State Street SPDR S&P MidcapMDYETF
13F holders, Q3 2025 (September 30)1,366holders +17
68new positions
44sold out
6famous investors
$584.01avg. 13F price*
At the end of Q3 2025, 1,366 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 17 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.2B), Morgan Stanley ($1.1B) and Wells Fargo & Company ($748.7M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q3 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $26.6M |
| Exits | 44 | $58.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,084,161 shares bought and 1,392,394 shares sold, net +691,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,366 holders
| Bank of America Corp. | 0.09% | Reduce -8.1% | 2,056,151 | $1.2B |
| Morgan Stanley | 0.06% | Add +34.7% | 1,780,404 | $1.1B |
| Wells Fargo & Company | 0.15% | Reduce -0.4% | 1,256,091 | $748.7M |
| Northern Trust Corp. | 0.08% | Reduce -1.1% | 1,088,416 | $648.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +21.8% | 1,056,887 | $629.9M |
| US Bancorp \de | 0.71% | Reduce -1.7% | 998,110 | $594.9M |
| Pathstone Holdings, LLC | 2.03% | Reduce -0.8% | 889,822 | $530.4M |
| Northwestern Mutual Wealth Management Co. | 0.31% | Add +28.6% | 788,274 | $469.8M |
| PNC Financial Services Group, Inc. | 0.26% | Reduce -1.2% | 714,972 | $426.1M |
| UBS Group AG | 0.07% | Add +4.3% | 636,918 | $379.6M |
| Raymond James Financial Inc. | 0.10% | Add +0.6% | 529,533 | $315.6M |
| Bank of Montreal | 0.13% | Add +0.4% | 502,730 | $299.6M |
| Moore Capital Management, LP | 4.12% | Reduce -46.4% | 340,000 | $202.7M |
| Royal Bank of Canada | 0.04% | Reduce -22.4% | 339,521 | $202.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.4% | 334,973 | $199.7M |
| Creative Planning | 0.13% | Add +8.5% | 286,128 | $170.5M |
| Alliancebernstein L.P. | 0.05% | Reduce -3.0% | 257,129 | $153.3M |
| MAI Capital Management | 0.93% | Add +0.5% | 250,159 | $149.1M |
| HighTower Advisors, LLC | 0.16% | Add +5.9% | 237,914 | $141.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.34% | Add +93.4% | 236,837 | $141.2M |
| Corient Private Wealth LP | 0.22% | Reduce -1.6% | 235,580 | $140.4M |
| Arvest Bank Trust Division | 7.69% | Add +0.3% | 232,628 | $138.7M |
| Conservest Capital Advisors, Inc. | 12.00% | Reduce -0.2% | 217,689 | $129.8M |
| LPL Financial LLC | 0.03% | Add +0.1% | 172,465 | $102.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.1% | 171,927 | $102.5M |
| Welch & Forbes LLC | 1.21% | Reduce -0.5% | 168,530 | $100.4M |
| Susquehanna International Group, LLP | 0.14% | Add +17.5% | 163,905 | $97.7M |
| Barclays PLC | 0.03% | Add +1259.0% | 155,506 | $92.7M |
| BNP Paribas Financial Markets | 0.07% | Reduce -24.0% | 154,349 | $92.0M |
| Waddell & Associates, LLC | 7.52% | Add +3.3% | 148,331 | $88.4M |
| Whittier Trust Co. | 0.88% | Reduce -2.9% | 128,786 | $77.4M |
| Truist Financial Corp. | 0.10% | Add +2.5% | 125,891 | $75.0M |
| Cerity Partners LLC | 0.12% | Reduce -3.9% | 123,960 | $73.9M |
| Hills Bank & Trust Co | 4.20% | Add +0.4% | 119,611 | $71.3M |
| FineMark National Bank & Trust | 2.27% | Reduce -4.5% | 116,467 | $69.4M |
| Brown Advisory Inc. | 0.09% | Reduce -3.3% | 114,839 | $68.4M |
| Mirae Asset Securities (usa) Inc. | 2.91% | Add +100.9% | 111,284 | $66.3M |
| Stifel Financial Corp. | 0.06% | Add +2.7% | 108,905 | $64.9M |
| HRT Financial LP | 0.24% | Reduce -0.8% | 108,070 | $64.4M |
| Montag A & Associates Inc. | 2.90% | Reduce -0.3% | 105,201 | $62.9M |
| Mariner, LLC | 0.08% | Reduce -0.2% | 105,154 | $62.7M |
| Osaic Holdings, Inc. | 0.08% | Add +26.2% | 93,225 | $55.6M |
| Cetera Investment Advisers | 0.06% | Add +32.0% | 91,232 | $54.4M |
| Atlantic Union Bankshares Corp | 1.01% | Reduce -1.0% | 89,998 | $53.6M |
| Focus Partners Wealth | 0.09% | Add +9.4% | 88,384 | $52.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -13.3% | 88,088 | $52.5M |
| WASHINGTON TRUST Co | 1.72% | Reduce -0.4% | 87,927 | $52.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +5.8% | 85,625 | $51.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 77,622 | $46.3M |
| Blair William & Co. | 0.12% | Reduce -1.6% | 77,101 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 75,101 | $44.8M |
| Henshaw Capital LLC | 1.67% | No change | 75,050 | $44.7M |
| Divergent Planning, LLC | 11.86% | Add +5.8% | 74,284 | $44.6M |
| Captrust Financial Advisors | 0.09% | Reduce -2.1% | 71,760 | $42.8M |
| Pittenger & Anderson Inc. | 1.53% | Add +0.3% | 70,018 | $41.7M |
| Whittier Trust Co. of Nevada Inc. | 0.87% | Reduce -0.3% | 67,859 | $40.8M |
| Portland Global Advisors LLC | 4.46% | Reduce -1.7% | 67,000 | $39.9M |
| Midwest Trust Co | 0.51% | Add +3.1% | 66,230 | $39.5M |
| Ascent Wealth Partners, LLC | 4.40% | Add +2.9% | 63,632 | $37.9M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Reduce -0.1% | 61,713 | $36.9M |
| Smith, Moore & Co. | 2.75% | Reduce -0.0% | 60,281 | $35.9M |
| MassMutual Private Wealth & Trust, FSB | 0.91% | Reduce -0.3% | 59,962 | $35.7M |
| Citizens Financial Group Inc. | 0.49% | Reduce -1.7% | 59,770 | $35.6M |
| Pinnacle Associates Ltd. | 0.46% | Reduce -1.3% | 58,366 | $34.8M |
| Lido Advisors, LLC | 0.14% | Add +49.9% | 57,069 | $34.1M |
| Oldfather Financial Services, LLC | 10.20% | Add +3.1% | 54,950 | $32.8M |
| Peapack Gladstone Financial Corp. | 0.42% | Reduce -0.0% | 53,592 | $31.9M |
| SCS Capital Management LLC | 0.34% | Reduce -4.5% | 53,046 | $31.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.7% | 52,656 | $31.4M |
| Heritage Investors Management Corp. | 0.90% | Reduce -0.8% | 50,510 | $30.1M |
| Crewe Advisors LLC | 2.85% | Reduce -0.6% | 50,119 | $29.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | No change | 50,000 | $29.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.0% | 49,634 | $29.6M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.9% | 47,144 | $28.1M |
| IFG Advisors, LLC | 4.54% | Reduce -2.7% | 46,719 | $27.8M |
| Clearstead Advisors, LLC | 0.41% | Reduce -0.7% | 46,682 | $27.8M |
| Chicago Partners Investment Group LLC | 0.70% | Reduce -0.3% | 44,747 | $26.8M |
| Cumberland Advisors Inc. | 10.14% | Reduce -0.9% | 44,302 | $26.4M |
| LCM Capital Management Inc | 12.53% | Reduce -0.2% | 43,817 | $26.1M |
| Prescott Group Capital Management, L.L.C. | 2.72% | Reduce -12.1% | 43,335 | $25.8M |
| Klingman & Associates, LLC | 1.26% | Reduce -1.1% | 41,928 | $25.0M |
| Bessemer Group Inc. | 0.04% | Add +6.3% | 41,707 | $24.9M |
| Comerica Bank | 0.09% | Reduce -6.2% | 41,552 | $24.8M |
| Squarepoint Ops LLC | 0.05% | Reduce -51.3% | 40,158 | $23.9M |
| Conning Inc. | 0.81% | Reduce -4.0% | 38,596 | $23.0M |
| Basswood Capital Management, L.L.C. | 1.05% | No change | 38,082 | $22.7M |
| Curi Capital, LLC | 0.42% | Reduce -0.4% | 37,794 | $22.6M |
| SG Americas Securities, LLC | 0.08% | Reduce -64.7% | 37,030 | $22.1M |
| Johnson Investment Counsel Inc. | 0.18% | Add +0.8% | 36,722 | $21.9M |
| Composition Wealth, LLC | 0.33% | Reduce -12.6% | 36,687 | $21.9M |
| 1ST Source Bank | 1.13% | Reduce -0.9% | 35,820 | $21.3M |
| Millennium Management | 0.02% | Add +314.3% | 35,427 | $21.1M |
| Kestra Advisory Services, LLC | 0.10% | Add +10.7% | 34,898 | $20.8M |
| FMR LLC | 0.00% | Add +11.2% | 34,767 | $20.7M |
| Waldron Private Wealth LLC | 0.81% | Add +8.8% | 33,618 | $20.0M |
| Steele Capital Management, Inc. | 0.88% | Reduce -0.5% | 33,331 | $19.9M |
| Trustmark Bank Trust Department | 1.25% | Reduce -0.1% | 32,194 | $19.2M |
| Citigroup Inc. | 0.01% | Add +93.8% | 31,993 | $19.1M |
| Pinnacle Financial Partners Inc | 0.45% | Reduce -4.5% | 31,461 | $18.8M |
| Hancock Whitney Corp. | 0.34% | Reduce -1.8% | 31,356 | $18.7M |
| Vestor Capital, LLC | 1.19% | Add +6835.1% | 31,208 | $18.6M |
| Curbstone Financial Management Corp | 3.57% | Add +1.2% | 31,178 | $18.6M |
| Tandem Wealth Advisors LLC | 8.73% | Reduce -3.3% | 30,795 | $18.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.87% | Add +1.4% | 29,979 | $17.9M |
| Jane Street Group, LLC | 0.02% | Reduce -22.1% | 29,796 | $17.8M |
| Tiller Private Wealth, Inc. | 6.12% | Add +1.7% | 28,835 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.7% | 27,554 | $16.4M |
| M&T Bank Corp | 0.05% | Add +0.4% | 27,199 | $16.2M |
| Serenus Wealth Advisors, LLC | 2.71% | Reduce -7.9% | 26,601 | $15.9M |
| Commerce Bank | 0.09% | Add +0.2% | 26,513 | $15.8M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -0.4% | 25,355 | $15.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +30.5% | 25,104 | $15.0M |
| Wealth Alliance Advisory Group, LLC | 2.68% | Add +0.5% | 24,942 | $14.9M |
| Simmons Bank | 0.98% | Reduce -3.7% | 24,666 | $14.7M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +84.6% | 24,440 | $14.6M |
| Madison Asset Management, LLC | 0.16% | Reduce -17.5% | 24,058 | $14.3M |
| Cresset Asset Management, LLC | 0.06% | Add +11.0% | 23,950 | $14.3M |
| Glenmede Investment Management, LP | 0.07% | No change | 23,750 | $14.2M |
| MML Investors Services, LLC | 0.04% | Reduce -1.5% | 23,475 | $14.0M |
| MetLife Investment Management, LLC | 0.07% | Reduce -51.9% | 23,300 | $13.9M |
| Ameritas Investment Partners, Inc. | 0.42% | Add +15.0% | 23,045 | $13.7M |
| Atlantic Edge Private Wealth Management, LLC | 3.52% | Reduce -0.9% | 22,948 | $13.7M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -10.0% | 22,354 | $13.3M |
| AQR Capital Management | 0.01% | Add +73.4% | 22,049 | $13.1M |
| Thrive Wealth Management, LLC | 1.93% | Add +0.5% | 21,492 | $12.8M |
| MCF Advisors LLC | 0.78% | Reduce -0.8% | 21,225 | $12.7M |
| Caldwell Trust Co | 1.18% | Reduce -2.6% | 21,099 | $12.6M |
| Old National Bancorp | 0.21% | Reduce -2.8% | 20,775 | $12.4M |
| Savant Capital, LLC | 0.07% | Add +0.8% | 20,502 | $12.2M |
| Trifecta Capital Advisors, LLC | 1.83% | Reduce -0.3% | 20,189 | $12.0M |
| Carnegie Investment Counsel | 0.22% | Reduce -1.0% | 19,893 | $11.9M |
| jvl associates llc | 3.90% | Reduce -0.1% | 19,786 | $11.8M |
| Cornerstone Planning Group LLC | 1.88% | Add +564003.0% | 186,154 | $11.8M |
| NorthCoast Asset Management LLC | 0.05% | Add +13.1% | 19,643 | $11.7M |
| Wellspring Financial Advisors, LLC | 1.04% | Reduce -3.6% | 18,998 | $11.3M |
| Callan Family Office, LLC | 0.36% | Reduce -4.6% | 18,969 | $11.3M |
| Lutz Financial Services LLC | 0.81% | Reduce -1.3% | 18,852 | $11.2M |
| Corsicana & Co. | 6.28% | — | 18,760 | $11.2M |
| Dumont & Blake Investment Advisors LLC | 2.70% | Reduce -0.3% | 18,663 | $11.1M |
| Csenge Advisory Group | 0.52% | Add +7.0% | 18,414 | $11.0M |
| Country Club Bank | 0.65% | Reduce -2.6% | 18,418 | $11.0M |
| Peddock Capital Advisors, LLC | 2.22% | Add +0.9% | 17,289 | $10.3M |
| Hummer Financial Advisory Services Inc | 7.48% | Reduce -0.2% | 17,189 | $10.3M |
| Brown Brothers Harriman & Co. | 0.06% | Reduce -0.5% | 17,129 | $10.2M |
| Legacy Advisors, LLC | 1.26% | — | 17,097 | $10.2M |
| Canopy Partners, LLC | 3.40% | Reduce -0.2% | 17,092 | $10.2M |
| Mill Creek Capital Advisors, LLC | 0.21% | Add +0.3% | 17,084 | $10.2M |
| Ieq Capital, LLC | 0.03% | Add +20.1% | 17,068 | $10.2M |
| Cyndeo Wealth Partners, LLC | 0.56% | Reduce -0.0% | 16,773 | $10.0M |
| World Investment Advisors | 0.20% | Add +3.9% | 16,618 | $9.9M |
| Harbour Trust & Investment Management Co | 0.99% | Reduce -3.4% | 16,061 | $9.6M |
| NBT Bank, N.A. | 0.62% | Reduce -2.9% | 16,051 | $9.6M |
| First Financial Bank - Trust Division | 0.82% | Reduce -1.5% | 16,045 | $9.6M |
| Cwm, LLC | 0.03% | Add +8.7% | 16,026 | $9.6M |
| Granite FO LLC | 5.19% | Reduce -0.1% | 16,021 | $9.5M |
| Agf Management Ltd. | 0.04% | Reduce -0.3% | 15,999 | $9.5M |
| &partners | 0.06% | Add +26.0% | 15,950 | $9.5M |
| Montz Harcus Wealth Management LLC | 4.13% | Add +0.7% | 15,860 | $9.5M |
| Arvest Investments, Inc. | 1.36% | Reduce -1.9% | 15,857 | $9.5M |
| GFS Advisors, LLC | 1.20% | Reduce -0.2% | 15,808 | $9.4M |
| Quantinno Capital Management LP | 0.03% | Reduce -1.7% | 15,742 | $9.4M |
| First Merchants Corp. | 0.35% | Reduce -2.4% | 15,694 | $9.4M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -0.9% | 15,684 | $9.3M |
| Brookstone Capital Management | 0.11% | Reduce -5.7% | 15,429 | $9.2M |
| Capstone Financial Advisors, Inc. | 0.50% | Reduce -0.7% | 15,340 | $9.1M |
| Howard Capital Management, LLC | 0.12% | Reduce -0.9% | 15,243 | $9.1M |
| Nixon Peabody Trust Co. | 0.66% | Reduce -7.6% | 15,218 | $9.1M |
| KCM Investment Advisors LLC | 0.29% | Add +6.8% | 14,982 | $8.9M |
| RMR Wealth Builders | 0.74% | Add +1.5% | 14,905 | $8.9M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.8% | 14,893 | $8.9M |
| Franklin Resources Inc. | 0.00% | Reduce -25.9% | 14,296 | $8.5M |
| Tiaa Trust, National Association | 0.02% | Reduce -2.2% | 14,223 | $8.5M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.5M |
| Seeds Investor LLC | 1.78% | Reduce -1.9% | 14,137 | $8.4M |
| Central Bank & Trust Co. | 1.32% | Reduce -1.3% | 14,068 | $8.4M |
| Boyd Watterson Asset Management LLC | 2.48% | No change | 13,936 | $8.3M |
| Bearing Point Capital, LLC | 1.43% | Reduce -1.1% | 13,921 | $8.3M |
| Chesley Taft & Associates LLC | 0.34% | Reduce -1.8% | 13,488 | $8.0M |
| TKG Advisors, LLC | 3.41% | Add +2.4% | 13,339 | $8.0M |
| Arbor Trust Wealth Advisors, LLC | 3.57% | Reduce -3.9% | 13,247 | $7.9M |
| Busey Bank | 0.22% | No change | 12,968 | $7.7M |
| Pacific Center for Financial Services | 1.96% | Reduce -0.8% | 12,910 | $7.7M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -24.7% | 12,853 | $7.7M |
| Staley Capital Advisers Inc. | 0.31% | No change | 12,844 | $7.7M |
| Boston Family Office LLC | 0.48% | Reduce -1.6% | 12,720 | $7.6M |
| Meridian Wealth Advisors, LLC | 1.07% | Add +0.3% | 12,701 | $7.6M |
| Synovus Financial Corp. | 0.09% | Add +9.4% | 12,640 | $7.5M |
| Grove Bank & Trust | 0.87% | Add +1.0% | 12,447 | $7.4M |
| Waverly Advisors, LLC | 0.07% | Add +4.5% | 12,210 | $7.3M |
| Inspire Trust Co, N.A. | 1.30% | Add +9.1% | 12,000 | $7.2M |
| Sand Hill Global Advisors, LLC | 0.25% | Reduce -2.2% | 11,939 | $7.1M |
| Yousif Capital Management, LLC | 0.07% | Reduce -12.9% | 11,764 | $7.0M |
| Mechanics Bank Trust Department | 0.98% | Reduce -7.3% | 11,737 | $7.0M |
| Capital Group Private Client Services, Inc. | 0.12% | Reduce -1.1% | 11,725 | $7.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.1% | 11,592 | $6.9M |
| Community Bank, N.A. | 0.83% | Reduce -1.7% | 11,541 | $6.9M |
| Dakota Wealth Management | 0.14% | Reduce -3.8% | 11,438 | $6.8M |
| Hanover Advisors Inc. | 2.63% | Add +0.3% | 11,372 | $6.8M |
| Allworth Financial LP | 0.03% | Add +12.5% | 11,314 | $6.7M |
| First Horizon Corp. | 0.32% | — | 11,282 | $6.7M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -1.8% | 11,280 | $6.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -6.8% | 11,164 | $6.7M |
| CMG Global Holdings, LLC | 3.24% | Add +7.1% | 11,146 | $6.6M |
| Alexis Investment Partners, LLC | 0.57% | Add +13.8% | 11,138 | $6.6M |
| Shapiro Capital Management LLC | 0.28% | New | 11,000 | $6.6M |
| Lodestar Private Asset Management LLC | 0.68% | Add +1.1% | 10,981 | $6.5M |
| Goelzer Investment Management, Inc. | 0.35% | Reduce -1.1% | 10,971 | $6.5M |
| Latigo Investments, LLC | 3.29% | No change | 10,962 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.48% | Reduce -1.6% | 10,802 | $6.4M |
| Paulson Wealth Management Inc. | 1.50% | Add +25.3% | 10,635 | $6.3M |
| Madison Park Capital Advisors, LLC | 5.17% | Reduce -0.9% | 10,574 | $6.3M |
| LYNX Capital Group Ltd. | 2.92% | Reduce -0.1% | 10,562 | $6.3M |
| Adirondack Trust Co. | 2.09% | Add +0.8% | 10,468 | $6.2M |
| Hopwood Financial Services, Inc. | 4.17% | Reduce -1.0% | 10,466 | $6.2M |
| Palisade Asset Management, LLC | 0.58% | No change | 10,443 | $6.2M |
| Retirement Income Solutions, Inc. | 1.06% | Add +0.3% | 10,419 | $6.2M |
| Leavell Investment Management, Inc. | 0.26% | Reduce -3.4% | 10,348 | $6.2M |
| Diversified Portfolios, Inc. | 0.55% | Reduce -0.2% | 10,373 | $6.2M |
| G&S Capital LLC | 2.27% | Add +2.7% | 10,320 | $6.2M |
| Daymark Wealth Partners, LLC | 0.21% | Add +0.3% | 10,300 | $6.1M |
| Summit Financial, LLC | 0.09% | Add +2.5% | 10,299 | $6.1M |
| Badgley Phelps Wealth Managers, LLC | 0.13% | Add +2.1% | 10,249 | $6.1M |
| Gries Financial LLC | 0.97% | Reduce -0.5% | 10,243 | $6.1M |
| Newport Capital Group, LLC | 3.78% | Add +1.5% | 10,070 | $6.0M |
| Wilmar Advisors LLC | 4.89% | No change | 10,000 | $6.0M |
| RBF Capital, LLC | 0.27% | No change | 10,000 | $6.0M |
| Private Wealth Asset Management, LLC | 0.70% | No change | 9,925 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +15.2% | 9,881 | $5.9M |
| Victory Capital Management Inc. | 0.00% | Add +6.5% | 9,795 | $5.8M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.3% | 9,772 | $5.8M |
| Fifth Third Securities, Inc. | 0.39% | Reduce -34.2% | 9,591 | $5.7M |
| Sageworth Trust Co | 0.27% | Reduce -0.0% | 9,569 | $5.7M |
| Harbour Investments, Inc. | 0.13% | Add +2.1% | 9,495 | $5.7M |
| Ti-Trust, Inc. | 3.54% | Add +0.7% | 9,446 | $5.6M |
| Teachers Retirement System of the State of Kentucky | 0.04% | No change | 9,444 | $5.6M |
| Motco | 0.51% | Reduce -0.4% | 9,345 | $5.6M |
| Barrett & Company, Inc. | 1.90% | Add +13.3% | 9,297 | $5.5M |
| Modera Wealth Management, LLC | 0.06% | Reduce -2.3% | 9,254 | $5.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -4.4% | 9,244 | $5.5M |
| Firestone Capital Management | 1.19% | Add +0.0% | 9,220 | $5.5M |
| Resonant Capital Advisors, LLC | 0.32% | Reduce -2.9% | 9,183 | $5.5M |
| Balboa Wealth Partners | 0.95% | Add +0.3% | 9,189 | $5.5M |
| Peak Asset Management, LLC | 0.95% | Reduce -3.1% | 9,112 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -15.7% | 9,077 | $5.4M |
| Court Place Advisors, LLC | 1.61% | Reduce -1.5% | 8,995 | $5.4M |
| Bokf, NA | 0.08% | Reduce -0.1% | 8,993 | $5.4M |
| Flputnam Investment Management Co. | 0.08% | Reduce -4.3% | 8,912 | $5.3M |
| Bank of New Hampshire | 1.21% | Reduce -3.2% | 8,806 | $5.2M |
| Mayflower Financial Advisors, LLC | 0.65% | Reduce -3.4% | 8,720 | $5.2M |
| Meridian Investment Counsel Inc. | 1.28% | Reduce -0.9% | 8,671 | $5.2M |
| Gotham Asset Management | 0.02% | Add +170.1% | 8,638 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -2.0% | 8,595 | $5.1M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -2.0% | 8,615 | $5.1M |
| Cape Cod Five Cents Savings Bank | 0.47% | No change | 9,002 | $5.1M |
| Midwest Financial Group LLC | 2.44% | Add +0.4% | 8,582 | $5.1M |
| CreativeOne Wealth, LLC | 0.12% | Add +11.4% | 8,564 | $5.1M |
| Associated Banc-Corp | 0.13% | Add +0.1% | 8,542 | $5.1M |
| Ameritas Advisory Services, LLC | 0.33% | Add +184.4% | 8,528 | $5.1M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.48% | Add +0.9% | 8,518 | $5.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.21% | Add +10.4% | 8,425 | $5.0M |
| Colorado Capital Management, Inc. | 1.94% | Reduce -4.6% | 8,419 | $5.0M |
| AMG National Trust Bank | 0.12% | Add +0.5% | 8,404 | $5.0M |
| Fifth Third Bancorp | 0.02% | Add +12.7% | 8,258 | $4.9M |
| Highview Capital Management LLC | 1.80% | Reduce -0.6% | 8,193 | $4.9M |
| North Star Investment Management Corp. | 0.31% | Add +1.4% | 8,175 | $4.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.63% | Add +1.1% | 8,046 | $4.9M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -0.6% | 8,097 | $4.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.3% | 7,983 | $4.8M |
| Breakwater Capital Group | 0.70% | Reduce -2.4% | 7,972 | $4.8M |
| Bay Rivers Group | 1.98% | Add +0.4% | 7,895 | $4.7M |
| Haverford Trust Co | 0.04% | Add +5.0% | 7,772 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -12.8% | 7,712 | $4.6M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -0.7% | 7,701 | $4.6M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.7% | 7,662 | $4.6M |
| Intrepid Financial Planning Group LLC | 1.74% | Reduce -0.6% | 7,637 | $4.6M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -5.9% | 7,624 | $4.5M |
| BlackRock, Inc. | 0.00% | Reduce -80.7% | 7,624 | $4.5M |
| KMG Fiduciary Partners, LLC | 0.30% | Reduce -0.8% | 7,557 | $4.5M |
| Sonata Capital Group Inc. | 1.65% | Add +0.1% | 7,482 | $4.5M |
| Evensky & Katz LLC | 0.26% | Add +0.2% | 7,465 | $4.5M |
| Fidelis Capital Partners, LLC | 0.34% | Reduce -0.3% | 7,352 | $4.4M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +0.2% | 7,265 | $4.3M |
| Keybank National Association | 0.02% | Reduce -2.7% | 7,249 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -1.4% | 7,247 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -76.1% | 7,109 | $4.2M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -2.3% | 7,053 | $4.2M |
| Nicolet Advisory Services, LLC | 0.33% | Add +6.8% | 7,062 | $4.2M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +1.2% | 7,023 | $4.2M |
| PFG Advisors | 0.17% | Reduce -0.4% | 6,975 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Reduce -2.2% | 6,971 | $4.2M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +0.3% | 6,935 | $4.1M |
| Davis R M Inc. | 0.07% | Reduce -1.3% | 6,927 | $4.1M |
| Fifth Third Wealth Advisors LLC | 0.15% | No change | 6,921 | $4.1M |
| Benchmark Financial Wealth Advisors, LLC | 1.24% | Add +1.2% | 6,914 | $4.1M |
| Ballentine Partners, LLC | 0.06% | No change | 6,816 | $4.1M |
| New Century Financial Group, LLC | 7.12% | Add +8.2% | 6,724 | $4.0M |
| NewEdge Advisors, LLC | 0.02% | Add +2.7% | 6,658 | $4.0M |
| First Citizens Bank & Trust Co. | 0.09% | Add +2.7% | 6,635 | $4.0M |
| Smith Chas P & Associates Pa Cpas | 0.34% | Reduce -13.3% | 6,600 | $3.9M |
| Glen Eagle Advisors, LLC | 0.54% | Add +0.5% | 6,558 | $3.9M |
| Bristlecone Advisors, LLC | 0.33% | Add +0.5% | 6,524 | $3.9M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -1.9% | 6,475 | $3.9M |
| Segment Wealth Management, LLC | 0.23% | Reduce -6.1% | 6,445 | $3.8M |
| Victory Financial Group, LLC | 0.53% | Reduce -19.1% | 6,428 | $3.8M |
| Bailard, Inc. | 0.08% | Reduce -5.3% | 6,374 | $3.8M |
| Tandem Investment Partners LLC | 3.09% | Reduce -1.0% | 6,310 | $3.8M |
| Charter Research & Investment Group, Inc. | 2.58% | Add +1.2% | 6,248 | $3.7M |
| Penobscot Investment Management Company, Inc. | 0.29% | Add +13.0% | 6,232 | $3.7M |
| Woodstock Corp. | 0.32% | Reduce -1.9% | 6,230 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +2.3% | 6,227 | $3.7M |
| Elyxium Wealth, LLC | 1.29% | No change | 6,200 | $3.7M |
| Crews Bank & Trust | 0.54% | Reduce -0.2% | 6,192 | $3.7M |
| Bank of Nova Scotia | 0.01% | Reduce -43.8% | 6,191 | $3.7M |
| Fiduciary Trust Co | 0.04% | No change | 6,137 | $3.7M |
| Clear Point Advisors Inc. | 2.83% | Reduce -0.5% | 6,115 | $3.6M |
| Cibc World Market Inc. | 0.01% | Add +56.9% | 6,084 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +143.7% | 6,064 | $3.6M |
| Salomon & Ludwin, LLC | 0.32% | Reduce -3.5% | 5,983 | $3.6M |
| Matrix Asset Advisors Inc. | 0.33% | Reduce -3.6% | 5,977 | $3.6M |
| Audent Global Asset Management, LLC | 2.59% | Reduce -0.7% | 5,952 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.2% | 5,961 | $3.6M |
| Means Investment Co., Inc. | 0.31% | Reduce -58.7% | 5,955 | $3.5M |
| Precedent Wealth Partners, LLC | 0.78% | No change | 5,951 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.08% | Reduce -18.9% | 5,828 | $3.5M |
| Choreo, LLC | 0.05% | Reduce -0.6% | 54,078 | $3.5M |
| Sepio Capital, LP | 0.20% | No change | 5,810 | $3.5M |
| Providence Financial Advisors, LLC | 3.29% | — | 5,786 | $3.4M |
| Greenleaf Trust | 0.03% | Reduce -8.1% | 5,744 | $3.4M |
| Romano Brothers and Company | 0.39% | Reduce -1.0% | 5,700 | $3.4M |
| Flagstar Securities, Inc. | 1.04% | Reduce -0.5% | 5,669 | $3.4M |
| Whalerock Point Partners, LLC | 0.68% | No change | 5,645 | $3.4M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 5,637 | $3.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.0% | 5,572 | $3.3M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -0.5% | 5,545 | $3.3M |
| GAMCO Investors | 0.03% | No change | 5,507 | $3.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +10.8% | 5,501 | $3.3M |
| Lionsbridge Wealth Management LLC | 3.21% | Add +52.2% | 5,460 | $3.3M |
| Joel Isaacson & Co., LLC | 0.12% | Reduce -0.5% | 5,450 | $3.2M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +1.6% | 5,446 | $3.2M |
| Steph & Co. | 0.98% | Reduce -2.6% | 5,405 | $3.2M |
| Argent Trust Co | 0.11% | Add +1.6% | 5,381 | $3.2M |
| RFG Advisory, LLC | 0.07% | Add +32.9% | 5,340 | $3.2M |
| Eastern Bank | 0.06% | Reduce -1.9% | 5,335 | $3.2M |
| Centaurus Financial, Inc. | 0.15% | Add +12.0% | 5,325 | $3.2M |
| Ssa Swiss Advisors AG | 1.46% | Add +8.5% | 5,282 | $3.1M |
| Paladin Advisory Group, LLC | 2.45% | Reduce -10.1% | 5,262 | $3.1M |
| Miller Investment Management, LP | 0.31% | No change | 5,201 | $3.1M |
| Renaissance Technologies | 0.00% | Add +40.5% | 5,200 | $3.1M |
| HB Wealth Management, LLC | 0.02% | Add +32.7% | 5,135 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.8% | 5,120 | $3.1M |
| Coastline Trust Co | 0.32% | Reduce -0.4% | 5,066 | $3.0M |
| Spinnaker Trust | 0.17% | No change | 5,056 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -0.5% | 5,010 | $3.0M |
| Pegasus Asset Management, Inc. | 0.95% | No change | 4,988 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +5.6% | 4,947 | $3.0M |
| Shoker Investment Counsel, Inc. | 0.87% | Add +0.2% | 4,959 | $3.0M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 4,937 | $2.9M |
| Raffa Wealth Management, LLC | 0.53% | No change | 4,917 | $2.9M |
| Sowell Financial Services LLC | 0.11% | Reduce -4.9% | 4,900 | $2.9M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -10.9% | 4,846 | $2.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.62% | No change | 4,820 | $2.9M |
| Simplex Trading, LLC | 0.06% | Add +202.1% | 4,803 | $2.9M |
| Independence Bank of Kentucky | 0.37% | No change | 4,789 | $2.9M |
| Wesbanco Bank Inc. | 0.08% | Reduce -1.4% | 4,779 | $2.8M |
| Capital Advisory Group Advisory Services, LLC | 0.89% | Reduce -5.6% | 4,776 | $2.8M |
| Meridian Wealth Management, LLC | 0.11% | Add +8.0% | 4,772 | $2.8M |
| Asset Management Group, Inc. | 0.46% | Add +0.3% | 4,752 | $2.8M |
| Weil Company, Inc. | 0.68% | Reduce -1.8% | 4,746 | $2.8M |
| Crescent Sterling, Ltd. | 2.97% | Add +5.8% | 4,745 | $2.8M |
| New England Private Wealth Advisors LLC | 0.37% | Add +0.0% | 4,722 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +12.4% | 4,718 | $2.8M |
| IFG Advisory, LLC | 0.13% | Reduce -1.1% | 4,717 | $2.8M |
| Garden State Investment Advisory Services LLC | 0.70% | Reduce -11.0% | 4,628 | $2.8M |
| Diversified Trust Co. | 0.05% | Add +4.9% | 4,614 | $2.8M |
| West Paces Advisors Inc. | 0.54% | No change | 4,560 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.42% | Reduce -10.0% | 4,548 | $2.7M |
| Connecticut Wealth Management, LLC | 0.12% | Reduce -0.6% | 4,539 | $2.7M |
| Johnson Financial Group, Inc. | 0.10% | Reduce -0.3% | 4,516 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -10.1% | 4,485 | $2.7M |
| Element Pointe Advisors, LLC | 0.57% | Add +0.2% | 4,509 | $2.7M |
| Winthrop Advisory Group LLC | 0.23% | Reduce -1.9% | 4,486 | $2.7M |
| WealthBridge Capital Management, LLC | 0.62% | Add +6.1% | 4,464 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -56.1% | 4,444 | $2.6M |
| Davidson Trust Co. | 1.09% | Reduce -0.1% | 4,423 | $2.6M |
| Naples Global Advisors, LLC | 0.20% | No change | 4,382 | $2.6M |
| Veracity Capital LLC | 0.84% | No change | 4,359 | $2.6M |
| Orange Investment Advisors, Inc. | 0.27% | Add +0.8% | 4,357 | $2.6M |
| Lowe Wealth Advisors, LLC | 0.95% | Add +0.4% | 4,351 | $2.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.11% | Reduce -3.3% | 4,334 | $2.6M |
| Sage Financial Management Group, Inc. | 0.82% | Reduce -0.9% | 4,316 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -1.7% | 4,312 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.31% | No change | 4,535 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.9% | 4,305 | $2.6M |
| Sterling Investment Advisors, Ltd. | 0.50% | Reduce -0.1% | 4,299 | $2.6M |
| Salem Investment Counselors Inc. | 0.07% | No change | 4,197 | $2.5M |
| RVW Wealth, LLC | 0.20% | Add +1.1% | 4,199 | $2.5M |
| Walleye Capital LLC | 0.02% | Add +647.5% | 4,186 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Add +1.3% | 4,163 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.81% | No change | 4,150 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -3.7% | 4,100 | $2.4M |
| St. Johns Investment Management Company, LLC | 1.03% | Reduce -0.1% | 4,076 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Add +20.9% | 4,045 | $2.4M |
| Courier Capital LLC | 0.14% | Reduce -0.1% | 4,010 | $2.4M |
| Berman McAleer LLC | 0.33% | — | 3,990 | $2.4M |
| Summit Wealth Group LLC / Co. | 0.25% | New | 8,346 | $2.4M |
| Transatlantique Private Wealth LLC | 0.77% | No change | 3,963 | $2.4M |
| Baron Financial Group, LLC | 1.29% | Reduce -1.2% | 3,958 | $2.4M |
| Keystone Financial Group | 0.18% | Reduce -38.5% | 3,944 | $2.4M |
| Lavaca Capital LLC | 0.43% | Reduce -6.1% | 3,942 | $2.3M |
| Financial Life Planners | 1.57% | Reduce -3.1% | 3,914 | $2.3M |
| PKS Advisory Services, LLC | 0.54% | Reduce -4.5% | 3,942 | $2.3M |
| LM Advisors LLC | 0.34% | Add +36.6% | 3,884 | $2.3M |
| Cambridge Advisors Inc. | 0.45% | No change | 3,894 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.18% | Reduce -1.8% | 3,888 | $2.3M |
| Hilltop Holdings Inc. | 0.12% | Reduce -0.8% | 3,857 | $2.3M |
| International Assets Investment Management, LLC | 0.18% | No change | 3,984 | $2.3M |
| Caprock Group, LLC | 0.06% | — | 3,830 | $2.3M |
| Woodmont Investment Counsel LLC | 0.15% | Reduce -8.3% | 3,793 | $2.3M |
| Revolve Wealth Partners, LLC | 0.27% | Add +0.2% | 3,785 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +1.2% | 3,753 | $2.2M |
| Intelligent Financial Strategies | 1.09% | No change | 3,743 | $2.2M |
| Venturi Wealth Management, LLC | 0.10% | No change | 3,749 | $2.2M |
| Clientfirst Wealth Management, LLC | 1.78% | No change | 3,741 | $2.2M |
| American Institute for Advanced Investment Management, LLP | 1.46% | Reduce -1.3% | 3,731 | $2.2M |
| Aster Capital Management (DIFC) Ltd | 1.12% | Reduce -16.2% | 3,727 | $2.2M |
| Park Capital Management, LLC / WI | 1.77% | No change | 3,708 | $2.2M |
| TD Private Client Wealth LLC | 0.05% | Reduce -12.2% | 3,699 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.71% | Reduce -0.5% | 3,680 | $2.2M |
| Investment Advisory Group, LLC | 0.60% | Add +6.6% | 3,671 | $2.2M |
| Lewis Asset Management, LLC | 0.90% | Add +14.8% | 3,663 | $2.2M |
| Finley Financial, LLC | 1.00% | Reduce -53.3% | 3,645 | $2.2M |
| Evoke Wealth, LLC | 0.05% | Add +5.3% | 3,635 | $2.2M |
| ZWJ Investment Counsel Inc. | 0.08% | Reduce -2.9% | 3,605 | $2.1M |
| NorthRock Partners, LLC | 0.04% | Reduce -13.7% | 3,599 | $2.1M |
| Trust Point Inc. | 0.17% | Reduce -0.3% | 3,584 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.49% | Reduce -0.5% | 3,578 | $2.1M |
| Old Second National Bank of Aurora | 0.44% | Reduce -1.0% | 3,571 | $2.1M |
| Blue Fin Capital, Inc. | 0.33% | Add +14.7% | 3,535 | $2.1M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -0.3% | 3,531 | $2.1M |
| Scotia Capital Inc. | 0.01% | Reduce -3.1% | 3,518 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Reduce -3.4% | 3,518 | $2.1M |
| Red Door Wealth Management, LLC | 0.22% | Reduce -3.0% | 3,508 | $2.1M |
| Moloney Securities Asset Management, LLC | 0.25% | Reduce -4.4% | 3,505 | $2.1M |
| Rothschild Wealth LLC | 0.45% | Reduce -1.1% | 3,479 | $2.1M |
| Gsa Capital Partners LLP | 0.17% | Add +51.4% | 3,474 | $2.1M |
| Topsail Wealth Management, LLC | 0.35% | No change | 3,461 | $2.1M |
| Freestone Capital Holdings, LLC | 0.06% | Add +11.8% | 3,404 | $2.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +54.8% | 3,307 | $2.0M |
| CWS Financial Advisors, LLC | 0.55% | Reduce -0.5% | 3,304 | $2.0M |
| ARS Investment Partners, LLC | 0.13% | Add +18.2% | 3,290 | $2.0M |
| Gould Asset Management LLC | 0.36% | Reduce -25.8% | 3,286 | $2.0M |
| Summit Wealth Partners, LLC | 0.35% | Reduce -1.2% | 3,232 | $1.9M |
| Aspiriant, LLC | 0.06% | No change | 3,221 | $1.9M |
| Houlihan Financial Resource Group, Ltd. | 1.68% | Reduce -54.0% | 3,207 | $1.9M |
| Meridian Financial Advisors, LLC | 1.07% | Reduce -1.8% | 3,186 | $1.9M |
| Golden State Wealth Management, LLC | 0.21% | Reduce -22.4% | 3,165 | $1.9M |
| Gridiron Partners, LLC | 1.07% | Add +9558.7% | 305,602 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Reduce -6.1% | 3,150 | $1.9M |
| GenTrust, LLC | 0.09% | Reduce -0.8% | 3,138 | $1.9M |
| Kelman-Lazarov, Inc. | 0.28% | Add +1.9% | 3,114 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -1.3% | 3,111 | $1.9M |
| Farrow Financial, Inc. | 1.07% | Reduce -0.6% | 3,095 | $1.8M |
| Harvest Investment Services, LLC | 0.37% | Reduce -2.3% | 3,086 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +14.5% | 3,081 | $1.8M |
| Alpha Wealth Funds, LLC | 1.48% | Reduce -18.2% | 3,028 | $1.8M |
| Tsfg, LLC | 0.28% | Reduce -8.6% | 2,960 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.37% | No change | 2,958 | $1.8M |
| Northwest Bancshares, Inc. | 0.29% | Reduce -9.2% | 2,956 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.67% | Add +0.2% | 2,939 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.12% | Reduce -0.1% | 2,927 | $1.7M |
| Regions Financial Corp. | 0.01% | No change | 2,900 | $1.7M |
| SlateStone Wealth, LLC | 0.15% | Reduce -3.4% | 2,885 | $1.7M |
| AlTi Global, Inc. | 0.04% | No change | 2,849 | $1.7M |
| Obermeyer Wealth Partners | 0.08% | Add +44.4% | 2,843 | $1.7M |
| Embree Financial Group | 0.23% | Reduce -9.2% | 2,821 | $1.7M |
| Fiducient Advisors LLC | 0.20% | Add +2.0% | 2,819 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 2,819 | $1.7M |
| Edge Financial Advisors LLC | 0.74% | Add +0.3% | 2,776 | $1.7M |
| Hardy Reed LLC | 0.12% | No change | 2,775 | $1.7M |
| Millstone Evans Group, LLC | 1.04% | No change | 2,757 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +4.1% | 2,754 | $1.6M |
| Harbor Advisory Corp. | 0.48% | No change | 2,743 | $1.6M |
| Pacific Point Advisors, LLC | 0.95% | No change | 2,742 | $1.6M |
| Coyle Financial Counsel LLC | 0.38% | Add +9.2% | 2,741 | $1.6M |
| Advus Financial Partners, LLC | 0.39% | Reduce -0.3% | 2,730 | $1.6M |
| SK Wealth Management, LLC | 0.61% | Add +0.3% | 2,731 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | Add +0.2% | 2,705 | $1.6M |
| XML Financial, LLC | 0.13% | Reduce -2.7% | 2,702 | $1.6M |
| Marble Harbor Investment Counsel, LLC | 0.17% | No change | 2,700 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -2.0% | 2,699 | $1.6M |
| Compass Wealth Management LLC | 0.36% | Reduce -2.5% | 2,691 | $1.6M |
| Compass Capital Corp. /Ma/ | 0.69% | No change | 2,671 | $1.6M |
| ARK & TLK Investments, LLC | 0.50% | No change | 2,665 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | Add +2.4% | 2,663 | $1.6M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -44.4% | 2,646 | $1.6M |
| Disciplined Investments, LLC | 0.63% | Add +0.2% | 2,638 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +33.5% | 2,637 | $1.6M |
| GEM Asset Management, LLC | 0.74% | No change | 2,622 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Reduce -0.2% | 2,612 | $1.6M |
| Mgo One Seven LLC | 0.04% | Add +15.5% | 2,604 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 2,600 | $1.5M |
| Semitam Bonam LLC | 1.38% | Reduce -1.1% | 2,588 | $1.5M |
| HSBC Holdings PLC | 0.00% | Reduce -69.2% | 2,588 | $1.5M |
| Deutsche Bank AG | 0.00% | No change | 2,565 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -16.7% | 2,556 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.6% | 2,549 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +0.3% | 2,547 | $1.5M |
| Element Wealth, LLC | 0.66% | Reduce -39.6% | 2,531 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -27.1% | 2,528 | $1.5M |
| Peterson Wealth Management | 1.04% | Reduce -27.2% | 2,517 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.16% | Add +0.0% | 2,505 | $1.5M |
| Olde Wealth Management, LLC | 0.46% | — | 2,500 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | No change | 2,474 | $1.5M |
| Zions Bancorporation, National Association | 0.07% | No change | 2,474 | $1.5M |
| Equitable Trust Co. | 0.07% | No change | 2,470 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -1.6% | 2,468 | $1.5M |
| Triumph Capital Management | 0.40% | Add +33.8% | 2,465 | $1.5M |
| Zhang Financial LLC | 0.06% | No change | 2,451 | $1.5M |
| Accredited Investors Inc. | 0.08% | Add +56.0% | 2,443 | $1.5M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -2.3% | 2,415 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | No change | 2,403 | $1.4M |
| Montecito Bank & Trust | 0.22% | — | 2,400 | $1.4M |
| GM Advisory Group, LLC | 0.06% | Reduce -0.4% | 2,400 | $1.4M |
| Saxon Interests, Inc. | 0.56% | Add +89.1% | 2,388 | $1.4M |
| Virtue Asset Management LLC | 1.19% | — | 2,373 | $1.4M |
| Middleton & Co. Inc. | 0.15% | No change | 2,373 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -2.3% | 2,361 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.50% | Reduce -2.1% | 2,357 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +99.1% | 2,335 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.31% | Reduce -27.7% | 2,296 | $1.4M |
| Choate Investment Advisors | 0.03% | Reduce -3.3% | 2,289 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +0.6% | 2,285 | $1.4M |
| AlphaStar Capital Management, LLC | 0.12% | Reduce -0.0% | 2,282 | $1.4M |
| American Capital Advisory, LLC | 0.63% | Add +0.3% | 2,274 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.1% | 2,267 | $1.4M |
| Allred Capital Management, LLC | 0.47% | No change | 2,263 | $1.3M |
| GAMMA Investing LLC | 0.07% | No change | 2,254 | $1.3M |
| Tompkins Financial Corp. | 0.11% | No change | 2,241 | $1.3M |
| GW&K Investment Management, LLC | 0.01% | Add +114.0% | 2,223 | $1.3M |
| Kennebec Savings Bank | 1.20% | No change | 2,210 | $1.3M |
| Sunflower Bank, N.A. | 0.32% | Reduce -5.5% | 2,206 | $1.3M |
| Acorn Wealth Advisors, LLC | 0.41% | Add +33.3% | 2,197 | $1.3M |
| Signal Tree Financial Partners LLC | 1.04% | Reduce -0.2% | 2,189 | $1.3M |
| SVB Wealth LLC | 0.07% | Reduce -6.8% | 2,183 | $1.3M |
| Gryphon Financial Partners LLC | 0.15% | Reduce -3.0% | 2,136 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -0.6% | 2,136 | $1.3M |
| Plancorp, LLC | 0.04% | Reduce -1.6% | 2,129 | $1.3M |
| TCTC Holdings, LLC | 0.04% | Reduce -20.8% | 2,127 | $1.3M |
| Sentinel Trust Co. Lba | 0.13% | Reduce -63.3% | 2,125 | $1.3M |
| SOL Capital Management CO | 0.11% | No change | 2,125 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.33% | Reduce -95.9% | 2,111 | $1.3M |
| TruWealth Advisors, LLC | 0.06% | No change | 2,101 | $1.3M |
| Emprise Bank | 0.54% | No change | 2,096 | $1.2M |
| L & S Advisors Inc | 0.13% | Add +67.9% | 2,095 | $1.2M |
| Capital Investment Counsel, LLC | 0.18% | Add +26.6% | 2,095 | $1.2M |
| Bank of Hawaii | 0.06% | No change | 2,087 | $1.2M |
| WJ Financial Advisors LLC | 1.21% | — | 2,086 | $1.2M |
| Wealth Watch Advisors, INC | 0.51% | Add +5.3% | 2,085 | $1.2M |
| Astoria Portfolio Advisors LLC. | 0.32% | No change | 2,051 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Add +0.3% | 2,067 | $1.2M |
| Sunbeam Capital Management, LLC | 0.76% | Reduce -11.1% | 2,063 | $1.2M |
| Frisch Financial Group, Inc. | 0.29% | Add +0.3% | 2,056 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | Reduce -35.6% | 2,055 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -0.9% | 2,053 | $1.2M |
| Walleye Trading LLC | 0.02% | New | 2,039 | $1.2M |
| Bill Few Associates, Inc. | 0.31% | Add +1.4% | 2,030 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.09% | Reduce -14.6% | 2,026 | $1.2M |
| Bear Mountain Capital, Inc. | 0.40% | No change | 2,019 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 2,004 | $1.2M |
| High Falls Advisors, Inc | 0.25% | No change | 2,002 | $1.2M |
| Capital Planning Advisors, LLC | 0.16% | No change | 2,000 | $1.2M |
| NewEdge Wealth, LLC | 0.02% | Add +190.8% | 2,012 | $1.2M |
| FF Advisors,LLC | 0.57% | No change | 1,993 | $1.2M |
| Avantax Planning Partners, Inc. | 0.03% | Add +26.9% | 1,993 | $1.2M |
| NCM Capital Management, LLC | 0.46% | No change | 1,988 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +6.1% | 1,982 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.19% | Reduce -5.4% | 1,973 | $1.2M |
| Journey Advisory Group, LLC | 0.09% | No change | 1,972 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.1% | 1,971 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -44.9% | 1,962 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -8.1% | 1,960 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -0.1% | 1,955 | $1.2M |
| Glaxis Capital Management, LLC | 1.93% | Reduce -44.3% | 1,950 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +7.1% | 1,943 | $1.2M |
| Burling Wealth Partners, LLC | 0.19% | Reduce -1.8% | 1,944 | $1.2M |
| Runnymede Capital Advisors, Inc. | 0.95% | Reduce -1.3% | 1,937 | $1.2M |
| White Pine Capital LLC | 0.33% | Reduce -0.2% | 1,931 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -0.7% | 1,928 | $1.1M |
| Brighton Jones LLC | 0.03% | Reduce -0.1% | 1,925 | $1.1M |
| Founders Financial Securities LLC | 0.08% | Reduce -6.2% | 1,925 | $1.1M |
| Lyell Wealth Management, LP | 0.09% | Reduce -0.3% | 1,924 | $1.1M |
| Taylor Financial Group, Inc. | 0.66% | Reduce -0.7% | 1,915 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.03% | No change | 1,894 | $1.1M |
| Maltin Wealth Management, Inc. | 0.47% | Add +0.2% | 1,892 | $1.1M |
| Horizon Investments, LLC | 0.01% | Reduce -4.2% | 1,890 | $1.1M |
| Private Wealth Group, LLC | 0.56% | No change | 1,887 | $1.1M |
| Forza Wealth Management, LLC | 0.43% | No change | 1,876 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $1.1M |
| Renaissance Investment Group LLC | 0.22% | Reduce -18.2% | 1,860 | $1.1M |
| SkyView Investment Advisors, LLC | 0.14% | Add +15.6% | 1,850 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | No change | 1,849 | $1.1M |
| Howe & Rusling Inc. | 0.08% | Reduce -0.2% | 1,840 | $1.1M |
| OneAscent Financial Services LLC | 0.07% | Add +11.0% | 1,828 | $1.1M |
| Fiera Capital Corp | 0.00% | Add +6.0% | 1,828 | $1.1M |
| Sunpointe, LLC | 0.39% | Add +3.1% | 1,817 | $1.1M |
| Cadence Bank | 0.07% | No change | 1,818 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | No change | 1,910 | $1.1M |
| Glassman Wealth Services | 0.15% | Reduce -2.7% | 1,808 | $1.1M |
| Gator Capital Management, LLC | 0.28% | Add +11.3% | 1,807 | $1.1M |
| Manchester Capital Management LLC | 0.15% | Reduce -13.4% | 1,799 | $1.1M |
| E&G Advisors, LLC | 0.25% | Add +0.6% | 1,794 | $1.1M |
| Capital Advantage, Inc. | 0.16% | No change | 1,792 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.18% | No change | 1,790 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -6.4% | 1,777 | $1.1M |
| Sfm, LLC | 0.61% | Reduce -3.2% | 1,767 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +0.1% | 1,759 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Add +66.3% | 1,756 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -6.2% | 1,750 | $1.0M |
| Long Road Investment Counsel, LLC | 0.37% | No change | 1,750 | $1.0M |
| Pacific Financial Group Inc. | 0.77% | Add +1.3% | 1,741 | $1.0M |
| Lynch & Associates | 0.20% | No change | 1,740 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.23% | Add +5.7% | 1,735 | $1.0M |
| VeraBank, N.A. | 0.19% | Add +28.8% | 1,737 | $1.0M |
| Moment Partners, LLC | 0.18% | Add +48.0% | 1,728 | $1.0M |
| Credit Agricole S A | 0.00% | — | 1,725 | $1.0M |
| Compound Planning, Inc. | 0.03% | Add +0.8% | 1,721 | $1.0M |
| Paragon Capital Management Ltd | 0.19% | No change | 1,700 | $1.0M |
| Berger Financial Group, Inc | 0.06% | No change | 1,700 | $1.0M |
| First Financial Corp. | 0.39% | New | 1,691 | $1.0M |
| Fiduciary Wealth Partners, LLC | 0.42% | Add +0.0% | 1,674 | $998K |
| Darrow Company, Inc. | 0.46% | Reduce -2.7% | 1,683 | $996K |
| Legacy Private Trust Co. | 0.06% | No change | 1,665 | $992K |
| Jordan Park Group LLC | 0.06% | No change | 1,664 | $992K |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -8.1% | 1,658 | $988K |
| ORBA Wealth Advisors, L.L.C. | 0.81% | Reduce -2.0% | 1,654 | $986K |
| Old North State Trust, LLC | 0.60% | Add +3.2% | 1,652 | $985K |
| Orgel Wealth Management, LLC | 0.02% | Add +0.1% | 1,635 | $975K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,627 | $970K |
| Vaughan David Investments LLC | 0.02% | Add +21.0% | 1,626 | $969K |
| Providence First Trust Co | 0.33% | Add +3.3% | 1,617 | $964K |
| Braun Stacey Associates Inc. | 0.03% | Reduce -5.9% | 1,617 | $964K |
| Congress Asset Management Co. | 0.01% | Add +19.0% | 1,614 | $962K |
| Greystone Financial Group, LLC | 0.15% | Add +0.2% | 1,608 | $958K |
| RTD Financial Advisors, Inc. | 0.12% | Add +2.9% | 1,605 | $957K |
| Beacon Financial Advisory LLC | 0.22% | Add +0.3% | 1,601 | $954K |
| Sig Brokerage, LP | 0.24% | No change | 1,600 | $954K |
| InTrack Investment Management Inc | 0.57% | Reduce -9.8% | 1,599 | $953K |
| Rockland Trust Co. | 0.04% | Reduce -0.3% | 1,597 | $952K |
| Almanack Investment Partners, LLC. | 0.15% | Add +97.9% | 1,581 | $942K |
| Simplicity Wealth,LLC | 0.05% | Reduce -27.3% | 1,573 | $938K |
| Sachetta, LLC | 0.34% | Reduce -5.1% | 1,547 | $922K |
| M3 Advisory Group, LLC | 0.57% | Add +2.9% | 1,540 | $918K |
| Up Strategic Wealth Investment Advisors LLC | 0.69% | No change | 1,537 | $914K |
| IFP Advisors, Inc | 0.02% | Add +15.6% | 1,531 | $913K |
| Wood Tarver Financial Group, LLC | 0.27% | Reduce -11.1% | 1,527 | $910K |
| Moors & Cabot, Inc. | 0.04% | Reduce -9.3% | 1,526 | $910K |
| Prosperity Planning, Inc. | 0.34% | Reduce -5.9% | 1,521 | $907K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -8.1% | 1,520 | $906K |
| Clarendon Private LLC | 0.82% | Add +0.3% | 1,518 | $905K |
| Gen-Wealth Partners Inc | 0.30% | No change | 1,513 | $902K |
| American Money Management, LLC | 0.15% | Reduce -0.8% | 1,513 | $902K |
| Warner Financial, Inc. | 0.33% | Add +0.1% | 1,503 | $896K |
| Retirement Capital Strategies | 0.34% | No change | 1,502 | $895K |
| Elevation Wealth Partners, LLC | 0.32% | Reduce -5.4% | 1,497 | $892K |
| Vista Investment Management | 0.31% | Add +0.1% | 1,494 | $890K |
| General Partner, Inc. | 0.49% | No change | 1,484 | $885K |
| First City Capital Management, Inc. | 0.48% | Add +3.8% | 1,482 | $883K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.9% | 1,481 | $883K |
| Pettinga Financial Advisors LLC | 0.17% | Reduce -5.4% | 1,477 | $880K |
| Dentgroup LLC | 0.57% | Add +97.8% | 1,472 | $877K |
| Rialto Wealth Management, LLC | 0.23% | No change | 1,471 | $877K |
| Roberts Glore & Co. Inc. | 0.24% | No change | 1,471 | $877K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +1.8% | 1,465 | $873K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -10.2% | 1,457 | $871K |
| AE Wealth Management LLC | 0.01% | Add +12.8% | 1,459 | $870K |
| Arkadios Wealth Advisors | 0.02% | Add +4.0% | 1,458 | $869K |
| Rothschild Capital Partners, LLC | 0.20% | Add +0.3% | 1,453 | $866K |
| Petix & Botte Co | 0.20% | No change | 1,450 | $864K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 1,449 | $863K |
| BigSur Wealth Management LLC | 0.21% | No change | 1,440 | $861K |
| LCNB Corp. | 0.30% | Reduce -12.2% | 1,440 | $858K |
| Appleton Partners Inc. | 0.06% | No change | 1,440 | $858K |
| Carrera Capital Advisors | 0.15% | Reduce -4.6% | 1,432 | $856K |
| Panoramic Capital Partners, LLC | 0.55% | Add +0.1% | 1,429 | $852K |
| Samalin Investment Counsel, LLC | 0.29% | Add +0.8% | 1,427 | $851K |
| Clarius Group, LLC | 0.05% | No change | 1,426 | $850K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -13.9% | 1,419 | $846K |
| MontVue Capital Management, Inc. | 0.57% | Reduce -0.1% | 1,417 | $845K |
| Omega Financial Group, LLC | 0.28% | Reduce -8.7% | 1,413 | $842K |
| Bridgewater Advisors Inc. | 0.06% | No change | 1,435 | $841K |
| Quadrant Private Wealth Management, LLC | 0.15% | Add +0.9% | 1,403 | $838K |
| Leisure Capital Management | 0.29% | No change | 1,405 | $837K |
| Towne Trust Company, N.A | 0.27% | Reduce -0.7% | 1,404 | $837K |
| Lam Group, Inc. | 0.52% | No change | 1,400 | $834K |
| HM Payson & Co. | 0.01% | Add +13.5% | 1,394 | $831K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.0% | 1,393 | $830K |
| Sawgrass Asset Management LLC | 0.10% | No change | 1,393 | $830K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.1% | 1,393 | $830K |
| Andrews, Lucia Wealth Management LLC | 0.50% | Add +0.1% | 1,382 | $824K |
| Fca Corp. | 0.23% | No change | 1,380 | $823K |
| BankPlus Trust Department | 0.22% | Reduce -2.4% | 1,380 | $823K |
| M. Kraus & Co | 0.23% | No change | 1,375 | $820K |
| Tennessee Valley Asset Management Partners | 0.11% | No change | 1,371 | $817K |
| United Community Bank | 0.25% | Add +79.0% | 1,371 | $817K |
| McGuire Investment Group, LLC | 0.09% | No change | 1,371 | $817K |
| Harmony Asset Management LLC | 0.28% | No change | 1,369 | $816K |
| Ashford Advisors, LLC | 0.18% | New | 1,361 | $813K |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -0.4% | 1,364 | $813K |
| CSS LLC | 0.14% | New | 1,360 | $811K |
| Smithfield Trust Co | 0.04% | Add +11.5% | 1,359 | $810K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.2% | 1,332 | $794K |
| Viawealth, LLC | 0.43% | No change | 1,325 | $790K |
| Hohimer Wealth Management, LLC | 0.11% | No change | 1,316 | $784K |
| Fortress Private Ledger, LLC | 0.28% | Reduce -7.0% | 1,305 | $778K |
| Schrum Private Wealth Management LLC | 0.57% | No change | 1,298 | $774K |
| Holistic Financial Partners | 0.31% | Reduce -1.2% | 1,288 | $768K |
| Fiduciary Alliance LLC | 0.05% | Add +2.3% | 1,287 | $767K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -24.3% | 1,285 | $766K |
| One Capital Management, LLC | 0.02% | Reduce -4.3% | 1,281 | $764K |
| Park National Corp. | 0.02% | Reduce -0.2% | 1,279 | $762K |
| CCG Wealth Management, LLC | 0.36% | No change | 1,272 | $758K |
| WealthPLAN Partners, LLC | 0.11% | Reduce -2.8% | 1,271 | $758K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 1,268 | $756K |
| TruNorth Capital Management, LLC | 0.15% | Reduce -9.2% | 1,265 | $754K |
| Sentinel Wealth Management, Inc. | 0.65% | No change | 1,260 | $753K |
| Cascade Financial Partners, LLC | 0.09% | No change | 1,263 | $753K |
| DAVENPORT & Co LLC | 0.00% | No change | 1,261 | $752K |
| Peterson Wealth Services | 0.19% | Reduce -58.3% | 525 | $751K |
| Miramar Capital, LLC | 0.17% | Add +0.3% | 1,252 | $746K |
| Single Point Partners, LLC | 0.15% | No change | 1,248 | $744K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -2.7% | 1,246 | $742K |
| STAR Financial Bank | 0.44% | Reduce -0.5% | 1,245 | $742K |
| Benjamin Edwards Inc. | 0.01% | Add +82.5% | 1,245 | $742K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $741K |
| Nicolet Bankshares Inc. | 0.12% | Reduce -0.1% | 1,241 | $740K |
| Blue Barn Wealth, LLC | 0.32% | Reduce -2.9% | 1,239 | $739K |
| Peak Planning Group, LLC | 0.38% | Reduce -1.6% | 1,238 | $738K |
| Pasadena Private Wealth, LLC | 0.11% | No change | 1,237 | $737K |
| Nicollet Investment Management, Inc. | 0.24% | Reduce -0.9% | 1,234 | $736K |
| Urban Financial Advisory Corp | 0.34% | Add +0.3% | 1,233 | $735K |
| FCG Investment Co | 0.34% | Add +3.0% | 1,226 | $731K |
| CGN Advisors LLC | 0.06% | No change | 1,225 | $730K |
| Kaydan Wealth Management, Inc. | 0.21% | No change | 1,220 | $727K |
| Arthur M. Cohen & Associates, LLC | 0.12% | Reduce -38.6% | 1,220 | $727K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.3% | 1,214 | $723K |
| Blue Zone Wealth Advisors, LLC | 0.14% | New | 1,213 | $723K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.2% | 1,213 | $723K |
| Trust Co. of Vermont | 0.03% | No change | 1,200 | $715K |
| Brightwater Advisory LLC | 0.49% | No change | 1,198 | $714K |
| Sage Mountain Advisors LLC | 0.04% | No change | 1,190 | $709K |
| Mission Wealth Management, LP | 0.01% | Add +2.7% | 1,185 | $706K |
| Stone Summit Wealth LLC | 0.20% | Reduce -28.9% | 1,183 | $705K |
| Aerodigm Wealth, LLC | 0.30% | Add +134.2% | 1,178 | $704K |
| Truepoint, Inc. | 0.02% | Add +34.3% | 1,176 | $701K |
| River Wealth Advisors LLC | 0.08% | No change | 1,173 | $699K |
| Opulen Financial Group LLC | 0.53% | Add +0.4% | 1,167 | $695K |
| Pacific Sun Financial Corp | 0.34% | Reduce -0.1% | 1,164 | $694K |
| Venture Visionary Partners LLC | 0.02% | Reduce -15.6% | 1,162 | $693K |
| Stanich Group LLC | 0.42% | Reduce -1.1% | 1,160 | $692K |
| VestGen Advisors, LLC | 0.02% | New | 1,155 | $688K |
| Round Rock Advisors LLC | 0.11% | Reduce -7.1% | 1,153 | $687K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -1.1% | 1,152 | $687K |
| North Star Asset Management Inc. | 0.03% | Add +52.0% | 1,151 | $686K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $679K |
| Nemes Rush Group LLC | 0.07% | Reduce -0.3% | 1,138 | $678K |
| Jacksonville Wealth Management, LLC | 0.50% | Reduce -0.1% | 1,136 | $677K |
| Bell Bank | 0.03% | No change | 1,135 | $676K |
| New Hampshire Trust | 0.13% | No change | 1,134 | $676K |
| Kanawha Capital Management LLC | 0.05% | Reduce -2.6% | 1,124 | $670K |
| City National Bank of Florida | 0.44% | Reduce -9.8% | 1,119 | $667K |
| BSW Wealth Partners | 0.08% | No change | 1,111 | $662K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.0% | 1,111 | $662K |
| Marion Wealth Management | 0.16% | Add +0.3% | 1,108 | $661K |
| Summit Asset Management, LLC | 0.10% | No change | 1,108 | $660K |
| BLB&B Advisors, LLC | 0.03% | No change | 1,107 | $660K |
| Cypress Capital, LLC | 0.19% | Add +1.8% | 1,106 | $659K |
| Nwam LLC | 0.04% | Reduce -2.0% | 1,104 | $658K |
| Sax Wealth Advisors, LLC | 0.04% | Add +67.4% | 1,100 | $656K |
| Western Wealth Management, LLC | 0.03% | Reduce -6.5% | 1,100 | $656K |
| Howland Capital Management LLC | 0.02% | Reduce -27.4% | 1,087 | $650K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -20.4% | 1,089 | $649K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -21.3% | 1,085 | $647K |
| Fagan Associates, Inc. | 0.09% | No change | 1,077 | $642K |
| CX Institutional | 0.02% | Add +66.8% | 1,076 | $641K |
| McIlrath & Eck, LLC | 0.07% | Reduce -1.8% | 1,075 | $641K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +7.4% | 1,074 | $640K |
| Certified Advisory Corp | 0.06% | Add +0.7% | 1,069 | $637K |
| River Street Advisors LLC | 0.25% | Reduce -2.0% | 1,069 | $637K |
| Mairs & Power Inc. | 0.01% | Add +23.0% | 1,064 | $634K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 1,064 | $634K |
| Mirador Capital Partners LP | 0.09% | Reduce -1.7% | 1,061 | $633K |
| First Western Trust Bank | 0.03% | No change | 1,055 | $629K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +26.3% | 1,047 | $624K |
| WBH Advisory Inc. | 0.05% | No change | 1,045 | $623K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +18.5% | 1,043 | $622K |
| Wealth Alliance, LLC | 0.06% | Add +56.4% | 1,040 | $620K |
| First National Trust Co | 0.02% | No change | 1,039 | $619K |
| Apella Capital, LLC | 0.01% | Add +0.2% | 1,052 | $618K |
| Rise Advisors, LLC | 0.22% | Add +22.3% | 1,035 | $617K |
| WorthPointe, LLC | 0.23% | No change | 1,032 | $615K |
| Members Trust Co | 0.02% | No change | 1,030 | $614K |
| United Bank | 0.07% | No change | 1,025 | $611K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $610K |
| QRG Capital Management, Inc. | 0.01% | Reduce -30.0% | 1,020 | $608K |
| Mutual Advisors, LLC | 0.01% | Add +20.2% | 1,013 | $607K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.1% | 1,016 | $606K |
| Capital Investment Advisors, LLC | 0.01% | No change | 1,015 | $605K |
| Spire Wealth Management | 0.02% | Add +0.1% | 1,010 | $602K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $600K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -3.4% | 1,003 | $598K |
| Black Maple Capital Management LP | 0.43% | Reduce -66.7% | 1,000 | $596K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 1,000 | $596K |
| Sanders Morris Harris LLC | 0.08% | No change | 1,000 | $596K |
| Avalon Trust Co | 0.04% | No change | 1,000 | $596K |
| Tower View Wealth Management LLC | 0.31% | Reduce -21.1% | 997 | $594K |
| Silvia McColl Wealth Management, LLC | 0.40% | No change | 994 | $592K |
| Broadview Financial Management, LLC | 0.40% | Reduce -4.0% | 992 | $591K |
| Vishria Bird Financial Group, LLC | 0.12% | No change | 989 | $589K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 989 | $589K |
| Tanager Wealth Management LLP | 0.06% | No change | 988 | $589K |
| Pollock Investment Advisors, LLC | 0.46% | No change | 985 | $587K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Add +0.1% | 981 | $587K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.4% | 983 | $586K |
| Blackston Financial Advisory Group, LLC | 0.35% | Reduce -21.6% | 981 | $585K |
| Titleist Asset Management, LLC | 0.05% | Add +3.7% | 978 | $583K |
| FWG Holdings, LLC | 0.25% | No change | 977 | $582K |
| Leo Wealth, LLC | 0.08% | Reduce -0.2% | 973 | $580K |
| GC Wealth Management RIA, LLC | 0.02% | Add +1.7% | 970 | $578K |
| Maren Capital LLC | 0.03% | No change | 964 | $575K |
| Genesis Wealth Advisors, LLC | 0.40% | Reduce -4.0% | 961 | $573K |
| Future Fund LLC | 0.20% | No change | 961 | $573K |
| Apeiron RIA LLC | 0.13% | Add +5.5% | 967 | $569K |
| Strategic Advisors LLC | 0.09% | Reduce -4.7% | 942 | $561K |
| Seelaus Asset Management LLC | 0.45% | Reduce -16.1% | 939 | $560K |
| Eagle Strategies LLC | 0.07% | Add +0.1% | 932 | $555K |
| HCR Wealth Advisors | 0.06% | Reduce -13.9% | 926 | $554K |
| Lee Danner & Bass Inc. | 0.04% | No change | 925 | $551K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 925 | $551K |
| JNBA Financial Advisors | 0.05% | Reduce -1.0% | 924 | $551K |
| J.Safra Asset Management Corp | 0.03% | New | 923 | $550K |
| SevenBridge Financial Group, LLC | 0.09% | No change | 917 | $549K |
| MRWM Advisors, LLC | 0.31% | Add +0.8% | 920 | $548K |
| Trillium Asset Management, LLC | 0.01% | No change | 920 | $548K |
| Connors Investor Services Inc. | 0.05% | No change | 915 | $545K |
| TradeLink Capital LLC | 4.22% | New | 910 | $542K |
| Flynn Zito Capital Management, LLC | 0.20% | Reduce -4.3% | 909 | $542K |
| First PREMIER Bank | 0.12% | No change | 902 | $538K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.24% | New | 901 | $537K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 899 | $536K |
| Blue Trust, Inc. | 0.01% | Reduce -3.1% | 897 | $535K |
| Advisors Capital Management, LLC | 0.01% | Reduce -10.0% | 897 | $535K |
| Citadel Advisors | 0.00% | Reduce -59.5% | 896 | $534K |
| Creekside Partners | 0.24% | Add +0.1% | 895 | $534K |
| Eagle Global Advisors LLC | 0.02% | Reduce -1.1% | 895 | $533K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Reduce -2.1% | 887 | $532K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.1% | 894 | $532K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -0.7% | 891 | $531K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -1.0% | 891 | $531K |
| Glenview Trust Co | 0.01% | Add +0.3% | 890 | $530K |
| First Business Financial Services, Inc. | 0.05% | No change | 887 | $529K |
| Canal Capital Management, LLC | 0.08% | Reduce -2.1% | 886 | $528K |
| Forum Financial Management, LP | 0.01% | No change | 885 | $528K |
| StoneX Group Inc. | 0.02% | Reduce -10.3% | 880 | $526K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 878 | $523K |
| Rovin Capital /Ut/ | 0.14% | No change | 873 | $520K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 872 | $520K |
| Evernest Financial Advisors, LLC | 0.15% | No change | 871 | $519K |
| Huntleigh Advisors, Inc. | 0.09% | New | 870 | $519K |
| Naviter Wealth, LLC | 0.06% | No change | 866 | $518K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Add +20.9% | 867 | $517K |
| Stablepoint Partners, LLC | 0.08% | Add +1.1% | 864 | $515K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.1% | 856 | $510K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -8.3% | 856 | $510K |
| Rockline Wealth Management, LLC | 0.11% | No change | 855 | $510K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 852 | $508K |
| Montis Financial, LLC | 0.12% | Reduce -0.8% | 850 | $506K |
| Ancora Advisors LLC | 0.01% | Add +0.1% | 850 | $506K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 849 | $506K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -3.9% | 847 | $505K |
| McCarthy & Cox | 0.12% | Reduce -2.3% | 847 | $505K |
| Principal Securities, Inc. | 0.01% | Reduce -1.5% | 841 | $501K |
| Missouri Trust & Investment Co | 0.15% | No change | 841 | $501K |
| Platform Technology Partners | 0.12% | No change | 841 | $501K |
| Abound Financial, LLC | 0.20% | No change | 839 | $500K |
| Apollon Financial, LLC | 0.08% | Add +1.1% | 838 | $500K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 835 | $499K |
| Harbour Investment Management LLC | 0.22% | No change | 833 | $498K |
| Toth Financial Advisory Corp. | 0.05% | Add +11.4% | 813 | $485K |
| Optimum Investment Advisors | 0.19% | Reduce -3.6% | 810 | $483K |
| Parcion Private Wealth LLC | 0.03% | No change | 810 | $483K |
| HUB Investment Partners, LLC | 0.02% | Reduce -27.1% | 806 | $480K |
| Coordinated Financial Services, Inc. | 0.31% | Add +26.9% | 806 | $480K |
| Impact Capital Partners LLC | 0.14% | New | 803 | $479K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.8% | 791 | $478K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -84.0% | 800 | $477K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $477K |
| Cohen Klingenstein LLC | 0.01% | No change | 800 | $477K |
| Roof Eidam Maycock Peralta, LLC | 0.12% | No change | 798 | $476K |
| Invenomic Capital Management LP | 0.02% | No change | 797 | $475K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -1.5% | 792 | $472K |
| Orleans Capital Management Corp. | 0.30% | No change | 791 | $471K |
| Finivi Inc. | 0.30% | Add +4.8% | 791 | $471K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 788 | $470K |
| Institute for Wealth Management, LLC. | 0.05% | Add +0.1% | 784 | $467K |
| Optivise Advisory Services LLC | 0.28% | Reduce -0.5% | 781 | $465K |
| D. Scott Neal, Inc. | 0.21% | No change | 780 | $465K |
| Summit Place Financial Advisors, LLC | 0.22% | No change | 780 | $465K |
| Objectivity Squared, LLC | 0.28% | Add +0.3% | 778 | $464K |
| Arrowroot Family Office, LLC | 0.18% | Reduce -0.3% | 768 | $458K |
| Trexquant Investment LP | 0.00% | Add +81.7% | 765 | $456K |
| Wealth Architects, LLC | 0.04% | No change | 763 | $455K |
| Redwood Park Advisors LLC | 0.34% | Reduce -6.0% | 759 | $452K |
| Maxele Advisors, LLC | 0.39% | No change | 758 | $452K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 755 | $451K |
| CoreCap Advisors, LLC | 0.02% | Add +38.6% | 754 | $449K |
| LS Investment Advisors, LLC | 0.06% | Reduce -5.6% | 753 | $449K |
| CRA Financial Services, LLC | 0.06% | Add +10.9% | 753 | $449K |
| Neumann Capital Management, LLC | 0.13% | No change | 750 | $447K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +1.9% | 747 | $447K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $446K |
| Tred Avon Family Wealth, LLC | 0.15% | — | 747 | $445K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 734 | $437K |
| Pioneer Trust Bank N A | 0.10% | Reduce -0.4% | 732 | $436K |
| Ardent Capital Management, Inc. | 0.18% | No change | 730 | $435K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -4.6% | 724 | $432K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -9.9% | 724 | $432K |
| PFG Investments, LLC | 0.02% | No change | 723 | $431K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.3% | 717 | $427K |
| Measured Risk Portfolios, Inc. | 0.46% | No change | 716 | $427K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 715 | $426K |
| Ellerson Group Inc. | 0.27% | Reduce -41.1% | 715 | $426K |
| Field & Main Bank | 0.13% | Add +0.1% | 714 | $426K |
| Aprio Wealth Management, LLC | 0.04% | Add +36.3% | 713 | $425K |
| Trail Ridge Investment Advisors, LLC | 0.19% | Add +14.5% | 710 | $423K |
| Prosperity Consulting Group, LLC | 0.02% | New | 708 | $422K |
| S.A. Mason LLC | 0.19% | No change | 706 | $421K |
| Founders Grove Wealth Partners, LLC | 0.10% | Reduce -9.6% | 704 | $420K |
| Hickory Point Bank & Trust | 0.31% | No change | 703 | $419K |
| Watershed Private Wealth LLC | 0.13% | Reduce -0.4% | 702 | $418K |
| Black Diamond Financial, LLC | 0.05% | No change | 702 | $418K |
| Brand Asset Management Group, Inc. | 0.12% | Add +1.6% | 701 | $418K |
| Aberdeen Wealth Management LLC | 0.26% | No change | 701 | $418K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -7.7% | 700 | $417K |
| Mathes Company, Inc. | 0.15% | No change | 700 | $417K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -2.4% | 699 | $417K |
| Retirement Planning Co of New England, Inc. | 0.17% | New | 698 | $416K |
| GTS Securities LLC | 0.02% | Reduce -50.8% | 690 | $411K |
| JDM Financial Group LLC | 0.17% | No change | 689 | $411K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 689 | $411K |
| Seascape Capital Management | 0.12% | Reduce -15.9% | 688 | $410K |
| Seven Mile Advisory | 0.07% | No change | 687 | $409K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 687 | $409K |
| Norden Group LLC | 0.04% | Reduce -2.1% | 686 | $409K |
| Steinberganna Wealth Management | 0.19% | — | 684 | $408K |
| Capital Advisors Inc. | 0.01% | No change | 683 | $407K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +1.2% | 681 | $406K |
| Moss Adams Wealth Advisors LLC | 0.03% | Add +13.0% | 679 | $406K |
| Betterment LLC | 0.00% | Add +4.3% | 678 | $404K |
| Carret Asset Management, LLC | 0.04% | No change | 675 | $402K |
| Orion Capital Management LLC | 0.14% | No change | 674 | $401K |
| Colonial Trust Co / SC | 0.05% | No change | 673 | $401K |
| Washington Trust Bank | 0.03% | Reduce -29.6% | 672 | $401K |
| Ayrshire Capital Management LLC | 0.18% | Reduce -13.0% | 667 | $398K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 662 | $395K |
| Bogart Wealth, LLC | 0.02% | No change | 660 | $393K |
| Bridges Investment Management Inc. | 0.01% | No change | 660 | $393K |
| Larson Financial Group LLC | 0.01% | Add +2.8% | 657 | $392K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -8.4% | 655 | $390K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $390K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $390K |
| Natixis | 0.00% | New | 654 | $390K |
| Ruggaard & Associates LLC | 0.14% | No change | 650 | $387K |
| Wilkins Investment Counsel Inc. | 0.05% | No change | 650 | $387K |
| Avity Investment Management Inc. | 0.03% | No change | 645 | $384K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $384K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 637 | $380K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 636 | $379K |
| Asset Planning Corporation | 0.18% | Add +0.2% | 636 | $379K |
| CM Wealth Advisors LLC | 0.10% | No change | 629 | $376K |
| Claro Advisors Inc. | 0.05% | No change | 630 | $376K |
| Asset Dedication, LLC | 0.02% | Reduce -4.8% | 622 | $371K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -24.1% | 622 | $371K |
| PGIM Custom Harvest LLC | 0.01% | Add +2.0% | 619 | $369K |
| Optima Capital LLC | 0.18% | No change | 617 | $369K |
| BlueSky Wealth Advisors, LLC | 0.05% | Add +25.4% | 618 | $368K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -53.3% | 614 | $366K |
| J. Team Financial, Inc. | 0.37% | — | 613 | $366K |
| Pandora Wealth, Inc. | 0.22% | No change | 613 | $365K |
| Shaker Investments LLC | 0.15% | Add +0.3% | 612 | $365K |
| ArborFi Advisors, LLC | 0.29% | Reduce -9.0% | 605 | $361K |
| Roehl & Yi Investment Advisors, LLC | 0.16% | No change | 603 | $359K |
| SPC Financial, Inc. | 0.03% | No change | 603 | $359K |
| Parallel Advisors, LLC | 0.01% | Reduce -5.5% | 600 | $358K |
| Summa Corp. | 0.16% | No change | 600 | $358K |
| TriaGen Wealth Management LLC | 0.09% | No change | 600 | $358K |
| SYM FINANCIAL Corp | 0.04% | No change | 600 | $358K |
| Scarborough Advisors, LLC | 0.06% | Reduce -0.5% | 600 | $357K |
| Sonora Investment Management Group, LLC | 0.03% | No change | 599 | $357K |
| Ledyard National Bank | 0.03% | Reduce -7.6% | 598 | $356K |
| Corsair Capital Management, L.P. | 0.06% | No change | 597 | $356K |
| Evolution Wealth Advisors, LLC | 0.05% | No change | 595 | $355K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 595 | $355K |
| Well Done, LLC | 0.06% | No change | 590 | $352K |
| Arcadia Investment Management Corp. | 0.05% | Add +9.3% | 590 | $352K |
| Berkeley, Inc | 0.11% | No change | 586 | $349K |
| Financial Council, LLC | 0.15% | No change | 585 | $349K |
| Strategic Blueprint, LLC | 0.02% | Add +7.4% | 581 | $347K |
| Cortland Associates Inc. | 0.04% | Add +6.6% | 580 | $346K |
| Members Wealth LLC | 0.22% | — | 578 | $345K |
| 49 Wealth Management, LLC | 0.03% | New | 579 | $345K |
| REDW Wealth LLC | 0.13% | Add +0.3% | 579 | $345K |
| XY Planning Network, Inc. | 0.12% | No change | 609 | $345K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 575 | $344K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 576 | $343K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -2.4% | 575 | $343K |
| Heritage Investment Group, Inc. | 0.05% | No change | 575 | $343K |
| Signet Financial Management, LLC | 0.04% | Add +19.0% | 571 | $341K |
| Northeast Planning Associates, Inc. / NH / | 0.29% | No change | 570 | $340K |
| Financial Counselors Inc. | 0.45% | No change | 570 | $340K |
| Wedmont Private Capital | 0.01% | Add +7.8% | 565 | $336K |
| Paragon Capital Management LLC | 0.16% | No change | 563 | $336K |
| Park Avenue Securities LLC | 0.00% | No change | 562 | $335K |
| NWF Advisory Services Inc. | 0.04% | No change | 562 | $335K |
| Meeder Advisory Services, Inc. | 0.02% | New | 562 | $335K |
| Pure Financial Advisors, LLC | 0.01% | No change | 559 | $333K |
| High Net Worth Advisory Group LLC | 0.08% | Reduce -0.5% | 556 | $331K |
| Progressive Investment Management Corp | 0.08% | Reduce -19.0% | 555 | $331K |
| Anchor Capital Advisors LLC | 0.01% | No change | 555 | $331K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 554 | $330K |
| LRI Investments, LLC | 0.03% | Add +14.3% | 553 | $329K |
| WP Advisors, LLC | 0.08% | Add +0.2% | 551 | $329K |
| Red Lighthouse Investment Management, LLC | 0.11% | No change | 550 | $328K |
| Heritage Trust Co | 0.03% | No change | 544 | $324K |
| TD Asset Management Inc | 0.00% | No change | 542 | $323K |
| Novare Capital Management LLC | 0.02% | No change | 541 | $322K |
| Empirical Asset Management, LLC | 0.09% | Add +1.7% | 540 | $322K |
| Councilor Wealth, LLC | 0.15% | Add +0.2% | 538 | $320K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 536 | $320K |
| AlphaCore Capital LLC | 0.01% | Reduce -3.6% | 536 | $319K |
| Evergreen Capital Management LLC | 0.01% | Add +0.2% | 534 | $319K |
| 2UniFi Bank | 0.16% | Reduce -1.7% | 532 | $317K |
| Visionary Wealth Advisors | 0.01% | Reduce -8.5% | 529 | $315K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 524 | $312K |
| Bangor Savings Bank | 0.03% | No change | 524 | $312K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 523 | $312K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +0.6% | 523 | $311K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $311K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 520 | $310K |
| Wealthcare Capital Management LLC | 0.03% | No change | 519 | $309K |
| JSF Financial, LLC | 0.07% | No change | 518 | $309K |
| Isthmus Partners, LLC | 0.04% | No change | 518 | $309K |
| Camden National Bank | 0.04% | No change | 516 | $308K |
| Libra Wealth LLC | 0.09% | No change | 515 | $307K |
| Avior Wealth Management, LLC | 0.01% | Add +14.5% | 513 | $306K |
| Thompson Davis & Co., Inc. | 0.19% | Reduce -2.3% | 511 | $305K |
| Granite Harbor Advisors, Inc. | 0.13% | No change | 510 | $304K |
| Kwmg, LLC | 0.03% | No change | 508 | $303K |
| Bar Harbor Wealth Management | 0.02% | No change | 504 | $300K |
| Guidance Point Advisors, LLC | 0.07% | Reduce -2.3% | 502 | $300K |
| Aspen Grove Capital, LLC | 0.05% | Add +32.9% | 501 | $300K |
| MBL Wealth, LLC | 0.03% | No change | 500 | $298K |
| Burney Co./ | 0.01% | Add +1.0% | 497 | $296K |
| Apexium Financial, LP | 0.01% | No change | 496 | $296K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.8% | 494 | $295K |
| Essex Bank | 0.07% | No change | 487 | $290K |
| Keel Point, LLC | 0.02% | Add +0.4% | 485 | $289K |
| Cypress Wealth Services, LLC | 0.05% | No change | 485 | $289K |
| Bfsg, LLC | 0.03% | No change | 485 | $289K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 484 | $288K |
| Tranquility Partners, LLC | 0.10% | No change | 483 | $288K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.0% | 480 | $286K |
| Lifestyle Asset Management, Inc. | 0.10% | Add +31.6% | 479 | $285K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 476 | $284K |
| Citizens Business Bank | 0.05% | No change | 475 | $283K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 475 | $283K |
| Hanson & Doremus Investment Management | 0.04% | No change | 475 | $283K |
| Index Fund Advisors, Inc. | 0.01% | Add +1.1% | 474 | $283K |
| Bedell Frazier Investment Counselling, LLC | 0.06% | No change | 473 | $282K |
| Empower Advisory Group, LLC | 0.00% | New | 472 | $281K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.5% | 470 | $280K |
| Lesa Sroufe & Co | 0.23% | No change | 470 | $280K |
| Lowery Thomas, LLC | 0.16% | Add +27.5% | 468 | $279K |
| PDS Planning, Inc | 0.02% | No change | 468 | $279K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $278K |
| WealthTrust Axiom LLC | 0.07% | No change | 466 | $278K |
| Bensler, LLC | 0.03% | No change | 465 | $277K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +49.8% | 463 | $277K |
| Root Financial Partners, LLC | 0.02% | No change | 465 | $277K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +22.8% | 463 | $277K |
| Aspen Investment Management Inc | 0.11% | No change | 463 | $276K |
| SouthState Bank Corp | 0.01% | Reduce -25.6% | 463 | $276K |
| Creative Financial Designs Inc. | 0.02% | Reduce -2.7% | 461 | $275K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $274K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 460 | $274K |
| Global Assets Advisory, LLC | 0.08% | New | 459 | $274K |
| Sapient Capital LLC | 0.00% | No change | 457 | $273K |
| Northstar Asset Management Inc. | 0.07% | New | 457 | $272K |
| Jennison Associates LLC | 0.00% | Reduce -25.2% | 457 | $272K |
| Westside Investment Management, Inc. | 0.04% | No change | 450 | $269K |
| American National Bank of Texas | 0.25% | — | 450 | $268K |
| Alkeme Wealth, LLC | 0.12% | No change | 450 | $268K |
| Gateway Wealth Partners, LLC | 0.04% | No change | 450 | $268K |
| Financial Partners Group, Inc | 0.03% | No change | 448 | $267K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.7% | 448 | $267K |
| Allegheny Financial Group | 0.05% | Add +8.3% | 446 | $266K |
| Ritholtz Wealth Management | 0.01% | Add +6.7% | 446 | $266K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 445 | $266K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | Reduce -11.9% | 445 | $265K |
| Integrity Alliance, Llc. | 0.01% | Add +22.6% | 445 | $265K |
| Aquire Wealth Advisors, LLC | 0.07% | Reduce -1.1% | 444 | $265K |
| Oder Investment Management, LLC | 0.19% | No change | 443 | $264K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 442 | $263K |
| Heritage Wealth Management, Inc. | 0.08% | Add +0.2% | 441 | $263K |
| Gladwyn Financial Advisors, Inc. | 0.19% | Add +2.1% | 437 | $261K |
| Signaturefd, LLC | 0.00% | No change | 436 | $260K |
| Fermata Advisors, LLC | 0.07% | Add +0.2% | 436 | $260K |
| Factor Wealth Management LTD | 0.06% | No change | 435 | $259K |
| Inscription Capital, LLC | 0.03% | No change | 433 | $258K |
| First Pacific Financial | 0.04% | Add +0.2% | 432 | $258K |
| William Mack & Associates, Inc. | 0.14% | No change | 431 | $257K |
| Legacy Trust | 0.05% | Reduce -20.3% | 431 | $257K |
| Flagship Private Wealth, LLC | 0.10% | No change | 430 | $256K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $256K |
| CapWealth Advisors, LLC | 0.02% | Reduce -8.9% | 429 | $256K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -35.6% | 428 | $255K |
| Broadway Wealth Solutions, Inc. | 0.14% | No change | 427 | $255K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 426 | $254K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 445 | $253K |
| Unified Investment Management | 0.25% | No change | 425 | $253K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $253K |
| Investment Partners, LTD. | 0.09% | Add +10.7% | 424 | $253K |
| Symphony Financial, Ltd. Co. | 0.03% | No change | 426 | $252K |
| Excalibur Management Corp. | 0.09% | Reduce -5.6% | 422 | $252K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -22.0% | 422 | $252K |
| Cynosure Group, LLC | 0.03% | No change | 421 | $251K |
| TCV Trust & Wealth Management, Inc. | 0.02% | New | 420 | $250K |
| Mendel Money Management | 0.10% | Reduce -11.3% | 417 | $249K |
| FSM Wealth Advisors, LLC | 0.04% | No change | 416 | $248K |
| Financial Futures Ltd Liability Co. | 0.12% | Add +8.4% | 413 | $246K |
| BlueChip Wealth Advisors LLC | 0.11% | Add +14.4% | 413 | $246K |
| Trust Co | 0.03% | No change | 411 | $245K |
| National Bank of Canada | 0.00% | Add +21.2% | 411 | $245K |
| Sheets Smith Wealth Management | 0.03% | No change | 406 | $242K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -90.8% | 404 | $241K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $241K |
| Cadinha & Co. LLC | 0.03% | Reduce -13.0% | 403 | $240K |
| Hobart Private Capital, LLC | 0.05% | Add +12.6% | 402 | $240K |
| Counterweight Ventures, LLC | 0.14% | No change | 400 | $238K |
| Alpha Zero LLC | 0.14% | No change | 400 | $238K |
| Tableaux LLC | 0.10% | New | 400 | $238K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $238K |
| SkyOak Wealth, LLC | 0.04% | No change | 400 | $238K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $238K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $237K |
| Objective Capital Management, LLC | 0.24% | Add +0.3% | 396 | $236K |
| Magnus Financial Group LLC | 0.02% | No change | 396 | $236K |
| First American Trust, FSB | 0.02% | No change | 395 | $235K |
| First Commonwealth Financial Corp | 0.04% | New | 394 | $235K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.3% | 392 | $234K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $234K |
| Everhart Financial Group, Inc. | 0.02% | New | 390 | $233K |
| SteelPeak Wealth, LLC | 0.01% | No change | 387 | $231K |
| Accelerate Investment Advisors LLC | 0.16% | Add +0.3% | 387 | $230K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $229K |
| Debussy Capital Management LP | 0.03% | Reduce -11.7% | 385 | $229K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 381 | $229K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -20.7% | 383 | $228K |
| Shufro Rose & Co. LLC | 0.02% | No change | 426 | $227K |
| Foster Group, Inc. | 0.01% | New | 381 | $227K |
| Breakwater Investment Management | 0.08% | No change | 380 | $226K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -5.5% | 377 | $225K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -22.9% | 377 | $225K |
| One Charles Private Wealth Services, LLC | 0.06% | No change | 377 | $225K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 377 | $225K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 373 | $222K |
| Atwood & Palmer Inc. | 0.01% | No change | 373 | $222K |
| Stokes Family Office, LLC | 0.02% | No change | 372 | $222K |
| Northeast Investment Management | 0.01% | No change | 372 | $222K |
| Patten & Patten Inc. | 0.01% | No change | 370 | $221K |
| Jacobs & Co. | 0.02% | No change | 370 | $220K |
| Windsor Capital Management, LLC | 0.06% | Reduce -6.4% | 368 | $220K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -2.6% | 368 | $219K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 410 | $219K |
| Pursue Wealth Partners LLC | 0.12% | Reduce -8.8% | 365 | $218K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -42.8% | 365 | $218K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -20.9% | 364 | $217K |
| Mystic Asset Management, Inc. | 0.05% | No change | 364 | $217K |
| EWG Elevate Inc. | 0.07% | New | 363 | $216K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -21.7% | 361 | $215K |
| Lumbard & Kellner, LLC | 0.08% | No change | 360 | $215K |
| Stonekeep Investments, LLC | 0.14% | No change | 359 | $214K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -9.1% | 359 | $214K |
| Virtue Capital Management, LLC | 0.03% | New | 575 | $213K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $212K |
| American Capital Management Inc. | 0.01% | New | 353 | $210K |
| Kapstone Financial Advisors LLC | 0.10% | New | 352 | $210K |
| Dimension Capital Management LLC | 0.03% | New | 351 | $209K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $209K |
| Purkiss Capital Advisors LLC | 0.10% | New | 350 | $209K |
| Silverlake Wealth Management LLC | 0.05% | New | 349 | $208K |
| Great Waters Wealth Management | 0.02% | New | 348 | $208K |
| UNIVEST FINANCIAL Corp | 0.01% | Reduce -1.7% | 348 | $207K |
| Marino, Stram & Associates LLC | 0.04% | New | 348 | $207K |
| WealthShield Partners, LLC | 0.02% | Reduce -64.9% | 347 | $207K |
| First Interstate Bank | 0.01% | New | 346 | $206K |
| Meritage Portfolio Management | 0.01% | New | 346 | $206K |
| First Foundation Advisors | 0.01% | New | 345 | $206K |
| CNB Bank | 0.09% | No change | 344 | $205K |
| First Bank & Trust | 0.03% | New | 343 | $204K |
| Pachira Investments Inc. | 0.11% | Reduce -4.7% | 342 | $204K |
| Nordwand Advisors, LLC | 0.03% | No change | 342 | $204K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | New | 340 | $203K |
| Aldebaran Financial Inc. | 0.20% | New | 340 | $203K |
| Guild Investment Management, Inc. | 0.16% | New | 340 | $203K |
| Oarsman Capital, Inc. | 0.03% | New | 340 | $203K |
| Keystone Global Partners, LLC | 0.10% | Reduce -60.0% | 339 | $202K |
| Forbes J M & Co. LLP | 0.02% | New | 338 | $201K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | New | 336 | $200K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 335 | $200K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 332 | $198K |
| Mather Group, Llc. | 0.00% | New | 328 | $195K |
| Arax Advisory Partners | 0.00% | Add +21.8% | 307 | $183K |
| Darwin Wealth Management, LLC | 0.06% | No change | 304 | $182K |
| Quadrant Capital Group LLC | 0.01% | New | 303 | $181K |
| Mountain Hill Investment Partners Corp. | 0.16% | No change | 300 | $179K |
| Pingora Partners LLC | 0.12% | Reduce -14.3% | 300 | $179K |
| South Plains Financial, Inc. | 0.11% | No change | 298 | $178K |
| Key Financial Inc | 0.03% | No change | 296 | $177K |
| Noble Wealth Management PBC | 0.09% | — | 292 | $174K |
| Hoese & Co LLP | 0.13% | Reduce -27.5% | 290 | $173K |
| UMB Bank, n.a. | 0.00% | No change | 285 | $170K |
| Chilton Capital Management LLC | 0.01% | Add +1032.0% | 283 | $169K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.4% | 260 | $155K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $149K |
| Longview Financial Advisors LLC | 0.08% | No change | 244 | $145K |
| Maseco LLP | 0.01% | Add +0.4% | 242 | $144K |
| City Holding Co. | 0.02% | No change | 240 | $143K |
| Macquarie Group Ltd. | 0.00% | New | 234 | $139K |
| Dagco, Inc. | 0.03% | No change | 227 | $135K |
| Comprehensive Financial Planning, Inc. | 0.09% | No change | 210 | $125K |
| Assetmark, Inc. | 0.00% | Add +10.0% | 209 | $125K |
| Archer Investment Corp | 0.03% | Reduce -22.2% | 200 | $119K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 200 | $119K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.8% | 200 | $119K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $118K |
| Fairman Group, LLC | 0.09% | Reduce -30.5% | 189 | $113K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.5% | 189 | $112K |
| American National Bank & Trust | 0.01% | No change | 182 | $108K |
| Bernard Wealth Management Corp. | 0.05% | No change | 181 | $108K |
| Godsey & Gibb, Inc. | 0.01% | No change | 180 | $107K |
| Monetary Management Group Inc. | 0.02% | No change | 180 | $107K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -12.7% | 179 | $107K |
| Hollencrest Capital Management | 0.00% | Add +248.0% | 174 | $104K |
| Ameriflex Group, Inc. | 0.04% | Add +164.6% | 172 | $103K |
| Costello Asset Management, INC | 0.03% | No change | 172 | $103K |
| Citizens National Bank Trust Department | 0.02% | No change | 168 | $100K |
| Horizons Wealth Management | 0.07% | No change | 164 | $98K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $98K |
| Operose Advisors LLC | 0.02% | Reduce -50.5% | 163 | $97K |
| Lanark Financial, Inc. | 0.01% | No change | 157 | $94K |
| TD Capital Management LLC | 0.01% | No change | 156 | $93K |
| Accredited Wealth Management, LLC | 0.07% | Add +271.6% | 576 | $93K |
| TOWER TRUST & INVESTMENT Co | 0.06% | No change | 151 | $90K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $89K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 147 | $87K |
| FSA Wealth Management LLC | 0.03% | No change | 145 | $86K |
| Trust Co. of Toledo NA | 0.01% | No change | 145 | $86K |
| AllSquare Wealth Management LLC | 0.04% | No change | 143 | $85K |
| Richardson Capital Management LLC | 0.04% | No change | 142 | $85K |
| Pinney & Scofield, Inc. | 0.05% | No change | 134 | $80K |
| MilWealth Group LLC | 0.02% | No change | 132 | $79K |
| Rogco, LP | 0.03% | No change | 130 | $77K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 129 | $77K |
| Morgan Dempsey Capital Management LLC | 0.03% | No change | 125 | $75K |
| Hilltop National Bank | 0.02% | No change | 125 | $75K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $75K |
| Clean Yield Group | 0.02% | No change | 124 | $74K |
| Measured Wealth Private Client Group, LLC | 0.02% | New | 124 | $74K |
| Mma Asset Management LLC | 0.02% | New | 123 | $73K |
| Rothschild Investment LLC | 0.00% | No change | 121 | $72K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 116 | $69K |
| Canton Hathaway, LLC | 0.01% | No change | 115 | $69K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -13.7% | 113 | $67K |
| AdvisorNet Financial, Inc | 0.00% | No change | 110 | $66K |
| Innovative Advisory Group, LLC | 0.04% | No change | 110 | $66K |
| Texas Capital Bancshares Inc | 0.03% | New | 110 | $66K |
| Newton One Investments LLC | 0.02% | No change | 102 | $61K |
| Hantz Financial Services, Inc. | 0.00% | New | 100 | $60K |
| Toronto Dominion Bank | 0.00% | No change | 100 | $60K |
| Parvin Asset Management, LLC | 0.05% | No change | 100 | $60K |
| Security National Bank | 0.01% | No change | 100 | $60K |
| Tortoise Investment Management, LLC | 0.01% | No change | 100 | $60K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $60K |
| 1 North Wealth Services LLC | 0.02% | No change | 98 | $58K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -54.4% | 98 | $58K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -3.2% | 92 | $55K |
| First Community Trust NA | 0.04% | No change | 90 | $54K |
| Main Street Group, LTD | 0.02% | No change | 90 | $54K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 90 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Add +1.1% | 89 | $53K |
| GGM Financial LLC | 0.03% | New | 88 | $53K |
| Islay Capital Management, LLC | 0.03% | No change | 88 | $52K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $51K |
| Tripletail Wealth Management, LLC | 0.06% | New | 82 | $49K |
| Bollard Group LLC | 0.00% | No change | 80 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $47K |
| RMG Wealth Management LLC | 0.01% | No change | 78 | $46K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 70 | $42K |
| CoreFirst Bank & Trust | 0.02% | No change | 70 | $42K |
| St Germain D J Co. Inc. | 0.00% | New | 70 | $42K |
| Cloud Capital Management, LLC | 0.02% | New | 69 | $41K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -36.0% | 64 | $38K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +110.0% | 63 | $38K |
| Thompson Investment Management, Inc. | 0.00% | No change | 60 | $36K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $33K |
| Activest Wealth Management | 0.01% | Add +125.0% | 54 | $32K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $32K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 51 | $30K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $30K |
| Aviso Financial Inc. | 0.00% | No change | 50 | $30K |
| West Branch Capital LLC | 0.01% | No change | 50 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 50 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $30K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $30K |
| Concord Wealth Partners | 0.00% | No change | 47 | $28K |
| Alerus Financial NA | 0.00% | New | 47 | $28K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $26K |
| ORG Partners LLC | 0.00% | No change | 43 | $26K |
| Curio Wealth, LLC | 0.01% | No change | 41 | $24K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $21K |
| Clearstead Trust, LLC | 0.00% | No change | 32 | $19K |
| Capital Analysts, LLC | 0.00% | Reduce -35.6% | 29 | $18K |
| Abich Financial Wealth Management LLC | 0.01% | — | 30 | $18K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 30 | $18K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 28 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $16K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 27 | $16K |
| Burkett Financial Services, LLC | 0.01% | Add +4.0% | 26 | $15K |
| Painted Porch Advisors LLC | 0.01% | No change | 25 | $15K |
| CGC Financial Services, LLC | 0.00% | New | 25 | $15K |
| Global Wealth Strategies & Associates | 0.00% | New | 24 | $14K |
| CKW Financial Group | 0.00% | No change | 20 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -96.7% | 20 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -98.8% | 18 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $10K |
| NFSG Corp | 0.00% | No change | 17 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | New | 16 | $10K |
| Kentucky Trust Co | 0.01% | No change | 16 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 14 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $8K |
| Northwest Capital Management Inc | 0.01% | No change | 13 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 11 | $7K |
| Oakworth Capital, Inc. | 0.00% | New | 11 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 8 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 7 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| Coston, McIsaac & Partners | 0.00% | Add +600.0% | 7 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 4 | $3K |
| Hemington Wealth Management | 0.00% | No change | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 1 | $596 |
"% 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.