State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2024 (March 31)1,294holders
3famous investors
$556.35avg. 13F price*
At the end of Q1 2024, 1,294 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($909.6M) and Wells Fargo & Company ($758.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q1 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $123.9M |
| Exits | 49 | $78.7M |
Ownership 1,294 holders
| Bank of America Corp. | 0.13% | Add +19.3% | 2,412,897 | $1.3B |
| Morgan Stanley | 0.07% | Add +5.8% | 1,634,748 | $909.6M |
| Wells Fargo & Company | 0.20% | Reduce -7.7% | 1,362,552 | $758.1M |
| Northern Trust Corp. | 0.11% | Reduce -3.1% | 1,114,521 | $620.1M |
| US Bancorp \de | 0.83% | Reduce -1.2% | 1,069,012 | $594.8M |
| Pathstone Holdings, LLC | 2.49% | Reduce -0.7% | 950,260 | $528.7M |
| Royal Bank of Canada | 0.11% | Add +58.9% | 784,857 | $436.7M |
| PNC Financial Services Group, Inc. | 0.30% | Reduce -0.6% | 777,272 | $432.5M |
| UBS Group AG | 0.11% | Add +1.6% | 621,738 | $345.9M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +13.1% | 588,719 | $327.6M |
| Goldman Sachs Group Inc. | 0.07% | Add +47.7% | 572,912 | $318.8M |
| Bank of Montreal | 0.09% | Reduce -0.5% | 487,591 | $271.5M |
| JPMorgan Chase & Co. | 0.02% | Add +0.2% | 371,678 | $206.8M |
| Raymond James & Associates | 0.13% | Reduce -10.8% | 356,786 | $198.5M |
| Alliancebernstein L.P. | 0.06% | Add +97.2% | 289,865 | $161.3M |
| Creative Planning | 0.16% | Add +1.8% | 265,473 | $147.7M |
| Arvest Trust Co. N A | 8.14% | Reduce -2.1% | 257,439 | $143.2M |
| Corient Private Wealth LP | 0.25% | Reduce 0.0% | 257,105 | $143.1M |
| Conservest Capital Advisors, Inc. | 13.74% | Reduce -5.1% | 242,106 | $134.7M |
| BNP Paribas Financial Markets | 0.17% | Reduce -31.2% | 240,374 | $133.7M |
| MAI Capital Management | 1.20% | Add +1.6% | 206,272 | $114.8M |
| Citigroup Inc. | 0.11% | Add +15.0% | 188,603 | $104.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -14.8% | 175,895 | $97.9M |
| Welch & Forbes LLC | 1.17% | Reduce -17.0% | 153,690 | $85.5M |
| HighTower Advisors, LLC | 0.13% | Reduce -21.4% | 144,208 | $80.3M |
| LPL Financial LLC | 0.04% | Reduce -0.9% | 139,244 | $77.5M |
| Whittier Trust Co. | 1.13% | Reduce -2.2% | 139,144 | $77.4M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -1.5% | 138,712 | $77.2M |
| Waddell & Associates, LLC | 10.14% | Reduce -1.8% | 134,867 | $75.0M |
| FineMark National Bank & Trust | 2.62% | Reduce -0.7% | 126,646 | $70.5M |
| Hills Bank & Trust Co | 5.72% | Reduce -0.8% | 121,164 | $67.4M |
| Brown Advisory Inc. | 0.09% | Reduce -0.3% | 114,660 | $63.8M |
| Montag A & Associates Inc. | 3.08% | Add +0.2% | 110,359 | $61.5M |
| Employees Retirement System of Texas | 0.66% | No change | 108,500 | $60.4M |
| WASHINGTON TRUST Co | 2.15% | Reduce -2.1% | 105,079 | $58.5M |
| Truist Financial Corp. | 0.09% | Reduce -29.7% | 102,988 | $57.3M |
| SG Americas Securities, LLC | 0.29% | Add +109.7% | 101,803 | $56.6M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -12.4% | 101,175 | $56.3M |
| Mariner, LLC | 0.12% | Add +0.6% | 101,126 | $56.3M |
| Sandy Spring Bank | 2.44% | Reduce -3.2% | 96,355 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.1% | 90,846 | $50.6M |
| Cerity Partners LLC | 0.13% | Reduce -3.4% | 90,171 | $50.2M |
| Citadel Advisors | 0.04% | Reduce -43.2% | 76,925 | $42.8M |
| Hyman Charles D | 2.36% | Add +1.4% | 76,737 | $42.7M |
| Henshaw Capital LLC | 1.95% | No change | 75,050 | $41.8M |
| Portland Global Advisors LLC | 5.65% | Reduce -5.7% | 74,443 | $41.4M |
| MetLife Investment Management, LLC | 0.27% | Add +47.7% | 73,400 | $40.8M |
| Pittenger & Anderson Inc. | 1.56% | Add +0.2% | 68,964 | $38.4M |
| Blair William & Co. | 0.12% | Add +4.2% | 66,768 | $37.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.3% | 65,348 | $36.4M |
| Whittier Trust Co. of Nevada Inc. | 1.04% | Add +3.1% | 65,266 | $36.3M |
| Pinnacle Associates Ltd. | 0.57% | Reduce -0.4% | 64,897 | $36.1M |
| Financial Counselors Inc. | 0.61% | Reduce -5.3% | 64,783 | $36.0M |
| Cetera Investment Advisers | 0.08% | Add +498.7% | 63,519 | $35.3M |
| Captrust Financial Advisors | 0.13% | Reduce -16.9% | 62,129 | $34.6M |
| Bartlett & Co. Wealth Management LLC | 0.53% | Reduce -0.3% | 61,850 | $34.5M |
| Smith, Moore & Co. | 3.55% | Add +1.0% | 59,907 | $33.3M |
| Divergent Planning, LLC | 14.02% | Add +4.5% | 60,058 | $33.2M |
| Ascent Wealth Partners, LLC | 4.89% | Add +2.4% | 59,203 | $32.9M |
| Osaic Holdings, Inc. | 0.07% | Add +11.1% | 58,336 | $32.5M |
| MassMutual Private Wealth & Trust, FSB | 1.01% | Add +3.0% | 58,188 | $32.4M |
| Peapack Gladstone Financial Corp. | 0.50% | Reduce -3.3% | 57,271 | $31.9M |
| Baird Financial Group, Inc. | 0.07% | Reduce -2.3% | 56,266 | $31.3M |
| Heritage Investors Management Corp. | 1.07% | Reduce -2.0% | 54,596 | $30.4M |
| Clearstead Advisors, LLC | 1.44% | Reduce -1.4% | 53,051 | $29.0M |
| Stifel Financial Corp. | 0.03% | Reduce -17.9% | 52,031 | $28.9M |
| Oldfather Financial Services, LLC | 11.89% | Add +0.9% | 51,901 | $28.9M |
| Susquehanna International Group, LLP | 0.04% | Reduce -24.5% | 49,977 | $27.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.06% | Reduce -80.0% | 49,924 | $27.8M |
| First Hawaiian Bank | 0.85% | Reduce -0.8% | 48,961 | $27.2M |
| Crewe Advisors LLC | 3.14% | Reduce -0.7% | 48,448 | $27.0M |
| Comerica Bank | 0.11% | Add +20.3% | 47,053 | $26.2M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 46,952 | $26.1M |
| Conning Inc. | 0.89% | Reduce -2.3% | 46,753 | $26.0M |
| Citizens Financial Group Inc. | 0.85% | Reduce -4.1% | 45,884 | $25.5M |
| Chicago Partners Investment Group LLC | 1.07% | Add +1.7% | 47,685 | $25.3M |
| Financial Advisory Group | 4.45% | Reduce -1.1% | 45,304 | $25.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.5% | 44,878 | $25.0M |
| Cumberland Advisors Inc. | 9.28% | Add +2.1% | 44,867 | $25.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.11% | Reduce -0.2% | 44,857 | $25.0M |
| Klingman & Associates, LLC | 1.79% | Reduce -1.8% | 44,646 | $24.8M |
| Kowal Investment Group, LLC | 5.12% | Add +0.3% | 42,568 | $23.7M |
| LCM Capital Management Inc | 15.03% | Add +1.1% | 41,798 | $23.3M |
| Edge Capital Group, LLC | 1.14% | Reduce -4.5% | 41,363 | $23.0M |
| Nixon Peabody Trust Co. | 2.10% | Reduce -19.2% | 41,149 | $22.9M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.6% | 40,650 | $22.6M |
| Wealth Alliance Advisory Group, LLC | 5.13% | Add +4.2% | 39,752 | $22.1M |
| Shapiro Capital Management LLC | 0.58% | New | 39,250 | $21.8M |
| IFG Advisors, LLC | 5.63% | Add +5.4% | 39,132 | $21.8M |
| Waldron Private Wealth LLC | 0.96% | Reduce -10.4% | 38,184 | $21.3M |
| Barclays PLC | 0.01% | Add +5.2% | 37,760 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.7% | 37,275 | $20.7M |
| Johnson Investment Counsel Inc. | 0.22% | Reduce -0.8% | 36,934 | $20.6M |
| Cresset Asset Management, LLC | 0.10% | Add +63.8% | 36,439 | $20.3M |
| 1ST Source Bank | 1.18% | Reduce -0.3% | 36,366 | $20.2M |
| M&T Bank Corp | 0.07% | Reduce -10.5% | 36,211 | $20.1M |
| Steele Capital Management, Inc. | 1.15% | Add +0.1% | 35,904 | $20.0M |
| Balyasny Asset Management L.P. | 0.05% | New | 35,840 | $19.9M |
| BlackRock Inc. | 0.00% | Reduce -9.9% | 35,735 | $19.9M |
| Prio Wealth Limited Partnership | 0.57% | Add +0.4% | 35,734 | $19.9M |
| Pinnacle Financial Partners Inc | 0.43% | Add +2.3% | 35,504 | $19.8M |
| Buckingham Strategic Wealth, LLC | 0.20% | Reduce -2.8% | 34,255 | $19.1M |
| GYL Financial Synergies, LLC | 1.44% | Add +0.4% | 33,094 | $18.4M |
| Composition Wealth, LLC | 0.46% | Reduce -12.5% | 32,999 | $18.4M |
| Bessemer Group Inc. | 0.03% | Reduce -59.1% | 32,914 | $18.3M |
| Certuity, LLC | 1.62% | Reduce -1.0% | 32,796 | $18.2M |
| Granite Bay Wealth Management, LLC | 10.37% | Reduce -98.7% | 32,784 | $18.2M |
| Vestor Capital, LLC | 1.53% | Add +1.0% | 32,491 | $18.1M |
| Tandem Wealth Advisors LLC | 9.81% | Add +0.2% | 32,383 | $17.8M |
| Trustmark Bank Trust Department | 1.45% | Add +0.1% | 31,880 | $17.7M |
| Curi Capital, LLC | 0.41% | Add +27.5% | 31,644 | $17.6M |
| Curbstone Financial Management Corp | 3.66% | Reduce -0.3% | 30,472 | $17.0M |
| Hancock Whitney Corp. | 0.56% | Reduce -5.0% | 28,986 | $16.1M |
| EP Wealth Advisors, LLC | 0.18% | Add +1.0% | 28,349 | $15.8M |
| Commerce Bank | 0.10% | Reduce -1.5% | 26,733 | $14.9M |
| Wellspring Financial Advisors, LLC | 2.33% | Reduce -6.2% | 26,500 | $14.7M |
| Tiller Private Wealth, Inc. | 6.48% | Add +2.9% | 26,081 | $14.5M |
| Lido Advisors, LLC | 0.13% | Reduce -2.5% | 25,702 | $14.3M |
| Simmons Bank | 1.08% | Reduce -1.5% | 25,722 | $14.3M |
| Mesirow Financial Investment Management, Inc. | 0.32% | Add +1.8% | 25,182 | $14.0M |
| Carnegie Investment Counsel | 0.43% | Reduce -4.0% | 25,086 | $14.0M |
| FMR LLC | 0.00% | Add +8.8% | 24,960 | $13.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.7% | 24,726 | $13.8M |
| Atlantic Edge Private Wealth Management, LLC | 4.73% | Add +0.6% | 24,724 | $13.8M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +0.1% | 24,539 | $13.7M |
| MML Investors Services, LLC | 0.06% | Add +0.9% | 24,152 | $13.4M |
| Caldwell Trust Co | 1.55% | Reduce -2.3% | 23,920 | $13.3M |
| Passaic Partners LLC | 1.91% | New | 23,861 | $13.3M |
| MCF Advisors LLC | 1.01% | Reduce -0.4% | 23,316 | $13.0M |
| Prescott Group Capital Management, L.L.C. | 2.06% | Add +21.4% | 23,083 | $12.8M |
| SlateStone Wealth, LLC | 1.27% | Reduce -0.7% | 22,790 | $12.7M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +27.9% | 22,219 | $12.4M |
| Country Club Bank | 0.86% | Reduce -1.0% | 21,945 | $12.2M |
| Glenmede Trust Co. NA | 0.06% | No change | 21,894 | $12.2M |
| Exchange Capital Management, Inc. | 1.98% | Reduce -1.4% | 21,845 | $12.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +4.5% | 21,291 | $11.8M |
| First Financial Bank - Trust Division | 1.13% | Reduce -7.4% | 21,223 | $11.8M |
| IMC-Chicago, LLC | 0.41% | Reduce -92.9% | 21,175 | $11.8M |
| Trifecta Capital Advisors, LLC | 2.83% | Add +1.0% | 20,928 | $11.6M |
| Dumont & Blake Investment Advisors LLC | 3.28% | Reduce -1.3% | 20,474 | $11.4M |
| Pachira Investments Inc. | 9.26% | Reduce -2.4% | 20,368 | $11.3M |
| Cwm, LLC | 0.05% | Reduce -4.4% | 20,276 | $11.3M |
| Brown Brothers Harriman & Co. | 0.09% | Reduce -3.5% | 20,191 | $11.2M |
| jvl associates llc | 4.58% | Reduce -0.1% | 19,992 | $11.1M |
| Linscomb Wealth, Inc. | 0.57% | Reduce -2.9% | 19,785 | $11.0M |
| Agf Management Ltd. | 0.06% | Reduce -2.5% | 19,747 | $11.0M |
| Old National Bancorp | 0.26% | Reduce -1.9% | 19,688 | $11.0M |
| Lutz Financial Services LLC | 0.95% | Reduce -0.2% | 19,597 | $10.9M |
| Central Bank & Trust Co. | 1.55% | Reduce -1.4% | 19,488 | $10.8M |
| Bordeaux Wealth Advisors LLC | 3.55% | No change | 19,184 | $10.7M |
| Means Investment Co., Inc. | 1.35% | Reduce -23.1% | 18,770 | $10.4M |
| NBT Bank, N.A. | 0.75% | Reduce -1.9% | 18,434 | $10.3M |
| First Merchants Corp. | 0.77% | Reduce -0.1% | 18,422 | $10.2M |
| Evercore Wealth Management, LLC | 0.16% | Reduce -8.6% | 18,333 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +6.6% | 18,105 | $10.1M |
| Kingfisher Capital LLC | 2.43% | Add +0.2% | 17,981 | $10.0M |
| Arvest Investments, Inc. | 1.58% | Reduce -2.1% | 17,880 | $9.9M |
| Harbour Trust & Investment Management Co | 1.24% | Reduce -0.4% | 17,744 | $9.9M |
| Yousif Capital Management, LLC | 0.11% | Add +50.5% | 17,702 | $9.8M |
| Fifth Third Securities, Inc. | 0.95% | Add +0.5% | 17,617 | $9.8M |
| Hummer Financial Advisory Services Inc | 8.02% | Add +2.8% | 17,453 | $9.7M |
| Peddock Capital Advisors, LLC | 2.55% | Add +6.5% | 17,464 | $9.7M |
| Mechanics Bank Trust Department | 1.43% | Reduce -3.1% | 17,456 | $9.7M |
| Flow Traders U.S. LLC | 0.52% | Add +61.5% | 17,352 | $9.7M |
| Legacy Advisors, LLC | 1.20% | Reduce -2.1% | 17,076 | $9.5M |
| GTS Securities LLC | 0.25% | Reduce -20.4% | 16,600 | $9.2M |
| Howard Capital Management, LLC | 1.00% | Add +1.3% | 16,426 | $9.1M |
| Boston Financial Mangement LLC | 0.29% | No change | 16,382 | $9.1M |
| Capstone Financial Advisors, Inc. | 0.61% | Reduce -0.4% | 16,229 | $9.0M |
| Tiaa Trust, National Association | 0.03% | Add +0.1% | 16,216 | $9.0M |
| Financial & Tax Architects, LLC | 2.47% | Add +2639.5% | 16,163 | $9.0M |
| Savant Capital, LLC | 0.10% | Reduce -0.5% | 16,160 | $9.0M |
| Raymond James Trust N.A. | 0.22% | Reduce -1.3% | 16,143 | $9.0M |
| Boston Family Office LLC | 0.64% | Reduce -3.8% | 16,111 | $9.0M |
| KCM Investment Advisors LLC | 0.33% | Reduce -3.3% | 15,984 | $8.9M |
| GFS Advisors, LLC | 1.47% | No change | 15,978 | $8.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +70.3% | 15,926 | $8.9M |
| World Investment Advisors | 1.27% | Reduce -36.4% | 10,132 | $8.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.6% | 15,754 | $8.7M |
| Grove Bank & Trust | 1.40% | Reduce -2.7% | 14,923 | $8.3M |
| Granite FO LLC | 4.84% | Add +49.8% | 14,731 | $8.2M |
| HRT Financial LP | 0.05% | New | 14,331 | $8.0M |
| Victory Financial Group, LLC | 4.71% | Add +13.9% | 14,289 | $8.0M |
| Canopy Partners, LLC | 3.88% | Add +2.5% | 14,273 | $7.9M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $7.9M |
| Pacific Center for Financial Services | 2.23% | Add +1.0% | 14,080 | $7.8M |
| RMR Wealth Builders | 0.95% | Add +0.6% | 14,057 | $7.8M |
| Franklin Resources Inc. | 0.00% | Add +15.7% | 14,049 | $7.8M |
| Montz Harcus Wealth Management LLC | 5.26% | Reduce -0.7% | 13,974 | $7.8M |
| Boyd Watterson Asset Management LLC | 2.82% | No change | 13,930 | $7.8M |
| Smith Anglin Financial, LLC | 0.79% | Add +0.1% | 13,780 | $7.7M |
| Unionview, LLC | 6.34% | Add +0.2% | 13,769 | $7.7M |
| Chesley Taft & Associates LLC | 0.39% | Reduce -0.3% | 13,680 | $7.6M |
| Busey Bank | 0.27% | Reduce -0.4% | 13,623 | $7.6M |
| Arbor Trust Wealth Advisors, LLC | 4.08% | Add +2.4% | 13,801 | $7.4M |
| Csenge Advisory Group | 0.41% | Add +8.0% | 13,270 | $7.4M |
| Colorado Capital Management, Inc. | 4.25% | Reduce -1.1% | 13,197 | $7.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +39.6% | 12,305 | $7.3M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -0.9% | 13,126 | $7.3M |
| Ameritas Investment Partners, Inc. | 0.25% | Reduce -27.7% | 13,045 | $7.3M |
| Meridian Wealth Advisors, LLC | 1.35% | Reduce -0.7% | 12,906 | $7.2M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.8% | 12,893 | $7.2M |
| Williams Jones Wealth Management, LLC. | 0.09% | Reduce -0.1% | 12,802 | $7.1M |
| Hanover Advisors Inc. | 2.96% | Add +15.5% | 12,692 | $7.1M |
| NorthCoast Asset Management LLC | 0.09% | New | 12,642 | $7.0M |
| Palisade Asset Management, LLC | 0.68% | Reduce -15.4% | 12,562 | $7.0M |
| Goelzer Investment Management, Inc. | 0.39% | Reduce -2.0% | 12,462 | $6.9M |
| Lincoln National Corp. | 0.11% | Add +9.1% | 12,403 | $6.9M |
| Scarborough Advisors, LLC | 3.18% | Add +7.0% | 12,356 | $6.9M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -2.1% | 12,323 | $6.9M |
| Staley Capital Advisers Inc. | 0.32% | No change | 12,267 | $6.8M |
| Community Bank, N.A. | 0.89% | Reduce -1.5% | 12,245 | $6.8M |
| Dakota Wealth Management | 0.17% | Reduce -5.0% | 12,238 | $6.8M |
| Steel Grove Capital Advisors, LLC | 0.87% | Reduce -18.0% | 11,822 | $6.6M |
| Sand Hill Global Advisors, LLC | 0.31% | Reduce -0.5% | 11,815 | $6.6M |
| Synovus Financial Corp. | 0.09% | Add +86.8% | 11,808 | $6.6M |
| Madison Park Capital Advisors, LLC | 5.71% | Add +2.3% | 11,774 | $6.6M |
| Wexford Capital LP | 1.33% | New | 11,710 | $6.5M |
| Callan Family Office, LLC | 1.52% | Add +14.9% | 11,639 | $6.5M |
| Boothbay Fund Management, LLC | 0.20% | Reduce -48.7% | 11,546 | $6.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.69% | Add +0.3% | 11,482 | $6.4M |
| Retirement Income Solutions, Inc. | 1.44% | Reduce -0.4% | 11,377 | $6.3M |
| Pegasus Partners Ltd. | 0.67% | Reduce -6.7% | 11,366 | $6.3M |
| TKG Advisors, LLC | 3.51% | Add +7.2% | 11,305 | $6.3M |
| Adirondack Trust Co. | 2.58% | Reduce -0.4% | 11,099 | $6.2M |
| Highland Capital Management, LLC | 0.35% | No change | 11,071 | $6.2M |
| Diversified Portfolios, Inc. | 0.86% | Reduce -0.5% | 10,988 | $6.1M |
| Latigo Investments, LLC | 3.13% | No change | 10,962 | $6.1M |
| HB Wealth Management, LLC | 0.08% | Reduce -0.1% | 10,736 | $6.0M |
| Cercano Management LLC | 0.16% | New | 10,598 | $5.9M |
| Peak Asset Management, LLC | 1.15% | Reduce -5.6% | 10,409 | $5.8M |
| American International Group, Inc. | 0.02% | Reduce -53.8% | 10,400 | $5.8M |
| Gries Financial LLC | 0.95% | Reduce -0.6% | 10,244 | $5.7M |
| Firestone Capital Management | 1.58% | Reduce -0.7% | 10,211 | $5.7M |
| Leavell Investment Management, Inc. | 0.33% | Reduce -3.1% | 10,190 | $5.7M |
| Mayflower Financial Advisors, LLC | 0.93% | Reduce -1.4% | 10,005 | $5.6M |
| RBF Capital, LLC | 0.31% | No change | 10,000 | $5.6M |
| Lodestar Private Asset Management LLC | 0.79% | Reduce -0.4% | 9,995 | $5.6M |
| Bank of New Hampshire | 1.46% | Reduce -1.4% | 9,962 | $5.5M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -2.5% | 9,927 | $5.5M |
| Bokf, NA | 0.10% | Reduce -3.6% | 9,993 | $5.5M |
| Flputnam Investment Management Co. | 0.12% | Add +6.1% | 9,818 | $5.5M |
| Resonant Capital Advisors, LLC | 0.47% | Add +0.2% | 9,759 | $5.4M |
| Associated Banc-Corp | 0.17% | Reduce -2.8% | 9,752 | $5.4M |
| CENTRAL TRUST Co | 0.13% | Reduce -2.8% | 9,610 | $5.3M |
| Motco | 0.32% | Reduce -1.0% | 9,568 | $5.3M |
| Cape Cod Five Cents Savings Bank | 0.51% | Reduce -2.9% | 9,557 | $5.3M |
| Sageworth Trust Co | 0.34% | Reduce -3.4% | 9,506 | $5.3M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,444 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.0% | 9,432 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -49.4% | 9,249 | $5.1M |
| Balboa Wealth Partners | 1.62% | Reduce -0.1% | 9,111 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.3% | 8,999 | $5.0M |
| G&S Capital LLC | 2.22% | Add +2.4% | 8,963 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.14% | Add +80.3% | 8,902 | $5.0M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +4.4% | 8,779 | $4.9M |
| Vantage Financial Partners Ltd., Inc. | 1.27% | Reduce -39.2% | 8,751 | $4.9M |
| KMG Fiduciary Partners, LLC | 0.50% | Reduce -0.6% | 8,674 | $4.8M |
| Court Place Advisors, LLC | 1.55% | Reduce -4.8% | 8,646 | $4.8M |
| Sonata Capital Group Inc. | 2.19% | Reduce -5.3% | 8,635 | $4.8M |
| Ti-Trust, Inc. | 3.50% | Add +5.0% | 8,566 | $4.8M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.9% | 8,499 | $4.7M |
| AMG National Trust Bank | 0.14% | Add +0.1% | 8,456 | $4.7M |
| Allworth Financial LP | 0.03% | Reduce -2.5% | 8,434 | $4.7M |
| Intrepid Financial Planning Group LLC | 2.02% | Reduce -1.0% | 8,410 | $4.7M |
| Barrett & Company, Inc. | 2.20% | Add +5.9% | 8,353 | $4.6M |
| Sigma Planning Corp | 0.14% | Add +600.9% | 8,284 | $4.6M |
| Weil Company, Inc. | 1.81% | Reduce -0.8% | 8,198 | $4.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.63% | Add +7.3% | 8,131 | $4.5M |
| Highview Capital Management LLC | 2.03% | No change | 8,118 | $4.5M |
| CMG Global Holdings, LLC | 3.09% | No change | 8,091 | $4.5M |
| Salomon & Ludwin, LLC | 0.38% | Reduce -1.4% | 8,036 | $4.5M |
| Inspire Trust Co, N.A. | 2.49% | Add +66.0% | 8,022 | $4.5M |
| Evensky & Katz LLC | 0.31% | Reduce -1.0% | 7,998 | $4.5M |
| HSBC Holdings PLC | 0.00% | Reduce -7.7% | 7,885 | $4.4M |
| Bay Rivers Group | 2.41% | Add +4.6% | 7,874 | $4.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | No change | 7,823 | $4.4M |
| Benchmark Financial Wealth Advisors, LLC | 1.65% | Reduce -3.2% | 7,783 | $4.3M |
| Madison Asset Management, LLC | 0.05% | Reduce -57.5% | 7,769 | $4.3M |
| Harbour Investments, Inc. | 0.15% | Add +6.7% | 7,752 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.25% | Reduce -0.9% | 7,720 | $4.3M |
| OneDigital Investment Advisors LLC | 0.07% | Add +10.6% | 7,698 | $4.3M |
| Houlihan Financial Resource Group, Ltd. | 1.92% | Add +0.0% | 7,676 | $4.3M |
| Segment Wealth Management, LLC | 0.32% | Reduce -3.8% | 7,561 | $4.2M |
| SVB Wealth LLC | 0.09% | Add +13.3% | 7,558 | $4.2M |
| LYNX Capital Group Ltd. | 2.80% | Add +8.1% | 7,454 | $4.1M |
| Focus Partners Wealth | 0.03% | Reduce -34.0% | 7,451 | $4.1M |
| Keybank National Association | 0.02% | Reduce -6.0% | 7,408 | $4.1M |
| RVW Wealth, LLC | 0.42% | Reduce -10.7% | 7,379 | $4.1M |
| Renaissance Investment Group LLC | 0.94% | Reduce -1.2% | 7,340 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -1.9% | 7,224 | $4.0M |
| Haverford Trust Co | 0.04% | Add +4.4% | 7,114 | $4.0M |
| IFP Advisors, Inc | 0.17% | Add +1287.3% | 7,103 | $4.0M |
| Union Savings Bank | 2.06% | Reduce -0.1% | 7,072 | $3.9M |
| North Star Investment Management Corp. | 0.28% | Add +4.1% | 7,051 | $3.9M |
| JMG Financial Group, Ltd. | 0.15% | Reduce -0.0% | 7,049 | $3.9M |
| Midwest Financial Group LLC | 2.61% | Add +4.0% | 6,992 | $3.9M |
| Davis R M Inc. | 0.08% | Reduce -4.9% | 6,962 | $3.9M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -8.6% | 6,902 | $3.8M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.61% | Add +2.2% | 7,265 | $3.8M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -14.4% | 6,890 | $3.8M |
| Bailard, Inc. | 0.10% | Add +0.9% | 6,780 | $3.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.8% | 6,729 | $3.7M |
| Ieq Capital, LLC | 0.05% | No change | 6,721 | $3.7M |
| Smith Chas P & Associates Pa Cpas | 0.22% | Add +668.5% | 6,624 | $3.7M |
| Summit Wealth Partners, LLC | 0.78% | Reduce -0.1% | 6,590 | $3.7M |
| Prospera Financial Services Inc | 0.11% | Reduce -15.8% | 6,570 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +39.5% | 6,555 | $3.6M |
| Glen Eagle Advisors, LLC | 0.69% | Reduce -1.9% | 6,535 | $3.6M |
| Steph & Co. | 1.24% | Reduce -34.3% | 6,485 | $3.6M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -0.1% | 6,484 | $3.6M |
| Ballentine Partners, LLC | 0.07% | Add +0.0% | 6,439 | $3.6M |
| Gould Asset Management LLC | 0.87% | Reduce -1.5% | 6,436 | $3.6M |
| First Citizens Bank & Trust Co. | 0.07% | Add +41.6% | 6,373 | $3.5M |
| Fiduciary Trust Co | 0.05% | Reduce -2.1% | 6,372 | $3.5M |
| Bristlecone Advisors, LLC | 0.31% | Reduce -0.2% | 6,354 | $3.5M |
| Charter Research & Investment Group, Inc. | 2.79% | Add +0.3% | 6,327 | $3.5M |
| Johnson Financial Group, Inc. | 0.19% | Add +7.0% | 6,314 | $3.5M |
| Sepio Capital, LP | 0.30% | No change | 6,300 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +1.2% | 6,293 | $3.5M |
| Choreo, LLC | 0.09% | Add +2.9% | 6,289 | $3.5M |
| Clear Point Advisors Inc. | 2.84% | Reduce -3.9% | 6,205 | $3.5M |
| Insigneo Advisory Services, LLC | 0.41% | Reduce -21.6% | 6,178 | $3.4M |
| Fifth Third Bancorp | 0.01% | Reduce -8.8% | 6,098 | $3.4M |
| Breakwater Capital Group | 0.84% | Add +10.5% | 6,037 | $3.4M |
| Keystone Financial Group | 0.49% | Add +2.2% | 5,984 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.11% | Add +4.9% | 5,960 | $3.3M |
| Paulson Wealth Management Inc. | 0.97% | Add +26.3% | 5,909 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.8% | 5,899 | $3.3M |
| Paladin Advisory Group, LLC | 2.57% | Reduce -6.7% | 5,890 | $3.3M |
| Romano Brothers and Company | 0.45% | Reduce -0.0% | 5,847 | $3.3M |
| Orange Investment Advisors, Inc. | 0.39% | Reduce -14.3% | 5,816 | $3.2M |
| Lionsbridge Wealth Management LLC | 2.50% | Reduce -4.1% | 5,800 | $3.2M |
| Relative Value Partners Group, LLC | 0.20% | No change | 6,467 | $3.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +1.8% | 5,786 | $3.2M |
| Audent Global Asset Management, LLC | 3.24% | Add +2.7% | 5,687 | $3.2M |
| Whalerock Point Partners, LLC | 0.89% | Reduce -3.5% | 5,645 | $3.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.7% | 5,619 | $3.1M |
| Proficio Capital Partners LLC | 0.34% | Add +64.1% | 5,605 | $3.1M |
| Regents of the University of California | 0.91% | No change | 5,600 | $3.1M |
| Sabal Trust CO | 0.18% | Reduce -7.6% | 5,565 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Reduce -6.1% | 5,527 | $3.1M |
| Pegasus Asset Management, Inc. | 0.96% | No change | 5,520 | $3.1M |
| Joel Isaacson & Co., LLC | 0.17% | Add +0.2% | 5,482 | $3.1M |
| Larson Financial Group LLC | 0.23% | Add +759.3% | 5,465 | $3.0M |
| Summit Financial, LLC | 0.18% | Add +21.3% | 5,450 | $3.0M |
| IFG Advisory, LLC | 0.23% | Reduce -1.7% | 5,434 | $3.0M |
| Penobscot Investment Management Company, Inc. | 0.32% | Add +1.1% | 5,401 | $3.0M |
| Keeley-Teton Advisors, LLC | 0.37% | Add +7.5% | 5,387 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Add +179.4% | 5,370 | $3.0M |
| Rwa Wealth Partners, LLC | 0.04% | Add +0.0% | 5,321 | $3.0M |
| Matrix Asset Advisors Inc. | 0.35% | Reduce -4.1% | 5,275 | $2.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.72% | Add +2.3% | 5,255 | $2.9M |
| Global Retirement Partners, LLC | 0.11% | Reduce -1.0% | 5,221 | $2.9M |
| NewEdge Advisors, LLC | 0.03% | Add +13.1% | 5,211 | $2.9M |
| Miller Investment Management, LP | 0.37% | No change | 5,201 | $2.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.18% | Reduce -4.1% | 5,198 | $2.9M |
| PFG Advisors | 0.21% | Reduce -0.9% | 5,171 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -32.7% | 5,162 | $2.9M |
| Flagstar Securities, Inc. | 0.79% | Add +6.4% | 5,121 | $2.9M |
| Greenleaf Trust | 0.03% | Reduce -3.9% | 5,130 | $2.9M |
| Vanguard Group Inc. | 0.00% | Add +2.6% | 5,117 | $2.8M |
| Argent Trust Co | 0.13% | Reduce -0.9% | 5,098 | $2.8M |
| Shoker Investment Counsel, Inc. | 1.01% | Reduce -1.1% | 5,116 | $2.8M |
| Spinnaker Trust | 0.18% | Add +6.5% | 5,075 | $2.8M |
| Money Concepts Capital Corp. | 0.26% | New | 5,038 | $2.8M |
| St. Johns Investment Management Company, LLC | 1.34% | Reduce -9.9% | 5,024 | $2.8M |
| Sterling Investment Advisors, Ltd. | 0.78% | Reduce -5.3% | 5,014 | $2.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -0.3% | 5,323 | $2.8M |
| Diversified Trust Co. | 0.08% | Add +10.1% | 5,002 | $2.8M |
| Delta Financial Group, Inc. | 0.81% | Add +5.3% | 4,964 | $2.8M |
| Connecticut Wealth Management, LLC | 0.15% | Reduce -0.9% | 4,953 | $2.8M |
| Gilman Hill Asset Management, LLC | 0.49% | Reduce -1.1% | 4,946 | $2.8M |
| Raffa Wealth Management, LLC | 0.81% | Reduce -50.0% | 4,917 | $2.7M |
| Private Trust Co. NA | 0.30% | Reduce -1.9% | 4,916 | $2.7M |
| Asset Management Group, Inc. | 0.41% | Reduce -0.1% | 4,845 | $2.7M |
| Cambridge Trust Co. | 0.10% | Add +13.7% | 4,841 | $2.7M |
| Courier Capital LLC | 0.19% | Reduce -0.5% | 4,832 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Add +2.9% | 4,999 | $2.7M |
| New England Private Wealth Advisors LLC | 0.46% | No change | 4,720 | $2.6M |
| Woodstock Corp. | 0.27% | Add +5.2% | 4,719 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +16.2% | 4,710 | $2.6M |
| Advisory Services Network, LLC | 0.06% | Add +23.2% | 4,701 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +18.4% | 4,695 | $2.6M |
| Precedent Wealth Partners, LLC | 1.12% | Add +2.6% | 4,691 | $2.6M |
| Naples Global Advisors, LLC | 0.27% | Reduce -16.3% | 4,675 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 1.21% | Reduce -1.3% | 4,598 | $2.6M |
| Hoylecohen, LLC | 0.20% | Add +0.2% | 4,595 | $2.6M |
| West Paces Advisors Inc. | 0.67% | No change | 4,562 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +318.5% | 4,549 | $2.5M |
| Sage Financial Management Group, Inc. | 1.19% | Add +3.1% | 4,519 | $2.5M |
| Coastline Trust Co | 0.30% | Reduce -6.9% | 4,504 | $2.5M |
| Element Pointe Advisors, LLC | 0.64% | No change | 4,500 | $2.5M |
| Graypoint LLC | 0.18% | Add +0.4% | 4,496 | $2.5M |
| Davidson Trust Co. | 1.46% | No change | 4,495 | $2.5M |
| Venturi Wealth Management, LLC | 0.16% | Add +4.1% | 4,422 | $2.5M |
| Baron Financial Group, LLC | 1.52% | Reduce -4.3% | 4,413 | $2.5M |
| Tower View Wealth Management LLC | 1.43% | Add +3.1% | 4,395 | $2.4M |
| Veracity Capital LLC | 0.94% | Reduce -36.9% | 4,359 | $2.4M |
| Element Wealth, LLC | 1.41% | Reduce -0.1% | 4,340 | $2.4M |
| Winthrop Advisory Group LLC | 0.35% | Reduce -12.6% | 4,320 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | No change | 4,197 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.11% | Reduce -7.0% | 4,202 | $2.3M |
| Whitegate Investment Counselors, Inc. | 0.65% | No change | 4,150 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +2.3% | 5,024 | $2.3M |
| Transatlantique Private Wealth LLC | 1.00% | Reduce -0.3% | 4,134 | $2.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +4.6% | 4,115 | $2.3M |
| NorthRock Partners, LLC | 0.09% | Reduce -3.6% | 4,105 | $2.3M |
| UMB Bank, n.a. | 0.04% | No change | 4,085 | $2.3M |
| Revolve Wealth Partners, LLC | 0.38% | Add +2.3% | 4,033 | $2.2M |
| Cambridge Advisors Inc. | 0.53% | Reduce -1.9% | 4,029 | $2.2M |
| Horizon Family Wealth, Inc. | 1.72% | New | 4,007 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -7.7% | 3,911 | $2.2M |
| WealthBridge Capital Management, LLC | 0.75% | Add +1.8% | 4,001 | $2.2M |
| Soltis Investment Advisors LLC | 0.25% | Add +0.4% | 3,974 | $2.2M |
| Old Second National Bank of Aurora | 0.57% | No change | 3,964 | $2.2M |
| InTrack Investment Management Inc | 1.63% | Reduce -0.1% | 3,945 | $2.2M |
| Nicolet Advisory Services, LLC | 0.22% | Add +3.1% | 3,971 | $2.2M |
| TD Private Client Wealth LLC | 0.07% | Add +17.6% | 3,914 | $2.2M |
| Eldridge Investment Advisors, Inc. | 0.56% | No change | 3,911 | $2.2M |
| Lake Street Advisors Group, LLC | 0.10% | Add +14.7% | 3,896 | $2.2M |
| Lindbrook Capital, LLC | 0.20% | Add +14.1% | 3,871 | $2.2M |
| Lowe Wealth Advisors, LLC | 1.00% | Add +1.0% | 3,869 | $2.2M |
| Intelligent Financial Strategies | 1.33% | No change | 3,857 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.69% | Reduce -1.0% | 3,853 | $2.1M |
| Caprock Group, LLC | 0.12% | Add +0.0% | 3,822 | $2.1M |
| Jordan Park Group LLC | 0.13% | No change | 3,810 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.32% | Add +5.5% | 3,789 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.90% | Reduce -17.1% | 3,765 | $2.1M |
| Crescent Sterling, Ltd. | 1.91% | Add +1.4% | 3,757 | $2.1M |
| Quantum Private Wealth, LLC | 0.75% | No change | 3,655 | $2.0M |
| Meridian Financial Advisors, LLC | 1.51% | Add +0.0% | 3,637 | $2.0M |
| Belpointe Asset Management LLC | 0.15% | Reduce -23.4% | 3,618 | $2.0M |
| 1834 Investment Advisors Co. | 0.24% | No change | 3,586 | $2.0M |
| International Assets Investment Management, LLC | 0.21% | Add +20.7% | 3,582 | $2.0M |
| Embree Financial Group | 0.39% | Reduce -2.9% | 3,535 | $2.0M |
| Harvest Investment Services, LLC | 0.79% | Reduce -4.1% | 3,530 | $2.0M |
| Tsfg, LLC | 0.50% | No change | 3,529 | $2.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.55% | No change | 3,517 | $2.0M |
| Investment Advisory Group, LLC | 0.81% | Reduce -4.1% | 3,510 | $2.0M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 3,509 | $2.0M |
| Atria Investments, Inc | 0.03% | Reduce -4.6% | 3,474 | $1.9M |
| Northwest Bancshares, Inc. | 0.30% | Reduce -1.6% | 3,469 | $1.9M |
| Meridian Investment Counsel Inc. | 0.63% | Add +1.2% | 3,422 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Reduce -1.1% | 3,420 | $1.9M |
| Freestone Capital Holdings, LLC | 0.07% | Reduce -2.0% | 3,404 | $1.9M |
| Paragon Capital Management Ltd | 0.34% | No change | 3,400 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.84% | Reduce -3.7% | 3,387 | $1.9M |
| Kelman-Lazarov, Inc. | 0.37% | No change | 3,384 | $1.9M |
| Capital Planning Advisors, LLC | 0.33% | No change | 3,375 | $1.9M |
| Gridiron Partners, LLC | 1.20% | No change | 3,373 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +6.4% | 3,370 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 3,622 | $1.9M |
| Beacon Bridge Wealth Partners, LLC | 0.88% | Add +6.7% | 3,362 | $1.9M |
| Sovereign Financial Group, Inc. | 0.50% | Add +0.1% | 3,360 | $1.9M |
| Compass Wealth Management LLC | 0.47% | Reduce -0.7% | 3,341 | $1.9M |
| Two Sigma Securities, LLC | 0.09% | Add +166.2% | 3,338 | $1.9M |
| Farrow Financial, Inc. | 1.30% | Reduce -2.5% | 3,324 | $1.8M |
| GenTrust, LLC | 0.11% | Reduce -0.8% | 3,317 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 3,319 | $1.8M |
| Wesbanco Bank Inc. | 0.07% | Reduce -2.0% | 3,317 | $1.8M |
| Sunflower Bank, N.A. | 0.41% | Reduce -0.8% | 3,297 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.9% | 3,179 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -3.1% | 3,167 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.15% | Reduce -0.8% | 3,162 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +10.5% | 3,156 | $1.8M |
| Mathes Company, Inc. | 0.66% | No change | 3,150 | $1.8M |
| Darrow Company, Inc. | 1.14% | No change | 3,128 | $1.7M |
| L.M. Kohn & Company | 0.48% | No change | 3,097 | $1.7M |
| Brevan Howard Capital Management LP | 0.16% | New | 3,075 | $1.7M |
| Texas Permanent School Fund Corp. | 0.01% | Reduce -58.6% | 3,074 | $1.7M |
| Aspiriant, LLC | 0.07% | No change | 3,071 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Add +0.1% | 3,065 | $1.7M |
| Waverly Advisors, LLC | 0.04% | Add +11.2% | 3,064 | $1.7M |
| Avantax Planning Partners, Inc. | 0.06% | Add +2.6% | 3,064 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -2.6% | 3,056 | $1.7M |
| GM Advisory Group, LLC | 0.12% | No change | 3,037 | $1.7M |
| AlTi Global, Inc. | 0.05% | Add +5.4% | 3,004 | $1.7M |
| Credit Suisse AG/ | 0.00% | Reduce -80.3% | 3,002 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | Reduce -31.9% | 2,958 | $1.6M |
| Manchester Capital Management LLC | 0.20% | No change | 2,928 | $1.6M |
| XML Financial, LLC | 0.17% | Reduce -1.3% | 2,919 | $1.6M |
| Blue Fin Capital, Inc. | 0.36% | Add +16.1% | 2,906 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.40% | No change | 2,894 | $1.6M |
| Coyle Financial Counsel LLC | 0.57% | Reduce -1.5% | 2,872 | $1.6M |
| Providence First Trust Co | 0.68% | No change | 2,831 | $1.6M |
| Wunderlich Capital Managemnt | 0.70% | Reduce -10.4% | 2,789 | $1.6M |
| Hardy Reed LLC | 0.19% | No change | 2,775 | $1.5M |
| Portfolio Strategies, Inc. | 0.10% | New | 2,775 | $1.5M |
| Advus Financial Partners, LLC | 0.48% | Reduce -1.5% | 2,769 | $1.5M |
| ORBA Wealth Advisors, L.L.C. | 0.85% | Reduce -5.3% | 2,758 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -9.4% | 2,935 | $1.5M |
| Harbor Advisory Corp. | 0.52% | No change | 2,743 | $1.5M |
| Edge Financial Advisors LLC | 1.34% | — | 2,737 | $1.5M |
| Osborne Partners Capital Management, LLC | 0.09% | Add +18.9% | 2,726 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.5% | 2,673 | $1.5M |
| Emprise Bank | 1.00% | — | 2,669 | $1.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +1.9% | 2,668 | $1.5M |
| Disciplined Investments, LLC | 0.81% | Reduce -0.9% | 2,665 | $1.5M |
| High Falls Advisors, Inc | 0.37% | Add +0.0% | 2,638 | $1.5M |
| Sentinel Trust Co. Lba | 0.19% | Reduce -9.4% | 2,631 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +24.6% | 2,622 | $1.5M |
| Marble Harbor Investment Counsel, LLC | 0.17% | No change | 2,600 | $1.4M |
| TCTC Holdings, LLC | 0.05% | No change | 2,597 | $1.4M |
| Founders Financial Securities LLC | 0.15% | Reduce -18.0% | 2,590 | $1.4M |
| Essex Financial Services, Inc. | 0.13% | Add +25.8% | 2,584 | $1.4M |
| Bremer Bank National Association | 0.27% | Reduce -4.2% | 2,583 | $1.4M |
| Zions Bancorporation, N.A. | 0.11% | No change | 2,583 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.30% | Reduce -5.0% | 2,573 | $1.4M |
| Horizon Investments, LLC | 0.04% | Reduce -13.8% | 2,568 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.12% | Reduce -3.6% | 2,563 | $1.4M |
| Nwam LLC | 0.12% | Reduce -10.6% | 2,579 | $1.4M |
| GEM Asset Management, LLC | 0.95% | No change | 2,724 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.05% | New | 2,521 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,521 | $1.4M |
| ARK & TLK Investments, LLC | 0.54% | Add +0.0% | 2,500 | $1.4M |
| CX Institutional | 0.07% | No change | 2,493 | $1.4M |
| Middleton & Co. Inc. | 0.16% | No change | 2,461 | $1.4M |
| CIC Wealth, LLC | 0.39% | No change | 2,439 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +157.3% | 2,429 | $1.4M |
| Altfest L J & Co. Inc. | 0.19% | Reduce -24.4% | 2,428 | $1.4M |
| Spire Wealth Management | 0.02% | Reduce -3.0% | 2,415 | $1.3M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -3.8% | 2,408 | $1.3M |
| Cozad Asset Management Inc. | 0.14% | No change | 2,403 | $1.3M |
| Montecito Bank & Trust | 0.27% | No change | 2,402 | $1.3M |
| Spectrum Wealth Counsel, LLC | 0.16% | Reduce -42.6% | 2,400 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | New | 2,399 | $1.3M |
| Fidelis Capital Partners, LLC | 0.20% | Reduce -15.4% | 2,395 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.3% | 2,343 | $1.3M |
| Triumph Capital Management | 0.53% | Add +53.1% | 2,357 | $1.3M |
| TruWealth Advisors, LLC | 0.09% | No change | 2,309 | $1.3M |
| Braun Stacey Associates Inc. | 0.05% | Reduce -1.2% | 2,307 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +27.7% | 2,304 | $1.3M |
| Becker Capital Management Inc. | 0.04% | Reduce -1.5% | 2,299 | $1.3M |
| Lyell Wealth Management, LP | 0.13% | Reduce -2.2% | 2,300 | $1.3M |
| Millennium Management | 0.00% | Reduce -53.2% | 2,279 | $1.3M |
| Howe & Rusling Inc. | 0.12% | Reduce -2.0% | 2,278 | $1.3M |
| Rothschild Wealth LLC | 0.45% | — | 2,277 | $1.3M |
| Stone Summit Wealth LLC | 0.44% | New | 2,269 | $1.3M |
| ARS Investment Partners, LLC | 0.13% | Reduce -1.9% | 2,269 | $1.3M |
| Independent Financial Group, LLC | 0.06% | Add +3.8% | 2,265 | $1.3M |
| Allred Capital Management, LLC | 0.49% | Reduce -27.8% | 2,263 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +153.1% | 2,361 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Reduce -4.1% | 2,260 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -49.2% | 2,234 | $1.2M |
| 9258 Wealth Management, LLC | 0.19% | Reduce -0.9% | 2,231 | $1.2M |
| Zhang Financial LLC | 0.09% | No change | 2,224 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.07% | No change | 2,218 | $1.2M |
| LBMC Investment Advisors, LLC | 0.11% | No change | 2,220 | $1.2M |
| Rhumbline Advisers | 0.00% | Reduce -82.4% | 2,200 | $1.2M |
| Roberts Glore & Co. Inc. | 0.37% | Add +81.3% | 2,195 | $1.2M |
| Peterson Wealth Management | 0.88% | Reduce -2.7% | 2,188 | $1.2M |
| LM Advisors LLC | 0.21% | Add +57.1% | 2,185 | $1.2M |
| Warner Financial, Inc. | 0.61% | Add +0.1% | 2,183 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +9.9% | 2,180 | $1.2M |
| Pacific Financial Group Inc. | 0.83% | Add +5.3% | 2,175 | $1.2M |
| Financial Partners Group, LLC | 0.47% | Add +406.3% | 2,167 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +121.3% | 2,158 | $1.2M |
| United Bank | 0.14% | No change | 2,128 | $1.2M |
| Gryphon Financial Partners LLC | 0.20% | Add +170.3% | 2,111 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 2,101 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.22% | No change | 2,099 | $1.2M |
| Taylor Financial Group, Inc. | 0.89% | No change | 2,099 | $1.2M |
| Bank of Hawaii | 0.06% | Add +38.2% | 2,087 | $1.2M |
| Walden Wealth Partners LLC | 0.67% | No change | 2,122 | $1.1M |
| Glassman Wealth Services | 0.23% | No change | 2,049 | $1.1M |
| SOL Capital Management CO | 0.14% | Reduce -4.7% | 2,045 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +201.8% | 2,037 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 2,032 | $1.1M |
| Mgo One Seven LLC | 0.06% | Reduce -0.9% | 2,030 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.27% | Reduce -1.2% | 2,022 | $1.1M |
| White Pine Capital LLC | 0.42% | Add +0.5% | 2,132 | $1.1M |
| Trexquant Investment LP | 0.02% | Add +45.9% | 1,993 | $1.1M |
| NCM Capital Management, LLC | 0.62% | No change | 1,988 | $1.1M |
| STAR Financial Bank | 0.94% | Reduce -1.0% | 1,985 | $1.1M |
| J. Goldman & Co LP | 0.05% | New | 1,985 | $1.1M |
| Bill Few Associates, Inc. | 0.45% | Add +0.7% | 1,983 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.08% | No change | 1,980 | $1.1M |
| Frisch Financial Group, Inc. | 0.37% | Add +0.3% | 1,979 | $1.1M |
| Choate Investment Advisors | 0.03% | Reduce -12.9% | 1,972 | $1.1M |
| Forza Wealth Management, LLC | 0.57% | No change | 1,960 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -1.0% | 1,959 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.30% | Add +6.6% | 2,082 | $1.1M |
| Sebold Capital Management, Inc. | 0.73% | Reduce -1.4% | 1,948 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.42% | Add +0.8% | 2,067 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Add +0.4% | 1,939 | $1.1M |
| Elevation Wealth Partners, LLC | 0.54% | Reduce -0.5% | 1,936 | $1.1M |
| Maltin Wealth Management, Inc. | 0.61% | Add +0.3% | 1,935 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.4% | 1,931 | $1.1M |
| LCNB Corp. | 0.39% | Reduce -1.8% | 1,930 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +6.5% | 1,907 | $1.1M |
| Tompkins Financial Corp. | 0.12% | No change | 1,904 | $1.1M |
| Private Wealth Group, LLC | 0.54% | No change | 1,887 | $1.0M |
| JFS Wealth Advisors, LLC | 0.08% | Add +70.7% | 1,879 | $1.0M |
| Man Group plc | 0.00% | Reduce -62.0% | 1,877 | $1.0M |
| Bear Mountain Capital, Inc. | 0.45% | No change | 2,019 | $1.0M |
| Truepoint, Inc. | 0.03% | Reduce -17.2% | 1,872 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +21.0% | 1,871 | $1.0M |
| Connectus Wealth, LLC | 0.03% | Reduce -45.6% | 1,866 | $1.0M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -41.2% | 1,864 | $1.0M |
| Sfm, LLC | 0.79% | No change | 1,866 | $1.0M |
| Sachetta, LLC | 0.49% | No change | 2,043 | $1.0M |
| Prosperity Planning, Inc. | 0.50% | Reduce -0.6% | 1,855 | $1.0M |
| Old Mission Capital LLC | 0.03% | Add +7.5% | 1,849 | $1.0M |
| FF Advisors,LLC | 0.71% | No change | 1,840 | $1.0M |
| Cadence Bank | 0.07% | Add +0.2% | 1,830 | $1.0M |
| Arthur M. Cohen & Associates, LLC | 0.21% | Add +0.1% | 1,821 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Reduce -37.4% | 1,805 | $1.0M |
| Parsons Capital Management Inc. | 0.07% | Add +0.5% | 1,790 | $996K |
| Moors & Cabot, Inc. | 0.05% | Reduce -3.3% | 1,786 | $994K |
| Beacon Financial Advisory LLC | 0.48% | Reduce -11.1% | 1,779 | $990K |
| Dana Investment Advisors, Inc. | 0.03% | Add +0.1% | 1,773 | $987K |
| Journey Advisory Group, LLC | 0.12% | No change | 1,752 | $975K |
| Carolinas Wealth Consulting LLC | 0.19% | No change | 1,737 | $968K |
| Lynch & Associates | 0.22% | No change | 1,740 | $968K |
| Roman Butler Fullerton & Co. | 0.36% | New | 1,846 | $966K |
| Adero Partners, LLC | 0.07% | No change | 1,734 | $965K |
| Tudor Investment Corporation | 0.01% | New | 1,734 | $965K |
| RFG Advisory, LLC | 0.03% | Reduce -0.3% | 1,722 | $958K |
| T. Rowe Price Associates Inc. | 0.00% | Add +115.0% | 1,720 | $958K |
| Old North State Trust, LLC | 0.80% | — | 1,711 | $952K |
| M. Kraus & Co | 0.29% | No change | 1,700 | $946K |
| LaSalle St. Investment Advisors, LLC | 0.53% | No change | 1,863 | $945K |
| Nemes Rush Group LLC | 0.13% | Add +1.7% | 1,677 | $933K |
| HM Payson & Co. | 0.02% | Reduce -1.6% | 1,673 | $931K |
| Midland Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 1,672 | $930K |
| Watershed Private Wealth LLC | 0.41% | Reduce -50.8% | 1,668 | $928K |
| Rockland Trust Co. | 0.05% | Reduce -2.6% | 1,667 | $928K |
| Legacy Private Trust Co. | 0.07% | No change | 1,666 | $927K |
| Baldwin Wealth Partners LLC | 0.07% | Reduce -6.5% | 1,662 | $925K |
| Sawgrass Asset Management LLC | 0.10% | No change | 1,655 | $921K |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.1% | 1,655 | $921K |
| Quadrant Capital Group LLC | 0.07% | Add +0.6% | 1,651 | $919K |
| InterOcean Capital Group, LLC | 0.02% | Reduce -19.6% | 1,645 | $915K |
| Peak Planning Group, LLC | 0.57% | Reduce -3.7% | 1,643 | $914K |
| Daymark Wealth Partners, LLC | 0.05% | No change | 1,640 | $912K |
| Garden State Investment Advisory Services LLC | 0.33% | Add +256.7% | 1,641 | $911K |
| Prudential Financial Inc. | 0.00% | Add +10.0% | 1,637 | $911K |
| Gen-Wealth Partners Inc | 0.45% | — | 1,630 | $907K |
| Brighton Jones LLC | 0.03% | Add +7.0% | 1,630 | $907K |
| Gator Capital Management, LLC | 0.46% | No change | 1,607 | $894K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -2.1% | 1,604 | $892K |
| Hilltop Holdings Inc. | 0.10% | Add +5.3% | 1,600 | $890K |
| Quantbot Technologies LP | 0.05% | New | 1,600 | $890K |
| Howland Capital Management LLC | 0.04% | Reduce -10.1% | 1,597 | $890K |
| Fifth Third Wealth Advisors LLC | 0.14% | Add +20.8% | 1,593 | $886K |
| Procyon Advisors, LLC | 0.07% | Reduce -1.3% | 1,569 | $873K |
| Crestwood Advisors Group, LLC | 0.02% | Add +0.2% | 1,568 | $872K |
| Halpern Financial, Inc. | 0.25% | No change | 1,593 | $872K |
| Acorn Wealth Advisors, LLC | 0.45% | Add +13.4% | 1,564 | $870K |
| RTD Financial Advisors, Inc. | 0.12% | No change | 1,560 | $868K |
| Up Strategic Wealth Investment Advisors LLC | 1.41% | Add +2.4% | 1,552 | $864K |
| Hartline Investment Corp./ | 0.15% | New | 1,548 | $861K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Add +2.5% | 1,548 | $861K |
| VeraBank, N.A. | 0.27% | No change | 1,545 | $860K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 1,537 | $855K |
| American Money Management, LLC | 0.18% | No change | 1,534 | $854K |
| Omega Financial Group, LLC | 0.35% | Reduce -6.3% | 1,531 | $852K |
| Harmony Asset Management LLC | 0.35% | Reduce -6.1% | 1,529 | $851K |
| Cascade Financial Partners, LLC | 0.12% | — | 1,598 | $847K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -0.3% | 1,513 | $842K |
| Vista Investment Management | 0.34% | No change | 1,512 | $841K |
| Retirement Capital Strategies | 0.34% | No change | 1,502 | $836K |
| Bell Bank | 0.07% | New | 1,485 | $826K |
| General Partner, Inc. | 0.52% | New | 1,484 | $826K |
| Park National Corp. | 0.03% | Add +8.1% | 1,477 | $822K |
| Tennessee Valley Asset Management Partners | 0.20% | Reduce -16.0% | 1,469 | $818K |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +0.1% | 1,471 | $817K |
| Andrews, Lucia Wealth Management LLC | 0.58% | Reduce -8.4% | 1,469 | $817K |
| Bank of Stockton | 0.25% | No change | 1,453 | $808K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.5% | 1,447 | $805K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.5% | 1,447 | $805K |
| BigSur Wealth Management LLC | 0.25% | New | 1,440 | $803K |
| First Western Trust Bank | 0.04% | Reduce -0.1% | 1,442 | $802K |
| CCG Wealth Management, LLC | 0.48% | No change | 1,437 | $800K |
| Viawealth, LLC | 0.50% | Reduce -13.8% | 1,432 | $797K |
| Aspen Investment Management Inc | 0.40% | Add +13.7% | 1,430 | $796K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -1.4% | 1,530 | $790K |
| Marion Wealth Management | 0.24% | Add +41.3% | 1,419 | $789K |
| Pettinga Financial Advisors LLC | 0.20% | Add +1.1% | 1,418 | $789K |
| McGuire Investment Group, LLC | 0.12% | No change | 1,417 | $788K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -11.3% | 1,407 | $783K |
| Berkshire Money Management, Inc. | 0.09% | New | 1,405 | $782K |
| Lam Group, Inc. | 0.64% | No change | 1,400 | $779K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.4% | 1,399 | $779K |
| Holistic Financial Partners | 0.40% | Add +0.3% | 1,399 | $778K |
| Leisure Capital Management | 0.39% | No change | 1,390 | $773K |
| Quadrant Private Wealth Management, LLC | 0.20% | Reduce -1.4% | 1,387 | $773K |
| Turtle Creek Wealth Advisors, LLC | 0.19% | No change | 1,386 | $771K |
| American Capital Advisory, LLC | 0.67% | Reduce -16.7% | 1,682 | $771K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -3.4% | 1,385 | $771K |
| Blue Barn Wealth, LLC | 0.43% | Reduce -0.8% | 1,384 | $770K |
| Fca Corp. | 0.25% | No change | 1,380 | $768K |
| Round Rock Advisors LLC | 0.18% | Add +0.1% | 1,360 | $757K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -82.4% | 1,358 | $756K |
| Cibc World Market Inc. | 0.00% | No change | 1,348 | $750K |
| WealthPLAN Partners, LLC | 0.08% | Add +14.5% | 1,339 | $745K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -39.5% | 1,339 | $745K |
| Ellerson Group Inc. | 0.56% | No change | 1,312 | $730K |
| 3EDGE Asset Management, LP | 0.06% | New | 1,307 | $727K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +10.2% | 1,307 | $727K |
| AE Wealth Management LLC | 0.01% | Reduce -70.5% | 1,302 | $724K |
| Schrum Private Wealth Management LLC | 0.66% | New | 1,298 | $722K |
| Seelaus Asset Management LLC | 0.74% | Reduce -5.5% | 1,294 | $720K |
| Flynn Zito Capital Management, LLC | 0.37% | Reduce -1.1% | 1,289 | $717K |
| Hyperion Partners, LLC | 0.52% | Add +0.3% | 1,283 | $714K |
| River Wealth Advisors LLC | 0.10% | Reduce -4.2% | 1,282 | $713K |
| Townsquare Capital LLC | 0.01% | Reduce -21.0% | 1,279 | $712K |
| BLB&B Advisors, LLC | 0.04% | Add +12.2% | 1,276 | $710K |
| Grey Ledge Advisors, LLC | 0.20% | No change | 1,275 | $709K |
| Sanders Morris Harris LLC | 0.13% | New | 1,275 | $709K |
| TCI Wealth Advisors, Inc. | 0.07% | No change | 1,268 | $706K |
| Centaurus Financial, Inc. | 0.05% | Add +2.0% | 1,265 | $704K |
| Avalon Trust Co | 0.06% | No change | 1,254 | $698K |
| Single Point Partners, LLC | 0.16% | No change | 1,248 | $695K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Add +0.4% | 1,246 | $693K |
| Nicollet Investment Management, Inc. | 0.26% | Add +0.1% | 1,245 | $693K |
| McIlrath & Eck, LLC | 0.11% | No change | 1,237 | $688K |
| Smithfield Trust Co | 0.04% | Reduce -1.4% | 1,232 | $686K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +5.9% | 1,229 | $684K |
| Parcion Private Wealth LLC | 0.06% | No change | 1,224 | $681K |
| Urban Financial Advisory Corp | 0.42% | Add +0.3% | 1,222 | $680K |
| Simon Quick Advisors, LLC | 0.05% | No change | 1,219 | $678K |
| Trust Co. of Vermont | 0.04% | Reduce -1.9% | 1,215 | $676K |
| CW Advisors, LLC | 0.01% | Reduce -65.8% | 1,212 | $675K |
| CGN Advisors LLC | 0.09% | Add +65.1% | 1,205 | $670K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -3.7% | 1,205 | $670K |
| Nicolet Bankshares Inc. | 0.14% | No change | 1,202 | $669K |
| Independent Advisor Alliance | 0.02% | No change | 1,200 | $668K |
| M3 Advisory Group, LLC | 0.60% | Add +23.0% | 1,197 | $666K |
| Corsair Capital Management, L.P. | 0.19% | New | 1,196 | $665K |
| Duncker Streett & Co. Inc. | 0.13% | No change | 1,195 | $665K |
| Kanawha Capital Management LLC | 0.05% | Add +11.7% | 1,192 | $663K |
| Hohimer Wealth Management, LLC | 0.15% | No change | 1,183 | $658K |
| L & S Advisors Inc | 0.08% | Add +0.2% | 1,178 | $655K |
| Obermeyer Wealth Partners | 0.04% | Add +0.9% | 1,178 | $655K |
| MontVue Capital Management, Inc. | 0.58% | Add +0.9% | 1,176 | $654K |
| Encompass Wealth Advisors, LLC | 0.17% | No change | 1,160 | $645K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.8% | 1,160 | $645K |
| WorthPointe, LLC | 0.32% | No change | 1,158 | $644K |
| Capital Investment Advisors, LLC | 0.01% | Add +15.0% | 1,157 | $644K |
| Evoke Wealth, LLC | 0.02% | New | 1,152 | $642K |
| German American Bancorp, Inc. | 0.08% | No change | 1,142 | $636K |
| Samalin Investment Counsel, LLC | 0.30% | Add +1.9% | 1,142 | $635K |
| Neumann Capital Management, LLC | 0.23% | Reduce -13.6% | 1,140 | $634K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $634K |
| New Hampshire Trust | 0.15% | No change | 1,134 | $631K |
| Parkside Financial Bank & Trust | 0.10% | Add +208.2% | 1,125 | $626K |
| Pacific Sun Financial Corp | 0.36% | No change | 1,120 | $623K |
| Private Ocean, LLC | 0.07% | Add +3.4% | 1,119 | $622K |
| Berger Financial Group, Inc | 0.05% | Reduce -30.6% | 1,115 | $620K |
| Wealth Advisory Solutions, LLC | 0.16% | No change | 1,114 | $620K |
| Apella Capital, LLC | 0.03% | Add +0.2% | 1,126 | $619K |
| FWG Holdings, LLC | 0.33% | No change | 1,123 | $615K |
| Broadview Financial Management, LLC | 0.45% | Reduce -3.4% | 1,105 | $615K |
| Wealth Architects, LLC | 0.08% | No change | 1,102 | $613K |
| Florida Trust Wealth Management Co | 0.02% | No change | 1,100 | $612K |
| Advisors Capital Management, LLC | 0.01% | No change | 1,098 | $611K |
| Legacy Trust | 0.15% | No change | 1,096 | $610K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +6.6% | 1,087 | $605K |
| OneAscent Financial Services LLC | 0.07% | Reduce -5.1% | 1,087 | $605K |
| Strategic Advisors LLC | 0.12% | New | 1,083 | $603K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -15.6% | 1,064 | $592K |
| Progressive Investment Management Corp | 0.16% | No change | 1,057 | $588K |
| Miramar Capital, LLC | 0.15% | No change | 1,070 | $583K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,046 | $582K |
| Stephens Inc. | 0.01% | Add +9.0% | 1,045 | $581K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $578K |
| JNBA Financial Advisors | 0.06% | Reduce -2.1% | 1,037 | $577K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +38.0% | 1,027 | $571K |
| Farther Finance Advisors, LLC | 0.03% | Add +3125.0% | 1,032 | $570K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -1.2% | 1,024 | $570K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $569K |
| Arrowroot Family Office, LLC | 0.36% | Add +5.1% | 1,014 | $564K |
| Accredited Investors Inc. | 0.04% | Reduce -6.9% | 1,008 | $561K |
| Certified Advisory Corp | 0.08% | Add +15.1% | 1,008 | $561K |
| Long Road Investment Counsel, LLC | 0.23% | Add +2.0% | 1,005 | $559K |
| DT Investment Partners, LLC | 0.06% | No change | 1,002 | $558K |
| Hill Investment Group Partners, LLC | 0.08% | No change | 1,000 | $556K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,000 | $556K |
| Ghe, LLC | 0.26% | No change | 1,000 | $556K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | No change | 997 | $555K |
| Vishria Bird Financial Group, LLC | 0.24% | No change | 992 | $552K |
| &partners | 0.08% | Reduce -2.0% | 992 | $552K |
| Mirador Capital Partners LP | 0.11% | Reduce -2.0% | 991 | $551K |
| Tanager Wealth Management LLP | 0.09% | No change | 988 | $551K |
| Appleton Partners Inc. | 0.04% | Reduce -5.8% | 982 | $546K |
| BSW Wealth Partners | 0.09% | Add +47.2% | 979 | $545K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.1% | 1,008 | $543K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -8.0% | 974 | $542K |
| Maren Capital LLC | 0.05% | No change | 964 | $536K |
| Silvia McColl Wealth Management, LLC | 0.46% | No change | 994 | $534K |
| First National Trust Co | 0.02% | Reduce -3.0% | 957 | $532K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +138.8% | 955 | $532K |
| WealthShield Partners, LLC | 0.09% | Reduce -12.9% | 950 | $530K |
| TrinityPoint Wealth, LLC | 0.09% | Add +12.2% | 946 | $526K |
| Glenview Trust Co | 0.01% | Add +1.1% | 945 | $526K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 941 | $524K |
| Canal Capital Management, LLC | 0.09% | No change | 938 | $522K |
| Gratus Capital, LLC | 0.02% | New | 930 | $517K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.1% | 928 | $516K |
| Fagan Associates, Inc. | 0.10% | No change | 926 | $515K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $512K |
| First Business Financial Services, Inc. | 0.05% | Reduce -40.9% | 917 | $510K |
| HCR Wealth Advisors | 0.08% | Add +2.2% | 916 | $510K |
| WP Advisors, LLC | 0.17% | Add +10.4% | 915 | $509K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $509K |
| Central Pacific Bank - Trust Division | 0.07% | — | 920 | $508K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | No change | 905 | $503K |
| Vertex Planning Partners, LLC | 0.14% | Reduce -4.0% | 900 | $501K |
| Buck Wealth Strategies, LLC | 0.17% | New | 898 | $500K |
| Clear Creek Financial Management, LLC | 0.06% | Add +1.0% | 897 | $499K |
| Stablepoint Partners, LLC | 0.10% | Add +40.0% | 896 | $499K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.1% | 895 | $498K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -6.7% | 884 | $492K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 917 | $491K |
| Chilton Capital Management LLC | 0.02% | Add +63.2% | 878 | $489K |
| Pitcairn Co. | 0.03% | New | 878 | $489K |
| Fiduciary Alliance LLC | 0.09% | Add +0.6% | 882 | $487K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $486K |
| Rovin Capital /Ut/ | 0.20% | No change | 873 | $486K |
| Bogart Wealth, LLC | 0.03% | No change | 873 | $486K |
| Verdence Capital Advisors LLC | 0.04% | No change | 871 | $485K |
| Red Door Wealth Management, LLC | 0.09% | No change | 869 | $484K |
| Leo Wealth, LLC | 0.05% | No change | 868 | $483K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -8.0% | 858 | $477K |
| Denver Wealth Management, Inc. | 0.24% | Reduce -0.1% | 857 | $477K |
| Litman Gregory Wealth Management LLC | 0.04% | New | 857 | $477K |
| Ancora Advisors LLC | 0.01% | Add +3.8% | 857 | $477K |
| Optimum Investment Advisors | 0.22% | Add +27.6% | 855 | $476K |
| Fiera Capital Corp | 0.00% | No change | 853 | $475K |
| Ledyard National Bank | 0.05% | Reduce -14.2% | 850 | $473K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -0.6% | 850 | $473K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.1% | 849 | $472K |
| Investment Research & Advisory Group, Inc. | 0.22% | No change | 847 | $471K |
| WBH Advisory Inc. | 0.05% | Add +0.1% | 845 | $470K |
| Monograph Wealth Advisors, LLC | 0.07% | No change | 835 | $465K |
| Harbour Investment Management LLC | 0.22% | No change | 833 | $464K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 834 | $464K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -15.2% | 834 | $464K |
| TFG Advisers LLC | 0.18% | Add +2.6% | 828 | $461K |
| Jane Street Group, LLC | 0.00% | New | 826 | $460K |
| Brookstone Capital Management | 0.01% | Reduce -24.8% | 822 | $457K |
| Petix & Botte Co | 0.11% | Reduce -50.0% | 820 | $456K |
| Seascape Capital Management | 0.17% | No change | 818 | $455K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 818 | $455K |
| Lifeworks Advisors, LLC | 0.13% | Add +7.5% | 814 | $453K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 813 | $452K |
| Eagle Global Advisors LLC | 0.03% | Add +3.9% | 805 | $448K |
| Marquette Asset Management, LLC | 0.08% | No change | 800 | $445K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $445K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.4% | 799 | $445K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 799 | $445K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 798 | $444K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $444K |
| Abbrea Capital, LLC | 0.06% | No change | 797 | $444K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -0.9% | 797 | $443K |
| REDW Wealth LLC | 0.12% | Add +0.5% | 794 | $442K |
| CenterStar Asset Management, LLC | 0.91% | New | 792 | $441K |
| Ayrshire Capital Management LLC | 0.24% | Reduce -2.5% | 790 | $440K |
| Koss-Olinger Consulting, LLC | 0.24% | Reduce -24.0% | 790 | $440K |
| Plancorp, LLC | 0.02% | Add +19.6% | 789 | $439K |
| Clark Capital Management Group, Inc. | 0.00% | Add +21.1% | 787 | $438K |
| Meeder Asset Management Inc. | 0.03% | No change | 786 | $437K |
| Titleist Asset Management, LLC | 0.08% | No change | 784 | $436K |
| D. Scott Neal, Inc. | 0.28% | No change | 780 | $435K |
| Missouri Trust & Investment Co | 0.17% | Reduce -1.9% | 781 | $435K |
| Newman Dignan & Sheerar, Inc. | 0.12% | No change | 781 | $435K |
| Summit Place Financial Advisors, LLC | 0.25% | No change | 780 | $434K |
| Ardent Capital Management, Inc. | 0.22% | No change | 780 | $434K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -34.9% | 772 | $430K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -23.5% | 769 | $428K |
| Beirne Wealth Consulting Services, LLC | 0.18% | Add +0.8% | 755 | $422K |
| McCarthy & Cox | 0.16% | — | 757 | $421K |
| Trail Ridge Investment Advisors, LLC | 0.24% | Reduce -18.7% | 755 | $420K |
| Pioneer Trust Bank N A | 0.12% | No change | 752 | $418K |
| Napa Wealth Management | 0.22% | Reduce -0.7% | 750 | $417K |
| Colonial Trust Co / SC | 0.08% | No change | 748 | $416K |
| Rodgers Brothers Inc. | 0.06% | No change | 748 | $416K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -5.1% | 745 | $415K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -5.1% | 742 | $413K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +15.8% | 740 | $412K |
| Objectivity Squared, LLC | 0.36% | Add +0.4% | 765 | $411K |
| StoneX Group Inc. | 0.04% | Reduce -7.7% | 733 | $409K |
| John W. Brooker & Co., CPAs | 0.22% | Add +0.1% | 732 | $407K |
| Norden Group LLC | 0.08% | Reduce -31.2% | 731 | $407K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.8% | 729 | $406K |
| Blue Trust, Inc. | 0.01% | Add +4.0% | 727 | $405K |
| FCG Investment Co | 0.32% | Add +43.0% | 725 | $403K |
| US Financial Advisors, LLC | 0.14% | No change | 725 | $403K |
| Valeo Financial Advisors, LLC | 0.01% | Add +7.4% | 755 | $400K |
| Clarus Wealth Advisors | 0.23% | Reduce -21.0% | 743 | $400K |
| One Capital Management, LLC | 0.01% | No change | 715 | $398K |
| CoreCap Advisors, LLC | 0.02% | Add +15.7% | 708 | $394K |
| Retirement Planning Co of New England, Inc. | 0.22% | No change | 707 | $393K |
| S.A. Mason LLC | 0.24% | Add +7.0% | 706 | $393K |
| Brand Asset Management Group, Inc. | 0.17% | No change | 705 | $392K |
| Beach Investment Counsel Inc. | 0.05% | Add +8.4% | 770 | $391K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 700 | $390K |
| Aberdeen Wealth Management LLC | 0.23% | No change | 701 | $390K |
| North Star Asset Management Inc. | 0.02% | Reduce -12.5% | 700 | $389K |
| First Foundation Advisors | 0.02% | Add +28.5% | 699 | $389K |
| Cannell & Spears LLC | 0.01% | No change | 698 | $388K |
| Carret Asset Management, LLC | 0.05% | No change | 695 | $387K |
| JDM Financial Group LLC | 0.28% | Reduce -6.9% | 689 | $383K |
| Berkeley, Inc | 0.23% | No change | 686 | $382K |
| Bar Harbor Wealth Management | 0.03% | No change | 685 | $381K |
| Orion Capital Management LLC | 0.20% | No change | 684 | $380K |
| Quantinno Capital Management LP | 0.01% | New | 682 | $379K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.7% | 710 | $376K |
| United Community Bank | 0.15% | Add +0.3% | 682 | $376K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 675 | $376K |
| Brightwater Advisory LLC | 0.30% | No change | 669 | $372K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 668 | $372K |
| Flagship Private Wealth, LLC | 0.24% | Reduce -6.2% | 667 | $371K |
| Jennison Associates LLC | 0.00% | Reduce -63.7% | 666 | $371K |
| Wealth Alliance, LLC | 0.05% | No change | 665 | $370K |
| Rehmann Capital Advisory Group | 0.03% | Add +2.5% | 663 | $369K |
| Novare Capital Management LLC | 0.03% | Reduce -4.3% | 661 | $368K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 661 | $368K |
| Bedel Financial Consulting, Inc. | 0.06% | No change | 657 | $366K |
| Parallel Advisors, LLC | 0.01% | Add +12.1% | 657 | $365K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 656 | $365K |
| First Financial Bankshares Inc | 0.01% | New | 654 | $364K |
| Saxon Interests, Inc. | 0.17% | Add +0.1% | 651 | $362K |
| Ruggaard & Associates LLC | 0.17% | No change | 650 | $362K |
| Dohj, LLC | 0.10% | No change | 650 | $362K |
| Monterey Private Wealth, Inc. | 0.14% | No change | 649 | $361K |
| Cadinha & Co. LLC | 0.06% | Reduce -0.3% | 646 | $359K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $359K |
| Level Four Advisory Services, LLC | 0.02% | No change | 706 | $358K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.2% | 642 | $357K |
| Guidance Point Advisors, LLC | 0.12% | Add +0.2% | 639 | $357K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 702 | $356K |
| Black Diamond Financial, LLC | 0.10% | No change | 702 | $356K |
| PFG Investments, LLC | 0.02% | New | 639 | $355K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -5.2% | 635 | $353K |
| Rise Advisors, LLC | 0.19% | Add +5.0% | 634 | $353K |
| Wolverine Trading, LLC | 0.00% | Reduce -85.7% | 631 | $351K |
| IHT Wealth Management, LLC | 0.01% | Reduce -40.1% | 626 | $348K |
| CRA Financial Services, LLC | 0.08% | No change | 624 | $347K |
| Riggs Asset Managment Co. Inc. | 0.10% | Add +94.1% | 623 | $347K |
| Thompson Davis & Co., Inc. | 0.23% | Reduce -31.9% | 622 | $346K |
| Spotlight Asset Group, Inc. | 0.25% | No change | 618 | $344K |
| CM Wealth Advisors LLC | 0.10% | No change | 629 | $343K |
| Cortland Associates Inc. | 0.04% | Reduce -0.7% | 615 | $342K |
| Sapient Capital LLC | 0.01% | No change | 612 | $341K |
| Imprint Wealth LLC | 0.08% | New | 616 | $340K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -10.3% | 611 | $340K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -1.1% | 608 | $338K |
| Zacks Investment Management | 0.00% | Add +3.4% | 606 | $337K |
| Apexium Financial, LP | 0.03% | Reduce -34.8% | 606 | $337K |
| Shaker Investments LLC | 0.14% | Add +0.5% | 602 | $335K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -7.7% | 600 | $334K |
| TriaGen Wealth Management LLC | 0.14% | No change | 600 | $334K |
| SYM FINANCIAL Corp | 0.06% | No change | 600 | $334K |
| SPC Financial, Inc. | 0.03% | No change | 600 | $334K |
| Waypoint Capital Advisors, LLC | 0.09% | Add +7.2% | 593 | $330K |
| NWF Advisory Services Inc. | 0.06% | New | 592 | $329K |
| Well Done, LLC | 0.06% | Reduce -8.9% | 590 | $328K |
| Coordinated Financial Services, Inc. | 0.29% | — | 590 | $328K |
| Allegheny Financial Group | 0.10% | Add +18.5% | 589 | $328K |
| Visionary Wealth Advisors | 0.02% | No change | 589 | $327K |
| Trust Point Inc. | 0.03% | No change | 588 | $327K |
| Compound Planning, Inc. | 0.03% | Add +6.7% | 587 | $326K |
| Principal Securities, Inc. | 0.01% | Add +27.5% | 584 | $325K |
| Paragon Capital Management LLC | 0.17% | No change | 582 | $324K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -1.7% | 581 | $323K |
| Forum Financial Management, LP | 0.01% | No change | 580 | $323K |
| Summit Asset Management, LLC | 0.04% | No change | 578 | $322K |
| Bison Wealth, LLC | 0.05% | Reduce -4.8% | 577 | $321K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -11.5% | 576 | $321K |
| Legacy Financial Strategies, LLC | 0.08% | No change | 576 | $320K |
| BIP Wealth, LLC | 0.02% | New | 576 | $320K |
| Heritage Investment Group, Inc. | 0.04% | No change | 575 | $320K |
| Etfidea, LLC | 0.11% | Add +2.5% | 575 | $320K |
| Empowered Funds, LLC | 0.01% | New | 575 | $320K |
| Dividend Assets Capital, LLC | 0.07% | No change | 571 | $318K |
| Strategic Financial Concepts, LLC | 0.08% | New | 571 | $318K |
| Investment Partners, LTD. | 0.14% | No change | 568 | $316K |
| Mission Wealth Management, LP | 0.01% | Add +6.4% | 566 | $315K |
| Isthmus Partners, LLC | 0.04% | No change | 565 | $314K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 564 | $314K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 562 | $313K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +4.3% | 562 | $313K |
| Cassady Schiller Wealth Management, LLC | 0.14% | No change | 561 | $312K |
| Avity Investment Management Inc. | 0.03% | No change | 560 | $312K |
| CapWealth Advisors, LLC | 0.03% | No change | 558 | $310K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.5% | 556 | $309K |
| Southland Equity Partners LLC | 0.09% | No change | 551 | $307K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $306K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 601 | $305K |
| TD Asset Management Inc | 0.00% | Add +0.9% | 547 | $304K |
| Resources Management Corp. /CT/ | 0.04% | Add +10.1% | 546 | $304K |
| American National Bank & Trust | 0.04% | No change | 544 | $303K |
| Greystone Financial Group, LLC | 0.06% | Add +0.4% | 541 | $301K |
| Grant/GrossMendelsohn, LLC | 0.14% | Reduce -26.0% | 540 | $297K |
| Evergreen Capital Management LLC | 0.01% | No change | 532 | $297K |
| Marcum Wealth, LLC | 0.03% | Add +2.1% | 533 | $297K |
| Mendel Money Management | 0.14% | Add +2.3% | 532 | $296K |
| ProVise Management Group, LLC | 0.03% | Reduce -1.3% | 532 | $296K |
| Pure Financial Advisors, LLC | 0.01% | New | 532 | $296K |
| Granite Harbor Advisors, Inc. | 0.20% | Reduce -1.1% | 531 | $295K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 530 | $295K |
| Wintrust Investments LLC | 0.03% | No change | 529 | $294K |
| Lewis Asset Management, LLC | 0.24% | Add +0.2% | 526 | $293K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.07% | No change | 526 | $293K |
| FSM Wealth Advisors, LLC | 0.10% | Add +4.6% | 525 | $292K |
| Asset Planning Corporation | 0.21% | Add +0.2% | 524 | $292K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 523 | $291K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $290K |
| Resurgent Financial Advisors LLC | 0.16% | Add +100.8% | 522 | $290K |
| Aprio Wealth Management, LLC | 0.06% | No change | 521 | $290K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 520 | $289K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -6.8% | 518 | $289K |
| Wedmont Private Capital | 0.02% | No change | 524 | $288K |
| JSF Financial, LLC | 0.09% | Add +0.2% | 516 | $287K |
| Libra Wealth LLC | 0.13% | No change | 515 | $287K |
| Investment House LLC | 0.02% | New | 515 | $287K |
| Northeast Financial Consultants Inc | 0.01% | New | 513 | $285K |
| Trust Co | 0.04% | Reduce -8.3% | 509 | $283K |
| AA Financial Advisors, LLC | 0.11% | No change | 508 | $283K |
| Kwmg, LLC | 0.03% | Reduce -3.6% | 508 | $283K |
| Heritage Trust Co | 0.04% | No change | 504 | $280K |
| Aerodigm Wealth, LLC | 0.11% | Reduce -50.0% | 503 | $280K |
| PAX Financial Group, LLC | 0.06% | No change | 500 | $278K |
| Bfsg, LLC | 0.04% | No change | 500 | $278K |
| MBL Wealth, LLC | 0.03% | No change | 500 | $278K |
| Fusion Family Wealth, LLC | 0.03% | No change | 500 | $278K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.21% | Reduce -42.0% | 500 | $278K |
| QRG Capital Management, Inc. | 0.00% | Add +16.7% | 497 | $277K |
| Signet Financial Management, LLC | 0.04% | No change | 496 | $276K |
| Maryland Capital Advisors Inc. | 0.17% | No change | 495 | $275K |
| MRA Advisory Group | 0.16% | No change | 494 | $275K |
| Burney Co./ | 0.01% | New | 490 | $273K |
| Measured Wealth Private Client Group, LLC | 0.09% | No change | 488 | $272K |
| Cypress Wealth Services, LLC | 0.06% | New | 485 | $270K |
| Vise Technologies, Inc. | 0.05% | New | 483 | $269K |
| Congress Asset Management Co. | 0.00% | Reduce -81.4% | 483 | $269K |
| Heritage Wealth Partners, LLC | 0.54% | No change | 526 | $267K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -4.0% | 478 | $266K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 478 | $266K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +6.0% | 476 | $265K |
| Guild Investment Management, Inc. | 0.34% | New | 475 | $264K |
| Hanson & Doremus Investment Management | 0.05% | No change | 475 | $264K |
| Lesa Sroufe & Co | 0.25% | No change | 470 | $262K |
| Capital Advisors Inc. | 0.01% | New | 470 | $262K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -24.3% | 467 | $260K |
| Tradition Wealth Management, LLC | 0.03% | No change | 466 | $259K |
| WealthTrust Axiom LLC | 0.08% | Reduce -12.6% | 465 | $259K |
| Apeiron RIA LLC | 0.07% | New | 465 | $259K |
| Bensler, LLC | 0.04% | No change | 465 | $259K |
| Hoese & Co LLP | 0.24% | Reduce -15.5% | 490 | $259K |
| Soundmark Wealth Management, LLC | 0.11% | Add +0.4% | 464 | $258K |
| Atwood & Palmer Inc. | 0.02% | No change | 463 | $257K |
| First Pacific Financial | 0.07% | Add +0.2% | 462 | $257K |
| Mystic Asset Management, Inc. | 0.11% | Reduce -7.1% | 460 | $256K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $256K |
| Concentric Wealth Management, LLC | 0.07% | No change | 460 | $256K |
| Excalibur Management Corp. | 0.11% | New | 457 | $254K |
| Patten & Patten Inc. | 0.02% | New | 455 | $253K |
| Gateway Wealth Partners, LLC | 0.09% | No change | 450 | $250K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -1.1% | 449 | $250K |
| Westside Investment Management, Inc. | 0.06% | No change | 450 | $249K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $249K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 448 | $249K |
| Aquire Wealth Advisors, LLC | 0.09% | No change | 444 | $247K |
| Retirement Planning Group, LLC | 0.02% | Add +8.3% | 444 | $247K |
| Oder Investment Management, LLC | 0.23% | No change | 443 | $246K |
| Lwmg, LLC | 0.06% | No change | 441 | $245K |
| High Probability Advisors, LLC | 0.05% | No change | 440 | $245K |
| SouthState Bank Corp | 0.02% | Reduce -8.5% | 440 | $245K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $244K |
| Trivant Custom Portfolio Group, LLC | 0.16% | Reduce -12.1% | 438 | $244K |
| J. W. Coons Advisors, LLC | 0.04% | No change | 437 | $243K |
| EPG Wealth Management LLC | 0.06% | New | 434 | $242K |
| Naviter Wealth, LLC | 0.04% | No change | 433 | $241K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.7% | 431 | $240K |
| Van Strum & Towne Inc. | 0.09% | No change | 430 | $239K |
| Hall Kathryn A. | 0.06% | Reduce -33.3% | 430 | $239K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -34.4% | 430 | $239K |
| Symphony Financial, Ltd. Co. | 0.06% | No change | 426 | $237K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $236K |
| Essex Bank | 0.07% | No change | 464 | $235K |
| Brown Miller Wealth Management, LLC | 0.10% | No change | 422 | $235K |
| Sheets Smith Wealth Management | 0.03% | Reduce -8.9% | 420 | $234K |
| Brookmont Capital Management | 0.12% | No change | 420 | $234K |
| Texas Capital Bancshares Inc | 0.11% | No change | 420 | $234K |
| Inspirion Wealth Advisors, LLC | 0.04% | Reduce -2.3% | 420 | $234K |
| Tranquility Partners, LLC | 0.09% | No change | 418 | $233K |
| Camden National Bank | 0.04% | New | 418 | $233K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $233K |
| Financial Insights, Inc. | 0.07% | No change | 414 | $230K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -7.8% | 411 | $229K |
| Lane & Associates LLC | 0.14% | New | 410 | $228K |
| Vantage Financial Partners, LLC | 0.06% | Add +2.0% | 409 | $228K |
| Cynosure Group, LLC | 0.04% | No change | 408 | $227K |
| Madden Advisory Services, Inc. | 0.12% | No change | 407 | $226K |
| Aull & Monroe Investment Management Corp | 0.10% | No change | 406 | $226K |
| Root Financial Partners, LLC | 0.07% | New | 405 | $225K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $225K |
| WNY Asset Management, LLC | 0.03% | New | 404 | $225K |
| Eagle Ridge Investment Management | 0.02% | New | 402 | $224K |
| Cordatus Wealth Management LLC | 0.16% | Reduce -75.2% | 400 | $223K |
| Grassi Investment Management | 0.02% | Add +0.3% | 401 | $223K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $223K |
| Creative Financial Designs Inc. | 0.02% | Add +2.8% | 401 | $223K |
| Counterweight Ventures, LLC | 0.18% | No change | 400 | $223K |
| Pursue Wealth Partners LLC | 0.13% | No change | 400 | $223K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 400 | $223K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 400 | $223K |
| Empirical Asset Management, LLC | 0.11% | New | 400 | $222K |
| PGIM Custom Harvest LLC | 0.01% | New | 398 | $221K |
| White Pine Investment CO | 0.07% | Reduce -80.9% | 397 | $221K |
| Global Assets Advisory, LLC | 0.13% | New | 400 | $221K |
| Wambolt & Associates, LLC | 0.07% | No change | 400 | $221K |
| Catalyst Financial Partners LLC | 0.06% | No change | 424 | $219K |
| Accordant Advisory Group Inc | 0.16% | — | 394 | $219K |
| Objective Capital Management, LLC | 0.15% | New | 389 | $217K |
| Maxwell Wealth Strategies Inc. | 0.11% | New | 400 | $216K |
| Summit Financial Wealth Advisors, LLC | 0.04% | New | 385 | $214K |
| Aries Wealth Management | 0.07% | New | 385 | $214K |
| Platte River Wealth Advisors, LLC | 0.06% | Reduce -11.5% | 385 | $214K |
| Private Capital Management, LLC | 0.02% | New | 385 | $214K |
| Regal Investment Advisors LLC | 0.01% | New | 383 | $213K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 383 | $213K |
| Sax Wealth Advisors, LLC | 0.02% | New | 381 | $212K |
| Breakwater Investment Management | 0.10% | — | 380 | $211K |
| Fayez Sarofim & Co | 0.00% | New | 380 | $211K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 379 | $211K |
| Gimbal Financial | 0.17% | New | 379 | $211K |
| One Charles Private Wealth Services, LLC | 0.09% | New | 377 | $210K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -66.6% | 377 | $210K |
| Garrett Wealth Advisory Group, LLC | 0.09% | New | 373 | $208K |
| Milestone Asset Management, LLC | 0.06% | Reduce -9.0% | 373 | $208K |
| Avior Wealth Management, LLC | 0.01% | Add +2.8% | 368 | $205K |
| Jacobs & Co. | 0.02% | New | 370 | $205K |
| Charles Schwab Trust Co | 0.02% | New | 368 | $205K |
| Ellevest, Inc. | 0.01% | New | 367 | $204K |
| Asset Dedication, LLC | 0.02% | No change | 367 | $204K |
| Rappaport Reiches Capital Management, LLC | 0.06% | New | 367 | $204K |
| HTLF Bank | 0.02% | New | 364 | $203K |
| Cora Capital Advisors LLC | 0.11% | New | 363 | $202K |
| River Street Advisors LLC | 0.14% | Reduce -40.7% | 362 | $201K |
| Northeast Investment Management | 0.01% | New | 362 | $201K |
| Lowery Thomas, LLC | 0.15% | New | 362 | $201K |
| Garde Capital, Inc. | 0.01% | No change | 362 | $201K |
| Girard Partners LTD. | 0.02% | New | 361 | $201K |
| Fox Hill Wealth Management | 0.14% | New | 361 | $201K |
| Lumbard & Kellner, LLC | 0.10% | New | 360 | $200K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -17.2% | 360 | $200K |
| Bangor Savings Bank | 0.02% | No change | 358 | $199K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -21.5% | 355 | $198K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $195K |
| Pingora Partners LLC | 0.14% | Reduce -6.7% | 350 | $195K |
| Arcadia Investment Management Corp. | 0.03% | No change | 342 | $190K |
| Tyler-Stone Wealth Management | 0.08% | No change | 335 | $186K |
| Silicon Valley Capital Partners | 0.03% | Add +0.3% | 329 | $183K |
| Operose Advisors LLC | 0.06% | No change | 329 | $183K |
| Fairman Group, LLC | 0.16% | Reduce -7.9% | 304 | $169K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 290 | $162K |
| Mather Group, Llc. | 0.00% | Reduce -28.6% | 314 | $159K |
| Contravisory Investment Management, Inc. | 0.03% | Reduce -3.5% | 272 | $151K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -2.9% | 265 | $148K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 265 | $147K |
| SJS Investment Consulting Inc. | 0.03% | No change | 262 | $146K |
| Archer Investment Corp | 0.04% | No change | 256 | $142K |
| Wetzel Investment Advisors, Inc. | 0.08% | Reduce -0.4% | 271 | $140K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $139K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 250 | $139K |
| CNB Bank | 0.06% | No change | 235 | $131K |
| Monetary Management Group Inc. | 0.04% | No change | 230 | $128K |
| IAG Wealth Partners, LLC | 0.03% | Add +780.8% | 229 | $127K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 226 | $126K |
| Hollencrest Capital Management | 0.01% | Add +5.0% | 209 | $116K |
| Beacon Capital Management, LLC | 0.02% | No change | 208 | $116K |
| Lanark Financial, Inc. | 0.01% | Add +36.0% | 189 | $115K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 202 | $112K |
| Rogco, LP | 0.05% | Reduce -5.2% | 200 | $111K |
| Blue Chip Partners, LLC | 0.01% | New | 200 | $111K |
| PFG Private Wealth Management, LLC | 0.07% | No change | 199 | $111K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $110K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 197 | $109K |
| Palisades Hudson Asset Management, L.P. | 0.05% | New | 188 | $105K |
| Godsey & Gibb, Inc. | 0.01% | No change | 185 | $103K |
| Northwest Bank & Trust Co | 0.09% | No change | 195 | $102K |
| LRI Investments, LLC | 0.03% | — | 182 | $101K |
| Banque Cantonale Vaudoise | 0.00% | No change | 182 | $101K |
| EnRich Financial Partners LLC | 0.04% | New | 180 | $100K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -23.9% | 178 | $99K |
| Gables Capital Management Inc. | 0.05% | No change | 177 | $98K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $98K |
| Costello Asset Management, INC | 0.07% | No change | 172 | $96K |
| Assetmark, Inc. | 0.00% | Add +63.0% | 163 | $91K |
| Jones Financial Companies LLLP | 0.00% | Add +43.4% | 162 | $90K |
| Transcendent Capital Group LLC | 0.05% | New | 162 | $90K |
| M&R Capital Management Inc. | 0.02% | No change | 160 | $89K |
| Northwest Investment Counselors, LLC | 0.02% | New | 159 | $88K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 150 | $84K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $83K |
| Horizons Wealth Management | 0.05% | No change | 164 | $83K |
| Mma Asset Management LLC | 0.04% | New | 148 | $82K |
| FSA Wealth Management LLC | 0.04% | No change | 145 | $81K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 136 | $76K |
| RFP Financial Group LLC | 0.03% | No change | 135 | $75K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $73K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 125 | $70K |
| Hilltop National Bank | 0.02% | — | 125 | $70K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $70K |
| Newton One Investments LLC | 0.03% | No change | 121 | $68K |
| First Manhattan Co. Llc. | 0.00% | Add +60.8% | 119 | $66K |
| Canton Hathaway, LLC | 0.02% | No change | 115 | $64K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 114 | $63K |
| Toronto Dominion Bank | 0.00% | No change | 107 | $60K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 105 | $58K |
| Clean Yield Group | 0.02% | No change | 100 | $56K |
| Security National Bank | 0.01% | No change | 100 | $56K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $56K |
| Colonial Trust Advisors | 0.01% | No change | 100 | $56K |
| Islay Capital Management, LLC | 0.04% | No change | 98 | $55K |
| Register Financial Advisors LLC | 0.03% | New | 94 | $52K |
| First Community Trust NA | 0.05% | No change | 90 | $50K |
| Ransom Advisory, Ltd | 0.03% | — | 90 | $50K |
| AdvisorNet Financial, Inc | 0.00% | No change | 90 | $50K |
| Main Street Group, LTD | 0.02% | No change | 90 | $50K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 88 | $49K |
| Smartleaf Asset Management LLC | 0.01% | No change | 88 | $49K |
| Bruce G. Allen Investments, LLC | 0.04% | No change | 87 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $47K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 100 | $46K |
| Bollard Group LLC | 0.00% | No change | 80 | $45K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $44K |
| Toth Financial Advisory Corp. | 0.01% | Add +68.2% | 74 | $41K |
| CoreFirst Bank & Trust | 0.02% | No change | 70 | $39K |
| Country Trust Bank | 0.00% | No change | 66 | $37K |
| Highline Wealth Partners LLC | 0.01% | New | 63 | $35K |
| Signaturefd, LLC | 0.00% | No change | 63 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 57 | $32K |
| Global Trust Asset Management, LLC | 0.01% | No change | 56 | $31K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $31K |
| Evolution Advisers, Inc. | 0.02% | No change | 54 | $31K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $31K |
| National Bank of Canada | 0.00% | Add +19.6% | 55 | $30K |
| Richardson Capital Management LLC | 0.02% | No change | 52 | $29K |
| West Branch Capital LLC | 0.01% | No change | 50 | $28K |
| TruNorth Capital Management, LLC | 0.01% | — | 50 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 50 | $28K |
| City Holding Co. | 0.00% | No change | 50 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 49 | $28K |
| Continuum Advisory, LLC | 0.00% | New | 50 | $27K |
| Norwood Financial Corp | 0.04% | No change | 47 | $26K |
| Concord Wealth Partners | 0.00% | No change | 46 | $26K |
| Ruedi Wealth Management, Inc. | 0.01% | New | 46 | $26K |
| Arax Advisory Partners | 0.00% | Reduce -28.6% | 45 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 45 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 44 | $24K |
| Tidemark, LLC | 0.01% | No change | 43 | $24K |
| Capital Analysts, LLC | 0.00% | Reduce -7.1% | 39 | $22K |
| Amundi | 0.00% | No change | 35 | $18K |
| Financial Connections Group, Inc. | 0.02% | No change | 31 | $18K |
| Clearstead Trust, LLC | 0.00% | New | 32 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 30 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 32 | $16K |
| Cornerstone Planning Group LLC | 0.01% | No change | 30 | $16K |
| Burkett Financial Services, LLC | 0.01% | Reduce -38.1% | 26 | $15K |
| City State Bank | 0.01% | No change | 25 | $14K |
| Arrow Financial Corp | 0.00% | No change | 25 | $14K |
| NewSquare Capital LLC | 0.00% | No change | 25 | $14K |
| Castleview Partners, LLC | 0.01% | Reduce -14.3% | 24 | $13K |
| Activest Wealth Management | 0.01% | Reduce -79.0% | 24 | $13K |
| Annapolis Financial Services, LLC | 0.00% | Reduce -67.2% | 20 | $11K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 19 | $11K |
| Roble, Belko & Company, Inc | 0.00% | No change | 19 | $11K |
| CKW Financial Group | 0.00% | No change | 20 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 19 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 17 | $9K |
| NFSG Corp | 0.00% | Reduce -82.2% | 16 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 16 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 16 | $9K |
| Fortitude Family Office, LLC | 0.01% | No change | 15 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 13 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 11 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -66.7% | 10 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Key Financial Inc | 0.00% | No change | 10 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 10 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 9 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| AllSquare Wealth Management LLC | 0.00% | No change | 6 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is MDY's weight in each manager's 13F, not the share of State Street SPDR S&P Midcap the manager owns.