State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2025 (March 31)1,360holders −47
59new positions
99sold out
6famous investors
$531.29avg. 13F price*
At the end of Q1 2025, 1,360 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 47 from Q4 2024. 59 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($1.2B), Wells Fargo & Company ($687.1M) and Northern Trust Corp. ($595.5M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q1 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $166.3M |
| Exits | 99 | $418.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,224,527 shares bought and 2,480,756 shares sold, net −1,256,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,360 holders
| Bank of America Corp. | 0.11% | Add +8.2% | 2,253,693 | $1.2B |
| Wells Fargo & Company | 0.17% | Reduce -6.0% | 1,288,023 | $687.1M |
| Northern Trust Corp. | 0.09% | Add +0.2% | 1,116,167 | $595.5M |
| Morgan Stanley | 0.04% | Reduce -6.7% | 1,051,544 | $561.0M |
| US Bancorp \de | 0.74% | Reduce -1.0% | 1,035,651 | $552.5M |
| Pathstone Holdings, LLC | 2.09% | Reduce -0.3% | 903,747 | $482.1M |
| PNC Financial Services Group, Inc. | 0.21% | Reduce -1.6% | 744,696 | $397.3M |
| UBS Group AG | 0.08% | Reduce -1.1% | 671,791 | $358.4M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -32.3% | 631,644 | $337.0M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +3.7% | 576,635 | $307.6M |
| Raymond James Financial Inc. | 0.11% | Reduce -3.9% | 553,938 | $295.5M |
| Bank of Montreal | 0.14% | Reduce -3.4% | 498,941 | $266.2M |
| JPMorgan Chase & Co. | 0.02% | Add +7.0% | 429,365 | $229.1M |
| Moore Capital Management, LP | 7.71% | Reduce -30.6% | 365,925 | $195.2M |
| Royal Bank of Canada | 0.04% | Reduce -25.9% | 364,358 | $194.4M |
| Creative Planning | 0.16% | Add +30.2% | 323,637 | $172.7M |
| BNP Paribas Financial Markets | 0.11% | Reduce -1.6% | 258,837 | $138.1M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.4% | 254,171 | $135.6M |
| Corient Private Wealth LP | 0.21% | Reduce -3.9% | 244,478 | $130.4M |
| MAI Capital Management | 0.99% | Reduce -1.2% | 244,385 | $130.4M |
| Arvest Bank Trust Division | 7.80% | Reduce -1.4% | 231,152 | $123.3M |
| Citadel Advisors | 0.12% | Reduce -43.5% | 223,342 | $119.1M |
| Conservest Capital Advisors, Inc. | 12.49% | Reduce -0.5% | 222,910 | $118.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.28% | Reduce -42.4% | 217,984 | $116.3M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.8% | 217,367 | $116.0M |
| SG Americas Securities, LLC | 0.38% | Reduce -21.8% | 207,845 | $110.9M |
| Welch & Forbes LLC | 1.19% | Reduce -1.1% | 169,884 | $90.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.8% | 169,477 | $90.4M |
| LPL Financial LLC | 0.03% | Reduce -4.2% | 158,036 | $84.3M |
| Waddell & Associates, LLC | 9.17% | Add +0.9% | 141,588 | $75.5M |
| Whittier Trust Co. | 1.01% | Reduce -1.7% | 135,602 | $72.3M |
| Cerity Partners LLC | 0.14% | Add +30.0% | 132,087 | $70.5M |
| FineMark National Bank & Trust | 2.42% | Add +0.0% | 124,050 | $66.2M |
| Hills Bank & Trust Co | 4.52% | Reduce -0.2% | 120,356 | $64.2M |
| Brown Advisory Inc. | 0.09% | Reduce 0.0% | 118,178 | $63.0M |
| Truist Financial Corp. | 0.10% | Add +4.2% | 117,384 | $62.6M |
| Qube Research & Technologies Ltd | 0.09% | Add +3560.8% | 114,692 | $61.2M |
| Stifel Financial Corp. | 0.06% | Add +6.6% | 112,150 | $59.8M |
| Montag A & Associates Inc. | 2.88% | Reduce -0.9% | 107,443 | $57.5M |
| Commonwealth Equity Services, LLC | 0.08% | Add +3.5% | 106,833 | $57.0M |
| Millennium Management | 0.05% | Add +339.8% | 102,111 | $54.5M |
| Mariner, LLC | 0.09% | Add +0.9% | 101,544 | $54.2M |
| Sandy Spring Bank | 2.06% | Reduce -1.1% | 92,031 | $49.1M |
| WASHINGTON TRUST Co | 1.81% | Reduce -4.7% | 88,308 | $47.1M |
| SPX Gestao de Recursos Ltda | 5.98% | Reduce -23.9% | 86,698 | $46.3M |
| Focus Partners Wealth | 0.11% | Reduce -7.5% | 83,158 | $44.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -5.7% | 81,630 | $43.5M |
| MetLife Investment Management, LLC | 0.23% | Reduce -9.3% | 78,200 | $41.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.1% | 76,412 | $40.8M |
| Captrust Financial Advisors | 0.10% | Add +22.6% | 75,860 | $40.5M |
| Blair William & Co. | 0.12% | Add +9.5% | 75,681 | $40.4M |
| Henshaw Capital LLC | 1.76% | No change | 75,050 | $40.0M |
| Osaic Holdings, Inc. | 0.09% | Add +29.2% | 73,572 | $39.3M |
| Pittenger & Anderson Inc. | 1.37% | Add +1.3% | 70,075 | $37.4M |
| Portland Global Advisors LLC | 4.66% | Reduce -1.1% | 69,301 | $37.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -48.3% | 69,204 | $36.9M |
| Divergent Planning, LLC | 12.02% | Add +2.4% | 66,502 | $36.2M |
| Whittier Trust Co. of Nevada Inc. | 0.91% | Add +2.0% | 67,732 | $36.1M |
| Starr Indemnity & Liability Co | 17.41% | New | 67,400 | $36.0M |
| Financial Counselors Inc. | 0.53% | Add +0.1% | 65,600 | $35.0M |
| Pinnacle Associates Ltd. | 0.49% | Add +2.3% | 62,751 | $33.5M |
| Cetera Investment Advisers | 0.06% | Reduce -0.4% | 62,623 | $33.4M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Reduce -0.2% | 61,708 | $33.0M |
| SCS Capital Management LLC | 0.42% | New | 61,505 | $32.9M |
| Ascent Wealth Partners, LLC | 4.39% | Add +3.1% | 61,310 | $32.7M |
| Smith, Moore & Co. | 2.99% | Add +0.2% | 60,492 | $32.3M |
| MassMutual Private Wealth & Trust, FSB | 0.93% | Add +0.3% | 60,252 | $32.1M |
| Comerica Bank | 0.12% | Add +19.4% | 53,998 | $28.8M |
| Peapack Gladstone Financial Corp. | 0.43% | Reduce -1.2% | 53,719 | $28.7M |
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 52,354 | $27.9M |
| Oldfather Financial Services, LLC | 10.51% | Add +0.7% | 51,922 | $27.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.5% | 51,747 | $27.6M |
| Clearstead Advisors, LLC | 0.43% | Add +0.7% | 51,720 | $27.6M |
| Heritage Investors Management Corp. | 0.94% | Reduce -1.0% | 51,469 | $27.5M |
| Susquehanna International Group, LLP | 0.04% | Add +41.5% | 51,191 | $27.3M |
| Crewe Advisors LLC | 3.82% | Reduce -0.0% | 50,953 | $27.2M |
| Granite Bay Wealth Management, LLC | 9.34% | Add +13.7% | 50,398 | $26.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.4% | 48,724 | $26.0M |
| Cumberland Advisors Inc. | 11.71% | Reduce -2.1% | 48,437 | $25.8M |
| Citizens Financial Group Inc. | 0.49% | Reduce -0.2% | 46,445 | $24.8M |
| IFG Advisors, LLC | 4.77% | Add +4.5% | 46,397 | $24.8M |
| Retirement Systems of Alabama | 0.10% | Reduce -0.2% | 46,240 | $24.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.70% | Add +1.5% | 45,467 | $24.3M |
| Chicago Partners Investment Group LLC | 0.79% | Add +0.1% | 44,380 | $23.6M |
| LCM Capital Management Inc | 13.72% | Add +2.2% | 43,787 | $23.4M |
| Klingman & Associates, LLC | 1.38% | Add +0.2% | 42,360 | $22.6M |
| C V Starr & Co. Inc. | 17.31% | New | 42,100 | $22.5M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -4.7% | 41,865 | $22.3M |
| Bessemer Group Inc. | 0.04% | Reduce -21.9% | 40,326 | $21.5M |
| Weiss Asset Management LP | 0.84% | New | 40,210 | $21.5M |
| Conning Inc. | 0.79% | No change | 40,185 | $21.4M |
| Lido Advisors, LLC | 0.12% | Reduce -2.0% | 38,400 | $20.5M |
| Johnson Investment Counsel Inc. | 0.19% | Add +0.1% | 36,316 | $19.4M |
| 1ST Source Bank | 1.13% | Reduce -0.4% | 36,020 | $19.2M |
| Waldron Private Wealth LLC | 0.88% | Reduce -0.8% | 35,034 | $18.7M |
| Madison Asset Management, LLC | 0.21% | Reduce -12.4% | 34,904 | $18.6M |
| Squarepoint Ops LLC | 0.04% | Add +2318.0% | 34,335 | $18.3M |
| Prescott Group Capital Management, L.L.C. | 2.66% | No change | 34,323 | $18.3M |
| Steele Capital Management, Inc. | 0.94% | Reduce -0.4% | 33,876 | $18.1M |
| Pinnacle Financial Partners Inc | 0.36% | Reduce -1.3% | 33,140 | $17.7M |
| Trustmark Bank Trust Department | 1.28% | Add +0.3% | 32,290 | $17.2M |
| Vestor Capital, LLC | 1.41% | Add +0.5% | 32,231 | $17.2M |
| EP Wealth Advisors, LLC | 0.13% | Add +1.7% | 31,311 | $16.7M |
| Serenus Wealth Advisors, LLC | 2.74% | Reduce -1.2% | 30,923 | $16.5M |
| FMR LLC | 0.00% | Reduce -0.3% | 30,443 | $16.2M |
| M&T Bank Corp | 0.06% | Reduce -7.5% | 30,013 | $16.0M |
| Composition Wealth, LLC | 0.32% | Reduce -0.8% | 29,831 | $15.9M |
| Curbstone Financial Management Corp | 3.35% | Reduce -1.8% | 29,806 | $15.9M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -4.0% | 29,627 | $15.8M |
| Hancock Whitney Corp. | 0.51% | Add +0.1% | 29,252 | $15.6M |
| Tandem Wealth Advisors LLC | 8.16% | Add +2.8% | 29,251 | $15.6M |
| Curi Capital, LLC | 0.37% | Reduce -5.2% | 28,362 | $15.2M |
| Tiller Private Wealth, Inc. | 6.23% | Add +3.5% | 28,021 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -13.1% | 27,581 | $14.7M |
| MML Investors Services, LLC | 0.05% | Reduce -3.1% | 27,065 | $14.4M |
| Simmons Bank | 1.07% | Reduce -6.1% | 26,716 | $14.3M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +4.4% | 26,716 | $14.3M |
| Commerce Bank | 0.09% | Reduce -1.5% | 26,289 | $14.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.99% | Reduce -0.8% | 24,446 | $13.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -4.1% | 24,338 | $13.0M |
| Wealth Alliance Advisory Group, LLC | 2.65% | Reduce -25.4% | 23,934 | $12.8M |
| Yousif Capital Management, LLC | 0.15% | Add +38.3% | 23,816 | $12.7M |
| Cresset Asset Management, LLC | 0.06% | Reduce -35.8% | 23,208 | $12.4M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -1.7% | 22,996 | $12.3M |
| Glenmede Trust Co. NA | 0.07% | Add +5.2% | 22,925 | $12.2M |
| Wellspring Financial Advisors, LLC | 1.36% | Reduce -6.0% | 22,850 | $12.2M |
| Caldwell Trust Co | 1.27% | Reduce -1.5% | 22,252 | $11.9M |
| MCF Advisors LLC | 0.84% | Reduce -5.1% | 21,764 | $11.6M |
| Thrivent Financial for Lutherans | 0.03% | No change | 19,098 | $11.5M |
| Savant Capital, LLC | 0.09% | Reduce -19.4% | 20,316 | $10.8M |
| Trifecta Capital Advisors, LLC | 2.26% | Reduce -1.8% | 20,254 | $10.8M |
| Callan Family Office, LLC | 0.81% | Reduce -2.7% | 20,167 | $10.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +33.5% | 20,149 | $10.7M |
| Dumont & Blake Investment Advisors LLC | 3.00% | Reduce -0.6% | 20,066 | $10.7M |
| Exchange Capital Management, Inc. | 1.73% | Reduce -1.1% | 20,031 | $10.7M |
| Old National Bancorp | 0.28% | Reduce -1.3% | 19,965 | $10.7M |
| jvl associates llc | 4.27% | Reduce -0.2% | 19,829 | $10.6M |
| Ameritas Investment Partners, Inc. | 0.36% | Add +7.3% | 19,355 | $10.3M |
| Peddock Capital Advisors, LLC | 2.60% | Reduce -1.7% | 19,252 | $10.3M |
| Lutz Financial Services LLC | 0.83% | Reduce -0.5% | 19,111 | $10.2M |
| Carnegie Investment Counsel | 0.24% | Reduce -10.2% | 21,112 | $10.1M |
| Financial & Tax Architects, LLC | 2.48% | New | 18,520 | $9.9M |
| Country Club Bank | 0.66% | Reduce -3.5% | 18,473 | $9.8M |
| GFS Advisors, LLC | 1.93% | Add +16.1% | 17,988 | $9.6M |
| Quantinno Capital Management LP | 0.06% | Add +996.0% | 17,930 | $9.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -0.2% | 17,797 | $9.5M |
| Canopy Partners, LLC | 3.64% | Reduce -5.5% | 17,527 | $9.4M |
| Symmetry Investments LP | 0.84% | Add +376.4% | 17,495 | $9.3M |
| NBT Bank, N.A. | 0.67% | Reduce -1.2% | 17,455 | $9.3M |
| Bordeaux Wealth Advisors LLC | 1.71% | No change | 17,296 | $9.2M |
| Oppenheimer & Co. Inc. | 0.14% | Add +125.3% | 17,275 | $9.2M |
| Hummer Financial Advisory Services Inc | 7.48% | Add +0.5% | 17,228 | $9.2M |
| Brown Brothers Harriman & Co. | 0.06% | Reduce -0.4% | 17,236 | $9.2M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -39.2% | 17,084 | $9.1M |
| Franklin Resources Inc. | 0.00% | Add +3.0% | 17,088 | $9.1M |
| Legacy Advisors, LLC | 0.94% | Add +0.1% | 17,082 | $9.1M |
| Harbour Trust & Investment Management Co | 1.08% | Reduce -4.5% | 16,780 | $9.0M |
| Wealthspire Advisors, LLC | 0.05% | Add +5.9% | 16,769 | $8.9M |
| First Merchants Corp. | 0.35% | Reduce -1.5% | 16,616 | $8.9M |
| Nixon Peabody Trust Co. | 0.75% | Reduce -6.5% | 16,558 | $8.8M |
| First Financial Bank - Trust Division | 0.85% | Reduce -11.7% | 16,408 | $8.8M |
| Brookstone Capital Management | 0.13% | Reduce -4.3% | 16,365 | $8.7M |
| World Investment Advisors | 0.22% | Add +2.3% | 16,207 | $8.6M |
| Agf Management Ltd. | 0.05% | Reduce -4.0% | 16,149 | $8.6M |
| Howard Capital Management, LLC | 0.22% | Reduce -2.7% | 16,130 | $8.6M |
| Arvest Investments, Inc. | 1.35% | Reduce -1.1% | 16,073 | $8.6M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -4.8% | 15,839 | $8.4M |
| Mechanics Bank Trust Department | 1.15% | Reduce -3.7% | 15,779 | $8.4M |
| Csenge Advisory Group | 0.48% | Add +15.5% | 16,723 | $8.4M |
| Montz Harcus Wealth Management LLC | 4.58% | Add +7.8% | 15,718 | $8.4M |
| Capstone Financial Advisors, Inc. | 0.53% | Reduce -0.5% | 15,663 | $8.4M |
| Granite FO LLC | 4.63% | Add +1.9% | 15,278 | $8.2M |
| Citigroup Inc. | 0.01% | Reduce -37.4% | 15,273 | $8.1M |
| Central Bank & Trust Co. | 1.35% | Reduce -16.0% | 15,189 | $8.1M |
| Mill Creek Capital Advisors, LLC | 0.20% | Reduce -19.9% | 15,090 | $8.1M |
| Tiaa Trust, National Association | 0.02% | Reduce -3.9% | 14,944 | $8.0M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +65.6% | 14,700 | $7.8M |
| Means Investment Co., Inc. | 0.83% | Add +1.4% | 14,676 | $7.8M |
| Cwm, LLC | 0.03% | Add +2.8% | 14,662 | $7.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.0% | 14,495 | $7.7M |
| KCM Investment Advisors LLC | 0.28% | Reduce -3.8% | 14,454 | $7.7M |
| RMR Wealth Builders | 0.81% | Add +0.8% | 14,363 | $7.7M |
| Ieq Capital, LLC | 0.06% | Add +36.8% | 14,333 | $7.6M |
| Fifth Third Securities, Inc. | 0.64% | Reduce -5.2% | 14,286 | $7.6M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $7.6M |
| Bearing Point Capital, LLC | 1.60% | Reduce -2.0% | 14,062 | $7.5M |
| Boyd Watterson Asset Management LLC | 2.40% | No change | 13,936 | $7.4M |
| Chesley Taft & Associates LLC | 0.36% | Reduce -1.0% | 13,866 | $7.4M |
| Arbor Trust Wealth Advisors, LLC | 3.46% | Add +1.3% | 13,812 | $7.4M |
| Bank of Nova Scotia | 0.02% | Add +34.4% | 13,804 | $7.4M |
| Smith Anglin Financial, LLC | 0.77% | Reduce -0.5% | 13,633 | $7.3M |
| Renaissance Technologies | 0.01% | Reduce -21.5% | 13,500 | $7.2M |
| TKG Advisors, LLC | 3.45% | Add +4.9% | 13,112 | $7.0M |
| Pacific Center for Financial Services | 1.85% | Reduce -1.9% | 13,069 | $7.0M |
| Staley Capital Advisers Inc. | 0.31% | Reduce -1.0% | 12,969 | $6.9M |
| Busey Bank | 0.23% | Reduce -4.0% | 12,968 | $6.9M |
| Boston Family Office LLC | 0.49% | Reduce -5.5% | 12,937 | $6.9M |
| Meridian Wealth Advisors, LLC | 1.16% | Add +0.4% | 12,788 | $6.8M |
| Linscomb Wealth, Inc. | 0.34% | Reduce -5.5% | 12,743 | $6.8M |
| Grove Bank & Trust | 0.91% | Reduce -1.1% | 12,733 | $6.8M |
| Barclays PLC | 0.00% | Reduce -60.4% | 12,481 | $6.7M |
| Brevan Howard Capital Management LP | 0.19% | Reduce -8.0% | 12,308 | $6.6M |
| Shapiro Capital Management LLC | 0.27% | New | 12,300 | $6.6M |
| Sand Hill Global Advisors, LLC | 0.27% | Reduce -0.0% | 12,219 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.9% | 12,178 | $6.5M |
| Dakota Wealth Management | 0.15% | Add +0.3% | 11,997 | $6.4M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +1286.9% | 11,858 | $6.3M |
| Hanover Advisors Inc. | 2.72% | Add +1.1% | 11,759 | $6.3M |
| Community Bank, N.A. | 0.84% | Reduce -0.6% | 11,756 | $6.3M |
| Cyndeo Wealth Partners, LLC | 0.41% | Add +142.4% | 11,702 | $6.2M |
| CW Advisors, LLC | 0.07% | Add +349.9% | 11,478 | $6.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.3% | 13,210 | $6.2M |
| Synovus Financial Corp. | 0.08% | Add +0.2% | 11,555 | $6.2M |
| Madison Park Capital Advisors, LLC | 5.38% | Add +3.7% | 11,489 | $6.1M |
| Waverly Advisors, LLC | 0.07% | Add +121.3% | 11,426 | $6.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.57% | Reduce -2.0% | 11,382 | $6.1M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -1.1% | 11,364 | $6.1M |
| First Horizon Advisors, Inc. | 0.17% | Add +0.6% | 11,204 | $6.0M |
| Alexis Investment Partners, LLC | 2.86% | Add +4.8% | 11,229 | $6.0M |
| Latigo Investments, LLC | 3.12% | No change | 10,962 | $5.8M |
| Diversified Portfolios, Inc. | 0.60% | Reduce -0.6% | 10,764 | $5.7M |
| Adirondack Trust Co. | 2.24% | Reduce -0.7% | 10,744 | $5.7M |
| LYNX Capital Group Ltd. | 2.94% | Add +18.7% | 10,722 | $5.7M |
| Leavell Investment Management, Inc. | 0.28% | Add +0.5% | 10,684 | $5.7M |
| Retirement Income Solutions, Inc. | 1.19% | Reduce -0.6% | 10,683 | $5.7M |
| Hopwood Financial Services, Inc. | 4.36% | Add +0.8% | 10,582 | $5.6M |
| Palisade Asset Management, LLC | 0.58% | Reduce -8.9% | 10,510 | $5.6M |
| Inspire Trust Co, N.A. | 1.33% | No change | 10,500 | $5.6M |
| Private Wealth Asset Management, LLC | 0.81% | — | 10,500 | $5.6M |
| Tudor Investment Corporation | 0.05% | New | 10,486 | $5.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +1.1% | 10,453 | $5.6M |
| Lodestar Private Asset Management LLC | 0.70% | Reduce -0.2% | 10,437 | $5.6M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -0.2% | 10,344 | $5.5M |
| Gries Financial LLC | 1.07% | Add +0.2% | 10,295 | $5.5M |
| Flputnam Investment Management Co. | 0.10% | Add +3.7% | 10,077 | $5.4M |
| G&S Capital LLC | 2.28% | Add +5.8% | 10,057 | $5.4M |
| Daymark Wealth Partners, LLC | 0.23% | Reduce -1.6% | 10,010 | $5.3M |
| Wilmar Advisors LLC | 5.52% | No change | 10,000 | $5.3M |
| RBF Capital, LLC | 0.34% | No change | 10,000 | $5.3M |
| Resonant Capital Advisors, LLC | 0.36% | No change | 9,719 | $5.2M |
| Merit Financial Group, LLC | 0.08% | Add +97.9% | 9,730 | $5.2M |
| CENTRAL TRUST Co | 0.13% | Add +4.0% | 9,717 | $5.2M |
| Cape Cod Five Cents Savings Bank | 0.47% | No change | 9,002 | $5.1M |
| Badgley Phelps Wealth Managers, LLC | 0.12% | Add +1.3% | 9,576 | $5.1M |
| Sageworth Trust Co | 0.32% | Reduce -52.9% | 9,582 | $5.1M |
| Peak Asset Management, LLC | 0.97% | Reduce -1.9% | 9,568 | $5.1M |
| Modera Wealth Management, LLC | 0.07% | Add +18.4% | 9,561 | $5.1M |
| Newport Capital Group, LLC | 3.66% | Add +2.0% | 9,511 | $5.1M |
| Mayflower Financial Advisors, LLC | 0.77% | Reduce -1.4% | 9,517 | $5.1M |
| Court Place Advisors, LLC | 1.68% | Add +0.4% | 9,509 | $5.1M |
| Summit Financial, LLC | 0.14% | Add +5.2% | 9,444 | $5.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,444 | $5.0M |
| Colorado Capital Management, Inc. | 2.34% | Reduce -2.5% | 9,429 | $5.0M |
| Victory Financial Group, LLC | 0.96% | Reduce -52.5% | 9,540 | $5.0M |
| Bokf, NA | 0.09% | Reduce -0.2% | 9,351 | $5.0M |
| Associated Banc-Corp | 0.15% | Add +6.4% | 9,269 | $4.9M |
| Firestone Capital Management | 1.29% | Reduce -4.6% | 9,229 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.8% | 9,165 | $4.9M |
| Ti-Trust, Inc. | 3.22% | Add +4.4% | 9,125 | $4.9M |
| Balboa Wealth Partners | 1.18% | No change | 9,112 | $4.9M |
| Bank of New Hampshire | 1.27% | Reduce -3.5% | 9,106 | $4.9M |
| Motco | 0.51% | Reduce -2.9% | 9,091 | $4.8M |
| Ssa Swiss Advisors AG | 2.47% | — | 9,028 | $4.8M |
| CMG Global Holdings, LLC | 3.14% | Add +5.2% | 9,257 | $4.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +52.5% | 9,000 | $4.8M |
| Midwest Financial Group LLC | 2.75% | Add +22.4% | 8,886 | $4.7M |
| Meridian Investment Counsel Inc. | 1.37% | Add +4.5% | 8,723 | $4.7M |
| Harbour Investments, Inc. | 0.13% | Add +12.5% | 8,699 | $4.6M |
| ExodusPoint Capital Management, LP | 0.06% | Add +143.6% | 8,500 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.4% | 8,494 | $4.5M |
| HSBC Holdings PLC | 0.00% | Reduce -8.4% | 8,484 | $4.5M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.52% | Add +0.0% | 8,441 | $4.5M |
| Apollon Wealth Management, LLC | 0.10% | Reduce -7.4% | 8,414 | $4.5M |
| AMG National Trust Bank | 0.13% | Reduce -0.6% | 8,361 | $4.5M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -3.0% | 8,354 | $4.5M |
| Perigon Wealth Management, LLC | 0.11% | Add +12.3% | 8,326 | $4.4M |
| Highview Capital Management LLC | 1.83% | No change | 8,188 | $4.4M |
| Allworth Financial LP | 0.02% | Reduce -0.7% | 8,352 | $4.3M |
| Barrett & Company, Inc. | 1.87% | Add +0.1% | 8,122 | $4.3M |
| Breakwater Capital Group | 0.76% | Add +12.1% | 8,047 | $4.3M |
| KMG Fiduciary Partners, LLC | 0.35% | Reduce -2.0% | 7,919 | $4.2M |
| Equitable Holdings, Inc. | 0.04% | Reduce -3.8% | 7,882 | $4.2M |
| Paulson Wealth Management Inc. | 1.18% | Add +14.1% | 7,841 | $4.2M |
| Bay Rivers Group | 2.18% | Reduce -2.8% | 7,808 | $4.2M |
| Finley Financial, LLC | 2.30% | Reduce -2.8% | 7,920 | $4.1M |
| North Star Investment Management Corp. | 0.30% | Add +4.3% | 7,695 | $4.1M |
| Intrepid Financial Planning Group LLC | 1.90% | Reduce -2.5% | 7,685 | $4.1M |
| Prospera Financial Services Inc | 0.09% | Add +1.2% | 7,645 | $4.1M |
| Sagespring Wealth Partners, LLC | 0.10% | Reduce -12.8% | 7,596 | $4.1M |
| Sonata Capital Group Inc. | 1.76% | Reduce -4.2% | 7,596 | $4.1M |
| Evensky & Katz LLC | 0.27% | Reduce -1.4% | 7,579 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.15% | No change | 7,525 | $4.0M |
| Benchmark Financial Wealth Advisors, LLC | 1.51% | Reduce -10.9% | 7,514 | $4.0M |
| Keybank National Association | 0.02% | Reduce -2.1% | 7,509 | $4.0M |
| Fifth Third Bancorp | 0.01% | Reduce -0.1% | 7,386 | $3.9M |
| Fidelis Capital Partners, LLC | 0.41% | Add +47.3% | 7,527 | $3.9M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +15.2% | 7,269 | $3.9M |
| Houlihan Financial Resource Group, Ltd. | 1.74% | Reduce -2.5% | 7,244 | $3.9M |
| JMG Financial Group, Ltd. | 0.13% | Add +0.8% | 7,230 | $3.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.57% | Add +0.5% | 7,652 | $3.8M |
| Haverford Trust Co | 0.04% | No change | 7,099 | $3.8M |
| Davis R M Inc. | 0.08% | Reduce -0.1% | 7,065 | $3.8M |
| Tower View Wealth Management LLC | 2.18% | Add +27.2% | 7,019 | $3.7M |
| NBW Capital LLC | 0.82% | Reduce -19.3% | 6,961 | $3.7M |
| &partners | 0.04% | Add +12.7% | 6,951 | $3.7M |
| Segment Wealth Management, LLC | 0.25% | Reduce -6.1% | 6,930 | $3.7M |
| Quadrature Capital Ltd | 0.08% | Reduce -13.0% | 6,911 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -3.1% | 6,892 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +28.3% | 6,868 | $3.7M |
| Ballentine Partners, LLC | 0.06% | Add +3.1% | 6,839 | $3.6M |
| Tandem Investment Partners LLC | 3.59% | Reduce -37.5% | 6,813 | $3.6M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -2.6% | 6,785 | $3.6M |
| Union Savings Bank | 1.77% | Reduce -0.2% | 6,799 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +1.1% | 6,766 | $3.6M |
| Capital Advantage, Inc. | 0.66% | No change | 6,327 | $3.6M |
| Proficio Capital Partners LLC | 0.28% | Add +1.0% | 6,640 | $3.6M |
| Smith Chas P & Associates Pa Cpas | 0.21% | Reduce -0.3% | 6,670 | $3.6M |
| Washburn Capital Management, Inc. | 2.34% | Reduce -3.2% | 60,960 | $3.6M |
| Keeley-Teton Advisors, LLC | 0.43% | Add +8.5% | 6,655 | $3.6M |
| Glen Eagle Advisors, LLC | 0.58% | Reduce -0.1% | 6,564 | $3.5M |
| Gould Asset Management LLC | 0.72% | Add +1.1% | 6,551 | $3.5M |
| Keystone Financial Group | 0.36% | Reduce -18.0% | 6,441 | $3.5M |
| Bristlecone Advisors, LLC | 0.28% | Reduce -3.2% | 6,514 | $3.5M |
| Matrix Asset Advisors Inc. | 0.38% | Reduce -1.5% | 6,469 | $3.5M |
| Sentinel Trust Co. Lba | 0.41% | Reduce -2.1% | 6,454 | $3.4M |
| AQR Capital Management | 0.00% | Add +27.9% | 6,417 | $3.4M |
| Bailard, Inc. | 0.09% | Reduce -1.5% | 6,381 | $3.4M |
| New Century Financial Group, LLC | 3.93% | Reduce -0.3% | 6,365 | $3.4M |
| CreativeOne Wealth, LLC | 0.10% | Add +115.0% | 6,363 | $3.4M |
| Greenleaf Trust | 0.03% | Reduce -0.9% | 6,362 | $3.4M |
| Audent Global Asset Management, LLC | 2.79% | Reduce -13.7% | 6,339 | $3.4M |
| Golden State Wealth Management, LLC | 0.50% | New | 6,320 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -0.5% | 6,290 | $3.4M |
| Charter Research & Investment Group, Inc. | 2.56% | Add +1.1% | 6,278 | $3.3M |
| Clear Point Advisors Inc. | 3.00% | Add +0.1% | 6,259 | $3.3M |
| Fiduciary Trust Co | 0.04% | Add +2.9% | 6,230 | $3.3M |
| Crews Bank & Trust | 0.57% | Reduce -3.4% | 6,230 | $3.3M |
| Salomon & Ludwin, LLC | 0.35% | Add +14.9% | 6,221 | $3.3M |
| Elyxium Wealth, LLC | 1.47% | No change | 6,200 | $3.3M |
| Woodstock Corp. | 0.33% | Add +17.6% | 6,190 | $3.3M |
| HB Wealth Management, LLC | 0.03% | Reduce -4.6% | 6,158 | $3.3M |
| Seeds Investor LLC | 0.91% | Add +258.9% | 6,095 | $3.3M |
| Choreo, LLC | 0.05% | Add +575.6% | 54,338 | $3.2M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -3.9% | 6,070 | $3.2M |
| Weil Company, Inc. | 0.96% | Reduce -21.3% | 6,062 | $3.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -19.4% | 5,976 | $3.2M |
| Precedent Wealth Partners, LLC | 0.88% | Add +7.8% | 5,951 | $3.2M |
| Romano Brothers and Company | 0.41% | Reduce -1.5% | 5,892 | $3.1M |
| Paladin Advisory Group, LLC | 2.51% | Reduce -0.2% | 5,887 | $3.1M |
| Garden State Investment Advisory Services LLC | 1.00% | Add +11.6% | 5,850 | $3.1M |
| Sepio Capital, LP | 0.25% | No change | 5,810 | $3.1M |
| Flagstar Securities, Inc. | 0.79% | Add +1.4% | 5,787 | $3.1M |
| PFG Advisors | 0.17% | Reduce -1.6% | 5,782 | $3.1M |
| Graypoint LLC | 0.19% | Add +26.2% | 5,680 | $3.0M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -2.2% | 5,677 | $3.0M |
| Whalerock Point Partners, LLC | 0.74% | No change | 5,645 | $3.0M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -2.0% | 5,569 | $3.0M |
| GTS Securities LLC | 0.13% | Add +5.3% | 5,568 | $3.0M |
| Steph & Co. | 1.07% | Reduce -11.9% | 5,561 | $3.0M |
| Advisory Services Network, LLC | 0.06% | Reduce -1.3% | 5,544 | $3.0M |
| Penobscot Investment Management Company, Inc. | 0.28% | Add +6.0% | 5,517 | $2.9M |
| Eastern Bank | 0.06% | Reduce -5.8% | 5,492 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -0.9% | 5,482 | $2.9M |
| Joel Isaacson & Co., LLC | 0.13% | Add +1.0% | 5,464 | $2.9M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -5.4% | 5,453 | $2.9M |
| SVB Wealth LLC | 0.12% | Add +15.1% | 5,411 | $2.9M |
| Nicolet Advisory Services, LLC | 0.28% | Add +28.3% | 5,794 | $2.8M |
| Miller Investment Management, LP | 0.31% | No change | 5,201 | $2.8M |
| Delta Financial Group, Inc. | 0.63% | Add +3.5% | 5,011 | $2.8M |
| Argent Trust Co | 0.11% | Add +0.1% | 5,119 | $2.7M |
| Sigma Planning Corp | 0.09% | Add +2.9% | 5,092 | $2.7M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 5,081 | $2.7M |
| Pegasus Asset Management, Inc. | 1.08% | Reduce -2.4% | 5,072 | $2.7M |
| Spinnaker Trust | 0.18% | Reduce -0.2% | 5,057 | $2.7M |
| Sowell Financial Services LLC | 0.12% | New | 5,046 | $2.7M |
| Shoker Investment Counsel, Inc. | 0.91% | Reduce -0.2% | 5,036 | $2.7M |
| Financial Life Planners | 2.60% | Reduce -6.3% | 5,000 | $2.7M |
| CenterStar Asset Management, LLC | 3.82% | Add +960.4% | 4,984 | $2.7M |
| Steel Grove Capital Advisors, LLC | 0.40% | Reduce -15.4% | 4,977 | $2.7M |
| Raffa Wealth Management, LLC | 0.60% | No change | 4,917 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.99% | Reduce -1.4% | 4,874 | $2.6M |
| RFG Advisory, LLC | 0.07% | Add +16.6% | 4,848 | $2.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.62% | Reduce -0.4% | 4,820 | $2.6M |
| Cibc World Market Inc. | 0.01% | Add +292.5% | 4,820 | $2.6M |
| IFG Advisory, LLC | 0.14% | Reduce -1.4% | 4,817 | $2.6M |
| Independence Bank of Kentucky | 0.40% | No change | 4,789 | $2.6M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -0.1% | 4,775 | $2.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +8.8% | 4,749 | $2.5M |
| InTrack Investment Management Inc | 2.31% | Reduce -5.2% | 4,772 | $2.5M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -0.9% | 4,986 | $2.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.14% | Reduce -5.2% | 4,728 | $2.5M |
| Asset Management Group, Inc. | 0.47% | Add +0.3% | 4,726 | $2.5M |
| Winthrop Advisory Group LLC | 0.30% | No change | 4,711 | $2.5M |
| New England Private Wealth Advisors LLC | 0.39% | No change | 4,721 | $2.5M |
| Sabal Trust CO | 0.14% | Add +2.5% | 4,708 | $2.5M |
| St. Johns Investment Management Company, LLC | 1.24% | Reduce -3.4% | 4,707 | $2.5M |
| Coastline Trust Co | 0.31% | No change | 4,691 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +6.0% | 4,683 | $2.5M |
| Sage Financial Management Group, Inc. | 0.91% | Reduce -5.0% | 4,680 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -20.6% | 4,634 | $2.5M |
| Johnson Financial Group, Inc. | 0.12% | Reduce -8.1% | 4,608 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.34% | — | 4,608 | $2.5M |
| Courier Capital LLC | 0.16% | Add +1.1% | 4,603 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -27.5% | 4,577 | $2.4M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -0.6% | 4,567 | $2.4M |
| West Paces Advisors Inc. | 0.55% | No change | 4,560 | $2.4M |
| Gilman Hill Asset Management, LLC | 0.42% | No change | 4,548 | $2.4M |
| LM Advisors LLC | 0.44% | Add +59.6% | 4,514 | $2.4M |
| Element Pointe Advisors, LLC | 0.58% | No change | 4,500 | $2.4M |
| Davidson Trust Co. | 1.14% | No change | 4,495 | $2.4M |
| Wesbanco Bank Inc. | 0.08% | Add +3.6% | 4,487 | $2.4M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -0.2% | 4,453 | $2.4M |
| Orange Investment Advisors, Inc. | 0.28% | Reduce -1.4% | 4,439 | $2.4M |
| Stone Summit Wealth LLC | 0.80% | Add +1.3% | 4,434 | $2.4M |
| Diversified Trust Co. | 0.06% | Reduce -9.3% | 4,429 | $2.4M |
| Naples Global Advisors, LLC | 0.22% | Reduce -5.8% | 4,407 | $2.4M |
| Sterling Investment Advisors, Ltd. | 0.56% | Reduce -1.9% | 4,395 | $2.3M |
| Crescent Sterling, Ltd. | 2.39% | Add +6.0% | 4,370 | $2.3M |
| Lowe Wealth Advisors, LLC | 0.99% | Add +1.4% | 4,362 | $2.3M |
| Element Wealth, LLC | 1.25% | Reduce -1.2% | 4,362 | $2.3M |
| WealthBridge Capital Management, LLC | 0.66% | Reduce -1.9% | 4,361 | $2.3M |
| Veracity Capital LLC | 0.91% | No change | 4,359 | $2.3M |
| RVW Wealth, LLC | 0.22% | Reduce -25.9% | 4,316 | $2.3M |
| Salem Investment Counselors Inc. | 0.08% | No change | 4,197 | $2.2M |
| PKS Advisory Services, LLC | 0.61% | Reduce -13.5% | 4,205 | $2.2M |
| Lavaca Capital LLC | 1.02% | No change | 4,200 | $2.2M |
| Geneos Wealth Management Inc. | 0.07% | Add +1275.0% | 4,180 | $2.2M |
| Whitegate Investment Counselors, Inc. | 0.79% | No change | 4,150 | $2.2M |
| Baron Financial Group, LLC | 1.39% | Reduce -0.6% | 4,131 | $2.2M |
| Revolve Wealth Partners, LLC | 0.31% | Reduce -0.1% | 4,018 | $2.1M |
| Transatlantique Private Wealth LLC | 0.85% | Reduce -1.1% | 3,995 | $2.1M |
| Caprock Group, LLC | 0.06% | Add +4.2% | 3,980 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -0.9% | 3,972 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.5% | 3,945 | $2.1M |
| Fifth Third Wealth Advisors LLC | 0.11% | Add +4.2% | 3,939 | $2.1M |
| Centaurus Financial, Inc. | 0.13% | Add +4.9% | 3,913 | $2.1M |
| Cambridge Advisors Inc. | 0.45% | No change | 3,874 | $2.1M |
| Alpha Wealth Funds, LLC | 2.24% | Reduce -10.9% | 3,863 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -8.2% | 3,857 | $2.1M |
| Intelligent Financial Strategies | 1.07% | No change | 3,846 | $2.1M |
| International Assets Investment Management, LLC | 0.18% | Reduce -1.9% | 3,854 | $2.1M |
| American Institute for Advanced Investment Management, LLP | 1.56% | No change | 3,836 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +2.0% | 3,758 | $2.0M |
| Venturi Wealth Management, LLC | 0.10% | Add +2.1% | 3,749 | $2.0M |
| Clientfirst Wealth Management, LLC | 2.26% | No change | 3,741 | $2.0M |
| Topsail Wealth Management, LLC | 0.41% | Add +38.1% | 3,736 | $2.0M |
| All Terrain Financial Advisors, LLC | 0.77% | No change | 3,709 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -17.9% | 3,707 | $2.0M |
| Trust Point Inc. | 0.18% | Reduce -0.1% | 3,704 | $2.0M |
| Park Capital Management, LLC / WI | 2.31% | Reduce -1.7% | 3,701 | $2.0M |
| Lindbrook Capital, LLC | 0.18% | No change | 3,681 | $2.0M |
| Moloney Securities Asset Management, LLC | 0.27% | Reduce -4.5% | 3,666 | $2.0M |
| Old Second National Bank of Aurora | 0.46% | Reduce -0.3% | 3,654 | $1.9M |
| NorthRock Partners, LLC | 0.06% | Add +2.6% | 3,602 | $1.9M |
| Blue Fin Capital, Inc. | 0.37% | Reduce -0.3% | 3,547 | $1.9M |
| 1834 Investment Advisors Co. | 0.24% | Reduce -0.4% | 3,541 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 3,520 | $1.9M |
| Private Trust Co. NA | 0.19% | Reduce -11.7% | 3,516 | $1.9M |
| Rosenblum Silverman Sutton S F Inc. | 0.51% | Add +0.6% | 3,496 | $1.9M |
| Lionsbridge Wealth Management LLC | 1.65% | Reduce -8.8% | 3,487 | $1.9M |
| Investment Advisory Group, LLC | 0.62% | Add +3.3% | 3,470 | $1.9M |
| Becker Capital Management Inc. | 0.06% | Reduce -5.3% | 3,451 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -61.1% | 3,445 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Add +0.7% | 3,396 | $1.8M |
| Meridian Financial Advisors, LLC | 1.25% | Reduce -3.0% | 3,343 | $1.8M |
| CWS Financial Advisors, LLC | 0.56% | No change | 3,319 | $1.8M |
| Summit Wealth Partners, LLC | 0.36% | Reduce -0.5% | 3,308 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -1.5% | 3,302 | $1.8M |
| GenTrust, LLC | 0.08% | Reduce -0.2% | 3,291 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.40% | Reduce -1.5% | 3,277 | $1.7M |
| Farrow Financial, Inc. | 1.17% | Reduce -0.6% | 3,271 | $1.7M |
| Tsfg, LLC | 0.36% | Reduce -0.6% | 3,260 | $1.7M |
| Aspiriant, LLC | 0.06% | No change | 3,221 | $1.7M |
| Gotham Asset Management | 0.01% | New | 3,198 | $1.7M |
| Oxford Financial Group, LTD. LLC | 0.12% | No change | 3,192 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 3,191 | $1.7M |
| Gridiron Partners, LLC | 1.08% | Reduce -6.2% | 3,164 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 3,151 | $1.7M |
| Tiemann Investment Advisors, LLC | 0.75% | Reduce -1.0% | 3,108 | $1.7M |
| Embree Financial Group | 0.28% | Reduce -5.9% | 3,103 | $1.7M |
| Kelman-Lazarov, Inc. | 0.30% | Add +8.5% | 3,100 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -4.4% | 3,072 | $1.6M |
| Insigneo Advisory Services, LLC | 0.17% | Reduce -34.3% | 3,055 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +14.2% | 3,046 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +14.2% | 3,046 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +52.0% | 3,024 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -5.5% | 3,004 | $1.6M |
| Black Maple Capital Management LP | 1.26% | No change | 3,000 | $1.6M |
| DRW Securities, LLC | 0.14% | Add +103.1% | 3,000 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -25.7% | 2,998 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 1.07% | Reduce -0.1% | 2,986 | $1.6M |
| SlateStone Wealth, LLC | 0.16% | No change | 2,985 | $1.6M |
| Compass Wealth Management LLC | 0.40% | Reduce -0.6% | 2,966 | $1.6M |
| Northwest Bancshares, Inc. | 0.29% | Reduce -1.9% | 2,966 | $1.6M |
| Regions Financial Corp. | 0.01% | Reduce -3.1% | 2,958 | $1.6M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.40% | No change | 2,958 | $1.6M |
| HRT Financial LP | 0.01% | Add +625.3% | 2,959 | $1.6M |
| Crestwood Advisors Group, LLC | 0.03% | Add +118.3% | 2,927 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -8.6% | 2,872 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -32.6% | 2,689 | $1.5M |
| Aspen Investment Management Inc | 0.70% | Reduce -3.9% | 2,831 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -1.2% | 2,803 | $1.5M |
| XML Financial, LLC | 0.14% | Reduce -1.3% | 2,791 | $1.5M |
| Millstone Evans Group, LLC | 1.01% | Reduce -2.5% | 2,790 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 2,784 | $1.5M |
| Hardy Reed LLC | 0.13% | No change | 2,775 | $1.5M |
| Edge Financial Advisors LLC | 0.93% | Add +0.3% | 2,760 | $1.5M |
| Harbor Advisory Corp. | 0.49% | No change | 2,743 | $1.5M |
| Pacific Point Advisors, LLC | 0.81% | No change | 2,742 | $1.5M |
| Advus Financial Partners, LLC | 0.41% | Reduce -1.0% | 2,739 | $1.5M |
| GEM Asset Management, LLC | 0.82% | No change | 2,724 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +10.2% | 2,727 | $1.5M |
| ARS Investment Partners, LLC | 0.13% | No change | 2,535 | $1.4M |
| Osborne Partners Capital Management, LLC | 0.08% | Reduce -2.4% | 2,701 | $1.4M |
| Marble Harbor Investment Counsel, LLC | 0.16% | No change | 2,700 | $1.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +0.7% | 2,700 | $1.4M |
| Walleye Trading LLC | 0.04% | New | 2,688 | $1.4M |
| TCTC Holdings, LLC | 0.05% | No change | 2,686 | $1.4M |
| ARK & TLK Investments, LLC | 0.50% | No change | 2,665 | $1.4M |
| Disciplined Investments, LLC | 0.65% | Add +0.3% | 2,655 | $1.4M |
| TD Private Client Wealth LLC | 0.04% | Reduce -31.3% | 2,637 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Add +2.1% | 2,627 | $1.4M |
| Zions Bancorporation, National Association | 0.09% | — | 2,625 | $1.4M |
| Fiducient Advisors LLC | 0.17% | Add +1.6% | 2,612 | $1.4M |
| Equitable Trust Co. | 0.08% | No change | 2,560 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -0.7% | 2,557 | $1.4M |
| Manchester Capital Management LLC | 0.17% | No change | 2,528 | $1.3M |
| Coyle Financial Counsel LLC | 0.41% | Reduce -2.8% | 2,506 | $1.3M |
| Ullmann Wealth Partners Group, LLC | 0.18% | No change | 2,504 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 2,500 | $1.3M |
| Olde Wealth Management, LLC | 0.47% | No change | 2,500 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -0.8% | 2,497 | $1.3M |
| SK Wealth Management, LLC | 0.71% | Add +0.3% | 2,713 | $1.3M |
| Sunflower Bank, N.A. | 0.37% | Reduce -0.8% | 2,482 | $1.3M |
| Summit Trail Advisors, LLC | 0.04% | Add +8.8% | 2,474 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.5% | 2,475 | $1.3M |
| Sunbeam Capital Management, LLC | 1.26% | Reduce -1.7% | 2,472 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -6.8% | 2,471 | $1.3M |
| Rothschild Wealth LLC | 0.37% | Add +1.6% | 2,468 | $1.3M |
| Two Sigma Securities, LLC | 0.20% | New | 2,468 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -3.4% | 2,466 | $1.3M |
| ORBA Wealth Advisors, L.L.C. | 0.66% | Reduce -2.4% | 2,458 | $1.3M |
| Compass Capital Corp. /Ma/ | 0.68% | Add +1.8% | 2,672 | $1.3M |
| Middleton & Co. Inc. | 0.15% | No change | 2,436 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 2,435 | $1.3M |
| Montecito Bank & Trust | 0.23% | No change | 2,414 | $1.3M |
| GM Advisory Group, LLC | 0.07% | No change | 2,410 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | No change | 2,403 | $1.3M |
| Altfest L J & Co. Inc. | 0.16% | Reduce -90.2% | 2,402 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -9.2% | 2,390 | $1.3M |
| Axxcess Wealth Management, LLC | 0.03% | Add +0.8% | 2,388 | $1.3M |
| Zhang Financial LLC | 0.07% | Add +7.0% | 2,379 | $1.3M |
| Renaissance Investment Group LLC | 0.31% | Reduce -65.5% | 2,373 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.9% | 2,321 | $1.2M |
| Beacon Bridge Wealth Partners, LLC | 0.52% | Add +0.1% | 2,304 | $1.2M |
| GAMMA Investing LLC | 0.09% | Add +888.4% | 2,303 | $1.2M |
| American Capital Advisory, LLC | 0.66% | Reduce -2.3% | 2,301 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +13.1% | 2,298 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.33% | Reduce -5.2% | 2,285 | $1.2M |
| Allred Capital Management, LLC | 0.48% | No change | 2,263 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.25% | No change | 2,251 | $1.2M |
| Pasadena Private Wealth, LLC | 0.23% | New | 2,250 | $1.2M |
| Warner Financial, Inc. | 0.53% | Reduce -0.6% | 2,247 | $1.2M |
| Macquarie Group Ltd. | 0.00% | New | 2,244 | $1.2M |
| Howe & Rusling Inc. | 0.10% | No change | 2,242 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -63.1% | 2,219 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +0.1% | 2,216 | $1.2M |
| Kennebec Savings Bank | 1.25% | Reduce -1.2% | 2,210 | $1.2M |
| Gryphon Financial Partners LLC | 0.17% | Add +1.7% | 2,201 | $1.2M |
| Tompkins Financial Corp. | 0.11% | Add +15.1% | 2,191 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.22% | Add +19.8% | 2,187 | $1.2M |
| Choate Investment Advisors | 0.03% | Reduce -12.2% | 2,184 | $1.2M |
| Plancorp, LLC | 0.05% | Add +115.7% | 2,163 | $1.2M |
| AlphaStar Capital Management, LLC | 0.11% | Add +2.5% | 2,135 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -3.6% | 2,133 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.2% | 2,125 | $1.1M |
| Braun Stacey Associates Inc. | 0.05% | Reduce -10.1% | 2,123 | $1.1M |
| Lyell Wealth Management, LP | 0.11% | Reduce -4.8% | 2,111 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -0.1% | 2,110 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +51.0% | 2,110 | $1.1M |
| TruWealth Advisors, LLC | 0.07% | No change | 2,101 | $1.1M |
| Emprise Bank | 0.60% | No change | 2,096 | $1.1M |
| Frisch Financial Group, Inc. | 0.31% | Add +0.3% | 2,090 | $1.1M |
| Bank of Hawaii | 0.06% | No change | 2,087 | $1.1M |
| JFS Wealth Advisors, LLC | 0.08% | Add +2.6% | 2,086 | $1.1M |
| SOL Capital Management CO | 0.12% | Add +0.1% | 2,075 | $1.1M |
| Jennison Associates LLC | 0.00% | Reduce -10.3% | 2,072 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +39.5% | 2,052 | $1.1M |
| Pacific Financial Group Inc. | 0.89% | Add +1.5% | 2,063 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -13.4% | 2,050 | $1.1M |
| Bradley Foster & Sargent Inc. | 0.02% | No change | 2,048 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +8.2% | 2,043 | $1.1M |
| High Falls Advisors, Inc | 0.26% | Reduce -22.7% | 2,038 | $1.1M |
| Marion Wealth Management | 0.29% | Add +0.2% | 2,035 | $1.1M |
| Maltin Wealth Management, Inc. | 0.51% | Add +4.4% | 2,034 | $1.1M |
| Taylor Financial Group, Inc. | 0.75% | Reduce -3.6% | 2,024 | $1.1M |
| Runnymede Capital Advisors, Inc. | 1.03% | Reduce -3.4% | 2,022 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 2,004 | $1.1M |
| Capital Planning Advisors, LLC | 0.16% | No change | 2,000 | $1.1M |
| Brighton Jones LLC | 0.03% | Reduce -2.2% | 1,995 | $1.1M |
| FF Advisors,LLC | 0.61% | Add +31.6% | 1,993 | $1.1M |
| NCM Capital Management, LLC | 0.48% | No change | 1,988 | $1.1M |
| Bill Few Associates, Inc. | 0.38% | No change | 1,988 | $1.1M |
| Founders Financial Securities LLC | 0.09% | Reduce -1.1% | 2,035 | $1.1M |
| Horizon Investments, LLC | 0.03% | Reduce -2.3% | 1,981 | $1.1M |
| Burling Wealth Partners, LLC | 0.22% | No change | 1,979 | $1.1M |
| Bear Mountain Capital, Inc. | 0.41% | No change | 2,019 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -12.5% | 1,968 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.08% | Reduce -6.3% | 1,962 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 1,960 | $1.0M |
| Astoria Portfolio Advisors LLC. | 0.36% | No change | 2,051 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.03% | Add +2.6% | 1,956 | $1.0M |
| Glassman Wealth Services | 0.17% | No change | 1,955 | $1.0M |
| Evanson Asset Management, LLC | 0.07% | Reduce -0.1% | 1,949 | $1.0M |
| Stephens Inc. | 0.02% | Add +21.2% | 1,941 | $1.0M |
| Appleton Partners Inc. | 0.08% | Add +98.5% | 1,941 | $1.0M |
| Simplicity Wealth,LLC | 0.08% | Add +53.1% | 1,935 | $1.0M |
| CX Institutional | 0.04% | Reduce -3.7% | 1,935 | $1.0M |
| White Pine Capital LLC | 0.36% | Reduce -0.5% | 1,929 | $1.0M |
| Koss-Olinger Consulting, LLC | 0.09% | New | 1,910 | $1.0M |
| Berger Financial Group, Inc | 0.07% | Add +94.4% | 1,907 | $1.0M |
| Wealth Watch Advisors, INC | 0.82% | Reduce -2.6% | 1,894 | $1.0M |
| Private Wealth Group, LLC | 0.59% | No change | 1,887 | $1.0M |
| Elevation Wealth Partners, LLC | 0.43% | Reduce -0.1% | 1,878 | $1.0M |
| Forza Wealth Management, LLC | 0.45% | Reduce -3.8% | 1,876 | $1.0M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $998K |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | Reduce -2.2% | 1,868 | $997K |
| Bremer Bank National Association | 0.18% | No change | 1,858 | $991K |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -9.2% | 1,855 | $990K |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -0.1% | 1,838 | $982K |
| Beacon Financial Advisory LLC | 0.30% | Reduce -1.1% | 1,832 | $977K |
| Financial Partners Group, LLC | 0.42% | Reduce -12.3% | 1,832 | $977K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -22.0% | 1,832 | $977K |
| Sfm, LLC | 0.72% | Reduce -3.6% | 1,825 | $974K |
| Journey Advisory Group, LLC | 0.08% | Add +3.6% | 1,819 | $970K |
| Cadence Bank | 0.07% | No change | 1,818 | $970K |
| Peterson Wealth Management | 0.65% | Add +3.4% | 1,816 | $969K |
| Sovereign Financial Group, Inc. | 0.22% | Reduce -0.6% | 1,804 | $962K |
| Pettyjohn, Wood & White, Inc. | 0.18% | No change | 1,790 | $955K |
| Farther Finance Advisors, LLC | 0.02% | Add +23.8% | 1,777 | $953K |
| Old North State Trust, LLC | 0.61% | No change | 1,671 | $952K |
| Sebold Capital Management, Inc. | 0.62% | Reduce -3.0% | 1,773 | $946K |
| Parsons Capital Management Inc. | 0.05% | Add +0.8% | 1,753 | $935K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -1.8% | 1,744 | $931K |
| Lynch & Associates | 0.20% | No change | 1,740 | $928K |
| Carolinas Wealth Consulting LLC | 0.20% | No change | 1,739 | $928K |
| E&G Advisors, LLC | 0.26% | Add +40.2% | 1,734 | $925K |
| Wood Tarver Financial Group, LLC | 0.30% | Reduce -1.4% | 1,730 | $923K |
| Darrow Company, Inc. | 0.51% | Reduce -43.4% | 1,730 | $923K |
| Compound Planning, Inc. | 0.04% | Add +11.2% | 1,725 | $920K |
| Credit Agricole S A | 0.00% | New | 1,725 | $920K |
| Fiera Capital Corp | 0.00% | No change | 1,725 | $920K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.1% | 1,723 | $919K |
| Townsquare Capital LLC | 0.01% | Add +14.2% | 1,717 | $916K |
| Paragon Capital Management Ltd | 0.19% | No change | 1,700 | $907K |
| Quadrant Capital Group LLC | 0.03% | Add +1.7% | 1,680 | $896K |
| Nemes Rush Group LLC | 0.11% | Reduce -5.6% | 1,671 | $891K |
| Legacy Private Trust Co. | 0.06% | No change | 1,666 | $889K |
| Jordan Park Group LLC | 0.06% | Reduce -41.6% | 1,664 | $888K |
| LCNB Corp. | 0.33% | Reduce -2.4% | 1,655 | $883K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +6.1% | 1,649 | $880K |
| Carrera Capital Advisors | 0.19% | Add +0.4% | 1,643 | $878K |
| Tritonpoint Wealth, LLC | 0.08% | No change | 1,638 | $876K |
| Adero Partners, LLC | 0.06% | No change | 1,642 | $876K |
| Pettinga Financial Advisors LLC | 0.21% | Add +9.0% | 1,636 | $873K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -0.2% | 1,634 | $872K |
| Sachetta, LLC | 0.36% | Reduce -4.3% | 1,629 | $869K |
| Gsa Capital Partners LLP | 0.08% | Reduce -25.9% | 1,629 | $869K |
| Harvest Investment Services, LLC | 0.24% | Reduce -47.2% | 1,620 | $864K |
| Prosperity Planning, Inc. | 0.39% | Reduce -1.6% | 1,616 | $862K |
| Greystone Financial Group, LLC | 0.16% | Add +0.2% | 1,602 | $855K |
| Rockland Trust Co. | 0.04% | No change | 1,601 | $854K |
| SkyView Investment Advisors, LLC | 0.13% | Reduce -20.0% | 1,600 | $854K |
| Andrews, Lucia Wealth Management LLC | 0.56% | No change | 1,470 | $837K |
| Acorn Wealth Advisors, LLC | 0.35% | Reduce -0.3% | 1,566 | $836K |
| Accredited Investors Inc. | 0.05% | No change | 1,566 | $836K |
| RTD Financial Advisors, Inc. | 0.11% | No change | 1,560 | $832K |
| VeraBank, N.A. | 0.23% | No change | 1,545 | $824K |
| Up Strategic Wealth Investment Advisors LLC | 0.73% | No change | 1,537 | $820K |
| American Money Management, LLC | 0.16% | No change | 1,534 | $818K |
| Spectrum Wealth Counsel, LLC | 0.10% | Reduce -13.7% | 1,525 | $814K |
| Clarendon Private LLC | 0.85% | Add +0.4% | 1,510 | $805K |
| Gen-Wealth Partners Inc | 0.34% | Reduce -24.4% | 1,508 | $804K |
| Vista Investment Management | 0.31% | Add +0.1% | 1,503 | $802K |
| Retirement Capital Strategies | 0.31% | No change | 1,502 | $801K |
| Howland Capital Management LLC | 0.04% | No change | 1,497 | $801K |
| General Partner, Inc. | 0.52% | No change | 1,484 | $792K |
| XTX Topco Ltd | 0.04% | New | 1,476 | $787K |
| Rialto Wealth Management, LLC | 0.25% | Add +0.4% | 1,473 | $786K |
| M3 Advisory Group, LLC | 0.62% | Add +1.2% | 1,470 | $784K |
| Omega Financial Group, LLC | 0.30% | Add +0.3% | 1,454 | $776K |
| Petix & Botte Co | 0.20% | No change | 1,450 | $774K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 1,449 | $773K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -0.4% | 1,447 | $772K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -7.5% | 1,449 | $771K |
| Rothschild Capital Partners, LLC | 0.20% | Reduce -88.0% | 1,445 | $771K |
| BigSur Wealth Management LLC | 0.21% | No change | 1,440 | $770K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -0.3% | 1,441 | $769K |
| Cascade Financial Partners, LLC | 0.10% | Reduce -5.6% | 1,440 | $768K |
| Davies Financial Advisors, Inc. | 0.65% | Add +192.7% | 1,440 | $768K |
| Clear Creek Financial Management, LLC | 0.08% | Add +48.5% | 1,437 | $767K |
| CCG Wealth Management, LLC | 0.46% | No change | 1,437 | $767K |
| Providence First Trust Co | 0.31% | Reduce -3.5% | 1,431 | $763K |
| Blackston Financial Advisory Group, LLC | 0.52% | Reduce -7.6% | 1,431 | $763K |
| Clarius Group, LLC | 0.05% | No change | 1,426 | $761K |
| Samalin Investment Counsel, LLC | 0.31% | Add +5.3% | 1,414 | $754K |
| BankPlus Trust Department | 0.25% | No change | 1,414 | $754K |
| Arkadios Wealth Advisors | 0.03% | Add +3.1% | 1,411 | $753K |
| MontVue Capital Management, Inc. | 0.60% | Reduce -3.8% | 1,408 | $751K |
| First City Capital Management, Inc. | 0.45% | No change | 1,402 | $748K |
| Berkshire Money Management, Inc. | 0.08% | Reduce -0.3% | 1,401 | $748K |
| Mission Wealth Management, LP | 0.02% | Add +55.7% | 1,401 | $747K |
| Lam Group, Inc. | 0.55% | No change | 1,400 | $747K |
| TruNorth Capital Management, LLC | 0.18% | Add +3382.5% | 1,393 | $743K |
| Sawgrass Asset Management LLC | 0.09% | No change | 1,393 | $743K |
| Quadrant Private Wealth Management, LLC | 0.19% | No change | 1,389 | $743K |
| Leisure Capital Management | 0.30% | No change | 1,390 | $742K |
| Tennessee Valley Asset Management Partners | 0.12% | Reduce -0.7% | 1,386 | $740K |
| City National Bank of Florida | 0.67% | Add +9.7% | 1,386 | $739K |
| Fca Corp. | 0.23% | No change | 1,380 | $736K |
| M. Kraus & Co | 0.22% | Reduce -19.1% | 1,375 | $734K |
| McGuire Investment Group, LLC | 0.11% | No change | 1,371 | $731K |
| Holistic Financial Partners | 0.35% | Add +0.2% | 1,370 | $731K |
| Harmony Asset Management LLC | 0.31% | No change | 1,369 | $730K |
| Fortress Private Ledger, LLC | 0.41% | Reduce -12.8% | 1,364 | $728K |
| Round Rock Advisors LLC | 0.13% | No change | 1,362 | $727K |
| Ashford Advisors, LLC | 0.18% | New | 1,361 | $726K |
| L.M. Kohn & Company | 0.19% | Add +0.6% | 1,353 | $722K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -1.9% | 1,352 | $721K |
| Gator Capital Management, LLC | 0.27% | Reduce -16.9% | 1,339 | $714K |
| Venture Visionary Partners LLC | 0.03% | Add +0.3% | 1,337 | $713K |
| Bell Bank | 0.04% | Reduce -4.5% | 1,335 | $712K |
| Viawealth, LLC | 0.44% | Reduce -4.0% | 1,325 | $707K |
| Long Road Investment Counsel, LLC | 0.27% | Reduce -17.0% | 1,320 | $704K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.2% | 1,318 | $703K |
| AE Wealth Management LLC | 0.01% | Reduce -22.4% | 1,312 | $700K |
| Stanich Group LLC | 0.52% | No change | 1,311 | $700K |
| Exencial Wealth Advisors, LLC | 0.03% | No change | 1,307 | $697K |
| Schrum Private Wealth Management LLC | 0.61% | No change | 1,298 | $693K |
| Fiduciary Alliance LLC | 0.07% | Reduce -0.7% | 1,295 | $691K |
| Peak Planning Group, LLC | 0.29% | Reduce -3.7% | 1,291 | $689K |
| One Capital Management, LLC | 0.02% | Add +0.6% | 1,288 | $688K |
| Roberts Glore & Co. Inc. | 0.21% | Reduce -40.3% | 1,288 | $687K |
| Truepoint, Inc. | 0.02% | Reduce -1.2% | 1,276 | $681K |
| Park National Corp. | 0.02% | No change | 1,270 | $678K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 1,268 | $676K |
| Saxon Interests, Inc. | 0.32% | Add +18.7% | 1,263 | $674K |
| Avalon Trust Co | 0.05% | No change | 1,254 | $669K |
| Panoramic Capital Partners, LLC | 0.69% | Add +7.3% | 1,428 | $669K |
| STAR Financial Bank | 0.49% | Reduce -7.3% | 1,251 | $667K |
| L & S Advisors Inc | 0.09% | Add +2.0% | 1,251 | $667K |
| Bridgewater Advisors Inc. | 0.06% | New | 1,278 | $667K |
| D.A. Davidson & Co. | 0.01% | Add +14.2% | 1,249 | $667K |
| Single Point Partners, LLC | 0.16% | No change | 1,248 | $666K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -2.2% | 1,248 | $666K |
| Peterson Wealth Services | 0.21% | Reduce -80.3% | 1,247 | $665K |
| Ellerson Group Inc. | 0.53% | Reduce -1.4% | 1,245 | $664K |
| Nicollet Investment Management, Inc. | 0.23% | No change | 1,245 | $664K |
| Nicolet Bankshares Inc. | 0.13% | Reduce -0.7% | 1,243 | $663K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $663K |
| Urban Financial Advisory Corp | 0.36% | Add +0.3% | 1,237 | $660K |
| Hohimer Wealth Management, LLC | 0.13% | No change | 1,235 | $659K |
| HM Payson & Co. | 0.01% | No change | 1,228 | $655K |
| CGN Advisors LLC | 0.06% | Add +1.7% | 1,225 | $654K |
| Kaydan Wealth Management, Inc. | 0.21% | Reduce -1.3% | 1,220 | $651K |
| Strategic Advisors LLC | 0.13% | Reduce -29.1% | 1,220 | $651K |
| Simon Quick Advisors, LLC | 0.04% | No change | 1,219 | $651K |
| BLB&B Advisors, LLC | 0.03% | No change | 1,219 | $650K |
| FAS Wealth Partners, Inc. | 0.05% | Add +16.2% | 1,217 | $649K |
| Smithfield Trust Co | 0.03% | No change | 1,219 | $649K |
| Trust Co. of Vermont | 0.03% | No change | 1,200 | $640K |
| Towne Trust Company, N.A | 0.22% | Add +164.6% | 1,196 | $638K |
| Corsair Capital Management, L.P. | 0.16% | No change | 1,196 | $638K |
| WBH Advisory Inc. | 0.06% | No change | 1,194 | $637K |
| Sanders Morris Harris LLC | 0.10% | No change | 1,192 | $636K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | No change | 1,191 | $635K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -43.0% | 1,190 | $635K |
| Paloma Partners Management Co | 0.23% | New | 1,189 | $634K |
| River Wealth Advisors LLC | 0.09% | Reduce -0.6% | 1,183 | $631K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 1,182 | $631K |
| Western Wealth Management, LLC | 0.04% | No change | 1,177 | $628K |
| Kanawha Capital Management LLC | 0.05% | Reduce -4.5% | 1,169 | $624K |
| Moment Partners, LLC | 0.12% | Add +4.0% | 1,168 | $623K |
| Pacific Sun Financial Corp | 0.35% | Add +1.3% | 1,165 | $622K |
| Jacksonville Wealth Management, LLC | 0.61% | Reduce -3.8% | 1,162 | $620K |
| FCG Investment Co | 0.39% | Add +6.6% | 1,159 | $618K |
| Miramar Capital, LLC | 0.15% | Add +1.9% | 1,156 | $617K |
| Evoke Wealth, LLC | 0.02% | No change | 1,152 | $616K |
| Opulen Financial Group LLC | 0.56% | Add +4.3% | 1,154 | $616K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 1,143 | $610K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $608K |
| Global Assets Advisory, LLC | 0.11% | Add +200.0% | 1,200 | $607K |
| Seelaus Asset Management LLC | 0.59% | Reduce -11.3% | 1,134 | $605K |
| New Hampshire Trust | 0.14% | No change | 1,134 | $605K |
| Obermeyer Wealth Partners | 0.03% | Reduce -1.8% | 1,125 | $600K |
| Grey Ledge Advisors, LLC | 0.16% | Reduce -12.0% | 1,122 | $599K |
| McIlrath & Eck, LLC | 0.07% | Reduce -1.7% | 1,120 | $597K |
| BSW Wealth Partners | 0.09% | No change | 1,118 | $596K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.9% | 1,111 | $593K |
| Advisors Capital Management, LLC | 0.01% | No change | 1,097 | $585K |
| Plante Moran Financial Advisors, LLC | 0.05% | Reduce -0.6% | 1,096 | $585K |
| Legacy Trust | 0.14% | No change | 1,091 | $582K |
| Parkside Financial Bank & Trust | 0.07% | No change | 1,089 | $581K |
| Flynn Zito Capital Management, LLC | 0.27% | No change | 1,087 | $580K |
| NewEdge Wealth, LLC | 0.01% | Reduce -92.3% | 1,084 | $578K |
| Genesis Wealth Advisors, LLC | 0.47% | Reduce -4.4% | 1,081 | $577K |
| HUB Investment Partners, LLC | 0.02% | Reduce -65.0% | 1,079 | $576K |
| Fagan Associates, Inc. | 0.10% | Reduce -3.5% | 1,077 | $575K |
| HCR Wealth Advisors | 0.07% | Reduce -0.4% | 1,075 | $574K |
| Royal Fund Management, LLC | 0.07% | No change | 1,075 | $573K |
| Mirador Capital Partners LP | 0.10% | Add +10.6% | 1,074 | $573K |
| WealthShield Partners, LLC | 0.07% | Reduce -3.0% | 1,071 | $573K |
| Keystone Global Partners, LLC | 0.40% | — | 1,067 | $569K |
| First Western Trust Bank | 0.03% | Add +11.2% | 1,055 | $563K |
| StoneX Group Inc. | 0.03% | Add +13.6% | 1,047 | $560K |
| Compass Planning Associates Inc | 0.56% | Add +0.1% | 1,044 | $557K |
| First National Trust Co | 0.02% | Reduce -1.4% | 1,039 | $554K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $554K |
| Broadview Financial Management, LLC | 0.41% | Reduce -3.1% | 1,038 | $554K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 1,036 | $553K |
| WorthPointe, LLC | 0.25% | No change | 1,032 | $551K |
| Certified Advisory Corp | 0.06% | Reduce -3.6% | 1,026 | $548K |
| United Bank | 0.07% | No change | 1,025 | $547K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $546K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.3% | 1,023 | $546K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.1% | 1,014 | $541K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.2% | 1,014 | $541K |
| Apella Capital, LLC | 0.02% | Reduce -12.2% | 1,050 | $538K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $537K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 1,000 | $533K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,000 | $533K |
| Cypress Capital, LLC | 0.15% | New | 999 | $533K |
| Ghe, LLC | 0.24% | No change | 1,000 | $533K |
| Silvia McColl Wealth Management, LLC | 0.40% | No change | 994 | $530K |
| Pollock Investment Advisors, LLC | 0.43% | No change | 991 | $529K |
| Tanager Wealth Management LLP | 0.07% | No change | 988 | $528K |
| Vishria Bird Financial Group, LLC | 0.18% | No change | 989 | $528K |
| TFG Advisers LLC | 0.19% | Add +2.9% | 981 | $523K |
| Leo Wealth, LLC | 0.07% | Add +0.1% | 975 | $520K |
| Members Trust Co | 0.02% | New | 966 | $515K |
| American Century Companies Inc. | 0.00% | New | 965 | $515K |
| Maren Capital LLC | 0.04% | No change | 964 | $514K |
| Eagle Strategies LLC | 0.09% | Add +7.3% | 960 | $512K |
| SevenBridge Financial Group, LLC | 0.10% | No change | 917 | $511K |
| Wolverine Trading, LLC | 0.02% | Reduce -79.7% | 958 | $510K |
| FWG Holdings, LLC | 0.25% | No change | 977 | $510K |
| Valeo Financial Advisors, LLC | 0.01% | Add +8.0% | 949 | $506K |
| Blue Trust, Inc. | 0.01% | Add +25.3% | 945 | $504K |
| JNBA Financial Advisors | 0.05% | Reduce -2.3% | 943 | $503K |
| Titleist Asset Management, LLC | 0.06% | Add +15.6% | 943 | $503K |
| Canal Capital Management, LLC | 0.08% | No change | 938 | $500K |
| 3EDGE Asset Management, LP | 0.03% | Reduce -14.3% | 932 | $497K |
| Lee Danner & Bass Inc. | 0.04% | Add +23.0% | 925 | $493K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 925 | $493K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -16.5% | 923 | $493K |
| Bayesian Capital Management, LP | 0.08% | New | 924 | $493K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $491K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -0.7% | 919 | $490K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $488K |
| First Business Financial Services, Inc. | 0.05% | Reduce -0.2% | 915 | $488K |
| IFP Advisors, Inc | 0.01% | Add +5.6% | 909 | $485K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | Add +0.1% | 906 | $483K |
| Eagle Global Advisors LLC | 0.02% | Reduce -4.2% | 905 | $483K |
| First PREMIER Bank | 0.12% | No change | 902 | $481K |
| Vertex Planning Partners, LLC | 0.10% | No change | 900 | $480K |
| Henderson Brothers Financial Partners, LLC | 0.24% | — | 796 | $480K |
| McCarthy & Cox | 0.21% | Add +9.3% | 897 | $479K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -55.1% | 897 | $478K |
| Commonwealth Financial Services, LLC | 0.10% | Add +25.2% | 895 | $478K |
| Creekside Partners | 0.25% | Add +0.2% | 892 | $476K |
| Glenview Trust Co | 0.01% | Reduce -2.1% | 887 | $473K |
| Trexquant Investment LP | 0.01% | Add +22.2% | 886 | $473K |
| Brightwater Advisory LLC | 0.37% | Add +11.7% | 877 | $468K |
| Apeiron RIA LLC | 0.14% | Add +18.3% | 874 | $466K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $466K |
| Rovin Capital /Ut/ | 0.15% | No change | 873 | $466K |
| Evernest Financial Advisors, LLC | 0.17% | No change | 871 | $465K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +28.7% | 870 | $464K |
| Naviter Wealth, LLC | 0.06% | No change | 866 | $462K |
| Abound Financial, LLC | 0.23% | No change | 864 | $461K |
| Woodmont Investment Counsel LLC | 0.03% | Add +7.5% | 863 | $460K |
| Ancora Advisors LLC | 0.01% | Add +4.2% | 862 | $460K |
| Montis Financial, LLC | 0.14% | Add +0.3% | 861 | $460K |
| Red Door Wealth Management, LLC | 0.07% | Reduce -30.3% | 860 | $459K |
| Thrive Wealth Management, LLC | 0.09% | Reduce -27.6% | 856 | $457K |
| Rockline Wealth Management, LLC | 0.13% | No change | 855 | $456K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.2% | 854 | $455K |
| Denver Wealth Management, Inc. | 0.21% | Reduce -0.2% | 852 | $455K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 852 | $455K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 849 | $453K |
| Stablepoint Partners, LLC | 0.08% | Reduce -6.8% | 849 | $453K |
| Missouri Trust & Investment Co | 0.16% | Reduce -4.5% | 841 | $449K |
| Platform Technology Partners | 0.13% | No change | 841 | $449K |
| Optimum Investment Advisors | 0.21% | Reduce -0.6% | 840 | $448K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 835 | $447K |
| Harbour Investment Management LLC | 0.20% | No change | 833 | $446K |
| Redwood Park Advisors LLC | 0.37% | Reduce -5.1% | 835 | $445K |
| Institute for Wealth Management, LLC. | 0.06% | Add +30.0% | 832 | $444K |
| MRWM Advisors, LLC | 0.31% | New | 831 | $443K |
| Seascape Capital Management | 0.15% | No change | 818 | $436K |
| Apollon Financial, LLC | 0.10% | No change | 817 | $436K |
| Mutual Advisors, LLC | 0.01% | Reduce -77.7% | 839 | $434K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 814 | $434K |
| Parcion Private Wealth LLC | 0.04% | No change | 810 | $432K |
| Scientech Research LLC | 0.11% | New | 806 | $430K |
| Beirne Wealth Consulting Services, LLC | 0.15% | Reduce -3.3% | 802 | $430K |
| Rehmann Capital Advisory Group | 0.03% | No change | 804 | $429K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 804 | $429K |
| Strategic Financial Concepts, LLC | 0.08% | Add +0.3% | 804 | $429K |
| Glaxis Capital Management, LLC | 1.65% | Reduce -79.0% | 800 | $427K |
| Marquette Asset Management, LLC | 0.08% | No change | 800 | $427K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $427K |
| Progressive Investment Management Corp | 0.12% | No change | 799 | $426K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 799 | $426K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 798 | $426K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $426K |
| Verdence Capital Advisors LLC | 0.03% | No change | 797 | $425K |
| Tudor Financial Inc. | 0.26% | Reduce -68.1% | 796 | $425K |
| Orleans Capital Management Corp. | 0.25% | No change | 791 | $422K |
| Catalyst Financial Partners LLC | 0.08% | Add +10.5% | 791 | $422K |
| Maxele Advisors, LLC | 0.41% | No change | 790 | $421K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -12.5% | 788 | $420K |
| Rise Advisors, LLC | 0.18% | Add +15.1% | 784 | $418K |
| Parallel Advisors, LLC | 0.01% | Add +27.0% | 781 | $416K |
| D. Scott Neal, Inc. | 0.23% | No change | 780 | $416K |
| Summit Place Financial Advisors, LLC | 0.23% | No change | 780 | $416K |
| Founders Grove Wealth Partners, LLC | 0.12% | No change | 778 | $415K |
| PFG Investments, LLC | 0.03% | Add +0.1% | 768 | $410K |
| Ayrshire Capital Management LLC | 0.20% | No change | 767 | $409K |
| United Community Bank | 0.15% | Add +27.4% | 766 | $409K |
| Wealth Architects, LLC | 0.04% | Reduce -0.1% | 764 | $408K |
| River Street Advisors LLC | 0.20% | Reduce -7.0% | 761 | $406K |
| North Star Asset Management Inc. | 0.02% | Add +8.1% | 757 | $404K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +13.4% | 755 | $404K |
| Neumann Capital Management, LLC | 0.14% | Reduce -16.7% | 750 | $400K |
| Elios Financial Group Inc. | 0.20% | Add +0.1% | 750 | $400K |
| Summit Asset Management, LLC | 0.07% | No change | 748 | $399K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $399K |
| Cadinha & Co. LLC | 0.09% | No change | 742 | $396K |
| Octavia Wealth Advisors, LLC | 0.05% | No change | 737 | $394K |
| Pioneer Trust Bank N A | 0.10% | Reduce -1.1% | 735 | $392K |
| Howard Capital Management Group, LLC | 0.03% | No change | 735 | $392K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 734 | $392K |
| ArborFi Advisors, LLC | 0.39% | Reduce -9.3% | 732 | $391K |
| Ardent Capital Management, Inc. | 0.17% | No change | 730 | $389K |
| John W. Brooker & Co., CPAs | 0.16% | Add +0.1% | 730 | $389K |
| Norden Group LLC | 0.04% | Add +3.1% | 723 | $386K |
| Objectivity Squared, LLC | 0.32% | Add +0.4% | 774 | $385K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +28.8% | 715 | $384K |
| Sunpointe, LLC | 0.20% | Add +3.6% | 717 | $383K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -5.9% | 717 | $383K |
| Field & Main Bank | 0.13% | New | 713 | $380K |
| S.A. Mason LLC | 0.20% | No change | 706 | $377K |
| Watershed Private Wealth LLC | 0.15% | Reduce -1.7% | 705 | $376K |
| US Financial Advisors, LLC | 0.11% | No change | 705 | $376K |
| Hickory Point Bank & Trust | 0.33% | No change | 703 | $375K |
| Keudell/Morrison Wealth Management | 0.09% | New | 703 | $375K |
| Black Diamond Financial, LLC | 0.06% | No change | 702 | $375K |
| Simplex Trading, LLC | 0.01% | New | 702 | $374K |
| Aberdeen Wealth Management LLC | 0.26% | No change | 701 | $374K |
| Mathes Company, Inc. | 0.15% | Reduce -17.6% | 700 | $373K |
| Retirement Planning Co of New England, Inc. | 0.19% | No change | 697 | $372K |
| Zacks Investment Management | 0.00% | Add +10.8% | 697 | $372K |
| Measured Risk Portfolios, Inc. | 0.40% | Reduce -6.2% | 697 | $372K |
| WP Advisors, LLC | 0.12% | Add +0.4% | 697 | $372K |
| Carret Asset Management, LLC | 0.04% | No change | 695 | $371K |
| Brand Asset Management Group, Inc. | 0.15% | Reduce -1.6% | 694 | $370K |
| SouthState Bank Corp | 0.02% | Add +56.8% | 690 | $368K |
| JDM Financial Group LLC | 0.19% | Reduce -3.5% | 689 | $368K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 689 | $368K |
| Tyler-Stone Wealth Management | 0.07% | No change | 688 | $367K |
| Seven Mile Advisory | 0.24% | No change | 687 | $367K |
| REDW Wealth LLC | 0.14% | Reduce -1.3% | 684 | $365K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +4.6% | 687 | $365K |
| Milestone Asset Management, LLC | 0.08% | Add +7.7% | 683 | $365K |
| Capital Advisors Inc. | 0.01% | Reduce -6.8% | 683 | $364K |
| Benjamin Edwards Inc. | 0.01% | Add +13.7% | 682 | $364K |
| CRA Financial Services, LLC | 0.06% | Add +8.8% | 679 | $362K |
| Larson Financial Group LLC | 0.02% | Reduce -72.1% | 676 | $361K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 675 | $360K |
| Orion Capital Management LLC | 0.15% | No change | 674 | $359K |
| Colonial Trust Co / SC | 0.06% | Reduce -2.6% | 673 | $359K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -10.6% | 673 | $359K |
| Trail Ridge Investment Advisors, LLC | 0.18% | Reduce -7.0% | 669 | $357K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 668 | $356K |
| Wealth Alliance, LLC | 0.04% | Reduce -29.8% | 665 | $355K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 661 | $353K |
| Bogart Wealth, LLC | 0.02% | Reduce -27.4% | 660 | $352K |
| Bridges Investment Management Inc. | 0.01% | New | 660 | $352K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 656 | $350K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $349K |
| Principal Securities, Inc. | 0.01% | No change | 613 | $349K |
| First Financial Bankshares Inc | 0.01% | Reduce -0.5% | 654 | $349K |
| Lane & Associates LLC | 0.19% | Add +6.7% | 653 | $349K |
| Forum Financial Management, LP | 0.01% | No change | 650 | $347K |
| Ruggaard & Associates LLC | 0.15% | No change | 650 | $347K |
| Dohj, LLC | 0.08% | No change | 650 | $347K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 650 | $347K |
| Monterey Private Wealth, Inc. | 0.10% | No change | 649 | $346K |
| Ledyard National Bank | 0.03% | Reduce -0.9% | 647 | $345K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $344K |
| XY Planning Network, Inc. | 0.23% | Add +2.1% | 644 | $344K |
| Finivi Inc. | 0.28% | Add +28.1% | 643 | $343K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -5.6% | 637 | $340K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 635 | $339K |
| Asset Planning Corporation | 0.20% | Add +20.8% | 634 | $338K |
| CM Wealth Advisors LLC | 0.11% | No change | 629 | $336K |
| Well Done, LLC | 0.06% | No change | 590 | $336K |
| Congress Asset Management Co. | 0.00% | Reduce -58.6% | 629 | $336K |
| Toth Financial Advisory Corp. | 0.04% | Add +11.6% | 626 | $334K |
| Riggs Asset Managment Co. Inc. | 0.09% | No change | 623 | $332K |
| Betterment LLC | 0.00% | Add +23.9% | 622 | $332K |
| Armstrong, Fleming & Moore, Inc | 0.40% | New | 620 | $331K |
| Optivise Advisory Services LLC | 0.19% | Reduce -39.3% | 619 | $330K |
| Optima Capital LLC | 0.21% | No change | 617 | $330K |
| Scarborough Advisors, LLC | 0.05% | Reduce -16.6% | 614 | $328K |
| Sapient Capital LLC | 0.01% | Reduce -7.4% | 612 | $327K |
| Pandora Wealth, Inc. | 0.22% | — | 613 | $327K |
| Shaker Investments LLC | 0.16% | Add +0.3% | 609 | $325K |
| Belpointe Asset Management LLC | 0.02% | Reduce -57.9% | 607 | $324K |
| Empirical Asset Management, LLC | 0.11% | Add +27.4% | 604 | $322K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 604 | $322K |
| Roehl & Yi Investment Advisors, LLC | 0.17% | No change | 603 | $322K |
| SYM FINANCIAL Corp | 0.04% | Add +0.5% | 603 | $322K |
| SPC Financial, Inc. | 0.03% | No change | 603 | $322K |
| TriaGen Wealth Management LLC | 0.11% | No change | 600 | $320K |
| SkyOak Wealth, LLC | 0.07% | No change | 600 | $320K |
| Eisler Capital Management Ltd. | 0.01% | New | 600 | $320K |
| Visionary Wealth Advisors | 0.02% | Reduce -5.7% | 597 | $319K |
| Signaturefd, LLC | 0.01% | Reduce -3.3% | 591 | $315K |
| Novare Capital Management LLC | 0.03% | No change | 591 | $315K |
| Ellis Investment Partners, LLC | 0.07% | Add +25.5% | 590 | $315K |
| Berkeley, Inc | 0.15% | No change | 586 | $313K |
| Financial Council, LLC | 0.17% | Add +8.5% | 585 | $312K |
| CoreCap Advisors, LLC | 0.01% | Add +4.7% | 582 | $310K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 575 | $308K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -36.1% | 575 | $308K |
| Legacy Financial Strategies, LLC | 0.07% | No change | 576 | $307K |
| Heritage Investment Group, Inc. | 0.06% | No change | 575 | $307K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $306K |
| Dividend Assets Capital, LLC | 0.06% | No change | 571 | $305K |
| Northeast Planning Associates, Inc. / NH / | 0.25% | No change | 570 | $304K |
| Paragon Capital Management LLC | 0.17% | No change | 570 | $304K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 570 | $304K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -48.7% | 569 | $303K |
| RiverFront Investment Group, LLC | 0.01% | Add +18.7% | 566 | $302K |
| Members Wealth LLC | 0.23% | No change | 566 | $302K |
| QRG Capital Management, Inc. | 0.00% | Add +0.4% | 565 | $301K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 564 | $301K |
| NWF Advisory Services Inc. | 0.04% | Add +0.2% | 562 | $300K |
| Avity Investment Management Inc. | 0.02% | No change | 560 | $299K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 559 | $298K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -12.6% | 555 | $296K |
| 2UniFi Bank | 0.19% | Add +5.2% | 522 | $295K |
| Asset Dedication, LLC | 0.02% | Add +50.7% | 553 | $295K |
| Waters Parkerson & Co., LLC | 0.02% | New | 550 | $293K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +2.3% | 546 | $292K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -11.8% | 547 | $292K |
| Annex Advisory Services, LLC | 0.01% | Add +0.2% | 547 | $292K |
| Coordinated Financial Services, Inc. | 0.23% | — | 545 | $291K |
| Heritage Trust Co | 0.04% | No change | 544 | $290K |
| TD Asset Management Inc | 0.00% | Reduce -3.0% | 542 | $289K |
| Cortland Associates Inc. | 0.03% | Reduce -11.9% | 542 | $289K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 541 | $289K |
| Arcadia Investment Management Corp. | 0.05% | No change | 540 | $288K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -35.1% | 539 | $288K |
| Councilor Wealth, LLC | 0.14% | New | 537 | $287K |
| Thompson Davis & Co., Inc. | 0.23% | Reduce -1.8% | 537 | $286K |
| McElhenny Sheffield Capital Management, LLC | 0.11% | No change | 535 | $285K |
| Evergreen Capital Management LLC | 0.01% | No change | 533 | $285K |
| Contravisory Investment Management, Inc. | 0.06% | Reduce -10.8% | 526 | $281K |
| Washington Trust Bank | 0.03% | No change | 526 | $281K |
| Bangor Savings Bank | 0.03% | Add +0.2% | 524 | $279K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 523 | $279K |
| Aprio Wealth Management, LLC | 0.03% | No change | 523 | $279K |
| Medallion Wealth Advisors, LLC | 0.13% | Add +0.6% | 519 | $279K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $278K |
| Granite Harbor Advisors, Inc. | 0.15% | No change | 520 | $277K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 520 | $277K |
| Wealthcare Capital Management LLC | 0.03% | Add +44.6% | 519 | $277K |
| JSF Financial, LLC | 0.07% | Add +0.2% | 518 | $276K |
| Camden National Bank | 0.04% | Reduce -14.4% | 516 | $275K |
| Libra Wealth LLC | 0.10% | No change | 515 | $275K |
| Northeast Financial Consultants Inc | 0.01% | No change | 513 | $274K |
| Guidance Point Advisors, LLC | 0.08% | Reduce -23.4% | 512 | $273K |
| Kwmg, LLC | 0.03% | No change | 508 | $271K |
| MBL Wealth, LLC | 0.03% | Add +1.6% | 508 | $271K |
| Dentgroup LLC | 0.20% | New | 508 | $271K |
| Marcum Wealth, LLC | 0.02% | Add +2.2% | 507 | $270K |
| Bar Harbor Wealth Management | 0.02% | No change | 504 | $269K |
| Creative Financial Designs Inc. | 0.02% | Reduce -19.1% | 503 | $268K |
| Aerodigm Wealth, LLC | 0.15% | No change | 503 | $268K |
| Investment Research & Advisory Group, Inc. | 0.11% | No change | 503 | $268K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +20.7% | 501 | $267K |
| Napatree Capital LLC | 0.15% | Add +5.9% | 500 | $267K |
| PAX Financial Group, LLC | 0.05% | No change | 500 | $267K |
| Fusion Family Wealth, LLC | 0.02% | No change | 500 | $267K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 500 | $267K |
| Mendel Money Management | 0.13% | Reduce -0.4% | 497 | $265K |
| Apexium Financial, LP | 0.02% | No change | 496 | $265K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 493 | $263K |
| Burney Co./ | 0.01% | Add +0.4% | 492 | $262K |
| Wedmont Private Capital | 0.01% | No change | 524 | $261K |
| Cypress Wealth Services, LLC | 0.05% | No change | 485 | $259K |
| Bfsg, LLC | 0.03% | No change | 485 | $259K |
| Signet Financial Management, LLC | 0.03% | Reduce -38.1% | 480 | $256K |
| Hobart Private Capital, LLC | 0.06% | Add +26.2% | 477 | $254K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 476 | $254K |
| Citizens Business Bank | 0.06% | No change | 475 | $253K |
| Birch Hill Investment Advisors LLC | 0.01% | Reduce -0.6% | 475 | $253K |
| Flagship Private Wealth, LLC | 0.12% | Reduce -13.8% | 474 | $253K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $253K |
| Bedell Frazier Investment Counselling, LLC | 0.06% | New | 473 | $252K |
| Arete Wealth Advisors, LLC | 0.02% | Add +5.1% | 472 | $252K |
| Gateway Wealth Partners, LLC | 0.06% | Add +4.7% | 471 | $251K |
| CapWealth Advisors, LLC | 0.03% | No change | 471 | $251K |
| Lesa Sroufe & Co | 0.25% | — | 470 | $251K |
| Garrett Wealth Advisory Group, LLC | 0.06% | No change | 469 | $250K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -6.8% | 469 | $250K |
| PDS Planning, Inc | 0.02% | Reduce -0.6% | 468 | $250K |
| IHT Wealth Management, LLC | 0.01% | Reduce -1.5% | 468 | $250K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $249K |
| WealthTrust Axiom LLC | 0.08% | No change | 466 | $248K |
| Tradition Wealth Management, LLC | 0.02% | No change | 466 | $248K |
| Capital Investment Counsel, LLC | 0.04% | New | 465 | $248K |
| Isthmus Partners, LLC | 0.03% | No change | 465 | $248K |
| Bensler, LLC | 0.03% | No change | 465 | $248K |
| Root Financial Partners, LLC | 0.03% | No change | 464 | $248K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +1.1% | 464 | $248K |
| Johnson Financial Group, LLC | 0.03% | New | 463 | $247K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $245K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 460 | $245K |
| Keel Point, LLC | 0.02% | Reduce -8.4% | 460 | $245K |
| Alpha Cubed Investments, LLC | 0.01% | Add +0.2% | 460 | $245K |
| Allegheny Financial Group | 0.06% | Reduce -8.7% | 451 | $241K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 451 | $241K |
| Westside Investment Management, Inc. | 0.05% | No change | 450 | $241K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $240K |
| Aquire Wealth Advisors, LLC | 0.07% | Add +1.1% | 449 | $240K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $239K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 448 | $239K |
| First Pacific Financial | 0.05% | Add +0.5% | 448 | $239K |
| Avior Wealth Management, LLC | 0.01% | Reduce -24.4% | 448 | $239K |
| Excalibur Management Corp. | 0.09% | No change | 447 | $238K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -14.6% | 445 | $238K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 445 | $237K |
| Oder Investment Management, LLC | 0.20% | No change | 443 | $236K |
| PGIM Custom Harvest LLC | 0.01% | Add +11.1% | 442 | $236K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 440 | $235K |
| FSM Wealth Advisors, LLC | 0.05% | No change | 439 | $234K |
| AlphaCore Capital LLC | 0.02% | New | 439 | $234K |
| Debussy Capital Management LP | 0.04% | Add +19.2% | 435 | $232K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 426 | $232K |
| Windsor Capital Management, LLC | 0.07% | Reduce -6.5% | 434 | $231K |
| Fermata Advisors, LLC | 0.04% | Reduce -14.9% | 434 | $231K |
| William Mack & Associates, Inc. | 0.20% | No change | 431 | $230K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $229K |
| Madden Advisory Services, Inc. | 0.11% | Add +1.2% | 428 | $228K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.2% | 428 | $228K |
| Broadway Wealth Solutions, Inc. | 0.17% | No change | 427 | $228K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -6.6% | 426 | $227K |
| Unified Investment Management | 0.27% | New | 425 | $227K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $227K |
| Pachira Investments Inc. | 0.16% | Reduce -97.5% | 425 | $226K |
| Cynosure Group, LLC | 0.03% | No change | 421 | $225K |
| National Bank of Canada | 0.00% | Add +306.8% | 419 | $223K |
| Park Avenue Securities LLC | 0.00% | Add +5.3% | 419 | $223K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $223K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -85.6% | 417 | $222K |
| Essex Bank | 0.05% | No change | 415 | $221K |
| Fiduciary Wealth Partners, LLC | 0.19% | — | 413 | $220K |
| Trust Co | 0.03% | No change | 411 | $219K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 410 | $219K |
| Financial Advisory Corp | 0.04% | No change | 407 | $217K |
| Sheets Smith Wealth Management | 0.03% | No change | 405 | $216K |
| Alexander Randolph Advisory, Inc. | 0.21% | No change | 404 | $216K |
| Grassi Investment Management | 0.02% | Add +0.3% | 404 | $215K |
| Wambolt & Associates, LLC | 0.07% | Reduce -19.4% | 400 | $215K |
| Alpha Zero LLC | 0.16% | Reduce -28.6% | 400 | $213K |
| Counterweight Ventures, LLC | 0.15% | No change | 400 | $213K |
| Pursue Wealth Partners LLC | 0.13% | No change | 400 | $213K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $213K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $213K |
| Hoese & Co LLP | 0.18% | No change | 400 | $213K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -21.1% | 399 | $213K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $212K |
| Magnus Financial Group LLC | 0.02% | Add +10.6% | 396 | $211K |
| First American Trust, FSB | 0.02% | Reduce -0.8% | 395 | $211K |
| Objective Capital Management, LLC | 0.27% | Add +0.3% | 394 | $210K |
| Tranquility Partners, LLC | 0.08% | No change | 392 | $209K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $209K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 390 | $208K |
| Accurate Wealth Management, LLC | 0.04% | Add +15.8% | 419 | $207K |
| Edgestream Partners, L.P. | 0.01% | New | 387 | $206K |
| RFP Financial Group LLC | 0.08% | No change | 385 | $205K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $205K |
| Empower Advisory Group, LLC | 0.00% | Reduce -26.8% | 385 | $205K |
| Investment Partners, LTD. | 0.08% | Reduce -32.6% | 383 | $204K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $204K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.5% | 381 | $203K |
| Breakwater Investment Management | 0.09% | No change | 380 | $203K |
| SteelPeak Wealth, LLC | 0.01% | New | 377 | $202K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 377 | $201K |
| Fortem Financial Group, LLC | 0.08% | No change | 376 | $201K |
| Atwood & Palmer Inc. | 0.01% | No change | 373 | $199K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +2.6% | 358 | $190K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $189K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $187K |
| Pingora Partners LLC | 0.14% | No change | 350 | $187K |
| CNB Bank | 0.09% | Add +46.4% | 344 | $184K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 333 | $177K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 332 | $177K |
| Operose Advisors LLC | 0.06% | No change | 329 | $176K |
| Fairman Group, LLC | 0.16% | Reduce -11.4% | 271 | $175K |
| Mather Group, Llc. | 0.00% | No change | 328 | $175K |
| Darwin Wealth Management, LLC | 0.06% | No change | 303 | $173K |
| LRI Investments, LLC | 0.02% | Add +39.7% | 324 | $173K |
| Mountain Hill Investment Partners Corp. | 0.16% | No change | 300 | $160K |
| South Plains Financial, Inc. | 0.12% | No change | 298 | $159K |
| Key Financial Inc | 0.03% | Reduce -3.3% | 296 | $158K |
| UMB Bank, n.a. | 0.00% | No change | 285 | $152K |
| Bernard Wealth Management Corp. | 0.07% | No change | 281 | $150K |
| Flaharty Asset Management, LLC | 0.02% | New | 278 | $148K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Add +0.4% | 268 | $143K |
| Archer Investment Corp | 0.04% | Add +0.4% | 257 | $137K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $134K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -10.9% | 245 | $131K |
| Longview Financial Advisors LLC | 0.09% | No change | 244 | $130K |
| Trivant Custom Portfolio Group, LLC | 0.07% | Reduce -41.1% | 236 | $126K |
| Dagco, Inc. | 0.04% | New | 227 | $121K |
| American National Bank & Trust | 0.01% | Reduce -18.9% | 214 | $114K |
| Comprehensive Financial Planning, Inc. | 0.11% | No change | 213 | $114K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 205 | $110K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.5% | 202 | $107K |
| PFG Private Wealth Management, LLC | 0.06% | No change | 199 | $106K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $106K |
| Noble Wealth Management PBC | 0.07% | No change | 192 | $102K |
| Russell Investments Group, Ltd. | 0.00% | Add +442.9% | 190 | $101K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -11.6% | 190 | $101K |
| Godsey & Gibb, Inc. | 0.01% | No change | 185 | $99K |
| Monetary Management Group Inc. | 0.03% | No change | 180 | $96K |
| Tortoise Investment Management, LLC | 0.01% | No change | 177 | $94K |
| Arax Advisory Partners | 0.01% | Add +496.6% | 173 | $92K |
| Costello Asset Management, INC | 0.04% | No change | 172 | $92K |
| Citizens National Bank Trust Department | 0.02% | New | 168 | $90K |
| Graybill Wealth Management, LTD. | 0.03% | — | 165 | $88K |
| Accredited Wealth Management, LLC | 0.07% | Add +5.8% | 164 | $88K |
| Horizons Wealth Management | 0.07% | No change | 164 | $87K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $87K |
| Assetmark, Inc. | 0.00% | Reduce -18.5% | 159 | $85K |
| Beacon Capital Management, LLC | 0.01% | Reduce -13.8% | 156 | $83K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 156 | $83K |
| Lanark Financial, Inc. | 0.01% | — | 157 | $83K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 150 | $80K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $80K |
| Thompson Investment Management, Inc. | 0.01% | No change | 150 | $80K |
| TOWER TRUST & INVESTMENT Co | 0.06% | — | 151 | $79K |
| Marshall & Sterling Wealth Advisors Inc. | 0.05% | No change | 147 | $78K |
| FSA Wealth Management LLC | 0.03% | No change | 145 | $77K |
| AllSquare Wealth Management LLC | 0.05% | Add +44.4% | 143 | $76K |
| Richardson Capital Management LLC | 0.05% | Add +173.1% | 142 | $76K |
| PrairieView Partners, LLC | 0.01% | Reduce -40.0% | 135 | $72K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $72K |
| Pinney & Scofield, Inc. | 0.05% | No change | 134 | $71K |
| MilWealth Group LLC | 0.02% | No change | 131 | $70K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -19.1% | 131 | $70K |
| Ascentis Wealth Management, LLC | 0.02% | Add +200.0% | 129 | $70K |
| Rogco, LP | 0.03% | No change | 130 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $67K |
| Rothschild Investment LLC | 0.00% | No change | 120 | $64K |
| Canton Hathaway, LLC | 0.01% | No change | 115 | $61K |
| Innovative Advisory Group, LLC | 0.06% | No change | 110 | $59K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -15.5% | 109 | $58K |
| Continuum Advisory, LLC | 0.01% | No change | 107 | $57K |
| AdvisorNet Financial, Inc | 0.00% | No change | 105 | $56K |
| Newton One Investments LLC | 0.02% | Reduce -15.7% | 102 | $55K |
| Parvin Asset Management, LLC | 0.06% | No change | 100 | $53K |
| Clean Yield Group | 0.02% | No change | 100 | $53K |
| Security National Bank | 0.01% | No change | 100 | $53K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $53K |
| Man Group plc | 0.00% | No change | 100 | $53K |
| Toronto Dominion Bank | 0.00% | No change | 100 | $53K |
| Islay Capital Management, LLC | 0.04% | No change | 98 | $52K |
| 1 North Wealth Services LLC | 0.02% | New | 98 | $52K |
| Banque Cantonale Vaudoise | 0.00% | — | 95 | $51K |
| Greenline Partners, LLC | 0.01% | No change | 94 | $50K |
| Ameriflex Group, Inc. | 0.02% | Add +10.8% | 92 | $49K |
| Main Street Group, LTD | 0.02% | No change | 90 | $48K |
| First Community Trust NA | 0.04% | No change | 90 | $48K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 90 | $48K |
| City Holding Co. | 0.01% | Add +80.0% | 90 | $48K |
| Cloud Capital Management, LLC | 0.03% | — | 91 | $48K |
| Smartleaf Asset Management LLC | 0.00% | No change | 88 | $47K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $45K |
| Bollard Group LLC | 0.00% | No change | 80 | $43K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 80 | $43K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $42K |
| Synergy Investment Management, LLC | 0.02% | No change | 77 | $41K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +928.6% | 72 | $38K |
| Marshall Investment Management, LLC | 0.02% | New | 61 | $33K |
| Alpine Bank Wealth Management | 0.01% | — | 60 | $32K |
| Brooklyn Investment Group | 0.01% | Reduce -12.5% | 56 | $30K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $30K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $28K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | — | 51 | $27K |
| Activest Wealth Management | 0.01% | Reduce -71.0% | 51 | $27K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $27K |
| West Branch Capital LLC | 0.01% | No change | 50 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $27K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $27K |
| Aviso Financial Inc. | 0.00% | New | 50 | $27K |
| Hollencrest Capital Management | 0.00% | Reduce -74.9% | 50 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $26K |
| Concord Wealth Partners | 0.00% | No change | 47 | $25K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 46 | $25K |
| Capital Analysts, LLC | 0.00% | Add +15.4% | 45 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $23K |
| Curio Wealth, LLC | 0.01% | Reduce -95.1% | 2 | $23K |
| ORG Partners LLC | 0.01% | Reduce -66.7% | 43 | $23K |
| Bellwether Advisors, LLC | 0.00% | No change | 41 | $22K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $19K |
| Amundi | 0.00% | No change | 35 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 33 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 30 | $16K |
| Financial Connections Group, Inc. | 0.01% | No change | 31 | $16K |
| Consultiva Wealth Management, Corp. | 0.05% | New | 28 | $15K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $14K |
| N.E.W. Advisory Services LLC | 0.00% | New | 27 | $14K |
| Burkett Financial Services, LLC | 0.01% | No change | 25 | $14K |
| Olistico Wealth, LLC | 0.01% | Reduce -28.6% | 25 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 25 | $13K |
| Painted Porch Advisors LLC | 0.01% | No change | 25 | $13K |
| Chilton Capital Management LLC | 0.00% | Reduce -59.0% | 25 | $13K |
| Ridgewood Investments LLC | 0.01% | No change | 22 | $12K |
| Arlington Trust Co LLC | 0.00% | No change | 22 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 180 | $11K |
| CKW Financial Group | 0.00% | No change | 20 | $11K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 20 | $11K |
| Roble, Belko & Company, Inc | 0.00% | No change | 19 | $10K |
| Capital A Wealth Management, LLC | 0.01% | Add +5.9% | 18 | $10K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 17 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $9K |
| NFSG Corp | 0.00% | No change | 16 | $9K |
| Kentucky Trust Co | 0.01% | No change | 16 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 16 | $9K |
| Delta Asset Management LLC | 0.00% | No change | 15 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 13 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 13 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $4K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 4 | $2K |
| Hemington Wealth Management | 0.00% | No change | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 1 | $533 |
"% 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.