iShares Select Dividend ETFDVYETF

13F holders, Q2 2025 (June 30)
1,299holders −17
63new positions
70sold out
6famous investors
$132.91avg. 13F price*

At the end of Q2 2025, 1,299 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 17 from Q1 2025. 63 opened new positions and 70 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($836.3M) and Wells Fargo & Company ($499.7M). 6 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions63$32.3M
Exits70$66.3M

All 13F filers, Q1 2025 → Q2 2025: 2,248,437 shares bought and 2,861,853 shares sold, net −613,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,299 holders

Bank of America Corp. 0.08% Reduce -4.5% 7,840,459 $1.0B
Morgan Stanley 0.05% Reduce -1.3% 6,297,236 $836.3M
Wells Fargo & Company 0.11% Add +2.9% 3,762,283 $499.7M
PNC Financial Services Group, Inc. 0.32% Reduce -1.3% 3,750,902 $498.2M
Northern Trust Corp. 0.06% Reduce -0.2% 3,086,874 $410.0M
Royal Bank of Canada 0.08% Add +34.5% 3,060,605 $406.5M
Bank of New York Mellon Corp 0.05% Reduce -0.6% 1,827,204 $242.7M
LPL Financial LLC 0.08% Add +5.2% 1,697,751 $225.5M
Envestnet Asset Management Inc. 0.06% Add +3.7% 1,612,404 $214.1M
JPMorgan Chase & Co. 0.01% Add +3.5% 1,524,690 $202.5M
Truist Financial Corp. 0.23% Add +1.4% 1,165,722 $154.8M
US Bancorp \de 0.19% Add +1.3% 1,137,906 $151.1M
Raymond James Financial Inc. 0.05% Reduce -12.0% 1,069,697 $142.1M
UBS Group AG 0.03% Reduce -6.3% 1,050,167 $139.5M
Howard Capital Management, LLC 2.01% Add +2.7% 1,011,427 $134.3M
Bank of Montreal 0.05% Reduce -2.6% 753,003 $100.0M
Northside Capital Management, LLC 6.92% Reduce -0.2% 683,508 $90.8M
Goldman Sachs Group Inc. 0.01% Reduce -2.7% 659,795 $87.6M
Commonwealth Equity Services, LLC 0.11% Reduce -2.9% 645,214 $85.7M
Rockefeller Capital Management L.P. 0.14% Reduce -2.6% 459,678 $63.5M
Ameriprise Financial Inc. 0.01% Reduce -7.2% 450,795 $60.0M
Comerica Bank 0.23% Reduce -2.1% 440,550 $58.5M
Focus Partners Wealth 0.12% Add +4.7% 420,348 $55.8M
Mariner, LLC 0.08% Add +3.8% 392,838 $52.2M
Cetera Investment Advisers 0.09% Add +0.7% 388,313 $51.6M
Osaic Holdings, Inc. 0.08% Add +16.3% 352,044 $46.8M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.5% 344,919 $45.8M
HighTower Advisors, LLC 0.05% Add +4.9% 313,543 $41.6M
Creative Planning 0.03% Add +3.1% 302,848 $40.2M
AMG National Trust Bank 1.05% Add +0.4% 299,320 $39.8M
Cibc World Market Inc. 0.08% Reduce -0.3% 289,012 $38.4M
Commerce Bank 0.22% Reduce -1.0% 284,971 $37.8M
Stifel Financial Corp. 0.04% Reduce -6.2% 281,775 $37.4M
Fifth Third Bancorp 0.12% Reduce -2.1% 267,631 $35.5M
Moment Partners, LLC 6.30% Reduce -2.9% 252,936 $33.6M
Glenmede Investment Management, LP 0.16% — 243,760 $32.4M
M&T Bank Corp 0.11% Reduce -0.7% 232,769 $30.9M
LBMC Investment Advisors, LLC 2.19% Add +0.2% 231,517 $30.7M
Assetmark, Inc. 0.07% Reduce -0.4% 223,334 $29.7M
Baird Financial Group, Inc. 0.05% Reduce -1.6% 216,820 $28.8M
Wealth Enhancement Advisory Services, LLC 0.05% Add +4.5% 209,165 $28.6M
Janney Montgomery Scott LLC 0.07% Reduce -1.6% 211,111 $28.0M
Synovus Financial Corp. 0.33% Add +0.3% 204,864 $27.2M
Ellis Investment Partners, LLC 5.12% Reduce -1.9% 198,306 $26.3M
St. Clair Advisors, LLC 6.80% Reduce -4.1% 195,756 $26.0M
Private Advisor Group, LLC 0.14% Reduce -1.9% 193,653 $25.7M
Mercer Global Advisors Inc. 0.05% Add +0.9% 175,376 $23.3M
Arcus Capital Partners, LLC 9.99% Add +6.8% 173,966 $23.1M
Yukon Wealth Management, Inc. 8.19% Add +8.2% 172,307 $22.9M
First National Bank & Trust Co. of Newtown 4.58% Reduce -0.1% 172,093 $22.9M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -0.8% 156,768 $20.8M
Franklin Resources Inc. 0.01% Add +4.9% 156,352 $20.8M
FMR LLC 0.00% Add +0.1% 151,814 $20.2M
Valmark Advisers, Inc. 0.28% Reduce -5.3% 150,600 $20.0M
Fifth Third Wealth Advisors LLC 0.81% Add +0.2% 145,736 $19.4M
CW Advisors, LLC 0.19% Reduce -0.3% 143,998 $19.1M
Blair William & Co. 0.05% Reduce -11.9% 138,387 $18.4M
&partners 0.14% Add +10.2% 133,408 $17.7M
Cerity Partners LLC 0.03% Reduce -3.6% 132,440 $17.6M
HB Wealth Management, LLC 0.14% Add +129.7% 129,405 $17.2M
Kestra Advisory Services, LLC 0.08% Add +18.9% 127,928 $17.0M
Trustmark Bank Trust Department 1.16% Add +4.6% 126,039 $16.7M
Capital Investment Advisors, LLC 0.29% Reduce -1.7% 122,113 $16.2M
GW Henssler & Associates Ltd. 0.86% Add +4.0% 121,224 $16.1M
National Bank of Canada 0.02% Reduce -41.6% 118,558 $15.7M
Advisory Services Network, LLC 0.25% Add +57.8% 115,154 $15.6M
Charles Schwab Investment Management Inc. 0.00% Add +18.3% 116,318 $15.4M
Cullen/Frost Bankers, Inc. 0.19% Reduce -0.9% 113,159 $15.0M
Schwarz Dygos Wheeler Investment Advisors LLC 3.37% Add +2.8% 111,320 $14.8M
Avantax Advisory Services, Inc. 0.08% Add +6.0% 110,866 $14.7M
IFG Advisors, LLC 2.47% Reduce -3.3% 110,640 $14.7M
AlTi Global, Inc. 0.37% Reduce -4.8% 106,851 $14.7M
NTV Asset Management LLC 1.73% Reduce -1.9% 108,866 $14.5M
Lido Advisors, LLC 0.08% Add +21.9% 107,247 $14.2M
Round Rock Advisors LLC 2.40% Add +1.8% 104,661 $13.9M
Equitable Holdings, Inc. 0.11% Add +6.5% 103,340 $13.7M
Kwmg, LLC 1.25% Add +1.6% 100,616 $13.4M
Pinnacle Financial Partners Inc 0.28% Add +1.0% 99,468 $13.2M
Powell Investment Advisors, LLC 4.74% Add +1.3% 95,033 $12.6M
Beacon Pointe Advisors, LLC 0.13% Reduce -0.8% 94,912 $12.6M
Steward Partners Investment Advisory, LLC 0.09% Add +2.5% 90,719 $12.0M
Captrust Financial Advisors 0.03% Add +0.4% 90,409 $12.0M
Corient Private Wealth LP 0.02% Reduce -54.4% 89,618 $11.9M
Moneta Group Investment Advisors LLC 0.14% Add +0.5% 87,896 $11.7M
Cresset Asset Management, LLC 0.06% Reduce -0.7% 86,672 $11.5M
MML Investors Services, LLC 0.03% Add +157.2% 86,631 $11.5M
JGP Wealth Management, LLC 1.39% Add +2.5% 86,312 $11.5M
MAI Capital Management 0.08% Reduce -2.0% 83,507 $11.1M
North Star Investment Management Corp. 0.73% Reduce -2.0% 78,272 $10.4M
NewEdge Advisors, LLC 0.05% Add +0.4% 77,878 $10.3M
Greenberg Financial Group 3.77% Reduce -0.7% 64,327 $10.1M
Florin Court Capital LLP 10.01% Reduce -40.2% 73,700 $9.8M
Allen Investment Management, LLC 0.11% No change 72,973 $9.7M
Sterling Investment Advisors, Ltd. 2.07% Add +2.6% 71,166 $9.5M
DAVENPORT & Co LLC 0.05% Add +10.1% 70,966 $9.4M
SOA Wealth Advisors, LLC. 1.69% Reduce -5.3% 69,692 $9.3M
Linscomb Wealth, Inc. 0.42% Reduce -4.1% 68,011 $9.0M
Old National Bancorp 0.16% Reduce -9.7% 67,798 $9.0M
White Lighthouse Investment Management Inc. 1.45% Add +4.6% 66,928 $8.9M
Dumont & Blake Investment Advisors LLC 2.28% Reduce -0.1% 65,835 $8.7M
Asset Advisors Investment Management, LLC 0.85% Reduce -0.7% 64,918 $8.6M
Integrated Wealth Concepts LLC 0.09% Reduce -2.7% 64,724 $8.6M
Mutual Advisors, LLC 0.21% Add +3.1% 62,114 $8.6M
Pinnacle Financial Group, LLC / IL 2.86% Reduce -0.2% 64,226 $8.5M
Pathstone Holdings, LLC 0.03% Reduce -6.4% 62,964 $8.4M
Bokf, NA 0.13% Reduce -3.6% 62,250 $8.3M
Beaumont Financial Advisors, LLC 0.59% Reduce -1.5% 61,821 $8.2M
TD Private Client Wealth LLC 0.20% Add +15.1% 60,165 $8.0M
Verus Financial Partners, Inc. 0.81% Add +0.2% 58,321 $7.9M
Raab & Moskowitz Asset Management LLC 1.89% Add +7.0% 59,587 $7.9M
First United Bank & Trust 2.76% Reduce -2.5% 59,519 $7.9M
Miller Howard Investments Inc. 0.25% Reduce -83.1% 59,492 $7.9M
CIBC Private Wealth Group LLC 0.01% Reduce -3.8% 58,172 $7.7M
Wealth Management Associates, Inc. 2.98% Add +3.2% 57,651 $7.7M
Gunma Bank,Ltd. 2.47% Add +6.5% 57,075 $7.6M
Kingswood Wealth Advisors, LLC 0.60% Add +92.0% 56,816 $7.5M
Lee Financial Co 1.08% Reduce -1.9% 56,586 $7.5M
Amarillo National Bank 1.36% Reduce -1.3% 54,984 $7.3M
Edgewood Management LLC 0.02% Reduce -4.0% 54,881 $7.3M
KCM Investment Advisors LLC 0.24% Add +0.0% 52,812 $7.0M
Cwm, LLC 0.02% Add +9.0% 51,959 $6.9M
Smithfield Trust Co 0.32% Reduce -1.5% 51,839 $6.9M
Citizens Financial Group Inc. 0.11% Reduce -17.3% 51,199 $6.8M
Wedbush Securities Inc. 0.24% Reduce -1.7% 50,874 $6.8M
Carret Asset Management, LLC 0.70% Add +1.5% 49,157 $6.5M
Glenview Trust Co 0.11% Reduce -0.5% 48,853 $6.5M
Sanctuary Advisors, LLC 0.04% Add +9.0% 48,587 $6.5M
Sequoia Financial Advisors, LLC 0.04% Reduce -21.3% 48,410 $6.4M
Prime Capital Investment Advisors, LLC 0.08% Reduce -33.6% 47,872 $6.4M
Highland Capital Management, LLC 0.34% Reduce -1.5% 47,600 $6.3M
Debussy Capital Management LP 0.92% Add +47.4% 46,311 $6.2M
Rathbones Group PLC 0.03% Add +11.2% 45,999 $6.1M
GoalVest Advisory LLC 1.50% Add +10.3% 45,508 $6.0M
New England Asset Management Inc. 0.95% No change 44,150 $5.9M
IFP Advisors, Inc 0.17% Add +1.6% 44,103 $5.9M
Oppenheimer & Co. Inc. 0.08% Add +8.7% 43,846 $5.8M
Brown Advisory Inc. 0.01% Add +1.8% 43,429 $5.8M
Capula Management Ltd 0.07% New 43,303 $5.8M
J.W. Cole Advisors, Inc. 0.12% Add +27.6% 43,291 $5.7M
Principle Wealth Partners LLC 0.36% Add +12.2% 43,065 $5.7M
IFG Advisory, LLC 0.29% Add +15.2% 42,919 $5.7M
Cornerstone Advisors Asset Management, LLC 1.10% No change 42,864 $5.7M
SPC Financial, Inc. 0.47% Reduce -2.0% 41,939 $5.6M
Burke & Herbert Bank & Trust Co. 1.24% Add +0.7% 41,828 $5.6M
Sig Brokerage, LP 1.50% Reduce -8.4% 41,063 $5.5M
Jackson, Grant Investment Advisers, Inc. 2.00% Add +1.2% 40,926 $5.4M
FOCUS Wealth Advisors, LLC 2.78% Add +0.9% 40,272 $5.3M
Mechanics Bank Trust Department 0.76% Reduce -8.8% 39,939 $5.3M
Stelac Advisory Services LLC 1.98% Reduce -23.1% 39,311 $5.2M
Callan Family Office, LLC 0.16% Add +13.0% 39,179 $5.2M
Wealthspire Advisors, LLC 0.03% Reduce -73.5% 39,140 $5.2M
Eagle Bay Advisors LLC 4.25% No change 38,710 $5.1M
Keybank National Association 0.02% Add +7.6% 38,114 $5.1M
LMG Wealth Partners, LLC 1.02% Reduce -1.0% 37,328 $5.0M
Mendel Capital Management LLC 2.81% Reduce -3.8% 37,114 $4.9M
Landaas & Co. /Wi 1.17% Reduce -3.0% 36,895 $4.9M
NorthCoast Asset Management LLC 0.02% Reduce -48.7% 36,744 $4.9M
Clearstead Advisors, LLC 0.07% Add +4.0% 36,653 $4.9M
Ironwood Financial, llc 1.03% No change 35,711 $4.8M
Omega Financial Group, LLC 1.72% Reduce -21.7% 35,944 $4.8M
Integrated Advisors Network LLC 0.21% Reduce -1.1% 35,371 $4.7M
Bank of Hawaii 0.25% Reduce -23.4% 35,227 $4.7M
Wealth Quarterback LLC 2.20% Add +4.5% 34,938 $4.6M
Keebeck Wealth Management 0.61% No change 34,906 $4.6M
Tradition Wealth Management, LLC 0.37% Reduce -1.2% 34,851 $4.6M
Cornerstone Management, Inc. 0.80% Reduce -0.8% 34,753 $4.6M
Balentine LLC 0.18% Add +4.8% 34,672 $4.6M
United Capital Financial Advisors, LLC 0.04% Reduce -6.4% 34,147 $4.5M
Scotia Capital Inc. 0.02% Add +2.4% 34,070 $4.5M
Bessemer Group Inc. 0.01% Add +162.0% 33,797 $4.5M
MV Capital Management, Inc. 0.46% Reduce -1.2% 33,360 $4.4M
Albion Financial Group 0.29% Reduce -0.0% 32,985 $4.4M
First American Trust, FSB 0.35% Add +2.3% 32,713 $4.3M
Klingman & Associates, LLC 0.24% Add +0.0% 32,681 $4.3M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -11.7% 32,523 $4.3M
Murphy, Middleton, Hinkle & Parker, Inc. 2.42% No change 32,178 $4.3M
Pinnacle Associates Ltd. 0.06% Add +2.9% 32,218 $4.3M
Townsend Asset Management Corp. /NC/ 1.54% Add +2.9% 32,115 $4.3M
Vanguard Group Inc. 0.00% Add +0.7% 31,852 $4.2M
Joseph P. Lucia & Associates, LLC 1.73% Reduce -2.7% 31,847 $4.2M
Prospera Financial Services Inc 0.08% Add +5.1% 31,477 $4.2M
LGL Partners, LLC 1.82% Add +0.8% 30,293 $4.1M
One Wealth Advisors, LLC 0.57% Add +0.7% 30,764 $4.1M
Alliancebernstein L.P. 0.00% Add +3.9% 30,425 $4.0M
Shulman DeMeo Asset Management LLC 1.00% Reduce -0.1% 30,339 $4.0M
Fulton Bank, N.A. 0.15% Add +10.4% 29,709 $3.9M
Arax Advisory Partners 0.18% Reduce -1.9% 26,735 $3.9M
Hancock Whitney Corp. 0.07% Add +1.0% 28,989 $3.9M
Graves Light Lenhart Wealth, Inc. 0.45% Reduce -5.4% 28,740 $3.8M
Granite FO LLC 2.15% Reduce -2.6% 28,587 $3.8M
Mine & Arao Wealth Creation & Management, LLC. 1.69% Add +0.6% 28,571 $3.8M
PKS Advisory Services, LLC 0.92% Reduce -1.6% 27,995 $3.7M
FAS Wealth Partners, Inc. 0.27% Reduce -1.1% 27,841 $3.7M
Jones Financial Companies LLLP 0.00% Add +42.7% 27,803 $3.7M
Allworth Financial LP 0.02% Add +14.7% 27,513 $3.7M
Capital Analysts, LLC 0.12% Reduce -0.6% 27,374 $3.6M
Banco de Sabadell, S.A 2.51% Add +9.9% 27,326 $3.6M
Inman Jager Wealth Management, LLC 2.45% Reduce -3.4% 27,273 $3.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.5% 27,143 $3.6M
Johnson Investment Counsel Inc. 0.03% Add +0.2% 27,096 $3.6M
Geneos Wealth Management Inc. 0.09% Add +10.1% 26,650 $3.5M
Taylor Financial Group, Inc. 2.19% Add +12.7% 26,421 $3.5M
Wealthcare Advisory Partners LLC 0.08% Reduce -3.9% 26,420 $3.5M
Argent Trust Co 0.13% Add +0.8% 26,266 $3.5M
Hilltop Holdings Inc. 0.22% Add +4.8% 26,083 $3.5M
Pinnacle Family Advisors, LLC 1.65% Add +57.3% 25,653 $3.4M
Guidance Point Advisors, LLC 0.88% Add +0.7% 25,042 $3.3M
D.A. Davidson & Co. 0.02% Add +16.9% 24,885 $3.3M
Composition Wealth, LLC 0.06% Add +44.0% 24,644 $3.3M
Quantinno Capital Management LP 0.01% Add +52.8% 24,543 $3.3M
Fifth Third Securities, Inc. 0.24% Reduce -2.0% 24,482 $3.3M
Sonata Capital Group Inc. 1.27% Reduce -4.1% 24,003 $3.2M
Mission Wealth Management, LP 0.07% Add +4.4% 23,978 $3.2M
Argent Advisors, Inc. 0.98% Add +0.1% 23,797 $3.2M
Valeo Financial Advisors, LLC 0.08% Add +15.4% 23,773 $3.2M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -8.2% 23,607 $3.1M
Joel Isaacson & Co., LLC 0.13% Add +1.5% 23,484 $3.1M
First Citizens Bank & Trust Co. 0.06% Reduce -0.4% 23,476 $3.1M
Western Wealth Management, LLC 0.19% Reduce -10.6% 23,470 $3.1M
Simon Quick Advisors, LLC 0.16% Reduce -1.3% 23,458 $3.1M
Ashton Thomas Private Wealth, LLC 0.11% Add +40.4% 23,383 $3.1M
JFS Wealth Advisors, LLC 0.20% Add +1.6% 23,353 $3.1M
EP Wealth Advisors, LLC 0.02% Add +5.0% 23,326 $3.1M
Wolff Wiese Magana LLC 1.90% Reduce -1.3% 23,043 $3.1M
Mill Creek Capital Advisors, LLC 0.07% Add +0.7% 22,759 $3.0M
CMG Global Holdings, LLC 1.59% Add +21.9% 22,106 $3.0M
Operose Advisors LLC 0.84% Add +0.8% 22,506 $3.0M
Capital Advisory Group Advisory Services, LLC 1.06% Add +1.3% 22,291 $3.0M
Focus Partners Advisor Solutions, LLC 0.04% Add +14.3% 22,256 $3.0M
Essex Financial Services, Inc. 0.19% Reduce -2.1% 22,129 $2.9M
Kapstone Financial Advisors LLC 1.46% Reduce -0.5% 22,031 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -24.0% 22,008 $2.9M
High Net Worth Advisory Group LLC 0.77% Reduce -3.1% 21,962 $2.9M
SBI Securities Co., Ltd. 0.08% Add +0.2% 21,919 $2.9M
My Personal CFO, LLC 1.32% Add +0.2% 21,874 $2.9M
Wealthfront Advisers LLC 0.01% Add +16.9% 21,665 $2.9M
GTS Securities LLC 0.13% New 21,357 $2.8M
Monetary Management Group Inc. 0.69% No change 21,250 $2.8M
HBK Sorce Advisory LLC 0.08% Reduce -1.8% 21,188 $2.8M
Wilmington Savings Fund Society, FSB 0.05% Add +8.1% 21,095 $2.8M
City Holding Co. 0.37% Reduce -1.3% 21,088 $2.8M
Narwhal Capital Management 0.22% Reduce -19.4% 20,911 $2.8M
Pinion Investment Advisors, LLC 0.95% Reduce -39.2% 20,715 $2.8M
Sigma Planning Corp 0.08% Reduce -10.2% 20,712 $2.8M
Snowden Capital Advisors LLC 0.08% Reduce -2.3% 20,424 $2.7M
Ieq Capital, LLC 0.02% Reduce -66.3% 20,394 $2.7M
Arlington Trust Co LLC 0.53% No change 20,289 $2.7M
Plancorp, LLC 0.09% No change 20,151 $2.7M
IMS Capital Management 1.25% Add +0.5% 20,056 $2.7M
Pallas Capital Advisors LLC 0.10% Add +2.9% 20,053 $2.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.04% Add +7.5% 19,989 $2.7M
Flagstar Securities, Inc. 0.73% Reduce -8.3% 19,979 $2.7M
Haverford Trust Co 0.03% Reduce -4.5% 19,910 $2.6M
Hazlett, Burt & Watson, Inc. 1.08% Reduce -0.7% 19,835 $2.6M
Berkshire Asset Management LLC 0.12% Add +0.1% 19,741 $2.6M
Chicago Partners Investment Group LLC 0.07% Add +0.1% 18,785 $2.6M
Crescent Grove Advisors, LLC 0.25% Add +24.4% 19,504 $2.6M
Transcend Capital Advisors, LLC 0.20% Add +0.0% 19,350 $2.6M
Waverly Advisors, LLC 0.03% Reduce -1.1% 19,320 $2.6M
Webster Bank, N. A. 0.26% Reduce -2.4% 19,254 $2.6M
Providence First Trust Co 0.90% Reduce -0.5% 19,254 $2.6M
IFC Advisors LLC 0.48% Reduce -0.1% 19,151 $2.5M
Corundum Trust Company, INC 6.67% No change 19,014 $2.5M
Zhang Financial LLC 0.12% Reduce -1.2% 18,955 $2.5M
AQR Capital Management 0.00% Add +49.1% 18,915 $2.5M
Csenge Advisory Group 0.13% Add +1.5% 19,083 $2.5M
Tower Research Capital LLC (TRC) 0.07% Add +110717.6% 18,839 $2.5M
Gentry Private Wealth, LLC 1.91% Add +17.0% 18,812 $2.5M
FineMark National Bank & Trust 0.08% Reduce -6.0% 18,763 $2.5M
Whittier Trust Co. of Nevada Inc. 0.06% Add +7.2% 18,689 $2.5M
Cypress Wealth Services, LLC 0.44% Reduce -12.3% 18,680 $2.5M
Logan Stone Capital, LLC 1.16% Add +96.9% 18,598 $2.5M
NewEdge Wealth, LLC 0.04% Add +9.2% 17,968 $2.4M
Caerus Investment Advisors, LLC 2.32% No change 18,348 $2.4M
Midwest Trust Co 0.03% — 18,345 $2.4M
Sax Wealth Advisors, LLC 0.15% Reduce -2.2% 18,282 $2.4M
Sowell Financial Services LLC 0.10% Reduce -9.8% 18,211 $2.4M
Thoroughbred Financial Services, LLC 0.17% Reduce -28.9% 18,095 $2.4M
Wesbanco Bank Inc. 0.07% Add +18.9% 17,991 $2.4M
Level Four Advisory Services, LLC 0.09% Reduce -1.8% 17,977 $2.4M
Mosaic Family Wealth Partners, LLC 0.30% Add +0.6% 17,965 $2.4M
Smith Shellnut Wilson LLC 1.02% Reduce -17.6% 17,701 $2.4M
Weinberger Asset Management, Inc 0.90% Reduce -0.7% 17,588 $2.3M
Flaharty Asset Management, LLC 0.31% Reduce -8.2% 17,265 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.1% 17,170 $2.3M
Howland Capital Management LLC 0.09% Reduce -1.4% 17,075 $2.3M
Trifecta Capital Advisors, LLC 0.37% Add +19.1% 16,930 $2.2M
Park National Corp. 0.07% No change 16,815 $2.2M
Gryphon Financial Partners LLC 0.29% Add +3.1% 16,809 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +0.6% 16,800 $2.2M
Founders Financial Securities LLC 0.17% Add +0.2% 16,726 $2.2M
Peregrine Asset Advisers, Inc. 0.69% Add +4.3% 16,711 $2.2M
HSBC Holdings PLC 0.00% Add +0.8% 16,598 $2.2M
GAMCO Investors 0.02% Add +230.2% 16,508 $2.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Reduce -3.0% 16,399 $2.2M
First Horizon Advisors, Inc. 0.06% Add +2.0% 16,384 $2.2M
Parallel Advisors, LLC 0.04% Add +1.7% 16,309 $2.2M
Eagle Strategies LLC 0.33% Add +3.0% 16,309 $2.2M
Stephens Inc. 0.03% Reduce -13.3% 16,221 $2.2M
Darden Wealth Group Inc 1.31% Reduce -4.0% 16,207 $2.2M
Diametric Capital, LP 1.15% New 16,138 $2.1M
Sunbelt Securities, Inc. 0.19% Add +161.6% 16,288 $2.1M
Evoke Wealth, LLC 0.05% Add +6.7% 16,066 $2.1M
Franklin Street Advisors Inc. 0.13% No change 16,000 $2.1M
Traynor Capital Management, Inc. 0.15% Reduce -7.7% 15,665 $2.1M
Tempus Wealth Planning, LLC 0.53% Reduce -3.9% 15,895 $2.1M
Cascade Financial Partners, LLC 0.25% No change 15,883 $2.1M
Magnus Financial Group LLC 0.19% Add +0.6% 15,866 $2.1M
Summit Wealth Partners, LLC 0.40% Add +0.0% 15,863 $2.1M
Bensler, LLC 0.23% Reduce -1.3% 15,757 $2.1M
New South Capital Management Inc. 0.10% No change 15,680 $2.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.1% 15,593 $2.1M
Legacy Private Trust Co. 0.13% Reduce -2.5% 15,485 $2.1M
Kaydan Wealth Management, Inc. 0.67% Reduce -0.9% 15,466 $2.1M
Curi Capital, LLC 0.04% Add +16.8% 15,455 $2.1M
Coldstream Capital Management Inc. 0.03% Reduce -0.7% 15,444 $2.1M
Independence Bank of Kentucky 0.29% Add +1.5% 15,440 $2.1M
First Commonwealth Financial Corp 0.44% Reduce -34.7% 15,404 $2.0M
Oxbow Advisors, LLC 0.23% Reduce -3.2% 15,392 $2.0M
Cozad Asset Management Inc. 0.18% Add +0.8% 15,338 $2.0M
WealthBridge Capital Management, LLC 0.52% Add +1.1% 15,310 $2.0M
Asset Management Group, Inc. 0.35% Add +0.8% 15,286 $2.0M
Salem Investment Counselors Inc. 0.06% Reduce -1.0% 15,253 $2.0M
Yeomans Consulting Group, Inc. 0.84% Reduce -18.7% 14,962 $2.0M
Canandaigua National Bank & Trust Co. 0.19% Reduce -1.8% 15,248 $2.0M
Millennium Capital Advisors, LLC 1.34% Add +0.1% 15,178 $2.0M
Aberdeen Wealth Management LLC 1.34% No change 15,170 $2.0M
Peoples Bank 1.35% Add +2.3% 15,124 $2.0M
Mayflower Financial Advisors, LLC 0.28% Reduce -0.0% 15,051 $2.0M
Atlas Private Wealth Advisors 0.25% Reduce -13.7% 14,799 $2.0M
Fidelis Capital Partners, LLC 0.18% Reduce -9.1% 14,494 $2.0M
Evercore Wealth Management, LLC 0.03% No change 14,488 $1.9M
WASHINGTON TRUST Co 0.07% No change 14,369 $1.9M
Thrivent Financial for Lutherans 0.00% Reduce -59.9% 14,370 $1.9M
Citigroup Inc. 0.00% Reduce -3.6% 14,355 $1.9M
Eldridge Investment Advisors, Inc. 0.40% Add +3.5% 14,313 $1.9M
Laurel Wealth Advisors LLC 0.28% Reduce -0.2% 14,289 $1.9M
Crossmark Global Holdings, Inc. 0.03% No change 14,261 $1.9M
Summit Trail Advisors, LLC 0.03% New 14,257 $1.9M
OneDigital Investment Advisors LLC 0.02% Reduce -11.2% 14,158 $1.9M
Smith Anglin Financial, LLC 0.17% Add +0.4% 14,124 $1.9M
Osborne Partners Capital Management, LLC 0.10% Reduce -4.5% 14,119 $1.9M
Redmont Wealth Advisors LLC 2.75% No change 14,111 $1.9M
Evanson Asset Management, LLC 0.12% Reduce -11.3% 14,047 $1.9M
Private Capital Advisors, Inc. 0.23% No change 13,975 $1.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.6% 13,849 $1.8M
Nwam LLC 0.11% Add +28.7% 13,602 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.60% Add +0.9% 13,718 $1.8M
Carbahal Olsen Financial Services Group, LLC 1.55% Reduce -0.9% 13,715 $1.8M
Flagship Harbor Advisors, LLC 0.09% Reduce -6.3% 13,688 $1.8M
Investment Advisory Group, LLC 0.55% Add +0.1% 13,634 $1.8M
Gallagher Capital Advisors, LLC 1.46% Reduce -59.9% 13,213 $1.8M
Regions Financial Corp. 0.01% Reduce -2.1% 13,600 $1.8M
Lanark Financial, Inc. 0.15% Reduce -1.3% 13,600 $1.8M
BNP Paribas Financial Markets 0.00% Add +53.7% 13,583 $1.8M
Stock Yards Bank & Trust Co. 0.06% Add +22.1% 13,432 $1.8M
Union Savings Bank 0.82% Reduce -0.3% 13,209 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +14.7% 13,167 $1.8M
International Assets Investment Management, LLC 0.14% Reduce -65.5% 13,337 $1.8M
Venture Visionary Partners LLC 0.07% Reduce -2.8% 13,317 $1.8M
LOM Asset Management Ltd 0.60% — 13,274 $1.8M
NCM Capital Management, LLC 0.72% Add +0.5% 13,229 $1.8M
Carnegie Investment Counsel 0.03% Add +5.6% 13,084 $1.7M
David J Yvars Group 1.02% Add +16.6% 13,089 $1.7M
Robertson Stephens Wealth Management, LLC 0.06% Add +0.3% 13,021 $1.7M
West Tower Group, LLC 3.74% New 13,000 $1.7M
BlackRock, Inc. 0.00% Reduce -81.9% 12,896 $1.7M
Sound Income Strategies, LLC 0.10% Reduce -19.2% 12,882 $1.7M
Ameritas Advisory Services, LLC 0.09% Reduce -39.7% 12,852 $1.7M
PFG Investments, LLC 0.10% Reduce -3.5% 12,843 $1.7M
Principal Securities, Inc. 0.03% Reduce -23.4% 12,786 $1.7M
MSH Capital Advisors LLC 0.49% Reduce -0.6% 12,768 $1.7M
Cypress Capital Group 0.21% Reduce -2.3% 12,702 $1.7M
Simmons Bank 0.12% Add +2.0% 12,640 $1.7M
Hicks Capital Management LLC 2.65% Add +0.1% 12,623 $1.7M
World Investment Advisors 0.04% Add +1.8% 12,622 $1.7M
Arkadios Wealth Advisors 0.05% Add +21.2% 12,586 $1.7M
Asset Dedication, LLC 0.12% Add +0.1% 12,428 $1.7M
Atria Wealth Solutions, Inc. 0.04% Reduce -69.5% 12,260 $1.6M
Johnson Financial Group, Inc. 0.07% Add +120.3% 12,287 $1.6M
Tiaa Trust, National Association 0.00% Reduce -0.1% 12,275 $1.6M
Farther Finance Advisors, LLC 0.03% Add +20.1% 12,248 $1.6M
Mission Creek Capital Partners, Inc. 0.36% Add +0.2% 12,227 $1.6M
Watts Gwilliam & Co., LLC 0.27% Reduce -11.6% 11,517 $1.6M
Patriot Investment Management Group, Inc. 0.11% Reduce -3.5% 12,072 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Reduce -1.8% 11,703 $1.6M
Susquehanna International Group, LLP 0.00% Add +0.1% 12,006 $1.6M
Stonebridge Capital Advisors LLC 0.12% Reduce -13.1% 11,953 $1.6M
Edge Wealth Management LLC 0.30% No change 11,883 $1.6M
Main Street Financial Solutions, LLC 0.11% Add +0.1% 11,835 $1.6M
Fiduciary Trust Co 0.02% Reduce -10.4% 11,830 $1.6M
Pinnacle Bancorp, Inc. 0.48% No change 11,781 $1.6M
Fiducient Advisors LLC 0.19% Add +0.1% 11,733 $1.6M
Cary Street Partners Financial LLC 0.04% Add +5.3% 11,704 $1.6M
Syntegra Private Wealth Group, LLC 0.16% Reduce -1.6% 11,677 $1.6M
Sterling Financial Group, Inc. 0.52% No change 11,675 $1.6M
Richwood Investment Advisors, LLC 1.25% Reduce -2.9% 11,503 $1.5M
Regal Investment Advisors LLC 0.11% Reduce -0.4% 11,443 $1.5M
Brighton Jones LLC 0.04% Add +0.7% 11,418 $1.5M
WBH Advisory Inc. 0.13% Add +0.1% 11,412 $1.5M
Harbor Investment Advisory, LLC 0.13% Reduce -9.6% 11,403 $1.5M
CreativeOne Wealth, LLC 0.04% Reduce -6.1% 11,396 $1.5M
Pacific Point Advisors, LLC 0.82% No change 11,383 $1.5M
Glen Eagle Advisors, LLC 0.23% Add +0.0% 11,357 $1.5M
JMG Financial Group, Ltd. 0.05% No change 11,298 $1.5M
Tyche Wealth Partners LLC 0.30% Add +8.3% 11,270 $1.5M
Precedent Wealth Partners, LLC 0.36% Add +0.7% 11,185 $1.5M
Deutsche Bank AG 0.00% No change 11,159 $1.5M
Gladstone Institutional Advisory LLC 0.06% Reduce -14.7% 11,138 $1.5M
Perigon Wealth Management, LLC 0.03% Reduce -3.8% 11,067 $1.5M
Fox Hill Wealth Management 0.75% Add +1.4% 11,038 $1.5M
High Falls Advisors, Inc 0.32% Reduce -0.0% 11,025 $1.5M
Welch & Forbes LLC 0.02% Add +2.4% 10,981 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -0.2% 10,956 $1.5M
Global Trust Asset Management, LLC 0.78% Reduce -16.9% 10,940 $1.5M
Benjamin Edwards Inc. 0.02% Reduce -0.9% 10,921 $1.5M
Natixis Advisors, LLC 0.00% New 10,870 $1.4M
BOK Financial Private Wealth, Inc. 0.10% No change 10,827 $1.4M
Invenio Wealth Partners LLC 0.57% Add +9.2% 10,808 $1.4M
VestGen Advisors, LLC 0.06% No change 10,761 $1.4M
Verdence Capital Advisors LLC 0.10% Add +0.0% 10,671 $1.4M
NorthRock Partners, LLC 0.04% Add +10.2% 10,644 $1.4M
Flow Traders U.S. LLC 0.05% New 10,578 $1.4M
Vertex Planning Partners, LLC 0.29% Reduce -4.4% 10,394 $1.4M
Asset Allocation & Management Company, LLC 0.64% No change 10,273 $1.4M
waypoint wealth counsel 0.67% Add +0.3% 10,181 $1.4M
Blodgett Wealth Advisors, LLC 1.06% Reduce -3.8% 10,165 $1.3M
Caldwell Trust Co 0.13% Reduce -1.5% 10,136 $1.3M
Sound View Wealth Advisors Group, LLC 0.10% Reduce -0.7% 10,119 $1.3M
Tompkins Financial Corp. 0.12% No change 9,975 $1.3M
Trust Point Inc. 0.12% Add +2.3% 9,961 $1.3M
Romano Brothers and Company 0.16% No change 9,953 $1.3M
Keel Point, LLC 0.09% Add +0.5% 9,913 $1.3M
Focus Financial Network, Inc. 0.05% Reduce -0.7% 9,898 $1.3M
Whittier Trust Co. 0.02% No change 9,892 $1.3M
Challenger Wealth Management 0.91% Reduce -3.5% 9,884 $1.3M
Farmers National Bank 0.35% Reduce -4.8% 9,872 $1.3M
XML Financial, LLC 0.11% Reduce -0.4% 9,778 $1.3M
Viewpoint Capital Management LLC 0.64% Add +0.6% 9,765 $1.3M
Belpointe Asset Management LLC 0.05% Reduce -4.7% 9,749 $1.3M
Smith, Moore & Co. 0.11% Add +5.4% 9,730 $1.3M
Fortis Group Advisors, LLC 0.23% Reduce -53.0% 9,550 $1.3M
Savant Capital, LLC 0.01% Reduce -6.7% 9,699 $1.3M
Independent Financial Group, LLC 0.04% Add +11.1% 9,685 $1.3M
Planned Solutions, Inc. 0.49% Add +0.3% 9,670 $1.3M
Marietta Investment Partners LLC 0.28% No change 9,665 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +1.0% 9,629 $1.3M
CRA Financial Services, LLC 0.20% Add +0.9% 9,620 $1.3M
Journey Advisory Group, LLC 0.10% Reduce -1.0% 9,618 $1.3M
Continuum Advisory, LLC 0.15% Add +5.7% 9,551 $1.3M
Retirement Planning Co of New England, Inc. 0.56% Add +0.2% 9,503 $1.3M
ADG Wealth Management Group, LLC 1.07% Add +0.8% 9,475 $1.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -28.1% 9,434 $1.3M
Occidental Asset Management, LLC 0.17% Reduce -1.0% 9,395 $1.2M
Financial Advocates Investment Management 0.10% Reduce -28.1% 9,386 $1.2M
First Nebraska Trust Co 0.12% Add +2.2% 9,311 $1.2M
Freedom Financial Partners LLC 0.52% Add +0.6% 9,306 $1.2M
Aptus Capital Advisors, LLC 0.01% Add +0.5% 9,297 $1.2M
TCI Wealth Advisors, Inc. 0.08% Reduce -7.5% 9,253 $1.2M
Atlas Legacy Advisors, LLC 0.27% Add +118.2% 9,213 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.4% 9,168 $1.2M
Choreo, LLC 0.02% Reduce -8.2% 9,137 $1.2M
Pettyjohn, Wood & White, Inc. 0.21% No change 9,064 $1.2M
VAUGHAN & Co SECURITIES, INC. 0.69% Add +0.8% 9,014 $1.2M
Titleist Asset Management, LLC 0.12% Add +6.0% 8,978 $1.2M
Rockbridge Investment Management, LCC 0.13% No change 8,969 $1.2M
Rehmann Capital Advisory Group 0.07% Add +0.6% 8,968 $1.2M
Wolff Financial Management LLC 0.31% Reduce -0.8% 8,948 $1.2M
Dakota Wealth Management 0.03% Reduce -10.2% 8,944 $1.2M
Capital Advisors, Ltd. LLC 0.15% Reduce -0.5% 8,863 $1.2M
Winthrop Advisory Group LLC 0.11% Add +13.6% 8,852 $1.2M
Apollon Wealth Management, LLC 0.02% Reduce -10.6% 8,848 $1.2M
Old North State Trust, LLC 0.80% Reduce -5.8% 8,847 $1.2M
Meridian Wealth Management, LLC 0.05% Reduce -0.9% 8,805 $1.2M
Prosperity Consulting Group, LLC 0.09% Reduce -1.0% 8,804 $1.2M
Woodmont Investment Counsel LLC 0.08% Add +118.1% 8,755 $1.2M
Infinity Wealth Counsel, LLC 1.17% No change 8,749 $1.2M
Venturi Wealth Management, LLC 0.06% Reduce -14.2% 8,745 $1.2M
Embree Financial Group 0.17% Add +1.7% 8,740 $1.2M
Kohmann Bosshard Financial Services, LLC 0.13% No change 8,699 $1.2M
Accredited Investors Inc. 0.07% Add +0.4% 8,595 $1.1M
Performance Wealth Partners, LLC 0.04% Reduce -7.9% 8,551 $1.1M
Platform Technology Partners 0.30% Reduce -1.8% 8,544 $1.1M
ARS Investment Partners, LLC 0.08% No change 8,511 $1.1M
O'ROURKE & COMPANY, Inc 0.53% Add +0.2% 8,503 $1.1M
Citizens National Bank Trust Department 0.22% Reduce -1.6% 8,491 $1.1M
HM Payson & Co. 0.02% Add +8.3% 8,464 $1.1M
SCS Capital Management LLC 0.01% Reduce -33.5% 8,450 $1.1M
Harbour Investments, Inc. 0.03% Add +1.4% 8,414 $1.1M
Private Trust Co. NA 0.11% Reduce -1.8% 8,369 $1.1M
Flagship Wealth Advisors, LLC 0.42% Add +13.4% 8,364 $1.1M
Independent Wealth Network Inc. 0.40% Add +0.8% 8,353 $1.1M
Fort Washington Investment Advisors Inc. 0.01% Reduce -5.0% 8,351 $1.1M
Chatham Capital Group, Inc. 0.17% No change 8,298 $1.1M
Davidson Trust Co. 0.51% No change 8,281 $1.1M
Cove Private Wealth, LLC 0.39% Add +64.6% 8,280 $1.1M
Keudell/Morrison Wealth Management 0.24% Add +1.0% 8,224 $1.1M
First National Trust Co 0.04% Reduce -4.0% 8,211 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -0.0% 8,206 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +18.3% 8,159 $1.1M
Guardian Wealth Advisors, LLC / NC 0.08% No change 8,136 $1.1M
Associated Banc-Corp 0.03% No change 8,135 $1.1M
Freestone Capital Holdings, LLC 0.04% No change 8,100 $1.1M
Bradley Foster & Sargent Inc. 0.02% Add +27.3% 8,049 $1.1M
Alterna Wealth Management, Inc. 0.85% Reduce -0.1% 7,957 $1.1M
AE Wealth Management LLC 0.01% Add +7.8% 7,921 $1.1M
Cadence Bank 0.07% Add +1.9% 7,889 $1.0M
Trivium Point Advisory, LLC 0.11% Add +65.5% 7,884 $1.0M
Islay Capital Management, LLC 0.68% Reduce -0.7% 7,844 $1.0M
Legacy Trust 0.26% No change 7,835 $1.0M
MKT Advisors LLC 0.41% Reduce -0.3% 7,664 $1.0M
Signet Financial Management, LLC 0.13% Reduce -6.7% 7,781 $1.0M
Archer Investment Corp 0.25% Add +0.1% 7,768 $1.0M
Kestra Private Wealth Services, LLC 0.01% Add +0.2% 7,750 $1.0M
QRG Capital Management, Inc. 0.01% Add +1.3% 7,747 $1.0M
Squire Investment Management Company, LLC 0.38% No change 7,720 $1.0M
Greenwood Capital Associates LLC 0.13% New 7,653 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% Add +42.3% 7,651 $1.0M
Park Place Capital Corp 0.23% No change 7,441 $1.0M
Dodds Wealth, LLC 0.27% Reduce -3.7% 7,562 $1.0M
Kanawha Capital Management LLC 0.07% Reduce -0.8% 7,532 $1.0M
Financial Engines Advisors L.L.C. 0.00% Add +28.2% 7,491 $995K
Claris Financial LLC 0.75% Add +16.7% 7,467 $992K
CENTRAL TRUST Co 0.02% Reduce -3.4% 7,461 $991K
Concurrent Investment Advisors, LLC 0.02% Reduce -9.9% 7,369 $979K
Bar Harbor Wealth Management 0.06% No change 7,343 $975K
Capital Advantage, Inc. 0.15% Reduce -6.2% 7,319 $972K
Beacon Financial Advisory LLC 0.25% Reduce -7.4% 7,290 $968K
Aprio Wealth Management, LLC 0.11% Add +0.8% 7,289 $968K
Cornerstone Wealth Group, LLC 0.07% Reduce -2.4% 7,286 $968K
Guerra Pan Advisors, LLC 0.64% Add +0.0% 7,279 $967K
Next Level Private LLC 0.31% Add +0.9% 7,264 $965K
Apollon Financial, LLC 0.20% No change 7,263 $965K
Gould Asset Management LLC 0.19% Reduce -4.0% 7,258 $964K
Roman Butler Fullerton & Co. 0.28% Add +0.0% 6,979 $964K
Sheets Smith Wealth Management 0.11% Reduce -1.6% 7,231 $960K
Capital Asset Advisory Services LLC 0.04% Reduce -0.5% 7,051 $954K
Cordgrass Capital Advisors, LLC 0.26% Add +11.9% 7,176 $953K
Merit Financial Group, LLC 0.01% Add +153.2% 7,136 $948K
Security National Bank of So Dak 0.52% Reduce -2.7% 7,130 $947K
Patten & Patten Inc. 0.06% Reduce -2.5% 7,101 $943K
Intrust Bank NA 0.08% No change 7,068 $939K
Resonant Capital Advisors, LLC 0.06% Add +0.7% 7,057 $937K
Axxcess Wealth Management, LLC 0.02% Reduce -0.5% 7,051 $936K
Code Waechter LLC 0.67% No change 7,049 $936K
Argyle Capital Partners, LLC 0.77% No change 7,043 $935K
Fulton Breakefield Broenniman LLC 0.06% Reduce -0.5% 7,041 $935K
Sculati Wealth Management, LLC 0.35% Reduce -19.7% 6,998 $929K
Pathway Financial Advisers, LLC 0.30% Add +10.9% 6,992 $929K
Lakeridge Wealth Management LLC 0.42% Reduce -4.2% 6,959 $924K
Country Club Bank 0.06% No change 6,980 $922K
Almanack Investment Partners, LLC. 0.15% New 6,889 $915K
Wellspring Financial Advisors, LLC 0.08% Reduce -7.6% 6,825 $906K
CVA Family Office, LLC 0.13% Add +0.2% 6,820 $906K
Jupiter Wealth Management LLC 0.46% No change 6,496 $905K
Helium Advisors LLC 0.57% Reduce -1.0% 6,770 $899K
Strait & Sound Wealth Management LLC 0.38% Reduce -0.2% 6,647 $883K
CBIZ Investment Advisory Services, LLC 0.04% Reduce -29.5% 6,626 $880K
Thomasville National Bank 0.06% Reduce -1.5% 6,578 $874K
Waldron Private Wealth LLC 0.04% No change 6,564 $872K
Sageworth Trust Co 0.05% No change 6,550 $870K
Eastern Bank 0.02% Reduce -10.2% 6,521 $866K
Fort Point Capital Partners LLC 0.09% Add +0.2% 6,476 $860K
Indiana Trust & Investment Management Co 0.28% No change 6,449 $856K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.4% 6,435 $855K
Optivise Advisory Services LLC 0.44% Add +2.9% 6,430 $854K
Aspen Grove Capital, LLC 0.15% Add +0.7% 6,426 $853K
Wealth Dimensions Group, Ltd. 0.19% Add +0.3% 6,403 $850K
Dale Q Rice Investment Management Ltd 0.70% Reduce -49.8% 6,307 $847K
U.S. Capital Wealth Advisors, LLC 0.02% Add +3.2% 6,365 $845K
Able Wealth Management LLC 0.43% No change 6,356 $844K
Prelude Capital Management, LLC 0.08% New 6,314 $839K
Aspiriant, LLC 0.03% No change 6,251 $830K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 6,231 $828K
W Advisors, LLC 0.47% No change 6,207 $824K
Appleton Partners Inc. 0.06% No change 6,184 $821K
Global Retirement Partners, LLC 0.02% — 6,160 $818K
ICONIQ Capital, LLC 0.01% Reduce -1.7% 6,143 $816K
Warner Financial, Inc. 0.34% Add +0.2% 6,134 $815K
Two Sigma Securities, LLC 0.10% Add +89.2% 6,097 $810K
WealthTrust Axiom LLC 0.24% No change 6,095 $809K
Fagan Associates, Inc. 0.13% Add +0.1% 6,087 $808K
Retirement Planning Group, LLC 0.03% Reduce -7.7% 6,077 $807K
Cornerstone Wealth Management, LLC 0.05% Add +4.3% 6,053 $804K
Mgo One Seven LLC 0.03% Add +21.8% 6,037 $802K
Dupree Financial Group, LLC 0.31% Reduce -2.1% 6,012 $799K
DT Investment Partners, LLC 0.07% No change 6,000 $797K
TruWealth Advisors, LLC 0.04% Add +0.2% 6,000 $797K
First Citizens Financial Corp 0.44% Reduce -37.5% 5,981 $794K
Virtue Capital Management, LLC 0.15% Reduce -19.7% 5,955 $791K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.4% 5,905 $784K
Lowe Brockenbrough & Co. Inc. 0.04% No change 5,884 $781K
Moors & Cabot, Inc. 0.04% Add +0.1% 5,842 $776K
Trace Wealth Advisors, LLC 0.63% Reduce -5.2% 5,804 $771K
Texas Yale Capital Corp. 0.03% No change 5,795 $770K
Astoria Portfolio Advisors LLC. 0.22% Add +25.5% 5,590 $768K
M1 Capital Management LLC 0.39% Add +0.6% 5,752 $764K
Avior Wealth Management, LLC 0.03% Add +0.1% 5,726 $760K
Modera Wealth Management, LLC 0.01% Reduce -8.3% 5,722 $760K
Alley Investment Management Company, LLC 0.09% Add +1.3% 5,708 $758K
River Wealth Advisors LLC 0.09% Reduce -1.1% 5,672 $753K
Marco Investment Management LLC 0.06% No change 5,581 $741K
Choate Investment Advisors 0.02% Reduce -5.8% 5,490 $729K
First Manhattan Co. Llc. 0.00% Add +5.5% 5,465 $726K
SouthState Bank Corp 0.03% Add +19.7% 5,461 $725K
Y-Intercept (Hong Kong) Ltd 0.02% Add +191.5% 5,451 $724K
Cassaday & Co Wealth Management LLC 0.02% No change 5,448 $724K
Signature Estate & Investment Advisors LLC 0.02% Reduce -0.3% 5,370 $713K
Quadcap Wealth Management, LLC 0.09% Reduce -3.5% 5,337 $709K
WealthPLAN Partners, LLC 0.11% Add +0.0% 5,323 $707K
Gotham Asset Management 0.00% No change 5,321 $707K
Nations Financial Group Inc, /Ia/ 0.05% Add +24.6% 5,302 $704K
Exchange Traded Concepts, LLC 0.01% Reduce -91.4% 5,296 $703K
Flywheel Private Wealth LLC 0.56% No change 5,294 $703K
O'shaughnessy Asset Management, LLC 0.00% Reduce -13.4% 5,285 $702K
United Community Bank 0.24% Add +0.3% 5,275 $701K
Savvy Advisors, Inc. 0.05% Reduce -0.6% 5,264 $699K
Ocean Park Asset Management, LLC 0.02% No change 5,200 $698K
Versant Capital Management, Inc 0.11% No change 5,249 $697K
Leavell Investment Management, Inc. 0.03% No change 5,248 $697K
TCP Asset Management, LLC 0.14% Add +3.6% 5,239 $696K
Old Mission Investment Co LLC 0.19% Reduce -0.3% 5,230 $695K
Ignite Planners, LLC 0.12% Add +0.2% 5,120 $694K
American National Bank & Trust 0.07% Reduce -7.1% 5,201 $691K
Northeast Financial Consultants Inc 0.03% No change 5,160 $685K
Leo Wealth, LLC 0.05% Reduce -24.2% 5,139 $682K
Trust Co. of Toledo NA 0.08% Add +0.3% 5,135 $682K
Good Life Advisors, LLC 0.04% Reduce -0.2% 5,106 $678K
New England Private Wealth Advisors LLC 0.10% Add +0.6% 4,990 $677K
Juncture Wealth Strategies, LLC 0.24% Add +1.0% 5,092 $676K
Sumitomo Mitsui Financial Group, Inc. 0.01% Reduce -20.7% 5,069 $673K
Centaurus Financial, Inc. 0.04% Add +14.0% 5,070 $673K
Daymark Wealth Partners, LLC 0.03% Reduce -0.8% 5,051 $671K
Jackson Hole Capital Partners, LLC 0.12% No change 5,044 $670K
Chapin Davis, Inc. 0.18% No change 5,039 $669K
Lodestar Private Asset Management LLC 0.08% Add +0.0% 5,031 $668K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.0% 5,006 $665K
Naples Global Advisors, LLC 0.06% New 5,003 $664K
Greenleaf Trust 0.01% No change 4,984 $662K
Rik Saylor Financial, Inc. 0.51% Reduce -3.6% 4,971 $660K
Greenfield Savings Bank 0.30% Reduce -0.9% 4,948 $657K
CoreCap Advisors, LLC 0.03% Reduce -51.5% 4,923 $654K
North Forty Two & Co. 0.69% Add +1.6% 4,902 $651K
Ledyard National Bank 0.06% Reduce -20.4% 4,880 $648K
Nvwm, LLC 0.16% Add +239.2% 4,877 $648K
Bedel Financial Consulting, Inc. 0.09% No change 4,851 $644K
Warwick Investment Management, Inc. 0.13% Reduce -0.9% 4,851 $644K
SVB Wealth LLC 0.03% New 4,806 $638K
Evermay Wealth Management LLC 0.08% Reduce -2.4% 4,788 $636K
Trust Co. of Vermont 0.03% Add +14.4% 4,781 $635K
Crestwood Advisors Group, LLC 0.01% No change 4,768 $633K
Laird Norton Wetherby Wealth Management, LLC 0.03% — 4,755 $632K
Portland Global Advisors LLC 0.07% No change 4,750 $631K
Great Valley Advisor Group, Inc. 0.01% Add +0.6% 4,743 $630K
CapWealth Advisors, LLC 0.06% Reduce -2.6% 4,731 $628K
Old Mission Capital LLC 0.02% New 4,722 $627K
Fusion Family Wealth, LLC 0.05% Add +1.2% 4,720 $627K
Weatherly Asset Management L. P. 0.05% No change 4,716 $626K
Keystone Wealth Services, LLC 0.15% Add +1.4% 4,715 $626K
Strategies Wealth Advisors, LLC 0.07% Add +0.9% 4,683 $622K
Centricity Wealth Management, LLC 0.50% Add +51.0% 4,677 $621K
MGB Wealth Management, LLC 0.20% Reduce -0.9% 4,670 $620K
MainStreet Investment Advisors LLC 0.09% Add +12.4% 4,658 $619K
Mascoma Wealth Management LLC 0.14% Reduce -27.7% 4,632 $615K
Fonville Wealth Management LLC 0.16% Reduce -2.9% 4,628 $615K
Florida Trust Wealth Management Co 0.02% No change 4,610 $612K
Brown Brothers Harriman & Co. 0.00% Add +9.3% 4,587 $609K
BIP Wealth, LLC 0.04% Reduce -19.5% 4,572 $607K
Wambolt & Associates, LLC 0.20% Reduce -0.7% 4,482 $607K
Mowery & Schoenfeld Wealth Management, LLC 0.98% No change 4,545 $604K
Selective Wealth Management, Inc. 0.22% Add +0.6% 4,420 $601K
Quest 10 Wealth Builders, Inc. 0.59% Reduce -17.4% 4,527 $601K
Hoese & Co LLP 0.48% Add +37.3% 4,495 $597K
Catalyst Financial Partners LLC 0.06% No change 4,469 $594K
Spire Wealth Management 0.02% Reduce -2.8% 4,466 $593K
Welch Group, LLC 0.02% Add +36.8% 4,459 $592K
Investors Research Corp 0.12% Reduce -6.1% 4,459 $592K
Compass Ion Advisors, LLC 0.06% No change 4,456 $592K
HUB Investment Partners, LLC 0.02% Reduce -7.1% 4,446 $590K
James Investment Research, Inc. 0.07% New 4,431 $588K
Ameriflex Group, Inc. 0.31% Reduce -16.3% 4,447 $587K
Dearborn Partners LLC 0.03% Reduce -2.8% 4,411 $586K
Heartwood Wealth Advisors LLC 0.06% Reduce -0.5% 4,409 $586K
Summit Financial Strategies, Inc. 0.05% No change 4,392 $583K
Kingsview Wealth Management, LLC 0.01% Add +0.1% 4,391 $583K
SkyOak Wealth, LLC 0.12% No change 4,369 $580K
Apella Capital, LLC 0.02% Add +127.2% 4,234 $574K
KFG Wealth Management, LLC 0.09% Reduce -14.9% 4,292 $570K
Fiduciary Group, LLC 0.05% No change 4,264 $566K
Arthur M. Cohen & Associates, LLC 0.10% Add +0.6% 4,247 $564K
TFB Advisors LLC 0.15% Add +0.5% 4,229 $562K
Bellevue Asset Management, LLC 0.27% Add +0.3% 4,214 $560K
Anb Bank 0.25% Reduce -1.5% 4,174 $554K
Madrona Financial Services, LLC 0.13% Add +5.9% 4,174 $554K
Regatta Capital Group, LLC 0.09% Add +3.9% 4,139 $550K
Charter Capital Management, LLC\DE 0.32% — 4,113 $546K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.8% 4,098 $544K
SeaCrest Wealth Management, LLC 0.06% Add +10.9% 4,093 $544K
Hurlow Wealth Management Group, Inc. 0.15% No change 4,079 $542K
BBR Partners, LLC 0.03% Add +3.3% 4,056 $539K
Realta Investment Advisors 0.21% Add +0.8% 4,054 $538K
Peddock Capital Advisors, LLC 0.12% Add +0.1% 4,046 $537K
Integris Wealth Management, LLC 0.14% Add +7.5% 4,036 $536K
Rockwood Wealth Management, LLC 0.05% Reduce -5.5% 4,016 $533K
GFS Advisors, LLC 0.07% Add +1.5% 3,997 $531K
LexAurum Advisors, LLC 0.08% Reduce -0.4% 3,976 $528K
Pps&v Asset Management Consultants, Inc. 0.33% No change 3,972 $527K
Samalin Investment Counsel, LLC 0.20% Reduce -0.1% 3,947 $524K
Cahaba Wealth Management, Inc. 0.04% Reduce -13.2% 3,937 $523K
Mezzasalma Advisors, LLC 0.16% Reduce -5.2% 3,926 $521K
Parker Investment Management, LLC 0.08% New 3,850 $511K
Breakwater Capital Group 0.08% Reduce -2.6% 3,847 $511K
Clear Harbor Asset Management, LLC 0.04% No change 3,844 $511K
Triangle Securities Wealth Management 0.13% No change 3,825 $508K
Neumann Capital Management, LLC 0.16% No change 3,819 $507K
Nicolet Bankshares Inc. 0.09% Reduce -3.8% 3,810 $506K
Thrive Capital Management, LLC 0.16% New 3,797 $504K
Mayport, LLC 0.12% Add +0.1% 3,723 $494K
Schnieders Capital Management LLC 0.09% Reduce -2.6% 3,708 $492K
Atria Investments, Inc 0.01% Reduce -38.7% 3,702 $492K
Camden National Bank 0.07% Reduce -3.1% 3,702 $492K
Mma Asset Management LLC 0.19% Reduce -87.9% 3,695 $491K
Pines Wealth Management, LLC 0.17% No change 3,572 $488K
Smith Chas P & Associates Pa Cpas 0.03% No change 3,670 $487K
Foundations Investment Advisors, LLC 0.01% Add +12.4% 3,649 $485K
Red Tortoise LLC 0.24% Add +0.1% 3,636 $483K
Bull Street Advisors, LLC 0.23% No change 3,625 $481K
Procyon Advisors, LLC 0.05% No change 3,608 $479K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 3,600 $478K
Weaver Consulting Group 0.13% Reduce -14.6% 3,594 $477K
FSA Investment Group, LLC 0.35% Add +1.0% 3,591 $477K
Rogco, LP 0.18% No change 3,590 $477K
Trilogy Capital Inc. 0.02% Reduce -91.1% 3,579 $475K
Nikulski Financial, Inc. 0.13% Reduce -6.5% 3,567 $474K
TFC Financial Management, Inc. 0.06% Add +2.3% 3,567 $474K
Navis Wealth Advisors, LLC 0.40% Add +1.5% 3,558 $473K
Interchange Capital Partners, LLC 0.11% Reduce -0.1% 3,543 $471K
Clark Capital Management Group, Inc. 0.00% Add +3.6% 3,534 $469K
Baring Financial LLC 0.35% Reduce -3.8% 3,518 $467K
Exencial Wealth Advisors, LLC 0.02% Reduce -0.2% 3,510 $466K
Bangor Savings Bank 0.04% Reduce -2.6% 3,507 $466K
Bank of New Hampshire 0.12% No change 3,500 $465K
180 Wealth Advisors, LLC 0.06% Add +0.1% 3,497 $464K
Summit Financial, LLC 0.01% Add +0.8% 3,495 $464K
West Paces Advisors Inc. 0.10% No change 3,494 $464K
J. W. Coons Advisors, LLC 0.10% No change 3,492 $464K
Hixon Zuercher, LLC 0.15% Add +5.3% 3,489 $463K
Investment Partners, LTD. 0.17% Add +0.2% 3,467 $460K
Insight Wealth Strategies, LLC 0.06% Add +0.8% 3,395 $460K
Simplicity Wealth,LLC 0.02% Add +22.6% 3,454 $459K
Carl P. Sherr & Co., LLC 0.23% No change 3,432 $456K
Barrett & Company, Inc. 0.17% Add +0.6% 3,426 $455K
Waypoint Wealth Partners Inc. 0.11% No change 3,410 $453K
Litman Gregory Wealth Management LLC 0.04% No change 3,400 $452K
Zions Bancorporation, National Association 0.02% No change 3,390 $450K
Flputnam Investment Management Co. 0.01% Reduce -26.0% 3,388 $450K
Parsons Capital Management Inc. 0.03% Add +8.0% 3,387 $450K
Chancellor Financial Group WB LP 0.35% Add +0.0% 3,383 $449K
Total Clarity Wealth Management, Inc. 0.13% Reduce -6.6% 3,378 $449K
HCR Wealth Advisors 0.05% No change 3,373 $448K
Allie Family Office LLC 0.22% Add +12.3% 3,370 $448K
M. Kulyk & Associates, LLC 0.10% Reduce -29.3% 3,369 $447K
Provident Wealth Management, LLC 0.15% Reduce -7.5% 3,355 $446K
Sage Capital Management, LLC 0.21% Add +0.8% 3,353 $445K
Secure Asset Management, LLC 0.08% Add +0.4% 3,353 $445K
Birchcreek Wealth Management, LLC 0.25% Add +0.1% 3,347 $444K
Journey Strategic Wealth LLC 0.01% Add +2.4% 3,331 $442K
Alerus Financial NA 0.03% No change 3,304 $439K
Farmers & Merchants Investments Inc. 0.01% No change 3,294 $437K
Ascent Group, LLC 0.02% New 3,286 $436K
Purkiss Capital Advisors LLC 0.24% Add +102.6% 3,278 $435K
Smith Thornton Advisors LLC 0.25% Reduce -4.2% 3,275 $435K
Strategic Wealth Partners, Ltd. 0.03% — 3,264 $433K
Ritter Daniher Financial Advisory LLC / DE 0.11% No change 3,251 $432K
Cambridge Advisors Inc. 0.09% No change 3,250 $432K
Mather Group, Llc. 0.00% Add +13.3% 3,227 $429K
SlateStone Wealth, LLC 0.04% Add +0.2% 3,206 $426K
ProVise Management Group, LLC 0.03% No change 3,193 $424K
Aspire Capital Advisors LLC 0.12% No change 3,180 $422K
Optimum Investment Advisors 0.18% Reduce -5.9% 3,173 $421K
Grassi Investment Management 0.03% Reduce -4.8% 3,167 $421K
WFA of San Diego, LLC 0.31% — 3,161 $420K
Connable Office Inc. 0.04% New 3,150 $418K
Integrity Alliance, Llc. 0.02% Reduce -52.6% 3,138 $417K
Northstar Group, Inc. 0.07% No change 3,126 $415K
Vision Capital Management, Inc. 0.05% No change 3,099 $412K
Jamison Private Wealth Management, Inc. 0.06% Add +0.2% 3,086 $410K
Citadel Advisors 0.00% Add +92.8% 3,081 $409K
Future Financial Wealth Managment LLC 0.28% No change 3,065 $407K
Continuum Wealth Advisors, LLC 0.20% No change 3,058 $406K
Primoris Wealth Advisors, LLC 0.28% New 3,051 $405K
Thrive Wealth Management, LLC 0.07% Add +0.3% 3,047 $405K
Moss Adams Wealth Advisors LLC 0.04% No change 3,013 $400K
Providence Capital Advisors, LLC 0.07% Add +11.0% 3,012 $400K
TrueWealth Advisors, LLC 0.12% No change 3,000 $398K
Pension & Wealth Management Advisors, Inc. 0.13% Add +0.9% 2,996 $398K
NORTHSTAR ASSET MANAGEMENT Co 0.09% No change 2,960 $393K
Waters Parkerson & Co., LLC 0.02% No change 2,960 $393K
Horizon Investments, LLC 0.01% Reduce -6.3% 2,954 $392K
Essex Bank 0.09% Reduce -0.5% 2,947 $391K
Lee Danner & Bass Inc. 0.03% Reduce -12.0% 2,945 $391K
Balanced Wealth Group LLC 0.17% Add +1.0% 2,891 $390K
2UniFi Bank 0.22% No change 2,925 $388K
AF Advisors, Inc. 0.13% Add +0.2% 2,909 $386K
Busey Bank 0.01% Reduce -24.1% 2,897 $385K
Twele Capital Management, Inc. 0.08% Reduce -5.5% 2,894 $384K
Sage Capital Advisors,llc 0.09% Add +0.9% 2,888 $384K
FC Advisory LLC 0.12% Add +0.6% 2,886 $383K
Davis R M Inc. 0.01% Add +7.0% 2,878 $382K
Arrowroot Family Office, LLC 0.17% — 2,876 $382K
First Fiduciary Investment Counsel, Inc. 0.08% New 2,872 $381K
Simplex Trading, LLC 0.01% Add +58.3% 2,870 $381K
Sonora Investment Management Group, LLC 0.03% Add +1.8% 2,860 $380K
Private Wealth Asset Management, LLC 0.05% No change 2,852 $379K
Pflug Koory, LLC 0.19% Reduce -1.7% 2,848 $378K
Vantage Investment Partners, LLC 0.03% No change 2,845 $378K
STAR Financial Bank 0.24% New 2,840 $377K
Stiles Financial Services Inc 0.13% Add +0.6% 2,835 $376K
PBMares Wealth Management LLC 0.07% Add +1.2% 2,828 $376K
Creekmur Asset Management LLC 0.07% Add +112.7% 2,825 $375K
Atlantic Union Bankshares Corp 0.01% New 2,819 $374K
Armor Investment Advisors, LLC 0.14% Reduce -2.2% 2,811 $373K
Dixon Fnancial Services, Inc. 0.19% No change 2,805 $373K
Obermeyer Wealth Partners 0.02% Reduce -0.7% 2,799 $372K
Courage Miller Partners, LLC 0.12% Add +28.6% 2,795 $371K
StoneX Group Inc. 0.02% Reduce -6.6% 2,783 $370K
Capital Market Strategies LLC 0.26% Reduce -1.6% 2,783 $370K
Worth Financial Advisory Group, LLC 0.23% Add +29.0% 2,777 $369K
BLB&B Advisors, LLC 0.02% Add +7.9% 2,770 $368K
Henrickson Nauta Wealth Advisors, Inc. 0.13% No change 2,768 $368K
Silvercrest Asset Management Group LLC 0.00% Add +13.4% 2,764 $367K
Sentinel Trust Co. Lba 0.04% No change 2,755 $366K
Certuity, LLC 0.03% Reduce -1.4% 2,755 $366K
Alpine Bank Wealth Management 0.06% Reduce -31.3% 2,750 $365K
Fairvoy Private Wealth, LLC 0.09% No change 2,734 $363K
Oakworth Capital, Inc. 0.02% No change 2,713 $360K
Compound Planning, Inc. 0.01% Reduce -4.4% 2,711 $360K
Hunter Associates Investment Management LLC 0.05% Reduce -28.9% 2,701 $360K
PMG Wealth Management, Inc. 0.30% Reduce -3.4% 2,708 $360K
Ironwood Investment Counsel, LLC 0.06% Add +10.8% 2,708 $360K
YANKCOM Partnership 0.18% No change 2,700 $359K
Northwest Financial Advisors 0.50% Add +0.3% 2,698 $358K
HRT Financial LP 0.00% Reduce -60.2% 2,699 $358K
CFM Wealth Partners LLC 0.06% No change 2,693 $358K
LongView Wealth Management 0.11% Add +0.1% 2,687 $357K
Southland Equity Partners LLC 0.08% Add +43.1% 2,683 $356K
Brookstone Capital Management 0.00% Add +0.1% 2,683 $356K
Diversified Trust Co. 0.01% No change 2,682 $356K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +6.4% 2,675 $355K
Cardiff Park Advisors, LLC 0.03% No change 2,671 $355K
Donald L. Hagan, LLC 0.18% No change 2,670 $355K
Wedmont Private Capital 0.02% Reduce -6.0% 2,606 $355K
Benedict Financial Advisors Inc. 0.08% Add +1.8% 2,666 $354K
Fairview Capital Investment Management, LLC 0.02% No change 2,664 $354K
Orleans Capital Management Corp. 0.19% No change 2,650 $352K
Capital Advisors Inc. 0.01% Add +0.2% 2,638 $350K
Tudor Financial Inc. 0.20% Add +0.0% 2,619 $348K
Calton & Associates, Inc. 0.06% Add +1.1% 2,609 $347K
Gainplan LLC 0.16% Reduce -2.8% 2,593 $344K
Palisade Asset Management, LLC 0.03% No change 2,590 $344K
KPP Advisory Services LLC 0.06% No change 2,588 $344K
Meeder Advisory Services, Inc. 0.02% Reduce -2.4% 2,585 $343K
MassMutual Private Wealth & Trust, FSB 0.01% Add +21.1% 2,580 $343K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +4.2% 2,572 $342K
Glassman Wealth Services 0.05% No change 2,569 $341K
Biltmore Family Office, LLC 0.06% Reduce -3.8% 2,567 $341K
American Financial & Tax Strategies Inc. 0.18% No change 2,553 $339K
Passive Capital Management, LLC. 0.11% No change 2,500 $338K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 2,548 $338K
Commonwealth Financial Services, LLC 0.06% No change 2,536 $337K
Calamos Wealth Management LLC 0.01% No change 2,533 $336K
Rockland Trust Co. 0.02% Reduce -6.5% 2,531 $336K
Vise Technologies, Inc. 0.01% — 2,523 $335K
Marquette Asset Management, LLC 0.06% No change 2,508 $333K
Mengis Capital Management, Inc. 0.07% No change 2,500 $332K
Colonial Trust Co / SC 0.05% Reduce -1.4% 2,488 $330K
Silver Oak Securities, Incorporated 0.03% New 2,479 $329K
AllSquare Wealth Management LLC 0.18% No change 2,476 $329K
Elk River Wealth Management LLC 0.06% No change 2,471 $328K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.1% 2,467 $328K
Mystic Asset Management, Inc. 0.08% Reduce -0.6% 2,464 $327K
First Heartland Consultants, Inc. 0.03% Reduce -1.3% 2,455 $326K
Northwest Bancshares, Inc. 0.06% Reduce -0.9% 2,453 $326K
Grove Bank & Trust 0.04% No change 2,452 $326K
Cornerstone Advisory, LLC 0.03% Add +0.6% 2,440 $324K
Rodgers Brothers Inc. 0.04% No change 2,422 $322K
Soltis Investment Advisors LLC 0.03% Add +0.0% 2,402 $319K
United Bank 0.04% No change 2,399 $319K
Avidian Wealth Enterprises, LLC 0.01% Add +8.5% 2,392 $318K
Pacific Sun Financial Corp 0.17% No change 2,392 $318K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -9.3% 2,386 $317K
WoodTrust Financial Corp 0.04% No change 2,368 $314K
Philadelphia Trust Co. 0.02% Reduce -9.6% 2,363 $314K
BridgePort Financial Solutions, LLC 0.10% Add +3.0% 2,360 $313K
Grandview Asset Management LLC 0.10% Add +0.4% 2,357 $313K
Highview Capital Management LLC 0.12% No change 2,348 $312K
Fogel Capital Management, Inc. 0.17% Reduce -18.3% 2,345 $311K
BlueChip Wealth Advisors LLC 0.13% No change 2,342 $311K
Bouvel Investment Partners, LLC 0.10% Reduce -88.0% 2,335 $310K
Clifford Swan Investment Counsel LLC 0.01% Reduce -7.9% 2,333 $310K
Clarus Group, Inc. 0.11% No change 2,329 $309K
Coastal Bridge Advisors, LLC 0.03% New 2,321 $308K
GWN Securities Inc. 0.06% Reduce -54.4% 2,316 $308K
IRON Financial LLC 0.16% Add +0.7% 2,318 $308K
Access Financial Services, Inc. 0.12% No change 2,317 $308K
Westmount Partners, LLC 0.08% Reduce -2.6% 2,298 $305K
Clientfirst Wealth Management, LLC 0.31% No change 2,285 $303K
RFG Advisory, LLC 0.01% Reduce -7.6% 2,280 $303K
Affiance Financial, LLC 0.06% No change 2,275 $302K
One Capital Management, LLC 0.01% No change 2,268 $301K
Arbor Investment Advisors, LLC 0.04% Reduce -2.0% 2,266 $301K
City National Bank of Florida 0.22% Reduce -12.7% 2,263 $301K
Heritage Wealth Advisors 0.01% No change 2,260 $300K
Plante Moran Financial Advisors, LLC 0.02% Add +6.5% 2,256 $300K
Pacific Capital Wealth Advisors, Inc. 0.05% No change 2,209 $299K
HWG Holdings LP 0.09% No change 2,250 $299K
Dynamic Advisor Solutions LLC 0.01% Reduce -7.1% 2,249 $299K
GM Advisory Group, LLC 0.01% Add +0.6% 2,245 $298K
Castle Wealth Management LLC 0.11% Add +4.7% 2,242 $298K
Certified Advisory Corp 0.03% No change 2,240 $297K
Signaturefd, LLC 0.01% Add +25.6% 2,235 $297K
Capital Investment Advisory Services, LLC 0.02% Reduce -1.1% 2,217 $294K
Victrix Investment Advisors 0.13% Add +9.4% 2,210 $294K
American Institute for Advanced Investment Management, LLP 0.20% No change 2,181 $290K
JB Capital LLC 0.01% New 2,180 $290K
Pacific Center for Financial Services 0.08% Add +0.7% 2,177 $289K
Northeast Investment Management 0.01% Add +6.2% 2,174 $289K
Security National Bank of Sioux City Iowa 0.20% Reduce -15.3% 2,165 $288K
Connecticut Wealth Management, LLC 0.01% No change 2,156 $286K
Silverlake Wealth Management LLC 0.08% New 2,150 $286K
Cobblestone Capital Advisors LLC 0.01% New 2,141 $284K
Money Concepts Capital Corp. 0.02% Reduce -5.0% 2,137 $284K
Hoffman, Alan N Investment Management 0.14% No change 2,134 $283K
FSA Wealth Management LLC 0.11% Add +0.1% 2,133 $283K
GW&K Investment Management, LLC 0.00% Add +3.6% 2,131 $283K
Orion Capital Management LLC 0.11% Reduce -8.6% 2,130 $283K
Ritholtz Wealth Management 0.01% Reduce -15.8% 2,118 $281K
First Western Trust Bank 0.01% No change 2,116 $281K
Hantz Financial Services, Inc. 0.00% New 2,116 $281K
TPG Financial Advisors, LLC 0.11% New 2,115 $281K
Investors Asset Management of Georgia Inc. /Ga/ 0.13% No change 2,113 $281K
AdvisorNet Financial, Inc 0.02% Add +0.2% 2,110 $280K
Gilman Hill Asset Management, LLC 0.05% Reduce -10.6% 2,110 $280K
Mairs & Power Inc. 0.00% Reduce -50.8% 2,105 $280K
Insight Advisors, LLC/ PA 0.04% Add +0.3% 2,097 $279K
Sterling Investment Advisors LLC 0.14% Add +42.9% 2,494 $278K
Harbor Asset Planning, Inc. 0.26% — 2,088 $277K
Klingenstein Fields & Co. LP 0.01% No change 2,087 $277K
Capital Investment Counsel, LLC 0.04% Reduce -5.0% 2,085 $277K
Avantax Planning Partners, Inc. 0.01% No change 2,082 $277K
Heritage Financial Services, LLC 0.03% Reduce -1.2% 2,064 $274K
Accelerate Investment Advisors LLC 0.20% New 2,057 $273K
First American Bank 0.02% No change 2,050 $272K
CIBC Asset Management Inc 0.00% No change 2,050 $272K
Denver Wealth Management, Inc. 0.11% Reduce -2.0% 2,045 $272K
Sigma Investment Counselors Inc. 0.01% Add +8.2% 2,045 $272K
ABLE Financial Group, LLC 0.07% Reduce -37.7% 2,041 $271K
Staley Capital Advisers Inc. 0.01% No change 2,041 $271K
Colonial Trust Advisors 0.02% Add +0.1% 2,041 $271K
Sensible Money, LLC 0.10% Add +0.9% 2,040 $271K
BTG Pactual Asset Management US LLC 0.04% No change 2,040 $271K
Bluespring Wealth Management, LLC 0.03% Add +0.4% 2,034 $270K
Montag A & Associates Inc. 0.01% No change 2,026 $269K
Stillwater Capital Advisors, LLC 0.03% Add +2.5% 2,021 $268K
Carson Advisory Inc. 0.17% Reduce -7.0% 2,009 $267K
Provenance Wealth Advisors, LLC 0.04% No change 2,008 $267K
South Plains Financial, Inc. 0.19% No change 2,008 $267K
Perennial Investment Advisors, LLC 0.03% Add +25.0% 2,002 $266K
Gridiron Partners, LLC 0.16% No change 2,000 $266K
Bantamac Capital, LLC 0.10% No change 2,000 $266K
Augustine Asset Management Inc. 0.07% Reduce -6.2% 2,000 $266K
KFA Private Wealth Group, LLC 0.08% Reduce -0.2% 1,989 $264K
Renasant Bank 0.18% No change 1,985 $264K
American Trust 0.02% New 1,983 $263K
Sepio Capital, LP 0.02% No change 1,975 $262K
Avion Wealth 0.06% Reduce -9.1% 1,978 $262K
Summit Investment Advisors, Inc. 0.22% Add +0.9% 1,955 $262K
Forum Financial Management, LP 0.00% No change 1,966 $261K
LCNB Corp. 0.09% No change 1,965 $261K
Sterling Wealth Management, Inc. 0.09% — 1,961 $260K
Cedar Wealth Management, LLC 0.09% No change 1,944 $258K
Altus Wealth Group LLC 0.11% Add +0.1% 1,936 $257K
Melfa Wealth Management, Inc. 0.16% Add +1.3% 1,925 $256K
Sterling Financial Planning, Inc. 0.09% Reduce -0.6% 1,922 $255K
Manuka Financial, LLC 0.14% No change 1,915 $254K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -15.7% 1,911 $254K
Olistico Wealth, LLC 0.14% Add +169.5% 1,908 $253K
Dudley Capital Management, LLC 0.13% No change 1,900 $252K
CFO4Life Group, LLC 0.04% No change 1,900 $252K
Grandfield & Dodd, LLC 0.01% New 1,899 $252K
Vicus Capital 0.02% Add +0.5% 1,898 $252K
Wealthcare Capital Partners, LLC 0.13% Add +1.0% 1,889 $251K
Valley National Advisers Inc. 0.04% No change 1,889 $250K
Chilton Capital Management LLC 0.01% Add +3018.3% 1,871 $248K
Maia Wealth LLC 0.05% Reduce -41.9% 1,870 $248K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +0.3% 1,867 $248K
Pure Financial Advisors, LLC 0.00% New 1,863 $247K
Gateway Wealth Partners, LLC 0.05% Reduce -5.8% 1,856 $246K
Spirepoint Private Client, LLC 0.03% New 1,853 $246K
Neuberger Berman Group LLC 0.00% Add +1.8% 1,844 $245K
Rothschild Investment LLC 0.02% No change 1,840 $244K
American Financial Advisors, LLC 0.03% Add +0.1% 1,838 $244K
Tudor Investment Corporation 0.00% New 1,836 $244K
McKinley Carter Wealth Services, Inc. 0.01% No change 1,835 $244K
Anchor Investment Management, LLC 0.02% Add +5.9% 1,822 $242K
Bristlecone Advisors, LLC 0.02% Reduce -1.6% 1,808 $240K
Bryn Mawr Trust Advisors, LLC 0.01% No change 1,792 $238K
Lauterbach Financial Advisors, LLC 0.13% No change 1,790 $238K
Advisors Capital Management, LLC 0.00% Reduce -3.2% 1,789 $238K
Nicolet Advisory Services, LLC 0.02% Add +7.3% 1,772 $237K
CoreFirst Bank & Trust 0.13% Reduce -21.9% 1,779 $236K
Norden Group LLC 0.03% No change 1,773 $235K
Dunhill Financial, LLC 0.07% Add +12.2% 1,769 $235K
Chevy Chase Trust Holdings, LLC 0.00% New 1,760 $234K
Diversified Enterprises, LLC 0.02% New 1,754 $233K
Fisher Asset Management 0.00% Add +10.3% 1,751 $233K
Ring Mountain Capital, LLC 0.14% Reduce -0.1% 1,708 $232K
AtlasMark Financial, Inc 0.18% No change 1,743 $231K
Motco 0.02% No change 1,711 $231K
Cairn Investment Group, Inc. 0.12% No change 1,742 $231K
Hills Bank & Trust Co 0.01% Reduce -7.0% 1,739 $231K
Gray Private Wealth, LLC 0.12% No change 1,729 $230K
Semus Wealth Partners LLC 0.15% Reduce -9.8% 1,727 $229K
Allegheny Financial Group 0.05% Add +0.2% 1,726 $229K
Mitchell McLeod Pugh & Williams Inc. 0.04% No change 1,721 $229K
Annex Advisory Services, LLC 0.01% No change 1,714 $228K
North Star Asset Management Inc. 0.01% No change 1,710 $227K
DF Dent & Co. Inc. 0.00% No change 1,705 $226K
Traphagen Investment Advisors LLC 0.02% Add +0.2% 1,705 $226K
Hickory Point Bank & Trust 0.18% No change 1,698 $226K
Hoxton Planning & Management, LLC 0.08% New 1,695 $225K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -2.0% 1,692 $225K
Piscataqua Savings Bank 0.19% No change 1,690 $224K
Visionary Wealth Advisors 0.01% Add +8.7% 1,683 $223K
Uhlmann Price Securities, LLC 0.16% No change 1,680 $223K
Sard Wealth Management Group, LLC 0.14% Add +0.4% 1,676 $223K
Francis Financial, Inc. 0.05% No change 1,675 $222K
Middleton & Co. Inc. 0.03% No change 1,675 $222K
Insight Inv LLC 0.15% No change 1,662 $221K
Chemistry Wealth Management LLC 0.05% Reduce -1.7% 1,657 $220K
Pasadena Private Wealth, LLC 0.04% Add +0.3% 1,655 $220K
Wealth Advisory Solutions, LLC 0.06% Add +2.7% 1,648 $219K
Prosperity Financial Group, Inc. 0.09% New 1,647 $219K
Morton Capital Management LLC 0.04% No change 1,638 $218K
Caliber Wealth Management, LLC / KS 0.02% New 1,638 $218K
Moneco Advisors, LLC 0.02% Reduce -9.8% 1,637 $217K
Phillips Financial Management, LLC 0.02% Reduce -0.1% 1,632 $217K
First Merchants Corp. 0.01% No change 1,632 $217K
1 North Wealth Services LLC 0.09% Reduce -8.3% 1,631 $217K
Allred Capital Management, LLC 0.08% Reduce -25.7% 1,633 $216K
Institute for Wealth Management, LLC. 0.02% Reduce -18.7% 1,630 $216K
ARS Wealth Advisors Group, LLC 0.03% No change 1,628 $216K
Unified Investment Management 0.23% No change 1,627 $216K
Garden State Investment Advisory Services LLC 0.06% Add +0.8% 1,623 $216K
Parkside Financial Bank & Trust 0.02% Reduce -4.4% 1,624 $216K
Arq Wealth Advisors, LLC 0.07% No change 1,600 $215K
Fidelity D & D Bancorp Inc. 0.13% Reduce -6.7% 1,614 $214K
Duncan Williams Asset Management, LLC 0.07% Add +0.9% 1,612 $214K
Northstar Advisory Group, LLC 0.10% Reduce -4.5% 1,611 $214K
Howard Wealth Management, LLC 0.11% Add +0.2% 1,608 $213K
Columbia Bank 0.07% New 1,570 $213K
Firestone Capital Management 0.05% No change 1,601 $213K
Carderock Capital Management Inc. 0.05% No change 1,600 $212K
OneAscent Family Office, LLC 0.20% No change 1,600 $212K
TABR Capital Management, LLC 0.18% Add +0.9% 1,595 $212K
AJ Advisors, LLC 0.09% Add +0.7% 1,594 $212K
St Germain D J Co. Inc. 0.01% Reduce -18.1% 1,594 $212K
United Asset Strategies, Inc. 0.02% No change 1,592 $211K
Adapt Wealth Advisors, LLC 0.09% No change 1,590 $211K
Pettinga Financial Advisors LLC 0.05% Reduce -17.1% 1,575 $209K
Wick Capital Partners, LLC 0.05% Add +29.6% 2,040 $209K
KOM Wealth Management Group, LLC 0.17% Add +2.8% 1,574 $209K
Van Hulzen Asset Management, LLC 0.02% No change 1,567 $208K
Azimuth Capital Investment Management LLC 0.01% No change 1,567 $208K
Golden State Wealth Management, LLC 0.03% Reduce -7.9% 1,566 $208K
Seneca Financial Advisors LLC 0.08% Add +0.6% 1,564 $208K
Sagespring Wealth Partners, LLC 0.00% Add +4.8% 1,561 $207K
Latitude Advisors, LLC 0.10% Add +0.1% 1,561 $207K
Confluence Wealth Services, Inc. 0.01% New 1,559 $207K
Breakwater Investment Management 0.08% No change 1,558 $207K
Houlihan Financial Resource Group, Ltd. 0.09% No change 1,524 $206K
Rise Advisors, LLC 0.08% Add +0.4% 1,544 $205K
Octavia Wealth Advisors, LLC 0.02% Reduce -8.9% 1,540 $205K
Great Lakes Advisors, LLC 0.00% Reduce -31.0% 1,540 $205K
MRWM Advisors, LLC 0.13% No change 1,537 $204K
PGIM Custom Harvest LLC 0.00% New 1,535 $204K
Hubbell Strickland Wealth Management, LLC 0.09% Add +0.9% 1,534 $204K
Fiduciary Alliance LLC 0.02% Add +0.1% 1,530 $203K
Saxon Interests, Inc. 0.09% No change 1,504 $202K
Dentgroup LLC 0.14% No change 1,519 $202K
LVM Capital Management Ltd. 0.02% No change 1,516 $201K
Oak Hill Wealth Advisors, LLC 0.04% New 1,478 $201K
Iron Gate Global Advisors LLC 0.02% No change 1,511 $201K
Highline Wealth Partners LLC 0.06% No change 1,507 $200K
Nilsine Partners, LLC 0.02% No change 1,506 $200K
GAMMA Investing LLC 0.01% No change 1,506 $200K
Topsail Wealth Management, LLC 0.04% No change 1,500 $199K
Moisand Fitzgerald Tamayo, LLC 0.03% Add +7.1% 1,500 $199K
Founders Financial Alliance, LLC 0.04% Reduce -34.6% 1,447 $192K
Gitterman Wealth Management, LLC 0.04% New 1,431 $190K
Larson Financial Group LLC 0.01% Add +4.7% 1,388 $184K
BankPlus Trust Department 0.05% No change 1,388 $184K
Costello Asset Management, INC 0.07% Add +0.8% 1,388 $184K
Tortoise Investment Management, LLC 0.02% No change 1,349 $179K
Ancora Advisors LLC 0.00% No change 1,332 $177K
Russell Investments Group, Ltd. 0.00% Reduce -26.3% 1,315 $175K
Concord Wealth Partners 0.03% Add +1.0% 1,313 $174K
Morling Financial Advisors, LLC 0.06% New 1,308 $174K
Cranbrook Wealth Management, LLC 0.04% No change 1,281 $170K
Missouri Trust & Investment Co 0.06% Reduce -0.8% 1,270 $169K
North Capital, Inc. 0.14% No change 1,263 $168K
LRI Investments, LLC 0.01% No change 1,255 $167K
SRH Advisors, LLC 0.05% No change 1,232 $164K
First Financial Corp. 0.07% No change 1,211 $161K
Evolution Wealth Management Inc. 0.20% — 1,199 $159K
Physician Wealth Advisors, Inc. 0.03% Add +0.1% 1,197 $159K
Riverview Trust Co 0.20% No change 1,196 $159K
Westend Capital Management, LLC 0.05% No change 1,180 $157K
WealthShield Partners, LLC 0.02% Add +31.9% 1,179 $157K
Capital Investment Counsel, Inc 0.02% No change 1,152 $153K
Cherry Tree Wealth Management, LLC 0.04% No change 1,145 $152K
Hanson & Doremus Investment Management 0.02% No change 1,127 $150K
Glass Jacobson Investment Advisors llc 0.06% Add +1.7% 1,128 $150K
NBT Bank, N.A. 0.01% Reduce -26.7% 1,123 $149K
Old Second National Bank of Aurora 0.03% Reduce -11.2% 1,110 $147K
CNB Bank 0.07% No change 1,102 $146K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,094 $145K
Country Trust Bank 0.00% Add +36.3% 1,093 $145K
Rialto Wealth Management, LLC 0.04% Reduce -43.7% 1,087 $144K
Angeles Wealth Management, LLC 0.01% Add +1.9% 1,086 $144K
Blue Trust, Inc. 0.00% Reduce -0.1% 1,060 $141K
Crews Bank & Trust 0.02% No change 1,038 $138K
Lowe Wealth Advisors, LLC 0.05% No change 1,017 $135K
FWL Investment Management, LLC 0.04% No change 1,015 $135K
Raffa Wealth Management, LLC 0.03% Add +0.9% 999 $133K
Peoples Financial Services Corp. 0.06% Add +8.4% 951 $126K
Crewe Advisors LLC 0.02% Add +0.8% 936 $124K
Armstrong Advisory Group, Inc. 0.01% Add +81.2% 935 $124K
Crowley Wealth Management, Inc. 0.11% Add +4.3% 920 $122K
Grand Wealth Management, LLC 0.06% No change 899 $119K
WFA Asset Management Corp 0.06% Reduce -81.6% 920 $111K
Sterling Capital Management LLC 0.00% Reduce -41.5% 832 $110K
Gen-Wealth Partners Inc 0.04% No change 823 $109K
Matrix Private Capital Group LLC 0.06% Reduce -27.4% 793 $105K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -63.4% 778 $103K
Key Financial Inc 0.02% No change 764 $101K
Caldwell Sutter Capital, Inc. 0.05% No change 756 $100K
Finley Financial, LLC 0.05% No change 730 $97K
Financial Network Wealth Advisors LLC 0.11% No change 708 $94K
MCF Advisors LLC 0.01% No change 701 $93K
Cape Investment Advisory, Inc. 0.03% No change 700 $93K
Creative Financial Designs Inc. 0.01% Reduce -8.0% 682 $91K
Marshall & Sterling Wealth Advisors Inc. 0.06% Add +0.1% 661 $88K
West Oak Capital, LLC 0.04% No change 650 $86K
Beaird Harris Wealth Management, LLC 0.01% No change 642 $85K
Accordant Advisory Group Inc 0.06% No change 633 $84K
Winnacle Wealth LLC 0.06% New 633 $84K
High Note Wealth, LLC 0.02% No change 579 $77K
Garde Capital, Inc. 0.00% No change 570 $76K
Schroder Investment Management Group 0.00% No change 570 $76K
Berkshire Money Management, Inc. 0.01% New 566 $75K
Clearstead Trust, LLC 0.01% No change 560 $74K
Friedenthal Financial 0.04% Reduce -2.6% 557 $74K
Coston, McIsaac & Partners 0.02% No change 549 $72K
Nalls Sherbakoff Group, LLC 0.05% No change 537 $71K
City State Bank 0.02% No change 530 $70K
Elequin Capital, LP 0.02% New 518 $69K
Millstone Evans Group, LLC 0.05% No change 517 $69K
AlphaCore Capital LLC 0.00% New 514 $68K
Pittenger & Anderson Inc. 0.00% Reduce -25.6% 508 $67K
VSM Wealth Advisory, LLC 0.02% Add +0.8% 506 $67K
Richardson Financial Services Inc. 0.04% No change 494 $67K
ORG Partners LLC 0.01% No change 488 $66K
Financial Connections Group, Inc. 0.03% No change 497 $66K
Fortitude Family Office, LLC 0.02% No change 490 $65K
MilWealth Group LLC 0.02% No change 487 $65K
GHP Investment Advisors, Inc. 0.00% Add +0.8% 483 $64K
Ballast Advisors LLC 0.02% No change 482 $64K
N.E.W. Advisory Services LLC 0.01% No change 480 $64K
Rossby Financial, LCC 0.02% No change 472 $63K
Elevation Wealth Partners, LLC 0.02% Add +0.4% 469 $62K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 468 $62K
Creative Capital Management Investments LLC 0.02% Add +82.1% 459 $61K
MTM Investment Management, LLC 0.02% No change 450 $60K
Adirondack Trust Co. 0.02% No change 450 $60K
First PREMIER Bank 0.01% No change 447 $59K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.4% 432 $57K
Cornerstone National Bank & Trust Co 0.02% No change 420 $56K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.5% 416 $55K
EPG Wealth Management LLC 0.02% No change 413 $55K
IAG Wealth Partners, LLC 0.01% Add +1.0% 404 $54K
CX Institutional 0.00% No change 398 $53K
Morris Financial Concepts, Inc. 0.02% Reduce -0.3% 397 $53K
Hollencrest Capital Management 0.00% No change 396 $53K
Morse Asset Management, Inc 0.01% No change 389 $52K
Fairman Group, LLC 0.04% Add +0.5% 378 $50K
Salomon & Ludwin, LLC 0.01% Reduce -3.9% 368 $50K
GPS Wealth Strategies Group, LLC 0.01% Add +3.0% 376 $50K
Roxbury Financial LLC 0.05% Add +1.1% 371 $49K
Hemington Wealth Management 0.01% No change 371 $49K
Hopwood Financial Services, Inc. 0.04% No change 366 $49K
Horizons Wealth Management 0.03% No change 360 $48K
Legacy Bridge, LLC 0.02% No change 350 $46K
Advanced Asset Management Advisors Inc 0.01% No change 348 $46K
Weaver Capital Management LLC 0.01% No change 325 $43K
Byrne Asset Management LLC 0.03% Reduce -35.0% 325 $43K
Oxford Financial Group, LTD. LLC 0.00% No change 323 $43K
Main Street Group, LTD 0.02% Reduce -35.5% 318 $42K
DHJJ Financial Advisors, Ltd. 0.02% Reduce -10.7% 317 $42K
MPWM Advisory Solutions, LLC 0.03% Add +1.0% 309 $41K
Pin Oak Investment Advisors Inc. 0.03% No change 311 $41K
NFSG Corp 0.01% Add +0.7% 307 $41K
Murphy & Mullick Capital Management Corp 0.03% Reduce -10.5% 306 $41K
Winthrop Capital Management, LLC 0.01% No change 304 $40K
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% No change 300 $40K
Atlas Capital Advisors Inc. 0.00% No change 300 $40K
Silicon Valley Capital Partners 0.00% Add +231.8% 292 $39K
Gables Capital Management Inc. 0.02% No change 289 $38K
Headlands Technologies LLC 0.00% New 288 $38K
1620 Investment Advisors, Inc. 0.03% Reduce -9.6% 283 $38K
Evelyn Partners Asset Management Ltd 0.01% No change 280 $37K
Cypress Capital Management LLC (WY) 0.04% No change 261 $35K
Ascentis Wealth Management, LLC 0.01% No change 254 $34K
Qube Research & Technologies Ltd 0.00% New 258 $34K
Koesten, Hirschmann & Crabtree, INC. 0.02% Add +0.8% 253 $34K
IMA Advisory Services, Inc. 0.00% No change 250 $33K
Financial Freedom, LLC 0.02% Reduce -11.1% 248 $33K
Beacon Capital Management, LLC 0.00% Add +0.8% 240 $32K
CGC Financial Services, LLC 0.01% No change 238 $32K
Toth Financial Advisory Corp. 0.00% No change 235 $31K
Kilter Group LLC 0.02% New 234 $31K
Total Investment Management Inc. 0.00% New 222 $29K
Financial Gravity Companies, Inc. 0.01% — 221 $29K
Trust Co 0.00% No change 220 $29K
Parvin Asset Management, LLC 0.03% New 206 $27K
Valley Wealth Managers, Inc. 0.00% Reduce -49.9% 204 $27K
Transamerica Financial Advisors, LLC 0.00% No change 203 $27K
S&T Bank 0.01% No change 203 $27K
Richards, Merrill & Peterson, Inc. 0.01% Reduce -49.5% 200 $27K
Rice Partnership, LLC 0.00% No change 200 $27K
Advisors Asset Management, Inc. 0.00% No change 178 $24K
McIlrath & Eck, LLC 0.00% No change 176 $23K
Centerpoint Advisors, LLC 0.01% No change 170 $23K
Team Financial Group, LLC 0.01% New 171 $23K
Park Square Financial Group, LLC 0.02% Add +0.6% 161 $21K
Addison Advisors LLC 0.01% Reduce -16.5% 152 $20K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 150 $20K
Catherine Avery Investment Management LLC 0.01% No change 149 $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 $17K
Medallion Wealth Advisors, LLC 0.01% No change 128 $17K
Consultiva Wealth Management, Corp. 0.05% No change 127 $17K
HHM Wealth Advisors, LLC 0.00% No change 123 $16K
Proathlete Wealth Management LLC 0.01% New 122 $16K
Advantage Trust Co 0.01% New 120 $16K
Financial Perspectives, Inc 0.00% No change 115 $15K
Tsfg, LLC 0.00% No change 110 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 112 $15K
Hartford Financial Management Inc. 0.00% No change 110 $15K
Paladin Advisory Group, LLC 0.01% No change 108 $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% No change 100 $13K
Quintet Private Bank (Europe) S.A. 0.00% No change 100 $13K
Hughes Financial Services, LLC 0.00% No change 97 $13K
Delta Asset Management LLC 0.00% No change 98 $13K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 90 $12K
Brooklyn Investment Group 0.00% New 84 $11K
Vermillion Wealth Management, Inc. 0.01% Add +1.2% 82 $11K
Bellwether Advisors, LLC 0.00% No change 77 $10K
Allspring Global Investments Holdings, LLC 0.00% No change 75 $10K
Robbins Farley 0.00% No change 75 $10K
Morgan Dempsey Capital Management LLC 0.00% Reduce -85.6% 75 $10K
TD Capital Management LLC 0.00% Add +1.4% 74 $10K
Inlight Wealth Management, LLC 0.01% No change 73 $10K
Princeton Global Asset Management LLC 0.00% Add +180.0% 70 $9K
Roble, Belko & Company, Inc 0.00% New 68 $9K
Center for Financial Planning, Inc. 0.00% No change 61 $8K
Register Financial Advisors LLC 0.00% No change 55 $7K
Comprehensive Financial Planning, Inc. 0.01% No change 53 $7K
Prestige Wealth Management Group LLC 0.00% No change 52 $7K
Strategic Investment Solutions, Inc. 0.00% New 50 $7K
Broadwater Capital Management LLC 0.00% Add +13181.0% 5,578 $6K
WPG Advisers, LLC 0.00% No change 36 $5K
Elevation Point Wealth Partners, LLC 0.00% New 30 $4K
Cheviot Value Management, LLC 0.00% No change 27 $4K
Compass Planning Associates Inc 0.00% Add +4.0% 26 $3K
Bfsg, LLC 0.00% No change 25 $3K
Central Pacific Bank - Trust Division 0.00% No change 18 $2K
New Millennium Group LLC 0.00% No change 16 $2K
Tanglewood Legacy Advisors, LLC 0.00% No change 15 $2K
Transce3nd, LLC 0.00% Add +600.0% 14 $2K
Rakuten Securities, Inc. 0.00% Add +120.0% 11 $1K
Semmax Financial Advisors Inc. 0.00% No change 10 $1K
West Branch Capital LLC 0.00% No change 4 $532
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.