iShares Select Dividend ETFDVYETF

13F holders, Q4 2024 (December 31)
1,331holders +75
65new positions
63sold out
3famous investors
$131.29avg. 13F price*

At the end of Q4 2024, 1,331 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 75 from Q3 2024. 65 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($863.6M) and Wells Fargo & Company ($508.9M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions65$56.9M
Exits63$54.9M

All 13F filers, Q3 2024 → Q4 2024: 4,014,596 shares bought and 1,332,670 shares sold, net +2,681,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,331 holders

Bank of America Corp. 0.10% Reduce -0.4% 8,294,357 $1.1B
Morgan Stanley 0.06% Add +5.9% 6,578,131 $863.6M
Wells Fargo & Company 0.12% Add +5.0% 3,875,784 $508.9M
PNC Financial Services Group, Inc. 0.34% Reduce -1.2% 3,815,959 $501.0M
Northern Trust Corp. 0.05% Reduce -2.0% 2,898,608 $380.6M
Royal Bank of Canada 0.07% Add +4.5% 2,346,687 $308.1M
Bank of New York Mellon Corp 0.05% Add +0.7% 1,881,782 $247.1M
JPMorgan Chase & Co. 0.02% Add +22.8% 1,695,199 $222.6M
LPL Financial LLC 0.09% Add +8.9% 1,596,398 $209.6M
Envestnet Asset Management Inc. 0.07% Add +2.5% 1,587,775 $208.5M
Truist Financial Corp. 0.25% Add +3.9% 1,195,080 $156.9M
Raymond James Financial Inc. 0.06% — 1,190,665 $156.3M
US Bancorp \de 0.19% Reduce -3.0% 1,125,515 $147.8M
UBS Group AG 0.03% Add +8.0% 1,112,356 $146.0M
Howard Capital Management, LLC 2.01% No change 984,600 $129.3M
Bank of Montreal 0.05% Reduce -4.1% 755,512 $99.2M
Northside Capital Management, LLC 23.80% Add +0.0% 681,480 $89.5M
Commonwealth Equity Services, LLC 0.12% Add +0.8% 646,644 $84.9M
Goldman Sachs Group Inc. 0.02% Reduce -2.5% 601,173 $78.9M
Miller Howard Investments Inc. 2.15% Add +369.5% 498,927 $65.5M
Comerica Bank 0.26% Add +1.9% 493,235 $64.8M
Ameriprise Financial Inc. 0.02% Add +2.8% 490,827 $64.3M
Rockefeller Capital Management L.P. 0.15% Add +6.0% 427,810 $56.2M
Focus Partners Wealth 0.14% Add +795.5% 403,718 $53.0M
Cetera Investment Advisers 0.11% Add +0.2% 386,247 $50.7M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -1.2% 385,747 $50.6M
Private Advisor Group, LLC 0.28% Add +94.0% 384,003 $50.4M
Mariner, LLC 0.08% Reduce -4.8% 378,997 $49.8M
Stifel Financial Corp. 0.04% Add +10.7% 306,725 $40.3M
HighTower Advisors, LLC 0.05% Add +0.1% 301,485 $39.6M
AMG National Trust Bank 1.07% Add +0.6% 295,675 $38.7M
Commerce Bank 0.24% Add +0.4% 291,319 $38.2M
Charles Schwab Investment Management Inc. 0.01% Add +588.4% 288,441 $37.9M
Fifth Third Bancorp 0.14% Reduce -3.7% 288,110 $37.8M
Creative Planning 0.04% Reduce -2.4% 275,839 $36.2M
Moment Partners, LLC 6.62% — 264,610 $34.7M
Osaic Holdings, Inc. 0.07% Reduce -14.6% 253,132 $33.3M
Glenmede Trust Co. NA 0.17% Reduce -0.4% 247,295 $32.5M
Cibc World Market Inc. 0.07% Reduce -1.5% 246,049 $32.3M
National Bank of Canada 0.04% Add +16.4% 245,473 $32.2M
M&T Bank Corp 0.10% Add +2.2% 234,828 $30.8M
LBMC Investment Advisors, LLC 2.42% Add +0.6% 233,853 $30.7M
Assetmark, Inc. 0.08% Reduce -2.0% 230,816 $30.3M
Exchange Traded Concepts, LLC 0.60% Reduce -26.0% 224,501 $29.5M
Baird Financial Group, Inc. 0.06% Add +0.9% 219,389 $28.8M
Ellis Investment Partners, LLC 5.63% Reduce -3.1% 217,615 $28.6M
Synovus Financial Corp. 0.36% Add +0.0% 214,014 $28.1M
Janney Montgomery Scott LLC 0.08% Reduce -0.3% 213,161 $28.0M
St. Clair Advisors, LLC 7.53% Add +0.7% 199,847 $26.2M
Wealth Enhancement Advisory Services, LLC 0.05% Add +24.4% 190,615 $25.0M
Mercer Global Advisors Inc. 0.06% Reduce -6.3% 174,164 $22.9M
First National Bank & Trust Co. of Newtown 4.76% Reduce -3.7% 173,581 $22.8M
BlackRock, Inc. 0.00% Reduce -14.0% 167,514 $22.0M
AlTi Global, Inc. 0.53% Reduce -0.7% 162,406 $21.8M
Gilman Hill Asset Management, LLC 3.69% Add +1439.1% 161,377 $21.2M
Valmark Advisers, Inc. 0.33% Reduce -1.0% 159,661 $21.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +11.2% 159,637 $21.0M
FMR LLC 0.00% Add +12.4% 154,426 $20.3M
Cerity Partners LLC 0.04% Add +0.9% 148,681 $19.5M
Blair William & Co. 0.06% Add +0.1% 148,558 $19.5M
Franklin Resources Inc. 0.01% Reduce -3.0% 144,630 $19.0M
CW Advisors, LLC 0.25% Add +2.2% 138,283 $18.2M
Kestra Advisory Services, LLC 0.10% Add +12.1% 132,157 $17.4M
Fifth Third Wealth Advisors LLC 0.92% Reduce -1.9% 129,542 $17.0M
Arcus Capital Partners, LLC 5.27% Reduce -12.6% 135,195 $16.7M
Capital Investment Advisors, LLC 0.34% Reduce -1.2% 126,066 $16.6M
Trustmark Bank Trust Department 1.20% Reduce -0.1% 122,565 $16.1M
Cullen/Frost Bankers, Inc. 0.20% Add +1.1% 113,758 $14.9M
NTV Asset Management LLC 1.94% Reduce -0.5% 112,041 $14.7M
IFG Advisors, LLC 2.84% Add +0.9% 108,916 $14.3M
Schwarz Dygos Wheeler Investment Advisors LLC 3.36% Add +4.0% 103,610 $13.6M
Avantax Advisory Services, Inc. 0.08% Add +1.3% 101,504 $13.3M
Corient Private Wealth LP 0.02% Reduce -3.4% 100,939 $13.3M
GW Henssler & Associates Ltd. 0.75% Reduce -0.2% 97,033 $13.1M
Kwmg, LLC 1.33% Reduce -1.3% 98,157 $12.9M
Pinnacle Financial Partners Inc 0.26% Add +41.9% 97,048 $12.7M
Beacon Pointe Advisors, LLC 0.14% Add +0.8% 95,018 $12.5M
Equitable Holdings, Inc. 0.12% Add +1.7% 94,753 $12.4M
Powell Investment Advisors, LLC 5.65% Add +0.4% 92,915 $12.2M
Captrust Financial Advisors 0.03% Reduce -1.1% 92,644 $12.2M
MAI Capital Management 0.09% Add +2.2% 89,187 $11.7M
Round Rock Advisors LLC 2.39% Add +1.1% 88,898 $11.7M
Lido Advisors, LLC 0.07% Add +30.8% 88,356 $11.6M
Moneta Group Investment Advisors LLC 0.16% Reduce -0.6% 87,490 $11.5M
Old National Bancorp 0.27% Add +37.2% 86,603 $11.4M
Steward Partners Investment Advisory, LLC 0.10% Add +0.1% 86,020 $11.3M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +304.6% 85,419 $11.2M
&partners 0.13% Add +15.9% 83,269 $10.9M
Cresset Asset Management, LLC 0.05% Add +3.6% 81,895 $10.8M
MYDA Advisors LLC 3.00% New 80,000 $10.5M
JGP Wealth Management, LLC 1.36% Add +3.0% 79,851 $10.5M
North Star Investment Management Corp. 0.73% Add +2.3% 79,634 $10.5M
Pathstone Holdings, LLC 0.05% Add +5.5% 78,947 $10.4M
NewEdge Advisors, LLC 0.06% Add +2.3% 77,463 $10.2M
SOA Wealth Advisors, LLC. 1.79% Reduce -2.7% 73,937 $9.7M
Allen Investment Management, LLC 0.11% No change 72,973 $9.6M
Advisory Services Network, LLC 0.18% Add +10.7% 72,538 $9.5M
Bokf, NA 0.16% Reduce -2.7% 74,015 $9.5M
Linscomb Wealth, Inc. 0.47% Add +1.8% 72,254 $9.5M
Asset Advisors Investment Management, LLC 0.99% Reduce -4.7% 71,793 $9.4M
Wealthspire Advisors, LLC 0.09% Add +0.8% 71,475 $9.4M
Bank of Hawaii 0.52% Reduce -2.4% 71,397 $9.4M
Stratos Wealth Partners, LTD. 0.13% Add +76.9% 67,789 $8.9M
White Lighthouse Investment Management Inc. 1.53% Reduce -3.5% 66,445 $8.7M
Integrated Wealth Concepts LLC 0.10% Add +2.6% 66,330 $8.7M
Dumont & Blake Investment Advisors LLC 2.33% Reduce -0.2% 66,155 $8.7M
Sterling Investment Advisors, Ltd. 2.10% Reduce -0.8% 66,068 $8.7M
Sterling Capital Management LLC 0.12% New 65,793 $8.6M
Sequoia Financial Advisors, LLC 0.08% Add +33.9% 64,070 $8.4M
Florin Court Capital LLP 8.70% Reduce -2.9% 63,800 $8.4M
Mutual Advisors, LLC 0.24% Reduce -3.7% 62,362 $8.4M
Beaumont Financial Advisors, LLC 0.62% Add +0.2% 62,790 $8.2M
Citizens Financial Group Inc. 0.16% Add +4.5% 62,426 $8.2M
Pinnacle Financial Group, LLC / IL 3.20% Add +3.8% 62,299 $8.2M
Lee Financial Co 1.14% Reduce -3.6% 61,753 $8.1M
CIBC Private Wealth Group LLC 0.01% Reduce -3.1% 60,075 $7.9M
Verus Financial Partners, Inc. 0.86% Reduce -4.7% 59,893 $7.7M
Edgewood Management LLC 0.02% No change 57,162 $7.5M
Amarillo National Bank 1.34% Reduce -1.5% 55,719 $7.3M
First United Bank & Trust 2.65% Add +3.5% 55,537 $7.3M
Wealth Management Associates, Inc. 3.10% Reduce -0.1% 55,327 $7.3M
Prime Capital Investment Advisors, LLC 0.11% Reduce -1.4% 55,081 $7.2M
HB Wealth Management, LLC 0.07% Reduce -0.2% 53,960 $7.1M
KCM Investment Advisors LLC 0.24% Add +1.8% 52,910 $6.9M
Smithfield Trust Co 0.35% Add +0.1% 52,829 $6.9M
Atria Wealth Solutions, Inc. 0.08% Reduce -2.4% 52,586 $6.9M
Orion Porfolio Solutions, LLC 0.07% Add +61.8% 52,545 $6.9M
Orion Portfolio Solutions, LLC 0.07% Add +61.8% 52,545 $6.9M
DAVENPORT & Co LLC 0.04% Reduce -11.8% 49,901 $6.6M
Integrated Advisors Network LLC 0.31% Add +19.4% 49,755 $6.5M
Gunma Bank,Ltd. 2.12% Reduce -14.0% 49,000 $6.4M
TD Private Client Wealth LLC 0.18% Add +4.3% 48,927 $6.4M
Omega Financial Group, LLC 2.43% Reduce -2.8% 48,819 $6.4M
Stelac Advisory Services LLC 2.49% Add +0.9% 48,727 $6.4M
Highland Capital Management, LLC 0.36% Reduce -1.6% 48,105 $6.3M
Carret Asset Management, LLC 0.69% Reduce -1.6% 48,078 $6.3M
Wedbush Securities Inc. 0.22% Reduce -30.4% 47,800 $6.3M
NorthCoast Asset Management LLC 0.03% Reduce -31.1% 47,258 $6.2M
Glenview Trust Co 0.12% Add +1.7% 47,310 $6.2M
GW&K Investment Management, LLC 0.05% Add +1917.0% 47,237 $6.2M
CoreCap Advisors, LLC 0.28% Add +49.7% 47,015 $6.2M
Balentine LLC 0.25% Reduce -6.9% 46,776 $6.1M
Raab & Moskowitz Asset Management LLC 1.46% Add +2.4% 45,280 $5.9M
Sanctuary Advisors, LLC 0.04% Reduce -12.6% 43,783 $5.9M
New England Asset Management Inc. 1.04% No change 44,150 $5.8M
Principle Wealth Partners LLC 0.40% Add +48.4% 43,566 $5.7M
Brown Advisory Inc. 0.01% Add +7.8% 43,434 $5.7M
Kingswood Wealth Advisors, LLC 0.43% Add +111.5% 43,297 $5.7M
Cornerstone Advisors Asset Management, LLC 1.22% No change 42,864 $5.6M
SPC Financial, Inc. 0.48% Reduce -3.1% 42,252 $5.5M
Burke & Herbert Bank & Trust Co. 1.31% Reduce -0.4% 42,168 $5.5M
Mechanics Bank Trust Department 0.73% Reduce -3.3% 41,694 $5.5M
Jackson, Grant Investment Advisers, Inc. 2.06% Add +0.8% 40,803 $5.4M
Rathbones Group PLC 0.03% Reduce -4.2% 40,766 $5.4M
MML Investors Services, LLC 0.02% Add +16.3% 40,646 $5.3M
FOCUS Wealth Advisors, LLC 2.78% No change 39,965 $5.2M
Oppenheimer & Co. Inc. 0.08% Add +1.7% 39,683 $5.2M
United Capital Financial Advisors, LLC 0.04% Reduce -1.4% 39,606 $5.2M
Eagle Bay Advisors LLC 3.20% No change 38,710 $5.1M
IFP Advisors, Inc 0.17% Add +122.0% 38,437 $5.0M
LMG Wealth Partners, LLC 1.09% Reduce -0.2% 38,207 $5.0M
Landaas & Co. /Wi 1.38% Add +3.5% 37,903 $5.0M
Cornerstone Management, Inc. 0.94% Reduce -0.9% 36,825 $4.8M
Atria Investments, Inc 0.06% Add +1294.7% 36,680 $4.8M
Ferguson Wellman Capital Management, Inc. 0.09% Reduce -0.2% 36,628 $4.8M
Ironwood Financial, llc 1.00% Reduce -7.0% 36,210 $4.8M
Mendel Capital Management LLC 2.88% Add +0.1% 36,137 $4.7M
Scarborough Advisors, LLC 0.67% Add +8.4% 36,056 $4.7M
Keybank National Association 0.02% Add +2.2% 35,893 $4.7M
IFG Advisory, LLC 0.26% Reduce -6.7% 35,590 $4.7M
GoalVest Advisory LLC 1.28% Add +29.7% 35,462 $4.7M
Tradition Wealth Management, LLC 0.41% Add +35.3% 35,305 $4.6M
Ieq Capital, LLC 0.04% Add +14.4% 35,133 $4.6M
Keebeck Wealth Management 0.66% No change 35,086 $4.6M
Cwm, LLC 0.02% Add +10.3% 34,772 $4.6M
Callan Family Office, LLC 0.29% Reduce -11.5% 34,579 $4.5M
MV Capital Management, Inc. 0.48% Reduce -0.4% 33,882 $4.4M
Thrivent Financial for Lutherans 0.01% Reduce -2.7% 33,101 $4.4M
Clearstead Advisors, LLC 0.07% Add +0.0% 33,354 $4.4M
J.W. Cole Advisors, Inc. 0.18% Add +2.6% 33,296 $4.4M
International Assets Investment Management, LLC 0.36% Add +2.7% 33,248 $4.4M
Joseph P. Lucia & Associates, LLC 1.93% Reduce -1.1% 33,111 $4.3M
Albion Financial Group 0.30% No change 33,000 $4.3M
Gallagher Capital Advisors, LLC 3.16% — 32,988 $4.3M
Klingman & Associates, LLC 0.27% No change 32,672 $4.3M
Pinnacle Associates Ltd. 0.06% Reduce -2.6% 32,471 $4.3M
LGL Partners, LLC 0.62% Add +0.9% 32,445 $4.3M
Debussy Capital Management LP 0.65% Reduce -0.8% 31,129 $4.2M
First American Trust, FSB 0.42% Reduce -56.3% 32,263 $4.2M
Murphy, Middleton, Hinkle & Parker, Inc. 2.38% Reduce -1.3% 32,094 $4.2M
Vanguard Group Inc. 0.00% No change 31,658 $4.2M
One Wealth Advisors, LLC 0.61% Reduce 0.0% 31,224 $4.1M
Essex Financial Services, Inc. 0.29% Add +38.6% 30,765 $4.0M
Graves Light Lenhart Wealth, Inc. 0.50% Add +0.7% 30,650 $4.0M
CX Institutional 0.16% Add +11.2% 30,612 $4.0M
Shulman DeMeo Asset Management LLC 1.08% Reduce -4.7% 30,543 $4.0M
Townsend Asset Management Corp. /NC/ 1.45% Add +3.2% 30,312 $4.0M
Scotia Capital Inc. 0.02% Add +21.2% 29,832 $3.9M
Hancock Whitney Corp. 0.12% Add +2.4% 29,825 $3.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -9.4% 29,649 $3.9M
Prospera Financial Services Inc 0.09% Reduce -2.4% 29,579 $3.9M
Inman Jager Wealth Management, LLC 3.01% — 29,374 $3.9M
Granite FO LLC 2.20% No change 29,337 $3.9M
FAS Wealth Partners, Inc. 0.32% Reduce -2.8% 28,963 $3.8M
PKS Advisory Services, LLC 0.94% — 28,699 $3.8M
Mma Asset Management LLC 1.64% Reduce -34.0% 28,601 $3.8M
Arax Advisory Partners 0.24% Reduce -5.0% 28,568 $3.8M
Western Wealth Management, LLC 0.20% Add +30.5% 28,540 $3.7M
Mine & Arao Wealth Creation & Management, LLC. 1.70% Reduce -7.5% 28,263 $3.7M
Alliancebernstein L.P. 0.00% Add +2.6% 27,758 $3.6M
Wealthcare Advisory Partners LLC 0.10% Add +3.8% 27,567 $3.6M
First Commonwealth Financial Corp 0.84% Add +1.8% 26,985 $3.5M
Fulton Bank, N.A. 0.14% Add +20.4% 26,935 $3.5M
Geneos Wealth Management Inc. 0.12% Reduce -2.5% 26,884 $3.5M
Wealth Quarterback LLC 1.63% Reduce -8.9% 26,426 $3.5M
Bouvel Investment Partners, LLC 1.24% Add +35.2% 26,236 $3.4M
Cullen Capital Management, LLC 0.04% New 26,100 $3.4M
Argent Trust Co 0.14% Add +2.7% 25,987 $3.4M
Narwhal Capital Management 0.30% No change 25,949 $3.4M
Johnson Investment Counsel Inc. 0.03% Reduce -2.8% 25,862 $3.4M
Independent Advisor Alliance 0.04% New 25,813 $3.4M
Sigma Planning Corp 0.11% Add +2.8% 25,702 $3.4M
Trilogy Capital Inc. 0.17% Reduce -13.3% 25,586 $3.4M
Sonata Capital Group Inc. 1.39% Add +0.4% 25,548 $3.4M
Guidance Point Advisors, LLC 0.97% Add +0.4% 25,441 $3.3M
Thoroughbred Financial Services, LLC 0.20% Reduce -0.1% 25,401 $3.3M
EWG Elevate Inc. 0.98% New 24,509 $3.2M
Flagstar Securities, Inc. 0.80% Add +7.6% 24,445 $3.2M
First Citizens Bank & Trust Co. 0.06% Reduce -2.5% 24,263 $3.2M
Ameritas Advisory Services, LLC 0.11% Add +30.3% 24,111 $3.2M
Wealth Alliance, LLC 0.38% New 23,961 $3.1M
Mission Wealth Management, LP 0.07% Add +4.0% 23,910 $3.1M
Simon Quick Advisors, LLC 0.19% Add +2.6% 23,815 $3.1M
Allworth Financial LP 0.02% Reduce -3.4% 23,324 $3.1M
Wolff Wiese Magana LLC 2.03% Reduce -1.1% 23,411 $3.1M
High Net Worth Advisory Group LLC 0.85% Add +0.1% 23,177 $3.0M
Joel Isaacson & Co., LLC 0.14% Add +1.1% 23,092 $3.0M
JFS Wealth Advisors, LLC 0.21% Reduce -9.2% 22,944 $3.0M
Argent Advisors, Inc. 1.12% Reduce -24.9% 22,933 $3.0M
EP Wealth Advisors, LLC 0.02% Add +21.1% 22,842 $3.0M
Hilltop Holdings Inc. 0.19% Add +12.4% 22,773 $3.0M
Kapstone Financial Advisors LLC 1.59% Reduce -3.6% 22,181 $3.0M
Fifth Third Securities, Inc. 0.25% Reduce -3.8% 22,522 $3.0M
Mill Creek Capital Advisors, LLC 0.07% Add +0.7% 22,470 $3.0M
STAR Financial Bank 2.12% Add +4.0% 22,464 $2.9M
HBK Sorce Advisory LLC 0.09% Reduce -0.9% 22,350 $2.9M
Cypress Wealth Services, LLC 0.59% Add +7.2% 22,247 $2.9M
Smith Shellnut Wilson LLC 1.29% No change 22,226 $2.9M
Operose Advisors LLC 1.00% Add +0.4% 22,167 $2.9M
Financial Counselors Inc. 0.04% Reduce -0.7% 22,064 $2.9M
Arlington Trust Co LLC 0.61% No change 21,970 $2.9M
SBI Securities Co., Ltd. 0.09% — 21,902 $2.9M
Banco de Sabadell, S.A 2.25% Add +2.2% 21,905 $2.9M
SVB Wealth LLC 0.05% New 21,863 $2.9M
My Personal CFO, LLC 1.47% Add +10.9% 21,789 $2.9M
City Holding Co. 0.41% Reduce -0.3% 21,778 $2.9M
Haverford Trust Co 0.03% Reduce -4.4% 21,772 $2.9M
Taylor Financial Group, Inc. 1.97% Add +6.8% 21,621 $2.8M
Flaharty Asset Management, LLC 0.41% Reduce -9.7% 21,512 $2.8M
Morgan Dempsey Capital Management LLC 1.11% New 21,062 $2.8M
Capital Advisory Group Advisory Services, LLC 0.99% Reduce -2.2% 20,931 $2.7M
Snowden Capital Advisors LLC 0.09% Reduce -0.3% 20,878 $2.7M
Composition Wealth, LLC 0.06% Reduce -13.3% 20,799 $2.7M
Hazlett, Burt & Watson, Inc. 1.20% Reduce -0.9% 20,633 $2.7M
Providence First Trust Co 1.02% Add +54.3% 20,586 $2.7M
Bleakley Financial Group, LLC 0.08% Add +352.7% 20,448 $2.7M
Berkshire Asset Management LLC 0.13% Reduce -4.8% 19,849 $2.7M
Sanders Morris Harris LLC 0.40% New 20,237 $2.7M
Sowell Financial Services LLC 0.14% Add +5.5% 20,182 $2.6M
Plancorp, LLC 0.11% No change 20,151 $2.6M
Capital Analysts, LLC 0.11% Reduce -0.9% 20,112 $2.6M
Cabana LLC 13.00% Add +14.5% 20,012 $2.6M
Wilmington Savings Fund Society, FSB 0.05% Reduce -4.1% 19,836 $2.6M
Valeo Financial Advisors, LLC 0.07% Add +1.7% 19,815 $2.6M
Wealthfront Advisers LLC 0.01% Add +57.2% 19,782 $2.6M
Waverly Advisors, LLC 0.04% Add +14.3% 19,655 $2.6M
Transcend Capital Advisors, LLC 0.18% Reduce -5.7% 19,375 $2.5M
FineMark National Bank & Trust 0.09% Reduce -1.6% 19,175 $2.5M
Zhang Financial LLC 0.14% Reduce -0.3% 19,171 $2.5M
IFC Advisors LLC 0.55% — 19,168 $2.5M
IMS Capital Management 1.17% No change 19,152 $2.5M
Traynor Capital Management, Inc. 0.19% Reduce -22.3% 19,136 $2.5M
Corundum Trust Company, INC 7.49% No change 19,014 $2.5M
Monetary Management Group Inc. 0.65% No change 19,000 $2.5M
Stephens Inc. 0.03% Reduce -7.7% 18,842 $2.5M
First Heartland Consultants, Inc. 0.25% Add +645.4% 18,829 $2.5M
Level Four Advisory Services, LLC 0.10% Reduce -8.5% 18,705 $2.5M
Pallas Capital Advisors LLC 0.10% Reduce -2.3% 18,672 $2.5M
Csenge Advisory Group 0.13% Reduce -1.9% 18,638 $2.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -1.8% 18,595 $2.4M
Caerus Investment Advisors, LLC 2.26% Reduce -13.6% 18,348 $2.4M
Private Portfolio Partners LLC 0.44% Add +0.1% 18,273 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -2.7% 18,300 $2.4M
Global Trust Asset Management, LLC 0.91% Reduce -9.9% 18,219 $2.4M
Curi Capital, LLC 0.05% Reduce -2.9% 18,127 $2.4M
Yeomans Consulting Group, Inc. 0.89% Reduce -4.7% 18,093 $2.4M
Weinberger Asset Management, Inc 0.99% Add +1.0% 18,086 $2.4M
CMG Global Holdings, LLC 1.31% Add +2.3% 17,688 $2.4M
Peapack Gladstone Financial Corp. 0.03% Reduce -18.7% 18,059 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Reduce -1.3% 17,956 $2.4M
Bensler, LLC 0.28% Reduce -13.8% 17,864 $2.3M
Concourse Financial Group Securities, Inc. 0.13% Add +3.0% 17,495 $2.3M
D.A. Davidson & Co. 0.02% Add +3.0% 17,793 $2.3M
Dakota Wealth Management 0.05% Add +77.7% 17,762 $2.3M
Mosaic Family Wealth Partners, LLC 0.33% Add +0.1% 17,618 $2.3M
Howland Capital Management LLC 0.10% Reduce -10.9% 17,566 $2.3M
Stonebridge Capital Advisors LLC 0.19% Reduce -9.0% 17,563 $2.3M
Parallel Advisors, LLC 0.05% Add +13.0% 17,528 $2.3M
Oxbow Advisors, LLC 0.28% Reduce -2.4% 17,427 $2.3M
Pinion Investment Advisors, LLC 0.91% Add +42.4% 17,328 $2.3M
Fidelis Capital Partners, LLC 0.23% Add +30.2% 16,878 $2.3M
Eagle Strategies LLC 0.39% Add +5.3% 17,246 $2.3M
HSBC Holdings PLC 0.00% Add +17.8% 17,174 $2.3M
Jmac Enterprises LLC 0.35% Add +0.6% 17,142 $2.3M
Gryphon Financial Partners LLC 0.32% Reduce -0.6% 16,960 $2.2M
Performa Ltd (US), LLC 0.78% No change 16,899 $2.2M
Park National Corp. 0.08% No change 16,815 $2.2M
Nwam LLC 0.14% Reduce -4.6% 16,764 $2.2M
Foundations Investment Advisors, LLC 0.04% Reduce -1.4% 16,753 $2.2M
Principal Securities, Inc. 0.05% Reduce -1.6% 16,702 $2.2M
Ashton Thomas Private Wealth, LLC 0.08% Add +12.9% 16,538 $2.2M
First Horizon Advisors, Inc. 0.06% Add +2.3% 16,416 $2.2M
Tempus Wealth Planning, LLC 0.66% Add +2.1% 16,334 $2.1M
Edge Capital Group, LLC 0.10% Add +22.6% 16,313 $2.1M
Evanson Asset Management, LLC 0.15% Add +0.1% 16,306 $2.1M
Peregrine Asset Advisers, Inc. 0.79% Reduce -0.2% 16,263 $2.1M
Sunbelt Securities, Inc. 0.19% Reduce -0.9% 16,288 $2.1M
Millennium Capital Advisors, LLC 1.45% Reduce -48.3% 16,168 $2.1M
Darden Wealth Group Inc 1.43% Reduce -0.1% 16,106 $2.1M
NewEdge Wealth, LLC 0.04% Reduce -0.5% 16,104 $2.1M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -8.3% 16,044 $2.1M
Franklin Street Advisors Inc. 0.14% No change 16,000 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.8% 15,987 $2.1M
Magnus Financial Group LLC 0.20% Add +0.6% 15,864 $2.1M
Sax Wealth Advisors, LLC 0.16% Add +0.1% 15,797 $2.1M
Pinnacle Family Advisors, LLC 1.00% Add +1.6% 15,704 $2.1M
New South Capital Management Inc. 0.09% No change 15,680 $2.1M
Cascade Financial Partners, LLC 0.27% No change 15,650 $2.1M
Kaydan Wealth Management, Inc. 0.68% Add +2.9% 15,562 $2.0M
Salem Investment Counselors Inc. 0.07% No change 15,538 $2.0M
OneDigital Investment Advisors LLC 0.02% Reduce -1.4% 15,506 $2.0M
WealthBridge Capital Management, LLC 0.56% Add +0.4% 15,418 $2.0M
Wesbanco Bank Inc. 0.07% Reduce -0.3% 15,395 $2.0M
Fulton Breakefield Broenniman LLC 0.14% Reduce -0.1% 15,329 $2.0M
Crescent Grove Advisors, LLC 0.20% Add +1.2% 15,224 $2.0M
Independence Bank of Kentucky 0.31% Add +71.8% 15,215 $2.0M
Peoples Bank 1.38% Reduce -9.6% 15,176 $2.0M
Aberdeen Wealth Management LLC 1.36% Reduce -11.1% 15,170 $2.0M
Cozad Asset Management Inc. 0.19% Add +4.7% 15,153 $2.0M
Atlas Private Wealth Advisors 0.28% Reduce -17.2% 15,129 $2.0M
Canandaigua National Bank & Trust Co. 0.20% Reduce -0.8% 15,116 $2.0M
Asset Management Group, Inc. 0.35% Add +0.8% 15,066 $2.0M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -1.5% 15,057 $2.0M
Osborne Partners Capital Management, LLC 0.11% Reduce -1.0% 15,055 $2.0M
WASHINGTON TRUST Co 0.07% Reduce -2.1% 15,034 $2.0M
Flagship Harbor Advisors, LLC 0.10% Reduce -0.9% 14,842 $1.9M
Asset Dedication, LLC 0.15% Add +18.7% 14,779 $1.9M
Evercore Wealth Management, LLC 0.03% No change 14,488 $1.9M
Laurel Wealth Advisors LLC 0.30% No change 14,386 $1.9M
Mayflower Financial Advisors, LLC 0.28% Reduce -7.9% 14,373 $1.9M
Coldstream Capital Management Inc. 0.04% Reduce -1.2% 14,288 $1.9M
Crossmark Global Holdings, Inc. 0.03% No change 14,261 $1.9M
PFG Investments, LLC 0.12% Reduce -1.9% 14,255 $1.9M
Trifecta Capital Advisors, LLC 0.37% Reduce -1.1% 14,215 $1.9M
TD Waterhouse Canada Inc. 0.01% Reduce -7.5% 14,194 $1.9M
Redmont Wealth Advisors LLC 3.20% No change 14,111 $1.9M
Smith Anglin Financial, LLC 0.17% Add +1.4% 14,059 $1.8M
Regions Financial Corp. 0.01% No change 14,039 $1.8M
Private Capital Advisors, Inc. 0.22% No change 13,975 $1.8M
Chicago Partners Investment Group LLC 0.06% Add +0.7% 13,941 $1.8M
Investment Advisory Group, LLC 0.61% Reduce -1.4% 13,822 $1.8M
Carbahal Olsen Financial Services Group, LLC 1.67% — 13,817 $1.8M
Summit Wealth Partners, LLC 0.37% Add +1.5% 13,799 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.63% Add +1.1% 13,796 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +52.0% 13,766 $1.8M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -1.6% 13,678 $1.8M
Gladstone Institutional Advisory LLC 0.08% Add +0.2% 13,649 $1.8M
Evoke Wealth, LLC 0.05% Reduce -1.1% 13,643 $1.8M
CreativeOne Wealth, LLC 0.05% Add +64.0% 13,589 $1.8M
Citigroup Inc. 0.00% Add +9.2% 13,473 $1.8M
Union Savings Bank 0.86% Reduce -0.6% 13,322 $1.7M
Choreo, LLC 0.02% Add +16.5% 13,200 $1.7M
NCM Capital Management, LLC 0.78% No change 13,118 $1.7M
Cypress Capital Group 0.21% Reduce -9.8% 13,027 $1.7M
Venture Visionary Partners LLC 0.07% Reduce -3.8% 13,022 $1.7M
Financial Advocates Investment Management 0.10% Reduce -21.9% 13,463 $1.7M
Fiduciary Trust Co 0.02% Reduce -0.1% 12,987 $1.7M
Main Street Financial Solutions, LLC 0.17% Reduce -6.6% 12,873 $1.7M
Legacy Private Trust Co. 0.11% No change 12,669 $1.7M
Jones Financial Companies LLLP 0.00% Add +44.4% 12,649 $1.7M
Adero Partners, LLC 0.11% No change 12,630 $1.7M
Patriot Investment Management Group, Inc. 0.12% Reduce -2.9% 12,603 $1.7M
Dale Q Rice Investment Management Ltd 0.73% — 12,570 $1.7M
Harbor Investment Advisory, LLC 0.15% Reduce -0.2% 12,495 $1.6M
Simmons Bank 0.12% Reduce -1.2% 12,470 $1.6M
Carnegie Investment Counsel 0.05% Reduce -0.6% 12,335 $1.6M
World Investment Advisors 0.04% Add +8.6% 12,327 $1.6M
Syntegra Private Wealth Group, LLC 0.18% Add +6.0% 12,262 $1.6M
MSH Capital Advisors LLC 0.51% Add +7.3% 12,250 $1.6M
Brighton Jones LLC 0.05% Add +14.3% 12,212 $1.6M
Aptus Capital Advisors, LLC 0.02% Add +22.3% 11,998 $1.6M
NorthCrest Asset Manangement, LLC 0.05% Add +0.7% 11,978 $1.6M
Robertson Stephens Wealth Management, LLC 0.06% Add +6.9% 11,960 $1.6M
Quantinno Capital Management LP 0.02% Add +11.6% 11,889 $1.6M
Richwood Investment Advisors, LLC 1.30% Reduce -4.7% 11,882 $1.6M
Regal Investment Advisors LLC 0.12% Add +5.5% 11,817 $1.6M
Fiducient Advisors LLC 0.19% Add +0.1% 11,808 $1.6M
Watts Gwilliam & Co., LLC 0.33% Reduce -0.7% 11,851 $1.6M
Essential Planning, LLC. 0.01% New 11,375 $1.5M
Pinnacle Bancorp, Inc. 0.50% Reduce -1.5% 11,781 $1.5M
Keeley-Teton Advisors, LLC 0.18% Add +2.9% 11,758 $1.5M
Sterling Financial Group, Inc. 0.57% No change 11,675 $1.5M
Tiaa Trust, National Association 0.00% Add +5.4% 11,639 $1.5M
Pacific Point Advisors, LLC 0.93% — 11,383 $1.5M
High Falls Advisors, Inc 0.35% Reduce -3.0% 11,512 $1.5M
Farmers National Bank 0.44% — 11,471 $1.5M
WBH Advisory Inc. 0.14% Reduce -3.3% 11,396 $1.5M
Deutsche Bank AG 0.00% Reduce -27.6% 11,355 $1.5M
JMG Financial Group, Ltd. 0.05% Reduce -0.9% 11,298 $1.5M
Unionview, LLC 1.08% Add +0.7% 11,234 $1.5M
Fortis Group Advisors, LLC 0.27% Add +4.5% 11,206 $1.5M
Eldridge Investment Advisors, Inc. 0.34% Reduce -6.7% 11,185 $1.5M
Benjamin Edwards Inc. 0.02% Add +0.7% 11,121 $1.5M
Fox Hill Wealth Management 0.82% Add +0.4% 11,109 $1.5M
Precedent Wealth Partners, LLC 0.48% Reduce -9.7% 11,108 $1.5M
Glen Eagle Advisors, LLC 0.24% Add +2.4% 11,107 $1.5M
Founders Financial Securities LLC 0.13% Add +43.3% 11,064 $1.5M
Vertex Planning Partners, LLC 0.32% Reduce -0.5% 11,059 $1.5M
Mission Creek Capital Partners, Inc. 0.32% Reduce -1.9% 11,042 $1.4M
Cary Street Partners Financial LLC 0.05% — 11,007 $1.4M
Edge Wealth Management LLC 0.29% Add +1.1% 10,973 $1.4M
XML Financial, LLC 0.13% Reduce -0.4% 10,935 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Reduce -2.9% 10,909 $1.4M
Mascoma Wealth Management LLC 0.36% Reduce -6.1% 10,895 $1.4M
Welch & Forbes LLC 0.02% Reduce -0.2% 10,751 $1.4M
Sound View Wealth Advisors Group, LLC 0.11% Add +0.1% 10,670 $1.4M
Savant Capital, LLC 0.01% Reduce -5.2% 10,651 $1.4M
Blodgett Wealth Advisors, LLC 1.09% No change 10,565 $1.4M
Sugarloaf Wealth Management, LLC 0.26% Add +0.0% 10,517 $1.4M
Caldwell Trust Co 0.14% Reduce -4.4% 10,503 $1.4M
Verdence Capital Advisors LLC 0.11% Reduce -0.4% 10,427 $1.4M
Whittier Trust Co. 0.02% Reduce -4.4% 10,412 $1.4M
Keel Point, LLC 0.11% Reduce -6.0% 10,400 $1.4M
Belpointe Asset Management LLC 0.08% Reduce -0.8% 10,092 $1.4M
Asset Allocation & Management Company, LLC 0.74% No change 10,273 $1.3M
Perigon Wealth Management, LLC 0.03% Reduce -1.3% 10,054 $1.3M
Annis Gardner Whiting Capital Advisors, LLC 0.38% Add +452.2% 10,238 $1.3M
Tyche Wealth Partners LLC 0.28% Reduce -0.5% 10,183 $1.3M
Invenio Wealth Partners LLC 0.56% No change 10,178 $1.3M
waypoint wealth counsel 0.87% Add +0.3% 10,122 $1.3M
TCI Wealth Advisors, Inc. 0.11% Add +0.0% 10,112 $1.3M
CBIZ Investment Advisory Services, LLC 0.07% Add +1.3% 10,105 $1.3M
Focus Financial Network, Inc. 0.05% Add +8.4% 10,071 $1.3M
Romano Brothers and Company 0.16% No change 9,953 $1.3M
Planned Solutions, Inc. 0.53% Add +27.1% 9,871 $1.3M
Performance Wealth Partners, LLC 0.04% Reduce -5.5% 9,870 $1.3M
Tompkins Financial Corp. 0.12% Reduce -9.8% 9,850 $1.3M
Trust Point Inc. 0.09% Reduce -4.5% 9,775 $1.3M
Citadel Advisors 0.00% Add +109.8% 9,759 $1.3M
Marietta Investment Partners LLC 0.28% Add +0.7% 9,665 $1.3M
Viewpoint Capital Management LLC 0.67% Add +0.5% 9,658 $1.3M
NorthRock Partners, LLC 0.04% Reduce -1.8% 9,596 $1.3M
Challenger Wealth Management 1.08% — 9,595 $1.3M
First National Trust Co 0.05% Reduce -0.2% 9,574 $1.3M
Qube Research & Technologies Ltd 0.00% Add +42.7% 9,557 $1.3M
Journey Advisory Group, LLC 0.15% No change 10,338 $1.3M
David J Yvars Group 0.76% Add +0.8% 9,515 $1.2M
Occidental Asset Management, LLC 0.19% No change 9,494 $1.2M
Retirement Planning Co of New England, Inc. 0.60% Reduce -1.0% 9,481 $1.2M
Stock Yards Bank & Trust Co. 0.04% Reduce -28.6% 9,459 $1.2M
Smith, Moore & Co. 0.11% Add +2.2% 9,427 $1.2M
Old North State Trust, LLC 0.78% Reduce -1.1% 9,392 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +3.2% 9,353 $1.2M
Freedom Financial Partners LLC 0.59% — 9,294 $1.2M
CRA Financial Services, LLC 0.21% Add +0.5% 9,275 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.73% Reduce -0.3% 9,242 $1.2M
Kohmann Bosshard Financial Services, LLC 0.15% Reduce -6.3% 9,224 $1.2M
PFG Advisors 0.07% Add +3.7% 9,121 $1.2M
AE Wealth Management LLC 0.01% Add +10.6% 9,121 $1.2M
Wolff Financial Management LLC 0.33% Add +0.2% 9,070 $1.2M
Pettyjohn, Wood & White, Inc. 0.22% No change 9,064 $1.2M
Rehmann Capital Advisory Group 0.08% Reduce -6.0% 9,057 $1.2M
First Citizens Financial Corp 0.64% No change 9,040 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +7.2% 9,035 $1.2M
Rockbridge Investment Management, LCC 0.15% No change 8,969 $1.2M
First Nebraska Trust Co 0.11% Add +2.5% 8,954 $1.2M
GeoWealth Management, LLC 0.04% Add +60.4% 8,930 $1.2M
Prosperity Consulting Group, LLC 0.09% Add +9.6% 8,915 $1.2M
Continuum Advisory, LLC 0.15% Add +1.3% 8,914 $1.2M
Capital Advisors, Ltd. LLC 0.15% No change 8,903 $1.2M
Sculati Wealth Management, LLC 0.46% No change 8,893 $1.2M
Fort Washington Investment Advisors Inc. 0.01% No change 8,891 $1.2M
Winthrop Advisory Group LLC 0.14% Add +14.3% 8,891 $1.2M
SignalPoint Asset Management, LLC 0.28% Reduce -1.5% 8,882 $1.2M
Infinity Wealth Counsel, LLC 1.24% — 8,824 $1.2M
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.7% 8,823 $1.2M
Independent Financial Group, LLC 0.04% Reduce -4.9% 8,810 $1.2M
AQR Capital Management 0.00% Reduce -18.7% 8,769 $1.2M
ADG Wealth Management Group, LLC 1.02% — 8,754 $1.1M
Park Avenue Securities LLC 0.01% Add +1.2% 8,718 $1.1M
Platform Technology Partners 0.35% No change 8,698 $1.1M
O'ROURKE & COMPANY, Inc 0.55% Add +2.7% 8,601 $1.1M
Signet Financial Management, LLC 0.14% Add +1.5% 8,599 $1.1M
Webster Bank, N. A. 0.12% Reduce -1.7% 8,583 $1.1M
Embree Financial Group 0.19% Reduce -1.4% 8,578 $1.1M
Cornerstone Wealth Group, LLC 0.09% Add +0.7% 8,567 $1.1M
Arkadios Wealth Advisors 0.06% Reduce -7.6% 8,539 $1.1M
Citizens National Bank Trust Department 0.24% Reduce -2.1% 8,521 $1.1M
ARS Investment Partners, LLC 0.10% No change 8,511 $1.1M
Fernwood Investment Management, LLC 0.39% Reduce -46.4% 8,504 $1.1M
Meridian Wealth Management, LLC 0.05% Reduce -0.2% 8,450 $1.1M
QRG Capital Management, Inc. 0.01% Add +5.4% 8,441 $1.1M
IHT Wealth Management, LLC 0.04% Reduce -13.2% 8,360 $1.1M
Greenwood Capital Associates LLC 0.14% New 8,324 $1.1M
Chatham Capital Group, Inc. 0.18% No change 8,298 $1.1M
Harbour Investments, Inc. 0.03% Reduce -4.3% 8,297 $1.1M
Independent Wealth Network Inc. 0.44% Add +17.3% 8,289 $1.1M
Titleist Asset Management, LLC 0.12% Add +16.0% 8,188 $1.1M
Modera Wealth Management, LLC 0.01% Add +18.1% 8,151 $1.1M
Keudell/Morrison Wealth Management 0.28% No change 8,145 $1.1M
Private Trust Co. NA 0.11% Add +1.5% 8,136 $1.1M
Islay Capital Management, LLC 0.75% Add +0.5% 8,118 $1.1M
Freestone Capital Holdings, LLC 0.04% No change 8,100 $1.1M
Marcum Wealth, LLC 0.09% New 8,062 $1.1M
Regent Peak Wealth Advisors LLC 0.24% No change 8,009 $1.1M
Beacon Financial Advisory LLC 0.34% Add +3.3% 8,000 $1.1M
Dodds Wealth, LLC 0.34% Reduce -1.8% 7,802 $1.0M
Alterna Wealth Management, Inc. 0.88% No change 7,957 $1.0M
Lindbrook Capital, LLC 0.09% No change 7,930 $1.0M
Quest 10 Wealth Builders, Inc. 1.03% — 7,895 $1.0M
MKT Advisors LLC 0.45% Reduce -14.7% 7,685 $1.0M
Country Club Bank 0.07% Reduce -3.4% 7,901 $1.0M
Gould Asset Management LLC 0.22% Add +5.7% 7,858 $1.0M
Capital Advantage, Inc. 0.19% New 7,806 $1.0M
Archer Investment Corp 0.27% Reduce -0.0% 7,761 $1.0M
Susquehanna International Group, LLP 0.00% Reduce -54.0% 7,749 $1.0M
Security National Bank of So Dak 0.57% No change 7,730 $1.0M
CENTRAL TRUST Co 0.02% Add +23.6% 7,726 $1.0M
Squire Investment Management Company, LLC 0.45% No change 7,720 $1.0M
Apollon Financial, LLC 0.25% Add +1.2% 7,713 $1.0M
Cadence Bank 0.07% Reduce -2.1% 7,681 $1.0M
Associated Banc-Corp 0.03% Reduce -0.9% 7,635 $1.0M
Eastern Bank 0.02% No change 7,588 $996K
Optivise Advisory Services LLC 0.53% Reduce -0.4% 7,543 $990K
Transform Wealth, LLC 0.05% Add +61.8% 7,506 $985K
Bar Harbor Wealth Management 0.06% Reduce -0.5% 7,448 $978K
Park Place Capital Corp 0.27% No change 7,441 $977K
Legacy Trust 0.23% Reduce -3.3% 7,429 $975K
Wellspring Financial Advisors, LLC 0.10% Add +0.0% 7,384 $969K
Flagship Wealth Advisors, LLC 0.57% — 7,368 $967K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -2.6% 7,355 $966K
Sheets Smith Wealth Management 0.12% Add +0.1% 7,342 $964K
Patten & Patten Inc. 0.06% Reduce -1.3% 7,282 $956K
Guerra Pan Advisors, LLC 0.69% Add +25.4% 7,278 $955K
Apollon Wealth Management, LLC 0.02% Add +10.8% 7,217 $947K
Next Level Private LLC 0.38% Add +0.8% 7,140 $937K
Kestra Private Wealth Services, LLC 0.02% Reduce -4.9% 7,110 $933K
Roman Butler Fullerton & Co. 0.30% No change 6,838 $931K
Intrust Bank NA 0.09% Reduce -24.7% 7,068 $928K
Code Waechter LLC 0.81% No change 7,049 $925K
Aprio Wealth Management, LLC 0.13% No change 7,034 $923K
Resonant Capital Advisors, LLC 0.07% No change 7,000 $919K
Axxcess Wealth Management, LLC 0.02% Reduce -17.7% 6,960 $914K
Virtue Capital Management, LLC 0.18% Reduce -9.4% 6,960 $914K
Helium Advisors LLC 0.72% — 6,953 $913K
Capital Asset Advisory Services LLC 0.04% Reduce -0.8% 6,920 $913K
Thomasville National Bank 0.07% Reduce -5.4% 6,947 $912K
Simplicity Wealth,LLC 0.19% Add +7.0% 6,898 $906K
Lakeridge Wealth Management LLC 0.46% No change 6,851 $900K
CVA Family Office, LLC 0.14% Reduce -1.9% 6,847 $899K
Y-Intercept (Hong Kong) Ltd 0.06% New 6,833 $897K
Retirement Planning Group, LLC 0.04% Reduce -1.1% 6,765 $888K
Leo Wealth, LLC 0.08% Add +0.5% 6,752 $886K
Koshinski Asset Management, Inc. 0.08% Reduce -4.8% 6,712 $881K
Strait & Sound Wealth Management LLC 0.41% Reduce -4.3% 6,663 $875K
Bradley Foster & Sargent Inc. 0.01% Add +4.8% 6,655 $874K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.0% 6,601 $867K
Sageworth Trust Co 0.05% Reduce -0.1% 6,550 $860K
Jupiter Wealth Management LLC 0.43% No change 6,496 $853K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -13.0% 6,464 $849K
Cordgrass Capital Advisors, LLC 0.25% Reduce -4.4% 6,461 $848K
Kades & Cheifetz LLC 0.43% Add +1.7% 6,453 $847K
Indiana Trust & Investment Management Co 0.29% No change 6,449 $847K
Fort Point Capital Partners LLC 0.09% Add +4.7% 6,426 $844K
Wealth Dimensions Group, Ltd. 0.21% Reduce -2.3% 6,423 $843K
Claris Financial LLC 0.55% — 6,397 $840K
Aspen Grove Capital, LLC 0.18% No change 6,381 $838K
Dupree Financial Group, LLC 0.41% Reduce -6.5% 6,378 $837K
Ledyard National Bank 0.08% Reduce -5.6% 6,365 $836K
Able Wealth Management LLC 0.55% Add +0.0% 6,356 $834K
Pathway Financial Advisers, LLC 0.28% Add +1.4% 6,318 $829K
Chapin Davis, Inc. 0.27% No change 6,139 $829K
Choate Investment Advisors 0.02% Add +7.5% 6,255 $821K
Mesirow Financial Investment Management, Inc. 0.02% Reduce -3.9% 6,245 $820K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% No change 6,231 $818K
ICONIQ Capital, LLC 0.01% Add +0.7% 6,217 $816K
W Advisors, LLC 0.50% No change 6,207 $815K
Appleton Partners Inc. 0.06% No change 6,184 $812K
Trace Wealth Advisors, LLC 0.72% — 6,124 $804K
Resolute Wealth Strategies, LLC 0.41% Reduce -0.2% 6,124 $804K
Warner Financial, Inc. 0.34% Add +0.2% 6,111 $802K
Aspiriant, LLC 0.03% No change 6,104 $801K
WealthTrust Axiom LLC 0.24% No change 6,095 $800K
Fagan Associates, Inc. 0.13% Add +0.1% 6,078 $798K
Concurrent Investment Advisors, LLC 0.02% Add +17.0% 6,073 $797K
Moors & Cabot, Inc. 0.04% Add +1.7% 6,034 $792K
BIP Wealth, LLC 0.05% Add +23.6% 6,027 $791K
DT Investment Partners, LLC 0.07% No change 6,000 $788K
TruWealth Advisors, LLC 0.05% Add +0.2% 5,977 $785K
HM Payson & Co. 0.01% No change 5,915 $777K
Ameriflex Group, Inc. 0.35% — 5,738 $773K
Lowe Brockenbrough & Co. Inc. 0.05% No change 5,884 $773K
Avior Wealth Management, LLC 0.03% Add +3.6% 5,804 $762K
Texas Yale Capital Corp. 0.03% No change 5,795 $761K
River Wealth Advisors LLC 0.10% Reduce -18.1% 5,788 $760K
SouthState Bank Corp 0.05% Reduce -6.0% 5,691 $747K
M1 Capital Management LLC 0.40% — 5,689 $747K
Waldron Private Wealth LLC 0.03% No change 5,638 $740K
Johnson Financial Group, Inc. 0.03% Add +9.5% 5,477 $738K
Quadcap Wealth Management, LLC 0.11% Reduce -5.0% 5,614 $737K
American National Bank & Trust 0.08% Reduce -1.2% 5,601 $735K
Federated Hermes, Inc. 0.00% New 5,583 $733K
Dorsey & Whitney Trust CO LLC 0.04% No change 5,580 $733K
Alley Investment Management Company, LLC 0.09% Add +0.2% 5,575 $732K
WealthPLAN Partners, LLC 0.10% Reduce -5.7% 5,567 $731K
Marco Investment Management LLC 0.06% Add +0.4% 5,561 $730K
Cornerstone Wealth Management, LLC 0.05% Add +6.0% 5,516 $724K
Welch Group, LLC 0.03% Add +69.5% 5,514 $722K
U.S. Capital Wealth Advisors, LLC 0.02% No change 5,495 $721K
Kanawha Capital Management LLC 0.06% Add +0.6% 5,449 $715K
Cassaday & Co Wealth Management LLC 0.02% No change 5,448 $715K
Financial Engines Advisors L.L.C. 0.00% Add +35.8% 5,430 $713K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +46.7% 5,338 $701K
Signature Estate & Investment Advisors LLC 0.02% Reduce -1.1% 5,329 $700K
United Community Bank 0.27% No change 5,300 $696K
Flywheel Private Wealth LLC 0.64% — 5,294 $695K
Versant Capital Management, Inc 0.15% No change 5,249 $689K
Leavell Investment Management, Inc. 0.03% No change 5,248 $689K
Argyle Capital Partners, LLC 0.59% — 5,241 $688K
Daymark Wealth Partners, LLC 0.03% Reduce -6.1% 5,212 $684K
M. Kulyk & Associates, LLC 0.15% Reduce -0.2% 5,186 $681K
Good Life Advisors, LLC 0.05% Reduce -51.7% 5,185 $681K
First Manhattan Co. Llc. 0.00% No change 5,180 $680K
Townsquare Capital LLC 0.01% Add +0.2% 5,170 $679K
Northeast Financial Consultants Inc 0.03% No change 5,160 $677K
Compass Ion Advisors, LLC 0.08% No change 5,156 $677K
Juncture Wealth Strategies, LLC 0.25% Add +2.8% 5,150 $676K
Rik Saylor Financial, Inc. 0.62% — 5,138 $675K
Trust Co. of Toledo NA 0.09% Add +6.2% 5,119 $672K
Greenleaf Trust 0.01% Reduce -1.1% 5,114 $671K
KFG Wealth Management, LLC 0.13% Reduce -3.7% 5,102 $670K
HUB Investment Partners, LLC 0.03% Add +7.1% 5,083 $667K
Venturi Wealth Management, LLC 0.03% Reduce -0.3% 5,068 $665K
Lodestar Private Asset Management LLC 0.08% Add +0.4% 5,057 $664K
TCP Asset Management, LLC 0.15% Add +0.2% 5,051 $663K
Jackson Hole Capital Partners, LLC 0.13% No change 5,044 $662K
GAMCO Investors 0.01% No change 5,000 $656K
Greenfield Savings Bank 0.31% Reduce -3.3% 4,993 $656K
Bedel Financial Consulting, Inc. 0.09% No change 4,851 $653K
Evermay Wealth Management LLC 0.10% Reduce -1.0% 4,965 $652K
LS Investment Advisors, LLC 0.10% No change 4,942 $649K
CapWealth Advisors, LLC 0.07% Reduce -3.7% 4,883 $641K
Ausdal Financial Partners, Inc. 0.06% Add +21.0% 4,858 $638K
Brown Brothers Harriman & Co. 0.00% No change 4,822 $633K
Weatherly Asset Management L. P. 0.06% No change 4,816 $632K
Montecito Bank & Trust 0.11% Reduce -0.8% 4,807 $631K
Wambolt & Associates, LLC 0.20% Reduce -9.5% 4,798 $630K
Crestwood Advisors Group, LLC 0.01% Reduce -1.9% 4,768 $626K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 4,755 $624K
Portland Global Advisors LLC 0.08% Reduce -1.1% 4,750 $624K
Investors Research Corp 0.14% Reduce -2.8% 4,749 $623K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.9% 4,748 $623K
Strategies Wealth Advisors, LLC 0.08% Add +1.0% 4,589 $617K
Fusion Family Wealth, LLC 0.06% Add +2.1% 4,663 $612K
Keystone Wealth Services, LLC 0.16% Reduce -0.1% 4,652 $611K
Sheaff Brock Investment Advisors, LLC 0.05% Reduce -11.9% 4,553 $598K
Arthur M. Cohen & Associates, LLC 0.11% Reduce -7.6% 4,549 $597K
Mowery & Schoenfeld Wealth Management, LLC 1.16% No change 4,545 $597K
Spire Wealth Management 0.02% Reduce -20.9% 4,543 $596K
Heartwood Wealth Advisors LLC 0.07% No change 4,521 $594K
Cahaba Wealth Management, Inc. 0.05% Add +0.7% 4,509 $592K
SkyOak Wealth, LLC 0.13% No change 4,507 $592K
Centaurus Financial, Inc. 0.04% Reduce -6.6% 4,500 $591K
Dearborn Partners LLC 0.02% Reduce -0.2% 4,481 $588K
Catalyst Financial Partners LLC 0.11% Reduce -18.9% 4,469 $587K
Arrowroot Family Office, LLC 0.30% Reduce -5.7% 4,460 $586K
Exencial Wealth Advisors, LLC 0.02% Add +1.2% 4,453 $585K
Fonville Wealth Management LLC 0.19% Reduce -3.8% 4,453 $585K
Certuity, LLC 0.06% Reduce -8.6% 4,407 $579K
Summit Financial Strategies, Inc. 0.06% No change 4,392 $577K
MGB Wealth Management, LLC 0.18% No change 4,385 $576K
Selective Wealth Management, Inc. 0.23% Add +0.6% 4,376 $574K
New England Private Wealth Advisors LLC 0.09% Add +13.4% 4,363 $573K
Camden National Bank 0.09% Reduce -15.9% 4,358 $572K
Hunter Associates Investment Management LLC 0.09% Reduce -2.8% 4,351 $572K
Kingsview Wealth Management, LLC 0.01% Reduce -50.9% 4,348 $571K
BluePointe Capital Management, LLC 0.33% Reduce -8.8% 4,340 $570K
Oxford Financial Group, LTD. LLC 0.04% No change 4,338 $570K
Clark Capital Management Group, Inc. 0.00% Reduce -28.8% 4,310 $566K
Weaver Consulting Group 0.17% Reduce -1.2% 4,294 $564K
Astoria Portfolio Advisors LLC. 0.20% New 4,291 $563K
Mairs & Power Inc. 0.01% No change 4,280 $562K
Nicholson Wealth Management Group, LLC 0.38% New 4,273 $561K
Fiduciary Group, LLC 0.06% No change 4,264 $560K
Nations Financial Group Inc, /Ia/ 0.04% Add +2.4% 4,260 $559K
Anb Bank 0.24% — 4,249 $558K
Riggs Capital Management LLC 0.55% — 4,245 $557K
Merit Financial Group, LLC 0.01% Reduce -25.7% 4,234 $556K
Strategic Wealth Partners, Ltd. 0.05% Reduce -1.4% 4,094 $556K
Pps&v Asset Management Consultants, Inc. 0.38% No change 4,233 $556K
North Forty Two & Co. 0.64% — 4,227 $555K
Atlas Legacy Advisors, LLC 0.13% — 4,222 $554K
Meeder Advisory Services, Inc. 0.03% Add +13.8% 4,199 $551K
TFB Advisors LLC 0.16% Reduce -0.8% 4,180 $549K
Jane Street Group, LLC 0.00% Reduce -21.4% 4,177 $548K
Hurlow Wealth Management Group, Inc. 0.17% No change 4,169 $547K
Mezzasalma Advisors, LLC 0.17% New 4,115 $540K
Realta Investment Advisors 0.22% Add +7.5% 4,095 $540K
BNP Paribas Financial Markets 0.00% Reduce -7.8% 4,105 $539K
Global Retirement Partners, LLC 0.02% Reduce -3.0% 4,103 $539K
Nikulski Financial, Inc. 0.16% Reduce -89.4% 4,078 $535K
Peddock Capital Advisors, LLC 0.13% Reduce -17.4% 4,052 $532K
Litman Gregory Wealth Management LLC 0.05% Add +18.9% 4,042 $531K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.6% 4,040 $530K
Woodmont Investment Counsel LLC 0.04% No change 4,014 $527K
LexAurum Advisors, LLC 0.10% Reduce -0.8% 3,988 $524K
Regatta Capital Group, LLC 0.10% Add +6.7% 3,965 $521K
Nicolet Bankshares Inc. 0.10% No change 3,960 $520K
Vermillion & White Wealth Management Group, LLC 0.38% No change 3,950 $519K
Birchcreek Wealth Management, LLC 0.33% Add +0.7% 3,941 $517K
BBR Partners, LLC 0.04% No change 3,926 $515K
GFS Advisors, LLC 0.08% Add +3.9% 3,917 $514K
Florida Trust Wealth Management Co 0.02% Add +44.3% 3,910 $513K
Baring Financial LLC 0.45% — 3,873 $508K
Samalin Investment Counsel, LLC 0.22% Add +1.6% 3,843 $505K
Madrona Financial Services, LLC 0.14% Reduce -3.9% 3,842 $504K
Triangle Securities Wealth Management 0.13% No change 3,825 $502K
Neumann Capital Management, LLC 0.17% Reduce -5.4% 3,819 $501K
Busey Bank 0.02% Add +11.2% 3,817 $501K
Schnieders Capital Management LLC 0.10% Reduce -1.0% 3,808 $500K
Provident Wealth Management, LLC 0.17% Reduce -2.4% 3,805 $500K
Secure Asset Management, LLC 0.08% Reduce -7.7% 3,788 $497K
SeaCrest Wealth Management, LLC 0.05% Add +0.8% 3,745 $492K
Integris Wealth Management, LLC 0.14% Reduce -5.3% 3,717 $488K
Mayport, LLC 0.14% Add +0.1% 3,716 $488K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -1.9% 3,670 $482K
Ocean Park Asset Management, LLC 0.02% New 3,640 $478K
Red Tortoise LLC 0.25% Add +0.1% 3,630 $477K
Monterey Private Wealth, Inc. 0.16% Reduce -7.5% 3,630 $477K
Bull Street Advisors, LLC 0.23% No change 3,625 $476K
Bellevue Asset Management, LLC 0.25% Add +0.2% 3,622 $476K
Total Clarity Wealth Management, Inc. 0.15% Reduce -0.4% 3,615 $475K
Bangor Savings Bank 0.04% Reduce -0.2% 3,605 $473K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 3,600 $473K
Interchange Capital Partners, LLC 0.17% Reduce -4.5% 3,593 $472K
Rogco, LP 0.19% Reduce -2.3% 3,590 $471K
Waypoint Wealth Partners Inc. 0.13% No change 3,585 $471K
FC Advisory LLC 0.16% Reduce -3.3% 3,540 $465K
FSA Investment Group, LLC 0.40% — 3,529 $463K
HCR Wealth Advisors 0.06% No change 3,523 $463K
Hexagon Capital Partners LLC 0.08% No change 3,506 $460K
Main Management LLC 0.04% No change 3,505 $460K
180 Wealth Advisors, LLC 0.07% Reduce -1.2% 3,503 $460K
Bank of New Hampshire 0.12% No change 3,500 $460K
Navis Wealth Advisors, LLC 0.50% Add +0.2% 3,499 $459K
West Paces Advisors Inc. 0.11% No change 3,494 $459K
Hixon Zuercher, LLC 0.18% Add +69.9% 3,493 $459K
J. W. Coons Advisors, LLC 0.12% No change 3,492 $458K
Fairview Capital Investment Management, LLC 0.02% Reduce -30.1% 3,476 $456K
Optimum Investment Advisors 0.20% Reduce -12.6% 3,457 $454K
Investment Partners, LTD. 0.19% Add +0.2% 3,457 $454K
Summit Financial, LLC 0.02% Add +13.3% 3,446 $452K
Smith Thornton Advisors LLC 0.28% No change 3,433 $451K
Carl P. Sherr & Co., LLC 0.24% No change 3,432 $451K
Caprock Group, LLC 0.01% No change 3,425 $450K
Lee Danner & Bass Inc. 0.04% Add +41.5% 3,410 $448K
Breakwater Capital Group 0.09% Reduce -0.0% 3,396 $446K
Zions Bancorporation, N.A. 0.03% No change 3,390 $445K
Barrett & Company, Inc. 0.19% Add +0.7% 3,390 $445K
Chancellor Financial Group WB LP 0.36% — 3,382 $444K
Paulson Wealth Management Inc. 0.12% Reduce -31.7% 3,358 $441K
Insight Wealth Strategies, LLC 0.06% Add +0.7% 3,350 $440K
Journey Strategic Wealth LLC 0.02% Add +29.1% 3,343 $439K
Grassi Investment Management 0.04% Add +0.3% 3,321 $436K
Horizon Investments, LLC 0.01% Add +82525.0% 3,305 $434K
Alerus Financial NA 0.03% No change 3,304 $434K
Sage Capital Management, LLC 0.22% Add +0.9% 3,302 $433K
Peak Planning Group, LLC 0.18% Add +0.3% 3,299 $433K
Farmers & Merchants Investments Inc. 0.01% No change 3,294 $432K
Cambridge Advisors Inc. 0.10% No change 3,290 $432K
ABLE Financial Group, LLC 0.13% Add +0.4% 3,276 $430K
Hoese & Co LLP 0.37% No change 3,275 $430K
Ritter Daniher Financial Advisory LLC / DE 0.12% No change 3,251 $427K
MassMutual Private Wealth & Trust, FSB 0.01% No change 3,250 $427K
Procyon Advisors, LLC 0.03% Add +13.1% 3,236 $425K
Savvy Advisors, Inc. 0.05% New 3,221 $423K
Steel Grove Capital Advisors, LLC 0.06% Reduce -41.9% 3,220 $423K
Compound Planning, Inc. 0.02% Reduce -5.1% 3,206 $421K
ProVise Management Group, LLC 0.04% No change 3,193 $419K
SlateStone Wealth, LLC 0.04% Reduce -4.5% 3,193 $419K
Aspire Capital Advisors LLC 0.12% No change 3,180 $418K
Carolinas Wealth Consulting LLC 0.08% Reduce -4.2% 3,172 $416K
Accredited Investors Inc. 0.02% Add +37.3% 3,141 $412K
Parsons Capital Management Inc. 0.02% Reduce -2.7% 3,137 $412K
Northstar Group, Inc. 0.07% No change 3,126 $410K
Highview Capital Management LLC 0.16% Reduce -14.3% 3,117 $409K
Trust Co. of Vermont 0.02% Add +0.1% 3,108 $408K
Sovran Advisors, LLC 0.06% — 3,110 $408K
Palisade Asset Management, LLC 0.04% Reduce -1.8% 3,100 $407K
Vision Capital Management, Inc. 0.06% Add +1.6% 3,099 $407K
Centricity Wealth Management, LLC 0.38% — 3,097 $407K
Twele Capital Management, Inc. 0.09% Reduce -3.6% 3,078 $404K
Jamison Private Wealth Management, Inc. 0.06% Add +0.1% 3,077 $404K
Future Financial Wealth Managment LLC 0.29% No change 3,065 $402K
Continuum Wealth Advisors, LLC 0.20% No change 3,058 $402K
Little House Capital LLC 0.11% New 3,049 $400K
Thrive Wealth Management, LLC 0.07% Add +1.0% 3,028 $398K
Sabal Trust CO 0.02% Reduce -4.1% 3,015 $396K
Moss Adams Wealth Advisors LLC 0.04% Add +33.7% 3,013 $396K
Essex Bank 0.10% Reduce -2.4% 3,012 $395K
Gainplan LLC 0.15% Add +4.7% 3,005 $395K
Allie Family Office LLC 0.22% No change 3,000 $394K
TrueWealth Advisors, LLC 0.13% No change 3,000 $394K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,960 $389K
Waters Parkerson & Co., LLC 0.02% Add +51.0% 2,960 $389K
Stiles Financial Services Inc 0.14% Reduce -6.1% 2,958 $388K
Pension & Wealth Management Advisors, Inc. 0.15% Add +1.0% 2,945 $387K
2UniFi Bank 0.26% — 2,925 $384K
Balanced Wealth Group LLC 0.17% Add +1.0% 2,841 $383K
Pflug Koory, LLC 0.03% Add +0.0% 2,913 $382K
Armor Investment Advisors, LLC 0.16% Reduce -4.3% 2,910 $382K
Perennial Investment Advisors, LLC 0.04% Add +61.4% 2,908 $382K
Sandy Spring Bank 0.02% Add +0.2% 2,905 $381K
AF Advisors, Inc. 0.05% Reduce -3.1% 2,898 $380K
Davis R M Inc. 0.01% Reduce -3.9% 2,881 $378K
Old Mission Investment Co LLC 0.11% New 2,874 $377K
Fogel Capital Management, Inc. 0.19% No change 2,870 $377K
Capital Market Strategies LLC 0.22% No change 2,864 $376K
Signal Advisors Wealth, LLC 0.04% Reduce -13.9% 2,862 $376K
Bessemer Group Inc. 0.00% Add +29.8% 2,864 $375K
Vantage Investment Partners, LLC 0.03% No change 2,845 $374K
Henrickson Nauta Wealth Advisors, Inc. 0.15% Reduce -2.6% 2,839 $373K
Sage Capital Advisors,llc 0.10% Add +1.0% 2,839 $373K
Obermeyer Wealth Partners 0.02% Add +0.5% 2,834 $372K
Bryn Mawr Trust Advisors, LLC 0.02% No change 2,829 $371K
Sonora Investment Management Group, LLC 0.03% No change 2,810 $369K
Dixon Fnancial Services, Inc. 0.20% No change 2,805 $368K
PMG Wealth Management, Inc. 0.33% — 2,802 $368K
YANKCOM Partnership 0.20% — 2,800 $368K
Mather Group, Llc. 0.00% Add +1.1% 2,797 $367K
PBMares Wealth Management LLC 0.07% Add +1.1% 2,794 $367K
O'Dell Group, LLC 0.08% Reduce -2.8% 2,786 $366K
Ritholtz Wealth Management 0.01% Add +3.2% 2,764 $363K
Trivium Point Advisory, LLC 0.05% Add +11.2% 2,762 $363K
Sentinel Trust Co. Lba 0.04% No change 2,755 $362K
Arbor Investment Advisors, LLC 0.05% Reduce -1.5% 2,755 $362K
Rockwood Wealth Management, LLC 0.04% Add +45.4% 2,760 $361K
KPP Advisory Services LLC 0.08% Add +63.7% 2,738 $359K
Fairvoy Private Wealth, LLC 0.10% — 2,734 $359K
Pines Wealth Management, LLC 0.16% — 2,790 $359K
Orleans Capital Management Corp. 0.20% No change 2,650 $358K
Providence Capital Advisors, LLC 0.07% Reduce -1.2% 2,722 $357K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,719 $357K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +2.1% 2,715 $356K
Wedmont Private Capital 0.02% No change 2,772 $356K
Westmount Partners, LLC 0.11% Reduce -10.1% 2,714 $356K
Oakworth Capital, Inc. 0.02% No change 2,713 $356K
CFM Wealth Partners LLC 0.06% No change 2,693 $354K
Northwest Financial Advisors 0.29% Add +0.3% 2,683 $352K
LongView Wealth Management 0.11% Add +0.1% 2,682 $352K
Diversified Trust Co. 0.01% New 2,682 $352K
Cardiff Park Advisors, LLC 0.03% No change 2,671 $351K
Donald L. Hagan, LLC 0.18% No change 2,670 $351K
Biltmore Family Office, LLC 0.06% No change 2,667 $350K
Brookstone Capital Management 0.01% Reduce -13.5% 2,658 $349K
Security National Bank of Sioux City Iowa 0.24% No change 2,655 $349K
Soltis Investment Advisors LLC 0.03% Add +0.0% 2,621 $344K
Tudor Financial Inc. 0.20% Add +9.3% 2,618 $344K
Philadelphia Trust Co. 0.03% Reduce -0.8% 2,613 $343K
Cornerstone Advisory, LLC 0.04% Add +3.1% 2,516 $341K
Grandview Asset Management LLC 0.13% New 2,600 $341K
City National Bank of Florida 0.31% — 2,593 $340K
Squarepoint Ops LLC 0.00% Reduce -65.0% 2,583 $339K
Glassman Wealth Services 0.06% No change 2,569 $337K
RMR Wealth Builders 0.03% Add +1.0% 2,564 $337K
American Financial & Tax Strategies Inc. 0.17% No change 2,553 $335K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 2,548 $335K
Commonwealth Financial Services, LLC 0.07% Reduce -4.1% 2,536 $333K
Clifford Swan Investment Counsel LLC 0.01% No change 2,533 $333K
Calamos Wealth Management LLC 0.02% Reduce -26.2% 2,533 $333K
Connecticut Wealth Management, LLC 0.02% Reduce -2.0% 2,529 $332K
Plante Moran Financial Advisors, LLC 0.03% Reduce -3.8% 2,524 $331K
Colonial Trust Co / SC 0.05% Add +34.3% 2,522 $331K
Mystic Asset Management, Inc. 0.09% No change 2,513 $330K
Marquette Asset Management, LLC 0.05% No change 2,508 $329K
Passive Capital Management, LLC. 0.12% No change 2,500 $328K
Mengis Capital Management, Inc. 0.07% No change 2,500 $328K
Blueprint Investment Partners LLC 0.05% New 2,498 $328K
AllSquare Wealth Management LLC 0.19% No change 2,476 $325K
Elk River Wealth Management LLC 0.06% No change 2,471 $324K
BLB&B Advisors, LLC 0.02% Reduce -6.7% 2,466 $324K
Strategic Family Wealth Counselors, L.L.C. 0.11% Add +0.2% 2,465 $324K
RFG Advisory, LLC 0.01% Add +12.0% 2,453 $322K
Ironwood Investment Counsel, LLC 0.05% No change 2,445 $321K
White Knight Strategic Wealth Advisors, LLC 0.13% New 2,439 $320K
Benedict Financial Advisors Inc. 0.08% Add +28.4% 2,438 $320K
Silvercrest Asset Management Group LLC 0.00% No change 2,438 $320K
Advisor OS, LLC 0.04% Reduce -1.2% 2,430 $319K
Rodgers Brothers Inc. 0.04% No change 2,422 $318K
Northwest Bancshares, Inc. 0.06% No change 2,416 $317K
CoreFirst Bank & Trust 0.19% No change 2,411 $317K
Schechter Investment Advisors, LLC 0.02% No change 2,403 $316K
United Bank 0.04% Reduce -4.0% 2,399 $315K
Pacific Sun Financial Corp 0.17% No change 2,392 $314K
BridgePort Financial Solutions, LLC 0.14% — 2,291 $313K
Elyxium Wealth, LLC 0.19% Add +1.3% 2,380 $312K
FSA Wealth Management LLC 0.13% Reduce -10.7% 2,379 $312K
WoodTrust Financial Corp 0.04% Add +1.6% 2,368 $311K
Dunhill Financial, LLC 0.14% Add +57.5% 2,365 $311K
MJP Associates Inc. 0.06% Add +1.0% 2,351 $309K
BlueChip Wealth Advisors LLC 0.17% No change 2,342 $307K
Orion Capital Management LLC 0.13% No change 2,330 $306K
Clarus Group, Inc. 0.11% No change 2,329 $306K
Flagship Private Wealth, LLC 0.15% Add +29.3% 2,317 $304K
Access Financial Services, Inc. 0.14% Reduce -0.3% 2,316 $304K
Money Concepts Capital Corp. 0.02% Reduce -1.0% 2,314 $304K
Old Mission Capital LLC 0.01% Reduce -31.5% 2,312 $304K
Motco 0.03% Add +35.1% 2,311 $303K
Rockland Trust Co. 0.02% No change 2,300 $302K
IRON Financial LLC 0.17% Add +0.6% 2,291 $301K
Clientfirst Wealth Management, LLC 0.30% — 2,285 $300K
Affiance Financial, LLC 0.07% New 2,275 $299K
One Capital Management, LLC 0.01% Reduce -21.6% 2,268 $298K
Heritage Wealth Advisors 0.01% No change 2,260 $297K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -13.0% 2,253 $296K
HWG Holdings LP 0.10% No change 2,250 $295K
GWN Securities Inc. 0.08% — 2,239 $294K
Certified Advisory Corp 0.03% No change 2,240 $294K
Capital Investment Advisory Services, LLC 0.03% Add +0.0% 2,240 $294K
Altus Wealth Group LLC 0.13% No change 2,236 $294K
Capital City Trust Co. 0.07% No change 2,222 $292K
Dynamic Advisor Solutions LLC 0.01% Reduce -63.4% 2,221 $292K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,209 $290K
West Coast Financial LLC 0.03% Reduce -2.6% 2,197 $288K
Allred Capital Management, LLC 0.11% Reduce -3.2% 2,197 $288K
Capital Investment Counsel, LLC 0.05% No change 2,195 $288K
Aveo Capital Partners, LLC 0.03% Reduce -11.4% 2,189 $287K
American Institute for Advanced Investment Management, LLP 0.21% Reduce -3.3% 2,181 $286K
Courage Miller Partners, LLC 0.10% Reduce -0.1% 2,176 $286K
First Hawaiian Bank 0.01% No change 2,171 $285K
Avion Wealth 0.07% No change 2,176 $285K
C2C Wealth Management, LLC 0.26% Reduce -12.2% 2,150 $282K
UMB Bank, n.a. 0.00% No change 2,150 $282K
Pacific Center for Financial Services 0.07% Reduce -8.6% 2,149 $282K
Castle Wealth Management LLC 0.11% Reduce -6.9% 2,142 $281K
Hoffman, Alan N Investment Management 0.13% No change 2,134 $280K
TrinityPoint Wealth, LLC 0.04% No change 2,131 $280K
First Western Trust Bank 0.01% No change 2,116 $278K
Augustine Asset Management Inc. 0.07% Add +1.0% 2,115 $278K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% Reduce -7.7% 2,113 $277K
Calton & Associates, Inc. 0.12% Reduce -18.9% 2,104 $276K
Lane & Associates LLC 0.14% Reduce -17.4% 2,037 $275K
Sigma Investment Counselors Inc. 0.02% No change 2,090 $274K
Klingenstein Fields & Co. LP 0.01% No change 2,087 $274K
Avidian Wealth Enterprises, LLC 0.01% Add +0.1% 2,086 $274K
Avantax Planning Partners, Inc. 0.01% Reduce -11.8% 2,082 $273K
Russell Investments Group, Ltd. 0.00% Add +301.2% 2,082 $273K
Insight Advisors, LLC/ PA 0.05% Add +0.4% 2,081 $272K
Private Capital Management LLC 0.05% Reduce -2.4% 2,053 $270K
First American Bank 0.02% No change 2,050 $269K
CIBC Asset Management Inc 0.00% No change 2,050 $269K
Northeast Investment Management 0.01% No change 2,047 $269K
Staley Capital Advisers Inc. 0.01% No change 2,041 $268K
Capital Advisors Inc. 0.01% Add +0.3% 2,039 $268K
South Plains Financial, Inc. 0.20% — 2,038 $268K
Measured Wealth Private Client Group, LLC 0.09% Add +1.4% 2,031 $267K
Cove Private Wealth, LLC 0.16% New 2,030 $267K
Montag A & Associates Inc. 0.01% Reduce -36.6% 2,026 $266K
Bluespring Wealth Management, LLC 0.03% Add +0.5% 2,018 $265K
Provenance Wealth Advisors, LLC 0.03% No change 2,008 $264K
Sensible Money, LLC 0.12% Add +12.3% 2,007 $264K
Institute for Wealth Management, LLC. 0.03% No change 2,006 $263K
CFO4Life Group, LLC 0.05% Reduce -12.3% 2,004 $263K
Denver Wealth Management, Inc. 0.12% Add +0.7% 2,001 $263K
Gridiron Partners, LLC 0.17% No change 2,000 $263K
Bantamac Capital, LLC 0.12% No change 2,000 $263K
Summit Investment Advisors, Inc. 0.23% — 1,921 $261K
Renasant Bank 0.17% No change 1,985 $261K
TBH Global Asset Management, LLC 0.06% New 1,978 $260K
Sepio Capital, LP 0.02% No change 1,975 $259K
Stillwater Capital Advisors, LLC 0.03% No change 1,971 $259K
Heritage Financial Services, LLC 0.03% No change 1,970 $259K
Rialto Wealth Management, LLC 0.09% — 1,968 $258K
Forum Financial Management, LP 0.00% Add +7.4% 1,966 $258K
LCNB Corp. 0.09% Reduce -9.2% 1,965 $258K
Colonial Trust Advisors 0.02% Add +2.7% 1,964 $258K
Sterling Wealth Management, Inc. 0.10% No change 1,961 $257K
American Trust 0.02% New 1,960 $257K
Integrity Alliance, Llc. 0.03% — 1,952 $256K
Cedar Wealth Management, LLC 0.09% No change 1,944 $255K
Moneco Advisors, LLC 0.03% New 1,935 $254K
Sterling Financial Planning, Inc. 0.09% Reduce -4.1% 1,934 $254K
AtlasMark Financial, Inc 0.23% Reduce -0.8% 1,928 $253K
Pettinga Financial Advisors LLC 0.06% New 1,925 $253K
Legacy Advisors, LLC 0.02% No change 1,924 $253K
StoneX Group Inc. 0.01% Reduce -3.2% 1,919 $252K
Neuberger Berman Group LLC 0.00% Reduce -5.6% 1,915 $251K
Manuka Financial, LLC 0.17% — 1,915 $251K
Olistico Wealth, LLC 0.15% Add +168.3% 1,913 $251K
Gateway Wealth Partners, LLC 0.06% Add +8.1% 1,910 $251K
Zacks Investment Management 0.00% Reduce -2.1% 1,906 $250K
Kiely Wealth Advisory Group, Inc. 0.16% Reduce -29.0% 1,859 $250K
Semus Wealth Partners LLC 0.17% Reduce -4.8% 1,901 $250K
Melfa Wealth Management, Inc. 0.17% Reduce -9.5% 1,900 $249K
Dudley Capital Management, LLC 0.13% No change 1,900 $249K
McKinley Carter Wealth Services, Inc. 0.02% Add +3.5% 1,899 $249K
Bristlecone Advisors, LLC 0.02% Reduce -11.9% 1,892 $248K
Valley National Advisers Inc. 0.04% Reduce -2.6% 1,889 $248K
Charter Oak Capital Management, LLC 0.02% Add +15.2% 1,883 $247K
Vicus Capital 0.02% Reduce -5.0% 1,881 $247K
Apella Capital, LLC 0.01% New 1,879 $247K
St Germain D J Co. Inc. 0.01% Add +3.1% 1,871 $246K
Headinvest, LLC 0.05% No change 1,870 $246K
Hills Bank & Trust Co 0.02% No change 1,870 $246K
Southland Equity Partners LLC 0.06% Reduce -6.5% 1,870 $245K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.10% Reduce -5.1% 1,868 $245K
Sunbeam Capital Management, LLC 0.23% — 1,865 $245K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +7.5% 1,861 $244K
Wealthcare Capital Partners, LLC 0.13% — 1,856 $244K
Advisors Capital Management, LLC 0.00% No change 1,849 $243K
Rothschild Investment LLC 0.02% No change 1,840 $242K
American Financial Advisors, LLC 0.03% Add +0.2% 1,834 $241K
Forte Capital LLC 0.03% No change 1,820 $239K
Worth Financial Advisory Group, LLC 0.15% Add +13.1% 1,819 $239K
Parkside Financial Bank & Trust 0.03% No change 1,811 $238K
1 North Wealth Services LLC 0.10% — 1,811 $238K
Piscataqua Savings Bank 0.20% Reduce -12.1% 1,810 $238K
Lauterbach Financial Advisors, LLC 0.14% No change 1,790 $235K
Cobblestone Capital Advisors LLC 0.01% No change 1,780 $234K
Norden Group LLC 0.03% No change 1,773 $233K
Davidson Trust Co. 0.12% No change 1,769 $232K
Gray Private Wealth, LLC 0.14% No change 1,768 $232K
Carderock Capital Management Inc. 0.06% No change 1,766 $232K
Azimuth Capital Investment Management LLC 0.01% Reduce -5.4% 1,763 $231K
Diversify Advisory Services, LLC 0.01% New 1,789 $230K
Columbia Bank 0.08% No change 1,750 $229K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,747 $229K
Cairn Investment Group, Inc. 0.13% No change 1,742 $229K
Sterling Investment Advisors LLC 0.13% Reduce -6.0% 1,739 $228K
Unified Investment Management 0.26% — 1,735 $228K
Ring Mountain Capital, LLC 0.15% — 1,723 $226K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,721 $226K
Northstar Advisory Group, LLC 0.12% Add +0.2% 1,720 $226K
Allegheny Financial Group 0.06% Reduce -9.2% 1,718 $226K
Anchor Investment Management, LLC 0.02% Add +0.2% 1,716 $225K
Annex Advisory Services, LLC 0.01% No change 1,714 $225K
Golden State Wealth Management, LLC 0.03% — 1,712 $225K
Relyea Zuckerberg Hanson LLC 0.03% Add +0.1% 1,711 $225K
Richard P Slaughter Associates Inc 0.05% New 1,711 $225K
North Star Asset Management Inc. 0.01% No change 1,710 $225K
Latitude Advisors, LLC 0.13% Reduce -0.3% 1,708 $224K
DF Dent & Co. Inc. 0.00% No change 1,705 $224K
Traphagen Investment Advisors LLC 0.02% Add +0.2% 1,700 $223K
Meritage Portfolio Management 0.01% New 1,700 $223K
Carson Advisory Inc. 0.16% Reduce -1.9% 1,699 $223K
Hickory Point Bank & Trust 0.20% — 1,698 $223K
Octavia Wealth Advisors, LLC 0.03% No change 1,690 $222K
Chemistry Wealth Management LLC 0.05% No change 1,685 $221K
Uhlmann Price Securities, LLC 0.17% No change 1,680 $221K
ARS Wealth Advisors Group, LLC 0.03% No change 1,678 $220K
Cyrus J. Lawrence, LLC 0.04% Add +740.0% 1,680 $220K
Francis Financial, Inc. 0.06% No change 1,675 $220K
Middleton & Co. Inc. 0.02% No change 1,675 $220K
Signaturefd, LLC 0.00% No change 1,674 $220K
Sard Wealth Management Group, LLC 0.15% Add +0.4% 1,665 $219K
Insight Inv LLC 0.15% New 1,662 $218K
Founders Grove Wealth Partners, LLC 0.06% — 1,658 $218K
RiverGlades Family Offices LLC 0.15% No change 1,650 $217K
Confluence Wealth Services, Inc. 0.01% New 1,612 $216K
Sand Hill Global Advisors, LLC 0.01% No change 1,647 $216K
Pasadena Private Wealth, LLC 0.04% Add +0.3% 1,645 $216K
Gitterman Wealth Management, LLC 0.09% New 1,643 $216K
Morton Capital Management LLC 0.04% No change 1,638 $215K
Fidelity D & D Bancorp Inc. 0.14% Add +1.1% 1,636 $215K
Phillips Financial Management, LLC 0.02% Reduce -37.0% 1,633 $214K
First Merchants Corp. 0.01% No change 1,632 $214K
Capasso Planning Partners LLC 0.09% Add +1.0% 1,630 $214K
Wealth Advisory Solutions, LLC 0.06% Add +2.2% 1,629 $214K
Wilkins Investment Counsel Inc. 0.03% New 1,625 $213K
Ibex Wealth Advisors 0.03% New 1,624 $213K
Howard Wealth Management, LLC 0.11% Add +0.1% 1,604 $211K
Firestone Capital Management 0.05% No change 1,601 $210K
Arq Wealth Advisors, LLC 0.08% No change 1,600 $210K
BTG Pactual Asset Management US LLC 0.03% No change 2,040 $210K
OneAscent Family Office, LLC 0.38% — 1,600 $210K
Rise Advisors, LLC 0.10% Reduce -4.2% 1,597 $210K
Treynor Bancshares, Inc. 0.22% Reduce -6.3% 1,594 $209K
United Asset Strategies, Inc. 0.02% Reduce -4.4% 1,592 $209K
Duncan Williams Asset Management, LLC 0.08% New 1,591 $209K
Adapt Wealth Advisors, LLC 0.10% No change 1,590 $209K
Private Management Group Inc. 0.01% No change 1,577 $207K
Paces Ferry Wealth Advisors, LLC 0.10% No change 1,571 $206K
TABR Capital Management, LLC 0.18% — 1,568 $206K
Van Hulzen Asset Management, LLC 0.02% Reduce -18.3% 1,567 $206K
Breakwater Investment Management 0.09% Reduce -25.2% 1,558 $205K
Potentia Wealth 0.09% — 1,557 $204K
HC Advisors, LLC 0.16% New 1,547 $203K
Kovack Advisors, Inc. 0.02% New 1,547 $203K
Founders Financial Alliance, LLC 0.06% Reduce -44.5% 1,547 $203K
Seneca Financial Advisors LLC 0.10% Add +0.7% 1,547 $203K
KOM Wealth Management Group, LLC 0.15% Add +1.1% 1,543 $203K
Tortoise Investment Management, LLC 0.02% Add +19.8% 1,540 $202K
Coppell Advisory Solutions LLC 0.03% Reduce -6.7% 1,543 $202K
MRWM Advisors, LLC 0.16% — 1,537 $202K
Santori & Peters, Inc. 0.08% Add +1.0% 1,535 $202K
NBT Bank, N.A. 0.01% Reduce -10.5% 1,533 $201K
TigerOak Management, L.L.C. 0.07% — 1,531 $201K
Houlihan Financial Resource Group, Ltd. 0.09% New 1,524 $200K
Highline Wealth Partners LLC 0.06% No change 1,507 $198K
Topsail Wealth Management, LLC 0.04% — 1,500 $197K
Runnymede Capital Advisors, Inc. 0.17% — 1,445 $190K
Element Wealth, LLC 0.10% No change 1,431 $188K
Nvwm, LLC 0.05% Reduce -5.6% 1,411 $185K
Capital Investment Counsel, Inc 0.03% Reduce -10.8% 1,408 $185K
Moisand Fitzgerald Tamayo, LLC 0.03% No change 1,400 $184K
BankPlus Trust Department 0.06% — 1,388 $182K
Ancora Advisors LLC 0.00% Reduce -9.7% 1,332 $175K
Larson Financial Group LLC 0.01% Add +1.0% 1,311 $172K
Farther Finance Advisors, LLC 0.01% Add +3.8% 1,304 $171K
Old Second National Bank of Aurora 0.04% Reduce -8.3% 1,300 $171K
Concord Wealth Partners 0.03% Add +1.0% 1,290 $169K
Cranbrook Wealth Management, LLC 0.04% No change 1,281 $168K
LRI Investments, LLC 0.02% No change 1,255 $165K
SRH Advisors, LLC 0.05% No change 1,232 $162K
First Financial Corp. 0.07% No change 1,211 $159K
Riverview Trust Co 0.14% No change 1,196 $157K
Physician Wealth Advisors, Inc. 0.03% New 1,196 $157K
Westend Capital Management, LLC 0.05% No change 1,180 $155K
Cherry Tree Wealth Management, LLC 0.04% No change 1,145 $150K
Crewe Advisors LLC 0.02% Add +0.6% 1,133 $149K
Hanson & Doremus Investment Management 0.02% Add +20.9% 1,127 $148K
Missouri Trust & Investment Co 0.05% No change 1,125 $148K
Glass Jacobson Investment Advisors llc 0.05% Add +1.0% 1,109 $146K
CNB Bank 0.07% No change 1,102 $145K
Quent Capital, LLC 0.01% Reduce -48.2% 1,100 $144K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,094 $144K
Matrix Private Capital Group LLC 0.08% No change 1,093 $144K
Synergy Investment Management, LLC 0.06% — 1,084 $142K
Angeles Wealth Management, LLC 0.01% No change 1,066 $140K
Elequin Capital, LP 0.02% New 1,048 $138K
Crews Bank & Trust 0.02% — 1,038 $136K
FPC Investment Advisory, Inc. 0.10% No change 1,010 $136K
Blue Trust, Inc. 0.00% Reduce -34.0% 1,035 $136K
FWL Investment Management, LLC 0.05% No change 1,015 $133K
Balefire, LLC 0.05% No change 1,015 $133K
Raffa Wealth Management, LLC 0.03% Add +1.0% 982 $129K
Grand Wealth Management, LLC 0.07% No change 899 $118K
AlphaMark Advisors, LLC 0.05% No change 890 $117K
Crowley Wealth Management, Inc. 0.10% — 882 $116K
Global Financial Private Client, LLC 0.04% No change 868 $114K
Creative Financial Designs Inc. 0.01% Add +3.3% 840 $110K
Bray Capital Advisors 0.03% No change 837 $110K
Gen-Wealth Partners Inc 0.05% No change 823 $108K
WealthShield Partners, LLC 0.02% No change 822 $108K
AdvisorNet Financial, Inc 0.01% Reduce -11.7% 818 $107K
Quadrant Capital Group LLC 0.01% No change 815 $107K
Country Trust Bank 0.00% Add +2.2% 802 $105K
Davis Capital Management 0.08% Reduce -3.3% 767 $101K
Key Financial Inc 0.02% Reduce -15.4% 764 $100K
Caldwell Sutter Capital, Inc. 0.05% No change 756 $99K
Finley Financial, LLC 0.05% — 730 $97K
Financial Network Wealth Advisors LLC 0.17% Reduce -31.2% 708 $93K
EPG Wealth Management LLC 0.02% Reduce -41.3% 706 $93K
MCF Advisors LLC 0.01% No change 701 $92K
Cape Investment Advisory, Inc. 0.04% Add +40.0% 700 $92K
Peoples Financial Services Corp. 0.04% Add +4.3% 696 $91K
Pittenger & Anderson Inc. 0.00% No change 683 $90K
Lowe Wealth Advisors, LLC 0.04% No change 667 $88K
Marshall & Sterling Wealth Advisors Inc. 0.06% — 661 $87K
West Oak Capital, LLC 0.05% No change 650 $85K
GHP Investment Advisors, Inc. 0.00% Add +0.5% 648 $85K
Beaird Harris Wealth Management, LLC 0.01% Add +448.7% 642 $84K
Accordant Advisory Group Inc 0.08% No change 633 $83K
Pineridge Advisors LLC 0.03% New 600 $79K
Creekmur Asset Management LLC 0.02% Add +0.3% 595 $78K
High Note Wealth, LLC 0.02% New 579 $76K
Schroder Investment Management Group 0.00% No change 570 $75K
Friedenthal Financial 0.04% No change 561 $74K
Clearstead Trust, LLC 0.02% No change 560 $74K
Coston, McIsaac & Partners 0.02% No change 549 $72K
City State Bank 0.02% No change 530 $70K
Armstrong Advisory Group, Inc. 0.01% Add +205.3% 516 $68K
Atlatl Advisers LLC 0.04% — 514 $67K
Centerpoint Advisors, LLC 0.02% No change 511 $67K
GKV Capital Management Co., Inc. 0.03% — 500 $66K
Rosenberg Matthew Hamilton 0.02% No change 500 $66K
VSM Wealth Advisory, LLC 0.02% — 499 $65K
Financial Connections Group, Inc. 0.03% No change 497 $65K
Richardson Financial Services Inc. 0.05% Add +17.9% 494 $65K
Fortitude Family Office, LLC 0.02% No change 490 $64K
ORG Partners LLC 0.01% Add +331.9% 488 $64K
MilWealth Group LLC 0.02% No change 487 $64K
Ballast Advisors LLC 0.02% No change 482 $63K
EverSource Wealth Advisors, LLC 0.00% No change 482 $63K
Morse Asset Management, Inc 0.01% Reduce -31.4% 468 $61K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 468 $61K
Elevation Wealth Partners, LLC 0.03% Add +0.4% 464 $61K
MTM Investment Management, LLC 0.02% No change 450 $59K
Adirondack Trust Co. 0.02% No change 450 $59K
First PREMIER Bank 0.01% No change 447 $59K
Financial Life Planners 0.05% — 444 $58K
Morris Financial Concepts, Inc. 0.02% No change 434 $57K
Windsor Advisory Group, LLC 0.06% New 422 $55K
Cornerstone National Bank & Trust Co 0.03% No change 420 $55K
Compass Wealth Management LLC 0.01% No change 416 $55K
Hoey Investments, Inc. 0.01% Add +10175.0% 411 $54K
Valley Wealth Managers, Inc. 0.00% No change 407 $53K
Richards, Merrill & Peterson, Inc. 0.03% — 396 $52K
Hollencrest Capital Management 0.00% No change 396 $52K
Fairfield Financial Advisors, LTD 0.02% Add +0.8% 394 $52K
NFSG Corp 0.01% New 393 $52K
Salomon & Ludwin, LLC 0.01% Reduce -5.0% 383 $50K
Fairman Group, LLC 0.04% Add +0.5% 375 $49K
Hopwood Financial Services, Inc. 0.04% — 366 $48K
Hemington Wealth Management 0.01% No change 371 $48K
Horizons Wealth Management 0.04% No change 360 $47K
Marshall Investment Management, LLC 0.03% — 348 $47K
GPS Wealth Strategies Group, LLC 0.01% Add +0.6% 356 $47K
Legacy Bridge, LLC 0.02% No change 350 $46K
Advanced Asset Management Advisors Inc 0.01% No change 348 $46K
Main Street Group, LTD 0.02% No change 340 $45K
Clean Yield Group 0.01% No change 328 $43K
Weaver Capital Management LLC 0.01% New 325 $43K
Pin Oak Investment Advisors Inc. 0.04% No change 311 $42K
DHJJ Financial Advisors, Ltd. 0.02% No change 314 $41K
1620 Investment Advisors, Inc. 0.03% Add +27.2% 313 $41K
Winthrop Capital Management, LLC 0.01% New 304 $40K
MPWM Advisory Solutions, LLC 0.03% — 304 $40K
Murphy & Mullick Capital Management Corp 0.04% — 304 $40K
JDM Financial Group LLC 0.02% No change 300 $39K
Maryland Capital Advisors Inc. 0.02% No change 300 $39K
Westside Investment Management, Inc. 0.01% No change 300 $39K
Atlas Capital Advisors Inc. 0.01% No change 300 $39K
WFA Asset Management Corp 0.02% Reduce -49.3% 297 $39K
Gables Capital Management Inc. 0.02% No change 289 $38K
Roxbury Financial LLC 0.04% — 263 $38K
Evelyn Partners Asset Management Ltd 0.01% — 280 $37K
Financial Freedom, LLC 0.02% No change 279 $37K
Millstone Evans Group, LLC 0.02% — 273 $36K
Ascentis Wealth Management, LLC 0.01% Reduce -3.4% 255 $33K
Creative Capital Management Investments LLC 0.01% New 252 $33K
Koesten, Hirschmann & Crabtree, INC. 0.02% Add +2.0% 250 $33K
Beacon Capital Management, LLC 0.00% Add +0.8% 249 $33K
CGC Financial Services, LLC 0.01% No change 238 $31K
Toth Financial Advisory Corp. 0.00% No change 235 $31K
GAMMA Investing LLC 0.00% No change 232 $30K
Financial Gravity Companies, Inc. 0.01% New 221 $29K
Wintrust Investments LLC 0.03% Reduce -59.3% 227 $29K
Trust Co 0.00% No change 220 $29K
Transamerica Financial Advisors, LLC 0.00% New 203 $27K
JNBA Financial Advisors 0.00% No change 204 $27K
S&T Bank 0.01% New 203 $27K
Rice Partnership, LLC 0.01% No change 200 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +340.9% 194 $25K
Ransom Advisory, Ltd 0.01% No change 190 $25K
Grove Bank & Trust 0.00% Add +39.7% 176 $23K
McIlrath & Eck, LLC 0.00% No change 176 $23K
Park Square Financial Group, LLC 0.01% — 160 $21K
Addison Advisors LLC 0.01% No change 152 $20K
Measured Risk Portfolios, Inc. 0.02% — 151 $20K
Quintet Private Bank (Europe) S.A. 0.00% No change 150 $20K
Evelyn Partners Investment Management (Europe) Ltd 0.01% — 150 $20K
Catherine Avery Investment Management LLC 0.02% — 149 $20K
Mountain Hill Investment Partners Corp. 0.02% — 148 $19K
Riggs Asset Managment Co. Inc. 0.01% Add +1.4% 147 $19K
Nemes Rush Group LLC 0.00% No change 144 $19K
Transcendent Capital Group LLC 0.01% Add +0.7% 142 $19K
C M Bidwell & Associates Ltd. 0.01% No change 140 $18K
TFC Financial Management, Inc. 0.00% Add +0.7% 136 $18K
Family Manage LLC 0.00% No change 131 $17K
Medallion Wealth Advisors, LLC 0.01% — 128 $17K
HHM Wealth Advisors, LLC 0.00% No change 127 $17K
Consultiva Wealth Management, Corp. 0.08% New 127 $17K
ZynergyRetirementPlanningLLC 0.01% No change 121 $16K
Sound Income Strategies, LLC 0.00% No change 120 $16K
Chilton Capital Management LLC 0.00% No change 120 $16K
Advisors Asset Management, Inc. 0.00% No change 117 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 112 $15K
Financial Perspectives, Inc 0.01% No change 115 $15K
Hartford Financial Management Inc. 0.00% No change 110 $14K
Paladin Advisory Group, LLC 0.01% No change 108 $14K
Tsfg, LLC 0.00% No change 110 $14K
Bernard Wealth Management Corp. 0.01% — 102 $13K
Tucker Asset Management LLC 0.00% No change 102 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 100 $13K
Oarsman Capital, Inc. 0.00% No change 100 $13K
Sugar Maple Asset Management, LLC 0.01% New 98 $13K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -99.2% 95 $12K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 90 $12K
Silicon Valley Capital Partners 0.00% No change 88 $12K
Vermillion Wealth Management, Inc. 0.01% — 81 $11K
Bellwether Advisors, LLC 0.00% New 77 $10K
Robbins Farley 0.00% No change 75 $10K
Delta Asset Management LLC 0.00% No change 75 $10K
TD Capital Management LLC 0.00% No change 72 $10K
Hanseatic Management Services Inc. 0.01% No change 67 $9K
Center for Financial Planning, Inc. 0.00% No change 61 $8K
Register Financial Advisors LLC 0.00% No change 54 $7K
Kestra Investment Management, LLC 0.00% New 54 $7K
Comprehensive Financial Planning, Inc. 0.01% — 53 $7K
Prestige Wealth Management Group LLC 0.00% No change 52 $7K
Broadwater Capital Management LLC 0.00% No change 42 $6K
WPG Advisers, LLC 0.00% — 35 $5K
Stonebridge Financial Group, LLC 0.00% — 28 $4K
Compass Planning Associates Inc 0.00% — 25 $3K
Bfsg, LLC 0.00% No change 25 $3K
Princeton Global Asset Management LLC 0.00% No change 25 $3K
Investment Counsel Co. of Nevada 0.01% — 24 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $2K
New Millennium Group LLC 0.00% No change 16 $2K
Synergy Asset Management, LLC 0.00% New 15 $2K
Lanark Financial, Inc. 0.17% — 13 $2K
Raleigh Capital Management Inc. 0.00% No change 10 $1K
Semmax Financial Advisors Inc. 0.00% No change 10 $1K
Mainstream Capital Management LLC 0.00% New 9 $1K
Darwin Wealth Management, LLC 0.00% No change 6 $787
Toronto Dominion Bank 0.00% New 5 $656
West Branch Capital LLC 0.00% No change 4 $526
Rakuten Securities, Inc. 0.00% New 2 $263
Transce3nd, LLC 0.00% — 2 $263
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.