First Trust Rising DividendRDVYETF
13F holders, Q2 2024 (June 30)540holders +9
41new positions
28sold out
4famous investors
$54.74avg. 13F price*
At the end of Q2 2024, 540 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 9 from Q1 2024. 41 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($1.1B), Morgan Stanley ($819.3M) and Wells Fargo & Company ($479.5M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $50.8M |
| Exits | 28 | $25.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,266,139 shares bought and 3,356,523 shares sold, net +5,909,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 540 holders
| LPL Financial LLC | 0.53% | Add +3.7% | 19,372,722 | $1.1B |
| Morgan Stanley | 0.06% | Add +6.2% | 14,963,664 | $819.3M |
| Wells Fargo & Company | 0.12% | Add +2.4% | 8,758,508 | $479.5M |
| Raymond James Financial Services Advisors, Inc. | 0.54% | Add +18.7% | 6,872,756 | $376.3M |
| Bank of America Corp. | 0.03% | Add +8.8% | 5,050,917 | $276.5M |
| Commonwealth Equity Services, LLC | 0.40% | Add +4.8% | 4,634,769 | $253.8M |
| Ameriprise Financial Inc. | 0.07% | Add +11.2% | 4,499,566 | $246.3M |
| UBS Group AG | 0.07% | Add +7.4% | 4,144,302 | $226.9M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.2% | 3,209,445 | $175.7M |
| Osaic Holdings, Inc. | 0.39% | Reduce -5.2% | 2,990,517 | $163.7M |
| Royal Bank of Canada | 0.04% | Add +8.5% | 2,919,246 | $159.8M |
| Raymond James & Associates | 0.10% | Add +2.3% | 2,818,055 | $154.3M |
| Kestra Advisory Services, LLC | 0.78% | Add +0.1% | 2,545,116 | $139.3M |
| Cetera Investment Advisers | 0.31% | Add +10.3% | 2,496,225 | $136.7M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +2.9% | 1,929,784 | $105.7M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.0% | 1,862,913 | $102.0M |
| Stifel Financial Corp. | 0.10% | Add +4.6% | 1,640,290 | $89.8M |
| Private Advisor Group, LLC | 0.59% | Add +3.8% | 1,611,084 | $88.2M |
| Csenge Advisory Group | 3.40% | Add +7.1% | 1,094,617 | $59.9M |
| MML Investors Services, LLC | 0.23% | Add +14.7% | 1,054,827 | $57.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.7% | 993,943 | $54.4M |
| Equitable Holdings, Inc. | 0.54% | Add +1.5% | 943,358 | $51.6M |
| Integrated Wealth Concepts LLC | 0.68% | Add +2.3% | 914,644 | $50.1M |
| Prospera Financial Services Inc | 1.32% | Add +4.6% | 863,996 | $47.3M |
| HighTower Advisors, LLC | 0.07% | Add +4.8% | 860,535 | $47.1M |
| Truist Financial Corp. | 0.06% | Add +12.7% | 752,466 | $41.2M |
| Baird Financial Group, Inc. | 0.08% | Add +3.6% | 714,703 | $39.1M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +2.5% | 698,556 | $38.2M |
| NewEdge Advisors, LLC | 0.26% | Reduce -1.2% | 656,385 | $35.9M |
| D.A. Davidson & Co. | 0.31% | Reduce -0.4% | 644,886 | $35.3M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -1.0% | 618,896 | $33.9M |
| RVW Wealth, LLC | 3.38% | Reduce -0.3% | 618,186 | $33.8M |
| Janney Montgomery Scott LLC | 0.10% | Add +1.6% | 606,641 | $33.2M |
| Steward Partners Investment Advisory, LLC | 0.34% | Reduce -3.8% | 581,187 | $31.8M |
| Avantax Advisory Services, Inc. | 0.22% | Add +19.1% | 567,723 | $31.1M |
| Harbour Investments, Inc. | 1.00% | Reduce -1.4% | 542,645 | $29.7M |
| Affinity Wealth Management LLC | 5.18% | Add +18.7% | 519,010 | $28.4M |
| Koshinski Asset Management, Inc. | 2.52% | Reduce -0.8% | 496,712 | $27.1M |
| Ascension Capital Advisors, Inc. | 14.20% | Add +3.1% | 488,411 | $26.7M |
| Financial Partners Group, Inc | 4.19% | Add +6.0% | 484,936 | $26.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.3% | 478,641 | $26.2M |
| Aptus Capital Advisors, LLC | 0.49% | Add +12.5% | 470,966 | $25.8M |
| Horizon Advisory Services, Inc. | 12.31% | Reduce -2.5% | 469,610 | $25.7M |
| Guardian Wealth Advisors, LLC / NC | 2.98% | Add +11.7% | 464,850 | $25.5M |
| Cwm, LLC | 0.11% | Add +13.9% | 437,626 | $24.0M |
| Hobart Private Capital, LLC | 6.50% | Add +69.4% | 417,184 | $22.8M |
| Solano Wealth Management, Inc. | 12.01% | Add +3.0% | 400,443 | $21.9M |
| Sweet Financial Partners, LLC | 4.93% | Reduce -1.1% | 393,936 | $21.6M |
| Stratos Wealth Partners, LTD. | 0.35% | Add +2.3% | 393,216 | $21.5M |
| Independent Financial Group, LLC | 0.86% | Add +18.3% | 391,137 | $21.4M |
| Fifth Third Securities, Inc. | 1.95% | Reduce -59.7% | 384,594 | $21.1M |
| ABLE Financial Group, LLC | 7.37% | Add +0.1% | 372,384 | $20.4M |
| Western Wealth Management, LLC | 1.47% | Add +0.9% | 362,414 | $19.8M |
| Benjamin F. Edwards & Company, Inc. | 0.34% | Add +3.6% | 356,723 | $19.5M |
| Blair William & Co. | 0.06% | Add +0.1% | 352,350 | $19.3M |
| Mariner, LLC | 0.04% | Add +5.3% | 346,927 | $19.0M |
| Crumly & Associates Inc. | 5.35% | Reduce -0.2% | 339,613 | $18.6M |
| Perennial Investment Advisors, LLC | 2.54% | Add +6.5% | 324,521 | $17.8M |
| US Bancorp \de | 0.02% | Add +1.2% | 316,833 | $17.3M |
| Beacon Financial Group | 1.93% | Reduce -2.6% | 309,426 | $16.9M |
| Key Client Fiduciary Advisors, LLC | 8.37% | Add +75.2% | 302,692 | $16.6M |
| Jaffetilchin Investment Partners, LLC | 1.36% | Reduce -2.9% | 291,954 | $16.0M |
| Park National Corp. | 0.58% | Reduce -2.5% | 285,652 | $15.6M |
| Citigroup Inc. | 0.01% | Reduce -6.4% | 279,500 | $15.3M |
| Good Life Advisors, LLC | 1.23% | Reduce -10.3% | 272,956 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +420.4% | 260,177 | $14.2M |
| Ergawealth Advisors, Inc. | 7.75% | Add +3.2% | 260,084 | $14.2M |
| Arax Advisory Partners | 1.33% | Reduce -0.6% | 249,054 | $13.6M |
| Traction Financial Partners, LLC | 9.51% | Add +6.6% | 230,311 | $13.1M |
| Next Level Private LLC | 5.87% | Add +237.6% | 234,422 | $12.8M |
| Foundations Investment Advisors, LLC | 0.30% | Add +5.7% | 229,311 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.2% | 227,536 | $12.5M |
| Pine Valley Investments Ltd Liability Co | 0.90% | Reduce -2.3% | 222,933 | $12.2M |
| Sanctuary Advisors, LLC | 0.09% | — | 218,356 | $11.8M |
| Valmark Advisers, Inc. | 0.19% | Add +1.4% | 202,974 | $11.1M |
| IHT Wealth Management, LLC | 0.41% | Reduce -3.1% | 202,150 | $11.1M |
| Aspire Capital Advisors LLC | 3.62% | Add +3.2% | 201,997 | $11.1M |
| Gladstone Institutional Advisory LLC | 0.58% | Reduce -1.6% | 201,782 | $11.0M |
| IFG Advisory, LLC | 0.70% | Add +203.8% | 198,881 | $10.9M |
| First Heartland Consultants, Inc. | 1.08% | Reduce -24.4% | 197,497 | $10.8M |
| First Horizon Advisors, Inc. | 0.33% | Add +3.8% | 196,653 | $10.8M |
| Legacy Capital Wealth Partners, LLC | 2.71% | New | 194,507 | $10.6M |
| Silver Oak Securities, Incorporated | 1.58% | Add +0.6% | 192,884 | $10.6M |
| US Financial Advisors, LLC | 3.53% | Add +1.6% | 192,349 | $10.5M |
| Howard Financial Services, LTD. | 1.72% | Reduce -1.0% | 191,951 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.35% | Reduce -5.7% | 191,723 | $10.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.5% | 190,173 | $10.4M |
| Pinnacle Associates Ltd. | 0.16% | Add +2.4% | 183,981 | $10.1M |
| PFG Advisors | 0.67% | Reduce -1.9% | 182,257 | $10.0M |
| Plotkin Financial Advisors, LLC | 6.28% | Reduce -1.4% | 178,450 | $9.8M |
| Sanchez Wealth Management Group | 3.13% | Add +1.1% | 176,690 | $9.7M |
| Scarborough Advisors, LLC | 3.93% | New | 174,810 | $9.6M |
| Cedrus LLC | 4.64% | Add +8.3% | 169,438 | $9.3M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +17.2% | 157,042 | $8.6M |
| Ameritas Advisory Services, LLC | 0.32% | Reduce -0.1% | 153,861 | $8.4M |
| Sigma Planning Corp | 0.27% | Reduce -12.6% | 153,652 | $8.4M |
| Wagner Wealth Management, LLC | 2.52% | Reduce -10.8% | 153,639 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -20.5% | 152,753 | $8.4M |
| Asset Allocation Strategies LLC | 2.80% | Reduce -3.8% | 152,013 | $8.3M |
| AJ Advisors, LLC | 4.53% | Reduce -1.9% | 149,522 | $8.2M |
| Weitzel Financial Services, Inc. | 4.06% | Add +0.2% | 148,846 | $8.1M |
| Invst, LLC | 0.86% | Reduce -17.9% | 142,656 | $7.8M |
| Per Stirling Capital Management, LLC. | 1.25% | Reduce -3.5% | 141,337 | $7.7M |
| Regatta Capital Group, LLC | 1.64% | Reduce -4.6% | 139,421 | $7.6M |
| GSG Advisors LLC | 2.69% | Add +2.4% | 139,253 | $7.6M |
| StoneX Group Inc. | 0.60% | Reduce -3.0% | 136,533 | $7.5M |
| tru Independence LLC | 2.26% | Add +4.5% | 136,579 | $7.5M |
| POM Investment Strategies, LLC | 5.91% | Reduce -2.8% | 134,873 | $7.4M |
| Thoroughbred Financial Services, LLC | 0.49% | Add +46.6% | 134,005 | $7.3M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -1.6% | 133,674 | $7.3M |
| RFG Advisory, LLC | 0.24% | Add +14.2% | 133,228 | $7.3M |
| Naviter Wealth, LLC | 1.06% | Add +3.8% | 129,960 | $7.1M |
| Bellevue Asset Management, LLC | 3.89% | Add +0.2% | 128,844 | $7.1M |
| United Advisor Group, LLC | 2.11% | Add +11.3% | 123,849 | $6.8M |
| Mach-1 Financial Group, LLC | 4.75% | New | 123,057 | $6.8M |
| Denver Wealth Management, Inc. | 3.34% | Add +5.3% | 121,617 | $6.7M |
| Barnes Pettey Financial Advisors, LLC | 5.57% | Add +1.9% | 118,358 | $6.5M |
| Consolidated Portfolio Review Corp | 1.51% | Add +7.9% | 118,045 | $6.5M |
| Integrity Financial Corp | 3.97% | Add +71.6% | 115,903 | $6.3M |
| International Assets Investment Management, LLC | 0.59% | Reduce -3.5% | 115,370 | $6.3M |
| Mainsail Financial Group, LLC | 3.66% | Add +17.1% | 113,533 | $6.2M |
| Cottonwood Capital Advisors, LLC | 4.72% | Reduce -10.9% | 110,531 | $6.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +2.3% | 110,026 | $6.0M |
| Sovereign Financial Group, Inc. | 1.48% | Add +11.4% | 108,757 | $6.0M |
| Kovack Advisors, Inc. | 0.64% | Add +28.1% | 105,907 | $5.8M |
| Geneos Wealth Management Inc. | 0.26% | Add +9.2% | 105,234 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.88% | Add +10.3% | 104,804 | $5.7M |
| Walkner Condon Financial Advisors LLC | 1.23% | Reduce -2.0% | 103,861 | $5.7M |
| Triumph Capital Management | 2.20% | Add +6.9% | 103,064 | $5.6M |
| Comerica Bank | 0.02% | Reduce -7.2% | 101,309 | $5.5M |
| Beacon Financial Advisory LLC | 2.06% | Add +1.6% | 100,897 | $5.5M |
| Global Retirement Partners, LLC | 0.17% | Add +4.7% | 97,894 | $5.4M |
| TBH Global Asset Management, LLC | 1.18% | Reduce -43.5% | 97,293 | $5.3M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -4.2% | 95,550 | $5.2M |
| Advance Capital Management, Inc. | 0.25% | Reduce -12.0% | 95,137 | $5.2M |
| HFG Advisors, Inc. | 4.86% | Add +3.1% | 95,073 | $5.2M |
| IFP Advisors, Inc | 0.20% | Add +7.7% | 94,346 | $5.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -0.3% | 94,800 | $5.2M |
| Stegent Equity Advisors, Inc. | 5.35% | Add +592.0% | 93,834 | $5.1M |
| Principal Securities, Inc. | 0.14% | Add +1.9% | 90,124 | $4.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | Add +4.3% | 90,032 | $4.9M |
| Beck Bode, LLC | 0.97% | Reduce -32.5% | 88,425 | $4.8M |
| ORBA Wealth Advisors, L.L.C. | 2.50% | Add +1.4% | 88,361 | $4.8M |
| Cornerstone Wealth Management, LLC | 0.36% | Add +4.0% | 86,439 | $4.7M |
| Wolf Group Capital Advisors | 1.86% | Add +8.1% | 86,080 | $4.7M |
| Daymark Wealth Partners, LLC | 0.21% | Add +5.9% | 84,505 | $4.6M |
| Wedbush Securities Inc. | 0.17% | Add +11.4% | 84,401 | $4.6M |
| Shelton Wealth Management, LLC | 2.75% | Reduce -16.4% | 83,873 | $4.6M |
| Genesee Capital Advisors, LLC | 2.23% | Reduce -14.0% | 83,214 | $4.6M |
| Peak Planning Group, LLC | 2.23% | Add +21.7% | 82,882 | $4.5M |
| AE Wealth Management LLC | 0.05% | Reduce -4.8% | 82,504 | $4.5M |
| Atria Investments, Inc | 0.06% | Reduce -15.6% | 82,434 | $4.5M |
| BlueChip Wealth Advisors LLC | 2.62% | Add +7.5% | 81,287 | $4.5M |
| Jones Financial Companies LLLP | 0.01% | Add +470.2% | 80,739 | $4.4M |
| Spire Wealth Management | 0.16% | Add +171.4% | 80,545 | $4.4M |
| City Holding Co. | 0.64% | Add +19.6% | 79,374 | $4.3M |
| SMART Wealth LLC | 1.74% | Add +30.4% | 78,578 | $4.3M |
| Gateway Wealth Partners, LLC | 1.28% | Add +10.1% | 77,216 | $4.2M |
| Cozad Asset Management Inc. | 0.42% | Add +4.8% | 77,160 | $4.2M |
| Lanark Financial, Inc. | 0.38% | Add +2.3% | 76,747 | $4.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.4% | 75,645 | $4.1M |
| Financial Advocates Investment Management | 0.25% | Reduce -70.8% | 74,127 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +28.8% | 73,915 | $4.0M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -0.1% | 71,606 | $3.9M |
| Arkadios Wealth Advisors | 0.26% | Add +0.3% | 71,312 | $3.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -24.0% | 71,009 | $3.9M |
| Coppell Advisory Solutions LLC | 0.64% | — | 70,611 | $3.9M |
| TruWealth Advisors, LLC | 0.26% | Add +0.2% | 70,582 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -5.3% | 67,102 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.5% | 68,798 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +12.5% | 68,798 | $3.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | No change | 68,750 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +1.1% | 68,446 | $3.7M |
| World Investment Advisors | 0.23% | Add +53.8% | 67,106 | $3.7M |
| Axxcess Wealth Management, LLC | 0.10% | Add +3.2% | 65,358 | $3.6M |
| Harvest Investment Services, LLC | 1.36% | Add +26.8% | 62,385 | $3.4M |
| NewEdge Wealth, LLC | 0.07% | Reduce -1.5% | 61,766 | $3.4M |
| Mattern Wealth Management LLC | 0.81% | No change | 61,401 | $3.4M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.2% | 60,824 | $3.3M |
| Capital Asset Advisory Services LLC | 0.18% | Add +4.7% | 59,775 | $3.3M |
| Titleist Asset Management, LLC | 0.49% | New | 59,462 | $3.3M |
| WealthCare Investment Partners, LLC | 1.50% | Reduce -2.4% | 58,885 | $3.2M |
| WESPAC Advisors SoCal, LLC | 0.81% | Add +45.7% | 58,678 | $3.2M |
| Main Street Financial Solutions, LLC | 0.30% | Add +2.3% | 57,953 | $3.2M |
| L.M. Kohn & Company | 0.86% | Reduce -1.0% | 57,759 | $3.2M |
| Strategic Blueprint, LLC | 0.21% | Add +3.6% | 57,661 | $3.2M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -6.8% | 57,348 | $3.1M |
| Lineweaver Wealth Advisors, LLC | 0.65% | Reduce -2.0% | 57,289 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Add +21.2% | 53,304 | $3.1M |
| Focus Financial Network, Inc. | 0.13% | Add +2.9% | 53,009 | $3.1M |
| Flagstar Securities, Inc. | 0.84% | Add +30.7% | 55,707 | $3.0M |
| Assetmark, Inc. | 0.01% | Reduce -14.7% | 55,552 | $3.0M |
| Northwest Financial Advisors | 3.06% | Reduce -2.8% | 55,047 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -7.9% | 54,189 | $3.0M |
| Elevation Point Wealth Partners, LLC | 0.23% | Reduce -0.6% | 53,933 | $3.0M |
| Alliance Wealth Advisors, LLC | 1.82% | Add +0.5% | 52,867 | $2.9M |
| Raymond James Trust N.A. | 0.07% | Reduce -3.0% | 51,951 | $2.8M |
| Purus Wealth Management, LLC | 1.24% | Reduce -2.0% | 51,475 | $2.8M |
| Braun-Bostich & Associates Inc. | 2.09% | Add +228.3% | 51,229 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +10192.9% | 51,053 | $2.8M |
| Castle Rock Wealth Management, LLC | 0.70% | Reduce -0.1% | 51,126 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -12.8% | 50,204 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.95% | Add +28.9% | 49,841 | $2.7M |
| San Luis Wealth Advisors LLC | 0.65% | Reduce -6.7% | 49,324 | $2.7M |
| Davis Investment Partners, LLC | 1.11% | Reduce -15.4% | 47,800 | $2.7M |
| Willner & Heller, LLC | 2.57% | Add +4.5% | 49,026 | $2.7M |
| Founders Financial Securities LLC | 0.25% | Add +32.3% | 48,798 | $2.7M |
| Claro Advisors Inc. | 0.42% | Add +5.3% | 48,536 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -1.3% | 48,278 | $2.6M |
| DAVENPORT & Co LLC | 0.02% | Add +440.1% | 47,830 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.27% | Add +0.5% | 47,398 | $2.6M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -36.4% | 46,856 | $2.6M |
| Focus Partners Wealth | 0.01% | Add +892.3% | 46,518 | $2.5M |
| Arvest Investments, Inc. | 0.40% | New | 46,015 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +5.3% | 45,848 | $2.5M |
| Stephens Inc. | 0.04% | Reduce -4.7% | 45,754 | $2.5M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +31.2% | 45,576 | $2.5M |
| Advisory Alpha, LLC | 0.10% | Reduce -75.1% | 45,494 | $2.5M |
| GPS Wealth Strategies Group, LLC | 0.37% | Reduce -18.4% | 45,269 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 45,101 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +16.9% | 44,929 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +17.7% | 44,446 | $2.4M |
| Accel Wealth Management | 0.97% | Add +4.4% | 44,244 | $2.4M |
| Goldstone Financial Group, LLC | 0.48% | Add +10.0% | 43,745 | $2.4M |
| Eldridge Investment Advisors, Inc. | 0.60% | Reduce -3.6% | 43,689 | $2.4M |
| Intrua Financial, LLC | 0.38% | Add +6.8% | 43,069 | $2.4M |
| HBW Advisory Services LLC | 0.39% | Add +13.1% | 43,053 | $2.4M |
| ICA Group Wealth Management, LLC | 1.41% | Reduce -68.6% | 42,868 | $2.3M |
| PCA Investment Advisory Services Inc. | 1.22% | Reduce -8.1% | 42,559 | $2.3M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +10.0% | 42,529 | $2.3M |
| Certified Advisory Corp | 0.29% | Add +2.5% | 42,253 | $2.3M |
| Gallagher Fiduciary Advisors, LLC | 0.49% | Add +8.0% | 39,834 | $2.2M |
| World Equity Group, Inc. | 0.64% | Add +0.0% | 38,902 | $2.1M |
| &partners | 0.09% | Add +5.6% | 37,825 | $2.1M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.6% | 37,623 | $2.1M |
| SteelPeak Wealth, LLC | 0.10% | Reduce -4.0% | 36,662 | $2.0M |
| Sowell Financial Services LLC | 0.10% | Add +12.4% | 36,539 | $2.0M |
| Apexium Financial, LP | 0.14% | Add +12.6% | 35,175 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +19.7% | 35,149 | $1.9M |
| Aveo Capital Partners, LLC | 0.22% | Reduce -41.0% | 34,927 | $1.9M |
| Wealth Effects LLC | 0.69% | Reduce -0.3% | 34,724 | $1.9M |
| MTM Investment Management, LLC | 0.78% | Reduce -5.8% | 34,628 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -6.4% | 34,316 | $1.9M |
| Mgo One Seven LLC | 0.09% | Reduce -0.0% | 34,093 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -3.5% | 33,502 | $1.8M |
| Sandy Spring Bank | 0.08% | Add +8.2% | 32,437 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +18.1% | 31,739 | $1.7M |
| N.E.W. Advisory Services LLC | 0.19% | Add +14.3% | 31,347 | $1.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.28% | Add +16.2% | 30,457 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.83% | Reduce -0.1% | 30,453 | $1.7M |
| Root Financial Partners, LLC | 0.39% | Add +0.5% | 30,402 | $1.7M |
| Barrett & Company, Inc. | 0.74% | Add +1.6% | 29,999 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Add +63.9% | 29,779 | $1.6M |
| Lion Street Advisors, LLC | 0.60% | Add +24.4% | 29,567 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Add +6.0% | 29,384 | $1.6M |
| Flaharty Asset Management, LLC | 0.24% | Reduce -4.0% | 29,381 | $1.6M |
| CPC Advisors, LLC | 0.26% | Add +563.8% | 29,205 | $1.6M |
| TrueWealth Advisors, LLC | 0.57% | Add +20.9% | 27,981 | $1.5M |
| Tidemark, LLC | 0.70% | Reduce -14.2% | 27,864 | $1.5M |
| Owen LaRue, LLC | 0.94% | Add +309.9% | 27,610 | $1.5M |
| Capital Advisory Group Advisory Services, LLC | 0.63% | Add +5.6% | 26,769 | $1.5M |
| CoreCap Advisors, LLC | 0.15% | Add +1.1% | 26,102 | $1.4M |
| TFB Advisors LLC | 0.46% | Reduce -9.1% | 26,071 | $1.4M |
| KMG Fiduciary Partners, LLC | 0.14% | New | 26,042 | $1.4M |
| American Financial Advisors, LLC | 0.20% | Add +0.6% | 25,987 | $1.4M |
| Secure Asset Management, LLC | 0.27% | New | 25,976 | $1.4M |
| Whitaker-Myers Wealth Managers, LTD. | 0.51% | Add +8.0% | 25,010 | $1.4M |
| Larson Financial Group LLC | 0.09% | Add +890.3% | 24,628 | $1.3M |
| Iams Wealth Management, LLC | 0.74% | Reduce -14.1% | 24,612 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.46% | Add +2.0% | 25,906 | $1.3M |
| Southland Equity Partners LLC | 0.37% | Add +203.0% | 23,849 | $1.3M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.41% | New | 23,746 | $1.3M |
| TD Capital Management LLC | 0.13% | Add +0.5% | 23,438 | $1.3M |
| Prism Advisors, Inc. | 0.39% | Reduce -6.5% | 23,299 | $1.3M |
| Elevated Capital Advisors, LLC | 0.36% | Reduce -66.5% | 23,296 | $1.3M |
| Trivium Point Advisory, LLC | 0.19% | New | 23,201 | $1.3M |
| Herold Advisors, Inc. | 0.28% | Add +0.5% | 22,494 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -27.5% | 22,305 | $1.2M |
| Woodward Diversified Capital, LLC | 0.72% | Reduce -2.3% | 22,295 | $1.2M |
| Private Advisory Group LLC | 0.16% | New | 22,180 | $1.2M |
| EdgeRock Capital LLC | 0.93% | Add +19.7% | 21,865 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Add +9.6% | 21,564 | $1.2M |
| Spreng Capital Management, Inc. | 0.60% | Reduce -4.4% | 21,247 | $1.2M |
| Family Capital Management, Inc. | 0.78% | Reduce -6.4% | 20,925 | $1.1M |
| Ellsworth Advisors, LLC | 0.32% | Reduce -1.7% | 20,719 | $1.1M |
| Walker Asset Management, LLC | 0.76% | No change | 20,621 | $1.1M |
| FMR LLC | 0.00% | Add +86.4% | 20,517 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.61% | Add +4.8% | 20,234 | $1.1M |
| Simplicity Wealth,LLC | 0.02% | Add +9.1% | 19,863 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +2.4% | 19,531 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.55% | Add +3.0% | 19,485 | $1.1M |
| L & S Advisors Inc | 0.13% | Add +8.2% | 19,153 | $1.0M |
| Opinicus Capital, Inc. | 0.88% | Reduce -0.7% | 19,116 | $1.0M |
| AdvisorNet Financial, Inc | 0.09% | Add +5.5% | 19,063 | $1.0M |
| PCG Wealth Advisors, LLC | 0.45% | Add +8.0% | 19,036 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 18,836 | $1.0M |
| Insigneo Advisory Services, LLC | 0.12% | Reduce -2.7% | 19,176 | $1.0M |
| Betterment LLC | 0.00% | Add +5.7% | 18,721 | $1.0M |
| Cerity Partners LLC | 0.00% | New | 18,577 | $1.0M |
| Personal Cfo Solutions, LLC | 0.16% | Add +2.8% | 18,432 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.0% | 18,431 | $1.0M |
| Atlas Private Wealth Advisors | 0.16% | Add +104.2% | 18,334 | $1.0M |
| Econ Financial Services Corp | 0.61% | Add +11.0% | 18,122 | $992K |
| Kaydan Wealth Management, Inc. | 0.35% | Reduce -3.0% | 18,095 | $991K |
| Aurora Private Wealth, Inc. | 0.86% | Reduce -1.9% | 18,051 | $988K |
| Mayflower Financial Advisors, LLC | 0.16% | No change | 17,963 | $983K |
| Sequent Planning LLC | 0.34% | Reduce -17.5% | 17,949 | $981K |
| Cresset Asset Management, LLC | 0.00% | Add +7.9% | 17,907 | $980K |
| Wintrust Investments LLC | 0.08% | Add +5.6% | 17,803 | $975K |
| Stonebridge Financial Planning Group, LLC | 0.49% | Add +7.2% | 17,635 | $966K |
| Farther Finance Advisors, LLC | 0.05% | Reduce -1.8% | 17,535 | $958K |
| FSB Premier Wealth Management, Inc. | 0.43% | Reduce -11.0% | 17,213 | $942K |
| Virtue Capital Management, LLC | 0.16% | Add +42.7% | 16,389 | $939K |
| Trexquant Investment LP | 0.01% | New | 16,323 | $894K |
| Onyx Bridge Wealth Group LLC | 0.14% | Reduce -0.6% | 16,131 | $883K |
| KPP Advisory Services LLC | 0.23% | Add +65.9% | 16,101 | $882K |
| Realta Investment Advisors | 0.17% | Add +46.6% | 16,063 | $879K |
| Confluence Wealth Services, Inc. | 0.07% | Add +119.7% | 15,949 | $873K |
| Tranquility Partners, LLC | 0.33% | Add +7.0% | 15,788 | $864K |
| Perissos Private Wealth Management, LLC | 0.76% | Add +4.9% | 15,520 | $850K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.9% | 14,612 | $848K |
| Ignite Planners, LLC | 0.21% | Reduce -1.7% | 15,554 | $847K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,455 | $846K |
| NBT Bank, N.A. | 0.06% | Reduce -1.9% | 15,249 | $835K |
| Barometer Capital Management Inc. | 0.32% | Add +3.4% | 15,220 | $833K |
| Park Avenue Securities LLC | 0.01% | Add +9.0% | 15,202 | $832K |
| Smith, Moore & Co. | 0.08% | Add +16.6% | 14,912 | $816K |
| Private Portfolio Partners LLC | 0.66% | Add +0.0% | 14,888 | $815K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.32% | Reduce -1.6% | 14,807 | $811K |
| Moloney Securities Asset Management, LLC | 0.12% | Reduce -7.1% | 14,790 | $810K |
| Fsa Wealth Partners, Inc. | 0.22% | Reduce -49.3% | 14,713 | $806K |
| Belpointe Asset Management LLC | 0.06% | Add +18.3% | 14,657 | $802K |
| Clarity Capital Partners LLC | 0.49% | Add +43.2% | 14,484 | $793K |
| OneAscent Financial Services LLC | 0.11% | Add +2.0% | 14,377 | $787K |
| Tudor Investment Corporation | 0.01% | New | 14,370 | $787K |
| Hilltop Holdings Inc. | 0.09% | Reduce -55.1% | 13,645 | $747K |
| Savvy Advisors, Inc. | 0.24% | Add +4.2% | 13,555 | $742K |
| Pinnacle Family Advisors, LLC | 0.41% | Reduce -1.9% | 13,494 | $739K |
| Clear Creek Financial Management, LLC | 0.09% | Add +0.1% | 13,357 | $731K |
| Petix & Botte Co | 0.21% | Add +100.0% | 13,338 | $730K |
| Zions Bancorporation, N.A. | 0.06% | New | 13,200 | $723K |
| Kapstone Financial Advisors LLC | 0.47% | No change | 13,014 | $713K |
| Renaissance Technologies | 0.00% | Reduce -66.8% | 13,000 | $712K |
| REAP Financial Group, LLC | 0.19% | Reduce -45.2% | 12,898 | $706K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +8.1% | 12,779 | $700K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Add +15.3% | 12,747 | $698K |
| Platform Technology Partners | 0.24% | — | 12,691 | $695K |
| GeoWealth Management, LLC | 0.03% | Reduce -92.8% | 12,615 | $691K |
| Clarus Wealth Advisors | 0.37% | Reduce -9.5% | 12,500 | $690K |
| HBK Sorce Advisory LLC | 0.02% | Add +2.4% | 12,518 | $685K |
| Victory Financial Group, LLC | 0.32% | New | 12,397 | $679K |
| Merkkuri Wealth Advisors LLC | 0.62% | — | 12,380 | $678K |
| MAI Capital Management | 0.01% | Reduce -2.2% | 12,058 | $660K |
| Paragon Private Wealth Management, LLC | 0.37% | Reduce -1.9% | 11,990 | $656K |
| Compound Planning, Inc. | 0.05% | Add +7.3% | 11,913 | $652K |
| Bison Wealth, LLC | 0.10% | No change | 11,408 | $641K |
| Dagco, Inc. | 0.28% | No change | 11,699 | $641K |
| Krilogy Financial LLC | 0.05% | Reduce -1.1% | 11,359 | $622K |
| Waterfront Wealth Inc. | 0.17% | Reduce -8.2% | 11,265 | $617K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -73.3% | 11,148 | $610K |
| Creekmur Asset Management LLC | 0.16% | Reduce -2.2% | 11,061 | $606K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Add +0.0% | 10,976 | $601K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -11.1% | 10,687 | $585K |
| SFG Wealth Management, LLC. | 0.33% | Add +24.8% | 10,582 | $579K |
| Cibc World Market Inc. | 0.00% | Reduce -10.5% | 10,562 | $578K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $576K |
| Choreo, LLC | 0.01% | Add +163.7% | 10,530 | $575K |
| Leelyn Smith, LLC | 0.11% | New | 10,288 | $563K |
| Capital Analysts, LLC | 0.02% | Add +454.9% | 9,877 | $541K |
| Money Concepts Capital Corp. | 0.04% | Add +18.4% | 9,631 | $527K |
| Integrated Advisors Network LLC | 0.03% | Reduce -7.6% | 9,485 | $519K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +16.0% | 9,266 | $507K |
| Zullo Investment Group, Inc. | 0.22% | No change | 9,258 | $507K |
| ProVise Management Group, LLC | 0.04% | Add +26.1% | 9,182 | $503K |
| Clearstead Advisors, LLC | 0.01% | Add +257.9% | 8,957 | $490K |
| Castleview Partners, LLC | 0.27% | Add +7.4% | 8,645 | $473K |
| Lynch & Associates | 0.11% | Add +14.6% | 8,574 | $469K |
| Calton & Associates, Inc. | 0.23% | No change | 8,564 | $469K |
| Delta Investment Management, LLC | 0.10% | Reduce -4.7% | 8,504 | $466K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -56.9% | 8,367 | $458K |
| Principle Wealth Partners LLC | 0.03% | Reduce -1.0% | 8,197 | $449K |
| Greenwich Wealth Management LLC | 0.03% | No change | 8,037 | $440K |
| LVZ, Inc. | 0.06% | Reduce -9.0% | 7,841 | $429K |
| Trueblood Wealth Management, LLC | 0.24% | Add +31.9% | 7,719 | $423K |
| Alta Wealth Advisors LLC | 0.21% | Reduce -3.0% | 7,574 | $415K |
| Centaurus Financial, Inc. | 0.03% | Add +8.8% | 7,554 | $414K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 7,455 | $408K |
| 1776 Wealth LLC | 0.18% | Reduce -10.3% | 7,389 | $405K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -22.7% | 7,332 | $401K |
| Presidio Capital Management, LLC | 0.28% | Reduce -90.4% | 7,317 | $401K |
| WealthBridge Capital Management, LLC | 0.13% | Add +0.5% | 7,170 | $393K |
| PFG Investments, LLC | 0.03% | Reduce -93.8% | 7,141 | $391K |
| FWG Holdings, LLC | 0.19% | Reduce -0.7% | 6,718 | $385K |
| Kowal Investment Group, LLC | 0.08% | Reduce -2.7% | 6,973 | $382K |
| Forte Capital LLC | 0.05% | Reduce -2.8% | 6,903 | $378K |
| Florida Financial Advisors, LLC | 0.22% | Add +46.0% | 6,812 | $373K |
| SignalPoint Asset Management, LLC | 0.10% | Add +29.4% | 6,737 | $369K |
| Old Port Advisors | 0.11% | Add +3.9% | 6,728 | $368K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +7.9% | 6,725 | $368K |
| Creative Financial Designs Inc. | 0.03% | Reduce -59.1% | 6,688 | $366K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,240 | $364K |
| Full Sail Capital, LLC | 0.02% | No change | 6,645 | $364K |
| Benjamin Edwards Inc. | 0.07% | Add +95.2% | 6,356 | $348K |
| Citizens Financial Group Inc. | 0.01% | Add +56.2% | 6,312 | $347K |
| Pacific Sun Financial Corp | 0.20% | No change | 6,320 | $346K |
| Red Door Wealth Management, LLC | 0.06% | No change | 6,305 | $345K |
| VitalStone Financial, LLC | 0.25% | Reduce -0.7% | 6,288 | $344K |
| WealthTrust Asset Management, LLC | 0.25% | Reduce -1.4% | 6,203 | $340K |
| Westside Investment Management, Inc. | 0.08% | No change | 6,171 | $338K |
| Equitable Trust Co. | 0.02% | Add +22.4% | 6,120 | $335K |
| Concorde Asset Management, LLC | 0.20% | Add +0.6% | 6,059 | $332K |
| Goldstein Advisors, LLC | 0.05% | Reduce -1.0% | 5,990 | $328K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -66.0% | 5,988 | $328K |
| Sunbelt Securities, Inc. | 0.03% | Add +65.3% | 5,878 | $322K |
| Keebeck Wealth Management | 0.05% | Reduce -0.3% | 5,832 | $319K |
| Tucker Asset Management LLC | 0.07% | Add +33.3% | 5,721 | $313K |
| Laraway Financial Advisors Inc | 0.27% | Add +0.9% | 5,667 | $310K |
| LifePro Asset Management | 0.22% | Reduce -6.5% | 5,613 | $307K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +3.5% | 5,573 | $305K |
| Capital Square, LLC | 0.20% | Add +0.0% | 5,289 | $304K |
| Synovus Financial Corp. | 0.00% | Add +0.7% | 5,488 | $300K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 5,460 | $299K |
| Independent Wealth Network Inc. | 0.14% | Add +3.1% | 5,456 | $299K |
| Atlas Wealth LLC | 0.05% | Add +12.8% | 5,432 | $298K |
| Navis Wealth Advisors, LLC | 0.34% | New | 5,428 | $297K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -11.8% | 5,369 | $294K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 5,326 | $290K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,302 | $290K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -2.6% | 5,278 | $289K |
| Bar Harbor Wealth Management | 0.02% | New | 5,273 | $289K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -91.6% | 5,116 | $280K |
| Sequent Asset Management, LLC | 0.14% | No change | 5,042 | $276K |
| Continuum Advisory, LLC | 0.04% | No change | 5,001 | $274K |
| Ethos Financial Group, LLC | 0.05% | New | 4,990 | $273K |
| Fee-Only Financial Planning, L.C. | 0.18% | Reduce -3.9% | 4,935 | $270K |
| FinTrust Capital Advisors, LLC | 0.05% | Add +1.0% | 4,903 | $268K |
| Xcel Wealth Management, LLC | 0.08% | No change | 4,845 | $265K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.6% | 4,797 | $263K |
| WealthPLAN Partners, LLC | 0.03% | Add +0.1% | 4,754 | $260K |
| Creative Planning | 0.00% | New | 4,746 | $260K |
| Members Wealth LLC | 0.17% | — | 4,098 | $260K |
| Acorn Wealth Advisors, LLC | 0.13% | New | 4,655 | $255K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,600 | $252K |
| Strategy Asset Managers LLC | 0.05% | Reduce -18.6% | 5,233 | $246K |
| National Wealth Management Group, LLC | 0.19% | Reduce -10.2% | 4,459 | $244K |
| Frisch Financial Group, Inc. | 0.07% | New | 7,078 | $243K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -1.3% | 4,385 | $240K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -14.1% | 4,365 | $239K |
| Wills Financial Group, Inc. | 0.11% | Add +10.8% | 4,331 | $237K |
| AQR Capital Management | 0.00% | Reduce -18.6% | 4,273 | $234K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Add +15.3% | 4,226 | $231K |
| Element Wealth, LLC | 0.13% | Add +17.5% | 4,176 | $229K |
| Bessemer Group Inc. | 0.00% | New | 4,130 | $226K |
| Aft, Forsyth & Company, Inc. | 0.11% | Add +0.0% | 4,124 | $226K |
| Basepoint Wealth LLC | 0.18% | No change | 4,100 | $224K |
| Formidable Asset Management, LLC | 0.04% | Add +72.7% | 4,037 | $221K |
| Forum Private Client Group LLC | 0.10% | Reduce -12.9% | 4,021 | $220K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -8.0% | 3,974 | $218K |
| Woodmont Investment Counsel LLC | 0.02% | New | 3,940 | $216K |
| GAMMA Investing LLC | 0.03% | Add +91.2% | 3,921 | $215K |
| MBE Wealth Management, LLC | 0.13% | New | 3,894 | $213K |
| Brookstone Capital Management | 0.00% | New | 3,691 | $213K |
| GDS Wealth Management | 0.02% | Reduce -9.0% | 3,878 | $212K |
| Quantum Private Wealth, LLC | 0.07% | No change | 3,807 | $208K |
| SkyOak Wealth, LLC | 0.05% | Add +0.5% | 3,803 | $208K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -27.1% | 3,720 | $204K |
| Cresta Advisors, Ltd. | 0.12% | New | 3,700 | $203K |
| Sensible Money, LLC | 0.10% | No change | 3,665 | $201K |
| Asset Dedication, LLC | 0.01% | No change | 3,665 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.9% | 3,145 | $184K |
| Centennial Bank | 0.08% | No change | 3,000 | $164K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $154K |
| Clear Point Advisors Inc. | 0.11% | Add +0.3% | 2,516 | $138K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,494 | $137K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.4% | 2,141 | $117K |
| TruNorth Capital Management, LLC | 0.04% | No change | 2,108 | $115K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,062 | $112K |
| Russell Investments Group, Ltd. | 0.00% | Add +238.6% | 2,045 | $112K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,041 | $112K |
| Signaturefd, LLC | 0.00% | Reduce -60.3% | 1,967 | $108K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,800 | $99K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 1,766 | $97K |
| Main Street Group, LTD | 0.04% | Add +0.5% | 1,749 | $96K |
| Bokf, NA | 0.00% | No change | 1,704 | $93K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,625 | $89K |
| Mather Group, Llc. | 0.00% | Add +208.8% | 1,439 | $81K |
| Crewe Advisors LLC | 0.01% | Add +92.5% | 1,453 | $80K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,210 | $66K |
| PSI Advisors, LLC | 0.02% | No change | 1,120 | $61K |
| Ancora Advisors LLC | 0.00% | Reduce -7.6% | 1,024 | $56K |
| Key Financial Inc | 0.01% | No change | 969 | $53K |
| Wiser Advisor Group LLC | 0.08% | Add +24.6% | 902 | $49K |
| Strategic Financial Concepts, LLC | 0.03% | New | 90,760 | $48K |
| MCF Advisors LLC | 0.00% | No change | 837 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 765 | $42K |
| Toth Financial Advisory Corp. | 0.01% | New | 750 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +54.2% | 740 | $40K |
| CENTRAL TRUST Co | 0.00% | No change | 650 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $34K |
| WealthShield Partners, LLC | 0.01% | No change | 600 | $33K |
| Bank of Montreal | 0.00% | New | 566 | $31K |
| Kings Path Partners LLC | 0.01% | — | 558 | $31K |
| Archer Investment Corp | 0.01% | Add +0.6% | 542 | $30K |
| Caitlin John, LLC | 0.02% | Reduce -9.4% | 539 | $30K |
| Headlands Technologies LLC | 0.00% | New | 531 | $29K |
| Robinswood Financial LLC | 0.01% | New | 529 | $29K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 516 | $28K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 512 | $28K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -65.6% | 451 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $23K |
| AlphaMark Advisors, LLC | 0.01% | New | 400 | $22K |
| Aspire Private Capital, LLC | 0.01% | New | 385 | $21K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 315 | $17K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.3% | 309 | $17K |
| ORG Partners LLC | 0.00% | New | 301 | $16K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $16K |
| Hexagon Capital Partners LLC | 0.00% | No change | 300 | $16K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -54.3% | 300 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 264 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -34.6% | 257 | $14K |
| Syntrinsic LLC | 0.00% | No change | 224 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 215 | $12K |
| NFSG Corp | 0.00% | No change | 210 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 208 | $11K |
| Biltmore Family Office, LLC | 0.00% | New | 199 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 145 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -89.9% | 142 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $7K |
| National Bank of Canada | 0.00% | Reduce -33.8% | 106 | $6K |
| LRI Investments, LLC | 0.00% | No change | 107 | $6K |
| WR Wealth Planners, LLC | 0.00% | No change | 100 | $5K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -66.7% | 100 | $5K |
| Register Financial Advisors LLC | 0.00% | No change | 97 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $5K |
| Financial Connections Group, Inc. | 0.00% | New | 92 | $5K |
| Hershey Financial Advisers, LLC | 0.00% | — | 71 | $4K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 63 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $602 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.