SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q2 2024 (June 30)1,137holders −11
76new positions
84sold out
4famous investors
$388.89avg. 13F price*
At the end of Q2 2024, 1,137 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, down 11 from Q1 2024. 76 opened new positions and 84 sold out. The largest holders were Morgan Stanley ($1.3B), Bank of America Corp. ($958.9M) and LPL Financial LLC ($560.0M). 4 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q2 2024)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $269.8M |
| Exits | 84 | $364.6M |
All 13F filers, Q1 2024 → Q2 2024: 2,982,566 shares bought and 5,619,777 shares sold, net −2,637,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,137 holders
| Morgan Stanley | 0.10% | Reduce -8.6% | 3,259,219 | $1.3B |
| Bank of America Corp. | 0.09% | Add +18.5% | 2,451,567 | $958.9M |
| LPL Financial LLC | 0.28% | Reduce -2.4% | 1,431,815 | $560.0M |
| Wells Fargo & Company | 0.12% | Add +4.0% | 1,152,276 | $450.7M |
| Royal Bank of Canada | 0.10% | Reduce -5.3% | 1,023,817 | $400.4M |
| Millennium Management | 0.25% | Reduce -1.7% | 743,631 | $290.9M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -55.0% | 731,862 | $286.3M |
| UBS Group AG | 0.09% | Reduce -2.4% | 708,931 | $277.3M |
| Ameriprise Financial Inc. | 0.07% | Reduce -8.7% | 613,921 | $240.1M |
| Wolverine Trading, LLC | 3.83% | Add +37.1% | 597,601 | $233.7M |
| JPMorgan Chase & Co. | 0.02% | Add +17.9% | 580,046 | $226.9M |
| CHURCHILL MANAGEMENT Corp | 2.44% | Add +0.3% | 529,483 | $207.1M |
| SG Americas Securities, LLC | 1.32% | Add +1028.0% | 525,274 | $205.4M |
| Bank of Montreal | 0.05% | Reduce -0.9% | 445,412 | $174.5M |
| BNP Paribas Financial Markets | 0.17% | Add +78.8% | 396,136 | $154.9M |
| Jane Street Group, LLC | 0.15% | Reduce -75.3% | 345,524 | $135.1M |
| Nissay Asset Management Corp. /Japan | 0.86% | New | 332,595 | $130.1M |
| Citadel Advisors | 0.13% | Add +69.9% | 325,782 | $127.4M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +1.8% | 291,556 | $114.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.1% | 282,269 | $110.4M |
| Cibc World Market Inc. | 0.27% | Add +0.1% | 279,073 | $109.2M |
| Commonwealth Equity Services, LLC | 0.15% | Add +0.8% | 249,548 | $97.6M |
| Arkansas Financial Group, Inc. | 16.25% | Add +1.1% | 233,403 | $91.3M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +3.7% | 218,613 | $85.5M |
| Osaic Holdings, Inc. | 0.20% | Reduce -31.0% | 213,353 | $83.5M |
| Mirae Asset Securities (usa) Inc. | 5.03% | — | 200,000 | $78.2M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.7% | 193,552 | $75.7M |
| Raymond James & Associates | 0.05% | Reduce -5.9% | 192,334 | $75.2M |
| Cetera Investment Advisers | 0.15% | Reduce -13.4% | 166,785 | $65.2M |
| Stifel Financial Corp. | 0.07% | Add +2.1% | 164,648 | $64.4M |
| Campbell Wealth Management | 20.03% | Add +5.5% | 158,620 | $62.0M |
| Chartist Inc. | 31.97% | Reduce -2.6% | 157,628 | $61.7M |
| Truist Financial Corp. | 0.09% | Reduce -1.2% | 154,710 | $60.5M |
| Sanctuary Advisors, LLC | 0.44% | — | 156,908 | $60.0M |
| Optiver Holding B.V. | 1.14% | Add +68.8% | 151,491 | $59.3M |
| Berkshire Money Management, Inc. | 6.94% | Reduce -25.7% | 146,115 | $57.1M |
| Private Advisor Group, LLC | 0.35% | Reduce -11.1% | 135,214 | $52.9M |
| Atria Investments, Inc | 0.59% | Reduce -0.8% | 117,259 | $45.9M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -57.7% | 112,427 | $44.0M |
| CM Wealth Advisors LLC | 20.25% | Reduce -19.8% | 108,684 | $42.6M |
| Walleye Trading LLC | 0.79% | Reduce -1.7% | 102,841 | $40.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +170.0% | 100,071 | $39.1M |
| Capital Fund Management S.A. | 0.43% | New | 96,220 | $37.6M |
| Citigroup Inc. | 0.03% | Reduce -29.5% | 87,470 | $34.2M |
| Walleye Capital LLC | 0.39% | Add +71.2% | 87,077 | $34.1M |
| Squarepoint Ops LLC | 0.13% | Reduce -21.7% | 87,046 | $34.0M |
| Creative Planning | 0.04% | Add +2.3% | 86,333 | $33.8M |
| Beacon Capital Management, LLC | 6.20% | Add +3.2% | 86,096 | $33.7M |
| Steel Grove Capital Advisors, LLC | 4.57% | No change | 84,568 | $33.1M |
| Select Asset Management & Trust | 12.67% | Add +0.7% | 81,288 | $31.8M |
| HighTower Advisors, LLC | 0.05% | Reduce -30.5% | 80,162 | $31.4M |
| Jones Financial Companies LLLP | 0.03% | Add +9.0% | 75,836 | $29.7M |
| Two Sigma Advisers, LP | 0.07% | New | 75,800 | $29.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.5% | 72,801 | $28.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 71,715 | $28.0M |
| Atlas Private Wealth Advisors | 4.31% | Add +114.0% | 67,691 | $26.5M |
| Mariner, LLC | 0.05% | Add +3.3% | 67,019 | $26.2M |
| FMR LLC | 0.00% | Add +12.6% | 66,917 | $26.2M |
| Cerity Partners LLC | 0.07% | Add +5.1% | 66,122 | $25.9M |
| Apollon Wealth Management, LLC | 0.79% | Reduce -43.8% | 66,098 | $25.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +458.2% | 66,046 | $25.8M |
| Meitav Investment House Ltd. | 0.46% | Add +12.6% | 65,921 | $25.8M |
| Susquehanna International Group, LLP | 0.04% | Reduce -86.6% | 64,603 | $25.3M |
| Corient Private Wealth LP | 0.04% | Reduce -2.1% | 63,859 | $25.0M |
| TCP Asset Management, LLC | 6.16% | Add +2.3% | 62,270 | $24.4M |
| Stephens Inc. | 0.37% | Reduce -0.3% | 61,806 | $24.2M |
| Pinnacle Associates Ltd. | 0.38% | Reduce -8.2% | 61,646 | $24.1M |
| MML Investors Services, LLC | 0.10% | Reduce -5.4% | 60,359 | $23.6M |
| Conservest Capital Advisors, Inc. | 2.51% | No change | 58,454 | $23.3M |
| Captrust Financial Advisors | 0.07% | Reduce -24.2% | 57,541 | $22.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.56% | Add +0.1% | 55,491 | $21.7M |
| Janney Montgomery Scott LLC | 0.07% | Add +12.5% | 54,962 | $21.5M |
| Heck Capital Advisors, LLC | 2.63% | Add +109.1% | 54,180 | $21.2M |
| Creekmur Asset Management LLC | 5.34% | Add +34.9% | 52,885 | $20.7M |
| Integrated Wealth Concepts LLC | 0.28% | Add +6.5% | 52,509 | $20.5M |
| NewEdge Advisors, LLC | 0.15% | Reduce -6.9% | 52,101 | $20.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 48,675 | $19.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.71% | No change | 48,431 | $19.0M |
| IFP Advisors, Inc | 0.74% | Add +12.7% | 47,682 | $18.7M |
| Barclays PLC | 0.01% | Reduce -65.7% | 47,668 | $18.6M |
| Avantax Advisory Services, Inc. | 0.13% | Add +2.9% | 47,342 | $18.5M |
| AMG National Trust Bank | 0.50% | Reduce -0.5% | 47,282 | $18.5M |
| GenWealth Group, Inc. | 4.36% | Add +1.1% | 45,262 | $17.7M |
| Trilogy Capital Inc. | 0.95% | Reduce -8.4% | 44,514 | $17.4M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +1.4% | 44,238 | $17.3M |
| Ocean Park Asset Management, LLC | 0.78% | Reduce -32.4% | 42,292 | $16.5M |
| SteelPeak Wealth, LLC | 0.77% | Add +27.7% | 41,472 | $16.3M |
| Johnson Bixby & Associates, LLC | 2.66% | Reduce -1.4% | 40,556 | $15.9M |
| Pinnacle Financial Partners Inc | 0.34% | Reduce -0.0% | 39,898 | $15.7M |
| MYDA Advisors LLC | 4.77% | Add +42.9% | 40,000 | $15.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.9% | 39,834 | $15.6M |
| Prostatis Group LLC | 5.42% | Add +11.6% | 39,536 | $15.5M |
| Credit Agricole S A | 0.09% | Add +61.8% | 37,643 | $14.7M |
| MKT Advisors LLC | 7.16% | Reduce -1.8% | 36,624 | $14.4M |
| Tower Research Capital LLC (TRC) | 0.24% | Reduce -61.7% | 36,567 | $14.3M |
| Daiwa Securities Group Inc. | 0.08% | Reduce -18.1% | 36,558 | $14.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +2.0% | 36,447 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -4.6% | 35,782 | $14.0M |
| Smithbridge Asset Management Inc. | 2.89% | Add +66.0% | 35,586 | $13.9M |
| Ameritas Advisory Services, LLC | 0.52% | Add +3.6% | 34,954 | $13.7M |
| Commerce Bank | 0.09% | Add +0.2% | 34,626 | $13.5M |
| Blair William & Co. | 0.04% | Add +3.3% | 34,359 | $13.4M |
| National Bank of Canada | 0.02% | Add +9.0% | 34,270 | $13.4M |
| L & S Advisors Inc | 1.71% | Reduce -2.1% | 34,120 | $13.3M |
| Twin Tree Management, LP | 0.38% | New | 33,479 | $13.1M |
| TD Waterhouse Canada Inc. | 0.12% | Reduce -4.4% | 33,209 | $13.0M |
| Melone Private Wealth, LLC | 7.50% | Add +0.9% | 32,353 | $12.7M |
| Washburn Capital Management, Inc. | 8.98% | Reduce -4.6% | 32,189 | $12.6M |
| Prospera Financial Services Inc | 0.34% | Add +7.6% | 31,587 | $12.4M |
| All Terrain Financial Advisors, LLC | 5.19% | Add +3.7% | 31,551 | $12.3M |
| Focus Partners Wealth | 0.04% | Add +33.7% | 31,534 | $12.3M |
| Point72 Europe (London) LLP | 1.04% | Add +103.2% | 31,511 | $12.3M |
| GTS Securities LLC | 0.25% | Add +47.5% | 31,300 | $12.2M |
| Pittenger & Anderson Inc. | 0.48% | Add +2.2% | 29,890 | $11.7M |
| Mechanics Bank Trust Department | 1.67% | Reduce -0.5% | 29,864 | $11.7M |
| Wedbush Securities Inc. | 0.42% | Add +5.5% | 29,794 | $11.7M |
| IFG Advisory, LLC | 0.72% | Reduce -5.3% | 28,518 | $11.2M |
| Sykon Capital LLC | 4.19% | Reduce -3.2% | 28,411 | $11.1M |
| Amplius Wealth Advisors, LLC | 1.23% | Reduce -5.4% | 28,295 | $11.1M |
| Benin Management CORP | 3.35% | Reduce -8.0% | 28,164 | $11.0M |
| HSBC Holdings PLC | 0.01% | Reduce -29.3% | 28,071 | $11.0M |
| Pinnacle Holdings, LLC | 4.90% | Reduce -9.6% | 26,821 | $10.5M |
| Oak Harvest Investment Services | 1.64% | Reduce -5.6% | 26,555 | $10.4M |
| Cresset Asset Management, LLC | 0.04% | Add +1.4% | 26,513 | $10.4M |
| Capital Wealth Planning, LLC | 0.11% | Reduce -0.5% | 26,400 | $10.3M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Reduce -35.4% | 26,234 | $10.3M |
| Whittier Trust Co. of Nevada Inc. | 0.29% | Reduce -0.6% | 26,286 | $10.3M |
| Comerica Bank | 0.04% | Reduce -0.2% | 25,367 | $9.9M |
| Equitable Holdings, Inc. | 0.10% | Add +7.9% | 25,213 | $9.9M |
| Oppenheimer & Co. Inc. | 0.16% | Reduce -17.5% | 25,149 | $9.8M |
| Toronto Dominion Bank | 0.02% | Add +509.4% | 25,084 | $9.8M |
| Clarity Wealth Advisors, LLC | 3.17% | Add +7.3% | 25,039 | $9.8M |
| M&T Bank Corp | 0.03% | Reduce -0.4% | 24,287 | $9.5M |
| Point72 (DIFC) Ltd | 0.83% | Add +49.8% | 23,979 | $9.4M |
| First Heartland Consultants, Inc. | 0.92% | Reduce -27.8% | 23,668 | $9.3M |
| FOCUS Wealth Advisors, LLC | 4.74% | Add +7.2% | 23,629 | $9.2M |
| Meridian Wealth Management, LLC | 1.05% | New | 22,387 | $8.8M |
| Sound View Wealth Advisors Group, LLC | 0.90% | Add +2.4% | 22,308 | $8.7M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +5.9% | 22,212 | $8.7M |
| Capital Management Associates, Inc | 5.19% | Add +2.1% | 21,935 | $8.6M |
| NTV Asset Management LLC | 1.21% | Reduce -1.8% | 21,540 | $8.4M |
| Wealth Quarterback LLC | 4.74% | Add +11.6% | 21,385 | $8.4M |
| Whittier Trust Co. | 0.12% | Add +0.8% | 20,813 | $8.1M |
| J.W. Cole Advisors, Inc. | 0.38% | Add +0.3% | 20,722 | $8.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -0.8% | 20,570 | $8.0M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +8.2% | 20,507 | $8.0M |
| Allworth Financial LP | 0.05% | Reduce -4.2% | 19,738 | $8.0M |
| Jump Financial, LLC | 0.16% | New | 20,304 | $7.9M |
| Arete Wealth Advisors, LLC | 0.64% | Reduce -1.5% | 19,962 | $7.8M |
| Sheaff Brock Investment Advisors, LLC | 0.72% | Add +1.7% | 19,895 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +12.0% | 19,758 | $7.7M |
| Echo45 Advisors LLC | 5.40% | Reduce -50.7% | 19,634 | $7.7M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -11.5% | 19,557 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -2.0% | 19,566 | $7.7M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -0.5% | 19,559 | $7.7M |
| Armbruster Capital Management, Inc. | 1.58% | Reduce -2.3% | 19,423 | $7.6M |
| Washington Capital Management, Inc. | 6.44% | No change | 19,416 | $7.6M |
| Advisory Services Network, LLC | 0.15% | Add +25.2% | 18,510 | $7.2M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -1.3% | 18,258 | $7.1M |
| Magnolia Capital Management Ltd. | 5.70% | Reduce -0.3% | 17,355 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.35% | Add +0.1% | 17,074 | $6.7M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -8.2% | 16,891 | $6.6M |
| King Wealth Management Group | 1.10% | Reduce -2.0% | 16,870 | $6.6M |
| Regions Financial Corp. | 0.05% | Reduce -1.3% | 16,843 | $6.6M |
| Kingswood Wealth Advisors, LLC | 0.59% | Add +105.8% | 16,752 | $6.6M |
| Johnson Investment Counsel Inc. | 0.07% | No change | 16,328 | $6.4M |
| Independent Financial Group, LLC | 0.25% | Reduce -25.7% | 16,124 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +5.0% | 16,006 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.64% | Reduce -0.4% | 15,890 | $6.2M |
| Blue Bell Private Wealth Management, LLC | 1.28% | Reduce -0.5% | 15,865 | $6.2M |
| Natixis Advisors, LLC | 0.01% | Add +9.8% | 15,706 | $6.1M |
| Bfsg, LLC | 0.77% | Add +2.5% | 15,526 | $6.1M |
| Foster Group, Inc. | 0.24% | No change | 15,500 | $6.1M |
| Guardian Asset Advisors, LLC | 4.33% | Add +13.4% | 15,058 | $5.9M |
| Curtis Advisory Group, LLC | 2.07% | Reduce -17.7% | 14,970 | $5.9M |
| Bremer Bank National Association | 1.14% | No change | 14,957 | $5.9M |
| Iowa State Bank | 1.29% | No change | 14,870 | $5.8M |
| Sowell Financial Services LLC | 0.27% | Reduce -3.2% | 14,540 | $5.7M |
| Harbour Investments, Inc. | 0.19% | Add +1.3% | 14,528 | $5.7M |
| Frank, Rimerman Advisors LLC | 0.40% | Reduce -0.5% | 14,513 | $5.7M |
| Intergy Private Wealth, LLC | 2.33% | Add +0.6% | 14,422 | $5.6M |
| Edgestream Partners, L.P. | 0.27% | Add +123.7% | 14,198 | $5.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 14,142 | $5.5M |
| Summit Asset Management, LLC | 0.63% | Reduce -1.2% | 13,603 | $5.3M |
| Lido Advisors, LLC | 0.04% | Reduce -12.3% | 13,542 | $5.3M |
| Brown Advisory Inc. | 0.01% | Add +2.0% | 13,566 | $5.3M |
| Birinyi Associates Inc. | 1.58% | Reduce -1.4% | 13,458 | $5.3M |
| Venture Visionary Partners LLC | 0.25% | Reduce -0.1% | 13,451 | $5.3M |
| Surience Private Wealth LLC | 6.70% | New | 13,314 | $5.2M |
| LM Advisors LLC | 1.03% | Reduce -1.5% | 13,333 | $5.2M |
| Thoroughbred Financial Services, LLC | 0.34% | Add +29.8% | 13,135 | $5.1M |
| Cowa, LLC | 2.72% | Reduce -0.9% | 13,038 | $5.1M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -20.3% | 12,941 | $5.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -5.5% | 12,882 | $5.0M |
| Advisors Management Group Inc. | 1.26% | Reduce -0.5% | 12,874 | $5.0M |
| Sanders Morris Harris LLC | 0.83% | New | 12,842 | $5.0M |
| IFG Advisors, LLC | 1.17% | Add +0.5% | 12,654 | $4.9M |
| Fortis Group Advisors, LLC | 0.97% | Add +9.2% | 12,495 | $4.9M |
| American National Bank & Trust | 0.60% | No change | 12,409 | $4.9M |
| Mission Creek Capital Partners, Inc. | 1.22% | Reduce -4.8% | 12,388 | $4.8M |
| Northern Financial Advisors Inc | 3.85% | Reduce -15.7% | 12,285 | $4.8M |
| Greenwich Wealth Management LLC | 0.35% | Add +1.0% | 12,230 | $4.8M |
| Montag A & Associates Inc. | 0.24% | No change | 12,200 | $4.8M |
| Concourse Financial Group Securities, Inc. | 0.30% | Add +3.2% | 12,128 | $4.8M |
| Ayalon Insurance Comp Ltd. | 1.56% | Reduce -1.1% | 12,083 | $4.7M |
| Bay Rivers Group | 2.42% | Add +1.6% | 11,906 | $4.7M |
| AE Wealth Management LLC | 0.05% | Reduce -38.3% | 11,819 | $4.6M |
| Smith Anglin Financial, LLC | 0.46% | Reduce -25.0% | 11,668 | $4.6M |
| Pettinga Financial Advisors LLC | 1.14% | Add +8.2% | 11,655 | $4.6M |
| Composition Wealth, LLC | 0.11% | Add +0.6% | 11,590 | $4.5M |
| Heritage Wealth Partners, LLC | 6.50% | Add +88.6% | 11,477 | $4.5M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -4.6% | 11,466 | $4.5M |
| Absolute Capital Management, LLC | 2.70% | No change | 11,400 | $4.5M |
| Tortoise Investment Management, LLC | 0.51% | Reduce -0.3% | 11,372 | $4.4M |
| Insigneo Advisory Services, LLC | 0.49% | Add +24.9% | 11,207 | $4.3M |
| Narwhal Capital Management | 0.41% | No change | 11,080 | $4.3M |
| Certuity, LLC | 0.34% | Reduce -0.6% | 11,016 | $4.3M |
| Brighton Jones LLC | 0.14% | Add +0.4% | 10,955 | $4.3M |
| Paloma Partners Management Co | 0.46% | Reduce -61.2% | 10,872 | $4.3M |
| Brookstone Capital Management | 0.07% | Reduce -1.2% | 10,175 | $4.2M |
| Prudential Financial Inc. | 0.01% | Reduce -20.0% | 10,662 | $4.2M |
| Constant Guidance Financial LLC | 4.21% | Add +8.2% | 10,380 | $4.1M |
| Tufton Capital Management | 0.77% | Add +0.1% | 10,087 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +4.5% | 10,032 | $3.9M |
| Horizon Wealth Management, LLC | 0.93% | Reduce -91.7% | 9,933 | $3.9M |
| NorthCoast Asset Management LLC | 0.03% | Add +249.6% | 9,716 | $3.8M |
| RFG Advisory, LLC | 0.12% | Reduce -39.5% | 9,696 | $3.8M |
| Canandaigua National Bank & Trust Co. | 0.41% | New | 9,637 | $3.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.11% | No change | 9,583 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +61.6% | 9,467 | $3.7M |
| Capital Advisory Group Advisory Services, LLC | 1.59% | Add +26.2% | 9,485 | $3.7M |
| Kelleher Financial Advisors | 1.51% | No change | 9,393 | $3.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | Reduce -40.2% | 9,295 | $3.6M |
| GFS Advisors, LLC | 0.58% | Reduce -98.5% | 140 | $3.6M |
| Schnieders Capital Management LLC | 0.73% | Reduce -0.7% | 9,190 | $3.6M |
| Summit Wealth Partners, LLC | 0.73% | Reduce -0.3% | 8,995 | $3.5M |
| HB Wealth Management, LLC | 0.04% | Add +52.6% | 8,925 | $3.5M |
| Stelac Advisory Services LLC | 1.41% | Add +2.3% | 8,613 | $3.4M |
| Foresight Capital Management Advisors, Inc. | 2.26% | Add +6.6% | 8,506 | $3.3M |
| Hilltop Holdings Inc. | 0.39% | Add +41.6% | 8,489 | $3.3M |
| US Bancorp \de | 0.00% | Add +1.8% | 8,385 | $3.3M |
| Novak & Powell Financial Services, Inc. | 2.03% | Add +0.3% | 8,376 | $3.3M |
| Vivid Wealth Management, LLC | 1.82% | Reduce -33.9% | 8,300 | $3.2M |
| Integrated Advisors Network LLC | 0.17% | Add +3.6% | 8,259 | $3.2M |
| Capital Wealth Alliance, LLC | 1.84% | Add +564.0% | 8,247 | $3.2M |
| Fortune 45 LLC | 2.46% | Reduce -0.1% | 8,241 | $3.2M |
| Founders Financial Alliance, LLC | 0.95% | Add +1.7% | 8,181 | $3.2M |
| Cwm, LLC | 0.01% | Add +1.2% | 8,046 | $3.1M |
| Gratus Capital, LLC | 0.13% | Add +0.8% | 7,937 | $3.1M |
| AlphaStar Capital Management, LLC | 0.29% | Add +8.2% | 7,936 | $3.1M |
| International Assets Investment Management, LLC | 0.29% | Add +6.0% | 7,899 | $3.1M |
| Caldwell Trust Co | 0.34% | Reduce -4.2% | 7,893 | $3.1M |
| Buckingham Strategic Wealth, LLC | 0.03% | Reduce -6.3% | 7,845 | $3.1M |
| Autumn Glory Partners, LLC | 1.56% | No change | 7,803 | $3.1M |
| Meridian Investment Counsel Inc. | 0.96% | No change | 7,754 | $3.0M |
| Western Wealth Management, LLC | 0.22% | Reduce -4.3% | 7,735 | $3.0M |
| Main Street Financial Solutions, LLC | 0.28% | Add +27.6% | 7,702 | $3.0M |
| Graves Light Lenhart Wealth, Inc. | 0.34% | Add +0.0% | 7,506 | $2.9M |
| World Investment Advisors | 0.18% | Add +94.7% | 7,439 | $2.9M |
| Vontobel Holding Ltd. | 0.01% | Add +99.7% | 7,410 | $2.9M |
| FSC Wealth Advisors, LLC | 2.12% | No change | 7,341 | $2.9M |
| Sigma Planning Corp | 0.09% | Reduce -30.7% | 7,207 | $2.8M |
| Spire Wealth Management | 0.10% | Reduce -1.5% | 7,194 | $2.8M |
| Fingerlakes Wealth Management, Inc. | 2.51% | Reduce -0.0% | 7,160 | $2.8M |
| Letson Investment Management, Inc. | 1.24% | No change | 7,159 | $2.8M |
| Hudock, Inc. | 0.52% | Reduce -0.3% | 7,128 | $2.8M |
| JTC Employer Solutions Trustee Ltd | 0.18% | No change | 6,981 | $2.7M |
| Savant Capital, LLC | 0.03% | Add +6.3% | 6,958 | $2.7M |
| Bison Wealth, LLC | 0.44% | No change | 6,796 | $2.7M |
| SignalPoint Asset Management, LLC | 0.71% | Add +5.1% | 6,843 | $2.7M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +5.5% | 6,841 | $2.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -2.1% | 6,784 | $2.7M |
| Cambridge Financial Group, LLC | 1.21% | Reduce -3.1% | 6,777 | $2.7M |
| TrueWealth Advisors, LLC | 0.98% | Reduce -3.4% | 6,746 | $2.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -21.2% | 6,745 | $2.6M |
| Jefferies Financial Group Inc. | 0.06% | Add +30.2% | 6,730 | $2.6M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -2.5% | 6,683 | $2.6M |
| Asset Allocation Strategies LLC | 0.87% | Add +0.1% | 6,631 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Reduce -22.7% | 6,598 | $2.6M |
| Heritage Investors Management Corp. | 0.09% | No change | 6,600 | $2.6M |
| Summit Financial, LLC | 0.12% | Add +48.6% | 6,564 | $2.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +6.1% | 6,566 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.30% | Reduce -3.8% | 6,499 | $2.5M |
| Compound Planning, Inc. | 0.19% | Add +20.5% | 6,427 | $2.5M |
| BigSur Wealth Management LLC | 0.77% | Reduce -7.3% | 6,384 | $2.5M |
| Quadcap Wealth Management, LLC | 0.45% | Reduce -4.5% | 6,361 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -1.9% | 6,330 | $2.5M |
| Bluespring Wealth Management, LLC | 0.26% | Reduce -0.4% | 6,231 | $2.4M |
| Two Sigma Investments, LP | 0.01% | New | 6,200 | $2.4M |
| NWF Advisory Services Inc. | 0.39% | Reduce -1.0% | 6,191 | $2.4M |
| Global Retirement Partners, LLC | 0.08% | Reduce -3.3% | 6,186 | $2.4M |
| Coastwise Capital Group, LLC | 2.33% | Reduce -35.3% | 6,175 | $2.4M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -2.1% | 6,149 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.1% | 6,128 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Add +0.1% | 6,099 | $2.4M |
| StoneX Group Inc. | 0.19% | Reduce -3.6% | 6,084 | $2.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.3% | 6,091 | $2.4M |
| Paulson Wealth Management Inc. | 0.69% | Reduce -11.9% | 6,084 | $2.4M |
| St. Clair Advisors, LLC | 0.74% | No change | 5,951 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +6.4% | 5,923 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +6.4% | 5,923 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -91.3% | 5,905 | $2.3M |
| Keybank National Association | 0.01% | Add +27.6% | 5,896 | $2.3M |
| Fifth Third Bancorp | 0.01% | Reduce -1.8% | 5,891 | $2.3M |
| Arvest Trust Co. N A | 0.14% | Reduce -0.1% | 5,877 | $2.3M |
| Crumly & Associates Inc. | 0.66% | Add +0.2% | 5,844 | $2.3M |
| TD Asset Management Inc | 0.00% | Reduce -40.8% | 5,770 | $2.3M |
| Group One Trading LLC | 0.07% | Reduce -11.3% | 5,734 | $2.2M |
| Lowery Thomas, LLC | 1.64% | Reduce -1.1% | 5,731 | $2.2M |
| Miller Investment Management, LP | 0.27% | Reduce -52.4% | 5,717 | $2.2M |
| Capital Advisors, Ltd. LLC | 0.29% | Reduce -0.4% | 5,699 | $2.2M |
| Asset Dedication, LLC | 0.15% | Add +0.9% | 5,680 | $2.2M |
| Arvest Investments, Inc. | 0.35% | Add +3.3% | 5,602 | $2.2M |
| Monograph Wealth Advisors, LLC | 0.32% | No change | 5,541 | $2.2M |
| Triumph Capital Management | 0.84% | Add +12.5% | 5,511 | $2.2M |
| Greenfield Savings Bank | 1.09% | Add +6.2% | 5,423 | $2.1M |
| RMR Wealth Builders | 0.24% | Reduce -2.4% | 5,371 | $2.1M |
| Windsor Capital Management, LLC | 0.64% | Reduce -5.3% | 5,328 | $2.1M |
| Essex Financial Services, Inc. | 0.15% | Add +14.3% | 5,277 | $2.1M |
| KCM Investment Advisors LLC | 0.08% | No change | 5,316 | $2.1M |
| Madison Park Capital Advisors, LLC | 1.73% | Reduce -2.6% | 5,289 | $2.1M |
| Edge Capital Group, LLC | 0.10% | No change | 5,259 | $2.1M |
| SouthState Bank Corp | 0.15% | No change | 5,208 | $2.0M |
| Focus Financial Network, Inc. | 0.09% | No change | 4,931 | $2.0M |
| Choreo, LLC | 0.03% | Add +301.2% | 5,180 | $2.0M |
| Apexium Financial, LP | 0.14% | No change | 5,139 | $2.0M |
| Synovus Financial Corp. | 0.03% | Reduce -1.7% | 5,109 | $2.0M |
| Intrepid Financial Planning Group LLC | 0.85% | Add +5.7% | 5,087 | $2.0M |
| Advisory Alpha, LLC | 0.08% | Add +11.5% | 5,018 | $2.0M |
| American State Bank (Iowa) | 1.25% | No change | 4,992 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.0% | 4,944 | $1.9M |
| Kaizen Financial Strategies | 1.21% | Reduce -57.6% | 4,741 | $1.9M |
| Second Half Financial Partners, LLC | 1.53% | Reduce -2.1% | 4,881 | $1.9M |
| Seamount Financial Group Inc. | 1.54% | Reduce -6.9% | 4,842 | $1.9M |
| Bank Hapoalim BM | 0.28% | Reduce -10.0% | 4,834 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -3.1% | 4,767 | $1.9M |
| Country Club Bank | 0.13% | Add +12.3% | 4,757 | $1.9M |
| Mill Creek Capital Advisors, LLC | 0.05% | No change | 4,693 | $1.8M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +120.8% | 4,660 | $1.8M |
| Sovereign Financial Group, Inc. | 0.45% | Add +14.6% | 4,650 | $1.8M |
| Gray Wealth Management Inc. | 0.77% | Reduce -2.4% | 4,591 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 4,574 | $1.8M |
| Ancora Advisors LLC | 0.04% | No change | 4,528 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -13.0% | 4,508 | $1.8M |
| Mission Wealth Management, LP | 0.05% | Reduce -15.7% | 4,497 | $1.8M |
| Secure Asset Management, LLC | 0.33% | Add +483.6% | 4,488 | $1.8M |
| Citizens Financial Group Inc. | 0.04% | New | 4,486 | $1.8M |
| CreativeOne Wealth, LLC | 0.09% | Reduce -32.5% | 4,430 | $1.7M |
| Caprock Group, LLC | 0.07% | No change | 4,405 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +37.6% | 4,398 | $1.7M |
| Balyasny Asset Management L.P. | 0.00% | New | 4,388 | $1.7M |
| Quantinno Capital Management LP | 0.03% | Add +23.8% | 4,370 | $1.7M |
| Flagstar Securities, Inc. | 0.47% | Add +0.7% | 4,345 | $1.7M |
| Embree Financial Group | 0.32% | Reduce -8.3% | 4,281 | $1.7M |
| WealthBridge Capital Management, LLC | 0.55% | Reduce -2.6% | 4,267 | $1.7M |
| Gallacher Capital Management LLC | 0.88% | Add +0.1% | 4,261 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -47.7% | 4,252 | $1.7M |
| Bank of Hawaii | 0.08% | New | 4,247 | $1.7M |
| Apriem Advisors | 0.20% | No change | 4,150 | $1.6M |
| NBT Bank, N.A. | 0.12% | Reduce -0.1% | 4,137 | $1.6M |
| Cambridge Advisors Inc. | 0.37% | No change | 4,110 | $1.6M |
| Lake Street Advisors Group, LLC | 0.08% | Add +87.0% | 4,098 | $1.6M |
| Stokes Family Office, LLC | 0.19% | No change | 4,106 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.23% | Reduce -2.8% | 4,100 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +0.7% | 4,091 | $1.6M |
| Kovack Advisors, Inc. | 0.17% | New | 4,055 | $1.6M |
| Ashford Advisors, LLC | 0.38% | No change | 4,000 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -1.5% | 3,995 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Add +6.1% | 3,987 | $1.6M |
| Purus Wealth Management, LLC | 0.68% | Reduce -1.4% | 3,959 | $1.5M |
| Jackson Hole Capital Partners, LLC | 0.34% | No change | 3,955 | $1.5M |
| Leo Wealth, LLC | 0.16% | Add +0.3% | 3,939 | $1.5M |
| HUB Investment Partners, LLC | 0.07% | Reduce -0.2% | 3,933 | $1.5M |
| Community Trust & Investment Co. | 0.10% | No change | 3,900 | $1.5M |
| Centennial Bank | 0.74% | Reduce -4.9% | 3,875 | $1.5M |
| Alta Wealth Advisors LLC | 0.75% | Reduce -2.6% | 3,827 | $1.5M |
| Lanark Financial, Inc. | 0.14% | Reduce -3.4% | 3,816 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -4.8% | 3,805 | $1.5M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -0.6% | 3,805 | $1.5M |
| Aull & Monroe Investment Management Corp | 0.73% | Reduce -0.4% | 3,800 | $1.5M |
| Morton Capital Management LLC | 0.35% | No change | 3,771 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,750 | $1.5M |
| Roundview Capital LLC | 0.11% | Reduce -6.1% | 3,729 | $1.5M |
| Sugarloaf Wealth Management, LLC | 0.26% | Add +0.5% | 3,724 | $1.5M |
| Capstone Investment Advisors, LLC | 0.07% | Add +15.7% | 3,717 | $1.5M |
| Maven Securities LTD | 0.23% | New | 3,703 | $1.4M |
| Cozad Asset Management Inc. | 0.14% | Reduce -3.3% | 3,680 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | Reduce -58.0% | 3,664 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.7% | 3,648 | $1.4M |
| Sharper & Granite LLC | 0.68% | Reduce -1.4% | 3,635 | $1.4M |
| Verus Capital Partners, LLC | 0.14% | Reduce -1.4% | 3,577 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.73% | Reduce -4.4% | 3,563 | $1.4M |
| Fifth Third Securities, Inc. | 0.13% | Add +7.4% | 3,546 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,534 | $1.4M |
| Centaurus Financial, Inc. | 0.09% | Reduce -25.6% | 3,518 | $1.4M |
| Smith, Moore & Co. | 0.14% | Add +4.7% | 3,488 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -13.2% | 3,481 | $1.4M |
| Heritage Investment Group, Inc. | 0.19% | No change | 3,480 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Add +1.2% | 3,466 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +26.1% | 3,465 | $1.4M |
| Optivise Advisory Services LLC | 0.73% | — | 3,457 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,455 | $1.4M |
| Gen-Wealth Partners Inc | 0.65% | Add +68.8% | 3,451 | $1.3M |
| FWG Holdings, LLC | 0.68% | Reduce -0.4% | 3,345 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -46.4% | 3,314 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -0.0% | 3,435 | $1.3M |
| FSM Wealth Advisors, LLC | 0.45% | Add +0.0% | 3,426 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.95% | Add +0.5% | 3,418 | $1.3M |
| Auxano Advisors, LLC | 0.37% | No change | 3,414 | $1.3M |
| Cutter & CO Brokerage, Inc. | 0.32% | Reduce -8.0% | 3,408 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -2.3% | 3,399 | $1.3M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +2.6% | 3,381 | $1.3M |
| Raab & Moskowitz Asset Management LLC | 0.36% | No change | 3,368 | $1.3M |
| Balboa Wealth Partners | 0.35% | Reduce -45.7% | 3,361 | $1.3M |
| Boston Research & Management Inc. | 0.33% | No change | 3,360 | $1.3M |
| Joel Isaacson & Co., LLC | 0.07% | Reduce -11.6% | 3,357 | $1.3M |
| Peak Planning Group, LLC | 0.64% | Reduce -12.9% | 3,342 | $1.3M |
| QRG Capital Management, Inc. | 0.02% | Add +3.2% | 3,329 | $1.3M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 3,300 | $1.3M |
| Tompkins Financial Corp. | 0.14% | Add +23.1% | 3,305 | $1.3M |
| LexAurum Advisors, LLC | 0.31% | Reduce -39.1% | 3,265 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | No change | 3,250 | $1.3M |
| Round Rock Advisors LLC | 0.31% | No change | 3,238 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -91.5% | 3,228 | $1.3M |
| Motco | 0.07% | No change | 3,198 | $1.3M |
| Fortune Financial Advisors, LLC | 0.77% | Reduce -0.1% | 3,195 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.69% | Reduce -13.2% | 3,190 | $1.2M |
| PEAK6 Investments LLC | 0.06% | Add +120.6% | 3,185 | $1.2M |
| Godsey & Gibb, Inc. | 0.13% | Reduce -9.0% | 3,179 | $1.2M |
| Banco Santander, S.A. | 0.02% | Add +62.2% | 3,169 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -0.8% | 3,163 | $1.2M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -7.3% | 3,158 | $1.2M |
| Dumont & Blake Investment Advisors LLC | 0.17% | Add +99.3% | 3,129 | $1.2M |
| Sage Advisors, LLC | 0.99% | Add +6.7% | 3,125 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +220.3% | 3,117 | $1.2M |
| KPP Advisory Services LLC | 0.32% | New | 3,110 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -0.6% | 3,080 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -71.9% | 3,063 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -2.0% | 3,056 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | No change | 3,055 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | Reduce -15.9% | 3,046 | $1.2M |
| Good Life Advisors, LLC | 0.10% | Add +16.7% | 3,034 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.13% | Reduce -5.7% | 3,032 | $1.2M |
| Northern Capital Management, Inc. | 0.79% | No change | 3,023 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -23.3% | 3,021 | $1.2M |
| BluePointe Capital Management, LLC | 0.79% | No change | 3,006 | $1.2M |
| NewEdge Wealth, LLC | 0.03% | Add +0.9% | 2,991 | $1.2M |
| Well Done, LLC | 0.24% | Add +1.9% | 2,980 | $1.2M |
| CRA Financial Services, LLC | 0.23% | Add +0.3% | 2,966 | $1.2M |
| Eagle Capital Management, LLC | 0.50% | No change | 2,915 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.28% | No change | 2,900 | $1.1M |
| Financial Advocates Investment Management | 0.07% | Reduce -6.6% | 2,889 | $1.1M |
| Modera Wealth Management, LLC | 0.02% | Reduce -4.9% | 2,889 | $1.1M |
| Wintrust Investments LLC | 0.09% | Add +0.5% | 2,873 | $1.1M |
| Wealth Management Partners, LLC | 0.55% | Reduce -0.9% | 2,866 | $1.1M |
| PFG Investments, LLC | 0.08% | Add +11.1% | 2,843 | $1.1M |
| Valley National Advisers Inc. | 0.16% | Reduce -12.8% | 2,843 | $1.1M |
| Man Group plc | 0.00% | Reduce -23.1% | 2,838 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.3% | 2,836 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.56% | Add +133.3% | 2,818 | $1.1M |
| First PREMIER Bank | 0.29% | No change | 2,800 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.4% | 2,798 | $1.1M |
| Jacobi Capital Management LLC | 0.09% | Add +7.1% | 2,785 | $1.1M |
| Grandview Asset Management LLC | 0.63% | Reduce -0.0% | 2,756 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +18.7% | 2,751 | $1.1M |
| NFSG Corp | 0.40% | Reduce -8.5% | 2,747 | $1.1M |
| Magnus Financial Group LLC | 0.12% | Reduce -4.3% | 2,741 | $1.1M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 2,728 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.18% | Reduce -5.0% | 2,723 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +72.5% | 2,716 | $1.1M |
| Hancock Whitney Corp. | 0.04% | No change | 2,691 | $1.1M |
| Lane & Associates LLC | 0.62% | Reduce -1.2% | 2,674 | $1.0M |
| Fort Point Capital Partners LLC | 0.13% | Add +0.0% | 2,663 | $1.0M |
| ZWJ Investment Counsel Inc. | 0.05% | Add +2.7% | 2,657 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +2.1% | 2,646 | $1.0M |
| USA Financial Formulas | 0.17% | Reduce -98.5% | 2,644 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.10% | New | 2,630 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -20.5% | 2,614 | $1.0M |
| Advanced Asset Management Advisors Inc | 0.27% | Add +0.1% | 2,610 | $1.0M |
| Epic Trust Investment Advisors, LLC | 1.12% | Reduce -20.9% | 2,607 | $1.0M |
| Strategic Blueprint, LLC | 0.07% | Add +5.7% | 2,597 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Add +0.7% | 2,588 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 2,585 | $1.0M |
| Peoples Bank | 0.78% | No change | 2,571 | $1.0M |
| Citizens & Northern Corp. | 0.31% | No change | 2,543 | $995K |
| Larson Financial Group LLC | 0.07% | Reduce -1.0% | 2,542 | $994K |
| Rothschild Investment LLC | 0.07% | Reduce -0.4% | 2,527 | $988K |
| Harvest Investment Services, LLC | 0.39% | Reduce -71.9% | 2,524 | $987K |
| Mgo One Seven LLC | 0.05% | Reduce -17.5% | 2,499 | $977K |
| Beaumont Financial Advisors, LLC | 0.08% | Add +1.2% | 2,488 | $973K |
| Belmont Capital, LLC | 0.18% | No change | 2,476 | $968K |
| First City Capital Management, Inc. | 0.54% | Add +3.3% | 2,471 | $967K |
| Northwest Financial Advisors | 0.98% | Add +0.5% | 2,468 | $965K |
| Nuveen Asset Management, LLC | 0.00% | No change | 2,450 | $960K |
| SVB Wealth LLC | 0.02% | Reduce -3.3% | 2,442 | $955K |
| Widmann Financial Services, Inc. | 0.77% | Add +0.0% | 2,435 | $952K |
| Kelman-Lazarov, Inc. | 0.18% | Reduce -0.0% | 2,425 | $948K |
| Clear Point Advisors Inc. | 0.78% | Reduce -29.3% | 2,423 | $948K |
| Financial Alternatives, Inc | 0.70% | No change | 2,395 | $937K |
| XML Financial, LLC | 0.09% | Add +12.6% | 2,374 | $929K |
| Visionary Wealth Advisors | 0.06% | Reduce -5.5% | 2,371 | $927K |
| Allie Family Office LLC | 0.56% | No change | 2,368 | $926K |
| Fiduciary Alliance LLC | 0.15% | Add +21.5% | 2,327 | $915K |
| JT Stratford LLC | 0.17% | Add +2.1% | 2,332 | $912K |
| Kesler, Norman & Wride, LLC | 0.19% | Add +0.2% | 2,314 | $905K |
| First Citizens Bank & Trust Co. | 0.02% | No change | 2,310 | $904K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -36.3% | 2,309 | $903K |
| Zhang Financial LLC | 0.06% | No change | 2,303 | $901K |
| Two Sigma Securities, LLC | 0.04% | No change | 2,300 | $900K |
| GYL Financial Synergies, LLC | 0.07% | Add +1.4% | 2,294 | $897K |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -11.1% | 2,289 | $895K |
| Activest Wealth Management | 0.29% | Add +307.3% | 2,277 | $890K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -11.6% | 2,274 | $889K |
| Valeo Financial Advisors, LLC | 0.03% | No change | 2,251 | $880K |
| Garda Capital Partners LP | 0.47% | New | 2,235 | $874K |
| Sage Capital Management, LLC | 0.46% | Add +0.3% | 2,215 | $866K |
| First National Trust Co | 0.04% | Add +19.7% | 2,213 | $866K |
| Moors & Cabot, Inc. | 0.05% | Reduce -5.2% | 2,212 | $865K |
| Capital Investment Advisors, LLC | 0.02% | Add +0.1% | 2,207 | $863K |
| WBH Advisory Inc. | 0.09% | Add +0.1% | 2,205 | $862K |
| Scharf Investments, LLC | 0.02% | Add +100.0% | 2,190 | $857K |
| Pacific Financial Group Inc. | 0.61% | Reduce -0.8% | 2,186 | $855K |
| CoreCap Advisors, LLC | 0.09% | Reduce -70.5% | 2,183 | $854K |
| Regal Investment Advisors LLC | 0.06% | Add +8.2% | 2,175 | $851K |
| Selective Wealth Management, Inc. | 0.37% | Add +0.1% | 2,165 | $851K |
| Pegasus Asset Management, Inc. | 0.26% | No change | 2,152 | $842K |
| Samalin Investment Counsel, LLC | 0.39% | Reduce -36.8% | 2,147 | $840K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -2.9% | 2,144 | $839K |
| Daymark Wealth Partners, LLC | 0.04% | New | 2,125 | $831K |
| American Planning Services, Inc. | 0.58% | Reduce -5.3% | 2,105 | $823K |
| Stonebrook Private Inc. | 0.24% | Add +0.1% | 2,103 | $822K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +75.0% | 2,100 | $821K |
| Private Trust Co. NA | 0.09% | Reduce -12.8% | 2,097 | $820K |
| Florida Trust Wealth Management Co | 0.03% | New | 2,077 | $812K |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 2,071 | $810K |
| True North Advisors, LLC | 0.22% | Add +0.4% | 2,071 | $810K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.2% | 2,069 | $809K |
| Romano Brothers and Company | 0.11% | No change | 2,062 | $807K |
| L.M. Kohn & Company | 0.22% | Add +1.6% | 2,052 | $802K |
| Strategies Wealth Advisors, LLC | 0.12% | Add +1.0% | 2,038 | $797K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.1% | 2,030 | $794K |
| Cim, LLC | 0.12% | No change | 1,940 | $792K |
| Financial Futures Ltd Liability Co. | 0.49% | No change | 2,015 | $788K |
| Arkos Global Advisors | 0.13% | No change | 2,013 | $787K |
| Drexel Morgan & Co. | 0.17% | No change | 2,000 | $782K |
| Tudor Investment Corporation | 0.01% | Reduce -3.1% | 1,993 | $780K |
| American Investment Services, Inc. | 0.14% | Add +0.4% | 1,983 | $776K |
| SOL Capital Management CO | 0.09% | No change | 1,980 | $774K |
| KG Capital Management | 0.26% | Add +13.8% | 1,954 | $764K |
| Stevard, LLC | 0.66% | Add +5.0% | 1,952 | $763K |
| United Bank | 0.09% | No change | 1,944 | $760K |
| Gsa Capital Partners LLP | 0.05% | Add +49.0% | 1,941 | $759K |
| Quantbot Technologies LP | 0.04% | New | 1,935 | $757K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Add +0.1% | 1,934 | $756K |
| White Knight Strategic Wealth Advisors, LLC | 0.75% | New | 1,915 | $749K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -7.9% | 1,913 | $748K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,912 | $748K |
| 180 Wealth Advisors, LLC | 0.12% | No change | 1,876 | $746K |
| Farmers National Bank | 0.22% | Add +24.9% | 1,869 | $731K |
| Empower Advisory Group, LLC | 0.00% | Add +25.6% | 1,855 | $726K |
| Earned Wealth Advisors, LLC | 0.27% | Add +5.8% | 1,847 | $723K |
| Howard Wealth Management, LLC | 0.57% | Add +0.4% | 1,845 | $722K |
| Sterling Investment Counsel, LLC | 0.28% | No change | 1,845 | $722K |
| Total Investment Management Inc. | 0.09% | Reduce -99.0% | 1,844 | $721K |
| Key Client Fiduciary Advisors, LLC | 0.36% | No change | 1,843 | $721K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +4.6% | 1,803 | $705K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -1.2% | 1,797 | $703K |
| Sax Wealth Advisors, LLC | 0.07% | Add +0.1% | 1,795 | $702K |
| OneDigital Investment Advisors LLC | 0.01% | Add +60.8% | 1,783 | $698K |
| Hobbs Group Advisors, LLC | 0.26% | — | 1,780 | $696K |
| DGS Capital Management, LLC | 0.19% | Add +5.4% | 1,770 | $692K |
| Fagan Associates, Inc. | 0.12% | Reduce -4.6% | 1,766 | $691K |
| First Hawaiian Bank | 0.02% | No change | 1,762 | $689K |
| Compass Wealth Management LLC | 0.17% | Reduce -2.8% | 1,754 | $686K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -4.1% | 1,752 | $685K |
| ICA Group Wealth Management, LLC | 0.41% | No change | 1,744 | $682K |
| Duncan Williams Asset Management, LLC | 0.57% | Add +0.1% | 1,739 | $680K |
| OMNI 360 Wealth, Inc. | 0.51% | Reduce -6.5% | 1,732 | $677K |
| SpiderRock Advisors, LLC | 0.02% | Add +74.8% | 1,724 | $674K |
| Denver Wealth Management, Inc. | 0.34% | Reduce -5.3% | 1,718 | $672K |
| Global Financial Private Client, LLC | 0.28% | No change | 1,698 | $664K |
| Merit Financial Group, LLC | 0.01% | Reduce -6.5% | 1,696 | $663K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +32.1% | 1,686 | $661K |
| Fogel Capital Management, Inc. | 0.35% | No change | 1,688 | $660K |
| Holderness Investments Co. | 0.16% | Add +3.1% | 1,687 | $660K |
| First National Bank Sioux Falls | 0.34% | No change | 1,681 | $657K |
| Eldridge Investment Advisors, Inc. | 0.17% | Add +1.5% | 1,680 | $657K |
| Meritage Portfolio Management | 0.04% | No change | 1,681 | $657K |
| Capital Advisors Inc. | 0.01% | No change | 1,673 | $654K |
| Burns J W & Co. Inc. | 0.09% | Reduce -1.0% | 1,664 | $651K |
| Aviance Capital Partners, LLC | 0.09% | New | 1,649 | $645K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,638 | $641K |
| Carnegie Investment Counsel | 0.02% | Add +0.1% | 1,633 | $639K |
| Consolidated Capital Management, LLC | 0.30% | Reduce -2.4% | 1,619 | $633K |
| D L Carlson Investment Group Inc. | 0.12% | Add +0.2% | 1,608 | $629K |
| Sage Capital Advisors,llc | 0.18% | Add +0.4% | 1,607 | $629K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -16.4% | 1,604 | $627K |
| Bensler, LLC | 0.08% | Add +0.2% | 1,603 | $627K |
| M3 Advisory Group, LLC | 0.51% | Add +85.3% | 1,597 | $624K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +52.2% | 1,595 | $624K |
| Per Stirling Capital Management, LLC. | 0.10% | Add +0.1% | 1,580 | $618K |
| Traction Financial Partners, LLC | 0.45% | Reduce -7.0% | 1,516 | $615K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.4% | 1,569 | $614K |
| Trust Co. of Vermont | 0.03% | Reduce -1.0% | 1,566 | $613K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.2% | 1,502 | $612K |
| WMS Partners, LLC | 0.04% | No change | 1,557 | $609K |
| Revisor Wealth Management LLC | 0.42% | Reduce -21.9% | 1,551 | $606K |
| Summit X, LLC | 0.14% | Add +3.6% | 1,546 | $606K |
| Gables Capital Management Inc. | 0.31% | Add +25.8% | 1,536 | $601K |
| SkyOak Wealth, LLC | 0.14% | Add +0.2% | 1,533 | $599K |
| Enzi Wealth | 0.26% | Reduce -4.4% | 1,521 | $599K |
| Prudential PLC | 0.00% | Reduce -59.5% | 1,530 | $598K |
| Destination Wealth Management | 0.02% | Add +2.2% | 1,527 | $597K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $596K |
| Fidelity D & D Bancorp Inc. | 0.45% | No change | 1,521 | $595K |
| First Financial Corp. | 0.30% | No change | 1,521 | $595K |
| Arcadia Wealth Management, LLC | 0.34% | Add +0.4% | 1,520 | $595K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -1.1% | 1,510 | $592K |
| Franklin Resources Inc. | 0.00% | Add +86.1% | 1,513 | $592K |
| Foguth Wealth Management, LLC. | 0.26% | Reduce -0.9% | 1,509 | $590K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -21.0% | 1,505 | $589K |
| JDM Financial Group LLC | 0.40% | Reduce -15.1% | 1,504 | $588K |
| Chelsea Counsel Co. | 0.29% | No change | 1,500 | $588K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $587K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | No change | 1,502 | $587K |
| Primoris Wealth Advisors, LLC | 0.47% | New | 1,500 | $587K |
| McAdam, LLC | 0.04% | Reduce -0.2% | 1,500 | $587K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +82.9% | 1,467 | $574K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.18% | New | 1,460 | $572K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 1,462 | $572K |
| Principal Securities, Inc. | 0.02% | Reduce -6.5% | 1,451 | $568K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.33% | No change | 1,445 | $565K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -67.6% | 1,426 | $560K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.8% | 1,432 | $560K |
| Etfidea, LLC | 0.19% | Reduce -4.4% | 1,423 | $557K |
| Donald L. Hagan, LLC | 0.29% | No change | 1,407 | $550K |
| Financial Guidance Group, Inc. | 0.34% | No change | 1,406 | $550K |
| Vishria Bird Financial Group, LLC | 0.23% | No change | 1,401 | $548K |
| Redwood Financial Network Corp | 0.46% | Reduce -3.5% | 1,389 | $543K |
| Howard Capital Management, LLC | 0.05% | Add +9.3% | 1,387 | $542K |
| Chesley Taft & Associates LLC | 0.03% | No change | 1,386 | $542K |
| Founders Capital Management | 0.35% | Reduce -0.3% | 1,378 | $539K |
| Bordeaux Wealth Advisors LLC | 0.10% | No change | 1,375 | $538K |
| Powers Advisory Group, LLC | 0.29% | No change | 1,371 | $536K |
| Traphagen Investment Advisors LLC | 0.06% | No change | 1,368 | $535K |
| Orrstown Financial Services Inc. | 0.28% | No change | 1,358 | $531K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,352 | $529K |
| High Net Worth Advisory Group LLC | 0.16% | Add +1.6% | 1,347 | $527K |
| Geneos Wealth Management Inc. | 0.02% | No change | 1,346 | $526K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $523K |
| Narus Financial Partners, LLC | 0.21% | Reduce -1.5% | 1,335 | $522K |
| Pettyjohn, Wood & White, Inc. | 0.10% | New | 1,335 | $522K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -0.4% | 1,332 | $522K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +0.1% | 1,277 | $522K |
| Cassaday & Co Wealth Management LLC | 0.02% | New | 1,330 | $520K |
| Wedmont Private Capital | 0.03% | No change | 1,291 | $517K |
| Weaver Consulting Group | 0.18% | Add +3.3% | 1,321 | $517K |
| Nottingham Advisors, Inc. | 0.06% | No change | 1,321 | $517K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 1,313 | $514K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.3% | 1,309 | $512K |
| Acas, LLC | 0.45% | No change | 1,253 | $512K |
| Hoxton Planning & Management, LLC | 0.24% | No change | 1,300 | $508K |
| Wealthspire Retirement, LLC | 0.04% | No change | 1,294 | $506K |
| Wealthspan Partners, LLC | 0.28% | Reduce -1.4% | 1,292 | $505K |
| Bluesphere Advisors LLC | 0.26% | No change | 1,290 | $505K |
| 9258 Wealth Management, LLC | 0.08% | No change | 1,288 | $504K |
| Diversified, LLC | 0.06% | Add +0.2% | 1,285 | $503K |
| Peak Asset Management, LLC | 0.10% | Reduce -4.2% | 1,284 | $502K |
| LaSalle St. Investment Advisors, LLC | 0.25% | Reduce -4.8% | 1,277 | $500K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -2.3% | 1,254 | $491K |
| Global Trust Asset Management, LLC | 0.20% | Add +24.9% | 1,253 | $490K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +3.5% | 1,253 | $490K |
| Southland Equity Partners LLC | 0.14% | Reduce -0.1% | 1,252 | $490K |
| LJI Wealth Management, LLC | 0.11% | New | 1,250 | $489K |
| Financial Counselors Inc. | 0.01% | Add +3.8% | 1,247 | $488K |
| Tidal Investments LLC | 0.01% | Reduce -49.4% | 1,245 | $487K |
| Court Place Advisors, LLC | 0.15% | Reduce -10.8% | 1,244 | $487K |
| BIP Wealth, LLC | 0.04% | Reduce -2.1% | 1,243 | $486K |
| Burney Co./ | 0.02% | Reduce -12.4% | 1,240 | $485K |
| Lion Street Advisors, LLC | 0.18% | New | 1,239 | $484K |
| Howe & Rusling Inc. | 0.04% | Reduce -31.6% | 1,227 | $480K |
| TNF LLC | 0.18% | Add +0.2% | 1,200 | $479K |
| Bedell Frazier Investment Counselling, LLC | 0.12% | Reduce -5.7% | 1,223 | $478K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $473K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,201 | $470K |
| Private Capital Management, LLC | 0.06% | No change | 1,200 | $469K |
| Lindbrook Capital, LLC | 0.04% | No change | 1,199 | $469K |
| Fortitude Advisory Group L.L.C. | 0.28% | Reduce -0.3% | 1,196 | $468K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 1,184 | $463K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $462K |
| Schrum Private Wealth Management LLC | 0.42% | Add +0.2% | 1,179 | $461K |
| Grassi Investment Management | 0.04% | Reduce -8.1% | 1,175 | $460K |
| Annapolis Financial Services, LLC | 0.15% | Reduce -4.2% | 1,173 | $459K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 1,172 | $459K |
| Plancorp, LLC | 0.02% | Add +0.3% | 1,170 | $458K |
| Modern Wealth Management, LLC | 0.03% | Reduce -99.3% | 1,167 | $456K |
| Executive Wealth Management, LLC | 0.08% | Reduce -0.8% | 1,165 | $456K |
| CPC Advisors, LLC | 0.07% | Reduce -6.9% | 1,162 | $455K |
| Pinnacle Wealth Management Group, Inc. | 0.31% | Add +3.3% | 1,161 | $454K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.12% | No change | 1,147 | $450K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.8% | 1,145 | $448K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $446K |
| Bayesian Capital Management, LP | 0.05% | New | 1,139 | $445K |
| Olistico Wealth, LLC | 0.28% | Add +0.2% | 1,139 | $445K |
| Athena Investment Management | 0.27% | No change | 1,133 | $443K |
| LWM Advisory Services, LLC | 0.37% | No change | 1,131 | $442K |
| Soundwatch Capital LLC | 2.42% | No change | 1,126 | $440K |
| NCP Inc. | 0.28% | Add +5.3% | 1,121 | $438K |
| National Philanthropic Trust | 0.01% | Add +78.9% | 1,118 | $437K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +42.3% | 1,110 | $434K |
| Paradigm, Strategies in Wealth Management, LLC | 0.27% | No change | 1,108 | $433K |
| Mattern Wealth Management LLC | 0.10% | Reduce -31.2% | 1,105 | $432K |
| Choate Investment Advisors | 0.01% | Reduce -23.6% | 1,101 | $431K |
| Opinicus Capital, Inc. | 0.36% | Reduce -2.7% | 1,101 | $430K |
| HCR Wealth Advisors | 0.06% | No change | 1,087 | $425K |
| Warner Financial, Inc. | 0.20% | Add +7.3% | 1,073 | $420K |
| Saxon Interests, Inc. | 0.20% | Reduce -5.5% | 1,069 | $418K |
| Debussy Capital Management LP | 0.12% | No change | 1,065 | $417K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -68.0% | 1,064 | $416K |
| Crewe Advisors LLC | 0.05% | No change | 1,061 | $415K |
| Capital CS Group, LLC | 0.48% | Add +2.4% | 1,060 | $415K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -0.5% | 1,055 | $413K |
| Aaron Wealth Advisors LLC | 0.06% | No change | 1,052 | $411K |
| Fisher Asset Management | 0.00% | Reduce -8.5% | 1,046 | $409K |
| Ridgecrest Wealth Partners, LLC | 0.24% | No change | 1,040 | $407K |
| Agf Management Ltd. | 0.00% | Reduce -2.8% | 1,035 | $405K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,027 | $402K |
| BNC Wealth Management, LLC | 0.15% | Reduce -9.0% | 1,025 | $401K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $400K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $399K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +13.2% | 1,019 | $399K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -16.4% | 1,017 | $398K |
| Claro Advisors Inc. | 0.06% | Reduce -0.6% | 1,014 | $397K |
| Element Wealth, LLC | 0.22% | Reduce -3.2% | 1,008 | $394K |
| Successful Portfolios LLC | 0.27% | No change | 1,000 | $391K |
| Ipswich Investment Management Co., Inc. | 0.09% | No change | 1,000 | $391K |
| Investment Partners Asset Management, Inc. | 0.35% | Reduce -2.5% | 997 | $390K |
| WPWealth LLP | 0.09% | No change | 996 | $390K |
| IPG Investment Advisors LLC | 0.08% | Reduce -90.6% | 986 | $387K |
| Aprio Wealth Management, LLC | 0.07% | No change | 987 | $386K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 986 | $386K |
| Rosenblum Silverman Sutton S F Inc. | 0.10% | Reduce -3.0% | 984 | $385K |
| Diversify Wealth Management, LLC | 0.05% | — | 995 | $385K |
| One Capital Management, LLC | 0.01% | New | 977 | $382K |
| Red Door Wealth Management, LLC | 0.07% | Add +0.2% | 974 | $381K |
| Houlihan Financial Resource Group, Ltd. | 0.26% | New | 973 | $381K |
| PFG Advisors | 0.03% | Reduce -0.7% | 970 | $379K |
| Am Investment Strategies LLC | 0.09% | No change | 960 | $376K |
| Sierra Capital LLC | 0.05% | No change | 955 | $374K |
| Vigilare Wealth Management | 0.16% | Add +0.1% | 947 | $371K |
| Eagle Strategies LLC | 0.07% | Reduce -84.8% | 945 | $370K |
| Pacific Sun Financial Corp | 0.22% | No change | 945 | $370K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 942 | $369K |
| CGN Advisors LLC | 0.04% | No change | 944 | $369K |
| Vista Investment Partners LLC | 0.12% | Add +0.2% | 944 | $369K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Add +6.2% | 938 | $367K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +9.7% | 937 | $366K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 935 | $366K |
| Sound Income Strategies, LLC | 0.03% | Add +84.5% | 932 | $365K |
| Unionview, LLC | 0.30% | Add +0.4% | 930 | $364K |
| Kellett Wealth Advisors, LLC | 0.29% | Reduce -9.8% | 929 | $363K |
| Collaborative Wealth Managment Inc. | 0.18% | Reduce -1.1% | 927 | $363K |
| W Advisors, LLC | 0.24% | No change | 925 | $362K |
| First Trust Direct Indexing L.P. | 0.02% | New | 918 | $359K |
| WNY Asset Management, LLC | 0.05% | Add +0.4% | 917 | $359K |
| Avalon Capital Management | 0.11% | New | 917 | $359K |
| Winthrop Advisory Group LLC | 0.05% | No change | 897 | $358K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -16.5% | 912 | $357K |
| Welch & Forbes LLC | 0.00% | No change | 911 | $356K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +0.1% | 911 | $356K |
| AllSquare Wealth Management LLC | 0.21% | Reduce -3.2% | 906 | $354K |
| Fortis Capital Advisors, LLC | 0.13% | Add +75.0% | 905 | $354K |
| Belpointe Asset Management LLC | 0.02% | Reduce -90.7% | 905 | $354K |
| PGIM Custom Harvest LLC | 0.01% | Add +2.7% | 905 | $354K |
| Central Bank & Trust Co. | 0.05% | New | 902 | $353K |
| Keeley-Teton Advisors, LLC | 0.05% | No change | 900 | $352K |
| Highline Wealth Partners LLC | 0.13% | Add +94.4% | 898 | $351K |
| Mather Group, Llc. | 0.00% | Reduce -1.4% | 881 | $350K |
| Seaview Investment Managers LLC | 0.11% | Reduce -0.7% | 893 | $349K |
| Hutchinson Capital Management | 0.07% | Reduce -4.2% | 892 | $349K |
| Patten & Patten Inc. | 0.02% | No change | 891 | $348K |
| Meridian Management Co. | 0.10% | No change | 890 | $348K |
| WealthShield Partners, LLC | 0.05% | No change | 888 | $348K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 887 | $347K |
| MIdWestOne Financial Group, Inc. | 0.06% | No change | 886 | $347K |
| AdvisorNet Financial, Inc | 0.03% | No change | 886 | $347K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 881 | $345K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $344K |
| Kozak & Associates, Inc. | 0.08% | Reduce -0.1% | 872 | $343K |
| Keebeck Wealth Management | 0.05% | Add +1.3% | 871 | $341K |
| Oxinas Partners, LLC | 0.23% | Add +1.3% | 872 | $341K |
| Fort Pitt Capital Group, LLC | 0.01% | No change | 872 | $341K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.3% | 868 | $340K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.1% | 863 | $338K |
| Evermay Wealth Management LLC | 0.05% | No change | 861 | $337K |
| Sandy Spring Bank | 0.01% | Reduce -61.4% | 858 | $335K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Reduce -1.6% | 857 | $335K |
| Granite FO LLC | 0.21% | No change | 855 | $334K |
| Diversified Trust Co. | 0.01% | No change | 854 | $334K |
| Hoylecohen, LLC | 0.03% | No change | 853 | $334K |
| Francis Financial, Inc. | 0.10% | No change | 851 | $333K |
| Clare Market Investments LLC | 0.09% | Add +0.3% | 849 | $332K |
| Monterey Private Wealth, Inc. | 0.12% | Add +0.2% | 849 | $332K |
| Monument Capital Management | 0.10% | Reduce -37.2% | 845 | $331K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +16.1% | 842 | $330K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 840 | $329K |
| Fiduciary Financial Group, LLC | 0.08% | — | 800 | $328K |
| Apella Capital, LLC | 0.01% | No change | 833 | $327K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -14.4% | 835 | $327K |
| KFG Wealth Management, LLC | 0.13% | No change | 834 | $326K |
| Cooper Financial Group | 0.05% | Add +5.2% | 834 | $326K |
| Pacific Center for Financial Services | 0.09% | Add +0.1% | 833 | $326K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.8% | 830 | $325K |
| BlackDiamond Wealth Management, LLC | 0.21% | Add +5.4% | 822 | $324K |
| Parsons Capital Management Inc. | 0.02% | Reduce -3.8% | 828 | $324K |
| Independent Advisor Alliance | 0.01% | Add +21.0% | 823 | $322K |
| Diversified Portfolios, Inc. | 0.04% | No change | 815 | $319K |
| Tandem Capital Management Corp. | 0.17% | No change | 805 | $317K |
| Prio Wealth Limited Partnership | 0.01% | No change | 810 | $317K |
| Q3 Asset Management | 0.07% | Add +7.5% | 808 | $316K |
| Smithfield Trust Co | 0.02% | No change | 805 | $315K |
| Prosperity Planning, Inc. | 0.11% | Add +1.3% | 805 | $315K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $314K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 798 | $313K |
| Chemistry Wealth Management LLC | 0.08% | Reduce -10.7% | 798 | $312K |
| Main Street Research LLC | 0.02% | Add +10.6% | 796 | $312K |
| Ranch Capital Advisors Inc. | 0.16% | No change | 795 | $311K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -5.4% | 793 | $311K |
| Cornerstone Advisory, LLC | 0.04% | No change | 780 | $305K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -6.1% | 780 | $305K |
| Smith Thornton Advisors LLC | 0.22% | — | 779 | $305K |
| Forum Financial Management, LP | 0.01% | Reduce -56.8% | 778 | $304K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $303K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 775 | $303K |
| Continuum Advisory, LLC | 0.04% | Reduce -30.6% | 774 | $303K |
| Aldebaran Financial Inc. | 0.40% | Add +1.1% | 772 | $302K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +739.1% | 772 | $302K |
| Valmark Advisers, Inc. | 0.01% | Add +0.9% | 769 | $301K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | No change | 769 | $301K |
| Albion Financial Group | 0.02% | No change | 769 | $301K |
| Old National Bancorp | 0.01% | Reduce -13.7% | 768 | $300K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -3.8% | 766 | $300K |
| Parisi Gray Wealth Management | 0.11% | Reduce -2.3% | 767 | $300K |
| Stephen J. Garry & Associates, LLC | 0.30% | No change | 763 | $298K |
| Townsend Asset Management Corp. /NC/ | 0.12% | New | 762 | $298K |
| Aspire Capital Advisors LLC | 0.10% | Add +0.4% | 761 | $298K |
| Wealthcare Capital Management LLC | 0.03% | No change | 759 | $297K |
| Aspiriant, LLC | 0.01% | No change | 758 | $296K |
| Bridges Investment Management Inc. | 0.00% | New | 756 | $296K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 755 | $295K |
| Fortem Financial Group, LLC | 0.13% | New | 754 | $295K |
| Palisade Asset Management, LLC | 0.03% | No change | 750 | $293K |
| Sage Financial Group Inc. | 0.03% | No change | 750 | $293K |
| World Equity Group, Inc. | 0.09% | Add +4.9% | 747 | $292K |
| Evensky & Katz LLC | 0.02% | Add +0.4% | 742 | $290K |
| Pitti Group Wealth Management, LLC | 0.32% | Reduce -2.7% | 769 | $290K |
| Warwick Investment Management, Inc. | 0.07% | Add +0.3% | 741 | $290K |
| Root Financial Partners, LLC | 0.07% | No change | 736 | $288K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +7.0% | 735 | $287K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 721 | $287K |
| Hall Capital Management Co. Inc. | 0.14% | No change | 732 | $286K |
| CenterStar Asset Management, LLC | 0.43% | Reduce -96.0% | 724 | $283K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 720 | $282K |
| Garde Capital, Inc. | 0.02% | Reduce -5.1% | 721 | $282K |
| Bessemer Group Inc. | 0.00% | No change | 720 | $282K |
| First National Bank of Omaha | 0.02% | No change | 717 | $280K |
| Deutsche Bank AG | 0.00% | No change | 717 | $280K |
| High Note Wealth, LLC | 0.09% | No change | 715 | $280K |
| Dohj, LLC | 0.07% | Reduce -94.8% | 712 | $279K |
| Americana Partners, LLC | 0.02% | Reduce -15.3% | 702 | $275K |
| Laffer Tengler Investments, Inc. | 0.07% | New | 700 | $274K |
| Rockbridge Investment Management, LCC | 0.04% | Add +0.1% | 700 | $274K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 694 | $272K |
| Appleton Partners Inc. | 0.02% | Reduce -2.1% | 694 | $271K |
| PCG Wealth Advisors, LLC | 0.12% | Reduce -6.4% | 692 | $271K |
| ShankerValleau Wealth Advisors, Inc. | 0.12% | No change | 690 | $270K |
| Argent Trust Co | 0.01% | No change | 687 | $269K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 685 | $268K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -2.7% | 684 | $268K |
| Ascentis Independent Advisors | 0.06% | — | 681 | $266K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 653 | $266K |
| John W. Brooker & Co., CPAs | 0.13% | Reduce -18.6% | 677 | $265K |
| Ellerson Group Inc. | 0.20% | Reduce -8.8% | 675 | $264K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 675 | $264K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 674 | $264K |
| Neumann Capital Management, LLC | 0.09% | No change | 672 | $263K |
| Callan Capital, LLC | 0.02% | Reduce -44.4% | 670 | $262K |
| Heritage Wealth Advisors | 0.01% | Reduce -1.2% | 666 | $260K |
| Avestar Capital, LLC | 0.03% | New | 665 | $260K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 663 | $259K |
| &partners | 0.01% | New | 662 | $259K |
| Focused Wealth Management, Inc | 0.04% | Reduce -11.9% | 661 | $258K |
| O'ROURKE & COMPANY, Inc | 0.14% | Add +0.1% | 657 | $257K |
| Aviso Wealth Management | 0.15% | New | 650 | $254K |
| Marshall Financial Group, LLC | 0.07% | No change | 650 | $254K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $254K |
| Councilmark Asset Management, LLC | 0.18% | No change | 650 | $254K |
| Levy Wealth Management Group, LLC | 0.06% | No change | 642 | $251K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -96.8% | 641 | $251K |
| Marshall Wace, LLP | 0.00% | New | 639 | $250K |
| Marmo Financial Group, LLC | 0.15% | No change | 633 | $248K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -39.3% | 632 | $247K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -2.3% | 626 | $246K |
| Dunhill Financial, LLC | 0.15% | No change | 627 | $245K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 626 | $245K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 619 | $242K |
| Everhart Financial Group, Inc. | 0.06% | No change | 618 | $242K |
| Black Diamond Financial, LLC | 0.05% | Reduce -0.3% | 618 | $242K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -4.7% | 614 | $240K |
| Mystic Asset Management, Inc. | 0.10% | Add +7.2% | 612 | $239K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 610 | $239K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $238K |
| Front Row Advisors LLC | 0.08% | No change | 605 | $237K |
| North Star Investment Management Corp. | 0.02% | No change | 605 | $237K |
| Accel Wealth Management | 0.09% | Reduce -2.9% | 605 | $237K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 604 | $236K |
| Tidemark, LLC | 0.11% | Reduce -1.6% | 604 | $236K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.5% | 600 | $235K |
| Powell Investment Advisors, LLC | 0.12% | No change | 600 | $235K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $235K |
| Liberty Wealth Management LLC | 0.04% | Reduce -3.4% | 602 | $235K |
| Heritage Wealth Management, LLC | 0.13% | No change | 600 | $235K |
| Heritage Family Offices, LLP | 0.13% | — | 600 | $235K |
| GenTrust, LLC | 0.01% | No change | 598 | $234K |
| Whitcomb & Hess, Inc. | 0.07% | No change | 597 | $233K |
| PDS Planning, Inc | 0.02% | No change | 596 | $233K |
| Delta Financial Group, Inc. | 0.10% | Add +4.8% | 595 | $233K |
| Harbor Group, Inc. | 0.06% | No change | 595 | $233K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $231K |
| Spirepoint Private Client, LLC | 0.03% | No change | 590 | $231K |
| Slagle Financial, LLC | 0.12% | Add +7.9% | 588 | $230K |
| Elite Life Management LLC | 0.89% | No change | 588 | $230K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 585 | $229K |
| Richard P Slaughter Associates Inc | 0.05% | Add +0.2% | 585 | $229K |
| Atlantic Private Wealth, LLC | 0.18% | Add +0.3% | 578 | $226K |
| Meridian Financial Advisors, LLC | 0.16% | Reduce -3.5% | 575 | $225K |
| Gibson Capital, LLC | 0.05% | No change | 575 | $225K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 575 | $225K |
| Garden State Investment Advisory Services LLC | 0.08% | Add +0.2% | 571 | $225K |
| Clark Asset Management, LLC | 0.06% | New | 569 | $222K |
| Institutional & Family Asset Management, LLC | 0.03% | Reduce -3.7% | 569 | $222K |
| Realta Investment Advisors | 0.04% | Add +0.2% | 568 | $222K |
| First United Bank & Trust | 0.08% | Reduce -3.4% | 566 | $221K |
| Sfmg, LLC | 0.02% | No change | 566 | $221K |
| OneAscent Financial Services LLC | 0.03% | Add +0.2% | 564 | $221K |
| M Holdings Securities, Inc. | 0.03% | New | 566 | $221K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $221K |
| Blue Fin Capital, Inc. | 0.04% | Reduce -4.6% | 565 | $221K |
| Elser Financial Planning, Inc | 0.04% | — | 565 | $221K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -4.2% | 564 | $221K |
| Maltin Wealth Management, Inc. | 0.12% | No change | 564 | $220K |
| Y.D. More Investments Ltd | 0.02% | No change | 562 | $220K |
| Adamsbrown Wealth Consultants LLC | 0.08% | No change | 557 | $218K |
| Partners in Financial Planning | 0.05% | Add +0.4% | 556 | $218K |
| Silver Oak Securities, Incorporated | 0.03% | Add +74.3% | 556 | $217K |
| Inspire Advisors, LLC | 0.03% | No change | 553 | $216K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $216K |
| BlackRock Inc. | 0.00% | Add +22.7% | 552 | $216K |
| Polymer Capital Management (HK) LTD | 0.04% | New | 550 | $215K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 550 | $215K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $215K |
| Hayek Kallen Investment Management | 0.08% | New | 549 | $215K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $215K |
| Integrity Wealth Solutions LLC | 0.14% | Reduce -1.6% | 548 | $215K |
| Principle Wealth Partners LLC | 0.02% | Add +6.9% | 540 | $211K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 538 | $210K |
| Sandy Cove Advisors, LLC | 0.09% | Add +0.2% | 536 | $210K |
| NRI Wealth Management LC | 0.16% | Reduce -7.6% | 536 | $210K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.04% | No change | 535 | $209K |
| Boyd Watterson Asset Management LLC | 0.06% | No change | 533 | $208K |
| Aire Advisors, LLC | 0.05% | Add +0.6% | 530 | $207K |
| Cottage Street Advisors LLC | 0.12% | Add +0.4% | 530 | $207K |
| CIC Wealth, LLC | 0.06% | Reduce -21.1% | 530 | $207K |
| Accredited Investors Inc. | 0.01% | No change | 528 | $207K |
| Rockland Trust Co. | 0.01% | No change | 525 | $205K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -0.8% | 521 | $205K |
| Baugh & Associates, LLC | 0.11% | Reduce -26.1% | 384 | $204K |
| Vima LLC | 0.45% | Add +11.1% | 520 | $203K |
| MTM Investment Management, LLC | 0.08% | No change | 519 | $203K |
| Innova Wealth Partners | 0.14% | New | 514 | $201K |
| Bright Futures Wealth Management, LLC. | 0.11% | New | 505 | $200K |
| POM Investment Strategies, LLC | 0.16% | Reduce -96.8% | 509 | $199K |
| LFA - Lugano Financial Advisors SA | 0.15% | No change | 500 | $196K |
| IFS Advisors, LLC | 0.16% | No change | 491 | $192K |
| Blue Trust, Inc. | 0.00% | No change | 482 | $192K |
| Center for Financial Planning, Inc. | 0.03% | No change | 473 | $185K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 465 | $182K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | Reduce -51.1% | 465 | $182K |
| Elevation Wealth Partners, LLC | 0.09% | Add +111.9% | 462 | $181K |
| HM Payson & Co. | 0.00% | No change | 440 | $172K |
| Wellington Shields & Co., LLC | 0.06% | New | 432 | $169K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $165K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 417 | $163K |
| Fortitude Family Office, LLC | 0.09% | Add +0.5% | 412 | $161K |
| Tyler-Stone Wealth Management | 0.07% | No change | 410 | $160K |
| Coppell Advisory Solutions LLC | 0.03% | — | 395 | $155K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.5% | 394 | $154K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.5% | 391 | $153K |
| Oakworth Capital, Inc. | 0.01% | No change | 390 | $153K |
| Rogco, LP | 0.06% | No change | 387 | $151K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 386 | $151K |
| Winch Advisory Services, LLC | 0.04% | No change | 385 | $151K |
| 1832 Asset Management L.P. | 0.00% | No change | 375 | $147K |
| Arax Advisory Partners | 0.01% | Add +0.3% | 372 | $146K |
| Key Financial Inc | 0.03% | Add +122.7% | 363 | $142K |
| Bangor Savings Bank | 0.01% | Add +64.3% | 345 | $135K |
| Mark Sheptoff Financial Planning, LLC | 0.07% | No change | 340 | $133K |
| Trust Co | 0.02% | No change | 337 | $132K |
| Private Ocean, LLC | 0.01% | New | 332 | $130K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 322 | $126K |
| CarsonAllaria Wealth Management, Ltd. | 0.07% | New | 311 | $122K |
| Pineridge Advisors LLC | 0.04% | New | 304 | $119K |
| Creative Financial Designs Inc. | 0.01% | Reduce -14.8% | 304 | $119K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $118K |
| Sittner & Nelson, LLC | 0.06% | No change | 300 | $117K |
| Financial Management Professionals, Inc. | 0.02% | No change | 300 | $117K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 285 | $111K |
| Cultivar Capital, Inc. | 0.09% | New | 279 | $109K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -16.8% | 272 | $106K |
| Aspect Partners, LLC | 0.06% | Add +0.4% | 271 | $106K |
| Union Savings Bank | 0.06% | No change | 270 | $106K |
| Rakuten Securities, Inc. | 0.04% | Add +155.8% | 266 | $104K |
| Westside Investment Management, Inc. | 0.02% | No change | 265 | $104K |
| GeoWealth Management, LLC | 0.00% | Reduce -3.4% | 260 | $102K |
| Bogart Wealth, LLC | 0.01% | Add +0.4% | 252 | $98K |
| Abound Wealth Management | 0.04% | Reduce -14.0% | 251 | $98K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 250 | $98K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $98K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 250 | $98K |
| Christopher J. Hasenberg, Inc | 0.04% | Reduce -7.1% | 249 | $97K |
| Davis Capital Management | 0.08% | No change | 246 | $96K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 234 | $92K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $90K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $86K |
| Capital Analysts, LLC | 0.00% | No change | 220 | $86K |
| Russell Investments Group, Ltd. | 0.00% | Add +47.9% | 207 | $81K |
| Tsfg, LLC | 0.02% | Add +1950.0% | 205 | $80K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -13.6% | 203 | $79K |
| Loomis Sayles & Co. L P | 0.00% | New | 201 | $79K |
| EdgeRock Capital LLC | 0.06% | New | 200 | $78K |
| City Holding Co. | 0.01% | No change | 200 | $78K |
| Janiczek Wealth Management, LLC | 0.02% | New | 196 | $77K |
| Fairscale Capital, LLC | 0.06% | — | 172 | $70K |
| Toth Financial Advisory Corp. | 0.01% | Add +15.3% | 173 | $68K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 162 | $63K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.6% | 159 | $62K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $61K |
| Stephens Consulting, LLC | 0.02% | Reduce -52.9% | 154 | $60K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 154 | $60K |
| Riverview Trust Co | 0.06% | New | 148 | $58K |
| Horizon Financial Services, LLC | 0.04% | No change | 148 | $58K |
| Assetmark, Inc. | 0.00% | Add +68.2% | 148 | $58K |
| St Germain D J Co. Inc. | 0.00% | Reduce -27.5% | 140 | $55K |
| Concord Wealth Partners | 0.01% | Add +0.7% | 140 | $55K |
| Archer Investment Corp | 0.02% | Reduce -17.2% | 135 | $53K |
| Grove Bank & Trust | 0.01% | No change | 135 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 134 | $52K |
| Security National Bank | 0.01% | No change | 130 | $51K |
| Avior Wealth Management, LLC | 0.00% | Reduce -12.2% | 130 | $51K |
| Tucker Asset Management LLC | 0.01% | Reduce -54.0% | 125 | $49K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $49K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $49K |
| Cordant, Inc. | 0.03% | No change | 120 | $47K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -79.4% | 106 | $46K |
| Aspire Private Capital, LLC | 0.01% | No change | 117 | $46K |
| Chris Bulman Inc | 0.03% | — | 114 | $45K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $42K |
| Partnership Wealth Management, LLC | 0.03% | No change | 104 | $41K |
| Cypress Capital, LLC | 0.01% | New | 104 | $41K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $40K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $40K |
| Semmax Financial Advisors Inc. | 0.01% | Add +1880.0% | 99 | $40K |
| ORG Partners LLC | 0.00% | New | 100 | $39K |
| RFP Financial Group LLC | 0.01% | Reduce -37.5% | 100 | $39K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Reduce -34.2% | 98 | $38K |
| HHM Wealth Advisors, LLC | 0.01% | New | 91 | $36K |
| Wellington Shields Capital Management, LLC | 0.01% | New | 90 | $35K |
| Lynx Investment Advisory | 0.02% | — | 84 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +110.0% | 84 | $33K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $31K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 74 | $29K |
| Ridgewood Investments LLC | 0.01% | New | 65 | $26K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 65 | $25K |
| Coston, McIsaac & Partners | 0.01% | No change | 64 | $25K |
| LRI Investments, LLC | 0.00% | No change | 63 | $25K |
| Hilltop National Bank | 0.01% | No change | 60 | $23K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 57 | $22K |
| Arlington Trust Co LLC | 0.01% | New | 57 | $22K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $22K |
| Gradient Investments LLC | 0.00% | Add +10.0% | 55 | $22K |
| Versant Capital Management, Inc | 0.01% | No change | 53 | $21K |
| Sachetta, LLC | 0.01% | No change | 50 | $20K |
| Cetera Trust Company, N.A | 0.01% | No change | 50 | $20K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $20K |
| NewSquare Capital LLC | 0.00% | Reduce -73.4% | 50 | $20K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 49 | $19K |
| Wiser Advisor Group LLC | 0.03% | Add +187.5% | 46 | $18K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $17K |
| Strategic Financial Concepts, LLC | 0.01% | New | 173,526 | $17K |
| VitalStone Financial, LLC | 0.01% | No change | 39 | $15K |
| First Personal Financial Services | 0.00% | No change | 39 | $15K |
| Triad Wealth Partners, LLC | 0.01% | New | 37 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 36 | $14K |
| UMB Bank, n.a. | 0.00% | Reduce -99.1% | 33 | $13K |
| Halpern Financial, Inc. | 0.00% | New | 31 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Add +520.0% | 31 | $12K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 27 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $10K |
| Eukles Asset Management | 0.00% | No change | 22 | $9K |
| New Millennium Group LLC | 0.00% | New | 16 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | Add +200.0% | 15 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 14 | $5K |
| Investors Research Corp | 0.00% | No change | 12 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 12 | $5K |
| Castleview Partners, LLC | 0.00% | No change | 11 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $4K |
| Dogwood Wealth Management LLC | 0.00% | New | 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% | No change | 9 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 6 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 5 | $2K |
| 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 | $783 |
| Gould Capital, LLC | 0.00% | New | 2 | $782 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $419 |
| Macroview Investment Management LLC | 0.00% | New | 1 | $392 |
| Opal Wealth Advisors, LLC | 0.00% | New | 1 | $392 |
| Naples Money Management LLC | 0.00% | No change | 1 | $391 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $391 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $391 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 1 | $391 |
| Great Lakes Retirement, Inc. | 0.00% | New | 1 | $352 |
"% 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.