SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q3 2025 (September 30)1,285holders +9
83new positions
68sold out
7famous investors
$463.66avg. 13F price*
At the end of Q3 2025, 1,285 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 9 from Q2 2025. 83 opened new positions and 68 sold out. The largest holders were Morgan Stanley ($2.0B), Goldman Sachs Group Inc. ($1.5B) and Bank of America Corp. ($1.0B). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q3 2025)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $252.0M |
| Exits | 68 | $539.9M |
All 13F filers, Q2 2025 → Q3 2025: 5,196,751 shares bought and 4,604,531 shares sold, net +592,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,285 holders
| Morgan Stanley | 0.12% | Reduce -7.3% | 4,212,733 | $2.0B |
| Goldman Sachs Group Inc. | 0.22% | Add +182.2% | 3,226,926 | $1.5B |
| Bank of America Corp. | 0.08% | Reduce -6.1% | 2,258,274 | $1.0B |
| LPL Financial LLC | 0.22% | Add +1.3% | 1,610,809 | $747.0M |
| Wells Fargo & Company | 0.13% | Add +2.0% | 1,393,811 | $646.4M |
| UBS Group AG | 0.08% | Add +12.4% | 889,265 | $412.4M |
| Royal Bank of Canada | 0.07% | Reduce -16.4% | 792,696 | $367.6M |
| Citadel Advisors | 0.24% | Reduce -45.2% | 640,103 | $296.8M |
| Bank of Montreal | 0.12% | Add +0.5% | 601,102 | $278.8M |
| Focus Partners Wealth | 0.43% | Add +1118.2% | 574,858 | $266.6M |
| JPMorgan Chase & Co. | 0.02% | Add +12.3% | 556,976 | $258.3M |
| Two Sigma Investments, LP | 0.39% | Add +9051.9% | 517,080 | $239.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -7.7% | 500,386 | $232.0M |
| Citigroup Inc. | 0.15% | Add +44.3% | 475,814 | $220.7M |
| Capital Wealth Planning, LLC | 1.52% | Add +2830.3% | 463,633 | $215.0M |
| Raymond James Financial Inc. | 0.07% | Add +0.5% | 435,514 | $202.0M |
| Nissay Asset Management Corp. /Japan | 1.00% | No change | 391,575 | $181.6M |
| Bank of Nova Scotia | 0.27% | Add +39.0% | 329,943 | $153.0M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -4.5% | 268,873 | $124.7M |
| Jane Street Group, LLC | 0.15% | New | 266,669 | $123.7M |
| Cetera Investment Advisers | 0.14% | Add +14.8% | 253,203 | $117.4M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -5.7% | 245,650 | $113.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.4% | 241,566 | $112.0M |
| Osaic Holdings, Inc. | 0.15% | Add +0.4% | 238,931 | $109.7M |
| Arkansas Financial Group, Inc. | 15.44% | Reduce -2.1% | 226,184 | $104.9M |
| Jones Financial Companies LLLP | 0.07% | Add +10.6% | 210,556 | $97.3M |
| Berkshire Money Management, Inc. | 9.58% | Add +11.0% | 200,808 | $93.1M |
| Mirae Asset Securities (usa) Inc. | 4.07% | No change | 200,000 | $92.7M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -2.0% | 184,866 | $85.7M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.3% | 175,760 | $81.5M |
| Barclays PLC | 0.03% | Reduce -61.3% | 173,878 | $80.6M |
| Stifel Financial Corp. | 0.07% | Reduce -1.4% | 170,165 | $78.9M |
| Captrust Financial Advisors | 0.16% | Add +1.1% | 165,107 | $76.6M |
| BNP Paribas Financial Markets | 0.06% | Reduce -58.2% | 160,376 | $74.4M |
| Sanctuary Advisors, LLC | 0.43% | Add +3.8% | 159,921 | $74.2M |
| Truist Financial Corp. | 0.10% | Reduce -7.9% | 155,130 | $71.9M |
| Wolverine Trading, LLC | 1.30% | Reduce -74.9% | 138,852 | $64.3M |
| AIA Group Ltd | 0.97% | Reduce -9.5% | 118,015 | $54.7M |
| Atria Investments, Inc | 0.61% | Reduce -1.7% | 114,591 | $53.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -2.8% | 113,353 | $52.8M |
| CM Wealth Advisors LLC | 13.56% | Reduce -0.8% | 110,694 | $51.4M |
| Creative Planning | 0.04% | Add +1.1% | 108,565 | $50.3M |
| IMC-Chicago, LLC | 0.87% | Reduce -73.8% | 106,301 | $49.3M |
| Cibc World Market Inc. | 0.10% | Add +139.9% | 105,452 | $48.9M |
| Thor Trading Advisors, LLC | 23.38% | Add +227.3% | 99,182 | $46.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +62.7% | 97,928 | $45.4M |
| HighTower Advisors, LLC | 0.05% | Add +2.0% | 94,048 | $43.6M |
| Cerity Partners LLC | 0.07% | Reduce -0.9% | 90,610 | $42.0M |
| Private Advisor Group, LLC | 0.20% | Reduce -0.4% | 86,287 | $40.0M |
| Heck Capital Advisors, LLC | 3.02% | Add +4.0% | 84,050 | $39.0M |
| SG Americas Securities, LLC | 0.14% | Reduce -26.0% | 83,102 | $38.5M |
| FMR LLC | 0.00% | Add +4.6% | 82,326 | $38.2M |
| Steel Grove Capital Advisors, LLC | 4.45% | No change | 84,570 | $37.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.8% | 79,198 | $36.7M |
| Mariner, LLC | 0.05% | Add +1.3% | 78,425 | $36.4M |
| Northern Trust Corp. | 0.00% | Reduce -5.5% | 78,110 | $36.2M |
| TCP Asset Management, LLC | 6.22% | Add +3.3% | 75,205 | $34.9M |
| NewEdge Advisors, LLC | 0.16% | Add +13.6% | 75,088 | $34.8M |
| Qube Research & Technologies Ltd | 0.05% | New | 72,043 | $33.4M |
| Stephens Inc. | 0.42% | Add +13.6% | 71,642 | $33.2M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +29.1% | 67,934 | $31.5M |
| Latko Wealth Management, Ltd. | 15.01% | Reduce -2.4% | 63,853 | $29.6M |
| Kirkwood Financial Services | 10.65% | — | 61,971 | $28.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.2% | 61,834 | $28.7M |
| Chartist Inc. | 19.51% | — | 61,620 | $28.6M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.9% | 58,817 | $27.3M |
| Select Asset Management & Trust | 8.30% | Add +0.8% | 58,149 | $27.0M |
| SteelPeak Wealth, LLC | 0.90% | Reduce -6.1% | 57,510 | $26.7M |
| Integrity Alliance, Llc. | 1.24% | Add +13.2% | 56,685 | $26.3M |
| Meitav Investment House Ltd. | 0.33% | Add +0.5% | 53,751 | $24.9M |
| Mine & Arao Wealth Creation & Management, LLC. | 9.97% | Add +0.2% | 52,917 | $24.5M |
| Johnson Bixby & Associates, LLC | 3.13% | Add +0.3% | 52,655 | $24.4M |
| Conservest Capital Advisors, Inc. | 2.23% | Reduce -4.0% | 52,040 | $24.1M |
| Integrated Wealth Concepts LLC | 0.22% | Add +0.8% | 52,026 | $24.1M |
| Pinnacle Associates Ltd. | 0.31% | Reduce -4.4% | 50,910 | $23.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.51% | No change | 48,431 | $22.5M |
| GenWealth Group, Inc. | 4.17% | Add +2.0% | 48,266 | $22.4M |
| Jump Financial, LLC | 0.30% | New | 47,788 | $22.2M |
| Millennium Management | 0.02% | Reduce -78.8% | 47,171 | $21.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +31.5% | 46,358 | $21.5M |
| J.W. Cole Advisors, Inc. | 0.41% | Add +43.0% | 46,074 | $21.4M |
| Beacon Capital Management, LLC | 3.02% | Reduce -15.3% | 45,799 | $21.2M |
| MML Investors Services, LLC | 0.06% | Reduce -2.7% | 45,423 | $21.1M |
| Summit Financial, LLC | 0.32% | Add +5.3% | 44,623 | $20.7M |
| AMG National Trust Bank | 0.50% | Add +0.2% | 44,474 | $20.6M |
| Creekmur Asset Management LLC | 3.28% | Add +4.4% | 42,622 | $19.8M |
| Allworth Financial LP | 0.09% | Add +3.6% | 41,485 | $19.2M |
| Bridgewater Advisors Inc. | 1.31% | Reduce -39.1% | 40,170 | $18.9M |
| Clarity Wealth Advisors, LLC | 4.00% | Add +5.9% | 39,176 | $18.2M |
| Blair William & Co. | 0.05% | Reduce -24.5% | 38,411 | $17.8M |
| LM Advisors LLC | 2.46% | Add +149.3% | 36,615 | $17.0M |
| Concurrent Investment Advisors, LLC | 0.29% | Reduce -2.1% | 36,535 | $16.9M |
| Smithbridge Asset Management Inc. | 2.44% | Add +0.3% | 36,150 | $16.8M |
| TD Waterhouse Canada Inc. | 0.11% | Add +2.0% | 35,741 | $16.6M |
| 111 Capital | 3.11% | New | 35,425 | $16.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -6.9% | 34,868 | $16.2M |
| Commerce Bank | 0.09% | No change | 34,727 | $16.1M |
| IFG Advisory, LLC | 0.73% | Add +3.8% | 34,664 | $16.1M |
| Prospera Financial Services Inc | 0.27% | Add +4.5% | 33,867 | $15.7M |
| Pittenger & Anderson Inc. | 0.56% | Add +4.3% | 32,873 | $15.2M |
| Retirement Financial Solutions, LLC | 4.75% | Add +15.6% | 32,734 | $15.2M |
| MKT Advisors LLC | 5.64% | Reduce -0.8% | 32,633 | $15.1M |
| AQR Capital Management | 0.01% | Add +13.2% | 31,752 | $14.7M |
| Melone Private Wealth, LLC | 6.55% | Add +10.0% | 31,198 | $14.5M |
| Corient Private Wealth LP | 0.02% | Reduce -51.9% | 31,197 | $14.5M |
| L & S Advisors Inc | 1.54% | Add +0.3% | 31,093 | $14.4M |
| All Terrain Financial Advisors, LLC | 4.60% | Reduce -1.0% | 30,745 | $14.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +13.2% | 30,703 | $14.2M |
| Jefferies Financial Group Inc. | 0.13% | Add +521.6% | 30,668 | $14.2M |
| National Bank of Canada | 0.02% | Reduce -75.2% | 29,840 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +1.1% | 29,663 | $13.8M |
| &partners | 0.09% | Add +130.2% | 29,522 | $13.7M |
| Walleye Trading LLC | 0.22% | Add +92.8% | 29,161 | $13.5M |
| Composition Wealth, LLC | 0.20% | Add +3.0% | 29,081 | $13.5M |
| Equitable Holdings, Inc. | 0.10% | Add +10.8% | 28,101 | $13.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.10% | Add +16.4% | 28,152 | $13.0M |
| J. Goldman & Co LP | 0.48% | Reduce -53.0% | 27,186 | $12.6M |
| Benin Management CORP | 2.98% | Reduce -0.0% | 27,125 | $12.6M |
| Washburn Capital Management, Inc. | 6.94% | Reduce -6.5% | 26,798 | $12.4M |
| Pettinga Financial Advisors LLC | 2.39% | Add +9.2% | 26,468 | $12.3M |
| Credit Agricole S A | 0.04% | — | 26,002 | $12.1M |
| Federation des caisses Desjardins du Quebec | 0.05% | Reduce -1.0% | 25,838 | $12.0M |
| Pinnacle Holdings, LLC | 4.67% | Add +0.3% | 25,638 | $11.9M |
| Flow Traders U.S. LLC | 0.48% | Add +19.9% | 25,588 | $11.9M |
| Capital Management Associates, Inc | 3.20% | Add +3.4% | 25,544 | $11.8M |
| Amplius Wealth Advisors, LLC | 1.02% | Reduce -8.2% | 25,531 | $11.8M |
| Cornerstone Wealth Management, LLC | 0.65% | Add +1.6% | 25,311 | $11.7M |
| Whittier Trust Co. of Nevada Inc. | 0.25% | Reduce -1.6% | 25,042 | $11.7M |
| Stratos Wealth Advisors, LLC | 0.56% | Add +5.7% | 25,227 | $11.7M |
| Walleye Capital LLC | 0.10% | Reduce -0.0% | 25,008 | $11.6M |
| Sound View Wealth Advisors Group, LLC | 0.79% | Reduce -2.1% | 24,713 | $11.5M |
| FOCUS Wealth Advisors, LLC | 5.45% | Add +0.8% | 24,455 | $11.3M |
| Comerica Bank | 0.04% | Reduce -7.1% | 24,407 | $11.3M |
| Quantinno Capital Management LP | 0.03% | Add +133.6% | 24,034 | $11.1M |
| Merit Financial Group, LLC | 0.10% | Add +1.4% | 23,675 | $11.0M |
| M&T Bank Corp | 0.04% | Add +12.6% | 23,230 | $10.8M |
| Oppenheimer & Co. Inc. | 0.13% | Add +0.5% | 22,907 | $10.6M |
| Ameritas Advisory Services, LLC | 0.69% | Add +120.0% | 22,747 | $10.5M |
| First Heartland Consultants, Inc. | 0.85% | Reduce -0.8% | 22,715 | $10.5M |
| Jacksonville Wealth Management, LLC | 7.63% | Add +7.9% | 22,406 | $10.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | New | 21,954 | $10.2M |
| Washington Capital Management, Inc. | 7.13% | No change | 21,499 | $10.0M |
| Pinnacle Financial Partners Inc | 0.23% | Reduce -48.2% | 20,484 | $9.5M |
| Csenge Advisory Group | 0.44% | Add +10.6% | 20,054 | $9.3M |
| Snowden Capital Advisors LLC | 0.25% | Add +0.2% | 19,757 | $9.2M |
| Wealth Quarterback LLC | 3.53% | Add +3.0% | 19,701 | $9.1M |
| Sykon Capital LLC | 3.03% | Add +3.1% | 19,565 | $9.1M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +0.3% | 19,192 | $8.9M |
| Summit Wealth Partners, LLC | 1.60% | Reduce -1.4% | 19,101 | $8.9M |
| Tudor Financial Inc. | 4.66% | Reduce -1.2% | 18,923 | $8.8M |
| GHP Investment Advisors, Inc. | 0.37% | Reduce -0.3% | 18,787 | $8.7M |
| J Hagan Capital, Inc. | 5.23% | Reduce -5.2% | 18,621 | $8.6M |
| Whittier Trust Co. | 0.10% | Reduce -3.9% | 18,443 | $8.6M |
| Fourth Dimension Wealth, LLC | 3.25% | Add +7.1% | 18,391 | $8.5M |
| Oak Harvest Investment Services | 0.99% | Reduce -0.5% | 18,364 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -76.6% | 18,160 | $8.4M |
| D.A. Davidson & Co. | 0.05% | Add +9.5% | 18,130 | $8.4M |
| BlackRock, Inc. | 0.00% | Add +269.6% | 18,121 | $8.4M |
| NTV Asset Management LLC | 0.91% | Reduce -5.1% | 17,912 | $8.3M |
| Twin Tree Management, LP | 0.39% | New | 17,886 | $8.3M |
| Gladstone Institutional Advisory LLC | 0.32% | Reduce -0.9% | 17,828 | $8.3M |
| Modern Wealth Management, LLC | 0.16% | Add +254.3% | 17,782 | $8.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -4.9% | 17,730 | $8.2M |
| Blue Bell Private Wealth Management, LLC | 1.24% | Add +0.1% | 17,593 | $8.2M |
| Sowell Financial Services LLC | 0.31% | Reduce -1.0% | 17,484 | $8.1M |
| Foster Group, Inc. | 0.25% | No change | 17,470 | $8.1M |
| Lido Advisors, LLC | 0.03% | Add +28.8% | 17,336 | $8.1M |
| Kingswood Wealth Advisors, LLC | 0.48% | Reduce -0.3% | 16,997 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Add +1.9% | 16,967 | $7.9M |
| Encompass More Asset Management | 1.48% | Reduce -5.6% | 16,596 | $7.7M |
| Mechanics Bank Trust Department | 1.08% | Reduce -10.0% | 16,583 | $7.7M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Reduce -4.5% | 16,504 | $7.7M |
| Magnolia Capital Management Ltd. | 5.84% | Reduce -0.2% | 16,425 | $7.6M |
| Independent Financial Group, LLC | 0.18% | Reduce -6.3% | 16,235 | $7.5M |
| King Wealth Management Group | 0.94% | Reduce -1.7% | 16,147 | $7.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -2.2% | 16,125 | $7.5M |
| CVFG LLC | 5.26% | Add +3.1% | 15,710 | $7.3M |
| Intergy Private Wealth, LLC | 2.27% | Add +4.1% | 15,671 | $7.3M |
| Old National Bancorp | 0.12% | No change | 15,586 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +7.8% | 15,417 | $7.1M |
| Chung Wu Investment Group, LLC | 5.93% | Add +2.1% | 15,365 | $7.1M |
| Echo45 Advisors LLC | 4.14% | Add +1.2% | 15,212 | $7.1M |
| Choreo, LLC | 0.09% | Add +183.8% | 15,104 | $7.0M |
| Farther Finance Advisors, LLC | 0.11% | Reduce -38.3% | 14,986 | $6.9M |
| Iowa State Bank | 1.31% | No change | 14,840 | $6.9M |
| 1 North Wealth Services LLC | 2.76% | Reduce -2.3% | 14,533 | $6.7M |
| Meridian Wealth Management, LLC | 0.26% | Reduce -31.8% | 14,521 | $6.7M |
| Frank, Rimerman Advisors LLC | 0.43% | No change | 14,313 | $6.6M |
| Main Street Financial Solutions, LLC | 0.42% | Add +6.7% | 14,239 | $6.6M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -5.1% | 14,027 | $6.5M |
| HB Wealth Management, LLC | 0.04% | Add +61.7% | 13,758 | $6.4M |
| Alexis Investment Partners, LLC | 0.54% | Add +6.7% | 13,734 | $6.4M |
| Mission Creek Capital Partners, Inc. | 1.25% | Add +0.1% | 13,653 | $6.3M |
| Capital Advisory Group Advisory Services, LLC | 1.92% | Add +21.2% | 13,316 | $6.2M |
| AE Wealth Management LLC | 0.04% | Reduce -32.9% | 13,153 | $6.1M |
| Greenwich Wealth Management LLC | 0.30% | Add +0.0% | 13,136 | $6.1M |
| Cowa, LLC | 2.15% | Add +2.1% | 13,129 | $6.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.45% | Reduce -8.6% | 13,066 | $6.1M |
| Hilltop Holdings Inc. | 0.32% | Add +7.5% | 13,004 | $6.0M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +12.8% | 12,963 | $6.0M |
| Regions Financial Corp. | 0.04% | Add +0.3% | 12,951 | $6.0M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +51.3% | 12,925 | $6.0M |
| Curtis Advisory Group, LLC | 1.36% | Reduce -4.5% | 12,899 | $6.0M |
| Summit Asset Management, LLC | 0.91% | Reduce -1.6% | 12,763 | $5.9M |
| Insigneo Advisory Services, LLC | 0.41% | Add +10.2% | 12,722 | $5.9M |
| CreativeOne Wealth, LLC | 0.14% | Add +8.8% | 12,488 | $5.8M |
| IFG Advisors, LLC | 0.93% | Reduce -2.9% | 12,308 | $5.7M |
| Montag A & Associates Inc. | 0.26% | No change | 12,200 | $5.7M |
| HRT Financial LP | 0.02% | New | 12,179 | $5.6M |
| Bay Rivers Group | 2.36% | Reduce -1.0% | 12,071 | $5.6M |
| Birinyi Associates Inc. | 1.43% | Reduce -0.2% | 12,037 | $5.6M |
| NorthCoast Asset Management LLC | 0.02% | Add +2.5% | 12,022 | $5.6M |
| Sigma Planning Corp | 0.16% | Add +4.7% | 11,992 | $5.6M |
| Polymer Capital Management (HK) LTD | 0.76% | No change | 11,850 | $5.5M |
| Kozak & Associates, Inc. | 1.08% | Add +1544.7% | 11,727 | $5.5M |
| Arkadios Wealth Advisors | 0.13% | Reduce -2.8% | 11,779 | $5.5M |
| World Investment Advisors | 0.11% | Add +0.3% | 11,550 | $5.4M |
| American National Bank & Trust | 0.52% | No change | 11,450 | $5.3M |
| Absolute Capital Management, LLC | 2.27% | No change | 11,400 | $5.3M |
| Nwam LLC | 0.29% | Add +1.1% | 11,269 | $5.3M |
| Narwhal Capital Management | 0.38% | No change | 11,080 | $5.1M |
| Compound Planning, Inc. | 0.17% | Add +2.2% | 11,021 | $5.1M |
| First Horizon Corp. | 0.24% | — | 10,999 | $5.1M |
| Brown Advisory Inc. | 0.01% | Reduce -4.5% | 10,852 | $5.0M |
| Scotia Capital Inc. | 0.02% | Add +29.2% | 10,750 | $5.0M |
| Venture Visionary Partners LLC | 0.17% | Add +1.0% | 10,734 | $5.0M |
| Kovack Advisors, Inc. | 0.47% | Reduce -6.9% | 10,724 | $5.0M |
| Cwm, LLC | 0.01% | Add +9.2% | 10,700 | $5.0M |
| Fortis Group Advisors, LLC | 0.85% | Add +7.6% | 10,418 | $5.0M |
| Harbour Investments, Inc. | 0.11% | Add +3.1% | 10,644 | $4.9M |
| Northern Financial Advisors Inc | 2.59% | Reduce -1.8% | 10,636 | $4.9M |
| Brighton Jones LLC | 0.12% | Add +0.6% | 10,632 | $4.9M |
| XY Capital Ltd | 4.04% | New | 10,452 | $4.8M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -1.1% | 10,402 | $4.8M |
| Tortoise Investment Management, LLC | 0.43% | Reduce -0.9% | 10,402 | $4.8M |
| PKS Advisory Services, LLC | 1.12% | Add +3.1% | 10,364 | $4.8M |
| GTS Securities LLC | 0.18% | Reduce -57.0% | 10,329 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +0.8% | 10,295 | $4.8M |
| Founders Financial Alliance, LLC | 0.89% | Add +1.1% | 10,235 | $4.7M |
| AtlasMark Financial, Inc | 3.16% | Reduce -1.9% | 10,200 | $4.7M |
| Brookstone Capital Management | 0.06% | Add +18.8% | 10,187 | $4.7M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.8% | 10,142 | $4.7M |
| NewEdge Wealth, LLC | 0.07% | Reduce -1.8% | 9,937 | $4.7M |
| Stelac Advisory Services LLC | 1.62% | Add +0.5% | 10,105 | $4.7M |
| Atlas Private Wealth Advisors | 1.13% | Reduce -79.8% | 9,980 | $4.6M |
| DMKC Advisory Services, LLC | 2.31% | No change | 9,828 | $4.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.12% | No change | 9,583 | $4.4M |
| PFG Advisors | 0.18% | Add +9.6% | 9,577 | $4.4M |
| Foresight Capital Management Advisors, Inc. | 2.45% | Add +1.0% | 9,375 | $4.3M |
| US Bancorp \de | 0.01% | Add +9.4% | 9,249 | $4.3M |
| KW Wealth Management LLC | 7.02% | — | 8,876 | $4.1M |
| Tufton Capital Management | 0.72% | Reduce -3.1% | 8,727 | $4.0M |
| Advisory Services Network, LLC | 0.06% | Reduce -3.3% | 8,723 | $4.0M |
| Capital Wealth Alliance, LLC | 2.00% | Reduce -0.6% | 8,689 | $4.0M |
| International Assets Investment Management, LLC | 0.32% | No change | 9,030 | $4.0M |
| CoreCap Advisors, LLC | 0.14% | Reduce -49.3% | 8,497 | $3.9M |
| Western Wealth Management, LLC | 0.21% | Add +0.2% | 8,465 | $3.9M |
| RPS Advisory Solutions LLC | 1.92% | Add +7.9% | 8,427 | $3.9M |
| Lewis Asset Management, LLC | 1.60% | Add +3.3% | 8,420 | $3.9M |
| GFS Advisors, LLC | 0.49% | Reduce -0.5% | 8,363 | $3.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.1% | 8,286 | $3.8M |
| Citizens Financial Group Inc. | 0.05% | Add +10.4% | 8,236 | $3.8M |
| Fortune 45 LLC | 1.93% | Add +0.3% | 8,224 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.4% | 8,168 | $3.8M |
| Wedbush Securities Inc. | 0.12% | Add +10.0% | 8,136 | $3.8M |
| Kelleher Financial Advisors | 0.95% | Reduce -13.6% | 8,113 | $3.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +4.0% | 8,008 | $3.7M |
| Novak & Powell Financial Services, Inc. | 1.92% | Reduce -1.4% | 7,892 | $3.7M |
| Wealthspire Advisors, LLC | 0.02% | Add +5.1% | 7,841 | $3.6M |
| Schnieders Capital Management, Llc. | 0.58% | — | 7,752 | $3.6M |
| Meridian Investment Counsel Inc. | 0.88% | Reduce -0.7% | 7,714 | $3.6M |
| Autumn Glory Partners, LLC | 1.45% | Reduce -0.2% | 7,593 | $3.5M |
| Savant Capital, LLC | 0.02% | Reduce -4.0% | 7,483 | $3.5M |
| IHT Wealth Management, LLC | 0.09% | Add +9.3% | 7,446 | $3.5M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -9.5% | 7,381 | $3.4M |
| Paragon Capital Management Inc. | 2.56% | Reduce -5.1% | 7,375 | $3.4M |
| TrueWealth Advisors, LLC | 0.92% | Add +1.3% | 7,361 | $3.4M |
| Greenfield Savings Bank | 1.44% | Add +0.6% | 7,335 | $3.4M |
| Wealthfront Advisers LLC | 0.01% | Reduce -0.0% | 7,282 | $3.4M |
| Caldwell Trust Co | 0.32% | Reduce -0.2% | 7,275 | $3.4M |
| Ayalon Insurance Comp Ltd. | 0.85% | Reduce -31.4% | 7,215 | $3.4M |
| Arax Advisory Partners | 0.05% | Add +128.6% | 7,226 | $3.4M |
| Integrated Advisors Network LLC | 0.14% | Reduce -11.6% | 7,106 | $3.3M |
| MAI Capital Management | 0.02% | Add +11.9% | 7,102 | $3.3M |
| Fingerlakes Wealth Management, Inc. | 2.15% | Add +0.2% | 7,099 | $3.3M |
| Beta Wealth Group, Inc. | 1.29% | New | 7,024 | $3.3M |
| IFP Advisors, Inc | 0.08% | Reduce -57.2% | 6,928 | $3.2M |
| JTC Employer Solutions Trustee Ltd | 0.27% | No change | 6,868 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.2% | 6,829 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.27% | Reduce -9.6% | 6,737 | $3.1M |
| Letson Investment Management, Inc. | 1.08% | Reduce -8.9% | 6,520 | $3.0M |
| Cambridge Financial Group, LLC | 0.94% | Add +0.1% | 6,304 | $2.9M |
| Mattern Capital Management, LLC | 0.34% | No change | 6,297 | $2.9M |
| Fiduciary Alliance LLC | 0.20% | Add +8.4% | 6,282 | $2.9M |
| Lowery Thomas, LLC | 1.66% | Reduce -0.1% | 6,210 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Reduce -0.9% | 6,203 | $2.9M |
| FSC Wealth Advisors, LLC | 1.66% | No change | 6,202 | $2.9M |
| BigSur Wealth Management LLC | 0.70% | Add +0.8% | 6,169 | $2.9M |
| StoneX Group Inc. | 0.13% | Reduce -0.9% | 6,169 | $2.9M |
| Summit Securities Group LLC | 0.94% | Add +12.7% | 6,180 | $2.9M |
| Objective Capital Management, LLC | 2.96% | Add +0.2% | 6,169 | $2.9M |
| Monograph Wealth Advisors, LLC | 0.29% | Add +0.1% | 6,094 | $2.8M |
| Asset Dedication, LLC | 0.19% | Reduce -24.3% | 6,098 | $2.8M |
| Twin Focus Capital Partners, LLC | 0.36% | No change | 6,098 | $2.8M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -4.3% | 6,036 | $2.8M |
| RFG Advisory, LLC | 0.06% | Reduce -19.2% | 5,994 | $2.8M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -2.3% | 5,970 | $2.8M |
| St. Clair Advisors, LLC | 0.72% | No change | 5,869 | $2.7M |
| Centaurus Financial, Inc. | 0.13% | Reduce -17.2% | 5,857 | $2.7M |
| Fidelis Capital Partners, LLC | 0.21% | No change | 5,849 | $2.7M |
| Crumly & Associates Inc. | 0.59% | No change | 5,844 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Add +0.6% | 5,777 | $2.7M |
| Miller Investment Management, LP | 0.27% | No change | 5,717 | $2.7M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 5,699 | $2.6M |
| Equitable Trust Co. | 0.12% | Reduce -0.1% | 5,679 | $2.6M |
| Keystone Financial Group | 0.20% | Add +1.4% | 5,662 | $2.6M |
| Hudock, Inc. | 0.40% | Reduce -1.2% | 5,635 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -45.0% | 5,500 | $2.6M |
| Madison Park Capital Advisors, LLC | 2.09% | Add +3.6% | 5,492 | $2.5M |
| Verus Capital Partners, LLC | 0.20% | Add +4.0% | 5,474 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +116.2% | 5,459 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -13.0% | 5,441 | $2.5M |
| Sunbelt Securities, Inc. | 0.17% | Reduce -9.9% | 5,430 | $2.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.3% | 5,423 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +47.6% | 5,403 | $2.5M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -8.5% | 5,368 | $2.5M |
| BLVD Private Wealth, LLC | 2.14% | Reduce -1.4% | 5,367 | $2.5M |
| Bank Hapoalim BM | 0.31% | Add +7.9% | 5,216 | $2.4M |
| Ieq Capital, LLC | 0.01% | Reduce -3.6% | 5,199 | $2.4M |
| Intrepid Financial Planning Group LLC | 0.91% | Reduce -0.5% | 5,151 | $2.4M |
| Apexium Financial, LP | 0.12% | Reduce -0.6% | 5,139 | $2.4M |
| FSM Wealth Advisors, LLC | 0.33% | Add +0.1% | 5,102 | $2.4M |
| Armbruster Capital Management, Inc. | 0.40% | Reduce -59.3% | 5,068 | $2.4M |
| Arvest Investments, Inc. | 0.34% | Reduce -27.4% | 5,055 | $2.3M |
| Graves Light Lenhart Wealth, Inc. | 0.26% | Add +8.5% | 5,048 | $2.3M |
| Seamount Financial Group Inc. | 1.10% | Reduce -3.5% | 5,041 | $2.3M |
| SouthState Bank Corp | 0.11% | Reduce -0.1% | 5,025 | $2.3M |
| Capital Investment Advisors, LLC | 0.04% | Add +34.7% | 5,021 | $2.3M |
| Bluespring Wealth Management, LLC | 0.20% | Reduce -1.6% | 5,006 | $2.3M |
| Gen-Wealth Partners Inc | 0.79% | Reduce -0.9% | 5,018 | $2.3M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -2.2% | 4,992 | $2.3M |
| American State Bank (Iowa) | 1.18% | No change | 4,992 | $2.3M |
| Serenus Wealth Advisors, LLC | 0.39% | Reduce -44.2% | 4,980 | $2.3M |
| Keybank National Association | 0.01% | Reduce -11.2% | 4,954 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +1.2% | 4,934 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +43.5% | 4,884 | $2.3M |
| Moors & Cabot, Inc. | 0.10% | Reduce -5.5% | 4,872 | $2.3M |
| Balboa Wealth Partners | 0.39% | Reduce -0.9% | 4,864 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.4% | 4,853 | $2.3M |
| Spire Wealth Management | 0.08% | Add +5.8% | 4,844 | $2.2M |
| Advisory Alpha, LLC | 0.06% | Reduce -2.1% | 4,802 | $2.2M |
| GreatBanc Trust CO | 1.52% | — | 4,776 | $2.2M |
| Essex Financial Services, Inc. | 0.13% | Add +0.1% | 4,770 | $2.2M |
| Net Worth Advisory Group | 0.63% | Reduce -0.2% | 4,706 | $2.2M |
| Second Half Financial Partners, LLC | 0.96% | Reduce -0.3% | 4,689 | $2.2M |
| GWN Securities Inc. | 0.50% | Reduce -49.0% | 4,682 | $2.2M |
| Strategic Blueprint, LLC | 0.09% | Reduce -0.4% | 4,680 | $2.2M |
| Arvest Bank Trust Division | 0.12% | Reduce -0.6% | 4,647 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Reduce -1.6% | 4,625 | $2.2M |
| 1ST Source Bank | 0.11% | No change | 4,633 | $2.1M |
| Kaizen Financial Strategies | 0.97% | Reduce -0.1% | 4,565 | $2.1M |
| RMR Wealth Builders | 0.18% | Reduce -4.6% | 4,608 | $2.1M |
| SCS Capital Management LLC | 0.02% | No change | 4,594 | $2.1M |
| SkyView Investment Advisors, LLC | 0.27% | New | 4,598 | $2.1M |
| Leo Wealth, LLC | 0.28% | Reduce -1.9% | 4,594 | $2.1M |
| Ancora Advisors LLC | 0.04% | Add +1.2% | 4,580 | $2.1M |
| Windsor Capital Management, LLC | 0.58% | Reduce -1.7% | 4,568 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -9.3% | 4,443 | $2.1M |
| Coastwise Capital Group, LLC | 1.45% | Add +1.3% | 4,431 | $2.1M |
| Secure Asset Management, LLC | 0.34% | Reduce -0.6% | 4,410 | $2.0M |
| New England Asset Management Inc. | 0.28% | No change | 4,410 | $2.0M |
| PFG Investments, LLC | 0.11% | Reduce -5.4% | 4,382 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Reduce -9.6% | 4,339 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -5.1% | 4,316 | $2.0M |
| Embree Financial Group | 0.27% | Add +0.2% | 4,316 | $2.0M |
| Banco Santander, S.A. | 0.02% | Add +79.0% | 4,305 | $2.0M |
| Smith, Moore & Co. | 0.15% | Add +0.9% | 4,241 | $2.0M |
| Patton Albertson Miller Group, LLC | 0.24% | Reduce -0.5% | 4,235 | $2.0M |
| Country Club Bank | 0.12% | Reduce -5.1% | 4,219 | $2.0M |
| Flagstar Securities, Inc. | 0.60% | Add +0.2% | 4,188 | $1.9M |
| Sage Advisors, LLC | 1.40% | Add +32.4% | 4,199 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Add +2.0% | 4,194 | $1.9M |
| Golden State Wealth Management, LLC | 0.21% | Reduce -1.9% | 4,173 | $1.9M |
| WealthBridge Capital Management, LLC | 0.45% | Reduce -1.8% | 4,169 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 4,226 | $1.9M |
| American Wealth Advisors, LLC | 1.91% | — | 4,163 | $1.9M |
| Ascentis Independent Advisors | 0.33% | Add +2.2% | 4,177 | $1.9M |
| Sage Capital Management, LLC | 0.87% | Add +0.2% | 4,158 | $1.9M |
| Westbourne Investments, Inc. | 0.92% | Add +3.7% | 4,047 | $1.9M |
| Apriem Advisors | 0.18% | No change | 4,150 | $1.9M |
| Jackson Hole Capital Partners, LLC | 0.33% | Add +4.8% | 4,147 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Reduce -6.0% | 4,139 | $1.9M |
| Saxon Interests, Inc. | 0.75% | Add +49.9% | 4,202 | $1.9M |
| Caxton Associates LLP | 0.05% | Add +31.3% | 4,076 | $1.9M |
| Money Concepts Capital Corp. | 0.12% | Reduce -19.9% | 4,074 | $1.9M |
| Level Four Advisory Services, LLC | 0.06% | Add +6.0% | 4,062 | $1.9M |
| Larson Financial Group LLC | 0.07% | Reduce -1.2% | 4,047 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +15.4% | 4,013 | $1.9M |
| Ashford Advisors, LLC | 0.41% | Reduce -6.8% | 4,000 | $1.9M |
| Wealth Management Partners, LLC | 0.59% | Add +4.9% | 4,008 | $1.9M |
| Harvest Investment Services, LLC | 0.37% | Reduce -1.7% | 3,978 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.3% | 3,966 | $1.8M |
| Community Trust & Investment Co. | 0.10% | No change | 3,951 | $1.8M |
| Triumph Capital Management | 0.49% | Reduce -1.6% | 3,917 | $1.8M |
| Connecticut Wealth Management, LLC | 0.08% | No change | 3,878 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Add +3.0% | 3,865 | $1.8M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -66.4% | 3,836 | $1.8M |
| HUB Investment Partners, LLC | 0.07% | Add +2.8% | 3,821 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -58.5% | 3,806 | $1.8M |
| Cambridge Advisors Inc. | 0.34% | Reduce -0.4% | 3,803 | $1.8M |
| Sig Brokerage, LP | 0.44% | New | 3,800 | $1.8M |
| Roundview Capital LLC | 0.11% | No change | 3,795 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | Add +1.4% | 3,786 | $1.8M |
| Morton Capital Management LLC | 0.29% | Reduce -19.8% | 3,771 | $1.7M |
| Paulson Wealth Management Inc. | 0.41% | Reduce -2.8% | 3,766 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.31% | Add +3.6% | 3,747 | $1.7M |
| Evoke Wealth, LLC | 0.04% | Reduce -1.6% | 3,727 | $1.7M |
| W.H. Cornerstone Investments Inc. | 1.05% | Add +0.3% | 3,722 | $1.7M |
| Grandview Asset Management LLC | 0.49% | Add +13.9% | 3,722 | $1.7M |
| Certuity, LLC | 0.12% | Add +2.8% | 3,720 | $1.7M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,717 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +0.6% | 3,679 | $1.7M |
| CV Advisors LLC | 0.47% | New | 3,674 | $1.7M |
| Purus Wealth Management, LLC | 0.54% | Add +0.3% | 3,666 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.87% | No change | 3,665 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -4.7% | 3,660 | $1.7M |
| TD Asset Management Inc | 0.00% | Add +16.3% | 3,651 | $1.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.33% | No change | 3,645 | $1.7M |
| Sharper & Granite LLC | 0.60% | Reduce -25.6% | 3,630 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +55.5% | 3,629 | $1.7M |
| Stokes Family Office, LLC | 0.16% | Reduce -11.3% | 3,626 | $1.7M |
| Tobias Financial Advisors, Inc. | 0.25% | Add +1.7% | 3,570 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -0.7% | 3,549 | $1.6M |
| Gallacher Capital Management LLC | 0.65% | Add +8.3% | 3,534 | $1.6M |
| Rydar Equities, Inc. | 1.30% | Reduce -5.5% | 3,495 | $1.6M |
| Heritage Investment Group, Inc. | 0.26% | No change | 3,480 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,466 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Add +0.8% | 3,459 | $1.6M |
| Auxano Advisors, LLC | 0.34% | No change | 3,414 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,374 | $1.6M |
| FWG Holdings, LLC | 0.67% | Reduce -1.0% | 3,281 | $1.6M |
| Alta Wealth Advisors LLC | 0.56% | Reduce -7.8% | 3,368 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.54% | Add +1.0% | 3,368 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.35% | Reduce -0.9% | 3,356 | $1.6M |
| NBT Bank, N.A. | 0.10% | Add +10.3% | 3,699 | $1.5M |
| Cerro Pacific Wealth Advisors LLC | 0.42% | Reduce -11.9% | 3,332 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.2% | 3,317 | $1.5M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 3,300 | $1.5M |
| Tompkins Financial Corp. | 0.13% | No change | 3,305 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +74.6% | 3,291 | $1.5M |
| Optivise Advisory Services LLC | 0.90% | Add +3.7% | 3,277 | $1.5M |
| XML Financial, LLC | 0.12% | Add +22.6% | 3,268 | $1.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -11.7% | 3,255 | $1.5M |
| Round Rock Advisors LLC | 0.24% | No change | 3,249 | $1.5M |
| Eaton Financial Holdings Company, LLC | 0.42% | Reduce -8.8% | 3,232 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,200 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -4.1% | 3,193 | $1.5M |
| CRA Financial Services, LLC | 0.20% | Reduce -10.5% | 3,183 | $1.5M |
| Godsey & Gibb, Inc. | 0.13% | Add +8.4% | 3,171 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +4.1% | 3,152 | $1.5M |
| Uptick Partners, LLC | 0.38% | Add +0.4% | 3,128 | $1.5M |
| Arete Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 3,120 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Add +3.3% | 3,113 | $1.4M |
| DGS Capital Management, LLC | 0.26% | Reduce -2.1% | 3,078 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Add +0.2% | 3,064 | $1.4M |
| Signaturefd, LLC | 0.02% | Reduce -2.9% | 3,034 | $1.4M |
| Hapanowicz & Associates Financial Services, Inc | 0.65% | No change | 3,029 | $1.4M |
| Northern Capital Management, Inc. | 0.76% | No change | 3,023 | $1.4M |
| Fiduciary Wealth Partners, LLC | 0.59% | Add +0.0% | 3,015 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -0.0% | 3,014 | $1.4M |
| Two Sigma Securities, LLC | 0.20% | Add +369.2% | 2,984 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 2,984 | $1.4M |
| High Net Worth Advisory Group LLC | 0.33% | Add +62.6% | 2,941 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | No change | 2,926 | $1.4M |
| Spring Capital Management, LLC | 0.66% | No change | 2,920 | $1.4M |
| Eagle Capital Management, LLC | 0.51% | No change | 2,915 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -6.0% | 2,888 | $1.3M |
| Chokshi & Queen Wealth Advisors, Inc | 0.71% | Add +15.0% | 2,888 | $1.3M |
| Financial Life Planners | 0.89% | Reduce -6.1% | 2,872 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -41.5% | 2,864 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +6.0% | 2,858 | $1.3M |
| Aspen Capital Management, LLC | 0.34% | No change | 2,850 | $1.3M |
| Stonebrook Private Inc. | 0.28% | Reduce -5.5% | 2,839 | $1.3M |
| First City Capital Management, Inc. | 0.71% | No change | 2,835 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.57% | Reduce -4.2% | 2,830 | $1.3M |
| Fiscal Wisdom Wealth Management, LLC | 1.24% | — | 2,816 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +9.4% | 2,827 | $1.3M |
| Valley National Advisers Inc. | 0.20% | Reduce -1.2% | 2,816 | $1.3M |
| First PREMIER Bank | 0.29% | No change | 2,800 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.2% | 2,797 | $1.3M |
| Apella Capital, LLC | 0.03% | Add +0.6% | 2,821 | $1.3M |
| NFSG Corp | 0.19% | Reduce -1.5% | 2,776 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.41% | Reduce -1.9% | 2,771 | $1.3M |
| Kelman-Lazarov, Inc. | 0.19% | Add +13.3% | 2,766 | $1.3M |
| Fortune Financial Advisors, LLC | 0.96% | Add +0.1% | 2,756 | $1.3M |
| Mgo One Seven LLC | 0.03% | Reduce -1.4% | 2,743 | $1.3M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -73.6% | 2,731 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 2,720 | $1.3M |
| Sovereign Financial Group, Inc. | 0.23% | Add +4.5% | 2,673 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 2,659 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -0.8% | 2,653 | $1.2M |
| True Freedom Investing, LLC | 0.44% | Reduce -54.1% | 2,639 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | No change | 2,638 | $1.2M |
| Foronjy Financial LLC | 0.53% | Add +7.0% | 2,631 | $1.2M |
| WESPAC Advisors, LLC | 0.71% | Reduce -1.7% | 2,617 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.15% | Reduce -3.9% | 2,616 | $1.2M |
| NWF Advisory Services Inc. | 0.13% | Reduce -41.6% | 2,613 | $1.2M |
| CENTRAL TRUST Co | 0.03% | No change | 2,605 | $1.2M |
| ZWJ Investment Counsel Inc. | 0.04% | Reduce -0.9% | 2,594 | $1.2M |
| Hancock Whitney Corp. | 0.02% | No change | 2,589 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Add +8.6% | 2,525 | $1.2M |
| Well Done, LLC | 0.20% | Reduce -12.6% | 2,575 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -41.8% | 2,569 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +42.0% | 2,522 | $1.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | No change | 2,558 | $1.2M |
| Citizens & Northern Corp. | 0.29% | No change | 2,543 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -2.9% | 2,542 | $1.2M |
| Caprock Group, LLC | 0.03% | — | 2,558 | $1.2M |
| Glenmede Investment Management, LP | 0.01% | No change | 2,513 | $1.2M |
| Asset Allocation Strategies LLC | 0.23% | Reduce -10.7% | 2,511 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -0.6% | 2,504 | $1.2M |
| Gotham Asset Management | 0.01% | No change | 2,500 | $1.2M |
| First National Trust Co | 0.04% | Reduce -1.6% | 2,497 | $1.2M |
| Activest Wealth Management | 0.23% | Add +62.1% | 2,482 | $1.2M |
| Concord Wealth Partners | 0.16% | Add +4.4% | 2,481 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | Add +11.5% | 2,459 | $1.1M |
| American Alpha Advisors, LLC | 0.82% | Add +51.1% | 2,444 | $1.1M |
| SOL Capital Management CO | 0.10% | Add +25.6% | 2,425 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +17.9% | 2,419 | $1.1M |
| Boston Research & Management Inc. | 0.25% | No change | 2,412 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 2,411 | $1.1M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -2.7% | 2,410 | $1.1M |
| Financial Alternatives, Inc | 0.68% | Add +0.5% | 2,407 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -0.2% | 2,401 | $1.1M |
| Samalin Investment Counsel, LLC | 0.38% | Add +91.0% | 2,386 | $1.1M |
| Rothschild Investment LLC | 0.06% | Add +0.4% | 2,385 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.31% | Add +0.1% | 2,377 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.24% | Reduce -1.5% | 2,375 | $1.1M |
| Latitude Advisors, LLC | 0.50% | Reduce -0.7% | 2,376 | $1.1M |
| WBH Advisory Inc. | 0.08% | Add +0.1% | 2,361 | $1.1M |
| Widmann Financial Services, Inc. | 0.69% | No change | 2,356 | $1.1M |
| KG Capital Management | 0.30% | Add +2.4% | 2,353 | $1.1M |
| Clear Point Advisors Inc. | 0.83% | Add +0.2% | 2,301 | $1.1M |
| One Wealth Management Investment & Advisory Services, LLC | 1.21% | Reduce -0.2% | 2,253 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Reduce -2.4% | 2,247 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +2.6% | 2,241 | $1.0M |
| Beacon Bank & Trust | 0.22% | No change | 2,236 | $1.0M |
| Zhang Financial LLC | 0.04% | Reduce -3.0% | 2,233 | $1.0M |
| Imprint Wealth LLC | 3.30% | — | 2,225 | $1.0M |
| Maxele Advisors, LLC | 0.89% | Reduce -3.3% | 2,224 | $1.0M |
| Midwest Trust Co | 0.01% | Add +3.3% | 2,223 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | No change | 2,218 | $1.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | Reduce -2.2% | 2,210 | $1.0M |
| Selective Wealth Management, Inc. | 0.33% | No change | 2,188 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Reduce -2.4% | 2,192 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -0.3% | 2,181 | $1.0M |
| Bailard, Inc. | 0.02% | Reduce -34.0% | 2,181 | $1.0M |
| NCP Inc. | 0.75% | Add +8.1% | 2,177 | $1.0M |
| Romano Brothers and Company | 0.11% | Add +0.9% | 2,163 | $1.0M |
| QTR Family Wealth, LLC | 0.48% | Add +0.1% | 2,160 | $1.0M |
| Toronto Dominion Bank | 0.00% | New | 2,151 | $998K |
| Bank of Hawaii | 0.05% | No change | 2,149 | $997K |
| Quartz Partners, LLC | 0.36% | Add +10.9% | 2,122 | $984K |
| True North Advisors, LLC | 0.16% | Add +0.3% | 2,109 | $978K |
| Pacific Financial Group Inc. | 0.72% | Reduce -1.3% | 2,104 | $976K |
| Strait & Sound Wealth Management LLC | 0.37% | Add +0.1% | 2,096 | $972K |
| Private Trust Co. NA | 0.09% | Reduce -14.0% | 2,086 | $967K |
| Allie Family Office LLC | 0.46% | No change | 2,078 | $965K |
| Gables Capital Management Inc. | 0.41% | No change | 2,079 | $964K |
| Koss-Olinger Consulting, LLC | 0.08% | No change | 2,171 | $957K |
| Oxinas Partners, LLC | 0.51% | Reduce -1.4% | 2,054 | $953K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -1.4% | 2,048 | $950K |
| Bawa N Mallick Trust | 0.36% | No change | 2,025 | $939K |
| Pegasus Asset Management, Inc. | 0.30% | Reduce -3.1% | 2,021 | $937K |
| Drexel Morgan & Co. | 0.15% | No change | 2,000 | $927K |
| SIH Partners, LLLP | 0.08% | New | 2,000 | $927K |
| Acropolis Investment Management, LLC | 0.05% | New | 2,100 | $925K |
| MinichMacGregor Wealth Management, LLC | 0.18% | No change | 1,992 | $924K |
| Holderness Investments Co. | 0.19% | Reduce -1.5% | 1,969 | $913K |
| United Bank | 0.11% | No change | 1,944 | $902K |
| Guardian Asset Advisors, LLC | 0.48% | Reduce -86.3% | 1,931 | $896K |
| VestGen Advisors, LLC | 0.03% | Reduce -10.6% | 1,914 | $888K |
| Betterment LLC | 0.00% | New | 1,911 | $886K |
| Motco | 0.08% | Reduce -19.7% | 1,893 | $878K |
| Am Investment Strategies LLC | 0.19% | No change | 1,888 | $876K |
| Earned Wealth Advisors, LLC | 0.14% | Add +3.3% | 1,888 | $875K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -33.4% | 1,872 | $872K |
| Cypress Wealth Services, LLC | 0.14% | Add +1.8% | 1,881 | $872K |
| 180 Wealth Advisors, LLC | 0.11% | Reduce -0.3% | 1,871 | $868K |
| Duncker Streett & Co. Inc. | 0.15% | Add +0.1% | 1,871 | $868K |
| Soundwatch Capital LLC | 0.14% | Reduce -0.2% | 1,850 | $858K |
| Krilogy Financial LLC | 0.03% | New | 1,806 | $854K |
| Advanced Asset Management Advisors Inc | 0.23% | No change | 1,837 | $852K |
| Regal Investment Advisors LLC | 0.06% | Reduce -0.1% | 1,837 | $852K |
| Advisors Management Group Inc. | 0.15% | Reduce -3.9% | 1,830 | $849K |
| Key Client Fiduciary Advisors, LLC | 0.29% | No change | 1,826 | $847K |
| Global Financial Private Client, LLC | 0.30% | Add +16.3% | 1,821 | $844K |
| Peoples Bank | 0.82% | Reduce -29.7% | 1,789 | $830K |
| Orrstown Financial Services Inc. | 0.14% | Reduce -27.6% | 1,773 | $822K |
| Farmers National Bank | 0.19% | Add +1.1% | 1,769 | $820K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -33.8% | 1,763 | $818K |
| First Hawaiian Bank | 0.10% | No change | 1,762 | $817K |
| Franklin Resources Inc. | 0.00% | Reduce -19.0% | 1,749 | $811K |
| Fortitude Family Office, LLC | 0.22% | Reduce -40.1% | 1,747 | $810K |
| Optima Capital LLC | 0.39% | No change | 1,728 | $804K |
| Vontobel Holding Ltd. | 0.00% | Reduce -19.8% | 1,728 | $801K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +40.9% | 1,718 | $797K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $794K |
| Fagan Associates, Inc. | 0.11% | Reduce -0.7% | 1,708 | $792K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.39% | Add +18.1% | 1,706 | $791K |
| Rathbones Group PLC | 0.00% | Add +255.8% | 1,683 | $780K |
| Centurion Wealth Management LLC | 0.18% | Add +5.1% | 1,678 | $778K |
| Argentarii, LLC | 0.31% | Reduce -1.5% | 1,671 | $775K |
| Capital Advisors Inc. | 0.01% | No change | 1,668 | $773K |
| OMNI 360 Wealth, Inc. | 0.43% | Reduce -0.4% | 1,667 | $773K |
| Tidal Investments LLC | 0.00% | Reduce -3.2% | 1,666 | $773K |
| Horizon Wealth Management, LLC | 0.11% | No change | 1,662 | $771K |
| WealthPlan Investment Management, LLC | 0.05% | Add +3.8% | 1,660 | $770K |
| First Trust Advisors LP | 0.00% | Add +0.2% | 1,654 | $767K |
| Consolidated Capital Management, LLC | 0.27% | Reduce -3.9% | 1,652 | $766K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -0.4% | 1,642 | $761K |
| Founders Capital Management | 0.40% | Add +3.2% | 1,637 | $759K |
| Marks Group Wealth Management, Inc | 0.07% | No change | 1,623 | $753K |
| Bensler, LLC | 0.08% | Add +0.1% | 1,614 | $749K |
| Sound Income Strategies, LLC | 0.04% | Reduce -0.1% | 1,613 | $748K |
| Fogel Capital Management, Inc. | 0.35% | Reduce -1.6% | 1,611 | $747K |
| Financial Futures Ltd Liability Co. | 0.36% | Reduce -0.3% | 1,608 | $746K |
| Sterling Investment Counsel, LLC | 0.24% | New | 1,604 | $744K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +22.4% | 1,598 | $741K |
| Milestones Private Investment Advisors LLC | 0.50% | No change | 1,592 | $738K |
| Sheets Smith Wealth Management | 0.08% | Add +0.2% | 1,591 | $738K |
| HCR Wealth Advisors | 0.08% | Reduce -1.4% | 1,578 | $734K |
| Howard Wealth Management, LLC | 0.34% | Reduce -0.4% | 1,581 | $733K |
| Lanark Financial, Inc. | 0.06% | Reduce -3.3% | 1,571 | $729K |
| Arkos Global Advisors | 0.09% | Reduce -17.3% | 1,564 | $725K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -0.3% | 1,551 | $719K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.7% | 1,548 | $718K |
| Roehl & Yi Investment Advisors, LLC | 0.31% | No change | 1,545 | $716K |
| Dumont & Blake Investment Advisors LLC | 0.17% | Reduce -0.8% | 1,526 | $707K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 1,525 | $707K |
| Huntleigh Advisors, Inc. | 0.12% | Reduce -23.6% | 1,515 | $703K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,510 | $702K |
| First Financial Corp. | 0.27% | Reduce -0.1% | 1,510 | $700K |
| Aventura Private Wealth, LLC | 0.26% | No change | 1,508 | $699K |
| Denver Wealth Management, Inc. | 0.26% | Reduce -0.6% | 1,507 | $699K |
| HBW Advisory Services LLC | 0.08% | Reduce -4.7% | 1,506 | $698K |
| JDM Financial Group LLC | 0.29% | Add +5.4% | 1,505 | $698K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $697K |
| USA Financial Formulas | 0.12% | Reduce -86.8% | 1,501 | $696K |
| Destination Wealth Management | 0.02% | Add +0.1% | 1,498 | $695K |
| D.B. Root & Company, LLC | 0.18% | No change | 1,493 | $692K |
| Burns J W & Co. Inc. | 0.08% | Reduce -0.5% | 1,493 | $692K |
| Sage Capital Advisors,llc | 0.16% | Reduce -0.9% | 1,489 | $691K |
| Claro Advisors Inc. | 0.10% | No change | 1,482 | $687K |
| Clark Asset Management, LLC | 0.08% | Add +9.6% | 1,475 | $684K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.1% | 1,473 | $683K |
| GPS Wealth Strategies Group, LLC | 0.07% | Reduce -1.6% | 1,470 | $682K |
| Cim, LLC | 0.09% | No change | 1,468 | $681K |
| Sovran Advisors, LLC | 0.06% | Add +2.2% | 1,428 | $678K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | No change | 1,462 | $678K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 1,419 | $677K |
| Meritage Portfolio Management | 0.05% | No change | 1,460 | $677K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -3.4% | 1,443 | $669K |
| Peak Planning Group, LLC | 0.35% | Reduce -1.0% | 1,435 | $665K |
| Fidelity D & D Bancorp Inc. | 0.37% | No change | 1,431 | $664K |
| Eldridge Investment Advisors, Inc. | 0.15% | No change | 1,430 | $663K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,409 | $653K |
| Donald L. Hagan, LLC | 0.32% | No change | 1,407 | $652K |
| Financial Guidance Group, Inc. | 0.29% | No change | 1,406 | $652K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -18.8% | 1,406 | $652K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +4.1% | 1,396 | $647K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -3.8% | 1,390 | $645K |
| ING Groep NV | 0.00% | Add +25.2% | 1,387 | $643K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 1,377 | $638K |
| Compass Wealth Management LLC | 0.14% | Reduce -3.5% | 1,376 | $638K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.2% | 1,365 | $638K |
| Powers Advisory Group, LLC | 0.25% | No change | 1,371 | $636K |
| LexAurum Advisors, LLC | 0.09% | Reduce -9.1% | 1,370 | $635K |
| Thoma Capital Management LLC | 0.36% | No change | 1,370 | $635K |
| Weaver Consulting Group | 0.16% | Reduce -0.4% | 1,366 | $633K |
| Hobbs Group Advisors, LLC | 0.20% | Reduce -17.0% | 1,360 | $631K |
| Trust Co. of Vermont | 0.03% | No change | 1,358 | $630K |
| Innovative Wealth Building LLC | 0.49% | Add +7.7% | 1,358 | $630K |
| Natixis | 0.00% | Add +73.7% | 1,355 | $628K |
| Vaughan David Investments LLC | 0.01% | Add +64.2% | 1,355 | $628K |
| Quantum Private Wealth, LLC | 0.18% | No change | 1,352 | $627K |
| American Trust | 0.05% | Add +1.1% | 1,346 | $624K |
| Carnegie Investment Counsel | 0.01% | Reduce -12.7% | 1,337 | $620K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $620K |
| Sonora Investment Management Group, LLC | 0.04% | No change | 1,335 | $619K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $619K |
| Continuum Advisory, LLC | 0.07% | Add +7.6% | 1,331 | $617K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +24.8% | 1,325 | $614K |
| SkyOak Wealth, LLC | 0.12% | Reduce -7.0% | 1,316 | $610K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -6.7% | 1,304 | $605K |
| Hoxton Planning & Management, LLC | 0.19% | No change | 1,300 | $603K |
| LBMC Investment Advisors, LLC | 0.04% | No change | 1,295 | $601K |
| Eastern Bank | 0.01% | Add +4.9% | 1,291 | $599K |
| Appleton Partners Inc. | 0.04% | No change | 1,289 | $598K |
| Olistico Wealth, LLC | 0.31% | Reduce -4.1% | 1,284 | $595K |
| Argent Trust Co | 0.02% | Add +107.6% | 1,281 | $594K |
| Institute for Wealth Management, LLC. | 0.06% | Add +8.7% | 1,280 | $593K |
| Stonebridge Financial Group, LLC | 0.05% | Add +1.8% | 1,275 | $591K |
| XTX Topco Ltd | 0.03% | Reduce -28.7% | 1,271 | $589K |
| Eisler Capital Management Ltd. | 0.01% | New | 1,270 | $588K |
| Guidance Point Advisors, LLC | 0.15% | No change | 1,257 | $584K |
| Walkner Condon Financial Advisors LLC | 0.09% | Add +0.3% | 1,257 | $583K |
| Enzi Wealth | 0.20% | Reduce -0.7% | 1,265 | $581K |
| LWM Advisory Services, LLC | 0.34% | No change | 1,253 | $581K |
| Watchman Group, Inc. | 0.14% | No change | 1,250 | $580K |
| LJI Wealth Management, LLC | 0.10% | No change | 1,250 | $580K |
| Diversified Enterprises, LLC | 0.04% | Add +0.7% | 1,243 | $577K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 1,242 | $576K |
| Opinicus Capital, Inc. | 0.40% | Add +9.7% | 1,237 | $574K |
| DSG Capital Advisors, LLC | 0.09% | Reduce -25.2% | 1,235 | $573K |
| Nottingham Advisors, Inc. | 0.08% | No change | 1,220 | $566K |
| JT Stratford LLC | 0.08% | Reduce -9.5% | 1,220 | $566K |
| BIP Wealth, LLC | 0.03% | No change | 1,220 | $566K |
| Seven Mile Advisory | 0.09% | No change | 1,213 | $563K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,209 | $561K |
| Ipswich Investment Management Co., Inc. | 0.13% | No change | 1,201 | $557K |
| Private Capital Management, LLC | 0.05% | No change | 1,200 | $556K |
| Riverbend Wealth Management, LLC | 0.38% | Reduce -7.5% | 1,186 | $550K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 1,184 | $549K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $547K |
| Howe & Rusling Inc. | 0.04% | No change | 1,178 | $546K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 1,175 | $545K |
| Sentinel Wealth Management, Inc. | 0.47% | No change | 1,170 | $544K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,168 | $542K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,155 | $540K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $535K |
| Grantvest Financial Group LLC | 0.37% | Reduce -6.6% | 1,153 | $535K |
| Okabena Investment Services Inc. | 0.10% | No change | 1,150 | $533K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.8% | 1,150 | $533K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.11% | No change | 1,147 | $532K |
| Court Place Advisors, LLC | 0.16% | Reduce -8.0% | 1,144 | $531K |
| Tactive Advisors, LLC | 0.15% | Add +3.5% | 1,144 | $530K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -1.6% | 1,142 | $529K |
| AlTi Global, Inc. | 0.01% | Add +41.5% | 1,138 | $529K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.8% | 1,141 | $529K |
| L.M. Kohn & Company | 0.64% | Reduce -37.6% | 1,141 | $529K |
| Crewe Advisors LLC | 0.05% | Add +15.6% | 1,140 | $529K |
| Ring Mountain Capital, LLC | 0.29% | No change | 1,136 | $527K |
| Silver Grove Financial Group, Inc. | 0.50% | — | 1,136 | $527K |
| Banco BTG Pactual S.A. | 0.08% | Add +15.4% | 1,123 | $521K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -10.0% | 1,122 | $520K |
| Global Assets Advisory, LLC | 0.15% | Add +96.3% | 1,121 | $520K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 1,120 | $519K |
| Delta Capital Management LLC | 0.27% | No change | 1,120 | $519K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $518K |
| Sandy Cove Advisors, LLC | 0.17% | Add +0.4% | 1,116 | $518K |
| Compass Planning Associates Inc | 0.47% | Reduce -19.7% | 1,116 | $518K |
| Redwood Financial Network Corp | 0.33% | Reduce -7.5% | 1,114 | $517K |
| Penobscot Investment Management Company, Inc. | 0.04% | Add +37.0% | 1,110 | $515K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $511K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 1,101 | $511K |
| Root Financial Partners, LLC | 0.03% | Add +5.4% | 1,100 | $510K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,099 | $510K |
| Greenleaf Trust | 0.00% | Reduce -3.9% | 1,096 | $508K |
| Scharf Investments, LLC | 0.01% | No change | 1,095 | $508K |
| Bessemer Group Inc. | 0.00% | Add +26.4% | 1,092 | $507K |
| Principal Securities, Inc. | 0.01% | Reduce -3.8% | 1,093 | $507K |
| Mattern Wealth Management LLC | 0.10% | No change | 1,084 | $503K |
| McGuire Investment Group, LLC | 0.06% | Add +0.3% | 1,083 | $502K |
| Warner Financial, Inc. | 0.19% | Add +0.1% | 1,079 | $500K |
| Athena Investment Management | 0.26% | Reduce -4.8% | 1,078 | $500K |
| NorthRock Partners, LLC | 0.01% | New | 1,077 | $500K |
| Boyd Watterson Asset Management LLC | 0.15% | Add +101.3% | 1,073 | $498K |
| PCG Wealth Advisors, LLC | 0.14% | Add +63.0% | 1,068 | $495K |
| Momentum Wealth Planning, LLC | 0.39% | Reduce -8.6% | 1,064 | $495K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $494K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Reduce -0.4% | 1,062 | $492K |
| Haven Private, LLC | 0.22% | Reduce -18.4% | 1,061 | $492K |
| AlphaCore Capital LLC | 0.02% | Reduce -0.7% | 1,052 | $489K |
| Diversified Trust Co. | 0.01% | Reduce -2.8% | 1,053 | $489K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,052 | $488K |
| Traction Financial Partners, LLC | 0.30% | Add +1.0% | 1,052 | $488K |
| Mach-1 Financial Group, LLC | 0.08% | New | 1,043 | $484K |
| Integrity Advisory Solutions, LLC | 0.08% | — | 1,043 | $484K |
| Bluesphere Advisors LLC | 0.22% | No change | 1,040 | $482K |
| Murphy & Mullick Capital Management Corp | 0.36% | Add +10.2% | 1,034 | $481K |
| Dale Q Rice Investment Management Ltd | 0.34% | Reduce -1.3% | 1,036 | $480K |
| Investment Partners Asset Management, Inc. | 0.32% | Reduce -0.6% | 1,034 | $480K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -1.8% | 1,030 | $478K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | No change | 1,029 | $477K |
| Keystone Wealth Services, LLC | 0.10% | No change | 1,025 | $475K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $474K |
| Kanawha Capital Management LLC | 0.03% | No change | 1,020 | $473K |
| Campbell Deegan Wealth Management, LLC | 0.42% | Add +0.2% | 1,019 | $472K |
| Palisade Asset Management, LLC | 0.04% | No change | 1,011 | $469K |
| Freestate Advisors LLC | 0.39% | Add +0.4% | 1,011 | $469K |
| Russell Investments Group, Ltd. | 0.00% | Add +26.9% | 1,010 | $469K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,007 | $468K |
| Agf Management Ltd. | 0.00% | No change | 1,005 | $466K |
| GenTrust, LLC | 0.02% | No change | 1,001 | $466K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,002 | $465K |
| Calamos Wealth Management LLC | 0.02% | No change | 1,001 | $464K |
| Successful Portfolios LLC | 0.27% | No change | 1,000 | $464K |
| Bradley & Co. Private Wealth Management, LLC | 0.26% | No change | 1,000 | $464K |
| Chesley Taft & Associates LLC | 0.02% | No change | 1,000 | $464K |
| Paradigm, Strategies in Wealth Management, LLC | 0.30% | No change | 996 | $462K |
| Spinnaker Trust | 0.03% | No change | 992 | $460K |
| Fortis Capital Advisors, LLC | 0.07% | No change | 989 | $459K |
| Belpointe Asset Management LLC | 0.02% | No change | 989 | $459K |
| IPG Investment Advisors LLC | 0.08% | Reduce -4.8% | 986 | $459K |
| Revisor Wealth Management LLC | 0.16% | Reduce -34.0% | 986 | $458K |
| Plancorp, LLC | 0.01% | Add +0.3% | 988 | $458K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -6.8% | 986 | $457K |
| Vista Investment Partners LLC | 0.13% | No change | 983 | $456K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.3% | 982 | $456K |
| Freestone Capital Holdings, LLC | 0.01% | Add +69.6% | 972 | $451K |
| Element Wealth, LLC | 0.20% | Reduce -1.3% | 965 | $448K |
| Alteri Wealth LLC | 0.15% | Reduce -7.3% | 960 | $445K |
| Kellett Wealth Advisors, LLC | 0.27% | Add +0.3% | 957 | $444K |
| Sierra Capital LLC | 0.05% | No change | 955 | $443K |
| Narus Financial Partners, LLC | 0.12% | No change | 950 | $441K |
| Eagle Strategies LLC | 0.06% | Reduce -11.8% | 946 | $439K |
| GatePass Capital, LLC | 0.26% | Reduce -3.2% | 942 | $437K |
| Man Group plc | 0.00% | Reduce -87.9% | 937 | $435K |
| Mather Group, Llc. | 0.00% | No change | 929 | $431K |
| W Advisors, LLC | 0.23% | No change | 925 | $429K |
| Wiser Advisor Group LLC | 0.53% | Reduce -3.9% | 923 | $428K |
| CGN Advisors LLC | 0.04% | No change | 920 | $427K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $422K |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 906 | $420K |
| Park Avenue Securities LLC | 0.00% | Reduce -22.2% | 906 | $420K |
| Leeward Financial Partners, LLC | 0.12% | No change | 905 | $420K |
| Empirical Asset Management, LLC | 0.12% | No change | 900 | $417K |
| Full Sail Capital, LLC | 0.02% | No change | 900 | $417K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -2.2% | 898 | $416K |
| Hayek Kallen Investment Management | 0.13% | Reduce -5.3% | 896 | $416K |
| Prostatis Group LLC | 0.10% | Reduce -97.7% | 893 | $414K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -1.3% | 893 | $414K |
| BlackDiamond Wealth Management, LLC | 0.23% | Add +8.4% | 892 | $413K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -2.5% | 890 | $413K |
| One Capital Management, LLC | 0.01% | No change | 890 | $413K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 886 | $411K |
| Winthrop Advisory Group LLC | 0.04% | No change | 882 | $410K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.2% | 864 | $409K |
| Waldron Private Wealth LLC | 0.02% | No change | 877 | $408K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Add +2.3% | 878 | $407K |
| Meridian Management Co. | 0.11% | No change | 877 | $407K |
| Innova Wealth Partners | 0.22% | No change | 876 | $406K |
| Granite Bay Wealth Management, LLC | 0.11% | New | 876 | $406K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -4.9% | 870 | $403K |
| Kapstone Financial Advisors LLC | 0.19% | Add +33.1% | 869 | $403K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Add +0.1% | 869 | $403K |
| M3 Advisory Group, LLC | 0.25% | Reduce -5.5% | 867 | $402K |
| Patten & Patten Inc. | 0.02% | No change | 866 | $402K |
| Davidson Capital Management Inc. | 0.09% | No change | 862 | $400K |
| AllSquare Wealth Management LLC | 0.21% | Reduce -3.4% | 856 | $397K |
| Granite FO LLC | 0.22% | No change | 855 | $396K |
| Empower Advisory Group, LLC | 0.00% | Add +11.5% | 854 | $396K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Reduce -4.3% | 847 | $393K |
| Freedom Financial Partners LLC | 0.15% | Reduce -0.1% | 845 | $392K |
| Pacific Sun Financial Corp | 0.19% | No change | 845 | $392K |
| Clare Market Investments LLC | 0.08% | Add +0.4% | 843 | $391K |
| SVB Wealth LLC | 0.02% | No change | 840 | $390K |
| Highline Wealth Partners LLC | 0.10% | No change | 840 | $389K |
| Unique Wealth Strategies, LLC | 0.15% | New | 835 | $387K |
| KFG Wealth Management, LLC | 0.06% | No change | 834 | $387K |
| WNY Asset Management, LLC | 0.04% | No change | 833 | $386K |
| Prosperity Consulting Group, LLC | 0.02% | New | 830 | $385K |
| RIA Advisory Group LLC | 0.10% | Add +1.0% | 826 | $383K |
| CPC Advisors, LLC | 0.04% | Add +10.5% | 819 | $380K |
| Bokf, NA | 0.01% | Add +6.5% | 815 | $378K |
| Assetmark, Inc. | 0.00% | Reduce -39.2% | 815 | $378K |
| Pacific Center for Financial Services | 0.10% | Add +0.1% | 813 | $377K |
| Alpha Advisors, LLC | 0.28% | No change | 808 | $375K |
| Peak Asset Management, LLC | 0.07% | No change | 808 | $375K |
| Smithfield Trust Co | 0.02% | No change | 805 | $373K |
| Prosperity Planning, Inc. | 0.14% | No change | 804 | $373K |
| First Manhattan Co. Llc. | 0.00% | No change | 800 | $372K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Add +7.1% | 802 | $372K |
| Floyd Financial Group LLC | 0.28% | No change | 807 | $372K |
| WealthShield Partners, LLC | 0.04% | No change | 801 | $371K |
| Marshall Financial Group, LLC | 0.07% | Reduce -0.3% | 795 | $369K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 791 | $367K |
| Blue Trust, Inc. | 0.00% | Add +9.3% | 788 | $365K |
| Wealthspan Partners, LLC | 0.14% | Reduce -5.4% | 784 | $364K |
| Parisi Gray Wealth Management | 0.09% | Add +0.3% | 781 | $362K |
| Smith Thornton Advisors LLC | 0.19% | No change | 779 | $361K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $359K |
| Matauro, LLC | 0.06% | Reduce -0.9% | 769 | $357K |
| Checchi Capital Advisers, LLC | 0.02% | Add +5.5% | 769 | $357K |
| Evermay Wealth Management LLC | 0.04% | No change | 761 | $354K |
| Ranch Capital Advisors Inc. | 0.14% | No change | 760 | $352K |
| Lakeshore Capital Group, Inc. | 0.28% | Reduce -92.5% | 759 | $352K |
| Wealthcare Capital Management LLC | 0.04% | No change | 759 | $352K |
| Aspiriant, LLC | 0.01% | No change | 758 | $352K |
| North Star Investment Management Corp. | 0.02% | No change | 755 | $350K |
| Sage Financial Group Inc. | 0.02% | No change | 750 | $348K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $347K |
| Schrum Private Wealth Management LLC | 0.25% | Reduce -1.8% | 745 | $345K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 744 | $345K |
| Atlas Legacy Advisors, LLC | 0.07% | No change | 743 | $345K |
| Monument Capital Management | 0.09% | No change | 742 | $344K |
| Vanguard Group Inc. | 0.00% | Reduce -4.3% | 740 | $343K |
| Ellerson Group Inc. | 0.21% | No change | 740 | $343K |
| HM Payson & Co. | 0.00% | Add +37.0% | 740 | $343K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +7.3% | 738 | $342K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -31.4% | 735 | $341K |
| Fiduciary Financial Group, LLC | 0.05% | Reduce -8.1% | 735 | $341K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 735 | $341K |
| Keebeck Wealth Management | 0.04% | No change | 730 | $339K |
| AdvisorNet Financial, Inc | 0.02% | No change | 732 | $339K |
| Chemistry Wealth Management LLC | 0.07% | Reduce -2.0% | 730 | $339K |
| Warwick Investment Management, Inc. | 0.06% | Add +0.3% | 728 | $337K |
| Accelerate Investment Advisors LLC | 0.23% | No change | 726 | $337K |
| Wedmont Private Capital | 0.01% | Reduce -5.3% | 722 | $336K |
| World Equity Group, Inc. | 0.08% | Reduce -60.9% | 725 | $336K |
| Soltis Investment Advisors LLC | 0.02% | New | 721 | $334K |
| Kavar Capital Partners Group, LLC | 0.04% | Add +25.4% | 721 | $334K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 719 | $333K |
| High Note Wealth, LLC | 0.07% | No change | 715 | $332K |
| QRG Capital Management, Inc. | 0.00% | Reduce -81.6% | 714 | $331K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -7.4% | 711 | $331K |
| Boreal Capital Management LLC | 0.32% | No change | 710 | $330K |
| Bedell Frazier Investment Counselling, LLC | 0.07% | Reduce -1.4% | 709 | $329K |
| First National Bank Sioux Falls | 0.10% | No change | 705 | $327K |
| Gryphon Financial Partners LLC | 0.04% | No change | 704 | $326K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 701 | $325K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $325K |
| Annandale Capital, LLC | 0.06% | No change | 698 | $324K |
| Advisors Capital Management, LLC | 0.00% | New | 694 | $322K |
| Aldebaran Financial Inc. | 0.32% | Reduce -1.4% | 693 | $321K |
| Francis Financial, Inc. | 0.06% | No change | 691 | $320K |
| ShankerValleau Wealth Advisors, Inc. | 0.08% | No change | 690 | $320K |
| SoundView Advisors Inc. | 0.11% | No change | 689 | $319K |
| O'ROURKE & COMPANY, Inc | 0.13% | Add +0.1% | 685 | $317K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -0.1% | 683 | $317K |
| Vista Capital Partners, Inc. | 0.03% | Add +0.1% | 684 | $317K |
| Atlantic Union Bankshares Corp | 0.01% | No change | 682 | $316K |
| Front Row Advisors LLC | 0.11% | No change | 680 | $316K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.1% | 672 | $312K |
| JB Capital LLC | 0.01% | Reduce -17.1% | 672 | $312K |
| Moneco Advisors, LLC | 0.03% | Add +8.8% | 670 | $311K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 653 | $310K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -3.3% | 667 | $309K |
| Weil Company, Inc. | 0.07% | No change | 666 | $309K |
| Atlantic Private Wealth, LLC | 0.20% | Add +13.3% | 665 | $309K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 663 | $307K |
| Key Financial Inc | 0.06% | Add +24.2% | 662 | $307K |
| Aspire Capital Advisors LLC | 0.08% | Reduce -15.3% | 660 | $306K |
| Moseley Investment Management Inc. | 0.09% | No change | 660 | $306K |
| Dunhill Financial, LLC | 0.10% | Reduce -0.3% | 658 | $305K |
| Smith Salley Wealth Management | 0.02% | No change | 655 | $304K |
| Curat Global, LLC | 0.28% | No change | 654 | $303K |
| Total Clarity Wealth Management, Inc. | 0.08% | Reduce -13.6% | 653 | $303K |
| Vigilare Wealth Management | 0.10% | Add +0.1% | 652 | $302K |
| Councilmark Asset Management, LLC | 0.17% | No change | 650 | $301K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $301K |
| Rehmann Capital Advisory Group | 0.02% | No change | 649 | $301K |
| Hutchens & Kramer Investment Management Group, LLC | 0.12% | New | 642 | $298K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -12.5% | 642 | $298K |
| Neumann Capital Management, LLC | 0.09% | No change | 642 | $298K |
| Main Street Research LLC | 0.02% | No change | 640 | $297K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $296K |
| PCG Asset Management, LLC | 0.24% | Reduce -2.3% | 636 | $295K |
| Nadler Financial Group, Inc. | 0.03% | No change | 636 | $295K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 635 | $294K |
| Signal Advisors Wealth, LLC | 0.03% | New | 635 | $294K |
| BNC Wealth Management, LLC | 0.07% | Reduce -3.5% | 634 | $294K |
| Washington Trust Advisors, Inc. | 0.02% | New | 634 | $294K |
| Stevens Capital Partners | 0.09% | New | 633 | $294K |
| Principle Wealth Partners LLC | 0.02% | Add +17.0% | 632 | $293K |
| Calton & Associates, Inc. | 0.04% | Add +0.2% | 631 | $292K |
| Manchester Capital Management LLC | 0.04% | Add +5.0% | 630 | $292K |
| Fisher Asset Management | 0.00% | Reduce -47.0% | 629 | $292K |
| Black Diamond Financial, LLC | 0.03% | Add +0.3% | 629 | $292K |
| Oxford Financial Group, LTD. LLC | 0.02% | New | 629 | $292K |
| Accredited Investors Inc. | 0.02% | No change | 628 | $291K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 625 | $290K |
| Bfsg, LLC | 0.03% | No change | 624 | $289K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 620 | $288K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -13.2% | 619 | $287K |
| Vantage Point Financial LLC | 0.11% | Add +0.2% | 618 | $287K |
| Vise Technologies, Inc. | 0.01% | New | 618 | $287K |
| Donaldson Capital Management, LLC | 0.01% | Add +0.7% | 618 | $286K |
| Private Client Services, LLC | 0.10% | Add +12.2% | 617 | $286K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.5% | 616 | $286K |
| Financial Management Professionals, Inc. | 0.03% | No change | 614 | $286K |
| Wingate Wealth Advisors, Inc. | 0.20% | Add +0.2% | 612 | $284K |
| Excalibur Management Corp. | 0.10% | No change | 612 | $284K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 610 | $284K |
| Retirement Planning Group, LLC / NY | 0.21% | New | 609 | $283K |
| Avalon Capital Management | 0.07% | No change | 611 | $283K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $282K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 608 | $282K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 608 | $282K |
| Obermeyer Wealth Partners | 0.01% | Add +3.4% | 607 | $281K |
| SilverOak Wealth Management LLC | 0.05% | Reduce -14.2% | 606 | $281K |
| Fortitude Advisory Group L.L.C. | 0.15% | Reduce -21.5% | 603 | $280K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $279K |
| Independent Advisor Alliance | 0.01% | Reduce -10.0% | 602 | $279K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $278K |
| Heritage Wealth Advisors | 0.01% | No change | 600 | $278K |
| Whitcomb & Hess, Inc. | 0.07% | No change | 597 | $277K |
| Harbor Group, Inc. | 0.04% | No change | 596 | $277K |
| Quest 10 Wealth Builders, Inc. | 0.25% | No change | 596 | $276K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -8.6% | 594 | $275K |
| ADG Wealth Management Group, LLC | 0.22% | Reduce -45.8% | 593 | $275K |
| PDS Planning, Inc | 0.02% | No change | 593 | $275K |
| Summit Trail Advisors, LLC | 0.00% | No change | 590 | $274K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $274K |
| Sather Financial Group Inc | 0.01% | No change | 590 | $274K |
| Tyche Wealth Partners LLC | 0.05% | New | 585 | $271K |
| Westside Investment Management, Inc. | 0.04% | No change | 585 | $271K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 585 | $271K |
| Saxony Capital Management, LLC | 0.18% | Reduce -92.0% | 584 | $271K |
| Meridian Financial Advisors, LLC | 0.15% | No change | 575 | $267K |
| City Holding Co. | 0.03% | No change | 575 | $267K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.7% | 573 | $266K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -82.2% | 569 | $265K |
| Liberty Wealth Management LLC | 0.04% | No change | 569 | $264K |
| Revolve Wealth Partners, LLC | 0.03% | No change | 568 | $263K |
| Spirepoint Private Client, LLC | 0.03% | No change | 567 | $263K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 566 | $262K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -19.7% | 566 | $262K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -9.6% | 566 | $262K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 564 | $262K |
| Tull Financial Group, Inc. | 0.12% | No change | 562 | $261K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 562 | $261K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -22.4% | 561 | $260K |
| Citizens National Bank Trust Department | 0.05% | Reduce -0.9% | 560 | $260K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 560 | $260K |
| 4WEALTH Advisors, Inc. | 0.24% | New | 557 | $258K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 556 | $258K |
| Slagle Financial, LLC | 0.09% | Add +0.4% | 556 | $258K |
| Inspire Advisors, LLC | 0.02% | No change | 553 | $257K |
| Financial Partners Group, Inc | 0.03% | No change | 553 | $256K |
| Nikulski Financial, Inc. | 0.06% | No change | 552 | $256K |
| Mystic Asset Management, Inc. | 0.06% | Reduce -15.3% | 552 | $256K |
| Topsail Wealth Management, LLC | 0.04% | No change | 550 | $256K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.2% | 552 | $256K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $255K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $255K |
| Shared Vision Wealth Group LLC | 0.11% | New | 545 | $254K |
| San Luis Wealth Advisors LLC | 0.05% | New | 547 | $254K |
| Ibex Wealth Advisors | 0.02% | No change | 546 | $253K |
| EWG Elevate Inc. | 0.08% | Add +8.1% | 545 | $253K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 544 | $252K |
| Goldstone Financial Group, LLC | 0.03% | No change | 539 | $250K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 538 | $249K |
| Rockland Trust Co. | 0.01% | No change | 525 | $243K |
| Octavia Wealth Advisors, LLC | 0.02% | Add +10.3% | 524 | $243K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 523 | $243K |
| Financial Management Network Inc. | 0.04% | Add +0.2% | 518 | $242K |
| JBR Co Financial Management Inc | 0.10% | New | 520 | $241K |
| Brand Asset Management Group, Inc. | 0.07% | Reduce -4.2% | 520 | $241K |
| Hantz Financial Services, Inc. | 0.00% | New | 518 | $240K |
| Gibson Capital, LLC | 0.04% | No change | 515 | $239K |
| Blue Fin Capital, Inc. | 0.04% | No change | 515 | $239K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.4% | 507 | $237K |
| Glenview Trust Co | 0.00% | No change | 511 | $237K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -8.9% | 510 | $237K |
| Basepoint Wealth LLC | 0.17% | No change | 508 | $236K |
| Centennial Wealth Advisory LLC | 0.07% | Add +4.5% | 507 | $235K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.4% | 507 | $235K |
| First United Bank & Trust | 0.08% | Reduce -8.2% | 506 | $235K |
| Tandem Capital Management Corp. | 0.11% | No change | 505 | $234K |
| Great Diamond Partners, LLC | 0.05% | Add +0.2% | 504 | $234K |
| Wisconsin Wealth Advisors, LLC | 0.22% | No change | 504 | $234K |
| Collaborative Wealth Managment Inc. | 0.09% | Reduce -10.0% | 502 | $233K |
| Moment Partners, LLC | 0.04% | Reduce -3.8% | 502 | $233K |
| Axecap Investments, LLC | 0.14% | No change | 501 | $232K |
| Vestor Capital, LLC | 0.01% | No change | 500 | $232K |
| Primoris Wealth Advisors, LLC | 0.15% | No change | 500 | $232K |
| Ping Capital Management, Inc. | 0.14% | No change | 500 | $232K |
| Portland Global Advisors LLC | 0.03% | No change | 500 | $232K |
| Callan Family Office, LLC | 0.01% | No change | 500 | $232K |
| GAMCO Investors | 0.00% | No change | 500 | $232K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 500 | $232K |
| Elite Life Management LLC | 0.47% | No change | 500 | $231K |
| ABLE Financial Group, LLC | 0.05% | Reduce -2.4% | 495 | $230K |
| MKD Wealth Coaches, LLC | 0.23% | No change | 494 | $229K |
| Accel Wealth Management | 0.07% | Add +0.2% | 493 | $229K |
| IFS Advisors, LLC | 0.13% | No change | 491 | $228K |
| Register Financial Advisors LLC | 0.09% | No change | 490 | $227K |
| Prasad Wealth Partners, LLC | 0.06% | No change | 482 | $224K |
| Seneca Financial Advisors LLC | 0.07% | No change | 481 | $223K |
| DDD Partners, LLC | 0.01% | No change | 480 | $223K |
| Bogart Wealth, LLC | 0.01% | Add +13.7% | 480 | $222K |
| PFG Private Wealth Management, LLC | 0.10% | New | 477 | $221K |
| Integrity Wealth Solutions LLC | 0.10% | Add +0.4% | 477 | $221K |
| Ameriflex Group, Inc. | 0.08% | Reduce -52.8% | 472 | $219K |
| PBMares Wealth Management LLC | 0.04% | New | 471 | $219K |
| TCFG Wealth Management, LLC | 0.09% | Reduce -31.6% | 471 | $218K |
| LVZ, Inc. | 0.02% | No change | 470 | $218K |
| TigerOak Management, L.L.C. | 0.07% | No change | 469 | $217K |
| Quantbot Technologies LP | 0.01% | New | 469 | $217K |
| Summit Place Financial Advisors, LLC | 0.10% | No change | 467 | $217K |
| JDH Wealth Management, LLC | 0.15% | No change | 466 | $216K |
| Maple Capital Management, Inc. | 0.01% | Reduce -30.6% | 466 | $216K |
| Winebrenner Capital Management LLC | 0.16% | No change | 465 | $216K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +55.0% | 465 | $216K |
| Fortress Private Ledger, LLC | 0.08% | Add +0.2% | 465 | $215K |
| Disciplined Investors, L.L.C. | 0.15% | No change | 464 | $215K |
| Haverford Trust Co | 0.00% | New | 464 | $215K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 463 | $215K |
| Burk Holdings LLC | 0.11% | Reduce -4.3% | 462 | $214K |
| Evensky & Katz LLC | 0.01% | Reduce -4.3% | 462 | $214K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -1.3% | 462 | $214K |
| SHUTTLEWORTH & Co | 0.19% | — | 459 | $213K |
| Rockline Wealth Management, LLC | 0.04% | No change | 459 | $213K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -83.7% | 456 | $211K |
| Talisman Wealth Advisors LLC | 0.17% | Add +0.2% | 455 | $211K |
| Nilsine Partners, LLC | 0.02% | New | 453 | $210K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 450 | $209K |
| Sequent Asset Management, LLC | 0.10% | New | 450 | $209K |
| Bulltick Wealth Management, LLC | 0.05% | New | 449 | $209K |
| Burney Co./ | 0.01% | Reduce -8.2% | 448 | $208K |
| Firethorn Wealth Partners, LLC | 0.08% | New | 447 | $207K |
| Van Den Berg Management I, Inc. | 0.05% | New | 444 | $206K |
| Capital Square, LLC | 0.10% | New | 444 | $206K |
| Harfst & Associates, Inc. | 0.04% | New | 443 | $205K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 442 | $205K |
| Howard Capital Management, LLC | 0.00% | New | 442 | $205K |
| Focused Wealth Management, Inc | 0.02% | Reduce -39.4% | 437 | $203K |
| Richmond Investment Services, LLC | 0.04% | New | 434 | $201K |
| Wealth Preservation Advisors, LLC | 0.12% | Add +30.0% | 433 | $201K |
| Dividend Assets Capital, LLC | 0.04% | New | 433 | $201K |
| Opulen Financial Group LLC | 0.15% | New | 433 | $201K |
| Bravias Capital Group, LLC | 0.13% | New | 433 | $201K |
| Platform Technology Partners | 0.05% | New | 432 | $200K |
| Bernardo Wealth Planning LLC | 0.04% | New | 431 | $200K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 424 | $197K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $195K |
| Deutsche Bank AG | 0.00% | No change | 415 | $192K |
| BankPlus Trust Department | 0.05% | No change | 405 | $188K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 402 | $187K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 401 | $186K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 391 | $181K |
| Rogco, LP | 0.06% | No change | 387 | $179K |
| Oakworth Capital, Inc. | 0.01% | No change | 380 | $176K |
| Global Trust Asset Management, LLC | 0.08% | No change | 379 | $176K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.3% | 374 | $173K |
| Tidemark, LLC | 0.05% | No change | 374 | $173K |
| CoreFirst Bank & Trust | 0.09% | No change | 370 | $172K |
| GAMMA Investing LLC | 0.01% | No change | 365 | $169K |
| Trifecta Capital Advisors, LLC | 0.03% | Reduce -12.2% | 360 | $167K |
| Center for Financial Planning, Inc. | 0.02% | No change | 356 | $165K |
| Reyes Financial Architecture, Inc. | 0.11% | Reduce -96.6% | 350 | $162K |
| Bangor Savings Bank | 0.01% | No change | 345 | $160K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 341 | $158K |
| Trust Co | 0.02% | No change | 337 | $156K |
| Future Financial Wealth Managment LLC | 0.10% | No change | 330 | $153K |
| MTM Investment Management, LLC | 0.05% | No change | 324 | $150K |
| Country Trust Bank | 0.00% | No change | 323 | $150K |
| Capital Analysts, LLC | 0.00% | Reduce -6.8% | 315 | $146K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $139K |
| Kentucky Trust Co | 0.08% | No change | 300 | $139K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $139K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $139K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 279 | $129K |
| Aspect Partners, LLC | 0.06% | Add +0.4% | 277 | $128K |
| Abound Wealth Management | 0.03% | Add +9.5% | 266 | $124K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 260 | $121K |
| Westfuller Advisors, LLC | 0.05% | New | 252 | $117K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $116K |
| Davis Capital Management | 0.08% | — | 246 | $114K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $107K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $102K |
| Chilton Capital Management LLC | 0.00% | Add +178.5% | 220 | $102K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 218 | $101K |
| Financial Consulate, Inc. | 0.01% | New | 216 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 214 | $99K |
| Barnes Dennig Private Wealth Management LLC | 0.11% | No change | 212 | $98K |
| Archer Investment Corp | 0.02% | Add +0.5% | 205 | $95K |
| GGM Financial LLC | 0.05% | New | 204 | $95K |
| Darwin Wealth Management, LLC | 0.03% | No change | 186 | $87K |
| Creative Financial Designs Inc. | 0.01% | Reduce -36.3% | 186 | $86K |
| St Germain D J Co. Inc. | 0.00% | Add +98.9% | 185 | $86K |
| Crews Bank & Trust | 0.01% | Add +44.8% | 181 | $84K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -43.9% | 180 | $83K |
| LOM Asset Management Ltd | 0.02% | Reduce -5.4% | 175 | $81K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.16% | Reduce -97.1% | 174 | $81K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -55.8% | 170 | $79K |
| Nemes Rush Group LLC | 0.01% | Add +20.9% | 168 | $78K |
| SJS Investment Consulting Inc. | 0.01% | New | 164 | $76K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.6% | 162 | $75K |
| Albion Financial Group | 0.00% | Reduce -78.0% | 155 | $72K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 150 | $70K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $70K |
| FSA Wealth Management LLC | 0.02% | Add +0.7% | 145 | $67K |
| North Ridge Wealth Advisors, Inc. | 0.04% | No change | 144 | $67K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -26.3% | 143 | $66K |
| Comprehensive Financial Planning, Inc. | 0.05% | Add +0.7% | 143 | $66K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $65K |
| United Community Bank | 0.02% | New | 140 | $65K |
| MCF Advisors LLC | 0.00% | New | 137 | $64K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -29.2% | 131 | $61K |
| Security National Bank | 0.01% | No change | 130 | $60K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -2.3% | 128 | $59K |
| Birch Capital Management, LLC | 0.03% | No change | 126 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 120 | $56K |
| Graney & King, LLC | 0.04% | No change | 119 | $55K |
| Your Advocates Ltd., LLP | 0.02% | Add +9.9% | 111 | $51K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $51K |
| Luminist Capital LLC | 0.04% | Add +98.2% | 109 | $51K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $50K |
| Wolff Wiese Magana LLC | 0.03% | Add +586.7% | 103 | $48K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $48K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $47K |
| JPL Wealth Management, LLC | 0.01% | New | 102 | $47K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $46K |
| Trust Co. of Toledo NA | 0.00% | No change | 94 | $44K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 90 | $42K |
| Independence Bank of Kentucky | 0.01% | No change | 88 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -72.5% | 83 | $38K |
| JNBA Financial Advisors | 0.00% | Reduce -43.7% | 80 | $37K |
| WPG Advisers, LLC | 0.03% | No change | 80 | $37K |
| Marshall Wace, LLP | 0.00% | New | 79 | $37K |
| Groupe la Francaise | 0.00% | New | 68 | $31K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -1.5% | 65 | $30K |
| LRI Investments, LLC | 0.00% | No change | 63 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 63 | $29K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 62 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $28K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -68.7% | 61 | $28K |
| Arlington Trust Co LLC | 0.00% | No change | 57 | $26K |
| Coston, McIsaac & Partners | 0.01% | No change | 57 | $26K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $26K |
| Family Legacy Financial Solutions, LLC | 0.02% | Reduce -15.9% | 53 | $25K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $25K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -31.6% | 52 | $24K |
| Vision Financial Markets LLC | 0.02% | Add +60.6% | 53 | $24K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 50 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $24K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $23K |
| TFC Financial Management, Inc. | 0.00% | New | 50 | $23K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -48.5% | 50 | $23K |
| Rakuten Securities, Inc. | 0.01% | Reduce -52.0% | 48 | $22K |
| Riverview Trust Co | 0.03% | Reduce -9.6% | 47 | $22K |
| ORG Partners LLC | 0.00% | No change | 47 | $22K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 46 | $21K |
| Pflug Koory, LLC | 0.01% | No change | 45 | $21K |
| Rossby Financial, LCC | 0.01% | New | 45 | $21K |
| Access Investment Management LLC | 0.01% | No change | 45 | $21K |
| Quadrant Capital Group LLC | 0.00% | New | 44 | $20K |
| Tripletail Wealth Management, LLC | 0.02% | New | 40 | $19K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $19K |
| Stephens Consulting, LLC | 0.01% | Reduce -75.3% | 38 | $18K |
| Strategic Advocates LLC | 0.00% | New | 37 | $17K |
| J.Safra Asset Management Corp | 0.00% | New | 35 | $16K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -79.0% | 33 | $15K |
| Alerus Financial NA | 0.00% | No change | 33 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $15K |
| GoalVest Advisory LLC | 0.00% | No change | 25 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 24 | $11K |
| Eukles Asset Management | 0.00% | No change | 22 | $10K |
| Creative Capital Management Investments LLC | 0.00% | Reduce -42.1% | 22 | $10K |
| First Pacific Financial | 0.00% | No change | 18 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $8K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 16 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $7K |
| CVA Family Office, LLC | 0.00% | New | 12 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 69 | $5K |
| New Millennium Group LLC | 0.00% | Reduce -26.7% | 11 | $5K |
| McIlrath & Eck, LLC | 0.00% | Reduce -82.0% | 11 | $5K |
| Tsfg, LLC | 0.00% | No change | 10 | $5K |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 10 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| United Financial Planning Group LLC | 0.00% | — | 10 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| Winnacle Wealth LLC | 0.00% | New | 9 | $4K |
| Y.D. More Investments Ltd | 0.00% | No change | 9 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 9 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $3K |
| Hollencrest Capital Management | 0.00% | Reduce -90.9% | 6 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | New | 5 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +50.0% | 3 | $2K |
| Kilter Group LLC | 0.00% | No change | 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 | $927 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $464 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $464 |
| Horizon Investments, LLC | 0.00% | New | 1 | $464 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Add +0.0% | 1 | $25 |
| Transce3nd, LLC | 0.00% | Reduce -52.9% | 16 | $0 |
"% 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.