State Street SPDR S&P MidcapMDYETF
13F holders, Q2 2026 (June 30)1,542holders +88
139new positions
42sold out
9famous investors
$699.44avg. 13F price*
At the end of Q2 2026, 1,542 institutions reported holding State Street SPDR S&P Midcap (MDY) in their 13F filings, up 88 from Q1 2026. 139 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($868.9M) and Wells Fargo & Company ($829.2M). 9 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 139 | $502.5M |
| Exits | 42 | $32.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,400,610 shares bought and 1,479,284 shares sold, net −78,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,542 holders
| Bank of America Corp. | 0.09% | Reduce -5.0% | 1,946,508 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -20.0% | 1,235,352 | $868.9M |
| Wells Fargo & Company | 0.14% | Reduce -1.2% | 1,178,967 | $829.2M |
| Northern Trust Corp. | 0.09% | Reduce -1.1% | 1,049,595 | $738.2M |
| US Bancorp \de | 0.74% | Reduce -0.6% | 963,812 | $677.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +2.8% | 906,280 | $637.4M |
| Northwestern Mutual Wealth Management Co. | 0.34% | Add +4.5% | 903,341 | $635.4M |
| Pathstone Holdings, LLC | 1.74% | Add +1.1% | 849,491 | $597.5M |
| PNC Financial Services Group, Inc. | 0.24% | Reduce -0.8% | 693,381 | $487.7M |
| UBS Group AG | 0.07% | Add +1.6% | 651,062 | $457.9M |
| Raymond James Financial Inc. | 0.09% | Reduce -1.7% | 488,839 | $343.8M |
| Bank of Montreal | 0.12% | Reduce -2.4% | 477,136 | $335.6M |
| Meitav Investment House Ltd. | 1.95% | New | 412,840 | $290.4M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 291,654 | $205.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 285,765 | $199.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.62% | Reduce -5.3% | 283,087 | $198.9M |
| MAI Capital Management | 0.73% | Add +2.6% | 271,019 | $190.6M |
| Creative Planning | 0.10% | Reduce -5.0% | 236,181 | $166.1M |
| HighTower Advisors, LLC | 0.16% | Reduce -0.1% | 234,897 | $165.2M |
| Corient Private Wealth LP | 0.22% | Reduce -1.5% | 226,432 | $159.3M |
| Arvest Bank Trust Division | 7.69% | Reduce -1.4% | 224,334 | $157.8M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.5% | 244,920 | $151.1M |
| Conservest Capital Advisors, Inc. | 11.66% | Reduce -1.6% | 208,394 | $146.6M |
| Citigroup Inc. | 0.06% | Add +247.7% | 178,846 | $125.8M |
| LPL Financial LLC | 0.03% | Add +1.7% | 166,179 | $116.9M |
| Generali Asset Management SPA SGR | 2.10% | Add +3.6% | 164,778 | $115.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.9% | 161,143 | $113.3M |
| Susquehanna International Group, LLP | 0.10% | Reduce -32.8% | 157,630 | $110.9M |
| Waddell & Associates, LLC | 5.38% | Add +0.7% | 154,726 | $108.8M |
| BNP Paribas Financial Markets | 0.05% | Reduce -54.6% | 143,902 | $101.2M |
| SG Americas Securities, LLC | 0.06% | Reduce -6.8% | 143,035 | $100.6M |
| Welch & Forbes LLC | 1.22% | Reduce -12.0% | 142,173 | $100.0M |
| Cerity Partners LLC | 0.12% | Add +0.7% | 139,760 | $98.3M |
| Commerce Bank | 0.43% | Reduce -1.2% | 139,449 | $98.1M |
| Whittier Trust Co. | 0.90% | Reduce -1.3% | 131,409 | $91.5M |
| Truist Financial Corp. | 0.10% | Add +1.5% | 120,108 | $84.5M |
| EP Wealth Advisors, LLC | 0.32% | Add +6.9% | 119,454 | $84.0M |
| Hills Bank & Trust Co | 3.34% | Reduce -3.3% | 111,587 | $78.5M |
| Brown Advisory Inc. | 0.12% | Reduce -0.9% | 110,435 | $77.7M |
| Mariner, LLC | 0.08% | Reduce -1.8% | 104,807 | $73.7M |
| Montag A & Associates Inc. | 3.03% | Reduce -2.4% | 101,656 | $71.7M |
| Focus Partners Wealth | 0.07% | Reduce -5.6% | 101,693 | $71.5M |
| Osaic Holdings, Inc. | 0.08% | Add +27.0% | 96,420 | $67.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.4% | 89,737 | $63.1M |
| Cetera Investment Advisers | 0.06% | Reduce -0.8% | 88,675 | $62.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.9% | 85,773 | $60.4M |
| Atlantic Union Bankshares Corp | 0.98% | Reduce -1.1% | 83,440 | $58.7M |
| Cibc World Market Inc. | 0.10% | Add +1283.6% | 83,263 | $58.6M |
| WASHINGTON TRUST Co | 1.78% | Reduce -4.8% | 81,402 | $57.3M |
| Blair William & Co. | 0.14% | Add +0.6% | 76,091 | $53.5M |
| Henshaw Capital LLC | 1.67% | Reduce -2.7% | 73,000 | $51.3M |
| Stifel Financial Corp. | 0.04% | Reduce -32.1% | 72,534 | $51.0M |
| Balyasny Asset Management L.P. | 0.09% | Reduce -43.8% | 69,882 | $49.2M |
| Captrust Financial Advisors | 0.07% | Add +0.1% | 67,963 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -7.5% | 66,690 | $46.9M |
| Portland Global Advisors LLC | 4.26% | Reduce -2.5% | 63,792 | $44.9M |
| Bartlett & Co. Wealth Management LLC | 0.56% | Add +0.1% | 63,175 | $44.5M |
| Midwest Trust Co | 0.50% | Reduce -2.1% | 62,409 | $43.9M |
| Whittier Trust Co. of Nevada Inc. | 0.80% | Reduce -2.0% | 62,245 | $42.8M |
| Smith, Moore & Co. | 2.78% | Reduce -1.1% | 60,828 | $42.8M |
| Citizens Financial Group Inc. | 0.50% | Add +0.8% | 59,492 | $41.8M |
| Pittenger & Anderson Inc. | 1.48% | Reduce -0.1% | 58,735 | $41.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.2% | 57,763 | $40.6M |
| OFS Enterprise LLC | 10.21% | Add +1.3% | 56,835 | $40.0M |
| Pinnacle Associates Ltd. | 0.43% | Reduce -2.0% | 56,215 | $39.5M |
| MetLife Investment Management, LLC | 0.17% | Reduce -2.1% | 54,500 | $38.3M |
| MassMutual Private Wealth & Trust, FSB | 0.99% | Reduce -4.9% | 54,236 | $38.1M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.7% | 52,970 | $37.3M |
| Lido Advisors, LLC | 0.13% | Reduce -6.4% | 50,859 | $35.8M |
| AQR Capital Management | 0.01% | Add +55.1% | 50,915 | $35.8M |
| Crewe Advisors LLC | 2.55% | Reduce 0.0% | 50,124 | $35.3M |
| Mirae Asset Securities (usa) Inc. | 1.57% | Reduce -39.9% | 50,072 | $35.2M |
| Fifth Third Bancorp | 0.06% | Add +4.3% | 49,926 | $35.1M |
| Peapack Gladstone Financial Corp. | 0.40% | Reduce -0.1% | 49,860 | $35.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +7.5% | 49,110 | $33.9M |
| Pinnacle Financial Partners, Inc. | 0.22% | Reduce -2.0% | 46,580 | $32.8M |
| Heritage Investors Management Corp. | 0.89% | Reduce -7.1% | 45,654 | $32.1M |
| Janney Montgomery Scott LLC | 0.06% | Add +0.9% | 44,841 | $31.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +66.5% | 44,808 | $31.5M |
| Chicago Partners Investment Group LLC | 0.63% | Reduce -0.4% | 45,473 | $31.3M |
| Clearstead Advisors, LLC | 0.30% | Add +1.7% | 44,423 | $31.2M |
| LCM Capital Management Inc | 13.61% | Add +1.1% | 44,192 | $31.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.65% | Reduce -0.6% | 44,041 | $31.0M |
| SCS Capital Management LLC | 0.29% | Reduce -12.6% | 43,991 | $30.9M |
| IFG Advisors, LLC | 4.26% | Reduce -0.8% | 43,944 | $30.9M |
| Bessemer Group Inc. | 0.04% | Add +24.8% | 43,225 | $30.4M |
| Ascent Wealth Partners, LLC | 3.03% | Add +3.8% | 43,120 | $30.3M |
| Cumberland Advisors Inc. | 10.48% | Reduce -5.6% | 42,307 | $29.8M |
| Savant Capital, LLC | 0.09% | Add +103.7% | 44,623 | $29.5M |
| Two Sigma Investments, LP | 0.02% | New | 41,640 | $29.3M |
| Klingman & Associates, LLC | 1.24% | Reduce -0.4% | 41,488 | $29.2M |
| Tandem Wealth Advisors LLC | 11.52% | Add +1.2% | 41,156 | $28.9M |
| FMR LLC | 0.00% | Add +4.6% | 41,042 | $28.9M |
| Marshall Wace, LLP | 0.02% | Reduce -2.1% | 39,554 | $27.8M |
| Basswood Capital Management, L.L.C. | 1.15% | New | 38,082 | $26.8M |
| Conning Inc. | 0.83% | No change | 38,022 | $26.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +133.1% | 38,000 | $26.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.1% | 37,833 | $26.6M |
| Curi Capital, LLC | 0.41% | Reduce -1.2% | 37,574 | $26.5M |
| Johnson Investment Counsel Inc. | 0.19% | Reduce -0.4% | 36,927 | $26.0M |
| 1ST Source Bank | 1.15% | Add +0.6% | 36,184 | $25.4M |
| Madison Asset Management, LLC | 0.30% | Reduce -40.0% | 35,518 | $25.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.1% | 35,015 | $24.6M |
| Citadel Advisors | 0.01% | New | 34,729 | $24.4M |
| SummitTX Capital, L.P. | 0.64% | Reduce -35.8% | 34,353 | $24.2M |
| Tiller Private Wealth, Inc. | 7.37% | Add +2.7% | 33,454 | $23.5M |
| MML Investors Services, LLC | 0.05% | Add +62.8% | 33,271 | $23.4M |
| Steele Capital Management, Inc. | 0.86% | Reduce -0.3% | 32,975 | $23.2M |
| Composition Wealth, LLC | 0.27% | Reduce -1.4% | 32,657 | $23.0M |
| Hancock Whitney Corp. | 0.38% | Reduce -0.2% | 32,187 | $22.6M |
| BlackRock, Inc. | 0.00% | Add +37.7% | 31,797 | $22.4M |
| Trustmark Bank Trust Department | 1.32% | Reduce -0.7% | 31,534 | $22.2M |
| DC Investments Management, LLC | 7.36% | No change | 30,673 | $21.6M |
| Brookstone Capital Management | 0.22% | Add +0.7% | 30,628 | $21.5M |
| Curbstone Financial Management Corp | 3.53% | Reduce -5.6% | 29,434 | $20.7M |
| Waldron Private Wealth LLC | 0.72% | Reduce -7.2% | 29,380 | $20.7M |
| Passaic Partners LLC | 1.85% | New | 27,485 | $19.3M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Add +0.8% | 27,116 | $19.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 4.49% | New | 25,046 | $18.8M |
| Serenus Wealth Advisors, LLC | 3.18% | Reduce -0.5% | 25,895 | $18.2M |
| M&T Bank Corp | 0.05% | Reduce -8.9% | 25,041 | $17.6M |
| Simmons Bank | 0.95% | Reduce -3.2% | 23,674 | $16.7M |
| Glenmede Trust Co. NA | 0.07% | Reduce -0.6% | 22,747 | $16.0M |
| Atlantic Edge Private Wealth Management, LLC | 3.26% | Add +1.1% | 22,594 | $15.9M |
| HighPoint Advisor Group LLC | 0.54% | Reduce -0.7% | 21,962 | $15.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.0% | 21,808 | $15.3M |
| Caldwell Trust Co | 1.23% | Add +0.0% | 21,600 | $15.2M |
| Nitorum Capital, L.P. | 10.16% | No change | 21,216 | $14.9M |
| Peddock Capital Advisors, LLC | 2.94% | Add +2.5% | 20,975 | $14.8M |
| Arax Advisory Partners | 0.10% | Add +120.0% | 20,883 | $14.7M |
| MCF Advisors LLC | 0.52% | Reduce -1.7% | 20,669 | $14.6M |
| &partners | 0.06% | Add +17.0% | 20,657 | $14.5M |
| jvl associates llc | 3.93% | No change | 19,689 | $13.8M |
| Quantinno Capital Management LP | 0.02% | Add +29.9% | 19,513 | $13.7M |
| Carnegie Investment Counsel | 0.27% | Add +0.6% | 19,126 | $13.5M |
| Old National Bancorp | 0.26% | Reduce -2.2% | 18,752 | $13.2M |
| Callan Family Office, LLC | 0.26% | Add +0.3% | 18,564 | $13.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +51.8% | 18,508 | $13.0M |
| Lutz Financial Services LLC | 0.78% | Reduce -0.1% | 18,176 | $12.8M |
| Trifecta Capital Advisors, LLC | 1.64% | Reduce -0.9% | 18,137 | $12.8M |
| Csenge Advisory Group | 0.52% | Reduce -0.5% | 18,101 | $12.7M |
| Corsicana & Co. | 6.14% | Reduce -6.0% | 18,003 | $12.7M |
| Thrive Wealth Management, LLC | 1.63% | Add +1.4% | 18,001 | $12.7M |
| Franklin Resources Inc. | 0.00% | Reduce -24.9% | 18,000 | $12.7M |
| Shulman DeMeo Asset Management LLC | 2.35% | Reduce -0.5% | 17,873 | $12.6M |
| First National Bank of Omaha | 0.35% | Reduce -1.4% | 17,947 | $12.5M |
| Jump Financial, LLC | 0.12% | Reduce -48.0% | 17,602 | $12.4M |
| Dumont & Blake Investment Advisors LLC | 2.75% | Reduce -1.1% | 17,394 | $12.2M |
| Wellspring Financial Advisors, LLC | 0.80% | Reduce -1.5% | 17,337 | $12.2M |
| Hummer Financial Advisory Services Inc | 7.97% | No change | 17,189 | $12.1M |
| First Financial Bank - Trust Division | 0.86% | Add +5.0% | 17,093 | $12.0M |
| Central Bank & Trust Co. | 1.70% | Add +9.3% | 17,010 | $12.0M |
| Barclays PLC | 0.00% | Add +67.2% | 15,989 | $11.2M |
| Torrey-Payne Wealth Management, LLC | 9.23% | Add +0.8% | 15,961 | $11.2M |
| Legacy Advisors, LLC | 1.05% | Add +0.0% | 15,938 | $11.2M |
| Montz Harcus Wealth Management LLC | 3.99% | Reduce -0.9% | 15,925 | $11.2M |
| Redhawk Wealth Advisors, Inc. | 1.09% | New | 15,755 | $11.1M |
| Brown Brothers Harriman & Co. | 0.05% | Reduce -7.5% | 15,676 | $11.0M |
| Harbour Trust & Investment Management Co | 1.06% | Reduce -1.9% | 15,597 | $11.0M |
| Arvest Investments, Inc. | 1.32% | Add +0.2% | 15,536 | $10.9M |
| Agf Management Ltd. | 0.04% | Reduce -1.8% | 15,289 | $10.8M |
| Evercore Wealth Management, LLC | 0.15% | Reduce -1.7% | 15,125 | $10.6M |
| Ameritas Investment Partners, Inc. | 0.28% | Reduce -28.5% | 15,045 | $10.6M |
| Capstone Financial Advisors, Inc. | 0.51% | Reduce -1.5% | 14,956 | $10.5M |
| Canopy Partners, LLC | 3.16% | Reduce -4.0% | 14,921 | $10.5M |
| Jones Financial Companies LLLP | 0.00% | Add +21.3% | 15,050 | $10.5M |
| NBT Bank, N.A. | 0.69% | Reduce -2.6% | 14,809 | $10.4M |
| Howard Capital Management, LLC | 0.12% | Reduce -1.6% | 14,723 | $10.4M |
| Granite FO LLC | 5.47% | Reduce -13.7% | 14,702 | $10.3M |
| Ieq Capital, LLC | 0.05% | Reduce -17.7% | 14,582 | $10.3M |
| Wealthspire Advisors, LLC | 0.06% | Add +21.2% | 14,361 | $10.1M |
| Chesley Taft & Associates LLC | 0.39% | Reduce -0.1% | 14,342 | $10.1M |
| Legal & General Group Plc | 0.00% | No change | 14,200 | $10.0M |
| First Merchants Corp. | 0.35% | Reduce -8.7% | 14,160 | $10.0M |
| World Investment Advisors | 0.16% | Reduce -0.6% | 16,124 | $9.9M |
| Waverly Advisors, LLC | 0.06% | Add +15.6% | 14,018 | $9.9M |
| KCM Investment Advisors LLC | 0.29% | Reduce -0.3% | 13,972 | $9.8M |
| Boyd Watterson Asset Management LLC | 2.65% | No change | 13,936 | $9.8M |
| Paulson Wealth Management Inc. | 2.07% | Add +11.4% | 13,887 | $9.8M |
| Cyndeo Wealth Partners, LLC | 0.46% | Reduce -14.5% | 13,739 | $9.7M |
| TKG Advisors, LLC | 3.33% | Add +3.0% | 13,629 | $9.6M |
| Bearing Point Capital, LLC | 1.29% | Reduce -1.1% | 13,581 | $9.6M |
| Point72 Asset Management | 0.02% | New | 13,580 | $9.6M |
| RMR Wealth Builders | 0.58% | Reduce -4.1% | 13,395 | $9.4M |
| Busey Bank | 0.22% | Reduce -0.8% | 12,968 | $9.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.3% | 12,960 | $9.1M |
| Grove Bank & Trust | 0.89% | Add +4.3% | 12,709 | $8.9M |
| Staley Capital Advisers Inc. | 0.35% | Reduce -1.9% | 12,594 | $8.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -15.4% | 12,497 | $8.8M |
| Pacific Center for Financial Services | 1.93% | Reduce -0.3% | 12,312 | $8.7M |
| Badgley Phelps Wealth Managers, LLC | 0.15% | Add +2.1% | 12,168 | $8.6M |
| Newport Capital Group, LLC | 4.76% | Add +14.2% | 12,055 | $8.5M |
| Harbour Investments, Inc. | 0.11% | Add +0.5% | 11,785 | $8.3M |
| Capital Group Private Client Services, Inc. | 0.12% | Add +0.0% | 11,748 | $8.3M |
| Meridian Wealth Advisors, LLC | 0.94% | Reduce -1.4% | 11,736 | $8.3M |
| Lodestar Private Asset Management LLC | 0.71% | Add +2.2% | 11,608 | $8.2M |
| CMG Global Holdings, LLC | 3.40% | Add +2.1% | 11,394 | $8.0M |
| Mgo One Seven LLC | 0.13% | Add +335.6% | 11,355 | $8.0M |
| Sand Hill Global Advisors, LLC | 0.24% | Reduce -4.8% | 11,309 | $8.0M |
| Elyxium Wealth, LLC | 0.83% | Add +81.8% | 11,270 | $7.9M |
| Boston Family Office LLC | 0.48% | Add +1.0% | 11,191 | $7.9M |
| First Horizon Corp. | 0.30% | Add +0.9% | 11,177 | $7.9M |
| Summit Financial, LLC | 0.09% | Add +5.5% | 11,121 | $7.8M |
| Hanover Advisors Inc. | 2.82% | No change | 11,128 | $7.8M |
| LYNX Capital Group Ltd. | 3.15% | Add +5.8% | 11,094 | $7.8M |
| Seeds Investor LLC | 0.80% | Reduce -7.0% | 11,075 | $7.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +297.0% | 11,073 | $7.8M |
| Yousif Capital Management, LLC | 0.09% | Reduce -0.1% | 11,007 | $7.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.03% | Add +1.4% | 10,983 | $7.7M |
| Latigo Investments, LLC | 3.44% | No change | 10,962 | $7.7M |
| Alexis Investment Partners, LLC | 4.49% | Reduce -22.3% | 11,006 | $7.7M |
| Diversified Management Inc. | 1.64% | Reduce -0.1% | 10,913 | $7.7M |
| Community Bank, N.A. | 0.82% | Reduce -0.1% | 10,812 | $7.6M |
| Mechanics Bank Trust Department | 0.94% | Reduce -4.8% | 10,786 | $7.6M |
| Linscomb Wealth, Inc. | 0.33% | Reduce -0.1% | 10,708 | $7.5M |
| G&S Capital LLC | 2.19% | Add +1.1% | 10,704 | $7.5M |
| Madison Park Capital Advisors, LLC | 5.33% | Add +0.9% | 10,644 | $7.5M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -1.7% | 10,633 | $7.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.44% | Reduce -0.8% | 10,485 | $7.4M |
| Palisade Asset Management, LLC | 0.68% | Reduce -0.4% | 10,406 | $7.3M |
| Prescott Group Capital Management, L.L.C. | 0.63% | No change | 10,342 | $7.3M |
| Goelzer Investment Management, Inc. | 0.32% | Reduce -5.3% | 10,292 | $7.2M |
| Nicolet Bankshares Inc. | 0.23% | Add +1.0% | 10,279 | $7.2M |
| Hopwood Financial Services, Inc. | 4.09% | Reduce -1.1% | 10,032 | $7.1M |
| Wilmar Advisors LLC | 5.09% | No change | 10,000 | $7.0M |
| RBF Capital, LLC | 0.29% | No change | 10,000 | $7.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.9% | 9,893 | $7.0M |
| CENTRAL TRUST Co | 0.12% | Add +0.9% | 9,790 | $6.9M |
| Fidelis Capital Partners, LLC | 0.40% | Add +27.7% | 9,776 | $6.9M |
| Allworth Financial LP | 0.03% | Reduce -1.9% | 9,668 | $6.8M |
| Sageworth Trust Co | 0.27% | No change | 9,569 | $6.7M |
| Barrett & Company, Inc. | 1.87% | Add +3.0% | 9,494 | $6.7M |
| Diversified Portfolios, Inc. | 0.48% | Reduce -2.0% | 9,483 | $6.7M |
| Adirondack Trust Co. | 1.98% | Reduce -1.2% | 9,471 | $6.7M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Reduce -1.6% | 9,452 | $6.6M |
| Dakota Wealth Management | 0.13% | Reduce -15.0% | 9,354 | $6.6M |
| Resonant Capital Advisors, LLC | 0.31% | Reduce -0.2% | 9,319 | $6.6M |
| Atria Investments, Inc | 0.07% | Add +121.5% | 9,301 | $6.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -9.2% | 9,277 | $6.5M |
| CreativeOne Wealth, LLC | 0.14% | Add +4.9% | 9,231 | $6.5M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -26.3% | 9,224 | $6.5M |
| Balboa Wealth Partners | 0.88% | Reduce -0.2% | 9,148 | $6.4M |
| Advisory Services Network, LLC | 0.07% | Add +48.6% | 9,113 | $6.4M |
| Private Wealth Asset Management, LLC | 0.62% | Reduce -6.4% | 9,113 | $6.4M |
| Laird Norton Wetherby Trust Company, LLC | 0.12% | Reduce -3.8% | 8,972 | $6.3M |
| Motco | 0.54% | Reduce -1.9% | 8,972 | $6.3M |
| Ameritas Advisory Services, LLC | 0.13% | Add +350.4% | 8,908 | $6.3M |
| North Star Investment Management Corp. | 0.34% | Add +1.9% | 8,898 | $6.3M |
| Retirement Income Solutions, Inc. | 1.08% | Reduce -0.8% | 10,145 | $6.3M |
| Firestone Capital Management | 1.16% | Reduce -1.2% | 8,893 | $6.3M |
| Gotham Asset Management | 0.01% | Add +2.6% | 8,864 | $6.2M |
| Ti-Trust, Inc. | 3.33% | Reduce -8.3% | 8,799 | $6.2M |
| Arbor Trust Wealth Advisors, LLC | 2.49% | Reduce -11.4% | 8,797 | $6.2M |
| Highview Capital Management LLC | 1.77% | Reduce -0.2% | 8,748 | $6.2M |
| Estate Counselors, LLC | 0.53% | Add +1942.6% | 8,681 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -22.4% | 8,655 | $6.1M |
| Daymark Wealth Partners, LLC | 0.15% | Add +0.8% | 8,610 | $6.1M |
| Flputnam Investment Management Co. | 0.07% | Reduce -0.7% | 8,453 | $5.9M |
| AMG National Trust Bank | 0.12% | Reduce -38.8% | 8,449 | $5.9M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2.41% | Reduce -0.1% | 8,433 | $5.9M |
| Leavell Investment Management, Inc. | 0.22% | Reduce -0.1% | 8,403 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Add +1.4% | 8,411 | $5.9M |
| Synergy Asset Management, LLC | 0.56% | New | 8,398 | $5.9M |
| Bay Rivers Group | 1.99% | Add +1.5% | 8,290 | $5.8M |
| Meridian Investment Counsel Inc. | 1.24% | Reduce -4.2% | 8,192 | $5.8M |
| Founders Financial Securities LLC | 0.29% | Add +353.8% | 8,113 | $5.7M |
| Nicollet Investment Management, Inc. | 1.75% | Add +2.9% | 8,059 | $5.7M |
| Apollon Wealth Management, LLC | 0.07% | Add +2.0% | 8,047 | $5.7M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -2.8% | 8,039 | $5.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.82% | Reduce -0.1% | 8,189 | $5.7M |
| Fifth Third Securities, Inc. | 0.32% | Add +0.5% | 7,973 | $5.6M |
| Haverford Trust Co | 0.05% | Add +1.0% | 7,912 | $5.6M |
| Sonata Capital Group Inc. | 1.78% | Add +2.8% | 7,834 | $5.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -2.3% | 7,710 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Add +4.1% | 7,708 | $5.4M |
| Peak Asset Management, LLC | 0.80% | Reduce -0.5% | 7,699 | $5.4M |
| Evensky & Katz LLC | 0.28% | Add +5.7% | 7,654 | $5.4M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -1.6% | 7,629 | $5.4M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -2.5% | 7,597 | $5.3M |
| Nixon Peabody Trust Co. | 0.38% | No change | 7,556 | $5.3M |
| GTS Securities LLC | 0.11% | Reduce -84.3% | 7,546 | $5.3M |
| KMG Fiduciary Partners, LLC | 0.49% | Reduce -0.1% | 7,544 | $5.3M |
| Associated Banc-Corp | 0.13% | Reduce -1.5% | 7,528 | $5.3M |
| Smith Chas P & Associates Pa Cpas | 0.27% | No change | 7,510 | $5.3M |
| Intrepid Financial Planning Group LLC | 1.78% | Reduce -1.0% | 7,464 | $5.3M |
| Bank of New Hampshire | 1.09% | Reduce -12.0% | 7,460 | $5.2M |
| Midwest Financial Group LLC | 1.84% | Add +2.5% | 7,459 | $5.2M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -3.9% | 7,419 | $5.2M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -6.9% | 7,373 | $5.2M |
| Means Investment Co., Inc. | 0.39% | Add +36.1% | 7,308 | $5.1M |
| Breakwater Capital Group | 0.62% | Reduce -1.8% | 7,297 | $5.1M |
| Bokf, NA | 0.07% | Reduce -5.0% | 7,272 | $5.1M |
| Hilltop Holdings Inc. | 0.41% | Add +91.7% | 7,222 | $5.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.8% | 7,173 | $5.0M |
| Colorado Capital Management, Inc. | 1.70% | Reduce -10.2% | 7,098 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +3.0% | 7,093 | $5.0M |
| Modera Wealth Management, LLC | 0.05% | Reduce -4.9% | 7,047 | $5.0M |
| Flow Traders U.S. LLC | 0.20% | Reduce -21.9% | 6,967 | $4.9M |
| Davis R M Inc. | 0.08% | Reduce -0.3% | 6,779 | $4.8M |
| JMG Financial Group, Ltd. | 0.12% | No change | 6,786 | $4.8M |
| Mayflower Financial Advisors, LLC | 0.41% | Reduce -1.1% | 6,746 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +10.3% | 6,722 | $4.7M |
| Ballentine Partners, LLC | 0.06% | No change | 6,518 | $4.6M |
| Houlihan Financial Resource Group, Ltd. | 1.62% | Reduce -0.9% | 6,475 | $4.6M |
| Keystone Financial Group | 0.27% | No change | 6,364 | $4.5M |
| Keybank National Association | 0.01% | Reduce -9.4% | 6,347 | $4.5M |
| Union Savings Bank | 1.79% | Reduce -1.6% | 6,347 | $4.5M |
| Fifth Third Wealth Advisors LLC | 0.12% | Reduce -0.0% | 6,281 | $4.4M |
| Charter Research & Investment Group, Inc. | 2.67% | Reduce -1.5% | 6,253 | $4.4M |
| Penobscot Investment Management Company, Inc. | 0.30% | No change | 6,221 | $4.4M |
| TD Private Client Wealth LLC | 0.08% | Add +8.1% | 6,209 | $4.4M |
| Glen Eagle Advisors, LLC | 0.55% | Reduce -0.9% | 6,196 | $4.4M |
| Cape Cod Five Cents Savings Bank | 0.35% | — | 6,173 | $4.3M |
| Benchmark Financial Wealth Advisors, LLC | 1.06% | Reduce -7.0% | 6,106 | $4.3M |
| OneDigital Investment Advisors LLC | 0.04% | Add +0.3% | 6,083 | $4.3M |
| Segment Wealth Management, LLC | 0.22% | Reduce -0.3% | 6,078 | $4.3M |
| First Citizens Bank & Trust Co. | 0.06% | Reduce -2.7% | 6,052 | $4.3M |
| Joel Isaacson & Co., LLC | 0.12% | Add +3.4% | 6,042 | $4.2M |
| Clear Point Advisors Inc. | 3.75% | New | 6,023 | $4.2M |
| Argent Trust Co | 0.12% | Add +11.7% | 6,009 | $4.2M |
| Bailard, Inc. | 0.09% | Reduce -0.6% | 5,978 | $4.2M |
| HSBC Holdings PLC | 0.00% | Reduce -23.8% | 5,968 | $4.2M |
| Paller Financial Services Inc | 3.13% | Reduce -31.4% | 5,952 | $4.2M |
| Matrix Asset Advisors Inc. | 0.34% | Reduce -0.9% | 5,926 | $4.2M |
| Tandem Investment Partners LLC | 3.21% | Reduce -1.5% | 5,923 | $4.2M |
| Woodstock Corp. | 0.35% | Reduce -2.3% | 5,919 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +0.4% | 5,909 | $4.2M |
| Flagstar Securities, Inc. | 1.25% | Add +0.8% | 5,891 | $4.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.5% | 5,903 | $4.2M |
| Precedent Wealth Partners, LLC | 0.69% | No change | 5,880 | $4.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -0.8% | 5,835 | $4.1M |
| Sagespring Wealth Partners, LLC | 0.06% | Reduce -0.5% | 5,829 | $4.1M |
| Sepio Capital, LP | 0.21% | No change | 5,810 | $4.1M |
| Crews Bank & Trust | 0.53% | Reduce -1.7% | 5,751 | $4.0M |
| Sowell Financial Services LLC | 0.13% | Reduce -0.8% | 5,626 | $4.0M |
| Greenleaf Trust | 0.04% | Reduce -1.2% | 5,597 | $3.9M |
| Salomon & Ludwin, LLC | 0.32% | Reduce -2.1% | 5,616 | $3.9M |
| Roan Capital Partners | 3.24% | Add +6.5% | 5,554 | $3.9M |
| Silvercrest Asset Management Group LLC | 0.03% | Reduce -1.7% | 5,542 | $3.9M |
| Audent Global Asset Management, LLC | 4.31% | Add +19.4% | 5,472 | $3.9M |
| Romano Brothers and Company | 0.39% | Reduce -2.6% | 5,452 | $3.8M |
| Eastern Bank | 0.06% | Add +4.9% | 5,448 | $3.8M |
| Sigma Planning Corp | 0.10% | Add +5.5% | 5,384 | $3.8M |
| HB Wealth Management, LLC | 0.02% | Add +1.5% | 5,326 | $3.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.5% | 5,366 | $3.7M |
| Fiduciary Trust Co | 0.04% | Reduce -3.8% | 5,274 | $3.7M |
| Coastline Trust Co | 0.33% | Add +4.0% | 5,243 | $3.7M |
| Centaurus Financial, Inc. | 0.14% | Add +2.3% | 5,242 | $3.7M |
| Choreo, LLC | 0.04% | Reduce -1.0% | 53,516 | $3.7M |
| Winter & Associates, Inc. | 2.76% | Reduce -42.2% | 5,228 | $3.7M |
| Ssa Swiss Advisors AG | 1.37% | Add +2.3% | 5,198 | $3.7M |
| Apella Capital, LLC | 0.05% | Reduce -1.2% | 5,280 | $3.6M |
| Crescent Sterling, Ltd. | 3.25% | Add +0.9% | 5,163 | $3.6M |
| Vanguard National Trust Co | 0.20% | No change | 5,156 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +31.2% | 5,138 | $3.6M |
| GLR Partners, LLC | 1.66% | Add +1.2% | 5,060 | $3.6M |
| Spinnaker Trust | 0.17% | No change | 5,055 | $3.6M |
| Pegasus Asset Management, Inc. | 1.00% | Reduce -0.1% | 4,966 | $3.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -21.7% | 4,960 | $3.5M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.65% | Add +5.8% | 5,030 | $3.5M |
| Johnson Financial Group, Inc. | 0.11% | Reduce -0.0% | 4,914 | $3.5M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.4% | 4,843 | $3.4M |
| Independence Bank of Kentucky | 0.38% | No change | 4,809 | $3.4M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.9% | 4,761 | $3.4M |
| Whalerock Point Partners, LLC | 0.59% | Reduce -15.6% | 4,763 | $3.4M |
| Gsa Capital Partners LLP | 0.21% | Add +50.2% | 4,759 | $3.3M |
| Asset Management Group, Inc. | 0.49% | Reduce -1.0% | 4,751 | $3.3M |
| Paladin Advisory Group, LLC | 2.21% | Reduce -0.0% | 4,733 | $3.3M |
| Steph & Co. | 0.84% | Reduce -1.4% | 4,733 | $3.3M |
| Meridian Wealth Management, LLC | 0.10% | Reduce -3.9% | 4,687 | $3.3M |
| West Paces Advisors Inc. | 0.55% | Add +2.4% | 4,671 | $3.3M |
| Blueline Advisors LLC | 2.25% | Add +8.8% | 4,617 | $3.2M |
| Winthrop Advisory Group LLC | 0.22% | Add +3.0% | 4,590 | $3.2M |
| New England Private Wealth Advisors LLC | 0.31% | No change | 4,677 | $3.2M |
| Shoker Investment Counsel, Inc. | 0.80% | Add +0.1% | 4,552 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.1% | 4,520 | $3.2M |
| Orange Investment Advisors, Inc. | 0.39% | Reduce -0.3% | 4,519 | $3.2M |
| Blue Fin Capital, Inc. | 0.46% | Add +6.9% | 4,509 | $3.2M |
| Element Pointe Advisors, LLC | 0.51% | No change | 4,500 | $3.2M |
| WealthBridge Capital Management, LLC | 0.62% | Add +0.4% | 4,438 | $3.1M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +22.5% | 4,421 | $3.1M |
| Gilman Hill Asset Management, LLC | 0.43% | No change | 4,408 | $3.1M |
| Arkadios Wealth Advisors | 0.05% | Reduce -15.0% | 4,371 | $3.1M |
| D. E. Shaw & Co. | 0.00% | New | 4,370 | $3.1M |
| Ghe, LLC | 1.16% | Add +3068.3% | 30,067 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -0.2% | 4,364 | $3.1M |
| Veracity Capital LLC | 0.83% | No change | 4,359 | $3.1M |
| Diversified Trust Co. | 0.05% | Reduce -1.0% | 4,358 | $3.1M |
| DV Trading LLC | 0.25% | Add +105.0% | 4,353 | $3.1M |
| Naples Global Advisors, LLC | 0.19% | Reduce -0.3% | 4,312 | $3.0M |
| IFG Advisory, LLC | 0.11% | Add +142066.7% | 4,265 | $3.0M |
| Rwa Wealth Partners, LLC | 0.03% | Add +10.4% | 4,256 | $3.0M |
| Providence Financial Advisors, LLC | 1.69% | Reduce -11.2% | 4,218 | $3.0M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -0.1% | 4,195 | $3.0M |
| Toth Financial Advisory Corp. | 0.29% | Add +383.0% | 4,183 | $2.9M |
| Whitegate Investment Counselors, Inc. | 0.83% | No change | 4,150 | $2.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.03% | Add +1.2% | 4,143 | $2.9M |
| Providence First Trust Co | 0.81% | Reduce -2.9% | 4,114 | $2.9M |
| Cambria Investment Management, L.P. | 0.14% | New | 4,095 | $2.9M |
| Empowered Funds, LLC | 0.02% | Add +500.4% | 4,095 | $2.9M |
| NorthRock Partners, LLC | 0.04% | Add +0.8% | 4,090 | $2.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | New | 4,100 | $2.9M |
| Steel Grove Capital Advisors, LLC | 0.27% | Add +1.1% | 4,038 | $2.8M |
| Sterling Investment Advisors, Ltd. | 0.47% | Reduce -1.2% | 4,026 | $2.8M |
| Courier Capital LLC | 0.14% | Add +0.3% | 4,013 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.4% | 3,996 | $2.8M |
| Sage Financial Management Group, Inc. | 0.77% | Reduce -3.0% | 3,981 | $2.8M |
| Equitable Trust Co. | 0.12% | Add +61.0% | 3,977 | $2.8M |
| Banque Transatlantique SA | 0.06% | No change | 3,963 | $2.8M |
| All Terrain Financial Advisors, LLC | 0.58% | Reduce -1.9% | 3,918 | $2.8M |
| Cambridge Advisors Inc. | 0.47% | No change | 3,894 | $2.7M |
| Park Capital Management, LLC / WI | 1.61% | Reduce -0.1% | 3,892 | $2.7M |
| Baron Financial Group, LLC | 1.30% | Reduce -0.2% | 3,880 | $2.7M |
| ARS Investment Partners, LLC | 0.12% | Add +3.8% | 3,875 | $2.7M |
| International Assets Investment Management, LLC | 0.16% | Add +0.4% | 3,908 | $2.7M |
| Integrity Alliance, Llc. | 0.09% | Add +578.1% | 3,872 | $2.7M |
| Victory Financial Group, LLC | 0.29% | Reduce -8.8% | 3,864 | $2.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +120.1% | 3,832 | $2.7M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +18.3% | 3,820 | $2.7M |
| St. Johns Investment Management Company, LLC | 1.02% | Reduce -1.2% | 3,819 | $2.7M |
| Walleye Trading LLC | 0.04% | New | 3,777 | $2.7M |
| RVW Wealth, LLC | 0.17% | Add +3.9% | 3,770 | $2.7M |
| Financial Life Planners | 1.70% | Reduce -1.4% | 3,755 | $2.6M |
| Clientfirst Wealth Management, LLC | 2.16% | No change | 3,741 | $2.6M |
| Davidson Trust Co. | 1.03% | Reduce -0.8% | 3,738 | $2.6M |
| American Institute for Advanced Investment Management, LLP | 1.50% | Reduce -0.6% | 3,696 | $2.6M |
| Pincus Capital Management, LP | 1.55% | No change | 3,695 | $2.6M |
| Expressive Wealth LLC | 2.45% | Reduce -3.6% | 3,693 | $2.6M |
| PKS Advisory Services, LLC | 0.41% | Reduce -2.9% | 3,687 | $2.6M |
| Intelligent Financial Strategies | 1.25% | Reduce -1.7% | 3,678 | $2.6M |
| Weil Company, Inc. | 0.46% | Reduce -5.8% | 3,685 | $2.6M |
| Lewis Asset Management, LLC | 0.91% | No change | 3,674 | $2.6M |
| Churchill Financial Advisors, LLC | 0.50% | Reduce -0.3% | 3,667 | $2.6M |
| Revolve Wealth Partners, LLC | 0.27% | No change | 3,649 | $2.6M |
| Lionsbridge Wealth Management LLC | 2.51% | Reduce -4.8% | 3,643 | $2.6M |
| Investment Advisory Group, LLC | 0.55% | No change | 3,637 | $2.6M |
| Cercano Management LLC | 0.34% | New | 3,636 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -10.6% | 3,621 | $2.5M |
| McLaughlin Asset Management, Inc. | 1.76% | Add +2.6% | 3,610 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -30.7% | 3,589 | $2.5M |
| Trust Point Inc. | 0.21% | Reduce -0.0% | 3,583 | $2.5M |
| Becker Capital Management Inc. | 0.07% | Reduce -8.2% | 3,568 | $2.5M |
| Acorn Wealth Advisors, LLC | 0.61% | Add +12.1% | 3,555 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -4.4% | 3,552 | $2.5M |
| Pacific Point Advisors, LLC | 1.14% | Add +29.6% | 3,553 | $2.5M |
| Topsail Wealth Management, LLC | 0.32% | No change | 3,551 | $2.5M |
| Squarepoint Ops LLC | 0.00% | New | 3,548 | $2.5M |
| Connecticut Wealth Management, LLC | 0.09% | Reduce -11.1% | 3,542 | $2.5M |
| Marin Bay Wealth Advisors, LLC | 1.33% | Reduce -0.6% | 3,524 | $2.5M |
| Red Door Wealth Management, LLC | 0.23% | Add +0.1% | 3,522 | $2.5M |
| Freestone Capital Holdings, LLC | 0.06% | Reduce -3.0% | 3,514 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -6.1% | 3,513 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | — | 3,483 | $2.4M |
| Rothschild Wealth LLC | 0.20% | Add +1.5% | 3,478 | $2.4M |
| Finley Financial, LLC | 0.98% | Reduce -4.1% | 3,475 | $2.4M |
| Gryphon Financial Partners LLC | 0.22% | Add +73.1% | 3,470 | $2.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +21.4% | 3,455 | $2.4M |
| Fiduciary Financial Advisors | 0.25% | New | 3,437 | $2.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.09% | Reduce -9.4% | 3,427 | $2.4M |
| Baker Avenue Asset Management, LP | 0.05% | Add +110.6% | 3,427 | $2.4M |
| 1834 Investment Advisors Co. | 0.27% | Reduce -0.1% | 3,397 | $2.4M |
| Chevy Chase Trust Holdings, LLC | 0.01% | No change | 3,355 | $2.4M |
| Glaxis Capital Management, LLC | 4.72% | Add +882.4% | 3,340 | $2.3M |
| CWS Financial Advisors, LLC | 0.52% | Add +0.2% | 3,332 | $2.3M |
| Embree Financial Group | 0.23% | Add +0.9% | 3,293 | $2.3M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -19.5% | 3,283 | $2.3M |
| Private Trust Co. NA | 0.18% | Add +33.0% | 3,262 | $2.3M |
| AlTi Global, Inc. | 0.05% | No change | 3,247 | $2.3M |
| Rosenblum Silverman Sutton S F Inc. | 0.55% | Reduce -4.1% | 3,232 | $2.3M |
| ZWJ Investment Counsel Inc. | 0.07% | Reduce -4.1% | 3,231 | $2.3M |
| Old Second National Bank of Aurora | 0.42% | Reduce -0.1% | 3,185 | $2.2M |
| Venturi Wealth Management, LLC | 0.09% | No change | 3,150 | $2.2M |
| City National Bank of Florida | 0.93% | Add +180.8% | 3,142 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Add +3.4% | 3,130 | $2.2M |
| Gridiron Partners, LLC | 1.15% | No change | 3,123 | $2.2M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -0.1% | 3,107 | $2.2M |
| Finivi Inc. | 1.11% | Add +0.4% | 3,080 | $2.2M |
| Junk Investment Group, LLC | 0.96% | Add +0.2% | 3,077 | $2.2M |
| Aspiriant, LLC | 0.05% | No change | 3,063 | $2.2M |
| Woodmont Investment Counsel LLC | 0.12% | Reduce -4.0% | 3,042 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.8% | 3,038 | $2.1M |
| Kelman-Lazarov, Inc. | 0.28% | Reduce -0.8% | 3,014 | $2.1M |
| Caliber Wealth Management, LLC / KS | 0.20% | Reduce -4.8% | 3,006 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +3.0% | 3,000 | $2.1M |
| IMC-Chicago, LLC | 0.02% | Reduce -87.8% | 2,972 | $2.1M |
| Jones Kertz & Associates, Inc. | 0.96% | Reduce -3.8% | 2,953 | $2.1M |
| Regions Financial Corp. | 0.01% | Reduce -0.7% | 2,939 | $2.1M |
| Bitterroot Capital Advisors LLC | 1.24% | No change | 2,929 | $2.1M |
| GenTrust, LLC | 0.08% | No change | 2,914 | $2.1M |
| Tiemann Investment Advisors, LLC | 0.74% | Reduce -0.1% | 2,902 | $2.0M |
| Summit Trail Advisors, LLC | 0.03% | Add +0.0% | 2,901 | $2.0M |
| Axxcess Wealth Management, LLC | 0.03% | New | 2,901 | $2.0M |
| Carolina Wealth Management Inc | 0.93% | — | 2,888 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -9.8% | 2,864 | $2.0M |
| Nuveen, LLC | 0.00% | New | 2,844 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.9% | 2,810 | $2.0M |
| CSS LLC | 0.27% | No change | 2,810 | $2.0M |
| Obermeyer Wealth Partners | 0.08% | Reduce -1.2% | 2,808 | $2.0M |
| Paradigm, Strategies in Wealth Management, LLC | 1.19% | Reduce -2.1% | 2,786 | $2.0M |
| Hardy Reed LLC | 0.13% | No change | 2,775 | $2.0M |
| Coyle Financial Counsel LLC | 0.36% | Add +0.9% | 2,773 | $2.0M |
| Fiducient Advisors LLC | 0.28% | Reduce -0.9% | 2,767 | $1.9M |
| Gould Asset Management LLC | 0.31% | Reduce -0.5% | 2,766 | $1.9M |
| Tsfg, LLC | 0.24% | Reduce -0.5% | 2,760 | $1.9M |
| Harbor Advisory Corp. | 0.52% | No change | 2,743 | $1.9M |
| Advus Financial Partners, LLC | 0.44% | No change | 2,730 | $1.9M |
| Moody LYNN Lieberson & Walker, LLC | 0.10% | No change | 2,705 | $1.9M |
| Marble Harbor Investment Counsel, LLC | 0.19% | No change | 2,700 | $1.9M |
| TruNorth Capital Management, LLC | 0.30% | Add +113.3% | 2,698 | $1.9M |
| Essex Financial Services, Inc. | 0.09% | Reduce -0.1% | 2,684 | $1.9M |
| Neuberger Berman Group LLC | 0.00% | Add +6.0% | 2,664 | $1.9M |
| GW&K Investment Management, LLC | 0.01% | Reduce -0.0% | 2,658 | $1.9M |
| Northwest Bancshares, Inc. | 0.33% | Reduce -8.2% | 2,635 | $1.9M |
| Aprio Wealth Management, LLC | 0.09% | Add +52.6% | 2,635 | $1.9M |
| Meridian Financial Advisors, LLC | 0.89% | Reduce -0.9% | 2,622 | $1.8M |
| SK Wealth Management, LLC | 0.42% | Reduce -3.8% | 2,608 | $1.8M |
| ARK & TLK Investments, LLC | 0.45% | No change | 2,617 | $1.8M |
| Summit Wealth Partners, LLC | 0.26% | Reduce -3.0% | 2,613 | $1.8M |
| Patriot Investment Management Group, Inc. | 0.11% | No change | 2,606 | $1.8M |
| Bradley Foster & Sargent Inc. | 0.03% | No change | 2,595 | $1.8M |
| SlateStone Wealth, LLC | 0.14% | Reduce -10.4% | 2,575 | $1.8M |
| Zhang Financial LLC | 0.05% | No change | 2,571 | $1.8M |
| Deutsche Bank AG | 0.00% | No change | 2,565 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 2,525 | $1.8M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.38% | Reduce -12.6% | 2,516 | $1.8M |
| Tower Bridge Advisors | 0.16% | No change | 2,516 | $1.8M |
| Vise Technologies, Inc. | 0.02% | Add +129.4% | 2,507 | $1.8M |
| Olde Wealth Management, LLC | 0.50% | No change | 2,500 | $1.8M |
| XML Financial, LLC | 0.13% | Reduce -2.0% | 2,504 | $1.8M |
| Peterson Wealth Management | 0.82% | Reduce -0.8% | 2,499 | $1.8M |
| Accredited Investors Inc. | 0.08% | Add +1.2% | 2,497 | $1.8M |
| MidFirst Bank | 0.12% | No change | 2,494 | $1.8M |
| Ullmann Wealth Partners Group, LLC | 0.16% | No change | 2,489 | $1.8M |
| Semitam Bonam LLC | 1.28% | Reduce -1.6% | 2,484 | $1.7M |
| Disciplined Investments, LLC | 0.56% | Add +0.2% | 2,468 | $1.7M |
| Trust Co. of Vermont | 0.06% | — | 2,466 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 2,460 | $1.7M |
| Harvest Investment Services, LLC | 0.27% | Add +57.3% | 2,453 | $1.7M |
| First Financial Corp. | 0.60% | No change | 2,453 | $1.7M |
| Focus Financial Network, Inc. | 0.05% | Reduce -4.5% | 2,445 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Add +0.3% | 2,445 | $1.7M |
| Berman McAleer LLC | 0.20% | Reduce -15.6% | 2,435 | $1.7M |
| Pitcairn Wealth Advisors LLC | 0.19% | No change | 2,433 | $1.7M |
| Zions Bancorporation, National Association | 0.10% | Reduce -2.2% | 2,420 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -18.7% | 2,375 | $1.7M |
| Capital Investment Counsel, LLC | 0.21% | Reduce -0.8% | 2,359 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.14% | New | 2,356 | $1.7M |
| Virtue Asset Management LLC | 1.18% | Reduce -0.2% | 2,347 | $1.7M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +51.1% | 2,345 | $1.6M |
| Alpha Wealth Funds, LLC | 1.02% | Reduce -18.7% | 2,334 | $1.6M |
| Saxon Interests, Inc. | 0.45% | Add +25.2% | 2,329 | $1.6M |
| Journey Advisory Group, LLC | 0.13% | Add +5.7% | 2,328 | $1.6M |
| WJ Financial Advisors LLC | 1.19% | No change | 2,306 | $1.6M |
| Montecito Bank & Trust | 0.24% | Add +6.8% | 2,304 | $1.6M |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -7.5% | 2,293 | $1.6M |
| CX Institutional | 0.05% | Add +100.1% | 2,285 | $1.6M |
| American Capital Advisory, LLC | 0.58% | Reduce -0.3% | 2,275 | $1.6M |
| Allred Capital Management, LLC | 0.52% | No change | 2,263 | $1.6M |
| Millennium Management | 0.00% | Reduce -94.9% | 2,251 | $1.6M |
| Tompkins Financial Corp. | 0.11% | Reduce -0.1% | 2,239 | $1.6M |
| Bedminster, LLC | 1.34% | Reduce -8.9% | 2,238 | $1.6M |
| Evanson Financial, LLC | 0.08% | — | 2,237 | $1.6M |
| Millstone Evans Group, LLC | 0.84% | Reduce -18.2% | 2,218 | $1.6M |
| Moors & Cabot, Inc. | 0.06% | Add +1.1% | 2,205 | $1.6M |
| Savvy Advisors, Inc. | 0.03% | Reduce -1.3% | 2,197 | $1.5M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.9% | 2,188 | $1.5M |
| Bank of Hawaii | 0.08% | Add +4.8% | 2,187 | $1.5M |
| Beaumont Financial Advisors, LLC | 0.10% | Reduce -5.9% | 2,181 | $1.5M |
| Tiaa Trust, National Association | 0.09% | Reduce -0.8% | 2,170 | $1.5M |
| Compass Wealth Management LLC | 0.29% | New | 2,163 | $1.5M |
| Element Wealth, LLC | 0.57% | Reduce -9.9% | 2,157 | $1.5M |
| Signal Tree Financial Partners LLC | 1.00% | Reduce -0.1% | 2,155 | $1.5M |
| Stephens Inc. | 0.02% | Add +5.1% | 2,152 | $1.5M |
| GAMMA Investing LLC | 0.06% | Reduce -0.7% | 2,151 | $1.5M |
| Sunflower Bank, N.A. | 0.36% | No change | 2,148 | $1.5M |
| Cozad Asset Management Inc. | 0.10% | Reduce -10.6% | 2,148 | $1.5M |
| AlphaStar Capital Management, LLC | 0.10% | Add +3.4% | 2,128 | $1.5M |
| TCTC Holdings, LLC | 0.04% | No change | 2,127 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Add +6.0% | 2,125 | $1.5M |
| Kennebec Savings Bank | 1.19% | Reduce -4.4% | 2,113 | $1.5M |
| Rockland Trust Co. | 0.06% | No change | 2,109 | $1.5M |
| Sentinel Trust Co. Lba | 0.13% | No change | 2,104 | $1.5M |
| Golden State Wealth Management, LLC | 0.13% | Reduce -12.4% | 2,100 | $1.5M |
| Emprise Bank | 0.54% | No change | 2,096 | $1.5M |
| Peterson Wealth Services | 0.32% | Add +17.6% | 2,081 | $1.5M |
| Frisch Financial Group, Inc. | 0.25% | Reduce -0.1% | 2,066 | $1.5M |
| Global Wealth Strategies & Associates | 0.28% | Add +14650.0% | 2,065 | $1.5M |
| Sunbeam Capital Management, LLC | 0.66% | No change | 2,063 | $1.5M |
| Wealth Alliance, LLC | 0.12% | Add +209.8% | 2,060 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.28% | Add +8.2% | 2,076 | $1.4M |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 2,055 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -12.0% | 2,051 | $1.4M |
| Orgel Wealth Management, LLC | 0.03% | Add +8.3% | 2,050 | $1.4M |
| Granite Bay Wealth Management, LLC | 0.13% | Reduce -2.8% | 2,049 | $1.4M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -0.5% | 2,043 | $1.4M |
| Plancorp, LLC | 0.04% | Reduce -1.7% | 2,092 | $1.4M |
| Fiduciary Alliance LLC | 0.10% | Add +30.4% | 2,036 | $1.4M |
| Jefferies Financial Group Inc. | 0.01% | New | 2,033 | $1.4M |
| Bill Few Associates, Inc. | 0.30% | Reduce -0.4% | 2,025 | $1.4M |
| 3EDGE Asset Management, LP | 0.06% | Add +35.7% | 2,018 | $1.4M |
| Rise Advisors, LLC | 0.40% | Add +55.5% | 2,011 | $1.4M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -3.1% | 2,005 | $1.4M |
| Douglass Winthrop Advisors, LLC | 0.02% | Add +42.9% | 2,000 | $1.4M |
| Arthur M. Cohen & Associates, LLC | 0.22% | Add +0.1% | 1,994 | $1.4M |
| NCM Capital Management, LLC | 0.43% | No change | 1,988 | $1.4M |
| FF Advisors,LLC | 0.52% | No change | 1,984 | $1.4M |
| Choate Investment Advisors | 0.02% | Reduce -1.4% | 1,984 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -2.0% | 1,983 | $1.4M |
| Bear Mountain Capital, Inc. | 0.40% | No change | 2,019 | $1.4M |
| TopTier Wealth Management, LLC | 0.84% | Reduce -7.2% | 1,977 | $1.4M |
| CCG Wealth Management, LLC | 0.32% | No change | 1,967 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Add +8.2% | 1,970 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.09% | No change | 1,966 | $1.4M |
| Centiva Capital, LP | 0.05% | No change | 1,960 | $1.4M |
| First City Capital Management, Inc. | 0.67% | Add +0.1% | 1,957 | $1.4M |
| Wealth Watch Advisors, INC | 0.45% | Reduce -13.3% | 1,957 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +0.1% | 1,966 | $1.4M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +3.9% | 1,945 | $1.4M |
| Caprock Group, LLC | 0.03% | Reduce -49.3% | 1,936 | $1.4M |
| Burling Wealth Partners, LLC | 0.20% | No change | 1,941 | $1.4M |
| Lavaca Capital LLC | 0.14% | Reduce -44.5% | 1,941 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.08% | Reduce -1.1% | 1,934 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -2.2% | 1,918 | $1.3M |
| Fiera Capital Corp | 0.00% | No change | 1,913 | $1.3M |
| Florida Trust Wealth Management Co | 0.03% | No change | 1,910 | $1.3M |
| Triumph Capital Management | 0.24% | Reduce -9.6% | 1,907 | $1.3M |
| Maltin Wealth Management, Inc. | 0.45% | No change | 1,897 | $1.3M |
| RFG Advisory, LLC | 0.02% | Reduce -76.2% | 1,887 | $1.3M |
| Private Wealth Group, LLC | 0.51% | No change | 1,887 | $1.3M |
| Taylor Financial Group, Inc. | 0.73% | No change | 1,883 | $1.3M |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 1,879 | $1.3M |
| Forza Wealth Management, LLC | 0.40% | No change | 1,876 | $1.3M |
| Howe & Rusling Inc. | 0.08% | Add +1.6% | 1,870 | $1.3M |
| Clifford Swan Investment Counsel LLC | 0.04% | No change | 1,870 | $1.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 1,869 | $1.3M |
| E&G Advisors, LLC | 0.25% | No change | 1,860 | $1.3M |
| Lyell Wealth Management, LP | 0.08% | Reduce -2.4% | 1,858 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -0.1% | 1,856 | $1.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.32% | Add +3.1% | 1,853 | $1.3M |
| SkyView Investment Advisors, LLC | 1.03% | No change | 1,850 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.07% | Add +0.2% | 1,847 | $1.3M |
| Runnymede Capital Advisors, Inc. | 0.77% | Reduce -4.4% | 1,843 | $1.3M |
| Blue Zone Wealth Advisors, LLC | 0.23% | No change | 1,840 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +2.8% | 1,818 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Add +15.1% | 1,808 | $1.3M |
| Manchester Capital Management LLC | 0.16% | No change | 1,799 | $1.3M |
| First National Bank of Mount Dora, Trust Investment Services | 0.25% | No change | 1,796 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -14.3% | 1,795 | $1.3M |
| Credit Agricole S A | 0.00% | No change | 1,776 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.18% | Reduce -0.8% | 1,775 | $1.2M |
| Glassman Wealth Services | 0.15% | Reduce -3.6% | 1,770 | $1.2M |
| Huntington National Bank | 0.01% | Reduce -2.6% | 1,770 | $1.2M |
| Brighton Jones LLC | 0.02% | Add +3.6% | 1,759 | $1.2M |
| Gator Capital Management, LLC | 0.27% | Reduce -13.5% | 1,755 | $1.2M |
| Aegis Wealth Management, Inc. | 0.79% | Add +3.7% | 1,749 | $1.2M |
| Kintra Wealth, LLC | 0.06% | Add +91.4% | 1,719 | $1.2M |
| BigSur Wealth Management LLC | 0.30% | No change | 1,740 | $1.2M |
| SVB Wealth LLC | 0.08% | Reduce -6.7% | 1,742 | $1.2M |
| GEM Asset Management, LLC | 0.48% | Reduce -33.6% | 1,741 | $1.2M |
| Lynch & Associates | 0.21% | No change | 1,740 | $1.2M |
| Horizon Investments, LLC | 0.01% | Reduce -50.5% | 1,738 | $1.2M |
| Park National Corp. | 0.03% | No change | 1,738 | $1.2M |
| Moment Partners, LLC | 0.22% | No change | 1,728 | $1.2M |
| Sfm, LLC | 0.62% | Reduce -2.0% | 1,728 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -5.8% | 1,727 | $1.2M |
| Roberts Glore & Co. Inc. | 0.30% | Reduce -0.9% | 1,725 | $1.2M |
| Long Road Investment Counsel, LLC | 0.45% | Reduce -7.0% | 1,720 | $1.2M |
| Capital Advantage, Inc. | 0.15% | Reduce -4.9% | 1,696 | $1.2M |
| Trek Financial, LLC | 0.06% | Add +148.8% | 1,692 | $1.2M |
| Mason Investment Advisory Services, Inc. | 0.05% | Reduce -3.8% | 1,691 | $1.2M |
| SteelPeak Wealth, LLC | 0.03% | No change | 1,687 | $1.2M |
| Middleton & Co. Inc. | 0.13% | Reduce -28.1% | 1,691 | $1.2M |
| Darrow Company, Inc. | 0.46% | Add +0.1% | 1,684 | $1.2M |
| Braun Stacey Associates Inc. | 0.03% | Reduce -10.4% | 1,676 | $1.2M |
| Legacy Private Trust Co. | 0.07% | No change | 1,665 | $1.2M |
| Hanson & Doremus Investment Management | 0.12% | Add +2313.0% | 1,665 | $1.2M |
| Jordan Park Group LLC | 0.06% | No change | 1,664 | $1.2M |
| Financial Solutions Advisory Group, Inc. | 0.15% | Add +2.3% | 1,695 | $1.2M |
| Fortress Private Ledger, LLC | 0.32% | Add +2.6% | 1,655 | $1.2M |
| M3 Advisory Group, LLC | 0.60% | Add +2.0% | 1,653 | $1.2M |
| Cannon Capital Management, Inc. | 0.99% | Reduce -2.3% | 1,653 | $1.2M |
| White Pine Capital LLC | 0.27% | Add +0.4% | 1,653 | $1.2M |
| Compound Planning, Inc. | 0.03% | Add +1.7% | 1,648 | $1.2M |
| Aspen Grove Capital, LLC | 0.17% | Add +74.0% | 1,632 | $1.2M |
| Berger Financial Group, Inc | 0.06% | No change | 1,630 | $1.1M |
| Vaughan David Investments LLC | 0.02% | No change | 1,626 | $1.1M |
| SOA Wealth Advisors, LLC. | 0.19% | Reduce -14.7% | 1,624 | $1.1M |
| Old North State Trust, LLC | 0.59% | Reduce -1.6% | 1,621 | $1.1M |
| Samalin Investment Counsel, LLC | 0.36% | Add +9.7% | 1,608 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +13.6% | 1,602 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -51.6% | 1,601 | $1.1M |
| Sig Brokerage, LP | 0.18% | No change | 1,600 | $1.1M |
| United Community Bank | 0.34% | Add +14.9% | 1,582 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +15.4% | 1,568 | $1.1M |
| StoneX Group Inc. | 0.04% | Add +3.6% | 1,605 | $1.1M |
| Beacon Financial Advisory LLC | 0.22% | Reduce -1.7% | 1,562 | $1.1M |
| Sei Investments Co. | 0.00% | New | 1,555 | $1.1M |
| VeraBank, N.A. | 0.18% | Reduce -3.1% | 1,550 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 0.64% | No change | 1,537 | $1.1M |
| Clarendon Private LLC | 0.69% | Add +0.2% | 1,531 | $1.1M |
| Panoramic Capital Partners, LLC | 0.51% | No change | 1,526 | $1.1M |
| RB Capital Management, LLC | 0.22% | New | 1,526 | $1.1M |
| Vertex Planning Partners, LLC | 0.16% | Add +70.8% | 1,522 | $1.1M |
| Orcam Financial Group | 0.52% | New | 1,521 | $1.1M |
| Certified Advisory Corp | 0.09% | Add +44.8% | 1,519 | $1.1M |
| Paragon Capital Management Ltd | 0.20% | Reduce -11.1% | 1,511 | $1.1M |
| OneAscent Financial Services LLC | 0.05% | Reduce -4.1% | 1,508 | $1.1M |
| Gen-Wealth Partners Inc | 0.29% | No change | 1,507 | $1.1M |
| Warner Financial, Inc. | 0.31% | No change | 1,505 | $1.1M |
| Retirement Capital Strategies | 0.37% | No change | 1,502 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.25% | Reduce -0.1% | 1,502 | $1.1M |
| Black Maple Capital Management LP | 0.71% | No change | 1,500 | $1.1M |
| Vista Investment Management | 0.32% | Add +0.1% | 1,495 | $1.1M |
| General Partner, Inc. | 0.56% | No change | 1,484 | $1.0M |
| Towne Trust Company, N.A | 0.32% | Add +8.2% | 1,482 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -20.4% | 1,478 | $1.0M |
| Coastal Bridge Advisors, LLC | 0.06% | Reduce -0.4% | 1,478 | $1.0M |
| First American Trust, FSB | 0.06% | No change | 1,476 | $1.0M |
| Gambit Capital Management, LLC | 0.60% | Reduce -1.1% | 1,475 | $1.0M |
| Pure Financial Advisors, LLC | 0.01% | Reduce -1.1% | 1,474 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -4.1% | 1,473 | $1.0M |
| Rothschild Capital Partners, LLC | 0.22% | Add +0.2% | 1,471 | $1.0M |
| Rialto Wealth Management, LLC | 0.20% | No change | 1,463 | $1.0M |
| Sovereign Financial Group, Inc. | 0.16% | Reduce -9.0% | 1,462 | $1.0M |
| TritonPoint Partners, LLC | 0.09% | New | 1,457 | $1.0M |
| Tritonpoint Wealth, LLC | 0.10% | No change | 1,457 | $1.0M |
| LCNB Corp. | 0.31% | No change | 1,455 | $1.0M |
| Money Concepts Capital Corp. | 0.05% | Add +148.0% | 1,451 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -0.3% | 1,450 | $1.0M |
| Petix & Botte Co | 0.21% | Add +100.0% | 1,450 | $1.0M |
| Nwam LLC | 0.05% | Add +43.4% | 1,445 | $1.0M |
| Pettinga Financial Advisors LLC | 0.16% | Reduce -0.8% | 1,441 | $1.0M |
| American Money Management, LLC | 0.14% | Reduce -0.8% | 1,440 | $1.0M |
| Pasadena Private Wealth, LLC | 0.13% | Add +1.8% | 1,438 | $1.0M |
| Sachetta, LLC | 0.49% | Add +0.1% | 1,435 | $1.0M |
| Mayport, LLC | 0.16% | New | 1,430 | $1.0M |
| Quadrant Private Wealth Management, LLC | 0.22% | Add +0.1% | 1,425 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -38.4% | 1,427 | $1.0M |
| M. Kraus & Co | 0.27% | Add +3.6% | 1,425 | $1.0M |
| WealthSpring Partners, LLC | 0.86% | Add +0.2% | 1,420 | $999K |
| Wealth Alliance Advisory Group, LLC | 0.14% | Reduce -60.6% | 1,416 | $996K |
| Bridgewater Advisors Inc. | 0.05% | No change | 1,435 | $996K |
| Impact Capital Partners LLC | 0.27% | New | 1,411 | $992K |
| Elevation Wealth Partners, LLC | 0.30% | Reduce -1.7% | 1,405 | $988K |
| Leisure Capital Management | 0.31% | No change | 1,405 | $988K |
| Prosperity Planning, Inc. | 0.32% | Reduce -3.8% | 1,404 | $987K |
| Lam Group, Inc. | 0.49% | No change | 1,400 | $985K |
| Black Diamond Financial, LLC | 0.09% | Add +99.4% | 1,396 | $982K |
| Sawgrass Asset Management LLC | 0.13% | No change | 1,393 | $980K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.6% | 1,391 | $978K |
| Tudor Investment Corporation | 0.00% | New | 1,387 | $976K |
| Andrews, Lucia Wealth Management LLC | 0.51% | No change | 1,383 | $973K |
| BankPlus Trust Department | 0.23% | Add +1.4% | 1,381 | $971K |
| Fca Corp. | 0.24% | No change | 1,380 | $971K |
| Apeiron RIA LLC | 0.25% | Add +6.8% | 1,376 | $968K |
| Hohimer Wealth Management, LLC | 0.10% | Add +3.8% | 1,366 | $961K |
| Ashford Advisors, LLC | 0.20% | No change | 1,361 | $960K |
| Tennessee Valley Asset Management Partners | 0.11% | Reduce -0.9% | 1,360 | $956K |
| Opulen Financial Group LLC | 0.60% | Add +0.2% | 1,357 | $954K |
| McGuire Investment Group, LLC | 0.08% | No change | 1,354 | $952K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.65% | Reduce -9.8% | 1,325 | $932K |
| Viawealth, LLC | 0.47% | No change | 1,325 | $932K |
| Harmony Asset Management LLC | 0.25% | Reduce -3.6% | 1,320 | $928K |
| Garden State Investment Advisory Services LLC | 0.18% | Reduce -2.2% | 1,315 | $925K |
| Cypress Capital, LLC | 0.25% | Add +4.2% | 1,314 | $924K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -21.4% | 1,313 | $923K |
| Kovack Advisors, Inc. | 0.04% | Add +3.5% | 1,311 | $918K |
| Collaborative Capital Advisors LLC | 0.58% | — | 1,300 | $917K |
| D.A. Davidson & Co. | 0.01% | Reduce -3.7% | 1,299 | $914K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.6% | 1,300 | $914K |
| L & S Advisors Inc | 0.09% | Add +0.4% | 1,294 | $910K |
| DAVENPORT & Co LLC | 0.00% | Add +2.0% | 1,283 | $902K |
| Appleton Partners Inc. | 0.06% | Reduce -1.5% | 1,280 | $900K |
| Renaissance Investment Group LLC | 0.18% | Reduce -8.2% | 1,273 | $895K |
| Bluespring Wealth Management, LLC | 0.02% | Add +121.5% | 1,269 | $893K |
| MontVue Capital Management, Inc. | 0.51% | Reduce -2.5% | 1,268 | $892K |
| TCI Wealth Advisors, Inc. | 0.04% | No change | 1,268 | $892K |
| Pacific Financial Group Inc. | 0.43% | Reduce -4.0% | 1,266 | $891K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -27.9% | 1,264 | $889K |
| Sentinel Wealth Management, Inc. | 0.63% | No change | 1,260 | $888K |
| Portside Wealth Group, LLC | 0.10% | New | 1,263 | $888K |
| Holistic Financial Partners | 0.54% | Add +0.1% | 1,262 | $888K |
| Fiduciary Wealth Partners, LLC | 0.49% | No change | 1,261 | $887K |
| Mission Wealth Management, LP | 0.01% | Add +1.8% | 1,257 | $884K |
| Citizens Business Bank | 0.13% | Add +20.6% | 1,255 | $883K |
| HM Payson & Co. | 0.01% | Add +2.0% | 1,253 | $881K |
| Miramar Capital, LLC | 0.19% | No change | 1,252 | $881K |
| Mirador Capital Partners LP | 0.11% | Add +11.2% | 1,250 | $879K |
| Urban Financial Advisory Corp | 0.24% | Add +0.2% | 1,243 | $874K |
| German American Bancorp, Inc. | 0.07% | No change | 1,242 | $874K |
| Glenview Trust Co | 0.01% | Add +27.1% | 1,241 | $873K |
| CGN Advisors LLC | 0.06% | No change | 1,225 | $862K |
| Prosperity Bancshares Inc | 0.56% | Reduce -4.5% | 1,219 | $857K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 1,216 | $855K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.9% | 1,213 | $853K |
| Betterment LLC | 0.00% | Add +42.3% | 1,194 | $840K |
| Sage Mountain Advisors LLC | 0.05% | No change | 1,190 | $837K |
| Kaydan Wealth Management, Inc. | 0.25% | Reduce -2.5% | 1,189 | $836K |
| Marion Wealth Management | 0.17% | Add +6.5% | 1,187 | $835K |
| Aerodigm Wealth, LLC | 0.28% | No change | 1,178 | $829K |
| Compass Capital Corp. /Ma/ | 0.27% | Reduce -1.0% | 1,163 | $827K |
| Port Capital LLC | 0.03% | New | 1,170 | $823K |
| Omega Financial Group, LLC | 0.25% | Reduce -1.8% | 1,158 | $814K |
| STAR Financial Bank | 0.33% | Reduce -0.9% | 1,157 | $814K |
| Brightwater Advisory LLC | 0.51% | Reduce -3.6% | 1,154 | $812K |
| Parkside Financial Bank & Trust | 0.06% | No change | 1,152 | $810K |
| North Star Asset Management Inc. | 0.03% | No change | 1,151 | $810K |
| Truepoint, Inc. | 0.02% | No change | 1,144 | $805K |
| CDM Financial Counseling Services, Inc. | 0.69% | Reduce -0.1% | 1,141 | $802K |
| Rathbones Group PLC | 0.00% | No change | 1,140 | $802K |
| Pacific Sun Financial Corp | 0.33% | Reduce -0.6% | 1,135 | $799K |
| Forum Financial Management, LP | 0.01% | Add +30.1% | 1,134 | $798K |
| New Hampshire Trust | 0.15% | No change | 1,134 | $798K |
| Single Point Partners, LLC | 0.14% | No change | 1,131 | $795K |
| FCG Investment Co | 0.27% | Reduce -6.9% | 1,126 | $792K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -5.0% | 1,116 | $785K |
| Summit Asset Management, LLC | 0.10% | No change | 1,108 | $779K |
| MRWM Advisors, LLC | 0.32% | Add +3.4% | 1,104 | $776K |
| River Street Advisors LLC | 0.23% | No change | 1,098 | $772K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.9% | 1,097 | $772K |
| Carrera Capital Advisors | 0.11% | Add +0.2% | 1,093 | $770K |
| Jacksonville Wealth Management, LLC | 0.43% | Reduce -2.1% | 1,086 | $764K |
| AlphaCore Capital LLC | 0.01% | Add +8.8% | 1,086 | $764K |
| Round Rock Advisors LLC | 0.10% | Reduce -1.4% | 1,085 | $763K |
| Howland Capital Management LLC | 0.03% | No change | 1,077 | $759K |
| Fagan Associates, Inc. | 0.09% | No change | 1,078 | $758K |
| BLB&B Advisors, LLC | 0.03% | Reduce -2.8% | 1,076 | $757K |
| Venture Visionary Partners LLC | 0.02% | Reduce -7.7% | 1,065 | $749K |
| Western Wealth Management, LLC | 0.02% | No change | 1,065 | $749K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -0.9% | 1,065 | $749K |
| Turtle Creek Wealth Advisors, LLC | 0.04% | No change | 1,064 | $748K |
| RTD Financial Advisors, Inc. | 0.08% | No change | 1,062 | $747K |
| Kanawha Capital Management LLC | 0.05% | Reduce -1.5% | 1,061 | $746K |
| Stablepoint Partners, LLC | 0.10% | Add +23.6% | 1,059 | $745K |
| Royal Fund Management, LLC | 0.06% | Reduce -1.5% | 1,059 | $745K |
| First Western Trust Bank | 0.04% | No change | 1,055 | $742K |
| Peak Planning Group, LLC | 0.17% | Reduce -4.6% | 1,047 | $736K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.11% | Add +0.1% | 1,035 | $728K |
| WorthPointe, LLC | 0.18% | No change | 1,032 | $726K |
| Daytona Street Capital LLC | 0.53% | No change | 1,050 | $725K |
| Northstar Advisory Group, LLC | 0.23% | New | 1,030 | $724K |
| Members Trust Co | 0.02% | No change | 1,030 | $724K |
| Boyum Wealth Architects LLC | 0.29% | No change | 1,054 | $723K |
| Baxter Bros Inc. | 0.08% | No change | 1,023 | $720K |
| Range Advisory, LLC | 0.09% | Add +0.2% | 1,016 | $715K |
| River Wealth Advisors LLC | 0.07% | Reduce -2.0% | 1,015 | $714K |
| Grey Ledge Advisors, LLC | 0.14% | Reduce -2.1% | 1,013 | $713K |
| Spire Wealth Management | 0.02% | Add +0.1% | 1,012 | $712K |
| Flagship Harbor Advisors, LLC | 0.03% | No change | 1,008 | $709K |
| Lifestyle Asset Management, Inc. | 0.19% | Add +19.4% | 1,007 | $708K |
| Connors Investor Services Inc. | 0.06% | No change | 1,007 | $708K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 1,008 | $706K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.1% | 1,003 | $705K |
| Nemes Rush Group LLC | 0.06% | Reduce -0.5% | 1,003 | $705K |
| AE Wealth Management LLC | 0.00% | Reduce -7.6% | 1,002 | $704K |
| Seven Mile Advisory | 0.47% | No change | 992 | $699K |
| Silvia McColl Wealth Management, LLC | 0.42% | No change | 994 | $699K |
| Mutual Advisors, LLC | 0.01% | No change | 994 | $699K |
| Wealth Advisory Solutions, LLC | 0.14% | No change | 993 | $698K |
| Plante Moran Financial Advisors, LLC | 0.03% | No change | 989 | $696K |
| WBH Advisory Inc. | 0.05% | Reduce -5.5% | 988 | $695K |
| Tanager Wealth Management LLP | 0.06% | No change | 988 | $695K |
| Diversified Enterprises, LLC | 0.03% | No change | 985 | $693K |
| Broadview Financial Management, LLC | 0.42% | Reduce -1.2% | 978 | $688K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 975 | $686K |
| Livet Wealth, LLC | 0.39% | Reduce -14.8% | 972 | $684K |
| Maren Capital LLC | 0.03% | No change | 964 | $678K |
| Smithfield Trust Co | 0.03% | No change | 955 | $673K |
| BSW Wealth Partners | 0.07% | Reduce -0.4% | 956 | $672K |
| Avalon Trust Co | 0.04% | Reduce -24.0% | 950 | $668K |
| Markowski Investments | 0.15% | — | 950 | $668K |
| Tower View Wealth Management LLC | 0.29% | No change | 949 | $667K |
| Clear Trail Advisors, LLC | 0.10% | Reduce -1.1% | 943 | $663K |
| Sax Wealth Advisors, LLC | 0.03% | Add +15.9% | 1,073 | $662K |
| HTG Investment Advisors, Inc. | 0.17% | No change | 940 | $661K |
| Bell Bank | 0.03% | Add +0.5% | 940 | $661K |
| Shepherd Financial Partners LLC | 0.05% | Add +9.5% | 936 | $658K |
| Modern Wealth Management, LLC | 0.01% | Add +168.7% | 935 | $657K |
| Northland Securities, Inc. | 0.38% | No change | 928 | $653K |
| HCR Wealth Advisors | 0.06% | No change | 926 | $652K |
| SevenBridge Financial Group, LLC | 0.10% | No change | 917 | $650K |
| J.Safra Asset Management Corp | 0.03% | No change | 923 | $649K |
| First Trust Advisors LP | 0.00% | Add +31.9% | 923 | $649K |
| Trust Co. of Toledo NA | 0.05% | Add +87.0% | 920 | $647K |
| Trillium Asset Management, LLC | 0.02% | No change | 920 | $647K |
| Sanchez Gaunt Capital Management, LLC | 0.36% | Reduce -1.1% | 912 | $641K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -1.4% | 904 | $636K |
| Contravisory Investment Management, Inc. | 0.11% | Add +156.5% | 903 | $635K |
| First PREMIER Bank | 0.10% | No change | 902 | $634K |
| Eagle Strategies LLC | 0.06% | No change | 900 | $633K |
| Titleist Asset Management, LLC | 0.04% | No change | 897 | $631K |
| Chicago Capital, LLC | 0.02% | New | 895 | $629K |
| First Manhattan Co. Llc. | 0.00% | New | 892 | $629K |
| Edgestream Partners, L.P. | 0.02% | Add +137.1% | 894 | $629K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 892 | $628K |
| Stone Summit Wealth LLC | 0.16% | Reduce -5.7% | 890 | $626K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 888 | $625K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.1% | 887 | $624K |
| Creekside Partners | 0.23% | Add +0.1% | 887 | $624K |
| First Business Financial Services, Inc. | 0.05% | No change | 887 | $624K |
| Sequent Asset Management, LLC | 0.26% | New | 882 | $620K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | Reduce -0.8% | 881 | $619K |
| Flynn Zito Capital Management, LLC | 0.17% | Add +0.1% | 880 | $619K |
| JNBA Financial Advisors | 0.05% | Reduce -1.0% | 878 | $618K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +7.6% | 878 | $618K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -0.5% | 873 | $614K |
| Congress Asset Management Co. | 0.00% | Reduce -15.6% | 873 | $614K |
| Evernest Financial Advisors, LLC | 0.13% | No change | 871 | $613K |
| Huntleigh Advisors, Inc. | 0.09% | No change | 870 | $612K |
| Naviter Wealth, LLC | 0.06% | No change | 866 | $611K |
| Advisors Capital Management, LLC | 0.01% | Reduce -2.8% | 862 | $606K |
| IMA Advisory Services, Inc. | 0.04% | New | 858 | $604K |
| United Bank | 0.07% | No change | 858 | $603K |
| FWG Holdings, LLC | 0.21% | Reduce -7.8% | 872 | $602K |
| Hirtle & Co., LLC | 0.02% | New | 855 | $601K |
| Cornerstone Wealth Group, LLC | 0.04% | Add +2.8% | 853 | $600K |
| Rockline Wealth Management, LLC | 0.11% | Reduce -0.3% | 852 | $599K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 849 | $597K |
| Almanack Investment Partners, LLC. | 0.08% | Add +5.5% | 843 | $593K |
| Platform Technology Partners | 0.10% | No change | 841 | $592K |
| Montis Financial, LLC | 0.12% | Reduce -0.9% | 840 | $591K |
| Avior Wealth Management, LLC | 0.02% | Add +13.1% | 839 | $590K |
| Eagle Global Advisors LLC | 0.02% | No change | 838 | $589K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 835 | $589K |
| Empower Advisory Group, LLC | 0.00% | Add +134.8% | 836 | $588K |
| Principal Securities, Inc. | 0.01% | Reduce -0.9% | 832 | $585K |
| Stillwater Capital Advisors, LLC | 0.06% | No change | 830 | $584K |
| DWR Wealth Management, LLC | 0.44% | No change | 836 | $583K |
| Sunpointe, LLC | 0.17% | Reduce -53.5% | 828 | $583K |
| GAMCO Investors | 0.01% | Reduce -84.1% | 821 | $577K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.6% | 818 | $574K |
| Missouri Trust & Investment Co | 0.16% | No change | 836 | $574K |
| Abound Financial, LLC | 0.23% | Reduce -1.9% | 815 | $573K |
| Seelaus Asset Management LLC | 0.41% | No change | 814 | $573K |
| Parcion Private Wealth LLC | 0.03% | Add +0.4% | 813 | $572K |
| Midland Wealth Advisors, LLC | 0.03% | No change | 813 | $572K |
| Genesis Wealth Advisors, LLC | 0.34% | Reduce -4.7% | 806 | $567K |
| Evolve Private Wealth, LLC | 0.03% | Add +50.3% | 804 | $567K |
| Marquette Asset Management, LLC | 0.07% | No change | 800 | $563K |
| Cohen Klingenstein LLC | 0.02% | No change | 800 | $563K |
| Mairs & Power Inc. | 0.01% | Reduce -2.6% | 798 | $561K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 798 | $561K |
| Invenomic Capital Management LP | 0.03% | No change | 797 | $561K |
| Henderson Brothers Financial Partners, LLC | 0.27% | Reduce -50.0% | 796 | $560K |
| Rehmann Capital Advisory Group | 0.03% | No change | 793 | $558K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.1% | 793 | $558K |
| First National Trust Co | 0.02% | Reduce -21.6% | 792 | $557K |
| Orleans Capital Management Corp. | 0.29% | No change | 791 | $556K |
| Washington Trust Bank | 0.04% | Reduce -0.5% | 790 | $556K |
| One Charles Private Wealth Services, LLC | 0.13% | No change | 788 | $554K |
| CoreCap Advisors, LLC | 0.02% | Reduce -3.8% | 788 | $554K |
| Canal Capital Management, LLC | 0.07% | Add +0.3% | 787 | $553K |
| Objectivity Squared, LLC | 0.31% | Add +0.3% | 785 | $552K |
| Apollon Financial, LLC | 0.07% | Reduce -5.1% | 781 | $550K |
| Summit Place Financial Advisors, LLC | 0.24% | No change | 780 | $549K |
| Deltec Asset Management LLC | 0.08% | No change | 780 | $549K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -3.1% | 773 | $544K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.9% | 772 | $543K |
| Roehl & Yi Investment Advisors, LLC | 0.18% | Add +11.1% | 764 | $537K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -22.6% | 761 | $535K |
| Harbor Group, Inc. | 0.06% | Add +0.1% | 761 | $535K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 759 | $534K |
| NewEdge Wealth, LLC | 0.01% | Add +0.3% | 759 | $534K |
| Maxele Advisors, LLC | 0.37% | — | 758 | $533K |
| TMB Capital Partners, LLC | 0.17% | Add +0.3% | 754 | $530K |
| LS Investment Advisors, LLC | 0.07% | No change | 753 | $530K |
| BIP Wealth, LLC | 0.01% | Reduce -0.8% | 751 | $528K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 741 | $522K |
| Measured Risk Portfolios, Inc. | 0.46% | Reduce -0.7% | 741 | $521K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +10.4% | 741 | $521K |
| Macquarie Group Ltd. | 0.00% | New | 736 | $518K |
| PFG Investments, LLC | 0.02% | Add +1.9% | 736 | $517K |
| Isthmus Partners, LLC | 0.05% | No change | 733 | $516K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -20.8% | 733 | $516K |
| Ardent Capital Management, Inc. | 0.21% | No change | 730 | $513K |
| Pioneer Trust Bank N A | 0.12% | No change | 728 | $512K |
| Fisher Asset Management | 0.00% | New | 726 | $511K |
| Compass Planning Associates Inc | 0.28% | New | 725 | $510K |
| Rodgers Brothers Inc. | 0.05% | No change | 725 | $510K |
| Wagner Wealth Management, LLC | 0.09% | No change | 722 | $508K |
| Harbour Investment Management LLC | 0.26% | Reduce -12.2% | 719 | $507K |
| Diesslin Group, Inc. | 0.20% | Reduce -1.4% | 720 | $506K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 717 | $505K |
| marrick wealth, LLC | 0.36% | Add +46.5% | 715 | $503K |
| Field & Main Bank | 0.10% | No change | 714 | $502K |
| Ellerson Group Inc. | 0.30% | Reduce -0.6% | 711 | $500K |
| Lawood & Co. | 0.34% | No change | 710 | $499K |
| Tred Avon Family Wealth, LLC | 0.15% | No change | 707 | $497K |
| Coquina Private Wealth LLC | 0.34% | No change | 706 | $497K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -3.8% | 706 | $497K |
| Napier Financial, LLC | 0.10% | No change | 705 | $496K |
| Ancora Advisors LLC | 0.01% | Reduce -10.8% | 705 | $496K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 704 | $495K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 704 | $495K |
| Hickory Point Bank & Trust | 0.30% | No change | 703 | $494K |
| Watershed Private Wealth LLC | 0.14% | No change | 699 | $492K |
| Catalyst Financial Partners LLC | 0.05% | No change | 699 | $492K |
| WealthPLAN Partners, LLC | 0.09% | Add +2.2% | 698 | $491K |
| Brand Asset Management Group, Inc. | 0.11% | Reduce -1.1% | 693 | $487K |
| Keudell/Morrison Wealth Management | 0.09% | Add +1.5% | 692 | $487K |
| InTrack Investment Management Inc | 0.24% | Reduce -22.2% | 692 | $486K |
| Arwa LLC | 0.20% | No change | 702 | $486K |
| Steinberganna Wealth Management | 0.20% | Add +0.3% | 690 | $485K |
| JDM Financial Group LLC | 0.17% | Reduce -97.4% | 689 | $485K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 688 | $484K |
| Arrowroot Family Office, LLC | 0.14% | Add +12.8% | 687 | $483K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 687 | $483K |
| CM Wealth Advisors LLC | 0.09% | No change | 685 | $483K |
| CRA Financial Services, LLC | 0.06% | Reduce -5.0% | 686 | $482K |
| Capital Advisors Inc. | 0.01% | No change | 683 | $480K |
| Retirement Planning Co of New England, Inc. | 0.17% | Reduce -0.7% | 683 | $480K |
| Newman Dignan & Sheerar, Inc. | 0.09% | No change | 681 | $479K |
| Colonial Trust Co / SC | 0.06% | Reduce -0.7% | 681 | $479K |
| Carret Asset Management, LLC | 0.04% | No change | 675 | $475K |
| Selby Wealth Management, LLC | 0.17% | Reduce -3.3% | 674 | $474K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -1.5% | 674 | $474K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -54.2% | 674 | $474K |
| McMillan Office, Inc. | 0.05% | No change | 670 | $471K |
| Blackston Financial Advisory Group, LLC | 0.26% | Reduce -0.5% | 666 | $468K |
| Wealth Architects, LLC | 0.04% | No change | 666 | $468K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 662 | $466K |
| First Financial Bankshares Inc | 0.01% | No change | 654 | $460K |
| Wilkins Investment Counsel Inc. | 0.06% | No change | 650 | $457K |
| Cannell & Spears LLC | 0.01% | Reduce -0.8% | 650 | $457K |
| ORBA Wealth Advisors, L.L.C. | 0.39% | Reduce -47.0% | 644 | $453K |
| Ayrshire Capital Management LLC | 0.21% | Reduce -3.8% | 642 | $452K |
| Colter Lewis Investment Partners LLC | 0.20% | No change | 640 | $451K |
| Larson Financial Group LLC | 0.01% | Reduce -2.0% | 637 | $448K |
| Avity Investment Management Inc. | 0.03% | Add +10.6% | 636 | $447K |
| Assetmark, Inc. | 0.00% | Add +27.6% | 634 | $446K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 633 | $445K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -2.0% | 631 | $445K |
| PGIM Custom Harvest LLC | 0.01% | No change | 627 | $441K |
| Cypress Wealth Services, LLC | 0.05% | No change | 626 | $440K |
| Cortland Associates Inc. | 0.06% | Add +0.8% | 621 | $437K |
| Aberdeen Wealth Management LLC | 0.21% | No change | 621 | $437K |
| BlueSky Wealth Advisors, LLC | 0.05% | No change | 618 | $435K |
| SYM FINANCIAL Corp | 0.03% | No change | 618 | $435K |
| HUB Investment Partners, LLC | 0.01% | Reduce -39.1% | 618 | $435K |
| Howard Capital Management Group, LLC | 0.03% | No change | 615 | $433K |
| Ruggaard & Associates LLC | 0.15% | Reduce -5.7% | 613 | $431K |
| Eagle Bay Advisors LLC | 0.32% | New | 612 | $430K |
| Astoria Portfolio Advisors LLC. | 0.07% | No change | 609 | $428K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -14.4% | 606 | $426K |
| Geneva Partners, LLC | 0.11% | New | 601 | $423K |
| Summa Corp. | 0.13% | No change | 600 | $422K |
| TriaGen Wealth Management LLC | 0.11% | No change | 600 | $422K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 600 | $422K |
| PFG Advisors | 0.02% | Reduce -11.4% | 599 | $421K |
| Corsair Capital Management, L.P. | 0.05% | No change | 597 | $420K |
| Meeder Advisory Services, Inc. | 0.02% | Add +18.0% | 589 | $414K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.3% | 587 | $413K |
| REDW Wealth LLC | 0.15% | Add +0.2% | 584 | $411K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.5% | 579 | $407K |
| Claro Advisors Inc. | 0.04% | No change | 578 | $407K |
| Norden Group LLC | 0.03% | No change | 576 | $405K |
| Heritage Investment Group, Inc. | 0.05% | No change | 575 | $404K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 575 | $404K |
| Scarborough Advisors, LLC | 0.05% | Reduce -0.2% | 579 | $403K |
| Asset Dedication, LLC | 0.03% | No change | 572 | $402K |
| Northeast Planning Associates, Inc. / NH / | 0.30% | No change | 570 | $401K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 570 | $401K |
| Capital Asset Advisory Services LLC | 0.01% | Add +32.9% | 570 | $401K |
| Ledyard National Bank | 0.03% | No change | 569 | $400K |
| Guyasuta Investment Advisors Inc. | 0.02% | Reduce -19.2% | 567 | $399K |
| Well Done, LLC | 0.05% | No change | 565 | $397K |
| Optivise Advisory Services LLC | 0.20% | Reduce -1.1% | 564 | $397K |
| Beacon Bridge Wealth Partners, LLC | 0.11% | Reduce -76.2% | 564 | $397K |
| Bridges Investment Management Inc. | 0.00% | No change | 563 | $396K |
| Members Wealth LLC | 0.22% | No change | 562 | $395K |
| NWF Advisory Services Inc. | 0.04% | No change | 562 | $395K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -0.4% | 561 | $395K |
| Jennison Associates LLC | 0.00% | Reduce -70.1% | 561 | $395K |
| Seascape Capital Management | 0.09% | Reduce -6.7% | 560 | $394K |
| Gainline Financial Partners, LLC | 0.37% | — | 559 | $393K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 557 | $392K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -3.3% | 557 | $392K |
| UMB Bank, n.a. | 0.01% | No change | 557 | $392K |
| WP Advisors, LLC | 0.09% | Add +0.2% | 556 | $391K |
| Trail Ridge Investment Advisors, LLC | 0.17% | No change | 556 | $391K |
| Wedmont Private Capital | 0.01% | No change | 566 | $390K |
| Stanich Group LLC | 0.24% | Reduce -52.2% | 553 | $389K |
| Red Lighthouse Investment Management, LLC | 0.12% | No change | 550 | $387K |
| Anchor Capital Advisors LLC | 0.01% | No change | 546 | $384K |
| Empirical Asset Management, LLC | 0.09% | Add +0.6% | 545 | $384K |
| ArborFi Advisors, LLC | 0.28% | No change | 541 | $381K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 536 | $378K |
| Simplicity Wealth,LLC | 0.01% | Reduce -11.8% | 537 | $378K |
| Heritage Trust Co | 0.03% | Reduce -1.6% | 535 | $376K |
| XY Planning Network, Inc. | 0.05% | Reduce -0.2% | 533 | $375K |
| Visionary Wealth Advisors | 0.01% | Add +0.2% | 530 | $372K |
| Financial Council, LLC | 0.12% | Reduce -10.3% | 525 | $369K |
| Chris Bulman Inc | 0.13% | No change | 524 | $369K |
| Bangor Savings Bank | 0.03% | Reduce -0.2% | 522 | $367K |
| Counterweight Ventures, LLC | 0.18% | No change | 522 | $367K |
| Tarbox Family Office, Inc. | 0.05% | No change | 522 | $367K |
| NBH Bank | 0.15% | — | 521 | $366K |
| Wealthcare Capital Management LLC | 0.03% | No change | 519 | $365K |
| J. Team Financial, Inc. | 0.35% | No change | 518 | $365K |
| Guidance Point Advisors, LLC | 0.08% | No change | 515 | $364K |
| S.A. Mason LLC | 0.11% | No change | 516 | $363K |
| Camden National Bank | 0.05% | No change | 516 | $363K |
| Redwood Park Advisors LLC | 0.26% | Add +0.2% | 516 | $363K |
| Libra Wealth LLC | 0.09% | No change | 515 | $362K |
| Novare Capital Management LLC | 0.03% | Reduce -1.5% | 513 | $361K |
| Medallion Wealth Advisors, LLC | 0.11% | No change | 511 | $360K |
| Strategic Advisors LLC | 0.08% | No change | 511 | $359K |
| Blue Trust, Inc. | 0.00% | Reduce -45.2% | 511 | $359K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.0% | 505 | $355K |
| Shaker Investments LLC | 0.13% | Add +0.2% | 502 | $353K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 500 | $352K |
| MBL Wealth, LLC | 0.02% | No change | 500 | $352K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -14.6% | 499 | $351K |
| Northeast Investment Management | 0.01% | Add +33.6% | 497 | $350K |
| Advisortrust Partners, LLC | 0.12% | New | 496 | $349K |
| Roundview Capital LLC | 0.02% | New | 492 | $346K |
| Berkeley, Inc | 0.11% | No change | 489 | $344K |
| Western Reserve Capital Management, LLC | 0.25% | No change | 488 | $343K |
| Councilor Wealth, LLC | 0.14% | No change | 487 | $343K |
| Bfsg, LLC | 0.03% | No change | 485 | $341K |
| Accurate Wealth Management, LLC | 0.03% | Add +38.8% | 494 | $341K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 481 | $339K |
| Granite Harbor Advisors, Inc. | 0.13% | No change | 479 | $337K |
| Gladwyn Financial Advisors, Inc. | 0.21% | Add +2.8% | 477 | $335K |
| Maryland Capital Advisors Inc. | 0.11% | — | 476 | $335K |
| Stonebrook Private Inc. | 0.06% | New | 475 | $334K |
| Birch Hill Investment Advisors LLC | 0.01% | No change | 475 | $334K |
| National Bank of Canada | 0.00% | Add +11.6% | 473 | $333K |
| Lesa Sroufe & Co | 0.24% | No change | 470 | $331K |
| Index Fund Advisors, Inc. | 0.01% | No change | 469 | $330K |
| Bensler, LLC | 0.03% | Add +0.2% | 469 | $330K |
| PDS Planning, Inc | 0.02% | No change | 468 | $329K |
| Essex Bank | 0.07% | No change | 467 | $328K |
| Friday Financial | 0.09% | New | 477 | $328K |
| Resources Management Corp. /CT/ | 0.04% | No change | 466 | $328K |
| Root Financial Partners, LLC | 0.01% | No change | 465 | $327K |
| Aspen Investment Management Inc | 0.09% | No change | 463 | $326K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -15.7% | 463 | $326K |
| SouthState Bank Corp | 0.01% | No change | 463 | $326K |
| WealthTrust Axiom LLC | 0.07% | No change | 462 | $325K |
| Ballast Rock Private Wealth LLC | 0.15% | No change | 461 | $325K |
| Ticino Wealth | 0.10% | No change | 460 | $324K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 460 | $324K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 460 | $324K |
| Evergreen Capital Management LLC | 0.01% | No change | 457 | $322K |
| Sapient Capital LLC | 0.00% | No change | 457 | $322K |
| Adkins Seale Capital Management LLC | 0.29% | No change | 458 | $322K |
| Sound Portfolio Advisors, LLC | 0.23% | Reduce -5.6% | 456 | $321K |
| Generation Capital Management LLC | 0.20% | No change | 455 | $320K |
| Genesis Private Wealth, LLC | 0.09% | New | 454 | $319K |
| Allegheny Financial Group | 0.03% | Add +4.6% | 452 | $318K |
| Global Assets Advisory, LLC | 0.07% | New | 455 | $318K |
| Entrust Financial LLC | 0.21% | No change | 450 | $317K |
| Financial Counselors Inc. | 0.44% | No change | 450 | $317K |
| American National Bank of Texas | 0.29% | No change | 450 | $317K |
| Alkeme Wealth, LLC | 0.12% | No change | 450 | $317K |
| JSF Financial, LLC | 0.05% | Add +0.2% | 450 | $316K |
| Financial Partners Group, Inc | 0.03% | No change | 448 | $315K |
| Fermata Advisors, LLC | 0.06% | No change | 448 | $315K |
| Aquire Wealth Advisors, LLC | 0.07% | Add +0.5% | 446 | $314K |
| CVFG LLC | 0.03% | Reduce -6.3% | 445 | $313K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +20.3% | 445 | $313K |
| Tranquility Partners, LLC | 0.11% | Reduce -8.3% | 443 | $312K |
| Oder Investment Management, LLC | 0.21% | No change | 443 | $312K |
| Zacks Investment Management | 0.00% | New | 442 | $311K |
| Waters Parkerson & Co., LLC | 0.02% | Reduce -35.9% | 442 | $311K |
| Trexquant Investment LP | 0.00% | Reduce -1.3% | 442 | $311K |
| Inspirion Wealth Advisors, LLC | 0.04% | No change | 445 | $310K |
| Mather Group, Llc. | 0.00% | Add +6.3% | 437 | $307K |
| Vision Retirement, LLC | 0.07% | No change | 436 | $307K |
| Signaturefd, LLC | 0.00% | No change | 436 | $307K |
| Samara Investment Management, LLC | 0.28% | Reduce -14.7% | 436 | $307K |
| Northstar Asset Management Inc. | 0.09% | Reduce -4.6% | 435 | $306K |
| Smithbridge Asset Management Inc. | 0.04% | No change | 435 | $306K |
| Inscription Capital, LLC | 0.03% | Add +0.2% | 435 | $306K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -3.1% | 431 | $303K |
| William Mack & Associates, Inc. | 0.11% | New | 431 | $303K |
| Van Strum & Towne Inc. | 0.08% | No change | 430 | $302K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -11.4% | 427 | $301K |
| Broadway Wealth Solutions, Inc. | 0.14% | No change | 427 | $300K |
| Symphony Financial, Ltd. Co. | 0.03% | Add +0.2% | 430 | $300K |
| Donaldson Capital Management, LLC | 0.01% | New | 426 | $300K |
| First Nebraska Trust Co | 0.02% | No change | 425 | $299K |
| Investment Partners, LTD. | 0.09% | No change | 424 | $298K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 422 | $297K |
| Bogart Wealth, LLC | 0.01% | No change | 422 | $297K |
| Lowery Thomas, LLC | 0.14% | Add +0.2% | 422 | $296K |
| Excalibur Management Corp. | 0.10% | No change | 421 | $296K |
| Boston Trust Walden Corp | 0.00% | Reduce -34.9% | 420 | $295K |
| Unified Investment Management | 0.27% | Reduce -1.9% | 419 | $295K |
| Hegarty Advisors, LLC | 0.20% | New | 419 | $295K |
| Powerhouse Assets LLC | 0.24% | No change | 418 | $294K |
| Progressive Investment Management Corp | 0.06% | Reduce -8.6% | 416 | $293K |
| Bar Harbor Wealth Management | 0.02% | No change | 414 | $291K |
| Legacy Trust | 0.05% | Reduce -3.5% | 411 | $289K |
| Trust Co | 0.03% | No change | 411 | $289K |
| Factor Wealth Management LTD | 0.04% | Reduce -6.4% | 409 | $287K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -7.1% | 406 | $287K |
| Sheets Smith Wealth Management | 0.03% | No change | 406 | $285K |
| Milestone Asset Management Group, LLC | 0.14% | Add +4.1% | 403 | $283K |
| Keel Point, LLC | 0.02% | Add +0.3% | 401 | $282K |
| Warren Street Wealth Advisors, LLC | 0.06% | No change | 400 | $281K |
| Cordatus Wealth Management LLC | 0.06% | No change | 400 | $281K |
| SkyOak Wealth, LLC | 0.05% | No change | 400 | $281K |
| Fortis Capital Management LLC | 0.03% | New | 400 | $281K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 400 | $281K |
| S&A Financial Services, Inc. | 0.17% | Reduce -3.4% | 396 | $279K |
| OxenFree Capital LLC | 0.13% | No change | 405 | $279K |
| STG Securities, LLC | 0.30% | — | 396 | $279K |
| Summit Financial Wealth Advisors, LLC | 0.04% | Add +0.3% | 395 | $278K |
| FSM Wealth Advisors, LLC | 0.03% | No change | 395 | $278K |
| Alpha Zero LLC | 0.11% | No change | 400 | $277K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.3% | 393 | $276K |
| IAG Wealth Partners, LLC | 0.03% | No change | 392 | $276K |
| First Pacific Financial | 0.03% | Reduce -4.7% | 390 | $274K |
| Shufro Rose & Co. LLC | 0.02% | No change | 387 | $272K |
| Quadrant Capital Group LLC | 0.01% | No change | 385 | $271K |
| Private Capital Management, LLC | 0.02% | No change | 385 | $271K |
| Stonebridge Financial Group, LLC / MO | 0.18% | Reduce -3.5% | 384 | $270K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.6% | 383 | $270K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 383 | $269K |
| Hengehold Capital Management LLC | 0.02% | Reduce -3.5% | 383 | $269K |
| Continuum Wealth Advisors, LLC | 0.09% | New | 382 | $269K |
| Foster Group, Inc. | 0.01% | No change | 381 | $268K |
| Advyzon Investment Management, LLC | 0.02% | Add +20.6% | 380 | $267K |
| Noesis Capital Mangement Corp. | 0.03% | No change | 380 | $267K |
| Westside Investment Management, Inc. | 0.04% | No change | 380 | $267K |
| First Heartland Consultants, Inc. | 0.02% | New | 379 | $267K |
| Creative Financial Designs Inc. | 0.01% | Add +15.3% | 377 | $265K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 377 | $265K |
| Arjuna Capital | 0.06% | No change | 375 | $264K |
| Stokes Family Office, LLC | 0.03% | Add +0.8% | 375 | $264K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 375 | $264K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 374 | $263K |
| Team Hewins, LLC | 0.07% | No change | 373 | $263K |
| Orion Capital Management LLC | 0.08% | No change | 374 | $263K |
| Paragon Capital Management LLC | 0.12% | Reduce -33.9% | 372 | $262K |
| Verum Partners LLC | 0.04% | New | 371 | $261K |
| Lotus Asset Management LLC | 0.23% | — | 370 | $260K |
| Weaver Consulting Group | 0.05% | New | 370 | $260K |
| Patten & Patten Inc. | 0.01% | No change | 370 | $260K |
| Jacobs & Co. | 0.02% | No change | 370 | $260K |
| Financial Futures Ltd Liability Co. | 0.10% | No change | 368 | $259K |
| Enclave Advisors LLC | 0.03% | No change | 366 | $257K |
| Pursue Wealth Partners LLC | 0.14% | No change | 365 | $257K |
| Magnolia Capital Advisors LLC | 0.04% | No change | 365 | $257K |
| WealthShield Partners, LLC | 0.04% | Reduce -7.1% | 364 | $257K |
| Copper Harbor Investment Advisors, LLC | 0.05% | — | 364 | $256K |
| First Foundation Advisors | 0.01% | No change | 363 | $255K |
| Tradition Wealth Management, LLC | 0.02% | No change | 361 | $254K |
| Sandy Cove Advisors, LLC | 0.06% | New | 361 | $254K |
| Ruggiero Investments, Inc. | 0.22% | Reduce -8.4% | 360 | $253K |
| Lumbard & Kellner, LLC | 0.08% | No change | 360 | $253K |
| Forbes J M & Co. LLP | 0.02% | No change | 358 | $252K |
| Magnus Financial Group LLC | 0.02% | Reduce -0.6% | 357 | $251K |
| Nordwand Advisors, LLC | 0.04% | No change | 357 | $251K |
| Indivisible Partners | 0.01% | New | 357 | $251K |
| Tucker Asset Management LLC | 0.06% | New | 356 | $250K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 355 | $250K |
| First County Bank | 0.12% | New | 355 | $250K |
| Thompson Davis & Co., Inc. | 0.15% | Reduce -7.8% | 354 | $249K |
| Proficio Capital Partners LLC | 0.01% | No change | 353 | $249K |
| Cynosure Group, LLC | 0.04% | No change | 353 | $248K |
| Cadinha & Co. LLC | 0.04% | No change | 353 | $248K |
| American Capital Management Inc. | 0.01% | No change | 353 | $248K |
| Clark Capital Management Group, Inc. | 0.00% | New | 353 | $248K |
| Kapstone Financial Advisors LLC | 0.10% | No change | 352 | $248K |
| Oarsman Capital, Inc. | 0.03% | Add +3.5% | 352 | $248K |
| CNB Bank | 0.10% | No change | 351 | $247K |
| Dimension Capital Management LLC | 0.03% | No change | 351 | $247K |
| Blackhill Capital Inc. | 0.01% | No change | 351 | $247K |
| Silverlake Wealth Management LLC | 0.05% | No change | 350 | $246K |
| Purkiss Capital Advisors LLC | 0.09% | No change | 350 | $246K |
| Breakwater Investment Management | 0.08% | No change | 349 | $245K |
| Great Waters Wealth Management | 0.02% | No change | 348 | $245K |
| First Interstate Bank | 0.01% | No change | 346 | $243K |
| Syon Capital LLC | 0.01% | New | 345 | $243K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -1.7% | 344 | $242K |
| Armstrong, Fleming & Moore, Inc | 0.08% | New | 343 | $241K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | No change | 342 | $241K |
| Advisor OS, LLC | 0.02% | New | 342 | $240K |
| Guild Investment Management, Inc. | 0.16% | No change | 340 | $239K |
| Silicon Valley Capital Partners | 0.02% | Add +0.3% | 338 | $237K |
| Sherry Group, Inc. | 0.23% | New | 340 | $237K |
| Windsor Capital Management, LLC | 0.06% | Reduce -0.3% | 335 | $236K |
| Nichols & Pratt Advisers LLP | 0.01% | No change | 335 | $236K |
| Financial Discovery Group Inc. | 0.50% | New | 334 | $235K |
| Financial & Tax Architects, LLC | 0.05% | Reduce -95.7% | 334 | $235K |
| Occidental Asset Management, LLC | 0.02% | No change | 333 | $234K |
| Silver Oak Advisory Group, Inc. | 0.09% | No change | 333 | $234K |
| First Bank & Trust | 0.03% | No change | 332 | $234K |
| Marino, Stram & Associates LLC | 0.04% | Reduce -2.4% | 331 | $232K |
| Madison Wealth Partners, Inc | 0.03% | New | 330 | $232K |
| RiverFront Investment Group, LLC | 0.00% | New | 330 | $232K |
| Keebeck Wealth Management | 0.02% | No change | 329 | $232K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -4.4% | 329 | $232K |
| Garrett Wealth Advisory Group, LLC | 0.04% | No change | 328 | $231K |
| Eagle Bluffs Wealth Management LLC | 0.08% | No change | 327 | $231K |
| D L Carlson Investment Group Inc. | 0.04% | Add +0.3% | 328 | $230K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 325 | $229K |
| Integrated Wealth Management | 0.24% | Reduce -3.6% | 325 | $229K |
| MRA Advisory Group | 0.08% | No change | 325 | $229K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -1.5% | 325 | $229K |
| Bank Pictet & Cie (Europe) AG | 0.00% | No change | 325 | $229K |
| Wingate Wealth Advisors, Inc. | 0.10% | No change | 325 | $229K |
| WNY Asset Management, LLC | 0.02% | New | 324 | $228K |
| JB Capital LLC | 0.01% | Reduce -5.5% | 324 | $228K |
| Family Office Research LLC | 0.08% | New | 322 | $226K |
| Kelsey Financial, LLC | 0.17% | New | 321 | $226K |
| Mason & Associates Inc | 0.04% | New | 319 | $224K |
| Cora Capital Advisors LLC | 0.06% | New | 318 | $224K |
| Vantus Wealth LLC | 0.12% | — | 317 | $223K |
| YHB Investment Advisors, Inc. | 0.01% | Reduce -3.1% | 315 | $222K |
| Columbia Bank | 0.05% | New | 314 | $221K |
| Mystic Asset Management, Inc. | 0.05% | New | 314 | $221K |
| Flagship Private Wealth, LLC | 0.08% | Reduce -10.3% | 313 | $220K |
| Fulton Bank, N.A. | 0.01% | New | 313 | $220K |
| BostonPremier Wealth LLC | 0.09% | New | 313 | $220K |
| Level Wealth Management LLC | 0.09% | New | 311 | $220K |
| Strategent Financial, LLC | 0.13% | Reduce -6.6% | 312 | $219K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 312 | $219K |
| BCGM Wealth Management, LLC | 0.05% | New | 312 | $219K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.12% | No change | 310 | $219K |
| RAM Investment Partners, LLC | 0.03% | New | 310 | $218K |
| Vision Capital Management, Inc. | 0.02% | New | 310 | $218K |
| Winebrenner Capital Management LLC | 0.13% | New | 310 | $218K |
| BlueChip Wealth Advisors LLC | 0.08% | Reduce -30.3% | 308 | $217K |
| Horizon Wealth Management, LLC | 0.03% | New | 308 | $217K |
| Great Lakes Advisors, LLC | 0.00% | New | 308 | $217K |
| Darwin Wealth Management, LLC | 0.06% | No change | 305 | $215K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -24.7% | 305 | $214K |
| Cornerstone Advisory, LLC | 0.02% | New | 304 | $214K |
| Bluesphere Advisors LLC | 0.07% | New | 303 | $213K |
| BOS Asset Management, LLC | 0.05% | New | 303 | $213K |
| Baldwin Wealth Partners LLC | 0.01% | New | 302 | $212K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 301 | $212K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +7.1% | 301 | $212K |
| Cooke Wealth Management, LLC | 0.17% | New | 301 | $212K |
| Atlanta Consulting Group Advisors, LLC | 0.03% | New | 300 | $212K |
| One Capital Management, LLC | 0.01% | No change | 342 | $211K |
| Beacon Hill Wealth Management LTD. | 0.15% | — | 300 | $211K |
| Pingora Partners LLC | 0.12% | No change | 300 | $211K |
| Mountain Hill Investment Partners Corp. | 0.12% | No change | 300 | $211K |
| Kearns & Associates LLC | 0.10% | New | 300 | $211K |
| Corundum Group, Inc. | 0.06% | New | 300 | $211K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | New | 300 | $211K |
| LJI Wealth Management, LLC | 0.03% | New | 300 | $211K |
| JT Stratford LLC | 0.02% | New | 300 | $211K |
| Boston Common Asset Management, LLC | 0.01% | New | 300 | $211K |
| Systematic Alpha Investments, LLC | 0.01% | New | 300 | $211K |
| Greenup Street Wealth Management LLC | 0.03% | New | 299 | $210K |
| South Plains Financial, Inc. | 0.11% | No change | 298 | $210K |
| Everpar Advisors LLC | 0.06% | New | 297 | $209K |
| Financial Advisory Corp | 0.03% | New | 297 | $209K |
| Vista Capital Partners, Inc. | 0.02% | New | 296 | $208K |
| Key Financial Inc | 0.03% | No change | 296 | $208K |
| Tactive Advisors, LLC | 0.05% | New | 294 | $207K |
| Acropolis Investment Management, LLC | 0.01% | Add +18.1% | 294 | $207K |
| NerdWallet Wealth Partners, LLC | 0.07% | New | 293 | $206K |
| Laurel Wealth Advisors LLC | 0.02% | New | 293 | $206K |
| Noble Wealth Management PBC | 0.09% | No change | 292 | $205K |
| Alexander Labrunerie & Co., Inc. | 0.07% | New | 292 | $205K |
| McElhenny Sheffield Capital Management, LLC | 0.05% | Reduce -34.4% | 292 | $205K |
| Trust Co of the South | 0.03% | New | 292 | $205K |
| Integrity Wealth Solutions LLC | 0.08% | New | 291 | $205K |
| Cascade Investment Group, Inc. | 0.11% | New | 291 | $205K |
| Rossmore Private Capital | 0.02% | New | 290 | $204K |
| Denver Wealth Management, Inc. | 0.06% | New | 290 | $204K |
| Aldebaran Financial Inc. | 0.17% | New | 290 | $204K |
| Cowa, LLC | 0.06% | New | 290 | $204K |
| James J. Burns & Company, LLC | 0.02% | New | 290 | $204K |
| Hoese & Co LLP | 0.13% | No change | 290 | $204K |
| Shakespeare Wealth Management, LLC | 0.05% | New | 289 | $203K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 288 | $203K |
| IHT Wealth Management, LLC | 0.00% | Reduce -34.4% | 288 | $203K |
| Mma Asset Management LLC | 0.06% | New | 287 | $202K |
| Smith Partners Wealth Management, LLC | 0.16% | New | 287 | $202K |
| Fox Hill Wealth Management | 0.08% | New | 286 | $201K |
| Chesapeake Wealth Management | 0.06% | New | 285 | $200K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Reduce -15.1% | 282 | $198K |
| Bayban | 0.15% | No change | 273 | $192K |
| Providence Capital Advisors, LLC | 0.03% | New | 270 | $190K |
| Jackson, Grant Investment Advisers, Inc. | 0.06% | Reduce -1.9% | 254 | $179K |
| Evermay Wealth Management LLC | 0.02% | No change | 250 | $176K |
| Longview Financial Advisors LLC | 0.08% | No change | 244 | $172K |
| City Holding Co. | 0.02% | No change | 240 | $169K |
| Align Financial, LLC | 0.08% | No change | 238 | $167K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.8% | 227 | $160K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +6.1% | 226 | $159K |
| Atwood & Palmer Inc. | 0.01% | Reduce -40.2% | 223 | $156K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +51.0% | 219 | $153K |
| Atlas Capital Advisors Inc. | 0.02% | No change | 217 | $153K |
| Three Bearings Fiduciary Advisors, Inc. | 0.13% | No change | 199 | $140K |
| Mascoma Wealth Management LLC | 0.03% | No change | 198 | $139K |
| Holos Integrated Wealth LLC | 0.06% | No change | 200 | $138K |
| Fairman Group, LLC | 0.11% | No change | 190 | $134K |
| Vermillion Wealth Management, Inc. | 0.03% | No change | 190 | $134K |
| Lanark Financial, Inc. | 0.01% | No change | 185 | $130K |
| Godsey & Gibb, Inc. | 0.01% | No change | 180 | $127K |
| Ameriflex Group, Inc. | 0.05% | Add +2.9% | 176 | $124K |
| Community Financial Services Group, LLC | 0.02% | No change | 175 | $122K |
| Costello Asset Management, INC | 0.04% | No change | 172 | $121K |
| Bernard Wealth Management Corp. | 0.04% | Reduce -1.2% | 169 | $119K |
| Citizens National Bank Trust Department | 0.02% | No change | 168 | $118K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 164 | $115K |
| Vanguard Advisers Inc. | 0.00% | Add +2.0% | 156 | $110K |
| TOWER TRUST & INVESTMENT Co | 0.06% | No change | 151 | $106K |
| Thomas J. Herzfeld Advisors, Inc. | 0.03% | No change | 150 | $106K |
| Strategic Investment Advisors / MI | 0.01% | New | 150 | $105K |
| Marshall & Sterling Wealth Advisors Inc. | 0.06% | No change | 148 | $104K |
| Richardson Capital Management LLC | 0.04% | No change | 142 | $100K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 138 | $97K |
| Meramec Financial Planners, LLC | 0.04% | No change | 140 | $97K |
| Pinney & Scofield, Inc. | 0.05% | No change | 134 | $94K |
| MilWealth Group LLC | 0.02% | No change | 133 | $94K |
| Sankala Group LLC | 0.06% | No change | 132 | $93K |
| American National Bank & Trust | 0.01% | Reduce -20.4% | 129 | $91K |
| Valor Advisors LLC | 0.07% | No change | 126 | $89K |
| Morgan Dempsey Capital Management LLC | 0.04% | No change | 125 | $88K |
| Hilltop National Bank | 0.02% | No change | 125 | $88K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 125 | $88K |
| Truvestments Capital LLC | 0.01% | New | 124 | $87K |
| Investment Research & Advisory Group, Inc. | 0.03% | No change | 122 | $86K |
| Rothschild Investment LLC | 0.00% | No change | 121 | $85K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -0.8% | 120 | $85K |
| First Bancorp, Inc | 0.03% | New | 121 | $85K |
| S&T Bank | 0.03% | No change | 120 | $84K |
| Archer Investment Corp | 0.02% | No change | 119 | $84K |
| Harbor Asset Planning, Inc. | 0.06% | No change | 117 | $82K |
| Thompson Investment Management, Inc. | 0.01% | No change | 117 | $82K |
| Continuum Advisory, LLC | 0.01% | New | 116 | $82K |
| Canton Hathaway, LLC | 0.02% | No change | 115 | $81K |
| SJS Investment Consulting Inc. | 0.01% | No change | 113 | $79K |
| Centennial Bank | 0.02% | No change | 110 | $77K |
| Buck Wealth Strategies, LLC | 0.01% | New | 108 | $76K |
| Fairway Wealth LLC | 0.02% | No change | 106 | $75K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -10.3% | 105 | $74K |
| Natixis | 0.00% | No change | 101 | $71K |
| Parvin Asset Management, LLC | 0.06% | No change | 100 | $70K |
| Security National Bank of Sioux City Iowa | 0.03% | New | 100 | $70K |
| Anchor Investment Management, LLC | 0.01% | No change | 100 | $70K |
| Hantz Financial Services, Inc. | 0.00% | No change | 100 | $70K |
| 1 North Wealth Services LLC | 0.02% | No change | 98 | $69K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -54.5% | 97 | $68K |
| Newton One Investments LLC | 0.02% | Reduce -5.9% | 96 | $68K |
| First Community Trust NA | 0.03% | No change | 90 | $63K |
| Main Street Group, LTD | 0.02% | No change | 90 | $63K |
| Smallwood Wealth Investment Management, LLC | 0.03% | No change | 90 | $63K |
| Islay Capital Management, LLC | 0.03% | No change | 88 | $62K |
| Smartleaf Asset Management LLC | 0.00% | No change | 88 | $61K |
| LRI Investments, LLC | 0.00% | No change | 87 | $61K |
| Albion Financial Group | 0.00% | No change | 85 | $60K |
| Perkins Coie Trust Co | 0.01% | No change | 85 | $60K |
| Burk Holdings LLC | 0.02% | Reduce -29.4% | 84 | $59K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -62.0% | 81 | $57K |
| Highland Investment Advisors LLC | 0.02% | — | 81 | $57K |
| Tripletail Wealth Management, LLC | 0.07% | No change | 82 | $57K |
| Southern Michigan Bank & Trust | 0.02% | No change | 80 | $56K |
| Atlatl Advisers LLC | 0.01% | New | 80 | $56K |
| Monetary Management Group Inc. | 0.01% | No change | 80 | $56K |
| Winch Advisory Services, LLC | 0.01% | Add +1.3% | 80 | $56K |
| Bollard Group LLC | 0.00% | No change | 80 | $56K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 79 | $56K |
| RMG Wealth Management LLC | 0.01% | No change | 78 | $56K |
| Synergy Investment Management, LLC | 0.01% | No change | 77 | $54K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 76 | $54K |
| Dorato Capital Management | 0.04% | No change | 77 | $53K |
| Vestor Capital, LLC | 0.00% | Reduce -91.9% | 2,500 | $50K |
| CoreFirst Bank & Trust | 0.02% | No change | 70 | $49K |
| MPWM Advisory Solutions, LLC | 0.02% | No change | 70 | $49K |
| St Germain D J Co. Inc. | 0.00% | No change | 70 | $49K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 62 | $44K |
| Marshall Investment Management, LLC | 0.02% | No change | 61 | $43K |
| City State Bank | 0.01% | New | 58 | $41K |
| N.E.W. Advisory Services LLC | 0.00% | Add +111.1% | 57 | $40K |
| High Point Wealth Management, LLC | 0.03% | Add +1.8% | 57 | $40K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 56 | $40K |
| Piscataqua Savings Bank | 0.03% | No change | 56 | $39K |
| Rogco, LP | 0.01% | New | 55 | $39K |
| Evolution Advisers, Inc. | 0.01% | No change | 54 | $37K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 51 | $36K |
| Hollencrest Capital Management | 0.00% | No change | 50 | $35K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $35K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $35K |
| Clean Yield Group | 0.01% | No change | 49 | $34K |
| Concord Wealth Partners | 0.00% | New | 47 | $33K |
| PlanVest Financial, Inc | 0.02% | No change | 47 | $33K |
| Alerus Financial NA | 0.00% | No change | 47 | $33K |
| TD Capital Management LLC | 0.00% | Reduce -70.7% | 46 | $32K |
| Security National Bank | 0.00% | Reduce -6.3% | 45 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 50 | $31K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 44 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 42 | $30K |
| Group One Trading LLC | 0.00% | New | 41 | $29K |
| Monetary Solutions, Ltd | 0.02% | No change | 40 | $28K |
| GFS Advisors, LLC | 0.00% | Reduce -75.9% | 15,201 | $26K |
| SHP Wealth Management | 0.00% | No change | 37 | $26K |
| Versant Capital Management, Inc | 0.00% | No change | 36 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 35 | $25K |
| MTM Investment Management, LLC | 0.01% | New | 33 | $23K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -2.9% | 33 | $23K |
| GGM Financial LLC | 0.01% | Reduce -65.2% | 31 | $21K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 30 | $21K |
| Consultiva Wealth Management, Corp. | 0.04% | No change | 28 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 27 | $19K |
| Bullseye Investment Management, LLC | 0.01% | No change | 25 | $18K |
| Signature Equity Partners, LLC | 0.01% | No change | 25 | $18K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $18K |
| Chilton Capital Management LLC | 0.00% | Reduce -30.6% | 25 | $18K |
| Activest Wealth Management | 0.00% | No change | 24 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 23 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 23 | $16K |
| Olistico Wealth, LLC | 0.01% | No change | 20 | $14K |
| CKW Financial Group | 0.00% | No change | 20 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 18 | $13K |
| Gill Capital Partners, LLC | 0.00% | No change | 18 | $13K |
| Burkett Financial Services, LLC | 0.00% | Reduce -32.0% | 17 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 17 | $12K |
| NFSG Corp | 0.00% | No change | 17 | $12K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 16 | $11K |
| Kentucky Trust Co | 0.01% | No change | 16 | $11K |
| Nova Wealth Management, Inc. | 0.01% | No change | 15 | $11K |
| Chapman Financial Group, LLC | 0.01% | No change | 14 | $10K |
| Downshift Financial, LLC | 0.00% | New | 14 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 12 | $8K |
| Roble, Belko & Company, Inc | 0.00% | No change | 11 | $8K |
| Oakworth Capital, Inc. | 0.00% | No change | 11 | $8K |
| Solstein Capital, LLC | 0.00% | No change | 10 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 10 | $7K |
| Timmons Wealth Management, LLC | 0.00% | No change | 9 | $6K |
| Fairscale Capital, LLC | 0.00% | No change | 8 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 7 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 6 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 5 | $4K |
| LM Advisors LLC | 0.01% | Add +60.9% | 3,872 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 2 | $1K |
| Byrne Asset Management LLC | 0.00% | New | 2 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 2 | $1K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 1 | $703 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.1% | 1 | $703 |
| Banque Cantonale Vaudoise | 0.00% | Add +77.0% | 131 | $92 |
"% 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.