State Street SPDR S&P MidcapMDYETF
13F holders, Q1 2026 (March 31)1,454holders +18
94new positions
67sold out
5famous investors
$614.45avg. 13F price*
At the end of Q1 2026, 1,454 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 18 from Q4 2025. 94 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($1.3B), Morgan Stanley ($952.0M) and Wells Fargo & Company ($736.0M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- State Street SPDR S&P Midcap
- CUSIP
- 78467Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $259.9M |
| Exits | 67 | $85.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,771,199 shares bought and 2,131,425 shares sold, net −360,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,454 holders
| Bank of America Corp. | 0.09% | Reduce -3.4% | 2,047,984 | $1.3B |
| Morgan Stanley | 0.06% | Add +38.4% | 1,543,597 | $952.0M |
| Wells Fargo & Company | 0.15% | Reduce -11.2% | 1,193,336 | $736.0M |
| Northern Trust Corp. | 0.09% | Reduce -1.3% | 1,061,192 | $654.5M |
| US Bancorp \de | 0.73% | Reduce -1.1% | 969,958 | $598.2M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -14.2% | 881,942 | $543.9M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Add +4.2% | 864,768 | $533.4M |
| Pathstone Holdings, LLC | 2.06% | Reduce -0.8% | 840,196 | $518.2M |
| PNC Financial Services Group, Inc. | 0.25% | Reduce -0.8% | 699,307 | $431.3M |
| UBS Group AG | 0.07% | Add +5.3% | 640,509 | $395.0M |
| Raymond James Financial Inc. | 0.09% | Reduce -10.9% | 497,191 | $306.6M |
| Bank of Montreal | 0.13% | Reduce -4.8% | 488,938 | $301.6M |
| BNP Paribas Financial Markets | 0.13% | Add +29.3% | 317,029 | $195.5M |
| Royal Bank of Canada | 0.04% | Reduce -14.9% | 299,723 | $184.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.54% | Reduce -52.8% | 298,766 | $184.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.9% | 304,162 | $182.2M |
| MAI Capital Management | 0.92% | Reduce -0.4% | 264,073 | $162.9M |
| Creative Planning | 0.10% | Reduce -10.1% | 248,681 | $153.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.9% | 251,130 | $151.5M |
| HighTower Advisors, LLC | 0.15% | Reduce -0.5% | 235,008 | $144.9M |
| Susquehanna International Group, LLP | 0.19% | Add +32.5% | 234,686 | $144.7M |
| Corient Private Wealth LP | 0.20% | Reduce -4.5% | 229,855 | $141.7M |
| Arvest Bank Trust Division | 7.63% | Reduce -1.9% | 227,616 | $140.4M |
| Conservest Capital Advisors, Inc. | 11.84% | Reduce -1.2% | 211,706 | $130.6M |
| LPL Financial LLC | 0.03% | Reduce -6.3% | 163,404 | $100.8M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.6% | 162,619 | $100.3M |
| Welch & Forbes LLC | 1.29% | Reduce -3.1% | 161,554 | $99.6M |
| Generali Asset Management SPA SGR | 2.05% | New | 158,983 | $98.1M |
| Waddell & Associates, LLC | 5.35% | Add +2.2% | 153,603 | $94.7M |
| SG Americas Securities, LLC | 0.11% | Add +78.9% | 153,398 | $94.6M |
| Commerce Bank | 0.42% | Add +430.3% | 141,154 | $87.1M |
| Cerity Partners LLC | 0.12% | Add +5.5% | 138,738 | $85.6M |
| Whittier Trust Co. | 0.94% | Add +4.0% | 133,073 | $83.2M |
| Balyasny Asset Management L.P. | 0.16% | Add +37.0% | 124,317 | $76.7M |
| Truist Financial Corp. | 0.10% | Reduce -2.1% | 118,348 | $73.0M |
| Hills Bank & Trust Co | 3.44% | Reduce -1.9% | 115,410 | $71.2M |
| EP Wealth Advisors, LLC | 0.34% | Add +234.5% | 111,747 | $68.9M |
| Brown Advisory Inc. | 0.11% | Reduce -2.1% | 111,398 | $68.7M |
| Focus Partners Wealth | 0.07% | Reduce -11.2% | 107,744 | $66.5M |
| Stifel Financial Corp. | 0.06% | Reduce -11.4% | 106,846 | $65.9M |
| Mariner, LLC | 0.08% | Add +2.1% | 106,752 | $65.7M |
| Montag A & Associates Inc. | 3.00% | Add +0.6% | 104,126 | $64.4M |
| Cetera Investment Advisers | 0.06% | Add +2.9% | 89,367 | $55.1M |
| Ameriprise Financial Inc. | 0.01% | Add +6.5% | 87,418 | $53.9M |
| WASHINGTON TRUST Co | 1.78% | Reduce -0.4% | 85,504 | $52.7M |
| Atlantic Union Bankshares Corp | 1.00% | Reduce -2.5% | 84,363 | $52.0M |
| Mirae Asset Securities (usa) Inc. | 2.43% | Reduce -25.0% | 83,318 | $51.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.3% | 80,527 | $49.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -15.6% | 75,901 | $46.9M |
| Blair William & Co. | 0.13% | Add +0.4% | 75,677 | $46.7M |
| Henshaw Capital LLC | 1.72% | No change | 75,050 | $46.3M |
| Commonwealth Equity Services, LLC | 0.06% | Add +2.2% | 72,103 | $44.5M |
| Captrust Financial Advisors | 0.07% | Reduce -0.2% | 67,864 | $41.9M |
| Bartlett & Co. Wealth Management LLC | 0.53% | Reduce -0.4% | 63,092 | $41.7M |
| Portland Global Advisors LLC | 4.30% | Reduce -1.6% | 65,441 | $40.4M |
| Whittier Trust Co. of Nevada Inc. | 0.82% | Reduce -6.4% | 63,514 | $39.7M |
| Midwest Trust Co | 0.49% | Reduce -2.0% | 63,739 | $39.3M |
| Smith, Moore & Co. | 2.76% | Add +2.7% | 61,527 | $37.9M |
| Madison Asset Management, LLC | 0.45% | Reduce -28.9% | 59,247 | $36.5M |
| Citizens Financial Group Inc. | 0.51% | Reduce -0.3% | 59,036 | $36.4M |
| Pittenger & Anderson Inc. | 1.44% | Reduce -9.3% | 58,782 | $36.3M |
| Pinnacle Associates Ltd. | 0.45% | Reduce -0.6% | 57,380 | $35.4M |
| MassMutual Private Wealth & Trust, FSB | 0.96% | Reduce -1.9% | 57,054 | $35.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.9% | 56,520 | $34.9M |
| OFS Enterprise LLC | 10.17% | — | 56,110 | $34.6M |
| MetLife Investment Management, LLC | 0.18% | Add +6.5% | 55,700 | $34.4M |
| Lido Advisors, LLC | 0.13% | Reduce -0.3% | 54,342 | $33.6M |
| Baird Financial Group, Inc. | 0.05% | Add +6.7% | 53,888 | $33.2M |
| SummitTX Capital, L.P. | 1.05% | Add +41.2% | 53,484 | $33.0M |
| Citigroup Inc. | 0.02% | Add +57.8% | 51,445 | $31.7M |
| SCS Capital Management LLC | 0.33% | Reduce -4.0% | 50,341 | $31.0M |
| Crewe Advisors LLC | 2.64% | No change | 50,125 | $30.9M |
| Peapack Gladstone Financial Corp. | 0.39% | Reduce -6.2% | 49,887 | $30.8M |
| Heritage Investors Management Corp. | 0.92% | Reduce -1.5% | 49,152 | $30.3M |
| Chicago Partners Investment Group LLC | 0.68% | Add +0.1% | 45,646 | $30.3M |
| GTS Securities LLC | 1.05% | New | 47,969 | $29.6M |
| Fifth Third Bancorp | 0.05% | Add +506.3% | 47,882 | $29.5M |
| Pinnacle Financial Partners, Inc. | 0.22% | Add +6.6% | 47,547 | $29.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -47.5% | 45,685 | $28.4M |
| Cumberland Advisors Inc. | 10.82% | Add +2.0% | 44,807 | $27.6M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -15.6% | 44,437 | $27.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.68% | Reduce -0.2% | 44,301 | $27.3M |
| IFG Advisors, LLC | 4.47% | Reduce -3.0% | 44,274 | $27.3M |
| Millennium Management | 0.02% | Add +415.9% | 44,240 | $27.3M |
| LCM Capital Management Inc | 13.53% | Add +0.3% | 43,713 | $27.0M |
| Clearstead Advisors, LLC | 0.25% | Reduce -1.5% | 43,688 | $26.9M |
| Klingman & Associates, LLC | 1.24% | Reduce -0.4% | 41,668 | $25.7M |
| Ascent Wealth Partners, LLC | 2.98% | Reduce -35.4% | 41,532 | $25.6M |
| Tandem Wealth Advisors LLC | 11.18% | Reduce -1.5% | 40,661 | $25.1M |
| Marshall Wace, LLP | 0.03% | Add +26.0% | 40,412 | $24.9M |
| GFS Advisors, LLC | 1.60% | Add +303.2% | 63,009 | $24.7M |
| FMR LLC | 0.00% | Add +6.8% | 39,253 | $24.2M |
| Curi Capital, LLC | 0.42% | Add +0.6% | 38,039 | $23.5M |
| Conning Inc. | 0.81% | Reduce -1.5% | 38,022 | $23.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +42.8% | 37,293 | $23.0M |
| Johnson Investment Counsel Inc. | 0.18% | Reduce -1.7% | 37,076 | $22.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +9.5% | 37,048 | $22.9M |
| 1ST Source Bank | 1.14% | Reduce -0.0% | 35,980 | $22.2M |
| TSG Advice Partners, LLC | 3.27% | Reduce -65.7% | 35,383 | $21.8M |
| Bessemer Group Inc. | 0.03% | Reduce -61.2% | 34,643 | $21.4M |
| Hancock Whitney Corp. | 0.37% | Reduce -2.2% | 32,253 | $21.2M |
| Jump Financial, LLC | 0.34% | New | 33,832 | $20.9M |
| Steele Capital Management, Inc. | 0.85% | Reduce -0.5% | 33,057 | $20.4M |
| Composition Wealth, LLC | 0.28% | Reduce -3.7% | 33,113 | $20.4M |
| Tiller Private Wealth, Inc. | 7.14% | Reduce -0.3% | 32,568 | $20.1M |
| AQR Capital Management | 0.01% | Add +18.9% | 32,825 | $19.7M |
| Trustmark Bank Trust Department | 1.26% | Reduce -1.2% | 31,740 | $19.6M |
| Waldron Private Wealth LLC | 0.76% | Reduce -3.0% | 31,646 | $19.5M |
| Curbstone Financial Management Corp | 3.68% | Reduce -0.4% | 31,188 | $19.2M |
| Vestor Capital, LLC | 1.38% | Add +3524.7% | 30,810 | $19.0M |
| DC Investments Management, LLC | 7.24% | New | 30,673 | $18.9M |
| Brookstone Capital Management | 0.21% | Add +91.5% | 30,417 | $18.8M |
| M&T Bank Corp | 0.06% | Reduce -12.3% | 27,479 | $16.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.5% | 26,915 | $16.6M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +22.3% | 26,910 | $16.6M |
| Serenus Wealth Advisors, LLC | 3.20% | Reduce -1.3% | 26,012 | $16.0M |
| Simmons Bank | 1.01% | Reduce -0.2% | 24,461 | $15.1M |
| IMC-Chicago, LLC | 0.23% | Add +16.6% | 24,334 | $15.0M |
| Franklin Resources Inc. | 0.00% | Add +15.7% | 23,951 | $14.8M |
| BlackRock, Inc. | 0.00% | Add +16.2% | 23,092 | $14.2M |
| Glenmede Trust Co. NA | 0.07% | Reduce -1.3% | 22,878 | $14.1M |
| Atlantic Edge Private Wealth Management, LLC | 3.40% | Reduce -0.6% | 22,356 | $13.8M |
| HighPoint Advisor Group LLC | 0.57% | Add +0.0% | 22,107 | $13.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -3.1% | 22,022 | $13.6M |
| Savant Capital, LLC | 0.07% | Reduce -0.5% | 21,907 | $13.5M |
| Caldwell Trust Co | 1.19% | Add +3.7% | 21,591 | $13.3M |
| Nitorum Capital, L.P. | 11.49% | New | 21,216 | $13.1M |
| MCF Advisors LLC | 0.57% | Reduce -0.6% | 21,018 | $13.0M |
| Ameritas Investment Partners, Inc. | 0.40% | Add +5.0% | 21,045 | $13.0M |
| Peddock Capital Advisors, LLC | 2.78% | Add +4.6% | 20,471 | $12.6M |
| MML Investors Services, LLC | 0.04% | Reduce -15.2% | 20,434 | $12.6M |
| jvl associates llc | 4.07% | No change | 19,689 | $12.1M |
| Old National Bancorp | 0.20% | Reduce -4.4% | 19,167 | $11.8M |
| Carnegie Investment Counsel | 0.23% | Reduce -2.4% | 19,010 | $11.7M |
| Callan Family Office, LLC | 0.26% | Reduce -2.3% | 18,509 | $11.4M |
| Cwm, LLC | 0.03% | Reduce -1.0% | 18,355 | $11.3M |
| Trifecta Capital Advisors, LLC | 1.75% | Reduce -6.4% | 18,311 | $11.3M |
| Lutz Financial Services LLC | 0.75% | Reduce -2.1% | 18,190 | $11.2M |
| Csenge Advisory Group | 0.51% | Reduce -1.8% | 18,185 | $11.2M |
| Shulman DeMeo Asset Management LLC | 2.35% | New | 17,967 | $11.1M |
| Thrive Wealth Management, LLC | 1.63% | Reduce -2.3% | 17,760 | $11.0M |
| Ieq Capital, LLC | 0.05% | Add +1.6% | 17,709 | $10.9M |
| First National Bank of Omaha | 0.34% | Add +1.2% | 18,205 | $10.9M |
| &partners | 0.05% | Add +1.9% | 17,655 | $10.9M |
| Wellspring Financial Advisors, LLC | 0.81% | Reduce -4.8% | 17,601 | $10.9M |
| Dumont & Blake Investment Advisors LLC | 2.71% | Reduce -3.4% | 17,585 | $10.8M |
| Hummer Financial Advisory Services Inc | 7.51% | Add +0.6% | 17,189 | $10.6M |
| Granite FO LLC | 6.22% | Add +2.5% | 17,037 | $10.5M |
| Brown Brothers Harriman & Co. | 0.06% | Reduce -1.9% | 16,948 | $10.5M |
| Corsicana & Co. | 6.47% | Add +3.1% | 19,154 | $10.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | New | 16,300 | $10.1M |
| First Financial Bank - Trust Division | 0.81% | Reduce -2.2% | 16,286 | $10.0M |
| World Investment Advisors | 0.16% | Reduce -2.4% | 16,225 | $10.0M |
| Cyndeo Wealth Partners, LLC | 0.52% | Reduce -1.2% | 16,073 | $9.9M |
| Montz Harcus Wealth Management LLC | 4.00% | Add +0.2% | 16,071 | $9.9M |
| Legacy Advisors, LLC | 1.16% | Add +0.1% | 15,932 | $9.8M |
| Harbour Trust & Investment Management Co | 1.04% | Reduce -0.5% | 15,902 | $9.8M |
| Torrey-Payne Wealth Management, LLC | 8.96% | Add +0.2% | 15,836 | $9.8M |
| Agf Management Ltd. | 0.04% | Reduce -1.4% | 15,569 | $9.6M |
| Central Bank & Trust Co. | 1.51% | Add +4.8% | 15,560 | $9.6M |
| Canopy Partners, LLC | 3.29% | Reduce -5.8% | 15,548 | $9.6M |
| First Merchants Corp. | 0.36% | Reduce -0.3% | 15,514 | $9.6M |
| Arvest Investments, Inc. | 1.30% | Reduce -4.0% | 15,505 | $9.6M |
| Evercore Wealth Management, LLC | 0.15% | Reduce -1.1% | 15,390 | $9.5M |
| NBT Bank, N.A. | 0.61% | Reduce -3.3% | 15,209 | $9.4M |
| Capstone Financial Advisors, Inc. | 0.50% | Reduce -0.0% | 15,178 | $9.4M |
| Quantinno Capital Management LP | 0.02% | Reduce -7.4% | 15,027 | $9.3M |
| Howard Capital Management, LLC | 0.15% | Reduce -1.5% | 14,964 | $9.2M |
| Cresset Asset Management, LLC | 0.04% | Reduce -43.8% | 14,768 | $9.1M |
| Chesley Taft & Associates LLC | 0.37% | Reduce -1.4% | 14,362 | $8.9M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $8.8M |
| KCM Investment Advisors LLC | 0.29% | Reduce -3.1% | 14,012 | $8.6M |
| RMR Wealth Builders | 0.68% | Reduce -3.0% | 13,966 | $8.6M |
| Boyd Watterson Asset Management LLC | 2.65% | No change | 13,936 | $8.6M |
| AMG National Trust Bank | 0.18% | Add +63.4% | 13,814 | $8.5M |
| Mill Creek Capital Advisors, LLC | 0.17% | Reduce -1.5% | 13,787 | $8.5M |
| Alexis Investment Partners, LLC | 5.84% | Add +22.4% | 14,164 | $8.5M |
| Bearing Point Capital, LLC | 1.33% | Reduce -0.5% | 13,736 | $8.5M |
| TKG Advisors, LLC | 3.37% | Reduce -0.6% | 13,235 | $8.2M |
| Busey Bank | 0.22% | No change | 13,070 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Add +35.4% | 13,133 | $7.9M |
| Staley Capital Advisers Inc. | 0.34% | No change | 12,844 | $7.9M |
| Renaissance Technologies | 0.01% | New | 12,720 | $7.8M |
| Seeds Investor LLC | 1.06% | Reduce -7.6% | 11,906 | $7.8M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -3.2% | 12,512 | $7.7M |
| Paulson Wealth Management Inc. | 1.80% | Add +9.1% | 12,465 | $7.7M |
| Pacific Center for Financial Services | 1.93% | Reduce -4.3% | 12,353 | $7.6M |
| Sanctuary Advisors, LLC | 0.04% | Add +10.7% | 12,193 | $7.5M |
| Grove Bank & Trust | 0.85% | Reduce -1.9% | 12,190 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +18.9% | 12,410 | $7.5M |
| Waverly Advisors, LLC | 0.06% | Reduce -3.4% | 12,125 | $7.5M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +3.8% | 11,919 | $7.4M |
| Meridian Wealth Advisors, LLC | 0.97% | Add +1.3% | 11,906 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.25% | Reduce -0.4% | 11,886 | $7.3M |
| Wealthspire Advisors, LLC | 0.06% | Add +0.3% | 11,853 | $7.3M |
| Capital Group Private Client Services, Inc. | 0.12% | Reduce -0.0% | 11,746 | $7.2M |
| Harbour Investments, Inc. | 0.11% | Add +20.8% | 11,732 | $7.2M |
| Lodestar Private Asset Management LLC | 0.69% | Add +0.3% | 11,361 | $7.0M |
| Mechanics Bank Trust Department | 0.97% | Reduce -1.9% | 11,328 | $7.0M |
| CMG Global Holdings, LLC | 3.28% | Reduce -0.5% | 11,164 | $6.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.7% | 11,148 | $6.9M |
| Hanover Advisors Inc. | 2.79% | Add +0.0% | 11,128 | $6.9M |
| Boston Family Office LLC | 0.45% | Reduce -4.1% | 11,081 | $6.8M |
| First Horizon Corp. | 0.29% | Reduce -0.9% | 11,079 | $6.8M |
| Yousif Capital Management, LLC | 0.08% | Add +58.0% | 11,012 | $6.8M |
| Dakota Wealth Management | 0.15% | Reduce -6.0% | 11,004 | $6.8M |
| Latigo Investments, LLC | 3.37% | No change | 10,962 | $6.8M |
| Diversified Management Inc. | 1.15% | Add +1.5% | 10,919 | $6.7M |
| Goelzer Investment Management, Inc. | 0.32% | No change | 10,874 | $6.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | — | 10,836 | $6.7M |
| Community Bank, N.A. | 0.79% | Reduce -3.4% | 10,822 | $6.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 10,821 | $6.7M |
| Linscomb Wealth, Inc. | 0.29% | Reduce -5.1% | 10,715 | $6.6M |
| G&S Capital LLC | 2.29% | Add +1.9% | 10,588 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.45% | Reduce -2.4% | 10,572 | $6.5M |
| Summit Financial, LLC | 0.08% | Add +3.1% | 10,542 | $6.5M |
| Newport Capital Group, LLC | 3.97% | Add +2.6% | 10,556 | $6.5M |
| Madison Park Capital Advisors, LLC | 5.11% | Reduce -1.2% | 10,551 | $6.5M |
| LYNX Capital Group Ltd. | 3.01% | Reduce -1.1% | 10,482 | $6.5M |
| Palisade Asset Management, LLC | 0.65% | No change | 10,451 | $6.4M |
| Prescott Group Capital Management, L.L.C. | 0.64% | Reduce -43.4% | 10,342 | $6.4M |
| Nicolet Bankshares Inc. | 0.23% | Add +724.1% | 10,178 | $6.3M |
| Retirement Income Solutions, Inc. | 1.08% | Reduce -0.9% | 10,228 | $6.3M |
| Merit Financial Group, LLC | 0.05% | Add +6.2% | 10,221 | $6.3M |
| Hopwood Financial Services, Inc. | 4.21% | Reduce -2.5% | 10,138 | $6.3M |
| Wilmar Advisors LLC | 5.33% | No change | 10,000 | $6.2M |
| RBF Capital, LLC | 0.30% | No change | 10,000 | $6.2M |
| Arbor Trust Wealth Advisors, LLC | 2.70% | Reduce -2.9% | 9,933 | $6.1M |
| Allworth Financial LP | 0.02% | Reduce -0.1% | 9,850 | $6.1M |
| Nichols & Pratt Advisers LLP | 0.39% | No change | 335 | $6.1M |
| Private Wealth Asset Management, LLC | 0.64% | Reduce -2.1% | 9,739 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +29.2% | 9,708 | $6.0M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.0% | 9,707 | $6.0M |
| Diversified Portfolios, Inc. | 0.49% | Reduce -3.8% | 9,679 | $6.0M |
| Teachers Retirement System of the State of Kentucky | 0.05% | No change | 9,602 | $5.9M |
| Ti-Trust, Inc. | 3.52% | Add +1.5% | 9,595 | $5.9M |
| Adirondack Trust Co. | 1.99% | Reduce -7.0% | 9,587 | $5.9M |
| Sageworth Trust Co | 0.25% | No change | 9,569 | $5.9M |
| Barclays PLC | 0.00% | Reduce -61.7% | 9,561 | $5.9M |
| Arax Advisory Partners | 0.17% | Add +1117.0% | 9,493 | $5.9M |
| Resonant Capital Advisors, LLC | 0.30% | Add +1.5% | 9,339 | $5.8M |
| Laird Norton Wetherby Trust Company, LLC | 0.13% | Reduce -0.5% | 9,326 | $5.8M |
| Barrett & Company, Inc. | 1.96% | Reduce -0.7% | 9,214 | $5.7M |
| Winter & Associates, Inc. | 4.95% | Reduce -15.5% | 9,050 | $5.7M |
| Balboa Wealth Partners | 0.95% | Reduce -0.1% | 9,166 | $5.7M |
| Motco | 0.52% | Reduce -1.3% | 9,148 | $5.6M |
| Firestone Capital Management | 1.16% | Reduce -0.3% | 8,999 | $5.6M |
| Flow Traders U.S. LLC | 0.17% | New | 8,921 | $5.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.82% | Add +1.2% | 8,200 | $5.5M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -6.0% | 8,800 | $5.4M |
| Highview Capital Management LLC | 1.96% | Add +8.3% | 8,763 | $5.4M |
| North Star Investment Management Corp. | 0.33% | Add +5.2% | 8,729 | $5.4M |
| Paller Financial Services Inc | 4.42% | Reduce -5.6% | 8,671 | $5.3M |
| Gotham Asset Management | 0.02% | No change | 8,638 | $5.3M |
| Meridian Investment Counsel Inc. | 1.26% | Reduce -0.2% | 8,550 | $5.3M |
| Daymark Wealth Partners, LLC | 0.17% | Reduce -16.4% | 8,540 | $5.3M |
| Flputnam Investment Management Co. | 0.08% | Reduce -1.6% | 8,516 | $5.3M |
| Bank of New Hampshire | 1.20% | Reduce -0.6% | 8,479 | $5.2M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.41% | New | 8,441 | $5.2M |
| Leavell Investment Management, Inc. | 0.21% | Reduce -18.0% | 8,416 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -2.5% | 8,298 | $5.1M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -41.9% | 8,273 | $5.1M |
| Bay Rivers Group | 2.10% | Add +2.4% | 8,166 | $5.0M |
| Fifth Third Securities, Inc. | 0.32% | Reduce -15.9% | 7,936 | $4.9M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +17.9% | 7,917 | $4.9M |
| RFG Advisory, LLC | 0.09% | Reduce -1.5% | 7,916 | $4.9M |
| Colorado Capital Management, Inc. | 1.82% | Reduce -3.6% | 7,906 | $4.9M |
| Prospera Financial Services Inc | 0.08% | Add +0.2% | 7,892 | $4.9M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -5.0% | 7,890 | $4.9M |
| Haverford Trust Co | 0.04% | Reduce -0.7% | 7,832 | $4.8M |
| Nicollet Investment Management, Inc. | 1.65% | Reduce -7.3% | 7,829 | $4.8M |
| HSBC Holdings PLC | 0.00% | Reduce -9.8% | 7,831 | $4.8M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.0% | 7,794 | $4.8M |
| Williams Jones Wealth Management, LLC. | 0.06% | Add +1.9% | 7,753 | $4.8M |
| Peak Asset Management, LLC | 0.84% | Reduce -12.4% | 7,737 | $4.8M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -3.5% | 7,721 | $4.8M |
| Financial & Tax Architects, LLC | 1.06% | New | 7,690 | $4.7M |
| Fidelis Capital Partners, LLC | 0.34% | Add +4.3% | 7,657 | $4.7M |
| Bokf, NA | 0.07% | Reduce -4.1% | 7,653 | $4.7M |
| Associated Banc-Corp | 0.12% | Reduce -0.5% | 7,643 | $4.7M |
| Sonata Capital Group Inc. | 1.73% | Add +2.5% | 7,620 | $4.7M |
| Nixon Peabody Trust Co. | 0.37% | Reduce -49.4% | 7,556 | $4.7M |
| KMG Fiduciary Partners, LLC | 0.34% | Reduce -0.0% | 7,552 | $4.7M |
| Intrepid Financial Planning Group LLC | 1.88% | Reduce -2.2% | 7,541 | $4.7M |
| Smith Chas P & Associates Pa Cpas | 0.25% | Reduce -0.8% | 7,510 | $4.6M |
| Breakwater Capital Group | 0.61% | Reduce -1.0% | 7,432 | $4.6M |
| Modera Wealth Management, LLC | 0.05% | Reduce -18.7% | 7,412 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.3% | 7,402 | $4.6M |
| Brevan Howard Capital Management LP | 0.05% | New | 7,391 | $4.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -11.3% | 7,378 | $4.6M |
| Midwest Financial Group LLC | 1.91% | Reduce -0.7% | 7,276 | $4.5M |
| Evensky & Katz LLC | 0.25% | Reduce -3.6% | 7,239 | $4.5M |
| Keybank National Association | 0.02% | Reduce -4.4% | 7,007 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -5.5% | 6,890 | $4.2M |
| Mayflower Financial Advisors, LLC | 0.51% | Reduce -1.4% | 6,823 | $4.2M |
| Davis R M Inc. | 0.07% | Reduce -0.1% | 6,800 | $4.2M |
| JMG Financial Group, Ltd. | 0.12% | Reduce -3.8% | 6,786 | $4.2M |
| Benchmark Financial Wealth Advisors, LLC | 1.12% | Reduce -2.1% | 6,562 | $4.0M |
| Keystone Financial Group | 0.28% | Reduce -1.4% | 6,364 | $4.0M |
| Houlihan Financial Resource Group, Ltd. | 1.57% | Reduce -1.7% | 6,533 | $4.0M |
| Ballentine Partners, LLC | 0.06% | Reduce -4.4% | 6,518 | $4.0M |
| Union Savings Bank | 1.74% | Reduce -1.9% | 6,453 | $4.0M |
| Sanders Morris Harris LLC | 0.64% | Add +845.0% | 9,450 | $4.0M |
| Charter Research & Investment Group, Inc. | 2.61% | Add +0.3% | 6,350 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +228.1% | 6,333 | $3.9M |
| Fifth Third Wealth Advisors LLC | 0.13% | Reduce -9.4% | 6,282 | $3.9M |
| Glen Eagle Advisors, LLC | 0.54% | Reduce -1.1% | 6,250 | $3.9M |
| First Citizens Bank & Trust Co. | 0.08% | Reduce -4.0% | 6,222 | $3.8M |
| Penobscot Investment Management Company, Inc. | 0.30% | No change | 6,221 | $3.8M |
| Elyxium Wealth, LLC | 1.23% | No change | 6,200 | $3.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -4.1% | 6,131 | $3.8M |
| Segment Wealth Management, LLC | 0.22% | Reduce -3.4% | 6,093 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.7% | 6,093 | $3.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -3.8% | 6,065 | $3.7M |
| Woodstock Corp. | 0.33% | Add +0.1% | 6,059 | $3.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.1% | 6,054 | $3.7M |
| Cibc World Market Inc. | 0.01% | Reduce -0.5% | 6,018 | $3.7M |
| Bailard, Inc. | 0.09% | Reduce -0.1% | 6,012 | $3.7M |
| Tandem Investment Partners LLC | 3.14% | Reduce -2.6% | 6,011 | $3.7M |
| Matrix Asset Advisors Inc. | 0.34% | Reduce -2.2% | 5,979 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +10.1% | 5,885 | $3.6M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.1% | 5,885 | $3.6M |
| Precedent Wealth Partners, LLC | 0.73% | Reduce -0.1% | 5,880 | $3.6M |
| Flagstar Securities, Inc. | 1.31% | Add +3.0% | 5,842 | $3.6M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -11.1% | 5,856 | $3.6M |
| Crews Bank & Trust | 0.52% | Reduce -1.4% | 5,848 | $3.6M |
| Joel Isaacson & Co., LLC | 0.12% | Add +0.8% | 5,845 | $3.6M |
| Sepio Capital, LP | 0.19% | No change | 5,810 | $3.6M |
| Salomon & Ludwin, LLC | 0.32% | Reduce -2.3% | 5,738 | $3.6M |
| Choreo, LLC | 0.04% | Reduce -0.1% | 54,054 | $3.6M |
| Apella Capital, LLC | 0.05% | Reduce -2.8% | 5,344 | $3.6M |
| TD Private Client Wealth LLC | 0.07% | Reduce -10.0% | 5,745 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Add +6.4% | 5,674 | $3.5M |
| Greenleaf Trust | 0.03% | Reduce -1.4% | 5,665 | $3.5M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -19.2% | 5,650 | $3.5M |
| Whalerock Point Partners, LLC | 0.70% | No change | 5,645 | $3.5M |
| Silvercrest Asset Management Group LLC | 0.03% | No change | 5,637 | $3.5M |
| Romano Brothers and Company | 0.39% | Reduce -0.6% | 5,599 | $3.5M |
| Audent Global Asset Management, LLC | 3.38% | Reduce -20.9% | 4,582 | $3.4M |
| Fiduciary Trust Co | 0.04% | Reduce -7.3% | 5,480 | $3.4M |
| Argent Trust Co | 0.11% | No change | 5,381 | $3.3M |
| Means Investment Co., Inc. | 0.29% | Reduce -3.6% | 5,368 | $3.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +6.5% | 5,285 | $3.3M |
| HB Wealth Management, LLC | 0.02% | Add +5.5% | 5,248 | $3.2M |
| Roan Capital Partners | 2.98% | — | 5,216 | $3.2M |
| Eastern Bank | 0.06% | Reduce -2.7% | 5,194 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +128.4% | 5,178 | $3.2M |
| GAMCO Investors | 0.03% | Reduce -0.1% | 5,159 | $3.2M |
| Vanguard National Trust Co | 0.20% | — | 5,156 | $3.2M |
| Arkadios Wealth Advisors | 0.05% | Reduce -8.8% | 5,142 | $3.2M |
| Centaurus Financial, Inc. | 0.15% | Reduce -7.2% | 5,126 | $3.2M |
| Crescent Sterling, Ltd. | 3.05% | Add +3.1% | 5,118 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +2.8% | 5,101 | $3.1M |
| Ssa Swiss Advisors AG | 1.45% | Add +8.9% | 5,082 | $3.1M |
| Spinnaker Trust | 0.17% | Reduce -0.0% | 5,055 | $3.1M |
| Coastline Trust Co | 0.31% | Add +0.2% | 5,039 | $3.1M |
| GLR Partners, LLC | 1.68% | — | 4,998 | $3.1M |
| Pegasus Asset Management, Inc. | 0.98% | Reduce -0.1% | 4,971 | $3.1M |
| Johnson Financial Group, Inc. | 0.11% | No change | 4,916 | $3.0M |
| Meridian Wealth Management, LLC | 0.11% | Add +2.2% | 4,879 | $3.0M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.7% | 4,864 | $3.0M |
| Independence Bank of Kentucky | 0.38% | No change | 4,809 | $3.0M |
| Steph & Co. | 0.84% | Reduce -10.7% | 4,800 | $3.0M |
| Asset Management Group, Inc. | 0.48% | Add +0.8% | 4,800 | $3.0M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.66% | Reduce -1.3% | 4,755 | $2.9M |
| Providence Financial Advisors, LLC | 1.67% | Reduce -8.5% | 4,751 | $2.9M |
| Paladin Advisory Group, LLC | 2.22% | Reduce -9.8% | 4,734 | $2.9M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.2% | 4,720 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -22.0% | 4,724 | $2.9M |
| New England Private Wealth Advisors LLC | 0.33% | No change | 4,677 | $2.9M |
| Two Sigma Securities, LLC | 0.33% | New | 4,651 | $2.9M |
| Evoke Wealth, LLC | 0.05% | Reduce -0.0% | 4,612 | $2.9M |
| West Paces Advisors Inc. | 0.55% | No change | 4,562 | $2.8M |
| Shoker Investment Counsel, Inc. | 0.83% | Reduce -0.1% | 4,547 | $2.8M |
| Orange Investment Advisors, Inc. | 0.36% | Add +4.5% | 4,532 | $2.8M |
| Element Pointe Advisors, LLC | 0.52% | No change | 4,500 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.6% | 4,473 | $2.8M |
| Winthrop Advisory Group LLC | 0.23% | Reduce -0.1% | 4,457 | $2.8M |
| WealthBridge Capital Management, LLC | 0.63% | Add +0.2% | 4,421 | $2.7M |
| Gilman Hill Asset Management, LLC | 0.41% | Reduce -0.9% | 4,408 | $2.7M |
| Diversified Trust Co. | 0.05% | Reduce -4.2% | 4,403 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.8% | 4,374 | $2.7M |
| Veracity Capital LLC | 0.96% | No change | 4,359 | $2.7M |
| Naples Global Advisors, LLC | 0.20% | Add +1.2% | 4,327 | $2.7M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | No change | 4,093 | $2.6M |
| Blueline Advisors LLC | 2.03% | Add +27.6% | 4,242 | $2.6M |
| Victory Financial Group, LLC | 0.32% | Reduce -24.2% | 4,236 | $2.6M |
| Providence First Trust Co | 0.92% | Reduce -13.3% | 4,236 | $2.6M |
| Expressive Wealth LLC | 2.49% | Add +1.9% | 3,831 | $2.6M |
| Blue Fin Capital, Inc. | 0.43% | Add +13.5% | 4,219 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | No change | 4,197 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -56.5% | 4,199 | $2.6M |
| Whitegate Investment Counselors, Inc. | 0.81% | No change | 4,150 | $2.6M |
| Sage Financial Management Group, Inc. | 0.78% | Reduce -2.2% | 4,103 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +12.8% | 4,052 | $2.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +65.0% | 4,079 | $2.5M |
| Sterling Investment Advisors, Ltd. | 0.46% | Reduce -0.5% | 4,076 | $2.5M |
| NorthRock Partners, LLC | 0.04% | Reduce -0.1% | 4,059 | $2.5M |
| Courier Capital LLC | 0.14% | Add +0.5% | 3,999 | $2.5M |
| Steel Grove Capital Advisors, LLC | 0.26% | Reduce -7.0% | 3,995 | $2.5M |
| All Terrain Financial Advisors, LLC | 0.77% | Add +12.0% | 3,992 | $2.5M |
| Connecticut Wealth Management, LLC | 0.10% | Reduce -12.3% | 3,985 | $2.5M |
| Banque Transatlantique SA | 0.06% | New | 3,963 | $2.4M |
| International Assets Investment Management, LLC | 0.17% | Reduce -7.8% | 3,892 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -23.1% | 3,915 | $2.4M |
| Weil Company, Inc. | 0.54% | Reduce -13.3% | 3,912 | $2.4M |
| Park Capital Management, LLC / WI | 2.34% | Add +1.8% | 3,895 | $2.4M |
| Becker Capital Management Inc. | 0.07% | Reduce -4.0% | 3,885 | $2.4M |
| Cambridge Advisors Inc. | 0.47% | No change | 3,894 | $2.4M |
| Baron Financial Group, LLC | 1.29% | Reduce -1.6% | 3,887 | $2.4M |
| St. Johns Investment Management Company, LLC | 1.00% | Reduce -2.7% | 3,866 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | Add +0.0% | 3,855 | $2.4M |
| Caprock Group, LLC | 0.06% | No change | 3,819 | $2.4M |
| Lionsbridge Wealth Management LLC | 2.37% | Reduce -15.6% | 3,827 | $2.4M |
| Financial Life Planners | 1.80% | Reduce -1.9% | 3,808 | $2.3M |
| PKS Advisory Services, LLC | 0.54% | Reduce -1.1% | 3,795 | $2.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.10% | Reduce -7.5% | 3,783 | $2.3M |
| Davidson Trust Co. | 1.00% | No change | 3,768 | $2.3M |
| Hilltop Holdings Inc. | 0.21% | Add +1.9% | 3,767 | $2.3M |
| Intelligent Financial Strategies | 1.21% | No change | 3,743 | $2.3M |
| Clientfirst Wealth Management, LLC | 1.95% | No change | 3,741 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -0.6% | 3,740 | $2.3M |
| ARS Investment Partners, LLC | 0.12% | Add +5.8% | 3,734 | $2.3M |
| American Institute for Advanced Investment Management, LLP | 1.49% | No change | 3,718 | $2.3M |
| Scotia Capital Inc. | 0.01% | Reduce -0.5% | 3,715 | $2.3M |
| Pincus Capital Management, LP | 1.59% | No change | 3,695 | $2.3M |
| Churchill Financial Advisors, LLC | 0.48% | Reduce -0.9% | 3,677 | $2.3M |
| Lewis Asset Management, LLC | 0.93% | Reduce -0.2% | 3,674 | $2.3M |
| Revolve Wealth Partners, LLC | 0.29% | Reduce -3.6% | 3,649 | $2.3M |
| Investment Advisory Group, LLC | 0.57% | Reduce -3.0% | 3,637 | $2.2M |
| RVW Wealth, LLC | 0.17% | Reduce -12.1% | 3,629 | $2.2M |
| Finley Financial, LLC | 1.05% | No change | 3,625 | $2.2M |
| Freestone Capital Holdings, LLC | 0.07% | Add +5.6% | 3,621 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -4.0% | 3,608 | $2.2M |
| Wealth Alliance Advisory Group, LLC | 0.35% | Reduce -85.9% | 3,598 | $2.2M |
| Trust Point Inc. | 0.19% | No change | 3,584 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -98.6% | 3,561 | $2.2M |
| Topsail Wealth Management, LLC | 0.32% | Add +2.0% | 3,551 | $2.2M |
| Marin Bay Wealth Advisors, LLC | 1.32% | Reduce -0.1% | 3,546 | $2.2M |
| Red Door Wealth Management, LLC | 0.23% | Add +0.1% | 3,518 | $2.2M |
| McLaughlin Asset Management, Inc. | 2.07% | Reduce -0.5% | 3,518 | $2.2M |
| Horizon Investments, LLC | 0.02% | Add +93.9% | 3,508 | $2.2M |
| Lavaca Capital LLC | 0.40% | Reduce -11.2% | 3,500 | $2.2M |
| Rothschild Wealth LLC | 0.19% | Reduce -0.6% | 3,428 | $2.1M |
| 1834 Investment Advisors Co. | 0.26% | Reduce -0.1% | 3,402 | $2.1M |
| Rosenblum Silverman Sutton S F Inc. | 0.54% | Reduce -0.8% | 3,369 | $2.1M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -10.3% | 3,368 | $2.1M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -39.0% | 3,355 | $2.1M |
| CWS Financial Advisors, LLC | 0.53% | Add +0.4% | 3,325 | $2.1M |
| Bank of Nova Scotia | 0.00% | Reduce -49.2% | 3,311 | $2.0M |
| Embree Financial Group | 0.24% | Add +14.2% | 3,264 | $2.0M |
| AlTi Global, Inc. | 0.04% | No change | 3,247 | $2.0M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +721.6% | 3,229 | $2.0M |
| Old Second National Bank of Aurora | 0.41% | Reduce -10.7% | 3,188 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +15.4% | 3,177 | $2.0M |
| Acorn Wealth Advisors, LLC | 0.57% | Add +75.6% | 3,171 | $2.0M |
| Gsa Capital Partners LLP | 0.12% | Add +31.9% | 3,169 | $2.0M |
| Woodmont Investment Counsel LLC | 0.12% | Reduce -16.2% | 3,170 | $2.0M |
| Caliber Wealth Management, LLC / KS | 0.21% | Reduce -3.2% | 3,157 | $1.9M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -16.0% | 3,150 | $1.9M |
| Gridiron Partners, LLC | 1.18% | Reduce -1.3% | 3,123 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.11% | No change | 3,111 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.5% | 3,092 | $1.9M |
| Junk Investment Group, LLC | 0.99% | — | 3,071 | $1.9M |
| Jones Kertz & Associates, Inc. | 1.01% | Reduce -0.3% | 3,070 | $1.9M |
| Finivi Inc. | 1.03% | Add +166.6% | 3,069 | $1.9M |
| Aspiriant, LLC | 0.05% | Reduce -1.9% | 3,063 | $1.9M |
| Kelman-Lazarov, Inc. | 0.27% | Reduce -1.6% | 3,039 | $1.9M |
| Independent Financial Group, LLC | 0.04% | Reduce -24.4% | 3,028 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -90.8% | 3,022 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +2.1% | 2,960 | $1.8M |
| Bitterroot Capital Advisors LLC | 1.10% | No change | 2,929 | $1.8M |
| GenTrust, LLC | 0.08% | Add +1.6% | 2,914 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +14.5% | 2,921 | $1.8M |
| Quantbot Technologies LP | 0.07% | New | 2,914 | $1.8M |
| Tiemann Investment Advisors, LLC | 0.70% | Reduce -1.1% | 2,906 | $1.8M |
| Summit Trail Advisors, LLC | 0.03% | Add +25.5% | 2,900 | $1.8M |
| Berman McAleer LLC | 0.24% | Reduce -22.2% | 2,885 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.42% | Reduce -2.7% | 2,877 | $1.8M |
| SlateStone Wealth, LLC | 0.15% | Reduce -0.3% | 2,875 | $1.8M |
| Alpha Wealth Funds, LLC | 1.26% | Reduce -5.3% | 2,870 | $1.8M |
| Northwest Bancshares, Inc. | 0.35% | Reduce -1.6% | 2,870 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -74.7% | 2,847 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.19% | Reduce -2.9% | 2,845 | $1.8M |
| Obermeyer Wealth Partners | 0.08% | No change | 2,842 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -12.0% | 2,836 | $1.7M |
| CSS LLC | 0.27% | Add +8.9% | 2,810 | $1.7M |
| Fiducient Advisors LLC | 0.23% | Reduce -1.0% | 2,791 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +86.7% | 2,789 | $1.7M |
| Gould Asset Management LLC | 0.30% | Reduce -14.6% | 2,781 | $1.7M |
| Hardy Reed LLC | 0.12% | No change | 2,775 | $1.7M |
| Tsfg, LLC | 0.26% | Reduce -0.1% | 2,773 | $1.7M |
| Coyle Financial Counsel LLC | 0.36% | Reduce -0.1% | 2,747 | $1.7M |
| SK Wealth Management, LLC | 0.47% | Add +0.4% | 2,710 | $1.7M |
| Harbor Advisory Corp. | 0.51% | No change | 2,743 | $1.7M |
| Pacific Point Advisors, LLC | 0.89% | No change | 2,742 | $1.7M |
| Advus Financial Partners, LLC | 0.42% | No change | 2,730 | $1.7M |
| Millstone Evans Group, LLC | 1.00% | No change | 2,712 | $1.7M |
| Moody LYNN Lieberson & Walker, LLC | 0.09% | No change | 2,705 | $1.7M |
| Marble Harbor Investment Counsel, LLC | 0.18% | No change | 2,700 | $1.7M |
| Summit Wealth Partners, LLC | 0.26% | Add +30.3% | 2,694 | $1.7M |
| Essex Financial Services, Inc. | 0.09% | Reduce -0.8% | 2,686 | $1.7M |
| GW&K Investment Management, LLC | 0.01% | No change | 2,659 | $1.6M |
| Meridian Financial Advisors, LLC | 0.89% | Reduce -15.2% | 2,647 | $1.6M |
| GEM Asset Management, LLC | 0.71% | No change | 2,622 | $1.6M |
| ARK & TLK Investments, LLC | 0.44% | No change | 2,617 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +2.2% | 2,607 | $1.6M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 2,606 | $1.6M |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.1% | 2,595 | $1.6M |
| Zhang Financial LLC | 0.05% | Reduce -0.8% | 2,571 | $1.6M |
| Deutsche Bank AG | 0.00% | No change | 2,565 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Reduce -8.5% | 2,560 | $1.6M |
| XML Financial, LLC | 0.13% | Add +21.1% | 2,556 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 2,540 | $1.6M |
| Semitam Bonam LLC | 1.27% | Reduce -2.5% | 2,523 | $1.6M |
| Peterson Wealth Management | 0.90% | Add +0.9% | 2,518 | $1.6M |
| Tower Bridge Advisors | 0.15% | New | 2,516 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 2,513 | $1.5M |
| Olde Wealth Management, LLC | 0.49% | No change | 2,500 | $1.5M |
| MidFirst Bank | 0.13% | Reduce -1.1% | 2,494 | $1.5M |
| Ullmann Wealth Partners Group, LLC | 0.16% | Reduce -0.6% | 2,489 | $1.5M |
| Insigneo Advisory Services, LLC | 0.11% | Reduce -4.1% | 2,480 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -10.4% | 2,475 | $1.5M |
| Zions Bancorporation, National Association | 0.10% | No change | 2,474 | $1.5M |
| Equitable Trust Co. | 0.07% | No change | 2,470 | $1.5M |
| Accredited Investors Inc. | 0.08% | Add +1.0% | 2,468 | $1.5M |
| Disciplined Investments, LLC | 0.55% | Reduce -0.4% | 2,464 | $1.5M |
| Bedminster, LLC | 1.41% | Reduce -10.0% | 2,457 | $1.5M |
| First Financial Corp. | 0.59% | Add +45.1% | 2,453 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +0.9% | 2,452 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +6.7% | 2,439 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | No change | 2,403 | $1.5M |
| Golden State Wealth Management, LLC | 0.16% | Reduce -0.5% | 2,398 | $1.5M |
| Element Wealth, LLC | 0.61% | Reduce -1.6% | 2,395 | $1.5M |
| Pitcairn Wealth Advisors LLC | 0.14% | No change | 2,433 | $1.5M |
| Capital Investment Counsel, LLC | 0.20% | Add +6.8% | 2,379 | $1.5M |
| Beacon Bridge Wealth Partners, LLC | 0.49% | Add +2.7% | 2,374 | $1.5M |
| GM Advisory Group, LLC | 0.06% | Add +7.5% | 2,369 | $1.5M |
| Middleton & Co. Inc. | 0.17% | No change | 2,353 | $1.5M |
| Virtue Asset Management LLC | 1.18% | No change | 2,351 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 2,331 | $1.4M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -1.8% | 2,318 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +60.1% | 2,316 | $1.4M |
| WJ Financial Advisors LLC | 1.15% | Add +3.1% | 2,306 | $1.4M |
| American Capital Advisory, LLC | 0.57% | Add +0.2% | 2,283 | $1.4M |
| Allred Capital Management, LLC | 0.51% | No change | 2,263 | $1.4M |
| Wealth Watch Advisors, INC | 0.58% | Add +5.3% | 2,256 | $1.4M |
| Tompkins Financial Corp. | 0.11% | No change | 2,241 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +116.8% | 2,226 | $1.4M |
| Plancorp, LLC | 0.04% | No change | 2,129 | $1.4M |
| Kennebec Savings Bank | 1.22% | No change | 2,210 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -12.3% | 2,208 | $1.4M |
| Journey Advisory Group, LLC | 0.12% | Reduce -2.4% | 2,202 | $1.4M |
| Bear Mountain Capital, Inc. | 0.41% | No change | 2,019 | $1.4M |
| Tiaa Trust, National Association | 0.08% | Reduce -84.0% | 2,188 | $1.3M |
| Moors & Cabot, Inc. | 0.06% | Add +41.4% | 2,181 | $1.3M |
| GAMMA Investing LLC | 0.06% | Reduce -7.0% | 2,167 | $1.3M |
| Signal Tree Financial Partners LLC | 1.00% | Reduce -1.5% | 2,157 | $1.3M |
| Montecito Bank & Trust | 0.22% | Reduce -0.2% | 2,157 | $1.3M |
| Sunflower Bank, N.A. | 0.34% | No change | 2,148 | $1.3M |
| FF Advisors,LLC | 0.53% | No change | 1,984 | $1.3M |
| TopTier Wealth Management, LLC | 0.81% | Reduce -13.3% | 2,130 | $1.3M |
| TCTC Holdings, LLC | 0.04% | No change | 2,127 | $1.3M |
| DV Trading LLC | 0.12% | Reduce -9.6% | 2,123 | $1.3M |
| Triumph Capital Management | 0.27% | Reduce -12.6% | 2,110 | $1.3M |
| Rockland Trust Co. | 0.05% | Add +15.2% | 2,109 | $1.3M |
| Granite Bay Wealth Management, LLC | 0.28% | Reduce -0.4% | 2,108 | $1.3M |
| Sentinel Trust Co. Lba | 0.13% | Reduce -0.9% | 2,104 | $1.3M |
| Emprise Bank | 0.52% | Reduce -1.2% | 2,096 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +19.7% | 2,095 | $1.3M |
| Evanson Asset Management, LLC | 0.07% | Add +1.0% | 2,092 | $1.3M |
| Bank of Hawaii | 0.07% | No change | 2,087 | $1.3M |
| Frisch Financial Group, Inc. | 0.27% | Add +0.3% | 2,067 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -2.4% | 2,069 | $1.3M |
| Sunbeam Capital Management, LLC | 0.73% | No change | 2,063 | $1.3M |
| AlphaStar Capital Management, LLC | 0.09% | Reduce -3.4% | 2,058 | $1.3M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 2,055 | $1.3M |
| JFS Wealth Advisors, LLC | 0.07% | No change | 2,053 | $1.3M |
| TruWealth Advisors, LLC | 0.06% | No change | 2,050 | $1.3M |
| Stephens Inc. | 0.02% | Add +6.2% | 2,048 | $1.3M |
| Bill Few Associates, Inc. | 0.30% | Reduce -0.1% | 2,033 | $1.3M |
| Gator Capital Management, LLC | 0.27% | No change | 2,028 | $1.3M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -19.8% | 2,023 | $1.2M |
| VestGen Advisors, LLC | 0.03% | Add +80.2% | 1,858 | $1.2M |
| Choate Investment Advisors | 0.02% | Reduce -2.1% | 2,013 | $1.2M |
| Gryphon Financial Partners LLC | 0.13% | Reduce -1.8% | 2,005 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 2,004 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.22% | Add +0.1% | 1,993 | $1.2M |
| Capital Planning Advisors, LLC | 0.18% | No change | 2,000 | $1.2M |
| NCM Capital Management, LLC | 0.44% | No change | 1,988 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | No change | 1,978 | $1.2M |
| CCG Wealth Management, LLC | 0.33% | Add +31.0% | 1,967 | $1.2M |
| Clear Harbor Asset Management, LLC | 0.08% | Reduce -0.8% | 1,966 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.17% | Reduce -1.1% | 1,962 | $1.2M |
| Centiva Capital, LP | 0.06% | Add +104.2% | 1,960 | $1.2M |
| First City Capital Management, Inc. | 0.64% | Add +2.4% | 1,955 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 1,955 | $1.2M |
| Burling Wealth Partners, LLC | 0.19% | No change | 1,941 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.26% | Add +2.8% | 1,919 | $1.2M |
| Runnymede Capital Advisors, Inc. | 1.02% | New | 1,927 | $1.2M |
| Fiera Capital Corp | 0.00% | No change | 1,913 | $1.2M |
| Florida Trust Wealth Management Co | 0.03% | Reduce -1.3% | 1,910 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +0.1% | 1,963 | $1.2M |
| Lyell Wealth Management, LP | 0.09% | Reduce -0.5% | 1,903 | $1.2M |
| SOA Wealth Advisors, LLC. | 0.22% | Reduce -2.2% | 1,903 | $1.2M |
| Maltin Wealth Management, Inc. | 0.45% | No change | 1,897 | $1.2M |
| Orgel Wealth Management, LLC | 0.03% | Add +17.2% | 1,892 | $1.2M |
| Private Wealth Group, LLC | 0.54% | No change | 1,887 | $1.2M |
| Taylor Financial Group, Inc. | 0.70% | No change | 1,883 | $1.2M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 1,879 | $1.2M |
| Forza Wealth Management, LLC | 0.40% | No change | 1,876 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -2.6% | 1,872 | $1.2M |
| Jennison Associates LLC | 0.00% | Reduce -46.9% | 1,874 | $1.2M |
| Braun Stacey Associates Inc. | 0.04% | Add +20.8% | 1,871 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Reduce -5.3% | 1,788 | $1.2M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $1.2M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | Reduce -24.3% | 1,869 | $1.2M |
| SVB Wealth LLC | 0.08% | Reduce -3.4% | 1,867 | $1.2M |
| Saxon Interests, Inc. | 0.40% | Reduce -21.7% | 1,860 | $1.1M |
| E&G Advisors, LLC | 0.26% | Add +1.4% | 1,860 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +370.1% | 1,857 | $1.1M |
| Long Road Investment Counsel, LLC | 0.45% | No change | 1,850 | $1.1M |
| SkyView Investment Advisors, LLC | 0.15% | No change | 1,850 | $1.1M |
| Osborne Partners Capital Management, LLC | 0.06% | Reduce -9.4% | 1,843 | $1.1M |
| Howe & Rusling Inc. | 0.07% | No change | 1,840 | $1.1M |
| Blue Zone Wealth Advisors, LLC | 0.23% | Reduce -0.2% | 1,840 | $1.1M |
| Glassman Wealth Services | 0.15% | Add +5.6% | 1,836 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +2.3% | 1,834 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +11.4% | 1,821 | $1.1M |
| Huntington National Bank | 0.01% | New | 1,818 | $1.1M |
| Manchester Capital Management LLC | 0.16% | No change | 1,799 | $1.1M |
| RFG - Bristol Wealth Advisors, LLC | 0.30% | Add +70.5% | 1,797 | $1.1M |
| First National Bank of Mount Dora, Trust Investment Services | 0.24% | Reduce -1.8% | 1,796 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.18% | No change | 1,790 | $1.1M |
| Capital Advantage, Inc. | 0.14% | Reduce -0.1% | 1,784 | $1.1M |
| Sunpointe, LLC | 0.36% | Reduce -1.4% | 1,780 | $1.1M |
| Credit Agricole S A | 0.00% | No change | 1,776 | $1.1M |
| Peterson Wealth Services | 0.27% | Add +16.8% | 1,769 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | No change | 1,768 | $1.1M |
| Sfm, LLC | 0.66% | Reduce -0.1% | 1,764 | $1.1M |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 1,758 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 1,753 | $1.1M |
| BigSur Wealth Management LLC | 0.30% | Add +20.8% | 1,740 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +81.2% | 1,741 | $1.1M |
| Roberts Glore & Co. Inc. | 0.29% | Add +18.3% | 1,740 | $1.1M |
| Lynch & Associates | 0.20% | No change | 1,740 | $1.1M |
| Park National Corp. | 0.03% | Add +19.9% | 1,738 | $1.1M |
| Moment Partners, LLC | 0.19% | No change | 1,728 | $1.1M |
| Aprio Wealth Management, LLC | 0.06% | Add +5.5% | 1,727 | $1.1M |
| Paragon Capital Management Ltd | 0.22% | No change | 1,700 | $1.0M |
| Brighton Jones LLC | 0.02% | New | 1,697 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | No change | 1,687 | $1.0M |
| Cannon Capital Management, Inc. | 0.85% | Reduce -20.3% | 1,691 | $1.0M |
| Aegis Wealth Management, Inc. | 0.82% | Add +4.4% | 1,687 | $1.0M |
| Darrow Company, Inc. | 0.47% | No change | 1,683 | $1.0M |
| Up Strategic Wealth Investment Advisors LLC | 0.65% | No change | 1,537 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -7.4% | 1,671 | $1.0M |
| Legacy Private Trust Co. | 0.06% | No change | 1,665 | $1.0M |
| Jordan Park Group LLC | 0.05% | No change | 1,664 | $1.0M |
| Financial Solutions Advisory Group, Inc. | 0.14% | — | 1,657 | $1.0M |
| Fiduciary Alliance LLC | 0.06% | Add +11.7% | 1,561 | $1.0M |
| Old North State Trust, LLC | 0.60% | No change | 1,648 | $1.0M |
| White Pine Capital LLC | 0.28% | Reduce -9.1% | 1,646 | $1.0M |
| Berger Financial Group, Inc | 0.06% | Reduce -0.6% | 1,630 | $1.0M |
| Baker Avenue Asset Management, LP | 0.02% | No change | 1,627 | $1.0M |
| Vaughan David Investments LLC | 0.02% | No change | 1,626 | $1.0M |
| M3 Advisory Group, LLC | 0.62% | Add +2.5% | 1,621 | $1000K |
| Compound Planning, Inc. | 0.03% | Add +4.3% | 1,620 | $999K |
| Fortress Private Ledger, LLC | 0.31% | Add +52.3% | 1,613 | $995K |
| Sovereign Financial Group, Inc. | 0.17% | Reduce -0.3% | 1,607 | $991K |
| Sig Brokerage, LP | 0.28% | No change | 1,600 | $987K |
| VeraBank, N.A. | 0.18% | No change | 1,600 | $987K |
| Henderson Brothers Financial Partners, LLC | 0.25% | — | 1,592 | $982K |
| Beacon Financial Advisory LLC | 0.22% | Add +0.2% | 1,589 | $980K |
| OneAscent Financial Services LLC | 0.05% | Add +124.9% | 1,572 | $969K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.0% | 1,571 | $969K |
| Harvest Investment Services, LLC | 0.18% | Reduce -46.1% | 1,559 | $962K |
| Bridgewater Advisors Inc. | 0.06% | No change | 1,435 | $958K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +11.8% | 1,552 | $957K |
| StoneX Group Inc. | 0.05% | Add +76.0% | 1,549 | $956K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -13.0% | 1,536 | $948K |
| Clarendon Private LLC | 0.72% | Add +0.4% | 1,528 | $942K |
| Panoramic Capital Partners, LLC | 0.58% | Add +6.8% | 1,526 | $941K |
| Gen-Wealth Partners Inc | 0.29% | Reduce -0.4% | 1,507 | $929K |
| Warner Financial, Inc. | 0.32% | Add +0.1% | 1,505 | $928K |
| Wood Tarver Financial Group, LLC | 0.26% | Reduce -0.8% | 1,504 | $927K |
| Retirement Capital Strategies | 0.35% | No change | 1,502 | $926K |
| Black Maple Capital Management LP | 0.71% | Reduce -25.0% | 1,500 | $925K |
| Vista Investment Management | 0.31% | No change | 1,494 | $921K |
| Gambit Capital Management, LLC | 0.66% | Reduce -53.5% | 1,491 | $920K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.4% | 1,491 | $920K |
| 3EDGE Asset Management, LP | 0.04% | Add +11.5% | 1,487 | $917K |
| General Partner, Inc. | 0.56% | No change | 1,484 | $915K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +0.1% | 1,484 | $915K |
| First American Trust, FSB | 0.06% | Add +23.5% | 1,476 | $910K |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -18.1% | 1,472 | $908K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.69% | No change | 1,469 | $906K |
| Rothschild Capital Partners, LLC | 0.22% | Add +0.8% | 1,468 | $905K |
| Samalin Investment Counsel, LLC | 0.32% | Add +4.6% | 1,466 | $904K |
| Rialto Wealth Management, LLC | 0.20% | No change | 1,463 | $902K |
| Tritonpoint Wealth, LLC | 0.10% | No change | 1,457 | $901K |
| Prosperity Planning, Inc. | 0.32% | Reduce -2.5% | 1,460 | $900K |
| LCNB Corp. | 0.30% | Add +3.6% | 1,455 | $897K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | No change | 1,455 | $897K |
| Pettinga Financial Advisors LLC | 0.17% | Reduce -0.7% | 1,453 | $896K |
| American Money Management, LLC | 0.14% | Reduce -3.8% | 1,452 | $896K |
| Sachetta, LLC | 0.48% | Reduce -7.5% | 1,433 | $884K |
| Elevation Wealth Partners, LLC | 0.32% | Reduce -4.7% | 1,429 | $881K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -0.1% | 1,424 | $880K |
| WealthSpring Partners, LLC | 0.80% | Add +0.2% | 1,417 | $874K |
| Pasadena Private Wealth, LLC | 0.12% | Add +14.2% | 1,413 | $871K |
| IFP Advisors, Inc | 0.02% | Reduce -0.4% | 1,410 | $870K |
| Leisure Capital Management | 0.30% | No change | 1,405 | $867K |
| Lam Group, Inc. | 0.47% | No change | 1,400 | $863K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.1% | 1,400 | $863K |
| Douglass Winthrop Advisors, LLC | 0.02% | No change | 1,400 | $863K |
| Sawgrass Asset Management LLC | 0.13% | No change | 1,393 | $859K |
| Renaissance Investment Group LLC | 0.18% | Reduce -12.9% | 1,387 | $855K |
| Andrews, Lucia Wealth Management LLC | 0.51% | Add +0.1% | 1,383 | $853K |
| Fca Corp. | 0.24% | No change | 1,380 | $851K |
| United Community Bank | 0.28% | Add +3.0% | 1,377 | $849K |
| M. Kraus & Co | 0.25% | No change | 1,375 | $848K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +0.1% | 1,373 | $847K |
| Towne Trust Company, N.A | 0.27% | No change | 1,370 | $845K |
| Harmony Asset Management LLC | 0.26% | No change | 1,369 | $844K |
| Ashford Advisors, LLC | 0.20% | No change | 1,361 | $841K |
| BankPlus Trust Department | 0.22% | No change | 1,362 | $840K |
| Benjamin Edwards Inc. | 0.01% | Add +9.2% | 1,359 | $838K |
| Garden State Investment Advisory Services LLC | 0.20% | Reduce -12.2% | 1,344 | $835K |
| Opulen Financial Group LLC | 0.59% | Reduce -0.7% | 1,354 | $835K |
| McGuire Investment Group, LLC | 0.09% | No change | 1,354 | $835K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.2% | 1,349 | $832K |
| Viawealth, LLC | 0.45% | No change | 1,325 | $817K |
| Pacific Financial Group Inc. | 0.44% | Add +2.3% | 1,319 | $813K |
| Hohimer Wealth Management, LLC | 0.10% | No change | 1,316 | $812K |
| Dana Investment Advisors, Inc. | 0.02% | Add +1.9% | 1,308 | $807K |
| Rise Advisors, LLC | 0.28% | Add +3.5% | 1,293 | $804K |
| MontVue Capital Management, Inc. | 0.55% | Reduce -10.1% | 1,301 | $802K |
| Appleton Partners Inc. | 0.06% | No change | 1,300 | $802K |
| Schrum Private Wealth Management LLC | 0.61% | No change | 1,298 | $801K |
| L & S Advisors Inc | 0.10% | Reduce -39.3% | 1,289 | $795K |
| Apeiron RIA LLC | 0.18% | Add +13.9% | 1,289 | $795K |
| Compass Capital Corp. /Ma/ | 0.28% | Reduce -0.8% | 1,175 | $791K |
| Prosperity Bancshares Inc | 0.63% | No change | 1,277 | $788K |
| Kovack Advisors, Inc. | 0.04% | Reduce -2.5% | 1,267 | $784K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 1,268 | $782K |
| TruNorth Capital Management, LLC | 0.15% | No change | 1,265 | $780K |
| Sentinel Wealth Management, Inc. | 0.62% | No change | 1,260 | $779K |
| Fiduciary Wealth Partners, LLC | 0.51% | Reduce -24.7% | 1,261 | $778K |
| Holistic Financial Partners | 0.29% | Add +0.2% | 1,261 | $778K |
| Cypress Capital, LLC | 0.22% | Add +19.6% | 1,261 | $777K |
| DAVENPORT & Co LLC | 0.00% | Reduce -17.7% | 1,258 | $776K |
| Miramar Capital, LLC | 0.17% | No change | 1,252 | $772K |
| Avalon Trust Co | 0.05% | Add +25.0% | 1,250 | $771K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $766K |
| Ground Swell Capital, LLC | 1.58% | New | 1,241 | $765K |
| Urban Financial Advisory Corp | 0.27% | Add +0.4% | 1,241 | $765K |
| Mission Wealth Management, LP | 0.02% | Add +4.2% | 1,235 | $761K |
| HM Payson & Co. | 0.01% | No change | 1,228 | $757K |
| CGN Advisors LLC | 0.06% | No change | 1,225 | $756K |
| Simon Quick Advisors, LLC | 0.03% | No change | 1,224 | $755K |
| Kaydan Wealth Management, Inc. | 0.25% | No change | 1,220 | $752K |
| ORBA Wealth Advisors, L.L.C. | 0.89% | Reduce -0.7% | 1,216 | $750K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.1% | 1,215 | $749K |
| FCG Investment Co | 0.33% | — | 1,210 | $746K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 1,208 | $745K |
| Brightwater Advisory LLC | 0.49% | Add +1.7% | 1,197 | $738K |
| Sage Mountain Advisors LLC | 0.05% | No change | 1,190 | $734K |
| Omega Financial Group, LLC | 0.24% | Reduce -13.4% | 1,179 | $727K |
| Aerodigm Wealth, LLC | 0.27% | No change | 1,178 | $727K |
| Cascade Financial Partners, LLC | 0.07% | No change | 1,175 | $725K |
| STAR Financial Bank | 0.34% | Reduce -6.3% | 1,167 | $720K |
| Stanich Group LLC | 0.54% | Reduce -0.4% | 1,156 | $713K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.7% | 1,154 | $712K |
| Parkside Financial Bank & Trust | 0.05% | No change | 1,152 | $711K |
| North Star Asset Management Inc. | 0.03% | No change | 1,151 | $710K |
| Truepoint, Inc. | 0.02% | Reduce -1.1% | 1,144 | $706K |
| Pacific Sun Financial Corp | 0.34% | No change | 1,142 | $705K |
| CX Institutional | 0.02% | Reduce -2.9% | 1,142 | $705K |
| CDM Financial Counseling Services, Inc. | 0.67% | Reduce -2.6% | 1,142 | $704K |
| Livet Wealth, LLC | 0.45% | Reduce -0.8% | 1,141 | $704K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $703K |
| Boyum Wealth Architects LLC | 0.29% | No change | 1,054 | $700K |
| New Hampshire Trust | 0.14% | No change | 1,134 | $699K |
| Single Point Partners, LLC | 0.14% | No change | 1,131 | $698K |
| Mirador Capital Partners LP | 0.10% | Add +5.3% | 1,124 | $693K |
| City National Bank of Florida | 0.41% | No change | 1,119 | $690K |
| Marion Wealth Management | 0.15% | Add +0.3% | 1,114 | $687K |
| Jacksonville Wealth Management, LLC | 0.46% | Reduce -1.5% | 1,109 | $684K |
| Summit Asset Management, LLC | 0.10% | No change | 1,108 | $683K |
| BLB&B Advisors, LLC | 0.03% | Reduce -0.3% | 1,107 | $683K |
| Round Rock Advisors LLC | 0.10% | Reduce -3.8% | 1,101 | $679K |
| River Street Advisors LLC | 0.23% | Add +3.3% | 1,098 | $677K |
| Peak Planning Group, LLC | 0.19% | Reduce -9.1% | 1,097 | $676K |
| Carrera Capital Advisors | 0.10% | Reduce -23.6% | 1,091 | $675K |
| AE Wealth Management LLC | 0.00% | Reduce -26.7% | 1,084 | $669K |
| Howland Capital Management LLC | 0.03% | No change | 1,077 | $666K |
| Fagan Associates, Inc. | 0.09% | Add +0.1% | 1,078 | $665K |
| Kanawha Capital Management LLC | 0.05% | Reduce -0.8% | 1,077 | $664K |
| Royal Fund Management, LLC | 0.06% | No change | 1,075 | $663K |
| McIlrath & Eck, LLC | 0.05% | No change | 1,075 | $663K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -0.7% | 1,075 | $663K |
| Vise Technologies, Inc. | 0.01% | No change | 1,093 | $659K |
| MRWM Advisors, LLC | 0.36% | Add +21.6% | 1,068 | $659K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.9% | 1,065 | $657K |
| Daytona Street Capital LLC | 0.51% | No change | 1,050 | $657K |
| Turtle Creek Wealth Advisors, LLC | 0.05% | No change | 1,064 | $656K |
| RTD Financial Advisors, Inc. | 0.08% | Reduce -33.8% | 1,062 | $655K |
| First Western Trust Bank | 0.03% | No change | 1,055 | $651K |
| WBH Advisory Inc. | 0.05% | No change | 1,046 | $650K |
| Certified Advisory Corp | 0.06% | Reduce -2.1% | 1,049 | $647K |
| Citizens Business Bank | 0.11% | No change | 1,041 | $642K |
| River Wealth Advisors LLC | 0.07% | Reduce -11.5% | 1,036 | $639K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -0.5% | 1,035 | $638K |
| Congress Asset Management Co. | 0.00% | Add +16.6% | 1,034 | $638K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +1.7% | 1,034 | $638K |
| WorthPointe, LLC | 0.17% | No change | 1,032 | $636K |
| Members Trust Co | 0.02% | No change | 1,030 | $635K |
| Baxter Bros Inc. | 0.08% | No change | 1,023 | $631K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 1,017 | $627K |
| HUB Investment Partners, LLC | 0.02% | Add +29.8% | 1,015 | $626K |
| Range Advisory, LLC | 0.12% | Add +2.3% | 1,014 | $625K |
| Spire Wealth Management | 0.02% | Add +0.1% | 1,011 | $624K |
| First National Trust Co | 0.02% | Reduce -2.8% | 1,010 | $623K |
| Nemes Rush Group LLC | 0.06% | Reduce -10.1% | 1,008 | $622K |
| Nwam LLC | 0.04% | Reduce -54.7% | 1,008 | $622K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.1% | 1,008 | $621K |
| Connors Investor Services Inc. | 0.06% | No change | 1,007 | $621K |
| Greystone Financial Group, LLC | 0.18% | Reduce -34.3% | 1,004 | $619K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 1,002 | $618K |
| AlphaCore Capital LLC | 0.01% | Reduce -17.4% | 998 | $615K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -7.4% | 1,008 | $614K |
| Silvia McColl Wealth Management, LLC | 0.40% | No change | 994 | $613K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 994 | $613K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -0.7% | 993 | $612K |
| Seven Mile Advisory | 0.44% | No change | 992 | $612K |
| Broadview Financial Management, LLC | 0.42% | Add +0.4% | 990 | $611K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -0.3% | 989 | $610K |
| Tanager Wealth Management LLP | 0.06% | No change | 988 | $609K |
| SevenBridge Financial Group, LLC | 0.10% | No change | 917 | $608K |
| Diversified Enterprises, LLC | 0.03% | New | 985 | $608K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +142.7% | 983 | $606K |
| Glenview Trust Co | 0.01% | Add +2.5% | 976 | $602K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -7.4% | 975 | $601K |
| HBK Sorce Advisory LLC | 0.01% | Add +1.4% | 885 | $598K |
| Maren Capital LLC | 0.03% | No change | 964 | $595K |
| BSW Wealth Partners | 0.07% | No change | 960 | $592K |
| FWG Holdings, LLC | 0.22% | Reduce -3.2% | 946 | $591K |
| Clear Trail Advisors, LLC | 0.10% | No change | 953 | $588K |
| Smithfield Trust Co | 0.03% | Reduce -3.0% | 955 | $586K |
| Ghe, LLC | 0.24% | Reduce -20.9% | 949 | $585K |
| Tower View Wealth Management LLC | 0.30% | Reduce -0.4% | 949 | $585K |
| Stone Summit Wealth LLC | 0.16% | Reduce -16.3% | 944 | $582K |
| Aspen Grove Capital, LLC | 0.11% | Reduce -29.4% | 938 | $581K |
| HTG Investment Advisors, Inc. | 0.17% | New | 940 | $580K |
| Evernest Financial Advisors, LLC | 0.12% | No change | 871 | $579K |
| Bell Bank | 0.02% | No change | 935 | $577K |
| Blue Trust, Inc. | 0.01% | Reduce -15.4% | 932 | $575K |
| Northland Securities, Inc. | 0.54% | No change | 928 | $572K |
| HCR Wealth Advisors | 0.06% | No change | 926 | $571K |
| Lee Danner & Bass Inc. | 0.04% | No change | 925 | $571K |
| J.Safra Asset Management Corp | 0.03% | Reduce -54.4% | 923 | $569K |
| Sanchez Gaunt Capital Management, LLC | 0.35% | — | 922 | $569K |
| Trillium Asset Management, LLC | 0.02% | No change | 920 | $567K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.5% | 917 | $566K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 926 | $559K |
| First PREMIER Bank | 0.13% | No change | 902 | $556K |
| Eagle Strategies LLC | 0.07% | Add +3.9% | 900 | $555K |
| Kintra Wealth, LLC | 0.04% | Add +17.2% | 898 | $554K |
| Titleist Asset Management, LLC | 0.04% | Reduce -8.2% | 897 | $553K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +49.8% | 830 | $552K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -0.8% | 892 | $550K |
| Vertex Planning Partners, LLC | 0.11% | No change | 891 | $550K |
| InTrack Investment Management Inc | 0.31% | Reduce -44.4% | 889 | $548K |
| Park Avenue Securities LLC | 0.00% | Add +13.7% | 888 | $548K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 888 | $548K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 888 | $548K |
| JNBA Financial Advisors | 0.05% | Reduce -3.6% | 887 | $547K |
| First Business Financial Services, Inc. | 0.05% | No change | 887 | $547K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.1% | 887 | $547K |
| Creekside Partners | 0.23% | Reduce -0.3% | 886 | $546K |
| Coordinated Financial Services, Inc. | 0.32% | No change | 883 | $545K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -3.5% | 879 | $542K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +0.3% | 877 | $541K |
| Forum Financial Management, LP | 0.01% | Reduce -1.5% | 872 | $538K |
| Huntleigh Advisors, Inc. | 0.09% | No change | 870 | $537K |
| Naviter Wealth, LLC | 0.07% | No change | 866 | $535K |
| Toth Financial Advisory Corp. | 0.06% | Add +6.8% | 866 | $534K |
| Leo Wealth, LLC | 0.04% | Reduce -6.0% | 865 | $534K |
| United Bank | 0.07% | Reduce -16.3% | 858 | $529K |
| Stablepoint Partners, LLC | 0.08% | Reduce -6.2% | 857 | $529K |
| Shepherd Financial Partners LLC | 0.05% | No change | 855 | $527K |
| Rockline Wealth Management, LLC | 0.11% | No change | 855 | $527K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 849 | $524K |
| Montis Financial, LLC | 0.11% | No change | 848 | $523K |
| Genesis Wealth Advisors, LLC | 0.35% | Reduce -9.1% | 846 | $522K |
| Lifestyle Asset Management, Inc. | 0.17% | Add +43.9% | 843 | $520K |
| Platform Technology Partners | 0.10% | No change | 841 | $519K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 840 | $518K |
| Betterment LLC | 0.00% | Add +14.6% | 839 | $517K |
| Eagle Global Advisors LLC | 0.02% | Reduce -5.6% | 838 | $517K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 835 | $516K |
| Missouri Trust & Investment Co | 0.15% | Reduce -0.6% | 836 | $516K |
| Abound Financial, LLC | 0.22% | Reduce -0.9% | 831 | $513K |
| Stillwater Capital Advisors, LLC | 0.06% | New | 830 | $512K |
| Brooklyn Investment Group | 0.02% | New | 829 | $511K |
| Apollon Financial, LLC | 0.07% | Reduce -1.8% | 823 | $508K |
| Harbour Investment Management LLC | 0.28% | Reduce -1.7% | 819 | $507K |
| Mairs & Power Inc. | 0.01% | New | 819 | $505K |
| CoreCap Advisors, LLC | 0.02% | Add +3.0% | 819 | $505K |
| Canvas Wealth Advisors, LLC | 0.09% | New | 816 | $503K |
| Seelaus Asset Management LLC | 0.36% | Reduce -13.3% | 814 | $502K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -3.7% | 813 | $501K |
| GK Wealth Management LLC | 0.44% | New | 836 | $501K |
| DWR Wealth Management, LLC | 0.44% | No change | 836 | $501K |
| Parcion Private Wealth LLC | 0.03% | No change | 810 | $500K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $493K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $493K |
| Almanack Investment Partners, LLC. | 0.08% | No change | 799 | $493K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 798 | $492K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +70.9% | 798 | $492K |
| Invenomic Capital Management LP | 0.02% | No change | 797 | $492K |
| Vista Investment Partners Ii, LLC | 0.22% | New | 796 | $491K |
| Washington Trust Bank | 0.04% | Add +22.3% | 794 | $490K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.1% | 793 | $489K |
| Verdence Capital Advisors LLC | 0.03% | No change | 792 | $489K |
| Orleans Capital Management Corp. | 0.33% | No change | 791 | $488K |
| Ancora Advisors LLC | 0.01% | No change | 790 | $487K |
| One Charles Private Wealth Services, LLC | 0.12% | No change | 788 | $486K |
| Canal Capital Management, LLC | 0.07% | Reduce -6.2% | 785 | $484K |
| Objectivity Squared, LLC | 0.30% | Add +0.4% | 783 | $483K |
| Summit Place Financial Advisors, LLC | 0.23% | No change | 780 | $481K |
| Deltec Asset Management LLC | 0.09% | New | 780 | $481K |
| Ritholtz Wealth Management | 0.01% | Add +0.4% | 779 | $480K |
| Belpointe Asset Management LLC | 0.02% | Add +77.0% | 777 | $480K |
| Independent Advisor Alliance | 0.01% | New | 773 | $477K |
| Harbor Group, Inc. | 0.07% | No change | 760 | $469K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.3% | 759 | $468K |
| NewEdge Wealth, LLC | 0.01% | Reduce -93.3% | 757 | $467K |
| BIP Wealth, LLC | 0.02% | Add +40.7% | 757 | $467K |
| LS Investment Advisors, LLC | 0.07% | No change | 753 | $464K |
| TMB Capital Partners, LLC | 0.16% | Add +0.4% | 752 | $464K |
| Breachway Investments LLC | 0.44% | Add +1.2% | 743 | $462K |
| Measured Risk Portfolios, Inc. | 0.51% | Add +4.0% | 746 | $460K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 741 | $458K |
| Avior Wealth Management, LLC | 0.01% | Add +65.6% | 742 | $458K |
| Arwa LLC | 0.22% | No change | 702 | $453K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 734 | $453K |
| Isthmus Partners, LLC | 0.05% | Add +2.1% | 733 | $452K |
| JDM Financial Group LLC | 0.17% | Add +3812.9% | 26,960 | $451K |
| Diesslin Group, Inc. | 0.20% | Reduce -7.5% | 730 | $450K |
| Ardent Capital Management, Inc. | 0.19% | No change | 730 | $450K |
| Pioneer Trust Bank N A | 0.11% | No change | 728 | $449K |
| Petix & Botte Co | 0.20% | Reduce -50.0% | 725 | $447K |
| Rodgers Brothers Inc. | 0.05% | Reduce -3.1% | 725 | $447K |
| Wagner Wealth Management, LLC | 0.09% | No change | 722 | $445K |
| CRA Financial Services, LLC | 0.06% | Reduce -4.1% | 722 | $445K |
| PFG Investments, LLC | 0.02% | Reduce -2.6% | 722 | $445K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 717 | $442K |
| Ellerson Group Inc. | 0.29% | No change | 715 | $441K |
| Field & Main Bank | 0.13% | No change | 714 | $440K |
| Lawood & Co. | 0.41% | No change | 710 | $438K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 708 | $437K |
| Tred Avon Family Wealth, LLC | 0.15% | Reduce -5.3% | 707 | $436K |
| Coquina Private Wealth LLC | 0.35% | No change | 706 | $435K |
| Napier Financial, LLC | 0.10% | New | 705 | $435K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 704 | $434K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 704 | $434K |
| Hickory Point Bank & Trust | 0.29% | No change | 703 | $434K |
| Guyasuta Investment Advisors Inc. | 0.03% | Reduce -20.1% | 702 | $433K |
| Brand Asset Management Group, Inc. | 0.11% | No change | 701 | $432K |
| Neumann Capital Management, LLC | 0.13% | Reduce -6.7% | 700 | $432K |
| Black Diamond Financial, LLC | 0.05% | Reduce -0.3% | 700 | $432K |
| First Trust Advisors LP | 0.00% | Add +86.7% | 700 | $432K |
| Watershed Private Wealth LLC | 0.13% | Reduce -0.4% | 699 | $431K |
| Catalyst Financial Partners LLC | 0.05% | No change | 699 | $431K |
| Selby Wealth Management, LLC | 0.17% | Reduce -1.3% | 697 | $430K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 690 | $426K |
| True North Advisors, LLC | 0.05% | New | 689 | $425K |
| Steinberganna Wealth Management | 0.20% | Add +0.3% | 688 | $424K |
| Roehl & Yi Investment Advisors, LLC | 0.16% | Add +14.1% | 688 | $424K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 688 | $424K |
| Retirement Planning Co of New England, Inc. | 0.17% | Reduce -1.4% | 688 | $424K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 687 | $424K |
| CM Wealth Advisors LLC | 0.09% | No change | 685 | $424K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.4% | 686 | $423K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -2.1% | 684 | $422K |
| WealthPLAN Partners, LLC | 0.08% | Reduce -41.4% | 683 | $421K |
| Capital Advisors Inc. | 0.01% | No change | 683 | $421K |
| Empowered Funds, LLC | 0.00% | New | 682 | $421K |
| Keudell/Morrison Wealth Management | 0.09% | Add +3.6% | 682 | $421K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 681 | $420K |
| Trek Financial, LLC | 0.02% | New | 680 | $419K |
| Grant Street Asset Management, Inc. | 0.08% | New | 678 | $418K |
| PFG Advisors | 0.02% | Reduce -6.2% | 676 | $417K |
| Carret Asset Management, LLC | 0.04% | No change | 675 | $416K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +15.9% | 671 | $414K |
| McMillan Office, Inc. | 0.05% | No change | 670 | $413K |
| Blackston Financial Advisory Group, LLC | 0.26% | Reduce -18.2% | 669 | $413K |
| Ayrshire Capital Management LLC | 0.21% | No change | 667 | $411K |
| Wealth Architects, LLC | 0.04% | No change | 666 | $411K |
| Wealth Alliance, LLC | 0.04% | Reduce -60.5% | 665 | $410K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 662 | $408K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +10.5% | 609 | $405K |
| Cannell & Spears LLC | 0.01% | No change | 655 | $404K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $403K |
| Larson Financial Group LLC | 0.01% | Reduce -55.8% | 650 | $401K |
| Steelhead Wealth Management LLC | 0.20% | — | 650 | $401K |
| Ruggaard & Associates LLC | 0.16% | No change | 650 | $401K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 650 | $401K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -7.7% | 644 | $398K |
| Boston Trust Walden Corp | 0.00% | No change | 645 | $398K |
| Colter Lewis Investment Partners LLC | 0.37% | No change | 640 | $396K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.3% | 627 | $387K |
| Cypress Wealth Services, LLC | 0.05% | Add +29.1% | 626 | $386K |
| MLP3, LLC | 0.43% | Add +0.2% | 623 | $384K |
| Aberdeen Wealth Management LLC | 0.17% | Reduce -11.4% | 621 | $383K |
| BlueSky Wealth Advisors, LLC | 0.05% | No change | 618 | $381K |
| SYM FINANCIAL Corp | 0.04% | No change | 618 | $381K |
| Cortland Associates Inc. | 0.05% | Add +6.2% | 616 | $380K |
| Howard Capital Management Group, LLC | 0.03% | No change | 615 | $379K |
| Summa Corp. | 0.16% | No change | 600 | $378K |
| Arrowroot Family Office, LLC | 0.12% | Reduce -15.8% | 609 | $376K |
| Simplicity Wealth,LLC | 0.02% | Add +41.0% | 609 | $376K |
| Members Wealth LLC | 0.22% | No change | 562 | $373K |
| TriaGen Wealth Management LLC | 0.10% | No change | 600 | $370K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -5.8% | 600 | $370K |
| Seascape Capital Management | 0.11% | No change | 600 | $370K |
| Corsair Capital Management, L.P. | 0.05% | No change | 597 | $368K |
| Wedmont Private Capital | 0.01% | Add +0.2% | 566 | $364K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 589 | $363K |
| Financial Council, LLC | 0.14% | No change | 585 | $361K |
| Money Concepts Capital Corp. | 0.02% | Reduce -16.6% | 585 | $361K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -1.4% | 584 | $360K |
| REDW Wealth LLC | 0.14% | Add +0.3% | 583 | $359K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -4.9% | 582 | $359K |
| Scarborough Advisors, LLC | 0.04% | Reduce -3.0% | 580 | $357K |
| Claro Advisors Inc. | 0.04% | Reduce -2.4% | 578 | $356K |
| Legacy Financial Strategies, LLC | 0.06% | No change | 576 | $355K |
| Norden Group LLC | 0.03% | Reduce -0.3% | 576 | $355K |
| Heritage Investment Group, Inc. | 0.05% | No change | 575 | $355K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -2.5% | 575 | $355K |
| Avity Investment Management Inc. | 0.03% | Reduce -10.8% | 575 | $355K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -0.3% | 573 | $354K |
| Asset Dedication, LLC | 0.02% | Reduce -8.0% | 572 | $353K |
| Integrity Alliance, Llc. | 0.01% | Reduce -10.2% | 571 | $352K |
| Northeast Planning Associates, Inc. / NH / | 0.24% | No change | 570 | $352K |
| Optivise Advisory Services LLC | 0.21% | Reduce -0.3% | 570 | $352K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 570 | $352K |
| Ledyard National Bank | 0.03% | Reduce -4.8% | 569 | $351K |
| Well Done, LLC | 0.05% | Reduce -4.2% | 565 | $348K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -0.2% | 563 | $348K |
| Paragon Capital Management LLC | 0.17% | No change | 563 | $347K |
| Bridges Investment Management Inc. | 0.00% | No change | 563 | $347K |
| NWF Advisory Services Inc. | 0.04% | No change | 562 | $347K |
| Bouchey Financial Group, Ltd. | 0.03% | No change | 536 | $347K |
| UMB Bank, n.a. | 0.00% | No change | 557 | $344K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 557 | $344K |
| Trail Ridge Investment Advisors, LLC | 0.15% | Reduce -7.2% | 556 | $343K |
| WP Advisors, LLC | 0.09% | Add +0.4% | 555 | $342K |
| Jain Global LLC | 0.00% | New | 551 | $340K |
| Red Lighthouse Investment Management, LLC | 0.11% | New | 550 | $339K |
| WealthPlan Investment Management, LLC | 0.02% | New | 549 | $339K |
| 49 Wealth Management, LLC | 0.03% | Reduce -0.4% | 548 | $338K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -1.6% | 546 | $337K |
| Heritage Trust Co | 0.03% | No change | 544 | $336K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +9.9% | 543 | $335K |
| Empirical Asset Management, LLC | 0.09% | Add +0.2% | 542 | $335K |
| ArborFi Advisors, LLC | 0.27% | Reduce -3.0% | 541 | $334K |
| XY Planning Network, Inc. | 0.05% | No change | 534 | $332K |
| Evolve Private Wealth, LLC | 0.02% | Add +10.5% | 535 | $330K |
| Visionary Wealth Advisors | 0.01% | No change | 529 | $327K |
| Chris Bulman Inc | 0.14% | New | 524 | $323K |
| Bangor Savings Bank | 0.03% | No change | 523 | $323K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 523 | $323K |
| Counterweight Ventures, LLC | 0.18% | Add +30.5% | 522 | $322K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $322K |
| 2UniFi Bank | 0.16% | No change | 521 | $321K |
| Novare Capital Management LLC | 0.03% | Reduce -8.3% | 521 | $321K |
| Wealthcare Capital Management LLC | 0.03% | No change | 519 | $320K |
| J. Team Financial, Inc. | 0.36% | Reduce -8.3% | 518 | $319K |
| Guidance Point Advisors, LLC | 0.08% | Reduce -0.4% | 515 | $319K |
| S.A. Mason LLC | 0.12% | No change | 516 | $318K |
| Camden National Bank | 0.04% | No change | 516 | $318K |
| Libra Wealth LLC | 0.09% | No change | 515 | $318K |
| Redwood Park Advisors LLC | 0.23% | Reduce -6.9% | 515 | $318K |
| Samara Investment Management, LLC | 0.33% | — | 511 | $315K |
| Strategic Advisors LLC | 0.05% | No change | 511 | $315K |
| Medallion Wealth Advisors, LLC | 0.10% | Reduce -2.5% | 511 | $315K |
| Good Harbor Advisors, Inc. | 0.34% | No change | 503 | $310K |
| Shaker Investments LLC | 0.14% | Add +0.2% | 501 | $309K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 500 | $308K |
| MBL Wealth, LLC | 0.02% | No change | 500 | $308K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -11.2% | 499 | $308K |
| Assetmark, Inc. | 0.00% | Add +28.1% | 497 | $307K |
| Trust Co. of Toledo NA | 0.03% | Add +46.4% | 492 | $303K |
| Pathfinder Wealth Consulting, Inc. | 0.20% | Reduce -3.0% | 489 | $302K |
| Berkeley, Inc | 0.10% | Reduce -16.6% | 489 | $302K |
| marrick wealth, LLC | 0.25% | No change | 488 | $301K |
| Western Reserve Capital Management, LLC | 0.25% | No change | 488 | $301K |
| Councilor Wealth, LLC | 0.15% | Reduce -9.3% | 487 | $300K |
| Bfsg, LLC | 0.03% | No change | 485 | $299K |
| Sound Portfolio Advisors, LLC | 0.24% | Reduce -8.2% | 483 | $298K |
| Tranquility Partners, LLC | 0.11% | No change | 483 | $298K |
| Strategic Financial Concepts, LLC | 0.07% | New | 482 | $297K |
| Heritage Wealth Management, Inc. | 0.15% | Add +9.1% | 481 | $297K |
| Granite Harbor Advisors, Inc. | 0.13% | Reduce -2.4% | 479 | $295K |
| CVFG LLC | 0.04% | New | 475 | $293K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 475 | $293K |
| Lesa Sroufe & Co | 0.20% | No change | 470 | $290K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -1.1% | 469 | $289K |
| PDS Planning, Inc | 0.02% | No change | 468 | $289K |
| Bensler, LLC | 0.03% | Add +0.4% | 468 | $288K |
| Essex Bank | 0.06% | No change | 467 | $288K |
| Capital Asset Advisory Services LLC | 0.01% | Add +0.5% | 429 | $287K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $287K |
| Root Financial Partners, LLC | 0.01% | No change | 465 | $287K |
| Ticino Wealth | 0.10% | No change | 460 | $286K |
| Gladwyn Financial Advisors, Inc. | 0.20% | Add +4.5% | 464 | $286K |
| Aspen Investment Management Inc | 0.09% | No change | 463 | $286K |
| SouthState Bank Corp | 0.01% | No change | 463 | $286K |
| WealthTrust Axiom LLC | 0.07% | Reduce -0.9% | 462 | $285K |
| Ballast Rock Private Wealth LLC | 0.16% | Reduce -13.8% | 461 | $285K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $284K |
| O'Brien Greene & Co. Inc | 0.08% | No change | 460 | $284K |
| Sapient Capital LLC | 0.00% | No change | 457 | $283K |
| Evergreen Capital Management LLC | 0.01% | No change | 457 | $283K |
| Adkins Seale Capital Management LLC | 0.28% | No change | 458 | $282K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 456 | $282K |
| Northstar Asset Management Inc. | 0.09% | No change | 456 | $281K |
| Generation Capital Management LLC | 0.21% | New | 455 | $281K |
| Progressive Investment Management Corp | 0.07% | Reduce -8.8% | 455 | $281K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.9% | 452 | $279K |
| Entrust Financial LLC | 0.19% | No change | 450 | $278K |
| Financial Counselors Inc. | 0.39% | Reduce -20.8% | 450 | $278K |
| American National Bank of Texas | 0.26% | No change | 450 | $278K |
| Alkeme Wealth, LLC | 0.11% | No change | 450 | $278K |
| JSF Financial, LLC | 0.05% | Reduce -4.3% | 449 | $277K |
| Financial Partners Group, Inc | 0.03% | No change | 448 | $276K |
| Trexquant Investment LP | 0.00% | Reduce -14.3% | 448 | $276K |
| Fermata Advisors, LLC | 0.06% | Add +0.2% | 448 | $276K |
| Per Stirling Capital Management, LLC. | 0.03% | No change | 445 | $275K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | No change | 445 | $274K |
| Inspirion Wealth Advisors, LLC | 0.03% | No change | 445 | $274K |
| Aquire Wealth Advisors, LLC | 0.07% | No change | 444 | $274K |
| Oder Investment Management, LLC | 0.21% | No change | 443 | $273K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 443 | $273K |
| TD Asset Management Inc | 0.00% | No change | 442 | $273K |
| BlueChip Wealth Advisors LLC | 0.12% | No change | 442 | $273K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -5.8% | 437 | $271K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.6% | 439 | $271K |
| Factor Wealth Management LTD | 0.05% | Add +0.2% | 437 | $270K |
| Signaturefd, LLC | 0.00% | No change | 436 | $269K |
| Vision Retirement, LLC | 0.08% | Add +0.5% | 436 | $269K |
| Smithbridge Asset Management Inc. | 0.04% | New | 435 | $268K |
| Inscription Capital, LLC | 0.03% | No change | 434 | $268K |
| Bedell Frazier Investment Counselling, LLC | 0.05% | No change | 433 | $267K |
| Allegheny Financial Group | 0.04% | Add +0.2% | 432 | $267K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $265K |
| OxenFree Capital LLC | 0.13% | No change | 405 | $264K |
| Unified Investment Management | 0.27% | Add +0.5% | 427 | $263K |
| Broadway Wealth Solutions, Inc. | 0.14% | No change | 427 | $263K |
| Legacy Trust | 0.05% | No change | 426 | $263K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $262K |
| Estate Counselors, LLC | 0.02% | New | 425 | $262K |
| National Bank of Canada | 0.00% | Reduce -4.3% | 424 | $262K |
| Investment Partners, LTD. | 0.09% | No change | 424 | $262K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +0.5% | 429 | $261K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 422 | $260K |
| Bogart Wealth, LLC | 0.01% | Reduce -36.1% | 422 | $260K |
| Excalibur Management Corp. | 0.09% | No change | 421 | $260K |
| Lowery Thomas, LLC | 0.15% | Add +0.5% | 421 | $259K |
| Powerhouse Assets LLC | 0.22% | Add +2.5% | 418 | $258K |
| Bar Harbor Wealth Management | 0.01% | No change | 414 | $255K |
| Trust Co | 0.02% | No change | 411 | $253K |
| Mather Group, Llc. | 0.00% | New | 411 | $253K |
| Advisory Alpha, LLC | 0.01% | New | 410 | $253K |
| S&A Financial Services, Inc. | 0.17% | — | 410 | $253K |
| First Pacific Financial | 0.03% | Add +0.3% | 409 | $252K |
| Sheets Smith Wealth Management | 0.03% | New | 406 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 405 | $250K |
| Alexander Randolph Advisory, Inc. | 0.21% | No change | 404 | $249K |
| Keel Point, LLC | 0.02% | Reduce -17.4% | 400 | $247K |
| Alpha Zero LLC | 0.12% | No change | 400 | $247K |
| Warren Street Wealth Advisors, LLC | 0.06% | New | 400 | $247K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $247K |
| SkyOak Wealth, LLC | 0.05% | No change | 400 | $247K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $247K |
| Stonebridge Financial Group, LLC / MO | 0.21% | No change | 398 | $245K |
| Hengehold Capital Management LLC | 0.02% | No change | 397 | $245K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 395 | $244K |
| Summit Financial Wealth Advisors, LLC | 0.03% | Add +0.3% | 394 | $243K |
| Ruggiero Investments, Inc. | 0.23% | Reduce -14.2% | 393 | $242K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.5% | 392 | $242K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $242K |
| Milestone Asset Management Group, LLC | 0.14% | Add +3.8% | 387 | $239K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -11.2% | 387 | $238K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $237K |
| Quadrant Capital Group LLC | 0.01% | Add +2.7% | 385 | $237K |
| Thompson Davis & Co., Inc. | 0.16% | Reduce -18.3% | 384 | $237K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $236K |
| Westside Investment Management, Inc. | 0.04% | No change | 380 | $236K |
| Foster Group, Inc. | 0.01% | No change | 381 | $235K |
| Noesis Capital Mangement Corp. | 0.03% | Reduce -11.6% | 380 | $234K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 377 | $233K |
| Edgestream Partners, L.P. | 0.01% | Reduce -10.9% | 377 | $233K |
| Arjuna Capital | 0.06% | New | 375 | $231K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 375 | $231K |
| Fulton Breakefield Broenniman LLC | 0.01% | No change | 374 | $231K |
| Team Hewins, LLC | 0.07% | New | 373 | $231K |
| Orion Capital Management LLC | 0.08% | No change | 374 | $230K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 373 | $230K |
| Atwood & Palmer Inc. | 0.01% | No change | 373 | $230K |
| Accurate Wealth Management, LLC | 0.03% | Add +2.9% | 356 | $230K |
| Stokes Family Office, LLC | 0.02% | No change | 372 | $229K |
| Northeast Investment Management | 0.01% | No change | 372 | $229K |
| Fourth Dimension Wealth, LLC | 0.09% | New | 370 | $228K |
| Patten & Patten Inc. | 0.01% | No change | 370 | $228K |
| Jacobs & Co. | 0.02% | No change | 370 | $228K |
| Financial Futures Ltd Liability Co. | 0.10% | Add +1.9% | 368 | $227K |
| Enclave Advisors LLC | 0.03% | New | 366 | $226K |
| Magnolia Capital Advisors LLC | 0.04% | New | 365 | $225K |
| Pursue Wealth Partners LLC | 0.13% | No change | 365 | $225K |
| First Foundation Advisors | 0.01% | No change | 363 | $224K |
| Tradition Wealth Management, LLC | 0.02% | No change | 361 | $223K |
| Lumbard & Kellner, LLC | 0.08% | No change | 360 | $222K |
| Magnus Financial Group LLC | 0.02% | No change | 359 | $222K |
| Forbes J M & Co. LLP | 0.02% | No change | 358 | $221K |
| Nordwand Advisors, LLC | 0.04% | Add +4.4% | 357 | $220K |
| Empower Advisory Group, LLC | 0.00% | Reduce -13.0% | 356 | $219K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $219K |
| Proficio Capital Partners LLC | 0.01% | No change | 353 | $218K |
| Cadinha & Co. LLC | 0.04% | No change | 353 | $218K |
| Cynosure Group, LLC | 0.03% | New | 353 | $218K |
| American Capital Management Inc. | 0.01% | No change | 353 | $218K |
| Contravisory Investment Management, Inc. | 0.04% | Reduce -0.3% | 352 | $217K |
| Kapstone Financial Advisors LLC | 0.11% | No change | 352 | $217K |
| Debussy Capital Management LP | 0.03% | Reduce -10.0% | 352 | $217K |
| CNB Bank | 0.09% | Add +2.0% | 351 | $216K |
| Dimension Capital Management LLC | 0.03% | No change | 351 | $216K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $216K |
| Modern Wealth Management, LLC | 0.00% | No change | 348 | $216K |
| Purkiss Capital Advisors LLC | 0.09% | No change | 350 | $216K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -3.9% | 350 | $216K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.3% | 350 | $216K |
| Breakwater Investment Management | 0.08% | Reduce -8.2% | 349 | $215K |
| Flagship Private Wealth, LLC | 0.09% | Reduce -19.0% | 349 | $215K |
| Great Waters Wealth Management | 0.02% | No change | 348 | $215K |
| First Interstate Bank | 0.01% | No change | 346 | $213K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -8.8% | 344 | $212K |
| JB Capital LLC | 0.01% | Reduce -8.0% | 343 | $212K |
| One Capital Management, LLC | 0.01% | Reduce -6.3% | 342 | $211K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Add +0.3% | 342 | $211K |
| Glaxis Capital Management, LLC | 0.26% | Reduce -74.6% | 340 | $210K |
| Guild Investment Management, Inc. | 0.15% | No change | 340 | $210K |
| Oarsman Capital, Inc. | 0.03% | No change | 340 | $210K |
| Marino, Stram & Associates LLC | 0.04% | No change | 339 | $209K |
| Integrated Wealth Management | 0.24% | No change | 337 | $208K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 337 | $208K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.0% | 336 | $207K |
| Windsor Capital Management, LLC | 0.06% | Reduce -1.8% | 336 | $207K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.15% | New | 310 | $207K |
| Strategent Financial, LLC | 0.14% | No change | 334 | $206K |
| Occidental Asset Management, LLC | 0.02% | No change | 333 | $205K |
| Silver Oak Advisory Group, Inc. | 0.09% | No change | 333 | $205K |
| First Bank & Trust | 0.03% | No change | 332 | $205K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 332 | $205K |
| FourThought Financial Partners, LLC | 0.02% | New | 330 | $204K |
| Keebeck Wealth Management | 0.02% | New | 329 | $203K |
| Richmond Investment Services, LLC | 0.03% | New | 328 | $202K |
| Garrett Wealth Advisory Group, LLC | 0.04% | New | 328 | $202K |
| Eagle Bluffs Wealth Management LLC | 0.08% | New | 327 | $202K |
| Creative Financial Designs Inc. | 0.01% | Reduce -28.4% | 327 | $202K |
| D L Carlson Investment Group Inc. | 0.03% | New | 327 | $202K |
| Crescent Grove Advisors, LLC | 0.02% | New | 325 | $201K |
| MRA Advisory Group | 0.08% | New | 325 | $200K |
| YHB Investment Advisors, Inc. | 0.01% | Reduce -8.4% | 325 | $200K |
| Bank Pictet & Cie (Europe) AG | 0.00% | New | 325 | $200K |
| First Commonwealth Financial Corp | 0.03% | Reduce -7.7% | 325 | $200K |
| Wingate Wealth Advisors, Inc. | 0.11% | New | 325 | $200K |
| Advyzon Investment Management, LLC | 0.02% | New | 315 | $194K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.3% | 305 | $188K |
| Pingora Partners LLC | 0.11% | No change | 300 | $185K |
| Mountain Hill Investment Partners Corp. | 0.11% | No change | 300 | $185K |
| South Plains Financial, Inc. | 0.11% | No change | 298 | $184K |
| Key Financial Inc | 0.03% | No change | 296 | $183K |
| Noble Wealth Management PBC | 0.09% | No change | 292 | $180K |
| Hoese & Co LLP | 0.13% | No change | 290 | $179K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -52.2% | 281 | $173K |
| Bayban | 0.15% | Reduce -19.7% | 273 | $168K |
| Jackson, Grant Investment Advisers, Inc. | 0.05% | Add +0.4% | 259 | $160K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $155K |
| Acropolis Investment Management, LLC | 0.01% | New | 249 | $154K |
| Longview Financial Advisors LLC | 0.08% | No change | 244 | $150K |
| Russell Investments Group, Ltd. | 0.00% | Add +23.0% | 241 | $149K |
| City Holding Co. | 0.02% | No change | 240 | $148K |
| Align Financial, LLC | 0.08% | Reduce -99.8% | 238 | $147K |
| Dagco, Inc. | 0.03% | No change | 227 | $140K |
| Atlas Capital Advisors Inc. | 0.02% | New | 217 | $134K |
| Comprehensive Financial Planning, Inc. | 0.09% | Add +1.4% | 213 | $132K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +163.0% | 213 | $131K |
| Kingdom Financial Group LLC. | 0.04% | Add +119.6% | 213 | $131K |
| Holos Integrated Wealth LLC | 0.06% | New | 200 | $125K |
| Three Bearings Fiduciary Advisors, Inc. | 0.12% | No change | 199 | $123K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $122K |
| Fairman Group, LLC | 0.10% | Add +0.5% | 190 | $118K |
| Vermillion Wealth Management, Inc. | 0.05% | Add +0.5% | 190 | $117K |
| Claris Financial LLC | 0.06% | New | 186 | $115K |
| Lanark Financial, Inc. | 0.01% | Add +8.8% | 185 | $114K |
| Godsey & Gibb, Inc. | 0.01% | No change | 180 | $111K |
| Community Financial Services Group, LLC | 0.02% | New | 175 | $109K |
| Costello Asset Management, INC | 0.04% | No change | 172 | $106K |
| Ameriflex Group, Inc. | 0.05% | Reduce -15.3% | 171 | $105K |
| Bernard Wealth Management Corp. | 0.04% | Reduce -5.5% | 171 | $105K |
| Citizens National Bank Trust Department | 0.02% | No change | 168 | $104K |
| Horizons Wealth Management | 0.07% | No change | 164 | $101K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $101K |
| American National Bank & Trust | 0.01% | Reduce -11.0% | 162 | $100K |
| TD Capital Management LLC | 0.01% | No change | 157 | $97K |
| Legend Capital Advisors LLC | 0.06% | New | 157 | $97K |
| Vanguard Advisers Inc. | 0.00% | — | 153 | $94K |
| Meramec Financial Planners, LLC | 0.04% | No change | 140 | $94K |
| TOWER TRUST & INVESTMENT Co | 0.06% | No change | 151 | $93K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $93K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | Add +0.7% | 148 | $91K |
| Richardson Capital Management LLC | 0.04% | No change | 142 | $88K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 145 | $87K |
| HHM Wealth Advisors, LLC | 0.01% | Add +961.5% | 138 | $85K |
| Pinney & Scofield, Inc. | 0.04% | No change | 134 | $83K |
| MilWealth Group LLC | 0.02% | Add +0.8% | 133 | $82K |
| Sankala Group LLC | 0.07% | No change | 132 | $81K |
| Morgan Dempsey Capital Management LLC | 0.04% | No change | 125 | $77K |
| Hilltop National Bank | 0.02% | No change | 125 | $77K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $77K |
| Valor Advisors LLC | 0.06% | No change | 126 | $76K |
| Investment Research & Advisory Group, Inc. | 0.03% | New | 122 | $75K |
| Rothschild Investment LLC | 0.00% | No change | 121 | $75K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -6.2% | 121 | $75K |
| S&T Bank | 0.03% | No change | 120 | $74K |
| Burk Holdings LLC | 0.03% | New | 119 | $73K |
| Archer Investment Corp | 0.02% | No change | 119 | $73K |
| Bullock Wealth Management Group | 0.04% | Add +594.1% | 118 | $73K |
| Thompson Investment Management, Inc. | 0.01% | No change | 117 | $72K |
| AdvisorNet Financial, Inc | 0.00% | Add +11.4% | 117 | $72K |
| Harbor Asset Planning, Inc. | 0.06% | Add +0.9% | 117 | $72K |
| Canton Hathaway, LLC | 0.01% | No change | 115 | $71K |
| SJS Investment Consulting Inc. | 0.01% | No change | 113 | $70K |
| Centennial Bank | 0.02% | New | 110 | $68K |
| Fairway Wealth LLC | 0.02% | New | 106 | $65K |
| Newton One Investments LLC | 0.02% | No change | 102 | $63K |
| Natixis | 0.00% | Reduce -64.1% | 101 | $62K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $62K |
| Parvin Asset Management, LLC | 0.05% | No change | 100 | $62K |
| Essential Partners LLC | 0.02% | New | 100 | $62K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $62K |
| 1 North Wealth Services LLC | 0.02% | No change | 98 | $60K |
| First Community Trust NA | 0.04% | No change | 90 | $56K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 90 | $56K |
| Main Street Group, LTD | 0.02% | New | 90 | $56K |
| GGM Financial LLC | 0.03% | No change | 89 | $55K |
| Islay Capital Management, LLC | 0.03% | No change | 88 | $54K |
| LRI Investments, LLC | 0.00% | Reduce -83.7% | 87 | $54K |
| Albion Financial Group | 0.00% | No change | 85 | $53K |
| Smartleaf Asset Management LLC | 0.00% | No change | 88 | $53K |
| RMG Wealth Management LLC | 0.01% | New | 78 | $53K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $52K |
| Tripletail Wealth Management, LLC | 0.07% | No change | 82 | $51K |
| Dorato Capital Management | 0.04% | Reduce -27.4% | 77 | $50K |
| Southern Michigan Bank & Trust | 0.02% | — | 80 | $49K |
| Monetary Management Group Inc. | 0.01% | No change | 80 | $49K |
| Arcadia Investment Management Corp. | 0.01% | No change | 80 | $49K |
| Winch Advisory Services, LLC | 0.01% | No change | 79 | $49K |
| Bollard Group LLC | 0.00% | No change | 80 | $49K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 79 | $49K |
| Synergy Investment Management, LLC | 0.02% | New | 77 | $48K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -57.5% | 76 | $47K |
| Banque Cantonale Vaudoise | 0.00% | No change | 74 | $46K |
| CoreFirst Bank & Trust | 0.02% | No change | 70 | $43K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 70 | $43K |
| St Germain D J Co. Inc. | 0.00% | No change | 70 | $43K |
| Hanson & Doremus Investment Management | 0.00% | Reduce -69.3% | 69 | $43K |
| Ascentis Independent Advisors | 0.00% | New | 66 | $41K |
| Kelleher Financial Advisors | 0.01% | New | 70 | $40K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -3.1% | 62 | $38K |
| Marshall Investment Management, LLC | 0.02% | New | 61 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -21.1% | 56 | $35K |
| High Point Wealth Management, LLC | 0.03% | No change | 56 | $35K |
| Piscataqua Savings Bank | 0.02% | No change | 56 | $35K |
| Forum Finance Group S.A. | 0.02% | — | 66 | $33K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.8% | 53 | $33K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 51 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $31K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 50 | $31K |
| Aviso Financial Inc. | 0.00% | No change | 50 | $31K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 50 | $31K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $31K |
| Clean Yield Group | 0.01% | No change | 49 | $30K |
| Security National Bank | 0.00% | No change | 48 | $30K |
| PlanVest Financial, Inc | 0.02% | — | 47 | $29K |
| POM Investment Strategies, LLC | 0.04% | New | 47 | $29K |
| Alerus Financial NA | 0.00% | No change | 47 | $29K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 42 | $26K |
| Curio Wealth, LLC | 0.01% | No change | 41 | $25K |
| Monetary Solutions, Ltd | 0.02% | No change | 40 | $25K |
| SHP Wealth Management | 0.00% | No change | 37 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Add +3.0% | 34 | $22K |
| Chilton Capital Management LLC | 0.00% | Reduce -62.1% | 36 | $22K |
| Versant Capital Management, Inc | 0.00% | New | 36 | $22K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $22K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $19K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 28 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $17K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 27 | $17K |
| Burkett Financial Services, LLC | 0.01% | No change | 25 | $16K |
| Bullseye Investment Management, LLC | 0.01% | No change | 25 | $15K |
| Signature Equity Partners, LLC | 0.01% | No change | 25 | $15K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $15K |
| Activest Wealth Management | 0.00% | Reduce -55.6% | 24 | $15K |
| CVA Family Office, LLC | 0.00% | New | 23 | $14K |
| Capital Analysts, LLC | 0.00% | Reduce -20.7% | 23 | $14K |
| Olistico Wealth, LLC | 0.01% | No change | 20 | $12K |
| Ballast Advisors LLC | 0.00% | New | 20 | $12K |
| CKW Financial Group | 0.00% | No change | 20 | $12K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $11K |
| Gill Capital Partners, LLC | 0.00% | New | 18 | $11K |
| 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 |
| Nova Wealth Management, Inc. | 0.01% | New | 15 | $9K |
| Chapman Financial Group, LLC | 0.01% | New | 14 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -30.0% | 14 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $7K |
| Roble, Belko & Company, Inc | 0.00% | No change | 11 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 11 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $6K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 9 | $6K |
| Timmons Wealth Management, LLC | 0.01% | Reduce -89.3% | 9 | $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% | Add +2.9% | 2,407 | $4K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 5 | $3K |
| Heritage Wealth Advisors | 0.00% | Reduce -99.8% | 5 | $3K |
| Coston, McIsaac & Partners | 0.00% | Reduce -14.3% | 6 | $3K |
| IFG Advisory, LLC | 0.01% | Reduce -99.9% | 3 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | Reduce -75.0% | 2 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 1 | $617 |
"% 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.