State Street SPDR S&P MidcapMDYETF
13F holders, Q4 2025 (December 31)1,436holders +70
71new positions
56sold out
9famous investors
$599.90avg. 13F price*
At the end of Q4 2025, 1,436 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 70 from Q3 2025. 71 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($1.3B), Wells Fargo & Company ($810.4M) and Morgan Stanley ($673.1M). 9 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- Filed as
- SPDR S&P MIDCAP 400 ETF TR (Q4 2025)
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $119.1M |
| Exits | 56 | $310.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,742,343 shares bought and 2,287,326 shares sold, net −544,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,436 holders
| Bank of America Corp. | 0.09% | Add +3.1% | 2,120,329 | $1.3B |
| Wells Fargo & Company | 0.16% | Add +6.9% | 1,343,298 | $810.4M |
| Morgan Stanley | 0.04% | Reduce -37.3% | 1,115,655 | $673.1M |
| Northern Trust Corp. | 0.08% | Reduce -1.2% | 1,074,994 | $648.5M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -2.7% | 1,028,201 | $620.3M |
| US Bancorp \de | 0.69% | Reduce -1.8% | 980,650 | $591.6M |
| Pathstone Holdings, LLC | 1.97% | Reduce -4.8% | 846,872 | $511.2M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +5.3% | 830,031 | $500.7M |
| PNC Financial Services Group, Inc. | 0.23% | Reduce -1.4% | 704,633 | $425.1M |
| Kayne Anderson Rudnick Investment Management LLC | 1.03% | Add +167.4% | 633,310 | $382.0M |
| UBS Group AG | 0.07% | Reduce -4.5% | 608,452 | $367.1M |
| Raymond James Financial Inc. | 0.10% | Add +5.4% | 557,992 | $336.6M |
| Bank of Montreal | 0.13% | Add +2.2% | 513,790 | $310.0M |
| JPMorgan Chase & Co. | 0.02% | Add +10.6% | 370,619 | $223.6M |
| Royal Bank of Canada | 0.04% | Add +3.8% | 352,323 | $212.6M |
| Creative Planning | 0.12% | Reduce -3.3% | 276,564 | $166.8M |
| MAI Capital Management | 0.93% | Add +6.0% | 265,202 | $160.0M |
| Alliancebernstein L.P. | 0.05% | Add +0.6% | 258,554 | $156.0M |
| HRT Financial LP | 0.48% | Add +131.9% | 250,582 | $151.2M |
| BNP Paribas Financial Markets | 0.09% | Add +58.9% | 245,251 | $148.0M |
| Corient Private Wealth LP | 0.20% | Add +2.2% | 240,736 | $145.3M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.8% | 236,091 | $142.4M |
| Arvest Bank Trust Division | 7.58% | Reduce -0.3% | 231,907 | $139.9M |
| Conservest Capital Advisors, Inc. | 11.66% | Reduce -1.6% | 214,319 | $129.3M |
| Susquehanna International Group, LLP | 0.15% | Add +8.1% | 177,104 | $106.8M |
| LPL Financial LLC | 0.03% | Add +1.1% | 174,446 | $105.2M |
| Welch & Forbes LLC | 1.22% | Reduce -1.1% | 166,753 | $100.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.8% | 163,633 | $98.7M |
| Waddell & Associates, LLC | 6.12% | Add +1.4% | 150,332 | $90.7M |
| Whittier Trust Co. | 0.87% | Reduce -0.6% | 127,976 | $80.4M |
| Cerity Partners LLC | 0.12% | Add +6.1% | 131,552 | $79.4M |
| Focus Partners Wealth | 0.08% | Add +37.2% | 121,265 | $73.2M |
| Truist Financial Corp. | 0.10% | Reduce -3.9% | 120,928 | $73.0M |
| Stifel Financial Corp. | 0.07% | Add +10.8% | 120,609 | $72.8M |
| Hills Bank & Trust Co | 4.12% | Reduce -1.7% | 117,586 | $70.9M |
| FineMark National Bank & Trust | 2.19% | Reduce -0.3% | 116,109 | $70.0M |
| Brown Advisory Inc. | 0.10% | Reduce -0.9% | 113,788 | $68.6M |
| Mirae Asset Securities (usa) Inc. | 2.65% | Reduce -0.1% | 111,131 | $67.0M |
| Mariner, LLC | 0.08% | Reduce -0.6% | 104,560 | $63.1M |
| Montag A & Associates Inc. | 2.87% | Reduce -1.6% | 103,466 | $62.6M |
| TSG Advice Partners, LLC | 9.50% | — | 103,151 | $62.2M |
| Balyasny Asset Management L.P. | 0.11% | Add +1942.4% | 90,763 | $54.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.6% | 86,951 | $54.7M |
| Osaic Holdings, Inc. | 0.08% | Reduce -3.5% | 89,938 | $54.3M |
| Bessemer Group Inc. | 0.08% | Add +114.0% | 89,237 | $53.8M |
| Cetera Investment Advisers | 0.06% | Reduce -4.8% | 86,834 | $52.4M |
| Atlantic Union Bankshares Corp | 0.98% | Reduce -3.8% | 86,561 | $52.2M |
| WASHINGTON TRUST Co | 1.69% | Reduce -2.4% | 85,815 | $51.8M |
| SG Americas Securities, LLC | 0.07% | Add +131.6% | 85,760 | $51.7M |
| Madison Asset Management, LLC | 0.58% | Add +246.4% | 83,341 | $50.3M |
| Ameriprise Financial Inc. | 0.01% | Add +9.2% | 82,041 | $49.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.4% | 78,745 | $47.5M |
| Divergent Planning, LLC | 11.90% | Add +2.6% | 76,242 | $46.6M |
| Blair William & Co. | 0.12% | Reduce -2.3% | 75,368 | $45.5M |
| Henshaw Capital LLC | 1.63% | No change | 75,050 | $45.3M |
| Whittier Trust Co. of Nevada Inc. | 0.88% | Reduce -0.0% | 67,830 | $42.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -19.9% | 70,521 | $42.5M |
| Captrust Financial Advisors | 0.08% | Reduce -5.3% | 67,994 | $41.0M |
| Portland Global Advisors LLC | 4.31% | Reduce -0.7% | 66,505 | $40.1M |
| Midwest Trust Co | 0.49% | Reduce -1.8% | 65,015 | $39.2M |
| Pittenger & Anderson Inc. | 1.50% | Reduce -7.4% | 64,832 | $39.1M |
| Ascent Wealth Partners, LLC | 4.47% | Add +1.1% | 64,328 | $38.8M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Add +2.6% | 63,317 | $38.3M |
| Smith, Moore & Co. | 2.73% | Reduce -0.6% | 59,895 | $36.1M |
| Citizens Financial Group Inc. | 0.48% | Reduce -0.9% | 59,213 | $35.7M |
| MassMutual Private Wealth & Trust, FSB | 0.90% | Reduce -3.0% | 58,149 | $35.1M |
| Pinnacle Associates Ltd. | 0.45% | Reduce -1.1% | 57,751 | $34.8M |
| Oldfather Financial Services, LLC | 9.92% | Add +0.5% | 55,249 | $33.3M |
| Lido Advisors, LLC | 0.13% | Reduce -4.4% | 54,534 | $32.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.3% | 53,349 | $32.2M |
| Peapack Gladstone Financial Corp. | 0.40% | Reduce -0.8% | 53,158 | $32.1M |
| Janney Montgomery Scott LLC | 0.07% | Add +11.7% | 52,670 | $31.8M |
| SCS Capital Management LLC | 0.34% | Reduce -1.1% | 52,453 | $31.7M |
| MetLife Investment Management, LLC | 0.15% | Add +124.5% | 52,300 | $31.6M |
| Baird Financial Group, Inc. | 0.05% | Add +1.8% | 50,502 | $30.5M |
| Crewe Advisors LLC | 2.68% | Add +0.0% | 50,125 | $30.2M |
| Heritage Investors Management Corp. | 0.88% | Reduce -1.2% | 49,921 | $30.1M |
| Chicago Partners Investment Group LLC | 0.72% | Add +1.9% | 45,582 | $29.0M |
| IFG Advisors, LLC | 4.58% | Reduce -2.4% | 45,622 | $27.5M |
| Pinnacle Financial Partners, Inc. | 0.20% | — | 44,594 | $26.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.59% | Add +48.1% | 44,400 | $26.8M |
| Clearstead Advisors, LLC | 0.34% | Reduce -5.0% | 44,364 | $26.8M |
| Cumberland Advisors Inc. | 10.05% | Reduce -0.8% | 43,947 | $26.5M |
| Comerica Bank | 0.11% | Add +5.2% | 43,694 | $26.4M |
| LCM Capital Management Inc | 12.70% | Reduce -0.6% | 43,573 | $26.3M |
| Tandem Wealth Advisors LLC | 11.42% | Add +34.1% | 41,299 | $25.5M |
| Klingman & Associates, LLC | 1.22% | Reduce -0.2% | 41,828 | $25.2M |
| Conning Inc. | 0.82% | No change | 38,596 | $23.3M |
| Basswood Capital Management, L.L.C. | 1.01% | No change | 38,082 | $23.0M |
| Curi Capital, LLC | 0.40% | Add +0.1% | 37,832 | $22.9M |
| SummitTX Capital, L.P. | 0.69% | New | 37,867 | $22.8M |
| Johnson Investment Counsel Inc. | 0.19% | Add +2.7% | 37,726 | $22.8M |
| FMR LLC | 0.00% | Add +5.7% | 36,750 | $22.2M |
| 1ST Source Bank | 1.14% | Add +0.5% | 35,986 | $21.7M |
| Composition Wealth, LLC | 0.30% | Reduce -6.3% | 34,390 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.8% | 33,836 | $20.4M |
| EP Wealth Advisors, LLC | 0.10% | — | 33,406 | $20.2M |
| Steele Capital Management, Inc. | 0.86% | Reduce -0.3% | 33,223 | $20.1M |
| Hancock Whitney Corp. | 0.36% | Add +5.2% | 32,988 | $19.9M |
| Jane Street Group, LLC | 0.02% | Add +10.2% | 32,820 | $19.8M |
| Tiller Private Wealth, Inc. | 7.01% | Add +13.2% | 32,648 | $19.7M |
| Waldron Private Wealth LLC | 0.78% | Reduce -2.9% | 32,643 | $19.7M |
| Citigroup Inc. | 0.01% | Add +1.9% | 32,607 | $19.7M |
| Trustmark Bank Trust Department | 1.22% | Reduce -0.2% | 32,124 | $19.4M |
| Marshall Wace, LLP | 0.02% | New | 32,062 | $19.3M |
| Vestor Capital, LLC | 1.60% | Reduce -97.3% | 850 | $19.0M |
| M&T Bank Corp | 0.06% | Add +15.2% | 31,325 | $18.9M |
| Curbstone Financial Management Corp | 3.61% | Add +0.5% | 31,318 | $18.9M |
| Mercer Global Advisors Inc. | 0.03% | Add +14.6% | 28,772 | $17.4M |
| AQR Capital Management | 0.01% | Add +25.2% | 27,612 | $16.7M |
| Commerce Bank | 0.09% | Add +0.4% | 26,616 | $16.1M |
| Cresset Asset Management, LLC | 0.07% | Add +9.8% | 26,294 | $15.9M |
| Serenus Wealth Advisors, LLC | 3.08% | Reduce -1.0% | 26,345 | $15.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -25.2% | 26,119 | $15.8M |
| Wealth Alliance Advisory Group, LLC | 2.64% | Add +2.3% | 25,516 | $15.4M |
| Barclays PLC | 0.01% | Reduce -83.9% | 24,976 | $15.1M |
| Simmons Bank | 0.99% | Reduce -0.6% | 24,514 | $14.8M |
| MML Investors Services, LLC | 0.04% | Add +2.7% | 24,099 | $14.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +233.0% | 23,671 | $14.3M |
| Glenmede Trust Co. NA | 0.07% | — | 23,172 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +1.7% | 22,729 | $13.7M |
| Atlantic Edge Private Wealth Management, LLC | 3.37% | Reduce -2.0% | 22,486 | $13.6M |
| HighPoint Advisor Group LLC | 0.29% | New | 22,105 | $13.3M |
| Savant Capital, LLC | 0.08% | Add +7.4% | 22,021 | $13.3M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -13.2% | 22,000 | $13.3M |
| MCF Advisors LLC | 0.71% | Reduce -0.4% | 21,143 | $12.8M |
| IMC-Chicago, LLC | 0.22% | New | 20,869 | $12.6M |
| Caldwell Trust Co | 1.12% | Reduce -1.4% | 20,814 | $12.6M |
| Franklin Resources Inc. | 0.00% | Add +44.8% | 20,694 | $12.5M |
| Old National Bancorp | 0.20% | Reduce -3.5% | 20,058 | $12.1M |
| Ameritas Investment Partners, Inc. | 0.37% | Reduce -13.0% | 20,045 | $12.1M |
| BlackRock, Inc. | 0.00% | Add +160.7% | 19,879 | $12.0M |
| jvl associates llc | 3.87% | Reduce -0.5% | 19,689 | $11.9M |
| Peddock Capital Advisors, LLC | 2.47% | Add +13.2% | 19,574 | $11.8M |
| Trifecta Capital Advisors, LLC | 1.75% | Reduce -3.1% | 19,564 | $11.8M |
| Carnegie Investment Counsel | 0.22% | Reduce -2.1% | 19,470 | $11.7M |
| Callan Family Office, LLC | 0.25% | Reduce -0.1% | 18,953 | $11.4M |
| Corsicana & Co. | 6.29% | Reduce -1.0% | 18,580 | $11.2M |
| Lutz Financial Services LLC | 0.76% | Reduce -1.5% | 18,573 | $11.2M |
| Cwm, LLC | 0.03% | Add +15.7% | 18,548 | $11.2M |
| Csenge Advisory Group | 0.51% | Add +0.5% | 18,514 | $11.2M |
| Wellspring Financial Advisors, LLC | 0.88% | Reduce -2.7% | 18,484 | $11.2M |
| Prescott Group Capital Management, L.L.C. | 1.02% | Reduce -57.9% | 18,259 | $11.0M |
| Dumont & Blake Investment Advisors LLC | 2.64% | Reduce -2.5% | 18,205 | $11.0M |
| Thrive Wealth Management, LLC | 1.61% | Reduce -15.4% | 18,185 | $11.0M |
| First National Bank of Omaha | 0.32% | New | 17,983 | $11.0M |
| Ieq Capital, LLC | 0.03% | Add +2.1% | 17,432 | $10.5M |
| &partners | 0.05% | Add +8.7% | 17,334 | $10.5M |
| Brown Brothers Harriman & Co. | 0.06% | Add +0.8% | 17,272 | $10.4M |
| Hummer Financial Advisory Services Inc | 7.31% | Reduce -0.6% | 17,093 | $10.3M |
| Torrey-Payne Wealth Management, LLC | 9.00% | — | 15,800 | $10.0M |
| First Financial Bank - Trust Division | 0.82% | Add +3.8% | 16,649 | $10.0M |
| World Investment Advisors | 0.16% | Add +0.1% | 16,630 | $10.0M |
| Granite FO LLC | 5.35% | Add +3.8% | 16,627 | $10.0M |
| Canopy Partners, LLC | 3.24% | Reduce -3.4% | 16,507 | $10.0M |
| Cyndeo Wealth Partners, LLC | 0.53% | Reduce -3.0% | 16,273 | $9.8M |
| Quantinno Capital Management LP | 0.02% | Add +3.1% | 16,224 | $9.8M |
| Arvest Investments, Inc. | 1.37% | Add +1.8% | 16,147 | $9.7M |
| Montz Harcus Wealth Management LLC | 3.92% | Add +1.1% | 16,037 | $9.7M |
| Harbour Trust & Investment Management Co | 0.98% | Reduce -0.5% | 15,979 | $9.6M |
| Legacy Advisors, LLC | 1.03% | Reduce -6.9% | 15,922 | $9.6M |
| Brookstone Capital Management | 0.11% | Add +3.0% | 15,884 | $9.6M |
| Agf Management Ltd. | 0.04% | Reduce -1.3% | 15,794 | $9.5M |
| NBT Bank, N.A. | 0.61% | Reduce -2.0% | 15,730 | $9.5M |
| GFS Advisors, LLC | 1.12% | Reduce -1.1% | 15,628 | $9.4M |
| First Merchants Corp. | 0.35% | Reduce -0.8% | 15,567 | $9.4M |
| Evercore Wealth Management, LLC | 0.14% | Reduce -0.8% | 15,560 | $9.4M |
| Howard Capital Management, LLC | 0.12% | Reduce -0.3% | 15,193 | $9.2M |
| Capstone Financial Advisors, Inc. | 0.49% | Reduce -1.0% | 15,181 | $9.2M |
| Nixon Peabody Trust Co. | 0.68% | Reduce -1.8% | 14,945 | $9.0M |
| Central Bank & Trust Co. | 1.38% | Add +5.5% | 14,841 | $9.0M |
| Chesley Taft & Associates LLC | 0.35% | Add +8.0% | 14,568 | $8.8M |
| KCM Investment Advisors LLC | 0.28% | Reduce -3.5% | 14,456 | $8.7M |
| RMR Wealth Builders | 0.69% | Reduce -3.4% | 14,395 | $8.7M |
| Oppenheimer & Co. Inc. | 0.12% | Add +10.7% | 14,232 | $8.6M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.6M |
| Mill Creek Capital Advisors, LLC | 0.17% | Reduce -18.1% | 13,994 | $8.4M |
| Boyd Watterson Asset Management LLC | 2.43% | No change | 13,936 | $8.4M |
| Bearing Point Capital, LLC | 1.30% | Reduce -0.8% | 13,808 | $8.3M |
| Tiaa Trust, National Association | 0.02% | Reduce -4.2% | 13,632 | $8.2M |
| TKG Advisors, LLC | 3.24% | Reduce -0.2% | 13,309 | $8.0M |
| Busey Bank | 0.21% | Add +0.8% | 13,070 | $7.9M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -47.1% | 12,922 | $7.8M |
| Seeds Investor LLC | 1.49% | Reduce -8.9% | 12,880 | $7.8M |
| Staley Capital Advisers Inc. | 0.32% | No change | 12,844 | $7.7M |
| Pacific Center for Financial Services | 1.96% | No change | 12,910 | $7.7M |
| Waverly Advisors, LLC | 0.06% | Add +2.8% | 12,547 | $7.6M |
| Grove Bank & Trust | 0.84% | Reduce -0.2% | 12,427 | $7.5M |
| Sand Hill Global Advisors, LLC | 0.25% | Reduce -0.1% | 11,929 | $7.2M |
| CMG Global Holdings, LLC | 3.18% | Add +0.6% | 11,217 | $7.2M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -20.6% | 11,822 | $7.1M |
| Meridian Wealth Advisors, LLC | 0.98% | Reduce -7.5% | 11,753 | $7.1M |
| Capital Group Private Client Services, Inc. | 0.11% | Add +0.2% | 11,747 | $7.1M |
| Dakota Wealth Management | 0.13% | Add +2.4% | 11,709 | $7.1M |
| Alexis Investment Partners, LLC | 2.62% | Add +3.9% | 11,570 | $7.1M |
| Boston Family Office LLC | 0.44% | Reduce -9.2% | 11,555 | $7.0M |
| Mechanics Bank Trust Department | 0.91% | Reduce -1.7% | 11,542 | $7.0M |
| Badgley Phelps Wealth Managers, LLC | 0.13% | Add +12.0% | 11,478 | $6.9M |
| Paulson Wealth Management Inc. | 1.59% | Add +7.4% | 11,421 | $6.9M |
| NewEdge Wealth, LLC | 0.08% | Add +463.5% | 11,338 | $6.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.2% | 11,337 | $6.8M |
| Lodestar Private Asset Management LLC | 0.69% | Add +3.1% | 11,325 | $6.8M |
| Linscomb Wealth, Inc. | 0.29% | Add +0.1% | 11,289 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +2880.1% | 11,235 | $6.8M |
| Community Bank, N.A. | 0.80% | Reduce -3.0% | 11,199 | $6.8M |
| First Horizon Corp. | 0.30% | Reduce -0.9% | 11,176 | $6.7M |
| Hanover Advisors Inc. | 2.61% | Reduce -2.1% | 11,127 | $6.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +21.4% | 11,015 | $6.6M |
| Latigo Investments, LLC | 3.25% | No change | 10,962 | $6.6M |
| Goelzer Investment Management, Inc. | 0.30% | Reduce -0.9% | 10,874 | $6.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.45% | Add +0.3% | 10,832 | $6.5M |
| Diversified Management Inc. | 1.52% | — | 10,762 | $6.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -4.0% | 10,721 | $6.5M |
| Winter & Associates, Inc. | 5.97% | — | 10,708 | $6.5M |
| Madison Park Capital Advisors, LLC | 5.23% | Add +1.0% | 10,679 | $6.4M |
| LYNX Capital Group Ltd. | 2.93% | Add +0.4% | 10,603 | $6.4M |
| Palisade Asset Management, LLC | 0.61% | Add +0.1% | 10,451 | $6.3M |
| Jones Financial Companies LLLP | 0.00% | Add +5.6% | 10,437 | $6.3M |
| Hopwood Financial Services, Inc. | 4.42% | Reduce -0.6% | 10,401 | $6.3M |
| G&S Capital LLC | 2.21% | Add +0.7% | 10,387 | $6.3M |
| Retirement Income Solutions, Inc. | 1.06% | Reduce -0.9% | 10,323 | $6.2M |
| Adirondack Trust Co. | 2.05% | Reduce -1.5% | 10,308 | $6.2M |
| Leavell Investment Management, Inc. | 0.26% | Reduce -0.8% | 10,266 | $6.2M |
| Newport Capital Group, LLC | 3.80% | Add +2.1% | 10,284 | $6.2M |
| Arbor Trust Wealth Advisors, LLC | 2.71% | Reduce -22.7% | 10,234 | $6.2M |
| Summit Financial, LLC | 0.09% | Reduce -0.7% | 10,229 | $6.2M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -0.8% | 10,216 | $6.2M |
| Diversified Portfolios, Inc. | 0.51% | Reduce -3.0% | 10,065 | $6.1M |
| Wilmar Advisors LLC | 4.71% | No change | 10,000 | $6.0M |
| RBF Capital, LLC | 0.28% | No change | 10,000 | $6.0M |
| Private Wealth Asset Management, LLC | 0.65% | Add +0.2% | 9,947 | $6.0M |
| Allworth Financial LP | 0.02% | Reduce -12.9% | 9,857 | $5.9M |
| CENTRAL TRUST Co | 0.11% | Reduce -0.6% | 9,710 | $5.9M |
| Harbour Investments, Inc. | 0.12% | Add +2.3% | 9,709 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +39.2% | 9,703 | $5.9M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +1417.0% | 9,648 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +59.0% | 9,645 | $5.8M |
| Merit Financial Group, LLC | 0.05% | Add +4.1% | 9,627 | $5.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Add +1.7% | 9,602 | $5.8M |
| Sageworth Trust Co | 0.25% | No change | 9,569 | $5.8M |
| Ti-Trust, Inc. | 3.52% | Add +0.1% | 9,456 | $5.7M |
| Fifth Third Securities, Inc. | 0.37% | Reduce -1.6% | 9,433 | $5.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | New | 9,371 | $5.7M |
| CreativeOne Wealth, LLC | 0.14% | Add +9.4% | 9,367 | $5.7M |
| Barrett & Company, Inc. | 1.87% | Reduce -0.2% | 9,277 | $5.6M |
| Motco | 0.51% | Reduce -0.8% | 9,266 | $5.6M |
| Resonant Capital Advisors, LLC | 0.31% | Add +0.2% | 9,198 | $5.6M |
| Paller Financial Services Inc | 4.44% | — | 9,183 | $5.5M |
| Balboa Wealth Partners | 0.92% | Reduce -0.1% | 9,177 | $5.5M |
| Modera Wealth Management, LLC | 0.06% | Reduce -1.5% | 9,118 | $5.5M |
| Firestone Capital Management | 1.16% | Reduce -2.0% | 9,031 | $5.4M |
| Peak Asset Management, LLC | 0.91% | Reduce -3.1% | 8,832 | $5.3M |
| HSBC Holdings PLC | 0.00% | Add +235.6% | 8,685 | $5.2M |
| Flputnam Investment Management Co. | 0.08% | Reduce -2.9% | 8,654 | $5.2M |
| Gotham Asset Management | 0.02% | No change | 8,638 | $5.2M |
| Millennium Management | 0.00% | Reduce -75.8% | 8,575 | $5.2M |
| Meridian Investment Counsel Inc. | 1.25% | Reduce -1.2% | 8,565 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -1.0% | 8,508 | $5.2M |
| Bank of New Hampshire | 1.16% | Reduce -3.2% | 8,526 | $5.1M |
| Cape Cod Five Cents Savings Bank | 0.47% | No change | 9,002 | $5.1M |
| AMG National Trust Bank | 0.12% | Add +0.6% | 8,454 | $5.1M |
| Nicollet Investment Management, Inc. | 1.61% | Add +584.6% | 8,448 | $5.1M |
| Nicolet Advisory Services, LLC | 0.34% | Add +13.6% | 8,023 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +4.1% | 8,313 | $5.0M |
| Apollon Wealth Management, LLC | 0.09% | Add +2.5% | 8,301 | $5.0M |
| North Star Investment Management Corp. | 0.31% | Add +1.5% | 8,296 | $5.0M |
| Colorado Capital Management, Inc. | 1.86% | Reduce -2.6% | 8,200 | $4.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.63% | Add +0.7% | 8,104 | $4.9M |
| Highview Capital Management LLC | 1.72% | Reduce -1.2% | 8,094 | $4.9M |
| RFG Advisory, LLC | 0.09% | Add +50.5% | 8,034 | $4.8M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -7.1% | 8,005 | $4.8M |
| Bokf, NA | 0.07% | Reduce -11.3% | 7,980 | $4.8M |
| Bay Rivers Group | 1.95% | Add +1.0% | 7,972 | $4.8M |
| Fifth Third Bancorp | 0.02% | Reduce -4.4% | 7,898 | $4.8M |
| Haverford Trust Co | 0.04% | Add +1.5% | 7,888 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Add +2.8% | 7,877 | $4.8M |
| Intrepid Financial Planning Group LLC | 1.77% | Add +1.0% | 7,712 | $4.7M |
| Associated Banc-Corp | 0.12% | Reduce -10.1% | 7,682 | $4.6M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +2.9% | 7,476 | $4.6M |
| Perigon Wealth Management, LLC | 0.08% | Add +0.3% | 7,644 | $4.6M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -1.2% | 7,608 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +13.7% | 7,573 | $4.6M |
| Smith Chas P & Associates Pa Cpas | 0.24% | Add +14.7% | 7,568 | $4.6M |
| KMG Fiduciary Partners, LLC | 0.32% | Reduce -0.0% | 7,555 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.5% | 7,515 | $4.5M |
| Evensky & Katz LLC | 0.26% | Add +0.6% | 7,508 | $4.5M |
| Breakwater Capital Group | 0.63% | Reduce -5.9% | 7,504 | $4.5M |
| Sonata Capital Group Inc. | 1.62% | Reduce -0.6% | 7,438 | $4.5M |
| Fidelis Capital Partners, LLC | 0.32% | Reduce -0.2% | 7,340 | $4.4M |
| Midwest Financial Group LLC | 1.95% | Reduce -14.6% | 7,330 | $4.4M |
| Keybank National Association | 0.02% | Add +1.1% | 7,327 | $4.4M |
| Yousif Capital Management, LLC | 0.05% | Reduce -40.8% | 6,969 | $4.4M |
| JMG Financial Group, Ltd. | 0.12% | No change | 7,053 | $4.3M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 6,989 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +0.2% | 6,934 | $4.2M |
| Mayflower Financial Advisors, LLC | 0.51% | Reduce -20.6% | 6,923 | $4.2M |
| Ballentine Partners, LLC | 0.06% | No change | 6,816 | $4.1M |
| Davis R M Inc. | 0.07% | Reduce -1.7% | 6,807 | $4.1M |
| Houlihan Financial Resource Group, Ltd. | 1.58% | Add +107.3% | 6,647 | $4.1M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +22.1% | 6,716 | $4.1M |
| Benchmark Financial Wealth Advisors, LLC | 1.16% | Reduce -3.0% | 6,703 | $4.0M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -5.0% | 6,589 | $4.0M |
| Union Savings Bank | 1.72% | — | 6,575 | $4.0M |
| Bank of Nova Scotia | 0.01% | Add +5.3% | 6,521 | $3.9M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -2.4% | 6,478 | $3.9M |
| Keystone Financial Group | 0.29% | Add +63.7% | 6,455 | $3.9M |
| Advisory Services Network, LLC | 0.05% | Add +2.7% | 6,394 | $3.9M |
| TD Private Client Wealth LLC | 0.08% | Add +72.6% | 6,383 | $3.9M |
| Charter Research & Investment Group, Inc. | 2.55% | Add +1.4% | 6,334 | $3.8M |
| Glen Eagle Advisors, LLC | 0.52% | Reduce -3.6% | 6,319 | $3.8M |
| Segment Wealth Management, LLC | 0.22% | Reduce -2.1% | 6,308 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.7% | 6,301 | $3.8M |
| Penobscot Investment Management Company, Inc. | 0.28% | Reduce -0.2% | 6,221 | $3.8M |
| Elyxium Wealth, LLC | 1.04% | No change | 6,200 | $3.7M |
| Tandem Investment Partners LLC | 3.14% | Reduce -2.2% | 6,170 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.8% | 6,120 | $3.7M |
| Matrix Asset Advisors Inc. | 0.33% | Add +2.3% | 6,116 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1.6% | 6,056 | $3.7M |
| Woodstock Corp. | 0.31% | Reduce -2.8% | 6,054 | $3.7M |
| Cibc World Market Inc. | 0.01% | Reduce -0.6% | 6,045 | $3.6M |
| Salomon & Ludwin, LLC | 0.32% | Reduce -1.9% | 5,870 | $3.6M |
| Bailard, Inc. | 0.08% | Reduce -5.6% | 6,019 | $3.6M |
| Crews Bank & Trust | 0.51% | Reduce -4.2% | 5,932 | $3.6M |
| Fiduciary Trust Co | 0.04% | Reduce -3.7% | 5,911 | $3.6M |
| Clear Point Advisors Inc. | 2.76% | Reduce -3.5% | 5,904 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.08% | Add +1.1% | 5,893 | $3.6M |
| Precedent Wealth Partners, LLC | 0.74% | Reduce -1.1% | 5,886 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +719.5% | 5,876 | $3.5M |
| Choreo, LLC | 0.05% | Add +0.0% | 54,079 | $3.5M |
| Audent Global Asset Management, LLC | 2.22% | Reduce -2.6% | 5,795 | $3.5M |
| Sepio Capital, LP | 0.19% | No change | 5,810 | $3.5M |
| Joel Isaacson & Co., LLC | 0.12% | Add +6.3% | 5,796 | $3.5M |
| Greenleaf Trust | 0.03% | No change | 5,744 | $3.5M |
| Flagstar Securities, Inc. | 1.15% | Add +0.0% | 5,671 | $3.4M |
| Whalerock Point Partners, LLC | 0.67% | No change | 5,645 | $3.4M |
| Arkadios Wealth Advisors | 0.07% | Add +286.6% | 5,637 | $3.4M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 5,637 | $3.4M |
| Romano Brothers and Company | 0.39% | Reduce -1.2% | 5,630 | $3.4M |
| Victory Financial Group, LLC | 0.42% | Reduce -13.1% | 5,586 | $3.4M |
| Means Investment Co., Inc. | 0.28% | Reduce -6.5% | 5,568 | $3.4M |
| Centaurus Financial, Inc. | 0.15% | Add +3.7% | 5,523 | $3.3M |
| Apella Capital, LLC | 0.07% | Add +422.6% | 5,498 | $3.3M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.9% | 5,496 | $3.3M |
| Argent Trust Co | 0.11% | No change | 5,381 | $3.2M |
| Steph & Co. | 0.93% | Reduce -0.6% | 5,375 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +13.3% | 5,345 | $3.2M |
| Eastern Bank | 0.06% | Add +0.0% | 5,336 | $3.2M |
| Sowell Financial Services LLC | 0.12% | Add +8.8% | 5,331 | $3.2M |
| Vanguard Group Inc. | 0.00% | Add +7.8% | 5,320 | $3.2M |
| Paladin Advisory Group, LLC | 2.31% | Reduce -0.2% | 5,250 | $3.2M |
| Providence Financial Advisors, LLC | 3.12% | Reduce -10.3% | 5,193 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.6% | 7,293 | $3.1M |
| GAMCO Investors | 0.03% | Reduce -6.2% | 5,165 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.6% | 5,089 | $3.1M |
| Spinnaker Trust | 0.16% | No change | 5,056 | $3.0M |
| Coastline Trust Co | 0.29% | Reduce -0.8% | 5,027 | $3.0M |
| Pegasus Asset Management, Inc. | 0.92% | Reduce -0.2% | 4,978 | $3.0M |
| HB Wealth Management, LLC | 0.02% | Reduce -3.1% | 4,974 | $3.0M |
| Crescent Sterling, Ltd. | 3.07% | Add +4.6% | 4,964 | $3.0M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.4% | 4,965 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -0.9% | 4,963 | $3.0M |
| Johnson Financial Group, Inc. | 0.11% | Add +8.9% | 4,916 | $3.0M |
| Raffa Wealth Management, LLC | 0.46% | No change | 4,917 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Add +2.5% | 4,897 | $3.0M |
| Providence First Trust Co | 1.02% | Add +202.2% | 4,887 | $2.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.62% | Reduce -0.1% | 4,815 | $2.9M |
| Independence Bank of Kentucky | 0.36% | Add +0.4% | 4,809 | $2.9M |
| Capital Advisory Group Advisory Services, LLC | 0.85% | Add +0.6% | 4,803 | $2.9M |
| Meridian Wealth Management, LLC | 0.10% | Add +0.0% | 4,773 | $2.9M |
| Asset Management Group, Inc. | 0.46% | Add +0.3% | 4,764 | $2.9M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -2.8% | 4,710 | $2.9M |
| New England Private Wealth Advisors LLC | 0.35% | Reduce -0.9% | 4,677 | $2.8M |
| Ssa Swiss Advisors AG | 1.31% | Reduce -11.6% | 4,667 | $2.8M |
| Evoke Wealth, LLC | 0.05% | Add +26.9% | 4,613 | $2.8M |
| Diversified Trust Co. | 0.05% | Reduce -0.4% | 4,594 | $2.8M |
| IFG Advisory, LLC | 0.12% | Reduce -3.3% | 4,563 | $2.8M |
| West Paces Advisors Inc. | 0.53% | Add +0.0% | 4,562 | $2.8M |
| Shoker Investment Counsel, Inc. | 0.80% | Reduce -8.3% | 4,550 | $2.7M |
| Connecticut Wealth Management, LLC | 0.12% | Add +0.1% | 4,544 | $2.7M |
| Lionsbridge Wealth Management LLC | 2.77% | Reduce -17.0% | 4,532 | $2.7M |
| Weil Company, Inc. | 0.63% | Reduce -4.9% | 4,514 | $2.7M |
| Element Pointe Advisors, LLC | 0.52% | Reduce -0.2% | 4,500 | $2.7M |
| Winthrop Advisory Group LLC | 0.23% | Reduce -0.5% | 4,463 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.42% | Reduce -2.2% | 4,448 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +3.3% | 4,446 | $2.7M |
| WealthBridge Capital Management, LLC | 0.61% | Reduce -1.1% | 4,413 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +2.3% | 4,411 | $2.7M |
| Veracity Capital LLC | 0.78% | No change | 4,359 | $2.6M |
| Orange Investment Advisors, Inc. | 0.29% | Reduce -0.4% | 4,338 | $2.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -8.7% | 4,093 | $2.6M |
| Steel Grove Capital Advisors, LLC | 0.27% | Reduce -5.3% | 4,294 | $2.6M |
| Naples Global Advisors, LLC | 0.19% | Reduce -2.4% | 4,277 | $2.6M |
| International Assets Investment Management, LLC | 0.17% | Add +5.9% | 4,219 | $2.5M |
| Salem Investment Counselors Inc. | 0.07% | No change | 4,197 | $2.5M |
| Sage Financial Management Group, Inc. | 0.77% | Reduce -2.8% | 4,196 | $2.5M |
| Whitegate Investment Counselors, Inc. | 0.78% | No change | 4,150 | $2.5M |
| RVW Wealth, LLC | 0.19% | Reduce -1.7% | 4,129 | $2.5M |
| Sterling Investment Advisors, Ltd. | 0.46% | Reduce -4.7% | 4,098 | $2.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | Reduce -5.6% | 4,090 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Add +12.9% | 4,063 | $2.5M |
| Becker Capital Management Inc. | 0.07% | No change | 4,045 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -3.8% | 4,007 | $2.4M |
| Courier Capital LLC | 0.13% | Reduce -0.7% | 3,981 | $2.4M |
| St. Johns Investment Management Company, LLC | 1.00% | Reduce -2.5% | 3,973 | $2.4M |
| Transatlantique Private Wealth LLC | 0.75% | No change | 3,963 | $2.4M |
| Baron Financial Group, LLC | 1.28% | Reduce -0.2% | 3,949 | $2.4M |
| Lavaca Capital LLC | 0.40% | No change | 3,942 | $2.4M |
| Cambridge Advisors Inc. | 0.45% | No change | 3,894 | $2.3M |
| Financial Life Planners | 1.68% | Reduce -0.8% | 3,881 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +2.7% | 3,854 | $2.3M |
| PKS Advisory Services, LLC | 0.53% | Reduce -2.7% | 3,836 | $2.3M |
| Caprock Group, LLC | 0.05% | Reduce -0.3% | 3,819 | $2.3M |
| Park Capital Management, LLC / WI | 1.65% | Add +3.2% | 3,826 | $2.3M |
| Revolve Wealth Partners, LLC | 0.27% | No change | 3,785 | $2.3M |
| Woodmont Investment Counsel LLC | 0.14% | Reduce -0.3% | 3,783 | $2.3M |
| Davidson Trust Co. | 0.95% | Reduce -14.8% | 3,768 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -32.1% | 3,764 | $2.3M |
| Expressive Wealth LLC | 2.45% | — | 3,761 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -3.3% | 3,758 | $2.3M |
| Intelligent Financial Strategies | 1.09% | No change | 3,743 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.08% | Add +4.1% | 3,753 | $2.3M |
| Venturi Wealth Management, LLC | 0.10% | Add +0.0% | 3,750 | $2.3M |
| Investment Advisory Group, LLC | 0.58% | Add +2.1% | 3,749 | $2.3M |
| Clientfirst Wealth Management, LLC | 1.81% | No change | 3,741 | $2.3M |
| Scotia Capital Inc. | 0.01% | Add +6.2% | 3,735 | $2.3M |
| American Institute for Advanced Investment Management, LLP | 1.44% | Reduce -0.3% | 3,718 | $2.2M |
| Blue Fin Capital, Inc. | 0.35% | Add +5.2% | 3,717 | $2.2M |
| Berman McAleer LLC | 0.31% | Reduce -7.0% | 3,710 | $2.2M |
| Churchill Financial Advisors, LLC | 0.68% | — | 3,710 | $2.2M |
| Hilltop Holdings Inc. | 0.13% | Reduce -4.2% | 3,696 | $2.2M |
| Pincus Capital Management, LP | 1.49% | — | 3,695 | $2.2M |
| Lewis Asset Management, LLC | 0.90% | Add +0.5% | 3,681 | $2.2M |
| Global Retirement Partners, LLC | 0.04% | Add +3.9% | 3,654 | $2.2M |
| Finley Financial, LLC | 1.00% | Reduce -0.6% | 3,625 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +8.7% | 3,593 | $2.2M |
| Trust Point Inc. | 0.17% | No change | 3,584 | $2.2M |
| Old Second National Bank of Aurora | 0.43% | No change | 3,571 | $2.2M |
| All Terrain Financial Advisors, LLC | 0.66% | Reduce -3.2% | 3,563 | $2.1M |
| Marin Bay Wealth Advisors, LLC | 1.23% | — | 3,550 | $2.1M |
| McLaughlin Asset Management, Inc. | 1.91% | — | 3,535 | $2.1M |
| ARS Investment Partners, LLC | 0.12% | Add +7.3% | 3,529 | $2.1M |
| Jennison Associates LLC | 0.00% | Add +672.0% | 3,528 | $2.1M |
| Red Door Wealth Management, LLC | 0.22% | Add +0.1% | 3,513 | $2.1M |
| Graham Capital Management, L.P. | 0.10% | New | 3,500 | $2.1M |
| Topsail Wealth Management, LLC | 0.31% | Add +0.6% | 3,481 | $2.1M |
| Rothschild Wealth LLC | 0.20% | Reduce -0.8% | 3,450 | $2.1M |
| Freestone Capital Holdings, LLC | 0.06% | Add +0.7% | 3,428 | $2.1M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -3.5% | 3,407 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.47% | Reduce -5.1% | 3,396 | $2.0M |
| Blueline Advisors LLC | 1.64% | — | 3,324 | $2.0M |
| CWS Financial Advisors, LLC | 0.54% | Add +0.3% | 3,313 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -20.5% | 3,261 | $2.0M |
| AlTi Global, Inc. | 0.04% | Add +14.0% | 3,247 | $2.0M |
| Gould Asset Management LLC | 0.35% | Reduce -0.9% | 3,256 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +2.3% | 3,223 | $1.9M |
| Gambit Capital Management, LLC | 1.38% | — | 3,207 | $1.9M |
| Gridiron Partners, LLC | 1.09% | Reduce -99.0% | 3,164 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +1.9% | 3,138 | $1.9M |
| Aspiriant, LLC | 0.05% | Reduce -3.0% | 3,123 | $1.9M |
| Meridian Financial Advisors, LLC | 1.03% | Reduce -2.0% | 3,123 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 3,111 | $1.9M |
| Sollinda Capital Management LLC | 0.48% | New | 3,107 | $1.9M |
| Kelman-Lazarov, Inc. | 0.27% | Reduce -0.8% | 3,090 | $1.9M |
| Jones Kertz & Associates, Inc. | 0.95% | — | 3,079 | $1.9M |
| Alpha Wealth Funds, LLC | 1.23% | Add +0.1% | 3,031 | $1.8M |
| Intrua Financial, LLC | 0.20% | New | 2,970 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.41% | No change | 2,958 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.69% | No change | 2,939 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.16% | Add +0.1% | 2,929 | $1.8M |
| Bitterroot Capital Advisors LLC | 1.21% | — | 2,929 | $1.8M |
| Northwest Bancshares, Inc. | 0.34% | Reduce -1.4% | 2,916 | $1.8M |
| Regions Financial Corp. | 0.01% | No change | 2,900 | $1.7M |
| Harvest Investment Services, LLC | 0.33% | Reduce -6.2% | 2,895 | $1.7M |
| SlateStone Wealth, LLC | 0.15% | No change | 2,885 | $1.7M |
| GenTrust, LLC | 0.08% | Reduce -8.6% | 2,869 | $1.7M |
| Embree Financial Group | 0.21% | Add +1.4% | 2,859 | $1.7M |
| Obermeyer Wealth Partners | 0.08% | Reduce -0.0% | 2,842 | $1.7M |
| SK Wealth Management, LLC | 0.48% | Reduce -1.1% | 2,700 | $1.7M |
| Fiducient Advisors LLC | 0.21% | No change | 2,819 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Add +3.6% | 2,797 | $1.7M |
| Tsfg, LLC | 0.25% | Reduce -6.2% | 2,777 | $1.7M |
| Hardy Reed LLC | 0.12% | No change | 2,775 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -2.1% | 2,761 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 2,752 | $1.7M |
| Coyle Financial Counsel LLC | 0.35% | Add +0.3% | 2,749 | $1.7M |
| Harbor Advisory Corp. | 0.50% | No change | 2,743 | $1.7M |
| Edge Financial Advisors LLC | 0.70% | Reduce -1.2% | 2,742 | $1.7M |
| Pacific Point Advisors, LLC | 0.89% | No change | 2,742 | $1.7M |
| Advus Financial Partners, LLC | 0.40% | No change | 2,730 | $1.6M |
| Bedminster, LLC | 1.51% | — | 2,729 | $1.6M |
| Millstone Evans Group, LLC | 0.96% | Reduce -1.6% | 2,712 | $1.6M |
| GEM Asset Management, LLC | 0.73% | No change | 2,622 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Add +3.7% | 2,709 | $1.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,705 | $1.6M |
| Marble Harbor Investment Counsel, LLC | 0.17% | No change | 2,700 | $1.6M |
| GW&K Investment Management, LLC | 0.01% | Add +19.6% | 2,659 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.4% | 2,625 | $1.6M |
| ARK & TLK Investments, LLC | 0.43% | Reduce -1.8% | 2,617 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | New | 2,606 | $1.6M |
| Zhang Financial LLC | 0.06% | Add +5.7% | 2,591 | $1.6M |
| Semitam Bonam LLC | 1.30% | No change | 2,588 | $1.6M |
| Insigneo Advisory Services, LLC | 0.11% | Add +70.2% | 2,587 | $1.6M |
| CSS LLC | 0.26% | Add +89.7% | 2,580 | $1.6M |
| Deutsche Bank AG | 0.00% | No change | 2,565 | $1.5M |
| Heritage Wealth Advisors | 0.06% | New | 2,560 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +144.9% | 2,554 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -3.3% | 2,551 | $1.5M |
| Mgo One Seven LLC | 0.03% | Reduce -2.1% | 2,550 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.6% | 2,533 | $1.5M |
| MidFirst Bank | 0.12% | — | 2,522 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -1.0% | 2,522 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Add +2.0% | 2,518 | $1.5M |
| Olde Wealth Management, LLC | 0.47% | No change | 2,500 | $1.5M |
| Peterson Wealth Management | 1.12% | Reduce -0.9% | 2,495 | $1.5M |
| Zions Bancorporation, National Association | 0.07% | No change | 2,474 | $1.5M |
| Disciplined Investments, LLC | 0.57% | Reduce -6.3% | 2,473 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +15.7% | 2,472 | $1.5M |
| Equitable Trust Co. | 0.07% | No change | 2,470 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.09% | Add +184.8% | 2,469 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.15% | No change | 2,505 | $1.5M |
| TopTier Wealth Management, LLC | 1.01% | — | 2,458 | $1.5M |
| Accredited Investors Inc. | 0.08% | No change | 2,443 | $1.5M |
| Element Wealth, LLC | 0.61% | Reduce -3.8% | 2,435 | $1.5M |
| Pitcairn Wealth Advisors LLC | 0.13% | — | 2,433 | $1.5M |
| Private Trust Co. NA | 0.13% | Reduce -3.9% | 2,429 | $1.5M |
| Triumph Capital Management | 0.31% | Reduce -2.1% | 2,413 | $1.5M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -23.8% | 2,411 | $1.5M |
| Cozad Asset Management Inc. | 0.11% | No change | 2,403 | $1.4M |
| Gsa Capital Partners LLP | 0.12% | Reduce -30.9% | 2,402 | $1.4M |
| FNY Investment Advisers, LLC | 0.42% | New | 2,400 | $1.4M |
| Saxon Interests, Inc. | 0.51% | Reduce -0.5% | 2,375 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -10.3% | 2,373 | $1.4M |
| D. E. Shaw & Co. | 0.00% | New | 2,365 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.09% | No change | 2,361 | $1.4M |
| Middleton & Co. Inc. | 0.15% | Reduce -0.8% | 2,353 | $1.4M |
| Virtue Asset Management LLC | 1.15% | Reduce -0.9% | 2,351 | $1.4M |
| DV Trading LLC | 0.12% | — | 2,349 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,335 | $1.4M |
| GAMMA Investing LLC | 0.07% | Add +3.4% | 2,331 | $1.4M |
| Quarry LP | 0.24% | New | 2,325 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -6.6% | 2,310 | $1.4M |
| Beacon Bridge Wealth Partners, LLC | 0.46% | Reduce -1.9% | 2,311 | $1.4M |
| Nwam LLC | 0.08% | Add +101.7% | 2,227 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +0.1% | 2,287 | $1.4M |
| American Capital Advisory, LLC | 0.60% | Add +0.2% | 2,279 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | No change | 2,267 | $1.4M |
| Allred Capital Management, LLC | 0.49% | No change | 2,263 | $1.4M |
| Journey Advisory Group, LLC | 0.11% | Add +14.4% | 2,257 | $1.4M |
| Tompkins Financial Corp. | 0.11% | No change | 2,241 | $1.4M |
| WJ Financial Advisors LLC | 1.20% | Add +7.2% | 2,236 | $1.3M |
| Capital Investment Counsel, LLC | 0.19% | Add +6.3% | 2,227 | $1.3M |
| Kennebec Savings Bank | 1.15% | No change | 2,210 | $1.3M |
| GM Advisory Group, LLC | 0.05% | Reduce -8.2% | 2,203 | $1.3M |
| Signal Tree Financial Partners LLC | 1.01% | No change | 2,189 | $1.3M |
| Berkshire Money Management, Inc. | 0.12% | New | 2,163 | $1.3M |
| Montecito Bank & Trust | 0.21% | Reduce -10.0% | 2,161 | $1.3M |
| Sunflower Bank, N.A. | 0.33% | Reduce -2.6% | 2,148 | $1.3M |
| Bear Mountain Capital, Inc. | 0.42% | No change | 2,019 | $1.3M |
| Wealth Watch Advisors, INC | 0.48% | Add +2.8% | 2,143 | $1.3M |
| AlphaStar Capital Management, LLC | 0.09% | Reduce -6.6% | 2,131 | $1.3M |
| Plancorp, LLC | 0.04% | No change | 2,129 | $1.3M |
| TCTC Holdings, LLC | 0.04% | No change | 2,127 | $1.3M |
| SOL Capital Management CO | 0.12% | No change | 2,125 | $1.3M |
| L & S Advisors Inc | 0.13% | Add +1.4% | 2,124 | $1.3M |
| Sentinel Trust Co. Lba | 0.13% | Reduce -0.1% | 2,124 | $1.3M |
| Toronto Dominion Bank | 0.00% | Add +2023.0% | 2,123 | $1.3M |
| Cannon Capital Management, Inc. | 1.13% | — | 2,121 | $1.3M |
| Emprise Bank | 0.53% | Add +1.2% | 2,121 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -7.7% | 2,120 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.31% | Add +0.2% | 2,116 | $1.3M |
| XML Financial, LLC | 0.10% | Reduce -21.9% | 2,111 | $1.3M |
| Bank of Hawaii | 0.06% | No change | 2,087 | $1.3M |
| Evanson Asset Management, LLC | 0.07% | Add +0.2% | 2,071 | $1.2M |
| Summit Wealth Partners, LLC | 0.23% | Reduce -36.0% | 2,067 | $1.2M |
| Sunbeam Capital Management, LLC | 0.74% | No change | 2,063 | $1.2M |
| Frisch Financial Group, Inc. | 0.28% | Add +0.2% | 2,061 | $1.2M |
| Choate Investment Advisors | 0.02% | Reduce -10.1% | 2,057 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 2,055 | $1.2M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 2,053 | $1.2M |
| Nuveen, LLC | 0.00% | New | 2,053 | $1.2M |
| TruWealth Advisors, LLC | 0.06% | Reduce -2.4% | 2,050 | $1.2M |
| Gryphon Financial Partners LLC | 0.13% | Reduce -4.5% | 2,041 | $1.2M |
| Bill Few Associates, Inc. | 0.30% | Add +0.3% | 2,036 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.06% | Reduce -15.8% | 2,034 | $1.2M |
| Gator Capital Management, LLC | 0.25% | Add +12.2% | 2,028 | $1.2M |
| J.Safra Asset Management Corp | 0.06% | Add +119.1% | 2,022 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 2,004 | $1.2M |
| Black Maple Capital Management LP | 0.90% | Add +100.0% | 2,000 | $1.2M |
| Capital Planning Advisors, LLC | 0.16% | No change | 2,000 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.20% | Add +63.2% | 1,991 | $1.2M |
| NCM Capital Management, LLC | 0.44% | No change | 1,988 | $1.2M |
| FF Advisors,LLC | 0.53% | Reduce -0.5% | 1,984 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.19% | Add +0.1% | 1,983 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.08% | Reduce -2.2% | 1,981 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -76.8% | 1,978 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | No change | 1,962 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | No change | 1,955 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.19% | Reduce -1.4% | 1,946 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.25% | Add +7.5% | 1,866 | $1.2M |
| Burling Wealth Partners, LLC | 0.18% | Reduce -0.1% | 1,941 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -1.3% | 1,935 | $1.2M |
| SVB Wealth LLC | 0.07% | Reduce -11.5% | 1,932 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.1% | 1,930 | $1.2M |
| Stephens Inc. | 0.01% | No change | 1,928 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -1.1% | 1,922 | $1.2M |
| Lyell Wealth Management, LP | 0.08% | Reduce -0.6% | 1,913 | $1.2M |
| Fiera Capital Corp | 0.00% | Add +4.7% | 1,913 | $1.2M |
| First City Capital Management, Inc. | 0.61% | Add +28.9% | 1,910 | $1.2M |
| High Falls Advisors, Inc | 0.23% | Reduce -5.0% | 1,902 | $1.1M |
| Maltin Wealth Management, Inc. | 0.46% | Add +0.3% | 1,897 | $1.1M |
| Trust Co. of Vermont | 0.05% | Add +58.0% | 1,896 | $1.1M |
| Founders Financial Securities LLC | 0.07% | Reduce -2.0% | 1,887 | $1.1M |
| Private Wealth Group, LLC | 0.55% | No change | 1,887 | $1.1M |
| Taylor Financial Group, Inc. | 0.67% | Reduce -1.7% | 1,883 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -0.8% | 1,879 | $1.1M |
| Forza Wealth Management, LLC | 0.41% | No change | 1,876 | $1.1M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -26.9% | 1,862 | $1.1M |
| Long Road Investment Counsel, LLC | 0.42% | Add +5.7% | 1,850 | $1.1M |
| SkyView Investment Advisors, LLC | 0.14% | No change | 1,850 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.21% | Add +52.0% | 1,844 | $1.1M |
| Howe & Rusling Inc. | 0.07% | No change | 1,840 | $1.1M |
| E&G Advisors, LLC | 0.25% | Add +2.3% | 1,835 | $1.1M |
| Rockland Trust Co. | 0.04% | Add +14.7% | 1,831 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | Reduce -1.1% | 1,828 | $1.1M |
| Cadence Bank | 0.06% | No change | 1,818 | $1.1M |
| Sunpointe, LLC | 0.36% | Reduce -0.7% | 1,805 | $1.1M |
| White Pine Capital LLC | 0.30% | Reduce -6.3% | 1,810 | $1.1M |
| Horizon Investments, LLC | 0.01% | Reduce -4.3% | 1,809 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.32% | Reduce -17.8% | 1,806 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -9.4% | 1,805 | $1.1M |
| Manchester Capital Management LLC | 0.15% | No change | 1,799 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -5.9% | 1,798 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -29.9% | 1,793 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.17% | No change | 1,790 | $1.1M |
| Capital Advantage, Inc. | 0.15% | Reduce -0.3% | 1,786 | $1.1M |
| Credit Agricole S A | 0.00% | Add +3.0% | 1,776 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Add +0.5% | 1,768 | $1.1M |
| Foundations Investment Advisors, LLC | 0.01% | Add +58.9% | 1,765 | $1.1M |
| Sfm, LLC | 0.62% | Reduce -0.1% | 1,765 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -1.1% | 1,758 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | No change | 1,750 | $1.1M |
| Lynch & Associates | 0.20% | No change | 1,740 | $1.0M |
| Glassman Wealth Services | 0.14% | Reduce -3.8% | 1,739 | $1.0M |
| Moment Partners, LLC | 0.22% | No change | 1,728 | $1.0M |
| Paragon Capital Management Ltd | 0.21% | No change | 1,700 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Add +335.9% | 1,687 | $1.0M |
| First Financial Corp. | 0.39% | No change | 1,691 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Add +62.0% | 1,685 | $1.0M |
| Darrow Company, Inc. | 0.46% | No change | 1,683 | $1.0M |
| Fiduciary Wealth Partners, LLC | 0.41% | No change | 1,674 | $1.0M |
| Up Strategic Wealth Investment Advisors LLC | 0.73% | No change | 1,537 | $1.0M |
| Legacy Private Trust Co. | 0.06% | No change | 1,665 | $1.0M |
| Jordan Park Group LLC | 0.06% | No change | 1,664 | $1.0M |
| Old North State Trust, LLC | 0.59% | Reduce -0.2% | 1,648 | $994K |
| Berger Financial Group, Inc | 0.06% | Reduce -3.5% | 1,640 | $989K |
| Aprio Wealth Management, LLC | 0.06% | Add +129.6% | 1,637 | $987K |
| QRG Capital Management, Inc. | 0.01% | Add +60.2% | 1,634 | $986K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,627 | $982K |
| Vaughan David Investments LLC | 0.02% | No change | 1,626 | $981K |
| Aegis Wealth Management, Inc. | 0.77% | — | 1,616 | $975K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -1.3% | 1,614 | $974K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -2.8% | 1,612 | $973K |
| RTD Financial Advisors, Inc. | 0.12% | No change | 1,605 | $968K |
| Sig Brokerage, LP | 0.32% | No change | 1,600 | $965K |
| VeraBank, N.A. | 0.18% | Reduce -7.9% | 1,600 | $965K |
| InTrack Investment Management Inc | 0.54% | No change | 1,599 | $964K |
| Renaissance Investment Group LLC | 0.19% | Reduce -14.3% | 1,593 | $961K |
| Aptus Capital Advisors, LLC | 0.01% | Add +19.1% | 1,587 | $957K |
| Beacon Financial Advisory LLC | 0.22% | Reduce -0.9% | 1,586 | $957K |
| M3 Advisory Group, LLC | 0.58% | Add +2.7% | 1,581 | $954K |
| Point72 Asset Management | 0.00% | New | 1,580 | $953K |
| Compound Planning, Inc. | 0.03% | Reduce -9.8% | 1,553 | $937K |
| Sachetta, LLC | 0.51% | Add +0.1% | 1,549 | $935K |
| Braun Stacey Associates Inc. | 0.03% | Reduce -4.2% | 1,549 | $934K |
| Moors & Cabot, Inc. | 0.04% | Add +1.1% | 1,542 | $930K |
| Garden State Investment Advisory Services LLC | 0.22% | Reduce -66.9% | 1,531 | $929K |
| Bridgewater Advisors Inc. | 0.06% | No change | 1,435 | $922K |
| DAVENPORT & Co LLC | 0.01% | Add +21.2% | 1,528 | $922K |
| Greystone Financial Group, LLC | 0.14% | Reduce -5.0% | 1,527 | $921K |
| Clarendon Private LLC | 0.78% | Add +0.3% | 1,522 | $918K |
| Peterson Wealth Services | 0.23% | Add +188.6% | 1,515 | $914K |
| Wood Tarver Financial Group, LLC | 0.26% | Reduce -0.7% | 1,516 | $914K |
| Gen-Wealth Partners Inc | 0.29% | No change | 1,513 | $913K |
| Pure Financial Advisors, LLC | 0.01% | Add +170.5% | 1,512 | $912K |
| American Money Management, LLC | 0.14% | Reduce -0.2% | 1,510 | $911K |
| Warner Financial, Inc. | 0.31% | Add +0.1% | 1,504 | $907K |
| CCG Wealth Management, LLC | 0.39% | Add +18.1% | 1,502 | $906K |
| Retirement Capital Strategies | 0.34% | No change | 1,502 | $906K |
| Elevation Wealth Partners, LLC | 0.32% | Add +0.1% | 1,499 | $904K |
| Prosperity Planning, Inc. | 0.33% | Reduce -1.6% | 1,497 | $903K |
| T. Rowe Price Associates Inc. | 0.00% | Add +86.8% | 1,494 | $902K |
| Vista Investment Management | 0.30% | No change | 1,494 | $901K |
| General Partner, Inc. | 0.51% | No change | 1,484 | $895K |
| Coastal Bridge Advisors, LLC | 0.07% | Add +8.7% | 1,482 | $894K |
| AE Wealth Management LLC | 0.01% | Add +1.4% | 1,479 | $892K |
| Larson Financial Group LLC | 0.03% | Add +123.9% | 1,471 | $888K |
| Roberts Glore & Co. Inc. | 0.24% | No change | 1,471 | $887K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.69% | — | 1,469 | $886K |
| Rialto Wealth Management, LLC | 0.21% | Reduce -0.5% | 1,463 | $883K |
| Pettinga Financial Advisors LLC | 0.17% | Reduce -0.9% | 1,463 | $883K |
| Tritonpoint Wealth, LLC | 0.09% | No change | 1,457 | $882K |
| Rothschild Capital Partners, LLC | 0.21% | Add +0.3% | 1,457 | $879K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -0.7% | 1,455 | $878K |
| Petix & Botte Co | 0.20% | No change | 1,450 | $875K |
| Park National Corp. | 0.03% | Add +13.4% | 1,450 | $875K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.3% | 1,447 | $873K |
| MontVue Capital Management, Inc. | 0.58% | Add +2.1% | 1,447 | $873K |
| BigSur Wealth Management LLC | 0.21% | No change | 1,440 | $872K |
| Carrera Capital Advisors | 0.15% | Reduce -0.3% | 1,427 | $864K |
| Quadrant Private Wealth Management, LLC | 0.14% | Add +1.6% | 1,426 | $863K |
| Panoramic Capital Partners, LLC | 0.53% | No change | 1,429 | $862K |
| Clarius Group, LLC | 0.05% | No change | 1,426 | $860K |
| IFP Advisors, Inc | 0.02% | Reduce -7.5% | 1,416 | $854K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.3% | 1,415 | $854K |
| WealthSpring Partners, LLC | 0.87% | — | 1,414 | $853K |
| Leisure Capital Management | 0.28% | No change | 1,405 | $848K |
| LCNB Corp. | 0.28% | Reduce -2.4% | 1,405 | $848K |
| Samalin Investment Counsel, LLC | 0.30% | Reduce -1.8% | 1,402 | $846K |
| Lam Group, Inc. | 0.48% | No change | 1,400 | $845K |
| Douglass Winthrop Advisors, LLC | 0.01% | Add +30.4% | 1,400 | $845K |
| Fiduciary Alliance LLC | 0.06% | Add +8.6% | 1,398 | $844K |
| Sawgrass Asset Management LLC | 0.10% | No change | 1,393 | $840K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.4% | 1,388 | $837K |
| Andrews, Lucia Wealth Management LLC | 0.50% | No change | 1,382 | $834K |
| Fca Corp. | 0.23% | No change | 1,380 | $833K |
| M. Kraus & Co | 0.23% | No change | 1,375 | $830K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +0.1% | 1,372 | $828K |
| Towne Trust Company, N.A | 0.26% | Reduce -2.4% | 1,370 | $826K |
| Harmony Asset Management LLC | 0.28% | No change | 1,369 | $826K |
| Ashford Advisors, LLC | 0.18% | No change | 1,361 | $824K |
| D.A. Davidson & Co. | 0.01% | Reduce -2.0% | 1,365 | $824K |
| Opulen Financial Group LLC | 0.60% | Add +16.8% | 1,363 | $822K |
| BankPlus Trust Department | 0.21% | Reduce -1.3% | 1,362 | $822K |
| Omega Financial Group, LLC | 0.27% | Reduce -3.7% | 1,361 | $821K |
| McGuire Investment Group, LLC | 0.09% | Reduce -1.2% | 1,354 | $817K |
| Impact Capital Partners LLC | 0.24% | Add +67.5% | 1,345 | $811K |
| Glaxis Capital Management, LLC | 1.38% | Reduce -31.3% | 1,340 | $808K |
| United Community Bank | 0.30% | Reduce -2.5% | 1,337 | $807K |
| 3EDGE Asset Management, LP | 0.04% | Add +22.5% | 1,334 | $805K |
| Aspen Grove Capital, LLC | 0.14% | Add +165.1% | 1,328 | $805K |
| Viawealth, LLC | 0.45% | No change | 1,325 | $799K |
| Hohimer Wealth Management, LLC | 0.11% | No change | 1,316 | $794K |
| Kovack Advisors, Inc. | 0.04% | New | 1,300 | $784K |
| TradeLink Capital LLC | 6.27% | Add +42.9% | 1,300 | $784K |
| Appleton Partners Inc. | 0.05% | Reduce -9.7% | 1,300 | $784K |
| Schrum Private Wealth Management LLC | 0.58% | No change | 1,298 | $783K |
| Pacific Financial Group Inc. | 0.43% | Reduce -25.9% | 1,290 | $778K |
| Compass Capital Corp. /Ma/ | 0.30% | Reduce -55.6% | 1,185 | $777K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.1% | 1,284 | $774K |
| Prosperity Bancshares Inc | 0.70% | — | 1,277 | $770K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 1,268 | $765K |
| TruNorth Capital Management, LLC | 0.14% | No change | 1,265 | $763K |
| Sentinel Wealth Management, Inc. | 0.63% | No change | 1,260 | $763K |
| Holistic Financial Partners | 0.28% | Reduce -2.3% | 1,258 | $759K |
| Miramar Capital, LLC | 0.17% | No change | 1,252 | $755K |
| Rise Advisors, LLC | 0.27% | Add +20.7% | 1,249 | $754K |
| STAR Financial Bank | 0.38% | No change | 1,245 | $751K |
| Benjamin Edwards Inc. | 0.01% | No change | 1,245 | $751K |
| German American Bancorp, Inc. | 0.06% | No change | 1,242 | $750K |
| Pasadena Private Wealth, LLC | 0.10% | No change | 1,237 | $746K |
| Urban Financial Advisory Corp | 0.29% | Add +0.2% | 1,236 | $746K |
| Nicolet Bankshares Inc. | 0.12% | Reduce -0.5% | 1,235 | $745K |
| HM Payson & Co. | 0.01% | Reduce -11.9% | 1,228 | $741K |
| CGN Advisors LLC | 0.06% | No change | 1,225 | $739K |
| ORBA Wealth Advisors, L.L.C. | 0.64% | Reduce -26.0% | 1,224 | $738K |
| Simon Quick Advisors, LLC | 0.03% | Add +0.9% | 1,224 | $738K |
| Kaydan Wealth Management, Inc. | 0.21% | No change | 1,220 | $736K |
| FAS Wealth Partners, Inc. | 0.05% | No change | 1,214 | $733K |
| AlphaCore Capital LLC | 0.02% | Add +125.6% | 1,209 | $729K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -3.0% | 1,208 | $729K |
| Peak Planning Group, LLC | 0.20% | Reduce -2.5% | 1,207 | $728K |
| Ghe, LLC | 0.24% | New | 1,200 | $724K |
| First American Trust, FSB | 0.05% | Add +202.5% | 1,195 | $721K |
| Sage Mountain Advisors LLC | 0.04% | No change | 1,190 | $718K |
| Apeiron RIA LLC | 0.15% | Add +17.1% | 1,132 | $716K |
| Mission Wealth Management, LP | 0.01% | No change | 1,185 | $715K |
| Aerodigm Wealth, LLC | 0.27% | No change | 1,178 | $711K |
| Brightwater Advisory LLC | 0.48% | Reduce -1.8% | 1,177 | $710K |
| CX Institutional | 0.02% | Add +9.3% | 1,176 | $709K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -7.0% | 1,175 | $709K |
| CDM Financial Counseling Services, Inc. | 0.66% | — | 1,172 | $707K |
| Marion Wealth Management | 0.16% | Add +0.3% | 1,111 | $707K |
| River Wealth Advisors LLC | 0.08% | Reduce -0.2% | 1,171 | $706K |
| XTX Topco Ltd | 0.02% | New | 1,171 | $706K |
| WealthPLAN Partners, LLC | 0.10% | Reduce -8.3% | 1,165 | $703K |
| Venture Visionary Partners LLC | 0.02% | No change | 1,162 | $701K |
| Stanich Group LLC | 0.53% | Add +0.1% | 1,161 | $701K |
| Truepoint, Inc. | 0.02% | Reduce -1.6% | 1,157 | $698K |
| Parkside Financial Bank & Trust | 0.05% | No change | 1,152 | $695K |
| North Star Asset Management Inc. | 0.03% | No change | 1,151 | $694K |
| Finivi Inc. | 0.40% | Add +45.5% | 1,151 | $694K |
| Livet Wealth, LLC | 0.43% | — | 1,150 | $694K |
| Pacific Sun Financial Corp | 0.33% | Reduce -1.9% | 1,142 | $690K |
| Round Rock Advisors LLC | 0.10% | Reduce -0.8% | 1,144 | $690K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $688K |
| New Hampshire Trust | 0.13% | No change | 1,134 | $684K |
| Single Point Partners, LLC | 0.13% | Reduce -9.4% | 1,131 | $682K |
| Stone Summit Wealth LLC | 0.18% | Reduce -4.7% | 1,128 | $681K |
| Jacksonville Wealth Management, LLC | 0.48% | Reduce -0.9% | 1,126 | $680K |
| Nemes Rush Group LLC | 0.06% | Reduce -1.5% | 1,121 | $676K |
| City National Bank of Florida | 0.44% | No change | 1,119 | $675K |
| Boyum Wealth Architects LLC | 0.31% | New | 1,054 | $671K |
| BLB&B Advisors, LLC | 0.03% | Add +0.3% | 1,110 | $670K |
| Summit Asset Management, LLC | 0.09% | No change | 1,108 | $668K |
| Tudor Investment Corporation | 0.00% | New | 1,105 | $667K |
| Advocacy Wealth Management, LLC | 0.03% | New | 1,104 | $666K |
| Blue Trust, Inc. | 0.01% | Add +22.9% | 1,102 | $665K |
| Vise Technologies, Inc. | 0.01% | New | 1,093 | $659K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.8% | 1,089 | $657K |
| Kanawha Capital Management LLC | 0.05% | Reduce -3.4% | 1,086 | $655K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -0.2% | 1,083 | $654K |
| Howland Capital Management LLC | 0.02% | Reduce -0.9% | 1,077 | $652K |
| Fagan Associates, Inc. | 0.09% | No change | 1,077 | $650K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.3% | 1,075 | $649K |
| McIlrath & Eck, LLC | 0.06% | No change | 1,075 | $649K |
| Royal Fund Management, LLC | 0.06% | New | 1,075 | $649K |
| Certified Advisory Corp | 0.06% | Add +0.3% | 1,072 | $646K |
| Mirador Capital Partners LP | 0.09% | Add +0.6% | 1,067 | $644K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 1,064 | $642K |
| River Street Advisors LLC | 0.24% | Reduce -0.6% | 1,063 | $641K |
| Fortress Private Ledger, LLC | 0.21% | Reduce -18.9% | 1,059 | $639K |
| First Western Trust Bank | 0.03% | No change | 1,055 | $636K |
| Cypress Capital, LLC | 0.18% | Reduce -4.7% | 1,054 | $636K |
| RFG - Bristol Wealth Advisors, LLC | 0.18% | New | 1,054 | $636K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.6% | 1,053 | $635K |
| Daytona Street Capital LLC | 0.49% | — | 1,050 | $633K |
| WBH Advisory Inc. | 0.05% | Add +0.1% | 1,046 | $631K |
| Citizens Business Bank | 0.10% | Add +119.2% | 1,041 | $628K |
| Grey Ledge Advisors, LLC | 0.14% | Add +3.7% | 1,040 | $627K |
| First National Trust Co | 0.02% | No change | 1,039 | $627K |
| WorthPointe, LLC | 0.16% | No change | 1,032 | $623K |
| VestGen Advisors, LLC | 0.03% | Reduce -10.7% | 1,031 | $622K |
| Members Trust Co | 0.02% | No change | 1,030 | $621K |
| Savvy Advisors, Inc. | 0.02% | New | 1,027 | $620K |
| United Bank | 0.08% | No change | 1,025 | $618K |
| Baxter Bros Inc. | 0.07% | No change | 1,023 | $617K |
| Sanders Morris Harris LLC | 0.95% | No change | 1,000 | $615K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +0.1% | 1,017 | $614K |
| FWG Holdings, LLC | 0.23% | No change | 977 | $613K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 1,016 | $613K |
| Simplex Trading, LLC | 0.02% | Reduce -79.0% | 1,011 | $610K |
| Spire Wealth Management | 0.02% | No change | 1,010 | $610K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,007 | $608K |
| Connors Investor Services Inc. | 0.05% | Add +10.1% | 1,007 | $608K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 1,000 | $603K |
| Avalon Trust Co | 0.04% | No change | 1,000 | $603K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -31.1% | 999 | $603K |
| Silvia McColl Wealth Management, LLC | 0.40% | No change | 994 | $600K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.0% | 993 | $599K |
| Seven Mile Advisory | 0.10% | Add +44.4% | 992 | $598K |
| Plante Moran Financial Advisors, LLC | 0.04% | Add +0.3% | 992 | $598K |
| Range Advisory, LLC | 0.15% | — | 991 | $598K |
| Tanager Wealth Management LLP | 0.06% | No change | 988 | $596K |
| Broadview Financial Management, LLC | 0.40% | Reduce -0.6% | 986 | $595K |
| Pollock Investment Advisors, LLC | 0.44% | No change | 985 | $594K |
| Smithfield Trust Co | 0.03% | Reduce -27.6% | 984 | $591K |
| Titleist Asset Management, LLC | 0.05% | Reduce -0.1% | 977 | $589K |
| SevenBridge Financial Group, LLC | 0.09% | No change | 917 | $583K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Add +0.1% | 888 | $582K |
| Maren Capital LLC | 0.03% | No change | 964 | $582K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -45.3% | 961 | $580K |
| BSW Wealth Partners | 0.07% | Reduce -13.6% | 960 | $579K |
| Centiva Capital, LP | 0.04% | New | 960 | $579K |
| Clear Trail Advisors, LLC | 0.13% | — | 953 | $575K |
| Tower View Wealth Management LLC | 0.28% | Reduce -4.4% | 953 | $575K |
| Glenview Trust Co | 0.01% | Add +7.0% | 952 | $574K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -2.4% | 873 | $572K |
| Evernest Financial Advisors, LLC | 0.12% | No change | 871 | $571K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Reduce -4.7% | 935 | $567K |
| Seelaus Asset Management LLC | 0.46% | No change | 939 | $566K |
| Bell Bank | 0.02% | Reduce -17.6% | 935 | $564K |
| Cfo Capital Management LLC | 0.42% | — | 932 | $562K |
| Genesis Wealth Advisors, LLC | 0.38% | Reduce -3.1% | 931 | $562K |
| Northland Securities, Inc. | 0.54% | — | 928 | $560K |
| HCR Wealth Advisors | 0.06% | No change | 926 | $559K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -15.8% | 926 | $559K |
| Lee Danner & Bass Inc. | 0.04% | No change | 925 | $558K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.3% | 922 | $556K |
| JNBA Financial Advisors | 0.05% | Reduce -0.4% | 920 | $555K |
| Leo Wealth, LLC | 0.04% | Reduce -5.5% | 920 | $555K |
| Trillium Asset Management, LLC | 0.02% | No change | 920 | $555K |
| Stablepoint Partners, LLC | 0.09% | Add +5.8% | 914 | $552K |
| Flynn Zito Capital Management, LLC | 0.20% | Add +0.2% | 911 | $550K |
| Dentgroup LLC | 0.37% | Reduce -38.6% | 904 | $545K |
| First PREMIER Bank | 0.12% | No change | 902 | $544K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 899 | $543K |
| Advisors Capital Management, LLC | 0.01% | No change | 897 | $541K |
| Vertex Planning Partners, LLC | 0.12% | No change | 891 | $538K |
| Creekside Partners | 0.23% | Reduce -0.7% | 889 | $536K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.8% | 888 | $536K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +12.7% | 888 | $536K |
| First Business Financial Services, Inc. | 0.05% | No change | 887 | $535K |
| Congress Asset Management Co. | 0.00% | Reduce -45.0% | 887 | $535K |
| Forum Financial Management, LP | 0.01% | No change | 885 | $534K |
| StoneX Group Inc. | 0.02% | No change | 880 | $533K |
| Coordinated Financial Services, Inc. | 0.31% | Add +9.6% | 883 | $533K |
| Guyasuta Investment Advisors Inc. | 0.03% | Add +0.1% | 879 | $530K |
| MRWM Advisors, LLC | 0.28% | Reduce -4.6% | 878 | $530K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Reduce -1.9% | 874 | $527K |
| Huntleigh Advisors, Inc. | 0.09% | No change | 870 | $525K |
| Naviter Wealth, LLC | 0.07% | No change | 866 | $524K |
| Eagle Strategies LLC | 0.07% | Reduce -7.1% | 866 | $523K |
| Rovin Capital /Ut/ | 0.14% | Reduce -2.1% | 855 | $516K |
| Rockline Wealth Management, LLC | 0.11% | No change | 855 | $516K |
| Shepherd Financial Partners LLC | 0.05% | New | 855 | $516K |
| Litman Gregory Wealth Management LLC | 0.04% | No change | 852 | $514K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 849 | $512K |
| Montis Financial, LLC | 0.10% | Reduce -0.2% | 848 | $511K |
| DWR Wealth Management, LLC | 0.47% | — | 836 | $510K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 844 | $509K |
| Principal Securities, Inc. | 0.01% | No change | 841 | $508K |
| Missouri Trust & Investment Co | 0.15% | No change | 841 | $507K |
| Platform Technology Partners | 0.11% | No change | 841 | $507K |
| Abound Financial, LLC | 0.20% | No change | 839 | $506K |
| Apollon Financial, LLC | 0.07% | No change | 838 | $506K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 835 | $506K |
| Canal Capital Management, LLC | 0.07% | Reduce -5.5% | 837 | $505K |
| Harbour Investment Management LLC | 0.27% | No change | 833 | $505K |
| Citadel Advisors | 0.00% | Reduce -6.9% | 834 | $503K |
| Hobart Private Capital, LLC | 0.10% | Add +105.5% | 826 | $498K |
| Blackston Financial Advisory Group, LLC | 0.30% | Reduce -16.6% | 818 | $493K |
| Toth Financial Advisory Corp. | 0.05% | Reduce -0.3% | 811 | $489K |
| Parcion Private Wealth LLC | 0.03% | No change | 810 | $489K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $483K |
| Cohen Klingenstein LLC | 0.01% | No change | 800 | $483K |
| Almanack Investment Partners, LLC. | 0.08% | Reduce -49.5% | 799 | $482K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 798 | $481K |
| Invenomic Capital Management LP | 0.02% | No change | 797 | $481K |
| CoreCap Advisors, LLC | 0.02% | Add +5.4% | 795 | $480K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -96.0% | 795 | $480K |
| Rehmann Capital Advisory Group | 0.02% | No change | 792 | $478K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 792 | $478K |
| Orleans Capital Management Corp. | 0.30% | No change | 791 | $477K |
| Ancora Advisors LLC | 0.01% | Reduce -7.1% | 790 | $477K |
| Diesslin Group, Inc. | 0.19% | — | 789 | $476K |
| One Charles Private Wealth Services, LLC | 0.12% | Add +109.0% | 788 | $476K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.0% | 782 | $472K |
| Park Avenue Securities LLC | 0.00% | Add +39.0% | 781 | $471K |
| Objectivity Squared, LLC | 0.26% | Add +0.3% | 780 | $471K |
| Summit Place Financial Advisors, LLC | 0.23% | No change | 780 | $471K |
| Arax Advisory Partners | 0.01% | Add +154.1% | 780 | $471K |
| Ritholtz Wealth Management | 0.01% | Add +74.0% | 776 | $468K |
| Kintra Wealth, LLC | 0.06% | New | 766 | $462K |
| Harbor Group, Inc. | 0.07% | New | 760 | $458K |
| Curated Wealth Partners LLC | 0.05% | New | 759 | $458K |
| Maxele Advisors, LLC | 0.37% | No change | 758 | $457K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -11.6% | 757 | $457K |
| LS Investment Advisors, LLC | 0.06% | No change | 753 | $454K |
| CRA Financial Services, LLC | 0.06% | No change | 753 | $454K |
| Neumann Capital Management, LLC | 0.13% | No change | 750 | $452K |
| TMB Capital Partners, LLC | 0.15% | — | 749 | $452K |
| Rodgers Brothers Inc. | 0.05% | No change | 748 | $451K |
| Tred Avon Family Wealth, LLC | 0.15% | No change | 747 | $451K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -1.9% | 741 | $449K |
| PFG Investments, LLC | 0.02% | Add +2.5% | 741 | $447K |
| Breachway Investments LLC | 0.47% | — | 734 | $443K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 734 | $443K |
| Betterment LLC | 0.00% | Add +8.0% | 732 | $442K |
| Ardent Capital Management, Inc. | 0.17% | No change | 730 | $440K |
| Pioneer Trust Bank N A | 0.10% | Reduce -0.6% | 728 | $439K |
| Arrowroot Family Office, LLC | 0.16% | Reduce -5.9% | 723 | $436K |
| Wagner Wealth Management, LLC | 0.09% | New | 722 | $436K |
| PFG Advisors | 0.02% | Reduce -89.7% | 721 | $435K |
| Isthmus Partners, LLC | 0.05% | Add +38.6% | 718 | $433K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -1.0% | 717 | $433K |
| Measured Risk Portfolios, Inc. | 0.50% | Add +0.1% | 717 | $433K |
| Ellerson Group Inc. | 0.29% | No change | 715 | $431K |
| Field & Main Bank | 0.12% | No change | 714 | $431K |
| Lawood & Co. | 0.41% | — | 710 | $428K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 708 | $427K |
| Selby Wealth Management, LLC | 0.17% | — | 706 | $426K |
| Coquina Private Wealth LLC | 0.34% | — | 706 | $426K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -2.8% | 704 | $425K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 704 | $425K |
| Hickory Point Bank & Trust | 0.31% | No change | 703 | $424K |
| Watershed Private Wealth LLC | 0.13% | No change | 702 | $424K |
| Black Diamond Financial, LLC | 0.04% | No change | 702 | $424K |
| Arwa LLC | 0.25% | — | 702 | $423K |
| Money Concepts Capital Corp. | 0.02% | New | 701 | $423K |
| Brand Asset Management Group, Inc. | 0.12% | No change | 701 | $423K |
| Aberdeen Wealth Management LLC | 0.20% | No change | 701 | $423K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -6.6% | 698 | $423K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -0.1% | 699 | $422K |
| Catalyst Financial Partners LLC | 0.05% | No change | 699 | $422K |
| OneAscent Financial Services LLC | 0.04% | Reduce -61.8% | 699 | $422K |
| Retirement Planning Co of New England, Inc. | 0.17% | No change | 698 | $421K |
| Waters Parkerson & Co., LLC | 0.02% | Add +16.0% | 690 | $416K |
| JDM Financial Group LLC | 0.16% | No change | 689 | $416K |
| Colonial Trust Co / SC | 0.06% | Add +2.4% | 689 | $416K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -0.1% | 688 | $415K |
| CM Wealth Advisors LLC | 0.09% | Add +8.9% | 685 | $415K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 687 | $414K |
| Steinberganna Wealth Management | 0.19% | Add +0.3% | 686 | $414K |
| Capital Advisors Inc. | 0.01% | No change | 683 | $412K |
| Moss Adams Wealth Advisors LLC | 0.03% | No change | 679 | $411K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 681 | $411K |
| Carret Asset Management, LLC | 0.04% | No change | 675 | $407K |
| Genesis Private Wealth, LLC | 0.13% | New | 672 | $405K |
| McMillan Office, Inc. | 0.05% | — | 670 | $404K |
| Ayrshire Capital Management LLC | 0.18% | No change | 667 | $402K |
| Wealth Architects, LLC | 0.04% | Reduce -12.7% | 666 | $402K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 662 | $399K |
| Bogart Wealth, LLC | 0.02% | No change | 660 | $398K |
| Keudell/Morrison Wealth Management | 0.08% | — | 658 | $397K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $395K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $395K |
| Ruggaard & Associates LLC | 0.15% | No change | 650 | $392K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 650 | $392K |
| Washington Trust Bank | 0.03% | Reduce -3.4% | 649 | $392K |
| Avity Investment Management Inc. | 0.03% | No change | 645 | $389K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $389K |
| Colter Lewis Investment Partners LLC | 0.45% | — | 640 | $387K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 637 | $384K |
| Integrity Alliance, Llc. | 0.01% | Add +42.9% | 636 | $384K |
| MLP3, LLC | 0.41% | — | 622 | $375K |
| Asset Dedication, LLC | 0.02% | No change | 622 | $375K |
| Aureus Asset Management, LLC | 0.02% | New | 620 | $374K |
| PGIM Custom Harvest LLC | 0.01% | No change | 619 | $373K |
| BlueSky Wealth Advisors, LLC | 0.05% | No change | 618 | $373K |
| SYM FINANCIAL Corp | 0.04% | Add +3.0% | 618 | $373K |
| Eagle Bay Advisors LLC | 0.27% | New | 613 | $371K |
| Howard Capital Management Group, LLC | 0.02% | Reduce -6.1% | 615 | $371K |
| Pandora Wealth, Inc. | 0.22% | No change | 613 | $370K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -21.9% | 612 | $369K |
| Roehl & Yi Investment Advisors, LLC | 0.15% | No change | 603 | $364K |
| Seascape Capital Management | 0.10% | Reduce -12.8% | 600 | $362K |
| Summa Corp. | 0.16% | No change | 600 | $362K |
| TriaGen Wealth Management LLC | 0.09% | No change | 600 | $362K |
| Trail Ridge Investment Advisors, LLC | 0.16% | Reduce -15.6% | 599 | $361K |
| Scarborough Advisors, LLC | 0.06% | Reduce -0.3% | 598 | $361K |
| Ledyard National Bank | 0.03% | No change | 598 | $361K |
| Corsair Capital Management, L.P. | 0.06% | No change | 597 | $360K |
| Members Wealth LLC | 0.22% | Reduce -2.8% | 562 | $357K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -4.8% | 592 | $357K |
| Claro Advisors Inc. | 0.05% | Reduce -6.0% | 592 | $357K |
| Astoria Portfolio Advisors LLC. | 0.08% | Reduce -73.1% | 551 | $357K |
| Well Done, LLC | 0.05% | No change | 590 | $356K |
| Patton Albertson Miller Group, LLC | 0.04% | Add +61.6% | 590 | $356K |
| Beaird Harris Wealth Management, LLC | 0.02% | New | 588 | $355K |
| Lifestyle Asset Management, Inc. | 0.12% | Add +22.3% | 586 | $354K |
| Berkeley, Inc | 0.11% | No change | 586 | $354K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.5% | 585 | $353K |
| Financial Council, LLC | 0.14% | No change | 585 | $353K |
| Wedmont Private Capital | 0.01% | No change | 565 | $352K |
| REDW Wealth LLC | 0.13% | Add +0.3% | 581 | $350K |
| Cortland Associates Inc. | 0.04% | No change | 580 | $350K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -5.7% | 579 | $350K |
| Norden Group LLC | 0.03% | Reduce -15.7% | 578 | $349K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 575 | $348K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 576 | $347K |
| Heritage Investment Group, Inc. | 0.05% | No change | 575 | $347K |
| Optivise Advisory Services LLC | 0.20% | Reduce -26.8% | 572 | $345K |
| Northeast Planning Associates, Inc. / NH / | 0.24% | No change | 570 | $344K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -41.2% | 570 | $344K |
| Novare Capital Management LLC | 0.03% | Add +5.0% | 568 | $343K |
| Financial Counselors Inc. | 0.48% | Reduce -0.3% | 568 | $343K |
| J. Team Financial, Inc. | 0.34% | Reduce -7.8% | 565 | $341K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -1.9% | 564 | $341K |
| Paragon Capital Management LLC | 0.17% | No change | 563 | $340K |
| Bridges Investment Management Inc. | 0.00% | Reduce -14.7% | 563 | $340K |
| NWF Advisory Services Inc. | 0.04% | No change | 562 | $339K |
| Meeder Advisory Services, Inc. | 0.01% | No change | 562 | $339K |
| ArborFi Advisors, LLC | 0.27% | Reduce -7.8% | 558 | $337K |
| High Net Worth Advisory Group LLC | 0.08% | Add +0.2% | 557 | $336K |
| UMB Bank, n.a. | 0.00% | Add +95.4% | 557 | $336K |
| Anchor Capital Advisors LLC | 0.01% | No change | 555 | $335K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 554 | $334K |
| WP Advisors, LLC | 0.08% | Add +0.4% | 553 | $334K |
| Redwood Park Advisors LLC | 0.23% | Reduce -27.1% | 553 | $333K |
| 49 Wealth Management, LLC | 0.03% | Reduce -5.0% | 550 | $332K |
| Heritage Trust Co | 0.03% | No change | 544 | $328K |
| Fisher Asset Management | 0.00% | New | 541 | $327K |
| Empirical Asset Management, LLC | 0.09% | Add +0.2% | 541 | $326K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 536 | $325K |
| BIP Wealth, LLC | 0.01% | New | 538 | $324K |
| Councilor Wealth, LLC | 0.15% | Reduce -0.2% | 537 | $324K |
| Ballast Rock Private Wealth LLC | 0.20% | — | 535 | $324K |
| XY Planning Network, Inc. | 0.06% | Reduce -12.3% | 534 | $322K |
| LRI Investments, LLC | 0.03% | Reduce -3.8% | 532 | $321K |
| Visionary Wealth Advisors | 0.01% | No change | 529 | $319K |
| Sound Portfolio Advisors, LLC | 0.27% | — | 526 | $317K |
| Medallion Wealth Advisors, LLC | 0.11% | Add +0.2% | 524 | $316K |
| Bangor Savings Bank | 0.03% | Reduce -0.2% | 523 | $316K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 523 | $316K |
| Trexquant Investment LP | 0.00% | Reduce -31.6% | 523 | $316K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $315K |
| 2UniFi Bank | 0.15% | Reduce -2.1% | 521 | $314K |
| Guidance Point Advisors, LLC | 0.07% | Add +3.0% | 517 | $313K |
| Wealthcare Capital Management LLC | 0.03% | No change | 519 | $313K |
| S.A. Mason LLC | 0.12% | Reduce -26.9% | 516 | $311K |
| Camden National Bank | 0.04% | No change | 516 | $311K |
| Libra Wealth LLC | 0.09% | No change | 515 | $311K |
| Strategic Advisors LLC | 0.05% | Reduce -45.8% | 511 | $308K |
| Golden Road Advisors LLC | 0.17% | New | 508 | $306K |
| Kwmg, LLC | 0.03% | No change | 508 | $306K |
| Pathfinder Wealth Consulting, Inc. | 0.19% | — | 504 | $304K |
| Good Harbor Advisors, Inc. | 0.35% | — | 503 | $303K |
| Shaker Investments LLC | 0.13% | Reduce -18.3% | 500 | $302K |
| Evolution Wealth Advisors, LLC | 0.03% | Reduce -16.0% | 500 | $302K |
| MBL Wealth, LLC | 0.02% | No change | 500 | $302K |
| Progressive Investment Management Corp | 0.07% | Reduce -10.1% | 499 | $301K |
| Burney Co./ | 0.01% | No change | 497 | $300K |
| Nations Financial Group Inc, /Ia/ | 0.02% | No change | 494 | $299K |
| Granite Harbor Advisors, Inc. | 0.13% | Reduce -3.7% | 491 | $296K |
| Western Reserve Capital Management, LLC | 0.27% | — | 488 | $294K |
| marrick wealth, LLC | 0.24% | — | 488 | $294K |
| Evolve Private Wealth, LLC | 0.02% | — | 484 | $293K |
| Cypress Wealth Services, LLC | 0.04% | No change | 485 | $293K |
| Bfsg, LLC | 0.03% | No change | 485 | $293K |
| Keel Point, LLC | 0.02% | Reduce -0.2% | 484 | $292K |
| Tranquility Partners, LLC | 0.10% | No change | 483 | $291K |
| Maryland Capital Advisors Inc. | 0.10% | No change | 476 | $287K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 475 | $287K |
| Index Fund Advisors, Inc. | 0.01% | No change | 474 | $286K |
| Lesa Sroufe & Co | 0.21% | No change | 470 | $284K |
| Thompson Davis & Co., Inc. | 0.17% | Reduce -8.0% | 470 | $284K |
| JSF Financial, LLC | 0.06% | Reduce -9.5% | 469 | $283K |
| PDS Planning, Inc | 0.02% | No change | 468 | $282K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 467 | $282K |
| Essex Bank | 0.06% | Reduce -4.1% | 467 | $282K |
| Bensler, LLC | 0.03% | Add +0.2% | 466 | $281K |
| WealthTrust Axiom LLC | 0.07% | No change | 466 | $281K |
| Financial Partners Group, Inc | 0.03% | No change | 448 | $281K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $281K |
| IHT Wealth Management, LLC | 0.01% | Add +5.2% | 465 | $281K |
| Root Financial Partners, LLC | 0.01% | No change | 465 | $280K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +0.2% | 464 | $280K |
| Sapient Capital LLC | 0.00% | No change | 457 | $280K |
| SouthState Bank Corp | 0.01% | No change | 463 | $279K |
| Aspen Investment Management Inc | 0.08% | No change | 463 | $279K |
| Ticino Wealth | 0.10% | — | 460 | $278K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $278K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 460 | $278K |
| Global Assets Advisory, LLC | 0.08% | No change | 459 | $277K |
| Evergreen Capital Management LLC | 0.01% | Reduce -14.4% | 457 | $277K |
| Adkins Seale Capital Management LLC | 0.27% | — | 458 | $276K |
| Ruggiero Investments, Inc. | 0.25% | — | 458 | $276K |
| Creative Financial Designs Inc. | 0.02% | Reduce -0.9% | 457 | $276K |
| Northstar Asset Management Inc. | 0.07% | Reduce -0.2% | 456 | $275K |
| Signet Financial Management, LLC | 0.03% | Reduce -20.1% | 456 | $275K |
| American National Bank of Texas | 0.26% | No change | 450 | $271K |
| Alkeme Wealth, LLC | 0.12% | No change | 450 | $271K |
| Gateway Wealth Partners, LLC | 0.03% | No change | 450 | $271K |
| Entrust Financial LLC | 0.20% | — | 450 | $271K |
| Avior Wealth Management, LLC | 0.01% | Reduce -12.7% | 448 | $270K |
| Fermata Advisors, LLC | 0.06% | Add +2.5% | 447 | $270K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 445 | $269K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 445 | $268K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 445 | $268K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.2% | 427 | $268K |
| Aquire Wealth Advisors, LLC | 0.07% | No change | 444 | $268K |
| Gladwyn Financial Advisors, Inc. | 0.19% | Add +1.6% | 444 | $268K |
| Oder Investment Management, LLC | 0.19% | No change | 443 | $267K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.1% | 443 | $267K |
| National Bank of Canada | 0.00% | Add +7.8% | 443 | $267K |
| BlueChip Wealth Advisors LLC | 0.11% | Add +7.0% | 442 | $267K |
| TD Asset Management Inc | 0.00% | Reduce -18.4% | 442 | $267K |
| Heritage Wealth Management, Inc. | 0.07% | No change | 441 | $266K |
| Belpointe Asset Management LLC | 0.01% | New | 439 | $265K |
| Shufro Rose & Co. LLC | 0.02% | Add +2.4% | 436 | $263K |
| Signaturefd, LLC | 0.00% | No change | 436 | $263K |
| Factor Wealth Management LTD | 0.06% | Add +0.2% | 436 | $263K |
| Vision Retirement, LLC | 0.07% | — | 434 | $262K |
| Inscription Capital, LLC | 0.03% | Add +0.2% | 434 | $262K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | Reduce -8.5% | 433 | $261K |
| Simplicity Wealth,LLC | 0.02% | Reduce -72.5% | 432 | $261K |
| Briaud Financial Planning Inc | 0.06% | New | 432 | $261K |
| Allegheny Financial Group | 0.04% | Reduce -3.4% | 431 | $261K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +0.2% | 427 | $261K |
| William Mack & Associates, Inc. | 0.12% | No change | 431 | $260K |
| Flagship Private Wealth, LLC | 0.10% | Add +0.2% | 431 | $260K |
| Van Strum & Towne Inc. | 0.07% | No change | 430 | $259K |
| Noesis Capital Mangement Corp. | 0.04% | New | 430 | $259K |
| Broadway Wealth Solutions, Inc. | 0.14% | No change | 427 | $258K |
| Legacy Trust | 0.05% | Reduce -1.2% | 426 | $257K |
| Unified Investment Management | 0.26% | No change | 425 | $256K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $256K |
| Investment Partners, LTD. | 0.09% | No change | 424 | $256K |
| Edgestream Partners, L.P. | 0.01% | New | 423 | $255K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 422 | $255K |
| CapWealth Advisors, LLC | 0.02% | Reduce -1.6% | 422 | $255K |
| Excalibur Management Corp. | 0.09% | Reduce -0.2% | 421 | $254K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 420 | $253K |
| Lowery Thomas, LLC | 0.14% | Reduce -10.5% | 419 | $253K |
| Bar Harbor Wealth Management | 0.01% | Reduce -17.9% | 414 | $250K |
| Trust Co | 0.02% | No change | 411 | $248K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.3% | 409 | $246K |
| First Pacific Financial | 0.03% | Reduce -5.6% | 408 | $246K |
| Powerhouse Assets LLC | 0.22% | — | 408 | $246K |
| Great Lakes Advisors, LLC | 0.00% | New | 406 | $245K |
| OxenFree Capital LLC | 0.13% | New | 405 | $244K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 405 | $244K |
| Geneos Wealth Management Inc. | 0.01% | No change | 404 | $244K |
| Alexander Randolph Advisory, Inc. | 0.20% | No change | 404 | $244K |
| Counterweight Ventures, LLC | 0.14% | No change | 400 | $241K |
| Alpha Zero LLC | 0.13% | No change | 400 | $241K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $241K |
| SkyOak Wealth, LLC | 0.04% | No change | 400 | $241K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $241K |
| Stonebridge Financial Group, LLC / MO | 0.21% | — | 398 | $240K |
| Objective Capital Management, LLC | 0.24% | Add +0.3% | 397 | $240K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $240K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -16.0% | 395 | $238K |
| FSM Wealth Advisors, LLC | 0.03% | Reduce -5.0% | 395 | $238K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -15.1% | 393 | $238K |
| WealthShield Partners, LLC | 0.03% | Add +13.5% | 394 | $238K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Add +0.3% | 393 | $237K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $236K |
| Debussy Capital Management LP | 0.03% | Add +1.6% | 391 | $236K |
| RiverFront Investment Group, LLC | 0.00% | New | 389 | $235K |
| Everhart Financial Group, Inc. | 0.02% | Reduce -0.5% | 388 | $234K |
| Assetmark, Inc. | 0.00% | Add +85.7% | 388 | $234K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -2.1% | 373 | $233K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $232K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $231K |
| Westside Investment Management, Inc. | 0.04% | Reduce -15.6% | 380 | $231K |
| Foster Group, Inc. | 0.01% | No change | 381 | $230K |
| Breakwater Investment Management | 0.08% | No change | 380 | $229K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 377 | $228K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 377 | $227K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -22.5% | 375 | $226K |
| First Trust Advisors LP | 0.00% | New | 375 | $226K |
| Quadrant Capital Group LLC | 0.01% | Add +23.8% | 375 | $226K |
| Fulton Breakefield Broenniman LLC | 0.01% | Reduce -28.6% | 374 | $226K |
| Orion Capital Management LLC | 0.08% | Reduce -44.5% | 374 | $225K |
| Milestone Asset Management Group, LLC | 0.13% | New | 373 | $225K |
| JB Capital LLC | 0.01% | New | 373 | $225K |
| Atwood & Palmer Inc. | 0.01% | No change | 373 | $225K |
| Stokes Family Office, LLC | 0.02% | No change | 372 | $224K |
| Northeast Investment Management | 0.01% | No change | 372 | $224K |
| Patten & Patten Inc. | 0.01% | No change | 370 | $223K |
| Jacobs & Co. | 0.02% | No change | 370 | $223K |
| Smith Partners Wealth Management, LLC | 0.20% | — | 367 | $221K |
| One Capital Management, LLC | 0.01% | Reduce -71.5% | 365 | $221K |
| Pursue Wealth Partners LLC | 0.11% | No change | 365 | $220K |
| Madden Advisory Services, Inc. | 0.09% | No change | 364 | $220K |
| Mystic Asset Management, Inc. | 0.05% | No change | 364 | $220K |
| First Foundation Advisors | 0.01% | Add +5.2% | 363 | $219K |
| Financial Futures Ltd Liability Co. | 0.10% | Reduce -12.6% | 361 | $218K |
| Tradition Wealth Management, LLC | 0.02% | No change | 361 | $218K |
| Accurate Wealth Management, LLC | 0.03% | New | 346 | $217K |
| Lumbard & Kellner, LLC | 0.08% | No change | 360 | $217K |
| Stonekeep Investments, LLC | 0.14% | No change | 359 | $217K |
| Magnus Financial Group LLC | 0.02% | Reduce -9.3% | 359 | $217K |
| Forbes J M & Co. LLP | 0.02% | Add +5.9% | 358 | $216K |
| Strategic Family Wealth Counselors, L.L.C. | 0.05% | Add +0.3% | 341 | $215K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $214K |
| YHB Investment Advisors, Inc. | 0.01% | Reduce -3.5% | 355 | $214K |
| Proficio Capital Partners LLC | 0.01% | New | 353 | $213K |
| Mendel Money Management | 0.09% | Reduce -15.3% | 353 | $213K |
| Cadinha & Co. LLC | 0.03% | Reduce -12.4% | 353 | $213K |
| American Capital Management Inc. | 0.01% | No change | 353 | $213K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -1.7% | 353 | $213K |
| Kapstone Financial Advisors LLC | 0.11% | No change | 352 | $212K |
| First Commonwealth Financial Corp | 0.04% | Reduce -10.7% | 352 | $212K |
| Dimension Capital Management LLC | 0.03% | No change | 351 | $212K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $212K |
| Purkiss Capital Advisors LLC | 0.10% | No change | 350 | $211K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -27.1% | 350 | $211K |
| Silverlake Wealth Management LLC | 0.05% | No change | 349 | $211K |
| Great Waters Wealth Management | 0.02% | No change | 348 | $210K |
| Modern Wealth Management, LLC | 0.00% | New | 348 | $210K |
| First Interstate Bank | 0.01% | No change | 346 | $209K |
| Meritage Portfolio Management | 0.01% | Reduce -0.3% | 345 | $208K |
| CNB Bank | 0.08% | No change | 344 | $208K |
| Sherry Group, Inc. | 0.22% | — | 340 | $207K |
| Nordwand Advisors, LLC | 0.04% | No change | 342 | $206K |
| Windsor Capital Management, LLC | 0.06% | Reduce -7.1% | 342 | $206K |
| Bayban | 0.18% | — | 340 | $205K |
| Guild Investment Management, Inc. | 0.15% | No change | 340 | $205K |
| Oarsman Capital, Inc. | 0.03% | No change | 340 | $205K |
| Keystone Global Partners, LLC | 0.09% | No change | 339 | $205K |
| Marino, Stram & Associates LLC | 0.04% | Reduce -2.6% | 339 | $204K |
| Integrated Wealth Management | 0.23% | — | 337 | $203K |
| Trust Co. of Toledo NA | 0.02% | Add +131.7% | 336 | $203K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 336 | $203K |
| Nichols & Pratt Advisers LLP | 0.01% | New | 335 | $202K |
| Strategent Financial, LLC | 0.13% | New | 334 | $201K |
| Family Office Research LLC | 0.08% | New | 329 | $201K |
| Occidental Asset Management, LLC | 0.02% | New | 333 | $201K |
| First Bank & Trust | 0.03% | Reduce -3.2% | 332 | $200K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 332 | $200K |
| Silver Oak Advisory Group, Inc. | 0.09% | New | 333 | $200K |
| Darwin Wealth Management, LLC | 0.06% | No change | 304 | $184K |
| Mountain Hill Investment Partners Corp. | 0.13% | No change | 300 | $181K |
| Pingora Partners LLC | 0.11% | No change | 300 | $181K |
| South Plains Financial, Inc. | 0.11% | No change | 298 | $180K |
| Key Financial Inc | 0.03% | No change | 296 | $179K |
| Noble Wealth Management PBC | 0.09% | No change | 292 | $176K |
| Hoese & Co LLP | 0.12% | No change | 290 | $175K |
| Natixis | 0.00% | Reduce -57.0% | 281 | $170K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Reduce -0.8% | 258 | $156K |
| Garner Asset Management Corp | 0.06% | New | 252 | $152K |
| SageView Advisory Group, LLC | 0.01% | New | 252 | $152K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $151K |
| Laurel Wealth Advisors LLC | 0.02% | New | 245 | $148K |
| Longview Financial Advisors LLC | 0.08% | No change | 244 | $147K |
| Maseco LLP | 0.01% | Add +0.4% | 243 | $146K |
| City Holding Co. | 0.02% | No change | 240 | $145K |
| Align Financial, LLC | 0.08% | — | 143,581 | $144K |
| Dagco, Inc. | 0.03% | No change | 227 | $137K |
| Hanson & Doremus Investment Management | 0.02% | Reduce -52.6% | 225 | $136K |
| Comprehensive Financial Planning, Inc. | 0.08% | No change | 210 | $127K |
| Three Bearings Fiduciary Advisors, Inc. | 0.12% | — | 199 | $125K |
| Ameriflex Group, Inc. | 0.06% | Add +17.4% | 202 | $122K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $119K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.0% | 196 | $118K |
| Fairman Group, LLC | 0.09% | No change | 189 | $115K |
| Vermillion Wealth Management, Inc. | 0.05% | No change | 189 | $114K |
| American National Bank & Trust | 0.01% | No change | 182 | $110K |
| Bernard Wealth Management Corp. | 0.04% | No change | 181 | $109K |
| Godsey & Gibb, Inc. | 0.01% | No change | 180 | $109K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 179 | $108K |
| Costello Asset Management, INC | 0.03% | No change | 172 | $104K |
| Lanark Financial, Inc. | 0.01% | Add +8.3% | 170 | $103K |
| Citizens National Bank Trust Department | 0.02% | No change | 168 | $101K |
| Horizons Wealth Management | 0.07% | No change | 164 | $99K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $99K |
| Operose Advisors LLC | 0.02% | No change | 163 | $98K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 157 | $95K |
| Meramec Financial Planners, LLC | 0.04% | — | 140 | $92K |
| TOWER TRUST & INVESTMENT Co | 0.06% | No change | 151 | $91K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $90K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 147 | $89K |
| Sankala Group LLC | 0.07% | — | 132 | $86K |
| Richardson Capital Management LLC | 0.04% | No change | 142 | $86K |
| Pinney & Scofield, Inc. | 0.05% | No change | 134 | $81K |
| MilWealth Group LLC | 0.02% | No change | 132 | $80K |
| Rogco, LP | 0.03% | No change | 130 | $78K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 129 | $78K |
| Valor Advisors LLC | 0.06% | — | 126 | $76K |
| Morgan Dempsey Capital Management LLC | 0.04% | No change | 125 | $76K |
| Hilltop National Bank | 0.02% | No change | 125 | $75K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $75K |
| Rothschild Investment LLC | 0.00% | No change | 121 | $73K |
| S&T Bank | 0.02% | New | 120 | $72K |
| Archer Investment Corp | 0.02% | Reduce -40.5% | 119 | $72K |
| Thompson Investment Management, Inc. | 0.01% | Add +95.0% | 117 | $71K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 116 | $70K |
| Canton Hathaway, LLC | 0.01% | No change | 115 | $69K |
| SJS Investment Consulting Inc. | 0.01% | No change | 113 | $68K |
| Dorato Capital Management | 0.05% | — | 106 | $67K |
| Innovative Advisory Group, LLC | 0.04% | No change | 110 | $66K |
| ORG Partners LLC | 0.01% | Add +153.5% | 109 | $66K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.5% | 105 | $63K |
| Newton One Investments LLC | 0.02% | No change | 102 | $62K |
| Parvin Asset Management, LLC | 0.05% | No change | 100 | $60K |
| Anchor Investment Management, LLC | 0.00% | No change | 100 | $60K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $60K |
| 1 North Wealth Services LLC | 0.02% | No change | 98 | $59K |
| Kingdom Financial Group LLC. | 0.02% | New | 97 | $58K |
| Chilton Capital Management LLC | 0.00% | Reduce -66.4% | 95 | $57K |
| First Community Trust NA | 0.04% | No change | 90 | $54K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 90 | $54K |
| Ransom Advisory, Ltd | 0.02% | New | 90 | $54K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.1% | 88 | $54K |
| GGM Financial LLC | 0.03% | Add +1.1% | 89 | $53K |
| Islay Capital Management, LLC | 0.03% | No change | 88 | $53K |
| Albion Financial Group | 0.00% | New | 85 | $52K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $51K |
| Timmons Wealth Management, LLC | 0.05% | — | 84 | $51K |
| Tripletail Wealth Management, LLC | 0.06% | No change | 82 | $49K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 81 | $49K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -86.4% | 80 | $48K |
| Monetary Management Group Inc. | 0.01% | Reduce -55.6% | 80 | $48K |
| Bollard Group LLC | 0.00% | No change | 80 | $48K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 79 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $48K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -19.6% | 74 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +255.0% | 71 | $43K |
| 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% | No change | 70 | $42K |
| EFG International AG | 0.00% | — | 66 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 64 | $39K |
| High Point Wealth Management, LLC | 0.03% | — | 56 | $34K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $34K |
| Activest Wealth Management | 0.01% | No change | 54 | $33K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $32K |
| Sound Income Strategies, LLC | 0.00% | Add +177.8% | 50 | $32K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 51 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $30K |
| Hollencrest Capital Management | 0.00% | Reduce -71.3% | 50 | $30K |
| West Branch Capital LLC | 0.01% | No change | 50 | $30K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $30K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -49.0% | 50 | $30K |
| Aviso Financial Inc. | 0.00% | No change | 50 | $30K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $30K |
| Clean Yield Group | 0.01% | Reduce -60.5% | 49 | $30K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -23.8% | 48 | $29K |
| Security National Bank | 0.00% | Reduce -52.0% | 48 | $29K |
| Concord Wealth Partners | 0.00% | No change | 47 | $28K |
| Alerus Financial NA | 0.00% | No change | 47 | $28K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -16.0% | 42 | $25K |
| Curio Wealth, LLC | 0.01% | No change | 41 | $25K |
| Monetary Solutions, Ltd | 0.02% | — | 40 | $24K |
| SHP Wealth Management | 0.00% | — | 37 | $22K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $21K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -100.0% | 33 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 29 | $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% | Reduce -3.9% | 25 | $15K |
| Signature Equity Partners, LLC | 0.01% | — | 25 | $15K |
| Bullseye Investment Management, LLC | 0.01% | New | 25 | $15K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $15K |
| Olistico Wealth, LLC | 0.01% | New | 20 | $12K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -16.7% | 20 | $12K |
| CKW Financial Group | 0.00% | No change | 20 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $11K |
| Bullock Wealth Management Group | 0.01% | — | 17 | $10K |
| NFSG Corp | 0.00% | No change | 17 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $10K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 16 | $10K |
| Kentucky Trust Co | 0.01% | No change | 16 | $10K |
| Optima Capital LLC | 0.00% | Reduce -97.6% | 15 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 13 | $8K |
| Estate Planners Group, LLC | 0.00% | — | 13 | $8K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Planning Project LLC | 0.00% | — | 12 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 11 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 11 | $7K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | Add +14.3% | 8 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $4K |
| LM Advisors LLC | 0.02% | Reduce -39.8% | 2,340 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 7 | $3K |
| Lodestone Wealth Management LLC | 0.00% | New | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 1 | $603 |
"% 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.