Wisdomtree U.S. Quality DiviDGRWETF
13F holders, Q2 2026 (June 30)796holders +23
62new positions
42sold out
4famous investors
$95.53avg. 13F price*
At the end of Q2 2026, 796 institutions reported holding Wisdomtree U.S. Quality Divi (DGRW) in their 13F filings, up 23 from Q1 2026. 62 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($1.1B), LPL Financial LLC ($1.1B) and PNC Financial Services Group, Inc. ($1.1B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree U.S. Quality Divi
- CUSIP
- 97717X669
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $64.6M |
| Exits | 42 | $14.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,990,976 shares bought and 8,013,107 shares sold, net −4,022,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 796 holders
| Bank of America Corp. | 0.07% | Reduce -3.6% | 11,286,993 | $1.1B |
| LPL Financial LLC | 0.24% | Reduce -2.3% | 11,266,011 | $1.1B |
| PNC Financial Services Group, Inc. | 0.53% | Reduce -5.1% | 11,095,584 | $1.1B |
| Morgan Stanley | 0.04% | Reduce -3.1% | 8,705,431 | $832.4M |
| Hamilton Capital, LLC | 34.09% | Reduce -0.3% | 7,201,068 | $688.6M |
| Ameriprise Financial Inc. | 0.13% | Reduce -0.5% | 6,810,149 | $651.2M |
| Raymond James Financial Inc. | 0.09% | Add +1.7% | 3,500,117 | $334.7M |
| UBS Group AG | 0.04% | Add +1.0% | 2,793,709 | $267.1M |
| HighTower Advisors, LLC | 0.25% | Reduce -4.0% | 2,717,667 | $259.9M |
| Cetera Investment Advisers | 0.23% | Add +1.9% | 2,640,256 | $252.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -8.8% | 1,966,718 | $188.1M |
| Wells Fargo & Company | 0.03% | Reduce -1.3% | 1,632,046 | $156.1M |
| Royal Bank of Canada | 0.02% | Add +1.3% | 1,526,712 | $146.0M |
| Larson Financial Group LLC | 3.66% | Add +19.3% | 1,451,061 | $138.8M |
| Focus Partners Wealth | 0.13% | Reduce -2.1% | 1,291,594 | $123.5M |
| Private Advisor Group, LLC | 0.52% | Reduce -16.1% | 1,181,665 | $113.0M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -0.5% | 1,143,793 | $109.4M |
| Bluespring Wealth Management, LLC | 2.00% | Add +51.9% | 1,088,807 | $104.1M |
| Waddell & Associates, LLC | 4.91% | Add +1.1% | 1,037,498 | $99.2M |
| Stratos Investment Management, LLC | 3.36% | Add +3.3% | 971,774 | $92.9M |
| Clearwater Capital Advisors, LLC | 6.58% | Add +0.9% | 938,490 | $89.7M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.3% | 887,176 | $84.8M |
| Bouchey Financial Group, Ltd. | 5.47% | Add +1.2% | 885,297 | $84.7M |
| Captrust Financial Advisors | 0.13% | Add +12.4% | 856,123 | $81.9M |
| RVW Wealth, LLC | 5.30% | Add +1.5% | 842,307 | $80.5M |
| Glassman Wealth Services | 9.48% | Add +1.8% | 827,493 | $79.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +1.5% | 727,465 | $70.6M |
| Savant Capital, LLC | 0.21% | Add +96.8% | 768,169 | $70.4M |
| Legacy Financial Advisors, Inc. | 8.54% | Add +1.4% | 732,660 | $70.1M |
| Osaic Holdings, Inc. | 0.08% | Add +21.4% | 725,739 | $69.4M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -9.8% | 694,986 | $66.5M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -4.0% | 694,884 | $66.4M |
| IAM Advisory, LLC | 12.46% | Add +0.7% | 668,549 | $63.9M |
| Spinnaker Investment Group, LLC | 9.84% | Add +13.0% | 642,340 | $61.4M |
| Schorn Wealth LLC | 15.57% | Add +21.3% | 622,496 | $59.5M |
| HighPoint Advisor Group LLC | 2.08% | Add +8.5% | 616,362 | $58.9M |
| Prestige Wealth Management Group LLC | 10.52% | Add +0.4% | 605,899 | $57.9M |
| Beacon Financial Group | 5.04% | Add +1.0% | 580,499 | $55.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.1% | 565,233 | $53.9M |
| Glen Eagle Advisors, LLC | 6.51% | Add +5.9% | 540,005 | $51.6M |
| Duncan Williams Asset Management, LLC | 11.50% | Add +5.1% | 533,740 | $51.0M |
| NewEdge Advisors, LLC | 0.15% | Reduce -5.0% | 533,206 | $51.0M |
| Connable Office Inc. | 4.46% | Add +1.6% | 530,321 | $50.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.1% | 514,533 | $49.2M |
| OneDigital Investment Advisors LLC | 0.42% | Add +0.9% | 514,236 | $49.2M |
| Stifel Financial Corp. | 0.04% | Add +3.2% | 506,722 | $48.5M |
| Intrua Financial, LLC | 4.50% | Reduce -0.1% | 497,158 | $47.5M |
| Equitable Holdings, Inc. | 0.26% | Reduce -24.9% | 461,544 | $44.1M |
| One Capital Management, LLC | 1.22% | No change | 498,699 | $43.8M |
| Serenus Wealth Advisors, LLC | 6.91% | Add +3.8% | 413,908 | $39.6M |
| Team Financial Group, LLC | 16.54% | Add +4.0% | 407,395 | $39.0M |
| IFP Advisors, Inc | 0.70% | Add +0.1% | 406,971 | $38.9M |
| Kestra Private Wealth Services, LLC | 0.42% | Reduce -1.9% | 403,172 | $38.6M |
| Howard Financial Services, LTD. | 3.81% | Add +6.2% | 398,575 | $38.1M |
| Jones Financial Companies LLLP | 0.01% | Add +9.8% | 394,078 | $37.3M |
| Taiyo Life Insurance Co. | 3.41% | No change | 390,000 | $37.3M |
| Aspire Capital Advisors LLC | 7.11% | Add +0.5% | 381,712 | $36.5M |
| Sanchez Wealth Management Group | 6.34% | Add +3.5% | 378,315 | $36.2M |
| BCM Advisors, LLC | 7.03% | Reduce -3.0% | 378,553 | $36.1M |
| Resolute Capital, LLC | 12.02% | Reduce -11.1% | 364,168 | $34.8M |
| Winthrop Advisory Group LLC | 2.30% | Add +21.2% | 356,925 | $34.1M |
| MML Investors Services, LLC | 0.07% | Add +24.2% | 351,171 | $33.6M |
| Modern Wealth Management, LLC | 0.39% | Add +6.3% | 342,329 | $32.7M |
| Pinnacle Associates Ltd. | 0.35% | Add +4.6% | 333,133 | $31.9M |
| Choice Wealth Advisors LLC | 11.11% | Add +0.9% | 330,979 | $31.6M |
| NewEdge Wealth, LLC | 0.32% | Reduce -10.1% | 329,817 | $31.5M |
| Per Stirling Capital Management, LLC. | 2.99% | Add +0.1% | 328,739 | $31.4M |
| Belpointe Asset Management LLC | 1.02% | Reduce -1.7% | 327,342 | $31.3M |
| Mariner, LLC | 0.03% | Reduce -44.8% | 321,071 | $30.7M |
| Amplius Wealth Advisors, LLC | 2.17% | Add +9.3% | 309,723 | $29.6M |
| Cerity Partners LLC | 0.04% | Reduce -3.5% | 305,644 | $29.2M |
| Corient Private Wealth LP | 0.04% | Add +306.1% | 299,352 | $28.6M |
| Stenger Family Office, LLC | 4.44% | Reduce -5.0% | 292,242 | $27.9M |
| LVM Capital Management Ltd. | 2.34% | Add +1.5% | 291,804 | $27.9M |
| TigerOak Management, L.L.C. | 7.82% | Reduce -1.8% | 291,189 | $27.8M |
| Potomac Fund Management Inc. | 0.70% | New | 290,900 | $27.8M |
| HB Wealth Management, LLC | 0.15% | Add +6.4% | 280,702 | $26.8M |
| CVFG LLC | 2.79% | Add +4.5% | 278,284 | $26.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +1.6% | 276,849 | $26.5M |
| Farther Finance Advisors, LLC | 0.20% | Add +246.7% | 273,588 | $26.2M |
| Cresta Advisors, Ltd. | 8.60% | Add +3.5% | 250,466 | $23.9M |
| ACT Advisors, LLC. | 7.74% | Add +4.0% | 243,485 | $23.3M |
| Creative Planning | 0.01% | Add +10.5% | 242,422 | $23.2M |
| Prime Capital Investment Advisors, LLC | 0.22% | Reduce -77.5% | 242,412 | $23.2M |
| D.A. Davidson & Co. | 0.13% | Add +2.0% | 237,279 | $22.7M |
| SK Wealth Management, LLC | 5.09% | Reduce -12.7% | 225,628 | $22.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.8% | 232,694 | $22.3M |
| Compass Financial Services Inc | 8.27% | Add +1.6% | 231,370 | $22.1M |
| Columbia Advisory Partners LLC | 12.11% | Add +1.4% | 229,630 | $22.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.26% | Add +6.8% | 222,142 | $21.2M |
| CRA Financial Services, LLC | 2.44% | Add +1.9% | 221,273 | $21.2M |
| Sanctuary Advisors, LLC | 0.10% | Add +0.1% | 217,430 | $20.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -31.9% | 216,316 | $20.7M |
| MOR Wealth Management, LLC | 7.94% | Reduce -5.4% | 208,478 | $19.9M |
| Boyce & Associates Wealth Consulting, Inc. | 13.68% | Add +1.7% | 206,369 | $19.7M |
| Truist Financial Corp. | 0.02% | Reduce -26.1% | 198,910 | $19.0M |
| Eagle Wealth Strategies LLC | 7.26% | Reduce -0.7% | 198,832 | $19.0M |
| Townsend Asset Management Corp. /NC/ | 6.06% | Reduce -0.1% | 197,509 | $18.9M |
| Hengehold Capital Management LLC | 1.45% | Add +1.1% | 195,666 | $18.7M |
| Heck Capital Advisors, LLC | 1.09% | Add +2.7% | 191,164 | $18.3M |
| Curi Capital, LLC | 0.28% | Reduce -2.4% | 188,390 | $18.0M |
| Western Wealth Management, LLC | 0.58% | Reduce -33.1% | 185,780 | $17.8M |
| Atria Investments, Inc | 0.18% | Reduce -12.7% | 182,751 | $17.5M |
| Smartleaf Asset Management LLC | 0.56% | No change | 180,457 | $17.2M |
| Main Street Financial Solutions, LLC | 1.08% | Add +2.2% | 176,803 | $16.9M |
| Mb, Levis & Associates, LLC | 6.15% | Add +0.1% | 174,441 | $16.7M |
| Focus Financial Network, Inc. | 0.50% | Reduce -4.8% | 169,182 | $16.2M |
| TopTier Wealth Management, LLC | 9.44% | Add +3.2% | 163,408 | $15.6M |
| Solano Wealth Investment Advisors LLC | 6.95% | Reduce -3.5% | 159,765 | $15.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.4% | 157,946 | $15.1M |
| Lauer Wealth, LLC | 9.95% | Reduce -3.5% | 151,513 | $14.6M |
| Williams Financial, LLC | 7.27% | Add +5.5% | 147,038 | $14.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +172.6% | 144,846 | $13.9M |
| IFG Advisory, LLC | 0.48% | New | 141,917 | $13.6M |
| United Advisor Group, LLC | 1.44% | Add +1.1% | 141,827 | $13.6M |
| Gaddis Premier Wealth Advisors LLC | 8.15% | Add +3.3% | 139,810 | $13.4M |
| Avidian Wealth Enterprises, LLC | 0.37% | Add +3.3% | 139,746 | $13.4M |
| TD Capital Management LLC | 1.07% | Add +2.4% | 137,069 | $13.1M |
| Oxinas Partners, LLC | 5.16% | Reduce -6.5% | 136,804 | $13.1M |
| Alpha Zero LLC | 4.89% | Add +12.9% | 133,076 | $12.9M |
| Foundations Investment Advisors, LLC | 0.13% | Add +7.0% | 130,300 | $12.5M |
| IAG Wealth Partners, LLC | 1.22% | Add +1.0% | 128,898 | $12.3M |
| Marshall & Sterling Wealth Advisors Inc. | 7.25% | Add +7.2% | 128,005 | $12.2M |
| Three Magnolias Financial Advisors, LLC | 6.53% | Reduce -0.5% | 122,661 | $11.7M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -1.2% | 121,708 | $11.6M |
| Darrow Company, Inc. | 4.48% | Add +0.3% | 120,844 | $11.6M |
| MBA Advisors LLC | 3.90% | Add +2.2% | 119,649 | $11.4M |
| Wealthcare Advisory Partners LLC | 0.21% | Reduce -1.1% | 114,868 | $11.0M |
| Retirement Planning Group, LLC | 0.28% | Reduce -1.6% | 113,879 | $10.9M |
| Pension & Wealth Management Advisors, Inc. | 2.89% | Reduce -6.7% | 112,047 | $10.7M |
| World Investment Advisors | 0.18% | No change | 121,030 | $10.6M |
| Avant Capital LLC | 6.65% | Reduce -0.7% | 111,064 | $10.6M |
| Tudor Investment Corporation | 0.04% | Reduce -55.5% | 105,650 | $10.1M |
| Journey Advisory Group, LLC | 0.77% | Reduce -0.3% | 105,286 | $10.1M |
| Certuity, LLC | 0.50% | Add +0.8% | 105,076 | $10.0M |
| Wilmington Savings Fund Society, FSB | 0.22% | Reduce -0.1% | 104,521 | $10.0M |
| Fiduciary Group, LLC | 0.76% | Add +0.6% | 101,487 | $9.7M |
| Fifth Third Bancorp | 0.02% | Reduce -88.2% | 101,121 | $9.7M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -12.1% | 100,714 | $9.6M |
| Great Valley Advisor Group, Inc. | 0.15% | Reduce -33.8% | 100,401 | $9.6M |
| Flagship Harbor Advisors, LLC | 0.37% | Reduce -4.2% | 99,974 | $9.6M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -10.0% | 97,798 | $9.4M |
| Rothschild Wealth LLC | 0.74% | Reduce -9.1% | 96,629 | $9.2M |
| VestGen Advisors, LLC | 0.27% | Reduce -1.8% | 95,447 | $9.1M |
| &partners | 0.04% | Add +4.2% | 93,764 | $9.0M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.5% | 93,298 | $8.9M |
| Nvest Wealth Strategies, Inc. | 5.38% | Reduce -0.3% | 89,504 | $8.6M |
| Gateway Wealth Partners, LLC | 0.51% | Reduce -49.7% | 89,344 | $8.5M |
| Founders Financial Alliance, LLC | 1.13% | Reduce -7.5% | 89,162 | $8.5M |
| Gray Private Wealth, LLC | 3.67% | Add +2.5% | 88,769 | $8.5M |
| Riverbend Wealth Management, LLC | 4.31% | Add +5.4% | 88,670 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -0.1% | 86,600 | $8.3M |
| Flagship Wealth Advisors, LLC | 1.85% | Add +34.2% | 86,377 | $8.3M |
| Prosperity Consulting Group, LLC | 0.31% | Reduce -6.1% | 86,339 | $8.3M |
| PMG Wealth Management, Inc. | 5.04% | Add +0.9% | 85,269 | $8.2M |
| Albion Financial Group | 0.47% | Reduce -0.0% | 85,269 | $8.2M |
| Latko Wealth Management, Ltd. | 3.45% | Reduce -3.6% | 84,959 | $8.1M |
| Ethos Financial Group, LLC | 0.52% | Reduce -5.2% | 81,316 | $7.7M |
| Lodestar Private Asset Management LLC | 0.65% | Reduce -3.5% | 78,747 | $7.5M |
| Golden State Wealth Management, LLC | 0.67% | Add +1.8% | 77,099 | $7.4M |
| Brown Advisory Inc. | 0.01% | Add +0.3% | 76,571 | $7.3M |
| White Pine Investment CO | 1.54% | Add +2.2% | 75,688 | $7.2M |
| FMR LLC | 0.00% | Add +6.7% | 74,953 | $7.2M |
| Ancora Advisors LLC | 0.14% | Reduce -0.5% | 73,477 | $7.0M |
| IHT Wealth Management, LLC | 0.15% | Reduce -1.5% | 72,431 | $6.9M |
| Axis Wealth Partners, LLC | 3.29% | Reduce -0.6% | 71,749 | $6.9M |
| FFG Retirement Advisors LLC | 3.57% | Add +0.7% | 70,624 | $6.8M |
| Kingswood Wealth Advisors, LLC | 0.27% | Reduce -0.6% | 69,767 | $6.7M |
| Vise Technologies, Inc. | 0.07% | Add +184.7% | 68,238 | $6.5M |
| Clear Creek Financial Management, LLC | 0.42% | Add +3.9% | 68,132 | $6.5M |
| Capital Investment Advisory Services, LLC | 0.39% | Add +0.1% | 66,301 | $6.3M |
| Oppenheimer & Co. Inc. | 0.07% | Add +3.7% | 66,066 | $6.3M |
| Prospera Financial Services Inc | 0.09% | Add +2.8% | 66,007 | $6.3M |
| Cpwa, LLC | 7.27% | Add +0.8% | 65,443 | $6.3M |
| Waverly Advisors, LLC | 0.04% | Reduce -7.5% | 65,438 | $6.3M |
| Melone Private Wealth, LLC | 2.34% | Add +0.2% | 64,242 | $6.1M |
| CGN Advisors LLC | 0.45% | Reduce -56.0% | 64,046 | $6.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -28.4% | 63,762 | $6.1M |
| AQR Capital Management | 0.00% | Add +45.1% | 62,662 | $6.0M |
| Thomasville National Bank | 0.33% | — | 62,587 | $6.0M |
| Grey Ledge Advisors, LLC | 1.20% | Add +3.9% | 62,359 | $6.0M |
| Perryman Financial Advisory Inc. | 0.79% | Reduce -3.3% | 61,729 | $5.9M |
| Wingate Wealth Advisors, Inc. | 2.58% | Add +37.6% | 61,319 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.17% | Add +8.7% | 61,114 | $5.8M |
| Lanark Financial, Inc. | 0.40% | Reduce -3.4% | 61,065 | $5.8M |
| Meridian Financial Advisors, LLC | 2.76% | Add +6.8% | 60,080 | $5.7M |
| Hobbs Group Advisors, LLC | 1.50% | Reduce -0.1% | 59,710 | $5.7M |
| Viewpoint Investment Partners Corp. | 1.94% | Add +85.1% | 58,635 | $5.6M |
| Fermata Advisors, LLC | 1.13% | Add +15.3% | 58,390 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -4.0% | 57,771 | $5.5M |
| Cahill Financial Advisors Inc. | 0.53% | Reduce -1.2% | 57,460 | $5.5M |
| Glenmede Trust Co. NA | 0.02% | Reduce -2.5% | 57,394 | $5.5M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -43.5% | 56,930 | $5.4M |
| Park Avenue Securities LLC | 0.03% | Reduce -2.4% | 56,915 | $5.4M |
| Kraft, Davis & Associates, LLC | 1.12% | Reduce -0.4% | 55,819 | $5.4M |
| Dickmeyer Boyce Financial Management, Inc. | 2.77% | Add +5.8% | 55,899 | $5.3M |
| JT Stratford LLC | 0.57% | Add +2.3% | 54,704 | $5.2M |
| Roof Eidam Maycock Peralta, LLC | 1.03% | Reduce -2.0% | 54,485 | $5.2M |
| Premier Private Wealth Management LLC | 4.53% | Add +1.0% | 54,097 | $5.2M |
| Eaton Financial Holdings Company, LLC | 1.38% | Reduce -10.1% | 52,567 | $5.0M |
| Burns Matteson Capital Management, LLC | 1.59% | Reduce -0.2% | 52,197 | $5.0M |
| Compass Financial Management LLC | 0.60% | — | 51,547 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -3.8% | 50,999 | $4.9M |
| Haverford Trust Co | 0.04% | Add +2.4% | 50,327 | $4.8M |
| Vestmark Advisory Solutions, Inc. | 0.04% | No change | 50,044 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +12.1% | 49,805 | $4.8M |
| Banco de Sabadell, S.A | 2.79% | Add +32.9% | 49,805 | $4.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.2% | 49,375 | $4.7M |
| Crux Wealth Advisors | 1.63% | Reduce -0.5% | 49,246 | $4.7M |
| Founders Financial Securities LLC | 0.24% | Add +4.7% | 49,215 | $4.7M |
| First National Trust Co | 0.16% | Add +0.1% | 48,741 | $4.7M |
| Summit Financial, LLC | 0.05% | Reduce -1.1% | 48,491 | $4.6M |
| Sarver Vrooman Wealth Advisors | 2.75% | Add +2.1% | 47,915 | $4.6M |
| Aries Wealth Management | 0.90% | Reduce -1.0% | 48,161 | $4.6M |
| Powers Advisory Group, LLC | 1.44% | Add +8.7% | 48,081 | $4.6M |
| Horizon Investments, LLC | 0.05% | Reduce -47.5% | 46,818 | $4.5M |
| Citizens National Bank Trust Department | 0.66% | Reduce -1.2% | 46,698 | $4.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +11.1% | 46,388 | $4.4M |
| Vines Capital Management, LLC | 3.61% | Add +2.8% | 45,991 | $4.4M |
| Choreo, LLC | 0.05% | Reduce -13.6% | 44,321 | $4.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -1.9% | 43,787 | $4.2M |
| Family Capital Management, Inc. | 1.61% | Reduce -1.3% | 43,563 | $4.2M |
| Wedmont Private Capital | 0.11% | Reduce -0.1% | 42,816 | $4.2M |
| Lantz Financial LLC | 0.76% | Reduce -0.2% | 43,424 | $4.2M |
| Oxbow Advisors, LLC | 0.34% | Add +14.8% | 42,752 | $4.1M |
| Arkadios Wealth Advisors | 0.06% | Add +15.5% | 42,540 | $4.1M |
| Harvest Investment Services, LLC | 0.62% | Add +10.8% | 41,896 | $4.0M |
| Franklin Resources Inc. | 0.00% | No change | 41,741 | $4.0M |
| Lotus Asset Management LLC | 3.51% | — | 41,514 | $4.0M |
| Quantinno Capital Management LP | 0.00% | Add +44.1% | 41,233 | $3.9M |
| HBW Advisory Services LLC | 0.35% | Reduce -3.3% | 41,030 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.2% | 40,576 | $3.9M |
| Lansing Street Advisors | 0.82% | Add +0.5% | 40,162 | $3.8M |
| Osbon Capital Management LLC | 2.99% | Reduce -4.8% | 39,795 | $3.8M |
| RFG Advisory, LLC | 0.06% | Reduce -5.6% | 39,057 | $3.7M |
| Waterway Wealth Management, LLC | 0.74% | Reduce -10.7% | 37,946 | $3.6M |
| Brooks, Moore & Associates, Inc. | 1.59% | Add +0.9% | 37,075 | $3.5M |
| Evernest Financial Advisors, LLC | 0.73% | Reduce -4.6% | 36,464 | $3.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +23.2% | 35,585 | $3.4M |
| Meridian Financial Partners LLC | 1.15% | Reduce -3.8% | 34,905 | $3.4M |
| EP Wealth Advisors, LLC | 0.01% | Add +5.3% | 33,957 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -40.6% | 33,503 | $3.2M |
| Etesian Wealth Advisors, Inc. | 0.90% | Add +3.2% | 31,975 | $3.1M |
| Comprehensive Financial Planning, Inc. | 1.61% | Add +1.4% | 31,556 | $3.0M |
| Hoxton Planning & Management, LLC | 0.78% | Reduce -20.6% | 31,261 | $3.0M |
| Keybank National Association | 0.01% | Add +12.3% | 31,242 | $3.0M |
| ORBA Wealth Advisors, L.L.C. | 2.51% | Reduce -7.3% | 30,730 | $2.9M |
| Regal Investment Advisors LLC | 0.15% | Add +0.3% | 30,563 | $2.9M |
| Titleist Asset Management, LLC | 0.19% | Reduce -0.1% | 30,111 | $2.9M |
| Legacy Wealth Managment, LLC | 1.18% | Add +13.3% | 29,924 | $2.9M |
| Centerpoint Advisory Group | 1.80% | Reduce -2.3% | 29,686 | $2.8M |
| Asset One Wealth Management LLC | 0.29% | Reduce -7.3% | 28,876 | $2.8M |
| Symphony Financial Services, Inc. | 1.25% | Add +1.7% | 29,209 | $2.8M |
| Stonebridge Financial Group, LLC | 0.21% | Reduce -1.1% | 29,143 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +8.3% | 28,943 | $2.8M |
| Triad Wealth Partners, LLC | 0.16% | Reduce -14.4% | 28,091 | $2.7M |
| Southland Equity Partners LLC | 0.47% | Add +0.7% | 28,008 | $2.7M |
| HUB Investment Partners, LLC | 0.05% | Add +18.3% | 28,002 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.35% | Reduce -0.9% | 27,922 | $2.7M |
| WealthPoint Financial, LLC | 1.93% | Reduce -0.3% | 27,675 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +1.9% | 27,414 | $2.6M |
| Sound Portfolio Advisors, LLC | 1.83% | Reduce -3.2% | 26,933 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -5.1% | 26,829 | $2.6M |
| Continuum Wealth Advisors, LLC | 0.86% | Reduce -1.2% | 26,793 | $2.6M |
| SBI Securities Co., Ltd. | 0.06% | Reduce -2.9% | 26,689 | $2.6M |
| Fragasso Financial Advisors Inc | 0.14% | Reduce -0.4% | 26,623 | $2.5M |
| Berkeley, Inc | 0.80% | Reduce -23.5% | 26,590 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | — | 26,365 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -20.4% | 26,111 | $2.5M |
| Menlo Advisors LLC | 1.08% | Reduce -5.9% | 25,755 | $2.5M |
| Herold Advisors, Inc. | 0.48% | Reduce -12.0% | 25,654 | $2.5M |
| MAI Capital Management | 0.01% | Reduce -0.1% | 25,612 | $2.4M |
| Capital Group Private Client Services, Inc. | 0.03% | Add +66.5% | 25,207 | $2.4M |
| DHJJ Financial Advisors, Ltd. | 0.68% | Add +0.2% | 24,814 | $2.4M |
| Laurel Oak Wealth Management, LLC | 0.34% | Add +4.3% | 24,683 | $2.4M |
| Citadel Advisors | 0.00% | New | 24,664 | $2.4M |
| Tempus Wealth Planning, LLC | 0.45% | Add +3.1% | 24,200 | $2.3M |
| Mesirow Financial Investment Management, Inc. | 0.04% | Add +2.4% | 24,165 | $2.3M |
| Almanack Investment Partners, LLC. | 0.29% | No change | 23,954 | $2.3M |
| Venture Visionary Partners LLC | 0.06% | Reduce -12.0% | 23,786 | $2.3M |
| Avaii Wealth Management, LLC | 0.67% | Reduce -0.8% | 23,727 | $2.3M |
| Winter & Associates, Inc. | 1.70% | Reduce -48.1% | 23,648 | $2.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.4% | 23,631 | $2.3M |
| Cascade Financial Partners, LLC | 0.19% | Reduce -1.7% | 23,370 | $2.2M |
| SeaCrest Wealth Management, LLC | 0.25% | Reduce -58.2% | 23,345 | $2.2M |
| TD Private Client Wealth LLC | 0.04% | Add +0.7% | 22,418 | $2.1M |
| Astoria Portfolio Advisors LLC. | 0.36% | Add +2.6% | 22,341 | $2.1M |
| Nikulski Financial, Inc. | 0.46% | Reduce -5.5% | 22,227 | $2.1M |
| Regions Financial Corp. | 0.01% | Add +0.3% | 22,194 | $2.1M |
| Ieq Capital, LLC | 0.01% | No change | 21,818 | $2.1M |
| Narwhal Capital Management | 0.14% | No change | 21,779 | $2.1M |
| Impact Capital Partners LLC | 0.56% | Add +500.5% | 21,582 | $2.1M |
| Vivid Wealth Management, LLC | 0.72% | Add +1.3% | 21,415 | $2.0M |
| US Bancorp \de | 0.00% | Add +39.9% | 21,330 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +2.8% | 21,439 | $2.0M |
| Hazlett, Burt & Watson, Inc. | 0.54% | Add +5.8% | 21,235 | $2.0M |
| GGM Financial LLC | 0.77% | Add +11.7% | 21,239 | $2.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +598.2% | 21,030 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 20,811 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.20% | Add +15.7% | 20,627 | $2.0M |
| Chatham Capital Group, Inc. | 0.25% | Add +0.4% | 20,567 | $2.0M |
| Hollencrest Capital Management | 0.13% | Add +0.3% | 20,428 | $2.0M |
| Ashton Thomas Securities, LLC | 0.29% | Add +6.5% | 20,378 | $1.9M |
| Bravias Capital Group, LLC | 1.15% | Reduce -3.0% | 20,301 | $1.9M |
| Verum Partners LLC | 0.29% | Reduce -9.2% | 20,266 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.48% | Add +1.9% | 20,112 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 20,045 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Reduce -21.2% | 19,730 | $1.9M |
| Sherman Wealth Management LLC | 1.41% | Reduce -8.7% | 19,605 | $1.9M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -17.2% | 19,565 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +56.5% | 19,342 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +3.0% | 18,889 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.24% | Reduce -12.8% | 18,812 | $1.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.48% | Add +1.8% | 18,798 | $1.8M |
| Denver Wealth Management, Inc. | 0.51% | Reduce -0.2% | 18,677 | $1.8M |
| Guidance Capital, Inc. | 0.38% | Reduce -0.6% | 18,370 | $1.8M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -4.0% | 18,550 | $1.8M |
| Avalon Capital Management | 0.42% | Reduce -0.8% | 18,514 | $1.8M |
| G&S Capital LLC | 0.51% | New | 18,384 | $1.8M |
| NewSquare Capital LLC | 0.13% | Add +3.0% | 18,289 | $1.7M |
| AssuredPartners Investment Advisors, LLC | 0.17% | Add +0.8% | 18,234 | $1.7M |
| LexAurum Advisors, LLC | 0.20% | Add +1.7% | 18,011 | $1.7M |
| Rubicon Advisors, GP | 1.25% | New | 17,958 | $1.7M |
| Ruggaard & Associates LLC | 0.61% | Add +3.8% | 17,718 | $1.7M |
| Pallas Capital Advisors LLC | 0.05% | Add +1.0% | 17,718 | $1.7M |
| Quartz Partners, LLC | 0.55% | Add +5.7% | 17,639 | $1.7M |
| Vermillion & White Wealth Management Group, LLC | 0.84% | Reduce -1.3% | 17,429 | $1.7M |
| Parkside Financial Bank & Trust | 0.11% | No change | 17,423 | $1.7M |
| Mosaic Financial Group, LLC | 1.05% | Add +2.1% | 17,183 | $1.6M |
| RMR Wealth Builders | 0.10% | Reduce -0.4% | 17,117 | $1.6M |
| Ridge Creek Global, Inc | 1.26% | No change | 16,960 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 16,918 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -2.8% | 16,888 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.11% | New | 16,671 | $1.6M |
| CoreCap Advisors, LLC | 0.05% | Reduce -2.9% | 16,389 | $1.6M |
| WealthBridge Capital Management, LLC | 0.30% | Reduce -3.6% | 16,008 | $1.5M |
| Wealth Management Resources, Inc. | 0.47% | Reduce -19.7% | 15,799 | $1.5M |
| Retirement Guys Formula LLC | 0.57% | Reduce -2.6% | 15,738 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.8% | 15,719 | $1.5M |
| Kirtland Hills Capital Management, LLC | 0.43% | Add +37.1% | 15,692 | $1.5M |
| First National Bank of Omaha | 0.04% | Reduce -2.5% | 15,565 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.29% | Reduce -4.0% | 15,107 | $1.4M |
| Fulton Bank, N.A. | 0.04% | Add +31.3% | 14,982 | $1.4M |
| Ballentine Partners, LLC | 0.02% | Add +25.4% | 14,979 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +1.9% | 14,749 | $1.4M |
| Embree Financial Group | 0.14% | Add +109.5% | 14,745 | $1.4M |
| Glenview Trust Co | 0.02% | Add +26.7% | 14,643 | $1.4M |
| Mission Wealth Management, LP | 0.02% | Add +245.4% | 14,630 | $1.4M |
| Sovran Advisors, LLC | 0.10% | Reduce -3.5% | 14,366 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | Add +358.2% | 14,464 | $1.4M |
| Panoramic Investment Advisors, LLC | 0.66% | Reduce -22.5% | 14,421 | $1.4M |
| Stonebridge Wealth Management, LLC | 1.23% | Reduce -3.0% | 14,419 | $1.4M |
| Central Valley Advisors, LLC | 0.35% | Reduce -1.3% | 14,360 | $1.4M |
| Interchange Capital Partners, LLC | 0.26% | Reduce -22.5% | 14,294 | $1.4M |
| Smithfield Trust Co | 0.05% | No change | 14,218 | $1.4M |
| First Commonwealth Financial Corp | 0.19% | No change | 14,199 | $1.4M |
| TCV Trust & Wealth Management, Inc. | 0.10% | No change | 13,884 | $1.3M |
| RKL Wealth Management LLC | 0.11% | No change | 13,862 | $1.3M |
| PFG Advisors | 0.07% | Reduce -6.3% | 13,858 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 13,812 | $1.3M |
| Independent Financial Group, LLC | 0.02% | Add +20.8% | 13,707 | $1.3M |
| Elevation Capital Advisory, LLC | 0.50% | Reduce -67.1% | 13,624 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +86.1% | 13,448 | $1.3M |
| Well Done, LLC | 0.17% | Reduce -0.1% | 13,311 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +8.9% | 13,268 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | Reduce -0.2% | 13,220 | $1.3M |
| Muirfield Wealth Advisors LLC | 0.81% | Add +0.3% | 13,046 | $1.2M |
| Sheets Smith Wealth Management | 0.12% | Add +0.0% | 13,039 | $1.2M |
| Redwood Investment Management, LLC | 0.12% | Add +39.8% | 12,990 | $1.2M |
| Blackhawk Capital Partners, LLC | 0.40% | Reduce -24.5% | 12,883 | $1.2M |
| OakTrust Wealth Advisors, LLC | 1.05% | Reduce -11.2% | 12,740 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -1.7% | 12,699 | $1.2M |
| Ted Buchan & Co | 0.40% | Add +0.8% | 12,680 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +1.4% | 12,656 | $1.2M |
| Silverlake Wealth Management LLC | 0.23% | Add +0.0% | 12,615 | $1.2M |
| Peck Wealth Management, LLC | 1.01% | No change | 12,581 | $1.2M |
| Uhlmann Price Securities, LLC | 0.04% | Reduce -3.0% | 12,430 | $1.2M |
| TD Waterhouse Canada Inc. | 0.00% | Add +31.7% | 12,363 | $1.2M |
| Strait & Sound Wealth Management LLC | 0.41% | Add +1.6% | 12,303 | $1.2M |
| Element Wealth, LLC | 0.43% | Add +13.1% | 12,005 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.5% | 11,755 | $1.1M |
| Gryphon Financial Partners LLC | 0.10% | No change | 11,572 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -63.3% | 11,434 | $1.1M |
| New World Advisors LLC | 0.19% | Add +20.1% | 11,403 | $1.1M |
| Uptick Partners, LLC | 0.17% | Add +11.1% | 11,399 | $1.1M |
| Citizens Financial Group Inc. | 0.01% | Reduce -8.2% | 11,395 | $1.1M |
| Bison Wealth, LLC | 0.10% | Reduce -13.2% | 11,228 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -1.2% | 11,139 | $1.1M |
| Avantra Family Wealth, Inc. | 0.68% | Add +0.6% | 11,132 | $1.1M |
| Colorado Capital Management, Inc. | 0.36% | No change | 10,991 | $1.1M |
| Moneco Advisors, LLC | 0.06% | Add +0.2% | 10,967 | $1.0M |
| Allie Family Office LLC | 0.39% | No change | 10,900 | $1.0M |
| Parsons Capital Management Inc. | 0.05% | Reduce -4.5% | 10,861 | $1.0M |
| Raub Brock Capital Management LP | 0.28% | Add +0.1% | 10,726 | $1.0M |
| CVA Family Office, LLC | 0.09% | Add +0.0% | 10,604 | $1.0M |
| Lido Advisors, LLC | 0.00% | Reduce -98.3% | 10,536 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +0.0% | 10,528 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -25.9% | 10,416 | $996K |
| Wharton Business Group, LLC | 0.03% | No change | 10,345 | $989K |
| M&T Bank Corp | 0.00% | No change | 10,342 | $989K |
| Anchor Investment Management, LLC | 0.07% | Add +0.0% | 10,266 | $982K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -21.9% | 10,165 | $972K |
| Safeguard Investment Advisory Group, LLC | 0.22% | Reduce -35.8% | 10,144 | $970K |
| Greenwood Gearhart LLC | 0.04% | No change | 10,010 | $957K |
| Apollon Financial, LLC | 0.11% | Add +84.9% | 10,009 | $957K |
| SkyView Investment Advisors, LLC | 0.75% | Reduce -98.1% | 10,000 | $956K |
| Bulwark Capital Corp | 0.53% | Reduce -4.6% | 9,846 | $941K |
| Colonial Trust Co / SC | 0.12% | No change | 9,825 | $939K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -2.5% | 9,774 | $935K |
| Trust Point Inc. | 0.08% | No change | 9,696 | $927K |
| Atlas Private Wealth Advisors | 0.20% | Reduce -3.5% | 9,639 | $922K |
| Savvy Advisors, Inc. | 0.02% | Add +7.3% | 9,598 | $918K |
| CIBC Bancorp USA Inc. | 0.00% | Add +51.3% | 9,532 | $911K |
| Mayfair Advisory Group, LLC | 0.27% | Reduce -5.2% | 9,491 | $906K |
| Noble Wealth Management PBC | 0.41% | Reduce -2.3% | 9,406 | $899K |
| OneAscent Financial Services LLC | 0.04% | Reduce -2.2% | 9,377 | $897K |
| Horizon Wealth Management, LLC | 0.11% | Add +0.2% | 9,313 | $891K |
| Beacon Financial Advisory LLC | 0.18% | Reduce -3.4% | 9,300 | $889K |
| Howard Bailey Securities, LLC | 0.33% | Reduce -27.8% | 9,259 | $885K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.8% | 9,250 | $885K |
| First Horizon Corp. | 0.03% | Reduce -0.6% | 9,170 | $877K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.1% | 9,099 | $870K |
| Capital Investment Advisors, LLC | 0.01% | Add +45.0% | 8,941 | $855K |
| Mgo One Seven LLC | 0.01% | Reduce -0.5% | 8,905 | $851K |
| Gambit Capital Management, LLC | 0.49% | Add +2.4% | 8,878 | $849K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.3% | 8,871 | $848K |
| Pathstone Holdings, LLC | 0.00% | New | 8,835 | $845K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -5.3% | 8,798 | $841K |
| Archer Investment Management, LLC | 0.29% | Reduce -5.0% | 8,775 | $839K |
| Valmark Advisers, Inc. | 0.01% | No change | 8,767 | $838K |
| Focused Alpha, LLC | 0.21% | Add +0.3% | 8,761 | $838K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -2.7% | 8,744 | $836K |
| Resonant Capital Advisors, LLC | 0.04% | Add +100.1% | 8,735 | $835K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -58.1% | 8,710 | $833K |
| Mutual Advisors, LLC | 0.02% | Add +7.7% | 8,470 | $810K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.7% | 8,461 | $809K |
| NWF Advisory Services Inc. | 0.08% | Add +0.2% | 8,456 | $808K |
| Perspective Wealth Advisors LLC | 0.44% | Reduce -21.1% | 8,373 | $801K |
| Midwest Trust Co | 0.01% | Reduce -9.4% | 8,322 | $796K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -45.4% | 8,175 | $782K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 8,131 | $777K |
| Allen Capital Group, LLC | 0.06% | Add +5.4% | 8,108 | $775K |
| KPP Advisory Services LLC | 0.10% | Reduce -21.8% | 7,954 | $761K |
| Thrive Wealth Management, LLC | 0.10% | Add +6.6% | 7,931 | $758K |
| Wealth Management Associates, Inc. | 0.21% | Add +3.9% | 7,908 | $756K |
| Flynn Zito Capital Management, LLC | 0.20% | Reduce -2.5% | 7,875 | $753K |
| Alliancebernstein L.P. | 0.00% | No change | 8,495 | $746K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.2% | 7,800 | $746K |
| Waterloo Capital, L.P. | 0.04% | New | 7,795 | $745K |
| Advance Capital Management, Inc. | 0.02% | Reduce -27.9% | 7,791 | $745K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.50% | No change | 7,790 | $745K |
| Simon Quick Advisors, LLC | 0.03% | No change | 7,762 | $742K |
| Headlands Technologies LLC | 0.08% | New | 7,622 | $729K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.1% | 7,622 | $729K |
| ATX Financial Planning, LLC | 0.48% | Reduce -12.3% | 7,513 | $718K |
| United Community Bank | 0.22% | Reduce -4.5% | 7,499 | $717K |
| Cidel Asset Management Inc. | 0.03% | Add +47.3% | 7,485 | $716K |
| Key Client Fiduciary Advisors, LLC | 0.21% | Reduce -17.1% | 7,442 | $712K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.1% | 7,437 | $711K |
| Fidelity D & D Bancorp Inc. | 0.24% | No change | 7,362 | $704K |
| Brookstone Capital Management | 0.01% | Reduce -73.9% | 7,254 | $694K |
| Redwood Family Wealth LLC | 0.61% | Add +1.1% | 7,224 | $691K |
| Guyasuta Investment Advisors Inc. | 0.04% | Add +80.3% | 7,196 | $688K |
| Empirical Asset Management, LLC | 0.15% | Reduce -5.6% | 7,121 | $681K |
| Investment Advisory Services Group LLC | 0.50% | Reduce -23.6% | 7,108 | $680K |
| truNorth Financial Services, Inc. | 0.61% | No change | 7,088 | $678K |
| Outlook Wealth Advisors, LLC | 0.15% | No change | 7,057 | $675K |
| Rothschild Investment LLC | 0.03% | Add +0.2% | 7,056 | $675K |
| Clark Asset Management, LLC | 0.05% | Add +0.0% | 7,051 | $674K |
| Biltmore Family Office, LLC | 0.09% | No change | 7,050 | $674K |
| HBK Sorce Advisory LLC | 0.01% | No change | 6,734 | $669K |
| Arax Advisory Partners | 0.00% | Add +166.2% | 6,989 | $668K |
| CDM Financial Counseling Services, Inc. | 0.57% | Reduce -0.7% | 6,942 | $664K |
| GW Henssler & Associates Ltd. | 0.03% | Reduce -0.2% | 6,896 | $659K |
| Bokf, NA | 0.01% | New | 6,830 | $653K |
| Old National Bancorp | 0.01% | Reduce -6.2% | 6,828 | $653K |
| 1ST Source Bank | 0.03% | No change | 6,803 | $651K |
| LRI Investments, LLC | 0.05% | Reduce -1.9% | 6,772 | $648K |
| Cambria Investment Management, L.P. | 0.03% | New | 6,555 | $627K |
| Empowered Funds, LLC | 0.00% | New | 6,555 | $627K |
| Detalus Advisors, LLC | 0.12% | Reduce -4.0% | 6,396 | $612K |
| Intellus Advisors LLC | 0.07% | No change | 6,391 | $611K |
| Krilogy Financial LLC | 0.02% | Reduce -14.3% | 6,332 | $605K |
| CM Wealth Advisors LLC | 0.11% | No change | 6,300 | $602K |
| Deltec Asset Management LLC | 0.09% | No change | 6,300 | $602K |
| GFS Advisors, LLC | 0.06% | New | 16 | $597K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -9.9% | 6,213 | $594K |
| XTX Topco Ltd | 0.01% | Reduce -68.7% | 6,196 | $592K |
| Alta Wealth Advisors LLC | 0.16% | Add +0.2% | 6,159 | $589K |
| Montecito Bank & Trust | 0.09% | Reduce -9.3% | 6,145 | $588K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -3.9% | 6,046 | $578K |
| Alpine Woods Capital Investors, LLC | 0.13% | No change | 6,000 | $574K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,983 | $572K |
| FreeGulliver LLC | 0.20% | Add +0.3% | 5,957 | $570K |
| Covenant Asset Management, LLC | 0.10% | Add +7.7% | 5,948 | $569K |
| LongView Wealth Management | 0.14% | Add +35.8% | 5,856 | $560K |
| Cordatus Wealth Management LLC | 0.12% | No change | 5,822 | $557K |
| Kondo Wealth Advisors, Inc. | 0.18% | Reduce -1.0% | 5,772 | $552K |
| Permanent Capital Management, LP | 0.07% | New | 5,745 | $549K |
| Collaborative Wealth Managment Inc. | 0.23% | Reduce -1.5% | 5,729 | $548K |
| StoneX Group Inc. | 0.02% | Add +37.6% | 5,653 | $547K |
| Signal Advisors Wealth, LLC | 0.03% | Add +19.8% | 5,703 | $545K |
| Allworth Financial LP | 0.00% | Reduce -10.6% | 5,696 | $545K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 7,548 | $544K |
| Claro Advisors Inc. | 0.06% | Reduce -0.3% | 5,659 | $541K |
| Councilor Wealth, LLC | 0.22% | No change | 5,647 | $540K |
| Capital Analysts, LLC | 0.01% | Reduce -0.5% | 5,622 | $538K |
| Sierra Summit Advisors LLC | 0.06% | No change | 5,600 | $535K |
| Scotia Capital Inc. | 0.00% | Add +5.7% | 5,592 | $535K |
| Interactive Financial Advisors, Inc. | 0.33% | Add +5.2% | 5,769 | $534K |
| Future Financial Wealth Managment LLC | 0.33% | Add +0.1% | 5,597 | $532K |
| Cozad Asset Management Inc. | 0.03% | Add +60.2% | 5,520 | $528K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.0% | 5,465 | $523K |
| Jane Street Group, LLC | 0.00% | Reduce -79.3% | 5,462 | $522K |
| Hancock Whitney Corp. | 0.01% | No change | 5,416 | $518K |
| Leelyn Smith, LLC | 0.06% | No change | 5,402 | $517K |
| MWA Asset Management | 0.23% | Reduce -4.8% | 5,380 | $514K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +4.7% | 5,335 | $510K |
| Fox Financial, Inc | 0.36% | Reduce -3.2% | 5,335 | $510K |
| PDS Planning, Inc | 0.03% | Reduce -1.3% | 5,328 | $509K |
| Independent Advisor Alliance | 0.01% | Reduce -99.2% | 5,198 | $497K |
| Principal Securities, Inc. | 0.01% | Add +12.1% | 5,195 | $497K |
| Inspire Advisors, LLC | 0.03% | Reduce -2.0% | 5,181 | $495K |
| Klingman & Associates, LLC | 0.02% | No change | 5,129 | $490K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 5,117 | $489K |
| Hopwood Nicholas Hunter | 0.13% | Reduce -27.9% | 5,114 | $489K |
| Y.D. More Investments Ltd | 0.01% | Add +0.1% | 1,287 | $483K |
| Legacy Private Trust Co. | 0.03% | No change | 5,031 | $481K |
| First National Bank Sioux Falls | 0.13% | No change | 5,137 | $477K |
| Hardy Reed LLC | 0.03% | No change | 4,986 | $477K |
| Spinnaker Trust | 0.02% | No change | 4,980 | $476K |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 4,974 | $476K |
| Friday Financial | 0.13% | No change | 4,900 | $472K |
| Objective Capital Management, LLC | 0.42% | Add +0.2% | 4,921 | $471K |
| Global Strategic Investment Solutions, LLC | 0.04% | Add +0.3% | 4,853 | $464K |
| World Equity Group, Inc. | 0.10% | Reduce -1.5% | 4,853 | $464K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,845 | $463K |
| L & S Advisors Inc | 0.05% | No change | 4,814 | $460K |
| Park Place Capital Corp | 0.07% | Add +0.1% | 4,804 | $459K |
| ATLas Financial Planning LLC | 0.37% | No change | 4,800 | $459K |
| Clarus Group, Inc. | 0.16% | No change | 4,787 | $458K |
| Chokshi & Queen Wealth Advisors, Inc | 0.21% | Reduce -3.6% | 4,723 | $452K |
| Bluesphere Advisors LLC | 0.14% | No change | 4,595 | $439K |
| Hall Capital Management Co. Inc. | 0.14% | No change | 4,543 | $434K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | No change | 4,536 | $434K |
| Waterfront Wealth Inc. | 0.07% | Reduce -0.7% | 4,375 | $425K |
| Farrell Financial LLC | 0.23% | Add +2.6% | 4,416 | $422K |
| Triangle Securities Wealth Management | 0.08% | No change | 4,405 | $421K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 4,400 | $421K |
| Blue Trust, Inc. | 0.00% | No change | 4,392 | $420K |
| NorthRock Partners, LLC | 0.01% | Reduce -26.9% | 4,391 | $420K |
| Gallacher Capital Management LLC | 0.24% | No change | 4,387 | $420K |
| Visionary Wealth Advisors | 0.02% | No change | 4,380 | $419K |
| Luts & Greenleigh Group, Inc. | 0.32% | No change | 4,375 | $418K |
| Sykon Capital LLC | 0.13% | New | 4,291 | $410K |
| PFG Investments, LLC | 0.02% | Add +0.2% | 4,284 | $410K |
| RTD Financial Advisors, Inc. | 0.04% | Reduce -7.9% | 4,252 | $407K |
| Somerville Kurt F | 0.10% | No change | 4,250 | $406K |
| Heritage Wealth Advisors | 0.01% | Add +0.1% | 4,235 | $405K |
| Meitav Investment House Ltd. | 0.00% | Reduce -9.4% | 4,145 | $396K |
| Stephens Inc. | 0.00% | Add +1.0% | 4,115 | $393K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | Add +0.7% | 4,102 | $392K |
| Lantern Wealth Advisors, LLC | 0.18% | Add +8.2% | 4,092 | $391K |
| D. E. Shaw & Co. | 0.00% | New | 4,081 | $390K |
| IRON Financial LLC | 0.16% | Reduce -13.9% | 4,071 | $389K |
| VeraBank, N.A. | 0.06% | Reduce -26.1% | 4,056 | $388K |
| Insigneo Advisory Services, LLC | 0.01% | New | 3,986 | $381K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -4.6% | 3,968 | $379K |
| Smith, Moore & Co. | 0.02% | Reduce -20.9% | 3,961 | $379K |
| Swmg, LLC | 0.09% | Reduce -8.9% | 3,884 | $374K |
| Spectrum Wealth Advisory Group, LLC | 0.11% | No change | 3,872 | $370K |
| Prasad Wealth Partners, LLC | 0.09% | Add +0.2% | 3,807 | $364K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,796 | $363K |
| REAP Financial Group, LLC | 0.06% | Reduce -9.4% | 3,796 | $363K |
| TritonPoint Partners, LLC | 0.03% | No change | 3,789 | $362K |
| Philadelphia Trust Co. | 0.02% | No change | 3,757 | $359K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +80.7% | 3,743 | $358K |
| XY Planning Network, Inc. | 0.04% | New | 3,730 | $357K |
| ZEGA Investments, LLC | 0.06% | Add +10.2% | 3,705 | $354K |
| Regent Peak Wealth Advisors LLC | 0.07% | No change | 3,687 | $353K |
| Sun Group Wealth Partners | 0.24% | Reduce -8.8% | 3,676 | $351K |
| Diversify Advisory Services, LLC | 0.01% | New | 3,670 | $351K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -3.7% | 3,670 | $351K |
| Veracity Capital LLC | 0.09% | New | 3,526 | $337K |
| Commonwealth Retirement Investments LLC | 0.09% | Reduce -5.5% | 3,523 | $337K |
| Twin Focus Capital Partners, LLC | 0.03% | No change | 3,518 | $336K |
| Tranquility Partners, LLC | 0.11% | Reduce -3.2% | 3,485 | $333K |
| Florida Trust Wealth Management Co | 0.01% | No change | 3,472 | $332K |
| QRG Capital Management, Inc. | 0.00% | New | 3,452 | $330K |
| Paragon Capital Management Ltd | 0.06% | Reduce -37.0% | 3,424 | $327K |
| Allianz Asset Management GmbH | 0.00% | No change | 3,400 | $325K |
| Nuveen, LLC | 0.00% | New | 3,372 | $322K |
| Everhart Financial Group, Inc. | 0.02% | Add +20.0% | 3,364 | $322K |
| Kovack Advisors, Inc. | 0.02% | Add +0.3% | 3,337 | $319K |
| Weaver Consulting Group | 0.07% | No change | 3,332 | $319K |
| Assetmark, Inc. | 0.00% | Add +228.3% | 3,316 | $317K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.4% | 3,298 | $315K |
| LightSquare Wealth Management, LLC | 0.22% | Add +0.2% | 3,296 | $315K |
| Heartwood Wealth Advisors LLC | 0.02% | No change | 3,277 | $313K |
| Ballast Rock Private Wealth LLC | 0.14% | Add +0.1% | 3,271 | $313K |
| Third View Private Wealth, LLC | 0.04% | Reduce -2.6% | 3,234 | $309K |
| Breakwater Investment Management | 0.10% | Reduce -0.1% | 3,158 | $302K |
| Benjamin Edwards Inc. | 0.00% | Reduce -41.8% | 3,139 | $300K |
| Bath Savings Trust Co | 0.03% | New | 3,121 | $298K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -4.3% | 3,101 | $297K |
| Drucker Wealth 3.0, LLC | 0.05% | Reduce -8.2% | 3,064 | $293K |
| Ritholtz Wealth Management | 0.00% | Reduce -6.9% | 3,062 | $293K |
| Henderson Brothers Financial Partners, LLC | 0.14% | Reduce -48.3% | 3,055 | $292K |
| Fort Point Capital Partners LLC | 0.03% | New | 3,130 | $288K |
| Brookwood Investment Group LLC | 0.03% | Reduce -10.8% | 3,005 | $287K |
| Pictet North America Advisors SA | 0.03% | Reduce -17.7% | 3,000 | $287K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 3,000 | $287K |
| OMNI 360 Wealth, Inc. | 0.13% | Add +8.5% | 2,976 | $285K |
| OneAscent Family Office, LLC | 0.14% | Reduce -0.3% | 2,950 | $282K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -18.3% | 2,943 | $281K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.6% | 2,927 | $280K |
| Prepared Retirement Institute LLC | 0.12% | No change | 2,896 | $277K |
| Regatta Research & Money Management | 0.26% | — | 2,896 | $277K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 2,893 | $277K |
| Hilltop Holdings Inc. | 0.02% | Add +0.0% | 2,861 | $274K |
| apricus wealth, LLC | 0.13% | No change | 2,850 | $273K |
| WPWealth LLP | 0.04% | Reduce -6.5% | 2,839 | $271K |
| Thryve Wealth Management LLC | 0.15% | Reduce -20.1% | 2,824 | $270K |
| Whitaker-Myers Wealth Managers, LTD. | 0.04% | Reduce -0.5% | 2,818 | $269K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.8% | 2,798 | $268K |
| Milestones Private Investment Advisors LLC | 0.21% | No change | 2,790 | $267K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 2,777 | $266K |
| Cibc World Market Inc. | 0.00% | Reduce -16.6% | 2,763 | $264K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +6.5% | 2,753 | $263K |
| Soltis Investment Advisors LLC | 0.01% | Reduce -39.3% | 2,725 | $261K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 2,708 | $259K |
| McAlister, Sweet & Associates, Inc. | 0.14% | No change | 2,700 | $258K |
| Nautilus Advisors LLC | 0.15% | Reduce -4.8% | 2,658 | $258K |
| Redwood Financial Network Corp | 0.14% | Reduce -27.5% | 2,695 | $258K |
| Avior Wealth Management, LLC | 0.01% | Reduce -44.4% | 2,690 | $257K |
| Fidelis Capital Partners, LLC | 0.01% | Reduce -8.6% | 2,675 | $256K |
| Truepoint, Inc. | 0.01% | New | 2,667 | $255K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -35.2% | 2,661 | $254K |
| FSA Advisors, Inc. | 0.11% | Reduce -18.2% | 2,617 | $250K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,607 | $249K |
| First Business Financial Services, Inc. | 0.02% | No change | 2,543 | $243K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -3.4% | 2,532 | $242K |
| Calton & Associates, Inc. | 0.04% | Reduce -49.1% | 2,517 | $241K |
| Signaturefd, LLC | 0.00% | No change | 2,504 | $239K |
| Pacific Financial Group Inc. | 0.11% | Reduce -14.6% | 2,482 | $237K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,456 | $235K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -3.3% | 2,441 | $233K |
| Capital Management Corp. | 0.03% | No change | 2,430 | $232K |
| Colter Lewis Investment Partners LLC | 0.10% | No change | 2,401 | $230K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,400 | $230K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,347 | $224K |
| Retirement Investment Advisors, Inc. | 0.02% | No change | 2,321 | $224K |
| Stewardship Concepts Financial Services LLC | 0.15% | Reduce -3.1% | 2,338 | $224K |
| Benedict Financial Advisors Inc. | 0.04% | Add +1.1% | 2,329 | $223K |
| Atlas Wealth LLC | 0.04% | Reduce -2.4% | 2,319 | $222K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -75.8% | 2,310 | $221K |
| Vigil Wealth Management, LLC | 0.16% | No change | 2,307 | $221K |
| JGP Wealth Management, LLC | 0.02% | New | 2,305 | $220K |
| Trust Co. of Toledo NA | 0.02% | No change | 2,289 | $219K |
| Financial Advisors Network, Inc. | 0.03% | No change | 2,278 | $218K |
| Ipswich Investment Management Co., Inc. | 0.05% | New | 2,270 | $217K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,264 | $217K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -6.6% | 2,252 | $215K |
| Edgemoor Investment Advisors, Inc. | 0.01% | New | 2,200 | $210K |
| Quattro Advisors LLC | 0.14% | New | 2,187 | $209K |
| Armbruster Capital Management, Inc. | 0.03% | New | 2,177 | $208K |
| Asset Dedication, LLC | 0.01% | Reduce -23.6% | 2,176 | $208K |
| Evanson Financial, LLC | 0.01% | — | 2,168 | $207K |
| Cypress Capital Group | 0.02% | New | 2,165 | $207K |
| Breakwater Capital Group | 0.02% | Reduce -7.4% | 2,161 | $207K |
| AlphaStar Capital Management, LLC | 0.01% | Reduce -5.3% | 2,160 | $207K |
| Accredited Investors Inc. | 0.01% | New | 2,150 | $206K |
| Harbor Asset Planning, Inc. | 0.15% | Add +0.3% | 2,139 | $205K |
| Xcelsior Advisor Partners LLC | 0.03% | New | 2,106 | $201K |
| Ellevest, Inc. | 0.02% | New | 2,101 | $201K |
| Guerra Pan Advisors, LLC | 0.11% | New | 2,097 | $200K |
| Walkner Condon Financial Advisors LLC | 0.02% | New | 2,092 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | New | 1,987 | $190K |
| Whittier Trust Co. | 0.00% | Reduce -25.9% | 1,966 | $189K |
| Key Financial Inc | 0.03% | Add +13.9% | 1,944 | $186K |
| Advyzon Investment Management, LLC | 0.01% | New | 1,893 | $181K |
| AlphaCore Capital LLC | 0.00% | New | 1,862 | $178K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 1,672 | $160K |
| Coastline Trust Co | 0.01% | Reduce -6.7% | 1,608 | $154K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,570 | $150K |
| CNB Bank | 0.06% | No change | 1,563 | $149K |
| Wolff Wiese Magana LLC | 0.06% | No change | 1,411 | $135K |
| Independence Bank of Kentucky | 0.01% | No change | 1,371 | $131K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.3% | 1,358 | $130K |
| Pioneer Family Office, LLC | 0.07% | No change | 1,340 | $128K |
| Piscataqua Savings Bank | 0.08% | No change | 1,300 | $124K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,275 | $122K |
| Clearstead Trust, LLC | 0.02% | No change | 1,266 | $121K |
| Wellington-Altus USA Inc. | 0.08% | New | 1,331 | $117K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 1,221 | $117K |
| Evolution Wealth Management Inc. | 0.07% | No change | 1,195 | $114K |
| Navigoe, LLC | 0.06% | No change | 1,194 | $114K |
| Tounjian Advisory Partners, LLC | 0.05% | New | 1,144 | $109K |
| Westside Investment Management, Inc. | 0.01% | Reduce -18.6% | 1,055 | $101K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 1,027 | $98K |
| Rossby Financial, LCC | 0.02% | Add +36.9% | 1,012 | $97K |
| Operose Advisors LLC | 0.02% | No change | 969 | $93K |
| Citigroup Inc. | 0.00% | Add +27.2% | 967 | $92K |
| NBH Bank | 0.04% | — | 930 | $89K |
| Holos Integrated Wealth LLC | 0.04% | No change | 869 | $84K |
| Parallel Advisors, LLC | 0.00% | No change | 830 | $79K |
| American National Bank & Trust | 0.01% | No change | 787 | $75K |
| SouthState Bank Corp | 0.00% | New | 775 | $74K |
| GAMMA Investing LLC | 0.00% | No change | 751 | $72K |
| Keystone Financial Group, Inc. | 0.04% | Add +0.3% | 747 | $71K |
| Activest Wealth Management | 0.01% | New | 722 | $69K |
| AdvisorNet Financial, Inc | 0.00% | No change | 702 | $67K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -14.9% | 687 | $66K |
| Bangor Savings Bank | 0.00% | Reduce -61.4% | 683 | $65K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +59.3% | 637 | $61K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -36.3% | 637 | $61K |
| Harborfront Financial Group LLC | 0.23% | — | 628 | $60K |
| Trust Co. of Vermont | 0.00% | — | 612 | $59K |
| Kilter Group LLC | 0.02% | No change | 610 | $58K |
| International Assets Investment Management, LLC | 0.00% | No change | 600 | $57K |
| Newton One Investments LLC | 0.01% | No change | 595 | $57K |
| Cheviot Value Management, LLC | 0.01% | No change | 571 | $55K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 567 | $54K |
| Bogart Wealth, LLC | 0.00% | Add +0.2% | 550 | $53K |
| Nova Wealth Management, Inc. | 0.03% | Reduce -11.4% | 534 | $51K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 525 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 515 | $49K |
| Napier Financial, LLC | 0.01% | No change | 514 | $49K |
| Vanguard Advisers Inc. | 0.00% | Reduce -6.1% | 508 | $49K |
| Ascentis Independent Advisors | 0.13% | Reduce -99.5% | 500 | $48K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 487 | $47K |
| Stone House Investment Management, LLC | 0.01% | No change | 483 | $46K |
| Brooklyn FI, LLC | 0.01% | New | 465 | $45K |
| Hantz Financial Services, Inc. | 0.00% | Add +302.7% | 451 | $43K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 440 | $42K |
| Russell Investments Group, Ltd. | 0.00% | Add +4633.3% | 426 | $41K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 417 | $40K |
| Highline Wealth Partners LLC | 0.01% | No change | 413 | $39K |
| Front Row Advisors LLC | 0.01% | New | 373 | $37K |
| RMG Wealth Management LLC | 0.00% | New | 369 | $37K |
| Integrity Financial Corp | 0.02% | No change | 385 | $37K |
| Versant Capital Management, Inc | 0.00% | No change | 381 | $36K |
| Chapman Financial Group, LLC | 0.02% | No change | 350 | $33K |
| Timbuktu Capital Management, LLC | 0.05% | — | 333 | $32K |
| JFS Wealth Advisors, LLC | 0.00% | Add +134.1% | 323 | $31K |
| S&T Bank | 0.01% | No change | 316 | $30K |
| Johnson Financial Group, Inc. | 0.00% | Add +26.9% | 307 | $29K |
| Tsfg, LLC | 0.00% | No change | 308 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 303 | $29K |
| Covestor Ltd | 0.02% | Reduce -45.1% | 295 | $28K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 268 | $26K |
| North Star Investment Management Corp. | 0.00% | No change | 266 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 262 | $25K |
| Trust Co | 0.00% | Add +62.0% | 256 | $24K |
| Providence Capital Advisors, LLC | 0.00% | New | 250 | $24K |
| Princeton Global Asset Management LLC | 0.00% | No change | 250 | $24K |
| Continuum Advisory, LLC | 0.00% | New | 229 | $22K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 227 | $22K |
| Spire Wealth Management | 0.00% | No change | 226 | $22K |
| Addison Advisors LLC | 0.01% | Reduce -84.3% | 206 | $20K |
| Pursuit Wealth Strategies, LLC | 0.02% | No change | 200 | $19K |
| Fairman Group, LLC | 0.01% | No change | 200 | $19K |
| Cetera Trust Company, N.A | 0.01% | No change | 200 | $19K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 170 | $16K |
| Bare Financial Services, Inc | 0.00% | No change | 155 | $15K |
| SHP Wealth Management | 0.00% | Add +52.0% | 152 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 150 | $14K |
| Federated Hermes, Inc. | 0.00% | New | 144 | $14K |
| Buck Wealth Strategies, LLC | 0.00% | New | 140 | $13K |
| Vision Retirement, LLC | 0.00% | Add +0.8% | 119 | $11K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -97.3% | 118 | $11K |
| Southern Michigan Bank & Trust | 0.00% | No change | 115 | $11K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -12.0% | 110 | $11K |
| Financial Perspectives, Inc | 0.00% | No change | 104 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -26.8% | 104 | $10K |
| Costello Asset Management, INC | 0.00% | No change | 102 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 87 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 81 | $8K |
| NBT Bank, N.A. | 0.00% | Reduce -26.4% | 78 | $7K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 77 | $7K |
| LM Advisors LLC | 0.03% | Add +1090.3% | 73,417 | $7K |
| Founders Capital Management | 0.00% | New | 66 | $6K |
| Abound Wealth Management | 0.00% | New | 62 | $6K |
| Davis Capital Management | 0.00% | No change | 56 | $5K |
| Catherine Avery Investment Management LLC | 0.00% | New | 55 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -86.0% | 51 | $5K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 50 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 49 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 45 | $4K |
| Crewe Advisors LLC | 0.00% | No change | 36 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 25 | $2K |
| Bfsg, LLC | 0.00% | Reduce -94.6% | 17 | $2K |
| Abound Financial, LLC | 0.00% | No change | 15 | $1K |
| Key Capital Management, INC | 0.00% | New | 13 | $1K |
| Markowski Investments | 0.00% | — | 4 | $393 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $191 |
"% 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.