iShares Select Dividend ETFDVYETF
13F holders, Q4 2024 (December 31)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $56.9M |
| Exits | 63 | $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.