iShares Select Dividend ETFDVYETF
13F holders, Q1 2025 (March 31)1,316holders −15
71new positions
71sold out
7famous investors
$134.25avg. 13F price*
At the end of Q1 2025, 1,316 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 15 from Q4 2024. 71 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($856.7M) and PNC Financial Services Group, Inc. ($510.1M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $62.4M |
| Exits | 71 | $43.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,887,957 shares bought and 3,424,505 shares sold, net −1,536,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,316 holders
| Bank of America Corp. | 0.10% | Reduce -1.0% | 8,213,279 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -3.0% | 6,379,711 | $856.7M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -0.5% | 3,798,580 | $510.1M |
| Wells Fargo & Company | 0.12% | Reduce -5.7% | 3,656,919 | $491.1M |
| Northern Trust Corp. | 0.06% | Add +6.7% | 3,093,549 | $415.4M |
| Royal Bank of Canada | 0.07% | Reduce -3.0% | 2,276,456 | $305.7M |
| Bank of New York Mellon Corp | 0.05% | Reduce -2.3% | 1,837,854 | $246.8M |
| LPL Financial LLC | 0.08% | Add +1.1% | 1,613,201 | $216.6M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -2.1% | 1,554,443 | $208.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -13.1% | 1,473,601 | $197.9M |
| Raymond James Financial Inc. | 0.06% | Add +2.1% | 1,215,308 | $163.2M |
| Truist Financial Corp. | 0.25% | Reduce -3.8% | 1,149,939 | $154.4M |
| US Bancorp \de | 0.20% | Reduce -0.2% | 1,122,887 | $150.8M |
| UBS Group AG | 0.03% | Add +0.8% | 1,121,217 | $150.6M |
| Howard Capital Management, LLC | 3.32% | No change | 984,600 | $132.2M |
| Bank of Montreal | 0.06% | Add +2.3% | 773,021 | $103.8M |
| Northside Capital Management, LLC | 14.94% | Add +0.5% | 684,891 | $92.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.8% | 678,028 | $91.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.7% | 664,202 | $89.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 485,657 | $65.3M |
| Rockefeller Capital Management L.P. | 0.16% | Add +10.3% | 471,928 | $63.4M |
| Comerica Bank | 0.25% | Reduce -8.7% | 450,133 | $60.4M |
| Focus Partners Wealth | 0.14% | Reduce -0.6% | 401,434 | $53.9M |
| Cetera Investment Advisers | 0.10% | Reduce -0.2% | 385,468 | $51.8M |
| Mariner, LLC | 0.08% | Reduce -0.1% | 378,463 | $50.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -8.3% | 353,902 | $47.5M |
| Miller Howard Investments Inc. | 1.50% | Reduce -29.6% | 351,271 | $47.2M |
| Osaic Holdings, Inc. | 0.09% | Add +19.6% | 302,677 | $40.7M |
| Stifel Financial Corp. | 0.04% | Reduce -2.0% | 300,495 | $40.4M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.8% | 298,992 | $40.2M |
| AMG National Trust Bank | 1.12% | Add +0.8% | 298,168 | $40.0M |
| Creative Planning | 0.04% | Add +6.5% | 293,692 | $39.4M |
| Cibc World Market Inc. | 0.09% | Add +17.9% | 289,981 | $38.9M |
| Commerce Bank | 0.25% | Reduce -1.2% | 287,913 | $38.7M |
| Fifth Third Bancorp | 0.14% | Reduce -5.1% | 273,525 | $36.7M |
| Moment Partners, LLC | 6.93% | Reduce -1.6% | 260,374 | $35.0M |
| Glenmede Trust Co. NA | 0.18% | Add +0.7% | 248,961 | $33.4M |
| M&T Bank Corp | 0.11% | Reduce -0.2% | 234,371 | $31.5M |
| LBMC Investment Advisors, LLC | 2.43% | Reduce -1.1% | 231,157 | $31.0M |
| Assetmark, Inc. | 0.08% | Reduce -2.8% | 224,260 | $30.1M |
| Baird Financial Group, Inc. | 0.06% | Add +0.4% | 220,281 | $29.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +0.6% | 214,457 | $28.8M |
| Synovus Financial Corp. | 0.36% | Reduce -4.6% | 204,265 | $27.4M |
| St. Clair Advisors, LLC | 7.68% | Add +2.1% | 204,148 | $27.4M |
| National Bank of Canada | 0.03% | Reduce -17.3% | 202,949 | $27.3M |
| Ellis Investment Partners, LLC | 5.61% | Reduce -7.1% | 202,190 | $27.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +5.0% | 200,247 | $26.9M |
| Private Advisor Group, LLC | 0.16% | Reduce -48.6% | 197,356 | $26.5M |
| Corient Private Wealth LP | 0.04% | Add +94.7% | 196,494 | $26.4M |
| OMERS ADMINISTRATION Corp | 0.22% | New | 183,700 | $24.7M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -0.3% | 173,736 | $23.3M |
| First National Bank & Trust Co. of Newtown | 4.86% | Reduce -0.8% | 172,227 | $23.1M |
| Arcus Capital Partners, LLC | 8.78% | Add +20.5% | 162,902 | $21.9M |
| Yukon Wealth Management, Inc. | 8.88% | — | 159,292 | $21.4M |
| Valmark Advisers, Inc. | 0.32% | Reduce -0.5% | 158,940 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -1.0% | 158,085 | $21.2M |
| Blair William & Co. | 0.06% | Add +5.8% | 157,103 | $21.1M |
| FMR LLC | 0.00% | Reduce -1.8% | 151,693 | $20.4M |
| Franklin Resources Inc. | 0.01% | Add +3.1% | 149,097 | $20.0M |
| Wealthspire Advisors, LLC | 0.12% | Add +106.7% | 147,744 | $19.8M |
| Fifth Third Wealth Advisors LLC | 1.01% | Add +12.3% | 145,423 | $19.5M |
| CW Advisors, LLC | 0.23% | Add +4.4% | 144,412 | $19.4M |
| Cerity Partners LLC | 0.04% | Reduce -7.6% | 137,439 | $18.5M |
| Capital Investment Advisors, LLC | 0.33% | Reduce -1.5% | 124,230 | $16.7M |
| Florin Court Capital LLP | 17.17% | Add +93.3% | 123,300 | $16.6M |
| Trustmark Bank Trust Department | 1.20% | Reduce -1.7% | 120,487 | $16.2M |
| &partners | 0.17% | Add +45.3% | 121,021 | $16.1M |
| GW Henssler & Associates Ltd. | 0.90% | Add +20.1% | 116,506 | $15.6M |
| IFG Advisors, LLC | 2.96% | Add +5.1% | 114,448 | $15.4M |
| Cullen/Frost Bankers, Inc. | 0.21% | Add +0.4% | 114,167 | $15.3M |
| AlTi Global, Inc. | 0.40% | Reduce -30.9% | 112,251 | $15.1M |
| NTV Asset Management LLC | 1.99% | Reduce -0.9% | 110,981 | $14.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.46% | Add +4.5% | 108,284 | $14.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -18.6% | 107,620 | $14.5M |
| Avantax Advisory Services, Inc. | 0.09% | Add +3.0% | 104,597 | $14.0M |
| Round Rock Advisors LLC | 2.56% | Add +15.7% | 102,827 | $13.8M |
| Kwmg, LLC | 1.35% | Add +0.9% | 99,030 | $13.3M |
| Pinnacle Financial Partners Inc | 0.27% | Add +1.5% | 98,504 | $13.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -65.9% | 98,353 | $13.2M |
| Equitable Holdings, Inc. | 0.12% | Add +2.4% | 97,002 | $13.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +0.7% | 95,707 | $12.9M |
| Powell Investment Advisors, LLC | 6.19% | Add +1.0% | 93,839 | $12.6M |
| Captrust Financial Advisors | 0.03% | Reduce -2.8% | 90,081 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.9% | 88,482 | $11.9M |
| Lido Advisors, LLC | 0.07% | Reduce -0.4% | 87,968 | $11.8M |
| Moneta Group Investment Advisors LLC | 0.16% | Add +0.0% | 87,499 | $11.8M |
| Cresset Asset Management, LLC | 0.06% | Add +6.6% | 87,300 | $11.7M |
| MAI Capital Management | 0.09% | Reduce -4.4% | 85,245 | $11.4M |
| JGP Wealth Management, LLC | 1.49% | Add +5.4% | 84,180 | $11.3M |
| North Star Investment Management Corp. | 0.78% | Add +0.3% | 79,854 | $10.7M |
| NewEdge Advisors, LLC | 0.06% | Add +0.1% | 77,552 | $10.4M |
| Old National Bancorp | 0.27% | Reduce -13.3% | 75,116 | $10.1M |
| SOA Wealth Advisors, LLC. | 2.06% | Reduce -0.5% | 73,586 | $9.9M |
| Greenberg Financial Group | 4.09% | — | 64,782 | $9.8M |
| Advisory Services Network, LLC | 0.19% | Add +0.6% | 72,984 | $9.8M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $9.8M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +30.9% | 72,079 | $9.7M |
| NorthCoast Asset Management LLC | 0.05% | Add +51.6% | 71,628 | $9.6M |
| BlackRock, Inc. | 0.00% | Reduce -57.4% | 71,398 | $9.6M |
| Linscomb Wealth, Inc. | 0.47% | Reduce -1.9% | 70,895 | $9.5M |
| Sterling Investment Advisors, Ltd. | 2.24% | Add +5.0% | 69,338 | $9.3M |
| Pathstone Holdings, LLC | 0.04% | Reduce -14.8% | 67,296 | $9.0M |
| Integrated Wealth Concepts LLC | 0.10% | Add +0.3% | 66,516 | $8.9M |
| Dumont & Blake Investment Advisors LLC | 2.48% | Reduce -0.4% | 65,885 | $8.8M |
| Asset Advisors Investment Management, LLC | 0.92% | Reduce -8.9% | 65,393 | $8.8M |
| Bokf, NA | 0.15% | Reduce -12.7% | 64,585 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | Add +29.2% | 64,466 | $8.7M |
| Pinnacle Financial Group, LLC / IL | 3.14% | Add +3.3% | 64,340 | $8.6M |
| White Lighthouse Investment Management Inc. | 1.53% | Reduce -3.7% | 63,992 | $8.6M |
| Two Sigma Investments, LP | 0.02% | New | 63,809 | $8.6M |
| Beaumont Financial Advisors, LLC | 0.66% | Reduce -0.0% | 62,772 | $8.4M |
| Citizens Financial Group Inc. | 0.16% | Reduce -0.9% | 61,892 | $8.3M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -4.0% | 61,502 | $8.3M |
| Exchange Traded Concepts, LLC | 0.15% | Reduce -72.6% | 61,484 | $8.3M |
| First United Bank & Trust | 3.06% | Add +10.0% | 61,074 | $8.2M |
| Ieq Capital, LLC | 0.06% | Add +72.0% | 60,447 | $8.1M |
| Lee Financial Co | 1.18% | Reduce -6.6% | 57,681 | $7.7M |
| Mutual Advisors, LLC | 0.22% | Reduce -3.4% | 60,217 | $7.7M |
| Edgewood Management LLC | 0.03% | No change | 57,162 | $7.7M |
| HB Wealth Management, LLC | 0.06% | Add +4.4% | 56,326 | $7.6M |
| Wealth Management Associates, Inc. | 3.22% | Add +1.0% | 55,881 | $7.5M |
| Amarillo National Bank | 1.46% | No change | 55,719 | $7.5M |
| Raab & Moskowitz Asset Management LLC | 1.88% | Add +23.0% | 55,693 | $7.5M |
| Verus Financial Partners, Inc. | 0.84% | Reduce -2.9% | 58,185 | $7.3M |
| Gunma Bank,Ltd. | 2.32% | Add +9.4% | 53,600 | $7.2M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.6% | 60,437 | $7.2M |
| KCM Investment Advisors LLC | 0.26% | Reduce -0.2% | 52,798 | $7.1M |
| Smithfield Trust Co | 0.35% | Reduce -0.4% | 52,629 | $7.1M |
| TD Private Client Wealth LLC | 0.19% | Add +6.9% | 52,282 | $7.0M |
| Wedbush Securities Inc. | 0.26% | Add +8.2% | 51,732 | $6.9M |
| Stelac Advisory Services LLC | 2.83% | Add +4.9% | 51,124 | $6.9M |
| Glenview Trust Co | 0.13% | Add +3.8% | 49,097 | $6.6M |
| Carret Asset Management, LLC | 0.73% | Add +0.7% | 48,418 | $6.5M |
| Highland Capital Management, LLC | 0.39% | Add +0.5% | 48,320 | $6.5M |
| Cwm, LLC | 0.03% | Add +37.1% | 47,680 | $6.4M |
| Bank of Hawaii | 0.35% | Reduce -35.5% | 46,015 | $6.2M |
| Omega Financial Group, LLC | 2.37% | Reduce -5.9% | 45,929 | $6.2M |
| Sig Brokerage, LP | 1.75% | New | 44,812 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.8% | 44,565 | $6.0M |
| New England Asset Management Inc. | 1.01% | No change | 44,150 | $5.9M |
| Mechanics Bank Trust Department | 0.80% | Add +5.0% | 43,779 | $5.9M |
| IFP Advisors, Inc | 0.18% | Add +13.0% | 43,431 | $5.8M |
| Cornerstone Advisors Asset Management, LLC | 1.18% | No change | 42,864 | $5.8M |
| SPC Financial, Inc. | 0.51% | Add +1.3% | 42,811 | $5.7M |
| Brown Advisory Inc. | 0.01% | Reduce -1.7% | 42,684 | $5.7M |
| Burke & Herbert Bank & Trust Co. | 1.34% | Reduce -1.5% | 41,548 | $5.6M |
| Rathbones Group PLC | 0.03% | Add +1.5% | 41,366 | $5.6M |
| GoalVest Advisory LLC | 1.52% | Add +16.3% | 41,242 | $5.5M |
| Jackson, Grant Investment Advisers, Inc. | 2.10% | Reduce -0.9% | 40,430 | $5.4M |
| Oppenheimer & Co. Inc. | 0.08% | Add +1.7% | 40,357 | $5.4M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -23.6% | 40,171 | $5.4M |
| Trilogy Capital Inc. | 0.28% | Add +56.6% | 40,075 | $5.4M |
| MYDA Advisors LLC | 1.91% | Reduce -50.0% | 40,000 | $5.4M |
| FOCUS Wealth Advisors, LLC | 2.96% | Reduce -0.1% | 39,913 | $5.4M |
| Eagle Bay Advisors LLC | 4.41% | No change | 38,710 | $5.2M |
| International Assets Investment Management, LLC | 0.46% | Add +16.2% | 38,647 | $5.2M |
| Mendel Capital Management LLC | 3.14% | Add +6.8% | 38,577 | $5.2M |
| Principle Wealth Partners LLC | 0.37% | Reduce -11.9% | 38,398 | $5.2M |
| Landaas & Co. /Wi | 1.41% | Add +0.4% | 38,054 | $5.1M |
| LMG Wealth Partners, LLC | 1.13% | Reduce -1.3% | 37,720 | $5.1M |
| IFG Advisory, LLC | 0.28% | Add +4.7% | 37,253 | $5.0M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Add +0.6% | 36,849 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -7.9% | 36,468 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +8.2% | 35,826 | $4.8M |
| Integrated Advisors Network LLC | 0.24% | Reduce -28.1% | 35,752 | $4.8M |
| Ironwood Financial, llc | 1.03% | Reduce -1.4% | 35,711 | $4.8M |
| Scarborough Advisors, LLC | 0.68% | Reduce -1.5% | 35,514 | $4.8M |
| Keybank National Association | 0.02% | Reduce -1.3% | 35,413 | $4.8M |
| Tradition Wealth Management, LLC | 0.42% | Reduce -0.1% | 35,268 | $4.7M |
| Clearstead Advisors, LLC | 0.07% | Add +5.7% | 35,248 | $4.7M |
| Cornerstone Management, Inc. | 0.88% | Reduce -4.8% | 35,046 | $4.7M |
| Keebeck Wealth Management | 0.69% | Reduce -0.5% | 34,906 | $4.7M |
| Callan Family Office, LLC | 0.35% | Add +0.3% | 34,679 | $4.7M |
| Pinion Investment Advisors, LLC | 1.01% | Add +96.7% | 34,090 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +1.9% | 33,920 | $4.6M |
| MV Capital Management, Inc. | 0.49% | Reduce -0.3% | 33,772 | $4.5M |
| MML Investors Services, LLC | 0.02% | Reduce -17.1% | 33,679 | $4.5M |
| Wealth Quarterback LLC | 2.53% | Add +26.6% | 33,445 | $4.5M |
| Scotia Capital Inc. | 0.02% | Add +11.6% | 33,277 | $4.5M |
| Balentine LLC | 0.19% | Reduce -29.3% | 33,069 | $4.4M |
| Albion Financial Group | 0.31% | Reduce -0.0% | 32,990 | $4.4M |
| Gallagher Capital Advisors, LLC | 3.37% | Reduce -0.1% | 32,973 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 2.01% | Reduce -1.2% | 32,724 | $4.4M |
| Klingman & Associates, LLC | 0.27% | No change | 32,672 | $4.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.42% | Add +0.3% | 32,178 | $4.3M |
| First American Trust, FSB | 0.40% | Reduce -0.9% | 31,965 | $4.3M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 31,647 | $4.2M |
| Debussy Capital Management LP | 0.68% | Add +0.9% | 31,409 | $4.2M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -3.6% | 31,297 | $4.2M |
| Townsend Asset Management Corp. /NC/ | 1.62% | Add +3.0% | 31,208 | $4.2M |
| Mma Asset Management LLC | 1.73% | Add +7.0% | 30,614 | $4.1M |
| One Wealth Advisors, LLC | 0.61% | Reduce -2.2% | 30,538 | $4.1M |
| Graves Light Lenhart Wealth, Inc. | 0.50% | Reduce -0.8% | 30,388 | $4.1M |
| Shulman DeMeo Asset Management LLC | 1.15% | Reduce -0.5% | 30,380 | $4.1M |
| LGL Partners, LLC | 1.95% | Reduce -7.4% | 30,058 | $4.0M |
| Prospera Financial Services Inc | 0.09% | Add +1.3% | 29,954 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -31.6% | 29,598 | $4.0M |
| Granite FO LLC | 2.24% | No change | 29,337 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Add +5.5% | 29,294 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -44.9% | 28,974 | $3.9M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -44.9% | 28,974 | $3.9M |
| Hancock Whitney Corp. | 0.13% | Reduce -3.8% | 28,699 | $3.9M |
| PKS Advisory Services, LLC | 1.05% | Reduce -0.9% | 28,447 | $3.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.86% | Add +0.5% | 28,412 | $3.8M |
| Inman Jager Wealth Management, LLC | 2.84% | Reduce -3.9% | 28,239 | $3.8M |
| FAS Wealth Partners, Inc. | 0.31% | Reduce -2.8% | 28,154 | $3.8M |
| Capital Analysts, LLC | 0.14% | Add +36.9% | 27,531 | $3.7M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.3% | 27,478 | $3.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -68.1% | 27,265 | $3.7M |
| Arax Advisory Partners | 0.23% | Reduce -4.6% | 27,248 | $3.7M |
| Johnson Investment Counsel Inc. | 0.04% | Add +4.6% | 27,047 | $3.6M |
| Fulton Bank, N.A. | 0.15% | Reduce -0.1% | 26,920 | $3.6M |
| Western Wealth Management, LLC | 0.23% | Reduce -8.0% | 26,265 | $3.5M |
| Argent Trust Co | 0.14% | Add +0.3% | 26,056 | $3.5M |
| Narwhal Capital Management | 0.31% | Reduce -0.0% | 25,946 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.2% | 25,723 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.21% | Add +0.3% | 25,469 | $3.4M |
| Sonata Capital Group Inc. | 1.46% | Reduce -2.1% | 25,018 | $3.4M |
| Fifth Third Securities, Inc. | 0.28% | Add +10.9% | 24,983 | $3.4M |
| Hilltop Holdings Inc. | 0.21% | Add +9.3% | 24,879 | $3.3M |
| Guidance Point Advisors, LLC | 0.99% | Reduce -2.2% | 24,871 | $3.3M |
| Banco de Sabadell, S.A | 2.54% | Add +13.5% | 24,856 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -10.0% | 24,196 | $3.2M |
| Simon Quick Advisors, LLC | 0.18% | Reduce -0.2% | 23,769 | $3.2M |
| Argent Advisors, Inc. | 1.07% | Add +3.6% | 23,767 | $3.2M |
| First Commonwealth Financial Corp | 0.75% | Reduce -12.6% | 23,599 | $3.2M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -2.9% | 23,562 | $3.2M |
| Taylor Financial Group, Inc. | 2.19% | Add +8.4% | 23,440 | $3.1M |
| Wolff Wiese Magana LLC | 2.13% | Reduce -0.3% | 23,343 | $3.1M |
| Joel Isaacson & Co., LLC | 0.14% | Add +0.2% | 23,128 | $3.1M |
| Sigma Planning Corp | 0.10% | Reduce -10.3% | 23,065 | $3.1M |
| JFS Wealth Advisors, LLC | 0.21% | Add +0.1% | 22,973 | $3.1M |
| Mission Wealth Management, LP | 0.08% | Reduce -3.9% | 22,968 | $3.1M |
| Allworth Financial LP | 0.02% | Add +2.9% | 23,994 | $3.1M |
| High Net Worth Advisory Group LLC | 0.86% | Reduce -2.2% | 22,666 | $3.0M |
| Essex Financial Services, Inc. | 0.22% | Reduce -26.5% | 22,610 | $3.0M |
| Mill Creek Capital Advisors, LLC | 0.07% | Add +0.6% | 22,601 | $3.0M |
| Operose Advisors LLC | 0.99% | Add +0.7% | 22,321 | $3.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.7% | 22,224 | $3.0M |
| Kapstone Financial Advisors LLC | 1.68% | Reduce -0.2% | 22,143 | $3.0M |
| Capital Advisory Group Advisory Services, LLC | 1.13% | Add +5.1% | 21,996 | $3.0M |
| SBI Securities Co., Ltd. | 0.10% | Reduce -0.2% | 21,868 | $2.9M |
| My Personal CFO, LLC | 1.48% | Add +0.2% | 21,828 | $2.9M |
| Flagstar Securities, Inc. | 0.75% | Reduce -10.8% | 21,797 | $2.9M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -3.5% | 21,573 | $2.9M |
| Smith Shellnut Wilson LLC | 1.32% | Reduce -3.4% | 21,476 | $2.9M |
| City Holding Co. | 0.40% | Reduce -1.9% | 21,373 | $2.9M |
| Cypress Wealth Services, LLC | 0.58% | Reduce -4.3% | 21,299 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +19.6% | 21,286 | $2.9M |
| Monetary Management Group Inc. | 0.77% | Add +11.8% | 21,250 | $2.9M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -11.6% | 21,318 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Add +0.1% | 20,898 | $2.8M |
| Haverford Trust Co | 0.03% | Reduce -4.3% | 20,846 | $2.8M |
| Valeo Financial Advisors, LLC | 0.08% | Add +4.0% | 20,606 | $2.8M |
| Fortis Group Advisors, LLC | 0.53% | Add +81.3% | 20,312 | $2.7M |
| Arlington Trust Co LLC | 0.58% | Reduce -7.7% | 20,289 | $2.7M |
| Sowell Financial Services LLC | 0.12% | Add +0.1% | 20,199 | $2.7M |
| Plancorp, LLC | 0.11% | No change | 20,151 | $2.7M |
| Hazlett, Burt & Watson, Inc. | 1.21% | Reduce -3.2% | 19,967 | $2.7M |
| FineMark National Bank & Trust | 0.10% | Add +4.1% | 19,962 | $2.7M |
| IMS Capital Management | 1.35% | Add +4.2% | 19,952 | $2.7M |
| Webster Bank, N. A. | 0.29% | Add +129.9% | 19,734 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.7% | 19,528 | $2.6M |
| Bouvel Investment Partners, LLC | 0.99% | Reduce -26.0% | 19,406 | $2.6M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -1.6% | 19,509 | $2.6M |
| Pallas Capital Advisors LLC | 0.11% | Add +4.4% | 19,488 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +21.4% | 19,475 | $2.6M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -0.1% | 19,347 | $2.6M |
| Providence First Trust Co | 1.05% | Reduce -6.0% | 19,342 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +54.1% | 19,489 | $2.6M |
| Zhang Financial LLC | 0.14% | Add +0.0% | 19,179 | $2.6M |
| IFC Advisors LLC | 0.54% | No change | 19,168 | $2.6M |
| Berkshire Asset Management LLC | 0.12% | Reduce -0.6% | 19,730 | $2.6M |
| Corundum Trust Company, INC | 7.36% | No change | 19,014 | $2.6M |
| Flaharty Asset Management, LLC | 0.36% | Reduce -12.6% | 18,813 | $2.5M |
| Stephens Inc. | 0.04% | Reduce -0.7% | 18,712 | $2.5M |
| Sax Wealth Advisors, LLC | 0.18% | Add +18.4% | 18,701 | $2.5M |
| Financial Counselors Inc. | 0.04% | Reduce -15.4% | 18,656 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | No change | 18,595 | $2.5M |
| Wealthfront Advisers LLC | 0.01% | Reduce -6.3% | 18,532 | $2.5M |
| Yeomans Consulting Group, Inc. | 0.96% | Add +1.7% | 18,401 | $2.5M |
| Caerus Investment Advisors, LLC | 2.38% | No change | 18,348 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -2.2% | 18,297 | $2.5M |
| Chicago Partners Investment Group LLC | 0.08% | Add +34.6% | 18,770 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.34% | Add +1.3% | 17,853 | $2.4M |
| Weinberger Asset Management, Inc | 1.02% | Reduce -2.0% | 17,718 | $2.4M |
| Csenge Advisory Group | 0.13% | Add +0.9% | 18,800 | $2.4M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +15.8% | 17,431 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -3.9% | 17,358 | $2.3M |
| CMG Global Holdings, LLC | 1.52% | Add +2.5% | 18,133 | $2.3M |
| Howland Capital Management LLC | 0.10% | Reduce -1.4% | 17,314 | $2.3M |
| Atlas Private Wealth Advisors | 0.32% | Add +13.4% | 17,151 | $2.3M |
| Composition Wealth, LLC | 0.05% | Reduce -17.7% | 17,110 | $2.3M |
| Traynor Capital Management, Inc. | 0.19% | Reduce -11.3% | 16,968 | $2.3M |
| Darden Wealth Group Inc | 1.77% | Add +4.8% | 16,884 | $2.3M |
| Park National Corp. | 0.08% | No change | 16,815 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.34% | Reduce -5.8% | 16,912 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +0.7% | 16,656 | $2.2M |
| Tempus Wealth Planning, LLC | 0.66% | Add +1.2% | 16,531 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -8.7% | 16,700 | $2.2M |
| HSBC Holdings PLC | 0.00% | Reduce -4.1% | 16,467 | $2.2M |
| NewEdge Wealth, LLC | 0.04% | Add +2.1% | 16,451 | $2.2M |
| Principal Securities, Inc. | 0.05% | No change | 16,702 | $2.2M |
| Pinnacle Family Advisors, LLC | 1.19% | Add +3.9% | 16,314 | $2.2M |
| Gryphon Financial Partners LLC | 0.32% | Reduce -3.9% | 16,301 | $2.2M |
| Gentry Private Wealth, LLC | 1.78% | New | 16,076 | $2.2M |
| Quantinno Capital Management LP | 0.01% | Add +35.1% | 16,064 | $2.2M |
| First Horizon Advisors, Inc. | 0.06% | Reduce -2.1% | 16,063 | $2.2M |
| Parallel Advisors, LLC | 0.05% | Reduce -8.5% | 16,038 | $2.2M |
| Peregrine Asset Advisers, Inc. | 0.80% | Reduce -1.5% | 16,023 | $2.2M |
| Franklin Street Advisors Inc. | 0.15% | No change | 16,000 | $2.1M |
| Bensler, LLC | 0.27% | Reduce -10.7% | 15,959 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.9% | 15,950 | $2.1M |
| Sound Income Strategies, LLC | 0.13% | Add +13187.5% | 15,945 | $2.1M |
| Founders Financial Securities LLC | 0.18% | Add +50.8% | 16,689 | $2.1M |
| Oxbow Advisors, LLC | 0.23% | Reduce -8.8% | 15,900 | $2.1M |
| Legacy Private Trust Co. | 0.15% | Add +25.4% | 15,885 | $2.1M |
| Cascade Financial Partners, LLC | 0.27% | Add +1.5% | 15,883 | $2.1M |
| Summit Wealth Partners, LLC | 0.43% | Add +14.9% | 15,859 | $2.1M |
| Evanson Asset Management, LLC | 0.15% | Reduce -2.9% | 15,840 | $2.1M |
| Eagle Strategies LLC | 0.37% | Reduce -8.2% | 15,828 | $2.1M |
| Magnus Financial Group LLC | 0.21% | Reduce -0.6% | 15,767 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.4% | 15,767 | $2.1M |
| New South Capital Management Inc. | 0.10% | No change | 15,680 | $2.1M |
| Crescent Grove Advisors, LLC | 0.22% | Add +3.0% | 15,676 | $2.1M |
| Kaydan Wealth Management, Inc. | 0.67% | Add +0.3% | 15,613 | $2.1M |
| BluePointe Capital Management, LLC | 0.80% | Add +258.7% | 15,568 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +8.9% | 15,554 | $2.1M |
| Canandaigua National Bank & Trust Co. | 0.21% | Add +2.7% | 15,527 | $2.1M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.8% | 15,413 | $2.1M |
| Cozad Asset Management Inc. | 0.20% | Add +0.5% | 15,223 | $2.0M |
| Independence Bank of Kentucky | 0.32% | No change | 15,215 | $2.0M |
| Aberdeen Wealth Management LLC | 1.41% | No change | 15,170 | $2.0M |
| Millennium Capital Advisors, LLC | 1.50% | Reduce -6.2% | 15,166 | $2.0M |
| Asset Management Group, Inc. | 0.38% | Add +0.7% | 15,166 | $2.0M |
| Fidelis Capital Partners, LLC | 0.22% | Reduce -5.5% | 15,944 | $2.0M |
| WealthBridge Capital Management, LLC | 0.57% | Reduce -1.8% | 15,148 | $2.0M |
| Wesbanco Bank Inc. | 0.07% | Reduce -1.8% | 15,126 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.31% | Add +4.7% | 15,054 | $2.0M |
| Evoke Wealth, LLC | 0.05% | Add +10.3% | 15,052 | $2.0M |
| Citigroup Inc. | 0.00% | Add +10.5% | 14,892 | $2.0M |
| Peoples Bank | 1.35% | Reduce -2.6% | 14,781 | $2.0M |
| Osborne Partners Capital Management, LLC | 0.11% | Reduce -1.8% | 14,780 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.10% | Reduce -1.6% | 14,601 | $2.0M |
| Evercore Wealth Management, LLC | 0.03% | No change | 14,488 | $1.9M |
| WASHINGTON TRUST Co | 0.07% | Reduce -4.4% | 14,369 | $1.9M |
| Laurel Wealth Advisors LLC | 0.30% | Reduce -0.5% | 14,312 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 14,261 | $1.9M |
| Trifecta Capital Advisors, LLC | 0.40% | No change | 14,215 | $1.9M |
| Redmont Wealth Advisors LLC | 3.69% | No change | 14,111 | $1.9M |
| Smith Anglin Financial, LLC | 0.20% | Add +0.1% | 14,072 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -79.2% | 14,071 | $1.9M |
| Private Capital Advisors, Inc. | 0.22% | No change | 13,975 | $1.9M |
| Regions Financial Corp. | 0.01% | Reduce -1.1% | 13,887 | $1.9M |
| Carbahal Olsen Financial Services Group, LLC | 1.76% | Add +0.2% | 13,839 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.43% | Add +23.7% | 13,831 | $1.9M |
| Lanark Financial, Inc. | 0.16% | — | 13,784 | $1.9M |
| Stonebridge Capital Advisors LLC | 0.15% | Reduce -21.7% | 13,751 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Add +5.2% | 13,695 | $1.8M |
| Investment Advisory Group, LLC | 0.61% | Reduce -1.4% | 13,626 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.64% | Reduce -1.4% | 13,596 | $1.8M |
| PFG Investments, LLC | 0.11% | Reduce -6.6% | 13,314 | $1.8M |
| Union Savings Bank | 0.87% | Reduce -0.6% | 13,248 | $1.8M |
| Curi Capital, LLC | 0.04% | Reduce -27.0% | 13,233 | $1.8M |
| Fiduciary Trust Co | 0.02% | Add +1.7% | 13,205 | $1.8M |
| Global Trust Asset Management, LLC | 1.08% | Reduce -27.7% | 13,171 | $1.8M |
| NCM Capital Management, LLC | 0.80% | Add +0.4% | 13,168 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -4.0% | 13,130 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -4.3% | 13,057 | $1.8M |
| Watts Gwilliam & Co., LLC | 0.38% | Add +9.9% | 13,021 | $1.7M |
| Cypress Capital Group | 0.23% | Reduce -0.2% | 13,002 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +8.6% | 12,984 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +350.4% | 12,899 | $1.7M |
| MSH Capital Advisors LLC | 0.53% | Add +4.8% | 12,839 | $1.7M |
| SCS Capital Management LLC | 0.02% | New | 12,698 | $1.7M |
| AQR Capital Management | 0.00% | Add +44.7% | 12,687 | $1.7M |
| Adero Partners, LLC | 0.11% | No change | 12,630 | $1.7M |
| Harbor Investment Advisory, LLC | 0.16% | Add +1.0% | 12,618 | $1.7M |
| Hicks Capital Management LLC | 2.24% | — | 12,605 | $1.7M |
| Dale Q Rice Investment Management Ltd | 0.87% | Reduce -0.0% | 12,567 | $1.7M |
| Financial Advocates Investment Management | 0.12% | Reduce -3.1% | 13,048 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.13% | Reduce -0.8% | 12,503 | $1.7M |
| Asset Dedication, LLC | 0.14% | Reduce -16.0% | 12,412 | $1.7M |
| World Investment Advisors | 0.04% | Add +0.6% | 12,397 | $1.7M |
| Simmons Bank | 0.13% | Reduce -0.6% | 12,395 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +5.6% | 12,294 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.40% | Add +10.5% | 12,199 | $1.6M |
| Armstrong, Fleming & Moore, Inc | 1.98% | New | 12,171 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -10.7% | 12,142 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +54.8% | 11,994 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | Reduce -0.5% | 11,922 | $1.6M |
| Edge Wealth Management LLC | 0.32% | Add +8.3% | 11,883 | $1.6M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -3.3% | 11,864 | $1.6M |
| Richwood Investment Advisors, LLC | 1.35% | Reduce -0.3% | 11,852 | $1.6M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -8.1% | 11,825 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.52% | No change | 11,781 | $1.6M |
| Fiducient Advisors LLC | 0.20% | Reduce -0.8% | 11,717 | $1.6M |
| Sterling Financial Group, Inc. | 0.57% | No change | 11,675 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +14.4% | 11,504 | $1.5M |
| Regal Investment Advisors LLC | 0.12% | Reduce -2.8% | 11,487 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -19.1% | 11,478 | $1.5M |
| WBH Advisory Inc. | 0.14% | Add +0.1% | 11,403 | $1.5M |
| Pacific Point Advisors, LLC | 0.85% | No change | 11,383 | $1.5M |
| Glen Eagle Advisors, LLC | 0.25% | Add +2.2% | 11,352 | $1.5M |
| Brighton Jones LLC | 0.05% | Reduce -7.1% | 11,343 | $1.5M |
| JMG Financial Group, Ltd. | 0.05% | No change | 11,298 | $1.5M |
| Keeley-Teton Advisors, LLC | 0.18% | Reduce -4.3% | 11,258 | $1.5M |
| David J Yvars Group | 1.18% | Add +18.0% | 11,230 | $1.5M |
| Carnegie Investment Counsel | 0.04% | Add +0.4% | 12,389 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 11,159 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | Add +1.0% | 11,115 | $1.5M |
| Precedent Wealth Partners, LLC | 0.41% | No change | 11,108 | $1.5M |
| High Falls Advisors, Inc | 0.35% | Reduce -4.2% | 11,029 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.9% | 11,016 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +16.3% | 11,002 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -20.3% | 10,974 | $1.5M |
| Fox Hill Wealth Management | 0.86% | Reduce -2.0% | 10,886 | $1.5M |
| Vertex Planning Partners, LLC | 0.32% | Reduce -1.7% | 10,868 | $1.5M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -0.8% | 10,827 | $1.5M |
| VestGen Advisors, LLC | 0.07% | — | 10,761 | $1.4M |
| Welch & Forbes LLC | 0.02% | Reduce -0.3% | 10,721 | $1.4M |
| Verdence Capital Advisors LLC | 0.11% | Add +2.3% | 10,667 | $1.4M |
| Nwam LLC | 0.12% | Reduce -37.0% | 10,567 | $1.4M |
| Blodgett Wealth Advisors, LLC | 1.21% | No change | 10,565 | $1.4M |
| Tyche Wealth Partners LLC | 0.30% | Add +2.2% | 10,409 | $1.4M |
| Savant Capital, LLC | 0.01% | Reduce -2.4% | 10,391 | $1.4M |
| Arkadios Wealth Advisors | 0.05% | Add +21.6% | 10,382 | $1.4M |
| Farmers National Bank | 0.39% | Reduce -9.6% | 10,369 | $1.4M |
| Caldwell Trust Co | 0.15% | Reduce -2.1% | 10,286 | $1.4M |
| Asset Allocation & Management Company, LLC | 0.70% | No change | 10,273 | $1.4M |
| Challenger Wealth Management | 1.09% | Add +6.7% | 10,239 | $1.4M |
| Belpointe Asset Management LLC | 0.07% | Add +1.4% | 10,229 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +101.1% | 10,192 | $1.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +682.1% | 10,199 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -4.5% | 10,185 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Reduce -78.4% | 10,150 | $1.4M |
| waypoint wealth counsel | 0.86% | Add +0.3% | 10,149 | $1.4M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -1.1% | 10,000 | $1.3M |
| Tompkins Financial Corp. | 0.13% | Add +1.3% | 9,975 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -1.0% | 9,966 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -43.9% | 9,959 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -24.6% | 9,958 | $1.3M |
| Romano Brothers and Company | 0.17% | No change | 9,953 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Add +37.2% | 9,902 | $1.3M |
| Invenio Wealth Partners LLC | 0.56% | Reduce -2.8% | 9,898 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -5.0% | 9,892 | $1.3M |
| Keel Point, LLC | 0.10% | Reduce -5.1% | 9,868 | $1.3M |
| XML Financial, LLC | 0.12% | Reduce -10.2% | 9,816 | $1.3M |
| Trust Point Inc. | 0.12% | Reduce -0.3% | 9,742 | $1.3M |
| Journey Advisory Group, LLC | 0.11% | Reduce -6.0% | 9,718 | $1.3M |
| Viewpoint Capital Management LLC | 0.70% | Add +0.6% | 9,711 | $1.3M |
| Marietta Investment Partners LLC | 0.31% | No change | 9,665 | $1.3M |
| NorthRock Partners, LLC | 0.04% | Add +0.7% | 9,663 | $1.3M |
| Planned Solutions, Inc. | 0.53% | Reduce -2.3% | 9,645 | $1.3M |
| First Citizens Financial Corp | 0.73% | Add +5.9% | 9,571 | $1.3M |
| PFG Advisors | 0.07% | Add +4.8% | 9,555 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +52.6% | 9,531 | $1.3M |
| CRA Financial Services, LLC | 0.22% | Add +2.7% | 9,529 | $1.3M |
| Occidental Asset Management, LLC | 0.19% | No change | 9,494 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.63% | Add +0.1% | 9,487 | $1.3M |
| Logan Stone Capital, LLC | 0.59% | New | 9,446 | $1.3M |
| ADG Wealth Management Group, LLC | 1.19% | Add +7.4% | 9,402 | $1.3M |
| CBIZ Investment Advisory Services, LLC | 0.06% | Reduce -7.0% | 9,400 | $1.3M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -6.0% | 9,282 | $1.2M |
| Freedom Financial Partners LLC | 0.58% | Reduce -0.4% | 9,253 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -22.9% | 9,249 | $1.2M |
| Smith, Moore & Co. | 0.11% | Reduce -2.1% | 9,229 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +120.5% | 9,210 | $1.2M |
| Old North State Trust, LLC | 0.78% | No change | 9,392 | $1.2M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Reduce -2.4% | 9,132 | $1.2M |
| First Nebraska Trust Co | 0.12% | Add +1.8% | 9,113 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.23% | No change | 9,064 | $1.2M |
| Continuum Advisory, LLC | 0.16% | Add +1.4% | 9,034 | $1.2M |
| Wolff Financial Management LLC | 0.34% | Reduce -0.5% | 9,025 | $1.2M |
| Rockbridge Investment Management, LCC | 0.14% | No change | 8,969 | $1.2M |
| VAUGHAN & Co SECURITIES, INC. | 0.74% | Reduce -3.3% | 8,942 | $1.2M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -1.6% | 8,915 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.16% | No change | 8,903 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -0.3% | 8,892 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +5.1% | 8,881 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +115.3% | 8,836 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.1% | 8,791 | $1.2M |
| Infinity Wealth Counsel, LLC | 1.27% | Reduce -0.8% | 8,749 | $1.2M |
| Sculati Wealth Management, LLC | 0.47% | Reduce -2.0% | 8,718 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.0% | 8,718 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.14% | Reduce -5.7% | 8,699 | $1.2M |
| Platform Technology Partners | 0.34% | No change | 8,698 | $1.2M |
| Citizens National Bank Trust Department | 0.25% | Add +1.2% | 8,626 | $1.2M |
| Embree Financial Group | 0.19% | Add +0.2% | 8,592 | $1.2M |
| Accredited Investors Inc. | 0.07% | Add +172.5% | 8,560 | $1.1M |
| First National Trust Co | 0.05% | Reduce -10.7% | 8,551 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +4.7% | 8,519 | $1.1M |
| O'ROURKE & COMPANY, Inc | 0.57% | Reduce -1.3% | 8,488 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.7% | 8,484 | $1.1M |
| Titleist Asset Management, LLC | 0.13% | Add +3.4% | 8,466 | $1.1M |
| Signet Financial Management, LLC | 0.15% | Reduce -3.0% | 8,343 | $1.1M |
| ARS Investment Partners, LLC | 0.10% | No change | 8,511 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +0.1% | 8,301 | $1.1M |
| Chatham Capital Group, Inc. | 0.19% | No change | 8,298 | $1.1M |
| Independent Wealth Network Inc. | 0.44% | Reduce -0.1% | 8,283 | $1.1M |
| Davidson Trust Co. | 0.53% | Add +368.1% | 8,281 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -1.8% | 8,209 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +34.7% | 8,181 | $1.1M |
| Keudell/Morrison Wealth Management | 0.26% | No change | 8,145 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.09% | Reduce -7.8% | 8,136 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +6.5% | 8,135 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | No change | 8,100 | $1.1M |
| Marcum Wealth, LLC | 0.09% | No change | 8,062 | $1.1M |
| Alterna Wealth Management, Inc. | 0.81% | Add +0.1% | 7,969 | $1.1M |
| Lindbrook Capital, LLC | 0.10% | No change | 7,930 | $1.1M |
| Islay Capital Management, LLC | 0.72% | Reduce -2.7% | 7,899 | $1.1M |
| Beacon Financial Advisory LLC | 0.32% | Reduce -1.6% | 7,876 | $1.1M |
| Dodds Wealth, LLC | 0.34% | Add +0.6% | 7,850 | $1.1M |
| Legacy Trust | 0.25% | Add +5.5% | 7,835 | $1.1M |
| HM Payson & Co. | 0.02% | Add +32.1% | 7,815 | $1.0M |
| Winthrop Advisory Group LLC | 0.13% | Reduce -12.4% | 7,790 | $1.0M |
| Archer Investment Corp | 0.27% | Add +0.0% | 7,764 | $1.0M |
| Cadence Bank | 0.07% | Add +0.8% | 7,744 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +8.8% | 7,738 | $1.0M |
| CENTRAL TRUST Co | 0.03% | No change | 7,726 | $1.0M |
| Squire Investment Management Company, LLC | 0.43% | No change | 7,720 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Reduce -9.4% | 7,650 | $1.0M |
| Capital Advantage, Inc. | 0.19% | No change | 7,806 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | Add +39.4% | 7,594 | $1.0M |
| Gould Asset Management LLC | 0.21% | Reduce -3.8% | 7,561 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.08% | Reduce -12.8% | 7,468 | $1.0M |
| Park Place Capital Corp | 0.27% | No change | 7,441 | $999K |
| Virtue Capital Management, LLC | 0.12% | Add +6.6% | 7,417 | $996K |
| Wellspring Financial Advisors, LLC | 0.11% | No change | 7,384 | $992K |
| Flagship Wealth Advisors, LLC | 0.42% | Add +0.1% | 7,375 | $990K |
| Sheets Smith Wealth Management | 0.12% | Add +0.1% | 7,349 | $987K |
| AE Wealth Management LLC | 0.01% | Reduce -19.4% | 7,347 | $987K |
| Bar Harbor Wealth Management | 0.07% | Reduce -1.4% | 7,343 | $986K |
| Security National Bank of So Dak | 0.56% | Reduce -5.2% | 7,330 | $984K |
| Patten & Patten Inc. | 0.07% | No change | 7,282 | $978K |
| Guerra Pan Advisors, LLC | 0.77% | No change | 7,278 | $977K |
| Lakeridge Wealth Management LLC | 0.49% | Add +6.0% | 7,264 | $975K |
| Apollon Financial, LLC | 0.23% | Reduce -5.8% | 7,263 | $975K |
| Eastern Bank | 0.02% | Reduce -4.3% | 7,261 | $975K |
| Aprio Wealth Management, LLC | 0.12% | Add +2.8% | 7,234 | $971K |
| Transform Wealth, LLC | 0.06% | Reduce -4.0% | 7,207 | $968K |
| Next Level Private LLC | 0.36% | Add +0.8% | 7,196 | $966K |
| Capital Asset Advisory Services LLC | 0.05% | Add +2.4% | 7,084 | $955K |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.8% | 7,084 | $951K |
| Fulton Breakefield Broenniman LLC | 0.07% | Reduce -53.8% | 7,078 | $951K |
| Intrust Bank NA | 0.09% | No change | 7,068 | $949K |
| Code Waechter LLC | 0.78% | No change | 7,049 | $947K |
| Argyle Capital Partners, LLC | 0.81% | Add +34.4% | 7,043 | $946K |
| Resonant Capital Advisors, LLC | 0.07% | Add +0.1% | 7,007 | $941K |
| MKT Advisors LLC | 0.43% | Add +0.0% | 7,688 | $927K |
| Country Club Bank | 0.06% | Reduce -11.7% | 6,980 | $927K |
| Koshinski Asset Management, Inc. | 0.08% | Add +2.8% | 6,899 | $926K |
| Helium Advisors LLC | 0.67% | Reduce -1.7% | 6,837 | $918K |
| CVA Family Office, LLC | 0.14% | Reduce -0.6% | 6,807 | $914K |
| Leo Wealth, LLC | 0.13% | Add +0.4% | 6,778 | $910K |
| HRT Financial LP | 0.01% | New | 6,782 | $910K |
| Townsquare Capital LLC | 0.01% | Add +30.2% | 6,733 | $904K |
| Thomasville National Bank | 0.07% | Reduce -3.9% | 6,678 | $897K |
| Strait & Sound Wealth Management LLC | 0.42% | No change | 6,663 | $895K |
| Integrity Alliance, Llc. | 0.04% | Add +238.9% | 6,616 | $888K |
| Retirement Planning Group, LLC | 0.04% | Reduce -2.6% | 6,586 | $884K |
| Waldron Private Wealth LLC | 0.04% | Add +16.4% | 6,564 | $881K |
| Sageworth Trust Co | 0.05% | No change | 6,550 | $880K |
| Roman Butler Fullerton & Co. | 0.34% | Add +2.0% | 6,978 | $878K |
| Jupiter Wealth Management LLC | 0.53% | No change | 6,496 | $870K |
| Fort Point Capital Partners LLC | 0.10% | Add +0.6% | 6,462 | $868K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -2.1% | 6,459 | $867K |
| Indiana Trust & Investment Management Co | 0.31% | No change | 6,449 | $866K |
| Cordgrass Capital Advisors, LLC | 0.25% | Reduce -0.8% | 6,411 | $861K |
| Mascoma Wealth Management LLC | 0.21% | Reduce -41.2% | 6,409 | $861K |
| Sumitomo Mitsui Financial Group, Inc. | 0.02% | Reduce -1.1% | 6,392 | $858K |
| Wealth Dimensions Group, Ltd. | 0.20% | Reduce -0.6% | 6,387 | $858K |
| Aspen Grove Capital, LLC | 0.16% | No change | 6,381 | $857K |
| Able Wealth Management LLC | 0.51% | No change | 6,356 | $854K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -5.0% | 6,322 | $849K |
| Pathway Financial Advisers, LLC | 0.29% | Reduce -0.2% | 6,305 | $847K |
| Claris Financial LLC | 0.55% | No change | 6,397 | $840K |
| Aspiriant, LLC | 0.03% | Add +2.4% | 6,251 | $839K |
| ICONIQ Capital, LLC | 0.01% | Add +0.6% | 6,251 | $839K |
| Optivise Advisory Services LLC | 0.47% | Reduce -17.2% | 6,247 | $839K |
| Modera Wealth Management, LLC | 0.01% | Reduce -23.5% | 6,237 | $838K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.21% | No change | 6,231 | $837K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -61.8% | 6,227 | $836K |
| W Advisors, LLC | 0.52% | No change | 6,207 | $834K |
| Appleton Partners Inc. | 0.06% | No change | 6,184 | $830K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +12.2% | 6,165 | $828K |
| Dupree Financial Group, LLC | 0.36% | Reduce -3.7% | 6,143 | $825K |
| Ledyard National Bank | 0.08% | Reduce -3.7% | 6,130 | $823K |
| Trace Wealth Advisors, LLC | 0.73% | No change | 6,124 | $822K |
| Warner Financial, Inc. | 0.36% | Add +0.2% | 6,121 | $822K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -32.5% | 6,102 | $819K |
| WealthTrust Axiom LLC | 0.25% | No change | 6,095 | $818K |
| Quadrature Capital Ltd | 0.02% | New | 6,087 | $818K |
| Fagan Associates, Inc. | 0.14% | Add +0.1% | 6,082 | $817K |
| Atria Investments, Inc | 0.01% | Reduce -83.5% | 6,039 | $811K |
| DT Investment Partners, LLC | 0.08% | No change | 6,000 | $806K |
| TruWealth Advisors, LLC | 0.05% | Add +0.2% | 5,987 | $804K |
| Regent Peak Wealth Advisors LLC | 0.19% | Reduce -25.9% | 5,936 | $797K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -19.4% | 5,930 | $796K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 5,884 | $790K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.6% | 5,844 | $785K |
| Moors & Cabot, Inc. | 0.04% | Reduce -3.3% | 5,838 | $784K |
| Choate Investment Advisors | 0.02% | Reduce -6.9% | 5,825 | $782K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +5.2% | 5,805 | $780K |
| Texas Yale Capital Corp. | 0.03% | No change | 5,795 | $778K |
| River Wealth Advisors LLC | 0.11% | Reduce -0.9% | 5,734 | $770K |
| Avior Wealth Management, LLC | 0.03% | Reduce -1.4% | 5,723 | $768K |
| M1 Capital Management LLC | 0.48% | Add +0.5% | 5,717 | $768K |
| BIP Wealth, LLC | 0.05% | Reduce -5.8% | 5,677 | $762K |
| Alley Investment Management Company, LLC | 0.09% | Add +1.1% | 5,636 | $757K |
| American National Bank & Trust | 0.08% | No change | 5,601 | $752K |
| Marco Investment Management LLC | 0.07% | Add +0.4% | 5,581 | $749K |
| Johnson Financial Group, Inc. | 0.04% | Add +1.8% | 5,577 | $749K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -1.5% | 5,531 | $743K |
| Quest 10 Wealth Builders, Inc. | 0.79% | Reduce -30.6% | 5,482 | $736K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,448 | $732K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.1% | 5,385 | $723K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -3.6% | 5,378 | $722K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -4.4% | 5,322 | $715K |
| Gotham Asset Management | 0.01% | New | 5,321 | $715K |
| Ameriflex Group, Inc. | 0.29% | Reduce -7.4% | 5,311 | $713K |
| Savvy Advisors, Inc. | 0.07% | Add +64.5% | 5,297 | $711K |
| Flywheel Private Wealth LLC | 0.65% | No change | 5,294 | $711K |
| United Community Bank | 0.26% | Reduce -0.8% | 5,260 | $706K |
| Versant Capital Management, Inc | 0.12% | No change | 5,249 | $705K |
| Leavell Investment Management, Inc. | 0.03% | No change | 5,248 | $705K |
| Old Mission Investment Co LLC | 0.21% | Add +82.5% | 5,245 | $704K |
| Ocean Park Asset Management, LLC | 0.02% | Add +42.9% | 5,200 | $698K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,180 | $696K |
| Northeast Financial Consultants Inc | 0.03% | No change | 5,160 | $693K |
| Rik Saylor Financial, Inc. | 0.61% | Add +0.4% | 5,159 | $693K |
| Trust Co. of Toledo NA | 0.09% | No change | 5,119 | $687K |
| Good Life Advisors, LLC | 0.05% | Reduce -1.4% | 5,115 | $687K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -2.3% | 5,092 | $684K |
| GWN Securities Inc. | 0.04% | Add +126.7% | 5,075 | $681K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +4.1% | 5,058 | $679K |
| TCP Asset Management, LLC | 0.15% | Add +0.1% | 5,057 | $679K |
| Jackson Hole Capital Partners, LLC | 0.13% | No change | 5,044 | $677K |
| KFG Wealth Management, LLC | 0.12% | Reduce -1.2% | 5,042 | $677K |
| Juncture Wealth Strategies, LLC | 0.26% | Reduce -2.1% | 5,041 | $677K |
| Chapin Davis, Inc. | 0.23% | Reduce -17.9% | 5,039 | $677K |
| Cove Private Wealth, LLC | 0.36% | Add +147.8% | 5,030 | $675K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -0.6% | 5,029 | $675K |
| GAMCO Investors | 0.01% | No change | 5,000 | $671K |
| Greenfield Savings Bank | 0.33% | No change | 4,993 | $671K |
| Greenleaf Trust | 0.01% | Reduce -2.5% | 4,984 | $669K |
| New England Private Wealth Advisors LLC | 0.10% | Add +13.7% | 4,961 | $666K |
| Mgo One Seven LLC | 0.03% | New | 4,955 | $665K |
| Evermay Wealth Management LLC | 0.09% | Reduce -1.2% | 4,904 | $659K |
| Warwick Investment Management, Inc. | 0.14% | New | 4,895 | $657K |
| Ignite Planners, LLC | 0.13% | New | 5,112 | $655K |
| CapWealth Advisors, LLC | 0.07% | Reduce -0.5% | 4,858 | $652K |
| North Forty Two & Co. | 0.72% | Add +14.2% | 4,827 | $648K |
| Montecito Bank & Trust | 0.11% | No change | 4,807 | $646K |
| HUB Investment Partners, LLC | 0.03% | Reduce -5.9% | 4,785 | $643K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 4,768 | $640K |
| M. Kulyk & Associates, LLC | 0.15% | Reduce -8.1% | 4,766 | $640K |
| Trivium Point Advisory, LLC | 0.08% | Add +72.5% | 4,763 | $640K |
| Portland Global Advisors LLC | 0.08% | No change | 4,750 | $638K |
| Investors Research Corp | 0.14% | No change | 4,749 | $638K |
| Weatherly Asset Management L. P. | 0.06% | Reduce -2.1% | 4,716 | $633K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.7% | 4,715 | $633K |
| MGB Wealth Management, LLC | 0.23% | Add +7.4% | 4,711 | $633K |
| Fusion Family Wealth, LLC | 0.06% | Add +0.1% | 4,666 | $627K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 4,851 | $625K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -0.1% | 4,648 | $624K |
| Strategies Wealth Advisors, LLC | 0.08% | Add +1.1% | 4,639 | $623K |
| Florida Trust Wealth Management Co | 0.02% | Add +17.9% | 4,610 | $619K |
| WFA Asset Management Corp | 0.32% | Add +1587.2% | 5,011 | $617K |
| Spire Wealth Management | 0.02% | Add +1.2% | 4,596 | $617K |
| Fonville Wealth Management LLC | 0.18% | Add +7.0% | 4,765 | $615K |
| Flputnam Investment Management Co. | 0.01% | New | 4,576 | $615K |
| SouthState Bank Corp | 0.03% | Reduce -19.8% | 4,562 | $613K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.20% | No change | 4,545 | $610K |
| Dearborn Partners LLC | 0.03% | Add +1.2% | 4,536 | $609K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.6% | 4,534 | $609K |
| Wambolt & Associates, LLC | 0.21% | Reduce -5.9% | 4,515 | $606K |
| Catalyst Financial Partners LLC | 0.11% | No change | 4,469 | $600K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -13.6% | 4,456 | $598K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.2% | 4,446 | $597K |
| Heartwood Wealth Advisors LLC | 0.07% | Reduce -2.0% | 4,432 | $595K |
| Summit Financial Strategies, Inc. | 0.06% | No change | 4,392 | $590K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.9% | 4,387 | $589K |
| SkyOak Wealth, LLC | 0.13% | Reduce -3.1% | 4,369 | $587K |
| Mairs & Power Inc. | 0.01% | No change | 4,280 | $575K |
| Nicholson Wealth Management Group, LLC | 0.38% | No change | 4,273 | $574K |
| Fiduciary Group, LLC | 0.06% | No change | 4,264 | $573K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -0.1% | 4,255 | $571K |
| Millennium Management | 0.00% | New | 4,253 | $571K |
| Rockwood Wealth Management, LLC | 0.06% | Add +54.0% | 4,251 | $571K |
| Anb Bank | 0.25% | Reduce -0.3% | 4,236 | $569K |
| Arthur M. Cohen & Associates, LLC | 0.11% | Reduce -7.2% | 4,223 | $567K |
| Atlas Legacy Advisors, LLC | 0.14% | No change | 4,222 | $567K |
| Weaver Consulting Group | 0.17% | Reduce -2.0% | 4,210 | $565K |
| Astoria Portfolio Advisors LLC. | 0.19% | Add +3.8% | 4,454 | $565K |
| TFB Advisors LLC | 0.16% | Add +0.7% | 4,208 | $565K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Reduce -7.7% | 4,203 | $564K |
| Bellevue Asset Management, LLC | 0.31% | Add +16.0% | 4,202 | $564K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -13.0% | 4,197 | $564K |
| Trust Co. of Vermont | 0.03% | Add +34.5% | 4,180 | $561K |
| MainStreet Investment Advisors LLC | 0.08% | New | 4,143 | $556K |
| Mezzasalma Advisors, LLC | 0.19% | Add +0.6% | 4,140 | $556K |
| Hurlow Wealth Management Group, Inc. | 0.17% | Reduce -2.2% | 4,079 | $548K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.6% | 4,065 | $546K |
| Selective Wealth Management, Inc. | 0.24% | Add +0.5% | 4,396 | $545K |
| Peddock Capital Advisors, LLC | 0.14% | Reduce -0.2% | 4,043 | $543K |
| Realta Investment Advisors | 0.25% | Reduce -1.8% | 4,023 | $540K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 4,014 | $539K |
| Alpine Bank Wealth Management | 0.09% | — | 4,000 | $537K |
| LexAurum Advisors, LLC | 0.10% | Add +0.1% | 3,993 | $536K |
| Regatta Capital Group, LLC | 0.10% | Add +0.5% | 3,985 | $535K |
| Pps&v Asset Management Consultants, Inc. | 0.39% | Reduce -6.2% | 3,972 | $533K |
| Nicolet Bankshares Inc. | 0.11% | No change | 3,960 | $532K |
| Samalin Investment Counsel, LLC | 0.22% | Add +2.9% | 3,953 | $531K |
| Breakwater Capital Group | 0.09% | Add +16.3% | 3,948 | $530K |
| Madrona Financial Services, LLC | 0.15% | Add +2.5% | 3,940 | $529K |
| GFS Advisors, LLC | 0.11% | Add +0.5% | 3,937 | $529K |
| BBR Partners, LLC | 0.04% | No change | 3,926 | $527K |
| Clear Harbor Asset Management, LLC | 0.04% | New | 3,844 | $516K |
| Triangle Securities Wealth Management | 0.13% | No change | 3,825 | $514K |
| Camden National Bank | 0.08% | Reduce -12.3% | 3,822 | $513K |
| Neumann Capital Management, LLC | 0.18% | No change | 3,819 | $513K |
| Nikulski Financial, Inc. | 0.15% | Reduce -6.4% | 3,817 | $513K |
| Busey Bank | 0.02% | No change | 3,817 | $513K |
| Hunter Associates Investment Management LLC | 0.08% | Reduce -12.6% | 3,801 | $512K |
| Schnieders Capital Management LLC | 0.11% | No change | 3,808 | $511K |
| Integris Wealth Management, LLC | 0.14% | Add +1.0% | 3,755 | $504K |
| Mayport, LLC | 0.14% | Add +0.1% | 3,719 | $499K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.4% | 3,692 | $496K |
| GeoWealth Management, LLC | 0.02% | Reduce -58.8% | 3,684 | $495K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 3,670 | $493K |
| Sabal Trust CO | 0.03% | Add +21.4% | 3,659 | $491K |
| Baring Financial LLC | 0.41% | Reduce -5.6% | 3,657 | $491K |
| Red Tortoise LLC | 0.25% | Add +0.1% | 3,633 | $488K |
| Bull Street Advisors, LLC | 0.23% | No change | 3,625 | $487K |
| Provident Wealth Management, LLC | 0.17% | Reduce -4.7% | 3,626 | $487K |
| Procyon Advisors, LLC | 0.03% | Add +11.5% | 3,608 | $485K |
| Bangor Savings Bank | 0.05% | Reduce -0.1% | 3,601 | $484K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 3,600 | $483K |
| Rogco, LP | 0.19% | No change | 3,590 | $482K |
| Toronto Dominion Bank | 0.00% | Add +71300.0% | 3,570 | $479K |
| FSA Investment Group, LLC | 0.41% | Add +0.8% | 3,557 | $478K |
| Interchange Capital Partners, LLC | 0.13% | Reduce -1.3% | 3,548 | $476K |
| Total Clarity Wealth Management, Inc. | 0.15% | No change | 3,615 | $475K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -21.0% | 3,516 | $472K |
| Main Management LLC | 0.04% | No change | 3,505 | $471K |
| Hexagon Capital Partners LLC | 0.09% | No change | 3,506 | $471K |
| Navis Wealth Advisors, LLC | 0.46% | Add +0.2% | 3,505 | $471K |
| Bank of New Hampshire | 0.12% | No change | 3,500 | $470K |
| Monterey Private Wealth, Inc. | 0.14% | Reduce -3.6% | 3,498 | $470K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 3,495 | $469K |
| West Paces Advisors Inc. | 0.11% | No change | 3,494 | $469K |
| J. W. Coons Advisors, LLC | 0.12% | No change | 3,492 | $469K |
| TFC Financial Management, Inc. | 0.07% | Add +2464.0% | 3,487 | $468K |
| Summit Financial, LLC | 0.01% | Add +0.6% | 3,466 | $465K |
| Investment Partners, LTD. | 0.19% | Add +0.1% | 3,461 | $465K |
| Vermillion & White Wealth Management Group, LLC | 0.34% | Reduce -12.7% | 3,450 | $463K |
| Carl P. Sherr & Co., LLC | 0.25% | No change | 3,432 | $461K |
| Caprock Group, LLC | 0.01% | No change | 3,425 | $460K |
| Smith Thornton Advisors LLC | 0.29% | Reduce -0.4% | 3,418 | $459K |
| Waypoint Wealth Partners Inc. | 0.13% | Reduce -4.9% | 3,410 | $458K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -20.9% | 3,410 | $458K |
| Barrett & Company, Inc. | 0.20% | Add +0.5% | 3,406 | $457K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -15.9% | 3,400 | $457K |
| Zions Bancorporation, National Association | 0.03% | — | 3,390 | $455K |
| Chancellor Financial Group WB LP | 0.38% | No change | 3,382 | $454K |
| HCR Wealth Advisors | 0.06% | Reduce -4.3% | 3,373 | $453K |
| Optimum Investment Advisors | 0.21% | Reduce -2.5% | 3,371 | $453K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.5% | 3,367 | $452K |
| Lee Danner & Bass Inc. | 0.04% | Reduce -1.9% | 3,345 | $449K |
| Birchcreek Wealth Management, LLC | 0.28% | Reduce -15.2% | 3,344 | $449K |
| Secure Asset Management, LLC | 0.09% | Reduce -11.8% | 3,341 | $449K |
| Grassi Investment Management | 0.04% | Add +0.2% | 3,328 | $447K |
| Sage Capital Management, LLC | 0.24% | Add +0.7% | 3,325 | $447K |
| Peak Planning Group, LLC | 0.19% | Add +0.7% | 3,322 | $446K |
| Hixon Zuercher, LLC | 0.16% | Reduce -5.1% | 3,314 | $445K |
| Alerus Financial NA | 0.04% | No change | 3,304 | $444K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,294 | $442K |
| ABLE Financial Group, LLC | 0.12% | No change | 3,276 | $440K |
| Hoese & Co LLP | 0.38% | No change | 3,275 | $440K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -2.7% | 3,253 | $437K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | No change | 3,251 | $437K |
| Cambridge Advisors Inc. | 0.10% | Reduce -1.2% | 3,250 | $436K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -80.6% | 3,246 | $436K |
| Two Sigma Securities, LLC | 0.07% | New | 3,223 | $433K |
| Welch Group, LLC | 0.02% | Reduce -40.9% | 3,259 | $433K |
| SlateStone Wealth, LLC | 0.04% | Add +0.2% | 3,199 | $430K |
| ProVise Management Group, LLC | 0.04% | No change | 3,193 | $429K |
| Carolinas Wealth Consulting LLC | 0.09% | Add +0.4% | 3,186 | $428K |
| Aspire Capital Advisors LLC | 0.13% | No change | 3,180 | $427K |
| Horizon Investments, LLC | 0.01% | Reduce -4.6% | 3,154 | $424K |
| Pines Wealth Management, LLC | 0.20% | Add +28.0% | 3,572 | $423K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,137 | $421K |
| Northstar Group, Inc. | 0.07% | No change | 3,126 | $420K |
| Vision Capital Management, Inc. | 0.06% | No change | 3,099 | $416K |
| Centricity Wealth Management, LLC | 0.38% | No change | 3,097 | $416K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.1% | 3,081 | $414K |
| Future Financial Wealth Managment LLC | 0.30% | No change | 3,065 | $412K |
| Twele Capital Management, Inc. | 0.09% | Reduce -0.5% | 3,063 | $411K |
| Continuum Wealth Advisors, LLC | 0.21% | No change | 3,058 | $411K |
| Thrive Wealth Management, LLC | 0.08% | Add +0.3% | 3,037 | $408K |
| Clarus Wealth Advisors | 0.22% | New | 3,236 | $407K |
| Maia Wealth LLC | 0.09% | New | 3,219 | $406K |
| Moss Adams Wealth Advisors LLC | 0.04% | No change | 3,013 | $405K |
| 2UniFi Bank | 0.26% | No change | 2,925 | $404K |
| Allie Family Office LLC | 0.22% | No change | 3,000 | $403K |
| TrueWealth Advisors, LLC | 0.13% | No change | 3,000 | $403K |
| StoneX Group Inc. | 0.02% | Add +55.3% | 2,980 | $400K |
| Pension & Wealth Management Advisors, Inc. | 0.15% | Add +0.8% | 2,968 | $399K |
| Essex Bank | 0.10% | Reduce -1.7% | 2,962 | $398K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 2,960 | $397K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,960 | $397K |
| AF Advisors, Inc. | 0.07% | Add +0.2% | 2,903 | $390K |
| Pflug Koory, LLC | 0.22% | Reduce -0.5% | 2,898 | $389K |
| Armor Investment Advisors, LLC | 0.16% | Reduce -1.2% | 2,875 | $386K |
| Fogel Capital Management, Inc. | 0.21% | No change | 2,870 | $385K |
| FC Advisory LLC | 0.13% | Reduce -18.9% | 2,869 | $385K |
| Sandy Spring Bank | 0.02% | Reduce -1.3% | 2,867 | $385K |
| Balanced Wealth Group LLC | 0.19% | Add +0.8% | 2,863 | $385K |
| Sage Capital Advisors,llc | 0.10% | Add +0.8% | 2,861 | $384K |
| Private Wealth Asset Management, LLC | 0.06% | — | 2,852 | $383K |
| Mather Group, Llc. | 0.00% | Add +1.8% | 2,847 | $382K |
| Vantage Investment Partners, LLC | 0.03% | No change | 2,845 | $382K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -0.7% | 2,842 | $382K |
| Compound Planning, Inc. | 0.02% | Reduce -11.6% | 2,835 | $381K |
| Capital Market Strategies LLC | 0.26% | Reduce -1.2% | 2,829 | $380K |
| Obermeyer Wealth Partners | 0.02% | Reduce -0.5% | 2,819 | $379K |
| Merit Financial Group, LLC | 0.01% | Reduce -33.4% | 2,818 | $378K |
| Stiles Financial Services Inc | 0.15% | Reduce -4.7% | 2,818 | $378K |
| Simplicity Wealth,LLC | 0.03% | Reduce -59.2% | 2,817 | $378K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 2,810 | $377K |
| Dixon Fnancial Services, Inc. | 0.20% | No change | 2,805 | $377K |
| PMG Wealth Management, Inc. | 0.40% | No change | 2,802 | $376K |
| PBMares Wealth Management LLC | 0.08% | No change | 2,794 | $375K |
| Certuity, LLC | 0.04% | Reduce -36.6% | 2,793 | $375K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $370K |
| Fairvoy Private Wealth, LLC | 0.10% | No change | 2,734 | $367K |
| Providence Capital Advisors, LLC | 0.08% | Reduce -0.3% | 2,714 | $364K |
| Oakworth Capital, Inc. | 0.03% | No change | 2,713 | $364K |
| Rockland Trust Co. | 0.02% | Add +17.6% | 2,706 | $363K |
| YANKCOM Partnership | 0.20% | Reduce -3.6% | 2,700 | $363K |
| CFM Wealth Partners LLC | 0.06% | No change | 2,693 | $362K |
| Davis R M Inc. | 0.01% | Reduce -6.6% | 2,690 | $361K |
| Northwest Financial Advisors | 0.30% | Add +0.3% | 2,690 | $361K |
| LongView Wealth Management | 0.11% | Add +0.1% | 2,685 | $361K |
| Diversified Trust Co. | 0.01% | No change | 2,682 | $360K |
| Brookstone Capital Management | 0.01% | Add +0.8% | 2,680 | $360K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,671 | $359K |
| Donald L. Hagan, LLC | 0.19% | No change | 2,670 | $359K |
| Gainplan LLC | 0.23% | Reduce -11.3% | 2,667 | $358K |
| Biltmore Family Office, LLC | 0.06% | No change | 2,667 | $358K |
| Fairview Capital Investment Management, LLC | 0.02% | Reduce -23.4% | 2,664 | $358K |
| Orleans Capital Management Corp. | 0.21% | No change | 2,650 | $356K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -36.9% | 2,648 | $356K |
| Capital Advisors Inc. | 0.01% | Add +29.1% | 2,633 | $354K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.2% | 2,632 | $353K |
| Benedict Financial Advisors Inc. | 0.08% | Add +7.5% | 2,620 | $352K |
| Tudor Financial Inc. | 0.21% | No change | 2,618 | $352K |
| Philadelphia Trust Co. | 0.03% | No change | 2,613 | $351K |
| City National Bank of Florida | 0.31% | No change | 2,593 | $348K |
| Palisade Asset Management, LLC | 0.04% | Reduce -16.4% | 2,590 | $348K |
| KPP Advisory Services LLC | 0.07% | Reduce -5.5% | 2,588 | $348K |
| Calton & Associates, Inc. | 0.08% | Add +22.6% | 2,580 | $346K |
| Glassman Wealth Services | 0.06% | No change | 2,569 | $345K |
| BLB&B Advisors, LLC | 0.02% | Add +4.1% | 2,568 | $345K |
| Wedmont Private Capital | 0.02% | No change | 2,772 | $344K |
| Security National Bank of Sioux City Iowa | 0.25% | Reduce -3.8% | 2,555 | $343K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 2,553 | $343K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | No change | 2,548 | $342K |
| Triad Wealth Partners, LLC | 0.11% | New | 2,545 | $342K |
| Commonwealth Financial Services, LLC | 0.07% | No change | 2,536 | $341K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,533 | $340K |
| Calamos Wealth Management LLC | 0.02% | No change | 2,533 | $340K |
| American Investment Services, Inc. | 0.06% | New | 2,528 | $340K |
| Colonial Trust Co / SC | 0.05% | No change | 2,522 | $339K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.14% | Reduce -2.5% | 2,768 | $338K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -7.4% | 2,515 | $338K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.0% | 2,514 | $338K |
| Marquette Asset Management, LLC | 0.06% | No change | 2,508 | $337K |
| Passive Capital Management, LLC. | 0.11% | No change | 2,500 | $336K |
| Mengis Capital Management, Inc. | 0.07% | No change | 2,500 | $336K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -86.8% | 2,486 | $334K |
| Mystic Asset Management, Inc. | 0.09% | Reduce -1.4% | 2,479 | $333K |
| AllSquare Wealth Management LLC | 0.20% | No change | 2,476 | $333K |
| Northwest Bancshares, Inc. | 0.06% | Add +2.4% | 2,475 | $332K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $332K |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | Add +0.1% | 2,468 | $331K |
| RFG Advisory, LLC | 0.01% | Add +0.6% | 2,468 | $331K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +32.4% | 2,464 | $331K |
| Grove Bank & Trust | 0.04% | Add +1293.2% | 2,452 | $329K |
| Ironwood Investment Counsel, LLC | 0.06% | No change | 2,445 | $328K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,438 | $327K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $325K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +9.0% | 2,421 | $325K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 2,403 | $323K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -8.4% | 2,401 | $322K |
| United Bank | 0.04% | No change | 2,399 | $322K |
| Pacific Sun Financial Corp | 0.18% | No change | 2,392 | $321K |
| WoodTrust Financial Corp | 0.04% | No change | 2,368 | $318K |
| Westmount Partners, LLC | 0.10% | Reduce -13.0% | 2,360 | $317K |
| Gilman Hill Asset Management, LLC | 0.06% | Reduce -98.5% | 2,359 | $317K |
| Elyxium Wealth, LLC | 0.14% | Reduce -1.1% | 2,355 | $316K |
| Highview Capital Management LLC | 0.13% | Reduce -24.7% | 2,348 | $315K |
| Grandview Asset Management LLC | 0.12% | Reduce -9.7% | 2,348 | $315K |
| BlueChip Wealth Advisors LLC | 0.15% | No change | 2,342 | $315K |
| Orion Capital Management LLC | 0.13% | No change | 2,330 | $313K |
| Clarus Group, Inc. | 0.12% | No change | 2,329 | $313K |
| Cornerstone Advisory, LLC | 0.04% | Reduce -3.6% | 2,426 | $312K |
| Access Financial Services, Inc. | 0.13% | Add +0.0% | 2,317 | $311K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -16.1% | 2,312 | $310K |
| IRON Financial LLC | 0.17% | Add +0.5% | 2,303 | $309K |
| BridgePort Financial Solutions, LLC | 0.14% | No change | 2,291 | $308K |
| Clientfirst Wealth Management, LLC | 0.35% | No change | 2,285 | $307K |
| CoreFirst Bank & Trust | 0.20% | Reduce -5.5% | 2,279 | $306K |
| Affiance Financial, LLC | 0.07% | No change | 2,275 | $306K |
| One Capital Management, LLC | 0.01% | No change | 2,268 | $305K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.6% | 2,267 | $304K |
| Heritage Wealth Advisors | 0.02% | No change | 2,260 | $303K |
| HWG Holdings LP | 0.13% | No change | 2,250 | $302K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.8% | 2,250 | $302K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.0% | 2,241 | $301K |
| Certified Advisory Corp | 0.03% | No change | 2,240 | $301K |
| GM Advisory Group, LLC | 0.02% | New | 2,232 | $300K |
| Great Lakes Advisors, LLC | 0.00% | New | 2,231 | $300K |
| Founders Financial Alliance, LLC | 0.07% | Add +43.0% | 2,212 | $297K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,209 | $297K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +5.7% | 2,204 | $296K |
| Capital Investment Counsel, LLC | 0.05% | No change | 2,195 | $295K |
| Allred Capital Management, LLC | 0.12% | No change | 2,197 | $294K |
| American Institute for Advanced Investment Management, LLP | 0.22% | No change | 2,181 | $293K |
| Courage Miller Partners, LLC | 0.10% | Reduce -0.1% | 2,174 | $292K |
| Pacific Center for Financial Services | 0.08% | Add +0.6% | 2,162 | $290K |
| Carson Advisory Inc. | 0.20% | Add +27.1% | 2,159 | $290K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -14.8% | 2,156 | $290K |
| Worth Financial Advisory Group, LLC | 0.18% | Add +18.3% | 2,152 | $289K |
| West Coast Financial LLC | 0.03% | Reduce -2.0% | 2,152 | $289K |
| UMB Bank, n.a. | 0.00% | No change | 2,150 | $289K |
| Castle Wealth Management LLC | 0.11% | No change | 2,142 | $288K |
| Hoffman, Alan N Investment Management | 0.15% | No change | 2,134 | $287K |
| FSA Wealth Management LLC | 0.12% | Reduce -10.4% | 2,132 | $286K |
| Augustine Asset Management Inc. | 0.08% | Add +0.8% | 2,132 | $286K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -34.5% | 2,130 | $286K |
| Avion Wealth | 0.07% | No change | 2,176 | $285K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -16.1% | 2,118 | $284K |
| First Western Trust Bank | 0.01% | No change | 2,116 | $284K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.14% | No change | 2,113 | $284K |
| AdvisorNet Financial, Inc | 0.02% | Add +157.3% | 2,105 | $283K |
| Renaissance Technologies | 0.00% | New | 2,100 | $282K |
| Heritage Financial Services, LLC | 0.03% | Add +6.0% | 2,089 | $281K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.4% | 2,090 | $280K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 2,087 | $280K |
| Denver Wealth Management, Inc. | 0.13% | Add +4.3% | 2,086 | $280K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,082 | $280K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 2,079 | $279K |
| GW&K Investment Management, LLC | 0.00% | Reduce -95.7% | 2,057 | $276K |
| First American Bank | 0.02% | No change | 2,050 | $275K |
| CIBC Asset Management Inc | 0.00% | No change | 2,050 | $275K |
| Northeast Investment Management | 0.01% | No change | 2,047 | $275K |
| Staley Capital Advisers Inc. | 0.01% | No change | 2,041 | $274K |
| Lane & Associates LLC | 0.15% | Add +0.1% | 2,040 | $274K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 2,040 | $274K |
| Colonial Trust Advisors | 0.02% | Add +3.8% | 2,039 | $274K |
| Flagship Private Wealth, LLC | 0.13% | Reduce -12.1% | 2,036 | $273K |
| Montag A & Associates Inc. | 0.01% | No change | 2,026 | $272K |
| Bluespring Wealth Management, LLC | 0.03% | Add +0.4% | 2,026 | $272K |
| Sensible Money, LLC | 0.12% | Add +0.8% | 2,022 | $272K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 2,008 | $270K |
| South Plains Financial, Inc. | 0.21% | Reduce -1.5% | 2,008 | $270K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,006 | $269K |
| Gridiron Partners, LLC | 0.17% | No change | 2,000 | $269K |
| Bantamac Capital, LLC | 0.13% | No change | 2,000 | $269K |
| KFA Private Wealth Group, LLC | 0.09% | New | 1,993 | $268K |
| Renasant Bank | 0.18% | No change | 1,985 | $267K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $265K |
| Stillwater Capital Advisors, LLC | 0.04% | No change | 1,971 | $265K |
| Gateway Wealth Partners, LLC | 0.06% | Add +3.2% | 1,971 | $265K |
| Forum Financial Management, LP | 0.00% | No change | 1,966 | $264K |
| LCNB Corp. | 0.10% | No change | 1,965 | $264K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 1,946 | $261K |
| St Germain D J Co. Inc. | 0.01% | Add +4.0% | 1,945 | $261K |
| Cedar Wealth Management, LLC | 0.09% | No change | 1,944 | $261K |
| Altus Wealth Group LLC | 0.12% | Reduce -13.5% | 1,935 | $260K |
| Sterling Financial Planning, Inc. | 0.09% | No change | 1,934 | $260K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -1.8% | 1,932 | $259K |
| RMR Wealth Builders | 0.03% | Reduce -24.9% | 1,925 | $259K |
| Legacy Advisors, LLC | 0.03% | No change | 1,924 | $258K |
| Manuka Financial, LLC | 0.17% | No change | 1,915 | $257K |
| Semus Wealth Partners LLC | 0.18% | Add +0.7% | 1,914 | $257K |
| Olistico Wealth, LLC | 0.16% | Reduce -63.0% | 708 | $256K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 1,900 | $255K |
| Dudley Capital Management, LLC | 0.14% | No change | 1,900 | $255K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -1.3% | 1,900 | $255K |
| CFO4Life Group, LLC | 0.04% | Reduce -5.2% | 1,900 | $255K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -9.6% | 1,890 | $254K |
| Vicus Capital | 0.02% | Add +0.4% | 1,889 | $254K |
| Valley National Advisers Inc. | 0.05% | No change | 1,889 | $253K |
| Southland Equity Partners LLC | 0.06% | Add +0.3% | 1,875 | $252K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +0.8% | 1,871 | $251K |
| Headinvest, LLC | 0.05% | No change | 1,870 | $251K |
| Hills Bank & Trust Co | 0.02% | No change | 1,870 | $251K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -72.6% | 1,870 | $251K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Reduce -81.8% | 1,862 | $250K |
| Summit Investment Advisors, Inc. | 0.22% | Add +0.8% | 1,937 | $249K |
| C2C Wealth Management, LLC | 0.23% | Reduce -13.9% | 1,850 | $248K |
| Advisors Capital Management, LLC | 0.00% | No change | 1,849 | $248K |
| Rothschild Investment LLC | 0.02% | No change | 1,840 | $247K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -2.9% | 1,838 | $247K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -2.5% | 1,836 | $247K |
| American Financial Advisors, LLC | 0.04% | Add +0.1% | 1,836 | $247K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -3.4% | 1,835 | $246K |
| Moneco Advisors, LLC | 0.03% | Reduce -6.3% | 1,814 | $244K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.4% | 1,812 | $243K |
| Simplex Trading, LLC | 0.01% | New | 1,813 | $243K |
| Bremer Bank National Association | 0.04% | New | 1,800 | $242K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -36.7% | 1,792 | $241K |
| Lauterbach Financial Advisors, LLC | 0.15% | No change | 1,790 | $240K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.3% | 1,785 | $240K |
| Signaturefd, LLC | 0.00% | Add +6.3% | 1,780 | $239K |
| 1 North Wealth Services LLC | 0.11% | Reduce -1.8% | 1,779 | $239K |
| Norden Group LLC | 0.03% | No change | 1,773 | $238K |
| Victrix Investment Advisors | 0.12% | New | 2,020 | $238K |
| Zacks Investment Management | 0.00% | Reduce -8.3% | 1,747 | $235K |
| Apella Capital, LLC | 0.01% | Reduce -0.8% | 1,864 | $234K |
| Sterling Investment Advisors LLC | 0.13% | Add +0.3% | 1,745 | $234K |
| AtlasMark Financial, Inc | 0.22% | Reduce -9.6% | 1,743 | $234K |
| Cairn Investment Group, Inc. | 0.13% | No change | 1,742 | $234K |
| Gray Private Wealth, LLC | 0.14% | Reduce -2.2% | 1,729 | $232K |
| Fidelity D & D Bancorp Inc. | 0.15% | Add +5.7% | 1,729 | $232K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -1.1% | 1,727 | $232K |
| Allegheny Financial Group | 0.06% | Add +0.2% | 1,722 | $231K |
| Mitchell McLeod Pugh & Williams Inc. | 0.05% | No change | 1,721 | $231K |
| Anchor Investment Management, LLC | 0.02% | Add +0.2% | 1,720 | $231K |
| Annex Advisory Services, LLC | 0.01% | No change | 1,714 | $230K |
| Motco | 0.02% | Reduce -26.0% | 1,711 | $230K |
| Ring Mountain Capital, LLC | 0.17% | Reduce -0.8% | 1,710 | $230K |
| North Star Asset Management Inc. | 0.01% | No change | 1,710 | $230K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,705 | $229K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.1% | 1,702 | $229K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -0.6% | 1,701 | $228K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -6.2% | 1,698 | $228K |
| Hickory Point Bank & Trust | 0.20% | No change | 1,698 | $228K |
| Piscataqua Savings Bank | 0.20% | Reduce -6.6% | 1,690 | $227K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 1,690 | $227K |
| Northstar Advisory Group, LLC | 0.15% | Reduce -1.9% | 1,687 | $227K |
| Chemistry Wealth Management LLC | 0.05% | No change | 1,685 | $226K |
| Uhlmann Price Securities, LLC | 0.17% | No change | 1,680 | $226K |
| Francis Financial, Inc. | 0.05% | No change | 1,675 | $225K |
| Middleton & Co. Inc. | 0.03% | No change | 1,675 | $225K |
| Sard Wealth Management Group, LLC | 0.15% | Add +0.3% | 1,670 | $224K |
| Insight Inv LLC | 0.15% | No change | 1,662 | $223K |
| Capital City Trust Co. | 0.06% | Reduce -25.6% | 1,652 | $222K |
| RiverGlades Family Offices LLC | 0.16% | No change | 1,650 | $222K |
| Pasadena Private Wealth, LLC | 0.04% | Add +0.3% | 1,650 | $222K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 1,647 | $221K |
| Forte Capital LLC | 0.03% | Reduce -9.6% | 1,645 | $221K |
| Capasso Planning Partners LLC | 0.09% | Add +0.8% | 1,643 | $221K |
| Morton Capital Management LLC | 0.04% | No change | 1,638 | $220K |
| Phillips Financial Management, LLC | 0.02% | No change | 1,633 | $219K |
| First Merchants Corp. | 0.01% | No change | 1,632 | $219K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -3.0% | 1,628 | $219K |
| Unified Investment Management | 0.26% | Reduce -6.2% | 1,627 | $218K |
| Purkiss Capital Advisors LLC | 0.16% | New | 1,618 | $217K |
| Garden State Investment Advisory Services LLC | 0.07% | New | 1,610 | $217K |
| Paulson Wealth Management Inc. | 0.06% | Reduce -52.0% | 1,611 | $216K |
| Howard Wealth Management, LLC | 0.12% | Add +0.1% | 1,605 | $216K |
| Wealth Advisory Solutions, LLC | 0.06% | Reduce -1.5% | 1,604 | $215K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -44.9% | 1,602 | $215K |
| OneAscent Family Office, LLC | 0.20% | No change | 1,600 | $215K |
| Firestone Capital Management | 0.06% | No change | 1,601 | $215K |
| Arq Wealth Advisors, LLC | 0.08% | No change | 1,600 | $215K |
| Carderock Capital Management Inc. | 0.06% | Reduce -9.4% | 1,600 | $215K |
| Wilkins Investment Counsel Inc. | 0.03% | Reduce -1.5% | 1,600 | $215K |
| Citadel Advisors | 0.00% | Reduce -83.6% | 1,598 | $215K |
| Duncan Williams Asset Management, LLC | 0.08% | Add +0.4% | 1,597 | $215K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,592 | $214K |
| Adapt Wealth Advisors, LLC | 0.10% | No change | 1,590 | $214K |
| Fisher Asset Management | 0.00% | New | 1,587 | $213K |
| AJ Advisors, LLC | 0.11% | New | 1,583 | $213K |
| TABR Capital Management, LLC | 0.22% | Add +0.8% | 1,580 | $212K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -60.1% | 2,128 | $212K |
| Dunhill Financial, LLC | 0.10% | Reduce -33.3% | 1,577 | $212K |
| Wick Capital Partners, LLC | 0.06% | New | 1,574 | $211K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,567 | $210K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -11.1% | 1,567 | $210K |
| Latitude Advisors, LLC | 0.12% | Reduce -8.7% | 1,559 | $209K |
| Potentia Wealth | 0.10% | Add +0.1% | 1,559 | $209K |
| Breakwater Investment Management | 0.09% | No change | 1,558 | $209K |
| Seneca Financial Advisors LLC | 0.10% | Add +0.5% | 1,555 | $209K |
| Cullen Capital Management, LLC | 0.00% | Reduce -94.1% | 1,550 | $208K |
| Visionary Wealth Advisors | 0.01% | New | 1,548 | $208K |
| HC Advisors, LLC | 0.16% | Add +0.1% | 1,548 | $208K |
| Rise Advisors, LLC | 0.09% | Reduce -3.7% | 1,538 | $207K |
| MRWM Advisors, LLC | 0.14% | No change | 1,537 | $206K |
| NBT Bank, N.A. | 0.01% | No change | 1,533 | $206K |
| KOM Wealth Management Group, LLC | 0.18% | Reduce -0.8% | 1,531 | $206K |
| TigerOak Management, L.L.C. | 0.08% | No change | 1,531 | $206K |
| Fiduciary Alliance LLC | 0.02% | New | 1,528 | $205K |
| Houlihan Financial Resource Group, Ltd. | 0.09% | No change | 1,524 | $205K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 1,520 | $204K |
| Equitable Trust Co. | 0.01% | New | 1,520 | $204K |
| LVM Capital Management Ltd. | 0.02% | New | 1,516 | $204K |
| Dentgroup LLC | 0.15% | New | 1,519 | $204K |
| Iron Gate Global Advisors LLC | 0.03% | New | 1,511 | $203K |
| Highline Wealth Partners LLC | 0.07% | No change | 1,507 | $202K |
| Nilsine Partners, LLC | 0.02% | New | 1,506 | $202K |
| GAMMA Investing LLC | 0.02% | Add +549.1% | 1,506 | $202K |
| Ullmann Wealth Partners Group, LLC | 0.03% | New | 1,505 | $202K |
| Saxon Interests, Inc. | 0.09% | New | 1,504 | $202K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,651 | $202K |
| LifeWealth Investments, LLC | 0.10% | New | 1,500 | $201K |
| Triumph Capital Management | 0.07% | New | 1,500 | $201K |
| Topsail Wealth Management, LLC | 0.04% | No change | 1,500 | $201K |
| Asio Capital, LLC | 0.04% | New | 1,500 | $201K |
| Summit Asset Management, LLC | 0.03% | New | 1,500 | $201K |
| Founders Grove Wealth Partners, LLC | 0.06% | Reduce -9.7% | 1,497 | $201K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 1,490 | $200K |
| Post Resch Tallon Group Inc. | 0.21% | New | 1,500 | $200K |
| Nvwm, LLC | 0.05% | Add +1.9% | 1,438 | $193K |
| Runnymede Capital Advisors, Inc. | 0.18% | Reduce -1.4% | 1,425 | $191K |
| Sterling Capital Management LLC | 0.00% | Reduce -97.8% | 1,421 | $191K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 1,400 | $188K |
| BankPlus Trust Department | 0.06% | No change | 1,388 | $186K |
| Costello Asset Management, INC | 0.07% | New | 1,377 | $185K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -12.4% | 1,349 | $181K |
| Ancora Advisors LLC | 0.00% | No change | 1,332 | $179K |
| Creekmur Asset Management LLC | 0.04% | Add +123.2% | 1,328 | $178K |
| Larson Financial Group LLC | 0.01% | Add +1.1% | 1,326 | $178K |
| Concord Wealth Partners | 0.03% | Add +0.8% | 1,300 | $175K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,281 | $172K |
| Missouri Trust & Investment Co | 0.06% | Add +13.8% | 1,280 | $172K |
| North Capital, Inc. | 0.16% | — | 1,263 | $170K |
| LRI Investments, LLC | 0.02% | No change | 1,255 | $169K |
| Old Second National Bank of Aurora | 0.04% | Reduce -3.9% | 1,250 | $168K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $165K |
| First Financial Corp. | 0.08% | No change | 1,211 | $163K |
| Riverview Trust Co | 0.16% | No change | 1,196 | $161K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 1,196 | $161K |
| Westend Capital Management, LLC | 0.06% | No change | 1,180 | $158K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -18.2% | 1,152 | $155K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,145 | $154K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,127 | $151K |
| CNB Bank | 0.07% | No change | 1,102 | $148K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $147K |
| Matrix Private Capital Group LLC | 0.09% | No change | 1,093 | $147K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 1,109 | $146K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,066 | $143K |
| Blue Trust, Inc. | 0.00% | Add +2.5% | 1,061 | $142K |
| Crews Bank & Trust | 0.02% | No change | 1,038 | $139K |
| Lowe Wealth Advisors, LLC | 0.06% | Add +52.5% | 1,017 | $137K |
| FWL Investment Management, LLC | 0.05% | No change | 1,015 | $136K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.8% | 990 | $133K |
| Crewe Advisors LLC | 0.02% | Reduce -18.0% | 929 | $125K |
| Grand Wealth Management, LLC | 0.07% | No change | 899 | $121K |
| WealthShield Partners, LLC | 0.02% | Add +8.8% | 894 | $120K |
| Crowley Wealth Management, Inc. | 0.11% | No change | 882 | $118K |
| Peoples Financial Services Corp. | 0.06% | Add +26.0% | 877 | $118K |
| Global Financial Private Client, LLC | 0.04% | No change | 868 | $117K |
| Gen-Wealth Partners Inc | 0.05% | No change | 823 | $111K |
| Financial Life Planners | 0.11% | Add +84.2% | 818 | $110K |
| Quadrant Capital Group LLC | 0.00% | No change | 815 | $109K |
| Country Trust Bank | 0.00% | No change | 802 | $108K |
| Davis Capital Management | 0.08% | Add +3.0% | 790 | $106K |
| Key Financial Inc | 0.02% | No change | 764 | $103K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 756 | $102K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.8% | 741 | $100K |
| Financial Network Wealth Advisors LLC | 0.12% | No change | 708 | $95K |
| MCF Advisors LLC | 0.01% | No change | 701 | $94K |
| Finley Financial, LLC | 0.05% | No change | 730 | $94K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 700 | $94K |
| Pittenger & Anderson Inc. | 0.00% | No change | 683 | $92K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Reduce -0.1% | 660 | $89K |
| West Oak Capital, LLC | 0.05% | No change | 650 | $87K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 642 | $86K |
| Accordant Advisory Group Inc | 0.08% | No change | 633 | $85K |
| High Note Wealth, LLC | 0.02% | No change | 579 | $78K |
| Friedenthal Financial | 0.05% | Add +2.0% | 572 | $77K |
| Garde Capital, Inc. | 0.00% | New | 570 | $77K |
| Schroder Investment Management Group | 0.00% | No change | 570 | $77K |
| Clearstead Trust, LLC | 0.02% | No change | 560 | $75K |
| Wealth Advisors of Tampa Bay, LLC | 0.03% | New | 545 | $73K |
| Wayfinding Financial, LLC | 0.03% | New | 549 | $73K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $73K |
| Nalls Sherbakoff Group, LLC | 0.06% | — | 537 | $72K |
| City State Bank | 0.02% | No change | 530 | $71K |
| Synergy Investment Management, LLC | 0.03% | Reduce -51.7% | 524 | $70K |
| Morgan Dempsey Capital Management LLC | 0.03% | Reduce -97.5% | 521 | $70K |
| Millstone Evans Group, LLC | 0.05% | Add +89.4% | 517 | $69K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 516 | $68K |
| VSM Wealth Advisory, LLC | 0.02% | Add +0.6% | 502 | $67K |
| Byrne Asset Management LLC | 0.06% | New | 500 | $67K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 500 | $67K |
| Richardson Financial Services Inc. | 0.05% | No change | 494 | $66K |
| Main Street Group, LTD | 0.03% | Add +45.0% | 493 | $66K |
| Financial Connections Group, Inc. | 0.03% | No change | 497 | $66K |
| Fortitude Family Office, LLC | 0.02% | No change | 490 | $66K |
| ORG Partners LLC | 0.02% | No change | 488 | $65K |
| MilWealth Group LLC | 0.02% | No change | 487 | $65K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 482 | $65K |
| N.E.W. Advisory Services LLC | 0.00% | New | 480 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -26.1% | 479 | $64K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | No change | 468 | $63K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.7% | 467 | $62K |
| Adirondack Trust Co. | 0.02% | No change | 450 | $60K |
| MTM Investment Management, LLC | 0.02% | No change | 450 | $60K |
| Rossby Financial, LCC | 0.03% | New | 472 | $60K |
| First PREMIER Bank | 0.02% | No change | 447 | $60K |
| Windsor Advisory Group, LLC | 0.07% | No change | 422 | $57K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 420 | $56K |
| Compass Wealth Management LLC | 0.01% | No change | 416 | $56K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +113.4% | 414 | $56K |
| EPG Wealth Management LLC | 0.02% | Reduce -41.5% | 413 | $55K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 407 | $55K |
| GKV Capital Management Co., Inc. | 0.03% | Reduce -20.0% | 400 | $54K |
| IAG Wealth Partners, LLC | 0.01% | New | 400 | $54K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -8.3% | 398 | $53K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 396 | $53K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $53K |
| CX Institutional | 0.00% | Reduce -98.7% | 398 | $53K |
| Morse Asset Management, Inc | 0.01% | Reduce -16.9% | 389 | $52K |
| Salomon & Ludwin, LLC | 0.01% | No change | 383 | $51K |
| Roxbury Financial LLC | 0.05% | Add +39.5% | 367 | $51K |
| Fairman Group, LLC | 0.05% | Add +0.3% | 376 | $49K |
| Hopwood Financial Services, Inc. | 0.04% | No change | 366 | $49K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +2.5% | 365 | $49K |
| Hemington Wealth Management | 0.01% | No change | 371 | $49K |
| Horizons Wealth Management | 0.04% | No change | 360 | $48K |
| Marshall Investment Management, LLC | 0.03% | Add +2.0% | 355 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +13.1% | 355 | $48K |
| Legacy Bridge, LLC | 0.03% | No change | 350 | $47K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 348 | $47K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +12.5% | 342 | $46K |
| Weaver Capital Management LLC | 0.01% | No change | 325 | $44K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -92.5% | 323 | $43K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 313 | $42K |
| MPWM Advisory Solutions, LLC | 0.03% | Add +0.7% | 306 | $41K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 311 | $41K |
| Winthrop Capital Management, LLC | 0.01% | No change | 304 | $41K |
| NFSG Corp | 0.01% | Reduce -22.4% | 305 | $41K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 300 | $40K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $40K |
| First Pacific Financial | 0.01% | New | 300 | $40K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 300 | $40K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $39K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 280 | $38K |
| Financial Freedom, LLC | 0.02% | No change | 279 | $37K |
| Cypress Capital Management LLC (WY) | 0.04% | New | 261 | $35K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -0.4% | 254 | $34K |
| Creative Capital Management Investments LLC | 0.01% | No change | 252 | $34K |
| Koesten, Hirschmann & Crabtree, INC. | 0.02% | Add +0.4% | 251 | $34K |
| IMA Advisory Services, Inc. | 0.00% | New | 250 | $34K |
| CGC Financial Services, LLC | 0.01% | No change | 238 | $32K |
| Beacon Capital Management, LLC | 0.00% | Reduce -4.4% | 238 | $32K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $32K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 221 | $30K |
| Trust Co | 0.00% | No change | 220 | $30K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 203 | $28K |
| S&T Bank | 0.01% | No change | 203 | $27K |
| Rice Partnership, LLC | 0.01% | No change | 200 | $27K |
| Addison Advisors LLC | 0.01% | Add +19.7% | 182 | $24K |
| Advisors Asset Management, Inc. | 0.00% | Add +52.1% | 178 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 176 | $24K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -66.7% | 170 | $23K |
| Park Square Financial Group, LLC | 0.02% | No change | 160 | $21K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 150 | $20K |
| Catherine Avery Investment Management LLC | 0.02% | No change | 149 | $20K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +0.7% | 148 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $19K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $19K |
| Family Manage LLC | 0.00% | No change | 131 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 128 | $17K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 127 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 123 | $17K |
| ZynergyRetirementPlanningLLC | 0.01% | No change | 121 | $16K |
| Financial Perspectives, Inc | 0.01% | No change | 115 | $15K |
| Tsfg, LLC | 0.00% | No change | 110 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 110 | $15K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 112 | $14K |
| Tucker Asset Management LLC | 0.00% | No change | 102 | $14K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $13K |
| Howe & Rusling Inc. | 0.00% | New | 100 | $13K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -33.3% | 100 | $13K |
| Delta Asset Management LLC | 0.00% | Add +30.7% | 98 | $13K |
| Hughes Financial Services, LLC | 0.00% | New | 97 | $13K |
| JNBA Financial Advisors | 0.00% | Reduce -55.4% | 91 | $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. | 0.00% | No change | 81 | $11K |
| Bellwether Advisors, LLC | 0.00% | No change | 77 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 75 | $10K |
| Robbins Farley | 0.01% | No change | 75 | $10K |
| Inlight Wealth Management, LLC | 0.01% | New | 73 | $10K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 73 | $10K |
| Stonebridge Financial Group, LLC | 0.00% | Add +121.4% | 62 | $8K |
| Center for Financial Planning, Inc. | 0.00% | No change | 61 | $8K |
| Chilton Capital Management LLC | 0.00% | Reduce -50.0% | 60 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +1.9% | 55 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 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% | Add +2.9% | 36 | $5K |
| Cheviot Value Management, LLC | 0.00% | New | 27 | $3K |
| Compass Planning Associates Inc | 0.00% | No change | 25 | $3K |
| Bfsg, LLC | 0.00% | No change | 25 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| New Millennium Group LLC | 0.00% | No change | 16 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 17 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 15 | $2K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 10 | $1K |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $787 |
| Rakuten Securities, Inc. | 0.00% | Add +150.0% | 5 | $671 |
| West Branch Capital LLC | 0.00% | No change | 4 | $538 |
| Transce3nd, LLC | 0.00% | No change | 2 | $269 |
| 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.