SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q4 2025 (December 31)1,387holders +102
96new positions
52sold out
6famous investors
$477.93avg. 13F price*
At the end of Q4 2025, 1,387 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 102 from Q3 2025. 96 opened new positions and 52 sold out. The largest holders were Goldman Sachs Group Inc. ($3.2B), Citadel Advisors ($2.3B) and Morgan Stanley ($1.4B). 6 famous investors held it, including Ken Griffin (1.6% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- SPDR DOW JONES INDL AVERAGE (Q4 2025)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $202.8M |
| Exits | 52 | $307.6M |
All 13F filers, Q3 2025 → Q4 2025: 10,255,278 shares bought and 3,299,793 shares sold, net +6,955,485 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,387 holders
| Goldman Sachs Group Inc. | 0.45% | Add +103.8% | 6,577,862 | $3.2B |
| Citadel Advisors | 1.58% | Add +642.3% | 4,751,674 | $2.3B |
| Morgan Stanley | 0.09% | Reduce -29.7% | 2,961,548 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -2.0% | 2,213,109 | $1.1B |
| LPL Financial LLC | 0.22% | Add +2.4% | 1,649,992 | $792.9M |
| Wells Fargo & Company | 0.13% | Reduce -0.4% | 1,388,261 | $667.2M |
| UBS Group AG | 0.09% | Add +2.9% | 915,058 | $439.7M |
| Royal Bank of Canada | 0.07% | Reduce -2.6% | 771,670 | $370.8M |
| Bank of Montreal | 0.15% | Add +25.7% | 755,564 | $363.1M |
| Jane Street Group, LLC | 0.42% | Add +175.9% | 735,712 | $353.6M |
| Focus Partners Wealth | 0.33% | Add +3.9% | 597,337 | $287.0M |
| JPMorgan Chase & Co. | 0.02% | Add +6.2% | 591,661 | $284.3M |
| Bank of Nova Scotia | 0.39% | Add +66.1% | 548,143 | $263.4M |
| Ameriprise Financial Inc. | 0.06% | Add +3.7% | 519,113 | $249.7M |
| Raymond James Financial Inc. | 0.07% | Add +8.1% | 470,558 | $226.1M |
| BNP Paribas Financial Markets | 0.13% | Add +155.5% | 409,698 | $196.9M |
| Nissay Asset Management Corp. /Japan | 0.98% | No change | 391,575 | $188.2M |
| Citigroup Inc. | 0.12% | Reduce -20.4% | 378,787 | $182.0M |
| Cetera Investment Advisers | 0.14% | Add +3.6% | 262,431 | $126.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.3% | 240,791 | $115.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -11.3% | 238,345 | $114.5M |
| Jones Financial Companies LLLP | 0.07% | Add +10.5% | 232,705 | $111.8M |
| Osaic Holdings, Inc. | 0.16% | Reduce -3.3% | 231,174 | $111.2M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -9.0% | 223,453 | $107.4M |
| Arkansas Financial Group, Inc. | 14.92% | Reduce -4.8% | 215,351 | $103.5M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +112.7% | 208,258 | $100.1M |
| Berkshire Money Management, Inc. | 9.47% | Add +2.9% | 206,574 | $99.3M |
| Mirae Asset Securities (usa) Inc. | 3.80% | No change | 200,000 | $96.1M |
| Thor Trading Advisors, LLC | 39.71% | Add +99.8% | 198,123 | $95.8M |
| Stifel Financial Corp. | 0.08% | Add +5.8% | 180,084 | $86.5M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -1.5% | 173,151 | $83.2M |
| Captrust Financial Advisors | 0.15% | Add +1.2% | 167,038 | $80.3M |
| Sanctuary Advisors, LLC | 0.43% | Add +1.8% | 162,811 | $78.2M |
| Truist Financial Corp. | 0.10% | Add +0.6% | 156,038 | $75.0M |
| Atria Investments, Inc | 0.63% | Add +0.5% | 115,202 | $55.4M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -38.0% | 114,706 | $55.1M |
| Creative Planning | 0.04% | Add +0.9% | 109,596 | $52.7M |
| CM Wealth Advisors LLC | 11.87% | Reduce -1.4% | 109,149 | $52.5M |
| Heck Capital Advisors, LLC | 3.85% | Add +27.8% | 107,380 | $51.7M |
| HighTower Advisors, LLC | 0.06% | Add +13.5% | 106,756 | $51.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -12.5% | 99,157 | $49.1M |
| Qube Research & Technologies Ltd | 0.07% | Add +36.5% | 98,370 | $47.3M |
| Private Advisor Group, LLC | 0.22% | Add +11.3% | 96,044 | $46.2M |
| Alkeon Capital Management LLC | 0.20% | New | 93,900 | $45.1M |
| Susquehanna International Group, LLP | 0.06% | Add +417.0% | 93,893 | $45.1M |
| FMR LLC | 0.00% | Add +12.3% | 92,443 | $44.4M |
| Cerity Partners LLC | 0.06% | Reduce -3.6% | 87,348 | $42.0M |
| Steel Grove Capital Advisors, LLC | 4.23% | No change | 84,570 | $40.6M |
| Millennium Management | 0.03% | Add +79.0% | 84,432 | $40.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.8% | 82,225 | $39.5M |
| Stephens Inc. | 0.48% | Add +11.2% | 79,639 | $38.3M |
| Mariner, LLC | 0.05% | Add +0.7% | 78,964 | $37.9M |
| TCP Asset Management, LLC | 6.33% | Add +4.0% | 78,221 | $37.6M |
| Barclays PLC | 0.01% | Reduce -56.2% | 76,231 | $36.6M |
| Smithbridge Asset Management Inc. | 2.96% | Add +99.5% | 72,131 | $34.7M |
| Capital Wealth Planning, LLC | 0.22% | Reduce -84.5% | 71,859 | $34.5M |
| 111 Capital | 7.31% | Add +96.9% | 69,754 | $33.5M |
| Jump Financial, LLC | 0.44% | Add +39.9% | 66,857 | $32.1M |
| NewEdge Advisors, LLC | 0.12% | Reduce -12.2% | 65,936 | $31.7M |
| Northern Trust Corp. | 0.00% | Reduce -17.9% | 64,136 | $30.8M |
| Integrity Alliance, Llc. | 1.11% | Add +11.4% | 63,127 | $30.3M |
| Kirkwood Financial Services | 10.56% | Add +1.3% | 62,775 | $30.2M |
| Chartist Inc. | 19.86% | Reduce -1.0% | 60,982 | $29.3M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.5% | 60,891 | $29.3M |
| SteelPeak Wealth, LLC | 0.96% | Add +5.3% | 60,576 | $29.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 58,997 | $28.4M |
| Select Asset Management & Trust | 8.73% | Add +0.5% | 58,415 | $28.1M |
| Cadinha & Co. LLC | 4.25% | New | 57,315 | $27.5M |
| Summit Securities Group LLC | 4.72% | Add +790.0% | 55,002 | $26.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -19.1% | 54,945 | $26.4M |
| Meitav Investment House Ltd. | 0.30% | Reduce -0.1% | 53,691 | $25.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.00% | Add +0.5% | 53,189 | $25.6M |
| Latko Wealth Management, Ltd. | 12.47% | Reduce -17.0% | 52,997 | $25.5M |
| GenWealth Group, Inc. | 4.33% | Add +6.4% | 51,376 | $25.4M |
| SG Americas Securities, LLC | 0.03% | Reduce -36.9% | 52,402 | $25.2M |
| Nokomis Capital, L.L.C. | 7.24% | New | 52,218 | $25.1M |
| Johnson Bixby & Associates, LLC | 3.08% | Reduce -1.7% | 51,752 | $24.9M |
| Conservest Capital Advisors, Inc. | 2.20% | Reduce -2.5% | 50,729 | $24.4M |
| IMC-Chicago, LLC | 0.41% | Reduce -53.8% | 49,127 | $23.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +5.9% | 49,089 | $23.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.52% | No change | 48,431 | $23.3M |
| Bridgewater Advisors Inc. | 1.46% | Add +14.5% | 46,006 | $22.6M |
| Pinnacle Associates Ltd. | 0.29% | Reduce -8.1% | 46,798 | $22.5M |
| MML Investors Services, LLC | 0.05% | Add +1.0% | 45,879 | $22.0M |
| Summit Financial, LLC | 0.32% | Add +0.4% | 44,795 | $21.6M |
| AMG National Trust Bank | 0.50% | Reduce -0.8% | 44,142 | $21.2M |
| Allworth Financial LP | 0.08% | Add +2.1% | 42,378 | $20.4M |
| Beacon Capital Management, LLC | 3.15% | Reduce -7.5% | 42,339 | $20.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +92.3% | 42,229 | $20.3M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -19.3% | 42,009 | $20.2M |
| Clarity Wealth Advisors, LLC | 4.03% | Add +4.9% | 41,107 | $19.8M |
| MYDA Advisors LLC | 5.43% | New | 40,000 | $19.2M |
| Walleye Trading LLC | 0.31% | Add +35.6% | 39,532 | $19.0M |
| Cibc World Market Inc. | 0.03% | Reduce -63.0% | 39,054 | $18.8M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +6.2% | 38,811 | $18.7M |
| Equitable Holdings, Inc. | 0.13% | Add +35.6% | 38,102 | $18.3M |
| Blair William & Co. | 0.05% | Reduce -3.0% | 37,261 | $17.9M |
| Corient Private Wealth LP | 0.02% | Add +18.4% | 36,926 | $17.7M |
| Encompass More Asset Management | 3.24% | Add +119.6% | 36,444 | $17.5M |
| Nations Financial Group Inc, /Ia/ | 0.91% | Add +6525.4% | 36,042 | $17.3M |
| Retirement Financial Solutions, LLC | 4.98% | Add +8.2% | 35,418 | $17.0M |
| Commerce Bank | 0.09% | No change | 34,727 | $16.7M |
| &partners | 0.09% | Add +16.5% | 34,394 | $16.5M |
| Prospera Financial Services Inc | 0.27% | Add +1.1% | 34,255 | $16.5M |
| Pittenger & Anderson Inc. | 0.63% | Add +2.9% | 33,841 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.0% | 33,486 | $16.1M |
| TD Waterhouse Canada Inc. | 0.10% | Reduce -9.3% | 32,429 | $15.6M |
| MKT Advisors LLC | 5.27% | Reduce -3.3% | 31,559 | $15.5M |
| Capital Advisory Group Advisory Services, LLC | 4.54% | Add +141.4% | 32,147 | $15.4M |
| All Terrain Financial Advisors, LLC | 4.69% | Add +3.4% | 31,788 | $15.3M |
| Vision Retirement, LLC | 4.07% | — | 31,571 | $15.2M |
| IFG Advisory, LLC | 0.65% | Reduce -11.1% | 30,808 | $14.8M |
| L & S Advisors Inc | 1.50% | Reduce -1.5% | 30,623 | $14.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.2% | 30,340 | $14.6M |
| National Bank of Canada | 0.01% | Add +0.0% | 29,852 | $14.3M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +0.1% | 29,703 | $14.3M |
| J Hagan Capital, Inc. | 7.77% | Add +56.9% | 29,213 | $14.0M |
| Quantinno Capital Management LP | 0.03% | Add +21.5% | 29,194 | $14.0M |
| Reyes Financial Architecture, Inc. | 8.52% | Add +8219.4% | 29,118 | $14.0M |
| Wedbush Securities Inc. | 0.41% | Add +256.8% | 29,029 | $14.0M |
| Pettinga Financial Advisors LLC | 2.53% | Add +4.9% | 27,765 | $13.3M |
| Cornerstone Wealth Management, LLC | 0.69% | Add +8.7% | 27,520 | $13.2M |
| Foundations Investment Advisors, LLC | 0.17% | Add +1239.5% | 27,434 | $13.2M |
| Composition Wealth, LLC | 0.19% | Reduce -5.9% | 27,359 | $13.1M |
| Capital Management Associates, Inc | 2.79% | Add +2.9% | 26,277 | $12.6M |
| Benin Management CORP | 2.79% | Reduce -4.1% | 26,015 | $12.5M |
| Federation des caisses Desjardins du Quebec | 0.05% | Add +0.3% | 25,907 | $12.5M |
| Whittier Trust Co. of Nevada Inc. | 0.26% | No change | 25,042 | $12.4M |
| Stratos Wealth Advisors, LLC | 0.60% | Add +2.0% | 25,734 | $12.4M |
| Sykon Capital LLC | 3.97% | Add +31.5% | 25,720 | $12.4M |
| Washburn Capital Management, Inc. | 6.78% | Reduce -4.3% | 25,632 | $12.3M |
| Oppenheimer & Co. Inc. | 0.17% | Add +11.7% | 25,586 | $12.3M |
| Pinnacle Holdings, LLC | 4.62% | Reduce -1.2% | 25,340 | $12.2M |
| Comerica Bank | 0.05% | Add +3.3% | 25,200 | $12.1M |
| FOCUS Wealth Advisors, LLC | 5.63% | Add +3.0% | 25,195 | $12.1M |
| Amplius Wealth Advisors, LLC | 1.01% | Reduce -1.4% | 25,169 | $12.1M |
| Walleye Capital LLC | 0.07% | Reduce -0.0% | 24,999 | $12.0M |
| AQR Capital Management | 0.01% | Reduce -21.3% | 24,988 | $12.0M |
| Sound View Wealth Advisors Group, LLC | 0.81% | Add +1.1% | 24,978 | $12.0M |
| Investor's Fiduciary Advisor Network, LLC | 2.57% | New | 24,945 | $12.0M |
| Merit Financial Group, LLC | 0.09% | Add +3.4% | 24,472 | $11.8M |
| Jefferies Financial Group Inc. | 0.10% | Reduce -21.7% | 24,000 | $11.5M |
| Credit Agricole S A | 0.03% | Reduce -8.0% | 23,913 | $11.5M |
| Pinnacle Financial Partners, Inc. | 0.09% | — | 23,760 | $11.4M |
| Jacksonville Wealth Management, LLC | 7.96% | Add +4.3% | 23,381 | $11.2M |
| M&T Bank Corp | 0.04% | Add +0.1% | 23,245 | $11.2M |
| Smith Chas P & Associates Pa Cpas | 0.58% | New | 23,117 | $11.1M |
| First Heartland Consultants, Inc. | 0.84% | Add +1.4% | 23,032 | $11.1M |
| Ameritas Advisory Services, LLC | 0.40% | Reduce -2.5% | 22,168 | $10.7M |
| Greenberg Financial Group | 4.30% | — | 21,732 | $10.4M |
| Washington Capital Management, Inc. | 8.41% | No change | 21,499 | $10.3M |
| Members Advisory Group LLC | 3.84% | New | 21,193 | $10.2M |
| Q3 Asset Management | 2.30% | New | 20,924 | $10.1M |
| BlackRock, Inc. | 0.00% | Add +14.8% | 20,810 | $10.0M |
| Csenge Advisory Group | 0.45% | Add +3.3% | 20,706 | $10.0M |
| Snowden Capital Advisors LLC | 0.25% | Add +2.2% | 20,192 | $9.7M |
| Arkadios Wealth Advisors | 0.19% | Add +70.9% | 20,133 | $9.7M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -1.0% | 19,002 | $9.1M |
| Whittier Trust Co. | 0.10% | No change | 18,443 | $9.1M |
| Tudor Financial Inc. | 4.64% | Reduce -0.3% | 18,864 | $9.1M |
| GHP Investment Advisors, Inc. | 0.37% | Add +0.1% | 18,810 | $9.0M |
| Fourth Dimension Wealth, LLC | 3.27% | Add +1.3% | 18,631 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.2% | 18,299 | $8.8M |
| Independent Financial Group, LLC | 0.20% | Add +12.3% | 18,236 | $8.8M |
| D.A. Davidson & Co. | 0.05% | Add +0.3% | 18,179 | $8.7M |
| Oak Harvest Investment Services | 0.94% | Reduce -2.1% | 17,977 | $8.6M |
| NTV Asset Management LLC | 0.91% | Add +0.1% | 17,939 | $8.6M |
| Lido Advisors, LLC | 0.03% | Add +5.5% | 18,297 | $8.6M |
| Sowell Financial Services LLC | 0.32% | Add +2.5% | 17,917 | $8.6M |
| Bessemer Group Inc. | 0.01% | Add +1517.1% | 17,659 | $8.5M |
| Foster Group, Inc. | 0.26% | Add +0.6% | 17,577 | $8.4M |
| Modern Wealth Management, LLC | 0.15% | Reduce -1.4% | 17,540 | $8.4M |
| Blue Bell Private Wealth Management, LLC | 1.24% | Reduce -0.4% | 17,521 | $8.4M |
| Scotia Capital Inc. | 0.03% | Add +62.0% | 17,411 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -3.0% | 17,290 | $8.3M |
| Farther Finance Advisors, LLC | 0.09% | Add +12.9% | 16,916 | $8.1M |
| Natixis Advisors, LLC | 0.01% | Add +4.3% | 16,822 | $8.1M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +1.0% | 16,672 | $8.0M |
| 1 North Wealth Services LLC | 2.82% | Add +14.7% | 16,669 | $8.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.6% | 16,357 | $7.9M |
| CVFG LLC | 5.37% | Add +3.8% | 16,300 | $7.8M |
| Magnolia Capital Management Ltd. | 5.78% | Reduce -1.6% | 16,171 | $7.8M |
| King Wealth Management Group | 0.93% | Reduce -0.4% | 16,079 | $7.7M |
| Intergy Private Wealth, LLC | 2.32% | Add +1.9% | 15,975 | $7.7M |
| AE Wealth Management LLC | 0.04% | Add +20.9% | 15,897 | $7.6M |
| Old National Bancorp | 0.13% | Add +1.1% | 15,761 | $7.6M |
| Mechanics Bank Trust Department | 0.99% | Reduce -5.2% | 15,723 | $7.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Reduce -44.6% | 15,606 | $7.5M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -8.8% | 15,508 | $7.5M |
| XTX Topco Ltd | 0.20% | Add +1117.2% | 15,471 | $7.4M |
| Echo45 Advisors LLC | 4.23% | Add +1.5% | 15,437 | $7.4M |
| Chung Wu Investment Group, LLC | 6.04% | No change | 15,365 | $7.4M |
| Kozak & Associates, Inc. | 1.42% | Add +26.8% | 14,871 | $7.4M |
| Kovack Advisors, Inc. | 0.35% | Add +42.4% | 15,271 | $7.3M |
| Choreo, LLC | 0.09% | Add +0.2% | 15,129 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -1.3% | 15,211 | $7.3M |
| Summit Wealth Partners, LLC | 1.35% | Reduce -20.4% | 15,199 | $7.3M |
| Iowa State Bank | 1.34% | No change | 14,840 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.17% | Reduce -0.0% | 46,068 | $7.1M |
| CreativeOne Wealth, LLC | 0.17% | Add +16.4% | 14,542 | $7.0M |
| Main Street Financial Solutions, LLC | 0.52% | Add +0.9% | 14,371 | $6.9M |
| Alexis Investment Partners, LLC | 2.57% | Add +3.8% | 14,262 | $6.9M |
| EP Wealth Advisors, LLC | 0.04% | — | 14,329 | $6.9M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +9.0% | 14,125 | $6.8M |
| Johnson Investment Counsel Inc. | 0.06% | Add +0.3% | 14,063 | $6.8M |
| Moon Capital Management LP | 4.18% | New | 13,978 | $6.7M |
| Frank, Rimerman Advisors LLC | 0.41% | Reduce -5.1% | 13,586 | $6.5M |
| HB Wealth Management, LLC | 0.04% | Reduce -2.1% | 13,469 | $6.5M |
| Hilltop Holdings Inc. | 0.38% | Add +2.2% | 13,293 | $6.4M |
| Callan Family Office, LLC | 0.14% | Add +2544.8% | 13,224 | $6.4M |
| Greenwich Wealth Management LLC | 0.28% | Reduce -0.8% | 13,037 | $6.3M |
| Curtis Advisory Group, LLC | 1.30% | No change | 12,899 | $6.2M |
| Regions Financial Corp. | 0.04% | Reduce -0.8% | 12,843 | $6.2M |
| World Investment Advisors | 0.10% | Add +10.8% | 12,803 | $6.2M |
| Summit Asset Management, LLC | 0.86% | Reduce -0.9% | 12,650 | $6.1M |
| Harbour Investments, Inc. | 0.12% | Add +18.7% | 12,635 | $6.1M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -13.1% | 12,621 | $6.1M |
| Sigma Planning Corp | 0.17% | Add +4.1% | 12,483 | $6.1M |
| Cowa, LLC | 1.83% | Reduce -4.6% | 12,530 | $6.0M |
| Montag A & Associates Inc. | 0.27% | Add +1.4% | 12,375 | $6.0M |
| Insigneo Advisory Services, LLC | 0.42% | Reduce -4.3% | 12,176 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | New | 12,132 | $5.8M |
| Bay Rivers Group | 2.35% | Add +0.3% | 12,110 | $5.8M |
| IFG Advisors, LLC | 0.97% | Reduce -1.7% | 12,096 | $5.8M |
| Birinyi Associates Inc. | 1.45% | Add +0.1% | 12,045 | $5.8M |
| Mission Creek Capital Partners, Inc. | 1.17% | Reduce -11.9% | 12,031 | $5.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.40% | Reduce -8.3% | 11,983 | $5.8M |
| Polymer Capital Management (HK) LTD | 0.89% | No change | 11,850 | $5.7M |
| Nwam LLC | 0.31% | Add +0.2% | 11,292 | $5.6M |
| American National Bank & Trust | 0.52% | No change | 11,450 | $5.5M |
| Absolute Capital Management, LLC | 2.00% | No change | 11,400 | $5.5M |
| Quantbot Technologies LP | 0.18% | Add +2316.2% | 11,332 | $5.4M |
| Melone Private Wealth, LLC | 2.28% | Reduce -64.1% | 11,202 | $5.4M |
| Narwhal Capital Management | 0.39% | No change | 11,080 | $5.3M |
| First Horizon Corp. | 0.24% | Add +0.3% | 11,026 | $5.3M |
| Brown Advisory Inc. | 0.01% | Reduce -0.3% | 10,816 | $5.2M |
| HRT Financial LP | 0.02% | Reduce -11.8% | 10,738 | $5.2M |
| Brookstone Capital Management | 0.06% | Add +5.1% | 10,702 | $5.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.49% | Add +399.3% | 8,518 | $5.1M |
| PKS Advisory Services, LLC | 1.17% | Add +3.0% | 10,670 | $5.1M |
| Venture Visionary Partners LLC | 0.17% | Reduce -0.9% | 10,639 | $5.1M |
| Fortis Group Advisors, LLC | 0.85% | Reduce -0.5% | 10,362 | $5.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +3.3% | 10,477 | $5.0M |
| NewEdge Wealth, LLC | 0.06% | Add +4.2% | 10,358 | $5.0M |
| Cwm, LLC | 0.01% | Reduce -3.3% | 10,345 | $5.0M |
| Cresset Asset Management, LLC | 0.02% | Add +0.1% | 10,304 | $5.0M |
| Thoroughbred Financial Services, LLC | 0.29% | Reduce -1.4% | 10,262 | $4.9M |
| Founders Financial Alliance, LLC | 0.93% | Reduce -0.1% | 10,228 | $4.9M |
| Tortoise Investment Management, LLC | 0.43% | Reduce -1.8% | 10,212 | $4.9M |
| AtlasMark Financial, Inc | 3.17% | No change | 10,200 | $4.9M |
| DMKC Advisory Services, LLC | 2.07% | No change | 9,828 | $4.7M |
| J.Safra Asset Management Corp | 0.25% | Add +27900.0% | 9,800 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -25.4% | 9,637 | $4.6M |
| Natixis | 0.02% | Add +606.4% | 9,572 | $4.6M |
| Stelac Advisory Services LLC | 1.62% | Reduce -5.9% | 9,509 | $4.6M |
| Foresight Capital Management Advisors, Inc. | 2.47% | Add +1.1% | 9,482 | $4.6M |
| Capital Wealth Alliance, LLC | 1.92% | Add +3.1% | 8,959 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +130.9% | 9,265 | $4.5M |
| US Bancorp \de | 0.01% | Add +0.2% | 9,268 | $4.5M |
| Western Wealth Management, LLC | 0.20% | Add +8.9% | 9,215 | $4.4M |
| EFG International AG | 0.09% | — | 9,170 | $4.4M |
| Lynch Investment Planning, LLC | 4.20% | — | 9,097 | $4.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +137.5% | 9,112 | $4.4M |
| KW Wealth Management LLC | 6.63% | Add +2.5% | 9,096 | $4.4M |
| MAI Capital Management | 0.03% | Add +26.4% | 8,979 | $4.3M |
| International Assets Investment Management, LLC | 0.29% | Reduce -1.6% | 8,882 | $4.3M |
| Atlas Private Wealth Advisors | 0.98% | Reduce -12.2% | 8,764 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +6.7% | 8,716 | $4.2M |
| Tufton Capital Management | 0.73% | Reduce -0.6% | 8,671 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.8% | 8,567 | $4.1M |
| Ieq Capital, LLC | 0.01% | Add +63.7% | 8,510 | $4.1M |
| Lewis Asset Management, LLC | 1.66% | Add +0.8% | 8,490 | $4.1M |
| Compound Planning, Inc. | 0.12% | Reduce -23.3% | 8,453 | $4.1M |
| Fortune 45 LLC | 1.91% | Add +0.2% | 8,241 | $4.0M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.3% | 8,264 | $4.0M |
| GFS Advisors, LLC | 0.47% | Reduce -1.4% | 8,248 | $4.0M |
| Northern Financial Advisors Inc | 4.49% | Reduce -23.1% | 8,178 | $3.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.09% | Add +2.0% | 8,170 | $3.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +191.4% | 8,151 | $3.9M |
| Citizens Financial Group Inc. | 0.05% | Reduce -1.3% | 8,130 | $3.9M |
| Kelleher Financial Advisors | 0.90% | No change | 8,113 | $3.9M |
| Wealthfront Advisers LLC | 0.01% | Add +11.2% | 8,099 | $3.9M |
| IHT Wealth Management, LLC | 0.09% | Add +6.9% | 7,962 | $3.8M |
| Novak & Powell Financial Services, Inc. | 1.99% | Add +0.4% | 7,923 | $3.8M |
| Savant Capital, LLC | 0.02% | Add +5.1% | 7,867 | $3.8M |
| TrueWealth Advisors, LLC | 0.97% | Add +6.3% | 7,821 | $3.8M |
| RFG Advisory, LLC | 0.07% | Add +30.4% | 7,813 | $3.8M |
| Schnieders Capital Management, Llc. | 0.58% | No change | 7,752 | $3.7M |
| DV Trading LLC | 0.32% | — | 7,699 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -3.0% | 7,609 | $3.7M |
| Meridian Investment Counsel Inc. | 0.88% | Reduce -1.6% | 7,594 | $3.6M |
| Autumn Glory Partners, LLC | 1.28% | Reduce -0.1% | 7,588 | $3.6M |
| CoreCap Advisors, LLC | 0.13% | Reduce -11.7% | 7,507 | $3.6M |
| Greenfield Savings Bank | 1.50% | Add +1.1% | 7,414 | $3.6M |
| Caldwell Trust Co | 0.31% | Reduce -0.0% | 7,272 | $3.5M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -1.9% | 7,239 | $3.5M |
| Ayalon Insurance Comp Ltd. | 0.84% | No change | 7,215 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +30.3% | 7,042 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +62.3% | 7,006 | $3.4M |
| Ruggiero Investments, Inc. | 3.03% | — | 6,990 | $3.4M |
| Fiduciary Alliance LLC | 0.22% | Add +10.8% | 6,958 | $3.3M |
| Beta Wealth Group, Inc. | 1.34% | Reduce -1.1% | 6,946 | $3.3M |
| JTC Employer Solutions Trustee Ltd | 0.22% | No change | 6,868 | $3.3M |
| Edgestream Partners, L.P. | 0.09% | New | 6,868 | $3.3M |
| Fingerlakes Wealth Management, Inc. | 2.09% | Reduce -3.7% | 6,835 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.8% | 6,777 | $3.3M |
| IFP Advisors, Inc | 0.07% | Reduce -3.2% | 6,704 | $3.2M |
| Fifth Third Securities, Inc. | 0.21% | Add +24.3% | 6,672 | $3.2M |
| Canandaigua National Bank & Trust Co. | 0.29% | Reduce -1.0% | 6,668 | $3.2M |
| IPG Investment Advisors LLC | 0.56% | Add +568.5% | 6,591 | $3.2M |
| Keating Financial Advisory Services, Inc. | 0.43% | — | 6,590 | $3.2M |
| StoneX Group Inc. | 0.14% | Add +5.3% | 6,496 | $3.1M |
| Verus Capital Partners, LLC | 0.21% | Add +17.1% | 6,409 | $3.1M |
| Cambridge Financial Group, LLC | 1.06% | Add +8.7% | 6,854 | $3.0M |
| Mattern Capital Management, LLC | 0.36% | No change | 6,297 | $3.0M |
| Paragon Capital Management Inc. | 2.34% | Reduce -14.6% | 6,295 | $3.0M |
| Keystone Financial Group | 0.22% | Add +9.7% | 6,209 | $3.0M |
| FSC Wealth Advisors, LLC | 4.84% | No change | 6,202 | $3.0M |
| Lionsbridge Wealth Management LLC | 3.02% | Add +84.1% | 6,202 | $3.0M |
| XY Capital Ltd | 3.03% | Reduce -40.7% | 6,199 | $3.0M |
| BigSur Wealth Management LLC | 0.72% | No change | 6,169 | $3.0M |
| Waverly Advisors, LLC | 0.02% | Add +5.8% | 6,114 | $2.9M |
| Monograph Wealth Advisors, LLC | 0.29% | Add +0.1% | 6,098 | $2.9M |
| Twin Focus Capital Partners, LLC | 0.34% | No change | 6,098 | $2.9M |
| Objective Capital Management, LLC | 2.98% | Reduce -1.3% | 6,089 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Reduce -14.4% | 6,080 | $2.9M |
| Asset Dedication, LLC | 0.19% | Reduce -0.5% | 6,068 | $2.9M |
| Transcend Capital Advisors, LLC | 0.22% | Add +0.9% | 6,026 | $2.9M |
| Centaurus Financial, Inc. | 0.13% | Add +2.6% | 6,011 | $2.9M |
| St. Clair Advisors, LLC | 0.73% | No change | 5,869 | $2.8M |
| Lowery Thomas, LLC | 1.59% | Reduce -5.7% | 5,855 | $2.8M |
| Crumly & Associates Inc. | 0.59% | No change | 5,844 | $2.8M |
| Fidelis Capital Partners, LLC | 0.20% | Reduce -0.8% | 5,803 | $2.8M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -4.6% | 5,761 | $2.8M |
| Miller Investment Management, LP | 0.27% | No change | 5,717 | $2.7M |
| Capital Advisors, Ltd. LLC | 0.31% | No change | 5,699 | $2.7M |
| PFG Advisors | 0.13% | Reduce -40.8% | 5,671 | $2.7M |
| MLP3, LLC | 2.96% | — | 5,633 | $2.7M |
| Secure Asset Management, LLC | 0.43% | Add +27.4% | 5,617 | $2.7M |
| Equitable Trust Co. | 0.12% | Reduce -2.0% | 5,563 | $2.7M |
| Madison Park Capital Advisors, LLC | 2.15% | Add +0.2% | 5,505 | $2.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.9% | 5,463 | $2.6M |
| DAVENPORT & Co LLC | 0.01% | Add +0.4% | 5,445 | $2.6M |
| Sunbelt Securities, Inc. | 0.17% | Add +0.2% | 5,442 | $2.6M |
| Hudock, Inc. | 0.39% | Reduce -3.5% | 5,440 | $2.6M |
| Arvest Investments, Inc. | 0.37% | Add +7.0% | 5,409 | $2.6M |
| BLVD Private Wealth, LLC | 2.20% | Reduce -2.1% | 5,254 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -4.2% | 5,214 | $2.5M |
| FSM Wealth Advisors, LLC | 0.34% | Add +1.9% | 5,198 | $2.5M |
| First National Bank of Omaha | 0.07% | New | 5,136 | $2.5M |
| Intrepid Financial Planning Group LLC | 0.94% | No change | 5,151 | $2.5M |
| Pinnacle Family Advisors, LLC | 1.08% | Add +80.3% | 5,104 | $2.5M |
| Essex Financial Services, Inc. | 0.14% | Add +6.3% | 5,069 | $2.4M |
| Graves Light Lenhart Wealth, Inc. | 0.26% | No change | 5,048 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Add +4.0% | 5,048 | $2.4M |
| SouthState Bank Corp | 0.11% | No change | 5,025 | $2.4M |
| American State Bank (Iowa) | 1.15% | No change | 4,992 | $2.4M |
| Serenus Wealth Advisors, LLC | 0.46% | No change | 4,980 | $2.4M |
| Seamount Financial Group Inc. | 1.08% | Reduce -1.9% | 4,946 | $2.4M |
| Gen-Wealth Partners Inc | 0.76% | Reduce -1.8% | 4,930 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.1% | 4,929 | $2.4M |
| Marathon Wealth Advisors LLC | 0.94% | — | 4,899 | $2.4M |
| Quadcap Wealth Management, LLC | 0.27% | Reduce -2.4% | 4,871 | $2.3M |
| Keybank National Association | 0.01% | Reduce -2.1% | 4,852 | $2.3M |
| Leo Wealth, LLC | 0.17% | Add +5.6% | 4,852 | $2.3M |
| Balboa Wealth Partners | 0.38% | Reduce -1.6% | 4,787 | $2.3M |
| Advisory Alpha, LLC | 0.06% | Reduce -0.8% | 4,766 | $2.3M |
| Money Concepts Capital Corp. | 0.13% | Add +16.8% | 4,757 | $2.3M |
| GreatBanc Trust CO | 1.61% | Reduce -0.8% | 4,740 | $2.3M |
| GWN Securities Inc. | 0.46% | Add +0.8% | 4,720 | $2.3M |
| Bluespring Wealth Management, LLC | 0.20% | Reduce -5.9% | 4,709 | $2.3M |
| Net Worth Advisory Group | 0.46% | Reduce -0.1% | 4,702 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +0.3% | 4,638 | $2.2M |
| Second Half Financial Partners, LLC | 0.99% | Reduce -0.9% | 4,648 | $2.2M |
| Smith, Moore & Co. | 0.17% | Add +9.3% | 4,634 | $2.2M |
| 1ST Source Bank | 0.12% | No change | 4,633 | $2.2M |
| Sage Advisors, LLC | 1.48% | Add +10.3% | 4,631 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +16.2% | 4,609 | $2.2M |
| SCS Capital Management LLC | 0.02% | No change | 4,594 | $2.2M |
| SkyView Investment Advisors, LLC | 0.28% | No change | 4,598 | $2.2M |
| Coastwise Capital Group, LLC | 1.13% | Add +3.1% | 4,570 | $2.2M |
| Ancora Advisors LLC | 0.05% | Reduce -0.3% | 4,564 | $2.2M |
| Level Four Advisory Services, LLC | 0.07% | Add +11.8% | 4,543 | $2.2M |
| Windsor Capital Management, LLC | 0.64% | Reduce -0.6% | 4,540 | $2.2M |
| Bedminster, LLC | 1.99% | — | 4,508 | $2.2M |
| Arvest Bank Trust Division | 0.12% | Reduce -3.5% | 4,484 | $2.2M |
| PFG Investments, LLC | 0.10% | Add +1.3% | 4,439 | $2.1M |
| Fifth Third Bancorp | 0.01% | Reduce -0.7% | 4,411 | $2.1M |
| Moors & Cabot, Inc. | 0.09% | Reduce -9.5% | 4,408 | $2.1M |
| Union Bancaire Privee, UBP SA | 0.03% | Add +5.0% | 4,436 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -10.1% | 4,354 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.2% | 4,331 | $2.1M |
| Embree Financial Group | 0.26% | Add +0.3% | 4,328 | $2.1M |
| Cordoba Advisory Partners LLC | 0.51% | — | 4,314 | $2.1M |
| Bank Hapoalim BM | 0.18% | Reduce -17.9% | 4,282 | $2.1M |
| RMR Wealth Builders | 0.16% | Reduce -7.1% | 4,282 | $2.1M |
| Patton Albertson Miller Group, LLC | 0.24% | No change | 4,235 | $2.0M |
| Golden State Wealth Management, LLC | 0.21% | Add +0.6% | 4,199 | $2.0M |
| Flagstar Securities, Inc. | 0.68% | Reduce -0.1% | 4,186 | $2.0M |
| Saxon Interests, Inc. | 0.71% | Reduce -0.5% | 4,183 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -16.9% | 4,170 | $2.0M |
| WealthBridge Capital Management, LLC | 0.46% | Add +0.0% | 4,170 | $2.0M |
| Sage Capital Management, LLC | 0.93% | Add +0.2% | 4,166 | $2.0M |
| Evolve Private Wealth, LLC | 0.12% | — | 4,153 | $2.0M |
| Apriem Advisors | 0.18% | No change | 4,150 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Add +0.0% | 4,140 | $2.0M |
| Jackson Hole Capital Partners, LLC | 0.34% | Reduce -0.3% | 4,134 | $2.0M |
| Grandview Asset Management LLC | 0.54% | Add +10.2% | 4,103 | $2.0M |
| Kaizen Financial Strategies | 0.87% | Reduce -10.4% | 4,092 | $2.0M |
| American Wealth Advisors, LLC | 1.92% | Reduce -2.4% | 4,065 | $2.0M |
| Larson Financial Group LLC | 0.07% | Reduce -0.1% | 4,042 | $1.9M |
| Snowwater Investment Partners, LLC | 1.77% | — | 4,000 | $1.9M |
| Ashford Advisors, LLC | 0.42% | No change | 4,000 | $1.9M |
| Wealth Management Partners, LLC | 0.55% | No change | 4,008 | $1.9M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +22.9% | 3,999 | $1.9M |
| Tiaa Trust, National Association | 0.00% | Add +2.5% | 3,961 | $1.9M |
| Arax Advisory Partners | 0.06% | Reduce -45.3% | 3,954 | $1.9M |
| Community Trust & Investment Co. | 0.10% | No change | 3,951 | $1.9M |
| Ascentis Independent Advisors | 0.31% | Reduce -4.6% | 3,986 | $1.9M |
| Triumph Capital Management | 0.41% | Reduce -0.1% | 3,914 | $1.9M |
| Westbourne Investments, Inc. | 0.87% | Reduce -4.1% | 3,881 | $1.9M |
| Connecticut Wealth Management, LLC | 0.08% | No change | 3,878 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | Add +2.2% | 3,869 | $1.9M |
| Aull & Monroe Investment Management Corp | 0.92% | Add +4.1% | 3,815 | $1.8M |
| Paulson Wealth Management Inc. | 0.42% | Add +1.1% | 3,807 | $1.8M |
| Sig Brokerage, LP | 0.61% | No change | 3,800 | $1.8M |
| Roundview Capital LLC | 0.11% | No change | 3,795 | $1.8M |
| Strategic Blueprint, LLC | 0.11% | Reduce -19.7% | 3,758 | $1.8M |
| Morton Capital Management LLC | 0.28% | Reduce -0.4% | 3,757 | $1.8M |
| Evoke Wealth, LLC | 0.03% | Add +0.5% | 3,746 | $1.8M |
| LaSalle St. Investment Advisors, LLC | 0.29% | Reduce -0.5% | 3,727 | $1.8M |
| HUB Investment Partners, LLC | 0.05% | Reduce -2.5% | 3,727 | $1.8M |
| Certuity, LLC | 0.11% | Add +0.0% | 3,721 | $1.8M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,717 | $1.8M |
| Gallacher Capital Management LLC | 0.69% | Add +5.1% | 3,715 | $1.8M |
| Harvest Investment Services, LLC | 0.34% | Reduce -6.7% | 3,710 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +0.8% | 3,710 | $1.8M |
| W.H. Cornerstone Investments Inc. | 1.07% | Reduce -0.3% | 3,710 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +46.2% | 3,688 | $1.8M |
| Purus Wealth Management, LLC | 0.55% | Add +0.3% | 3,676 | $1.8M |
| CV Advisors LLC | 0.45% | No change | 3,674 | $1.8M |
| White Knight Strategic Wealth Advisors, LLC | 1.28% | No change | 3,645 | $1.8M |
| Sharper & Granite LLC | 0.61% | No change | 3,630 | $1.7M |
| Stokes Family Office, LLC | 0.16% | No change | 3,626 | $1.7M |
| Optivise Advisory Services LLC | 0.99% | Add +9.1% | 3,574 | $1.7M |
| Tobias Financial Advisors, Inc. | 0.24% | No change | 3,570 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -2.6% | 3,533 | $1.7M |
| Rydar Equities, Inc. | 1.31% | Add +0.2% | 3,501 | $1.7M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -1.5% | 3,495 | $1.7M |
| Heritage Investment Group, Inc. | 0.25% | No change | 3,480 | $1.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,466 | $1.7M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +1.3% | 3,417 | $1.6M |
| Auxano Advisors, LLC | 0.32% | No change | 3,414 | $1.6M |
| NBT Bank, N.A. | 0.11% | Add +2.3% | 3,783 | $1.6M |
| Flputnam Investment Management Co. | 0.02% | Add +7.4% | 3,343 | $1.6M |
| FWG Holdings, LLC | 0.61% | No change | 3,281 | $1.6M |
| Cambridge Advisors Inc. | 0.31% | Reduce -12.3% | 3,336 | $1.6M |
| Cerro Pacific Wealth Advisors LLC | 0.43% | Reduce -0.1% | 3,327 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -12.7% | 3,323 | $1.6M |
| MidFirst Bank | 0.13% | — | 3,319 | $1.6M |
| Raab & Moskowitz Asset Management LLC | 0.35% | Reduce -1.1% | 3,318 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.1% | 3,314 | $1.6M |
| Resonant Capital Advisors, LLC | 0.09% | No change | 3,300 | $1.6M |
| Tompkins Financial Corp. | 0.12% | No change | 3,305 | $1.6M |
| Letson Investment Management, Inc. | 0.58% | Reduce -49.4% | 3,300 | $1.6M |
| Round Rock Advisors LLC | 0.24% | Add +0.5% | 3,265 | $1.6M |
| Fiscal Wisdom Wealth Management, LLC | 1.48% | Add +15.9% | 3,264 | $1.6M |
| Sovran Advisors, LLC | 0.13% | Add +121.2% | 3,158 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -6.4% | 3,239 | $1.6M |
| XML Financial, LLC | 0.13% | Reduce -1.3% | 3,227 | $1.6M |
| Bernicke Wealth Management, Ltd. | 0.20% | — | 3,204 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,200 | $1.5M |
| Odyssey Capital Advisors, Inc. | 1.36% | — | 3,192 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -13.0% | 3,185 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -49.5% | 3,131 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -3.1% | 3,094 | $1.5M |
| DGS Capital Management, LLC | 0.25% | Reduce -0.2% | 3,071 | $1.5M |
| McGuire Capital Advisors Inc. | 0.93% | — | 3,050 | $1.5M |
| High Net Worth Advisory Group LLC | 0.34% | Add +3.1% | 3,031 | $1.5M |
| Hapanowicz & Associates Financial Services, Inc | 0.57% | No change | 3,029 | $1.5M |
| Northern Capital Management, Inc. | 0.77% | No change | 3,023 | $1.5M |
| Fiduciary Wealth Partners, LLC | 0.59% | No change | 3,015 | $1.4M |
| Signaturefd, LLC | 0.02% | Reduce -0.9% | 3,006 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -0.3% | 3,005 | $1.4M |
| Jacobi Capital Management LLC | 0.08% | Reduce -2.0% | 3,003 | $1.4M |
| Park National Corp. | 0.04% | New | 3,000 | $1.4M |
| Uptick Partners, LLC | 0.31% | Reduce -4.4% | 2,989 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Add +9.3% | 2,984 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 2,984 | $1.4M |
| CRA Financial Services, LLC | 0.19% | Reduce -6.9% | 2,963 | $1.4M |
| Daymark Wealth Partners, LLC | 0.04% | Add +21.6% | 2,941 | $1.4M |
| Spring Capital Management, LLC | 0.71% | No change | 2,920 | $1.4M |
| Eagle Capital Management, LLC | 0.51% | No change | 2,915 | $1.4M |
| Apella Capital, LLC | 0.03% | Add +2.8% | 2,901 | $1.4M |
| Chokshi & Queen Wealth Advisors, Inc | 0.73% | Add +0.4% | 2,900 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.0% | 2,889 | $1.4M |
| Successful Portfolios LLC | 0.71% | Add +180.0% | 2,800 | $1.4M |
| Financial Life Planners | 0.99% | Add +0.3% | 2,882 | $1.4M |
| Daybright Advisory Services, Inc. | 0.37% | — | 2,862 | $1.4M |
| Aspen Capital Management, LLC | 0.34% | No change | 2,850 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -2.7% | 2,846 | $1.4M |
| Advisor Resource Council | 0.49% | New | 2,761 | $1.4M |
| First City Capital Management, Inc. | 0.72% | Add +0.0% | 2,836 | $1.4M |
| Eaton Financial Holdings Company, LLC | 0.37% | Reduce -12.3% | 2,833 | $1.4M |
| Lazard Asset Management LLC | 0.00% | No change | 2,827 | $1.4M |
| Sovereign Financial Group, Inc. | 0.24% | Add +5.7% | 2,826 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +6.8% | 2,817 | $1.4M |
| Stonebrook Private Inc. | 0.28% | Reduce -0.8% | 2,817 | $1.4M |
| Mgo One Seven LLC | 0.03% | Add +2.6% | 2,814 | $1.4M |
| Osbon Capital Management LLC | 1.26% | — | 2,801 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.2% | 2,801 | $1.3M |
| First PREMIER Bank | 0.31% | No change | 2,800 | $1.3M |
| Valley National Advisers Inc. | 0.19% | Reduce -0.6% | 2,798 | $1.3M |
| Kelman-Lazarov, Inc. | 0.19% | Add +0.4% | 2,777 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +1.6% | 2,764 | $1.3M |
| Bannerstone Capital Management, LLC | 1.27% | — | 2,761 | $1.3M |
| Tannin Capital LLC | 1.19% | — | 2,759 | $1.3M |
| American Alpha Advisors, LLC | 0.83% | Add +12.2% | 2,741 | $1.3M |
| TD Asset Management Inc | 0.00% | Reduce -25.3% | 2,726 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +2.3% | 2,715 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 2,662 | $1.3M |
| Godsey & Gibb, Inc. | 0.12% | Reduce -14.8% | 2,702 | $1.3M |
| HighPoint Advisor Group LLC | 0.03% | New | 2,699 | $1.3M |
| Activest Wealth Management | 0.24% | Add +7.7% | 2,673 | $1.3M |
| Fortune Financial Advisors, LLC | 0.86% | Reduce -3.5% | 2,660 | $1.3M |
| Acropolis Investment Management, LLC | 0.06% | Add +25.9% | 2,645 | $1.3M |
| Foronjy Financial LLC | 0.53% | Add +0.2% | 2,637 | $1.3M |
| Concord Wealth Partners | 0.16% | Add +6.1% | 2,633 | $1.3M |
| AlphaCore Capital LLC | 0.03% | Add +149.5% | 2,625 | $1.3M |
| SOL Capital Management CO | 0.11% | Add +8.4% | 2,629 | $1.3M |
| NWF Advisory Services Inc. | 0.14% | Add +0.4% | 2,624 | $1.3M |
| Caprock Group, LLC | 0.03% | Add +1.0% | 2,584 | $1.2M |
| GM Advisory Group, LLC | 0.05% | New | 2,589 | $1.2M |
| Hancock Whitney Corp. | 0.02% | No change | 2,589 | $1.2M |
| Samalin Investment Counsel, LLC | 0.44% | Add +8.5% | 2,588 | $1.2M |
| Cypress Wealth Services, LLC | 0.17% | Add +37.3% | 2,582 | $1.2M |
| Well Done, LLC | 0.18% | Reduce -0.2% | 2,569 | $1.2M |
| HBK Sorce Advisory LLC | 0.03% | No change | 2,459 | $1.2M |
| WBH Advisory Inc. | 0.09% | Add +8.6% | 2,563 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | Add +106.3% | 2,562 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +75.6% | 2,492 | $1.2M |
| Citizens & Northern Corp. | 0.30% | No change | 2,543 | $1.2M |
| CENTRAL TRUST Co | 0.02% | Reduce -2.4% | 2,543 | $1.2M |
| WESPAC Advisors, LLC | 0.66% | Reduce -3.4% | 2,529 | $1.2M |
| NCP Inc. | 0.98% | Add +16.1% | 2,528 | $1.2M |
| HSBC Holdings PLC | 0.00% | Reduce -53.8% | 2,525 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Add +31.7% | 2,521 | $1.2M |
| Redwood Family Wealth LLC | 1.20% | — | 2,520 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.9% | 2,518 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.2% | 2,513 | $1.2M |
| NFSG Corp | 0.19% | Reduce -9.8% | 2,504 | $1.2M |
| Glenmede Trust Co. NA | 0.01% | — | 2,503 | $1.2M |
| Gotham Asset Management | 0.00% | No change | 2,500 | $1.2M |
| First National Trust Co | 0.04% | No change | 2,497 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.9% | 2,495 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -0.5% | 2,492 | $1.2M |
| Duncan Williams Asset Management, LLC | 0.29% | Add +0.2% | 2,382 | $1.2M |
| QTR Family Wealth, LLC | 0.52% | Add +8.5% | 2,343 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.0% | 2,436 | $1.2M |
| Latitude Advisors, LLC | 0.52% | Add +2.5% | 2,436 | $1.2M |
| Rothschild Investment LLC | 0.06% | Add +2.1% | 2,435 | $1.2M |
| Verdence Capital Advisors LLC | 0.07% | Reduce -4.0% | 2,425 | $1.2M |
| Financial Alternatives, Inc | 0.67% | No change | 2,407 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Reduce -0.4% | 2,392 | $1.1M |
| KG Capital Management | 0.30% | Add +1.5% | 2,389 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -1.7% | 2,334 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Add +227.7% | 2,363 | $1.1M |
| Asset Allocation Strategies LLC | 0.21% | Reduce -6.3% | 2,353 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -2.7% | 2,346 | $1.1M |
| BTS Asset Management, Inc. | 1.52% | New | 2,338 | $1.1M |
| RPS Advisory Solutions LLC | 0.52% | Reduce -72.6% | 2,309 | $1.1M |
| Wealth Quarterback LLC | 0.39% | Reduce -88.5% | 2,265 | $1.1M |
| One Wealth Management Investment & Advisory Services, LLC | 1.18% | Add +0.1% | 2,256 | $1.1M |
| Selective Wealth Management, Inc. | 0.34% | Add +0.1% | 2,190 | $1.1M |
| Betterment LLC | 0.00% | Add +17.5% | 2,246 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +0.0% | 2,242 | $1.1M |
| Beacon Bank & Trust | 0.22% | No change | 2,236 | $1.1M |
| Zhang Financial LLC | 0.04% | No change | 2,233 | $1.1M |
| Imprint Wealth LLC | 5.00% | No change | 2,225 | $1.1M |
| Bitterroot Capital Advisors LLC | 0.73% | — | 2,219 | $1.1M |
| truNorth Financial Services, Inc. | 1.15% | — | 2,215 | $1.1M |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | Add +0.1% | 2,211 | $1.1M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 2,211 | $1.1M |
| Maxele Advisors, LLC | 0.86% | Reduce -0.8% | 2,206 | $1.1M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -0.6% | 2,205 | $1.1M |
| Romano Brothers and Company | 0.12% | Add +1.7% | 2,199 | $1.1M |
| Magnus Financial Group LLC | 0.08% | Reduce -2.5% | 2,191 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.2% | 2,186 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -0.3% | 2,185 | $1.1M |
| Midwest Trust Co | 0.01% | Reduce -1.8% | 2,182 | $1.0M |
| MinichMacGregor Wealth Management, LLC | 0.19% | Add +8.4% | 2,159 | $1.0M |
| Stone Wealth Partners | 0.92% | — | 2,146 | $1.0M |
| Bank of Hawaii | 0.05% | No change | 2,149 | $1.0M |
| Widmann Financial Services, Inc. | 0.63% | Reduce -9.3% | 2,138 | $1.0M |
| Rathbones Group PLC | 0.00% | Add +26.7% | 2,133 | $1.0M |
| Smartleaf Asset Management LLC | 0.04% | Add +4080.0% | 2,090 | $1.0M |
| Banta Asset Management LP | 0.92% | — | 2,094 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +0.3% | 2,093 | $1.0M |
| Pension & Wealth Management Advisors, Inc. | 0.30% | Reduce -24.5% | 2,092 | $1.0M |
| Quartz Partners, LLC | 0.37% | Reduce -1.5% | 2,090 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.37% | Reduce -0.6% | 2,083 | $1.0M |
| Allie Family Office LLC | 0.47% | No change | 2,078 | $1.0M |
| Bailard, Inc. | 0.02% | Reduce -4.6% | 2,080 | $1000K |
| Vise Technologies, Inc. | 0.02% | Add +236.3% | 2,078 | $999K |
| AIA Group Ltd | 0.01% | Reduce -98.3% | 2,065 | $992K |
| Boston Research & Management Inc. | 0.23% | Reduce -14.9% | 2,052 | $986K |
| Holderness Investments Co. | 0.20% | Add +3.9% | 2,046 | $983K |
| Gables Capital Management Inc. | 0.41% | Reduce -2.3% | 2,031 | $976K |
| Earned Wealth Advisors, LLC | 0.07% | Add +7.6% | 2,031 | $976K |
| Bawa N Mallick Trust | 0.36% | No change | 2,025 | $973K |
| Alta Wealth Advisors LLC | 0.32% | Reduce -40.0% | 2,019 | $970K |
| Clear Point Advisors Inc. | 0.75% | Reduce -12.3% | 2,017 | $969K |
| Drexel Morgan & Co. | 0.15% | No change | 2,000 | $961K |
| SIH Partners, LLLP | 0.06% | No change | 2,000 | $961K |
| Pegasus Asset Management, Inc. | 0.30% | Reduce -1.2% | 1,997 | $960K |
| Oxinas Partners, LLC | 0.46% | Reduce -3.4% | 1,984 | $954K |
| Coldstream Capital Management Inc. | 0.01% | Add +207.6% | 1,975 | $949K |
| United Bank | 0.12% | No change | 1,944 | $934K |
| First Trust Advisors LP | 0.00% | Add +17.2% | 1,938 | $931K |
| Guardian Asset Advisors, LLC | 0.48% | Reduce -0.8% | 1,916 | $921K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +0.1% | 1,874 | $918K |
| Motco | 0.08% | No change | 1,893 | $910K |
| Am Investment Strategies LLC | 0.19% | Add +0.1% | 1,889 | $908K |
| Duncker Streett & Co. Inc. | 0.16% | Add +0.1% | 1,872 | $900K |
| 180 Wealth Advisors, LLC | 0.10% | No change | 1,871 | $899K |
| Soundwatch Capital LLC | 0.14% | No change | 1,850 | $889K |
| Regal Investment Advisors LLC | 0.05% | Add +0.5% | 1,847 | $887K |
| Advanced Asset Management Advisors Inc | 0.24% | No change | 1,837 | $883K |
| Seven Mile Advisory | 0.15% | Add +51.2% | 1,834 | $881K |
| Vontobel Holding Ltd. | 0.00% | Add +5.7% | 1,826 | $878K |
| Global Financial Private Client, LLC | 0.31% | No change | 1,821 | $875K |
| Krilogy Financial LLC | 0.03% | Reduce -2.8% | 1,756 | $868K |
| Advisors Management Group Inc. | 0.16% | Reduce -2.0% | 1,794 | $862K |
| Peoples Bank | 0.86% | Reduce -0.2% | 1,786 | $858K |
| Farmers National Bank | 0.19% | No change | 1,769 | $850K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 1,767 | $849K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -32.6% | 1,763 | $847K |
| First Hawaiian Bank | 0.11% | No change | 1,762 | $847K |
| Franklin Resources Inc. | 0.00% | No change | 1,749 | $841K |
| Eagle Wealth Advisors LLC | 0.72% | — | 1,742 | $839K |
| Sound Income Strategies, LLC | 0.04% | Add +4.8% | 1,691 | $834K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 1,718 | $826K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $823K |
| New England Asset Management Inc. | 0.11% | Reduce -61.2% | 1,710 | $822K |
| Orrstown Financial Services Inc. | 0.14% | Reduce -3.7% | 1,708 | $821K |
| OMNI 360 Wealth, Inc. | 0.42% | No change | 1,667 | $819K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.8% | 1,699 | $816K |
| Founders Capital Management | 0.42% | Add +3.7% | 1,698 | $816K |
| Fagan Associates, Inc. | 0.11% | Reduce -1.5% | 1,683 | $809K |
| Fortitude Family Office, LLC | 0.19% | Reduce -3.7% | 1,683 | $809K |
| Argentarii, LLC | 0.26% | Add +0.3% | 1,676 | $805K |
| Tyche Wealth Partners LLC | 0.13% | Add +186.3% | 1,675 | $805K |
| Guardian Capital, LLC | 0.72% | — | 1,665 | $800K |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.2% | 1,664 | $800K |
| Gilpin Wealth Management, LLC | 0.63% | — | 1,664 | $800K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.7% | 1,653 | $794K |
| Glenview Trust Co | 0.01% | Add +219.4% | 1,632 | $784K |
| Marks Group Wealth Management, Inc | 0.07% | No change | 1,623 | $780K |
| Milestones Private Investment Advisors LLC | 0.53% | Add +1.3% | 1,613 | $775K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.27% | Add +821.8% | 1,604 | $772K |
| First Financial Corp. | 0.29% | Add +6.3% | 1,605 | $771K |
| True North Advisors, LLC | 0.10% | Reduce -23.9% | 1,605 | $771K |
| Financial Futures Ltd Liability Co. | 0.36% | Reduce -0.3% | 1,603 | $770K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,591 | $765K |
| Sterling Investment Counsel, LLC | 0.22% | Reduce -1.3% | 1,584 | $761K |
| Centurion Wealth Management LLC | 0.17% | Reduce -5.9% | 1,579 | $759K |
| HCR Wealth Advisors | 0.08% | No change | 1,578 | $758K |
| Fogel Capital Management, Inc. | 0.35% | Reduce -2.7% | 1,568 | $754K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +20.2% | 1,567 | $753K |
| Arkos Global Advisors | 0.10% | No change | 1,564 | $752K |
| Russell Investments Group, Ltd. | 0.00% | Add +54.8% | 1,563 | $751K |
| Calton & Associates, Inc. | 0.11% | Add +146.8% | 1,557 | $748K |
| Huntleigh Advisors, Inc. | 0.13% | Add +2.8% | 1,557 | $748K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.6% | 1,556 | $748K |
| Financial Planning Hawaii, Inc. | 0.43% | — | 1,553 | $746K |
| Argent Trust Co | 0.03% | Add +20.7% | 1,546 | $743K |
| Roehl & Yi Investment Advisors, LLC | 0.30% | No change | 1,545 | $742K |
| Eagle Rock Investment Company, LLC | 0.10% | No change | 1,525 | $733K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -5.2% | 1,515 | $728K |
| Toronto Dominion Bank | 0.00% | Reduce -29.6% | 1,514 | $728K |
| Capital Asset Managemnet, LLC | 0.81% | — | 1,513 | $727K |
| Aventura Private Wealth, LLC | 0.26% | No change | 1,508 | $725K |
| ING Groep NV | 0.00% | Add +8.7% | 1,507 | $724K |
| JDM Financial Group LLC | 0.28% | No change | 1,505 | $723K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $722K |
| Arwa LLC | 0.42% | — | 1,500 | $721K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -1.0% | 1,495 | $720K |
| Dumont & Blake Investment Advisors LLC | 0.17% | Reduce -1.9% | 1,497 | $719K |
| Sage Capital Advisors,llc | 0.17% | Add +0.4% | 1,495 | $719K |
| D.B. Root & Company, LLC | 0.17% | No change | 1,493 | $717K |
| Claro Advisors Inc. | 0.10% | No change | 1,482 | $712K |
| Denver Wealth Management, Inc. | 0.25% | Reduce -2.0% | 1,477 | $710K |
| Clark Asset Management, LLC | 0.07% | No change | 1,475 | $709K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -5.1% | 1,472 | $707K |
| Cim, LLC | 0.09% | No change | 1,468 | $705K |
| Meritage Portfolio Management | 0.05% | No change | 1,460 | $702K |
| Mutual Advisors, LLC | 0.01% | Add +6.5% | 1,453 | $698K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 1,447 | $697K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Reduce -21.3% | 1,438 | $691K |
| Howard Wealth Management, LLC | 0.30% | Reduce -9.2% | 1,436 | $691K |
| Fidelity D & D Bancorp Inc. | 0.30% | No change | 1,431 | $688K |
| Eldridge Investment Advisors, Inc. | 0.15% | No change | 1,430 | $687K |
| Peak Planning Group, LLC | 0.19% | Reduce -0.4% | 1,429 | $687K |
| Burns J W & Co. Inc. | 0.08% | Reduce -4.7% | 1,423 | $684K |
| USA Financial Formulas | 0.12% | Reduce -5.5% | 1,419 | $682K |
| Schneider Downs Wealth Management Advisors, LP | 0.08% | Reduce -2.9% | 1,419 | $682K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,409 | $677K |
| Financial Guidance Group, Inc. | 0.28% | No change | 1,406 | $676K |
| Geneos Wealth Management Inc. | 0.02% | No change | 1,406 | $676K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +0.6% | 1,404 | $675K |
| First Western Trust Bank | 0.03% | New | 1,400 | $673K |
| Pasadena Private Wealth, LLC | 0.09% | Reduce -3.5% | 1,392 | $669K |
| Cfo Capital Management LLC | 0.50% | — | 1,387 | $667K |
| Pacific Financial Group Inc. | 0.37% | Reduce -34.1% | 1,386 | $666K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -58.1% | 1,378 | $662K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.1% | 1,378 | $662K |
| Powers Advisory Group, LLC | 0.25% | No change | 1,371 | $659K |
| Thoma Capital Management LLC | 0.38% | No change | 1,370 | $658K |
| Lanark Financial, Inc. | 0.05% | Reduce -12.9% | 1,368 | $658K |
| Weaver Consulting Group | 0.16% | No change | 1,366 | $656K |
| Hobbs Group Advisors, LLC | 0.20% | Add +0.4% | 1,365 | $656K |
| Innovative Wealth Building LLC | 0.48% | Add +0.4% | 1,364 | $655K |
| Trust Co. of Vermont | 0.03% | No change | 1,358 | $653K |
| Vaughan David Investments LLC | 0.01% | No change | 1,355 | $651K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,352 | $650K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -2.8% | 1,351 | $649K |
| Carnegie Investment Counsel | 0.01% | Add +0.8% | 1,348 | $648K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $642K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $642K |
| American Trust | 0.05% | Reduce -1.9% | 1,321 | $635K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -89.0% | 1,318 | $634K |
| Aberdeen Group plc | 0.00% | New | 1,316 | $632K |
| Howe & Rusling Inc. | 0.04% | Add +11.5% | 1,313 | $631K |
| Keystone Wealth Services, LLC | 0.13% | Add +27.7% | 1,309 | $629K |
| Bensler, LLC | 0.06% | Reduce -19.0% | 1,307 | $628K |
| Hoxton Planning & Management, LLC | 0.19% | No change | 1,300 | $625K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.1% | 1,296 | $623K |
| Stonebridge Financial Group, LLC | 0.05% | Add +1.3% | 1,291 | $620K |
| Appleton Partners Inc. | 0.04% | No change | 1,289 | $619K |
| Olistico Wealth, LLC | 0.30% | No change | 1,284 | $617K |
| Guidance Point Advisors, LLC | 0.15% | Add +1.7% | 1,278 | $616K |
| Eastern Bank | 0.01% | Reduce -2.3% | 1,261 | $606K |
| LWM Advisory Services, LLC | 0.35% | Add +0.1% | 1,254 | $603K |
| Watchman Group, Inc. | 0.14% | No change | 1,250 | $601K |
| LJI Wealth Management, LLC | 0.09% | No change | 1,250 | $601K |
| SkyOak Wealth, LLC | 0.11% | Reduce -5.1% | 1,249 | $600K |
| Opinicus Capital, Inc. | 0.42% | Add +0.7% | 1,246 | $599K |
| Continuum Advisory, LLC | 0.06% | Reduce -6.5% | 1,245 | $598K |
| Diversified Enterprises, LLC | 0.04% | Reduce -0.2% | 1,240 | $596K |
| Two Sigma Securities, LLC | 0.08% | Reduce -58.7% | 1,233 | $593K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -7.8% | 1,222 | $587K |
| Nottingham Advisors, Inc. | 0.08% | No change | 1,220 | $586K |
| BIP Wealth, LLC | 0.02% | No change | 1,220 | $586K |
| Integrity Advisory Solutions, LLC | 0.08% | Add +16.9% | 1,219 | $586K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -3.3% | 1,215 | $584K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 1,209 | $581K |
| Ipswich Investment Management Co., Inc. | 0.13% | No change | 1,201 | $577K |
| Private Capital Management, LLC | 0.05% | No change | 1,200 | $577K |
| Wiser Advisor Group LLC | 0.65% | Add +28.8% | 1,189 | $571K |
| Riverbend Wealth Management, LLC | 0.36% | Add +0.2% | 1,188 | $571K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -7.4% | 1,185 | $570K |
| Kaydan Wealth Management, Inc. | 0.16% | No change | 1,184 | $569K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $567K |
| Shrier Wealth Management, LLC | 0.23% | — | 1,179 | $567K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 1,155 | $566K |
| Banco BTG Pactual S.A. | 0.10% | Add +4.5% | 1,173 | $564K |
| Sentinel Wealth Management, Inc. | 0.47% | No change | 1,170 | $563K |
| TBH Global Asset Management, LLC | 0.09% | Add +2.5% | 1,170 | $562K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,168 | $561K |
| Van Den Berg Management I, Inc. | 0.13% | Add +161.3% | 1,160 | $557K |
| Lighthouse Financial Services Inc. | 0.13% | — | 1,155 | $555K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $555K |
| Okabena Investment Services Inc. | 0.11% | No change | 1,150 | $553K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 1,150 | $553K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.11% | No change | 1,147 | $552K |
| Tactive Advisors, LLC | 0.16% | Add +0.1% | 1,145 | $550K |
| Global Assets Advisory, LLC | 0.16% | Add +2.0% | 1,143 | $549K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 1,139 | $549K |
| Enzi Wealth | 0.19% | Reduce -12.3% | 1,110 | $546K |
| Crestwood Advisors Group, LLC | 0.01% | Add +3.0% | 1,132 | $544K |
| Destination Wealth Management | 0.01% | Reduce -24.8% | 1,127 | $542K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -2.2% | 1,116 | $540K |
| JT Stratford LLC | 0.07% | Reduce -8.0% | 1,123 | $540K |
| Forum Financial Management, LP | 0.01% | Add +23.9% | 1,123 | $540K |
| St Germain D J Co. Inc. | 0.02% | Add +506.5% | 1,122 | $539K |
| Sandy Cove Advisors, LLC | 0.16% | Add +0.5% | 1,121 | $539K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.1% | 1,121 | $539K |
| Delta Capital Management LLC | 0.31% | No change | 1,120 | $538K |
| Ring Mountain Capital, LLC | 0.28% | Reduce -4.0% | 1,091 | $538K |
| National Philanthropic Trust | 0.01% | No change | 1,118 | $537K |
| Compass Planning Associates Inc | 0.37% | No change | 1,116 | $536K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -1.6% | 1,104 | $531K |
| Root Financial Partners, LLC | 0.03% | Add +0.2% | 1,102 | $530K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $529K |
| Laffer Tengler Investments, Inc. | 0.09% | New | 1,096 | $527K |
| Kellett Wealth Advisors, LLC | 0.30% | Add +14.3% | 1,094 | $526K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 1,091 | $524K |
| Sage Financial Group Inc. | 0.03% | Add +44.3% | 1,082 | $520K |
| Redwood Financial Network Corp | 0.33% | Reduce -3.0% | 1,081 | $520K |
| Warner Financial, Inc. | 0.18% | Add +0.2% | 1,081 | $519K |
| Athena Investment Management | 0.27% | No change | 1,078 | $518K |
| Boyd Watterson Asset Management LLC | 0.15% | No change | 1,073 | $516K |
| McGuire Investment Group, LLC | 0.06% | Reduce -1.2% | 1,070 | $514K |
| Meeder Advisory Services, Inc. | 0.02% | Add +19.8% | 1,070 | $514K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $512K |
| Murphy & Mullick Capital Management Corp | 0.37% | Add +2.9% | 1,064 | $511K |
| Diversified Trust Co. | 0.01% | No change | 1,053 | $507K |
| Greenleaf Trust | 0.00% | Reduce -3.9% | 1,053 | $506K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,052 | $506K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Reduce -1.7% | 1,044 | $502K |
| Traction Financial Partners, LLC | 0.30% | Reduce -0.9% | 1,043 | $501K |
| Vista Capital Partners, Inc. | 0.05% | Add +52.0% | 1,040 | $500K |
| Investment Partners Asset Management, Inc. | 0.31% | No change | 1,034 | $497K |
| Red Door Wealth Management, LLC | 0.05% | Add +0.1% | 1,031 | $495K |
| Aprio Wealth Management, LLC | 0.03% | Add +4.5% | 1,030 | $495K |
| Bradley & Co. Private Wealth Management, LLC | 0.26% | Add +2.8% | 1,028 | $494K |
| Rosenblum Silverman Sutton S F Inc. | 0.11% | Reduce -0.5% | 1,024 | $492K |
| Mattern Wealth Management LLC | 0.09% | Reduce -5.5% | 1,024 | $492K |
| Grantvest Financial Group LLC | 0.32% | Reduce -11.3% | 1,023 | $492K |
| Capital Advisors Inc. | 0.01% | Reduce -38.7% | 1,023 | $492K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $491K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -53.0% | 1,021 | $491K |
| Campbell Deegan Wealth Management, LLC | 0.40% | Add +0.2% | 1,021 | $491K |
| Horizon Wealth Management, LLC | 0.08% | Reduce -38.7% | 1,019 | $490K |
| Hegarty Advisors, LLC | 0.42% | — | 1,018 | $489K |
| Innova Wealth Partners | 0.25% | Add +16.1% | 1,017 | $489K |
| Kanawha Capital Management LLC | 0.03% | Reduce -0.4% | 1,016 | $488K |
| Freestate Advisors LLC | 0.40% | Add +0.4% | 1,015 | $488K |
| Bluesphere Advisors LLC | 0.22% | Reduce -2.4% | 1,015 | $488K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,011 | $486K |
| Sather Financial Group Inc | 0.03% | Add +70.3% | 1,005 | $483K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,002 | $482K |
| Calamos Wealth Management LLC | 0.02% | No change | 1,001 | $481K |
| Chesley Taft & Associates LLC | 0.02% | No change | 1,000 | $481K |
| Parallel Advisors, LLC | 0.01% | Add +1.6% | 998 | $480K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | No change | 996 | $479K |
| Capstone Wealth Management, Inc. | 0.42% | — | 994 | $478K |
| Spinnaker Trust | 0.03% | No change | 992 | $477K |
| Plancorp, LLC | 0.01% | Add +0.4% | 992 | $477K |
| Cane Capital Partners, LLC | 0.20% | — | 991 | $476K |
| DSG Capital Advisors, LLC | 0.07% | Reduce -22.0% | 963 | $476K |
| Agf Management Ltd. | 0.00% | Reduce -1.5% | 990 | $476K |
| Vista Investment Partners LLC | 0.12% | No change | 983 | $472K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | New | 976 | $471K |
| Diversify Advisory Services, LLC | 0.01% | New | 952 | $470K |
| Alteri Wealth LLC | 0.15% | Add +0.5% | 965 | $464K |
| Element Wealth, LLC | 0.19% | Reduce -1.0% | 955 | $459K |
| Sierra Capital LLC | 0.05% | No change | 955 | $459K |
| GenTrust, LLC | 0.02% | Reduce -5.3% | 948 | $457K |
| Crewe Advisors LLC | 0.04% | Reduce -16.9% | 947 | $455K |
| Value Investment Professionals, LLC | 0.48% | — | 947 | $455K |
| GatePass Capital, LLC | 0.24% | No change | 942 | $453K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -5.6% | 934 | $449K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.6% | 934 | $449K |
| Savvy Advisors, Inc. | 0.01% | New | 933 | $449K |
| QRG Capital Management, Inc. | 0.01% | Add +30.5% | 932 | $448K |
| Revisor Wealth Management LLC | 0.12% | Reduce -8.1% | 906 | $447K |
| Mather Group, Llc. | 0.00% | No change | 929 | $446K |
| PGIM Custom Harvest LLC | 0.01% | New | 928 | $446K |
| W Advisors, LLC | 0.22% | No change | 925 | $445K |
| Armbruster Capital Management, Inc. | 0.07% | Reduce -81.8% | 923 | $444K |
| CGN Advisors LLC | 0.04% | No change | 920 | $442K |
| Prosperity Consulting Group, LLC | 0.02% | Add +10.7% | 919 | $442K |
| Aspiriant, LLC | 0.01% | Add +21.0% | 917 | $441K |
| Victrix Investment Advisors | 0.17% | New | 916 | $440K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $438K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.6% | 901 | $433K |
| Dale Q Rice Investment Management Ltd | 0.31% | Reduce -13.3% | 898 | $432K |
| Eagle Strategies LLC | 0.06% | Reduce -5.3% | 896 | $431K |
| Norden Group LLC | 0.04% | New | 891 | $428K |
| One Capital Management, LLC | 0.01% | No change | 890 | $428K |
| Cornerstone Advisory, LLC | 0.04% | No change | 890 | $428K |
| Winthrop Advisory Group LLC | 0.04% | Add +0.7% | 888 | $427K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.5% | 868 | $427K |
| HBW Advisory Services LLC | 0.05% | Reduce -41.3% | 884 | $425K |
| Bernardo Wealth Planning LLC | 0.08% | Add +104.4% | 881 | $424K |
| Spectrum Planning & Advisory Services Inc. | 0.22% | Add +9.8% | 881 | $423K |
| Meridian Management Co. | 0.10% | No change | 877 | $421K |
| Granite Bay Wealth Management, LLC | 0.10% | No change | 876 | $421K |
| Kapstone Financial Advisors LLC | 0.21% | No change | 869 | $418K |
| Patten & Patten Inc. | 0.02% | No change | 866 | $416K |
| CPC Advisors, LLC | 0.04% | Add +5.3% | 862 | $414K |
| Davidson Capital Management Inc. | 0.09% | No change | 862 | $414K |
| Empirical Asset Management, LLC | 0.12% | Reduce -4.3% | 861 | $414K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +1.5% | 860 | $413K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | Reduce -2.3% | 858 | $412K |
| Granite FO LLC | 0.22% | No change | 855 | $411K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -23.4% | 850 | $408K |
| BlackDiamond Wealth Management, LLC | 0.20% | Reduce -8.7% | 814 | $408K |
| M3 Advisory Group, LLC | 0.25% | Reduce -2.2% | 848 | $408K |
| Freedom Financial Partners LLC | 0.15% | Add +0.1% | 846 | $407K |
| Pacific Sun Financial Corp | 0.20% | Reduce -0.1% | 844 | $406K |
| Assetmark, Inc. | 0.00% | Add +3.6% | 844 | $406K |
| SVB Wealth LLC | 0.02% | No change | 840 | $404K |
| Unique Wealth Strategies, LLC | 0.16% | Add +0.1% | 836 | $402K |
| Leeward Financial Partners, LLC | 0.11% | Reduce -7.8% | 834 | $401K |
| KFG Wealth Management, LLC | 0.05% | No change | 834 | $401K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 834 | $401K |
| Highline Wealth Partners LLC | 0.11% | Reduce -0.7% | 834 | $401K |
| Floyd Financial Group LLC | 0.27% | No change | 807 | $400K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -8.3% | 823 | $396K |
| First Manhattan Co. Llc. | 0.00% | Add +2.6% | 821 | $395K |
| Bokf, NA | 0.01% | No change | 815 | $392K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 813 | $391K |
| Alpha Advisors, LLC | 0.30% | No change | 808 | $388K |
| Peak Asset Management, LLC | 0.07% | No change | 808 | $388K |
| Advisors Capital Management, LLC | 0.00% | Add +16.0% | 805 | $387K |
| Smithfield Trust Co | 0.02% | No change | 805 | $387K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -20.4% | 802 | $386K |
| Fiduciary Financial Group, LLC | 0.05% | Add +9.3% | 803 | $386K |
| RIA Advisory Group LLC | 0.09% | Reduce -3.0% | 801 | $385K |
| WealthShield Partners, LLC | 0.04% | No change | 801 | $385K |
| Marshall Financial Group, LLC | 0.07% | No change | 795 | $382K |
| Prosperity Planning, Inc. | 0.14% | Reduce -1.2% | 794 | $382K |
| Waldron Private Wealth LLC | 0.02% | Reduce -9.5% | 794 | $382K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 791 | $380K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +14.7% | 786 | $378K |
| Adkins Seale Capital Management LLC | 0.37% | — | 785 | $377K |
| Pacific Center for Financial Services | 0.10% | No change | 813 | $377K |
| Parisi Gray Wealth Management | 0.09% | Add +0.1% | 782 | $376K |
| Smith Thornton Advisors LLC | 0.19% | No change | 779 | $374K |
| Vanguard Group Inc. | 0.00% | Add +4.9% | 776 | $373K |
| First Citizens Financial Corp | 0.18% | No change | 775 | $372K |
| Ingalls & Snyder LLC | 0.01% | Add +14.9% | 772 | $371K |
| Aspire Capital Advisors LLC | 0.09% | Add +16.5% | 769 | $369K |
| Fisher Asset Management | 0.00% | Add +21.9% | 767 | $369K |
| Wealthspan Partners, LLC | 0.13% | Reduce -2.2% | 767 | $369K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 760 | $368K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Add +19.0% | 764 | $367K |
| Evermay Wealth Management LLC | 0.04% | No change | 761 | $366K |
| Lakeshore Capital Group, Inc. | 0.29% | Add +0.3% | 761 | $366K |
| Ranch Capital Advisors Inc. | 0.13% | No change | 760 | $365K |
| Wealthcare Capital Management LLC | 0.04% | No change | 759 | $365K |
| Slagle Financial, LLC | 0.13% | Add +36.3% | 758 | $364K |
| Gambit Capital Management, LLC | 0.26% | — | 755 | $363K |
| Sonata Capital Group Inc. | 0.13% | New | 750 | $360K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 748 | $359K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $359K |
| Schrum Private Wealth Management LLC | 0.27% | Add +0.3% | 747 | $359K |
| PCG Wealth Advisors, LLC | 0.10% | Reduce -30.2% | 745 | $358K |
| Ridgecrest Wealth Partners, LLC | 0.19% | No change | 744 | $358K |
| Atlas Legacy Advisors, LLC | 0.06% | No change | 743 | $357K |
| Ellerson Group Inc. | 0.24% | No change | 740 | $356K |
| HM Payson & Co. | 0.01% | No change | 740 | $356K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -37.1% | 739 | $355K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 733 | $352K |
| Keebeck Wealth Management | 0.04% | No change | 730 | $352K |
| Chemistry Wealth Management LLC | 0.07% | No change | 730 | $351K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 730 | $351K |
| Accelerate Investment Advisors LLC | 0.24% | Add +0.4% | 729 | $350K |
| Warwick Investment Management, Inc. | 0.05% | Add +0.1% | 729 | $350K |
| World Equity Group, Inc. | 0.10% | Reduce -0.1% | 724 | $348K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -25.6% | 723 | $348K |
| JB Capital LLC | 0.01% | Add +7.6% | 723 | $348K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -17.2% | 720 | $346K |
| Coastal Bridge Advisors, LLC | 0.03% | No change | 719 | $346K |
| Atlantic Union Bankshares Corp | 0.01% | Add +5.1% | 717 | $345K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.0% | 717 | $345K |
| Strategic Advisory Partners, LLC | 0.29% | — | 715 | $344K |
| High Note Wealth, LLC | 0.07% | No change | 715 | $344K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.3% | 713 | $343K |
| Banco Santander, S.A. | 0.00% | Reduce -83.4% | 713 | $343K |
| Boreal Capital Management LLC | 0.31% | No change | 710 | $342K |
| Wedmont Private Capital | 0.01% | Reduce -3.6% | 696 | $341K |
| Signal Advisors Wealth, LLC | 0.03% | Add +11.7% | 709 | $341K |
| Monument Capital Management | 0.08% | Reduce -4.7% | 707 | $340K |
| First National Bank Sioux Falls | 0.10% | No change | 705 | $339K |
| Gryphon Financial Partners LLC | 0.04% | No change | 704 | $338K |
| Ignite Planners, LLC | 0.05% | New | 691 | $338K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 701 | $337K |
| Narus Financial Partners, LLC | 0.09% | Reduce -26.3% | 700 | $336K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $336K |
| Sequent Asset Management, LLC | 0.15% | Add +55.6% | 700 | $336K |
| Annandale Capital, LLC | 0.05% | No change | 698 | $335K |
| Francis Financial, Inc. | 0.07% | No change | 691 | $332K |
| ShankerValleau Wealth Advisors, Inc. | 0.09% | No change | 690 | $332K |
| Richards, Merrill & Peterson, Inc. | 0.13% | Add +8.3% | 688 | $331K |
| Aldebaran Financial Inc. | 0.31% | Reduce -1.4% | 683 | $330K |
| Empower Advisory Group, LLC | 0.00% | Reduce -19.6% | 687 | $330K |
| SoundView Advisors Inc. | 0.12% | No change | 689 | $330K |
| Ellis Investment Partners, LLC | 0.06% | Add +0.1% | 684 | $329K |
| Front Row Advisors LLC | 0.11% | No change | 680 | $327K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -11.8% | 678 | $326K |
| KFA Private Wealth Group, LLC | 0.08% | New | 677 | $325K |
| Sherman Wealth Management LLC | 0.28% | — | 674 | $324K |
| HHM Wealth Advisors, LLC | 0.04% | Add +97.4% | 673 | $323K |
| Appalachian Capital Management Ltd | 0.26% | — | 672 | $323K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -9.2% | 670 | $322K |
| Moneco Advisors, LLC | 0.03% | No change | 670 | $322K |
| Miramontes Capital, LLC | 0.11% | — | 669 | $322K |
| Private Client Services, LLC | 0.10% | Add +8.1% | 667 | $321K |
| Golden Reserve Retirement LLC | 0.06% | New | 667 | $321K |
| Weil Company, Inc. | 0.07% | No change | 666 | $320K |
| Dunhill Financial, LLC | 0.10% | No change | 658 | $316K |
| Smith Salley Wealth Management | 0.02% | No change | 655 | $315K |
| Curat Global, LLC | 0.35% | No change | 654 | $314K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +0.1% | 654 | $314K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | No change | 653 | $314K |
| Vigilare Wealth Management | 0.11% | Add +0.1% | 653 | $314K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.1% | 650 | $312K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $312K |
| Councilmark Asset Management, LLC | 0.17% | No change | 650 | $312K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.0% | 650 | $312K |
| One Charles Private Wealth Services, LLC | 0.08% | New | 646 | $310K |
| Kavar Capital Partners Group, LLC | 0.04% | Reduce -10.4% | 646 | $310K |
| Stevens Capital Partners | 0.08% | Add +1.9% | 645 | $310K |
| Moseley Investment Management Inc. | 0.10% | Reduce -2.3% | 645 | $310K |
| Neumann Capital Management, LLC | 0.09% | No change | 642 | $309K |
| Main Street Research LLC | 0.02% | No change | 640 | $308K |
| NorthRock Partners, LLC | 0.01% | Reduce -40.6% | 640 | $308K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | New | 640 | $308K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $307K |
| Washington Trust Advisors, Inc. | 0.02% | Add +0.5% | 637 | $306K |
| Goldstone Financial Group, LLC | 0.03% | Add +18.2% | 637 | $306K |
| Nadler Financial Group, Inc. | 0.03% | No change | 636 | $306K |
| PCG Asset Management, LLC | 0.24% | Reduce -0.5% | 633 | $305K |
| BNC Wealth Management, LLC | 0.08% | No change | 634 | $305K |
| Prostatis Group LLC | 0.07% | Reduce -29.0% | 634 | $305K |
| Bedell Frazier Investment Counselling, LLC | 0.06% | Reduce -10.6% | 634 | $305K |
| Black Diamond Financial, LLC | 0.03% | Add +0.5% | 632 | $304K |
| Clear Trail Advisors, LLC | 0.07% | — | 629 | $302K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 629 | $302K |
| Accredited Investors Inc. | 0.02% | No change | 628 | $302K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 625 | $300K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 620 | $298K |
| Beacon Investment Advisors LLC | 0.12% | Add +0.3% | 618 | $297K |
| Financial Management Professionals, Inc. | 0.03% | No change | 614 | $296K |
| Wingate Wealth Advisors, Inc. | 0.16% | Add +0.3% | 614 | $295K |
| Retirement Planning Group, LLC / NY | 0.20% | Add +0.5% | 612 | $295K |
| Excalibur Management Corp. | 0.11% | No change | 612 | $294K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -1.0% | 612 | $294K |
| Avalon Capital Management | 0.07% | No change | 611 | $294K |
| Whitcomb & Hess, Inc. | 0.07% | No change | 597 | $294K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 609 | $293K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 608 | $292K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 608 | $292K |
| Selby Wealth Management, LLC | 0.12% | — | 608 | $292K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $289K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -9.9% | 601 | $289K |
| Rhodes Investment Advisors Inc. | 0.23% | — | 600 | $288K |
| Heritage Family Offices, LLP | 0.13% | No change | 600 | $288K |
| Heritage Wealth Advisors | 0.01% | No change | 600 | $288K |
| Signet Private Wealth LLC | 0.28% | — | 599 | $288K |
| Harbor Group, Inc. | 0.04% | Add +0.5% | 599 | $288K |
| Obermeyer Wealth Partners | 0.01% | Reduce -1.8% | 596 | $286K |
| ADG Wealth Management Group, LLC | 0.22% | Add +0.5% | 596 | $286K |
| Quest 10 Wealth Builders, Inc. | 0.26% | Reduce -0.2% | 595 | $286K |
| Bfsg, LLC | 0.03% | Reduce -4.8% | 594 | $285K |
| PDS Planning, Inc | 0.02% | No change | 593 | $285K |
| San Luis Wealth Advisors LLC | 0.05% | Add +8.2% | 592 | $285K |
| Atlantic Private Wealth, LLC | 0.18% | Reduce -11.0% | 592 | $285K |
| Summit Trail Advisors, LLC | 0.00% | No change | 590 | $284K |
| Sjbenen Advisory, LLC | 0.29% | — | 590 | $284K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $284K |
| JBR Co Financial Management Inc | 0.12% | Add +13.3% | 589 | $283K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -4.1% | 585 | $282K |
| Fort Point Capital Partners LLC | 0.03% | No change | 569 | $281K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 585 | $281K |
| City Holding Co. | 0.03% | Add +1.6% | 584 | $281K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Reduce -33.8% | 575 | $279K |
| PVG Asset Management Corp. | 0.59% | New | 576 | $277K |
| Meridian Financial Advisors, LLC | 0.15% | No change | 575 | $276K |
| Independent Advisor Alliance | 0.01% | Reduce -4.5% | 575 | $276K |
| Dakota Wealth Management | 0.00% | New | 574 | $276K |
| Sax Wealth Advisors, LLC | 0.01% | Add +1.8% | 571 | $275K |
| Revolve Wealth Partners, LLC | 0.03% | Add +0.3% | 570 | $274K |
| Liberty Wealth Management LLC | 0.04% | Add +0.2% | 570 | $274K |
| Key Financial Inc | 0.05% | Reduce -14.3% | 567 | $272K |
| Centennial Wealth Advisory LLC | 0.07% | Add +11.6% | 566 | $272K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 566 | $272K |
| Advyzon Investment Management, LLC | 0.03% | New | 566 | $272K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 566 | $272K |
| Fairvoy Private Wealth, LLC | 0.06% | No change | 566 | $272K |
| 55 North Private Wealth, LLC | 0.07% | — | 565 | $272K |
| Maltin Wealth Management, Inc. | 0.11% | No change | 564 | $271K |
| Tull Financial Group, Inc. | 0.12% | Add +0.2% | 563 | $270K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 562 | $270K |
| Mystic Asset Management, Inc. | 0.06% | Add +1.8% | 562 | $270K |
| Shared Vision Wealth Group LLC | 0.11% | No change | 545 | $269K |
| Citizens National Bank Trust Department | 0.05% | No change | 560 | $269K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 560 | $269K |
| Inspire Advisors, LLC | 0.02% | Add +0.7% | 557 | $268K |
| Westside Investment Management, Inc. | 0.04% | Reduce -5.1% | 555 | $267K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 552 | $266K |
| Peak Wealth Management LLC | 0.22% | — | 552 | $265K |
| Topsail Wealth Management, LLC | 0.04% | No change | 550 | $265K |
| Rockingstone Advisors LLC | 0.12% | New | 550 | $264K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $264K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $264K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -4.2% | 549 | $264K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -8.6% | 543 | $261K |
| Principle Wealth Partners LLC | 0.01% | Reduce -14.6% | 540 | $260K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.2% | 524 | $259K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 538 | $259K |
| Northstar Group, Inc. | 0.04% | New | 534 | $257K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | Reduce -4.1% | 533 | $256K |
| ZWJ Investment Counsel Inc. | 0.01% | Reduce -79.6% | 530 | $255K |
| Brand Asset Management Group, Inc. | 0.07% | Add +1.1% | 526 | $253K |
| Global Trust Wealth Management LLC | 0.19% | — | 525 | $252K |
| North Star Investment Management Corp. | 0.02% | Reduce -30.5% | 525 | $252K |
| Rockland Trust Co. | 0.01% | No change | 525 | $252K |
| Financial Management Network Inc. | 0.04% | Add +0.4% | 520 | $251K |
| Elite Life Management LLC | 0.41% | No change | 500 | $251K |
| Anchyra Partners LLC | 0.08% | — | 520 | $250K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.4% | 509 | $250K |
| Hantz Financial Services, Inc. | 0.00% | No change | 518 | $249K |
| Spirepoint Private Client, LLC | 0.02% | Reduce -8.8% | 517 | $248K |
| Blue Fin Capital, Inc. | 0.04% | No change | 515 | $247K |
| 4WEALTH Advisors, Inc. | 0.21% | Reduce -7.9% | 513 | $247K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 510 | $245K |
| CIBC Asset Management Inc | 0.00% | New | 510 | $245K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.4% | 509 | $245K |
| FineMark National Bank & Trust | 0.01% | New | 509 | $245K |
| Basepoint Wealth LLC | 0.15% | No change | 508 | $244K |
| Great Diamond Partners, LLC | 0.05% | Add +0.6% | 507 | $243K |
| Tandem Capital Management Corp. | 0.11% | No change | 505 | $243K |
| Wisconsin Wealth Advisors, LLC | 0.24% | Add +0.2% | 505 | $243K |
| Fiducient Advisors LLC | 0.03% | New | 503 | $242K |
| Howard Capital Management, LLC | 0.00% | Add +14.0% | 504 | $242K |
| Moment Partners, LLC | 0.05% | No change | 502 | $242K |
| Axecap Investments, LLC | 0.15% | No change | 501 | $241K |
| Indivisible Partners | 0.03% | — | 501 | $241K |
| Primoris Wealth Advisors, LLC | 0.14% | No change | 500 | $240K |
| Team Financial Group, LLC | 0.11% | New | 500 | $240K |
| Ping Capital Management, Inc. | 0.10% | No change | 500 | $240K |
| Portland Global Advisors LLC | 0.03% | No change | 500 | $240K |
| GAMCO Investors | 0.00% | No change | 500 | $240K |
| 1832 Asset Management L.P. | 0.00% | New | 500 | $240K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 500 | $240K |
| Vestor Capital, LLC | 0.02% | Reduce -9.2% | 454 | $240K |
| Clarity Financial LLC | 0.02% | New | 499 | $240K |
| Wellington Shields & Co., LLC | 0.06% | New | 499 | $240K |
| Facet Wealth, Inc. | 0.00% | New | 489 | $240K |
| First United Bank & Trust | 0.08% | Reduce -2.0% | 496 | $238K |
| Collaborative Wealth Managment Inc. | 0.08% | Reduce -1.4% | 495 | $238K |
| ABLE Financial Group, LLC | 0.05% | No change | 495 | $238K |
| IFS Advisors, LLC | 0.12% | No change | 491 | $236K |
| Register Financial Advisors LLC | 0.09% | No change | 490 | $235K |
| Prasad Wealth Partners, LLC | 0.06% | No change | 482 | $232K |
| Seneca Financial Advisors LLC | 0.07% | No change | 481 | $231K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 481 | $231K |
| DDD Partners, LLC | 0.01% | No change | 480 | $231K |
| Accel Wealth Management | 0.06% | Reduce -3.0% | 478 | $230K |
| Gaddis Premier Wealth Advisors LLC | 0.17% | — | 477 | $229K |
| Ashton Thomas Securities, LLC | 0.04% | New | 476 | $229K |
| TCFG Wealth Management, LLC | 0.09% | No change | 471 | $227K |
| Integrity Wealth Solutions LLC | 0.09% | Reduce -1.7% | 469 | $225K |
| TigerOak Management, L.L.C. | 0.07% | No change | 469 | $225K |
| Summit Place Financial Advisors, LLC | 0.11% | No change | 467 | $224K |
| JDH Wealth Management, LLC | 0.15% | No change | 466 | $224K |
| Maple Capital Management, Inc. | 0.01% | No change | 466 | $224K |
| Acorn Financial Advisory Services Inc. | 0.03% | New | 466 | $224K |
| Winebrenner Capital Management LLC | 0.15% | No change | 465 | $224K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 465 | $223K |
| Triad Wealth Partners, LLC | 0.02% | New | 464 | $223K |
| Disciplined Investors, L.L.C. | 0.15% | No change | 464 | $223K |
| Haverford Trust Co | 0.00% | No change | 464 | $223K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -11.8% | 462 | $223K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 463 | $223K |
| Evensky & Katz LLC | 0.01% | No change | 462 | $222K |
| Rockline Wealth Management, LLC | 0.04% | No change | 459 | $221K |
| Burney Co./ | 0.01% | Add +2.2% | 458 | $220K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 456 | $219K |
| Ewa, LLC | 0.05% | New | 456 | $219K |
| Empowered Funds, LLC | 0.00% | New | 455 | $219K |
| RiverFront Investment Group, LLC | 0.00% | New | 455 | $219K |
| Nilsine Partners, LLC | 0.02% | No change | 453 | $218K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -3.0% | 448 | $216K |
| Cherry Tree Wealth Management, LLC | 0.05% | No change | 450 | $216K |
| Firethorn Wealth Partners, LLC | 0.08% | Add +0.2% | 448 | $216K |
| Capital Square, LLC | 0.11% | No change | 444 | $213K |
| Burk Holdings LLC | 0.10% | Reduce -4.1% | 443 | $213K |
| Wealth Advisory Solutions, LLC | 0.05% | New | 443 | $213K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 442 | $212K |
| Matauro, LLC | 0.03% | Reduce -42.5% | 442 | $212K |
| Talisman Wealth Advisors LLC | 0.16% | Reduce -3.1% | 441 | $212K |
| Focused Wealth Management, Inc | 0.02% | Add +0.2% | 438 | $211K |
| KWB Wealth | 0.02% | New | 437 | $210K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 437 | $210K |
| Richmond Investment Services, LLC | 0.04% | Add +0.5% | 436 | $209K |
| Align Financial, LLC | 0.12% | — | 209,023 | $209K |
| Opulen Financial Group LLC | 0.15% | Add +0.5% | 435 | $209K |
| Dividend Assets Capital, LLC | 0.04% | No change | 433 | $208K |
| Platform Technology Partners | 0.04% | No change | 432 | $208K |
| West Michigan Advisors, LLC | 0.05% | New | 431 | $208K |
| Foguth Wealth Management, LLC. | 0.03% | — | 429 | $207K |
| SHP Wealth Management | 0.02% | — | 432 | $207K |
| Prepared Retirement Institute LLC | 0.10% | New | 430 | $207K |
| MKD Wealth Coaches, LLC | 0.21% | Reduce -13.4% | 428 | $206K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 427 | $205K |
| Holland Advisory Services, Inc. | 0.28% | New | 427 | $205K |
| Prosperity Financial Group, Inc. | 0.07% | New | 425 | $204K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 424 | $204K |
| Planning Center, Inc. | 0.02% | New | 423 | $203K |
| Hudson Value Partners, LLC | 0.06% | New | 420 | $203K |
| RiverTree Advisors, LLC | 0.13% | New | 422 | $203K |
| PMG Family Office LLC | 0.23% | New | 421 | $202K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $202K |
| Garrison Point Advisors, LLC | 0.09% | New | 421 | $202K |
| Mustard Seed Financial, LLC | 0.13% | New | 420 | $202K |
| Howard Capital Management Group, LLC | 0.01% | New | 420 | $202K |
| Bison Wealth, LLC | 0.02% | New | 440 | $201K |
| Calder Financial LLC | 0.20% | — | 417 | $200K |
| Fund Advisors of America Inc | 0.18% | — | 417 | $200K |
| Journey Strategic Wealth LLC | 0.01% | New | 417 | $200K |
| Deutsche Bank AG | 0.00% | No change | 415 | $199K |
| SageView Advisory Group, LLC | 0.01% | New | 414 | $199K |
| BankPlus Trust Department | 0.05% | No change | 405 | $195K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 402 | $194K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.5% | 403 | $194K |
| Elevation Wealth Partners, LLC | 0.07% | Reduce -7.1% | 394 | $189K |
| Winch Advisory Services, LLC | 0.04% | No change | 391 | $188K |
| Rogco, LP | 0.06% | No change | 387 | $186K |
| Oakworth Capital, Inc. | 0.01% | No change | 380 | $183K |
| Tidemark, LLC | 0.05% | No change | 374 | $180K |
| Archer Investment Corp | 0.04% | Add +82.4% | 374 | $180K |
| CoreFirst Bank & Trust | 0.10% | No change | 370 | $178K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.3% | 369 | $177K |
| GAMMA Investing LLC | 0.01% | No change | 365 | $175K |
| Trust Co | 0.02% | Add +7.7% | 363 | $174K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 360 | $173K |
| Center for Financial Planning, Inc. | 0.02% | No change | 356 | $171K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -6.1% | 356 | $171K |
| Bangor Savings Bank | 0.01% | No change | 345 | $166K |
| MTM Investment Management, LLC | 0.05% | No change | 324 | $156K |
| Kingdom Financial Group LLC. | 0.05% | New | 323 | $155K |
| Country Trust Bank | 0.00% | No change | 323 | $155K |
| TrustBank | 0.06% | — | 319 | $153K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 316 | $152K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $150K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $144K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $144K |
| Kentucky Trust Co | 0.07% | Reduce -3.3% | 290 | $139K |
| Ameriflex Group, Inc. | 0.07% | Reduce -39.4% | 286 | $137K |
| Aspect Partners, LLC | 0.06% | Add +0.4% | 278 | $133K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -2.1% | 273 | $131K |
| Capital Analysts, LLC | 0.00% | Reduce -19.1% | 255 | $122K |
| Westfuller Advisors, LLC | 0.05% | Add +0.4% | 253 | $122K |
| Abound Wealth Management | 0.03% | Reduce -6.0% | 250 | $120K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $120K |
| Davis Capital Management | 0.08% | No change | 246 | $118K |
| Union Savings Bank | 0.05% | — | 236 | $113K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $111K |
| Rakuten Securities, Inc. | 0.04% | Add +370.8% | 226 | $109K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $106K |
| Financial Consulate, Inc. | 0.01% | No change | 216 | $104K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 215 | $103K |
| Barnes Dennig Private Wealth Management LLC | 0.10% | No change | 212 | $102K |
| Anchor Investment Management, LLC | 0.01% | Reduce -4.6% | 208 | $100K |
| GGM Financial LLC | 0.05% | Add +0.5% | 205 | $98K |
| Elyxium Wealth, LLC | 0.03% | New | 200 | $96K |
| Signature Equity Partners, LLC | 0.05% | — | 197 | $95K |
| Creative Financial Designs Inc. | 0.01% | No change | 186 | $89K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -3.2% | 180 | $87K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 180 | $87K |
| LOM Asset Management Ltd | 0.02% | No change | 175 | $84K |
| Vision Financial Markets LLC | 0.08% | Add +226.4% | 173 | $83K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 170 | $82K |
| Nemes Rush Group LLC | 0.01% | Add +0.6% | 169 | $81K |
| SJS Investment Consulting Inc. | 0.01% | No change | 164 | $79K |
| Hilton Head Capital Partners, LLC | 0.05% | — | 163 | $78K |
| Raffa Wealth Management, LLC | 0.01% | No change | 162 | $78K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $72K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 150 | $72K |
| North Ridge Wealth Advisors, Inc. | 0.04% | No change | 144 | $69K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 143 | $69K |
| Your Advocates Ltd., LLP | 0.02% | Add +27.9% | 142 | $68K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $68K |
| Ankerstar Wealth, LLC | 0.07% | — | 141 | $68K |
| United Community Bank | 0.03% | No change | 140 | $67K |
| MCF Advisors LLC | 0.00% | No change | 137 | $66K |
| Tucker Asset Management LLC | 0.02% | New | 134 | $64K |
| Birch Capital Management, LLC | 0.03% | Add +4.0% | 131 | $63K |
| Security National Bank | 0.01% | No change | 130 | $62K |
| Atlas Capital Advisors Inc. | 0.01% | — | 125 | $60K |
| Luminist Capital LLC | 0.07% | Add +12.8% | 123 | $59K |
| Vermillion Wealth Management, Inc. | 0.02% | Reduce -7.6% | 121 | $58K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 120 | $58K |
| Graney & King, LLC | 0.03% | No change | 119 | $57K |
| Wealth Watch Advisors, INC | 0.02% | New | 112 | $54K |
| Key Capital Management, INC | 0.05% | — | 112 | $54K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $53K |
| Intesa Sanpaolo Wealth Management | 0.01% | — | 110 | $53K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $52K |
| Crews Bank & Trust | 0.01% | Reduce -41.4% | 106 | $51K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 105 | $50K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $49K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 102 | $49K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -19.5% | 103 | $49K |
| Teachers Insurance & Annuity Association of America | 0.06% | New | 100 | $48K |
| Wealth Preservation Advisors, LLC | 0.02% | Reduce -76.9% | 100 | $48K |
| Trust Co. of Toledo NA | 0.00% | No change | 94 | $45K |
| CDKV Holdings LLC | 0.04% | — | 90 | $43K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 90 | $43K |
| Comprehensive Financial Planning, Inc. | 0.03% | Reduce -39.2% | 87 | $42K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 86 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | Add +1.2% | 84 | $40K |
| Cornerstone Planning Group LLC | 0.01% | Add +17.4% | 81 | $40K |
| WPG Advisers, LLC | 0.03% | No change | 80 | $38K |
| Elevated Capital Advisors, LLC | 0.01% | New | 80 | $38K |
| Independence Bank of Kentucky | 0.00% | Reduce -9.1% | 80 | $38K |
| JNBA Financial Advisors | 0.00% | No change | 80 | $38K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -20.0% | 80 | $38K |
| Chilton Capital Management LLC | 0.00% | Reduce -64.1% | 79 | $38K |
| Dorato Capital Management | 0.03% | — | 75 | $37K |
| LM Advisors LLC | 0.14% | Reduce -52.1% | 17,542 | $36K |
| Pioneer Family Office, LLC | 0.02% | — | 75 | $36K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 70 | $34K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 70 | $34K |
| Albion Financial Group | 0.00% | Reduce -56.1% | 68 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 65 | $31K |
| MidAtlantic Capital Management, Inc. | 0.02% | New | 63 | $30K |
| LRI Investments, LLC | 0.00% | No change | 63 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 63 | $30K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 62 | $30K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $29K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 61 | $29K |
| Coston, McIsaac & Partners | 0.01% | No change | 57 | $27K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $27K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 56 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $25K |
| Toth Financial Advisory Corp. | 0.00% | No change | 52 | $25K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 50 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 51 | $25K |
| Deane Retirement Strategies, Inc. | 0.01% | No change | 50 | $24K |
| Riverview Trust Co | 0.03% | No change | 47 | $23K |
| ORG Partners LLC | 0.00% | No change | 47 | $23K |
| Essential Investment Partners LLC | 0.02% | — | 46 | $22K |
| Pflug Koory, LLC | 0.01% | Add +2.2% | 46 | $22K |
| Rossby Financial, LCC | 0.01% | No change | 45 | $22K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $21K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 44 | $21K |
| Access Investment Management LLC | 0.01% | No change | 45 | $21K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -60.2% | 41 | $20K |
| Strategic Advocates LLC | 0.01% | Add +10.8% | 41 | $20K |
| Navalign, LLC | 0.00% | New | 41 | $20K |
| Tripletail Wealth Management, LLC | 0.02% | No change | 40 | $19K |
| United Financial Planning Group LLC | 0.01% | Add +300.0% | 40 | $19K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $19K |
| Stephens Consulting, LLC | 0.01% | No change | 38 | $18K |
| Alerus Financial NA | 0.00% | No change | 33 | $16K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $16K |
| Evolution Wealth Management Inc. | 0.01% | New | 32 | $15K |
| CVA Family Office, LLC | 0.00% | Add +166.7% | 32 | $15K |
| Noble Wealth Management PBC | 0.01% | New | 30 | $15K |
| Midwest Capital Advisors, LLC | 0.01% | New | 25 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 25 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $12K |
| Eukles Asset Management | 0.00% | No change | 22 | $11K |
| Creative Capital Management Investments LLC | 0.00% | No change | 22 | $11K |
| First Pacific Financial | 0.00% | No change | 18 | $9K |
| Turim 21 Investimentos Ltda. | 0.00% | New | 81 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $8K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 16 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +77.8% | 16 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $7K |
| Quent Capital, LLC | 0.00% | New | 15 | $7K |
| New Millennium Group LLC | 0.00% | No change | 11 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $5K |
| Estate Planners Group, LLC | 0.00% | — | 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 |
| Prudent Man Investment Management, Inc. | 0.00% | New | 10 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -69.7% | 10 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| Y.D. More Investments Ltd | 0.00% | No change | 9 | $4K |
| Winnacle Wealth LLC | 0.00% | No change | 9 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | New | 9 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 8 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $4K |
| Zions Bancorporation, National Association | 0.00% | New | 7 | $3K |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 6 | $3K |
| Strive Financial Group ,LLC | 0.00% | — | 5 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +33.3% | 4 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 3 | $1K |
| Decker Retirement Planning Inc. | 0.00% | No change | 3 | $1K |
| Kilter Group LLC | 0.00% | No change | 3 | $1K |
| Horizon Investments, LLC | 0.00% | Add +200.0% | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Gould Capital, LLC | 0.00% | No change | 2 | $961 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $481 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $481 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $26 |
"% 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.