SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q1 2025 (March 31)1,255holders −39
75new positions
106sold out
6famous investors
$419.55avg. 13F price*
At the end of Q1 2025, 1,255 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, down 39 from Q4 2024. 75 opened new positions and 106 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.1B) and Goldman Sachs Group Inc. ($868.1M). 6 famous investors held it, including Ken Griffin (0.5% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q1 2025)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $355.5M |
| Exits | 106 | $403.7M |
All 13F filers, Q4 2024 → Q1 2025: 4,209,929 shares bought and 5,717,792 shares sold, net −1,507,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,255 holders
| Morgan Stanley | 0.14% | Add +17.5% | 4,675,578 | $2.0B |
| Bank of America Corp. | 0.10% | Add +0.7% | 2,732,571 | $1.1B |
| Goldman Sachs Group Inc. | 0.16% | Add +3.2% | 2,067,563 | $868.1M |
| LPL Financial LLC | 0.26% | Reduce -1.0% | 1,595,471 | $669.9M |
| Wells Fargo & Company | 0.14% | Reduce -0.5% | 1,354,849 | $568.9M |
| Citadel Advisors | 0.49% | Reduce -0.1% | 1,185,718 | $497.9M |
| BNP Paribas Financial Markets | 0.29% | Add +92.0% | 896,260 | $376.3M |
| Hancock Prospecting Pty Ltd | 14.10% | Add +90.8% | 849,769 | $356.8M |
| UBS Group AG | 0.07% | Reduce -25.1% | 789,793 | $331.6M |
| Royal Bank of Canada | 0.07% | Reduce -68.8% | 705,533 | $296.2M |
| Ameriprise Financial Inc. | 0.07% | Add +7.5% | 591,776 | $249.3M |
| CHURCHILL MANAGEMENT Corp | 2.83% | Reduce -1.2% | 531,476 | $223.2M |
| Bank of Montreal | 0.11% | Reduce -1.0% | 505,102 | $212.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.3% | 462,238 | $194.1M |
| Raymond James Financial Inc. | 0.07% | Reduce -7.5% | 424,665 | $178.3M |
| Nissay Asset Management Corp. /Japan | 1.07% | No change | 391,575 | $164.4M |
| USA Financial Formulas | 20.15% | Add +53.4% | 290,626 | $122.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -0.2% | 279,730 | $117.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.1% | 258,824 | $108.7M |
| Pinkerton Wealth, LLC | 14.03% | Add +199.5% | 257,426 | $108.1M |
| Qube Research & Technologies Ltd | 0.16% | New | 252,483 | $106.0M |
| Wolverine Trading, LLC | 3.31% | Reduce -68.6% | 251,635 | $104.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +1.6% | 245,880 | $103.2M |
| Osaic Holdings, Inc. | 0.23% | Add +3.1% | 244,467 | $102.7M |
| Millennium Management | 0.09% | Add +219.9% | 222,901 | $93.6M |
| Arkansas Financial Group, Inc. | 15.93% | Reduce -0.6% | 232,749 | $92.1M |
| Modern Wealth Management, LLC | 2.79% | Add +29.6% | 207,728 | $87.2M |
| Mirae Asset Securities (usa) Inc. | 3.61% | No change | 200,000 | $84.0M |
| Cetera Investment Advisers | 0.16% | Reduce -5.6% | 193,773 | $81.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.4% | 181,128 | $76.1M |
| Susquehanna International Group, LLP | 0.12% | Add +382.3% | 179,344 | $75.3M |
| Stifel Financial Corp. | 0.08% | Reduce -2.5% | 168,114 | $70.6M |
| Captrust Financial Advisors | 0.17% | Add +196.2% | 164,187 | $68.9M |
| Truist Financial Corp. | 0.11% | Add +1.6% | 159,312 | $66.9M |
| Sanctuary Advisors, LLC | 0.46% | Reduce -0.1% | 155,745 | $65.4M |
| Jones Financial Companies LLLP | 0.06% | Add +26.1% | 152,764 | $63.5M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +14.6% | 150,308 | $63.1M |
| Berkshire Money Management, Inc. | 6.82% | Reduce -1.2% | 144,829 | $60.8M |
| SG Americas Securities, LLC | 0.20% | Reduce -55.0% | 139,330 | $58.5M |
| Optiver Holding B.V. | 2.22% | Add +98.8% | 136,634 | $57.4M |
| Citigroup Inc. | 0.04% | Add +346.4% | 128,940 | $54.1M |
| HSBC Holdings PLC | 0.04% | Add +7182.7% | 124,899 | $52.4M |
| Atria Investments, Inc | 0.62% | Reduce -1.3% | 115,066 | $48.3M |
| CM Wealth Advisors LLC | 15.19% | Reduce -1.2% | 112,941 | $47.5M |
| Private Advisor Group, LLC | 0.28% | Reduce -60.5% | 111,372 | $46.8M |
| Wealth High Governance Capital Ltda | 30.19% | New | 110,000 | $46.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +6.0% | 107,496 | $45.1M |
| Creative Planning | 0.04% | Add +6.3% | 104,556 | $43.9M |
| Cibc World Market Inc. | 0.10% | Reduce -66.5% | 99,127 | $41.6M |
| Steel Grove Capital Advisors, LLC | 5.39% | No change | 84,570 | $35.5M |
| Integrity Alliance, Llc. | 1.35% | Add +73.1% | 81,521 | $34.2M |
| Cerity Partners LLC | 0.07% | Add +0.7% | 81,433 | $34.2M |
| Jump Financial, LLC | 0.52% | New | 80,445 | $33.8M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 80,241 | $33.7M |
| FMR LLC | 0.00% | Add +3.2% | 79,908 | $33.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +2.4% | 75,629 | $31.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.3% | 74,378 | $31.2M |
| Mariner, LLC | 0.05% | Add +13.0% | 73,277 | $30.8M |
| Beacon Capital Management, LLC | 4.14% | Reduce -8.4% | 72,923 | $30.6M |
| Clear Creek Financial Management, LLC | 3.07% | Add +89.5% | 70,619 | $29.7M |
| TCP Asset Management, LLC | 6.51% | Add +2.2% | 69,379 | $29.1M |
| Latko Wealth Management, Ltd. | 17.38% | Reduce -4.3% | 63,816 | $26.8M |
| Corient Private Wealth LP | 0.04% | Add +4.5% | 63,761 | $26.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.8% | 61,500 | $25.8M |
| Stephens Inc. | 0.38% | Reduce -9.7% | 61,201 | $25.7M |
| NewEdge Advisors, LLC | 0.15% | Add +2.7% | 60,714 | $25.5M |
| Select Asset Management & Trust | 10.19% | Add +2.8% | 60,575 | $25.4M |
| Parallax Volatility Advisers, L.P. | 0.98% | Add +2127.4% | 60,340 | $25.3M |
| GWN Securities Inc. | 1.41% | Add +1102.7% | 59,629 | $25.1M |
| Three Seasons Wealth, LLC | 12.31% | New | 59,192 | $24.9M |
| Heck Capital Advisors, LLC | 2.73% | Add +2.5% | 57,770 | $24.3M |
| Conservest Capital Advisors, Inc. | 2.48% | Reduce -2.5% | 56,239 | $23.6M |
| Pinnacle Associates Ltd. | 0.35% | Reduce -2.2% | 56,107 | $23.6M |
| Tower Research Capital LLC (TRC) | 0.69% | Reduce -56.9% | 54,963 | $23.3M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -2.3% | 54,663 | $23.0M |
| Meitav Investment House Ltd. | 0.42% | Add +0.0% | 53,923 | $22.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.86% | Reduce -1.8% | 53,017 | $22.3M |
| MML Investors Services, LLC | 0.07% | Reduce -4.4% | 52,626 | $22.1M |
| Christopher J. Hasenberg, Inc | 9.17% | Add +37.0% | 52,660 | $22.1M |
| Johnson Bixby & Associates, LLC | 3.30% | Add +32.7% | 52,561 | $22.1M |
| Atlas Private Wealth Advisors | 3.07% | Reduce -40.6% | 52,512 | $22.1M |
| Blair William & Co. | 0.07% | Add +8.4% | 52,322 | $22.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +2.7% | 51,805 | $21.8M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -4.0% | 51,754 | $21.7M |
| SteelPeak Wealth, LLC | 0.92% | Add +6.8% | 51,458 | $21.6M |
| Bridgewater Advisors Inc. | 1.86% | Add +0.0% | 53,185 | $21.6M |
| J. Goldman & Co LP | 0.74% | Add +100.3% | 49,639 | $20.8M |
| Capital Management Associates, Inc | 4.66% | Add +118.7% | 48,968 | $20.6M |
| Sharp Wealth Advisory, LLC | 15.65% | Add +367.8% | 48,678 | $20.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.67% | No change | 48,431 | $20.4M |
| Royal Fund Management, LLC | 2.38% | New | 47,670 | $20.0M |
| Ocean Park Asset Management, LLC | 0.71% | Add +11.5% | 47,356 | $19.9M |
| Focus Partners Wealth | 0.05% | Reduce -3.7% | 46,836 | $19.7M |
| Yeomans Consulting Group, Inc. | 7.54% | New | 46,438 | $19.5M |
| AMG National Trust Bank | 0.54% | Reduce -1.3% | 46,256 | $19.4M |
| Creekmur Asset Management LLC | 4.01% | Reduce -17.9% | 45,533 | $19.1M |
| AIA Group Ltd | 0.47% | Reduce -87.3% | 45,175 | $19.0M |
| Barclays PLC | 0.01% | Reduce -61.8% | 45,123 | $18.9M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -37.7% | 44,203 | $18.6M |
| Pinnacle Financial Partners Inc | 0.34% | Reduce -0.2% | 39,563 | $16.7M |
| Daiwa Securities Group Inc. | 0.07% | Reduce -27.4% | 38,640 | $16.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.9% | 38,635 | $16.2M |
| Concurrent Investment Advisors, LLC | 0.37% | Reduce -11.8% | 36,439 | $15.3M |
| Twin Tree Management, LP | 0.33% | New | 36,106 | $15.2M |
| Smithbridge Asset Management Inc. | 2.78% | — | 35,720 | $15.0M |
| D. E. Shaw & Co. | 0.02% | New | 34,971 | $14.7M |
| TD Waterhouse Canada Inc. | 0.12% | Add +3.3% | 34,963 | $14.7M |
| Commerce Bank | 0.09% | Reduce -0.0% | 34,614 | $14.5M |
| Clarity Wealth Advisors, LLC | 4.01% | Add +9.8% | 34,473 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -34.6% | 34,350 | $14.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.0% | 33,156 | $13.9M |
| Walleye Capital LLC | 0.17% | Reduce -70.3% | 33,055 | $13.9M |
| Credit Agricole S A | 0.05% | Reduce -34.7% | 32,696 | $13.7M |
| L & S Advisors Inc | 1.90% | Reduce -1.0% | 32,128 | $13.5M |
| Pittenger & Anderson Inc. | 0.49% | Add +7.1% | 31,876 | $13.4M |
| IFG Advisory, LLC | 0.73% | Add +0.7% | 31,395 | $13.2M |
| All Terrain Financial Advisors, LLC | 5.10% | Add +1.6% | 31,137 | $13.1M |
| Allianz Asset Management GmbH | 0.02% | Reduce -52.8% | 30,700 | $12.9M |
| Washburn Capital Management, Inc. | 8.33% | Reduce -1.6% | 30,156 | $12.7M |
| Amplius Wealth Advisors, LLC | 1.31% | Add +0.3% | 29,983 | $12.6M |
| MKT Advisors LLC | 5.90% | Reduce -1.3% | 33,128 | $12.6M |
| National Bank of Canada | 0.01% | Reduce -9.8% | 29,648 | $12.4M |
| Wealth Quarterback LLC | 6.97% | Reduce -19.9% | 29,515 | $12.4M |
| Prospera Financial Services Inc | 0.28% | Reduce -5.5% | 28,978 | $12.2M |
| CoreCap Advisors, LLC | 0.53% | Add +109.3% | 28,429 | $11.9M |
| Mechanics Bank Trust Department | 1.59% | Reduce -3.7% | 27,772 | $11.7M |
| Melone Private Wealth, LLC | 6.08% | Add +1.4% | 27,661 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +3.2% | 27,641 | $11.6M |
| Centaurus Financial, Inc. | 0.70% | Add +69.3% | 27,482 | $11.5M |
| Benin Management CORP | 3.27% | Reduce -2.7% | 27,328 | $11.5M |
| First Heartland Consultants, Inc. | 1.17% | Reduce -20.0% | 26,971 | $11.3M |
| Comerica Bank | 0.05% | Add +2.1% | 26,907 | $11.3M |
| Jane Street Group, LLC | 0.02% | Reduce -90.4% | 26,220 | $11.0M |
| Integrated Advisors Network LLC | 0.55% | Add +110.6% | 25,810 | $10.8M |
| Equitable Holdings, Inc. | 0.10% | Reduce -16.5% | 25,548 | $10.7M |
| Camarda Financial Advisors, LLC | 4.78% | Reduce -12.6% | 25,256 | $10.6M |
| Whittier Trust Co. of Nevada Inc. | 0.27% | Reduce -0.4% | 25,157 | $10.6M |
| Sound View Wealth Advisors Group, LLC | 0.86% | Reduce -0.1% | 25,044 | $10.5M |
| Capital Wealth Planning, LLC | 0.09% | Reduce -75.0% | 24,644 | $10.3M |
| Trilogy Capital Inc. | 0.54% | Reduce -17.4% | 24,627 | $10.3M |
| Pinnacle Holdings, LLC | 4.56% | Reduce -4.4% | 24,626 | $10.3M |
| GTS Securities LLC | 0.44% | Reduce -73.8% | 24,350 | $10.2M |
| Oppenheimer & Co. Inc. | 0.15% | Reduce -27.0% | 24,140 | $10.1M |
| Greenberg Financial Group | 4.22% | — | 21,836 | $10.1M |
| FOCUS Wealth Advisors, LLC | 5.57% | Reduce -0.3% | 23,985 | $10.1M |
| Q3 Asset Management | 6.89% | New | 23,974 | $10.1M |
| Point72 Europe (London) LLP | 0.68% | Reduce -33.9% | 23,400 | $9.8M |
| Stratos Wealth Advisors, LLC | 0.53% | Reduce -0.9% | 23,082 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.65% | Add +4.4% | 23,037 | $9.7M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +4.4% | 22,899 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -5.6% | 22,365 | $9.4M |
| Retirement Financial Solutions, LLC | 3.62% | New | 22,119 | $9.3M |
| Meridian Wealth Management, LLC | 0.45% | Reduce -0.3% | 21,855 | $9.2M |
| Washington Capital Management, Inc. | 7.30% | No change | 21,499 | $9.0M |
| Advisory Services Network, LLC | 0.17% | Add +7.9% | 20,738 | $8.7M |
| IFP Advisors, Inc | 0.27% | Add +33.8% | 20,461 | $8.6M |
| Sheaff Brock Investment Advisors, LLC | 0.78% | Reduce -0.1% | 20,363 | $8.6M |
| Dohj, LLC | 1.91% | Reduce -0.8% | 19,958 | $8.4M |
| NTV Asset Management LLC | 1.11% | Reduce -6.8% | 19,817 | $8.3M |
| Snowden Capital Advisors LLC | 0.27% | Reduce -0.1% | 19,536 | $8.2M |
| Whittier Trust Co. | 0.11% | Reduce -0.6% | 19,544 | $8.2M |
| Allworth Financial LP | 0.05% | Add +4.5% | 20,098 | $8.1M |
| GHP Investment Advisors, Inc. | 0.38% | Reduce -1.1% | 19,020 | $8.0M |
| Tudor Financial Inc. | 4.79% | Reduce -0.6% | 18,987 | $8.0M |
| Oak Harvest Investment Services | 1.11% | Reduce -4.3% | 18,976 | $8.0M |
| Jacksonville Wealth Management, LLC | 7.65% | Add +2.3% | 18,521 | $7.8M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -47.0% | 18,288 | $7.7M |
| AAF Wealth Management, LLC | 4.13% | Reduce -0.1% | 18,210 | $7.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +8.3% | 18,199 | $7.6M |
| Pettinga Financial Advisors LLC | 1.79% | Reduce -3.7% | 18,174 | $7.6M |
| Chung Wu Investment Group, LLC | 9.01% | Add +0.8% | 17,950 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +0.1% | 17,651 | $7.4M |
| 1 North Wealth Services LLC | 3.42% | Reduce -5.4% | 17,602 | $7.4M |
| J Hagan Capital, Inc. | 6.00% | — | 17,347 | $7.4M |
| Sowell Financial Services LLC | 0.34% | Reduce -2.1% | 17,526 | $7.4M |
| Foster Group, Inc. | 0.27% | Reduce -0.0% | 17,480 | $7.3M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +6.8% | 17,297 | $7.3M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Reduce -3.1% | 17,126 | $7.2M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.8% | 17,033 | $7.2M |
| Armbruster Capital Management, Inc. | 1.40% | No change | 16,723 | $7.0M |
| Csenge Advisory Group | 0.40% | Add +390.1% | 17,869 | $7.0M |
| King Wealth Management Group | 1.05% | Reduce -1.0% | 16,566 | $7.0M |
| Magnolia Capital Management Ltd. | 5.96% | Reduce -4.7% | 16,545 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.63% | Reduce -13.0% | 16,372 | $6.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.6% | 16,361 | $6.9M |
| Blue Bell Private Wealth Management, LLC | 1.30% | Add +3.2% | 16,286 | $6.8M |
| Fourth Dimension Wealth, LLC | 3.28% | Add +7.9% | 16,155 | $6.8M |
| Independent Financial Group, LLC | 0.23% | Reduce -7.3% | 15,621 | $6.6M |
| Neuberger Berman Group LLC | 0.01% | Add +0.4% | 15,520 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.60% | Add +0.1% | 15,297 | $6.4M |
| Echo45 Advisors LLC | 4.20% | Reduce -0.7% | 14,963 | $6.3M |
| Bremer Bank National Association | 1.12% | No change | 14,934 | $6.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -1.3% | 14,840 | $6.2M |
| Iowa State Bank | 1.32% | Reduce -0.2% | 14,840 | $6.2M |
| Intergy Private Wealth, LLC | 2.37% | Reduce -1.2% | 14,824 | $6.2M |
| Curtis Advisory Group, LLC | 1.82% | Reduce -0.7% | 14,750 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Reduce -12.4% | 14,726 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -52.8% | 14,599 | $6.1M |
| LM Advisors LLC | 1.11% | Add +8.3% | 14,591 | $6.1M |
| Alexis Investment Partners, LLC | 2.92% | Add +5.0% | 14,679 | $6.1M |
| Frank, Rimerman Advisors LLC | 0.48% | Reduce -1.1% | 14,437 | $6.1M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -7.6% | 14,388 | $6.0M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -4.2% | 14,282 | $6.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +166.1% | 14,051 | $5.9M |
| Orion Portfolio Solutions, LLC | 0.06% | Add +166.1% | 14,051 | $5.9M |
| CVFG LLC | 5.34% | Add +1.3% | 13,990 | $5.9M |
| Thomist Capital Management, LP | 2.45% | New | 14,000 | $5.8M |
| Mission Creek Capital Partners, Inc. | 1.39% | Add +10.8% | 13,628 | $5.7M |
| Fortis Group Advisors, LLC | 1.11% | Reduce -8.3% | 13,584 | $5.7M |
| Birinyi Associates Inc. | 1.83% | Add +0.0% | 13,462 | $5.7M |
| Guardian Asset Advisors, LLC | 3.68% | Reduce -0.3% | 13,429 | $5.6M |
| Summit Securities Group LLC | 3.87% | Reduce -52.3% | 13,282 | $5.6M |
| Greenwich Wealth Management LLC | 0.42% | Reduce -0.4% | 13,257 | $5.6M |
| Thoroughbred Financial Services, LLC | 0.35% | Add +2.6% | 13,180 | $5.5M |
| Cwm, LLC | 0.02% | Reduce -7.2% | 13,108 | $5.5M |
| Summit Asset Management, LLC | 0.95% | Reduce -0.6% | 13,095 | $5.5M |
| Venture Visionary Partners LLC | 0.23% | Add +0.0% | 13,090 | $5.5M |
| Summit Financial, LLC | 0.15% | Add +78.7% | 12,984 | $5.5M |
| Cowa, LLC | 2.31% | Add +12.4% | 12,883 | $5.4M |
| Brown Advisory Inc. | 0.01% | Reduce -9.2% | 12,659 | $5.3M |
| IFG Advisors, LLC | 1.02% | Add +0.1% | 12,632 | $5.3M |
| AQR Capital Management | 0.01% | Add +229.8% | 12,349 | $5.2M |
| Montag A & Associates Inc. | 0.26% | No change | 12,245 | $5.2M |
| Saxony Capital Management, LLC | 4.49% | Add +89.8% | 12,175 | $5.1M |
| Bay Rivers Group | 2.65% | Add +0.6% | 12,040 | $5.1M |
| Littlejohn Financial Services, Inc. | 3.93% | Add +2.3% | 11,861 | $5.0M |
| Brighton Jones LLC | 0.16% | Reduce -1.7% | 11,854 | $5.0M |
| Polymer Capital Management (HK) LTD | 0.86% | Add +149.5% | 11,850 | $5.0M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -90.2% | 11,837 | $5.0M |
| Harbour Investments, Inc. | 0.14% | Reduce -25.8% | 11,746 | $4.9M |
| Lakeshore Capital Group, Inc. | 4.71% | Add +49.6% | 11,632 | $4.9M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.1% | 11,576 | $4.9M |
| Hilltop Holdings Inc. | 0.30% | Add +10.0% | 11,488 | $4.8M |
| American National Bank & Trust | 0.53% | Reduce -5.5% | 11,450 | $4.8M |
| Composition Wealth, LLC | 0.10% | Reduce -0.6% | 11,436 | $4.8M |
| Moneta Group Investment Advisors LLC | 0.07% | Add +0.0% | 11,430 | $4.8M |
| Main Street Financial Solutions, LLC | 0.42% | Add +33.5% | 11,428 | $4.8M |
| Absolute Capital Management, LLC | 2.77% | Reduce -8.1% | 11,400 | $4.8M |
| First Horizon Advisors, Inc. | 0.13% | Add +49.5% | 11,329 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +6.2% | 11,214 | $4.7M |
| CreativeOne Wealth, LLC | 0.14% | Add +22.7% | 11,097 | $4.7M |
| Narwhal Capital Management | 0.41% | Reduce -0.0% | 11,080 | $4.7M |
| Insigneo Advisory Services, LLC | 0.48% | Reduce -2.7% | 11,004 | $4.6M |
| AE Wealth Management LLC | 0.04% | Reduce -61.3% | 10,962 | $4.6M |
| Tortoise Investment Management, LLC | 0.48% | Reduce -1.8% | 10,932 | $4.6M |
| Northern Financial Advisors Inc | 3.77% | Add +0.1% | 10,862 | $4.6M |
| Smith Anglin Financial, LLC | 0.48% | Reduce -3.6% | 10,826 | $4.5M |
| HB Wealth Management, LLC | 0.04% | Add +15.1% | 10,729 | $4.5M |
| Ayalon Insurance Comp Ltd. | 1.43% | Reduce -16.0% | 10,511 | $4.4M |
| AtlasMark Financial, Inc | 4.05% | No change | 10,400 | $4.4M |
| Capital Advisory Group Advisory Services, LLC | 1.65% | Add +0.2% | 10,299 | $4.3M |
| Cresset Asset Management, LLC | 0.02% | Reduce -35.0% | 10,229 | $4.3M |
| AlphaStar Capital Management, LLC | 0.43% | Add +15.8% | 10,178 | $4.3M |
| Stelac Advisory Services LLC | 1.74% | Add +15.0% | 10,029 | $4.2M |
| DRW Securities, LLC | 0.36% | New | 10,000 | $4.2M |
| Summit Wealth Partners, LLC | 0.85% | Add +10.8% | 9,949 | $4.2M |
| Regions Financial Corp. | 0.03% | Reduce -36.8% | 9,940 | $4.2M |
| Founders Financial Alliance, LLC | 1.01% | Add +18.1% | 9,894 | $4.2M |
| Kovack Advisors, Inc. | 0.44% | Reduce -2.1% | 9,883 | $4.1M |
| 111 Capital | 0.80% | New | 9,816 | $4.1M |
| StoneX Group Inc. | 0.22% | Add +54.6% | 9,691 | $4.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | Reduce -36.5% | 9,583 | $4.0M |
| Nwam LLC | 0.34% | Reduce -16.5% | 9,538 | $4.0M |
| Tufton Capital Management | 0.77% | Add +7.3% | 9,467 | $4.0M |
| Advisor Resource Council | 0.32% | New | 14,655 | $4.0M |
| Farther Finance Advisors, LLC | 0.10% | Add +127.8% | 9,409 | $3.9M |
| Kelleher Financial Advisors | 1.57% | No change | 9,393 | $3.9M |
| Ieq Capital, LLC | 0.03% | Add +104.1% | 9,389 | $3.9M |
| Arkadios Wealth Advisors | 0.15% | Add +15.3% | 9,377 | $3.9M |
| PKS Advisory Services, LLC | 1.07% | Add +3.5% | 9,295 | $3.9M |
| World Investment Advisors | 0.10% | Add +29.9% | 9,280 | $3.9M |
| Western Wealth Management, LLC | 0.26% | Add +19.9% | 9,237 | $3.9M |
| Foresight Capital Management Advisors, Inc. | 2.38% | Add +1.8% | 9,111 | $3.8M |
| &partners | 0.04% | Add +32.9% | 9,159 | $3.8M |
| NewEdge Wealth, LLC | 0.07% | Reduce -24.9% | 9,032 | $3.8M |
| Compound Planning, Inc. | 0.17% | Add +15.3% | 8,983 | $3.8M |
| Serenus Wealth Advisors, LLC | 0.62% | Add +3.3% | 8,938 | $3.8M |
| Quantinno Capital Management LP | 0.02% | Add +106.7% | 8,929 | $3.7M |
| RFG Advisory, LLC | 0.10% | Add +66.9% | 8,810 | $3.7M |
| Garda Capital Partners LP | 2.07% | Add +691.5% | 8,794 | $3.7M |
| Capital Wealth Alliance, LLC | 2.20% | Reduce -0.8% | 8,753 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +3.3% | 8,736 | $3.7M |
| BTG Pactual Asset Management US LLC | 0.47% | New | 8,695 | $3.7M |
| IHT Wealth Management, LLC | 0.11% | Reduce -12.2% | 8,538 | $3.6M |
| Balboa Wealth Partners | 0.86% | Add +6.7% | 8,495 | $3.6M |
| International Assets Investment Management, LLC | 0.31% | Add +0.6% | 8,464 | $3.6M |
| Brookstone Capital Management | 0.05% | Add +0.8% | 8,458 | $3.6M |
| GFS Advisors, LLC | 0.71% | Reduce -5.7% | 8,441 | $3.5M |
| Pathstone Holdings, LLC | 0.02% | Add +15.9% | 8,318 | $3.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.0% | 9,257 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -1.3% | 8,300 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -17.1% | 8,254 | $3.5M |
| Fortune 45 LLC | 2.25% | Add +0.4% | 8,197 | $3.4M |
| Schnieders Capital Management LLC | 0.74% | Reduce -4.6% | 8,167 | $3.4M |
| Asset Dedication, LLC | 0.27% | No change | 8,059 | $3.4M |
| Novak & Powell Financial Services, Inc. | 2.09% | Add +1.0% | 8,000 | $3.4M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -69.9% | 7,928 | $3.3M |
| Paragon Capital Management Inc. | 2.69% | Add +26.7% | 7,933 | $3.3M |
| Meridian Investment Counsel Inc. | 0.96% | Reduce -1.0% | 7,784 | $3.3M |
| Wedbush Securities Inc. | 0.12% | Reduce -3.2% | 7,766 | $3.3M |
| Autumn Glory Partners, LLC | 1.62% | No change | 7,757 | $3.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Add +2.3% | 7,639 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.32% | Reduce -3.9% | 7,588 | $3.2M |
| Spire Wealth Management | 0.10% | Reduce -45.6% | 7,583 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.2% | 7,495 | $3.1M |
| Scotia Capital Inc. | 0.02% | Add +33.7% | 7,482 | $3.1M |
| Savant Capital, LLC | 0.03% | Add +0.2% | 7,458 | $3.1M |
| Caldwell Trust Co | 0.33% | Reduce -2.9% | 7,390 | $3.1M |
| MAI Capital Management | 0.02% | Add +11.2% | 7,326 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +118.3% | 7,188 | $3.0M |
| Fingerlakes Wealth Management, Inc. | 2.56% | Reduce -0.1% | 7,161 | $3.0M |
| Letson Investment Management, Inc. | 1.21% | No change | 7,159 | $3.0M |
| TrueWealth Advisors, LLC | 0.97% | Add +1.5% | 7,070 | $3.0M |
| Jefferies Financial Group Inc. | 0.05% | Add +1.5% | 7,044 | $3.0M |
| PFG Advisors | 0.17% | Add +795.7% | 7,031 | $3.0M |
| Wealthfront Advisers LLC | 0.01% | Add +0.4% | 6,996 | $2.9M |
| Pinnacle Family Advisors, LLC | 1.59% | Add +108.5% | 6,971 | $2.9M |
| JTC Employer Solutions Trustee Ltd | 0.24% | No change | 6,868 | $2.9M |
| Lido Advisors, LLC | 0.02% | Reduce -47.3% | 6,818 | $2.9M |
| Eaton Financial Holdings Company, LLC | 1.18% | Reduce -2.8% | 6,758 | $2.8M |
| Cambridge Financial Group, LLC | 1.20% | Add +10.4% | 6,773 | $2.8M |
| Heritage Wealth Partners, LLC | 4.31% | Reduce -37.2% | 6,740 | $2.8M |
| Greenfield Savings Bank | 1.38% | Add +3.0% | 6,678 | $2.8M |
| Arvest Investments, Inc. | 0.44% | Add +5.2% | 6,633 | $2.8M |
| Quantbot Technologies LP | 0.09% | New | 6,594 | $2.8M |
| Keybank National Association | 0.01% | Reduce -8.9% | 6,583 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Add +0.4% | 6,548 | $2.7M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -52.1% | 6,385 | $2.7M |
| FSC Wealth Advisors, LLC | 1.76% | No change | 6,376 | $2.7M |
| Lowery Thomas, LLC | 1.83% | Add +13.9% | 6,358 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -16.3% | 6,021 | $2.7M |
| Sunbelt Securities, Inc. | 0.24% | Add +5.3% | 6,342 | $2.7M |
| SBI Securities Co., Ltd. | 0.09% | Add +5.0% | 6,276 | $2.6M |
| Citizens Financial Group Inc. | 0.05% | Add +4.2% | 6,204 | $2.6M |
| Objective Capital Management, LLC | 3.30% | Add +0.8% | 6,153 | $2.6M |
| BigSur Wealth Management LLC | 0.70% | Reduce -1.4% | 6,120 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.9% | 6,125 | $2.6M |
| Twin Focus Capital Partners, LLC | 0.40% | New | 6,098 | $2.6M |
| Prostatis Group LLC | 0.80% | Reduce -85.5% | 6,065 | $2.5M |
| MYDA Advisors LLC | 0.89% | Reduce -66.7% | 6,000 | $2.5M |
| Keystone Financial Group | 0.25% | Reduce -13.4% | 5,938 | $2.5M |
| St. Clair Advisors, LLC | 0.69% | No change | 5,869 | $2.5M |
| Crumly & Associates Inc. | 0.68% | No change | 5,844 | $2.5M |
| Armstrong, Fleming & Moore, Inc | 2.97% | New | 5,843 | $2.5M |
| Fiduciary Alliance LLC | 0.24% | Reduce -19.1% | 5,835 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Add +10.5% | 5,741 | $2.4M |
| Miller Investment Management, LP | 0.27% | No change | 5,717 | $2.4M |
| Fifth Third Bancorp | 0.01% | Add +0.8% | 5,708 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.32% | No change | 5,699 | $2.4M |
| Hudock, Inc. | 0.42% | Reduce -7.3% | 5,678 | $2.4M |
| SCS Capital Management LLC | 0.03% | New | 5,659 | $2.4M |
| Equitable Trust Co. | 0.13% | No change | 5,646 | $2.4M |
| Fidelis Capital Partners, LLC | 0.25% | Add +32.9% | 5,849 | $2.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -9.2% | 5,384 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | New | 5,297 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 5,269 | $2.2M |
| Moors & Cabot, Inc. | 0.11% | Add +18.1% | 5,267 | $2.2M |
| Madison Park Capital Advisors, LLC | 1.94% | Add +2.7% | 5,266 | $2.2M |
| Union Bancaire Privee, UBP SA | 0.04% | Reduce -38.7% | 5,436 | $2.2M |
| Graves Light Lenhart Wealth, Inc. | 0.27% | Add +0.0% | 5,254 | $2.2M |
| BluePointe Capital Management, LLC | 0.84% | Add +73.7% | 5,222 | $2.2M |
| XTX Topco Ltd | 0.11% | Add +72.2% | 5,229 | $2.2M |
| CW Advisors, LLC | 0.03% | Add +6.6% | 5,189 | $2.2M |
| Intrepid Financial Planning Group LLC | 1.01% | Add +0.0% | 5,190 | $2.2M |
| Apexium Financial, LP | 0.13% | Add +0.8% | 5,179 | $2.2M |
| Point72 (DIFC) Ltd | 0.21% | Reduce -32.8% | 5,176 | $2.2M |
| VestGen Advisors, LLC | 0.10% | — | 5,165 | $2.2M |
| TD Asset Management Inc | 0.00% | Reduce -7.8% | 5,140 | $2.2M |
| Arvest Bank Trust Division | 0.14% | Add +3.5% | 5,122 | $2.2M |
| Quadcap Wealth Management, LLC | 0.31% | Reduce -4.6% | 5,098 | $2.1M |
| Merit Financial Group, LLC | 0.03% | Add +2.1% | 5,070 | $2.1M |
| Bluespring Wealth Management, LLC | 0.22% | Reduce -3.0% | 5,055 | $2.1M |
| Kaizen Financial Strategies | 1.23% | Add +11.6% | 5,039 | $2.1M |
| PFG Investments, LLC | 0.14% | Add +2.0% | 5,038 | $2.1M |
| SouthState Bank Corp | 0.10% | Reduce -3.4% | 5,032 | $2.1M |
| BlackRock, Inc. | 0.00% | Add +23.9% | 4,994 | $2.1M |
| American State Bank (Iowa) | 1.26% | No change | 4,992 | $2.1M |
| RMR Wealth Builders | 0.22% | Reduce -4.2% | 4,967 | $2.1M |
| Lionsbridge Wealth Management LLC | 1.85% | Add +68.2% | 4,952 | $2.1M |
| Gen-Wealth Partners Inc | 0.86% | Add +43.0% | 4,918 | $2.1M |
| Advisory Alpha, LLC | 0.07% | Reduce -3.7% | 4,899 | $2.1M |
| Two Sigma Securities, LLC | 0.31% | New | 4,892 | $2.1M |
| Sharper & Granite LLC | 0.85% | Add +11.3% | 4,880 | $2.0M |
| Strategic Blueprint, LLC | 0.11% | Add +28.5% | 4,867 | $2.0M |
| FSM Wealth Advisors, LLC | 0.46% | Add +41.3% | 4,845 | $2.0M |
| Essex Financial Services, Inc. | 0.15% | Reduce -0.8% | 4,840 | $2.0M |
| Choreo, LLC | 0.03% | Add +6.8% | 4,809 | $2.0M |
| Bank Hapoalim BM | 0.30% | Add +0.1% | 4,789 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Add +4.9% | 4,783 | $2.0M |
| Seamount Financial Group Inc. | 1.37% | Add +0.1% | 4,783 | $2.0M |
| Windsor Capital Management, LLC | 0.61% | Reduce -7.5% | 4,754 | $2.0M |
| Secure Asset Management, LLC | 0.40% | Add +8.4% | 4,751 | $2.0M |
| Second Half Financial Partners, LLC | 0.99% | Reduce -1.8% | 4,745 | $2.0M |
| Mill Creek Capital Advisors, LLC | 0.05% | No change | 4,693 | $2.0M |
| Brookwood Investment Group LLC | 0.34% | — | 4,683 | $2.0M |
| 1ST Source Bank | 0.11% | Add +0.9% | 4,633 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.5% | 4,593 | $1.9M |
| Larson Financial Group LLC | 0.09% | Add +80.3% | 4,586 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.26% | No change | 4,541 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Reduce -7.4% | 4,541 | $1.9M |
| Ancora Advisors LLC | 0.04% | No change | 4,524 | $1.9M |
| Flagstar Securities, Inc. | 0.48% | Add +0.5% | 4,501 | $1.9M |
| Country Club Bank | 0.13% | No change | 4,554 | $1.9M |
| Verus Capital Partners, LLC | 0.19% | Add +12.6% | 4,489 | $1.9M |
| Gallacher Capital Management LLC | 0.91% | Add +4.0% | 4,438 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +23.9% | 4,436 | $1.9M |
| New England Asset Management Inc. | 0.31% | New | 4,410 | $1.9M |
| Fiduciary Wealth Partners, LLC | 1.56% | — | 4,299 | $1.8M |
| Embree Financial Group | 0.30% | Add +0.3% | 4,297 | $1.8M |
| Asset Allocation Strategies LLC | 0.45% | Reduce -18.2% | 4,287 | $1.8M |
| WealthBridge Capital Management, LLC | 0.51% | Reduce -0.1% | 4,279 | $1.8M |
| Mission Wealth Management, LP | 0.04% | Reduce -8.5% | 4,272 | $1.8M |
| Patton Albertson Miller Group, LLC | 0.27% | Reduce -0.6% | 4,255 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.42% | Add +12.6% | 4,227 | $1.8M |
| Apriem Advisors | 0.20% | No change | 4,150 | $1.7M |
| Golden State Wealth Management, LLC | 0.26% | Reduce -0.3% | 4,118 | $1.7M |
| Centennial Bank | 0.82% | Add +9.9% | 4,095 | $1.7M |
| Stokes Family Office, LLC | 0.19% | No change | 4,087 | $1.7M |
| Caxton Associates LLP | 0.06% | — | 4,056 | $1.7M |
| Money Concepts Capital Corp. | 0.13% | Reduce -63.2% | 4,054 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Add +1.6% | 4,039 | $1.7M |
| Coastwise Capital Group, LLC | 1.42% | Reduce -38.0% | 4,020 | $1.7M |
| Koshinski Asset Management, Inc. | 0.14% | Add +31.6% | 4,006 | $1.7M |
| Ashford Advisors, LLC | 0.42% | No change | 4,000 | $1.7M |
| Triumph Capital Management | 0.56% | Reduce -28.9% | 3,992 | $1.7M |
| Westbourne Investments, Inc. | 1.01% | Add +0.1% | 3,990 | $1.7M |
| Jackson Hole Capital Partners, LLC | 0.33% | No change | 3,955 | $1.7M |
| Community Trust & Investment Co. | 0.11% | No change | 3,951 | $1.7M |
| Sage Advisors, LLC | 1.16% | Add +1.4% | 3,940 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +2.8% | 3,922 | $1.6M |
| Ascentis Independent Advisors | 0.33% | Add +476.2% | 3,924 | $1.6M |
| MFG Wealth Management, Inc. | 1.57% | Add +0.5% | 3,922 | $1.6M |
| NBT Bank, N.A. | 0.12% | Add +0.7% | 3,921 | $1.6M |
| Leo Wealth, LLC | 0.23% | Reduce -2.0% | 3,889 | $1.6M |
| Connecticut Wealth Management, LLC | 0.09% | Add +2.7% | 3,878 | $1.6M |
| Paulson Wealth Management Inc. | 0.46% | Reduce -7.6% | 3,874 | $1.6M |
| Cambridge Advisors Inc. | 0.35% | No change | 3,841 | $1.6M |
| HUB Investment Partners, LLC | 0.06% | Reduce -1.2% | 3,809 | $1.6M |
| Morton Capital Management LLC | 0.31% | Add +0.4% | 3,787 | $1.6M |
| Sage Capital Management, LLC | 0.86% | Add +0.2% | 3,775 | $1.6M |
| Roundview Capital LLC | 0.11% | No change | 3,769 | $1.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.27% | Add +30.0% | 3,748 | $1.6M |
| Tocqueville Asset Management L.P. | 0.03% | No change | 3,750 | $1.6M |
| Alta Wealth Advisors LLC | 0.72% | Reduce -1.0% | 3,748 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +4.7% | 3,735 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -21.6% | 3,723 | $1.6M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,717 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -82.4% | 3,713 | $1.6M |
| QRG Capital Management, Inc. | 0.02% | Add +6.9% | 3,696 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.77% | Add +1.4% | 3,665 | $1.5M |
| Financial Life Planners | 1.49% | Add +1.9% | 3,657 | $1.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.41% | Reduce -4.8% | 3,645 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.8% | 3,642 | $1.5M |
| Cutter & CO Brokerage, Inc. | 0.36% | Add +5.8% | 3,630 | $1.5M |
| Smith, Moore & Co. | 0.14% | Reduce -6.9% | 3,612 | $1.5M |
| Purus Wealth Management, LLC | 0.64% | Add +0.3% | 3,610 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -7.2% | 3,606 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +7.2% | 3,603 | $1.5M |
| Invesco Ltd. | 0.00% | Add +48.6% | 3,528 | $1.5M |
| Certuity, LLC | 0.15% | Reduce -25.2% | 3,533 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -26.3% | 3,515 | $1.5M |
| Optivise Advisory Services LLC | 0.82% | Add +5.3% | 3,490 | $1.5M |
| Heritage Investment Group, Inc. | 0.27% | No change | 3,480 | $1.5M |
| Onyx Bridge Wealth Group LLC | 0.21% | Add +1.6% | 3,467 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,466 | $1.5M |
| WBH Advisory Inc. | 0.14% | Add +4.6% | 3,457 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,434 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -13.9% | 3,420 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.36% | Reduce -0.3% | 3,418 | $1.4M |
| Auxano Advisors, LLC | 0.38% | No change | 3,414 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Add +0.7% | 3,383 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +29.8% | 3,370 | $1.4M |
| Boston Research & Management Inc. | 0.35% | No change | 3,367 | $1.4M |
| NWF Advisory Services Inc. | 0.20% | Reduce -40.0% | 3,366 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | No change | 3,334 | $1.4M |
| CRA Financial Services, LLC | 0.24% | Add +4.0% | 3,316 | $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 |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -2.6% | 3,286 | $1.4M |
| Round Rock Advisors LLC | 0.25% | Add +0.1% | 3,249 | $1.4M |
| Good Life Advisors, LLC | 0.10% | Add +4.3% | 3,224 | $1.4M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -3.1% | 3,208 | $1.3M |
| FWG Holdings, LLC | 0.66% | No change | 3,314 | $1.3M |
| W.H. Cornerstone Investments Inc. | 0.93% | Reduce -5.8% | 3,198 | $1.3M |
| NFSG Corp | 0.32% | Add +8.8% | 3,187 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -6.3% | 3,177 | $1.3M |
| Signaturefd, LLC | 0.03% | Add +0.6% | 3,139 | $1.3M |
| Well Done, LLC | 0.24% | Add +3.4% | 3,080 | $1.3M |
| Uptick Partners, LLC | 0.44% | Add +13.3% | 3,111 | $1.3M |
| Jacobi Capital Management LLC | 0.10% | Add +18.5% | 3,106 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -4.2% | 3,040 | $1.3M |
| Northern Capital Management, Inc. | 0.83% | No change | 3,023 | $1.3M |
| Godsey & Gibb, Inc. | 0.12% | Reduce -5.3% | 3,009 | $1.3M |
| Grandview Asset Management LLC | 0.48% | Add +7.4% | 3,003 | $1.3M |
| Evoke Wealth, LLC | 0.03% | Reduce -2.6% | 2,991 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | No change | 2,990 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -9.5% | 2,968 | $1.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +61.2% | 2,934 | $1.2M |
| Latitude Advisors, LLC | 0.71% | Add +323.7% | 2,928 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Add +80.0% | 2,926 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +11.6% | 2,924 | $1.2M |
| Spring Capital Management, LLC | 0.67% | No change | 2,920 | $1.2M |
| Fortitude Family Office, LLC | 0.44% | Add +0.1% | 2,917 | $1.2M |
| Eagle Capital Management, LLC | 0.54% | No change | 2,915 | $1.2M |
| Paloma Partners Management Co | 0.43% | Reduce -61.5% | 2,857 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +83.4% | 2,854 | $1.2M |
| Aspen Capital Management, LLC | 0.38% | — | 2,850 | $1.2M |
| First City Capital Management, Inc. | 0.71% | No change | 2,834 | $1.2M |
| WESPAC Advisors, LLC | 0.97% | Add +209.8% | 2,828 | $1.2M |
| Saxon Interests, Inc. | 0.55% | Add +15.0% | 2,804 | $1.2M |
| First PREMIER Bank | 0.30% | No change | 2,800 | $1.2M |
| Verdence Capital Advisors LLC | 0.09% | Add +5.0% | 2,792 | $1.2M |
| Wealth Management Partners, LLC | 0.54% | No change | 2,777 | $1.2M |
| Valley National Advisers Inc. | 0.21% | No change | 2,774 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.0% | 2,764 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.43% | Add +46.3% | 2,750 | $1.2M |
| Fortune Financial Advisors, LLC | 0.99% | Reduce -14.1% | 2,747 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +0.2% | 2,756 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.17% | No change | 2,722 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +6.7% | 2,717 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -0.3% | 2,704 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.2% | 2,684 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -4.0% | 2,671 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -55.1% | 2,659 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +46.3% | 2,770 | $1.1M |
| Hancock Whitney Corp. | 0.04% | Reduce -0.6% | 2,639 | $1.1M |
| Magnus Financial Group LLC | 0.11% | Reduce -1.9% | 2,633 | $1.1M |
| Headlands Technologies LLC | 0.13% | New | 2,632 | $1.1M |
| Schechter Investment Advisors, LLC | 0.09% | New | 2,626 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.51% | Add +133.4% | 2,624 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -4.3% | 2,611 | $1.1M |
| ZWJ Investment Counsel Inc. | 0.04% | Reduce -2.2% | 2,608 | $1.1M |
| CENTRAL TRUST Co | 0.03% | No change | 2,608 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 2,585 | $1.1M |
| First National Trust Co | 0.04% | Reduce -1.2% | 2,571 | $1.1M |
| Caprock Group, LLC | 0.03% | Reduce -24.6% | 2,558 | $1.1M |
| Peoples Bank | 0.72% | Reduce -1.0% | 2,546 | $1.1M |
| Citizens & Northern Corp. | 0.30% | No change | 2,543 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +6.3% | 2,539 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -1.9% | 2,523 | $1.1M |
| Lion Street Advisors, LLC | 0.34% | Add +11.5% | 2,510 | $1.1M |
| Gotham Asset Management | 0.01% | New | 2,500 | $1.0M |
| Northwest Financial Advisors | 0.86% | Add +0.5% | 2,473 | $1.0M |
| XML Financial, LLC | 0.10% | Add +12.2% | 2,471 | $1.0M |
| Widmann Financial Services, Inc. | 0.80% | Add +0.0% | 2,456 | $1.0M |
| Clear Point Advisors Inc. | 0.92% | Add +0.3% | 2,439 | $1.0M |
| Concord Wealth Partners | 0.17% | Add +1567.1% | 2,434 | $1.0M |
| Appleton Partners Inc. | 0.08% | Add +317.9% | 2,432 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.28% | Reduce -2.7% | 2,436 | $1.0M |
| SVB Wealth LLC | 0.04% | No change | 2,431 | $1.0M |
| Financial Advocates Investment Management | 0.07% | Reduce -13.3% | 2,430 | $1.0M |
| Kelman-Lazarov, Inc. | 0.19% | Add +0.2% | 2,430 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.9% | 2,408 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Reduce -9.7% | 2,406 | $1.0M |
| Financial Alternatives, Inc | 0.72% | No change | 2,395 | $1.0M |
| Iyo Bank, Ltd. | 0.32% | New | 2,384 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | Add +6.3% | 2,360 | $991K |
| Financial Counselors Inc. | 0.01% | Add +4.0% | 2,359 | $990K |
| Motco | 0.10% | No change | 2,358 | $990K |
| Maxele Advisors, LLC | 0.95% | Reduce -0.4% | 2,345 | $985K |
| Sovereign Financial Group, Inc. | 0.22% | Add +6.8% | 2,324 | $976K |
| Zhang Financial LLC | 0.05% | No change | 2,303 | $967K |
| Private Trust Co. NA | 0.10% | Reduce -1.1% | 2,298 | $965K |
| Koss-Olinger Consulting, LLC | 0.08% | New | 2,287 | $960K |
| Regal Investment Advisors LLC | 0.08% | Add +2.3% | 2,277 | $956K |
| Harvest Investment Services, LLC | 0.27% | Reduce -72.9% | 2,270 | $953K |
| Visionary Wealth Advisors | 0.06% | Add +4.5% | 2,268 | $952K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.2% | 2,260 | $949K |
| One Wealth Management Investment & Advisory Services, LLC | 1.57% | Reduce -2.1% | 2,256 | $947K |
| Bank of Hawaii | 0.05% | Reduce -26.0% | 2,245 | $943K |
| KG Capital Management | 0.30% | Add +6.6% | 2,221 | $932K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -6.4% | 2,205 | $926K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +5.9% | 2,201 | $924K |
| Duncan Williams Asset Management, LLC | 0.33% | Add +4.1% | 2,188 | $919K |
| Net Worth Advisory Group | 0.29% | Reduce -49.2% | 2,179 | $915K |
| Rothschild Investment LLC | 0.06% | Add +24.4% | 2,161 | $907K |
| Dale Q Rice Investment Management Ltd | 0.47% | Reduce -0.2% | 2,156 | $905K |
| Pacific Financial Group Inc. | 0.73% | No change | 2,143 | $900K |
| Gables Capital Management Inc. | 0.44% | Add +3.2% | 2,119 | $890K |
| True North Advisors, LLC | 0.16% | Add +0.1% | 2,097 | $880K |
| Pegasus Asset Management, Inc. | 0.35% | Reduce -0.1% | 2,095 | $880K |
| Selective Wealth Management, Inc. | 0.38% | Reduce -1.6% | 2,187 | $879K |
| QTR Family Wealth, LLC | 0.66% | — | 2,093 | $879K |
| Huntleigh Advisors, Inc. | 0.15% | Reduce -1.7% | 2,086 | $876K |
| Romano Brothers and Company | 0.11% | Add +1.5% | 2,082 | $874K |
| Lane & Associates LLC | 0.47% | Reduce -0.1% | 2,079 | $873K |
| Florida Trust Wealth Management Co | 0.03% | No change | 2,077 | $872K |
| Allie Family Office LLC | 0.48% | No change | 2,078 | $872K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -30.8% | 2,072 | $870K |
| Revisor Wealth Management LLC | 0.38% | Add +79.2% | 2,045 | $860K |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.3% | 2,028 | $852K |
| Bawa N Mallick Trust | 0.40% | No change | 2,025 | $850K |
| NCP Inc. | 1.14% | Add +7.7% | 2,011 | $844K |
| Drexel Morgan & Co. | 0.18% | No change | 2,000 | $840K |
| MinichMacGregor Wealth Management, LLC | 0.19% | Reduce -7.7% | 1,993 | $837K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,964 | $825K |
| Holderness Investments Co. | 0.19% | Add +8.2% | 1,962 | $824K |
| Duncker Streett & Co. Inc. | 0.16% | Add +0.1% | 1,949 | $818K |
| United Bank | 0.10% | No change | 1,944 | $816K |
| SOL Capital Management CO | 0.09% | No change | 1,930 | $810K |
| Baltimore-Washington Financial Advisors, Inc. | 0.04% | New | 1,915 | $804K |
| L.M. Kohn & Company | 0.21% | Reduce -3.3% | 1,915 | $804K |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | Add +6.1% | 1,910 | $802K |
| Advisors Management Group Inc. | 0.17% | Reduce -85.4% | 1,908 | $801K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -26.7% | 1,905 | $800K |
| Arkos Global Advisors | 0.12% | No change | 1,890 | $794K |
| Stonebrook Private Inc. | 0.21% | Reduce -2.3% | 1,882 | $790K |
| 180 Wealth Advisors, LLC | 0.13% | No change | 1,876 | $788K |
| Encompass More Asset Management | 0.23% | Add +186.7% | 1,872 | $786K |
| Financial Futures Ltd Liability Co. | 0.44% | Add +0.4% | 1,856 | $779K |
| Lanark Financial, Inc. | 0.07% | — | 1,854 | $778K |
| Global Assets Advisory, LLC | 0.15% | Add +200.9% | 1,941 | $778K |
| Soundwatch Capital LLC | 0.35% | No change | 1,850 | $777K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +334.4% | 1,846 | $775K |
| Cypress Wealth Services, LLC | 0.16% | Add +3.4% | 1,844 | $774K |
| Chokshi & Queen Wealth Advisors, Inc | 0.51% | Add +12.2% | 1,843 | $774K |
| Strategies Wealth Advisors, LLC | 0.09% | Add +0.2% | 1,839 | $772K |
| Advanced Asset Management Advisors Inc | 0.21% | Reduce -28.3% | 1,838 | $772K |
| Freedom Investment Management, Inc. | 0.06% | Add +199.0% | 1,830 | $768K |
| Key Client Fiduciary Advisors, LLC | 0.35% | No change | 1,826 | $767K |
| Earned Wealth Advisors, LLC | 0.17% | Reduce -1.9% | 1,823 | $765K |
| American Investment Services, Inc. | 0.13% | Reduce -0.1% | 1,823 | $765K |
| Horizon Wealth Management, LLC | 0.13% | No change | 1,810 | $760K |
| Innovative Wealth Building LLC | 0.70% | Add +1.6% | 1,801 | $756K |
| Hobbs Group Advisors, LLC | 0.29% | Add +0.5% | 1,801 | $756K |
| Farmers National Bank | 0.21% | Reduce -3.2% | 1,799 | $755K |
| Activest Wealth Management | 0.20% | Add +6.9% | 1,792 | $753K |
| Assetmark, Inc. | 0.00% | Add +49.8% | 1,787 | $750K |
| Sims Investment Management, LLC | 0.34% | No change | 1,786 | $750K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +91.9% | 1,777 | $746K |
| Vontobel Holding Ltd. | 0.00% | Reduce -45.3% | 1,767 | $742K |
| Summit X, LLC | 0.16% | Add +4.5% | 1,761 | $740K |
| First Hawaiian Bank | 0.11% | No change | 1,762 | $740K |
| Sterling Investment Counsel, LLC | 0.25% | New | 1,734 | $728K |
| Optima Capital LLC | 0.46% | No change | 1,728 | $727K |
| Fagan Associates, Inc. | 0.12% | Reduce -2.6% | 1,720 | $722K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $719K |
| Capital Advisors Inc. | 0.01% | Reduce -1.1% | 1,703 | $715K |
| Argentarii, LLC | 0.35% | No change | 1,696 | $712K |
| American Alpha Advisors, LLC | 0.63% | Add +0.4% | 1,695 | $712K |
| OMNI 360 Wealth, Inc. | 0.48% | Reduce -1.4% | 1,694 | $711K |
| Meritage Portfolio Management | 0.05% | No change | 1,693 | $711K |
| Perennial Investment Advisors, LLC | 0.08% | Add +34.9% | 1,685 | $708K |
| Global Financial Private Client, LLC | 0.27% | Add +0.5% | 1,673 | $702K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -89.5% | 1,670 | $696K |
| Samalin Investment Counsel, LLC | 0.28% | Reduce -39.0% | 1,654 | $695K |
| HBW Advisory Services LLC | 0.10% | Add +43.6% | 1,654 | $694K |
| Acas, LLC | 0.53% | Reduce -2.2% | 1,695 | $691K |
| Fogel Capital Management, Inc. | 0.37% | No change | 1,638 | $688K |
| JT Stratford LLC | 0.12% | Reduce -23.6% | 1,633 | $686K |
| Am Investment Strategies LLC | 0.17% | Add +28.2% | 1,629 | $684K |
| Burns J W & Co. Inc. | 0.09% | Reduce -0.6% | 1,629 | $684K |
| Oxinas Partners, LLC | 0.40% | Add +14.4% | 1,625 | $682K |
| LexAurum Advisors, LLC | 0.13% | Reduce -12.3% | 1,625 | $682K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -62.3% | 1,621 | $681K |
| Consolidated Capital Management, LLC | 0.28% | Reduce -5.9% | 1,619 | $680K |
| Bensler, LLC | 0.08% | Add +0.2% | 1,610 | $676K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.9% | 1,609 | $676K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.3% | 1,607 | $675K |
| Howard Wealth Management, LLC | 0.38% | Reduce -1.5% | 1,605 | $674K |
| DGS Capital Management, LLC | 0.18% | Reduce -15.3% | 1,601 | $672K |
| HCR Wealth Advisors | 0.09% | Reduce -8.1% | 1,599 | $671K |
| Sheets Smith Wealth Management | 0.08% | Reduce -3.0% | 1,588 | $667K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 1,577 | $662K |
| Eastern Bank | 0.01% | Reduce -8.8% | 1,557 | $654K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -4.6% | 1,556 | $653K |
| Denver Wealth Management, Inc. | 0.30% | Reduce -5.0% | 1,555 | $653K |
| Roehl & Yi Investment Advisors, LLC | 0.35% | No change | 1,545 | $649K |
| Dumont & Blake Investment Advisors LLC | 0.18% | Reduce -0.3% | 1,539 | $646K |
| Peak Planning Group, LLC | 0.27% | Reduce -34.8% | 1,534 | $644K |
| TBH Global Asset Management, LLC | 0.12% | Add +27.1% | 1,533 | $644K |
| Aviance Capital Partners, LLC | 0.09% | Reduce -6.1% | 1,529 | $642K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $640K |
| Fidelity D & D Bancorp Inc. | 0.42% | No change | 1,521 | $639K |
| DSG Capital Advisors, LLC | 0.13% | Reduce -4.7% | 1,517 | $637K |
| Howard Capital Management, LLC | 0.02% | Add +0.3% | 1,515 | $636K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,510 | $635K |
| First Financial Corp. | 0.31% | No change | 1,512 | $635K |
| Aventura Private Wealth, LLC | 0.33% | No change | 1,508 | $633K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $631K |
| GPS Wealth Strategies Group, LLC | 0.09% | Reduce -9.8% | 1,500 | $630K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -4.5% | 1,498 | $629K |
| Sage Capital Advisors,llc | 0.16% | Reduce -7.5% | 1,497 | $629K |
| Destination Wealth Management | 0.02% | Reduce -0.1% | 1,497 | $629K |
| Trust Co. of Vermont | 0.03% | Add +2.4% | 1,491 | $626K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -19.4% | 1,489 | $625K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +144.0% | 1,476 | $620K |
| Cim, LLC | 0.09% | Reduce -24.3% | 1,468 | $616K |
| Edgestream Partners, L.P. | 0.02% | Reduce -71.7% | 1,463 | $614K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 1,462 | $614K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.34% | No change | 1,445 | $607K |
| ZEGA Investments, LLC | 0.18% | New | 1,434 | $602K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -14.4% | 1,430 | $600K |
| JDM Financial Group LLC | 0.30% | Reduce -4.2% | 1,428 | $600K |
| Compass Wealth Management LLC | 0.15% | Reduce -1.1% | 1,426 | $599K |
| Principal Securities, Inc. | 0.01% | No change | 1,400 | $596K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 1,441 | $592K |
| Donald L. Hagan, LLC | 0.31% | No change | 1,407 | $591K |
| Financial Guidance Group, Inc. | 0.32% | No change | 1,406 | $590K |
| Compass Planning Associates Inc | 0.59% | No change | 1,390 | $584K |
| Wealthspire Retirement, LLC | 0.05% | No change | 1,387 | $582K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.7% | 1,530 | $581K |
| Claro Advisors Inc. | 0.08% | Add +38.3% | 1,379 | $579K |
| Bordeaux Wealth Advisors LLC | 0.11% | No change | 1,375 | $577K |
| Weaver Consulting Group | 0.17% | No change | 1,371 | $576K |
| Powers Advisory Group, LLC | 0.27% | No change | 1,371 | $576K |
| Thoma Capital Management LLC | 0.40% | No change | 1,370 | $575K |
| Traphagen Investment Advisors LLC | 0.06% | Reduce -0.1% | 1,367 | $574K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -6.2% | 1,360 | $571K |
| Orrstown Financial Services Inc. | 0.14% | No change | 1,358 | $570K |
| Quantum Private Wealth, LLC | 0.21% | No change | 1,352 | $568K |
| Advisor OS, LLC | 0.06% | New | 1,349 | $567K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 1,342 | $563K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 1,340 | $563K |
| Geneos Wealth Management Inc. | 0.02% | No change | 1,340 | $563K |
| SkyOak Wealth, LLC | 0.12% | Reduce -12.8% | 1,339 | $562K |
| Olistico Wealth, LLC | 0.35% | Reduce -15.0% | 1,138 | $562K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $561K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,335 | $561K |
| Nottingham Advisors, Inc. | 0.08% | No change | 1,321 | $555K |
| Integrity Wealth Solutions LLC | 0.30% | Add +130.4% | 1,318 | $554K |
| Quartz Partners, LLC | 0.34% | Reduce -15.4% | 1,320 | $554K |
| Bessemer Group Inc. | 0.00% | Add +5.6% | 1,314 | $552K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 1,306 | $548K |
| Haven Private, LLC | 0.31% | Reduce -5.4% | 1,306 | $548K |
| D.B. Root & Company, LLC | 0.18% | No change | 1,302 | $547K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 1,300 | $546K |
| Virtue Capital Management, LLC | 0.06% | New | 1,294 | $544K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 1,294 | $543K |
| Grantvest Financial Group LLC | 0.44% | Reduce -4.9% | 1,290 | $542K |
| BIP Wealth, LLC | 0.03% | Add +0.4% | 1,275 | $535K |
| N.E.W. Advisory Services LLC | 0.04% | Add +13.9% | 1,273 | $535K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -0.7% | 1,263 | $530K |
| High Net Worth Advisory Group LLC | 0.15% | Reduce -8.5% | 1,258 | $528K |
| Stonebridge Financial Group, LLC | 0.06% | No change | 1,253 | $526K |
| Walkner Condon Financial Advisors LLC | 0.11% | No change | 1,253 | $526K |
| LWM Advisory Services, LLC | 0.37% | Add +0.1% | 1,252 | $526K |
| LJI Wealth Management, LLC | 0.10% | No change | 1,250 | $525K |
| Court Place Advisors, LLC | 0.17% | No change | 1,244 | $522K |
| Traction Financial Partners, LLC | 0.41% | Reduce -18.4% | 1,241 | $521K |
| Avantax Planning Partners, Inc. | 0.02% | New | 1,235 | $519K |
| Diversified Enterprises, LLC | 0.04% | Add +0.2% | 1,234 | $518K |
| Founders Capital Management | 0.33% | Reduce -12.2% | 1,232 | $517K |
| Enzi Wealth | 0.21% | No change | 1,277 | $512K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.1% | 1,219 | $512K |
| Seven Mile Advisory | 0.34% | Reduce -2.9% | 1,214 | $510K |
| Redwood Financial Network Corp | 0.39% | Reduce -1.3% | 1,213 | $509K |
| Alteri Wealth LLC | 0.22% | Add +19.1% | 1,210 | $508K |
| GenTrust, LLC | 0.02% | Add +20.0% | 1,201 | $505K |
| Private Capital Management, LLC | 0.06% | No change | 1,200 | $504K |
| Lindbrook Capital, LLC | 0.05% | No change | 1,199 | $503K |
| Carolinas Wealth Consulting LLC | 0.11% | Add +7.0% | 1,188 | $499K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 1,184 | $497K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $495K |
| Grassi Investment Management | 0.05% | Add +0.1% | 1,179 | $495K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -22.2% | 1,168 | $490K |
| Canandaigua National Trust Co of Florida | 0.43% | No change | 1,164 | $489K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $485K |
| Okabena Investment Services Inc. | 0.12% | Reduce -5.7% | 1,150 | $483K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.12% | No change | 1,147 | $482K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $479K |
| Ring Mountain Capital, LLC | 0.36% | No change | 1,136 | $477K |
| Athena Investment Management | 0.29% | No change | 1,133 | $476K |
| Eagle Strategies LLC | 0.08% | Reduce -10.0% | 1,132 | $475K |
| Fisher Asset Management | 0.00% | Add +44.3% | 1,131 | $475K |
| Riverbend Wealth Management, LLC | 0.42% | Add +12.5% | 1,127 | $473K |
| Opinicus Capital, Inc. | 0.42% | Add +1.4% | 1,120 | $470K |
| Delta Capital Management LLC | 0.28% | No change | 1,120 | $470K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $469K |
| Wealthspan Partners, LLC | 0.22% | Reduce -3.7% | 1,115 | $468K |
| Marex Group Ltd | 0.01% | Reduce -92.2% | 1,115 | $468K |
| Sound Income Strategies, LLC | 0.03% | Add +19.1% | 1,110 | $466K |
| Howe & Rusling Inc. | 0.04% | Reduce -3.6% | 1,110 | $466K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $462K |
| Vishria Bird Financial Group, LLC | 0.16% | Reduce -21.4% | 1,101 | $462K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -2.9% | 1,099 | $461K |
| Scharf Investments, LLC | 0.01% | No change | 1,095 | $460K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $457K |
| Mattern Wealth Management LLC | 0.10% | Add +42.8% | 1,084 | $455K |
| Warner Financial, Inc. | 0.20% | Add +0.2% | 1,077 | $452K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.1% | 1,069 | $449K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $447K |
| Crewe Advisors LLC | 0.06% | No change | 1,062 | $446K |
| Diversified Trust Co. | 0.01% | Reduce -6.0% | 1,062 | $446K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,052 | $442K |
| McGuire Investment Group, LLC | 0.07% | New | 1,051 | $441K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -57.1% | 1,057 | $439K |
| Parallel Advisors, LLC | 0.01% | Add +7.1% | 1,046 | $439K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -40.5% | 1,042 | $438K |
| Bluesphere Advisors LLC | 0.25% | Reduce -19.4% | 1,040 | $437K |
| Pinnacle Wealth Management Group, Inc. | 0.30% | Reduce -6.0% | 1,037 | $435K |
| Victrix Investment Advisors | 0.23% | New | 1,166 | $435K |
| Red Door Wealth Management, LLC | 0.06% | Add +5.7% | 1,031 | $433K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,027 | $431K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -12.6% | 1,025 | $430K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $429K |
| Investment Partners Asset Management, Inc. | 0.34% | Add +1.9% | 1,020 | $428K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $428K |
| Campbell Deegan Wealth Management, LLC | 0.49% | Reduce -8.1% | 1,015 | $426K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -30.5% | 1,007 | $424K |
| Paradigm, Strategies in Wealth Management, LLC | 0.29% | Reduce -9.0% | 1,008 | $423K |
| Agf Management Ltd. | 0.00% | Reduce -2.9% | 1,005 | $422K |
| Freestate Advisors LLC | 0.42% | Add +0.5% | 1,004 | $421K |
| Bradley & Co. Private Wealth Management, LLC | 0.29% | No change | 1,000 | $420K |
| Successful Portfolios LLC | 0.29% | No change | 1,000 | $420K |
| Narus Financial Partners, LLC | 0.14% | Reduce -16.7% | 1,000 | $420K |
| Ipswich Investment Management Co., Inc. | 0.10% | No change | 1,000 | $420K |
| Chesley Taft & Associates LLC | 0.02% | Reduce -16.7% | 1,000 | $420K |
| Ameriflex Group, Inc. | 0.17% | Add +0.2% | 995 | $418K |
| Spinnaker Trust | 0.03% | Reduce -0.6% | 992 | $417K |
| Fortis Capital Advisors, LLC | 0.08% | Add +6.2% | 989 | $415K |
| Belpointe Asset Management LLC | 0.02% | Reduce -89.0% | 989 | $415K |
| IPG Investment Advisors LLC | 0.09% | Add +7.1% | 986 | $415K |
| Aprio Wealth Management, LLC | 0.05% | No change | 985 | $414K |
| Plancorp, LLC | 0.02% | Reduce -16.6% | 981 | $412K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Reduce -0.5% | 979 | $411K |
| First Trust Advisors LP | 0.00% | Add +4.3% | 979 | $411K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | No change | 974 | $409K |
| GatePass Capital, LLC | 0.31% | New | 973 | $409K |
| Element Wealth, LLC | 0.22% | Reduce -2.1% | 962 | $404K |
| M3 Advisory Group, LLC | 0.32% | Reduce -43.2% | 960 | $403K |
| Vista Investment Partners LLC | 0.12% | Add +0.4% | 955 | $401K |
| Sierra Capital LLC | 0.05% | No change | 955 | $401K |
| Vigilare Wealth Management | 0.16% | Add +0.1% | 951 | $399K |
| Kellett Wealth Advisors, LLC | 0.28% | Add +2.6% | 951 | $399K |
| Apella Capital, LLC | 0.01% | Add +11.6% | 982 | $399K |
| Franklin Resources Inc. | 0.00% | Reduce -45.7% | 949 | $398K |
| Mather Group, Llc. | 0.00% | Add +11.2% | 930 | $391K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +2.3% | 927 | $389K |
| W Advisors, LLC | 0.24% | No change | 925 | $388K |
| CGN Advisors LLC | 0.04% | Reduce -2.5% | 920 | $386K |
| Root Financial Partners, LLC | 0.04% | Add +9.9% | 913 | $383K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $383K |
| Forum Financial Management, LP | 0.01% | Add +22.4% | 903 | $379K |
| Full Sail Capital, LLC | 0.02% | New | 900 | $378K |
| Empirical Asset Management, LLC | 0.13% | New | 900 | $378K |
| Tidal Investments LLC | 0.00% | Reduce -30.7% | 898 | $377K |
| Innova Wealth Partners | 0.23% | Add +7.2% | 894 | $375K |
| One Capital Management, LLC | 0.01% | No change | 892 | $375K |
| Continuum Advisory, LLC | 0.05% | Reduce -11.4% | 889 | $373K |
| Cornerstone Advisory, LLC | 0.04% | Add +2.2% | 912 | $372K |
| WealthShield Partners, LLC | 0.05% | Add +36.1% | 886 | $372K |
| AdvisorNet Financial, Inc | 0.03% | No change | 886 | $372K |
| AllSquare Wealth Management LLC | 0.22% | No change | 886 | $372K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 886 | $372K |
| Winthrop Advisory Group LLC | 0.04% | No change | 882 | $371K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $369K |
| Meridian Management Co. | 0.11% | No change | 877 | $368K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -0.7% | 874 | $367K |
| Total Investment Management Inc. | 0.05% | Reduce -33.1% | 874 | $367K |
| Fortitude Advisory Group L.L.C. | 0.26% | Reduce -19.3% | 920 | $366K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +16.0% | 870 | $365K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +0.2% | 867 | $364K |
| Patten & Patten Inc. | 0.02% | Reduce -8.0% | 866 | $364K |
| Purkiss Capital Advisors LLC | 0.27% | Add +0.5% | 864 | $363K |
| Evermay Wealth Management LLC | 0.05% | No change | 861 | $362K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Reduce -5.0% | 860 | $361K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | No change | 857 | $360K |
| Granite FO LLC | 0.20% | No change | 855 | $359K |
| Monterey Private Wealth, Inc. | 0.11% | Add +0.2% | 851 | $357K |
| Scientech Research LLC | 0.09% | New | 850 | $357K |
| Freedom Financial Partners LLC | 0.17% | Add +0.1% | 847 | $356K |
| Highline Wealth Partners LLC | 0.12% | Reduce -3.3% | 847 | $355K |
| Pacific Sun Financial Corp | 0.20% | No change | 845 | $355K |
| Monument Capital Management | 0.11% | No change | 845 | $355K |
| Albion Financial Group | 0.03% | Reduce -50.6% | 840 | $353K |
| Clare Market Investments LLC | 0.09% | Add +0.5% | 838 | $352K |
| Cooper Financial Group | 0.05% | Reduce -1.1% | 837 | $352K |
| KFG Wealth Management, LLC | 0.06% | No change | 834 | $350K |
| WNY Asset Management, LLC | 0.04% | No change | 833 | $350K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.1% | 832 | $349K |
| RIA Advisory Group LLC | 0.11% | Reduce -0.1% | 830 | $349K |
| First National Bank Sioux Falls | 0.14% | No change | 828 | $348K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -14.1% | 858 | $348K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -0.7% | 827 | $347K |
| Group One Trading LLC | 0.01% | Reduce -86.3% | 825 | $346K |
| Banco BTG Pactual S.A. | 0.09% | No change | 823 | $346K |
| Pacific Center for Financial Services | 0.09% | No change | 812 | $341K |
| West Wealth Group, LLC | 0.10% | New | 811 | $341K |
| Peak Asset Management, LLC | 0.06% | Reduce -14.9% | 808 | $339K |
| Alpha Advisors, LLC | 0.30% | No change | 808 | $339K |
| Floyd Financial Group LLC | 0.31% | No change | 807 | $339K |
| Smithfield Trust Co | 0.02% | No change | 805 | $338K |
| Prosperity Planning, Inc. | 0.15% | Reduce -1.0% | 804 | $338K |
| AlTi Global, Inc. | 0.01% | Add +0.3% | 803 | $338K |
| Empower Advisory Group, LLC | 0.00% | Reduce -53.0% | 804 | $338K |
| Pitti Group Wealth Management, LLC | 0.35% | Add +0.1% | 803 | $337K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $337K |
| Tandem Investment Partners LLC | 0.33% | No change | 800 | $336K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 790 | $332K |
| Schrum Private Wealth Management LLC | 0.29% | Reduce -33.2% | 790 | $332K |
| Vanguard Group Inc. | 0.00% | Add +5.2% | 788 | $331K |
| Checchi Capital Advisers, LLC | 0.02% | Add +14.0% | 781 | $328K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -1.3% | 780 | $328K |
| Smith Thornton Advisors LLC | 0.20% | No change | 779 | $327K |
| BlackDiamond Wealth Management, LLC | 0.22% | Reduce -18.8% | 792 | $327K |
| ADG Wealth Management Group, LLC | 0.31% | New | 778 | $327K |
| Parisi Gray Wealth Management | 0.11% | Add +0.4% | 776 | $326K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $325K |
| Meeder Advisory Services, Inc. | 0.02% | No change | 775 | $325K |
| Matauro, LLC | 0.07% | Add +0.5% | 774 | $325K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -95.0% | 772 | $324K |
| Chemistry Wealth Management LLC | 0.08% | Reduce -1.5% | 769 | $323K |
| Aspire Capital Advisors LLC | 0.10% | Add +0.4% | 768 | $322K |
| Marshall Financial Group, LLC | 0.07% | Add +16.0% | 767 | $322K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 765 | $322K |
| Coldstream Capital Management Inc. | 0.01% | Add +25.6% | 761 | $320K |
| Ranch Capital Advisors Inc. | 0.15% | Reduce -1.0% | 760 | $319K |
| Wealthcare Capital Management LLC | 0.03% | No change | 759 | $319K |
| Aspiriant, LLC | 0.01% | No change | 758 | $318K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.3% | 756 | $317K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 800 | $317K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +15.2% | 751 | $315K |
| Primoris Wealth Advisors, LLC | 0.24% | Reduce -50.0% | 750 | $315K |
| Palisade Asset Management, LLC | 0.03% | No change | 750 | $315K |
| Sage Financial Group Inc. | 0.03% | No change | 750 | $315K |
| Wedmont Private Capital | 0.02% | Add +0.1% | 783 | $314K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $314K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 744 | $312K |
| Ground Swell Capital, LLC | 0.73% | New | 744 | $312K |
| Atlas Legacy Advisors, LLC | 0.08% | No change | 743 | $312K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -1.6% | 743 | $312K |
| CPC Advisors, LLC | 0.04% | Reduce -1.1% | 741 | $311K |
| Ellerson Group Inc. | 0.25% | No change | 740 | $311K |
| Focused Wealth Management, Inc | 0.04% | Add +12.7% | 739 | $310K |
| Total Clarity Wealth Management, Inc. | 0.10% | No change | 727 | $310K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -0.9% | 737 | $309K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Reduce -35.3% | 732 | $307K |
| Keebeck Wealth Management | 0.05% | No change | 730 | $307K |
| Warwick Investment Management, Inc. | 0.06% | Add +0.1% | 725 | $305K |
| ING Groep NV | 0.00% | New | 717 | $301K |
| First National Bank of Omaha | 0.02% | No change | 717 | $301K |
| High Note Wealth, LLC | 0.07% | No change | 715 | $300K |
| Banco Santander, S.A. | 0.00% | Add +25.0% | 715 | $300K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 710 | $299K |
| Blue Trust, Inc. | 0.00% | Add +31.0% | 701 | $294K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 700 | $294K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $294K |
| Kozak & Associates, Inc. | 0.07% | Reduce -0.4% | 721 | $292K |
| O'ROURKE & COMPANY, Inc | 0.14% | Add +5.5% | 694 | $291K |
| Francis Financial, Inc. | 0.07% | No change | 691 | $290K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 681 | $290K |
| ShankerValleau Wealth Advisors, Inc. | 0.09% | No change | 690 | $290K |
| JB Capital LLC | 0.02% | New | 690 | $289K |
| BNC Wealth Management, LLC | 0.10% | Reduce -2.4% | 688 | $289K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -30.9% | 688 | $289K |
| Aldebaran Financial Inc. | 0.35% | Reduce -0.3% | 688 | $289K |
| Planning Directions Inc. | 0.12% | New | 687 | $288K |
| CPR Investments Inc. | 0.26% | New | 685 | $288K |
| Ellis Investment Partners, LLC | 0.06% | No change | 683 | $287K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -12.1% | 683 | $287K |
| Sandy Spring Bank | 0.01% | Reduce -18.4% | 682 | $286K |
| World Equity Group, Inc. | 0.08% | Reduce -50.8% | 677 | $284K |
| Ingalls & Snyder LLC | 0.01% | New | 673 | $283K |
| Retirement Solution LLC | 0.08% | New | 669 | $281K |
| Heritage Wealth Advisors | 0.01% | No change | 666 | $280K |
| Hayek Kallen Investment Management | 0.10% | Add +14.3% | 664 | $279K |
| Moseley Investment Management Inc. | 0.11% | Reduce -37.7% | 660 | $277K |
| Smith Salley Wealth Management | 0.02% | No change | 659 | $277K |
| PCG Wealth Advisors, LLC | 0.10% | No change | 655 | $275K |
| John W. Brooker & Co., CPAs | 0.11% | Reduce -0.6% | 653 | $274K |
| Old National Bancorp | 0.01% | No change | 652 | $274K |
| Parkworth Wealth Management, Inc. | 0.22% | Add +0.5% | 651 | $273K |
| PCG Asset Management, LLC | 0.26% | No change | 651 | $273K |
| Councilmark Asset Management, LLC | 0.18% | No change | 650 | $273K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $273K |
| Maple Capital Management, Inc. | 0.02% | Reduce -5.3% | 643 | $270K |
| Neumann Capital Management, LLC | 0.09% | Reduce -4.5% | 642 | $270K |
| Main Street Research LLC | 0.02% | Reduce -16.2% | 640 | $269K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $268K |
| Nadler Financial Group, Inc. | 0.03% | No change | 636 | $267K |
| Richards, Merrill & Peterson, Inc. | 0.14% | Reduce -5.9% | 635 | $267K |
| Mystic Asset Management, Inc. | 0.07% | Reduce -0.8% | 632 | $265K |
| Sovran Advisors, LLC | 0.03% | Add +19.7% | 675 | $264K |
| Accredited Investors Inc. | 0.02% | No change | 628 | $264K |
| Dunhill Financial, LLC | 0.12% | Reduce -37.4% | 627 | $263K |
| Fairvoy Private Wealth, LLC | 0.07% | Reduce -41.8% | 626 | $263K |
| Accelerate Investment Advisors LLC | 0.22% | No change | 626 | $263K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -6.0% | 625 | $263K |
| Black Diamond Financial, LLC | 0.04% | Add +0.5% | 625 | $262K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 624 | $262K |
| Everhart Financial Group, Inc. | 0.04% | No change | 618 | $259K |
| Vantage Point Financial LLC | 0.13% | No change | 617 | $259K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 653 | $259K |
| Argent Trust Co | 0.01% | Add +2.7% | 617 | $259K |
| Collaborative Wealth Managment Inc. | 0.12% | Reduce -13.5% | 614 | $258K |
| Excalibur Management Corp. | 0.10% | No change | 612 | $257K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.5% | 611 | $257K |
| Avalon Capital Management | 0.07% | No change | 611 | $257K |
| Wingate Wealth Advisors, Inc. | 0.30% | Reduce -13.2% | 611 | $256K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 609 | $256K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -1.1% | 609 | $256K |
| Grey Fox Wealth Advisors, LLC | 0.07% | Add +0.5% | 607 | $256K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 608 | $255K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 608 | $255K |
| Accel Wealth Management | 0.09% | Add +0.3% | 606 | $255K |
| Front Row Advisors LLC | 0.10% | No change | 605 | $255K |
| North Star Investment Management Corp. | 0.02% | No change | 605 | $254K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -74.6% | 604 | $254K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $252K |
| WPWealth LLP | 0.05% | No change | 601 | $252K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $252K |
| Bfsg, LLC | 0.03% | No change | 598 | $251K |
| Whitcomb & Hess, Inc. | 0.08% | No change | 597 | $251K |
| Harbor Group, Inc. | 0.05% | Add +0.2% | 596 | $250K |
| Quest 10 Wealth Builders, Inc. | 0.27% | Reduce -8.3% | 596 | $250K |
| PDS Planning, Inc | 0.02% | No change | 592 | $249K |
| Summit Trail Advisors, LLC | 0.01% | New | 590 | $248K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $248K |
| Sather Financial Group Inc | 0.02% | New | 590 | $248K |
| Elite Life Management LLC | 0.77% | No change | 588 | $247K |
| Obermeyer Wealth Partners | 0.01% | No change | 587 | $246K |
| Callan Capital, LLC | 0.02% | Reduce -44.9% | 587 | $246K |
| First United Bank & Trust | 0.09% | Reduce -7.9% | 586 | $246K |
| Atlantic Private Wealth, LLC | 0.18% | Add +0.3% | 585 | $246K |
| Beck Capital Management, LLC | 0.07% | Reduce -1.0% | 585 | $246K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 585 | $246K |
| Spirepoint Private Client, LLC | 0.03% | No change | 579 | $243K |
| Liberty Wealth Management LLC | 0.05% | Reduce -8.6% | 576 | $242K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -4.8% | 576 | $242K |
| Meridian Financial Advisors, LLC | 0.17% | No change | 575 | $241K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 575 | $241K |
| Private Client Services, LLC | 0.12% | Add +9.8% | 569 | $239K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 569 | $239K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 567 | $238K |
| Hurlow Wealth Management Group, Inc. | 0.07% | New | 566 | $238K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $237K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 564 | $237K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -47.7% | 563 | $236K |
| Tull Financial Group, Inc. | 0.14% | No change | 562 | $236K |
| Hall Capital Management Co. Inc. | 0.11% | No change | 562 | $236K |
| RPS Advisory Solutions LLC | 0.17% | Reduce -96.0% | 557 | $234K |
| Adamsbrown Wealth Consultants LLC | 0.07% | No change | 557 | $234K |
| Inspire Advisors, LLC | 0.03% | No change | 553 | $232K |
| Slagle Financial, LLC | 0.10% | Reduce -6.6% | 552 | $232K |
| KFA Private Wealth Group, LLC | 0.08% | New | 552 | $232K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $232K |
| Topsail Wealth Management, LLC | 0.05% | No change | 550 | $231K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $231K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $231K |
| Financial Partners Group, Inc | 0.04% | New | 546 | $229K |
| Austin Private Wealth, LLC | 0.02% | Add +1.1% | 546 | $229K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.2% | 541 | $228K |
| Gsa Capital Partners LLP | 0.02% | Reduce -47.7% | 543 | $228K |
| Brand Asset Management Group, Inc. | 0.10% | New | 543 | $228K |
| TradeWell Securities, LLC. | 0.13% | Reduce -33.3% | 541 | $227K |
| HM Payson & Co. | 0.00% | Add +22.7% | 540 | $227K |
| Gibson Capital, LLC | 0.05% | Reduce -6.1% | 540 | $227K |
| Principle Wealth Partners LLC | 0.02% | No change | 540 | $227K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 538 | $226K |
| SLT Holdings LLC | 0.22% | No change | 536 | $225K |
| SoundView Advisors Inc. | 0.09% | New | 538 | $225K |
| Boyd Watterson Asset Management LLC | 0.07% | No change | 533 | $224K |
| Key Financial Inc | 0.05% | Add +15.1% | 533 | $224K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -0.6% | 532 | $223K |
| Blue Fin Capital, Inc. | 0.04% | No change | 530 | $223K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 530 | $223K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.4% | 530 | $223K |
| Moment Partners, LLC | 0.04% | Reduce -5.0% | 529 | $222K |
| Global Trust Asset Management, LLC | 0.14% | Reduce -53.2% | 529 | $222K |
| Roman Butler Fullerton & Co. | 0.09% | New | 548 | $221K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -33.1% | 525 | $221K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 522 | $220K |
| Rockland Trust Co. | 0.01% | No change | 525 | $220K |
| ABLE Financial Group, LLC | 0.06% | Add +3.2% | 523 | $220K |
| New Wave Wealth Advisors LLC | 0.10% | Reduce -9.2% | 522 | $219K |
| MTM Investment Management, LLC | 0.08% | No change | 519 | $218K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -17.9% | 518 | $218K |
| Hutchinson Capital Management | 0.04% | Reduce -37.8% | 518 | $217K |
| Westside Investment Management, Inc. | 0.05% | Add +10.8% | 515 | $216K |
| Basepoint Wealth LLC | 0.17% | No change | 508 | $213K |
| Centurion Wealth Management LLC | 0.07% | No change | 499 | $212K |
| Tandem Capital Management Corp. | 0.12% | No change | 505 | $212K |
| Wisconsin Wealth Advisors, LLC | 0.30% | Reduce -1.9% | 504 | $212K |
| Burk Holdings LLC | 0.16% | Reduce -10.6% | 504 | $212K |
| Gryphon Financial Partners LLC | 0.03% | No change | 504 | $212K |
| Axecap Investments, LLC | 0.18% | No change | 501 | $210K |
| Great Diamond Partners, LLC | 0.06% | Add +0.2% | 501 | $210K |
| Vestor Capital, LLC | 0.02% | No change | 500 | $210K |
| LFA - Lugano Financial Advisors SA | 0.14% | No change | 500 | $210K |
| Keeley-Teton Advisors, LLC | 0.03% | Reduce -44.4% | 500 | $210K |
| Callan Family Office, LLC | 0.02% | No change | 500 | $210K |
| Natixis | 0.00% | New | 500 | $208K |
| MKD Wealth Coaches, LLC | 0.23% | No change | 494 | $207K |
| McDonald Partners LLC | 0.05% | New | 486 | $206K |
| Centennial Wealth Advisory LLC | 0.07% | Reduce -5.9% | 491 | $206K |
| IFS Advisors, LLC | 0.17% | No change | 491 | $206K |
| AlphaCore Capital LLC | 0.02% | New | 490 | $206K |
| OneAscent Financial Services LLC | 0.01% | No change | 490 | $206K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.2% | 504 | $205K |
| 1832 Asset Management L.P. | 0.00% | No change | 485 | $204K |
| Evensky & Katz LLC | 0.01% | Reduce -23.4% | 483 | $203K |
| Cerro Pacific Wealth Advisors LLC | 0.07% | No change | 477 | $203K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.2% | 482 | $202K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 481 | $202K |
| Seneca Financial Advisors LLC | 0.10% | New | 481 | $202K |
| St. Johns Investment Management Company, LLC | 0.10% | No change | 460 | $193K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +177.8% | 450 | $189K |
| City Holding Co. | 0.03% | Add +121.5% | 443 | $186K |
| Arax Advisory Partners | 0.01% | No change | 438 | $184K |
| Wellington Shields & Co., LLC | 0.06% | Add +2.6% | 438 | $184K |
| Elevation Wealth Partners, LLC | 0.08% | Reduce -5.8% | 424 | $178K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $177K |
| Deutsche Bank AG | 0.00% | Reduce -42.1% | 415 | $174K |
| Trifecta Capital Advisors, LLC | 0.04% | No change | 410 | $172K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -25.1% | 406 | $170K |
| BankPlus Trust Department | 0.06% | No change | 405 | $170K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.5% | 398 | $167K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -22.9% | 397 | $167K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 389 | $163K |
| Rogco, LP | 0.07% | No change | 387 | $162K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 386 | $162K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 382 | $160K |
| Oakworth Capital, Inc. | 0.01% | Reduce -2.6% | 380 | $160K |
| Tidemark, LLC | 0.06% | No change | 374 | $157K |
| Putney Financial Group LLC | 0.15% | No change | 350 | $147K |
| Bangor Savings Bank | 0.01% | No change | 345 | $145K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 341 | $143K |
| Trust Co | 0.02% | No change | 337 | $142K |
| Capital Analysts, LLC | 0.01% | Reduce -25.1% | 337 | $141K |
| Wealth Preservation Advisors, LLC | 0.10% | — | 333 | $140K |
| Future Financial Wealth Managment LLC | 0.10% | No change | 330 | $139K |
| Kentucky Trust Co | 0.08% | No change | 325 | $136K |
| GeoWealth Management, LLC | 0.01% | Reduce -53.7% | 312 | $131K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $127K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $126K |
| Financial Management Professionals, Inc. | 0.02% | No change | 300 | $126K |
| Acropolis Investment Management, LLC | 0.01% | No change | 300 | $126K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $126K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -17.4% | 300 | $126K |
| Davidson Capital Management Inc. | 0.03% | New | 299 | $126K |
| Flaharty Asset Management, LLC | 0.02% | New | 287 | $121K |
| Murphy & Mullick Capital Management Corp | 0.11% | Add +29.9% | 282 | $119K |
| GAMMA Investing LLC | 0.01% | Add +95.8% | 280 | $118K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +13.4% | 279 | $117K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 275 | $115K |
| Aspect Partners, LLC | 0.07% | Add +0.7% | 275 | $115K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -4.4% | 260 | $109K |
| Creative Financial Designs Inc. | 0.01% | Reduce -16.1% | 255 | $107K |
| Bogart Wealth, LLC | 0.01% | Add +0.4% | 253 | $106K |
| Westend Capital Management, LLC | 0.04% | No change | 250 | $105K |
| Davis Capital Management | 0.08% | No change | 246 | $103K |
| Abound Wealth Management | 0.03% | Reduce -3.2% | 243 | $102K |
| Union Savings Bank | 0.05% | Reduce -12.6% | 236 | $99K |
| Wiser Advisor Group LLC | 0.15% | Add +413.0% | 236 | $99K |
| Archer Investment Corp | 0.03% | Reduce -13.9% | 235 | $99K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $98K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $93K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 213 | $89K |
| Legacy Wealth Managment, LLC | 0.06% | Add +250.0% | 210 | $88K |
| Darwin Wealth Management, LLC | 0.03% | No change | 206 | $88K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 205 | $86K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 195 | $82K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -15.5% | 185 | $78K |
| CX Institutional | 0.00% | New | 172 | $72K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.6% | 161 | $67K |
| American Capital Advisory, LLC | 0.04% | Add +131.9% | 160 | $67K |
| Private Wealth Asset Management, LLC | 0.01% | — | 157 | $66K |
| ORG Partners LLC | 0.02% | Reduce -74.0% | 155 | $65K |
| Stephens Consulting, LLC | 0.02% | No change | 154 | $65K |
| Reyes Financial Architecture, Inc. | 0.05% | New | 150 | $63K |
| Smallwood Wealth Investment Management, LLC | 0.04% | New | 150 | $63K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $63K |
| Truvestments Capital LLC | 0.01% | No change | 146 | $61K |
| FSA Wealth Management LLC | 0.03% | Add +0.7% | 144 | $60K |
| North Ridge Wealth Advisors, Inc. | 0.04% | Add +2780.0% | 144 | $60K |
| Comprehensive Financial Planning, Inc. | 0.06% | Reduce -15.6% | 141 | $59K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $59K |
| Banque Cantonale Vaudoise | 0.00% | — | 131 | $55K |
| Security National Bank | 0.01% | No change | 130 | $55K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -16.0% | 126 | $53K |
| Birch Capital Management, LLC | 0.03% | New | 126 | $53K |
| Crews Bank & Trust | 0.01% | No change | 125 | $52K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $52K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 125 | $52K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -10.1% | 124 | $52K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 120 | $50K |
| Nemes Rush Group LLC | 0.01% | Add +0.8% | 119 | $50K |
| Graney & King, LLC | 0.04% | No change | 119 | $50K |
| Curat Global, LLC | 0.06% | — | 115 | $48K |
| Barnes Dennig Private Wealth Management LLC | 0.07% | — | 112 | $47K |
| Rakuten Securities, Inc. | 0.02% | Reduce -87.4% | 112 | $47K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $45K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $43K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $43K |
| Cubist Systematic Strategies, LLC | 0.00% | No change | 100 | $42K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -62.5% | 90 | $38K |
| Semmax Financial Advisors Inc. | 0.01% | No change | 91 | $38K |
| Cordant, Inc. | 0.02% | Reduce -57.4% | 89 | $37K |
| Independence Bank of Kentucky | 0.01% | No change | 88 | $37K |
| Cornerstone Planning Group LLC | 0.01% | New | 92 | $36K |
| WPG Advisers, LLC | 0.03% | New | 80 | $34K |
| St Germain D J Co. Inc. | 0.00% | No change | 80 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $33K |
| Synergy Investment Management, LLC | 0.01% | Add +8.8% | 74 | $31K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 71 | $30K |
| Toronto Dominion Bank | 0.00% | Add +19.0% | 69 | $29K |
| Pflug Koory, LLC | 0.02% | No change | 66 | $28K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +1.5% | 66 | $28K |
| LRI Investments, LLC | 0.00% | No change | 63 | $26K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $26K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +117.9% | 61 | $26K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -51.6% | 59 | $25K |
| POM Investment Strategies, LLC | 0.03% | New | 59 | $25K |
| Luminist Capital LLC | 0.03% | Reduce -23.4% | 59 | $25K |
| Coston, McIsaac & Partners | 0.01% | Reduce -10.9% | 57 | $24K |
| Arlington Trust Co LLC | 0.01% | No change | 57 | $24K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $24K |
| Your Advocates Ltd., LLP | 0.01% | Add +22.2% | 55 | $23K |
| Addison Advisors LLC | 0.01% | New | 55 | $23K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $22K |
| Riverview Trust Co | 0.02% | No change | 52 | $22K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 46 | $19K |
| Wellington Shields Capital Management, LLC | 0.00% | No change | 45 | $19K |
| Quadrant Capital Group LLC | 0.00% | Reduce -13.7% | 44 | $18K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $14K |
| Vision Financial Markets LLC | 0.01% | Reduce -81.7% | 32 | $13K |
| Ridgewood Investments LLC | 0.01% | No change | 31 | $13K |
| Hexagon Capital Partners LLC | 0.00% | No change | 30 | $13K |
| Valued Wealth Advisors LLC | 0.01% | New | 30 | $13K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $10K |
| NewSquare Capital LLC | 0.00% | Reduce -81.2% | 25 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +155.6% | 23 | $10K |
| Eukles Asset Management | 0.00% | No change | 22 | $9K |
| Transce3nd, LLC | 0.00% | Reduce -56.6% | 23 | $9K |
| Investors Research Corp | 0.00% | Add +41.7% | 17 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $6K |
| New Millennium Group LLC | 0.00% | No change | 15 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -70.6% | 15 | $6K |
| 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 |
| Tsfg, LLC | 0.00% | No change | 10 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 9 | $4K |
| Y.D. More Investments Ltd | 0.00% | Reduce -47.1% | 9 | $4K |
| Winnacle Wealth LLC | 0.00% | No change | 9 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $3K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -97.2% | 7 | $3K |
| Hollencrest Capital Management | 0.00% | New | 6 | $3K |
| Millstone Evans Group, LLC | 0.00% | New | 4 | $2K |
| PEAK6 LLC | 0.00% | Reduce -99.8% | 3 | $1K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 3 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 3 | $1K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -90.9% | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Gould Capital, LLC | 0.00% | No change | 2 | $840 |
| HighMark Wealth Management LLC | 0.00% | No change | 2 | $683 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $420 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $420 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 1 | $23 |
"% 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.