iShares Select Dividend ETFDVYETF
13F holders, Q3 2024 (September 30)1,256holders +39
87new positions
48sold out
5famous investors
$135.00avg. 13F price*
At the end of Q3 2024, 1,256 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 39 from Q2 2024. 87 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($839.2M) and PNC Financial Services Group, Inc. ($521.6M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $211.7M |
| Exits | 48 | $23.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,733,334 shares bought and 2,373,892 shares sold, net +359,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,256 holders
| Bank of America Corp. | 0.10% | Add +2.1% | 8,328,213 | $1.1B |
| Morgan Stanley | 0.06% | Add +0.8% | 6,213,222 | $839.2M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -0.8% | 3,861,410 | $521.6M |
| Wells Fargo & Company | 0.12% | Add +0.4% | 3,692,195 | $498.7M |
| Northern Trust Corp. | 0.07% | Reduce -2.2% | 2,956,656 | $399.4M |
| Royal Bank of Canada | 0.07% | Reduce -3.5% | 2,246,584 | $303.4M |
| Bank of New York Mellon Corp | 0.05% | Reduce -4.3% | 1,868,554 | $252.4M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -0.3% | 1,549,343 | $209.3M |
| LPL Financial LLC | 0.09% | Add +4.6% | 1,465,825 | $198.0M |
| JPMorgan Chase & Co. | 0.01% | Add +0.5% | 1,380,841 | $186.5M |
| US Bancorp \de | 0.20% | Reduce -3.1% | 1,160,186 | $156.7M |
| Truist Financial Corp. | 0.24% | Reduce -2.6% | 1,150,572 | $155.4M |
| UBS Group AG | 0.04% | Reduce -2.1% | 1,029,814 | $139.1M |
| Howard Capital Management, LLC | 2.19% | New | 984,600 | $133.0M |
| Bank of Montreal | 0.05% | Reduce -2.4% | 788,028 | $106.2M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -0.1% | 718,334 | $97.0M |
| Northside Capital Management, LLC | 14.39% | Add +0.0% | 681,466 | $92.0M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.2% | 641,824 | $86.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -1.4% | 616,392 | $83.3M |
| Raymond James & Associates | 0.05% | Add +2.9% | 584,439 | $78.9M |
| Comerica Bank | 0.26% | Reduce -1.5% | 484,054 | $65.4M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 477,317 | $64.4M |
| Rockefeller Capital Management L.P. | 0.15% | Add +0.5% | 403,745 | $54.5M |
| Mariner, LLC | 0.10% | Add +1.6% | 398,318 | $53.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.4% | 390,367 | $52.7M |
| Cetera Investment Advisers | 0.11% | Add +4.2% | 385,626 | $52.1M |
| Exchange Traded Concepts, LLC | 0.97% | Reduce -12.9% | 303,443 | $41.0M |
| HighTower Advisors, LLC | 0.06% | Add +4.0% | 301,337 | $40.7M |
| Fifth Third Bancorp | 0.15% | Reduce -4.9% | 299,083 | $40.4M |
| Osaic Holdings, Inc. | 0.09% | Reduce -12.5% | 296,342 | $40.0M |
| AMG National Trust Bank | 1.07% | Reduce -0.3% | 293,853 | $39.7M |
| Commerce Bank | 0.24% | Add +2.6% | 290,285 | $39.2M |
| Creative Planning | 0.04% | Reduce -0.2% | 282,711 | $38.2M |
| Stifel Financial Corp. | 0.04% | Reduce -1.4% | 277,022 | $37.4M |
| Cibc World Market Inc. | 0.08% | Add +0.7% | 249,831 | $33.7M |
| Glenmede Trust Co. NA | 0.16% | Add +3.8% | 248,395 | $33.6M |
| Assetmark, Inc. | 0.09% | Reduce -4.2% | 235,459 | $31.8M |
| LBMC Investment Advisors, LLC | 2.48% | Reduce -0.2% | 232,581 | $31.4M |
| M&T Bank Corp | 0.10% | Reduce -6.9% | 229,830 | $31.0M |
| Ellis Investment Partners, LLC | 5.91% | Add +0.8% | 224,564 | $30.3M |
| Baird Financial Group, Inc. | 0.06% | Add +0.4% | 217,492 | $29.4M |
| Synovus Financial Corp. | 0.33% | Add +2.2% | 213,945 | $28.9M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -1.1% | 213,703 | $28.9M |
| National Bank of Canada | 0.04% | Reduce -1.1% | 210,953 | $28.5M |
| St. Clair Advisors, LLC | 7.61% | Add +3.1% | 198,505 | $26.8M |
| Private Advisor Group, LLC | 0.17% | Add +2.7% | 197,948 | $26.8M |
| BlackRock, Inc. | 0.00% | — | 194,805 | $26.3M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.4% | 185,766 | $25.0M |
| First National Bank & Trust Co. of Newtown | 4.66% | Reduce -2.1% | 180,272 | $24.3M |
| AlTi Global, Inc. | 0.53% | Reduce -1.0% | 163,504 | $22.3M |
| Valmark Advisers, Inc. | 0.34% | Reduce -1.1% | 161,224 | $21.8M |
| Arcus Capital Partners, LLC | 7.56% | Add +13.2% | 154,636 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 153,265 | $20.7M |
| Franklin Resources Inc. | 0.01% | Add +0.3% | 149,135 | $20.2M |
| Blair William & Co. | 0.06% | Add +2.8% | 148,468 | $20.1M |
| Cerity Partners LLC | 0.04% | Add +7.9% | 147,372 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +2.1% | 143,618 | $19.4M |
| FMR LLC | 0.00% | Add +19.9% | 137,441 | $18.6M |
| CW Advisors, LLC | 0.24% | New | 135,329 | $18.3M |
| Fifth Third Wealth Advisors LLC | 1.09% | Add +8.8% | 132,122 | $17.8M |
| Capital Investment Advisors, LLC | 0.35% | Reduce -4.2% | 127,614 | $17.2M |
| Trustmark Bank Trust Department | 1.25% | Reduce -3.5% | 122,742 | $16.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -14.7% | 117,888 | $15.9M |
| NTV Asset Management LLC | 2.03% | Reduce -1.3% | 112,623 | $15.2M |
| Cullen/Frost Bankers, Inc. | 0.21% | Reduce -4.7% | 112,487 | $15.2M |
| IFG Advisors, LLC | 3.12% | Add +3.1% | 107,974 | $14.6M |
| Miller Howard Investments Inc. | 0.44% | Reduce -66.3% | 106,260 | $14.4M |
| Corient Private Wealth LP | 0.02% | Add +3.3% | 104,462 | $14.1M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -4.5% | 100,252 | $13.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.36% | Add +2.5% | 99,620 | $13.5M |
| Two Sigma Investments, LP | 0.03% | Add +1301.2% | 99,609 | $13.5M |
| Kwmg, LLC | 1.35% | Add +0.3% | 99,483 | $13.4M |
| GW Henssler & Associates Ltd. | 0.74% | Add +6.1% | 97,251 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.15% | Reduce -1.4% | 94,233 | $12.7M |
| Captrust Financial Advisors | 0.04% | Add +5.0% | 93,682 | $12.7M |
| Equitable Holdings, Inc. | 0.12% | Add +2.7% | 93,203 | $12.6M |
| Powell Investment Advisors, LLC | 5.84% | Add +0.0% | 92,552 | $12.5M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -0.3% | 87,987 | $11.9M |
| Round Rock Advisors LLC | 2.78% | Add +2.4% | 87,921 | $11.9M |
| MAI Capital Management | 0.11% | Reduce -1.9% | 87,305 | $11.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.4% | 85,916 | $11.6M |
| BW Gestao de Investimentos Ltda. | 1.79% | New | 79,945 | $10.8M |
| Cresset Asset Management, LLC | 0.04% | Reduce -17.9% | 79,010 | $10.7M |
| North Star Investment Management Corp. | 0.73% | Reduce -7.9% | 77,837 | $10.5M |
| JGP Wealth Management, LLC | 1.35% | Add +1.8% | 77,547 | $10.5M |
| SOA Wealth Advisors, LLC. | 1.96% | Reduce -4.0% | 75,993 | $10.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -0.0% | 75,717 | $10.2M |
| Asset Advisors Investment Management, LLC | 1.06% | Reduce -3.0% | 75,308 | $10.2M |
| Bokf, NA | 0.18% | Reduce -4.3% | 76,038 | $10.1M |
| Pathstone Holdings, LLC | 0.05% | Reduce -0.2% | 74,851 | $10.1M |
| First American Trust, FSB | 0.99% | Reduce -3.1% | 73,832 | $10.0M |
| Bank of Hawaii | 0.41% | Reduce -22.5% | 73,137 | $9.9M |
| Allen Investment Management, LLC | 0.12% | Add +195.7% | 72,973 | $9.9M |
| &partners | 0.19% | Add +8.2% | 71,815 | $9.7M |
| Linscomb Wealth, Inc. | 0.48% | Reduce -3.3% | 70,998 | $9.6M |
| Wealthspire Advisors, LLC | 0.10% | Add +6.3% | 70,927 | $9.6M |
| White Lighthouse Investment Management Inc. | 1.67% | Add +2.5% | 68,883 | $9.3M |
| Wedbush Securities Inc. | 0.34% | Reduce -0.5% | 68,656 | $9.3M |
| Pinnacle Financial Partners Inc | 0.19% | Add +1.2% | 68,382 | $9.2M |
| Lido Advisors, LLC | 0.07% | Reduce -4.3% | 67,558 | $9.1M |
| Sterling Investment Advisors, Ltd. | 2.28% | Reduce -1.2% | 66,633 | $9.0M |
| Dumont & Blake Investment Advisors LLC | 2.39% | Reduce -50.0% | 66,297 | $9.0M |
| Florin Court Capital LLP | 7.14% | Add +119.7% | 65,700 | $8.9M |
| Mutual Advisors, LLC | 0.26% | Reduce -0.6% | 64,750 | $8.7M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.2% | 64,675 | $8.7M |
| Lee Financial Co | 1.23% | Reduce -28.3% | 64,069 | $8.7M |
| Old National Bancorp | 0.20% | Reduce -2.3% | 63,127 | $8.5M |
| Beaumont Financial Advisors, LLC | 0.66% | Reduce -2.7% | 62,652 | $8.5M |
| Verus Financial Partners, Inc. | 0.93% | Reduce -3.2% | 62,833 | $8.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -0.5% | 62,029 | $8.4M |
| Pinnacle Financial Group, LLC / IL | 3.18% | Add +3.2% | 60,011 | $8.1M |
| Citizens Financial Group Inc. | 0.16% | Add +4.5% | 59,757 | $8.1M |
| Raymond James Trust N.A. | 0.17% | Reduce -1.5% | 59,546 | $8.0M |
| Advisory Services Network, LLC | 0.16% | No change | 65,501 | $7.9M |
| Edgewood Management LLC | 0.02% | Reduce -1.0% | 57,162 | $7.7M |
| Gunma Bank,Ltd. | 3.17% | Add +185.0% | 57,000 | $7.7M |
| DAVENPORT & Co LLC | 0.04% | Add +6.6% | 56,599 | $7.6M |
| Amarillo National Bank | 1.40% | Reduce -2.5% | 56,561 | $7.6M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -2.4% | 55,888 | $7.5M |
| Wealth Management Associates, Inc. | 3.29% | Add +1.0% | 55,379 | $7.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +25.5% | 68,571 | $7.3M |
| HB Wealth Management, LLC | 0.08% | Reduce -4.7% | 54,081 | $7.3M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -1.4% | 53,879 | $7.3M |
| First United Bank & Trust | 2.60% | Add +3.0% | 53,672 | $7.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +4.0% | 50,096 | $7.1M |
| Smithfield Trust Co | 0.35% | Add +1.3% | 52,766 | $7.1M |
| KCM Investment Advisors LLC | 0.24% | Add +0.0% | 51,999 | $7.0M |
| Balentine LLC | 0.27% | Reduce -10.4% | 50,263 | $6.8M |
| Omega Financial Group, LLC | 2.57% | Reduce -3.8% | 50,246 | $6.8M |
| Tudor Investment Corporation | 0.07% | Add +876.7% | 49,898 | $6.7M |
| Highland Capital Management, LLC | 0.38% | Reduce -0.3% | 48,900 | $6.6M |
| Carret Asset Management, LLC | 0.72% | Reduce -0.2% | 48,858 | $6.6M |
| Stelac Advisory Services LLC | 2.64% | Add +9.1% | 48,296 | $6.5M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +2.2% | 47,836 | $6.5M |
| TD Private Client Wealth LLC | 0.18% | Add +17.2% | 46,916 | $6.3M |
| Glenview Trust Co | 0.12% | Add +5.0% | 46,514 | $6.3M |
| Focus Partners Wealth | 0.02% | Reduce -94.2% | 45,085 | $6.1M |
| Raab & Moskowitz Asset Management LLC | 1.51% | Add +3.2% | 44,215 | $6.0M |
| New England Asset Management Inc. | 0.97% | No change | 44,150 | $6.0M |
| SPC Financial, Inc. | 0.52% | Reduce -2.3% | 43,589 | $5.9M |
| Mechanics Bank Trust Department | 0.78% | Reduce -1.9% | 43,117 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 1.28% | Reduce -1.8% | 42,864 | $5.8M |
| Rathbones Group PLC | 0.03% | Reduce -2.3% | 42,568 | $5.7M |
| Burke & Herbert Bank & Trust Co. | 1.33% | Add +2.6% | 42,327 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -52.3% | 41,901 | $5.7M |
| Integrated Advisors Network LLC | 0.27% | Add +19.0% | 41,668 | $5.6M |
| Jackson, Grant Investment Advisers, Inc. | 2.05% | Add +1.7% | 40,489 | $5.5M |
| Brown Advisory Inc. | 0.01% | Add +0.5% | 40,286 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +4.1% | 40,185 | $5.4M |
| FOCUS Wealth Advisors, LLC | 2.69% | Reduce -0.7% | 39,965 | $5.4M |
| Callan Family Office, LLC | 0.89% | Reduce -0.3% | 39,079 | $5.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +1.4% | 39,004 | $5.3M |
| Mma Asset Management LLC | 1.40% | Add +262.2% | 43,363 | $5.3M |
| Ironwood Financial, llc | 1.10% | Add +0.5% | 38,920 | $5.3M |
| Eagle Bay Advisors LLC | 2.01% | No change | 38,710 | $5.2M |
| Nikulski Financial, Inc. | 1.55% | Reduce -0.7% | 38,387 | $5.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +101.2% | 38,326 | $5.2M |
| LMG Wealth Partners, LLC | 1.18% | Reduce -0.1% | 38,268 | $5.2M |
| IFG Advisory, LLC | 0.33% | Add +5.4% | 38,149 | $5.2M |
| Cornerstone Management, Inc. | 1.05% | Reduce -0.3% | 37,166 | $5.0M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -0.5% | 36,714 | $5.0M |
| Landaas & Co. /Wi | 1.38% | Add +2.7% | 36,603 | $4.9M |
| Mendel Capital Management LLC | 2.99% | Add +0.2% | 36,107 | $4.9M |
| Keybank National Association | 0.02% | Add +9.4% | 35,116 | $4.7M |
| Keebeck Wealth Management | 0.69% | Add +6.7% | 35,086 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +15.0% | 34,939 | $4.7M |
| MV Capital Management, Inc. | 0.49% | Reduce -0.1% | 34,029 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +48.0% | 34,012 | $4.6M |
| Joseph P. Lucia & Associates, LLC | 2.08% | Reduce -3.4% | 33,474 | $4.5M |
| Clearstead Advisors, LLC | 0.07% | Reduce -0.3% | 33,351 | $4.5M |
| Scarborough Advisors, LLC | 0.73% | New | 33,268 | $4.5M |
| Albion Financial Group | 0.31% | No change | 33,000 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.3% | 32,722 | $4.4M |
| Klingman & Associates, LLC | 0.27% | No change | 32,672 | $4.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.37% | Add +0.8% | 32,528 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -6.9% | 32,482 | $4.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -6.9% | 32,482 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +1.1% | 32,444 | $4.4M |
| International Assets Investment Management, LLC | 0.36% | Add +30.5% | 32,376 | $4.4M |
| LGL Partners, LLC | 0.61% | Reduce -6.4% | 32,151 | $4.3M |
| Shulman DeMeo Asset Management LLC | 1.06% | Reduce -0.2% | 32,041 | $4.3M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 31,658 | $4.3M |
| Cwm, LLC | 0.02% | Reduce -0.5% | 31,523 | $4.3M |
| CoreCap Advisors, LLC | 0.20% | New | 31,397 | $4.2M |
| Debussy Capital Management LP | 1.23% | Add +1.7% | 31,365 | $4.2M |
| Millennium Capital Advisors, LLC | 2.76% | Reduce -1.1% | 31,268 | $4.2M |
| One Wealth Advisors, LLC | 0.65% | Reduce -0.3% | 31,225 | $4.2M |
| Ieq Capital, LLC | 0.05% | Add +16.9% | 30,711 | $4.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.92% | Reduce -1.2% | 30,550 | $4.1M |
| Argent Advisors, Inc. | 1.53% | Reduce -0.4% | 30,534 | $4.1M |
| Graves Light Lenhart Wealth, Inc. | 0.51% | Reduce -3.3% | 30,426 | $4.1M |
| Prospera Financial Services Inc | 0.10% | Add +4.7% | 30,314 | $4.1M |
| Arax Advisory Partners | 0.36% | Reduce -0.6% | 30,065 | $4.1M |
| FAS Wealth Partners, Inc. | 0.32% | Add +0.8% | 29,798 | $4.0M |
| Trilogy Capital Inc. | 0.20% | Add +0.4% | 29,525 | $4.0M |
| Townsend Asset Management Corp. /NC/ | 1.47% | Add +21.8% | 29,379 | $4.0M |
| Principle Wealth Partners LLC | 0.28% | Add +9.8% | 29,362 | $4.0M |
| Granite FO LLC | 2.24% | Reduce -6.0% | 29,337 | $4.0M |
| Hancock Whitney Corp. | 0.13% | Add +3.0% | 29,115 | $3.9M |
| Wealth Quarterback LLC | 2.04% | Add +2.6% | 29,004 | $3.9M |
| Pinnacle Associates Ltd. | 0.07% | Add +1.7% | 33,326 | $3.9M |
| Geneos Wealth Management Inc. | 0.14% | Add +0.9% | 27,577 | $3.7M |
| CX Institutional | 0.17% | New | 27,533 | $3.7M |
| GoalVest Advisory LLC | 1.06% | Add +5.3% | 27,338 | $3.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.5% | 27,044 | $3.7M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -5.6% | 26,601 | $3.6M |
| Wealthcare Advisory Partners LLC | 0.10% | Add +12.4% | 26,553 | $3.6M |
| First Commonwealth Financial Corp | 0.86% | Reduce -2.8% | 26,503 | $3.6M |
| Tradition Wealth Management, LLC | 0.31% | Add +2.0% | 26,098 | $3.5M |
| Narwhal Capital Management | 0.32% | Add +0.2% | 25,949 | $3.5M |
| Sonata Capital Group Inc. | 1.45% | Reduce -10.0% | 25,447 | $3.4M |
| Thoroughbred Financial Services, LLC | 0.22% | Reduce -2.5% | 25,425 | $3.4M |
| Guidance Point Advisors, LLC | 1.04% | Add +1.0% | 25,330 | $3.4M |
| Argent Trust Co | 0.14% | Add +1.4% | 25,297 | $3.4M |
| JFS Wealth Advisors, LLC | 0.23% | Add +1.0% | 25,266 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +0.0% | 24,996 | $3.4M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -15.2% | 24,873 | $3.4M |
| Traynor Capital Management, Inc. | 0.27% | Reduce -3.9% | 24,634 | $3.3M |
| Scotia Capital Inc. | 0.02% | Add +14.2% | 24,613 | $3.3M |
| Summit Trail Advisors, LLC | 0.08% | Reduce -0.2% | 24,242 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -10.3% | 24,143 | $3.3M |
| Composition Wealth, LLC | 0.07% | Reduce -0.3% | 24,002 | $3.2M |
| Flaharty Asset Management, LLC | 0.45% | Reduce -14.2% | 23,827 | $3.2M |
| Wolff Wiese Magana LLC | 2.19% | Add +12.8% | 23,659 | $3.2M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -13.1% | 23,402 | $3.2M |
| Simon Quick Advisors, LLC | 0.20% | No change | 23,208 | $3.1M |
| High Net Worth Advisory Group LLC | 0.87% | Add +0.1% | 23,162 | $3.1M |
| Mission Wealth Management, LP | 0.08% | Reduce -3.3% | 22,979 | $3.1M |
| Platte River Wealth Advisors, LLC | 0.83% | Reduce -1.7% | 22,972 | $3.1M |
| Kapstone Financial Advisors LLC | 1.88% | Add +1.3% | 23,015 | $3.1M |
| Joel Isaacson & Co., LLC | 0.15% | Add +0.0% | 22,834 | $3.1M |
| Haverford Trust Co | 0.03% | Add +1.6% | 22,772 | $3.1M |
| Flagstar Securities, Inc. | 0.78% | Reduce -1.6% | 22,714 | $3.1M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -21.3% | 22,546 | $3.0M |
| Fulton Bank, N.A. | 0.12% | No change | 22,367 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +0.8% | 22,305 | $3.0M |
| Smith Shellnut Wilson LLC | 1.36% | Reduce -9.0% | 22,226 | $3.0M |
| Financial Counselors Inc. | 0.04% | Add +12.7% | 22,224 | $3.0M |
| Essex Financial Services, Inc. | 0.22% | Reduce -0.9% | 22,200 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | No change | 22,202 | $3.0M |
| Operose Advisors LLC | 0.96% | Add +5.8% | 22,069 | $3.0M |
| Arlington Trust Co LLC | 0.65% | No change | 21,970 | $3.0M |
| Western Wealth Management, LLC | 0.17% | Reduce -1.2% | 21,868 | $3.0M |
| City Holding Co. | 0.41% | Reduce -3.4% | 21,852 | $3.0M |
| STAR Financial Bank | 1.96% | New | 21,592 | $2.9M |
| Banco de Sabadell, S.A | 2.17% | Add +2.8% | 21,436 | $2.9M |
| Capital Advisory Group Advisory Services, LLC | 1.15% | Add +3.3% | 21,394 | $2.9M |
| Caerus Investment Advisors, LLC | 2.72% | No change | 21,223 | $2.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -33.4% | 21,110 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -3.0% | 20,947 | $2.8M |
| Hazlett, Burt & Watson, Inc. | 1.30% | Reduce -2.8% | 20,831 | $2.8M |
| Cypress Wealth Services, LLC | 0.58% | Reduce -3.8% | 20,758 | $2.8M |
| Bensler, LLC | 0.35% | Reduce -6.8% | 20,735 | $2.8M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +572.5% | 20,685 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Add +0.0% | 20,544 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.20% | Reduce -6.8% | 20,471 | $2.8M |
| Stephens Inc. | 0.04% | Add +4.4% | 20,413 | $2.8M |
| Level Four Advisory Services, LLC | 0.12% | Add +107.2% | 20,438 | $2.8M |
| Capital Analysts, LLC | 0.11% | Reduce -3.3% | 20,287 | $2.7M |
| Taylor Financial Group, Inc. | 1.89% | Add +7.4% | 20,251 | $2.7M |
| Hilltop Holdings Inc. | 0.18% | Add +10.7% | 20,251 | $2.7M |
| Global Trust Asset Management, LLC | 1.01% | Reduce -8.7% | 20,222 | $2.7M |
| Plancorp, LLC | 0.11% | No change | 20,151 | $2.7M |
| Howland Capital Management LLC | 0.12% | Reduce -5.3% | 19,715 | $2.7M |
| My Personal CFO, LLC | 1.45% | Reduce -0.9% | 19,640 | $2.7M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -2.0% | 19,485 | $2.6M |
| FineMark National Bank & Trust | 0.09% | Reduce -5.3% | 19,485 | $2.6M |
| Financial Advocates Investment Management | 0.15% | Add +39.0% | 17,241 | $2.6M |
| Bouvel Investment Partners, LLC | 0.99% | Add +2.3% | 19,406 | $2.6M |
| Stonebridge Capital Advisors LLC | 0.21% | Reduce -6.4% | 19,303 | $2.6M |
| Zhang Financial LLC | 0.16% | Add +0.0% | 19,222 | $2.6M |
| IMS Capital Management | 1.16% | No change | 19,152 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -5.7% | 19,123 | $2.6M |
| Pallas Capital Advisors LLC | 0.11% | Add +51.3% | 19,105 | $2.6M |
| Corundum Trust Company, INC | 7.08% | No change | 19,014 | $2.6M |
| Monetary Management Group Inc. | 0.66% | Reduce -5.0% | 19,000 | $2.6M |
| Yeomans Consulting Group, Inc. | 0.96% | Reduce -1.0% | 18,994 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +1.9% | 18,940 | $2.6M |
| Csenge Advisory Group | 0.13% | Add +0.6% | 19,007 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +99.4% | 18,860 | $2.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +13.3% | 18,800 | $2.5M |
| Curi Capital, LLC | 0.06% | Add +6.2% | 18,674 | $2.5M |
| Berkshire Asset Management LLC | 0.13% | No change | 20,838 | $2.5M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -17.5% | 18,504 | $2.5M |
| Atlas Private Wealth Advisors | 0.36% | Reduce -3.1% | 18,271 | $2.5M |
| Private Portfolio Partners LLC | 0.46% | New | 18,254 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Reduce -0.7% | 18,184 | $2.5M |
| GTS Securities LLC | 0.05% | Reduce -50.8% | 18,063 | $2.4M |
| Weinberger Asset Management, Inc | 1.03% | Add +0.8% | 17,901 | $2.4M |
| Oxbow Advisors, LLC | 0.25% | Reduce -0.4% | 17,860 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.35% | Add +2.8% | 17,594 | $2.4M |
| Nwam LLC | 0.14% | New | 17,565 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +7.4% | 17,495 | $2.4M |
| Cabana LLC | 13.14% | Reduce -26.2% | 17,472 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +21.0% | 17,312 | $2.3M |
| CMG Global Holdings, LLC | 1.32% | Add +0.5% | 17,284 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +1.6% | 17,269 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +31.9% | 17,203 | $2.3M |
| Aberdeen Wealth Management LLC | 1.52% | Reduce -0.4% | 17,071 | $2.3M |
| Gryphon Financial Partners LLC | 0.32% | Reduce -4.7% | 17,060 | $2.3M |
| Jmac Enterprises LLC | 0.37% | Add +0.6% | 17,038 | $2.3M |
| Concourse Financial Group Securities, Inc. | 0.14% | Reduce -2.2% | 16,993 | $2.3M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -11.4% | 16,988 | $2.3M |
| Principal Securities, Inc. | 0.06% | Reduce -5.9% | 16,979 | $2.3M |
| Performa Ltd (US), LLC | 0.85% | No change | 16,899 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.1% | 16,842 | $2.3M |
| Park National Corp. | 0.08% | Reduce -0.6% | 16,815 | $2.3M |
| Peoples Bank | 1.52% | Add +6.7% | 16,786 | $2.3M |
| Sunbelt Securities, Inc. | 0.22% | Reduce -1.3% | 16,439 | $2.2M |
| Eagle Strategies LLC | 0.40% | Add +7.2% | 16,377 | $2.2M |
| Peregrine Asset Advisers, Inc. | 0.76% | Reduce -0.0% | 16,299 | $2.2M |
| Evanson Asset Management, LLC | 0.16% | Add +0.1% | 16,296 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.2% | 16,283 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Add +12.8% | 16,178 | $2.2M |
| Darden Wealth Group Inc | 1.57% | Reduce -1.8% | 16,120 | $2.2M |
| First Horizon Advisors, Inc. | 0.06% | Add +17.4% | 16,052 | $2.2M |
| Tempus Wealth Planning, LLC | 0.79% | Add +2.1% | 16,001 | $2.2M |
| Franklin Street Advisors Inc. | 0.15% | No change | 16,000 | $2.2M |
| Fernwood Investment Management, LLC | 0.70% | Add +0.1% | 15,852 | $2.1M |
| Sax Wealth Advisors, LLC | 0.19% | Add +0.9% | 15,774 | $2.1M |
| Magnus Financial Group LLC | 0.22% | Add +1.0% | 15,770 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.2% | 15,731 | $2.1M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 15,682 | $2.1M |
| New South Capital Management Inc. | 0.09% | No change | 15,680 | $2.1M |
| Cascade Financial Partners, LLC | 0.27% | Add +2.6% | 15,650 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.32% | Reduce -0.7% | 15,609 | $2.1M |
| Salem Investment Counselors Inc. | 0.06% | Reduce -1.9% | 15,538 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Add +1.2% | 15,517 | $2.1M |
| Pinnacle Family Advisors, LLC | 1.08% | Add +175.4% | 15,459 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.1% | 15,439 | $2.1M |
| WASHINGTON TRUST Co | 0.07% | Reduce -2.3% | 15,362 | $2.1M |
| WealthBridge Capital Management, LLC | 0.60% | Add +1.9% | 15,360 | $2.1M |
| Fulton Breakefield Broenniman LLC | 0.14% | Reduce -4.4% | 15,348 | $2.1M |
| Whittier Trust Co. of Nevada Inc. | 0.05% | Add +58.2% | 15,286 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.0% | 15,341 | $2.1M |
| Canandaigua National Bank & Trust Co. | 0.20% | New | 15,238 | $2.1M |
| Osborne Partners Capital Management, LLC | 0.12% | No change | 15,205 | $2.1M |
| Kaydan Wealth Management, Inc. | 0.60% | Reduce -1.1% | 15,128 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Reduce -46.5% | 15,054 | $2.0M |
| Crescent Grove Advisors, LLC | 0.21% | Reduce -5.2% | 15,037 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -0.7% | 14,984 | $2.0M |
| Asset Management Group, Inc. | 0.29% | Reduce -5.1% | 14,940 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +8.9% | 14,647 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -43.0% | 14,577 | $2.0M |
| PFG Investments, LLC | 0.13% | Add +4.3% | 14,537 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | No change | 14,488 | $2.0M |
| Cozad Asset Management Inc. | 0.19% | Add +1.1% | 14,474 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.8% | 14,455 | $2.0M |
| Cypress Capital Group | 0.22% | Reduce -4.1% | 14,451 | $2.0M |
| Laurel Wealth Advisors LLC | 0.31% | Add +1.6% | 14,386 | $1.9M |
| Trifecta Capital Advisors, LLC | 0.41% | No change | 14,380 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 14,261 | $1.9M |
| Redmont Wealth Advisors LLC | 2.97% | No change | 14,111 | $1.9M |
| Lanark Financial, Inc. | 0.16% | Add +0.4% | 14,047 | $1.9M |
| Regions Financial Corp. | 0.01% | Reduce -3.5% | 14,039 | $1.9M |
| Investment Advisory Group, LLC | 0.66% | Reduce -0.1% | 14,025 | $1.9M |
| Private Capital Advisors, Inc. | 0.21% | No change | 13,975 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.7% | 13,846 | $1.9M |
| Smith Anglin Financial, LLC | 0.18% | Reduce -1.1% | 13,866 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.1% | 13,894 | $1.9M |
| Evoke Wealth, LLC | 0.05% | New | 13,793 | $1.9M |
| Main Street Financial Solutions, LLC | 0.17% | Add +0.2% | 13,786 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.64% | Add +0.1% | 13,644 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +0.9% | 13,623 | $1.8M |
| Summit Wealth Partners, LLC | 0.35% | Add +0.5% | 13,594 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Reduce -3.1% | 13,542 | $1.8M |
| Union Savings Bank | 0.89% | Reduce -9.5% | 13,396 | $1.8M |
| Providence First Trust Co | 0.77% | Add +0.1% | 13,345 | $1.8M |
| Edge Capital Group, LLC | 0.08% | Reduce -5.8% | 13,305 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -2.8% | 13,239 | $1.8M |
| NCM Capital Management, LLC | 0.85% | No change | 13,118 | $1.8M |
| Fiduciary Trust Co | 0.02% | Add +423.6% | 13,007 | $1.8M |
| Fidelis Capital Partners, LLC | 0.21% | Add +2.6% | 12,963 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -0.3% | 12,981 | $1.8M |
| Legacy Private Trust Co. | 0.12% | No change | 12,669 | $1.7M |
| Adero Partners, LLC | 0.11% | No change | 12,630 | $1.7M |
| Simmons Bank | 0.12% | No change | 12,617 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -4.1% | 12,585 | $1.7M |
| Harbor Investment Advisory, LLC | 0.17% | Add +17.9% | 12,525 | $1.7M |
| Richwood Investment Advisors, LLC | 1.39% | Reduce -1.8% | 12,467 | $1.7M |
| Asset Dedication, LLC | 0.11% | Add +16.5% | 12,448 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Add +2.9% | 12,410 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -10.5% | 12,333 | $1.7M |
| Precedent Wealth Partners, LLC | 0.55% | No change | 12,306 | $1.7M |
| Pinion Investment Advisors, LLC | 0.69% | Add +3.2% | 12,167 | $1.6M |
| Millennium Management | 0.00% | New | 12,147 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.38% | Add +0.5% | 11,988 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.43% | Reduce -1.4% | 11,956 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +138.8% | 11,895 | $1.6M |
| High Falls Advisors, Inc | 0.37% | Reduce -1.1% | 11,864 | $1.6M |
| Fiducient Advisors LLC | 0.18% | Reduce -34.1% | 11,799 | $1.6M |
| WBH Advisory Inc. | 0.15% | Add +3.4% | 11,787 | $1.6M |
| Watts Gwilliam & Co., LLC | 0.35% | — | 11,930 | $1.6M |
| Sterling Financial Group, Inc. | 0.67% | No change | 11,675 | $1.6M |
| Mascoma Wealth Management LLC | 0.39% | Reduce -12.5% | 11,600 | $1.6M |
| Syntegra Private Wealth Group, LLC | 0.18% | Reduce -2.5% | 11,573 | $1.6M |
| Keeley-Teton Advisors, LLC | 0.17% | Add +3.2% | 11,428 | $1.5M |
| MSH Capital Advisors LLC | 0.47% | Add +14.1% | 11,417 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | No change | 11,404 | $1.5M |
| Householder Group Estate & Retirement Specialist, LLC | 0.45% | Reduce -27.1% | 11,366 | $1.5M |
| World Investment Advisors | 0.05% | Add +10.4% | 11,354 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -7.1% | 11,331 | $1.5M |
| Mission Creek Capital Partners, Inc. | 0.35% | Add +0.3% | 11,262 | $1.5M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -4.9% | 11,230 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +10.1% | 11,230 | $1.5M |
| Regal Investment Advisors LLC | 0.11% | Reduce -5.5% | 11,196 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +56.6% | 11,190 | $1.5M |
| Unionview, LLC | 1.17% | Add +0.7% | 11,151 | $1.5M |
| Vertex Planning Partners, LLC | 0.36% | Reduce -3.2% | 11,110 | $1.5M |
| Keel Point, LLC | 0.12% | Add +0.7% | 11,069 | $1.5M |
| Fox Hill Wealth Management | 0.82% | Reduce -0.0% | 11,061 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | New | 11,048 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Add +15.0% | 11,045 | $1.5M |
| Caldwell Trust Co | 0.16% | Reduce -1.1% | 10,987 | $1.5M |
| XML Financial, LLC | 0.14% | Add +3.7% | 10,974 | $1.5M |
| Tompkins Financial Corp. | 0.14% | No change | 10,918 | $1.5M |
| Whittier Trust Co. | 0.02% | Reduce -1.3% | 10,892 | $1.5M |
| Edge Wealth Management LLC | 0.29% | Add +2.0% | 10,848 | $1.5M |
| Glen Eagle Advisors, LLC | 0.25% | Reduce -1.9% | 10,847 | $1.5M |
| AQR Capital Management | 0.00% | Add +146.5% | 10,788 | $1.5M |
| Welch & Forbes LLC | 0.02% | Add +0.1% | 10,771 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +1.1% | 10,728 | $1.4M |
| Fortis Group Advisors, LLC | 0.27% | Add +94.7% | 10,725 | $1.4M |
| Good Life Advisors, LLC | 0.09% | Add +98.1% | 10,726 | $1.4M |
| Brighton Jones LLC | 0.05% | Reduce -6.5% | 10,688 | $1.4M |
| Quantinno Capital Management LP | 0.02% | Add +4.8% | 10,655 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Add +0.6% | 10,656 | $1.4M |
| Blodgett Wealth Advisors, LLC | 1.20% | No change | 10,565 | $1.4M |
| Sugarloaf Wealth Management, LLC | 0.24% | Add +0.0% | 10,515 | $1.4M |
| Gilman Hill Asset Management, LLC | 0.24% | Add +370.2% | 10,485 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Add +0.4% | 10,465 | $1.4M |
| Performance Wealth Partners, LLC | 0.05% | Add +4.2% | 10,450 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.87% | No change | 10,273 | $1.4M |
| Trust Point Inc. | 0.10% | Add +4.8% | 10,240 | $1.4M |
| Tyche Wealth Partners LLC | 0.31% | Reduce -0.2% | 10,232 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Add +6.2% | 10,187 | $1.4M |
| Invenio Wealth Partners LLC | 0.59% | No change | 10,178 | $1.4M |
| Belpointe Asset Management LLC | 0.08% | Add +0.4% | 10,168 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.12% | Reduce -1.4% | 10,109 | $1.4M |
| waypoint wealth counsel | 0.92% | Add +1.9% | 10,088 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -1.4% | 9,996 | $1.4M |
| CBIZ Investment Advisory Services, LLC | 0.07% | Add +17.6% | 9,972 | $1.3M |
| Romano Brothers and Company | 0.17% | Reduce -1.1% | 9,953 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.17% | No change | 9,844 | $1.3M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -12.1% | 9,812 | $1.3M |
| NorthRock Partners, LLC | 0.04% | Reduce -0.2% | 9,775 | $1.3M |
| Rehmann Capital Advisory Group | 0.09% | Reduce -0.0% | 9,637 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +17.5% | 9,636 | $1.3M |
| Marietta Investment Partners LLC | 0.28% | No change | 9,600 | $1.3M |
| First National Trust Co | 0.05% | Reduce -3.0% | 9,591 | $1.3M |
| Viewpoint Capital Management LLC | 0.72% | Add +13.1% | 9,613 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.64% | Add +0.1% | 9,573 | $1.3M |
| Old North State Trust, LLC | 1.04% | No change | 9,497 | $1.3M |
| Occidental Asset Management, LLC | 0.21% | Add +1.1% | 9,494 | $1.3M |
| David J Yvars Group | 0.79% | Reduce -5.3% | 9,441 | $1.3M |
| Intrust Bank NA | 0.13% | No change | 9,384 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -4.5% | 9,294 | $1.3M |
| VAUGHAN & Co SECURITIES, INC. | 0.74% | Reduce -0.8% | 9,272 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -6.8% | 9,268 | $1.3M |
| Journey Advisory Group, LLC | 0.15% | No change | 10,338 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -5.8% | 9,237 | $1.2M |
| CRA Financial Services, LLC | 0.23% | Add +12.1% | 9,233 | $1.2M |
| Smith, Moore & Co. | 0.12% | Reduce -9.4% | 9,227 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.23% | Add +25.8% | 9,064 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.5% | 9,060 | $1.2M |
| Wolff Financial Management LLC | 0.33% | New | 9,055 | $1.2M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.1% | 9,054 | $1.2M |
| First Citizens Financial Corp | 0.65% | No change | 9,040 | $1.2M |
| SignalPoint Asset Management, LLC | 0.28% | Reduce -0.1% | 9,014 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Add +1.2% | 8,798 | $1.2M |
| Rockbridge Investment Management, LCC | 0.16% | No change | 8,969 | $1.2M |
| MKT Advisors LLC | 0.57% | Reduce -0.3% | 9,011 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | No change | 8,903 | $1.2M |
| Sculati Wealth Management, LLC | 0.48% | No change | 8,893 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 8,891 | $1.2M |
| Independence Bank of Kentucky | 0.26% | Reduce -3.8% | 8,855 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 8,848 | $1.2M |
| PFG Advisors | 0.07% | Reduce -4.1% | 8,794 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Reduce -13.2% | 8,762 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +41.9% | 8,760 | $1.2M |
| First Nebraska Trust Co | 0.11% | Add +3.4% | 8,738 | $1.2M |
| Webster Bank, N. A. | 0.13% | No change | 8,733 | $1.2M |
| Citizens National Bank Trust Department | 0.25% | Reduce -3.1% | 8,706 | $1.2M |
| Platform Technology Partners | 0.37% | No change | 8,698 | $1.2M |
| Embree Financial Group | 0.21% | Add +0.2% | 8,697 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Add +29.9% | 8,667 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +51.6% | 8,617 | $1.2M |
| ARS Investment Partners, LLC | 0.10% | No change | 8,511 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -0.2% | 8,505 | $1.1M |
| Gentry Private Wealth, LLC | 0.94% | Add +6.9% | 8,492 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Add +2.0% | 8,471 | $1.1M |
| Meridian Wealth Management, LLC | 0.06% | New | 8,467 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Add +14.7% | 8,458 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +57.0% | 8,429 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.57% | Reduce -0.7% | 8,376 | $1.1M |
| Chatham Capital Group, Inc. | 0.18% | No change | 8,298 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -1.5% | 8,285 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -0.0% | 8,246 | $1.1M |
| Country Club Bank | 0.07% | No change | 8,181 | $1.1M |
| Keudell/Morrison Wealth Management | 0.30% | Reduce -0.1% | 8,145 | $1.1M |
| Prosperity Consulting Group, LLC | 0.09% | New | 8,132 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | Add +2.6% | 8,100 | $1.1M |
| Islay Capital Management, LLC | 0.74% | Add +0.6% | 8,079 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +2.6% | 8,015 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +2.4% | 8,011 | $1.1M |
| Regent Peak Wealth Advisors LLC | 0.25% | No change | 8,009 | $1.1M |
| Alterna Wealth Management, Inc. | 0.96% | No change | 7,957 | $1.1M |
| Lindbrook Capital, LLC | 0.09% | Reduce -1.3% | 7,930 | $1.1M |
| Cadence Bank | 0.07% | New | 7,845 | $1.1M |
| Dodds Wealth, LLC | 0.35% | Add +1.1% | 7,941 | $1.1M |
| Winthrop Advisory Group LLC | 0.13% | Add +0.8% | 7,779 | $1.1M |
| Planned Solutions, Inc. | 0.43% | Add +0.4% | 7,763 | $1.0M |
| Archer Investment Corp | 0.28% | Add +0.1% | 7,763 | $1.0M |
| Beacon Financial Advisory LLC | 0.36% | Add +0.7% | 7,742 | $1.0M |
| Security National Bank of So Dak | 0.58% | No change | 7,730 | $1.0M |
| Squire Investment Management Company, LLC | 0.50% | Add +17.9% | 7,720 | $1.0M |
| Founders Financial Securities LLC | 0.10% | Reduce -42.7% | 7,719 | $1.0M |
| Associated Banc-Corp | 0.03% | Reduce -3.6% | 7,701 | $1.0M |
| Virtue Capital Management, LLC | 0.21% | Reduce -12.0% | 7,682 | $1.0M |
| Legacy Trust | 0.24% | No change | 7,679 | $1.0M |
| Apollon Financial, LLC | 0.30% | Add +0.3% | 7,623 | $1.0M |
| Eastern Bank | 0.02% | New | 7,588 | $1.0M |
| Optivise Advisory Services LLC | 0.54% | No change | 7,571 | $1.0M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.0% | 7,548 | $1.0M |
| Bar Harbor Wealth Management | 0.06% | Add +1.3% | 7,486 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.3% | 7,474 | $1.0M |
| Park Place Capital Corp | 0.29% | Reduce -0.6% | 7,441 | $1.0M |
| Gould Asset Management LLC | 0.22% | Add +2.5% | 7,433 | $1.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -1.4% | 7,430 | $1.0M |
| Wellspring Financial Advisors, LLC | 0.12% | Reduce -0.0% | 7,383 | $997K |
| Patten & Patten Inc. | 0.07% | Reduce -2.5% | 7,380 | $997K |
| Squarepoint Ops LLC | 0.00% | Reduce -6.6% | 7,380 | $997K |
| Thomasville National Bank | 0.07% | Add +4.3% | 7,347 | $992K |
| Sheets Smith Wealth Management | 0.12% | Add +0.1% | 7,334 | $991K |
| Next Level Private LLC | 0.39% | Add +276.8% | 7,087 | $957K |
| Independent Wealth Network Inc. | 0.42% | Reduce -3.4% | 7,067 | $955K |
| River Wealth Advisors LLC | 0.13% | No change | 7,063 | $954K |
| Titleist Asset Management, LLC | 0.14% | Add +0.2% | 7,056 | $953K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -3.8% | 7,052 | $953K |
| Code Waechter LLC | 0.91% | — | 7,049 | $952K |
| Aprio Wealth Management, LLC | 0.15% | No change | 7,034 | $950K |
| Resonant Capital Advisors, LLC | 0.07% | No change | 7,000 | $945K |
| CVA Family Office, LLC | 0.15% | Add +0.1% | 6,983 | $943K |
| Strait & Sound Wealth Management LLC | 0.46% | Reduce -20.2% | 6,963 | $940K |
| Modera Wealth Management, LLC | 0.01% | No change | 6,903 | $932K |
| Roman Butler Fullerton & Co. | 0.28% | No change | 6,838 | $927K |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -5.5% | 6,972 | $926K |
| Lakeridge Wealth Management LLC | 0.51% | Reduce -0.3% | 6,851 | $925K |
| Retirement Planning Group, LLC | 0.05% | Reduce -14.2% | 6,838 | $924K |
| Dupree Financial Group, LLC | 0.39% | Reduce -2.4% | 6,818 | $921K |
| Cordgrass Capital Advisors, LLC | 0.26% | Reduce -4.2% | 6,761 | $913K |
| Ledyard National Bank | 0.08% | Reduce -8.3% | 6,740 | $910K |
| Leo Wealth, LLC | 0.08% | Reduce -2.0% | 6,719 | $908K |
| Qube Research & Technologies Ltd | 0.00% | New | 6,697 | $905K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -7.1% | 6,603 | $892K |
| Flow Traders U.S. LLC | 0.05% | Reduce -82.6% | 6,596 | $891K |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +14.8% | 6,574 | $888K |
| Sageworth Trust Co | 0.05% | Reduce -59.5% | 6,557 | $886K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -3.4% | 6,511 | $880K |
| Jupiter Wealth Management LLC | 0.45% | Reduce -0.8% | 6,496 | $877K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +4.6% | 6,496 | $877K |
| Thrive Capital Management, LLC | 0.41% | Reduce -8.3% | 6,474 | $875K |
| Indiana Trust & Investment Management Co | 0.30% | Add +163.3% | 6,449 | $871K |
| Simplicity Wealth,LLC | 0.08% | Reduce -71.1% | 6,448 | $871K |
| Aspen Grove Capital, LLC | 0.19% | No change | 6,381 | $862K |
| Able Wealth Management LLC | 0.65% | No change | 6,355 | $858K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,350 | $858K |
| Kades & Cheifetz LLC | 0.49% | Reduce -2.5% | 6,344 | $857K |
| CENTRAL TRUST Co | 0.02% | No change | 6,251 | $844K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 6,231 | $842K |
| Pathway Financial Advisers, LLC | 0.38% | Add +1.5% | 6,228 | $841K |
| W Advisors, LLC | 0.52% | No change | 6,207 | $838K |
| Appleton Partners Inc. | 0.06% | No change | 6,184 | $835K |
| ICONIQ Capital, LLC | 0.02% | Add +0.8% | 6,175 | $834K |
| Chapin Davis, Inc. | 0.27% | No change | 6,139 | $829K |
| Fort Point Capital Partners LLC | 0.10% | Add +0.3% | 6,137 | $829K |
| Resolute Wealth Strategies, LLC | 0.43% | Add +1.0% | 6,136 | $829K |
| Aspiriant, LLC | 0.03% | No change | 6,104 | $824K |
| Warner Financial, Inc. | 0.37% | Add +0.2% | 6,099 | $824K |
| WealthTrust Axiom LLC | 0.24% | No change | 6,095 | $823K |
| Fagan Associates, Inc. | 0.14% | Add +0.1% | 6,072 | $820K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -13.0% | 6,062 | $819K |
| SouthState Bank Corp | 0.06% | Add +11.1% | 6,056 | $818K |
| Clark Capital Management Group, Inc. | 0.01% | No change | 6,050 | $817K |
| DT Investment Partners, LLC | 0.07% | No change | 6,000 | $810K |
| TruWealth Advisors, LLC | 0.05% | Add +0.3% | 5,964 | $805K |
| Moors & Cabot, Inc. | 0.04% | Reduce -1.1% | 5,932 | $801K |
| HM Payson & Co. | 0.01% | Reduce -4.8% | 5,915 | $799K |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -9.9% | 5,911 | $798K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -3.5% | 5,905 | $798K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 5,884 | $795K |
| Choate Investment Advisors | 0.02% | Reduce -20.1% | 5,820 | $786K |
| Guerra Pan Advisors, LLC | 0.63% | Add +3.0% | 5,804 | $784K |
| Texas Yale Capital Corp. | 0.03% | No change | 5,795 | $783K |
| Spire Wealth Management | 0.03% | Reduce -2.1% | 5,740 | $775K |
| Merit Financial Group, LLC | 0.02% | Add +186.9% | 5,701 | $770K |
| American National Bank & Trust | 0.09% | No change | 5,671 | $766K |
| Waldron Private Wealth LLC | 0.03% | Add +0.5% | 5,638 | $762K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.2% | 5,604 | $757K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 5,580 | $754K |
| GeoWealth Management, LLC | 0.03% | Add +13.2% | 5,567 | $752K |
| Alley Investment Management Company, LLC | 0.10% | Add +0.4% | 5,563 | $751K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -15.7% | 5,553 | $750K |
| Marco Investment Management LLC | 0.06% | Reduce -4.0% | 5,537 | $748K |
| Steel Grove Capital Advisors, LLC | 0.10% | Reduce -4.4% | 5,539 | $746K |
| Catalyst Financial Partners LLC | 0.15% | Reduce -4.2% | 5,514 | $745K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 5,495 | $742K |
| Hilton Capital Management, LLC | 0.06% | New | 5,455 | $737K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,448 | $736K |
| Kanawha Capital Management LLC | 0.05% | Reduce -3.5% | 5,415 | $731K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.0% | 5,390 | $728K |
| Jane Street Group, LLC | 0.00% | Reduce -50.0% | 5,311 | $717K |
| United Community Bank | 0.28% | Reduce -6.2% | 5,300 | $716K |
| KFG Wealth Management, LLC | 0.16% | No change | 5,296 | $715K |
| Wambolt & Associates, LLC | 0.20% | Reduce -13.4% | 5,303 | $714K |
| Versant Capital Management, Inc | 0.16% | No change | 5,249 | $709K |
| Leavell Investment Management, Inc. | 0.04% | Add +45.8% | 5,248 | $709K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +2.1% | 5,204 | $703K |
| M. Kulyk & Associates, LLC | 0.14% | Reduce -0.1% | 5,197 | $702K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +4.8% | 5,191 | $701K |
| Camden National Bank | 0.10% | Reduce -12.7% | 5,180 | $700K |
| First Manhattan Co. Llc. | 0.00% | Add +11.6% | 5,180 | $700K |
| Greenleaf Trust | 0.01% | Reduce -17.2% | 5,171 | $698K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +4.1% | 5,170 | $698K |
| Greenfield Savings Bank | 0.33% | Reduce -2.0% | 5,164 | $698K |
| Townsquare Capital LLC | 0.01% | Add +9.1% | 5,161 | $697K |
| Northeast Financial Consultants Inc | 0.03% | No change | 5,160 | $697K |
| Compass Ion Advisors, LLC | 0.09% | No change | 5,156 | $696K |
| Venturi Wealth Management, LLC | 0.04% | No change | 5,084 | $687K |
| CapWealth Advisors, LLC | 0.07% | Reduce -6.7% | 5,069 | $685K |
| Jackson Hole Capital Partners, LLC | 0.14% | No change | 5,044 | $681K |
| TCP Asset Management, LLC | 0.16% | Add +1.5% | 5,043 | $681K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -2.3% | 5,036 | $680K |
| Evermay Wealth Management LLC | 0.11% | No change | 5,015 | $677K |
| Juncture Wealth Strategies, LLC | 0.26% | Reduce -16.3% | 5,012 | $677K |
| Johnson Financial Group, Inc. | 0.03% | Add +2.0% | 5,003 | $676K |
| GAMCO Investors | 0.01% | No change | 5,000 | $675K |
| Fairview Capital Investment Management, LLC | 0.04% | New | 4,976 | $672K |
| LS Investment Advisors, LLC | 0.10% | Reduce -8.3% | 4,942 | $668K |
| Prio Wealth Limited Partnership | 0.02% | Reduce -0.3% | 4,930 | $666K |
| Paulson Wealth Management Inc. | 0.18% | Reduce -37.8% | 4,916 | $664K |
| Arthur M. Cohen & Associates, LLC | 0.12% | Add +18.1% | 4,922 | $663K |
| Peddock Capital Advisors, LLC | 0.16% | Add +0.2% | 4,903 | $662K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +5.9% | 4,892 | $661K |
| Investors Research Corp | 0.14% | Reduce -48.4% | 4,885 | $660K |
| BIP Wealth, LLC | 0.04% | Reduce -28.1% | 4,876 | $659K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -17.1% | 4,858 | $656K |
| Bedel Financial Consulting, Inc. | 0.09% | Add +14.0% | 4,851 | $655K |
| Montecito Bank & Trust | 0.11% | Reduce -12.8% | 4,844 | $654K |
| Certuity, LLC | 0.07% | Reduce -3.0% | 4,824 | $652K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -9.7% | 4,822 | $651K |
| Centaurus Financial, Inc. | 0.04% | Reduce -4.0% | 4,816 | $651K |
| Trust Co. of Toledo NA | 0.09% | Reduce -5.5% | 4,819 | $651K |
| Weatherly Asset Management L. P. | 0.06% | Reduce -0.1% | 4,816 | $650K |
| Portland Global Advisors LLC | 0.08% | Reduce -16.5% | 4,805 | $649K |
| BluePointe Capital Management, LLC | 0.42% | No change | 4,760 | $643K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | No change | 4,755 | $642K |
| HUB Investment Partners, LLC | 0.03% | Reduce -2.0% | 4,748 | $641K |
| Arrowroot Family Office, LLC | 0.37% | Reduce -16.7% | 4,728 | $639K |
| FinTrust Capital Advisors, LLC | 0.11% | Add +0.2% | 4,724 | $638K |
| Keystone Wealth Services, LLC | 0.17% | Add +0.1% | 4,659 | $629K |
| Citadel Advisors | 0.00% | Reduce -90.4% | 4,652 | $628K |
| Transform Wealth, LLC | 0.04% | Reduce -3.1% | 4,640 | $627K |
| Fonville Wealth Management LLC | 0.22% | Reduce -0.4% | 4,629 | $625K |
| Fusion Family Wealth, LLC | 0.06% | Add +0.1% | 4,565 | $617K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.97% | No change | 4,545 | $614K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +1.1% | 4,543 | $614K |
| Heartwood Wealth Advisors LLC | 0.07% | No change | 4,521 | $611K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.6% | 4,517 | $610K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 4,476 | $609K |
| SkyOak Wealth, LLC | 0.13% | Add +16.4% | 4,507 | $609K |
| Dearborn Partners LLC | 0.02% | Add +2.6% | 4,491 | $607K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.8% | 4,477 | $605K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.5% | 4,451 | $601K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -5.1% | 4,400 | $594K |
| Summit Financial Strategies, Inc. | 0.07% | No change | 4,392 | $593K |
| MGB Wealth Management, LLC | 0.22% | Reduce -8.9% | 4,385 | $592K |
| Weaver Consulting Group | 0.19% | No change | 4,347 | $587K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 4,338 | $586K |
| Mairs & Power Inc. | 0.01% | Reduce -35.6% | 4,280 | $578K |
| Selective Wealth Management, Inc. | 0.24% | Add +0.7% | 4,351 | $578K |
| Fiduciary Group, LLC | 0.06% | No change | 4,264 | $576K |
| Pps&v Asset Management Consultants, Inc. | 0.39% | Reduce -1.0% | 4,233 | $572K |
| Global Retirement Partners, LLC | 0.02% | Add +12.1% | 4,232 | $572K |
| Alpine Bank Wealth Management | 0.09% | — | 4,227 | $571K |
| TFB Advisors LLC | 0.17% | Reduce -1.2% | 4,214 | $569K |
| Hurlow Wealth Management Group, Inc. | 0.18% | Reduce -15.4% | 4,169 | $563K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -1.0% | 4,162 | $562K |
| Strategic Wealth Partners, Ltd. | 0.05% | No change | 4,153 | $561K |
| Secure Asset Management, LLC | 0.09% | Add +0.2% | 4,105 | $555K |
| Neumann Capital Management, LLC | 0.18% | No change | 4,038 | $545K |
| LexAurum Advisors, LLC | 0.12% | Reduce -7.2% | 4,022 | $543K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -3.8% | 4,016 | $542K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 4,014 | $542K |
| Ausdal Financial Partners, Inc. | 0.06% | Add +25.6% | 4,014 | $542K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +94.9% | 3,999 | $540K |
| Madrona Financial Services, LLC | 0.15% | No change | 3,998 | $540K |
| Nicolet Bankshares Inc. | 0.11% | No change | 3,960 | $535K |
| Optimum Investment Advisors | 0.23% | Add +0.1% | 3,956 | $534K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | No change | 3,950 | $534K |
| BBR Partners, LLC | 0.04% | No change | 3,926 | $530K |
| Integris Wealth Management, LLC | 0.15% | Reduce -5.1% | 3,925 | $530K |
| Monterey Private Wealth, Inc. | 0.18% | Reduce -0.1% | 3,925 | $530K |
| Birchcreek Wealth Management, LLC | 0.35% | Add +9.9% | 3,912 | $528K |
| Provident Wealth Management, LLC | 0.18% | No change | 3,900 | $527K |
| Schnieders Capital Management LLC | 0.10% | Reduce -2.5% | 3,848 | $520K |
| New England Private Wealth Advisors LLC | 0.08% | Reduce -13.6% | 3,847 | $520K |
| Triangle Securities Wealth Management | 0.13% | No change | 3,825 | $517K |
| Realta Investment Advisors | 0.24% | Reduce -22.7% | 3,811 | $515K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -1.4% | 3,783 | $511K |
| GFS Advisors, LLC | 0.11% | Add +1832.8% | 3,769 | $509K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -40.4% | 3,764 | $508K |
| Interchange Capital Partners, LLC | 0.18% | Reduce -4.1% | 3,761 | $508K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +1.1% | 3,740 | $505K |
| Regatta Capital Group, LLC | 0.10% | Add +2.5% | 3,715 | $502K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.0% | 3,714 | $502K |
| Mayport, LLC | 0.16% | Reduce -35.0% | 3,712 | $501K |
| Meeder Advisory Services, Inc. | 0.03% | New | 3,691 | $498K |
| TNF LLC | 0.18% | Reduce -4.9% | 3,685 | $498K |
| Rogco, LP | 0.19% | Reduce -12.7% | 3,674 | $496K |
| FC Advisory LLC | 0.17% | Reduce -9.5% | 3,659 | $494K |
| Highview Capital Management LLC | 0.20% | No change | 3,637 | $491K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +888.6% | 3,638 | $491K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -16.3% | 3,630 | $490K |
| Bull Street Advisors, LLC | 0.23% | No change | 3,625 | $490K |
| Red Tortoise LLC | 0.25% | Add +0.1% | 3,627 | $490K |
| Bellevue Asset Management, LLC | 0.25% | Add +0.1% | 3,616 | $488K |
| Bangor Savings Bank | 0.05% | Reduce -1.1% | 3,613 | $488K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 3,600 | $486K |
| Waypoint Wealth Partners Inc. | 0.13% | No change | 3,585 | $484K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -1.3% | 3,544 | $479K |
| HCR Wealth Advisors | 0.06% | No change | 3,523 | $476K |
| Hexagon Capital Partners LLC | 0.09% | No change | 3,506 | $474K |
| Main Management LLC | 0.04% | No change | 3,505 | $473K |
| Bank of New Hampshire | 0.12% | No change | 3,500 | $473K |
| West Paces Advisors Inc. | 0.12% | No change | 3,494 | $472K |
| J. W. Coons Advisors, LLC | 0.09% | No change | 3,492 | $472K |
| Navis Wealth Advisors, LLC | 0.51% | Add +0.2% | 3,492 | $472K |
| Investment Partners, LTD. | 0.19% | Add +0.2% | 3,451 | $466K |
| Smith Thornton Advisors LLC | 0.30% | No change | 3,433 | $464K |
| Calamos Wealth Management LLC | 0.02% | Add +32.4% | 3,433 | $464K |
| Busey Bank | 0.02% | Reduce -3.2% | 3,432 | $464K |
| Carl P. Sherr & Co., LLC | 0.24% | No change | 3,432 | $464K |
| Ionic Capital Management LLC | 0.41% | New | 3,431 | $463K |
| Caprock Group, LLC | 0.02% | No change | 3,425 | $463K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 3,400 | $459K |
| Breakwater Capital Group | 0.09% | Add +6.4% | 3,397 | $459K |
| Zions Bancorporation, N.A. | 0.03% | No change | 3,390 | $458K |
| Compound Planning, Inc. | 0.03% | Reduce -0.1% | 3,377 | $456K |
| Old Mission Capital LLC | 0.01% | New | 3,376 | $456K |
| Barrett & Company, Inc. | 0.20% | Add +0.7% | 3,368 | $455K |
| SlateStone Wealth, LLC | 0.04% | Add +0.2% | 3,344 | $452K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.8% | 3,326 | $449K |
| Signal Advisors Wealth, LLC | 0.06% | New | 3,324 | $449K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.7% | 3,312 | $447K |
| Grassi Investment Management | 0.04% | Add +0.3% | 3,312 | $447K |
| Alerus Financial NA | 0.03% | No change | 3,304 | $446K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,294 | $445K |
| Cambridge Advisors Inc. | 0.10% | No change | 3,290 | $444K |
| Peak Planning Group, LLC | 0.19% | Add +0.9% | 3,290 | $444K |
| Hoese & Co LLP | 0.37% | Reduce -15.7% | 3,275 | $442K |
| Sage Capital Management, LLC | 0.21% | Add +1.0% | 3,272 | $442K |
| ABLE Financial Group, LLC | 0.14% | No change | 3,262 | $441K |
| GYL Financial Synergies, LLC | 0.03% | No change | 3,261 | $440K |
| Welch Group, LLC | 0.02% | Add +0.1% | 3,254 | $440K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Reduce -1.8% | 3,251 | $439K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -1.7% | 3,250 | $439K |
| Parsons Capital Management Inc. | 0.03% | No change | 3,223 | $435K |
| Montag A & Associates Inc. | 0.02% | Add +4.9% | 3,197 | $432K |
| Twele Capital Management, Inc. | 0.09% | Reduce -1.2% | 3,193 | $431K |
| ProVise Management Group, LLC | 0.03% | No change | 3,193 | $431K |
| Aspire Capital Advisors LLC | 0.13% | No change | 3,180 | $430K |
| Palisade Asset Management, LLC | 0.04% | Reduce -2.0% | 3,157 | $426K |
| Stiles Financial Services Inc | 0.15% | Reduce -29.0% | 3,149 | $425K |
| Sabal Trust CO | 0.02% | No change | 3,145 | $425K |
| Northstar Group, Inc. | 0.08% | No change | 3,126 | $422K |
| Trust Co. of Vermont | 0.02% | Add +5.7% | 3,106 | $420K |
| Essex Bank | 0.10% | Reduce -2.6% | 3,086 | $417K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.1% | 3,073 | $415K |
| Brookstone Capital Management | 0.01% | Add +20.8% | 3,072 | $415K |
| Future Financial Wealth Managment LLC | 0.30% | No change | 3,065 | $414K |
| Continuum Wealth Advisors, LLC | 0.22% | No change | 3,058 | $413K |
| Vision Capital Management, Inc. | 0.06% | No change | 3,049 | $412K |
| Summit Financial, LLC | 0.02% | Reduce -6.2% | 3,042 | $411K |
| Armor Investment Advisors, LLC | 0.17% | Reduce -14.3% | 3,041 | $411K |
| Westmount Partners, LLC | 0.12% | Reduce -6.5% | 3,018 | $408K |
| Allie Family Office LLC | 0.22% | New | 3,000 | $405K |
| TrueWealth Advisors, LLC | 0.14% | No change | 3,000 | $405K |
| Davis R M Inc. | 0.01% | No change | 2,999 | $405K |
| Thrive Wealth Management, LLC | 0.07% | Add +1.1% | 2,998 | $405K |
| AF Advisors, Inc. | 0.06% | Add +0.3% | 2,992 | $404K |
| Turtle Creek Wealth Advisors, LLC | 0.08% | Add +80.1% | 2,986 | $403K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 2,960 | $400K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Add +1.2% | 2,916 | $394K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | No change | 2,914 | $394K |
| Pflug Koory, LLC | 0.03% | — | 2,912 | $393K |
| Sandy Spring Bank | 0.02% | No change | 2,900 | $392K |
| One Capital Management, LLC | 0.01% | Reduce -26.0% | 2,893 | $391K |
| Fogel Capital Management, Inc. | 0.20% | No change | 2,870 | $388K |
| O'Dell Group, LLC | 0.09% | Reduce -0.9% | 2,866 | $387K |
| Capital Market Strategies LLC | 0.23% | Reduce -0.2% | 2,864 | $387K |
| Procyon Advisors, LLC | 0.03% | No change | 2,862 | $387K |
| Vantage Investment Partners, LLC | 0.03% | No change | 2,845 | $384K |
| Etfidea, LLC | 0.12% | Reduce -7.3% | 2,836 | $383K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,829 | $382K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,819 | $381K |
| Balanced Wealth Group LLC | 0.17% | Add +1.1% | 2,813 | $380K |
| Sage Capital Advisors,llc | 0.10% | Add +1.1% | 2,810 | $380K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 2,810 | $380K |
| Dixon Fnancial Services, Inc. | 0.20% | No change | 2,805 | $379K |
| Arbor Investment Advisors, LLC | 0.05% | Reduce -3.0% | 2,796 | $378K |
| Founders Financial Alliance, LLC | 0.10% | Add +0.5% | 2,787 | $376K |
| Mather Group, Llc. | 0.00% | Reduce -15.6% | 2,767 | $374K |
| PBMares Wealth Management LLC | 0.08% | No change | 2,763 | $373K |
| Providence Capital Advisors, LLC | 0.07% | Reduce -20.9% | 2,756 | $372K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $372K |
| Wedmont Private Capital | 0.02% | No change | 2,772 | $369K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.7% | 2,719 | $367K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,713 | $366K |
| Florida Trust Wealth Management Co | 0.01% | No change | 2,710 | $366K |
| CFM Wealth Partners LLC | 0.06% | Reduce -3.3% | 2,693 | $364K |
| Kiely Wealth Advisory Group, Inc. | 0.23% | Reduce -2.2% | 2,619 | $362K |
| LongView Wealth Management | 0.12% | Add +0.1% | 2,680 | $362K |
| Ritholtz Wealth Management | 0.01% | Add +33.7% | 2,678 | $362K |
| Northwest Financial Advisors | 0.29% | Add +12.2% | 2,674 | $361K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,671 | $361K |
| Donald L. Hagan, LLC | 0.18% | No change | 2,670 | $361K |
| Biltmore Family Office, LLC | 0.06% | No change | 2,667 | $360K |
| FSA Wealth Management LLC | 0.14% | — | 2,665 | $360K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.5% | 2,658 | $359K |
| Security National Bank of Sioux City Iowa | 0.22% | No change | 2,655 | $359K |
| Orleans Capital Management Corp. | 0.20% | No change | 2,650 | $358K |
| BLB&B Advisors, LLC | 0.02% | Add +2.3% | 2,643 | $357K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 2,645 | $356K |
| Philadelphia Trust Co. | 0.03% | Reduce -3.0% | 2,633 | $356K |
| Atria Investments, Inc | 0.00% | Reduce -81.9% | 2,630 | $355K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +4.0% | 2,624 | $354K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -5.3% | 2,620 | $354K |
| Phillips Financial Management, LLC | 0.03% | Reduce -16.1% | 2,594 | $350K |
| Calton & Associates, Inc. | 0.13% | Add +33.9% | 2,593 | $350K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -2.2% | 2,589 | $350K |
| Journey Strategic Wealth LLC | 0.01% | Add +6.9% | 2,589 | $350K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 2,582 | $349K |
| Gainplan LLC | 0.16% | No change | 2,869 | $347K |
| Glassman Wealth Services | 0.06% | No change | 2,569 | $347K |
| American Financial & Tax Strategies Inc. | 0.17% | Add +7.9% | 2,553 | $345K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 2,548 | $344K |
| Trivium Point Advisory, LLC | 0.05% | Add +13.9% | 2,483 | $343K |
| RMR Wealth Builders | 0.04% | Add +0.2% | 2,539 | $343K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,533 | $342K |
| First Heartland Consultants, Inc. | 0.04% | Add +2.5% | 2,526 | $341K |
| Mystic Asset Management, Inc. | 0.13% | Reduce -1.6% | 2,513 | $339K |
| Marquette Asset Management, LLC | 0.05% | No change | 2,508 | $339K |
| Passive Capital Management, LLC. | 0.12% | No change | 2,500 | $338K |
| Mengis Capital Management, Inc. | 0.07% | No change | 2,500 | $338K |
| United Bank | 0.04% | No change | 2,499 | $338K |
| Kingfisher Capital LLC | 0.08% | Add +0.3% | 2,487 | $336K |
| MRA Advisory Group | 0.18% | No change | 2,483 | $335K |
| AllSquare Wealth Management LLC | 0.19% | No change | 2,476 | $334K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $334K |
| Aveo Capital Partners, LLC | 0.04% | Add +13.9% | 2,470 | $334K |
| Lane & Associates LLC | 0.18% | Reduce -0.7% | 2,465 | $333K |
| Strategic Family Wealth Counselors, L.L.C. | 0.12% | Add +0.4% | 2,461 | $332K |
| Advisor OS, LLC | 0.03% | New | 2,459 | $332K |
| Ironwood Investment Counsel, LLC | 0.06% | No change | 2,445 | $330K |
| C2C Wealth Management, LLC | 0.31% | Reduce -2.0% | 2,450 | $330K |
| Cornerstone Advisory, LLC | 0.04% | Add +0.7% | 2,440 | $330K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,438 | $329K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $327K |
| Northwest Bancshares, Inc. | 0.06% | No change | 2,416 | $326K |
| Lee Danner & Bass Inc. | 0.02% | Reduce -26.6% | 2,410 | $326K |
| CoreFirst Bank & Trust | 0.19% | Reduce -6.2% | 2,411 | $326K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 2,403 | $325K |
| Tudor Financial Inc. | 0.20% | — | 2,396 | $324K |
| Pacific Sun Financial Corp | 0.18% | Reduce -4.4% | 2,392 | $323K |
| Carmichael Hill & Associates, Inc. | 0.12% | No change | 2,385 | $322K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -62.3% | 2,360 | $319K |
| Elyxium Wealth, LLC | 0.17% | — | 2,350 | $317K |
| Pacific Center for Financial Services | 0.08% | Add +0.8% | 2,350 | $317K |
| BlueChip Wealth Advisors LLC | 0.17% | No change | 2,342 | $316K |
| GW&K Investment Management, LLC | 0.00% | Add +38.3% | 2,342 | $316K |
| Money Concepts Capital Corp. | 0.02% | Reduce -0.3% | 2,338 | $316K |
| WoodTrust Financial Corp | 0.04% | Add +5.3% | 2,331 | $315K |
| Orion Capital Management LLC | 0.15% | Reduce -14.7% | 2,330 | $315K |
| Clarus Group, Inc. | 0.13% | No change | 2,329 | $315K |
| MJP Associates Inc. | 0.06% | New | 2,328 | $314K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 2,324 | $314K |
| Access Financial Services, Inc. | 0.14% | No change | 2,323 | $314K |
| Northwest Investment Counselors, LLC | 0.07% | Reduce -4.3% | 2,305 | $311K |
| Castle Wealth Management LLC | 0.12% | No change | 2,300 | $311K |
| Rockland Trust Co. | 0.02% | No change | 2,300 | $311K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.15% | Reduce -30.4% | 2,288 | $309K |
| Accredited Investors Inc. | 0.02% | Add +25.4% | 2,288 | $309K |
| CFO4Life Group, LLC | 0.05% | Add +3.8% | 2,284 | $309K |
| IRON Financial LLC | 0.17% | Add +0.6% | 2,277 | $308K |
| Allred Capital Management, LLC | 0.12% | Add +0.3% | 2,270 | $306K |
| Heritage Wealth Advisors | 0.01% | No change | 2,260 | $305K |
| United Advisor Group, LLC | 0.07% | New | 2,259 | $305K |
| American Institute for Advanced Investment Management, LLP | 0.22% | No change | 2,256 | $305K |
| West Coast Financial LLC | 0.03% | Reduce -8.1% | 2,256 | $305K |
| Moss Adams Wealth Advisors LLC | 0.03% | Reduce -13.3% | 2,253 | $304K |
| HWG Holdings LP | 0.10% | New | 2,250 | $304K |
| Certified Advisory Corp | 0.03% | No change | 2,240 | $303K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 2,239 | $302K |
| Altus Wealth Group LLC | 0.13% | Reduce -21.0% | 2,236 | $302K |
| Capital City Trust Co. | 0.07% | No change | 2,222 | $300K |
| Charles Schwab Trust Co | 0.03% | Reduce -50.0% | 2,216 | $299K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,209 | $298K |
| Bessemer Group Inc. | 0.00% | Reduce -14.8% | 2,206 | $298K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -0.1% | 2,195 | $296K |
| RFG Advisory, LLC | 0.01% | Reduce -2.6% | 2,190 | $296K |
| Courage Miller Partners, LLC | 0.10% | Reduce -1.3% | 2,179 | $294K |
| First Hawaiian Bank | 0.01% | Reduce -26.2% | 2,171 | $293K |
| Avion Wealth | 0.08% | No change | 2,176 | $293K |
| LCNB Corp. | 0.10% | No change | 2,165 | $292K |
| UMB Bank, n.a. | 0.00% | No change | 2,150 | $290K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -0.2% | 2,147 | $290K |
| Hoffman, Alan N Investment Management | 0.14% | No change | 2,134 | $288K |
| TrinityPoint Wealth, LLC | 0.04% | No change | 2,131 | $288K |
| Quent Capital, LLC | 0.03% | No change | 2,122 | $287K |
| First Western Trust Bank | 0.01% | No change | 2,116 | $286K |
| Private Capital Management LLC | 0.05% | Reduce -7.5% | 2,103 | $284K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 2,100 | $284K |
| Augustine Asset Management Inc. | 0.10% | Add +1.2% | 2,094 | $283K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -2.8% | 2,090 | $282K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,087 | $282K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 2,083 | $281K |
| Breakwater Investment Management | 0.12% | Add +0.5% | 2,082 | $281K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.4% | 2,072 | $280K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.1% | 2,060 | $278K |
| Piscataqua Savings Bank | 0.24% | No change | 2,060 | $278K |
| Hixon Zuercher, LLC | 0.11% | No change | 2,056 | $278K |
| First American Bank | 0.02% | No change | 2,050 | $277K |
| CIBC Asset Management Inc | 0.00% | Reduce -64.9% | 2,050 | $277K |
| Northeast Investment Management | 0.01% | No change | 2,047 | $276K |
| Staley Capital Advisers Inc. | 0.01% | No change | 2,041 | $276K |
| Capital Advisors Inc. | 0.01% | Add +0.3% | 2,034 | $275K |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 2,029 | $274K |
| Sterling Financial Planning, Inc. | 0.10% | Reduce -6.8% | 2,017 | $272K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -2.0% | 2,009 | $271K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,008 | $271K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,006 | $271K |
| Measured Wealth Private Client Group, LLC | 0.09% | No change | 2,004 | $271K |
| Gridiron Partners, LLC | 0.16% | No change | 2,000 | $270K |
| Bantamac Capital, LLC | 0.13% | No change | 2,000 | $270K |
| Southland Equity Partners LLC | 0.07% | Add +5.9% | 1,999 | $270K |
| Semus Wealth Partners LLC | 0.19% | Reduce -15.0% | 1,996 | $270K |
| MainStreet Investment Advisors LLC | 0.04% | Reduce -2.7% | 1,990 | $269K |
| Denver Wealth Management, Inc. | 0.12% | Add +0.8% | 1,988 | $268K |
| Renasant Bank | 0.18% | Reduce -2.2% | 1,985 | $268K |
| StoneX Group Inc. | 0.02% | Add +0.7% | 1,982 | $268K |
| WFA of San Diego, LLC | 0.23% | Reduce -2.3% | 1,980 | $267K |
| Vicus Capital | 0.02% | Add +0.7% | 1,979 | $267K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $267K |
| Stillwater Capital Advisors, LLC | 0.03% | New | 1,971 | $266K |
| Heritage Financial Services, LLC | 0.04% | Add +17.3% | 1,970 | $266K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Reduce -16.9% | 1,968 | $266K |
| 9258 Wealth Management, LLC | 0.04% | Reduce -26.3% | 1,965 | $265K |
| Waters Parkerson & Co., LLC | 0.01% | No change | 1,960 | $265K |
| Sterling Wealth Management, Inc. | 0.10% | No change | 1,961 | $265K |
| My Legacy Advisors, LLC | 0.10% | Reduce -21.4% | 1,957 | $264K |
| Zacks Investment Management | 0.00% | Add +0.5% | 1,947 | $263K |
| Cedar Wealth Management, LLC | 0.08% | No change | 1,944 | $263K |
| AtlasMark Financial, Inc | 0.24% | — | 1,943 | $262K |
| Valley National Advisers Inc. | 0.05% | No change | 1,939 | $261K |
| Legacy Advisors, LLC | 0.03% | No change | 1,924 | $260K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.4% | 1,917 | $259K |
| Colonial Trust Advisors | 0.02% | Add +7.0% | 1,912 | $258K |
| Dudley Capital Management, LLC | 0.13% | No change | 1,900 | $257K |
| Benedict Financial Advisors Inc. | 0.06% | Add +2.3% | 1,898 | $256K |
| Rockwood Wealth Management, LLC | 0.03% | Reduce -9.7% | 1,898 | $256K |
| Allegheny Financial Group | 0.06% | Add +0.3% | 1,892 | $256K |
| Segment Wealth Management, LLC | 0.02% | No change | 1,878 | $254K |
| Colonial Trust Co / SC | 0.04% | No change | 1,878 | $254K |
| Headinvest, LLC | 0.05% | No change | 1,870 | $253K |
| Hills Bank & Trust Co | 0.02% | Reduce -6.0% | 1,870 | $253K |
| Azimuth Capital Investment Management LLC | 0.01% | Add +11.8% | 1,863 | $252K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | Add +0.3% | 1,854 | $250K |
| Advisors Capital Management, LLC | 0.00% | Add +4.8% | 1,849 | $250K |
| Sterling Investment Advisors LLC | 0.14% | Add +0.5% | 1,849 | $250K |
| Rothschild Investment LLC | 0.02% | No change | 1,840 | $249K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 1,835 | $248K |
| American Financial Advisors, LLC | 0.03% | Add +0.1% | 1,831 | $247K |
| Forum Financial Management, LP | 0.00% | New | 1,831 | $247K |
| Forte Capital LLC | 0.03% | New | 1,820 | $246K |
| St Germain D J Co. Inc. | 0.01% | Reduce -7.5% | 1,814 | $245K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -8.7% | 1,811 | $245K |
| Perennial Investment Advisors, LLC | 0.03% | New | 1,802 | $243K |
| Flagship Private Wealth, LLC | 0.12% | Add +1.0% | 1,792 | $242K |
| Lauterbach Financial Advisors, LLC | 0.15% | No change | 1,790 | $242K |
| Sensible Money, LLC | 0.11% | New | 1,787 | $241K |
| Ascent Group, LLC | 0.02% | Reduce -9.8% | 1,783 | $241K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -22.8% | 1,780 | $240K |
| Norden Group LLC | 0.03% | New | 1,773 | $239K |
| Davidson Trust Co. | 0.12% | New | 1,769 | $239K |
| Gray Private Wealth, LLC | 0.14% | No change | 1,768 | $239K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -8.9% | 1,767 | $239K |
| Carderock Capital Management Inc. | 0.06% | No change | 1,766 | $239K |
| Columbia Bank | 0.09% | No change | 1,750 | $236K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -0.4% | 1,747 | $236K |
| Cairn Investment Group, Inc. | 0.13% | No change | 1,742 | $235K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.7% | 1,731 | $234K |
| Carson Advisory Inc. | 0.15% | Add +3.1% | 1,731 | $234K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,721 | $232K |
| Northstar Advisory Group, LLC | 0.12% | Add +0.4% | 1,716 | $232K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.3% | 1,714 | $232K |
| NBT Bank, N.A. | 0.02% | Reduce -14.3% | 1,713 | $231K |
| Latitude Advisors, LLC | 0.13% | Reduce -2.8% | 1,713 | $231K |
| Anchor Investment Management, LLC | 0.02% | Reduce -3.3% | 1,712 | $231K |
| Motco | 0.02% | Reduce -3.6% | 1,711 | $231K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +0.1% | 1,710 | $231K |
| North Star Asset Management Inc. | 0.01% | No change | 1,710 | $231K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,705 | $230K |
| Radnor Capital Management, LLC | 0.03% | New | 1,702 | $230K |
| Treynor Bancshares, Inc. | 0.24% | Reduce -1.7% | 1,701 | $230K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 1,697 | $229K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 1,690 | $228K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,685 | $228K |
| Uhlmann Price Securities, LLC | 0.18% | — | 1,680 | $227K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -15.2% | 1,678 | $227K |
| Francis Financial, Inc. | 0.06% | No change | 1,675 | $226K |
| Middleton & Co. Inc. | 0.03% | No change | 1,675 | $226K |
| Signaturefd, LLC | 0.00% | Add +2.3% | 1,674 | $226K |
| KPP Advisory Services LLC | 0.05% | Reduce -8.2% | 1,673 | $226K |
| Rise Advisors, LLC | 0.11% | Reduce -4.7% | 1,667 | $225K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,665 | $225K |
| Interactive Financial Advisors, Inc. | 0.12% | Reduce -12.4% | 1,662 | $224K |
| Sard Wealth Management Group, LLC | 0.15% | Reduce -9.5% | 1,659 | $224K |
| RiverGlades Family Offices LLC | 0.16% | New | 1,650 | $223K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -39.5% | 1,653 | $223K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 1,647 | $222K |
| Pasadena Private Wealth, LLC | 0.05% | New | 1,640 | $221K |
| Morton Capital Management LLC | 0.04% | New | 1,638 | $221K |
| Charter Oak Capital Management, LLC | 0.02% | New | 1,634 | $221K |
| First Merchants Corp. | 0.01% | New | 1,632 | $220K |
| Fiduciary Alliance LLC | 0.03% | New | 1,627 | $220K |
| LJI Wealth Management, LLC | 0.04% | Reduce -6.3% | 1,627 | $220K |
| Dentgroup LLC | 0.16% | Reduce -2.8% | 1,624 | $219K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | New | 1,623 | $219K |
| Fidelity D & D Bancorp Inc. | 0.15% | New | 1,619 | $219K |
| Capasso Planning Partners LLC | 0.06% | Reduce -6.9% | 1,614 | $218K |
| Worth Financial Advisory Group, LLC | 0.13% | New | 1,609 | $217K |
| Howard Wealth Management, LLC | 0.13% | New | 1,602 | $216K |
| Firestone Capital Management | 0.05% | New | 1,601 | $216K |
| Wealth Advisory Solutions, LLC | 0.06% | Reduce -18.0% | 1,594 | $215K |
| Adapt Wealth Advisors, LLC | 0.11% | New | 1,590 | $215K |
| Arq Wealth Advisors, LLC | 0.08% | New | 1,600 | $215K |
| Fermata Advisors, LLC | 0.04% | Reduce -14.5% | 1,583 | $214K |
| Capital Investment Counsel, Inc | 0.03% | Reduce -12.5% | 1,578 | $213K |
| Private Management Group Inc. | 0.01% | New | 1,577 | $213K |
| Paces Ferry Wealth Advisors, LLC | 0.12% | New | 1,571 | $212K |
| Reynders McVeigh Capital Management, LLC | 0.01% | New | 1,569 | $212K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 2,040 | $210K |
| Cypress Capital, LLC | 0.05% | Add +7585.0% | 1,537 | $208K |
| Seneca Financial Advisors LLC | 0.10% | New | 1,537 | $208K |
| KOM Wealth Management Group, LLC | 0.17% | New | 1,527 | $206K |
| Advisory Alpha, LLC | 0.01% | New | 1,519 | $205K |
| Santori & Peters, Inc. | 0.08% | New | 1,520 | $205K |
| Ti-Trust, Inc. | 0.15% | New | 1,518 | $205K |
| Atlantic Union Bankshares Corp | 0.01% | New | 1,518 | $205K |
| Fairhaven Wealth Management, LLC | 0.06% | New | 1,515 | $205K |
| Iron Gate Global Advisors LLC | 0.03% | New | 1,511 | $204K |
| Security Financial Services, INC. | 0.04% | New | 1,507 | $204K |
| Highline Wealth Partners LLC | 0.07% | Add +1.1% | 1,507 | $204K |
| Nilsine Partners, LLC | 0.03% | New | 1,506 | $203K |
| Dunhill Financial, LLC | 0.10% | Add +48.7% | 1,502 | $203K |
| Objective Capital Management, LLC | 0.12% | — | 1,500 | $203K |
| Triumph Capital Management | 0.07% | New | 1,500 | $203K |
| Asio Capital, LLC | 0.04% | New | 1,500 | $203K |
| Bremer Bank National Association | 0.04% | New | 1,500 | $203K |
| Summit Asset Management, LLC | 0.02% | New | 1,500 | $203K |
| Nvwm, LLC | 0.05% | Add +18.0% | 1,495 | $202K |
| Berger Financial Group, Inc | 0.01% | New | 1,493 | $202K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,490 | $201K |
| Colonial River Investments, LLC | 0.10% | New | 1,486 | $201K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | New | 1,483 | $200K |
| Ancora Advisors LLC | 0.00% | No change | 1,475 | $199K |
| Element Wealth, LLC | 0.10% | No change | 1,431 | $193K |
| Old Second National Bank of Aurora | 0.05% | Add +57.4% | 1,417 | $191K |
| Blue Trust, Inc. | 0.00% | Reduce -23.7% | 1,567 | $190K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 1,400 | $189K |
| Larson Financial Group LLC | 0.01% | Add +1.1% | 1,298 | $175K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,285 | $174K |
| LRI Investments, LLC | 0.02% | No change | 1,255 | $173K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,281 | $173K |
| Concord Wealth Partners | 0.03% | Add +1.1% | 1,277 | $173K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.1% | 1,256 | $170K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $166K |
| First Financial Corp. | 0.08% | Reduce -3.5% | 1,211 | $164K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 1,203 | $162K |
| Annapolis Financial Services, LLC | 0.05% | No change | 1,200 | $162K |
| Riverview Trust Co | 0.14% | No change | 1,196 | $162K |
| Ashton Thomas Securities, LLC | 0.03% | Add +72.7% | 1,190 | $161K |
| Westend Capital Management, LLC | 0.05% | No change | 1,180 | $159K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,145 | $155K |
| Crewe Advisors LLC | 0.02% | Reduce -5.9% | 1,126 | $152K |
| Missouri Trust & Investment Co | 0.05% | No change | 1,125 | $152K |
| CNB Bank | 0.07% | No change | 1,102 | $149K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,100 | $149K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +1.2% | 1,098 | $148K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $148K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,093 | $148K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,066 | $144K |
| Integrity Financial Corp | 0.08% | No change | 1,050 | $142K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +10.4% | 1,029 | $139K |
| FWL Investment Management, LLC | 0.05% | No change | 1,015 | $137K |
| Balefire, LLC | 0.05% | No change | 1,015 | $137K |
| FPC Investment Advisory, Inc. | 0.11% | No change | 1,010 | $134K |
| Raffa Wealth Management, LLC | 0.03% | Add +1.1% | 972 | $131K |
| Hanson & Doremus Investment Management | 0.02% | No change | 932 | $126K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -28.5% | 926 | $125K |
| Key Financial Inc | 0.03% | Reduce -10.0% | 903 | $122K |
| Grand Wealth Management, LLC | 0.07% | No change | 899 | $121K |
| AlphaMark Advisors, LLC | 0.04% | No change | 890 | $120K |
| Global Financial Private Client, LLC | 0.05% | No change | 868 | $117K |
| Bray Capital Advisors | 0.03% | No change | 837 | $113K |
| WealthShield Partners, LLC | 0.01% | No change | 822 | $111K |
| Gen-Wealth Partners Inc | 0.05% | No change | 823 | $111K |
| Quadrant Capital Group LLC | 0.01% | No change | 815 | $110K |
| Creative Financial Designs Inc. | 0.01% | Reduce -5.8% | 813 | $110K |
| Banque Cantonale Vaudoise | 0.00% | Add +10.1% | 798 | $108K |
| Davis Capital Management | 0.08% | Reduce -2.5% | 793 | $107K |
| Country Trust Bank | 0.00% | No change | 785 | $106K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 756 | $102K |
| Olistico Wealth, LLC | 0.06% | No change | 713 | $96K |
| MCF Advisors LLC | 0.01% | No change | 701 | $95K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -30.5% | 683 | $92K |
| Morse Asset Management, Inc | 0.02% | New | 682 | $92K |
| Planning Capital Management Corp | 0.06% | No change | 679 | $92K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 667 | $90K |
| Peoples Financial Services Corp. | 0.04% | Add +137.4% | 667 | $90K |
| West Oak Capital, LLC | 0.04% | No change | 650 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 645 | $87K |
| Hobbs Group Advisors, LLC | 0.03% | No change | 635 | $86K |
| Accordant Advisory Group Inc | 0.10% | No change | 633 | $85K |
| Creekmur Asset Management LLC | 0.02% | Add +0.3% | 593 | $80K |
| WFA Asset Management Corp | 0.04% | Reduce -41.4% | 586 | $79K |
| Schroder Investment Management Group | 0.00% | No change | 570 | $77K |
| Friedenthal Financial | 0.04% | Add +0.2% | 561 | $76K |
| Clearstead Trust, LLC | 0.02% | No change | 560 | $76K |
| Wintrust Investments LLC | 0.06% | Reduce -92.5% | 558 | $75K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $74K |
| City State Bank | 0.03% | No change | 530 | $72K |
| Russell Investments Group, Ltd. | 0.00% | Add +44.2% | 519 | $70K |
| Centerpoint Advisors, LLC | 0.02% | Reduce -13.4% | 511 | $69K |
| Cape Investment Advisory, Inc. | 0.03% | No change | 500 | $68K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 500 | $68K |
| Financial Connections Group, Inc. | 0.03% | No change | 497 | $67K |
| Fortitude Family Office, LLC | 0.03% | No change | 490 | $66K |
| MilWealth Group LLC | 0.02% | No change | 487 | $66K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 482 | $65K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 468 | $63K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.9% | 462 | $62K |
| Adirondack Trust Co. | 0.02% | Reduce -65.4% | 450 | $61K |
| MTM Investment Management, LLC | 0.02% | No change | 450 | $60K |
| First PREMIER Bank | 0.01% | No change | 447 | $60K |
| Morris Financial Concepts, Inc. | 0.03% | Reduce -1.8% | 434 | $59K |
| Cornerstone National Bank & Trust Co | 0.03% | New | 420 | $57K |
| Compass Wealth Management LLC | 0.01% | No change | 416 | $56K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -65.3% | 407 | $55K |
| Salomon & Ludwin, LLC | 0.01% | No change | 403 | $54K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $53K |
| Fairfield Financial Advisors, LTD | 0.02% | Add +0.5% | 391 | $53K |
| Richardson Financial Services Inc. | 0.03% | No change | 419 | $51K |
| Fairman Group, LLC | 0.05% | Add +0.5% | 373 | $50K |
| Tidemark, LLC | 0.02% | Reduce -29.9% | 373 | $50K |
| Hemington Wealth Management | 0.01% | New | 371 | $49K |
| Horizons Wealth Management | 0.04% | No change | 360 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +637.5% | 354 | $48K |
| Legacy Bridge, LLC | 0.03% | No change | 350 | $47K |
| First Personal Financial Services | 0.01% | No change | 350 | $47K |
| Main Street Group, LTD | 0.02% | Add +81.8% | 340 | $46K |
| Clean Yield Group | 0.01% | No change | 328 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 314 | $42K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 348 | $42K |
| M&R Capital Management Inc. | 0.01% | Add +1455.0% | 311 | $42K |
| Pin Oak Investment Advisors Inc. | 0.04% | No change | 311 | $42K |
| JDM Financial Group LLC | 0.02% | Add +33.3% | 300 | $41K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 300 | $41K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $41K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 300 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $39K |
| Financial Freedom, LLC | 0.02% | No change | 279 | $38K |
| West Financial Advisors, LLC | 0.01% | No change | 273 | $37K |
| Ascentis Wealth Management, LLC | 0.01% | — | 264 | $36K |
| Syntrinsic LLC | 0.01% | No change | 250 | $34K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 247 | $33K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 246 | $33K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Reduce -54.7% | 245 | $33K |
| CGC Financial Services, LLC | 0.01% | No change | 238 | $32K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $32K |
| GAMMA Investing LLC | 0.00% | No change | 232 | $31K |
| Trust Co | 0.00% | No change | 220 | $30K |
| JNBA Financial Advisors | 0.00% | No change | 204 | $28K |
| Rice Partnership, LLC | 0.01% | No change | 200 | $27K |
| Avalon Trust Co | 0.00% | No change | 200 | $27K |
| Cyrus J. Lawrence, LLC | 0.01% | No change | 200 | $27K |
| Ransom Advisory, Ltd | 0.01% | No change | 190 | $26K |
| Kozak & Associates, Inc. | 0.01% | Add +1.2% | 173 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 176 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 169 | $23K |
| Y.D. More Investments Ltd | 0.00% | No change | 165 | $22K |
| Addison Advisors LLC | 0.01% | Reduce -34.5% | 152 | $21K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Add +14.5% | 150 | $20K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +1.4% | 145 | $20K |
| Transcendent Capital Group LLC | 0.01% | Add +1.4% | 141 | $19K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $19K |
| TFC Financial Management, Inc. | 0.00% | Add +1.5% | 135 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $18K |
| Family Manage LLC | 0.00% | No change | 131 | $18K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -23.0% | 127 | $17K |
| Grove Bank & Trust | 0.00% | No change | 126 | $17K |
| ZynergyRetirementPlanningLLC | 0.01% | New | 121 | $16K |
| Chilton Capital Management LLC | 0.00% | Reduce -51.0% | 120 | $16K |
| Sound Income Strategies, LLC | 0.00% | Reduce -72.7% | 120 | $16K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 117 | $16K |
| Advisors Asset Management, Inc. | 0.00% | No change | 117 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 115 | $16K |
| ORG Partners LLC | 0.00% | Reduce -57.2% | 113 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -41.7% | 112 | $15K |
| Tsfg, LLC | 0.00% | Reduce -12.7% | 110 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 110 | $15K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $15K |
| PSI Advisors, LLC | 0.00% | Add +1.0% | 103 | $14K |
| Tucker Asset Management LLC | 0.00% | Add +104.0% | 102 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $14K |
| Oarsman Capital, Inc. | 0.00% | New | 100 | $14K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 90 | $12K |
| Silicon Valley Capital Partners | 0.00% | No change | 88 | $12K |
| Manchester Capital Management LLC | 0.00% | No change | 85 | $11K |
| Robbins Farley | 0.01% | No change | 75 | $10K |
| Delta Asset Management LLC | 0.00% | No change | 75 | $10K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 72 | $10K |
| Hanseatic Management Services Inc. | 0.01% | No change | 67 | $9K |
| Center for Financial Planning, Inc. | 0.00% | No change | 61 | $8K |
| Claris Advisors, LLC / Mo / | 0.00% | New | 54 | $7K |
| Register Financial Advisors LLC | 0.00% | Add +1.9% | 54 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -83.7% | 52 | $7K |
| Voisard Asset Management Group, Inc. | 0.00% | Reduce -9.1% | 50 | $7K |
| Aspire Wealth Management Corp | 0.00% | No change | 48 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -41.3% | 44 | $6K |
| Broadwater Capital Management LLC | 0.00% | No change | 42 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $3K |
| Bfsg, LLC | 0.00% | No change | 25 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | New | 6 | $810 |
| West Branch Capital LLC | 0.00% | New | 4 | $541 |
| Costello Asset Management, INC | 0.00% | No change | 4 | $540 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 4 | $540 |
| Hoey Investments, Inc. | 0.00% | No change | 4 | $484 |
| 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.