iShares Select Dividend ETFDVYETF

13F holders, Q1 2024 (March 31)
1,229holders
4famous investors
$123.04avg. 13F price*

At the end of Q1 2024, 1,229 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($779.1M) and PNC Financial Services Group, Inc. ($492.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Select Dividend ETF
CUSIP
464287168
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions67$99.4M
Exits72$85.1M

Ownership 1,229 holders

Bank of America Corp. 0.10% Add +0.0% 8,441,507 $1.0B
Morgan Stanley 0.06% Reduce -8.0% 6,325,216 $779.1M
PNC Financial Services Group, Inc. 0.34% Reduce -4.3% 4,000,818 $492.8M
Wells Fargo & Company 0.13% Reduce -2.8% 3,877,345 $477.6M
Northern Trust Corp. 0.07% Reduce -3.6% 3,115,927 $383.8M
Royal Bank of Canada 0.07% Reduce -21.6% 2,329,898 $287.0M
Bank of New York Mellon Corp 0.05% Reduce -17.0% 2,086,085 $257.0M
Envestnet Asset Management Inc. 0.07% Reduce -7.7% 1,608,032 $198.1M
JPMorgan Chase & Co. 0.02% Reduce -15.9% 1,507,293 $185.7M
LPL Financial LLC 0.09% Reduce -8.6% 1,366,984 $168.4M
US Bancorp \de 0.22% Reduce -3.8% 1,309,730 $161.3M
Truist Financial Corp. 0.23% Reduce -17.2% 1,246,683 $153.6M
UBS Group AG 0.04% Reduce -18.7% 1,022,705 $126.0M
Bank of Montreal 0.03% Reduce -9.0% 851,704 $105.0M
Raymond James Financial Services Advisors, Inc. 0.14% Add +47.2% 759,253 $93.5M
Goldman Sachs Group Inc. 0.02% Add +5.6% 695,070 $85.6M
Northside Capital Management, LLC 14.97% Add +0.0% 681,441 $83.9M
Commonwealth Equity Services, LLC 0.13% Add +2.0% 636,401 $78.4M
Jane Street Group, LLC 0.10% Add +1872.8% 617,469 $76.1M
Nissay Asset Management Corp. /Japan 0.51% Reduce -49.1% 593,639 $73.1M
Raymond James & Associates 0.05% Reduce -7.7% 585,544 $72.1M
Ameriprise Financial Inc. 0.02% Reduce -19.5% 522,627 $64.4M
Osaic Holdings, Inc. 0.14% Reduce -16.3% 521,776 $64.3M
Comerica Bank 0.26% Reduce -1.9% 492,677 $60.7M
Northwestern Mutual Wealth Management Co. 0.05% Reduce -11.9% 428,724 $52.8M
Rockefeller Capital Management L.P. 0.14% Add +0.5% 397,608 $49.0M
Mariner, LLC 0.10% Reduce -3.9% 397,115 $48.9M
Cetera Investment Advisers 0.11% Add +291.2% 389,988 $48.0M
Focus Partners Wealth 0.37% Add +1314.8% 372,659 $45.9M
OMERS ADMINISTRATION Corp 0.51% New 358,500 $44.2M
Fifth Third Bancorp 0.17% Reduce -16.0% 352,623 $43.4M
Assetmark, Inc. 0.13% Add +8.2% 335,076 $41.3M
HighTower Advisors, LLC 0.06% Add +2.3% 310,432 $38.2M
BlackRock Inc. 0.00% Reduce -8.3% 302,223 $37.2M
Stifel Financial Corp. 0.04% Reduce -10.0% 289,645 $35.7M
Creative Planning 0.04% Reduce -2.4% 286,873 $35.3M
Commerce Bank 0.23% Reduce -2.2% 286,354 $35.3M
AMG National Trust Bank 1.01% Add +0.5% 279,891 $34.5M
M&T Bank Corp 0.11% Reduce -5.4% 257,851 $31.8M
Cibc World Market Inc. 0.08% Reduce -2.4% 248,135 $30.6M
LBMC Investment Advisors, LLC 2.53% Reduce -1.4% 236,923 $29.2M
Glenmede Trust Co. NA 0.14% Add +16.6% 234,572 $28.9M
Ellis Investment Partners, LLC 6.21% Reduce -1.9% 231,957 $28.6M
Synovus Financial Corp. 0.36% Reduce -1.2% 227,468 $28.0M
Janney Montgomery Scott LLC 0.08% Reduce -18.3% 225,892 $27.8M
Mercer Global Advisors Inc. 0.08% Add +5.0% 224,534 $27.7M
Baird Financial Group, Inc. 0.06% Reduce -0.2% 221,196 $27.2M
Valmark Advisers, Inc. 0.46% Reduce -0.6% 214,788 $26.5M
St. Clair Advisors, LLC 7.74% Reduce -0.3% 193,498 $23.8M
First National Bank & Trust Co. of Newtown 4.81% Reduce -1.7% 192,331 $23.7M
Private Advisor Group, LLC 0.17% Reduce -0.7% 190,778 $23.5M
Susquehanna International Group, LLP 0.03% Add +307.0% 184,670 $22.7M
Blair William & Co. 0.07% Reduce -21.4% 170,564 $21.0M
Wealth Enhancement Advisory Services, LLC 0.05% Add +2.3% 159,906 $19.7M
Franklin Resources Inc. 0.01% Reduce -0.8% 157,129 $19.4M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -10.5% 146,294 $18.0M
AlTi Global, Inc. 0.49% Reduce -2.0% 143,725 $17.7M
Cerity Partners LLC 0.04% Reduce -9.0% 138,323 $17.0M
Capital Investment Advisors, LLC 0.39% Reduce -7.5% 135,471 $16.7M
Arcus Capital Partners, LLC 5.27% Add +17.1% 135,195 $16.7M
Trustmark Bank Trust Department 1.34% Reduce -3.1% 133,166 $16.4M
Kestra Advisory Services, LLC 0.11% Add +17.2% 127,813 $15.7M
National Bank of Canada 0.03% Reduce -1.1% 123,466 $15.3M
Cullen/Frost Bankers, Inc. 0.22% Reduce -7.0% 120,981 $14.9M
Avantax Advisory Services, Inc. 0.13% Add +5.6% 116,199 $14.3M
NTV Asset Management LLC 2.16% Reduce -0.7% 115,113 $14.2M
Corient Private Wealth LP 0.02% Reduce -4.9% 105,654 $13.0M
FMR LLC 0.00% Add +8.9% 105,101 $12.9M
Lee Financial Co 2.16% Reduce -7.5% 105,089 $12.9M
HRT Financial LP 0.08% New 103,075 $12.7M
IFG Advisors, LLC 3.21% Add +3.8% 100,584 $12.4M
Gunma Bank,Ltd. 6.49% Add +73.9% 100,000 $12.3M
Beacon Pointe Advisors, LLC 0.14% Reduce -5.5% 99,223 $12.2M
Bank of Hawaii 0.59% Reduce -5.7% 97,924 $12.1M
Kwmg, LLC 1.29% Add +3.1% 95,511 $11.8M
Bokf, NA 0.21% Reduce -26.0% 96,177 $11.8M
MAI Capital Management 0.12% Reduce -3.6% 94,536 $11.6M
Schwarz Dygos Wheeler Investment Advisors LLC 3.29% Add +4.4% 94,090 $11.6M
Powell Investment Advisors, LLC 6.07% Add +0.2% 93,281 $11.5M
SOA Wealth Advisors, LLC. 2.35% Reduce -1.2% 92,180 $11.4M
Equitable Holdings, Inc. 0.13% Reduce -15.7% 90,971 $11.2M
Moneta Group Investment Advisors LLC 0.18% Add +18.3% 89,806 $11.1M
Captrust Financial Advisors 0.04% Reduce -5.3% 88,326 $10.9M
North Star Investment Management Corp. 0.77% Add +2.5% 87,346 $10.8M
Steward Partners Investment Advisory, LLC 0.12% Add +4.2% 86,530 $10.7M
Citadel Advisors 0.01% Add +304.3% 85,345 $10.5M
GW Henssler & Associates Ltd. 0.61% Add +16.9% 84,786 $10.4M
Round Rock Advisors LLC 2.44% Add +2.3% 82,592 $10.2M
Trilogy Capital Inc. 0.57% Reduce -10.9% 80,327 $9.9M
Asset Advisors Investment Management, LLC 1.10% Reduce -2.9% 79,893 $9.8M
JGP Wealth Management, LLC 1.37% New 76,809 $9.5M
Prime Capital Investment Advisors, LLC 0.13% Reduce -3.6% 76,050 $9.4M
Linscomb Wealth, Inc. 0.48% Reduce -4.2% 75,845 $9.3M
Verus Financial Partners, Inc. 1.08% Reduce -4.2% 74,791 $9.2M
Fifth Third Wealth Advisors LLC 1.40% Add +728.9% 73,108 $9.0M
Pathstone Holdings, LLC 0.04% Reduce -8.5% 72,990 $9.0M
NewEdge Advisors, LLC 0.08% Reduce -2.0% 71,716 $8.8M
Wedbush Securities Inc. 0.32% Reduce -0.1% 70,271 $8.7M
White Lighthouse Investment Management Inc. 1.73% Reduce -0.4% 69,256 $8.5M
Pinnacle Financial Partners Inc 0.18% Reduce -6.5% 68,498 $8.4M
Lido Advisors, LLC 0.08% Reduce -3.3% 68,110 $8.4M
Advisory Services Network, LLC 0.18% Reduce -0.5% 67,416 $8.3M
Wealthspire Advisors, LLC 0.11% Reduce -2.9% 66,661 $8.2M
Sterling Investment Advisors, Ltd. 2.31% Reduce -1.0% 66,661 $8.2M
Dumont & Blake Investment Advisors LLC 2.36% Reduce -1.2% 66,529 $8.2M
Mutual Advisors, LLC 0.26% Add +8.4% 66,419 $8.2M
Old National Bancorp 0.19% Reduce -1.7% 66,136 $8.1M
DAVENPORT & Co LLC 0.05% Add +0.9% 65,380 $8.1M
Squarepoint Ops LLC 0.03% Add +31.6% 65,091 $8.0M
Balentine LLC 0.24% Add +20.4% 64,847 $8.0M
Beaumont Financial Advisors, LLC 0.66% Reduce -0.5% 64,840 $8.0M
Integrated Wealth Concepts LLC 0.11% Add +3.5% 63,622 $7.8M
Miller Howard Investments Inc. 0.25% Reduce -84.4% 62,990 $7.8M
&partners 1.04% Add +83.0% 61,741 $7.6M
Raymond James Trust N.A. 0.18% Reduce -1.8% 60,066 $7.4M
Amarillo National Bank 1.36% Reduce -7.0% 59,120 $7.3M
Edgewood Management LLC 0.02% No change 58,543 $7.2M
Cresset Asset Management, LLC 0.03% Add +21.6% 58,152 $7.2M
Atria Wealth Solutions, Inc. 0.08% Reduce -2.9% 57,516 $7.1M
Pinnacle Financial Group, LLC / IL 3.07% Add +6.1% 56,786 $7.0M
HB Wealth Management, LLC 0.09% Reduce -2.5% 55,959 $6.9M
Omega Financial Group, LLC 2.74% Reduce -1.1% 54,285 $6.7M
Wealth Management Associates, Inc. 3.11% Add +0.4% 54,850 $6.6M
CIBC Private Wealth Group LLC 0.01% Add +29.6% 54,043 $6.6M
Citizens Financial Group Inc. 0.22% Reduce -12.0% 53,508 $6.6M
KCM Investment Advisors LLC 0.24% Reduce -0.8% 52,365 $6.5M
First United Bank & Trust 2.36% Reduce -0.3% 51,840 $6.4M
BNP Paribas Financial Markets 0.01% Add +607.0% 50,208 $6.2M
Smithfield Trust Co 0.33% Reduce -1.6% 49,983 $6.2M
Tower Research Capital LLC (TRC) 0.15% Add +5143.9% 49,922 $6.1M
Carret Asset Management, LLC 0.72% Reduce -0.1% 49,838 $6.1M
Highland Capital Management, LLC 0.35% Reduce -1.4% 49,327 $6.1M
Cornerstone Advisors Asset Management, LLC 2.09% Add +0.0% 48,202 $5.9M
Mechanics Bank Trust Department 0.82% Reduce -5.3% 45,599 $5.6M
Rathbones Group PLC 0.03% Add +0.8% 45,283 $5.6M
Sard Wealth Management Group, LLC 5.00% Reduce -1.4% 44,892 $5.5M
Sequoia Financial Advisors, LLC 0.07% Add +2.4% 44,474 $5.5M
SPC Financial, Inc. 0.51% Add +0.2% 44,394 $5.5M
Florin Court Capital LLP 4.70% Add +76.8% 44,200 $5.4M
New England Asset Management Inc. 0.88% No change 44,150 $5.4M
Fermata Advisors, LLC 1.15% Add +23.1% 41,311 $5.1M
Summit Financial Group, Inc. 1.80% Add +0.7% 41,101 $5.1M
Glenview Trust Co 0.11% Add +3.9% 40,897 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +88.5% 40,431 $5.0M
Brown Advisory Inc. 0.01% Reduce -4.2% 40,398 $5.0M
Callan Family Office, LLC 1.16% Reduce -4.5% 40,154 $4.9M
TD Private Client Wealth LLC 0.16% Add +4.5% 40,007 $4.9M
Retirement Planning Group, LLC 0.38% Reduce -0.2% 40,004 $4.9M
United Capital Financial Advisors, LLC 0.04% Add +7.2% 39,758 $4.9M
Jackson, Grant Investment Advisers, Inc. 2.01% Reduce -2.4% 39,731 $4.9M
Ferguson Wellman Capital Management, Inc. 0.10% Reduce -8.6% 38,996 $4.8M
Stelac Advisory Services LLC 2.25% Reduce -7.6% 38,913 $4.8M
Ironwood Financial, llc 1.10% Reduce -1.1% 38,742 $4.8M
Eagle Bay Advisors LLC 3.01% New 38,710 $4.8M
IFG Advisory, LLC 0.35% Reduce -0.4% 38,577 $4.8M
LMG Wealth Partners, LLC 1.19% Add +0.4% 38,421 $4.7M
Oppenheimer & Co. Inc. 0.08% Add +0.2% 37,864 $4.7M
Nikulski Financial, Inc. 1.54% Add +11.2% 37,802 $4.7M
Landaas & Co. /Wi 1.50% Add +0.6% 37,502 $4.6M
Mendel Capital Management LLC 3.03% Add +0.6% 37,215 $4.6M
Integrated Advisors Network LLC 0.23% Reduce -3.8% 37,057 $4.6M
Cornerstone Management, Inc. 1.01% Reduce -2.3% 37,043 $4.6M
FOCUS Wealth Advisors, LLC 2.44% Add +17.8% 37,017 $4.6M
Orion Porfolio Solutions, LLC 0.05% Reduce -49.7% 36,889 $4.5M
Orion Portfolio Solutions, LLC 0.05% Reduce -49.7% 36,889 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -54.2% 36,600 $4.5M
Joseph P. Lucia & Associates, LLC 2.42% Reduce -4.6% 36,603 $4.5M
J.W. Cole Advisors, Inc. 0.22% Add +14.1% 35,242 $4.3M
Raab & Moskowitz Asset Management LLC 1.20% Add +35.8% 34,824 $4.3M
MV Capital Management, Inc. 0.48% Reduce -1.4% 34,192 $4.2M
LGL Partners, LLC 0.70% Add +0.8% 34,092 $4.2M
One Wealth Advisors, LLC 0.73% Reduce -6.3% 34,071 $4.2M
Cwm, LLC 0.02% Add +2.2% 33,702 $4.2M
MML Investors Services, LLC 0.02% Reduce -10.7% 33,145 $4.1M
Albion Financial Group 0.31% No change 33,000 $4.1M
First Citizens Bank & Trust Co. 0.08% Add +239.7% 32,921 $4.1M
Pinnacle Associates Ltd. 0.06% Reduce -1.5% 32,823 $4.0M
Klingman & Associates, LLC 0.29% No change 32,672 $4.0M
Shulman DeMeo Asset Management LLC 1.06% Reduce -1.6% 32,435 $4.0M
Murphy, Middleton, Hinkle & Parker, Inc. 2.27% Add +0.8% 31,696 $3.9M
Arax Advisory Partners 0.41% Reduce -5.5% 31,671 $3.9M
Millennium Capital Advisors, LLC 2.75% Add +0.0% 31,621 $3.9M
Vanguard Group Inc. 0.00% Add +0.4% 31,581 $3.9M
Granite FO LLC 2.28% Reduce -6.0% 29,337 $3.9M
Graves Light Lenhart Wealth, Inc. 0.45% Reduce -0.7% 31,496 $3.9M
SVB Wealth LLC 0.09% Reduce -6.2% 31,367 $3.9M
Debussy Capital Management LP 1.12% Reduce -3.4% 30,823 $3.8M
Keybank National Association 0.02% Add +2.8% 31,087 $3.8M
Keebeck Wealth Management 0.56% Add +7.2% 31,027 $3.8M
Mine & Arao Wealth Creation & Management, LLC. 1.88% Add +0.4% 30,911 $3.8M
Thrivent Financial for Lutherans 0.01% Add +3.5% 30,872 $3.8M
GoalVest Advisory LLC 1.25% Add +12.5% 30,388 $3.7M
Sonata Capital Group Inc. 1.70% Reduce -8.8% 30,290 $3.7M
Two Sigma Investments, LP 0.01% Reduce -37.5% 30,009 $3.7M
Sigma Planning Corp 0.12% Add +105.5% 29,848 $3.7M
Prospera Financial Services Inc 0.11% Reduce -9.6% 29,702 $3.7M
Wealth Quarterback LLC 2.04% Add +14.0% 29,673 $3.7M
FAS Wealth Partners, Inc. 0.32% Reduce -1.7% 29,610 $3.6M
Argent Advisors, Inc. 1.44% Add +28.2% 29,600 $3.6M
HBK Sorce Advisory LLC 0.13% Reduce -3.4% 29,195 $3.6M
Johnson Investment Counsel Inc. 0.04% Reduce -1.2% 28,711 $3.5M
Geneos Wealth Management Inc. 0.16% Reduce -5.4% 28,602 $3.5M
Flaharty Asset Management, LLC 0.52% Reduce -1.3% 28,499 $3.5M
Hancock Whitney Corp. 0.12% Add +1.3% 27,990 $3.4M
Clearstead Advisors, LLC 0.17% Reduce -21.3% 27,716 $3.4M
Traynor Capital Management, Inc. 0.32% Reduce -11.5% 27,565 $3.4M
First Commonwealth Financial Corp 0.90% Reduce -1.3% 27,430 $3.4M
Alliancebernstein L.P. 0.00% Reduce -0.8% 27,066 $3.3M
Allworth Financial LP 0.02% Reduce -6.2% 26,911 $3.3M
Fifth Third Securities, Inc. 0.32% Reduce -22.7% 26,645 $3.3M
Stonebridge Capital Advisors LLC 0.29% Reduce -31.5% 26,349 $3.2M
D.A. Davidson & Co. 0.03% Reduce -3.0% 26,170 $3.2M
Ieq Capital, LLC 0.05% Add +13.3% 25,990 $3.2M
Composition Wealth, LLC 0.08% Reduce -2.1% 25,957 $3.2M
Narwhal Capital Management 0.31% Add +0.6% 25,903 $3.2M
Robertson Stephens Wealth Management, LLC 0.17% Add +4.4% 25,659 $3.2M
Tradition Wealth Management, LLC 0.32% Reduce -41.3% 25,605 $3.2M
Principle Wealth Partners LLC 0.24% Add +12.9% 25,208 $3.1M
Argent Trust Co 0.14% Add +5.8% 25,188 $3.1M
Guidance Point Advisors, LLC 1.05% Reduce -1.3% 25,025 $3.1M
JFS Wealth Advisors, LLC 0.24% Reduce -1.9% 25,001 $3.1M
Barclays PLC 0.00% New 24,950 $3.1M
Allen Investment Management, LLC 0.04% Reduce -0.0% 24,678 $3.0M
International Assets Investment Management, LLC 0.32% Add +20.2% 24,686 $3.0M
Smith Shellnut Wilson LLC 1.60% Reduce -2.0% 24,431 $3.0M
Bensler, LLC 0.43% Reduce -10.0% 24,173 $3.0M
Caerus Investment Advisors, LLC 2.86% No change 24,048 $3.0M
Platte River Wealth Advisors, LLC 0.84% Reduce -13.4% 23,862 $2.9M
Haverford Trust Co 0.03% Add +2.9% 23,741 $2.9M
High Net Worth Advisory Group LLC 0.92% Add +3.6% 23,627 $2.9M
City Holding Co. 0.44% Reduce -5.2% 23,556 $2.9M
Kapstone Financial Advisors LLC 1.95% Reduce -1.3% 23,278 $2.9M
Simon Quick Advisors, LLC 0.21% No change 23,208 $2.9M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.1% 23,081 $2.8M
Western Wealth Management, LLC 0.22% Reduce -1.1% 23,066 $2.8M
Mill Creek Capital Advisors, LLC 0.08% Add +0.6% 22,886 $2.8M
Joel Isaacson & Co., LLC 0.15% Reduce -2.8% 22,822 $2.8M
Essex Financial Services, Inc. 0.26% Reduce -6.2% 22,771 $2.8M
Howland Capital Management LLC 0.14% Reduce -2.1% 22,727 $2.8M
Ameritas Advisory Services, LLC 0.12% Add +19.2% 23,084 $2.8M
Flagstar Securities, Inc. 0.78% Add +1.8% 22,716 $2.8M
Scotia Capital Inc. 0.02% Add +2.0% 22,708 $2.8M
Cypress Wealth Services, LLC 0.65% Add +3.0% 22,676 $2.8M
Simplicity Wealth,LLC 0.07% New 22,643 $2.8M
Qube Research & Technologies Ltd 0.01% Reduce -13.9% 22,636 $2.8M
Summit Trail Advisors, LLC 0.07% Add +0.2% 22,403 $2.8M
Fulton Bank, N.A. 0.11% Reduce -0.0% 22,359 $2.8M
Global Trust Asset Management, LLC 1.13% Reduce -5.3% 22,318 $2.7M
First American Trust, FSB 0.29% Reduce -51.9% 22,239 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.81% Reduce -5.1% 22,106 $2.7M
Sageworth Trust Co 0.17% Reduce -14.5% 22,026 $2.7M
Arlington Trust Co LLC 0.70% No change 21,971 $2.7M
Snowden Capital Advisors LLC 0.09% Add +253.0% 21,893 $2.7M
Thoroughbred Financial Services, LLC 0.26% Reduce -24.8% 21,860 $2.7M
Wealthcare Advisory Partners LLC 0.09% Add +18.5% 21,761 $2.7M
My Personal CFO, LLC 1.53% Add +0.1% 21,616 $2.7M
Hazlett, Burt & Watson, Inc. 1.59% Reduce -1.0% 21,540 $2.7M
TD Waterhouse Canada Inc. 0.02% Add +1.4% 17,099 $2.6M
Stratos Wealth Partners, LTD. 0.04% Reduce -3.7% 21,131 $2.6M
Wolff Wiese Magana LLC 2.22% Add +0.7% 20,954 $2.6M
Mission Wealth Management, LP 0.07% Reduce -0.7% 20,714 $2.6M
Sowell Financial Services LLC 0.12% Reduce -49.0% 20,703 $2.5M
Eagle Strategies LLC 0.56% Add +72.0% 20,545 $2.5M
IMS Capital Management 1.17% Reduce -2.4% 20,404 $2.5M
Csenge Advisory Group 0.14% Add +1.4% 20,241 $2.5M
Plancorp, LLC 0.11% No change 20,151 $2.5M
Capital Analysts, LLC 0.12% Reduce -22.3% 20,150 $2.5M
Monetary Management Group Inc. 0.69% Add +2.6% 20,000 $2.5M
Operose Advisors LLC 0.83% Add +2.4% 19,984 $2.5M
Capital Advisory Group Advisory Services, LLC 1.15% Add +0.5% 19,634 $2.4M
Banco de Sabadell, S.A 1.80% Reduce -2.4% 19,639 $2.4M
Valeo Financial Advisors, LLC 0.09% Add +0.2% 19,879 $2.4M
Financial Counselors Inc. 0.04% Add +10.5% 19,348 $2.4M
Yeomans Consulting Group, Inc. 1.04% Add +1.5% 19,307 $2.4M
Zhang Financial LLC 0.18% No change 19,217 $2.4M
Oxbow Advisors, LLC 0.34% Reduce -0.1% 19,207 $2.4M
Private Portfolio Partners LLC 0.49% Reduce -0.4% 19,105 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -0.1% 18,762 $2.3M
Concourse Financial Group Securities, Inc. 0.15% Reduce -9.4% 18,405 $2.3M
Fiducient Advisors LLC 0.45% No change 18,385 $2.3M
Bouvel Investment Partners, LLC 0.98% Reduce -3.5% 18,375 $2.3M
FineMark National Bank & Trust 0.08% Reduce -2.3% 18,355 $2.3M
Hartline Investment Corp./ 0.39% New 18,077 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.39% Reduce -1.2% 18,077 $2.2M
Gryphon Financial Partners LLC 0.38% Reduce -7.0% 17,992 $2.2M
Mascoma Wealth Management LLC 0.62% Reduce -34.3% 17,803 $2.2M
Deutsche Bank AG 0.00% Reduce -59.3% 17,758 $2.2M
Hilltop Holdings Inc. 0.24% Add +20.7% 17,680 $2.2M
Weinberger Asset Management, Inc 1.05% Reduce -0.4% 17,661 $2.2M
Nwam LLC 0.17% Reduce -27.3% 17,611 $2.2M
Curi Capital, LLC 0.05% Add +244.0% 17,523 $2.2M
Federation des caisses Desjardins du Quebec 0.02% Reduce -3.8% 17,453 $2.1M
Taylor Financial Group, Inc. 1.63% Add +3.6% 17,415 $2.1M
B. Riley Wealth Advisors, Inc. 0.06% Add +14.6% 19,632 $2.1M
Aberdeen Wealth Management LLC 1.24% No change 17,278 $2.1M
Principal Securities, Inc. 0.07% Add +24.5% 17,252 $2.1M
Mosaic Family Wealth Partners, LLC 0.35% Add +2.3% 17,220 $2.1M
Independent Financial Group, LLC 0.10% Reduce -21.7% 17,039 $2.1M
CMG Global Holdings, LLC 1.44% Add +3.3% 17,004 $2.1M
Park National Corp. 0.08% No change 16,915 $2.1M
Performa Ltd (US), LLC 0.92% No change 16,899 $2.1M
Darden Wealth Group Inc 1.63% Reduce -3.9% 16,849 $2.1M
Crescent Grove Advisors, LLC 0.22% Add +1.2% 16,751 $2.1M
Jmac Enterprises LLC 0.38% Add +3.0% 16,702 $2.1M
Osborne Partners Capital Management, LLC 0.13% Reduce -12.7% 16,474 $2.0M
Stephens Inc. 0.03% Add +7.8% 16,402 $2.0M
Crossmark Global Holdings, Inc. 0.04% Reduce -1.6% 16,397 $2.0M
Cypress Capital Group 0.24% Add +8.2% 16,376 $2.0M
Peregrine Asset Advisers, Inc. 0.80% Reduce -0.9% 16,351 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -14.2% 16,300 $2.0M
Tempus Wealth Planning, LLC 0.88% Add +58.4% 16,291 $2.0M
Evanson Asset Management, LLC 0.15% Add +0.0% 16,279 $2.0M
Asset Management Group, Inc. 0.30% Add +0.8% 16,044 $2.0M
Cascade Financial Partners, LLC 0.28% — 16,799 $2.0M
Flagship Harbor Advisors, LLC 0.13% Add +4.4% 16,005 $2.0M
Franklin Street Advisors Inc. 0.15% No change 16,000 $2.0M
Fernwood Investment Management, LLC 0.57% Reduce -1.7% 15,820 $1.9M
Mayflower Financial Advisors, LLC 0.32% Add +0.0% 15,762 $1.9M
Kaydan Wealth Management, Inc. 0.66% Reduce -0.4% 15,751 $1.9M
Peoples Bank 1.51% Reduce -4.2% 15,721 $1.9M
Transcend Capital Advisors, LLC 0.15% Add +0.0% 15,683 $1.9M
New South Capital Management Inc. 0.08% No change 15,680 $1.9M
Sunbelt Securities, Inc. 0.22% Reduce -3.6% 15,672 $1.9M
Capital Fund Management S.A. 0.02% Add +27.8% 15,654 $1.9M
Union Savings Bank 1.00% Reduce -9.7% 15,553 $1.9M
Wesbanco Bank Inc. 0.07% Reduce -3.4% 15,549 $1.9M
Salem Investment Counselors Inc. 0.06% Add +0.7% 15,453 $1.9M
Parallel Advisors, LLC 0.05% Reduce -9.5% 15,297 $1.9M
Focus Partners Advisor Solutions, LLC 0.05% Add +118.2% 15,259 $1.9M
Magnus Financial Group LLC 0.22% Add +0.7% 15,255 $1.9M
Fulton Breakefield Broenniman LLC 0.14% Reduce -7.4% 15,238 $1.9M
WASHINGTON TRUST Co 0.07% Add +5.3% 15,062 $1.9M
Townsend Asset Management Corp. /NC/ 0.74% Reduce -0.5% 15,035 $1.9M
Investment Advisory Group, LLC 0.77% Reduce -0.8% 15,020 $1.9M
First Horizon Advisors, Inc. 0.06% Reduce -3.9% 15,014 $1.8M
Manchester Capital Management LLC 0.23% Add +17529.4% 14,985 $1.8M
Pinion Investment Advisors, LLC 0.94% Add +27.0% 14,773 $1.8M
Regions Financial Corp. 0.01% Add +6.0% 14,697 $1.8M
Evercore Wealth Management, LLC 0.03% Reduce -7.2% 14,488 $1.8M
WealthBridge Capital Management, LLC 0.60% Reduce -0.3% 14,433 $1.8M
Trifecta Capital Advisors, LLC 0.43% No change 14,380 $1.8M
Cozad Asset Management Inc. 0.18% Add +2.0% 14,329 $1.8M
Smith Anglin Financial, LLC 0.18% Reduce -8.0% 14,201 $1.7M
Edge Capital Group, LLC 0.09% No change 14,129 $1.7M
IFP Advisors, Inc 0.08% Reduce -7.8% 14,126 $1.7M
Laurel Wealth Advisors LLC 0.30% No change 14,119 $1.7M
Redmont Wealth Advisors LLC 2.42% Reduce -17.7% 14,111 $1.7M
Lanark Financial, Inc. 0.16% Add +2.2% 14,097 $1.7M
NewEdge Wealth, LLC 0.04% Add +20.0% 14,339 $1.7M
Private Capital Advisors, Inc. 0.21% No change 13,975 $1.7M
Main Street Financial Solutions, LLC 0.18% Add +0.5% 13,951 $1.7M
Coldstream Capital Management Inc. 0.04% Reduce -5.0% 13,903 $1.7M
HSBC Holdings PLC 0.00% Reduce -10.1% 13,832 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.67% Reduce -3.7% 13,796 $1.7M
Summit Wealth Partners, LLC 0.36% Add +0.6% 13,746 $1.7M
Waldron Private Wealth LLC 0.08% No change 13,742 $1.7M
Venture Visionary Partners LLC 0.08% Add +5.1% 13,504 $1.7M
Ashton Thomas Private Wealth, LLC 0.10% Add +7.2% 13,466 $1.7M
Providence First Trust Co 0.71% Add +0.1% 13,328 $1.6M
Chicago Partners Investment Group LLC 0.07% Add +0.1% 13,648 $1.6M
Level Four Advisory Services, LLC 0.09% No change 13,983 $1.6M
PFG Investments, LLC 0.10% Add +15.4% 13,295 $1.6M
Patriot Investment Management Group, Inc. 0.13% No change 13,276 $1.6M
Richwood Investment Advisors, LLC 1.45% Reduce -0.6% 13,241 $1.6M
Gladstone Institutional Advisory LLC 0.09% Add +3.1% 13,178 $1.6M
BBR Partners, LLC 0.13% Add +455.7% 13,136 $1.6M
NCM Capital Management, LLC 0.91% Add +0.7% 13,118 $1.6M
Regal Investment Advisors LLC 0.11% Reduce -8.9% 12,781 $1.6M
Financial Advocates Investment Management 0.09% Reduce -26.3% 12,740 $1.6M
Legacy Private Trust Co. 0.11% No change 12,719 $1.6M
Adero Partners, LLC 0.12% No change 12,630 $1.6M
Fidelis Capital Partners, LLC 0.24% Add +15.9% 12,620 $1.6M
Simmons Bank 0.12% Reduce -4.8% 12,617 $1.6M
Atlas Private Wealth Management, LLC 0.65% Reduce -26.8% 12,611 $1.6M
Mission Creek Capital Partners, Inc. 0.40% Reduce -0.7% 12,357 $1.5M
Precedent Wealth Partners, LLC 0.65% Reduce -12.6% 12,338 $1.5M
Brighton Jones LLC 0.05% Add +6.9% 12,281 $1.5M
BOK Financial Private Wealth, Inc. 0.11% Reduce -4.1% 12,227 $1.5M
Keel Point, LLC 0.16% Add +115.2% 12,214 $1.5M
Carnegie Investment Counsel 0.05% Reduce -6.6% 12,175 $1.5M
Pinnacle Bancorp, Inc. 0.44% Reduce -1.5% 12,124 $1.5M
High Falls Advisors, Inc 0.37% Reduce -1.4% 12,052 $1.5M
Evoke Wealth, LLC 0.04% New 11,993 $1.5M
Syntegra Private Wealth Group, LLC 0.19% Reduce -5.3% 11,983 $1.5M
Mma Asset Management LLC 0.69% Reduce -42.1% 12,005 $1.5M
Stock Yards Bank & Trust Co. 0.05% Add +1.5% 11,895 $1.5M
Farmers National Bank 0.43% Add +17.3% 11,838 $1.5M
Vertex Planning Partners, LLC 0.40% Add +0.0% 11,693 $1.4M
Sterling Financial Group, Inc. 0.68% No change 11,675 $1.4M
Eldridge Investment Advisors, Inc. 0.37% Add +0.4% 11,638 $1.4M
Aptus Capital Advisors, LLC 0.03% Add +1736.0% 11,512 $1.4M
Cadence Bank 0.10% Reduce -4.8% 11,384 $1.4M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -21.3% 11,366 $1.4M
Glen Eagle Advisors, LLC 0.27% Reduce -2.3% 11,353 $1.4M
WBH Advisory Inc. 0.14% Add +0.1% 11,330 $1.4M
Caldwell Trust Co 0.16% Reduce -7.5% 11,307 $1.4M
Kingswood Wealth Advisors, LLC 0.16% Add +1.3% 11,295 $1.4M
Pallas Capital Advisors LLC 0.06% Add +8.7% 11,235 $1.4M
Fox Hill Wealth Management 0.92% New 11,111 $1.4M
Unionview, LLC 1.13% Reduce -9.7% 11,084 $1.4M
Keeley-Teton Advisors, LLC 0.17% Add +1.8% 11,078 $1.4M
Whittier Trust Co. 0.02% Reduce -18.6% 11,034 $1.4M
Watts Gwilliam & Co., LLC 0.42% — 10,861 $1.4M
Berkshire Asset Management LLC 0.07% Add +28.7% 11,000 $1.4M
Waverly Advisors, LLC 0.03% Add +526.8% 10,956 $1.3M
Tompkins Financial Corp. 0.15% Reduce -1.1% 10,918 $1.3M
JMG Financial Group, Ltd. 0.05% Reduce -0.2% 10,725 $1.3M
Asset Dedication, LLC 0.10% Add +0.5% 10,689 $1.3M
CoreCap Advisors, LLC 0.07% Reduce -28.3% 10,682 $1.3M
Harbor Investment Advisory, LLC 0.14% Reduce -2.7% 10,665 $1.3M
Cary Street Partners Investment Advisory LLC 0.06% Reduce -13.7% 10,648 $1.3M
Invenio Wealth Partners LLC 0.71% Reduce -18.3% 10,634 $1.3M
Sound View Wealth Advisors Group, LLC 0.14% Add +38.2% 10,613 $1.3M
Belpointe Asset Management LLC 0.10% Reduce -0.9% 10,589 $1.3M
TCI Wealth Advisors, Inc. 0.13% Reduce -5.3% 10,570 $1.3M
Blodgett Wealth Advisors, LLC 1.18% Reduce -5.4% 10,565 $1.3M
Tyche Wealth Partners LLC 0.32% Reduce -10.6% 10,562 $1.3M
Sugarloaf Wealth Management, LLC 0.27% Add +0.0% 10,511 $1.3M
Romano Brothers and Company 0.18% No change 10,453 $1.3M
Verdence Capital Advisors LLC 0.12% Reduce -8.0% 10,416 $1.3M
First National Trust Co 0.05% Reduce -3.0% 10,387 $1.3M
XML Financial, LLC 0.13% Add +0.1% 10,382 $1.3M
Journey Advisory Group, LLC 0.16% No change 10,338 $1.3M
Welch & Forbes LLC 0.02% Reduce -23.4% 10,302 $1.3M
Embree Financial Group 0.25% Reduce -6.5% 10,301 $1.3M
Asset Allocation & Management Company, LLC 0.83% No change 10,273 $1.3M
Quantinno Capital Management LP 0.03% Add +10.8% 10,262 $1.3M
Atlas Private Wealth Advisors 0.42% Reduce -50.1% 10,245 $1.3M
GTS Securities LLC 0.03% New 10,201 $1.3M
EP Wealth Advisors, LLC 0.01% Reduce -2.0% 10,100 $1.2M
Guardian Wealth Advisors, LLC / NC 0.15% Add +4945.5% 10,091 $1.2M
Citigroup Inc. 0.00% Reduce -44.8% 10,091 $1.2M
waypoint wealth counsel 0.95% Reduce -0.1% 10,046 $1.2M
Atria Investments, Inc 0.02% Reduce -54.5% 10,002 $1.2M
Edge Wealth Management LLC 0.26% No change 9,973 $1.2M
Performance Wealth Partners, LLC 0.05% Reduce -3.8% 9,942 $1.2M
Old North State Trust, LLC 1.03% — 9,939 $1.2M
David J Yvars Group 0.82% Add +13.1% 9,941 $1.2M
Kohmann Bosshard Financial Services, LLC 0.17% No change 9,844 $1.2M
CreativeOne Wealth, LLC 0.05% Add +280.5% 9,828 $1.2M
Rehmann Capital Advisory Group 0.09% Add +0.1% 9,824 $1.2M
Smith, Moore & Co. 0.13% Add +8.2% 9,780 $1.2M
Arrowroot Family Office, LLC 0.77% Reduce -36.3% 9,776 $1.2M
Trust Point Inc. 0.09% No change 9,775 $1.2M
Tiaa Trust, National Association 0.00% Add +0.5% 9,772 $1.2M
Rwa Wealth Partners, LLC 0.02% Reduce -1.7% 9,745 $1.2M
Abbrea Capital, LLC 0.16% No change 9,673 $1.2M
Lincoln National Corp. 0.02% Reduce -19.1% 9,645 $1.2M
Capital Advisors, Ltd. LLC 0.15% Reduce -9.4% 9,611 $1.2M
Marietta Investment Partners LLC 0.26% Reduce -0.7% 9,600 $1.2M
Wealthfront Advisers LLC 0.00% Add +20.1% 9,574 $1.2M
River Wealth Advisors LLC 0.17% Reduce -4.2% 9,573 $1.2M
Virtue Capital Management, LLC 0.21% New 9,921 $1.2M
NorthRock Partners, LLC 0.05% Reduce -2.0% 9,533 $1.2M
Investors Research Corp 0.27% Reduce -1.1% 9,527 $1.2M
Occidental Asset Management, LLC 0.22% No change 9,395 $1.2M
Logan Stone Capital, LLC 0.25% New 9,393 $1.2M
Intrust Bank NA 0.12% No change 9,384 $1.2M
PFG Advisors 0.08% Reduce -11.8% 9,366 $1.2M
Dakota Wealth Management 0.03% Add +25.1% 9,351 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.73% Reduce -1.8% 9,348 $1.2M
Sax Wealth Advisors, LLC 0.13% Reduce -3.5% 9,341 $1.2M
Citizens National Bank Trust Department 0.27% Reduce -4.1% 9,301 $1.1M
Strait & Sound Wealth Management LLC 0.64% Add +9.2% 9,581 $1.1M
MKT Advisors LLC 0.62% Reduce -2.4% 9,539 $1.1M
Steel Grove Capital Advisors, LLC 0.15% Reduce -28.0% 9,228 $1.1M
Focus Financial Network, Inc. 0.06% — 9,721 $1.1M
Independence Bank of Kentucky 0.34% Reduce -8.1% 9,205 $1.1M
First Citizens Financial Corp 0.67% Reduce -0.5% 9,182 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -2.7% 9,162 $1.1M
Choreo, LLC 0.03% Reduce -24.2% 9,097 $1.1M
AE Wealth Management LLC 0.01% Reduce -81.3% 9,081 $1.1M
Wolff Financial Management LLC 0.33% Reduce -13.4% 9,075 $1.1M
Savant Capital, LLC 0.01% Reduce -8.3% 9,070 $1.1M
Imprint Wealth LLC 0.27% New 9,106 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -8.2% 9,028 $1.1M
SignalPoint Asset Management, LLC 0.31% Reduce -4.0% 9,022 $1.1M
Kingsview Wealth Management, LLC 0.03% Reduce -1.3% 8,985 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.4% 8,980 $1.1M
Rockbridge Investment Management, LCC 0.16% No change 8,969 $1.1M
OneDigital Investment Advisors LLC 0.02% Reduce -17.9% 8,968 $1.1M
Sculati Wealth Management, LLC 0.47% No change 8,893 $1.1M
Fort Washington Investment Advisors Inc. 0.01% Reduce -2.6% 8,891 $1.1M
Continuum Advisory, LLC 0.16% Add +2.1% 8,771 $1.1M
Cornerstone Wealth Group, LLC 0.10% New 8,783 $1.1M
Webster Bank, N. A. 0.12% Add +11.1% 8,733 $1.1M
Viewpoint Capital Management LLC 0.68% Reduce -5.9% 8,643 $1.1M
Kestra Private Wealth Services, LLC 0.02% Reduce -5.8% 8,602 $1.1M
Retirement Planning Co of New England, Inc. 0.58% Reduce -0.1% 8,580 $1.1M
First Nebraska Trust Co 0.11% Reduce -2.1% 8,575 $1.1M
NorthCoast Asset Management LLC 0.01% Add +118.0% 8,524 $1.0M
Paulson Wealth Management Inc. 0.31% Reduce -7.7% 8,524 $1.0M
ARS Investment Partners, LLC 0.10% No change 8,511 $1.0M
QRG Capital Management, Inc. 0.01% Add +212.7% 8,505 $1.0M
Regent Peak Wealth Advisors LLC 0.27% No change 8,497 $1.0M
Meridian Wealth Management, LLC 0.17% Reduce -5.0% 8,465 $1.0M
Freestone Capital Holdings, LLC 0.04% Reduce -0.6% 8,453 $1.0M
MSH Capital Advisors LLC 0.37% Add +32.5% 8,438 $1.0M
Park Place Capital Corp 0.37% Reduce -0.1% 8,389 $1.0M
Islay Capital Management, LLC 0.77% Add +0.5% 8,306 $1.0M
Chatham Capital Group, Inc. 0.19% No change 8,298 $1.0M
Signet Financial Management, LLC 0.14% Reduce -28.3% 8,293 $1.0M
Country Club Bank 0.07% Add +7.0% 8,181 $1.0M
Keudell/Morrison Wealth Management 0.30% No change 8,155 $1.0M
Archer Investment Corp 0.30% No change 8,068 $994K
Planned Solutions, Inc. 0.49% Reduce -5.9% 8,059 $993K
Lindbrook Capital, LLC 0.09% No change 8,030 $989K
Apollon Financial, LLC 0.34% No change 8,003 $986K
Two Sigma Advisers, LP 0.00% New 8,000 $985K
Associated Banc-Corp 0.03% No change 7,991 $984K
Private Trust Co. NA 0.11% Reduce -3.4% 7,933 $977K
Foundations Investment Advisors, LLC 0.03% Add +0.2% 7,905 $974K
Sumitomo Mitsui Financial Group, Inc. 0.03% Reduce -6.6% 7,889 $972K
O'ROURKE & COMPANY, Inc 0.56% Add +6.1% 7,861 $968K
CRA Financial Services, LLC 0.21% Add +5.3% 7,835 $965K
Dodds Wealth, LLC 0.39% Add +0.6% 7,804 $961K
Founders Financial Securities LLC 0.10% Reduce -67.1% 7,744 $954K
Security National Bank of So Dak 0.57% Reduce -3.1% 7,730 $952K
Winthrop Advisory Group LLC 0.14% Reduce -0.2% 7,724 $951K
Patten & Patten Inc. 0.07% Reduce -1.5% 7,698 $948K
Independent Wealth Network Inc. 0.44% Reduce -0.6% 7,663 $944K
Fairview Capital Investment Management, LLC 0.05% No change 7,569 $932K
Ledyard National Bank 0.09% Reduce -7.0% 7,555 $931K
Bartlett & Co. Wealth Management LLC 0.01% No change 7,548 $930K
Gould Asset Management LLC 0.22% Reduce -4.3% 7,493 $923K
Sheets Smith Wealth Management 0.10% Reduce -6.2% 7,418 $914K
Axxcess Wealth Management, LLC 0.03% Add +1.5% 7,390 $910K
Bar Harbor Wealth Management 0.06% No change 7,387 $910K
Wellspring Financial Advisors, LLC 0.14% Reduce -19.6% 7,386 $910K
World Investment Advisors 0.13% Reduce -32.1% 6,234 $903K
Wintrust Investments LLC 0.08% Add +5.3% 7,321 $902K
Leo Wealth, LLC 0.09% Reduce -1.7% 7,267 $895K
Capital Asset Advisory Services LLC 0.05% Add +1.5% 7,390 $894K
CBIZ Investment Advisory Services, LLC 0.06% Add +2.1% 7,245 $892K
Beacon Financial Advisory LLC 0.43% Reduce -11.0% 7,243 $892K
Catalyst Financial Partners LLC 0.23% No change 7,645 $889K
Titleist Asset Management, LLC 0.15% Add +2.1% 7,147 $880K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.1% 7,119 $877K
Dynamic Advisor Solutions LLC 0.03% Add +12.6% 7,106 $875K
JTC Employer Solutions Trustee Ltd 0.06% No change 7,122 $872K
Cordgrass Capital Advisors, LLC 0.27% Reduce -5.3% 7,059 $869K
Thomasville National Bank 0.07% Reduce -2.0% 7,047 $868K
Aprio Wealth Management, LLC 0.17% Reduce -3.9% 7,034 $866K
Resonant Capital Advisors, LLC 0.07% No change 7,000 $862K
Dupree Financial Group, LLC 0.40% Add +6.3% 6,934 $854K
Wambolt & Associates, LLC 0.26% Reduce -26.0% 6,978 $853K
Roman Butler Fullerton & Co. 0.32% Add +0.1% 7,052 $844K
Able Wealth Management LLC 0.74% Add +0.8% 6,844 $843K
Perigon Wealth Management, LLC 0.03% Add +5.6% 6,824 $840K
Lakeridge Wealth Management LLC 0.54% Reduce -33.0% 6,759 $833K
CVA Family Office, LLC 0.15% Reduce -3.6% 6,739 $830K
Walleye Trading LLC 0.01% New 6,737 $830K
Apollon Wealth Management, LLC 0.03% Reduce -0.7% 6,691 $824K
Mairs & Power Inc. 0.01% Reduce -20.4% 6,645 $819K
Cambridge Trust Co. 0.03% Reduce -14.8% 6,624 $816K
Harbour Investments, Inc. 0.03% Add +7.4% 6,623 $816K
Arkadios Wealth Advisors 0.06% Reduce -9.5% 6,596 $813K
Modera Wealth Management, LLC 0.01% Reduce -8.6% 6,562 $808K
Jupiter Wealth Management LLC 0.43% No change 6,548 $805K
Toronto Dominion Bank 0.00% No change 6,527 $804K
WealthPLAN Partners, LLC 0.08% Add +2.5% 6,492 $800K
Koshinski Asset Management, Inc. 0.08% Add +17.1% 6,471 $797K
Kades & Cheifetz LLC 0.51% Add +3.0% 6,464 $796K
W Advisors, LLC 0.54% No change 6,443 $794K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.1% 6,425 $791K
Wilbanks Smith & Thomas Asset Management LLC 0.02% No change 6,389 $787K
Aspen Grove Capital, LLC 0.22% No change 6,381 $786K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.19% Reduce -19.4% 6,362 $784K
Quadcap Wealth Management, LLC 0.18% Reduce -1.7% 6,354 $783K
Chapin Davis, Inc. 0.28% Reduce -1.8% 6,315 $778K
SageView Advisory Group, LLC 0.04% Add +294.7% 9,188 $776K
Avantax Planning Partners, Inc. 0.03% Reduce -6.8% 6,291 $775K
M. Kulyk & Associates, LLC 0.18% Add +0.0% 6,288 $775K
U.S. Capital Wealth Advisors, LLC 0.03% Add +4.8% 6,282 $774K
Juncture Wealth Strategies, LLC 0.33% Reduce -1.4% 6,263 $771K
Portland Global Advisors LLC 0.10% Reduce -4.8% 6,255 $770K
CENTRAL TRUST Co 0.02% Reduce -7.4% 6,251 $770K
Legacy Trust 0.19% Add +92.9% 6,229 $767K
Avior Wealth Management, LLC 0.04% Add +8.8% 6,215 $766K
Clark Capital Management Group, Inc. 0.01% Reduce -4.2% 6,215 $766K
Mesirow Financial Investment Management, Inc. 0.02% No change 6,210 $765K
Appleton Partners Inc. 0.06% No change 6,184 $762K
Resolute Wealth Strategies, LLC 0.46% Reduce -4.7% 6,144 $757K
Crestwood Advisors Group, LLC 0.02% Add +85.2% 6,113 $753K
WealthTrust Axiom LLC 0.24% Add +7.4% 6,112 $753K
Aspiriant, LLC 0.03% Reduce -4.9% 6,104 $752K
TruWealth Advisors, LLC 0.05% Add +6.0% 6,097 $751K
Warner Financial, Inc. 0.38% Add +1.8% 6,078 $749K
Choate Investment Advisors 0.02% Add +29.1% 6,070 $748K
Pathway Financial Advisers, LLC 0.27% Reduce -0.8% 6,053 $746K
Johnson Financial Group, Inc. 0.04% Reduce -20.9% 6,053 $746K
DT Investment Partners, LLC 0.07% No change 6,000 $739K
Centaurus Financial, Inc. 0.05% Reduce -14.2% 5,947 $733K
Monterey Private Wealth, Inc. 0.29% Reduce -1.3% 5,919 $729K
HM Payson & Co. 0.01% Reduce -0.9% 5,915 $729K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -2.5% 5,900 $727K
Lowe Brockenbrough & Co. Inc. 0.05% No change 5,884 $725K
Fagan Associates, Inc. 0.14% Add +0.1% 5,863 $722K
Greenfield Savings Bank 0.38% No change 5,813 $716K
Texas Yale Capital Corp. 0.03% No change 5,795 $714K
Fort Point Capital Partners LLC 0.10% Reduce -1.4% 5,794 $714K
Marco Investment Management LLC 0.07% No change 5,786 $713K
Park Avenue Securities LLC 0.01% Reduce -13.8% 5,771 $711K
Greenleaf Trust 0.01% Add +18.2% 5,747 $708K
Mayport, LLC 0.27% Add +0.1% 5,708 $703K
Wealth Alliance, LLC 0.09% Reduce -15.8% 5,693 $701K
United Community Bank 0.27% Reduce -7.8% 5,672 $699K
American National Bank & Trust 0.09% Add +745.2% 5,671 $699K
Guerra Pan Advisors, LLC 0.64% Reduce -3.3% 5,656 $697K
Pinnacle Family Advisors, LLC 0.37% Add +0.5% 5,619 $692K
Montecito Bank & Trust 0.14% Reduce -39.4% 5,618 $692K
Moors & Cabot, Inc. 0.04% Reduce -0.3% 5,593 $689K
Dorsey & Whitney Trust CO LLC 0.05% No change 5,580 $687K
Wealth Dimensions Group, Ltd. 0.20% No change 5,573 $686K
Alley Investment Management Company, LLC 0.09% Reduce -23.9% 5,560 $685K
Inspire Trust Co, N.A. 0.38% No change 5,554 $684K
Trust Co. of Toledo NA 0.11% No change 5,474 $674K
Pps&v Asset Management Consultants, Inc. 0.50% No change 5,457 $672K
Realta Investment Advisors 0.14% Reduce -13.6% 5,450 $671K
SouthState Bank Corp 0.05% Reduce -3.1% 5,450 $671K
Fortis Group Advisors, LLC 0.12% Reduce -6.3% 5,443 $671K
CapWealth Advisors, LLC 0.08% No change 5,432 $669K
Good Life Advisors, LLC 0.06% Add +0.8% 5,388 $664K
HUB Investment Partners, LLC 0.04% Add +22.8% 5,372 $662K
Squire Investment Management Company, LLC 0.42% Add +26.2% 5,366 $661K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -18.3% 5,359 $660K
KFG Wealth Management, LLC 0.27% Add +4.6% 5,341 $658K
Exencial Wealth Advisors, LLC 0.02% Add +4.5% 5,329 $656K
Charles Schwab Trust Co 0.06% Add +52.9% 5,318 $655K
LS Investment Advisors, LLC 0.10% Reduce -15.9% 5,307 $654K
Kanawha Capital Management LLC 0.05% Add +0.2% 5,290 $652K
Transform Wealth, LLC 0.06% Reduce -15.2% 5,290 $652K
Versant Capital Management, Inc 0.18% No change 5,249 $647K
TCP Asset Management, LLC 0.17% Add +0.1% 5,195 $640K
New England Private Wealth Advisors LLC 0.11% Reduce -21.8% 5,205 $637K
Cedar Brook Financial Partners, LLC 0.13% Add +0.2% 5,166 $636K
Northeast Financial Consultants Inc 0.03% No change 5,160 $636K
Compass Ion Advisors, LLC 0.09% Reduce -5.5% 5,156 $635K
Hurlow Wealth Management Group, Inc. 0.22% No change 5,154 $635K
Venturi Wealth Management, LLC 0.04% No change 5,084 $626K
Cornerstone Wealth Management, LLC 0.05% Add +22.6% 5,079 $626K
Evermay Wealth Management LLC 0.09% Reduce -1.0% 5,055 $623K
SpiderRock Advisors, LLC 0.02% — 5,215 $623K
Certuity, LLC 0.06% Reduce -1.1% 5,051 $622K
Spire Wealth Management 0.01% Reduce -19.9% 5,047 $622K
Jackson Hole Capital Partners, LLC 0.14% No change 5,044 $621K
Phillips Financial Management, LLC 0.05% Reduce -2.8% 5,027 $619K
WFA Asset Management Corp 0.32% Reduce -49.7% 5,011 $617K
GAMCO Investors 0.01% Reduce -4.8% 5,000 $616K
Prio Wealth Limited Partnership 0.02% Reduce -5.3% 4,975 $613K
NorthCrest Asset Manangement, LLC 0.02% Add +3.9% 4,962 $611K
Peddock Capital Advisors, LLC 0.16% Reduce -1.1% 4,951 $610K
BIP Wealth, LLC 0.04% No change 4,942 $609K
Fonville Wealth Management LLC 0.27% Add +11.8% 4,939 $608K
Hunter Associates Investment Management LLC 0.10% Reduce -4.8% 4,910 $604K
Optimum Investment Advisors 0.28% Reduce -3.9% 4,903 $604K
Warwick Investment Management, Inc. 0.14% No change 4,851 $598K
Weatherly Asset Management L. P. 0.06% No change 4,821 $594K
MGB Wealth Management, LLC 0.24% Add +12.1% 4,815 $593K
Lodestar Private Asset Management LLC 0.08% Add +0.3% 4,804 $592K
Brown Brothers Harriman & Co. 0.00% Reduce -30.1% 4,794 $591K
Bleakley Financial Group, LLC 0.02% Reduce -22.9% 4,791 $590K
BluePointe Capital Management, LLC 0.40% No change 4,760 $586K
Global Retirement Partners, LLC 0.02% Reduce -50.6% 4,719 $581K
Keystone Wealth Services, LLC 0.19% Reduce -0.8% 4,655 $573K
Total Clarity Wealth Management, Inc. 0.20% Add +2.7% 4,639 $571K
Great Valley Advisor Group, Inc. 0.02% Reduce -25.5% 4,569 $563K
Private Ocean, LLC 0.06% Reduce -18.0% 4,568 $563K
Mowery & Schoenfeld Wealth Management, LLC 1.08% No change 4,545 $560K
Cahaba Wealth Management, Inc. 0.05% Reduce -7.5% 4,540 $559K
Heartwood Wealth Advisors LLC 0.07% Reduce -21.5% 4,521 $557K
G2 Capital Management, LLC / Oh 0.18% Reduce -19.8% 4,515 $556K
Camden National Bank 0.10% Reduce -4.9% 4,505 $555K
Fusion Family Wealth, LLC 0.06% Add +0.0% 4,504 $555K
Strategies Wealth Advisors, LLC 0.08% Add +20.9% 4,457 $549K
Cassaday & Co Wealth Management LLC 0.02% No change 4,426 $545K
Grassi Investment Management 0.05% Reduce -5.2% 4,411 $543K
Summit Financial Strategies, Inc. 0.08% No change 4,392 $541K
AQR Capital Management 0.00% New 4,376 $539K
Weaver Consulting Group 0.20% Reduce -1.7% 4,347 $535K
Oxford Financial Group, LTD. LLC 0.04% No change 4,338 $534K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.9% 4,337 $534K
LexAurum Advisors, LLC 0.14% Reduce -0.4% 4,327 $533K
Jaffetilchin Investment Partners, LLC 0.05% Add +0.6% 4,319 $532K
Smith Chas P & Associates Pa Cpas 0.03% No change 4,300 $530K
Fiduciary Group, LLC 0.06% Add +24.1% 4,264 $525K
Armor Investment Advisors, LLC 0.25% Reduce -20.1% 4,263 $525K
Bessemer Group Inc. 0.00% Reduce -4.2% 4,264 $525K
Bedel Financial Consulting, Inc. 0.08% No change 4,254 $524K
Parsons Capital Management Inc. 0.04% Reduce -4.3% 4,223 $520K
First Merchants Corp. 0.04% Reduce -3.3% 4,222 $520K
Rogco, LP 0.21% No change 4,210 $519K
Concurrent Investment Advisors, LLC 0.02% Add +10.3% 4,179 $515K
Integris Wealth Management, LLC 0.14% Reduce -4.8% 4,171 $514K
Selective Wealth Management, Inc. 0.22% Add +0.5% 4,303 $514K
Strategic Wealth Partners, Ltd. 0.06% Reduce -0.9% 4,153 $512K
Arthur M. Cohen & Associates, LLC 0.11% Add +0.5% 4,146 $511K
Ballew Advisors, Inc 0.35% Reduce -5.5% 4,264 $509K
First Manhattan Co. Llc. 0.00% Reduce -10.3% 4,100 $505K
Nicolet Bankshares Inc. 0.10% No change 4,077 $502K
Vantage Investment Partners, LLC 0.04% Reduce -11.2% 4,059 $500K
Schnieders Capital Management LLC 0.10% Reduce -33.5% 4,048 $499K
FinTrust Capital Advisors, LLC 0.10% Reduce -22.5% 4,043 $498K
Connectus Wealth, LLC 0.01% Reduce -34.3% 4,040 $498K
Neumann Capital Management, LLC 0.18% No change 4,038 $497K
MainStreet Investment Advisors LLC 0.06% No change 4,030 $496K
FC Advisory LLC 0.18% Add +1.8% 4,024 $496K
Madrona Financial Services, LLC 0.17% No change 3,990 $491K
Hoese & Co LLP 0.45% No change 4,215 $491K
SkyOak Wealth, LLC 0.12% Add +5.2% 3,951 $487K
Vermillion & White Wealth Management Group, LLC 0.39% Reduce -7.5% 3,950 $487K
Klingenstein Fields & Co. LP 0.02% No change 3,925 $483K
Intrepid Financial Planning Group LLC 0.21% Reduce -37.0% 3,910 $482K
Custom Portfolio Group LLC 0.40% No change 3,900 $480K
Highview Capital Management LLC 0.21% No change 3,870 $477K
Triangle Securities Wealth Management 0.13% Reduce -6.0% 3,825 $471K
TNF LLC 0.19% Add +0.6% 3,866 $468K
Coppell Advisory Solutions Corp. 0.09% — 3,775 $465K
Ratio Wealth Group 0.09% No change 3,774 $465K
Stiles Financial Services Inc 0.18% Reduce -8.8% 3,735 $460K
SeaCrest Wealth Management, LLC 0.06% Reduce -11.5% 3,713 $457K
Dearborn Partners LLC 0.02% Add +3.1% 3,700 $456K
RFG Advisory, LLC 0.02% Reduce -11.7% 3,687 $454K
Busey Bank 0.02% Reduce -13.3% 3,654 $450K
Bangor Savings Bank 0.05% No change 3,651 $450K
GFS Advisors, LLC 0.07% Add +0.3% 3,640 $448K
Bull Street Advisors, LLC 0.21% No change 3,625 $447K
Red Tortoise LLC 0.25% Add +0.1% 3,620 $446K
GYL Financial Synergies, LLC 0.03% Add +0.1% 3,617 $445K
180 Wealth Advisors, LLC 0.08% Add +1.0% 3,616 $445K
Bellevue Asset Management, LLC 0.25% No change 3,608 $444K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.19% New 3,603 $444K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 3,600 $443K
Leavell Investment Management, Inc. 0.03% No change 3,600 $443K
Waypoint Wealth Partners Inc. 0.13% No change 3,585 $442K
O'shaughnessy Asset Management, LLC 0.00% Add +1.3% 3,578 $441K
Etfidea, LLC 0.15% Reduce -15.9% 3,576 $440K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -40.4% 3,568 $440K
Birchcreek Wealth Management, LLC 0.23% Add +0.1% 3,557 $438K
Samalin Investment Counsel, LLC 0.21% Reduce -5.1% 3,521 $434K
Main Management LLC 0.04% No change 3,505 $432K
Hexagon Capital Partners LLC 0.10% No change 3,506 $432K
Townsquare Capital LLC 0.01% New 3,505 $432K
Bank of New Hampshire 0.11% Reduce -2.4% 3,500 $431K
West Paces Advisors Inc. 0.11% Reduce -6.7% 3,494 $430K
J. W. Coons Advisors, LLC 0.08% No change 3,492 $430K
Interchange Capital Partners, LLC 0.29% Add +6.6% 3,469 $427K
First Hawaiian Bank 0.01% No change 3,446 $424K
Sabal Trust CO 0.02% Add +9.5% 3,445 $424K
Investment Partners, LTD. 0.19% Reduce -18.3% 3,441 $424K
Carl P. Sherr & Co., LLC 0.24% No change 3,432 $423K
Litman Gregory Wealth Management LLC 0.04% New 3,400 $419K
Compound Planning, Inc. 0.04% Reduce -13.2% 3,381 $416K
Insight Wealth Strategies, LLC 0.06% Add +0.3% 3,355 $413K
Gratus Capital, LLC 0.02% Add +60.0% 3,353 $413K
TFB Advisors LLC 0.15% Add +52.0% 3,427 $411K
Regatta Capital Group, LLC 0.09% Add +0.8% 3,325 $410K
Caprock Group, LLC 0.02% Add +10.8% 3,325 $410K
Alerus Financial NA 0.03% No change 3,304 $407K
Cobblestone Capital Advisors LLC 0.03% No change 3,295 $406K
AF Advisors, Inc. 0.09% Add +0.2% 3,294 $406K
Cambridge Advisors Inc. 0.10% Reduce -1.5% 3,290 $405K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% No change 3,288 $405K
HCR Wealth Advisors 0.06% No change 3,286 $405K
Southland Equity Partners LLC 0.11% Add +0.4% 3,278 $404K
Welch Group, LLC 0.02% Reduce -11.3% 3,249 $400K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -1.4% 3,236 $399K
Twele Capital Management, Inc. 0.09% Reduce -0.6% 3,233 $398K
ProVise Management Group, LLC 0.03% Reduce -4.2% 3,225 $397K
Palisade Asset Management, LLC 0.04% Add +18.4% 3,221 $397K
Sage Capital Management, LLC 0.21% Add +0.8% 3,217 $396K
Florida Trust Wealth Management Co 0.01% Reduce -18.7% 3,210 $395K
Capital Market Strategies LLC 0.30% Reduce -3.0% 3,209 $395K
Northwest Financial Advisors 0.43% Reduce -5.0% 3,199 $394K
Ausdal Financial Partners, Inc. 0.05% Add +0.3% 3,191 $393K
Aspire Capital Advisors LLC 0.13% No change 3,180 $392K
Providence Capital Advisors, LLC 0.09% Add +15.1% 3,178 $392K
Westmount Partners, LLC 0.14% Reduce -2.7% 3,165 $390K
Davis R M Inc. 0.01% Add +4.9% 3,159 $389K
Northstar Group, Inc. 0.08% No change 3,158 $389K
Salomon & Ludwin, LLC 0.03% Reduce -5.0% 3,147 $388K
Western Pacific Wealth Management, LP 0.28% Add +141.0% 3,140 $387K
Certified Advisory Corp 0.05% Add +40.1% 3,138 $387K
Breakwater Capital Group 0.10% Reduce -1.4% 3,131 $386K
Carolinas Wealth Consulting LLC 0.08% Add +0.1% 3,114 $384K
Grandview Asset Management LLC 0.17% Reduce -3.1% 3,095 $381K
Navis Wealth Advisors, LLC 0.46% Add +15.7% 3,090 $381K
Sandy Spring Bank 0.02% Reduce -5.1% 3,075 $379K
Jamison Private Wealth Management, Inc. 0.06% Add +188.4% 3,066 $378K
Future Financial Wealth Managment LLC 0.29% No change 3,065 $378K
Insigneo Advisory Services, LLC 0.04% New 3,061 $377K
Continuum Wealth Advisors, LLC 0.21% Reduce -2.3% 3,058 $377K
Vision Capital Management, Inc. 0.06% Reduce -0.8% 3,049 $376K
Montag A & Associates Inc. 0.02% Add +35.6% 3,047 $375K
TrueWealth Advisors, LLC 0.14% No change 3,000 $370K
Essex Bank 0.11% No change 3,140 $368K
ICONIQ Capital, LLC 0.01% Add +0.3% 2,968 $366K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,960 $365K
Ascent Group, LLC 0.03% Reduce -4.1% 2,952 $364K
Trust Co. of Vermont 0.02% No change 2,940 $362K
Flow Traders U.S. LLC 0.02% Reduce -92.0% 2,942 $362K
Fiduciary Trust Co 0.01% Add +14.9% 2,930 $361K
Steward Partners Investment Solutions, LLC 0.06% Reduce -51.2% 2,923 $360K
Thrive Wealth Management, LLC 0.07% Add +0.2% 2,922 $360K
TBH Global Asset Management, LLC 0.07% Add +24.4% 2,922 $360K
O'Dell Group, LLC 0.09% No change 2,891 $356K
Altus Wealth Group LLC 0.18% Reduce -4.9% 2,884 $355K
Arbor Investment Advisors, LLC 0.05% Reduce -3.1% 2,883 $355K
Obermeyer Wealth Partners 0.02% No change 2,864 $353K
Procyon Advisors, LLC 0.03% Add +14.3% 2,862 $353K
Pension & Wealth Management Advisors, Inc. 0.23% Add +0.8% 2,860 $352K
Soltis Investment Advisors LLC 0.04% Reduce -6.4% 2,859 $352K
Dixon Fnancial Services, Inc. 0.19% No change 2,830 $349K
Bryn Mawr Trust Advisors, LLC 0.02% No change 2,829 $348K
Fogel Capital Management, Inc. 0.20% Add +9.3% 2,870 $348K
Sonora Investment Management Group, LLC 0.03% No change 2,810 $346K
CFM Wealth Partners LLC 0.07% Add +23.7% 2,784 $343K
Balanced Wealth Group LLC 0.15% Add +0.8% 2,759 $342K
Founders Financial Alliance, LLC 0.10% Add +0.4% 2,763 $340K
PBMares Wealth Management LLC 0.09% Reduce -3.0% 2,763 $340K
Sage Capital Advisors,llc 0.10% Add +0.8% 2,757 $340K
Oakworth Capital, Inc. 0.03% No change 2,753 $339K
Sentinel Trust Co. Lba 0.04% No change 2,755 $339K
Brookstone Capital Management 0.01% Add +3.9% 2,752 $339K
Wedmont Private Capital 0.02% No change 2,772 $339K
Pflug Koory, LLC 0.02% Add +0.0% 2,745 $338K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -2.0% 2,734 $337K
CoreFirst Bank & Trust 0.21% No change 2,731 $336K
Orion Capital Management LLC 0.18% No change 2,730 $336K
Gsa Capital Partners LLP 0.03% Reduce -87.7% 2,723 $335K
Private Capital Management LLC 0.07% Reduce -3.3% 2,719 $335K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -24.4% 2,719 $335K
Secure Asset Management, LLC 0.08% Add +37.4% 2,717 $335K
Connecticut Wealth Management, LLC 0.02% No change 2,704 $333K
Hantz Financial Services, Inc. 0.01% Add +0.3% 2,705 $333K
Commonwealth Financial Services, LLC 0.08% No change 2,840 $333K
FSA Wealth Management LLC 0.14% Reduce -2.5% 2,702 $333K
Philadelphia Trust Co. 0.03% Reduce -5.8% 2,698 $332K
Renasant Bank 0.24% No change 2,694 $332K
Valley National Advisers Inc. 0.05% Reduce -24.5% 2,695 $331K
Woodmont Investment Counsel LLC 0.03% Reduce -0.9% 2,687 $331K
Buckingham Strategic Wealth, LLC 0.00% Reduce -2.4% 2,680 $330K
LongView Wealth Management 0.13% Reduce -23.1% 2,674 $329K
Semus Wealth Partners LLC 0.28% Reduce -4.1% 2,674 $329K
Donald L. Hagan, LLC 0.17% No change 2,670 $329K
Cherry Tree Wealth Management, LLC 0.08% No change 2,663 $328K
Security National Bank of Sioux City Iowa 0.23% No change 2,655 $327K
SlateStone Wealth, LLC 0.03% Add +42.7% 2,651 $327K
Cardiff Park Advisors, LLC 0.03% Reduce -10.5% 2,651 $327K
Orleans Capital Management Corp. 0.21% No change 2,650 $326K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +4.0% 2,641 $325K
Kiely Wealth Advisory Group, Inc. 0.18% No change 2,693 $325K
Gainplan LLC 0.16% Add +20.2% 2,635 $325K
Barrett & Company, Inc. 0.15% Add +0.5% 2,629 $324K
Daymark Wealth Partners, LLC 0.02% No change 2,602 $321K
Neuberger Berman Group LLC 0.00% Reduce -8.8% 2,601 $320K
Mather Group, Llc. 0.01% Reduce -7.0% 2,728 $320K
Calamos Wealth Management LLC 0.02% No change 2,593 $319K
BLB&B Advisors, LLC 0.02% New 2,581 $318K
Old Mission Capital LLC 0.01% Add +20.7% 2,576 $317K
RMR Wealth Builders 0.04% New 2,573 $317K
Glassman Wealth Services 0.06% Add +0.1% 2,569 $316K
Strategic Family Wealth Counselors, L.L.C. 0.12% Reduce -21.0% 2,566 $316K
Mengis Capital Management, Inc. 0.05% Add +2.0% 2,550 $314K
First Heartland Consultants, Inc. 0.03% Add +14.5% 2,548 $314K
Mystic Asset Management, Inc. 0.13% Reduce -0.7% 2,543 $313K
Flagship Private Wealth, LLC 0.20% Reduce -13.7% 2,541 $313K
Clifford Swan Investment Counsel LLC 0.01% No change 2,533 $312K
Plante Moran Financial Advisors, LLC 0.03% No change 2,524 $311K
Pacific Sun Financial Corp 0.18% Reduce -0.8% 2,512 $309K
Marquette Asset Management, LLC 0.05% No change 2,508 $309K
Capital Investment Advisory Services, LLC 0.03% Reduce -19.7% 2,503 $308K
C2C Wealth Management, LLC 0.31% Reduce -6.0% 2,500 $308K
My Legacy Advisors, LLC 0.10% Add +1.6% 2,485 $306K
MRA Advisory Group 0.18% No change 2,483 $306K
Cornerstone Advisory, LLC 0.04% No change 2,483 $306K
Lane & Associates LLC 0.19% Add +0.2% 2,480 $305K
Kingfisher Capital LLC 0.07% Add +0.2% 2,475 $305K
AllSquare Wealth Management LLC 0.18% No change 2,476 $305K
Elk River Wealth Management LLC 0.06% Reduce -42.6% 2,471 $304K
Pacific Center for Financial Services 0.09% Add +0.6% 2,464 $304K
Baker Tilly Wealth Management, LLC 0.05% No change 2,463 $303K
West Coast Financial LLC 0.04% Reduce -8.1% 2,456 $303K
Ironwood Investment Counsel, LLC 0.05% No change 2,445 $301K
Access Financial Services, Inc. 0.13% Reduce -87.5% 2,425 $299K
Rodgers Brothers Inc. 0.04% New 2,422 $298K
Northwest Bancshares, Inc. 0.05% No change 2,411 $297K
Schechter Investment Advisors, LLC 0.02% No change 2,403 $296K
United Bank 0.04% No change 2,399 $296K
Hills Bank & Trust Co 0.03% Add +7.8% 2,395 $295K
Carmichael Hill & Associates, Inc. 0.12% Reduce -2.5% 2,385 $294K
American Financial & Tax Strategies Inc. 0.16% No change 2,366 $291K
Money Concepts Capital Corp. 0.03% Add +8.5% 2,365 $291K
Emfo, LLC 0.26% Reduce -19.7% 2,344 $289K
BlueChip Wealth Advisors LLC 0.19% New 2,342 $288K
Clarus Group, Inc. 0.20% No change 2,329 $287K
Aveo Capital Partners, LLC 0.03% Reduce -25.4% 2,351 $285K
Castle Wealth Management LLC 0.15% No change 2,300 $283K
Journey Strategic Wealth LLC 0.01% Reduce -8.1% 2,285 $281K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Add +0.2% 2,278 $281K
Financial Engines Advisors L.L.C. 0.00% Reduce -36.4% 2,273 $280K
One Capital Management, LLC 0.01% New 2,273 $280K
StoneX Group Inc. 0.03% Add +0.3% 2,261 $278K
Heritage Wealth Advisors 0.01% No change 2,260 $278K
IRON Financial LLC 0.15% Add +0.4% 2,256 $278K
American Institute for Advanced Investment Management, LLP 0.22% Reduce -2.2% 2,256 $278K
Allred Capital Management, LLC 0.11% Add +0.2% 2,260 $278K
Moss Adams Wealth Advisors LLC 0.04% Reduce -0.4% 2,253 $278K
Capital City Trust Co. 0.08% No change 2,222 $274K
Courage Miller Partners, LLC 0.09% Reduce -1.2% 2,208 $272K
CFO4Life Group, LLC 0.05% No change 2,200 $271K
Peak Planning Group, LLC 0.17% Reduce -2.4% 2,190 $270K
Gilman Hill Asset Management, LLC 0.05% Reduce -90.4% 2,185 $269K
Avion Wealth 0.07% No change 2,176 $269K
Bristlecone Advisors, LLC 0.02% Reduce -9.5% 2,180 $269K
LCNB Corp. 0.10% Add +5.7% 2,165 $267K
Sterling Financial Planning, Inc. 0.11% No change 2,165 $267K
Ritholtz Wealth Management 0.01% No change 2,162 $266K
Sigma Investment Counselors Inc. 0.02% No change 2,150 $265K
UMB Bank, n.a. 0.00% No change 2,150 $265K
Hoffman, Alan N Investment Management 0.15% Reduce -16.9% 2,134 $263K
TrinityPoint Wealth, LLC 0.04% No change 2,131 $262K
Quent Capital, LLC 0.03% No change 2,122 $261K
First Western Trust Bank 0.01% New 2,116 $261K
Global Wealth Management Investment Advisory, Inc. 0.06% Add +29.4% 2,101 $259K
Melfa Wealth Management, Inc. 0.19% New 2,100 $259K
Van Hulzen Asset Management, LLC 0.02% Reduce -27.7% 2,090 $257K
Avidian Wealth Enterprises, LLC 0.01% Add +0.1% 2,076 $256K
Breakwater Investment Management 0.12% — 2,072 $255K
Rockland Trust Co. 0.01% Reduce -15.7% 2,061 $254K
Piscataqua Savings Bank 0.22% No change 2,060 $254K
Moloney Securities Asset Management, LLC 0.04% Add +0.1% 2,057 $253K
Hixon Zuercher, LLC 0.11% Add +2.6% 2,056 $253K
Insight Advisors, LLC/ PA 0.05% Reduce -4.1% 2,056 $253K
Augustine Asset Management Inc. 0.11% Reduce -6.3% 2,054 $253K
Blue Trust, Inc. 0.00% Reduce -8.7% 2,053 $253K
First American Bank 0.02% No change 2,050 $253K
CIBC Asset Management Inc 0.00% No change 2,050 $253K
Northeast Investment Management 0.01% No change 2,047 $252K
Bluespring Wealth Management, LLC 0.03% Reduce -0.6% 2,043 $252K
Staley Capital Advisers Inc. 0.01% No change 2,041 $251K
Greytown Advisors Inc. 0.14% New 2,040 $251K
First Financial Bank - Trust Division 0.02% Reduce -23.6% 2,035 $251K
First Foundation Advisors 0.01% No change 2,026 $250K
Capital Advisors Inc. 0.01% Add +2.7% 2,024 $249K
Biltmore Family Office, LLC 0.05% No change 2,024 $249K
Northwest Investment Counselors, LLC 0.06% Add +0.3% 2,020 $249K
Waters Parkerson & Co., LLC 0.01% Add +7.6% 2,010 $248K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -10.6% 2,073 $247K
Provenance Wealth Advisors, LLC 0.03% Add +41.7% 2,008 $247K
Measured Wealth Private Client Group, LLC 0.09% No change 2,004 $247K
Gridiron Partners, LLC 0.16% No change 2,000 $246K
Bantamac Capital, LLC 0.14% No change 2,000 $246K
NBT Bank, N.A. 0.02% No change 1,999 $246K
Parkside Financial Bank & Trust 0.04% Add +408.7% 1,984 $244K
ARS Wealth Advisors Group, LLC 0.03% New 1,977 $244K
Sepio Capital, LP 0.02% No change 1,975 $243K
Stillwater Capital Advisors, LLC 0.04% No change 1,971 $243K
Denver Wealth Management, Inc. 0.12% Reduce -48.4% 1,968 $242K
Sterling Wealth Management, Inc. 0.12% No change 1,961 $242K
Latitude Advisors, LLC 0.15% Reduce -42.9% 1,950 $240K
ICA Group Wealth Management, LLC 0.05% No change 1,950 $240K
Gateway Wealth Partners, LLC 0.09% Add +0.1% 1,945 $240K
Cedar Wealth Management, LLC 0.08% No change 1,944 $239K
Calton & Associates, Inc. 0.12% Add +0.1% 1,939 $239K
Zacks Investment Management 0.00% Add +0.1% 1,936 $238K
Cora Capital Advisors LLC 0.13% No change 1,935 $238K
Legacy Advisors, LLC 0.03% No change 1,924 $237K
Treynor Bancshares, Inc. 0.14% Reduce -2.2% 1,914 $236K
Interactive Financial Advisors, Inc. 0.13% Reduce -75.1% 1,892 $233K
Dudley Capital Management, LLC 0.14% No change 1,900 $232K
Next Level Private LLC 0.11% No change 1,881 $232K
Segment Wealth Management, LLC 0.02% No change 1,878 $231K
Colonial Trust Co / SC 0.04% No change 1,878 $231K
Syntax Research, Inc. 0.18% Add +0.3% 1,877 $231K
Naples Global Advisors, LLC 0.02% No change 1,875 $231K
Headinvest, LLC 0.04% No change 1,870 $230K
Kovack Advisors, Inc. 0.03% New 1,864 $230K
Capital Investment Counsel, LLC 0.05% New 1,851 $228K
Rothschild Investment LLC 0.02% No change 1,840 $227K
Sterling Investment Advisors LLC 0.13% New 1,832 $226K
American Financial Advisors, LLC 0.03% Reduce -12.8% 1,827 $225K
Merit Financial Group, LLC 0.01% Reduce -3.2% 1,853 $225K
Accredited Investors Inc. 0.01% New 1,824 $225K
KPP Advisory Services LLC 0.06% Add +1.3% 1,823 $225K
9258 Wealth Management, LLC 0.03% Reduce -7.7% 1,811 $223K
Benedict Financial Advisors Inc. 0.06% Reduce -4.2% 1,809 $223K
Soundmark Wealth Management, LLC 0.10% Add +0.2% 1,803 $222K
Lauterbach Financial Advisors, LLC 0.14% No change 1,790 $220K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -4.5% 1,790 $220K
Institute for Wealth Management, LLC. 0.03% Reduce -8.9% 1,780 $219K
Fisher Asset Management 0.00% Reduce -56.8% 1,778 $219K
Trivium Point Advisory, LLC 0.05% Reduce -3.5% 1,778 $219K
Motco 0.01% Add +2.4% 1,775 $219K
Annex Advisory Services, LLC 0.01% Add +3.5% 1,774 $218K
Gray Private Wealth, LLC 0.14% — 1,768 $218K
Anchor Investment Management, LLC 0.02% Add +0.1% 1,768 $218K
Carderock Capital Management Inc. 0.06% No change 1,766 $218K
Objective Capital Management, LLC 0.15% No change 1,760 $217K
Vicus Capital 0.02% Add +0.5% 1,756 $216K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -1.0% 1,754 $216K
Columbia Bank 0.09% — 1,750 $216K
Signaturefd, LLC 0.00% Add +6.7% 1,747 $215K
Cairn Investment Group, Inc. 0.12% No change 1,742 $215K
Wilmington Savings Fund Society, FSB 0.01% — 1,743 $215K
Moseley Investment Management Inc. 0.11% No change 1,739 $214K
Crestone Asset Management LLC 0.04% No change 1,739 $214K
LJI Wealth Management, LLC 0.06% No change 1,737 $214K
Hoylecohen, LLC 0.02% Add +0.1% 1,736 $214K
Colonial Trust Advisors 0.02% Reduce -0.2% 1,735 $214K
Dentgroup LLC 0.18% Add +0.8% 1,724 $212K
Mitchell McLeod Pugh & Williams Inc. 0.05% New 1,721 $212K
Capasso Planning Partners LLC 0.09% New 1,721 $212K
Northstar Advisory Group, LLC 0.13% New 1,705 $211K
North Star Asset Management Inc. 0.01% No change 1,710 $211K
Relyea Zuckerberg Hanson LLC 0.04% Add +0.1% 1,709 $210K
Worth Financial Advisory Group, LLC 0.15% New 1,708 $210K
DF Dent & Co. Inc. 0.00% New 1,705 $210K
Rise Advisors, LLC 0.11% Add +0.5% 1,701 $210K
Wealth Advisory Solutions, LLC 0.05% New 1,694 $209K
Traphagen Investment Advisors LLC 0.02% Reduce -11.9% 1,693 $208K
Mgo One Seven LLC 0.01% New 1,686 $208K
Chemistry Wealth Management LLC 0.06% Reduce -1.5% 1,685 $208K
Heritage Financial Services, LLC 0.03% New 1,680 $207K
Carson Advisory Inc. 0.15% New 1,679 $207K
Francis Financial, Inc. 0.07% New 1,675 $206K
Pettyjohn, Wood & White, Inc. 0.04% New 1,675 $206K
Azimuth Capital Investment Management LLC 0.01% Reduce -10.8% 1,667 $205K
United Asset Strategies, Inc. 0.02% New 1,665 $205K
Old Mission Investment Co LLC 0.07% New 1,659 $204K
Morton Capital Management LLC 0.05% Reduce -5.4% 1,638 $202K
Charter Oak Capital Management, LLC 0.02% New 1,634 $201K
Perennial Investment Advisors, LLC 0.03% New 1,629 $201K
Pettinga Financial Advisors LLC 0.05% Reduce -5.8% 1,625 $200K
Angeles Wealth Management, LLC 0.02% No change 1,599 $197K
Capital Investment Counsel, Inc 0.03% No change 1,598 $197K
St Germain D J Co. Inc. 0.01% No change 1,580 $195K
Highline Wealth Partners LLC 0.07% No change 1,490 $184K
Ancora Advisors LLC 0.00% No change 1,475 $182K
Silver Oak Securities, Incorporated 0.03% New 1,462 $180K
American Capital Advisory, LLC 0.16% Add +279.3% 1,521 $178K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 1,400 $172K
Element Wealth, LLC 0.10% Add +7.9% 1,399 $172K
Key Financial Inc 0.04% Add +66.2% 1,348 $166K
Adirondack Trust Co. 0.07% No change 1,300 $160K
Cranbrook Wealth Management, LLC 0.04% No change 1,281 $158K
Nvwm, LLC 0.04% No change 1,267 $156K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +32.4% 1,268 $156K
LRI Investments, LLC 0.04% — 1,255 $155K
First Financial Corp. 0.08% No change 1,255 $155K
Concord Wealth Partners 0.03% Add +0.8% 1,253 $154K
Weaver Capital Management LLC 0.04% New 1,247 $154K
SRH Advisors, LLC 0.05% No change 1,232 $152K
AdvisorNet Financial, Inc 0.01% Reduce -90.4% 1,231 $152K
Annapolis Financial Services, LLC 0.05% No change 1,200 $148K
EPG Wealth Management LLC 0.04% Add +0.6% 1,196 $147K
Riverview Trust Co 0.11% New 1,196 $147K
Front Row Advisors LLC 0.05% New 1,183 $146K
Westend Capital Management, LLC 0.06% — 1,180 $145K
TCTC Holdings, LLC 0.00% Reduce -10.8% 1,175 $145K
Valley Wealth Managers, Inc. 0.01% No change 1,173 $144K
Crewe Advisors LLC 0.02% Add +3.4% 1,159 $143K
Integrity Financial Corp 0.10% Add +9.5% 1,150 $142K
Jones Financial Companies LLLP 0.00% New 1,130 $139K
Missouri Trust & Investment Co 0.05% Add +15.5% 1,125 $139K
CNB Bank 0.07% Reduce -53.1% 1,102 $136K
Baldwin Wealth Partners LLC 0.01% No change 1,100 $135K
Tortoise Investment Management, LLC 0.02% No change 1,098 $135K
Brown, Lisle/Cummings, Inc. 0.05% No change 1,094 $135K
Matrix Private Capital Group LLC 0.09% No change 1,093 $135K
Glass Jacobson Investment Advisors llc 0.05% Reduce -10.6% 1,077 $133K
Indiana Trust & Investment Management Co 0.05% No change 1,053 $130K
FWL Investment Management, LLC 0.07% No change 1,050 $129K
Balefire, LLC 0.05% No change 1,050 $129K
Dunhill Financial, LLC 0.09% Add +0.2% 1,008 $124K
Investment Research & Advisory Group, Inc. 0.06% No change 1,000 $123K
FPC Investment Advisory, Inc. 0.12% — 1,010 $122K
Pittenger & Anderson Inc. 0.00% Add +51.2% 983 $121K
AlphaMark Advisors, LLC 0.04% Reduce -1.2% 965 $119K
Turtle Creek Wealth Advisors, LLC 0.03% No change 958 $118K
Raffa Wealth Management, LLC 0.04% Add +0.8% 954 $117K
Hanson & Doremus Investment Management 0.02% No change 932 $115K
Tidemark, LLC 0.06% Reduce -7.5% 911 $112K
Old Second National Bank of Aurora 0.03% Reduce -83.3% 900 $111K
Grand Wealth Management, LLC 0.05% No change 899 $111K
LifeSteps Financial, Inc. 0.08% New 881 $109K
Global Financial Private Client, LLC 0.05% No change 868 $106K
Creative Financial Designs Inc. 0.01% Add +13.4% 861 $106K
Main Street Group, LTD 0.05% Add +72.3% 839 $103K
Bray Capital Advisors 0.03% No change 837 $103K
Gen-Wealth Partners Inc 0.05% — 823 $101K
Quadrant Capital Group LLC 0.01% Reduce -42.1% 815 $100K
Davis Capital Management 0.09% Reduce -0.1% 813 $99K
WealthShield Partners, LLC 0.02% Reduce -21.4% 807 $99K
Country Trust Bank 0.00% No change 785 $97K
GHP Investment Advisors, Inc. 0.00% Reduce -5.1% 762 $94K
Farther Finance Advisors, LLC 0.01% Add +0.3% 747 $91K
Caldwell Sutter Capital, Inc. 0.04% Add +7.3% 736 $91K
Banque Cantonale Vaudoise 0.00% Add +4.5% 725 $89K
Chilton Capital Management LLC 0.00% Reduce -34.4% 715 $88K
MCF Advisors LLC 0.01% No change 701 $86K
Charles Schwab Investment Management Inc. 0.00% Reduce -66.9% 76,202 $85K
Planning Capital Management Corp 0.06% Add +0.3% 679 $84K
Lowe Wealth Advisors, LLC 0.04% No change 667 $82K
West Oak Capital, LLC 0.03% No change 650 $80K
Accordant Advisory Group Inc 0.06% — 633 $78K
Centerpoint Advisors, LLC 0.03% Add +247.1% 590 $73K
Creekmur Asset Management LLC 0.02% Add +0.3% 590 $73K
Schroder Investment Management Group 0.00% Reduce -26.0% 570 $70K
Clearstead Trust, LLC 0.02% No change 560 $69K
Friedenthal Financial 0.04% No change 553 $68K
Coston, McIsaac & Partners 0.02% No change 549 $67K
Koesten, Hirschmann & Crabtree, INC. 0.04% Add +0.4% 541 $67K
City State Bank 0.03% No change 530 $65K
Wetzel Investment Advisors, Inc. 0.04% No change 552 $65K
Retirement Group, LLC 0.02% Reduce -1.0% 502 $62K
Cape Investment Advisory, Inc. 0.03% No change 500 $62K
Rosenberg Matthew Hamilton 0.02% No change 500 $61K
Gradient Investments LLC 0.00% Reduce -49.5% 492 $61K
Fortitude Family Office, LLC 0.04% No change 490 $60K
MilWealth Group LLC 0.02% No change 487 $60K
NFSG Corp 0.03% Reduce -4.2% 483 $59K
Ballast Advisors LLC 0.02% No change 482 $59K
Clean Yield Group 0.02% Reduce -38.6% 478 $59K
McClarren Financial Advisors, Inc. 0.04% Add +0.9% 464 $58K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Add +12.0% 468 $58K
EverSource Wealth Advisors, LLC 0.00% Add +7.1% 482 $58K
Morris Financial Concepts, Inc. 0.03% Reduce -3.4% 454 $56K
MTM Investment Management, LLC 0.02% No change 450 $55K
Elevation Wealth Partners, LLC 0.03% Add +154.8% 456 $55K
First PREMIER Bank 0.01% No change 447 $55K
Richardson Financial Services Inc. 0.04% No change 419 $52K
Compass Wealth Management LLC 0.01% Reduce -35.5% 416 $51K
Hollencrest Capital Management 0.00% No change 396 $49K
Headlands Technologies LLC 0.01% Add +884.6% 384 $47K
Fairman Group, LLC 0.04% Reduce -26.1% 370 $46K
Advanced Asset Management Advisors Inc 0.01% No change 353 $43K
Legacy Bridge, LLC 0.03% No change 350 $43K
First Personal Financial Services 0.01% No change 350 $43K
Horizons Wealth Management 0.03% No change 360 $42K
Financial Freedom, LLC 0.02% No change 333 $41K
Core Wealth Advisors, Inc. 0.01% No change 325 $40K
Prestige Wealth Management Group LLC 0.01% Reduce -7.3% 318 $39K
DHJJ Financial Advisors, Ltd. 0.02% No change 314 $39K
Pin Oak Investment Advisors Inc. 0.04% No change 311 $38K
Maryland Capital Advisors Inc. 0.02% No change 300 $37K
Northwest Capital Management Inc 0.01% No change 300 $37K
Westside Investment Management, Inc. 0.01% No change 300 $37K
Atlas Capital Advisors Inc. 0.01% No change 300 $37K
Rain Capital Management, LLC 0.02% Add +1.0% 298 $37K
Gables Capital Management Inc. 0.02% New 289 $36K
West Financial Advisors, LLC 0.01% No change 273 $34K
Beaird Harris Wealth Management, LLC 0.00% No change 255 $31K
Tyler-Stone Wealth Management 0.01% No change 250 $31K
Syntrinsic LLC 0.01% No change 250 $31K
Beacon Capital Management, LLC 0.01% No change 245 $30K
CGC Financial Services, LLC 0.02% No change 238 $29K
Toth Financial Advisory Corp. 0.00% Reduce -24.4% 235 $29K
GAMMA Investing LLC 0.01% Reduce -0.8% 232 $29K
JDM Financial Group LLC 0.02% Reduce -52.6% 225 $28K
Trust Co 0.00% No change 220 $27K
Edmond DE Rothschild Holding S.A. 0.00% No change 210 $26K
JNBA Financial Advisors 0.00% Reduce -42.4% 204 $25K
Highlander Capital Management, LLC 0.01% Reduce -63.6% 200 $25K
Rice Partnership, LLC 0.01% New 200 $25K
Avalon Trust Co 0.00% No change 200 $25K
Cyrus J. Lawrence, LLC 0.01% — 200 $24K
Elevate Wealth Advisory, Inc. 0.02% No change 189 $23K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -50.0% 192 $23K
McIlrath & Eck, LLC 0.00% No change 176 $22K
Kozak & Associates, Inc. 0.01% Add +0.6% 170 $21K
Y.D. More Investments Ltd 0.00% No change 165 $20K
HHM Wealth Advisors, LLC 0.00% Reduce -32.9% 165 $20K
Larson Financial Group LLC 0.00% Add +0.6% 158 $19K
Quintet Private Bank (Europe) S.A. 0.00% Reduce -13.3% 130 $18K
Signature Resources Capital Management, LLC 0.02% No change 156 $18K
Nemes Rush Group LLC 0.00% No change 144 $18K
Riggs Asset Managment Co. Inc. 0.01% Add +3.6% 142 $18K
C M Bidwell & Associates Ltd. 0.01% No change 140 $17K
Transcendent Capital Group LLC 0.01% Add +0.7% 138 $17K
TFC Financial Management, Inc. 0.00% Add +0.8% 132 $16K
Family Manage LLC 0.00% No change 131 $16K
Tsfg, LLC 0.00% No change 126 $16K
Grove Bank & Trust 0.00% No change 126 $16K
Sound Income Strategies, LLC 0.00% No change 120 $15K
IAG Wealth Partners, LLC 0.00% New 119 $15K
Advisors Asset Management, Inc. 0.00% No change 117 $14K
Financial Perspectives, Inc 0.01% No change 115 $14K
Addison Advisors LLC 0.00% No change 112 $14K
Hartford Financial Management Inc. 0.00% No change 110 $14K
Paladin Advisory Group, LLC 0.01% Reduce -45.7% 108 $13K
Central Bank & Trust Co. 0.00% New 106 $13K
Clarity Asset Management, Inc. 0.01% Reduce -81.6% 105 $13K
PSI Advisors, LLC 0.00% New 101 $12K
First Community Trust NA 0.01% No change 100 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $12K
Howe & Rusling Inc. 0.00% No change 100 $12K
Farmers & Merchants Investments Inc. 0.00% No change 96 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 90 $11K
Ransom Advisory, Ltd 0.01% — 90 $11K
Silicon Valley Capital Partners 0.00% No change 88 $11K
Morton Brown Family Wealth, LLC 0.00% Reduce -39.9% 80 $10K
Robbins Farley 0.01% Reduce -50.0% 75 $9K
Delta Asset Management LLC 0.00% No change 75 $9K
TD Capital Management LLC 0.00% No change 70 $9K
Halpern Financial, Inc. 0.00% Reduce -63.7% 70 $9K
Hanseatic Management Services Inc. 0.01% New 67 $8K
Center for Financial Planning, Inc. 0.00% No change 61 $8K
Bfsg, LLC 0.00% Reduce -3.5% 55 $7K
Windsor Advisory Group, LLC 0.02% New 54 $7K
Register Financial Advisors LLC 0.00% Add +1.9% 53 $6K
Voisard Asset Management Group, Inc. 0.00% No change 50 $6K
Peoples Financial Services Corp. 0.00% No change 50 $6K
Tucker Asset Management LLC 0.00% No change 50 $6K
Aspire Wealth Management Corp 0.00% No change 48 $6K
America First Investment Advisors, LLC 0.00% New 47 $6K
Broadwater Capital Management LLC 0.00% No change 42 $5K
Princeton Global Asset Management LLC 0.00% New 25 $3K
Running Point Capital Advisors, LLC 0.00% Reduce -79.2% 21 $3K
M&R Capital Management Inc. 0.00% Reduce -98.6% 20 $2K
Central Pacific Bank - Trust Division 0.00% — 18 $2K
Castleview Partners, LLC 0.00% No change 12 $1K
Raleigh Capital Management Inc. 0.00% No change 10 $1K
Semmax Financial Advisors Inc. 0.00% No change 10 $1K
Abound Wealth Management 0.00% New 4 $509
Costello Asset Management, INC 0.00% No change 4 $493
Hoey Investments, Inc. 0.00% No change 4 $493
Rakuten Securities, Inc. 0.00% New 1 $123
Birchbrook, Inc. 0.00% No change 90 $0

"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.