iShares Select Dividend ETFDVYETF
13F holders, Q2 2026 (June 30)1,426holders −1
73new positions
58sold out
7famous investors
$155.57avg. 13F price*
At the end of Q2 2026, 1,426 institutions reported holding iShares Select Dividend ETF (DVY) in their 13F filings, down 1 from Q1 2026. 73 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($1.0B) and Wells Fargo & Company ($604.2M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Select Dividend ETF
- CUSIP
- 464287168
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $57.3M |
| Exits | 58 | $33.8M |
All 13F filers, Q1 2026 → Q2 2026: 2,245,497 shares bought and 2,565,164 shares sold, net −319,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,426 holders
| Bank of America Corp. | 0.07% | Reduce -13.0% | 7,018,222 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.8% | 6,569,499 | $1.0B |
| Wells Fargo & Company | 0.11% | Add +1.5% | 3,865,664 | $604.2M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.3% | 3,462,669 | $541.2M |
| Northern Trust Corp. | 0.06% | Reduce -0.9% | 3,079,966 | $481.4M |
| Royal Bank of Canada | 0.07% | Reduce -1.8% | 2,697,759 | $421.7M |
| LPL Financial LLC | 0.07% | Add +3.9% | 1,861,748 | $291.0M |
| JPMorgan Chase & Co. | 0.01% | Add +4.6% | 1,607,768 | $253.9M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.2% | 1,589,062 | $248.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +6.0% | 1,576,255 | $246.3M |
| Raymond James Financial Inc. | 0.05% | Add +3.8% | 1,229,015 | $192.1M |
| UBS Group AG | 0.03% | Reduce -4.9% | 1,106,849 | $173.0M |
| US Bancorp \de | 0.19% | Reduce -1.6% | 1,086,066 | $169.8M |
| Truist Financial Corp. | 0.20% | Reduce -1.2% | 1,085,765 | $169.7M |
| Howard Capital Management, LLC | 1.88% | No change | 1,011,427 | $158.1M |
| Bank of Montreal | 0.05% | Add +3.8% | 797,353 | $124.6M |
| Fifth Third Bancorp | 0.17% | Add +2.0% | 658,941 | $103.0M |
| Northside Capital Management, LLC | 8.34% | Reduce -0.4% | 651,372 | $101.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -14.5% | 592,143 | $92.6M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -2.9% | 573,403 | $89.6M |
| Cetera Investment Advisers | 0.08% | Add +6.0% | 572,204 | $89.4M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.0% | 562,230 | $87.9M |
| Osaic Holdings, Inc. | 0.09% | Add +2.5% | 497,660 | $77.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.2% | 492,688 | $77.2M |
| Focus Partners Wealth | 0.08% | Add +2.7% | 478,071 | $74.7M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.7% | 325,885 | $50.9M |
| AMG National Trust Bank | 1.03% | Add +2.1% | 320,541 | $50.1M |
| Mariner, LLC | 0.05% | Reduce -19.6% | 318,240 | $49.8M |
| Creative Planning | 0.03% | Add +0.3% | 318,441 | $49.8M |
| Stifel Financial Corp. | 0.04% | Add +1.1% | 315,359 | $49.3M |
| Pinnacle Financial Partners, Inc. | 0.33% | Add +2.4% | 307,307 | $48.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -27.5% | 299,005 | $46.7M |
| Cibc World Market Inc. | 0.07% | Reduce -2.4% | 276,587 | $43.2M |
| Commerce Bank | 0.19% | Reduce -1.9% | 275,338 | $43.0M |
| Moment Partners, LLC | 7.61% | Add +4.3% | 270,057 | $42.2M |
| M&T Bank Corp | 0.12% | Reduce -0.9% | 251,468 | $39.3M |
| Glenmede Trust Co. NA | 0.17% | Add +3.0% | 249,302 | $39.0M |
| Private Advisor Group, LLC | 0.18% | Add +16.5% | 249,102 | $38.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -0.2% | 242,437 | $37.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.6% | 240,143 | $37.5M |
| LBMC Investment Advisors, LLC | 1.97% | Add +0.2% | 231,257 | $36.1M |
| Assetmark, Inc. | 0.06% | Reduce -0.5% | 219,483 | $34.3M |
| FMR LLC | 0.00% | Add +4.5% | 202,534 | $31.7M |
| HB Wealth Management, LLC | 0.17% | Add +47.7% | 199,537 | $31.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +6.1% | 187,543 | $29.3M |
| Franklin Resources Inc. | 0.01% | Add +3.4% | 186,082 | $29.1M |
| Ellis Investment Partners, LLC | 4.37% | Reduce -2.7% | 184,501 | $28.8M |
| Valmark Advisers, Inc. | 0.30% | Reduce -1.3% | 179,186 | $28.0M |
| MYDA Advisors LLC | 6.70% | Reduce -32.7% | 175,000 | $27.4M |
| Yukon Wealth Management, Inc. | 7.81% | Add +36.0% | 174,560 | $27.3M |
| Blair William & Co. | 0.07% | Add +1.1% | 167,181 | $26.1M |
| BNP Paribas Financial Markets | 0.01% | Add +54.1% | 162,879 | $25.5M |
| Evelyn Partners Group Ltd | 0.43% | — | 162,484 | $24.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.0% | 160,088 | $24.3M |
| Sterling Investment Advisors, Ltd. | 3.93% | Add +14.8% | 305,312 | $23.5M |
| Miller Howard Investments Inc. | 0.62% | Reduce -18.4% | 150,229 | $23.5M |
| National Bank of Canada | 0.02% | Add +1.8% | 148,381 | $23.2M |
| GW Henssler & Associates Ltd. | 1.03% | Add +1.8% | 147,515 | $23.1M |
| First National Bank & Trust Co. of Newtown | 4.67% | Reduce -5.7% | 142,561 | $23.0M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -12.2% | 145,607 | $22.8M |
| &partners | 0.09% | Add +1.9% | 145,538 | $22.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +816.3% | 140,591 | $22.0M |
| Fifth Third Wealth Advisors LLC | 0.61% | Add +1.0% | 139,358 | $21.8M |
| Cerity Partners LLC | 0.03% | Add +3.9% | 137,299 | $21.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -11.6% | 133,522 | $20.9M |
| Arcus Capital Partners, LLC | 8.17% | Reduce -11.2% | 126,317 | $19.7M |
| Capital Investment Advisors, LLC | 0.26% | Add +1.8% | 126,029 | $19.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3.75% | Add +4.8% | 125,694 | $19.6M |
| Advisory Services Network, LLC | 0.22% | Reduce -4.9% | 125,600 | $19.6M |
| Equitable Holdings, Inc. | 0.12% | Add +1.7% | 124,681 | $19.5M |
| Trustmark Bank Trust Department | 1.16% | Reduce -0.2% | 124,327 | $19.4M |
| DAVENPORT & Co LLC | 0.10% | Add +18.4% | 122,671 | $19.2M |
| Round Rock Advisors LLC | 2.42% | Add +4.8% | 120,146 | $18.8M |
| Cresset Asset Management, LLC | 0.07% | Add +12.8% | 116,340 | $18.2M |
| Kwmg, LLC | 1.30% | Add +5.3% | 114,949 | $18.0M |
| Qube Research & Technologies Ltd | 0.02% | New | 113,560 | $17.7M |
| Cullen/Frost Bankers, Inc. | 0.17% | Add +2.0% | 111,795 | $17.5M |
| MAI Capital Management | 0.06% | Add +29.1% | 105,317 | $16.5M |
| NTV Asset Management LLC | 1.60% | Reduce -1.2% | 104,700 | $16.4M |
| Lido Advisors, LLC | 0.06% | Add +3.1% | 104,539 | $16.3M |
| Corient Private Wealth LP | 0.02% | Add +5.7% | 100,505 | $15.7M |
| Captrust Financial Advisors | 0.02% | Add +8.5% | 99,362 | $15.5M |
| Powell Investment Advisors, LLC | 4.90% | Add +0.7% | 99,237 | $15.5M |
| MML Investors Services, LLC | 0.03% | Add +11.0% | 98,909 | $15.5M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +4.0% | 97,532 | $15.2M |
| Jones Financial Companies LLLP | 0.01% | Add +80.8% | 96,092 | $15.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +2.5% | 94,578 | $14.8M |
| JGP Wealth Management, LLC | 1.28% | Reduce -1.5% | 90,968 | $14.2M |
| Pathstone Holdings, LLC | 0.04% | Add +21.6% | 86,786 | $13.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +16.6% | 86,496 | $13.5M |
| Raab & Moskowitz Asset Management LLC | 2.64% | Add +13.1% | 83,948 | $13.1M |
| North Star Investment Management Corp. | 0.70% | Add +0.4% | 82,829 | $12.9M |
| TD Private Client Wealth LLC | 0.23% | Add +29.7% | 80,521 | $12.6M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -22.8% | 80,417 | $12.6M |
| AlTi Global, Inc. | 0.26% | Reduce -0.5% | 79,043 | $12.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +3.3% | 74,982 | $11.7M |
| First United Bank & Trust | 3.36% | Reduce -0.4% | 74,743 | $11.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.9% | 74,144 | $11.6M |
| Allen Investment Management, LLC | 0.14% | No change | 72,973 | $11.4M |
| White Lighthouse Investment Management Inc. | 1.36% | Reduce -0.9% | 70,028 | $10.9M |
| Old National Bancorp | 0.21% | Reduce -1.9% | 67,856 | $10.6M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +4.9% | 66,042 | $10.3M |
| AE Wealth Management LLC | 0.05% | Reduce -33.9% | 65,266 | $10.2M |
| Quantinno Capital Management LP | 0.01% | Reduce -15.4% | 64,147 | $10.0M |
| Arax Advisory Partners | 0.07% | Add +104.7% | 62,910 | $9.8M |
| SOA Wealth Advisors, LLC. | 1.61% | Reduce -3.5% | 61,205 | $9.6M |
| Asset Advisors Investment Management, LLC | 0.88% | Reduce -1.2% | 61,066 | $9.5M |
| Wealth Management Associates, Inc. | 2.63% | Add +1.6% | 61,063 | $9.5M |
| CIBC Bancorp USA Inc. | 0.01% | Add +2.9% | 60,051 | $9.4M |
| Dumont & Blake Investment Advisors LLC | 2.07% | Reduce -4.6% | 58,830 | $9.2M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +1.7% | 56,752 | $8.9M |
| Beaumont Financial Advisors, LLC | 0.55% | Reduce -1.4% | 55,713 | $8.7M |
| Edgewood Management LLC | 0.09% | No change | 54,926 | $8.6M |
| Mutual Advisors, LLC | 0.16% | Reduce -4.1% | 53,630 | $8.4M |
| Prospera Financial Services Inc | 0.12% | Add +0.6% | 53,416 | $8.3M |
| Amarillo National Bank | 1.34% | Reduce -1.3% | 53,355 | $8.3M |
| KCM Investment Advisors LLC | 0.25% | Reduce -0.3% | 52,670 | $8.2M |
| Stelac Advisory Services LLC | 1.53% | Reduce -0.8% | 52,632 | $8.2M |
| Vanguard National Trust Co | 0.45% | Add +43.8% | 52,537 | $8.2M |
| Oppenheimer & Co. Inc. | 0.09% | Add +1.9% | 51,477 | $8.0M |
| Linscomb Wealth, Inc. | 0.35% | Reduce -5.2% | 51,281 | $8.0M |
| Bokf, NA | 0.11% | Reduce -5.4% | 50,965 | $8.0M |
| Carret Asset Management, LLC | 0.69% | Add +1.7% | 50,334 | $7.9M |
| Wealth Quarterback LLC | 2.42% | Add +15.2% | 50,050 | $7.8M |
| Smithfield Trust Co | 0.30% | Reduce -3.7% | 48,843 | $7.6M |
| NorthCoast Asset Management LLC | 0.17% | Add +2.1% | 48,287 | $7.5M |
| Lee Financial Co | 0.95% | Reduce -5.0% | 47,600 | $7.4M |
| Glenview Trust Co | 0.10% | Add +0.1% | 46,963 | $7.3M |
| LMG Wealth Partners, LLC | 1.17% | Add +12.1% | 46,677 | $7.3M |
| Pinnacle Financial Group, LLC / IL | 1.77% | Reduce -20.9% | 46,503 | $7.3M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +0.3% | 46,459 | $7.3M |
| Callan Family Office, LLC | 0.14% | Add +0.3% | 46,304 | $7.2M |
| Integrated Advisors Network LLC | 0.33% | Add +337.1% | 45,413 | $7.1M |
| New England Asset Management Inc. | 0.84% | Add +13.3% | 45,050 | $7.0M |
| IFG Advisors, LLC | 0.97% | Reduce -26.6% | 44,952 | $7.0M |
| D.A. Davidson & Co. | 0.04% | Add +44.7% | 44,716 | $7.0M |
| Verus Financial Partners, Inc. | 0.59% | Reduce -3.3% | 44,284 | $6.9M |
| Principle Wealth Partners LLC | 0.32% | Reduce -1.1% | 42,009 | $6.6M |
| Highland Capital Management, LLC | 0.30% | Add +1.0% | 41,785 | $6.5M |
| IFP Advisors, Inc | 0.12% | Reduce -3.8% | 41,768 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Add +20.1% | 42,946 | $6.5M |
| Rathbones Group PLC | 0.02% | Reduce -0.5% | 40,167 | $6.3M |
| Citizens Financial Group Inc. | 0.08% | Add +2.7% | 40,029 | $6.3M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -0.2% | 39,914 | $6.2M |
| Daybright Advisory Services, Inc. | 1.49% | Reduce -1.8% | 38,673 | $6.2M |
| GTS Securities LLC | 0.13% | New | 39,690 | $6.2M |
| Cornerstone Advisors Asset Management, LLC | 0.81% | Reduce -8.1% | 39,604 | $6.2M |
| FOCUS Wealth Advisors, LLC | 2.83% | Add +0.4% | 39,099 | $6.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +11.2% | 38,734 | $6.1M |
| Eagle Bay Advisors LLC | 4.53% | No change | 38,710 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 37,924 | $5.9M |
| United Capital Financial Advisors, LLC | 0.03% | Add +3.0% | 37,794 | $5.9M |
| IFG Advisory, LLC | 0.21% | Add +2172.1% | 37,421 | $5.8M |
| Bank of Hawaii | 0.28% | Add +0.3% | 36,710 | $5.7M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -4.5% | 36,663 | $5.7M |
| Landaas & Co. /Wi | 1.04% | Reduce -0.1% | 36,439 | $5.7M |
| Joseph P. Lucia & Associates, LLC | 1.71% | Add +15.8% | 36,386 | $5.7M |
| Mendel Capital Management LLC | 2.56% | Reduce -0.0% | 36,386 | $5.7M |
| AQR Capital Management | 0.00% | Add +10.0% | 36,003 | $5.6M |
| Clearstead Advisors, LLC | 0.05% | Reduce -20.3% | 35,053 | $5.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.22% | Add +2.6% | 35,005 | $5.5M |
| Sig Brokerage, LP | 0.87% | No change | 34,954 | $5.5M |
| Jackson, Grant Investment Advisers, Inc. | 1.69% | Reduce -9.3% | 34,863 | $5.4M |
| Deutsche Bank AG | 0.00% | Add +30.9% | 34,478 | $5.4M |
| BlackRock, Inc. | 0.00% | Add +19.6% | 34,306 | $5.4M |
| Ironwood Financial, llc | 0.84% | Reduce -2.3% | 33,288 | $5.3M |
| Laurel Oak Wealth Management, LLC | 0.77% | Reduce -1.7% | 34,007 | $5.3M |
| Sankala Group LLC | 3.52% | Add +3.8% | 31,801 | $5.3M |
| Albion Financial Group | 0.30% | Reduce -0.1% | 32,945 | $5.1M |
| Cornerstone Management, Inc. | 0.74% | Add +3.6% | 32,916 | $5.1M |
| Balentine LLC | 0.18% | Reduce -7.9% | 32,674 | $5.1M |
| MV Capital Management, Inc. | 0.45% | Reduce -0.6% | 32,643 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -8.2% | 32,577 | $5.1M |
| Klingman & Associates, LLC | 0.21% | Reduce -0.3% | 32,133 | $5.0M |
| Keybank National Association | 0.02% | Add +1.2% | 31,675 | $5.0M |
| Gallagher Capital Advisors, LLC | 2.84% | New | 31,658 | $4.9M |
| Scotia Capital Inc. | 0.02% | Reduce -6.5% | 31,647 | $4.9M |
| LGL Partners, LLC | 1.79% | Add +0.8% | 31,323 | $4.9M |
| Ferguson Wellman Capital Management, Inc. | 0.06% | Reduce -0.4% | 31,252 | $4.9M |
| Scarborough Advisors, LLC | 0.56% | Add +0.2% | 30,679 | $4.9M |
| Keebeck Wealth Management | 0.47% | Reduce -0.2% | 31,112 | $4.9M |
| Omega Financial Group, LLC | 1.48% | Reduce -1.5% | 31,077 | $4.9M |
| Mechanics Bank Trust Department | 0.60% | Add +3.3% | 31,068 | $4.9M |
| Hilltop Holdings Inc. | 0.39% | Add +2.1% | 30,828 | $4.8M |
| Composition Wealth, LLC | 0.06% | Add +7.1% | 30,760 | $4.8M |
| Allworth Financial LP | 0.02% | Reduce -7.0% | 30,655 | $4.8M |
| Bessemer Group Inc. | 0.01% | Add +13.1% | 30,627 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +4.1% | 30,463 | $4.8M |
| FAS Wealth Partners, Inc. | 0.25% | Add +0.9% | 30,459 | $4.8M |
| Taylor Financial Group, Inc. | 2.61% | Add +4.7% | 30,431 | $4.8M |
| Fulton Bank, N.A. | 0.14% | Reduce -0.7% | 30,258 | $4.7M |
| St. Clair Advisors, LLC | 1.20% | Reduce -0.3% | 29,720 | $4.6M |
| Townsend Asset Management Corp. /NC/ | 1.47% | Reduce -0.5% | 29,397 | $4.6M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.65% | Add +0.8% | 29,171 | $4.6M |
| Simon Quick Advisors, LLC | 0.18% | Add +24.3% | 29,158 | $4.6M |
| Modern Wealth Management, LLC | 0.05% | Add +1230.0% | 29,127 | $4.6M |
| Argent Trust Co | 0.13% | Add +9.9% | 28,927 | $4.5M |
| BBR Partners, LLC | 0.21% | Add +682.7% | 28,874 | $4.5M |
| Shulman DeMeo Asset Management LLC | 0.84% | Reduce -4.0% | 28,586 | $4.5M |
| Mission Wealth Management, LP | 0.06% | Add +8.8% | 28,539 | $4.5M |
| HighPoint Advisor Group LLC | 0.16% | Reduce -0.3% | 28,373 | $4.4M |
| Burke & Herbert Bank & Trust Co. | 1.09% | Reduce -1.9% | 28,255 | $4.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 28,097 | $4.4M |
| Geneos Wealth Management Inc. | 0.09% | Add +19.1% | 27,770 | $4.3M |
| Godfrey Financial Associates, Inc. | 3.32% | Add +2.0% | 27,759 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Reduce -1.7% | 27,702 | $4.3M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -3.9% | 27,631 | $4.3M |
| My Personal CFO, LLC | 1.68% | Add +1.0% | 27,546 | $4.3M |
| Summit Wealth Partners, LLC | 0.61% | Reduce -2.4% | 27,511 | $4.3M |
| One Wealth Advisors, LLC | 0.47% | No change | 27,372 | $4.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -72.4% | 27,268 | $4.3M |
| Graves Light Lenhart Wealth, Inc. | 0.40% | Reduce -2.3% | 27,245 | $4.3M |
| AlphaCore Capital LLC | 0.08% | Reduce -7.6% | 27,079 | $4.2M |
| Waverly Advisors, LLC | 0.02% | Add +29.7% | 26,940 | $4.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +2.8% | 26,811 | $4.2M |
| Florin Court Capital LLP | 6.82% | Reduce -3.6% | 26,700 | $4.2M |
| Private Capital Management, LLC | 0.38% | Add +0.8% | 26,593 | $4.2M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +20.6% | 26,312 | $4.1M |
| Pinnacle Family Advisors, LLC | 1.72% | Reduce -1.3% | 26,246 | $4.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.1% | 26,018 | $4.1M |
| Capital Analysts, LLC | 0.09% | Reduce -1.0% | 25,997 | $4.1M |
| PKS Advisory Services, LLC | 0.64% | Reduce -4.2% | 25,711 | $4.0M |
| Snowden Capital Advisors LLC | 0.10% | Add +7.3% | 25,696 | $4.0M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -16.4% | 25,192 | $3.9M |
| Inman Jager Wealth Management, LLC | 2.09% | Add +0.3% | 25,163 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +24.6% | 25,100 | $3.9M |
| Monetary Management Group Inc. | 0.80% | Add +17.9% | 25,050 | $3.9M |
| Argent Advisors, Inc. | 0.98% | Add +0.2% | 24,974 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +12.1% | 24,893 | $3.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +46.8% | 24,618 | $3.8M |
| Valeo Financial Advisors, LLC | 0.08% | Add +0.6% | 24,347 | $3.8M |
| Guidance Point Advisors, LLC | 0.82% | Add +0.2% | 24,247 | $3.8M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -2.2% | 24,201 | $3.8M |
| MidFirst Bank | 0.26% | No change | 23,664 | $3.7M |
| Sonata Capital Group Inc. | 1.18% | Add +0.1% | 23,442 | $3.7M |
| Haverford Trust Co | 0.03% | Add +28.9% | 23,417 | $3.7M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -19.9% | 23,412 | $3.7M |
| Chicago Partners Investment Group LLC | 0.07% | Add +3.0% | 22,660 | $3.6M |
| CMG Global Holdings, LLC | 1.54% | Add +1.5% | 23,303 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -9.4% | 23,291 | $3.6M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -0.3% | 23,241 | $3.6M |
| Operose Advisors LLC | 0.70% | Add +0.8% | 23,216 | $3.6M |
| Wedbush Securities Inc. | 0.09% | Add +57.3% | 23,112 | $3.6M |
| Natixis Advisors, LLC | 0.00% | Add +19.9% | 22,545 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Add +3.6% | 22,162 | $3.5M |
| Ieq Capital, LLC | 0.02% | Reduce -4.3% | 22,102 | $3.5M |
| Wolff Wiese Magana LLC | 1.58% | Reduce -0.6% | 22,000 | $3.4M |
| High Net Worth Advisory Group LLC | 0.73% | Add +0.0% | 21,925 | $3.4M |
| Essex Financial Services, Inc. | 0.17% | Add +0.0% | 21,912 | $3.4M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -1.3% | 21,473 | $3.4M |
| HBK Sorce Advisory LLC | 0.07% | Reduce -2.2% | 20,620 | $3.3M |
| Narwhal Capital Management | 0.23% | Add +0.1% | 21,008 | $3.3M |
| Kapstone Financial Advisors LLC | 1.37% | Reduce -0.9% | 20,948 | $3.3M |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 1.11% | — | 20,674 | $3.2M |
| Sigma Planning Corp | 0.08% | Reduce -5.1% | 20,580 | $3.2M |
| Howland Capital Management LLC | 0.11% | Add +12.6% | 20,089 | $3.1M |
| Crescent Grove Advisors, LLC | 0.27% | Add +1.0% | 20,085 | $3.1M |
| Mosaic Family Wealth Partners, LLC | 0.21% | Add +9.9% | 20,074 | $3.1M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -5.1% | 19,888 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +138.2% | 19,769 | $3.1M |
| Joel Isaacson & Co., LLC | 0.09% | Reduce -8.5% | 19,601 | $3.1M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -5.6% | 19,587 | $3.1M |
| PW Nova Financial Services LLC | 0.65% | Add +0.4% | 19,448 | $3.0M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -0.3% | 19,247 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +16.2% | 19,151 | $3.0M |
| TD Waterhouse Canada Inc. | 0.01% | Add +29.2% | 19,056 | $3.0M |
| Hazlett, Burt & Watson, Inc. | 0.79% | Reduce -2.3% | 19,130 | $3.0M |
| Whittier Trust Co. of Nevada Inc. | 0.06% | Add +1.3% | 18,525 | $3.0M |
| American Wealth Advisors, LLC | 2.77% | Add +4.7% | 18,905 | $3.0M |
| Corundum Trust Company, INC | 7.86% | Reduce -0.2% | 18,840 | $2.9M |
| Winthrop Partners - WNY, LLC | 1.45% | Add +2.0% | 18,712 | $2.9M |
| Hancock Whitney Corp. | 0.05% | Reduce -40.3% | 18,664 | $2.9M |
| Webster Bank, N. A. | 0.25% | Reduce -2.1% | 18,620 | $2.9M |
| World Investment Advisors | 0.05% | Reduce -5.8% | 19,140 | $2.9M |
| Cypress Wealth Services, LLC | 0.36% | Reduce -1.1% | 18,526 | $2.9M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -3.5% | 18,507 | $2.9M |
| Csenge Advisory Group | 0.12% | Reduce -1.1% | 18,493 | $2.9M |
| Axxcess Wealth Management, LLC | 0.05% | New | 18,448 | $2.9M |
| Savant Capital, LLC | 0.01% | Add +43.6% | 18,086 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.1% | 18,179 | $2.8M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.2% | 18,151 | $2.8M |
| Sowell Financial Services LLC | 0.09% | Add +6.5% | 18,027 | $2.8M |
| Smith Shellnut Wilson LLC | 1.04% | No change | 17,677 | $2.8M |
| IFC Advisors LLC | 0.35% | No change | 17,673 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +3.3% | 17,387 | $2.7M |
| Zhang Financial LLC | 0.08% | Reduce -6.3% | 17,317 | $2.7M |
| Canandaigua National Bank & Trust Co. | 0.23% | — | 17,232 | $2.7M |
| Gotham Asset Management | 0.01% | No change | 17,116 | $2.7M |
| Midwest Trust Co | 0.03% | Reduce -6.6% | 17,101 | $2.7M |
| Franklin Street Advisors Inc. | 0.15% | No change | 17,000 | $2.7M |
| Caerus Investment Advisors, LLC | 0.89% | No change | 16,920 | $2.6M |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 17,381 | $2.6M |
| Park National Corp. | 0.07% | Reduce -1.9% | 16,672 | $2.6M |
| Trifecta Capital Advisors, LLC | 0.34% | No change | 16,660 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -0.5% | 16,651 | $2.6M |
| Sapient Capital LLC | 0.03% | Reduce -0.4% | 16,474 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 16,467 | $2.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -10.1% | 16,404 | $2.6M |
| Peregrine Asset Advisers, Inc. | 0.55% | Reduce -0.2% | 16,312 | $2.5M |
| Kaydan Wealth Management, Inc. | 0.77% | Add +0.2% | 16,230 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -20.2% | 16,229 | $2.5M |
| Stephens Inc. | 0.03% | Add +1.3% | 15,955 | $2.5M |
| Magnus Financial Group LLC | 0.18% | Add +0.8% | 15,951 | $2.5M |
| Wealth Care LLC | 2.01% | Reduce -0.7% | 15,910 | $2.5M |
| Eagle Strategies LLC | 0.25% | Add +24.3% | 15,831 | $2.5M |
| City Holding Co. | 0.28% | Reduce -10.7% | 15,792 | $2.5M |
| Asset Management Group, Inc. | 0.36% | Add +0.7% | 15,755 | $2.5M |
| New South Capital Management Inc. | 0.11% | No change | 15,680 | $2.5M |
| Perigon Wealth Management, LLC | 0.04% | Add +20.4% | 15,652 | $2.4M |
| Granite FO LLC | 1.29% | Reduce -32.9% | 15,587 | $2.4M |
| Independence Bank of Kentucky | 0.27% | No change | 15,570 | $2.4M |
| WealthBridge Capital Management, LLC | 0.48% | Add +0.2% | 15,480 | $2.4M |
| Stonebridge Financial Group, LLC | 0.33% | — | 15,387 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.9% | 15,366 | $2.4M |
| Salem Investment Counselors Inc. | 0.06% | No change | 15,253 | $2.4M |
| Astoria Portfolio Advisors LLC. | 0.40% | Add +20.4% | 15,089 | $2.4M |
| Eldridge Investment Advisors, Inc. | 0.46% | Add +0.0% | 14,974 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +8.8% | 14,950 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +732.6% | 14,946 | $2.3M |
| Atlas Legacy Advisors, LLC | 0.35% | Add +50.1% | 14,936 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.4% | 14,745 | $2.3M |
| Cascade Financial Partners, LLC | 0.20% | No change | 14,670 | $2.3M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -2.3% | 14,643 | $2.3M |
| Peoples Bank | 2.22% | Reduce -0.3% | 14,600 | $2.3M |
| David J Yvars Group | 1.12% | Add +6.0% | 14,515 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.11% | Reduce -6.6% | 14,458 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -20.2% | 14,428 | $2.3M |
| Smith, Moore & Co. | 0.15% | Add +30.3% | 14,343 | $2.2M |
| Global Retirement Partners, LLC | 0.03% | — | 14,343 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +6.5% | 14,338 | $2.2M |
| Bensler, LLC | 0.20% | Reduce -1.5% | 14,336 | $2.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.2% | 14,319 | $2.2M |
| Laurel Wealth Advisors LLC | 0.22% | No change | 14,288 | $2.2M |
| Aberdeen Wealth Management LLC | 1.07% | Reduce -1.1% | 14,260 | $2.2M |
| Evercore Wealth Management, LLC | 0.03% | Add +0.5% | 14,228 | $2.2M |
| Cozad Asset Management Inc. | 0.14% | Reduce -3.7% | 14,193 | $2.2M |
| Simmons Bank | 0.13% | Add +13.9% | 14,169 | $2.2M |
| First Commonwealth Financial Corp | 0.31% | Reduce -1.3% | 14,145 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.8% | 14,118 | $2.2M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 14,028 | $2.2M |
| Private Capital Advisors, Inc. | 0.19% | No change | 13,975 | $2.2M |
| Park Avenue Securities LLC | 0.01% | Add +0.4% | 13,974 | $2.2M |
| Millennium Capital Advisors, LLC | 1.19% | Reduce -2.1% | 13,909 | $2.2M |
| First American Trust, FSB | 0.13% | Reduce -59.7% | 13,900 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +2.5% | 13,766 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +27.5% | 13,708 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +5.2% | 13,700 | $2.1M |
| Lanark Financial, Inc. | 0.15% | Add +0.7% | 13,700 | $2.1M |
| Mayflower Financial Advisors, LLC | 0.18% | Reduce -5.2% | 13,686 | $2.1M |
| Darden Wealth Group Inc | 0.84% | Reduce -2.7% | 13,570 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.57% | Add +0.1% | 13,500 | $2.1M |
| MSH Capital Advisors LLC | 0.37% | Add +0.2% | 13,451 | $2.1M |
| First Nebraska Trust Co | 0.17% | Add +11.5% | 13,407 | $2.1M |
| Pinnacle Bancorp, Inc. | 0.54% | No change | 13,382 | $2.1M |
| Johnson Financial Group, Inc. | 0.07% | Reduce -1.1% | 13,303 | $2.1M |
| Carbahal Olsen Financial Services Group, LLC | 1.44% | Add +1.1% | 13,271 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | Reduce -5.3% | 13,183 | $2.1M |
| NorthRock Partners, LLC | 0.03% | Reduce -10.9% | 13,141 | $2.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.6% | 13,129 | $2.1M |
| LOM Asset Management Ltd | 0.53% | Reduce -1.6% | 13,111 | $2.0M |
| Legacy Private Trust Co. | 0.11% | Reduce -0.6% | 13,084 | $2.0M |
| Harbor Investment Advisory, LLC | 0.14% | Reduce -0.5% | 12,972 | $2.0M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -10.0% | 12,929 | $2.0M |
| Cove Private Wealth, LLC | 0.39% | Add +22.9% | 12,927 | $2.0M |
| Advisortrust Partners, LLC | 0.69% | Add +1040.9% | 12,892 | $2.0M |
| Principal Securities, Inc. | 0.02% | Reduce -1.5% | 12,860 | $2.0M |
| Perryman Financial Advisory Inc. | 0.27% | Reduce -0.6% | 12,792 | $2.0M |
| Hicks Capital Management LLC | 1.63% | Add +2.3% | 12,710 | $2.0M |
| ADG Wealth Management Group, LLC | 1.26% | Add +3.5% | 12,655 | $2.0M |
| Oxbow Advisors, LLC | 0.16% | No change | 12,621 | $2.0M |
| Nwam LLC | 0.10% | Reduce -0.0% | 12,597 | $2.0M |
| Summit Financial, LLC | 0.02% | Add +13.9% | 12,486 | $2.0M |
| Curi Capital, LLC | 0.03% | Reduce -0.8% | 12,473 | $1.9M |
| Investment Advisory Group, LLC | 0.42% | Reduce -2.9% | 12,461 | $1.9M |
| Osborne Partners Capital Management, LLC | 0.11% | Reduce -1.1% | 12,429 | $1.9M |
| Traynor Capital Management, Inc. | 0.09% | Add +12.9% | 12,422 | $1.9M |
| Montis Financial, LLC | 0.40% | Add +14.1% | 12,375 | $1.9M |
| Tempus Wealth Planning, LLC | 0.38% | Reduce -5.8% | 12,300 | $1.9M |
| PFG Investments, LLC | 0.07% | Reduce -1.9% | 12,277 | $1.9M |
| NCM Capital Management, LLC | 0.59% | Add +0.1% | 12,274 | $1.9M |
| Brighton Jones LLC | 0.04% | Add +0.7% | 12,219 | $1.9M |
| International Assets Investment Management, LLC | 0.11% | Reduce -5.6% | 12,092 | $1.9M |
| Aptus Capital Advisors, LLC | 0.01% | Add +5.3% | 12,038 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -11.7% | 11,970 | $1.9M |
| Cypress Capital Group | 0.17% | Reduce -1.0% | 11,957 | $1.9M |
| Glen Eagle Advisors, LLC | 0.24% | Add +2.7% | 11,951 | $1.9M |
| CRA Financial Services, LLC | 0.21% | Add +2.2% | 11,913 | $1.9M |
| Carnegie Investment Counsel | 0.04% | Reduce -9.0% | 11,902 | $1.9M |
| Fidelis Capital Partners, LLC | 0.11% | Reduce -0.5% | 11,883 | $1.9M |
| Fiduciary Trust Co | 0.02% | No change | 11,846 | $1.9M |
| WASHINGTON TRUST Co | 0.06% | Reduce -15.6% | 11,786 | $1.8M |
| Caldwell Trust Co | 0.15% | Reduce -1.9% | 11,747 | $1.8M |
| Addison Capital Co | 0.30% | Add +3.2% | 11,734 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +5.2% | 11,674 | $1.8M |
| First Horizon Corp. | 0.07% | Add +0.3% | 11,639 | $1.8M |
| SVB Wealth LLC | 0.11% | Add +6.8% | 11,614 | $1.8M |
| Union Savings Bank | 0.73% | Add +1.0% | 11,598 | $1.8M |
| Berkshire Asset Management LLC | 0.07% | Reduce -1.6% | 11,563 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -0.3% | 11,490 | $1.8M |
| Pacific Point Advisors, LLC | 0.81% | No change | 11,383 | $1.8M |
| Gryphon Financial Partners LLC | 0.16% | Reduce -3.1% | 11,233 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.14% | Reduce -0.4% | 11,180 | $1.7M |
| JMG Financial Group, Ltd. | 0.04% | Reduce -1.1% | 11,056 | $1.7M |
| Bluespring Wealth Management, LLC | 0.03% | Add +432.3% | 10,971 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +0.5% | 10,901 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -6.6% | 10,888 | $1.7M |
| Asset Dedication, LLC | 0.11% | Reduce -3.8% | 10,874 | $1.7M |
| Patten & Patten Inc. | 0.09% | Reduce -0.2% | 10,823 | $1.7M |
| Trust Point Inc. | 0.14% | Add +9.1% | 10,809 | $1.7M |
| TMB Capital Partners, LLC | 0.53% | No change | 10,795 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -4.8% | 10,785 | $1.7M |
| Virtue Capital Management, LLC | 0.22% | Add +81.0% | 10,720 | $1.7M |
| Fox Hill Wealth Management | 0.67% | Add +1.0% | 10,715 | $1.7M |
| MainStreet Investment Advisors LLC | 0.23% | Add +14.3% | 10,710 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.29% | Add +0.2% | 10,686 | $1.7M |
| Verdence Capital Advisors LLC | 0.09% | Add +0.4% | 10,560 | $1.7M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -0.2% | 10,537 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 10,517 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.5% | 10,509 | $1.6M |
| CDKV Holdings LLC | 1.28% | Reduce -0.1% | 10,485 | $1.6M |
| Regal Investment Advisors LLC | 0.09% | Add +2.3% | 10,467 | $1.6M |
| Flagstar Securities, Inc. | 0.49% | Reduce -4.8% | 10,457 | $1.6M |
| XML Financial, LLC | 0.12% | Add +3.8% | 10,439 | $1.6M |
| Richwood Investment Advisors, LLC | 1.15% | Reduce -1.3% | 10,427 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -8.8% | 10,400 | $1.6M |
| Nest Investments, LLC | 1.23% | Add +3.9% | 10,370 | $1.6M |
| Sound Income Strategies, LLC | 0.07% | Reduce -6.7% | 10,345 | $1.6M |
| Precedent Wealth Partners, LLC | 0.27% | No change | 10,321 | $1.6M |
| Asset Allocation & Management Company, LLC | 0.53% | No change | 10,273 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -2.4% | 10,247 | $1.6M |
| Romano Brothers and Company | 0.16% | No change | 10,231 | $1.6M |
| Tyche Wealth Partners LLC | 0.22% | Reduce -2.5% | 10,158 | $1.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Add +8.8% | 10,115 | $1.6M |
| Keel Point, LLC | 0.09% | Add +0.3% | 10,073 | $1.6M |
| Apollon Financial, LLC | 0.19% | Add +37.2% | 10,029 | $1.6M |
| Prepared Retirement Institute LLC | 0.67% | Add +19.4% | 9,995 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Add +3.4% | 9,975 | $1.6M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -1.3% | 9,932 | $1.6M |
| Challenger Wealth Management | 1.14% | Add +0.3% | 9,918 | $1.6M |
| Farmers National Bank | 0.32% | Reduce -1.7% | 9,913 | $1.5M |
| Viewpoint Capital Management LLC | 0.79% | Reduce -7.0% | 9,906 | $1.5M |
| Planned Solutions, Inc. | 0.44% | Add +1.4% | 9,863 | $1.5M |
| Woodmont Investment Counsel LLC | 0.08% | No change | 9,809 | $1.5M |
| Whittier Trust Co. | 0.01% | Reduce -5.6% | 9,583 | $1.5M |
| Koshinski Asset Management, Inc. | 0.08% | Add +10.0% | 9,707 | $1.5M |
| Founders Financial Securities LLC | 0.08% | Reduce -2.5% | 9,667 | $1.5M |
| Squire Investment Management Company, LLC | 0.36% | Add +9.6% | 9,666 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -8.0% | 9,659 | $1.5M |
| SouthState Bank Corp | 0.06% | Add +120.6% | 9,630 | $1.5M |
| Venture Visionary Partners LLC | 0.04% | Reduce -7.4% | 9,603 | $1.5M |
| waypoint wealth counsel | 0.94% | Add +0.2% | 9,573 | $1.5M |
| IMA Advisory Services, Inc. | 0.09% | Add +3726.0% | 9,565 | $1.5M |
| Retirement Planning Co of New England, Inc. | 0.54% | Add +0.0% | 9,538 | $1.5M |
| Tempo Wealth, LLC | 0.22% | Reduce -9.1% | 9,519 | $1.5M |
| Plancorp, LLC | 0.04% | Reduce -54.2% | 9,233 | $1.5M |
| HM Payson & Co. | 0.02% | No change | 9,462 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Add +0.2% | 9,460 | $1.5M |
| Occidental Asset Management, LLC | 0.15% | No change | 9,395 | $1.5M |
| Savvy Advisors, Inc. | 0.03% | Add +8.1% | 9,374 | $1.5M |
| Flagship Wealth Advisors, LLC | 0.33% | Add +11.5% | 9,326 | $1.5M |
| Invenio Wealth Partners LLC | 0.52% | Reduce -0.5% | 9,325 | $1.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +0.3% | 9,306 | $1.5M |
| Embree Financial Group | 0.14% | Add +4.3% | 9,262 | $1.4M |
| WBH Advisory Inc. | 0.10% | Reduce -9.0% | 9,239 | $1.4M |
| Snowwater Investment Partners, LLC | 1.00% | Reduce -0.4% | 9,220 | $1.4M |
| Asset Advisory Group, Inc. | 0.63% | Add +0.3% | 9,194 | $1.4M |
| Freedom Financial Partners LLC | 0.46% | Add +1.5% | 9,094 | $1.4M |
| Platform Technology Partners | 0.23% | Add +5.8% | 9,071 | $1.4M |
| Guardian Wealth Advisors, LLC / NC | 0.08% | Add +11.5% | 9,070 | $1.4M |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -1.8% | 9,067 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.21% | No change | 9,064 | $1.4M |
| Dakota Wealth Management | 0.03% | Reduce -2.8% | 9,051 | $1.4M |
| GreatBanc Trust CO | 0.88% | No change | 9,035 | $1.4M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -2.1% | 9,002 | $1.4M |
| Rockbridge Investment Management, LCC | 0.11% | No change | 8,969 | $1.4M |
| Relyea Zuckerberg Hanson LLC | 0.12% | New | 8,936 | $1.4M |
| Titleist Asset Management, LLC | 0.09% | Add +0.8% | 8,916 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -1.4% | 8,903 | $1.4M |
| Wolff Financial Management LLC | 0.28% | Add +0.1% | 8,887 | $1.4M |
| Welch & Forbes LLC | 0.02% | Reduce -6.3% | 8,855 | $1.4M |
| Rehmann Capital Advisory Group | 0.06% | Add +2.5% | 8,789 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.14% | No change | 8,759 | $1.4M |
| Winthrop Advisory Group LLC | 0.09% | Add +0.1% | 8,758 | $1.4M |
| BIP Wealth, LLC | 0.04% | Add +105.7% | 8,735 | $1.4M |
| VAUGHAN & Co SECURITIES, INC. | 0.63% | Reduce -1.7% | 8,692 | $1.4M |
| Infinity Wealth Counsel, LLC | 1.10% | No change | 8,680 | $1.4M |
| Providence First Trust Co | 0.38% | Reduce -56.6% | 8,666 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -29.2% | 8,570 | $1.3M |
| ARS Investment Partners, LLC | 0.06% | No change | 8,511 | $1.3M |
| Blodgett Wealth Advisors, LLC | 0.88% | Add +12.3% | 8,440 | $1.3M |
| Keudell/Morrison Wealth Management | 0.25% | Add +0.1% | 8,437 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.3% | 8,403 | $1.3M |
| Weinberger Asset Management, Inc | 0.42% | Reduce -33.3% | 8,096 | $1.3M |
| First National Trust Co | 0.04% | Add +0.7% | 8,301 | $1.3M |
| Chatham Capital Group, Inc. | 0.17% | No change | 8,298 | $1.3M |
| Davidson Trust Co. | 0.50% | No change | 8,281 | $1.3M |
| Independent Wealth Network Inc. | 0.33% | Add +0.0% | 8,271 | $1.3M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -3.2% | 8,246 | $1.3M |
| Old North State Trust, LLC | 0.66% | No change | 8,228 | $1.3M |
| Beacon Financial Advisory LLC | 0.25% | Add +3.7% | 8,203 | $1.3M |
| Huntington National Bank | 0.01% | Reduce -4.3% | 8,201 | $1.3M |
| Bar Harbor Wealth Management | 0.07% | Reduce -0.2% | 8,181 | $1.3M |
| Mgo One Seven LLC | 0.02% | Reduce -1.5% | 8,168 | $1.3M |
| Continuum Advisory, LLC | 0.10% | Reduce -8.8% | 8,168 | $1.3M |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -1.3% | 8,164 | $1.3M |
| James Investment Research, Inc. | 0.13% | Add +18.1% | 8,143 | $1.3M |
| Kanawha Capital Management LLC | 0.08% | Reduce -2.0% | 8,087 | $1.3M |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Reduce -4.7% | 8,039 | $1.3M |
| Old Mission Investment Co LLC | 0.26% | No change | 8,022 | $1.3M |
| Three Bearings Fiduciary Advisors, Inc. | 1.12% | Reduce -7.0% | 8,019 | $1.3M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -0.3% | 8,014 | $1.3M |
| Dodds Wealth, LLC | 0.28% | Add +1.0% | 8,001 | $1.3M |
| Private Trust Co. NA | 0.10% | Reduce -10.5% | 7,987 | $1.2M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -5.8% | 7,971 | $1.2M |
| Able Wealth Management LLC | 0.29% | Add +19.3% | 7,968 | $1.2M |
| Chapin Davis, Inc. | 0.22% | No change | 7,962 | $1.2M |
| Alterna Wealth Management, Inc. | 0.71% | No change | 7,957 | $1.2M |
| Caprock Group, LLC | 0.02% | Add +38.3% | 7,852 | $1.2M |
| Legacy Trust | 0.22% | No change | 7,835 | $1.2M |
| O'ROURKE & COMPANY, Inc | 0.43% | Reduce -2.3% | 7,830 | $1.2M |
| Eastern Bank | 0.02% | Reduce -9.3% | 7,824 | $1.2M |
| SCS Capital Management LLC | 0.01% | Reduce -10.6% | 7,811 | $1.2M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -3.7% | 7,808 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.1% | 7,715 | $1.2M |
| Thayer Partners, LLC / MA | 0.50% | Reduce -7.2% | 7,803 | $1.2M |
| Gould Asset Management LLC | 0.19% | Reduce -1.5% | 7,788 | $1.2M |
| Capital Asset Advisory Services LLC | 0.04% | Add +2.6% | 7,788 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Add +13.7% | 7,777 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +12.6% | 7,769 | $1.2M |
| Archer Investment Corp | 0.23% | Add +0.0% | 7,758 | $1.2M |
| CVA Family Office, LLC | 0.11% | Add +0.2% | 7,752 | $1.2M |
| Accredited Investors Inc. | 0.05% | No change | 7,719 | $1.2M |
| Compound Planning, Inc. | 0.03% | Add +5.7% | 7,716 | $1.2M |
| S&A Financial Services, Inc. | 0.73% | Add +26.3% | 7,647 | $1.2M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +22.4% | 7,576 | $1.2M |
| Stonebridge Capital Advisors LLC | 0.08% | Reduce -0.1% | 7,575 | $1.2M |
| Next Level Private LLC | 0.23% | Reduce -0.2% | 7,572 | $1.2M |
| Argyle Capital Partners, LLC | 0.74% | No change | 7,534 | $1.2M |
| Sentinel Advisory Group, LLC | 0.48% | Reduce -0.6% | 7,521 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.4% | 7,506 | $1.2M |
| Islay Capital Management, LLC | 0.55% | Add +0.4% | 7,498 | $1.2M |
| Greenleaf Trust | 0.01% | Add +41.2% | 7,449 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.5% | 7,436 | $1.2M |
| CENTRAL TRUST Co | 0.02% | No change | 7,336 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Add +10.2% | 7,299 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +5.7% | 7,294 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | No change | 7,220 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.07% | No change | 7,205 | $1.1M |
| Apella Capital, LLC | 0.02% | Reduce -9.3% | 7,000 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -3.5% | 7,130 | $1.1M |
| Code Waechter LLC | 0.58% | No change | 7,120 | $1.1M |
| Guerra Pan Advisors, LLC | 0.62% | No change | 7,058 | $1.1M |
| MKT Advisors LLC | 0.34% | Reduce -4.0% | 6,898 | $1.1M |
| First National Bank of Omaha | 0.03% | No change | 6,980 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 7,043 | $1.1M |
| Intrust Bank NA | 0.08% | No change | 7,013 | $1.1M |
| Resonant Capital Advisors, LLC | 0.05% | No change | 7,000 | $1.1M |
| Pathway Financial Advisers, LLC | 0.27% | Reduce -2.0% | 6,951 | $1.1M |
| Vision Retirement, LLC | 0.26% | Reduce -0.3% | 6,928 | $1.1M |
| Helium Advisors LLC | 0.90% | Add +0.6% | 6,892 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 6,843 | $1.1M |
| River Wealth Advisors LLC | 0.11% | No change | 6,835 | $1.1M |
| Sheets Smith Wealth Management | 0.11% | Reduce -3.8% | 6,816 | $1.1M |
| Security National Bank of So Dak | 0.49% | Reduce -4.6% | 6,754 | $1.1M |
| Atlas Private Wealth Advisors | 0.23% | Reduce -1.7% | 6,649 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.39% | No change | 6,626 | $1.0M |
| Churchill Financial Advisors, LLC | 0.20% | No change | 6,618 | $1.0M |
| WealthTrust Axiom LLC | 0.23% | No change | 6,575 | $1.0M |
| GoalVest Advisory LLC | 0.19% | Add +27.6% | 6,573 | $1.0M |
| Colter Lewis Investment Partners LLC | 0.45% | No change | 6,530 | $1.0M |
| Stronghold Wealth Management L.L.C. | 1.36% | Reduce -3.6% | 6,522 | $1.0M |
| Florida Trust Wealth Management Co | 0.03% | Add +2.2% | 6,519 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -2.0% | 6,493 | $1.0M |
| Sageworth Trust Co | 0.04% | No change | 6,485 | $1.0M |
| Greenwood Capital Associates LLC | 0.10% | Reduce -15.6% | 6,483 | $1.0M |
| Indiana Trust & Investment Management Co | 0.28% | No change | 6,449 | $1.0M |
| Versant Capital Management, Inc | 0.09% | No change | 6,448 | $1.0M |
| Trust Co. of Vermont | 0.04% | — | 6,416 | $1.0M |
| Roman Butler Fullerton & Co. | 0.24% | Add +0.1% | 6,217 | $998K |
| Strait & Sound Wealth Management LLC | 0.35% | Reduce -0.2% | 6,361 | $994K |
| Kintra Wealth, LLC | 0.05% | Reduce -3.4% | 6,019 | $992K |
| Ameriflex Group, Inc. | 0.40% | Add +1.5% | 6,295 | $984K |
| Reality Financial Planning Services, LLC | 0.95% | No change | 6,294 | $984K |
| IHT Wealth Management, LLC | 0.02% | Reduce -9.8% | 6,260 | $978K |
| Aspiriant, LLC | 0.02% | Add +0.1% | 6,259 | $978K |
| Thomasville National Bank | 0.05% | — | 6,258 | $978K |
| Moors & Cabot, Inc. | 0.04% | Reduce -3.4% | 6,233 | $974K |
| W Advisors, LLC | 0.44% | No change | 6,207 | $970K |
| Citizens National Bank Trust Department | 0.14% | Reduce -3.4% | 6,205 | $970K |
| Dale Q Rice Investment Management Ltd | 0.52% | Reduce -1.0% | 6,193 | $968K |
| Evanson Financial, LLC | 0.05% | — | 6,192 | $968K |
| Appleton Partners Inc. | 0.06% | No change | 6,184 | $967K |
| Warner Financial, Inc. | 0.28% | Add +0.2% | 6,184 | $967K |
| BHK Investment Advisors, LLC | 0.29% | Add +0.0% | 6,167 | $964K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -63.2% | 6,151 | $962K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | No change | 6,129 | $958K |
| Wealth Dimensions Group, Ltd. | 0.17% | Reduce -1.6% | 6,123 | $957K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.20% | Reduce -0.3% | 6,095 | $953K |
| Avior Wealth Management, LLC | 0.03% | Add +3.0% | 6,082 | $951K |
| Harpswell Capital Advisors, LLC | 0.60% | No change | 6,000 | $938K |
| DT Investment Partners, LLC | 0.07% | No change | 6,000 | $938K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -3.2% | 5,924 | $926K |
| Cornerstone Wealth Group, LLC | 0.06% | No change | 5,920 | $925K |
| First Citizens Financial Corp | 0.39% | Reduce -0.1% | 5,901 | $922K |
| Jupiter Wealth Management LLC | 0.37% | Reduce -9.2% | 5,900 | $922K |
| Capital Advantage, Inc. | 0.11% | Reduce -4.5% | 5,879 | $919K |
| Krilogy Financial LLC | 0.03% | Reduce -0.7% | 5,863 | $916K |
| Gerald Baker Financial Group LLC | 0.26% | Add +5.0% | 5,847 | $914K |
| Brookstone Capital Management | 0.01% | Add +16.4% | 5,837 | $912K |
| TFC Financial Management, Inc. | 0.10% | Add +0.5% | 5,824 | $910K |
| Journey Advisory Group, LLC | 0.07% | Reduce -9.6% | 5,823 | $910K |
| M1 Capital Management LLC | 0.34% | Add +0.5% | 5,818 | $909K |
| Trace Wealth Advisors, LLC | 0.59% | No change | 5,804 | $907K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,795 | $906K |
| Retirement Planning Group, LLC | 0.02% | Reduce -5.8% | 5,793 | $905K |
| Park Place Capital Corp | 0.14% | Reduce -9.9% | 5,787 | $905K |
| Calamos Wealth Management LLC | 0.03% | Add +125.0% | 5,698 | $891K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,686 | $889K |
| ASL Financial, LLC | 0.62% | Reduce -0.7% | 5,676 | $887K |
| Urban Wealth Management, LLC | 0.77% | Reduce -1.2% | 5,673 | $887K |
| Marietta Investment Partners LLC | 0.15% | No change | 5,600 | $875K |
| Marco Investment Management LLC | 0.06% | No change | 5,591 | $874K |
| Alley Investment Management Company, LLC | 0.10% | Reduce -1.8% | 5,579 | $872K |
| Fagan Associates, Inc. | 0.11% | Reduce -8.6% | 5,579 | $872K |
| Dupree Financial Group, LLC | 0.33% | Reduce -0.3% | 5,573 | $871K |
| Powers Advisory Group, LLC | 0.27% | Add +22.1% | 5,548 | $867K |
| Quadcap Wealth Management, LLC | 0.08% | Add +2.2% | 5,537 | $865K |
| Naples Global Advisors, LLC | 0.05% | Add +5.4% | 5,535 | $865K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +3.3% | 5,459 | $862K |
| Choate Investment Advisors | 0.02% | No change | 5,490 | $858K |
| KDK Private Wealth Management, LLC | 0.71% | Add +127.3% | 5,454 | $852K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,448 | $852K |
| Cabana LLC | 6.41% | Reduce -5.7% | 5,443 | $851K |
| GAMCO Investors | 0.01% | Reduce -66.9% | 5,400 | $844K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.1% | 5,396 | $843K |
| Welch Group, LLC | 0.03% | Add +14.3% | 5,332 | $833K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.1% | 5,331 | $833K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.5% | 5,102 | $832K |
| Realta Investment Advisors | 0.26% | Add +23.0% | 5,297 | $828K |
| Clear Harbor Asset Management, LLC | 0.05% | No change | 5,270 | $824K |
| Marquette Associates, Inc. | 0.60% | New | 5,243 | $819K |
| Wellington-Altus USA Inc. | 0.58% | No change | 5,400 | $818K |
| Dearborn Partners LLC | 0.05% | Reduce -4.8% | 5,211 | $814K |
| TCP Asset Management, LLC | 0.09% | Add +0.1% | 5,199 | $813K |
| WJ Financial Advisors LLC | 0.60% | No change | 5,188 | $811K |
| First Manhattan Co. Llc. | 0.00% | No change | 5,180 | $810K |
| Sculati Wealth Management, LLC | 0.27% | No change | 4,999 | $809K |
| CoreCap Advisors, LLC | 0.02% | Add +3.3% | 5,146 | $804K |
| Flywheel Private Wealth LLC | 0.40% | No change | 5,144 | $804K |
| Centaurus Financial, Inc. | 0.03% | Add +18.3% | 5,135 | $803K |
| Gentry Private Wealth, LLC | 0.41% | No change | 5,115 | $799K |
| Aspen Grove Capital, LLC | 0.11% | Add +0.8% | 5,105 | $798K |
| WealthPLAN Partners, LLC | 0.15% | Add +0.0% | 5,098 | $797K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -28.1% | 5,083 | $794K |
| Montecito Bank & Trust | 0.12% | Reduce -9.3% | 5,052 | $790K |
| Fusion Family Wealth, LLC | 0.05% | Add +0.1% | 5,037 | $787K |
| North Forty Two & Co. | 0.66% | Add +2.0% | 5,002 | $782K |
| Kingsview Wealth Management, LLC | 0.01% | Add +11.6% | 5,002 | $782K |
| 55 North Private Wealth, LLC | 0.15% | No change | 5,000 | $782K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.1% | 4,997 | $781K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.2% | 4,982 | $779K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -1.0% | 4,965 | $776K |
| Tompkins Financial Corp. | 0.05% | Reduce -0.1% | 4,955 | $774K |
| Nuveen, LLC | 0.00% | New | 4,954 | $774K |
| Ignite Planners, LLC | 0.11% | Reduce -2.1% | 4,924 | $770K |
| Diversified Trust Co. | 0.01% | Reduce -13.0% | 4,906 | $767K |
| Vise Technologies, Inc. | 0.01% | New | 4,903 | $766K |
| CapWealth Advisors, LLC | 0.06% | Reduce -0.0% | 4,894 | $765K |
| Ellsworth Advisors, LLC | 0.13% | Reduce -2.2% | 4,781 | $763K |
| Bedel Financial Consulting, Inc. | 0.07% | No change | 4,851 | $758K |
| Waldron Private Wealth LLC | 0.03% | No change | 4,845 | $757K |
| Invested Advisors | 0.67% | Add +0.5% | 4,838 | $756K |
| Mayport, LLC | 0.12% | Add +0.1% | 4,774 | $746K |
| Greenfield Savings Bank | 0.28% | Reduce -2.0% | 4,745 | $742K |
| Maridea Wealth Management LLC | 0.08% | New | 4,728 | $739K |
| Edge Wealth Management LLC | 0.12% | Reduce -46.0% | 4,701 | $735K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Reduce -2.6% | 4,701 | $735K |
| Global Trust Asset Management, LLC | 0.23% | Reduce -25.4% | 4,700 | $735K |
| Weatherly Asset Management L. P. | 0.05% | No change | 4,695 | $734K |
| Rik Saylor Financial, Inc. | 0.49% | Reduce -3.7% | 4,695 | $734K |
| Carl P. Sherr & Co., LLC | 0.31% | Add +36.7% | 4,691 | $733K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +8.7% | 4,651 | $727K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,630 | $724K |
| Venturi Wealth Management, LLC | 0.03% | Add +6.4% | 4,621 | $722K |
| Portland Global Advisors LLC | 0.07% | No change | 4,600 | $719K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.97% | No change | 4,545 | $710K |
| Leavell Investment Management, Inc. | 0.03% | No change | 4,526 | $707K |
| Evermay Wealth Management LLC | 0.07% | Reduce -3.9% | 4,493 | $702K |
| STAR Financial Bank | 0.28% | No change | 4,457 | $697K |
| Compass Ion Advisors, LLC | 0.06% | No change | 4,456 | $696K |
| Fonville Wealth Management LLC | 0.11% | Add +1.7% | 4,436 | $693K |
| Summit Financial Strategies, Inc. | 0.05% | Add +0.9% | 4,430 | $692K |
| Signaturefd, LLC | 0.01% | Reduce -4.2% | 4,423 | $691K |
| Keystone Wealth Services, LLC | 0.13% | Add +0.0% | 4,421 | $691K |
| Catalyst Financial Partners LLC | 0.07% | No change | 4,389 | $686K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 4,377 | $684K |
| SageGuard Financial Group, LLC | 0.10% | Reduce -14.2% | 4,362 | $682K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +8.5% | 4,349 | $680K |
| Sterling Wealth Management, Inc. | 0.17% | Add +121.5% | 4,344 | $679K |
| Shrier Wealth Management, LLC | 0.23% | Reduce -4.3% | 4,323 | $676K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +31.6% | 4,306 | $673K |
| Ocean Park Asset Management, LLC | 0.03% | Add +2.0% | 4,243 | $663K |
| SkyOak Wealth, LLC | 0.11% | Reduce -2.3% | 4,234 | $662K |
| Quest 10 Wealth Builders, Inc. | 0.51% | Reduce -1.9% | 4,231 | $661K |
| Bellevue Asset Management, LLC | 0.30% | Add +0.4% | 4,209 | $658K |
| Regatta Capital Group, LLC | 0.09% | Add +0.5% | 4,198 | $656K |
| Fiduciary Group, LLC | 0.05% | Reduce -0.2% | 4,189 | $655K |
| Mascoma Wealth Management LLC | 0.12% | Reduce -7.6% | 4,184 | $654K |
| Barrett & Company, Inc. | 0.18% | Add +2.0% | 4,181 | $653K |
| Juncture Wealth Strategies, LLC | 0.17% | Reduce -13.0% | 4,081 | $638K |
| Triangle Securities Wealth Management | 0.13% | No change | 4,080 | $638K |
| Hyposwiss Advisors SA | 0.60% | No change | 4,075 | $637K |
| United Community Bank | 0.20% | Reduce -5.8% | 4,060 | $635K |
| Lakeridge Wealth Management LLC | 0.23% | Reduce -3.3% | 4,058 | $634K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -38.1% | 4,053 | $633K |
| Arthur M. Cohen & Associates, LLC | 0.10% | Add +0.5% | 4,045 | $632K |
| Nilsine Partners, LLC | 0.04% | Reduce -5.8% | 4,039 | $631K |
| Spire Wealth Management | 0.02% | Reduce -11.4% | 4,039 | $631K |
| Advisors Capital Management, LLC | 0.01% | Add +112.5% | 4,037 | $631K |
| Ledyard National Bank | 0.05% | Reduce -5.9% | 4,009 | $627K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.2% | 4,006 | $626K |
| Xcelsior Advisor Partners LLC | 0.08% | Reduce -0.6% | 3,993 | $624K |
| Integris Wealth Management, LLC | 0.13% | Reduce -0.3% | 3,987 | $623K |
| Costello Asset Management, INC | 0.19% | Reduce -0.3% | 3,984 | $623K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | New | 3,979 | $622K |
| Bouvel Investment Partners, LLC | 0.14% | Add +11.5% | 3,966 | $620K |
| Navigation Group, LLC | 0.12% | Reduce -3.7% | 3,965 | $620K |
| Alerus Financial NA | 0.03% | Reduce -19.9% | 3,962 | $619K |
| LexAurum Advisors, LLC | 0.07% | Add +4.9% | 3,962 | $619K |
| Strategic Blueprint, LLC | 0.03% | Add +133.2% | 3,952 | $618K |
| Ascent Group, LLC | 0.02% | Reduce -8.4% | 3,946 | $617K |
| Selective Wealth Management, Inc. | 0.16% | Reduce -12.0% | 3,803 | $615K |
| Fiducient Advisors LLC | 0.09% | Reduce -54.3% | 3,896 | $609K |
| Samalin Investment Counsel, LLC | 0.19% | Add +0.6% | 3,840 | $600K |
| Neumann Capital Management, LLC | 0.39% | No change | 3,819 | $597K |
| Trilogy Capital Inc. | 0.02% | Add +2.5% | 3,782 | $591K |
| Breakwater Capital Group | 0.07% | Reduce -0.1% | 3,777 | $590K |
| Pps&v Asset Management Consultants, Inc. | 0.32% | No change | 3,774 | $590K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.0% | 3,765 | $589K |
| Angeles Wealth Management, LLC | 0.03% | Add +92.1% | 3,723 | $582K |
| West Paces Advisors Inc. | 0.10% | No change | 3,714 | $580K |
| Hoese & Co LLP | 0.38% | No change | 3,695 | $578K |
| Coppell Advisory Solutions LLC | 0.05% | New | 8 | $577K |
| Purkiss Capital Advisors LLC | 0.22% | Add +3.8% | 3,683 | $576K |
| NBH Bank | 0.24% | — | 3,675 | $574K |
| Alpine Bank Wealth Management | 0.07% | No change | 3,641 | $569K |
| Bull Street Advisors, LLC | 0.26% | No change | 3,625 | $567K |
| Logan Stone Capital, LLC | 0.12% | New | 3,626 | $567K |
| Nvwm, LLC | 0.11% | Reduce -5.8% | 3,613 | $565K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -0.0% | 3,605 | $563K |
| Steinberganna Wealth Management | 0.23% | Reduce -1.1% | 3,604 | $563K |
| Rogco, LP | 0.17% | No change | 3,590 | $561K |
| IRON Financial LLC | 0.23% | Reduce -10.1% | 3,564 | $557K |
| Schnieders Capital Management, Llc. | 0.07% | No change | 3,551 | $555K |
| Worth Financial Advisory Group, LLC | 0.23% | New | 3,550 | $555K |
| Cambridge Advisors Inc. | 0.10% | Add +0.4% | 3,538 | $553K |
| COFG Advisors, LLC | 0.10% | New | 3,536 | $553K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -2.5% | 3,534 | $552K |
| Investment Partners, LTD. | 0.17% | Add +0.9% | 3,510 | $549K |
| Hexagon Capital Partners LLC | 0.08% | No change | 3,504 | $548K |
| Bank of New Hampshire | 0.11% | No change | 3,500 | $547K |
| truNorth Financial Services, Inc. | 0.49% | No change | 3,470 | $542K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 3,426 | $535K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -3.7% | 3,416 | $534K |
| SHP Wealth Management | 0.04% | Add +42.8% | 3,412 | $533K |
| Zions Bancorporation, National Association | 0.03% | No change | 3,390 | $530K |
| Sage Capital Management, LLC | 0.21% | Add +0.5% | 3,372 | $528K |
| Allie Family Office LLC | 0.20% | No change | 3,370 | $527K |
| PMG Wealth Management, Inc. | 0.32% | No change | 3,360 | $525K |
| Peak Planning Group, LLC | 0.12% | Add +0.6% | 3,356 | $525K |
| Bangor Savings Bank | 0.04% | Reduce -0.1% | 3,356 | $525K |
| Kelsey Financial, LLC | 0.40% | No change | 3,354 | $524K |
| Weaver Consulting Group | 0.11% | Reduce -0.1% | 3,342 | $522K |
| Moody LYNN Lieberson & Walker, LLC | 0.03% | No change | 3,335 | $521K |
| CFM Wealth Partners LLC | 0.07% | Reduce -1.9% | 3,317 | $518K |
| Anb Bank | 0.19% | No change | 3,300 | $516K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.10% | Add +6.8% | 3,160 | $515K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 3,294 | $515K |
| Mather Group, Llc. | 0.00% | Reduce -2.0% | 3,277 | $512K |
| Pines Wealth Management, LLC | 0.15% | Reduce -8.4% | 3,273 | $512K |
| Ritter Daniher Financial Advisory LLC / DE | 0.08% | Add +0.0% | 3,271 | $511K |
| Spartan Wealth Advisory Services LLC | 0.04% | Reduce -6.2% | 3,270 | $511K |
| Davis R M Inc. | 0.01% | Reduce -1.4% | 3,270 | $511K |
| Money Concepts Capital Corp. | 0.02% | Add +27.4% | 3,263 | $510K |
| Warwick Investment Management, Inc. | 0.06% | Reduce -30.9% | 3,258 | $509K |
| Secure Asset Management, LLC | 0.07% | Add +0.3% | 3,254 | $509K |
| Baring Financial LLC | 0.28% | Add +0.1% | 3,252 | $508K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 3,252 | $508K |
| Smith Thornton Advisors LLC | 0.22% | Reduce -3.5% | 3,159 | $507K |
| Charis Legacy Partners, LLC | 0.62% | Add +36.8% | 3,216 | $503K |
| Puff Wealth Management, LLC | 0.51% | — | 3,200 | $500K |
| Peddock Capital Advisors, LLC | 0.10% | Add +0.1% | 3,196 | $499K |
| Total Clarity Wealth Management, Inc. | 0.10% | Reduce -5.1% | 3,195 | $499K |
| Insight Wealth Strategies, LLC | 0.05% | Add +0.7% | 3,176 | $499K |
| Aspire Capital Advisors LLC | 0.10% | No change | 3,180 | $497K |
| Obermeyer Wealth Partners | 0.02% | No change | 3,177 | $497K |
| Vision Capital Management, Inc. | 0.06% | No change | 3,175 | $496K |
| Arrowroot Family Office, LLC | 0.14% | Add +2.5% | 3,157 | $493K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -1.3% | 3,150 | $492K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 3,238 | $490K |
| Thrive Capital Management, LLC | 0.09% | Reduce -1.3% | 3,123 | $488K |
| M. Kulyk & Associates, LLC | 0.08% | Reduce -3.5% | 3,114 | $487K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,113 | $487K |
| Jamison Private Wealth Management, Inc. | 0.05% | Add +0.1% | 3,104 | $485K |
| Regent Peak Wealth Advisors LLC | 0.09% | No change | 3,073 | $480K |
| Thrive Wealth Management, LLC | 0.06% | Add +0.1% | 3,065 | $479K |
| Capital Investment Counsel, LLC | 0.06% | No change | 3,057 | $478K |
| Parsons Capital Management Inc. | 0.02% | Add +3.0% | 3,057 | $478K |
| RiverFront Investment Group, LLC | 0.01% | Add +36.1% | 3,050 | $477K |
| ICONIQ Capital, LLC | 0.01% | Reduce -50.7% | 3,039 | $475K |
| Waters Parkerson & Co., LLC | 0.02% | Add +0.7% | 3,035 | $474K |
| Larson Financial Group LLC | 0.01% | Reduce -1.0% | 3,034 | $474K |
| Capstone Wealth Management, Inc. | 0.36% | No change | 3,010 | $474K |
| Primoris Wealth Advisors, LLC | 0.22% | No change | 3,026 | $473K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 3,013 | $471K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -3.7% | 3,005 | $470K |
| TrueWealth Advisors, LLC | 0.11% | No change | 3,000 | $469K |
| Balanced Wealth Group LLC | 0.15% | Add +0.8% | 2,996 | $468K |
| Sage Capital Advisors,llc | 0.10% | Add +2.2% | 2,993 | $468K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 2,990 | $467K |
| RFG Advisory, LLC | 0.01% | Reduce -19.2% | 2,989 | $467K |
| Diversified Portfolios, Inc. | 0.03% | Add +48.4% | 2,977 | $465K |
| Northstar Group, Inc. | 0.06% | No change | 2,975 | $465K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 2,970 | $464K |
| Annex Advisory Services, LLC | 0.01% | Add +3.4% | 2,965 | $463K |
| FC Advisory LLC | 0.12% | Add +0.5% | 2,951 | $461K |
| GW&K Investment Management, LLC | 0.00% | Reduce -32.5% | 2,951 | $461K |
| Culbertson A N & Co. Inc. | 0.05% | New | 2,936 | $459K |
| Soltis Investment Advisors LLC | 0.03% | Add +12.9% | 2,933 | $458K |
| ProVise Management Group, LLC | 0.03% | Reduce -0.6% | 2,912 | $455K |
| Navis Wealth Advisors, LLC | 0.17% | Reduce -23.8% | 2,903 | $454K |
| Access Financial Services, Inc. | 0.15% | No change | 2,895 | $453K |
| Zacks Investment Management | 0.00% | Add +62.8% | 2,890 | $452K |
| Mezzasalma Advisors, LLC | 0.09% | Reduce -19.0% | 2,882 | $451K |
| Rockland Trust Co. | 0.02% | No change | 2,881 | $450K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | No change | 2,875 | $449K |
| Cambridge Financial Group, LLC | 0.14% | Reduce -22.3% | 2,874 | $449K |
| First Fiduciary Investment Counsel, Inc. | 0.08% | No change | 2,872 | $449K |
| BLB&B Advisors, LLC | 0.02% | Reduce -0.6% | 2,851 | $446K |
| HUB Investment Partners, LLC | 0.01% | Reduce -16.4% | 2,839 | $444K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 2,820 | $441K |
| Nikulski Financial, Inc. | 0.09% | No change | 2,816 | $440K |
| Courage Miller Partners, LLC | 0.12% | Reduce -0.0% | 2,796 | $437K |
| John Boyer, Inc. | 0.38% | Add +0.9% | 2,779 | $434K |
| Sentinel Trust Co. Lba | 0.04% | No change | 2,755 | $431K |
| Future Financial Wealth Managment LLC | 0.27% | Reduce -1.4% | 2,672 | $430K |
| Charter Capital Management, LLC\DE | 0.19% | Reduce -19.3% | 2,749 | $430K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -4.9% | 2,742 | $429K |
| Fairvoy Private Wealth, LLC | 0.09% | No change | 2,734 | $427K |
| Continuum Wealth Advisors, LLC | 0.14% | No change | 2,731 | $427K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.10% | No change | 2,713 | $424K |
| Stiles Financial Services Inc | 0.11% | Reduce -3.1% | 2,697 | $422K |
| Keating Financial Advisory Services, Inc. | 0.06% | No change | 2,696 | $421K |
| Latitude Advisors, LLC | 0.17% | Add +7.8% | 2,695 | $421K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +28.1% | 2,693 | $421K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -0.4% | 2,693 | $421K |
| Busey Bank | 0.01% | No change | 2,692 | $421K |
| Cape Ann Savings Bank | 0.20% | Add +44.2% | 2,690 | $420K |
| Pflug Koory, LLC | 0.17% | Add +2.6% | 2,681 | $419K |
| Certuity, LLC | 0.02% | No change | 2,679 | $419K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,671 | $417K |
| Sandro Wealth Management LLC | 0.30% | Add +14.2% | 2,666 | $417K |
| Steelhead Wealth Management LLC | 0.17% | No change | 2,667 | $416K |
| Wedmont Private Capital | 0.01% | No change | 2,606 | $416K |
| Bearing Point Capital, LLC | 0.06% | Reduce -6.3% | 2,655 | $415K |
| Capital Advisors Inc. | 0.01% | Reduce -6.9% | 2,627 | $411K |
| Glassman Wealth Services | 0.05% | Add +1.9% | 2,619 | $409K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -50.5% | 2,609 | $408K |
| Essex Bank | 0.09% | Reduce -8.6% | 2,608 | $408K |
| Sterling Financial Planning, Inc. | 0.11% | Add +35.4% | 2,602 | $407K |
| Artesa Financial Group, LLC | 0.35% | No change | 2,600 | $406K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,486 | $406K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -31.8% | 2,486 | $406K |
| Palisade Asset Management, LLC | 0.04% | No change | 2,590 | $405K |
| Carolina Wealth Management Inc | 0.19% | — | 2,582 | $404K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | No change | 2,572 | $402K |
| Biltmore Family Office, LLC | 0.05% | No change | 2,567 | $401K |
| SlateStone Wealth, LLC | 0.03% | Reduce -1.9% | 2,568 | $401K |
| AF Advisors, Inc. | 0.20% | Reduce -8.8% | 2,561 | $400K |
| KFG Wealth Management, LLC | 0.05% | Reduce -38.8% | 2,561 | $400K |
| Gainplan LLC | 0.16% | Add +9.3% | 2,560 | $400K |
| Tortuga Wealth Management, Inc | 0.30% | Reduce -5.8% | 2,553 | $399K |
| American Financial & Tax Strategies Inc. | 0.18% | No change | 2,553 | $399K |
| YANKCOM Partnership | 0.14% | No change | 2,550 | $399K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.03% | No change | 2,548 | $398K |
| Hunter Associates Investment Management LLC | 0.05% | Reduce -0.8% | 2,558 | $398K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +2.0% | 2,546 | $398K |
| Camden National Bank | 0.05% | Reduce -2.6% | 2,537 | $397K |
| WoodTrust Financial Corp | 0.05% | No change | 2,512 | $393K |
| Tudor Financial Inc. | 0.18% | Reduce -0.8% | 2,512 | $393K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -0.3% | 2,508 | $392K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +4.2% | 2,503 | $391K |
| Mengis Capital Management, Inc. | 0.06% | No change | 2,500 | $391K |
| Trivium Point Advisory, LLC | 0.04% | Reduce -30.0% | 2,483 | $388K |
| Pacific Sun Financial Corp | 0.16% | Reduce -0.6% | 2,477 | $387K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,471 | $386K |
| Security National Bank of Sioux City Iowa | 0.16% | Add +28.9% | 2,455 | $384K |
| Arbor Investment Advisors, LLC | 0.04% | Add +10.9% | 2,452 | $383K |
| Tiaa Trust, National Association | 0.02% | No change | 2,450 | $383K |
| JB Capital LLC | 0.01% | Add +0.3% | 2,430 | $380K |
| Rodgers Brothers Inc. | 0.04% | No change | 2,422 | $379K |
| Benedict Financial Advisors Inc. | 0.07% | Add +1.3% | 2,418 | $378K |
| LCNB Corp. | 0.12% | Reduce -7.7% | 2,407 | $376K |
| United Bank | 0.04% | No change | 2,399 | $375K |
| Grandfield & Dodd, LLC | 0.02% | Add +71.5% | 2,399 | $375K |
| LongView Wealth Management | 0.10% | Add +0.1% | 2,397 | $375K |
| Simplicity Wealth,LLC | 0.01% | New | 2,388 | $373K |
| First Western Trust Bank | 0.02% | No change | 2,386 | $373K |
| North Star Asset Management Inc. | 0.01% | Reduce -12.0% | 2,385 | $373K |
| KPP Advisory Services LLC | 0.05% | Reduce -5.9% | 2,383 | $372K |
| CIBC Asset Management Inc | 0.00% | No change | 2,380 | $372K |
| First Heartland Consultants, Inc. | 0.02% | Add +4.5% | 2,374 | $371K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +102.7% | 2,368 | $370K |
| Pure Financial Advisors, LLC | 0.00% | No change | 2,351 | $367K |
| Valley National Advisers Inc. | 0.04% | Add +18.6% | 2,350 | $367K |
| Fogel Capital Management, Inc. | 0.15% | No change | 2,345 | $367K |
| Connecticut Wealth Management, LLC | 0.01% | No change | 2,340 | $366K |
| MCF Advisors LLC | 0.01% | No change | 2,336 | $365K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,333 | $365K |
| AdvisorNet Financial, Inc | 0.02% | Add +9.3% | 2,327 | $364K |
| Parkside Financial Bank & Trust | 0.02% | Add +10.0% | 2,321 | $363K |
| Good Harbor Advisors, Inc. | 0.35% | No change | 2,319 | $362K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -6.5% | 2,315 | $362K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -42.2% | 2,307 | $361K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +1.2% | 2,302 | $360K |
| GAMMA Investing LLC | 0.01% | Add +13.6% | 2,299 | $359K |
| Madison Wealth Partners, Inc | 0.05% | Add +43.4% | 2,295 | $359K |
| Marquette Asset Management, LLC | 0.05% | Reduce -0.4% | 2,289 | $358K |
| Clientfirst Wealth Management, LLC | 0.29% | No change | 2,285 | $357K |
| Perspective Wealth Advisors LLC | 0.20% | New | 2,283 | $357K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 2,283 | $357K |
| Millennium Management | 0.00% | New | 2,280 | $356K |
| Affiance Financial, LLC | 0.05% | No change | 2,275 | $356K |
| Heritage Wealth Advisors | 0.01% | No change | 2,260 | $353K |
| Passive Capital Management, LLC. | 0.11% | No change | 2,500 | $353K |
| Orleans Capital Management Corp. | 0.18% | No change | 2,250 | $352K |
| Twele Capital Management, Inc. | 0.06% | Reduce -5.8% | 2,244 | $351K |
| Certified Advisory Corp | 0.03% | Reduce -1.7% | 2,240 | $350K |
| HCR Wealth Advisors | 0.03% | No change | 2,236 | $349K |
| Northwest Bancshares, Inc. | 0.06% | Reduce -5.3% | 2,235 | $349K |
| Castle Wealth Management LLC | 0.10% | No change | 2,233 | $349K |
| Grove Bank & Trust | 0.03% | No change | 2,226 | $348K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | Add +29.1% | 2,221 | $347K |
| Harbor Asset Planning, Inc. | 0.26% | Add +0.7% | 2,218 | $347K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.6% | 2,209 | $345K |
| Mystic Asset Management, Inc. | 0.07% | Reduce -7.0% | 2,209 | $345K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | No change | 2,209 | $345K |
| Northeast Investment Management | 0.01% | Reduce -5.7% | 2,207 | $345K |
| Pacific Center for Financial Services | 0.08% | Add +0.6% | 2,182 | $341K |
| Colonial Trust Advisors | 0.02% | Add +3.3% | 2,176 | $340K |
| Karnit Road Accident Victims Compensation Fund | 0.19% | No change | 2,170 | $339K |
| JMN Financial LLC | 0.26% | Reduce -0.6% | 2,157 | $337K |
| Waller Financial Planning Group, Inc. | 0.07% | No change | 2,139 | $334K |
| Hoffman, Alan N Investment Management | 0.20% | No change | 2,134 | $334K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -12.6% | 2,131 | $333K |
| Orion Capital Management LLC | 0.10% | No change | 2,130 | $333K |
| One Capital Management, LLC | 0.01% | No change | 2,187 | $331K |
| Resurgent Financial Advisors LLC | 0.09% | New | 2,110 | $330K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.11% | No change | 2,110 | $330K |
| Rothschild Investment LLC | 0.01% | Reduce -14.5% | 2,106 | $329K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -2.1% | 2,104 | $329K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -20.3% | 2,102 | $329K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 2,092 | $327K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,082 | $325K |
| Staley Capital Advisers Inc. | 0.01% | No change | 2,076 | $324K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,075 | $324K |
| St Germain D J Co. Inc. | 0.01% | Add +16.3% | 2,075 | $324K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.2% | 2,072 | $324K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -4.6% | 2,062 | $322K |
| Fairfield Financial Advisors, LTD | 0.13% | Reduce -3.8% | 2,060 | $322K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 2,051 | $321K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -4.7% | 2,050 | $320K |
| First American Bank | 0.02% | No change | 2,050 | $320K |
| ABLE Financial Group, LLC | 0.05% | No change | 2,041 | $319K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +4.6% | 2,039 | $319K |
| Citadel Advisors | 0.00% | Reduce -6.1% | 2,033 | $318K |
| Chatterton & Associates Inc. | 0.18% | No change | 1,988 | $314K |
| LVM Capital Management Ltd. | 0.03% | No change | 2,011 | $314K |
| McAdam, LLC | 0.01% | New | 2,007 | $314K |
| Clear Trail Advisors, LLC | 0.05% | No change | 2,000 | $313K |
| Augustine Asset Management Inc. | 0.06% | No change | 2,000 | $313K |
| Trust Co. of Toledo NA | 0.03% | Reduce -34.3% | 1,991 | $311K |
| Align Financial, LLC | 0.15% | No change | 1,990 | $311K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.4% | 1,987 | $311K |
| OakTrust Wealth Advisors, LLC | 0.27% | Reduce -3.1% | 1,984 | $310K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 1,979 | $309K |
| Avion Wealth | 0.06% | No change | 1,978 | $309K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Add +0.8% | 1,976 | $309K |
| Sepio Capital, LP | 0.02% | No change | 1,975 | $309K |
| Melfa Wealth Management, Inc. | 0.17% | No change | 1,975 | $309K |
| Philadelphia Trust Co. | 0.02% | Reduce -3.2% | 1,968 | $308K |
| Stillwater Capital Advisors, LLC | 0.03% | Reduce -2.8% | 1,964 | $307K |
| Trek Financial, LLC | 0.02% | Reduce -3.8% | 1,958 | $306K |
| Wealthcare Capital Partners, LLC | 0.13% | Add +0.8% | 1,958 | $306K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.9% | 1,956 | $306K |
| Chesley Taft & Associates LLC | 0.01% | No change | 1,953 | $305K |
| Steigerwald, Gordon & Koch Inc. | 0.03% | Reduce -4.7% | 1,950 | $305K |
| Birchwood Financial Partners, Inc. | 0.25% | Add +0.8% | 1,938 | $303K |
| City National Bank of Florida | 0.13% | Reduce -0.6% | 1,932 | $302K |
| Highview Capital Management LLC | 0.09% | No change | 1,925 | $301K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -10.2% | 1,917 | $300K |
| Jacobi Capital Management LLC | 0.01% | Add +40.5% | 1,917 | $300K |
| ARS Wealth Advisors Group, LLC | 0.02% | Reduce -3.5% | 1,909 | $298K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 1,906 | $298K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +6.1% | 1,903 | $297K |
| Bantamac Capital, LLC | 0.21% | No change | 1,900 | $297K |
| Dudley Capital Management, LLC | 0.12% | No change | 1,900 | $297K |
| Belvedere Trading LLC | 0.02% | New | 1,900 | $297K |
| Mustico Financial Group, Inc. | 0.19% | No change | 1,808 | $295K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +0.2% | 1,885 | $295K |
| GWN Securities Inc. | 0.05% | Reduce -1.9% | 1,882 | $294K |
| Providence Capital Advisors, LLC | 0.04% | Add +4.1% | 1,867 | $292K |
| Calton & Associates, Inc. | 0.04% | Reduce -0.1% | 1,865 | $291K |
| Altus Wealth Group LLC | 0.11% | Add +3.1% | 1,864 | $291K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 1,864 | $291K |
| Atria Investments, Inc | 0.00% | Reduce -25.1% | 1,861 | $291K |
| Anchor Investment Management, LLC | 0.02% | Add +0.8% | 1,860 | $291K |
| Carson Advisory Inc. | 0.13% | No change | 1,853 | $290K |
| Olistico Wealth, LLC | 0.12% | Add +9922.0% | 188,213 | $290K |
| Spirepoint Private Client, LLC | 0.02% | No change | 1,838 | $287K |
| Triumph Capital Management | 0.05% | No change | 1,836 | $287K |
| McKinley Carter Wealth Services, Inc. | 0.01% | No change | 1,835 | $287K |
| Birchcreek Wealth Management, LLC | 0.11% | Add +2.4% | 1,828 | $286K |
| Compass Financial Management LLC | 0.03% | — | 1,797 | $285K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -1.9% | 1,810 | $283K |
| Southland Equity Partners LLC | 0.05% | Add +0.2% | 1,803 | $282K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -0.3% | 1,802 | $282K |
| Tulsa Wealth Advisors, INC | 0.04% | Add +0.6% | 1,800 | $281K |
| 1ST Source Bank | 0.01% | No change | 1,798 | $281K |
| Lauterbach Financial Advisors, LLC | 0.12% | No change | 1,790 | $280K |
| South Plains Financial, Inc. | 0.15% | No change | 1,788 | $279K |
| Blue Trust, Inc. | 0.00% | Add +101.6% | 1,784 | $279K |
| Pinion Investment Advisors, LLC | 0.05% | New | 1,783 | $279K |
| CoreFirst Bank & Trust | 0.14% | No change | 1,779 | $278K |
| Confluence Wealth Services, Inc. | 0.01% | Add +0.3% | 1,776 | $277K |
| Norden Group LLC | 0.02% | No change | 1,773 | $277K |
| Dala Group, LLC | 0.23% | Add +0.1% | 1,773 | $277K |
| Indivisible Partners | 0.02% | Add +12.8% | 1,761 | $275K |
| Coquina Private Wealth LLC | 0.19% | Add +0.6% | 1,752 | $274K |
| Borer Denton & Associates, Inc. | 0.09% | New | 1,750 | $274K |
| Tower Bridge Advisors | 0.02% | No change | 1,750 | $274K |
| Allegheny Financial Group | 0.03% | Add +0.2% | 1,745 | $273K |
| First Trust Advisors LP | 0.00% | New | 1,741 | $272K |
| Cairn Investment Group, Inc. | 0.12% | No change | 1,742 | $272K |
| Grandview Asset Management LLC | 0.07% | Reduce -6.9% | 1,738 | $272K |
| Clarus Group, Inc. | 0.09% | Reduce -25.4% | 1,737 | $271K |
| Prosperity Financial Group, Inc. | 0.08% | Add +3.9% | 1,737 | $271K |
| Madrona Financial Services, LLC | 0.05% | Reduce -4.0% | 1,728 | $270K |
| Semus Wealth Partners LLC | 0.13% | Add +0.7% | 1,723 | $269K |
| Cooper Financial Group | 0.02% | Add +27.7% | 1,722 | $269K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 1,717 | $268K |
| Motco | 0.02% | No change | 1,711 | $267K |
| Highline Wealth Partners LLC | 0.05% | No change | 1,709 | $267K |
| Bailard, Inc. | 0.01% | New | 1,700 | $266K |
| Hickory Point Bank & Trust | 0.16% | No change | 1,698 | $265K |
| Sard Wealth Management Group, LLC | 0.13% | Add +0.3% | 1,698 | $265K |
| Hoxton Planning & Management, LLC | 0.07% | No change | 1,695 | $265K |
| BCS Private Wealth Management, Inc. | 0.08% | No change | 1,691 | $264K |
| Cloud Capital Management, LLC | 0.10% | New | 1,694 | $264K |
| Oregon Pacific Wealth Management, LLC | 0.25% | Reduce -3.7% | 1,685 | $263K |
| KOM Wealth Management Group, LLC | 0.16% | Add +7.1% | 1,684 | $263K |
| Uhlmann Price Securities, LLC | 0.01% | No change | 1,680 | $263K |
| Francis Financial, Inc. | 0.04% | No change | 1,675 | $262K |
| AtlasMark Financial, Inc | 0.13% | Reduce -4.1% | 1,671 | $261K |
| KWB Wealth | 0.02% | No change | 1,670 | $261K |
| Onyx Bridge Wealth Group LLC | 0.02% | Add +0.6% | 1,667 | $261K |
| Arq Wealth Advisors, LLC | 0.03% | No change | 1,600 | $259K |
| American Financial Advisors, LLC | 0.03% | No change | 1,658 | $259K |
| Kovack Advisors, Inc. | 0.01% | Reduce -8.7% | 1,645 | $258K |
| Chemistry Wealth Management LLC | 0.04% | No change | 1,640 | $256K |
| Allred Capital Management, LLC | 0.08% | No change | 1,633 | $256K |
| Morton Capital Management LLC | 0.04% | No change | 1,638 | $256K |
| Crumly & Associates Inc. | 0.05% | Add +0.5% | 1,635 | $256K |
| First Merchants Corp. | 0.01% | No change | 1,632 | $255K |
| Berger Financial Group, Inc | 0.01% | Add +4.0% | 1,632 | $255K |
| OFS Enterprise LLC | 0.07% | No change | 1,631 | $255K |
| Heritage Wealth Management, Inc. | 0.13% | Reduce -23.5% | 1,630 | $255K |
| Pacific Wealth Strategies Group, Inc. | 0.15% | No change | 1,628 | $254K |
| Berman McAleer LLC | 0.03% | No change | 1,628 | $254K |
| Unified Investment Management | 0.24% | No change | 1,627 | $254K |
| 1 North Wealth Services LLC | 0.08% | No change | 1,625 | $254K |
| Harbour Capital Advisors, LLC | 0.05% | No change | 1,590 | $254K |
| Tucker Asset Management LLC | 0.06% | No change | 1,621 | $253K |
| Mission Hills Financial Advisory, LLC | 0.11% | Add +7.9% | 1,617 | $253K |
| Piscataqua Savings Bank | 0.17% | Reduce -4.4% | 1,615 | $252K |
| WFA of San Diego, LLC | 0.21% | Add +3.0% | 1,525 | $251K |
| Visionary Wealth Advisors | 0.01% | Add +0.1% | 1,603 | $251K |
| Seneca Financial Advisors LLC | 0.07% | Add +0.5% | 1,601 | $250K |
| Firestone Capital Management | 0.05% | No change | 1,601 | $250K |
| Cedar Wealth Management, LLC | 0.06% | Reduce -13.0% | 1,600 | $250K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -23.2% | 1,600 | $250K |
| Legacy Advisors, LLC | 0.02% | No change | 1,599 | $250K |
| Colonial Trust Co / SC | 0.03% | No change | 1,595 | $249K |
| S&T Bank | 0.07% | Add +863.0% | 1,955 | $249K |
| United Asset Strategies, Inc. | 0.02% | No change | 1,592 | $249K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | Add +0.8% | 1,590 | $249K |
| Integras Partners LLC | 0.14% | New | 1,590 | $249K |
| Fidelity D & D Bancorp Inc. | 0.09% | No change | 1,589 | $248K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -15.9% | 1,588 | $248K |
| Green Ridge Wealth Planning LLC | 0.10% | No change | 1,587 | $248K |
| Wick Capital Partners, LLC | 0.04% | No change | 1,574 | $246K |
| Azimuth Capital Investment Management LLC | 0.01% | No change | 1,567 | $245K |
| Duncan Williams Asset Management, LLC | 0.06% | Add +0.8% | 1,566 | $245K |
| Sterling Investment Advisors LLC | 0.11% | No change | 1,559 | $244K |
| PGIM Custom Harvest LLC | 0.00% | Add +2.0% | 1,551 | $242K |
| Pasadena Private Wealth, LLC | 0.03% | Add +10.6% | 1,551 | $242K |
| Plimoth Trust Co. LLC | 0.05% | No change | 1,550 | $242K |
| Breakwater Investment Management | 0.08% | No change | 1,548 | $242K |
| Financial Management Network Inc. | 0.03% | No change | 1,495 | $242K |
| Manuka Financial, LLC | 0.13% | No change | 1,548 | $242K |
| Ti-Trust, Inc. | 0.13% | New | 1,546 | $242K |
| Riverview Capital Advisers, LLC | 0.07% | Add +0.8% | 1,538 | $240K |
| MRWM Advisors, LLC | 0.10% | No change | 1,537 | $240K |
| Ironwood Investment Counsel, LLC | 0.03% | Reduce -17.1% | 1,533 | $240K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 1,530 | $239K |
| Russell Investments Group, Ltd. | 0.00% | Add +38.1% | 1,529 | $239K |
| Houlihan Financial Resource Group, Ltd. | 0.08% | No change | 1,524 | $238K |
| Successful Portfolios LLC | 0.11% | New | 1,495 | $238K |
| Bison Wealth, LLC | 0.02% | Reduce -6.9% | 1,497 | $237K |
| Northstar Advisory Group, LLC | 0.07% | Reduce -1.4% | 1,516 | $237K |
| Iron Gate Global Advisors LLC | 0.02% | No change | 1,511 | $236K |
| Curry Webb Wealth Management LLC | 0.10% | Add +0.5% | 1,508 | $236K |
| Vicus Capital | 0.02% | Reduce -0.5% | 1,506 | $235K |
| Innova Wealth Partners | 0.10% | Add +11.1% | 1,506 | $235K |
| Ring Mountain Capital, LLC | 0.10% | Reduce -0.9% | 1,505 | $235K |
| American Trust | 0.02% | Add +1.4% | 1,502 | $235K |
| LifeWealth Investments, LLC | 0.06% | No change | 1,500 | $234K |
| Summit Asset Management, LLC | 0.03% | No change | 1,500 | $234K |
| Asio Capital, LLC | 0.03% | No change | 1,500 | $234K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,500 | $234K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | No change | 1,500 | $234K |
| Post Resch Tallon Group Inc. | 0.16% | No change | 1,500 | $234K |
| BridgePort Financial Solutions, LLC | 0.06% | Reduce -37.8% | 1,497 | $234K |
| Founders Grove Wealth Partners, LLC | 0.05% | Reduce -4.2% | 1,497 | $234K |
| Fisher Asset Management | 0.00% | Reduce -58.6% | 1,493 | $233K |
| Kelly Financial Group LLC | 0.05% | Reduce -2.7% | 1,489 | $233K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 1,479 | $231K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | No change | 1,477 | $231K |
| UNIVEST FINANCIAL Corp | 0.01% | No change | 1,471 | $230K |
| Denver Wealth Management, Inc. | 0.07% | No change | 1,470 | $230K |
| RMR Wealth Builders | 0.01% | Add +9.7% | 1,469 | $230K |
| AJ Advisors, LLC | 0.07% | Add +0.8% | 1,462 | $228K |
| Arwa LLC | 0.09% | New | 1,398 | $227K |
| Bridgewealth Advisory Group, LLC | 0.04% | No change | 1,450 | $227K |
| Petros Family Wealth, LLC | 0.14% | Reduce -3.6% | 1,446 | $226K |
| Dunhill Financial, LLC | 0.05% | No change | 1,429 | $223K |
| Sentinel Pension Advisors, LLC | 0.03% | No change | 1,375 | $223K |
| Howard Wealth Management, LLC | 0.08% | Reduce -6.2% | 1,420 | $222K |
| Panoramic Investment Advisors, LLC | 0.11% | Add +0.5% | 1,412 | $221K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +0.8% | 1,410 | $220K |
| Empower Advisory Group, LLC | 0.00% | New | 1,407 | $220K |
| Connable Office Inc. | 0.02% | No change | 1,406 | $220K |
| Sage Rhino Capital LLC | 0.04% | Reduce -3.4% | 1,405 | $220K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -29.1% | 1,403 | $219K |
| Fort Sheridan Advisors LLC | 0.02% | New | 1,402 | $219K |
| Providence Financial Advisors, LLC | 0.12% | No change | 1,400 | $219K |
| Headinvest, LLC | 0.04% | No change | 1,400 | $219K |
| Mattern Wealth Management LLC | 0.04% | No change | 1,400 | $219K |
| Private Wealth Partners, LLC | 0.02% | No change | 1,400 | $219K |
| Montag A & Associates Inc. | 0.01% | No change | 1,397 | $218K |
| Forum Financial Management, LP | 0.00% | New | 1,395 | $218K |
| Cowa, LLC | 0.06% | No change | 1,395 | $218K |
| Tortoise Investment Management, LLC | 0.02% | No change | 1,394 | $218K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -9.3% | 1,391 | $217K |
| Partners Wealth Management, LLC | 0.21% | No change | 1,389 | $217K |
| Braeburn Wealth Management LLC | 0.09% | Reduce -10.2% | 1,387 | $217K |
| LJI Wealth Management, LLC | 0.03% | Reduce -6.8% | 1,381 | $216K |
| RiverGlades Family Offices LLC | 0.10% | No change | 1,380 | $216K |
| Diversified Enterprises, LLC | 0.01% | Add +0.1% | 1,379 | $216K |
| Huntleigh Advisors, Inc. | 0.03% | New | 1,379 | $216K |
| Select Asset Management & Trust | 0.06% | No change | 1,373 | $215K |
| Community Financial Services Group, LLC | 0.03% | Add +2.4% | 1,367 | $215K |
| Storen Legacy Partners, LLC | 0.06% | New | 1,367 | $214K |
| Fiduciary Alliance LLC | 0.01% | No change | 1,367 | $214K |
| Concord Wealth Partners | 0.02% | Add +1.2% | 1,366 | $214K |
| Salomon & Ludwin, LLC | 0.02% | No change | 1,354 | $213K |
| Sfam, LLC | 0.17% | No change | 1,360 | $213K |
| Turtle Creek Wealth Advisors, LLC | 0.01% | No change | 1,358 | $212K |
| LaSalle St. Investment Advisors, LLC | 0.03% | Add +0.4% | 1,357 | $212K |
| TigerOak Management, L.L.C. | 0.06% | No change | 1,351 | $211K |
| Evergreen Capital Management LLC | 0.00% | No change | 1,351 | $211K |
| Letson Investment Management, Inc. | 0.08% | No change | 1,350 | $211K |
| Columbia Bank | 0.05% | No change | 1,350 | $211K |
| Greenspring Advisors, LLC | 0.01% | No change | 1,350 | $211K |
| Verum Partners LLC | 0.03% | New | 1,349 | $211K |
| Tanglewood Wealth Management, Inc. | 0.02% | No change | 1,347 | $211K |
| StoneX Group Inc. | 0.01% | New | 1,346 | $210K |
| Collective Family Office LLC | 0.04% | No change | 1,345 | $210K |
| Sargent Investment Group, LLC | 0.03% | No change | 1,340 | $209K |
| SAM Advisors, LLC | 0.06% | No change | 1,337 | $209K |
| Accurate Wealth Management, LLC | 0.02% | New | 1,307 | $208K |
| Tred Avon Family Wealth, LLC | 0.06% | No change | 1,333 | $208K |
| Adams Asset Advisors, LLC | 0.02% | No change | 1,331 | $208K |
| Schorn Wealth LLC | 0.05% | New | 1,328 | $208K |
| Planning Strategies Inc. | 0.13% | — | 1,328 | $208K |
| Cascade Investment Group, Inc. | 0.12% | Reduce -2.0% | 1,326 | $207K |
| Heritage Trust Co | 0.02% | No change | 1,325 | $207K |
| Hills Bank & Trust Co | 0.01% | Reduce -12.5% | 1,321 | $206K |
| Wealthquest Corp | 0.01% | New | 1,315 | $206K |
| Beckerman Institutional, LLC | 0.10% | New | 1,316 | $205K |
| Chancellor Financial Group WB LP | 0.13% | New | 1,309 | $205K |
| Aaron Wealth Advisors LLC | 0.01% | New | 1,306 | $204K |
| Decision Investments, Inc. | 0.18% | New | 1,300 | $203K |
| V2 Financial group LLC | 0.08% | New | 1,300 | $203K |
| VeraBank, N.A. | 0.03% | New | 1,300 | $203K |
| Krane Financial Solutions LLC | 0.13% | New | 1,299 | $203K |
| Rise Advisors, LLC | 0.06% | Reduce -4.0% | 1,297 | $203K |
| HFG Advisors, Inc. | 0.13% | New | 1,295 | $202K |
| Farrell Financial LLC | 0.11% | New | 1,292 | $202K |
| Clearwater Capital Advisors, LLC | 0.01% | New | 1,289 | $201K |
| Roundview Capital LLC | 0.01% | Reduce -4.5% | 1,286 | $201K |
| Rossby Financial, LCC | 0.04% | Reduce -60.5% | 1,284 | $201K |
| TRUE Private Wealth Advisors | 0.02% | New | 1,284 | $201K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,284 | $201K |
| BankPlus Trust Department | 0.05% | No change | 1,280 | $200K |
| LRI Investments, LLC | 0.02% | No change | 1,255 | $196K |
| Innovative Asset Advisors Group, LLC | 0.09% | No change | 1,253 | $196K |
| John A. Wolfe & Associates, Inc. | 0.27% | No change | 1,251 | $196K |
| Armor Investment Advisors, LLC | 0.06% | Reduce -3.0% | 1,247 | $195K |
| SRH Advisors, LLC | 0.05% | No change | 1,232 | $193K |
| Cranbrook Wealth Management, LLC | 0.04% | No change | 1,211 | $189K |
| First Financial Corp. | 0.06% | Reduce -0.9% | 1,200 | $188K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 1,198 | $187K |
| Riverview Trust Co | 0.22% | No change | 1,196 | $187K |
| Westend Capital Management, LLC | 0.04% | No change | 1,180 | $184K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.8% | 1,169 | $183K |
| Measured Wealth Private Client Group, LLC | 0.04% | No change | 1,163 | $182K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,127 | $176K |
| NBT Bank, N.A. | 0.01% | No change | 1,108 | $173K |
| CNB Bank | 0.07% | No change | 1,102 | $172K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 1,094 | $171K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,087 | $170K |
| Cherry Tree Wealth Management, LLC | 0.03% | Reduce -5.7% | 1,080 | $169K |
| Kroeger Financial Partners | 0.16% | — | 1,054 | $165K |
| Rossmore Private Capital | 0.01% | No change | 1,050 | $164K |
| Crews Bank & Trust | 0.02% | No change | 1,038 | $162K |
| Raffa Wealth Management, LLC | 0.02% | No change | 1,027 | $161K |
| Ancora Advisors LLC | 0.00% | No change | 1,009 | $158K |
| Cornerstone Financial Management LLC | 0.13% | No change | 1,000 | $156K |
| Country Trust Bank | 0.00% | No change | 993 | $155K |
| Old Second National Bank of Aurora | 0.03% | Reduce -4.8% | 990 | $155K |
| Crewe Advisors LLC | 0.01% | Add +0.6% | 963 | $150K |
| Synergy Investment Management, LLC | 0.04% | Add +128.5% | 937 | $150K |
| EFG International AG | 0.00% | New | 961 | $150K |
| Fairway Wealth LLC | 0.03% | Add +39.5% | 932 | $146K |
| Gilpin Wealth Management, LLC | 0.10% | No change | 925 | $145K |
| Zeit Capital LLC | 0.08% | Add +33.4% | 899 | $141K |
| Trust Co | 0.01% | Add +105.8% | 895 | $140K |
| Financial Life Planners | 0.09% | Add +0.8% | 894 | $140K |
| TrustBank | 0.05% | Reduce -22.7% | 870 | $136K |
| First Bancorp, Inc | 0.05% | New | 861 | $135K |
| Key Financial Inc | 0.02% | No change | 857 | $134K |
| Peoples Financial Services Corp. | 0.06% | Reduce -10.0% | 856 | $134K |
| Gen-Wealth Partners Inc | 0.04% | No change | 823 | $129K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 814 | $127K |
| Insight Inv LLC | 0.06% | No change | 812 | $127K |
| LifeSteps Financial, Inc. | 0.06% | New | 809 | $126K |
| Capital Investment Counsel, Inc | 0.01% | No change | 800 | $125K |
| Blueline Advisors LLC | 0.09% | No change | 799 | $125K |
| Entrust Financial LLC | 0.08% | No change | 799 | $125K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 795 | $124K |
| Matrix Private Capital Group LLC | 0.05% | No change | 793 | $124K |
| Davis Capital Management | 0.07% | Add +5.0% | 790 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 766 | $120K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 750 | $117K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +1.0% | 736 | $115K |
| Finley Financial, LLC | 0.05% | No change | 730 | $114K |
| Ni Acquisitions Company, LLC | 0.05% | — | 98 | $113K |
| Phillips Financial Management, LLC | 0.01% | Reduce -24.3% | 721 | $113K |
| Cape Investment Advisory, Inc. | 0.03% | New | 700 | $109K |
| Prosperity Bancshares Inc | 0.07% | No change | 677 | $106K |
| Bayban | 0.08% | No change | 675 | $106K |
| VSM Wealth Advisory, LLC | 0.03% | Add +0.6% | 673 | $105K |
| Toronto Dominion Bank | 0.00% | New | 667 | $104K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 660 | $103K |
| Maryland Capital Advisors Inc. | 0.03% | — | 656 | $103K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 642 | $100K |
| Accordant Advisory Group Inc | 0.07% | No change | 633 | $99K |
| Financial Network Wealth Advisors LLC | 0.10% | No change | 611 | $95K |
| Essential Investment Partners LLC | 0.07% | No change | 595 | $93K |
| High Note Wealth, LLC | 0.02% | No change | 579 | $90K |
| Clearstead Trust, LLC | 0.01% | Reduce -65.9% | 560 | $88K |
| GHP Investment Advisors, Inc. | 0.00% | Add +23.0% | 557 | $87K |
| BankChampaign, National Association | 0.07% | Reduce -0.6% | 547 | $85K |
| Coston, McIsaac & Partners | 0.02% | No change | 549 | $85K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +347.5% | 537 | $85K |
| REAP Financial Group, LLC | 0.01% | Add +0.8% | 531 | $83K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.1% | 524 | $82K |
| Meramec Financial Planners, LLC | 0.03% | Add +40.7% | 498 | $81K |
| Signature Equity Partners, LLC | 0.04% | No change | 505 | $79K |
| Monetary Solutions, Ltd | 0.07% | No change | 495 | $77K |
| Richardson Financial Services Inc. | 0.04% | No change | 494 | $77K |
| City State Bank | 0.02% | No change | 490 | $77K |
| Fortitude Family Office, LLC | 0.01% | No change | 490 | $77K |
| Citigroup Inc. | 0.00% | Reduce -85.0% | 487 | $76K |
| MilWealth Group LLC | 0.02% | No change | 487 | $76K |
| Vanguard Advisers Inc. | 0.00% | Reduce -12.2% | 483 | $75K |
| Hilton Head Capital Partners, LLC | 0.04% | Reduce -30.3% | 482 | $75K |
| Ballast Advisors LLC | 0.02% | No change | 482 | $75K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.4% | 480 | $75K |
| Guardian Partners Inc. | 0.01% | New | 480 | $75K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 480 | $75K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +19.7% | 461 | $72K |
| Gill Capital Partners, LLC | 0.02% | No change | 460 | $72K |
| Granville Capital, Inc. | 0.03% | No change | 459 | $72K |
| Adirondack Trust Co. | 0.02% | No change | 450 | $70K |
| Nalls Sherbakoff Group, LLC | 0.05% | Reduce -31.5% | 432 | $68K |
| Schroder Investment Management Group | 0.00% | Reduce -24.2% | 432 | $68K |
| Cornerstone National Bank & Trust Co | 0.02% | No change | 420 | $66K |
| DecisionPoint Financial, LLC | 0.01% | New | 414 | $65K |
| EPG Wealth Management LLC | 0.02% | No change | 415 | $65K |
| MTM Investment Management, LLC | 0.02% | No change | 415 | $65K |
| CX Institutional | 0.00% | Add +0.7% | 409 | $64K |
| Hollencrest Capital Management | 0.00% | No change | 396 | $62K |
| Morris Financial Concepts, Inc. | 0.02% | Add +0.3% | 389 | $61K |
| Morse Asset Management, Inc | 0.01% | No change | 389 | $61K |
| Roxbury Financial LLC | 0.05% | Add +0.5% | 386 | $60K |
| Millstone Evans Group, LLC | 0.03% | No change | 372 | $58K |
| Marshall Investment Management, LLC | 0.02% | Add +0.8% | 371 | $58K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 357 | $56K |
| NFSG Corp | 0.01% | Add +13.6% | 359 | $56K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 358 | $56K |
| Legacy Bridge, LLC | 0.02% | No change | 350 | $55K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 348 | $54K |
| Seneschal Advisors, LLC | 0.04% | No change | 343 | $54K |
| Corsicana & Co. | 0.03% | No change | 341 | $53K |
| Provident Wealth Management, LLC | 0.01% | Reduce -39.0% | 336 | $53K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -13.9% | 333 | $52K |
| Pittenger & Anderson Inc. | 0.00% | No change | 333 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.9% | 318 | $50K |
| Byrne Asset Management LLC | 0.03% | No change | 315 | $49K |
| Weaver Capital Management LLC | 0.01% | No change | 325 | $49K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 311 | $49K |
| Winthrop Capital Management, LLC | 0.01% | No change | 304 | $48K |
| Southern Michigan Bank & Trust | 0.02% | No change | 303 | $47K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $47K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 297 | $46K |
| Gables Capital Management Inc. | 0.02% | No change | 289 | $45K |
| Strive Financial Group ,LLC | 0.02% | Add +12.3% | 282 | $44K |
| Kelleher Financial Advisors | 0.01% | Add +93.7% | 275 | $43K |
| Smartleaf Asset Management LLC | 0.00% | No change | 272 | $43K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 274 | $43K |
| Napier Financial, LLC | 0.01% | No change | 262 | $41K |
| Cypress Capital Management LLC (WY) | 0.03% | No change | 261 | $41K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +0.8% | 259 | $41K |
| Friedenthal Financial | 0.02% | No change | 259 | $40K |
| Kilter Group LLC | 0.01% | Add +0.8% | 241 | $38K |
| Toth Financial Advisory Corp. | 0.00% | No change | 235 | $37K |
| American National Bank & Trust | 0.00% | Reduce -8.4% | 230 | $36K |
| Main Street Group, LTD | 0.01% | No change | 218 | $34K |
| Miller Capital Partners, Inc. | 0.01% | No change | 210 | $33K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 206 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 200 | $31K |
| Creative Capital Management Investments LLC | 0.01% | No change | 200 | $31K |
| Manchester Capital Management LLC | 0.00% | Reduce -76.7% | 200 | $31K |
| Beutel, Goodman & Co Ltd. | 0.00% | No change | 195 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -22.0% | 191 | $30K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 184 | $29K |
| Avalon Trust Co | 0.00% | New | 181 | $28K |
| Atlatl Advisers LLC | 0.01% | New | 178 | $28K |
| Rice Partnership, LLC | 0.00% | No change | 175 | $27K |
| Fairman Group, LLC | 0.02% | Add +0.6% | 168 | $26K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -47.5% | 160 | $25K |
| JPL Wealth Management, LLC | 0.00% | No change | 155 | $24K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 154 | $24K |
| Addison Advisors LLC | 0.01% | No change | 152 | $24K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 149 | $23K |
| First Command Advisory Services, Inc. | 0.00% | New | 146 | $23K |
| Nemes Rush Group LLC | 0.00% | No change | 144 | $23K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 140 | $22K |
| Fiduciary Financial Advisors | 0.00% | New | 133 | $21K |
| Family Manage LLC | 0.00% | No change | 131 | $20K |
| PlanVest Financial, Inc | 0.01% | No change | 129 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 128 | $20K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 127 | $20K |
| Advantage Trust Co | 0.01% | No change | 120 | $19K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 133 | $18K |
| Financial Perspectives, Inc | 0.00% | No change | 115 | $18K |
| Tsfg, LLC | 0.00% | No change | 110 | $17K |
| Paladin Advisory Group, LLC | 0.01% | No change | 108 | $17K |
| Financial Consulate, Inc. | 0.00% | No change | 105 | $16K |
| Highland Investment Advisors LLC | 0.01% | — | 104 | $16K |
| Timbuktu Capital Management, LLC | 0.02% | — | 100 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 100 | $16K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 100 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 100 | $16K |
| Delta Asset Management LLC | 0.00% | No change | 98 | $15K |
| High Point Wealth Management, LLC | 0.01% | No change | 96 | $15K |
| Ascentis Independent Advisors | 0.04% | Reduce -16.5% | 96 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 93 | $15K |
| Silicon Valley Capital Partners | 0.00% | No change | 88 | $14K |
| TD Capital Management LLC | 0.00% | No change | 76 | $12K |
| Morgan Dempsey Capital Management LLC | 0.01% | No change | 75 | $12K |
| Robbins Farley | 0.00% | No change | 75 | $12K |
| McDonald Partners LLC | 0.00% | New | 75 | $12K |
| WealthShield Partners, LLC | 0.00% | Reduce -94.1% | 71 | $11K |
| Center for Financial Planning, Inc. | 0.00% | No change | 61 | $10K |
| Basepoint Wealth LLC | 0.01% | No change | 61 | $10K |
| Chilton Capital Management LLC | 0.00% | Reduce -97.3% | 60 | $9K |
| Nova Wealth Management, Inc. | 0.01% | No change | 60 | $9K |
| PayPay Securities Corp | 0.22% | Reduce -7.9% | 58 | $9K |
| Register Financial Advisors LLC | 0.00% | No change | 57 | $9K |
| Activest Wealth Management | 0.00% | No change | 54 | $8K |
| Comprehensive Financial Planning, Inc. | 0.00% | 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 |
| Lodestone Wealth Management LLC | 0.00% | No change | 49 | $8K |
| Broadwater Capital Management LLC | 0.00% | No change | 42 | $7K |
| Sunrise Financial Services, LLC | 0.00% | No change | 39 | $6K |
| Hughes Financial Services, LLC | 0.00% | Reduce -59.8% | 39 | $6K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 35 | $5K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -50.0% | 34 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 29 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 27 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 25 | $4K |
| Rakuten Securities, Inc. | 0.00% | No change | 24 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Evolution Wealth Management Inc. | 0.00% | Reduce -98.8% | 15 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 15 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 15 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 9 | $1K |
| Proathlete Wealth Management LLC | 0.00% | No change | 7 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 6 | $938 |
| West Branch Capital LLC | 0.00% | No change | 4 | $626 |
| Arvest Investments, Inc. | 0.00% | No change | 1 | $156 |
"% of holder's portfolio" is DVY's weight in each manager's 13F, not the share of iShares Select Dividend ETF the manager owns.