State Street SPDR S&P MidcapMDYETF
13F holders, Q2 2025 (June 30)1,349holders −11
68new positions
65sold out
7famous investors
$564.49avg. 13F price*
At the end of Q2 2025, 1,349 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, down 11 from Q1 2025. 68 opened new positions and 65 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($748.9M) and Wells Fargo & Company ($714.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q2 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $183.2M |
| Exits | 65 | $202.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,790,920 shares bought and 1,765,553 shares sold, net +25,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,349 holders
| Bank of America Corp. | 0.10% | Reduce -0.7% | 2,237,977 | $1.3B |
| Morgan Stanley | 0.05% | Add +25.7% | 1,322,032 | $748.9M |
| Wells Fargo & Company | 0.16% | Reduce -2.0% | 1,261,666 | $714.7M |
| Northern Trust Corp. | 0.09% | Reduce -1.4% | 1,100,679 | $623.5M |
| US Bancorp \de | 0.72% | Reduce -1.9% | 1,015,783 | $575.4M |
| Pathstone Holdings, LLC | 2.01% | Reduce -0.7% | 897,244 | $507.3M |
| Goldman Sachs Group Inc. | 0.08% | Add +37.4% | 867,700 | $491.5M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -2.8% | 723,545 | $409.9M |
| Moore Capital Management, LP | 7.70% | Add +73.2% | 633,725 | $359.0M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Add +6.3% | 613,019 | $347.3M |
| UBS Group AG | 0.07% | Reduce -9.1% | 610,592 | $345.9M |
| Raymond James Financial Inc. | 0.10% | Reduce -5.0% | 526,538 | $298.3M |
| Bank of Montreal | 0.14% | Add +0.4% | 500,851 | $283.7M |
| Royal Bank of Canada | 0.05% | Add +20.1% | 437,496 | $247.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -3.2% | 415,574 | $235.4M |
| Alliancebernstein L.P. | 0.05% | Add +4.3% | 264,972 | $150.1M |
| Creative Planning | 0.13% | Reduce -18.5% | 263,805 | $149.4M |
| MAI Capital Management | 0.98% | Add +1.9% | 249,015 | $141.1M |
| Corient Private Wealth LP | 0.18% | Reduce -2.0% | 239,454 | $135.6M |
| Arvest Bank Trust Division | 7.66% | Add +0.3% | 231,924 | $131.4M |
| HighTower Advisors, LLC | 0.16% | Add +3.4% | 224,683 | $127.3M |
| Conservest Capital Advisors, Inc. | 12.21% | Reduce -2.1% | 218,195 | $123.6M |
| BNP Paribas Financial Markets | 0.09% | Reduce -21.5% | 203,192 | $115.1M |
| LPL Financial LLC | 0.03% | Add +9.0% | 172,211 | $97.6M |
| Bank of New York Mellon Corp | 0.02% | Add +1.5% | 172,008 | $97.4M |
| Welch & Forbes LLC | 1.20% | Reduce -0.3% | 169,447 | $96.0M |
| Waddell & Associates, LLC | 8.68% | Add +1.4% | 143,568 | $81.3M |
| Susquehanna International Group, LLP | 0.12% | Add +172.5% | 139,508 | $79.0M |
| Whittier Trust Co. | 0.91% | Reduce -2.2% | 132,647 | $75.1M |
| Cerity Partners LLC | 0.13% | Reduce -2.4% | 128,923 | $73.0M |
| Truist Financial Corp. | 0.10% | Add +4.7% | 122,839 | $69.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.17% | Reduce -43.8% | 122,461 | $69.4M |
| FineMark National Bank & Trust | 2.35% | Reduce -1.6% | 122,014 | $69.1M |
| Hills Bank & Trust Co | 4.25% | Reduce -1.0% | 119,169 | $67.5M |
| Brown Advisory Inc. | 0.09% | Add +0.5% | 118,721 | $67.3M |
| HRT Financial LP | 0.27% | Add +3581.0% | 108,920 | $61.7M |
| Stifel Financial Corp. | 0.06% | Reduce -5.4% | 106,069 | $60.1M |
| Montag A & Associates Inc. | 2.93% | Reduce -1.8% | 105,494 | $60.0M |
| Mariner, LLC | 0.09% | Add +3.8% | 105,365 | $59.7M |
| SG Americas Securities, LLC | 0.27% | Reduce -49.6% | 104,840 | $59.4M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -4.9% | 101,557 | $57.5M |
| Atlantic Union Bankshares Corp | 1.18% | New | 90,942 | $51.5M |
| WASHINGTON TRUST Co | 1.77% | Reduce -0.1% | 88,255 | $50.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.8% | 80,953 | $47.1M |
| Squarepoint Ops LLC | 0.10% | Add +140.2% | 82,480 | $46.7M |
| Focus Partners Wealth | 0.10% | Reduce -2.8% | 80,814 | $45.8M |
| Blair William & Co. | 0.12% | Add +3.5% | 78,366 | $44.4M |
| Ameriprise Financial Inc. | 0.01% | Add +11.6% | 77,255 | $43.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.8% | 77,053 | $43.6M |
| Henshaw Capital LLC | 1.69% | No change | 75,050 | $42.5M |
| Osaic Holdings, Inc. | 0.07% | Add +0.4% | 73,872 | $41.9M |
| Captrust Financial Advisors | 0.09% | Reduce -3.4% | 73,269 | $41.5M |
| Divergent Planning, LLC | 11.91% | Add +5.6% | 70,243 | $40.3M |
| Pittenger & Anderson Inc. | 1.45% | Reduce -0.4% | 69,817 | $39.5M |
| Cetera Investment Advisers | 0.07% | Add +10.4% | 69,133 | $39.2M |
| Portland Global Advisors LLC | 4.55% | Reduce -1.6% | 68,185 | $38.6M |
| Whittier Trust Co. of Nevada Inc. | 0.87% | Add +0.5% | 68,066 | $38.6M |
| Midwest Trust Co | 0.50% | — | 64,215 | $36.4M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Add +0.2% | 61,808 | $35.1M |
| Ascent Wealth Partners, LLC | 4.32% | Add +0.8% | 61,813 | $35.0M |
| Citizens Financial Group Inc. | 0.55% | Add +30.9% | 60,781 | $34.4M |
| Smith, Moore & Co. | 2.87% | Reduce -0.3% | 60,296 | $34.2M |
| MassMutual Private Wealth & Trust, FSB | 0.91% | Reduce -0.2% | 60,125 | $34.1M |
| Pinnacle Associates Ltd. | 0.49% | Reduce -5.7% | 59,147 | $33.5M |
| SCS Capital Management LLC | 0.35% | Reduce -9.7% | 55,547 | $31.5M |
| Mirae Asset Securities (usa) Inc. | 1.38% | New | 55,382 | $31.4M |
| Peapack Gladstone Financial Corp. | 0.43% | Reduce -0.2% | 53,596 | $30.4M |
| Oldfather Financial Services, LLC | 10.37% | Add +2.6% | 53,275 | $30.2M |
| Granite Bay Wealth Management, LLC | 9.37% | Add +2.2% | 51,486 | $29.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.1% | 51,176 | $29.0M |
| Heritage Investors Management Corp. | 0.91% | Reduce -1.1% | 50,907 | $28.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +4.3% | 50,794 | $28.8M |
| Crewe Advisors LLC | 4.04% | Reduce -1.0% | 50,435 | $28.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +19.7% | 50,104 | $28.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 50,000 | $28.3M |
| Prescott Group Capital Management, L.L.C. | 3.30% | Add +43.7% | 49,323 | $27.9M |
| MetLife Investment Management, LLC | 0.16% | Reduce -38.1% | 48,400 | $27.4M |
| IFG Advisors, LLC | 4.57% | Add +3.5% | 48,003 | $27.2M |
| Clearstead Advisors, LLC | 0.37% | Reduce -9.1% | 47,015 | $26.6M |
| Chicago Partners Investment Group LLC | 0.76% | Add +1.2% | 44,902 | $26.4M |
| Cumberland Advisors Inc. | 10.65% | Reduce -7.7% | 44,702 | $25.3M |
| Comerica Bank | 0.10% | Reduce -17.9% | 44,311 | $25.1M |
| LCM Capital Management Inc | 12.92% | Add +0.2% | 43,891 | $24.9M |
| Klingman & Associates, LLC | 1.32% | Add +0.0% | 42,378 | $24.0M |
| Composition Wealth, LLC | 0.40% | Add +40.8% | 41,988 | $23.8M |
| Conning Inc. | 0.82% | No change | 40,185 | $22.8M |
| BlackRock, Inc. | 0.00% | Reduce -24.5% | 39,525 | $22.4M |
| Bessemer Group Inc. | 0.04% | Reduce -2.7% | 39,232 | $22.2M |
| Jane Street Group, LLC | 0.04% | Add +1011.0% | 38,273 | $21.7M |
| Lido Advisors, LLC | 0.11% | Reduce -0.8% | 38,084 | $21.6M |
| Basswood Capital Management, L.L.C. | 1.07% | New | 38,082 | $21.6M |
| Curi Capital, LLC | 0.41% | Add +33.8% | 37,933 | $21.6M |
| Johnson Investment Counsel Inc. | 0.19% | Add +0.3% | 36,411 | $20.6M |
| 1ST Source Bank | 1.13% | Add +0.3% | 36,139 | $20.5M |
| Steele Capital Management, Inc. | 0.91% | Reduce -1.1% | 33,507 | $19.0M |
| Pinnacle Financial Partners Inc | 0.39% | Reduce -0.6% | 32,936 | $18.7M |
| Trustmark Bank Trust Department | 1.26% | Reduce -0.2% | 32,237 | $18.3M |
| Hancock Whitney Corp. | 0.35% | Add +9.2% | 31,936 | $18.1M |
| Tandem Wealth Advisors LLC | 8.92% | Add +8.8% | 31,828 | $18.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +6.4% | 31,519 | $17.9M |
| FMR LLC | 0.00% | Add +2.7% | 31,265 | $17.7M |
| Waldron Private Wealth LLC | 0.76% | Reduce -11.8% | 30,898 | $17.5M |
| Curbstone Financial Management Corp | 3.58% | Add +3.4% | 30,806 | $17.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -74.1% | 29,707 | $16.8M |
| EP Wealth Advisors, LLC | 0.11% | Reduce -5.4% | 29,627 | $16.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.89% | Reduce -34.9% | 29,579 | $16.8M |
| Madison Asset Management, LLC | 0.18% | Reduce -16.4% | 29,164 | $16.5M |
| Serenus Wealth Advisors, LLC | 2.78% | Reduce -6.6% | 28,879 | $16.4M |
| Tiller Private Wealth, Inc. | 6.11% | Add +1.2% | 28,354 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -0.7% | 27,377 | $15.5M |
| M&T Bank Corp | 0.05% | Reduce -9.7% | 27,098 | $15.4M |
| Commerce Bank | 0.09% | Add +0.6% | 26,454 | $15.0M |
| Simmons Bank | 1.03% | Reduce -4.2% | 25,606 | $14.5M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Reduce -4.7% | 25,464 | $14.4M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.0% | 24,826 | $14.1M |
| Wealth Alliance Advisory Group, LLC | 2.68% | Add +3.7% | 24,825 | $14.1M |
| MML Investors Services, LLC | 0.04% | Reduce -11.9% | 23,839 | $13.5M |
| Glenmede Investment Management, LP | 0.07% | — | 23,750 | $13.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +2.3% | 23,526 | $13.3M |
| Atlantic Edge Private Wealth Management, LLC | 3.60% | Reduce -5.3% | 23,146 | $13.1M |
| Caldwell Trust Co | 1.23% | Reduce -2.6% | 21,670 | $12.3M |
| Cresset Asset Management, LLC | 0.06% | Reduce -7.1% | 21,570 | $12.3M |
| MCF Advisors LLC | 0.80% | Reduce -1.7% | 21,391 | $12.1M |
| Thrive Wealth Management, LLC | 1.96% | Add +2398.9% | 21,391 | $12.1M |
| Old National Bancorp | 0.22% | Add +7.1% | 21,376 | $12.1M |
| Savant Capital, LLC | 0.08% | Add +0.1% | 20,339 | $11.5M |
| Trifecta Capital Advisors, LLC | 1.91% | No change | 20,254 | $11.5M |
| Carnegie Investment Counsel | 0.23% | Reduce -4.8% | 20,102 | $11.4M |
| Ameritas Investment Partners, Inc. | 0.36% | Add +3.6% | 20,045 | $11.4M |
| Callan Family Office, LLC | 0.36% | Reduce -1.4% | 19,875 | $11.3M |
| Exchange Capital Management, Inc. | 1.68% | Reduce -0.9% | 19,852 | $11.2M |
| jvl associates llc | 4.03% | Reduce -0.1% | 19,801 | $11.2M |
| Wellspring Financial Advisors, LLC | 0.99% | Reduce -13.7% | 19,714 | $11.2M |
| Franklin Resources Inc. | 0.00% | Add +12.9% | 19,295 | $10.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.5% | 19,234 | $10.9M |
| Lutz Financial Services LLC | 0.84% | Reduce -0.0% | 19,107 | $10.8M |
| Country Club Bank | 0.67% | Add +2.4% | 18,911 | $10.7M |
| Dumont & Blake Investment Advisors LLC | 2.77% | Reduce -6.8% | 18,711 | $10.6M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -2.4% | 17,368 | $9.8M |
| Hummer Financial Advisory Services Inc | 7.35% | No change | 17,228 | $9.8M |
| Brown Brothers Harriman & Co. | 0.06% | Reduce -0.1% | 17,211 | $9.7M |
| Peddock Capital Advisors, LLC | 2.24% | Reduce -11.0% | 17,136 | $9.7M |
| Canopy Partners, LLC | 3.56% | Reduce -2.3% | 17,127 | $9.7M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -1.2% | 17,075 | $9.7M |
| Mill Creek Capital Advisors, LLC | 0.21% | Add +12.9% | 17,031 | $9.6M |
| Cyndeo Wealth Partners, LLC | 0.56% | Add +43.3% | 16,774 | $9.5M |
| Csenge Advisory Group | 0.50% | Add +2.9% | 17,212 | $9.4M |
| Harbour Trust & Investment Management Co | 1.04% | Reduce -0.9% | 16,625 | $9.4M |
| NBT Bank, N.A. | 0.64% | Reduce -5.3% | 16,526 | $9.4M |
| Citigroup Inc. | 0.01% | Add +8.1% | 16,505 | $9.3M |
| Bordeaux Wealth Advisors LLC | 1.20% | Reduce -4.6% | 16,500 | $9.3M |
| Nixon Peabody Trust Co. | 0.72% | Reduce -0.5% | 16,472 | $9.3M |
| Brookstone Capital Management | 0.12% | Reduce -0.0% | 16,359 | $9.3M |
| First Financial Bank - Trust Division | 0.81% | Reduce -0.8% | 16,282 | $9.2M |
| Arvest Investments, Inc. | 1.38% | Add +0.6% | 16,171 | $9.2M |
| First Merchants Corp. | 0.35% | Reduce -3.3% | 16,073 | $9.1M |
| Agf Management Ltd. | 0.04% | Reduce -0.6% | 16,054 | $9.1M |
| Granite FO LLC | 5.14% | Add +4.9% | 16,033 | $9.1M |
| Quantinno Capital Management LP | 0.04% | Reduce -10.7% | 16,021 | $9.1M |
| Twin Tree Management, LP | 0.23% | New | 16,013 | $9.1M |
| World Investment Advisors | 0.21% | Reduce -1.3% | 16,001 | $9.1M |
| GFS Advisors, LLC | 1.23% | Reduce -11.9% | 15,838 | $9.0M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -0.0% | 15,834 | $9.0M |
| Montz Harcus Wealth Management LLC | 4.31% | Add +0.2% | 15,752 | $8.9M |
| Old Mission Capital LLC | 0.23% | New | 15,542 | $8.8M |
| Capstone Financial Advisors, Inc. | 0.51% | Reduce -1.4% | 15,450 | $8.8M |
| Howard Capital Management, LLC | 0.13% | Reduce -4.7% | 15,378 | $8.7M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -8.6% | 15,328 | $8.7M |
| Cwm, LLC | 0.03% | Add +0.5% | 14,741 | $8.3M |
| RMR Wealth Builders | 0.76% | Add +2.3% | 14,686 | $8.3M |
| Fifth Third Securities, Inc. | 0.62% | Add +2.1% | 14,580 | $8.3M |
| Tiaa Trust, National Association | 0.02% | Reduce -2.7% | 14,545 | $8.2M |
| Seeds Investor LLC | 1.92% | Add +136.5% | 14,412 | $8.2M |
| Means Investment Co., Inc. | 0.77% | Reduce -1.8% | 14,409 | $8.2M |
| Central Bank & Trust Co. | 1.32% | Reduce -6.1% | 14,258 | $8.1M |
| Ieq Capital, LLC | 0.05% | Reduce -0.8% | 14,217 | $8.1M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.0M |
| Bearing Point Capital, LLC | 1.47% | Add +0.1% | 14,071 | $8.0M |
| KCM Investment Advisors LLC | 0.27% | Reduce -3.0% | 14,027 | $7.9M |
| Boyd Watterson Asset Management LLC | 2.51% | No change | 13,936 | $7.9M |
| Arbor Trust Wealth Advisors, LLC | 3.83% | Reduce -0.2% | 13,789 | $7.8M |
| CW Advisors, LLC | 0.08% | Add +20.2% | 13,794 | $7.8M |
| Chesley Taft & Associates LLC | 0.35% | Reduce -1.0% | 13,733 | $7.8M |
| Yousif Capital Management, LLC | 0.08% | Reduce -43.3% | 13,509 | $7.7M |
| Symmetry Investments LP | 0.63% | Reduce -24.3% | 13,250 | $7.5M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -9.9% | 13,240 | $7.5M |
| Smith Anglin Financial, LLC | 0.67% | Reduce -4.1% | 13,071 | $7.4M |
| TKG Advisors, LLC | 3.31% | Reduce -0.6% | 13,030 | $7.4M |
| Pacific Center for Financial Services | 2.00% | Reduce -0.5% | 13,010 | $7.4M |
| Busey Bank | 0.22% | No change | 12,968 | $7.3M |
| Boston Family Office LLC | 0.49% | Reduce -0.1% | 12,920 | $7.3M |
| Staley Capital Advisers Inc. | 0.31% | Reduce -1.0% | 12,844 | $7.3M |
| AQR Capital Management | 0.01% | Add +98.1% | 12,714 | $7.2M |
| Meridian Wealth Advisors, LLC | 1.13% | Reduce -0.9% | 12,669 | $7.2M |
| &partners | 0.06% | Add +82.2% | 12,661 | $7.2M |
| Mechanics Bank Trust Department | 1.03% | Reduce -19.8% | 12,657 | $7.2M |
| Grove Bank & Trust | 0.87% | Reduce -3.2% | 12,325 | $7.0M |
| Sand Hill Global Advisors, LLC | 0.26% | Reduce -0.1% | 12,202 | $6.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.3% | 11,984 | $6.8M |
| Dakota Wealth Management | 0.14% | Reduce -0.9% | 11,889 | $6.7M |
| Capital Group Private Client Services, Inc. | 0.06% | Add +0.0% | 11,860 | $6.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.8% | 11,843 | $6.7M |
| First Horizon Advisors, Inc. | 0.17% | Add +4.8% | 11,741 | $6.7M |
| Community Bank, N.A. | 0.87% | Reduce -0.1% | 11,739 | $6.6M |
| Waverly Advisors, LLC | 0.07% | Add +2.3% | 11,690 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -31.9% | 11,640 | $6.6M |
| Tudor Investment Corporation | 0.05% | Add +10.9% | 11,626 | $6.6M |
| Synovus Financial Corp. | 0.08% | Reduce -0.0% | 11,554 | $6.5M |
| Linscomb Wealth, Inc. | 0.30% | Reduce -9.9% | 11,481 | $6.5M |
| Barclays PLC | 0.00% | Reduce -8.3% | 11,443 | $6.5M |
| Hanover Advisors Inc. | 2.62% | Reduce -3.6% | 11,336 | $6.4M |
| Goelzer Investment Management, Inc. | 0.34% | Reduce -2.4% | 11,088 | $6.3M |
| Bank of Nova Scotia | 0.01% | Reduce -20.2% | 11,017 | $6.2M |
| Inspire Trust Co, N.A. | 1.29% | Add +4.8% | 11,000 | $6.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Reduce -3.5% | 10,982 | $6.2M |
| Latigo Investments, LLC | 3.20% | No change | 10,962 | $6.2M |
| Lodestar Private Asset Management LLC | 0.71% | Add +4.1% | 10,862 | $6.2M |
| CMG Global Holdings, LLC | 3.21% | Add +12.4% | 10,407 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +3.0% | 10,763 | $6.1M |
| Leavell Investment Management, Inc. | 0.27% | Add +0.3% | 10,712 | $6.1M |
| Madison Park Capital Advisors, LLC | 5.09% | Reduce -7.1% | 10,672 | $6.0M |
| LYNX Capital Group Ltd. | 2.89% | Reduce -1.3% | 10,578 | $6.0M |
| Hopwood Financial Services, Inc. | 4.68% | Reduce -0.1% | 10,574 | $6.0M |
| Palisade Asset Management, LLC | 0.59% | Reduce -0.6% | 10,443 | $5.9M |
| Diversified Portfolios, Inc. | 0.56% | Reduce -3.5% | 10,393 | $5.9M |
| Retirement Income Solutions, Inc. | 1.08% | Reduce -2.8% | 10,388 | $5.9M |
| Adirondack Trust Co. | 2.13% | Reduce -3.4% | 10,380 | $5.9M |
| Gries Financial LLC | 1.06% | Reduce -0.0% | 10,294 | $5.8M |
| Daymark Wealth Partners, LLC | 0.22% | Add +2.6% | 10,267 | $5.8M |
| Balyasny Asset Management L.P. | 0.01% | Add +12.6% | 10,130 | $5.7M |
| Summit Financial, LLC | 0.13% | Add +6.4% | 10,047 | $5.7M |
| Badgley Phelps Wealth Managers, LLC | 0.13% | Add +4.9% | 10,041 | $5.7M |
| Allworth Financial LP | 0.03% | Add +20.4% | 10,057 | $5.7M |
| G&S Capital LLC | 2.26% | Reduce -0.1% | 10,052 | $5.7M |
| Wilmar Advisors LLC | 5.44% | No change | 10,000 | $5.7M |
| RBF Capital, LLC | 0.28% | No change | 10,000 | $5.7M |
| Newport Capital Group, LLC | 3.81% | Add +4.3% | 9,922 | $5.6M |
| Private Wealth Asset Management, LLC | 0.75% | Reduce -5.5% | 9,925 | $5.6M |
| CENTRAL TRUST Co | 0.13% | Add +0.9% | 9,802 | $5.6M |
| Alexis Investment Partners, LLC | 2.39% | Reduce -12.9% | 9,784 | $5.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.6% | 9,669 | $5.5M |
| Sageworth Trust Co | 0.30% | Reduce -0.1% | 9,571 | $5.4M |
| Motco | 0.52% | Add +3.2% | 9,385 | $5.4M |
| Resonant Capital Advisors, LLC | 0.34% | Reduce -2.8% | 9,452 | $5.4M |
| Modera Wealth Management, LLC | 0.07% | Reduce -0.9% | 9,474 | $5.4M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 9,444 | $5.3M |
| Peak Asset Management, LLC | 0.98% | Reduce -1.7% | 9,402 | $5.3M |
| Ti-Trust, Inc. | 3.56% | Add +2.8% | 9,378 | $5.3M |
| Flputnam Investment Management Co. | 0.09% | Reduce -7.6% | 9,309 | $5.3M |
| Harbour Investments, Inc. | 0.13% | Add +6.9% | 9,303 | $5.3M |
| Firestone Capital Management | 1.23% | Reduce -0.1% | 9,217 | $5.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -36.6% | 9,195 | $5.2M |
| Balboa Wealth Partners | 1.04% | Add +0.5% | 9,159 | $5.2M |
| Court Place Advisors, LLC | 1.63% | Reduce -3.9% | 9,134 | $5.2M |
| Bank of New Hampshire | 1.28% | Reduce -0.1% | 9,096 | $5.2M |
| Cape Cod Five Cents Savings Bank | 0.47% | No change | 9,002 | $5.1M |
| Mayflower Financial Advisors, LLC | 0.71% | Reduce -5.2% | 9,026 | $5.1M |
| Bokf, NA | 0.08% | Reduce -3.7% | 9,003 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.6% | 8,839 | $5.0M |
| Colorado Capital Management, Inc. | 2.14% | Reduce -6.4% | 8,824 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Add +16.6% | 8,771 | $5.0M |
| Crestwood Advisors Group, LLC | 0.09% | Add +200.5% | 8,795 | $5.0M |
| Meridian Investment Counsel Inc. | 1.35% | Add +0.3% | 8,750 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +24.9% | 8,577 | $4.9M |
| Millennium Management | 0.00% | Reduce -91.6% | 8,551 | $4.8M |
| Midwest Financial Group LLC | 2.54% | Reduce -3.8% | 8,545 | $4.8M |
| Associated Banc-Corp | 0.14% | Reduce -7.9% | 8,534 | $4.8M |
| Paulson Wealth Management Inc. | 1.24% | Add +8.2% | 8,487 | $4.8M |
| HSBC Holdings PLC | 0.00% | Reduce -1.0% | 8,400 | $4.8M |
| AMG National Trust Bank | 0.12% | No change | 8,361 | $4.7M |
| Highview Capital Management LLC | 1.80% | Add +0.6% | 8,240 | $4.7M |
| Barrett & Company, Inc. | 1.74% | Add +1.1% | 8,208 | $4.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.68% | Add +4.0% | 7,958 | $4.6M |
| Breakwater Capital Group | 0.75% | Add +1.5% | 8,169 | $4.6M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -3.2% | 8,143 | $4.6M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -2.6% | 8,105 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.8% | 8,086 | $4.6M |
| North Star Investment Management Corp. | 0.32% | Add +4.8% | 8,061 | $4.6M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.52% | No change | 8,441 | $4.5M |
| Victory Financial Group, LLC | 0.71% | Reduce -16.7% | 7,946 | $4.5M |
| Bay Rivers Group | 2.04% | Add +0.7% | 7,861 | $4.5M |
| Finley Financial, LLC | 2.22% | Reduce -1.4% | 7,810 | $4.4M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -7.2% | 7,756 | $4.4M |
| Prospera Financial Services Inc | 0.08% | Add +0.9% | 7,718 | $4.4M |
| CreativeOne Wealth, LLC | 0.11% | Add +20.8% | 7,688 | $4.4M |
| Intrepid Financial Planning Group LLC | 1.83% | Reduce -0.1% | 7,681 | $4.4M |
| Laird Norton Wetherby Wealth Management, LLC | 0.19% | — | 7,630 | $4.3M |
| KMG Fiduciary Partners, LLC | 0.32% | Reduce -3.8% | 7,616 | $4.3M |
| Smith Chas P & Associates Pa Cpas | 0.24% | Add +14.1% | 7,610 | $4.3M |
| Sonata Capital Group Inc. | 1.69% | Reduce -1.6% | 7,476 | $4.2M |
| NorthCrest Asset Manangement, LLC | 0.11% | Reduce -0.2% | 7,252 | $4.2M |
| Fidelis Capital Partners, LLC | 0.38% | Reduce -2.0% | 7,377 | $4.2M |
| Evensky & Katz LLC | 0.26% | Reduce -1.7% | 7,449 | $4.2M |
| Keybank National Association | 0.02% | Reduce -0.8% | 7,448 | $4.2M |
| Haverford Trust Co | 0.04% | Add +4.2% | 7,399 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +34.0% | 7,346 | $4.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 7,326 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | Reduce -14.3% | 7,281 | $4.1M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -0.2% | 7,218 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.07% | Reduce -30.5% | 7,186 | $4.1M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.6% | 7,127 | $4.0M |
| NBW Capital LLC | 0.87% | Add +1.8% | 7,083 | $4.0M |
| Houlihan Financial Resource Group, Ltd. | 1.65% | Reduce -3.9% | 6,965 | $4.0M |
| Davis R M Inc. | 0.07% | Reduce -0.7% | 7,016 | $4.0M |
| PFG Advisors | 0.18% | Add +21.1% | 7,004 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +2.5% | 6,937 | $3.9M |
| Fifth Third Wealth Advisors LLC | 0.16% | Add +75.7% | 6,921 | $3.9M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -9.0% | 6,914 | $3.9M |
| Segment Wealth Management, LLC | 0.25% | Reduce -0.9% | 6,864 | $3.9M |
| Benchmark Financial Wealth Advisors, LLC | 1.28% | Reduce -9.1% | 6,829 | $3.9M |
| Ballentine Partners, LLC | 0.06% | Reduce -0.3% | 6,816 | $3.9M |
| Bailard, Inc. | 0.09% | Add +5.5% | 6,731 | $3.8M |
| Graypoint LLC | 0.21% | Add +17.9% | 6,697 | $3.8M |
| Union Savings Bank | 1.74% | Reduce -3.2% | 6,582 | $3.8M |
| Nicolet Advisory Services, LLC | 0.32% | Add +14.1% | 6,609 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -4.3% | 6,597 | $3.7M |
| Glen Eagle Advisors, LLC | 0.57% | Reduce -0.6% | 6,526 | $3.7M |
| Bristlecone Advisors, LLC | 0.31% | Reduce -0.3% | 6,494 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +8.5% | 6,484 | $3.7M |
| First Citizens Bank & Trust Co. | 0.07% | Add +6.4% | 6,461 | $3.7M |
| Keystone Financial Group | 0.33% | Reduce -0.5% | 6,412 | $3.6M |
| Tandem Investment Partners LLC | 3.15% | Reduce -6.5% | 6,372 | $3.6M |
| Woodstock Corp. | 0.33% | Add +2.6% | 6,352 | $3.6M |
| Salomon & Ludwin, LLC | 0.35% | Reduce -0.3% | 6,199 | $3.6M |
| Greenleaf Trust | 0.03% | Reduce -1.8% | 6,249 | $3.5M |
| New Century Financial Group, LLC | 4.13% | Reduce -2.4% | 6,212 | $3.5M |
| Crews Bank & Trust | 0.55% | Reduce -0.4% | 6,205 | $3.5M |
| Matrix Asset Advisors Inc. | 0.36% | Reduce -4.2% | 6,200 | $3.5M |
| Elyxium Wealth, LLC | 1.32% | No change | 6,200 | $3.5M |
| Advisory Services Network, LLC | 0.06% | Add +9.8% | 6,089 | $3.5M |
| Charter Research & Investment Group, Inc. | 2.61% | Reduce -1.7% | 6,172 | $3.5M |
| Choreo, LLC | 0.05% | Add +0.1% | 54,401 | $3.5M |
| Fiduciary Trust Co | 0.04% | Reduce -1.5% | 6,137 | $3.5M |
| Clear Point Advisors Inc. | 2.92% | Reduce -1.8% | 6,146 | $3.5M |
| Audent Global Asset Management, LLC | 2.43% | Reduce -5.4% | 5,994 | $3.4M |
| Precedent Wealth Partners, LLC | 0.83% | No change | 5,951 | $3.4M |
| Paladin Advisory Group, LLC | 2.53% | Reduce -0.6% | 5,853 | $3.3M |
| Sepio Capital, LP | 0.23% | No change | 5,810 | $3.3M |
| Sentinel Trust Co. Lba | 0.36% | Reduce -10.4% | 5,785 | $3.3M |
| Romano Brothers and Company | 0.40% | Reduce -2.3% | 5,755 | $3.3M |
| Flagstar Securities, Inc. | 0.90% | Reduce -1.6% | 5,697 | $3.2M |
| Washburn Capital Management, Inc. | 1.88% | Reduce -15.2% | 51,690 | $3.2M |
| Whalerock Point Partners, LLC | 0.71% | No change | 5,645 | $3.2M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -0.7% | 5,637 | $3.2M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -10.5% | 5,630 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +0.0% | 5,570 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +82.5% | 5,560 | $3.1M |
| Steph & Co. | 1.02% | Reduce -0.3% | 5,547 | $3.1M |
| Penobscot Investment Management Company, Inc. | 0.27% | No change | 5,517 | $3.1M |
| GAMCO Investors | 0.03% | New | 5,507 | $3.1M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.2% | 5,476 | $3.1M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -19.8% | 5,442 | $3.1M |
| Eastern Bank | 0.06% | Reduce -1.0% | 5,437 | $3.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -1.7% | 5,360 | $3.0M |
| Argent Trust Co | 0.11% | Add +3.4% | 5,294 | $3.0M |
| Garden State Investment Advisory Services LLC | 0.80% | Reduce -11.1% | 5,200 | $3.0M |
| Miller Investment Management, LP | 0.31% | No change | 5,201 | $2.9M |
| Sowell Financial Services LLC | 0.12% | Add +2.1% | 5,153 | $2.9M |
| Coastline Trust Co | 0.33% | Add +8.4% | 5,086 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +11.0% | 5,082 | $2.9M |
| Capital Advisory Group Advisory Services, LLC | 1.03% | Add +3.8% | 5,060 | $2.9M |
| Spinnaker Trust | 0.17% | Reduce -0.0% | 5,056 | $2.9M |
| Gilman Hill Asset Management, LLC | 0.47% | Add +11.1% | 5,052 | $2.9M |
| Sigma Planning Corp | 0.09% | Reduce -1.1% | 5,036 | $2.9M |
| Ssa Swiss Advisors AG | 1.37% | Reduce -46.1% | 4,867 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +66.5% | 4,991 | $2.8M |
| Pegasus Asset Management, Inc. | 0.97% | Reduce -1.7% | 4,988 | $2.8M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | No change | 4,986 | $2.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.0% | 4,964 | $2.8M |
| Shoker Investment Counsel, Inc. | 0.88% | Reduce -1.7% | 4,950 | $2.8M |
| Vanguard Group Inc. | 0.00% | Reduce -3.0% | 4,927 | $2.8M |
| Raffa Wealth Management, LLC | 0.56% | No change | 4,917 | $2.8M |
| New England Private Wealth Advisors LLC | 0.40% | No change | 4,721 | $2.7M |
| Wesbanco Bank Inc. | 0.08% | Add +8.0% | 4,846 | $2.7M |
| Weil Company, Inc. | 0.72% | Reduce -20.3% | 4,832 | $2.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.63% | No change | 4,820 | $2.7M |
| Independence Bank of Kentucky | 0.38% | No change | 4,789 | $2.7M |
| IFG Advisory, LLC | 0.14% | Reduce -1.0% | 4,768 | $2.7M |
| Centaurus Financial, Inc. | 0.16% | Add +21.5% | 4,756 | $2.7M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +27870.6% | 4,755 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.4% | 4,685 | $2.7M |
| Asset Management Group, Inc. | 0.47% | Add +0.3% | 4,738 | $2.7M |
| Winthrop Advisory Group LLC | 0.25% | Reduce -3.0% | 4,571 | $2.6M |
| Connecticut Wealth Management, LLC | 0.12% | Add +0.0% | 4,568 | $2.6M |
| West Paces Advisors Inc. | 0.55% | No change | 4,560 | $2.6M |
| Johnson Financial Group, Inc. | 0.12% | Reduce -1.6% | 4,532 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.30% | Reduce -8.9% | 4,535 | $2.6M |
| Element Pointe Advisors, LLC | 0.62% | No change | 4,500 | $2.5M |
| Crescent Sterling, Ltd. | 2.84% | Add +2.6% | 4,483 | $2.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.12% | Reduce -5.2% | 4,481 | $2.5M |
| Aster Capital Management (DIFC) Ltd | 0.57% | New | 4,448 | $2.5M |
| Davidson Trust Co. | 1.16% | Reduce -1.5% | 4,428 | $2.5M |
| Gould Asset Management LLC | 0.49% | Reduce -32.4% | 4,426 | $2.5M |
| Meridian Wealth Management, LLC | 0.11% | Reduce -0.8% | 4,419 | $2.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +5.5% | 4,409 | $2.5M |
| Jump Financial, LLC | 0.03% | New | 4,404 | $2.5M |
| Diversified Trust Co. | 0.06% | Reduce -0.7% | 4,398 | $2.5M |
| Naples Global Advisors, LLC | 0.21% | Reduce -0.6% | 4,382 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -6.3% | 4,388 | $2.5M |
| Veracity Capital LLC | 0.86% | No change | 4,359 | $2.5M |
| Sage Financial Management Group, Inc. | 0.85% | Reduce -6.9% | 4,356 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +10.1% | 4,345 | $2.5M |
| Lowe Wealth Advisors, LLC | 0.96% | Reduce -0.6% | 4,335 | $2.5M |
| Orange Investment Advisors, Inc. | 0.27% | Reduce -2.7% | 4,321 | $2.4M |
| Sterling Investment Advisors, Ltd. | 0.53% | Reduce -2.1% | 4,304 | $2.4M |
| Caliber Wealth Management, LLC / KS | 0.26% | Reduce -7.6% | 4,258 | $2.4M |
| TD Private Client Wealth LLC | 0.06% | Add +59.7% | 4,212 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | No change | 4,197 | $2.4M |
| WealthBridge Capital Management, LLC | 0.60% | Reduce -3.5% | 4,206 | $2.4M |
| Lavaca Capital LLC | 0.97% | No change | 4,200 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +11.7% | 4,199 | $2.4M |
| Element Wealth, LLC | 1.09% | Reduce -3.9% | 4,193 | $2.4M |
| NorthRock Partners, LLC | 0.06% | Add +15.8% | 4,170 | $2.4M |
| RVW Wealth, LLC | 0.20% | Reduce -3.8% | 4,154 | $2.4M |
| Whitegate Investment Counselors, Inc. | 0.80% | No change | 4,150 | $2.4M |
| Woodmont Investment Counsel LLC | 0.15% | Add +379.1% | 4,135 | $2.3M |
| PKS Advisory Services, LLC | 0.58% | Reduce -1.8% | 4,130 | $2.3M |
| Independent Financial Group, LLC | 0.06% | Add +71.9% | 4,108 | $2.3M |
| St. Johns Investment Management Company, LLC | 1.06% | Reduce -13.3% | 4,082 | $2.3M |
| Golden State Wealth Management, LLC | 0.28% | Reduce -35.5% | 4,076 | $2.3M |
| Financial Life Planners | 1.86% | Reduce -19.2% | 4,038 | $2.3M |
| RFG Advisory, LLC | 0.05% | Reduce -17.1% | 4,019 | $2.3M |
| Courier Capital LLC | 0.14% | Reduce -12.8% | 4,013 | $2.3M |
| Baron Financial Group, LLC | 1.33% | Reduce -3.0% | 4,007 | $2.3M |
| International Assets Investment Management, LLC | 0.18% | Add +3.4% | 3,984 | $2.3M |
| Transatlantique Private Wealth LLC | 0.83% | Reduce -0.8% | 3,963 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -0.3% | 3,961 | $2.2M |
| Cambridge Advisors Inc. | 0.46% | Add +0.5% | 3,894 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +28.6% | 3,889 | $2.2M |
| Cibc World Market Inc. | 0.00% | Reduce -19.6% | 3,877 | $2.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -37.2% | 3,869 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.52% | Reduce -1.4% | 3,781 | $2.1M |
| Revolve Wealth Partners, LLC | 0.28% | Reduce -6.0% | 3,777 | $2.1M |
| Intelligent Financial Strategies | 1.13% | Reduce -2.7% | 3,743 | $2.1M |
| Venturi Wealth Management, LLC | 0.10% | No change | 3,749 | $2.1M |
| Clientfirst Wealth Management, LLC | 2.17% | No change | 3,741 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -3.7% | 3,713 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.0% | 3,708 | $2.1M |
| Park Capital Management, LLC / WI | 1.95% | Add +0.2% | 3,708 | $2.1M |
| Alpha Wealth Funds, LLC | 1.96% | Reduce -4.2% | 3,702 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -72.6% | 3,700 | $2.1M |
| All Terrain Financial Advisors, LLC | 0.76% | Reduce -0.3% | 3,698 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.26% | Add +0.0% | 3,667 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | — | 3,640 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +10.0% | 3,631 | $2.1M |
| Red Door Wealth Management, LLC | 0.24% | Add +320.4% | 3,615 | $2.0M |
| Old Second National Bank of Aurora | 0.45% | Reduce -1.3% | 3,606 | $2.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.49% | Add +2.9% | 3,596 | $2.0M |
| Trust Point Inc. | 0.19% | Reduce -3.0% | 3,593 | $2.0M |
| Lionsbridge Wealth Management LLC | 2.02% | Add +2.9% | 3,588 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -23.1% | 3,561 | $2.0M |
| 1834 Investment Advisors Co. | 0.25% | No change | 3,541 | $2.0M |
| Rothschild Wealth LLC | 0.49% | Add +42.5% | 3,518 | $2.0M |
| Glaxis Capital Management, LLC | 2.65% | Add +337.5% | 3,500 | $2.0M |
| Private Trust Co. NA | 0.19% | Reduce -1.4% | 3,466 | $2.0M |
| Evoke Wealth, LLC | 0.05% | Add +199.7% | 3,453 | $2.0M |
| Topsail Wealth Management, LLC | 0.36% | Reduce -7.4% | 3,461 | $2.0M |
| Peterson Wealth Management | 1.16% | Add +90.4% | 3,457 | $2.0M |
| Investment Advisory Group, LLC | 0.59% | Reduce -0.7% | 3,445 | $2.0M |
| Becker Capital Management Inc. | 0.06% | Reduce -3.1% | 3,345 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -1.2% | 3,355 | $1.9M |
| CWS Financial Advisors, LLC | 0.55% | No change | 3,319 | $1.9M |
| Summit Wealth Partners, LLC | 0.35% | Reduce -1.1% | 3,272 | $1.9M |
| Northwest Bancshares, Inc. | 0.32% | Add +9.7% | 3,255 | $1.8M |
| Meridian Financial Advisors, LLC | 1.19% | Reduce -3.0% | 3,243 | $1.8M |
| Tsfg, LLC | 0.33% | Reduce -0.7% | 3,238 | $1.8M |
| Aspiriant, LLC | 0.06% | No change | 3,221 | $1.8M |
| Gotham Asset Management | 0.01% | No change | 3,198 | $1.8M |
| Oxford Financial Group, LTD. LLC | 0.11% | No change | 3,192 | $1.8M |
| Lewis Asset Management, LLC | 0.85% | New | 3,191 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.38% | Reduce -3.0% | 3,177 | $1.8M |
| GenTrust, LLC | 0.08% | Reduce -3.9% | 3,164 | $1.8M |
| Gridiron Partners, LLC | 1.11% | No change | 3,164 | $1.8M |
| Harvest Investment Services, LLC | 0.40% | Add +94.9% | 3,158 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 3,151 | $1.8M |
| Farrow Financial, Inc. | 1.07% | Reduce -4.8% | 3,114 | $1.8M |
| Embree Financial Group | 0.27% | Add +0.1% | 3,107 | $1.8M |
| Blue Fin Capital, Inc. | 0.30% | Reduce -13.1% | 3,083 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -3.9% | 3,068 | $1.7M |
| Kelman-Lazarov, Inc. | 0.28% | Reduce -1.4% | 3,057 | $1.7M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -0.8% | 3,046 | $1.7M |
| Scientech Research LLC | 0.42% | Add +277.5% | 3,043 | $1.7M |
| Black Maple Capital Management LP | 1.18% | No change | 3,000 | $1.7M |
| Ameritas Advisory Services, LLC | 0.09% | Add +11.5% | 2,999 | $1.7M |
| SlateStone Wealth, LLC | 0.16% | No change | 2,985 | $1.7M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.36% | No change | 2,958 | $1.7M |
| Tiemann Investment Advisors, LLC | 0.68% | Reduce -5.6% | 2,933 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.09% | Reduce -1.9% | 2,929 | $1.7M |
| Regions Financial Corp. | 0.01% | Reduce -2.0% | 2,900 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -5.2% | 2,849 | $1.6M |
| LM Advisors LLC | 0.21% | Reduce -37.0% | 2,844 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +15.8% | 2,819 | $1.6M |
| SK Wealth Management, LLC | 0.69% | Add +0.3% | 2,722 | $1.6M |
| ARS Investment Partners, LLC | 0.12% | Add +9.8% | 2,783 | $1.6M |
| XML Financial, LLC | 0.14% | Reduce -0.5% | 2,778 | $1.6M |
| Hardy Reed LLC | 0.13% | No change | 2,775 | $1.6M |
| Edge Financial Advisors LLC | 0.83% | Add +0.3% | 2,767 | $1.6M |
| Fiducient Advisors LLC | 0.19% | Add +5.8% | 2,764 | $1.6M |
| Compass Wealth Management LLC | 0.37% | Reduce -7.0% | 2,759 | $1.6M |
| Millstone Evans Group, LLC | 1.06% | Reduce -1.2% | 2,757 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -4.1% | 2,753 | $1.6M |
| Harbor Advisory Corp. | 0.50% | No change | 2,743 | $1.6M |
| Pacific Point Advisors, LLC | 0.84% | No change | 2,742 | $1.6M |
| Advus Financial Partners, LLC | 0.40% | No change | 2,739 | $1.6M |
| Marble Harbor Investment Counsel, LLC | 0.17% | No change | 2,700 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,700 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +9.1% | 2,690 | $1.5M |
| TCTC Holdings, LLC | 0.05% | No change | 2,686 | $1.5M |
| Compass Capital Corp. /Ma/ | 0.72% | Reduce -0.0% | 2,671 | $1.5M |
| GEM Asset Management, LLC | 0.77% | Reduce -3.7% | 2,622 | $1.5M |
| ARK & TLK Investments, LLC | 0.48% | No change | 2,665 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -3.0% | 2,646 | $1.5M |
| Disciplined Investments, LLC | 0.63% | Reduce -0.9% | 2,632 | $1.5M |
| Essex Financial Services, Inc. | 0.10% | Reduce -0.4% | 2,617 | $1.5M |
| Semitam Bonam LLC | 1.40% | — | 2,617 | $1.5M |
| Headlands Technologies LLC | 0.18% | New | 2,604 | $1.5M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +26.9% | 2,600 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -8.5% | 2,565 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +2.8% | 2,539 | $1.4M |
| Coyle Financial Counsel LLC | 0.38% | Add +0.2% | 2,510 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +5.1% | 2,510 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -1.9% | 2,508 | $1.4M |
| Ullmann Wealth Partners Group, LLC | 0.17% | No change | 2,504 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +12.1% | 2,488 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | No change | 2,474 | $1.4M |
| Zions Bancorporation, National Association | 0.08% | Reduce -5.8% | 2,474 | $1.4M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -8.5% | 2,471 | $1.4M |
| Equitable Trust Co. | 0.07% | Reduce -3.5% | 2,470 | $1.4M |
| Zhang Financial LLC | 0.06% | Add +3.0% | 2,451 | $1.4M |
| Pitcairn Co. | 0.09% | New | 2,433 | $1.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -12.7% | 2,430 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -3.2% | 2,417 | $1.4M |
| GM Advisory Group, LLC | 0.07% | No change | 2,410 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.54% | Add +4.5% | 2,407 | $1.4M |
| Cozad Asset Management Inc. | 0.12% | No change | 2,403 | $1.4M |
| Quantbot Technologies LP | 0.03% | New | 2,390 | $1.4M |
| Middleton & Co. Inc. | 0.15% | Reduce -2.6% | 2,373 | $1.3M |
| Clear Harbor Asset Management, LLC | 0.10% | Add +3.3% | 2,373 | $1.3M |
| Choate Investment Advisors | 0.03% | Add +8.3% | 2,366 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +15.3% | 2,363 | $1.3M |
| SVB Wealth LLC | 0.07% | Reduce -56.7% | 2,341 | $1.3M |
| Sunflower Bank, N.A. | 0.33% | Reduce -6.0% | 2,334 | $1.3M |
| Sunbeam Capital Management, LLC | 1.00% | Reduce -6.2% | 2,320 | $1.3M |
| Gsa Capital Partners LLP | 0.09% | Add +40.9% | 2,295 | $1.3M |
| AlphaStar Capital Management, LLC | 0.09% | Add +6.9% | 2,283 | $1.3M |
| Renaissance Investment Group LLC | 0.28% | Reduce -4.2% | 2,273 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Add +2.5% | 2,271 | $1.3M |
| American Capital Advisory, LLC | 0.64% | Reduce -1.5% | 2,266 | $1.3M |
| Allred Capital Management, LLC | 0.48% | No change | 2,263 | $1.3M |
| GAMMA Investing LLC | 0.08% | Reduce -2.1% | 2,254 | $1.3M |
| Mgo One Seven LLC | 0.04% | Add +5.7% | 2,254 | $1.3M |
| Tompkins Financial Corp. | 0.12% | Add +2.3% | 2,241 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -99.0% | 2,215 | $1.3M |
| Kennebec Savings Bank | 1.23% | No change | 2,210 | $1.3M |
| Gryphon Financial Partners LLC | 0.16% | No change | 2,201 | $1.2M |
| Signal Tree Financial Partners LLC | 1.07% | New | 2,193 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Add +11.8% | 2,163 | $1.2M |
| Plancorp, LLC | 0.04% | No change | 2,163 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.5% | 2,148 | $1.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +20.3% | 2,137 | $1.2M |
| Florida Trust Wealth Management Co | 0.04% | Add +1.1% | 2,133 | $1.2M |
| SOL Capital Management CO | 0.12% | Add +2.4% | 2,125 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.34% | No change | 2,051 | $1.2M |
| TruWealth Advisors, LLC | 0.07% | No change | 2,101 | $1.2M |
| Emprise Bank | 0.57% | No change | 2,096 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 2,087 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.22% | Reduce -7.4% | 2,085 | $1.2M |
| Manchester Capital Management LLC | 0.15% | Reduce -17.8% | 2,078 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 2,071 | $1.2M |
| Bear Mountain Capital, Inc. | 0.42% | No change | 2,019 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Add +5.8% | 2,061 | $1.2M |
| Frisch Financial Group, Inc. | 0.29% | Reduce -1.9% | 2,050 | $1.2M |
| Founders Financial Securities LLC | 0.09% | Add +0.8% | 2,052 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 2,004 | $1.1M |
| Bill Few Associates, Inc. | 0.32% | Add +0.7% | 2,002 | $1.1M |
| High Falls Advisors, Inc | 0.25% | Reduce -1.8% | 2,002 | $1.1M |
| Capital Planning Advisors, LLC | 0.17% | No change | 2,000 | $1.1M |
| FF Advisors,LLC | 0.59% | No change | 1,993 | $1.1M |
| Arthur M. Cohen & Associates, LLC | 0.20% | Reduce -9.1% | 1,988 | $1.1M |
| NCM Capital Management, LLC | 0.46% | No change | 1,988 | $1.1M |
| Wealth Watch Advisors, INC | 0.65% | Add +4.6% | 1,981 | $1.1M |
| Burling Wealth Partners, LLC | 0.21% | No change | 1,979 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -6.3% | 1,976 | $1.1M |
| Journey Advisory Group, LLC | 0.09% | Add +8.4% | 1,972 | $1.1M |
| Horizon Investments, LLC | 0.02% | Reduce -0.5% | 1,972 | $1.1M |
| Obermeyer Wealth Partners | 0.06% | Add +75.0% | 1,969 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -7.4% | 1,968 | $1.1M |
| Runnymede Capital Advisors, Inc. | 1.02% | Reduce -3.0% | 1,962 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -0.2% | 1,958 | $1.1M |
| Sebold Capital Management, Inc. | 0.68% | Add +10.2% | 1,953 | $1.1M |
| Stephens Inc. | 0.02% | No change | 1,941 | $1.1M |
| White Pine Capital LLC | 0.35% | Add +0.3% | 1,934 | $1.1M |
| Lyell Wealth Management, LP | 0.09% | Reduce -8.6% | 1,930 | $1.1M |
| Taylor Financial Group, Inc. | 0.68% | Reduce -4.7% | 1,929 | $1.1M |
| Brighton Jones LLC | 0.03% | Reduce -3.5% | 1,926 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | No change | 1,910 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.06% | Reduce -3.1% | 1,899 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | Reduce -3.2% | 1,894 | $1.1M |
| Maltin Wealth Management, Inc. | 0.48% | Reduce -7.2% | 1,888 | $1.1M |
| Private Wealth Group, LLC | 0.57% | No change | 1,887 | $1.1M |
| Forza Wealth Management, LLC | 0.44% | No change | 1,876 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.29% | Reduce -8.6% | 1,868 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -5.2% | 1,866 | $1.1M |
| Glassman Wealth Services | 0.16% | Reduce -5.0% | 1,858 | $1.1M |
| Financial Partners Group, LLC | 0.38% | Add +1.4% | 1,857 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | Reduce -1.0% | 1,849 | $1.0M |
| Howe & Rusling Inc. | 0.08% | Reduce -17.8% | 1,844 | $1.0M |
| Triumph Capital Management | 0.31% | New | 1,842 | $1.0M |
| Sfm, LLC | 0.66% | No change | 1,825 | $1.0M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -1.3% | 1,814 | $1.0M |
| Cadence Bank | 0.07% | No change | 1,818 | $1.0M |
| Sovereign Financial Group, Inc. | 0.21% | No change | 1,804 | $1.0M |
| Capital Advantage, Inc. | 0.16% | Reduce -71.7% | 1,792 | $1.0M |
| Pettyjohn, Wood & White, Inc. | 0.18% | No change | 1,790 | $1.0M |
| E&G Advisors, LLC | 0.26% | Add +2.9% | 1,784 | $1.0M |
| InTrack Investment Management Inc | 0.67% | Reduce -62.9% | 1,772 | $1.0M |
| Sunpointe, LLC | 0.40% | Add +145.8% | 1,762 | $1.0M |
| Parsons Capital Management Inc. | 0.06% | Add +0.2% | 1,757 | $995K |
| Long Road Investment Counsel, LLC | 0.37% | Add +32.6% | 1,750 | $991K |
| Lynch & Associates | 0.20% | No change | 1,740 | $986K |
| Darrow Company, Inc. | 0.50% | Reduce -0.1% | 1,729 | $980K |
| Fiera Capital Corp | 0.00% | No change | 1,725 | $977K |
| Wolverine Trading, LLC | 0.02% | Add +79.7% | 1,721 | $975K |
| Braun Stacey Associates Inc. | 0.04% | Reduce -19.0% | 1,719 | $974K |
| Pacific Financial Group Inc. | 0.76% | Reduce -16.7% | 1,718 | $973K |
| Wood Tarver Financial Group, LLC | 0.29% | Reduce -0.8% | 1,717 | $972K |
| Compound Planning, Inc. | 0.04% | Reduce -1.0% | 1,708 | $968K |
| Paragon Capital Management Ltd | 0.18% | No change | 1,700 | $963K |
| Berger Financial Group, Inc | 0.06% | Reduce -10.8% | 1,700 | $963K |
| Dana Investment Advisors, Inc. | 0.03% | Reduce -2.6% | 1,698 | $962K |
| ORBA Wealth Advisors, L.L.C. | 0.87% | Reduce -31.3% | 1,688 | $956K |
| Moors & Cabot, Inc. | 0.04% | Reduce -2.3% | 1,683 | $953K |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -28.2% | 1,641 | $951K |
| Legacy Private Trust Co. | 0.06% | Reduce -0.1% | 1,665 | $943K |
| Jordan Park Group LLC | 0.06% | No change | 1,664 | $943K |
| Stone Summit Wealth LLC | 0.29% | Reduce -62.5% | 1,663 | $942K |
| OneAscent Financial Services LLC | 0.07% | Reduce -19.7% | 1,647 | $941K |
| Capital Investment Counsel, LLC | 0.15% | Add +255.9% | 1,655 | $938K |
| Insigneo Advisory Services, LLC | 0.08% | Reduce -45.9% | 1,654 | $937K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 1,649 | $934K |
| Acorn Wealth Advisors, LLC | 0.35% | Add +5.2% | 1,648 | $934K |
| LCNB Corp. | 0.33% | Reduce -0.9% | 1,640 | $929K |
| Orgel Wealth Management, LLC | 0.02% | No change | 1,634 | $926K |
| Sachetta, LLC | 0.37% | Add +0.1% | 1,630 | $923K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -1.0% | 1,622 | $922K |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -11.2% | 1,627 | $922K |
| Gator Capital Management, LLC | 0.29% | Add +21.3% | 1,624 | $920K |
| Prosperity Planning, Inc. | 0.37% | No change | 1,616 | $915K |
| Greystone Financial Group, LLC | 0.15% | Add +0.2% | 1,605 | $909K |
| Old North State Trust, LLC | 0.62% | Reduce -4.2% | 1,601 | $907K |
| Rockland Trust Co. | 0.04% | No change | 1,601 | $907K |
| Sig Brokerage, LP | 0.25% | New | 1,600 | $906K |
| SkyView Investment Advisors, LLC | 0.13% | No change | 1,600 | $906K |
| Beacon Financial Advisory LLC | 0.23% | Reduce -12.8% | 1,597 | $905K |
| Simplex Trading, LLC | 0.02% | Add +126.5% | 1,590 | $900K |
| Elevation Wealth Partners, LLC | 0.35% | Reduce -15.8% | 1,582 | $896K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -15.3% | 1,571 | $890K |
| Accredited Investors Inc. | 0.05% | No change | 1,566 | $887K |
| Providence First Trust Co | 0.31% | Add +9.4% | 1,566 | $887K |
| Pettinga Financial Advisors LLC | 0.19% | Reduce -4.6% | 1,561 | $884K |
| RTD Financial Advisors, Inc. | 0.11% | No change | 1,560 | $884K |
| Omega Financial Group, LLC | 0.32% | Add +6.5% | 1,548 | $877K |
| Up Strategic Wealth Investment Advisors LLC | 0.68% | No change | 1,537 | $871K |
| American Money Management, LLC | 0.15% | Reduce -0.5% | 1,526 | $864K |
| Clarendon Private LLC | 0.82% | Add +0.2% | 1,513 | $857K |
| Gen-Wealth Partners Inc | 0.33% | Add +0.3% | 1,513 | $857K |
| Carrera Capital Advisors | 0.17% | Reduce -8.6% | 1,501 | $853K |
| Warner Financial, Inc. | 0.35% | Reduce -33.2% | 1,502 | $851K |
| Retirement Capital Strategies | 0.34% | No change | 1,502 | $851K |
| Howland Capital Management LLC | 0.03% | No change | 1,497 | $851K |
| M3 Advisory Group, LLC | 0.59% | Add +1.8% | 1,496 | $848K |
| Vista Investment Management | 0.31% | Reduce -0.7% | 1,492 | $845K |
| General Partner, Inc. | 0.49% | No change | 1,484 | $841K |
| Bridgewater Advisors Inc. | 0.06% | Add +12.3% | 1,435 | $840K |
| Sound Income Strategies, LLC | 0.05% | Add +36750.0% | 1,474 | $835K |
| Rialto Wealth Management, LLC | 0.23% | Reduce -0.1% | 1,471 | $833K |
| Roberts Glore & Co. Inc. | 0.24% | Add +14.2% | 1,471 | $833K |
| Panoramic Capital Partners, LLC | 0.58% | No change | 1,428 | $832K |
| QRG Capital Management, Inc. | 0.01% | Add +157.9% | 1,457 | $825K |
| Petix & Botte Co | 0.20% | No change | 1,450 | $821K |
| Rothschild Capital Partners, LLC | 0.22% | Add +0.3% | 1,449 | $821K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -0.3% | 1,445 | $819K |
| BigSur Wealth Management LLC | 0.21% | No change | 1,440 | $818K |
| Appleton Partners Inc. | 0.06% | Reduce -25.8% | 1,440 | $816K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -0.7% | 1,439 | $815K |
| First City Capital Management, Inc. | 0.47% | Add +1.9% | 1,428 | $809K |
| Clarius Group, LLC | 0.05% | No change | 1,426 | $808K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -1.7% | 1,423 | $806K |
| D.A. Davidson & Co. | 0.01% | Add +13.8% | 1,421 | $805K |
| MontVue Capital Management, Inc. | 0.57% | Add +0.8% | 1,419 | $804K |
| Samalin Investment Counsel, LLC | 0.31% | Add +0.1% | 1,416 | $803K |
| Towne Trust Company, N.A | 0.28% | Add +18.2% | 1,414 | $801K |
| BankPlus Trust Department | 0.24% | No change | 1,414 | $801K |
| Leisure Capital Management | 0.30% | Add +1.1% | 1,405 | $796K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.6% | 1,402 | $795K |
| Fortress Private Ledger, LLC | 0.36% | Add +2.9% | 1,403 | $795K |
| Berkshire Money Management, Inc. | 0.08% | No change | 1,401 | $794K |
| GTS Securities LLC | 0.04% | Reduce -74.8% | 1,401 | $794K |
| Lam Group, Inc. | 0.53% | No change | 1,400 | $793K |
| Quadrant Private Wealth Management, LLC | 0.16% | Add +0.1% | 1,390 | $790K |
| TruNorth Capital Management, LLC | 0.18% | No change | 1,393 | $789K |
| Sawgrass Asset Management LLC | 0.09% | No change | 1,393 | $789K |
| Andrews, Lucia Wealth Management LLC | 0.51% | Reduce -6.0% | 1,381 | $782K |
| Fca Corp. | 0.23% | No change | 1,380 | $782K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -4.0% | 1,379 | $781K |
| Venture Visionary Partners LLC | 0.03% | Add +2.9% | 1,376 | $779K |
| M. Kraus & Co | 0.23% | No change | 1,375 | $779K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.1% | 1,372 | $777K |
| Tennessee Valley Asset Management Partners | 0.20% | Reduce -1.1% | 1,371 | $777K |
| McGuire Investment Group, LLC | 0.10% | No change | 1,371 | $777K |
| Coastal Bridge Advisors, LLC | 0.06% | New | 1,370 | $776K |
| 3EDGE Asset Management, LP | 0.05% | Add +46.9% | 1,369 | $776K |
| Harmony Asset Management LLC | 0.29% | No change | 1,369 | $776K |
| Congress Asset Management Co. | 0.01% | Add +115.6% | 1,356 | $768K |
| L.M. Kohn & Company | 0.21% | No change | 1,353 | $766K |
| VeraBank, N.A. | 0.15% | Reduce -12.7% | 1,349 | $764K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.5% | 1,348 | $764K |
| Vaughan David Investments LLC | 0.02% | New | 1,344 | $761K |
| One Capital Management, LLC | 0.03% | Add +3.9% | 1,338 | $758K |
| Viawealth, LLC | 0.44% | No change | 1,325 | $751K |
| IFP Advisors, Inc | 0.02% | Add +45.6% | 1,324 | $750K |
| Hohimer Wealth Management, LLC | 0.13% | Add +6.6% | 1,316 | $745K |
| Strategic Wealth Partners, Ltd. | 0.06% | — | 1,315 | $745K |
| WealthPLAN Partners, LLC | 0.12% | Add +4.8% | 1,308 | $741K |
| Holistic Financial Partners | 0.32% | Reduce -4.8% | 1,304 | $739K |
| Schrum Private Wealth Management LLC | 0.59% | No change | 1,298 | $736K |
| AE Wealth Management LLC | 0.01% | Reduce -1.4% | 1,294 | $733K |
| Davies Financial Advisors, Inc. | 0.57% | Reduce -10.4% | 1,290 | $731K |
| Park National Corp. | 0.02% | Add +0.9% | 1,282 | $726K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 1,281 | $725K |
| Blue Barn Wealth, LLC | 0.34% | Reduce -5.6% | 1,276 | $723K |
| CCG Wealth Management, LLC | 0.38% | Reduce -11.5% | 1,272 | $721K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 1,268 | $718K |
| Sentinel Wealth Management, Inc. | 0.67% | — | 1,260 | $716K |
| Tower View Wealth Management LLC | 0.37% | Reduce -82.0% | 1,263 | $716K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -12.3% | 1,263 | $715K |
| DAVENPORT & Co LLC | 0.00% | New | 1,261 | $714K |
| Peterson Wealth Services | 0.20% | Add +0.9% | 1,258 | $713K |
| Fiduciary Alliance LLC | 0.05% | Reduce -2.9% | 1,258 | $713K |
| Peak Planning Group, LLC | 0.46% | Reduce -2.6% | 1,258 | $713K |
| STAR Financial Bank | 0.45% | No change | 1,251 | $709K |
| Blackston Financial Advisory Group, LLC | 0.44% | Reduce -12.6% | 1,251 | $709K |
| L & S Advisors Inc | 0.08% | Reduce -0.2% | 1,248 | $707K |
| Single Point Partners, LLC | 0.15% | No change | 1,248 | $707K |
| Miramar Capital, LLC | 0.17% | Add +8.0% | 1,248 | $707K |
| Nicollet Investment Management, Inc. | 0.24% | No change | 1,245 | $705K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $704K |
| Nicolet Bankshares Inc. | 0.12% | Reduce -0.1% | 1,242 | $704K |
| City National Bank of Florida | 0.51% | Reduce -10.5% | 1,241 | $703K |
| Round Rock Advisors LLC | 0.12% | Reduce -8.9% | 1,241 | $703K |
| Pasadena Private Wealth, LLC | 0.12% | Reduce -45.0% | 1,237 | $701K |
| Urban Financial Advisory Corp | 0.35% | Reduce -0.7% | 1,229 | $696K |
| HM Payson & Co. | 0.01% | No change | 1,228 | $696K |
| CGN Advisors LLC | 0.06% | No change | 1,225 | $694K |
| Smithfield Trust Co | 0.03% | No change | 1,219 | $692K |
| Kaydan Wealth Management, Inc. | 0.23% | No change | 1,220 | $691K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 1,218 | $690K |
| Ellerson Group Inc. | 0.49% | Reduce -2.4% | 1,215 | $688K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.3% | 1,215 | $688K |
| Stanich Group LLC | 0.61% | Reduce -10.5% | 1,173 | $682K |
| Trust Co. of Vermont | 0.03% | No change | 1,200 | $680K |
| Brightwater Advisory LLC | 0.49% | Add +36.6% | 1,198 | $679K |
| FCG Investment Co | 0.35% | Add +2.7% | 1,190 | $674K |
| Sage Mountain Advisors LLC | 0.04% | No change | 1,190 | $674K |
| Saxon Interests, Inc. | 0.32% | No change | 1,263 | $674K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 1,182 | $670K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.4% | 1,182 | $669K |
| Western Wealth Management, LLC | 0.04% | No change | 1,177 | $667K |
| River Wealth Advisors LLC | 0.08% | Reduce -0.8% | 1,173 | $664K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.9% | 1,173 | $664K |
| Moment Partners, LLC | 0.12% | No change | 1,168 | $662K |
| Parkside Financial Bank & Trust | 0.07% | Add +7.0% | 1,165 | $660K |
| Pacific Sun Financial Corp | 0.34% | No change | 1,165 | $660K |
| Opulen Financial Group LLC | 0.54% | Add +0.7% | 1,162 | $658K |
| Kanawha Capital Management LLC | 0.05% | Reduce -1.3% | 1,154 | $654K |
| Mission Wealth Management, LP | 0.01% | Reduce -17.6% | 1,154 | $654K |
| Nemes Rush Group LLC | 0.07% | Reduce -31.7% | 1,142 | $647K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $646K |
| Jacksonville Wealth Management, LLC | 0.52% | Reduce -2.1% | 1,137 | $644K |
| Bell Bank | 0.03% | Reduce -15.0% | 1,135 | $643K |
| New Hampshire Trust | 0.13% | No change | 1,134 | $642K |
| Nwam LLC | 0.04% | New | 1,127 | $640K |
| Seelaus Asset Management LLC | 0.57% | Reduce -1.3% | 1,119 | $634K |
| XTX Topco Ltd | 0.03% | Reduce -24.3% | 1,117 | $633K |
| BSW Wealth Partners | 0.09% | Reduce -0.6% | 1,111 | $629K |
| Summit Asset Management, LLC | 0.10% | Add +48.1% | 1,108 | $628K |
| BLB&B Advisors, LLC | 0.03% | Reduce -9.2% | 1,107 | $627K |
| HUB Investment Partners, LLC | 0.02% | Add +2.4% | 1,105 | $626K |
| Marion Wealth Management | 0.16% | Reduce -45.7% | 1,105 | $626K |
| McIlrath & Eck, LLC | 0.07% | Reduce -2.2% | 1,095 | $620K |
| River Street Advisors LLC | 0.27% | Add +43.4% | 1,091 | $618K |
| Cypress Capital, LLC | 0.18% | Add +8.7% | 1,086 | $615K |
| Mirador Capital Partners LP | 0.10% | Add +0.5% | 1,079 | $611K |
| Fagan Associates, Inc. | 0.09% | No change | 1,077 | $610K |
| HCR Wealth Advisors | 0.07% | No change | 1,075 | $609K |
| Royal Fund Management, LLC | 0.07% | No change | 1,075 | $609K |
| Apella Capital, LLC | 0.02% | No change | 1,050 | $606K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | New | 1,064 | $603K |
| Certified Advisory Corp | 0.06% | Add +3.5% | 1,062 | $602K |
| Valeo Financial Advisors, LLC | 0.01% | Add +11.9% | 1,062 | $601K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 1,056 | $598K |
| First Western Trust Bank | 0.03% | No change | 1,055 | $598K |
| Compass Planning Associates Inc | 0.54% | Add +0.1% | 1,045 | $592K |
| WBH Advisory Inc. | 0.05% | Reduce -12.5% | 1,045 | $592K |
| GW&K Investment Management, LLC | 0.01% | No change | 1,039 | $589K |
| First National Trust Co | 0.02% | No change | 1,039 | $589K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -7.5% | 1,038 | $588K |
| Broadview Financial Management, LLC | 0.40% | Reduce -0.5% | 1,033 | $585K |
| WorthPointe, LLC | 0.25% | No change | 1,032 | $585K |
| Members Trust Co | 0.02% | Add +6.6% | 1,030 | $583K |
| United Bank | 0.07% | No change | 1,025 | $581K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $580K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.1% | 1,015 | $575K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 1,015 | $575K |
| Spire Wealth Management | 0.02% | Reduce -59.2% | 1,009 | $572K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $571K |
| Genesis Wealth Advisors, LLC | 0.43% | Reduce -7.4% | 1,001 | $567K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 1,000 | $566K |
| Sanders Morris Harris LLC | 0.14% | Reduce -16.1% | 1,000 | $566K |
| Avalon Trust Co | 0.04% | Reduce -20.3% | 1,000 | $566K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 1,000 | $566K |
| Advisors Capital Management, LLC | 0.01% | Reduce -9.1% | 997 | $565K |
| Silvia McColl Wealth Management, LLC | 0.41% | No change | 994 | $563K |
| FWG Holdings, LLC | 0.26% | No change | 977 | $561K |
| Vishria Bird Financial Group, LLC | 0.19% | No change | 989 | $560K |
| WealthShield Partners, LLC | 0.07% | Reduce -7.7% | 989 | $560K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -9.8% | 989 | $560K |
| Strategic Advisors LLC | 0.11% | Reduce -19.0% | 988 | $560K |
| Tanager Wealth Management LLP | 0.07% | No change | 988 | $560K |
| TFG Advisers LLC | 0.19% | Add +0.5% | 986 | $558K |
| Pollock Investment Advisors, LLC | 0.45% | Reduce -0.6% | 985 | $558K |
| Beirne Wealth Consulting Services, LLC | 0.18% | Add +22.2% | 980 | $558K |
| StoneX Group Inc. | 0.03% | Reduce -6.3% | 981 | $558K |
| Leo Wealth, LLC | 0.04% | No change | 975 | $552K |
| Maren Capital LLC | 0.03% | No change | 964 | $546K |
| Future Fund LLC | 0.24% | New | 961 | $544K |
| Washington Trust Bank | 0.05% | Add +81.4% | 954 | $540K |
| GC Wealth Management RIA, LLC | 0.04% | New | 954 | $540K |
| Flynn Zito Capital Management, LLC | 0.23% | Reduce -12.6% | 950 | $538K |
| Titleist Asset Management, LLC | 0.05% | No change | 943 | $534K |
| SevenBridge Financial Group, LLC | 0.09% | No change | 917 | $534K |
| Wilkinson Global Asset Management LLC | 0.03% | New | 940 | $533K |
| Arete Wealth Advisors, LLC | 0.04% | Add +97.9% | 934 | $529K |
| JNBA Financial Advisors | 0.05% | Reduce -1.1% | 933 | $529K |
| Eagle Strategies LLC | 0.08% | Reduce -3.0% | 931 | $528K |
| Blue Trust, Inc. | 0.01% | Reduce -2.0% | 926 | $525K |
| Lee Danner & Bass Inc. | 0.04% | No change | 925 | $524K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 925 | $524K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $521K |
| Apeiron RIA LLC | 0.13% | Add +4.9% | 917 | $520K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $518K |
| MRWM Advisors, LLC | 0.32% | Add +9.9% | 913 | $517K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | No change | 906 | $513K |
| Canal Capital Management, LLC | 0.08% | Reduce -3.5% | 905 | $513K |
| Eagle Global Advisors LLC | 0.02% | No change | 905 | $513K |
| HBK Sorce Advisory LLC | 0.01% | Add +36.8% | 904 | $512K |
| First PREMIER Bank | 0.12% | No change | 902 | $511K |
| Vertex Planning Partners, LLC | 0.11% | No change | 900 | $510K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -2.2% | 899 | $509K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -21.5% | 897 | $508K |
| Creekside Partners | 0.24% | Add +0.2% | 894 | $506K |
| First Business Financial Services, Inc. | 0.05% | Reduce -3.1% | 887 | $502K |
| Glenview Trust Co | 0.01% | No change | 887 | $502K |
| Forum Financial Management, LP | 0.01% | Add +36.1% | 885 | $502K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -15.0% | 881 | $499K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -4.7% | 880 | $499K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +0.9% | 878 | $497K |
| Truepoint, Inc. | 0.01% | Reduce -31.4% | 876 | $496K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 843 | $496K |
| Rovin Capital /Ut/ | 0.15% | No change | 873 | $495K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $494K |
| Evernest Financial Advisors, LLC | 0.16% | No change | 871 | $493K |
| Naviter Wealth, LLC | 0.06% | No change | 866 | $492K |
| McCarthy & Cox | 0.13% | Reduce -3.3% | 867 | $491K |
| Mairs & Power Inc. | 0.00% | New | 865 | $490K |
| Montis Financial, LLC | 0.13% | Reduce -0.5% | 857 | $485K |
| Stablepoint Partners, LLC | 0.08% | Add +0.7% | 855 | $484K |
| Rockline Wealth Management, LLC | 0.11% | No change | 855 | $484K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 855 | $484K |
| Principal Securities, Inc. | 0.01% | Add +39.3% | 854 | $484K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 852 | $483K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -0.1% | 851 | $482K |
| Ancora Advisors LLC | 0.01% | Reduce -1.5% | 849 | $481K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 849 | $481K |
| Keystone Global Partners, LLC | 0.26% | Reduce -20.5% | 848 | $480K |
| Rise Advisors, LLC | 0.19% | Add +7.9% | 846 | $479K |
| Missouri Trust & Investment Co | 0.16% | No change | 841 | $476K |
| Platform Technology Partners | 0.12% | No change | 841 | $476K |
| Optimum Investment Advisors | 0.21% | No change | 840 | $476K |
| Abound Financial, LLC | 0.21% | Reduce -2.9% | 839 | $475K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 835 | $475K |
| Harbour Investment Management LLC | 0.20% | No change | 833 | $474K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | New | 829 | $470K |
| Apollon Financial, LLC | 0.10% | Add +1.5% | 829 | $469K |
| Altfest L J & Co. Inc. | 0.05% | Reduce -65.9% | 819 | $464K |
| Seascape Capital Management | 0.15% | No change | 818 | $463K |
| Parcion Private Wealth LLC | 0.03% | No change | 810 | $459K |
| Redwood Park Advisors LLC | 0.35% | Reduce -3.4% | 807 | $457K |
| Rehmann Capital Advisory Group | 0.03% | No change | 804 | $456K |
| Sigma Investment Counselors Inc. | 0.03% | No change | 804 | $455K |
| Marquette Asset Management, LLC | 0.08% | No change | 800 | $453K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $453K |
| Almanack Investment Partners, LLC. | 0.07% | No change | 799 | $453K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 798 | $452K |
| LS Investment Advisors, LLC | 0.07% | No change | 798 | $452K |
| Verdence Capital Advisors LLC | 0.03% | No change | 797 | $451K |
| Invenomic Capital Management LP | 0.03% | New | 797 | $451K |
| Orleans Capital Management Corp. | 0.24% | No change | 791 | $448K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 788 | $446K |
| Optivise Advisory Services LLC | 0.23% | Add +26.8% | 785 | $445K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -5.9% | 783 | $444K |
| D. Scott Neal, Inc. | 0.22% | No change | 780 | $442K |
| Summit Place Financial Advisors, LLC | 0.22% | No change | 780 | $442K |
| Founders Grove Wealth Partners, LLC | 0.11% | Add +0.1% | 779 | $441K |
| Objectivity Squared, LLC | 0.30% | Add +0.3% | 776 | $439K |
| Arrowroot Family Office, LLC | 0.20% | — | 770 | $436K |
| Ayrshire Capital Management LLC | 0.21% | No change | 767 | $434K |
| United Community Bank | 0.15% | No change | 766 | $434K |
| Wealth Architects, LLC | 0.04% | Reduce -0.1% | 763 | $432K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -6.8% | 759 | $430K |
| Maxele Advisors, LLC | 0.37% | Reduce -4.0% | 758 | $429K |
| Commonwealth Financial Services, LLC | 0.08% | Reduce -15.3% | 758 | $429K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 755 | $429K |
| North Star Asset Management Inc. | 0.02% | No change | 757 | $429K |
| Columbia Bank | 0.13% | New | 739 | $428K |
| Finivi Inc. | 0.29% | Add +17.4% | 755 | $428K |
| Neumann Capital Management, LLC | 0.13% | No change | 750 | $425K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $424K |
| Dentgroup LLC | 0.29% | Add +46.5% | 744 | $422K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 733 | $417K |
| Pioneer Trust Bank N A | 0.11% | No change | 735 | $416K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 734 | $416K |
| Man Group plc | 0.00% | Add +633.0% | 733 | $415K |
| Toth Financial Advisory Corp. | 0.05% | Add +16.6% | 730 | $414K |
| Ardent Capital Management, Inc. | 0.20% | No change | 730 | $414K |
| Elios Financial Group Inc. | 0.19% | Reduce -3.5% | 724 | $410K |
| PFG Investments, LLC | 0.02% | Reduce -5.9% | 723 | $409K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -19.8% | 719 | $407K |
| Milestone Asset Management, LLC | 0.09% | Add +5.0% | 717 | $406K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 717 | $406K |
| Measured Risk Portfolios, Inc. | 0.45% | Add +2.7% | 716 | $406K |
| Catalyst Financial Partners LLC | 0.04% | Reduce -9.5% | 716 | $406K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 715 | $405K |
| Howard Capital Management Group, LLC | 0.03% | Reduce -2.7% | 715 | $405K |
| Field & Main Bank | 0.13% | No change | 713 | $404K |
| S.A. Mason LLC | 0.19% | No change | 706 | $400K |
| Watershed Private Wealth LLC | 0.15% | No change | 705 | $399K |
| Hickory Point Bank & Trust | 0.32% | No change | 703 | $398K |
| Black Diamond Financial, LLC | 0.06% | No change | 702 | $398K |
| Norden Group LLC | 0.04% | Reduce -3.0% | 701 | $397K |
| Aberdeen Wealth Management LLC | 0.26% | No change | 701 | $397K |
| Mathes Company, Inc. | 0.15% | No change | 700 | $397K |
| NewEdge Wealth, LLC | 0.01% | Reduce -36.2% | 692 | $395K |
| Brand Asset Management Group, Inc. | 0.15% | Reduce -0.6% | 690 | $391K |
| JDM Financial Group LLC | 0.18% | No change | 689 | $390K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 689 | $390K |
| Seven Mile Advisory | 0.23% | No change | 687 | $389K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 687 | $389K |
| Progressive Investment Management Corp | 0.10% | Reduce -14.3% | 685 | $388K |
| Zacks Investment Management | 0.00% | Reduce -2.0% | 683 | $387K |
| Capital Advisors Inc. | 0.01% | No change | 683 | $387K |
| Benjamin Edwards Inc. | 0.00% | No change | 682 | $386K |
| CRA Financial Services, LLC | 0.06% | No change | 679 | $385K |
| Carret Asset Management, LLC | 0.04% | Reduce -2.9% | 675 | $382K |
| Orion Capital Management LLC | 0.15% | No change | 674 | $382K |
| Colonial Trust Co / SC | 0.06% | No change | 673 | $381K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 673 | $381K |
| ArborFi Advisors, LLC | 0.33% | Reduce -9.2% | 665 | $377K |
| Wealth Alliance, LLC | 0.04% | No change | 665 | $377K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -17.3% | 665 | $377K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +0.9% | 662 | $375K |
| Bogart Wealth, LLC | 0.02% | No change | 660 | $374K |
| Bridges Investment Management Inc. | 0.01% | No change | 660 | $374K |
| Tyler-Stone Wealth Management | 0.06% | Reduce -4.4% | 658 | $373K |
| Sax Wealth Advisors, LLC | 0.02% | Add +3.5% | 657 | $372K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $371K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $370K |
| Asset Dedication, LLC | 0.03% | Add +18.1% | 653 | $370K |
| Ruggaard & Associates LLC | 0.15% | No change | 650 | $368K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 650 | $368K |
| Betterment LLC | 0.00% | Add +4.5% | 650 | $368K |
| Ledyard National Bank | 0.03% | No change | 647 | $367K |
| Avity Investment Management Inc. | 0.03% | Add +15.2% | 645 | $365K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $365K |
| CX Institutional | 0.01% | Reduce -66.7% | 645 | $365K |
| Larson Financial Group LLC | 0.01% | Reduce -5.5% | 639 | $362K |
| Patton Albertson Miller Group, LLC | 0.05% | Reduce -4.5% | 638 | $361K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 637 | $361K |
| Asset Planning Corporation | 0.19% | Add +0.2% | 635 | $360K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.7% | 635 | $360K |
| Coordinated Financial Services, Inc. | 0.25% | — | 635 | $359K |
| CM Wealth Advisors LLC | 0.11% | No change | 629 | $357K |
| Claro Advisors Inc. | 0.06% | New | 630 | $357K |
| Trail Ridge Investment Advisors, LLC | 0.17% | Reduce -7.3% | 620 | $357K |
| SouthState Bank Corp | 0.02% | Reduce -9.9% | 622 | $352K |
| Optima Capital LLC | 0.19% | No change | 617 | $351K |
| Pandora Wealth, Inc. | 0.21% | No change | 613 | $347K |
| Jennison Associates LLC | 0.00% | Reduce -70.5% | 611 | $346K |
| Shaker Investments LLC | 0.14% | Add +0.2% | 610 | $346K |
| XY Planning Network, Inc. | 0.12% | Reduce -5.4% | 609 | $345K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | Add +11.2% | 607 | $345K |
| PGIM Custom Harvest LLC | 0.01% | Add +37.3% | 607 | $344K |
| Roehl & Yi Investment Advisors, LLC | 0.17% | No change | 603 | $342K |
| SPC Financial, Inc. | 0.03% | No change | 603 | $342K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 601 | $342K |
| Scarborough Advisors, LLC | 0.07% | Reduce -1.8% | 603 | $342K |
| Summa Corp. | 0.18% | New | 600 | $340K |
| TriaGen Wealth Management LLC | 0.10% | No change | 600 | $340K |
| SYM FINANCIAL Corp | 0.04% | Reduce -0.5% | 600 | $340K |
| Sonora Investment Management Group, LLC | 0.03% | New | 599 | $339K |
| Corsair Capital Management, L.P. | 0.06% | Reduce -50.1% | 597 | $338K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -11.8% | 595 | $337K |
| Waters Parkerson & Co., LLC | 0.02% | Add +8.2% | 595 | $337K |
| Well Done, LLC | 0.06% | No change | 590 | $334K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -0.2% | 589 | $334K |
| Berkeley, Inc | 0.12% | No change | 586 | $332K |
| Financial Council, LLC | 0.16% | No change | 585 | $331K |
| Dohj, LLC | 0.10% | No change | 650 | $331K |
| Visionary Wealth Advisors | 0.02% | Reduce -3.2% | 578 | $327K |
| REDW Wealth LLC | 0.13% | Reduce -15.6% | 577 | $327K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 575 | $327K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 576 | $326K |
| Heritage Investment Group, Inc. | 0.06% | No change | 575 | $326K |
| Financial Counselors Inc. | 0.46% | Reduce -99.1% | 570 | $323K |
| Northeast Planning Associates, Inc. / NH / | 0.30% | No change | 570 | $323K |
| Paragon Capital Management LLC | 0.16% | Reduce -1.2% | 563 | $319K |
| NWF Advisory Services Inc. | 0.04% | No change | 562 | $318K |
| Park Avenue Securities LLC | 0.00% | Add +34.1% | 562 | $318K |
| Walleye Capital LLC | 0.00% | New | 560 | $317K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.2% | 559 | $317K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 559 | $317K |
| AlphaCore Capital LLC | 0.01% | Add +26.6% | 556 | $315K |
| Anchor Capital Advisors LLC | 0.01% | No change | 555 | $314K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +23.7% | 554 | $314K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $312K |
| WP Advisors, LLC | 0.09% | Reduce -21.1% | 550 | $311K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.5% | 544 | $308K |
| Heritage Trust Co | 0.04% | No change | 544 | $308K |
| Cortland Associates Inc. | 0.04% | Add +0.4% | 544 | $308K |
| TD Asset Management Inc | 0.00% | No change | 542 | $307K |
| Strategic Blueprint, LLC | 0.02% | New | 541 | $307K |
| 2UniFi Bank | 0.17% | Add +3.6% | 541 | $306K |
| Legacy Trust | 0.08% | Reduce -50.4% | 541 | $306K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 541 | $306K |
| Novare Capital Management LLC | 0.02% | Reduce -8.5% | 541 | $306K |
| Arcadia Investment Management Corp. | 0.05% | No change | 540 | $306K |
| Wedmont Private Capital | 0.01% | No change | 524 | $305K |
| Bouchey Financial Group, Ltd. | 0.03% | Reduce -6.8% | 536 | $305K |
| Councilor Wealth, LLC | 0.14% | No change | 537 | $304K |
| Evergreen Capital Management LLC | 0.01% | No change | 533 | $303K |
| Empirical Asset Management, LLC | 0.09% | Reduce -12.1% | 531 | $301K |
| Medallion Wealth Advisors, LLC | 0.12% | Add +0.2% | 520 | $299K |
| Annex Advisory Services, LLC | 0.01% | Reduce -3.8% | 526 | $298K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -2.8% | 524 | $297K |
| Bangor Savings Bank | 0.03% | No change | 524 | $297K |
| Thompson Davis & Co., Inc. | 0.20% | Reduce -2.6% | 523 | $296K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 523 | $296K |
| Aprio Wealth Management, LLC | 0.03% | No change | 523 | $296K |
| Tarbox Family Office, Inc. | 0.04% | No change | 522 | $296K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 520 | $295K |
| Wealthcare Capital Management LLC | 0.03% | No change | 519 | $294K |
| Isthmus Partners, LLC | 0.03% | Add +11.4% | 518 | $293K |
| JSF Financial, LLC | 0.07% | No change | 518 | $293K |
| Camden National Bank | 0.04% | No change | 516 | $292K |
| Libra Wealth LLC | 0.10% | No change | 515 | $292K |
| Maven Securities LTD | 0.08% | New | 514 | $291K |
| Guidance Point Advisors, LLC | 0.08% | Add +0.4% | 514 | $291K |
| Northeast Financial Consultants Inc | 0.01% | No change | 513 | $291K |
| Granite Harbor Advisors, Inc. | 0.14% | Reduce -1.9% | 510 | $289K |
| Kwmg, LLC | 0.03% | No change | 508 | $288K |
| McElhenny Sheffield Capital Management, LLC | 0.08% | Reduce -5.6% | 505 | $286K |
| Bar Harbor Wealth Management | 0.02% | No change | 504 | $286K |
| Aerodigm Wealth, LLC | 0.14% | No change | 503 | $285K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -0.2% | 500 | $283K |
| MBL Wealth, LLC | 0.03% | Reduce -1.6% | 500 | $283K |
| Fusion Family Wealth, LLC | 0.02% | No change | 500 | $283K |
| Apexium Financial, LP | 0.01% | No change | 496 | $281K |
| Horan Securities, Inc. | 0.10% | New | 495 | $280K |
| BlueSky Wealth Advisors, LLC | 0.04% | No change | 493 | $279K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -13.5% | 492 | $279K |
| Burney Co./ | 0.01% | No change | 492 | $279K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +5.6% | 490 | $278K |
| Confluence Wealth Services, Inc. | 0.02% | New | 489 | $277K |
| Essex Bank | 0.07% | Add +17.4% | 487 | $276K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -86.2% | 486 | $275K |
| Cypress Wealth Services, LLC | 0.05% | No change | 485 | $275K |
| Bfsg, LLC | 0.03% | No change | 485 | $275K |
| LRI Investments, LLC | 0.02% | Add +49.4% | 484 | $274K |
| Tranquility Partners, LLC | 0.10% | Add +23.2% | 483 | $274K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +26.1% | 483 | $274K |
| Keel Point, LLC | 0.02% | Add +5.0% | 483 | $273K |
| Lantern Wealth Advisors, LLC | 0.16% | — | 481 | $273K |
| Signet Financial Management, LLC | 0.03% | No change | 480 | $272K |
| Maryland Capital Advisors Inc. | 0.11% | No change | 476 | $270K |
| Citizens Business Bank | 0.05% | No change | 475 | $269K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 475 | $269K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $269K |
| Creative Financial Designs Inc. | 0.02% | Reduce -5.8% | 474 | $269K |
| Bedell Frazier Investment Counselling, LLC | 0.07% | No change | 473 | $268K |
| CapWealth Advisors, LLC | 0.03% | No change | 471 | $267K |
| Mendel Money Management | 0.12% | Reduce -5.4% | 470 | $266K |
| Lesa Sroufe & Co | 0.24% | No change | 470 | $266K |
| Index Fund Advisors, Inc. | 0.01% | No change | 469 | $266K |
| PDS Planning, Inc | 0.02% | No change | 468 | $265K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $264K |
| WealthTrust Axiom LLC | 0.08% | No change | 466 | $264K |
| Bensler, LLC | 0.03% | No change | 465 | $263K |
| Root Financial Partners, LLC | 0.03% | Add +0.2% | 465 | $263K |
| Cadinha & Co. LLC | 0.04% | Reduce -37.6% | 463 | $262K |
| Aspen Investment Management Inc | 0.11% | Reduce -83.7% | 463 | $262K |
| Parkside Advisors LLC | 0.06% | New | 460 | $261K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.1% | 461 | $261K |
| Madden Advisory Services, Inc. | 0.11% | Add +7.5% | 460 | $261K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $261K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 460 | $261K |
| Sapient Capital LLC | 0.00% | Reduce -25.3% | 457 | $260K |
| Westside Investment Management, Inc. | 0.05% | No change | 450 | $256K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $255K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -4.5% | 450 | $255K |
| Aquire Wealth Advisors, LLC | 0.07% | No change | 449 | $254K |
| Avior Wealth Management, LLC | 0.01% | No change | 448 | $254K |
| Financial Partners Group, Inc | 0.04% | No change | 448 | $254K |
| Excalibur Management Corp. | 0.10% | No change | 447 | $253K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 445 | $252K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 445 | $252K |
| Oder Investment Management, LLC | 0.19% | No change | 443 | $251K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 440 | $249K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.0% | 440 | $249K |
| Signaturefd, LLC | 0.00% | Reduce -26.2% | 436 | $247K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 426 | $247K |
| Debussy Capital Management LP | 0.04% | Add +0.2% | 436 | $247K |
| Fermata Advisors, LLC | 0.07% | Add +0.2% | 435 | $246K |
| Factor Wealth Management LTD | 0.07% | New | 435 | $246K |
| Inscription Capital, LLC | 0.04% | New | 433 | $245K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 426 | $244K |
| William Mack & Associates, Inc. | 0.16% | No change | 431 | $244K |
| First Pacific Financial | 0.04% | Reduce -3.8% | 431 | $244K |
| Flagship Private Wealth, LLC | 0.10% | Reduce -9.3% | 430 | $244K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $244K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 428 | $242K |
| Gladwyn Financial Advisors, Inc. | 0.19% | — | 428 | $242K |
| Broadway Wealth Solutions, Inc. | 0.15% | No change | 427 | $242K |
| Unified Investment Management | 0.26% | No change | 425 | $241K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $241K |
| FSM Wealth Advisors, LLC | 0.04% | Reduce -5.2% | 416 | $240K |
| Cynosure Group, LLC | 0.03% | No change | 421 | $238K |
| Trexquant Investment LP | 0.00% | Reduce -52.5% | 421 | $238K |
| Ritholtz Wealth Management | 0.01% | No change | 418 | $237K |
| Allegheny Financial Group | 0.05% | Reduce -8.7% | 412 | $234K |
| Trust Co | 0.03% | No change | 411 | $233K |
| Wambolt & Associates, LLC | 0.08% | Add +1.3% | 405 | $232K |
| Financial Advisory Corp | 0.04% | No change | 407 | $231K |
| Sheets Smith Wealth Management | 0.03% | Add +0.3% | 406 | $230K |
| Grassi Investment Management | 0.02% | No change | 404 | $229K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $229K |
| Shufro Rose & Co. LLC | 0.02% | No change | 426 | $227K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $227K |
| Counterweight Ventures, LLC | 0.15% | No change | 400 | $227K |
| Alpha Zero LLC | 0.15% | No change | 400 | $227K |
| Pursue Wealth Partners LLC | 0.13% | No change | 400 | $227K |
| SkyOak Wealth, LLC | 0.05% | Reduce -33.3% | 400 | $227K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $227K |
| Boston Common Asset Management, LLC | 0.01% | No change | 400 | $227K |
| Hoese & Co LLP | 0.18% | No change | 400 | $227K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -11.5% | 399 | $226K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $225K |
| Magnus Financial Group LLC | 0.02% | No change | 396 | $224K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -24.9% | 395 | $224K |
| Objective Capital Management, LLC | 0.25% | Add +0.3% | 395 | $224K |
| First American Trust, FSB | 0.02% | No change | 395 | $224K |
| Keudell/Morrison Wealth Management | 0.05% | Reduce -44.0% | 394 | $223K |
| Windsor Capital Management, LLC | 0.06% | Reduce -9.4% | 393 | $222K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $222K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.3% | 391 | $221K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -9.8% | 378 | $220K |
| SteelPeak Wealth, LLC | 0.01% | Add +2.6% | 387 | $220K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 410 | $219K |
| Accelerate Investment Advisors LLC | 0.16% | New | 386 | $219K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $218K |
| Investment Partners, LTD. | 0.08% | No change | 383 | $217K |
| Financial Futures Ltd Liability Co. | 0.12% | New | 381 | $216K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 381 | $216K |
| Breakwater Investment Management | 0.08% | No change | 380 | $215K |
| Aspen Grove Capital, LLC | 0.04% | New | 377 | $215K |
| YHB Investment Advisors, Inc. | 0.02% | New | 378 | $214K |
| One Charles Private Wealth Services, LLC | 0.06% | No change | 377 | $214K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +5.3% | 377 | $213K |
| Garrett Wealth Advisory Group, LLC | 0.04% | Reduce -20.5% | 373 | $211K |
| Atwood & Palmer Inc. | 0.01% | No change | 373 | $211K |
| Stokes Family Office, LLC | 0.02% | New | 372 | $211K |
| Northeast Investment Management | 0.01% | New | 372 | $211K |
| Patten & Patten Inc. | 0.01% | New | 370 | $210K |
| Jacobs & Co. | 0.02% | New | 370 | $209K |
| Lowery Thomas, LLC | 0.13% | New | 367 | $208K |
| Lifestyle Asset Management, Inc. | 0.10% | New | 364 | $206K |
| Mystic Asset Management, Inc. | 0.05% | New | 364 | $206K |
| Cora Capital Advisors LLC | 0.09% | New | 363 | $206K |
| Integrity Alliance, Llc. | 0.01% | New | 363 | $206K |
| BlueChip Wealth Advisors LLC | 0.08% | New | 361 | $204K |
| Lumbard & Kellner, LLC | 0.09% | New | 360 | $204K |
| Pachira Investments Inc. | 0.15% | Reduce -15.5% | 359 | $203K |
| Stonekeep Investments, LLC | 0.14% | New | 359 | $203K |
| Hobart Private Capital, LLC | 0.05% | Reduce -25.2% | 357 | $202K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $201K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 354 | $200K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $199K |
| Pingora Partners LLC | 0.15% | No change | 350 | $198K |
| CNB Bank | 0.09% | No change | 344 | $195K |
| Nordwand Advisors, LLC | 0.03% | New | 342 | $194K |
| National Bank of Canada | 0.00% | Reduce -19.1% | 339 | $192K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 334 | $189K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 332 | $188K |
| Operose Advisors LLC | 0.05% | No change | 329 | $186K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 309 | $175K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.3% | 304 | $172K |
| Mountain Hill Investment Partners Corp. | 0.14% | No change | 300 | $170K |
| South Plains Financial, Inc. | 0.12% | No change | 298 | $169K |
| Key Financial Inc | 0.03% | No change | 296 | $168K |
| UMB Bank, n.a. | 0.00% | No change | 285 | $161K |
| Fairman Group, LLC | 0.13% | Add +0.4% | 272 | $155K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Reduce -3.4% | 259 | $147K |
| Archer Investment Corp | 0.03% | No change | 257 | $145K |
| Arax Advisory Partners | 0.01% | Add +45.7% | 252 | $143K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $142K |
| Longview Financial Advisors LLC | 0.09% | No change | 244 | $138K |
| Maseco LLP | 0.01% | — | 241 | $137K |
| City Holding Co. | 0.02% | Add +166.7% | 240 | $136K |
| Dagco, Inc. | 0.04% | No change | 227 | $129K |
| Total Investment Management Inc. | 0.02% | New | 227 | $129K |
| Sunbelt Securities, Inc. | 0.01% | Add +13.2% | 215 | $122K |
| Comprehensive Financial Planning, Inc. | 0.09% | Reduce -1.4% | 210 | $119K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 205 | $116K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | New | 200 | $113K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $112K |
| Riggs Asset Managment Co. Inc. | 0.03% | Reduce -68.5% | 196 | $111K |
| Assetmark, Inc. | 0.00% | Add +19.5% | 190 | $108K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.5% | 189 | $107K |
| Vermillion Wealth Management, Inc. | 0.05% | Reduce -6.9% | 188 | $106K |
| American National Bank & Trust | 0.01% | Reduce -14.9% | 182 | $103K |
| Bernard Wealth Management Corp. | 0.05% | Reduce -35.6% | 181 | $103K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -2.7% | 180 | $102K |
| Monetary Management Group Inc. | 0.03% | No change | 180 | $102K |
| Costello Asset Management, INC | 0.04% | No change | 172 | $97K |
| Citizens National Bank Trust Department | 0.02% | No change | 168 | $95K |
| Horizons Wealth Management | 0.07% | No change | 164 | $93K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $93K |
| Marshall & Sullivan Inc. | 0.04% | New | 157 | $89K |
| TD Capital Management LLC | 0.01% | No change | 156 | $88K |
| Accredited Wealth Management, LLC | 0.07% | Reduce -5.5% | 155 | $88K |
| Lanark Financial, Inc. | 0.01% | No change | 157 | $88K |
| TOWER TRUST & INVESTMENT Co | 0.06% | No change | 151 | $86K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 150 | $85K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $85K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 147 | $83K |
| FSA Wealth Management LLC | 0.03% | No change | 145 | $82K |
| Trust Co. of Toledo NA | 0.01% | New | 145 | $82K |
| AllSquare Wealth Management LLC | 0.05% | No change | 143 | $81K |
| Richardson Capital Management LLC | 0.04% | No change | 142 | $80K |
| PrairieView Partners, LLC | 0.01% | No change | 135 | $76K |
| Semmax Financial Advisors Inc. | 0.02% | No change | 133 | $76K |
| Pinney & Scofield, Inc. | 0.05% | No change | 134 | $76K |
| MilWealth Group LLC | 0.02% | Add +0.8% | 132 | $75K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 129 | $74K |
| SJS Investment Consulting Inc. | 0.01% | No change | 131 | $74K |
| Rogco, LP | 0.03% | No change | 130 | $74K |
| Vestor Capital, LLC | 0.01% | Reduce -98.6% | 450 | $73K |
| Morgan Dempsey Capital Management LLC | 0.03% | New | 125 | $71K |
| Hilltop National Bank | 0.02% | — | 125 | $71K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $71K |
| Clean Yield Group | 0.02% | Add +24.0% | 124 | $70K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 121 | $68K |
| Harbor Asset Planning, Inc. | 0.06% | — | 116 | $66K |
| Canton Hathaway, LLC | 0.01% | No change | 115 | $65K |
| Innovative Advisory Group, LLC | 0.05% | No change | 110 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Add +4.8% | 110 | $62K |
| Beacon Capital Management, LLC | 0.01% | Reduce -31.4% | 107 | $60K |
| Newton One Investments LLC | 0.02% | No change | 102 | $58K |
| Toronto Dominion Bank | 0.00% | No change | 100 | $57K |
| Parvin Asset Management, LLC | 0.06% | No change | 100 | $57K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -8.3% | 100 | $57K |
| Security National Bank | 0.01% | No change | 100 | $57K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -43.5% | 100 | $57K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $57K |
| 1 North Wealth Services LLC | 0.02% | No change | 98 | $56K |
| Banque Cantonale Vaudoise | 0.00% | No change | 95 | $54K |
| First Community Trust NA | 0.04% | No change | 90 | $51K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 90 | $51K |
| Main Street Group, LTD | 0.02% | No change | 90 | $51K |
| Smartleaf Asset Management LLC | 0.00% | No change | 88 | $50K |
| Islay Capital Management, LLC | 0.03% | Reduce -10.2% | 88 | $50K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $48K |
| RMG Wealth Management LLC | 0.01% | — | 78 | $45K |
| Bollard Group LLC | 0.00% | No change | 80 | $45K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $45K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -12.5% | 70 | $40K |
| CoreFirst Bank & Trust | 0.02% | New | 70 | $40K |
| Ameriflex Group, Inc. | 0.02% | Reduce -29.4% | 65 | $37K |
| Alpine Bank Wealth Management | 0.01% | No change | 60 | $34K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -60.0% | 60 | $34K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $32K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $30K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 51 | $29K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $28K |
| Aviso Financial Inc. | 0.00% | No change | 50 | $28K |
| West Branch Capital LLC | 0.01% | No change | 50 | $28K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 50 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $28K |
| Concord Wealth Partners | 0.00% | No change | 47 | $27K |
| Capital Analysts, LLC | 0.00% | No change | 45 | $25K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $25K |
| ORG Partners LLC | 0.01% | No change | 43 | $25K |
| Curio Wealth, LLC | 0.01% | Add +1950.0% | 41 | $23K |
| Bellwether Advisors, LLC | 0.00% | No change | 41 | $23K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $20K |
| Cornerstone Planning Group LLC | 0.00% | No change | 33 | $19K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 30 | $17K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 28 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $15K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 27 | $15K |
| Burkett Financial Services, LLC | 0.01% | No change | 25 | $14K |
| Olistico Wealth, LLC | 0.01% | No change | 25 | $14K |
| Painted Porch Advisors LLC | 0.01% | No change | 25 | $14K |
| Chilton Capital Management LLC | 0.00% | No change | 25 | $14K |
| Activest Wealth Management | 0.00% | Reduce -52.9% | 24 | $14K |
| Ridgewood Investments LLC | 0.01% | No change | 22 | $12K |
| Arlington Trust Co LLC | 0.00% | No change | 22 | $12K |
| CKW Financial Group | 0.00% | No change | 20 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $10K |
| NFSG Corp | 0.00% | Add +6.3% | 17 | $9K |
| Kentucky Trust Co | 0.01% | No change | 16 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $7K |
| Northwest Capital Management Inc | 0.00% | No change | 13 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Roble, Belko & Company, Inc | 0.00% | Reduce -42.1% | 11 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Rossby Financial, LCC | 0.00% | New | 10 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -90.3% | 7 | $4K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 5 | $3K |
| Hemington Wealth Management | 0.00% | No change | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 1 | $566 |
| Coston, McIsaac & Partners | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is MDY's weight in each manager's 13F, not the share of State Street SPDR S&P Midcap the manager owns.