iShares Select Dividend ETFDVYETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 1,427 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, up 38 from Q4 2025. 99 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($987.0M) and Wells Fargo & Company ($576.6M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $88.5M |
| Exits | 59 | $47.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,623,888 shares bought and 3,066,794 shares sold, net −442,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,427 holders
| Bank of America Corp. | 0.09% | Reduce -1.3% | 8,065,913 | $1.2B |
| Morgan Stanley | 0.06% | Add +0.2% | 6,518,944 | $987.0M |
| Wells Fargo & Company | 0.12% | Add +0.0% | 3,808,227 | $576.6M |
| PNC Financial Services Group, Inc. | 0.31% | Reduce -1.3% | 3,506,722 | $531.0M |
| Northern Trust Corp. | 0.06% | Add +1.7% | 3,106,667 | $470.4M |
| Royal Bank of Canada | 0.08% | Reduce -10.7% | 2,746,436 | $415.8M |
| LPL Financial LLC | 0.07% | Add +0.1% | 1,791,778 | $271.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -5.1% | 1,608,990 | $243.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.7% | 1,536,717 | $230.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.1% | 1,487,430 | $225.2M |
| Raymond James Financial Inc. | 0.06% | Add +1.2% | 1,184,494 | $179.3M |
| UBS Group AG | 0.03% | Reduce -2.2% | 1,163,600 | $176.2M |
| US Bancorp \de | 0.20% | Reduce -0.8% | 1,103,131 | $167.0M |
| Truist Financial Corp. | 0.22% | Reduce -3.2% | 1,099,024 | $166.4M |
| Howard Capital Management, LLC | 2.50% | No change | 1,011,427 | $153.1M |
| Bank of Montreal | 0.05% | Reduce -1.4% | 768,498 | $116.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.2% | 692,694 | $104.9M |
| Northside Capital Management, LLC | 8.70% | Reduce -0.0% | 653,948 | $99.0M |
| Fifth Third Bancorp | 0.18% | Add +178.6% | 645,684 | $97.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.6% | 590,546 | $89.4M |
| Rockefeller Capital Management L.P. | 0.15% | Add +8.6% | 551,385 | $83.5M |
| Cetera Investment Advisers | 0.09% | Add +5.9% | 539,922 | $81.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -8.8% | 503,672 | $76.2M |
| Osaic Holdings, Inc. | 0.11% | Add +27.2% | 485,314 | $73.5M |
| Focus Partners Wealth | 0.08% | Reduce -0.1% | 465,699 | $70.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +33.1% | 412,591 | $62.5M |
| Mariner, LLC | 0.07% | Reduce -1.4% | 395,961 | $59.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.0% | 331,481 | $50.2M |
| Creative Planning | 0.03% | Add +2.9% | 317,572 | $48.1M |
| AMG National Trust Bank | 1.03% | Add +2.9% | 313,946 | $47.5M |
| Stifel Financial Corp. | 0.04% | Add +2.7% | 311,822 | $47.2M |
| Pinnacle Financial Partners, Inc. | 0.35% | Reduce -0.1% | 300,002 | $45.4M |
| Cibc World Market Inc. | 0.08% | Reduce -0.7% | 283,465 | $42.9M |
| Commerce Bank | 0.21% | Add +1.9% | 280,769 | $42.5M |
| MYDA Advisors LLC | 9.33% | New | 260,000 | $39.4M |
| Moment Partners, LLC | 6.99% | Add +0.6% | 258,828 | $39.2M |
| M&T Bank Corp | 0.13% | Add +3.3% | 253,777 | $38.4M |
| Baird Financial Group, Inc. | 0.06% | Reduce -5.3% | 242,901 | $36.8M |
| Glenmede Trust Co. NA | 0.18% | Add +0.9% | 242,129 | $36.7M |
| Janney Montgomery Scott LLC | 0.09% | Add +8.2% | 238,781 | $36.2M |
| LBMC Investment Advisors, LLC | 2.13% | Add +0.7% | 230,707 | $34.9M |
| Assetmark, Inc. | 0.07% | Reduce -1.2% | 220,488 | $33.4M |
| Private Advisor Group, LLC | 0.15% | Add +11.8% | 213,855 | $32.4M |
| FMR LLC | 0.00% | Add +15.0% | 193,751 | $29.3M |
| Ellis Investment Partners, LLC | 4.99% | Reduce -0.5% | 189,696 | $28.7M |
| Miller Howard Investments Inc. | 0.76% | Reduce -63.6% | 184,182 | $27.9M |
| Valmark Advisers, Inc. | 0.33% | Add +1.3% | 181,493 | $27.5M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 179,913 | $27.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +8.9% | 176,755 | $26.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +41.8% | 165,919 | $25.1M |
| Blair William & Co. | 0.07% | Add +0.2% | 165,348 | $25.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -23.0% | 163,287 | $23.6M |
| First National Bank & Trust Co. of Newtown | 4.94% | Reduce -11.3% | 151,168 | $22.9M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.9% | 150,983 | $22.9M |
| National Bank of Canada | 0.02% | Add +0.4% | 145,765 | $22.1M |
| GW Henssler & Associates Ltd. | 1.03% | Reduce -13.0% | 144,903 | $21.9M |
| &partners | 0.11% | Reduce -1.2% | 142,798 | $21.6M |
| Arcus Capital Partners, LLC | 7.74% | Reduce -15.7% | 142,176 | $21.5M |
| Fifth Third Wealth Advisors LLC | 0.71% | Reduce -6.7% | 137,997 | $20.9M |
| Sterling Investment Advisors, Ltd. | 3.77% | Add +272.2% | 266,000 | $20.8M |
| HB Wealth Management, LLC | 0.13% | Add +0.9% | 135,137 | $20.5M |
| Cerity Partners LLC | 0.03% | Add +2.9% | 132,188 | $20.0M |
| Advisory Services Network, LLC | 0.27% | Add +3.5% | 132,078 | $20.0M |
| Yukon Wealth Management, Inc. | 11.60% | Reduce -2.0% | 128,315 | $19.4M |
| Trustmark Bank Trust Department | 1.21% | Add +3.1% | 124,552 | $18.9M |
| Capital Investment Advisors, LLC | 0.27% | Add +3.6% | 123,757 | $18.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.77% | Add +1.4% | 119,877 | $18.2M |
| Equitable Holdings, Inc. | 0.11% | Add +13.8% | 122,603 | $17.4M |
| Round Rock Advisors LLC | 2.66% | Add +3.4% | 114,647 | $17.4M |
| Cullen/Frost Bankers, Inc. | 0.19% | Reduce -9.2% | 109,595 | $16.6M |
| Kwmg, LLC | 1.38% | Add +3.1% | 109,170 | $16.5M |
| NTV Asset Management LLC | 1.76% | Add +0.3% | 106,014 | $16.1M |
| BNP Paribas Financial Markets | 0.01% | Add +85.0% | 105,702 | $16.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -0.5% | 104,112 | $15.8M |
| DAVENPORT & Co LLC | 0.09% | Add +11.0% | 103,563 | $15.7M |
| Cresset Asset Management, LLC | 0.07% | Add +3.9% | 103,168 | $15.6M |
| Lido Advisors, LLC | 0.06% | Reduce -10.5% | 101,349 | $15.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +36.6% | 98,909 | $15.0M |
| AE Wealth Management LLC | 0.08% | Add +937.4% | 98,714 | $14.9M |
| Powell Investment Advisors, LLC | 5.14% | Add +0.7% | 98,520 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -30.2% | 95,057 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +1.3% | 93,756 | $14.2M |
| JGP Wealth Management, LLC | 1.46% | Add +9.5% | 92,380 | $14.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +11.5% | 92,235 | $14.0M |
| Captrust Financial Advisors | 0.02% | Add +2.9% | 91,571 | $13.9M |
| MML Investors Services, LLC | 0.04% | Reduce -6.1% | 89,086 | $13.5M |
| North Star Investment Management Corp. | 0.76% | Add +0.0% | 82,521 | $12.5M |
| MAI Capital Management | 0.07% | Reduce -3.4% | 81,582 | $12.4M |
| AlTi Global, Inc. | 0.26% | Add +22.9% | 79,441 | $12.0M |
| Quantinno Capital Management LP | 0.02% | Add +66.0% | 75,872 | $11.5M |
| NewEdge Advisors, LLC | 0.04% | Reduce -4.3% | 75,545 | $11.4M |
| First United Bank & Trust | 3.69% | Add +15.3% | 75,016 | $11.4M |
| Raab & Moskowitz Asset Management LLC | 2.50% | Add +13.6% | 74,238 | $11.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +0.1% | 74,171 | $11.2M |
| Allen Investment Management, LLC | 0.14% | No change | 72,973 | $11.0M |
| Integrated Wealth Concepts LLC | 0.09% | Add +25.0% | 72,556 | $11.0M |
| Pathstone Holdings, LLC | 0.04% | Add +5.1% | 71,361 | $10.8M |
| White Lighthouse Investment Management Inc. | 1.48% | Add +0.3% | 70,643 | $10.7M |
| Old National Bancorp | 0.18% | Reduce -20.6% | 69,172 | $10.5M |
| SOA Wealth Advisors, LLC. | 1.81% | Reduce -2.7% | 63,420 | $9.6M |
| Kingswood Wealth Advisors, LLC | 0.45% | Add +3.1% | 62,958 | $9.5M |
| TD Private Client Wealth LLC | 0.19% | Reduce -2.8% | 62,064 | $9.4M |
| Asset Advisors Investment Management, LLC | 0.89% | Reduce -1.7% | 61,797 | $9.4M |
| Dumont & Blake Investment Advisors LLC | 2.34% | Reduce -1.2% | 61,686 | $9.3M |
| IFG Advisors, LLC | 1.52% | Reduce -47.0% | 61,205 | $9.3M |
| Wealth Management Associates, Inc. | 3.14% | Add +2.5% | 60,130 | $9.1M |
| Pinnacle Financial Group, LLC / IL | 2.44% | Reduce -7.7% | 58,781 | $8.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 58,375 | $8.8M |
| Beaumont Financial Advisors, LLC | 0.59% | Reduce -0.3% | 56,527 | $8.6M |
| Mutual Advisors, LLC | 0.18% | Reduce -7.7% | 55,941 | $8.5M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -2.8% | 55,816 | $8.5M |
| Edgewood Management LLC | 0.05% | Add +5.8% | 54,926 | $8.3M |
| Linscomb Wealth, Inc. | 0.36% | Reduce -16.5% | 54,073 | $8.2M |
| Amarillo National Bank | 1.45% | No change | 54,068 | $8.2M |
| Bokf, NA | 0.12% | Reduce -40.6% | 53,865 | $8.2M |
| Prospera Financial Services Inc | 0.13% | Add +19.8% | 53,087 | $8.0M |
| Stelac Advisory Services LLC | 1.63% | Add +16.3% | 53,051 | $8.0M |
| KCM Investment Advisors LLC | 0.27% | Add +0.0% | 52,847 | $8.0M |
| Jones Financial Companies LLLP | 0.00% | Add +29.1% | 53,154 | $7.9M |
| Cwm, LLC | 0.02% | Reduce -3.6% | 52,313 | $7.9M |
| Smithfield Trust Co | 0.33% | Reduce -1.3% | 50,743 | $7.7M |
| Oppenheimer & Co. Inc. | 0.09% | Add +2.7% | 50,495 | $7.6M |
| Lee Financial Co | 1.07% | Reduce -2.9% | 50,091 | $7.6M |
| Carret Asset Management, LLC | 0.73% | Add +1.4% | 49,492 | $7.5M |
| NorthCoast Asset Management LLC | 0.17% | Add +5.0% | 47,269 | $7.2M |
| Glenview Trust Co | 0.11% | Reduce -0.1% | 46,932 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +2.7% | 46,312 | $7.0M |
| Verus Financial Partners, Inc. | 0.63% | Reduce -15.5% | 45,808 | $7.0M |
| Callan Family Office, LLC | 0.16% | No change | 46,179 | $7.0M |
| Debussy Capital Management LP | 0.96% | Add +0.0% | 45,668 | $6.9M |
| Clearstead Advisors, LLC | 0.06% | Add +27.3% | 44,001 | $6.7M |
| Wealth Quarterback LLC | 2.59% | Reduce -7.9% | 43,466 | $6.6M |
| IFP Advisors, Inc | 0.14% | Add +3.6% | 43,418 | $6.6M |
| Cornerstone Advisors Asset Management, LLC | 1.01% | Add +0.1% | 43,077 | $6.5M |
| Principle Wealth Partners LLC | 0.37% | Reduce -1.0% | 42,468 | $6.4M |
| LMG Wealth Partners, LLC | 1.15% | Add +4.6% | 41,653 | $6.3M |
| Highland Capital Management, LLC | 0.33% | Reduce -11.3% | 41,385 | $6.3M |
| Rathbones Group PLC | 0.02% | Reduce -1.4% | 40,358 | $6.1M |
| Fifth Third Securities, Inc. | 0.39% | Add +13.3% | 39,994 | $6.1M |
| New England Asset Management Inc. | 0.79% | No change | 39,750 | $6.0M |
| Daybright Advisory Services, Inc. | 1.65% | Reduce -0.4% | 39,372 | $6.0M |
| Citizens Financial Group Inc. | 0.08% | Reduce -18.6% | 38,986 | $5.9M |
| FOCUS Wealth Advisors, LLC | 2.88% | Reduce -4.5% | 38,931 | $5.9M |
| Eagle Bay Advisors LLC | 5.17% | No change | 38,710 | $5.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.94% | Reduce -1.3% | 38,433 | $5.8M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -17.7% | 38,370 | $5.8M |
| United Capital Financial Advisors, LLC | 0.03% | Add +11.5% | 36,682 | $5.6M |
| Bank of Hawaii | 0.29% | Add +2.8% | 36,595 | $5.5M |
| Vanguard National Trust Co | 0.35% | — | 36,537 | $5.5M |
| Landaas & Co. /Wi | 1.21% | Add +1.1% | 36,485 | $5.5M |
| Mendel Capital Management LLC | 2.77% | — | 36,388 | $5.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +4.0% | 35,489 | $5.4M |
| Balentine LLC | 0.22% | Reduce -5.6% | 35,485 | $5.4M |
| Sig Brokerage, LP | 1.50% | No change | 34,954 | $5.3M |
| Pinnacle Associates Ltd. | 0.07% | Add +8.1% | 34,831 | $5.3M |
| Laurel Oak Wealth Management, LLC | 0.88% | Reduce -0.2% | 34,582 | $5.2M |
| First American Trust, FSB | 0.35% | Add +12.8% | 34,492 | $5.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.39% | New | 34,126 | $5.2M |
| Ironwood Financial, llc | 0.90% | Reduce -2.7% | 34,081 | $5.2M |
| Scotia Capital Inc. | 0.02% | Reduce -8.0% | 33,828 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Add +17.4% | 35,756 | $5.0M |
| Albion Financial Group | 0.32% | No change | 32,982 | $5.0M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 32,978 | $5.0M |
| MV Capital Management, Inc. | 0.49% | Reduce -1.5% | 32,822 | $5.0M |
| AQR Capital Management | 0.00% | Add +8.8% | 32,734 | $5.0M |
| Klingman & Associates, LLC | 0.24% | Add +0.0% | 32,219 | $4.9M |
| Hancock Whitney Corp. | 0.08% | Reduce -0.1% | 31,281 | $4.9M |
| Flow Traders U.S. LLC | 0.15% | Add +222.7% | 31,840 | $4.8M |
| Cornerstone Management, Inc. | 0.77% | Add +0.7% | 31,760 | $4.8M |
| Omega Financial Group, LLC | 1.57% | Reduce -5.5% | 31,542 | $4.8M |
| Joseph P. Lucia & Associates, LLC | 1.70% | Reduce -0.3% | 31,425 | $4.8M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Add +1.8% | 31,366 | $4.7M |
| Keybank National Association | 0.02% | Reduce -0.5% | 31,287 | $4.7M |
| Keebeck Wealth Management | 0.53% | Reduce -14.6% | 31,180 | $4.7M |
| LGL Partners, LLC | 1.94% | Add +0.7% | 31,077 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -2.8% | 30,911 | $4.7M |
| Arax Advisory Partners | 0.13% | Add +4.4% | 30,741 | $4.7M |
| Scarborough Advisors, LLC | 0.51% | New | 30,607 | $4.6M |
| Sankala Group LLC | 3.78% | Add +0.6% | 30,640 | $4.6M |
| Fulton Bank, N.A. | 0.16% | Reduce -0.0% | 30,459 | $4.6M |
| Hilltop Holdings Inc. | 0.42% | Add +5.6% | 30,203 | $4.6M |
| FAS Wealth Partners, Inc. | 0.28% | Reduce -4.3% | 30,178 | $4.6M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +10.4% | 30,141 | $4.6M |
| Mechanics Bank Trust Department | 0.63% | Reduce -3.2% | 30,088 | $4.6M |
| Independent Advisor Alliance | 0.05% | New | 30,025 | $4.5M |
| St. Clair Advisors, LLC | 1.20% | Reduce -0.4% | 29,817 | $4.5M |
| Shulman DeMeo Asset Management LLC | 0.96% | Reduce -0.8% | 29,783 | $4.5M |
| Townsend Asset Management Corp. /NC/ | 1.62% | Add +2.2% | 29,557 | $4.5M |
| AlphaCore Capital LLC | 0.11% | Reduce -2.1% | 29,303 | $4.4M |
| Stock Yards Bank & Trust Co. | 0.14% | Add +75.8% | 29,209 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +4.2% | 29,256 | $4.4M |
| Taylor Financial Group, Inc. | 2.67% | Add +3.3% | 29,069 | $4.4M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.84% | Add +0.1% | 28,942 | $4.4M |
| Burke & Herbert Bank & Trust Co. | 1.21% | Add +0.1% | 28,804 | $4.4M |
| Tradition Wealth Management, LLC | 0.31% | Reduce -2.0% | 28,752 | $4.4M |
| Composition Wealth, LLC | 0.06% | Reduce -2.6% | 28,729 | $4.3M |
| BlackRock, Inc. | 0.00% | Reduce -34.1% | 28,683 | $4.3M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -2.5% | 28,455 | $4.3M |
| Summit Wealth Partners, LLC | 0.68% | Add +74.8% | 28,187 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +10.6% | 28,173 | $4.3M |
| Brown Advisory Inc. | 0.01% | Reduce -5.7% | 28,112 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.44% | Add +0.0% | 27,883 | $4.2M |
| Florin Court Capital LLP | 15.83% | Add +32.5% | 27,700 | $4.2M |
| One Wealth Advisors, LLC | 0.52% | Reduce -0.1% | 27,372 | $4.1M |
| My Personal CFO, LLC | 1.81% | Add +1.5% | 27,273 | $4.1M |
| Godfrey Financial Associates, Inc. | 3.54% | Add +3.4% | 27,205 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +13.5% | 27,083 | $4.1M |
| PKS Advisory Services, LLC | 0.94% | Reduce -0.3% | 26,824 | $4.1M |
| Pinnacle Family Advisors, LLC | 1.89% | Add +1.7% | 26,587 | $4.0M |
| Private Capital Management, LLC | 0.41% | New | 26,386 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +127.5% | 26,350 | $4.0M |
| Argent Trust Co | 0.14% | Add +0.7% | 26,319 | $4.0M |
| Capital Analysts, LLC | 0.10% | Reduce -5.1% | 26,259 | $4.0M |
| Mission Wealth Management, LP | 0.08% | Add +21.8% | 26,229 | $4.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +9.0% | 26,072 | $3.9M |
| Harbour Investments, Inc. | 0.06% | Add +135.8% | 25,738 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +419.0% | 25,723 | $3.9M |
| Inman Jager Wealth Management, LLC | 2.22% | Reduce -2.3% | 25,089 | $3.8M |
| Argent Advisors, Inc. | 1.03% | Add +2.1% | 24,924 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -7.5% | 24,755 | $3.7M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +306.8% | 24,626 | $3.7M |
| Guidance Point Advisors, LLC | 0.89% | Add +1.0% | 24,199 | $3.7M |
| Valeo Financial Advisors, LLC | 0.09% | Add +0.3% | 24,194 | $3.7M |
| Snowden Capital Advisors LLC | 0.10% | Add +4.3% | 23,954 | $3.6M |
| MidFirst Bank | 0.30% | Reduce -2.6% | 23,664 | $3.6M |
| Simon Quick Advisors, LLC | 0.16% | No change | 23,458 | $3.6M |
| Sonata Capital Group Inc. | 1.31% | Reduce -0.7% | 23,409 | $3.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.3% | 23,325 | $3.5M |
| JFS Wealth Advisors, LLC | 0.20% | Add +0.0% | 23,315 | $3.5M |
| Granite FO LLC | 2.08% | Reduce -18.7% | 23,237 | $3.5M |
| Ieq Capital, LLC | 0.02% | Add +0.4% | 23,100 | $3.5M |
| Operose Advisors LLC | 0.81% | Add +1.4% | 23,029 | $3.5M |
| CMG Global Holdings, LLC | 1.66% | Reduce -0.2% | 22,968 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -16.9% | 22,205 | $3.4M |
| Wolff Wiese Magana LLC | 1.85% | Reduce -2.8% | 22,140 | $3.4M |
| Chicago Partners Investment Group LLC | 0.07% | Add +9.9% | 21,996 | $3.3M |
| High Net Worth Advisory Group LLC | 0.77% | Reduce -0.7% | 21,916 | $3.3M |
| Essex Financial Services, Inc. | 0.19% | Add +0.0% | 21,911 | $3.3M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +149.4% | 21,817 | $3.3M |
| SBI Securities Co., Ltd. | 0.09% | Add +1.2% | 21,761 | $3.3M |
| Sigma Planning Corp | 0.09% | Reduce -1.3% | 21,684 | $3.3M |
| Joel Isaacson & Co., LLC | 0.11% | Reduce -8.8% | 21,419 | $3.2M |
| Western Wealth Management, LLC | 0.12% | Reduce -1.7% | 21,389 | $3.2M |
| Evoke Wealth, LLC | 0.06% | Add +0.1% | 21,354 | $3.2M |
| Monetary Management Group Inc. | 0.77% | No change | 21,250 | $3.2M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -0.3% | 21,080 | $3.2M |
| Kapstone Financial Advisors LLC | 1.57% | Add +1.7% | 21,145 | $3.2M |
| Narwhal Capital Management | 0.23% | Add +0.1% | 20,998 | $3.2M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -3.0% | 20,955 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +4.5% | 20,772 | $3.1M |
| Bleakley Financial Group, LLC | 0.05% | Reduce -17.1% | 20,749 | $3.1M |
| NewEdge Wealth, LLC | 0.04% | Reduce -8.0% | 20,329 | $3.1M |
| World Investment Advisors | 0.05% | Reduce -6.2% | 20,320 | $3.1M |
| Plancorp, LLC | 0.09% | No change | 20,151 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +2.2% | 20,136 | $3.0M |
| Providence First Trust Co | 1.06% | Add +48.5% | 19,964 | $3.0M |
| Crescent Grove Advisors, LLC | 0.30% | Reduce -1.8% | 19,892 | $3.0M |
| Hazlett, Burt & Watson, Inc. | 0.93% | Add +0.6% | 19,580 | $3.0M |
| PW Nova Financial Services LLC | 0.80% | Add +10.5% | 19,364 | $2.9M |
| Level Four Advisory Services, LLC | 0.10% | Add +7.9% | 19,297 | $2.9M |
| Transcend Capital Advisors, LLC | 0.23% | Add +2.7% | 19,187 | $2.9M |
| Webster Bank, N. A. | 0.27% | No change | 19,019 | $2.9M |
| Corundum Trust Company, INC | 6.52% | No change | 18,872 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -11.8% | 18,804 | $2.8M |
| Cypress Wealth Services, LLC | 0.40% | Reduce -2.0% | 18,724 | $2.8M |
| Csenge Advisory Group | 0.13% | Reduce -0.1% | 18,704 | $2.8M |
| Zhang Financial LLC | 0.10% | Add +0.0% | 18,480 | $2.8M |
| Banco de Sabadell, S.A | 1.85% | Reduce -24.9% | 18,560 | $2.8M |
| Winthrop Partners - WNY, LLC | 1.48% | Add +0.0% | 18,351 | $2.8M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +0.1% | 18,283 | $2.8M |
| Midwest Trust Co | 0.03% | Add +9.3% | 18,305 | $2.8M |
| Mosaic Family Wealth Partners, LLC | 0.28% | Reduce -1.9% | 18,258 | $2.8M |
| Parallel Advisors, LLC | 0.05% | Add +3.2% | 18,253 | $2.8M |
| Wesbanco Bank Inc. | 0.08% | Reduce -1.6% | 18,191 | $2.8M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -0.7% | 18,170 | $2.8M |
| Haverford Trust Co | 0.03% | Reduce -4.7% | 18,163 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -48.5% | 18,081 | $2.7M |
| American Wealth Advisors, LLC | 2.85% | Add +34.2% | 18,056 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.6% | 17,920 | $2.7M |
| Howland Capital Management LLC | 0.11% | Add +0.8% | 17,843 | $2.7M |
| City Holding Co. | 0.33% | Reduce -8.5% | 17,681 | $2.7M |
| Smith Shellnut Wilson LLC | 1.17% | No change | 17,677 | $2.7M |
| IFC Advisors LLC | 0.38% | No change | 17,673 | $2.7M |
| Gotham Asset Management | 0.01% | Add +42.5% | 17,116 | $2.6M |
| GFS Advisors, LLC | 0.17% | New | 45,680 | $2.6M |
| Park National Corp. | 0.08% | Reduce -0.7% | 17,002 | $2.6M |
| Franklin Street Advisors Inc. | 0.16% | No change | 17,000 | $2.6M |
| Sowell Financial Services LLC | 0.09% | Reduce -0.1% | 16,925 | $2.6M |
| Caerus Investment Advisors, LLC | 1.08% | Reduce -2.0% | 16,920 | $2.6M |
| Regions Financial Corp. | 0.02% | Add +19.2% | 16,825 | $2.5M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -4.0% | 16,774 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.15% | Reduce -3.9% | 16,728 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +266.9% | 16,700 | $2.5M |
| Trifecta Capital Advisors, LLC | 0.39% | Add +0.6% | 16,660 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | No change | 16,656 | $2.5M |
| Sapient Capital LLC | 0.04% | Reduce -41.2% | 16,537 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -12.8% | 16,487 | $2.5M |
| Sax Wealth Advisors, LLC | 0.12% | No change | 17,538 | $2.5M |
| Peregrine Asset Advisers, Inc. | 0.67% | Reduce -0.2% | 16,342 | $2.5M |
| GAMCO Investors | 0.02% | No change | 16,308 | $2.5M |
| Kaydan Wealth Management, Inc. | 0.82% | Add +1.4% | 16,197 | $2.5M |
| Canandaigua National Corp. | 0.22% | — | 16,155 | $2.4M |
| Wealth Care LLC | 2.16% | — | 16,028 | $2.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -93.9% | 15,343 | $2.4M |
| Magnus Financial Group LLC | 0.20% | Add +0.7% | 15,823 | $2.4M |
| Stephens Inc. | 0.03% | Add +2.2% | 15,749 | $2.4M |
| New South Capital Management Inc. | 0.11% | No change | 15,680 | $2.4M |
| Asset Management Group, Inc. | 0.38% | Add +0.7% | 15,648 | $2.4M |
| Independence Bank of Kentucky | 0.30% | Reduce -13.4% | 15,570 | $2.4M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Add +108.4% | 15,474 | $2.3M |
| WealthBridge Capital Management, LLC | 0.54% | Reduce -0.1% | 15,444 | $2.3M |
| Flaharty Asset Management, LLC | 0.29% | Reduce -6.4% | 15,384 | $2.3M |
| Salem Investment Counselors Inc. | 0.07% | No change | 15,253 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.6% | 15,105 | $2.3M |
| First Citizens Bank & Trust Co. | 0.05% | Reduce -36.6% | 14,984 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.50% | Add +0.5% | 14,972 | $2.3M |
| NorthRock Partners, LLC | 0.04% | Add +2.8% | 14,753 | $2.2M |
| Cozad Asset Management Inc. | 0.18% | Add +0.6% | 14,734 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Add +21.2% | 14,695 | $2.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +21.3% | 14,754 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +37.3% | 14,690 | $2.2M |
| Cascade Financial Partners, LLC | 0.23% | Reduce -3.4% | 14,670 | $2.2M |
| Peoples Bank | 2.23% | Add +2.2% | 14,638 | $2.2M |
| Everhart Financial Group, Inc. | 0.19% | New | 14,552 | $2.2M |
| Bensler, LLC | 0.23% | Reduce -5.0% | 14,549 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +0.1% | 14,439 | $2.2M |
| Aberdeen Wealth Management LLC | 0.99% | No change | 14,415 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +2.5% | 14,375 | $2.2M |
| Laurel Wealth Advisors LLC | 0.22% | Reduce -0.0% | 14,288 | $2.2M |
| Cary Street Partners Financial LLC | 0.05% | Add +4.9% | 14,362 | $2.2M |
| First Commonwealth Financial Corp | 0.35% | Reduce -0.5% | 14,330 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.1% | 14,245 | $2.2M |
| Millennium Capital Advisors, LLC | 1.32% | Add +0.1% | 14,206 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -2.2% | 14,163 | $2.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.1% | 14,154 | $2.1M |
| Evanson Asset Management, LLC | 0.11% | Add +0.1% | 14,083 | $2.1M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 14,028 | $2.1M |
| Private Capital Advisors, Inc. | 0.24% | No change | 13,975 | $2.1M |
| WASHINGTON TRUST Co | 0.07% | Reduce -3.2% | 13,969 | $2.1M |
| Darden Wealth Group Inc | 1.08% | Reduce -0.7% | 13,945 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Add +1.5% | 13,918 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -11.6% | 13,916 | $2.1M |
| HSBC Holdings PLC | 0.00% | Reduce -9.8% | 13,745 | $2.1M |
| David J Yvars Group | 1.16% | Add +2.8% | 13,692 | $2.1M |
| Lanark Financial, Inc. | 0.15% | No change | 13,600 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +15.4% | 13,558 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.60% | Add +1.8% | 13,493 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +16.9% | 13,458 | $2.0M |
| Johnson Financial Group, Inc. | 0.07% | No change | 13,453 | $2.0M |
| MSH Capital Advisors LLC | 0.43% | Add +1.0% | 13,429 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -0.2% | 13,425 | $2.0M |
| Pinnacle Bancorp, Inc. | 0.60% | No change | 13,382 | $2.0M |
| LOM Asset Management Ltd | 0.58% | Add +1.1% | 13,318 | $2.0M |
| Legacy Private Trust Co. | 0.12% | Reduce -14.6% | 13,159 | $2.0M |
| Carbahal Olsen Financial Services Group, LLC | 1.59% | Reduce -1.3% | 13,130 | $2.0M |
| Carnegie Investment Counsel | 0.04% | Reduce -0.0% | 13,081 | $2.0M |
| Tempus Wealth Planning, LLC | 0.45% | Reduce -0.5% | 13,062 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +0.1% | 13,058 | $2.0M |
| Harbor Investment Advisory, LLC | 0.16% | Add +13.4% | 13,037 | $2.0M |
| Benjamin Edwards Inc. | 0.02% | Add +3.5% | 13,028 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +11.0% | 12,999 | $2.0M |
| Perryman Financial Advisory Inc. | 0.29% | Reduce -2.8% | 12,874 | $1.9M |
| Investment Advisory Group, LLC | 0.49% | Reduce -0.1% | 12,829 | $1.9M |
| International Assets Investment Management, LLC | 0.13% | Reduce -5.4% | 12,815 | $1.9M |
| Eagle Strategies LLC | 0.23% | Reduce -6.3% | 12,741 | $1.9M |
| Oxbow Advisors, LLC | 0.16% | Reduce -14.5% | 12,621 | $1.9M |
| Astoria Portfolio Advisors LLC. | 0.41% | Add +12.3% | 12,527 | $1.9M |
| Nwam LLC | 0.11% | Reduce -1.9% | 12,602 | $1.9M |
| Savant Capital, LLC | 0.01% | Add +32.6% | 12,590 | $1.9M |
| Curi Capital, LLC | 0.03% | Reduce -9.0% | 12,577 | $1.9M |
| Osborne Partners Capital Management, LLC | 0.10% | Reduce -2.7% | 12,564 | $1.9M |
| PFG Investments, LLC | 0.09% | Reduce -3.4% | 12,509 | $1.9M |
| Simmons Bank | 0.13% | No change | 12,434 | $1.9M |
| Hicks Capital Management LLC | 1.88% | Add +0.4% | 12,420 | $1.9M |
| NCM Capital Management, LLC | 0.66% | Reduce -3.8% | 12,264 | $1.9M |
| ADG Wealth Management Group, LLC | 1.28% | Add +23.6% | 12,222 | $1.9M |
| Weinberger Asset Management, Inc | 0.69% | Reduce -20.7% | 12,146 | $1.8M |
| Brighton Jones LLC | 0.04% | New | 12,133 | $1.8M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +45.9% | 12,105 | $1.8M |
| Cypress Capital Group | 0.21% | Reduce -0.8% | 12,077 | $1.8M |
| First Nebraska Trust Co | 0.17% | Add +10.5% | 12,020 | $1.8M |
| Caldwell Trust Co | 0.16% | No change | 11,968 | $1.8M |
| Fidelis Capital Partners, LLC | 0.13% | Reduce -15.7% | 11,940 | $1.8M |
| Fiduciary Trust Co | 0.02% | Reduce -0.0% | 11,846 | $1.8M |
| Berkshire Asset Management LLC | 0.08% | Reduce -3.0% | 11,751 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -56.5% | 11,661 | $1.8M |
| CRA Financial Services, LLC | 0.23% | Add +2.4% | 11,652 | $1.8M |
| Glen Eagle Advisors, LLC | 0.25% | Add +0.9% | 11,641 | $1.8M |
| First Horizon Corp. | 0.07% | Reduce -16.1% | 11,600 | $1.8M |
| Gryphon Financial Partners LLC | 0.18% | Reduce -19.4% | 11,594 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -3.6% | 11,522 | $1.7M |
| Union Savings Bank | 0.76% | Reduce -5.7% | 11,487 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +25.6% | 11,431 | $1.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -33.7% | 11,400 | $1.7M |
| Pacific Point Advisors, LLC | 0.91% | No change | 11,383 | $1.7M |
| Addison Capital Co | 0.31% | New | 11,368 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.10% | Add +6.1% | 11,329 | $1.7M |
| Asset Dedication, LLC | 0.12% | Add +3.1% | 11,305 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.16% | Reduce -3.4% | 11,223 | $1.7M |
| JMG Financial Group, Ltd. | 0.05% | No change | 11,177 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -3.3% | 11,095 | $1.7M |
| Sound Income Strategies, LLC | 0.08% | Reduce -15.6% | 11,082 | $1.7M |
| Smith, Moore & Co. | 0.12% | Add +10.3% | 11,012 | $1.7M |
| Flagstar Securities, Inc. | 0.60% | Add +0.1% | 10,985 | $1.7M |
| Summit Financial, LLC | 0.02% | Add +155.0% | 10,965 | $1.7M |
| Traynor Capital Management, Inc. | 0.10% | Reduce -16.0% | 10,998 | $1.7M |
| SVB Wealth LLC | 0.11% | Reduce -7.3% | 10,872 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +8.8% | 10,851 | $1.6M |
| Montis Financial, LLC | 0.34% | Add +117.4% | 10,849 | $1.6M |
| Patten & Patten Inc. | 0.10% | No change | 10,848 | $1.6M |
| TMB Capital Partners, LLC | 0.55% | No change | 10,795 | $1.6M |
| MLP3, LLC | 1.81% | Add +2.8% | 10,781 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +408.6% | 10,751 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.32% | Reduce -1.4% | 10,668 | $1.6M |
| Viewpoint Capital Management LLC | 0.75% | Add +2.2% | 10,646 | $1.6M |
| Fox Hill Wealth Management | 0.77% | Reduce -0.1% | 10,611 | $1.6M |
| Richwood Investment Advisors, LLC | 1.23% | Reduce -1.9% | 10,567 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -2.0% | 10,560 | $1.6M |
| Cove Private Wealth, LLC | 0.36% | Add +27.1% | 10,520 | $1.6M |
| Verdence Capital Advisors LLC | 0.09% | Add +0.7% | 10,518 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 10,517 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -8.8% | 10,498 | $1.6M |
| CDKV Holdings LLC | 1.40% | Add +8.6% | 10,495 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +1.5% | 10,494 | $1.6M |
| Tempo Wealth, LLC | 0.28% | Add +3.4% | 10,470 | $1.6M |
| Tyche Wealth Partners LLC | 0.24% | Reduce -1.3% | 10,415 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -67.8% | 10,390 | $1.6M |
| Venture Visionary Partners LLC | 0.05% | Reduce -3.1% | 10,367 | $1.6M |
| Precedent Wealth Partners, LLC | 0.31% | Reduce -8.9% | 10,321 | $1.6M |
| Asset Allocation & Management Company, LLC | 0.58% | No change | 10,273 | $1.6M |
| Regal Investment Advisors LLC | 0.09% | Reduce -8.1% | 10,232 | $1.5M |
| Romano Brothers and Company | 0.18% | Add +2.1% | 10,231 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 10,151 | $1.5M |
| WBH Advisory Inc. | 0.11% | Reduce -3.3% | 10,157 | $1.5M |
| Farmers National Bank | 0.34% | Reduce -1.9% | 10,084 | $1.5M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -0.0% | 10,062 | $1.5M |
| XML Financial, LLC | 0.12% | Add +9.6% | 10,054 | $1.5M |
| Founders Financial Securities LLC | 0.09% | Reduce -41.4% | 9,917 | $1.5M |
| Keel Point, LLC | 0.10% | Add +0.4% | 10,045 | $1.5M |
| Atlas Legacy Advisors, LLC | 0.28% | Add +33.3% | 9,951 | $1.5M |
| Nest Investments, LLC | 1.23% | Add +6.6% | 9,984 | $1.5M |
| Trust Point Inc. | 0.13% | No change | 9,907 | $1.5M |
| Challenger Wealth Management | 1.20% | No change | 9,884 | $1.5M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 9,809 | $1.5M |
| Planned Solutions, Inc. | 0.49% | Add +0.1% | 9,726 | $1.5M |
| Coordinated Financial Services, Inc. | 0.86% | Add +18.7% | 9,694 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.6% | 9,645 | $1.5M |
| waypoint wealth counsel | 0.75% | Reduce -4.2% | 9,550 | $1.4M |
| Retirement Planning Co of New England, Inc. | 0.59% | Add +1.1% | 9,536 | $1.4M |
| HM Payson & Co. | 0.02% | Add +0.3% | 9,462 | $1.4M |
| Welch & Forbes LLC | 0.02% | Add +0.4% | 9,451 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Reduce -5.5% | 9,442 | $1.4M |
| Occidental Asset Management, LLC | 0.17% | No change | 9,395 | $1.4M |
| Invenio Wealth Partners LLC | 0.56% | Reduce -8.7% | 9,375 | $1.4M |
| MainStreet Investment Advisors LLC | 0.21% | Add +17.9% | 9,370 | $1.4M |
| Dakota Wealth Management | 0.03% | Add +2.7% | 9,309 | $1.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 9,295 | $1.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.04% | Add +0.3% | 9,274 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.4% | 9,261 | $1.4M |
| Snowwater Investment Partners, LLC | 1.32% | No change | 9,260 | $1.4M |
| Prosperity Consulting Group, LLC | 0.06% | Reduce -0.3% | 9,235 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +9.4% | 9,198 | $1.4M |
| Asset Advisory Group, Inc. | 0.70% | Add +2.5% | 9,165 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.22% | No change | 9,064 | $1.4M |
| GreatBanc Trust CO | 0.96% | No change | 9,035 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.1% | 9,033 | $1.4M |
| Rockbridge Investment Management, LCC | 0.12% | No change | 8,969 | $1.4M |
| Freedom Financial Partners LLC | 0.48% | Add +0.5% | 8,963 | $1.4M |
| Continuum Advisory, LLC | 0.13% | Add +0.1% | 8,959 | $1.4M |
| Private Trust Co. NA | 0.12% | Add +18.6% | 8,923 | $1.4M |
| Embree Financial Group | 0.16% | Add +3.2% | 8,883 | $1.3M |
| Wolff Financial Management LLC | 0.30% | Reduce -0.2% | 8,880 | $1.3M |
| VAUGHAN & Co SECURITIES, INC. | 0.70% | No change | 8,845 | $1.3M |
| Titleist Asset Management, LLC | 0.10% | Reduce -4.7% | 8,842 | $1.3M |
| Koshinski Asset Management, Inc. | 0.08% | Add +11.7% | 8,828 | $1.3M |
| Squire Investment Management Company, LLC | 0.37% | Add +4.3% | 8,819 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Reduce -3.1% | 8,759 | $1.3M |
| Winthrop Advisory Group LLC | 0.11% | Reduce -0.5% | 8,750 | $1.3M |
| SCS Capital Management LLC | 0.01% | No change | 8,735 | $1.3M |
| Edge Wealth Management LLC | 0.23% | No change | 8,712 | $1.3M |
| Infinity Wealth Counsel, LLC | 1.21% | Reduce -0.3% | 8,680 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +43.4% | 8,671 | $1.3M |
| Eastern Bank | 0.02% | Reduce -2.0% | 8,630 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.26% | No change | 8,624 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.6% | 8,571 | $1.3M |
| Platform Technology Partners | 0.25% | Add +15.3% | 8,571 | $1.3M |
| Huntington National Bank | 0.01% | New | 8,566 | $1.3M |
| Fiducient Advisors LLC | 0.17% | Add +0.1% | 8,527 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -9.5% | 8,521 | $1.3M |
| ARS Investment Partners, LLC | 0.07% | No change | 8,511 | $1.3M |
| Performance Wealth Partners, LLC | 0.04% | Add +3.6% | 8,464 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Reduce -3.0% | 8,434 | $1.3M |
| Keudell/Morrison Wealth Management | 0.26% | Reduce -0.2% | 8,430 | $1.3M |
| Thayer Partners, LLC / MA | 0.61% | Add +3.3% | 8,408 | $1.3M |
| Prepared Retirement Institute LLC | 0.63% | Add +39.8% | 8,370 | $1.3M |
| Merit Financial Group, LLC | 0.01% | Add +28.3% | 8,300 | $1.3M |
| Chatham Capital Group, Inc. | 0.18% | No change | 8,298 | $1.3M |
| Mgo One Seven LLC | 0.03% | Add +123.4% | 8,296 | $1.3M |
| Davidson Trust Co. | 0.54% | No change | 8,281 | $1.3M |
| TCI Wealth Advisors, Inc. | 0.07% | Reduce -6.3% | 8,274 | $1.3M |
| Independent Wealth Network Inc. | 0.37% | Reduce -0.3% | 8,270 | $1.3M |
| Kanawha Capital Management LLC | 0.09% | Add +14.6% | 8,255 | $1.2M |
| First National Trust Co | 0.04% | Reduce -2.7% | 8,241 | $1.2M |
| Old North State Trust, LLC | 0.74% | Reduce -0.9% | 8,228 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.1% | 8,215 | $1.2M |
| Bar Harbor Wealth Management | 0.07% | Reduce -0.1% | 8,201 | $1.2M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | No change | 8,136 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 8,108 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.0% | 8,035 | $1.2M |
| Old Mission Investment Co LLC | 0.28% | Add +15.6% | 8,022 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.48% | Reduce -3.3% | 8,012 | $1.2M |
| Claris Financial LLC | 0.66% | Add +0.4% | 7,997 | $1.2M |
| Chapin Davis, Inc. | 0.27% | No change | 7,962 | $1.2M |
| Alterna Wealth Management, Inc. | 0.91% | No change | 7,957 | $1.2M |
| Dodds Wealth, LLC | 0.29% | Add +5.3% | 7,922 | $1.2M |
| Beacon Financial Advisory LLC | 0.27% | Add +4.6% | 7,909 | $1.2M |
| Gould Asset Management LLC | 0.21% | Add +6.0% | 7,908 | $1.2M |
| Mill Creek Capital Advisors, LLC | 0.02% | Reduce -22.7% | 7,905 | $1.2M |
| Legacy Trust | 0.23% | No change | 7,835 | $1.2M |
| Apella Capital, LLC | 0.02% | Add +46.6% | 7,720 | $1.2M |
| Archer Investment Corp | 0.25% | Reduce -1.1% | 7,755 | $1.2M |
| CVA Family Office, LLC | 0.12% | Add +0.1% | 7,740 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -36.1% | 7,711 | $1.2M |
| Accredited Investors Inc. | 0.06% | Reduce -5.2% | 7,719 | $1.2M |
| Capital Asset Advisory Services LLC | 0.04% | Add +9.5% | 7,593 | $1.2M |
| Greenwood Capital Associates LLC | 0.13% | Reduce -64.8% | 7,680 | $1.2M |
| Stonebridge Capital Advisors LLC | 0.08% | Reduce -28.8% | 7,585 | $1.1M |
| Next Level Private LLC | 0.26% | Add +13.6% | 7,584 | $1.1M |
| Sentinel Advisory Group, LLC | 0.56% | — | 7,569 | $1.1M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -19.8% | 7,538 | $1.1M |
| Argyle Capital Partners, LLC | 0.82% | Add +27.1% | 7,534 | $1.1M |
| Blodgett Wealth Advisors, LLC | 0.90% | No change | 7,515 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.6% | 7,475 | $1.1M |
| Islay Capital Management, LLC | 0.58% | Reduce -2.5% | 7,465 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -5.1% | 7,390 | $1.1M |
| Flagship Wealth Advisors, LLC | 0.48% | Reduce -3.3% | 8,364 | $1.1M |
| CENTRAL TRUST Co | 0.02% | No change | 7,336 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Add +0.1% | 7,325 | $1.1M |
| Apollon Financial, LLC | 0.15% | No change | 7,310 | $1.1M |
| Compound Planning, Inc. | 0.03% | Reduce -0.9% | 7,297 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +0.6% | 7,220 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.08% | Add +0.0% | 7,205 | $1.1M |
| MKT Advisors LLC | 0.37% | Reduce -3.6% | 7,182 | $1.1M |
| Code Waechter LLC | 0.64% | No change | 7,120 | $1.1M |
| Pathway Financial Advisers, LLC | 0.30% | Reduce -0.5% | 7,093 | $1.1M |
| Sheets Smith Wealth Management | 0.12% | Add +1.3% | 7,087 | $1.1M |
| Security National Bank of So Dak | 0.52% | Reduce -0.7% | 7,080 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.5% | 7,073 | $1.1M |
| Guerra Pan Advisors, LLC | 0.66% | Reduce -1.7% | 7,058 | $1.1M |
| Intrust Bank NA | 0.09% | No change | 7,013 | $1.1M |
| Resonant Capital Advisors, LLC | 0.06% | No change | 7,000 | $1.1M |
| Vision Retirement, LLC | 0.30% | Add +0.1% | 6,952 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +0.2% | 6,943 | $1.1M |
| First National Bank of Omaha | 0.03% | No change | 6,980 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.3% | 6,903 | $1.0M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +17.9% | 6,901 | $1.0M |
| James Investment Research, Inc. | 0.12% | Add +13.7% | 6,895 | $1.0M |
| Helium Advisors LLC | 0.99% | Add +0.5% | 6,851 | $1.0M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -5.5% | 6,843 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | Reduce -3.0% | 6,838 | $1.0M |
| River Wealth Advisors LLC | 0.12% | Reduce -8.9% | 6,835 | $1.0M |
| PFG Advisors | 0.05% | Reduce -3.6% | 6,803 | $1.0M |
| Stronghold Wealth Management L.L.C. | 1.55% | Reduce -2.7% | 6,769 | $1.0M |
| Signet Financial Management, LLC | 0.11% | Reduce -1.3% | 6,767 | $1.0M |
| Atlas Private Wealth Advisors | 0.24% | Reduce -0.8% | 6,766 | $1.0M |
| Able Wealth Management LLC | 0.27% | No change | 6,681 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Add +24.7% | 6,623 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.23% | Reduce -7.0% | 6,626 | $1.0M |
| Crestwood Advisors Group, LLC | 0.02% | Add +39.8% | 6,624 | $1.0M |
| Churchill Financial Advisors, LLC | 0.21% | Reduce -3.0% | 6,618 | $1.0M |
| WealthTrust Axiom LLC | 0.24% | No change | 6,575 | $996K |
| Brown Brothers Harriman & Co. | 0.01% | Add +42.8% | 6,548 | $991K |
| Colter Lewis Investment Partners LLC | 0.93% | No change | 6,530 | $989K |
| Jupiter Wealth Management LLC | 0.39% | No change | 6,496 | $988K |
| Sageworth Trust Co | 0.04% | Reduce -0.9% | 6,485 | $982K |
| Moors & Cabot, Inc. | 0.04% | Add +0.2% | 6,454 | $977K |
| Indiana Trust & Investment Management Co | 0.30% | No change | 6,449 | $976K |
| Versant Capital Management, Inc | 0.10% | Add +22.8% | 6,448 | $976K |
| Journey Advisory Group, LLC | 0.08% | Reduce -33.5% | 6,443 | $976K |
| Park Place Capital Corp | 0.20% | Reduce -6.2% | 6,422 | $972K |
| Citizens National Bank Trust Department | 0.16% | Reduce -0.4% | 6,420 | $972K |
| Florida Trust Wealth Management Co | 0.03% | Add +40.4% | 6,381 | $966K |
| TruWealth Advisors, LLC | 0.05% | Add +0.1% | 6,378 | $966K |
| Strait & Sound Wealth Management LLC | 0.37% | Reduce -4.1% | 6,371 | $965K |
| Global Trust Asset Management, LLC | 0.37% | Reduce -2.0% | 6,304 | $954K |
| Reality Financial Planning Services, LLC | 0.92% | No change | 6,294 | $953K |
| Fortis Group Advisors, LLC | 0.16% | Reduce -4.3% | 6,122 | $952K |
| Roman Butler Fullerton & Co. | 0.26% | Add +0.1% | 6,212 | $951K |
| Dale Q Rice Investment Management Ltd | 0.72% | Reduce -0.4% | 6,257 | $947K |
| Aspiriant, LLC | 0.03% | Add +0.1% | 6,255 | $947K |
| Kintra Wealth, LLC | 0.07% | New | 6,228 | $943K |
| Wealth Dimensions Group, Ltd. | 0.19% | Reduce -1.8% | 6,221 | $942K |
| W Advisors, LLC | 0.48% | No change | 6,207 | $940K |
| Ameriflex Group, Inc. | 0.48% | Add +3.6% | 6,203 | $939K |
| Capital Group Private Client Services, Inc. | 0.02% | Reduce -4.3% | 6,189 | $937K |
| Appleton Partners Inc. | 0.07% | No change | 6,184 | $936K |
| Warner Financial, Inc. | 0.32% | Add +0.2% | 6,173 | $935K |
| BHK Investment Advisors, LLC | 0.31% | New | 6,165 | $933K |
| ICONIQ Capital, LLC | 0.02% | No change | 6,164 | $933K |
| Capital Advantage, Inc. | 0.12% | Reduce -1.1% | 6,157 | $932K |
| Retirement Planning Group, LLC | 0.03% | Add +12.4% | 6,153 | $932K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | No change | 6,129 | $928K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Reduce -1.9% | 6,115 | $926K |
| Fagan Associates, Inc. | 0.13% | Add +0.1% | 6,102 | $924K |
| S&A Financial Services, Inc. | 0.63% | — | 6,054 | $917K |
| Harpswell Capital Advisors, LLC | 0.68% | Add +50.0% | 6,000 | $908K |
| DT Investment Partners, LLC | 0.08% | No change | 6,000 | $908K |
| Cornerstone Wealth Group, LLC | 0.06% | Reduce -10.5% | 5,920 | $904K |
| Krilogy Financial LLC | 0.03% | Reduce -0.3% | 5,906 | $903K |
| Avior Wealth Management, LLC | 0.03% | Add +4.3% | 5,908 | $895K |
| First Citizens Financial Corp | 0.42% | Reduce -0.1% | 5,908 | $895K |
| Virtue Capital Management, LLC | 0.14% | Reduce -1.9% | 5,924 | $889K |
| Trace Wealth Advisors, LLC | 0.66% | No change | 5,804 | $879K |
| TFC Financial Management, Inc. | 0.11% | Reduce -2.3% | 5,798 | $878K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,795 | $877K |
| M1 Capital Management LLC | 0.40% | Add +0.5% | 5,787 | $876K |
| Cabana LLC | 6.86% | Reduce -15.3% | 5,772 | $874K |
| Urban Wealth Management, LLC | 0.89% | No change | 5,743 | $870K |
| ASL Financial, LLC | 0.69% | No change | 5,716 | $865K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,686 | $861K |
| Caprock Group, LLC | 0.02% | Reduce -5.5% | 5,679 | $860K |
| Alley Investment Management Company, LLC | 0.10% | Add +0.2% | 5,679 | $860K |
| Horizon Investments, LLC | 0.01% | Add +99.8% | 5,640 | $854K |
| Diversified Trust Co. | 0.02% | No change | 5,638 | $854K |
| Marietta Investment Partners LLC | 0.17% | No change | 5,600 | $848K |
| Dupree Financial Group, LLC | 0.34% | Reduce -2.8% | 5,591 | $847K |
| Marco Investment Management LLC | 0.06% | No change | 5,591 | $847K |
| Wellington-Altus USA Inc. | 0.50% | Add +42.1% | 5,400 | $844K |
| Montecito Bank & Trust | 0.14% | Reduce -0.2% | 5,572 | $844K |
| Gerald Baker Financial Group LLC | 0.27% | — | 5,567 | $843K |
| Choate Investment Advisors | 0.02% | No change | 5,490 | $831K |
| Dearborn Partners LLC | 0.04% | Add +14.9% | 5,472 | $829K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,448 | $825K |
| Quadcap Wealth Management, LLC | 0.09% | Add +1.9% | 5,420 | $821K |
| QRG Capital Management, Inc. | 0.01% | Add +49.9% | 5,400 | $818K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 5,339 | $808K |
| Greenleaf Trust | 0.01% | Add +14.4% | 5,274 | $799K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +94.3% | 5,274 | $798K |
| Clear Harbor Asset Management, LLC | 0.06% | No change | 5,270 | $798K |
| Naples Global Advisors, LLC | 0.06% | No change | 5,253 | $795K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -28.0% | 5,284 | $793K |
| Leo Wealth, LLC | 0.06% | Add +0.5% | 5,233 | $792K |
| TCP Asset Management, LLC | 0.10% | Reduce -1.2% | 5,194 | $786K |
| WJ Financial Advisors LLC | 0.63% | No change | 5,188 | $786K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,180 | $784K |
| GoalVest Advisory LLC | 0.15% | Reduce -55.3% | 5,151 | $780K |
| Flywheel Private Wealth LLC | 0.44% | Reduce -2.8% | 5,144 | $779K |
| Jackson Hole Capital Partners, LLC | 0.13% | No change | 5,128 | $776K |
| Gentry Private Wealth, LLC | 0.47% | Reduce -13.3% | 5,115 | $774K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -0.3% | 5,104 | $773K |
| WealthPLAN Partners, LLC | 0.15% | Reduce -0.6% | 5,097 | $772K |
| SageGuard Financial Group, LLC | 0.12% | Reduce -7.2% | 5,081 | $769K |
| New England Private Wealth Advisors LLC | 0.09% | Add +0.5% | 5,077 | $769K |
| Aspen Grove Capital, LLC | 0.15% | Add +0.8% | 5,064 | $767K |
| Fusion Family Wealth, LLC | 0.06% | Add +0.0% | 5,034 | $762K |
| Brookstone Capital Management | 0.01% | Add +3.0% | 5,014 | $759K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -0.5% | 5,014 | $759K |
| 55 North Private Wealth, LLC | 0.19% | No change | 5,000 | $757K |
| Sculati Wealth Management, LLC | 0.28% | No change | 4,999 | $757K |
| Ignite Planners, LLC | 0.12% | Reduce -0.3% | 5,031 | $755K |
| CoreCap Advisors, LLC | 0.03% | Reduce -34.0% | 4,981 | $754K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.2% | 4,974 | $753K |
| Tompkins Financial Corp. | 0.06% | No change | 4,960 | $751K |
| Alerus Financial NA | 0.04% | No change | 4,948 | $749K |
| North Forty Two & Co. | 0.69% | No change | 4,902 | $742K |
| CapWealth Advisors, LLC | 0.07% | Reduce -3.7% | 4,895 | $741K |
| Ellsworth Advisors, LLC | 0.14% | Add +2.9% | 4,889 | $740K |
| Rik Saylor Financial, Inc. | 0.56% | Add +0.5% | 4,874 | $738K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 4,851 | $735K |
| Waldron Private Wealth LLC | 0.03% | No change | 4,845 | $734K |
| Greenfield Savings Bank | 0.31% | No change | 4,840 | $733K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -15.6% | 4,827 | $731K |
| Invested Advisors | 0.74% | Reduce -0.2% | 4,814 | $729K |
| Mayport, LLC | 0.13% | Add +0.1% | 4,771 | $722K |
| Warwick Investment Management, Inc. | 0.10% | No change | 4,712 | $713K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,630 | $711K |
| Weatherly Asset Management L. P. | 0.06% | No change | 4,695 | $711K |
| Juncture Wealth Strategies, LLC | 0.24% | Reduce -2.9% | 4,692 | $710K |
| Evermay Wealth Management LLC | 0.08% | No change | 4,673 | $708K |
| Welch Group, LLC | 0.03% | Reduce -66.6% | 4,667 | $707K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.3% | 4,630 | $701K |
| Signaturefd, LLC | 0.01% | Add +19.9% | 4,618 | $699K |
| Portland Global Advisors LLC | 0.07% | Reduce -3.2% | 4,600 | $696K |
| Spire Wealth Management | 0.02% | Reduce -0.1% | 4,560 | $690K |
| Mowery & Schoenfeld Wealth Management, LLC | 1.05% | No change | 4,545 | $688K |
| Powers Advisory Group, LLC | 0.24% | Add +56.6% | 4,544 | $688K |
| Mascoma Wealth Management LLC | 0.14% | Add +0.1% | 4,528 | $686K |
| Leavell Investment Management, Inc. | 0.03% | Add +5.8% | 4,526 | $685K |
| Shrier Wealth Management, LLC | 0.25% | Reduce -2.2% | 4,518 | $684K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.4% | 4,481 | $679K |
| STAR Financial Bank | 0.32% | Add +56.9% | 4,457 | $675K |
| Compass Ion Advisors, LLC | 0.06% | No change | 4,456 | $675K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -3.2% | 4,420 | $669K |
| Summit Financial Strategies, Inc. | 0.05% | No change | 4,392 | $665K |
| Catalyst Financial Partners LLC | 0.08% | No change | 4,389 | $665K |
| Heartwood Wealth Advisors LLC | 0.06% | Reduce -0.6% | 4,377 | $663K |
| GW&K Investment Management, LLC | 0.01% | Reduce -79.9% | 4,374 | $662K |
| Selective Wealth Management, Inc. | 0.20% | Reduce -3.4% | 4,323 | $661K |
| SouthState Bank Corp | 0.03% | No change | 4,366 | $661K |
| Fonville Wealth Management LLC | 0.13% | Reduce -2.7% | 4,362 | $660K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -22.2% | 4,343 | $658K |
| Centaurus Financial, Inc. | 0.03% | Add +0.6% | 4,340 | $657K |
| SkyOak Wealth, LLC | 0.12% | No change | 4,334 | $656K |
| Nilsine Partners, LLC | 0.05% | No change | 4,289 | $654K |
| Procyon Advisors, LLC | 0.03% | Add +3.3% | 4,317 | $654K |
| Quest 10 Wealth Builders, Inc. | 0.57% | No change | 4,313 | $653K |
| United Community Bank | 0.22% | Reduce -24.6% | 4,310 | $653K |
| Ascent Group, LLC | 0.02% | Reduce -4.5% | 4,309 | $652K |
| Realta Investment Advisors | 0.23% | Add +2.1% | 4,308 | $652K |
| Investors Research Corp | 0.12% | Reduce -0.9% | 4,296 | $650K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +11.8% | 4,277 | $648K |
| Ledyard National Bank | 0.06% | Reduce -1.2% | 4,260 | $645K |
| BIP Wealth, LLC | 0.03% | Add +2.4% | 4,247 | $643K |
| Fiduciary Group, LLC | 0.05% | Reduce -1.5% | 4,199 | $636K |
| Lakeridge Wealth Management LLC | 0.27% | Reduce -10.5% | 4,196 | $635K |
| Bellevue Asset Management, LLC | 0.32% | Reduce -1.4% | 4,192 | $635K |
| KFG Wealth Management, LLC | 0.08% | Add +0.1% | 4,184 | $634K |
| Regatta Capital Group, LLC | 0.10% | Add +1.3% | 4,176 | $632K |
| Ocean Park Asset Management, LLC | 0.04% | Reduce -12.3% | 4,158 | $630K |
| Navigation Group, LLC | 0.15% | — | 4,117 | $623K |
| Barrett & Company, Inc. | 0.21% | Add +0.5% | 4,098 | $621K |
| Triangle Securities Wealth Management | 0.14% | Add +6.7% | 4,080 | $618K |
| Hyposwiss Advisors SA | 0.61% | Reduce -12.8% | 4,075 | $617K |
| Xcelsior Advisor Partners LLC | 0.23% | Add +30.2% | 4,016 | $608K |
| Readystate Asset Management LP | 0.06% | New | 4,015 | $608K |
| Arthur M. Cohen & Associates, LLC | 0.11% | Add +0.5% | 4,024 | $608K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.5% | 4,007 | $607K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.0% | 4,006 | $607K |
| Costello Asset Management, INC | 0.21% | Add +6.9% | 3,998 | $605K |
| Integris Wealth Management, LLC | 0.14% | Reduce -1.0% | 3,997 | $605K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 3,994 | $605K |
| IRON Financial LLC | 0.26% | Add +0.6% | 3,964 | $600K |
| Nvwm, LLC | 0.13% | Reduce -3.4% | 3,836 | $581K |
| Neumann Capital Management, LLC | 0.17% | No change | 3,819 | $578K |
| Samalin Investment Counsel, LLC | 0.21% | Add +0.5% | 3,816 | $578K |
| Navis Wealth Advisors, LLC | 0.29% | Add +6.4% | 3,807 | $576K |
| Breakwater Capital Group | 0.08% | Add +1.1% | 3,780 | $572K |
| LexAurum Advisors, LLC | 0.07% | — | 3,777 | $572K |
| Pps&v Asset Management Consultants, Inc. | 0.35% | Reduce -5.0% | 3,774 | $571K |
| West Paces Advisors Inc. | 0.11% | No change | 3,714 | $562K |
| RFG Advisory, LLC | 0.01% | Add +44.9% | 3,701 | $560K |
| Cambridge Financial Group, LLC | 0.19% | No change | 3,700 | $560K |
| Hoese & Co LLP | 0.42% | No change | 3,695 | $559K |
| Trilogy Capital Inc. | 0.02% | No change | 3,691 | $559K |
| BBR Partners, LLC | 0.03% | Reduce -6.0% | 3,689 | $559K |
| Diversify Wealth Management, LLC | 0.01% | New | 3,644 | $558K |
| 2UniFi Bank | 0.27% | Reduce -14.0% | 3,675 | $556K |
| Red Tortoise LLC | 0.23% | Add +0.1% | 3,650 | $553K |
| Steinberganna Wealth Management | 0.26% | Reduce -8.7% | 3,643 | $552K |
| Alpine Bank Wealth Management | 0.08% | Add +32.4% | 3,641 | $551K |
| Bull Street Advisors, LLC | 0.27% | No change | 3,625 | $549K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 3,624 | $549K |
| Fisher Asset Management | 0.00% | New | 3,607 | $546K |
| Clark Capital Management Group, Inc. | 0.00% | Add +0.0% | 3,606 | $546K |
| Rogco, LP | 0.18% | No change | 3,590 | $544K |
| Pines Wealth Management, LLC | 0.18% | No change | 3,572 | $541K |
| Mezzasalma Advisors, LLC | 0.14% | Add +0.6% | 3,557 | $539K |
| Bouvel Investment Partners, LLC | 0.16% | Add +40.1% | 3,556 | $538K |
| Schnieders Capital Management, Llc. | 0.09% | Reduce -4.0% | 3,551 | $538K |
| Purkiss Capital Advisors LLC | 0.24% | Reduce -8.4% | 3,547 | $537K |
| Trivium Point Advisory, LLC | 0.10% | Reduce -22.8% | 3,545 | $537K |
| Cambridge Advisors Inc. | 0.10% | Add +2.2% | 3,525 | $534K |
| Hexagon Capital Partners LLC | 0.08% | New | 3,504 | $531K |
| Bank of New Hampshire | 0.12% | No change | 3,500 | $530K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 3,485 | $528K |
| Investment Partners, LTD. | 0.19% | Add +0.1% | 3,480 | $527K |
| truNorth Financial Services, Inc. | 0.54% | No change | 3,470 | $525K |
| Carl P. Sherr & Co., LLC | 0.24% | No change | 3,432 | $520K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -4.1% | 3,426 | $519K |
| Charter Capital Management, LLC\DE | 0.26% | Reduce -12.0% | 3,408 | $516K |
| HUB Investment Partners, LLC | 0.01% | Add +4.6% | 3,395 | $514K |
| Zions Bancorporation, National Association | 0.03% | No change | 3,390 | $513K |
| CFM Wealth Partners LLC | 0.08% | Add +25.6% | 3,382 | $512K |
| Allie Family Office LLC | 0.22% | No change | 3,370 | $510K |
| Total Clarity Wealth Management, Inc. | 0.12% | No change | 3,367 | $510K |
| PMG Wealth Management, Inc. | 0.37% | Add +15.5% | 3,360 | $509K |
| Bangor Savings Bank | 0.04% | Reduce -0.9% | 3,359 | $509K |
| Sage Capital Management, LLC | 0.24% | Reduce -1.4% | 3,354 | $508K |
| Kelsey Financial, LLC | 0.44% | No change | 3,354 | $508K |
| Weaver Consulting Group | 0.12% | No change | 3,347 | $507K |
| Mather Group, Llc. | 0.01% | No change | 3,343 | $506K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +5.0% | 3,341 | $506K |
| Peak Planning Group, LLC | 0.14% | Add +0.7% | 3,336 | $505K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | Reduce -1.5% | 3,335 | $505K |
| Davis R M Inc. | 0.01% | Add +10.3% | 3,318 | $502K |
| Anb Bank | 0.20% | Reduce -5.4% | 3,300 | $500K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,294 | $499K |
| Smith Thornton Advisors LLC | 0.25% | No change | 3,275 | $496K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +75.1% | 3,273 | $496K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | No change | 3,270 | $495K |
| 180 Wealth Advisors, LLC | 0.06% | Add +0.0% | 3,265 | $494K |
| Baring Financial LLC | 0.30% | Reduce -4.2% | 3,249 | $492K |
| Rossby Financial, LCC | 0.10% | Add +589.6% | 3,255 | $492K |
| Secure Asset Management, LLC | 0.08% | Reduce -4.0% | 3,245 | $491K |
| CBIZ Investment Advisory Services, LLC | 0.02% | Reduce -51.5% | 3,238 | $490K |
| Citigroup Inc. | 0.00% | Add +94.2% | 3,237 | $490K |
| M. Kulyk & Associates, LLC | 0.09% | Reduce -3.9% | 3,228 | $489K |
| Peddock Capital Advisors, LLC | 0.11% | Reduce -0.8% | 3,194 | $484K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.3% | 3,190 | $483K |
| Aspire Capital Advisors LLC | 0.11% | No change | 3,180 | $481K |
| Obermeyer Wealth Partners | 0.02% | No change | 3,177 | $481K |
| Vision Capital Management, Inc. | 0.06% | Add +2.5% | 3,175 | $481K |
| Thrive Capital Management, LLC | 0.10% | Reduce -2.6% | 3,163 | $479K |
| Insight Wealth Strategies, LLC | 0.05% | Add +0.7% | 3,154 | $478K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -2.8% | 3,548 | $476K |
| Lee Danner & Bass Inc. | 0.03% | No change | 3,120 | $472K |
| Oakworth Capital, Inc. | 0.03% | Add +14.7% | 3,113 | $471K |
| Ashton Thomas Securities, LLC | 0.06% | New | 3,106 | $470K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.0% | 3,105 | $470K |
| Jamison Private Wealth Management, Inc. | 0.06% | Add +0.1% | 3,100 | $469K |
| Arrowroot Family Office, LLC | 0.15% | Add +1.0% | 3,079 | $466K |
| Regent Peak Wealth Advisors LLC | 0.09% | Reduce -17.8% | 3,073 | $465K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 3,064 | $464K |
| Thrive Wealth Management, LLC | 0.07% | Add +0.1% | 3,061 | $463K |
| Capital Investment Counsel, LLC | 0.06% | Add +60.3% | 3,057 | $463K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -1.6% | 3,044 | $461K |
| Trust Co. of Toledo NA | 0.04% | Reduce -25.8% | 3,028 | $458K |
| Primoris Wealth Advisors, LLC | 0.32% | No change | 3,026 | $458K |
| Prosperitas Financial LLC | 0.17% | New | 3,016 | $457K |
| Waters Parkerson & Co., LLC | 0.02% | Add +1.9% | 3,015 | $457K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 3,013 | $456K |
| Capstone Wealth Management, Inc. | 0.39% | No change | 3,010 | $456K |
| Ritholtz Wealth Management | 0.01% | Add +5.5% | 3,007 | $455K |
| TrueWealth Advisors, LLC | 0.11% | No change | 3,000 | $454K |
| Northstar Group, Inc. | 0.07% | Reduce -3.3% | 2,975 | $450K |
| Balanced Wealth Group LLC | 0.16% | Add +1.9% | 2,972 | $450K |
| GC Wealth Management RIA, LLC | 0.02% | New | 2,970 | $450K |
| Parsons Capital Management Inc. | 0.02% | Add +3.5% | 2,967 | $449K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | No change | 2,960 | $448K |
| FC Advisory LLC | 0.13% | Add +0.5% | 2,936 | $445K |
| Sage Capital Advisors,llc | 0.10% | Add +0.8% | 2,929 | $444K |
| ProVise Management Group, LLC | 0.03% | Reduce -6.8% | 2,928 | $443K |
| Access Financial Services, Inc. | 0.16% | Add +24.9% | 2,895 | $438K |
| Childress Capital Advisors, LLC | 0.08% | Add +34.4% | 2,884 | $437K |
| Rockland Trust Co. | 0.02% | No change | 2,881 | $436K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,875 | $435K |
| First Fiduciary Investment Counsel, Inc. | 0.09% | No change | 2,872 | $435K |
| BLB&B Advisors, LLC | 0.02% | Add +0.1% | 2,868 | $434K |
| Annex Advisory Services, LLC | 0.01% | Add +0.3% | 2,867 | $434K |
| Essex Bank | 0.10% | Reduce -2.5% | 2,854 | $432K |
| Bearing Point Capital, LLC | 0.07% | Reduce -38.2% | 2,835 | $429K |
| Capital Advisors Inc. | 0.01% | Add +16.5% | 2,823 | $427K |
| Nikulski Financial, Inc. | 0.11% | Add +26.6% | 2,816 | $426K |
| AF Advisors, Inc. | 0.24% | Reduce -0.5% | 2,808 | $425K |
| Vantage Investment Partners, LLC | 0.03% | No change | 2,806 | $425K |
| Courage Miller Partners, LLC | 0.12% | Reduce -0.2% | 2,797 | $424K |
| XTX Topco Ltd | 0.01% | New | 2,791 | $423K |
| Stiles Financial Services Inc | 0.13% | Reduce -2.9% | 2,784 | $421K |
| John Boyer, Inc. | 0.42% | Add +0.6% | 2,755 | $417K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $417K |
| Fairvoy Private Wealth, LLC | 0.10% | No change | 2,734 | $414K |
| Continuum Wealth Advisors, LLC | 0.17% | Reduce -2.5% | 2,731 | $414K |
| Future Financial Wealth Managment LLC | 0.27% | No change | 2,710 | $412K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | Reduce -50.0% | 2,713 | $411K |
| Tortuga Wealth Management, Inc | 0.38% | Reduce -5.8% | 2,710 | $410K |
| North Star Asset Management Inc. | 0.02% | No change | 2,710 | $410K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +28.5% | 2,703 | $409K |
| Keating Financial Advisory Services, Inc. | 0.07% | No change | 2,696 | $408K |
| Busey Bank | 0.01% | Reduce -5.5% | 2,692 | $408K |
| Certuity, LLC | 0.03% | Reduce -20.6% | 2,679 | $406K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,671 | $404K |
| Steelhead Wealth Management LLC | 0.20% | — | 2,667 | $403K |
| Pension & Wealth Management Advisors, Inc. | 0.12% | Add +0.8% | 2,637 | $399K |
| Wedmont Private Capital | 0.01% | Reduce -17.4% | 2,606 | $399K |
| SlateStone Wealth, LLC | 0.03% | Reduce -13.0% | 2,617 | $396K |
| Pflug Koory, LLC | 0.18% | Add +0.2% | 2,613 | $396K |
| LCNB Corp. | 0.13% | Add +20.9% | 2,607 | $395K |
| Camden National Bank | 0.05% | Add +0.6% | 2,605 | $394K |
| Artesa Financial Group, LLC | 0.38% | New | 2,600 | $394K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -84.5% | 2,598 | $393K |
| Palisade Asset Management, LLC | 0.04% | No change | 2,590 | $392K |
| Sonoma Allocations LLC | 0.14% | New | 2,578 | $391K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | No change | 2,572 | $389K |
| Hunter Associates Investment Management LLC | 0.05% | Reduce -7.3% | 2,578 | $389K |
| Glassman Wealth Services | 0.05% | No change | 2,569 | $389K |
| Biltmore Family Office, LLC | 0.05% | No change | 2,567 | $389K |
| Money Concepts Capital Corp. | 0.02% | Add +8.7% | 2,561 | $388K |
| American Financial & Tax Strategies Inc. | 0.19% | No change | 2,553 | $387K |
| YANKCOM Partnership | 0.16% | No change | 2,550 | $386K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | No change | 2,548 | $386K |
| Calamos Wealth Management LLC | 0.01% | No change | 2,533 | $384K |
| Calamos Advisors LLC | 0.00% | New | 2,533 | $384K |
| KPP Advisory Services LLC | 0.06% | Reduce -1.9% | 2,533 | $384K |
| Tudor Financial Inc. | 0.20% | Reduce -3.4% | 2,531 | $383K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -0.2% | 2,515 | $381K |
| WoodTrust Financial Corp | 0.05% | No change | 2,512 | $380K |
| Latitude Advisors, LLC | 0.17% | Add +0.0% | 2,501 | $379K |
| Clayton Financial Group LLC | 0.19% | No change | 2,500 | $379K |
| Passive Capital Management, LLC. | 0.11% | No change | 2,500 | $379K |
| Mengis Capital Management, Inc. | 0.07% | No change | 2,500 | $379K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 2,495 | $378K |
| Pacific Sun Financial Corp | 0.18% | Add +4.2% | 2,492 | $377K |
| Atria Investments, Inc | 0.00% | Reduce -39.7% | 2,486 | $376K |
| GM Advisory Group, LLC | 0.01% | Reduce -0.8% | 2,476 | $375K |
| Nicolet Bankshares Inc. | 0.01% | No change | 2,475 | $375K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $374K |
| Rothschild Investment LLC | 0.02% | Add +77.1% | 2,462 | $373K |
| Tiaa Trust, National Association | 0.02% | Reduce -80.5% | 2,450 | $371K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,438 | $369K |
| JB Capital LLC | 0.01% | Reduce -5.4% | 2,423 | $367K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $367K |
| LongView Wealth Management | 0.09% | Add +0.1% | 2,395 | $365K |
| BridgePort Financial Solutions, LLC | 0.10% | No change | 2,405 | $364K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +3.5% | 2,403 | $364K |
| United Bank | 0.05% | No change | 2,399 | $363K |
| SHP Wealth Management | 0.03% | Add +0.8% | 2,389 | $362K |
| Benedict Financial Advisors Inc. | 0.08% | Add +1.2% | 2,388 | $362K |
| First Western Trust Bank | 0.02% | Add +12.8% | 2,386 | $361K |
| Twele Capital Management, Inc. | 0.06% | Reduce -0.8% | 2,383 | $361K |
| CIBC Asset Management Inc | 0.00% | Add +16.1% | 2,380 | $360K |
| Mystic Asset Management, Inc. | 0.08% | Reduce -2.5% | 2,374 | $359K |
| Northwest Bancshares, Inc. | 0.07% | Add +0.3% | 2,360 | $357K |
| Charis Legacy Partners, LLC | 0.52% | Add +25.6% | 2,351 | $356K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.2% | 2,351 | $356K |
| Fogel Capital Management, Inc. | 0.16% | No change | 2,345 | $355K |
| Gainplan LLC | 0.27% | Reduce -7.8% | 2,341 | $354K |
| Northeast Investment Management | 0.01% | No change | 2,341 | $354K |
| Connecticut Wealth Management, LLC | 0.01% | Add +17.3% | 2,340 | $354K |
| MCF Advisors LLC | 0.02% | Add +245.6% | 2,336 | $354K |
| Sandro Wealth Management LLC | 0.28% | Reduce -27.2% | 2,334 | $353K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,333 | $353K |
| Clarus Group, Inc. | 0.13% | No change | 2,329 | $353K |
| KDK Private Wealth Management, LLC | 0.32% | Add +8.1% | 2,400 | $352K |
| Good Harbor Advisors, Inc. | 0.38% | No change | 2,319 | $351K |
| Headlands Technologies LLC | 0.04% | New | 2,318 | $351K |
| Global Trust Wealth Management LLC | 0.26% | Reduce -36.5% | 2,302 | $349K |
| Marquette Asset Management, LLC | 0.05% | Add +0.4% | 2,298 | $348K |
| Clientfirst Wealth Management, LLC | 0.29% | No change | 2,285 | $346K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,283 | $346K |
| Certified Advisory Corp | 0.03% | Add +1.7% | 2,278 | $345K |
| Affiance Financial, LLC | 0.06% | No change | 2,275 | $344K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -3.6% | 2,275 | $344K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.4% | 2,271 | $344K |
| Heritage Wealth Advisors | 0.01% | No change | 2,260 | $342K |
| Orleans Capital Management Corp. | 0.23% | No change | 2,250 | $341K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,241 | $339K |
| HCR Wealth Advisors | 0.04% | No change | 2,236 | $339K |
| Castle Wealth Management LLC | 0.11% | No change | 2,233 | $338K |
| Grove Bank & Trust | 0.04% | No change | 2,226 | $337K |
| Arbor Investment Advisors, LLC | 0.04% | Reduce -1.2% | 2,210 | $335K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | No change | 2,209 | $334K |
| Harbor Asset Planning, Inc. | 0.28% | Add +3.4% | 2,202 | $333K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -5.3% | 2,197 | $333K |
| Chilton Capital Management LLC | 0.01% | Reduce -43.7% | 2,191 | $332K |
| One Capital Management, LLC | 0.01% | No change | 2,187 | $331K |
| Modern Wealth Management, LLC | 0.01% | New | 2,190 | $331K |
| Karnit Road Accident Victims Compensation Fund | 0.19% | No change | 2,170 | $329K |
| JMN Financial LLC | 0.32% | New | 2,169 | $328K |
| DGS Capital Management, LLC | 0.05% | New | 2,169 | $328K |
| Pacific Center for Financial Services | 0.08% | Add +1.5% | 2,169 | $328K |
| Citadel Advisors | 0.00% | Add +8.9% | 2,166 | $328K |
| Founders Financial Alliance, LLC | 0.06% | Add +49.4% | 2,162 | $327K |
| Fourth Dimension Wealth, LLC | 0.12% | New | 2,150 | $326K |
| Silverlake Wealth Management LLC | 0.07% | Add +0.3% | 2,150 | $326K |
| Fairfield Financial Advisors, LTD | 0.11% | Reduce -10.5% | 2,142 | $324K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +22.2% | 2,139 | $324K |
| Insight Advisors, LLC/ PA | 0.06% | Add +1.2% | 2,135 | $323K |
| Hoffman, Alan N Investment Management | 0.21% | No change | 2,134 | $323K |
| Heritage Wealth Management, Inc. | 0.18% | New | 2,130 | $323K |
| Orion Capital Management LLC | 0.11% | No change | 2,130 | $323K |
| AdvisorNet Financial, Inc | 0.02% | Add +0.2% | 2,128 | $322K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.13% | No change | 2,110 | $319K |
| Parkside Financial Bank & Trust | 0.02% | Add +49.8% | 2,110 | $319K |
| Colonial Trust Advisors | 0.02% | Add +5.0% | 2,107 | $319K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 2,103 | $318K |
| Gateway Wealth Partners, LLC | 0.01% | Add +2.7% | 2,095 | $317K |
| BlueChip Wealth Advisors LLC | 0.14% | No change | 2,092 | $317K |
| Perennial Investment Advisors, LLC | 0.03% | Add +6.3% | 2,083 | $315K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,082 | $315K |
| Staley Capital Advisers Inc. | 0.01% | No change | 2,076 | $314K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,075 | $314K |
| Traphagen Investment Advisors LLC | 0.03% | Reduce -8.3% | 2,068 | $313K |
| Bluespring Wealth Management, LLC | 0.03% | Add +0.3% | 2,061 | $312K |
| Hantz Financial Services, Inc. | 0.00% | New | 2,057 | $312K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +2.1% | 2,051 | $311K |
| First American Bank | 0.02% | No change | 2,050 | $310K |
| OakTrust Wealth Advisors, LLC | 0.28% | Reduce -0.1% | 2,047 | $310K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Add +157.2% | 2,045 | $310K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,041 | $309K |
| Trek Financial, LLC | 0.02% | No change | 2,036 | $308K |
| Philadelphia Trust Co. | 0.02% | Reduce -12.9% | 2,033 | $308K |
| GAMMA Investing LLC | 0.01% | Add +32.8% | 2,024 | $306K |
| Stillwater Capital Advisors, LLC | 0.03% | No change | 2,021 | $306K |
| Chatterton & Associates Inc. | 0.21% | Add +15.7% | 1,988 | $305K |
| LVM Capital Management Ltd. | 0.03% | Add +32.6% | 2,011 | $304K |
| Accelerate Investment Advisors LLC | 0.20% | Reduce -2.9% | 2,007 | $304K |
| Diversified Portfolios, Inc. | 0.03% | Add +33.7% | 2,006 | $304K |
| Clear Trail Advisors, LLC | 0.05% | No change | 2,000 | $303K |
| Augustine Asset Management Inc. | 0.07% | No change | 2,000 | $303K |
| Align Financial, LLC | 0.17% | Reduce -99.3% | 1,990 | $301K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 1,979 | $300K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 1,979 | $300K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +21.6% | 1,979 | $300K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -8.0% | 1,978 | $299K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 1,975 | $299K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $299K |
| Avion Wealth | 0.06% | No change | 1,978 | $299K |
| Valley National Advisers Inc. | 0.04% | No change | 1,981 | $299K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.7% | 1,961 | $297K |
| Sterling Wealth Management, Inc. | 0.08% | No change | 1,961 | $297K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -40.0% | 1,953 | $296K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -1.5% | 1,949 | $295K |
| City National Bank of Florida | 0.18% | No change | 1,944 | $294K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +15.6% | 1,939 | $294K |
| Wealthcare Capital Partners, LLC | 0.14% | Add +0.8% | 1,942 | $294K |
| Angeles Wealth Management, LLC | 0.02% | Add +53.1% | 1,938 | $293K |
| Highview Capital Management LLC | 0.11% | Reduce -18.0% | 1,925 | $291K |
| Birchwood Financial Partners, Inc. | 0.28% | Add +0.7% | 1,922 | $291K |
| Sterling Financial Planning, Inc. | 0.09% | No change | 1,922 | $291K |
| GWN Securities Inc. | 0.06% | Reduce -2.0% | 1,918 | $290K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Reduce -12.6% | 1,906 | $289K |
| Security National Bank of Sioux City Iowa | 0.17% | No change | 1,905 | $288K |
| Cfo Capital Management LLC | 0.24% | No change | 2,043 | $288K |
| Bantamac Capital, LLC | 0.21% | Reduce -3.1% | 1,900 | $288K |
| Dudley Capital Management, LLC | 0.13% | No change | 1,900 | $288K |
| Advisors Capital Management, LLC | 0.00% | Reduce -2.1% | 1,900 | $288K |
| Golden State Wealth Management, LLC | 0.03% | Add +8.2% | 1,888 | $286K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Reduce -79.6% | 1,881 | $285K |
| Olistico Wealth, LLC | 0.14% | No change | 1,878 | $284K |
| Calton & Associates, Inc. | 0.04% | Reduce -25.9% | 1,867 | $283K |
| Grandview Asset Management LLC | 0.08% | Reduce -2.0% | 1,866 | $283K |
| Cape Ann Savings Bank | 0.14% | New | 1,865 | $282K |
| Carson Advisory Inc. | 0.15% | Reduce -0.9% | 1,853 | $281K |
| Ironwood Investment Counsel, LLC | 0.04% | Reduce -0.8% | 1,849 | $280K |
| Anchor Investment Management, LLC | 0.02% | Add +0.7% | 1,845 | $279K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -9.8% | 1,845 | $279K |
| Cedar Wealth Management, LLC | 0.08% | No change | 1,840 | $279K |
| Spirepoint Private Client, LLC | 0.03% | Reduce -0.8% | 1,838 | $278K |
| Triumph Capital Management | 0.06% | No change | 1,836 | $278K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 1,835 | $278K |
| Victrix Investment Advisors | 0.10% | Reduce -14.2% | 1,820 | $276K |
| Mustico Financial Group, Inc. | 0.19% | No change | 1,808 | $275K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +20.5% | 1,808 | $274K |
| Altus Wealth Group LLC | 0.11% | Reduce -6.4% | 1,807 | $274K |
| Madrona Financial Services, LLC | 0.06% | Reduce -56.0% | 1,801 | $273K |
| Southland Equity Partners LLC | 0.05% | Reduce -33.8% | 1,799 | $272K |
| Kovack Advisors, Inc. | 0.01% | Add +0.1% | 1,801 | $272K |
| 1ST Source Bank | 0.01% | New | 1,798 | $272K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Add +6.7% | 1,795 | $272K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +8.8% | 1,793 | $271K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -45.1% | 1,793 | $271K |
| Lauterbach Financial Advisors, LLC | 0.13% | No change | 1,790 | $271K |
| Tulsa Wealth Advisors, INC | 0.05% | New | 1,789 | $271K |
| South Plains Financial, Inc. | 0.16% | No change | 1,788 | $271K |
| Birchcreek Wealth Management, LLC | 0.13% | Add +0.1% | 1,786 | $270K |
| St Germain D J Co. Inc. | 0.01% | Add +10.5% | 1,785 | $270K |
| CoreFirst Bank & Trust | 0.14% | No change | 1,779 | $269K |
| Zacks Investment Management | 0.00% | Add +0.6% | 1,775 | $269K |
| Norden Group LLC | 0.03% | No change | 1,773 | $268K |
| Dala Group, LLC | 0.22% | Add +0.1% | 1,771 | $268K |
| Confluence Wealth Services, Inc. | 0.01% | Add +18.8% | 1,770 | $268K |
| Tower Bridge Advisors | 0.03% | New | 1,750 | $265K |
| Oregon Pacific Wealth Management, LLC | 0.28% | New | 1,749 | $265K |
| Cairn Investment Group, Inc. | 0.13% | No change | 1,742 | $264K |
| Coquina Private Wealth LLC | 0.21% | Add +1.3% | 1,742 | $264K |
| Allegheny Financial Group | 0.04% | Add +0.2% | 1,741 | $264K |
| Gray Private Wealth, LLC | 0.13% | No change | 1,729 | $262K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | No change | 1,721 | $261K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +9.6% | 1,717 | $260K |
| Motco | 0.02% | Reduce -37.8% | 1,711 | $259K |
| Semus Wealth Partners LLC | 0.14% | Add +0.7% | 1,711 | $259K |
| Highline Wealth Partners LLC | 0.07% | No change | 1,709 | $259K |
| Hickory Point Bank & Trust | 0.17% | No change | 1,698 | $257K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 1,695 | $257K |
| Strategic Blueprint, LLC | 0.01% | New | 1,695 | $257K |
| Sard Wealth Management Group, LLC | 0.14% | Add +0.3% | 1,693 | $256K |
| BCS Private Wealth Management, Inc. | 0.08% | No change | 1,691 | $256K |
| Piscataqua Savings Bank | 0.18% | No change | 1,690 | $256K |
| Adapt Wealth Advisors, LLC | 0.09% | Add +0.1% | 1,680 | $254K |
| Uhlmann Price Securities, LLC | 0.02% | No change | 1,680 | $254K |
| Francis Financial, Inc. | 0.05% | No change | 1,675 | $254K |
| Middleton & Co. Inc. | 0.03% | No change | 1,675 | $254K |
| Prosperity Financial Group, Inc. | 0.09% | Reduce -1.5% | 1,672 | $253K |
| American Financial Advisors, LLC | 0.03% | Reduce -10.0% | 1,658 | $251K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -10.5% | 1,657 | $251K |
| Smith Partners Wealth Management, LLC | 0.22% | No change | 1,650 | $250K |
| IFG Advisory, LLC | 0.71% | Reduce -96.3% | 1,647 | $249K |
| Clearstead Trust, LLC | 0.04% | No change | 1,643 | $249K |
| Chemistry Wealth Management LLC | 0.04% | No change | 1,640 | $248K |
| Morton Capital Management LLC | 0.04% | No change | 1,638 | $248K |
| First Merchants Corp. | 0.01% | No change | 1,632 | $247K |
| OFS Enterprise LLC | 0.07% | — | 1,631 | $247K |
| Pacific Wealth Strategies Group, Inc. | 0.15% | No change | 1,628 | $246K |
| Berman McAleer LLC | 0.03% | No change | 1,628 | $246K |
| Allred Capital Management, LLC | 0.09% | No change | 1,633 | $246K |
| Unified Investment Management | 0.25% | No change | 1,627 | $246K |
| Crumly & Associates Inc. | 0.05% | Add +0.5% | 1,627 | $246K |
| 1 North Wealth Services LLC | 0.09% | No change | 1,625 | $246K |
| AtlasMark Financial, Inc | 0.16% | No change | 1,743 | $246K |
| Tucker Asset Management LLC | 0.07% | No change | 1,621 | $245K |
| Canandaigua National Trust Co of Florida | 0.20% | New | 1,617 | $245K |
| Bison Wealth, LLC | 0.02% | No change | 1,608 | $244K |
| Visionary Wealth Advisors | 0.01% | Reduce -1.5% | 1,602 | $243K |
| Firestone Capital Management | 0.05% | No change | 1,601 | $242K |
| Carderock Capital Management Inc. | 0.06% | No change | 1,600 | $242K |
| Arq Wealth Advisors, LLC | 0.04% | No change | 1,600 | $242K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -30.3% | 1,600 | $242K |
| Legacy Advisors, LLC | 0.03% | Reduce -16.9% | 1,599 | $242K |
| Colonial Trust Co / SC | 0.03% | No change | 1,595 | $241K |
| Maia Wealth LLC | 0.04% | Add +0.1% | 1,595 | $241K |
| Harbour Capital Advisors, LLC | 0.05% | Add +10.3% | 1,590 | $241K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.8% | 1,593 | $241K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,592 | $241K |
| Fidelity D & D Bancorp Inc. | 0.10% | No change | 1,589 | $241K |
| Green Ridge Wealth Planning LLC | 0.13% | No change | 1,587 | $240K |
| Empowered Funds, LLC | 0.00% | New | 1,578 | $239K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.8% | 1,578 | $239K |
| Wick Capital Partners, LLC | 0.04% | No change | 1,574 | $238K |
| KOM Wealth Management Group, LLC | 0.16% | Reduce -1.4% | 1,573 | $238K |
| Berger Financial Group, Inc | 0.01% | Add +9.5% | 1,569 | $238K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,567 | $237K |
| Founders Grove Wealth Partners, LLC | 0.05% | Reduce -0.9% | 1,562 | $237K |
| Indivisible Partners | 0.02% | No change | 1,561 | $236K |
| Sterling Investment Advisors LLC | 0.11% | No change | 1,559 | $236K |
| KWB Wealth | 0.02% | No change | 1,670 | $236K |
| Duncan Williams Asset Management, LLC | 0.07% | Reduce -5.6% | 1,553 | $235K |
| Plimoth Trust Co. LLC | 0.05% | New | 1,550 | $235K |
| Breakwater Investment Management | 0.09% | No change | 1,548 | $234K |
| Manuka Financial, LLC | 0.14% | No change | 1,548 | $234K |
| Braeburn Wealth Management LLC | 0.13% | Add +0.1% | 1,544 | $234K |
| Northstar Advisory Group, LLC | 0.09% | Reduce -0.5% | 1,537 | $233K |
| MRWM Advisors, LLC | 0.13% | No change | 1,537 | $233K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -8.3% | 1,533 | $232K |
| Kelly Financial Group LLC | 0.06% | Reduce -7.8% | 1,531 | $232K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 1,530 | $232K |
| Riverview Capital Advisers, LLC | 0.08% | Add +4.9% | 1,526 | $231K |
| Houlihan Financial Resource Group, Ltd. | 0.09% | No change | 1,524 | $231K |
| PGIM Custom Harvest LLC | 0.00% | No change | 1,521 | $230K |
| Ring Mountain Capital, LLC | 0.13% | Reduce -0.9% | 1,519 | $230K |
| Financial Management Network Inc. | 0.04% | Add +4.5% | 1,495 | $229K |
| Vicus Capital | 0.02% | Reduce -20.3% | 1,514 | $229K |
| Howard Wealth Management, LLC | 0.10% | Reduce -4.0% | 1,513 | $229K |
| Iron Gate Global Advisors LLC | 0.02% | No change | 1,511 | $229K |
| Hills Bank & Trust Co | 0.01% | No change | 1,510 | $229K |
| Saxon Interests, Inc. | 0.08% | No change | 1,504 | $228K |
| Petros Family Wealth, LLC | 0.16% | No change | 1,500 | $227K |
| Curry Webb Wealth Management LLC | 0.11% | Add +0.5% | 1,500 | $227K |
| LifeWealth Investments, LLC | 0.07% | No change | 1,500 | $227K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,500 | $227K |
| Asio Capital, LLC | 0.03% | No change | 1,500 | $227K |
| Summit Asset Management, LLC | 0.03% | Reduce -3.2% | 1,500 | $227K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,500 | $227K |
| Post Resch Tallon Group Inc. | 0.18% | No change | 1,500 | $227K |
| Mission Hills Financial Advisory, LLC | 0.12% | Add +0.5% | 1,498 | $227K |
| American Trust | 0.02% | Add +1.2% | 1,481 | $224K |
| LJI Wealth Management, LLC | 0.04% | No change | 1,481 | $224K |
| WFA of San Diego, LLC | 0.18% | Reduce -51.6% | 1,480 | $224K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | No change | 1,477 | $224K |
| UNIVEST FINANCIAL Corp | 0.01% | Add +3.7% | 1,471 | $223K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -7.1% | 1,470 | $223K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | No change | 1,459 | $221K |
| Sage Rhino Capital LLC | 0.04% | No change | 1,455 | $220K |
| Aft, Forsyth & Company, Inc. | 0.10% | Add +0.3% | 1,452 | $220K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,450 | $220K |
| AJ Advisors, LLC | 0.08% | Add +0.8% | 1,450 | $220K |
| Dunhill Financial, LLC | 0.05% | Reduce -0.1% | 1,429 | $216K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,422 | $215K |
| Connable Office Inc. | 0.02% | Reduce -69.1% | 1,406 | $213K |
| Panoramic Investment Advisors, LLC | 0.12% | New | 1,405 | $213K |
| Pasadena Private Wealth, LLC | 0.03% | New | 1,403 | $213K |
| Providence Financial Advisors, LLC | 0.12% | New | 1,400 | $212K |
| Headinvest, LLC | 0.04% | New | 1,400 | $212K |
| Mattern Wealth Management LLC | 0.04% | New | 1,400 | $212K |
| Private Wealth Partners, LLC | 0.02% | New | 1,400 | $212K |
| Strategies Wealth Advisors, LLC | 0.02% | Reduce -70.6% | 1,399 | $212K |
| Grandfield & Dodd, LLC | 0.01% | Reduce -26.3% | 1,399 | $212K |
| Montag A & Associates Inc. | 0.01% | Reduce -31.1% | 1,397 | $212K |
| Cowa, LLC | 0.06% | New | 1,395 | $211K |
| Tortoise Investment Management, LLC | 0.02% | New | 1,394 | $211K |
| Partners Wealth Management, LLC | 0.22% | New | 1,389 | $210K |
| RiverGlades Family Offices LLC | 0.12% | — | 1,380 | $209K |
| Diversified Enterprises, LLC | 0.01% | Reduce -26.6% | 1,378 | $209K |
| Capital Advisory Group Advisory Services, LLC | 9.25% | — | 1,375 | $208K |
| Sentinel Pension Advisors, LLC | 0.03% | New | 1,375 | $208K |
| Barclays PLC | 0.00% | New | 1,375 | $208K |
| Select Asset Management & Trust | 0.07% | New | 1,373 | $208K |
| Fiduciary Alliance LLC | 0.01% | New | 1,367 | $208K |
| Jacobi Capital Management LLC | 0.01% | New | 1,364 | $206K |
| Granite Group Advisors, LLC | 0.12% | New | 1,358 | $206K |
| Sfam, LLC | 0.19% | No change | 1,360 | $206K |
| Advisory Alpha, LLC | 0.01% | New | 1,358 | $206K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 1,358 | $206K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -4.7% | 1,354 | $205K |
| Innova Wealth Partners | 0.10% | New | 1,356 | $205K |
| DDFG, Inc | 0.04% | New | 1,355 | $205K |
| Cascade Investment Group, Inc. | 0.13% | New | 1,353 | $205K |
| LaSalle St. Investment Advisors, LLC | 0.03% | New | 1,351 | $205K |
| TigerOak Management, L.L.C. | 0.06% | New | 1,351 | $205K |
| Evergreen Capital Management LLC | 0.00% | New | 1,351 | $205K |
| Letson Investment Management, Inc. | 0.08% | New | 1,350 | $204K |
| National Wealth Management Group, LLC | 0.08% | New | 1,350 | $204K |
| Columbia Bank | 0.06% | New | 1,350 | $204K |
| Greenspring Advisors, LLC | 0.01% | New | 1,350 | $204K |
| Concord Wealth Partners | 0.03% | Add +0.8% | 1,350 | $204K |
| Cooper Financial Group | 0.02% | New | 1,348 | $204K |
| Rise Advisors, LLC | 0.07% | New | 1,351 | $204K |
| Tanglewood Wealth Management, Inc. | 0.02% | New | 1,347 | $204K |
| Roundview Capital LLC | 0.01% | New | 1,346 | $204K |
| Collective Family Office LLC | 0.05% | New | 1,345 | $204K |
| Sargent Investment Group, LLC | 0.03% | New | 1,340 | $203K |
| RMR Wealth Builders | 0.02% | New | 1,339 | $203K |
| SAM Advisors, LLC | 0.06% | New | 1,337 | $202K |
| Tred Avon Family Wealth, LLC | 0.07% | Reduce -76.1% | 1,333 | $202K |
| Community Financial Services Group, LLC | 0.04% | New | 1,335 | $202K |
| Adams Asset Advisors, LLC | 0.02% | New | 1,331 | $201K |
| Heritage Trust Co | 0.02% | New | 1,325 | $201K |
| Armor Investment Advisors, LLC | 0.07% | No change | 1,286 | $195K |
| BankPlus Trust Department | 0.05% | No change | 1,280 | $194K |
| LRI Investments, LLC | 0.02% | No change | 1,255 | $190K |
| Innovative Asset Advisors Group, LLC | 0.11% | — | 1,253 | $190K |
| John A. Wolfe & Associates, Inc. | 0.29% | New | 1,251 | $189K |
| Evolution Wealth Management Inc. | 0.14% | Add +0.7% | 1,247 | $189K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $187K |
| Missouri Trust & Investment Co | 0.05% | Reduce -4.3% | 1,215 | $184K |
| First Financial Corp. | 0.07% | No change | 1,211 | $183K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,211 | $183K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 1,198 | $181K |
| WealthShield Partners, LLC | 0.02% | No change | 1,197 | $181K |
| Riverview Trust Co | 0.22% | No change | 1,196 | $181K |
| Westend Capital Management, LLC | 0.05% | No change | 1,180 | $179K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +34.6% | 1,168 | $177K |
| Measured Wealth Private Client Group, LLC | 0.05% | No change | 1,163 | $176K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.8% | 1,160 | $176K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 1,145 | $173K |
| Advisortrust Partners, LLC | 0.07% | New | 1,130 | $171K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,127 | $171K |
| TrustBank | 0.07% | No change | 1,125 | $170K |
| NBT Bank, N.A. | 0.01% | No change | 1,108 | $168K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.1% | 1,107 | $168K |
| CNB Bank | 0.07% | No change | 1,102 | $167K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $166K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,087 | $165K |
| Rossmore Private Capital | 0.01% | No change | 1,050 | $159K |
| Old Second National Bank of Aurora | 0.03% | Reduce -4.6% | 1,040 | $157K |
| Crews Bank & Trust | 0.02% | No change | 1,038 | $157K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.7% | 1,027 | $156K |
| Ancora Advisors LLC | 0.00% | No change | 1,009 | $153K |
| Cornerstone Financial Management LLC | 0.14% | No change | 1,000 | $151K |
| Country Trust Bank | 0.00% | No change | 993 | $150K |
| Crewe Advisors LLC | 0.01% | Add +0.6% | 957 | $145K |
| Phillips Financial Management, LLC | 0.01% | Reduce -38.7% | 952 | $144K |
| Peoples Financial Services Corp. | 0.07% | No change | 951 | $144K |
| Gilpin Wealth Management, LLC | 0.11% | No change | 925 | $140K |
| Financial Life Planners | 0.10% | New | 887 | $134K |
| Blue Trust, Inc. | 0.00% | Reduce -15.3% | 885 | $134K |
| Retiremitten Financial LLC | 0.06% | — | 880 | $133K |
| Manchester Capital Management LLC | 0.02% | No change | 860 | $130K |
| Key Financial Inc | 0.02% | Add +32.5% | 857 | $130K |
| Gen-Wealth Partners Inc | 0.04% | No change | 823 | $125K |
| Quadrant Capital Group LLC | 0.00% | Reduce -32.4% | 815 | $123K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 814 | $123K |
| Insight Inv LLC | 0.07% | Reduce -51.1% | 812 | $123K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -22.6% | 800 | $121K |
| Blueline Advisors LLC | 0.09% | Reduce -3.5% | 799 | $121K |
| Entrust Financial LLC | 0.08% | No change | 799 | $121K |
| Washington Trust Advisors, Inc. | 0.01% | New | 795 | $120K |
| Matrix Private Capital Group LLC | 0.06% | No change | 793 | $120K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -18.1% | 766 | $116K |
| Davis Capital Management | 0.08% | No change | 752 | $114K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 750 | $114K |
| Finley Financial, LLC | 0.05% | No change | 730 | $111K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -6.1% | 729 | $110K |
| True Link Financial Advisors, LLC | 0.01% | New | 709 | $107K |
| Hilton Head Capital Partners, LLC | 0.06% | No change | 691 | $105K |
| Prosperity Bancshares Inc | 0.08% | No change | 677 | $103K |
| Bayban | 0.09% | No change | 675 | $102K |
| Zeit Capital LLC | 0.07% | New | 674 | $102K |
| VSM Wealth Advisory, LLC | 0.03% | Add +0.6% | 669 | $101K |
| Fairway Wealth LLC | 0.03% | Add +33.6% | 668 | $101K |
| Marshall & Sterling Wealth Advisors Inc. | 0.07% | No change | 660 | $100K |
| RMG Wealth Management LLC | 0.01% | New | 2,210 | $99K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 642 | $97K |
| Accordant Advisory Group Inc | 0.06% | No change | 633 | $96K |
| Nalls Sherbakoff Group, LLC | 0.07% | No change | 631 | $96K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 611 | $93K |
| Essential Investment Partners LLC | 0.08% | No change | 595 | $90K |
| High Note Wealth, LLC | 0.02% | No change | 579 | $88K |
| Schroder Investment Management Group | 0.00% | No change | 570 | $86K |
| Creative Financial Designs Inc. | 0.01% | Reduce -15.1% | 558 | $84K |
| Provident Wealth Management, LLC | 0.03% | Reduce -21.3% | 551 | $83K |
| BankChampaign, National Association | 0.08% | Reduce -42.2% | 550 | $83K |
| Vanguard Advisers Inc. | 0.00% | — | 550 | $83K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $83K |
| REAP Financial Group, LLC | 0.02% | Add +0.8% | 527 | $80K |
| Signature Equity Partners, LLC | 0.04% | No change | 505 | $76K |
| Financial Connections Group, Inc. | 0.03% | No change | 497 | $75K |
| Monetary Solutions, Ltd | 0.07% | No change | 495 | $75K |
| Richardson Financial Services Inc. | 0.05% | No change | 494 | $75K |
| City State Bank | 0.02% | Reduce -7.5% | 490 | $74K |
| Fortitude Family Office, LLC | 0.02% | No change | 490 | $74K |
| MilWealth Group LLC | 0.02% | No change | 487 | $74K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $73K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 480 | $73K |
| Elevation Wealth Partners, LLC | 0.03% | Add +0.6% | 478 | $72K |
| Gill Capital Partners, LLC | 0.02% | New | 460 | $70K |
| Granville Capital, Inc. | 0.04% | No change | 459 | $69K |
| Essential Partners LLC | 0.02% | New | 455 | $69K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.9% | 453 | $69K |
| Evergreen Advisors, LLC | 0.02% | New | 451 | $68K |
| Adirondack Trust Co. | 0.02% | No change | 450 | $68K |
| Trust Co | 0.01% | Add +97.7% | 435 | $66K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 420 | $63K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 418 | $63K |
| MTM Investment Management, LLC | 0.02% | No change | 415 | $63K |
| EPG Wealth Management LLC | 0.02% | No change | 415 | $63K |
| Synergy Investment Management, LLC | 0.02% | New | 410 | $62K |
| CX Institutional | 0.00% | Add +0.7% | 406 | $61K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $60K |
| Morse Asset Management, Inc | 0.01% | No change | 389 | $59K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -2.3% | 388 | $59K |
| Princeton Global Asset Management LLC | 0.01% | Add +452.9% | 387 | $59K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +0.3% | 385 | $58K |
| Roxbury Financial LLC | 0.05% | Add +0.5% | 384 | $58K |
| Millstone Evans Group, LLC | 0.03% | Reduce -28.1% | 372 | $56K |
| Marshall Investment Management, LLC | 0.03% | New | 368 | $56K |
| Horizons Wealth Management | 0.04% | No change | 360 | $55K |
| Meramec Financial Planners, LLC | 0.02% | Add +0.8% | 354 | $54K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 357 | $54K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | Reduce -10.1% | 358 | $54K |
| Legacy Bridge, LLC | 0.02% | No change | 350 | $53K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 348 | $53K |
| Seneschal Advisors, LLC | 0.04% | No change | 343 | $52K |
| MBM Wealth Consultants, LLC | 0.01% | New | 340 | $51K |
| Pittenger & Anderson Inc. | 0.00% | No change | 333 | $50K |
| Weaver Capital Management LLC | 0.01% | No change | 325 | $49K |
| NFSG Corp | 0.01% | Add +0.6% | 316 | $48K |
| Byrne Asset Management LLC | 0.03% | No change | 315 | $48K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 311 | $47K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 305 | $46K |
| Winthrop Capital Management, LLC | 0.01% | No change | 304 | $46K |
| Southern Michigan Bank & Trust | 0.02% | — | 303 | $46K |
| Corsicana & Co. | 0.03% | No change | 341 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $45K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 297 | $45K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $44K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 280 | $42K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -3.5% | 274 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -28.6% | 272 | $41K |
| Napier Financial, LLC | 0.01% | New | 262 | $40K |
| Cypress Capital Management LLC (WY) | 0.04% | No change | 261 | $40K |
| Clean Yield Group | 0.01% | No change | 260 | $39K |
| Friedenthal Financial | 0.02% | Reduce -53.5% | 259 | $39K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +0.8% | 257 | $39K |
| American National Bank & Trust | 0.00% | No change | 251 | $38K |
| Strive Financial Group ,LLC | 0.02% | Reduce -14.3% | 251 | $38K |
| IMA Advisory Services, Inc. | 0.00% | No change | 250 | $38K |
| Financial Freedom, LLC | 0.02% | No change | 248 | $38K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -2.0% | 245 | $37K |
| Kilter Group LLC | 0.02% | Add +0.4% | 239 | $36K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $36K |
| Main Street Group, LTD | 0.01% | New | 218 | $33K |
| Miller Capital Partners, Inc. | 0.02% | No change | 210 | $32K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1.5% | 206 | $31K |
| S&T Bank | 0.01% | No change | 203 | $31K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $30K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -55.8% | 200 | $30K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 195 | $29K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 184 | $28K |
| Advisors Asset Management, Inc. | 0.00% | Add +3.4% | 184 | $28K |
| Team Financial Group, LLC | 0.01% | Add +1.1% | 176 | $27K |
| McIlrath & Eck, LLC | 0.00% | No change | 176 | $27K |
| Rice Partnership, LLC | 0.00% | No change | 175 | $26K |
| Fairman Group, LLC | 0.02% | Add +0.6% | 167 | $25K |
| Holos Integrated Wealth LLC | 0.01% | New | 163 | $25K |
| JPL Wealth Management, LLC | 0.01% | New | 155 | $23K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 154 | $23K |
| Addison Advisors LLC | 0.01% | No change | 152 | $23K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | No change | 150 | $23K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 149 | $23K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $22K |
| Kelleher Financial Advisors | 0.01% | No change | 142 | $21K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $21K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 133 | $20K |
| Family Manage LLC | 0.00% | No change | 131 | $20K |
| PlanVest Financial, Inc | 0.01% | — | 129 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 128 | $19K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 127 | $19K |
| Advantage Trust Co | 0.01% | No change | 120 | $18K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 120 | $18K |
| Ascentis Independent Advisors | 0.00% | New | 115 | $17K |
| Financial Perspectives, Inc | 0.00% | No change | 115 | $17K |
| Tsfg, LLC | 0.00% | No change | 110 | $17K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $16K |
| Financial Consulate, Inc. | 0.00% | No change | 105 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $15K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $15K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 100 | $15K |
| Delta Asset Management LLC | 0.00% | No change | 98 | $15K |
| Hughes Financial Services, LLC | 0.00% | No change | 97 | $15K |
| High Point Wealth Management, LLC | 0.01% | New | 96 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 93 | $14K |
| Birchbrook, Inc. | 0.01% | No change | 90 | $14K |
| Silicon Valley Capital Partners | 0.00% | No change | 88 | $13K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 76 | $11K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 75 | $11K |
| Robbins Farley | 0.01% | No change | 75 | $11K |
| Clear Investment Research, LLC | 0.02% | New | 68 | $10K |
| Roble, Belko & Company, Inc | 0.00% | No change | 68 | $10K |
| PayPay Securities Corp | 0.33% | Reduce -24.1% | 63 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 61 | $9K |
| Basepoint Wealth LLC | 0.01% | Add +1.7% | 61 | $9K |
| Nova Wealth Management, Inc. | 0.01% | No change | 60 | $9K |
| Register Financial Advisors LLC | 0.00% | Add +1.8% | 57 | $9K |
| Activest Wealth Management | 0.00% | New | 54 | $8K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 53 | $8K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 52 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 51 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $8K |
| GGM Financial LLC | 0.00% | Add +2.0% | 50 | $8K |
| Lodestone Wealth Management LLC | 0.00% | No change | 49 | $7K |
| Bullock Wealth Management Group | 0.00% | No change | 48 | $7K |
| Broadwater Capital Management LLC | 0.00% | No change | 42 | $6K |
| Sunrise Financial Services, LLC | 0.00% | No change | 39 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 35 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 29 | $4K |
| Cheviot Value Management, LLC | 0.00% | No change | 27 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $4K |
| Bfsg, LLC | 0.00% | No change | 25 | $4K |
| Rakuten Securities, Inc. | 0.00% | Reduce -31.4% | 24 | $4K |
| Global Wealth Strategies & Associates | 0.00% | Add +5.3% | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 15 | $2K |
| Proathlete Wealth Management LLC | 0.00% | No change | 7 | $1K |
| WPG Advisers, LLC | 0.00% | Reduce -45.5% | 6 | $908 |
| West Branch Capital LLC | 0.00% | No change | 4 | $606 |
| Arvest Investments, Inc. | 0.00% | Reduce -99.7% | 1 | $151 |
| Root Financial Partners, LLC | 0.00% | Reduce -98.9% | 1 | $151 |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.