First Trust Rising DividendRDVYETF
13F holders, Q1 2024 (March 31)531holders
4famous investors
$56.14avg. 13F price*
At the end of Q1 2024, 531 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings. The largest holders were LPL Financial LLC ($1.0B), Morgan Stanley ($791.3M) and Wells Fargo & Company ($480.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $48.9M |
| Exits | 31 | $40.7M |
Ownership 531 holders
| LPL Financial LLC | 0.56% | Add +11.1% | 18,685,624 | $1.0B |
| Morgan Stanley | 0.06% | Add +8.0% | 14,088,374 | $791.3M |
| Wells Fargo & Company | 0.13% | Add +7.5% | 8,550,750 | $480.3M |
| Raymond James Financial Services Advisors, Inc. | 0.48% | Reduce -0.3% | 5,788,639 | $325.1M |
| Bank of America Corp. | 0.03% | Add +14.3% | 4,642,866 | $260.8M |
| Commonwealth Equity Services, LLC | 0.41% | Add +10.9% | 4,424,371 | $248.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 4,047,759 | $228.0M |
| UBS Group AG | 0.07% | Add +16.6% | 3,859,788 | $216.8M |
| Osaic Holdings, Inc. | 0.40% | Reduce -12.9% | 3,155,068 | $176.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +4.5% | 3,050,442 | $171.3M |
| Raymond James & Associates | 0.10% | Add +1.8% | 2,753,855 | $154.7M |
| Royal Bank of Canada | 0.04% | Add +6.5% | 2,689,443 | $151.1M |
| Kestra Advisory Services, LLC | 0.96% | Add +17.4% | 2,542,131 | $142.8M |
| Cetera Investment Advisers | 0.30% | Add +178.5% | 2,264,096 | $127.2M |
| Cambridge Investment Research Advisors, Inc. | 0.41% | Add +10.2% | 1,876,091 | $105.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +10.9% | 1,791,866 | $100.6M |
| Stifel Financial Corp. | 0.10% | Add +30.3% | 1,567,589 | $88.1M |
| Private Advisor Group, LLC | 0.63% | Add +9.9% | 1,551,985 | $87.2M |
| Csenge Advisory Group | 3.22% | Add +4.0% | 1,021,905 | $57.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +8.5% | 977,715 | $54.9M |
| Fifth Third Securities, Inc. | 5.20% | Reduce -5.1% | 953,549 | $53.6M |
| Equitable Holdings, Inc. | 0.59% | Add +6.7% | 929,396 | $52.2M |
| MML Investors Services, LLC | 0.21% | Add +7.2% | 919,902 | $51.7M |
| Integrated Wealth Concepts LLC | 0.73% | Add +14.9% | 894,351 | $50.2M |
| Prospera Financial Services Inc | 1.38% | Add +5.4% | 826,205 | $46.4M |
| HighTower Advisors, LLC | 0.07% | Add +6.1% | 821,346 | $46.1M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 815,684 | $45.8M |
| Baird Financial Group, Inc. | 0.08% | Reduce -0.4% | 689,816 | $38.7M |
| Kestra Private Wealth Services, LLC | 0.86% | Add +22.5% | 681,304 | $38.3M |
| Truist Financial Corp. | 0.06% | Reduce -0.6% | 667,448 | $37.5M |
| NewEdge Advisors, LLC | 0.33% | Reduce -7.8% | 664,096 | $37.3M |
| D.A. Davidson & Co. | 0.33% | Add +12.0% | 647,379 | $36.4M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +26.4% | 625,083 | $35.1M |
| RVW Wealth, LLC | 3.58% | Add +0.8% | 619,989 | $34.8M |
| Steward Partners Investment Advisory, LLC | 0.37% | Add +1.2% | 604,170 | $33.9M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -1.6% | 596,817 | $33.5M |
| Harbour Investments, Inc. | 1.09% | Add +4.8% | 550,169 | $30.9M |
| Koshinski Asset Management, Inc. | 2.88% | Add +1707.8% | 500,465 | $28.1M |
| Horizon Advisory Services, Inc. | 12.60% | — | 481,560 | $27.0M |
| Avantax Advisory Services, Inc. | 0.24% | Add +93.0% | 476,820 | $26.8M |
| Ascension Capital Advisors, Inc. | 14.80% | Add +2.7% | 473,665 | $26.6M |
| Financial Partners Group, Inc | 4.10% | Add +11.5% | 457,577 | $25.7M |
| Affinity Wealth Management LLC | 4.55% | Add +1.2% | 437,256 | $24.6M |
| Aptus Capital Advisors, LLC | 0.50% | Add +10.0% | 418,583 | $23.5M |
| Guardian Wealth Advisors, LLC / NC | 2.86% | Add +10.8% | 416,338 | $23.4M |
| Sweet Financial Partners, LLC | 5.17% | Reduce -1.4% | 398,538 | $22.4M |
| Solano Wealth Management, Inc. | 12.25% | Add +18.3% | 388,752 | $21.8M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +6.3% | 384,452 | $21.6M |
| Cwm, LLC | 0.10% | Add +56.8% | 384,051 | $21.6M |
| ABLE Financial Group, LLC | 8.21% | Reduce -1.0% | 372,066 | $20.9M |
| Western Wealth Management, LLC | 1.57% | Reduce -3.5% | 359,264 | $20.2M |
| Blair William & Co. | 0.06% | Add +9.3% | 351,981 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.35% | Add +9.5% | 344,306 | $19.3M |
| Crumly & Associates Inc. | 5.03% | Add +133.1% | 340,432 | $19.1M |
| Independent Financial Group, LLC | 0.85% | Add +64.7% | 330,690 | $18.6M |
| Mariner, LLC | 0.04% | Reduce -4.4% | 329,412 | $18.5M |
| Beacon Financial Group | 2.05% | Add +26.9% | 317,742 | $17.8M |
| US Bancorp \de | 0.02% | Add +2.5% | 313,035 | $17.6M |
| Perennial Investment Advisors, LLC | 2.61% | Add +80.6% | 304,727 | $17.1M |
| Good Life Advisors, LLC | 1.52% | Reduce -8.4% | 304,217 | $17.1M |
| Jaffetilchin Investment Partners, LLC | 1.51% | Add +9.5% | 300,570 | $16.9M |
| Citigroup Inc. | 0.02% | Add +3.1% | 298,487 | $16.8M |
| Park National Corp. | 0.63% | Reduce -0.4% | 292,999 | $16.5M |
| First Heartland Consultants, Inc. | 1.52% | Add +9.6% | 261,381 | $14.7M |
| Financial Advocates Investment Management | 0.83% | Reduce -5.1% | 254,203 | $14.3M |
| Ergawealth Advisors, Inc. | 7.76% | Add +15.0% | 251,949 | $14.2M |
| Arax Advisory Partners | 1.49% | Add +1.4% | 250,665 | $14.1M |
| Hobart Private Capital, LLC | 4.22% | Add +18.4% | 246,241 | $13.8M |
| Pine Valley Investments Ltd Liability Co | 1.00% | Add +25.8% | 228,181 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +14.1% | 218,413 | $12.3M |
| Foundations Investment Advisors, LLC | 0.32% | Add +14.7% | 217,000 | $12.2M |
| Traction Financial Partners, LLC | 9.32% | Reduce -2.1% | 216,107 | $11.9M |
| IHT Wealth Management, LLC | 0.47% | Reduce -20.9% | 208,676 | $11.7M |
| Gladstone Institutional Advisory LLC | 0.63% | Reduce -3.7% | 205,058 | $11.5M |
| Concurrent Investment Advisors, LLC | 0.46% | Add +18.5% | 203,205 | $11.4M |
| Valmark Advisers, Inc. | 0.20% | Reduce -21.2% | 200,144 | $11.2M |
| Aspire Capital Advisors LLC | 3.70% | Add +39.9% | 195,683 | $11.0M |
| Howard Financial Services, LTD. | 1.88% | Add +5.7% | 193,969 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.0% | 192,231 | $10.8M |
| Silver Oak Securities, Incorporated | 1.65% | Add +4.0% | 191,724 | $10.8M |
| First Horizon Advisors, Inc. | 0.33% | Reduce -7.7% | 189,543 | $10.6M |
| US Financial Advisors, LLC | 3.68% | Add +2.9% | 189,247 | $10.6M |
| PFG Advisors | 0.76% | Reduce -2.3% | 185,857 | $10.4M |
| Advisory Alpha, LLC | 0.42% | Reduce -10.5% | 182,539 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.6% | 181,992 | $10.2M |
| Plotkin Financial Advisors, LLC | 6.74% | Add +9.2% | 181,081 | $10.2M |
| Pinnacle Associates Ltd. | 0.16% | Add +2.4% | 179,643 | $10.1M |
| Sigma Planning Corp | 0.31% | Add +97.8% | 175,817 | $9.9M |
| GeoWealth Management, LLC | 0.38% | Reduce -43.5% | 175,127 | $9.8M |
| Sanchez Wealth Management Group | 3.33% | Reduce -2.8% | 174,823 | $9.8M |
| Key Client Fiduciary Advisors, LLC | 5.15% | Reduce -0.8% | 172,753 | $9.7M |
| Invst, LLC | 1.15% | Add +6.1% | 173,662 | $9.7M |
| TBH Global Asset Management, LLC | 1.93% | Reduce -8.5% | 172,252 | $9.7M |
| Wagner Wealth Management, LLC | 2.95% | Add +57.1% | 172,149 | $9.7M |
| Asset Allocation Strategies LLC | 3.14% | Add +0.0% | 158,058 | $8.9M |
| Cedrus LLC | 4.80% | Add +7.2% | 156,528 | $8.8M |
| Ameritas Advisory Services, LLC | 0.35% | Add +19.9% | 153,953 | $8.6M |
| AJ Advisors, LLC | 4.72% | Add +5.1% | 152,372 | $8.6M |
| Weitzel Financial Services, Inc. | 4.20% | Add +2.9% | 148,562 | $8.3M |
| Per Stirling Capital Management, LLC. | 1.37% | Add +4.0% | 146,543 | $8.2M |
| Regatta Capital Group, LLC | 1.85% | Reduce -30.6% | 146,105 | $8.2M |
| StoneX Group Inc. | 0.71% | Reduce -5.4% | 140,742 | $7.9M |
| POM Investment Strategies, LLC | 6.38% | Add +7.1% | 138,733 | $7.8M |
| ICA Group Wealth Management, LLC | 1.54% | Reduce -5.7% | 136,597 | $7.7M |
| U.S. Capital Wealth Advisors, LLC | 0.30% | Reduce -24.8% | 135,861 | $7.6M |
| GSG Advisors LLC | 2.77% | Add +4.8% | 135,991 | $7.6M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +76.0% | 134,016 | $7.5M |
| Beck Bode, LLC | 1.50% | Reduce -13.9% | 131,019 | $7.4M |
| tru Independence LLC | 2.16% | Add +19.6% | 130,761 | $7.3M |
| Bellevue Asset Management, LLC | 4.10% | Add +4.3% | 128,546 | $7.2M |
| Naviter Wealth, LLC | 1.15% | Reduce -18.6% | 125,210 | $7.0M |
| International Assets Investment Management, LLC | 0.70% | Reduce -6.6% | 119,566 | $6.7M |
| Cottonwood Capital Advisors, LLC | 5.27% | Reduce -3.8% | 124,007 | $6.7M |
| RFG Advisory, LLC | 0.22% | Add +20.4% | 116,643 | $6.6M |
| Barnes Pettey Financial Advisors, LLC | 5.64% | Add +5.0% | 116,159 | $6.5M |
| Denver Wealth Management, Inc. | 3.31% | Reduce -1.4% | 115,462 | $6.5M |
| PFG Investments, LLC | 0.39% | New | 114,817 | $6.4M |
| United Advisor Group, LLC | 2.35% | New | 111,282 | $6.3M |
| Consolidated Portfolio Review Corp | 1.61% | Reduce -4.1% | 109,427 | $6.1M |
| Comerica Bank | 0.03% | Add +1.4% | 109,156 | $6.1M |
| Advance Capital Management, Inc. | 0.42% | Reduce -95.2% | 108,164 | $6.1M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -3.0% | 107,542 | $6.0M |
| Walkner Condon Financial Advisors LLC | 1.26% | Reduce -29.0% | 105,973 | $6.0M |
| Shelton Wealth Management, LLC | 3.54% | Reduce -6.8% | 100,352 | $5.6M |
| OneDigital Investment Advisors LLC | 0.09% | Add +7.8% | 99,698 | $5.6M |
| Beacon Financial Advisory LLC | 2.71% | Add +39.8% | 99,299 | $5.6M |
| Atria Investments, Inc | 0.08% | Add +28.0% | 97,657 | $5.5M |
| Sovereign Financial Group, Inc. | 1.46% | Add +6.4% | 97,630 | $5.5M |
| Mainsail Financial Group, LLC | 3.75% | Add +3.5% | 96,962 | $5.4M |
| Genesee Capital Advisors, LLC | 2.98% | Reduce -0.2% | 96,809 | $5.4M |
| Geneos Wealth Management Inc. | 0.25% | Add +8.8% | 96,403 | $5.4M |
| Triumph Capital Management | 2.19% | Add +4.0% | 96,409 | $5.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -0.3% | 95,090 | $5.3M |
| Redhawk Wealth Advisors, Inc. | 0.87% | Add +23.6% | 94,983 | $5.3M |
| Global Retirement Partners, LLC | 0.20% | Add +4.2% | 93,503 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -72.2% | 93,396 | $5.2M |
| HFG Advisors, Inc. | 4.59% | Add +6.0% | 92,199 | $5.2M |
| Thoroughbred Financial Services, LLC | 0.49% | Reduce -20.4% | 91,428 | $5.1M |
| Principal Securities, Inc. | 0.15% | Reduce -0.5% | 88,423 | $5.0M |
| IFP Advisors, Inc | 0.22% | Add +108.7% | 87,629 | $4.9M |
| ORBA Wealth Advisors, L.L.C. | 2.71% | Reduce -1.3% | 87,181 | $4.9M |
| AE Wealth Management LLC | 0.06% | Reduce -71.6% | 86,640 | $4.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Add +3.3% | 86,286 | $4.8M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +9.8% | 83,096 | $4.7M |
| Kovack Advisors, Inc. | 0.56% | Add +59.9% | 82,701 | $4.6M |
| Daymark Wealth Partners, LLC | 0.24% | Add +9.4% | 79,812 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -59.7% | 77,470 | $4.4M |
| Presidio Capital Management, LLC | 3.13% | New | 76,386 | $4.3M |
| Wedbush Securities Inc. | 0.16% | Add +86.7% | 75,729 | $4.3M |
| BlueChip Wealth Advisors LLC | 2.74% | Add +4.2% | 75,622 | $4.2M |
| Global Assets Advisory, LLC | 2.54% | Reduce -3.0% | 75,515 | $4.2M |
| Lanark Financial, Inc. | 0.40% | Reduce -4.3% | 75,030 | $4.2M |
| Dynasty Wealth Management, LLC | 0.13% | — | 73,856 | $4.1M |
| Cozad Asset Management Inc. | 0.43% | Add +5.0% | 73,661 | $4.1M |
| Kingsview Wealth Management, LLC | 0.10% | Add +0.6% | 71,715 | $4.0M |
| Arkadios Wealth Advisors | 0.31% | Reduce -3.0% | 71,084 | $4.0M |
| Allworth Financial LP | 0.03% | Add +1.4% | 70,885 | $4.0M |
| TruWealth Advisors, LLC | 0.28% | Add +1.4% | 70,417 | $4.0M |
| Gateway Wealth Partners, LLC | 1.41% | Reduce -2.1% | 70,118 | $3.9M |
| Elevated Capital Advisors, LLC | 1.12% | Add +3.6% | 69,590 | $3.9M |
| Next Level Private LLC | 1.79% | Add +15.6% | 69,429 | $3.9M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | Add +16.2% | 68,750 | $3.9M |
| Peak Planning Group, LLC | 2.40% | Add +4.5% | 68,120 | $3.8M |
| Level Four Advisory Services, LLC | 0.21% | No change | 73,614 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +12.0% | 67,669 | $3.8M |
| Integrity Financial Corp | 2.60% | New | 67,553 | $3.8M |
| Wolf Group Capital Advisors | 1.78% | No change | 79,659 | $3.8M |
| City Holding Co. | 0.56% | Add +20.7% | 66,385 | $3.7M |
| IFG Advisory, LLC | 0.27% | Add +55.4% | 65,461 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +22.7% | 65,159 | $3.7M |
| Coppell Advisory Solutions Corp. | 0.67% | — | 63,543 | $3.6M |
| Axxcess Wealth Management, LLC | 0.10% | Reduce -1.9% | 63,322 | $3.6M |
| Snowden Capital Advisors LLC | 0.11% | Reduce -38.6% | 61,514 | $3.5M |
| Mattern Wealth Management LLC | 0.84% | Add +0.0% | 61,401 | $3.4M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +165.5% | 61,182 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -3.4% | 61,174 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -3.4% | 61,174 | $3.4M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.1% | 60,923 | $3.4M |
| WealthCare Investment Partners, LLC | 1.64% | Add +0.2% | 60,335 | $3.4M |
| SMART Wealth LLC | 1.53% | New | 60,270 | $3.4M |
| NewEdge Wealth, LLC | 0.08% | Reduce -0.6% | 62,734 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.4% | 58,824 | $3.3M |
| Lineweaver Wealth Advisors, LLC | 0.78% | Reduce -2.6% | 58,461 | $3.3M |
| L.M. Kohn & Company | 0.92% | Add +49.5% | 58,346 | $3.3M |
| Citadel Advisors | 0.00% | Add +158.4% | 57,547 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +6.6% | 57,391 | $3.2M |
| Aveo Capital Partners, LLC | 0.35% | New | 59,158 | $3.2M |
| Northwest Financial Advisors | 3.49% | Add +41.4% | 56,639 | $3.2M |
| Main Street Financial Solutions, LLC | 0.34% | Add +1.5% | 56,629 | $3.2M |
| Lincoln National Corp. | 0.05% | Reduce -2.6% | 56,551 | $3.2M |
| Capital Asset Advisory Services LLC | 0.18% | Reduce -3.3% | 57,085 | $3.2M |
| Strategic Blueprint, LLC | 0.22% | Add +2.9% | 55,658 | $3.1M |
| GPS Wealth Strategies Group, LLC | 0.50% | Add +34.4% | 55,493 | $3.1M |
| Davis Investment Partners, LLC | 1.35% | Reduce -5.0% | 56,500 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.23% | Add +62.9% | 54,282 | $3.0M |
| Raymond James Trust N.A. | 0.07% | Add +2.4% | 53,539 | $3.0M |
| San Luis Wealth Advisors LLC | 1.56% | Reduce -33.2% | 52,837 | $3.0M |
| Alliance Wealth Advisors, LLC | 1.87% | Add +6.7% | 52,600 | $3.0M |
| Purus Wealth Management, LLC | 1.46% | Reduce -1.8% | 52,505 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.35% | Add +87.3% | 52,024 | $2.9M |
| Eudaimonia Partners, LLC | 0.68% | Add +211.4% | 50,790 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce 0.0% | 50,000 | $2.8M |
| Harvest Investment Services, LLC | 1.11% | Reduce -1.1% | 49,195 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.23% | Reduce -0.8% | 48,894 | $2.7M |
| Focus Financial Network, Inc. | 0.13% | — | 51,501 | $2.7M |
| Castle Rock Wealth Management, LLC | 0.74% | Add +4.6% | 51,193 | $2.7M |
| Stephens Inc. | 0.04% | Reduce -3.1% | 48,024 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.28% | Add +0.3% | 47,144 | $2.6M |
| Willner & Heller, LLC | 2.62% | Add +23.9% | 46,905 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.46% | Add +0.5% | 46,318 | $2.6M |
| Claro Advisors Inc. | 0.45% | Add +1.2% | 46,095 | $2.6M |
| InterOcean Capital Group, LLC | 0.06% | Reduce -41.7% | 45,484 | $2.6M |
| Eldridge Investment Advisors, Inc. | 0.65% | Reduce -78.7% | 45,330 | $2.5M |
| Mutual Advisors, LLC | 0.08% | Reduce -15.5% | 43,994 | $2.5M |
| World Investment Advisors | 0.35% | New | 43,632 | $2.5M |
| Flagstar Securities, Inc. | 0.67% | Add +17.7% | 42,623 | $2.4M |
| Accel Wealth Management | 1.01% | Add +7.0% | 42,363 | $2.4M |
| CreativeOne Wealth, LLC | 0.09% | New | 41,671 | $2.3M |
| Certified Advisory Corp | 0.32% | Add +8.3% | 41,236 | $2.3M |
| EPG Wealth Management LLC | 0.56% | Add +9.6% | 40,889 | $2.3M |
| Intrua Financial, LLC | 0.35% | Reduce -61.5% | 40,309 | $2.3M |
| WESPAC Advisors SoCal, LLC | 0.59% | Add +4.0% | 40,275 | $2.3M |
| Goldstone Financial Group, LLC | 0.51% | Add +0.6% | 39,766 | $2.2M |
| Renaissance Technologies | 0.00% | Add +47.4% | 39,200 | $2.2M |
| World Equity Group, Inc. | 0.45% | Reduce -40.6% | 38,894 | $2.2M |
| Keystone Financial Group | 0.32% | Add +8.2% | 38,841 | $2.2M |
| Total Clarity Wealth Management, Inc. | 0.76% | Add +105.2% | 38,666 | $2.2M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +5.0% | 38,653 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.0% | 38,431 | $2.2M |
| Steward Partners Investment Solutions, LLC | 0.36% | Add +4.2% | 38,379 | $2.2M |
| SteelPeak Wealth, LLC | 0.11% | Add +0.6% | 38,192 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -6.8% | 37,767 | $2.1M |
| Merit Financial Group, LLC | 0.05% | Add +127.5% | 38,639 | $2.1M |
| Founders Financial Securities LLC | 0.22% | Add +8.0% | 36,891 | $2.1M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +9.2% | 36,887 | $2.1M |
| MTM Investment Management, LLC | 0.85% | Reduce -2.2% | 36,769 | $2.1M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -14.5% | 36,651 | $2.1M |
| &partners | 0.28% | New | 35,811 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -3.8% | 43,522 | $2.0M |
| HBW Advisory Services LLC | 0.37% | No change | 38,062 | $2.0M |
| Wealth Effects LLC | 0.72% | Add +0.9% | 34,815 | $2.0M |
| Concourse Financial Group Securities, Inc. | 0.13% | Reduce -3.4% | 34,741 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.23% | Reduce -3.1% | 34,734 | $2.0M |
| Mgo One Seven LLC | 0.10% | Reduce -1.0% | 34,100 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Reduce -6.0% | 32,499 | $1.8M |
| Tidemark, LLC | 1.02% | Reduce -1.3% | 32,473 | $1.8M |
| Apexium Financial, LP | 0.13% | Reduce -3.7% | 31,247 | $1.8M |
| Brown Advisory Inc. | 0.00% | Add +7.0% | 30,780 | $1.7M |
| Flaharty Asset Management, LLC | 0.26% | Reduce -10.7% | 30,600 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.95% | Reduce -5.4% | 30,497 | $1.7M |
| Hilltop Holdings Inc. | 0.19% | Reduce -25.0% | 30,417 | $1.7M |
| Root Financial Partners, LLC | 0.50% | Add +0.6% | 30,240 | $1.7M |
| Sandy Spring Bank | 0.08% | Add +6.6% | 29,993 | $1.7M |
| Spire Wealth Management | 0.03% | Reduce -63.1% | 29,682 | $1.7M |
| Barrett & Company, Inc. | 0.78% | Add +0.0% | 29,517 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.3% | 29,361 | $1.6M |
| Fsa Wealth Partners, Inc. | 0.41% | Add +77.2% | 29,024 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Add +20.6% | 27,722 | $1.6M |
| Objective Capital Management, LLC | 1.05% | Add +2.5% | 27,646 | $1.6M |
| N.E.W. Advisory Services LLC | 0.17% | Add +71.3% | 27,420 | $1.5M |
| TFB Advisors LLC | 0.55% | Add +1.3% | 28,693 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +6.7% | 26,872 | $1.5M |
| Iams Wealth Management, LLC | 0.92% | Reduce -1.0% | 28,638 | $1.5M |
| Hartline Investment Corp./ | 0.26% | New | 26,205 | $1.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Reduce -11.7% | 26,205 | $1.5M |
| American Financial Advisors, LLC | 0.20% | Add +0.2% | 25,838 | $1.5M |
| CoreCap Advisors, LLC | 0.08% | Add +27.5% | 25,824 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.68% | Add +0.3% | 25,346 | $1.4M |
| Prism Advisors, Inc. | 0.42% | Add +3.3% | 24,931 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.55% | Reduce -2.0% | 25,390 | $1.4M |
| REAP Financial Group, LLC | 0.36% | Reduce -89.6% | 23,544 | $1.3M |
| TD Capital Management LLC | 0.14% | Reduce -5.3% | 23,322 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.55% | Reduce -2.9% | 23,163 | $1.3M |
| TrueWealth Advisors, LLC | 0.50% | Add +8.2% | 23,153 | $1.3M |
| Cedar Brook Financial Partners, LLC | 0.25% | Reduce -6.9% | 22,917 | $1.3M |
| Woodward Diversified Capital, LLC | 0.80% | Add +1.6% | 22,827 | $1.3M |
| Herold Advisors, Inc. | 0.30% | Reduce -12.2% | 22,394 | $1.3M |
| Family Capital Management, Inc. | 0.87% | Reduce -5.3% | 22,350 | $1.3M |
| Spreng Capital Management, Inc. | 0.67% | Reduce -8.2% | 22,222 | $1.2M |
| Lion Street Advisors, LLC | 0.50% | No change | 23,769 | $1.2M |
| Sequent Planning LLC | 0.44% | — | 21,762 | $1.2M |
| Walker Asset Management, LLC | 0.77% | Reduce -1.0% | 20,621 | $1.2M |
| Ellsworth Advisors, LLC | 0.33% | Add +16.2% | 21,070 | $1.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.3% | 20,041 | $1.1M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -17.2% | 19,703 | $1.1M |
| WCG Wealth Advisors LLC | 0.09% | Reduce -1.1% | 19,676 | $1.1M |
| Curtis Advisory Group, LLC | 0.43% | Add +1.0% | 19,583 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +49.7% | 19,398 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.51% | Add +1.2% | 19,337 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.63% | Reduce -1.3% | 19,303 | $1.1M |
| Opinicus Capital, Inc. | 0.96% | Reduce -0.4% | 19,245 | $1.1M |
| Private Trust Co. NA | 0.12% | Reduce -15.4% | 19,072 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.55% | Add +79.3% | 18,913 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.36% | Add +1.1% | 18,651 | $1.0M |
| Imprint Wealth LLC | 0.25% | New | 18,511 | $1.0M |
| Aurora Private Wealth, Inc. | 0.89% | Add +2.1% | 18,404 | $1.0M |
| EdgeRock Capital LLC | 0.82% | Add +10.1% | 18,265 | $1.0M |
| Simplicity Wealth,LLC | 0.02% | New | 18,208 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -24.4% | 18,165 | $1.0M |
| AdvisorNet Financial, Inc | 0.10% | Add +56.7% | 18,060 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -10.0% | 17,963 | $1.0M |
| Personal Cfo Solutions, LLC | 0.16% | Add +1.1% | 17,924 | $1.0M |
| Farther Finance Advisors, LLC | 0.06% | Add +40.9% | 17,853 | $997K |
| Betterment LLC | 0.00% | Reduce -1.8% | 17,707 | $995K |
| L & S Advisors Inc | 0.13% | Add +0.8% | 17,701 | $994K |
| PCG Wealth Advisors, LLC | 0.47% | Add +2.8% | 17,632 | $990K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -84.9% | 17,594 | $988K |
| Panoramic Investment Advisors, LLC | 0.70% | Reduce -1.2% | 16,966 | $953K |
| Wintrust Investments LLC | 0.08% | Add +6.0% | 16,859 | $947K |
| Cresset Asset Management, LLC | 0.00% | Add +13.6% | 16,601 | $933K |
| Stonebridge Financial Planning Group, LLC | 0.49% | Add +11.6% | 16,459 | $925K |
| Creative Financial Designs Inc. | 0.09% | Reduce -49.9% | 16,355 | $919K |
| Econ Financial Services Corp | 0.57% | New | 16,327 | $917K |
| Moloney Securities Asset Management, LLC | 0.14% | Reduce -3.8% | 15,923 | $894K |
| Ignite Planners, LLC | 0.25% | Reduce -8.5% | 15,823 | $883K |
| Onyx Bridge Wealth Group LLC | 0.16% | Reduce -3.7% | 16,228 | $880K |
| Braun-Bostich & Associates Inc. | 0.73% | Reduce -27.6% | 15,606 | $877K |
| NBT Bank, N.A. | 0.06% | Reduce -7.0% | 15,549 | $873K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.0% | 15,455 | $868K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.35% | Reduce -2.9% | 15,053 | $846K |
| Private Portfolio Partners LLC | 0.17% | Reduce -0.2% | 14,885 | $836K |
| Perissos Private Wealth Management, LLC | 0.75% | — | 14,789 | $831K |
| Tranquility Partners, LLC | 0.32% | Add +3.6% | 14,752 | $829K |
| Eudaimonia Advisors LLC | 0.44% | Reduce -6.0% | 14,621 | $821K |
| Jones Financial Companies LLLP | 0.00% | Add +5563.6% | 14,159 | $795K |
| OneAscent Financial Services LLC | 0.09% | Add +11.4% | 14,099 | $792K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.0% | 14,488 | $788K |
| Barometer Capital Management Inc. | 0.20% | Reduce -8.6% | 14,720 | $785K |
| Park Avenue Securities LLC | 0.01% | Add +3.6% | 13,952 | $784K |
| Pinnacle Family Advisors, LLC | 0.41% | Reduce -1.0% | 13,761 | $773K |
| Stegent Equity Advisors, Inc. | 0.77% | Reduce -14.7% | 13,559 | $762K |
| Clarus Wealth Advisors | 0.43% | Reduce -7.2% | 13,807 | $752K |
| Clear Creek Financial Management, LLC | 0.10% | Add +7.5% | 13,350 | $750K |
| Savvy Advisors, Inc. | 0.42% | Reduce -4.4% | 13,015 | $731K |
| Kapstone Financial Advisors LLC | 0.50% | Add +17.2% | 13,014 | $731K |
| Smith, Moore & Co. | 0.08% | Add +40.9% | 12,783 | $718K |
| Signal Advisors Wealth, LLC | 0.18% | New | 12,622 | $709K |
| Belpointe Asset Management LLC | 0.05% | New | 12,390 | $696K |
| Quotient Wealth Partners, LLC | 0.02% | New | 12,336 | $693K |
| MAI Capital Management | 0.01% | Add +5.1% | 12,327 | $692K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.4% | 12,224 | $687K |
| Paragon Private Wealth Management, LLC | 0.41% | Reduce -10.3% | 12,223 | $687K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +12.0% | 12,019 | $675K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +49.8% | 11,825 | $664K |
| Waterfront Wealth Inc. | 0.19% | Reduce -14.3% | 12,265 | $664K |
| Cibc World Market Inc. | 0.00% | Reduce -2.5% | 11,807 | $663K |
| Dagco, Inc. | 0.30% | New | 11,699 | $657K |
| Krilogy Financial LLC | 0.05% | New | 11,481 | $645K |
| Bison Wealth, LLC | 0.10% | Reduce -7.9% | 11,408 | $641K |
| Creekmur Asset Management LLC | 0.22% | Reduce -15.4% | 11,307 | $635K |
| Compound Planning, Inc. | 0.06% | New | 11,108 | $624K |
| Virtue Capital Management, LLC | 0.11% | Add +2.8% | 11,487 | $621K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Add +15.8% | 11,051 | $621K |
| FMR LLC | 0.00% | Add +24.2% | 11,006 | $618K |
| Strategic Family Wealth Counselors, L.L.C. | 0.24% | Add +3.8% | 10,975 | $616K |
| Realta Investment Advisors | 0.13% | Reduce -12.9% | 10,953 | $615K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $591K |
| Prudential PLC | 0.00% | Reduce -85.6% | 10,500 | $590K |
| Integrated Advisors Network LLC | 0.03% | Add +9.7% | 10,267 | $577K |
| Clarity Capital Partners LLC | 0.37% | No change | 10,112 | $568K |
| KPP Advisory Services LLC | 0.15% | New | 9,703 | $545K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +14.2% | 9,485 | $533K |
| Hibernia Wealth Partners, LLC | 0.36% | Reduce -2.9% | 9,406 | $528K |
| Zullo Investment Group, Inc. | 0.24% | Add +1.2% | 9,258 | $520K |
| Atlas Private Wealth Advisors | 0.17% | Reduce -44.5% | 8,980 | $504K |
| Delta Investment Management, LLC | 0.11% | New | 8,921 | $501K |
| DAVENPORT & Co LLC | 0.00% | Add +31.0% | 8,855 | $497K |
| LVZ, Inc. | 0.07% | Add +8.4% | 8,619 | $484K |
| Calton & Associates, Inc. | 0.23% | Add +0.0% | 8,564 | $481K |
| SFG Wealth Management, LLC. | 0.28% | Add +7.7% | 8,477 | $476K |
| Principle Wealth Partners LLC | 0.04% | Add +1.2% | 8,282 | $465K |
| 1776 Wealth LLC | 0.22% | Reduce -0.1% | 8,240 | $463K |
| Money Concepts Capital Corp. | 0.04% | Add +3.5% | 8,138 | $457K |
| Castleview Partners, LLC | 0.25% | Add +3.8% | 8,047 | $452K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -7.3% | 8,037 | $451K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 7,988 | $449K |
| Southland Equity Partners LLC | 0.12% | Reduce -0.3% | 7,872 | $442K |
| Alta Wealth Advisors LLC | 0.22% | Reduce -17.9% | 7,811 | $439K |
| Lynch & Associates | 0.10% | Add +36.0% | 7,485 | $420K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -4.2% | 7,455 | $419K |
| ProVise Management Group, LLC | 0.04% | Add +7.7% | 7,279 | $409K |
| Confluence Wealth Services, Inc. | 0.04% | New | 7,258 | $408K |
| Kowal Investment Group, LLC | 0.09% | Add +0.2% | 7,169 | $403K |
| WealthBridge Capital Management, LLC | 0.14% | Add +79.2% | 7,136 | $401K |
| Forte Capital LLC | 0.05% | No change | 7,099 | $399K |
| Centaurus Financial, Inc. | 0.03% | Reduce -35.4% | 6,945 | $390K |
| Owen LaRue, LLC | 0.24% | Reduce -8.1% | 6,736 | $378K |
| Petix & Botte Co | 0.09% | Reduce -51.5% | 6,669 | $375K |
| FWG Holdings, LLC | 0.20% | Reduce -3.1% | 6,764 | $374K |
| Full Sail Capital, LLC | 0.03% | New | 6,645 | $373K |
| DHK Financial Advisors, Inc. | 0.26% | No change | 6,500 | $365K |
| Old Port Advisors | 0.11% | Reduce -19.1% | 6,478 | $364K |
| Strategy Asset Managers LLC | 0.08% | Add +0.0% | 6,428 | $361K |
| VitalStone Financial, LLC | 0.27% | Add +49.6% | 6,331 | $356K |
| Pacific Sun Financial Corp | 0.21% | Reduce -5.3% | 6,320 | $355K |
| Red Door Wealth Management, LLC | 0.07% | No change | 6,305 | $354K |
| WealthTrust Asset Management, LLC | 0.27% | Add +16.0% | 6,293 | $353K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +18.8% | 6,233 | $350K |
| Millennium Management | 0.00% | Reduce -32.9% | 6,207 | $349K |
| Westside Investment Management, Inc. | 0.08% | No change | 6,171 | $347K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 6,104 | $343K |
| Founders Financial Alliance, LLC | 0.10% | Add +0.7% | 6,084 | $342K |
| Goldstein Advisors, LLC | 0.06% | Reduce -27.9% | 6,050 | $340K |
| Concorde Asset Management, LLC | 0.23% | Reduce -41.9% | 6,022 | $338K |
| LifePro Asset Management | 0.22% | Reduce -38.9% | 6,005 | $337K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,240 | $336K |
| Trueblood Wealth Management, LLC | 0.19% | Reduce -25.9% | 5,850 | $329K |
| Keebeck Wealth Management | 0.05% | No change | 5,850 | $329K |
| Laraway Financial Advisors Inc | 0.28% | Add +4.3% | 5,615 | $315K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -14.0% | 5,460 | $307K |
| Synovus Financial Corp. | 0.00% | Reduce -9.9% | 5,449 | $307K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -18.5% | 5,418 | $304K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.1% | 5,387 | $303K |
| Independent Wealth Network Inc. | 0.14% | Add +14.9% | 5,294 | $297K |
| Capital Square, LLC | 0.21% | New | 5,287 | $297K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.4% | 5,300 | $296K |
| AQR Capital Management | 0.00% | New | 5,250 | $295K |
| SignalPoint Asset Management, LLC | 0.08% | New | 5,207 | $292K |
| Fee-Only Financial Planning, L.C. | 0.19% | Reduce -10.9% | 5,135 | $288K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 5,100 | $286K |
| Florida Trust Wealth Management Co | 0.01% | New | 5,085 | $286K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.3% | 5,081 | $285K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -43.0% | 5,080 | $285K |
| Sequent Asset Management, LLC | 0.15% | Reduce -12.6% | 5,042 | $283K |
| Synergy Asset Management, LLC | 0.05% | New | 5,010 | $281K |
| Equitable Trust Co. | 0.02% | No change | 5,000 | $281K |
| National Wealth Management Group, LLC | 0.22% | Reduce -31.2% | 4,967 | $279K |
| Signaturefd, LLC | 0.01% | Add +81.8% | 4,960 | $279K |
| Continuum Advisory, LLC | 0.04% | Add +4.0% | 5,001 | $276K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +8.9% | 4,856 | $273K |
| Xcel Wealth Management, LLC | 0.09% | Add +0.3% | 4,845 | $272K |
| Atlas Wealth LLC | 0.22% | New | 4,814 | $270K |
| WealthPLAN Partners, LLC | 0.03% | Add +2.9% | 4,750 | $267K |
| Flow Traders U.S. LLC | 0.01% | New | 4,710 | $265K |
| Focus Partners Wealth | 0.00% | New | 4,688 | $263K |
| Florida Financial Advisors, LLC | 0.19% | Reduce -9.8% | 4,666 | $262K |
| Forum Private Client Group LLC | 0.13% | Reduce -1.9% | 4,619 | $259K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -0.7% | 4,600 | $258K |
| Kennedy Investment Group, Inc. | 0.13% | Reduce -1.1% | 4,442 | $249K |
| CPC Advisors, LLC | 0.04% | Reduce -0.7% | 4,400 | $247K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 4,317 | $242K |
| Tucker Asset Management LLC | 0.06% | Add +5.0% | 4,292 | $241K |
| GDS Wealth Management | 0.03% | Reduce -2.7% | 4,261 | $239K |
| Aft, Forsyth & Company, Inc. | 0.13% | Add +0.1% | 4,123 | $232K |
| Saxony Capital Management, LLC | 0.28% | New | 4,113 | $231K |
| Basepoint Wealth LLC | 0.17% | No change | 4,100 | $230K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 4,042 | $227K |
| Choreo, LLC | 0.01% | No change | 3,994 | $224K |
| Wills Financial Group, Inc. | 0.10% | New | 3,909 | $220K |
| Quantum Private Wealth, LLC | 0.08% | Reduce -17.0% | 3,807 | $214K |
| SkyOak Wealth, LLC | 0.05% | New | 3,783 | $212K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $206K |
| Sensible Money, LLC | 0.11% | New | 3,665 | $206K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +2.6% | 3,664 | $206K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.2% | 3,555 | $200K |
| Element Wealth, LLC | 0.12% | Add +8.0% | 3,554 | $200K |
| Benjamin Edwards Inc. | 0.04% | Reduce -0.5% | 3,257 | $183K |
| NewSquare Capital LLC | 0.01% | New | 3,018 | $170K |
| Centennial Bank | 0.09% | No change | 3,000 | $169K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $157K |
| Clear Point Advisors Inc. | 0.12% | Add +4.9% | 2,508 | $141K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,494 | $140K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 2,487 | $140K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,503 | $138K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,498 | $133K |
| Formidable Asset Management, LLC | 0.02% | New | 2,337 | $131K |
| Tyler-Stone Wealth Management | 0.05% | Reduce -7.8% | 2,132 | $120K |
| TruNorth Capital Management, LLC | 0.04% | — | 2,108 | $118K |
| GAMMA Investing LLC | 0.02% | No change | 2,051 | $115K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,062 | $115K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,041 | $115K |
| IAG Wealth Partners, LLC | 0.02% | Add +12.5% | 1,800 | $101K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 1,780 | $100K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 1,766 | $99K |
| Main Street Group, LTD | 0.05% | Add +1.1% | 1,740 | $97K |
| Bokf, NA | 0.00% | Reduce -3.5% | 1,704 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +109.7% | 1,625 | $91K |
| Fifth Third Bancorp | 0.00% | New | 1,409 | $79K |
| Raleigh Capital Management Inc. | 0.03% | Add +46.8% | 1,311 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,210 | $68K |
| PSI Advisors, LLC | 0.02% | Reduce -7.3% | 1,120 | $63K |
| Ancora Advisors LLC | 0.00% | No change | 1,108 | $62K |
| Key Financial Inc | 0.01% | No change | 969 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.8% | 936 | $53K |
| MCF Advisors LLC | 0.00% | Reduce -23.2% | 837 | $47K |
| Harbor Investment Advisory, LLC | 0.00% | Add +19.5% | 765 | $43K |
| Crewe Advisors LLC | 0.00% | Reduce -15.6% | 755 | $42K |
| Wiser Advisor Group LLC | 0.06% | Add +1.0% | 724 | $41K |
| CENTRAL TRUST Co | 0.00% | Reduce -62.9% | 650 | $37K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -59.2% | 657 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $34K |
| Russell Investments Group, Ltd. | 0.00% | New | 604 | $34K |
| WealthShield Partners, LLC | 0.01% | No change | 600 | $34K |
| Caitlin John, LLC | 0.03% | Reduce -3.4% | 595 | $33K |
| Archer Investment Corp | 0.01% | Reduce -86.7% | 539 | $30K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 512 | $29K |
| BNP Paribas Financial Markets | 0.00% | Add +24700.0% | 496 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.4% | 480 | $27K |
| Mather Group, Llc. | 0.00% | New | 466 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -93.8% | 425 | $24K |
| McIlrath & Eck, LLC | 0.00% | New | 393 | $22K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 315 | $18K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.3% | 308 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $17K |
| Hexagon Capital Partners LLC | 0.00% | No change | 300 | $17K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 300 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 264 | $15K |
| American National Bank & Trust | 0.00% | New | 234 | $13K |
| Syntrinsic LLC | 0.00% | No change | 224 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 216 | $12K |
| NFSG Corp | 0.01% | No change | 210 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 208 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 215 | $11K |
| Stephens Consulting, LLC | 0.00% | Reduce -49.3% | 145 | $8K |
| National Bank of Canada | 0.00% | No change | 160 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $7K |
| LRI Investments, LLC | 0.00% | — | 107 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 100 | $6K |
| Register Financial Advisors LLC | 0.00% | New | 97 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $5K |
| Impact Partnership Wealth, LLC | 0.00% | New | 93 | $5K |
| SouthState Bank Corp | 0.00% | Add +275.0% | 75 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -86.5% | 64 | $4K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 63 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 56 | $3K |
| Goodman Advisory Group, LLC | 0.00% | New | 50 | $3K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 45 | $3K |
| Blue Trust, Inc. | 0.00% | New | 42 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 19 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $618 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.