10% | No change | 3,162 | $278K |
| Simplicity Wealth,LLC | 0.02% | New | 3,157 | $277K |
| Sunflower Bank, N.A. | 0.07% | New | 3,091 | $272K |
| CreativeOne Wealth, LLC | 0.01% | Add +19.7% | 3,067 | $269K |
| WPWealth LLP | 0.04% | No change | 3,035 | $267K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.0% | 3,012 | $265K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -18.9% | 3,000 | $264K |
| OneAscent Family Office, LLC | 0.18% | No change | 2,958 | $260K |
| Creative Financial Designs Inc. | 0.02% | Reduce -10.3% | 2,946 | $259K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,925 | $257K |
| Pacific Financial Group Inc. | 0.14% | Reduce -7.4% | 2,906 | $255K |
| Prepared Retirement Institute LLC | 0.13% | No change | 2,896 | $254K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,893 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -77.7% | 2,880 | $253K |
| Hilltop Holdings Inc. | 0.02% | Reduce -11.8% | 2,860 | $251K |
| apricus wealth, LLC | 0.12% | No change | 2,850 | $250K |
| Asset Dedication, LLC | 0.02% | No change | 2,849 | $250K |
| Foster Victor Wealth Advisors, LLC | 0.01% | New | 2,714 | $250K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | Reduce -0.6% | 2,833 | $249K |
| Everhart Financial Group, Inc. | 0.02% | No change | 2,804 | $246K |
| Nautilus Advisors LLC | 0.17% | New | 2,793 | $245K |
| Milestones Private Investment Advisors LLC | 0.22% | Reduce -69.9% | 2,790 | $245K |
| Crestwood Advisors Group, LLC | 0.00% | Add +17.8% | 2,777 | $244K |
| Arax Advisory Partners | 0.01% | Reduce -41.9% | 2,626 | $241K |
| OMNI 360 Wealth, Inc. | 0.12% | Add +0.1% | 2,743 | $241K |
| McAlister, Sweet & Associates, Inc. | 0.15% | No change | 2,700 | $237K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 2,700 | $237K |
| Whittier Trust Co. | 0.00% | No change | 2,655 | $235K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.1% | 2,621 | $230K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +0.9% | 2,584 | $227K |
| Fisher Asset Management | 0.00% | Reduce -66.0% | 2,569 | $226K |
| HRT Financial LP | 0.00% | Reduce -48.3% | 2,567 | $225K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $223K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,523 | $222K |
| Signaturefd, LLC | 0.00% | No change | 2,504 | $220K |
| Seelaus Asset Management LLC | 0.16% | Reduce -24.2% | 2,483 | $218K |
| Discipline Wealth Solutions, LLC | 0.02% | New | 2,469 | $217K |
| Juncture Wealth Strategies, LLC | 0.07% | No change | 2,443 | $215K |
| Capital Management Corp. | 0.04% | Reduce -10.0% | 2,430 | $213K |
| Stewardship Concepts Financial Services LLC | 0.17% | Add +3.8% | 2,412 | $212K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -21.8% | 2,410 | $212K |
| Envision Financial Transparency, LLC | 0.20% | — | 2,401 | $211K |
| Colter Lewis Investment Partners LLC | 0.20% | No change | 2,401 | $211K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,400 | $211K |
| GTS Securities LLC | 0.01% | Reduce -93.7% | 2,393 | $210K |
| Atlas Wealth LLC | 0.08% | Reduce -4.7% | 2,375 | $209K |
| Retirement Investment Advisors, Inc. | 0.02% | No change | 2,321 | $208K |
| Annex Advisory Services, LLC | 0.00% | No change | 2,355 | $207K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $206K |
| Breakwater Capital Group | 0.03% | Reduce -9.2% | 2,333 | $205K |
| Vigil Wealth Management, LLC | 0.16% | No change | 2,307 | $203K |
| Benedict Financial Advisors Inc. | 0.04% | New | 2,303 | $202K |
| Trust Co. of Toledo NA | 0.02% | Reduce -23.4% | 2,289 | $201K |
| Gilbert Capital Group, Inc. | 0.15% | No change | 2,284 | $201K |
| AlphaStar Capital Management, LLC | 0.01% | Reduce -30.4% | 2,281 | $200K |
| Financial Advisors Network, Inc. | 0.03% | No change | 2,278 | $200K |
| Harbor Asset Planning, Inc. | 0.16% | Add +0.3% | 2,133 | $187K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -28.7% | 2,072 | $182K |
| Scarborough Advisors, LLC | 0.02% | Reduce -1.8% | 1,857 | $163K |
| Bangor Savings Bank | 0.01% | Add +883.3% | 1,770 | $155K |
| Coastline Trust Co | 0.01% | No change | 1,724 | $151K |
| Key Financial Inc | 0.03% | No change | 1,706 | $150K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,672 | $147K |
| Cascades Capital Asset Management, LLC | 0.06% | Reduce -46.4% | 1,640 | $144K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $138K |
| CNB Bank | 0.06% | No change | 1,563 | $137K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,499 | $132K |
| Wolff Wiese Magana LLC | 0.07% | Add +1.4% | 1,411 | $124K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,393 | $122K |
| Independence Bank of Kentucky | 0.02% | No change | 1,371 | $120K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.3% | 1,354 | $119K |
| Pioneer Family Office, LLC | 0.08% | Reduce -91.6% | 1,340 | $118K |
| Addison Advisors LLC | 0.03% | Add +11.6% | 1,311 | $115K |
| Piscataqua Savings Bank | 0.08% | No change | 1,300 | $114K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,296 | $114K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,275 | $112K |
| Clearstead Trust, LLC | 0.02% | No change | 1,266 | $111K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $107K |
| Evolution Wealth Management Inc. | 0.08% | Add +42.9% | 1,195 | $105K |
| Navigoe, LLC | 0.06% | No change | 1,194 | $104K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +57.0% | 1,000 | $93K |
| 2UniFi Bank | 0.04% | No change | 1,030 | $90K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,027 | $90K |
| Assetmark, Inc. | 0.00% | Add +82.0% | 1,010 | $89K |
| Operose Advisors LLC | 0.02% | Reduce -4.3% | 969 | $85K |
| Holos Integrated Wealth LLC | 0.04% | No change | 869 | $77K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.5% | 871 | $77K |
| Parallel Advisors, LLC | 0.00% | No change | 830 | $73K |
| Atlantic Union Bankshares Corp | 0.00% | Add +34.5% | 807 | $71K |
| LM Advisors LLC | 0.39% | Add +160.8% | 6,168 | $70K |
| American National Bank & Trust | 0.01% | No change | 787 | $69K |
| Citigroup Inc. | 0.00% | Reduce -69.7% | 760 | $67K |
| GAMMA Investing LLC | 0.00% | Reduce -53.9% | 751 | $66K |
| SJS Investment Consulting Inc. | 0.01% | No change | 747 | $66K |
| Keystone Financial Group, Inc. | 0.03% | Add +0.3% | 745 | $65K |
| Rossby Financial, LCC | 0.01% | Add +291.0% | 739 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -6.0% | 702 | $62K |
| Kilter Group LLC | 0.02% | Reduce -85.5% | 610 | $54K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -9.6% | 603 | $53K |
| International Assets Investment Management, LLC | 0.00% | Reduce -16.3% | 600 | $53K |
| Newton One Investments LLC | 0.01% | No change | 595 | $52K |
| Vestor Capital, LLC | 0.00% | New | 582 | $51K |
| Cheviot Value Management, LLC | 0.01% | No change | 571 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -73.3% | 567 | $50K |
| Bogart Wealth, LLC | 0.00% | Add +20.1% | 549 | $48K |
| Vanguard Advisers Inc. | 0.00% | — | 541 | $48K |
| Covestor Ltd | 0.03% | Add +50.4% | 537 | $47K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 525 | $46K |
| PlanVest Financial, Inc | 0.03% | — | 519 | $46K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 515 | $45K |
| Napier Financial, LLC | 0.01% | New | 514 | $45K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.2% | 485 | $43K |
| Stone House Investment Management, LLC | 0.01% | No change | 483 | $42K |
| Opal Wealth Advisors, LLC | 0.01% | New | 467 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 440 | $39K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $36K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 417 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 400 | $35K |
| Integrity Financial Corp | 0.02% | No change | 385 | $34K |
| Versant Capital Management, Inc | 0.00% | No change | 381 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 363 | $32K |
| Chapman Financial Group, LLC | 0.02% | New | 350 | $31K |
| Bfsg, LLC | 0.00% | No change | 317 | $28K |
| S&T Bank | 0.01% | No change | 316 | $28K |
| Tsfg, LLC | 0.00% | No change | 308 | $27K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 268 | $24K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $23K |
| 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 | $21K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 227 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.9% | 226 | $20K |
| Spire Wealth Management | 0.00% | No change | 226 | $20K |
| Obsidian Cio, LLC | 0.02% | No change | 200 | $18K |
| Pursuit Wealth Strategies, LLC | 0.02% | No change | 200 | $18K |
| Fairman Group, LLC | 0.01% | No change | 200 | $18K |
| Cetera Trust Company, N.A | 0.01% | Reduce -42.4% | 200 | $18K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -11.5% | 170 | $15K |
| Trust Co | 0.00% | Add +444.8% | 158 | $14K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 158 | $14K |
| Bare Financial Services, Inc | 0.00% | No change | 155 | $14K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $13K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 142 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 138 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -72.1% | 134 | $12K |
| Salem Investment Counselors Inc. | 0.00% | New | 125 | $11K |
| Vision Retirement, LLC | 0.00% | No change | 118 | $10K |
| Southern Michigan Bank & Trust | 0.00% | — | 115 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.8% | 112 | $10K |
| NBT Bank, N.A. | 0.00% | Add +19.1% | 106 | $9K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $9K |
| Costello Asset Management, INC | 0.00% | No change | 102 | $9K |
| SHP Wealth Management | 0.00% | No change | 100 | $9K |
| Joseph Group Capital Management | 0.00% | Reduce -10.3% | 96 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 87 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 81 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 77 | $7K |
| Davis Capital Management | 0.00% | No change | 56 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 50 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $4K |
| WealthShield Partners, LLC | 0.00% | No change | 38 | $3K |
| Crewe Advisors LLC | 0.00% | Reduce -33.3% | 36 | $3K |
| Bayban | 0.00% | No change | 36 | $3K |
| Quantbot Technologies LP | 0.00% | New | 29 | $3K |
| Abound Financial, LLC | 0.00% | No change | 15 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 9 | $829 |
"% 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.