SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q3 2024 (September 30)1,185holders +48
92new positions
53sold out
5famous investors
$423.00avg. 13F price*
At the end of Q3 2024, 1,185 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 48 from Q2 2024. 92 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($1.5B), Bank of America Corp. ($1.1B) and Royal Bank of Canada ($868.5M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 (Q3 2024)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $421.0M |
| Exits | 53 | $111.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,861,182 shares bought and 2,768,621 shares sold, net +2,092,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Morgan Stanley | 0.11% | Add +5.5% | 3,436,867 | $1.5B |
| Bank of America Corp. | 0.10% | Add +5.9% | 2,595,891 | $1.1B |
| Royal Bank of Canada | 0.19% | Add +100.5% | 2,052,505 | $868.5M |
| LPL Financial LLC | 0.27% | Add +0.2% | 1,435,157 | $607.2M |
| Wells Fargo & Company | 0.11% | Reduce -7.2% | 1,069,314 | $452.4M |
| UBS Group AG | 0.10% | Add +14.3% | 810,093 | $342.8M |
| Wolverine Trading, LLC | 8.88% | Add +34.5% | 803,874 | $340.0M |
| JPMorgan Chase & Co. | 0.02% | Add +20.2% | 697,200 | $295.0M |
| Jane Street Group, LLC | 0.41% | Add +75.1% | 605,045 | $256.0M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -18.2% | 598,785 | $253.4M |
| Optiver Holding B.V. | 6.42% | Add +293.5% | 596,090 | $252.2M |
| CHURCHILL MANAGEMENT Corp | 2.59% | Add +0.8% | 533,856 | $225.9M |
| BNP Paribas Financial Markets | 0.21% | Add +29.8% | 514,248 | $217.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -19.4% | 494,855 | $209.3M |
| Bank of Montreal | 0.09% | Reduce -2.6% | 433,791 | $183.5M |
| Jump Financial, LLC | 3.43% | Add +1799.8% | 385,741 | $163.2M |
| Citigroup Inc. | 0.13% | Add +288.0% | 339,396 | $143.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.2% | 285,766 | $120.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -2.7% | 283,780 | $120.1M |
| Manufacturers Life Insurance Company, The | 0.10% | New | 267,099 | $113.0M |
| Arkansas Financial Group, Inc. | 16.35% | Add +1.0% | 235,814 | $99.8M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -8.8% | 227,656 | $96.3M |
| Osaic Holdings, Inc. | 0.21% | Add +1.8% | 217,115 | $91.9M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Reduce -0.7% | 217,135 | $91.9M |
| Capital Fund Management S.A. | 1.01% | Add +122.6% | 214,174 | $90.6M |
| Cibc World Market Inc. | 0.19% | Reduce -27.1% | 203,332 | $86.0M |
| Mirae Asset Securities (usa) Inc. | 4.89% | No change | 200,000 | $84.6M |
| Citadel Advisors | 0.09% | Reduce -40.4% | 194,125 | $82.1M |
| Raymond James & Associates | 0.05% | Reduce -1.6% | 189,285 | $80.1M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -4.0% | 185,807 | $78.6M |
| SG Americas Securities, LLC | 0.29% | Reduce -66.5% | 175,950 | $74.4M |
| Quadrature Capital Ltd | 1.68% | New | 174,715 | $73.9M |
| Nissay Asset Management Corp. /Japan | 0.45% | Reduce -49.2% | 168,820 | $71.4M |
| Sanctuary Advisors, LLC | 0.45% | Add +2.4% | 160,714 | $71.2M |
| Cetera Investment Advisers | 0.16% | Add +0.8% | 168,050 | $71.1M |
| Campbell Wealth Management | 6.14% | Add +2.8% | 163,002 | $69.0M |
| Stifel Financial Corp. | 0.07% | Reduce -1.5% | 162,244 | $68.7M |
| Truist Financial Corp. | 0.10% | Reduce -0.7% | 153,703 | $65.0M |
| Chartist Inc. | 32.90% | Reduce -4.0% | 151,402 | $64.1M |
| Berkshire Money Management, Inc. | 7.06% | Reduce -0.3% | 145,693 | $61.6M |
| Private Advisor Group, LLC | 0.36% | Add +1.1% | 136,732 | $58.1M |
| CM Wealth Advisors LLC | 18.56% | Add +24.3% | 135,116 | $57.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +6.7% | 119,990 | $50.8M |
| Atria Investments, Inc | 0.62% | Reduce -0.1% | 117,186 | $49.6M |
| GTS Securities LLC | 0.97% | Add +264.2% | 113,986 | $48.2M |
| AIA Group Ltd | 1.12% | New | 102,755 | $43.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -1.4% | 98,680 | $41.8M |
| Jones Financial Companies LLLP | 0.04% | Add +24.9% | 94,745 | $40.1M |
| Walleye Capital LLC | 0.46% | Add +6.4% | 92,677 | $39.2M |
| Atlas Private Wealth Advisors | 5.42% | Add +30.6% | 88,399 | $37.4M |
| Creative Planning | 0.04% | Add +1.9% | 87,942 | $37.2M |
| Steel Grove Capital Advisors, LLC | 5.02% | No change | 84,568 | $35.8M |
| Beacon Capital Management, LLC | 5.06% | Reduce -2.2% | 84,229 | $35.6M |
| Select Asset Management & Trust | 12.76% | Add +0.7% | 81,847 | $34.6M |
| HighTower Advisors, LLC | 0.05% | Reduce -4.8% | 76,356 | $32.3M |
| Apollon Wealth Management, LLC | 0.89% | Add +12.2% | 74,134 | $31.4M |
| FMR LLC | 0.00% | Add +10.7% | 74,060 | $31.3M |
| Rockefeller Capital Management L.P. | 0.08% | Add +0.5% | 73,156 | $31.0M |
| Cerity Partners LLC | 0.07% | Add +5.3% | 69,643 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.6% | 66,986 | $28.3M |
| Latko Wealth Management, Ltd. | 17.06% | — | 66,488 | $28.1M |
| Mercer Global Advisors Inc. | 0.07% | Add +0.6% | 66,430 | $28.0M |
| Pinnacle Associates Ltd. | 0.47% | Add +19.6% | 73,740 | $27.8M |
| TCP Asset Management, LLC | 6.37% | Add +4.9% | 65,315 | $27.6M |
| Corient Private Wealth LP | 0.04% | Add +1.3% | 64,708 | $27.4M |
| Mariner, LLC | 0.05% | Reduce -4.2% | 64,234 | $27.2M |
| Stephens Inc. | 0.38% | Add +1.3% | 62,586 | $26.5M |
| Barclays PLC | 0.01% | Add +27.7% | 60,887 | $25.8M |
| Walleye Trading LLC | 0.60% | Reduce -42.2% | 59,472 | $25.2M |
| Meitav Investment House Ltd. | 0.42% | Reduce -9.9% | 59,378 | $25.1M |
| Captrust Financial Advisors | 0.07% | Add +1.1% | 58,155 | $24.6M |
| NewEdge Advisors, LLC | 0.16% | Add +9.5% | 57,062 | $24.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 11.03% | Add +1.2% | 56,133 | $23.8M |
| CSM Advisors, LLC | 1.55% | New | 55,987 | $23.7M |
| Qube Research & Technologies Ltd | 0.04% | New | 55,847 | $23.6M |
| MML Investors Services, LLC | 0.09% | Reduce -7.9% | 55,610 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.3% | 55,120 | $23.3M |
| Conservest Capital Advisors, Inc. | 2.38% | No change | 58,454 | $23.3M |
| Creekmur Asset Management LLC | 5.45% | Add +3.5% | 54,762 | $23.2M |
| Heck Capital Advisors, LLC | 2.64% | Reduce -0.1% | 54,101 | $22.9M |
| Bridgewater Advisors Inc. | 2.39% | New | 53,968 | $22.8M |
| Northern Trust Corp. | 0.00% | Add +9.9% | 53,499 | $22.6M |
| Squarepoint Ops LLC | 0.07% | Reduce -39.1% | 53,045 | $22.4M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -4.0% | 50,416 | $21.3M |
| Avantax Advisory Services, Inc. | 0.14% | Add +3.4% | 48,927 | $20.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.71% | No change | 48,431 | $20.6M |
| AMG National Trust Bank | 0.54% | Add +0.0% | 47,295 | $20.0M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +6.7% | 47,194 | $20.0M |
| GenWealth Group, Inc. | 4.48% | Add +1.8% | 46,055 | $19.5M |
| Blair William & Co. | 0.06% | Add +32.6% | 45,545 | $19.3M |
| SteelPeak Wealth, LLC | 0.81% | Add +4.1% | 43,159 | $18.3M |
| Ocean Park Asset Management, LLC | 0.79% | No change | 42,292 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +3.1% | 41,085 | $17.4M |
| Pinnacle Financial Partners Inc | 0.34% | Reduce -0.7% | 39,629 | $16.8M |
| Daiwa Securities Group Inc. | 0.08% | Add +8.4% | 39,614 | $16.8M |
| Susquehanna International Group, LLP | 0.03% | Reduce -39.7% | 38,938 | $16.5M |
| Johnson Bixby & Associates, LLC | 2.46% | Reduce -5.9% | 38,173 | $16.2M |
| U.S. Capital Wealth Advisors, LLC | 0.55% | Add +1103.5% | 36,357 | $15.4M |
| Smithbridge Asset Management Inc. | 2.60% | Add +0.3% | 35,684 | $15.1M |
| Millennium Management | 0.01% | Reduce -95.3% | 35,329 | $14.9M |
| TD Waterhouse Canada Inc. | 0.12% | Add +5.3% | 34,977 | $14.7M |
| Commerce Bank | 0.09% | No change | 34,626 | $14.7M |
| MKT Advisors LLC | 6.83% | Reduce -5.7% | 34,528 | $14.6M |
| Credit Agricole S A | 0.08% | Reduce -8.9% | 34,282 | $14.5M |
| National Bank of Canada | 0.02% | Reduce -0.8% | 33,985 | $14.4M |
| J. Goldman & Co LP | 0.62% | New | 33,852 | $14.3M |
| L & S Advisors Inc | 1.68% | Reduce -0.9% | 33,819 | $14.3M |
| Melone Private Wealth, LLC | 7.60% | Add +4.5% | 33,806 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -8.3% | 32,825 | $13.9M |
| Flow Traders U.S. LLC | 0.69% | New | 32,287 | $13.7M |
| Prospera Financial Services Inc | 0.34% | Reduce -0.0% | 31,579 | $13.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -13.6% | 31,478 | $13.3M |
| All Terrain Financial Advisors, LLC | 5.08% | Reduce -0.6% | 31,371 | $13.3M |
| NSI Retail Advisors, LLC | 1.92% | New | 30,500 | $12.9M |
| IFG Advisory, LLC | 0.82% | Add +6.9% | 30,489 | $12.9M |
| Mechanics Bank Trust Department | 1.67% | Reduce -0.5% | 29,711 | $12.6M |
| Washburn Capital Management, Inc. | 9.00% | Reduce -7.8% | 29,677 | $12.6M |
| Pittenger & Anderson Inc. | 0.47% | Reduce -1.1% | 29,568 | $12.5M |
| Sykon Capital LLC | 4.41% | Add +4.0% | 29,542 | $12.5M |
| Oppenheimer & Co. Inc. | 0.19% | Add +16.7% | 29,354 | $12.4M |
| Amplius Wealth Advisors, LLC | 1.32% | Add +0.8% | 28,510 | $12.1M |
| Benin Management CORP | 3.36% | Add +0.4% | 28,274 | $12.0M |
| Clarity Wealth Advisors, LLC | 3.46% | Add +12.3% | 28,106 | $11.9M |
| Equitable Holdings, Inc. | 0.11% | Add +9.4% | 27,572 | $11.7M |
| Pinnacle Holdings, LLC | 5.01% | Reduce -0.4% | 26,715 | $11.3M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.1% | 26,474 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +29.0% | 26,463 | $11.2M |
| J.W. Cole Advisors, Inc. | 0.47% | Add +27.2% | 26,350 | $11.1M |
| Paloma Partners Management Co | 0.77% | Add +139.9% | 26,087 | $11.0M |
| Twin Tree Management, LP | 0.25% | Reduce -23.1% | 25,760 | $10.9M |
| Worth Asset Management, LLC | 5.91% | New | 25,693 | $10.9M |
| Whittier Trust Co. of Nevada Inc. | 0.28% | Reduce -3.4% | 25,389 | $10.7M |
| Oak Harvest Investment Services | 1.54% | Reduce -4.9% | 25,263 | $10.7M |
| First Heartland Consultants, Inc. | 1.14% | Add +6.3% | 25,162 | $10.6M |
| IFP Advisors, Inc | 0.38% | Reduce -47.3% | 25,107 | $10.6M |
| Toronto Dominion Bank | 0.02% | Reduce -0.3% | 25,019 | $10.6M |
| Sound View Wealth Advisors Group, LLC | 0.86% | Add +11.3% | 24,835 | $10.5M |
| Comerica Bank | 0.04% | Reduce -3.4% | 24,504 | $10.4M |
| M&T Bank Corp | 0.03% | Reduce -1.1% | 24,012 | $10.2M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Reduce -9.0% | 23,870 | $10.1M |
| Stratos Wealth Advisors, LLC | 0.46% | Add +6.9% | 23,737 | $10.0M |
| FOCUS Wealth Advisors, LLC | 4.96% | Reduce -0.6% | 23,491 | $9.9M |
| Capital Wealth Planning, LLC | 0.09% | Reduce -11.8% | 23,287 | $9.9M |
| Capital Management Associates, Inc | 3.80% | Add +0.3% | 21,990 | $9.3M |
| Wealth Quarterback LLC | 4.83% | Add +2.5% | 21,929 | $9.3M |
| Washington Capital Management, Inc. | 7.03% | Add +10.7% | 21,499 | $9.1M |
| Meridian Wealth Management, LLC | 0.45% | Reduce -4.1% | 21,460 | $9.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +2.4% | 21,060 | $8.9M |
| NTV Asset Management LLC | 1.18% | Reduce -2.8% | 20,940 | $8.9M |
| Whittier Trust Co. | 0.12% | Reduce -0.2% | 20,777 | $8.8M |
| Focus Partners Wealth | 0.03% | Reduce -32.0% | 21,435 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +3.3% | 20,407 | $8.6M |
| Sheaff Brock Investment Advisors, LLC | 0.75% | Add +1.9% | 20,281 | $8.6M |
| Echo45 Advisors LLC | 5.54% | Add +2.5% | 20,122 | $8.5M |
| Allworth Financial LP | 0.05% | Add +0.4% | 19,821 | $8.4M |
| Snowden Capital Advisors LLC | 0.25% | Add +0.1% | 19,568 | $8.3M |
| Harbour Investments, Inc. | 0.25% | Add +34.5% | 19,546 | $8.3M |
| Armbruster Capital Management, Inc. | 1.64% | Add +0.1% | 19,432 | $8.2M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -0.7% | 19,431 | $8.2M |
| Tudor Financial Inc. | 4.98% | — | 19,098 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +11.4% | 17,839 | $7.5M |
| Gladstone Institutional Advisory LLC | 0.36% | Add +2.1% | 17,440 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -11.2% | 17,385 | $7.4M |
| Ameritas Advisory Services, LLC | 0.32% | Reduce -50.3% | 17,383 | $7.4M |
| Magnolia Capital Management Ltd. | 5.84% | No change | 17,355 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -5.2% | 17,307 | $7.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +1.6% | 17,158 | $7.3M |
| Advisory Services Network, LLC | 0.15% | No change | 18,510 | $7.2M |
| King Wealth Management Group | 1.09% | Reduce -1.6% | 16,591 | $7.0M |
| Arete Wealth Advisors, LLC | 0.59% | Reduce -17.8% | 16,409 | $6.9M |
| Johnson Investment Counsel Inc. | 0.07% | Add +0.1% | 16,345 | $6.9M |
| Belpointe Asset Management LLC | 0.41% | Add +1689.5% | 16,195 | $6.9M |
| Regions Financial Corp. | 0.05% | Reduce -4.5% | 16,080 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +2.3% | 16,063 | $6.8M |
| Blue Bell Private Wealth Management, LLC | 1.28% | Reduce -0.5% | 15,794 | $6.7M |
| IMC-Chicago, LLC | 0.19% | New | 15,734 | $6.7M |
| Independent Financial Group, LLC | 0.24% | Reduce -2.8% | 15,680 | $6.6M |
| Foster Group, Inc. | 0.24% | No change | 15,500 | $6.6M |
| Guardian Asset Advisors, LLC | 4.41% | Add +2.0% | 15,357 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.62% | Reduce -3.3% | 15,362 | $6.5M |
| Curtis Advisory Group, LLC | 1.80% | No change | 14,970 | $6.3M |
| Neuberger Berman Group LLC | 0.00% | Add +5.8% | 14,961 | $6.3M |
| Bremer Bank National Association | 1.19% | No change | 14,957 | $6.3M |
| Headlands Technologies LLC | 0.72% | New | 14,889 | $6.3M |
| Intergy Private Wealth, LLC | 2.40% | Add +3.2% | 14,883 | $6.3M |
| Iowa State Bank | 1.29% | No change | 14,870 | $6.3M |
| Frank, Rimerman Advisors LLC | 0.43% | Reduce -0.4% | 14,455 | $6.1M |
| Pettinga Financial Advisors LLC | 1.45% | Add +23.9% | 14,446 | $6.1M |
| Lido Advisors, LLC | 0.05% | Add +5.1% | 14,228 | $6.0M |
| Sowell Financial Services LLC | 0.28% | Reduce -2.6% | 14,162 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +27.4% | 13,579 | $5.7M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 13,557 | $5.7M |
| Birinyi Associates Inc. | 1.64% | Add +0.0% | 13,460 | $5.7M |
| Greenwich Wealth Management LLC | 0.38% | Add +8.9% | 13,320 | $5.6M |
| Summit Asset Management, LLC | 0.64% | Reduce -2.6% | 13,249 | $5.6M |
| Fortis Group Advisors, LLC | 1.03% | Add +5.6% | 13,197 | $5.6M |
| LM Advisors LLC | 1.14% | Reduce -0.9% | 13,218 | $5.5M |
| Venture Visionary Partners LLC | 0.24% | Reduce -2.9% | 13,063 | $5.5M |
| Advisors Management Group Inc. | 1.30% | Add +1.2% | 13,031 | $5.5M |
| Cowa, LLC | 2.62% | Reduce -0.4% | 12,988 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.4% | 12,828 | $5.4M |
| Thoroughbred Financial Services, LLC | 0.35% | Reduce -2.4% | 12,819 | $5.4M |
| IFG Advisors, LLC | 1.15% | Add +0.3% | 12,698 | $5.4M |
| Concourse Financial Group Securities, Inc. | 0.32% | Add +3.6% | 12,560 | $5.3M |
| Pinnacle Family Advisors, LLC | 2.74% | Add +291.4% | 12,487 | $5.3M |
| American National Bank & Trust | 0.62% | Reduce -0.0% | 12,405 | $5.2M |
| Mission Creek Capital Partners, Inc. | 1.22% | Add +0.1% | 12,401 | $5.2M |
| Absolute Capital Management, LLC | 3.12% | Add +8.8% | 12,400 | $5.2M |
| Montag A & Associates Inc. | 0.25% | Add +0.4% | 12,245 | $5.2M |
| Ayalon Insurance Comp Ltd. | 1.61% | Add +1.0% | 12,205 | $5.2M |
| Northern Financial Advisors Inc | 3.91% | Reduce -0.8% | 12,191 | $5.2M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -7.7% | 11,943 | $5.1M |
| Bay Rivers Group | 2.50% | Reduce -0.2% | 11,887 | $5.0M |
| Dohj, LLC | 1.17% | Add +1567.8% | 11,875 | $5.0M |
| Smith Anglin Financial, LLC | 0.47% | Reduce -0.5% | 11,610 | $4.9M |
| Composition Wealth, LLC | 0.11% | Reduce -0.8% | 11,503 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -0.4% | 11,424 | $4.8M |
| Tortoise Investment Management, LLC | 0.50% | Reduce -0.5% | 11,319 | $4.8M |
| Nwam LLC | 0.29% | New | 11,260 | $4.8M |
| Certuity, LLC | 0.51% | Add +2.2% | 11,259 | $4.8M |
| AE Wealth Management LLC | 0.04% | Reduce -4.8% | 11,247 | $4.8M |
| Centiva Capital, LP | 0.22% | New | 11,217 | $4.7M |
| Narwhal Capital Management | 0.42% | No change | 11,080 | $4.7M |
| Brighton Jones LLC | 0.17% | Reduce -0.2% | 10,938 | $4.6M |
| Insigneo Advisory Services, LLC | 0.45% | Reduce -5.5% | 10,592 | $4.5M |
| Wedbush Securities Inc. | 0.16% | Reduce -65.0% | 10,429 | $4.4M |
| AtlasMark Financial, Inc | 4.09% | — | 10,400 | $4.4M |
| BTG Pactual Asset Management US LLC | 0.63% | New | 10,328 | $4.4M |
| Edgestream Partners, L.P. | 0.19% | Reduce -28.0% | 10,217 | $4.3M |
| Hilltop Holdings Inc. | 0.27% | Add +17.0% | 9,932 | $4.2M |
| Horizon Wealth Management, LLC | 0.83% | Reduce -0.5% | 9,879 | $4.2M |
| IHT Wealth Management, LLC | 0.12% | Add +48.7% | 9,811 | $4.2M |
| Heritage Wealth Partners, LLC | 4.86% | Reduce -15.0% | 9,760 | $4.1M |
| NorthCoast Asset Management LLC | 0.03% | Add +12.4% | 10,920 | $4.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.11% | No change | 9,583 | $4.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.7% | 9,531 | $4.0M |
| HB Wealth Management, LLC | 0.04% | Add +5.5% | 9,411 | $4.0M |
| Kelleher Financial Advisors | 1.51% | No change | 9,393 | $4.0M |
| GFS Advisors, LLC | 0.84% | Add +6555.0% | 9,317 | $3.9M |
| Bank of Nova Scotia | 0.01% | New | 9,271 | $3.9M |
| Summit Wealth Partners, LLC | 0.73% | Add +0.2% | 9,012 | $3.8M |
| Tufton Capital Management | 0.71% | Reduce -11.1% | 8,969 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.09% | Reduce -11.1% | 8,919 | $3.8M |
| Foresight Capital Management Advisors, Inc. | 2.24% | Add +4.8% | 8,910 | $3.8M |
| Stelac Advisory Services LLC | 1.52% | Add +2.6% | 8,837 | $3.7M |
| US Bancorp \de | 0.00% | Add +4.1% | 8,730 | $3.7M |
| Schnieders Capital Management LLC | 0.70% | Reduce -5.5% | 8,682 | $3.7M |
| Brookstone Capital Management | 0.05% | Reduce -15.2% | 8,631 | $3.7M |
| Capital Wealth Alliance, LLC | 2.11% | Add +4.2% | 8,593 | $3.6M |
| Novak & Powell Financial Services, Inc. | 2.08% | Add +1.1% | 8,467 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.09% | Reduce -76.9% | 8,444 | $3.6M |
| Arkadios Wealth Advisors | 0.20% | New | 8,432 | $3.6M |
| Founders Financial Alliance, LLC | 0.98% | Add +2.0% | 8,344 | $3.5M |
| Sigma Planning Corp | 0.11% | Add +15.1% | 8,294 | $3.5M |
| Main Street Financial Solutions, LLC | 0.32% | Add +7.2% | 8,254 | $3.5M |
| Fortune 45 LLC | 2.44% | Reduce -1.2% | 8,144 | $3.4M |
| AlphaStar Capital Management, LLC | 0.27% | Add +2.5% | 8,133 | $3.4M |
| Integrated Advisors Network LLC | 0.17% | Reduce -1.7% | 8,116 | $3.4M |
| Canandaigua National Bank & Trust Co. | 0.33% | Reduce -16.4% | 8,055 | $3.4M |
| International Assets Investment Management, LLC | 0.28% | Add +1.8% | 8,041 | $3.4M |
| Savant Capital, LLC | 0.03% | Add +14.4% | 7,963 | $3.4M |
| Caldwell Trust Co | 0.35% | Reduce -1.0% | 7,816 | $3.3M |
| Synovus Financial Corp. | 0.04% | Add +52.7% | 7,800 | $3.3M |
| Autumn Glory Partners, LLC | 1.26% | Reduce -0.6% | 7,757 | $3.3M |
| Man Group plc | 0.01% | Add +172.6% | 7,737 | $3.3M |
| Meridian Investment Counsel Inc. | 0.99% | Reduce -0.4% | 7,726 | $3.3M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.4% | 7,625 | $3.2M |
| Capital Advisory Group Advisory Services, LLC | 1.27% | Reduce -20.3% | 7,559 | $3.2M |
| Spire Wealth Management | 0.11% | Add +3.6% | 7,451 | $3.2M |
| Vivid Wealth Management, LLC | 1.63% | Reduce -11.0% | 7,389 | $3.1M |
| Kovack Advisors, Inc. | 0.33% | Add +82.2% | 7,389 | $3.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.08% | Add +7.3% | 7,343 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +138.4% | 7,302 | $3.1M |
| Keybank National Association | 0.01% | Add +23.4% | 7,275 | $3.1M |
| Advisor Resource Council | 1.40% | New | 7,271 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 2.53% | Add +0.3% | 7,181 | $3.0M |
| Letson Investment Management, Inc. | 1.19% | No change | 7,159 | $3.0M |
| Hudock, Inc. | 0.52% | Reduce -0.3% | 7,104 | $3.0M |
| Jefferies Financial Group Inc. | 0.05% | Add +5.3% | 7,088 | $3.0M |
| Summit Financial, LLC | 0.12% | Add +7.5% | 7,055 | $3.0M |
| Eaton Financial Holdings Company, LLC | 1.21% | — | 7,024 | $3.0M |
| World Investment Advisors | 0.09% | Reduce -5.8% | 7,006 | $3.0M |
| JTC Employer Solutions Trustee Ltd | 0.19% | No change | 6,981 | $3.0M |
| Keystone Financial Group | 0.38% | New | 6,958 | $2.9M |
| Compound Planning, Inc. | 0.18% | Add +8.2% | 6,956 | $2.9M |
| TrueWealth Advisors, LLC | 0.97% | Add +2.1% | 6,890 | $2.9M |
| Wealthspire Advisors, LLC | 0.03% | Add +1.3% | 6,873 | $2.9M |
| NWF Advisory Services Inc. | 0.42% | Add +11.0% | 6,872 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -75.5% | 6,877 | $2.9M |
| SignalPoint Asset Management, LLC | 0.68% | Add +0.2% | 6,854 | $2.9M |
| StoneX Group Inc. | 0.21% | Add +12.0% | 6,814 | $2.9M |
| Fiduciary Alliance LLC | 0.38% | Add +188.8% | 6,720 | $2.8M |
| CreativeOne Wealth, LLC | 0.10% | Add +51.7% | 6,719 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Add +9.5% | 6,679 | $2.8M |
| First Horizon Advisors, Inc. | 0.08% | Reduce -0.3% | 6,663 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.30% | Add +2.0% | 6,631 | $2.8M |
| Cwm, LLC | 0.01% | Reduce -18.6% | 6,552 | $2.8M |
| Cambridge Financial Group, LLC | 1.14% | Reduce -4.8% | 6,452 | $2.7M |
| Coastwise Capital Group, LLC | 2.24% | Add +4.1% | 6,430 | $2.7M |
| FSC Wealth Advisors, LLC | 1.94% | Reduce -13.2% | 6,376 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Add +26.2% | 6,240 | $2.6M |
| BigSur Wealth Management LLC | 0.73% | Reduce -2.8% | 6,204 | $2.6M |
| Arvest Investments, Inc. | 0.39% | Add +9.4% | 6,127 | $2.6M |
| Objective Capital Management, LLC | 1.52% | — | 6,099 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -3.7% | 6,098 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.8% | 6,078 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.3% | 6,074 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Add +34.8% | 6,048 | $2.6M |
| Sunbelt Securities, Inc. | 0.25% | Reduce -1.5% | 6,057 | $2.6M |
| Heritage Investors Management Corp. | 0.08% | Reduce -9.1% | 6,000 | $2.5M |
| Greenfield Savings Bank | 1.19% | Add +9.8% | 5,953 | $2.5M |
| St. Clair Advisors, LLC | 0.71% | No change | 5,951 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +78.9% | 5,928 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -0.3% | 5,890 | $2.5M |
| Group One Trading LLC | 0.10% | Add +2.7% | 5,889 | $2.5M |
| Crumly & Associates Inc. | 0.68% | No change | 5,844 | $2.5M |
| Fifth Third Bancorp | 0.01% | Reduce -2.3% | 5,753 | $2.4M |
| Asset Dedication, LLC | 0.16% | Add +1.1% | 5,741 | $2.4M |
| Miller Investment Management, LP | 0.25% | No change | 5,717 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 5,699 | $2.4M |
| Arvest Bank Trust Division | 0.14% | — | 5,668 | $2.4M |
| Lowery Thomas, LLC | 1.62% | Reduce -1.3% | 5,655 | $2.4M |
| Triumph Capital Management | 0.85% | Add +2.3% | 5,637 | $2.4M |
| Bluespring Wealth Management, LLC | 0.24% | Reduce -10.6% | 5,571 | $2.4M |
| Asset Allocation Strategies LLC | 0.66% | Reduce -17.3% | 5,486 | $2.3M |
| Essex Financial Services, Inc. | 0.16% | Reduce -0.5% | 5,250 | $2.3M |
| Scotia Capital Inc. | 0.01% | Add +11.7% | 5,326 | $2.3M |
| Windsor Capital Management, LLC | 0.65% | Reduce -0.1% | 5,324 | $2.3M |
| Two Sigma Securities, LLC | 0.18% | Add +131.1% | 5,316 | $2.2M |
| KCM Investment Advisors LLC | 0.08% | Reduce -0.2% | 5,307 | $2.2M |
| RMR Wealth Builders | 0.24% | Reduce -1.8% | 5,277 | $2.2M |
| Edge Capital Group, LLC | 0.10% | No change | 5,259 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.27% | Reduce -30.0% | 5,252 | $2.2M |
| Madison Park Capital Advisors, LLC | 1.66% | Reduce -0.8% | 5,248 | $2.2M |
| SouthState Bank Corp | 0.15% | No change | 5,208 | $2.2M |
| Paulson Wealth Management Inc. | 0.59% | Reduce -14.5% | 5,201 | $2.2M |
| Apexium Financial, LP | 0.14% | No change | 5,139 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -24.3% | 5,106 | $2.2M |
| Choreo, LLC | 0.03% | Reduce -1.8% | 5,088 | $2.2M |
| Global Retirement Partners, LLC | 0.06% | Reduce -18.2% | 5,058 | $2.1M |
| Advisory Alpha, LLC | 0.08% | Reduce -0.4% | 4,999 | $2.1M |
| American State Bank (Iowa) | 1.28% | No change | 4,992 | $2.1M |
| TD Asset Management Inc | 0.00% | Reduce -13.9% | 4,970 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +0.1% | 4,937 | $2.1M |
| &partners | 0.04% | Add +639.9% | 4,898 | $2.1M |
| Second Half Financial Partners, LLC | 1.09% | Reduce -0.1% | 4,875 | $2.1M |
| Mission Wealth Management, LP | 0.05% | Add +6.7% | 4,796 | $2.0M |
| Country Club Bank | 0.13% | No change | 4,757 | $2.0M |
| Ieq Capital, LLC | 0.02% | Add +8.0% | 4,749 | $2.0M |
| Bank Hapoalim BM | 0.32% | Reduce -1.8% | 4,749 | $2.0M |
| Seamount Financial Group Inc. | 1.51% | Reduce -1.9% | 4,748 | $2.0M |
| Quantbot Technologies LP | 0.08% | Add +143.7% | 4,715 | $2.0M |
| Mill Creek Capital Advisors, LLC | 0.05% | No change | 4,693 | $2.0M |
| Merit Financial Group, LLC | 0.04% | Add +175.8% | 4,678 | $2.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +26.5% | 4,634 | $2.0M |
| Intrepid Financial Planning Group LLC | 0.84% | Reduce -8.9% | 4,634 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +16.0% | 4,624 | $2.0M |
| Harvest Investment Services, LLC | 0.62% | Add +81.9% | 4,591 | $1.9M |
| Kaizen Financial Strategies | 1.13% | Reduce -3.3% | 4,584 | $1.9M |
| Gray Wealth Management Inc. | 0.76% | Reduce -0.5% | 4,570 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.25% | Reduce -18.1% | 4,541 | $1.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -51.3% | 4,530 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -0.6% | 4,502 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 4,473 | $1.9M |
| Secure Asset Management, LLC | 0.32% | Reduce -0.9% | 4,448 | $1.9M |
| Flagstar Securities, Inc. | 0.47% | Add +1.0% | 4,389 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -40.6% | 4,401 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +54.6% | 4,395 | $1.9M |
| Quadcap Wealth Management, LLC | 0.29% | Reduce -31.1% | 4,381 | $1.9M |
| Balboa Wealth Partners | 0.46% | Add +28.1% | 4,305 | $1.8M |
| WealthBridge Capital Management, LLC | 0.52% | Add +0.3% | 4,282 | $1.8M |
| Embree Financial Group | 0.32% | Reduce -0.1% | 4,276 | $1.8M |
| Gallacher Capital Management LLC | 0.83% | Add +0.1% | 4,265 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.1% | 4,235 | $1.8M |
| Patton Albertson Miller Group, LLC | 0.24% | Add +3.0% | 4,225 | $1.8M |
| Hansen & Associates Financial Group, Inc. | 0.94% | New | 4,153 | $1.8M |
| Apriem Advisors | 0.21% | No change | 4,150 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -30.2% | 4,134 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -30.2% | 4,134 | $1.7M |
| Stokes Family Office, LLC | 0.19% | Reduce -0.5% | 4,087 | $1.7M |
| Moors & Cabot, Inc. | 0.09% | Add +84.1% | 4,073 | $1.7M |
| Roman Butler Fullerton & Co. | 0.52% | New | 4,030 | $1.7M |
| NBT Bank, N.A. | 0.12% | Reduce -2.3% | 4,043 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +0.8% | 4,025 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | Reduce -2.4% | 3,999 | $1.7M |
| Ashford Advisors, LLC | 0.39% | No change | 4,000 | $1.7M |
| SpiderRock Advisors, LLC | 0.04% | Add +131.7% | 3,995 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Add +33.6% | 3,995 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -59.0% | 3,971 | $1.7M |
| Tidal Investments LLC | 0.02% | Add +218.8% | 3,969 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.35% | No change | 3,955 | $1.7M |
| Leo Wealth, LLC | 0.15% | Add +0.4% | 3,953 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.4% | 3,951 | $1.7M |
| Purus Wealth Management, LLC | 0.70% | Reduce -0.6% | 3,934 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Reduce -6.6% | 3,972 | $1.7M |
| Community Trust & Investment Co. | 0.10% | No change | 3,900 | $1.7M |
| HUB Investment Partners, LLC | 0.07% | Reduce -0.9% | 3,896 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -13.8% | 3,886 | $1.6M |
| Centennial Bank | 0.75% | No change | 3,875 | $1.6M |
| Cambridge Advisors Inc. | 0.36% | Reduce -6.3% | 3,853 | $1.6M |
| Smith, Moore & Co. | 0.15% | Add +9.6% | 3,824 | $1.6M |
| Alta Wealth Advisors LLC | 0.74% | Reduce -0.5% | 3,809 | $1.6M |
| Connecticut Wealth Management, LLC | 0.08% | No change | 3,805 | $1.6M |
| Roundview Capital LLC | 0.12% | Add +1.3% | 3,776 | $1.6M |
| Morton Capital Management LLC | 0.31% | No change | 3,771 | $1.6M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,750 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.7% | 3,747 | $1.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -43.1% | 3,733 | $1.6M |
| Capstone Investment Advisors, LLC | 0.06% | No change | 3,717 | $1.6M |
| Net Worth Advisory Group | 0.47% | — | 3,714 | $1.6M |
| AQR Capital Management | 0.00% | New | 3,709 | $1.6M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -15.6% | 3,704 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.73% | Reduce -2.8% | 3,695 | $1.6M |
| Csenge Advisory Group | 0.08% | Reduce -4.4% | 3,637 | $1.6M |
| Cozad Asset Management Inc. | 0.15% | Reduce -0.7% | 3,653 | $1.5M |
| Fifth Third Securities, Inc. | 0.15% | Add +3.0% | 3,651 | $1.5M |
| Sharper & Granite LLC | 0.69% | No change | 3,635 | $1.5M |
| American Financial & Tax Strategies Inc. | 0.76% | Reduce -0.7% | 3,539 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,534 | $1.5M |
| Verus Capital Partners, LLC | 0.15% | Reduce -1.4% | 3,526 | $1.5M |
| Sage Capital Management, LLC | 0.72% | Add +59.0% | 3,522 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -0.0% | 3,517 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.0% | 3,516 | $1.5M |
| Heritage Investment Group, Inc. | 0.28% | No change | 3,480 | $1.5M |
| Raymond James Trust N.A. | 0.03% | No change | 3,465 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,457 | $1.5M |
| Evoke Wealth, LLC | 0.04% | New | 3,428 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.37% | Add +2.0% | 3,434 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +3.1% | 3,431 | $1.5M |
| W.H. Cornerstone Investments Inc. | 0.98% | Add +0.3% | 3,430 | $1.5M |
| FSM Wealth Advisors, LLC | 0.38% | Add +0.0% | 3,427 | $1.4M |
| Cutter & CO Brokerage, Inc. | 0.33% | Add +0.3% | 3,419 | $1.4M |
| Caprock Group, LLC | 0.05% | Reduce -22.7% | 3,405 | $1.4M |
| Onyx Bridge Wealth Group LLC | 0.22% | Reduce -0.6% | 3,414 | $1.4M |
| Auxano Advisors, LLC | 0.37% | No change | 3,414 | $1.4M |
| Boston Research & Management Inc. | 0.33% | Add +0.2% | 3,367 | $1.4M |
| Joel Isaacson & Co., LLC | 0.07% | Add +0.2% | 3,365 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -1.0% | 3,364 | $1.4M |
| FWG Holdings, LLC | 0.70% | No change | 3,345 | $1.4M |
| Resonant Capital Advisors, LLC | 0.10% | No change | 3,300 | $1.4M |
| Tompkins Financial Corp. | 0.13% | No change | 3,305 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -5.4% | 3,280 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.54% | Add +156.3% | 3,273 | $1.4M |
| WBH Advisory Inc. | 0.13% | Add +47.9% | 3,262 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | No change | 3,250 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +16.1% | 3,250 | $1.4M |
| Round Rock Advisors LLC | 0.32% | No change | 3,238 | $1.4M |
| Fort Point Capital Partners LLC | 0.17% | Add +21.3% | 3,230 | $1.4M |
| Clear Creek Financial Management, LLC | 0.15% | Reduce -0.1% | 3,223 | $1.4M |
| Gen-Wealth Partners Inc | 0.59% | Reduce -6.4% | 3,229 | $1.4M |
| Royal Fund Management, LLC | 0.10% | New | 3,188 | $1.3M |
| Fortune Financial Advisors, LLC | 1.22% | Reduce -0.3% | 3,185 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Reduce -16.6% | 3,183 | $1.3M |
| Godsey & Gibb, Inc. | 0.13% | No change | 3,179 | $1.3M |
| BTS Asset Management, Inc. | 1.28% | New | 3,162 | $1.3M |
| Verdence Capital Advisors LLC | 0.11% | No change | 3,158 | $1.3M |
| NFSG Corp | 0.47% | Add +14.7% | 3,151 | $1.3M |
| Tiaa Trust, National Association | 0.00% | Add +1.9% | 3,140 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +0.0% | 3,118 | $1.3M |
| Sage Advisors, LLC | 1.03% | Reduce -0.7% | 3,103 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -2.5% | 3,085 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +0.7% | 3,054 | $1.3M |
| Northern Capital Management, Inc. | 0.81% | No change | 3,023 | $1.3M |
| BluePointe Capital Management, LLC | 0.83% | No change | 3,006 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +149.5% | 2,997 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Reduce -1.4% | 2,992 | $1.3M |
| CRA Financial Services, LLC | 0.23% | Add +0.5% | 2,981 | $1.3M |
| Well Done, LLC | 0.23% | No change | 2,980 | $1.3M |
| CW Advisors, LLC | 0.02% | New | 2,957 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -3.3% | 2,955 | $1.3M |
| Sugarloaf Wealth Management, LLC | 0.21% | Reduce -20.8% | 2,951 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +3.9% | 2,946 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +246.9% | 2,914 | $1.2M |
| Eagle Capital Management, LLC | 0.51% | No change | 2,915 | $1.2M |
| Optivise Advisory Services LLC | 0.63% | Reduce -17.8% | 2,841 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Add +0.9% | 2,810 | $1.2M |
| Valley National Advisers Inc. | 0.21% | Reduce -1.2% | 2,808 | $1.2M |
| First PREMIER Bank | 0.30% | No change | 2,800 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Reduce -3.4% | 2,792 | $1.2M |
| Wealth Management Partners, LLC | 0.54% | Reduce -3.5% | 2,765 | $1.2M |
| Grandview Asset Management LLC | 0.67% | Reduce -0.1% | 2,754 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.18% | Add +3.9% | 2,748 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | No change | 2,723 | $1.2M |
| Private Portfolio Partners LLC | 0.22% | New | 2,713 | $1.1M |
| Magnus Financial Group LLC | 0.12% | Reduce -1.5% | 2,701 | $1.1M |
| Hancock Whitney Corp. | 0.04% | No change | 2,691 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -12.1% | 2,686 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -20.9% | 2,673 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -3.3% | 2,659 | $1.1M |
| ZWJ Investment Counsel Inc. | 0.05% | No change | 2,657 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Add +1.3% | 2,649 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.2% | 2,623 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -3.5% | 2,620 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +45.7% | 2,618 | $1.1M |
| Sovereign Financial Group, Inc. | 0.26% | Reduce -44.0% | 2,605 | $1.1M |
| First National Trust Co | 0.04% | Add +17.6% | 2,603 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 2,588 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 2,585 | $1.1M |
| Peoples Bank | 0.73% | No change | 2,571 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.26% | Reduce -11.8% | 2,557 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +2.3% | 2,544 | $1.1M |
| Citizens & Northern Corp. | 0.32% | No change | 2,543 | $1.1M |
| Larson Financial Group LLC | 0.06% | No change | 2,542 | $1.1M |
| Strategic Blueprint, LLC | 0.07% | Reduce -2.6% | 2,530 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -4.2% | 2,520 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +11.4% | 2,508 | $1.1M |
| Peak Planning Group, LLC | 0.46% | Reduce -26.4% | 2,461 | $1.0M |
| Nuveen Asset Management, LLC | 0.00% | No change | 2,450 | $1.0M |
| Widmann Financial Services, Inc. | 0.79% | Add +0.8% | 2,455 | $1.0M |
| Northwest Financial Advisors | 0.83% | Reduce -0.7% | 2,451 | $1.0M |
| Uptick Partners, LLC | 0.44% | New | 2,449 | $1.0M |
| Clear Point Advisors Inc. | 0.79% | Add +0.2% | 2,428 | $1.0M |
| Kelman-Lazarov, Inc. | 0.18% | No change | 2,425 | $1.0M |
| Advanced Asset Management Advisors Inc | 0.27% | No change | 2,610 | $1.0M |
| XML Financial, LLC | 0.09% | Add +1.1% | 2,401 | $1.0M |
| Financial Alternatives, Inc | 0.71% | No change | 2,395 | $1.0M |
| Mgo One Seven LLC | 0.04% | Reduce -4.3% | 2,391 | $1.0M |
| Allie Family Office LLC | 0.54% | No change | 2,368 | $1.0M |
| Bison Wealth, LLC | 0.16% | Reduce -65.2% | 2,365 | $1.0M |
| Motco | 0.10% | Reduce -26.3% | 2,358 | $998K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -86.0% | 2,352 | $995K |
| JT Stratford LLC | 0.17% | Add +0.8% | 2,350 | $994K |
| USA Financial Formulas | 0.15% | Reduce -11.3% | 2,345 | $992K |
| HBK Sorce Advisory LLC | 0.03% | Add +2.1% | 2,323 | $983K |
| Benjamin Edwards Inc. | 0.01% | New | 2,320 | $982K |
| Kesler, Norman & Wride, LLC | 0.19% | Add +0.1% | 2,317 | $980K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -0.1% | 2,307 | $976K |
| Zhang Financial LLC | 0.06% | No change | 2,303 | $974K |
| GYL Financial Synergies, LLC | 0.07% | No change | 2,294 | $971K |
| First City Capital Management, Inc. | 0.50% | Reduce -7.2% | 2,293 | $970K |
| PEAK6 Investments LLC | 0.05% | Reduce -28.2% | 2,287 | $968K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -1.2% | 2,282 | $965K |
| Financial Counselors Inc. | 0.01% | Add +81.7% | 2,266 | $959K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.6% | 2,253 | $953K |
| Lane & Associates LLC | 0.52% | Reduce -15.9% | 2,249 | $951K |
| Bank of Hawaii | 0.04% | Reduce -47.1% | 2,245 | $950K |
| Lionsbridge Wealth Management LLC | 0.75% | New | 2,238 | $947K |
| Schrum Private Wealth Management LLC | 0.48% | Add +86.8% | 2,202 | $931K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.7% | 2,192 | $928K |
| Pacific Financial Group Inc. | 0.68% | No change | 2,186 | $925K |
| Private Trust Co. NA | 0.09% | Add +3.6% | 2,172 | $919K |
| Selective Wealth Management, Inc. | 0.38% | No change | 2,165 | $911K |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.2% | 2,129 | $901K |
| Pegasus Asset Management, Inc. | 0.27% | Reduce -1.2% | 2,127 | $900K |
| American Planning Services, Inc. | 0.71% | Add +0.1% | 2,108 | $892K |
| LexAurum Advisors, LLC | 0.20% | Reduce -35.5% | 2,105 | $890K |
| Duncan Williams Asset Management, LLC | 0.49% | Add +20.7% | 2,099 | $888K |
| Stonebrook Private Inc. | 0.23% | Reduce -0.3% | 2,097 | $887K |
| True North Advisors, LLC | 0.23% | Add +0.4% | 2,079 | $880K |
| Florida Trust Wealth Management Co | 0.03% | No change | 2,077 | $879K |
| JFS Wealth Advisors, LLC | 0.06% | No change | 2,071 | $876K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 2,070 | $876K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +14.4% | 2,063 | $873K |
| Romano Brothers and Company | 0.11% | No change | 2,062 | $873K |
| Strategies Wealth Advisors, LLC | 0.12% | Add +0.1% | 2,039 | $863K |
| L.M. Kohn & Company | 0.21% | Reduce -2.3% | 2,005 | $848K |
| Financial Futures Ltd Liability Co. | 0.49% | Reduce -0.7% | 2,002 | $847K |
| Drexel Morgan & Co. | 0.16% | No change | 2,000 | $846K |
| Tudor Investment Corporation | 0.01% | No change | 1,993 | $843K |
| Farther Finance Advisors, LLC | 0.03% | Add +2271.4% | 1,992 | $843K |
| American Investment Services, Inc. | 0.14% | Add +0.3% | 1,988 | $841K |
| One Wealth Management Investment & Advisory Services, LLC | 1.47% | Add +2.6% | 1,985 | $840K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.23% | Add +35.6% | 1,980 | $839K |
| SOL Capital Management CO | 0.09% | No change | 1,980 | $838K |
| KG Capital Management | 0.27% | Add +1.2% | 1,977 | $836K |
| Visionary Wealth Advisors | 0.05% | Reduce -16.9% | 1,971 | $834K |
| Duncker Streett & Co. Inc. | 0.15% | Reduce -9.2% | 1,947 | $824K |
| United Bank | 0.10% | No change | 1,944 | $823K |
| Cim, LLC | 0.12% | No change | 1,940 | $821K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.7% | 1,934 | $818K |
| Lion Street Advisors, LLC | 0.28% | Add +55.6% | 1,928 | $816K |
| White Knight Strategic Wealth Advisors, LLC | 0.73% | No change | 1,915 | $810K |
| CoreCap Advisors, LLC | 0.04% | Reduce -12.5% | 1,911 | $809K |
| Prudential PLC | 0.00% | Add +24.2% | 1,900 | $804K |
| Arkos Global Advisors | 0.12% | Reduce -6.1% | 1,890 | $800K |
| Saxon Interests, Inc. | 0.36% | Add +76.4% | 1,886 | $798K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +29.2% | 1,850 | $797K |
| 180 Wealth Advisors, LLC | 0.13% | No change | 1,876 | $794K |
| Earned Wealth Advisors, LLC | 0.24% | Add +0.3% | 1,853 | $784K |
| Soundwatch Capital LLC | 0.12% | Add +64.3% | 1,850 | $783K |
| Banco Santander, S.A. | 0.01% | Reduce -41.6% | 1,849 | $782K |
| Franklin Resources Inc. | 0.00% | Add +19.9% | 1,814 | $782K |
| Key Client Fiduciary Advisors, LLC | 0.36% | Add +0.2% | 1,846 | $781K |
| Sterling Investment Counsel, LLC | 0.28% | No change | 1,845 | $781K |
| Howard Wealth Management, LLC | 0.44% | Reduce -2.4% | 1,800 | $762K |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 1,787 | $756K |
| Hobbs Group Advisors, LLC | 0.27% | Add +0.3% | 1,786 | $756K |
| Fagan Associates, Inc. | 0.13% | No change | 1,766 | $747K |
| First Hawaiian Bank | 0.02% | No change | 1,762 | $746K |
| Retirement Solution LLC | 0.18% | New | 1,754 | $742K |
| Holderness Investments Co. | 0.16% | Add +3.9% | 1,753 | $742K |
| Lodestar Private Asset Management LLC | 0.09% | No change | 1,752 | $741K |
| Regal Investment Advisors LLC | 0.05% | Reduce -19.7% | 1,747 | $739K |
| HCR Wealth Advisors | 0.10% | Add +59.8% | 1,737 | $735K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -9.5% | 1,732 | $733K |
| OMNI 360 Wealth, Inc. | 0.50% | Reduce -0.2% | 1,729 | $732K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.8% | 1,717 | $729K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -10.5% | 1,712 | $724K |
| Consolidated Capital Management, LLC | 0.32% | Add +5.6% | 1,710 | $724K |
| Eastern Bank | 0.01% | New | 1,707 | $722K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.0% | 1,706 | $722K |
| Samalin Investment Counsel, LLC | 0.31% | Reduce -21.1% | 1,693 | $716K |
| Meritage Portfolio Management | 0.04% | Add +0.7% | 1,693 | $716K |
| Fogel Capital Management, Inc. | 0.37% | Add +0.1% | 1,690 | $715K |
| Burns J W & Co. Inc. | 0.09% | Add +1.5% | 1,689 | $715K |
| Eldridge Investment Advisors, Inc. | 0.17% | No change | 1,680 | $711K |
| Capital Advisors Inc. | 0.01% | No change | 1,673 | $708K |
| M3 Advisory Group, LLC | 0.52% | Add +4.4% | 1,667 | $705K |
| Global Financial Private Client, LLC | 0.27% | Reduce -1.9% | 1,665 | $704K |
| Denver Wealth Management, Inc. | 0.32% | Reduce -3.7% | 1,654 | $700K |
| Aviance Capital Partners, LLC | 0.09% | No change | 1,649 | $698K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +3.0% | 1,643 | $695K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,638 | $693K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.4% | 1,634 | $691K |
| Sage Capital Advisors,llc | 0.18% | Add +0.3% | 1,612 | $682K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -0.1% | 1,607 | $680K |
| American Alpha Advisors, LLC | 0.64% | — | 1,607 | $680K |
| Bensler, LLC | 0.09% | Add +0.2% | 1,606 | $679K |
| Cypress Wealth Services, LLC | 0.14% | No change | 1,604 | $679K |
| Diversified Trust Co. | 0.02% | Add +85.4% | 1,583 | $670K |
| NCP Inc. | 0.38% | Add +41.0% | 1,580 | $668K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -0.7% | 1,569 | $664K |
| Trust Co. of Vermont | 0.03% | No change | 1,566 | $663K |
| Gables Capital Management Inc. | 0.33% | Add +1.3% | 1,556 | $658K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -50.4% | 1,553 | $657K |
| Carnegie Investment Counsel | 0.02% | Reduce -5.5% | 1,544 | $653K |
| SkyOak Wealth, LLC | 0.14% | Add +0.1% | 1,534 | $649K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $645K |
| Fidelity D & D Bancorp Inc. | 0.43% | No change | 1,521 | $644K |
| WMS Partners, LLC | 0.04% | Reduce -2.6% | 1,517 | $642K |
| Traction Financial Partners, LLC | 0.50% | No change | 1,516 | $642K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,510 | $641K |
| First Financial Corp. | 0.31% | Reduce -0.6% | 1,512 | $640K |
| Chelsea Counsel Co. | 0.31% | No change | 1,500 | $637K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $636K |
| First National Bank Sioux Falls | 0.29% | Reduce -10.7% | 1,501 | $635K |
| Primoris Wealth Advisors, LLC | 0.46% | No change | 1,500 | $635K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -28.6% | 1,500 | $635K |
| McAdam, LLC | 0.04% | Reduce -0.1% | 1,499 | $634K |
| Destination Wealth Management | 0.02% | Reduce -2.0% | 1,497 | $634K |
| JDM Financial Group LLC | 0.34% | Reduce -0.9% | 1,490 | $630K |
| DGS Capital Management, LLC | 0.17% | Reduce -16.1% | 1,486 | $629K |
| PGIM Custom Harvest LLC | 0.01% | Add +62.3% | 1,469 | $622K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 1,467 | $621K |
| Compass Wealth Management LLC | 0.15% | Reduce -16.6% | 1,462 | $619K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 1,462 | $619K |
| Salem Investment Counselors Inc. | 0.02% | Add +8.8% | 1,449 | $615K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.33% | No change | 1,445 | $611K |
| Wedmont Private Capital | 0.03% | Add +11.6% | 1,441 | $605K |
| Howard Capital Management, LLC | 0.01% | Add +2.5% | 1,421 | $601K |
| Summit X, LLC | 0.15% | Reduce -1.4% | 1,524 | $597K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -6.6% | 1,403 | $596K |
| Donald L. Hagan, LLC | 0.30% | No change | 1,407 | $595K |
| Financial Guidance Group, Inc. | 0.35% | No change | 1,406 | $595K |
| Vishria Bird Financial Group, LLC | 0.22% | No change | 1,401 | $593K |
| Activest Wealth Management | 0.18% | Reduce -38.5% | 1,400 | $593K |
| Founders Capital Management | 0.36% | Add +1.1% | 1,393 | $589K |
| Bordeaux Wealth Advisors LLC | 0.11% | No change | 1,375 | $582K |
| High Net Worth Advisory Group LLC | 0.16% | Add +1.9% | 1,372 | $581K |
| Weaver Consulting Group | 0.18% | Add +3.8% | 1,371 | $580K |
| Powers Advisory Group, LLC | 0.29% | No change | 1,371 | $580K |
| Traphagen Investment Advisors LLC | 0.06% | No change | 1,368 | $579K |
| Etfidea, LLC | 0.18% | Reduce -4.2% | 1,364 | $577K |
| Orrstown Financial Services Inc. | 0.17% | No change | 1,358 | $575K |
| Signal Advisors Wealth, LLC | 0.08% | New | 1,354 | $573K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,352 | $572K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.5% | 1,340 | $567K |
| Old Second National Bank of Aurora | 0.14% | No change | 1,336 | $565K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $565K |
| Quartz Partners, LLC | 0.35% | — | 1,329 | $562K |
| Foguth Wealth Management, LLC. | 0.20% | Reduce -11.5% | 1,335 | $562K |
| Nottingham Advisors, Inc. | 0.06% | No change | 1,321 | $559K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -0.7% | 1,321 | $559K |
| Narus Financial Partners, LLC | 0.20% | Reduce -1.5% | 1,315 | $556K |
| Strait & Sound Wealth Management LLC | 0.27% | Reduce -53.5% | 1,309 | $554K |
| Constant Guidance Financial LLC | 0.47% | Reduce -87.4% | 1,308 | $553K |
| Total Investment Management Inc. | 0.06% | Reduce -29.2% | 1,306 | $552K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.3% | 1,305 | $552K |
| Redwood Financial Network Corp | 0.43% | Reduce -6.2% | 1,303 | $551K |
| Enzi Wealth | 0.22% | Reduce -15.9% | 1,279 | $551K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 1,300 | $550K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -6.2% | 1,300 | $550K |
| Wealthspire Retirement, LLC | 0.04% | No change | 1,294 | $548K |
| LBMC Investment Advisors, LLC | 0.04% | Add +38.4% | 1,294 | $547K |
| Bluesphere Advisors LLC | 0.27% | No change | 1,290 | $546K |
| 9258 Wealth Management, LLC | 0.08% | No change | 1,288 | $545K |
| Diversified, LLC | 0.06% | Add +0.2% | 1,287 | $545K |
| Diversified Enterprises, LLC | 0.06% | — | 1,287 | $545K |
| EverSource Wealth Advisors, LLC | 0.03% | No change | 1,277 | $540K |
| Wealthspan Partners, LLC | 0.27% | Reduce -1.2% | 1,277 | $540K |
| Rothschild Investment LLC | 0.04% | Reduce -49.5% | 1,277 | $540K |
| Red Door Wealth Management, LLC | 0.09% | Add +30.8% | 1,274 | $539K |
| Am Investment Strategies LLC | 0.13% | Add +32.3% | 1,270 | $538K |
| Global Trust Asset Management, LLC | 0.20% | Add +1.4% | 1,270 | $537K |
| Acas, LLC | 0.44% | Add +1.2% | 1,268 | $537K |
| Valmark Advisers, Inc. | 0.01% | Add +63.9% | 1,260 | $533K |
| Walkner Condon Financial Advisors LLC | 0.11% | No change | 1,253 | $530K |
| Gsa Capital Partners LLP | 0.04% | Reduce -35.5% | 1,253 | $530K |
| LWM Advisory Services, LLC | 0.39% | Add +10.6% | 1,251 | $529K |
| LJI Wealth Management, LLC | 0.11% | No change | 1,250 | $529K |
| Court Place Advisors, LLC | 0.15% | No change | 1,244 | $526K |
| Howe & Rusling Inc. | 0.05% | Add +1.4% | 1,244 | $526K |
| Prostatis Group LLC | 0.17% | Reduce -96.9% | 1,239 | $524K |
| BIP Wealth, LLC | 0.04% | Reduce -1.9% | 1,220 | $516K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -14.6% | 1,218 | $515K |
| Burney Co./ | 0.02% | Reduce -1.9% | 1,216 | $515K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -8.2% | 1,205 | $510K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -3.9% | 1,205 | $510K |
| TNF LLC | 0.18% | Add +0.1% | 1,201 | $509K |
| Private Capital Management, LLC | 0.06% | No change | 1,200 | $508K |
| Lindbrook Capital, LLC | 0.04% | No change | 1,199 | $507K |
| Fortitude Advisory Group L.L.C. | 0.32% | No change | 1,196 | $506K |
| Kaydan Wealth Management, Inc. | 0.15% | No change | 1,184 | $501K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $499K |
| Grassi Investment Management | 0.04% | Add +0.1% | 1,176 | $498K |
| Plancorp, LLC | 0.02% | Add +0.3% | 1,173 | $496K |
| Annapolis Financial Services, LLC | 0.15% | No change | 1,173 | $496K |
| Keystone Wealth Services, LLC | 0.14% | Add +15.3% | 1,173 | $496K |
| Executive Wealth Management, LLC | 0.04% | Add +0.6% | 1,172 | $496K |
| Canandaigua National Trust Co of Florida | 0.42% | — | 1,164 | $493K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $489K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.12% | No change | 1,147 | $487K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $482K |
| Olistico Wealth, LLC | 0.29% | Reduce -0.1% | 1,138 | $482K |
| Athena Investment Management | 0.27% | No change | 1,133 | $479K |
| Bedell Frazier Investment Counselling, LLC | 0.11% | Reduce -7.4% | 1,132 | $479K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -1.1% | 1,132 | $479K |
| Principal Securities, Inc. | 0.01% | Reduce -22.1% | 1,131 | $479K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $473K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -4.6% | 1,118 | $473K |
| Carolinas Wealth Consulting LLC | 0.09% | No change | 1,110 | $471K |
| Pinnacle Wealth Management Group, Inc. | 0.30% | Reduce -4.3% | 1,111 | $470K |
| Paradigm, Strategies in Wealth Management, LLC | 0.30% | No change | 1,108 | $469K |
| Maiden Cove Capital, LLC | 0.73% | New | 1,105 | $468K |
| KPP Advisory Services LLC | 0.11% | Reduce -64.5% | 1,105 | $468K |
| WealthShield Partners, LLC | 0.06% | Add +24.0% | 1,101 | $467K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $466K |
| Opinicus Capital, Inc. | 0.37% | Reduce -0.1% | 1,100 | $466K |
| Scharf Investments, LLC | 0.01% | Reduce -50.0% | 1,095 | $463K |
| Mattern Wealth Management LLC | 0.10% | Reduce -1.9% | 1,084 | $459K |
| Warner Financial, Inc. | 0.20% | Add +0.1% | 1,074 | $454K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.1% | 1,065 | $451K |
| Debussy Capital Management LP | 0.13% | No change | 1,065 | $451K |
| HBW Advisory Services LLC | 0.07% | New | 1,065 | $451K |
| Crewe Advisors LLC | 0.05% | Add +0.1% | 1,062 | $449K |
| Householder Group Estate & Retirement Specialist, LLC | 0.13% | Reduce -29.7% | 1,056 | $446K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,052 | $445K |
| Ridgecrest Wealth Partners, LLC | 0.23% | No change | 1,040 | $440K |
| Agf Management Ltd. | 0.00% | No change | 1,035 | $438K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +1.3% | 1,032 | $437K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,027 | $435K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $433K |
| Banque Cantonale Vaudoise | 0.02% | Reduce -32.1% | 1,022 | $432K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $432K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +19.1% | 979 | $430K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 1,007 | $426K |
| Element Wealth, LLC | 0.23% | Reduce -0.2% | 1,006 | $426K |
| Diversify Wealth Management, LLC | 0.04% | Add +0.3% | 998 | $424K |
| Claro Advisors Inc. | 0.05% | Reduce -1.3% | 1,001 | $424K |
| Successful Portfolios LLC | 0.29% | No change | 1,000 | $423K |
| Ipswich Investment Management Co., Inc. | 0.10% | No change | 1,000 | $423K |
| Freestate Advisors LLC | 0.44% | — | 999 | $423K |
| Spinnaker Trust | 0.03% | New | 998 | $422K |
| WPWealth LLP | 0.09% | No change | 996 | $421K |
| Investment Partners Asset Management, Inc. | 0.35% | Reduce -0.1% | 996 | $421K |
| TCFG Wealth Management, LLC | 0.21% | — | 992 | $420K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | No change | 984 | $416K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -0.5% | 982 | $416K |
| Houlihan Financial Resource Group, Ltd. | 0.17% | Add +0.1% | 974 | $412K |
| Perennial Investment Advisors, LLC | 0.05% | New | 972 | $411K |
| Sierra Capital LLC | 0.05% | No change | 955 | $404K |
| Revisor Wealth Management LLC | 0.25% | Reduce -38.5% | 954 | $403K |
| Peak Asset Management, LLC | 0.08% | Reduce -26.1% | 949 | $402K |
| Vigilare Wealth Management | 0.16% | Add +0.1% | 948 | $401K |
| Vista Investment Partners LLC | 0.13% | Add +0.3% | 947 | $401K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 942 | $400K |
| CGN Advisors LLC | 0.04% | No change | 944 | $399K |
| Strategic Wealth Partners, Ltd. | 0.04% | No change | 937 | $396K |
| Hubbell Strickland Wealth Management, LLC | 0.19% | Reduce -0.2% | 936 | $396K |
| Unionview, LLC | 0.31% | Add +0.3% | 933 | $395K |
| Kellett Wealth Advisors, LLC | 0.28% | Add +0.1% | 930 | $394K |
| Fort Pitt Capital Group, LLC | 0.01% | Add +6.7% | 930 | $394K |
| Sound Income Strategies, LLC | 0.03% | Reduce -0.5% | 927 | $392K |
| W Advisors, LLC | 0.24% | No change | 925 | $391K |
| Paradigm Capital Management, LLC | 0.38% | — | 921 | $390K |
| Modern Wealth Management, LLC | 0.02% | Reduce -21.2% | 920 | $389K |
| First Trust Direct Indexing L.P. | 0.02% | No change | 918 | $388K |
| WNY Asset Management, LLC | 0.05% | No change | 917 | $388K |
| Noesis Capital Mangement Corp. | 0.08% | No change | 912 | $386K |
| Welch & Forbes LLC | 0.00% | No change | 911 | $385K |
| Eagle Strategies LLC | 0.07% | Reduce -4.2% | 905 | $383K |
| Central Bank & Trust Co. | 0.05% | No change | 902 | $382K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 900 | $381K |
| Highline Wealth Partners LLC | 0.13% | No change | 898 | $380K |
| Hutchinson Capital Management | 0.07% | No change | 892 | $377K |
| Patten & Patten Inc. | 0.03% | No change | 891 | $377K |
| Meridian Management Co. | 0.10% | No change | 890 | $377K |
| One Capital Management, LLC | 0.01% | Reduce -8.9% | 890 | $377K |
| Marks Group Wealth Management, Inc | 0.04% | No change | 887 | $375K |
| AllSquare Wealth Management LLC | 0.21% | Reduce -2.2% | 886 | $375K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 886 | $375K |
| AdvisorNet Financial, Inc | 0.03% | No change | 886 | $375K |
| Winthrop Advisory Group LLC | 0.05% | Reduce -1.7% | 882 | $374K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $371K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -3.2% | 876 | $371K |
| Keebeck Wealth Management | 0.05% | No change | 871 | $370K |
| Kozak & Associates, Inc. | 0.09% | Reduce -2.1% | 854 | $368K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.1% | 864 | $366K |
| Cornerstone Advisory, LLC | 0.05% | Add +10.6% | 863 | $365K |
| RIA Advisory Group LLC | 0.13% | — | 863 | $365K |
| Evermay Wealth Management LLC | 0.06% | No change | 861 | $365K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | No change | 857 | $363K |
| Granite FO LLC | 0.20% | No change | 855 | $362K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -19.0% | 855 | $362K |
| Monterey Private Wealth, Inc. | 0.12% | Add +0.1% | 850 | $360K |
| Pacific Sun Financial Corp | 0.20% | Reduce -10.6% | 845 | $358K |
| Monument Capital Management | 0.10% | No change | 845 | $358K |
| Sonora Investment Management Group, LLC | 0.03% | Add +17.1% | 844 | $357K |
| Mather Group, Llc. | 0.00% | Reduce -5.1% | 836 | $354K |
| Sandy Spring Bank | 0.01% | Reduce -2.6% | 836 | $354K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +5.0% | 833 | $353K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 835 | $353K |
| Cooper Financial Group | 0.05% | Add +0.1% | 835 | $353K |
| KFG Wealth Management, LLC | 0.08% | No change | 834 | $353K |
| Pacific Center for Financial Services | 0.09% | No change | 833 | $353K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.2% | 832 | $352K |
| Clare Market Investments LLC | 0.09% | Reduce -2.1% | 831 | $352K |
| Apella Capital, LLC | 0.01% | No change | 833 | $351K |
| Coldstream Capital Management Inc. | 0.01% | No change | 830 | $351K |
| MMBG Investment Advisors Co. | 0.04% | New | 826 | $349K |
| Banco BTG Pactual S.A. | 0.09% | New | 823 | $348K |
| Garda Capital Partners LP | 0.09% | Reduce -63.6% | 813 | $344K |
| Prosperity Planning, Inc. | 0.15% | Add +0.6% | 810 | $343K |
| Prio Wealth Limited Partnership | 0.01% | No change | 810 | $343K |
| Smithfield Trust Co | 0.02% | No change | 805 | $341K |
| Tandem Capital Management Corp. | 0.18% | No change | 805 | $341K |
| PFG Advisors | 0.02% | Reduce -17.1% | 804 | $340K |
| BNC Wealth Management, LLC | 0.13% | Reduce -21.7% | 803 | $340K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $339K |
| AlTi Global, Inc. | 0.01% | Add +0.3% | 800 | $339K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 800 | $337K |
| Ranch Capital Advisors Inc. | 0.16% | No change | 795 | $336K |
| Aldebaran Financial Inc. | 0.40% | Add +2.9% | 794 | $336K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -6.8% | 785 | $333K |
| Root Financial Partners, LLC | 0.05% | Add +6.5% | 784 | $332K |
| Forum Financial Management, LP | 0.01% | Add +0.8% | 784 | $332K |
| Chemistry Wealth Management LLC | 0.08% | Reduce -2.1% | 781 | $330K |
| Trexquant Investment LP | 0.00% | New | 780 | $330K |
| Smith Thornton Advisors LLC | 0.22% | No change | 779 | $330K |
| First Citizens Financial Corp | 0.17% | No change | 775 | $328K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 775 | $328K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +11.4% | 773 | $327K |
| Parisi Gray Wealth Management | 0.11% | Add +0.4% | 770 | $326K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | No change | 769 | $325K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 766 | $325K |
| Townsend Asset Management Corp. /NC/ | 0.12% | Add +0.4% | 765 | $324K |
| Aspire Capital Advisors LLC | 0.10% | Add +0.3% | 763 | $323K |
| Assetmark, Inc. | 0.00% | Add +413.5% | 760 | $322K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.2% | 734 | $321K |
| Wealthcare Capital Management LLC | 0.03% | No change | 759 | $321K |
| Aspiriant, LLC | 0.01% | No change | 758 | $321K |
| Fortem Financial Group, LLC | 0.13% | Add +0.3% | 756 | $320K |
| Palisade Asset Management, LLC | 0.03% | No change | 750 | $317K |
| Sage Financial Group Inc. | 0.03% | No change | 750 | $317K |
| Old National Bancorp | 0.01% | Reduce -2.3% | 750 | $317K |
| CPC Advisors, LLC | 0.05% | Reduce -35.5% | 749 | $317K |
| Parsons Capital Management Inc. | 0.02% | Reduce -9.7% | 748 | $316K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -1.3% | 745 | $315K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -19.7% | 744 | $315K |
| Warwick Investment Management, Inc. | 0.07% | Add +0.1% | 742 | $314K |
| Ellerson Group Inc. | 0.25% | Add +9.6% | 740 | $313K |
| IPG Investment Advisors LLC | 0.07% | Reduce -25.4% | 736 | $312K |
| Seven Mile Advisory | 0.21% | New | 734 | $310K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -0.5% | 731 | $309K |
| Blue Trust, Inc. | 0.00% | Add +63.3% | 787 | $308K |
| Bessemer Group Inc. | 0.00% | No change | 720 | $305K |
| Vanguard Group Inc. | 0.00% | New | 720 | $304K |
| First National Bank of Omaha | 0.02% | No change | 717 | $303K |
| Deutsche Bank AG | 0.00% | No change | 717 | $303K |
| High Note Wealth, LLC | 0.09% | No change | 715 | $303K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.4% | 710 | $301K |
| D.B. Root & Company, LLC | 0.10% | New | 702 | $297K |
| Americana Partners, LLC | 0.02% | No change | 702 | $297K |
| First United Bank & Trust | 0.11% | Add +23.9% | 701 | $297K |
| Laffer Tengler Investments, Inc. | 0.07% | No change | 700 | $296K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -14.1% | 700 | $296K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 700 | $296K |
| World Equity Group, Inc. | 0.11% | Reduce -7.2% | 693 | $293K |
| Francis Financial, Inc. | 0.08% | Reduce -18.8% | 691 | $292K |
| ShankerValleau Wealth Advisors, Inc. | 0.10% | No change | 690 | $292K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 685 | $290K |
| Pitti Group Wealth Management, LLC | 0.32% | No change | 769 | $290K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.1% | 685 | $290K |
| Ascentis Independent Advisors | 0.04% | No change | 681 | $288K |
| John W. Brooker & Co., CPAs | 0.13% | No change | 677 | $286K |
| Galvin, Gaustad & Stein, LLC | 0.03% | No change | 675 | $286K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 674 | $285K |
| Neumann Capital Management, LLC | 0.09% | No change | 672 | $284K |
| Heritage Wealth Advisors | 0.01% | No change | 666 | $282K |
| Evensky & Katz LLC | 0.02% | Reduce -10.4% | 665 | $281K |
| Focused Wealth Management, Inc | 0.04% | No change | 661 | $280K |
| Marshall Financial Group, LLC | 0.07% | Add +1.7% | 661 | $280K |
| Smith Salley Wealth Management | 0.02% | New | 659 | $279K |
| O'ROURKE & COMPANY, Inc | 0.14% | No change | 657 | $278K |
| PCG Wealth Advisors, LLC | 0.11% | Reduce -5.3% | 655 | $277K |
| Councilmark Asset Management, LLC | 0.18% | No change | 650 | $275K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $275K |
| Albion Financial Group | 0.02% | Reduce -15.6% | 649 | $275K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 653 | $273K |
| Global Assets Advisory, LLC | 0.15% | New | 645 | $272K |
| Main Street Research LLC | 0.02% | Reduce -19.6% | 640 | $272K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.5% | 640 | $271K |
| Marshall Wace, LLP | 0.00% | No change | 639 | $270K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 638 | $270K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +36.6% | 635 | $269K |
| Marmo Financial Group, LLC | 0.14% | No change | 633 | $268K |
| Mystic Asset Management, Inc. | 0.10% | Add +3.3% | 632 | $267K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 632 | $267K |
| Liberty Wealth Management LLC | 0.05% | Add +4.7% | 630 | $267K |
| Appleton Partners Inc. | 0.02% | Reduce -8.9% | 632 | $267K |
| Dunhill Financial, LLC | 0.14% | No change | 627 | $265K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 626 | $265K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -29.2% | 624 | $264K |
| Black Diamond Financial, LLC | 0.04% | Add +0.2% | 619 | $262K |
| Everhart Financial Group, Inc. | 0.06% | No change | 618 | $261K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 614 | $260K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -1.6% | 616 | $259K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $258K |
| Accel Wealth Management | 0.10% | Add +0.7% | 609 | $258K |
| Stephen J. Garry & Associates, LLC | 0.24% | Reduce -20.3% | 608 | $257K |
| SOA Wealth Advisors, LLC. | 0.05% | Reduce -1.8% | 608 | $257K |
| Front Row Advisors LLC | 0.09% | No change | 605 | $257K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 606 | $257K |
| North Star Investment Management Corp. | 0.02% | No change | 605 | $256K |
| Tidemark, LLC | 0.10% | No change | 604 | $256K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Add +0.3% | 602 | $256K |
| Oxinas Partners, LLC | 0.16% | Reduce -30.9% | 603 | $255K |
| Powell Investment Advisors, LLC | 0.12% | No change | 600 | $255K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $255K |
| Argent Trust Co | 0.01% | Reduce -12.5% | 601 | $254K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $254K |
| GenTrust, LLC | 0.01% | No change | 598 | $254K |
| Whitcomb & Hess, Inc. | 0.08% | No change | 597 | $253K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 597 | $252K |
| Harbor Group, Inc. | 0.06% | No change | 595 | $252K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $250K |
| Spirepoint Private Client, LLC | 0.03% | No change | 590 | $250K |
| Slagle Financial, LLC | 0.11% | Add +0.2% | 589 | $249K |
| Freedom Investment Management, Inc. | 0.02% | New | 589 | $249K |
| Elite Life Management LLC | 0.81% | No change | 588 | $249K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -99.7% | 587 | $249K |
| Obermeyer Wealth Partners | 0.01% | New | 587 | $248K |
| Silver Oak Securities, Incorporated | 0.03% | Add +5.9% | 589 | $248K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 585 | $248K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 585 | $247K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -24.5% | 583 | $247K |
| Vima LLC | 0.50% | Add +11.7% | 581 | $246K |
| Atlantic Private Wealth, LLC | 0.19% | Add +0.3% | 580 | $246K |
| Tyler-Stone Wealth Management | 0.05% | Add +41.5% | 580 | $245K |
| Meridian Financial Advisors, LLC | 0.16% | No change | 575 | $243K |
| Gibson Capital, LLC | 0.05% | No change | 575 | $243K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 575 | $243K |
| Callan Capital, LLC | 0.02% | Reduce -14.2% | 575 | $243K |
| ABLE Financial Group, LLC | 0.07% | New | 573 | $242K |
| Regent Peak Wealth Advisors LLC | 0.06% | New | 573 | $242K |
| Integrity Wealth Solutions LLC | 0.14% | Add +4.0% | 570 | $242K |
| Avalon Capital Management | 0.07% | Reduce -38.3% | 566 | $239K |
| Revolve Wealth Partners, LLC | 0.04% | Add +0.3% | 566 | $239K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $239K |
| Maltin Wealth Management, Inc. | 0.12% | No change | 564 | $239K |
| Hayek Kallen Investment Management | 0.08% | Add +2.2% | 561 | $237K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.04% | Add +4.7% | 560 | $237K |
| Sfmg, LLC | 0.02% | Reduce -1.1% | 560 | $237K |
| Delta Financial Group, Inc. | 0.09% | Reduce -6.2% | 558 | $236K |
| Adamsbrown Wealth Consultants LLC | 0.08% | No change | 557 | $236K |
| Inspire Advisors, LLC | 0.03% | No change | 553 | $234K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $234K |
| Blue Fin Capital, Inc. | 0.04% | Reduce -2.3% | 552 | $234K |
| BlackRock, Inc. | 0.00% | — | 551 | $233K |
| Polymer Capital Management (HK) LTD | 0.05% | No change | 550 | $233K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 550 | $233K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $233K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $232K |
| WealthPlan Investment Management, LLC | 0.02% | New | 548 | $232K |
| Bfsg, LLC | 0.03% | Reduce -96.5% | 546 | $231K |
| Stanley-Laman Group, Ltd. | 0.03% | New | 542 | $229K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -6.0% | 537 | $229K |
| Principle Wealth Partners LLC | 0.02% | No change | 540 | $228K |
| Commonwealth Retirement Investments LLC | 0.10% | No change | 538 | $228K |
| Sandy Cove Advisors, LLC | 0.09% | Add +0.2% | 537 | $227K |
| Tull Financial Group, Inc. | 0.14% | — | 537 | $227K |
| Boyd Watterson Asset Management LLC | 0.06% | No change | 533 | $226K |
| Aire Advisors, LLC | 0.05% | Add +0.4% | 532 | $225K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 532 | $225K |
| Cottage Street Advisors LLC | 0.12% | Add +0.2% | 531 | $225K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 530 | $224K |
| CIC Wealth, LLC | 0.06% | No change | 530 | $224K |
| Partners in Financial Planning | 0.05% | Reduce -4.9% | 529 | $224K |
| Accredited Investors Inc. | 0.01% | No change | 528 | $223K |
| Coppell Advisory Solutions LLC | 0.03% | Add +33.4% | 527 | $223K |
| Rockland Trust Co. | 0.01% | No change | 525 | $222K |
| MTM Investment Management, LLC | 0.09% | No change | 519 | $220K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.2% | 522 | $219K |
| CFO4Life Group, LLC | 0.04% | New | 518 | $219K |
| LifeSteps Financial, Inc. | 0.17% | New | 510 | $216K |
| Basepoint Wealth LLC | 0.16% | New | 508 | $215K |
| Talon Private Wealth, LLC | 0.04% | — | 505 | $214K |
| Bright Futures Wealth Management, LLC. | 0.10% | Add +0.2% | 506 | $213K |
| Vestor Capital, LLC | 0.02% | New | 500 | $212K |
| Axecap Investments, LLC | 0.16% | — | 501 | $212K |
| Wilson & Boucher Capital Management, LLC | 0.15% | New | 500 | $212K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 500 | $212K |
| Great Diamond Partners, LLC | 0.05% | New | 500 | $212K |
| Callan Family Office, LLC | 0.04% | New | 500 | $212K |
| Personal Cfo Solutions, LLC | 0.03% | New | 500 | $212K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | New | 499 | $211K |
| Fisher Asset Management | 0.00% | Reduce -52.3% | 499 | $211K |
| Tyche Wealth Partners LLC | 0.05% | New | 499 | $211K |
| Centurion Wealth Management LLC | 0.07% | — | 499 | $211K |
| Financial Management Network Inc. | 0.04% | New | 494 | $209K |
| IFS Advisors, LLC | 0.16% | No change | 491 | $208K |
| Centennial Wealth Advisory LLC | 0.08% | New | 488 | $207K |
| Norris Perne & French LLP | 0.01% | New | 488 | $206K |
| Edge Financial Advisors LLC | 0.18% | New | 488 | $206K |
| 1832 Asset Management L.P. | 0.00% | Add +29.3% | 485 | $205K |
| Donaldson Capital Management, LLC | 0.01% | New | 484 | $205K |
| MinichMacGregor Wealth Management, LLC | 0.04% | New | 480 | $203K |
| Concentric Wealth Management, LLC | 0.05% | New | 475 | $201K |
| Ciovacco Capital Management LLC | 0.12% | New | 474 | $200K |
| Rathbones Group PLC | 0.00% | New | 473 | $200K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 462 | $195K |
| Westside Investment Management, Inc. | 0.04% | Add +75.5% | 465 | $195K |
| Beck Capital Management, LLC | 0.05% | New | 459 | $194K |
| Loomis Sayles & Co. L P | 0.00% | Add +124.4% | 451 | $191K |
| HM Payson & Co. | 0.00% | No change | 440 | $186K |
| Russell Investments Group, Ltd. | 0.00% | Add +112.1% | 439 | $186K |
| Wellington Shields & Co., LLC | 0.06% | No change | 432 | $183K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $178K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 417 | $176K |
| Fortitude Family Office, LLC | 0.07% | Add +0.2% | 413 | $175K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -14.2% | 406 | $172K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 395 | $167K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 391 | $165K |
| Oakworth Capital, Inc. | 0.01% | No change | 390 | $165K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 386 | $164K |
| Rogco, LP | 0.06% | No change | 387 | $164K |
| Winch Advisory Services, LLC | 0.05% | Add +0.3% | 386 | $163K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 374 | $158K |
| CoreFirst Bank & Trust | 0.09% | New | 370 | $157K |
| Key Financial Inc | 0.03% | No change | 363 | $154K |
| Bangor Savings Bank | 0.01% | No change | 345 | $146K |
| Trust Co | 0.02% | No change | 337 | $143K |
| Future Financial Wealth Managment LLC | 0.10% | New | 330 | $140K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 322 | $136K |
| GeoWealth Management, LLC | 0.00% | Add +21.1% | 315 | $133K |
| Creative Financial Designs Inc. | 0.01% | Add +3.3% | 314 | $133K |
| Pineridge Advisors LLC | 0.05% | No change | 304 | $129K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $128K |
| Financial Management Professionals, Inc. | 0.02% | No change | 300 | $127K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -50.8% | 300 | $127K |
| Sittner & Nelson, LLC | 0.06% | No change | 300 | $127K |
| Acropolis Investment Management, LLC | 0.01% | New | 300 | $127K |
| Archer Investment Corp | 0.03% | Add +113.3% | 288 | $122K |
| Flaharty Asset Management, LLC | 0.02% | New | 287 | $121K |
| Hantz Financial Services, Inc. | 0.00% | New | 278 | $118K |
| Aspect Partners, LLC | 0.06% | Add +0.4% | 272 | $115K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 272 | $115K |
| Union Savings Bank | 0.06% | No change | 270 | $114K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -43.2% | 264 | $112K |
| Bogart Wealth, LLC | 0.01% | No change | 252 | $107K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.4% | 251 | $106K |
| Westend Capital Management, LLC | 0.04% | No change | 250 | $106K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 250 | $106K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +51.9% | 246 | $104K |
| Davis Capital Management | 0.08% | No change | 246 | $104K |
| Capital Analysts, LLC | 0.00% | Add +11.8% | 246 | $104K |
| Abound Wealth Management | 0.03% | Reduce -3.2% | 243 | $103K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | Reduce -29.4% | 240 | $102K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $97K |
| Wintrust Investments LLC | 0.07% | Reduce -92.1% | 227 | $96K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $93K |
| Cordant, Inc. | 0.05% | Add +74.2% | 209 | $88K |
| Darwin Wealth Management, LLC | 0.02% | New | 206 | $87K |
| Anchor Investment Management, LLC | 0.01% | Reduce -12.8% | 204 | $86K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 203 | $86K |
| Northwest Investment Counselors, LLC | 0.02% | New | 200 | $85K |
| City Holding Co. | 0.01% | No change | 200 | $85K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.1% | 185 | $78K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.6% | 174 | $74K |
| Rakuten Securities, Inc. | 0.03% | Reduce -35.3% | 172 | $73K |
| Avior Wealth Management, LLC | 0.00% | Add +31.5% | 171 | $72K |
| Raffa Wealth Management, LLC | 0.02% | No change | 159 | $67K |
| Stephens Consulting, LLC | 0.02% | No change | 154 | $65K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 154 | $65K |
| China Universal Asset Management Co., Ltd. | 0.01% | New | 150 | $64K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $63K |
| Riverview Trust Co | 0.06% | No change | 148 | $63K |
| Horizon Financial Services, LLC | 0.04% | No change | 148 | $63K |
| Truvestments Capital LLC | 0.02% | New | 146 | $62K |
| GAMMA Investing LLC | 0.01% | New | 143 | $61K |
| FSA Wealth Management LLC | 0.02% | — | 143 | $60K |
| Concord Wealth Partners | 0.01% | No change | 140 | $59K |
| Security National Bank | 0.01% | No change | 130 | $55K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $53K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.6% | 99 | $50K |
| Aspire Private Capital, LLC | 0.01% | No change | 117 | $50K |
| Christopher J. Hasenberg, Inc | 0.02% | Reduce -54.6% | 113 | $48K |
| Fairscale Capital, LLC | 0.04% | Reduce -36.0% | 110 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $46K |
| Partnership Wealth Management, LLC | 0.03% | No change | 104 | $44K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $44K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $43K |
| Missouri Trust & Investment Co | 0.01% | Reduce -25.4% | 100 | $42K |
| ORG Partners LLC | 0.01% | No change | 100 | $42K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 98 | $41K |
| Grove Bank & Trust | 0.01% | Reduce -27.4% | 98 | $41K |
| Tucker Asset Management LLC | 0.01% | Reduce -22.4% | 97 | $41K |
| Semmax Financial Advisors Inc. | 0.01% | Reduce -8.1% | 91 | $40K |
| First Command Advisory Services, Inc. | 0.00% | New | 94 | $40K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 91 | $39K |
| Independence Bank of Kentucky | 0.01% | New | 80 | $34K |
| St Germain D J Co. Inc. | 0.00% | Reduce -42.9% | 80 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $33K |
| Bull Oak Capital, LLC | 0.02% | New | 77 | $33K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 74 | $31K |
| Pflug Koory, LLC | 0.00% | — | 66 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +14.0% | 65 | $28K |
| LRI Investments, LLC | 0.00% | No change | 63 | $28K |
| Coston, McIsaac & Partners | 0.01% | No change | 64 | $27K |
| Monetary Management Group Inc. | 0.01% | New | 61 | $26K |
| Hilltop National Bank | 0.01% | No change | 60 | $25K |
| Arlington Trust Co LLC | 0.01% | No change | 57 | $24K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $24K |
| Versant Capital Management, Inc | 0.01% | No change | 53 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -21.5% | 51 | $22K |
| Cetera Trust Company, N.A | 0.01% | No change | 50 | $21K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $21K |
| Sachetta, LLC | 0.01% | No change | 50 | $21K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 49 | $21K |
| Wiser Advisor Group LLC | 0.03% | No change | 46 | $19K |
| Your Advocates Ltd., LLP | 0.01% | New | 45 | $19K |
| Wellington Shields Capital Management, LLC | 0.00% | Reduce -50.0% | 45 | $19K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $19K |
| American Capital Advisory, LLC | 0.01% | Add +616.7% | 43 | $18K |
| Tsfg, LLC | 0.00% | Reduce -80.5% | 40 | $17K |
| Marquette Asset Management, LLC | 0.00% | New | 39 | $17K |
| First Personal Financial Services | 0.00% | No change | 39 | $16K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 36 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $14K |
| Ridgewood Investments LLC | 0.01% | Reduce -52.3% | 31 | $13K |
| Halpern Financial, Inc. | 0.00% | No change | 31 | $13K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -3.2% | 30 | $13K |
| Fairfield Financial Advisors, LTD | 0.00% | No change | 27 | $11K |
| Wolff Wiese Magana LLC | 0.01% | Add +66.7% | 25 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $11K |
| NewSquare Capital LLC | 0.00% | Reduce -50.0% | 25 | $11K |
| Eukles Asset Management | 0.00% | No change | 22 | $9K |
| Y.D. More Investments Ltd | 0.00% | Reduce -97.0% | 17 | $7K |
| New Millennium Group LLC | 0.00% | Reduce -6.3% | 15 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 14 | $6K |
| Investors Research Corp | 0.00% | No change | 12 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 12 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $4K |
| Morse Asset Management, Inc | 0.00% | New | 10 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 9 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 8 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | — | 8 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $3K |
| Washington Growth Strategies LLC | 0.11% | — | 1,189 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -66.7% | 5 | $2K |
| WR Wealth Planners, LLC | 0.00% | New | 4 | $2K |
| Horizon Investments, LLC | 0.00% | Add +300.0% | 4 | $2K |
| Natixis | 0.00% | No change | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Gould Capital, LLC | 0.00% | No change | 2 | $846 |
| Byrne Asset Management LLC | 0.00% | No change | 2 | $846 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $454 |
| Macroview Investment Management LLC | 0.00% | No change | 1 | $424 |
| Naples Money Management LLC | 0.00% | No change | 1 | $423 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $423 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $423 |
"% 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.