iShares Select Dividend ETFDVYETF
13F holders, Q2 2024 (June 30)1,217holders −12
53new positions
61sold out
5famous investors
$120.98avg. 13F price*
At the end of Q2 2024, 1,217 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 12 from Q1 2024. 53 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($986.3M), Morgan Stanley ($745.8M) and PNC Financial Services Group, Inc. ($471.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $67.3M |
| Exits | 61 | $151.2M |
All 13F filers, Q1 2024 → Q2 2024: 2,110,939 shares bought and 5,278,682 shares sold, net −3,167,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,217 holders
| Bank of America Corp. | 0.09% | Reduce -3.4% | 8,152,831 | $986.3M |
| Morgan Stanley | 0.06% | Reduce -2.5% | 6,164,741 | $745.8M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -2.6% | 3,894,662 | $471.2M |
| Wells Fargo & Company | 0.12% | Reduce -5.1% | 3,678,179 | $445.0M |
| Northern Trust Corp. | 0.06% | Reduce -3.0% | 3,022,350 | $365.6M |
| Royal Bank of Canada | 0.07% | Reduce -0.1% | 2,327,463 | $281.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.5% | 1,951,439 | $236.1M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.4% | 1,553,368 | $187.9M |
| LPL Financial LLC | 0.08% | Add +2.5% | 1,401,205 | $169.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 1,373,829 | $166.2M |
| US Bancorp \de | 0.20% | Reduce -8.5% | 1,197,963 | $144.9M |
| Truist Financial Corp. | 0.22% | Reduce -5.2% | 1,181,931 | $143.0M |
| UBS Group AG | 0.04% | Add +2.9% | 1,052,399 | $127.3M |
| Bank of Montreal | 0.03% | Reduce -5.2% | 807,176 | $98.3M |
| Focus Partners Wealth | 0.32% | Add +107.4% | 772,948 | $93.5M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Reduce -5.3% | 719,054 | $87.0M |
| Northside Capital Management, LLC | 14.17% | Add +0.0% | 681,451 | $82.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +2.1% | 649,767 | $78.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.1% | 625,166 | $75.6M |
| Raymond James & Associates | 0.05% | Reduce -3.0% | 567,927 | $68.7M |
| Comerica Bank | 0.25% | Reduce -0.3% | 491,226 | $59.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -9.8% | 471,349 | $57.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +1.0% | 401,673 | $48.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -6.7% | 399,998 | $48.4M |
| Mariner, LLC | 0.09% | Reduce -1.2% | 392,248 | $47.5M |
| Cetera Investment Advisers | 0.10% | Reduce -5.1% | 370,087 | $44.8M |
| Exchange Traded Concepts, LLC | 1.07% | New | 348,331 | $42.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -35.1% | 338,546 | $41.0M |
| Miller Howard Investments Inc. | 1.26% | Add +400.3% | 315,140 | $38.1M |
| Fifth Third Bancorp | 0.14% | Reduce -10.8% | 314,595 | $38.1M |
| AMG National Trust Bank | 0.96% | Add +5.3% | 294,707 | $35.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -6.7% | 289,652 | $35.0M |
| Creative Planning | 0.04% | Reduce -1.3% | 283,265 | $34.3M |
| Commerce Bank | 0.22% | Reduce -1.2% | 282,941 | $34.2M |
| Stifel Financial Corp. | 0.04% | Reduce -3.0% | 281,049 | $34.0M |
| Cibc World Market Inc. | 0.07% | Reduce -0.1% | 247,990 | $30.0M |
| M&T Bank Corp | 0.10% | Reduce -4.3% | 246,752 | $29.9M |
| Assetmark, Inc. | 0.09% | Reduce -26.7% | 245,754 | $29.7M |
| Glenmede Trust Co. NA | 0.15% | Add +2.1% | 239,412 | $29.0M |
| BlackRock Inc. | 0.00% | Reduce -21.9% | 236,158 | $28.6M |
| LBMC Investment Advisors, LLC | 2.45% | Reduce -1.6% | 233,142 | $28.2M |
| Ellis Investment Partners, LLC | 5.70% | Reduce -3.9% | 222,819 | $27.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.0% | 216,657 | $26.2M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -4.3% | 216,175 | $26.2M |
| National Bank of Canada | 0.04% | Add +72.7% | 213,193 | $25.6M |
| Synovus Financial Corp. | 0.33% | Reduce -7.9% | 209,396 | $25.3M |
| Private Advisor Group, LLC | 0.16% | Add +1.0% | 192,732 | $23.3M |
| St. Clair Advisors, LLC | 7.43% | Reduce -0.5% | 192,495 | $23.3M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -15.2% | 190,315 | $23.0M |
| First National Bank & Trust Co. of Newtown | 4.53% | Reduce -4.3% | 184,142 | $22.3M |
| AlTi Global, Inc. | 0.54% | Add +14.9% | 165,181 | $20.0M |
| Valmark Advisers, Inc. | 0.34% | Reduce -24.1% | 162,996 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.2% | 156,429 | $18.9M |
| Franklin Resources Inc. | 0.01% | Reduce -5.4% | 148,644 | $18.0M |
| Blair William & Co. | 0.05% | Reduce -15.3% | 144,386 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.8% | 140,676 | $17.0M |
| Arcus Capital Partners, LLC | 6.36% | Add +1.0% | 136,557 | $16.5M |
| Cerity Partners LLC | 0.04% | Reduce -1.3% | 136,545 | $16.5M |
| Capital Investment Advisors, LLC | 0.36% | Reduce -1.7% | 133,158 | $16.1M |
| Dumont & Blake Investment Advisors LLC | 2.27% | Add +99.4% | 132,648 | $16.0M |
| Trustmark Bank Trust Department | 1.24% | Reduce -4.4% | 127,250 | $15.4M |
| Fifth Third Wealth Advisors LLC | 1.11% | Add +66.2% | 121,485 | $14.7M |
| Cullen/Frost Bankers, Inc. | 0.21% | Reduce -2.5% | 117,979 | $14.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +8.1% | 138,142 | $14.2M |
| FMR LLC | 0.00% | Add +9.1% | 114,608 | $13.9M |
| NTV Asset Management LLC | 1.97% | Reduce -0.9% | 114,048 | $13.8M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -9.7% | 104,977 | $12.7M |
| IFG Advisors, LLC | 3.00% | Add +4.2% | 104,755 | $12.7M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 101,136 | $12.2M |
| Kwmg, LLC | 1.29% | Add +3.8% | 99,180 | $12.0M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.25% | Add +3.3% | 97,163 | $11.8M |
| Cresset Asset Management, LLC | 0.05% | Add +65.4% | 96,182 | $11.6M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -3.6% | 95,611 | $11.6M |
| Bank of Hawaii | 0.52% | Reduce -3.6% | 94,346 | $11.4M |
| Powell Investment Advisors, LLC | 5.80% | Reduce -0.8% | 92,550 | $11.2M |
| GW Henssler & Associates Ltd. | 0.67% | Add +8.1% | 91,665 | $11.1M |
| Equitable Holdings, Inc. | 0.12% | Reduce -0.3% | 90,713 | $11.0M |
| Lee Financial Co | 1.77% | Reduce -15.0% | 89,332 | $10.8M |
| Captrust Financial Advisors | 0.03% | Add +1.0% | 89,183 | $10.8M |
| MAI Capital Management | 0.11% | Reduce -5.8% | 89,029 | $10.8M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -1.8% | 88,231 | $10.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +15.2% | 87,777 | $10.6M |
| Round Rock Advisors LLC | 2.53% | Add +3.9% | 85,850 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -1.1% | 85,541 | $10.3M |
| North Star Investment Management Corp. | 0.75% | Reduce -3.3% | 84,474 | $10.2M |
| Bokf, NA | 0.17% | Reduce -17.3% | 79,498 | $9.6M |
| SOA Wealth Advisors, LLC. | 1.93% | Reduce -14.1% | 79,184 | $9.6M |
| Asset Advisors Investment Management, LLC | 1.02% | Reduce -2.8% | 77,668 | $9.4M |
| First American Trust, FSB | 0.92% | Add +242.7% | 76,223 | $9.2M |
| JGP Wealth Management, LLC | 1.31% | Reduce -0.8% | 76,155 | $9.2M |
| NewEdge Advisors, LLC | 0.07% | Add +5.6% | 75,747 | $9.2M |
| Pathstone Holdings, LLC | 0.04% | Add +2.7% | 74,991 | $9.1M |
| Linscomb Wealth, Inc. | 0.46% | Reduce -3.2% | 73,425 | $8.9M |
| Lido Advisors, LLC | 0.07% | Add +3.6% | 70,558 | $8.5M |
| Mutual Advisors, LLC | 0.25% | Reduce -1.9% | 65,146 | $8.4M |
| Wedbush Securities Inc. | 0.30% | Reduce -1.9% | 68,963 | $8.3M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -1.4% | 67,548 | $8.2M |
| Sterling Investment Advisors, Ltd. | 2.21% | Add +1.2% | 67,463 | $8.2M |
| White Lighthouse Investment Management Inc. | 1.57% | Reduce -2.9% | 67,228 | $8.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +0.0% | 66,689 | $8.1M |
| &partners | 0.35% | Add +7.5% | 66,383 | $8.0M |
| Advisory Services Network, LLC | 0.16% | Reduce -2.8% | 65,501 | $7.9M |
| Verus Financial Partners, Inc. | 0.91% | Reduce -13.2% | 64,906 | $7.9M |
| Old National Bancorp | 0.18% | Reduce -2.3% | 64,603 | $7.8M |
| Beaumont Financial Advisors, LLC | 0.62% | Reduce -0.7% | 64,408 | $7.8M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -0.5% | 63,291 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Add +15.4% | 62,352 | $7.5M |
| Raymond James Trust N.A. | 0.17% | Add +0.6% | 60,443 | $7.3M |
| Pinnacle Financial Group, LLC / IL | 3.01% | Add +2.4% | 58,167 | $7.0M |
| Amarillo National Bank | 1.34% | Reduce -1.9% | 58,022 | $7.0M |
| Edgewood Management LLC | 0.02% | Reduce -1.4% | 57,728 | $7.0M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -24.7% | 57,274 | $6.9M |
| Citizens Financial Group Inc. | 0.15% | Add +6.8% | 57,160 | $6.9M |
| HB Wealth Management, LLC | 0.08% | Add +1.4% | 56,759 | $6.9M |
| Balentine LLC | 0.31% | Reduce -13.5% | 56,114 | $6.8M |
| Wealth Management Associates, Inc. | 3.11% | No change | 54,850 | $6.6M |
| NorthCoast Asset Management LLC | 0.06% | Add +540.8% | 54,621 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -4.9% | 54,672 | $6.6M |
| DAVENPORT & Co LLC | 0.04% | Reduce -18.8% | 53,117 | $6.4M |
| Omega Financial Group, LLC | 2.56% | Reduce -3.8% | 52,203 | $6.3M |
| First United Bank & Trust | 2.35% | Add +0.5% | 52,107 | $6.3M |
| Smithfield Trust Co | 0.33% | Add +4.3% | 52,110 | $6.3M |
| KCM Investment Advisors LLC | 0.23% | Reduce -0.7% | 51,997 | $6.3M |
| Highland Capital Management, LLC | 0.35% | Reduce -0.6% | 49,030 | $5.9M |
| Carret Asset Management, LLC | 0.69% | Reduce -1.8% | 48,938 | $5.9M |
| Citadel Advisors | 0.01% | Reduce -43.1% | 48,530 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | — | 48,161 | $5.8M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +5.2% | 46,795 | $5.7M |
| SPC Financial, Inc. | 0.50% | Add +0.5% | 44,596 | $5.4M |
| Glenview Trust Co | 0.11% | Add +8.3% | 44,282 | $5.4M |
| Stelac Advisory Services LLC | 2.25% | Add +13.8% | 44,278 | $5.4M |
| New England Asset Management Inc. | 0.93% | No change | 44,150 | $5.3M |
| Mechanics Bank Trust Department | 0.76% | Reduce -3.6% | 43,974 | $5.3M |
| Cornerstone Advisors Asset Management, LLC | 1.49% | Reduce -9.4% | 43,650 | $5.3M |
| Rathbones Group PLC | 0.03% | Reduce -3.8% | 43,577 | $5.3M |
| Raab & Moskowitz Asset Management LLC | 1.41% | Add +23.0% | 42,844 | $5.2M |
| Burke & Herbert Bank & Trust Co. | 1.21% | New | 41,253 | $5.0M |
| FOCUS Wealth Advisors, LLC | 2.50% | Add +8.7% | 40,231 | $4.9M |
| Brown Advisory Inc. | 0.01% | Reduce -0.8% | 40,077 | $4.8M |
| TD Private Client Wealth LLC | 0.15% | Add +0.1% | 40,038 | $4.8M |
| Jackson, Grant Investment Advisers, Inc. | 1.95% | Add +0.2% | 39,828 | $4.8M |
| Callan Family Office, LLC | 0.91% | Reduce -2.4% | 39,184 | $4.7M |
| Ironwood Financial, llc | 1.05% | Reduce -0.0% | 38,732 | $4.7M |
| Eagle Bay Advisors LLC | 2.84% | No change | 38,710 | $4.7M |
| Nikulski Financial, Inc. | 1.49% | Add +2.2% | 38,645 | $4.7M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.9% | 38,611 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | Add +1.6% | 38,463 | $4.7M |
| LMG Wealth Partners, LLC | 1.16% | Reduce -0.3% | 38,300 | $4.6M |
| Flow Traders U.S. LLC | 0.23% | Add +1187.1% | 37,867 | $4.6M |
| Cornerstone Management, Inc. | 0.99% | Add +0.7% | 37,284 | $4.5M |
| Ferguson Wellman Capital Management, Inc. | 0.09% | Reduce -5.4% | 36,890 | $4.5M |
| GTS Securities LLC | 0.09% | Add +259.9% | 36,709 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -9.8% | 36,485 | $4.4M |
| IFG Advisory, LLC | 0.28% | Reduce -6.2% | 36,185 | $4.4M |
| Mendel Capital Management LLC | 2.82% | Reduce -3.2% | 36,020 | $4.4M |
| HRT Financial LP | 0.02% | Reduce -65.3% | 35,812 | $4.3M |
| Landaas & Co. /Wi | 1.31% | Reduce -5.0% | 35,632 | $4.3M |
| Integrated Advisors Network LLC | 0.22% | Reduce -5.5% | 35,026 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -5.5% | 34,878 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -5.5% | 34,878 | $4.2M |
| Joseph P. Lucia & Associates, LLC | 2.15% | Reduce -5.4% | 34,639 | $4.2M |
| LGL Partners, LLC | 0.61% | Add +0.7% | 34,336 | $4.2M |
| MV Capital Management, Inc. | 0.46% | Reduce -0.4% | 34,052 | $4.1M |
| Clearstead Advisors, LLC | 0.07% | Add +20.6% | 33,440 | $4.0M |
| Albion Financial Group | 0.30% | No change | 33,000 | $4.0M |
| Keebeck Wealth Management | 0.58% | Add +6.0% | 32,876 | $4.0M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -0.2% | 32,757 | $4.0M |
| One Wealth Advisors, LLC | 0.85% | Reduce -8.1% | 31,329 | $4.0M |
| Klingman & Associates, LLC | 0.27% | No change | 32,672 | $4.0M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.27% | Add +1.9% | 32,283 | $3.9M |
| Keybank National Association | 0.02% | Add +3.2% | 32,095 | $3.9M |
| Shulman DeMeo Asset Management LLC | 1.01% | Reduce -1.1% | 32,093 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -9.0% | 32,081 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -82.8% | 31,860 | $3.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -13.4% | 31,696 | $3.8M |
| Cwm, LLC | 0.02% | Reduce -6.0% | 31,674 | $3.8M |
| Millennium Capital Advisors, LLC | 2.54% | Add +0.0% | 31,631 | $3.8M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 31,629 | $3.8M |
| Graves Light Lenhart Wealth, Inc. | 0.43% | Reduce -0.1% | 31,461 | $3.8M |
| Granite FO LLC | 2.41% | Add +6.3% | 31,192 | $3.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.82% | Add +0.1% | 30,931 | $3.7M |
| Debussy Capital Management LP | 1.06% | Add +0.1% | 30,851 | $3.7M |
| Argent Advisors, Inc. | 1.47% | Add +3.6% | 30,670 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -8.3% | 30,386 | $3.7M |
| Arax Advisory Partners | 0.36% | Reduce -4.5% | 30,246 | $3.7M |
| Florin Court Capital LLP | 4.98% | Reduce -32.4% | 29,900 | $3.6M |
| FAS Wealth Partners, Inc. | 0.31% | Reduce -0.2% | 29,549 | $3.6M |
| Trilogy Capital Inc. | 0.19% | Reduce -63.4% | 29,418 | $3.6M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -10.9% | 29,326 | $3.5M |
| Prospera Financial Services Inc | 0.10% | Reduce -2.5% | 28,960 | $3.5M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -1.9% | 28,644 | $3.5M |
| Hancock Whitney Corp. | 0.12% | Add +1.0% | 28,281 | $3.4M |
| Wealth Quarterback LLC | 1.94% | Reduce -4.7% | 28,272 | $3.4M |
| Sonata Capital Group Inc. | 1.75% | Reduce -6.7% | 28,263 | $3.4M |
| Allworth Financial LP | 0.02% | Reduce -0.0% | 26,902 | $3.4M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.9% | 28,181 | $3.4M |
| Capital Fund Management S.A. | 0.04% | Add +79.8% | 28,154 | $3.4M |
| Flaharty Asset Management, LLC | 0.50% | Reduce -2.5% | 27,781 | $3.4M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -4.4% | 27,342 | $3.3M |
| First Commonwealth Financial Corp | 0.85% | Reduce -0.6% | 27,275 | $3.3M |
| Fifth Third Securities, Inc. | 0.30% | Add +1.1% | 26,939 | $3.3M |
| Principle Wealth Partners LLC | 0.25% | Add +6.1% | 26,737 | $3.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 26,395 | $3.2M |
| SVB Wealth LLC | 0.08% | Reduce -15.9% | 26,386 | $3.2M |
| Ieq Capital, LLC | 0.04% | Add +1.1% | 26,282 | $3.2M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +19.2% | 26,063 | $3.2M |
| GoalVest Advisory LLC | 1.00% | Reduce -14.5% | 25,974 | $3.1M |
| Narwhal Capital Management | 0.30% | Reduce -0.1% | 25,890 | $3.1M |
| Traynor Capital Management, Inc. | 0.26% | Reduce -7.0% | 25,631 | $3.1M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -0.1% | 25,586 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +84.8% | 25,554 | $3.1M |
| Guidance Point Advisors, LLC | 0.99% | Add +0.2% | 25,071 | $3.0M |
| JFS Wealth Advisors, LLC | 0.24% | Add +0.0% | 25,009 | $3.0M |
| Sigma Planning Corp | 0.10% | Reduce -16.3% | 24,985 | $3.0M |
| Argent Trust Co | 0.13% | Reduce -1.0% | 24,938 | $3.0M |
| International Assets Investment Management, LLC | 0.28% | Add +0.5% | 24,810 | $3.0M |
| Allen Investment Management, LLC | 0.04% | No change | 24,678 | $3.0M |
| Smith Shellnut Wilson LLC | 1.43% | No change | 24,431 | $3.0M |
| Summit Trail Advisors, LLC | 0.08% | Add +8.4% | 24,294 | $2.9M |
| Townsend Asset Management Corp. /NC/ | 1.13% | Add +60.4% | 24,121 | $2.9M |
| Composition Wealth, LLC | 0.07% | Reduce -7.3% | 24,068 | $2.9M |
| Simplex Trading, LLC | 0.09% | New | 23,924 | $2.9M |
| Mission Wealth Management, LP | 0.08% | Add +14.7% | 23,767 | $2.9M |
| Cabana LLC | 13.12% | New | 23,683 | $2.9M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +8.5% | 23,616 | $2.9M |
| Essex Financial Services, Inc. | 0.21% | Reduce -1.6% | 22,403 | $2.8M |
| Platte River Wealth Advisors, LLC | 0.79% | Reduce -2.1% | 23,359 | $2.8M |
| Simon Quick Advisors, LLC | 0.20% | No change | 23,208 | $2.8M |
| High Net Worth Advisory Group LLC | 0.85% | Reduce -2.0% | 23,142 | $2.8M |
| Flagstar Securities, Inc. | 0.77% | Add +1.6% | 23,082 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -25.6% | 22,980 | $2.8M |
| Joel Isaacson & Co., LLC | 0.15% | Add +0.0% | 22,827 | $2.8M |
| Kapstone Financial Advisors LLC | 1.80% | Reduce -2.4% | 22,715 | $2.7M |
| City Holding Co. | 0.40% | Reduce -4.0% | 22,624 | $2.7M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -2.9% | 22,424 | $2.7M |
| Haverford Trust Co | 0.03% | Reduce -5.6% | 22,409 | $2.7M |
| Fulton Bank, N.A. | 0.11% | Add +0.0% | 22,367 | $2.7M |
| Simplicity Wealth,LLC | 0.06% | Reduce -1.4% | 22,335 | $2.7M |
| Bensler, LLC | 0.36% | Reduce -8.0% | 22,249 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -3.8% | 22,202 | $2.7M |
| Global Trust Asset Management, LLC | 1.08% | Reduce -0.7% | 22,155 | $2.7M |
| Western Wealth Management, LLC | 0.20% | Reduce -4.1% | 22,130 | $2.7M |
| Mill Creek Capital Advisors, LLC | 0.07% | Reduce -3.4% | 22,119 | $2.7M |
| Arlington Trust Co LLC | 0.63% | Reduce 0.0% | 21,970 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.24% | Add +94.4% | 21,957 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -1.4% | 21,583 | $2.6M |
| Cypress Wealth Services, LLC | 0.58% | Reduce -4.9% | 21,566 | $2.6M |
| Scotia Capital Inc. | 0.02% | Reduce -5.1% | 21,550 | $2.6M |
| Hazlett, Burt & Watson, Inc. | 1.34% | Reduce -0.5% | 21,432 | $2.6M |
| Caerus Investment Advisors, LLC | 2.51% | Reduce -11.8% | 21,223 | $2.6M |
| Capital Analysts, LLC | 0.11% | Add +4.2% | 20,989 | $2.5M |
| Wolff Wiese Magana LLC | 2.02% | Add +0.1% | 20,979 | $2.5M |
| Banco de Sabadell, S.A | 1.85% | Add +6.2% | 20,846 | $2.5M |
| Operose Advisors LLC | 0.89% | Add +4.3% | 20,851 | $2.5M |
| Berkshire Asset Management LLC | 0.13% | Add +89.4% | 20,838 | $2.5M |
| Howland Capital Management LLC | 0.12% | Reduce -8.4% | 20,827 | $2.5M |
| Capital Advisory Group Advisory Services, LLC | 1.07% | Add +5.5% | 20,714 | $2.5M |
| Stonebridge Capital Advisors LLC | 0.22% | Reduce -21.8% | 20,613 | $2.5M |
| FineMark National Bank & Trust | 0.09% | Add +12.1% | 20,577 | $2.5M |
| IMS Capital Management | 1.16% | Reduce -6.1% | 19,152 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Add +31.0% | 20,543 | $2.5M |
| Sowell Financial Services LLC | 0.12% | Reduce -2.0% | 20,287 | $2.5M |
| Plancorp, LLC | 0.11% | No change | 20,151 | $2.4M |
| Gunma Bank,Ltd. | 2.02% | Reduce -80.0% | 20,000 | $2.4M |
| Monetary Management Group Inc. | 0.64% | No change | 20,000 | $2.4M |
| Valeo Financial Advisors, LLC | 0.08% | Add +0.1% | 19,889 | $2.4M |
| My Personal CFO, LLC | 1.28% | Reduce -8.3% | 19,817 | $2.4M |
| Financial Counselors Inc. | 0.04% | Add +1.9% | 19,718 | $2.4M |
| Stephens Inc. | 0.04% | Add +19.2% | 19,545 | $2.4M |
| Zhang Financial LLC | 0.16% | No change | 19,217 | $2.3M |
| Foundations Investment Advisors, LLC | 0.06% | Add +142.6% | 19,179 | $2.3M |
| Yeomans Consulting Group, Inc. | 0.90% | Reduce -0.7% | 19,179 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -9.9% | 19,047 | $2.3M |
| Corundum Trust Company, INC | 6.69% | — | 19,014 | $2.3M |
| Bouvel Investment Partners, LLC | 0.89% | Add +3.3% | 18,977 | $2.3M |
| Csenge Advisory Group | 0.13% | Reduce -6.7% | 18,887 | $2.3M |
| Atlas Private Wealth Advisors | 0.37% | Add +84.1% | 18,860 | $2.3M |
| Taylor Financial Group, Inc. | 1.75% | Add +8.3% | 18,854 | $2.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Reduce -0.9% | 18,595 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Add +1.3% | 18,320 | $2.2M |
| Hilltop Holdings Inc. | 0.26% | Add +3.5% | 18,302 | $2.2M |
| Principal Securities, Inc. | 0.06% | Add +4.6% | 18,051 | $2.2M |
| Oxbow Advisors, LLC | 0.26% | Reduce -6.6% | 17,935 | $2.2M |
| Fiducient Advisors LLC | 0.30% | Reduce -2.6% | 17,904 | $2.2M |
| Gryphon Financial Partners LLC | 0.32% | Reduce -0.5% | 17,900 | $2.2M |
| Weinberger Asset Management, Inc | 1.01% | Add +0.5% | 17,754 | $2.1M |
| Curi Capital, LLC | 0.05% | Add +0.4% | 17,590 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.13% | Reduce -5.6% | 17,378 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +93.1% | 17,316 | $2.1M |
| CMG Global Holdings, LLC | 1.38% | Add +1.2% | 17,204 | $2.1M |
| Aberdeen Wealth Management LLC | 1.40% | Reduce -0.8% | 17,146 | $2.1M |
| Mosaic Family Wealth Partners, LLC | 0.33% | Reduce -0.6% | 17,114 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -35.1% | 16,990 | $2.1M |
| Jmac Enterprises LLC | 0.36% | Add +1.4% | 16,933 | $2.0M |
| Park National Corp. | 0.08% | No change | 16,915 | $2.0M |
| Performa Ltd (US), LLC | 0.84% | No change | 16,899 | $2.0M |
| Sunbelt Securities, Inc. | 0.21% | Add +6.3% | 16,656 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.6% | 16,648 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +1.8% | 16,600 | $2.0M |
| Darden Wealth Group Inc | 1.20% | Reduce -2.6% | 16,407 | $2.0M |
| Peregrine Asset Advisers, Inc. | 0.78% | Reduce -0.3% | 16,304 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Add +0.0% | 16,286 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +6.7% | 16,283 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -67.5% | 16,247 | $2.0M |
| Sageworth Trust Co | 0.12% | Reduce -26.6% | 16,173 | $2.0M |
| Fulton Breakefield Broenniman LLC | 0.14% | Add +5.4% | 16,059 | $1.9M |
| Franklin Street Advisors Inc. | 0.14% | No change | 16,000 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -18.5% | 15,994 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -10.4% | 15,908 | $1.9M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -5.3% | 15,865 | $1.9M |
| Fernwood Investment Management, LLC | 0.60% | Add +0.1% | 15,840 | $1.9M |
| Salem Investment Counselors Inc. | 0.06% | Add +2.5% | 15,838 | $1.9M |
| Asset Management Group, Inc. | 0.29% | Reduce -1.9% | 15,738 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.31% | Reduce -0.2% | 15,726 | $1.9M |
| Peoples Bank | 1.48% | Add +0.0% | 15,726 | $1.9M |
| WASHINGTON TRUST Co | 0.07% | Add +4.4% | 15,722 | $1.9M |
| New South Capital Management Inc. | 0.08% | No change | 15,680 | $1.9M |
| Tempus Wealth Planning, LLC | 0.79% | Reduce -3.8% | 15,670 | $1.9M |
| Sax Wealth Advisors, LLC | 0.18% | Add +67.3% | 15,628 | $1.9M |
| Magnus Financial Group LLC | 0.21% | Add +2.3% | 15,610 | $1.9M |
| Householder Group Estate & Retirement Specialist, LLC | 0.53% | Reduce -29.4% | 15,597 | $1.9M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.6% | 15,459 | $1.9M |
| Parallel Advisors, LLC | 0.05% | Add +0.3% | 15,339 | $1.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -10.3% | 15,339 | $1.9M |
| Kaydan Wealth Management, Inc. | 0.66% | Reduce -2.9% | 15,290 | $1.8M |
| Eagle Strategies LLC | 0.35% | Reduce -25.6% | 15,277 | $1.8M |
| Cascade Financial Partners, LLC | 0.24% | Reduce -9.2% | 15,250 | $1.8M |
| Osborne Partners Capital Management, LLC | 0.11% | Reduce -7.7% | 15,205 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -5.8% | 15,085 | $1.8M |
| WealthBridge Capital Management, LLC | 0.60% | Add +4.5% | 15,081 | $1.8M |
| Cypress Capital Group | 0.22% | Reduce -8.0% | 15,066 | $1.8M |
| Union Savings Bank | 0.94% | Reduce -4.9% | 14,796 | $1.8M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.2% | 13,617 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -1.0% | 14,553 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +45.3% | 14,530 | $1.8M |
| Evercore Wealth Management, LLC | 0.03% | No change | 14,488 | $1.8M |
| Trifecta Capital Advisors, LLC | 0.39% | No change | 14,380 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Add +3.2% | 14,344 | $1.7M |
| NewEdge Wealth, LLC | 0.04% | Add +0.0% | 14,341 | $1.7M |
| Cozad Asset Management Inc. | 0.17% | Reduce -0.1% | 14,322 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +1.3% | 14,306 | $1.7M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -13.0% | 14,261 | $1.7M |
| Laurel Wealth Advisors LLC | 0.30% | Add +0.3% | 14,158 | $1.7M |
| Edge Capital Group, LLC | 0.08% | No change | 14,129 | $1.7M |
| Redmont Wealth Advisors LLC | 2.70% | No change | 14,111 | $1.7M |
| Investment Advisory Group, LLC | 0.66% | Reduce -6.5% | 14,041 | $1.7M |
| Smith Anglin Financial, LLC | 0.17% | Reduce -1.3% | 14,016 | $1.7M |
| Lanark Financial, Inc. | 0.15% | Reduce -0.7% | 13,997 | $1.7M |
| Private Capital Advisors, Inc. | 0.19% | No change | 13,975 | $1.7M |
| Venture Visionary Partners LLC | 0.08% | Add +3.5% | 13,973 | $1.7M |
| PFG Investments, LLC | 0.12% | Add +4.8% | 13,932 | $1.7M |
| Citigroup Inc. | 0.00% | Add +36.5% | 13,773 | $1.7M |
| Main Street Financial Solutions, LLC | 0.16% | Reduce -1.3% | 13,764 | $1.7M |
| First Horizon Advisors, Inc. | 0.05% | Reduce -9.0% | 13,669 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.63% | Reduce -1.2% | 13,629 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +14.5% | 13,617 | $1.6M |
| Summit Wealth Partners, LLC | 0.34% | Reduce -1.6% | 13,521 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +2.5% | 13,505 | $1.6M |
| Founders Financial Securities LLC | 0.15% | Add +73.9% | 13,466 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -0.1% | 13,450 | $1.6M |
| Providence First Trust Co | 0.73% | Add +0.1% | 13,335 | $1.6M |
| Pallas Capital Advisors LLC | 0.07% | Add +12.4% | 12,624 | $1.6M |
| Two Sigma Securities, LLC | 0.08% | New | 13,266 | $1.6M |
| Mascoma Wealth Management LLC | 0.43% | Reduce -25.5% | 13,261 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Add +37.1% | 13,123 | $1.6M |
| NCM Capital Management, LLC | 0.83% | No change | 13,118 | $1.6M |
| Waverly Advisors, LLC | 0.03% | Add +19.0% | 13,039 | $1.6M |
| Fidelis Capital Partners, LLC | 0.22% | Add +0.1% | 12,638 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.12% | Reduce -1.9% | 13,026 | $1.6M |
| Richwood Investment Advisors, LLC | 1.35% | Reduce -4.1% | 12,694 | $1.5M |
| Legacy Private Trust Co. | 0.11% | Reduce -0.4% | 12,669 | $1.5M |
| Adero Partners, LLC | 0.11% | No change | 12,630 | $1.5M |
| Simmons Bank | 0.12% | No change | 12,617 | $1.5M |
| Financial Advocates Investment Management | 0.09% | Reduce -2.7% | 12,401 | $1.5M |
| Precedent Wealth Partners, LLC | 0.60% | Reduce -0.3% | 12,306 | $1.5M |
| Choreo, LLC | 0.02% | Add +34.1% | 12,202 | $1.5M |
| Pinnacle Bancorp, Inc. | 0.43% | No change | 12,124 | $1.5M |
| Carnegie Investment Counsel | 0.05% | Reduce -0.9% | 12,060 | $1.5M |
| High Falls Advisors, Inc | 0.35% | Reduce -0.4% | 12,000 | $1.5M |
| Mma Asset Management LLC | 0.68% | Reduce -0.3% | 11,972 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.36% | Add +2.5% | 11,928 | $1.4M |
| Syntegra Private Wealth Group, LLC | 0.18% | Reduce -0.9% | 11,871 | $1.4M |
| Regal Investment Advisors LLC | 0.10% | Reduce -7.3% | 11,854 | $1.4M |
| BOK Financial Private Wealth, Inc. | 0.10% | Reduce -3.4% | 11,812 | $1.4M |
| Pinion Investment Advisors, LLC | 0.71% | Reduce -20.2% | 11,787 | $1.4M |
| Sterling Financial Group, Inc. | 0.64% | No change | 11,675 | $1.4M |
| Farmers National Bank | 0.42% | Reduce -1.8% | 11,624 | $1.4M |
| Keel Point, LLC | 0.13% | Reduce -10.0% | 10,997 | $1.4M |
| Vertex Planning Partners, LLC | 0.36% | Reduce -1.9% | 11,477 | $1.4M |
| Brighton Jones LLC | 0.05% | Reduce -6.9% | 11,430 | $1.4M |
| JMG Financial Group, Ltd. | 0.05% | Add +6.3% | 11,404 | $1.4M |
| WBH Advisory Inc. | 0.14% | Add +0.6% | 11,399 | $1.4M |
| Mission Creek Capital Partners, Inc. | 0.34% | Reduce -9.1% | 11,229 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -3.0% | 11,163 | $1.4M |
| Caldwell Trust Co | 0.15% | Reduce -1.8% | 11,107 | $1.3M |
| Keeley-Teton Advisors, LLC | 0.17% | No change | 11,078 | $1.3M |
| Unionview, LLC | 1.09% | Reduce -0.1% | 11,075 | $1.3M |
| Fox Hill Wealth Management | 0.82% | Reduce -0.4% | 11,063 | $1.3M |
| Glen Eagle Advisors, LLC | 0.24% | Reduce -2.6% | 11,057 | $1.3M |
| Whittier Trust Co. | 0.02% | No change | 11,034 | $1.3M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -3.8% | 10,934 | $1.3M |
| Tompkins Financial Corp. | 0.14% | No change | 10,918 | $1.3M |
| Welch & Forbes LLC | 0.02% | Add +4.5% | 10,764 | $1.3M |
| Asset Dedication, LLC | 0.09% | Reduce -0.0% | 10,688 | $1.3M |
| Edge Wealth Management LLC | 0.27% | Add +6.7% | 10,638 | $1.3M |
| Harbor Investment Advisory, LLC | 0.13% | Reduce -0.4% | 10,625 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -98.3% | 10,617 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -0.4% | 10,607 | $1.3M |
| Sound View Wealth Advisors Group, LLC | 0.13% | Reduce -0.2% | 10,594 | $1.3M |
| XML Financial, LLC | 0.13% | Add +1.9% | 10,578 | $1.3M |
| Blodgett Wealth Advisors, LLC | 1.08% | No change | 10,565 | $1.3M |
| Sugarloaf Wealth Management, LLC | 0.23% | Add +0.0% | 10,512 | $1.3M |
| Verdence Capital Advisors LLC | 0.11% | Add +0.1% | 10,422 | $1.3M |
| Journey Advisory Group, LLC | 0.15% | No change | 10,338 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +0.1% | 9,728 | $1.2M |
| World Investment Advisors | 0.08% | Add +64.9% | 10,282 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.82% | No change | 10,273 | $1.2M |
| Tyche Wealth Partners LLC | 0.30% | Reduce -2.9% | 10,256 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.12% | Reduce -3.0% | 10,251 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +12.5% | 10,200 | $1.2M |
| Smith, Moore & Co. | 0.13% | Add +4.1% | 10,181 | $1.2M |
| Invenio Wealth Partners LLC | 0.61% | Reduce -4.3% | 10,178 | $1.2M |
| Quantinno Capital Management LP | 0.02% | Reduce -1.0% | 10,163 | $1.2M |
| Dakota Wealth Management | 0.03% | Add +8.4% | 10,141 | $1.2M |
| Belpointe Asset Management LLC | 0.09% | Reduce -4.4% | 10,123 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | No change | 10,091 | $1.2M |
| Romano Brothers and Company | 0.17% | Reduce -3.7% | 10,068 | $1.2M |
| Performance Wealth Partners, LLC | 0.04% | Add +0.9% | 10,034 | $1.2M |
| MSH Capital Advisors LLC | 0.40% | Add +18.6% | 10,008 | $1.2M |
| David J Yvars Group | 0.75% | Add +0.2% | 9,964 | $1.2M |
| Independent Financial Group, LLC | 0.05% | Reduce -41.6% | 9,949 | $1.2M |
| waypoint wealth counsel | 0.92% | Reduce -1.4% | 9,905 | $1.2M |
| First National Trust Co | 0.05% | Reduce -4.8% | 9,887 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -29.5% | 9,864 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.16% | No change | 9,844 | $1.2M |
| Arkadios Wealth Advisors | 0.08% | Add +48.6% | 9,803 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Add +2.7% | 9,793 | $1.2M |
| Trust Point Inc. | 0.09% | No change | 9,775 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | Add +5.5% | 9,662 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -1.9% | 9,639 | $1.2M |
| Tiaa Trust, National Association | 0.00% | Reduce -1.7% | 9,606 | $1.2M |
| Marietta Investment Partners LLC | 0.26% | No change | 9,600 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +40.6% | 9,594 | $1.2M |
| Retirement Planning Co of New England, Inc. | 0.63% | Add +11.5% | 9,565 | $1.2M |
| Old North State Trust, LLC | 0.99% | Reduce -4.5% | 9,497 | $1.1M |
| Abbrea Capital, LLC | 0.15% | Reduce -2.1% | 9,473 | $1.1M |
| Investors Research Corp | 0.27% | Reduce -0.7% | 9,465 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.3% | 9,459 | $1.1M |
| Wealth Alliance, LLC | 0.15% | Add +66.1% | 9,457 | $1.1M |
| Occidental Asset Management, LLC | 0.20% | No change | 9,395 | $1.1M |
| Intrust Bank NA | 0.12% | No change | 9,384 | $1.1M |
| VAUGHAN & Co SECURITIES, INC. | 0.71% | No change | 9,348 | $1.1M |
| Independence Bank of Kentucky | 0.30% | No change | 9,205 | $1.1M |
| Virtue Capital Management, LLC | 0.19% | Reduce -12.0% | 8,732 | $1.1M |
| PFG Advisors | 0.07% | Reduce -2.1% | 9,167 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -7.2% | 9,048 | $1.1M |
| First Citizens Financial Corp | 0.65% | Reduce -1.6% | 9,040 | $1.1M |
| SignalPoint Asset Management, LLC | 0.29% | No change | 9,022 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.4% | 9,012 | $1.1M |
| MKT Advisors LLC | 0.54% | Reduce -5.2% | 9,041 | $1.1M |
| Citizens National Bank Trust Department | 0.24% | Reduce -3.4% | 8,986 | $1.1M |
| Rockbridge Investment Management, LCC | 0.15% | No change | 8,969 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -7.4% | 8,903 | $1.1M |
| Sculati Wealth Management, LLC | 0.46% | No change | 8,893 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 8,891 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.6% | 8,843 | $1.1M |
| Webster Bank, N. A. | 0.12% | No change | 8,733 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.54% | Reduce -9.0% | 8,723 | $1.1M |
| Platform Technology Partners | 0.36% | — | 8,698 | $1.1M |
| Continuum Advisory, LLC | 0.15% | Reduce -0.8% | 8,697 | $1.1M |
| Embree Financial Group | 0.20% | Reduce -15.8% | 8,679 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -2.9% | 8,525 | $1.0M |
| ARS Investment Partners, LLC | 0.10% | No change | 8,511 | $1.0M |
| Viewpoint Capital Management LLC | 0.63% | Reduce -1.6% | 8,500 | $1.0M |
| CBIZ Investment Advisory Services, LLC | 0.06% | Add +17.0% | 8,477 | $1.0M |
| First Nebraska Trust Co | 0.11% | Reduce -1.4% | 8,455 | $1.0M |
| O'ROURKE & COMPANY, Inc | 0.57% | Add +7.3% | 8,438 | $1.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -14.4% | 8,411 | $1.0M |
| Signet Financial Management, LLC | 0.14% | Add +0.1% | 8,302 | $1.0M |
| Chatham Capital Group, Inc. | 0.18% | No change | 8,298 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -9.2% | 8,247 | $998K |
| CRA Financial Services, LLC | 0.20% | Add +5.1% | 8,238 | $997K |
| IHT Wealth Management, LLC | 0.04% | Reduce -9.2% | 8,200 | $992K |
| Keudell/Morrison Wealth Management | 0.29% | No change | 8,155 | $987K |
| Country Club Bank | 0.07% | No change | 8,181 | $984K |
| Islay Capital Management, LLC | 0.70% | Reduce -3.3% | 8,035 | $972K |
| Lindbrook Capital, LLC | 0.09% | No change | 8,030 | $971K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +6.4% | 8,029 | $971K |
| Regent Peak Wealth Advisors LLC | 0.22% | Reduce -5.7% | 8,009 | $969K |
| Associated Banc-Corp | 0.03% | No change | 7,991 | $967K |
| Retirement Planning Group, LLC | 0.06% | Reduce -80.1% | 7,971 | $964K |
| Alterna Wealth Management, Inc. | 0.84% | New | 7,957 | $963K |
| Gentry Private Wealth, LLC | 0.84% | — | 7,941 | $961K |
| Squarepoint Ops LLC | 0.00% | Reduce -87.9% | 7,905 | $956K |
| Paulson Wealth Management Inc. | 0.28% | Reduce -7.3% | 7,900 | $956K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -6.6% | 7,892 | $955K |
| QRG Capital Management, Inc. | 0.01% | Reduce -8.0% | 7,822 | $946K |
| Dodds Wealth, LLC | 0.37% | Add +0.6% | 7,851 | $946K |
| Private Trust Co. NA | 0.10% | Reduce -1.6% | 7,808 | $945K |
| Archer Investment Corp | 0.27% | Reduce -3.8% | 7,758 | $939K |
| Planned Solutions, Inc. | 0.46% | Reduce -4.0% | 7,734 | $936K |
| Security National Bank of So Dak | 0.56% | No change | 7,730 | $935K |
| Winthrop Advisory Group LLC | 0.13% | Reduce -0.1% | 7,717 | $934K |
| Beacon Financial Advisory LLC | 0.35% | Add +6.1% | 7,688 | $930K |
| Legacy Trust | 0.23% | Add +23.3% | 7,679 | $929K |
| Apollon Financial, LLC | 0.30% | Reduce -5.0% | 7,603 | $920K |
| Optivise Advisory Services LLC | 0.49% | — | 7,571 | $916K |
| Patten & Patten Inc. | 0.06% | Reduce -1.7% | 7,567 | $915K |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -4.5% | 7,538 | $912K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -12.8% | 7,497 | $907K |
| Park Place Capital Corp | 0.29% | Reduce -10.8% | 7,486 | $906K |
| Wintrust Investments LLC | 0.07% | Add +2.2% | 7,484 | $905K |
| Bar Harbor Wealth Management | 0.06% | No change | 7,387 | $894K |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 7,386 | $894K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.2% | 7,375 | $892K |
| Ledyard National Bank | 0.09% | Reduce -2.7% | 7,353 | $890K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -0.2% | 7,375 | $888K |
| Sheets Smith Wealth Management | 0.11% | Reduce -1.3% | 7,324 | $886K |
| Independent Wealth Network Inc. | 0.41% | Reduce -4.6% | 7,312 | $885K |
| Koshinski Asset Management, Inc. | 0.08% | Add +13.2% | 7,327 | $882K |
| Choate Investment Advisors | 0.02% | Add +20.1% | 7,287 | $882K |
| Gould Asset Management LLC | 0.20% | Reduce -3.3% | 7,248 | $877K |
| Pettyjohn, Wood & White, Inc. | 0.17% | Add +330.1% | 7,205 | $872K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -72.2% | 7,147 | $865K |
| Two Sigma Investments, LP | 0.00% | Reduce -76.3% | 7,109 | $860K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.2% | 7,105 | $860K |
| River Wealth Advisors LLC | 0.12% | Reduce -26.2% | 7,063 | $854K |
| Cordgrass Capital Advisors, LLC | 0.27% | Add +0.0% | 7,060 | $854K |
| Thrive Capital Management, LLC | 0.39% | New | 7,058 | $854K |
| Thomasville National Bank | 0.07% | No change | 7,047 | $853K |
| Titleist Asset Management, LLC | 0.13% | Reduce -1.5% | 7,042 | $852K |
| Jupiter Wealth Management LLC | 0.45% | No change | 6,548 | $852K |
| Aprio Wealth Management, LLC | 0.15% | No change | 7,034 | $851K |
| Resonant Capital Advisors, LLC | 0.07% | No change | 7,000 | $847K |
| Dupree Financial Group, LLC | 0.41% | Add +0.8% | 6,987 | $845K |
| CVA Family Office, LLC | 0.15% | Add +3.5% | 6,974 | $844K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.9% | 6,970 | $843K |
| Modera Wealth Management, LLC | 0.01% | Add +5.2% | 6,903 | $835K |
| Roman Butler Fullerton & Co. | 0.27% | Reduce -3.0% | 6,838 | $832K |
| Lakeridge Wealth Management LLC | 0.50% | Add +1.7% | 6,874 | $832K |
| Leo Wealth, LLC | 0.08% | Reduce -5.7% | 6,855 | $829K |
| BIP Wealth, LLC | 0.07% | Add +37.2% | 6,782 | $821K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.7% | 6,740 | $815K |
| Harbour Investments, Inc. | 0.03% | Add +0.8% | 6,673 | $807K |
| Mairs & Power Inc. | 0.01% | No change | 6,645 | $804K |
| Daymark Wealth Partners, LLC | 0.04% | Add +153.2% | 6,588 | $797K |
| Quadcap Wealth Management, LLC | 0.14% | Add +3.3% | 6,563 | $794K |
| Squire Investment Management Company, LLC | 0.45% | Add +22.1% | 6,550 | $792K |
| Kades & Cheifetz LLC | 0.49% | Add +0.6% | 6,504 | $787K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 6,415 | $776K |
| Aspen Grove Capital, LLC | 0.18% | No change | 6,381 | $772K |
| Able Wealth Management LLC | 0.63% | Reduce -7.1% | 6,355 | $769K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.2% | 6,350 | $768K |
| SpiderRock Advisors, LLC | 0.02% | Add +21.1% | 6,313 | $764K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.5% | 6,262 | $758K |
| CENTRAL TRUST Co | 0.02% | No change | 6,251 | $756K |
| Greenleaf Trust | 0.01% | Add +8.7% | 6,247 | $756K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | Reduce -2.1% | 6,231 | $754K |
| HM Payson & Co. | 0.01% | Add +5.0% | 6,213 | $752K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.0% | 6,209 | $751K |
| W Advisors, LLC | 0.49% | Reduce -3.7% | 6,207 | $751K |
| Appleton Partners Inc. | 0.06% | No change | 6,184 | $748K |
| Jones Financial Companies LLLP | 0.00% | Add +446.2% | 6,172 | $747K |
| Chapin Davis, Inc. | 0.25% | Reduce -2.8% | 6,139 | $743K |
| ICONIQ Capital, LLC | 0.02% | Add +106.4% | 6,127 | $741K |
| Fort Point Capital Partners LLC | 0.10% | Add +5.6% | 6,121 | $740K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -5.8% | 6,119 | $740K |
| Pathway Financial Advisers, LLC | 0.27% | Add +1.4% | 6,137 | $740K |
| Aspiriant, LLC | 0.03% | No change | 6,104 | $738K |
| WealthTrust Axiom LLC | 0.24% | Reduce -0.3% | 6,095 | $737K |
| Wambolt & Associates, LLC | 0.21% | Reduce -12.3% | 6,123 | $737K |
| D. E. Shaw & Co. | 0.00% | New | 6,089 | $737K |
| Warner Financial, Inc. | 0.36% | Add +0.1% | 6,086 | $736K |
| Resolute Wealth Strategies, LLC | 0.42% | Reduce -1.1% | 6,075 | $735K |
| Fagan Associates, Inc. | 0.13% | Add +3.5% | 6,067 | $734K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -2.6% | 6,050 | $732K |
| DT Investment Partners, LLC | 0.06% | No change | 6,000 | $726K |
| Moors & Cabot, Inc. | 0.04% | Add +7.2% | 5,997 | $725K |
| Juncture Wealth Strategies, LLC | 0.30% | Reduce -4.4% | 5,985 | $724K |
| TruWealth Advisors, LLC | 0.05% | Reduce -2.4% | 5,949 | $720K |
| Camden National Bank | 0.11% | Add +31.6% | 5,930 | $717K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 5,884 | $712K |
| Spire Wealth Management | 0.03% | Add +16.2% | 5,866 | $710K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.1% | 5,863 | $709K |
| CIBC Asset Management Inc | 0.00% | Add +185.1% | 5,845 | $707K |
| Texas Yale Capital Corp. | 0.03% | No change | 5,795 | $701K |
| Steel Grove Capital Advisors, LLC | 0.10% | Reduce -37.2% | 5,794 | $701K |
| Marco Investment Management LLC | 0.06% | Reduce -0.3% | 5,766 | $698K |
| Portland Global Advisors LLC | 0.09% | Reduce -8.0% | 5,755 | $696K |
| Catalyst Financial Partners LLC | 0.15% | Reduce -24.7% | 5,754 | $696K |
| Wealth Dimensions Group, Ltd. | 0.20% | Add +2.7% | 5,725 | $693K |
| Mayport, LLC | 0.25% | Add +0.1% | 5,711 | $691K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.5% | 5,683 | $688K |
| Arrowroot Family Office, LLC | 0.44% | Reduce -42.0% | 5,673 | $686K |
| American National Bank & Trust | 0.09% | No change | 5,671 | $686K |
| United Community Bank | 0.28% | Reduce -0.3% | 5,652 | $684K |
| Guerra Pan Advisors, LLC | 0.57% | Reduce -0.4% | 5,633 | $682K |
| Avior Wealth Management, LLC | 0.03% | Reduce -9.7% | 5,615 | $679K |
| Kanawha Capital Management LLC | 0.05% | Add +6.1% | 5,614 | $679K |
| Pinnacle Family Advisors, LLC | 0.38% | Reduce -0.1% | 5,613 | $679K |
| Waldron Private Wealth LLC | 0.03% | Reduce -59.2% | 5,608 | $678K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 5,580 | $675K |
| Private Ocean, LLC | 0.06% | Add +21.9% | 5,568 | $674K |
| Inspire Trust Co, N.A. | 0.22% | No change | 5,554 | $672K |
| Montecito Bank & Trust | 0.14% | Reduce -1.2% | 5,553 | $672K |
| Alley Investment Management Company, LLC | 0.09% | Reduce -0.3% | 5,541 | $670K |
| Fortis Group Advisors, LLC | 0.13% | Add +1.2% | 5,510 | $667K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -12.4% | 5,502 | $666K |
| SouthState Bank Corp | 0.05% | No change | 5,450 | $659K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +23.1% | 5,448 | $659K |
| CapWealth Advisors, LLC | 0.08% | Add +0.0% | 5,433 | $657K |
| Good Life Advisors, LLC | 0.05% | Add +0.5% | 5,414 | $655K |
| LS Investment Advisors, LLC | 0.10% | Add +1.6% | 5,392 | $652K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 5,389 | $652K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +50.1% | 5,369 | $650K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.4% | 5,339 | $646K |
| KFG Wealth Management, LLC | 0.25% | Reduce -0.8% | 5,296 | $641K |
| Greenfield Savings Bank | 0.33% | Reduce -9.3% | 5,271 | $638K |
| Compass Ion Advisors, LLC | 0.09% | No change | 5,156 | $635K |
| Versant Capital Management, Inc | 0.16% | No change | 5,249 | $635K |
| M. Kulyk & Associates, LLC | 0.15% | Reduce -17.2% | 5,205 | $630K |
| Northeast Financial Consultants Inc | 0.03% | No change | 5,160 | $624K |
| Lodestar Private Asset Management LLC | 0.09% | Add +7.3% | 5,153 | $623K |
| Tudor Investment Corporation | 0.01% | New | 5,109 | $618K |
| Trust Co. of Toledo NA | 0.09% | Reduce -6.8% | 5,101 | $617K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.4% | 5,098 | $617K |
| Venturi Wealth Management, LLC | 0.04% | No change | 5,084 | $615K |
| Jackson Hole Capital Partners, LLC | 0.13% | No change | 5,044 | $610K |
| Centaurus Financial, Inc. | 0.04% | Reduce -15.7% | 5,015 | $607K |
| Evermay Wealth Management LLC | 0.10% | Reduce -0.8% | 5,015 | $607K |
| GAMCO Investors | 0.01% | No change | 5,000 | $605K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.4% | 4,982 | $603K |
| MGB Wealth Management, LLC | 0.23% | No change | 4,815 | $602K |
| Certuity, LLC | 0.05% | Reduce -1.5% | 4,976 | $602K |
| TCP Asset Management, LLC | 0.15% | Reduce -4.3% | 4,970 | $601K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Reduce -7.3% | 4,968 | $601K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +18.6% | 4,954 | $599K |
| Prio Wealth Limited Partnership | 0.02% | Reduce -0.6% | 4,945 | $598K |
| Realta Investment Advisors | 0.12% | Reduce -9.5% | 4,933 | $597K |
| Hurlow Wealth Management Group, Inc. | 0.20% | Reduce -4.4% | 4,928 | $596K |
| GeoWealth Management, LLC | 0.03% | New | 4,919 | $595K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -19.0% | 4,903 | $593K |
| Peddock Capital Advisors, LLC | 0.15% | Reduce -1.1% | 4,894 | $592K |
| Warwick Investment Management, Inc. | 0.14% | No change | 4,851 | $587K |
| HUB Investment Partners, LLC | 0.03% | Reduce -9.8% | 4,846 | $586K |
| Weatherly Asset Management L. P. | 0.05% | No change | 4,821 | $583K |
| Transform Wealth, LLC | 0.04% | Reduce -9.4% | 4,790 | $579K |
| BluePointe Capital Management, LLC | 0.39% | No change | 4,760 | $576K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Reduce -19.4% | 4,755 | $575K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.2% | 4,734 | $573K |
| Townsquare Capital LLC | 0.01% | Add +34.9% | 4,729 | $572K |
| FinTrust Capital Advisors, LLC | 0.10% | Add +16.6% | 4,714 | $570K |
| Keystone Wealth Services, LLC | 0.18% | Add +0.0% | 4,656 | $563K |
| Fonville Wealth Management LLC | 0.22% | Reduce -5.9% | 4,646 | $562K |
| First Manhattan Co. Llc. | 0.00% | Add +13.2% | 4,640 | $561K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -13.0% | 4,636 | $561K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.1% | 4,620 | $559K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.8% | 4,610 | $558K |
| Fusion Family Wealth, LLC | 0.06% | Add +1.3% | 4,562 | $552K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.79% | No change | 4,545 | $550K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 4,521 | $547K |
| G2 Capital Management, LLC / Oh | 0.17% | No change | 4,515 | $546K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +0.8% | 4,492 | $543K |
| New England Private Wealth Advisors LLC | 0.09% | Reduce -14.4% | 4,454 | $539K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -8.8% | 4,476 | $538K |
| Cahaba Wealth Management, Inc. | 0.05% | Reduce -2.2% | 4,441 | $537K |
| Stiles Financial Services Inc | 0.21% | Add +18.7% | 4,433 | $536K |
| Charles Schwab Trust Co | 0.05% | Reduce -16.7% | 4,428 | $536K |
| Summit Financial Strategies, Inc. | 0.07% | No change | 4,392 | $531K |
| Dearborn Partners LLC | 0.02% | Add +18.4% | 4,379 | $530K |
| AQR Capital Management | 0.00% | No change | 4,376 | $529K |
| Weaver Consulting Group | 0.18% | No change | 4,347 | $526K |
| Oxford Financial Group, LTD. LLC | 0.03% | No change | 4,338 | $525K |
| Total Clarity Wealth Management, Inc. | 0.18% | Reduce -6.5% | 4,337 | $525K |
| LexAurum Advisors, LLC | 0.13% | Add +0.2% | 4,334 | $524K |
| Selective Wealth Management, Inc. | 0.23% | Add +0.4% | 4,322 | $521K |
| Pps&v Asset Management Consultants, Inc. | 0.37% | Reduce -21.7% | 4,274 | $517K |
| TFB Advisors LLC | 0.17% | Add +24.5% | 4,267 | $516K |
| Fiduciary Group, LLC | 0.06% | No change | 4,264 | $516K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 4,254 | $515K |
| Rogco, LP | 0.21% | No change | 4,210 | $509K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -3.0% | 4,205 | $509K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -3.3% | 4,175 | $505K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Add +0.5% | 4,167 | $504K |
| Strategic Wealth Partners, Ltd. | 0.05% | No change | 4,153 | $502K |
| Integris Wealth Management, LLC | 0.14% | Reduce -0.8% | 4,136 | $500K |
| Secure Asset Management, LLC | 0.09% | Add +50.8% | 4,096 | $496K |
| TNF LLC | 0.18% | Add +0.2% | 3,874 | $494K |
| FC Advisory LLC | 0.18% | Add +0.5% | 4,043 | $489K |
| Neumann Capital Management, LLC | 0.17% | No change | 4,038 | $489K |
| Woodmont Investment Counsel LLC | 0.04% | Add +49.4% | 4,014 | $486K |
| Madrona Financial Services, LLC | 0.15% | Add +0.2% | 3,998 | $484K |
| Hoese & Co LLP | 0.42% | Reduce -7.8% | 3,885 | $484K |
| Nicolet Bankshares Inc. | 0.10% | Reduce -2.9% | 3,960 | $479K |
| Optimum Investment Advisors | 0.21% | Reduce -19.4% | 3,954 | $478K |
| Vermillion & White Wealth Management Group, LLC | 0.36% | No change | 3,950 | $478K |
| Schnieders Capital Management LLC | 0.10% | Reduce -2.5% | 3,948 | $478K |
| 1ST Source Bank | 0.03% | New | 3,948 | $478K |
| Monterey Private Wealth, Inc. | 0.18% | Reduce -33.6% | 3,929 | $475K |
| BBR Partners, LLC | 0.04% | Reduce -70.1% | 3,926 | $475K |
| Interchange Capital Partners, LLC | 0.17% | Add +13.1% | 3,923 | $475K |
| One Capital Management, LLC | 0.02% | Add +72.0% | 3,910 | $473K |
| Provident Wealth Management, LLC | 0.17% | New | 3,900 | $472K |
| SkyOak Wealth, LLC | 0.11% | Reduce -2.0% | 3,873 | $469K |
| Gratus Capital, LLC | 0.02% | Add +15.1% | 3,859 | $467K |
| Samalin Investment Counsel, LLC | 0.22% | Add +9.0% | 3,838 | $464K |
| Triangle Securities Wealth Management | 0.13% | No change | 3,825 | $463K |
| Global Retirement Partners, LLC | 0.01% | Reduce -20.0% | 3,777 | $457K |
| GFS Advisors, LLC | 0.07% | Reduce -94.6% | 195 | $456K |
| SeaCrest Wealth Management, LLC | 0.05% | No change | 3,713 | $449K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -13.9% | 3,700 | $448K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.03% | New | 3,700 | $448K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 3,592 | $446K |
| Bangor Savings Bank | 0.04% | Add +0.0% | 3,652 | $442K |
| Highview Capital Management LLC | 0.18% | Reduce -6.0% | 3,637 | $440K |
| Bull Street Advisors, LLC | 0.21% | No change | 3,625 | $439K |
| Regatta Capital Group, LLC | 0.09% | Add +9.0% | 3,625 | $439K |
| Red Tortoise LLC | 0.24% | Add +0.1% | 3,623 | $438K |
| Bellevue Asset Management, LLC | 0.24% | Add +0.1% | 3,611 | $437K |
| Leavell Investment Management, Inc. | 0.02% | No change | 3,600 | $436K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 3,600 | $436K |
| Waypoint Wealth Partners Inc. | 0.13% | No change | 3,585 | $434K |
| Birchcreek Wealth Management, LLC | 0.24% | Add +0.1% | 3,559 | $431K |
| Armor Investment Advisors, LLC | 0.20% | Reduce -16.8% | 3,549 | $429K |
| Busey Bank | 0.01% | Reduce -3.0% | 3,544 | $429K |
| HCR Wealth Advisors | 0.06% | Add +7.2% | 3,523 | $426K |
| Hexagon Capital Partners LLC | 0.09% | No change | 3,506 | $424K |
| Main Management LLC | 0.04% | No change | 3,505 | $424K |
| Bank of New Hampshire | 0.11% | No change | 3,500 | $423K |
| West Paces Advisors Inc. | 0.11% | No change | 3,494 | $423K |
| J. W. Coons Advisors, LLC | 0.08% | No change | 3,492 | $422K |
| Hantz Financial Services, Inc. | 0.01% | Add +28.9% | 3,486 | $422K |
| Navis Wealth Advisors, LLC | 0.48% | Add +12.8% | 3,484 | $421K |
| Providence Capital Advisors, LLC | 0.09% | Add +9.6% | 3,483 | $421K |
| Investment Partners, LTD. | 0.19% | Add +0.1% | 3,445 | $417K |
| Smith Thornton Advisors LLC | 0.31% | — | 3,433 | $415K |
| Carl P. Sherr & Co., LLC | 0.23% | No change | 3,432 | $415K |
| Caprock Group, LLC | 0.02% | Add +3.0% | 3,425 | $414K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 3,400 | $411K |
| Zions Bancorporation, N.A. | 0.03% | New | 3,390 | $410K |
| Compound Planning, Inc. | 0.03% | No change | 3,381 | $409K |
| Barrett & Company, Inc. | 0.18% | Add +27.2% | 3,345 | $405K |
| SlateStone Wealth, LLC | 0.04% | Add +25.8% | 3,336 | $404K |
| Mather Group, Llc. | 0.01% | Add +20.2% | 3,278 | $404K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Add +2.3% | 3,311 | $401K |
| Grassi Investment Management | 0.04% | Reduce -25.1% | 3,302 | $400K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.4% | 3,305 | $400K |
| Alerus Financial NA | 0.03% | No change | 3,304 | $400K |
| Insight Wealth Strategies, LLC | 0.06% | Reduce -1.6% | 3,301 | $399K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +3331.3% | 3,294 | $399K |
| Cambridge Advisors Inc. | 0.09% | No change | 3,290 | $398K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +5.7% | 3,290 | $398K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | No change | 3,288 | $398K |
| Lee Danner & Bass Inc. | 0.03% | — | 3,285 | $397K |
| ABLE Financial Group, LLC | 0.14% | New | 3,262 | $395K |
| Peak Planning Group, LLC | 0.19% | Add +48.9% | 3,261 | $395K |
| GYL Financial Synergies, LLC | 0.03% | Reduce -9.8% | 3,261 | $394K |
| Welch Group, LLC | 0.02% | Add +0.1% | 3,251 | $393K |
| Summit Financial, LLC | 0.02% | New | 3,244 | $392K |
| Sage Capital Management, LLC | 0.21% | Add +0.7% | 3,239 | $392K |
| Twele Capital Management, Inc. | 0.09% | No change | 3,233 | $391K |
| Parsons Capital Management Inc. | 0.03% | Reduce -23.7% | 3,223 | $390K |
| Palisade Asset Management, LLC | 0.04% | No change | 3,221 | $390K |
| Westmount Partners, LLC | 0.13% | Add +2.0% | 3,228 | $388K |
| Custom Portfolio Group LLC | 0.30% | Reduce -17.9% | 3,200 | $387K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +0.1% | 3,195 | $386K |
| Breakwater Capital Group | 0.09% | Add +2.0% | 3,193 | $386K |
| ProVise Management Group, LLC | 0.03% | Reduce -1.0% | 3,193 | $386K |
| Aspire Capital Advisors LLC | 0.13% | No change | 3,180 | $385K |
| Essex Bank | 0.10% | Add +0.9% | 3,167 | $383K |
| Sabal Trust CO | 0.02% | Reduce -8.7% | 3,145 | $380K |
| Northstar Group, Inc. | 0.07% | Reduce -1.0% | 3,126 | $378K |
| Phillips Financial Management, LLC | 0.03% | Reduce -38.5% | 3,093 | $374K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +76.5% | 3,076 | $372K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.1% | 3,069 | $371K |
| Future Financial Wealth Managment LLC | 0.33% | No change | 3,065 | $371K |
| Etfidea, LLC | 0.13% | Reduce -14.5% | 3,059 | $370K |
| Continuum Wealth Advisors, LLC | 0.19% | No change | 3,058 | $370K |
| Vision Capital Management, Inc. | 0.05% | No change | 3,049 | $369K |
| Montag A & Associates Inc. | 0.02% | No change | 3,047 | $369K |
| TrueWealth Advisors, LLC | 0.13% | No change | 3,000 | $363K |
| Davis R M Inc. | 0.01% | Reduce -5.1% | 2,999 | $363K |
| AF Advisors, Inc. | 0.07% | Reduce -9.4% | 2,984 | $361K |
| Thrive Wealth Management, LLC | 0.07% | Add +1.4% | 2,964 | $359K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 2,960 | $358K |
| O'Dell Group, LLC | 0.09% | No change | 2,891 | $356K |
| Trust Co. of Vermont | 0.02% | No change | 2,940 | $356K |
| First Hawaiian Bank | 0.01% | Reduce -14.7% | 2,940 | $356K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.15% | Add +40.6% | 2,914 | $353K |
| Sandy Spring Bank | 0.02% | Reduce -5.7% | 2,900 | $351K |
| Arbor Investment Advisors, LLC | 0.05% | No change | 2,883 | $349K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +0.8% | 2,882 | $349K |
| Fogel Capital Management, Inc. | 0.18% | No change | 2,870 | $347K |
| Gainplan LLC | 0.17% | Add +8.9% | 2,869 | $347K |
| Capital Market Strategies LLC | 0.22% | Reduce -10.6% | 2,869 | $347K |
| Wedmont Private Capital | 0.02% | No change | 2,772 | $347K |
| Procyon Advisors, LLC | 0.03% | No change | 2,862 | $346K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 2,810 | $346K |
| Vantage Investment Partners, LLC | 0.03% | Reduce -29.9% | 2,845 | $344K |
| Altus Wealth Group LLC | 0.17% | Reduce -1.8% | 2,831 | $343K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,829 | $342K |
| Obermeyer Wealth Partners | 0.02% | Reduce -1.6% | 2,819 | $341K |
| Dixon Fnancial Services, Inc. | 0.19% | Reduce -0.9% | 2,805 | $339K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +2.8% | 2,794 | $338K |
| Kiely Wealth Advisory Group, Inc. | 0.19% | Reduce -0.5% | 2,679 | $338K |
| CFM Wealth Partners LLC | 0.06% | No change | 2,784 | $337K |
| Sage Capital Advisors,llc | 0.10% | Add +0.8% | 2,779 | $336K |
| Founders Financial Alliance, LLC | 0.10% | Add +0.4% | 2,773 | $335K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -3.2% | 2,768 | $335K |
| Balanced Wealth Group LLC | 0.15% | Add +0.8% | 2,781 | $335K |
| PBMares Wealth Management LLC | 0.08% | No change | 2,763 | $334K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $333K |
| Coppell Advisory Solutions LLC | 0.05% | — | 2,732 | $331K |
| Orion Capital Management LLC | 0.17% | No change | 2,730 | $330K |
| Oakworth Capital, Inc. | 0.02% | Reduce -1.4% | 2,713 | $328K |
| Philadelphia Trust Co. | 0.03% | Add +0.6% | 2,713 | $328K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -15.6% | 2,710 | $328K |
| Brookstone Capital Management | 0.01% | Reduce -7.6% | 2,544 | $327K |
| Gsa Capital Partners LLP | 0.02% | Reduce -1.0% | 2,696 | $326K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.4% | 2,690 | $325K |
| LongView Wealth Management | 0.12% | Add +0.1% | 2,677 | $324K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.8% | 2,671 | $323K |
| Donald L. Hagan, LLC | 0.17% | No change | 2,670 | $323K |
| Biltmore Family Office, LLC | 0.06% | Add +31.8% | 2,667 | $323K |
| 9258 Wealth Management, LLC | 0.05% | Add +47.2% | 2,665 | $322K |
| Security National Bank of Sioux City Iowa | 0.23% | No change | 2,655 | $321K |
| Orleans Capital Management Corp. | 0.20% | No change | 2,650 | $321K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -3.1% | 2,648 | $320K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.1% | 2,644 | $320K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -6.9% | 2,645 | $318K |
| Wolverine Trading, LLC | 0.01% | New | 2,605 | $315K |
| Moss Adams Wealth Advisors LLC | 0.04% | Add +15.3% | 2,598 | $314K |
| Bessemer Group Inc. | 0.00% | Reduce -39.3% | 2,590 | $314K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,593 | $314K |
| BLB&B Advisors, LLC | 0.02% | Add +0.1% | 2,583 | $312K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -4.5% | 2,582 | $312K |
| CoreFirst Bank & Trust | 0.21% | Reduce -5.9% | 2,571 | $311K |
| Glassman Wealth Services | 0.06% | No change | 2,569 | $311K |
| Mystic Asset Management, Inc. | 0.12% | Add +0.4% | 2,553 | $309K |
| RMR Wealth Builders | 0.04% | Reduce -1.5% | 2,534 | $307K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,533 | $306K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 2,524 | $305K |
| Marquette Asset Management, LLC | 0.05% | No change | 2,508 | $303K |
| Pacific Sun Financial Corp | 0.18% | Reduce -0.4% | 2,502 | $303K |
| C2C Wealth Management, LLC | 0.30% | No change | 2,500 | $302K |
| Passive Capital Management, LLC. | 0.11% | New | 2,500 | $302K |
| Mengis Capital Management, Inc. | 0.06% | Reduce -2.0% | 2,500 | $302K |
| United Bank | 0.04% | Add +4.2% | 2,499 | $302K |
| My Legacy Advisors, LLC | 0.10% | Add +0.2% | 2,490 | $301K |
| Fiduciary Trust Co | 0.00% | Reduce -15.2% | 2,484 | $301K |
| Lane & Associates LLC | 0.18% | Add +0.1% | 2,483 | $300K |
| MRA Advisory Group | 0.17% | No change | 2,483 | $300K |
| Kingfisher Capital LLC | 0.07% | Add +0.2% | 2,480 | $300K |
| AllSquare Wealth Management LLC | 0.18% | No change | 2,476 | $300K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $299K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -3.3% | 2,465 | $298K |
| West Coast Financial LLC | 0.04% | No change | 2,456 | $297K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Reduce -4.4% | 2,452 | $297K |
| Indiana Trust & Investment Management Co | 0.11% | Add +132.6% | 2,449 | $296K |
| Ironwood Investment Counsel, LLC | 0.05% | No change | 2,445 | $296K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -2.4% | 2,423 | $293K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $293K |
| Journey Strategic Wealth LLC | 0.01% | Add +6.0% | 2,422 | $293K |
| Northwest Bancshares, Inc. | 0.05% | Add +0.2% | 2,416 | $292K |
| Northwest Investment Counselors, LLC | 0.07% | Add +19.3% | 2,409 | $291K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,403 | $291K |
| Carmichael Hill & Associates, Inc. | 0.12% | No change | 2,385 | $289K |
| Northwest Financial Advisors | 0.29% | Reduce -25.5% | 2,384 | $288K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | Reduce -34.3% | 2,368 | $286K |
| American Financial & Tax Strategies Inc. | 0.15% | No change | 2,366 | $286K |
| Semus Wealth Partners LLC | 0.22% | Reduce -12.2% | 2,349 | $284K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.8% | 2,346 | $284K |
| Emfo, LLC | 0.25% | No change | 2,344 | $284K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 2,342 | $283K |
| Pacific Center for Financial Services | 0.08% | Reduce -5.4% | 2,332 | $282K |
| Clarus Group, Inc. | 0.12% | No change | 2,329 | $282K |
| Access Financial Services, Inc. | 0.13% | Reduce -4.2% | 2,323 | $281K |
| Morgan Dempsey Capital Management LLC | 0.09% | New | 2,311 | $280K |
| Cobblestone Capital Advisors LLC | 0.02% | Reduce -30.1% | 2,305 | $279K |
| Castle Wealth Management LLC | 0.13% | No change | 2,300 | $278K |
| Rockland Trust Co. | 0.01% | Add +11.6% | 2,300 | $278K |
| Private Capital Management LLC | 0.05% | Reduce -16.4% | 2,274 | $275K |
| IRON Financial LLC | 0.15% | Add +0.3% | 2,264 | $274K |
| Allred Capital Management, LLC | 0.10% | Add +0.2% | 2,264 | $273K |
| Heritage Wealth Advisors | 0.01% | No change | 2,260 | $273K |
| American Institute for Advanced Investment Management, LLP | 0.21% | No change | 2,256 | $273K |
| RFG Advisory, LLC | 0.01% | Reduce -39.0% | 2,248 | $272K |
| Certified Advisory Corp | 0.03% | Reduce -28.6% | 2,240 | $271K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -10.6% | 2,237 | $271K |
| Gilman Hill Asset Management, LLC | 0.05% | Add +2.1% | 2,230 | $270K |
| Capital City Trust Co. | 0.07% | No change | 2,222 | $269K |
| WoodTrust Financial Corp | 0.04% | New | 2,213 | $268K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | New | 2,209 | $267K |
| Courage Miller Partners, LLC | 0.10% | No change | 2,208 | $267K |
| CFO4Life Group, LLC | 0.05% | No change | 2,200 | $266K |
| Capital Investment Counsel, LLC | 0.05% | Add +18.7% | 2,197 | $266K |
| Trivium Point Advisory, LLC | 0.04% | Add +22.6% | 2,180 | $264K |
| Avion Wealth | 0.07% | No change | 2,176 | $263K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -7.8% | 2,168 | $262K |
| LCNB Corp. | 0.10% | No change | 2,165 | $262K |
| Sterling Financial Planning, Inc. | 0.11% | No change | 2,165 | $262K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -1.3% | 2,152 | $260K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 2,150 | $260K |
| UMB Bank, n.a. | 0.00% | No change | 2,150 | $260K |
| Hoffman, Alan N Investment Management | 0.13% | No change | 2,134 | $258K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 2,131 | $258K |
| Quent Capital, LLC | 0.03% | No change | 2,122 | $257K |
| First Western Trust Bank | 0.01% | No change | 2,116 | $256K |
| Rockwood Wealth Management, LLC | 0.03% | New | 2,101 | $254K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 2,100 | $254K |
| Blue Trust, Inc. | 0.00% | No change | 2,053 | $253K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -46.8% | 2,087 | $252K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 2,079 | $251K |
| Breakwater Investment Management | 0.11% | No change | 2,072 | $251K |
| Augustine Asset Management Inc. | 0.10% | Add +0.8% | 2,070 | $250K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.3% | 2,063 | $249K |
| Piscataqua Savings Bank | 0.22% | No change | 2,060 | $249K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.1% | 2,059 | $249K |
| Hixon Zuercher, LLC | 0.10% | No change | 2,056 | $249K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -9.7% | 2,052 | $248K |
| Bluespring Wealth Management, LLC | 0.03% | Add +0.3% | 2,050 | $248K |
| First American Bank | 0.02% | No change | 2,050 | $248K |
| Northeast Investment Management | 0.01% | No change | 2,047 | $248K |
| MainStreet Investment Advisors LLC | 0.03% | Reduce -49.3% | 2,045 | $247K |
| Staley Capital Advisers Inc. | 0.01% | No change | 2,041 | $247K |
| Greytown Advisors Inc. | 0.14% | No change | 2,040 | $247K |
| Renasant Bank | 0.17% | Reduce -24.6% | 2,030 | $246K |
| Capital Advisors Inc. | 0.01% | Add +0.2% | 2,028 | $245K |
| WFA of San Diego, LLC | 0.22% | — | 2,026 | $245K |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.2% | 2,024 | $245K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,008 | $243K |
| Institute for Wealth Management, LLC. | 0.03% | Add +12.7% | 2,006 | $243K |
| Measured Wealth Private Client Group, LLC | 0.09% | No change | 2,004 | $242K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.3% | 2,003 | $242K |
| Gridiron Partners, LLC | 0.15% | No change | 2,000 | $242K |
| Bantamac Capital, LLC | 0.14% | No change | 2,000 | $242K |
| NBT Bank, N.A. | 0.02% | No change | 1,999 | $242K |
| Hills Bank & Trust Co | 0.02% | Reduce -16.9% | 1,989 | $241K |
| Merit Financial Group, LLC | 0.01% | Add +7.2% | 1,987 | $240K |
| Parkside Financial Bank & Trust | 0.04% | No change | 1,984 | $240K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.1% | 1,978 | $239K |
| Ascent Group, LLC | 0.02% | Reduce -33.0% | 1,977 | $239K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $239K |
| Denver Wealth Management, Inc. | 0.12% | Add +0.3% | 1,973 | $239K |
| StoneX Group Inc. | 0.02% | Reduce -12.9% | 1,969 | $238K |
| Vicus Capital | 0.02% | Add +11.9% | 1,965 | $238K |
| Sterling Wealth Management, Inc. | 0.11% | No change | 1,961 | $237K |
| St Germain D J Co. Inc. | 0.01% | Add +24.1% | 1,960 | $237K |
| Waters Parkerson & Co., LLC | 0.01% | Reduce -2.5% | 1,960 | $237K |
| Evergreen Capital Management LLC | 0.01% | New | 1,952 | $236K |
| Cedar Wealth Management, LLC | 0.08% | No change | 1,944 | $235K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +14.8% | 1,944 | $235K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -0.3% | 1,940 | $235K |
| Zacks Investment Management | 0.00% | Add +0.1% | 1,937 | $234K |
| Calton & Associates, Inc. | 0.12% | Reduce -0.1% | 1,937 | $234K |
| Cora Capital Advisors LLC | 0.12% | No change | 1,935 | $234K |
| Valley National Advisers Inc. | 0.03% | Reduce -28.1% | 1,939 | $234K |
| Legacy Advisors, LLC | 0.03% | No change | 1,924 | $233K |
| Dudley Capital Management, LLC | 0.13% | No change | 1,900 | $230K |
| Interactive Financial Advisors, Inc. | 0.13% | Add +0.3% | 1,898 | $230K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -9.6% | 1,890 | $229K |
| Lauterbach Financial Advisors, LLC | 0.15% | No change | 1,790 | $228K |
| Southland Equity Partners LLC | 0.07% | Reduce -42.4% | 1,887 | $228K |
| Allegheny Financial Group | 0.07% | New | 1,887 | $228K |
| Next Level Private LLC | 0.10% | No change | 1,881 | $228K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,878 | $227K |
| Colonial Trust Co / SC | 0.04% | No change | 1,878 | $227K |
| Headinvest, LLC | 0.04% | No change | 1,870 | $226K |
| Benedict Financial Advisors Inc. | 0.06% | Add +2.6% | 1,856 | $225K |
| Fermata Advisors, LLC | 0.05% | Reduce -95.5% | 1,851 | $224K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | Reduce -18.9% | 1,848 | $224K |
| Edgestream Partners, L.P. | 0.01% | New | 1,846 | $223K |
| Rothschild Investment LLC | 0.02% | No change | 1,840 | $223K |
| Sterling Investment Advisors LLC | 0.14% | Add +0.4% | 1,839 | $223K |
| Sard Wealth Management Group, LLC | 0.16% | Reduce -95.9% | 1,833 | $222K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 1,829 | $221K |
| Accredited Investors Inc. | 0.01% | No change | 1,824 | $221K |
| KPP Advisory Services LLC | 0.06% | No change | 1,823 | $221K |
| Capital Investment Counsel, Inc | 0.03% | Add +12.8% | 1,803 | $218K |
| Colonial Trust Advisors | 0.02% | Add +2.9% | 1,786 | $216K |
| First Foundation Advisors | 0.01% | Reduce -12.0% | 1,782 | $216K |
| Motco | 0.01% | No change | 1,775 | $215K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -30.1% | 1,775 | $215K |
| Anchor Investment Management, LLC | 0.02% | Add +0.1% | 1,770 | $214K |
| Advisors Capital Management, LLC | 0.00% | New | 1,765 | $214K |
| Gray Private Wealth, LLC | 0.14% | No change | 1,768 | $214K |
| Carderock Capital Management Inc. | 0.06% | No change | 1,766 | $214K |
| Latitude Advisors, LLC | 0.13% | Reduce -9.6% | 1,762 | $213K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 1,754 | $212K |
| Columbia Bank | 0.08% | No change | 1,750 | $212K |
| Rise Advisors, LLC | 0.11% | Add +2.8% | 1,749 | $212K |
| Cairn Investment Group, Inc. | 0.12% | No change | 1,742 | $211K |
| Walleye Trading LLC | 0.00% | Reduce -74.2% | 1,737 | $210K |
| LJI Wealth Management, LLC | 0.05% | No change | 1,737 | $210K |
| Capasso Planning Partners LLC | 0.07% | Add +0.7% | 1,733 | $210K |
| Treynor Bancshares, Inc. | 0.22% | Reduce -9.6% | 1,731 | $209K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,721 | $208K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 1,719 | $208K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.1% | 1,719 | $208K |
| North Star Asset Management Inc. | 0.01% | No change | 1,710 | $207K |
| Relyea Zuckerberg Hanson LLC | 0.03% | No change | 1,709 | $207K |
| Northstar Advisory Group, LLC | 0.12% | Add +0.2% | 1,709 | $207K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,705 | $206K |
| Hoylecohen, LLC | 0.02% | Reduce -2.2% | 1,698 | $205K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 1,695 | $205K |
| GW&K Investment Management, LLC | 0.00% | New | 1,693 | $205K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 1,690 | $204K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,685 | $204K |
| GM Advisory Group, LLC | 0.01% | New | 1,680 | $203K |
| Heritage Financial Services, LLC | 0.03% | No change | 1,680 | $203K |
| Carson Advisory Inc. | 0.14% | No change | 1,679 | $203K |
| Francis Financial, Inc. | 0.06% | No change | 1,675 | $203K |
| Middleton & Co. Inc. | 0.02% | New | 1,675 | $203K |
| Kovack Advisors, Inc. | 0.02% | Reduce -10.3% | 1,672 | $202K |
| Dentgroup LLC | 0.16% | Reduce -3.1% | 1,670 | $202K |
| Tritonpoint Wealth, LLC | 0.02% | New | 1,669 | $202K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,667 | $202K |
| Godsey & Gibb, Inc. | 0.02% | New | 1,665 | $201K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,665 | $201K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | Add +73.1% | 1,658 | $201K |
| Signaturefd, LLC | 0.00% | Reduce -6.3% | 1,637 | $198K |
| Highline Wealth Partners LLC | 0.07% | No change | 1,490 | $180K |
| Ancora Advisors LLC | 0.00% | No change | 1,475 | $178K |
| Element Wealth, LLC | 0.10% | Add +2.3% | 1,431 | $173K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 1,400 | $169K |
| Widmann Financial Services, Inc. | 0.14% | New | 1,378 | $167K |
| Adirondack Trust Co. | 0.06% | No change | 1,300 | $157K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.2% | 1,295 | $157K |
| Tortoise Investment Management, LLC | 0.02% | Add +17.0% | 1,285 | $155K |
| Larson Financial Group LLC | 0.01% | Add +712.7% | 1,284 | $155K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,281 | $155K |
| Nvwm, LLC | 0.04% | No change | 1,267 | $153K |
| Concord Wealth Partners | 0.03% | Add +0.8% | 1,263 | $153K |
| LRI Investments, LLC | 0.02% | No change | 1,255 | $152K |
| First Financial Corp. | 0.08% | No change | 1,255 | $152K |
| Farther Finance Advisors, LLC | 0.01% | Add +68.0% | 1,255 | $151K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $149K |
| Annapolis Financial Services, LLC | 0.05% | No change | 1,200 | $145K |
| Crewe Advisors LLC | 0.02% | Add +3.3% | 1,197 | $145K |
| Riverview Trust Co | 0.14% | No change | 1,196 | $145K |
| TCTC Holdings, LLC | 0.00% | No change | 1,175 | $142K |
| Westend Capital Management, LLC | 0.05% | No change | 1,180 | $142K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,173 | $142K |
| Front Row Advisors LLC | 0.05% | Reduce -2.9% | 1,149 | $139K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -57.0% | 1,145 | $139K |
| Missouri Trust & Investment Co | 0.05% | No change | 1,125 | $136K |
| CNB Bank | 0.06% | No change | 1,102 | $133K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,100 | $133K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $132K |
| Matrix Private Capital Group LLC | 0.08% | No change | 1,093 | $132K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +0.7% | 1,085 | $131K |
| FPC Investment Advisory, Inc. | 0.12% | No change | 1,010 | $130K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -33.3% | 1,066 | $129K |
| Integrity Financial Corp | 0.08% | Reduce -8.7% | 1,050 | $127K |
| FWL Investment Management, LLC | 0.06% | Reduce -3.3% | 1,015 | $123K |
| Balefire, LLC | 0.04% | Reduce -3.3% | 1,015 | $123K |
| Dunhill Financial, LLC | 0.08% | Add +0.2% | 1,010 | $122K |
| Key Financial Inc | 0.03% | Reduce -25.6% | 1,003 | $121K |
| Investment Research & Advisory Group, Inc. | 0.05% | No change | 1,000 | $121K |
| WFA Asset Management Corp | 0.07% | Reduce -80.0% | 1,000 | $121K |
| Pittenger & Anderson Inc. | 0.00% | No change | 983 | $119K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.7% | 961 | $116K |
| Hanson & Doremus Investment Management | 0.02% | No change | 932 | $113K |
| Financial Network Wealth Advisors LLC | 0.08% | New | 932 | $113K |
| Icon Wealth Advisors, LLC | 0.01% | New | 839 | $109K |
| Old Second National Bank of Aurora | 0.03% | No change | 900 | $109K |
| Grand Wealth Management, LLC | 0.06% | No change | 899 | $109K |
| AlphaMark Advisors, LLC | 0.04% | Reduce -7.8% | 890 | $108K |
| Global Financial Private Client, LLC | 0.04% | No change | 868 | $105K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 863 | $104K |
| Strengthening Families & Communities, LLC | 0.03% | New | 860 | $104K |
| Bray Capital Advisors | 0.03% | No change | 837 | $101K |
| Gen-Wealth Partners Inc | 0.05% | No change | 823 | $100K |
| WealthShield Partners, LLC | 0.02% | Add +1.9% | 822 | $99K |
| Quadrant Capital Group LLC | 0.01% | No change | 815 | $99K |
| Davis Capital Management | 0.09% | No change | 813 | $98K |
| Country Trust Bank | 0.00% | No change | 785 | $95K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +2.7% | 756 | $91K |
| Banque Cantonale Vaudoise | 0.00% | No change | 725 | $88K |
| Olistico Wealth, LLC | 0.06% | New | 713 | $86K |
| MCF Advisors LLC | 0.01% | No change | 701 | $85K |
| Ashton Thomas Securities, LLC | 0.02% | — | 689 | $83K |
| Planning Capital Management Corp | 0.06% | No change | 679 | $82K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 667 | $81K |
| West Oak Capital, LLC | 0.03% | No change | 650 | $79K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -16.0% | 640 | $77K |
| Hobbs Group Advisors, LLC | 0.03% | — | 635 | $77K |
| Accordant Advisory Group Inc | 0.07% | No change | 633 | $77K |
| 1832 Asset Management L.P. | 0.00% | New | 604 | $73K |
| Creekmur Asset Management LLC | 0.02% | Add +0.2% | 591 | $72K |
| Centerpoint Advisors, LLC | 0.03% | No change | 590 | $71K |
| Schroder Investment Management Group | 0.00% | No change | 570 | $69K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 552 | $68K |
| Friedenthal Financial | 0.04% | Add +1.3% | 560 | $68K |
| Clearstead Trust, LLC | 0.02% | No change | 560 | $68K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 541 | $67K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $66K |
| Tidemark, LLC | 0.03% | Reduce -41.6% | 532 | $64K |
| City State Bank | 0.03% | No change | 530 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 482 | $63K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 500 | $60K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 500 | $60K |
| Financial Connections Group, Inc. | 0.03% | New | 497 | $60K |
| Gradient Investments LLC | 0.00% | Add +0.2% | 493 | $60K |
| Fortitude Family Office, LLC | 0.03% | No change | 490 | $59K |
| MilWealth Group LLC | 0.02% | No change | 487 | $59K |
| NFSG Corp | 0.02% | Add +0.6% | 486 | $59K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $58K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 468 | $57K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.4% | 458 | $55K |
| MTM Investment Management, LLC | 0.02% | No change | 450 | $54K |
| First PREMIER Bank | 0.01% | No change | 447 | $54K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -2.6% | 442 | $53K |
| Sound Income Strategies, LLC | 0.00% | Add +266.7% | 440 | $53K |
| Richardson Financial Services Inc. | 0.04% | No change | 419 | $51K |
| Compass Wealth Management LLC | 0.01% | No change | 416 | $50K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -87.2% | 403 | $49K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $48K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 389 | $47K |
| American Capital Advisory, LLC | 0.03% | Reduce -73.6% | 401 | $47K |
| Horizons Wealth Management | 0.04% | No change | 360 | $46K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -71.0% | 368 | $45K |
| Fairman Group, LLC | 0.05% | Add +0.3% | 371 | $45K |
| Russell Investments Group, Ltd. | 0.00% | New | 360 | $44K |
| Legacy Bridge, LLC | 0.03% | No change | 350 | $42K |
| First Personal Financial Services | 0.01% | No change | 350 | $42K |
| Advanced Asset Management Advisors Inc | 0.01% | Reduce -1.4% | 348 | $42K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -82.9% | 333 | $40K |
| Triad Wealth Partners, LLC | 0.02% | New | 333 | $40K |
| Clean Yield Group | 0.01% | Reduce -31.4% | 328 | $40K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 318 | $38K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 311 | $38K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 314 | $38K |
| Flputnam Investment Management Co. | 0.00% | New | 314 | $38K |
| Rain Capital Management, LLC | 0.03% | No change | 298 | $37K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 300 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $36K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 300 | $36K |
| Family Firm, Inc. | 0.01% | New | 295 | $36K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $35K |
| Peoples Financial Services Corp. | 0.02% | Add +462.0% | 281 | $34K |
| Financial Freedom, LLC | 0.02% | Reduce -16.2% | 279 | $34K |
| West Financial Advisors, LLC | 0.01% | No change | 273 | $33K |
| ORG Partners LLC | 0.00% | New | 264 | $32K |
| Tyler-Stone Wealth Management | 0.01% | No change | 250 | $30K |
| Syntrinsic LLC | 0.01% | No change | 250 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 246 | $30K |
| Chilton Capital Management LLC | 0.00% | Reduce -65.7% | 245 | $30K |
| Beacon Capital Management, LLC | 0.01% | No change | 245 | $30K |
| CGC Financial Services, LLC | 0.01% | No change | 238 | $29K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $28K |
| Addison Advisors LLC | 0.01% | Add +107.1% | 232 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 232 | $28K |
| JDM Financial Group LLC | 0.02% | No change | 225 | $27K |
| Trust Co | 0.00% | No change | 220 | $27K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 210 | $25K |
| JNBA Financial Advisors | 0.00% | No change | 204 | $25K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 192 | $24K |
| Rice Partnership, LLC | 0.01% | No change | 200 | $24K |
| Avalon Trust Co | 0.00% | No change | 200 | $24K |
| Cyrus J. Lawrence, LLC | 0.00% | No change | 200 | $24K |
| Ransom Advisory, Ltd | 0.01% | Add +111.1% | 190 | $23K |
| Main Street Group, LTD | 0.01% | Reduce -77.7% | 187 | $22K |
| McIlrath & Eck, LLC | 0.00% | No change | 176 | $21K |
| Kozak & Associates, Inc. | 0.01% | Add +0.6% | 171 | $21K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 165 | $20K |
| Y.D. More Investments Ltd | 0.00% | No change | 165 | $20K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +0.8% | 131 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $17K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +0.7% | 143 | $17K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $17K |
| Transcendent Capital Group LLC | 0.01% | Add +0.7% | 139 | $17K |
| TFC Financial Management, Inc. | 0.00% | Add +0.8% | 133 | $16K |
| Family Manage LLC | 0.00% | No change | 131 | $16K |
| Grove Bank & Trust | 0.00% | No change | 126 | $15K |
| Tsfg, LLC | 0.00% | No change | 126 | $15K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -54.1% | 117 | $14K |
| Advisors Asset Management, Inc. | 0.00% | No change | 117 | $14K |
| Financial Perspectives, Inc | 0.01% | No change | 115 | $14K |
| Hartford Financial Management Inc. | 0.00% | No change | 110 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $13K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.9% | 106 | $13K |
| PSI Advisors, LLC | 0.00% | Add +1.0% | 102 | $12K |
| First Community Trust NA | 0.01% | No change | 100 | $12K |
| Chris Bulman Inc | 0.01% | — | 100 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $12K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 90 | $11K |
| Silicon Valley Capital Partners | 0.00% | No change | 88 | $11K |
| Manchester Capital Management LLC | 0.00% | Reduce -99.4% | 85 | $10K |
| Robbins Farley | 0.00% | No change | 75 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 75 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 75 | $9K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 71 | $9K |
| Hanseatic Management Services Inc. | 0.01% | No change | 67 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 61 | $7K |
| Voisard Asset Management Group, Inc. | 0.00% | Add +10.0% | 55 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 53 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 50 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 48 | $6K |
| Aspire Wealth Management Corp | 0.00% | No change | 48 | $6K |
| Broadwater Capital Management LLC | 0.00% | No change | 42 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $3K |
| Bfsg, LLC | 0.00% | Reduce -54.5% | 25 | $3K |
| Cypress Capital, LLC | 0.00% | New | 20 | $2K |
| M&R Capital Management Inc. | 0.00% | No change | 20 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| New Millennium Group LLC | 0.00% | New | 17 | $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 |
| Costello Asset Management, INC | 0.00% | No change | 4 | $484 |
| Hoey Investments, Inc. | 0.00% | No change | 4 | $484 |
| Horizon Investments, LLC | 0.00% | New | 2 | $242 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $121 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -74.1% | 120 | $56 |
| 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.