State Street SPDR S&P MidcapMDYETF
13F holders, Q3 2024 (September 30)1,315holders +26
87new positions
55sold out
3famous investors
$567.22avg. 13F price*
At the end of Q3 2024, 1,315 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 26 from Q2 2024. 87 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($743.3M) and Morgan Stanley ($691.7M). 3 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q3 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $210.3M |
| Exits | 55 | $224.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,096,135 shares bought and 1,871,154 shares sold, net +224,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,315 holders
| Bank of America Corp. | 0.11% | Reduce -11.2% | 2,124,700 | $1.2B |
| Wells Fargo & Company | 0.18% | Reduce -2.4% | 1,304,876 | $743.3M |
| Morgan Stanley | 0.05% | Add +5.8% | 1,214,300 | $691.7M |
| Goldman Sachs Group Inc. | 0.12% | Add +134.1% | 1,140,360 | $649.6M |
| Northern Trust Corp. | 0.10% | Reduce -0.1% | 1,112,464 | $633.7M |
| US Bancorp \de | 0.78% | Add +1.1% | 1,063,964 | $606.1M |
| Pathstone Holdings, LLC | 2.34% | Reduce -0.7% | 919,305 | $523.7M |
| PNC Financial Services Group, Inc. | 0.28% | Add +0.8% | 768,842 | $438.0M |
| Royal Bank of Canada | 0.09% | Add +116.4% | 732,728 | $417.4M |
| UBS Group AG | 0.10% | Add +3.4% | 630,983 | $359.4M |
| Northwestern Mutual Wealth Management Co. | 0.27% | Add +1.4% | 541,164 | $308.3M |
| Bank of Montreal | 0.13% | Reduce -1.8% | 495,752 | $282.2M |
| Raymond James & Associates | 0.13% | Add +0.5% | 369,044 | $210.2M |
| JPMorgan Chase & Co. | 0.02% | Add +5.9% | 340,136 | $193.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -4.0% | 280,091 | $159.6M |
| Corient Private Wealth LP | 0.23% | Reduce -1.5% | 255,721 | $145.7M |
| Creative Planning | 0.14% | Reduce -4.5% | 247,981 | $141.1M |
| Arvest Bank Trust Division | 7.90% | — | 240,545 | $137.0M |
| MAI Capital Management | 1.31% | Add +2.7% | 239,391 | $136.4M |
| Conservest Capital Advisors, Inc. | 13.73% | Add +3.7% | 240,646 | $133.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.6% | 170,695 | $97.2M |
| BNP Paribas Financial Markets | 0.09% | Reduce -42.9% | 152,105 | $86.6M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +1.4% | 148,908 | $84.8M |
| HighTower Advisors, LLC | 0.12% | Add +1.9% | 143,791 | $81.9M |
| LPL Financial LLC | 0.04% | Add +2.9% | 143,669 | $81.8M |
| Welch & Forbes LLC | 1.02% | Add +0.3% | 140,310 | $79.9M |
| Waddell & Associates, LLC | 9.62% | Add +1.7% | 138,769 | $79.1M |
| Whittier Trust Co. | 1.06% | Reduce -0.6% | 138,719 | $79.0M |
| Commonwealth Equity Services, LLC | 0.12% | Add +23.3% | 133,481 | $76.0M |
| FineMark National Bank & Trust | 2.47% | Reduce -0.5% | 124,592 | $71.0M |
| Brown Advisory Inc. | 0.09% | Reduce -0.3% | 121,948 | $69.5M |
| Citadel Advisors | 0.07% | Add +146.7% | 121,620 | $69.3M |
| Hills Bank & Trust Co | 5.21% | Reduce -0.3% | 120,979 | $68.9M |
| Montag A & Associates Inc. | 2.99% | Add +1.2% | 110,433 | $63.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.14% | Add +1.9% | 109,059 | $62.2M |
| Employees Retirement System of Texas | 0.63% | No change | 108,500 | $61.8M |
| Truist Financial Corp. | 0.10% | Add +3.3% | 107,371 | $61.2M |
| Mariner, LLC | 0.10% | Reduce -0.9% | 101,399 | $57.8M |
| Canada Pension Plan Investment Board | 0.05% | New | 100,000 | $57.0M |
| Cerity Partners LLC | 0.12% | Add +2.1% | 97,549 | $55.6M |
| WASHINGTON TRUST Co | 1.92% | Reduce -2.6% | 96,211 | $54.8M |
| Sandy Spring Bank | 2.21% | Reduce -0.2% | 94,124 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -27.4% | 91,221 | $52.0M |
| Susquehanna International Group, LLP | 0.09% | Reduce -10.6% | 88,383 | $50.3M |
| Hawk Ridge Capital Management LP | 2.10% | New | 85,624 | $48.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -0.6% | 81,142 | $46.2M |
| Henshaw Capital LLC | 1.79% | No change | 75,050 | $42.8M |
| Portland Global Advisors LLC | 5.13% | Reduce -0.9% | 71,661 | $40.8M |
| Stifel Financial Corp. | 0.04% | Add +23.2% | 69,509 | $39.6M |
| Blair William & Co. | 0.12% | Add +1.5% | 69,479 | $39.6M |
| Pittenger & Anderson Inc. | 1.48% | Reduce -0.3% | 69,160 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.5% | 68,709 | $39.1M |
| Whittier Trust Co. of Nevada Inc. | 0.98% | Add +0.8% | 66,564 | $37.9M |
| Cetera Investment Advisers | 0.08% | Reduce -14.2% | 66,062 | $37.6M |
| Financial Counselors Inc. | 0.55% | Reduce -0.3% | 65,668 | $37.4M |
| Divergent Planning, LLC | 13.54% | Add +3.1% | 63,830 | $36.3M |
| Captrust Financial Advisors | 0.11% | Add +0.3% | 62,215 | $35.4M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Reduce -0.1% | 61,650 | $35.2M |
| MassMutual Private Wealth & Trust, FSB | 0.99% | Add +1.7% | 61,086 | $34.8M |
| Smith, Moore & Co. | 3.30% | Add +0.3% | 60,612 | $34.5M |
| Osaic Holdings, Inc. | 0.08% | Reduce -10.6% | 59,947 | $34.2M |
| Ascent Wealth Partners, LLC | 4.72% | Add +1.1% | 59,438 | $33.9M |
| Pinnacle Associates Ltd. | 0.56% | Add +0.8% | 65,142 | $33.1M |
| Peapack Gladstone Financial Corp. | 0.47% | Reduce -0.4% | 56,780 | $32.3M |
| Baird Financial Group, Inc. | 0.06% | Reduce -1.6% | 53,868 | $30.7M |
| Heritage Investors Management Corp. | 0.99% | Reduce -3.0% | 52,313 | $29.8M |
| Clearstead Advisors, LLC | 0.46% | Reduce -3.4% | 51,845 | $29.5M |
| Oldfather Financial Services, LLC | 11.35% | Reduce -0.5% | 51,789 | $29.5M |
| Crewe Advisors LLC | 3.40% | Add +5.9% | 51,391 | $29.3M |
| Cresset Asset Management, LLC | 0.11% | Reduce -1.4% | 50,320 | $28.7M |
| First Hawaiian Bank | 0.91% | Reduce -0.8% | 49,887 | $28.4M |
| Chicago Partners Investment Group LLC | 1.01% | Reduce -1.6% | 49,565 | $28.3M |
| Citizens Financial Group Inc. | 0.55% | Reduce -5.0% | 48,115 | $27.4M |
| Cumberland Advisors Inc. | 10.72% | Add +0.6% | 47,367 | $27.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.8% | 47,392 | $27.0M |
| Retirement Systems of Alabama | 0.10% | Reduce -1.7% | 46,287 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +44.9% | 46,089 | $26.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.89% | Add +66.7% | 44,846 | $25.5M |
| Klingman & Associates, LLC | 1.54% | Reduce -1.8% | 43,599 | $24.8M |
| LCM Capital Management Inc | 14.14% | Add +2.1% | 43,156 | $24.6M |
| Kowal Investment Group, LLC | 4.52% | Add +2.4% | 43,102 | $24.6M |
| Granite Bay Wealth Management, LLC | 13.66% | Add +18.4% | 42,764 | $24.4M |
| IFG Advisors, LLC | 5.15% | Add +4.5% | 42,333 | $24.1M |
| Focus Partners Wealth | 0.08% | Add +300.4% | 42,191 | $24.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +15.5% | 41,977 | $23.9M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -1.0% | 40,495 | $23.1M |
| Conning Inc. | 0.78% | Reduce -12.4% | 39,768 | $22.7M |
| Edge Capital Group, LLC | 0.98% | Reduce -2.0% | 38,933 | $22.2M |
| BlackRock, Inc. | 0.00% | — | 38,005 | $21.6M |
| Waldron Private Wealth LLC | 0.88% | Reduce -1.9% | 37,143 | $21.2M |
| 1ST Source Bank | 1.16% | Reduce -0.0% | 36,005 | $20.5M |
| Johnson Investment Counsel Inc. | 0.20% | Reduce -2.8% | 35,762 | $20.4M |
| Comerica Bank | 0.08% | Reduce -10.9% | 35,012 | $19.9M |
| Steele Capital Management, Inc. | 1.02% | Reduce -0.7% | 34,137 | $19.5M |
| GYL Financial Synergies, LLC | 1.43% | Add +1.4% | 33,450 | $19.1M |
| Prio Wealth Limited Partnership | 0.56% | Reduce -0.6% | 33,445 | $19.1M |
| Pinnacle Financial Partners Inc | 0.38% | Reduce -5.2% | 33,324 | $19.0M |
| EP Wealth Advisors, LLC | 0.16% | Add +10.0% | 33,254 | $18.9M |
| Bessemer Group Inc. | 0.03% | Add +1.6% | 33,247 | $18.9M |
| Tandem Wealth Advisors LLC | 9.47% | Add +0.3% | 32,805 | $18.7M |
| M&T Bank Corp | 0.06% | Reduce -7.4% | 32,788 | $18.7M |
| Vestor Capital, LLC | 1.45% | Reduce -1.8% | 32,302 | $18.4M |
| Wealth Alliance Advisory Group, LLC | 3.86% | Add +1.6% | 32,253 | $18.4M |
| Trustmark Bank Trust Department | 1.39% | Add +1.0% | 32,192 | $18.3M |
| Composition Wealth, LLC | 0.42% | Reduce -0.5% | 31,865 | $18.2M |
| Barclays PLC | 0.01% | Reduce -55.2% | 31,585 | $18.0M |
| Citigroup Inc. | 0.02% | Reduce -28.1% | 30,993 | $17.7M |
| Glenmede Trust Co. NA | 0.08% | Add +0.7% | 30,632 | $17.4M |
| Curi Capital, LLC | 0.39% | Reduce -3.3% | 30,490 | $17.4M |
| Curbstone Financial Management Corp | 3.70% | Reduce -0.2% | 30,366 | $17.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +38.1% | 29,159 | $16.6M |
| Lido Advisors, LLC | 0.13% | Reduce -9.2% | 29,158 | $16.6M |
| Simmons Bank | 1.19% | Reduce -2.5% | 28,771 | $16.4M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -1.6% | 28,518 | $16.3M |
| Hancock Whitney Corp. | 0.52% | Add +0.1% | 28,378 | $16.2M |
| FMR LLC | 0.00% | Add +5.4% | 27,731 | $15.8M |
| MML Investors Services, LLC | 0.06% | Add +12.9% | 26,949 | $15.4M |
| Commerce Bank | 0.09% | Add +0.9% | 26,872 | $15.3M |
| Tiller Private Wealth, Inc. | 6.28% | Add +2.0% | 26,611 | $15.2M |
| D. E. Shaw & Co. | 0.02% | Reduce -2.0% | 26,277 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +5.5% | 25,587 | $14.6M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +3.4% | 25,493 | $14.5M |
| Savant Capital, LLC | 0.12% | Add +0.8% | 25,428 | $14.5M |
| Black Swift Group, LLC | 3.18% | New | 25,308 | $14.4M |
| Wellspring Financial Advisors, LLC | 1.69% | Reduce -3.0% | 24,909 | $14.2M |
| IMC-Chicago, LLC | 0.41% | New | 24,903 | $14.2M |
| Atlantic Edge Private Wealth Management, LLC | 4.28% | Add +0.2% | 24,704 | $14.1M |
| Shapiro Capital Management LLC | 0.43% | Add +34.8% | 24,400 | $13.9M |
| Carnegie Investment Counsel | 0.40% | Reduce -1.0% | 24,077 | $13.7M |
| Tower Research Capital LLC (TRC) | 0.36% | Add +601.5% | 23,719 | $13.5M |
| MCF Advisors LLC | 0.92% | Reduce -0.1% | 23,017 | $13.1M |
| Caldwell Trust Co | 1.37% | Reduce -1.9% | 22,875 | $13.0M |
| Avantax Advisory Services, Inc. | 0.08% | Add +3.1% | 22,705 | $12.9M |
| SlateStone Wealth, LLC | 1.16% | Reduce -0.3% | 22,635 | $12.9M |
| Cwm, LLC | 0.05% | Add +8.1% | 22,378 | $12.7M |
| Victory Capital Management Inc. | 0.01% | Add +175.3% | 22,300 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +689.8% | 21,474 | $12.2M |
| Mill Creek Capital Advisors, LLC | 0.29% | Reduce -0.4% | 21,141 | $12.0M |
| Callan Family Office, LLC | 1.98% | Add +8.3% | 20,712 | $11.8M |
| Trifecta Capital Advisors, LLC | 2.46% | Reduce -1.0% | 20,614 | $11.7M |
| Old National Bancorp | 0.27% | Add +4.4% | 20,547 | $11.7M |
| Dumont & Blake Investment Advisors LLC | 3.11% | Reduce -50.2% | 20,461 | $11.7M |
| Exchange Capital Management, Inc. | 1.84% | Reduce -2.3% | 20,296 | $11.6M |
| jvl associates llc | 4.37% | Reduce -0.0% | 19,911 | $11.3M |
| First Financial Bank - Trust Division | 1.03% | Reduce -0.7% | 19,728 | $11.2M |
| Lutz Financial Services LLC | 0.90% | Reduce -0.3% | 19,518 | $11.1M |
| Country Club Bank | 0.74% | Reduce -2.2% | 19,366 | $11.0M |
| Bordeaux Wealth Advisors LLC | 1.99% | Add +0.7% | 19,324 | $11.0M |
| Peddock Capital Advisors, LLC | 2.61% | Add +7.6% | 19,072 | $10.9M |
| Ameritas Investment Partners, Inc. | 0.35% | Add +58.1% | 19,045 | $10.8M |
| GTS Securities LLC | 0.21% | Add +17.4% | 18,562 | $10.6M |
| Nixon Peabody Trust Co. | 0.88% | Reduce -0.6% | 18,498 | $10.5M |
| MetLife Investment Management, LLC | 0.06% | Reduce -70.8% | 18,300 | $10.4M |
| Arvest Investments, Inc. | 1.54% | Add +0.8% | 17,847 | $10.2M |
| NBT Bank, N.A. | 0.68% | Reduce -2.1% | 17,800 | $10.1M |
| Central Bank & Trust Co. | 1.40% | Reduce -0.6% | 17,799 | $10.1M |
| Harbour Trust & Investment Management Co | 1.14% | Reduce -0.3% | 17,612 | $10.0M |
| SG Americas Securities, LLC | 0.04% | Reduce -82.3% | 17,585 | $10.0M |
| Fifth Third Securities, Inc. | 0.93% | Reduce -1.4% | 17,307 | $9.9M |
| Hummer Financial Advisory Services Inc | 7.70% | No change | 17,138 | $9.8M |
| Brown Brothers Harriman & Co. | 0.07% | Reduce -0.3% | 17,152 | $9.8M |
| Prescott Group Capital Management, L.L.C. | 1.41% | Reduce -26.0% | 17,083 | $9.7M |
| Legacy Advisors, LLC | 1.05% | Add +0.1% | 17,065 | $9.7M |
| Kingfisher Capital LLC | 2.24% | Reduce -4.5% | 17,030 | $9.7M |
| Agf Management Ltd. | 0.05% | Reduce -0.3% | 17,018 | $9.7M |
| First Merchants Corp. | 0.37% | Reduce -5.3% | 17,014 | $9.7M |
| Mechanics Bank Trust Department | 1.28% | Reduce -1.8% | 16,914 | $9.6M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -0.9% | 16,578 | $9.4M |
| Howard Capital Management, LLC | 0.16% | Reduce -0.5% | 16,566 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.4% | 16,588 | $9.4M |
| Franklin Resources Inc. | 0.00% | Add +12.9% | 16,107 | $9.3M |
| NorthCoast Asset Management LLC | 0.07% | Add +55.1% | 17,831 | $9.3M |
| Boston Financial Mangement LLC | 0.27% | Reduce -1.2% | 16,180 | $9.2M |
| GFS Advisors, LLC | 1.95% | Add +4.4% | 16,143 | $9.2M |
| Capstone Financial Advisors, Inc. | 0.56% | Reduce -0.6% | 16,112 | $9.2M |
| Canopy Partners, LLC | 3.88% | Add +10.7% | 15,806 | $9.0M |
| World Investment Advisors | 0.28% | Reduce -3.6% | 15,694 | $8.9M |
| Two Sigma Investments, LP | 0.02% | New | 15,600 | $8.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -2.4% | 15,559 | $8.9M |
| Raymond James Trust N.A. | 0.19% | Reduce -4.1% | 15,442 | $8.8M |
| KCM Investment Advisors LLC | 0.30% | Reduce -2.3% | 15,401 | $8.8M |
| Wealthspire Advisors, LLC | 0.09% | Add +28.5% | 15,006 | $8.5M |
| Granite FO LLC | 4.76% | Add +0.8% | 14,756 | $8.4M |
| Walleye Trading LLC | 0.20% | New | 14,623 | $8.3M |
| Means Investment Co., Inc. | 0.92% | Reduce -1.7% | 14,517 | $8.3M |
| Madison Asset Management, LLC | 0.09% | Reduce -12.1% | 14,503 | $8.3M |
| Madison Park Capital Advisors, LLC | 6.19% | Add +0.7% | 14,501 | $8.3M |
| Csenge Advisory Group | 0.43% | Add +3.8% | 14,243 | $8.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -8.8% | 14,235 | $8.1M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.1M |
| Montz Harcus Wealth Management LLC | 4.72% | Add +0.8% | 14,189 | $8.1M |
| Boston Family Office LLC | 0.55% | Reduce -1.6% | 14,180 | $8.1M |
| Linscomb Wealth, Inc. | 0.40% | Reduce -26.1% | 14,124 | $8.0M |
| Chesley Taft & Associates LLC | 0.38% | Reduce -0.3% | 14,081 | $8.0M |
| RMR Wealth Builders | 0.85% | Reduce -1.1% | 14,026 | $8.0M |
| Smith Anglin Financial, LLC | 0.75% | Reduce -0.6% | 13,740 | $7.8M |
| Unionview, LLC | 6.08% | Add +0.2% | 13,722 | $7.8M |
| Boyd Watterson Asset Management LLC | 2.16% | No change | 13,680 | $7.8M |
| Pacific Center for Financial Services | 2.04% | Reduce -3.9% | 13,572 | $7.7M |
| Busey Bank | 0.25% | Reduce -0.3% | 13,546 | $7.7M |
| Private Advisor Group, LLC | 0.05% | Add +2.8% | 13,371 | $7.6M |
| Staley Capital Advisers Inc. | 0.33% | Add +3.1% | 13,102 | $7.5M |
| Arbor Trust Wealth Advisors, LLC | 3.91% | No change | 13,873 | $7.5M |
| Grove Bank & Trust | 1.09% | Reduce -12.9% | 12,900 | $7.3M |
| Colorado Capital Management, Inc. | 3.60% | Reduce -2.7% | 12,799 | $7.3M |
| Meridian Wealth Advisors, LLC | 1.21% | Reduce -1.0% | 12,669 | $7.2M |
| BlueCrest Capital Management Ltd | 3.55% | New | 12,500 | $7.1M |
| Synovus Financial Corp. | 0.08% | Add +3.7% | 12,245 | $7.0M |
| Sand Hill Global Advisors, LLC | 0.29% | Reduce -0.4% | 12,238 | $7.0M |
| Dakota Wealth Management | 0.16% | Reduce -0.6% | 12,126 | $6.9M |
| Rothschild Capital Partners, LLC | 1.92% | Add +726.7% | 12,087 | $6.9M |
| Community Bank, N.A. | 0.85% | Reduce -0.6% | 11,880 | $6.8M |
| Inspire Trust Co, N.A. | 1.85% | Add +19.1% | 11,822 | $6.7M |
| Goelzer Investment Management, Inc. | 0.36% | Reduce -2.4% | 11,653 | $6.6M |
| TKG Advisors, LLC | 3.28% | Add +3.0% | 11,652 | $6.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.63% | Add +1.1% | 11,611 | $6.6M |
| Palisade Asset Management, LLC | 0.65% | Add +1.0% | 11,572 | $6.6M |
| Williams Jones Wealth Management, LLC. | 0.08% | Reduce -2.7% | 11,450 | $6.5M |
| Hanover Advisors Inc. | 2.65% | Add +1.0% | 11,071 | $6.3M |
| Pegasus Partners Ltd. | 0.59% | Reduce -0.8% | 11,032 | $6.3M |
| First Horizon Advisors, Inc. | 0.17% | Add +1.2% | 11,018 | $6.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +30.3% | 10,268 | $6.3M |
| Latigo Investments, LLC | 3.05% | No change | 10,962 | $6.2M |
| Diversified Portfolios, Inc. | 0.65% | Reduce -0.3% | 10,871 | $6.2M |
| Adirondack Trust Co. | 2.36% | Reduce -1.3% | 10,770 | $6.1M |
| Retirement Income Solutions, Inc. | 1.40% | Reduce -0.2% | 10,760 | $6.1M |
| Leavell Investment Management, Inc. | 0.30% | Add +4.9% | 10,690 | $6.1M |
| Wilmington Savings Fund Society, FSB | 0.11% | Add +1003.3% | 10,382 | $5.9M |
| Ieq Capital, LLC | 0.07% | Add +30.7% | 10,356 | $5.9M |
| Gries Financial LLC | 1.10% | Add +1.2% | 10,350 | $5.9M |
| Lodestar Private Asset Management LLC | 0.73% | Add +1.4% | 10,121 | $5.8M |
| Flputnam Investment Management Co. | 0.10% | Reduce -0.3% | 10,073 | $5.7M |
| RBF Capital, LLC | 0.29% | No change | 10,000 | $5.7M |
| Daymark Wealth Partners, LLC | 0.24% | Add +2.7% | 9,878 | $5.6M |
| Firestone Capital Management | 1.41% | Reduce -2.3% | 9,848 | $5.6M |
| Court Place Advisors, LLC | 1.62% | Add +10.7% | 9,773 | $5.6M |
| Bank of New Hampshire | 1.39% | Reduce -2.0% | 9,759 | $5.6M |
| Peak Asset Management, LLC | 1.05% | Reduce -3.0% | 9,751 | $5.6M |
| Resonant Capital Advisors, LLC | 0.41% | No change | 9,719 | $5.6M |
| Mayflower Financial Advisors, LLC | 0.83% | Reduce -1.9% | 9,693 | $5.5M |
| HB Wealth Management, LLC | 0.06% | Add +0.1% | 9,687 | $5.5M |
| Sageworth Trust Co | 0.33% | Add +0.8% | 9,582 | $5.5M |
| Bokf, NA | 0.10% | Reduce -2.2% | 9,606 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +31.9% | 9,496 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,444 | $5.4M |
| Motco | 0.54% | Reduce -0.7% | 9,442 | $5.4M |
| CENTRAL TRUST Co | 0.13% | Reduce -1.5% | 9,388 | $5.3M |
| Rothschild Wealth LLC | 1.59% | Add +4366.3% | 100,848 | $5.3M |
| HSBC Holdings PLC | 0.00% | Reduce -36.5% | 9,189 | $5.2M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +3.8% | 9,120 | $5.2M |
| Balboa Wealth Partners | 1.30% | Reduce -18.2% | 9,112 | $5.2M |
| G&S Capital LLC | 2.17% | Add +2.1% | 9,073 | $5.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.5% | 9,036 | $5.2M |
| Newport Capital Group, LLC | 3.80% | Add +2.6% | 9,056 | $5.2M |
| Associated Banc-Corp | 0.15% | Reduce -1.0% | 9,046 | $5.2M |
| Cape Cod Five Cents Savings Bank | 0.47% | Reduce -1.1% | 9,002 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -8.0% | 8,904 | $5.1M |
| Ti-Trust, Inc. | 3.55% | Reduce -0.9% | 8,708 | $5.0M |
| NBW Capital LLC | 0.93% | Add +9.3% | 8,698 | $5.0M |
| Allworth Financial LP | 0.03% | Add +0.7% | 8,415 | $4.8M |
| AMG National Trust Bank | 0.13% | Reduce -38.9% | 8,406 | $4.8M |
| CMG Global Holdings, LLC | 2.69% | Add +0.6% | 8,350 | $4.8M |
| KMG Fiduciary Partners, LLC | 0.41% | Reduce -4.2% | 8,266 | $4.7M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.52% | Reduce -1.0% | 8,223 | $4.7M |
| Steel Grove Capital Advisors, LLC | 0.66% | Reduce -4.4% | 8,220 | $4.7M |
| Modera Wealth Management, LLC | 0.06% | Reduce -3.4% | 8,152 | $4.6M |
| Highview Capital Management LLC | 1.88% | Add +0.3% | 8,133 | $4.6M |
| Benchmark Financial Wealth Advisors, LLC | 1.53% | Add +2.4% | 8,053 | $4.6M |
| Barrett & Company, Inc. | 1.98% | Reduce -1.1% | 8,038 | $4.6M |
| Summit Financial, LLC | 0.18% | Add +28.4% | 8,014 | $4.6M |
| Choreo, LLC | 0.07% | Reduce -6.7% | 8,075 | $4.6M |
| Intrepid Financial Planning Group LLC | 1.95% | Reduce -5.2% | 7,980 | $4.5M |
| Bay Rivers Group | 2.26% | Add +0.4% | 7,969 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.20% | Add +0.2% | 7,811 | $4.4M |
| LYNX Capital Group Ltd. | 2.87% | Add +2.3% | 7,776 | $4.4M |
| Evensky & Katz LLC | 0.29% | Reduce -0.7% | 7,754 | $4.4M |
| Weil Company, Inc. | 1.44% | Reduce -4.1% | 7,702 | $4.4M |
| Keybank National Association | 0.02% | Reduce -2.1% | 7,697 | $4.4M |
| Harbour Investments, Inc. | 0.13% | Reduce -1.8% | 7,669 | $4.4M |
| Houlihan Financial Resource Group, Ltd. | 1.79% | Reduce -1.1% | 7,595 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Reduce -0.5% | 7,593 | $4.3M |
| Sonata Capital Group Inc. | 1.83% | Reduce -7.1% | 7,583 | $4.3M |
| Fifth Third Bancorp | 0.02% | Add +24.8% | 7,525 | $4.3M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.63% | Reduce -0.0% | 7,538 | $4.3M |
| Segment Wealth Management, LLC | 0.29% | Reduce -0.9% | 7,490 | $4.3M |
| Perigon Wealth Management, LLC | 0.11% | Add +9.1% | 7,441 | $4.2M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -29.2% | 7,399 | $4.2M |
| North Star Investment Management Corp. | 0.29% | Add +3.2% | 7,396 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Add +11.9% | 7,297 | $4.2M |
| Midwest Financial Group LLC | 2.42% | Add +1.0% | 7,233 | $4.1M |
| Haverford Trust Co | 0.04% | Add +1.4% | 7,199 | $4.1M |
| Breakwater Capital Group | 0.82% | Add +10.4% | 7,184 | $4.1M |
| OneDigital Investment Advisors LLC | 0.05% | Add +0.1% | 7,112 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -0.8% | 7,106 | $4.0M |
| Renaissance Investment Group LLC | 0.84% | Reduce -3.1% | 7,099 | $4.0M |
| JMG Financial Group, Ltd. | 0.14% | Reduce -0.5% | 7,012 | $4.0M |
| Proficio Capital Partners LLC | 0.39% | Add +16.5% | 6,960 | $4.0M |
| Yousif Capital Management, LLC | 0.04% | Reduce -38.7% | 6,879 | $3.9M |
| Davis R M Inc. | 0.08% | Reduce -0.5% | 6,874 | $3.9M |
| Union Savings Bank | 1.91% | Reduce -2.5% | 6,825 | $3.9M |
| Bristlecone Advisors, LLC | 0.31% | Add +6.0% | 6,754 | $3.8M |
| Bailard, Inc. | 0.10% | Reduce -0.7% | 6,713 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Add +15.7% | 6,691 | $3.8M |
| Sentinel Trust Co. Lba | 0.43% | Reduce -2.0% | 6,689 | $3.8M |
| Smith Chas P & Associates Pa Cpas | 0.21% | Add +0.9% | 6,687 | $3.8M |
| Jordan Park Group LLC | 0.26% | No change | 6,660 | $3.8M |
| Paulson Wealth Management Inc. | 1.01% | Add +14.0% | 6,658 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -30.6% | 6,636 | $3.8M |
| Glen Eagle Advisors, LLC | 0.63% | Add +0.6% | 6,596 | $3.8M |
| Prospera Financial Services Inc | 0.10% | Reduce -0.1% | 6,592 | $3.8M |
| Apollon Wealth Management, LLC | 0.11% | Add +0.5% | 6,547 | $3.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.5% | 6,544 | $3.7M |
| Matrix Asset Advisors Inc. | 0.41% | Add +23.7% | 6,514 | $3.7M |
| Summit Wealth Partners, LLC | 0.71% | Reduce -0.3% | 6,478 | $3.7M |
| Greenleaf Trust | 0.03% | Add +22.4% | 6,420 | $3.7M |
| Steph & Co. | 1.16% | No change | 6,392 | $3.6M |
| Jefferies Financial Group Inc. | 0.06% | New | 6,365 | $3.6M |
| Charter Research & Investment Group, Inc. | 2.67% | Add +2.5% | 6,346 | $3.6M |
| Gould Asset Management LLC | 0.77% | Reduce -0.3% | 6,316 | $3.6M |
| IFP Advisors, Inc | 0.13% | Reduce -8.6% | 6,309 | $3.6M |
| RVW Wealth, LLC | 0.33% | Reduce -5.9% | 6,303 | $3.6M |
| Sepio Capital, LP | 0.28% | No change | 6,300 | $3.6M |
| Ballentine Partners, LLC | 0.06% | No change | 6,291 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -2.3% | 6,257 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +144.0% | 6,254 | $3.6M |
| Clear Point Advisors Inc. | 2.74% | Add +0.1% | 6,228 | $3.5M |
| Elyxium Wealth, LLC | 1.94% | — | 6,200 | $3.5M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -2.5% | 6,177 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.7% | 6,162 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +22.7% | 6,146 | $3.5M |
| Fiduciary Trust Co | 0.05% | Reduce -0.1% | 6,091 | $3.5M |
| Keystone Financial Group | 0.44% | New | 5,984 | $3.4M |
| Romano Brothers and Company | 0.42% | No change | 5,982 | $3.4M |
| Paladin Advisory Group, LLC | 2.48% | Reduce -0.2% | 5,906 | $3.4M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 5,899 | $3.4M |
| Eastern Bank | 0.06% | New | 5,866 | $3.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +0.4% | 5,802 | $3.3M |
| Flagstar Securities, Inc. | 0.83% | Add +2.7% | 5,700 | $3.3M |
| Audent Global Asset Management, LLC | 5.55% | Reduce -0.6% | 5,712 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.36% | Add +0.4% | 5,710 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -4.2% | 5,710 | $3.3M |
| Whalerock Point Partners, LLC | 0.79% | No change | 5,645 | $3.2M |
| Salomon & Ludwin, LLC | 0.33% | Reduce -15.7% | 5,606 | $3.2M |
| PFG Advisors | 0.20% | Add +9.5% | 5,491 | $3.1M |
| Global Retirement Partners, LLC | 0.09% | Reduce -0.8% | 5,458 | $3.1M |
| Joel Isaacson & Co., LLC | 0.15% | Reduce -0.6% | 5,456 | $3.1M |
| Snowden Capital Advisors LLC | 0.09% | Add +1.4% | 5,396 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | New | 5,382 | $3.1M |
| Delta Financial Group, Inc. | 1.12% | Add +3.6% | 5,299 | $3.0M |
| Diversified Trust Co. | 0.08% | Add +8.2% | 5,275 | $3.0M |
| Woodstock Corp. | 0.29% | Add +0.5% | 5,248 | $3.0M |
| Pegasus Asset Management, Inc. | 0.90% | Reduce -3.9% | 5,230 | $3.0M |
| Penobscot Investment Management Company, Inc. | 0.27% | Reduce -3.0% | 5,207 | $3.0M |
| Miller Investment Management, LP | 0.31% | No change | 5,201 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -0.1% | 5,174 | $3.0M |
| Vanguard Group Inc. | 0.00% | No change | 5,116 | $2.9M |
| Sabal Trust CO | 0.16% | Reduce -1.7% | 5,102 | $2.9M |
| Argent Trust Co | 0.12% | No change | 5,098 | $2.9M |
| Advisory Services Network, LLC | 0.06% | No change | 5,420 | $2.9M |
| Sound Income Strategies, LLC | 0.19% | New | 5,058 | $2.9M |
| Shoker Investment Counsel, Inc. | 0.97% | Add +0.2% | 5,040 | $2.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.16% | Reduce -3.0% | 5,035 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -1.5% | 5,022 | $2.9M |
| Spinnaker Trust | 0.18% | Reduce -0.0% | 4,999 | $2.8M |
| IFG Advisory, LLC | 0.18% | Reduce -2.0% | 4,976 | $2.8M |
| Sage Financial Management Group, Inc. | 1.09% | Add +10.9% | 4,950 | $2.8M |
| Raffa Wealth Management, LLC | 0.68% | No change | 4,917 | $2.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.64% | Reduce -4.4% | 4,895 | $2.8M |
| Meridian Investment Counsel Inc. | 0.84% | Add +44.1% | 4,890 | $2.8M |
| St. Johns Investment Management Company, LLC | 1.30% | Reduce -3.0% | 4,870 | $2.8M |
| DRW Securities, LLC | 0.15% | Add +176.2% | 4,822 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +0.4% | 4,794 | $2.7M |
| Sterling Investment Advisors, Ltd. | 0.69% | Reduce -2.0% | 4,755 | $2.7M |
| Capital Advisory Group Advisory Services, LLC | 1.07% | Add +1.6% | 4,739 | $2.7M |
| Winthrop Advisory Group LLC | 0.33% | Add +9.0% | 4,707 | $2.7M |
| New England Private Wealth Advisors LLC | 0.43% | No change | 4,721 | $2.7M |
| Merit Financial Group, LLC | 0.06% | Reduce -4.1% | 4,718 | $2.7M |
| Asset Management Group, Inc. | 0.38% | Reduce -3.4% | 4,699 | $2.7M |
| Precedent Wealth Partners, LLC | 0.88% | No change | 4,691 | $2.7M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -4.3% | 4,689 | $2.7M |
| Johnson Financial Group, Inc. | 0.12% | Reduce -25.6% | 4,648 | $2.7M |
| Naples Global Advisors, LLC | 0.25% | Reduce -0.6% | 4,645 | $2.7M |
| Tower View Wealth Management LLC | 1.45% | Add +2.3% | 4,657 | $2.7M |
| Courier Capital LLC | 0.18% | Reduce -0.3% | 4,617 | $2.6M |
| Orange Investment Advisors, Inc. | 0.29% | Reduce -32.5% | 4,579 | $2.6M |
| Meridian Wealth Management, LLC | 0.13% | Reduce -0.1% | 4,576 | $2.6M |
| West Paces Advisors Inc. | 0.64% | No change | 4,560 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.43% | Reduce -7.4% | 4,556 | $2.6M |
| Insigneo Advisory Services, LLC | 0.26% | Reduce -1.3% | 4,554 | $2.6M |
| InTrack Investment Management Inc | 1.83% | Reduce -1.6% | 4,534 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.6% | 4,513 | $2.6M |
| Element Pointe Advisors, LLC | 0.62% | No change | 4,500 | $2.6M |
| Graypoint LLC | 0.16% | Add +0.0% | 4,497 | $2.6M |
| Davidson Trust Co. | 1.32% | No change | 4,495 | $2.6M |
| Coastline Trust Co | 0.30% | Add +2.6% | 4,472 | $2.5M |
| Venturi Wealth Management, LLC | 0.13% | Add +1.1% | 4,472 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -5.6% | 4,430 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +4.1% | 4,428 | $2.5M |
| Veracity Capital LLC | 0.95% | No change | 4,359 | $2.5M |
| Element Wealth, LLC | 1.31% | Reduce -3.3% | 4,336 | $2.5M |
| WealthBridge Capital Management, LLC | 0.70% | Add +1.6% | 4,255 | $2.4M |
| Salem Investment Counselors Inc. | 0.07% | No change | 4,197 | $2.4M |
| Lake Street Advisors Group, LLC | 0.11% | No change | 4,196 | $2.4M |
| Baron Financial Group, LLC | 1.47% | Reduce -2.3% | 4,206 | $2.4M |
| Lavaca Capital LLC | 1.15% | New | 4,200 | $2.4M |
| Lowe Wealth Advisors, LLC | 1.03% | Add +9.5% | 4,181 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.63% | No change | 4,150 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Reduce -57.7% | 4,143 | $2.4M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -0.6% | 4,117 | $2.3M |
| UMB Bank, n.a. | 0.04% | No change | 4,085 | $2.3M |
| Nicolet Advisory Services, LLC | 0.22% | Add +3.7% | 4,123 | $2.3M |
| Lionsbridge Wealth Management LLC | 1.84% | Reduce -0.9% | 4,080 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.09% | Reduce -5.2% | 4,061 | $2.3M |
| Transatlantique Private Wealth LLC | 0.88% | Reduce -1.8% | 4,055 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +2.1% | 4,043 | $2.3M |
| Revolve Wealth Partners, LLC | 0.35% | No change | 4,033 | $2.3M |
| Horizon Family Wealth, Inc. | 1.63% | Reduce -0.2% | 4,000 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +46.1% | 3,987 | $2.3M |
| Crescent Sterling, Ltd. | 2.15% | Add +1.9% | 3,971 | $2.3M |
| Soltis Investment Advisors LLC | 0.22% | Reduce -0.1% | 3,958 | $2.3M |
| Stone Summit Wealth LLC | 0.72% | Add +41.0% | 3,891 | $2.2M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -54.7% | 3,886 | $2.2M |
| Cambridge Advisors Inc. | 0.48% | Reduce -0.1% | 3,874 | $2.2M |
| Intelligent Financial Strategies | 1.21% | No change | 3,857 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.57% | No change | 3,853 | $2.2M |
| Private Trust Co. NA | 0.22% | Add +0.9% | 3,848 | $2.2M |
| Caprock Group, LLC | 0.08% | No change | 3,819 | $2.2M |
| International Assets Investment Management, LLC | 0.18% | Add +9.5% | 3,814 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.29% | Reduce -74.9% | 3,787 | $2.2M |
| Brevan Howard Capital Management LP | 0.11% | New | 3,778 | $2.2M |
| Wesbanco Bank Inc. | 0.07% | Reduce -2.6% | 3,774 | $2.1M |
| TD Private Client Wealth LLC | 0.06% | Reduce -1.4% | 3,771 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.82% | No change | 3,765 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Add +56.7% | 3,753 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +348.0% | 3,736 | $2.1M |
| NorthRock Partners, LLC | 0.07% | Reduce -0.9% | 3,734 | $2.1M |
| Old Second National Bank of Aurora | 0.51% | Reduce -0.2% | 3,728 | $2.1M |
| Arizona PSPRS Trust | 0.08% | New | 3,700 | $2.1M |
| Lindbrook Capital, LLC | 0.19% | Reduce -0.3% | 3,681 | $2.1M |
| Quantum Private Wealth, LLC | 0.70% | No change | 3,655 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -0.1% | 3,629 | $2.1M |
| Meridian Financial Advisors, LLC | 1.37% | Add +0.7% | 3,612 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -0.4% | 3,601 | $2.1M |
| 1834 Investment Advisors Co. | 0.24% | Reduce -0.1% | 3,581 | $2.0M |
| Scotia Capital Inc. | 0.01% | Add +6.0% | 3,568 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.48% | Reduce -7.4% | 3,556 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +1.4% | 3,539 | $2.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.51% | No change | 3,517 | $2.0M |
| Blue Fin Capital, Inc. | 0.38% | Add +10.7% | 3,509 | $2.0M |
| Embree Financial Group | 0.35% | Add +0.2% | 3,444 | $2.0M |
| Investment Advisory Group, LLC | 0.68% | Reduce -3.2% | 3,444 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Reduce -6.1% | 3,402 | $1.9M |
| GenTrust, LLC | 0.09% | Add +0.5% | 3,372 | $1.9M |
| Capital Planning Advisors, LLC | 0.29% | No change | 3,375 | $1.9M |
| Gridiron Partners, LLC | 1.16% | No change | 3,373 | $1.9M |
| Kelman-Lazarov, Inc. | 0.33% | Reduce -0.4% | 3,366 | $1.9M |
| Tiemann Investment Advisors, LLC | 0.82% | Reduce -1.2% | 3,332 | $1.9M |
| Tsfg, LLC | 0.41% | Reduce -5.7% | 3,298 | $1.9M |
| Farrow Financial, Inc. | 1.18% | Reduce -1.7% | 3,295 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +3.7% | 3,285 | $1.9M |
| Freestone Capital Holdings, LLC | 0.06% | Add +1.0% | 3,284 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.13% | Add +2.4% | 3,222 | $1.8M |
| Aspiriant, LLC | 0.07% | Reduce -0.3% | 3,221 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +11.3% | 3,209 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -0.4% | 3,204 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.12% | No change | 3,192 | $1.8M |
| Compass Wealth Management LLC | 0.43% | Reduce -3.9% | 3,190 | $1.8M |
| XML Financial, LLC | 0.17% | Add +10.4% | 3,157 | $1.8M |
| Mathes Company, Inc. | 0.64% | No change | 3,150 | $1.8M |
| Darrow Company, Inc. | 1.03% | Reduce -0.2% | 3,124 | $1.8M |
| Northwest Bancshares, Inc. | 0.30% | Reduce -8.7% | 3,123 | $1.8M |
| Harvest Investment Services, LLC | 0.57% | Reduce -38.3% | 3,114 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Add +1.0% | 3,095 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +19.2% | 3,082 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.56% | Add +5.8% | 3,071 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.14% | Add +0.1% | 3,068 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -53.3% | 3,027 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 3,004 | $1.7M |
| Bank of Nova Scotia | 0.00% | Reduce -7.0% | 2,981 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | No change | 2,958 | $1.7M |
| Sunflower Bank, N.A. | 0.46% | Reduce -1.1% | 2,940 | $1.7M |
| &partners | 0.03% | Add +154.2% | 2,883 | $1.6M |
| Providence First Trust Co | 0.68% | No change | 2,831 | $1.6M |
| Deutsche Bank AG | 0.00% | Reduce -6.1% | 2,829 | $1.6M |
| Hardy Reed LLC | 0.14% | No change | 2,775 | $1.6M |
| Advus Financial Partners, LLC | 0.45% | No change | 2,769 | $1.6M |
| Edge Financial Advisors LLC | 1.39% | Add +0.4% | 2,746 | $1.6M |
| Harbor Advisory Corp. | 0.51% | No change | 2,743 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -49.6% | 2,742 | $1.6M |
| SK Wealth Management, LLC | 0.79% | — | 2,704 | $1.5M |
| GEM Asset Management, LLC | 0.88% | No change | 2,724 | $1.5M |
| TCTC Holdings, LLC | 0.05% | Add +3.4% | 2,686 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +14.9% | 2,643 | $1.5M |
| Osborne Partners Capital Management, LLC | 0.09% | Reduce -0.0% | 2,638 | $1.5M |
| High Falls Advisors, Inc | 0.34% | No change | 2,638 | $1.5M |
| Disciplined Investments, LLC | 0.74% | Add +0.1% | 2,625 | $1.5M |
| Marble Harbor Investment Counsel, LLC | 0.16% | No change | 2,600 | $1.5M |
| Coyle Financial Counsel LLC | 0.51% | Reduce -4.0% | 2,757 | $1.5M |
| Fiducient Advisors LLC | 0.17% | Add +8.5% | 2,589 | $1.5M |
| Zions Bancorporation, N.A. | 0.11% | Add +17.6% | 2,589 | $1.5M |
| ORBA Wealth Advisors, L.L.C. | 0.74% | Reduce -3.0% | 2,578 | $1.5M |
| Centaurus Financial, Inc. | 0.09% | Reduce -24.3% | 2,560 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +5.4% | 2,550 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.11% | Add +0.1% | 2,544 | $1.4M |
| CIC Wealth, LLC | 0.37% | Add +3.9% | 2,530 | $1.4M |
| Manchester Capital Management LLC | 0.17% | Reduce -3.8% | 2,528 | $1.4M |
| Baker Avenue Asset Management, LP | 0.05% | No change | 2,528 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.19% | Add +96.1% | 2,526 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,521 | $1.4M |
| ARS Investment Partners, LLC | 0.13% | Add +10.1% | 2,504 | $1.4M |
| ARK & TLK Investments, LLC | 0.51% | No change | 2,500 | $1.4M |
| Olde Wealth Management, LLC | 0.51% | No change | 2,500 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Reduce -12.1% | 2,477 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -0.7% | 2,482 | $1.4M |
| Tudor Financial Inc. | 0.87% | — | 2,471 | $1.4M |
| Braun Stacey Associates Inc. | 0.05% | Add +18.9% | 2,456 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +74.2% | 2,451 | $1.4M |
| Middleton & Co. Inc. | 0.15% | Reduce -0.2% | 2,446 | $1.4M |
| SOA Wealth Advisors, LLC. | 0.27% | Add +0.1% | 2,441 | $1.4M |
| Emprise Bank | 0.80% | No change | 2,428 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +11.1% | 2,414 | $1.4M |
| Montecito Bank & Trust | 0.23% | Add +0.5% | 2,414 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +176.4% | 2,413 | $1.4M |
| GM Advisory Group, LLC | 0.08% | No change | 2,410 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | No change | 2,403 | $1.4M |
| Saxony Capital Management, LLC | 1.25% | Reduce -10.3% | 2,401 | $1.4M |
| Larson Financial Group LLC | 0.08% | Reduce -56.9% | 2,376 | $1.4M |
| Kennebec Savings Bank | 1.34% | — | 2,373 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +25.0% | 2,371 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | No change | 2,356 | $1.3M |
| CX Institutional | 0.06% | Reduce -6.2% | 2,339 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.57% | Reduce -35.9% | 2,335 | $1.3M |
| CreativeOne Wealth, LLC | 0.05% | Add +3.6% | 2,332 | $1.3M |
| Fidelis Capital Partners, LLC | 0.16% | No change | 2,328 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +1.0% | 2,319 | $1.3M |
| Two Sigma Securities, LLC | 0.10% | Add +50.0% | 2,303 | $1.3M |
| Aspen Investment Management Inc | 0.61% | Add +59.9% | 2,286 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 2,285 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 2,281 | $1.3M |
| TruWealth Advisors, LLC | 0.08% | Reduce -1.9% | 2,266 | $1.3M |
| Allred Capital Management, LLC | 0.51% | No change | 2,263 | $1.3M |
| LM Advisors LLC | 0.26% | Add +2.1% | 2,252 | $1.3M |
| Nwam LLC | 0.08% | New | 2,243 | $1.3M |
| Howe & Rusling Inc. | 0.11% | No change | 2,242 | $1.3M |
| Mgo One Seven LLC | 0.06% | Add +6.4% | 2,236 | $1.3M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 2,234 | $1.3M |
| Zhang Financial LLC | 0.08% | No change | 2,224 | $1.3M |
| Warner Financial, Inc. | 0.56% | Add +0.1% | 2,221 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.30% | Add +3.4% | 2,235 | $1.3M |
| Alpha Financial Partners LLC | 0.90% | New | 2,216 | $1.3M |
| Ehrlich Financial Group | 0.90% | New | 2,216 | $1.3M |
| Financial Partners Group, LLC | 0.47% | Add +1.9% | 2,208 | $1.3M |
| Royal Fund Management, LLC | 0.09% | New | 2,170 | $1.2M |
| 9258 Wealth Management, LLC | 0.18% | No change | 2,154 | $1.2M |
| Roberts Glore & Co. Inc. | 0.35% | Add +82.0% | 2,140 | $1.2M |
| Altfest L J & Co. Inc. | 0.16% | Add +5.4% | 2,137 | $1.2M |
| Frisch Financial Group, Inc. | 0.37% | Add +7.4% | 2,129 | $1.2M |
| Lyell Wealth Management, LP | 0.11% | Reduce -3.6% | 2,128 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.1% | 2,116 | $1.2M |
| American Capital Advisory, LLC | 0.70% | Add +4.7% | 2,113 | $1.2M |
| Summit Trail Advisors, LLC | 0.03% | Add +13.5% | 2,103 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 2,099 | $1.2M |
| Gryphon Financial Partners LLC | 0.17% | Reduce -0.2% | 2,099 | $1.2M |
| Taylor Financial Group, Inc. | 0.83% | No change | 2,099 | $1.2M |
| Belpointe Asset Management LLC | 0.07% | Reduce -65.8% | 2,098 | $1.2M |
| Milestone Asset Management, LLC | 0.27% | Add +157.1% | 2,098 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -18.3% | 2,092 | $1.2M |
| Bank of Hawaii | 0.05% | No change | 2,087 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.40% | Reduce -0.8% | 2,051 | $1.2M |
| SOL Capital Management CO | 0.13% | Add +2.7% | 2,068 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | New | 2,057 | $1.2M |
| Founders Financial Securities LLC | 0.11% | Reduce -20.1% | 2,055 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -21.3% | 2,052 | $1.2M |
| Pacific Financial Group Inc. | 0.86% | Reduce -5.3% | 2,051 | $1.2M |
| Bear Mountain Capital, Inc. | 0.46% | No change | 2,019 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +2.1% | 2,048 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | No change | 2,034 | $1.2M |
| Horizon Investments, LLC | 0.03% | Reduce -19.5% | 2,033 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | No change | 2,032 | $1.2M |
| Marion Wealth Management | 0.31% | Add +18.3% | 2,028 | $1.2M |
| SkyView Investment Advisors, LLC | 0.19% | New | 2,000 | $1.1M |
| White Pine Capital LLC | 0.39% | Add +1.4% | 1,990 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.26% | Reduce -0.8% | 1,990 | $1.1M |
| NCM Capital Management, LLC | 0.54% | No change | 1,988 | $1.1M |
| Bill Few Associates, Inc. | 0.40% | Add +0.3% | 1,988 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.07% | Reduce -1.2% | 1,960 | $1.1M |
| Glassman Wealth Services | 0.19% | No change | 1,955 | $1.1M |
| Forza Wealth Management, LLC | 0.51% | Reduce -0.5% | 1,950 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Add +0.3% | 1,948 | $1.1M |
| Gen-Wealth Partners Inc | 0.48% | Add +7.3% | 1,934 | $1.1M |
| Maltin Wealth Management, Inc. | 0.54% | Add +0.3% | 1,944 | $1.1M |
| AlphaStar Capital Management, LLC | 0.09% | Add +232.2% | 1,930 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +1.9% | 1,906 | $1.1M |
| Wolverine Trading, LLC | 0.03% | New | 1,906 | $1.1M |
| Tompkins Financial Corp. | 0.10% | No change | 1,904 | $1.1M |
| Sfm, LLC | 0.81% | Reduce -0.1% | 1,895 | $1.1M |
| Private Wealth Group, LLC | 0.54% | No change | 1,887 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -2.4% | 1,880 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +6.8% | 1,879 | $1.1M |
| Elevation Wealth Partners, LLC | 0.46% | Reduce -3.1% | 1,874 | $1.1M |
| FF Advisors,LLC | 0.69% | No change | 1,840 | $1.1M |
| Beacon Financial Advisory LLC | 0.36% | Add +0.3% | 1,848 | $1.1M |
| Sebold Capital Management, Inc. | 0.69% | Reduce -1.0% | 1,828 | $1.0M |
| Triumph Capital Management | 0.37% | Reduce -27.2% | 1,815 | $1.0M |
| Arthur M. Cohen & Associates, LLC | 0.19% | Add +0.1% | 1,824 | $1.0M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -4.6% | 1,814 | $1.0M |
| Brighton Jones LLC | 0.04% | Reduce -11.5% | 1,812 | $1.0M |
| Prosperity Planning, Inc. | 0.46% | Reduce -2.0% | 1,807 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -0.4% | 1,798 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Reduce -7.5% | 1,790 | $1.0M |
| Strategic Advisors LLC | 0.19% | Add +17.2% | 1,789 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -86.5% | 1,777 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +0.1% | 1,773 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Reduce -1.4% | 1,772 | $1.0M |
| Spectrum Wealth Counsel, LLC | 0.12% | No change | 1,767 | $1.0M |
| Choate Investment Advisors | 0.03% | Reduce -5.3% | 1,764 | $1.0M |
| Carolinas Wealth Consulting LLC | 0.18% | No change | 1,738 | $993K |
| Cadence Bank | 0.07% | Reduce -3.0% | 1,742 | $992K |
| LCNB Corp. | 0.35% | Reduce -2.8% | 1,740 | $991K |
| Lynch & Associates | 0.21% | No change | 1,740 | $991K |
| Fiera Capital Corp | 0.00% | Add +102.2% | 1,725 | $983K |
| Old North State Trust, LLC | 0.80% | Add +0.6% | 1,721 | $980K |
| Jennison Associates LLC | 0.00% | Add +40.1% | 1,713 | $976K |
| Sachetta, LLC | 0.38% | Reduce -5.4% | 1,701 | $969K |
| M. Kraus & Co | 0.28% | No change | 1,700 | $968K |
| Paragon Capital Management Ltd | 0.19% | Reduce -50.0% | 1,700 | $968K |
| Peterson Wealth Management | 0.62% | Reduce -16.9% | 1,691 | $963K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.2% | 1,685 | $960K |
| LaSalle St. Investment Advisors, LLC | 0.37% | Add +0.4% | 1,673 | $953K |
| Legacy Private Trust Co. | 0.06% | No change | 1,666 | $949K |
| Sawgrass Asset Management LLC | 0.10% | No change | 1,655 | $943K |
| Atria Investments, Inc | 0.01% | Reduce -68.2% | 1,654 | $942K |
| Quadrant Capital Group LLC | 0.07% | No change | 1,651 | $941K |
| Journey Advisory Group, LLC | 0.11% | No change | 1,756 | $940K |
| Adero Partners, LLC | 0.06% | Reduce -5.3% | 1,642 | $935K |
| Nemes Rush Group LLC | 0.14% | Reduce -0.3% | 1,677 | $933K |
| Rockland Trust Co. | 0.05% | Reduce -1.2% | 1,628 | $927K |
| Gator Capital Management, LLC | 0.41% | No change | 1,616 | $921K |
| Accredited Investors Inc. | 0.05% | No change | 1,608 | $916K |
| Orgel Wealth Management, LLC | 0.02% | Add +26.7% | 1,606 | $915K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 1,604 | $914K |
| Howland Capital Management LLC | 0.04% | No change | 1,597 | $912K |
| Blackston Financial Advisory Group, LLC | 0.47% | New | 1,595 | $909K |
| Halpern Financial, Inc. | 0.23% | Add +0.8% | 1,605 | $907K |
| Long Road Investment Counsel, LLC | 0.36% | Add +2.3% | 1,590 | $906K |
| Money Concepts Capital Corp. | 0.07% | Reduce -67.4% | 1,587 | $904K |
| Tritonpoint Wealth, LLC | 0.08% | Add +2.9% | 1,575 | $899K |
| Acorn Wealth Advisors, LLC | 0.38% | Reduce -8.0% | 1,572 | $896K |
| TrinityPoint Wealth, LLC | 0.13% | Add +4.5% | 1,569 | $894K |
| RTD Financial Advisors, Inc. | 0.11% | No change | 1,560 | $889K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +1.2% | 1,555 | $886K |
| VeraBank, N.A. | 0.26% | No change | 1,545 | $880K |
| Berger Financial Group, Inc | 0.06% | Add +38.5% | 1,544 | $879K |
| Up Strategic Wealth Investment Advisors LLC | 0.98% | No change | 1,537 | $876K |
| Cascade Financial Partners, LLC | 0.11% | Reduce -1.9% | 1,525 | $875K |
| American Money Management, LLC | 0.17% | No change | 1,534 | $874K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -35.2% | 1,529 | $871K |
| Vista Investment Management | 0.32% | No change | 1,512 | $861K |
| Retirement Capital Strategies | 0.33% | No change | 1,502 | $856K |
| Carrera Capital Advisors | 0.21% | Reduce -2.4% | 1,488 | $850K |
| Bell Bank | 0.10% | No change | 1,485 | $846K |
| General Partner, Inc. | 0.53% | No change | 1,484 | $845K |
| Procyon Advisors, LLC | 0.06% | No change | 1,470 | $837K |
| Farther Finance Advisors, LLC | 0.03% | Add +42.1% | 1,469 | $837K |
| Peak Planning Group, LLC | 0.37% | Reduce -28.0% | 1,467 | $836K |
| MontVue Capital Management, Inc. | 0.64% | Reduce -7.3% | 1,463 | $833K |
| Midland Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 1,458 | $831K |
| Omega Financial Group, LLC | 0.31% | Reduce -4.3% | 1,456 | $829K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.4% | 1,453 | $828K |
| Petix & Botte Co | 0.22% | No change | 1,450 | $826K |
| Florida Trust Wealth Management Co | 0.03% | Add +31.6% | 1,447 | $824K |
| BigSur Wealth Management LLC | 0.23% | No change | 1,440 | $823K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 1,442 | $821K |
| Tennessee Valley Asset Management Partners | 0.14% | Reduce -1.8% | 1,438 | $819K |
| Bremer Bank National Association | 0.15% | Reduce -39.0% | 1,437 | $819K |
| CCG Wealth Management, LLC | 0.46% | No change | 1,437 | $819K |
| Clarius Group, LLC | 0.06% | Add +161.2% | 1,426 | $812K |
| STAR Financial Bank | 0.54% | Reduce -6.3% | 1,419 | $808K |
| Pettinga Financial Advisors LLC | 0.19% | Reduce -3.5% | 1,401 | $798K |
| Lam Group, Inc. | 0.56% | No change | 1,400 | $798K |
| Ground Swell Capital, LLC | 1.13% | New | 1,392 | $793K |
| Quadrant Private Wealth Management, LLC | 0.20% | Add +0.1% | 1,388 | $793K |
| Leisure Capital Management | 0.34% | Reduce -0.2% | 1,390 | $792K |
| Blue Barn Wealth, LLC | 0.41% | Add +0.1% | 1,387 | $790K |
| Turtle Creek Wealth Advisors, LLC | 0.16% | No change | 1,386 | $790K |
| Viawealth, LLC | 0.46% | Reduce -3.6% | 1,380 | $786K |
| Fca Corp. | 0.24% | No change | 1,380 | $786K |
| Andrews, Lucia Wealth Management LLC | 0.56% | No change | 1,469 | $786K |
| HM Payson & Co. | 0.01% | Reduce -11.3% | 1,373 | $782K |
| M3 Advisory Group, LLC | 0.57% | Add +6.1% | 1,371 | $781K |
| McGuire Investment Group, LLC | 0.11% | Reduce -1.3% | 1,371 | $781K |
| L.M. Kohn & Company | 0.20% | Reduce -51.1% | 1,370 | $780K |
| Holistic Financial Partners | 0.37% | Reduce -2.4% | 1,368 | $779K |
| Round Rock Advisors LLC | 0.18% | No change | 1,362 | $776K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 1,358 | $774K |
| 3EDGE Asset Management, LP | 0.05% | Add +35.0% | 1,346 | $767K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -9.8% | 1,341 | $764K |
| Seeds Investor LLC | 0.28% | Add +51.5% | 1,335 | $761K |
| Venture Visionary Partners LLC | 0.03% | No change | 1,333 | $759K |
| Townsquare Capital LLC | 0.01% | Reduce -88.2% | 1,333 | $759K |
| Fiduciary Alliance LLC | 0.10% | Add +45.4% | 1,329 | $757K |
| Red Door Wealth Management, LLC | 0.13% | Add +23.3% | 1,328 | $757K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.3% | 1,323 | $754K |
| Samalin Investment Counsel, LLC | 0.32% | Add +14.0% | 1,308 | $745K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 1,307 | $744K |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.2% | 1,306 | $744K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +39.2% | 1,279 | $741K |
| River Wealth Advisors LLC | 0.10% | Add +1.0% | 1,295 | $738K |
| Kanawha Capital Management LLC | 0.05% | Add +4.0% | 1,292 | $736K |
| Truepoint, Inc. | 0.02% | Reduce -11.2% | 1,291 | $735K |
| Hyperion Partners, LLC | 0.47% | Add +0.3% | 1,290 | $735K |
| One Capital Management, LLC | 0.02% | Add +0.6% | 1,287 | $733K |
| Seelaus Asset Management LLC | 0.68% | No change | 1,279 | $729K |
| Trexquant Investment LP | 0.01% | Reduce -47.7% | 1,278 | $728K |
| Grey Ledge Advisors, LLC | 0.19% | No change | 1,275 | $726K |
| Sanders Morris Harris LLC | 0.12% | No change | 1,275 | $726K |
| Simplicity Wealth,LLC | 0.07% | Reduce -46.8% | 1,270 | $723K |
| Park National Corp. | 0.03% | No change | 1,270 | $723K |
| L & S Advisors Inc | 0.08% | Add +6.1% | 1,269 | $723K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 1,268 | $722K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -2.5% | 1,263 | $719K |
| Stephens Inc. | 0.01% | Add +22.9% | 1,262 | $719K |
| Ellerson Group Inc. | 0.56% | Reduce -3.8% | 1,262 | $719K |
| SpiderRock Advisors, LLC | 0.02% | Reduce -1.8% | 1,257 | $716K |
| Avalon Trust Co | 0.05% | No change | 1,254 | $714K |
| Single Point Partners, LLC | 1.13% | No change | 1,248 | $711K |
| Nicollet Investment Management, Inc. | 0.25% | No change | 1,245 | $709K |
| German American Bancorp, Inc. | 0.07% | Add +8.8% | 1,242 | $708K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.9% | 1,234 | $703K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -22.9% | 1,234 | $703K |
| McIlrath & Eck, LLC | 0.09% | Reduce -0.2% | 1,234 | $703K |
| Urban Financial Advisory Corp | 0.39% | Add +0.3% | 1,229 | $700K |
| Harmony Asset Management LLC | 0.26% | Reduce -7.5% | 1,229 | $700K |
| Kaydan Wealth Management, Inc. | 0.21% | No change | 1,229 | $700K |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.2% | 1,223 | $697K |
| Smithfield Trust Co | 0.03% | No change | 1,219 | $695K |
| Simon Quick Advisors, LLC | 0.04% | No change | 1,219 | $695K |
| Cibc World Market Inc. | 0.00% | Reduce -8.8% | 1,218 | $694K |
| CGN Advisors LLC | 0.07% | No change | 1,205 | $686K |
| Hohimer Wealth Management, LLC | 0.15% | Add +1.5% | 1,201 | $684K |
| Paloma Partners Management Co | 0.05% | New | 1,200 | $684K |
| Trust Co. of Vermont | 0.03% | No change | 1,200 | $684K |
| Nicolet Bankshares Inc. | 0.14% | Reduce -0.3% | 1,199 | $683K |
| Corsair Capital Management, L.P. | 0.16% | Add +123.5% | 1,196 | $681K |
| WBH Advisory Inc. | 0.06% | Add +41.2% | 1,193 | $680K |
| CW Advisors, LLC | 0.01% | Reduce -5.7% | 1,191 | $679K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 1,191 | $678K |
| Sage Mountain Advisors LLC | 0.06% | New | 1,190 | $678K |
| Man Group plc | 0.00% | New | 1,186 | $676K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 1,184 | $675K |
| Western Wealth Management, LLC | 0.04% | Add +2.2% | 1,177 | $670K |
| Berkeley, Inc | 0.19% | Add +100.0% | 1,172 | $668K |
| Encompass Wealth Advisors, LLC | 0.17% | No change | 1,160 | $661K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.3% | 1,158 | $660K |
| Evoke Wealth, LLC | 0.02% | New | 1,152 | $658K |
| Pacific Sun Financial Corp | 0.36% | Add +0.9% | 1,150 | $655K |
| Obermeyer Wealth Partners | 0.04% | No change | 1,146 | $653K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $649K |
| Miramar Capital, LLC | 0.15% | Add +6.1% | 1,135 | $647K |
| New Hampshire Trust | 0.14% | No change | 1,134 | $646K |
| Apella Capital, LLC | 0.03% | Add +0.2% | 1,134 | $641K |
| BSW Wealth Partners | 0.10% | Add +14.2% | 1,118 | $637K |
| Fagan Associates, Inc. | 0.11% | No change | 1,116 | $636K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.8% | 1,116 | $636K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +6.7% | 1,110 | $632K |
| D.A. Davidson & Co. | 0.01% | Add +7.5% | 1,108 | $632K |
| WorthPointe, LLC | 0.26% | Reduce -4.6% | 1,105 | $629K |
| Synergy Asset Management, LLC | 0.10% | New | 1,102 | $628K |
| Legacy Trust | 0.14% | No change | 1,096 | $624K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -34.0% | 1,096 | $624K |
| WealthShield Partners, LLC | 0.08% | Add +14.8% | 1,091 | $623K |
| Parkside Financial Bank & Trust | 0.09% | Reduce -3.2% | 1,089 | $620K |
| First National Trust Co | 0.02% | Add +6.5% | 1,089 | $620K |
| Flynn Zito Capital Management, LLC | 0.30% | Reduce -0.8% | 1,087 | $619K |
| Broadview Financial Management, LLC | 0.42% | Reduce -1.5% | 1,083 | $617K |
| HCR Wealth Advisors | 0.08% | Add +0.1% | 1,079 | $615K |
| Evernest Financial Advisors, LLC | 0.16% | New | 1,071 | $610K |
| Saxon Interests, Inc. | 0.28% | Add +0.2% | 1,064 | $606K |
| Progressive Investment Management Corp | 0.15% | No change | 1,057 | $602K |
| Regal Investment Advisors LLC | 0.04% | New | 1,057 | $602K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +2.7% | 1,052 | $599K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -5.3% | 1,049 | $598K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 1,047 | $596K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.1% | 1,040 | $592K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $592K |
| FCG Investment Co | 0.38% | Add +11.0% | 1,027 | $585K |
| United Bank | 0.07% | Reduce -46.8% | 1,025 | $584K |
| Baxter Bros Inc. | 0.08% | No change | 1,023 | $583K |
| LRI Investments, LLC | 0.06% | Add +322.0% | 979 | $580K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.2% | 1,011 | $576K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $574K |
| NewEdge Wealth, LLC | 0.01% | Add +19.4% | 1,002 | $571K |
| DT Investment Partners, LLC | 0.05% | No change | 1,002 | $571K |
| Ghe, LLC | 0.21% | No change | 1,000 | $570K |
| Wealth Advisory Solutions, LLC | 0.16% | Reduce -1.4% | 1,000 | $570K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,000 | $570K |
| Silvia McColl Wealth Management, LLC | 0.42% | No change | 994 | $566K |
| Vishria Bird Financial Group, LLC | 0.21% | Reduce -0.1% | 991 | $565K |
| Tanager Wealth Management LLP | 0.08% | No change | 988 | $564K |
| Parcion Private Wealth LLC | 0.05% | Reduce -0.7% | 989 | $563K |
| Certified Advisory Corp | 0.06% | Reduce -0.3% | 988 | $563K |
| IHT Wealth Management, LLC | 0.02% | Add +63.5% | 989 | $562K |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.2% | 985 | $561K |
| FWG Holdings, LLC | 0.28% | No change | 977 | $560K |
| Appleton Partners Inc. | 0.04% | No change | 982 | $559K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 917 | $557K |
| Leo Wealth, LLC | 0.05% | Add +22.8% | 974 | $555K |
| JNBA Financial Advisors | 0.06% | Reduce -3.4% | 970 | $553K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -96.2% | 969 | $552K |
| Plancorp, LLC | 0.02% | No change | 969 | $552K |
| Maren Capital LLC | 0.05% | No change | 964 | $549K |
| First Western Trust Bank | 0.02% | Reduce -34.2% | 949 | $541K |
| Great Lakes Advisors, LLC | 0.00% | Add +0.3% | 943 | $537K |
| Canal Capital Management, LLC | 0.09% | No change | 938 | $534K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.3% | 932 | $531K |
| Arrowroot Family Office, LLC | 0.31% | Reduce -0.5% | 930 | $530K |
| Hill Investment Group Partners, LLC | 0.07% | No change | 1,000 | $530K |
| Bragg Financial Advisors, Inc | 0.02% | Add +0.3% | 925 | $527K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -2.6% | 925 | $527K |
| TFG Advisers LLC | 0.19% | Add +6.6% | 921 | $524K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $524K |
| First Business Financial Services, Inc. | 0.05% | No change | 917 | $522K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $521K |
| Mirador Capital Partners LP | 0.09% | Reduce -3.3% | 909 | $518K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -40.2% | 909 | $518K |
| First City Capital Management, Inc. | 0.27% | No change | 907 | $517K |
| Glenview Trust Co | 0.01% | Reduce -2.0% | 906 | $516K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 905 | $516K |
| First PREMIER Bank | 0.13% | New | 902 | $514K |
| Prudential Financial Inc. | 0.00% | Reduce -20.0% | 902 | $514K |
| Vertex Planning Partners, LLC | 0.12% | No change | 900 | $513K |
| Neumann Capital Management, LLC | 0.17% | No change | 900 | $513K |
| Stablepoint Partners, LLC | 0.09% | Reduce -0.3% | 899 | $512K |
| Brookstone Capital Management | 0.01% | Add +29.8% | 892 | $508K |
| Creekside Partners | 0.26% | Add +0.2% | 888 | $506K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 884 | $504K |
| Pitcairn Co. | 0.03% | No change | 878 | $500K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $498K |
| Bogart Wealth, LLC | 0.02% | No change | 873 | $497K |
| Rovin Capital /Ut/ | 0.18% | No change | 873 | $497K |
| Verdence Capital Advisors LLC | 0.04% | No change | 871 | $496K |
| Montis Financial, LLC | 0.18% | New | 871 | $496K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +8.9% | 865 | $493K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 863 | $492K |
| Apollon Financial, LLC | 0.14% | New | 861 | $490K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 857 | $488K |
| Denver Wealth Management, Inc. | 0.23% | Reduce -0.1% | 856 | $488K |
| Rockline Wealth Management, LLC | 0.14% | Reduce -6.9% | 855 | $487K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 851 | $485K |
| Investment Research & Advisory Group, Inc. | 0.20% | No change | 847 | $483K |
| Optimum Investment Advisors | 0.21% | No change | 845 | $481K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +8.9% | 842 | $481K |
| Platform Technology Partners | 0.15% | Add +1.8% | 840 | $479K |
| Eagle Strategies LLC | 0.09% | No change | 839 | $478K |
| Capstone Investment Advisors, LLC | 0.02% | New | 839 | $478K |
| Monograph Wealth Advisors, LLC | 0.06% | New | 835 | $477K |
| Harbour Investment Management LLC | 0.21% | No change | 833 | $476K |
| Mairs & Power Inc. | 0.00% | Reduce -15.2% | 835 | $476K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.3% | 840 | $475K |
| Scarborough Advisors, LLC | 0.08% | Reduce -92.9% | 831 | $473K |
| Fulton Breakefield Broenniman LLC | 0.03% | Reduce -2.4% | 830 | $473K |
| Eagle Global Advisors LLC | 0.02% | Reduce -5.1% | 825 | $470K |
| McCarthy & Cox | 0.18% | Add +8.3% | 821 | $468K |
| Seascape Capital Management | 0.17% | No change | 818 | $466K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 818 | $466K |
| Greystone Financial Group, LLC | 0.08% | Reduce -41.9% | 816 | $465K |
| Compound Planning, Inc. | 0.03% | Add +14.2% | 814 | $463K |
| StoneX Group Inc. | 0.03% | Add +9.5% | 810 | $463K |
| Sigma Investment Counselors Inc. | 0.03% | Reduce -3.6% | 804 | $458K |
| Rehmann Capital Advisory Group | 0.03% | Add +21.1% | 803 | $458K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -2.7% | 803 | $457K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -81.2% | 800 | $456K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $456K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $456K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Add +3.1% | 796 | $455K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 799 | $455K |
| REDW Wealth LLC | 0.12% | Add +0.3% | 798 | $455K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 798 | $455K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $455K |
| Titleist Asset Management, LLC | 0.07% | Add +1.7% | 797 | $454K |
| Orleans Capital Management Corp. | 0.26% | No change | 791 | $451K |
| River Street Advisors LLC | 0.25% | No change | 787 | $448K |
| Brightwater Advisory LLC | 0.33% | No change | 785 | $447K |
| Ancora Advisors LLC | 0.01% | No change | 783 | $446K |
| D. Scott Neal, Inc. | 0.24% | No change | 780 | $446K |
| Missouri Trust & Investment Co | 0.16% | No change | 781 | $445K |
| Summit Place Financial Advisors, LLC | 0.25% | No change | 780 | $444K |
| Ardent Capital Management, Inc. | 0.20% | No change | 780 | $444K |
| Ayrshire Capital Management LLC | 0.21% | Reduce -1.9% | 765 | $436K |
| Wealth Architects, LLC | 0.05% | Reduce -30.6% | 765 | $436K |
| Objectivity Squared, LLC | 0.30% | Add +0.4% | 769 | $435K |
| Optivise Advisory Services LLC | 0.23% | Add +1.9% | 762 | $434K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -4.4% | 762 | $434K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -3.6% | 753 | $432K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 756 | $430K |
| Colonial Trust Co / SC | 0.07% | No change | 748 | $426K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.3% | 746 | $426K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $426K |
| Summit Asset Management, LLC | 0.05% | Add +36.5% | 748 | $426K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 747 | $426K |
| Howard Capital Management Group, LLC | 0.03% | No change | 745 | $424K |
| Pioneer Trust Bank N A | 0.11% | No change | 743 | $423K |
| Apeiron RIA LLC | 0.12% | Add +27.9% | 733 | $418K |
| John W. Brooker & Co., CPAs | 0.19% | Add +0.1% | 733 | $417K |
| Watershed Private Wealth LLC | 0.17% | Reduce -36.1% | 732 | $417K |
| Napa Wealth Management | 0.20% | Reduce -0.4% | 727 | $414K |
| US Financial Advisors, LLC | 0.13% | No change | 725 | $413K |
| Trail Ridge Investment Advisors, LLC | 0.20% | Reduce -0.6% | 719 | $410K |
| Catalyst Financial Partners LLC | 0.08% | Add +68.9% | 716 | $408K |
| JDM Financial Group LLC | 0.22% | Add +3.6% | 714 | $407K |
| Elios Financial Group Inc. | 0.19% | — | 710 | $404K |
| Beach Investment Counsel Inc. | 0.05% | Reduce -7.8% | 710 | $404K |
| Retirement Planning Co of New England, Inc. | 0.20% | No change | 707 | $403K |
| S.A. Mason LLC | 0.21% | No change | 706 | $402K |
| Brand Asset Management Group, Inc. | 0.16% | No change | 705 | $402K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 700 | $400K |
| Black Diamond Financial, LLC | 0.07% | Reduce -86.7% | 702 | $400K |
| Aberdeen Wealth Management LLC | 0.26% | No change | 701 | $399K |
| North Star Asset Management Inc. | 0.02% | No change | 700 | $399K |
| Norden Group LLC | 0.05% | Reduce -93.5% | 699 | $398K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 703 | $397K |
| Carret Asset Management, LLC | 0.04% | No change | 695 | $396K |
| Sunpointe, LLC | 0.32% | No change | 691 | $395K |
| Certuity, LLC | 0.04% | Reduce -97.8% | 690 | $393K |
| Tyler-Stone Wealth Management | 0.07% | Add +100.0% | 688 | $392K |
| Seven Mile Advisory | 0.26% | New | 687 | $391K |
| Bar Harbor Wealth Management | 0.03% | No change | 685 | $390K |
| WP Advisors, LLC | 0.14% | Reduce -16.8% | 676 | $385K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -12.8% | 676 | $385K |
| Ledyard National Bank | 0.04% | Reduce -4.7% | 676 | $385K |
| Blue Trust, Inc. | 0.01% | Reduce -1.1% | 719 | $385K |
| Guyasuta Investment Advisors Inc. | 0.02% | New | 675 | $385K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 675 | $385K |
| Orion Capital Management LLC | 0.19% | No change | 674 | $384K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 668 | $381K |
| Wealth Alliance, LLC | 0.05% | Reduce -14.0% | 665 | $379K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -24.7% | 661 | $377K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 661 | $377K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 657 | $374K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 656 | $374K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $373K |
| PFG Investments, LLC | 0.02% | Add +2.4% | 654 | $373K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $373K |
| Forum Financial Management, LP | 0.01% | Add +12.1% | 650 | $370K |
| Ruggaard & Associates LLC | 0.16% | No change | 650 | $370K |
| Monterey Private Wealth, Inc. | 0.13% | No change | 649 | $370K |
| Dohj, LLC | 0.09% | Reduce -94.1% | 650 | $368K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $367K |
| Guidance Point Advisors, LLC | 0.11% | No change | 643 | $367K |
| Rise Advisors, LLC | 0.17% | Add +1.8% | 639 | $364K |
| Mission Wealth Management, LP | 0.01% | No change | 638 | $363K |
| Sax Wealth Advisors, LLC | 0.03% | Add +21.9% | 635 | $362K |
| Anchor Capital Advisors LLC | 0.01% | No change | 635 | $362K |
| Edgestream Partners, L.P. | 0.02% | New | 633 | $361K |
| CM Wealth Advisors LLC | 0.12% | No change | 629 | $359K |
| CRA Financial Services, LLC | 0.07% | No change | 624 | $355K |
| Riggs Asset Managment Co. Inc. | 0.10% | No change | 623 | $355K |
| Signaturefd, LLC | 0.01% | Add +884.1% | 620 | $353K |
| SPC Financial, Inc. | 0.03% | Add +3.2% | 619 | $353K |
| Cortland Associates Inc. | 0.04% | No change | 615 | $350K |
| Sapient Capital LLC | 0.01% | No change | 612 | $350K |
| Zacks Investment Management | 0.00% | Reduce -54.8% | 610 | $348K |
| CoreCap Advisors, LLC | 0.02% | Reduce -84.9% | 609 | $347K |
| Flagship Private Wealth, LLC | 0.18% | Reduce -3.3% | 608 | $347K |
| Shaker Investments LLC | 0.14% | Add +0.3% | 605 | $345K |
| Walleye Capital LLC | 0.00% | New | 605 | $345K |
| Rappaport Reiches Capital Management, LLC | 0.09% | New | 604 | $344K |
| Camden National Bank | 0.05% | Add +44.3% | 603 | $344K |
| United Community Bank | 0.13% | Reduce -1.8% | 601 | $342K |
| TriaGen Wealth Management LLC | 0.11% | No change | 600 | $342K |
| SYM FINANCIAL Corp | 0.05% | No change | 600 | $342K |
| Benjamin Edwards Inc. | 0.01% | New | 600 | $342K |
| Pure Financial Advisors, LLC | 0.01% | Add +11.3% | 593 | $338K |
| Novare Capital Management LLC | 0.03% | No change | 591 | $337K |
| Well Done, LLC | 0.06% | No change | 590 | $336K |
| Visionary Wealth Advisors | 0.02% | No change | 589 | $336K |
| Thompson Davis & Co., Inc. | 0.25% | Reduce -5.8% | 586 | $334K |
| HUB Investment Partners, LLC | 0.01% | Add +15.8% | 579 | $330K |
| Bluespring Wealth Management, LLC | 0.03% | Add +11.0% | 575 | $329K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 576 | $328K |
| Heritage Investment Group, Inc. | 0.06% | No change | 575 | $328K |
| Trust Point Inc. | 0.02% | Reduce -0.5% | 573 | $326K |
| Dividend Assets Capital, LLC | 0.06% | No change | 571 | $325K |
| Paragon Capital Management LLC | 0.17% | No change | 570 | $325K |
| Principal Securities, Inc. | 0.01% | Reduce -6.9% | 570 | $325K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.9% | 569 | $324K |
| Investment Partners, LTD. | 0.13% | No change | 568 | $324K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.9% | 565 | $323K |
| QRG Capital Management, Inc. | 0.00% | Reduce -12.1% | 566 | $322K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.9% | 565 | $322K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 564 | $321K |
| NWF Advisory Services Inc. | 0.05% | No change | 562 | $320K |
| Cassady Schiller Wealth Management, LLC | 0.12% | No change | 561 | $320K |
| Avity Investment Management Inc. | 0.02% | No change | 560 | $319K |
| High Net Worth Advisory Group LLC | 0.09% | Reduce -0.5% | 559 | $318K |
| Greenup Street Wealth Management LLC | 0.07% | Reduce -90.7% | 557 | $317K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 555 | $316K |
| Clarus Wealth Advisors | 0.16% | Reduce -1.1% | 559 | $316K |
| Waypoint Capital Advisors, LLC | 0.07% | No change | 553 | $315K |
| AQR Capital Management | 0.00% | New | 550 | $314K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $313K |
| HTLF Bank | 0.03% | No change | 546 | $311K |
| Resources Management Corp. /CT/ | 0.04% | No change | 546 | $311K |
| Argent Financial Group, Inc. | 0.04% | — | 544 | $310K |
| First Foundation Advisors | 0.01% | No change | 544 | $310K |
| TD Asset Management Inc | 0.00% | No change | 542 | $308K |
| Grant/GrossMendelsohn, LLC | 0.13% | No change | 541 | $308K |
| Arcadia Investment Management Corp. | 0.05% | Reduce -22.0% | 540 | $308K |
| Per Stirling Capital Management, LLC. | 0.04% | No change | 539 | $307K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | New | 535 | $305K |
| Etfidea, LLC | 0.10% | Reduce -7.0% | 535 | $305K |
| Evergreen Capital Management LLC | 0.01% | Add +0.2% | 533 | $304K |
| Davies Financial Advisors, Inc. | 0.26% | Reduce -67.1% | 532 | $303K |
| American National Bank & Trust | 0.04% | Reduce -2.8% | 529 | $301K |
| Heritage Wealth Partners, LLC | 0.35% | No change | 526 | $300K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.07% | No change | 526 | $300K |
| Empower Advisory Group, LLC | 0.00% | Add +15.9% | 526 | $299K |
| Asset Planning Corporation | 0.20% | Add +0.2% | 525 | $299K |
| Mendel Money Management | 0.13% | No change | 523 | $298K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 523 | $298K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $297K |
| Aprio Wealth Management, LLC | 0.05% | No change | 521 | $297K |
| Wedmont Private Capital | 0.02% | No change | 524 | $296K |
| Granite Harbor Advisors, Inc. | 0.18% | No change | 520 | $296K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 520 | $296K |
| JSF Financial, LLC | 0.09% | Add +0.2% | 517 | $294K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Reduce -4.3% | 516 | $294K |
| Libra Wealth LLC | 0.12% | No change | 515 | $293K |
| Northeast Financial Consultants Inc | 0.01% | No change | 513 | $292K |
| Fermata Advisors, LLC | 0.06% | New | 510 | $291K |
| AA Financial Advisors, LLC | 0.08% | No change | 508 | $289K |
| Kwmg, LLC | 0.03% | No change | 508 | $289K |
| Creative Financial Designs Inc. | 0.02% | Add +1.6% | 505 | $288K |
| Aerodigm Wealth, LLC | 0.18% | No change | 503 | $287K |
| Index Fund Advisors, Inc. | 0.02% | New | 503 | $287K |
| Apexium Financial, LP | 0.02% | No change | 501 | $285K |
| Windsor Capital Management, LLC | 0.08% | No change | 501 | $285K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.20% | Reduce -92.5% | 500 | $285K |
| PAX Financial Group, LLC | 0.05% | No change | 500 | $285K |
| MBL Wealth, LLC | 0.03% | No change | 500 | $285K |
| Fusion Family Wealth, LLC | 0.03% | No change | 500 | $285K |
| Marcum Wealth, LLC | 0.03% | Add +0.4% | 499 | $284K |
| Cadinha & Co. LLC | 0.05% | No change | 496 | $283K |
| MRA Advisory Group | 0.15% | No change | 494 | $281K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 493 | $281K |
| Wambolt & Associates, LLC | 0.08% | Add +24.0% | 496 | $280K |
| Maryland Capital Advisors Inc. | 0.14% | Reduce -0.8% | 491 | $280K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -97.5% | 490 | $279K |
| Burney Co./ | 0.01% | No change | 490 | $279K |
| Bfsg, LLC | 0.03% | Reduce -3.0% | 485 | $276K |
| Cypress Wealth Services, LLC | 0.06% | No change | 485 | $276K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Add +21.9% | 484 | $276K |
| Congress Asset Management Co. | 0.00% | Reduce -9.2% | 484 | $276K |
| Allegheny Financial Group | 0.07% | Reduce -11.4% | 483 | $275K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 483 | $275K |
| Signet Financial Management, LLC | 0.03% | No change | 480 | $274K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 478 | $272K |
| Avior Wealth Management, LLC | 0.01% | No change | 477 | $272K |
| Lantern Wealth Advisors, LLC | 0.19% | Add +0.2% | 477 | $272K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $271K |
| Citizens Business Bank | 0.05% | New | 475 | $271K |
| PDS Planning, Inc | 0.02% | Reduce -2.3% | 474 | $270K |
| Financial Council, LLC | 0.14% | New | 473 | $269K |
| CapWealth Advisors, LLC | 0.03% | Reduce -15.6% | 471 | $268K |
| Lesa Sroufe & Co | 0.25% | No change | 470 | $268K |
| Capital Advisors Inc. | 0.01% | No change | 470 | $268K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -1.9% | 469 | $267K |
| Tradition Wealth Management, LLC | 0.02% | No change | 466 | $266K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.9% | 466 | $265K |
| WealthTrust Axiom LLC | 0.08% | No change | 465 | $265K |
| Bensler, LLC | 0.03% | No change | 465 | $265K |
| Isthmus Partners, LLC | 0.03% | No change | 465 | $265K |
| First Pacific Financial | 0.06% | Add +0.4% | 465 | $265K |
| Root Financial Partners, LLC | 0.04% | Add +12.3% | 464 | $264K |
| Essex Bank | 0.07% | No change | 464 | $264K |
| Empirical Asset Management, LLC | 0.09% | Add +15.7% | 464 | $264K |
| Lewis Asset Management, LLC | 0.19% | Reduce -12.1% | 463 | $264K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $262K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 460 | $262K |
| Concentric Wealth Management, LLC | 0.06% | No change | 460 | $262K |
| Pachira Investments Inc. | 0.20% | Reduce -9.3% | 456 | $260K |
| Inscription Capital, LLC | 0.04% | Add +0.2% | 453 | $258K |
| Stokes Family Office, LLC | 0.03% | New | 452 | $257K |
| Shufro Rose & Co. LLC | 0.02% | No change | 481 | $257K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $256K |
| Gateway Wealth Partners, LLC | 0.07% | No change | 450 | $256K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -97.6% | 502 | $256K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $255K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 448 | $255K |
| Excalibur Management Corp. | 0.10% | No change | 447 | $255K |
| Cynosure Group, LLC | 0.04% | Add +9.3% | 446 | $254K |
| Inspirion Wealth Advisors, LLC | 0.04% | Add +6.0% | 445 | $253K |
| Patten & Patten Inc. | 0.02% | Reduce -2.2% | 445 | $253K |
| Aquire Wealth Advisors, LLC | 0.08% | No change | 444 | $253K |
| Retirement Planning Group, LLC | 0.01% | No change | 444 | $253K |
| Westside Investment Management, Inc. | 0.05% | No change | 450 | $253K |
| Oder Investment Management, LLC | 0.22% | No change | 443 | $252K |
| Lwmg, LLC | 0.05% | No change | 441 | $251K |
| SouthState Bank Corp | 0.02% | No change | 440 | $251K |
| FSM Wealth Advisors, LLC | 0.07% | Reduce -16.4% | 439 | $250K |
| Park Avenue Securities LLC | 0.00% | New | 437 | $249K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 437 | $249K |
| Naviter Wealth, LLC | 0.03% | No change | 433 | $247K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -92.5% | 433 | $247K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $245K |
| Hall Kathryn A. | 0.05% | No change | 430 | $245K |
| Founders Financial Alliance, LLC | 0.07% | No change | 427 | $243K |
| Betterment LLC | 0.00% | New | 427 | $243K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 426 | $243K |
| Madden Advisory Services, Inc. | 0.11% | Reduce -0.2% | 425 | $242K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $242K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -15.4% | 423 | $241K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -99.8% | 423 | $241K |
| Capital Asset Advisory Services LLC | 0.01% | New | 426 | $241K |
| Brown Miller Wealth Management, LLC | 0.09% | No change | 422 | $240K |
| Napatree Capital LLC | 0.17% | No change | 420 | $239K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $238K |
| Mystic Asset Management, Inc. | 0.09% | Add +2.0% | 417 | $238K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 415 | $236K |
| Heritage Wealth Management, Inc. | 0.08% | Reduce -4.6% | 414 | $236K |
| Kickstand Ventures, Llc. | 0.06% | New | 411 | $234K |
| Trust Co | 0.03% | No change | 411 | $234K |
| Sheets Smith Wealth Management | 0.03% | No change | 405 | $231K |
| Maxwell Wealth Strategies Inc. | 0.10% | No change | 400 | $231K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $230K |
| Trivant Custom Portfolio Group, LLC | 0.13% | Reduce -8.0% | 403 | $230K |
| Grassi Investment Management | 0.02% | Add +0.3% | 402 | $229K |
| Cordatus Wealth Management LLC | 0.08% | No change | 400 | $228K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $228K |
| Counterweight Ventures, LLC | 0.16% | No change | 400 | $228K |
| Pursue Wealth Partners LLC | 0.12% | No change | 400 | $228K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 400 | $228K |
| Hoese & Co LLP | 0.19% | Reduce -7.0% | 400 | $228K |
| First American Trust, FSB | 0.02% | New | 398 | $227K |
| PGIM Custom Harvest LLC | 0.00% | No change | 398 | $227K |
| Hengehold Capital Management LLC | 0.02% | New | 397 | $226K |
| Global Assets Advisory, LLC | 0.12% | New | 400 | $226K |
| Tranquility Partners, LLC | 0.08% | Reduce -6.2% | 392 | $223K |
| IAG Wealth Partners, LLC | 0.04% | Add +43.6% | 392 | $223K |
| Objective Capital Management, LLC | 0.13% | — | 392 | $223K |
| Atwood & Palmer Inc. | 0.02% | No change | 392 | $223K |
| Lane & Associates LLC | 0.12% | Reduce -6.3% | 389 | $222K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.3% | 387 | $221K |
| Platte River Wealth Advisors, LLC | 0.06% | No change | 385 | $219K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $219K |
| Virtue Capital Management, LLC | 0.04% | New | 384 | $219K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $218K |
| Breakwater Investment Management | 0.09% | No change | 380 | $216K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 379 | $216K |
| One Charles Private Wealth Services, LLC | 0.08% | No change | 377 | $215K |
| Confluence Wealth Services, Inc. | 0.02% | No change | 377 | $215K |
| Fortem Financial Group, LLC | 0.09% | No change | 376 | $214K |
| Debussy Capital Management LP | 0.06% | New | 376 | $214K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 373 | $213K |
| Keel Point, LLC | 0.02% | No change | 373 | $213K |
| Northeast Investment Management | 0.01% | New | 372 | $212K |
| Jacobs & Co. | 0.02% | New | 370 | $210K |
| Lee Danner & Bass Inc. | 0.01% | New | 369 | $210K |
| YHB Investment Advisors, Inc. | 0.02% | New | 368 | $210K |
| Asset Dedication, LLC | 0.01% | No change | 367 | $209K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -10.9% | 366 | $209K |
| Lowery Thomas, LLC | 0.14% | New | 364 | $207K |
| Cora Capital Advisors LLC | 0.10% | New | 363 | $207K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 361 | $206K |
| Lumbard & Kellner, LLC | 0.09% | New | 360 | $205K |
| Wealthcare Capital Management LLC | 0.02% | New | 359 | $205K |
| Aull & Monroe Investment Management Corp | 0.09% | Reduce -11.8% | 358 | $204K |
| Bangor Savings Bank | 0.02% | No change | 358 | $204K |
| Graybill Wealth Management, LTD. | 0.08% | New | 356 | $203K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $202K |
| American Capital Management Inc. | 0.01% | New | 353 | $201K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $200K |
| Pingora Partners LLC | 0.14% | No change | 350 | $199K |
| Oarsman Capital, Inc. | 0.04% | New | 340 | $194K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 332 | $189K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 331 | $188K |
| Operose Advisors LLC | 0.06% | No change | 329 | $187K |
| Mather Group, Llc. | 0.00% | Reduce -34.1% | 328 | $187K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 317 | $181K |
| Fairman Group, LLC | 0.16% | Add +0.3% | 305 | $174K |
| Darwin Wealth Management, LLC | 0.05% | New | 304 | $173K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 300 | $171K |
| Flaharty Asset Management, LLC | 0.02% | New | 278 | $158K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -9.8% | 275 | $157K |
| Northwest Financial Advisors | 0.12% | New | 275 | $157K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 266 | $152K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 265 | $151K |
| Contravisory Investment Management, Inc. | 0.03% | Add +1.2% | 262 | $149K |
| Macquarie Group Ltd. | 0.00% | New | 259 | $148K |
| M&R Capital Management Inc. | 0.03% | Add +61.3% | 258 | $147K |
| Archer Investment Corp | 0.04% | No change | 256 | $146K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $143K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 250 | $143K |
| Independence Bank of Kentucky | 0.03% | New | 236 | $134K |
| CNB Bank | 0.06% | No change | 235 | $134K |
| GAMMA Investing LLC | 0.01% | No change | 233 | $133K |
| Monetary Management Group Inc. | 0.03% | No change | 230 | $131K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +5.6% | 228 | $131K |
| PrairieView Partners, LLC | 0.01% | No change | 225 | $128K |
| Toth Financial Advisory Corp. | 0.01% | Add +195.9% | 219 | $125K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 201 | $115K |
| Blue Chip Partners, LLC | 0.01% | No change | 200 | $114K |
| Hollencrest Capital Management | 0.00% | No change | 199 | $114K |
| PFG Private Wealth Management, LLC | 0.07% | No change | 199 | $113K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $113K |
| TD Capital Management LLC | 0.01% | Add +0.5% | 198 | $113K |
| Northwest Bank & Trust Co | 0.08% | No change | 195 | $111K |
| Sunbelt Securities, Inc. | 0.01% | Add +6.7% | 190 | $108K |
| Godsey & Gibb, Inc. | 0.01% | No change | 185 | $105K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -30.5% | 182 | $104K |
| Beacon Capital Management, LLC | 0.01% | Reduce -5.7% | 181 | $103K |
| EnRich Financial Partners LLC | 0.03% | No change | 180 | $103K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $101K |
| Costello Asset Management, INC | 0.07% | No change | 172 | $98K |
| Lanark Financial, Inc. | 0.01% | No change | 170 | $97K |
| Horizons Wealth Management | 0.07% | No change | 164 | $93K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -18.8% | 164 | $93K |
| Northwest Investment Counselors, LLC | 0.02% | New | 159 | $90K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -0.7% | 150 | $86K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $85K |
| FSA Wealth Management LLC | 0.03% | — | 145 | $83K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $80K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 136 | $77K |
| Activest Wealth Management | 0.02% | Add +454.2% | 133 | $76K |
| Rogco, LP | 0.03% | No change | 130 | $74K |
| Kiely Wealth Advisory Group, Inc. | 0.05% | No change | 119 | $72K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 125 | $71K |
| Hilltop National Bank | 0.02% | No change | 125 | $71K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $71K |
| Peterson Financial Group, Inc. | 0.26% | New | 119 | $68K |
| Canton Hathaway, LLC | 0.02% | No change | 115 | $66K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 114 | $61K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -44.5% | 101 | $58K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $57K |
| Clean Yield Group | 0.02% | No change | 100 | $57K |
| Security National Bank | 0.01% | No change | 100 | $57K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $57K |
| Toronto Dominion Bank | 0.00% | No change | 100 | $57K |
| AllSquare Wealth Management LLC | 0.03% | Add +76.8% | 99 | $56K |
| Islay Capital Management, LLC | 0.04% | No change | 98 | $56K |
| Assetmark, Inc. | 0.00% | Reduce -61.8% | 92 | $52K |
| First Community Trust NA | 0.04% | No change | 90 | $51K |
| Ransom Advisory, Ltd | 0.02% | No change | 90 | $51K |
| Main Street Group, LTD | 0.02% | No change | 90 | $51K |
| AdvisorNet Financial, Inc | 0.00% | No change | 90 | $51K |
| Smartleaf Asset Management LLC | 0.01% | No change | 88 | $50K |
| ORG Partners LLC | 0.01% | No change | 86 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $48K |
| Bollard Group LLC | 0.00% | No change | 80 | $46K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 70 | $40K |
| CoreFirst Bank & Trust | 0.02% | New | 70 | $40K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 70 | $40K |
| Chilton Capital Management LLC | 0.00% | No change | 61 | $35K |
| Tucker Asset Management LLC | 0.01% | Add +1400.0% | 60 | $34K |
| Alpine Bank Wealth Management | 0.01% | — | 60 | $34K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $32K |
| USA Financial Formulas | 0.00% | Reduce -100.0% | 55 | $31K |
| National Bank of Canada | 0.00% | No change | 53 | $30K |
| Wintrust Investments LLC | 0.02% | Reduce -90.0% | 53 | $30K |
| Evolution Advisers, Inc. | 0.02% | No change | 54 | $30K |
| Continuum Advisory, LLC | 0.00% | No change | 50 | $30K |
| Richardson Capital Management LLC | 0.02% | No change | 52 | $30K |
| West Branch Capital LLC | 0.01% | No change | 50 | $28K |
| TruNorth Capital Management, LLC | 0.01% | No change | 50 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $28K |
| City Holding Co. | 0.00% | No change | 50 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 49 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 50 | $28K |
| Concord Wealth Partners | 0.00% | Add +2.2% | 47 | $27K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 46 | $26K |
| Arax Advisory Partners | 0.00% | Add +2.2% | 46 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 44 | $25K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $22K |
| Ascentis Independent Advisors | 0.00% | New | 36 | $21K |
| Olistico Wealth, LLC | 0.01% | New | 35 | $20K |
| Webster Bank, N. A. | 0.00% | Reduce -36.4% | 35 | $20K |
| Amundi | 0.00% | No change | 35 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $18K |
| Tidemark, LLC | 0.01% | No change | 31 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 30 | $17K |
| Financial Connections Group, Inc. | 0.01% | No change | 31 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $15K |
| Burkett Financial Services, LLC | 0.01% | Reduce -3.9% | 25 | $14K |
| Painted Porch Advisors LLC | 0.01% | No change | 25 | $14K |
| City State Bank | 0.01% | No change | 25 | $14K |
| Arrow Financial Corp | 0.00% | No change | 25 | $14K |
| Ridgewood Investments LLC | 0.01% | Reduce -53.2% | 22 | $13K |
| Arlington Trust Co LLC | 0.00% | No change | 22 | $13K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 20 | $11K |
| Annapolis Financial Services, LLC | 0.00% | No change | 20 | $11K |
| Roble, Belko & Company, Inc | 0.00% | No change | 19 | $11K |
| CKW Financial Group | 0.00% | No change | 20 | $11K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 19 | $11K |
| 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 |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 14 | $8K |
| Northwest Capital Management Inc | 0.00% | No change | 13 | $7K |
| Stephens Consulting, LLC | 0.00% | Reduce -31.6% | 13 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $6K |
| Key Financial Inc | 0.00% | No change | 10 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 9 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.1% | 8 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| Transcendent Capital Group LLC | 0.00% | Add +200.0% | 3 | $2K |
| Hemington Wealth Management | 0.00% | New | 2 | $1K |
| 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.