SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q1 2026 (March 31)1,368holders −19
88new positions
114sold out
6famous investors
$463.23avg. 13F price*
At the end of Q1 2026, 1,368 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, down 19 from Q4 2025. 88 opened new positions and 114 sold out. The largest holders were Goldman Sachs Group Inc. ($1.9B), Morgan Stanley ($1.7B) and Citadel Advisors ($1.6B). 6 famous investors held it, including Ken Griffin (1.1% of Citadel Advisors's portfolio), Israel Englander (0.1% 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
- STATE STR SPDR DOW JONES IND (Q1 2026)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $306.4M |
| Exits | 114 | $376.0M |
All 13F filers, Q4 2025 → Q1 2026: 2,912,077 shares bought and 7,151,479 shares sold, net −4,239,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,368 holders
| Goldman Sachs Group Inc. | 0.25% | Reduce -38.0% | 4,078,679 | $1.9B |
| Morgan Stanley | 0.10% | Add +23.9% | 3,668,887 | $1.7B |
| Citadel Advisors | 1.12% | Reduce -29.6% | 3,346,389 | $1.6B |
| Bank of America Corp. | 0.08% | Add +6.0% | 2,346,491 | $1.1B |
| LPL Financial LLC | 0.20% | Reduce -1.6% | 1,623,835 | $752.1M |
| Wells Fargo & Company | 0.11% | Reduce -10.9% | 1,236,795 | $572.9M |
| UBS Group AG | 0.08% | Add +0.1% | 916,275 | $424.4M |
| Royal Bank of Canada | 0.07% | Add +4.3% | 804,574 | $372.7M |
| JPMorgan Chase & Co. | 0.02% | Add +17.1% | 692,791 | $313.2M |
| Bank of Montreal | 0.12% | Reduce -19.5% | 608,192 | $281.7M |
| Focus Partners Wealth | 0.30% | Reduce -3.3% | 577,802 | $267.6M |
| Raymond James Financial Inc. | 0.07% | Add +9.7% | 516,347 | $239.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -6.9% | 483,322 | $223.8M |
| Citigroup Inc. | 0.13% | Add +14.3% | 433,145 | $200.6M |
| Nissay Asset Management Corp. /Japan | 0.96% | No change | 391,575 | $181.4M |
| Cetera Investment Advisers | 0.13% | Reduce -0.3% | 261,569 | $121.2M |
| Jones Financial Companies LLLP | 0.06% | Add +15.3% | 268,187 | $121.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.7% | 247,243 | $114.5M |
| Qube Research & Technologies Ltd | 0.16% | Add +146.0% | 241,967 | $112.1M |
| BNP Paribas Financial Markets | 0.07% | Reduce -41.7% | 238,761 | $110.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.8% | 234,166 | $108.5M |
| Arkansas Financial Group, Inc. | 14.42% | Add +0.2% | 215,773 | $103.4M |
| Osaic Holdings, Inc. | 0.15% | Reduce -6.8% | 215,428 | $99.9M |
| Millennium Management | 0.08% | Add +147.2% | 208,673 | $96.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -7.1% | 207,535 | $96.1M |
| Berkshire Money Management, Inc. | 9.73% | Reduce -0.7% | 205,145 | $95.0M |
| Thor Trading Advisors, LLC | 38.53% | Add +1.3% | 200,763 | $93.0M |
| Mirae Asset Securities (usa) Inc. | 4.38% | No change | 200,000 | $92.6M |
| Stifel Financial Corp. | 0.08% | Add +6.4% | 191,553 | $88.7M |
| Bank of Nova Scotia | 0.14% | Reduce -67.8% | 176,262 | $81.6M |
| Sanctuary Advisors, LLC | 0.41% | Add +1.4% | 165,079 | $76.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -5.0% | 164,514 | $76.2M |
| Truist Financial Corp. | 0.10% | Add +4.1% | 162,465 | $75.3M |
| Jane Street Group, LLC | 0.08% | Reduce -78.5% | 158,391 | $73.4M |
| SG Americas Securities, LLC | 0.08% | Add +186.3% | 150,011 | $69.5M |
| Optiver Holding B.V. | 2.48% | New | 142,128 | $65.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.21% | New | 128,000 | $59.3M |
| Captrust Financial Advisors | 0.10% | Reduce -25.7% | 124,098 | $57.5M |
| Alkeon Capital Management LLC | 0.25% | Add +27.5% | 119,700 | $55.4M |
| Atria Investments, Inc | 0.60% | Reduce -0.2% | 114,976 | $53.3M |
| Private Advisor Group, LLC | 0.25% | Add +18.4% | 113,713 | $52.7M |
| Creative Planning | 0.03% | Add +0.6% | 110,251 | $51.1M |
| CM Wealth Advisors LLC | 10.77% | Reduce -0.2% | 108,972 | $50.6M |
| TCP Asset Management, LLC | 6.41% | Add +37.7% | 107,682 | $49.9M |
| Heck Capital Advisors, LLC | 3.62% | Reduce -2.0% | 105,267 | $48.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -8.3% | 105,246 | $48.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.4% | 104,169 | $48.3M |
| FMR LLC | 0.00% | Add +10.7% | 102,290 | $47.4M |
| Stephens Inc. | 0.55% | Add +18.8% | 94,615 | $43.8M |
| Rockefeller Capital Management L.P. | 0.08% | Add +13.6% | 93,424 | $43.3M |
| Cerity Partners LLC | 0.06% | Add +6.6% | 93,128 | $43.1M |
| Mariner, LLC | 0.05% | Add +8.0% | 85,310 | $39.5M |
| Steel Grove Capital Advisors, LLC | 4.13% | No change | 84,570 | $39.2M |
| NewEdge Advisors, LLC | 0.14% | Add +23.0% | 81,087 | $37.6M |
| MYDA Advisors LLC | 8.23% | Add +87.5% | 75,000 | $34.7M |
| Jump Financial, LLC | 0.56% | Add +10.4% | 73,837 | $34.2M |
| AIA Group Ltd | 0.45% | Add +3140.2% | 66,911 | $31.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -33.4% | 66,005 | $30.1M |
| IMC-Chicago, LLC | 0.45% | Add +31.9% | 64,819 | $30.0M |
| Barclays PLC | 0.01% | Reduce -15.5% | 64,436 | $29.8M |
| SteelPeak Wealth, LLC | 0.93% | Add +5.4% | 63,869 | $29.6M |
| Kirkwood Financial Services | 10.49% | Add +1.8% | 63,911 | $29.6M |
| Integrity Alliance, Llc. | 1.11% | Reduce -0.5% | 62,831 | $29.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.3% | 62,668 | $29.0M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +13.2% | 62,178 | $28.8M |
| Chartist Inc. | 20.16% | Reduce -0.6% | 60,607 | $28.1M |
| Bank of New York Mellon Corp | 0.01% | Add +2.1% | 60,236 | $27.9M |
| Shulman DeMeo Asset Management LLC | 5.91% | New | 60,075 | $27.8M |
| Select Asset Management & Trust | 8.61% | Add +1.8% | 59,491 | $27.6M |
| Cibc World Market Inc. | 0.05% | Add +48.5% | 57,990 | $26.9M |
| Meitav Investment House Ltd. | 0.27% | No change | 53,691 | $24.9M |
| XTX Topco Ltd | 0.43% | Add +243.8% | 53,196 | $24.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 10.12% | Reduce -2.1% | 52,060 | $24.1M |
| Johnson Bixby & Associates, LLC | 2.95% | Reduce -0.7% | 51,398 | $23.8M |
| Equitable Holdings, Inc. | 0.15% | Add +29.3% | 49,253 | $23.6M |
| Integrated Wealth Concepts LLC | 0.18% | Add +17.1% | 49,170 | $22.8M |
| Conservest Capital Advisors, Inc. | 2.05% | Reduce -3.6% | 48,876 | $22.6M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.47% | No change | 48,431 | $22.5M |
| J.W. Cole Advisors, Inc. | 0.74% | Add +2.6% | 47,282 | $21.9M |
| MML Investors Services, LLC | 0.06% | Reduce -1.2% | 45,327 | $21.0M |
| AMG National Trust Bank | 0.45% | Add +2.5% | 45,225 | $20.9M |
| Summit Financial, LLC | 0.27% | Add +0.3% | 44,945 | $20.9M |
| Blair William & Co. | 0.06% | Add +19.6% | 44,559 | $20.6M |
| Clarity Wealth Advisors, LLC | 4.17% | Add +6.3% | 43,712 | $20.2M |
| Pinnacle Associates Ltd. | 0.26% | Reduce -7.0% | 43,537 | $20.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 43,000 | $19.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -14.3% | 42,092 | $19.5M |
| Allworth Financial LP | 0.08% | Reduce -3.9% | 40,744 | $18.9M |
| Latko Wealth Management, Ltd. | 8.81% | Reduce -26.4% | 38,996 | $18.1M |
| Nokomis Capital, L.L.C. | 5.66% | Reduce -25.5% | 38,880 | $18.0M |
| Prospera Financial Services Inc | 0.28% | Add +9.9% | 37,660 | $17.5M |
| Concurrent Investment Advisors, LLC | 0.19% | Reduce -4.1% | 37,219 | $17.2M |
| Nations Financial Group Inc, /Ia/ | 0.88% | Add +1.8% | 36,701 | $17.0M |
| TD Waterhouse Canada Inc. | 0.05% | Add +11.1% | 36,037 | $16.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +27.4% | 38,663 | $16.8M |
| Smithbridge Asset Management Inc. | 2.48% | Reduce -49.9% | 36,146 | $16.7M |
| Oppenheimer & Co. Inc. | 0.20% | Add +40.9% | 36,041 | $16.7M |
| Financial Concepts Unlimited, Inc. | 14.84% | — | 35,760 | $16.6M |
| Pittenger & Anderson Inc. | 0.66% | Add +5.1% | 35,558 | $16.5M |
| &partners | 0.08% | Add +2.6% | 35,294 | $16.3M |
| Commerce Bank | 0.08% | Add +1.2% | 35,145 | $16.3M |
| Beacon Capital Management, LLC | 2.87% | Reduce -17.1% | 35,102 | $16.3M |
| Corient Private Wealth LP | 0.02% | Reduce -6.2% | 34,639 | $16.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 32,900 | $15.2M |
| HRT Financial LP | 0.04% | Add +206.2% | 32,874 | $15.2M |
| Vision Retirement, LLC | 4.28% | Add +3.0% | 32,509 | $15.1M |
| Quantinno Capital Management LP | 0.03% | Add +10.9% | 32,391 | $15.0M |
| National Bank of Canada | 0.02% | Add +7.7% | 32,136 | $14.9M |
| All Terrain Financial Advisors, LLC | 4.56% | Reduce -0.6% | 31,598 | $14.6M |
| Cornerstone Wealth Management, LLC | 0.73% | Add +14.4% | 31,488 | $14.6M |
| MKT Advisors LLC | 4.84% | Reduce -1.7% | 31,015 | $14.4M |
| Foundations Investment Advisors, LLC | 0.18% | Add +13.0% | 31,011 | $14.4M |
| Royal Fund Management, LLC | 1.36% | New | 30,705 | $14.2M |
| Bridgewater Advisors Inc. | 0.83% | Reduce -39.1% | 28,019 | $13.9M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +1.1% | 30,022 | $13.9M |
| Wedbush Securities Inc. | 0.40% | Add +3.2% | 29,964 | $13.9M |
| J Hagan Capital, Inc. | 7.47% | Add +2.3% | 29,875 | $13.8M |
| Fifth Third Bancorp | 0.02% | Add +567.8% | 29,456 | $13.6M |
| Capital Management Associates, Inc | 3.04% | Add +10.4% | 29,008 | $13.4M |
| Daiwa Securities Group Inc. | 0.04% | Add +218.0% | 28,975 | $13.4M |
| AQR Capital Management | 0.01% | Add +13.8% | 28,437 | $13.2M |
| First Heartland Consultants, Inc. | 0.98% | Add +20.4% | 27,720 | $12.8M |
| L & S Advisors Inc | 1.59% | Reduce -10.8% | 27,315 | $12.7M |
| Pettinga Financial Advisors LLC | 2.36% | Reduce -2.6% | 27,032 | $12.5M |
| Steelhead Wealth Management LLC | 6.30% | — | 26,818 | $12.4M |
| Pinnacle Holdings, LLC | 4.43% | Add +5.8% | 26,807 | $12.4M |
| HSBC Holdings PLC | 0.01% | Add +952.4% | 26,574 | $12.3M |
| Amplius Wealth Advisors, LLC | 1.02% | Add +4.6% | 26,316 | $12.2M |
| Jacksonville Wealth Management, LLC | 8.12% | Add +11.0% | 25,953 | $12.0M |
| Washburn Capital Management, Inc. | 6.87% | Reduce -0.4% | 25,536 | $11.8M |
| Whittier Trust Co. of Nevada Inc. | 0.24% | Add +0.0% | 25,044 | $11.7M |
| Benin Management CORP | 2.59% | Reduce -4.3% | 24,907 | $11.5M |
| Sound View Wealth Advisors Group, LLC | 0.78% | Reduce -0.9% | 24,751 | $11.5M |
| Worth Asset Management, LLC | 4.23% | New | 24,512 | $11.4M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -5.5% | 24,490 | $11.3M |
| Two Sigma Investments, LP | 0.01% | New | 24,400 | $11.3M |
| FOCUS Wealth Advisors, LLC | 5.47% | Reduce -4.1% | 24,166 | $11.2M |
| Retirement Financial Solutions, LLC | 3.19% | Reduce -31.9% | 24,106 | $11.2M |
| Credit Agricole S A | 0.04% | Reduce -0.2% | 23,862 | $11.1M |
| Schroder Investment Management Group | 0.01% | New | 24,400 | $11.0M |
| Pinnacle Financial Partners, Inc. | 0.08% | Reduce -0.9% | 23,534 | $10.9M |
| J. Goldman & Co LP | 0.50% | New | 23,437 | $10.9M |
| BlackRock, Inc. | 0.00% | Add +10.1% | 22,901 | $10.6M |
| Bessemer Group Inc. | 0.02% | Add +28.3% | 22,650 | $10.5M |
| M&T Bank Corp | 0.03% | Reduce -2.8% | 22,589 | $10.5M |
| Ameritas Advisory Services, LLC | 0.40% | Reduce -0.4% | 22,076 | $10.2M |
| Smith Chas P & Associates Pa Cpas | 0.55% | Reduce -5.5% | 21,839 | $10.1M |
| Washington Capital Management, Inc. | 8.43% | No change | 21,499 | $10.0M |
| Balyasny Asset Management L.P. | 0.02% | New | 20,807 | $9.6M |
| Diversify Wealth Management, LLC | 0.17% | Add +2144.1% | 19,479 | $9.5M |
| Csenge Advisory Group | 0.44% | Reduce -0.9% | 20,512 | $9.5M |
| Blue Bell Private Wealth Management, LLC | 1.36% | Add +16.8% | 20,471 | $9.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +11.3% | 20,362 | $9.4M |
| D.A. Davidson & Co. | 0.06% | Add +8.5% | 19,728 | $9.1M |
| Fourth Dimension Wealth, LLC | 3.39% | Add +3.6% | 19,310 | $8.9M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.1% | 18,978 | $8.8M |
| Merit Financial Group, LLC | 0.06% | Reduce -23.3% | 18,776 | $8.7M |
| Tudor Financial Inc. | 4.45% | Reduce -0.5% | 18,771 | $8.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +102.1% | 18,721 | $8.7M |
| GHP Investment Advisors, Inc. | 0.36% | Reduce -0.7% | 18,682 | $8.7M |
| Lido Advisors, LLC | 0.03% | Add +1.6% | 18,593 | $8.6M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -8.7% | 18,442 | $8.6M |
| Modern Wealth Management, LLC | 0.15% | Add +3.9% | 18,225 | $8.5M |
| DV Trading LLC | 0.75% | Add +132.7% | 17,913 | $8.3M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +2.5% | 17,725 | $8.2M |
| Kozak & Associates, Inc. | 1.60% | Add +14.3% | 17,002 | $8.2M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +25.1% | 17,673 | $8.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +3.5% | 17,516 | $8.2M |
| Foster Group, Inc. | 0.24% | No change | 17,577 | $8.1M |
| Whittier Trust Co. | 0.09% | Reduce -6.5% | 17,252 | $8.1M |
| Neuberger Berman Group LLC | 0.01% | Add +6.2% | 17,376 | $8.0M |
| Magnolia Capital Management Ltd. | 5.42% | Add +7.4% | 17,373 | $8.0M |
| Oak Harvest Investment Services | 0.83% | Reduce -4.9% | 17,102 | $7.9M |
| CVFG LLC | 0.98% | Add +4.2% | 16,989 | $7.9M |
| Harbour Investments, Inc. | 0.12% | Add +33.6% | 16,880 | $7.8M |
| NTV Asset Management LLC | 0.86% | Reduce -6.0% | 16,859 | $7.8M |
| Sowell Financial Services LLC | 0.29% | Reduce -5.9% | 16,857 | $7.8M |
| 1 North Wealth Services LLC | 2.80% | Add +0.5% | 16,758 | $7.8M |
| CreativeOne Wealth, LLC | 0.18% | Add +14.5% | 16,655 | $7.7M |
| Capital Wealth Planning, LLC | 0.04% | Reduce -76.8% | 16,633 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.4% | 16,584 | $7.7M |
| Alexis Investment Partners, LLC | 5.28% | Add +19.0% | 16,968 | $7.7M |
| Independent Financial Group, LLC | 0.17% | Reduce -9.3% | 16,536 | $7.7M |
| Intergy Private Wealth, LLC | 2.21% | Add +1.9% | 16,276 | $7.5M |
| King Wealth Management Group | 0.93% | Add +0.1% | 16,096 | $7.5M |
| Kintra Wealth, LLC | 0.52% | New | 15,949 | $7.4M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +2.7% | 15,930 | $7.4M |
| Kovack Advisors, Inc. | 0.40% | Add +3.6% | 15,828 | $7.4M |
| Old National Bancorp | 0.12% | Add +0.4% | 15,821 | $7.3M |
| Echo45 Advisors LLC | 4.09% | Add +1.6% | 15,683 | $7.3M |
| Mountain Hill Investment Partners Corp. | 4.30% | New | 15,676 | $7.3M |
| Main Street Financial Solutions, LLC | 0.53% | Add +8.8% | 15,631 | $7.2M |
| Sykon Capital LLC | 2.36% | Reduce -40.6% | 15,272 | $7.1M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Reduce -8.8% | 15,209 | $7.0M |
| Summit Wealth Partners, LLC | 1.11% | Reduce -0.2% | 15,168 | $7.0M |
| Choreo, LLC | 0.09% | Reduce -0.1% | 15,117 | $7.0M |
| Chung Wu Investment Group, LLC | 6.03% | Reduce -1.7% | 15,105 | $7.0M |
| Empowered Funds, LLC | 0.04% | Add +3207.7% | 15,050 | $7.0M |
| GTS Securities LLC | 0.24% | New | 14,852 | $6.9M |
| Iowa State Bank | 1.27% | No change | 14,840 | $6.9M |
| Mechanics Bank Trust Department | 0.93% | Reduce -7.8% | 14,498 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -5.0% | 14,445 | $6.7M |
| Arkadios Wealth Advisors | 0.11% | Reduce -28.3% | 14,440 | $6.7M |
| Regions Financial Corp. | 0.04% | Add +11.8% | 14,354 | $6.6M |
| Independent Advisor Alliance | 0.07% | Add +2376.0% | 14,237 | $6.6M |
| Advisory Services Network, LLC | 0.09% | Add +63.9% | 14,045 | $6.5M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.5% | 13,996 | $6.5M |
| Apollon Wealth Management, LLC | 0.10% | Add +33.0% | 13,935 | $6.5M |
| AE Wealth Management LLC | 0.03% | Reduce -12.5% | 13,911 | $6.4M |
| Frank, Rimerman Advisors LLC | 0.42% | Add +0.8% | 13,700 | $6.3M |
| Hilltop Holdings Inc. | 0.56% | Add +0.2% | 13,317 | $6.2M |
| Guardian Asset Advisors, LLC | 3.54% | Add +582.4% | 13,075 | $6.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -9.4% | 12,982 | $6.0M |
| Greenwich Wealth Management LLC | 0.24% | Reduce -1.2% | 12,883 | $6.0M |
| Curtis Advisory Group, LLC | 1.29% | Reduce -0.2% | 12,878 | $6.0M |
| Insigneo Advisory Services, LLC | 0.42% | Add +5.1% | 12,795 | $5.9M |
| World Investment Advisors | 0.10% | Reduce -0.6% | 12,730 | $5.9M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -0.5% | 12,562 | $5.8M |
| Composition Wealth, LLC | 0.08% | Reduce -54.4% | 12,476 | $5.8M |
| Cowa, LLC | 1.68% | Reduce -0.5% | 12,471 | $5.8M |
| HB Wealth Management, LLC | 0.04% | Reduce -7.6% | 12,446 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -86.8% | 12,438 | $5.8M |
| Montag A & Associates Inc. | 0.27% | No change | 12,375 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +76.3% | 12,352 | $5.7M |
| Summit Asset Management, LLC | 0.79% | Reduce -3.0% | 12,270 | $5.7M |
| Bay Rivers Group | 2.35% | Add +0.8% | 12,203 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.2% | 12,154 | $5.6M |
| Mission Creek Capital Partners, Inc. | 1.11% | Reduce -0.5% | 11,972 | $5.5M |
| Polymer Capital Management (HK) LTD | 0.77% | No change | 11,850 | $5.5M |
| IFG Advisors, LLC | 0.89% | Reduce -2.6% | 11,785 | $5.5M |
| Brighton Jones LLC | 0.12% | New | 11,731 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.37% | Reduce -2.3% | 11,713 | $5.4M |
| Birinyi Associates Inc. | 1.45% | Reduce -4.3% | 11,521 | $5.3M |
| PKS Advisory Services, LLC | 1.21% | Add +5.0% | 11,199 | $5.2M |
| Nwam LLC | 0.30% | Reduce -0.9% | 11,185 | $5.2M |
| Scotia Capital Inc. | 0.02% | Reduce -35.8% | 11,180 | $5.2M |
| Virtu Financial LLC | 0.21% | New | 11,111 | $5.1M |
| Narwhal Capital Management | 0.38% | No change | 11,080 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Add +6.6% | 10,980 | $5.1M |
| First Horizon Corp. | 0.21% | Reduce -1.2% | 10,890 | $5.0M |
| Ieq Capital, LLC | 0.02% | Add +27.5% | 10,854 | $5.0M |
| American National Bank & Trust | 0.48% | Reduce -5.6% | 10,811 | $5.0M |
| Sigma Planning Corp | 0.14% | Reduce -14.0% | 10,737 | $5.0M |
| Venture Visionary Partners LLC | 0.16% | Reduce -0.1% | 10,627 | $4.9M |
| AtlasMark Financial, Inc | 3.17% | No change | 10,200 | $4.9M |
| Cwm, LLC | 0.01% | Add +1.8% | 10,527 | $4.9M |
| Founders Financial Alliance, LLC | 0.87% | Add +1.5% | 10,380 | $4.8M |
| Brookstone Capital Management | 0.05% | Reduce -3.3% | 10,354 | $4.8M |
| Lynch Investment Planning, LLC | 4.25% | Add +12.1% | 10,193 | $4.7M |
| Thoroughbred Financial Services, LLC | 0.28% | Reduce -0.7% | 10,186 | $4.7M |
| Capital Advisor Network LLC | 6.59% | — | 10,160 | $4.7M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +5.4% | 10,158 | $4.7M |
| Brown Advisory Inc. | 0.01% | Reduce -6.2% | 10,150 | $4.7M |
| Melone Private Wealth, LLC | 1.89% | Reduce -11.0% | 9,965 | $4.6M |
| US Bancorp \de | 0.01% | Add +7.0% | 9,915 | $4.6M |
| Fortis Group Advisors, LLC | 0.75% | Reduce -11.2% | 9,198 | $4.6M |
| DMKC Advisory Services, LLC | 1.90% | No change | 9,828 | $4.6M |
| NewEdge Wealth, LLC | 0.05% | Reduce -5.5% | 9,790 | $4.5M |
| Foresight Capital Management Advisors, Inc. | 2.50% | Add +2.1% | 9,682 | $4.5M |
| Capital Wealth Alliance, LLC | 1.98% | Add +5.5% | 9,454 | $4.4M |
| EFG International AG | 0.09% | Add +2.6% | 9,408 | $4.4M |
| Tortoise Investment Management, LLC | 0.36% | Reduce -8.3% | 9,367 | $4.3M |
| Northern Financial Advisors Inc | 3.15% | Add +13.9% | 9,317 | $4.3M |
| Western Wealth Management, LLC | 0.16% | Reduce -0.1% | 9,209 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +13.6% | 9,199 | $4.3M |
| International Assets Investment Management, LLC | 0.29% | Add +0.8% | 8,949 | $4.2M |
| MAI Capital Management | 0.02% | Reduce -1.1% | 8,879 | $4.1M |
| GFS Advisors, LLC | 0.27% | Add +21.6% | 10,029 | $4.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.11% | Add +8.3% | 8,844 | $4.1M |
| Compound Planning, Inc. | 0.13% | Add +4.1% | 8,797 | $4.1M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -63.7% | 8,721 | $4.0M |
| Lewis Asset Management, LLC | 1.61% | Add +0.3% | 8,520 | $3.9M |
| Absolute Capital Management, LLC | 1.31% | Reduce -25.4% | 8,500 | $3.9M |
| Tufton Capital Management | 0.71% | Reduce -2.5% | 8,454 | $3.9M |
| Stelac Advisory Services LLC | 0.78% | Reduce -12.3% | 8,338 | $3.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 8,303 | $3.8M |
| Fortune 45 LLC | 1.86% | Add +0.3% | 8,264 | $3.8M |
| TrueWealth Advisors, LLC | 0.96% | Add +5.2% | 8,228 | $3.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.4% | 8,185 | $3.8M |
| Kelleher Financial Advisors | 0.96% | No change | 8,113 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Add +6.2% | 8,077 | $3.7M |
| Twin Focus Capital Partners, LLC | 0.43% | Add +31.6% | 8,022 | $3.7M |
| Beta Wealth Group, Inc. | 1.53% | Add +14.9% | 7,984 | $3.7M |
| Novak & Powell Financial Services, Inc. | 1.98% | Add +0.3% | 7,951 | $3.7M |
| Savant Capital, LLC | 0.02% | Add +0.5% | 7,907 | $3.7M |
| Institute for Wealth Management, LLC. | 0.39% | Add +565.1% | 7,881 | $3.7M |
| Schnieders Capital Management, Llc. | 0.57% | No change | 7,752 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -1.0% | 7,738 | $3.6M |
| Autumn Glory Partners, LLC | 1.29% | No change | 7,588 | $3.5M |
| Citizens Financial Group Inc. | 0.05% | Reduce -6.8% | 7,576 | $3.5M |
| Meridian Investment Counsel Inc. | 0.83% | Reduce -0.3% | 7,568 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +7.2% | 7,548 | $3.5M |
| Fiduciary Alliance LLC | 0.21% | Add +3.4% | 7,197 | $3.5M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Add +3.4% | 7,484 | $3.5M |
| Greenfield Savings Bank | 1.47% | Add +0.2% | 7,427 | $3.4M |
| IFP Advisors, Inc | 0.07% | Add +10.3% | 7,396 | $3.4M |
| CoreCap Advisors, LLC | 0.12% | Reduce -2.7% | 7,302 | $3.4M |
| Ruggiero Investments, Inc. | 3.26% | Add +4.2% | 7,283 | $3.4M |
| Caldwell Trust Co | 0.30% | Reduce -0.1% | 7,266 | $3.4M |
| Ayalon Insurance Comp Ltd. | 0.68% | No change | 7,215 | $3.3M |
| Fifth Third Securities, Inc. | 0.21% | Add +6.3% | 7,091 | $3.3M |
| JTC Employer Solutions Trustee Ltd | 0.27% | No change | 6,868 | $3.2M |
| Old Mission Capital LLC | 0.08% | New | 6,866 | $3.2M |
| GWN Securities Inc. | 0.61% | Add +44.7% | 6,830 | $3.2M |
| Atlas Private Wealth Advisors | 0.74% | Reduce -22.3% | 6,814 | $3.2M |
| Fingerlakes Wealth Management, Inc. | 2.09% | Reduce -0.3% | 6,813 | $3.2M |
| PFG Advisors | 0.15% | Add +18.0% | 6,693 | $3.1M |
| Osbon Capital Management LLC | 2.52% | Add +138.3% | 6,674 | $3.1M |
| Waverly Advisors, LLC | 0.02% | Add +9.1% | 6,669 | $3.1M |
| Kingsview Wealth Management, LLC | 0.04% | Add +44.4% | 6,654 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -57.1% | 6,695 | $3.1M |
| IHT Wealth Management, LLC | 0.07% | Reduce -17.2% | 6,595 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.1% | 6,568 | $3.0M |
| Transcend Capital Advisors, LLC | 0.24% | Add +8.9% | 6,565 | $3.0M |
| Objective Capital Management, LLC | 3.05% | Add +7.2% | 6,529 | $3.0M |
| Callan Family Office, LLC | 0.07% | Reduce -50.8% | 6,513 | $3.0M |
| Two Sigma Securities, LLC | 0.35% | Add +426.7% | 6,494 | $3.0M |
| Keating Financial Advisory Services, Inc. | 0.48% | Reduce -1.7% | 6,480 | $3.0M |
| Canandaigua National Corp. | 0.27% | — | 6,457 | $3.0M |
| Verus Capital Partners, LLC | 0.20% | Reduce -1.1% | 6,340 | $2.9M |
| Mattern Capital Management, LLC | 0.35% | No change | 6,297 | $2.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.3% | 6,245 | $2.9M |
| BigSur Wealth Management LLC | 0.80% | No change | 6,169 | $2.9M |
| Asset Dedication, LLC | 0.20% | Add +1.1% | 6,132 | $2.8M |
| Monograph Wealth Advisors, LLC | 0.27% | No change | 6,098 | $2.8M |
| Sig Brokerage, LP | 0.79% | Add +59.2% | 6,050 | $2.8M |
| Integrated Advisors Network LLC | 0.15% | Reduce -0.6% | 6,046 | $2.8M |
| Edgestream Partners, L.P. | 0.09% | Reduce -12.3% | 6,027 | $2.8M |
| PFG Investments, LLC | 0.13% | Add +35.7% | 6,025 | $2.8M |
| Constant Guidance Financial LLC | 1.91% | New | 5,969 | $2.8M |
| St. Clair Advisors, LLC | 0.72% | No change | 5,869 | $2.7M |
| Keystone Financial Group | 0.19% | Reduce -5.8% | 5,850 | $2.7M |
| Crumly & Associates Inc. | 0.57% | No change | 5,844 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +18.5% | 5,839 | $2.7M |
| Lowery Thomas, LLC | 1.55% | Reduce -0.4% | 5,833 | $2.7M |
| Fidelis Capital Partners, LLC | 0.19% | No change | 5,803 | $2.7M |
| Miller Investment Management, LP | 0.26% | No change | 5,717 | $2.6M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 5,699 | $2.6M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -1.4% | 5,681 | $2.6M |
| Paragon Capital Management Inc. | 2.22% | Reduce -10.0% | 5,667 | $2.6M |
| MLP3, LLC | 2.89% | Add +0.1% | 5,638 | $2.6M |
| Equitable Trust Co. | 0.12% | No change | 5,563 | $2.6M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1.25% | New | 5,535 | $2.6M |
| Hudock, Inc. | 0.37% | Add +0.6% | 5,472 | $2.5M |
| Madison Park Capital Advisors, LLC | 1.97% | Reduce -1.5% | 5,424 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Add +3.1% | 5,203 | $2.5M |
| Sunbelt Securities, Inc. | 0.16% | Reduce -2.0% | 5,333 | $2.5M |
| Cambridge Financial Group, LLC | 0.83% | Reduce -22.6% | 5,302 | $2.5M |
| Level Four Advisory Services, LLC | 0.08% | Add +15.6% | 5,252 | $2.4M |
| Arvest Investments, Inc. | 0.33% | Reduce -3.0% | 5,248 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.6% | 5,248 | $2.4M |
| FSM Wealth Advisors, LLC | 0.31% | Reduce -0.5% | 5,173 | $2.4M |
| Intrepid Financial Planning Group LLC | 0.96% | No change | 5,151 | $2.4M |
| Lionsbridge Wealth Management LLC | 2.36% | Reduce -18.2% | 5,074 | $2.4M |
| Essex Financial Services, Inc. | 0.13% | Add +0.1% | 5,072 | $2.3M |
| SouthState Bank Corp | 0.11% | Add +0.6% | 5,053 | $2.3M |
| Graves Light Lenhart Wealth, Inc. | 0.24% | Add +0.0% | 5,049 | $2.3M |
| StoneX Group Inc. | 0.13% | Reduce -22.4% | 5,042 | $2.3M |
| McGuire Capital Advisors Inc. | 1.49% | Add +64.4% | 5,014 | $2.3M |
| Seamount Financial Group Inc. | 1.04% | Add +1.2% | 5,004 | $2.3M |
| American State Bank (Iowa) | 1.11% | No change | 4,992 | $2.3M |
| Serenus Wealth Advisors, LLC | 0.46% | Reduce -0.6% | 4,950 | $2.3M |
| First National Bank of Omaha | 0.07% | Reduce -2.0% | 5,034 | $2.3M |
| Quadcap Wealth Management, LLC | 0.26% | Reduce -0.3% | 4,854 | $2.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +209.2% | 4,845 | $2.2M |
| Keybank National Association | 0.01% | Reduce -0.5% | 4,829 | $2.2M |
| Leo Wealth, LLC | 0.16% | Reduce -0.5% | 4,827 | $2.2M |
| Smith, Moore & Co. | 0.16% | Add +3.9% | 4,816 | $2.2M |
| Gen-Wealth Partners Inc | 0.70% | Reduce -2.7% | 4,798 | $2.2M |
| Marathon Wealth Advisors LLC | 0.90% | Reduce -3.0% | 4,753 | $2.2M |
| GreatBanc Trust CO | 1.54% | No change | 4,740 | $2.2M |
| Advisory Alpha, LLC | 0.06% | Reduce -1.3% | 4,706 | $2.2M |
| BLVD Private Wealth, LLC | 1.87% | Reduce -11.4% | 4,657 | $2.2M |
| Flagstar Securities, Inc. | 0.78% | Add +10.7% | 4,633 | $2.2M |
| Net Worth Advisory Group | 0.44% | Reduce -2.2% | 4,599 | $2.1M |
| SCS Capital Management LLC | 0.02% | No change | 4,594 | $2.1M |
| SkyView Investment Advisors, LLC | 0.29% | No change | 4,598 | $2.1M |
| Second Half Financial Partners, LLC | 0.96% | Reduce -1.3% | 4,589 | $2.1M |
| Spire Wealth Management | 0.07% | Add +5.2% | 4,579 | $2.1M |
| Bluespring Wealth Management, LLC | 0.18% | Reduce -3.1% | 4,565 | $2.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 4,572 | $2.1M |
| Ancora Advisors LLC | 0.04% | No change | 4,564 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -2.2% | 4,534 | $2.1M |
| Bank Hapoalim BM | 0.34% | Add +6.1% | 4,543 | $2.1M |
| Evoke Wealth, LLC | 0.04% | Add +19.1% | 4,463 | $2.1M |
| Secure Asset Management, LLC | 0.33% | Reduce -21.1% | 4,431 | $2.1M |
| Windsor Capital Management, LLC | 0.61% | Reduce -3.5% | 4,381 | $2.0M |
| Golden State Wealth Management, LLC | 0.22% | Add +3.5% | 4,348 | $2.0M |
| Arvest Bank Trust Division | 0.11% | Reduce -3.3% | 4,338 | $2.0M |
| Embree Financial Group | 0.24% | Add +0.1% | 4,332 | $2.0M |
| Mission Wealth Management, LP | 0.04% | Add +2.4% | 4,238 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -83.7% | 4,203 | $1.9M |
| Bedminster, LLC | 1.81% | Reduce -6.9% | 4,196 | $1.9M |
| Sage Capital Management, LLC | 0.91% | Add +0.2% | 4,174 | $1.9M |
| WealthBridge Capital Management, LLC | 0.45% | Add +0.1% | 4,175 | $1.9M |
| Patton Albertson Miller Group, LLC | 0.23% | Reduce -1.6% | 4,165 | $1.9M |
| Apriem Advisors | 0.18% | No change | 4,150 | $1.9M |
| Jackson Hole Capital Partners, LLC | 0.32% | No change | 4,134 | $1.9M |
| Connecticut Wealth Management, LLC | 0.08% | Add +6.6% | 4,133 | $1.9M |
| Coastwise Capital Group, LLC | 1.06% | Reduce -10.2% | 4,106 | $1.9M |
| Larson Financial Group LLC | 0.06% | Add +1.4% | 4,099 | $1.9M |
| Triumph Capital Management | 0.39% | Add +4.0% | 4,069 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.6% | 4,062 | $1.9M |
| American Wealth Advisors, LLC | 1.96% | Reduce -0.3% | 4,054 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -6.6% | 4,045 | $1.9M |
| Snowwater Investment Partners, LLC | 1.75% | No change | 4,000 | $1.9M |
| Ashford Advisors, LLC | 0.43% | No change | 4,000 | $1.9M |
| Community Trust & Investment Co. | 0.10% | No change | 3,951 | $1.8M |
| Morton Capital Management LLC | 0.27% | Add +4.6% | 3,929 | $1.8M |
| Walleye Trading LLC | 0.04% | Reduce -90.1% | 3,909 | $1.8M |
| Grandview Asset Management LLC | 0.52% | Reduce -5.8% | 3,863 | $1.8M |
| Westbourne Investments, Inc. | 0.85% | Reduce -0.5% | 3,860 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +437.9% | 3,857 | $1.8M |
| Optivise Advisory Services LLC | 1.08% | Add +7.5% | 3,842 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -10.3% | 3,977 | $1.8M |
| Evolve Private Wealth, LLC | 0.09% | Reduce -8.0% | 3,820 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Reduce -13.8% | 3,798 | $1.8M |
| Kaizen Financial Strategies | 0.75% | Reduce -11.5% | 3,621 | $1.8M |
| Paulson Wealth Management Inc. | 0.41% | Reduce -0.9% | 3,771 | $1.7M |
| Roundview Capital LLC | 0.11% | Reduce -0.7% | 3,770 | $1.7M |
| Gallacher Capital Management LLC | 0.67% | Add +1.3% | 3,763 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Reduce -0.4% | 3,744 | $1.7M |
| Saxon Interests, Inc. | 0.60% | Reduce -10.6% | 3,741 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +0.8% | 3,740 | $1.7M |
| RMR Wealth Builders | 0.14% | Reduce -13.0% | 3,725 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +5.4% | 3,724 | $1.7M |
| W.H. Cornerstone Investments Inc. | 1.08% | Add +0.4% | 3,724 | $1.7M |
| Purus Wealth Management, LLC | 0.55% | Add +1.1% | 3,716 | $1.7M |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -0.2% | 3,711 | $1.7M |
| Apella Capital, LLC | 0.03% | Add +19.8% | 3,476 | $1.7M |
| Park National Corp. | 0.05% | Add +23.3% | 3,700 | $1.7M |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -1.2% | 3,683 | $1.7M |
| HUB Investment Partners, LLC | 0.04% | Reduce -1.2% | 3,683 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +32.9% | 3,674 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -27.9% | 3,760 | $1.7M |
| White Knight Strategic Wealth Advisors, LLC | 1.42% | No change | 3,645 | $1.7M |
| CV Advisors LLC | 0.46% | Reduce -1.2% | 3,631 | $1.7M |
| Sovran Advisors, LLC | 0.13% | Add +5.5% | 3,330 | $1.7M |
| Aull & Monroe Investment Management Corp | 0.76% | Reduce -7.2% | 3,542 | $1.6M |
| Ascentis Independent Advisors | 0.12% | Reduce -11.3% | 3,536 | $1.6M |
| Onyx Bridge Wealth Group LLC | 0.18% | Add +0.9% | 3,525 | $1.6M |
| Tobias Financial Advisors, Inc. | 0.23% | Reduce -1.4% | 3,519 | $1.6M |
| Centaurus Financial, Inc. | 0.08% | Reduce -42.0% | 3,489 | $1.6M |
| Heritage Investment Group, Inc. | 0.24% | No change | 3,480 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 3,467 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 3,466 | $1.6M |
| NBT Bank, N.A. | 0.10% | Reduce -8.5% | 3,460 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +102.8% | 3,445 | $1.6M |
| Sharper & Granite LLC | 0.54% | Reduce -5.2% | 3,440 | $1.6M |
| Fiscal Wisdom Wealth Management, LLC | 1.52% | Add +4.9% | 3,425 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +0.1% | 3,419 | $1.6M |
| Auxano Advisors, LLC | 0.32% | No change | 3,414 | $1.6M |
| Vontobel Holding Ltd. | 0.01% | Add +83.6% | 3,352 | $1.6M |
| Flputnam Investment Management Co. | 0.02% | No change | 3,343 | $1.5M |
| Cambridge Advisors Inc. | 0.30% | No change | 3,336 | $1.5M |
| Cerro Pacific Wealth Advisors LLC | 0.40% | No change | 3,327 | $1.5M |
| MidFirst Bank | 0.13% | No change | 3,319 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | No change | 3,314 | $1.5M |
| Resonant Capital Advisors, LLC | 0.08% | No change | 3,300 | $1.5M |
| FWG Holdings, LLC | 0.58% | No change | 3,281 | $1.5M |
| Tompkins Financial Corp. | 0.12% | No change | 3,305 | $1.5M |
| Letson Investment Management, Inc. | 0.59% | No change | 3,300 | $1.5M |
| Rydar Equities, Inc. | 1.18% | Reduce -5.8% | 3,297 | $1.5M |
| Raab & Moskowitz Asset Management LLC | 0.34% | Reduce -0.7% | 3,295 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Add +1.2% | 3,279 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -11.8% | 3,253 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Add +1.6% | 3,235 | $1.5M |
| Northern Capital Management, Inc. | 0.75% | Add +7.0% | 3,234 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +14.8% | 3,217 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,200 | $1.5M |
| Round Rock Advisors LLC | 0.23% | Reduce -2.4% | 3,188 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -63.7% | 3,167 | $1.5M |
| XML Financial, LLC | 0.12% | Reduce -1.9% | 3,164 | $1.5M |
| Clear Creek Financial Management, LLC | 0.11% | Add +5.9% | 3,161 | $1.5M |
| Gotham Asset Management | 0.00% | Add +23.5% | 3,088 | $1.4M |
| Aberdeen Group plc | 0.00% | Add +134.6% | 3,087 | $1.4M |
| Bernicke Wealth Management, Ltd. | 0.18% | Reduce -3.9% | 3,080 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -0.8% | 3,070 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Add +8.1% | 3,044 | $1.4M |
| High Net Worth Advisory Group LLC | 0.33% | Add +0.2% | 3,038 | $1.4M |
| Hapanowicz & Associates Financial Services, Inc | 0.56% | No change | 3,029 | $1.4M |
| DGS Capital Management, LLC | 0.23% | Reduce -1.5% | 3,025 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | Add +0.3% | 3,015 | $1.4M |
| Fiduciary Wealth Partners, LLC | 0.91% | No change | 3,015 | $1.4M |
| Signaturefd, LLC | 0.02% | No change | 3,006 | $1.4M |
| Sovereign Financial Group, Inc. | 0.24% | Add +6.3% | 3,004 | $1.4M |
| Kelman-Lazarov, Inc. | 0.20% | Add +7.7% | 2,992 | $1.4M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +34.5% | 2,975 | $1.4M |
| Uptick Partners, LLC | 0.27% | Reduce -0.6% | 2,971 | $1.4M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -0.5% | 2,969 | $1.4M |
| CRA Financial Services, LLC | 0.18% | No change | 2,963 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +34.4% | 2,938 | $1.4M |
| Spring Capital Management, LLC | 0.68% | No change | 2,920 | $1.4M |
| Eagle Capital Management, LLC | 0.53% | No change | 2,915 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.6% | 2,905 | $1.3M |
| Jacobi Capital Management LLC | 0.07% | Reduce -3.5% | 2,899 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +4.3% | 2,701 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +1.6% | 2,891 | $1.3M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -2.9% | 2,855 | $1.3M |
| Aspen Capital Management, LLC | 0.33% | No change | 2,850 | $1.3M |
| First City Capital Management, Inc. | 0.70% | Reduce -0.1% | 2,834 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -14.8% | 2,833 | $1.3M |
| Daybright Advisory Services, Inc. | 0.36% | Reduce -1.1% | 2,831 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 2,827 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +3.3% | 2,816 | $1.3M |
| Mgo One Seven LLC | 0.03% | Reduce -0.1% | 2,810 | $1.3M |
| Stonebrook Private Inc. | 0.28% | Reduce -0.3% | 2,808 | $1.3M |
| American Alpha Advisors, LLC | 0.76% | Add +2.2% | 2,801 | $1.3M |
| First PREMIER Bank | 0.30% | No change | 2,800 | $1.3M |
| Chokshi & Queen Wealth Advisors, Inc | 0.69% | Reduce -3.9% | 2,788 | $1.3M |
| Valley National Advisers Inc. | 0.17% | Reduce -0.5% | 2,785 | $1.3M |
| Foronjy Financial LLC | 0.54% | Add +5.5% | 2,782 | $1.3M |
| Bannerstone Capital Management, LLC | 1.19% | Add +0.4% | 2,772 | $1.3M |
| Wealth Management Partners, LLC | 0.37% | Reduce -30.9% | 2,769 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.35% | New | 2,726 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.59% | Reduce -46.7% | 2,721 | $1.3M |
| NWF Advisory Services Inc. | 0.14% | Add +3.4% | 2,713 | $1.3M |
| Acropolis Investment Management, LLC | 0.06% | Add +2.5% | 2,712 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Reduce -0.0% | 2,520 | $1.3M |
| Financial Life Planners | 0.96% | Reduce -6.2% | 2,703 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -0.9% | 2,690 | $1.2M |
| GM Advisory Group, LLC | 0.05% | Add +3.9% | 2,689 | $1.2M |
| Certuity, LLC | 0.08% | Reduce -27.1% | 2,712 | $1.2M |
| Fortune Financial Advisors, LLC | 0.63% | Add +0.1% | 2,664 | $1.2M |
| Eaton Financial Holdings Company, LLC | 0.40% | Reduce -6.3% | 2,656 | $1.2M |
| HighPoint Advisor Group LLC | 0.05% | Reduce -1.6% | 2,655 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +5.6% | 2,632 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.5% | 2,454 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.0% | 2,619 | $1.2M |
| QTR Family Wealth, LLC | 0.50% | Add +5.8% | 2,479 | $1.2M |
| Well Done, LLC | 0.18% | Add +1.0% | 2,594 | $1.2M |
| Caprock Group, LLC | 0.03% | No change | 2,584 | $1.2M |
| Cypress Wealth Services, LLC | 0.17% | Add +0.0% | 2,583 | $1.2M |
| Smartleaf Asset Management LLC | 0.04% | Add +25.7% | 2,628 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -0.7% | 2,546 | $1.2M |
| Tannin Capital LLC | 0.86% | Reduce -7.4% | 2,556 | $1.2M |
| Citizens & Northern Corp. | 0.29% | No change | 2,543 | $1.2M |
| CENTRAL TRUST Co | 0.02% | No change | 2,543 | $1.2M |
| 1ST Source Bank | 0.06% | Reduce -45.1% | 2,541 | $1.2M |
| Rathbones Group PLC | 0.00% | Add +18.5% | 2,528 | $1.2M |
| ZWJ Investment Counsel Inc. | 0.04% | Add +374.9% | 2,517 | $1.2M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.53% | New | 2,510 | $1.2M |
| Odyssey Capital Advisors, Inc. | 1.04% | Reduce -21.7% | 2,500 | $1.2M |
| Advisor Resource Council | 0.46% | Reduce -9.8% | 2,491 | $1.2M |
| Betterment LLC | 0.00% | Add +10.7% | 2,487 | $1.2M |
| Balboa Wealth Partners | 0.19% | Reduce -48.2% | 2,481 | $1.1M |
| First National Trust Co | 0.04% | Reduce -0.7% | 2,479 | $1.1M |
| Glenmede Trust Co. NA | 0.01% | Reduce -1.0% | 2,478 | $1.1M |
| Stokes Family Office, LLC | 0.12% | Reduce -31.7% | 2,476 | $1.1M |
| Redwood Family Wealth LLC | 1.12% | Reduce -2.0% | 2,470 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Add +5.0% | 2,463 | $1.1M |
| Rothschild Investment LLC | 0.06% | Add +1.1% | 2,462 | $1.1M |
| Latitude Advisors, LLC | 0.52% | Add +0.9% | 2,457 | $1.1M |
| Financial Alternatives, Inc | 0.60% | No change | 2,407 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +305.1% | 2,390 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Reduce -0.5% | 2,380 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -2.7% | 2,371 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.24% | Add +0.1% | 2,337 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.41% | Add +12.6% | 2,346 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.0% | 2,287 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +1.5% | 2,275 | $1.1M |
| Beacon Bank & Trust | 0.21% | No change | 2,236 | $1.0M |
| Clear Harbor Asset Management, LLC | 0.07% | New | 2,235 | $1.0M |
| Bitterroot Capital Advisors LLC | 0.62% | No change | 2,219 | $1.0M |
| truNorth Financial Services, Inc. | 1.06% | No change | 2,215 | $1.0M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -15.9% | 2,068 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -29.3% | 2,214 | $1.0M |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | No change | 2,211 | $1.0M |
| Quartz Partners, LLC | 0.40% | Add +5.7% | 2,208 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | No change | 2,205 | $1.0M |
| Visionary Wealth Advisors | 0.04% | Add +0.5% | 2,196 | $1.0M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -9.7% | 2,191 | $1.0M |
| Magnus Financial Group LLC | 0.08% | Reduce -0.1% | 2,188 | $1.0M |
| One Wealth Management Investment & Advisory Services, LLC | 1.22% | Reduce -3.5% | 2,178 | $1.0M |
| Holderness Investments Co. | 0.20% | Add +6.4% | 2,177 | $1.0M |
| Tyche Wealth Partners LLC | 0.16% | Add +29.9% | 2,176 | $1.0M |
| Romano Brothers and Company | 0.11% | Reduce -1.1% | 2,174 | $1.0M |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +259.6% | 2,161 | $1.0M |
| Zhang Financial LLC | 0.03% | Reduce -3.2% | 2,161 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 2,078 | $999K |
| DRW Securities, LLC | 0.05% | New | 2,156 | $999K |
| Earned Wealth Advisors, LLC | 0.07% | Add +6.0% | 2,153 | $997K |
| Bank of Hawaii | 0.05% | No change | 2,149 | $995K |
| NFSG Corp | 0.16% | Reduce -15.3% | 2,122 | $983K |
| Wealth Quarterback LLC | 0.38% | Reduce -7.4% | 2,098 | $972K |
| Pension & Wealth Management Advisors, Inc. | 0.29% | No change | 2,092 | $969K |
| Midwest Trust Co | 0.01% | Reduce -4.2% | 2,090 | $968K |
| Arax Advisory Partners | 0.03% | Reduce -47.4% | 2,080 | $967K |
| Gables Capital Management Inc. | 0.41% | Add +2.0% | 2,071 | $959K |
| Banta Asset Management LP | 0.96% | Reduce -1.9% | 2,054 | $951K |
| Harvest Investment Services, LLC | 0.17% | Reduce -44.7% | 2,052 | $951K |
| Krilogy Financial LLC | 0.03% | Add +11.4% | 1,956 | $950K |
| Ground Swell Capital, LLC | 1.96% | New | 2,049 | $949K |
| Bawa N Mallick Trust | 0.38% | No change | 2,025 | $938K |
| Asset Allocation Strategies LLC | 0.17% | Reduce -14.0% | 2,023 | $937K |
| Widmann Financial Services, Inc. | 0.55% | Reduce -5.9% | 2,012 | $932K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.5% | 2,005 | $929K |
| Drexel Morgan & Co. | 0.14% | No change | 2,000 | $926K |
| Pegasus Asset Management, Inc. | 0.29% | Reduce -1.1% | 1,975 | $915K |
| Alta Wealth Advisors LLC | 0.30% | Reduce -2.7% | 1,964 | $910K |
| United Bank | 0.12% | No change | 1,944 | $900K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -22.1% | 1,943 | $900K |
| Oxinas Partners, LLC | 0.41% | Reduce -2.5% | 1,934 | $896K |
| Godsey & Gibb, Inc. | 0.08% | Reduce -28.7% | 1,926 | $892K |
| Kanawha Capital Management LLC | 0.06% | Add +88.4% | 1,914 | $887K |
| Guardian Capital, LLC | 0.84% | Add +14.5% | 1,906 | $883K |
| Concord Wealth Partners | 0.11% | Reduce -27.7% | 1,904 | $882K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +10.8% | 1,903 | $881K |
| Selective Wealth Management, Inc. | 0.26% | Reduce -18.0% | 1,796 | $877K |
| Motco | 0.08% | No change | 1,893 | $877K |
| Am Investment Strategies LLC | 0.19% | Add +0.1% | 1,890 | $875K |
| Mosaic Advisors LLC | 1.31% | New | 1,771 | $872K |
| Duncker Streett & Co. Inc. | 0.16% | Add +0.1% | 1,873 | $867K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -0.1% | 1,872 | $867K |
| 180 Wealth Advisors, LLC | 0.10% | No change | 1,871 | $867K |
| Soundwatch Capital LLC | 0.11% | No change | 1,850 | $857K |
| Advanced Asset Management Advisors Inc | 0.24% | No change | 1,837 | $851K |
| Bailard, Inc. | 0.02% | Reduce -12.0% | 1,830 | $848K |
| Lodestar Private Asset Management LLC | 0.08% | Add +23.8% | 1,822 | $844K |
| Global Financial Private Client, LLC | 0.28% | No change | 1,821 | $843K |
| Private Trust Co. NA | 0.07% | Reduce -13.4% | 1,812 | $839K |
| Advisors Management Group Inc. | 0.15% | Reduce -0.5% | 1,785 | $826K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -24.8% | 1,777 | $823K |
| Volterra Technologies LP | 0.58% | New | 1,771 | $820K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.2% | 1,771 | $820K |
| Massar Capital Management, LP | 0.16% | New | 1,768 | $819K |
| Mayflower Financial Advisors, LLC | 0.10% | No change | 1,763 | $817K |
| First Hawaiian Bank | 0.11% | No change | 1,762 | $816K |
| Founders Capital Management | 0.40% | Add +3.6% | 1,760 | $815K |
| Regal Investment Advisors LLC | 0.05% | Reduce -4.8% | 1,759 | $815K |
| Eagle Wealth Advisors LLC | 0.75% | No change | 1,742 | $809K |
| Farmers National Bank | 0.18% | Reduce -1.5% | 1,743 | $807K |
| Parallel Advisors, LLC | 0.01% | Add +73.8% | 1,735 | $804K |
| Peoples Bank | 0.80% | Reduce -3.6% | 1,722 | $798K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $793K |
| Marex Group Ltd | 0.01% | New | 1,711 | $793K |
| New England Asset Management Inc. | 0.10% | No change | 1,710 | $792K |
| Orrstown Financial Services Inc. | 0.13% | No change | 1,708 | $791K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.37% | Reduce -80.0% | 1,706 | $790K |
| Black Diamond Financial, LLC | 0.09% | Add +168.8% | 1,699 | $787K |
| Huntleigh Advisors, Inc. | 0.13% | Add +7.9% | 1,680 | $778K |
| Argentarii, LLC | 0.27% | No change | 1,676 | $776K |
| Fagan Associates, Inc. | 0.11% | Reduce -0.6% | 1,673 | $775K |
| OMNI 360 Wealth, Inc. | 0.40% | Reduce -0.6% | 1,657 | $768K |
| Franklin Resources Inc. | 0.00% | Reduce -5.7% | 1,649 | $764K |
| Gilpin Wealth Management, LLC | 0.60% | Reduce -1.1% | 1,646 | $762K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -0.7% | 1,642 | $761K |
| Aventura Private Wealth, LLC | 0.28% | Add +8.4% | 1,634 | $757K |
| Sound Income Strategies, LLC | 0.04% | Reduce -4.0% | 1,624 | $756K |
| Glenview Trust Co | 0.01% | No change | 1,632 | $756K |
| Washington Trust Advisors, Inc. | 0.06% | Add +156.0% | 1,631 | $755K |
| Boston Research & Management Inc. | 0.18% | Reduce -20.7% | 1,627 | $754K |
| True North Advisors, LLC | 0.09% | Add +0.7% | 1,616 | $748K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +33.2% | 1,610 | $746K |
| Milestones Private Investment Advisors LLC | 0.66% | Reduce -0.3% | 1,609 | $745K |
| KG Capital Management | 0.53% | Reduce -32.7% | 1,607 | $744K |
| First Financial Corp. | 0.29% | Reduce -0.3% | 1,600 | $741K |
| Financial Futures Ltd Liability Co. | 0.32% | Reduce -0.7% | 1,592 | $737K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,591 | $737K |
| Centurion Wealth Management LLC | 0.17% | No change | 1,579 | $732K |
| Everest Financial Group LLC | 0.12% | New | 1,574 | $729K |
| Murphy & Mullick Capital Management Corp | 0.54% | Add +47.5% | 1,569 | $727K |
| Fogel Capital Management, Inc. | 0.33% | No change | 1,568 | $726K |
| Arkos Global Advisors | 0.09% | No change | 1,564 | $724K |
| Arwa LLC | 0.36% | No change | 1,500 | $723K |
| Fisher Asset Management | 0.00% | Add +102.6% | 1,554 | $720K |
| Financial Planning Hawaii, Inc. | 0.42% | Add +0.1% | 1,554 | $720K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.29% | Reduce -4.1% | 1,538 | $712K |
| Marks Group Wealth Management, Inc | 0.07% | Reduce -5.6% | 1,532 | $710K |
| Eagle Rock Investment Company, LLC | 0.10% | No change | 1,525 | $706K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +82.7% | 1,524 | $706K |
| Capital Asset Managemnet, LLC | 0.79% | Add +0.3% | 1,517 | $703K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +7.3% | 1,506 | $698K |
| JDM Financial Group LLC | 0.27% | No change | 1,505 | $697K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $696K |
| Main Street Research LLC | 0.04% | Add +134.7% | 1,502 | $696K |
| Sage Capital Advisors,llc | 0.16% | Add +0.4% | 1,501 | $695K |
| Geneos Wealth Management Inc. | 0.02% | Add +6.7% | 1,500 | $695K |
| HCR Wealth Advisors | 0.07% | Reduce -4.9% | 1,500 | $695K |
| Roehl & Yi Investment Advisors, LLC | 0.26% | Reduce -2.9% | 1,500 | $695K |
| Sterling Investment Counsel, LLC | 0.19% | Reduce -5.4% | 1,499 | $694K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,495 | $694K |
| Mutual Advisors, LLC | 0.01% | Add +2.7% | 1,492 | $691K |
| Cim, LLC | 0.10% | Add +1.6% | 1,492 | $691K |
| Atlas Legacy Advisors, LLC | 0.13% | Add +100.0% | 1,486 | $688K |
| Claro Advisors Inc. | 0.08% | Add +0.1% | 1,484 | $687K |
| Calton & Associates, Inc. | 0.10% | Reduce -4.7% | 1,484 | $687K |
| Argent Trust Co | 0.02% | Reduce -4.2% | 1,481 | $686K |
| Cordoba Advisory Partners LLC | 0.19% | Reduce -65.8% | 1,474 | $684K |
| Clark Asset Management, LLC | 0.06% | No change | 1,475 | $683K |
| BTS Asset Management, Inc. | 2.61% | Reduce -37.3% | 1,465 | $678K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +19.4% | 1,456 | $674K |
| Dumont & Blake Investment Advisors LLC | 0.17% | Reduce -3.1% | 1,450 | $671K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -0.2% | 1,444 | $671K |
| Key Client Fiduciary Advisors, LLC | 0.23% | No change | 1,438 | $666K |
| Fidelity D & D Bancorp Inc. | 0.27% | Add +0.2% | 1,434 | $664K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -5.4% | 1,433 | $664K |
| Eldridge Investment Advisors, Inc. | 0.15% | No change | 1,430 | $662K |
| WESPAC Advisors, LLC | 0.36% | Reduce -43.8% | 1,422 | $659K |
| Burns J W & Co. Inc. | 0.08% | Reduce -0.1% | 1,421 | $658K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 1,419 | $657K |
| Peak Planning Group, LLC | 0.18% | Reduce -1.1% | 1,413 | $655K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -47.3% | 1,404 | $653K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,409 | $653K |
| Financial Guidance Group, Inc. | 0.26% | No change | 1,406 | $651K |
| Denver Wealth Management, Inc. | 0.22% | Reduce -4.8% | 1,406 | $651K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.0% | 1,405 | $651K |
| Lanark Financial, Inc. | 0.05% | Add +2.2% | 1,398 | $648K |
| Rockland Trust Co. | 0.03% | Add +165.7% | 1,395 | $646K |
| First Trust Advisors LP | 0.00% | Reduce -28.3% | 1,390 | $644K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.6% | 1,386 | $642K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 1,377 | $639K |
| Howard Wealth Management, LLC | 0.27% | Reduce -4.0% | 1,378 | $638K |
| Powers Advisory Group, LLC | 0.22% | No change | 1,371 | $635K |
| Hobbs Group Advisors, LLC | 0.19% | Add +0.4% | 1,370 | $635K |
| Innovative Wealth Building LLC | 0.45% | Add +0.4% | 1,369 | $634K |
| Carnegie Investment Counsel | 0.01% | Add +1.0% | 1,361 | $630K |
| Weaver Consulting Group | 0.15% | Reduce -0.5% | 1,359 | $629K |
| Vaughan David Investments LLC | 0.01% | No change | 1,355 | $628K |
| Allie Family Office LLC | 0.27% | Reduce -34.9% | 1,352 | $626K |
| Quantum Private Wealth, LLC | 0.19% | No change | 1,352 | $626K |
| USA Financial Formulas | 0.12% | Reduce -5.8% | 1,337 | $619K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $619K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $618K |
| American Trust | 0.05% | Add +0.9% | 1,333 | $617K |
| Destiny Wealth Partners, LLC | 0.07% | New | 1,321 | $612K |
| BIP Wealth, LLC | 0.02% | Add +7.4% | 1,310 | $607K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -16.3% | 1,302 | $603K |
| Calamos Wealth Management LLC | 0.02% | Add +30.0% | 1,301 | $603K |
| Calamos Advisors LLC | 0.00% | New | 1,301 | $603K |
| Bensler, LLC | 0.06% | Reduce -0.5% | 1,301 | $602K |
| Hoxton Planning & Management, LLC | 0.18% | No change | 1,300 | $602K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.1% | 1,297 | $601K |
| Pacific Financial Group Inc. | 0.32% | Reduce -6.4% | 1,297 | $601K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,291 | $598K |
| Appleton Partners Inc. | 0.04% | No change | 1,289 | $597K |
| Guidance Point Advisors, LLC | 0.14% | Add +0.2% | 1,281 | $595K |
| Olistico Wealth, LLC | 0.29% | No change | 1,284 | $595K |
| IPG Investment Advisors LLC | 0.10% | Reduce -80.8% | 1,267 | $588K |
| Eastern Bank | 0.01% | No change | 1,261 | $584K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -6.7% | 1,260 | $584K |
| Opinicus Capital, Inc. | 0.41% | Add +0.8% | 1,256 | $582K |
| Continuum Advisory, LLC | 0.06% | Add +0.5% | 1,251 | $580K |
| Facet Wealth, Inc. | 0.01% | Add +155.8% | 1,251 | $579K |
| SkyOak Wealth, LLC | 0.11% | Add +0.2% | 1,251 | $579K |
| Watchman Group, Inc. | 0.14% | No change | 1,250 | $579K |
| LJI Wealth Management, LLC | 0.09% | No change | 1,250 | $579K |
| Horizon Wealth Management, LLC | 0.08% | Add +22.1% | 1,244 | $576K |
| Diversified Enterprises, LLC | 0.03% | Add +0.2% | 1,242 | $575K |
| Retirement Solution LLC | 0.13% | New | 1,225 | $567K |
| Nottingham Advisors, Inc. | 0.07% | No change | 1,220 | $565K |
| Alteri Wealth LLC | 0.18% | Add +26.3% | 1,219 | $565K |
| Lighthouse Financial Services Inc. | 0.13% | Add +0.2% | 1,157 | $562K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -0.3% | 1,211 | $561K |
| Financial Solutions Advisory Group, Inc. | 0.08% | — | 1,210 | $560K |
| Ipswich Investment Management Co., Inc. | 0.13% | No change | 1,201 | $556K |
| Activest Wealth Management | 0.10% | Reduce -55.1% | 1,199 | $555K |
| LexAurum Advisors, LLC | 0.07% | — | 1,196 | $554K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 1,155 | $554K |
| Riverbend Wealth Management, LLC | 0.34% | Add +0.3% | 1,191 | $551K |
| Kaydan Wealth Management, Inc. | 0.18% | No change | 1,184 | $548K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $547K |
| Sentinel Wealth Management, Inc. | 0.43% | No change | 1,170 | $543K |
| Shrier Wealth Management, LLC | 0.20% | Reduce -0.9% | 1,168 | $541K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,168 | $541K |
| National Philanthropic Trust | 0.01% | Add +4.5% | 1,168 | $541K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.3% | 1,167 | $540K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.3% | 1,165 | $540K |
| Meeder Advisory Services, Inc. | 0.02% | Add +8.7% | 1,163 | $539K |
| Rakuten Securities, Inc. | 0.22% | Add +412.8% | 1,159 | $537K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $535K |
| McGuire Investment Group, LLC | 0.06% | Add +7.8% | 1,154 | $535K |
| Okabena Investment Services Inc. | 0.10% | No change | 1,150 | $533K |
| Private Capital Management, LLC | 0.05% | Reduce -4.2% | 1,150 | $533K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.11% | No change | 1,147 | $532K |
| Capital Advisors Inc. | 0.01% | Add +12.2% | 1,148 | $532K |
| AlTi Global, Inc. | 0.01% | Add +0.2% | 1,141 | $529K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -31.4% | 1,142 | $529K |
| Cane Capital Partners, LLC | 0.23% | Add +15.0% | 1,140 | $528K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -2.6% | 1,139 | $528K |
| Duncan Williams Asset Management, LLC | 0.15% | Reduce -52.4% | 1,134 | $525K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,132 | $524K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -13.7% | 1,130 | $523K |
| Innova Wealth Partners | 0.25% | Add +10.9% | 1,128 | $522K |
| Forum Financial Management, LP | 0.01% | Add +0.5% | 1,128 | $522K |
| Destination Wealth Management | 0.01% | No change | 1,127 | $522K |
| Sandy Cove Advisors, LLC | 0.16% | Add +0.4% | 1,125 | $521K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.1% | 1,122 | $519K |
| Delta Capital Management LLC | 0.29% | No change | 1,120 | $519K |
| Compass Planning Associates Inc | 0.33% | No change | 1,116 | $517K |
| Howe & Rusling Inc. | 0.03% | Reduce -15.2% | 1,113 | $516K |
| Innovative Asset Advisors Group, LLC | 0.30% | — | 1,108 | $514K |
| Enzi Wealth | 0.18% | No change | 1,110 | $514K |
| Principal Securities, Inc. | 0.01% | Add +1.4% | 1,106 | $512K |
| LWM Advisory Services, LLC | 0.55% | Reduce -11.8% | 1,106 | $512K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $510K |
| St Germain D J Co. Inc. | 0.02% | Reduce -2.0% | 1,100 | $510K |
| Kellett Wealth Advisors, LLC | 0.28% | Add +0.5% | 1,099 | $509K |
| Laffer Tengler Investments, Inc. | 0.09% | No change | 1,096 | $508K |
| Ring Mountain Capital, LLC | 0.28% | Reduce -0.1% | 1,090 | $505K |
| Sage Financial Group Inc. | 0.03% | No change | 1,082 | $501K |
| Warner Financial, Inc. | 0.17% | Add +0.1% | 1,082 | $501K |
| Athena Investment Management | 0.26% | No change | 1,078 | $499K |
| Boyd Watterson Asset Management LLC | 0.15% | No change | 1,073 | $497K |
| Debussy Capital Management LP | 0.07% | No change | 1,065 | $493K |
| Wealth Care LLC | 0.44% | — | 1,061 | $491K |
| JT Stratford LLC | 0.06% | Reduce -5.7% | 1,059 | $491K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +2.9% | 1,054 | $488K |
| Diversified Trust Co. | 0.01% | No change | 1,053 | $488K |
| Root Financial Partners, LLC | 0.02% | Reduce -4.5% | 1,053 | $488K |
| Greenleaf Trust | 0.00% | No change | 1,053 | $488K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,052 | $487K |
| Sand Hill Global Advisors, LLC | 0.02% | New | 1,050 | $486K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -14.3% | 1,047 | $485K |
| Aprio Wealth Management, LLC | 0.03% | Add +1.2% | 1,042 | $483K |
| Redwood Financial Network Corp | 0.32% | Reduce -4.1% | 1,037 | $481K |
| Investment Partners Asset Management, Inc. | 0.30% | No change | 1,034 | $479K |
| Red Door Wealth Management, LLC | 0.05% | No change | 1,031 | $477K |
| Bradley & Co. Private Wealth Management, LLC | 0.25% | No change | 1,028 | $477K |
| Plancorp, LLC | 0.01% | Add +0.3% | 995 | $477K |
| GC Wealth Management RIA, LLC | 0.02% | Add +80.9% | 1,024 | $474K |
| Campbell Deegan Wealth Management, LLC | 0.38% | Add +0.1% | 1,022 | $474K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $474K |
| Freestate Advisors LLC | 0.38% | Add +0.4% | 1,019 | $472K |
| Bluesphere Advisors LLC | 0.17% | No change | 1,015 | $470K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,011 | $468K |
| Silver Grove Financial Group, Inc. | 0.38% | New | 1,010 | $468K |
| Hegarty Advisors, LLC | 0.37% | Reduce -1.0% | 1,008 | $467K |
| Sather Financial Group Inc | 0.03% | No change | 1,005 | $466K |
| Clifford Swan Investment Counsel LLC | 0.02% | No change | 1,002 | $464K |
| Successful Portfolios LLC | 0.26% | Reduce -64.3% | 1,000 | $463K |
| Chesley Taft & Associates LLC | 0.02% | No change | 1,000 | $463K |
| Capstone Wealth Management, Inc. | 0.39% | No change | 994 | $463K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | No change | 996 | $461K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +36.0% | 993 | $460K |
| Spinnaker Trust | 0.03% | No change | 992 | $459K |
| Agf Management Ltd. | 0.00% | No change | 990 | $459K |
| Mattern Wealth Management LLC | 0.09% | Reduce -3.4% | 989 | $458K |
| Vista Investment Partners LLC | 0.12% | No change | 983 | $455K |
| PGIM Custom Harvest LLC | 0.01% | Add +5.6% | 980 | $454K |
| RIA Advisory Group LLC | 0.11% | Add +22.1% | 978 | $453K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | No change | 976 | $452K |
| Shared Vision Wealth Group LLC | 0.18% | Add +78.2% | 971 | $450K |
| AlphaCore Capital LLC | 0.01% | Reduce -63.2% | 966 | $448K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Reduce -7.4% | 967 | $448K |
| JB Capital LLC | 0.02% | Add +33.2% | 963 | $446K |
| DSG Capital Advisors, LLC | 0.07% | No change | 963 | $446K |
| W Advisors, LLC | 0.23% | Add +3.4% | 956 | $443K |
| Sierra Capital LLC | 0.05% | No change | 955 | $442K |
| Element Wealth, LLC | 0.18% | Reduce -0.2% | 953 | $442K |
| GenTrust, LLC | 0.02% | No change | 948 | $440K |
| Grantvest Financial Group LLC | 0.28% | Reduce -7.1% | 950 | $440K |
| GatePass Capital, LLC | 0.22% | No change | 942 | $436K |
| Crewe Advisors LLC | 0.04% | Reduce -0.6% | 941 | $436K |
| Hayek Kallen Investment Management | 0.14% | New | 937 | $434K |
| Navigation Group, LLC | 0.10% | — | 936 | $434K |
| Indivisible Partners | 0.04% | Add +86.6% | 935 | $433K |
| Bernardo Wealth Planning LLC | 0.08% | Add +5.9% | 933 | $432K |
| Eagle Strategies LLC | 0.05% | Add +3.6% | 928 | $430K |
| Armbruster Capital Management, Inc. | 0.07% | No change | 923 | $428K |
| CGN Advisors LLC | 0.03% | No change | 920 | $426K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 919 | $426K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $422K |
| Mather Group, Llc. | 0.00% | Reduce -2.9% | 902 | $418K |
| Private Client Services, LLC | 0.12% | Add +34.6% | 898 | $416K |
| Empirical Asset Management, LLC | 0.11% | Add +4.2% | 897 | $415K |
| Traction Financial Partners, LLC | 0.25% | Reduce -14.3% | 894 | $414K |
| One Capital Management, LLC | 0.01% | No change | 890 | $412K |
| BlackDiamond Wealth Management, LLC | 0.20% | Add +9.3% | 890 | $412K |
| Winthrop Advisory Group LLC | 0.03% | No change | 888 | $412K |
| Meridian Management Co. | 0.10% | No change | 877 | $406K |
| Granite Bay Wealth Management, LLC | 0.09% | No change | 876 | $406K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Add +1.5% | 873 | $404K |
| Highline Wealth Partners LLC | 0.10% | Add +4.3% | 870 | $403K |
| Kapstone Financial Advisors LLC | 0.20% | No change | 869 | $403K |
| Dale Q Rice Investment Management Ltd | 0.30% | Reduce -3.3% | 868 | $402K |
| Patten & Patten Inc. | 0.02% | No change | 866 | $401K |
| CPC Advisors, LLC | 0.06% | No change | 862 | $399K |
| Davidson Capital Management Inc. | 0.07% | No change | 862 | $399K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -3.3% | 861 | $399K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +0.1% | 859 | $398K |
| Revisor Wealth Management LLC | 0.11% | Reduce -5.5% | 856 | $397K |
| Pacific Sun Financial Corp | 0.19% | Add +1.2% | 854 | $396K |
| Granite FO LLC | 0.23% | No change | 855 | $396K |
| M3 Advisory Group, LLC | 0.24% | Add +0.6% | 853 | $395K |
| Centennial Wealth Advisory LLC | 0.10% | Add +49.6% | 847 | $392K |
| Freedom Financial Partners LLC | 0.14% | No change | 846 | $392K |
| Floyd Financial Group LLC | 0.26% | No change | 807 | $391K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -9.7% | 843 | $390K |
| Belpointe Asset Management LLC | 0.01% | Reduce -9.7% | 843 | $390K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -1.2% | 840 | $389K |
| SVB Wealth LLC | 0.03% | No change | 840 | $389K |
| Clare Market Investments LLC | 0.08% | — | 838 | $388K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 838 | $388K |
| Unique Wealth Strategies, LLC | 0.16% | Add +0.1% | 837 | $388K |
| WNY Asset Management, LLC | 0.04% | — | 837 | $388K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.3% | 837 | $388K |
| Wiser Advisor Group LLC | 0.47% | Reduce -29.8% | 835 | $387K |
| Leeward Financial Partners, LLC | 0.11% | No change | 834 | $386K |
| KFG Wealth Management, LLC | 0.05% | No change | 834 | $386K |
| AdvisorNet Financial, Inc | 0.02% | Add +15.3% | 827 | $383K |
| Everhart Financial Group, Inc. | 0.03% | No change | 823 | $381K |
| First Manhattan Co. Llc. | 0.00% | No change | 821 | $381K |
| Capital Advisory Group Advisory Services, LLC | 16.85% | — | 819 | $379K |
| Seven Mile Advisory | 0.27% | Reduce -55.5% | 817 | $378K |
| Victrix Investment Advisors | 0.14% | Reduce -10.9% | 816 | $378K |
| Marshall Financial Group, LLC | 0.06% | Add +2.4% | 814 | $377K |
| Money Concepts Capital Corp. | 0.02% | Reduce -82.9% | 813 | $377K |
| Alternative Investment Advisors, LLC. | 0.17% | New | 811 | $376K |
| Alpha Advisors, LLC | 0.30% | No change | 808 | $374K |
| Advisors Capital Management, LLC | 0.00% | Add +0.1% | 806 | $373K |
| Smithfield Trust Co | 0.02% | No change | 805 | $373K |
| Freestone Capital Holdings, LLC | 0.01% | Add +11.2% | 804 | $372K |
| Salem Investment Counselors Inc. | 0.01% | No change | 802 | $372K |
| Pacific Center for Financial Services | 0.09% | Reduce -1.5% | 801 | $371K |
| WealthShield Partners, LLC | 0.04% | No change | 801 | $371K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -28.4% | 799 | $370K |
| Peak Asset Management, LLC | 0.07% | Reduce -1.2% | 798 | $370K |
| Prosperity Planning, Inc. | 0.13% | No change | 794 | $368K |
| Waldron Private Wealth LLC | 0.01% | Reduce -0.9% | 787 | $365K |
| Adkins Seale Capital Management LLC | 0.36% | No change | 785 | $364K |
| Parisi Gray Wealth Management | 0.09% | Add +0.4% | 785 | $363K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -1.3% | 781 | $362K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 781 | $362K |
| Samalin Investment Counsel, LLC | 0.13% | Reduce -69.8% | 781 | $362K |
| Smith Thornton Advisors LLC | 0.18% | No change | 779 | $361K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 777 | $360K |
| Natixis | 0.00% | Reduce -91.9% | 777 | $360K |
| First Citizens Financial Corp | 0.17% | No change | 775 | $359K |
| Aspire Capital Advisors LLC | 0.08% | Add +0.3% | 771 | $357K |
| Wealthspan Partners, LLC | 0.13% | No change | 767 | $355K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Add +0.3% | 766 | $355K |
| Caxton Associates LLP | 0.01% | New | 764 | $354K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 760 | $354K |
| Lakeshore Capital Group, Inc. | 0.29% | Add +0.1% | 762 | $353K |
| Evermay Wealth Management LLC | 0.04% | No change | 761 | $353K |
| Ranch Capital Advisors Inc. | 0.13% | No change | 760 | $352K |
| Wealthcare Capital Management LLC | 0.04% | No change | 759 | $352K |
| Aspiriant, LLC | 0.01% | Reduce -17.3% | 758 | $351K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +4.3% | 750 | $347K |
| Sonata Capital Group Inc. | 0.13% | No change | 750 | $347K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +36.6% | 750 | $347K |
| Blue Trust, Inc. | 0.00% | No change | 748 | $347K |
| Schrum Private Wealth Management LLC | 0.26% | Add +0.1% | 748 | $346K |
| Parsons Capital Management Inc. | 0.02% | No change | 748 | $346K |
| PCG Wealth Advisors, LLC | 0.09% | No change | 745 | $345K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -25.9% | 705 | $345K |
| Annandale Capital, LLC | 0.06% | Add +6.5% | 743 | $344K |
| Vanguard Advisers Inc. | 0.00% | — | 741 | $343K |
| Ellerson Group Inc. | 0.22% | No change | 740 | $343K |
| HM Payson & Co. | 0.00% | No change | 740 | $343K |
| First National Bank Sioux Falls | 0.09% | No change | 705 | $342K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 739 | $342K |
| Ibex Wealth Advisors | 0.03% | New | 738 | $342K |
| Wedmont Private Capital | 0.01% | Add +1.9% | 709 | $340K |
| Keebeck Wealth Management | 0.04% | No change | 730 | $339K |
| Warwick Investment Management, Inc. | 0.05% | Add +0.1% | 730 | $338K |
| SoundView Advisors Inc. | 0.12% | Add +6.1% | 731 | $338K |
| HHM Wealth Advisors, LLC | 0.04% | Add +7.4% | 723 | $335K |
| Retirement Planning Co of New England, Inc. | 0.14% | No change | 720 | $333K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.3% | 715 | $332K |
| World Equity Group, Inc. | 0.09% | Reduce -1.2% | 715 | $331K |
| High Note Wealth, LLC | 0.07% | No change | 715 | $331K |
| Axiom Investment Management LLC | 0.25% | — | 713 | $330K |
| Banco Santander, S.A. | 0.00% | No change | 713 | $330K |
| Boreal Capital Management LLC | 0.32% | No change | 710 | $330K |
| Ignite Planners, LLC | 0.05% | Add +2.9% | 711 | $329K |
| KFA Private Wealth Group, LLC | 0.08% | Add +4.9% | 710 | $329K |
| Monument Capital Management | 0.08% | No change | 707 | $327K |
| Avior Wealth Management, LLC | 0.01% | New | 706 | $327K |
| Gryphon Financial Partners LLC | 0.03% | No change | 704 | $326K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 701 | $325K |
| Narus Financial Partners, LLC | 0.09% | No change | 700 | $324K |
| Fiduciary Financial Group, LLC | 0.04% | Reduce -12.8% | 700 | $324K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $324K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -4.4% | 698 | $323K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 653 | $321K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -5.5% | 693 | $321K |
| Francis Financial, Inc. | 0.06% | No change | 691 | $320K |
| ShankerValleau Wealth Advisors, Inc. | 0.09% | No change | 690 | $320K |
| Independent Wealth Advisors LLC | 0.31% | New | 690 | $320K |
| Donaldson Capital Management, LLC | 0.01% | Add +12.4% | 688 | $319K |
| Richards, Merrill & Peterson, Inc. | 0.12% | No change | 688 | $319K |
| Front Row Advisors LLC | 0.11% | Add +0.4% | 683 | $317K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -82.9% | 684 | $317K |
| Sherman Wealth Management LLC | 0.27% | Add +0.3% | 676 | $313K |
| North Star Investment Management Corp. | 0.02% | Add +28.6% | 675 | $313K |
| Ingalls & Snyder LLC | 0.01% | Reduce -12.8% | 673 | $312K |
| Vantage Point Financial LLC | 0.11% | New | 673 | $312K |
| Appalachian Capital Management Ltd | 0.25% | No change | 672 | $311K |
| Aldebaran Financial Inc. | 0.30% | Reduce -1.8% | 671 | $311K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 670 | $310K |
| Moneco Advisors, LLC | 0.02% | No change | 670 | $310K |
| Tactive Advisors, LLC | 0.09% | Reduce -41.8% | 667 | $309K |
| Weil Company, Inc. | 0.07% | No change | 666 | $308K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -18.9% | 659 | $306K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -16.0% | 660 | $306K |
| Westside Investment Management, Inc. | 0.05% | Add +18.0% | 655 | $304K |
| Smith Salley Wealth Management | 0.02% | No change | 655 | $303K |
| Rehmann Capital Advisory Group | 0.02% | No change | 650 | $301K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $301K |
| Councilmark Asset Management, LLC | 0.17% | No change | 650 | $301K |
| Miramontes Capital, LLC | 0.10% | Reduce -3.1% | 648 | $300K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 646 | $299K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 646 | $299K |
| Marmo Financial Group, LLC | 0.15% | New | 645 | $299K |
| Stevens Capital Partners | 0.07% | Add +0.2% | 646 | $299K |
| Moseley Investment Management Inc. | 0.10% | No change | 645 | $299K |
| Ridgecrest Wealth Partners, LLC | 0.16% | Reduce -13.4% | 644 | $298K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $296K |
| Total Clarity Wealth Management, Inc. | 0.07% | Reduce -2.3% | 639 | $296K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.9% | 638 | $296K |
| Goldstone Financial Group, LLC | 0.03% | No change | 637 | $295K |
| SOA Wealth Advisors, LLC. | 0.06% | Add +4.8% | 637 | $295K |
| Empower Advisory Group, LLC | 0.00% | Reduce -7.3% | 637 | $295K |
| PCG Asset Management, LLC | 0.24% | Add +0.2% | 634 | $294K |
| Vigilare Wealth Management | 0.10% | Reduce -2.9% | 634 | $294K |
| NorthRock Partners, LLC | 0.00% | Reduce -1.1% | 633 | $293K |
| Accredited Investors Inc. | 0.02% | No change | 628 | $291K |
| Dunhill Financial, LLC | 0.07% | Reduce -4.7% | 627 | $290K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 626 | $290K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 625 | $289K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -8.8% | 624 | $289K |
| Powerhouse Assets LLC | 0.25% | New | 625 | $289K |
| BNC Wealth Management, LLC | 0.08% | Reduce -1.6% | 624 | $289K |
| Beacon Investment Advisors LLC | 0.11% | Add +0.3% | 620 | $287K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 620 | $287K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +1.8% | 620 | $287K |
| Bedell Frazier Investment Counselling, LLC | 0.06% | Reduce -2.4% | 619 | $287K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 585 | $287K |
| Nautilus Advisors LLC | 0.20% | New | 617 | $286K |
| Advyzon Investment Management, LLC | 0.03% | Add +9.0% | 617 | $286K |
| Signet Private Wealth LLC | 0.27% | Add +2.8% | 616 | $285K |
| Strategic Advisory Partners, LLC | 0.22% | Reduce -14.0% | 615 | $285K |
| Financial Management Professionals, Inc. | 0.03% | No change | 614 | $285K |
| Retirement Planning Group, LLC / NY | 0.18% | Add +0.3% | 614 | $285K |
| Wingate Wealth Advisors, Inc. | 0.15% | Add +0.2% | 615 | $285K |
| Excalibur Management Corp. | 0.10% | No change | 612 | $283K |
| JBR Co Financial Management Inc | 0.12% | No change | 589 | $283K |
| Avalon Capital Management | 0.08% | No change | 611 | $283K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 608 | $282K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 562 | $279K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $279K |
| Harbor Group, Inc. | 0.04% | Add +0.3% | 601 | $278K |
| Heritage Family Offices, LLP | 0.12% | No change | 600 | $278K |
| Heritage Wealth Advisors | 0.01% | No change | 600 | $278K |
| 4WEALTH Advisors, Inc. | 0.24% | Add +19.7% | 614 | $277K |
| Selby Wealth Management, LLC | 0.11% | Reduce -1.6% | 598 | $277K |
| Whitcomb & Hess, Inc. | 0.06% | No change | 597 | $276K |
| Obermeyer Wealth Partners | 0.01% | No change | 596 | $276K |
| Atlantic Private Wealth, LLC | 0.18% | Add +0.3% | 594 | $275K |
| Bfsg, LLC | 0.03% | No change | 594 | $275K |
| PDS Planning, Inc | 0.02% | Add +0.2% | 594 | $275K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 571 | $275K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -0.3% | 593 | $274K |
| San Luis Wealth Advisors LLC | 0.05% | No change | 592 | $274K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $273K |
| X-Square Capital, LLC | 0.09% | New | 587 | $272K |
| Revolve Wealth Partners, LLC | 0.04% | Add +2.5% | 584 | $271K |
| City Holding Co. | 0.03% | No change | 584 | $271K |
| First International Bank of Israel Ltd. | 0.08% | New | 579 | $268K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 576 | $267K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | No change | 575 | $267K |
| Meridian Financial Advisors, LLC | 0.15% | No change | 575 | $266K |
| Banque Pictet & Cie SA | 0.00% | New | 575 | $266K |
| Fort Point Capital Partners LLC | 0.03% | No change | 569 | $264K |
| Brand Asset Management Group, Inc. | 0.07% | Add +8.4% | 570 | $264K |
| Van Den Berg Management I, Inc. | 0.06% | Reduce -51.0% | 569 | $264K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -45.3% | 569 | $264K |
| Inspire Advisors, LLC | 0.02% | Add +2.0% | 568 | $263K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 566 | $262K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 565 | $262K |
| 55 North Private Wealth, LLC | 0.07% | No change | 565 | $262K |
| Maltin Wealth Management, Inc. | 0.10% | No change | 564 | $261K |
| Accelerate Investment Advisors LLC | 0.17% | Reduce -22.6% | 564 | $261K |
| Tull Financial Group, Inc. | 0.12% | No change | 563 | $261K |
| Mystic Asset Management, Inc. | 0.06% | No change | 562 | $260K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 561 | $260K |
| Slagle Financial, LLC | 0.09% | Reduce -26.1% | 560 | $259K |
| Citizens National Bank Trust Department | 0.04% | No change | 560 | $259K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 524 | $259K |
| Liberty Wealth Management LLC | 0.03% | Reduce -2.6% | 555 | $257K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 552 | $256K |
| Key Financial Inc | 0.05% | Reduce -2.5% | 553 | $256K |
| Peak Wealth Management LLC | 0.21% | No change | 552 | $256K |
| Rockingstone Advisors LLC | 0.12% | No change | 550 | $255K |
| Topsail Wealth Management, LLC | 0.04% | No change | 550 | $255K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $255K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $254K |
| Cadinha & Co. LLC | 0.05% | Reduce -99.0% | 545 | $252K |
| Pure Financial Advisors, LLC | 0.00% | No change | 543 | $252K |
| Financial Management Network Inc. | 0.04% | Add +0.2% | 521 | $251K |
| Neumann Capital Management, LLC | 0.07% | Reduce -15.6% | 542 | $251K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 538 | $249K |
| Independent Solutions Wealth Management, LLC | 0.04% | New | 538 | $249K |
| Elite Life Management LLC | 0.31% | No change | 500 | $248K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | Add +0.4% | 511 | $248K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -8.6% | 535 | $248K |
| Northstar Group, Inc. | 0.04% | No change | 534 | $247K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 533 | $247K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -5.0% | 532 | $246K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -77.0% | 531 | $246K |
| Hantz Financial Services, Inc. | 0.00% | Add +2.1% | 529 | $245K |
| HBW Advisory Services LLC | 0.03% | Reduce -40.6% | 525 | $243K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 524 | $243K |
| OneAscent Financial Services LLC | 0.01% | New | 524 | $243K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -60.5% | 520 | $241K |
| Cullen Capital Management, LLC | 0.00% | New | 520 | $241K |
| VectorGlobal IAG, Inc. | 0.06% | — | 517 | $239K |
| Wellington Shields & Co., LLC | 0.06% | Add +3.6% | 517 | $239K |
| Anchyra Partners LLC | 0.07% | Reduce -1.0% | 515 | $239K |
| Blue Fin Capital, Inc. | 0.04% | No change | 515 | $239K |
| Clear Wave Wealth Management LLC | 0.06% | — | 514 | $238K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.4% | 511 | $237K |
| Cardinal Point Capital Management ULC | 0.01% | No change | 510 | $236K |
| CIBC Asset Management Inc | 0.00% | No change | 510 | $236K |
| Great Diamond Partners, LLC | 0.05% | Add +0.2% | 508 | $236K |
| Basepoint Wealth LLC | 0.13% | Add +0.2% | 509 | $236K |
| Spirepoint Private Client, LLC | 0.02% | Reduce -1.9% | 507 | $235K |
| Wisconsin Wealth Advisors, LLC | 0.23% | No change | 505 | $234K |
| Tandem Capital Management Corp. | 0.12% | No change | 505 | $234K |
| Fiducient Advisors LLC | 0.03% | No change | 503 | $234K |
| Moment Partners, LLC | 0.04% | No change | 502 | $233K |
| QRG Capital Management, Inc. | 0.00% | Reduce -46.0% | 503 | $233K |
| Gateway Wealth Partners, LLC | 0.01% | New | 502 | $233K |
| Axecap Investments, LLC | 0.16% | No change | 501 | $232K |
| Vestor Capital, LLC | 0.02% | Add +10.1% | 500 | $232K |
| Primoris Wealth Advisors, LLC | 0.16% | No change | 500 | $232K |
| Team Financial Group, LLC | 0.11% | No change | 500 | $232K |
| Ping Capital Management, Inc. | 0.09% | No change | 500 | $232K |
| Register Financial Advisors LLC | 0.09% | Add +2.0% | 500 | $232K |
| Act Wealth Management, LLC | 0.08% | New | 500 | $232K |
| GAMCO Investors | 0.00% | No change | 500 | $232K |
| LFA - Lugano Financial Advisors SA | 0.12% | No change | 500 | $231K |
| Howard Capital Management, LLC | 0.00% | Reduce -1.0% | 499 | $231K |
| ABLE Financial Group, LLC | 0.04% | No change | 495 | $229K |
| Retirement Planning Group, LLC | 0.01% | New | 493 | $228K |
| IFS Advisors, LLC | 0.12% | No change | 491 | $227K |
| 360 Financial, Inc. | 0.07% | New | 487 | $226K |
| First United Bank & Trust | 0.07% | Reduce -2.0% | 486 | $225K |
| Prasad Wealth Partners, LLC | 0.06% | Add +0.2% | 483 | $224K |
| Seneca Financial Advisors LLC | 0.07% | No change | 481 | $223K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -77.8% | 480 | $222K |
| Bison Wealth, LLC | 0.02% | Add +1.1% | 445 | $221K |
| Napier Financial, LLC | 0.05% | New | 476 | $220K |
| Global Trust Wealth Management LLC | 0.17% | Reduce -9.3% | 476 | $220K |
| Ashton Thomas Securities, LLC | 0.03% | No change | 476 | $220K |
| Garrison Bradford & Associates Inc. | 0.25% | New | 472 | $219K |
| TCFG Wealth Management, LLC | 0.08% | Add +0.2% | 472 | $219K |
| TCFG Investment Advisors, LLC | 0.08% | — | 472 | $219K |
| Capital Square, LLC | 0.10% | No change | 444 | $219K |
| TigerOak Management, L.L.C. | 0.07% | No change | 469 | $217K |
| Fairvoy Private Wealth, LLC | 0.05% | Reduce -17.3% | 468 | $217K |
| Summit Place Financial Advisors, LLC | 0.10% | No change | 467 | $216K |
| JDH Wealth Management, LLC | 0.15% | No change | 466 | $216K |
| Integrity Wealth Solutions LLC | 0.08% | Reduce -0.6% | 466 | $216K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 466 | $216K |
| Winebrenner Capital Management LLC | 0.14% | No change | 465 | $215K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 465 | $215K |
| Disciplined Investors, L.L.C. | 0.13% | No change | 464 | $215K |
| Haverford Trust Co | 0.00% | No change | 464 | $215K |
| TRB Wealth Management, LLC | 0.03% | — | 463 | $215K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 463 | $214K |
| Brown Brothers Harriman & Co. | 0.00% | Add +172.3% | 463 | $214K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 462 | $214K |
| Evensky & Katz LLC | 0.01% | No change | 462 | $214K |
| Rockline Wealth Management, LLC | 0.05% | No change | 459 | $213K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 456 | $211K |
| Ewa, LLC | 0.05% | Reduce -0.4% | 454 | $211K |
| KWB Wealth | 0.02% | No change | 437 | $210K |
| Readystate Asset Management LP | 0.02% | New | 451 | $209K |
| Gaddis Premier Wealth Advisors LLC | 0.15% | Reduce -5.5% | 451 | $209K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +5.4% | 450 | $208K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 450 | $208K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -9.5% | 448 | $208K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 442 | $205K |
| Matauro, LLC | 0.03% | Reduce -0.2% | 441 | $204K |
| Talisman Wealth Advisors LLC | 0.16% | No change | 441 | $204K |
| Wealth Advisory Solutions, LLC | 0.05% | Reduce -0.7% | 440 | $204K |
| Kiley Juergens Wealth Management, LLC | 0.04% | New | 440 | $204K |
| Principle Wealth Partners LLC | 0.01% | Reduce -18.5% | 440 | $204K |
| Altfest L J & Co. Inc. | 0.02% | New | 439 | $203K |
| Werba Rubin Papier Wealth Management | 0.03% | Add +0.2% | 438 | $203K |
| Signet Financial Management, LLC | 0.02% | New | 438 | $203K |
| Firethorn Wealth Partners, LLC | 0.07% | Reduce -2.2% | 438 | $203K |
| Richmond Investment Services, LLC | 0.03% | Add +0.2% | 437 | $202K |
| Align Financial, LLC | 0.11% | Reduce -99.8% | 437 | $202K |
| Talon Private Wealth, LLC | 0.03% | — | 434 | $201K |
| Beacon Financial Advisory LLC | 0.05% | New | 433 | $201K |
| Calder Financial LLC | 0.20% | Add +3.1% | 430 | $200K |
| Platform Technology Partners | 0.04% | No change | 432 | $200K |
| SHP Wealth Management | 0.02% | No change | 432 | $200K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $195K |
| Deutsche Bank AG | 0.00% | No change | 415 | $192K |
| BankPlus Trust Department | 0.05% | No change | 405 | $188K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.3% | 404 | $187K |
| Burk Holdings LLC | 0.08% | Reduce -8.8% | 404 | $187K |
| MTM Investment Management, LLC | 0.06% | Add +24.7% | 404 | $187K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 402 | $187K |
| Trust Co | 0.02% | Add +10.5% | 401 | $186K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 394 | $182K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 392 | $181K |
| Rogco, LP | 0.06% | No change | 387 | $179K |
| Oakworth Capital, Inc. | 0.01% | No change | 380 | $176K |
| Tidemark, LLC | 0.04% | No change | 374 | $173K |
| CoreFirst Bank & Trust | 0.09% | No change | 370 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.3% | 370 | $171K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 360 | $167K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +100.0% | 360 | $167K |
| Center for Financial Planning, Inc. | 0.02% | No change | 356 | $165K |
| Global Trust Asset Management, LLC | 0.06% | No change | 356 | $165K |
| Fortitude Family Office, LLC | 0.04% | Reduce -78.9% | 355 | $164K |
| Bangor Savings Bank | 0.01% | No change | 345 | $160K |
| Bogart Wealth, LLC | 0.01% | Reduce -28.9% | 342 | $158K |
| Archer Investment Corp | 0.03% | Reduce -10.7% | 334 | $155K |
| GAMMA Investing LLC | 0.01% | Reduce -10.1% | 328 | $152K |
| Country Trust Bank | 0.00% | No change | 323 | $150K |
| Strategic Investment Advisors / MI | 0.01% | New | 307 | $142K |
| Curat Global, LLC | 0.14% | Reduce -53.4% | 305 | $141K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +248.8% | 300 | $139K |
| Kingdom Financial Group LLC. | 0.04% | Reduce -7.1% | 300 | $139K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $139K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $139K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $139K |
| Kentucky Trust Co | 0.07% | No change | 290 | $134K |
| Vanguard National Trust Co | 0.01% | — | 285 | $132K |
| Aspect Partners, LLC | 0.05% | Add +0.4% | 279 | $129K |
| Protective Life Corp. | 0.43% | New | 277 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 273 | $126K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 256 | $119K |
| Westfuller Advisors, LLC | 0.05% | Add +0.4% | 254 | $118K |
| Abound Wealth Management | 0.03% | No change | 250 | $116K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $116K |
| Davis Capital Management | 0.08% | No change | 246 | $114K |
| MCF Advisors LLC | 0.00% | Add +73.0% | 237 | $110K |
| Ameriflex Group, Inc. | 0.06% | Reduce -17.5% | 236 | $109K |
| Union Savings Bank | 0.05% | No change | 236 | $109K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 233 | $108K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $107K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $102K |
| Financial Consulate, Inc. | 0.01% | No change | 216 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 215 | $100K |
| Barnes Dennig Private Wealth Management LLC | 0.10% | No change | 212 | $98K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 209 | $97K |
| Signature Equity Partners, LLC | 0.05% | Add +4.6% | 206 | $95K |
| GGM Financial LLC | 0.04% | Add +0.5% | 206 | $95K |
| Community Bank, N.A. | 0.01% | New | 194 | $90K |
| Your Advocates Ltd., LLP | 0.03% | Add +35.2% | 192 | $89K |
| TrustBank | 0.03% | Reduce -41.4% | 187 | $87K |
| Retiremitten Financial LLC | 0.04% | — | 184 | $85K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.6% | 181 | $84K |
| Vision Financial Markets LLC | 0.08% | No change | 173 | $80K |
| Nemes Rush Group LLC | 0.01% | No change | 169 | $78K |
| SJS Investment Consulting Inc. | 0.01% | No change | 164 | $76K |
| Hilton Head Capital Partners, LLC | 0.04% | No change | 163 | $76K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.6% | 163 | $75K |
| Bokf, NA | 0.00% | Reduce -80.1% | 162 | $75K |
| Birch Capital Management, LLC | 0.04% | Add +21.4% | 159 | $74K |
| LOM Asset Management Ltd | 0.02% | Reduce -12.6% | 153 | $71K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $69K |
| Smallwood Wealth Investment Management, LLC | 0.04% | No change | 150 | $69K |
| North Ridge Wealth Advisors, Inc. | 0.04% | No change | 144 | $67K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 143 | $66K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $65K |
| United Community Bank | 0.02% | No change | 140 | $65K |
| Creative Financial Designs Inc. | 0.00% | Reduce -28.0% | 134 | $62K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 132 | $61K |
| Security National Bank | 0.01% | No change | 130 | $60K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $58K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +0.8% | 122 | $56K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 120 | $56K |
| Graney & King, LLC | 0.03% | No change | 119 | $55K |
| Fairscale Capital, LLC | 0.04% | No change | 110 | $51K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 110 | $51K |
| Fairway Wealth LLC | 0.01% | New | 108 | $50K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $50K |
| Key Capital Management, INC | 0.03% | Reduce -5.4% | 106 | $49K |
| Crews Bank & Trust | 0.01% | No change | 106 | $49K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | No change | 105 | $49K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $48K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -1.0% | 102 | $47K |
| Wealth Preservation Advisors, LLC | 0.04% | No change | 100 | $46K |
| Private Wealth Management Group, LLC | 0.01% | New | 100 | $46K |
| Trust Co. of Toledo NA | 0.00% | No change | 94 | $44K |
| Wolff Wiese Magana LLC | 0.02% | Add +122.0% | 91 | $42K |
| CDKV Holdings LLC | 0.04% | No change | 90 | $42K |
| JNBA Financial Advisors | 0.00% | Add +11.3% | 89 | $41K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 87 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 84 | $39K |
| WPG Advisers, LLC | 0.03% | No change | 80 | $37K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 80 | $37K |
| Independence Bank of Kentucky | 0.00% | No change | 80 | $37K |
| Marshall Investment Management, LLC | 0.02% | New | 79 | $37K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $36K |
| LM Advisors LLC | 0.20% | Reduce -4.1% | 16,828 | $36K |
| Dorato Capital Management | 0.03% | No change | 75 | $36K |
| Pioneer Family Office, LLC | 0.02% | No change | 75 | $35K |
| Hamrick Investment Counsel, llc | 0.02% | New | 70 | $32K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 70 | $32K |
| Basecamp Wealth Advisors LLC | 0.01% | Add +21.4% | 68 | $32K |
| Synergy Investment Management, LLC | 0.01% | New | 68 | $32K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +1.5% | 66 | $30K |
| LRI Investments, LLC | 0.00% | No change | 63 | $29K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 62 | $29K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $28K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 61 | $28K |
| Albion Financial Group | 0.00% | Reduce -14.7% | 58 | $27K |
| Coston, McIsaac & Partners | 0.01% | No change | 57 | $26K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $26K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +2.0% | 51 | $25K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.9% | 53 | $25K |
| High Point Wealth Management, LLC | 0.02% | New | 53 | $25K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $25K |
| Ballast Advisors LLC | 0.01% | New | 52 | $24K |
| Community Financial Services Group, LLC | 0.00% | New | 50 | $23K |
| Wellington-Altus USA Inc. | 0.01% | New | 43 | $22K |
| Riverview Trust Co | 0.03% | No change | 47 | $22K |
| Essential Investment Partners LLC | 0.02% | No change | 46 | $21K |
| Pflug Koory, LLC | 0.01% | No change | 46 | $21K |
| Rossby Financial, LCC | 0.00% | No change | 45 | $21K |
| Access Investment Management LLC | 0.01% | No change | 45 | $21K |
| Quadrant Capital Group LLC | 0.00% | No change | 44 | $20K |
| Creative Capital Management Investments LLC | 0.01% | Add +90.9% | 42 | $19K |
| CVA Family Office, LLC | 0.00% | Add +31.3% | 42 | $19K |
| Tripletail Wealth Management, LLC | 0.03% | No change | 40 | $19K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $19K |
| Imprint Wealth LLC | 0.08% | Reduce -98.3% | 39 | $18K |
| Alerus Financial NA | 0.00% | No change | 33 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 32 | $15K |
| Midwest Capital Advisors, LLC | 0.01% | Add +28.0% | 32 | $15K |
| United Financial Planning Group LLC | 0.01% | Reduce -25.0% | 30 | $14K |
| Peterson Wealth Management | 0.01% | New | 24 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $11K |
| Eukles Asset Management | 0.00% | No change | 22 | $10K |
| Clark Wealth Partners | 0.01% | New | 21 | $10K |
| First Pacific Financial | 0.00% | No change | 18 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $7K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -12.5% | 14 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 11 | $5K |
| Tsfg, LLC | 0.00% | No change | 10 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $5K |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $5K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 10 | $5K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 10 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 9 | $4K |
| Hickory Point Bank & Trust | 0.00% | New | 9 | $4K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 8 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 6 | $3K |
| Grove Bank & Trust | 0.00% | New | 5 | $2K |
| PEAK6 LLC | 0.00% | New | 5 | $2K |
| HighMark Wealth Management LLC | 0.00% | Add +25.0% | 5 | $2K |
| Strive Financial Group ,LLC | 0.00% | No change | 5 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 4 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 3 | $1K |
| Kilter Group LLC | 0.00% | No change | 3 | $1K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 3 | $1K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 3 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $1K |
| Gould Capital, LLC | 0.00% | No change | 2 | $926 |
| First Command Advisory Services, Inc. | 0.00% | Reduce -98.8% | 1 | $464 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $463 |
| Delta Asset Management LLC | 0.00% | No change | 1 | $463 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 1 | $4 |
"% 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.