State Street SPDR S&P MidcapMDYETF
13F holders, Q4 2024 (December 31)1,407holders +92
88new positions
52sold out
4famous investors
$567.91avg. 13F price*
At the end of Q4 2024, 1,407 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 92 from Q3 2024. 88 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($780.5M) and Morgan Stanley ($642.1M). 4 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q4 2024)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $658.4M |
| Exits | 52 | $153.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,084,878 shares bought and 1,431,914 shares sold, net +1,652,964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,407 holders
| Bank of America Corp. | 0.11% | Reduce -2.0% | 2,082,895 | $1.2B |
| Wells Fargo & Company | 0.19% | Add +5.0% | 1,370,369 | $780.5M |
| Morgan Stanley | 0.04% | Reduce -7.2% | 1,127,257 | $642.1M |
| Northern Trust Corp. | 0.09% | Add +0.1% | 1,114,024 | $634.5M |
| US Bancorp \de | 0.78% | Reduce -1.7% | 1,045,963 | $595.8M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -18.2% | 932,820 | $531.3M |
| Pathstone Holdings, LLC | 2.28% | Reduce -1.4% | 906,139 | $516.1M |
| PNC Financial Services Group, Inc. | 0.29% | Reduce -1.6% | 756,730 | $431.0M |
| UBS Group AG | 0.09% | Add +7.7% | 679,497 | $387.0M |
| Raymond James Financial Inc. | 0.12% | — | 576,599 | $328.4M |
| Northwestern Mutual Wealth Management Co. | 0.27% | Add +2.8% | 556,152 | $316.8M |
| Moore Capital Management, LP | 6.06% | New | 527,000 | $300.2M |
| Bank of Montreal | 0.15% | Add +4.2% | 516,733 | $294.3M |
| Royal Bank of Canada | 0.06% | Reduce -32.9% | 491,661 | $280.0M |
| JPMorgan Chase & Co. | 0.02% | Add +17.9% | 401,198 | $228.5M |
| Citadel Advisors | 0.21% | Add +225.2% | 395,484 | $225.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.50% | Add +246.8% | 378,239 | $215.4M |
| SG Americas Securities, LLC | 0.66% | Add +1411.1% | 265,731 | $151.4M |
| BNP Paribas Financial Markets | 0.12% | Add +73.0% | 263,160 | $149.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -7.1% | 260,324 | $148.3M |
| Corient Private Wealth LP | 0.24% | Reduce -0.5% | 254,481 | $144.9M |
| Creative Planning | 0.14% | Add +0.3% | 248,635 | $141.6M |
| MAI Capital Management | 1.05% | Add +3.3% | 247,280 | $140.8M |
| Arvest Bank Trust Division | 8.05% | Reduce -2.5% | 234,511 | $133.6M |
| Conservest Capital Advisors, Inc. | 13.18% | Reduce -6.9% | 223,959 | $127.6M |
| BW Gestao de Investimentos Ltda. | 5.89% | New | 221,400 | $126.1M |
| HighTower Advisors, LLC | 0.17% | Add +52.5% | 219,217 | $124.9M |
| Welch & Forbes LLC | 1.26% | Add +22.5% | 171,847 | $97.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.1% | 170,928 | $97.4M |
| LPL Financial LLC | 0.04% | Add +14.9% | 165,022 | $94.0M |
| Employees Retirement System of Texas | 0.81% | Add +30.4% | 141,500 | $80.6M |
| Waddell & Associates, LLC | 8.14% | Add +1.1% | 140,263 | $79.9M |
| Whittier Trust Co. | 1.04% | Reduce -0.5% | 137,997 | $78.6M |
| Ameriprise Financial Inc. | 0.02% | Add +46.6% | 133,729 | $76.2M |
| FineMark National Bank & Trust | 2.46% | Reduce -0.4% | 124,044 | $70.7M |
| Hills Bank & Trust Co | 5.17% | Reduce -0.3% | 120,611 | $68.7M |
| Brown Advisory Inc. | 0.09% | Reduce -3.1% | 118,181 | $67.3M |
| SPX Gestao de Recursos Ltda | 9.80% | New | 113,906 | $64.9M |
| Truist Financial Corp. | 0.10% | Add +4.9% | 112,677 | $64.2M |
| Montag A & Associates Inc. | 2.95% | Reduce -1.9% | 108,391 | $62.0M |
| Stifel Financial Corp. | 0.06% | Add +51.3% | 105,174 | $59.9M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -22.7% | 103,203 | $58.8M |
| Cerity Partners LLC | 0.13% | Add +4.2% | 101,612 | $57.9M |
| Mariner, LLC | 0.10% | Reduce -0.8% | 100,637 | $57.3M |
| Canada Pension Plan Investment Board | 0.05% | No change | 100,000 | $57.0M |
| Sandy Spring Bank | 2.15% | Reduce -1.1% | 93,059 | $53.0M |
| WASHINGTON TRUST Co | 1.89% | Reduce -3.7% | 92,634 | $52.8M |
| Focus Partners Wealth | 0.13% | Add +113.0% | 89,889 | $51.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +6.7% | 86,535 | $49.3M |
| MetLife Investment Management, LLC | 0.27% | Add +371.0% | 86,200 | $49.1M |
| Henshaw Capital LLC | 1.78% | No change | 75,050 | $42.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 73,401 | $41.8M |
| Portland Global Advisors LLC | 5.05% | Reduce -2.2% | 70,064 | $39.9M |
| Pittenger & Anderson Inc. | 1.43% | Add +0.0% | 69,163 | $39.4M |
| Blair William & Co. | 0.11% | Reduce -0.5% | 69,120 | $39.4M |
| Whittier Trust Co. of Nevada Inc. | 0.93% | Reduce -0.2% | 66,432 | $37.8M |
| Financial Counselors Inc. | 0.54% | Reduce -0.2% | 65,536 | $37.3M |
| Divergent Planning, LLC | 12.56% | Add +1.7% | 64,928 | $36.7M |
| Cetera Investment Advisers | 0.07% | Reduce -4.8% | 62,875 | $35.8M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +0.3% | 61,850 | $35.4M |
| Captrust Financial Advisors | 0.10% | Reduce -0.6% | 61,863 | $35.2M |
| Pinnacle Associates Ltd. | 0.47% | Reduce -5.9% | 61,318 | $34.9M |
| Smith, Moore & Co. | 3.14% | Reduce -0.4% | 60,370 | $34.4M |
| MassMutual Private Wealth & Trust, FSB | 0.96% | Reduce -1.6% | 60,087 | $34.2M |
| Ascent Wealth Partners, LLC | 4.57% | Add +0.0% | 59,463 | $33.9M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.0% | 56,929 | $32.4M |
| Peapack Gladstone Financial Corp. | 0.45% | Reduce -4.2% | 54,389 | $31.0M |
| BlackRock, Inc. | 0.00% | Add +41.0% | 53,599 | $30.5M |
| Baird Financial Group, Inc. | 0.06% | Reduce -1.5% | 53,075 | $30.2M |
| Heritage Investors Management Corp. | 0.96% | Reduce -0.7% | 51,967 | $29.6M |
| Bessemer Group Inc. | 0.05% | Add +55.3% | 51,628 | $29.4M |
| Oldfather Financial Services, LLC | 11.20% | Reduce -0.4% | 51,589 | $29.4M |
| Clearstead Advisors, LLC | 0.45% | Reduce -0.9% | 51,362 | $29.3M |
| Crewe Advisors LLC | 4.00% | Reduce -0.8% | 50,964 | $29.0M |
| Cumberland Advisors Inc. | 11.25% | Add +4.5% | 49,482 | $28.2M |
| First Hawaiian Bank | 0.89% | Reduce -3.9% | 47,932 | $27.3M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -0.5% | 47,146 | $26.8M |
| Citizens Financial Group Inc. | 0.52% | Reduce -3.3% | 46,519 | $26.5M |
| Retirement Systems of Alabama | 0.10% | Add +0.1% | 46,351 | $26.4M |
| Comerica Bank | 0.10% | Add +29.1% | 45,212 | $25.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.86% | Reduce -0.1% | 44,805 | $25.5M |
| Chicago Partners Investment Group LLC | 0.85% | Reduce -10.5% | 44,343 | $25.4M |
| IFG Advisors, LLC | 5.03% | Add +4.9% | 44,418 | $25.3M |
| Granite Bay Wealth Management, LLC | 9.35% | Add +3.6% | 44,326 | $25.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +8.5% | 43,930 | $25.0M |
| LCM Capital Management Inc | 13.77% | Reduce -0.7% | 42,861 | $24.4M |
| Klingman & Associates, LLC | 1.52% | Reduce -3.0% | 42,281 | $24.1M |
| Cercano Management LLC | 0.60% | New | 41,196 | $23.5M |
| Conning Inc. | 0.84% | Add +1.1% | 40,185 | $22.9M |
| Madison Asset Management, LLC | 0.26% | Add +174.7% | 39,842 | $22.7M |
| Madison Investment Advisors, LLC | 0.26% | — | 39,842 | $22.7M |
| Lido Advisors, LLC | 0.14% | Add +34.4% | 39,173 | $22.4M |
| Edge Capital Group, LLC | 0.98% | Reduce -1.1% | 38,509 | $21.9M |
| Johnson Investment Counsel Inc. | 0.20% | Add +1.5% | 36,283 | $20.7M |
| Cresset Asset Management, LLC | 0.10% | Reduce -28.2% | 36,133 | $20.6M |
| Susquehanna International Group, LLP | 0.03% | Reduce -59.0% | 36,190 | $20.6M |
| 1ST Source Bank | 1.18% | Add +0.4% | 36,156 | $20.6M |
| Waldron Private Wealth LLC | 0.81% | Reduce -4.9% | 35,333 | $20.1M |
| Prescott Group Capital Management, L.L.C. | 2.65% | Add +100.9% | 34,323 | $19.5M |
| Steele Capital Management, Inc. | 1.01% | Reduce -0.4% | 34,002 | $19.4M |
| Pinnacle Financial Partners Inc | 0.39% | Add +0.8% | 33,590 | $19.1M |
| M&T Bank Corp | 0.06% | Reduce -1.1% | 32,437 | $18.5M |
| Trustmark Bank Trust Department | 1.36% | No change | 32,192 | $18.3M |
| Vestor Capital, LLC | 1.39% | Reduce -0.7% | 32,081 | $18.3M |
| Wealth Alliance Advisory Group, LLC | 3.86% | Reduce -0.5% | 32,078 | $18.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -31.1% | 31,730 | $18.1M |
| Barclays PLC | 0.01% | Reduce -0.2% | 31,533 | $18.0M |
| Serenus Wealth Advisors, LLC | 3.10% | — | 31,287 | $17.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +5.9% | 30,879 | $17.6M |
| EP Wealth Advisors, LLC | 0.14% | Reduce -7.4% | 30,798 | $17.5M |
| FMR LLC | 0.00% | Add +10.1% | 30,537 | $17.4M |
| OMERS ADMINISTRATION Corp | 0.15% | New | 30,400 | $17.3M |
| Curbstone Financial Management Corp | 3.66% | Reduce -0.0% | 30,356 | $17.3M |
| Composition Wealth, LLC | 0.35% | Reduce -5.7% | 30,065 | $17.1M |
| Curi Capital, LLC | 0.39% | Reduce -1.9% | 29,909 | $17.0M |
| Hancock Whitney Corp. | 0.53% | Add +3.0% | 29,218 | $16.6M |
| Passaic Partners LLC | 2.41% | New | 29,170 | $16.6M |
| Tandem Wealth Advisors LLC | 8.27% | Reduce -13.2% | 28,466 | $16.2M |
| Simmons Bank | 1.19% | Reduce -1.1% | 28,458 | $16.2M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -1.4% | 28,105 | $16.1M |
| MML Investors Services, LLC | 0.05% | Add +3.6% | 27,919 | $15.9M |
| Tiller Private Wealth, Inc. | 6.53% | Add +1.7% | 27,063 | $15.4M |
| Commerce Bank | 0.09% | Reduce -0.7% | 26,690 | $15.2M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +0.4% | 25,593 | $14.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -0.8% | 25,381 | $14.5M |
| Savant Capital, LLC | 0.11% | Reduce -0.8% | 25,217 | $14.4M |
| Atlantic Edge Private Wealth Management, LLC | 4.35% | Reduce -0.3% | 24,639 | $14.0M |
| Altfest L J & Co. Inc. | 1.78% | Add +1045.0% | 24,469 | $13.9M |
| Citigroup Inc. | 0.01% | Reduce -21.2% | 24,410 | $13.9M |
| Wellspring Financial Advisors, LLC | 1.45% | Reduce -2.4% | 24,317 | $13.9M |
| Carnegie Investment Counsel | 0.38% | Reduce -2.3% | 23,520 | $13.4M |
| Avantax Advisory Services, Inc. | 0.08% | Add +3.0% | 23,396 | $13.3M |
| Millennium Management | 0.01% | New | 23,216 | $13.2M |
| MCF Advisors LLC | 0.92% | Reduce -0.3% | 22,941 | $13.1M |
| Caldwell Trust Co | 1.34% | Reduce -1.3% | 22,586 | $12.9M |
| Glenmede Trust Co. NA | 0.06% | Reduce -28.9% | 21,793 | $12.4M |
| Callan Family Office, LLC | 0.75% | Add +0.1% | 20,723 | $11.8M |
| Trifecta Capital Advisors, LLC | 2.32% | Add +0.1% | 20,629 | $11.7M |
| Sageworth Trust Co | 0.72% | Add +112.3% | 20,347 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.1% | 19,098 | $11.6M |
| Exchange Capital Management, Inc. | 1.83% | Reduce -0.1% | 20,265 | $11.5M |
| Old National Bancorp | 0.27% | Reduce -1.6% | 20,225 | $11.5M |
| Dumont & Blake Investment Advisors LLC | 3.09% | Reduce -1.3% | 20,194 | $11.5M |
| Victory Financial Group, LLC | 3.01% | — | 20,090 | $11.4M |
| jvl associates llc | 4.29% | Reduce -0.2% | 19,865 | $11.3M |
| Peddock Capital Advisors, LLC | 2.67% | Add +2.7% | 19,583 | $11.2M |
| Lutz Financial Services LLC | 0.88% | Reduce -1.6% | 19,208 | $10.9M |
| Country Club Bank | 0.73% | Reduce -1.1% | 19,146 | $10.9M |
| Mill Creek Capital Advisors, LLC | 0.26% | Reduce -10.9% | 18,845 | $10.7M |
| First Financial Bank - Trust Division | 0.99% | Reduce -5.8% | 18,584 | $10.6M |
| Canopy Partners, LLC | 4.03% | Add +17.4% | 18,552 | $10.6M |
| Central Bank & Trust Co. | 1.56% | Add +1.6% | 18,074 | $10.3M |
| Ameritas Investment Partners, Inc. | 0.33% | Reduce -5.3% | 18,045 | $10.3M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -0.0% | 17,828 | $10.2M |
| Nixon Peabody Trust Co. | 0.83% | Reduce -4.3% | 17,711 | $10.1M |
| NBT Bank, N.A. | 0.70% | Reduce -0.7% | 17,674 | $10.1M |
| Harbour Trust & Investment Management Co | 1.14% | Reduce -0.2% | 17,573 | $10.0M |
| Brown Brothers Harriman & Co. | 0.07% | Add +0.9% | 17,305 | $9.9M |
| Pachira Investments Inc. | 6.03% | Add +3702.4% | 17,339 | $9.9M |
| Bordeaux Wealth Advisors LLC | 1.58% | Reduce -10.5% | 17,296 | $9.9M |
| Yousif Capital Management, LLC | 0.11% | Add +150.4% | 17,227 | $9.8M |
| Hummer Financial Advisory Services Inc | 7.75% | No change | 17,138 | $9.8M |
| Renaissance Technologies | 0.01% | New | 17,200 | $9.8M |
| Brookstone Capital Management | 0.14% | Add +1816.1% | 17,092 | $9.7M |
| Legacy Advisors, LLC | 0.94% | Add +0.0% | 17,072 | $9.7M |
| First Merchants Corp. | 0.37% | Reduce -0.9% | 16,865 | $9.6M |
| Agf Management Ltd. | 0.05% | Reduce -1.1% | 16,824 | $9.6M |
| Evercore Wealth Management, LLC | 0.14% | Add +0.3% | 16,633 | $9.5M |
| Franklin Resources Inc. | 0.00% | Add +3.0% | 16,583 | $9.4M |
| Howard Capital Management, LLC | 0.15% | Add +0.0% | 16,571 | $9.4M |
| Boston Financial Mangement LLC | 0.28% | Add +2.0% | 16,512 | $9.4M |
| Mechanics Bank Trust Department | 1.24% | Reduce -3.2% | 16,378 | $9.3M |
| Arvest Investments, Inc. | 1.48% | Reduce -8.9% | 16,255 | $9.3M |
| BlueCrest Capital Management Ltd | 0.60% | Add +29.6% | 16,200 | $9.2M |
| World Investment Advisors | 0.25% | Add +0.9% | 15,840 | $9.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +5.5% | 15,835 | $9.0M |
| Capstone Financial Advisors, Inc. | 0.55% | Reduce -2.4% | 15,734 | $9.0M |
| Essential Planning, LLC. | 0.06% | New | 15,261 | $8.9M |
| Tiaa Trust, National Association | 0.03% | Reduce -0.1% | 15,547 | $8.9M |
| GFS Advisors, LLC | 1.34% | Reduce -4.1% | 15,488 | $8.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -9.0% | 15,088 | $8.6M |
| Fifth Third Securities, Inc. | 0.73% | Reduce -12.9% | 15,068 | $8.6M |
| KCM Investment Advisors LLC | 0.30% | Reduce -2.4% | 15,028 | $8.6M |
| Granite FO LLC | 4.88% | Add +1.6% | 14,986 | $8.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -33.0% | 14,945 | $8.5M |
| Montz Harcus Wealth Management LLC | 4.64% | Add +2.7% | 14,575 | $8.3M |
| Csenge Advisory Group | 0.45% | Add +1.6% | 14,478 | $8.2M |
| Means Investment Co., Inc. | 0.86% | Reduce -0.3% | 14,468 | $8.2M |
| Bearing Point Capital, LLC | 1.71% | — | 14,357 | $8.2M |
| Cwm, LLC | 0.03% | Reduce -36.3% | 14,258 | $8.1M |
| RMR Wealth Builders | 0.84% | Add +1.6% | 14,250 | $8.1M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.1M |
| NewEdge Wealth, LLC | 0.14% | Add +1304.7% | 14,075 | $8.0M |
| Chesley Taft & Associates LLC | 0.37% | Reduce -0.5% | 14,011 | $8.0M |
| Boyd Watterson Asset Management LLC | 2.23% | Add +1.9% | 13,936 | $7.9M |
| Smith Anglin Financial, LLC | 0.73% | Reduce -0.3% | 13,696 | $7.8M |
| Arbor Trust Wealth Advisors, LLC | 3.65% | Reduce -1.7% | 13,638 | $7.8M |
| Boston Family Office LLC | 0.54% | Reduce -3.5% | 13,682 | $7.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -5.0% | 13,519 | $7.8M |
| Unionview, LLC | 5.65% | Reduce -1.4% | 13,534 | $7.7M |
| Busey Bank | 0.25% | Reduce -0.2% | 13,516 | $7.7M |
| Linscomb Wealth, Inc. | 0.38% | Reduce -4.6% | 13,477 | $7.7M |
| Brevan Howard Capital Management LP | 0.19% | Add +254.1% | 13,377 | $7.6M |
| Pacific Center for Financial Services | 1.95% | Reduce -1.8% | 13,322 | $7.6M |
| TKG Advisors, LLC | 3.44% | Add +7.3% | 12,504 | $7.5M |
| Staley Capital Advisers Inc. | 0.33% | No change | 13,102 | $7.5M |
| Grove Bank & Trust | 1.02% | Reduce -0.2% | 12,879 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.2% | 12,810 | $7.3M |
| Meridian Wealth Advisors, LLC | 1.20% | Add +0.6% | 12,741 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.29% | Reduce -0.1% | 12,221 | $7.0M |
| Vestmark Advisory Solutions, Inc. | 0.24% | New | 12,125 | $6.9M |
| Rothschild Capital Partners, LLC | 1.67% | Add +0.0% | 12,091 | $6.9M |
| Dakota Wealth Management | 0.16% | Reduce -1.4% | 11,960 | $6.8M |
| Community Bank, N.A. | 0.86% | Reduce -0.4% | 11,830 | $6.7M |
| Hanover Advisors Inc. | 2.78% | Add +5.1% | 11,634 | $6.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.62% | Add +0.1% | 11,618 | $6.6M |
| Synovus Financial Corp. | 0.08% | Reduce -5.8% | 11,536 | $6.6M |
| Palisade Asset Management, LLC | 0.67% | Reduce -0.3% | 11,536 | $6.6M |
| Goelzer Investment Management, Inc. | 0.38% | Reduce -1.4% | 11,491 | $6.5M |
| First Horizon Advisors, Inc. | 0.18% | Add +1.1% | 11,135 | $6.3M |
| Madison Park Capital Advisors, LLC | 5.03% | Reduce -23.6% | 11,079 | $6.3M |
| Latigo Investments, LLC | 3.18% | No change | 10,962 | $6.2M |
| Tandem Investment Partners LLC | 5.94% | — | 10,893 | $6.2M |
| Diversified Portfolios, Inc. | 0.67% | Reduce -0.4% | 10,826 | $6.2M |
| Sanctuary Advisors, LLC | 0.04% | Add +0.7% | 10,336 | $6.2M |
| Adirondack Trust Co. | 2.35% | Add +0.4% | 10,817 | $6.2M |
| Retirement Income Solutions, Inc. | 1.24% | Reduce -0.1% | 10,751 | $6.1M |
| Alexis Investment Partners, LLC | 2.98% | — | 10,719 | $6.1M |
| Leavell Investment Management, Inc. | 0.30% | Reduce -0.5% | 10,632 | $6.1M |
| Hopwood Financial Services, Inc. | 4.53% | — | 10,500 | $6.0M |
| Inspire Trust Co, N.A. | 1.53% | Reduce -11.2% | 10,500 | $6.0M |
| Oppenheimer Asset Management Inc. | 0.07% | New | 10,480 | $6.0M |
| Ieq Capital, LLC | 0.06% | Add +1.2% | 10,476 | $6.0M |
| Lodestar Private Asset Management LLC | 0.74% | Add +3.4% | 10,460 | $6.0M |
| Wilmington Savings Fund Society, FSB | 0.11% | Reduce -0.2% | 10,365 | $5.9M |
| Gries Financial LLC | 1.04% | Reduce -0.7% | 10,273 | $5.9M |
| Bank of Nova Scotia | 0.01% | Add +244.4% | 10,268 | $5.8M |
| Daymark Wealth Partners, LLC | 0.24% | Add +2.9% | 10,168 | $5.8M |
| Wilmar Advisors LLC | 5.27% | — | 10,000 | $5.7M |
| RBF Capital, LLC | 0.30% | No change | 10,000 | $5.7M |
| Resonant Capital Advisors, LLC | 0.41% | No change | 9,719 | $5.6M |
| Peak Asset Management, LLC | 1.03% | Reduce -0.0% | 9,749 | $5.6M |
| Flputnam Investment Management Co. | 0.10% | Reduce -3.5% | 9,716 | $5.5M |
| Firestone Capital Management | 1.37% | Reduce -1.8% | 9,676 | $5.5M |
| Colorado Capital Management, Inc. | 2.67% | Reduce -24.4% | 9,671 | $5.5M |
| Mayflower Financial Advisors, LLC | 0.82% | Reduce -0.4% | 9,650 | $5.5M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -59.9% | 9,522 | $5.4M |
| G&S Capital LLC | 2.24% | Add +4.8% | 9,507 | $5.4M |
| Badgley Phelps Wealth Managers, LLC | 0.13% | Add +3.6% | 9,451 | $5.4M |
| Court Place Advisors, LLC | 1.75% | Reduce -3.1% | 9,474 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,444 | $5.4M |
| Bank of New Hampshire | 1.38% | Reduce -3.3% | 9,435 | $5.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +5.9% | 9,426 | $5.4M |
| Motco | 0.55% | Reduce -0.9% | 9,358 | $5.3M |
| CENTRAL TRUST Co | 0.13% | Reduce -0.4% | 9,347 | $5.3M |
| Newport Capital Group, LLC | 3.92% | Add +2.9% | 9,321 | $5.3M |
| Bokf, NA | 0.09% | Reduce -2.5% | 9,371 | $5.3M |
| HSBC Holdings PLC | 0.00% | Add +0.8% | 9,263 | $5.3M |
| CMG Global Holdings, LLC | 2.91% | Add +5.4% | 8,804 | $5.3M |
| Balboa Wealth Partners | 1.19% | No change | 9,112 | $5.2M |
| Apollon Wealth Management, LLC | 0.12% | Add +38.7% | 9,083 | $5.2M |
| LYNX Capital Group Ltd. | 2.96% | Add +16.1% | 9,030 | $5.1M |
| Summit Financial, LLC | 0.18% | Add +12.1% | 8,981 | $5.1M |
| Cape Cod Five Cents Savings Bank | 0.46% | No change | 9,002 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -6.5% | 8,877 | $5.1M |
| Jane Street Group, LLC | 0.01% | New | 8,861 | $5.0M |
| Allworth Financial LP | 0.03% | Reduce -0.0% | 8,412 | $5.0M |
| Ti-Trust, Inc. | 3.33% | Add +0.4% | 8,740 | $5.0M |
| Associated Banc-Corp | 0.15% | Reduce -3.7% | 8,712 | $5.0M |
| Sagespring Wealth Partners, LLC | 0.13% | — | 8,711 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.7% | 8,705 | $5.0M |
| NBW Capital LLC | 0.91% | Reduce -0.9% | 8,620 | $4.9M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -24.8% | 8,612 | $4.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.72% | Add +2.6% | 8,439 | $4.8M |
| Benchmark Financial Wealth Advisors, LLC | 1.54% | Add +4.8% | 8,437 | $4.8M |
| AMG National Trust Bank | 0.13% | Add +0.1% | 8,411 | $4.8M |
| Finley Financial, LLC | 2.48% | — | 8,150 | $4.8M |
| Meridian Investment Counsel Inc. | 1.42% | Add +70.7% | 8,345 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Add +22.5% | 8,195 | $4.7M |
| Highview Capital Management LLC | 1.79% | Add +0.7% | 8,188 | $4.7M |
| Barrett & Company, Inc. | 1.95% | Add +0.9% | 8,110 | $4.6M |
| KMG Fiduciary Partners, LLC | 0.38% | Reduce -2.2% | 8,085 | $4.6M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.9% | 8,076 | $4.6M |
| Choreo, LLC | 0.07% | Reduce -0.4% | 8,043 | $4.6M |
| Bay Rivers Group | 2.22% | Add +0.8% | 8,033 | $4.6M |
| Quadrature Capital Ltd | 0.09% | New | 7,943 | $4.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.67% | Add +1.1% | 7,617 | $4.5M |
| Sonata Capital Group Inc. | 1.87% | Add +4.6% | 7,929 | $4.5M |
| Intrepid Financial Planning Group LLC | 1.90% | Reduce -1.2% | 7,884 | $4.5M |
| Keystone Financial Group | 0.44% | Add +31.2% | 7,852 | $4.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Reduce -0.2% | 7,793 | $4.4M |
| Harbour Investments, Inc. | 0.13% | Add +0.8% | 7,731 | $4.4M |
| Weil Company, Inc. | 1.52% | Add +0.0% | 7,703 | $4.4M |
| Evensky & Katz LLC | 0.29% | Reduce -0.9% | 7,683 | $4.4M |
| Keybank National Association | 0.02% | Reduce -0.3% | 7,672 | $4.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +3.6% | 7,669 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -0.3% | 7,417 | $4.4M |
| Prospera Financial Services Inc | 0.10% | Add +14.6% | 7,556 | $4.3M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Reduce -0.9% | 7,525 | $4.3M |
| Houlihan Financial Resource Group, Ltd. | 1.80% | Reduce -2.2% | 7,427 | $4.2M |
| NewEdge Advisors, LLC | 0.03% | Add +1.6% | 7,412 | $4.2M |
| Fifth Third Bancorp | 0.02% | Reduce -1.8% | 7,392 | $4.2M |
| Segment Wealth Management, LLC | 0.29% | Reduce -1.5% | 7,380 | $4.2M |
| North Star Investment Management Corp. | 0.29% | Reduce -0.3% | 7,376 | $4.2M |
| Audent Global Asset Management, LLC | 2.73% | Add +28.6% | 7,347 | $4.2M |
| Midwest Financial Group LLC | 2.37% | Add +0.4% | 7,260 | $4.1M |
| Breakwater Capital Group | 0.81% | Reduce -0.1% | 7,177 | $4.1M |
| JMG Financial Group, Ltd. | 0.14% | Add +2.3% | 7,170 | $4.1M |
| Flow Traders U.S. LLC | 0.16% | Add +71.7% | 7,112 | $4.1M |
| OneDigital Investment Advisors LLC | 0.05% | No change | 7,112 | $4.1M |
| Haverford Trust Co | 0.04% | Reduce -1.4% | 7,099 | $4.0M |
| Davis R M Inc. | 0.08% | Add +2.9% | 7,075 | $4.0M |
| Snowden Capital Advisors LLC | 0.13% | Add +29.1% | 6,964 | $4.0M |
| Washburn Capital Management, Inc. | 2.43% | New | 62,980 | $3.9M |
| Renaissance Investment Group LLC | 0.83% | Reduce -3.1% | 6,879 | $3.9M |
| Paulson Wealth Management Inc. | 1.07% | Add +3.2% | 6,871 | $3.9M |
| Union Savings Bank | 1.91% | Reduce -0.2% | 6,811 | $3.9M |
| Bristlecone Advisors, LLC | 0.30% | Reduce -0.4% | 6,729 | $3.8M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +6.9% | 6,689 | $3.8M |
| Smith Chas P & Associates Pa Cpas | 0.22% | No change | 6,687 | $3.8M |
| Ballentine Partners, LLC | 0.06% | Add +5.4% | 6,631 | $3.8M |
| Sentinel Trust Co. Lba | 0.43% | Reduce -1.4% | 6,593 | $3.8M |
| Proficio Capital Partners LLC | 0.30% | Reduce -5.5% | 6,575 | $3.7M |
| Glen Eagle Advisors, LLC | 0.62% | Reduce -0.4% | 6,571 | $3.7M |
| Matrix Asset Advisors Inc. | 0.41% | Add +0.8% | 6,566 | $3.7M |
| Gould Asset Management LLC | 0.78% | Add +2.6% | 6,481 | $3.7M |
| Bailard, Inc. | 0.09% | Reduce -3.5% | 6,478 | $3.7M |
| HB Wealth Management, LLC | 0.04% | Reduce -33.3% | 6,457 | $3.7M |
| Crews Bank & Trust | 0.62% | — | 6,450 | $3.7M |
| New Century Financial Group, LLC | 1.56% | New | 6,384 | $3.7M |
| Greenleaf Trust | 0.03% | No change | 6,420 | $3.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.5% | 6,398 | $3.6M |
| Peterson Wealth Services | 1.11% | New | 6,347 | $3.6M |
| Capital Advantage, Inc. | 0.66% | New | 6,327 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -3.4% | 6,322 | $3.6M |
| First Citizens Bank & Trust Co. | 0.07% | Add +2.2% | 6,314 | $3.6M |
| NorthCrest Asset Manangement, LLC | 0.11% | Add +0.9% | 6,312 | $3.6M |
| Steph & Co. | 1.21% | Reduce -1.3% | 6,310 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.4% | 6,310 | $3.6M |
| Clear Point Advisors Inc. | 3.04% | Add +0.4% | 6,252 | $3.6M |
| &partners | 0.04% | Add +113.9% | 6,166 | $3.5M |
| Charter Research & Investment Group, Inc. | 2.69% | Reduce -2.1% | 6,212 | $3.5M |
| Elyxium Wealth, LLC | 2.15% | No change | 6,200 | $3.5M |
| Keeley-Teton Advisors, LLC | 0.41% | Add +7.5% | 6,136 | $3.5M |
| Fiduciary Trust Co | 0.05% | Reduce -0.6% | 6,054 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +264.1% | 6,022 | $3.4M |
| Romano Brothers and Company | 0.43% | No change | 5,982 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 5,900 | $3.4M |
| Paladin Advisory Group, LLC | 2.57% | Reduce -0.1% | 5,899 | $3.4M |
| Steel Grove Capital Advisors, LLC | 0.47% | Reduce -28.4% | 5,885 | $3.4M |
| PFG Advisors | 0.20% | Add +7.0% | 5,875 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -5.0% | 5,837 | $3.3M |
| Eastern Bank | 0.06% | Reduce -0.6% | 5,830 | $3.3M |
| RVW Wealth, LLC | 0.31% | Reduce -7.6% | 5,825 | $3.3M |
| Sepio Capital, LP | 0.26% | Reduce -7.8% | 5,810 | $3.3M |
| Silvercrest Asset Management Group LLC | 0.02% | Add +0.0% | 5,803 | $3.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +7.2% | 5,767 | $3.3M |
| Flagstar Securities, Inc. | 0.81% | Add +0.2% | 5,710 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.09% | Reduce -0.5% | 5,681 | $3.2M |
| Whalerock Point Partners, LLC | 0.77% | No change | 5,645 | $3.2M |
| Advisory Services Network, LLC | 0.06% | Add +3.6% | 5,617 | $3.2M |
| Global Retirement Partners, LLC | 0.09% | Add +1.6% | 5,547 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +10.1% | 5,531 | $3.2M |
| Precedent Wealth Partners, LLC | 1.03% | Add +17.7% | 5,522 | $3.1M |
| Tower View Wealth Management LLC | 1.66% | Add +18.5% | 5,518 | $3.1M |
| Salomon & Ludwin, LLC | 0.33% | Reduce -3.4% | 5,413 | $3.1M |
| Joel Isaacson & Co., LLC | 0.14% | Reduce -0.8% | 5,412 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +121.8% | 5,353 | $3.0M |
| Financial Life Planners | 2.55% | — | 5,337 | $3.0M |
| GTS Securities LLC | 0.15% | Reduce -71.5% | 5,288 | $3.0M |
| Woodstock Corp. | 0.29% | Add +0.3% | 5,262 | $3.0M |
| Garden State Investment Advisory Services LLC | 0.92% | Add +70.6% | 5,240 | $3.0M |
| Fidelis Capital Partners, LLC | 0.30% | Add +119.5% | 5,109 | $3.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Reduce -2.8% | 5,031 | $3.0M |
| Penobscot Investment Management Company, Inc. | 0.27% | No change | 5,207 | $3.0M |
| Miller Investment Management, LP | 0.32% | No change | 5,201 | $3.0M |
| Johnson Financial Group, Inc. | 0.14% | Add +7.8% | 5,013 | $3.0M |
| Pegasus Asset Management, Inc. | 1.12% | Reduce -0.7% | 5,195 | $3.0M |
| Waverly Advisors, LLC | 0.05% | Add +66.8% | 5,164 | $2.9M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 5,122 | $2.9M |
| Argent Trust Co | 0.12% | Add +0.3% | 5,113 | $2.9M |
| InTrack Investment Management Inc | 2.03% | Add +11.0% | 5,034 | $2.9M |
| Spinnaker Trust | 0.18% | Add +1.4% | 5,067 | $2.9M |
| Shoker Investment Counsel, Inc. | 0.97% | Add +0.1% | 5,047 | $2.9M |
| AQR Capital Management | 0.00% | Add +812.0% | 5,016 | $2.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.15% | Reduce -0.9% | 4,987 | $2.8M |
| Sigma Planning Corp | 0.09% | Reduce -25.4% | 4,947 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 1.01% | Add +4.3% | 4,945 | $2.8M |
| Sage Financial Management Group, Inc. | 1.04% | Reduce -0.5% | 4,927 | $2.8M |
| Raffa Wealth Management, LLC | 0.65% | No change | 4,917 | $2.8M |
| Merit Financial Group, LLC | 0.05% | Add +4.2% | 4,916 | $2.8M |
| IFG Advisory, LLC | 0.16% | Reduce -1.9% | 4,884 | $2.8M |
| Diversified Trust Co. | 0.07% | Reduce -7.5% | 4,882 | $2.8M |
| St. Johns Investment Management Company, LLC | 1.29% | No change | 4,870 | $2.8M |
| PKS Advisory Services, LLC | 0.69% | — | 4,863 | $2.8M |
| Delta Financial Group, Inc. | 0.65% | Reduce -8.6% | 4,844 | $2.8M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.63% | Reduce -1.1% | 4,840 | $2.8M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +49.8% | 4,827 | $2.7M |
| Independence Bank of Kentucky | 0.42% | Add +1929.2% | 4,789 | $2.7M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -0.3% | 4,778 | $2.7M |
| New England Private Wealth Advisors LLC | 0.43% | No change | 4,721 | $2.7M |
| Winthrop Advisory Group LLC | 0.32% | Add +0.1% | 4,711 | $2.7M |
| Asset Management Group, Inc. | 0.48% | Add +0.3% | 4,711 | $2.7M |
| SVB Wealth LLC | 0.05% | New | 4,700 | $2.7M |
| Wolverine Trading, LLC | 0.06% | Add +147.0% | 4,708 | $2.7M |
| Naples Global Advisors, LLC | 0.25% | Add +0.7% | 4,677 | $2.7M |
| Coastline Trust Co | 0.31% | Add +4.9% | 4,691 | $2.7M |
| Insigneo Advisory Services, LLC | 0.27% | Add +2.1% | 4,649 | $2.6M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -2.0% | 4,596 | $2.6M |
| Sabal Trust CO | 0.15% | Reduce -10.0% | 4,593 | $2.6M |
| West Paces Advisors Inc. | 0.63% | No change | 4,560 | $2.6M |
| Courier Capital LLC | 0.18% | Reduce -1.4% | 4,552 | $2.6M |
| Gilman Hill Asset Management, LLC | 0.45% | Reduce -0.2% | 4,548 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 4,513 | $2.6M |
| Orange Investment Advisors, Inc. | 0.29% | Reduce -1.7% | 4,502 | $2.6M |
| Element Pointe Advisors, LLC | 0.60% | No change | 4,500 | $2.6M |
| Graypoint LLC | 0.16% | Add +0.1% | 4,500 | $2.6M |
| Davidson Trust Co. | 1.32% | No change | 4,495 | $2.6M |
| Nicolet Advisory Services, LLC | 0.23% | Add +9.5% | 4,515 | $2.6M |
| Sterling Investment Advisors, Ltd. | 0.62% | Reduce -5.7% | 4,482 | $2.6M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -2.5% | 4,460 | $2.5M |
| WealthBridge Capital Management, LLC | 0.70% | Add +4.4% | 4,443 | $2.5M |
| Money Concepts Capital Corp. | 0.19% | Add +179.5% | 4,435 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -0.3% | 4,417 | $2.5M |
| Element Wealth, LLC | 1.32% | Add +1.9% | 4,416 | $2.5M |
| Stone Summit Wealth LLC | 0.84% | Add +12.5% | 4,379 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.4% | 4,367 | $2.5M |
| Veracity Capital LLC | 0.90% | No change | 4,359 | $2.5M |
| Alpha Wealth Funds, LLC | 2.59% | — | 4,338 | $2.5M |
| Wesbanco Bank Inc. | 0.08% | Add +14.8% | 4,331 | $2.5M |
| Lowe Wealth Advisors, LLC | 1.04% | Add +2.9% | 4,300 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | No change | 4,197 | $2.4M |
| Lake Street Advisors Group, LLC | 0.11% | No change | 4,196 | $2.4M |
| Lavaca Capital LLC | 1.05% | No change | 4,200 | $2.4M |
| ZWJ Investment Counsel Inc. | 0.10% | Add +3.4% | 4,200 | $2.4M |
| RFG Advisory, LLC | 0.07% | Add +37.3% | 4,156 | $2.4M |
| Baron Financial Group, LLC | 1.47% | Reduce -1.2% | 4,154 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.81% | No change | 4,150 | $2.4M |
| Crescent Sterling, Ltd. | 2.41% | Add +3.8% | 4,123 | $2.3M |
| Transatlantique Private Wealth LLC | 0.87% | Reduce -0.4% | 4,040 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +404.4% | 4,035 | $2.3M |
| Revolve Wealth Partners, LLC | 0.34% | Reduce -0.3% | 4,023 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -0.9% | 4,007 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +90.7% | 3,989 | $2.3M |
| Soltis Investment Advisors LLC | 0.21% | Add +0.7% | 3,987 | $2.3M |
| Private Trust Co. NA | 0.23% | Add +3.5% | 3,981 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.6% | 3,925 | $2.2M |
| International Assets Investment Management, LLC | 0.19% | Add +3.0% | 3,928 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Add +0.6% | 3,757 | $2.2M |
| Cambridge Advisors Inc. | 0.49% | No change | 3,874 | $2.2M |
| Intelligent Financial Strategies | 1.22% | Reduce -0.3% | 3,846 | $2.2M |
| Moloney Securities Asset Management, LLC | 0.30% | Add +1.3% | 3,837 | $2.2M |
| TD Private Client Wealth LLC | 0.06% | Add +1.8% | 3,837 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.63% | Reduce -0.4% | 3,836 | $2.2M |
| Caprock Group, LLC | 0.07% | No change | 3,819 | $2.2M |
| Lionsbridge Wealth Management LLC | 1.83% | Reduce -6.3% | 3,822 | $2.2M |
| Glaxis Capital Management, LLC | 5.99% | New | 3,800 | $2.2M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +4.2% | 3,780 | $2.2M |
| Park Capital Management, LLC / WI | 2.57% | — | 3,766 | $2.1M |
| Clientfirst Wealth Management, LLC | 2.16% | — | 3,741 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Add +45.7% | 3,731 | $2.1M |
| Trust Point Inc. | 0.15% | Add +547.3% | 3,709 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.82% | Reduce -1.5% | 3,709 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +2.3% | 3,685 | $2.1M |
| Lindbrook Capital, LLC | 0.19% | No change | 3,681 | $2.1M |
| Symmetry Investments LP | 0.13% | New | 3,672 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | Reduce -17.9% | 3,672 | $2.1M |
| Old Second National Bank of Aurora | 0.47% | Reduce -1.7% | 3,666 | $2.1M |
| Becker Capital Management Inc. | 0.07% | Reduce -2.9% | 3,644 | $2.1M |
| Quantum Private Wealth, LLC | 0.67% | No change | 3,655 | $2.1M |
| Blue Fin Capital, Inc. | 0.37% | Add +1.4% | 3,559 | $2.0M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -0.7% | 3,556 | $2.0M |
| NorthRock Partners, LLC | 0.07% | Reduce -6.0% | 3,511 | $2.0M |
| ExodusPoint Capital Management, LP | 0.02% | New | 3,489 | $2.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.50% | Reduce -1.1% | 3,477 | $2.0M |
| Meridian Financial Advisors, LLC | 1.36% | Reduce -4.5% | 3,448 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -4.7% | 3,374 | $1.9M |
| Gridiron Partners, LLC | 1.22% | No change | 3,373 | $1.9M |
| Investment Advisory Group, LLC | 0.64% | Reduce -2.5% | 3,359 | $1.9M |
| Scotia Capital Inc. | 0.01% | Reduce -6.0% | 3,353 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.44% | Reduce -6.4% | 3,328 | $1.9M |
| Summit Wealth Partners, LLC | 0.39% | Reduce -48.7% | 3,326 | $1.9M |
| CWS Financial Advisors, LLC | 0.61% | New | 3,319 | $1.9M |
| GenTrust, LLC | 0.08% | Reduce -2.2% | 3,298 | $1.9M |
| Embree Financial Group | 0.32% | Reduce -4.2% | 3,298 | $1.9M |
| Farrow Financial, Inc. | 1.21% | Reduce -0.2% | 3,289 | $1.9M |
| Tsfg, LLC | 0.38% | Reduce -0.6% | 3,280 | $1.9M |
| EWG Elevate Inc. | 0.57% | New | 3,270 | $1.9M |
| Aspiriant, LLC | 0.07% | No change | 3,221 | $1.8M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -2.1% | 3,214 | $1.8M |
| AlTi Global, Inc. | 0.04% | Add +5.8% | 3,178 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.12% | No change | 3,192 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -4.1% | 3,151 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Reduce -7.6% | 3,142 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.79% | Reduce -5.8% | 3,138 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -92.5% | 3,133 | $1.8M |
| HUB Investment Partners, LLC | 0.07% | Add +431.8% | 3,079 | $1.8M |
| Harvest Investment Services, LLC | 0.43% | Reduce -1.4% | 3,070 | $1.7M |
| Darrow Company, Inc. | 1.01% | Reduce -2.1% | 3,057 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -4.7% | 3,054 | $1.7M |
| Northwest Bancshares, Inc. | 0.32% | Reduce -3.2% | 3,023 | $1.7M |
| Black Maple Capital Management LP | 1.30% | New | 3,000 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.12% | Reduce -2.5% | 2,990 | $1.7M |
| SlateStone Wealth, LLC | 0.17% | Reduce -86.8% | 2,985 | $1.7M |
| Compass Wealth Management LLC | 0.41% | Reduce -6.5% | 2,983 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +26.9% | 2,959 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.42% | No change | 2,958 | $1.7M |
| Aspen Investment Management Inc | 0.78% | Add +28.8% | 2,945 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.11% | New | 2,902 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.5% | 2,871 | $1.6M |
| Millstone Evans Group, LLC | 1.11% | — | 2,863 | $1.6M |
| Kelman-Lazarov, Inc. | 0.29% | Reduce -15.1% | 2,858 | $1.6M |
| Jordan Park Group LLC | 0.12% | Reduce -57.2% | 2,850 | $1.6M |
| LM Advisors LLC | 0.29% | Add +25.6% | 2,829 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +0.3% | 2,836 | $1.6M |
| Pacific Point Advisors, LLC | 0.98% | — | 2,742 | $1.6M |
| XML Financial, LLC | 0.15% | Reduce -10.4% | 2,828 | $1.6M |
| Hardy Reed LLC | 0.14% | No change | 2,775 | $1.6M |
| Osborne Partners Capital Management, LLC | 0.09% | Add +4.9% | 2,768 | $1.6M |
| Advus Financial Partners, LLC | 0.44% | Reduce -0.1% | 2,767 | $1.6M |
| Edge Financial Advisors LLC | 1.40% | Add +0.2% | 2,751 | $1.6M |
| Harbor Advisory Corp. | 0.51% | No change | 2,743 | $1.6M |
| GEM Asset Management, LLC | 0.86% | No change | 2,724 | $1.6M |
| Parallax Volatility Advisers, L.P. | 0.04% | New | 2,707 | $1.5M |
| Topsail Wealth Management, LLC | 0.33% | — | 2,706 | $1.5M |
| SK Wealth Management, LLC | 0.78% | No change | 2,704 | $1.5M |
| Marble Harbor Investment Counsel, LLC | 0.17% | Add +3.9% | 2,700 | $1.5M |
| TCTC Holdings, LLC | 0.05% | No change | 2,686 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +6.3% | 2,681 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +116.1% | 2,667 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +116.1% | 2,667 | $1.5M |
| ARK & TLK Investments, LLC | 0.53% | Add +6.6% | 2,665 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -62.7% | 2,651 | $1.5M |
| Disciplined Investments, LLC | 0.74% | Add +0.9% | 2,648 | $1.5M |
| High Falls Advisors, Inc | 0.35% | No change | 2,638 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -4.0% | 2,632 | $1.5M |
| Zions Bancorporation, N.A. | 0.09% | Add +1.4% | 2,625 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.58% | — | 2,624 | $1.5M |
| Coyle Financial Counsel LLC | 0.46% | Reduce -6.5% | 2,578 | $1.5M |
| Cary Street Partners Financial LLC | 0.05% | — | 2,576 | $1.5M |
| Essex Financial Services, Inc. | 0.10% | Add +3.9% | 2,574 | $1.5M |
| Fiducient Advisors LLC | 0.18% | Reduce -0.7% | 2,571 | $1.5M |
| Equitable Trust Co. | 0.08% | New | 2,560 | $1.5M |
| CW Advisors, LLC | 0.02% | Add +114.2% | 2,551 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -17.2% | 2,552 | $1.5M |
| ARS Investment Partners, LLC | 0.13% | Add +1.2% | 2,535 | $1.4M |
| Manchester Capital Management LLC | 0.17% | No change | 2,528 | $1.4M |
| Sunbeam Capital Management, LLC | 1.33% | — | 2,514 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 0.75% | Reduce -2.3% | 2,518 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -1.1% | 2,517 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.18% | Reduce -0.9% | 2,504 | $1.4M |
| Sunflower Bank, N.A. | 0.40% | Reduce -14.9% | 2,501 | $1.4M |
| Olde Wealth Management, LLC | 0.51% | No change | 2,500 | $1.4M |
| Tudor Financial Inc. | 0.83% | Add +1.0% | 2,496 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -39.5% | 2,493 | $1.4M |
| Choate Investment Advisors | 0.03% | Add +41.0% | 2,487 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +2.5% | 2,475 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.34% | Add +7.8% | 2,409 | $1.4M |
| Spire Wealth Management | 0.04% | Reduce -0.8% | 2,462 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +7.2% | 2,450 | $1.4M |
| Middleton & Co. Inc. | 0.15% | Reduce -0.4% | 2,436 | $1.4M |
| Rothschild Wealth LLC | 0.40% | Reduce -97.6% | 2,430 | $1.4M |
| Larson Financial Group LLC | 0.07% | Add +2.0% | 2,423 | $1.4M |
| Montecito Bank & Trust | 0.24% | No change | 2,414 | $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 |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -0.0% | 2,370 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -3.4% | 2,368 | $1.3M |
| Braun Stacey Associates Inc. | 0.05% | Reduce -3.8% | 2,362 | $1.3M |
| American Capital Advisory, LLC | 0.74% | Add +11.4% | 2,354 | $1.3M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -7.0% | 2,350 | $1.3M |
| Jennison Associates LLC | 0.00% | Add +34.8% | 2,309 | $1.3M |
| Beacon Bridge Wealth Partners, LLC | 0.56% | Reduce -1.5% | 2,301 | $1.3M |
| Summit Trail Advisors, LLC | 0.05% | Add +8.1% | 2,274 | $1.3M |
| Allred Capital Management, LLC | 0.50% | No change | 2,263 | $1.3M |
| Warner Financial, Inc. | 0.55% | Add +1.8% | 2,260 | $1.3M |
| SOA Wealth Advisors, LLC. | 0.24% | Reduce -7.8% | 2,251 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -4.6% | 2,248 | $1.3M |
| Howe & Rusling Inc. | 0.11% | No change | 2,242 | $1.3M |
| Kennebec Savings Bank | 1.28% | Reduce -5.8% | 2,236 | $1.3M |
| Zhang Financial LLC | 0.07% | No change | 2,224 | $1.3M |
| Lyell Wealth Management, LP | 0.11% | Add +4.2% | 2,217 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -4.5% | 2,214 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -1.0% | 2,213 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | Add +6.8% | 2,197 | $1.3M |
| Gryphon Financial Partners LLC | 0.18% | Add +3.1% | 2,165 | $1.2M |
| Roberts Glore & Co. Inc. | 0.36% | Add +0.8% | 2,156 | $1.2M |
| Bear Mountain Capital, Inc. | 0.47% | No change | 2,019 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.2% | 2,120 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +46.0% | 2,112 | $1.2M |
| TruWealth Advisors, LLC | 0.07% | Reduce -7.3% | 2,101 | $1.2M |
| Taylor Financial Group, Inc. | 0.83% | No change | 2,099 | $1.2M |
| Emprise Bank | 0.67% | Reduce -13.7% | 2,096 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.09% | Reduce -0.2% | 2,095 | $1.2M |
| Runnymede Capital Advisors, Inc. | 1.04% | — | 2,092 | $1.2M |
| Frisch Financial Group, Inc. | 0.36% | Reduce -2.1% | 2,084 | $1.2M |
| Sage Mountain Advisors LLC | 0.09% | Add +75.5% | 2,088 | $1.2M |
| Financial Partners Group, LLC | 0.49% | Reduce -5.4% | 2,088 | $1.2M |
| Bank of Hawaii | 0.07% | No change | 2,087 | $1.2M |
| AlphaStar Capital Management, LLC | 0.12% | Add +7.9% | 2,082 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.42% | No change | 2,051 | $1.2M |
| SOL Capital Management CO | 0.13% | Add +0.2% | 2,073 | $1.2M |
| Founders Financial Securities LLC | 0.11% | Add +0.1% | 2,058 | $1.2M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 2,048 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.4% | 2,043 | $1.2M |
| Brighton Jones LLC | 0.03% | Add +12.6% | 2,040 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | No change | 2,034 | $1.2M |
| Pacific Financial Group Inc. | 0.86% | Reduce -0.9% | 2,032 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.09% | No change | 2,032 | $1.2M |
| Marion Wealth Management | 0.31% | Add +0.1% | 2,031 | $1.2M |
| Horizon Investments, LLC | 0.03% | Reduce -0.3% | 2,028 | $1.2M |
| Independent Advisor Alliance | 0.02% | New | 2,016 | $1.1M |
| CX Institutional | 0.05% | Reduce -14.1% | 2,009 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -10.3% | 2,004 | $1.1M |
| Capital Planning Advisors, LLC | 0.18% | Reduce -40.7% | 2,000 | $1.1M |
| SkyView Investment Advisors, LLC | 0.18% | No change | 2,000 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +307.8% | 1,998 | $1.1M |
| Gen-Wealth Partners Inc | 0.49% | Add +3.1% | 1,995 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +5.8% | 1,989 | $1.1M |
| NCM Capital Management, LLC | 0.51% | No change | 1,988 | $1.1M |
| Bill Few Associates, Inc. | 0.40% | No change | 1,988 | $1.1M |
| Burling Wealth Partners, LLC | 0.23% | — | 1,979 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.07% | No change | 1,960 | $1.1M |
| Glassman Wealth Services | 0.19% | No change | 1,955 | $1.1M |
| Evanson Asset Management, LLC | 0.08% | Add +0.2% | 1,952 | $1.1M |
| Forza Wealth Management, LLC | 0.51% | No change | 1,950 | $1.1M |
| Maltin Wealth Management, Inc. | 0.55% | Add +0.2% | 1,948 | $1.1M |
| Wealth Watch Advisors, INC | 0.69% | — | 1,945 | $1.1M |
| White Pine Capital LLC | 0.37% | Reduce -2.6% | 1,938 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.25% | Reduce -4.0% | 1,910 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 1,906 | $1.1M |
| Tompkins Financial Corp. | 0.10% | No change | 1,904 | $1.1M |
| Sfm, LLC | 0.76% | Reduce -0.1% | 1,894 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +12.9% | 1,889 | $1.1M |
| Private Wealth Group, LLC | 0.53% | No change | 1,887 | $1.1M |
| Elevation Wealth Partners, LLC | 0.45% | Add +0.3% | 1,879 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | Reduce -0.5% | 1,870 | $1.1M |
| Bremer Bank National Association | 0.21% | Add +29.3% | 1,858 | $1.1M |
| Beacon Financial Advisory LLC | 0.34% | Add +0.2% | 1,852 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +2.3% | 1,840 | $1.1M |
| Sebold Capital Management, Inc. | 0.70% | No change | 1,828 | $1.0M |
| Arthur M. Cohen & Associates, LLC | 0.18% | Add +0.1% | 1,825 | $1.0M |
| Cadence Bank | 0.07% | Add +4.4% | 1,818 | $1.0M |
| Sovereign Financial Group, Inc. | 0.24% | Add +0.1% | 1,815 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.19% | No change | 1,790 | $1.0M |
| Dana Investment Advisors, Inc. | 0.03% | Add +0.1% | 1,775 | $1.0M |
| Nemes Rush Group LLC | 0.12% | Add +5.5% | 1,770 | $1.0M |
| Spectrum Wealth Counsel, LLC | 0.12% | No change | 1,767 | $1.0M |
| Peterson Wealth Management | 0.60% | Add +3.8% | 1,756 | $1.0M |
| Wood Tarver Financial Group, LLC | 0.33% | — | 1,755 | $999K |
| Carolinas Wealth Consulting LLC | 0.20% | Add +0.1% | 1,739 | $994K |
| Parsons Capital Management Inc. | 0.05% | Reduce -1.8% | 1,740 | $991K |
| Lynch & Associates | 0.21% | No change | 1,740 | $991K |
| Moors & Cabot, Inc. | 0.05% | Add +2.4% | 1,725 | $983K |
| Fiera Capital Corp | 0.00% | No change | 1,725 | $983K |
| Strategic Advisors LLC | 0.18% | Reduce -3.9% | 1,720 | $980K |
| Sachetta, LLC | 0.38% | Add +0.1% | 1,702 | $969K |
| M. Kraus & Co | 0.29% | No change | 1,700 | $968K |
| Paragon Capital Management Ltd | 0.19% | No change | 1,700 | $968K |
| Seeds Investor LLC | 0.28% | Add +27.2% | 1,698 | $967K |
| LCNB Corp. | 0.35% | Reduce -2.6% | 1,695 | $965K |
| AE Wealth Management LLC | 0.01% | Reduce -4.9% | 1,690 | $963K |
| Old North State Trust, LLC | 0.61% | Reduce -2.9% | 1,671 | $952K |
| Legacy Private Trust Co. | 0.06% | No change | 1,666 | $949K |
| Quadrant Capital Group LLC | 0.06% | Add +0.1% | 1,652 | $941K |
| Journey Advisory Group, LLC | 0.11% | No change | 1,756 | $940K |
| Tritonpoint Wealth, LLC | 0.08% | Add +4.0% | 1,638 | $936K |
| Carrera Capital Advisors | 0.22% | Add +10.0% | 1,637 | $936K |
| Prosperity Planning, Inc. | 0.43% | Reduce -9.1% | 1,643 | $936K |
| Adero Partners, LLC | 0.06% | No change | 1,642 | $935K |
| Orgel Wealth Management, LLC | 0.02% | Add +1.9% | 1,637 | $932K |
| Quantinno Capital Management LP | 0.01% | New | 1,636 | $932K |
| TrinityPoint Wealth, LLC | 0.13% | Add +2.8% | 1,613 | $919K |
| Gator Capital Management, LLC | 0.35% | Reduce -0.3% | 1,611 | $918K |
| Stephens Inc. | 0.01% | Add +26.9% | 1,601 | $912K |
| Rockland Trust Co. | 0.05% | Reduce -1.7% | 1,601 | $912K |
| Greystone Financial Group, LLC | 0.16% | Add +96.0% | 1,599 | $911K |
| FF Advisors,LLC | 0.62% | Reduce -17.7% | 1,515 | $908K |
| Long Road Investment Counsel, LLC | 0.37% | No change | 1,590 | $906K |
| Acorn Wealth Advisors, LLC | 0.37% | Reduce -0.1% | 1,571 | $895K |
| Accredited Investors Inc. | 0.05% | Reduce -2.6% | 1,566 | $892K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +0.7% | 1,566 | $892K |
| Fortress Private Ledger, LLC | 0.54% | — | 1,565 | $891K |
| RTD Financial Advisors, Inc. | 0.11% | No change | 1,560 | $889K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -3.1% | 1,554 | $885K |
| Compound Planning, Inc. | 0.04% | Add +90.5% | 1,551 | $883K |
| Blackston Financial Advisory Group, LLC | 0.44% | Reduce -3.0% | 1,548 | $882K |
| VeraBank, N.A. | 0.25% | No change | 1,545 | $880K |
| Up Strategic Wealth Investment Advisors LLC | 0.88% | No change | 1,537 | $875K |
| American Money Management, LLC | 0.17% | No change | 1,534 | $874K |
| Cascade Financial Partners, LLC | 0.11% | No change | 1,525 | $869K |
| Congress Asset Management Co. | 0.01% | Add +214.3% | 1,521 | $866K |
| Clarendon Private LLC | 0.90% | — | 1,504 | $857K |
| Townsquare Capital LLC | 0.01% | Add +12.8% | 1,504 | $857K |
| Howland Capital Management LLC | 0.04% | Reduce -6.3% | 1,497 | $856K |
| Vista Investment Management | 0.32% | Reduce -0.7% | 1,502 | $856K |
| Retirement Capital Strategies | 0.32% | No change | 1,502 | $856K |
| Pettinga Financial Advisors LLC | 0.19% | Add +7.1% | 1,501 | $855K |
| General Partner, Inc. | 0.51% | No change | 1,484 | $845K |
| Providence First Trust Co | 0.32% | Reduce -47.6% | 1,483 | $845K |
| DRW Securities, LLC | 0.06% | Reduce -69.4% | 1,477 | $841K |
| OneAscent Financial Services LLC | 0.07% | New | 1,471 | $838K |
| Procyon Advisors, LLC | 0.05% | No change | 1,470 | $837K |
| Andrews, Lucia Wealth Management LLC | 0.56% | Add +0.1% | 1,470 | $837K |
| Rialto Wealth Management, LLC | 0.28% | — | 1,467 | $836K |
| MontVue Capital Management, Inc. | 0.64% | No change | 1,463 | $833K |
| Cornerstone Wealth Management, LLC | 0.06% | No change | 1,453 | $828K |
| M3 Advisory Group, LLC | 0.59% | Add +5.9% | 1,452 | $827K |
| Petix & Botte Co | 0.22% | No change | 1,450 | $826K |
| Omega Financial Group, LLC | 0.31% | Reduce -0.4% | 1,450 | $826K |
| Aptus Capital Advisors, LLC | 0.01% | Add +154.1% | 1,446 | $826K |
| BigSur Wealth Management LLC | 0.24% | No change | 1,440 | $823K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.2% | 1,445 | $823K |
| CCG Wealth Management, LLC | 0.46% | No change | 1,437 | $818K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -2.3% | 1,435 | $817K |
| Belpointe Asset Management LLC | 0.05% | Reduce -31.4% | 1,440 | $814K |
| Clarius Group, LLC | 0.06% | No change | 1,426 | $812K |
| Squarepoint Ops LLC | 0.00% | New | 1,420 | $809K |
| BankPlus Trust Department | 0.26% | — | 1,414 | $805K |
| Berkshire Money Management, Inc. | 0.09% | New | 1,405 | $800K |
| First City Capital Management, Inc. | 0.42% | Add +54.6% | 1,402 | $799K |
| Lam Group, Inc. | 0.57% | No change | 1,400 | $797K |
| Bell Bank | 0.06% | Reduce -5.9% | 1,398 | $796K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.2% | 1,397 | $796K |
| Tennessee Valley Asset Management Partners | 0.13% | Reduce -3.0% | 1,395 | $795K |
| Quadrant Private Wealth Management, LLC | 0.20% | Add +0.1% | 1,389 | $794K |
| Sawgrass Asset Management LLC | 0.09% | Reduce -15.8% | 1,393 | $793K |
| Leisure Capital Management | 0.31% | No change | 1,390 | $792K |
| Viawealth, LLC | 0.47% | No change | 1,380 | $786K |
| Fca Corp. | 0.25% | No change | 1,380 | $786K |
| Blue Barn Wealth, LLC | 0.41% | Reduce -0.7% | 1,378 | $785K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.0% | 1,376 | $784K |
| Headlands Technologies LLC | 0.08% | New | 1,373 | $782K |
| McGuire Investment Group, LLC | 0.11% | No change | 1,371 | $781K |
| Nwam LLC | 0.05% | Reduce -38.9% | 1,370 | $781K |
| Harmony Asset Management LLC | 0.31% | Add +11.4% | 1,369 | $780K |
| Arkadios Wealth Advisors | 0.04% | Add +4.8% | 1,368 | $779K |
| Holistic Financial Partners | 0.39% | Reduce -0.1% | 1,367 | $778K |
| Round Rock Advisors LLC | 0.16% | No change | 1,362 | $776K |
| STAR Financial Bank | 0.55% | Reduce -4.9% | 1,349 | $768K |
| L.M. Kohn & Company | 0.20% | Reduce -1.8% | 1,345 | $766K |
| Samalin Investment Counsel, LLC | 0.33% | Add +2.7% | 1,343 | $765K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 1,341 | $764K |
| Peak Planning Group, LLC | 0.32% | Reduce -8.7% | 1,340 | $763K |
| Venture Visionary Partners LLC | 0.03% | No change | 1,333 | $759K |
| Panoramic Capital Partners, LLC | 0.67% | — | 1,331 | $758K |
| Stanich Group LLC | 0.56% | — | 1,311 | $747K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 1,307 | $744K |
| Fiduciary Alliance LLC | 0.08% | Reduce -1.9% | 1,304 | $743K |
| Schrum Private Wealth Management LLC | 0.63% | New | 1,298 | $740K |
| Truepoint, Inc. | 0.02% | No change | 1,291 | $735K |
| One Capital Management, LLC | 0.02% | Reduce -0.5% | 1,280 | $729K |
| Seelaus Asset Management LLC | 0.68% | No change | 1,279 | $728K |
| WealthPLAN Partners, LLC | 0.10% | Add +1.0% | 1,276 | $727K |
| Grey Ledge Advisors, LLC | 0.19% | No change | 1,275 | $726K |
| Triumph Capital Management | 0.25% | Reduce -30.0% | 1,270 | $723K |
| Park National Corp. | 0.03% | No change | 1,270 | $723K |
| TCI Wealth Advisors, Inc. | 0.06% | No change | 1,268 | $722K |
| City National Bank of Florida | 0.66% | — | 1,264 | $720K |
| Simplicity Wealth,LLC | 0.15% | Reduce -0.5% | 1,264 | $720K |
| Ellerson Group Inc. | 0.52% | No change | 1,262 | $719K |
| Avalon Trust Co | 0.05% | No change | 1,254 | $714K |
| Nicolet Bankshares Inc. | 0.14% | Add +4.4% | 1,252 | $713K |
| Single Point Partners, LLC | 0.16% | No change | 1,248 | $711K |
| Nicollet Investment Management, Inc. | 0.24% | No change | 1,245 | $709K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $708K |
| E&G Advisors, LLC | 0.19% | New | 1,237 | $705K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +14.5% | 1,205 | $704K |
| Kaydan Wealth Management, Inc. | 0.23% | Add +0.6% | 1,236 | $704K |
| Hohimer Wealth Management, LLC | 0.13% | Add +2.8% | 1,235 | $703K |
| Red Door Wealth Management, LLC | 0.11% | Reduce -7.2% | 1,233 | $702K |
| Urban Financial Advisory Corp | 0.39% | Add +0.3% | 1,233 | $702K |
| Crown Wealth Group, LLC | 0.29% | New | 1,231 | $701K |
| HM Payson & Co. | 0.01% | Reduce -10.6% | 1,228 | $699K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 1,228 | $699K |
| L & S Advisors Inc | 0.09% | Reduce -3.3% | 1,227 | $699K |
| Kanawha Capital Management LLC | 0.05% | Reduce -5.3% | 1,224 | $697K |
| Smithfield Trust Co | 0.03% | No change | 1,219 | $695K |
| Simon Quick Advisors, LLC | 0.04% | No change | 1,219 | $694K |
| BLB&B Advisors, LLC | 0.04% | Reduce -0.3% | 1,219 | $694K |
| Jacksonville Wealth Management, LLC | 0.64% | — | 1,208 | $688K |
| CGN Advisors LLC | 0.07% | No change | 1,205 | $686K |
| Trust Co. of Vermont | 0.03% | No change | 1,200 | $683K |
| Sanders Morris Harris LLC | 0.10% | Reduce -6.5% | 1,192 | $682K |
| Apella Capital, LLC | 0.03% | Add +5.5% | 1,196 | $681K |
| Corsair Capital Management, L.P. | 0.15% | No change | 1,196 | $681K |
| WBH Advisory Inc. | 0.06% | Add +0.1% | 1,194 | $680K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 1,191 | $678K |
| River Wealth Advisors LLC | 0.09% | Reduce -8.1% | 1,190 | $678K |
| Thrive Wealth Management, LLC | 0.12% | New | 1,183 | $674K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -13.0% | 1,182 | $673K |
| Western Wealth Management, LLC | 0.04% | No change | 1,177 | $670K |
| Evoke Wealth, LLC | 0.02% | No change | 1,152 | $658K |
| Pacific Sun Financial Corp | 0.36% | No change | 1,150 | $655K |
| Obermeyer Wealth Partners | 0.03% | No change | 1,146 | $653K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $649K |
| McIlrath & Eck, LLC | 0.08% | Reduce -7.7% | 1,139 | $649K |
| Miramar Capital, LLC | 0.15% | No change | 1,135 | $646K |
| New Hampshire Trust | 0.14% | No change | 1,134 | $646K |
| Genesis Wealth Advisors, LLC | 0.56% | — | 1,131 | $644K |
| Moment Partners, LLC | 0.12% | — | 1,123 | $640K |
| BSW Wealth Partners | 0.09% | No change | 1,118 | $637K |
| Fagan Associates, Inc. | 0.10% | No change | 1,116 | $636K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,116 | $636K |
| Level Four Advisory Services, LLC | 0.03% | Add +32.0% | 1,109 | $632K |
| WealthShield Partners, LLC | 0.09% | Add +1.2% | 1,104 | $631K |
| Opulen Financial Group LLC | 0.57% | — | 1,107 | $631K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 1,105 | $629K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +0.6% | 1,103 | $628K |
| Synergy Asset Management, LLC | 0.05% | No change | 1,102 | $628K |
| Advisors Capital Management, LLC | 0.01% | Reduce -5.3% | 1,097 | $625K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.3% | 1,094 | $623K |
| Legacy Trust | 0.14% | Reduce -0.5% | 1,091 | $621K |
| Parkside Financial Bank & Trust | 0.08% | No change | 1,089 | $620K |
| Flynn Zito Capital Management, LLC | 0.29% | No change | 1,087 | $619K |
| FCG Investment Co | 0.38% | Add +5.8% | 1,087 | $619K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -19.2% | 1,087 | $619K |
| HCR Wealth Advisors | 0.08% | No change | 1,079 | $615K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -26.1% | 1,078 | $614K |
| Royal Fund Management, LLC | 0.07% | Reduce -50.5% | 1,075 | $612K |
| Broadview Financial Management, LLC | 0.44% | Reduce -1.1% | 1,071 | $610K |
| Saxon Interests, Inc. | 0.27% | No change | 1,064 | $606K |
| Certified Advisory Corp | 0.07% | Add +7.7% | 1,064 | $606K |
| Quantbot Technologies LP | 0.02% | New | 1,060 | $604K |
| First National Trust Co | 0.02% | Reduce -3.2% | 1,054 | $600K |
| Bleakley Financial Group, LLC | 0.02% | No change | 1,049 | $598K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,047 | $596K |
| Compass Planning Associates Inc | 0.60% | — | 1,043 | $594K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $592K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.5% | 1,039 | $592K |
| Mairs & Power Inc. | 0.01% | Add +23.9% | 1,035 | $590K |
| WorthPointe, LLC | 0.24% | Reduce -6.6% | 1,032 | $588K |
| United Bank | 0.07% | No change | 1,025 | $584K |
| Baxter Bros Inc. | 0.08% | No change | 1,023 | $583K |
| Optivise Advisory Services LLC | 0.31% | Add +33.9% | 1,020 | $581K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.1% | 1,012 | $576K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $574K |
| Plancorp, LLC | 0.02% | Add +3.5% | 1,003 | $571K |
| FWG Holdings, LLC | 0.27% | No change | 977 | $571K |
| Ghe, LLC | 0.23% | No change | 1,000 | $570K |
| Wealth Advisory Solutions, LLC | 0.16% | No change | 1,000 | $570K |
| Hill Investment Group Partners, LLC | 0.08% | No change | 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 |
| Tanager Wealth Management LLP | 0.07% | No change | 988 | $565K |
| Pollock Investment Advisors, LLC | 0.46% | — | 991 | $564K |
| Vishria Bird Financial Group, LLC | 0.20% | Reduce -0.2% | 989 | $563K |
| Berger Financial Group, Inc | 0.04% | Reduce -36.5% | 981 | $559K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.9% | 981 | $559K |
| Appleton Partners Inc. | 0.04% | Reduce -0.4% | 978 | $557K |
| Leo Wealth, LLC | 0.05% | No change | 974 | $555K |
| Mirador Capital Partners LP | 0.10% | Add +6.8% | 971 | $553K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -0.1% | 968 | $551K |
| JNBA Financial Advisors | 0.06% | Reduce -0.5% | 965 | $550K |
| Maren Capital LLC | 0.04% | No change | 964 | $549K |
| TFG Advisers LLC | 0.20% | Add +3.5% | 953 | $543K |
| First Western Trust Bank | 0.03% | No change | 949 | $541K |
| Wealth Alliance, LLC | 0.06% | Add +42.4% | 947 | $539K |
| Eagle Global Advisors LLC | 0.02% | Add +14.6% | 945 | $538K |
| Great Lakes Advisors, LLC | 0.00% | No change | 943 | $537K |
| SevenBridge Financial Group, LLC | 0.10% | No change | 917 | $535K |
| Canal Capital Management, LLC | 0.09% | No change | 938 | $534K |
| StoneX Group Inc. | 0.03% | Add +13.8% | 922 | $527K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 925 | $527K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 925 | $527K |
| Arrowroot Family Office, LLC | 0.27% | Reduce -0.8% | 923 | $526K |
| 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 |
| Stablepoint Partners, LLC | 0.10% | Add +1.3% | 911 | $519K |
| Bogart Wealth, LLC | 0.02% | Add +4.1% | 909 | $518K |
| Glenview Trust Co | 0.01% | No change | 906 | $516K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | No change | 905 | $516K |
| Bouchey Financial Group, Ltd. | 0.04% | Add +28.6% | 900 | $514K |
| First PREMIER Bank | 0.13% | No change | 902 | $514K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +4.4% | 901 | $513K |
| Vertex Planning Partners, LLC | 0.11% | No change | 900 | $513K |
| Neumann Capital Management, LLC | 0.17% | No change | 900 | $513K |
| Mission Wealth Management, LP | 0.01% | Add +41.1% | 900 | $513K |
| Eagle Strategies LLC | 0.09% | Add +6.7% | 895 | $510K |
| Creekside Partners | 0.26% | Add +0.2% | 890 | $507K |
| Missouri Trust & Investment Co | 0.18% | Add +12.8% | 881 | $502K |
| Redwood Park Advisors LLC | 0.43% | — | 880 | $501K |
| Valeo Financial Advisors, LLC | 0.01% | Add +16.3% | 879 | $501K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $498K |
| Rovin Capital /Ut/ | 0.18% | No change | 873 | $497K |
| Evernest Financial Advisors, LLC | 0.13% | Reduce -18.7% | 871 | $496K |
| Naviter Wealth, LLC | 0.06% | Add +100.0% | 866 | $495K |
| Abound Financial, LLC | 0.25% | — | 864 | $492K |
| IFP Advisors, Inc | 0.02% | Reduce -86.3% | 861 | $490K |
| Montis Financial, LLC | 0.15% | Reduce -1.5% | 858 | $489K |
| Rockline Wealth Management, LLC | 0.13% | No change | 855 | $487K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -8.3% | 855 | $487K |
| Denver Wealth Management, Inc. | 0.22% | Reduce -0.2% | 854 | $486K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.1% | 852 | $486K |
| Litman Gregory Wealth Management LLC | 0.04% | Reduce -0.6% | 852 | $485K |
| Mathes Company, Inc. | 0.18% | Reduce -73.0% | 850 | $484K |
| Duncker Streett & Co. Inc. | 0.09% | Reduce -28.3% | 849 | $484K |
| Optimum Investment Advisors | 0.21% | No change | 845 | $481K |
| Platform Technology Partners | 0.15% | Add +0.1% | 841 | $479K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 835 | $477K |
| Harbour Investment Management LLC | 0.21% | No change | 833 | $476K |
| Beirne Wealth Consulting Services, LLC | 0.17% | Add +4.2% | 829 | $474K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 830 | $473K |
| Ancora Advisors LLC | 0.01% | Add +5.6% | 827 | $471K |
| McCarthy & Cox | 0.16% | No change | 821 | $468K |
| Seascape Capital Management | 0.16% | No change | 818 | $466K |
| River Street Advisors LLC | 0.24% | Add +3.9% | 818 | $466K |
| Apollon Financial, LLC | 0.12% | Reduce -5.1% | 817 | $465K |
| Titleist Asset Management, LLC | 0.05% | Add +2.4% | 816 | $465K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -0.5% | 814 | $464K |
| Parcion Private Wealth LLC | 0.04% | Reduce -18.1% | 810 | $461K |
| Orleans Capital Management Corp. | 0.26% | No change | 791 | $461K |
| ArborFi Advisors, LLC | 0.46% | — | 807 | $460K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.1% | 804 | $458K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 804 | $458K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 803 | $457K |
| Strategic Financial Concepts, LLC | 0.09% | Add +89.6% | 802 | $457K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $456K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $456K |
| Progressive Investment Management Corp | 0.12% | Reduce -24.4% | 799 | $455K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 799 | $455K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 798 | $455K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $455K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -8.5% | 797 | $454K |
| Maxele Advisors, LLC | 0.43% | — | 790 | $450K |
| Brightwater Advisory LLC | 0.35% | No change | 785 | $447K |
| Intrua Financial, LLC | 0.07% | New | 783 | $446K |
| D. Scott Neal, Inc. | 0.24% | No change | 780 | $446K |
| Summit Place Financial Advisors, LLC | 0.25% | No change | 780 | $444K |
| Founders Grove Wealth Partners, LLC | 0.13% | — | 778 | $443K |
| Signet Financial Management, LLC | 0.06% | Add +61.5% | 775 | $442K |
| PFG Investments, LLC | 0.03% | Add +17.3% | 767 | $437K |
| Ayrshire Capital Management LLC | 0.21% | Add +0.3% | 767 | $437K |
| Objectivity Squared, LLC | 0.30% | Add +0.3% | 771 | $436K |
| Wealth Architects, LLC | 0.05% | No change | 765 | $436K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 762 | $434K |
| Blue Trust, Inc. | 0.01% | Add +4.9% | 754 | $429K |
| Newman Dignan & Sheerar, Inc. | 0.11% | No change | 753 | $429K |
| Lee Danner & Bass Inc. | 0.03% | Add +103.8% | 752 | $428K |
| Elios Financial Group Inc. | 0.20% | Add +5.5% | 749 | $427K |
| Napa Wealth Management | 0.18% | Add +3.0% | 749 | $427K |
| Summit Asset Management, LLC | 0.07% | No change | 748 | $426K |
| Rodgers Brothers Inc. | 0.06% | No change | 748 | $426K |
| Measured Risk Portfolios, Inc. | 0.47% | — | 743 | $423K |
| Pioneer Trust Bank N A | 0.11% | No change | 743 | $423K |
| Cadinha & Co. LLC | 0.07% | Add +49.6% | 742 | $423K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 737 | $421K |
| Apeiron RIA LLC | 0.12% | Add +0.8% | 739 | $421K |
| Scarborough Advisors, LLC | 0.06% | Reduce -11.4% | 736 | $419K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -1.3% | 735 | $419K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -17.0% | 734 | $418K |
| Capital Advisors Inc. | 0.01% | Add +56.0% | 733 | $418K |
| Ardent Capital Management, Inc. | 0.19% | Reduce -6.4% | 730 | $416K |
| John W. Brooker & Co., CPAs | 0.18% | Reduce -0.6% | 729 | $415K |
| Trexquant Investment LP | 0.00% | Reduce -43.3% | 725 | $413K |
| Trail Ridge Investment Advisors, LLC | 0.19% | No change | 719 | $410K |
| Watershed Private Wealth LLC | 0.16% | Reduce -2.0% | 717 | $408K |
| Catalyst Financial Partners LLC | 0.08% | No change | 716 | $408K |
| Commonwealth Financial Services, LLC | 0.08% | Add +1.7% | 715 | $408K |
| JDM Financial Group LLC | 0.21% | No change | 714 | $407K |
| S.A. Mason LLC | 0.21% | No change | 706 | $402K |
| Brand Asset Management Group, Inc. | 0.16% | No change | 705 | $402K |
| US Financial Advisors, LLC | 0.12% | Reduce -2.8% | 705 | $402K |
| Hickory Point Bank & Trust | 0.36% | — | 703 | $400K |
| Black Diamond Financial, LLC | 0.06% | No change | 702 | $400K |
| Aberdeen Wealth Management LLC | 0.27% | No change | 701 | $399K |
| Norden Group LLC | 0.05% | Add +0.3% | 701 | $399K |
| North Star Asset Management Inc. | 0.02% | No change | 700 | $399K |
| Retirement Planning Co of New England, Inc. | 0.19% | Reduce -1.4% | 697 | $397K |
| Carret Asset Management, LLC | 0.04% | No change | 695 | $396K |
| WP Advisors, LLC | 0.13% | Add +2.7% | 694 | $395K |
| Sunpointe, LLC | 0.20% | Add +0.1% | 692 | $395K |
| REDW Wealth LLC | 0.14% | Reduce -13.2% | 693 | $395K |
| Colonial Trust Co / SC | 0.06% | Reduce -7.6% | 691 | $393K |
| Certuity, LLC | 0.04% | Reduce -0.1% | 689 | $392K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +4.2% | 689 | $392K |
| Tyler-Stone Wealth Management | 0.07% | No change | 688 | $392K |
| Seven Mile Advisory | 0.25% | No change | 687 | $391K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 657 | $390K |
| Rise Advisors, LLC | 0.19% | Add +6.6% | 681 | $388K |
| Guyasuta Investment Advisors Inc. | 0.02% | Add +0.1% | 676 | $385K |
| Evolution Wealth Advisors, LLC | 0.06% | New | 675 | $384K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 675 | $384K |
| Orion Capital Management LLC | 0.17% | No change | 674 | $384K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -20.9% | 666 | $381K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 668 | $380K |
| Guidance Point Advisors, LLC | 0.11% | Add +3.9% | 668 | $380K |
| Sapient Capital LLC | 0.01% | Add +8.0% | 661 | $378K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.1% | 660 | $376K |
| First Financial Bankshares Inc | 0.01% | Add +0.5% | 657 | $374K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 656 | $374K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $373K |
| Ledyard National Bank | 0.04% | Reduce -3.4% | 653 | $372K |
| Forum Financial Management, LP | 0.01% | No change | 650 | $370K |
| Ruggaard & Associates LLC | 0.16% | No change | 650 | $370K |
| Dohj, LLC | 0.09% | No change | 650 | $370K |
| Wilkins Investment Counsel Inc. | 0.05% | New | 650 | $370K |
| Monterey Private Wealth, Inc. | 0.12% | No change | 649 | $370K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $367K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -38.5% | 640 | $365K |
| Alpine Global Management, LLC | 0.12% | New | 639 | $364K |
| Lane & Associates LLC | 0.19% | Add +57.3% | 612 | $362K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 635 | $362K |
| Anchor Capital Advisors LLC | 0.01% | No change | 635 | $362K |
| Milestone Asset Management, LLC | 0.08% | Reduce -69.8% | 634 | $361K |
| Visionary Wealth Advisors | 0.02% | Add +7.5% | 633 | $361K |
| CM Wealth Advisors LLC | 0.12% | No change | 629 | $360K |
| XY Planning Network, Inc. | 0.27% | — | 631 | $359K |
| Zacks Investment Management | 0.00% | Add +3.1% | 629 | $358K |
| CRA Financial Services, LLC | 0.06% | No change | 624 | $355K |
| Creative Financial Designs Inc. | 0.03% | Add +23.2% | 622 | $354K |
| Riggs Asset Managment Co. Inc. | 0.09% | No change | 623 | $354K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.5% | 620 | $353K |
| Optima Capital LLC | 0.24% | — | 617 | $353K |
| Impact Capital Partners LLC | 0.13% | — | 619 | $353K |
| Parallel Advisors, LLC | 0.01% | Add +8.8% | 615 | $350K |
| Cortland Associates Inc. | 0.04% | No change | 615 | $350K |
| Principal Securities, Inc. | 0.01% | Add +7.5% | 613 | $349K |
| Signaturefd, LLC | 0.01% | Reduce -1.4% | 611 | $348K |
| Shaker Investments LLC | 0.14% | Add +0.3% | 607 | $346K |
| Rappaport Reiches Capital Management, LLC | 0.09% | No change | 604 | $344K |
| Roehl & Yi Investment Advisors, LLC | 0.19% | — | 603 | $343K |
| Camden National Bank | 0.05% | No change | 603 | $343K |
| SPC Financial, Inc. | 0.03% | Reduce -2.6% | 603 | $343K |
| United Community Bank | 0.13% | No change | 601 | $342K |
| TriaGen Wealth Management LLC | 0.12% | No change | 600 | $342K |
| SkyOak Wealth, LLC | 0.07% | New | 600 | $342K |
| SYM FINANCIAL Corp | 0.04% | No change | 600 | $342K |
| Benjamin Edwards Inc. | 0.00% | No change | 600 | $342K |
| Aspen Grove Capital, LLC | 0.07% | New | 591 | $338K |
| Avior Wealth Management, LLC | 0.01% | Add +24.3% | 593 | $338K |
| Novare Capital Management LLC | 0.03% | No change | 591 | $337K |
| Well Done, LLC | 0.06% | No change | 590 | $336K |
| Contravisory Investment Management, Inc. | 0.07% | Add +125.2% | 590 | $336K |
| Berkeley, Inc | 0.17% | Reduce -50.0% | 586 | $334K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 575 | $329K |
| Members Wealth LLC | 0.24% | — | 566 | $328K |
| Heritage Investment Group, Inc. | 0.06% | No change | 575 | $328K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 576 | $327K |
| Dividend Assets Capital, LLC | 0.06% | No change | 571 | $325K |
| Northeast Planning Associates, Inc. / NH / | 0.34% | — | 570 | $325K |
| Paragon Capital Management LLC | 0.17% | No change | 570 | $325K |
| Huntleigh Advisors, Inc. | 0.07% | — | 570 | $325K |
| Investment Partners, LTD. | 0.13% | No change | 568 | $324K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -34.7% | 565 | $322K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 564 | $321K |
| NWF Advisory Services Inc. | 0.05% | Reduce -0.2% | 561 | $321K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.5% | 563 | $321K |
| Toth Financial Advisory Corp. | 0.04% | Add +156.2% | 561 | $320K |
| Alpha Zero LLC | 0.24% | — | 560 | $319K |
| Avity Investment Management Inc. | 0.03% | No change | 560 | $319K |
| Coordinated Financial Services, Inc. | 0.25% | — | 560 | $319K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 559 | $318K |
| TD Asset Management Inc | 0.00% | Add +3.1% | 559 | $318K |
| Greenup Street Wealth Management LLC | 0.06% | No change | 557 | $317K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.7% | 556 | $317K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 555 | $316K |
| Flagship Private Wealth, LLC | 0.15% | Reduce -9.5% | 550 | $313K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $313K |
| Clarus Wealth Advisors | 0.16% | Reduce -2.3% | 546 | $312K |
| Thompson Davis & Co., Inc. | 0.20% | Reduce -6.7% | 547 | $312K |
| Annex Advisory Services, LLC | 0.01% | New | 546 | $311K |
| First Foundation Advisors | 0.01% | Add +0.2% | 545 | $310K |
| Heritage Trust Co | 0.04% | — | 544 | $310K |
| HTLF Bank | 0.04% | Reduce -0.6% | 543 | $309K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | New | 541 | $308K |
| Arcadia Investment Management Corp. | 0.05% | No change | 540 | $308K |
| Financial Council, LLC | 0.16% | Add +13.9% | 539 | $307K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | No change | 535 | $305K |
| Evergreen Capital Management LLC | 0.01% | No change | 533 | $305K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +662.9% | 534 | $304K |
| Parker Investment Management, LLC | 0.05% | New | 530 | $302K |
| Heritage Wealth Partners, LLC | 0.38% | Add +0.2% | 527 | $300K |
| Washington Trust Bank | 0.03% | New | 526 | $300K |
| Empower Advisory Group, LLC | 0.00% | No change | 526 | $299K |
| Asset Planning Corporation | 0.19% | No change | 525 | $299K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 523 | $298K |
| Bangor Savings Bank | 0.03% | Add +46.1% | 523 | $298K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.4% | 523 | $298K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $297K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -3.3% | 521 | $297K |
| Wedmont Private Capital | 0.02% | No change | 524 | $296K |
| Granite Harbor Advisors, Inc. | 0.16% | No change | 520 | $296K |
| Pinnacle Bancorp, Inc. | 0.10% | No change | 520 | $296K |
| JSF Financial, LLC | 0.08% | No change | 517 | $295K |
| Medallion Wealth Advisors, LLC | 0.15% | — | 516 | $294K |
| Libra Wealth LLC | 0.11% | No change | 515 | $293K |
| Northeast Financial Consultants Inc | 0.01% | No change | 513 | $292K |
| Fermata Advisors, LLC | 0.05% | No change | 510 | $291K |
| Kwmg, LLC | 0.03% | No change | 508 | $289K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +4.8% | 506 | $288K |
| Bar Harbor Wealth Management | 0.02% | Reduce -26.4% | 504 | $287K |
| Aerodigm Wealth, LLC | 0.17% | No change | 503 | $286K |
| Investment Research & Advisory Group, Inc. | 0.12% | Reduce -40.6% | 503 | $286K |
| Index Fund Advisors, Inc. | 0.02% | No change | 503 | $286K |
| Betterment LLC | 0.00% | Add +17.6% | 502 | $286K |
| Finivi Inc. | 0.23% | New | 502 | $286K |
| Keel Point, LLC | 0.02% | Add +34.6% | 502 | $286K |
| 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 |
| Mendel Money Management | 0.13% | Reduce -4.6% | 499 | $284K |
| 2UniFi Bank | 0.19% | — | 496 | $283K |
| Wambolt & Associates, LLC | 0.09% | No change | 496 | $283K |
| Marcum Wealth, LLC | 0.02% | Reduce -0.6% | 496 | $283K |
| Apexium Financial, LP | 0.02% | Reduce -1.0% | 496 | $283K |
| Allegheny Financial Group | 0.07% | Add +2.3% | 494 | $282K |
| MRA Advisory Group | 0.15% | No change | 494 | $281K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 493 | $281K |
| Davies Financial Advisors, Inc. | 0.24% | Reduce -7.5% | 492 | $280K |
| Burney Co./ | 0.01% | No change | 490 | $279K |
| Bfsg, LLC | 0.03% | No change | 485 | $276K |
| Cypress Wealth Services, LLC | 0.06% | No change | 485 | $276K |
| Lantern Wealth Advisors, LLC | 0.18% | Add +0.2% | 478 | $273K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 478 | $272K |
| RiverFront Investment Group, LLC | 0.01% | New | 477 | $272K |
| Maryland Capital Advisors Inc. | 0.13% | Reduce -3.0% | 476 | $271K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $271K |
| IHT Wealth Management, LLC | 0.01% | Reduce -52.0% | 475 | $271K |
| Citizens Business Bank | 0.06% | No change | 475 | $271K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 2,012 | $270K |
| Empirical Asset Management, LLC | 0.09% | Add +2.2% | 474 | $270K |
| Napatree Capital LLC | 0.16% | Add +12.4% | 472 | $269K |
| CapWealth Advisors, LLC | 0.03% | No change | 471 | $268K |
| PDS Planning, Inc | 0.02% | Reduce -0.6% | 471 | $268K |
| CenterStar Asset Management, LLC | 0.59% | New | 470 | $268K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.2% | 470 | $267K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -3.1% | 469 | $267K |
| Tradition Wealth Management, LLC | 0.02% | No change | 466 | $266K |
| WealthTrust Axiom LLC | 0.08% | Add +0.2% | 466 | $265K |
| Resources Management Corp. /CT/ | 0.04% | Reduce -14.7% | 466 | $265K |
| Isthmus Partners, LLC | 0.03% | No change | 465 | $265K |
| Bensler, LLC | 0.03% | No change | 465 | $265K |
| Windsor Capital Management, LLC | 0.08% | Reduce -7.4% | 464 | $265K |
| Lewis Asset Management, LLC | 0.20% | Add +0.2% | 464 | $265K |
| Root Financial Partners, LLC | 0.03% | No change | 464 | $264K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -18.8% | 459 | $262K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $262K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 460 | $262K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +23.1% | 459 | $261K |
| Alpha Cubed Investments, LLC | 0.01% | New | 459 | $261K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -5.2% | 456 | $260K |
| Everpar Advisors LLC | 0.13% | New | 455 | $259K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -2.4% | 455 | $259K |
| FSM Wealth Advisors, LLC | 0.06% | No change | 439 | $258K |
| Towne Trust Company, N.A | 0.09% | New | 452 | $257K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -12.6% | 451 | $257K |
| Alkeme Wealth, LLC | 0.12% | No change | 450 | $256K |
| Gateway Wealth Partners, LLC | 0.07% | No change | 450 | $256K |
| Westside Investment Management, Inc. | 0.05% | No change | 450 | $256K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 426 | $256K |
| Arete Wealth Advisors, LLC | 0.02% | Add +6.2% | 449 | $256K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $255K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 448 | $255K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 445 | $255K |
| Excalibur Management Corp. | 0.10% | No change | 447 | $255K |
| First Pacific Financial | 0.06% | Reduce -4.1% | 446 | $254K |
| Patten & Patten Inc. | 0.02% | No change | 445 | $253K |
| Aquire Wealth Advisors, LLC | 0.08% | No change | 444 | $253K |
| Retirement Planning Group, LLC | 0.01% | No change | 444 | $253K |
| Oder Investment Management, LLC | 0.21% | No change | 443 | $252K |
| SouthState Bank Corp | 0.02% | No change | 440 | $251K |
| Heritage Wealth Management, Inc. | 0.08% | Add +6.3% | 440 | $250K |
| William Mack & Associates, Inc. | 0.26% | — | 431 | $245K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 426 | $245K |
| Van Strum & Towne Inc. | 0.09% | No change | 430 | $245K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.9% | 429 | $244K |
| Broadway Wealth Solutions, Inc. | 0.18% | — | 427 | $243K |
| Founders Financial Alliance, LLC | 0.07% | No change | 427 | $243K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $242K |
| Cookson Peirce & Co. Inc. | 0.01% | New | 425 | $242K |
| Madden Advisory Services, Inc. | 0.11% | Reduce -0.5% | 423 | $241K |
| Brown Miller Wealth Management, LLC | 0.09% | No change | 422 | $240K |
| Cynosure Group, LLC | 0.04% | Reduce -5.6% | 421 | $240K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $238K |
| Mystic Asset Management, Inc. | 0.06% | No change | 417 | $238K |
| Essex Bank | 0.06% | Reduce -10.6% | 415 | $236K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | No change | 415 | $236K |
| Trust Co | 0.03% | No change | 411 | $234K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 410 | $233K |
| HRT Financial LP | 0.00% | New | 408 | $232K |
| Financial Advisory Corp | 0.04% | — | 407 | $232K |
| Sheets Smith Wealth Management | 0.03% | No change | 405 | $231K |
| Alexander Randolph Advisory, Inc. | 0.21% | No change | 404 | $230K |
| Grassi Investment Management | 0.02% | Add +0.3% | 403 | $229K |
| Trivant Custom Portfolio Group, LLC | 0.13% | Reduce -0.5% | 401 | $228K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $228K |
| Counterweight Ventures, LLC | 0.16% | No change | 400 | $228K |
| Pursue Wealth Partners LLC | 0.13% | No change | 400 | $228K |
| Maxwell Wealth Strategies Inc. | 0.09% | No change | 400 | $228K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $228K |
| Hoese & Co LLP | 0.20% | No change | 400 | $228K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.8% | 390 | $228K |
| Global Assets Advisory, LLC | 0.13% | No change | 400 | $227K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $227K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.9% | 398 | $227K |
| First American Trust, FSB | 0.02% | No change | 398 | $227K |
| PGIM Custom Harvest LLC | 0.00% | No change | 398 | $227K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $226K |
| Kolinsky Wealth Management, LLC | 0.14% | New | 397 | $226K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 377 | $226K |
| Objective Capital Management, LLC | 0.15% | Add +0.3% | 393 | $224K |
| Tranquility Partners, LLC | 0.08% | No change | 392 | $223K |
| IAG Wealth Partners, LLC | 0.04% | No change | 392 | $223K |
| First Interstate Bank | 0.01% | New | 388 | $221K |
| RFP Financial Group LLC | 0.09% | New | 385 | $219K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $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 |
| Debussy Capital Management LP | 0.03% | Reduce -2.9% | 365 | $216K |
| Hobart Private Capital, LLC | 0.05% | New | 378 | $215K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 377 | $215K |
| Fortem Financial Group, LLC | 0.08% | No change | 376 | $214K |
| Atwood & Palmer Inc. | 0.01% | Reduce -4.8% | 373 | $212K |
| Stokes Family Office, LLC | 0.02% | Reduce -17.7% | 372 | $212K |
| Northeast Investment Management | 0.01% | No change | 372 | $212K |
| BostonPremier Wealth LLC | 0.13% | — | 370 | $211K |
| Jacobs & Co. | 0.02% | No change | 370 | $210K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 368 | $210K |
| Asset Dedication, LLC | 0.02% | No change | 367 | $209K |
| Roman Butler Fullerton & Co. | 0.07% | New | 352 | $208K |
| Saxony Capital Management, LLC | 0.18% | Reduce -84.8% | 365 | $208K |
| Lowery Thomas, LLC | 0.14% | Add +0.3% | 365 | $208K |
| Cora Capital Advisors LLC | 0.10% | No change | 363 | $207K |
| Accurate Wealth Management, LLC | 0.04% | New | 362 | $207K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -27.9% | 362 | $206K |
| Lumbard & Kellner, LLC | 0.09% | No change | 360 | $205K |
| Wealthcare Capital Management LLC | 0.02% | No change | 359 | $204K |
| Magnus Financial Group LLC | 0.02% | New | 358 | $204K |
| Aull & Monroe Investment Management Corp | 0.10% | No change | 358 | $204K |
| D L Carlson Investment Group Inc. | 0.04% | New | 358 | $204K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $202K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -1.9% | 354 | $201K |
| American Capital Management Inc. | 0.01% | No change | 353 | $201K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 352 | $200K |
| Guild Investment Management, Inc. | 0.22% | New | 350 | $200K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +53.1% | 349 | $200K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $200K |
| Pingora Partners LLC | 0.13% | No change | 350 | $199K |
| Oarsman Capital, Inc. | 0.03% | No change | 340 | $194K |
| Eagle Bay Advisors LLC | 0.12% | Add +0.0% | 332 | $189K |
| Blue Bell Private Wealth Management, LLC | 0.04% | No change | 332 | $189K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 332 | $189K |
| Operose Advisors LLC | 0.06% | No change | 329 | $187K |
| Wingate Wealth Advisors, Inc. | 0.18% | — | 328 | $187K |
| Mather Group, Llc. | 0.00% | No change | 328 | $187K |
| Cassady Schiller Wealth Management, LLC | 0.07% | Reduce -43.5% | 317 | $181K |
| Fairman Group, LLC | 0.14% | Add +0.3% | 306 | $175K |
| Key Financial Inc | 0.04% | Add +2960.0% | 306 | $174K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -16.9% | 304 | $173K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -0.3% | 303 | $173K |
| Mountain Hill Investment Partners Corp. | 0.17% | — | 300 | $171K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | No change | 300 | $171K |
| South Plains Financial, Inc. | 0.13% | — | 298 | $170K |
| UMB Bank, n.a. | 0.00% | Reduce -93.0% | 285 | $162K |
| Bernard Wealth Management Corp. | 0.08% | — | 281 | $160K |
| Integrated Investment Consultants, LLC | 0.03% | New | 27,514 | $160K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 265 | $159K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 275 | $157K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 267 | $152K |
| American National Bank & Trust | 0.02% | Reduce -50.1% | 264 | $150K |
| Archer Investment Corp | 0.04% | No change | 256 | $146K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $143K |
| Longview Financial Advisors LLC | 0.09% | — | 244 | $139K |
| CNB Bank | 0.06% | No change | 235 | $134K |
| GAMMA Investing LLC | 0.01% | No change | 233 | $133K |
| LRI Investments, LLC | 0.01% | Reduce -76.3% | 232 | $132K |
| PrairieView Partners, LLC | 0.01% | No change | 225 | $128K |
| Sunbelt Securities, Inc. | 0.01% | Add +13.2% | 215 | $122K |
| Comprehensive Financial Planning, Inc. | 0.10% | — | 213 | $121K |
| Northwest Bank & Trust Co | 0.09% | Reduce -2.0% | 191 | $118K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -18.0% | 205 | $117K |
| Vermillion Wealth Management, Inc. | 0.06% | — | 201 | $114K |
| Hollencrest Capital Management | 0.00% | No change | 199 | $114K |
| PFG Private Wealth Management, LLC | 0.06% | No change | 199 | $113K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $113K |
| Assetmark, Inc. | 0.00% | Add +112.0% | 195 | $111K |
| Noble Wealth Management PBC | 0.08% | — | 192 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 185 | $105K |
| Beacon Capital Management, LLC | 0.01% | No change | 181 | $103K |
| EnRich Financial Partners LLC | 0.03% | No change | 180 | $103K |
| Monetary Management Group Inc. | 0.03% | Reduce -21.7% | 180 | $103K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $101K |
| Activest Wealth Management | 0.03% | Add +32.3% | 176 | $100K |
| Costello Asset Management, INC | 0.06% | No change | 172 | $98K |
| Horizons Wealth Management | 0.07% | No change | 164 | $93K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $93K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -11.0% | 162 | $92K |
| Accredited Wealth Management, LLC | 0.08% | — | 155 | $89K |
| TD Capital Management LLC | 0.01% | Reduce -21.7% | 155 | $88K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 150 | $86K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $85K |
| Thompson Investment Management, Inc. | 0.01% | New | 150 | $85K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | — | 147 | $84K |
| FSA Wealth Management LLC | 0.03% | No change | 145 | $83K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $78K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 136 | $77K |
| Pinney & Scofield, Inc. | 0.06% | — | 134 | $76K |
| MilWealth Group LLC | 0.02% | New | 131 | $75K |
| Rogco, LP | 0.03% | No change | 130 | $74K |
| ORG Partners LLC | 0.01% | Add +50.0% | 129 | $74K |
| Quest 10 Wealth Builders, Inc. | 0.07% | — | 129 | $73K |
| Hilltop National Bank | 0.02% | No change | 125 | $71K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $71K |
| Clal Insurance Enterprises Holdings Ltd | 0.00% | New | 122 | $70K |
| Kiely Wealth Advisory Group, Inc. | 0.04% | No change | 119 | $70K |
| Newton One Investments LLC | 0.03% | New | 121 | $69K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 120 | $69K |
| Canton Hathaway, LLC | 0.02% | No change | 115 | $66K |
| Innovative Advisory Group, LLC | 0.06% | — | 110 | $63K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -12.8% | 109 | $62K |
| Criterion Capital Advisors, LLC | 0.04% | No change | 114 | $61K |
| Continuum Advisory, LLC | 0.01% | Add +114.0% | 107 | $61K |
| AdvisorNet Financial, Inc | 0.01% | Add +16.7% | 105 | $60K |
| National Bank of Canada | 0.00% | Add +94.3% | 103 | $59K |
| Toronto Dominion Bank | 0.00% | No change | 100 | $57K |
| Parvin Asset Management, LLC | 0.06% | — | 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 |
| Man Group plc | 0.00% | Reduce -91.6% | 100 | $57K |
| AllSquare Wealth Management LLC | 0.03% | No change | 99 | $56K |
| Islay Capital Management, LLC | 0.04% | No change | 98 | $56K |
| Greenline Partners, LLC | 0.01% | New | 94 | $54K |
| Main Street Group, LTD | 0.02% | No change | 90 | $51K |
| First Community Trust NA | 0.04% | No change | 90 | $51K |
| Ransom Advisory, Ltd | 0.02% | No change | 90 | $51K |
| Smartleaf Asset Management LLC | 0.01% | No change | 88 | $50K |
| Flagship Wealth Advisors, LLC | 0.03% | — | 87 | $50K |
| Ameriflex Group, Inc. | 0.02% | — | 83 | $49K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $48K |
| Bollard Group LLC | 0.00% | No change | 80 | $46K |
| MPWM Advisory Solutions, LLC | 0.03% | — | 80 | $46K |
| Atlatl Advisers LLC | 0.03% | — | 80 | $46K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $45K |
| Synergy Investment Management, LLC | 0.02% | — | 77 | $44K |
| CoreFirst Bank & Trust | 0.02% | No change | 70 | $40K |
| Brooklyn Investment Group | 0.01% | New | 64 | $36K |
| Chilton Capital Management LLC | 0.00% | No change | 61 | $35K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 60 | $34K |
| New Wave Wealth Advisors LLC | 0.01% | New | 57 | $32K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $32K |
| Evolution Advisers, Inc. | 0.02% | No change | 54 | $30K |
| Richardson Capital Management LLC | 0.02% | No change | 52 | $30K |
| West Branch Capital LLC | 0.01% | No change | 50 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 50 | $28K |
| City Holding Co. | 0.00% | No change | 50 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +2.0% | 50 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $28K |
| West Financial Advisors, LLC | 0.01% | New | 49 | $28K |
| Concord Wealth Partners | 0.00% | No change | 47 | $27K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 46 | $26K |
| J.Safra Asset Management Corp | 0.00% | New | 45 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $25K |
| Ascentis Wealth Management, LLC | 0.01% | New | 43 | $24K |
| Curio Wealth, LLC | 0.01% | — | 41 | $23K |
| Bellwether Advisors, LLC | 0.00% | New | 41 | $23K |
| Sugar Maple Asset Management, LLC | 0.02% | New | 40 | $23K |
| TruNorth Capital Management, LLC | 0.01% | Reduce -20.0% | 40 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $22K |
| Amundi | 0.00% | No change | 35 | $20K |
| Olistico Wealth, LLC | 0.01% | No change | 35 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Add +337.5% | 35 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $18K |
| Tidemark, LLC | 0.01% | No change | 31 | $18K |
| Catherine Avery Investment Management LLC | 0.02% | — | 30 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 30 | $17K |
| Financial Connections Group, Inc. | 0.01% | No change | 31 | $17K |
| Arax Advisory Partners | 0.00% | Reduce -37.0% | 29 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $15K |
| Burkett Financial Services, LLC | 0.01% | No change | 25 | $14K |
| Painted Porch Advisors LLC | 0.01% | No change | 25 | $14K |
| City State Bank | 0.01% | No change | 25 | $14K |
| Ridgewood Investments LLC | 0.01% | No change | 22 | $13K |
| Tucker Asset Management LLC | 0.00% | Reduce -63.3% | 22 | $13K |
| Arlington Trust Co LLC | 0.00% | No change | 22 | $13K |
| Stonebridge Financial Group, LLC | 0.00% | — | 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 |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 18 | $10K |
| WR Wealth Planners, LLC | 0.00% | Add +100.0% | 18 | $10K |
| Capital A Wealth Management, LLC | 0.02% | — | 17 | $10K |
| NFSG Corp | 0.00% | No change | 16 | $9K |
| Kentucky Trust Co | 0.01% | — | 16 | $9K |
| Global Financial Private Client, 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% | No change | 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% | No change | 10 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | New | 7 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 5 | $3K |
| Sound Income Strategies, LLC | 0.00% | Reduce -99.9% | 4 | $2K |
| Transcendent Capital Group LLC | 0.00% | No change | 3 | $2K |
| Hemington Wealth Management | 0.00% | No change | 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.