SS SPDR Dow Jones Indus AvgDIAETF
13F holders, Q2 2026 (June 30)1,452holders +84
150new positions
66sold out
6famous investors
$519.72avg. 13F price*
At the end of Q2 2026, 1,452 institutions reported holding SS SPDR Dow Jones Indus Avg (DIA) in their 13F filings, up 84 from Q1 2026. 150 opened new positions and 66 sold out. The largest holders were Morgan Stanley ($1.7B), Bank of America Corp. ($1.1B) and LPL Financial LLC ($870.9M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR Dow Jones Indus Avg
- Filed as
- STATE STR SPDR DOW JONES IND (Q2 2026)
- CUSIP
- 78467X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $291.5M |
| Exits | 66 | $344.1M |
All 13F filers, Q1 2026 → Q2 2026: 4,902,360 shares bought and 9,177,922 shares sold, net −4,275,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,452 holders
| Morgan Stanley | 0.09% | Reduce -9.2% | 3,331,265 | $1.7B |
| Bank of America Corp. | 0.07% | Reduce -10.6% | 2,098,332 | $1.1B |
| LPL Financial LLC | 0.20% | Add +2.7% | 1,667,199 | $870.9M |
| Wells Fargo & Company | 0.11% | Reduce -2.5% | 1,206,147 | $630.1M |
| IMC-Chicago, LLC | 5.77% | Add +1755.5% | 1,202,720 | $628.3M |
| Bank of Montreal | 0.17% | Add +49.3% | 907,796 | $474.2M |
| UBS Group AG | 0.07% | Reduce -2.6% | 892,291 | $466.1M |
| SG Americas Securities, LLC | 0.26% | Add +480.4% | 870,693 | $454.8M |
| Royal Bank of Canada | 0.08% | Add +5.6% | 849,328 | $443.7M |
| JPMorgan Chase & Co. | 0.02% | Add +1.5% | 703,406 | $367.0M |
| Qube Research & Technologies Ltd | 0.41% | Add +188.7% | 698,432 | $364.9M |
| Focus Partners Wealth | 0.31% | Reduce -1.3% | 570,448 | $298.0M |
| Optiver Holding B.V. | 3.89% | Add +266.2% | 520,429 | $271.9M |
| Raymond James Financial Inc. | 0.07% | Reduce -2.6% | 503,027 | $262.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -1.9% | 474,116 | $247.7M |
| Nissay Asset Management Corp. /Japan | 0.86% | No change | 391,575 | $204.6M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -92.3% | 313,694 | $163.9M |
| BNP Paribas Financial Markets | 0.09% | Add +30.3% | 311,130 | $162.5M |
| Jones Financial Companies LLLP | 0.06% | Add +8.9% | 292,057 | $151.2M |
| Citigroup Inc. | 0.07% | Reduce -34.5% | 283,870 | $148.3M |
| Cetera Investment Advisers | 0.13% | Add +3.6% | 270,981 | $141.6M |
| Citadel Advisors | 0.08% | Reduce -92.1% | 264,408 | $138.1M |
| Osaic Holdings, Inc. | 0.15% | Add +16.9% | 251,808 | $131.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.3% | 236,510 | $123.6M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +121.5% | 233,170 | $121.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -3.8% | 225,299 | $117.7M |
| Commonwealth Equity Services, LLC | 0.14% | Add +3.3% | 214,385 | $112.0M |
| Arkansas Financial Group, Inc. | 14.52% | Reduce -1.1% | 213,367 | $111.5M |
| Bank of Nova Scotia | 0.17% | Add +17.6% | 207,309 | $108.3M |
| Berkshire Money Management, Inc. | 9.75% | Reduce -0.4% | 204,256 | $106.7M |
| Jane Street Group, LLC | 0.07% | Add +27.9% | 202,508 | $105.8M |
| Sanctuary Advisors, LLC | 0.40% | Add +0.6% | 166,080 | $86.8M |
| Stifel Financial Corp. | 0.07% | Reduce -14.2% | 164,452 | $85.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.5% | 162,003 | $84.6M |
| Virtu Financial LLC | 2.60% | Add +1318.6% | 157,622 | $82.3M |
| Truist Financial Corp. | 0.09% | Reduce -11.0% | 144,531 | $75.5M |
| Captrust Financial Advisors | 0.11% | Add +10.1% | 136,606 | $71.4M |
| Thor Trading Advisors, LLC | 22.05% | Reduce -33.0% | 134,499 | $70.3M |
| Alkeon Capital Management LLC | 0.24% | No change | 119,700 | $62.5M |
| Atria Investments, Inc | 0.60% | Reduce -0.8% | 114,022 | $59.6M |
| Creative Planning | 0.03% | Add +2.2% | 112,629 | $58.8M |
| TCP Asset Management, LLC | 6.62% | Add +3.8% | 111,749 | $58.4M |
| Heck Capital Advisors, LLC | 3.43% | Add +4.2% | 109,655 | $57.4M |
| FMR LLC | 0.00% | Add +5.6% | 108,031 | $56.4M |
| CM Wealth Advisors LLC | 10.05% | Reduce -2.1% | 106,644 | $55.7M |
| Stephens Inc. | 0.60% | Add +8.8% | 102,905 | $53.8M |
| Two Sigma Investments, LP | 0.04% | Add +320.9% | 102,705 | $53.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +4.3% | 97,396 | $50.9M |
| Barclays PLC | 0.02% | Add +48.8% | 95,892 | $50.1M |
| Cibc World Market Inc. | 0.08% | Add +61.0% | 93,356 | $48.8M |
| Private Advisor Group, LLC | 0.22% | Reduce -19.6% | 91,438 | $47.8M |
| HighTower Advisors, LLC | 0.04% | Reduce -15.2% | 88,316 | $46.1M |
| Cerity Partners LLC | 0.05% | Reduce -7.4% | 86,213 | $45.0M |
| NewEdge Advisors, LLC | 0.13% | Add +5.2% | 85,305 | $44.6M |
| Steel Grove Capital Advisors, LLC | 4.13% | No change | 84,570 | $44.2M |
| Mariner, LLC | 0.04% | Reduce -4.8% | 81,231 | $42.4M |
| Flow Traders U.S. LLC | 1.73% | New | 80,077 | $41.8M |
| Millennium Management | 0.03% | Reduce -65.0% | 72,963 | $38.1M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +11.5% | 69,336 | $36.2M |
| Kirkwood Financial Services | 9.80% | Add +2.6% | 65,577 | $34.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.4% | 66,268 | $34.0M |
| Integrity Alliance, Llc. | 1.07% | Add +3.2% | 64,857 | $33.9M |
| Janney Montgomery Scott LLC | 0.07% | New | 64,652 | $33.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 61,574 | $32.2M |
| Shulman DeMeo Asset Management LLC | 5.84% | Reduce -0.5% | 59,768 | $31.2M |
| Chartist Inc. | 19.39% | Reduce -1.9% | 59,471 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 58,707 | $30.7M |
| Select Asset Management & Trust | 8.77% | Reduce -2.0% | 58,298 | $30.5M |
| Summit Securities Group LLC | 5.76% | New | 56,879 | $29.7M |
| SteelPeak Wealth, LLC | 0.76% | Reduce -13.6% | 55,198 | $28.9M |
| GenWealth Group, Inc. | 4.38% | New | 53,785 | $28.1M |
| Meitav Investment House Ltd. | 0.19% | Add +0.1% | 53,725 | $28.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 9.86% | Reduce -0.0% | 52,051 | $27.2M |
| Johnson Bixby & Associates, LLC | 2.99% | Reduce -0.1% | 51,356 | $26.8M |
| Equitable Holdings, Inc. | 0.15% | Add +0.0% | 49,260 | $25.7M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.04% | No change | 48,431 | $25.4M |
| Conservest Capital Advisors, Inc. | 2.02% | Reduce -0.7% | 48,553 | $25.4M |
| J.W. Cole Advisors, Inc. | 0.43% | Add +2.1% | 48,257 | $25.2M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -2.7% | 47,863 | $25.0M |
| MML Investors Services, LLC | 0.05% | Add +0.1% | 45,376 | $23.7M |
| Clarity Wealth Advisors, LLC | 4.17% | Add +3.6% | 45,279 | $23.7M |
| AMG National Trust Bank | 0.49% | Reduce -0.0% | 45,214 | $23.6M |
| Summit Financial, LLC | 0.26% | Reduce -0.3% | 44,815 | $23.5M |
| Better Way Financial, LLC | 19.77% | — | 44,732 | $23.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | No change | 43,000 | $22.5M |
| Baird Financial Group, Inc. | 0.03% | Add +29.3% | 42,544 | $22.2M |
| Pinnacle Associates Ltd. | 0.24% | Reduce -3.0% | 42,249 | $22.1M |
| Susquehanna International Group, LLP | 0.02% | Add +237.6% | 41,991 | $21.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.3% | 40,719 | $21.3M |
| Tudor Investment Corporation | 0.09% | New | 40,599 | $21.2M |
| Blair William & Co. | 0.06% | Reduce -9.3% | 40,400 | $21.1M |
| HSBC Holdings PLC | 0.01% | Add +45.1% | 38,565 | $20.7M |
| Allworth Financial LP | 0.09% | Reduce -3.0% | 39,524 | $20.6M |
| StoryOne LLC | 9.75% | Add +0.0% | 39,490 | $20.6M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +3.3% | 38,451 | $20.1M |
| Prospera Financial Services Inc | 0.29% | Add +1.0% | 38,047 | $19.9M |
| Cornerstone Wealth Management, LLC | 0.85% | Add +20.9% | 38,053 | $19.9M |
| &partners | 0.08% | Add +5.7% | 37,300 | $19.6M |
| Nations Financial Group Inc, /Ia/ | 0.93% | Add +2.0% | 37,426 | $19.6M |
| AQR Capital Management | 0.01% | Add +31.2% | 37,309 | $19.5M |
| Natixis | 0.09% | Add +4693.2% | 37,243 | $19.5M |
| Pittenger & Anderson Inc. | 0.69% | Add +3.4% | 36,759 | $19.2M |
| Financial Concepts Unlimited, Inc. | 14.98% | Add +2.3% | 36,569 | $19.1M |
| TD Waterhouse Canada Inc. | 0.05% | Add +0.5% | 36,204 | $18.9M |
| Smithbridge Asset Management Inc. | 2.58% | Add +0.1% | 36,193 | $18.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.6% | 35,343 | $18.5M |
| Commerce Bank | 0.08% | Reduce -0.7% | 34,909 | $18.2M |
| National Bank of Canada | 0.02% | Add +7.4% | 34,500 | $18.0M |
| Quantinno Capital Management LP | 0.02% | Add +5.9% | 34,315 | $17.9M |
| Latko Wealth Management, Ltd. | 7.57% | Reduce -12.5% | 34,130 | $17.8M |
| Ameritas Advisory Services, LLC | 0.36% | Add +54.4% | 34,091 | $17.8M |
| Vision Retirement, LLC | 4.15% | Add +1.1% | 32,857 | $17.2M |
| Arax Advisory Partners | 0.11% | Add +1459.8% | 32,444 | $16.9M |
| Toronto Dominion Bank | 0.03% | New | 32,109 | $16.8M |
| IFG Advisory, LLC | 0.58% | New | 31,709 | $16.6M |
| Daiwa Securities Group Inc. | 0.04% | Add +9.4% | 31,699 | $16.6M |
| All Terrain Financial Advisors, LLC | 3.46% | Reduce -0.2% | 31,539 | $16.5M |
| MKT Advisors LLC | 4.99% | Reduce -2.0% | 30,396 | $16.1M |
| J Hagan Capital, Inc. | 7.43% | Add +2.8% | 30,716 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +1.9% | 30,593 | $16.0M |
| Wedbush Securities Inc. | 0.41% | Add +0.5% | 30,115 | $15.7M |
| Beacon Capital Management, LLC | 2.30% | Reduce -14.3% | 30,086 | $15.7M |
| Capital Management Associates, Inc | 3.07% | Add +0.9% | 29,261 | $15.3M |
| Fifth Third Bancorp | 0.02% | Reduce -2.8% | 28,646 | $15.0M |
| Steelhead Wealth Management LLC | 5.82% | Add +3.2% | 27,682 | $14.5M |
| Jacksonville Wealth Management, LLC | 8.11% | Add +5.7% | 27,441 | $14.3M |
| L & S Advisors Inc | 1.48% | Add +0.3% | 27,396 | $14.3M |
| Pettinga Financial Advisors LLC | 2.24% | Reduce -1.1% | 26,745 | $14.0M |
| Encompass More Asset Management | 2.04% | New | 26,613 | $13.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +8.6% | 26,583 | $13.9M |
| Credit Agricole S A | 0.03% | Add +10.3% | 26,311 | $13.7M |
| Pinnacle Holdings, LLC | 4.48% | Reduce -2.8% | 26,046 | $13.6M |
| Retirement Financial Solutions, LLC | 3.33% | Add +7.6% | 25,945 | $13.6M |
| Amplius Wealth Advisors, LLC | 0.99% | Reduce -1.4% | 25,941 | $13.6M |
| Whittier Trust Co. of Nevada Inc. | 0.24% | Reduce -1.5% | 24,678 | $13.0M |
| Sound View Wealth Advisors Group, LLC | 0.81% | Add +0.8% | 24,956 | $13.0M |
| Benin Management CORP | 2.63% | Reduce -0.0% | 24,897 | $13.0M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -31.8% | 24,583 | $12.8M |
| FOCUS Wealth Advisors, LLC | 5.90% | Add +0.9% | 24,377 | $12.7M |
| BlackRock, Inc. | 0.00% | Add +5.3% | 24,105 | $12.6M |
| Johnson Investment Counsel Inc. | 0.09% | Add +70.7% | 23,887 | $12.5M |
| Pinnacle Financial Partners, Inc. | 0.08% | Add +0.4% | 23,619 | $12.3M |
| M&T Bank Corp | 0.04% | Add +3.5% | 23,378 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +61.6% | 23,341 | $12.2M |
| First Heartland Consultants, Inc. | 0.78% | Reduce -17.3% | 22,924 | $12.0M |
| Bridgewater Advisors Inc. | 0.65% | Reduce -20.3% | 22,340 | $11.9M |
| Lido Advisors, LLC | 0.04% | Add +21.2% | 22,532 | $11.8M |
| Edgestream Partners, L.P. | 0.34% | Add +266.1% | 22,068 | $11.5M |
| Washington Capital Management, Inc. | 7.43% | No change | 21,499 | $11.2M |
| Kozak & Associates, Inc. | 1.94% | Add +25.6% | 21,352 | $11.2M |
| Modern Wealth Management, LLC | 0.13% | Add +14.3% | 20,828 | $10.9M |
| Smith Chas P & Associates Pa Cpas | 0.55% | Reduce -5.6% | 20,624 | $10.8M |
| Composition Wealth, LLC | 0.13% | Add +65.3% | 20,624 | $10.8M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Add +203.7% | 20,330 | $10.6M |
| Blue Bell Private Wealth Management, LLC | 1.32% | Reduce -0.7% | 20,319 | $10.6M |
| Csenge Advisory Group | 0.43% | Reduce -1.3% | 20,242 | $10.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.4% | 20,082 | $10.5M |
| Advisory Services Network, LLC | 0.12% | Add +40.2% | 19,685 | $10.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Add +0.3% | 19,036 | $9.9M |
| Tudor Financial Inc. | 4.43% | Add +0.4% | 18,846 | $9.8M |
| GHP Investment Advisors, Inc. | 0.36% | Add +0.9% | 18,844 | $9.8M |
| J. Goldman & Co LP | 0.35% | Reduce -19.6% | 18,842 | $9.8M |
| Nokomis Capital, L.L.C. | 3.75% | Reduce -51.7% | 18,779 | $9.8M |
| CreativeOne Wealth, LLC | 0.21% | Add +10.4% | 18,394 | $9.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +4.6% | 18,314 | $9.6M |
| Neuberger Berman Group LLC | 0.01% | Add +3.1% | 17,908 | $9.4M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -3.1% | 17,874 | $9.3M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +0.5% | 17,804 | $9.3M |
| Bessemer Group Inc. | 0.01% | Reduce -22.0% | 17,665 | $9.2M |
| Washburn Capital Management, Inc. | 4.54% | Reduce -30.9% | 17,637 | $9.2M |
| CVFG LLC | 0.97% | Add +3.6% | 17,607 | $9.2M |
| Foster Group, Inc. | 0.24% | No change | 17,577 | $9.2M |
| Natixis Advisors, LLC | 0.01% | Add +5.4% | 17,479 | $9.1M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -1.5% | 17,401 | $9.1M |
| Whittier Trust Co. | 0.09% | Reduce -1.5% | 16,989 | $9.0M |
| Corient Private Wealth LP | 0.01% | Reduce -50.3% | 17,215 | $9.0M |
| 1 North Wealth Services LLC | 2.90% | Add +1.3% | 16,969 | $8.9M |
| Harbour Investments, Inc. | 0.12% | Add +0.4% | 16,949 | $8.9M |
| Kingswood Wealth Advisors, LLC | 0.35% | Add +5.0% | 16,726 | $8.7M |
| Reyes Financial Architecture, Inc. | 4.87% | New | 16,642 | $8.7M |
| D.A. Davidson & Co. | 0.05% | Reduce -15.8% | 16,603 | $8.7M |
| Main Street Financial Solutions, LLC | 0.55% | Add +5.7% | 16,516 | $8.6M |
| Kovack Advisors, Inc. | 0.41% | Add +4.1% | 16,483 | $8.6M |
| Oak Harvest Investment Services | 0.80% | Reduce -4.0% | 16,415 | $8.6M |
| Simplex Trading, LLC | 0.22% | New | 16,391 | $8.6M |
| Echo45 Advisors LLC | 4.41% | Add +4.1% | 16,326 | $8.5M |
| NTV Asset Management LLC | 0.83% | Reduce -3.4% | 16,294 | $8.5M |
| Sowell Financial Services LLC | 0.28% | Reduce -3.4% | 16,278 | $8.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -14.8% | 16,002 | $8.4M |
| King Wealth Management Group | 0.90% | Reduce -1.8% | 15,804 | $8.3M |
| Independent Financial Group, LLC | 0.15% | Reduce -4.6% | 15,777 | $8.2M |
| GTS Securities LLC | 0.17% | Add +5.2% | 15,622 | $8.2M |
| Chung Wu Investment Group, LLC | 5.30% | Add +2.2% | 15,435 | $8.1M |
| Magnolia Capital Management Ltd. | 5.56% | Reduce -11.2% | 15,426 | $8.1M |
| Kintra Wealth, LLC | 0.42% | Reduce -6.8% | 14,865 | $8.0M |
| Summit Wealth Partners, LLC | 1.13% | Reduce -0.2% | 15,131 | $7.9M |
| Savant Capital, LLC | 0.02% | Add +101.7% | 15,951 | $7.9M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -27.8% | 15,032 | $7.9M |
| Iowa State Bank | 1.30% | No change | 14,840 | $7.8M |
| Choreo, LLC | 0.08% | Reduce -2.6% | 14,724 | $7.7M |
| Sykon Capital LLC | 2.34% | Reduce -4.6% | 14,563 | $7.6M |
| Brighton Jones LLC | 0.14% | Add +24.1% | 14,554 | $7.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +12.1% | 14,547 | $7.6M |
| Arkadios Wealth Advisors | 0.12% | Reduce -0.3% | 14,394 | $7.5M |
| Apollon Wealth Management, LLC | 0.09% | Add +1.5% | 14,139 | $7.4M |
| Regions Financial Corp. | 0.04% | Reduce -1.7% | 14,107 | $7.4M |
| Insigneo Advisory Services, LLC | 0.27% | Add +9.2% | 13,968 | $7.3M |
| Empowered Funds, LLC | 0.04% | Reduce -8.0% | 13,849 | $7.2M |
| Capital Wealth Planning, LLC | 0.04% | Reduce -17.3% | 13,759 | $7.2M |
| Mechanics Bank Trust Department | 0.89% | Reduce -5.1% | 13,758 | $7.2M |
| Hilltop Holdings Inc. | 0.58% | Add +2.8% | 13,694 | $7.2M |
| MAI Capital Management | 0.03% | Add +48.0% | 13,140 | $6.9M |
| Frank, Rimerman Advisors LLC | 0.38% | Reduce -6.1% | 12,863 | $6.7M |
| Curtis Advisory Group, LLC | 1.30% | Reduce -0.4% | 12,826 | $6.7M |
| Meridian Wealth Management, LLC | 0.21% | Add +1.9% | 12,799 | $6.7M |
| Greenwich Wealth Management LLC | 0.24% | Reduce -0.8% | 12,784 | $6.7M |
| Nwam LLC | 0.33% | Add +13.4% | 12,686 | $6.6M |
| HB Wealth Management, LLC | 0.04% | Add +0.3% | 12,483 | $6.5M |
| Q3 Asset Management | 1.19% | New | 13,055 | $6.5M |
| Montag A & Associates Inc. | 0.27% | No change | 12,375 | $6.5M |
| Bay Rivers Group | 2.20% | Add +0.8% | 12,301 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -0.9% | 12,237 | $6.4M |
| Brookstone Capital Management | 0.06% | Add +17.4% | 12,160 | $6.4M |
| Great Lakes Advisors, LLC | 0.05% | Add +0.0% | 12,159 | $6.4M |
| Cowa, LLC | 1.72% | Reduce -2.5% | 12,153 | $6.3M |
| RFG Advisory, LLC | 0.10% | Add +57.0% | 12,145 | $6.3M |
| Summit Asset Management, LLC | 0.81% | Reduce -1.1% | 12,138 | $6.3M |
| IFG Advisors, LLC | 0.85% | Add +0.1% | 11,796 | $6.2M |
| Wealthspire Advisors, LLC | 0.03% | Add +45.5% | 11,754 | $6.1M |
| Scotia Capital Inc. | 0.02% | Add +4.5% | 11,681 | $6.1M |
| PKS Advisory Services, LLC | 0.97% | Add +4.1% | 11,657 | $6.1M |
| Birinyi Associates Inc. | 1.42% | Add +0.0% | 11,525 | $6.0M |
| Mission Creek Capital Partners, Inc. | 1.04% | Reduce -5.6% | 11,298 | $5.9M |
| Ieq Capital, LLC | 0.03% | Add +2.9% | 11,168 | $5.8M |
| Narwhal Capital Management | 0.40% | No change | 11,080 | $5.8M |
| Littlejohn Financial Services, Inc. | 4.19% | New | 11,048 | $5.8M |
| Sigma Planning Corp | 0.14% | Add +2.6% | 11,019 | $5.8M |
| First Horizon Corp. | 0.22% | Add +1.1% | 11,011 | $5.8M |
| Lynch Investment Planning, LLC | 4.41% | Add +7.5% | 10,954 | $5.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.9% | 10,880 | $5.7M |
| Alexis Investment Partners, LLC | 3.29% | Reduce -36.4% | 10,794 | $5.6M |
| World Investment Advisors | 0.09% | Reduce -5.4% | 12,043 | $5.6M |
| Brown Advisory Inc. | 0.01% | Add +6.0% | 10,757 | $5.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.33% | Reduce -8.5% | 10,713 | $5.6M |
| Venture Visionary Partners LLC | 0.15% | Add +0.0% | 10,631 | $5.6M |
| American National Bank & Trust | 0.47% | Reduce -1.7% | 10,623 | $5.5M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +2.6% | 10,425 | $5.4M |
| Twin Tree Management, LP | 0.83% | New | 10,253 | $5.4M |
| AtlasMark Financial, Inc | 2.62% | No change | 10,200 | $5.3M |
| Capital Advisor Network LLC | 6.65% | Add +0.1% | 10,170 | $5.3M |
| Intergy Private Wealth, LLC | 1.22% | Reduce -37.8% | 10,125 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.25% | Reduce -0.6% | 10,123 | $5.3M |
| Founders Financial Alliance, LLC | 0.70% | Reduce -2.9% | 10,084 | $5.3M |
| NewEdge Wealth, LLC | 0.05% | Add +1.6% | 9,944 | $5.2M |
| DMKC Advisory Services, LLC | 0.97% | No change | 9,828 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -2.5% | 9,662 | $5.0M |
| Foresight Capital Management Advisors, Inc. | 2.44% | Reduce -0.6% | 9,622 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -48.8% | 9,581 | $5.0M |
| Fortis Group Advisors, LLC | 0.79% | Add +3.3% | 9,505 | $5.0M |
| Capital Wealth Alliance, LLC | 2.29% | Reduce -0.2% | 9,438 | $4.9M |
| Tortoise Investment Management, LLC | 0.36% | Reduce -0.3% | 9,340 | $4.9M |
| EFG International AG | 0.09% | Reduce -2.0% | 9,218 | $4.8M |
| Northern Financial Advisors Inc | 3.12% | Reduce -2.9% | 9,043 | $4.7M |
| Western Wealth Management, LLC | 0.15% | Reduce -1.9% | 9,039 | $4.7M |
| Wealth Quarterback LLC | 1.44% | Add +326.1% | 8,939 | $4.7M |
| Jefferies Financial Group Inc. | 0.04% | Add +2.3% | 8,922 | $4.7M |
| International Assets Investment Management, LLC | 0.28% | Reduce -0.9% | 8,866 | $4.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.10% | Reduce -0.2% | 8,828 | $4.6M |
| Pathstone Holdings, LLC | 0.01% | Add +33.9% | 8,797 | $4.6M |
| CIBC Bancorp USA Inc. | 0.01% | Add +5.6% | 8,770 | $4.6M |
| Timbuktu Capital Management, LLC | 6.88% | — | 8,761 | $4.6M |
| Lewis Asset Management, LLC | 1.56% | No change | 8,520 | $4.5M |
| Absolute Capital Management, LLC | 1.11% | No change | 8,500 | $4.4M |
| TrueWealth Advisors, LLC | 0.99% | Add +2.1% | 8,403 | $4.4M |
| Tufton Capital Management | 0.73% | Reduce -1.2% | 8,350 | $4.4M |
| Stelac Advisory Services LLC | 0.81% | No change | 8,338 | $4.4M |
| TD Asset Management Inc | 0.00% | Add +194.7% | 8,300 | $4.3M |
| Fortune 45 LLC | 1.85% | Add +0.2% | 8,280 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Reduce -10.9% | 8,194 | $4.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.0% | 8,187 | $4.3M |
| Melone Private Wealth, LLC | 1.61% | Reduce -18.7% | 8,098 | $4.2M |
| Citizens Financial Group Inc. | 0.05% | Add +6.6% | 8,076 | $4.2M |
| Twin Focus Capital Partners, LLC | 0.43% | No change | 8,022 | $4.2M |
| Beta Wealth Group, Inc. | 1.56% | Reduce -0.1% | 7,980 | $4.2M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +4.8% | 7,914 | $4.1M |
| AE Wealth Management LLC | 0.02% | Reduce -43.1% | 7,913 | $4.1M |
| Waverly Advisors, LLC | 0.02% | Add +16.7% | 7,783 | $4.1M |
| Schnieders Capital Management, Llc. | 0.53% | No change | 7,752 | $4.0M |
| Compound Planning, Inc. | 0.11% | Reduce -12.2% | 7,726 | $4.0M |
| Constant Guidance Financial LLC | 2.53% | Add +29.1% | 7,707 | $4.0M |
| Novak & Powell Financial Services, Inc. | 1.89% | Reduce -3.5% | 7,670 | $4.0M |
| Meridian Investment Counsel Inc. | 0.85% | No change | 7,568 | $4.0M |
| Autumn Glory Partners, LLC | 1.12% | Reduce -0.5% | 7,554 | $3.9M |
| Greenfield Savings Bank | 1.49% | Add +1.4% | 7,527 | $3.9M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -0.8% | 7,428 | $3.9M |
| Fiduciary Alliance LLC | 0.26% | Add +2.5% | 7,373 | $3.9M |
| Keystone Financial Group | 0.23% | Add +25.5% | 7,344 | $3.8M |
| Caldwell Trust Co | 0.31% | Reduce -0.2% | 7,249 | $3.8M |
| IHT Wealth Management, LLC | 0.08% | Add +9.7% | 7,235 | $3.8M |
| Bluespring Wealth Management, LLC | 0.07% | Add +58.1% | 7,217 | $3.8M |
| McGuire Capital Advisors Inc. | 2.03% | Add +42.2% | 7,128 | $3.7M |
| IFP Advisors, Inc | 0.07% | Reduce -3.8% | 7,115 | $3.7M |
| CoreCap Advisors, LLC | 0.11% | Reduce -2.7% | 7,105 | $3.7M |
| Ruggiero Investments, Inc. | 3.13% | Reduce -3.2% | 7,047 | $3.7M |
| Objective Capital Management, LLC | 3.27% | Add +7.8% | 7,041 | $3.7M |
| JTC Employer Solutions Trustee Ltd | 0.29% | No change | 6,868 | $3.6M |
| Verus Capital Partners, LLC | 0.19% | Add +8.1% | 6,853 | $3.6M |
| Fingerlakes Wealth Management, Inc. | 1.90% | Reduce -0.8% | 6,760 | $3.5M |
| GWN Securities Inc. | 0.58% | Reduce -2.8% | 6,638 | $3.5M |
| STG Securities, LLC | 3.71% | — | 6,578 | $3.4M |
| Transcend Capital Advisors, LLC | 0.23% | Add +0.1% | 6,572 | $3.4M |
| Integrated Advisors Network LLC | 0.16% | Add +8.5% | 6,559 | $3.4M |
| Callan Family Office, LLC | 0.07% | Add +0.3% | 6,531 | $3.4M |
| PFG Advisors | 0.17% | Reduce -2.5% | 6,524 | $3.4M |
| Keating Financial Advisory Services, Inc. | 0.44% | Reduce -0.2% | 6,465 | $3.4M |
| HUB Investment Partners, LLC | 0.06% | Add +75.0% | 6,444 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +10.2% | 6,433 | $3.4M |
| Asset Dedication, LLC | 0.21% | Add +3.3% | 6,334 | $3.3M |
| Canandaigua National Bank & Trust Co. | 0.28% | — | 6,313 | $3.3M |
| Kelleher Financial Advisors | 0.47% | Reduce -22.3% | 6,304 | $3.3M |
| Mattern Capital Management, LLC | 0.38% | No change | 6,297 | $3.3M |
| BigSur Wealth Management LLC | 0.78% | No change | 6,169 | $3.2M |
| Monograph Wealth Advisors, LLC | 0.26% | No change | 6,098 | $3.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +16.3% | 6,110 | $3.2M |
| Sig Brokerage, LP | 0.50% | No change | 6,050 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -9.2% | 6,044 | $3.2M |
| Parallax Volatility Advisers, L.P. | 0.14% | New | 5,976 | $3.1M |
| St. Clair Advisors, LLC | 0.79% | No change | 5,869 | $3.1M |
| Mission Wealth Management, LP | 0.04% | Add +37.2% | 5,816 | $3.0M |
| Fidelis Capital Partners, LLC | 0.17% | No change | 5,803 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.8% | 5,761 | $3.0M |
| Crumly & Associates Inc. | 0.58% | Reduce -1.5% | 5,754 | $3.0M |
| Miller Investment Management, LP | 0.27% | No change | 5,717 | $3.0M |
| Lowery Thomas, LLC | 1.46% | Reduce -2.1% | 5,712 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 5,699 | $3.0M |
| Arvest Investments, Inc. | 0.36% | Add +7.3% | 5,630 | $2.9M |
| Moore Capital Management, LP | 0.07% | New | 5,600 | $2.9M |
| PFG Investments, LLC | 0.11% | Reduce -7.3% | 5,583 | $2.9M |
| Equitable Trust Co. | 0.12% | No change | 5,563 | $2.9M |
| Atlas Private Wealth Advisors | 0.64% | Reduce -18.5% | 5,556 | $2.9M |
| Charles Schwab Trust Co | 0.16% | New | 5,536 | $2.9M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -2.7% | 5,528 | $2.9M |
| Paragon Capital Management Inc. | 2.16% | Reduce -2.5% | 5,525 | $2.9M |
| Madison Park Capital Advisors, LLC | 2.06% | Add +123.3% | 12,109 | $2.9M |
| TOP Private Wealth LLC. | 2.77% | — | 5,524 | $2.9M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -23.0% | 5,462 | $2.9M |
| Hudock, Inc. | 0.36% | Reduce -0.5% | 5,443 | $2.8M |
| Cambridge Financial Group, LLC | 0.87% | No change | 5,302 | $2.8M |
| StoneX Group Inc. | 0.11% | Add +4.8% | 5,286 | $2.8M |
| FSM Wealth Advisors, LLC | 0.29% | Add +0.1% | 5,177 | $2.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.6% | 5,162 | $2.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +11.0% | 5,076 | $2.7M |
| Essex Financial Services, Inc. | 0.13% | Add +0.0% | 5,074 | $2.7M |
| Seamount Financial Group Inc. | 1.07% | Add +1.2% | 5,065 | $2.6M |
| Intrepid Financial Planning Group LLC | 0.90% | Reduce -1.8% | 5,056 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 5,054 | $2.6M |
| SouthState Bank Corp | 0.11% | No change | 5,053 | $2.6M |
| Graves Light Lenhart Wealth, Inc. | 0.25% | No change | 5,049 | $2.6M |
| Smith, Moore & Co. | 0.17% | Add +4.8% | 5,048 | $2.6M |
| American State Bank (Iowa) | 1.06% | No change | 4,992 | $2.6M |
| Net Worth Advisory Group | 0.65% | Add +6.8% | 4,911 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +6.0% | 5,515 | $2.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -0.1% | 4,842 | $2.5M |
| Lionsbridge Wealth Management LLC | 2.48% | Reduce -4.7% | 4,838 | $2.5M |
| GreatBanc Trust CO | 1.54% | No change | 4,740 | $2.5M |
| Serenus Wealth Advisors, LLC | 0.43% | Reduce -4.3% | 4,737 | $2.5M |
| Quadcap Wealth Management, LLC | 0.24% | Reduce -3.0% | 4,709 | $2.5M |
| Sage Capital Management, LLC | 0.95% | Add +12.1% | 4,680 | $2.4M |
| BLVD Private Wealth, LLC | 1.79% | Reduce -1.3% | 4,599 | $2.4M |
| Gen-Wealth Partners Inc | 0.66% | Reduce -4.9% | 4,565 | $2.4M |
| Second Half Financial Partners, LLC | 0.98% | Reduce -0.7% | 4,557 | $2.4M |
| Vise Technologies, Inc. | 0.03% | Add +117.8% | 4,525 | $2.4M |
| Marathon Wealth Advisors LLC | 0.80% | Reduce -6.1% | 4,464 | $2.3M |
| Ancora Advisors LLC | 0.04% | Reduce -3.1% | 4,424 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -2.8% | 4,406 | $2.3M |
| Spire Wealth Management | 0.07% | Reduce -3.9% | 4,401 | $2.3M |
| Secure Asset Management, LLC | 0.32% | Reduce -0.7% | 4,398 | $2.3M |
| Embree Financial Group | 0.23% | Add +0.2% | 4,340 | $2.3M |
| SCS Capital Management LLC | 0.02% | Reduce -5.9% | 4,324 | $2.3M |
| Saxon Interests, Inc. | 0.62% | Add +15.1% | 4,306 | $2.2M |
| Balboa Wealth Partners | 0.30% | Add +71.9% | 4,265 | $2.2M |
| Arvest Bank Trust Division | 0.11% | Reduce -1.8% | 4,261 | $2.2M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -2.7% | 4,230 | $2.2M |
| Connecticut Wealth Management, LLC | 0.08% | Add +1.8% | 4,209 | $2.2M |
| Bank Hapoalim BM | 0.15% | Reduce -7.4% | 4,206 | $2.2M |
| WealthBridge Capital Management, LLC | 0.43% | No change | 4,175 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.22% | No change | 4,165 | $2.2M |
| Windsor Capital Management, LLC | 0.56% | Reduce -5.1% | 4,158 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -1.1% | 4,155 | $2.2M |
| Apriem Advisors | 0.19% | No change | 4,150 | $2.2M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.74% | — | 4,146 | $2.2M |
| Keybank National Association | 0.01% | Reduce -14.6% | 4,122 | $2.2M |
| American Wealth Advisors, LLC | 1.99% | Add +0.3% | 4,065 | $2.1M |
| Optivise Advisory Services LLC | 1.08% | Add +5.6% | 4,056 | $2.1M |
| Coastwise Capital Group, LLC | 1.23% | Reduce -1.3% | 4,054 | $2.1M |
| Triumph Capital Management | 0.38% | Reduce -0.5% | 4,050 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -0.7% | 4,017 | $2.1M |
| Snowwater Investment Partners, LLC | 1.45% | No change | 4,000 | $2.1M |
| Ashford Advisors, LLC | 0.43% | No change | 4,000 | $2.1M |
| Gotham Asset Management | 0.00% | Add +28.9% | 3,982 | $2.1M |
| Uptick Partners, LLC | 0.32% | Add +33.1% | 3,956 | $2.1M |
| Community Trust & Investment Co. | 0.11% | No change | 3,951 | $2.1M |
| Quantum Financial Partners LLC | 1.06% | — | 3,950 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +14.3% | 3,939 | $2.1M |
| Morton Capital Management LLC | 0.28% | No change | 3,929 | $2.1M |
| DV Trading LLC | 0.17% | Reduce -78.1% | 3,926 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 3,916 | $2.0M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 3,977 | $2.0M |
| Gallacher Capital Management LLC | 1.14% | Add +3.5% | 3,893 | $2.0M |
| Victory Financial Group, LLC | 0.21% | New | 3,749 | $2.0M |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -0.4% | 3,842 | $2.0M |
| Grandview Asset Management LLC | 0.50% | Reduce -0.6% | 3,839 | $2.0M |
| Bedminster, LLC | 1.71% | Reduce -8.5% | 3,839 | $2.0M |
| Westbourne Investments, Inc. | 0.81% | Reduce -1.1% | 3,819 | $2.0M |
| Advisory Alpha, LLC | 0.05% | Reduce -18.9% | 3,815 | $2.0M |
| Moors & Cabot, Inc. | 0.08% | Reduce -0.4% | 3,784 | $2.0M |
| Paulson Wealth Management Inc. | 0.42% | Reduce -0.1% | 3,766 | $2.0M |
| Purus Wealth Management, LLC | 0.54% | Add +1.3% | 3,764 | $2.0M |
| W.H. Cornerstone Investments Inc. | 1.10% | Add +0.3% | 3,735 | $2.0M |
| Flagstar Securities, Inc. | 0.59% | Reduce -19.8% | 3,717 | $1.9M |
| Strategic Blueprint, LLC | 0.10% | Reduce -0.8% | 3,715 | $1.9M |
| Roundview Capital LLC | 0.11% | Reduce -1.5% | 3,715 | $1.9M |
| Capstone Investment Advisors, LLC | 0.02% | No change | 3,711 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.0% | 3,704 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -1.4% | 3,706 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +0.6% | 3,696 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -0.3% | 3,670 | $1.9M |
| COFG Advisors, LLC | 0.33% | New | 3,664 | $1.9M |
| AIA Group Ltd | 0.02% | Reduce -94.5% | 3,656 | $1.9M |
| White Knight Strategic Wealth Advisors, LLC | 1.33% | No change | 3,645 | $1.9M |
| CV Advisors LLC | 0.36% | No change | 3,631 | $1.9M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -10.9% | 3,620 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +11.3% | 3,619 | $1.9M |
| Rydar Equities, Inc. | 1.05% | Add +8.5% | 3,578 | $1.9M |
| Centaurus Financial, Inc. | 0.07% | Add +2.1% | 3,562 | $1.9M |
| RMR Wealth Builders | 0.11% | Reduce -5.2% | 3,530 | $1.8M |
| Tobias Financial Advisors, Inc. | 0.23% | Reduce -0.1% | 3,515 | $1.8M |
| Sovran Advisors, LLC | 0.14% | Add +4.5% | 3,481 | $1.8M |
| Heritage Investment Group, Inc. | 0.24% | No change | 3,480 | $1.8M |
| Apella Capital, LLC | 0.03% | Reduce -1.1% | 3,436 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -6.7% | 3,473 | $1.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | Reduce -0.1% | 3,461 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -2.0% | 3,455 | $1.8M |
| Sharper & Granite LLC | 0.56% | No change | 3,440 | $1.8M |
| MidFirst Bank | 0.13% | Add +3.1% | 3,422 | $1.8M |
| Aull & Monroe Investment Management Corp | 0.75% | Reduce -3.5% | 3,417 | $1.8M |
| Auxano Advisors, LLC | 0.34% | No change | 3,414 | $1.8M |
| Cary Street Partners Financial LLC | 0.04% | Add +4.0% | 3,410 | $1.8M |
| Larson Financial Group LLC | 0.05% | Reduce -17.0% | 3,404 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.03% | Reduce -0.5% | 3,402 | $1.8M |
| Kaizen Financial Strategies | 0.70% | Reduce -6.2% | 3,397 | $1.8M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +10.6% | 3,366 | $1.8M |
| NBT Bank, N.A. | 0.12% | Reduce -3.0% | 3,357 | $1.8M |
| Flputnam Investment Management Co. | 0.02% | No change | 3,343 | $1.7M |
| Harvest Investment Services, LLC | 0.27% | Add +62.2% | 3,328 | $1.7M |
| Cerro Pacific Wealth Advisors LLC | 0.39% | No change | 3,327 | $1.7M |
| Raab & Moskowitz Asset Management LLC | 0.35% | Add +0.6% | 3,315 | $1.7M |
| KCM Investment Advisors LLC | 0.05% | No change | 3,314 | $1.7M |
| Resonant Capital Advisors, LLC | 0.08% | No change | 3,300 | $1.7M |
| Cambridge Advisors Inc. | 0.30% | Reduce -0.8% | 3,308 | $1.7M |
| Tompkins Financial Corp. | 0.12% | No change | 3,305 | $1.7M |
| Letson Investment Management, Inc. | 0.63% | No change | 3,300 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +6.6% | 3,274 | $1.7M |
| Rasp Wealth Solutions, LLC | 0.57% | — | 3,262 | $1.7M |
| FWG Holdings, LLC | 0.59% | No change | 3,281 | $1.7M |
| First National Bank of Omaha | 0.05% | Reduce -35.3% | 3,259 | $1.7M |
| Northern Capital Management, Inc. | 0.72% | No change | 3,234 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +30.2% | 3,226 | $1.7M |
| Fiscal Wisdom Wealth Management, LLC | 1.42% | Reduce -6.3% | 3,211 | $1.7M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 3,200 | $1.7M |
| Round Rock Advisors LLC | 0.22% | Add +0.3% | 3,199 | $1.7M |
| XML Financial, LLC | 0.12% | Add +0.0% | 3,165 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -3.1% | 3,133 | $1.6M |
| High Net Worth Advisory Group LLC | 0.34% | Add +1.8% | 3,093 | $1.6M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -2.3% | 3,089 | $1.6M |
| Aspen Capital Management, LLC | 0.35% | Add +7.0% | 3,050 | $1.6M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +2.1% | 3,038 | $1.6M |
| Signaturefd, LLC | 0.02% | Add +0.4% | 3,018 | $1.6M |
| Simplicity Wealth,LLC | 0.05% | New | 3,011 | $1.6M |
| Hapanowicz & Associates Financial Services, Inc | 0.49% | Reduce -0.7% | 3,009 | $1.6M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -0.0% | 3,003 | $1.6M |
| Kelman-Lazarov, Inc. | 0.21% | Add +0.2% | 2,999 | $1.6M |
| Fiduciary Wealth Partners, LLC | 0.86% | Reduce -0.8% | 2,992 | $1.6M |
| American Alpha Advisors, LLC | 0.92% | Add +5.9% | 2,966 | $1.5M |
| Foronjy Financial LLC | 0.57% | Add +6.3% | 2,958 | $1.5M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -2.1% | 2,951 | $1.5M |
| CRA Financial Services, LLC | 0.18% | Reduce -0.8% | 2,938 | $1.5M |
| Shared Vision Wealth Group LLC | 0.52% | Add +200.8% | 2,921 | $1.5M |
| Spring Capital Management, LLC | 0.74% | No change | 2,920 | $1.5M |
| Eagle Capital Management, LLC | 0.52% | No change | 2,915 | $1.5M |
| Bernicke Wealth Management, Ltd. | 0.17% | Reduce -6.3% | 2,885 | $1.5M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.9% | 2,880 | $1.5M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -3.4% | 2,869 | $1.5M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -1.6% | 2,859 | $1.5M |
| SOA Wealth Advisors, LLC. | 0.25% | Add +345.1% | 2,835 | $1.5M |
| First City Capital Management, Inc. | 0.72% | Add +0.0% | 2,835 | $1.5M |
| Elmwood Wealth Management, Inc. | 0.37% | Add +4.0% | 2,834 | $1.5M |
| Old Mission Capital LLC | 0.04% | Reduce -58.9% | 2,821 | $1.5M |
| Aptus Capital Advisors, LLC | 0.01% | Add +18.8% | 2,817 | $1.5M |
| First PREMIER Bank | 0.24% | No change | 2,800 | $1.5M |
| Certuity, LLC | 0.07% | Add +3.7% | 2,813 | $1.5M |
| HighPoint Advisor Group LLC | 0.05% | Add +5.3% | 2,795 | $1.5M |
| Mgo One Seven LLC | 0.02% | Reduce -1.1% | 2,780 | $1.5M |
| Daybright Advisory Services, Inc. | 0.35% | Reduce -2.2% | 2,769 | $1.5M |
| Wealth Management Partners, LLC | 0.34% | No change | 2,769 | $1.4M |
| Valley National Advisers Inc. | 0.16% | Reduce -1.0% | 2,756 | $1.4M |
| Eaton Financial Holdings Company, LLC | 0.39% | Add +2.9% | 2,733 | $1.4M |
| QTR Family Wealth, LLC | 0.50% | Add +9.9% | 2,725 | $1.4M |
| Chokshi & Queen Wealth Advisors, Inc | 0.66% | Reduce -2.8% | 2,709 | $1.4M |
| Osbon Capital Management LLC | 1.11% | Reduce -59.5% | 2,704 | $1.4M |
| Jacobi Capital Management LLC | 0.07% | Reduce -6.8% | 2,702 | $1.4M |
| Hancock Whitney Corp. | 0.02% | No change | 2,701 | $1.4M |
| Financial Life Planners | 0.91% | Reduce -0.1% | 2,700 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +0.2% | 2,696 | $1.4M |
| Rothschild Investment LLC | 0.05% | Add +9.3% | 2,692 | $1.4M |
| Fortune Financial Advisors, LLC | 0.60% | Add +0.1% | 2,666 | $1.4M |
| NWF Advisory Services Inc. | 0.13% | Reduce -2.3% | 2,651 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.05% | Add +0.7% | 2,650 | $1.4M |
| Pinnacle Family Advisors, LLC | 0.58% | Reduce -2.7% | 2,647 | $1.4M |
| Smartleaf Asset Management LLC | 0.04% | No change | 2,628 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.1% | 2,621 | $1.4M |
| Rathbones Group PLC | 0.01% | Add +3.0% | 2,603 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +3.3% | 2,602 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Reduce -10.6% | 2,586 | $1.4M |
| Caprock Group, LLC | 0.03% | No change | 2,584 | $1.4M |
| Betterment LLC | 0.00% | Add +3.8% | 2,582 | $1.3M |
| Volterra Technologies LP | 0.86% | Add +44.9% | 2,566 | $1.3M |
| Citizens & Northern Corp. | 0.30% | No change | 2,543 | $1.3M |
| Stonebrook Private Inc. | 0.24% | Reduce -9.9% | 2,529 | $1.3M |
| Americana Partners, LLC | 0.03% | New | 2,523 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +4.0% | 2,553 | $1.3M |
| CENTRAL TRUST Co | 0.02% | Reduce -0.9% | 2,520 | $1.3M |
| ZWJ Investment Counsel Inc. | 0.04% | No change | 2,517 | $1.3M |
| Odyssey Capital Advisors, Inc. | 0.94% | No change | 2,500 | $1.3M |
| WBH Advisory Inc. | 0.09% | Reduce -2.3% | 2,488 | $1.3M |
| Vontobel Holding Ltd. | 0.00% | Reduce -26.5% | 2,463 | $1.3M |
| Redwood Family Wealth LLC | 1.13% | Reduce -1.0% | 2,445 | $1.3M |
| First National Trust Co | 0.04% | Reduce -1.6% | 2,440 | $1.3M |
| Tannin Capital LLC | 0.83% | Reduce -5.5% | 2,416 | $1.3M |
| Murphy & Mullick Capital Management Corp | 0.78% | Add +53.5% | 2,409 | $1.3M |
| Cypress Wealth Services, LLC | 0.15% | Reduce -6.8% | 2,408 | $1.3M |
| Financial Alternatives, Inc | 0.62% | No change | 2,407 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | No change | 2,390 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | New | 2,356 | $1.2M |
| Belvedere Trading LLC | 0.10% | New | 2,339 | $1.2M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -92.5% | 2,333 | $1.2M |
| Acropolis Investment Management, LLC | 0.05% | Reduce -14.1% | 2,330 | $1.2M |
| Cozad Asset Management Inc. | 0.08% | Reduce -2.7% | 2,316 | $1.2M |
| Advisor Resource Council | 0.40% | Reduce -8.6% | 2,277 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.24% | Reduce -1.4% | 2,303 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Add +4.2% | 2,297 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 2,295 | $1.2M |
| Turner Financial Group, Inc. | 1.19% | — | 2,279 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -29.6% | 2,264 | $1.2M |
| Well Done, LLC | 0.16% | Reduce -13.5% | 2,243 | $1.2M |
| Beacon Bank & Trust | 0.22% | No change | 2,236 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.07% | No change | 2,235 | $1.2M |
| Romano Brothers and Company | 0.12% | Add +2.3% | 2,224 | $1.2M |
| Bitterroot Capital Advisors LLC | 0.70% | No change | 2,219 | $1.2M |
| Magnus Financial Group LLC | 0.08% | Add +1.2% | 2,215 | $1.2M |
| Perennial Advisors, LLC | 0.18% | New | 2,213 | $1.2M |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | No change | 2,211 | $1.2M |
| Earned Wealth Advisors, LLC | 0.07% | Add +1.8% | 2,192 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | No change | 2,191 | $1.1M |
| Ring Mountain Capital, LLC | 0.48% | Add +100.8% | 2,189 | $1.1M |
| Clear Point Advisors Inc. | 1.01% | New | 2,182 | $1.1M |
| Holderness Investments Co. | 0.19% | Add +0.1% | 2,178 | $1.1M |
| Quartz Partners, LLC | 0.37% | Reduce -1.4% | 2,176 | $1.1M |
| Maxele Advisors, LLC | 0.79% | — | 2,164 | $1.1M |
| truNorth Financial Services, Inc. | 1.01% | Reduce -2.9% | 2,150 | $1.1M |
| Bank of Hawaii | 0.06% | No change | 2,149 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.2% | 2,146 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.5% | 2,058 | $1.1M |
| Visionary Wealth Advisors | 0.04% | Reduce -3.4% | 2,121 | $1.1M |
| One Wealth Management Investment & Advisory Services, LLC | 1.16% | Reduce -2.7% | 2,120 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -25.7% | 2,106 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.29% | Add +0.1% | 2,093 | $1.1M |
| Gables Capital Management Inc. | 0.39% | No change | 2,071 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +28.6% | 2,070 | $1.1M |
| Coldstream Capital Management Inc. | 0.01% | Add +2.5% | 2,055 | $1.1M |
| Bawa N Mallick Trust | 0.34% | No change | 2,025 | $1.1M |
| Widmann Financial Services, Inc. | 0.56% | Add +0.1% | 2,013 | $1.1M |
| Banta Asset Management LP | 0.93% | Reduce -2.4% | 2,004 | $1.0M |
| Drexel Morgan & Co. | 0.15% | No change | 2,000 | $1.0M |
| Principal Securities, Inc. | 0.01% | Add +80.7% | 1,999 | $1.0M |
| Pegasus Asset Management, Inc. | 0.29% | Reduce -0.5% | 1,965 | $1.0M |
| Krilogy Financial LLC | 0.03% | No change | 1,956 | $1.0M |
| Concord Wealth Partners | 0.12% | Add +2.4% | 1,949 | $1.0M |
| United Bank | 0.12% | No change | 1,944 | $1.0M |
| NFSG Corp | 0.13% | Reduce -8.8% | 1,935 | $1.0M |
| Alta Wealth Advisors LLC | 0.27% | Reduce -1.5% | 1,934 | $1.0M |
| RIA Advisory Group LLC | 0.22% | Add +95.7% | 1,914 | $1000K |
| Kanawha Capital Management LLC | 0.07% | No change | 1,914 | $1000K |
| Zhang Financial LLC | 0.03% | Reduce -11.6% | 1,911 | $998K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 1,910 | $998K |
| Private Trust Co. NA | 0.08% | Add +5.0% | 1,902 | $994K |
| Founders Capital Management | 0.43% | Add +7.4% | 1,891 | $988K |
| Am Investment Strategies LLC | 0.19% | No change | 1,890 | $987K |
| Guardian Asset Advisors, LLC | 0.45% | Reduce -85.6% | 1,882 | $985K |
| Midwest Trust Co | 0.01% | Reduce -10.0% | 1,881 | $983K |
| Diversify Advisory Services, LLC | 0.02% | Add +166.8% | 1,881 | $981K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -90.3% | 1,881 | $981K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -3.5% | 1,874 | $979K |
| Duncker Streett & Co. Inc. | 0.17% | Add +0.1% | 1,874 | $979K |
| 180 Wealth Advisors, LLC | 0.10% | No change | 1,871 | $978K |
| Soltis Investment Advisors LLC | 0.06% | Add +4.8% | 1,862 | $973K |
| Soundwatch Capital LLC | 0.11% | No change | 1,850 | $966K |
| Bensler, LLC | 0.09% | Add +41.4% | 1,839 | $961K |
| Huntleigh Advisors, Inc. | 0.13% | Add +9.4% | 1,838 | $960K |
| Advanced Asset Management Advisors Inc | 0.25% | Reduce -0.2% | 1,834 | $958K |
| Integrity Advisory Solutions, LLC | 0.10% | Add +25.8% | 1,831 | $957K |
| Bailard, Inc. | 0.02% | Reduce -0.2% | 1,827 | $954K |
| Advisors Management Group Inc. | 0.16% | Add +2.3% | 1,826 | $953K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +166.7% | 1,824 | $953K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -17.6% | 1,824 | $953K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -3.2% | 1,812 | $947K |
| Asset Allocation Strategies LLC | 0.15% | Reduce -10.5% | 1,810 | $946K |
| 1ST Source Bank | 0.04% | Reduce -28.8% | 1,809 | $945K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +72.1% | 1,802 | $941K |
| Motco | 0.08% | Reduce -4.9% | 1,800 | $940K |
| Selective Wealth Management, Inc. | 0.25% | No change | 1,796 | $936K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +8.7% | 1,784 | $932K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -2.3% | 1,781 | $930K |
| Banco Santander, S.A. | 0.01% | Add +149.4% | 1,778 | $929K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -18.6% | 1,771 | $925K |
| Godsey & Gibb, Inc. | 0.08% | Reduce -8.1% | 1,771 | $925K |
| Mosaic Advisors LLC | 1.24% | No change | 1,771 | $925K |
| First Hawaiian Bank | 0.12% | No change | 1,762 | $920K |
| Eagle Wealth Advisors LLC | 0.69% | No change | 1,742 | $910K |
| Calamos Wealth Management LLC | 0.03% | Add +32.6% | 1,725 | $901K |
| Global Financial Private Client, LLC | 0.24% | Reduce -5.3% | 1,724 | $901K |
| Argentarii, LLC | 0.27% | No change | 1,676 | $901K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -9.7% | 1,718 | $897K |
| Regal Investment Advisors LLC | 0.05% | Reduce -2.6% | 1,714 | $895K |
| JBR Co Financial Management Inc | 0.33% | Add +190.8% | 1,713 | $895K |
| Evercore Wealth Management, LLC | 0.01% | No change | 1,712 | $894K |
| New England Asset Management Inc. | 0.11% | No change | 1,710 | $893K |
| Orrstown Financial Services Inc. | 0.13% | No change | 1,708 | $892K |
| Guardian Capital, LLC | 0.73% | Reduce -10.4% | 1,707 | $892K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.36% | No change | 1,706 | $891K |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +274.1% | 1,706 | $891K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -3.9% | 1,694 | $885K |
| Farmers National Bank | 0.18% | Reduce -2.9% | 1,693 | $884K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +20.1% | 1,686 | $884K |
| BlackDiamond Wealth Management, LLC | 0.35% | Add +82.9% | 1,628 | $878K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -5.5% | 1,673 | $874K |
| OMNI 360 Wealth, Inc. | 0.40% | No change | 1,657 | $866K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.31% | Add +7.5% | 1,654 | $864K |
| Franklin Resources Inc. | 0.00% | No change | 1,649 | $861K |
| Gilpin Wealth Management, LLC | 0.59% | No change | 1,646 | $860K |
| Aberdeen Group plc | 0.00% | Reduce -46.8% | 1,641 | $857K |
| Plancorp, LLC | 0.02% | Add +63.8% | 1,630 | $855K |
| Aventura Private Wealth, LLC | 0.26% | No change | 1,634 | $854K |
| Fagan Associates, Inc. | 0.10% | Reduce -2.5% | 1,631 | $852K |
| Boston Research & Management Inc. | 0.19% | No change | 1,627 | $850K |
| True North Advisors, LLC | 0.08% | Add +0.3% | 1,621 | $847K |
| Peoples Bank | 0.82% | Reduce -6.1% | 1,617 | $845K |
| Milestones Private Investment Advisors LLC | 0.67% | No change | 1,609 | $841K |
| Sound Income Strategies, LLC | 0.04% | Reduce -1.9% | 1,594 | $833K |
| Financial Futures Ltd Liability Co. | 0.32% | No change | 1,592 | $832K |
| Sheets Smith Wealth Management | 0.08% | No change | 1,591 | $831K |
| Financial Planning Hawaii, Inc. | 0.45% | Add +2.4% | 1,591 | $831K |
| First Trust Advisors LP | 0.00% | Add +13.2% | 1,574 | $822K |
| Everest Financial Group LLC | 0.11% | No change | 1,574 | $822K |
| Kera Capital Partners, Inc. | 0.08% | New | 1,572 | $821K |
| Fogel Capital Management, Inc. | 0.33% | No change | 1,568 | $819K |
| Arkos Global Advisors | 0.10% | Add +0.1% | 1,565 | $817K |
| Burns J W & Co. Inc. | 0.08% | Add +9.2% | 1,551 | $810K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.1% | 1,542 | $806K |
| Oxinas Partners, LLC | 0.32% | Reduce -20.3% | 1,541 | $805K |
| Main Street Research LLC | 0.04% | Add +2.6% | 1,541 | $805K |
| Claro Advisors Inc. | 0.08% | Add +3.4% | 1,534 | $801K |
| Marks Group Wealth Management, Inc | 0.07% | No change | 1,532 | $800K |
| Eagle Rock Investment Company, LLC | 0.10% | No change | 1,525 | $797K |
| Avestar Capital, LLC | 0.05% | New | 1,514 | $791K |
| American Trust | 0.06% | Add +13.5% | 1,513 | $790K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.7% | 1,511 | $790K |
| Arwa LLC | 0.33% | No change | 1,500 | $787K |
| Capital Asset Managemnet, LLC | 1.77% | Reduce -0.8% | 1,505 | $786K |
| Sage Capital Advisors,llc | 0.16% | Add +0.3% | 1,505 | $786K |
| JDM Financial Group LLC | 0.27% | No change | 1,505 | $786K |
| Ballentine Partners, LLC | 0.01% | No change | 1,502 | $785K |
| Roehl & Yi Investment Advisors, LLC | 0.26% | No change | 1,500 | $784K |
| Atlas Legacy Advisors, LLC | 0.12% | Add +0.9% | 1,500 | $784K |
| Johnson Financial Group, Inc. | 0.03% | No change | 1,495 | $783K |
| Sterling Investment Counsel, LLC | 0.18% | Reduce -0.4% | 1,493 | $780K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -1.2% | 1,488 | $777K |
| Cim, LLC | 0.10% | Reduce -0.5% | 1,484 | $775K |
| Glenview Trust Co | 0.01% | Reduce -9.2% | 1,482 | $774K |
| Argent Trust Co | 0.02% | No change | 1,481 | $774K |
| Cordoba Advisory Partners LLC | 0.16% | No change | 1,474 | $770K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Add +0.1% | 1,445 | $757K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.9% | 1,446 | $755K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.4% | 1,439 | $752K |
| Key Client Fiduciary Advisors, LLC | 0.22% | No change | 1,438 | $751K |
| Fidelity D & D Bancorp Inc. | 0.26% | No change | 1,434 | $749K |
| Dumont & Blake Investment Advisors LLC | 0.17% | Reduce -1.4% | 1,430 | $747K |
| Compass Financial Management LLC | 0.09% | — | 1,395 | $746K |
| HCR Wealth Advisors | 0.07% | Reduce -4.9% | 1,426 | $745K |
| Aviance Capital Partners, LLC | 0.08% | No change | 1,409 | $736K |
| First Financial Corp. | 0.25% | Reduce -12.7% | 1,397 | $730K |
| Rockland Trust Co. | 0.03% | No change | 1,395 | $729K |
| Financial Guidance Group, Inc. | 0.27% | Reduce -0.9% | 1,393 | $728K |
| Compass Planning Associates Inc | 0.39% | Add +24.6% | 1,390 | $726K |
| Denver Wealth Management, Inc. | 0.21% | Reduce -1.3% | 1,388 | $725K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.0% | 1,387 | $724K |
| Traphagen Investment Advisors LLC | 0.05% | No change | 1,386 | $724K |
| PGIM Custom Harvest LLC | 0.01% | Add +41.3% | 1,385 | $724K |
| Mather Group, Llc. | 0.01% | Add +53.1% | 1,381 | $721K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -3.5% | 1,380 | $721K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 1,377 | $720K |
| Washington Trust Advisors, Inc. | 0.05% | Reduce -15.6% | 1,377 | $719K |
| Compass Wealth Management LLC | 0.14% | New | 1,376 | $719K |
| Trust Co. of Vermont | 0.03% | — | 1,376 | $719K |
| Peak Planning Group, LLC | 0.16% | Reduce -2.8% | 1,373 | $717K |
| Powers Advisory Group, LLC | 0.22% | No change | 1,371 | $716K |
| Innovative Wealth Building LLC | 0.42% | Add +0.1% | 1,371 | $716K |
| Weaver Consulting Group | 0.15% | No change | 1,359 | $710K |
| AlphaCore Capital LLC | 0.01% | Add +40.6% | 1,358 | $710K |
| Vaughan David Investments LLC | 0.01% | No change | 1,355 | $708K |
| Howard Wealth Management, LLC | 0.26% | Reduce -1.8% | 1,353 | $707K |
| Allie Family Office LLC | 0.26% | No change | 1,352 | $707K |
| Quantum Private Wealth, LLC | 0.18% | No change | 1,352 | $706K |
| Clear Trail Advisors, LLC | 0.11% | New | 1,352 | $706K |
| Strait & Sound Wealth Management LLC | 0.25% | Reduce -42.4% | 1,351 | $706K |
| Old Second National Bank of Aurora | 0.13% | No change | 1,336 | $698K |
| Pettyjohn, Wood & White, Inc. | 0.10% | No change | 1,335 | $697K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Reduce -6.0% | 1,334 | $697K |
| KG Capital Management | 0.41% | Reduce -17.1% | 1,332 | $696K |
| IPG Investment Advisors LLC | 0.10% | Add +4.9% | 1,329 | $694K |
| BIP Wealth, LLC | 0.02% | Add +1.1% | 1,325 | $692K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.4% | 1,319 | $689K |
| Indivisible Partners | 0.04% | Add +39.8% | 1,307 | $683K |
| Hoxton Planning & Management, LLC | 0.18% | No change | 1,300 | $679K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.1% | 1,298 | $678K |
| Pacific Financial Group Inc. | 0.32% | No change | 1,297 | $678K |
| United Community Bank | 0.21% | Add +825.0% | 1,295 | $676K |
| USA Financial Formulas | 0.12% | — | 1,292 | $675K |
| Stonebridge Financial Group, LLC | 0.05% | No change | 1,291 | $674K |
| World Equity Group, Inc. | 0.15% | Add +80.4% | 1,290 | $674K |
| Appleton Partners Inc. | 0.04% | No change | 1,289 | $673K |
| Carnegie Investment Counsel | 0.01% | Reduce -5.4% | 1,287 | $672K |
| Guidance Point Advisors, LLC | 0.15% | Add +0.3% | 1,285 | $672K |
| Clifford Swan Investment Counsel LLC | 0.02% | Add +28.3% | 1,286 | $672K |
| Olistico Wealth, LLC | 0.29% | Add +8121.3% | 105,562 | $671K |
| Lanark Financial, Inc. | 0.05% | Reduce -8.8% | 1,275 | $666K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -41.6% | 1,261 | $659K |
| Eastern Bank | 0.01% | No change | 1,261 | $659K |
| First Manhattan Co. Llc. | 0.00% | Add +53.6% | 1,261 | $659K |
| SkyOak Wealth, LLC | 0.11% | Add +0.1% | 1,252 | $654K |
| Opinicus Capital, Inc. | 0.35% | Reduce -0.3% | 1,252 | $654K |
| Watchman Group, Inc. | 0.15% | No change | 1,250 | $653K |
| LJI Wealth Management, LLC | 0.09% | No change | 1,250 | $653K |
| Horizon Wealth Management, LLC | 0.08% | No change | 1,244 | $650K |
| Old National Bancorp | 0.01% | Reduce -92.1% | 1,244 | $650K |
| Diversified Enterprises, LLC | 0.03% | Add +0.2% | 1,244 | $650K |
| Facet Wealth, Inc. | 0.01% | Reduce -0.6% | 1,243 | $649K |
| Evolve Private Wealth, LLC | 0.04% | Reduce -67.7% | 1,233 | $644K |
| Stokes Family Office, LLC | 0.07% | Reduce -50.3% | 1,231 | $643K |
| Retirement Solution LLC | 0.13% | Add +0.3% | 1,229 | $642K |
| Hobbs Group Advisors, LLC | 0.17% | Reduce -10.4% | 1,227 | $641K |
| Perennial Investment Advisors, LLC | 0.04% | Reduce -2.8% | 1,225 | $640K |
| Financial Solutions Advisory Group, Inc. | 0.08% | No change | 1,210 | $634K |
| Walkner Condon Financial Advisors LLC | 0.07% | No change | 1,211 | $633K |
| Nottingham Advisors, Inc. | 0.08% | No change | 1,220 | $632K |
| National Philanthropic Trust | 0.01% | Add +3.4% | 1,208 | $631K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.4% | 1,206 | $630K |
| Ipswich Investment Management Co., Inc. | 0.13% | No change | 1,201 | $627K |
| Black Diamond Financial, LLC | 0.06% | Reduce -29.4% | 1,199 | $626K |
| Cane Capital Partners, LLC | 0.25% | Add +5.1% | 1,198 | $626K |
| Calton & Associates, Inc. | 0.09% | Reduce -19.3% | 1,197 | $626K |
| Riverbend Wealth Management, LLC | 0.32% | Add +0.1% | 1,192 | $623K |
| Caxton Associates LLP | 0.01% | Add +56.0% | 1,192 | $623K |
| Innova Wealth Partners | 0.26% | Add +5.5% | 1,190 | $622K |
| LexAurum Advisors, LLC | 0.07% | Reduce -0.6% | 1,189 | $621K |
| Kaydan Wealth Management, Inc. | 0.19% | No change | 1,184 | $619K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.6% | 1,183 | $618K |
| TCTC Holdings, LLC | 0.02% | No change | 1,180 | $616K |
| McGuire Investment Group, LLC | 0.05% | Add +1.8% | 1,175 | $614K |
| Sentinel Wealth Management, Inc. | 0.43% | No change | 1,170 | $613K |
| St Germain D J Co. Inc. | 0.02% | Add +6.5% | 1,172 | $612K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 1,168 | $610K |
| Lighthouse Financial Services Inc. | 0.13% | Add +0.1% | 1,158 | $605K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | No change | 1,155 | $603K |
| Garde Capital, Inc. | 0.03% | No change | 1,154 | $603K |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0.07% | No change | 1,147 | $601K |
| Okabena Investment Services Inc. | 0.11% | No change | 1,150 | $601K |
| Private Capital Management, LLC | 0.05% | No change | 1,150 | $601K |
| Park Avenue Securities LLC | 0.00% | New | 1,143 | $597K |
| Belpointe Asset Management LLC | 0.02% | Add +35.4% | 1,141 | $596K |
| Duncan Williams Asset Management, LLC | 0.13% | Add +0.2% | 1,136 | $594K |
| Bannerstone Capital Management, LLC | 0.50% | Reduce -59.2% | 1,130 | $590K |
| Keystone Wealth Services, LLC | 0.11% | No change | 1,130 | $590K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 1,129 | $590K |
| Sandy Cove Advisors, LLC | 0.15% | Add +0.4% | 1,129 | $590K |
| Destination Wealth Management | 0.01% | Add +0.1% | 1,128 | $589K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -1.4% | 1,126 | $588K |
| Activest Wealth Management | 0.11% | Reduce -6.2% | 1,125 | $588K |
| Innovative Asset Advisors Group, LLC | 0.26% | Add +1.2% | 1,121 | $587K |
| Delta Capital Management LLC | 0.27% | No change | 1,120 | $585K |
| Man Group plc | 0.00% | New | 1,112 | $581K |
| Global Assets Advisory, LLC | 0.13% | New | 1,109 | $581K |
| Shrier Wealth Management, LLC | 0.20% | Reduce -5.0% | 1,110 | $580K |
| Enzi Wealth | 0.18% | Reduce -0.7% | 1,102 | $578K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.4% | 1,104 | $577K |
| Choate Investment Advisors | 0.01% | No change | 1,101 | $575K |
| Kellett Wealth Advisors, LLC | 0.27% | Add +0.2% | 1,101 | $575K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -2.0% | 1,099 | $574K |
| Laffer Tengler Investments, Inc. | 0.09% | No change | 1,096 | $573K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | Add +39.6% | 1,085 | $567K |
| Warner Financial, Inc. | 0.17% | Add +0.1% | 1,083 | $566K |
| Sage Financial Group Inc. | 0.03% | No change | 1,082 | $565K |
| Athena Investment Management | 0.33% | No change | 1,078 | $563K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -7.5% | 1,076 | $562K |
| Smith Asset Management Co., LLC | 0.44% | New | 1,075 | $562K |
| Boyd Watterson Asset Management LLC | 0.15% | No change | 1,073 | $561K |
| Samalin Investment Counsel, LLC | 0.18% | Add +36.2% | 1,064 | $556K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +7.0% | 1,062 | $555K |
| Johnson Financial Group, LLC | 0.03% | New | 1,057 | $552K |
| Madison Wealth Partners, Inc | 0.07% | New | 1,055 | $551K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 1,052 | $550K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 1,050 | $549K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Reduce -1.1% | 1,042 | $545K |
| Greenleaf Trust | 0.01% | Reduce -1.1% | 1,041 | $544K |
| TBH Global Asset Management, LLC | 0.10% | Reduce -9.0% | 1,037 | $542K |
| Latitude Advisors, LLC | 0.22% | Reduce -57.8% | 1,036 | $541K |
| Silver Grove Financial Group, Inc. | 0.29% | Add +2.4% | 1,034 | $540K |
| Wealth Care LLC | 0.44% | Reduce -2.7% | 1,032 | $539K |
| Bradley & Co. Private Wealth Management, LLC | 0.26% | No change | 1,028 | $538K |
| Great Waters Wealth Management | 0.05% | New | 1,030 | $538K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -1.1% | 1,030 | $538K |
| Investment Partners Asset Management, Inc. | 0.30% | Reduce -0.6% | 1,028 | $537K |
| Campbell Deegan Wealth Management, LLC | 0.38% | Add +0.2% | 1,024 | $535K |
| JT Stratford LLC | 0.06% | Reduce -3.4% | 1,023 | $534K |
| Carret Asset Management, LLC | 0.05% | No change | 1,022 | $534K |
| Freestate Advisors LLC | 0.40% | Add +0.3% | 1,022 | $534K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -1.1% | 1,020 | $533K |
| Highline Wealth Partners LLC | 0.11% | Add +16.9% | 1,017 | $531K |
| Bluesphere Advisors LLC | 0.16% | No change | 1,015 | $530K |
| Vima LLC | 0.53% | — | 1,012 | $528K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,011 | $528K |
| Hegarty Advisors, LLC | 0.36% | Add +0.3% | 1,011 | $528K |
| Successful Portfolios LLC | 0.25% | No change | 1,000 | $526K |
| Hourglass Capital, LLC | 0.10% | New | 1,000 | $522K |
| Chesley Taft & Associates LLC | 0.02% | No change | 1,000 | $522K |
| Capstone Wealth Management, Inc. | 0.39% | No change | 994 | $521K |
| Sather Financial Group Inc | 0.03% | Reduce -1.0% | 995 | $520K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.27% | Reduce -60.5% | 992 | $518K |
| Spinnaker Trust | 0.03% | No change | 992 | $518K |
| Redwood Financial Network Corp | 0.29% | Reduce -4.4% | 991 | $517K |
| Mattern Wealth Management LLC | 0.08% | No change | 989 | $517K |
| Fisher Asset Management | 0.00% | Reduce -36.5% | 987 | $516K |
| Howe & Rusling Inc. | 0.03% | Reduce -11.6% | 984 | $514K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | Reduce -1.3% | 983 | $514K |
| Vista Investment Partners LLC | 0.13% | No change | 983 | $513K |
| Peak Asset Management, LLC | 0.08% | Add +22.9% | 981 | $512K |
| Root Financial Partners, LLC | 0.02% | Reduce -7.2% | 977 | $510K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | No change | 976 | $510K |
| Hantz Financial Services, Inc. | 0.01% | Add +84.1% | 974 | $509K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -87.6% | 974 | $509K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +0.5% | 972 | $508K |
| Empower Advisory Group, LLC | 0.00% | Add +51.0% | 962 | $503K |
| Spirepoint Private Client, LLC | 0.04% | Add +88.6% | 956 | $499K |
| Sierra Capital LLC | 0.05% | No change | 955 | $499K |
| Value Investment Professionals, LLC | 0.42% | New | 953 | $498K |
| Richards, Merrill & Peterson, Inc. | 0.16% | Add +37.8% | 948 | $495K |
| Capital Advisors Inc. | 0.01% | Reduce -17.4% | 948 | $495K |
| Element Wealth, LLC | 0.19% | Reduce -0.5% | 948 | $495K |
| GatePass Capital, LLC | 0.19% | No change | 942 | $492K |
| Crewe Advisors LLC | 0.04% | No change | 941 | $491K |
| Navigation Group, LLC | 0.10% | No change | 936 | $489K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.1% | 934 | $488K |
| Eagle Strategies LLC | 0.05% | Add +0.7% | 934 | $488K |
| GC Wealth Management RIA, LLC | 0.03% | Reduce -9.4% | 928 | $485K |
| W Advisors, LLC | 0.22% | Reduce -3.1% | 926 | $484K |
| GenTrust, LLC | 0.02% | Reduce -2.6% | 923 | $483K |
| Armbruster Capital Management, Inc. | 0.07% | No change | 923 | $482K |
| CGN Advisors LLC | 0.04% | No change | 920 | $481K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 919 | $480K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +4.7% | 914 | $477K |
| Alteri Wealth LLC | 0.13% | Reduce -25.1% | 913 | $477K |
| Welch & Forbes LLC | 0.01% | No change | 911 | $476K |
| Diversified Trust Co. | 0.01% | Reduce -14.0% | 906 | $474K |
| Schrum Private Wealth Management LLC | 0.48% | Add +57.6% | 1,179 | $472K |
| Hayek Kallen Investment Management | 0.14% | Reduce -4.2% | 898 | $469K |
| Traction Financial Partners, LLC | 0.25% | No change | 894 | $467K |
| Clare Market Investments LLC | 0.08% | Add +6.3% | 891 | $465K |
| Regatta Research & Money Management | 0.44% | — | 885 | $462K |
| Meridian Management Co. | 0.10% | No change | 877 | $458K |
| Winthrop Advisory Group LLC | 0.03% | Reduce -1.2% | 877 | $458K |
| Kapstone Financial Advisors LLC | 0.19% | No change | 869 | $454K |
| Patten & Patten Inc. | 0.02% | No change | 866 | $452K |
| Cornerstone Advisory, LLC | 0.04% | Add +0.3% | 864 | $451K |
| Davidson Capital Management Inc. | 0.07% | No change | 862 | $450K |
| Leeward Financial Partners, LLC | 0.12% | Add +3.0% | 859 | $449K |
| Patrick M Sweeney & Associates, Inc. | 0.26% | No change | 859 | $449K |
| Pacific Sun Financial Corp | 0.18% | No change | 854 | $447K |
| Continuum Advisory, LLC | 0.04% | Reduce -31.7% | 854 | $446K |
| Thompson Davis & Co., Inc. | 0.27% | New | 850 | $444K |
| Assetmark, Inc. | 0.00% | Add +1.1% | 847 | $443K |
| Freedom Financial Partners LLC | 0.14% | Add +0.1% | 847 | $442K |
| WESPAC Advisors, LLC | 0.21% | Reduce -40.8% | 842 | $440K |
| SVB Wealth LLC | 0.03% | No change | 840 | $439K |
| Unique Wealth Strategies, LLC | 0.16% | Add +0.4% | 840 | $439K |
| Group One Trading LLC | 0.01% | New | 839 | $438K |
| WNY Asset Management, LLC | 0.04% | No change | 837 | $437K |
| Wiser Advisor Group LLC | 0.48% | Add +0.2% | 837 | $437K |
| KFG Wealth Management, LLC | 0.05% | No change | 834 | $436K |
| Centennial Wealth Advisory LLC | 0.09% | Reduce -2.2% | 828 | $433K |
| AdvisorNet Financial, Inc | 0.02% | No change | 827 | $432K |
| Grantvest Financial Group LLC | 0.25% | Reduce -13.1% | 826 | $431K |
| Centurion Wealth Management LLC | 0.10% | Reduce -47.8% | 824 | $431K |
| Everhart Financial Group, Inc. | 0.03% | No change | 823 | $430K |
| Empirical Asset Management, LLC | 0.10% | Reduce -8.4% | 822 | $429K |
| Slagle Financial, LLC | 0.13% | Add +46.8% | 822 | $429K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -2.4% | 820 | $428K |
| CPC Advisors, LLC | 0.06% | Reduce -5.0% | 819 | $428K |
| Seven Mile Advisory | 0.29% | No change | 817 | $428K |
| Vanguard Advisers Inc. | 0.00% | Add +9.8% | 814 | $425K |
| Alternative Investment Advisors, LLC. | 0.16% | Add +0.3% | 813 | $425K |
| Annandale Capital, LLC | 0.06% | Add +9.4% | 813 | $425K |
| Floyd Financial Group LLC | 0.28% | No change | 807 | $423K |
| Marshall Financial Group, LLC | 0.06% | Reduce -0.7% | 808 | $422K |
| Alpha Advisors, LLC | 0.32% | No change | 808 | $422K |
| Advisors Capital Management, LLC | 0.00% | No change | 806 | $421K |
| Smithfield Trust Co | 0.02% | No change | 805 | $421K |
| Salem Investment Counselors Inc. | 0.01% | No change | 802 | $420K |
| Pacific Center for Financial Services | 0.09% | Add +0.1% | 802 | $419K |
| Dale Q Rice Investment Management Ltd | 0.23% | Reduce -7.8% | 800 | $418K |
| Prosperity Planning, Inc. | 0.13% | No change | 794 | $415K |
| One Capital Management, LLC | 0.01% | No change | 890 | $412K |
| Goldstone Financial Group, LLC | 0.04% | Add +23.7% | 788 | $412K |
| Adkins Seale Capital Management LLC | 0.36% | No change | 785 | $410K |
| Smith Thornton Advisors LLC | 0.18% | No change | 779 | $409K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 781 | $408K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | No change | 781 | $408K |
| First Citizens Financial Corp | 0.17% | No change | 775 | $405K |
| Parisi Gray Wealth Management | 0.08% | Reduce -1.4% | 774 | $404K |
| Revisor Wealth Management LLC | 0.10% | Reduce -9.8% | 772 | $404K |
| Aspire Capital Advisors LLC | 0.08% | Add +0.3% | 773 | $404K |
| Money Concepts Capital Corp. | 0.02% | Reduce -5.2% | 771 | $403K |
| Ranch Capital Advisors Inc. | 0.13% | Add +1.2% | 769 | $402K |
| Agf Management Ltd. | 0.00% | Reduce -22.7% | 765 | $400K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -0.5% | 762 | $398K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 760 | $397K |
| Wealthcare Capital Management LLC | 0.04% | No change | 759 | $396K |
| Aspiriant, LLC | 0.01% | No change | 758 | $396K |
| Donaldson Capital Management, LLC | 0.01% | Add +10.0% | 757 | $395K |
| Canal Capital Management, LLC | 0.05% | New | 756 | $395K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 750 | $392K |
| Sonata Capital Group Inc. | 0.13% | No change | 750 | $392K |
| Convergence Financial, LLC | 0.03% | New | 749 | $391K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -6.4% | 748 | $391K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.1% | 747 | $390K |
| Evermay Wealth Management LLC | 0.04% | Reduce -2.1% | 745 | $390K |
| PCG Wealth Advisors, LLC | 0.09% | No change | 745 | $389K |
| PDS Planning, Inc | 0.02% | Add +25.3% | 744 | $389K |
| Axiom Investment Management LLC | 0.26% | Add +4.2% | 743 | $388K |
| Private Client Services, LLC | 0.10% | Reduce -17.5% | 741 | $387K |
| Ellerson Group Inc. | 0.23% | No change | 740 | $387K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 739 | $386K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -12.3% | 739 | $386K |
| 4WEALTH Advisors, Inc. | 0.30% | Add +20.4% | 739 | $386K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +6.5% | 738 | $386K |
| Lakeshore Capital Group, Inc. | 0.28% | Reduce -3.4% | 736 | $385K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 732 | $383K |
| Keebeck Wealth Management | 0.04% | No change | 730 | $381K |
| BSW Wealth Partners | 0.04% | New | 727 | $380K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 723 | $378K |
| Blue Trust, Inc. | 0.00% | Reduce -3.5% | 722 | $377K |
| Waldron Private Wealth LLC | 0.01% | Reduce -8.4% | 721 | $377K |
| Retirement Planning Co of New England, Inc. | 0.14% | No change | 720 | $376K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 715 | $374K |
| High Note Wealth, LLC | 0.06% | No change | 715 | $374K |
| Wedmont Private Capital | 0.01% | No change | 709 | $373K |
| M3 Advisory Group, LLC | 0.19% | Reduce -16.4% | 713 | $372K |
| Monument Capital Management | 0.07% | Add +0.7% | 712 | $372K |
| Boreal Capital Management LLC | 0.32% | No change | 710 | $371K |
| Avior Wealth Management, LLC | 0.01% | No change | 706 | $369K |
| Weil Company, Inc. | 0.06% | Add +5.7% | 704 | $368K |
| Gryphon Financial Partners LLC | 0.03% | No change | 704 | $368K |
| Front Row Advisors LLC | 0.11% | No change | 683 | $367K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 701 | $366K |
| Narus Financial Partners, LLC | 0.09% | No change | 700 | $366K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 700 | $366K |
| Diversified Portfolios, Inc. | 0.03% | No change | 700 | $366K |
| Ignite Planners, LLC | 0.05% | Reduce -1.7% | 699 | $365K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -38.4% | 697 | $364K |
| Westside Investment Management, Inc. | 0.05% | Add +6.0% | 694 | $363K |
| X-Square Capital, LLC | 0.09% | Add +17.9% | 692 | $362K |
| Francis Financial, Inc. | 0.06% | No change | 691 | $361K |
| ShankerValleau Wealth Advisors, Inc. | 0.10% | No change | 690 | $360K |
| Retirement Planning Group, LLC | 0.01% | Add +40.0% | 690 | $360K |
| Aldebaran Financial Inc. | 0.29% | Add +2.5% | 688 | $359K |
| Inspire Advisors, LLC | 0.03% | Add +20.8% | 686 | $359K |
| Revolve Wealth Partners, LLC | 0.04% | Add +17.3% | 685 | $358K |
| AlTi Global, Inc. | 0.01% | Reduce -40.5% | 679 | $356K |
| Sherman Wealth Management LLC | 0.27% | Add +0.4% | 679 | $354K |
| Chemistry Wealth Management LLC | 0.06% | Reduce -2.9% | 678 | $354K |
| Ingalls & Snyder LLC | 0.01% | No change | 673 | $352K |
| Appalachian Capital Management Ltd | 0.25% | No change | 672 | $351K |
| Sax Wealth Advisors, LLC | 0.01% | Add +31.7% | 752 | $348K |
| SoundView Advisors Inc. | 0.11% | Reduce -9.0% | 665 | $347K |
| JB Capital LLC | 0.01% | Reduce -31.1% | 664 | $347K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 662 | $346K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -17.8% | 661 | $346K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.1% | 660 | $345K |
| First National Bank Sioux Falls | 0.09% | No change | 705 | $342K |
| Smith Salley Wealth Management | 0.01% | No change | 655 | $342K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.11% | No change | 653 | $341K |
| Rehmann Capital Advisory Group | 0.02% | No change | 650 | $340K |
| North Star Investment Management Corp. | 0.02% | Reduce -3.7% | 650 | $340K |
| Zevenbergen Capital Investments LLC | 0.01% | No change | 650 | $340K |
| Councilmark Asset Management, LLC | 0.18% | No change | 650 | $340K |
| Sequent Asset Management, LLC | 0.14% | New | 650 | $340K |
| Nautilus Advisors LLC | 0.20% | Add +4.0% | 642 | $338K |
| Stevens Capital Partners | 0.06% | No change | 646 | $337K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 646 | $337K |
| Kavar Capital Partners Group, LLC | 0.04% | No change | 646 | $337K |
| Cadinha & Co. LLC | 0.05% | Add +18.4% | 645 | $337K |
| Ridgecrest Wealth Partners, LLC | 0.16% | No change | 644 | $337K |
| Tactive Advisors, LLC | 0.08% | Reduce -3.8% | 642 | $335K |
| Chapin Davis, Inc. | 0.06% | New | 641 | $335K |
| GW&K Investment Management, LLC | 0.00% | No change | 639 | $334K |
| Firethorn Wealth Partners, LLC | 0.11% | Add +45.9% | 639 | $334K |
| Miramontes Capital, LLC | 0.10% | Reduce -1.9% | 636 | $332K |
| Vigilare Wealth Management | 0.10% | No change | 634 | $331K |
| PCG Asset Management, LLC | 0.24% | Reduce -0.9% | 628 | $329K |
| Accredited Investors Inc. | 0.01% | No change | 628 | $328K |
| Dunhill Financial, LLC | 0.07% | No change | 627 | $328K |
| Advyzon Investment Management, LLC | 0.02% | Add +1.6% | 627 | $328K |
| Tulsa Wealth Advisors, INC | 0.05% | No change | 626 | $327K |
| Ellis Investment Partners, LLC | 0.05% | No change | 624 | $326K |
| Beacon Investment Advisors LLC | 0.10% | Add +0.2% | 621 | $325K |
| Harbour Trust & Investment Management Co | 0.03% | No change | 620 | $324K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 620 | $324K |
| Moneco Advisors, LLC | 0.02% | Reduce -7.5% | 620 | $324K |
| Retirement Planning Group, LLC / NY | 0.18% | Add +0.2% | 615 | $322K |
| Signet Private Wealth LLC | 0.26% | Add +0.2% | 617 | $322K |
| Wingate Wealth Advisors, Inc. | 0.14% | Add +0.2% | 616 | $322K |
| Financial Management Professionals, Inc. | 0.03% | No change | 614 | $322K |
| O'ROURKE & COMPANY, Inc | 0.11% | Reduce -6.8% | 615 | $322K |
| Strategic Advisory Partners, LLC | 0.23% | Add +0.2% | 616 | $322K |
| Primoris Wealth Advisors, LLC | 0.15% | Add +22.8% | 614 | $321K |
| Excalibur Management Corp. | 0.11% | No change | 612 | $320K |
| Avalon Capital Management | 0.08% | No change | 611 | $319K |
| Markowski Investments | 0.07% | — | 611 | $319K |
| DSG Capital Advisors, LLC | 0.05% | Reduce -36.9% | 608 | $319K |
| Stephen J. Garry & Associates, LLC | 0.23% | No change | 608 | $318K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -9.7% | 605 | $316K |
| Harbor Group, Inc. | 0.04% | Add +0.3% | 603 | $315K |
| Biltmore Family Office, LLC | 0.04% | No change | 600 | $314K |
| Pacific Excel Wealth Advisors, Inc. | 0.12% | New | 600 | $313K |
| Heritage Family Offices, LLP | 0.12% | No change | 600 | $313K |
| Heritage Wealth Advisors | 0.01% | No change | 600 | $313K |
| Atlantic Private Wealth, LLC | 0.19% | Add +0.3% | 596 | $311K |
| Obermeyer Wealth Partners | 0.01% | No change | 596 | $311K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -16.2% | 595 | $311K |
| Meridian Wealth Advisors, LLC | 0.04% | New | 595 | $311K |
| Bfsg, LLC | 0.03% | No change | 594 | $310K |
| Sjbenen Advisory, LLC | 0.18% | New | 590 | $310K |
| Quest 10 Wealth Builders, Inc. | 0.24% | Reduce -0.2% | 592 | $309K |
| Colonial Trust Co / SC | 0.04% | No change | 590 | $308K |
| NorthRock Partners, LLC | 0.00% | Reduce -7.0% | 589 | $307K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -8.1% | 587 | $307K |
| HBW Advisory Services LLC | 0.03% | Add +11.8% | 587 | $306K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 585 | $306K |
| Wellington Shields & Co., LLC | 0.07% | Add +13.2% | 585 | $305K |
| City Holding Co. | 0.03% | No change | 584 | $305K |
| Mystic Asset Management, Inc. | 0.06% | Add +3.4% | 581 | $304K |
| Selby Wealth Management, LLC | 0.11% | Reduce -3.3% | 578 | $302K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +0.2% | 576 | $301K |
| Meridian Financial Advisors, LLC | 0.14% | No change | 575 | $300K |
| BNC Wealth Management, LLC | 0.07% | Reduce -8.0% | 574 | $300K |
| Clark Asset Management, LLC | 0.02% | Reduce -61.1% | 573 | $299K |
| Fort Point Capital Partners LLC | 0.03% | No change | 569 | $298K |
| Brand Asset Management Group, Inc. | 0.07% | No change | 570 | $298K |
| Vista Capital Partners, Inc. | 0.03% | No change | 569 | $297K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | New | 570 | $297K |
| Hurlow Wealth Management Group, Inc. | 0.06% | No change | 566 | $296K |
| Accelerate Investment Advisors LLC | 0.17% | Add +0.2% | 565 | $295K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 565 | $295K |
| 55 North Private Wealth, LLC | 0.06% | No change | 565 | $295K |
| Maltin Wealth Management, Inc. | 0.10% | No change | 564 | $295K |
| Tull Financial Group, Inc. | 0.12% | No change | 563 | $294K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.2% | 560 | $292K |
| Independent Advisor Alliance | 0.01% | Reduce -96.1% | 557 | $291K |
| QRG Capital Management, Inc. | 0.00% | Add +10.5% | 556 | $290K |
| Citizens National Bank Trust Department | 0.04% | Reduce -0.9% | 555 | $290K |
| Key Financial Inc | 0.05% | No change | 553 | $289K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +0.2% | 553 | $289K |
| Peak Wealth Management LLC | 0.20% | No change | 552 | $288K |
| Topsail Wealth Management, LLC | 0.04% | No change | 550 | $288K |
| Rockingstone Advisors LLC | 0.12% | No change | 550 | $287K |
| HM Payson & Co. | 0.00% | Reduce -25.7% | 550 | $287K |
| Fayez Sarofim & Co | 0.00% | No change | 550 | $287K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 549 | $287K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -26.9% | 548 | $286K |
| Ibex Wealth Advisors | 0.02% | Reduce -25.9% | 547 | $286K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -14.7% | 544 | $284K |
| Pure Financial Advisors, LLC | 0.00% | No change | 543 | $284K |
| Coppell Advisory Solutions LLC | 0.02% | New | 644 | $283K |
| RPS Advisory Solutions LLC | 0.19% | Add +1.7% | 540 | $282K |
| CX Institutional | 0.01% | New | 540 | $282K |
| Commonwealth Retirement Investments LLC | 0.08% | No change | 538 | $281K |
| WealthShield Partners, LLC | 0.04% | Reduce -33.2% | 535 | $280K |
| Wealthspan Partners, LLC | 0.09% | Reduce -30.3% | 535 | $279K |
| Northstar Group, Inc. | 0.04% | No change | 534 | $279K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 533 | $279K |
| Commonwealth Financial Services, LLC | 0.04% | No change | 532 | $278K |
| Napier Financial, LLC | 0.06% | Add +11.3% | 530 | $277K |
| Trust Co | 0.03% | Add +32.2% | 530 | $277K |
| Entrewealth, LLC | 0.10% | New | 514 | $277K |
| Whitcomb & Hess, Inc. | 0.06% | Reduce -11.6% | 528 | $276K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 525 | $274K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | Add +0.2% | 525 | $274K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 524 | $274K |
| OneAscent Financial Services LLC | 0.01% | No change | 524 | $274K |
| NorthCoast Asset Management LLC | 0.01% | Add +0.4% | 522 | $273K |
| Elite Life Management LLC | 0.32% | No change | 500 | $271K |
| Spartan Wealth Advisory Services LLC | 0.02% | New | 519 | $271K |
| Flavin Financial Services, Inc. | 0.15% | New | 519 | $271K |
| Arkfeld Wealth Strategies, L.L.C. | 0.08% | No change | 511 | $271K |
| Blue Fin Capital, Inc. | 0.04% | No change | 515 | $269K |
| Clear Wave Wealth Management LLC | 0.06% | No change | 514 | $269K |
| Marino, Stram & Associates LLC | 0.04% | Add +0.2% | 512 | $268K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -4.7% | 510 | $266K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 510 | $266K |
| CIBC Asset Management Inc | 0.00% | No change | 510 | $266K |
| Basepoint Wealth LLC | 0.15% | No change | 509 | $266K |
| Wisconsin Wealth Advisors, LLC | 0.23% | Add +0.6% | 508 | $265K |
| Hilltop Partners LLC | 0.06% | New | 507 | $265K |
| Fiducient Advisors LLC | 0.04% | Add +0.2% | 504 | $265K |
| Tandem Capital Management Corp. | 0.11% | No change | 505 | $264K |
| Ayalon Insurance Comp Ltd. | 0.03% | Reduce -93.0% | 502 | $263K |
| Great Diamond Partners, LLC | 0.04% | Reduce -1.6% | 500 | $261K |
| LFA - Lugano Financial Advisors SA | 0.16% | No change | 500 | $261K |
| Ping Capital Management, Inc. | 0.08% | No change | 500 | $261K |
| Register Financial Advisors LLC | 0.08% | No change | 500 | $261K |
| Act Wealth Management, LLC | 0.08% | No change | 500 | $261K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -20.0% | 500 | $261K |
| Axecap Investments, LLC | 0.14% | Reduce -0.6% | 498 | $260K |
| BlueCrest Capital Management Ltd | 0.01% | New | 498 | $260K |
| ABLE Financial Group, LLC | 0.04% | No change | 495 | $259K |
| San Luis Wealth Advisors LLC | 0.04% | Reduce -16.4% | 495 | $259K |
| Liberty Wealth Management LLC | 0.03% | No change | 555 | $257K |
| IFS Advisors, LLC | 0.12% | No change | 491 | $256K |
| Independent Solutions Wealth Management, LLC | 0.03% | Reduce -9.3% | 488 | $255K |
| Ewa, LLC | 0.05% | Add +7.5% | 488 | $255K |
| Sharp Wealth Advisory, LLC | 0.12% | New | 485 | $253K |
| Prasad Wealth Partners, LLC | 0.06% | No change | 483 | $252K |
| Glassman Wealth Services | 0.03% | New | 482 | $252K |
| First United Bank & Trust | 0.07% | Reduce -1.0% | 481 | $251K |
| Seneca Financial Advisors LLC | 0.07% | No change | 481 | $251K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 480 | $251K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 476 | $249K |
| Gradient Capital Advisors, LLC | 0.06% | Add +2.6% | 475 | $248K |
| Moment Partners, LLC | 0.04% | Reduce -5.4% | 475 | $248K |
| Ascent Group, LLC | 0.01% | New | 474 | $248K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +5.3% | 474 | $248K |
| TCFG Investment Advisors, LLC | 0.08% | No change | 472 | $247K |
| Bogart Wealth, LLC | 0.01% | Add +37.4% | 470 | $246K |
| TigerOak Management, L.L.C. | 0.07% | No change | 469 | $245K |
| Fairvoy Private Wealth, LLC | 0.05% | No change | 468 | $244K |
| Integrity Wealth Solutions LLC | 0.09% | Add +0.2% | 467 | $244K |
| Werba Rubin Papier Wealth Management | 0.03% | Add +6.6% | 467 | $244K |
| Summit Place Financial Advisors, LLC | 0.11% | No change | 467 | $244K |
| Acorn Financial Advisory Services Inc. | 0.03% | No change | 466 | $244K |
| JDH Wealth Management, LLC | 0.15% | No change | 466 | $243K |
| Winebrenner Capital Management LLC | 0.15% | No change | 465 | $243K |
| Haverford Trust Co | 0.00% | No change | 464 | $242K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 462 | $242K |
| Beacon Financial Advisory LLC | 0.05% | Add +6.9% | 463 | $242K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 463 | $242K |
| Evensky & Katz LLC | 0.01% | No change | 462 | $241K |
| SHP Wealth Management | 0.02% | Add +6.3% | 459 | $240K |
| Rockline Wealth Management, LLC | 0.05% | No change | 459 | $240K |
| Howard Capital Management, LLC | 0.00% | Reduce -8.2% | 458 | $239K |
| Bison Wealth, LLC | 0.02% | Add +1.4% | 451 | $239K |
| New Wave Wealth Advisors LLC | 0.06% | New | 451 | $236K |
| Gaddis Premier Wealth Advisors LLC | 0.14% | No change | 451 | $236K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 450 | $235K |
| Disciplined Investors, L.L.C. | 0.12% | Reduce -3.0% | 450 | $235K |
| J. Derek Lewis & Associates Inc. | 0.04% | New | 447 | $234K |
| Capital Square, LLC | 0.10% | No change | 444 | $233K |
| Van Den Berg Management I, Inc. | 0.05% | Reduce -22.0% | 444 | $232K |
| Matauro, LLC | 0.03% | Add +0.2% | 442 | $231K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 442 | $231K |
| Talisman Wealth Advisors LLC | 0.17% | No change | 441 | $230K |
| Wealth Advisory Solutions, LLC | 0.05% | No change | 440 | $230K |
| Kiley Juergens Wealth Management, LLC | 0.04% | No change | 440 | $230K |
| Principle Wealth Partners LLC | 0.01% | No change | 440 | $230K |
| Altfest L J & Co. Inc. | 0.02% | Add +0.2% | 440 | $230K |
| Align Financial, LLC | 0.11% | Add +0.2% | 438 | $229K |
| KWB Wealth | 0.02% | No change | 437 | $228K |
| Talon Private Wealth, LLC | 0.03% | No change | 434 | $227K |
| Opulen Financial Group LLC | 0.14% | New | 433 | $226K |
| Platform Technology Partners | 0.04% | No change | 432 | $226K |
| West Michigan Advisors, LLC | 0.04% | New | 431 | $225K |
| Mustard Seed Financial, LLC | 0.12% | New | 431 | $225K |
| Prepared Retirement Institute LLC | 0.10% | New | 430 | $225K |
| Nuveen, LLC | 0.00% | New | 430 | $225K |
| Holland Advisory Services, Inc. | 0.25% | New | 430 | $224K |
| Savvy Advisors, Inc. | 0.00% | Reduce -48.9% | 428 | $224K |
| MKD Wealth Coaches, LLC | 0.19% | New | 428 | $224K |
| Advisor OS, LLC | 0.01% | New | 428 | $224K |
| PMG Family Office LLC | 0.21% | New | 426 | $223K |
| Accel Wealth Management | 0.05% | New | 427 | $223K |
| Planning Center, Inc. | 0.02% | New | 425 | $222K |
| Powerhouse Assets LLC | 0.18% | Reduce -32.0% | 425 | $222K |
| Prosperity Financial Group, Inc. | 0.07% | New | 425 | $222K |
| RiverTree Advisors, LLC | 0.13% | New | 422 | $220K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 421 | $220K |
| Garrison Bradford & Associates Inc. | 0.24% | Reduce -11.9% | 416 | $220K |
| Hudson Value Partners, LLC | 0.06% | New | 420 | $219K |
| Market Street Wealth Management Advisors LLC | 0.03% | New | 420 | $219K |
| Howard Capital Management Group, LLC | 0.01% | New | 420 | $219K |
| Fund Advisors of America Inc | 0.20% | New | 420 | $219K |
| Calder Financial LLC | 0.21% | Reduce -2.6% | 419 | $219K |
| Argos Wealth Advisors, LLC | 0.06% | New | 416 | $217K |
| Thrive Capital Management, LLC | 0.04% | New | 415 | $217K |
| Carrera Capital Advisors | 0.03% | New | 414 | $217K |
| Rodgers & Associates, LTD | 0.02% | New | 415 | $217K |
| Deutsche Bank AG | 0.00% | No change | 415 | $217K |
| GW Henssler & Associates Ltd. | 0.01% | New | 415 | $217K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | New | 414 | $216K |
| WPWealth LLP | 0.03% | New | 414 | $216K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -11.0% | 414 | $216K |
| Berger Financial Group, Inc | 0.01% | New | 414 | $216K |
| Garrison Point Advisors, LLC | 0.09% | New | 414 | $216K |
| Encompass Wealth Advisors, LLC | 0.07% | New | 413 | $216K |
| Granite FO LLC | 0.11% | Reduce -51.7% | 413 | $216K |
| Texas Yale Capital Corp. | 0.00% | New | 413 | $216K |
| Advus Financial Partners, LLC | 0.05% | New | 412 | $215K |
| Elevation Wealth Partners, LLC | 0.06% | Add +4.6% | 412 | $215K |
| Pasadena Private Wealth, LLC | 0.03% | New | 412 | $215K |
| Adamsbrown Wealth Consultants LLC | 0.04% | New | 412 | $215K |
| Financial Management Network Inc. | 0.03% | Reduce -21.1% | 411 | $214K |
| Churchill Financial Advisors, LLC | 0.04% | New | 410 | $214K |
| Norden Group LLC | 0.02% | New | 407 | $213K |
| Bright Futures Wealth Management, LLC. | 0.14% | New | 406 | $212K |
| Jackson, Grant Investment Advisers, Inc. | 0.07% | Add +0.5% | 406 | $212K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 405 | $212K |
| BankPlus Trust Department | 0.05% | No change | 405 | $212K |
| LVZ, Inc. | 0.02% | New | 405 | $211K |
| Altura Wealth Advisors Inc. | 0.07% | New | 404 | $211K |
| MTM Investment Management, LLC | 0.06% | No change | 404 | $211K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 402 | $211K |
| Nilsine Partners, LLC | 0.01% | New | 402 | $210K |
| Curi Capital, LLC | 0.00% | New | 400 | $210K |
| CFO4Life Group, LLC | 0.03% | New | 401 | $210K |
| Patten Group, Inc. | 0.03% | New | 401 | $209K |
| Wilson & Boucher Capital Management, LLC | 0.12% | New | 400 | $209K |
| Xxi Wealth, LLC | 0.10% | New | 400 | $209K |
| Charter Capital Management, LLC\DE | 0.09% | New | 400 | $209K |
| Pavion Blue Capital, LLC | 0.08% | New | 400 | $209K |
| FourThought Financial Partners, LLC | 0.02% | New | 400 | $209K |
| Maple Capital Management, Inc. | 0.01% | New | 400 | $209K |
| Founders Financial Securities LLC | 0.01% | New | 396 | $207K |
| Trustco Bank Corp. N Y | 0.15% | New | 396 | $207K |
| Cooper Financial Group | 0.02% | New | 396 | $207K |
| Central Valley Advisors, LLC | 0.05% | New | 395 | $206K |
| West Wealth Group, LLC | 0.03% | New | 394 | $206K |
| J. M. Brown & Associates Inc. | 0.12% | — | 394 | $206K |
| Winch Advisory Services, LLC | 0.04% | Add +0.3% | 393 | $205K |
| Traynor Capital Management, Inc. | 0.01% | New | 390 | $204K |
| Busey Bank | 0.00% | New | 390 | $204K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.4% | 390 | $204K |
| SeaBridge Investment Advisors LLC | 0.03% | New | 389 | $203K |
| Dougherty & Associates, LLC | 0.16% | New | 388 | $203K |
| Saxony Capital Management, LLC | 0.09% | New | 388 | $203K |
| Rogco, LP | 0.06% | No change | 387 | $202K |
| Virtue Capital Management, LLC | 0.03% | New | 387 | $202K |
| Nadler Financial Group, Inc. | 0.02% | New | 386 | $202K |
| Plotkin Financial Advisors, LLC | 0.08% | New | 386 | $202K |
| Burk Holdings LLC | 0.07% | Reduce -4.7% | 385 | $201K |
| Sfmg, LLC | 0.01% | New | 385 | $201K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 385 | $201K |
| Advisory Solutions Group, LLC | 0.07% | — | 383 | $200K |
| Wealth Advisors of Iowa, LLC | 0.05% | New | 383 | $200K |
| Oakworth Capital, Inc. | 0.01% | No change | 380 | $199K |
| Hurley Capital, LLC | 0.10% | New | 376 | $196K |
| Tidemark, LLC | 0.04% | No change | 374 | $195K |
| CoreFirst Bank & Trust | 0.10% | No change | 370 | $193K |
| Kingdom Financial Group LLC. | 0.05% | Add +22.0% | 366 | $191K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +1.4% | 365 | $190K |
| Strategic Investment Advisors / MI | 0.01% | Add +17.6% | 361 | $188K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 360 | $188K |
| Center for Financial Planning, Inc. | 0.02% | No change | 356 | $186K |
| Global Trust Asset Management, LLC | 0.06% | No change | 356 | $186K |
| Fortitude Family Office, LLC | 0.04% | No change | 355 | $185K |
| Archer Investment Corp | 0.04% | Add +5.7% | 353 | $185K |
| Bangor Savings Bank | 0.01% | No change | 345 | $180K |
| GAMMA Investing LLC | 0.01% | No change | 328 | $171K |
| Fourth Dimension Wealth, LLC | 0.05% | Reduce -98.4% | 311 | $163K |
| Curat Global, LLC | 0.13% | No change | 305 | $159K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 300 | $157K |
| Sittner & Nelson, LLC | 0.05% | No change | 300 | $157K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 300 | $157K |
| Kentucky Trust Co | 0.07% | No change | 290 | $151K |
| Aspect Partners, LLC | 0.06% | Add +3.6% | 289 | $151K |
| Vanguard National Trust Co | 0.01% | No change | 285 | $149K |
| Baker Avenue Asset Management, LP | 0.00% | New | 282 | $147K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 273 | $143K |
| Davis Capital Management | 0.08% | Add +4.5% | 257 | $134K |
| Westfuller Advisors, LLC | 0.05% | Add +0.4% | 255 | $134K |
| Abound Wealth Management | 0.03% | No change | 250 | $131K |
| Westend Capital Management, LLC | 0.03% | No change | 250 | $131K |
| Country Trust Bank | 0.00% | Reduce -23.2% | 248 | $130K |
| MCF Advisors LLC | 0.00% | No change | 237 | $124K |
| Union Savings Bank | 0.05% | No change | 236 | $123K |
| Ameriflex Group, Inc. | 0.05% | Reduce -1.3% | 233 | $122K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 230 | $120K |
| Guardian Partners Inc. | 0.01% | New | 225 | $118K |
| Graney & King, LLC | 0.04% | Add +88.2% | 224 | $117K |
| Bell Investment Advisors, Inc | 0.02% | No change | 221 | $115K |
| Financial Consulate, Inc. | 0.01% | No change | 216 | $113K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.5% | 216 | $113K |
| Barnes Dennig Private Wealth Management LLC | 0.09% | No change | 212 | $111K |
| Birch Capital Management, LLC | 0.05% | Add +32.1% | 210 | $110K |
| Anchor Investment Management, LLC | 0.01% | No change | 209 | $109K |
| Capital Analysts, LLC | 0.00% | Reduce -18.8% | 208 | $109K |
| Signature Equity Partners, LLC | 0.05% | No change | 206 | $108K |
| GGM Financial LLC | 0.04% | No change | 206 | $108K |
| LifeSteps Financial, Inc. | 0.05% | New | 200 | $104K |
| Community Bank, N.A. | 0.01% | No change | 194 | $101K |
| Your Advocates Ltd., LLP | 0.03% | Add +0.5% | 193 | $101K |
| TrustBank | 0.03% | No change | 187 | $98K |
| Darwin Wealth Management, LLC | 0.03% | No change | 181 | $95K |
| Community Financial Services Group, LLC | 0.01% | Add +256.0% | 178 | $93K |
| Vision Financial Markets LLC | 0.08% | No change | 173 | $90K |
| Nemes Rush Group LLC | 0.01% | Add +0.6% | 170 | $89K |
| SJS Investment Consulting Inc. | 0.01% | No change | 164 | $86K |
| Raffa Wealth Management, LLC | 0.01% | No change | 163 | $85K |
| Hilton Head Capital Partners, LLC | 0.04% | No change | 163 | $85K |
| Arlington Trust Co LLC | 0.01% | New | 160 | $84K |
| Vestor Capital, LLC | 0.01% | Add +42.0% | 710 | $80K |
| Creative Financial Designs Inc. | 0.00% | Add +11.9% | 150 | $79K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 150 | $78K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 150 | $78K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 142 | $74K |
| Trust Co. of Toledo NA | 0.01% | Add +42.5% | 134 | $70K |
| TIAA Wealth Investment Management LLC | 0.00% | No change | 132 | $69K |
| Security National Bank | 0.01% | No change | 130 | $68K |
| Bokf, NA | 0.00% | Reduce -19.8% | 130 | $68K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 125 | $65K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 120 | $63K |
| Fairscale Capital, LLC | 0.03% | No change | 110 | $58K |
| Intesa Sanpaolo Wealth Management | 0.01% | No change | 110 | $57K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -9.8% | 110 | $57K |
| Oakmont Advisory Group, LLC | 0.05% | New | 108 | $56K |
| Fairway Wealth LLC | 0.01% | No change | 108 | $56K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 108 | $56K |
| Key Capital Management, INC | 0.03% | No change | 106 | $56K |
| Crews Bank & Trust | 0.01% | No change | 106 | $55K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | No change | 105 | $55K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 103 | $54K |
| Wolff Wiese Magana LLC | 0.02% | Add +5.5% | 96 | $50K |
| Valued Wealth Advisors LLC | 0.02% | New | 91 | $48K |
| CDKV Holdings LLC | 0.04% | No change | 90 | $47K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | New | 90 | $47K |
| Tounjian Advisory Partners, LLC | 0.02% | New | 90 | $47K |
| JNBA Financial Advisors | 0.00% | No change | 89 | $46K |
| Comprehensive Financial Planning, Inc. | 0.02% | Add +1.1% | 88 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 84 | $44K |
| WPG Advisers, LLC | 0.02% | No change | 80 | $42K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 80 | $42K |
| Signature Resources Capital Management, LLC | 0.02% | New | 79 | $41K |
| Chilton Capital Management LLC | 0.00% | No change | 79 | $41K |
| LOM Asset Management Ltd | 0.01% | Reduce -49.0% | 78 | $41K |
| Dorato Capital Management | 0.03% | No change | 75 | $39K |
| Pioneer Family Office, LLC | 0.02% | No change | 75 | $39K |
| Rakuten Securities, Inc. | 0.01% | Reduce -93.5% | 75 | $39K |
| Independence Bank of Kentucky | 0.00% | Reduce -6.3% | 75 | $39K |
| Buck Wealth Strategies, LLC | 0.00% | New | 73 | $38K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 70 | $37K |
| Luminist Capital LLC | 0.04% | New | 70 | $37K |
| JPL Wealth Management, LLC | 0.01% | New | 69 | $36K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 68 | $36K |
| Synergy Investment Management, LLC | 0.01% | No change | 68 | $36K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +1900.0% | 300 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 66 | $34K |
| LRI Investments, LLC | 0.00% | No change | 63 | $33K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 62 | $32K |
| Monetary Management Group Inc. | 0.01% | No change | 61 | $32K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 61 | $32K |
| PlanVest Financial, Inc | 0.02% | New | 60 | $31K |
| Albion Financial Group | 0.00% | No change | 58 | $30K |
| Coston, McIsaac & Partners | 0.01% | No change | 57 | $30K |
| Horrell Capital Management, Inc. | 0.01% | No change | 56 | $29K |
| First Pacific Financial | 0.00% | Add +205.6% | 55 | $29K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.9% | 54 | $28K |
| High Point Wealth Management, LLC | 0.02% | No change | 53 | $28K |
| Versant Capital Management, Inc | 0.00% | No change | 53 | $28K |
| KERR FINANCIAL PLANNING Corp | 0.03% | No change | 51 | $27K |
| Allied Private Wealth LLC | 0.02% | — | 50 | $26K |
| Imprint Wealth LLC | 0.10% | Add +23.1% | 48 | $25K |
| Riverview Trust Co | 0.03% | No change | 47 | $25K |
| Essential Investment Partners LLC | 0.02% | No change | 46 | $24K |
| Pflug Koory, LLC | 0.01% | No change | 46 | $24K |
| Access Investment Management LLC | 0.01% | No change | 45 | $24K |
| Rossby Financial, LCC | 0.00% | No change | 45 | $24K |
| LM Advisors LLC | 0.10% | Add +150.6% | 42,166 | $22K |
| Creative Capital Management Investments LLC | 0.01% | No change | 42 | $22K |
| CVA Family Office, LLC | 0.00% | No change | 42 | $22K |
| Tripletail Wealth Management, LLC | 0.02% | No change | 40 | $21K |
| Cetera Trust Company, N.A | 0.01% | No change | 40 | $21K |
| Wellington-Altus USA Inc. | 0.01% | No change | 43 | $20K |
| Alerus Financial NA | 0.00% | No change | 33 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 33 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 32 | $17K |
| Midwest Capital Advisors, LLC | 0.01% | No change | 32 | $17K |
| United Financial Planning Group LLC | 0.01% | No change | 30 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | New | 25 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 24 | $13K |
| Peterson Wealth Management | 0.01% | No change | 24 | $13K |
| Eukles Asset Management | 0.00% | No change | 22 | $11K |
| Clark Wealth Partners | 0.01% | No change | 21 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $9K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 14 | $7K |
| Anchor Bay Capital, Inc. | 0.00% | — | 13 | $7K |
| Morse Asset Management, Inc | 0.00% | No change | 10 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 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 |
| Tsfg, LLC | 0.00% | No change | 10 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 10 | $5K |
| Hickory Point Bank & Trust | 0.00% | No change | 9 | $5K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 8 | $4K |
| CGC Financial Services, LLC | 0.00% | No change | 8 | $4K |
| Wellington Shields Capital Management, LLC | 0.00% | New | 8 | $4K |
| American Capital Advisory, LLC | 0.00% | No change | 7 | $3K |
| Downshift Financial, LLC | 0.00% | New | 6 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 7 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 6 | $3K |
| Strive Financial Group ,LLC | 0.00% | No change | 5 | $3K |
| Fairman Group, LLC | 0.00% | New | 5 | $3K |
| Kennebec Savings Bank | 0.00% | New | 5 | $3K |
| Grove Bank & Trust | 0.00% | No change | 5 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 5 | $2K |
| Centerpoint Advisors, LLC | 0.00% | No change | 3 | $2K |
| Kilter Group LLC | 0.00% | No change | 3 | $2K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 3 | $2K |
| Catherine Avery Investment Management LLC | 0.00% | No change | 3 | $2K |
| Decker Retirement Planning Inc. | 0.00% | No change | 3 | $2K |
| Gould Capital, LLC | 0.00% | No change | 2 | $1K |
| Horizon Investments, LLC | 0.00% | New | 2 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 1 | $524 |
| REAP Financial Group, LLC | 0.00% | No change | 1 | $522 |
| Banque Cantonale Vaudoise | 0.00% | Add +72.5% | 176 | $92 |
| 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.