SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q1 2024 (March 31)1,148holders
5famous investors
$397.62avg. 13F price*
At the end of Q1 2024, 1,148 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings. The largest holders were Morgan Stanley ($1.4B), Bank of America Corp. ($822.7M) and Goldman Sachs Group Inc. ($646.8M). 5 famous investors held it, including Israel Englander (0.3% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q1 2024)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $407.1M |
| Exits | 75 | $126.9M |
Ownership 1,148 holders
| Morgan Stanley | 0.11% | Reduce -27.9% | 3,566,598 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -0.3% | 2,068,238 | $822.7M |
| Goldman Sachs Group Inc. | 0.14% | Add +5.8% | 1,626,195 | $646.8M |
| LPL Financial LLC | 0.31% | Add +12.1% | 1,466,678 | $583.4M |
| Jane Street Group, LLC | 0.72% | Add +44.7% | 1,396,189 | $555.3M |
| Wells Fargo & Company | 0.12% | Reduce -9.9% | 1,108,354 | $440.9M |
| Royal Bank of Canada | 0.10% | Reduce -15.3% | 1,080,663 | $429.8M |
| Millennium Management | 0.26% | Reduce -50.1% | 756,591 | $300.9M |
| UBS Group AG | 0.10% | Reduce -12.6% | 726,469 | $289.0M |
| Ameriprise Financial Inc. | 0.07% | Add +2.9% | 672,669 | $267.6M |
| CHURCHILL MANAGEMENT Corp | 2.62% | Reduce -2.1% | 527,725 | $209.9M |
| JPMorgan Chase & Co. | 0.02% | Add +15.3% | 491,843 | $195.6M |
| Susquehanna International Group, LLP | 0.29% | Add +283.8% | 481,828 | $191.7M |
| Bank of Montreal | 0.06% | Reduce -32.9% | 449,689 | $178.8M |
| Wolverine Trading, LLC | 1.76% | New | 435,751 | $173.3M |
| Credit Suisse AG/ | 0.14% | Reduce -10.9% | 376,636 | $149.8M |
| Osaic Holdings, Inc. | 0.28% | Add +7.9% | 309,346 | $123.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.5% | 291,355 | $115.9M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -1.8% | 286,422 | $113.9M |
| Cibc World Market Inc. | 0.28% | Add +173.7% | 278,840 | $110.9M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +6.1% | 265,928 | $105.8M |
| Commonwealth Equity Services, LLC | 0.16% | Add +2.7% | 247,598 | $98.5M |
| Arkansas Financial Group, Inc. | 16.16% | Reduce -0.7% | 230,829 | $91.8M |
| BNP Paribas Financial Markets | 0.11% | Add +30.1% | 221,518 | $88.1M |
| Qube Research & Technologies Ltd | 0.15% | Add +2430.5% | 211,902 | $84.3M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +5.1% | 210,889 | $83.9M |
| Raymond James & Associates | 0.06% | Reduce -0.1% | 204,311 | $81.3M |
| Berkshire Money Management, Inc. | 9.44% | Reduce -2.1% | 196,642 | $78.2M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -4.3% | 194,971 | $77.6M |
| Cetera Investment Advisers | 0.18% | Add +216.2% | 192,595 | $76.6M |
| Citadel Advisors | 0.08% | Reduce -21.9% | 191,708 | $76.3M |
| Flow Traders U.S. LLC | 4.01% | Reduce -51.5% | 188,623 | $75.0M |
| USA Financial Formulas | 11.59% | Add +5954.3% | 179,692 | $71.5M |
| Total Investment Management Inc. | 8.77% | Reduce -1.2% | 175,218 | $69.7M |
| Chartist Inc. | 33.00% | Reduce -2.7% | 161,797 | $64.4M |
| Stifel Financial Corp. | 0.07% | Add +4.7% | 161,280 | $64.2M |
| Truist Financial Corp. | 0.09% | Reduce -1.6% | 156,557 | $62.3M |
| Modern Wealth Management, LLC | 5.75% | Add +202.9% | 155,760 | $62.0M |
| Private Advisor Group, LLC | 0.43% | Add +77.8% | 152,106 | $60.5M |
| Campbell Wealth Management | 5.94% | Add +81.9% | 150,360 | $59.8M |
| Barclays PLC | 0.03% | Reduce -45.9% | 139,093 | $55.3M |
| CM Wealth Advisors LLC | 15.05% | Add +23.8% | 135,440 | $52.7M |
| Citigroup Inc. | 0.05% | Add +238.3% | 124,102 | $49.4M |
| Horizon Wealth Management, LLC | 12.38% | Add +12.3% | 119,264 | $47.4M |
| Atria Investments, Inc | 0.65% | Reduce -2.7% | 118,206 | $47.0M |
| Apollon Wealth Management, LLC | 1.47% | Reduce -5.5% | 117,521 | $46.7M |
| HighTower Advisors, LLC | 0.07% | Reduce -21.8% | 115,291 | $45.9M |
| Squarepoint Ops LLC | 0.18% | New | 111,187 | $44.2M |
| Walleye Trading LLC | 0.68% | Add +53.1% | 104,636 | $41.6M |
| Tower Research Capital LLC (TRC) | 0.92% | Add +145.7% | 95,581 | $38.0M |
| Optiver Holding B.V. | 1.48% | New | 89,741 | $35.7M |
| Steel Grove Capital Advisors, LLC | 4.47% | Reduce -21.0% | 84,568 | $33.6M |
| Creative Planning | 0.04% | Add +4.1% | 84,418 | $33.6M |
| Beacon Capital Management, LLC | 6.80% | Add +2.2% | 83,405 | $33.2M |
| Fsa Wealth Partners, Inc. | 8.19% | Reduce -1.9% | 82,836 | $32.9M |
| Select Asset Management & Trust | 13.34% | Add +1.5% | 80,728 | $32.1M |
| Pinkerton Wealth, LLC | 5.07% | New | 79,224 | $31.5M |
| Captrust Financial Advisors | 0.11% | Add +38.3% | 75,935 | $30.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.6% | 71,835 | $28.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +2.4% | 71,728 | $28.5M |
| Jones Financial Companies LLLP | 0.04% | Add +2.8% | 69,589 | $27.7M |
| Concurrent Investment Advisors, LLC | 1.10% | Add +64.2% | 68,293 | $27.2M |
| Pinnacle Associates Ltd. | 0.42% | Reduce -8.9% | 67,166 | $26.7M |
| Financial Advisory Group | 4.60% | Reduce -4.4% | 65,482 | $26.0M |
| Corient Private Wealth LP | 0.05% | Add +1.5% | 65,250 | $26.0M |
| Mariner, LLC | 0.05% | Add +5.3% | 64,877 | $25.8M |
| MML Investors Services, LLC | 0.10% | Add +3.4% | 63,797 | $25.4M |
| Cerity Partners LLC | 0.07% | Reduce -2.4% | 62,926 | $24.9M |
| Ocean Park Asset Management, LLC | 1.17% | No change | 62,552 | $24.9M |
| Stephens Inc. | 0.38% | Add +2.0% | 62,011 | $24.7M |
| TCP Asset Management, LLC | 6.40% | Add +35.7% | 60,857 | $24.2M |
| IMC-Chicago, LLC | 0.83% | Reduce -85.2% | 60,285 | $24.0M |
| FMR LLC | 0.00% | Add +17.7% | 59,442 | $23.6M |
| Meitav Investment House Ltd. | 0.46% | Add +3.3% | 58,551 | $23.3M |
| Conservest Capital Advisors, Inc. | 2.37% | Reduce -3.1% | 58,454 | $23.3M |
| NewEdge Advisors, LLC | 0.19% | Add +10.7% | 55,954 | $22.3M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.91% | Add +2.6% | 55,446 | $22.1M |
| Schroder Investment Management Group | 0.03% | Add +8.6% | 54,300 | $21.6M |
| Walleye Capital LLC | 0.24% | New | 50,877 | $20.2M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 49,773 | $19.8M |
| Integrated Wealth Concepts LLC | 0.28% | Add +1.1% | 49,286 | $19.6M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -5.5% | 48,856 | $19.4M |
| Trilogy Capital Inc. | 1.11% | Reduce -8.7% | 48,598 | $19.3M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.68% | No change | 48,431 | $19.3M |
| AMG National Trust Bank | 0.55% | Reduce -0.8% | 47,521 | $18.9M |
| SG Americas Securities, LLC | 0.10% | Reduce -32.8% | 46,567 | $18.5M |
| Avantax Advisory Services, Inc. | 0.16% | Add +2.3% | 46,004 | $18.3M |
| GenWealth Group, Inc. | 4.49% | Add +6.1% | 44,760 | $17.8M |
| Daiwa Securities Group Inc. | 0.10% | Add +23.0% | 44,635 | $17.8M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +10.3% | 43,613 | $17.3M |
| IFP Advisors, Inc | 0.74% | Reduce -4.1% | 42,328 | $16.8M |
| Johnson Bixby & Associates, LLC | 2.84% | Reduce -32.9% | 41,128 | $16.4M |
| Robertson Stephens Wealth Management, LLC | 0.89% | Add +8.9% | 40,582 | $16.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.9% | 40,218 | $16.0M |
| Pinnacle Financial Partners Inc | 0.34% | Reduce -0.3% | 39,915 | $15.9M |
| Echo45 Advisors LLC | 11.40% | Reduce -0.7% | 39,839 | $15.8M |
| HSBC Holdings PLC | 0.01% | Reduce -30.8% | 39,720 | $15.8M |
| Creekmur Asset Management LLC | 5.34% | Reduce -4.8% | 39,219 | $15.6M |
| Clear Creek Financial Management, LLC | 1.94% | Add +1064.1% | 38,171 | $15.2M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +31.5% | 37,523 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.2% | 37,068 | $14.7M |
| MKT Advisors LLC | 7.87% | Reduce -1.0% | 37,307 | $14.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +7.7% | 35,728 | $14.2M |
| Prostatis Group LLC | 5.34% | Add +3.9% | 35,426 | $14.1M |
| L & S Advisors Inc | 1.77% | Add +0.1% | 34,838 | $13.9M |
| Commerce Bank | 0.09% | Reduce -0.3% | 34,557 | $13.7M |
| TD Waterhouse Canada Inc. | 0.10% | Reduce -0.7% | 34,741 | $13.6M |
| Washburn Capital Management, Inc. | 9.92% | Reduce -6.5% | 33,734 | $13.4M |
| Blair William & Co. | 0.04% | Reduce -17.4% | 33,259 | $13.2M |
| Ameritas Advisory Services, LLC | 0.54% | Add +64.2% | 33,744 | $13.0M |
| First Heartland Consultants, Inc. | 1.35% | Add +52.0% | 32,775 | $13.0M |
| SteelPeak Wealth, LLC | 0.66% | Add +20.6% | 32,475 | $12.9M |
| Melone Private Wealth, LLC | 7.66% | Add +0.5% | 32,071 | $12.8M |
| Atlas Private Wealth Advisors | 4.21% | Reduce -47.1% | 31,638 | $12.6M |
| National Bank of Canada | 0.02% | Reduce -4.7% | 31,441 | $12.4M |
| Benin Management CORP | 3.85% | Reduce -1.0% | 30,600 | $12.2M |
| Oppenheimer & Co. Inc. | 0.20% | Add +21.1% | 30,491 | $12.1M |
| All Terrain Financial Advisors, LLC | 5.22% | Reduce -4.1% | 30,416 | $12.1M |
| IFG Advisory, LLC | 0.89% | Reduce -0.3% | 30,104 | $12.0M |
| Mechanics Bank Trust Department | 1.75% | Add +4.7% | 30,012 | $11.9M |
| Amplius Wealth Advisors, LLC | 1.33% | Reduce -3.9% | 29,897 | $11.9M |
| Pinnacle Holdings, LLC | 4.88% | Reduce -9.1% | 29,683 | $11.8M |
| Prospera Financial Services Inc | 0.35% | Add +11.9% | 29,359 | $11.7M |
| Sykon Capital LLC | 4.22% | New | 29,339 | $11.7M |
| Pittenger & Anderson Inc. | 0.47% | Add +6.1% | 29,234 | $11.6M |
| Wedbush Securities Inc. | 0.42% | Add +2.7% | 28,254 | $11.2M |
| Camarda Financial Advisors, LLC | 4.53% | New | 28,169 | $11.2M |
| Oak Harvest Investment Services | 1.86% | Reduce -6.0% | 28,132 | $11.2M |
| Paloma Partners Management Co | 2.34% | Add +45.5% | 28,036 | $11.2M |
| MYDA Advisors LLC | 3.88% | New | 28,000 | $11.1M |
| Capital Wealth Planning, LLC | 0.11% | Reduce -86.4% | 26,530 | $10.6M |
| Whittier Trust Co. of Nevada Inc. | 0.30% | Reduce -1.2% | 26,438 | $10.5M |
| Cresset Asset Management, LLC | 0.05% | Add +66.3% | 26,137 | $10.4M |
| D. E. Shaw & Co. | 0.01% | Add +341.0% | 26,036 | $10.4M |
| Heck Capital Advisors, LLC | 1.57% | Add +0.3% | 25,909 | $10.3M |
| Comerica Bank | 0.04% | Reduce -4.5% | 25,427 | $10.1M |
| Financial Sense Advisors, Inc. | 3.51% | Reduce -2.0% | 24,797 | $9.9M |
| M&T Bank Corp | 0.03% | Reduce -3.2% | 24,387 | $9.7M |
| Focus Partners Wealth | 0.08% | Add +1275.3% | 23,587 | $9.4M |
| Equitable Holdings, Inc. | 0.10% | Add +30.2% | 23,376 | $9.3M |
| Clarity Wealth Advisors, LLC | 3.14% | Add +17.0% | 23,333 | $9.3M |
| Snowden Capital Advisors LLC | 0.28% | Reduce -3.0% | 22,091 | $8.8M |
| Credit Agricole S A | 0.15% | Add +11.8% | 23,270 | $8.8M |
| FOCUS Wealth Advisors, LLC | 4.69% | Add +24.3% | 22,041 | $8.8M |
| NTV Asset Management LLC | 1.33% | Reduce -8.8% | 21,940 | $8.7M |
| Sound View Wealth Advisors Group, LLC | 0.92% | Reduce -4.8% | 21,788 | $8.7M |
| Independent Financial Group, LLC | 0.40% | Add +42.3% | 21,710 | $8.6M |
| Capital Management Associates, Inc | 6.30% | Add +11.8% | 21,488 | $8.5M |
| Smithbridge Asset Management Inc. | 1.76% | New | 21,439 | $8.5M |
| GTS Securities LLC | 0.23% | Reduce -93.6% | 21,213 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.49% | Add +3.2% | 20,967 | $8.3M |
| Federation des caisses Desjardins du Quebec | 0.06% | Reduce -13.5% | 20,744 | $8.3M |
| Whittier Trust Co. | 0.12% | Reduce -11.9% | 20,658 | $8.2M |
| J.W. Cole Advisors, Inc. | 0.41% | Add +3.8% | 20,656 | $8.2M |
| Allworth Financial LP | 0.06% | Reduce -6.2% | 20,597 | $8.2M |
| Arete Wealth Advisors, LLC | 0.75% | Reduce -1.5% | 20,268 | $8.1M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +5.9% | 19,966 | $7.9M |
| Armbruster Capital Management, Inc. | 1.68% | Reduce -2.1% | 19,873 | $7.9M |
| Parallax Volatility Advisers, L.P. | 0.26% | Reduce -4.4% | 19,844 | $7.9M |
| GHP Investment Advisors, Inc. | 0.39% | Reduce -1.6% | 19,653 | $7.8M |
| Sheaff Brock Investment Advisors, LLC | 0.62% | Add +0.5% | 19,570 | $7.8M |
| Washington Capital Management, Inc. | 6.27% | No change | 19,416 | $7.7M |
| AE Wealth Management LLC | 0.09% | Reduce -88.9% | 19,165 | $7.6M |
| Wealth Quarterback LLC | 4.26% | Add +5.1% | 19,158 | $7.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -7.1% | 18,952 | $7.5M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -1.9% | 18,495 | $7.4M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -10.1% | 18,407 | $7.3M |
| Curtis Advisory Group, LLC | 2.80% | Reduce -3.9% | 18,197 | $7.2M |
| CenterStar Asset Management, LLC | 14.95% | Add +1578.7% | 18,164 | $7.2M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +3.6% | 17,640 | $7.0M |
| Magnolia Capital Management Ltd. | 5.88% | No change | 17,410 | $6.9M |
| King Wealth Management Group | 1.20% | Reduce -1.2% | 17,214 | $6.8M |
| Regions Financial Corp. | 0.05% | Reduce -1.6% | 17,060 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.37% | Add +2.8% | 17,059 | $6.8M |
| Johnson Investment Counsel Inc. | 0.07% | Reduce -0.2% | 16,328 | $6.5M |
| POM Investment Strategies, LLC | 5.22% | Add +3131.7% | 16,029 | $6.4M |
| RFG Advisory, LLC | 0.22% | Reduce -17.8% | 16,027 | $6.4M |
| Point72 (DIFC) Ltd | 0.49% | — | 16,010 | $6.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.68% | Reduce -3.4% | 15,950 | $6.3M |
| Blue Bell Private Wealth Management, LLC | 1.36% | Reduce -0.8% | 15,942 | $6.3M |
| Smith Anglin Financial, LLC | 0.64% | Reduce -7.6% | 15,553 | $6.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +76.4% | 15,550 | $6.2M |
| Point72 Europe (London) LLP | 0.57% | New | 15,511 | $6.2M |
| Foster Group, Inc. | 0.31% | Reduce -4.2% | 15,500 | $6.2M |
| Lido Advisors, LLC | 0.06% | Add +17.3% | 15,447 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -11.8% | 15,241 | $6.1M |
| Bfsg, LLC | 0.80% | Add +4341.1% | 15,144 | $6.0M |
| Sowell Financial Services LLC | 0.28% | Reduce -6.4% | 15,025 | $6.0M |
| Bremer Bank National Association | 1.10% | No change | 14,957 | $5.9M |
| Iowa State Bank | 1.31% | No change | 14,870 | $5.9M |
| Advisory Services Network, LLC | 0.13% | Add +115.5% | 14,784 | $5.9M |
| Frank, Rimerman Advisors LLC | 1.12% | Add +4.6% | 14,590 | $5.8M |
| Northern Financial Advisors Inc | 4.53% | Reduce -6.1% | 14,580 | $5.8M |
| Ascension Capital Advisors, Inc. | 3.19% | New | 14,436 | $5.7M |
| Harbour Investments, Inc. | 0.20% | Add +1.6% | 14,344 | $5.7M |
| Intergy Private Wealth, LLC | 2.35% | Add +0.6% | 14,343 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.9% | 14,308 | $5.7M |
| Neuberger Berman Group LLC | 0.00% | Add +9.7% | 14,135 | $5.6M |
| Summit Asset Management, LLC | 0.65% | Reduce -11.0% | 13,766 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +6.2% | 16,238 | $5.5M |
| Dohj, LLC | 1.44% | Add +1826.3% | 13,677 | $5.4M |
| Birinyi Associates Inc. | 1.77% | Reduce -2.1% | 13,656 | $5.4M |
| D.A. Davidson & Co. | 0.05% | Reduce -13.7% | 13,632 | $5.4M |
| Venture Visionary Partners LLC | 0.25% | Add +3.7% | 13,470 | $5.4M |
| LM Advisors LLC | 0.94% | Reduce -4.8% | 13,533 | $5.3M |
| Prudential Financial Inc. | 0.01% | Reduce -4.5% | 13,333 | $5.3M |
| Brown Advisory Inc. | 0.01% | Add +8.0% | 13,300 | $5.3M |
| Guardian Asset Advisors, LLC | 4.39% | Add +5.3% | 13,279 | $5.3M |
| Cowa, LLC | 3.09% | Reduce -1.9% | 13,163 | $5.2M |
| Mission Creek Capital Partners, Inc. | 1.35% | Add +0.1% | 13,012 | $5.2M |
| Advisors Management Group Inc. | 1.28% | Add +3.8% | 12,940 | $5.1M |
| IFG Advisors, LLC | 1.30% | Add +0.4% | 12,597 | $5.0M |
| Vivid Wealth Management, LLC | 3.12% | Reduce -0.2% | 12,547 | $5.0M |
| American National Bank & Trust | 0.65% | Reduce -4.9% | 12,409 | $4.9M |
| Ayalon Insurance Comp Ltd. | 1.62% | Add +180.3% | 12,213 | $4.9M |
| Montag A & Associates Inc. | 0.24% | No change | 12,200 | $4.9M |
| Greenwich Wealth Management LLC | 0.38% | Reduce -2.0% | 12,109 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +6.9% | 12,020 | $4.8M |
| Miller Investment Management, LP | 0.61% | No change | 12,010 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -30.3% | 11,832 | $4.7M |
| Concourse Financial Group Securities, Inc. | 0.30% | Add +294.4% | 11,748 | $4.7M |
| Bay Rivers Group | 2.56% | Reduce -2.3% | 11,721 | $4.7M |
| Composition Wealth, LLC | 0.12% | Reduce -11.5% | 11,517 | $4.6M |
| Fortis Group Advisors, LLC | 0.84% | Add +5623.5% | 11,447 | $4.6M |
| Tortoise Investment Management, LLC | 0.55% | Reduce -1.6% | 11,412 | $4.5M |
| Absolute Capital Management, LLC | 2.89% | New | 11,400 | $4.5M |
| Kaizen Financial Strategies | 3.03% | Add +36.8% | 11,194 | $4.5M |
| Certuity, LLC | 0.39% | Add +1.6% | 11,085 | $4.4M |
| Narwhal Capital Management | 0.43% | No change | 11,080 | $4.4M |
| Brighton Jones LLC | 0.16% | Add +0.6% | 10,907 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -29.9% | 10,904 | $4.3M |
| Greenup Street Wealth Management LLC | 1.08% | New | 8,245 | $4.3M |
| Pettinga Financial Advisors LLC | 1.09% | Reduce -20.1% | 10,775 | $4.3M |
| Nwam LLC | 0.34% | Reduce -12.8% | 10,807 | $4.2M |
| IPG Investment Advisors LLC | 0.91% | Add +1324.7% | 10,486 | $4.2M |
| Sigma Planning Corp | 0.13% | Add +122.3% | 10,405 | $4.1M |
| Brookstone Capital Management | 0.07% | Reduce -23.8% | 10,294 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.39% | Reduce -25.2% | 10,120 | $4.0M |
| Tufton Capital Management | 0.79% | Reduce -1.8% | 10,075 | $4.0M |
| TD Asset Management Inc | 0.00% | Add +167.9% | 9,745 | $3.9M |
| Belpointe Asset Management LLC | 0.29% | Add +295.5% | 9,722 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -17.7% | 9,605 | $3.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | No change | 9,583 | $3.8M |
| Coastwise Capital Group, LLC | 3.57% | Reduce -29.4% | 9,541 | $3.8M |
| Kelleher Financial Advisors | 1.55% | No change | 9,393 | $3.7M |
| Constant Guidance Financial LLC | 3.42% | Add +171.8% | 9,590 | $3.7M |
| Schnieders Capital Management LLC | 0.77% | No change | 9,256 | $3.7M |
| Sharp Wealth Advisory, LLC | 3.42% | Add +11.4% | 9,234 | $3.7M |
| Summit Wealth Partners, LLC | 0.77% | Add +8.6% | 9,027 | $3.6M |
| GFS Advisors, LLC | 0.59% | Reduce -2.7% | 9,018 | $3.6M |
| Insigneo Advisory Services, LLC | 0.42% | Reduce -15.9% | 8,971 | $3.6M |
| Harvest Investment Services, LLC | 1.44% | Reduce -4.3% | 8,988 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.41% | Add +139.3% | 8,733 | $3.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Add +2.6% | 8,564 | $3.4M |
| IHT Wealth Management, LLC | 0.14% | Reduce -6.2% | 8,531 | $3.4M |
| Stelac Advisory Services LLC | 1.57% | Reduce -9.9% | 8,416 | $3.4M |
| Lincoln National Corp. | 0.05% | Add +101.2% | 8,374 | $3.3M |
| Buckingham Strategic Wealth, LLC | 0.04% | Add +4.1% | 8,371 | $3.3M |
| Novak & Powell Financial Services, Inc. | 2.48% | Add +0.4% | 8,347 | $3.3M |
| Fortune 45 LLC | 2.69% | Add +0.4% | 8,246 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -4.2% | 8,240 | $3.3M |
| Caldwell Trust Co | 0.38% | Reduce -0.1% | 8,236 | $3.3M |
| Kingswood Wealth Advisors, LLC | 0.37% | Reduce -51.4% | 8,138 | $3.2M |
| Western Wealth Management, LLC | 0.25% | Reduce -2.4% | 8,086 | $3.2M |
| Founders Financial Alliance, LLC | 0.96% | Add +7.3% | 8,043 | $3.2M |
| Foresight Capital Management Advisors, Inc. | 2.43% | Add +4.7% | 7,980 | $3.2M |
| Mason & Associates, LLC | 2.43% | — | 7,980 | $3.2M |
| Integrated Advisors Network LLC | 0.16% | Add +40.8% | 7,974 | $3.2M |
| Cwm, LLC | 0.02% | Add +5.2% | 7,949 | $3.2M |
| Gratus Capital, LLC | 0.14% | Add +363.2% | 7,874 | $3.1M |
| Centiva Capital, LP | 0.19% | New | 7,825 | $3.1M |
| Autumn Glory Partners, LLC | 1.52% | No change | 7,803 | $3.1M |
| Meridian Investment Counsel Inc. | 1.03% | Reduce -1.3% | 7,754 | $3.1M |
| Level Four Advisory Services, LLC | 0.17% | No change | 8,137 | $3.1M |
| Capital Advisory Group Advisory Services, LLC | 1.42% | Add +5.6% | 7,516 | $3.0M |
| Graves Light Lenhart Wealth, Inc. | 0.35% | No change | 7,505 | $3.0M |
| Keystone Financial Group | 0.44% | Add +18.4% | 7,478 | $3.0M |
| CoreCap Advisors, LLC | 0.16% | Add +76.4% | 7,412 | $2.9M |
| International Assets Investment Management, LLC | 0.31% | Add +3.0% | 7,454 | $2.9M |
| AlphaStar Capital Management, LLC | 0.30% | Reduce -33.5% | 7,338 | $2.9M |
| FSC Wealth Advisors, LLC | 2.06% | No change | 7,341 | $2.9M |
| Spire Wealth Management | 0.05% | Add +3.5% | 7,305 | $2.9M |
| InterOcean Capital Group, LLC | 0.07% | Add +0.9% | 7,224 | $2.9M |
| Idaho Trust Co | 2.75% | New | 7,163 | $2.8M |
| Fingerlakes Wealth Management, Inc. | 2.75% | Add +0.4% | 7,163 | $2.8M |
| Letson Investment Management, Inc. | 1.20% | No change | 7,159 | $2.8M |
| Hudock, Inc. | 0.63% | Reduce -1.8% | 7,152 | $2.8M |
| Eaton Financial Holdings Company, LLC | 1.45% | Add +1.9% | 7,031 | $2.8M |
| Cambridge Financial Group, LLC | 1.32% | Add +0.2% | 6,996 | $2.8M |
| TrueWealth Advisors, LLC | 1.07% | Reduce -2.2% | 6,980 | $2.8M |
| JTC Employer Solutions Trustee Ltd | 0.18% | No change | 6,981 | $2.8M |
| Wealthspire Advisors, LLC | 0.04% | Add +8.3% | 6,933 | $2.8M |
| Paulson Wealth Management Inc. | 0.81% | Reduce -2.6% | 6,909 | $2.7M |
| BigSur Wealth Management LLC | 0.86% | No change | 6,884 | $2.7M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -1.6% | 6,858 | $2.7M |
| Bison Wealth, LLC | 0.44% | Add +7.3% | 6,796 | $2.7M |
| Guardian Wealth Advisors, LLC / NC | 0.33% | Add +2.6% | 6,754 | $2.7M |
| Quadcap Wealth Management, LLC | 0.60% | Reduce -1.0% | 6,663 | $2.7M |
| Asset Allocation Strategies LLC | 0.93% | Add +3.5% | 6,626 | $2.6M |
| Heritage Investors Management Corp. | 0.09% | No change | 6,600 | $2.6M |
| Objective Capital Management, LLC | 1.76% | Reduce -2.6% | 6,567 | $2.6M |
| CreativeOne Wealth, LLC | 0.10% | Add +73.6% | 6,562 | $2.6M |
| Savant Capital, LLC | 0.03% | Reduce -1.3% | 6,545 | $2.6M |
| SignalPoint Asset Management, LLC | 0.71% | Reduce -0.8% | 6,509 | $2.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +0.3% | 6,487 | $2.6M |
| Group One Trading LLC | 0.09% | Reduce -47.3% | 6,462 | $2.6M |
| MAI Capital Management | 0.03% | Add +11.9% | 6,454 | $2.6M |
| Global Retirement Partners, LLC | 0.09% | Add +1.4% | 6,400 | $2.5M |
| Edgestream Partners, L.P. | 0.13% | Reduce -49.2% | 6,347 | $2.5M |
| StoneX Group Inc. | 0.23% | Reduce -14.4% | 6,312 | $2.5M |
| Sunbelt Securities, Inc. | 0.28% | Add +0.4% | 6,282 | $2.5M |
| Bluespring Wealth Management, LLC | 0.27% | Reduce -7.7% | 6,254 | $2.5M |
| NWF Advisory Services Inc. | 0.42% | Add +38.1% | 6,251 | $2.5M |
| Eagle Strategies LLC | 0.55% | Add +639.0% | 6,208 | $2.5M |
| Balboa Wealth Partners | 0.79% | Add +109.2% | 6,191 | $2.5M |
| Mutual Advisors, LLC | 0.08% | Add +216.5% | 6,187 | $2.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Reduce -0.6% | 6,186 | $2.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.6% | 6,172 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -48.3% | 6,123 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -48.6% | 6,094 | $2.4M |
| Main Street Financial Solutions, LLC | 0.26% | Add +943.9% | 6,034 | $2.4M |
| Fifth Third Bancorp | 0.01% | Add +6.3% | 6,000 | $2.4M |
| Hilltop Holdings Inc. | 0.27% | Add +87.5% | 5,996 | $2.4M |
| St. Clair Advisors, LLC | 0.77% | No change | 5,951 | $2.4M |
| Arvest Trust Co. N A | 0.13% | Reduce -7.6% | 5,884 | $2.3M |
| HB Wealth Management, LLC | 0.03% | Reduce -4.0% | 5,848 | $2.3M |
| Crumly & Associates Inc. | 0.61% | No change | 5,830 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.7% | 5,859 | $2.3M |
| Lowery Thomas, LLC | 1.76% | Reduce -8.5% | 5,795 | $2.3M |
| Heritage Wealth Partners, LLC | 4.68% | No change | 6,086 | $2.3M |
| XR Securities LLC | 0.67% | New | 5,735 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 5,720 | $2.3M |
| Asset Dedication, LLC | 0.17% | Add +0.2% | 5,630 | $2.2M |
| Windsor Capital Management, LLC | 0.69% | Reduce -1.3% | 5,623 | $2.2M |
| World Investment Advisors | 0.32% | Reduce -48.9% | 3,820 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +2.8% | 5,565 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +2.8% | 5,565 | $2.2M |
| Monograph Wealth Advisors, LLC | 0.32% | Reduce -8.3% | 5,541 | $2.2M |
| RMR Wealth Builders | 0.26% | Add +0.2% | 5,502 | $2.2M |
| Advisor Resource Council | 0.92% | Reduce -27.7% | 5,780 | $2.2M |
| Madison Park Capital Advisors, LLC | 1.88% | Reduce -5.1% | 5,428 | $2.2M |
| Arvest Investments, Inc. | 0.34% | Reduce -23.1% | 5,424 | $2.2M |
| Bank Hapoalim BM | 0.29% | Reduce -6.2% | 5,372 | $2.1M |
| LexAurum Advisors, LLC | 0.54% | Reduce -7.3% | 5,360 | $2.1M |
| Mission Wealth Management, LP | 0.06% | Add +18.4% | 5,335 | $2.1M |
| Compound Planning, Inc. | 0.20% | Add +7.6% | 5,334 | $2.1M |
| KCM Investment Advisors LLC | 0.08% | No change | 5,316 | $2.1M |
| Edge Capital Group, LLC | 0.10% | No change | 5,259 | $2.1M |
| SouthState Bank Corp | 0.16% | No change | 5,208 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -6.7% | 5,199 | $2.1M |
| Seamount Financial Group Inc. | 1.81% | Reduce -1.0% | 5,201 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +85.0% | 5,183 | $2.1M |
| Jefferies Financial Group Inc. | 0.05% | Add +3.1% | 5,169 | $2.1M |
| Apexium Financial, LP | 0.15% | Reduce -16.4% | 5,139 | $2.0M |
| Greenfield Savings Bank | 1.07% | Add +6.9% | 5,109 | $2.0M |
| American State Bank (Iowa) | 1.33% | No change | 4,992 | $2.0M |
| Second Half Financial Partners, LLC | 0.88% | Reduce -3.1% | 4,986 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +108.3% | 4,942 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +2.0% | 4,919 | $2.0M |
| Triumph Capital Management | 0.79% | Reduce -14.9% | 4,897 | $1.9M |
| Analyst IMS Investment Management Services Ltd. | 0.08% | No change | 4,840 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.83% | No change | 4,814 | $1.9M |
| BTS Asset Management, Inc. | 1.58% | Reduce -26.5% | 4,805 | $1.9M |
| Centaurus Financial, Inc. | 0.13% | Add +18.7% | 4,731 | $1.9M |
| Gray Wealth Management Inc. | 0.84% | Reduce -1.1% | 4,706 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.05% | No change | 4,693 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 4,931 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +0.3% | 4,676 | $1.9M |
| Embree Financial Group | 0.36% | Add +2.8% | 4,670 | $1.9M |
| Keybank National Association | 0.01% | Reduce -5.9% | 4,621 | $1.8M |
| Essex Financial Services, Inc. | 0.17% | Add +0.1% | 4,616 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +1.1% | 4,528 | $1.8M |
| Advisory Alpha, LLC | 0.07% | Reduce -8.7% | 4,501 | $1.8M |
| Summit Financial, LLC | 0.10% | Add +27.2% | 4,417 | $1.8M |
| Caprock Group, LLC | 0.10% | No change | 4,405 | $1.8M |
| Koshinski Asset Management, Inc. | 0.18% | Add +121.8% | 4,403 | $1.8M |
| WealthBridge Capital Management, LLC | 0.59% | Reduce -0.8% | 4,379 | $1.7M |
| Money Concepts Capital Corp. | 0.16% | New | 4,356 | $1.7M |
| Flagstar Securities, Inc. | 0.48% | Add +14.3% | 4,317 | $1.7M |
| Gallacher Capital Management LLC | 0.86% | Add +26.7% | 4,256 | $1.7M |
| Country Club Bank | 0.12% | Reduce -0.1% | 4,235 | $1.7M |
| Patton Albertson Miller Group, LLC | 0.25% | No change | 4,220 | $1.7M |
| Apriem Advisors | 0.21% | No change | 4,150 | $1.7M |
| NBT Bank, N.A. | 0.12% | Add +3.0% | 4,142 | $1.6M |
| Toronto Dominion Bank | 0.00% | Reduce -85.0% | 4,116 | $1.6M |
| Cambridge Advisors Inc. | 0.39% | Reduce -1.7% | 4,110 | $1.6M |
| Trexquant Investment LP | 0.03% | New | 4,107 | $1.6M |
| Stokes Family Office, LLC | 0.20% | Add +3.9% | 4,106 | $1.6M |
| Centennial Bank | 0.83% | Reduce -1.8% | 4,075 | $1.6M |
| Waverly Advisors, LLC | 0.04% | Add +8.3% | 4,062 | $1.6M |
| Sovereign Financial Group, Inc. | 0.43% | Add +6.8% | 4,057 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -2.6% | 4,055 | $1.6M |
| Purus Wealth Management, LLC | 0.79% | Reduce -0.0% | 4,015 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +9.0% | 4,008 | $1.6M |
| Ashford Advisors, LLC | 0.40% | No change | 4,000 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +0.7% | 3,995 | $1.6M |
| Roundview Capital LLC | 0.13% | Add +11.2% | 3,971 | $1.6M |
| Jackson Hole Capital Partners, LLC | 0.36% | No change | 3,955 | $1.6M |
| Imprint Wealth LLC | 0.38% | Add +48.8% | 3,977 | $1.6M |
| Lanark Financial, Inc. | 0.15% | Reduce -1.2% | 3,949 | $1.6M |
| HUB Investment Partners, LLC | 0.09% | Add +0.6% | 3,941 | $1.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +17.6% | 3,936 | $1.6M |
| Alta Wealth Advisors LLC | 0.79% | Reduce -7.3% | 3,929 | $1.6M |
| Leo Wealth, LLC | 0.16% | Add +0.4% | 3,927 | $1.6M |
| Community Trust & Investment Co. | 0.11% | No change | 3,900 | $1.6M |
| Peak Planning Group, LLC | 0.96% | Reduce -7.9% | 3,837 | $1.5M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -0.1% | 3,827 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.70% | No change | 3,815 | $1.5M |
| Cozad Asset Management Inc. | 0.16% | Add +2.5% | 3,806 | $1.5M |
| Joel Isaacson & Co., LLC | 0.08% | Add +0.3% | 3,799 | $1.5M |
| Prudential PLC | 0.01% | No change | 3,780 | $1.5M |
| Morton Capital Management LLC | 0.41% | No change | 3,771 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +34.7% | 3,759 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -4.3% | 3,750 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.80% | Reduce -5.4% | 3,726 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.8% | 3,710 | $1.5M |
| Sugarloaf Wealth Management, LLC | 0.31% | Reduce -5.1% | 3,707 | $1.5M |
| Cutter & CO Brokerage, Inc. | 0.36% | Reduce -4.0% | 3,705 | $1.5M |
| Man Group plc | 0.00% | Reduce -60.5% | 3,691 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.78% | Reduce -73.0% | 3,677 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.1% | 3,674 | $1.5M |
| UMB Bank, n.a. | 0.02% | No change | 3,635 | $1.4M |
| Verus Capital Partners, LLC | 0.16% | Reduce -2.7% | 3,627 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Add +69.2% | 3,622 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | New | 3,622 | $1.4M |
| Sharper & Granite LLC | 0.69% | No change | 3,685 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Reduce -0.6% | 3,534 | $1.4M |
| Quantinno Capital Management LP | 0.03% | Reduce -8.7% | 3,530 | $1.4M |
| Godsey & Gibb, Inc. | 0.15% | No change | 3,495 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +121.8% | 3,480 | $1.4M |
| Heritage Investment Group, Inc. | 0.19% | No change | 3,480 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,452 | $1.4M |
| Clear Point Advisors Inc. | 1.12% | Reduce -2.8% | 3,426 | $1.4M |
| FSM Wealth Advisors, LLC | 0.48% | Reduce -2.9% | 3,425 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Add +5.0% | 3,425 | $1.4M |
| Auxano Advisors, LLC | 0.40% | No change | 3,414 | $1.4M |
| Verdence Capital Advisors LLC | 0.12% | No change | 3,408 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.98% | Add +0.4% | 3,402 | $1.4M |
| Samalin Investment Counsel, LLC | 0.64% | Add +21.5% | 3,396 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.37% | Reduce -4.8% | 3,368 | $1.3M |
| Boston Research & Management Inc. | 0.33% | No change | 3,360 | $1.3M |
| Smith, Moore & Co. | 0.14% | Add +16.3% | 3,330 | $1.3M |
| FWG Holdings, LLC | 0.71% | No change | 3,357 | $1.3M |
| Institute for Wealth Management, LLC. | 0.17% | Reduce -8.8% | 3,322 | $1.3M |
| Evoke Wealth, LLC | 0.04% | New | 3,312 | $1.3M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -20.9% | 3,302 | $1.3M |
| Resonant Capital Advisors, LLC | 0.11% | No change | 3,300 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.23% | Add +1.5% | 3,436 | $1.3M |
| Epic Trust Investment Advisors, LLC | 1.62% | Reduce -14.5% | 3,297 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -4.8% | 3,295 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -68.5% | 3,289 | $1.3M |
| Valley National Advisers Inc. | 0.20% | Reduce -14.4% | 3,262 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | No change | 3,250 | $1.3M |
| Round Rock Advisors LLC | 0.31% | Add +3.9% | 3,238 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Add +385.8% | 3,226 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -2.6% | 3,215 | $1.3M |
| Capstone Investment Advisors, LLC | 0.04% | No change | 3,214 | $1.3M |
| Fortune Financial Advisors, LLC | 0.81% | Add +0.2% | 3,199 | $1.3M |
| Motco | 0.08% | Reduce -6.0% | 3,198 | $1.3M |
| Ieq Capital, LLC | 0.02% | Add +5.5% | 3,195 | $1.3M |
| CENTRAL TRUST Co | 0.03% | No change | 3,187 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -13.3% | 3,118 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 3,099 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +9.3% | 3,094 | $1.2M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.4% | 3,055 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Add +1.9% | 3,039 | $1.2M |
| Mgo One Seven LLC | 0.06% | Add +28.9% | 3,028 | $1.2M |
| Northern Capital Management, Inc. | 0.84% | No change | 3,023 | $1.2M |
| BluePointe Capital Management, LLC | 0.82% | No change | 3,006 | $1.2M |
| NFSG Corp | 0.52% | Add +1.1% | 3,001 | $1.2M |
| CRA Financial Services, LLC | 0.26% | Reduce -3.3% | 2,956 | $1.2M |
| Sage Advisors, LLC | 1.04% | Add +69.8% | 2,930 | $1.2M |
| Well Done, LLC | 0.23% | Add +14.1% | 2,925 | $1.2M |
| Eagle Capital Management, LLC | 0.52% | No change | 2,915 | $1.2M |
| Wealth Management Partners, LLC | 0.58% | Reduce -2.2% | 2,892 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.1% | 2,867 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.19% | Reduce -0.7% | 2,865 | $1.1M |
| Magnus Financial Group LLC | 0.14% | Reduce -7.2% | 2,865 | $1.1M |
| Wintrust Investments LLC | 0.10% | Reduce -6.1% | 2,859 | $1.1M |
| NewEdge Wealth, LLC | 0.03% | Reduce -7.0% | 2,965 | $1.1M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 2,827 | $1.1M |
| First PREMIER Bank | 0.29% | No change | 2,800 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 2,779 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.30% | Reduce -2.4% | 2,900 | $1.1M |
| Grandview Asset Management LLC | 0.50% | Add +0.0% | 2,757 | $1.1M |
| Private Portfolio Partners LLC | 0.23% | Add +9.8% | 2,749 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Reduce -12.1% | 2,747 | $1.1M |
| Lane & Associates LLC | 0.68% | Add +0.1% | 2,707 | $1.1M |
| Hancock Whitney Corp. | 0.04% | No change | 2,691 | $1.1M |
| Tompkins Financial Corp. | 0.12% | No change | 2,685 | $1.1M |
| Fort Point Capital Partners LLC | 0.14% | No change | 2,662 | $1.1M |
| Advanced Asset Management Advisors Inc | 0.26% | Add +0.1% | 2,607 | $1.0M |
| Jacobi Capital Management LLC | 0.10% | Add +3.1% | 2,601 | $1.0M |
| Good Life Advisors, LLC | 0.09% | Add +33.3% | 2,599 | $1.0M |
| Hartline Investment Corp./ | 0.18% | New | 2,592 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +0.7% | 2,592 | $1.0M |
| ZWJ Investment Counsel Inc. | 0.05% | Reduce -7.3% | 2,587 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 2,585 | $1.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +211.9% | 2,576 | $1.0M |
| HBK Sorce Advisory LLC | 0.04% | Add +11.8% | 2,572 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +0.6% | 2,571 | $1.0M |
| Peoples Bank | 0.80% | Reduce -1.5% | 2,571 | $1.0M |
| Larson Financial Group LLC | 0.08% | Add +265.1% | 2,567 | $1.0M |
| PFG Investments, LLC | 0.06% | New | 2,559 | $1.0M |
| Citizens & Northern Corp. | 0.34% | No change | 2,543 | $1.0M |
| Rothschild Investment LLC | 0.07% | Reduce -1.9% | 2,537 | $1.0M |
| SVB Wealth LLC | 0.02% | Add +0.4% | 2,524 | $1.0M |
| Visionary Wealth Advisors | 0.07% | Reduce -2.7% | 2,509 | $998K |
| Belmont Capital, LLC | 0.27% | New | 2,476 | $985K |
| Tidal Investments LLC | 0.02% | Add +41.8% | 2,458 | $978K |
| Beaumont Financial Advisors, LLC | 0.08% | Add +24.0% | 2,458 | $978K |
| Northwest Financial Advisors | 1.07% | Add +0.5% | 2,457 | $977K |
| Nuveen Asset Management, LLC | 0.00% | No change | 2,450 | $977K |
| Strategic Blueprint, LLC | 0.07% | Add +2.6% | 2,456 | $977K |
| Widmann Financial Services, Inc. | 0.81% | Reduce -0.4% | 2,434 | $968K |
| Kelman-Lazarov, Inc. | 0.19% | No change | 2,426 | $965K |
| Private Trust Co. NA | 0.10% | Add +45.0% | 2,405 | $957K |
| Financial Alternatives, Inc | 0.74% | No change | 2,395 | $953K |
| First City Capital Management, Inc. | 0.53% | Add +2.4% | 2,392 | $952K |
| Allie Family Office LLC | 0.55% | Add +58.7% | 2,368 | $941K |
| Moors & Cabot, Inc. | 0.05% | Reduce -3.7% | 2,332 | $928K |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -5.1% | 2,318 | $922K |
| First Citizens Bank & Trust Co. | 0.02% | Add +239.2% | 2,310 | $919K |
| Kesler, Norman & Wride, LLC | 0.19% | No change | 2,309 | $918K |
| Zhang Financial LLC | 0.07% | No change | 2,303 | $916K |
| Two Sigma Securities, LLC | 0.04% | Add +266.8% | 2,300 | $915K |
| JT Stratford LLC | 0.18% | Add +0.4% | 2,285 | $909K |
| GYL Financial Synergies, LLC | 0.07% | Reduce -2.2% | 2,262 | $900K |
| American Planning Services, Inc. | 0.64% | Reduce -4.3% | 2,223 | $884K |
| Sandy Spring Bank | 0.04% | Reduce -7.1% | 2,221 | $883K |
| Sage Capital Management, LLC | 0.48% | Add +0.2% | 2,209 | $879K |
| Duncker Streett & Co. Inc. | 0.17% | Reduce -3.8% | 2,207 | $878K |
| Capital Investment Advisors, LLC | 0.02% | Add +41.5% | 2,206 | $878K |
| Pacific Financial Group Inc. | 0.60% | Reduce -0.4% | 2,204 | $877K |
| WBH Advisory Inc. | 0.09% | Add +0.1% | 2,202 | $876K |
| Lake Street Advisors Group, LLC | 0.04% | Reduce -45.2% | 2,191 | $874K |
| Garrison Point Advisors, LLC | 0.56% | Add +0.1% | 2,189 | $871K |
| Valeo Financial Advisors, LLC | 0.03% | Add +18.9% | 2,251 | $865K |
| Pegasus Asset Management, Inc. | 0.27% | Reduce -0.4% | 2,152 | $856K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.0% | 2,115 | $841K |
| Yeomans Consulting Group, Inc. | 0.37% | New | 2,114 | $841K |
| JFS Wealth Advisors, LLC | 0.07% | No change | 2,111 | $840K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -3.6% | 2,111 | $839K |
| XML Financial, LLC | 0.09% | Add +30.5% | 2,108 | $838K |
| Stonebrook Private Inc. | 0.24% | Add +24.1% | 2,100 | $835K |
| Selective Wealth Management, Inc. | 0.36% | Add +0.1% | 2,164 | $832K |
| Gordian Advisors LLC | 0.76% | No change | 2,082 | $828K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +10.5% | 2,078 | $827K |
| Prelude Capital Management, LLC | 0.06% | No change | 2,070 | $823K |
| True North Advisors, LLC | 0.23% | Add +0.4% | 2,062 | $820K |
| Romano Brothers and Company | 0.11% | Add +3.0% | 2,062 | $820K |
| Tudor Investment Corporation | 0.01% | No change | 2,056 | $818K |
| Gen-Wealth Partners Inc | 0.40% | — | 2,045 | $813K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.3% | 2,032 | $808K |
| L.M. Kohn & Company | 0.23% | Add +6.6% | 2,019 | $803K |
| Strategies Wealth Advisors, LLC | 0.12% | Reduce -9.4% | 2,018 | $803K |
| Financial Futures Ltd Liability Co. | 0.53% | Reduce -19.1% | 2,015 | $802K |
| Arkos Global Advisors | 0.13% | Reduce -5.6% | 2,013 | $801K |
| Regal Investment Advisors LLC | 0.05% | Add +5.4% | 2,010 | $799K |
| Drexel Morgan & Co. | 0.16% | No change | 2,000 | $796K |
| SOL Capital Management CO | 0.10% | No change | 1,980 | $788K |
| American Investment Services, Inc. | 0.14% | Add +0.4% | 1,975 | $786K |
| Banco Santander, S.A. | 0.01% | Add +224.6% | 1,954 | $777K |
| United Bank | 0.09% | No change | 1,944 | $773K |
| Cim, LLC | 0.12% | No change | 1,940 | $772K |
| Revisor Wealth Management LLC | 0.35% | New | 1,987 | $771K |
| One Wealth Management Investment & Advisory Services, LLC | 0.31% | Reduce -23.3% | 1,932 | $768K |
| Cypress Wealth Services, LLC | 0.18% | Add +23.1% | 1,919 | $763K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,912 | $761K |
| Worth Asset Management, LLC | 0.47% | Reduce -89.0% | 1,905 | $758K |
| Fiduciary Alliance LLC | 0.13% | Reduce -0.1% | 1,915 | $757K |
| Banque Cantonale Vaudoise | 0.03% | Reduce -8.7% | 1,904 | $756K |
| 180 Wealth Advisors, LLC | 0.13% | Add +0.1% | 1,876 | $746K |
| Executive Wealth Group LLC | 0.15% | Add +201.1% | 1,903 | $742K |
| Stevard, LLC | 0.67% | No change | 1,859 | $739K |
| OMNI 360 Wealth, Inc. | 0.61% | Reduce -1.2% | 1,853 | $737K |
| Fagan Associates, Inc. | 0.14% | Reduce -4.4% | 1,851 | $736K |
| First National Trust Co | 0.03% | Reduce -12.7% | 1,849 | $735K |
| Sterling Investment Counsel, LLC | 0.34% | No change | 1,845 | $734K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Reduce -13.9% | 1,843 | $733K |
| Howard Wealth Management, LLC | 0.59% | Add +0.4% | 1,838 | $731K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -1.4% | 1,827 | $727K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -2.7% | 1,818 | $723K |
| Denver Wealth Management, Inc. | 0.37% | Reduce -1.4% | 1,814 | $722K |
| Compass Wealth Management LLC | 0.18% | Reduce -7.9% | 1,804 | $718K |
| Forum Financial Management, LP | 0.01% | Reduce -37.8% | 1,801 | $716K |
| Sax Wealth Advisors, LLC | 0.08% | Add +0.7% | 1,794 | $714K |
| Howe & Rusling Inc. | 0.07% | Reduce -3.1% | 1,793 | $713K |
| JDM Financial Group LLC | 0.51% | Reduce -27.6% | 1,772 | $705K |
| Merit Financial Group, LLC | 0.02% | Reduce -17.4% | 1,813 | $701K |
| First Hawaiian Bank | 0.02% | No change | 1,762 | $701K |
| Cambridge Trust Co. | 0.03% | Reduce -11.7% | 1,757 | $699K |
| Earned Wealth Advisors, LLC | 0.27% | Reduce -4.8% | 1,745 | $694K |
| ICA Group Wealth Management, LLC | 0.14% | No change | 1,744 | $694K |
| Duncan Williams Asset Management, LLC | 0.62% | — | 1,737 | $691K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.1% | 1,723 | $685K |
| KG Capital Management | 0.27% | Add +9.2% | 1,717 | $683K |
| Steward Partners Investment Solutions, LLC | 0.11% | New | 1,700 | $676K |
| Global Financial Private Client, LLC | 0.29% | Reduce -3.6% | 1,698 | $671K |
| Meritage Portfolio Management | 0.04% | No change | 1,681 | $669K |
| First National Bank Sioux Falls | 0.36% | Reduce -30.0% | 1,681 | $669K |
| Burns J W & Co. Inc. | 0.09% | Add +0.2% | 1,681 | $669K |
| DGS Capital Management, LLC | 0.19% | New | 1,679 | $668K |
| Capital Advisors Inc. | 0.01% | Reduce -2.2% | 1,673 | $665K |
| Consolidated Capital Management, LLC | 0.32% | Reduce -0.1% | 1,658 | $659K |
| Eldridge Investment Advisors, Inc. | 0.17% | No change | 1,655 | $658K |
| Fogel Capital Management, Inc. | 0.38% | No change | 1,688 | $653K |
| Sheets Smith Wealth Management | 0.07% | No change | 1,638 | $652K |
| Holderness Investments Co. | 0.16% | Add +54.3% | 1,636 | $651K |
| Carnegie Investment Counsel | 0.02% | Add +0.1% | 1,632 | $649K |
| Traction Financial Partners, LLC | 0.50% | Reduce -88.5% | 1,630 | $644K |
| Mattern Wealth Management LLC | 0.16% | Add +0.1% | 1,606 | $639K |
| D L Carlson Investment Group Inc. | 0.12% | Add +0.3% | 1,605 | $639K |
| Sage Capital Advisors,llc | 0.18% | Add +0.4% | 1,601 | $637K |
| Bensler, LLC | 0.09% | Reduce -6.5% | 1,600 | $636K |
| Trust Co. of Vermont | 0.04% | No change | 1,582 | $629K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -3.1% | 1,579 | $628K |
| Retireful, LLC | 0.26% | New | 1,575 | $626K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -3.0% | 1,570 | $625K |
| Simon Quick Advisors, LLC | 0.05% | Add +13.5% | 1,563 | $622K |
| Clearstead Advisors, LLC | 0.03% | Reduce -31.2% | 1,574 | $621K |
| WMS Partners, LLC | 0.04% | Reduce -2.8% | 1,557 | $619K |
| Biondo Investment Advisors, LLC | 0.10% | New | 1,556 | $619K |
| Principal Securities, Inc. | 0.02% | Add +16.3% | 1,551 | $617K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.9% | 1,536 | $611K |
| SkyOak Wealth, LLC | 0.15% | Add +49.7% | 1,530 | $609K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -1.9% | 1,526 | $608K |
| Signal Advisors Wealth, LLC | 0.15% | Reduce -11.8% | 1,527 | $607K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $607K |
| Foguth Wealth Management, LLC. | 0.32% | — | 1,523 | $606K |
| Fidelity D & D Bancorp Inc. | 0.45% | No change | 1,521 | $605K |
| First Financial Corp. | 0.31% | Reduce -0.7% | 1,521 | $605K |
| Arcadia Wealth Management, LLC | 0.37% | Add +0.5% | 1,514 | $602K |
| Enzi Wealth | 0.28% | Reduce -1.7% | 1,591 | $600K |
| Chelsea Counsel Co. | 0.34% | No change | 1,500 | $598K |
| McAdam, LLC | 0.04% | Reduce -2.4% | 1,503 | $598K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $597K |
| Householder Group Estate & Retirement Specialist, LLC | 0.18% | Reduce -0.5% | 1,502 | $597K |
| Farmers National Bank | 0.18% | Add +126.5% | 1,497 | $595K |
| Summit X, LLC | 0.15% | Add +3.7% | 1,492 | $595K |
| Destination Wealth Management | 0.02% | Reduce -16.7% | 1,494 | $594K |
| Etfidea, LLC | 0.20% | Reduce -7.7% | 1,489 | $592K |
| Empower Advisory Group, LLC | 0.00% | Add +13.5% | 1,477 | $587K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 1,520 | $585K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 1,462 | $582K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.33% | No change | 1,445 | $575K |
| AlphaQ Advisors LLC | 0.35% | Add +16.7% | 1,444 | $575K |
| PEAK6 Investments LLC | 0.03% | New | 1,444 | $574K |
| Choate Investment Advisors | 0.02% | New | 1,441 | $573K |
| Redwood Financial Network Corp | 0.50% | Reduce -7.9% | 1,440 | $573K |
| Burney Co./ | 0.02% | Reduce -10.0% | 1,416 | $563K |
| Donald L. Hagan, LLC | 0.30% | No change | 1,407 | $560K |
| Financial Guidance Group, Inc. | 0.36% | No change | 1,406 | $559K |
| Vishria Bird Financial Group, LLC | 0.24% | No change | 1,401 | $557K |
| Court Place Advisors, LLC | 0.18% | No change | 1,394 | $554K |
| Chesley Taft & Associates LLC | 0.03% | No change | 1,386 | $551K |
| Founders Capital Management | 0.37% | Add +10.2% | 1,382 | $550K |
| Bordeaux Wealth Advisors LLC | 0.18% | New | 1,375 | $547K |
| Powers Advisory Group, LLC | 0.31% | No change | 1,371 | $545K |
| Traphagen Investment Advisors LLC | 0.06% | No change | 1,368 | $544K |
| Orrstown Financial Services Inc. | 0.30% | No change | 1,358 | $540K |
| Narus Financial Partners, LLC | 0.23% | No change | 1,355 | $539K |
| Quantum Private Wealth, LLC | 0.20% | Reduce -18.2% | 1,352 | $538K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -13.1% | 1,346 | $535K |
| Monument Capital Management | 0.15% | No change | 1,345 | $535K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -1.8% | 1,337 | $533K |
| Peak Asset Management, LLC | 0.11% | No change | 1,340 | $533K |
| Old Second National Bank of Aurora | 0.14% | Reduce -2.5% | 1,336 | $531K |
| High Net Worth Advisory Group LLC | 0.17% | Add +1.8% | 1,326 | $528K |
| Nottingham Advisors, Inc. | 0.06% | Reduce -13.0% | 1,321 | $525K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -13.6% | 1,313 | $522K |
| Wealthspan Partners, LLC | 0.31% | Reduce -0.8% | 1,311 | $521K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -26.4% | 1,305 | $519K |
| Gsa Capital Partners LLP | 0.04% | New | 1,303 | $518K |
| Hoxton Planning & Management, LLC | 0.25% | No change | 1,300 | $517K |
| Bedell Frazier Investment Counselling, LLC | 0.13% | Reduce -2.6% | 1,297 | $516K |
| Wealthspire Retirement, LLC | 0.04% | New | 1,294 | $515K |
| Choreo, LLC | 0.01% | Reduce -24.1% | 1,291 | $513K |
| Bluesphere Advisors LLC | 0.28% | Reduce -9.2% | 1,290 | $513K |
| 9258 Wealth Management, LLC | 0.08% | No change | 1,288 | $512K |
| TBH Global Asset Management, LLC | 0.10% | Add +0.4% | 1,283 | $510K |
| Diversified, LLC | 0.07% | Add +0.2% | 1,283 | $510K |
| Grassi Investment Management | 0.05% | Add +0.1% | 1,279 | $509K |
| Weaver Consulting Group | 0.19% | No change | 1,279 | $509K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -8.6% | 1,276 | $509K |
| BIP Wealth, LLC | 0.04% | Add +1.0% | 1,270 | $505K |
| LaSalle St. Investment Advisors, LLC | 0.28% | No change | 1,341 | $505K |
| Howard Capital Management, LLC | 0.06% | Reduce -0.5% | 1,269 | $505K |
| Wedmont Private Capital | 0.04% | Reduce -1.6% | 1,291 | $502K |
| Acas, LLC | 0.48% | No change | 1,253 | $498K |
| Southland Equity Partners LLC | 0.14% | Add +11.8% | 1,253 | $498K |
| Banque Pictet & Cie SA | 0.01% | No change | 1,250 | $497K |
| CPC Advisors, LLC | 0.08% | Reduce -16.2% | 1,248 | $497K |
| Capital Wealth Alliance, LLC | 0.29% | Add +87.3% | 1,242 | $494K |
| Annapolis Financial Services, LLC | 0.16% | No change | 1,224 | $487K |
| Gables Capital Management Inc. | 0.27% | Add +8.4% | 1,221 | $486K |
| Keystone Wealth Services, LLC | 0.16% | No change | 1,217 | $484K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +0.2% | 1,276 | $482K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 1,211 | $482K |
| Callan Capital, LLC | 0.04% | Add +102.3% | 1,206 | $480K |
| Axxcess Wealth Management, LLC | 0.01% | Add +77.2% | 1,205 | $479K |
| Financial Counselors Inc. | 0.01% | Reduce -0.3% | 1,201 | $478K |
| Private Capital Management, LLC | 0.05% | No change | 1,200 | $477K |
| Highland Capital Management, LLC | 0.03% | Add +20.0% | 1,200 | $477K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -43.7% | 1,200 | $477K |
| Fortitude Advisory Group L.L.C. | 0.27% | Add +0.1% | 1,200 | $477K |
| Lindbrook Capital, LLC | 0.04% | Reduce -6.8% | 1,199 | $477K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 1,184 | $471K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $469K |
| Schrum Private Wealth Management LLC | 0.42% | Add +83.9% | 1,177 | $468K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Add +14.4% | 1,173 | $467K |
| N.E.W. Advisory Services LLC | 0.05% | Add +0.1% | 1,172 | $466K |
| Strait & Sound Wealth Management LLC | 0.26% | No change | 1,208 | $464K |
| Executive Wealth Management, LLC | 0.04% | Add +4.5% | 1,174 | $464K |
| Plancorp, LLC | 0.02% | Add +0.3% | 1,166 | $464K |
| TNF LLC | 0.18% | Add +0.3% | 1,198 | $461K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.12% | No change | 1,147 | $457K |
| Fisher Asset Management | 0.00% | New | 1,143 | $455K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $453K |
| Olistico Wealth, LLC | 0.33% | Reduce -2.4% | 1,137 | $452K |
| Strategic Wealth Partners Group, LLC | 0.05% | Add +21.4% | 1,133 | $452K |
| Athena Investment Management | 0.27% | No change | 1,133 | $451K |
| Opinicus Capital, Inc. | 0.40% | Reduce -25.7% | 1,132 | $450K |
| Saxon Interests, Inc. | 0.21% | Reduce -0.3% | 1,131 | $450K |
| LWM Advisory Services, LLC | 0.36% | New | 1,131 | $450K |
| BNC Wealth Management, LLC | 0.19% | Reduce -11.3% | 1,126 | $448K |
| Pinnacle Wealth Management Group, Inc. | 0.33% | New | 1,124 | $447K |
| Soundwatch Capital LLC | 0.09% | No change | 1,126 | $445K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $442K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.9% | 1,109 | $441K |
| Paradigm, Strategies in Wealth Management, LLC | 0.27% | No change | 1,108 | $441K |
| Continuum Advisory, LLC | 0.07% | Add +3.2% | 1,115 | $439K |
| Crestwood Advisors Group, LLC | 0.01% | Add +77.9% | 1,103 | $439K |
| Scharf Investments, LLC | 0.01% | New | 1,095 | $436K |
| Abbrea Capital, LLC | 0.06% | No change | 1,091 | $435K |
| Noesis Capital Mangement Corp. | 0.10% | No change | 1,092 | $434K |
| Coulter & Justus Financial Services, LLC | 0.10% | New | 1,092 | $434K |
| HCR Wealth Advisors | 0.07% | No change | 1,087 | $432K |
| Agf Management Ltd. | 0.00% | No change | 1,065 | $424K |
| NCP Inc. | 0.29% | — | 1,065 | $424K |
| Crewe Advisors LLC | 0.05% | No change | 1,061 | $422K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -4.0% | 1,060 | $422K |
| Debussy Capital Management LP | 0.12% | No change | 1,065 | $421K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 1,052 | $418K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -31.2% | 1,048 | $417K |
| Element Wealth, LLC | 0.24% | Add +14.8% | 1,041 | $414K |
| Stonebridge Capital Advisors LLC | 0.04% | Add +52.0% | 1,041 | $414K |
| Ridgecrest Wealth Partners, LLC | 0.25% | No change | 1,040 | $414K |
| Capital CS Group, LLC | 0.41% | New | 1,035 | $412K |
| Kellett Wealth Advisors, LLC | 0.28% | Add +0.9% | 1,030 | $410K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,027 | $409K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $407K |
| Investment Partners Asset Management, Inc. | 0.37% | Reduce -0.7% | 1,022 | $407K |
| Kanawha Capital Management LLC | 0.03% | New | 1,020 | $406K |
| Claro Advisors Inc. | 0.07% | Reduce -2.8% | 1,020 | $406K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Reduce -2.2% | 1,014 | $403K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -28.5% | 1,003 | $399K |
| Warner Financial, Inc. | 0.20% | Add +0.1% | 1,000 | $398K |
| Successful Portfolios LLC | 0.27% | No change | 1,000 | $398K |
| Ipswich Investment Management Co., Inc. | 0.09% | No change | 1,000 | $398K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | New | 997 | $397K |
| WPWealth LLP | 0.10% | Reduce -30.6% | 996 | $396K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -9.1% | 987 | $393K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.6% | 985 | $392K |
| PFG Advisors | 0.03% | Add +3.3% | 977 | $389K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -14.1% | 975 | $388K |
| Signaturefd, LLC | 0.01% | Reduce -4.8% | 973 | $387K |
| Red Door Wealth Management, LLC | 0.07% | No change | 972 | $387K |
| SpiderRock Advisors, LLC | 0.01% | — | 986 | $382K |
| Am Investment Strategies LLC | 0.10% | No change | 960 | $382K |
| Sierra Capital LLC | 0.05% | No change | 955 | $380K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | Reduce -62.2% | 951 | $378K |
| Vigilare Wealth Management | 0.19% | Reduce -32.2% | 946 | $376K |
| Pacific Sun Financial Corp | 0.22% | No change | 945 | $376K |
| CBIZ Investment Advisory Services, LLC | 0.03% | No change | 942 | $376K |
| CGN Advisors LLC | 0.05% | Add +46.6% | 944 | $375K |
| Vista Investment Partners LLC | 0.13% | No change | 942 | $375K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -16.6% | 937 | $373K |
| AllSquare Wealth Management LLC | 0.22% | No change | 936 | $372K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 935 | $372K |
| Hutchinson Capital Management | 0.07% | No change | 931 | $370K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.5% | 930 | $370K |
| Unionview, LLC | 0.30% | Add +0.4% | 926 | $368K |
| W Advisors, LLC | 0.25% | No change | 925 | $368K |
| WNY Asset Management, LLC | 0.06% | No change | 913 | $363K |
| Welch & Forbes LLC | 0.01% | Reduce -12.4% | 911 | $362K |
| Acorn Financial Advisory Services Inc. | 0.07% | Reduce -1.0% | 910 | $362K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 900 | $358K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 900 | $358K |
| Winthrop Advisory Group LLC | 0.05% | No change | 897 | $358K |
| Seaview Investment Managers LLC | 0.11% | Reduce -96.7% | 899 | $358K |
| Chemistry Wealth Management LLC | 0.10% | Reduce -2.9% | 894 | $356K |
| Patten & Patten Inc. | 0.03% | Add +7.2% | 891 | $354K |
| WealthShield Partners, LLC | 0.06% | Reduce -7.8% | 888 | $354K |
| Meridian Management Co. | 0.10% | No change | 890 | $354K |
| Old National Bancorp | 0.01% | No change | 890 | $354K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +6.3% | 888 | $353K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -18.8% | 887 | $353K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 886 | $352K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -58.0% | 886 | $352K |
| Granite FO LLC | 0.21% | No change | 855 | $352K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Add +15.3% | 883 | $351K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 881 | $351K |
| WESPAC Advisors, LLC | 0.20% | New | 881 | $350K |
| PGIM Custom Harvest LLC | 0.01% | New | 881 | $350K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $349K |
| Kozak & Associates, Inc. | 0.09% | Add +11.8% | 873 | $349K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 872 | $347K |
| Patrick M Sweeney & Associates, Inc. | 0.28% | No change | 871 | $347K |
| Evermay Wealth Management LLC | 0.05% | No change | 861 | $343K |
| Keebeck Wealth Management | 0.05% | Add +4.0% | 860 | $343K |
| M3 Advisory Group, LLC | 0.31% | New | 862 | $343K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +0.1% | 862 | $343K |
| Oxinas Partners, LLC | 0.22% | Reduce -1.0% | 861 | $342K |
| Parsons Capital Management Inc. | 0.02% | No change | 861 | $342K |
| D.B. Root & Company, LLC | 0.11% | New | 855 | $340K |
| Strategic Wealth Partners, Ltd. | 0.04% | New | 854 | $340K |
| Diversified Trust Co. | 0.01% | Add +33.2% | 854 | $340K |
| Hoylecohen, LLC | 0.03% | No change | 853 | $339K |
| Francis Financial, Inc. | 0.11% | No change | 851 | $338K |
| Mather Group, Llc. | 0.01% | No change | 894 | $337K |
| Monterey Private Wealth, Inc. | 0.14% | Add +0.2% | 847 | $337K |
| Clare Market Investments LLC | 0.10% | Add +0.4% | 846 | $336K |
| Caliber Wealth Management, LLC | 0.18% | Add +0.5% | 841 | $335K |
| Wilmington Savings Fund Society, FSB | 0.01% | — | 840 | $334K |
| Pine Valley Investments Ltd Liability Co | 0.03% | No change | 838 | $334K |
| KFG Wealth Management, LLC | 0.14% | New | 834 | $332K |
| Pacific Center for Financial Services | 0.09% | Reduce -28.3% | 832 | $331K |
| John W. Brooker & Co., CPAs | 0.18% | No change | 832 | $331K |
| WealthPLAN Partners, LLC | 0.03% | Add +29.2% | 831 | $330K |
| Americana Partners, LLC | 0.03% | New | 829 | $330K |
| Seven Mile Advisory | 0.25% | No change | 827 | $329K |
| Banco BTG Pactual S.A. | 0.10% | Add +22.3% | 823 | $327K |
| RIA Advisory Group LLC | 0.13% | New | 819 | $325K |
| Diversified Portfolios, Inc. | 0.05% | No change | 815 | $324K |
| Apella Capital, LLC | 0.02% | No change | 833 | $324K |
| Franklin Resources Inc. | 0.00% | Reduce -12.2% | 813 | $323K |
| Prio Wealth Limited Partnership | 0.01% | No change | 810 | $322K |
| Tandem Capital Management Corp. | 0.18% | No change | 805 | $320K |
| Smithfield Trust Co | 0.02% | No change | 805 | $320K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +16.6% | 802 | $319K |
| SilverOak Wealth Management LLC | 0.08% | No change | 800 | $318K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $318K |
| AlTi Global, Inc. | 0.01% | Add +0.3% | 797 | $318K |
| Moss Adams Wealth Advisors LLC | 0.05% | Reduce -0.5% | 796 | $317K |
| Prosperity Planning, Inc. | 0.15% | No change | 795 | $316K |
| Ranch Capital Advisors Inc. | 0.17% | No change | 795 | $316K |
| Cooper Financial Group | 0.05% | Add +7.5% | 793 | $316K |
| Parisi Gray Wealth Management | 0.12% | Reduce -21.4% | 785 | $312K |
| Alpine Global Management, LLC | 0.07% | New | 783 | $311K |
| BlackDiamond Wealth Management, LLC | 0.22% | Add +4.1% | 780 | $310K |
| Carolinas Wealth Consulting LLC | 0.06% | New | 780 | $310K |
| Cornerstone Advisory, LLC | 0.04% | No change | 780 | $310K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $308K |
| Meeder Advisory Services, Inc. | 0.03% | No change | 775 | $308K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.7% | 769 | $306K |
| Albion Financial Group | 0.02% | No change | 769 | $306K |
| Secure Asset Management, LLC | 0.07% | Add +25.6% | 769 | $306K |
| Aldebaran Financial Inc. | 0.43% | Add +29.3% | 764 | $304K |
| Pitti Group Wealth Management, LLC | 0.34% | Add +2.7% | 790 | $304K |
| Stephen J. Garry & Associates, LLC | 0.31% | No change | 763 | $303K |
| Valmark Advisers, Inc. | 0.01% | Add +7.0% | 762 | $303K |
| Garde Capital, Inc. | 0.02% | Add +5.4% | 760 | $302K |
| Wealthcare Capital Management LLC | 0.03% | No change | 759 | $302K |
| Aspire Capital Advisors LLC | 0.10% | Add +0.3% | 758 | $302K |
| Aspiriant, LLC | 0.01% | No change | 758 | $302K |
| First National Bank of Omaha | 0.02% | No change | 717 | $301K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -28.4% | 755 | $300K |
| Q3 Asset Management | 0.09% | Reduce -76.1% | 752 | $299K |
| Palisade Asset Management, LLC | 0.03% | No change | 750 | $298K |
| Sage Financial Group Inc. | 0.03% | No change | 750 | $298K |
| Focused Wealth Management, Inc | 0.05% | No change | 750 | $298K |
| Ellerson Group Inc. | 0.23% | No change | 740 | $294K |
| PCG Wealth Advisors, LLC | 0.14% | Reduce -3.9% | 739 | $294K |
| Warwick Investment Management, Inc. | 0.07% | Add +0.1% | 739 | $294K |
| Evensky & Katz LLC | 0.02% | Add +0.8% | 739 | $294K |
| Root Financial Partners, LLC | 0.09% | New | 736 | $293K |
| Hall Capital Management Co. Inc. | 0.14% | No change | 732 | $291K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -6.9% | 725 | $289K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +5.3% | 720 | $287K |
| Main Street Research LLC | 0.02% | No change | 720 | $287K |
| Sonora Investment Management Group, LLC | 0.02% | New | 721 | $287K |
| Bessemer Group Inc. | 0.00% | Reduce -1.0% | 720 | $286K |
| Deutsche Bank AG | 0.00% | No change | 717 | $285K |
| High Note Wealth, LLC | 0.09% | No change | 715 | $284K |
| World Equity Group, Inc. | 0.06% | Reduce -1.1% | 712 | $283K |
| Appleton Partners Inc. | 0.02% | Reduce -7.3% | 709 | $282K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.1% | 703 | $280K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 699 | $278K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -31.8% | 691 | $275K |
| ShankerValleau Wealth Advisors, Inc. | 0.13% | No change | 690 | $274K |
| Wesbanco Bank Inc. | 0.01% | New | 688 | $274K |
| Retirement Planning Co of New England, Inc. | 0.15% | Add +17.0% | 687 | $273K |
| CFM Wealth Partners LLC | 0.05% | No change | 687 | $273K |
| Argent Trust Co | 0.01% | No change | 687 | $273K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 685 | $272K |
| Independent Advisor Alliance | 0.01% | No change | 680 | $270K |
| Josh Arnold Investment Consultant, LLC | 0.28% | New | 678 | $270K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 675 | $268K |
| Heritage Wealth Advisors | 0.01% | Reduce -5.6% | 674 | $268K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 674 | $268K |
| CIC Wealth, LLC | 0.08% | No change | 672 | $267K |
| Neumann Capital Management, LLC | 0.10% | No change | 672 | $267K |
| Cedar Brook Financial Partners, LLC | 0.05% | No change | 665 | $265K |
| Eudaimonia Partners, LLC | 0.06% | Reduce -1.5% | 663 | $264K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -49.3% | 663 | $264K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +6.8% | 656 | $261K |
| Councilmark Asset Management, LLC | 0.19% | — | 650 | $259K |
| Marshall Financial Group, LLC | 0.07% | No change | 650 | $259K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $259K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 644 | $256K |
| Global Assets Advisory, LLC | 0.15% | New | 645 | $255K |
| Marmo Financial Group, LLC | 0.15% | No change | 633 | $252K |
| Dunhill Financial, LLC | 0.19% | Add +0.2% | 627 | $249K |
| Cassady Schiller Wealth Management, LLC | 0.11% | No change | 626 | $249K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -50.5% | 653 | $249K |
| National Philanthropic Trust | 0.01% | No change | 625 | $249K |
| Liberty Wealth Management LLC | 0.05% | Reduce -33.3% | 623 | $248K |
| Accel Wealth Management | 0.11% | Add +12.3% | 623 | $248K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +3.7% | 619 | $246K |
| Everhart Financial Group, Inc. | 0.07% | No change | 618 | $246K |
| Tidemark, LLC | 0.14% | Reduce -2.2% | 614 | $244K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 610 | $243K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $242K |
| Levy Wealth Management Group, LLC | 0.07% | No change | 642 | $242K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 641 | $241K |
| Front Row Advisors LLC | 0.09% | No change | 605 | $241K |
| North Star Investment Management Corp. | 0.02% | No change | 605 | $241K |
| Beacon Investment Advisors LLC | 0.14% | Add +0.5% | 602 | $239K |
| Powell Investment Advisors, LLC | 0.13% | No change | 600 | $239K |
| Biltmore Family Office, LLC | 0.05% | No change | 600 | $239K |
| Heritage Wealth Management, LLC | 0.12% | No change | 600 | $239K |
| GenTrust, LLC | 0.01% | New | 598 | $238K |
| Grey Fox Wealth Advisors, LLC | 0.09% | New | 597 | $238K |
| Whitcomb & Hess, Inc. | 0.08% | No change | 597 | $237K |
| Meridian Financial Advisors, LLC | 0.18% | Add +3.6% | 596 | $237K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 596 | $237K |
| Harbor Group, Inc. | 0.06% | No change | 595 | $237K |
| Guardian Capital Advisors LP | 0.03% | No change | 625 | $236K |
| Blue Fin Capital, Inc. | 0.05% | Reduce -5.4% | 592 | $235K |
| Institutional & Family Asset Management, LLC | 0.04% | Reduce -4.4% | 591 | $235K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $235K |
| Spirepoint Private Client, LLC | 0.04% | — | 590 | $235K |
| Revolve Wealth Partners, LLC | 0.04% | Add +0.2% | 589 | $234K |
| Elite Life Management LLC | 1.14% | No change | 588 | $234K |
| Black Diamond Financial, LLC | 0.06% | No change | 620 | $234K |
| First United Bank & Trust | 0.09% | No change | 586 | $233K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 585 | $233K |
| Empowered Funds, LLC | 0.00% | New | 585 | $233K |
| Richard P Slaughter Associates Inc | 0.06% | New | 584 | $233K |
| NRI Wealth Management LC | 0.19% | Reduce -8.8% | 580 | $231K |
| Atlantic Private Wealth, LLC | 0.19% | Reduce -38.4% | 576 | $229K |
| Gibson Capital, LLC | 0.05% | Reduce -4.2% | 575 | $229K |
| Kavar Capital Partners Group, LLC | 0.04% | Reduce -50.0% | 575 | $229K |
| Mystic Asset Management, Inc. | 0.09% | No change | 571 | $227K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +0.2% | 570 | $227K |
| Delta Financial Group, Inc. | 0.07% | Add +5.4% | 568 | $226K |
| Realta Investment Advisors | 0.05% | Add +0.9% | 567 | $226K |
| Sfmg, LLC | 0.02% | Reduce -15.0% | 566 | $225K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $225K |
| Maltin Wealth Management, Inc. | 0.13% | No change | 564 | $224K |
| OneAscent Financial Services LLC | 0.02% | New | 563 | $224K |
| Y.D. More Investments Ltd | 0.04% | Reduce -8.5% | 562 | $224K |
| Activest Wealth Management | 0.11% | Add +0.2% | 559 | $223K |
| Integrity Wealth Solutions LLC | 0.15% | New | 557 | $222K |
| Adamsbrown Wealth Consultants LLC | 0.09% | No change | 557 | $221K |
| Partners in Financial Planning | 0.05% | Add +0.4% | 554 | $220K |
| Inspire Advisors, LLC | 0.03% | Reduce -29.0% | 553 | $220K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $220K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -3.0% | 550 | $219K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $219K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -4.4% | 549 | $218K |
| SageView Advisory Group, LLC | 0.01% | Add +159.3% | 3,041 | $218K |
| Rodgers & Associates, LTD | 0.03% | Reduce -26.7% | 548 | $218K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -18.1% | 546 | $217K |
| Slagle Financial, LLC | 0.12% | Reduce -50.9% | 545 | $217K |
| Roman Butler Fullerton & Co. | 0.08% | Reduce -76.0% | 561 | $215K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 538 | $214K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.04% | Reduce -1.6% | 535 | $213K |
| Sandy Cove Advisors, LLC | 0.10% | Add +0.4% | 535 | $213K |
| Boyd Watterson Asset Management LLC | 0.08% | No change | 533 | $212K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -42.9% | 529 | $210K |
| Cottage Street Advisors LLC | 0.13% | New | 528 | $210K |
| Aire Advisors, LLC | 0.05% | New | 527 | $210K |
| Accredited Investors Inc. | 0.01% | New | 528 | $210K |
| Rockland Trust Co. | 0.01% | New | 525 | $209K |
| MWA Asset Management | 0.15% | Reduce -7.5% | 521 | $207K |
| Baugh & Associates, LLC | 0.11% | New | 520 | $207K |
| Bank of Nova Scotia | 0.00% | New | 520 | $207K |
| MTM Investment Management, LLC | 0.09% | New | 519 | $206K |
| Fortis Capital Advisors, LLC | 0.09% | New | 517 | $206K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 515 | $205K |
| Capital Asset Advisory Services LLC | 0.01% | New | 525 | $204K |
| LifeSteps Financial, Inc. | 0.15% | New | 510 | $203K |
| Vanguard Group Inc. | 0.00% | New | 509 | $203K |
| Principle Wealth Partners LLC | 0.02% | New | 505 | $201K |
| Sound Income Strategies, LLC | 0.01% | Add +111.3% | 505 | $201K |
| First Bank & Trust | 0.04% | New | 504 | $200K |
| LFA - Lugano Financial Advisors SA | 0.14% | New | 500 | $199K |
| IFS Advisors, LLC | 0.17% | No change | 491 | $195K |
| Blue Trust, Inc. | 0.00% | Add +5.2% | 482 | $192K |
| Center for Financial Planning, Inc. | 0.03% | No change | 473 | $188K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 465 | $185K |
| Highline Wealth Partners LLC | 0.07% | Reduce -5.7% | 462 | $184K |
| BlackRock Inc. | 0.00% | No change | 450 | $179K |
| HM Payson & Co. | 0.00% | Add +22.2% | 440 | $175K |
| Zions Bancorporation, N.A. | 0.01% | Reduce -11.8% | 435 | $173K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 421 | $167K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 417 | $166K |
| Fortitude Family Office, LLC | 0.11% | Add +0.5% | 410 | $163K |
| Tyler-Stone Wealth Management | 0.07% | No change | 410 | $163K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 401 | $159K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.5% | 392 | $156K |
| Vima LLC | 0.18% | Reduce -9.5% | 468 | $156K |
| Oakworth Capital, Inc. | 0.01% | Reduce -28.3% | 390 | $155K |
| Rogco, LP | 0.06% | New | 387 | $154K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 386 | $154K |
| Winch Advisory Services, LLC | 0.05% | No change | 385 | $153K |
| 1832 Asset Management L.P. | 0.00% | Reduce -28.6% | 375 | $149K |
| Exchange Traded Concepts, LLC | 0.00% | New | 371 | $148K |
| Arax Advisory Partners | 0.02% | Add +0.5% | 371 | $147K |
| CoreFirst Bank & Trust | 0.09% | No change | 370 | $147K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 357 | $142K |
| Mark Sheptoff Financial Planning, LLC | 0.07% | No change | 340 | $135K |
| Trust Co | 0.02% | No change | 337 | $134K |
| Future Financial Wealth Managment LLC | 0.10% | New | 333 | $132K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -18.1% | 327 | $130K |
| Stephens Consulting, LLC | 0.04% | Add +0.3% | 327 | $130K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 322 | $128K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -74.7% | 319 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $120K |
| Sittner & Nelson, LLC | 0.06% | No change | 300 | $119K |
| Financial Management Professionals, Inc. | 0.02% | No change | 300 | $119K |
| Abound Wealth Management | 0.04% | Reduce -6.1% | 292 | $116K |
| Brown Brothers Harriman & Co. | 0.00% | Add +32.6% | 285 | $113K |
| Tucker Asset Management LLC | 0.03% | Add +59.1% | 272 | $108K |
| Aspect Partners, LLC | 0.08% | Add +0.4% | 270 | $107K |
| Union Savings Bank | 0.06% | No change | 270 | $107K |
| GeoWealth Management, LLC | 0.00% | Reduce -66.0% | 269 | $107K |
| Christopher J. Hasenberg, Inc | 0.05% | Reduce -97.9% | 268 | $107K |
| Westside Investment Management, Inc. | 0.03% | Add +96.3% | 265 | $105K |
| IAG Wealth Partners, LLC | 0.02% | New | 260 | $103K |
| Bogart Wealth, LLC | 0.01% | Reduce -1.6% | 251 | $100K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 250 | $100K |
| Westend Capital Management, LLC | 0.04% | — | 250 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 250 | $99K |
| Davis Capital Management | 0.09% | Add +164.5% | 246 | $97K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | New | 235 | $93K |
| Anchor Investment Management, LLC | 0.01% | Reduce -24.8% | 233 | $93K |
| Bell Investment Advisors, Inc | 0.02% | Reduce -5.6% | 221 | $88K |
| Capital Analysts, LLC | 0.00% | Add +0.9% | 220 | $87K |
| Elevation Wealth Partners, LLC | 0.04% | Reduce -32.5% | 218 | $87K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $87K |
| Bangor Savings Bank | 0.01% | No change | 210 | $84K |
| Northwest Investment Counselors, LLC | 0.02% | New | 200 | $80K |
| City Holding Co. | 0.01% | Reduce -16.7% | 200 | $80K |
| St Germain D J Co. Inc. | 0.00% | Add +16.3% | 193 | $77K |
| NewSquare Capital LLC | 0.01% | No change | 188 | $75K |
| Key Financial Inc | 0.02% | No change | 163 | $65K |
| Archer Investment Corp | 0.02% | No change | 163 | $65K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 162 | $64K |
| RFP Financial Group LLC | 0.02% | No change | 160 | $64K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.6% | 158 | $63K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 154 | $61K |
| Toth Financial Advisory Corp. | 0.01% | No change | 150 | $60K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $60K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 149 | $59K |
| Avior Wealth Management, LLC | 0.00% | Add +19.4% | 148 | $59K |
| Horizon Financial Services, LLC | 0.04% | New | 148 | $59K |
| Truvestments Capital LLC | 0.02% | Reduce -7.0% | 146 | $58K |
| FSA Wealth Management LLC | 0.02% | Add +0.7% | 142 | $56K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.5% | 140 | $56K |
| Concord Wealth Partners | 0.01% | No change | 139 | $55K |
| Grove Bank & Trust | 0.01% | No change | 135 | $54K |
| Planning Capital Management Corp | 0.04% | Add +36.7% | 134 | $53K |
| Missouri Trust & Investment Co | 0.02% | Reduce -15.7% | 134 | $53K |
| Security National Bank | 0.01% | No change | 130 | $52K |
| Retirement Group, LLC | 0.02% | No change | 126 | $50K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $50K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $50K |
| Cordant, Inc. | 0.03% | No change | 120 | $48K |
| Aspire Private Capital, LLC | 0.01% | No change | 117 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $43K |
| Partnership Wealth Management, LLC | 0.03% | No change | 104 | $41K |
| Rakuten Securities, Inc. | 0.02% | Add +100.0% | 104 | $41K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $41K |
| Financial Synergies Wealth Advisors, Inc. | 0.01% | No change | 100 | $40K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 100 | $40K |
| Impact Partnership Wealth, LLC | 0.02% | Reduce -33.8% | 96 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -72.0% | 92 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 91 | $36K |
| Assetmark, Inc. | 0.00% | Reduce -97.1% | 88 | $35K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 74 | $29K |
| Pflug Koory, LLC | 0.00% | No change | 66 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +364.3% | 65 | $26K |
| LRI Investments, LLC | 0.01% | — | 63 | $25K |
| Coston, McIsaac & Partners | 0.01% | Reduce -29.7% | 64 | $25K |
| Costello Asset Management, INC | 0.02% | No change | 60 | $24K |
| Hilltop National Bank | 0.01% | — | 60 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +35.7% | 57 | $23K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $22K |
| Versant Capital Management, Inc | 0.01% | No change | 53 | $21K |
| Cetera Trust Company, N.A | 0.01% | Reduce -50.0% | 50 | $20K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $20K |
| Gradient Investments LLC | 0.00% | Reduce -15.3% | 50 | $20K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 49 | $19K |
| Sachetta, LLC | 0.01% | No change | 50 | $19K |
| Logan Capital Management Inc. | 0.00% | No change | 44 | $18K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 44 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $18K |
| WR Wealth Planners, LLC | 0.01% | New | 41 | $16K |
| VitalStone Financial, LLC | 0.01% | No change | 39 | $16K |
| Farther Finance Advisors, LLC | 0.00% | No change | 40 | $16K |
| First Personal Financial Services | 0.00% | Reduce -93.7% | 39 | $15K |
| Cutler Group LLC / CA | 0.01% | Reduce -99.9% | 39 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 36 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $10K |
| Eukles Asset Management | 0.00% | No change | 22 | $9K |
| Wiser Advisor Group LLC | 0.01% | No change | 16 | $6K |
| Wolff Wiese Magana LLC | 0.01% | No change | 15 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 15 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -62.5% | 15 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 14 | $6K |
| Investors Research Corp | 0.00% | No change | 12 | $5K |
| Country Trust Bank | 0.00% | New | 12 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | — | 12 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 11 | $4K |
| Tsfg, LLC | 0.00% | No change | 10 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -91.3% | 9 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $3K |
| Fernwood Investment Management, LLC | 0.00% | New | 6 | $2K |
| American Capital Advisory, LLC | 0.00% | No change | 6 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -16.7% | 5 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 5 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -50.0% | 3 | $1K |
| Natixis | 0.00% | No change | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Byrne Asset Management LLC | 0.00% | No change | 2 | $796 |
| Horizon Investments, LLC | 0.00% | Reduce -33.3% | 2 | $795 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -75.0% | 1 | $423 |
| Naples Money Management LLC | 0.00% | No change | 1 | $398 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $398 |
"% of holder's portfolio" is DIA's weight in each manager's 13F, not the share of SS SPDR Dow Jones Indus Avg the manager owns.