SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q4 2024 (December 31)1,294holders +109
96new positions
53sold out
4famous investors
$425.79avg. 13F price*
At the end of Q4 2024, 1,294 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 109 from Q3 2024. 96 opened new positions and 53 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.2B) and Royal Bank of Canada ($960.7M). 4 famous investors held it, including Ken Griffin (0.5% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q4 2024)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $284.1M |
| Exits | 53 | $372.7M |
All 13F filers, Q3 2024 → Q4 2024: 7,269,427 shares bought and 2,876,173 shares sold, net +4,393,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,294 holders
| Morgan Stanley | 0.12% | Add +15.8% | 3,979,513 | $1.7B |
| Bank of America Corp. | 0.11% | Add +4.6% | 2,714,663 | $1.2B |
| Royal Bank of Canada | 0.21% | Add +10.0% | 2,257,776 | $960.7M |
| Goldman Sachs Group Inc. | 0.16% | Add +234.6% | 2,003,635 | $852.5M |
| LPL Financial LLC | 0.28% | Add +12.3% | 1,612,024 | $685.9M |
| Wells Fargo & Company | 0.14% | Add +27.4% | 1,361,777 | $579.4M |
| Citadel Advisors | 0.47% | Add +511.3% | 1,186,613 | $504.9M |
| UBS Group AG | 0.10% | Add +30.3% | 1,055,161 | $449.0M |
| Wolverine Trading, LLC | 7.68% | Reduce -0.3% | 801,892 | $341.4M |
| Ameriprise Financial Inc. | 0.06% | Add +11.3% | 550,567 | $234.2M |
| CHURCHILL MANAGEMENT Corp | 2.50% | Add +0.8% | 537,885 | $228.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -23.6% | 533,028 | $226.8M |
| Bank of Montreal | 0.11% | Add +17.6% | 510,030 | $217.0M |
| BNP Paribas Financial Markets | 0.16% | Reduce -9.2% | 466,748 | $198.6M |
| Raymond James Financial Inc. | 0.07% | — | 458,869 | $195.2M |
| Hancock Prospecting Pty Ltd | 14.26% | — | 445,285 | $189.5M |
| Nissay Asset Management Corp. /Japan | 1.03% | Add +131.9% | 391,575 | $168.4M |
| AIA Group Ltd | 3.66% | Add +246.5% | 356,075 | $151.5M |
| SG Americas Securities, LLC | 0.58% | Add +76.1% | 309,911 | $131.9M |
| Cibc World Market Inc. | 0.29% | Add +45.3% | 295,428 | $125.7M |
| Private Advisor Group, LLC | 0.68% | Add +106.1% | 281,782 | $119.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -1.2% | 280,278 | $119.3M |
| Jane Street Group, LLC | 0.19% | Reduce -55.0% | 272,443 | $115.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.5% | 267,079 | $113.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +6.3% | 242,013 | $103.0M |
| Osaic Holdings, Inc. | 0.23% | Add +9.2% | 237,012 | $100.9M |
| Arkansas Financial Group, Inc. | 16.09% | Reduce -0.8% | 234,055 | $99.6M |
| Cetera Investment Advisers | 0.18% | Add +22.2% | 205,362 | $87.4M |
| Mirae Asset Securities (usa) Inc. | 3.98% | No change | 200,000 | $85.1M |
| USA Financial Formulas | 12.67% | Add +7978.6% | 189,444 | $80.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -2.1% | 181,855 | $77.4M |
| Stifel Financial Corp. | 0.08% | Add +6.3% | 172,495 | $73.4M |
| Campbell Wealth Management | 6.46% | Add +3.6% | 168,821 | $71.8M |
| Sanctuary Advisors, LLC | 0.44% | Reduce -3.0% | 155,962 | $70.0M |
| Modern Wealth Management, LLC | 2.55% | Add +17317.2% | 160,238 | $68.2M |
| Truist Financial Corp. | 0.10% | Add +2.1% | 156,862 | $66.7M |
| Berkshire Money Management, Inc. | 6.78% | Add +0.6% | 146,580 | $62.4M |
| Chartist Inc. | 32.29% | Reduce -3.3% | 146,453 | $62.3M |
| Capital Fund Management S.A. | 0.60% | Reduce -33.5% | 142,458 | $60.6M |
| Quadrature Capital Ltd | 1.17% | Reduce -21.8% | 136,723 | $58.2M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +9.3% | 131,170 | $55.8M |
| Tower Research Capital LLC (TRC) | 1.08% | Add +1408.6% | 127,386 | $54.2M |
| Jones Financial Companies LLLP | 0.05% | Add +27.9% | 121,134 | $51.5M |
| Apollon Wealth Management, LLC | 1.19% | Add +63.2% | 120,971 | $51.5M |
| Barclays PLC | 0.02% | Add +94.0% | 118,147 | $50.3M |
| Atria Investments, Inc | 0.62% | Reduce -0.5% | 116,619 | $49.6M |
| CM Wealth Advisors LLC | 15.93% | Reduce -15.4% | 114,268 | $48.7M |
| Walleye Capital LLC | 0.50% | Add +20.1% | 111,339 | $47.4M |
| Walleye Trading LLC | 0.86% | Add +73.0% | 102,898 | $43.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +2.8% | 101,431 | $43.2M |
| Capital Wealth Planning, LLC | 0.39% | Add +324.2% | 98,785 | $42.0M |
| Creative Planning | 0.04% | Add +11.8% | 98,328 | $41.8M |
| GTS Securities LLC | 1.92% | Reduce -18.6% | 92,804 | $39.5M |
| Atlas Private Wealth Advisors | 5.34% | Add +0.1% | 88,445 | $37.7M |
| Pinkerton Wealth, LLC | 5.30% | New | 85,950 | $36.6M |
| CSM Advisors, LLC | 1.70% | Add +52.5% | 85,350 | $36.3M |
| Steel Grove Capital Advisors, LLC | 5.08% | Add +0.0% | 84,570 | $36.0M |
| Cerity Partners LLC | 0.07% | Add +16.1% | 80,836 | $34.4M |
| Northern Trust Corp. | 0.00% | Add +50.0% | 80,236 | $34.1M |
| Beacon Capital Management, LLC | 4.41% | Reduce -5.5% | 79,629 | $33.9M |
| FMR LLC | 0.00% | Add +4.5% | 77,414 | $32.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.3% | 74,633 | $31.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.0% | 73,858 | $31.4M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +50.3% | 70,920 | $30.2M |
| Millennium Management | 0.03% | Add +97.2% | 69,682 | $29.6M |
| Optiver Holding B.V. | 0.95% | Reduce -88.5% | 68,743 | $29.3M |
| TCP Asset Management, LLC | 6.37% | Add +4.0% | 67,899 | $28.9M |
| Stephens Inc. | 0.40% | Add +8.3% | 67,799 | $28.8M |
| Latko Wealth Management, Ltd. | 16.82% | Add +0.3% | 66,692 | $28.4M |
| Allianz Asset Management GmbH | 0.04% | New | 65,100 | $27.7M |
| Mariner, LLC | 0.05% | Add +0.9% | 64,826 | $27.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.4% | 62,024 | $26.4M |
| Corient Private Wealth LP | 0.04% | Reduce -5.7% | 61,027 | $26.0M |
| NewEdge Advisors, LLC | 0.15% | Add +3.6% | 59,130 | $25.2M |
| Select Asset Management & Trust | 9.72% | Reduce -28.0% | 58,929 | $25.1M |
| Conservest Capital Advisors, Inc. | 2.53% | Reduce -1.4% | 57,655 | $24.5M |
| Pinnacle Associates Ltd. | 0.33% | Reduce -22.2% | 57,373 | $24.4M |
| Allianz SE | 0.63% | New | 57,165 | $24.3M |
| Heck Capital Advisors, LLC | 2.75% | Add +4.2% | 56,378 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.5% | 55,943 | $23.8M |
| IMC-Chicago, LLC | 0.65% | Add +255.4% | 55,921 | $23.8M |
| Creekmur Asset Management LLC | 5.41% | Add +1.3% | 55,467 | $23.6M |
| Captrust Financial Advisors | 0.07% | Reduce -4.7% | 55,425 | $23.6M |
| MML Investors Services, LLC | 0.08% | Reduce -1.1% | 55,026 | $23.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.53% | Reduce -3.8% | 53,993 | $23.0M |
| Integrated Wealth Concepts LLC | 0.27% | Add +6.9% | 53,912 | $22.9M |
| Meitav Investment House Ltd. | 0.39% | Reduce -9.2% | 53,904 | $22.9M |
| Daiwa Securities Group Inc. | 0.10% | Add +34.3% | 53,203 | $22.6M |
| Bridgewater Advisors Inc. | 2.36% | Reduce -1.5% | 53,171 | $22.6M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +60.0% | 52,527 | $22.4M |
| Independent Advisor Alliance | 0.29% | New | 50,774 | $21.6M |
| Avantax Advisory Services, Inc. | 0.13% | Add +3.1% | 50,431 | $21.5M |
| Credit Agricole S A | 0.07% | Add +46.1% | 50,101 | $21.3M |
| Focus Partners Wealth | 0.05% | Add +127.0% | 48,658 | $20.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.63% | No change | 48,431 | $20.6M |
| SteelPeak Wealth, LLC | 0.85% | Add +11.7% | 48,205 | $20.6M |
| Blair William & Co. | 0.06% | Add +6.0% | 48,256 | $20.5M |
| Integrity Alliance, Llc. | 2.17% | — | 47,095 | $20.0M |
| AMG National Trust Bank | 0.55% | Reduce -0.9% | 46,848 | $19.9M |
| GenWealth Group, Inc. | 4.48% | Add +0.5% | 46,269 | $19.7M |
| Ocean Park Asset Management, LLC | 0.61% | Add +0.4% | 42,455 | $18.1M |
| Prostatis Group LLC | 5.21% | Add +3288.1% | 41,979 | $17.9M |
| Concurrent Investment Advisors, LLC | 0.48% | Add +601.4% | 41,312 | $17.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.2% | 39,771 | $16.9M |
| Johnson Bixby & Associates, LLC | 2.57% | Add +3.8% | 39,621 | $16.9M |
| Pinnacle Financial Partners Inc | 0.34% | No change | 39,629 | $16.8M |
| Christopher J. Hasenberg, Inc | 6.59% | Add +33905.3% | 38,426 | $16.4M |
| Clear Creek Financial Management, LLC | 1.71% | Add +1056.2% | 37,264 | $15.9M |
| Susquehanna International Group, LLP | 0.02% | Reduce -4.5% | 37,188 | $15.8M |
| Wealth Quarterback LLC | 7.36% | Add +68.0% | 36,836 | $15.7M |
| Point72 Europe (London) LLP | 0.87% | New | 35,372 | $15.1M |
| Commerce Bank | 0.09% | No change | 34,626 | $14.7M |
| Ameritas Advisory Services, LLC | 0.51% | Add +98.4% | 34,486 | $14.7M |
| MKT Advisors LLC | 6.36% | Reduce -2.8% | 33,559 | $14.6M |
| TD Waterhouse Canada Inc. | 0.12% | Reduce -3.2% | 33,844 | $14.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +7.5% | 33,822 | $14.4M |
| First Heartland Consultants, Inc. | 1.47% | Add +34.0% | 33,720 | $14.3M |
| Oppenheimer & Co. Inc. | 0.21% | Add +12.6% | 33,055 | $14.1M |
| National Bank of Canada | 0.02% | Reduce -3.3% | 32,882 | $14.0M |
| L & S Advisors Inc | 1.70% | Reduce -4.1% | 32,440 | $13.8M |
| Simplex Trading, LLC | 0.38% | New | 31,837 | $13.5M |
| Clarity Wealth Advisors, LLC | 3.64% | Add +11.7% | 31,384 | $13.4M |
| IFG Advisory, LLC | 0.75% | Add +2.3% | 31,175 | $13.3M |
| J.W. Cole Advisors, Inc. | 0.53% | Add +17.4% | 30,927 | $13.2M |
| Prospera Financial Services Inc | 0.30% | Reduce -2.9% | 30,654 | $13.0M |
| All Terrain Financial Advisors, LLC | 5.08% | Reduce -2.3% | 30,655 | $13.0M |
| Washburn Capital Management, Inc. | 8.07% | Add +3.2% | 30,631 | $13.0M |
| Equitable Holdings, Inc. | 0.12% | Add +11.0% | 30,600 | $13.0M |
| NSI Retail Advisors, LLC | 2.04% | Reduce -1.0% | 30,200 | $12.8M |
| Amplius Wealth Advisors, LLC | 1.30% | Add +4.9% | 29,907 | $12.7M |
| Trilogy Capital Inc. | 0.65% | New | 29,805 | $12.7M |
| Pittenger & Anderson Inc. | 0.46% | Add +0.6% | 29,752 | $12.7M |
| Sykon Capital LLC | 4.24% | Reduce -2.1% | 28,932 | $12.3M |
| Camarda Financial Advisors, LLC | 4.62% | New | 28,908 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -91.5% | 28,881 | $12.3M |
| Mechanics Bank Trust Department | 1.64% | Reduce -2.9% | 28,839 | $12.3M |
| AE Wealth Management LLC | 0.10% | Add +152.0% | 28,345 | $12.1M |
| Benin Management CORP | 3.29% | Reduce -0.7% | 28,074 | $11.9M |
| Summit Securities Group LLC | 4.42% | New | 27,828 | $11.8M |
| Melone Private Wealth, LLC | 6.02% | Reduce -19.3% | 27,292 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +1.2% | 26,789 | $11.4M |
| Robertson Stephens Wealth Management, LLC | 0.40% | Add +10.3% | 26,331 | $11.2M |
| Comerica Bank | 0.05% | Add +7.5% | 26,349 | $11.2M |
| Pinnacle Holdings, LLC | 4.77% | Reduce -3.5% | 25,768 | $11.0M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | Reduce -0.5% | 25,256 | $10.7M |
| Sound View Wealth Advisors Group, LLC | 0.86% | Add +0.9% | 25,060 | $10.7M |
| J. Goldman & Co LP | 0.37% | Reduce -26.8% | 24,788 | $10.5M |
| FOCUS Wealth Advisors, LLC | 5.43% | Add +2.4% | 24,065 | $10.2M |
| Worth Asset Management, LLC | 5.40% | Reduce -7.5% | 23,766 | $10.1M |
| M&T Bank Corp | 0.03% | Reduce -1.4% | 23,685 | $10.1M |
| Oliver Lagore Vanvalin Investment Group | 2.55% | Add +8746.2% | 23,354 | $9.9M |
| Stratos Wealth Advisors, LLC | 0.47% | Reduce -1.9% | 23,293 | $9.9M |
| True Freedom Investing, LLC | 4.23% | — | 22,896 | $9.7M |
| Capital Management Associates, Inc | 3.57% | Add +1.8% | 22,386 | $9.5M |
| Cornerstone Wealth Management, LLC | 0.63% | Add +8.1% | 22,066 | $9.4M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +4.2% | 21,937 | $9.3M |
| Meridian Wealth Management, LLC | 0.44% | Add +2.2% | 21,924 | $9.3M |
| Thor Trading Advisors, LLC | 8.34% | — | 21,688 | $9.2M |
| Washington Capital Management, Inc. | 7.23% | No change | 21,499 | $9.1M |
| NTV Asset Management LLC | 1.19% | Add +1.5% | 21,258 | $9.0M |
| Arete Wealth Advisors, LLC | 0.65% | Add +28.8% | 21,134 | $9.0M |
| Sheaff Brock Investment Advisors, LLC | 0.75% | Add +0.5% | 20,373 | $8.7M |
| Ascension Capital Advisors, Inc. | 3.75% | New | 20,215 | $8.6M |
| Dohj, LLC | 1.98% | Add +69.3% | 20,109 | $8.6M |
| Allworth Financial LP | 0.05% | Reduce -3.0% | 19,234 | $8.5M |
| Oak Harvest Investment Services | 1.18% | Reduce -21.6% | 19,820 | $8.4M |
| Whittier Trust Co. | 0.11% | Reduce -5.4% | 19,661 | $8.4M |
| EWG Elevate Inc. | 2.54% | New | 19,626 | $8.4M |
| Snowden Capital Advisors LLC | 0.26% | Reduce -0.1% | 19,547 | $8.3M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -1.0% | 19,235 | $8.2M |
| Advisory Services Network, LLC | 0.15% | Add +3.8% | 19,219 | $8.2M |
| Tudor Financial Inc. | 4.75% | Reduce -0.0% | 19,097 | $8.1M |
| Pettinga Financial Advisors LLC | 1.82% | Add +30.7% | 18,878 | $8.0M |
| Kingswood Wealth Advisors, LLC | 0.60% | Add +700.3% | 18,824 | $8.0M |
| 1 North Wealth Services LLC | 3.35% | — | 18,601 | $7.9M |
| AAF Wealth Management, LLC | 3.91% | New | 18,232 | $7.8M |
| Jacksonville Wealth Management, LLC | 7.19% | — | 18,100 | $7.7M |
| MYDA Advisors LLC | 2.19% | New | 18,000 | $7.7M |
| Sowell Financial Services LLC | 0.40% | Add +26.4% | 17,902 | $7.6M |
| Chung Wu Investment Group, LLC | 7.63% | — | 17,815 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Reduce -51.4% | 17,677 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +1.4% | 17,634 | $7.5M |
| Foster Group, Inc. | 0.28% | Add +12.8% | 17,486 | $7.4M |
| Magnolia Capital Management Ltd. | 5.86% | No change | 17,355 | $7.4M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.8% | 17,170 | $7.3M |
| Independent Financial Group, LLC | 0.24% | Add +7.4% | 16,843 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -5.7% | 16,821 | $7.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -74.7% | 16,797 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +4.5% | 16,794 | $7.1M |
| King Wealth Management Group | 1.04% | Add +0.9% | 16,735 | $7.1M |
| Armbruster Capital Management, Inc. | 1.45% | Reduce -13.9% | 16,723 | $7.1M |
| Centaurus Financial, Inc. | 0.42% | Add +361.7% | 16,237 | $6.9M |
| Gladstone Institutional Advisory LLC | 0.32% | Reduce -7.2% | 16,190 | $6.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +250.7% | 15,888 | $6.7M |
| Harbour Investments, Inc. | 0.19% | Reduce -19.0% | 15,833 | $6.7M |
| Blue Bell Private Wealth Management, LLC | 1.28% | Reduce -0.1% | 15,785 | $6.7M |
| Cresset Asset Management, LLC | 0.03% | Reduce -40.6% | 15,733 | $6.7M |
| Regions Financial Corp. | 0.05% | Reduce -2.3% | 15,718 | $6.7M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -9.3% | 15,567 | $6.6M |
| Moloney Securities Asset Management, LLC | 0.89% | Add +1711.5% | 15,488 | $6.6M |
| Neuberger Berman Group LLC | 0.01% | Add +3.3% | 15,461 | $6.6M |
| IFP Advisors, Inc | 0.21% | Reduce -39.1% | 15,296 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.61% | Reduce -0.6% | 15,278 | $6.5M |
| Echo45 Advisors LLC | 4.22% | Reduce -25.1% | 15,063 | $6.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.18% | Add +57.4% | 15,083 | $6.4M |
| D.A. Davidson & Co. | 0.05% | Add +17.2% | 15,040 | $6.4M |
| Intergy Private Wealth, LLC | 2.38% | Add +0.8% | 14,999 | $6.4M |
| Fourth Dimension Wealth, LLC | 3.33% | — | 14,974 | $6.4M |
| Bremer Bank National Association | 1.26% | Reduce -0.1% | 14,934 | $6.4M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -8.8% | 14,903 | $6.3M |
| Iowa State Bank | 1.32% | No change | 14,870 | $6.3M |
| Curtis Advisory Group, LLC | 1.67% | Reduce -0.7% | 14,860 | $6.3M |
| Fortis Group Advisors, LLC | 1.17% | Add +12.3% | 14,821 | $6.3M |
| Frank, Rimerman Advisors LLC | 0.45% | Add +1.0% | 14,604 | $6.2M |
| Marex Group Ltd | 0.10% | New | 14,368 | $6.1M |
| Cwm, LLC | 0.02% | Add +115.5% | 14,118 | $6.0M |
| Alexis Investment Partners, LLC | 2.91% | — | 13,977 | $6.0M |
| Brown Advisory Inc. | 0.01% | Add +2.8% | 13,942 | $5.9M |
| Spire Wealth Management | 0.18% | Add +87.0% | 13,936 | $5.9M |
| RPS Advisory Solutions LLC | 3.69% | New | 13,921 | $5.9M |
| CVFG LLC | 5.36% | — | 13,805 | $5.9M |
| CoreCap Advisors, LLC | 0.26% | Add +610.9% | 13,585 | $5.8M |
| LM Advisors LLC | 1.04% | Add +2.0% | 13,479 | $5.8M |
| Guardian Asset Advisors, LLC | 3.68% | Reduce -12.3% | 13,463 | $5.7M |
| Birinyi Associates Inc. | 1.58% | Reduce -0.0% | 13,459 | $5.7M |
| Transcend Capital Advisors, LLC | 0.41% | Add +99.5% | 13,326 | $5.7M |
| Greenwich Wealth Management LLC | 0.40% | Reduce -0.0% | 13,316 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.32% | Add +1.9% | 12,796 | $5.6M |
| Summit Asset Management, LLC | 0.98% | Reduce -0.5% | 13,177 | $5.6M |
| Venture Visionary Partners LLC | 0.24% | Add +0.2% | 13,088 | $5.6M |
| Advisors Management Group Inc. | 1.31% | Add +0.1% | 13,048 | $5.6M |
| Lido Advisors, LLC | 0.03% | Reduce -9.1% | 12,937 | $5.5M |
| Cowa, LLC | 2.69% | Reduce -11.8% | 11,461 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.33% | Add +0.2% | 12,841 | $5.5M |
| IFG Advisors, LLC | 1.07% | Reduce -0.6% | 12,620 | $5.4M |
| Squarepoint Ops LLC | 0.01% | Reduce -76.2% | 12,620 | $5.4M |
| Ayalon Insurance Comp Ltd. | 1.65% | Add +2.5% | 12,510 | $5.3M |
| Absolute Capital Management, LLC | 2.92% | No change | 12,400 | $5.3M |
| Mission Creek Capital Partners, Inc. | 1.14% | Reduce -0.8% | 12,300 | $5.2M |
| Montag A & Associates Inc. | 0.25% | No change | 12,245 | $5.2M |
| Integrated Advisors Network LLC | 0.25% | Add +51.0% | 12,256 | $5.2M |
| American National Bank & Trust | 0.58% | Reduce -2.3% | 12,121 | $5.2M |
| Brighton Jones LLC | 0.15% | Add +10.2% | 12,054 | $5.1M |
| NewEdge Wealth, LLC | 0.09% | Add +201.1% | 12,030 | $5.1M |
| Bay Rivers Group | 2.47% | Add +0.7% | 11,974 | $5.1M |
| NorthCoast Asset Management LLC | 0.02% | Add +7.2% | 11,711 | $5.0M |
| Littlejohn Financial Services, Inc. | 4.42% | — | 11,598 | $4.9M |
| Composition Wealth, LLC | 0.10% | Add +0.0% | 11,506 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +0.0% | 11,427 | $4.9M |
| Nwam LLC | 0.30% | Add +1.5% | 11,426 | $4.9M |
| Insigneo Advisory Services, LLC | 0.50% | Add +6.8% | 11,309 | $4.8M |
| Smith Anglin Financial, LLC | 0.45% | Reduce -3.3% | 11,230 | $4.8M |
| Tortoise Investment Management, LLC | 0.50% | Reduce -1.6% | 11,132 | $4.7M |
| Narwhal Capital Management | 0.42% | Add +0.0% | 11,082 | $4.7M |
| Money Concepts Capital Corp. | 0.35% | New | 11,005 | $4.7M |
| Northern Financial Advisors Inc | 3.69% | Reduce -11.0% | 10,851 | $4.6M |
| Heritage Wealth Partners, LLC | 5.73% | Add +10.0% | 10,736 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -11.6% | 10,557 | $4.5M |
| Hilltop Holdings Inc. | 0.28% | Add +5.1% | 10,442 | $4.4M |
| Sharp Wealth Advisory, LLC | 3.36% | New | 10,406 | $4.4M |
| AtlasMark Financial, Inc | 4.07% | No change | 10,400 | $4.4M |
| Capital Advisory Group Advisory Services, LLC | 1.57% | Add +36.0% | 10,277 | $4.4M |
| Kovack Advisors, Inc. | 0.42% | Add +36.6% | 10,091 | $4.3M |
| Sigma Planning Corp | 0.13% | Add +20.0% | 9,950 | $4.2M |
| IHT Wealth Management, LLC | 0.13% | Reduce -0.9% | 9,721 | $4.1M |
| Kelleher Financial Advisors | 1.51% | No change | 9,393 | $4.0M |
| HB Wealth Management, LLC | 0.04% | Reduce -0.9% | 9,322 | $4.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.9% | 9,253 | $3.9M |
| CreativeOne Wealth, LLC | 0.12% | Add +34.6% | 9,041 | $3.8M |
| Summit Wealth Partners, LLC | 0.78% | Reduce -0.3% | 8,982 | $3.8M |
| Foresight Capital Management Advisors, Inc. | 2.23% | Add +0.5% | 8,953 | $3.8M |
| PKS Advisory Services, LLC | 0.95% | — | 8,980 | $3.8M |
| GFS Advisors, LLC | 0.58% | Reduce -4.0% | 8,948 | $3.8M |
| Tufton Capital Management | 0.71% | Reduce -1.6% | 8,826 | $3.8M |
| Capital Wealth Alliance, LLC | 2.13% | Add +2.7% | 8,822 | $3.8M |
| Belpointe Asset Management LLC | 0.23% | Reduce -44.3% | 9,014 | $3.8M |
| AlphaStar Capital Management, LLC | 0.39% | Add +8.1% | 8,790 | $3.7M |
| Stelac Advisory Services LLC | 1.45% | Reduce -1.3% | 8,723 | $3.7M |
| Greenup Street Wealth Management LLC | 0.74% | New | 8,699 | $3.7M |
| Serenus Wealth Advisors, LLC | 0.64% | — | 8,651 | $3.7M |
| Bank of Nova Scotia | 0.01% | Reduce -6.9% | 8,629 | $3.7M |
| Schnieders Capital Management LLC | 0.73% | Reduce -1.4% | 8,562 | $3.6M |
| Main Street Financial Solutions, LLC | 0.36% | Add +3.7% | 8,557 | $3.6M |
| Union Bancaire Privee, UBP SA | 0.07% | — | 8,864 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -5.2% | 8,454 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -3.7% | 8,405 | $3.6M |
| Brookstone Capital Management | 0.05% | Reduce -2.8% | 8,393 | $3.6M |
| International Assets Investment Management, LLC | 0.30% | Add +4.7% | 8,417 | $3.6M |
| Founders Financial Alliance, LLC | 0.98% | Add +0.4% | 8,376 | $3.6M |
| Harvest Investment Services, LLC | 0.87% | Add +82.4% | 8,375 | $3.6M |
| Fortune 45 LLC | 2.27% | Add +0.3% | 8,166 | $3.5M |
| Arkadios Wealth Advisors | 0.19% | Reduce -3.6% | 8,131 | $3.5M |
| Asset Dedication, LLC | 0.27% | Add +40.4% | 8,059 | $3.4M |
| Wedbush Securities Inc. | 0.12% | Reduce -23.0% | 8,026 | $3.4M |
| Balboa Wealth Partners | 0.78% | Add +84.9% | 7,961 | $3.4M |
| Novak & Powell Financial Services, Inc. | 2.01% | Reduce -6.4% | 7,923 | $3.4M |
| Canandaigua National Bank & Trust Co. | 0.33% | Reduce -2.0% | 7,896 | $3.4M |
| Meridian Investment Counsel Inc. | 1.00% | Add +1.8% | 7,862 | $3.3M |
| Compound Planning, Inc. | 0.17% | Add +12.0% | 7,789 | $3.3M |
| Lakeshore Capital Group, Inc. | 5.00% | — | 7,775 | $3.3M |
| Autumn Glory Partners, LLC | 1.62% | No change | 7,757 | $3.3M |
| Western Wealth Management, LLC | 0.18% | Add +1.0% | 7,702 | $3.3M |
| Point72 (DIFC) Ltd | 0.30% | New | 7,702 | $3.3M |
| Caldwell Trust Co | 0.34% | Reduce -2.6% | 7,612 | $3.2M |
| First Horizon Advisors, Inc. | 0.09% | Add +13.7% | 7,576 | $3.2M |
| Wealthspire Advisors, LLC | 0.03% | Add +8.9% | 7,482 | $3.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +1.7% | 7,465 | $3.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +18.4% | 7,195 | $3.2M |
| Savant Capital, LLC | 0.02% | Reduce -6.5% | 7,442 | $3.2M |
| Paloma Partners Management Co | 0.29% | Reduce -71.6% | 7,417 | $3.2M |
| Vivid Wealth Management, LLC | 1.57% | Reduce -1.3% | 7,293 | $3.1M |
| Summit Financial, LLC | 0.11% | Add +3.0% | 7,264 | $3.1M |
| Keybank National Association | 0.01% | Reduce -0.7% | 7,226 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +60.5% | 7,179 | $3.1M |
| Fiduciary Alliance LLC | 0.31% | Add +7.3% | 7,208 | $3.1M |
| Fingerlakes Wealth Management, Inc. | 2.46% | Reduce -0.2% | 7,169 | $3.1M |
| Letson Investment Management, Inc. | 1.23% | No change | 7,159 | $3.0M |
| World Investment Advisors | 0.08% | Add +1.9% | 7,142 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +50.7% | 6,967 | $3.0M |
| TrueWealth Advisors, LLC | 0.99% | Add +1.1% | 6,964 | $3.0M |
| SignalPoint Asset Management, LLC | 0.72% | Add +1.6% | 6,962 | $3.0M |
| Eaton Financial Holdings Company, LLC | 1.14% | Reduce -1.1% | 6,950 | $3.0M |
| Jefferies Financial Group Inc. | 0.03% | Reduce -2.1% | 6,942 | $3.0M |
| &partners | 0.04% | Add +40.7% | 6,893 | $2.9M |
| JTC Employer Solutions Trustee Ltd | 0.21% | Reduce -1.6% | 6,868 | $2.9M |
| Keystone Financial Group | 0.29% | Reduce -1.5% | 6,856 | $2.9M |
| Moon Capital Management LP | 2.19% | New | 6,773 | $2.9M |
| MAI Capital Management | 0.02% | Add +8.0% | 6,588 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -1.7% | 6,521 | $2.8M |
| Napa Wealth Management | 1.19% | New | 6,491 | $2.8M |
| Greenfield Savings Bank | 1.32% | Add +8.9% | 6,482 | $2.8M |
| Coastwise Capital Group, LLC | 2.20% | Add +0.8% | 6,482 | $2.8M |
| Saxony Capital Management, LLC | 2.40% | New | 6,413 | $2.7M |
| FSC Wealth Advisors, LLC | 1.75% | No change | 6,376 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Add +4.9% | 6,373 | $2.7M |
| Arvest Investments, Inc. | 0.43% | Add +2.9% | 6,304 | $2.7M |
| StoneX Group Inc. | 0.15% | Reduce -8.0% | 6,267 | $2.7M |
| Paragon Capital Management Inc. | 2.08% | New | 6,261 | $2.7M |
| BigSur Wealth Management LLC | 0.76% | No change | 6,204 | $2.6M |
| Cambridge Financial Group, LLC | 1.12% | Reduce -4.9% | 6,135 | $2.6M |
| Hudock, Inc. | 0.46% | Reduce -13.8% | 6,123 | $2.6M |
| Objective Capital Management, LLC | 1.74% | Add +0.1% | 6,102 | $2.6M |
| Group One Trading LLC | 0.09% | Add +2.5% | 6,039 | $2.6M |
| Sunbelt Securities, Inc. | 0.23% | Reduce -0.5% | 6,024 | $2.6M |
| SBI Securities Co., Ltd. | 0.08% | — | 5,980 | $2.5M |
| Citizens Financial Group Inc. | 0.05% | Reduce -1.6% | 5,952 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 5,947 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +60.1% | 5,932 | $2.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +123.7% | 5,926 | $2.5M |
| St. Clair Advisors, LLC | 0.72% | Reduce -1.4% | 5,869 | $2.5M |
| Crumly & Associates Inc. | 0.68% | No change | 5,844 | $2.5M |
| Empowered Funds, LLC | 0.04% | New | 5,808 | $2.5M |
| Miller Investment Management, LP | 0.27% | No change | 5,717 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.31% | No change | 5,699 | $2.4M |
| Fifth Third Bancorp | 0.01% | Reduce -1.6% | 5,664 | $2.4M |
| Equitable Trust Co. | 0.13% | New | 5,646 | $2.4M |
| NWF Advisory Services Inc. | 0.35% | Reduce -18.4% | 5,611 | $2.4M |
| Triumph Capital Management | 0.82% | Reduce -0.4% | 5,614 | $2.4M |
| Scotia Capital Inc. | 0.01% | Add +5.1% | 5,597 | $2.4M |
| Lowery Thomas, LLC | 1.55% | Reduce -1.3% | 5,581 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +12.2% | 5,574 | $2.4M |
| Asset Allocation Strategies LLC | 0.56% | Reduce -4.5% | 5,242 | $2.3M |
| Quadcap Wealth Management, LLC | 0.33% | Add +22.0% | 5,343 | $2.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +4.0% | 5,308 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +27.8% | 5,281 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +27.8% | 5,281 | $2.2M |
| RFG Advisory, LLC | 0.06% | Add +32.9% | 5,279 | $2.2M |
| Edge Capital Group, LLC | 0.10% | Reduce -97.0% | 157 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.28% | Add +0.0% | 5,253 | $2.2M |
| Bluespring Wealth Management, LLC | 0.23% | Reduce -6.5% | 5,211 | $2.2M |
| SouthState Bank Corp | 0.15% | No change | 5,208 | $2.2M |
| Waverly Advisors, LLC | 0.03% | Add +31.5% | 5,196 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.93% | Add +12.0% | 5,189 | $2.2M |
| RMR Wealth Builders | 0.23% | Reduce -1.7% | 5,187 | $2.2M |
| Edgestream Partners, L.P. | 0.09% | Reduce -49.4% | 5,175 | $2.2M |
| GWN Securities Inc. | 0.59% | — | 4,958 | $2.2M |
| Windsor Capital Management, LLC | 0.65% | Reduce -3.4% | 5,141 | $2.2M |
| Apexium Financial, LP | 0.13% | No change | 5,139 | $2.2M |
| Madison Park Capital Advisors, LLC | 1.74% | Reduce -2.3% | 5,128 | $2.2M |
| Advisory Alpha, LLC | 0.08% | Add +1.7% | 5,086 | $2.2M |
| American State Bank (Iowa) | 1.28% | No change | 4,992 | $2.1M |
| Merit Financial Group, LLC | 0.04% | Add +6.1% | 4,965 | $2.1M |
| Arvest Bank Trust Division | 0.13% | Reduce -12.7% | 4,950 | $2.1M |
| PFG Investments, LLC | 0.13% | Add +12.3% | 4,938 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -0.7% | 4,902 | $2.1M |
| Heritage Investors Management Corp. | 0.07% | Reduce -18.3% | 4,900 | $2.1M |
| Essex Financial Services, Inc. | 0.15% | Reduce -7.1% | 4,878 | $2.1M |
| CW Advisors, LLC | 0.03% | Add +64.6% | 4,867 | $2.1M |
| Second Half Financial Partners, LLC | 1.00% | Reduce -0.9% | 4,830 | $2.1M |
| Bank Hapoalim BM | 0.34% | Add +0.7% | 4,782 | $2.0M |
| Seamount Financial Group Inc. | 1.40% | Add +0.6% | 4,777 | $2.0M |
| Synovus Financial Corp. | 0.03% | Reduce -38.9% | 4,766 | $2.0M |
| Polymer Capital Management (HK) LTD | 0.35% | Add +763.6% | 4,750 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +22.2% | 4,748 | $2.0M |
| Certuity, LLC | 0.22% | Reduce -58.0% | 4,726 | $2.0M |
| Mill Creek Capital Advisors, LLC | 0.05% | No change | 4,693 | $2.0M |
| Mission Wealth Management, LP | 0.05% | Reduce -2.6% | 4,670 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +23.1% | 4,614 | $2.0M |
| Ieq Capital, LLC | 0.02% | Reduce -3.1% | 4,601 | $2.0M |
| Fidelis Capital Partners, LLC | 0.20% | New | 4,402 | $2.0M |
| 1ST Source Bank | 0.11% | New | 4,593 | $2.0M |
| Gray Wealth Management Inc. | 0.74% | Add +0.0% | 4,572 | $1.9M |
| Fifth Third Securities, Inc. | 0.16% | Add +24.8% | 4,558 | $1.9M |
| Country Club Bank | 0.13% | Reduce -4.3% | 4,554 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.26% | No change | 4,541 | $1.9M |
| Ancora Advisors LLC | 0.04% | Add +0.5% | 4,524 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -11.5% | 4,504 | $1.9M |
| Kaizen Financial Strategies | 1.09% | Reduce -1.5% | 4,515 | $1.9M |
| Flagstar Securities, Inc. | 0.48% | Add +2.1% | 4,480 | $1.9M |
| Moors & Cabot, Inc. | 0.09% | Add +9.4% | 4,458 | $1.9M |
| Sharper & Granite LLC | 0.82% | Add +20.6% | 4,385 | $1.9M |
| Secure Asset Management, LLC | 0.28% | Reduce -1.5% | 4,382 | $1.9M |
| Quantinno Capital Management LP | 0.02% | Add +2.0% | 4,319 | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 4,297 | $1.8M |
| Net Worth Advisory Group | 0.55% | Add +15.4% | 4,286 | $1.8M |
| Embree Financial Group | 0.31% | Add +0.2% | 4,284 | $1.8M |
| WealthBridge Capital Management, LLC | 0.51% | Add +0.0% | 4,283 | $1.8M |
| Patton Albertson Miller Group, LLC | 0.24% | Add +1.3% | 4,280 | $1.8M |
| Gallacher Capital Management LLC | 0.90% | Add +0.1% | 4,269 | $1.8M |
| Paulson Wealth Management Inc. | 0.49% | Reduce -19.4% | 4,193 | $1.8M |
| HRT Financial LP | 0.01% | New | 4,155 | $1.8M |
| Apriem Advisors | 0.20% | No change | 4,150 | $1.8M |
| Golden State Wealth Management, LLC | 0.26% | — | 4,132 | $1.8M |
| Farther Finance Advisors, LLC | 0.06% | Add +107.4% | 4,131 | $1.8M |
| Stokes Family Office, LLC | 0.19% | No change | 4,087 | $1.7M |
| BlackRock, Inc. | 0.00% | Add +631.6% | 4,031 | $1.7M |
| Lake Street Advisors Group, LLC | 0.08% | Add +0.1% | 4,001 | $1.7M |
| Ashford Advisors, LLC | 0.39% | No change | 4,000 | $1.7M |
| Verus Capital Partners, LLC | 0.16% | Add +13.1% | 3,988 | $1.7M |
| Westbourne Investments, Inc. | 1.00% | — | 3,985 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Add +0.1% | 3,975 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -1.3% | 3,971 | $1.7M |
| Leo Wealth, LLC | 0.15% | Add +0.3% | 3,967 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.34% | No change | 3,955 | $1.7M |
| Community Trust & Investment Co. | 0.10% | Add +1.3% | 3,951 | $1.7M |
| MFG Wealth Management, Inc. | 1.52% | — | 3,901 | $1.7M |
| NBT Bank, N.A. | 0.12% | Reduce -3.7% | 3,893 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +48.1% | 3,886 | $1.7M |
| Sage Advisors, LLC | 1.23% | Add +25.2% | 3,885 | $1.7M |
| Smith, Moore & Co. | 0.15% | Add +1.5% | 3,880 | $1.7M |
| HUB Investment Partners, LLC | 0.07% | Reduce -1.1% | 3,854 | $1.6M |
| Cambridge Advisors Inc. | 0.36% | Reduce -0.3% | 3,841 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 0.68% | Add +100.0% | 3,830 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +17.4% | 3,816 | $1.6M |
| Hansen & Associates Financial Group, Inc. | 0.82% | Reduce -9.7% | 3,749 | $1.6M |
| Strategic Blueprint, LLC | 0.10% | Add +49.7% | 3,787 | $1.6M |
| Alta Wealth Advisors LLC | 0.70% | Reduce -0.6% | 3,785 | $1.6M |
| Connecticut Wealth Management, LLC | 0.08% | Reduce -0.8% | 3,775 | $1.6M |
| Morton Capital Management LLC | 0.30% | No change | 3,771 | $1.6M |
| Roundview Capital LLC | 0.11% | Reduce -0.2% | 3,769 | $1.6M |
| Sage Capital Management, LLC | 0.81% | Add +6.9% | 3,766 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.49% | Add +14.7% | 3,753 | $1.6M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 3,750 | $1.6M |
| AQR Capital Management | 0.00% | Add +0.9% | 3,744 | $1.6M |
| Southland Equity Partners LLC | 0.37% | New | 3,733 | $1.6M |
| Centennial Bank | 0.75% | Reduce -3.9% | 3,725 | $1.6M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,717 | $1.6M |
| Global Retirement Partners, LLC | 0.04% | Reduce -27.5% | 3,667 | $1.6M |
| Csenge Advisory Group | 0.08% | Add +0.3% | 3,646 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.79% | Reduce -2.2% | 3,615 | $1.5M |
| Purus Wealth Management, LLC | 0.61% | Reduce -8.5% | 3,599 | $1.5M |
| Financial Life Planners | 1.28% | — | 3,587 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.8% | 3,579 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.8% | 3,568 | $1.5M |
| Bleakley Financial Group, LLC | 0.05% | Add +54.7% | 3,530 | $1.5M |
| Shay Capital LLC | 0.36% | New | 3,500 | $1.5M |
| Heritage Investment Group, Inc. | 0.28% | No change | 3,480 | $1.5M |
| FSM Wealth Advisors, LLC | 0.36% | Add +0.0% | 3,428 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Reduce -1.9% | 3,466 | $1.5M |
| FWG Holdings, LLC | 0.71% | Reduce -0.9% | 3,314 | $1.5M |
| QRG Capital Management, Inc. | 0.02% | Add +0.8% | 3,457 | $1.5M |
| Gen-Wealth Partners Inc | 0.63% | Add +6.5% | 3,439 | $1.5M |
| Cutter & CO Brokerage, Inc. | 0.36% | Add +0.4% | 3,432 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.8% | 3,430 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.36% | Reduce -0.2% | 3,427 | $1.5M |
| Auxano Advisors, LLC | 0.37% | No change | 3,414 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.21% | No change | 3,414 | $1.5M |
| Caprock Group, LLC | 0.05% | Reduce -0.3% | 3,395 | $1.4M |
| W.H. Cornerstone Investments Inc. | 0.96% | Reduce -1.1% | 3,394 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Reduce -26.9% | 3,389 | $1.4M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.3% | 3,374 | $1.4M |
| Boston Research & Management Inc. | 0.35% | No change | 3,367 | $1.4M |
| Cary Street Partners Financial LLC | 0.05% | — | 3,361 | $1.4M |
| Tiaa Trust, National Association | 0.00% | Add +7.0% | 3,360 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.69% | Reduce -73.2% | 3,343 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Reduce -37.2% | 3,334 | $1.4M |
| Optivise Advisory Services LLC | 0.76% | Add +16.6% | 3,314 | $1.4M |
| Fort Point Capital Partners LLC | 0.16% | Add +2.5% | 3,310 | $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 |
| WBH Advisory Inc. | 0.13% | Add +1.3% | 3,304 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +7.8% | 3,292 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | No change | 3,280 | $1.4M |
| Round Rock Advisors LLC | 0.28% | Add +0.2% | 3,244 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Reduce -26.6% | 3,229 | $1.4M |
| Fortune Financial Advisors, LLC | 1.24% | Add +0.4% | 3,197 | $1.4M |
| CRA Financial Services, LLC | 0.23% | Add +6.9% | 3,188 | $1.4M |
| Godsey & Gibb, Inc. | 0.14% | No change | 3,179 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +8.9% | 3,173 | $1.4M |
| Signaturefd, LLC | 0.03% | Add +0.1% | 3,120 | $1.3M |
| Good Life Advisors, LLC | 0.10% | Add +3.3% | 3,090 | $1.3M |
| Evoke Wealth, LLC | 0.04% | Reduce -10.4% | 3,070 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +149.9% | 3,044 | $1.3M |
| XTX Topco Ltd | 0.11% | New | 3,036 | $1.3M |
| Bank of Hawaii | 0.07% | Add +35.1% | 3,034 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Add +1.2% | 2,990 | $1.3M |
| Northern Capital Management, Inc. | 0.79% | No change | 3,023 | $1.3M |
| BluePointe Capital Management, LLC | 0.73% | No change | 3,006 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.1% | 2,993 | $1.3M |
| Well Done, LLC | 0.23% | No change | 2,980 | $1.3M |
| Lionsbridge Wealth Management LLC | 1.05% | Add +31.6% | 2,945 | $1.3M |
| NFSG Corp | 0.32% | Reduce -7.0% | 2,929 | $1.2M |
| BTS Asset Management, Inc. | 1.24% | Reduce -7.6% | 2,922 | $1.2M |
| Spring Capital Management, LLC | 0.74% | New | 2,920 | $1.2M |
| Fortitude Family Office, LLC | 0.44% | Add +605.8% | 2,915 | $1.2M |
| Eagle Capital Management, LLC | 0.50% | No change | 2,915 | $1.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.25% | Add +45.7% | 2,884 | $1.2M |
| Centiva Capital, LP | 0.05% | Reduce -74.5% | 2,857 | $1.2M |
| First City Capital Management, Inc. | 0.64% | Add +23.6% | 2,834 | $1.2M |
| Financial Advocates Investment Management | 0.07% | Add +0.3% | 2,801 | $1.2M |
| First PREMIER Bank | 0.30% | No change | 2,800 | $1.2M |
| Grandview Asset Management LLC | 0.44% | Add +1.6% | 2,797 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +6.3% | 2,782 | $1.2M |
| Wealth Management Partners, LLC | 0.51% | Add +0.4% | 2,777 | $1.2M |
| Valley National Advisers Inc. | 0.21% | Reduce -1.2% | 2,774 | $1.2M |
| Private Portfolio Partners LLC | 0.22% | Add +2.1% | 2,769 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +0.1% | 2,750 | $1.2M |
| Uptick Partners, LLC | 0.42% | Add +12.1% | 2,745 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +2.6% | 2,728 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -0.0% | 2,722 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +13.5% | 2,713 | $1.2M |
| Samalin Investment Counsel, LLC | 0.50% | Add +60.1% | 2,710 | $1.2M |
| Parallax Volatility Advisers, L.P. | 0.03% | New | 2,709 | $1.2M |
| Magnus Financial Group LLC | 0.11% | Reduce -0.7% | 2,683 | $1.1M |
| ZWJ Investment Counsel Inc. | 0.05% | Add +0.4% | 2,667 | $1.1M |
| Cozad Asset Management Inc. | 0.11% | Reduce -27.1% | 2,663 | $1.1M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -15.8% | 2,660 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -1.3% | 2,656 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +20.1% | 2,633 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.27% | Reduce -2.1% | 2,504 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Reduce -6.7% | 2,622 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +0.0% | 2,621 | $1.1M |
| CENTRAL TRUST Co | 0.03% | Reduce -15.5% | 2,608 | $1.1M |
| First National Trust Co | 0.04% | No change | 2,603 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -3.2% | 2,600 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.6% | 2,598 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +40.4% | 2,597 | $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 |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -3.8% | 2,572 | $1.1M |
| Peoples Bank | 0.76% | No change | 2,571 | $1.1M |
| Advanced Asset Management Advisors Inc | 0.29% | Reduce -1.7% | 2,565 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +0.1% | 2,547 | $1.1M |
| Larson Financial Group LLC | 0.06% | Add +0.0% | 2,543 | $1.1M |
| Citizens & Northern Corp. | 0.30% | No change | 2,543 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +11.2% | 2,505 | $1.1M |
| Bison Wealth, LLC | 0.23% | Add +5.0% | 2,483 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +318.5% | 2,465 | $1.0M |
| Northwest Financial Advisors | 0.86% | Add +0.4% | 2,461 | $1.0M |
| Widmann Financial Services, Inc. | 0.81% | No change | 2,455 | $1.0M |
| Saxon Interests, Inc. | 0.46% | Add +29.3% | 2,439 | $1.0M |
| Clear Point Advisors Inc. | 0.89% | Add +0.2% | 2,433 | $1.0M |
| SVB Wealth LLC | 0.02% | New | 2,431 | $1.0M |
| Kelman-Lazarov, Inc. | 0.19% | No change | 2,425 | $1.0M |
| Financial Alternatives, Inc | 0.72% | No change | 2,395 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +3.0% | 2,389 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -19.2% | 2,381 | $1.0M |
| Invesco Ltd. | 0.00% | New | 2,374 | $1.0M |
| Motco | 0.10% | No change | 2,358 | $1.0M |
| HBK Sorce Advisory LLC | 0.03% | Add +1.4% | 2,356 | $1.0M |
| Maxele Advisors, LLC | 0.96% | — | 2,355 | $1.0M |
| Peak Planning Group, LLC | 0.42% | Reduce -4.5% | 2,351 | $1.0M |
| Private Trust Co. NA | 0.10% | Add +7.0% | 2,323 | $988K |
| First Citizens Bank & Trust Co. | 0.02% | Add +0.1% | 2,310 | $983K |
| One Wealth Management Investment & Advisory Services, LLC | 1.55% | Add +16.1% | 2,304 | $980K |
| Zhang Financial LLC | 0.06% | No change | 2,303 | $980K |
| Financial Counselors Inc. | 0.01% | Add +0.1% | 2,269 | $965K |
| Lion Street Advisors, LLC | 0.31% | Add +16.8% | 2,251 | $958K |
| Regal Investment Advisors LLC | 0.07% | Add +27.4% | 2,225 | $947K |
| Constant Guidance Financial LLC | 0.82% | Add +70.0% | 2,224 | $946K |
| JFS Wealth Advisors, LLC | 0.06% | Add +7.2% | 2,221 | $945K |
| Selective Wealth Management, Inc. | 0.38% | Add +2.7% | 2,223 | $945K |
| XML Financial, LLC | 0.09% | Reduce -8.3% | 2,203 | $937K |
| Cambria Investment Management, L.P. | 0.06% | New | 2,182 | $928K |
| Lane & Associates LLC | 0.48% | Reduce -7.5% | 2,080 | $926K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -16.5% | 2,176 | $926K |
| Visionary Wealth Advisors | 0.05% | Add +10.1% | 2,170 | $923K |
| Dale Q Rice Investment Management Ltd | 0.40% | — | 2,160 | $919K |
| MinichMacGregor Wealth Management, LLC | 0.19% | Add +350.0% | 2,160 | $919K |
| Pacific Financial Group Inc. | 0.68% | Reduce -2.0% | 2,143 | $912K |
| JT Stratford LLC | 0.15% | Reduce -9.1% | 2,137 | $909K |
| Huntleigh Advisors, Inc. | 0.19% | — | 2,122 | $903K |
| Duncan Williams Asset Management, LLC | 0.35% | Add +0.1% | 2,101 | $894K |
| Pegasus Asset Management, Inc. | 0.34% | Reduce -1.5% | 2,096 | $892K |
| True North Advisors, LLC | 0.21% | Add +0.8% | 2,096 | $892K |
| KG Capital Management | 0.28% | Add +5.4% | 2,083 | $886K |
| Allie Family Office LLC | 0.49% | Reduce -12.3% | 2,078 | $885K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.8% | 2,079 | $885K |
| Florida Trust Wealth Management Co | 0.03% | No change | 2,077 | $884K |
| Gables Capital Management Inc. | 0.42% | Add +32.0% | 2,054 | $874K |
| Romano Brothers and Company | 0.11% | Reduce -0.5% | 2,052 | $873K |
| Bawa N Mallick Trust | 0.38% | — | 2,025 | $862K |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -5.0% | 2,022 | $860K |
| Drexel Morgan & Co. | 0.18% | No change | 2,000 | $851K |
| L.M. Kohn & Company | 0.22% | Reduce -1.3% | 1,980 | $842K |
| Glenmede Trust Co. NA | 0.00% | Add +1.6% | 1,964 | $836K |
| Duncker Streett & Co. Inc. | 0.15% | Add +0.1% | 1,948 | $829K |
| United Bank | 0.10% | No change | 1,944 | $827K |
| Cim, LLC | 0.12% | No change | 1,940 | $825K |
| Chicago Capital, LLC | 0.02% | New | 1,937 | $824K |
| SOL Capital Management CO | 0.09% | Reduce -2.5% | 1,930 | $821K |
| Stonebrook Private Inc. | 0.21% | Reduce -8.1% | 1,927 | $820K |
| Mutual Advisors, LLC | 0.02% | Reduce -68.0% | 1,894 | $817K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -10.0% | 1,836 | $816K |
| DGS Capital Management, LLC | 0.20% | Add +27.3% | 1,891 | $805K |
| Arkos Global Advisors | 0.12% | No change | 1,890 | $804K |
| Pension & Wealth Management Advisors, Inc. | 0.32% | New | 1,880 | $800K |
| 180 Wealth Advisors, LLC | 0.13% | No change | 1,876 | $798K |
| NCP Inc. | 0.41% | Add +18.2% | 1,867 | $794K |
| Earned Wealth Advisors, LLC | 0.25% | Add +0.3% | 1,859 | $791K |
| Farmers National Bank | 0.23% | — | 1,859 | $791K |
| LexAurum Advisors, LLC | 0.16% | Reduce -11.9% | 1,854 | $789K |
| Soundwatch Capital LLC | 0.08% | No change | 1,850 | $787K |
| Financial Futures Ltd Liability Co. | 0.45% | Reduce -7.6% | 1,849 | $787K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +26.0% | 1,848 | $786K |
| Acas, LLC | 0.58% | Add +36.7% | 1,733 | $778K |
| Key Client Fiduciary Advisors, LLC | 0.35% | Reduce -1.1% | 1,826 | $777K |
| American Investment Services, Inc. | 0.14% | Reduce -8.3% | 1,824 | $776K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | New | 1,820 | $774K |
| Holderness Investments Co. | 0.17% | Add +3.4% | 1,813 | $771K |
| Horizon Wealth Management, LLC | 0.13% | Reduce -81.7% | 1,810 | $770K |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | Add +239.6% | 1,800 | $766K |
| Hobbs Group Advisors, LLC | 0.29% | Add +0.4% | 1,793 | $763K |
| Sims Investment Management, LLC | 0.43% | — | 1,786 | $760K |
| Cypress Wealth Services, LLC | 0.15% | Add +11.2% | 1,783 | $759K |
| Innovative Wealth Building LLC | 0.68% | — | 1,773 | $755K |
| Fagan Associates, Inc. | 0.12% | No change | 1,766 | $751K |
| First Hawaiian Bank | 0.02% | No change | 1,762 | $750K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +37.1% | 1,751 | $745K |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 1,749 | $744K |
| HCR Wealth Advisors | 0.09% | Add +0.1% | 1,739 | $740K |
| Rothschild Investment LLC | 0.05% | Add +36.0% | 1,737 | $739K |
| Optima Capital LLC | 0.51% | — | 1,728 | $737K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 1,729 | $736K |
| Capital Advisors Inc. | 0.01% | Add +2.9% | 1,722 | $733K |
| Consolidated Capital Management, LLC | 0.32% | Add +0.6% | 1,721 | $732K |
| OMNI 360 Wealth, Inc. | 0.49% | Reduce -0.6% | 1,719 | $731K |
| HSBC Holdings PLC | 0.00% | Reduce -75.1% | 1,715 | $730K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $728K |
| Empower Advisory Group, LLC | 0.00% | Add +0.2% | 1,709 | $727K |
| Eastern Bank | 0.01% | No change | 1,707 | $726K |
| Albion Financial Group | 0.05% | Add +162.3% | 1,702 | $724K |
| Argentarii, LLC | 0.36% | — | 1,696 | $722K |
| Meritage Portfolio Management | 0.04% | No change | 1,693 | $720K |
| M3 Advisory Group, LLC | 0.51% | Add +1.3% | 1,689 | $719K |
| American Alpha Advisors, LLC | 0.65% | Add +5.0% | 1,688 | $718K |
| Summit X, LLC | 0.16% | Add +10.6% | 1,686 | $718K |
| Activest Wealth Management | 0.20% | Add +19.7% | 1,676 | $713K |
| Eldridge Investment Advisors, Inc. | 0.17% | Reduce -0.6% | 1,670 | $711K |
| Global Financial Private Client, LLC | 0.27% | Reduce -0.1% | 1,664 | $708K |
| GPS Wealth Strategies Group, LLC | 0.09% | Add +1.2% | 1,662 | $707K |
| Chokshi & Queen Wealth Advisors, Inc | 0.43% | — | 1,643 | $699K |
| Burns J W & Co. Inc. | 0.09% | Reduce -3.0% | 1,639 | $697K |
| Fogel Capital Management, Inc. | 0.35% | Reduce -3.1% | 1,638 | $697K |
| Sheets Smith Wealth Management | 0.09% | No change | 1,638 | $697K |
| Denver Wealth Management, Inc. | 0.31% | Reduce -1.0% | 1,637 | $696K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -6.9% | 1,631 | $694K |
| Howard Wealth Management, LLC | 0.38% | Reduce -9.5% | 1,629 | $693K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -1.2% | 1,629 | $693K |
| Valmark Advisers, Inc. | 0.01% | Add +29.1% | 1,626 | $692K |
| Sage Capital Advisors,llc | 0.18% | Add +0.4% | 1,618 | $688K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.4% | 1,611 | $686K |
| Bensler, LLC | 0.08% | Add +0.1% | 1,607 | $684K |
| DSG Capital Advisors, LLC | 0.12% | — | 1,592 | $677K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,510 | $673K |
| Sax Wealth Advisors, LLC | 0.05% | Reduce -11.8% | 1,577 | $671K |
| Per Stirling Capital Management, LLC. | 0.09% | No change | 1,569 | $668K |
| D L Carlson Investment Group Inc. | 0.12% | Reduce -2.4% | 1,568 | $667K |
| Quartz Partners, LLC | 0.40% | Add +17.5% | 1,561 | $664K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -24.8% | 1,556 | $662K |
| Sugarloaf Wealth Management, LLC | 0.13% | Reduce -47.3% | 1,555 | $662K |
| Roehl & Yi Investment Advisors, LLC | 0.36% | — | 1,545 | $657K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -0.6% | 1,543 | $657K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.2% | 1,541 | $656K |
| SkyOak Wealth, LLC | 0.14% | Add +0.1% | 1,536 | $654K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $649K |
| Fidelity D & D Bancorp Inc. | 0.43% | No change | 1,521 | $647K |
| Traction Financial Partners, LLC | 0.50% | Add +0.3% | 1,520 | $647K |
| WMS Partners, LLC | 0.04% | No change | 1,517 | $645K |
| First Financial Corp. | 0.30% | No change | 1,512 | $643K |
| Howard Capital Management, LLC | 0.01% | Add +6.3% | 1,510 | $643K |
| Aventura Private Wealth, LLC | 0.35% | — | 1,508 | $642K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $639K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +122.7% | 1,501 | $639K |
| Primoris Wealth Advisors, LLC | 0.49% | No change | 1,500 | $638K |
| Destination Wealth Management | 0.02% | Add +0.1% | 1,498 | $637K |
| JDM Financial Group LLC | 0.33% | No change | 1,490 | $634K |
| Schneider Downs Wealth Management Advisors, LP | 0.12% | No change | 1,462 | $622K |
| Trust Co. of Vermont | 0.03% | Reduce -7.0% | 1,456 | $620K |
| Salem Investment Counselors Inc. | 0.02% | No change | 1,449 | $618K |
| J. Safra Sarasin Holding AG | 0.01% | New | 1,450 | $617K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.35% | No change | 1,445 | $615K |
| Chicago Partners Investment Group LLC | 0.02% | Add +2.7% | 1,441 | $614K |
| Compass Wealth Management LLC | 0.15% | Reduce -1.4% | 1,442 | $614K |
| Oxinas Partners, LLC | 0.35% | Add +135.7% | 1,421 | $604K |
| Donald L. Hagan, LLC | 0.31% | No change | 1,407 | $599K |
| Financial Guidance Group, Inc. | 0.33% | No change | 1,406 | $598K |
| Founders Capital Management | 0.38% | Add +0.7% | 1,403 | $597K |
| Vishria Bird Financial Group, LLC | 0.21% | No change | 1,401 | $596K |
| Principal Securities, Inc. | 0.01% | Add +23.8% | 1,400 | $596K |
| Compass Planning Associates Inc | 0.60% | — | 1,390 | $591K |
| Wealthspire Retirement, LLC | 0.05% | Add +7.2% | 1,387 | $590K |
| Haven Private, LLC | 0.33% | — | 1,381 | $587K |
| World Equity Group, Inc. | 0.13% | Add +98.6% | 1,376 | $585K |
| High Net Worth Advisory Group LLC | 0.16% | Add +0.2% | 1,375 | $585K |
| Bordeaux Wealth Advisors LLC | 0.09% | No change | 1,375 | $585K |
| Weaver Consulting Group | 0.18% | No change | 1,371 | $584K |
| Powers Advisory Group, LLC | 0.29% | No change | 1,371 | $583K |
| Thoma Capital Management LLC | 0.40% | — | 1,370 | $583K |
| Traphagen Investment Advisors LLC | 0.06% | No change | 1,368 | $582K |
| Signal Advisors Wealth, LLC | 0.07% | Add +0.7% | 1,363 | $582K |
| Orrstown Financial Services Inc. | 0.16% | No change | 1,358 | $578K |
| Grantvest Financial Group LLC | 0.65% | — | 1,357 | $578K |
| Quantum Private Wealth, LLC | 0.18% | No change | 1,352 | $575K |
| Marks Group Wealth Management, Inc | 0.06% | Add +51.3% | 1,342 | $571K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +2.7% | 1,340 | $570K |
| Geneos Wealth Management Inc. | 0.02% | No change | 1,340 | $570K |
| Olistico Wealth, LLC | 0.33% | Add +17.7% | 1,339 | $570K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $568K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $568K |
| Enzi Wealth | 0.21% | Reduce -0.2% | 1,277 | $564K |
| Nottingham Advisors, Inc. | 0.07% | No change | 1,321 | $562K |
| PEAK6 LLC | 0.02% | — | 1,315 | $559K |
| American Trust | 0.04% | New | 1,307 | $556K |
| Total Investment Management Inc. | 0.08% | No change | 1,306 | $556K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.1% | 1,306 | $556K |
| D.B. Root & Company, LLC | 0.18% | Add +85.5% | 1,302 | $554K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 1,300 | $553K |
| Tidal Investments LLC | 0.00% | Reduce -67.3% | 1,296 | $551K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 1,294 | $550K |
| Bluesphere Advisors LLC | 0.27% | No change | 1,290 | $549K |
| Alpha Cubed Investments, LLC | 0.02% | Add +98.8% | 1,272 | $541K |
| Am Investment Strategies LLC | 0.13% | Add +0.1% | 1,271 | $541K |
| BIP Wealth, LLC | 0.04% | Add +4.1% | 1,270 | $540K |
| Eagle Strategies LLC | 0.09% | Add +39.0% | 1,258 | $535K |
| Stonebridge Financial Group, LLC | 0.06% | — | 1,253 | $533K |
| Walkner Condon Financial Advisors LLC | 0.11% | No change | 1,253 | $533K |
| LWM Advisory Services, LLC | 0.37% | No change | 1,251 | $532K |
| LJI Wealth Management, LLC | 0.10% | No change | 1,250 | $532K |
| Seven Mile Advisory | 0.34% | Add +70.3% | 1,250 | $532K |
| Perennial Investment Advisors, LLC | 0.06% | Add +28.5% | 1,249 | $531K |
| Court Place Advisors, LLC | 0.17% | No change | 1,244 | $529K |
| Bessemer Group Inc. | 0.00% | Add +72.8% | 1,244 | $529K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +19.4% | 1,232 | $524K |
| Diversified Enterprises, LLC | 0.05% | Reduce -4.3% | 1,231 | $524K |
| Redwood Financial Network Corp | 0.39% | Reduce -5.7% | 1,229 | $523K |
| Foguth Wealth Management, LLC. | 0.14% | Reduce -12.3% | 1,171 | $520K |
| Okabena Investment Services Inc. | 0.14% | New | 1,220 | $519K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $516K |
| TBH Global Asset Management, LLC | 0.12% | Add +0.1% | 1,206 | $513K |
| Narus Financial Partners, LLC | 0.17% | Reduce -8.8% | 1,200 | $511K |
| Private Capital Management, LLC | 0.05% | No change | 1,200 | $511K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -7.7% | 1,200 | $511K |
| Lindbrook Capital, LLC | 0.05% | No change | 1,199 | $510K |
| Assetmark, Inc. | 0.00% | Add +57.0% | 1,193 | $508K |
| Kaydan Wealth Management, Inc. | 0.17% | No change | 1,184 | $504K |
| Schrum Private Wealth Management LLC | 0.43% | Reduce -46.3% | 1,182 | $503K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $502K |
| Grassi Investment Management | 0.04% | Add +0.2% | 1,178 | $501K |
| Plancorp, LLC | 0.02% | Add +0.3% | 1,177 | $501K |
| Keystone Wealth Services, LLC | 0.13% | No change | 1,173 | $499K |
| Canandaigua National Trust Co of Florida | 0.39% | No change | 1,164 | $495K |
| Wealthspan Partners, LLC | 0.24% | Reduce -9.3% | 1,158 | $493K |
| Garde Capital, Inc. | 0.03% | New | 1,154 | $491K |
| HBW Advisory Services LLC | 0.05% | Add +8.2% | 1,152 | $490K |
| Howe & Rusling Inc. | 0.04% | Reduce -7.5% | 1,151 | $490K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.12% | No change | 1,147 | $489K |
| Revisor Wealth Management LLC | 0.45% | Add +19.6% | 1,141 | $489K |
| Executive Wealth Management, LLC | 0.04% | Reduce -2.6% | 1,142 | $486K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $485K |
| Fortitude Advisory Group L.L.C. | 0.29% | Reduce -4.7% | 1,140 | $485K |
| Ring Mountain Capital, LLC | 0.32% | — | 1,136 | $483K |
| Athena Investment Management | 0.28% | No change | 1,133 | $482K |
| Bedell Frazier Investment Counselling, LLC | 0.12% | No change | 1,132 | $482K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,132 | $482K |
| Diversified Trust Co. | 0.01% | Reduce -28.6% | 1,130 | $481K |
| Global Trust Asset Management, LLC | 0.18% | Reduce -11.0% | 1,130 | $481K |
| Strait & Sound Wealth Management LLC | 0.22% | Reduce -14.1% | 1,124 | $478K |
| Delta Capital Management LLC | 0.28% | New | 1,120 | $477K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $476K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 1,118 | $476K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $476K |
| Burney Co./ | 0.02% | Reduce -8.2% | 1,116 | $475K |
| Carolinas Wealth Consulting LLC | 0.09% | No change | 1,110 | $474K |
| Garda Capital Partners LP | 0.38% | Add +36.6% | 1,111 | $473K |
| Maiden Cove Capital, LLC | 0.72% | Add +0.4% | 1,109 | $472K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | No change | 1,108 | $471K |
| Campbell Deegan Wealth Management, LLC | 0.56% | — | 1,105 | $470K |
| Opinicus Capital, Inc. | 0.40% | Add +0.5% | 1,105 | $470K |
| Pinnacle Wealth Management Group, Inc. | 0.29% | Reduce -0.7% | 1,103 | $469K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $469K |
| Scharf Investments, LLC | 0.01% | No change | 1,095 | $466K |
| Oxford Financial Group, LTD. LLC | 0.03% | Reduce -10.6% | 1,077 | $458K |
| Warner Financial, Inc. | 0.20% | Add +0.1% | 1,075 | $458K |
| Fairvoy Private Wealth, LLC | 0.12% | — | 1,076 | $458K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.3% | 1,068 | $454K |
| Callan Capital, LLC | 0.03% | Add +85.2% | 1,065 | $453K |
| Crewe Advisors LLC | 0.06% | No change | 1,062 | $452K |
| Moseley Investment Management Inc. | 0.18% | New | 1,060 | $451K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,052 | $448K |
| Ameriflex Group, Inc. | 0.20% | — | 993 | $442K |
| Gsa Capital Partners LLP | 0.03% | Reduce -17.2% | 1,038 | $442K |
| Agf Management Ltd. | 0.00% | No change | 1,035 | $440K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,027 | $437K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $435K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $434K |
| Alteri Wealth LLC | 0.12% | — | 1,016 | $432K |
| Riverbend Wealth Management, LLC | 0.38% | — | 1,002 | $427K |
| Continuum Advisory, LLC | 0.05% | Add +36.8% | 1,004 | $427K |
| GenTrust, LLC | 0.02% | Add +67.4% | 1,001 | $427K |
| Dunhill Financial, LLC | 0.20% | Add +59.8% | 1,002 | $426K |
| Investment Partners Asset Management, Inc. | 0.33% | Add +0.5% | 1,001 | $426K |
| Successful Portfolios LLC | 0.28% | No change | 1,000 | $426K |
| Bradley & Co. Private Wealth Management, LLC | 0.27% | — | 1,000 | $426K |
| Ipswich Investment Management Co., Inc. | 0.10% | No change | 1,000 | $426K |
| Freestate Advisors LLC | 0.44% | No change | 999 | $425K |
| Spinnaker Trust | 0.03% | No change | 998 | $425K |
| Claro Advisors Inc. | 0.06% | Reduce -0.4% | 997 | $424K |
| TCFG Wealth Management, LLC | 0.21% | Add +0.3% | 995 | $423K |
| Aprio Wealth Management, LLC | 0.06% | Add +0.3% | 985 | $419K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.1% | 999 | $419K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | No change | 984 | $419K |
| Element Wealth, LLC | 0.22% | Reduce -2.3% | 983 | $418K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.0% | 977 | $416K |
| BlackDiamond Wealth Management, LLC | 0.24% | Reduce -0.4% | 975 | $415K |
| Red Door Wealth Management, LLC | 0.06% | Reduce -23.5% | 975 | $415K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | No change | 974 | $414K |
| Sierra Capital LLC | 0.05% | No change | 955 | $406K |
| Vista Investment Partners LLC | 0.13% | Add +0.4% | 951 | $405K |
| Vigilare Wealth Management | 0.16% | Add +0.2% | 950 | $404K |
| Peak Asset Management, LLC | 0.07% | No change | 949 | $404K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 942 | $402K |
| CGN Advisors LLC | 0.04% | No change | 944 | $402K |
| Patten & Patten Inc. | 0.03% | Add +5.6% | 941 | $400K |
| First Trust Advisors LP | 0.00% | New | 939 | $399K |
| Unionview, LLC | 0.29% | Add +0.4% | 937 | $399K |
| Cornerstone Advisory, LLC | 0.05% | Add +3.4% | 892 | $398K |
| Sound Income Strategies, LLC | 0.02% | Add +0.5% | 932 | $397K |
| Kellett Wealth Advisors, LLC | 0.27% | Reduce -0.3% | 927 | $395K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -46.5% | 926 | $394K |
| W Advisors, LLC | 0.24% | No change | 925 | $394K |
| IPG Investment Advisors LLC | 0.09% | Add +25.1% | 921 | $393K |
| WESPAC Advisors, LLC | 0.29% | New | 913 | $388K |
| Paradigm Capital Management, LLC | 0.37% | Reduce -1.1% | 911 | $388K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $388K |
| Fortis Capital Advisors, LLC | 0.13% | Add +6.3% | 931 | $387K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +23.9% | 906 | $386K |
| Hubbell Strickland Wealth Management, LLC | 0.18% | Reduce -3.3% | 905 | $385K |
| Keeley-Teton Advisors, LLC | 0.04% | No change | 900 | $383K |
| Park Avenue Securities LLC | 0.00% | New | 896 | $381K |
| Rakuten Securities, Inc. | 0.15% | Add +418.6% | 892 | $380K |
| One Capital Management, LLC | 0.01% | Add +0.2% | 892 | $380K |
| Laffer Tengler Investments, Inc. | 0.09% | Add +27.0% | 889 | $378K |
| Marcum Wealth, LLC | 0.03% | New | 886 | $377K |
| AllSquare Wealth Management LLC | 0.22% | No change | 886 | $377K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 886 | $377K |
| AdvisorNet Financial, Inc | 0.03% | No change | 886 | $377K |
| Winthrop Advisory Group LLC | 0.04% | No change | 882 | $375K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -10.6% | 838 | $375K |
| Apella Capital, LLC | 0.01% | Add +5.6% | 880 | $374K |
| WealthPlan Investment Management, LLC | 0.04% | Add +60.6% | 880 | $374K |
| Meridian Management Co. | 0.10% | Reduce -1.5% | 877 | $373K |
| Waldron Private Wealth LLC | 0.01% | No change | 877 | $373K |
| Highline Wealth Partners LLC | 0.12% | Reduce -2.5% | 876 | $373K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +0.1% | 865 | $368K |
| Evermay Wealth Management LLC | 0.06% | No change | 861 | $367K |
| Purkiss Capital Advisors LLC | 0.32% | — | 860 | $366K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | No change | 857 | $365K |
| Granite FO LLC | 0.21% | No change | 855 | $364K |
| Monterey Private Wealth, Inc. | 0.12% | Reduce -0.1% | 849 | $361K |
| Freedom Financial Partners LLC | 0.17% | — | 846 | $360K |
| Cooper Financial Group | 0.04% | Add +1.3% | 846 | $360K |
| Pacific Sun Financial Corp | 0.20% | No change | 845 | $360K |
| Monument Capital Management | 0.10% | No change | 845 | $360K |
| BSW Wealth Partners | 0.05% | New | 845 | $360K |
| Northeast Planning Associates, Inc. / NH / | 0.37% | — | 836 | $356K |
| Sandy Spring Bank | 0.01% | No change | 836 | $356K |
| Mather Group, Llc. | 0.00% | No change | 836 | $356K |
| Clare Market Investments LLC | 0.08% | Add +0.4% | 834 | $355K |
| Innova Wealth Partners | 0.22% | New | 834 | $355K |
| KFG Wealth Management, LLC | 0.07% | No change | 834 | $355K |
| Hutchinson Capital Management | 0.07% | Reduce -6.6% | 833 | $354K |
| WNY Asset Management, LLC | 0.04% | Reduce -9.2% | 833 | $354K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -1.3% | 833 | $354K |
| Root Financial Partners, LLC | 0.04% | Add +6.0% | 831 | $354K |
| RIA Advisory Group LLC | 0.12% | Reduce -3.7% | 831 | $353K |
| First National Bank Sioux Falls | 0.15% | Reduce -44.8% | 828 | $352K |
| Banco BTG Pactual S.A. | 0.08% | No change | 823 | $349K |
| Prosperity Planning, Inc. | 0.16% | Add +0.3% | 812 | $346K |
| Pacific Center for Financial Services | 0.09% | Reduce -2.5% | 812 | $345K |
| TradeWell Securities, LLC. | 0.18% | — | 811 | $345K |
| Alpha Advisors, LLC | 0.35% | — | 808 | $344K |
| Smithfield Trust Co | 0.02% | No change | 805 | $343K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 801 | $342K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $341K |
| Pitti Group Wealth Management, LLC | 0.35% | Add +4.3% | 802 | $341K |
| Tandem Investment Partners LLC | 0.33% | — | 800 | $340K |
| Floyd Financial Group LLC | 0.28% | — | 807 | $338K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -5.4% | 790 | $336K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 800 | $335K |
| Octavia Wealth Advisors, LLC | 0.04% | No change | 785 | $335K |
| PFG Advisors | 0.02% | Reduce -2.4% | 785 | $334K |
| Fisher Asset Management | 0.00% | Add +57.1% | 784 | $334K |
| Chemistry Wealth Management LLC | 0.08% | No change | 781 | $332K |
| Smith Thornton Advisors LLC | 0.21% | No change | 779 | $331K |
| Vista Capital Partners, Inc. | 0.04% | New | 777 | $331K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $330K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 775 | $330K |
| Parisi Gray Wealth Management | 0.10% | Add +0.4% | 773 | $329K |
| Wedmont Private Capital | 0.02% | Reduce -45.7% | 782 | $328K |
| Matauro, LLC | 0.07% | — | 770 | $328K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 766 | $327K |
| Ranch Capital Advisors Inc. | 0.15% | Reduce -3.4% | 768 | $327K |
| Townsend Asset Management Corp. /NC/ | 0.12% | Add +0.4% | 768 | $327K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -8.2% | 765 | $326K |
| Main Street Research LLC | 0.02% | Add +19.4% | 764 | $326K |
| Aspire Capital Advisors LLC | 0.09% | Add +0.3% | 765 | $326K |
| Ibex Wealth Advisors | 0.04% | New | 762 | $324K |
| Mattern Wealth Management LLC | 0.07% | Reduce -30.0% | 759 | $323K |
| Wealthcare Capital Management LLC | 0.03% | No change | 759 | $323K |
| Aspiriant, LLC | 0.01% | No change | 758 | $323K |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -1.8% | 755 | $321K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +0.7% | 750 | $319K |
| Palisade Asset Management, LLC | 0.03% | No change | 750 | $319K |
| Sage Financial Group Inc. | 0.03% | No change | 750 | $319K |
| CPC Advisors, LLC | 0.04% | No change | 749 | $319K |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 749 | $319K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $318K |
| KPP Advisory Services LLC | 0.07% | Reduce -32.6% | 745 | $317K |
| Ridgecrest Wealth Partners, LLC | 0.17% | Reduce -28.5% | 744 | $317K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -10.6% | 744 | $317K |
| Atlas Legacy Advisors, LLC | 0.08% | — | 743 | $316K |
| Ellerson Group Inc. | 0.23% | No change | 740 | $315K |
| Forum Financial Management, LP | 0.01% | Reduce -5.9% | 738 | $314K |
| Keebeck Wealth Management | 0.04% | Reduce -16.2% | 730 | $312K |
| Total Clarity Wealth Management, Inc. | 0.10% | New | 727 | $310K |
| Kozak & Associates, Inc. | 0.07% | Reduce -15.2% | 724 | $309K |
| Warwick Investment Management, Inc. | 0.06% | Reduce -2.4% | 724 | $308K |
| Deutsche Bank AG | 0.00% | No change | 717 | $305K |
| First National Bank of Omaha | 0.02% | No change | 717 | $305K |
| High Note Wealth, LLC | 0.08% | No change | 715 | $304K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 710 | $303K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -4.6% | 710 | $302K |
| BNC Wealth Management, LLC | 0.10% | Reduce -12.2% | 705 | $300K |
| Wingate Wealth Advisors, Inc. | 0.29% | — | 704 | $299K |
| Americana Partners, LLC | 0.01% | No change | 702 | $299K |
| Lafayette Investments, Inc. | 0.06% | New | 701 | $298K |
| Rockbridge Investment Management, LCC | 0.04% | No change | 700 | $298K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $298K |
| Francis Financial, Inc. | 0.07% | No change | 691 | $294K |
| Latitude Advisors, LLC | 0.17% | New | 691 | $294K |
| Aldebaran Financial Inc. | 0.34% | Reduce -13.1% | 690 | $294K |
| ShankerValleau Wealth Advisors, Inc. | 0.09% | No change | 690 | $294K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 653 | $293K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 685 | $291K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -0.3% | 683 | $291K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +7.2% | 681 | $290K |
| Ascentis Independent Advisors | 0.06% | No change | 681 | $290K |
| Maple Capital Management, Inc. | 0.02% | New | 679 | $289K |
| Fortem Financial Group, LLC | 0.11% | Reduce -10.7% | 675 | $287K |
| Richards, Merrill & Peterson, Inc. | 0.15% | — | 675 | $287K |
| GeoWealth Management, LLC | 0.01% | Add +114.0% | 674 | $287K |
| Neumann Capital Management, LLC | 0.10% | No change | 672 | $286K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.9% | 667 | $284K |
| Heritage Wealth Advisors | 0.01% | No change | 666 | $283K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -1.5% | 665 | $283K |
| Marshall Financial Group, LLC | 0.07% | No change | 661 | $281K |
| Smith Salley Wealth Management | 0.02% | No change | 659 | $280K |
| O'ROURKE & COMPANY, Inc | 0.14% | Add +0.1% | 658 | $280K |
| John W. Brooker & Co., CPAs | 0.12% | Reduce -3.0% | 657 | $280K |
| Focused Wealth Management, Inc | 0.04% | Reduce -0.8% | 656 | $279K |
| PCG Wealth Advisors, LLC | 0.10% | No change | 655 | $279K |
| Encompass More Asset Management | 0.09% | New | 653 | $278K |
| Old National Bancorp | 0.01% | Reduce -13.1% | 652 | $277K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +11.8% | 652 | $277K |
| WealthShield Partners, LLC | 0.04% | Reduce -40.9% | 651 | $277K |
| PCG Asset Management, LLC | 0.24% | — | 651 | $277K |
| Councilmark Asset Management, LLC | 0.19% | No change | 650 | $277K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $277K |
| Quest 10 Wealth Builders, Inc. | 0.28% | — | 650 | $276K |
| Parkworth Wealth Management, Inc. | 0.23% | — | 648 | $276K |
| Global Assets Advisory, LLC | 0.15% | No change | 645 | $273K |
| GW&K Investment Management, LLC | 0.00% | New | 639 | $272K |
| Mystic Asset Management, Inc. | 0.07% | Add +0.8% | 637 | $271K |
| First United Bank & Trust | 0.10% | Reduce -9.3% | 636 | $271K |
| Nadler Financial Group, Inc. | 0.03% | New | 636 | $271K |
| Marmo Financial Group, LLC | 0.15% | No change | 633 | $269K |
| Strategic Financial Concepts, LLC | 0.05% | Add +7.5% | 631 | $269K |
| Liberty Wealth Management LLC | 0.04% | No change | 630 | $268K |
| Evensky & Katz LLC | 0.02% | Reduce -5.1% | 631 | $268K |
| Financial Advisors Network, Inc. | 0.04% | — | 628 | $267K |
| Accredited Investors Inc. | 0.02% | Add +18.9% | 628 | $267K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -18.9% | 627 | $267K |
| Accelerate Investment Advisors LLC | 0.23% | New | 626 | $266K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 626 | $266K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 624 | $266K |
| TrinityPoint Wealth, LLC | 0.04% | Add +6.7% | 624 | $266K |
| Black Diamond Financial, LLC | 0.04% | Add +0.5% | 622 | $265K |
| Everhart Financial Group, Inc. | 0.05% | No change | 618 | $263K |
| Vantage Point Financial LLC | 0.14% | — | 617 | $263K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 616 | $262K |
| Excalibur Management Corp. | 0.10% | New | 612 | $260K |
| Freedom Investment Management, Inc. | 0.02% | Add +3.9% | 612 | $260K |
| Avalon Capital Management | 0.08% | Add +8.0% | 611 | $260K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $259K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 608 | $259K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 608 | $259K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 608 | $259K |
| Front Row Advisors LLC | 0.09% | No change | 605 | $258K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Add +0.3% | 604 | $258K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -27.0% | 606 | $258K |
| North Star Investment Management Corp. | 0.02% | No change | 605 | $257K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -5.2% | 605 | $257K |
| Donaldson Capital Management, LLC | 0.01% | Add +25.0% | 605 | $257K |
| Accel Wealth Management | 0.10% | Reduce -0.8% | 604 | $257K |
| Powell Investment Advisors, LLC | 0.12% | No change | 600 | $256K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $256K |
| Argent Trust Co | 0.01% | No change | 601 | $256K |
| WPWealth LLP | 0.05% | Reduce -39.7% | 601 | $256K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $255K |
| Bfsg, LLC | 0.03% | Add +9.5% | 598 | $254K |
| Whitcomb & Hess, Inc. | 0.08% | No change | 597 | $254K |
| Harbor Group, Inc. | 0.06% | No change | 595 | $253K |
| ORG Partners LLC | 0.04% | Add +495.0% | 595 | $253K |
| PDS Planning, Inc | 0.02% | Reduce -0.8% | 592 | $252K |
| Slagle Financial, LLC | 0.11% | Add +0.3% | 591 | $252K |
| Beck Capital Management, LLC | 0.07% | Add +28.8% | 591 | $251K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $251K |
| Elite Life Management LLC | 0.74% | No change | 588 | $250K |
| Obermeyer Wealth Partners | 0.01% | No change | 587 | $250K |
| Richard P Slaughter Associates Inc | 0.06% | No change | 585 | $249K |
| Aire Advisors, LLC | 0.05% | Add +10.0% | 585 | $249K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -7.4% | 585 | $249K |
| Appleton Partners Inc. | 0.02% | Reduce -7.9% | 582 | $248K |
| Atlantic Private Wealth, LLC | 0.19% | Add +0.5% | 583 | $248K |
| Hayek Kallen Investment Management | 0.09% | Add +3.6% | 581 | $247K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -1.9% | 579 | $246K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 575 | $245K |
| New Wave Wealth Advisors LLC | 0.10% | New | 575 | $245K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 575 | $245K |
| Gibson Capital, LLC | 0.05% | No change | 575 | $245K |
| Integrity Wealth Solutions LLC | 0.14% | Add +0.3% | 572 | $244K |
| Banco Santander, S.A. | 0.00% | Reduce -69.1% | 572 | $243K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +76.7% | 569 | $242K |
| Regent Peak Wealth Advisors LLC | 0.05% | Reduce -0.7% | 569 | $242K |
| Revolve Wealth Partners, LLC | 0.04% | Add +0.2% | 567 | $241K |
| Wade Financial Advisory, Inc | 0.08% | New | 565 | $240K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $240K |
| Burk Holdings LLC | 0.19% | — | 564 | $240K |
| Maltin Wealth Management, Inc. | 0.12% | No change | 564 | $240K |
| Sovran Advisors, LLC | 0.03% | — | 564 | $240K |
| Tull Financial Group, Inc. | 0.14% | Add +4.7% | 562 | $239K |
| Hall Capital Management Co. Inc. | 0.11% | — | 562 | $239K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.05% | No change | 560 | $238K |
| Moment Partners, LLC | 0.05% | — | 557 | $237K |
| Adamsbrown Wealth Consultants LLC | 0.08% | No change | 557 | $237K |
| Inspire Advisors, LLC | 0.03% | No change | 553 | $235K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $235K |
| Topsail Wealth Management, LLC | 0.05% | — | 550 | $235K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 550 | $234K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $234K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $234K |
| Delta Financial Group, Inc. | 0.05% | Reduce -2.5% | 544 | $232K |
| Eaton-Cambridge Inc. | 0.10% | New | 544 | $231K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.6% | 540 | $231K |
| Center for Financial Planning, Inc. | 0.03% | Add +33.5% | 542 | $231K |
| Austin Private Wealth, LLC | 0.02% | New | 540 | $230K |
| Principle Wealth Partners LLC | 0.02% | No change | 540 | $230K |
| Sandy Cove Advisors, LLC | 0.09% | Add +0.4% | 539 | $229K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 538 | $229K |
| SLT Holdings LLC | 0.22% | — | 536 | $228K |
| Goldstone Financial Group, LLC | 0.04% | New | 535 | $228K |
| Blue Trust, Inc. | 0.00% | Reduce -32.0% | 535 | $228K |
| Boyd Watterson Asset Management LLC | 0.06% | No change | 533 | $227K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 532 | $226K |
| Blue Fin Capital, Inc. | 0.04% | Reduce -4.0% | 530 | $226K |
| Rockland Trust Co. | 0.01% | No change | 525 | $223K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 522 | $223K |
| Centennial Wealth Advisory LLC | 0.09% | Add +7.0% | 522 | $222K |
| CFO4Life Group, LLC | 0.04% | Add +0.2% | 519 | $221K |
| MTM Investment Management, LLC | 0.09% | No change | 519 | $221K |
| Private Client Services, LLC | 0.12% | New | 518 | $220K |
| Brown Brothers Harriman & Co. | 0.00% | Add +178.4% | 515 | $219K |
| Wisconsin Wealth Advisors, LLC | 0.32% | — | 514 | $219K |
| Basepoint Wealth LLC | 0.17% | No change | 508 | $216K |
| ABLE Financial Group, LLC | 0.06% | Reduce -11.5% | 507 | $216K |
| Tandem Capital Management Corp. | 0.12% | Reduce -37.3% | 505 | $215K |
| Gryphon Financial Partners LLC | 0.03% | New | 504 | $214K |
| Axecap Investments, LLC | 0.16% | No change | 501 | $213K |
| Vestor Capital, LLC | 0.02% | No change | 500 | $213K |
| Wilson & Boucher Capital Management, LLC | 0.15% | No change | 500 | $213K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 500 | $213K |
| Great Diamond Partners, LLC | 0.06% | No change | 500 | $213K |
| Callan Family Office, LLC | 0.01% | No change | 500 | $213K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | Add +0.8% | 503 | $213K |
| Centurion Wealth Management LLC | 0.07% | No change | 499 | $212K |
| Financial Management Network Inc. | 0.04% | Add +0.2% | 495 | $211K |
| MKD Wealth Coaches, LLC | 0.21% | — | 494 | $210K |
| Noesis Capital Mangement Corp. | 0.04% | Reduce -45.8% | 494 | $210K |
| OneAscent Financial Services LLC | 0.02% | New | 490 | $209K |
| IFS Advisors, LLC | 0.16% | No change | 491 | $209K |
| Norris Perne & French LLP | 0.01% | No change | 488 | $208K |
| Members Wealth LLC | 0.15% | — | 468 | $208K |
| Partners in Financial Planning | 0.04% | Reduce -8.3% | 485 | $207K |
| 1832 Asset Management L.P. | 0.00% | No change | 485 | $206K |
| Prasad Wealth Partners, LLC | 0.07% | — | 481 | $205K |
| Guidance Point Advisors, LLC | 0.06% | New | 481 | $205K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | New | 477 | $202K |
| Woodmont Investment Counsel LLC | 0.01% | New | 474 | $202K |
| Rathbones Group PLC | 0.00% | No change | 473 | $201K |
| Aurora Private Wealth, Inc. | 0.15% | New | 473 | $201K |
| United Advisor Group, LLC | 0.04% | New | 471 | $200K |
| Moneco Advisors, LLC | 0.02% | New | 471 | $200K |
| Westside Investment Management, Inc. | 0.04% | No change | 465 | $198K |
| Key Financial Inc | 0.04% | Add +27.6% | 463 | $197K |
| St. Johns Investment Management Company, LLC | 0.09% | New | 460 | $196K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -13.8% | 454 | $193K |
| Loomis Sayles & Co. L P | 0.00% | No change | 451 | $192K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -2.6% | 450 | $191K |
| Capital Analysts, LLC | 0.01% | Add +82.9% | 450 | $191K |
| HM Payson & Co. | 0.00% | No change | 440 | $187K |
| Arax Advisory Partners | 0.01% | Add +17.1% | 438 | $187K |
| Wellington Shields & Co., LLC | 0.06% | Reduce -1.2% | 427 | $182K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 425 | $181K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $179K |
| Trifecta Capital Advisors, LLC | 0.03% | Reduce -1.7% | 410 | $174K |
| BankPlus Trust Department | 0.06% | — | 405 | $172K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 396 | $169K |
| Oakworth Capital, Inc. | 0.01% | No change | 390 | $166K |
| Winch Advisory Services, LLC | 0.04% | Add +0.5% | 388 | $165K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 386 | $165K |
| Rogco, LP | 0.07% | No change | 387 | $165K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.6% | 381 | $162K |
| Tidemark, LLC | 0.06% | Reduce -38.1% | 374 | $159K |
| CoreFirst Bank & Trust | 0.09% | No change | 370 | $157K |
| China Universal Asset Management Co., Ltd. | 0.01% | Add +146.7% | 370 | $157K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +21.0% | 363 | $155K |
| Pineridge Advisors LLC | 0.06% | Add +16.8% | 355 | $151K |
| Putney Financial Group LLC | 0.13% | — | 350 | $149K |
| Bangor Savings Bank | 0.01% | No change | 345 | $147K |
| HHM Wealth Advisors, LLC | 0.02% | Add +274.7% | 341 | $145K |
| Trust Co | 0.02% | No change | 337 | $143K |
| Future Financial Wealth Managment LLC | 0.10% | No change | 330 | $140K |
| Kentucky Trust Co | 0.08% | — | 325 | $138K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.2% | 304 | $129K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $129K |
| Sittner & Nelson, LLC | 0.06% | No change | 300 | $128K |
| Financial Management Professionals, Inc. | 0.02% | No change | 300 | $128K |
| Acropolis Investment Management, LLC | 0.01% | No change | 300 | $128K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -80.0% | 300 | $128K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 275 | $117K |
| Aspect Partners, LLC | 0.07% | Add +0.4% | 273 | $116K |
| Archer Investment Corp | 0.03% | Reduce -5.2% | 273 | $116K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 272 | $116K |
| Union Savings Bank | 0.06% | No change | 270 | $115K |
| Bogart Wealth, LLC | 0.01% | No change | 252 | $107K |
| Abound Wealth Management | 0.03% | Add +3.3% | 251 | $107K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $106K |
| MPWM Advisory Solutions, LLC | 0.08% | — | 248 | $106K |
| Davis Capital Management | 0.09% | No change | 246 | $105K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -1.6% | 246 | $105K |
| Mark Sheptoff Financial Planning, LLC | 0.05% | No change | 240 | $102K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $98K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $94K |
| Vermillion Wealth Management, Inc. | 0.05% | — | 219 | $93K |
| Wintrust Investments LLC | 0.08% | Reduce -3.1% | 220 | $93K |
| Murphy & Mullick Capital Management Corp | 0.09% | — | 217 | $92K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -15.5% | 212 | $90K |
| Cordant, Inc. | 0.05% | No change | 209 | $89K |
| Darwin Wealth Management, LLC | 0.03% | No change | 206 | $88K |
| Anchor Investment Management, LLC | 0.01% | No change | 204 | $87K |
| City Holding Co. | 0.01% | No change | 200 | $85K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -94.8% | 195 | $83K |
| Oarsman Capital, Inc. | 0.01% | New | 190 | $81K |
| Avior Wealth Management, LLC | 0.00% | Add +2.3% | 175 | $75K |
| Vision Financial Markets LLC | 0.08% | — | 175 | $74K |
| Comprehensive Financial Planning, Inc. | 0.06% | — | 167 | $71K |
| Kestra Investment Management, LLC | 0.00% | New | 163 | $69K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -34.1% | 162 | $69K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.6% | 160 | $68K |
| Elequin Capital, LP | 0.01% | New | 156 | $66K |
| Stephens Consulting, LLC | 0.02% | No change | 154 | $66K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -13.8% | 150 | $64K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $64K |
| Truvestments Capital LLC | 0.02% | No change | 146 | $62K |
| Concord Wealth Partners | 0.01% | Add +4.3% | 146 | $62K |
| FSA Wealth Management LLC | 0.02% | No change | 143 | $61K |
| GAMMA Investing LLC | 0.01% | No change | 143 | $61K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -7.8% | 142 | $60K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 138 | $59K |
| NewSquare Capital LLC | 0.00% | Add +432.0% | 133 | $57K |
| Security National Bank | 0.01% | No change | 130 | $55K |
| Crews Bank & Trust | 0.01% | — | 125 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $53K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $53K |
| Dogwood Wealth Management LLC | 0.03% | New | 122 | $52K |
| Graney & King, LLC | 0.04% | — | 119 | $50K |
| Nemes Rush Group LLC | 0.01% | New | 118 | $50K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +8.1% | 107 | $50K |
| Tucker Asset Management LLC | 0.01% | Add +14.4% | 111 | $47K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $46K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $44K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $43K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 100 | $43K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 91 | $41K |
| Independence Bank of Kentucky | 0.01% | Add +10.0% | 88 | $37K |
| St Germain D J Co. Inc. | 0.00% | No change | 80 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $34K |
| Luminist Capital LLC | 0.06% | — | 77 | $33K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 74 | $31K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +39.2% | 71 | $30K |
| American Capital Advisory, LLC | 0.02% | Add +60.5% | 69 | $29K |
| Synergy Investment Management, LLC | 0.01% | — | 68 | $29K |
| Pflug Koory, LLC | 0.00% | No change | 66 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 65 | $28K |
| Missouri Trust & Investment Co | 0.01% | Reduce -35.0% | 65 | $28K |
| Coston, McIsaac & Partners | 0.01% | No change | 64 | $27K |
| LRI Investments, LLC | 0.00% | No change | 63 | $27K |
| Legacy Investment Solutions, LLC | 0.02% | Add +650.0% | 60 | $27K |
| Legacy Wealth Managment, LLC | 0.02% | Add +650.0% | 60 | $27K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $26K |
| Toronto Dominion Bank | 0.00% | Reduce -99.8% | 58 | $25K |
| Arlington Trust Co LLC | 0.01% | No change | 57 | $24K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $24K |
| Transce3nd, LLC | 0.01% | — | 53 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $23K |
| Lee Danner & Bass Inc. | 0.00% | New | 52 | $22K |
| Riverview Trust Co | 0.02% | Reduce -64.9% | 52 | $22K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 51 | $22K |
| Quadrant Capital Group LLC | 0.00% | Add +15.9% | 51 | $22K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $21K |
| Sachetta, LLC | 0.01% | No change | 50 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | Add +27.8% | 46 | $20K |
| Wiser Advisor Group LLC | 0.03% | No change | 46 | $19K |
| Your Advocates Ltd., LLP | 0.01% | No change | 45 | $19K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 45 | $19K |
| Cetera Trust Company, N.A | 0.01% | Reduce -20.0% | 40 | $17K |
| Grove Bank & Trust | 0.00% | Reduce -65.3% | 34 | $14K |
| Decker Retirement Planning Inc. | 0.01% | — | 33 | $14K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $14K |
| Ridgewood Investments LLC | 0.01% | No change | 31 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 30 | $13K |
| Hilltop National Bank | 0.00% | Reduce -50.0% | 30 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 28 | $12K |
| Capital A Wealth Management, LLC | 0.02% | — | 26 | $11K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $11K |
| Eukles Asset Management | 0.00% | No change | 22 | $9K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -89.2% | 22 | $9K |
| Synergy Asset Management, LLC | 0.00% | New | 22 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | Add +41.7% | 17 | $7K |
| Y.D. More Investments Ltd | 0.00% | No change | 17 | $7K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -40.0% | 15 | $6K |
| New Millennium Group LLC | 0.00% | No change | 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 |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $5K |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $4K |
| Greenline Partners, LLC | 0.00% | New | 10 | $4K |
| Tsfg, LLC | 0.00% | Reduce -75.0% | 10 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| FLP Wealth Management, LLC | 0.01% | — | 9 | $4K |
| Mainstream Capital Management LLC | 0.00% | New | 9 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Add +80.0% | 9 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 9 | $4K |
| Winnacle Wealth LLC | 0.00% | — | 9 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $3K |
| Menard Financial Group LLC | 0.00% | New | 6 | $3K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 5 | $2K |
| WR Wealth Planners, LLC | 0.00% | No change | 4 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 4 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 4 | $2K |
| Slocum, Gordon & Co LLP | 0.00% | New | 3 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | — | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Lanark Financial, Inc. | 0.09% | — | 2 | $958 |
| Byrne Asset Management LLC | 0.00% | No change | 2 | $851 |
| Gould Capital, LLC | 0.00% | No change | 2 | $851 |
| HighMark Wealth Management LLC | 0.00% | New | 2 | $692 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $459 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $426 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $426 |
"% 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.