SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q2 2025 (June 30)1,276holders +21
102new positions
81sold out
8famous investors
$440.48avg. 13F price*
At the end of Q2 2025, 1,276 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 21 from Q1 2025. 102 opened new positions and 81 sold out. The largest holders were Morgan Stanley ($2.0B), Bank of America Corp. ($1.1B) and LPL Financial LLC ($701.0M). 8 famous investors held it, including Ken Griffin (0.5% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q2 2025)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 102 | $422.9M |
| Exits | 81 | $403.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,260,302 shares bought and 4,773,042 shares sold, net −1,512,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,276 holders
| Morgan Stanley | 0.13% | Reduce -2.8% | 4,544,823 | $2.0B |
| Bank of America Corp. | 0.09% | Reduce -12.0% | 2,405,863 | $1.1B |
| LPL Financial LLC | 0.23% | Reduce -0.3% | 1,590,807 | $701.0M |
| Wells Fargo & Company | 0.13% | Add +0.8% | 1,366,383 | $602.1M |
| Citadel Advisors | 0.45% | Reduce -1.5% | 1,168,153 | $514.7M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -44.7% | 1,143,452 | $503.9M |
| Royal Bank of Canada | 0.08% | Add +34.5% | 948,811 | $418.1M |
| Hancock Prospecting Pty Ltd | 11.91% | No change | 849,769 | $374.5M |
| UBS Group AG | 0.07% | Add +0.1% | 790,995 | $348.6M |
| Bank of Montreal | 0.13% | Add +18.4% | 598,170 | $263.6M |
| Wolverine Trading, LLC | 6.15% | Add +119.7% | 552,877 | $242.2M |
| CHURCHILL MANAGEMENT Corp | 2.55% | Add +0.2% | 532,670 | $234.7M |
| Ameriprise Financial Inc. | 0.06% | Reduce -8.4% | 541,956 | $234.3M |
| JPMorgan Chase & Co. | 0.02% | Add +7.3% | 495,852 | $218.5M |
| Barclays PLC | 0.08% | Add +895.5% | 449,221 | $197.9M |
| Raymond James Financial Inc. | 0.07% | Add +2.0% | 433,334 | $190.9M |
| IMC-Chicago, LLC | 4.47% | New | 405,804 | $178.8M |
| Nissay Asset Management Corp. /Japan | 1.01% | No change | 391,575 | $172.5M |
| BNP Paribas Financial Markets | 0.13% | Reduce -57.2% | 383,975 | $169.2M |
| Citigroup Inc. | 0.10% | Add +155.7% | 329,671 | $145.3M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +0.6% | 281,398 | $124.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +3.1% | 266,751 | $117.5M |
| Commonwealth Equity Services, LLC | 0.15% | Add +6.0% | 260,501 | $114.8M |
| Osaic Holdings, Inc. | 0.19% | Reduce -2.6% | 238,043 | $105.0M |
| Bank of Nova Scotia | 0.21% | New | 237,407 | $104.6M |
| Arkansas Financial Group, Inc. | 15.81% | Reduce -0.8% | 230,950 | $101.8M |
| Millennium Management | 0.09% | Reduce -0.2% | 222,531 | $98.1M |
| Cetera Investment Advisers | 0.16% | Add +13.8% | 220,579 | $97.2M |
| Mirae Asset Securities (usa) Inc. | 3.89% | No change | 200,000 | $88.1M |
| Jones Financial Companies LLLP | 0.06% | Add +24.6% | 190,325 | $83.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +25.5% | 188,596 | $83.1M |
| Optiver Holding B.V. | 2.18% | Add +33.9% | 182,998 | $80.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.3% | 181,705 | $80.1M |
| Berkshire Money Management, Inc. | 8.39% | Add +24.9% | 180,920 | $79.7M |
| Stifel Financial Corp. | 0.07% | Add +2.6% | 172,552 | $76.0M |
| Truist Financial Corp. | 0.11% | Add +5.7% | 168,435 | $74.2M |
| Captrust Financial Advisors | 0.16% | Reduce -0.5% | 163,335 | $72.0M |
| Sanctuary Advisors, LLC | 0.42% | Reduce -1.1% | 154,034 | $67.9M |
| AIA Group Ltd | 1.25% | Add +188.6% | 130,370 | $57.4M |
| National Bank of Canada | 0.06% | Add +306.2% | 120,429 | $53.1M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +8.5% | 116,596 | $52.2M |
| Atria Investments, Inc | 0.61% | Add +1.3% | 116,535 | $51.4M |
| SG Americas Securities, LLC | 0.22% | Reduce -19.4% | 112,296 | $49.5M |
| CM Wealth Advisors LLC | 14.49% | Reduce -1.2% | 111,540 | $49.3M |
| Creative Planning | 0.04% | Add +2.7% | 107,336 | $47.3M |
| HighTower Advisors, LLC | 0.05% | Add +24.0% | 92,235 | $40.6M |
| Cerity Partners LLC | 0.07% | Add +12.3% | 91,471 | $40.3M |
| Private Advisor Group, LLC | 0.21% | Reduce -22.2% | 86,631 | $38.2M |
| Steel Grove Capital Advisors, LLC | 4.42% | No change | 84,570 | $37.3M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 82,651 | $36.4M |
| Heck Capital Advisors, LLC | 3.07% | Add +39.9% | 80,828 | $35.7M |
| FMR LLC | 0.00% | Reduce -1.5% | 78,683 | $34.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +2.9% | 77,820 | $34.3M |
| Susquehanna International Group, LLP | 0.05% | Reduce -56.7% | 77,654 | $34.2M |
| Mariner, LLC | 0.05% | Add +5.6% | 77,409 | $34.1M |
| TCP Asset Management, LLC | 6.36% | Add +4.9% | 72,807 | $32.1M |
| Bridgewater Advisors Inc. | 2.24% | Add +24.1% | 65,981 | $29.5M |
| NewEdge Advisors, LLC | 0.15% | Add +8.9% | 66,107 | $29.1M |
| Latko Wealth Management, Ltd. | 16.21% | Add +2.5% | 65,436 | $28.8M |
| Corient Private Wealth LP | 0.04% | Add +1.8% | 64,907 | $28.6M |
| Stephens Inc. | 0.38% | Add +3.1% | 63,082 | $27.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 61,716 | $27.2M |
| SteelPeak Wealth, LLC | 1.06% | Add +19.0% | 61,227 | $27.1M |
| Manufacturers Life Insurance Company, The | 0.02% | New | 60,175 | $26.5M |
| J. Goldman & Co LP | 0.80% | Add +16.5% | 57,833 | $25.5M |
| Select Asset Management & Trust | 8.71% | Reduce -4.7% | 57,717 | $25.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +4.6% | 57,173 | $25.2M |
| Avantax Advisory Services, Inc. | 0.14% | Add +8.6% | 56,270 | $24.8M |
| Conservest Capital Advisors, Inc. | 2.36% | Reduce -3.6% | 54,188 | $23.9M |
| Beacon Capital Management, LLC | 3.22% | Reduce -25.9% | 54,074 | $23.8M |
| Meitav Investment House Ltd. | 0.32% | Reduce -0.8% | 53,491 | $23.6M |
| Pinnacle Associates Ltd. | 0.34% | Reduce -5.1% | 53,245 | $23.5M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.38% | Reduce -0.4% | 52,796 | $23.3M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +19.0% | 52,599 | $23.2M |
| Johnson Bixby & Associates, LLC | 3.18% | Reduce -0.1% | 52,518 | $23.1M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -0.3% | 51,626 | $22.7M |
| Blair William & Co. | 0.06% | Reduce -2.8% | 50,881 | $22.4M |
| Integrity Alliance, Llc. | 1.21% | Reduce -38.6% | 50,062 | $22.1M |
| Atlas Private Wealth Advisors | 2.80% | Reduce -6.1% | 49,293 | $21.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.55% | No change | 48,431 | $21.4M |
| GenWealth Group, Inc. | 4.21% | New | 47,338 | $20.9M |
| Focus Partners Wealth | 0.05% | Add +0.8% | 47,189 | $20.8M |
| MML Investors Services, LLC | 0.06% | Reduce -11.3% | 46,697 | $20.6M |
| Ocean Park Asset Management, LLC | 0.71% | No change | 47,356 | $19.9M |
| AMG National Trust Bank | 0.51% | Reduce -4.1% | 44,372 | $19.6M |
| Cibc World Market Inc. | 0.04% | Reduce -55.6% | 43,961 | $19.4M |
| Summit Financial, LLC | 0.42% | Add +226.4% | 42,383 | $18.7M |
| Creekmur Asset Management LLC | 3.18% | Reduce -10.3% | 40,836 | $18.0M |
| Allworth Financial LP | 0.08% | Add +99.2% | 40,033 | $17.6M |
| Pinnacle Financial Partners Inc | 0.37% | Reduce -0.0% | 39,559 | $17.4M |
| Prostatis Group LLC | 4.91% | Add +542.2% | 38,948 | $17.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.0% | 37,455 | $16.5M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +2.4% | 37,327 | $16.4M |
| Clarity Wealth Advisors, LLC | 4.02% | Add +7.3% | 37,008 | $16.3M |
| Smithbridge Asset Management Inc. | 2.78% | Add +0.9% | 36,049 | $15.9M |
| TD Waterhouse Canada Inc. | 0.11% | Add +0.2% | 35,040 | $15.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +6.3% | 35,243 | $15.5M |
| Commerce Bank | 0.09% | Add +0.3% | 34,727 | $15.3M |
| IFG Advisory, LLC | 0.74% | Add +6.4% | 33,399 | $14.7M |
| MKT Advisors LLC | 5.80% | Reduce -0.7% | 32,908 | $14.6M |
| Prospera Financial Services Inc | 0.27% | Add +11.8% | 32,405 | $14.3M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +120.7% | 32,222 | $14.2M |
| Pittenger & Anderson Inc. | 0.51% | Reduce -1.1% | 31,519 | $13.9M |
| All Terrain Financial Advisors, LLC | 4.96% | Reduce -0.3% | 31,055 | $13.7M |
| L & S Advisors Inc | 1.54% | Reduce -3.5% | 31,011 | $13.7M |
| Thor Trading Advisors, LLC | 16.73% | New | 30,302 | $13.4M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +6.2% | 29,342 | $12.9M |
| Yeomans Consulting Group, Inc. | 5.30% | Reduce -38.0% | 28,812 | $12.8M |
| Washburn Capital Management, Inc. | 7.40% | Reduce -5.0% | 28,661 | $12.6M |
| Retirement Financial Solutions, LLC | 4.39% | Add +28.0% | 28,314 | $12.5M |
| Composition Wealth, LLC | 0.21% | Add +146.8% | 28,226 | $12.4M |
| Melone Private Wealth, LLC | 6.36% | Add +2.5% | 28,358 | $12.4M |
| Cubist Systematic Strategies, LLC | 0.13% | Add +28055.0% | 28,155 | $12.4M |
| AQR Capital Management | 0.01% | Add +127.1% | 28,046 | $12.4M |
| Amplius Wealth Advisors, LLC | 1.14% | Reduce -7.2% | 27,815 | $12.3M |
| Benin Management CORP | 3.12% | Reduce -0.7% | 27,128 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +49.0% | 27,117 | $11.7M |
| Comerica Bank | 0.04% | Reduce -2.4% | 26,274 | $11.6M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +14.0% | 26,102 | $11.5M |
| Greenberg Financial Group | 4.25% | Reduce -0.7% | 21,687 | $11.3M |
| Pinnacle Holdings, LLC | 4.69% | Add +3.8% | 25,565 | $11.3M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Add +1.2% | 25,452 | $11.2M |
| Equitable Holdings, Inc. | 0.09% | Reduce -0.7% | 25,368 | $11.2M |
| Sound View Wealth Advisors Group, LLC | 0.82% | Add +0.8% | 25,232 | $11.1M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -27.0% | 25,074 | $11.1M |
| Walleye Capital LLC | 0.11% | Reduce -24.3% | 25,016 | $11.0M |
| Cornerstone Wealth Management, LLC | 0.67% | Add +8.1% | 24,899 | $11.0M |
| Capital Management Associates, Inc | 3.45% | Reduce -49.5% | 24,707 | $10.9M |
| Farther Finance Advisors, LLC | 0.21% | Add +158.1% | 24,281 | $10.7M |
| FOCUS Wealth Advisors, LLC | 5.55% | Add +1.1% | 24,252 | $10.7M |
| Pettinga Financial Advisors LLC | 2.34% | Add +33.4% | 24,249 | $10.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.10% | Add +1348.4% | 24,188 | $10.6M |
| GTS Securities LLC | 0.47% | Reduce -1.3% | 24,025 | $10.6M |
| Stratos Wealth Advisors, LLC | 0.56% | Add +3.4% | 23,865 | $10.5M |
| Merit Financial Group, LLC | 0.11% | Add +360.4% | 23,341 | $10.3M |
| Tower Research Capital LLC (TRC) | 0.28% | Reduce -57.8% | 23,197 | $10.2M |
| First Heartland Consultants, Inc. | 0.90% | Reduce -15.1% | 22,897 | $10.1M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -5.5% | 22,804 | $10.0M |
| Washington Capital Management, Inc. | 7.06% | No change | 21,499 | $9.5M |
| Flow Traders U.S. LLC | 0.35% | New | 21,345 | $9.4M |
| Meridian Wealth Management, LLC | 0.40% | Reduce -2.5% | 21,302 | $9.4M |
| Jacksonville Wealth Management, LLC | 7.35% | Add +12.1% | 20,758 | $9.1M |
| M&T Bank Corp | 0.03% | Reduce -7.8% | 20,630 | $9.1M |
| Snowden Capital Advisors LLC | 0.26% | Add +0.9% | 19,713 | $8.7M |
| J Hagan Capital, Inc. | 5.88% | Add +13.2% | 19,639 | $8.7M |
| AE Wealth Management LLC | 0.06% | Add +78.8% | 19,605 | $8.6M |
| Summit Wealth Partners, LLC | 1.63% | Add +94.8% | 19,381 | $8.5M |
| Whittier Trust Co. | 0.10% | Reduce -1.8% | 19,190 | $8.5M |
| Tudor Financial Inc. | 4.78% | Add +0.9% | 19,159 | $8.4M |
| Wealth Quarterback LLC | 4.00% | Reduce -35.2% | 19,131 | $8.4M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +12.3% | 19,126 | $8.4M |
| Sykon Capital LLC | 3.05% | New | 18,984 | $8.4M |
| NTV Asset Management LLC | 0.99% | Reduce -4.7% | 18,882 | $8.3M |
| GHP Investment Advisors, Inc. | 0.37% | Reduce -1.0% | 18,834 | $8.3M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +5.7% | 18,649 | $8.2M |
| Oak Harvest Investment Services | 1.02% | Reduce -2.8% | 18,448 | $8.1M |
| Mechanics Bank Trust Department | 1.16% | Reduce -33.6% | 18,432 | $8.1M |
| Gladstone Institutional Advisory LLC | 0.33% | Add +4.0% | 17,989 | $7.9M |
| Sowell Financial Services LLC | 0.32% | Add +0.8% | 17,663 | $7.8M |
| Encompass More Asset Management | 1.81% | Add +838.9% | 17,576 | $7.7M |
| Blue Bell Private Wealth Management, LLC | 1.29% | Add +7.9% | 17,576 | $7.7M |
| Foster Group, Inc. | 0.26% | Reduce -0.1% | 17,470 | $7.7M |
| Csenge Advisory Group | 0.40% | Add +1.5% | 18,134 | $7.7M |
| Independent Financial Group, LLC | 0.21% | Add +10.9% | 17,325 | $7.6M |
| U.S. Capital Wealth Advisors, LLC | 0.22% | Add +0.9% | 17,289 | $7.6M |
| Fourth Dimension Wealth, LLC | 3.20% | Add +6.3% | 17,172 | $7.6M |
| Kingswood Wealth Advisors, LLC | 0.59% | Add +4.1% | 17,046 | $7.5M |
| CoreCap Advisors, LLC | 0.30% | Reduce -41.0% | 16,759 | $7.4M |
| Neuberger Berman Group LLC | 0.01% | Add +7.3% | 16,650 | $7.3M |
| D.A. Davidson & Co. | 0.05% | Add +11.6% | 16,563 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Add +0.8% | 16,489 | $7.3M |
| Magnolia Capital Management Ltd. | 5.79% | Reduce -0.5% | 16,455 | $7.3M |
| King Wealth Management Group | 0.98% | Reduce -0.8% | 16,427 | $7.2M |
| IFP Advisors, Inc | 0.20% | Reduce -20.9% | 16,188 | $7.1M |
| EP Wealth Advisors, LLC | 0.05% | Add +11.3% | 16,008 | $7.1M |
| Capital Wealth Planning, LLC | 0.06% | Reduce -35.8% | 15,822 | $7.0M |
| Old National Bancorp | 0.12% | Add +2290.5% | 15,586 | $6.9M |
| CVFG LLC | 5.33% | Add +8.9% | 15,237 | $6.7M |
| Walleye Trading LLC | 0.16% | New | 15,122 | $6.7M |
| Intergy Private Wealth, LLC | 2.26% | Add +1.5% | 15,051 | $6.6M |
| Chung Wu Investment Group, LLC | 6.91% | Reduce -16.2% | 15,048 | $6.6M |
| Echo45 Advisors LLC | 4.18% | Add +0.5% | 15,032 | $6.6M |
| 1 North Wealth Services LLC | 2.60% | Reduce -15.5% | 14,869 | $6.6M |
| Iowa State Bank | 1.30% | No change | 14,840 | $6.5M |
| Johnson Investment Counsel Inc. | 0.06% | Add +3.5% | 14,785 | $6.5M |
| LM Advisors LLC | 0.84% | Add +0.7% | 14,690 | $6.5M |
| Frank, Rimerman Advisors LLC | 0.42% | Reduce -0.9% | 14,313 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -2.9% | 14,299 | $6.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Reduce -6.5% | 14,296 | $6.3M |
| Guardian Asset Advisors, LLC | 3.56% | Add +4.8% | 14,077 | $6.2M |
| Mission Creek Capital Partners, Inc. | 1.33% | Add +0.1% | 13,640 | $6.0M |
| Curtis Advisory Group, LLC | 1.49% | Reduce -8.5% | 13,500 | $5.9M |
| Lido Advisors, LLC | 0.03% | Add +97.4% | 13,457 | $5.9M |
| Main Street Financial Solutions, LLC | 0.43% | Add +16.8% | 13,344 | $5.9M |
| Greenwich Wealth Management LLC | 0.28% | Reduce -0.9% | 13,135 | $5.8M |
| Summit Asset Management, LLC | 0.93% | Reduce -1.0% | 12,968 | $5.7M |
| Regions Financial Corp. | 0.04% | Add +30.0% | 12,919 | $5.7M |
| Cowa, LLC | 2.16% | Reduce -0.2% | 12,863 | $5.7M |
| &partners | 0.04% | Add +40.0% | 12,826 | $5.6M |
| Alexis Investment Partners, LLC | 2.43% | Reduce -12.3% | 12,872 | $5.6M |
| IFG Advisors, LLC | 0.94% | Add +0.3% | 12,672 | $5.6M |
| Armbruster Capital Management, Inc. | 0.99% | Reduce -25.6% | 12,448 | $5.5M |
| Montag A & Associates Inc. | 0.26% | Reduce -0.4% | 12,200 | $5.4M |
| Bay Rivers Group | 2.46% | Add +1.3% | 12,196 | $5.4M |
| Arkadios Wealth Advisors | 0.16% | Add +29.2% | 12,118 | $5.3M |
| Hilltop Holdings Inc. | 0.34% | Add +5.3% | 12,093 | $5.3M |
| Birinyi Associates Inc. | 1.55% | Reduce -10.4% | 12,061 | $5.3M |
| Polymer Capital Management (HK) LTD | 0.82% | No change | 11,850 | $5.2M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.4% | 11,732 | $5.2M |
| Insigneo Advisory Services, LLC | 0.44% | Add +5.0% | 11,550 | $5.1M |
| World Investment Advisors | 0.12% | Add +24.1% | 11,516 | $5.1M |
| Kovack Advisors, Inc. | 0.50% | Add +16.5% | 11,515 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +0.6% | 11,493 | $5.1M |
| CreativeOne Wealth, LLC | 0.13% | Add +3.5% | 11,480 | $5.1M |
| Sigma Planning Corp | 0.15% | Add +38.8% | 11,457 | $5.0M |
| American National Bank & Trust | 0.52% | No change | 11,450 | $5.0M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -70.5% | 11,415 | $5.0M |
| Absolute Capital Management, LLC | 2.52% | No change | 11,400 | $5.0M |
| Brown Advisory Inc. | 0.01% | Reduce -10.2% | 11,365 | $5.0M |
| USA Financial Formulas | 0.85% | Reduce -96.1% | 11,326 | $5.0M |
| Nwam LLC | 0.29% | Add +16.8% | 11,143 | $4.9M |
| First Horizon Advisors, Inc. | 0.13% | Reduce -1.9% | 11,114 | $4.9M |
| Narwhal Capital Management | 0.39% | No change | 11,080 | $4.9M |
| Capital Advisory Group Advisory Services, LLC | 1.74% | Add +6.7% | 10,989 | $4.8M |
| Northern Financial Advisors Inc | 3.58% | Reduce -0.3% | 10,833 | $4.8M |
| Compound Planning, Inc. | 0.18% | Add +20.0% | 10,782 | $4.8M |
| Venture Visionary Partners LLC | 0.18% | Reduce -18.8% | 10,630 | $4.7M |
| Brighton Jones LLC | 0.13% | Reduce -10.8% | 10,569 | $4.7M |
| Ayalon Insurance Comp Ltd. | 1.34% | No change | 10,511 | $4.6M |
| Thoroughbred Financial Services, LLC | 0.32% | Reduce -20.2% | 10,522 | $4.6M |
| Tortoise Investment Management, LLC | 0.44% | Reduce -3.9% | 10,502 | $4.6M |
| AtlasMark Financial, Inc | 3.49% | No change | 10,400 | $4.6M |
| Clear Creek Financial Management, LLC | 0.43% | Reduce -85.3% | 10,351 | $4.6M |
| Ameritas Advisory Services, LLC | 0.24% | Reduce -43.5% | 10,341 | $4.6M |
| Harbour Investments, Inc. | 0.12% | Reduce -12.2% | 10,319 | $4.5M |
| Quantinno Capital Management LP | 0.02% | Add +15.2% | 10,288 | $4.5M |
| Reyes Financial Architecture, Inc. | 3.91% | Add +6752.0% | 10,278 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.2% | 10,208 | $4.5M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -13.6% | 10,227 | $4.5M |
| Lakeshore Capital Group, Inc. | 3.97% | Reduce -12.7% | 10,153 | $4.5M |
| Founders Financial Alliance, LLC | 1.01% | Add +2.3% | 10,122 | $4.5M |
| NewEdge Wealth, LLC | 0.07% | Add +12.0% | 10,117 | $4.4M |
| Stelac Advisory Services LLC | 1.69% | Add +0.3% | 10,059 | $4.4M |
| PKS Advisory Services, LLC | 1.09% | Add +8.2% | 10,054 | $4.4M |
| Renaissance Technologies | 0.01% | New | 10,000 | $4.4M |
| SummitTX Capital, L.P. | 0.19% | New | 9,955 | $4.4M |
| DMKC Advisory Services, LLC | 2.29% | New | 9,828 | $4.4M |
| Cwm, LLC | 0.02% | Reduce -25.3% | 9,796 | $4.3M |
| Fortis Group Advisors, LLC | 0.78% | Reduce -28.7% | 9,686 | $4.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | No change | 9,583 | $4.2M |
| Smith Anglin Financial, LLC | 0.38% | Reduce -12.6% | 9,466 | $4.2M |
| Kelleher Financial Advisors | 1.44% | No change | 9,393 | $4.1M |
| Foresight Capital Management Advisors, Inc. | 2.38% | Add +1.9% | 9,281 | $4.1M |
| AlphaStar Capital Management, LLC | 0.29% | Reduce -9.6% | 9,199 | $4.1M |
| GWN Securities Inc. | 0.75% | Reduce -84.6% | 9,184 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +73.2% | 9,176 | $4.0M |
| Advisory Services Network, LLC | 0.06% | Reduce -56.5% | 9,022 | $4.0M |
| International Assets Investment Management, LLC | 0.32% | Add +6.7% | 9,030 | $4.0M |
| Tufton Capital Management | 0.75% | Reduce -4.8% | 9,011 | $4.0M |
| Serenus Wealth Advisors, LLC | 0.67% | Reduce -0.1% | 8,927 | $3.9M |
| Capital Wealth Alliance, LLC | 2.07% | Reduce -0.1% | 8,740 | $3.9M |
| PFG Advisors | 0.18% | Add +24.3% | 8,738 | $3.9M |
| Brookstone Capital Management | 0.05% | Add +1.4% | 8,573 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +18.8% | 8,541 | $3.8M |
| HB Wealth Management, LLC | 0.03% | Reduce -20.7% | 8,510 | $3.8M |
| US Bancorp \de | 0.00% | Add +1.9% | 8,456 | $3.7M |
| Western Wealth Management, LLC | 0.22% | Reduce -8.5% | 8,449 | $3.7M |
| GFS Advisors, LLC | 0.51% | Reduce -0.5% | 8,401 | $3.7M |
| Scotia Capital Inc. | 0.02% | Add +11.2% | 8,320 | $3.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -10.4% | 8,295 | $3.7M |
| Fortune 45 LLC | 2.08% | Add +0.0% | 8,199 | $3.6M |
| Lewis Asset Management, LLC | 1.69% | New | 8,155 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.25% | Add +24.5% | 8,152 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -42.1% | 8,137 | $3.6M |
| Asset Dedication, LLC | 0.26% | No change | 8,059 | $3.6M |
| Integrated Advisors Network LLC | 0.16% | Reduce -68.8% | 8,039 | $3.5M |
| Novak & Powell Financial Services, Inc. | 2.45% | Add +0.1% | 8,004 | $3.5M |
| RPS Advisory Solutions LLC | 1.89% | Add +1302.5% | 7,812 | $3.4M |
| Savant Capital, LLC | 0.02% | Add +4.6% | 7,799 | $3.4M |
| Paragon Capital Management Inc. | 2.61% | Reduce -2.0% | 7,773 | $3.4M |
| Meridian Investment Counsel Inc. | 0.93% | Reduce -0.2% | 7,771 | $3.4M |
| Man Group plc | 0.01% | New | 7,768 | $3.4M |
| Schnieders Capital Management LLC | 0.60% | Reduce -5.2% | 7,743 | $3.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +0.8% | 7,700 | $3.4M |
| Autumn Glory Partners, LLC | 1.57% | Reduce -1.9% | 7,606 | $3.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.4% | 7,462 | $3.3M |
| Citizens Financial Group Inc. | 0.05% | Add +20.3% | 7,461 | $3.3M |
| Canandaigua National Bank & Trust Co. | 0.30% | Reduce -1.9% | 7,448 | $3.3M |
| RFG Advisory, LLC | 0.08% | Reduce -15.8% | 7,422 | $3.3M |
| Wedbush Securities Inc. | 0.11% | Reduce -4.7% | 7,399 | $3.3M |
| Saxony Capital Management, LLC | 2.47% | Reduce -39.9% | 7,318 | $3.2M |
| BTG Pactual Asset Management US LLC | 0.43% | Reduce -8.6% | 7,948 | $3.2M |
| Caldwell Trust Co | 0.32% | Reduce -1.4% | 7,290 | $3.2M |
| Greenfield Savings Bank | 1.46% | Add +9.2% | 7,290 | $3.2M |
| Wealthfront Advisers LLC | 0.01% | Add +4.1% | 7,284 | $3.2M |
| TrueWealth Advisors, LLC | 0.95% | Add +2.8% | 7,267 | $3.2M |
| Letson Investment Management, Inc. | 1.25% | No change | 7,159 | $3.2M |
| Fingerlakes Wealth Management, Inc. | 2.33% | Reduce -1.1% | 7,083 | $3.1M |
| Centaurus Financial, Inc. | 0.18% | Reduce -74.3% | 7,073 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.2% | 7,052 | $3.1M |
| Arvest Investments, Inc. | 0.46% | Add +5.0% | 6,963 | $3.1M |
| JTC Employer Solutions Trustee Ltd | 0.29% | No change | 6,868 | $3.0M |
| IHT Wealth Management, LLC | 0.08% | Reduce -20.2% | 6,815 | $3.0M |
| Headlands Technologies LLC | 0.35% | Add +149.2% | 6,559 | $2.9M |
| MAI Capital Management | 0.02% | Reduce -13.4% | 6,346 | $2.8M |
| SBI Securities Co., Ltd. | 0.08% | Add +0.5% | 6,308 | $2.8M |
| Cambridge Financial Group, LLC | 1.04% | Reduce -7.0% | 6,301 | $2.8M |
| Mattern Capital Management, LLC | 0.33% | New | 6,297 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +97.1% | 6,261 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -44.2% | 6,255 | $2.8M |
| StoneX Group Inc. | 0.13% | Reduce -35.7% | 6,228 | $2.8M |
| Lowery Thomas, LLC | 1.75% | Reduce -2.3% | 6,215 | $2.7M |
| FSC Wealth Advisors, LLC | 1.72% | Reduce -2.7% | 6,202 | $2.7M |
| Objective Capital Management, LLC | 3.05% | Add +0.1% | 6,156 | $2.7M |
| BigSur Wealth Management LLC | 0.68% | No change | 6,120 | $2.7M |
| Transcend Capital Advisors, LLC | 0.21% | Reduce -4.3% | 6,108 | $2.7M |
| Monograph Wealth Advisors, LLC | 0.33% | Add +34.1% | 6,088 | $2.7M |
| Twin Focus Capital Partners, LLC | 0.38% | No change | 6,098 | $2.7M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.34% | Add +58.3% | 5,934 | $2.6M |
| St. Clair Advisors, LLC | 0.68% | No change | 5,869 | $2.6M |
| Fifth Third Securities, Inc. | 0.19% | Add +22.7% | 5,867 | $2.6M |
| Fidelis Capital Partners, LLC | 0.24% | No change | 5,849 | $2.6M |
| Crumly & Associates Inc. | 0.63% | No change | 5,844 | $2.6M |
| Sunbelt Securities, Inc. | 0.23% | Reduce -5.0% | 6,024 | $2.6M |
| Fiduciary Alliance LLC | 0.19% | Reduce -0.7% | 5,795 | $2.6M |
| True Freedom Investing, LLC | 1.00% | — | 5,748 | $2.5M |
| Waverly Advisors, LLC | 0.03% | Add +0.0% | 5,742 | $2.5M |
| Miller Investment Management, LP | 0.26% | No change | 5,717 | $2.5M |
| Hudock, Inc. | 0.40% | Add +0.5% | 5,705 | $2.5M |
| Capital Advisors, Ltd. LLC | 0.31% | No change | 5,699 | $2.5M |
| Equitable Trust Co. | 0.12% | Add +0.7% | 5,686 | $2.5M |
| Two Sigma Investments, LP | 0.00% | New | 5,650 | $2.5M |
| Keystone Financial Group | 0.22% | Reduce -6.0% | 5,581 | $2.5M |
| Keybank National Association | 0.01% | Reduce -15.3% | 5,578 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.3% | 5,494 | $2.4M |
| Summit Securities Group LLC | 0.87% | Reduce -58.7% | 5,485 | $2.4M |
| BLVD Private Wealth, LLC | 2.26% | — | 5,442 | $2.4M |
| Ieq Capital, LLC | 0.01% | Reduce -42.6% | 5,392 | $2.4M |
| Brookwood Investment Group LLC | 0.38% | Add +14.0% | 5,340 | $2.4M |
| Choreo, LLC | 0.03% | Add +10.7% | 5,323 | $2.4M |
| Madison Park Capital Advisors, LLC | 1.97% | Add +0.7% | 5,301 | $2.3M |
| Verus Capital Partners, LLC | 0.21% | Add +17.2% | 5,261 | $2.3M |
| Advisor Resource Council | 1.13% | Reduce -64.3% | 5,235 | $2.3M |
| Seamount Financial Group Inc. | 1.18% | Add +9.2% | 5,221 | $2.3M |
| Intrepid Financial Planning Group LLC | 0.96% | Reduce -0.3% | 5,176 | $2.3M |
| Apexium Financial, LP | 0.12% | Reduce -0.2% | 5,169 | $2.3M |
| Moors & Cabot, Inc. | 0.11% | Reduce -2.1% | 5,156 | $2.3M |
| FSM Wealth Advisors, LLC | 0.37% | Add +5.2% | 5,098 | $2.3M |
| Quadcap Wealth Management, LLC | 0.29% | Add +0.1% | 5,103 | $2.2M |
| Bluespring Wealth Management, LLC | 0.21% | Add +0.6% | 5,085 | $2.2M |
| Money Concepts Capital Corp. | 0.15% | Add +25.5% | 5,089 | $2.2M |
| Gen-Wealth Partners Inc | 0.86% | Add +3.0% | 5,065 | $2.2M |
| SouthState Bank Corp | 0.10% | No change | 5,032 | $2.2M |
| Modern Wealth Management, LLC | 0.05% | Reduce -97.6% | 5,019 | $2.2M |
| American State Bank (Iowa) | 1.22% | No change | 4,992 | $2.2M |
| Jefferies Financial Group Inc. | 0.04% | Reduce -29.9% | 4,934 | $2.2M |
| Sharper & Granite LLC | 0.82% | No change | 4,880 | $2.2M |
| Balboa Wealth Partners | 0.43% | Reduce -42.2% | 4,910 | $2.2M |
| Advisory Alpha, LLC | 0.07% | Add +0.2% | 4,907 | $2.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 4,903 | $2.2M |
| Fifth Third Bancorp | 0.01% | Reduce -14.1% | 4,901 | $2.2M |
| CW Advisors, LLC | 0.02% | Reduce -5.6% | 4,900 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +31.5% | 4,897 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -44.2% | 4,875 | $2.1M |
| Bank Hapoalim BM | 0.30% | Add +1.0% | 4,835 | $2.1M |
| RMR Wealth Builders | 0.19% | Reduce -2.8% | 4,828 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Add +5.6% | 4,797 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +31.4% | 4,785 | $2.1M |
| Essex Financial Services, Inc. | 0.14% | Reduce -1.5% | 4,767 | $2.1M |
| Net Worth Advisory Group | 0.46% | Add +116.5% | 4,717 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -40.7% | 4,699 | $2.1M |
| Second Half Financial Partners, LLC | 0.98% | Reduce -0.9% | 4,702 | $2.1M |
| Morton Capital Management LLC | 0.37% | Add +24.1% | 4,701 | $2.1M |
| Strategic Blueprint, LLC | 0.10% | Reduce -3.5% | 4,699 | $2.1M |
| Leo Wealth, LLC | 0.16% | Add +20.4% | 4,681 | $2.1M |
| Arvest Bank Trust Division | 0.12% | Reduce -8.8% | 4,673 | $2.1M |
| Graves Light Lenhart Wealth, Inc. | 0.24% | Reduce -11.5% | 4,651 | $2.0M |
| Windsor Capital Management, LLC | 0.60% | Reduce -2.3% | 4,647 | $2.0M |
| PFG Investments, LLC | 0.12% | Reduce -8.0% | 4,634 | $2.0M |
| 1ST Source Bank | 0.11% | No change | 4,633 | $2.0M |
| SCS Capital Management LLC | 0.02% | Reduce -18.8% | 4,594 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -39.6% | 4,577 | $2.0M |
| Kaizen Financial Strategies | 1.03% | Reduce -9.3% | 4,571 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +2.6% | 4,550 | $2.0M |
| Ancora Advisors LLC | 0.04% | No change | 4,524 | $2.0M |
| NWF Advisory Services Inc. | 0.24% | Add +33.0% | 4,476 | $2.0M |
| Secure Asset Management, LLC | 0.36% | Reduce -6.6% | 4,436 | $2.0M |
| Country Club Bank | 0.12% | Reduce -2.4% | 4,444 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.9% | 4,412 | $1.9M |
| New England Asset Management Inc. | 0.32% | No change | 4,410 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Add +3.1% | 4,404 | $1.9M |
| Coastwise Capital Group, LLC | 1.53% | Add +8.8% | 4,373 | $1.9M |
| Embree Financial Group | 0.29% | Add +0.2% | 4,306 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.25% | No change | 4,255 | $1.9M |
| Golden State Wealth Management, LLC | 0.23% | Add +3.3% | 4,253 | $1.9M |
| WealthBridge Capital Management, LLC | 0.47% | Reduce -0.8% | 4,245 | $1.9M |
| Smith, Moore & Co. | 0.16% | Add +16.4% | 4,204 | $1.9M |
| Flagstar Securities, Inc. | 0.51% | Reduce -7.2% | 4,179 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -22.3% | 4,226 | $1.8M |
| Apriem Advisors | 0.19% | No change | 4,150 | $1.8M |
| Sage Capital Management, LLC | 0.88% | Add +9.9% | 4,149 | $1.8M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -23.7% | 4,110 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +9.8% | 4,102 | $1.8M |
| Larson Financial Group LLC | 0.07% | Reduce -10.6% | 4,098 | $1.8M |
| Ascentis Independent Advisors | 0.33% | Add +4.2% | 4,088 | $1.8M |
| Stokes Family Office, LLC | 0.19% | No change | 4,087 | $1.8M |
| Harvest Investment Services, LLC | 0.40% | Add +78.3% | 4,047 | $1.8M |
| Triumph Capital Management | 0.53% | Reduce -0.3% | 3,981 | $1.8M |
| Jackson Hole Capital Partners, LLC | 0.32% | No change | 3,955 | $1.7M |
| Tudor Investment Corporation | 0.01% | New | 3,954 | $1.7M |
| Community Trust & Investment Co. | 0.10% | No change | 3,951 | $1.7M |
| MFG Wealth Management, Inc. | 1.46% | Add +0.5% | 3,942 | $1.7M |
| Westbourne Investments, Inc. | 0.92% | Reduce -2.2% | 3,902 | $1.7M |
| QRG Capital Management, Inc. | 0.01% | Add +5.0% | 3,879 | $1.7M |
| Connecticut Wealth Management, LLC | 0.08% | No change | 3,878 | $1.7M |
| Paulson Wealth Management Inc. | 0.44% | Add +0.0% | 3,875 | $1.7M |
| Wealth Management Partners, LLC | 0.60% | Add +37.6% | 3,822 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +6.5% | 3,842 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -5.1% | 3,834 | $1.7M |
| Cambridge Advisors Inc. | 0.35% | Reduce -0.6% | 3,818 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Add +26.7% | 3,789 | $1.7M |
| Roundview Capital LLC | 0.11% | Add +0.7% | 3,795 | $1.7M |
| Cerro Pacific Wealth Advisors LLC | 0.46% | Add +692.9% | 3,782 | $1.7M |
| Tiaa Trust, National Association | 0.00% | Add +4.2% | 3,754 | $1.7M |
| Global Retirement Partners, LLC | 0.04% | — | 3,732 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +34.8% | 3,727 | $1.6M |
| HUB Investment Partners, LLC | 0.06% | Reduce -2.4% | 3,718 | $1.6M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,717 | $1.6M |
| W.H. Cornerstone Investments Inc. | 1.04% | Add +16.0% | 3,709 | $1.6M |
| Rydar Equities, Inc. | 1.29% | — | 3,698 | $1.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +25.7% | 3,688 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -6.7% | 3,661 | $1.6M |
| Aull & Monroe Investment Management Corp | 0.87% | No change | 3,665 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +24.9% | 3,656 | $1.6M |
| Purus Wealth Management, LLC | 0.56% | Add +1.3% | 3,655 | $1.6M |
| Alta Wealth Advisors LLC | 0.76% | Reduce -2.5% | 3,654 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.37% | No change | 3,645 | $1.6M |
| LaSalle St. Investment Advisors, LLC | 0.44% | Reduce -14.5% | 3,615 | $1.6M |
| Certuity, LLC | 0.15% | Add +2.4% | 3,618 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.21% | Add +3.1% | 3,573 | $1.6M |
| CRA Financial Services, LLC | 0.24% | Add +7.2% | 3,556 | $1.6M |
| Eaton Financial Holdings Company, LLC | 0.48% | Reduce -47.6% | 3,542 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.26% | New | 3,510 | $1.5M |
| Heritage Investment Group, Inc. | 0.26% | No change | 3,480 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -42.2% | 3,478 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,466 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Add +1.4% | 3,432 | $1.5M |
| Auxano Advisors, LLC | 0.35% | No change | 3,414 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1.0% | 3,403 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.36% | Reduce -0.9% | 3,388 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.8% | 3,371 | $1.5M |
| NBT Bank, N.A. | 0.10% | Reduce -14.5% | 3,352 | $1.5M |
| Lionsbridge Wealth Management LLC | 1.46% | Reduce -32.6% | 3,335 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -2.6% | 3,330 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.3% | 3,323 | $1.5M |
| FWG Holdings, LLC | 0.69% | No change | 3,314 | $1.5M |
| Good Life Advisors, LLC | 0.09% | Add +2.8% | 3,315 | $1.5M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 3,300 | $1.5M |
| Bailard, Inc. | 0.03% | New | 3,306 | $1.5M |
| Tompkins Financial Corp. | 0.13% | No change | 3,305 | $1.5M |
| Grandview Asset Management LLC | 0.46% | Add +8.9% | 3,269 | $1.4M |
| Gallacher Capital Management LLC | 0.67% | Reduce -26.4% | 3,264 | $1.4M |
| Round Rock Advisors LLC | 0.25% | No change | 3,249 | $1.4M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -0.1% | 3,204 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | Reduce -14.7% | 3,200 | $1.4M |
| Sage Advisors, LLC | 1.00% | Reduce -19.5% | 3,172 | $1.4M |
| Arax Advisory Partners | 0.06% | Add +621.7% | 3,161 | $1.4M |
| Optivise Advisory Services LLC | 0.71% | Reduce -9.5% | 3,159 | $1.4M |
| DGS Capital Management, LLC | 0.29% | Add +96.4% | 3,145 | $1.4M |
| TD Asset Management Inc | 0.00% | Reduce -38.9% | 3,140 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -15.7% | 3,130 | $1.4M |
| Signaturefd, LLC | 0.02% | Reduce -0.5% | 3,124 | $1.4M |
| Uptick Partners, LLC | 0.39% | Add +0.2% | 3,116 | $1.4M |
| Caxton Associates LLP | 0.04% | Reduce -23.4% | 3,105 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.7% | 3,071 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Reduce -1.6% | 3,058 | $1.3M |
| Financial Life Planners | 1.10% | Reduce -16.4% | 3,058 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -13.8% | 3,028 | $1.3M |
| Hapanowicz & Associates Financial Services, Inc | 0.67% | New | 3,029 | $1.3M |
| Northern Capital Management, Inc. | 0.78% | No change | 3,023 | $1.3M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -24.7% | 3,015 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Add +1.5% | 3,013 | $1.3M |
| Stonebrook Private Inc. | 0.31% | Add +59.6% | 3,004 | $1.3M |
| Woodmont Investment Counsel LLC | 0.09% | New | 2,984 | $1.3M |
| Well Done, LLC | 0.24% | Reduce -4.3% | 2,946 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.63% | Reduce -57.6% | 2,954 | $1.3M |
| Clearstead Advisors, LLC | 0.02% | Add +0.1% | 2,926 | $1.3M |
| Godsey & Gibb, Inc. | 0.12% | Reduce -2.8% | 2,924 | $1.3M |
| Spring Capital Management, LLC | 0.68% | No change | 2,920 | $1.3M |
| Fortitude Family Office, LLC | 0.43% | Add +0.0% | 2,918 | $1.3M |
| Eagle Capital Management, LLC | 0.56% | No change | 2,915 | $1.3M |
| Aspen Capital Management, LLC | 0.35% | No change | 2,850 | $1.3M |
| Valley National Advisers Inc. | 0.20% | Add +2.7% | 2,850 | $1.3M |
| First City Capital Management, Inc. | 0.72% | Add +0.0% | 2,835 | $1.2M |
| Apella Capital, LLC | 0.03% | Add +185.6% | 2,805 | $1.2M |
| Pension & Wealth Management Advisors, Inc. | 0.42% | Add +2.7% | 2,824 | $1.2M |
| NFSG Corp | 0.20% | Reduce -11.6% | 2,817 | $1.2M |
| Asset Allocation Strategies LLC | 0.27% | Reduce -34.4% | 2,811 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +7.6% | 2,809 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.8% | 2,803 | $1.2M |
| First PREMIER Bank | 0.30% | No change | 2,800 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -8.0% | 2,797 | $1.2M |
| Mgo One Seven LLC | 0.04% | Add +2.9% | 2,782 | $1.2M |
| Fortune Financial Advisors, LLC | 0.98% | Add +0.2% | 2,753 | $1.2M |
| Pinkerton Wealth, LLC | 0.14% | Reduce -98.9% | 2,741 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.17% | No change | 2,722 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.6% | 2,655 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.5% | 2,697 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Reduce -2.9% | 2,675 | $1.2M |
| Saxon Interests, Inc. | 0.55% | No change | 2,804 | $1.2M |
| XML Financial, LLC | 0.10% | Add +7.8% | 2,665 | $1.2M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -19.0% | 2,663 | $1.2M |
| WESPAC Advisors, LLC | 0.82% | Reduce -5.9% | 2,662 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -2.9% | 2,638 | $1.2M |
| ZWJ Investment Counsel Inc. | 0.04% | Add +0.4% | 2,619 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +37.4% | 2,618 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -0.1% | 2,605 | $1.1M |
| Maven Securities LTD | 0.30% | New | 2,602 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Reduce -1.9% | 2,589 | $1.1M |
| Lazard Asset Management LLC | 0.00% | No change | 2,585 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | — | 2,558 | $1.1M |
| Sovereign Financial Group, Inc. | 0.23% | Add +10.0% | 2,557 | $1.1M |
| Peoples Bank | 0.75% | No change | 2,546 | $1.1M |
| Citizens & Northern Corp. | 0.30% | No change | 2,543 | $1.1M |
| First National Trust Co | 0.04% | Reduce -1.3% | 2,537 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -98.0% | 2,525 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.2% | 2,518 | $1.1M |
| Glenmede Investment Management, LP | 0.01% | — | 2,513 | $1.1M |
| Chokshi & Queen Wealth Advisors, Inc | 0.63% | Add +36.3% | 2,512 | $1.1M |
| Gotham Asset Management | 0.01% | No change | 2,500 | $1.1M |
| DRW Securities, LLC | 0.08% | Reduce -75.2% | 2,481 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | Add +4.9% | 2,476 | $1.1M |
| Foronjy Financial LLC | 0.51% | — | 2,458 | $1.1M |
| Orrstown Financial Services Inc. | 0.23% | Add +80.3% | 2,448 | $1.1M |
| Kelman-Lazarov, Inc. | 0.17% | Add +0.5% | 2,442 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -1.0% | 2,411 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +5.6% | 2,426 | $1.1M |
| Boston Research & Management Inc. | 0.25% | Reduce -28.4% | 2,412 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 2,410 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | No change | 2,406 | $1.1M |
| Banco Santander, S.A. | 0.01% | Add +236.4% | 2,405 | $1.1M |
| Financial Alternatives, Inc | 0.69% | No change | 2,395 | $1.1M |
| Latitude Advisors, LLC | 0.53% | Reduce -18.3% | 2,393 | $1.1M |
| Concord Asset Management, LLC | 0.16% | New | 2,376 | $1.0M |
| Concord Wealth Partners | 0.15% | Reduce -2.4% | 2,376 | $1.0M |
| Rothschild Investment LLC | 0.07% | Add +9.9% | 2,375 | $1.0M |
| Duncan Williams Asset Management, LLC | 0.33% | Add +8.5% | 2,374 | $1.0M |
| Motco | 0.10% | No change | 2,358 | $1.0M |
| WBH Advisory Inc. | 0.09% | Reduce -31.8% | 2,359 | $1.0M |
| Widmann Financial Services, Inc. | 0.72% | Reduce -4.1% | 2,356 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.1% | 2,334 | $1.0M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -16.7% | 2,325 | $1.0M |
| Zhang Financial LLC | 0.05% | No change | 2,303 | $1.0M |
| Magnus Financial Group LLC | 0.09% | Reduce -12.6% | 2,301 | $1.0M |
| Maxele Advisors, LLC | 0.88% | Reduce -2.0% | 2,299 | $1.0M |
| KG Capital Management | 0.30% | Add +3.5% | 2,298 | $1.0M |
| Clear Point Advisors Inc. | 0.85% | Reduce -5.9% | 2,296 | $1.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.13% | Add +18.3% | 2,260 | $996K |
| One Wealth Management Investment & Advisory Services, LLC | 1.28% | Add +0.0% | 2,257 | $995K |
| Visionary Wealth Advisors | 0.05% | Reduce -1.0% | 2,246 | $990K |
| Beacon Bank & Trust | 0.22% | New | 2,236 | $985K |
| Florida Trust Wealth Management Co | 0.03% | Add +6.8% | 2,218 | $977K |
| Selective Wealth Management, Inc. | 0.36% | Add +0.1% | 2,188 | $972K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.1% | 2,206 | $972K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.6% | 2,188 | $964K |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -53.4% | 2,185 | $963K |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -5.1% | 2,171 | $957K |
| Franklin Resources Inc. | 0.00% | Add +127.5% | 2,159 | $951K |
| QTR Family Wealth, LLC | 0.59% | Add +3.1% | 2,158 | $951K |
| Vontobel Holding Ltd. | 0.00% | Add +21.9% | 2,154 | $949K |
| Midwest Trust Co | 0.01% | — | 2,152 | $948K |
| Bank of Hawaii | 0.05% | Reduce -4.3% | 2,149 | $947K |
| VestGen Advisors, LLC | 0.04% | Reduce -58.5% | 2,141 | $945K |
| Romano Brothers and Company | 0.12% | Add +2.9% | 2,143 | $944K |
| Pacific Financial Group Inc. | 0.73% | Reduce -0.6% | 2,131 | $939K |
| True North Advisors, LLC | 0.18% | Add +0.3% | 2,103 | $927K |
| Strait & Sound Wealth Management LLC | 0.39% | Reduce -20.2% | 2,095 | $923K |
| Pegasus Asset Management, Inc. | 0.31% | Reduce -0.5% | 2,085 | $919K |
| Oxinas Partners, LLC | 0.47% | Add +28.2% | 2,083 | $918K |
| Lion Street Advisors, LLC | 0.28% | Reduce -17.1% | 2,081 | $917K |
| Gables Capital Management Inc. | 0.43% | Reduce -1.9% | 2,079 | $916K |
| Allie Family Office LLC | 0.45% | No change | 2,078 | $916K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -21.9% | 2,076 | $915K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.1% | 2,051 | $904K |
| Bawa N Mallick Trust | 0.37% | No change | 2,025 | $892K |
| NCP Inc. | 0.84% | Add +0.1% | 2,014 | $887K |
| Drexel Morgan & Co. | 0.16% | No change | 2,000 | $881K |
| Holderness Investments Co. | 0.19% | Add +1.9% | 1,999 | $881K |
| MinichMacGregor Wealth Management, LLC | 0.19% | Reduce -0.1% | 1,992 | $878K |
| Huntleigh Advisors, Inc. | 0.17% | Reduce -5.0% | 1,982 | $873K |
| Engineers Gate Manager LP | 0.01% | New | 1,966 | $866K |
| United Bank | 0.10% | No change | 1,944 | $857K |
| SOL Capital Management CO | 0.08% | No change | 1,930 | $850K |
| Quartz Partners, LLC | 0.39% | Add +45.0% | 1,914 | $843K |
| Advisors Management Group Inc. | 0.16% | Reduce -0.2% | 1,905 | $839K |
| Arkos Global Advisors | 0.12% | No change | 1,890 | $833K |
| Am Investment Strategies LLC | 0.20% | Add +15.9% | 1,888 | $831K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.1% | 1,885 | $830K |
| Summit X, LLC | 0.15% | Add +6.6% | 1,877 | $828K |
| 180 Wealth Advisors, LLC | 0.12% | No change | 1,876 | $827K |
| Duncker Streett & Co. Inc. | 0.15% | Reduce -4.0% | 1,870 | $824K |
| World Equity Group, Inc. | 0.22% | Add +174.2% | 1,856 | $818K |
| Cypress Wealth Services, LLC | 0.15% | Add +0.2% | 1,848 | $814K |
| Soundwatch Capital LLC | 0.14% | Add +0.2% | 1,853 | $813K |
| Strategies Wealth Advisors, LLC | 0.09% | Reduce -0.1% | 1,838 | $810K |
| Regal Investment Advisors LLC | 0.06% | Reduce -19.3% | 1,838 | $810K |
| Advanced Asset Management Advisors Inc | 0.22% | Reduce -0.1% | 1,837 | $809K |
| L.M. Kohn & Company | 0.22% | Reduce -4.4% | 1,830 | $806K |
| Earned Wealth Advisors, LLC | 0.16% | Add +0.3% | 1,828 | $806K |
| Key Client Fiduciary Advisors, LLC | 0.33% | No change | 1,826 | $805K |
| High Net Worth Advisory Group LLC | 0.21% | Add +43.8% | 1,809 | $797K |
| XTX Topco Ltd | 0.03% | Reduce -65.9% | 1,783 | $786K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.1% | 1,776 | $783K |
| First Hawaiian Bank | 0.11% | No change | 1,762 | $776K |
| Christopher J. Hasenberg, Inc | 0.29% | Reduce -96.7% | 1,758 | $775K |
| Farmers National Bank | 0.20% | Reduce -2.8% | 1,749 | $771K |
| Optima Capital LLC | 0.41% | No change | 1,728 | $764K |
| Geneos Wealth Management Inc. | 0.02% | Add +29.2% | 1,731 | $763K |
| Acas, LLC | 0.51% | No change | 1,695 | $762K |
| Ashford Advisors, LLC | 0.18% | Add +7.3% | 4,293 | $759K |
| Tidal Investments LLC | 0.01% | Add +91.7% | 1,721 | $758K |
| Fagan Associates, Inc. | 0.12% | No change | 1,720 | $758K |
| Consolidated Capital Management, LLC | 0.27% | Add +6.2% | 1,719 | $758K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $754K |
| Argentarii, LLC | 0.34% | No change | 1,696 | $747K |
| OMNI 360 Wealth, Inc. | 0.46% | Reduce -1.2% | 1,674 | $738K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -8.6% | 1,673 | $737K |
| Capital Advisors Inc. | 0.01% | Reduce -2.1% | 1,668 | $735K |
| Horizon Wealth Management, LLC | 0.13% | Reduce -8.2% | 1,662 | $732K |
| DSG Capital Advisors, LLC | 0.13% | Add +8.9% | 1,652 | $728K |
| First Trust Advisors LP | 0.00% | Add +68.5% | 1,650 | $727K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +26.2% | 1,648 | $726K |
| Hobbs Group Advisors, LLC | 0.25% | Reduce -9.1% | 1,638 | $722K |
| Fogel Capital Management, Inc. | 0.38% | No change | 1,638 | $722K |
| Marks Group Wealth Management, Inc | 0.07% | Add +20.9% | 1,623 | $715K |
| Lanark Financial, Inc. | 0.06% | Reduce -12.4% | 1,624 | $715K |
| American Alpha Advisors, LLC | 0.57% | Reduce -4.6% | 1,617 | $712K |
| Sound Income Strategies, LLC | 0.04% | Add +45.5% | 1,615 | $712K |
| Financial Futures Ltd Liability Co. | 0.38% | Reduce -13.1% | 1,613 | $711K |
| Bensler, LLC | 0.08% | Add +0.1% | 1,612 | $710K |
| HCR Wealth Advisors | 0.08% | Add +0.1% | 1,600 | $705K |
| WealthPlan Investment Management, LLC | 0.05% | Add +83.0% | 1,599 | $705K |
| Centurion Wealth Management LLC | 0.20% | Add +219.8% | 1,596 | $703K |
| Milestones Private Investment Advisors LLC | 0.52% | — | 1,592 | $702K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,588 | $700K |
| Howard Wealth Management, LLC | 0.35% | Reduce -1.1% | 1,587 | $699K |
| Founders Capital Management | 0.42% | Add +28.7% | 1,586 | $699K |
| HBW Advisory Services LLC | 0.09% | Reduce -4.4% | 1,581 | $696K |
| Global Financial Private Client, LLC | 0.26% | Reduce -6.4% | 1,566 | $690K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.0% | 1,559 | $687K |
| Lodestar Private Asset Management LLC | 0.08% | No change | 1,556 | $686K |
| Mutual Advisors, LLC | 0.02% | Reduce -45.1% | 1,520 | $683K |
| Roehl & Yi Investment Advisors, LLC | 0.35% | No change | 1,545 | $681K |
| Dumont & Blake Investment Advisors LLC | 0.18% | No change | 1,539 | $678K |
| Activest Wealth Management | 0.16% | Reduce -14.6% | 1,531 | $675K |
| Carnegie Investment Counsel | 0.01% | Add +0.1% | 1,531 | $675K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $672K |
| Revisor Wealth Management LLC | 0.24% | Reduce -27.0% | 1,493 | $669K |
| Denver Wealth Management, Inc. | 0.28% | Reduce -2.5% | 1,516 | $668K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,510 | $667K |
| First Financial Corp. | 0.30% | No change | 1,512 | $666K |
| Aventura Private Wealth, LLC | 0.29% | No change | 1,508 | $665K |
| LexAurum Advisors, LLC | 0.11% | Reduce -7.3% | 1,507 | $664K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $662K |
| Sage Capital Advisors,llc | 0.16% | Add +0.3% | 1,502 | $662K |
| Burns J W & Co. Inc. | 0.08% | Reduce -7.9% | 1,501 | $661K |
| Destination Wealth Management | 0.02% | No change | 1,497 | $660K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -0.4% | 1,494 | $658K |
| D.B. Root & Company, LLC | 0.19% | Add +14.7% | 1,493 | $658K |
| Pasadena Private Wealth, LLC | 0.11% | New | 1,493 | $658K |
| Signature Estate & Investment Advisors LLC | 0.02% | No change | 1,489 | $656K |
| Claro Advisors Inc. | 0.11% | Add +7.5% | 1,482 | $653K |
| Cim, LLC | 0.09% | No change | 1,468 | $647K |
| Schneider Downs Wealth Management Advisors, LP | 0.10% | No change | 1,462 | $644K |
| Meritage Portfolio Management | 0.04% | Reduce -13.8% | 1,460 | $643K |
| Peak Planning Group, LLC | 0.41% | Reduce -5.5% | 1,450 | $639K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.5% | 1,419 | $639K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -14.2% | 1,445 | $637K |
| Fidelity D & D Bancorp Inc. | 0.39% | Reduce -5.9% | 1,431 | $631K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 1,430 | $630K |
| JDM Financial Group LLC | 0.30% | No change | 1,428 | $629K |
| Compass Wealth Management LLC | 0.15% | No change | 1,426 | $628K |
| SkyOak Wealth, LLC | 0.13% | Add +5.7% | 1,415 | $623K |
| Aviance Capital Partners, LLC | 0.08% | Reduce -7.8% | 1,409 | $621K |
| Donald L. Hagan, LLC | 0.31% | No change | 1,407 | $620K |
| Financial Guidance Group, Inc. | 0.30% | No change | 1,406 | $620K |
| Sovran Advisors, LLC | 0.06% | Add +107.0% | 1,397 | $618K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.3% | 1,397 | $615K |
| Compass Planning Associates Inc | 0.56% | No change | 1,390 | $613K |
| Wealthspire Retirement, LLC | 0.04% | No change | 1,387 | $611K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.34% | No change | 1,445 | $607K |
| Traphagen Investment Advisors LLC | 0.06% | Add +0.7% | 1,376 | $607K |
| Weaver Consulting Group | 0.17% | No change | 1,371 | $604K |
| Powers Advisory Group, LLC | 0.27% | No change | 1,371 | $604K |
| Thoma Capital Management LLC | 0.38% | No change | 1,370 | $604K |
| Trust Co. of Vermont | 0.03% | Reduce -8.9% | 1,358 | $598K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,352 | $596K |
| JT Stratford LLC | 0.09% | Reduce -17.4% | 1,348 | $594K |
| Clark Asset Management, LLC | 0.08% | New | 1,346 | $593K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -10.5% | 1,341 | $591K |
| Assetmark, Inc. | 0.00% | Reduce -25.0% | 1,340 | $590K |
| Olistico Wealth, LLC | 0.33% | Add +17.7% | 1,339 | $590K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $589K |
| Sonora Investment Management Group, LLC | 0.04% | Add +61.4% | 1,335 | $588K |
| Pettyjohn, Wood & White, Inc. | 0.11% | No change | 1,335 | $588K |
| American Trust | 0.06% | New | 1,332 | $587K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -11.5% | 1,306 | $576K |
| Haven Private, LLC | 0.25% | Reduce -0.4% | 1,301 | $573K |
| Hoxton Planning & Management, LLC | 0.20% | No change | 1,300 | $573K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.1% | 1,295 | $570K |
| Appleton Partners Inc. | 0.04% | Reduce -47.0% | 1,289 | $568K |
| Enzi Wealth | 0.21% | Reduce -0.2% | 1,274 | $565K |
| Riverbend Wealth Management, LLC | 0.43% | Add +13.8% | 1,282 | $565K |
| Innovative Wealth Building LLC | 0.46% | Reduce -30.0% | 1,261 | $556K |
| Guidance Point Advisors, LLC | 0.15% | Add +160.8% | 1,257 | $553K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,253 | $552K |
| Walkner Condon Financial Advisors LLC | 0.10% | No change | 1,253 | $552K |
| LWM Advisory Services, LLC | 0.38% | Add +0.1% | 1,253 | $552K |
| Watchman Group, Inc. | 0.14% | New | 1,250 | $551K |
| LJI Wealth Management, LLC | 0.10% | No change | 1,250 | $551K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -24.5% | 1,249 | $551K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -1.3% | 1,247 | $549K |
| Court Place Advisors, LLC | 0.17% | No change | 1,244 | $548K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -40.1% | 1,242 | $547K |
| Continuum Advisory, LLC | 0.07% | Add +39.1% | 1,237 | $545K |
| Diversified Enterprises, LLC | 0.04% | Add +0.1% | 1,235 | $544K |
| Grantvest Financial Group LLC | 0.40% | Reduce -4.3% | 1,234 | $544K |
| Eastern Bank | 0.01% | Reduce -20.9% | 1,231 | $542K |
| Nottingham Advisors, Inc. | 0.08% | Reduce -7.7% | 1,220 | $538K |
| BIP Wealth, LLC | 0.03% | Reduce -4.3% | 1,220 | $538K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 1,219 | $537K |
| Seven Mile Advisory | 0.32% | Reduce -0.1% | 1,213 | $535K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -77.0% | 1,209 | $533K |
| Redwood Financial Network Corp | 0.36% | Reduce -0.7% | 1,204 | $530K |
| Ipswich Investment Management Co., Inc. | 0.13% | Add +20.1% | 1,201 | $529K |
| Private Capital Management, LLC | 0.05% | No change | 1,200 | $529K |
| Fisher Asset Management | 0.00% | Add +5.0% | 1,187 | $523K |
| Kaydan Wealth Management, Inc. | 0.17% | No change | 1,184 | $522K |
| Grassi Investment Management | 0.04% | Add +0.1% | 1,180 | $520K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $520K |
| Institute for Wealth Management, LLC. | 0.06% | Add +10.2% | 1,178 | $519K |
| Howe & Rusling Inc. | 0.04% | Add +6.1% | 1,178 | $519K |
| Rwa Wealth Partners, LLC | 0.01% | Add +94.5% | 1,175 | $518K |
| Sentinel Wealth Management, Inc. | 0.49% | — | 1,170 | $517K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,168 | $515K |
| Momentum Wealth Planning, LLC | 0.45% | — | 1,164 | $514K |
| Park Avenue Securities LLC | 0.00% | Add +39.9% | 1,164 | $513K |
| Silver Oak Securities, Incorporated | 0.04% | Add +9.9% | 1,162 | $512K |
| Canandaigua National Trust Co of Florida | 0.36% | Reduce -0.3% | 1,161 | $512K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -24.3% | 1,161 | $512K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $509K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $509K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.11% | No change | 1,147 | $507K |
| Okabena Investment Services Inc. | 0.11% | No change | 1,150 | $507K |
| Ring Mountain Capital, LLC | 0.31% | No change | 1,136 | $504K |
| Greenleaf Trust | 0.00% | No change | 1,140 | $502K |
| Bordeaux Wealth Advisors LLC | 0.06% | Reduce -17.3% | 1,137 | $501K |
| Principal Securities, Inc. | 0.01% | Reduce -18.9% | 1,136 | $500K |
| Athena Investment Management | 0.28% | No change | 1,133 | $499K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -8.5% | 1,130 | $498K |
| Opinicus Capital, Inc. | 0.38% | Add +0.7% | 1,128 | $497K |
| Delta Capital Management LLC | 0.28% | No change | 1,120 | $494K |
| N.E.W. Advisory Services LLC | 0.05% | Reduce -12.0% | 1,120 | $493K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $493K |
| Sandy Cove Advisors, LLC | 0.18% | New | 1,112 | $490K |
| ING Groep NV | 0.00% | Add +54.5% | 1,108 | $488K |
| Tactive Advisors, LLC | 0.16% | — | 1,105 | $487K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $485K |
| Vishria Bird Financial Group, LLC | 0.16% | No change | 1,101 | $485K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,099 | $484K |
| Scharf Investments, LLC | 0.01% | No change | 1,095 | $483K |
| ADG Wealth Management Group, LLC | 0.41% | Add +40.8% | 1,095 | $482K |
| Mattern Wealth Management LLC | 0.10% | No change | 1,084 | $478K |
| Diversified Trust Co. | 0.01% | Add +2.0% | 1,083 | $478K |
| McGuire Investment Group, LLC | 0.06% | Add +2.8% | 1,080 | $476K |
| Warner Financial, Inc. | 0.20% | Add +0.1% | 1,078 | $475K |
| Eagle Strategies LLC | 0.07% | Reduce -5.2% | 1,073 | $473K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.8% | 1,071 | $472K |
| Pinnacle Wealth Management Group, Inc. | 0.27% | Add +2.8% | 1,066 | $470K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $469K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +41.4% | 1,062 | $468K |
| AlphaCore Capital LLC | 0.02% | Add +116.1% | 1,059 | $467K |
| Aprio Wealth Management, LLC | 0.05% | Add +7.4% | 1,058 | $466K |
| Dale Q Rice Investment Management Ltd | 0.39% | Reduce -51.3% | 1,050 | $464K |
| Aaron Wealth Advisors LLC | 0.05% | No change | 1,052 | $464K |
| Red Door Wealth Management, LLC | 0.06% | Add +1.8% | 1,049 | $462K |
| Root Financial Partners, LLC | 0.04% | Add +14.3% | 1,044 | $460K |
| Traction Financial Partners, LLC | 0.31% | Reduce -16.0% | 1,042 | $459K |
| Investment Partners Asset Management, Inc. | 0.32% | Add +2.0% | 1,040 | $458K |
| Bluesphere Advisors LLC | 0.23% | No change | 1,040 | $458K |
| IPG Investment Advisors LLC | 0.09% | Add +5.1% | 1,036 | $458K |
| Alteri Wealth LLC | 0.18% | Reduce -14.4% | 1,036 | $456K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Add +5.1% | 1,029 | $454K |
| Keystone Wealth Services, LLC | 0.11% | No change | 1,025 | $452K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $451K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $449K |
| Campbell Deegan Wealth Management, LLC | 0.44% | Add +0.2% | 1,017 | $448K |
| Palisade Asset Management, LLC | 0.04% | Add +34.8% | 1,011 | $445K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,007 | $445K |
| Freestate Advisors LLC | 0.40% | Add +0.3% | 1,007 | $444K |
| Agf Management Ltd. | 0.00% | No change | 1,005 | $443K |
| GenTrust, LLC | 0.02% | Reduce -16.6% | 1,001 | $442K |
| Clifford Swan Investment Counsel LLC | 0.02% | Reduce -2.4% | 1,002 | $442K |
| Calamos Wealth Management LLC | 0.02% | New | 1,001 | $441K |
| Sassicaia Capital Advisers LLC | 0.28% | New | 1,000 | $441K |
| Successful Portfolios LLC | 0.27% | No change | 1,000 | $441K |
| Bradley & Co. Private Wealth Management, LLC | 0.27% | No change | 1,000 | $441K |
| Chesley Taft & Associates LLC | 0.02% | No change | 1,000 | $441K |
| Paradigm, Strategies in Wealth Management, LLC | 0.29% | Reduce -1.2% | 996 | $439K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.9% | 995 | $438K |
| Spinnaker Trust | 0.03% | No change | 992 | $437K |
| Fortis Capital Advisors, LLC | 0.08% | No change | 989 | $436K |
| Belpointe Asset Management LLC | 0.02% | No change | 989 | $436K |
| Crewe Advisors LLC | 0.06% | Reduce -7.2% | 986 | $434K |
| Plancorp, LLC | 0.01% | Add +0.4% | 985 | $434K |
| Ameriflex Group, Inc. | 0.23% | Add +0.4% | 999 | $433K |
| Vista Investment Partners LLC | 0.12% | Add +2.9% | 983 | $433K |
| Victrix Investment Advisors | 0.19% | Reduce -15.9% | 981 | $432K |
| Element Wealth, LLC | 0.20% | Add +1.7% | 978 | $431K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | Add +0.1% | 975 | $430K |
| GatePass Capital, LLC | 0.29% | No change | 973 | $429K |
| Banco BTG Pactual S.A. | 0.09% | Add +18.2% | 973 | $429K |
| Wiser Advisor Group LLC | 0.73% | Add +306.8% | 960 | $423K |
| Sierra Capital LLC | 0.05% | No change | 955 | $421K |
| Kellett Wealth Advisors, LLC | 0.27% | Add +0.3% | 954 | $420K |
| Narus Financial Partners, LLC | 0.13% | Reduce -5.0% | 950 | $419K |
| Hayek Kallen Investment Management | 0.14% | Add +42.5% | 946 | $417K |
| Murphy & Mullick Capital Management Corp | 0.34% | Add +232.6% | 938 | $414K |
| Mather Group, Llc. | 0.00% | Reduce -0.1% | 929 | $409K |
| W Advisors, LLC | 0.23% | No change | 925 | $408K |
| CGN Advisors LLC | 0.04% | No change | 920 | $405K |
| Everhart Financial Group, Inc. | 0.05% | Add +48.5% | 918 | $405K |
| M3 Advisory Group, LLC | 0.28% | Reduce -4.5% | 917 | $404K |
| Retirement Planning Co of New England, Inc. | 0.18% | Reduce -1.3% | 915 | $403K |
| Cornerstone Advisory, LLC | 0.04% | Add +0.1% | 913 | $402K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $401K |
| Leeward Financial Partners, LLC | 0.13% | New | 905 | $399K |
| Meeder Advisory Services, Inc. | 0.02% | Add +16.8% | 905 | $399K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 904 | $398K |
| Full Sail Capital, LLC | 0.02% | No change | 900 | $397K |
| Empirical Asset Management, LLC | 0.12% | No change | 900 | $397K |
| Financial Advocates Investment Management | 0.03% | Reduce -63.3% | 892 | $393K |
| One Capital Management, LLC | 0.01% | Reduce -0.2% | 890 | $392K |
| AllSquare Wealth Management LLC | 0.22% | No change | 886 | $390K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 886 | $390K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +2.9% | 885 | $390K |
| Winthrop Advisory Group LLC | 0.04% | No change | 882 | $390K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $388K |
| Meridian Management Co. | 0.11% | No change | 877 | $387K |
| Innova Wealth Partners | 0.23% | Reduce -2.0% | 876 | $386K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +0.1% | 858 | $384K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.5% | 862 | $383K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +0.1% | 868 | $382K |
| Patten & Patten Inc. | 0.02% | No change | 866 | $382K |
| Bessemer Group Inc. | 0.00% | Reduce -34.3% | 864 | $381K |
| Davidson Capital Management Inc. | 0.09% | Add +188.3% | 862 | $380K |
| Granite FO LLC | 0.21% | No change | 855 | $377K |
| Freedom Financial Partners LLC | 0.16% | Reduce -0.1% | 846 | $373K |
| Pacific Sun Financial Corp | 0.19% | No change | 845 | $372K |
| SVB Wealth LLC | 0.02% | Reduce -65.5% | 840 | $370K |
| Clare Market Investments LLC | 0.08% | Add +0.2% | 840 | $370K |
| Highline Wealth Partners LLC | 0.11% | Reduce -0.8% | 840 | $370K |
| KFG Wealth Management, LLC | 0.06% | No change | 834 | $368K |
| WNY Asset Management, LLC | 0.04% | No change | 833 | $367K |
| BlackDiamond Wealth Management, LLC | 0.21% | Add +3.9% | 823 | $366K |
| Wealthspan Partners, LLC | 0.15% | Reduce -25.6% | 829 | $365K |
| Vaughan David Investments LLC | 0.01% | New | 825 | $364K |
| Floyd Financial Group LLC | 0.33% | No change | 807 | $362K |
| RIA Advisory Group LLC | 0.11% | Reduce -1.4% | 818 | $360K |
| Pacific Center for Financial Services | 0.10% | No change | 812 | $358K |
| JB Capital LLC | 0.02% | Add +17.5% | 811 | $357K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -6.9% | 810 | $357K |
| Peak Asset Management, LLC | 0.07% | No change | 808 | $356K |
| Alpha Advisors, LLC | 0.30% | No change | 808 | $356K |
| Fiduciary Financial Group, LLC | 0.06% | No change | 800 | $356K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 804 | $355K |
| Smithfield Trust Co | 0.02% | No change | 805 | $355K |
| Prosperity Planning, Inc. | 0.14% | No change | 804 | $354K |
| Pitti Group Wealth Management, LLC | 0.31% | Add +0.1% | 804 | $354K |
| Marshall Financial Group, LLC | 0.07% | Add +3.9% | 797 | $354K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $353K |
| WealthShield Partners, LLC | 0.04% | Reduce -9.6% | 801 | $353K |
| Tandem Investment Partners LLC | 0.31% | No change | 800 | $353K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.3% | 796 | $351K |
| Legacy Edge Advisors, LLC | 0.05% | New | 791 | $349K |
| Natixis | 0.00% | Add +56.0% | 780 | $344K |
| Aspire Capital Advisors LLC | 0.09% | Add +1.4% | 779 | $343K |
| Smith Thornton Advisors LLC | 0.20% | No change | 779 | $343K |
| Parisi Gray Wealth Management | 0.10% | Add +0.4% | 779 | $343K |
| Matauro, LLC | 0.06% | Add +0.3% | 776 | $342K |
| First Citizens Financial Corp | 0.19% | No change | 775 | $342K |
| Vanguard Group Inc. | 0.00% | Reduce -1.9% | 773 | $341K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.4% | 768 | $339K |
| Wedmont Private Capital | 0.01% | Reduce -2.7% | 762 | $339K |
| Fortitude Advisory Group L.L.C. | 0.19% | Reduce -16.5% | 768 | $338K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.7% | 766 | $338K |
| Bokf, NA | 0.01% | New | 765 | $337K |
| Evermay Wealth Management LLC | 0.04% | Reduce -11.6% | 761 | $336K |
| Ranch Capital Advisors Inc. | 0.15% | No change | 760 | $335K |
| Schrum Private Wealth Management LLC | 0.27% | Reduce -3.9% | 759 | $335K |
| Wealthcare Capital Management LLC | 0.04% | No change | 759 | $334K |
| Aspiriant, LLC | 0.01% | No change | 758 | $334K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +4.0% | 756 | $333K |
| North Star Investment Management Corp. | 0.02% | Add +24.8% | 755 | $333K |
| Sage Financial Group Inc. | 0.02% | No change | 750 | $330K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | New | 749 | $330K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $330K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -3.1% | 745 | $328K |
| Ridgecrest Wealth Partners, LLC | 0.17% | No change | 744 | $328K |
| Atlas Legacy Advisors, LLC | 0.07% | No change | 743 | $327K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | No change | 743 | $327K |
| Monument Capital Management | 0.09% | Reduce -12.2% | 742 | $327K |
| CPC Advisors, LLC | 0.04% | No change | 741 | $327K |
| Ellerson Group Inc. | 0.23% | No change | 740 | $326K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +38.7% | 735 | $324K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.5% | 734 | $323K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -17.4% | 732 | $323K |
| Keebeck Wealth Management | 0.04% | No change | 730 | $323K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -6.7% | 729 | $321K |
| Warwick Investment Management, Inc. | 0.06% | Add +0.1% | 726 | $320K |
| Accelerate Investment Advisors LLC | 0.24% | Add +16.0% | 726 | $320K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -54.1% | 723 | $319K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 721 | $318K |
| Focused Wealth Management, Inc | 0.04% | Reduce -2.4% | 721 | $318K |
| Kozak & Associates, Inc. | 0.06% | Reduce -1.1% | 713 | $317K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Reduce -1.8% | 719 | $317K |
| Coastal Bridge Advisors, LLC | 0.03% | New | 719 | $317K |
| High Note Wealth, LLC | 0.07% | No change | 715 | $315K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -7.6% | 713 | $314K |
| Boreal Capital Management LLC | 0.30% | — | 710 | $314K |
| SilverOak Wealth Management LLC | 0.06% | New | 706 | $311K |
| GC Wealth Management RIA, LLC | 0.03% | New | 705 | $311K |
| First National Bank Sioux Falls | 0.11% | Reduce -14.9% | 705 | $311K |
| Gryphon Financial Partners LLC | 0.04% | Add +39.7% | 704 | $310K |
| Aldebaran Financial Inc. | 0.34% | Add +2.2% | 703 | $310K |
| Albion Financial Group | 0.02% | Reduce -16.3% | 703 | $310K |
| Rockbridge Investment Management, LCC | 0.03% | Add +0.1% | 701 | $309K |
| Laffer Tengler Investments, Inc. | 0.07% | New | 700 | $308K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $308K |
| Annandale Capital, LLC | 0.06% | New | 698 | $308K |
| Francis Financial, Inc. | 0.07% | No change | 691 | $304K |
| ShankerValleau Wealth Advisors, Inc. | 0.09% | No change | 690 | $304K |
| Strategic Wealth Partners, Ltd. | 0.02% | — | 690 | $304K |
| TCFG Wealth Management, LLC | 0.14% | Add +0.1% | 689 | $304K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -6.7% | 688 | $303K |
| SoundView Advisors Inc. | 0.11% | Add +28.1% | 689 | $303K |
| O'ROURKE & COMPANY, Inc | 0.14% | Reduce -1.4% | 684 | $301K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.1% | 684 | $301K |
| Vista Capital Partners, Inc. | 0.03% | No change | 683 | $301K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -63.0% | 683 | $301K |
| Atlantic Union Bankshares Corp | 0.01% | New | 682 | $300K |
| Front Row Advisors LLC | 0.10% | Add +12.4% | 680 | $300K |
| Ingalls & Snyder LLC | 0.01% | No change | 673 | $297K |
| Maple Capital Management, Inc. | 0.02% | Add +4.5% | 672 | $296K |
| Independent Advisor Alliance | 0.01% | New | 669 | $295K |
| Weil Company, Inc. | 0.08% | New | 666 | $293K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -70.7% | 663 | $292K |
| Dunhill Financial, LLC | 0.08% | Add +5.3% | 660 | $291K |
| Moseley Investment Management Inc. | 0.10% | No change | 660 | $291K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 653 | $290K |
| BNC Wealth Management, LLC | 0.09% | Reduce -4.5% | 657 | $290K |
| PCG Wealth Advisors, LLC | 0.15% | No change | 655 | $289K |
| Smith Salley Wealth Management | 0.02% | Reduce -0.6% | 655 | $288K |
| Curat Global, LLC | 0.28% | Add +468.7% | 654 | $288K |
| Parkworth Wealth Management, Inc. | 0.21% | Add +0.3% | 653 | $288K |
| Kapstone Financial Advisors LLC | 0.14% | New | 653 | $288K |
| Mystic Asset Management, Inc. | 0.07% | Add +3.2% | 652 | $287K |
| PCG Asset Management, LLC | 0.25% | No change | 651 | $287K |
| Vigilare Wealth Management | 0.11% | Reduce -31.6% | 651 | $287K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $286K |
| Pure Financial Advisors, LLC | 0.01% | New | 650 | $286K |
| Councilmark Asset Management, LLC | 0.18% | No change | 650 | $286K |
| CPR Investments Inc. | 0.22% | Reduce -5.1% | 650 | $286K |
| Rehmann Capital Advisory Group | 0.02% | New | 649 | $286K |
| Neumann Capital Management, LLC | 0.09% | No change | 642 | $283K |
| Main Street Research LLC | 0.02% | No change | 640 | $283K |
| Dohj, LLC | 0.08% | Reduce -96.4% | 713 | $282K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $282K |
| Marmo Financial Group, LLC | 0.14% | New | 636 | $280K |
| Two Sigma Securities, LLC | 0.03% | Reduce -87.0% | 636 | $280K |
| Nadler Financial Group, Inc. | 0.03% | No change | 636 | $280K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 635 | $280K |
| Edgestream Partners, L.P. | 0.01% | Reduce -56.6% | 635 | $280K |
| Calton & Associates, Inc. | 0.05% | New | 630 | $278K |
| Accredited Investors Inc. | 0.02% | No change | 628 | $277K |
| Black Diamond Financial, LLC | 0.04% | Add +0.3% | 627 | $276K |
| Fairvoy Private Wealth, LLC | 0.07% | No change | 626 | $276K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 625 | $275K |
| Bfsg, LLC | 0.03% | Add +4.3% | 624 | $275K |
| Harbour Trust & Investment Management Co | 0.03% | Reduce -20.5% | 620 | $273K |
| Vantage Point Financial LLC | 0.12% | No change | 617 | $272K |
| Argent Trust Co | 0.01% | No change | 617 | $272K |
| Moneco Advisors, LLC | 0.03% | New | 616 | $272K |
| Financial Management Professionals, Inc. | 0.03% | Add +104.7% | 614 | $271K |
| Donaldson Capital Management, LLC | 0.01% | Add +6.6% | 614 | $271K |
| Excalibur Management Corp. | 0.10% | No change | 612 | $270K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -14.1% | 610 | $270K |
| Wingate Wealth Advisors, Inc. | 0.24% | No change | 611 | $269K |
| Avalon Capital Management | 0.07% | No change | 611 | $269K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 613 | $269K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $268K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 608 | $268K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 608 | $268K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $265K |
| Manchester Capital Management LLC | 0.03% | New | 600 | $264K |
| Heritage Wealth Advisors | 0.01% | Reduce -9.9% | 600 | $264K |
| Whitcomb & Hess, Inc. | 0.07% | No change | 597 | $263K |
| Harbor Group, Inc. | 0.05% | No change | 596 | $263K |
| Quest 10 Wealth Builders, Inc. | 0.26% | No change | 596 | $262K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 593 | $261K |
| Summit Trail Advisors, LLC | 0.00% | No change | 590 | $261K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $260K |
| Sather Financial Group Inc | 0.02% | No change | 590 | $260K |
| Atlantic Private Wealth, LLC | 0.17% | Add +0.3% | 587 | $259K |
| Obermeyer Wealth Partners | 0.01% | No change | 587 | $259K |
| Westside Investment Management, Inc. | 0.05% | Add +13.6% | 585 | $258K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 585 | $258K |
| Global Assets Advisory, LLC | 0.10% | Reduce -70.6% | 571 | $254K |
| Meridian Financial Advisors, LLC | 0.16% | No change | 575 | $253K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 575 | $253K |
| City Holding Co. | 0.03% | Add +29.8% | 575 | $253K |
| Freestone Capital Holdings, LLC | 0.01% | New | 573 | $253K |
| Liberty Wealth Management LLC | 0.04% | Reduce -1.2% | 569 | $251K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 569 | $251K |
| Revolve Wealth Partners, LLC | 0.03% | Add +0.2% | 568 | $250K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -2.1% | 567 | $250K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 566 | $249K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $249K |
| Citizens National Bank Trust Department | 0.05% | No change | 565 | $249K |
| Falcon Wealth Planning | 0.03% | New | 565 | $249K |
| Parallax Volatility Advisers, L.P. | 0.01% | Reduce -99.1% | 564 | $249K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 564 | $248K |
| Tull Financial Group, Inc. | 0.11% | No change | 562 | $248K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 562 | $248K |
| Cardinal Point Capital Management ULC | 0.02% | New | 560 | $247K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -8.1% | 560 | $247K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -9.1% | 558 | $246K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -71.0% | 556 | $245K |
| Slagle Financial, LLC | 0.10% | Add +0.4% | 554 | $244K |
| Inspire Advisors, LLC | 0.03% | No change | 553 | $244K |
| Financial Partners Group, Inc | 0.03% | Add +1.3% | 553 | $244K |
| Nikulski Financial, Inc. | 0.07% | No change | 552 | $243K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +4.0% | 551 | $243K |
| First United Bank & Trust | 0.08% | Reduce -6.0% | 551 | $243K |
| Private Client Services, LLC | 0.09% | Reduce -3.3% | 550 | $242K |
| Topsail Wealth Management, LLC | 0.04% | No change | 550 | $242K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $242K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $242K |
| Goldstone Financial Group, LLC | 0.03% | Add +1.3% | 539 | $241K |
| Ibex Wealth Advisors | 0.03% | New | 546 | $241K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +0.2% | 542 | $240K |
| Brand Asset Management Group, Inc. | 0.09% | No change | 543 | $239K |
| TradeWell Securities, LLC. | 0.11% | Add +0.4% | 543 | $239K |
| Principle Wealth Partners LLC | 0.01% | No change | 540 | $238K |
| HM Payson & Co. | 0.00% | No change | 540 | $238K |
| Commonwealth Retirement Investments LLC | 0.09% | No change | 538 | $237K |
| Boyd Watterson Asset Management LLC | 0.07% | No change | 533 | $235K |
| Key Financial Inc | 0.05% | No change | 533 | $235K |
| Guardian Partners Inc. | 0.02% | New | 525 | $233K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.2% | 523 | $233K |
| Financial Management Network Inc. | 0.04% | New | 517 | $232K |
| Rockland Trust Co. | 0.01% | No change | 525 | $231K |
| New Wave Wealth Advisors LLC | 0.10% | No change | 522 | $230K |
| Moment Partners, LLC | 0.04% | Reduce -1.3% | 522 | $230K |
| Gibson Capital, LLC | 0.04% | Reduce -4.6% | 515 | $227K |
| Blue Fin Capital, Inc. | 0.04% | Reduce -2.8% | 515 | $227K |
| Glenview Trust Co | 0.00% | New | 511 | $225K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.2% | 505 | $224K |
| Basepoint Wealth LLC | 0.17% | No change | 508 | $224K |
| ABLE Financial Group, LLC | 0.05% | Reduce -3.1% | 507 | $223K |
| Tandem Capital Management Corp. | 0.11% | No change | 505 | $223K |
| Marino, Stram & Associates LLC | 0.04% | New | 505 | $223K |
| EWG Elevate Inc. | 0.07% | New | 504 | $222K |
| Wisconsin Wealth Advisors, LLC | 0.26% | No change | 504 | $222K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 503 | $222K |
| Great Diamond Partners, LLC | 0.05% | Add +0.4% | 503 | $221K |
| Axecap Investments, LLC | 0.14% | No change | 501 | $221K |
| Elite Life Management LLC | 0.57% | Reduce -15.0% | 500 | $220K |
| Primoris Wealth Advisors, LLC | 0.15% | Reduce -33.3% | 500 | $220K |
| Ping Capital Management, Inc. | 0.12% | New | 500 | $220K |
| Portland Global Advisors LLC | 0.03% | New | 500 | $220K |
| Callan Family Office, LLC | 0.01% | No change | 500 | $220K |
| GAMCO Investors | 0.00% | New | 500 | $220K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 500 | $220K |
| LFA - Lugano Financial Advisors SA | 0.13% | No change | 500 | $220K |
| MKD Wealth Coaches, LLC | 0.23% | No change | 494 | $218K |
| Accel Wealth Management | 0.07% | Reduce -18.8% | 492 | $217K |
| IFS Advisors, LLC | 0.16% | No change | 491 | $216K |
| Register Financial Advisors LLC | 0.09% | New | 490 | $216K |
| Burney Co./ | 0.01% | New | 488 | $215K |
| Centennial Wealth Advisory LLC | 0.07% | Reduce -1.2% | 485 | $214K |
| Evensky & Katz LLC | 0.01% | No change | 483 | $213K |
| Burk Holdings LLC | 0.13% | Reduce -4.2% | 483 | $213K |
| Prasad Wealth Partners, LLC | 0.06% | Add +0.2% | 482 | $212K |
| Seneca Financial Advisors LLC | 0.08% | No change | 481 | $212K |
| DDD Partners, LLC | 0.02% | New | 480 | $212K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -7.7% | 478 | $210K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -13.6% | 477 | $210K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 475 | $210K |
| Integrity Wealth Solutions LLC | 0.10% | Reduce -64.0% | 475 | $209K |
| Rathbones Group PLC | 0.00% | New | 473 | $208K |
| LVZ, Inc. | 0.02% | New | 470 | $207K |
| TigerOak Management, L.L.C. | 0.07% | New | 469 | $207K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 467 | $206K |
| JDH Wealth Management, LLC | 0.16% | New | 466 | $205K |
| Winebrenner Capital Management LLC | 0.17% | New | 465 | $205K |
| Coppell Advisory Solutions LLC | 0.02% | New | 468 | $205K |
| Fortress Private Ledger, LLC | 0.09% | New | 464 | $204K |
| Disciplined Investors, L.L.C. | 0.16% | New | 464 | $204K |
| Canal Capital Management, LLC | 0.03% | New | 463 | $204K |
| Gradient Capital Advisors, LLC | 0.06% | New | 463 | $204K |
| GeoWealth Management, LLC | 0.01% | Add +48.1% | 462 | $204K |
| Lantern Wealth Advisors, LLC | 0.12% | — | 461 | $203K |
| Rockline Wealth Management, LLC | 0.05% | New | 459 | $202K |
| Scientech Research LLC | 0.05% | Reduce -46.0% | 459 | $202K |
| Talisman Wealth Advisors LLC | 0.18% | New | 454 | $200K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 450 | $198K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 424 | $187K |
| Bogart Wealth, LLC | 0.01% | Add +66.8% | 422 | $186K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $186K |
| Deutsche Bank AG | 0.00% | No change | 415 | $183K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 410 | $181K |
| BankPlus Trust Department | 0.05% | No change | 405 | $178K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +4.2% | 402 | $178K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.5% | 400 | $176K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 390 | $172K |
| Rogco, LP | 0.06% | No change | 387 | $171K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -3.0% | 385 | $170K |
| Oakworth Capital, Inc. | 0.01% | No change | 380 | $167K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.8% | 379 | $167K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -28.4% | 379 | $167K |
| Tidemark, LLC | 0.05% | No change | 374 | $165K |
| CoreFirst Bank & Trust | 0.09% | New | 370 | $163K |
| GAMMA Investing LLC | 0.01% | Add +30.4% | 365 | $161K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -12.3% | 356 | $157K |
| Putney Financial Group LLC | 0.16% | No change | 350 | $154K |
| Bangor Savings Bank | 0.01% | No change | 345 | $152K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 341 | $150K |
| Capital Analysts, LLC | 0.01% | Add +0.3% | 338 | $149K |
| Trust Co | 0.02% | No change | 337 | $148K |
| Wealth Preservation Advisors, LLC | 0.09% | No change | 333 | $147K |
| Future Financial Wealth Managment LLC | 0.10% | No change | 330 | $145K |
| MTM Investment Management, LLC | 0.05% | Reduce -37.6% | 324 | $143K |
| Country Trust Bank | 0.00% | New | 323 | $142K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -52.9% | 321 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 302 | $133K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $132K |
| Kentucky Trust Co | 0.08% | Reduce -7.7% | 300 | $132K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $132K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 300 | $132K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $132K |
| Creative Financial Designs Inc. | 0.01% | Add +14.5% | 292 | $129K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 279 | $123K |
| Aspect Partners, LLC | 0.06% | Add +0.4% | 276 | $121K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 275 | $121K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 260 | $115K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $110K |
| Abound Wealth Management | 0.03% | No change | 243 | $107K |
| Union Savings Bank | 0.05% | No change | 236 | $104K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $101K |
| Bellwether Advisors, LLC | 0.02% | New | 227 | $100K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $97K |
| Anchor Investment Management, LLC | 0.01% | Add +5.8% | 217 | $96K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 213 | $94K |
| Barnes Dennig Private Wealth Management LLC | 0.11% | Add +89.3% | 212 | $93K |
| Archer Investment Corp | 0.02% | Reduce -13.2% | 204 | $90K |
| St. Johns Investment Management Company, LLC | 0.04% | Reduce -56.5% | 200 | $88K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 195 | $86K |
| Legacy Investment Solutions, LLC | 0.05% | — | 194 | $86K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -7.6% | 194 | $86K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -9.7% | 186 | $82K |
| LOM Asset Management Ltd | 0.03% | — | 185 | $82K |
| Vermillion Wealth Management, Inc. | 0.04% | No change | 185 | $82K |
| Vestor Capital, LLC | 0.01% | No change | 500 | $74K |
| Raffa Wealth Management, LLC | 0.01% | No change | 161 | $71K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 157 | $69K |
| Stephens Consulting, LLC | 0.02% | No change | 154 | $68K |
| Marshall & Sullivan Inc. | 0.03% | New | 153 | $67K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $66K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 150 | $66K |
| Truvestments Capital LLC | 0.01% | Add +0.7% | 147 | $65K |
| FSA Wealth Management LLC | 0.02% | No change | 144 | $64K |
| North Ridge Wealth Advisors, Inc. | 0.04% | No change | 144 | $63K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +0.7% | 142 | $63K |
| JNBA Financial Advisors | 0.01% | New | 142 | $63K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $62K |
| Nemes Rush Group LLC | 0.01% | Add +16.8% | 139 | $61K |
| Banque Cantonale Vaudoise | 0.00% | No change | 131 | $58K |
| Security National Bank | 0.01% | No change | 130 | $57K |
| Birch Capital Management, LLC | 0.03% | No change | 126 | $56K |
| Crews Bank & Trust | 0.01% | No change | 125 | $55K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $55K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 120 | $53K |
| Graney & King, LLC | 0.04% | No change | 119 | $52K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $48K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $45K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $45K |
| Your Advocates Ltd., LLP | 0.02% | Add +83.6% | 101 | $44K |
| Rakuten Securities, Inc. | 0.02% | Reduce -10.7% | 100 | $44K |
| First Command Advisory Services, Inc. | 0.00% | New | 100 | $44K |
| Smartleaf Asset Management LLC | 0.00% | New | 97 | $42K |
| Trust Co. of Toledo NA | 0.00% | New | 94 | $41K |
| St Germain D J Co. Inc. | 0.00% | Add +16.3% | 93 | $41K |
| Semmax Financial Advisors Inc. | 0.01% | Add +1.1% | 92 | $41K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 90 | $40K |
| Independence Bank of Kentucky | 0.01% | No change | 88 | $39K |
| WPG Advisers, LLC | 0.03% | No change | 80 | $35K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $35K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -39.7% | 76 | $34K |
| Pineridge Advisors LLC | 0.01% | New | 74 | $32K |
| Volterra Technologies LP | 0.04% | — | 69 | $30K |
| Hollencrest Capital Management | 0.00% | Add +1000.0% | 66 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 66 | $29K |
| Family Legacy Financial Solutions, LLC | 0.02% | — | 63 | $28K |
| LRI Investments, LLC | 0.00% | No change | 63 | $28K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -49.6% | 63 | $28K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 66 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -50.0% | 62 | $27K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 61 | $27K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $27K |
| McIlrath & Eck, LLC | 0.00% | Add +454.6% | 61 | $27K |
| Arlington Trust Co LLC | 0.00% | No change | 57 | $25K |
| Coston, McIsaac & Partners | 0.01% | No change | 57 | $25K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $25K |
| Luminist Capital LLC | 0.02% | Reduce -6.8% | 55 | $24K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $23K |
| Riverview Trust Co | 0.03% | No change | 52 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -28.2% | 51 | $22K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $22K |
| ORG Partners LLC | 0.00% | Reduce -69.7% | 47 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 46 | $20K |
| PrairieView Partners, LLC | 0.00% | New | 47 | $20K |
| Pflug Koory, LLC | 0.01% | Reduce -31.8% | 45 | $20K |
| Access Investment Management LLC | 0.01% | — | 45 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 40 | $18K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $18K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | New | 40 | $18K |
| Creative Capital Management Investments LLC | 0.01% | New | 38 | $17K |
| Transce3nd, LLC | 0.01% | Add +47.8% | 34 | $15K |
| Alerus Financial NA | 0.00% | New | 33 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $15K |
| Vision Financial Markets LLC | 0.01% | Add +3.1% | 33 | $14K |
| Ridgewood Investments LLC | 0.01% | No change | 31 | $14K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $11K |
| NewSquare Capital LLC | 0.00% | No change | 25 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 23 | $10K |
| Eukles Asset Management | 0.00% | No change | 22 | $10K |
| Park Place Capital Corp | 0.00% | New | 19 | $8K |
| First Pacific Financial | 0.00% | New | 18 | $8K |
| Investors Research Corp | 0.00% | No change | 17 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $7K |
| Wolff Wiese Magana LLC | 0.00% | No change | 15 | $7K |
| New Millennium Group LLC | 0.00% | No change | 15 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 15 | $7K |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $4K |
| New England Capital Financial Advisors LLC | 0.00% | New | 10 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $4K |
| Tsfg, LLC | 0.00% | No change | 10 | $4K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 9 | $4K |
| Y.D. More Investments Ltd | 0.00% | No change | 9 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 7 | $3K |
| American Capital Advisory, LLC | 0.00% | Reduce -95.6% | 7 | $3K |
| Total Investment Management Inc. | 0.00% | Reduce -99.4% | 5 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $2K |
| Slocum, Gordon & Co LLP | 0.00% | No change | 3 | $2K |
| Kilter Group LLC | 0.00% | New | 3 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 3 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Gould Capital, LLC | 0.00% | No change | 2 | $881 |
| HighMark Wealth Management LLC | 0.00% | No change | 2 | $716 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $441 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $441 |
"% 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.