iShares Select Dividend ETFDVYETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,389 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 80 from Q3 2025. 69 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($918.4M) and Wells Fargo & Company ($537.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.6M |
| Exits | 44 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,266,617 shares bought and 1,063,386 shares sold, net +2,203,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,389 holders
| Bank of America Corp. | 0.08% | Add +0.9% | 8,170,168 | $1.2B |
| Morgan Stanley | 0.05% | Add +3.6% | 6,506,794 | $918.4M |
| Wells Fargo & Company | 0.11% | Add +1.9% | 3,807,955 | $537.5M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -3.2% | 3,553,910 | $501.6M |
| Royal Bank of Canada | 0.08% | Add +3.9% | 3,073,777 | $433.8M |
| Northern Trust Corp. | 0.06% | Reduce -0.9% | 3,055,839 | $431.3M |
| LPL Financial LLC | 0.07% | Add +3.8% | 1,789,466 | $252.6M |
| Bank of New York Mellon Corp | 0.04% | Add +1.4% | 1,695,711 | $239.3M |
| JPMorgan Chase & Co. | 0.02% | Add +6.3% | 1,646,552 | $232.4M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.4% | 1,401,610 | $197.8M |
| UBS Group AG | 0.03% | Add +3.0% | 1,189,865 | $167.9M |
| Raymond James Financial Inc. | 0.05% | Add +10.5% | 1,170,490 | $165.2M |
| Truist Financial Corp. | 0.21% | Reduce -0.7% | 1,135,305 | $160.2M |
| US Bancorp \de | 0.18% | Reduce -1.6% | 1,111,508 | $156.9M |
| Howard Capital Management, LLC | 1.85% | No change | 1,011,427 | $142.8M |
| Bank of Montreal | 0.05% | Add +4.6% | 779,821 | $110.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.5% | 693,902 | $97.9M |
| Northside Capital Management, LLC | 8.02% | Reduce -0.9% | 653,983 | $92.3M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -4.8% | 606,332 | $85.6M |
| Ameriprise Financial Inc. | 0.02% | Add +24.0% | 552,407 | $77.9M |
| Cetera Investment Advisers | 0.08% | Add +1.1% | 510,024 | $72.0M |
| Rockefeller Capital Management L.P. | 0.13% | Add +6.3% | 507,547 | $71.6M |
| Miller Howard Investments Inc. | 2.15% | Add +745.9% | 505,689 | $71.4M |
| Focus Partners Wealth | 0.08% | Add +11.5% | 466,225 | $65.8M |
| Comerica Bank | 0.24% | Reduce -1.2% | 427,919 | $60.4M |
| Mariner, LLC | 0.07% | Reduce -1.1% | 401,796 | $56.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -12.8% | 381,558 | $53.9M |
| HighTower Advisors, LLC | 0.05% | Add +0.5% | 331,560 | $46.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -9.2% | 309,870 | $43.7M |
| Creative Planning | 0.03% | Reduce -0.5% | 308,603 | $43.6M |
| AMG National Trust Bank | 1.02% | Reduce -0.4% | 305,140 | $43.1M |
| Stifel Financial Corp. | 0.04% | Add +2.4% | 303,545 | $42.8M |
| Pinnacle Financial Partners, Inc. | 0.32% | — | 300,276 | $42.4M |
| Cibc World Market Inc. | 0.07% | Reduce -1.1% | 285,436 | $40.3M |
| Commerce Bank | 0.21% | Reduce -2.9% | 275,567 | $38.9M |
| Moment Partners, LLC | 7.47% | Add +2.7% | 257,281 | $36.3M |
| Baird Financial Group, Inc. | 0.06% | Add +12.9% | 256,418 | $36.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +101.3% | 252,386 | $35.6M |
| M&T Bank Corp | 0.11% | Add +3.3% | 245,576 | $34.7M |
| Glenmede Trust Co. NA | 0.16% | — | 240,055 | $33.9M |
| Fifth Third Bancorp | 0.10% | Reduce -8.7% | 231,776 | $32.7M |
| LBMC Investment Advisors, LLC | 2.00% | Add +0.1% | 229,113 | $32.3M |
| Assetmark, Inc. | 0.06% | Add +1.2% | 223,106 | $31.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.6% | 220,730 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.4% | 212,133 | $30.8M |
| Susquehanna International Group, LLP | 0.04% | Add +11756.9% | 213,424 | $30.1M |
| Private Advisor Group, LLC | 0.13% | Reduce -0.1% | 191,291 | $27.0M |
| Ellis Investment Partners, LLC | 4.69% | Add +0.2% | 190,572 | $26.9M |
| Valmark Advisers, Inc. | 0.31% | Add +17.8% | 179,109 | $25.3M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 177,142 | $25.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +13.5% | 179,477 | $24.7M |
| First National Bank & Trust Co. of Newtown | 4.41% | Reduce -0.5% | 170,391 | $24.0M |
| Arcus Capital Partners, LLC | 8.55% | Reduce -3.7% | 168,662 | $23.8M |
| FMR LLC | 0.00% | Add +5.0% | 168,470 | $23.8M |
| GW Henssler & Associates Ltd. | 1.13% | Add +27.3% | 166,498 | $23.5M |
| Blair William & Co. | 0.06% | Add +12.1% | 165,015 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.1% | 162,276 | $22.9M |
| Fifth Third Wealth Advisors LLC | 0.73% | Reduce -2.8% | 147,879 | $20.9M |
| National Bank of Canada | 0.02% | Add +14.3% | 145,184 | $20.5M |
| &partners | 0.11% | Add +3.2% | 144,488 | $20.4M |
| Yukon Wealth Management, Inc. | 11.65% | Reduce -26.3% | 130,953 | $20.2M |
| Corient Private Wealth LP | 0.03% | Add +62.2% | 136,147 | $19.2M |
| HB Wealth Management, LLC | 0.12% | Add +5.7% | 133,966 | $18.9M |
| Cerity Partners LLC | 0.03% | Reduce -2.0% | 128,446 | $18.1M |
| Advisory Services Network, LLC | 0.25% | Reduce -0.8% | 127,604 | $18.0M |
| Trustmark Bank Trust Department | 1.08% | Reduce -1.8% | 120,811 | $17.1M |
| Cullen/Frost Bankers, Inc. | 0.19% | Add +8.3% | 120,639 | $17.0M |
| Capital Investment Advisors, LLC | 0.26% | Reduce -1.2% | 119,442 | $16.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.45% | Add +0.9% | 118,285 | $16.7M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.7% | 117,023 | $16.5M |
| IFG Advisors, LLC | 2.71% | Add +2.2% | 115,414 | $16.3M |
| Lido Advisors, LLC | 0.06% | Add +0.5% | 113,206 | $16.1M |
| Round Rock Advisors LLC | 2.35% | Add +2.7% | 110,913 | $15.7M |
| Equitable Holdings, Inc. | 0.10% | Add +2.1% | 107,764 | $15.2M |
| Kwmg, LLC | 1.29% | Add +3.0% | 105,927 | $15.0M |
| NTV Asset Management LLC | 1.58% | Reduce -1.5% | 105,686 | $14.9M |
| Moneta Group Investment Advisors LLC | 0.11% | Add +16.9% | 104,656 | $14.8M |
| Cresset Asset Management, LLC | 0.06% | Add +11.5% | 99,273 | $14.0M |
| Powell Investment Advisors, LLC | 4.76% | Add +2.4% | 97,861 | $13.8M |
| MML Investors Services, LLC | 0.03% | Add +10.5% | 94,915 | $13.4M |
| DAVENPORT & Co LLC | 0.07% | Add +10.6% | 93,269 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +5.0% | 92,585 | $13.1M |
| Bokf, NA | 0.20% | Add +53.0% | 90,709 | $12.8M |
| Captrust Financial Advisors | 0.02% | Reduce -1.8% | 89,002 | $12.6M |
| Old National Bancorp | 0.20% | Add +27.0% | 87,167 | $12.3M |
| MAI Capital Management | 0.07% | Reduce -0.0% | 84,424 | $11.9M |
| JGP Wealth Management, LLC | 1.24% | Reduce -0.7% | 84,380 | $11.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -10.0% | 82,732 | $11.7M |
| North Star Investment Management Corp. | 0.73% | Add +5.5% | 82,520 | $11.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -3.6% | 78,901 | $11.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +7.7% | 74,127 | $10.5M |
| Allen Investment Management, LLC | 0.11% | No change | 72,973 | $10.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +198.5% | 72,398 | $10.2M |
| Sterling Investment Advisors, Ltd. | 1.86% | Add +0.3% | 71,467 | $10.1M |
| White Lighthouse Investment Management Inc. | 1.39% | Add +3.9% | 70,432 | $9.9M |
| Pathstone Holdings, LLC | 0.04% | Add +2.0% | 67,887 | $9.6M |
| Raab & Moskowitz Asset Management LLC | 2.02% | Add +3.7% | 65,340 | $9.2M |
| SOA Wealth Advisors, LLC. | 1.52% | Add +3.8% | 65,150 | $9.2M |
| First United Bank & Trust | 2.93% | Add +7.9% | 65,081 | $9.2M |
| Linscomb Wealth, Inc. | 0.38% | Reduce -1.4% | 64,751 | $9.1M |
| AlTi Global, Inc. | 0.20% | Reduce -32.2% | 64,641 | $9.1M |
| Greenberg Financial Group | 3.73% | — | 64,112 | $9.0M |
| TD Private Client Wealth LLC | 0.19% | Reduce -1.2% | 63,820 | $9.0M |
| Pinnacle Financial Group, LLC / IL | 2.61% | Add +0.1% | 63,659 | $9.0M |
| Asset Advisors Investment Management, LLC | 0.82% | Reduce -0.7% | 62,843 | $8.9M |
| Dumont & Blake Investment Advisors LLC | 2.12% | Reduce -4.9% | 62,462 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +4.1% | 61,091 | $8.6M |
| Mutual Advisors, LLC | 0.18% | Reduce -0.3% | 60,621 | $8.6M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.0% | 58,960 | $8.3M |
| Wealth Management Associates, Inc. | 2.88% | Add +0.0% | 58,666 | $8.3M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -14.8% | 58,057 | $8.2M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +7.5% | 57,419 | $8.1M |
| Verus Financial Partners, Inc. | 0.74% | Reduce -4.9% | 54,194 | $8.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -3.0% | 57,124 | $8.1M |
| Beaumont Financial Advisors, LLC | 0.53% | Reduce -6.5% | 56,680 | $8.0M |
| Cwm, LLC | 0.02% | Reduce -0.5% | 54,248 | $7.7M |
| Amarillo National Bank | 1.34% | Reduce -0.9% | 54,068 | $7.6M |
| KCM Investment Advisors LLC | 0.24% | Add +0.0% | 52,834 | $7.5M |
| Edgewood Management LLC | 0.03% | No change | 51,926 | $7.3M |
| Lee Financial Co | 0.98% | Reduce -6.5% | 51,579 | $7.3M |
| Smithfield Trust Co | 0.32% | Reduce -0.5% | 51,386 | $7.2M |
| Oppenheimer & Co. Inc. | 0.10% | Add +8.5% | 49,177 | $6.9M |
| Carret Asset Management, LLC | 0.65% | Reduce -0.0% | 48,817 | $6.9M |
| Sterling Capital Management LLC | 0.11% | Add +6620.3% | 48,386 | $6.8M |
| Gilman Hill Asset Management, LLC | 1.07% | Add +2188.6% | 48,290 | $6.8M |
| Citizens Financial Group Inc. | 0.09% | Add +0.9% | 47,916 | $6.8M |
| Wealth Quarterback LLC | 2.40% | Add +27.6% | 47,193 | $6.7M |
| Glenview Trust Co | 0.10% | Reduce -0.6% | 46,962 | $6.6M |
| Highland Capital Management, LLC | 0.33% | Reduce -1.5% | 46,653 | $6.6M |
| Exchange Traded Concepts, LLC | 0.05% | Add +813.4% | 46,601 | $6.6M |
| Callan Family Office, LLC | 0.14% | Add +10.8% | 46,179 | $6.5M |
| Quantinno Capital Management LP | 0.01% | Add +12.4% | 45,693 | $6.4M |
| Debussy Capital Management LP | 0.88% | Reduce -0.5% | 45,661 | $6.4M |
| Stelac Advisory Services LLC | 2.28% | Reduce -0.3% | 45,602 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -1.2% | 45,090 | $6.4M |
| NorthCoast Asset Management LLC | 0.14% | Reduce -39.5% | 45,010 | $6.4M |
| Prospera Financial Services Inc | 0.10% | Add +5.5% | 44,331 | $6.3M |
| IFG Advisory, LLC | 0.27% | Add +2.7% | 44,062 | $6.2M |
| BlackRock, Inc. | 0.00% | Add +226.0% | 43,529 | $6.1M |
| Cornerstone Advisors Asset Management, LLC | 0.99% | No change | 43,027 | $6.1M |
| Principle Wealth Partners LLC | 0.34% | Reduce -0.8% | 42,916 | $6.1M |
| IFP Advisors, Inc | 0.13% | Reduce -2.9% | 41,909 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +17.4% | 41,164 | $5.8M |
| Rathbones Group PLC | 0.02% | Reduce -10.3% | 40,946 | $5.8M |
| FOCUS Wealth Advisors, LLC | 2.68% | Add +1.0% | 40,782 | $5.8M |
| LMG Wealth Partners, LLC | 1.05% | Add +4.7% | 39,819 | $5.6M |
| New England Asset Management Inc. | 0.76% | No change | 39,750 | $5.6M |
| Daybright Advisory Services, Inc. | 1.49% | — | 39,529 | $5.6M |
| Jackson, Grant Investment Advisers, Inc. | 1.81% | Reduce -4.7% | 38,927 | $5.5M |
| Eagle Bay Advisors LLC | 3.99% | No change | 38,710 | $5.5M |
| Balentine LLC | 0.20% | Add +8.4% | 37,597 | $5.3M |
| Scotia Capital Inc. | 0.02% | Add +3.5% | 36,773 | $5.2M |
| Keebeck Wealth Management | 0.59% | No change | 36,491 | $5.2M |
| Landaas & Co. /Wi | 1.12% | Add +0.5% | 36,080 | $5.1M |
| Ironwood Financial, llc | 0.86% | Reduce -3.7% | 35,013 | $5.1M |
| Bank of Hawaii | 0.25% | Add +0.6% | 35,616 | $5.0M |
| Fifth Third Securities, Inc. | 0.33% | Add +13.7% | 35,284 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +63.7% | 35,115 | $5.0M |
| Sig Brokerage, LP | 1.66% | No change | 34,954 | $4.9M |
| Laurel Oak Wealth Management, LLC | 0.82% | — | 34,663 | $4.9M |
| Clearstead Advisors, LLC | 0.06% | Add +0.1% | 34,562 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -7.2% | 39,965 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +361.4% | 34,122 | $4.8M |
| Sankala Group LLC | 3.81% | — | 30,467 | $4.8M |
| Allworth Financial LP | 0.02% | Add +18.4% | 33,387 | $4.7M |
| Omega Financial Group, LLC | 1.57% | Reduce -4.7% | 33,371 | $4.7M |
| MV Capital Management, Inc. | 0.45% | No change | 33,307 | $4.7M |
| Albion Financial Group | 0.29% | Reduce -0.4% | 32,982 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +4.0% | 32,887 | $4.6M |
| Pinnacle Associates Ltd. | 0.06% | Reduce -0.2% | 32,219 | $4.5M |
| Integrated Advisors Network LLC | 0.20% | Reduce -8.5% | 32,218 | $4.5M |
| Klingman & Associates, LLC | 0.22% | Reduce -0.2% | 32,206 | $4.5M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 31,901 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Add +16.6% | 31,786 | $4.5M |
| Gallagher Capital Advisors, LLC | 2.90% | Reduce -3.8% | 31,743 | $4.5M |
| Cornerstone Management, Inc. | 0.73% | Reduce -1.5% | 31,528 | $4.4M |
| FAS Wealth Partners, Inc. | 0.29% | Add +0.7% | 31,526 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.60% | Reduce -0.3% | 31,504 | $4.4M |
| Keybank National Association | 0.02% | Reduce -9.9% | 31,441 | $4.4M |
| Hancock Whitney Corp. | 0.08% | Add +6.6% | 31,328 | $4.4M |
| Mechanics Bank Trust Department | 0.57% | Reduce -3.2% | 31,088 | $4.4M |
| LGL Partners, LLC | 1.86% | Add +1.0% | 30,870 | $4.4M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Reduce -5.2% | 30,813 | $4.3M |
| First American Trust, FSB | 0.30% | Reduce -3.5% | 30,588 | $4.3M |
| Fulton Bank, N.A. | 0.15% | No change | 30,471 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Add +6.1% | 30,455 | $4.3M |
| AQR Capital Management | 0.00% | Add +36.5% | 30,100 | $4.2M |
| Shulman DeMeo Asset Management LLC | 0.96% | Reduce -0.8% | 30,029 | $4.2M |
| St. Clair Advisors, LLC | 1.09% | Reduce -1.8% | 29,926 | $4.2M |
| AlphaCore Capital LLC | 0.09% | Add +5676.6% | 29,923 | $4.2M |
| Brown Advisory Inc. | 0.01% | Reduce -1.2% | 29,803 | $4.2M |
| Composition Wealth, LLC | 0.06% | Add +1.9% | 29,507 | $4.2M |
| Arax Advisory Partners | 0.12% | New | 29,457 | $4.2M |
| Tradition Wealth Management, LLC | 0.30% | Reduce -9.3% | 29,330 | $4.1M |
| HighPoint Advisor Group LLC | 0.09% | New | 29,193 | $4.1M |
| Townsend Asset Management Corp. /NC/ | 1.44% | Reduce -3.1% | 28,916 | $4.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.60% | Add +0.6% | 28,908 | $4.1M |
| Burke & Herbert Bank & Trust Co. | 1.12% | Reduce -30.2% | 28,787 | $4.1M |
| Hilltop Holdings Inc. | 0.24% | Add +6.7% | 28,593 | $4.0M |
| Granite FO LLC | 2.15% | No change | 28,587 | $4.0M |
| Sapient Capital LLC | 0.06% | New | 28,116 | $4.0M |
| Taylor Financial Group, Inc. | 2.33% | Reduce -0.1% | 28,137 | $4.0M |
| Farther Finance Advisors, LLC | 0.04% | Add +100.0% | 28,071 | $4.0M |
| Graves Light Lenhart Wealth, Inc. | 0.42% | Reduce -1.1% | 27,882 | $3.9M |
| Capital Analysts, LLC | 0.11% | Reduce -1.5% | 27,660 | $3.9M |
| One Wealth Advisors, LLC | 0.47% | Reduce -7.5% | 27,400 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +0.1% | 27,307 | $3.9M |
| PKS Advisory Services, LLC | 0.87% | Reduce -4.1% | 26,890 | $3.8M |
| My Personal CFO, LLC | 1.58% | New | 26,862 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.3% | 26,822 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -3.5% | 26,748 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +2.5% | 26,730 | $3.8M |
| Godfrey Financial Associates, Inc. | 3.21% | — | 26,318 | $3.7M |
| Argent Trust Co | 0.13% | No change | 26,147 | $3.7M |
| Pinnacle Family Advisors, LLC | 1.62% | Add +0.9% | 26,135 | $3.7M |
| Inman Jager Wealth Management, LLC | 2.22% | Reduce -0.8% | 25,673 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +8.4% | 25,470 | $3.6M |
| CMG Global Holdings, LLC | 1.58% | Add +0.1% | 23,008 | $3.6M |
| Bleakley Financial Group, LLC | 0.06% | New | 25,030 | $3.5M |
| Banco de Sabadell, S.A | 2.27% | Reduce -10.2% | 24,726 | $3.5M |
| Argent Advisors, Inc. | 0.96% | Reduce -1.2% | 24,420 | $3.4M |
| MidFirst Bank | 0.27% | — | 24,296 | $3.4M |
| Valeo Financial Advisors, LLC | 0.08% | Add +2.3% | 24,133 | $3.4M |
| Guidance Point Advisors, LLC | 0.80% | Add +0.9% | 23,965 | $3.4M |
| EP Wealth Advisors, LLC | 0.02% | — | 23,911 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +3.0% | 23,871 | $3.4M |
| First Citizens Bank & Trust Co. | 0.07% | Reduce -0.5% | 23,618 | $3.3M |
| Sonata Capital Group Inc. | 1.20% | Reduce -1.3% | 23,575 | $3.3M |
| Joel Isaacson & Co., LLC | 0.11% | Add +0.0% | 23,497 | $3.3M |
| Simon Quick Advisors, LLC | 0.14% | No change | 23,458 | $3.3M |
| JFS Wealth Advisors, LLC | 0.19% | Reduce -0.4% | 23,309 | $3.3M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -0.0% | 21,146 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Reduce -2.6% | 23,018 | $3.2M |
| Ieq Capital, LLC | 0.01% | Add +12.2% | 23,003 | $3.2M |
| Snowden Capital Advisors LLC | 0.08% | Add +4.6% | 22,961 | $3.2M |
| Wolff Wiese Magana LLC | 1.76% | Reduce -0.1% | 22,773 | $3.2M |
| Operose Advisors LLC | 0.75% | Add +0.1% | 22,713 | $3.2M |
| NewEdge Wealth, LLC | 0.04% | Add +37.0% | 22,090 | $3.1M |
| High Net Worth Advisory Group LLC | 0.72% | Add +0.4% | 22,060 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +7.0% | 21,958 | $3.1M |
| Essex Financial Services, Inc. | 0.18% | Add +0.6% | 21,910 | $3.1M |
| Capital Advisory Group Advisory Services, LLC | 0.91% | Reduce -1.4% | 21,837 | $3.1M |
| Greenwood Capital Associates LLC | 0.33% | Add +187.8% | 21,787 | $3.1M |
| Western Wealth Management, LLC | 0.14% | Reduce -5.2% | 21,756 | $3.1M |
| GW&K Investment Management, LLC | 0.03% | Add +825.2% | 21,752 | $3.1M |
| World Investment Advisors | 0.05% | Add +71.3% | 21,651 | $3.1M |
| Pallas Capital Advisors LLC | 0.10% | Add +5.2% | 21,613 | $3.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -9.4% | 21,535 | $3.0M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -0.4% | 21,508 | $3.0M |
| Evoke Wealth, LLC | 0.06% | Add +0.1% | 21,335 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +90.7% | 21,319 | $3.0M |
| Monetary Management Group Inc. | 0.69% | No change | 21,250 | $3.0M |
| Cullen Capital Management, LLC | 0.03% | New | 21,130 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.6% | 20,020 | $3.0M |
| Narwhal Capital Management | 0.22% | Add +0.6% | 20,970 | $3.0M |
| Florin Court Capital LLP | 4.11% | Reduce -61.9% | 20,900 | $2.9M |
| Kapstone Financial Advisors LLC | 1.46% | Reduce -5.5% | 20,794 | $2.9M |
| Crescent Grove Advisors, LLC | 0.27% | Add +2.3% | 20,263 | $2.9M |
| Plancorp, LLC | 0.09% | No change | 20,151 | $2.8M |
| Waverly Advisors, LLC | 0.02% | Add +3.6% | 19,880 | $2.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -52.0% | 19,706 | $2.8M |
| FineMark National Bank & Trust | 0.09% | Add +7.1% | 19,573 | $2.8M |
| Hazlett, Burt & Watson, Inc. | 0.88% | Reduce -0.9% | 19,460 | $2.7M |
| City Holding Co. | 0.34% | Reduce -3.6% | 19,329 | $2.7M |
| Cypress Wealth Services, LLC | 0.37% | Add +2.0% | 19,098 | $2.7M |
| Haverford Trust Co | 0.02% | Reduce -2.4% | 19,060 | $2.7M |
| Webster Bank, N. A. | 0.25% | No change | 19,019 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +10.7% | 18,904 | $2.7M |
| Corundum Trust Company, INC | 6.06% | Reduce -0.8% | 18,872 | $2.7M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +0.1% | 18,266 | $2.6M |
| Csenge Advisory Group | 0.12% | Add +0.9% | 18,726 | $2.6M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -3.4% | 18,684 | $2.6M |
| Mosaic Family Wealth Partners, LLC | 0.29% | Add +0.5% | 18,617 | $2.6M |
| Wesbanco Bank Inc. | 0.07% | Add +0.2% | 18,488 | $2.6M |
| Zhang Financial LLC | 0.10% | Reduce -2.6% | 18,473 | $2.6M |
| Winthrop Partners - WNY, LLC | 1.39% | — | 18,345 | $2.6M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.8% | 18,303 | $2.6M |
| Independence Bank of Kentucky | 0.32% | Add +16.4% | 17,970 | $2.5M |
| Level Four Advisory Services, LLC | 0.08% | Add +0.3% | 17,889 | $2.5M |
| PW Nova Financial Services LLC | 0.95% | — | 17,529 | $2.5M |
| Howland Capital Management LLC | 0.10% | Add +6.0% | 17,706 | $2.5M |
| Parallel Advisors, LLC | 0.05% | Add +1.1% | 17,685 | $2.5M |
| Smith Shellnut Wilson LLC | 0.96% | No change | 17,677 | $2.5M |
| IFC Advisors LLC | 0.36% | Reduce -0.1% | 17,673 | $2.5M |
| Sax Wealth Advisors, LLC | 0.12% | Reduce -1.1% | 17,538 | $2.5M |
| Ameritas Advisory Services, LLC | 0.09% | Add +4.9% | 17,482 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -2.8% | 17,411 | $2.5M |
| Caerus Investment Advisors, LLC | 0.81% | Reduce -5.9% | 17,270 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.2% | 17,200 | $2.4M |
| Axxcess Wealth Management, LLC | 0.04% | Add +113.4% | 17,198 | $2.4M |
| Jump Financial, LLC | 0.03% | New | 17,162 | $2.4M |
| Park National Corp. | 0.08% | Add +1.8% | 17,115 | $2.4M |
| Franklin Street Advisors Inc. | 0.14% | Add +6.3% | 17,000 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Add +0.7% | 16,938 | $2.4M |
| Founders Financial Securities LLC | 0.14% | Add +56.6% | 16,921 | $2.4M |
| Midwest Trust Co | 0.03% | Add +0.5% | 16,752 | $2.4M |
| Soltis Investment Advisors LLC | 0.16% | Add +564.6% | 16,721 | $2.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 16,656 | $2.4M |
| Stock Yards Bank & Trust Co. | 0.07% | Add +15.4% | 16,613 | $2.3M |
| Trifecta Capital Advisors, LLC | 0.35% | Reduce -2.2% | 16,560 | $2.3M |
| Flaharty Asset Management, LLC | 0.29% | Add +0.1% | 16,430 | $2.3M |
| Peregrine Asset Advisers, Inc. | 0.65% | Reduce -1.6% | 16,370 | $2.3M |
| GAMCO Investors | 0.02% | No change | 16,308 | $2.3M |
| Summit Wealth Partners, LLC | 0.42% | Add +0.7% | 16,124 | $2.3M |
| Kaydan Wealth Management, Inc. | 0.65% | Add +3.1% | 15,969 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.20% | Add +1.1% | 15,871 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +40.1% | 15,733 | $2.2M |
| Magnus Financial Group LLC | 0.17% | Reduce -0.8% | 15,711 | $2.2M |
| New South Capital Management Inc. | 0.10% | No change | 15,680 | $2.2M |
| Asset Management Group, Inc. | 0.35% | Add +0.9% | 15,546 | $2.2M |
| WealthBridge Capital Management, LLC | 0.50% | Add +0.6% | 15,460 | $2.2M |
| Stephens Inc. | 0.03% | Add +3.1% | 15,416 | $2.2M |
| Legacy Private Trust Co. | 0.13% | No change | 15,405 | $2.2M |
| Arkadios Wealth Advisors | 0.04% | Add +19.7% | 15,347 | $2.2M |
| Weinberger Asset Management, Inc | 0.78% | Reduce -13.4% | 15,323 | $2.2M |
| Bensler, LLC | 0.22% | Add +0.4% | 15,316 | $2.2M |
| Salem Investment Counselors Inc. | 0.06% | No change | 15,253 | $2.2M |
| Yeomans Consulting Group, Inc. | 0.63% | Add +1.8% | 15,231 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +336.4% | 15,231 | $2.1M |
| Cascade Financial Partners, LLC | 0.22% | Reduce -4.4% | 15,183 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.46% | Add +0.0% | 14,904 | $2.1M |
| Oxbow Advisors, LLC | 0.19% | Reduce -0.5% | 14,754 | $2.1M |
| Cozad Asset Management Inc. | 0.16% | Reduce -4.3% | 14,654 | $2.1M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.0% | 14,487 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.25% | Add +0.1% | 14,432 | $2.0M |
| WASHINGTON TRUST Co | 0.07% | Add +0.4% | 14,428 | $2.0M |
| Aberdeen Wealth Management LLC | 0.94% | Reduce -5.0% | 14,415 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.05% | New | 14,404 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.9% | 14,401 | $2.0M |
| First Commonwealth Financial Corp | 0.34% | Add +0.0% | 14,395 | $2.0M |
| Gryphon Financial Partners LLC | 0.22% | Reduce -0.4% | 14,377 | $2.0M |
| NorthRock Partners, LLC | 0.03% | Add +20.7% | 14,348 | $2.0M |
| Peoples Bank | 2.03% | Reduce -0.5% | 14,323 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.4% | 14,309 | $2.0M |
| Laurel Wealth Advisors LLC | 0.27% | No change | 14,289 | $2.0M |
| Millennium Capital Advisors, LLC | 1.18% | Add +0.1% | 14,197 | $2.0M |
| Fidelis Capital Partners, LLC | 0.15% | Reduce -2.3% | 14,167 | $2.0M |
| Regions Financial Corp. | 0.01% | Add +4.6% | 14,115 | $2.0M |
| Redmont Wealth Advisors LLC | 3.02% | No change | 14,111 | $2.0M |
| Evanson Asset Management, LLC | 0.11% | Add +0.1% | 14,074 | $2.0M |
| Darden Wealth Group Inc | 0.96% | Reduce -10.3% | 14,045 | $2.0M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 14,028 | $2.0M |
| Coldstream Capital Management Inc. | 0.03% | No change | 14,023 | $2.0M |
| Private Capital Advisors, Inc. | 0.20% | No change | 13,975 | $2.0M |
| Welch Group, LLC | 0.08% | Add +199.4% | 13,958 | $2.0M |
| Global Retirement Partners, LLC | 0.03% | Add +128.6% | 13,940 | $2.0M |
| First Horizon Corp. | 0.09% | Add +24.0% | 13,829 | $2.0M |
| Curi Capital, LLC | 0.03% | Reduce -9.6% | 13,821 | $2.0M |
| Sound Income Strategies, LLC | 0.09% | Add +15.9% | 13,131 | $1.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Reduce -14.2% | 13,708 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Add +6.5% | 13,688 | $1.9M |
| Lanark Financial, Inc. | 0.14% | No change | 13,600 | $1.9M |
| Eagle Strategies LLC | 0.25% | Reduce -4.8% | 13,600 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Add +1.6% | 13,548 | $1.9M |
| American Wealth Advisors, LLC | 1.86% | Add +1.5% | 13,454 | $1.9M |
| Johnson Financial Group, Inc. | 0.07% | Add +14.5% | 13,453 | $1.9M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -2.0% | 13,452 | $1.9M |
| Providence First Trust Co | 0.66% | Reduce -30.2% | 13,442 | $1.9M |
| Nwam LLC | 0.11% | Reduce -4.4% | 12,839 | $1.9M |
| Pinnacle Bancorp, Inc. | 0.55% | Add +13.7% | 13,382 | $1.9M |
| David J Yvars Group | 1.00% | Add +1.5% | 13,318 | $1.9M |
| Carbahal Olsen Financial Services Group, LLC | 1.44% | Reduce -1.8% | 13,301 | $1.9M |
| MSH Capital Advisors LLC | 0.40% | Add +0.4% | 13,298 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.54% | Reduce -4.0% | 13,255 | $1.9M |
| Perryman Financial Advisory Inc. | 0.27% | — | 13,244 | $1.9M |
| LOM Asset Management Ltd | 0.54% | Reduce -1.7% | 13,177 | $1.9M |
| Tempus Wealth Planning, LLC | 0.42% | Reduce -9.1% | 13,126 | $1.9M |
| Traynor Capital Management, Inc. | 0.10% | Reduce -11.8% | 13,087 | $1.8M |
| Carnegie Investment Counsel | 0.03% | Add +6.8% | 13,082 | $1.8M |
| Principal Securities, Inc. | 0.03% | Add +2.5% | 13,043 | $1.8M |
| PFG Investments, LLC | 0.09% | Add +1.1% | 12,943 | $1.8M |
| Osborne Partners Capital Management, LLC | 0.09% | Reduce -5.9% | 12,914 | $1.8M |
| Investment Advisory Group, LLC | 0.47% | Reduce -0.7% | 12,844 | $1.8M |
| NCM Capital Management, LLC | 0.67% | Reduce -3.7% | 12,754 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +15.8% | 12,582 | $1.8M |
| Tiaa Trust, National Association | 0.00% | Add +1.7% | 12,582 | $1.8M |
| Simmons Bank | 0.12% | No change | 12,434 | $1.8M |
| Hicks Capital Management LLC | 1.76% | Add +1.7% | 12,367 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +4.8% | 12,070 | $1.7M |
| Astoria Portfolio Advisors LLC. | 0.39% | Add +82.4% | 11,159 | $1.7M |
| Union Savings Bank | 0.74% | — | 12,178 | $1.7M |
| Cypress Capital Group | 0.19% | Reduce -0.5% | 12,177 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -8.9% | 12,163 | $1.7M |
| Wedbush Securities Inc. | 0.05% | Add +13.3% | 12,122 | $1.7M |
| Berkshire Asset Management LLC | 0.07% | Reduce -38.5% | 12,112 | $1.7M |
| Gotham Asset Management | 0.01% | Add +72.1% | 12,010 | $1.7M |
| Caldwell Trust Co | 0.15% | Reduce -1.5% | 11,968 | $1.7M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 11,947 | $1.7M |
| Richwood Investment Advisors, LLC | 1.20% | Reduce -4.0% | 10,767 | $1.7M |
| Fiduciary Trust Co | 0.02% | Reduce -3.5% | 11,847 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +10.6% | 11,747 | $1.7M |
| SVB Wealth LLC | 0.10% | Add +148.9% | 11,722 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +18.7% | 11,707 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.15% | Add +4.2% | 11,622 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -2.6% | 11,581 | $1.6M |
| Glen Eagle Advisors, LLC | 0.22% | Add +5.9% | 11,531 | $1.6M |
| GoalVest Advisory LLC | 0.31% | Add +96.7% | 11,520 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -17.3% | 11,514 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -0.2% | 11,505 | $1.6M |
| Harbor Investment Advisory, LLC | 0.12% | Add +1.5% | 11,495 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -0.6% | 11,475 | $1.6M |
| Pacific Point Advisors, LLC | 0.86% | No change | 11,383 | $1.6M |
| CRA Financial Services, LLC | 0.21% | Add +6.9% | 11,383 | $1.6M |
| Precedent Wealth Partners, LLC | 0.34% | Add +1.3% | 11,324 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Reduce -16.4% | 10,700 | $1.6M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -0.2% | 11,177 | $1.6M |
| Regal Investment Advisors LLC | 0.09% | Reduce -1.5% | 11,129 | $1.6M |
| Flagstar Securities, Inc. | 0.52% | Reduce -1.7% | 10,973 | $1.5M |
| Asset Dedication, LLC | 0.10% | Reduce -11.9% | 10,968 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +12.4% | 10,916 | $1.5M |
| First Nebraska Trust Co | 0.14% | Add +9.4% | 10,879 | $1.5M |
| Patten & Patten Inc. | 0.09% | Reduce -0.2% | 10,848 | $1.5M |
| Mission Creek Capital Partners, Inc. | 0.31% | Reduce -11.7% | 10,822 | $1.5M |
| TMB Capital Partners, LLC | 0.52% | — | 10,795 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -1.6% | 10,781 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 10,701 | $1.5M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -0.8% | 10,674 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.10% | Reduce -5.5% | 10,648 | $1.5M |
| Fox Hill Wealth Management | 0.70% | Add +1.1% | 10,626 | $1.5M |
| Tyche Wealth Partners LLC | 0.24% | Reduce -3.0% | 10,555 | $1.5M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -4.9% | 10,517 | $1.5M |
| WBH Advisory Inc. | 0.11% | Add +0.1% | 10,506 | $1.5M |
| MLP3, LLC | 1.62% | — | 10,484 | $1.5M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -1.1% | 10,447 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 10,151 | $1.5M |
| Viewpoint Capital Management LLC | 0.64% | Add +6.3% | 10,419 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +15.5% | 10,336 | $1.5M |
| Farmers National Bank | 0.32% | Reduce -1.3% | 10,283 | $1.5M |
| Asset Allocation & Management Company, LLC | 0.58% | No change | 10,273 | $1.4M |
| Invenio Wealth Partners LLC | 0.54% | No change | 10,265 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -38.8% | 10,228 | $1.4M |
| Tempo Wealth, LLC | 0.25% | — | 10,129 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Add +0.0% | 10,065 | $1.4M |
| Romano Brothers and Company | 0.16% | Add +0.7% | 10,023 | $1.4M |
| Keel Point, LLC | 0.09% | Add +0.5% | 10,007 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +4.2% | 9,992 | $1.4M |
| Smith, Moore & Co. | 0.11% | Add +2.6% | 9,986 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -29.4% | 9,974 | $1.4M |
| waypoint wealth counsel | 0.52% | Reduce -2.4% | 9,963 | $1.4M |
| Trust Point Inc. | 0.11% | No change | 9,907 | $1.4M |
| ADG Wealth Management Group, LLC | 1.06% | Add +5.0% | 9,887 | $1.4M |
| Challenger Wealth Management | 1.06% | No change | 9,884 | $1.4M |
| Flow Traders U.S. LLC | 0.05% | New | 9,868 | $1.4M |
| Woodmont Investment Counsel LLC | 0.09% | Add +19.1% | 9,809 | $1.4M |
| Planned Solutions, Inc. | 0.44% | Reduce -5.0% | 9,716 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.6% | 9,705 | $1.4M |
| Journey Advisory Group, LLC | 0.12% | Add +0.8% | 9,693 | $1.4M |
| CDKV Holdings LLC | 1.14% | — | 9,660 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -9.2% | 9,516 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +19.6% | 9,495 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.53% | Reduce -0.2% | 9,430 | $1.3M |
| HM Payson & Co. | 0.02% | Add +19.1% | 9,430 | $1.3M |
| Welch & Forbes LLC | 0.02% | Reduce -12.5% | 9,416 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Add +16.2% | 9,415 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +6.3% | 9,404 | $1.3M |
| Occidental Asset Management, LLC | 0.16% | No change | 9,395 | $1.3M |
| Nest Investments, LLC | 1.11% | — | 9,367 | $1.3M |
| Titleist Asset Management, LLC | 0.11% | Add +2.3% | 9,275 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Add +5.5% | 9,260 | $1.3M |
| Snowwater Investment Partners, LLC | 1.20% | — | 9,260 | $1.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.5% | 9,244 | $1.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.25% | Add +393.2% | 9,227 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -0.1% | 9,135 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.21% | — | 8,624 | $1.3M |
| XML Financial, LLC | 0.11% | Reduce -6.1% | 9,176 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.0% | 9,100 | $1.3M |
| Dakota Wealth Management | 0.02% | Add +10.1% | 9,066 | $1.3M |
| Pettyjohn, Wood & White, Inc. | 0.20% | No change | 9,064 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.14% | No change | 9,044 | $1.3M |
| GreatBanc Trust CO | 0.90% | Reduce -2.9% | 9,035 | $1.3M |
| Rockbridge Investment Management, LCC | 0.12% | No change | 8,969 | $1.3M |
| Continuum Advisory, LLC | 0.13% | Reduce -7.3% | 8,949 | $1.3M |
| Asset Advisory Group, Inc. | 0.63% | — | 8,945 | $1.3M |
| Freedom Financial Partners LLC | 0.46% | Reduce -5.8% | 8,918 | $1.3M |
| Wolff Financial Management LLC | 0.28% | Reduce -0.7% | 8,896 | $1.3M |
| VAUGHAN & Co SECURITIES, INC. | 0.65% | Reduce -1.9% | 8,845 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -4.7% | 8,828 | $1.2M |
| Eastern Bank | 0.02% | Add +35.1% | 8,809 | $1.2M |
| Winthrop Advisory Group LLC | 0.11% | Add +0.1% | 8,794 | $1.2M |
| Fulton Breakefield Broenniman LLC | 0.08% | Add +21.0% | 8,748 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +3.4% | 8,735 | $1.2M |
| Edge Wealth Management LLC | 0.22% | Add +3.1% | 8,712 | $1.2M |
| Infinity Wealth Counsel, LLC | 1.12% | Reduce -0.4% | 8,705 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | No change | 8,699 | $1.2M |
| Flagship Wealth Advisors, LLC | 0.36% | Add +0.1% | 8,651 | $1.2M |
| Embree Financial Group | 0.15% | Add +1.0% | 8,608 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Add +0.6% | 8,524 | $1.2M |
| Fiducient Advisors LLC | 0.15% | Reduce -10.4% | 8,520 | $1.2M |
| ARS Investment Partners, LLC | 0.07% | No change | 8,511 | $1.2M |
| First National Trust Co | 0.04% | Add +3.8% | 8,466 | $1.2M |
| Squire Investment Management Company, LLC | 0.36% | No change | 8,455 | $1.2M |
| Keudell/Morrison Wealth Management | 0.25% | — | 8,449 | $1.2M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -11.9% | 8,406 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +12.1% | 8,387 | $1.2M |
| Old North State Trust, LLC | 0.69% | Reduce -6.1% | 8,305 | $1.2M |
| Chatham Capital Group, Inc. | 0.17% | No change | 8,298 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +57.1% | 8,295 | $1.2M |
| Independent Wealth Network Inc. | 0.36% | Reduce -0.1% | 8,293 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.46% | Reduce -2.7% | 8,288 | $1.2M |
| Davidson Trust Co. | 0.49% | No change | 8,281 | $1.2M |
| Cove Private Wealth, LLC | 0.35% | No change | 8,280 | $1.2M |
| Bar Harbor Wealth Management | 0.07% | Add +11.9% | 8,207 | $1.2M |
| Coordinated Financial Services, Inc. | 0.67% | Add +72.3% | 8,169 | $1.2M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -3.5% | 8,167 | $1.2M |
| Thayer Partners, LLC / MA | 0.56% | — | 8,141 | $1.1M |
| Accredited Investors Inc. | 0.06% | Reduce -0.4% | 8,140 | $1.1M |
| Guardian Wealth Advisors, LLC / NC | 0.07% | No change | 8,136 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.6% | 8,117 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 8,108 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +42.2% | 8,045 | $1.1M |
| Claris Financial LLC | 0.60% | Add +0.5% | 7,968 | $1.1M |
| Chapin Davis, Inc. | 0.26% | Add +33.5% | 7,962 | $1.1M |
| Alterna Wealth Management, Inc. | 0.94% | No change | 7,957 | $1.1M |
| MainStreet Investment Advisors LLC | 0.16% | Add +8.2% | 7,945 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -2.8% | 7,903 | $1.1M |
| Archer Investment Corp | 0.25% | Add +0.9% | 7,840 | $1.1M |
| Legacy Trust | 0.21% | No change | 7,835 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -0.7% | 7,790 | $1.1M |
| CVA Family Office, LLC | 0.13% | Add +7.7% | 7,729 | $1.1M |
| Cadence Bank | 0.06% | Reduce -0.9% | 7,678 | $1.1M |
| Islay Capital Management, LLC | 0.64% | Add +0.6% | 7,653 | $1.1M |
| MKT Advisors LLC | 0.37% | No change | 7,454 | $1.1M |
| Beacon Financial Advisory LLC | 0.25% | Add +3.3% | 7,559 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -7.5% | 7,542 | $1.1M |
| Dodds Wealth, LLC | 0.26% | Reduce -1.2% | 7,526 | $1.1M |
| Private Trust Co. NA | 0.09% | Reduce -12.5% | 7,523 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 7,518 | $1.1M |
| Blodgett Wealth Advisors, LLC | 0.74% | Reduce -2.6% | 7,515 | $1.1M |
| River Wealth Advisors LLC | 0.12% | Add +32.3% | 7,502 | $1.1M |
| Atlas Legacy Advisors, LLC | 0.18% | No change | 7,468 | $1.1M |
| Gould Asset Management LLC | 0.19% | Add +4.6% | 7,458 | $1.1M |
| Platform Technology Partners | 0.22% | Add +0.0% | 7,437 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -2.4% | 7,425 | $1.0M |
| Renaissance Technologies | 0.00% | New | 7,400 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +164.3% | 7,362 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -5.6% | 7,342 | $1.0M |
| CENTRAL TRUST Co | 0.02% | No change | 7,336 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.1% | 7,320 | $1.0M |
| Apollon Financial, LLC | 0.15% | Add +5.0% | 7,310 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 7,243 | $1.0M |
| Wellspring Financial Advisors, LLC | 0.08% | Reduce -0.3% | 7,204 | $1.0M |
| Kanawha Capital Management LLC | 0.07% | Reduce -0.3% | 7,201 | $1.0M |
| Jupiter Wealth Management LLC | 0.45% | No change | 6,496 | $1.0M |
| Guerra Pan Advisors, LLC | 0.60% | Reduce -1.3% | 7,183 | $1.0M |
| Aprio Wealth Management, LLC | 0.06% | No change | 7,175 | $1.0M |
| Security National Bank of So Dak | 0.50% | No change | 7,130 | $1.0M |
| Pathway Financial Advisers, LLC | 0.29% | Add +0.6% | 7,128 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.24% | Reduce -0.7% | 7,126 | $1.0M |
| Capital Asset Advisory Services LLC | 0.04% | Add +4.5% | 6,932 | $1.0M |
| Code Waechter LLC | 0.65% | No change | 7,120 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +245.6% | 7,063 | $997K |
| PFG Advisors | 0.05% | Reduce -31.4% | 7,061 | $997K |
| Integrity Alliance, Llc. | 0.04% | Add +83.9% | 7,048 | $995K |
| First National Bank of Omaha | 0.03% | New | 6,980 | $993K |
| Intrust Bank NA | 0.08% | No change | 7,013 | $990K |
| Resonant Capital Advisors, LLC | 0.05% | No change | 7,000 | $988K |
| Sheets Smith Wealth Management | 0.11% | Reduce -2.3% | 6,998 | $988K |
| Stronghold Wealth Management L.L.C. | 1.45% | — | 6,960 | $982K |
| Vision Retirement, LLC | 0.26% | — | 6,944 | $980K |
| Old Mission Investment Co LLC | 0.23% | Add +33.4% | 6,942 | $980K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.9% | 6,928 | $978K |
| Signet Financial Management, LLC | 0.11% | Reduce -0.3% | 6,855 | $967K |
| Park Place Capital Corp | 0.20% | Reduce -0.7% | 6,847 | $966K |
| Churchill Financial Advisors, LLC | 0.29% | — | 6,825 | $963K |
| Helium Advisors LLC | 0.97% | Add +0.1% | 6,820 | $963K |
| Atlas Private Wealth Advisors | 0.22% | Reduce -6.9% | 6,819 | $962K |
| Fortis Group Advisors, LLC | 0.16% | Add +3.6% | 6,394 | $962K |
| Cabana LLC | 7.21% | New | 6,814 | $962K |
| D. E. Shaw & Co. | 0.00% | New | 6,775 | $956K |
| CBIZ Investment Advisory Services, LLC | 0.04% | Add +0.5% | 6,682 | $943K |
| Able Wealth Management LLC | 0.30% | Add +5.1% | 6,681 | $943K |
| Next Level Private LLC | 0.25% | Reduce -8.9% | 6,679 | $943K |
| Strait & Sound Wealth Management LLC | 0.35% | Reduce -0.1% | 6,642 | $937K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -3.3% | 6,614 | $934K |
| WealthTrust Axiom LLC | 0.24% | No change | 6,575 | $928K |
| Thomasville National Bank | 0.06% | No change | 6,543 | $923K |
| Sageworth Trust Co | 0.04% | No change | 6,541 | $923K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -3.0% | 6,207 | $923K |
| Colter Lewis Investment Partners LLC | 1.07% | — | 6,530 | $922K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.3% | 6,470 | $913K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.8% | 6,467 | $913K |
| Indiana Trust & Investment Management Co | 0.27% | No change | 6,449 | $910K |
| Citizens National Bank Trust Department | 0.16% | Reduce -2.9% | 6,445 | $910K |
| Moors & Cabot, Inc. | 0.04% | Add +10.2% | 6,440 | $909K |
| Global Trust Asset Management, LLC | 0.36% | Reduce -40.0% | 6,431 | $908K |
| TruWealth Advisors, LLC | 0.04% | Add +0.2% | 6,373 | $900K |
| Wealth Dimensions Group, Ltd. | 0.18% | Reduce -0.5% | 6,332 | $894K |
| Reality Financial Planning Services, LLC | 0.85% | — | 6,294 | $888K |
| Dale Q Rice Investment Management Ltd | 0.64% | Reduce -0.4% | 6,284 | $887K |
| Aspiriant, LLC | 0.03% | No change | 6,251 | $882K |
| Krilogy Financial LLC | 0.03% | Reduce -0.2% | 5,923 | $882K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | No change | 6,231 | $879K |
| Capital Advantage, Inc. | 0.12% | Add +1.8% | 6,227 | $879K |
| W Advisors, LLC | 0.44% | No change | 6,207 | $876K |
| Appleton Partners Inc. | 0.06% | No change | 6,184 | $873K |
| Warner Financial, Inc. | 0.30% | Add +0.3% | 6,162 | $870K |
| ICONIQ Capital, LLC | 0.01% | Add +0.2% | 6,164 | $870K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Add +4.2% | 6,129 | $865K |
| High Falls Advisors, Inc | 0.18% | Reduce -34.8% | 6,128 | $865K |
| Virtue Capital Management, LLC | 0.13% | Reduce -46.6% | 6,037 | $861K |
| Fagan Associates, Inc. | 0.11% | Add +0.1% | 6,097 | $861K |
| James Investment Research, Inc. | 0.09% | Add +17.6% | 6,067 | $856K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 6,054 | $854K |
| Savvy Advisors, Inc. | 0.03% | Add +13.0% | 6,049 | $854K |
| Caprock Group, LLC | 0.02% | Add +85.5% | 6,008 | $848K |
| DT Investment Partners, LLC | 0.07% | No change | 6,000 | $847K |
| Prepared Retirement Institute LLC | 0.43% | Add +128.0% | 5,987 | $845K |
| Ameriflex Group, Inc. | 0.44% | Reduce -47.6% | 5,986 | $845K |
| TFC Financial Management, Inc. | 0.11% | Add +65.0% | 5,935 | $838K |
| Argyle Capital Partners, LLC | 0.61% | Reduce -19.1% | 5,929 | $837K |
| First Citizens Financial Corp | 0.41% | Reduce -0.8% | 5,914 | $835K |
| Gentry Private Wealth, LLC | 0.52% | No change | 5,900 | $833K |
| Capula Management Ltd | 0.01% | Reduce -87.0% | 5,889 | $831K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.5% | 5,852 | $826K |
| Trace Wealth Advisors, LLC | 0.59% | No change | 5,804 | $819K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,795 | $818K |
| M1 Capital Management LLC | 0.34% | Add +0.7% | 5,757 | $813K |
| Dupree Financial Group, LLC | 0.30% | Reduce -0.6% | 5,754 | $812K |
| Urban Wealth Management, LLC | 0.75% | — | 5,743 | $811K |
| United Community Bank | 0.31% | Reduce -19.1% | 5,720 | $807K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -0.6% | 5,717 | $807K |
| ASL Financial, LLC | 0.63% | — | 5,716 | $807K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,686 | $803K |
| Alley Investment Management Company, LLC | 0.09% | Reduce -0.3% | 5,668 | $800K |
| Avior Wealth Management, LLC | 0.02% | Reduce -13.7% | 5,662 | $799K |
| Diversified Trust Co. | 0.01% | Add +15.6% | 5,638 | $796K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.1% | 5,635 | $795K |
| Marietta Investment Partners LLC | 0.16% | Reduce -41.7% | 5,600 | $790K |
| Marco Investment Management LLC | 0.06% | Add +0.2% | 5,591 | $789K |
| Tred Avon Family Wealth, LLC | 0.26% | New | 5,583 | $788K |
| Montecito Bank & Trust | 0.13% | No change | 5,582 | $788K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -19.0% | 5,580 | $788K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | Add +98.0% | 5,426 | $787K |
| Choate Investment Advisors | 0.02% | No change | 5,490 | $775K |
| SageGuard Financial Group, LLC | 0.12% | — | 5,477 | $773K |
| Retirement Planning Group, LLC | 0.03% | Reduce -9.3% | 5,475 | $773K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,448 | $769K |
| Trust Co. of Vermont | 0.03% | Add +8.6% | 5,405 | $763K |
| Ignite Planners, LLC | 0.12% | Reduce -1.6% | 5,045 | $759K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -0.9% | 5,318 | $751K |
| VestGen Advisors, LLC | 0.03% | Reduce -61.9% | 5,313 | $750K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.7% | 5,306 | $749K |
| Flywheel Private Wealth LLC | 0.47% | No change | 5,294 | $747K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +61.2% | 5,270 | $744K |
| Apella Capital, LLC | 0.01% | Add +24.3% | 5,266 | $743K |
| TCP Asset Management, LLC | 0.12% | Add +0.2% | 5,255 | $742K |
| Naples Global Advisors, LLC | 0.06% | No change | 5,253 | $741K |
| Versant Capital Management, Inc | 0.09% | No change | 5,249 | $741K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +4.6% | 5,245 | $740K |
| Leo Wealth, LLC | 0.05% | Add +0.8% | 5,206 | $735K |
| WJ Financial Advisors LLC | 0.65% | No change | 5,188 | $732K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,180 | $731K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 5,128 | $724K |
| WealthPLAN Partners, LLC | 0.11% | Add +0.0% | 5,127 | $724K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.6% | 5,119 | $722K |
| CapWealth Advisors, LLC | 0.06% | Reduce -2.4% | 5,085 | $718K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.7% | 5,052 | $713K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.1% | 5,037 | $711K |
| Fusion Family Wealth, LLC | 0.05% | Add +4.0% | 5,032 | $710K |
| Aspen Grove Capital, LLC | 0.12% | Add +1.1% | 5,025 | $709K |
| 55 North Private Wealth, LLC | 0.19% | — | 5,000 | $706K |
| Sculati Wealth Management, LLC | 0.25% | Reduce -28.6% | 4,999 | $706K |
| Montis Financial, LLC | 0.14% | Add +1.9% | 4,991 | $704K |
| Ellsworth Advisors, LLC | 0.14% | Add +18.8% | 4,750 | $702K |
| Tompkins Financial Corp. | 0.05% | Reduce -50.3% | 4,960 | $700K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.3% | 4,956 | $700K |
| Alerus Financial NA | 0.03% | Add +15.3% | 4,948 | $698K |
| North Forty Two & Co. | 0.65% | No change | 4,902 | $692K |
| Brookstone Capital Management | 0.01% | Add +82.7% | 4,867 | $687K |
| Rik Saylor Financial, Inc. | 0.50% | Reduce -1.9% | 4,852 | $685K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 4,851 | $685K |
| Waldron Private Wealth LLC | 0.03% | Reduce -26.2% | 4,845 | $684K |
| Greenfield Savings Bank | 0.29% | Reduce -5.5% | 4,840 | $683K |
| Juncture Wealth Strategies, LLC | 0.22% | Reduce -4.2% | 4,833 | $682K |
| Invested Advisors | 0.71% | Add +64.2% | 4,825 | $681K |
| Mayport, LLC | 0.14% | Add +28.0% | 4,768 | $673K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +1.1% | 4,764 | $672K |
| Dearborn Partners LLC | 0.03% | Add +7.9% | 4,761 | $672K |
| Portland Global Advisors LLC | 0.07% | No change | 4,750 | $670K |
| MGB Wealth Management, LLC | 0.19% | Add +0.3% | 4,745 | $670K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -6.5% | 4,740 | $669K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.6% | 4,738 | $669K |
| Warwick Investment Management, Inc. | 0.10% | Reduce -2.9% | 4,712 | $665K |
| Weatherly Asset Management L. P. | 0.05% | No change | 4,695 | $663K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -29.6% | 4,689 | $662K |
| Selective Wealth Management, Inc. | 0.21% | Add +0.7% | 4,473 | $661K |
| Pinion Investment Advisors, LLC | 0.16% | New | 4,679 | $660K |
| Hyposwiss Advisors SA | 0.65% | — | 4,675 | $660K |
| Evermay Wealth Management LLC | 0.07% | No change | 4,673 | $660K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,630 | $653K |
| Shrier Wealth Management, LLC | 0.26% | — | 4,618 | $652K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +14.9% | 4,616 | $652K |
| Greenleaf Trust | 0.01% | Reduce -7.5% | 4,609 | $651K |
| Trivium Point Advisory, LLC | 0.07% | Reduce -12.2% | 4,592 | $648K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.1% | 4,587 | $647K |
| Bearing Point Capital, LLC | 0.10% | New | 4,585 | $647K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 4,551 | $647K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -1.4% | 4,568 | $645K |
| Spire Wealth Management | 0.02% | Add +2.2% | 4,566 | $644K |
| Connable Office Inc. | 0.06% | No change | 4,556 | $643K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,546 | $642K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.93% | No change | 4,545 | $641K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -2.5% | 4,522 | $638K |
| Ascent Group, LLC | 0.02% | Add +1.7% | 4,510 | $637K |
| Fonville Wealth Management LLC | 0.13% | Add +0.5% | 4,482 | $633K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.6% | 4,463 | $630K |
| Compass Ion Advisors, LLC | 0.06% | No change | 4,456 | $629K |
| Heartwood Wealth Advisors LLC | 0.06% | Reduce -0.1% | 4,403 | $621K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 4,392 | $620K |
| Catalyst Financial Partners LLC | 0.07% | No change | 4,389 | $619K |
| SouthState Bank Corp | 0.03% | Reduce -1.8% | 4,366 | $616K |
| Investors Research Corp | 0.11% | Reduce -1.7% | 4,334 | $612K |
| SkyOak Wealth, LLC | 0.11% | Reduce -0.8% | 4,334 | $612K |
| Centaurus Financial, Inc. | 0.03% | Add +4.8% | 4,313 | $609K |
| Quest 10 Wealth Builders, Inc. | 0.54% | Reduce -0.2% | 4,313 | $609K |
| Ledyard National Bank | 0.05% | Reduce -3.2% | 4,310 | $608K |
| Summit Financial, LLC | 0.01% | Add +15.2% | 4,300 | $607K |
| Nilsine Partners, LLC | 0.05% | Add +184.8% | 4,289 | $605K |
| Leavell Investment Management, Inc. | 0.03% | Add +11.1% | 4,276 | $604K |
| 2UniFi Bank | 0.29% | Add +46.1% | 4,275 | $603K |
| Fiduciary Group, LLC | 0.05% | No change | 4,264 | $602K |
| Bellevue Asset Management, LLC | 0.19% | Add +0.5% | 4,251 | $600K |
| Realta Investment Advisors | 0.20% | Add +4.3% | 4,218 | $595K |
| Procyon Advisors, LLC | 0.03% | Add +15.8% | 4,179 | $590K |
| KFG Wealth Management, LLC | 0.08% | Reduce -1.1% | 4,178 | $590K |
| Foundations Investment Advisors, LLC | 0.01% | Add +182.9% | 4,175 | $589K |
| BIP Wealth, LLC | 0.02% | Reduce -9.3% | 4,147 | $585K |
| Regatta Capital Group, LLC | 0.09% | Reduce -1.0% | 4,123 | $582K |
| Atria Investments, Inc | 0.01% | Add +11.7% | 4,122 | $582K |
| Madrona Financial Services, LLC | 0.12% | Reduce -1.5% | 4,092 | $578K |
| Trust Co. of Toledo NA | 0.06% | Reduce -13.5% | 4,080 | $576K |
| Barrett & Company, Inc. | 0.19% | Add +0.8% | 4,077 | $575K |
| Integris Wealth Management, LLC | 0.13% | No change | 4,036 | $570K |
| Arthur M. Cohen & Associates, LLC | 0.09% | Reduce -6.2% | 4,004 | $565K |
| Harpswell Capital Advisors, LLC | 0.45% | No change | 4,000 | $565K |
| Heck Capital Advisors, LLC | 0.04% | New | 4,000 | $565K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 3,994 | $564K |
| Steinberganna Wealth Management | 0.26% | Reduce -3.2% | 3,988 | $563K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.7% | 3,987 | $563K |
| Pps&v Asset Management Consultants, Inc. | 0.33% | No change | 3,972 | $561K |
| Nvwm, LLC | 0.12% | Reduce -2.7% | 3,970 | $560K |
| IRON Financial LLC | 0.26% | Add +0.9% | 3,940 | $556K |
| BBR Partners, LLC | 0.03% | No change | 3,926 | $554K |
| Chilton Capital Management LLC | 0.02% | No change | 3,893 | $549K |
| Charter Capital Management, LLC\DE | 0.28% | No change | 3,873 | $547K |
| Purkiss Capital Advisors LLC | 0.26% | Reduce -10.8% | 3,871 | $546K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.0% | 3,824 | $546K |
| Worth Financial Advisory Group, LLC | 0.26% | Add +4.3% | 3,863 | $545K |
| Signaturefd, LLC | 0.01% | No change | 3,851 | $544K |
| Triangle Securities Wealth Management | 0.11% | No change | 3,825 | $540K |
| Neumann Capital Management, LLC | 0.16% | No change | 3,819 | $539K |
| Wellington-Altus USA Inc. | 0.40% | — | 3,800 | $536K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -4.1% | 3,796 | $536K |
| Costello Asset Management, INC | 0.17% | Add +167.5% | 3,740 | $528K |
| Regent Peak Wealth Advisors LLC | 0.10% | Reduce -17.2% | 3,740 | $528K |
| Breakwater Capital Group | 0.07% | Reduce -0.0% | 3,738 | $528K |
| Cambridge Financial Group, LLC | 0.18% | Add +56.9% | 3,700 | $525K |
| West Paces Advisors Inc. | 0.10% | No change | 3,714 | $524K |
| Mgo One Seven LLC | 0.01% | Reduce -6.4% | 3,713 | $524K |
| Schnieders Capital Management, Llc. | 0.08% | No change | 3,701 | $522K |
| Hoese & Co LLP | 0.37% | No change | 3,695 | $522K |
| Trilogy Capital Inc. | 0.02% | Add +3.8% | 3,691 | $521K |
| Litman Gregory Wealth Management LLC | 0.04% | Add +8.4% | 3,685 | $520K |
| StoneX Group Inc. | 0.02% | Add +35.3% | 3,663 | $518K |
| Carl P. Sherr & Co., LLC | 0.23% | No change | 3,432 | $516K |
| Interchange Capital Partners, LLC | 0.10% | Add +0.5% | 3,649 | $515K |
| Red Tortoise LLC | 0.22% | Add +0.1% | 3,646 | $515K |
| Bull Street Advisors, LLC | 0.24% | No change | 3,625 | $512K |
| Global Trust Wealth Management LLC | 0.38% | — | 3,626 | $512K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Add +20.6% | 3,624 | $511K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 3,605 | $509K |
| QRG Capital Management, Inc. | 0.01% | Add +12.3% | 3,602 | $508K |
| Rogco, LP | 0.17% | No change | 3,590 | $507K |
| Navis Wealth Advisors, LLC | 0.21% | Add +0.3% | 3,577 | $505K |
| Mezzasalma Advisors, LLC | 0.12% | Add +0.9% | 3,537 | $504K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +9.5% | 3,574 | $504K |
| Pines Wealth Management, LLC | 0.16% | No change | 3,572 | $504K |
| TFB Advisors LLC | 0.14% | Add +0.8% | 3,510 | $495K |
| Bank of New Hampshire | 0.11% | No change | 3,500 | $494K |
| Hixon Zuercher, LLC | 0.15% | Add +0.5% | 3,499 | $494K |
| Anb Bank | 0.20% | Reduce -1.0% | 3,489 | $492K |
| Investment Partners, LTD. | 0.17% | Add +0.2% | 3,478 | $491K |
| truNorth Financial Services, Inc. | 0.53% | — | 3,470 | $490K |
| Federated Hermes, Inc. | 0.00% | New | 3,460 | $488K |
| Cambridge Advisors Inc. | 0.09% | No change | 3,450 | $487K |
| Sage Capital Management, LLC | 0.22% | Add +0.7% | 3,403 | $481K |
| Baring Financial LLC | 0.29% | Reduce -0.4% | 3,391 | $479K |
| Zions Bancorporation, National Association | 0.02% | No change | 3,390 | $478K |
| Bangor Savings Bank | 0.04% | Reduce -3.4% | 3,388 | $478K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 3,385 | $478K |
| Chancellor Financial Group WB LP | 0.33% | No change | 3,383 | $478K |
| Secure Asset Management, LLC | 0.08% | Add +0.4% | 3,379 | $477K |
| Certuity, LLC | 0.03% | Add +7.2% | 3,376 | $476K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.7% | 3,373 | $476K |
| Allie Family Office LLC | 0.22% | No change | 3,370 | $476K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +9.8% | 3,367 | $475K |
| M. Kulyk & Associates, LLC | 0.09% | Add +0.1% | 3,358 | $474K |
| Kelsey Financial, LLC | 0.41% | — | 3,354 | $473K |
| Weaver Consulting Group | 0.12% | Reduce -6.9% | 3,347 | $472K |
| Mather Group, Llc. | 0.00% | Reduce -0.6% | 3,343 | $472K |
| TBH Global Asset Management, LLC | 0.08% | Add +46.0% | 3,324 | $469K |
| Peak Planning Group, LLC | 0.13% | New | 3,313 | $468K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,294 | $465K |
| Smith Thornton Advisors LLC | 0.24% | No change | 3,275 | $462K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +0.6% | 3,270 | $462K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 3,264 | $461K |
| Providence Capital Advisors, LLC | 0.08% | Add +8.7% | 3,264 | $461K |
| Chesley Taft & Associates LLC | 0.02% | New | 3,253 | $459K |
| Thrive Capital Management, LLC | 0.10% | Reduce -9.9% | 3,246 | $458K |
| HUB Investment Partners, LLC | 0.01% | Reduce -25.4% | 3,245 | $458K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -15.1% | 3,231 | $456K |
| Peddock Capital Advisors, LLC | 0.10% | Reduce -20.4% | 3,221 | $455K |
| Sandro Wealth Management LLC | 0.37% | — | 3,206 | $452K |
| Wedmont Private Capital | 0.02% | Add +21.1% | 3,155 | $450K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -11.7% | 3,181 | $449K |
| Aspire Capital Advisors LLC | 0.11% | No change | 3,180 | $449K |
| Obermeyer Wealth Partners | 0.02% | Add +13.5% | 3,177 | $448K |
| ProVise Management Group, LLC | 0.03% | Reduce -1.6% | 3,143 | $444K |
| Insight Wealth Strategies, LLC | 0.05% | Reduce -8.4% | 3,133 | $442K |
| Lee Danner & Bass Inc. | 0.03% | No change | 3,120 | $440K |
| Vision Capital Management, Inc. | 0.05% | No change | 3,099 | $437K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +0.2% | 3,096 | $437K |
| Evolve Private Wealth, LLC | 0.03% | — | 3,094 | $437K |
| Xcelsior Advisor Partners LLC | 0.21% | — | 3,084 | $435K |
| Northstar Group, Inc. | 0.06% | Add +2.2% | 3,075 | $434K |
| WFA of San Diego, LLC | 0.32% | Reduce -3.2% | 3,061 | $432K |
| Larson Financial Group LLC | 0.01% | Add +119.6% | 3,061 | $432K |
| Thrive Wealth Management, LLC | 0.06% | Add +0.2% | 3,057 | $431K |
| Arrowroot Family Office, LLC | 0.16% | Add +3.5% | 3,048 | $430K |
| Primoris Wealth Advisors, LLC | 0.26% | No change | 3,026 | $427K |
| Capstone Wealth Management, Inc. | 0.37% | — | 3,010 | $426K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 3,013 | $425K |
| Davis R M Inc. | 0.01% | New | 3,008 | $425K |
| SlateStone Wealth, LLC | 0.04% | Add +0.3% | 3,007 | $424K |
| TrueWealth Advisors, LLC | 0.11% | No change | 3,000 | $423K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 2,960 | $418K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,960 | $418K |
| Balanced Wealth Group LLC | 0.15% | Add +0.9% | 2,916 | $415K |
| Opal Capital LLC | 0.10% | — | 2,729 | $414K |
| Essex Bank | 0.09% | No change | 2,926 | $413K |
| FC Advisory LLC | 0.12% | Add +0.7% | 2,922 | $412K |
| PMG Wealth Management, Inc. | 0.30% | Add +7.4% | 2,908 | $410K |
| Sage Capital Advisors,llc | 0.10% | Reduce -0.2% | 2,907 | $410K |
| Powers Advisory Group, LLC | 0.15% | New | 2,901 | $409K |
| Rockland Trust Co. | 0.02% | Add +13.8% | 2,881 | $407K |
| Tortuga Wealth Management, Inc | 0.43% | — | 2,877 | $406K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Add +56.9% | 2,875 | $406K |
| First Fiduciary Investment Counsel, Inc. | 0.08% | No change | 2,872 | $405K |
| Stiles Financial Services Inc | 0.12% | Add +0.7% | 2,868 | $405K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.8% | 2,867 | $405K |
| BLB&B Advisors, LLC | 0.02% | Add +1.5% | 2,866 | $405K |
| Annex Advisory Services, LLC | 0.01% | Add +66.7% | 2,858 | $403K |
| Ritholtz Wealth Management | 0.01% | Add +35.5% | 2,849 | $402K |
| Busey Bank | 0.01% | No change | 2,848 | $402K |
| STAR Financial Bank | 0.20% | No change | 2,840 | $401K |
| Horizon Investments, LLC | 0.01% | Reduce -6.0% | 2,823 | $398K |
| AF Advisors, Inc. | 0.15% | Reduce -3.2% | 2,823 | $398K |
| Future Financial Wealth Managment LLC | 0.27% | Reduce -11.6% | 2,710 | $396K |
| Vantage Investment Partners, LLC | 0.03% | Reduce -1.4% | 2,806 | $396K |
| Dixon Fnancial Services, Inc. | 0.18% | No change | 2,805 | $396K |
| Courage Miller Partners, LLC | 0.12% | Add +0.2% | 2,802 | $395K |
| Continuum Wealth Advisors, LLC | 0.15% | Reduce -8.4% | 2,801 | $395K |
| Hunter Associates Investment Management LLC | 0.05% | Add +3.3% | 2,781 | $393K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $389K |
| Motco | 0.04% | Add +60.8% | 2,751 | $388K |
| Alpine Bank Wealth Management | 0.05% | No change | 2,750 | $388K |
| John Boyer, Inc. | 0.39% | Reduce -7.5% | 2,740 | $387K |
| Fairvoy Private Wealth, LLC | 0.09% | No change | 2,734 | $386K |
| Southland Equity Partners LLC | 0.08% | Add +1.4% | 2,718 | $384K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.3% | 2,714 | $383K |
| Oakworth Capital, Inc. | 0.02% | No change | 2,713 | $383K |
| North Star Asset Management Inc. | 0.02% | No change | 2,710 | $382K |
| Keating Financial Advisory Services, Inc. | 0.05% | — | 2,696 | $381K |
| CFM Wealth Partners LLC | 0.05% | No change | 2,693 | $380K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,671 | $377K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 2,572 | $376K |
| Tudor Financial Inc. | 0.19% | Add +0.1% | 2,621 | $370K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | Reduce -13.5% | 2,616 | $369K |
| Pflug Koory, LLC | 0.17% | Reduce -8.6% | 2,608 | $368K |
| Palisade Asset Management, LLC | 0.04% | No change | 2,590 | $366K |
| Camden National Bank | 0.05% | Reduce -1.3% | 2,589 | $365K |
| KPP Advisory Services LLC | 0.05% | Reduce -0.2% | 2,583 | $365K |
| Mma Asset Management LLC | 0.13% | Add +0.5% | 2,580 | $364K |
| Glassman Wealth Services | 0.05% | No change | 2,569 | $363K |
| Silver Oak Securities, Incorporated | 0.02% | Add +4.5% | 2,548 | $362K |
| Biltmore Family Office, LLC | 0.05% | No change | 2,567 | $362K |
| JB Capital LLC | 0.01% | Add +6.4% | 2,562 | $362K |
| RFG Advisory, LLC | 0.01% | Reduce -15.1% | 2,555 | $361K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 2,553 | $360K |
| YANKCOM Partnership | 0.15% | Reduce -5.6% | 2,550 | $360K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | No change | 2,548 | $360K |
| Gainplan LLC | 0.13% | Reduce -1.5% | 2,539 | $358K |
| Bouvel Investment Partners, LLC | 0.10% | Add +13.5% | 2,539 | $358K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,533 | $358K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -0.3% | 2,521 | $356K |
| Calton & Associates, Inc. | 0.05% | Add +5.6% | 2,519 | $355K |
| WoodTrust Financial Corp | 0.04% | Add +0.3% | 2,512 | $355K |
| Latitude Advisors, LLC | 0.16% | Add +38.9% | 2,500 | $353K |
| Clayton Financial Group LLC | 0.18% | New | 2,500 | $353K |
| Passive Capital Management, LLC. | 0.11% | No change | 2,500 | $353K |
| Mengis Capital Management, Inc. | 0.06% | No change | 2,500 | $353K |
| GM Advisory Group, LLC | 0.01% | Add +0.7% | 2,496 | $352K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +70.9% | 2,495 | $352K |
| Nicolet Bankshares Inc. | 0.06% | No change | 2,475 | $349K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $349K |
| LongView Wealth Management | 0.08% | Reduce -11.0% | 2,393 | $348K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -11.8% | 2,438 | $344K |
| Mystic Asset Management, Inc. | 0.08% | Reduce -1.2% | 2,434 | $344K |
| Capital Advisors Inc. | 0.01% | Reduce -7.8% | 2,423 | $342K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $342K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 2,405 | $339K |
| Twele Capital Management, Inc. | 0.06% | No change | 2,401 | $339K |
| United Bank | 0.04% | No change | 2,399 | $339K |
| Fairfield Financial Advisors, LTD | 0.11% | Add +5.6% | 2,393 | $338K |
| Pacific Sun Financial Corp | 0.16% | No change | 2,392 | $338K |
| Vident Advisory, LLC | 0.00% | New | 2,385 | $337K |
| SHP Wealth Management | 0.03% | — | 2,369 | $334K |
| Benedict Financial Advisors Inc. | 0.07% | Reduce -0.8% | 2,359 | $333K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.0% | 2,359 | $333K |
| Money Concepts Capital Corp. | 0.02% | Add +1.4% | 2,356 | $333K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.7% | 2,355 | $332K |
| Northwest Bancshares, Inc. | 0.06% | No change | 2,353 | $332K |
| Highview Capital Management LLC | 0.12% | No change | 2,348 | $331K |
| Fogel Capital Management, Inc. | 0.15% | No change | 2,345 | $331K |
| Northeast Investment Management | 0.01% | No change | 2,341 | $330K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,333 | $329K |
| Philadelphia Trust Co. | 0.02% | Reduce -2.1% | 2,333 | $329K |
| Clarus Group, Inc. | 0.12% | No change | 2,329 | $329K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 2,321 | $328K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -5.4% | 2,320 | $327K |
| Good Harbor Advisors, Inc. | 0.38% | — | 2,319 | $327K |
| Access Financial Services, Inc. | 0.12% | No change | 2,317 | $327K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.6% | 2,302 | $325K |
| Madison Wealth Partners, Inc | 0.06% | New | 2,295 | $324K |
| Marquette Asset Management, LLC | 0.05% | Reduce -8.7% | 2,289 | $323K |
| Clientfirst Wealth Management, LLC | 0.26% | No change | 2,285 | $323K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +4.4% | 2,283 | $322K |
| Affiance Financial, LLC | 0.05% | No change | 2,275 | $321K |
| Heritage Wealth Advisors | 0.01% | No change | 2,260 | $319K |
| Traphagen Investment Advisors LLC | 0.03% | Add +7.5% | 2,255 | $318K |
| Orleans Capital Management Corp. | 0.20% | No change | 2,250 | $318K |
| RiverFront Investment Group, LLC | 0.01% | New | 2,241 | $316K |
| Certified Advisory Corp | 0.03% | No change | 2,240 | $316K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -9.8% | 2,236 | $316K |
| HCR Wealth Advisors | 0.03% | Reduce -22.2% | 2,236 | $316K |
| Castle Wealth Management LLC | 0.10% | Reduce -0.4% | 2,233 | $315K |
| HWG Holdings LP | 0.08% | Reduce -0.9% | 2,229 | $315K |
| Grove Bank & Trust | 0.04% | No change | 2,226 | $314K |
| Nikulski Financial, Inc. | 0.08% | Reduce -24.9% | 2,225 | $314K |
| KDK Private Wealth Management, LLC | 0.27% | New | 2,220 | $313K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,209 | $312K |
| One Capital Management, LLC | 0.01% | Reduce -3.5% | 2,187 | $309K |
| American Institute for Advanced Investment Management, LLP | 0.20% | No change | 2,181 | $308K |
| Karnit Road Accident Victims Compensation Fund | 0.17% | — | 2,170 | $306K |
| LCNB Corp. | 0.10% | Add +6.4% | 2,157 | $304K |
| Pacific Center for Financial Services | 0.08% | No change | 2,137 | $304K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,151 | $304K |
| Childress Capital Advisors, LLC | 0.05% | No change | 2,146 | $303K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.5% | 2,143 | $302K |
| Hoffman, Alan N Investment Management | 0.17% | No change | 2,134 | $301K |
| Harbor Asset Planning, Inc. | 0.26% | Add +1.1% | 2,130 | $301K |
| Orion Capital Management LLC | 0.10% | No change | 2,130 | $301K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.3% | 2,123 | $300K |
| Victrix Investment Advisors | 0.12% | New | 2,120 | $299K |
| First Western Trust Bank | 0.01% | Reduce -0.5% | 2,116 | $299K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 2,114 | $298K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.3% | 2,110 | $298K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.12% | Reduce -0.1% | 2,110 | $298K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +42.1% | 2,103 | $297K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,103 | $297K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 2,092 | $295K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,082 | $294K |
| Staley Capital Advisers Inc. | 0.01% | Add +1.7% | 2,076 | $293K |
| Pettinga Financial Advisors LLC | 0.06% | Reduce -10.8% | 2,075 | $293K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,075 | $293K |
| Accelerate Investment Advisors LLC | 0.20% | Add +0.3% | 2,067 | $292K |
| Heritage Financial Services, LLC | 0.02% | No change | 2,064 | $291K |
| Bluespring Wealth Management, LLC | 0.03% | Add +0.5% | 2,054 | $290K |
| First American Bank | 0.02% | No change | 2,050 | $289K |
| CIBC Asset Management Inc | 0.00% | No change | 2,050 | $289K |
| OakTrust Wealth Advisors, LLC | 0.27% | — | 2,048 | $289K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 2,045 | $289K |
| Cfo Capital Management LLC | 0.22% | — | 2,043 | $288K |
| ABLE Financial Group, LLC | 0.06% | Add +0.7% | 2,041 | $288K |
| Gateway Wealth Partners, LLC | 0.03% | Add +9.9% | 2,040 | $288K |
| Trek Financial, LLC | 0.02% | New | 2,036 | $287K |
| Meeder Advisory Services, Inc. | 0.01% | No change | 2,035 | $287K |
| Montag A & Associates Inc. | 0.01% | No change | 2,026 | $286K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 2,021 | $285K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,008 | $283K |
| Colonial Trust Advisors | 0.02% | Add +1.3% | 2,006 | $283K |
| Gridiron Partners, LLC | 0.16% | No change | 2,000 | $282K |
| Clear Trail Advisors, LLC | 0.07% | — | 2,000 | $282K |
| Augustine Asset Management Inc. | 0.06% | No change | 2,000 | $282K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -7.5% | 1,995 | $282K |
| Align Financial, LLC | 0.16% | — | 280,846 | $281K |
| Citadel Advisors | 0.00% | New | 1,989 | $281K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +22.6% | 1,978 | $279K |
| Avion Wealth | 0.06% | No change | 1,978 | $279K |
| Valley National Advisers Inc. | 0.04% | Add +895.5% | 1,981 | $279K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 1,975 | $279K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $279K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -20.4% | 1,971 | $278K |
| Forum Financial Management, LP | 0.00% | No change | 1,966 | $277K |
| Sterling Wealth Management, Inc. | 0.08% | No change | 1,961 | $277K |
| Bantamac Capital, LLC | 0.20% | Reduce -2.0% | 1,960 | $277K |
| Perennial Investment Advisors, LLC | 0.02% | Add +0.1% | 1,959 | $276K |
| GWN Securities Inc. | 0.06% | Add +14.8% | 1,958 | $276K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Reduce -1.3% | 1,950 | $275K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +1.1% | 1,947 | $275K |
| City National Bank of Florida | 0.18% | Reduce -14.1% | 1,944 | $274K |
| Advisors Capital Management, LLC | 0.00% | Reduce -34.7% | 1,941 | $274K |
| Altus Wealth Group LLC | 0.11% | Reduce -0.3% | 1,931 | $273K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +1.1% | 1,927 | $272K |
| Legacy Advisors, LLC | 0.03% | No change | 1,924 | $272K |
| Sterling Financial Planning, Inc. | 0.08% | No change | 1,922 | $271K |
| Birchwood Financial Partners, Inc. | 0.27% | — | 1,908 | $269K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -1.4% | 1,907 | $269K |
| Security National Bank of Sioux City Iowa | 0.17% | No change | 1,905 | $269K |
| Grandview Asset Management LLC | 0.07% | Reduce -13.6% | 1,905 | $269K |
| Dudley Capital Management, LLC | 0.12% | No change | 1,900 | $268K |
| CFO4Life Group, LLC | 0.04% | No change | 1,900 | $268K |
| Vicus Capital | 0.02% | Add +0.6% | 1,899 | $268K |
| Grandfield & Dodd, LLC | 0.02% | No change | 1,899 | $268K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 1,721 | $268K |
| Olistico Wealth, LLC | 0.13% | Add +0.8% | 1,878 | $265K |
| Diversified Enterprises, LLC | 0.02% | Add +8.6% | 1,877 | $265K |
| Charis Legacy Partners, LLC | 0.39% | New | 1,871 | $264K |
| Carson Advisory Inc. | 0.14% | Reduce -6.9% | 1,870 | $264K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 1,869 | $264K |
| Mustico Financial Group, Inc. | 0.20% | Add +13.3% | 1,808 | $263K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -31.2% | 1,863 | $263K |
| BTG Pactual Asset Management US LLC | 0.03% | Add +18.4% | 1,979 | $263K |
| Spirepoint Private Client, LLC | 0.03% | No change | 1,853 | $262K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +0.5% | 1,851 | $261K |
| American Financial Advisors, LLC | 0.03% | Add +0.2% | 1,843 | $260K |
| Cedar Wealth Management, LLC | 0.08% | No change | 1,840 | $260K |
| Triumph Capital Management | 0.06% | Add +0.6% | 1,836 | $259K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,835 | $259K |
| Anchor Investment Management, LLC | 0.02% | Reduce -0.3% | 1,832 | $259K |
| Empower Advisory Group, LLC | 0.00% | New | 1,825 | $258K |
| Kovack Advisors, Inc. | 0.01% | New | 1,800 | $254K |
| Duncan Williams Asset Management, LLC | 0.06% | Add +1.1% | 1,645 | $254K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,790 | $253K |
| South Plains Financial, Inc. | 0.15% | Reduce -11.0% | 1,788 | $252K |
| Birchcreek Wealth Management, LLC | 0.12% | Reduce -46.7% | 1,784 | $252K |
| CoreFirst Bank & Trust | 0.14% | No change | 1,779 | $251K |
| Norden Group LLC | 0.02% | No change | 1,773 | $250K |
| Dala Group, LLC | 0.22% | — | 1,769 | $250K |
| Maia Wealth LLC | 0.04% | Reduce -7.5% | 1,593 | $249K |
| Zacks Investment Management | 0.00% | New | 1,764 | $249K |
| Waller Financial Planning Group, Inc. | 0.05% | New | 1,750 | $247K |
| Golden State Wealth Management, LLC | 0.03% | Add +14.8% | 1,745 | $246K |
| AtlasMark Financial, Inc | 0.16% | No change | 1,743 | $246K |
| Cairn Investment Group, Inc. | 0.12% | No change | 1,742 | $246K |
| Allegheny Financial Group | 0.04% | Add +0.3% | 1,737 | $245K |
| Gray Private Wealth, LLC | 0.12% | No change | 1,729 | $244K |
| Coquina Private Wealth LLC | 0.19% | — | 1,720 | $243K |
| Chatterton & Associates Inc. | 0.21% | — | 1,719 | $243K |
| Highline Wealth Partners LLC | 0.07% | Reduce -2.1% | 1,709 | $241K |
| DF Dent & Co. Inc. | 0.00% | No change | 1,705 | $241K |
| Semus Wealth Partners LLC | 0.13% | Add +0.9% | 1,699 | $240K |
| Hickory Point Bank & Trust | 0.17% | No change | 1,698 | $240K |
| Prosperity Financial Group, Inc. | 0.09% | Add +3.0% | 1,697 | $240K |
| Hoxton Planning & Management, LLC | 0.07% | No change | 1,695 | $239K |
| BCS Private Wealth Management, Inc. | 0.08% | No change | 1,691 | $239K |
| Piscataqua Savings Bank | 0.17% | No change | 1,690 | $239K |
| Sard Wealth Management Group, LLC | 0.13% | Add +0.4% | 1,688 | $238K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 1,682 | $237K |
| Uhlmann Price Securities, LLC | 0.14% | No change | 1,680 | $237K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.8% | 1,677 | $237K |
| Adapt Wealth Advisors, LLC | 0.08% | Add +5.6% | 1,679 | $237K |
| Francis Financial, Inc. | 0.05% | No change | 1,675 | $236K |
| Middleton & Co. Inc. | 0.03% | No change | 1,675 | $236K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -1.2% | 1,672 | $236K |
| KWB Wealth | 0.02% | New | 1,670 | $236K |
| Citigroup Inc. | 0.00% | Reduce -83.9% | 1,667 | $235K |
| Bison Wealth, LLC | 0.03% | New | 1,608 | $235K |
| Insight Inv LLC | 0.13% | No change | 1,662 | $235K |
| Burney Co./ | 0.01% | New | 1,662 | $235K |
| Kelly Financial Group LLC | 0.06% | No change | 1,661 | $234K |
| Slagle Financial, LLC | 0.08% | New | 1,658 | $234K |
| Smith Partners Wealth Management, LLC | 0.21% | — | 1,650 | $233K |
| Wealth Advisory Solutions, LLC | 0.05% | No change | 1,648 | $233K |
| Clearstead Trust, LLC | 0.04% | No change | 1,643 | $232K |
| Chemistry Wealth Management LLC | 0.04% | Reduce -1.0% | 1,640 | $231K |
| Moneco Advisors, LLC | 0.02% | Add +0.1% | 1,640 | $231K |
| Allred Capital Management, LLC | 0.08% | No change | 1,633 | $231K |
| Morton Capital Management LLC | 0.04% | No change | 1,638 | $231K |
| First Merchants Corp. | 0.01% | No change | 1,632 | $230K |
| Oldfather Financial Services, LLC | 0.07% | Add +14.9% | 1,631 | $230K |
| Pacific Wealth Strategies Group, Inc. | 0.13% | New | 1,628 | $230K |
| Berman McAleer LLC | 0.03% | No change | 1,628 | $230K |
| ARS Wealth Advisors Group, LLC | 0.02% | No change | 1,628 | $230K |
| Unified Investment Management | 0.23% | No change | 1,627 | $230K |
| Visionary Wealth Advisors | 0.01% | Add +0.6% | 1,626 | $230K |
| 1 North Wealth Services LLC | 0.08% | No change | 1,625 | $229K |
| Tucker Asset Management LLC | 0.07% | No change | 1,621 | $229K |
| Crumly & Associates Inc. | 0.05% | Add +0.8% | 1,619 | $228K |
| Houlihan Financial Resource Group, Ltd. | 0.09% | New | 1,524 | $228K |
| St Germain D J Co. Inc. | 0.01% | No change | 1,616 | $228K |
| TABR Capital Management, LLC | 0.15% | Add +0.3% | 1,613 | $228K |
| Ring Mountain Capital, LLC | 0.12% | Reduce -7.0% | 1,533 | $226K |
| Firestone Capital Management | 0.05% | No change | 1,601 | $226K |
| Arq Wealth Advisors, LLC | 0.06% | No change | 1,600 | $226K |
| Carderock Capital Management Inc. | 0.05% | No change | 1,600 | $226K |
| KOM Wealth Management Group, LLC | 0.16% | Add +1.1% | 1,596 | $225K |
| Colonial Trust Co / SC | 0.03% | No change | 1,595 | $225K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,592 | $225K |
| Fidelity D & D Bancorp Inc. | 0.10% | Reduce -1.6% | 1,589 | $224K |
| Green Ridge Wealth Planning LLC | 0.11% | — | 1,587 | $224K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -19.6% | 1,583 | $223K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.5% | 1,581 | $223K |
| Howard Wealth Management, LLC | 0.10% | Add +0.1% | 1,576 | $223K |
| Founders Grove Wealth Partners, LLC | 0.05% | No change | 1,576 | $222K |
| Wick Capital Partners, LLC | 0.04% | No change | 1,574 | $222K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,567 | $221K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,567 | $221K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Add +1.2% | 1,566 | $221K |
| Indivisible Partners | 0.02% | — | 1,561 | $220K |
| Sterling Investment Advisors LLC | 0.11% | No change | 1,559 | $220K |
| Phillips Financial Management, LLC | 0.01% | Reduce -4.4% | 1,554 | $219K |
| Capital Square, LLC | 0.11% | New | 1,553 | $219K |
| Summit Asset Management, LLC | 0.03% | Add +3.3% | 1,550 | $219K |
| Breakwater Investment Management | 0.08% | No change | 1,548 | $218K |
| Manuka Financial, LLC | 0.14% | No change | 1,548 | $218K |
| Flputnam Investment Management Co. | 0.00% | Reduce -28.7% | 1,547 | $218K |
| Northstar Advisory Group, LLC | 0.08% | Add +0.3% | 1,544 | $218K |
| Braeburn Wealth Management LLC | 0.11% | — | 1,543 | $218K |
| MRWM Advisors, LLC | 0.12% | No change | 1,537 | $217K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 1,530 | $216K |
| GAMMA Investing LLC | 0.01% | No change | 1,524 | $215K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -0.3% | 1,521 | $215K |
| Dentgroup LLC | 0.15% | No change | 1,519 | $214K |
| LVM Capital Management Ltd. | 0.02% | No change | 1,516 | $214K |
| Iron Gate Global Advisors LLC | 0.02% | No change | 1,511 | $213K |
| Hills Bank & Trust Co | 0.01% | No change | 1,510 | $213K |
| Saxon Interests, Inc. | 0.08% | No change | 1,504 | $212K |
| Petros Family Wealth, LLC | 0.14% | New | 1,500 | $212K |
| LifeWealth Investments, LLC | 0.07% | No change | 1,500 | $212K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,500 | $212K |
| Asio Capital, LLC | 0.03% | No change | 1,500 | $212K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,500 | $212K |
| Diversified Portfolios, Inc. | 0.02% | No change | 1,500 | $212K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 1,500 | $212K |
| Post Resch Tallon Group Inc. | 0.18% | No change | 1,500 | $212K |
| Intellus Advisors LLC | 0.03% | Reduce -0.1% | 1,499 | $212K |
| Curry Webb Wealth Management LLC | 0.10% | — | 1,492 | $211K |
| Mission Hills Financial Advisory, LLC | 0.11% | New | 1,490 | $210K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.7% | 1,490 | $210K |
| LJI Wealth Management, LLC | 0.03% | No change | 1,481 | $209K |
| Segment Wealth Management, LLC | 0.01% | No change | 1,480 | $209K |
| Paces Ferry Wealth Advisors, LLC | 0.08% | New | 1,477 | $208K |
| American Trust | 0.02% | Reduce -29.7% | 1,463 | $206K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 1,459 | $206K |
| Harbour Capital Advisors, LLC | 0.04% | No change | 1,441 | $206K |
| Riverview Capital Advisers, LLC | 0.06% | No change | 1,455 | $205K |
| Sage Rhino Capital LLC | 0.04% | No change | 1,455 | $205K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,450 | $205K |
| Aft, Forsyth & Company, Inc. | 0.09% | Add +0.5% | 1,448 | $204K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -33.1% | 1,447 | $204K |
| Financial Management Network Inc. | 0.03% | No change | 1,430 | $204K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.3% | 1,420 | $204K |
| AJ Advisors, LLC | 0.07% | Add +1.1% | 1,439 | $203K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.5% | 1,433 | $202K |
| Dunhill Financial, LLC | 0.06% | Reduce -16.0% | 1,430 | $202K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,422 | $201K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 1,419 | $200K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -13.3% | 1,409 | $199K |
| Rothschild Investment LLC | 0.01% | Reduce -24.5% | 1,390 | $196K |
| Sfam, LLC | 0.18% | — | 1,360 | $192K |
| Concord Wealth Partners | 0.02% | Add +1.1% | 1,339 | $189K |
| Armor Investment Advisors, LLC | 0.07% | Reduce -5.6% | 1,286 | $182K |
| BankPlus Trust Department | 0.05% | Reduce -7.8% | 1,280 | $181K |
| Missouri Trust & Investment Co | 0.05% | No change | 1,270 | $179K |
| Angeles Wealth Management, LLC | 0.01% | Add +18.8% | 1,266 | $179K |
| Grand Wealth Management, LLC | 0.08% | Add +39.7% | 1,256 | $177K |
| LRI Investments, LLC | 0.01% | No change | 1,255 | $177K |
| Qube Research & Technologies Ltd | 0.00% | Add +77.3% | 1,248 | $176K |
| Evolution Wealth Management Inc. | 0.14% | New | 1,238 | $175K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $174K |
| First Financial Corp. | 0.06% | No change | 1,211 | $171K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -5.5% | 1,211 | $171K |
| Quadrant Capital Group LLC | 0.01% | Add +47.9% | 1,205 | $170K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.1% | 1,198 | $169K |
| WealthShield Partners, LLC | 0.02% | Add +1.5% | 1,197 | $169K |
| Riverview Trust Co | 0.20% | No change | 1,196 | $169K |
| Westend Capital Management, LLC | 0.05% | No change | 1,180 | $167K |
| Measured Wealth Private Client Group, LLC | 0.04% | Reduce -18.7% | 1,163 | $164K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +1.1% | 1,151 | $162K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 1,145 | $162K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,127 | $159K |
| TrustBank | 0.07% | — | 1,125 | $159K |
| NBT Bank, N.A. | 0.01% | Reduce -1.3% | 1,108 | $156K |
| CNB Bank | 0.06% | No change | 1,102 | $156K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $154K |
| Old Second National Bank of Aurora | 0.03% | No change | 1,090 | $154K |
| SageView Advisory Group, LLC | 0.01% | New | 1,088 | $154K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,087 | $153K |
| Rossmore Private Capital | 0.01% | No change | 1,050 | $148K |
| Blue Trust, Inc. | 0.00% | Reduce -1.4% | 1,045 | $147K |
| Crews Bank & Trust | 0.02% | No change | 1,038 | $147K |
| Capital Investment Counsel, Inc | 0.02% | New | 1,034 | $146K |
| Raffa Wealth Management, LLC | 0.02% | Add +1.2% | 1,020 | $144K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -19.0% | 1,015 | $143K |
| Ancora Advisors LLC | 0.00% | No change | 1,009 | $142K |
| Cornerstone Financial Management LLC | 0.13% | — | 1,000 | $141K |
| Country Trust Bank | 0.00% | Reduce -9.2% | 993 | $140K |
| Peoples Financial Services Corp. | 0.06% | No change | 951 | $134K |
| Crewe Advisors LLC | 0.01% | Add +1.0% | 951 | $134K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 935 | $132K |
| Gilpin Wealth Management, LLC | 0.10% | — | 925 | $131K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +16.0% | 868 | $123K |
| Manchester Capital Management LLC | 0.02% | New | 860 | $121K |
| Optima Capital LLC | 0.05% | New | 850 | $120K |
| Blueline Advisors LLC | 0.10% | — | 828 | $117K |
| Gen-Wealth Partners Inc | 0.04% | No change | 823 | $116K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 814 | $115K |
| Entrust Financial LLC | 0.08% | — | 799 | $113K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 795 | $112K |
| Matrix Private Capital Group LLC | 0.06% | No change | 793 | $112K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +2.6% | 776 | $110K |
| Davis Capital Management | 0.07% | No change | 752 | $106K |
| Finley Financial, LLC | 0.05% | No change | 730 | $103K |
| Garton & Associates Financial Advisors LLC | 0.06% | — | 705 | $100K |
| Cape Investment Advisory, Inc. | 0.03% | Add +250.0% | 700 | $99K |
| Provident Wealth Management, LLC | 0.03% | Reduce -76.4% | 700 | $99K |
| Hilton Head Capital Partners, LLC | 0.06% | — | 691 | $98K |
| Prosperity Bancshares Inc | 0.09% | — | 677 | $96K |
| MCF Advisors LLC | 0.01% | No change | 676 | $95K |
| Bayban | 0.08% | — | 675 | $95K |
| VSM Wealth Advisory, LLC | 0.03% | Add +30.4% | 665 | $94K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Reduce -0.1% | 660 | $93K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 657 | $93K |
| Key Financial Inc | 0.02% | No change | 647 | $91K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 642 | $91K |
| Accordant Advisory Group Inc | 0.06% | No change | 633 | $89K |
| Nalls Sherbakoff Group, LLC | 0.06% | Add +17.5% | 631 | $89K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 611 | $86K |
| Essential Investment Partners LLC | 0.08% | — | 595 | $84K |
| High Note Wealth, LLC | 0.02% | No change | 579 | $82K |
| Schroder Investment Management Group | 0.00% | No change | 570 | $80K |
| Friedenthal Financial | 0.04% | No change | 557 | $79K |
| BankChampaign, National Association | 0.08% | — | 952 | $78K |
| Maryland Capital Advisors Inc. | 0.03% | Add +82.7% | 548 | $77K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $77K |
| City State Bank | 0.02% | No change | 530 | $75K |
| REAP Financial Group, LLC | 0.01% | New | 523 | $74K |
| Millstone Evans Group, LLC | 0.04% | Reduce -0.2% | 517 | $73K |
| Signature Equity Partners, LLC | 0.04% | — | 505 | $71K |
| Fairway Wealth LLC | 0.02% | No change | 500 | $71K |
| Financial Connections Group, Inc. | 0.02% | No change | 497 | $70K |
| Monetary Solutions, Ltd | 0.07% | — | 495 | $70K |
| Richardson Financial Services Inc. | 0.02% | No change | 494 | $70K |
| Fortitude Family Office, LLC | 0.02% | No change | 490 | $69K |
| ORG Partners LLC | 0.01% | No change | 488 | $69K |
| MilWealth Group LLC | 0.02% | No change | 487 | $69K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $68K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 480 | $68K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.6% | 475 | $67K |
| Rossby Financial, LCC | 0.02% | No change | 472 | $67K |
| Granville Capital, Inc. | 0.03% | — | 459 | $65K |
| Creative Capital Management Investments LLC | 0.02% | Add +79.4% | 452 | $64K |
| Adirondack Trust Co. | 0.02% | No change | 450 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.1% | 449 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 432 | $61K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 420 | $59K |
| MTM Investment Management, LLC | 0.02% | No change | 415 | $59K |
| EPG Wealth Management LLC | 0.02% | Add +0.2% | 415 | $59K |
| IAG Wealth Partners, LLC | 0.01% | Add +1.2% | 412 | $58K |
| CX Institutional | 0.00% | Add +1.0% | 403 | $57K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 397 | $56K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Reduce -15.0% | 398 | $56K |
| Resources Management Corp. /CT/ | 0.01% | New | 400 | $56K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $56K |
| Morse Asset Management, Inc | 0.01% | No change | 389 | $55K |
| Meramec Financial Planners, LLC | 0.02% | — | 351 | $55K |
| Smartleaf Asset Management LLC | 0.00% | Add +332.9% | 381 | $54K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +0.5% | 384 | $54K |
| Roxbury Financial LLC | 0.05% | Add +2.4% | 382 | $54K |
| Elyxium Wealth, LLC | 0.01% | New | 366 | $52K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +38.9% | 357 | $51K |
| Horizons Wealth Management | 0.03% | No change | 360 | $51K |
| Arvest Investments, Inc. | 0.01% | New | 356 | $50K |
| Legacy Bridge, LLC | 0.02% | No change | 350 | $49K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 348 | $49K |
| Seneschal Advisors, LLC | 0.04% | No change | 343 | $48K |
| Corsicana & Co. | 0.03% | No change | 341 | $48K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 311 | $48K |
| Pittenger & Anderson Inc. | 0.00% | No change | 333 | $47K |
| Weaver Capital Management LLC | 0.01% | No change | 325 | $46K |
| Byrne Asset Management LLC | 0.02% | New | 315 | $44K |
| NFSG Corp | 0.01% | Add +26.6% | 314 | $44K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -5.6% | 305 | $43K |
| Winthrop Capital Management, LLC | 0.01% | No change | 304 | $43K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $42K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 297 | $42K |
| Strive Financial Group ,LLC | 0.02% | — | 293 | $41K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $41K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 284 | $40K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 280 | $40K |
| Jessup Wealth Management, Inc | 0.01% | New | 268 | $38K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 261 | $37K |
| Clean Yield Group | 0.01% | No change | 260 | $37K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +1.2% | 255 | $36K |
| American National Bank & Trust | 0.00% | No change | 251 | $35K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -4.9% | 250 | $35K |
| IMA Advisory Services, Inc. | 0.00% | No change | 250 | $35K |
| Financial Freedom, LLC | 0.02% | No change | 248 | $35K |
| CGC Financial Services, LLC | 0.01% | No change | 238 | $34K |
| Kilter Group LLC | 0.01% | Add +0.8% | 238 | $34K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $33K |
| Trust Co | 0.00% | No change | 220 | $31K |
| Miller Capital Partners, Inc. | 0.02% | — | 210 | $30K |
| S&T Bank | 0.01% | No change | 203 | $29K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 203 | $29K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $28K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 195 | $27K |
| Ransom Advisory, Ltd | 0.01% | New | 190 | $27K |
| Elevated Capital Advisors, LLC | 0.01% | New | 184 | $26K |
| Caitlin John, LLC | 0.02% | New | 180 | $25K |
| Advisors Asset Management, Inc. | 0.00% | No change | 178 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 176 | $25K |
| Rice Partnership, LLC | 0.00% | No change | 175 | $25K |
| Team Financial Group, LLC | 0.01% | Add +1.2% | 174 | $25K |
| Centerpoint Advisors, LLC | 0.01% | No change | 170 | $24K |
| Fairman Group, LLC | 0.02% | Reduce -56.2% | 166 | $23K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -39.4% | 154 | $22K |
| Addison Advisors LLC | 0.00% | No change | 152 | $21K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 150 | $21K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 149 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $20K |
| Kelleher Financial Advisors | 0.00% | No change | 142 | $20K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $20K |
| Family Manage LLC | 0.00% | No change | 131 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 128 | $18K |
| Strategic Wealth Advisors LLC | 0.02% | — | 133 | $18K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 127 | $18K |
| Advantage Trust Co | 0.01% | No change | 120 | $17K |
| Financial Perspectives, Inc | 0.00% | No change | 115 | $16K |
| Tsfg, LLC | 0.00% | No change | 110 | $16K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $15K |
| Financial Consulate, Inc. | 0.00% | No change | 105 | $15K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $14K |
| Howe & Rusling Inc. | 0.00% | Reduce -24.8% | 100 | $14K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 100 | $14K |
| Delta Asset Management LLC | 0.00% | No change | 98 | $14K |
| Hughes Financial Services, LLC | 0.00% | No change | 97 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 93 | $13K |
| Root Financial Partners, LLC | 0.00% | Add +151.3% | 93 | $13K |
| Silicon Valley Capital Partners | 0.00% | No change | 88 | $12K |
| PayPay Securities Corp | 0.34% | Add +18.6% | 83 | $12K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 75 | $11K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 75 | $11K |
| Robbins Farley | 0.00% | No change | 75 | $11K |
| Inlight Wealth Management, LLC | 0.00% | No change | 73 | $10K |
| Roble, Belko & Company, Inc | 0.00% | No change | 68 | $10K |
| Princeton Global Asset Management LLC | 0.00% | No change | 70 | $10K |
| Center for Financial Planning, Inc. | 0.00% | Reduce -45.0% | 61 | $9K |
| Basepoint Wealth LLC | 0.01% | New | 60 | $9K |
| Nova Wealth Management, Inc. | 0.01% | New | 60 | $8K |
| Register Financial Advisors LLC | 0.00% | No change | 56 | $8K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 53 | $7K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 52 | $7K |
| UMB Bank, n.a. | 0.00% | New | 51 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $7K |
| GGM Financial LLC | 0.00% | No change | 49 | $7K |
| Lodestone Wealth Management LLC | 0.00% | New | 49 | $7K |
| Bullock Wealth Management Group | 0.00% | — | 48 | $7K |
| Broadwater Capital Management LLC | 0.00% | No change | 42 | $6K |
| Toronto Dominion Bank | 0.00% | New | 42 | $6K |
| Sunrise Financial Services, LLC | 0.00% | — | 39 | $6K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 35 | $5K |
| Rakuten Securities, Inc. | 0.00% | Add +45.8% | 35 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 35 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 29 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 27 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -72.2% | 25 | $4K |
| Bfsg, LLC | 0.00% | No change | 25 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | — | 25 | $4K |
| Atomic Invest LLC | 0.00% | — | 19 | $3K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -29.6% | 19 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 15 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -12.5% | 14 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 11 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 7 | $1K |
| West Branch Capital LLC | 0.00% | No change | 4 | $565 |
| 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.