State Street SPDR S&P MidcapMDYETF
13F holders, Q2 2024 (June 30)1,289holders −5
74new positions
80sold out
3famous investors
$530.18avg. 13F price*
At the end of Q2 2024, 1,289 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 5 from Q1 2024. 74 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($1.3B), Wells Fargo & Company ($715.4M) and Morgan Stanley ($614.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q2 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $246.6M |
| Exits | 80 | $112.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,624,173 shares bought and 1,927,236 shares sold, net −303,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,289 holders
| Bank of America Corp. | 0.12% | Reduce -0.9% | 2,391,267 | $1.3B |
| Wells Fargo & Company | 0.19% | Reduce -1.9% | 1,336,943 | $715.4M |
| Morgan Stanley | 0.05% | Reduce -29.8% | 1,147,877 | $614.2M |
| Northern Trust Corp. | 0.10% | Reduce -0.1% | 1,113,109 | $595.6M |
| US Bancorp \de | 0.77% | Reduce -1.6% | 1,052,245 | $563.0M |
| Pathstone Holdings, LLC | 2.24% | Reduce -2.6% | 925,886 | $495.4M |
| PNC Financial Services Group, Inc. | 0.27% | Reduce -1.8% | 763,017 | $408.3M |
| UBS Group AG | 0.10% | Reduce -1.9% | 610,216 | $326.5M |
| Northwestern Mutual Wealth Management Co. | 0.28% | Reduce -9.3% | 533,690 | $285.6M |
| Bank of Montreal | 0.08% | Add +3.5% | 504,716 | $269.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -14.9% | 487,235 | $260.7M |
| Raymond James & Associates | 0.13% | Add +2.9% | 367,233 | $196.5M |
| Royal Bank of Canada | 0.04% | Reduce -56.9% | 338,531 | $181.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.6% | 321,106 | $171.8M |
| Alliancebernstein L.P. | 0.05% | Add +0.6% | 291,710 | $156.1M |
| BNP Paribas Financial Markets | 0.16% | Add +10.9% | 266,552 | $142.6M |
| Creative Planning | 0.15% | Reduce -2.2% | 259,522 | $138.9M |
| Corient Private Wealth LP | 0.24% | Add +0.9% | 259,509 | $138.9M |
| Arvest Trust Co. N A | 7.78% | Reduce -5.0% | 244,564 | $130.9M |
| Conservest Capital Advisors, Inc. | 13.92% | Reduce -4.2% | 231,963 | $129.1M |
| MAI Capital Management | 1.23% | Add +13.0% | 233,055 | $124.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 173,470 | $92.8M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +5.9% | 146,894 | $78.6M |
| HighTower Advisors, LLC | 0.12% | Reduce -2.1% | 141,170 | $75.5M |
| LPL Financial LLC | 0.04% | Add +0.3% | 139,608 | $74.7M |
| Whittier Trust Co. | 1.06% | Add +0.3% | 139,504 | $74.6M |
| Welch & Forbes LLC | 0.99% | Reduce -9.0% | 139,912 | $74.3M |
| Waddell & Associates, LLC | 9.60% | Add +1.1% | 136,396 | $73.0M |
| USA Financial Formulas | 11.45% | New | 131,970 | $70.6M |
| Ameriprise Financial Inc. | 0.02% | Add +38.3% | 125,670 | $67.2M |
| FineMark National Bank & Trust | 2.47% | Reduce -1.1% | 125,231 | $67.0M |
| Brown Advisory Inc. | 0.09% | Add +6.6% | 122,276 | $65.4M |
| Hills Bank & Trust Co | 5.26% | Add +0.2% | 121,386 | $65.0M |
| Montag A & Associates Inc. | 2.96% | Reduce -1.2% | 109,077 | $58.6M |
| Employees Retirement System of Texas | 0.64% | No change | 108,500 | $58.1M |
| Commonwealth Equity Services, LLC | 0.09% | Add +7.0% | 108,302 | $58.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Add +114.4% | 107,037 | $57.3M |
| Truist Financial Corp. | 0.08% | Add +1.0% | 103,975 | $55.6M |
| Mariner, LLC | 0.11% | Add +1.1% | 102,280 | $54.7M |
| SG Americas Securities, LLC | 0.34% | Reduce -2.3% | 99,448 | $53.2M |
| Susquehanna International Group, LLP | 0.09% | Add +97.8% | 98,865 | $52.9M |
| WASHINGTON TRUST Co | 1.93% | Reduce -6.0% | 98,816 | $52.9M |
| Cerity Partners LLC | 0.14% | Add +5.9% | 95,528 | $51.2M |
| Sandy Spring Bank | 2.23% | Reduce -2.1% | 94,344 | $50.5M |
| Cercano Management LLC | 1.20% | Add +692.0% | 83,934 | $45.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +118.9% | 81,602 | $43.7M |
| Hyman Charles D | 2.30% | Add +0.7% | 77,241 | $41.3M |
| Cetera Investment Advisers | 0.09% | Add +21.2% | 76,990 | $41.2M |
| Modern Wealth Management, LLC | 3.01% | New | 76,178 | $40.8M |
| Henshaw Capital LLC | 1.81% | No change | 75,050 | $40.2M |
| Portland Global Advisors LLC | 5.25% | Reduce -2.8% | 72,330 | $38.7M |
| Barclays PLC | 0.02% | Add +86.6% | 70,462 | $37.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 70,453 | $37.7M |
| Pittenger & Anderson Inc. | 1.52% | Add +0.6% | 69,340 | $37.1M |
| Blair William & Co. | 0.11% | Add +2.5% | 68,429 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Add +14.9% | 67,053 | $35.9M |
| Whittier Trust Co. of Nevada Inc. | 0.98% | Add +1.2% | 66,036 | $35.3M |
| Financial Counselors Inc. | 0.57% | Add +1.7% | 65,886 | $35.3M |
| Pinnacle Associates Ltd. | 0.54% | Reduce -0.4% | 64,629 | $34.6M |
| Pinkerton Wealth, LLC | 5.23% | New | 63,618 | $34.0M |
| MetLife Investment Management, LLC | 0.20% | Reduce -14.6% | 62,700 | $33.5M |
| Captrust Financial Advisors | 0.11% | Reduce -0.2% | 61,999 | $33.2M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Reduce -0.3% | 61,690 | $33.1M |
| Divergent Planning, LLC | 13.15% | Add +3.1% | 61,926 | $33.0M |
| Smith, Moore & Co. | 3.34% | Add +0.9% | 60,428 | $32.3M |
| MassMutual Private Wealth & Trust, FSB | 0.98% | Add +3.2% | 60,074 | $32.1M |
| Ascent Wealth Partners, LLC | 4.61% | Reduce -0.7% | 58,786 | $31.5M |
| Peapack Gladstone Financial Corp. | 0.47% | Reduce -0.5% | 57,004 | $30.5M |
| Stifel Financial Corp. | 0.03% | Add +8.4% | 56,409 | $30.2M |
| BlackRock Inc. | 0.00% | Add +56.8% | 56,045 | $30.0M |
| Baird Financial Group, Inc. | 0.06% | Reduce -2.7% | 54,743 | $29.3M |
| Heritage Investors Management Corp. | 1.01% | Reduce -1.2% | 53,957 | $28.9M |
| Clearstead Advisors, LLC | 0.49% | Add +1.2% | 53,676 | $28.7M |
| Chicago Partners Investment Group LLC | 1.10% | Add +5.7% | 50,378 | $28.4M |
| Oldfather Financial Services, LLC | 11.42% | Add +0.2% | 52,028 | $27.8M |
| Cresset Asset Management, LLC | 0.12% | Add +40.0% | 51,007 | $27.4M |
| Citizens Financial Group Inc. | 0.60% | Add +10.4% | 50,665 | $27.1M |
| First Hawaiian Bank | 0.91% | Add +2.7% | 50,291 | $26.9M |
| Passaic Partners LLC | 3.95% | Add +110.6% | 50,258 | $26.9M |
| Citadel Advisors | 0.03% | Reduce -35.9% | 49,303 | $26.4M |
| Crewe Advisors LLC | 2.91% | Add +0.1% | 48,517 | $26.0M |
| Cumberland Advisors Inc. | 10.32% | Add +5.0% | 47,102 | $25.2M |
| Retirement Systems of Alabama | 0.10% | Add +0.3% | 47,099 | $25.2M |
| Conning Inc. | 0.91% | Reduce -2.9% | 45,422 | $24.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.2% | 44,784 | $24.0M |
| Klingman & Associates, LLC | 1.61% | Reduce -0.6% | 44,395 | $23.8M |
| Citigroup Inc. | 0.02% | Reduce -77.2% | 43,096 | $23.1M |
| LCM Capital Management Inc | 14.11% | Add +1.1% | 42,280 | $22.6M |
| Kowal Investment Group, LLC | 4.49% | Reduce -1.1% | 42,095 | $22.5M |
| Dumont & Blake Investment Advisors LLC | 3.11% | Add +100.5% | 41,061 | $22.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +0.6% | 40,911 | $21.9M |
| IFG Advisors, LLC | 5.14% | Add +3.6% | 40,525 | $21.7M |
| Edge Capital Group, LLC | 1.03% | Reduce -3.9% | 39,738 | $21.3M |
| Comerica Bank | 0.09% | Reduce -16.5% | 39,283 | $21.0M |
| Millennium Management | 0.02% | Add +1603.6% | 38,825 | $20.8M |
| Waldron Private Wealth LLC | 0.91% | Reduce -0.9% | 37,845 | $20.3M |
| Johnson Investment Counsel Inc. | 0.21% | Reduce -0.4% | 36,794 | $19.7M |
| Qube Research & Technologies Ltd | 0.04% | Add +293.0% | 36,345 | $19.4M |
| Granite Bay Wealth Management, LLC | 10.35% | Add +10.2% | 36,117 | $19.3M |
| 1ST Source Bank | 1.13% | Reduce -1.0% | 36,007 | $19.3M |
| M&T Bank Corp | 0.06% | Reduce -2.2% | 35,414 | $19.0M |
| Pinnacle Financial Partners Inc | 0.40% | Reduce -1.0% | 35,154 | $18.8M |
| Steele Capital Management, Inc. | 1.03% | Reduce -4.3% | 34,372 | $18.5M |
| Prio Wealth Limited Partnership | 0.54% | Reduce -5.8% | 33,661 | $18.0M |
| Buckingham Strategic Wealth, LLC | 0.18% | Reduce -2.5% | 33,401 | $17.9M |
| GYL Financial Synergies, LLC | 1.36% | Reduce -0.3% | 32,999 | $17.7M |
| Vestor Capital, LLC | 1.42% | Add +1.2% | 32,876 | $17.6M |
| Bessemer Group Inc. | 0.03% | Reduce -0.6% | 32,732 | $17.5M |
| Tandem Wealth Advisors LLC | 9.38% | Add +1.0% | 32,711 | $17.5M |
| Lido Advisors, LLC | 0.14% | Add +25.0% | 32,116 | $17.2M |
| Certuity, LLC | 1.37% | Reduce -1.9% | 32,162 | $17.2M |
| Composition Wealth, LLC | 0.42% | Reduce -3.0% | 32,017 | $17.1M |
| Trustmark Bank Trust Department | 1.37% | Reduce -0.0% | 31,878 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +28.7% | 31,812 | $17.0M |
| Wealth Alliance Advisory Group, LLC | 3.83% | Reduce -20.1% | 31,761 | $17.0M |
| Curi Capital, LLC | 0.40% | Reduce -0.4% | 31,517 | $16.9M |
| Curbstone Financial Management Corp | 3.54% | Reduce -0.1% | 30,436 | $16.3M |
| Glenmede Trust Co. NA | 0.08% | Add +39.0% | 30,432 | $16.3M |
| EP Wealth Advisors, LLC | 0.17% | Add +6.7% | 30,236 | $16.2M |
| Simmons Bank | 1.19% | Add +14.7% | 29,501 | $15.8M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +30.4% | 28,985 | $15.6M |
| BW Gestao de Investimentos Ltda. | 2.02% | New | 28,645 | $15.3M |
| Hancock Whitney Corp. | 0.51% | Reduce -2.2% | 28,336 | $15.2M |
| Squarepoint Ops LLC | 0.06% | New | 27,537 | $14.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.07% | Reduce -40.0% | 26,901 | $14.4M |
| D. E. Shaw & Co. | 0.02% | New | 26,819 | $14.4M |
| Commerce Bank | 0.09% | Reduce -0.4% | 26,624 | $14.2M |
| FMR LLC | 0.00% | Add +5.4% | 26,305 | $14.1M |
| Tiller Private Wealth, Inc. | 6.13% | Add +0.0% | 26,091 | $14.0M |
| Wellspring Financial Advisors, LLC | 1.54% | Reduce -3.1% | 25,690 | $13.7M |
| Clear Creek Financial Management, LLC | 1.66% | Add +2756.1% | 25,619 | $13.7M |
| Savant Capital, LLC | 0.14% | Add +56.1% | 25,230 | $13.5M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Reduce -2.1% | 24,662 | $13.2M |
| Atlantic Edge Private Wealth Management, LLC | 4.41% | Reduce -0.3% | 24,649 | $13.2M |
| Carnegie Investment Counsel | 0.41% | Reduce -3.1% | 24,319 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -1.1% | 24,263 | $13.0M |
| MML Investors Services, LLC | 0.05% | Reduce -1.2% | 23,866 | $12.8M |
| Caldwell Trust Co | 1.38% | Reduce -2.5% | 23,310 | $12.5M |
| Prescott Group Capital Management, L.L.C. | 1.93% | No change | 23,083 | $12.4M |
| MCF Advisors LLC | 0.93% | Reduce -1.2% | 23,035 | $12.3M |
| SlateStone Wealth, LLC | 1.32% | Reduce -0.3% | 22,715 | $12.2M |
| Avantax Advisory Services, Inc. | 0.08% | Add +3.5% | 22,031 | $11.8M |
| Mill Creek Capital Advisors, LLC | 0.29% | Add +61.8% | 21,231 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +32.5% | 21,109 | $11.3M |
| First Heartland Consultants, Inc. | 1.11% | Add +3669.1% | 20,956 | $11.2M |
| Trifecta Capital Advisors, LLC | 2.47% | Reduce -0.5% | 20,828 | $11.1M |
| Exchange Capital Management, Inc. | 1.81% | Reduce -4.9% | 20,769 | $11.1M |
| Cwm, LLC | 0.05% | Add +2.1% | 20,693 | $11.1M |
| jvl associates llc | 4.27% | Reduce -0.4% | 19,912 | $10.7M |
| First Financial Bank - Trust Division | 1.05% | Reduce -6.4% | 19,873 | $10.6M |
| Country Club Bank | 0.73% | Reduce -9.8% | 19,802 | $10.6M |
| Old National Bancorp | 0.25% | Reduce -0.1% | 19,679 | $10.5M |
| Lutz Financial Services LLC | 0.91% | Reduce -0.1% | 19,572 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.34% | New | 19,216 | $10.3M |
| Bordeaux Wealth Advisors LLC | 1.96% | No change | 19,184 | $10.3M |
| Callan Family Office, LLC | 1.96% | Add +64.3% | 19,118 | $10.2M |
| Linscomb Wealth, Inc. | 0.53% | Reduce -3.4% | 19,112 | $10.2M |
| Nixon Peabody Trust Co. | 0.89% | Reduce -54.8% | 18,611 | $10.0M |
| NBT Bank, N.A. | 0.70% | Reduce -1.4% | 18,185 | $9.7M |
| Shapiro Capital Management LLC | 0.29% | Reduce -53.9% | 18,100 | $9.7M |
| First Merchants Corp. | 0.39% | Reduce -2.5% | 17,958 | $9.6M |
| Central Bank & Trust Co. | 1.33% | Reduce -8.2% | 17,899 | $9.6M |
| Kingfisher Capital LLC | 2.25% | Reduce -0.8% | 17,832 | $9.5M |
| Peddock Capital Advisors, LLC | 2.44% | Add +1.5% | 17,722 | $9.5M |
| Arvest Investments, Inc. | 1.52% | Reduce -0.9% | 17,714 | $9.5M |
| Harbour Trust & Investment Management Co | 1.13% | Reduce -0.5% | 17,662 | $9.5M |
| Fifth Third Securities, Inc. | 0.87% | Reduce -0.4% | 17,553 | $9.4M |
| Mechanics Bank Trust Department | 1.32% | Reduce -1.4% | 17,215 | $9.2M |
| Brown Brothers Harriman & Co. | 0.07% | Reduce -14.8% | 17,212 | $9.2M |
| Hummer Financial Advisory Services Inc | 7.95% | Reduce -1.8% | 17,138 | $9.2M |
| Agf Management Ltd. | 0.05% | Reduce -13.6% | 17,062 | $9.1M |
| Legacy Advisors, LLC | 1.11% | Reduce -0.1% | 17,056 | $9.1M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -8.8% | 16,726 | $8.9M |
| Howard Capital Management, LLC | 0.88% | Add +1.3% | 16,642 | $8.9M |
| Madison Asset Management, LLC | 0.11% | Add +112.5% | 16,507 | $8.8M |
| Boston Financial Mangement LLC | 0.28% | No change | 16,382 | $8.8M |
| World Investment Advisors | 0.54% | Add +60.8% | 16,289 | $8.7M |
| Capstone Financial Advisors, Inc. | 0.57% | Reduce -0.1% | 16,216 | $8.7M |
| Raymond James Trust N.A. | 0.20% | Reduce -0.2% | 16,104 | $8.6M |
| GFS Advisors, LLC | 1.38% | Reduce -3.3% | 15,458 | $8.6M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.7% | 15,935 | $8.5M |
| GTS Securities LLC | 0.18% | Reduce -4.7% | 15,816 | $8.5M |
| Victory Financial Group, LLC | 3.96% | Add +10.6% | 15,799 | $8.5M |
| KCM Investment Advisors LLC | 0.30% | Reduce -1.4% | 15,758 | $8.4M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -1.0% | 15,602 | $8.3M |
| Moloney Securities Asset Management, LLC | 1.18% | Add +298.7% | 15,107 | $8.1M |
| Grove Bank & Trust | 1.27% | Reduce -0.7% | 14,813 | $7.9M |
| Means Investment Co., Inc. | 0.94% | Reduce -21.3% | 14,766 | $7.9M |
| Granite FO LLC | 5.01% | Reduce -0.6% | 14,641 | $7.8M |
| HSBC Holdings PLC | 0.01% | Add +83.4% | 14,459 | $7.7M |
| Boston Family Office LLC | 0.56% | Reduce -10.5% | 14,416 | $7.7M |
| Madison Park Capital Advisors, LLC | 6.44% | Add +22.3% | 14,396 | $7.7M |
| Canopy Partners, LLC | 3.55% | No change | 14,273 | $7.6M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 14,270 | $7.6M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $7.6M |
| RMR Wealth Builders | 0.87% | Add +0.9% | 14,189 | $7.6M |
| Chesley Taft & Associates LLC | 0.38% | Add +3.3% | 14,126 | $7.6M |
| Pacific Center for Financial Services | 2.12% | Add +0.3% | 14,115 | $7.6M |
| Montz Harcus Wealth Management LLC | 4.89% | Add +0.8% | 14,082 | $7.5M |
| Arbor Trust Wealth Advisors, LLC | 3.91% | Add +0.5% | 13,873 | $7.5M |
| Smith Anglin Financial, LLC | 0.75% | Add +0.3% | 13,816 | $7.4M |
| AMG National Trust Bank | 0.20% | Add +62.8% | 13,766 | $7.4M |
| Csenge Advisory Group | 0.42% | Add +3.4% | 13,727 | $7.3M |
| Unionview, LLC | 5.98% | Reduce -0.5% | 13,694 | $7.3M |
| Boyd Watterson Asset Management LLC | 2.11% | Reduce -1.8% | 13,680 | $7.3M |
| Busey Bank | 0.25% | Reduce -0.3% | 13,589 | $7.3M |
| Colorado Capital Management, Inc. | 3.93% | Reduce -0.3% | 13,156 | $7.0M |
| AE Wealth Management LLC | 0.07% | Add +908.3% | 13,128 | $7.0M |
| Private Advisor Group, LLC | 0.05% | Add +0.9% | 13,007 | $7.0M |
| Meridian Wealth Advisors, LLC | 1.22% | Reduce -0.9% | 12,793 | $6.8M |
| Staley Capital Advisers Inc. | 0.31% | Add +3.5% | 12,702 | $6.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +38.2% | 17,003 | $6.7M |
| Sand Hill Global Advisors, LLC | 0.30% | Add +4.0% | 12,283 | $6.6M |
| Dakota Wealth Management | 0.15% | Reduce -0.3% | 12,204 | $6.5M |
| Ameritas Investment Partners, Inc. | 0.22% | Reduce -7.7% | 12,045 | $6.4M |
| Community Bank, N.A. | 0.84% | Reduce -2.4% | 11,957 | $6.4M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -4.2% | 11,936 | $6.4M |
| Synovus Financial Corp. | 0.08% | Add +0.0% | 11,810 | $6.3M |
| Scarborough Advisors, LLC | 2.59% | Reduce -4.7% | 11,777 | $6.3M |
| Williams Jones Wealth Management, LLC. | 0.08% | Reduce -8.0% | 11,773 | $6.3M |
| Wealthspire Advisors, LLC | 0.08% | Reduce -5.2% | 11,680 | $6.2M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -9.1% | 11,497 | $6.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.63% | Add +0.0% | 11,487 | $6.1M |
| Palisade Asset Management, LLC | 0.63% | Reduce -8.8% | 11,462 | $6.1M |
| TKG Advisors, LLC | 3.29% | Add +0.1% | 11,315 | $6.1M |
| Townsquare Capital LLC | 0.08% | Add +781.0% | 11,268 | $6.0M |
| Yousif Capital Management, LLC | 0.07% | Reduce -36.6% | 11,229 | $6.0M |
| Balboa Wealth Partners | 1.58% | Add +22.3% | 11,145 | $6.0M |
| Pegasus Partners Ltd. | 0.60% | Reduce -2.1% | 11,125 | $6.0M |
| Dohj, LLC | 1.48% | Add +1605.7% | 11,087 | $5.9M |
| Latigo Investments, LLC | 3.00% | No change | 10,962 | $5.9M |
| Hanover Advisors Inc. | 2.61% | Reduce -13.7% | 10,960 | $5.9M |
| Adirondack Trust Co. | 2.38% | Reduce -1.7% | 10,915 | $5.8M |
| Diversified Portfolios, Inc. | 0.77% | Reduce -0.7% | 10,909 | $5.8M |
| First Horizon Advisors, Inc. | 0.18% | Add +9.7% | 10,886 | $5.8M |
| Retirement Income Solutions, Inc. | 1.39% | Reduce -5.2% | 10,785 | $5.8M |
| Norden Group LLC | 1.16% | Add +1362.5% | 10,691 | $5.7M |
| Focus Partners Wealth | 0.02% | Add +41.4% | 10,536 | $5.6M |
| Oppenheimer & Co. Inc. | 0.09% | Add +51.6% | 10,449 | $5.6M |
| Gries Financial LLC | 1.13% | Reduce -0.1% | 10,230 | $5.5M |
| Leavell Investment Management, Inc. | 0.30% | No change | 10,190 | $5.5M |
| Flputnam Investment Management Co. | 0.10% | Add +2.9% | 10,103 | $5.4M |
| Firestone Capital Management | 1.47% | Reduce -1.2% | 10,084 | $5.4M |
| Peak Asset Management, LLC | 1.05% | Reduce -3.5% | 10,047 | $5.4M |
| RBF Capital, LLC | 0.31% | No change | 10,000 | $5.4M |
| Lodestar Private Asset Management LLC | 0.74% | Reduce -0.1% | 9,985 | $5.3M |
| Bank of New Hampshire | 1.39% | Reduce -0.0% | 9,961 | $5.3M |
| Vantage Financial Partners Ltd., Inc. | 1.32% | Add +13.6% | 9,941 | $5.3M |
| Inspire Trust Co, N.A. | 1.75% | Add +23.7% | 9,922 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.87% | Reduce -1.2% | 9,882 | $5.3M |
| Bokf, NA | 0.09% | Reduce -1.7% | 9,821 | $5.3M |
| Flow Traders U.S. LLC | 0.26% | Reduce -43.5% | 9,802 | $5.2M |
| Resonant Capital Advisors, LLC | 0.42% | Reduce -0.4% | 9,719 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +2.6% | 9,681 | $5.2M |
| HB Wealth Management, LLC | 0.06% | Reduce -9.8% | 9,678 | $5.2M |
| Daymark Wealth Partners, LLC | 0.24% | Add +486.3% | 9,615 | $5.1M |
| Sigma Planning Corp | 0.16% | Add +15.4% | 9,559 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.8% | 9,528 | $5.1M |
| Motco | 0.30% | Reduce -0.6% | 9,511 | $5.1M |
| Sageworth Trust Co | 0.32% | No change | 9,506 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,444 | $5.1M |
| G&S Capital LLC | 2.15% | Reduce -0.8% | 8,888 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +2.0% | 9,175 | $4.9M |
| Associated Banc-Corp | 0.15% | Reduce -6.3% | 9,141 | $4.9M |
| Cape Cod Five Cents Savings Bank | 0.47% | Reduce -4.7% | 9,106 | $4.9M |
| Court Place Advisors, LLC | 1.48% | Add +2.1% | 8,827 | $4.7M |
| Newport Capital Group, LLC | 3.74% | — | 8,826 | $4.7M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +0.1% | 8,788 | $4.7M |
| Ti-Trust, Inc. | 3.62% | Add +2.5% | 8,784 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.45% | Reduce -0.5% | 8,627 | $4.6M |
| Allworth Financial LP | 0.03% | Reduce -0.9% | 8,356 | $4.6M |
| Steel Grove Capital Advisors, LLC | 0.64% | Reduce -27.3% | 8,596 | $4.6M |
| Choreo, LLC | 0.08% | Add +37.7% | 8,658 | $4.6M |
| Boothbay Fund Management, LLC | 0.16% | Reduce -25.8% | 8,571 | $4.6M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.7% | 8,439 | $4.5M |
| Intrepid Financial Planning Group LLC | 1.93% | Add +0.1% | 8,414 | $4.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.59% | Add +2.1% | 8,304 | $4.4M |
| CMG Global Holdings, LLC | 2.94% | Add +2.6% | 8,299 | $4.4M |
| Sonata Capital Group Inc. | 2.24% | Reduce -5.5% | 8,159 | $4.4M |
| Barrett & Company, Inc. | 1.97% | Reduce -2.7% | 8,128 | $4.3M |
| Highview Capital Management LLC | 1.80% | Reduce -0.1% | 8,111 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -55.3% | 8,100 | $4.3M |
| Weil Company, Inc. | 1.57% | Reduce -2.1% | 8,028 | $4.3M |
| NBW Capital LLC | 0.84% | New | 7,961 | $4.3M |
| Bay Rivers Group | 2.21% | Add +0.8% | 7,936 | $4.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.66% | Add +3.8% | 7,541 | $4.2M |
| Ieq Capital, LLC | 0.06% | Add +17.9% | 7,921 | $4.2M |
| Benchmark Financial Wealth Advisors, LLC | 1.56% | Add +1.1% | 7,866 | $4.2M |
| Keybank National Association | 0.02% | Add +6.1% | 7,861 | $4.2M |
| Harbour Investments, Inc. | 0.14% | Add +0.7% | 7,809 | $4.2M |
| Evensky & Katz LLC | 0.29% | Reduce -2.4% | 7,806 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | — | 7,882 | $4.2M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Reduce -0.3% | 7,796 | $4.2M |
| Houlihan Financial Resource Group, Ltd. | 2.80% | No change | 7,676 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Reduce -1.2% | 7,630 | $4.1M |
| LYNX Capital Group Ltd. | 2.81% | Add +2.0% | 7,603 | $4.1M |
| Segment Wealth Management, LLC | 0.30% | No change | 7,561 | $4.0M |
| Mirabella Financial Services LLP | 0.33% | New | 7,400 | $4.0M |
| Renaissance Investment Group LLC | 0.84% | Reduce -0.2% | 7,323 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -19.1% | 7,200 | $3.9M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -0.8% | 7,166 | $3.8M |
| North Star Investment Management Corp. | 0.28% | Add +1.6% | 7,166 | $3.8M |
| Midwest Financial Group LLC | 2.44% | Add +2.5% | 7,164 | $3.8M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -7.7% | 7,105 | $3.8M |
| Haverford Trust Co | 0.04% | Reduce -0.2% | 7,099 | $3.8M |
| JMG Financial Group, Ltd. | 0.14% | No change | 7,049 | $3.8M |
| Union Savings Bank | 1.97% | Reduce -1.0% | 7,003 | $3.7M |
| Davis R M Inc. | 0.08% | Reduce -0.8% | 6,909 | $3.7M |
| IFP Advisors, Inc | 0.15% | Reduce -2.8% | 6,906 | $3.7M |
| Sentinel Trust Co. Lba | 0.45% | Add +159.4% | 6,825 | $3.7M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -1.2% | 6,819 | $3.6M |
| Sharp Wealth Advisory, LLC | 3.11% | New | 6,783 | $3.6M |
| Bailard, Inc. | 0.10% | Reduce -0.3% | 6,758 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.2% | 6,715 | $3.6M |
| RVW Wealth, LLC | 0.36% | Reduce -9.3% | 6,695 | $3.6M |
| Jordan Park Group LLC | 0.27% | Add +74.8% | 6,660 | $3.6M |
| Salomon & Ludwin, LLC | 0.40% | Reduce -17.3% | 6,647 | $3.6M |
| Smith Chas P & Associates Pa Cpas | 0.21% | No change | 6,624 | $3.5M |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.21% | Add +1224.8% | 6,624 | $3.5M |
| Prospera Financial Services Inc | 0.10% | Add +0.4% | 6,595 | $3.5M |
| Glen Eagle Advisors, LLC | 0.64% | Add +0.3% | 6,555 | $3.5M |
| NewEdge Advisors, LLC | 0.03% | Add +25.2% | 6,523 | $3.5M |
| Apollon Wealth Management, LLC | 0.11% | Add +0.5% | 6,514 | $3.5M |
| Breakwater Capital Group | 0.79% | Add +7.8% | 6,505 | $3.5M |
| Summit Wealth Partners, LLC | 0.72% | Reduce -1.4% | 6,495 | $3.5M |
| RFG Advisory, LLC | 0.11% | Add +276.7% | 6,486 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Add +1.8% | 6,405 | $3.4M |
| Steph & Co. | 1.17% | Reduce -1.4% | 6,392 | $3.4M |
| Bristlecone Advisors, LLC | 0.29% | Add +0.3% | 6,374 | $3.4M |
| Orange Investment Advisors, Inc. | 0.44% | Add +16.7% | 6,787 | $3.4M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -0.6% | 6,338 | $3.4M |
| Gould Asset Management LLC | 0.78% | Reduce -1.6% | 6,336 | $3.4M |
| Sepio Capital, LP | 0.31% | No change | 6,300 | $3.4M |
| Ballentine Partners, LLC | 0.06% | Reduce -2.3% | 6,291 | $3.4M |
| Johnson Financial Group, Inc. | 0.16% | Reduce -1.1% | 6,243 | $3.4M |
| Summit Financial, LLC | 0.15% | Add +14.5% | 6,240 | $3.4M |
| Clear Point Advisors Inc. | 2.73% | Add +0.2% | 6,220 | $3.3M |
| Charter Research & Investment Group, Inc. | 2.61% | Reduce -2.2% | 6,189 | $3.3M |
| Belpointe Asset Management LLC | 0.23% | Add +69.3% | 6,127 | $3.3M |
| Fiduciary Trust Co | 0.05% | Reduce -4.3% | 6,096 | $3.3M |
| Fifth Third Bancorp | 0.01% | Reduce -1.1% | 6,030 | $3.2M |
| Romano Brothers and Company | 0.44% | Add +2.3% | 5,982 | $3.2M |
| Greenup Street Wealth Management LLC | 0.75% | New | 5,978 | $3.2M |
| Proficio Capital Partners LLC | 0.34% | Add +6.6% | 5,974 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -0.0% | 5,958 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 5,899 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.2% | 5,887 | $3.2M |
| Paladin Advisory Group, LLC | 2.44% | Add +0.5% | 5,919 | $3.1M |
| Paulson Wealth Management Inc. | 0.91% | Reduce -1.2% | 5,839 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +4.6% | 5,782 | $3.1M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -0.1% | 5,778 | $3.1M |
| Audent Global Asset Management, LLC | 3.20% | Add +1.0% | 5,745 | $3.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.0% | 5,733 | $3.1M |
| Keeley-Teton Advisors, LLC | 0.39% | Add +5.6% | 5,689 | $3.0M |
| Whalerock Point Partners, LLC | 0.81% | No change | 5,645 | $3.0M |
| Flagstar Securities, Inc. | 0.82% | Add +8.3% | 5,548 | $3.0M |
| Larson Financial Group LLC | 0.20% | Add +1.0% | 5,518 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -2.7% | 5,179 | $2.9M |
| Global Retirement Partners, LLC | 0.09% | Add +5.4% | 5,503 | $2.9M |
| Joel Isaacson & Co., LLC | 0.15% | Add +0.1% | 5,489 | $2.9M |
| Independent Financial Group, LLC | 0.12% | Add +140.2% | 5,441 | $2.9M |
| Pegasus Asset Management, Inc. | 0.91% | Reduce -1.4% | 5,440 | $2.9M |
| Advisory Services Network, LLC | 0.06% | Add +15.3% | 5,420 | $2.9M |
| Penobscot Investment Management Company, Inc. | 0.28% | Reduce -0.7% | 5,366 | $2.9M |
| SVB Wealth LLC | 0.07% | Reduce -29.3% | 5,345 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -0.9% | 5,322 | $2.9M |
| Matrix Asset Advisors Inc. | 0.34% | Reduce -0.2% | 5,266 | $2.8M |
| Black Diamond Financial, LLC | 0.54% | Add +649.9% | 5,264 | $2.8M |
| Greenleaf Trust | 0.03% | Add +2.3% | 5,246 | $2.8M |
| Woodstock Corp. | 0.28% | Add +10.6% | 5,221 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +49.8% | 5,205 | $2.8M |
| Miller Investment Management, LP | 0.33% | No change | 5,201 | $2.8M |
| Sabal Trust CO | 0.17% | Reduce -6.7% | 5,192 | $2.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.16% | Reduce -0.1% | 5,190 | $2.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.66% | Reduce -2.6% | 5,120 | $2.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 5,116 | $2.7M |
| Delta Financial Group, Inc. | 1.15% | Add +3.0% | 5,113 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -1.2% | 5,100 | $2.7M |
| Argent Trust Co | 0.12% | No change | 5,098 | $2.7M |
| IFG Advisory, LLC | 0.17% | Reduce -6.6% | 5,076 | $2.7M |
| Harvest Investment Services, LLC | 1.07% | Add +43.0% | 5,046 | $2.7M |
| Shoker Investment Counsel, Inc. | 0.95% | Reduce -1.6% | 5,032 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -0.3% | 5,008 | $2.7M |
| St. Johns Investment Management Company, LLC | 1.27% | Reduce -0.1% | 5,019 | $2.7M |
| PFG Advisors | 0.18% | Reduce -3.0% | 5,016 | $2.7M |
| Spinnaker Trust | 0.17% | Reduce -1.5% | 5,001 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.48% | Reduce -0.5% | 4,921 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -1.6% | 4,921 | $2.6M |
| Raffa Wealth Management, LLC | 0.75% | No change | 4,917 | $2.6M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -1.0% | 4,902 | $2.6M |
| Diversified Trust Co. | 0.07% | Reduce -2.5% | 4,876 | $2.6M |
| Money Concepts Capital Corp. | 0.22% | Reduce -3.3% | 4,871 | $2.6M |
| Asset Management Group, Inc. | 0.40% | Add +0.4% | 4,864 | $2.6M |
| Sterling Investment Advisors, Ltd. | 0.70% | Reduce -3.3% | 4,851 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +1.4% | 4,775 | $2.6M |
| New England Private Wealth Advisors LLC | 0.44% | Add +0.0% | 4,721 | $2.5M |
| Naples Global Advisors, LLC | 0.25% | No change | 4,675 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -0.1% | 4,692 | $2.5M |
| Precedent Wealth Partners, LLC | 1.01% | No change | 4,691 | $2.5M |
| Capital Advisory Group Advisory Services, LLC | 1.07% | Add +1.4% | 4,662 | $2.5M |
| Courier Capital LLC | 0.20% | Reduce -4.1% | 4,632 | $2.5M |
| InTrack Investment Management Inc | 1.75% | Add +16.8% | 4,609 | $2.5M |
| Hoylecohen, LLC | 0.19% | Reduce -0.2% | 4,587 | $2.5M |
| Meridian Wealth Management, LLC | 0.29% | New | 4,580 | $2.5M |
| West Paces Advisors Inc. | 0.64% | Reduce -0.0% | 4,560 | $2.4M |
| Tower View Wealth Management LLC | 1.40% | Add +3.6% | 4,553 | $2.4M |
| Insigneo Advisory Services, LLC | 0.27% | Reduce -25.4% | 4,612 | $2.4M |
| Winthrop Advisory Group LLC | 0.33% | No change | 4,320 | $2.4M |
| Element Pointe Advisors, LLC | 0.61% | No change | 4,500 | $2.4M |
| Graypoint LLC | 0.17% | No change | 4,496 | $2.4M |
| Davidson Trust Co. | 1.66% | No change | 4,495 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -15.7% | 4,486 | $2.4M |
| Element Wealth, LLC | 1.35% | Add +3.4% | 4,486 | $2.4M |
| Sage Financial Management Group, Inc. | 7.26% | Reduce -1.2% | 4,464 | $2.4M |
| Venturi Wealth Management, LLC | 0.14% | No change | 4,422 | $2.4M |
| Veracity Capital LLC | 0.97% | No change | 4,359 | $2.3M |
| Coastline Trust Co | 0.27% | Reduce -3.2% | 4,359 | $2.3M |
| Baron Financial Group, LLC | 1.46% | Reduce -2.5% | 4,304 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +1.9% | 4,283 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +147.0% | 4,248 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +8.8% | 4,254 | $2.3M |
| Salem Investment Counselors Inc. | 0.07% | No change | 4,197 | $2.3M |
| Lake Street Advisors Group, LLC | 0.11% | Add +7.7% | 4,196 | $2.3M |
| WealthBridge Capital Management, LLC | 0.74% | Add +4.6% | 4,186 | $2.2M |
| Whitegate Investment Counselors, Inc. | 0.63% | No change | 4,150 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +0.6% | 4,140 | $2.2M |
| Transatlantique Private Wealth LLC | 0.90% | Reduce -0.1% | 4,129 | $2.2M |
| Lionsbridge Wealth Management LLC | 1.77% | Reduce -29.0% | 4,118 | $2.2M |
| UMB Bank, n.a. | 0.04% | No change | 4,085 | $2.2M |
| Revolve Wealth Partners, LLC | 0.36% | No change | 4,033 | $2.2M |
| CoreCap Advisors, LLC | 0.22% | Add +468.6% | 4,026 | $2.2M |
| Horizon Family Wealth, Inc. | 1.63% | Add +0.0% | 4,008 | $2.1M |
| Nicolet Advisory Services, LLC | 0.20% | Add +0.1% | 3,977 | $2.1M |
| Soltis Investment Advisors LLC | 0.22% | Reduce -0.3% | 3,963 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +51.0% | 3,960 | $2.1M |
| Crescent Sterling, Ltd. | 2.00% | Add +3.7% | 3,897 | $2.1M |
| Cambridge Advisors Inc. | 0.48% | Reduce -3.7% | 3,879 | $2.1M |
| Wesbanco Bank Inc. | 0.08% | Add +16.9% | 3,876 | $2.1M |
| Intelligent Financial Strategies | 1.27% | No change | 3,857 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.58% | No change | 3,853 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.52% | Reduce -1.8% | 3,840 | $2.1M |
| Caprock Group, LLC | 0.08% | Reduce -0.1% | 3,819 | $2.1M |
| TD Private Client Wealth LLC | 0.06% | Reduce -2.3% | 3,824 | $2.0M |
| Lowe Wealth Advisors, LLC | 0.93% | Reduce -1.3% | 3,819 | $2.0M |
| Private Trust Co. NA | 0.22% | Reduce -22.4% | 3,814 | $2.0M |
| Focus Financial Network, Inc. | 0.09% | Add +0.0% | 3,623 | $2.0M |
| NorthRock Partners, LLC | 0.08% | Reduce -8.2% | 3,767 | $2.0M |
| All Terrain Financial Advisors, LLC | 0.85% | No change | 3,765 | $2.0M |
| Old Second National Bank of Aurora | 0.51% | Reduce -5.8% | 3,735 | $2.0M |
| Lindbrook Capital, LLC | 0.19% | Reduce -4.7% | 3,691 | $2.0M |
| Quantum Private Wealth, LLC | 0.69% | No change | 3,655 | $2.0M |
| Beacon Bridge Wealth Partners, LLC | 0.89% | Add +8.4% | 3,643 | $1.9M |
| EWG Elevate Inc. | 0.71% | New | 3,639 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +128.1% | 3,633 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +18.3% | 3,616 | $1.9M |
| Meridian Financial Advisors, LLC | 1.39% | Reduce -1.4% | 3,587 | $1.9M |
| 1834 Investment Advisors Co. | 0.23% | No change | 3,586 | $1.9M |
| Investment Advisory Group, LLC | 0.74% | Add +1.3% | 3,557 | $1.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.50% | No change | 3,517 | $1.9M |
| Tsfg, LLC | 0.44% | Reduce -0.8% | 3,499 | $1.9M |
| Integrated Advisors Network LLC | 0.10% | Add +2.0% | 3,489 | $1.9M |
| International Assets Investment Management, LLC | 0.18% | Reduce -2.8% | 3,482 | $1.9M |
| Embree Financial Group | 0.35% | Reduce -2.7% | 3,438 | $1.8M |
| Northwest Bancshares, Inc. | 0.31% | Reduce -1.4% | 3,419 | $1.8M |
| Paragon Capital Management Ltd | 0.33% | No change | 3,400 | $1.8M |
| Meridian Investment Counsel Inc. | 0.57% | Reduce -0.8% | 3,393 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 3,381 | $1.8M |
| Centaurus Financial, Inc. | 0.12% | Add +167.3% | 3,381 | $1.8M |
| Kelman-Lazarov, Inc. | 0.34% | Reduce -0.2% | 3,378 | $1.8M |
| Capital Planning Advisors, LLC | 0.31% | No change | 3,375 | $1.8M |
| Gridiron Partners, LLC | 1.15% | No change | 3,373 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.80% | Reduce -0.4% | 3,372 | $1.8M |
| GenTrust, LLC | 0.10% | Add +1.1% | 3,354 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +6.7% | 3,366 | $1.8M |
| Farrow Financial, Inc. | 1.22% | Add +0.8% | 3,352 | $1.8M |
| Compass Wealth Management LLC | 0.44% | Reduce -0.6% | 3,321 | $1.8M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -4.5% | 3,251 | $1.7M |
| Aspiriant, LLC | 0.07% | Add +5.1% | 3,229 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -4.6% | 3,216 | $1.7M |
| OneAscent Financial Services LLC | 0.24% | Add +195.7% | 3,214 | $1.7M |
| Bank of Nova Scotia | 0.00% | New | 3,204 | $1.7M |
| Oxford Financial Group, LTD. LLC | 0.11% | Reduce -3.8% | 3,192 | $1.7M |
| Blue Fin Capital, Inc. | 0.34% | Add +9.1% | 3,169 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | No change | 3,167 | $1.7M |
| Mathes Company, Inc. | 0.62% | No change | 3,150 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -0.5% | 3,147 | $1.7M |
| Darrow Company, Inc. | 1.09% | Add +0.0% | 3,129 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.01% | Add +0.0% | 3,066 | $1.6M |
| Waverly Advisors, LLC | 0.03% | No change | 3,064 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 3,004 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -14.1% | 3,014 | $1.6M |
| Coyle Financial Counsel LLC | 0.57% | No change | 2,872 | $1.6M |
| Sunflower Bank, N.A. | 0.38% | Reduce -9.9% | 2,972 | $1.6M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | No change | 2,958 | $1.6M |
| Garden State Investment Advisory Services LLC | 0.54% | Add +76.9% | 2,903 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.3% | 2,884 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 2,860 | $1.5M |
| XML Financial, LLC | 0.15% | Reduce -2.1% | 2,859 | $1.5M |
| Providence First Trust Co | 0.68% | No change | 2,831 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Add +9.1% | 2,819 | $1.5M |
| L.M. Kohn & Company | 0.41% | Reduce -9.6% | 2,801 | $1.5M |
| Hardy Reed LLC | 0.15% | No change | 2,775 | $1.5M |
| Advus Financial Partners, LLC | 0.45% | No change | 2,769 | $1.5M |
| Stone Summit Wealth LLC | 0.53% | Add +21.6% | 2,759 | $1.5M |
| Harbor Advisory Corp. | 0.51% | No change | 2,743 | $1.5M |
| Edge Financial Advisors LLC | 1.52% | Reduce -0.0% | 2,736 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +2.1% | 2,728 | $1.5M |
| GEM Asset Management, LLC | 0.91% | No change | 2,724 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +16.1% | 2,719 | $1.5M |
| Saxony Capital Management, LLC | 1.57% | New | 2,677 | $1.4M |
| Wunderlich Capital Managemnt | 0.64% | Reduce -4.3% | 2,670 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 0.74% | Reduce -3.6% | 2,658 | $1.4M |
| Osborne Partners Capital Management, LLC | 0.08% | Reduce -3.2% | 2,639 | $1.4M |
| High Falls Advisors, Inc | 0.34% | No change | 2,638 | $1.4M |
| Manchester Capital Management LLC | 0.17% | Reduce -10.3% | 2,628 | $1.4M |
| Disciplined Investments, LLC | 0.75% | Reduce -1.6% | 2,621 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -14.9% | 2,608 | $1.4M |
| Marble Harbor Investment Counsel, LLC | 0.16% | No change | 2,600 | $1.4M |
| TCTC Holdings, LLC | 0.05% | No change | 2,597 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +35.5% | 2,585 | $1.4M |
| Founders Financial Securities LLC | 0.13% | Reduce -0.7% | 2,573 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +1.7% | 2,563 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Add +8.4% | 2,559 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -0.8% | 2,542 | $1.4M |
| Baker Avenue Asset Management, LP | 0.05% | Add +5.0% | 2,528 | $1.4M |
| Horizon Investments, LLC | 0.04% | Reduce -1.6% | 2,526 | $1.4M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +153.2% | 2,524 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,521 | $1.3M |
| Olde Wealth Management, LLC | 0.51% | New | 2,500 | $1.3M |
| Triumph Capital Management | 0.52% | Add +5.8% | 2,494 | $1.3M |
| ARK & TLK Investments, LLC | 0.50% | No change | 2,500 | $1.3M |
| Spire Wealth Management | 0.05% | Add +3.5% | 2,499 | $1.3M |
| CX Institutional | 0.06% | No change | 2,493 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -19.7% | 2,356 | $1.3M |
| Middleton & Co. Inc. | 0.15% | Reduce -0.4% | 2,451 | $1.3M |
| Trexquant Investment LP | 0.02% | Add +22.6% | 2,444 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.26% | Reduce -5.2% | 2,439 | $1.3M |
| CIC Wealth, LLC | 0.36% | Reduce -0.2% | 2,434 | $1.3M |
| Emprise Bank | 0.80% | Reduce -9.0% | 2,428 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -0.4% | 2,419 | $1.3M |
| GM Advisory Group, LLC | 0.08% | Reduce -20.6% | 2,410 | $1.3M |
| Becker Capital Management Inc. | 0.04% | Add +4.2% | 2,395 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | No change | 2,403 | $1.3M |
| Montecito Bank & Trust | 0.26% | No change | 2,402 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Reduce -0.5% | 2,388 | $1.3M |
| Fiducient Advisors LLC | 0.18% | New | 2,386 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 2,360 | $1.3M |
| Bremer Bank National Association | 0.25% | Reduce -8.8% | 2,355 | $1.3M |
| TruWealth Advisors, LLC | 0.08% | No change | 2,309 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 2,304 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +12.9% | 2,300 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +1.6% | 2,296 | $1.2M |
| Fidelis Capital Partners, LLC | 0.17% | Reduce -2.8% | 2,328 | $1.2M |
| ARS Investment Partners, LLC | 0.12% | Add +0.3% | 2,275 | $1.2M |
| Allred Capital Management, LLC | 0.46% | No change | 2,263 | $1.2M |
| Rothschild Wealth LLC | 0.39% | Reduce -0.8% | 2,258 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -15.6% | 2,251 | $1.2M |
| Howe & Rusling Inc. | 0.11% | Reduce -1.6% | 2,242 | $1.2M |
| Corsair Capital Management, L.P. | 0.20% | Reduce -55.3% | 535 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.08% | No change | 2,234 | $1.2M |
| Zhang Financial LLC | 0.08% | No change | 2,224 | $1.2M |
| Warner Financial, Inc. | 0.58% | Add +1.7% | 2,220 | $1.2M |
| Lyell Wealth Management, LP | 0.11% | Reduce -4.0% | 2,208 | $1.2M |
| LM Advisors LLC | 0.23% | Add +1.0% | 2,206 | $1.2M |
| Zions Bancorporation, N.A. | 0.09% | Reduce -14.8% | 2,201 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.3% | 2,173 | $1.2M |
| Financial Partners Group, LLC | 0.45% | No change | 2,167 | $1.2M |
| Pacific Financial Group Inc. | 0.82% | Reduce -0.5% | 2,165 | $1.2M |
| 9258 Wealth Management, LLC | 0.18% | Reduce -3.5% | 2,154 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.29% | Add +3.8% | 2,161 | $1.1M |
| Walden Wealth Partners LLC | 0.63% | No change | 2,122 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -2.0% | 2,114 | $1.1M |
| Gryphon Financial Partners LLC | 0.17% | Reduce -0.3% | 2,104 | $1.1M |
| Mgo One Seven LLC | 0.05% | Add +3.5% | 2,101 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 2,099 | $1.1M |
| Taylor Financial Group, Inc. | 0.86% | No change | 2,099 | $1.1M |
| Bank of Hawaii | 0.05% | No change | 2,087 | $1.1M |
| Bear Mountain Capital, Inc. | 0.45% | No change | 2,019 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.40% | No change | 2,067 | $1.1M |
| Braun Stacey Associates Inc. | 0.04% | Reduce -10.4% | 2,066 | $1.1M |
| Brighton Jones LLC | 0.04% | Add +25.6% | 2,047 | $1.1M |
| Peak Planning Group, LLC | 0.54% | Add +24.0% | 2,037 | $1.1M |
| Peterson Wealth Management | 0.67% | Reduce -7.0% | 2,035 | $1.1M |
| JFS Wealth Advisors, LLC | 0.09% | Add +8.3% | 2,034 | $1.1M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 2,032 | $1.1M |
| Altfest L J & Co. Inc. | 0.15% | Reduce -16.5% | 2,028 | $1.1M |
| SOL Capital Management CO | 0.13% | Reduce -1.6% | 2,013 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.26% | Reduce -0.7% | 2,007 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -4.6% | 2,005 | $1.1M |
| NCM Capital Management, LLC | 0.56% | No change | 1,988 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.07% | Add +0.2% | 1,984 | $1.1M |
| Bill Few Associates, Inc. | 0.41% | No change | 1,983 | $1.1M |
| Frisch Financial Group, Inc. | 0.32% | Add +0.2% | 1,983 | $1.1M |
| White Pine Capital LLC | 0.40% | Reduce -8.0% | 1,962 | $1.0M |
| Forza Wealth Management, LLC | 0.54% | No change | 1,960 | $1.0M |
| Glassman Wealth Services | 0.19% | Reduce -4.6% | 1,955 | $1.0M |
| Evanson Asset Management, LLC | 0.08% | Add +0.1% | 1,942 | $1.0M |
| Maltin Wealth Management, Inc. | 0.56% | Add +0.2% | 1,938 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.20% | New | 1,935 | $1.0M |
| Elevation Wealth Partners, LLC | 0.49% | Reduce -0.1% | 1,934 | $1.0M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -1.6% | 1,927 | $1.0M |
| United Bank | 0.13% | Reduce -9.5% | 1,925 | $1.0M |
| American Capital Advisory, LLC | 0.73% | Add +20.0% | 2,019 | $1.0M |
| Tompkins Financial Corp. | 0.11% | No change | 1,904 | $1.0M |
| Sovereign Financial Group, Inc. | 0.25% | Reduce -43.4% | 1,901 | $1.0M |
| Sfm, LLC | 0.76% | Add +1.7% | 1,897 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.8% | 1,897 | $1.0M |
| Sachetta, LLC | 0.44% | Reduce -12.0% | 1,798 | $1.0M |
| Private Wealth Group, LLC | 0.53% | No change | 1,887 | $1.0M |
| Central Pacific Bank - Trust Division | 0.13% | Add +103.8% | 1,875 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 1,871 | $1.0M |
| Choate Investment Advisors | 0.03% | Reduce -5.6% | 1,862 | $996K |
| Summit Trail Advisors, LLC | 0.03% | Reduce -0.6% | 1,853 | $995K |
| Sebold Capital Management, Inc. | 0.68% | Reduce -5.2% | 1,846 | $988K |
| Prosperity Planning, Inc. | 0.34% | Reduce -0.6% | 1,844 | $987K |
| Beacon Financial Advisory LLC | 0.37% | Add +3.6% | 1,843 | $986K |
| FF Advisors,LLC | 0.69% | No change | 1,840 | $985K |
| Arthur M. Cohen & Associates, LLC | 0.18% | Add +0.1% | 1,822 | $971K |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.1% | 1,806 | $969K |
| Gen-Wealth Partners Inc | 0.47% | Add +10.6% | 1,802 | $964K |
| Parsons Capital Management Inc. | 0.07% | Add +0.4% | 1,797 | $962K |
| Cadence Bank | 0.07% | Reduce -1.9% | 1,795 | $960K |
| LCNB Corp. | 0.36% | Reduce -7.3% | 1,790 | $958K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -0.1% | 1,771 | $948K |
| Spectrum Wealth Counsel, LLC | 0.12% | Reduce -26.4% | 1,767 | $945K |
| Hilltop Holdings Inc. | 0.11% | Add +10.0% | 1,760 | $942K |
| Journey Advisory Group, LLC | 0.11% | Add +0.2% | 1,756 | $940K |
| DRW Securities, LLC | 0.06% | New | 1,746 | $934K |
| Lynch & Associates | 0.21% | No change | 1,740 | $931K |
| Carolinas Wealth Consulting LLC | 0.18% | Add +0.1% | 1,738 | $930K |
| Adero Partners, LLC | 0.07% | No change | 1,734 | $928K |
| RPS Advisory Solutions LLC | 0.85% | — | 1,732 | $927K |
| Marion Wealth Management | 0.27% | Add +20.8% | 1,714 | $917K |
| Old North State Trust, LLC | 0.79% | No change | 1,711 | $916K |
| Acorn Wealth Advisors, LLC | 0.45% | Add +9.3% | 1,709 | $914K |
| M. Kraus & Co | 0.28% | No change | 1,700 | $910K |
| Moors & Cabot, Inc. | 0.05% | Reduce -5.4% | 1,689 | $904K |
| Nemes Rush Group LLC | 0.12% | Add +0.3% | 1,682 | $900K |
| LaSalle St. Investment Advisors, LLC | 0.45% | Reduce -10.5% | 1,667 | $892K |
| Legacy Private Trust Co. | 0.06% | No change | 1,666 | $891K |
| Plante Moran Financial Advisors, LLC | 0.09% | Add +12.9% | 1,661 | $889K |
| Sawgrass Asset Management LLC | 0.10% | No change | 1,655 | $886K |
| Quadrant Capital Group LLC | 0.07% | No change | 1,651 | $883K |
| Rockland Trust Co. | 0.05% | Reduce -1.1% | 1,648 | $882K |
| Davies Financial Advisors, Inc. | 0.81% | New | 1,618 | $866K |
| Gator Capital Management, LLC | 0.44% | Add +0.6% | 1,616 | $865K |
| Accredited Investors Inc. | 0.05% | Add +59.5% | 1,608 | $861K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 1,604 | $858K |
| Howland Capital Management LLC | 0.04% | No change | 1,597 | $858K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.6% | 1,600 | $856K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +10.6% | 1,600 | $856K |
| Halpern Financial, Inc. | 0.23% | No change | 1,593 | $852K |
| MontVue Capital Management, Inc. | 0.67% | Add +34.2% | 1,578 | $844K |
| RTD Financial Advisors, Inc. | 0.11% | No change | 1,560 | $835K |
| Cascade Financial Partners, LLC | 0.11% | Reduce -2.7% | 1,555 | $832K |
| Long Road Investment Counsel, LLC | 0.36% | Add +54.7% | 1,555 | $832K |
| HM Payson & Co. | 0.01% | Reduce -7.5% | 1,547 | $828K |
| VeraBank, N.A. | 0.26% | No change | 1,545 | $827K |
| Fsa Wealth Partners, Inc. | 0.23% | Reduce -46.7% | 1,542 | $825K |
| Up Strategic Wealth Investment Advisors LLC | 1.25% | Reduce -1.0% | 1,537 | $822K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Reduce -0.7% | 1,537 | $822K |
| Tritonpoint Wealth, LLC | 0.08% | No change | 1,530 | $822K |
| Two Sigma Securities, LLC | 0.04% | Reduce -54.0% | 1,535 | $821K |
| American Money Management, LLC | 0.18% | No change | 1,534 | $821K |
| Carrera Capital Advisors | 0.27% | — | 1,524 | $818K |
| Andrews, Lucia Wealth Management LLC | 0.57% | No change | 1,469 | $817K |
| Strategic Advisors LLC | 0.16% | Add +41.0% | 1,527 | $817K |
| Omega Financial Group, LLC | 0.33% | Reduce -0.7% | 1,521 | $814K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.2% | 1,519 | $813K |
| STAR Financial Bank | 0.62% | Reduce -23.7% | 1,515 | $811K |
| Vista Investment Management | 0.33% | No change | 1,512 | $809K |
| Retirement Capital Strategies | 0.32% | No change | 1,502 | $804K |
| TrinityPoint Wealth, LLC | 0.13% | Add +58.8% | 1,502 | $803K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -5.2% | 1,486 | $795K |
| Bell Bank | 0.07% | No change | 1,485 | $795K |
| General Partner, Inc. | 0.51% | No change | 1,484 | $794K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -2.6% | 1,474 | $789K |
| Procyon Advisors, LLC | 0.06% | Reduce -6.3% | 1,470 | $787K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -12.3% | 1,466 | $784K |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -0.3% | 1,465 | $784K |
| Rothschild Capital Partners, LLC | 0.22% | New | 1,462 | $782K |
| Truepoint, Inc. | 0.02% | Reduce -22.3% | 1,454 | $778K |
| Pettinga Financial Advisors LLC | 0.19% | Add +2.3% | 1,451 | $776K |
| Petix & Botte Co | 0.22% | Add +76.8% | 1,450 | $776K |
| BigSur Wealth Management LLC | 0.24% | No change | 1,440 | $773K |
| First Western Trust Bank | 0.04% | No change | 1,442 | $772K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +2.8% | 1,438 | $769K |
| CCG Wealth Management, LLC | 0.43% | No change | 1,437 | $769K |
| Viawealth, LLC | 0.48% | No change | 1,432 | $766K |
| Aspen Investment Management Inc | 0.38% | No change | 1,430 | $765K |
| Coldstream Capital Management Inc. | 0.02% | No change | 1,407 | $753K |
| Jane Street Group, LLC | 0.00% | Add +70.1% | 1,405 | $752K |
| Greystone Financial Group, LLC | 0.15% | Add +159.5% | 1,404 | $751K |
| Holistic Financial Partners | 0.38% | Add +0.1% | 1,401 | $750K |
| Lam Group, Inc. | 0.63% | No change | 1,400 | $749K |
| Leisure Capital Management | 0.35% | Add +0.2% | 1,393 | $745K |
| Quadrant Private Wealth Management, LLC | 0.17% | No change | 1,387 | $745K |
| McGuire Investment Group, LLC | 0.11% | Reduce -2.0% | 1,389 | $743K |
| Turtle Creek Wealth Advisors, LLC | 0.17% | No change | 1,386 | $742K |
| Blue Barn Wealth, LLC | 0.41% | Add +0.1% | 1,385 | $741K |
| Fca Corp. | 0.24% | No change | 1,380 | $738K |
| Round Rock Advisors LLC | 0.18% | Add +0.1% | 1,362 | $729K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 1,358 | $727K |
| Zacks Investment Management | 0.01% | Add +122.8% | 1,350 | $722K |
| Arkadios Wealth Advisors | 0.05% | Reduce -18.5% | 1,349 | $722K |
| Scientech Research LLC | 0.15% | New | 1,338 | $716K |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 1,336 | $715K |
| Venture Visionary Partners LLC | 0.03% | New | 1,333 | $713K |
| Harmony Asset Management LLC | 0.30% | Reduce -13.1% | 1,329 | $711K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.5% | 1,319 | $706K |
| Ellerson Group Inc. | 0.53% | No change | 1,312 | $702K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 1,307 | $699K |
| Schrum Private Wealth Management LLC | 0.63% | No change | 1,298 | $695K |
| WealthPLAN Partners, LLC | 0.07% | Reduce -3.2% | 1,296 | $693K |
| M3 Advisory Group, LLC | 0.57% | Add +7.9% | 1,292 | $691K |
| Ullmann Wealth Partners Group, LLC | 0.10% | New | 1,288 | $689K |
| Hyperion Partners, LLC | 0.49% | Add +0.2% | 1,286 | $688K |
| River Wealth Advisors LLC | 0.10% | No change | 1,282 | $686K |
| One Capital Management, LLC | 0.02% | Add +79.0% | 1,280 | $685K |
| SpiderRock Advisors, LLC | 0.02% | New | 1,280 | $685K |
| Seelaus Asset Management LLC | 0.71% | Reduce -1.2% | 1,279 | $684K |
| Grey Ledge Advisors, LLC | 0.19% | No change | 1,275 | $682K |
| Sanders Morris Harris LLC | 0.11% | No change | 1,275 | $682K |
| Park National Corp. | 0.03% | Reduce -14.0% | 1,270 | $680K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 1,268 | $678K |
| Orgel Wealth Management, LLC | 0.02% | Add +5.2% | 1,268 | $678K |
| CW Advisors, LLC | 0.01% | Add +4.2% | 1,263 | $676K |
| Avalon Trust Co | 0.05% | No change | 1,254 | $671K |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.0% | 1,251 | $669K |
| Single Point Partners, LLC | 1.14% | No change | 1,248 | $668K |
| Nicollet Investment Management, Inc. | 0.25% | No change | 1,245 | $666K |
| Kanawha Capital Management LLC | 0.05% | Add +4.2% | 1,242 | $665K |
| McIlrath & Eck, LLC | 0.10% | No change | 1,237 | $662K |
| Kaydan Wealth Management, Inc. | 0.23% | No change | 1,229 | $658K |
| Urban Financial Advisory Corp | 0.40% | Add +0.3% | 1,225 | $655K |
| Jennison Associates LLC | 0.00% | Add +83.6% | 1,223 | $655K |
| Smithfield Trust Co | 0.03% | Reduce -1.1% | 1,219 | $654K |
| Simon Quick Advisors, LLC | 0.05% | No change | 1,219 | $652K |
| CGN Advisors LLC | 0.07% | No change | 1,205 | $645K |
| Nicolet Bankshares Inc. | 0.13% | No change | 1,202 | $643K |
| Trust Co. of Vermont | 0.03% | Reduce -1.2% | 1,200 | $642K |
| Independent Advisor Alliance | 0.02% | No change | 1,200 | $642K |
| Advisors Capital Management, LLC | 0.01% | Add +9.1% | 1,198 | $641K |
| L & S Advisors Inc | 0.08% | Add +1.5% | 1,196 | $640K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Reduce -4.4% | 1,191 | $637K |
| Duncker Streett & Co. Inc. | 0.12% | Reduce -0.9% | 1,184 | $634K |
| Hohimer Wealth Management, LLC | 0.15% | No change | 1,183 | $633K |
| Roberts Glore & Co. Inc. | 0.19% | Reduce -46.4% | 1,176 | $629K |
| Encompass Wealth Advisors, LLC | 0.17% | No change | 1,160 | $621K |
| WorthPointe, LLC | 0.28% | No change | 1,158 | $620K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.7% | 1,152 | $616K |
| Samalin Investment Counsel, LLC | 0.29% | Add +0.4% | 1,147 | $614K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -0.8% | 1,148 | $614K |
| Watershed Private Wealth LLC | 0.26% | Reduce -31.3% | 1,146 | $613K |
| Obermeyer Wealth Partners | 0.04% | Reduce -2.7% | 1,146 | $613K |
| German American Bancorp, Inc. | 0.07% | No change | 1,142 | $611K |
| Pacific Sun Financial Corp | 0.36% | Add +1.8% | 1,140 | $610K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $610K |
| New Hampshire Trust | 0.14% | No change | 1,134 | $607K |
| &partners | 0.03% | Add +14.3% | 1,134 | $607K |
| Prudential Financial Inc. | 0.00% | Reduce -31.1% | 1,127 | $603K |
| Parkside Financial Bank & Trust | 0.09% | No change | 1,125 | $602K |
| Private Ocean, LLC | 0.05% | No change | 1,119 | $599K |
| Fagan Associates, Inc. | 0.10% | Add +20.5% | 1,116 | $597K |
| Apella Capital, LLC | 0.03% | Add +0.5% | 1,132 | $597K |
| Berger Financial Group, Inc | 0.05% | No change | 1,115 | $597K |
| Bleakley Financial Group, LLC | 0.02% | Add +4.1% | 1,108 | $593K |
| Wealth Architects, LLC | 0.07% | No change | 1,102 | $590K |
| Florida Trust Wealth Management Co | 0.02% | No change | 1,100 | $589K |
| Broadview Financial Management, LLC | 0.43% | Reduce -0.5% | 1,099 | $588K |
| Flynn Zito Capital Management, LLC | 0.30% | Reduce -15.0% | 1,096 | $587K |
| Legacy Trust | 0.15% | No change | 1,096 | $586K |
| HCR Wealth Advisors | 0.08% | Add +17.7% | 1,078 | $577K |
| Red Door Wealth Management, LLC | 0.10% | Add +23.9% | 1,077 | $576K |
| Miramar Capital, LLC | 0.14% | No change | 1,070 | $573K |
| Saxon Interests, Inc. | 0.27% | Add +63.1% | 1,062 | $568K |
| Progressive Investment Management Corp | 0.15% | No change | 1,057 | $566K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,046 | $560K |
| Hill Investment Group Partners, LLC | 0.08% | No change | 1,000 | $558K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -25.0% | 1,039 | $556K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +31.6% | 1,040 | $556K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $556K |
| D.A. Davidson & Co. | 0.00% | Reduce -77.3% | 1,031 | $552K |
| Stephens Inc. | 0.01% | Reduce -1.7% | 1,027 | $549K |
| Strategic Wealth Partners, Ltd. | 0.06% | No change | 1,024 | $548K |
| Farther Finance Advisors, LLC | 0.03% | Add +0.2% | 1,034 | $548K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $547K |
| First National Trust Co | 0.02% | Add +6.9% | 1,023 | $547K |
| FWG Holdings, LLC | 0.27% | Reduce -13.0% | 977 | $545K |
| Wealth Advisory Solutions, LLC | 0.15% | Reduce -9.0% | 1,014 | $543K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.1% | 1,009 | $540K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -7.4% | 1,007 | $539K |
| JNBA Financial Advisors | 0.06% | Reduce -3.2% | 1,004 | $537K |
| CenterStar Asset Management, LLC | 0.81% | Add +26.6% | 1,003 | $536K |
| DT Investment Partners, LLC | 0.05% | No change | 1,002 | $536K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,000 | $535K |
| Ghe, LLC | 0.21% | No change | 1,000 | $535K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -23.7% | 997 | $533K |
| Parcion Private Wealth LLC | 0.05% | Reduce -18.6% | 996 | $533K |
| Silvia McColl Wealth Management, LLC | 0.44% | No change | 994 | $532K |
| Vishria Bird Financial Group, LLC | 0.22% | No change | 992 | $531K |
| Tanager Wealth Management LLP | 0.08% | No change | 988 | $531K |
| Certified Advisory Corp | 0.07% | Reduce -1.7% | 991 | $530K |
| Mairs & Power Inc. | 0.01% | New | 985 | $527K |
| Appleton Partners Inc. | 0.04% | No change | 982 | $525K |
| BSW Wealth Partners | 0.09% | No change | 979 | $524K |
| M Holdings Securities, Inc. | 0.07% | New | 973 | $520K |
| Plancorp, LLC | 0.02% | Add +22.8% | 969 | $518K |
| Maren Capital LLC | 0.05% | No change | 964 | $516K |
| WealthShield Partners, LLC | 0.08% | No change | 950 | $510K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +6.2% | 950 | $508K |
| Stablepoint Partners, LLC | 0.10% | Add +0.7% | 902 | $506K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 941 | $504K |
| Great Lakes Advisors, LLC | 0.00% | Add +22.2% | 940 | $503K |
| Mirador Capital Partners LP | 0.09% | Reduce -5.2% | 940 | $503K |
| Canal Capital Management, LLC | 0.09% | No change | 938 | $502K |
| Arrowroot Family Office, LLC | 0.32% | Reduce -7.8% | 935 | $500K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +16.3% | 929 | $497K |
| Gratus Capital, LLC | 0.02% | Reduce -0.1% | 929 | $497K |
| FCG Investment Co | 0.38% | Add +27.6% | 925 | $495K |
| Glenview Trust Co | 0.01% | Reduce -2.1% | 925 | $495K |
| Bayesian Capital Management, LP | 0.06% | New | 924 | $494K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -5.3% | 922 | $493K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $492K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -10.5% | 919 | $492K |
| Rockline Wealth Management, LLC | 0.15% | New | 918 | $491K |
| First Business Financial Services, Inc. | 0.05% | No change | 917 | $491K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $490K |
| Fiduciary Alliance LLC | 0.08% | Add +3.6% | 914 | $486K |
| First City Capital Management, Inc. | 0.27% | New | 907 | $485K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 917 | $485K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 905 | $484K |
| Vertex Planning Partners, LLC | 0.13% | No change | 900 | $482K |
| Neumann Capital Management, LLC | 0.17% | Reduce -21.1% | 900 | $482K |
| Creekside Partners | 0.26% | — | 886 | $474K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 884 | $473K |
| Seeds Investor LLC | 0.24% | New | 881 | $471K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -5.4% | 878 | $470K |
| Pitcairn Co. | 0.03% | No change | 878 | $470K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $468K |
| Mutual Advisors, LLC | 0.01% | Add +14.4% | 834 | $467K |
| Bogart Wealth, LLC | 0.02% | No change | 873 | $467K |
| Jones Financial Companies LLLP | 0.00% | Add +438.9% | 873 | $467K |
| Rovin Capital /Ut/ | 0.19% | No change | 873 | $467K |
| Verdence Capital Advisors LLC | 0.04% | No change | 871 | $466K |
| Eagle Global Advisors LLC | 0.02% | Add +8.0% | 869 | $465K |
| TFG Advisers LLC | 0.18% | Add +4.3% | 864 | $462K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.6% | 863 | $462K |
| Denver Wealth Management, Inc. | 0.23% | No change | 857 | $459K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 857 | $459K |
| Fiera Capital Corp | 0.00% | No change | 853 | $456K |
| Level Four Advisory Services, LLC | 0.02% | Add +20.5% | 851 | $455K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 850 | $455K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 850 | $455K |
| Investment Research & Advisory Group, Inc. | 0.20% | No change | 847 | $453K |
| Optimum Investment Advisors | 0.20% | Reduce -1.2% | 845 | $452K |
| WBH Advisory Inc. | 0.05% | No change | 845 | $452K |
| NewEdge Wealth, LLC | 0.01% | Add +18.2% | 839 | $449K |
| Eagle Strategies LLC | 0.09% | New | 839 | $449K |
| Harbour Investment Management LLC | 0.21% | No change | 833 | $448K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 834 | $446K |
| Platform Technology Partners | 0.15% | — | 825 | $441K |
| Woodmont Investment Counsel LLC | 0.04% | Add +1.5% | 825 | $441K |
| Seascape Capital Management | 0.16% | No change | 818 | $438K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 818 | $438K |
| Milestone Asset Management, LLC | 0.11% | Add +118.8% | 816 | $437K |
| Objectivity Squared, LLC | 0.33% | Add +0.1% | 766 | $436K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.3% | 813 | $435K |
| WP Advisors, LLC | 0.14% | Reduce -11.3% | 812 | $435K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $428K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $428K |
| Abbrea Capital, LLC | 0.06% | No change | 797 | $428K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 799 | $428K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 798 | $427K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $427K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 797 | $426K |
| REDW Wealth LLC | 0.11% | Add +0.3% | 796 | $426K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -4.8% | 794 | $425K |
| Leo Wealth, LLC | 0.04% | Reduce -8.6% | 793 | $424K |
| Orleans Capital Management Corp. | 0.27% | New | 791 | $423K |
| River Street Advisors LLC | 0.26% | Add +117.4% | 787 | $421K |
| Brightwater Advisory LLC | 0.32% | Add +17.3% | 785 | $420K |
| Titleist Asset Management, LLC | 0.06% | No change | 784 | $420K |
| D. Scott Neal, Inc. | 0.23% | No change | 780 | $419K |
| Ancora Advisors LLC | 0.01% | Reduce -8.6% | 783 | $419K |
| Missouri Trust & Investment Co | 0.16% | No change | 781 | $418K |
| Newman Dignan & Sheerar, Inc. | 0.11% | No change | 781 | $418K |
| Summit Place Financial Advisors, LLC | 0.25% | No change | 780 | $417K |
| Ayrshire Capital Management LLC | 0.21% | Reduce -1.3% | 780 | $417K |
| Ardent Capital Management, Inc. | 0.20% | No change | 780 | $417K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -65.2% | 773 | $415K |
| Beirne Wealth Consulting Services, LLC | 0.17% | Add +2.3% | 772 | $415K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -4.8% | 775 | $415K |
| Wealth Alliance, LLC | 0.05% | Add +16.2% | 773 | $414K |
| Beach Investment Counsel Inc. | 0.05% | No change | 770 | $412K |
| McCarthy & Cox | 0.16% | Add +0.1% | 758 | $405K |
| Blue Trust, Inc. | 0.01% | No change | 727 | $405K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 755 | $404K |
| Marshall Wace, LLP | 0.00% | New | 752 | $402K |
| Colonial Trust Co / SC | 0.07% | No change | 748 | $400K |
| Optivise Advisory Services LLC | 0.22% | — | 748 | $400K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $400K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -5.1% | 747 | $400K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.5% | 744 | $400K |
| Howard Capital Management Group, LLC | 0.03% | No change | 745 | $399K |
| Pioneer Trust Bank N A | 0.11% | Reduce -1.2% | 743 | $398K |
| StoneX Group Inc. | 0.03% | Add +0.9% | 740 | $397K |
| John W. Brooker & Co., CPAs | 0.20% | No change | 732 | $392K |
| Napa Wealth Management | 0.26% | Reduce -2.7% | 730 | $391K |
| US Financial Advisors, LLC | 0.13% | No change | 725 | $388K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Reduce -4.2% | 723 | $387K |
| Brookstone Capital Management | 0.01% | Reduce -16.4% | 687 | $385K |
| Compound Planning, Inc. | 0.03% | Add +21.5% | 713 | $381K |
| Ledyard National Bank | 0.04% | Reduce -16.6% | 709 | $379K |
| Retirement Planning Co of New England, Inc. | 0.21% | No change | 707 | $378K |
| S.A. Mason LLC | 0.21% | No change | 706 | $378K |
| Brand Asset Management Group, Inc. | 0.16% | No change | 705 | $377K |
| Aberdeen Wealth Management LLC | 0.25% | No change | 701 | $375K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 700 | $375K |
| North Star Asset Management Inc. | 0.02% | No change | 700 | $375K |
| Commonwealth Financial Services, LLC | 0.08% | Add +0.1% | 703 | $373K |
| Carret Asset Management, LLC | 0.04% | No change | 695 | $372K |
| Sunpointe, LLC | 0.24% | New | 691 | $371K |
| Arcadia Investment Management Corp. | 0.06% | Add +102.3% | 692 | $370K |
| JDM Financial Group LLC | 0.25% | No change | 689 | $369K |
| Bar Harbor Wealth Management | 0.02% | No change | 685 | $367K |
| Quantinno Capital Management LP | 0.01% | No change | 682 | $365K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 675 | $361K |
| Orion Capital Management LLC | 0.19% | Reduce -1.5% | 674 | $360K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 668 | $357K |
| Rehmann Capital Advisory Group | 0.03% | No change | 663 | $355K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 661 | $354K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 657 | $352K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 656 | $351K |
| Cannell & Spears LLC | 0.01% | Reduce -6.2% | 655 | $350K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $350K |
| Ruggaard & Associates LLC | 0.16% | No change | 650 | $348K |
| Monterey Private Wealth, Inc. | 0.13% | No change | 649 | $347K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $345K |
| QRG Capital Management, Inc. | 0.00% | Add +29.6% | 644 | $345K |
| Guidance Point Advisors, LLC | 0.11% | Add +0.6% | 643 | $344K |
| PFG Investments, LLC | 0.02% | No change | 639 | $342K |
| Mission Wealth Management, LP | 0.01% | Add +12.7% | 638 | $341K |
| Anchor Capital Advisors LLC | 0.01% | No change | 635 | $340K |
| CM Wealth Advisors LLC | 0.16% | No change | 629 | $338K |
| Members Wealth LLC | 0.23% | — | 583 | $337K |
| Flagship Private Wealth, LLC | 0.20% | Reduce -5.7% | 629 | $337K |
| Rise Advisors, LLC | 0.18% | Reduce -0.9% | 628 | $336K |
| CRA Financial Services, LLC | 0.07% | No change | 624 | $334K |
| Riggs Asset Managment Co. Inc. | 0.10% | No change | 623 | $333K |
| Thompson Davis & Co., Inc. | 0.29% | No change | 622 | $333K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.6% | 620 | $332K |
| Cortland Associates Inc. | 0.04% | No change | 615 | $329K |
| Sapient Capital LLC | 0.01% | No change | 612 | $329K |
| Spotlight Asset Group, Inc. | 0.23% | Reduce -0.8% | 613 | $328K |
| United Community Bank | 0.13% | Reduce -10.3% | 612 | $327K |
| Principal Securities, Inc. | 0.01% | Add +4.8% | 612 | $327K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.4% | 605 | $324K |
| Shaker Investments LLC | 0.14% | Add +0.2% | 603 | $323K |
| Bison Wealth, LLC | 0.05% | No change | 577 | $321K |
| TriaGen Wealth Management LLC | 0.12% | No change | 600 | $321K |
| SYM FINANCIAL Corp | 0.05% | No change | 600 | $321K |
| SPC Financial, Inc. | 0.03% | No change | 600 | $321K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -7.8% | 592 | $317K |
| Novare Capital Management LLC | 0.03% | Reduce -10.6% | 591 | $316K |
| Well Done, LLC | 0.07% | No change | 590 | $316K |
| Coordinated Financial Services, Inc. | 0.27% | No change | 590 | $315K |
| Visionary Wealth Advisors | 0.02% | No change | 589 | $315K |
| Berkeley, Inc | 0.19% | Reduce -14.6% | 586 | $314K |
| AlphaStar Capital Management, LLC | 0.03% | No change | 581 | $311K |
| Forum Financial Management, LP | 0.01% | No change | 580 | $310K |
| Merriman Wealth Management, LLC | 0.01% | No change | 576 | $310K |
| Trust Point Inc. | 0.02% | Reduce -2.0% | 576 | $308K |
| Heritage Investment Group, Inc. | 0.04% | No change | 575 | $308K |
| Etfidea, LLC | 0.10% | No change | 575 | $308K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 576 | $307K |
| Apeiron RIA LLC | 0.09% | Add +23.2% | 573 | $307K |
| XTX Topco Ltd | 0.03% | New | 572 | $306K |
| Dividend Assets Capital, LLC | 0.06% | No change | 571 | $306K |
| Paragon Capital Management LLC | 0.16% | Reduce -2.1% | 570 | $305K |
| Everpar Advisors LLC | 0.15% | New | 568 | $304K |
| Investment Partners, LTD. | 0.14% | No change | 568 | $304K |
| Clarus Wealth Advisors | 0.16% | Reduce -24.0% | 565 | $302K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 564 | $302K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 562 | $301K |
| NWF Advisory Services Inc. | 0.05% | Reduce -5.1% | 562 | $301K |
| Cassady Schiller Wealth Management, LLC | 0.12% | No change | 561 | $300K |
| Avity Investment Management Inc. | 0.02% | No change | 560 | $300K |
| CapWealth Advisors, LLC | 0.04% | No change | 558 | $299K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -41.9% | 555 | $297K |
| Waypoint Capital Advisors, LLC | 0.07% | Reduce -6.8% | 553 | $296K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $294K |
| Summit Asset Management, LLC | 0.03% | Reduce -5.2% | 548 | $293K |
| HTLF Bank | 0.03% | Add +50.0% | 546 | $292K |
| Clarius Group, LLC | 0.02% | New | 546 | $292K |
| Resources Management Corp. /CT/ | 0.04% | No change | 546 | $292K |
| Allegheny Financial Group | 0.08% | Reduce -7.5% | 545 | $292K |
| American National Bank & Trust | 0.04% | No change | 544 | $291K |
| First Foundation Advisors | 0.01% | Reduce -22.2% | 544 | $291K |
| Heritage Trust Co | 0.04% | Add +7.9% | 544 | $291K |
| TD Asset Management Inc | 0.00% | Reduce -0.9% | 542 | $290K |
| Wedmont Private Capital | 0.02% | No change | 524 | $289K |
| Grant/GrossMendelsohn, LLC | 0.13% | Add +0.2% | 541 | $289K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -10.2% | 539 | $289K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -4.1% | 539 | $288K |
| Thrive Wealth Management, LLC | 0.06% | New | 535 | $286K |
| Evergreen Capital Management LLC | 0.01% | No change | 532 | $286K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 533 | $285K |
| Congress Asset Management Co. | 0.00% | Add +10.3% | 533 | $285K |
| Wintrust Investments LLC | 0.02% | Add +0.2% | 530 | $284K |
| Lewis Asset Management, LLC | 0.22% | Add +0.2% | 527 | $282K |
| Heritage Wealth Partners, LLC | 0.41% | No change | 526 | $282K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.07% | No change | 526 | $281K |
| FSM Wealth Advisors, LLC | 0.09% | No change | 525 | $281K |
| Asset Planning Corporation | 0.21% | No change | 524 | $281K |
| Mendel Money Management | 0.13% | Reduce -1.7% | 523 | $280K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 523 | $280K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $279K |
| Aprio Wealth Management, LLC | 0.05% | No change | 521 | $279K |
| Sax Wealth Advisors, LLC | 0.03% | Add +36.8% | 521 | $279K |
| Granite Harbor Advisors, Inc. | 0.18% | Reduce -2.1% | 520 | $278K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 520 | $278K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 518 | $278K |
| Mather Group, Llc. | 0.00% | Add +58.6% | 498 | $277K |
| JSF Financial, LLC | 0.08% | No change | 516 | $276K |
| Libra Wealth LLC | 0.12% | No change | 515 | $276K |
| Northeast Financial Consultants Inc | 0.01% | No change | 513 | $274K |
| AA Financial Advisors, LLC | 0.10% | No change | 508 | $272K |
| Kwmg, LLC | 0.03% | No change | 508 | $272K |
| Pachira Investments Inc. | 0.24% | Reduce -97.5% | 503 | $269K |
| Aerodigm Wealth, LLC | 0.12% | No change | 503 | $269K |
| Apexium Financial, LP | 0.02% | Reduce -17.3% | 501 | $268K |
| Windsor Capital Management, LLC | 0.08% | New | 501 | $268K |
| HUB Investment Partners, LLC | 0.01% | New | 500 | $268K |
| PAX Financial Group, LLC | 0.05% | No change | 500 | $268K |
| Bfsg, LLC | 0.03% | No change | 500 | $268K |
| MBL Wealth, LLC | 0.03% | No change | 500 | $268K |
| Fusion Family Wealth, LLC | 0.03% | No change | 500 | $268K |
| Arete Wealth Advisors, LLC | 0.02% | New | 500 | $267K |
| Marcum Wealth, LLC | 0.03% | Reduce -6.8% | 497 | $266K |
| Creative Financial Designs Inc. | 0.02% | Add +23.9% | 497 | $266K |
| Cadinha & Co. LLC | 0.05% | Reduce -23.2% | 496 | $265K |
| Maryland Capital Advisors Inc. | 0.14% | No change | 495 | $265K |
| MRA Advisory Group | 0.15% | No change | 494 | $264K |
| BlueSky Wealth Advisors, LLC | 0.04% | New | 493 | $264K |
| Burney Co./ | 0.01% | No change | 490 | $262K |
| Cypress Wealth Services, LLC | 0.06% | No change | 485 | $260K |
| PDS Planning, Inc | 0.03% | New | 485 | $260K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 482 | $258K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 482 | $258K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -21.3% | 481 | $257K |
| Signet Financial Management, LLC | 0.03% | Reduce -3.2% | 480 | $257K |
| Meeder Advisory Services, Inc. | 0.02% | New | 480 | $257K |
| Ellis Investment Partners, LLC | 0.05% | No change | 478 | $256K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 478 | $256K |
| Avior Wealth Management, LLC | 0.01% | Add +29.6% | 477 | $255K |
| Guild Investment Management, Inc. | 0.29% | No change | 475 | $255K |
| Lantern Wealth Advisors, LLC | 0.18% | No change | 476 | $255K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $254K |
| Capital Advisors Inc. | 0.01% | No change | 470 | $251K |
| Lesa Sroufe & Co | 0.24% | No change | 470 | $251K |
| Tradition Wealth Management, LLC | 0.02% | No change | 466 | $249K |
| WealthTrust Axiom LLC | 0.08% | No change | 465 | $249K |
| Bensler, LLC | 0.03% | No change | 465 | $249K |
| Isthmus Partners, LLC | 0.03% | Reduce -17.7% | 465 | $249K |
| Essex Bank | 0.07% | No change | 464 | $248K |
| First Pacific Financial | 0.06% | Add +0.2% | 463 | $248K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $246K |
| O'Brien Greene & Co. Inc | 0.08% | New | 460 | $246K |
| Concentric Wealth Management, LLC | 0.06% | No change | 460 | $246K |
| Patten & Patten Inc. | 0.02% | No change | 455 | $243K |
| Empower Advisory Group, LLC | 0.00% | Add +5.3% | 454 | $243K |
| Inscription Capital, LLC | 0.04% | New | 452 | $242K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $241K |
| Gateway Wealth Partners, LLC | 0.07% | No change | 450 | $241K |
| Westside Investment Management, Inc. | 0.06% | No change | 450 | $241K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $240K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 448 | $240K |
| Excalibur Management Corp. | 0.10% | Reduce -2.2% | 447 | $239K |
| Aquire Wealth Advisors, LLC | 0.08% | No change | 444 | $238K |
| Retirement Planning Group, LLC | 0.02% | No change | 444 | $238K |
| Oder Investment Management, LLC | 0.21% | No change | 443 | $237K |
| Lwmg, LLC | 0.05% | No change | 441 | $236K |
| SouthState Bank Corp | 0.02% | No change | 440 | $235K |
| Hoese & Co LLP | 0.20% | Reduce -12.2% | 430 | $235K |
| Trivant Custom Portfolio Group, LLC | 0.14% | No change | 438 | $234K |
| J. W. Coons Advisors, LLC | 0.04% | No change | 437 | $234K |
| Naviter Wealth, LLC | 0.03% | No change | 433 | $233K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $230K |
| Hall Kathryn A. | 0.05% | No change | 430 | $230K |
| Heritage Wealth Management, Inc. | 0.08% | — | 434 | $230K |
| Vantage Financial Partners, LLC | 0.06% | Add +4.7% | 428 | $229K |
| Founders Financial Alliance, LLC | 0.07% | New | 427 | $228K |
| Madden Advisory Services, Inc. | 0.12% | Add +4.7% | 426 | $228K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 426 | $227K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $227K |
| ProVise Management Group, LLC | 0.02% | Reduce -20.1% | 425 | $227K |
| Catalyst Financial Partners LLC | 0.05% | No change | 424 | $227K |
| Brown Miller Wealth Management, LLC | 0.09% | No change | 422 | $226K |
| Napatree Capital LLC | 0.18% | New | 420 | $225K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 420 | $225K |
| Tranquility Partners, LLC | 0.09% | No change | 418 | $224K |
| Camden National Bank | 0.03% | No change | 418 | $224K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $224K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -14.6% | 417 | $223K |
| Lane & Associates LLC | 0.13% | Add +1.2% | 415 | $222K |
| Root Financial Partners, LLC | 0.05% | Add +2.0% | 413 | $221K |
| Geneos Wealth Management Inc. | 0.01% | No change | 411 | $220K |
| Trust Co | 0.03% | Reduce -19.3% | 411 | $220K |
| Mystic Asset Management, Inc. | 0.09% | Reduce -11.1% | 409 | $219K |
| Cynosure Group, LLC | 0.04% | No change | 408 | $218K |
| Aull & Monroe Investment Management Corp | 0.11% | No change | 406 | $217K |
| Sheets Smith Wealth Management | 0.03% | Reduce -3.6% | 405 | $217K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $216K |
| Grassi Investment Management | 0.02% | No change | 401 | $215K |
| Empirical Asset Management, LLC | 0.08% | Add +0.3% | 401 | $214K |
| Counterweight Ventures, LLC | 0.16% | No change | 400 | $214K |
| Pursue Wealth Partners LLC | 0.12% | No change | 400 | $214K |
| Maxwell Wealth Strategies Inc. | 0.10% | No change | 400 | $214K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 400 | $214K |
| Bank Pictet & Cie (Europe) AG | 0.01% | No change | 400 | $214K |
| Cordatus Wealth Management LLC | 0.08% | No change | 400 | $214K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $214K |
| PGIM Custom Harvest LLC | 0.00% | No change | 398 | $213K |
| Garrett Wealth Advisory Group, LLC | 0.08% | Add +6.4% | 397 | $212K |
| Wambolt & Associates, LLC | 0.06% | No change | 400 | $212K |
| Atwood & Palmer Inc. | 0.02% | Reduce -15.3% | 392 | $209K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.3% | 386 | $206K |
| Platte River Wealth Advisors, LLC | 0.06% | No change | 385 | $206K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $206K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $205K |
| Breakwater Investment Management | 0.09% | No change | 380 | $203K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 379 | $203K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 377 | $202K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 377 | $202K |
| Keel Point, LLC | 0.02% | New | 373 | $202K |
| Fortem Financial Group, LLC | 0.09% | New | 376 | $201K |
| Asset Dedication, LLC | 0.01% | No change | 367 | $196K |
| Garde Capital, Inc. | 0.01% | No change | 362 | $194K |
| Bangor Savings Bank | 0.02% | No change | 358 | $192K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -20.9% | 355 | $190K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $188K |
| Pingora Partners LLC | 0.13% | No change | 350 | $187K |
| Tyler-Stone Wealth Management | 0.08% | Add +2.7% | 344 | $184K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -28.9% | 332 | $178K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 330 | $176K |
| Operose Advisors LLC | 0.06% | No change | 329 | $176K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -80.9% | 317 | $170K |
| Fairman Group, LLC | 0.17% | No change | 304 | $163K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -14.1% | 305 | $163K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | New | 300 | $161K |
| Wetzel Investment Advisors, Inc. | 0.09% | No change | 271 | $151K |
| IAG Wealth Partners, LLC | 0.03% | Add +19.2% | 273 | $146K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 265 | $142K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | No change | 265 | $142K |
| SJS Investment Consulting Inc. | 0.03% | No change | 262 | $140K |
| Contravisory Investment Management, Inc. | 0.03% | Reduce -4.8% | 259 | $139K |
| Archer Investment Corp | 0.04% | No change | 256 | $137K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $134K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 250 | $134K |
| Eagle Bay Advisors LLC | 0.08% | Add +2400.0% | 250 | $134K |
| Assetmark, Inc. | 0.00% | Add +47.9% | 241 | $129K |
| CNB Bank | 0.06% | No change | 235 | $126K |
| GAMMA Investing LLC | 0.02% | New | 233 | $125K |
| LRI Investments, LLC | 0.01% | Add +27.5% | 232 | $124K |
| Monetary Management Group Inc. | 0.03% | No change | 230 | $123K |
| PrairieView Partners, LLC | 0.01% | New | 225 | $120K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +278.9% | 216 | $116K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 204 | $116K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 202 | $108K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +128.4% | 201 | $108K |
| Blue Chip Partners, LLC | 0.01% | No change | 200 | $107K |
| Hollencrest Capital Management | 0.00% | Reduce -4.8% | 199 | $107K |
| PFG Private Wealth Management, LLC | 0.06% | No change | 199 | $106K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $106K |
| TD Capital Management LLC | 0.01% | No change | 197 | $105K |
| Northwest Bank & Trust Co | 0.09% | No change | 195 | $104K |
| Beacon Capital Management, LLC | 0.02% | Reduce -7.7% | 192 | $103K |
| Godsey & Gibb, Inc. | 0.01% | No change | 185 | $99K |
| Banque Cantonale Vaudoise | 0.00% | No change | 182 | $97K |
| EnRich Financial Partners LLC | 0.04% | No change | 180 | $96K |
| Sunbelt Securities, Inc. | 0.01% | No change | 178 | $95K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $95K |
| Costello Asset Management, INC | 0.07% | No change | 172 | $92K |
| Lanark Financial, Inc. | 0.01% | Reduce -10.1% | 170 | $91K |
| Horizons Wealth Management | 0.07% | No change | 164 | $90K |
| Great Lakes Retirement, Inc. | 0.01% | New | 166 | $89K |
| M&R Capital Management Inc. | 0.02% | No change | 160 | $86K |
| Strategic Financial Concepts, LLC | 0.05% | Add +41522.2% | 237,663 | $81K |
| Atlas Capital Advisors Inc. | 0.01% | Add +0.7% | 151 | $81K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $80K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 136 | $73K |
| RFP Financial Group LLC | 0.03% | No change | 135 | $72K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $72K |
| Rogco, LP | 0.03% | Reduce -35.0% | 130 | $70K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 125 | $67K |
| Hilltop National Bank | 0.02% | No change | 125 | $67K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 125 | $67K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $67K |
| Newton One Investments LLC | 0.03% | No change | 121 | $65K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | New | 119 | $64K |
| Canton Hathaway, LLC | 0.02% | No change | 115 | $62K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 114 | $61K |
| Clean Yield Group | 0.02% | No change | 100 | $54K |
| Security National Bank | 0.01% | No change | 100 | $54K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $54K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 100 | $54K |
| Toronto Dominion Bank | 0.00% | Reduce -6.5% | 100 | $54K |
| Register Financial Advisors LLC | 0.03% | Add +5.3% | 99 | $53K |
| Islay Capital Management, LLC | 0.04% | No change | 98 | $52K |
| Cypress Capital, LLC | 0.01% | New | 91 | $49K |
| First Community Trust NA | 0.04% | No change | 90 | $48K |
| Ransom Advisory, Ltd | 0.02% | No change | 90 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 90 | $48K |
| Main Street Group, LTD | 0.02% | No change | 90 | $48K |
| Smartleaf Asset Management LLC | 0.01% | No change | 88 | $47K |
| ORG Partners LLC | 0.01% | New | 86 | $46K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $45K |
| Bollard Group LLC | 0.00% | No change | 80 | $43K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $42K |
| Family Firm, Inc. | 0.01% | New | 79 | $42K |
| Toth Financial Advisory Corp. | 0.01% | No change | 74 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 70 | $38K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Reduce -33.3% | 70 | $37K |
| Signaturefd, LLC | 0.00% | No change | 63 | $34K |
| Chilton Capital Management LLC | 0.00% | Reduce -93.0% | 61 | $33K |
| Chris Bulman Inc | 0.02% | — | 57 | $31K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $30K |
| AllSquare Wealth Management LLC | 0.02% | Add +833.3% | 56 | $30K |
| Global Trust Asset Management, LLC | 0.01% | No change | 56 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 55 | $29K |
| National Bank of Canada | 0.00% | Reduce -3.6% | 53 | $28K |
| Evolution Advisers, Inc. | 0.02% | No change | 54 | $28K |
| Richardson Capital Management LLC | 0.02% | No change | 52 | $28K |
| Dogwood Wealth Management LLC | 0.02% | New | 51 | $27K |
| West Branch Capital LLC | 0.01% | No change | 50 | $27K |
| TruNorth Capital Management, LLC | 0.01% | No change | 50 | $27K |
| Addison Advisors LLC | 0.01% | New | 50 | $27K |
| City Holding Co. | 0.00% | No change | 50 | $27K |
| Continuum Advisory, LLC | 0.00% | No change | 50 | $27K |
| Colonial Trust Advisors | 0.00% | Reduce -50.0% | 50 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 49 | $27K |
| Ridgewood Investments LLC | 0.01% | New | 47 | $25K |
| Concord Wealth Partners | 0.00% | No change | 46 | $25K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 46 | $25K |
| Arax Advisory Partners | 0.00% | No change | 45 | $24K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 44 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | Reduce -2.2% | 44 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 44 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $21K |
| Amundi | 0.00% | No change | 35 | $19K |
| Highline Wealth Partners LLC | 0.01% | Reduce -49.2% | 32 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $17K |
| Tidemark, LLC | 0.01% | Reduce -27.9% | 31 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 30 | $16K |
| Financial Connections Group, Inc. | 0.01% | No change | 31 | $16K |
| Gables Capital Management Inc. | 0.01% | Reduce -84.8% | 27 | $14K |
| Burkett Financial Services, LLC | 0.01% | No change | 26 | $14K |
| Opal Wealth Advisors, LLC | 0.00% | New | 26 | $14K |
| Painted Porch Advisors LLC | 0.01% | New | 25 | $13K |
| City State Bank | 0.01% | No change | 25 | $13K |
| Arrow Financial Corp | 0.00% | No change | 25 | $13K |
| Activest Wealth Management | 0.00% | No change | 24 | $13K |
| Arlington Trust Co LLC | 0.00% | New | 22 | $12K |
| CKW Financial Group | 0.00% | No change | 20 | $11K |
| Annapolis Financial Services, LLC | 0.00% | No change | 20 | $11K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 19 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 19 | $10K |
| Roble, Belko & Company, Inc | 0.00% | No change | 19 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $9K |
| NFSG Corp | 0.00% | No change | 16 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 16 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 16 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | — | 14 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $7K |
| Castleview Partners, LLC | 0.00% | Reduce -45.8% | 13 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 13 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $5K |
| Key Financial Inc | 0.00% | No change | 10 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 9 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -10.0% | 9 | $5K |
| Fairscale Capital, LLC | 0.00% | — | 8 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -63.6% | 4 | $2K |
| Transcendent Capital Group LLC | 0.00% | Reduce -99.4% | 1 | $535 |
| 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.