First Trust Rising DividendRDVYETF
13F holders, Q3 2024 (September 30)572holders +32
48new positions
19sold out
5famous investors
$59.20avg. 13F price*
At the end of Q3 2024, 572 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 32 from Q2 2024. 48 opened new positions and 19 sold out. The largest holders were LPL Financial LLC ($1.2B), Morgan Stanley ($915.5M) and Wells Fargo & Company ($514.0M). 5 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $72.0M |
| Exits | 19 | $12.5M |
All 13F filers, Q2 2024 → Q3 2024: 9,018,085 shares bought and 2,206,069 shares sold, net +6,812,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| LPL Financial LLC | 0.54% | Add +4.9% | 20,326,430 | $1.2B |
| Morgan Stanley | 0.07% | Add +3.3% | 15,461,962 | $915.5M |
| Wells Fargo & Company | 0.13% | Reduce -0.9% | 8,680,772 | $514.0M |
| Raymond James Financial Services Advisors, Inc. | 0.55% | Add +2.3% | 7,027,474 | $416.1M |
| Bank of America Corp. | 0.03% | Add +7.3% | 5,419,467 | $320.9M |
| Commonwealth Equity Services, LLC | 0.47% | Add +12.9% | 5,230,868 | $309.7M |
| Ameriprise Financial Inc. | 0.07% | Add +4.9% | 4,718,658 | $279.4M |
| UBS Group AG | 0.07% | Add +2.1% | 4,229,850 | $250.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.7% | 3,265,270 | $193.3M |
| Royal Bank of Canada | 0.04% | Add +4.8% | 3,058,806 | $181.1M |
| Osaic Holdings, Inc. | 0.39% | Reduce -1.3% | 2,950,812 | $174.7M |
| Raymond James & Associates | 0.10% | Reduce -1.8% | 2,766,435 | $163.8M |
| Kestra Advisory Services, LLC | 0.83% | Reduce -0.7% | 2,526,165 | $149.6M |
| Cetera Investment Advisers | 0.33% | Add +0.9% | 2,518,932 | $149.1M |
| Cambridge Investment Research Advisors, Inc. | 0.42% | Add +8.2% | 2,088,306 | $123.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +7.0% | 1,994,278 | $118.1M |
| Stifel Financial Corp. | 0.10% | Add +2.2% | 1,675,769 | $99.2M |
| Private Advisor Group, LLC | 0.60% | Add +1.8% | 1,639,849 | $97.1M |
| HighTower Advisors, LLC | 0.11% | Add +47.3% | 1,267,282 | $75.0M |
| JPMorgan Chase & Co. | 0.01% | Add +135.8% | 1,128,835 | $66.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +12.2% | 1,114,743 | $66.0M |
| Csenge Advisory Group | 3.40% | Reduce -1.0% | 1,083,423 | $65.1M |
| MML Investors Services, LLC | 0.21% | Reduce -6.2% | 989,452 | $58.6M |
| Equitable Holdings, Inc. | 0.54% | Reduce -0.5% | 938,566 | $55.6M |
| Baird Financial Group, Inc. | 0.11% | Add +30.1% | 929,687 | $55.0M |
| Integrated Wealth Concepts LLC | 0.65% | Reduce -0.9% | 906,653 | $53.7M |
| Prospera Financial Services Inc | 1.35% | Add +3.0% | 890,380 | $52.7M |
| Truist Financial Corp. | 0.07% | Add +3.4% | 778,277 | $46.1M |
| NewEdge Advisors, LLC | 0.29% | Add +16.0% | 761,509 | $45.1M |
| Kestra Private Wealth Services, LLC | 0.75% | Reduce -0.9% | 692,072 | $41.0M |
| D.A. Davidson & Co. | 0.33% | Add +4.5% | 674,180 | $39.9M |
| RVW Wealth, LLC | 3.48% | Add +2.4% | 632,945 | $37.5M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -0.3% | 617,220 | $36.5M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -2.3% | 592,664 | $35.1M |
| Avantax Advisory Services, Inc. | 0.23% | Add +2.6% | 582,302 | $34.5M |
| Harbour Investments, Inc. | 0.94% | Reduce -2.4% | 529,708 | $31.4M |
| Affinity Wealth Management LLC | 5.52% | Add +1.3% | 525,929 | $31.1M |
| Ascension Capital Advisors, Inc. | 14.30% | Add +6.0% | 517,665 | $30.7M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -11.2% | 516,097 | $30.6M |
| Koshinski Asset Management, Inc. | 2.59% | Add +1.7% | 505,227 | $29.9M |
| Aptus Capital Advisors, LLC | 0.44% | Add +3.8% | 488,628 | $28.9M |
| Guardian Wealth Advisors, LLC / NC | 3.09% | Add +3.8% | 482,511 | $28.6M |
| Cwm, LLC | 0.12% | Add +9.8% | 480,651 | $28.5M |
| Financial Partners Group, Inc | 4.11% | Reduce -3.4% | 468,542 | $27.7M |
| Horizon Advisory Services, Inc. | 12.50% | Reduce -1.4% | 462,895 | $27.4M |
| Hobart Private Capital, LLC | 6.58% | Add +4.1% | 434,230 | $25.7M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +6.0% | 416,702 | $24.7M |
| Independent Financial Group, LLC | 0.89% | Add +4.0% | 406,679 | $24.1M |
| Sweet Financial Partners, LLC | 4.95% | Reduce -2.0% | 386,015 | $22.9M |
| Mariner, LLC | 0.04% | Add +10.8% | 384,230 | $22.8M |
| Blair William & Co. | 0.06% | Reduce -0.7% | 349,769 | $20.7M |
| Perennial Investment Advisors, LLC | 2.68% | Add +7.3% | 348,096 | $20.6M |
| Fifth Third Securities, Inc. | 1.91% | Reduce -11.5% | 340,308 | $20.1M |
| First Heartland Consultants, Inc. | 2.16% | Add +71.9% | 339,475 | $20.1M |
| Benjamin Edwards Inc. | 0.29% | Add +5198.7% | 336,786 | $19.9M |
| Western Wealth Management, LLC | 1.13% | Reduce -7.7% | 334,491 | $19.8M |
| US Bancorp \de | 0.03% | Add +5.4% | 334,077 | $19.8M |
| Crumly & Associates Inc. | 5.11% | Reduce -8.1% | 312,175 | $18.5M |
| Arax Advisory Partners | 1.64% | Add +24.7% | 310,484 | $18.4M |
| ABLE Financial Group, LLC | 5.53% | Reduce -18.9% | 302,126 | $17.9M |
| Key Client Fiduciary Advisors, LLC | 8.12% | Reduce -0.6% | 300,986 | $17.8M |
| Citigroup Inc. | 0.02% | Add +7.3% | 300,031 | $17.8M |
| Beacon Financial Group | 1.93% | Reduce -3.2% | 299,390 | $17.7M |
| Park National Corp. | 0.59% | Reduce -0.5% | 284,283 | $16.8M |
| Jaffetilchin Investment Partners, LLC | 1.27% | Reduce -3.1% | 282,970 | $16.8M |
| Good Life Advisors, LLC | 1.02% | Add +2.8% | 280,718 | $16.6M |
| Foundations Investment Advisors, LLC | 0.35% | Add +21.8% | 279,261 | $16.5M |
| Valmark Advisers, Inc. | 0.25% | Add +33.4% | 270,843 | $16.0M |
| Scarborough Advisors, LLC | 2.59% | Add +54.5% | 270,154 | $16.0M |
| Ergawealth Advisors, Inc. | 7.53% | Reduce -1.4% | 256,337 | $15.2M |
| IHT Wealth Management, LLC | 0.42% | Add +22.5% | 247,577 | $14.7M |
| Next Level Private LLC | 5.99% | Add +5.4% | 247,080 | $14.6M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.2% | 227,479 | $14.5M |
| Legacy Capital Wealth Partners, LLC | 2.80% | Add +24.8% | 242,768 | $14.0M |
| Pine Valley Investments Ltd Liability Co | 0.94% | Add +2.9% | 229,330 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.2% | 223,246 | $13.2M |
| Jones Financial Companies LLLP | 0.01% | Add +175.6% | 222,542 | $13.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -4.1% | 218,172 | $12.9M |
| Cedrus LLC | 4.78% | Add +28.5% | 217,793 | $12.9M |
| Spectrum Wealth Advisory Group, LLC | 6.95% | New | 209,292 | $12.4M |
| Aspire Capital Advisors LLC | 3.64% | Add +2.1% | 206,318 | $12.2M |
| Gladstone Institutional Advisory LLC | 0.60% | Add +2.2% | 206,165 | $12.2M |
| Traction Financial Partners, LLC | 9.51% | Reduce -11.2% | 204,634 | $12.1M |
| Silver Oak Securities, Incorporated | 1.27% | Add +6.1% | 204,727 | $12.1M |
| Howard Financial Services, LTD. | 1.72% | Add +4.8% | 201,210 | $11.9M |
| IFG Advisory, LLC | 0.75% | Reduce -0.5% | 197,922 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.8% | 197,317 | $11.7M |
| US Financial Advisors, LLC | 3.62% | Add +2.1% | 196,448 | $11.6M |
| Concurrent Investment Advisors, LLC | 0.34% | Add +1.5% | 194,520 | $11.5M |
| PFG Advisors | 0.70% | Add +2.9% | 187,487 | $11.1M |
| First Horizon Advisors, Inc. | 0.30% | Reduce -6.4% | 184,136 | $10.9M |
| Plotkin Financial Advisors, LLC | 6.23% | Reduce -1.4% | 175,935 | $10.4M |
| Sanchez Wealth Management Group | 3.13% | Reduce -1.7% | 173,706 | $10.3M |
| Naviter Wealth, LLC | 1.39% | Add +29.4% | 168,192 | $10.0M |
| Stratos Wealth Advisors, LLC | 0.45% | Add +4.3% | 163,765 | $9.7M |
| Wagner Wealth Management, LLC | 2.58% | Add +5.1% | 161,468 | $9.6M |
| Pinnacle Associates Ltd. | 0.15% | Reduce -4.6% | 175,449 | $9.1M |
| AJ Advisors, LLC | 4.60% | Add +1.4% | 151,628 | $9.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.3% | 149,226 | $8.8M |
| tru Independence LLC | 2.57% | Add +8.4% | 148,061 | $8.8M |
| Weitzel Financial Services, Inc. | 4.09% | Reduce -0.3% | 148,423 | $8.7M |
| Thoroughbred Financial Services, LLC | 0.55% | Add +7.1% | 143,504 | $8.5M |
| GSG Advisors LLC | 2.79% | Add +3.1% | 143,622 | $8.4M |
| Per Stirling Capital Management, LLC. | 1.17% | Add +0.4% | 141,899 | $8.4M |
| Mainsail Financial Group, LLC | 4.92% | Add +22.8% | 139,402 | $8.3M |
| ODonnell Financial Services, LLC | 3.36% | New | 139,643 | $8.3M |
| Sigma Planning Corp | 0.25% | Reduce -11.4% | 136,104 | $8.1M |
| POM Investment Strategies, LLC | 6.25% | Add +0.2% | 135,196 | $8.0M |
| Christopher J. Hasenberg, Inc | 3.29% | New | 135,142 | $8.0M |
| United Advisor Group, LLC | 1.79% | Add +8.3% | 134,080 | $7.9M |
| StoneX Group Inc. | 0.58% | Reduce -2.3% | 133,345 | $7.9M |
| Mach-1 Financial Group, LLC | 4.83% | Add +8.2% | 133,093 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Reduce -2.1% | 130,849 | $7.7M |
| KMG Fiduciary Partners, LLC | 0.67% | Add +402.2% | 130,792 | $7.7M |
| Bellevue Asset Management, LLC | 3.92% | Reduce -0.1% | 128,749 | $7.6M |
| Redhawk Wealth Advisors, Inc. | 1.09% | Add +22.4% | 128,336 | $7.6M |
| Denver Wealth Management, Inc. | 3.35% | Add +0.4% | 122,068 | $7.2M |
| Geneos Wealth Management Inc. | 0.28% | Add +16.0% | 122,065 | $7.2M |
| Consolidated Portfolio Review Corp | 1.58% | Add +1.4% | 119,716 | $7.1M |
| Global Retirement Partners, LLC | 0.21% | Add +21.8% | 119,189 | $7.1M |
| Integrity Financial Corp | 4.12% | Add +2.3% | 118,537 | $7.0M |
| Oppenheimer & Co. Inc. | 0.11% | Add +7.1% | 117,878 | $7.0M |
| Barnes Pettey Financial Advisors, LLC | 5.56% | Reduce -0.5% | 117,821 | $7.0M |
| Invst, LLC | 0.84% | Reduce -17.4% | 117,772 | $7.0M |
| Ameritas Advisory Services, LLC | 0.30% | Reduce -24.5% | 116,234 | $6.9M |
| International Assets Investment Management, LLC | 0.55% | Reduce -0.4% | 114,901 | $6.8M |
| Sovereign Financial Group, Inc. | 1.59% | Add +5.5% | 114,762 | $6.8M |
| Elios Financial Group Inc. | 3.11% | — | 113,687 | $6.7M |
| EWG Elevate Inc. | 2.64% | New | 110,890 | $6.6M |
| Kovack Advisors, Inc. | 0.68% | Add +2.8% | 108,919 | $6.4M |
| Rockport Wealth LLC | 1.72% | New | 108,831 | $6.4M |
| Triumph Capital Management | 2.29% | Add +5.4% | 108,652 | $6.4M |
| World Investment Advisors | 0.19% | Add +54.9% | 103,969 | $6.2M |
| Cottonwood Capital Advisors, LLC | 4.46% | Reduce -7.1% | 102,643 | $6.1M |
| HBW Advisory Services LLC | 0.89% | Add +138.4% | 102,639 | $6.1M |
| Asset Allocation Strategies LLC | 1.73% | Reduce -32.5% | 102,622 | $6.1M |
| Comerica Bank | 0.02% | Add +0.4% | 101,735 | $6.0M |
| HFG Advisors, Inc. | 5.33% | Add +7.0% | 101,709 | $6.0M |
| IFP Advisors, Inc | 0.21% | Add +3.0% | 97,173 | $5.8M |
| Arkadios Wealth Advisors | 0.33% | Add +35.9% | 96,911 | $5.7M |
| City Holding Co. | 0.79% | Add +21.2% | 96,220 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.1% | 95,621 | $5.7M |
| SMART Wealth LLC | 2.21% | Add +21.4% | 95,355 | $5.6M |
| Peak Planning Group, LLC | 2.46% | Add +14.5% | 94,875 | $5.6M |
| N.E.W. Advisory Services LLC | 0.55% | Add +202.2% | 94,719 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 94,800 | $5.6M |
| Beacon Financial Advisory LLC | 1.88% | Reduce -7.3% | 93,535 | $5.5M |
| Private Advisory Group LLC | 0.69% | Add +317.1% | 92,501 | $5.5M |
| Wedbush Securities Inc. | 0.20% | Add +9.6% | 92,482 | $5.5M |
| Daymark Wealth Partners, LLC | 0.23% | Add +9.0% | 92,077 | $5.5M |
| Cornerstone Wealth Management, LLC | 0.38% | Add +5.5% | 91,201 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Add +1.3% | 91,199 | $5.4M |
| Advance Capital Management, Inc. | 0.23% | Reduce -6.8% | 88,702 | $5.3M |
| Principal Securities, Inc. | 0.13% | Reduce -1.7% | 88,597 | $5.2M |
| &partners | 0.10% | Add +131.7% | 87,628 | $5.2M |
| ORBA Wealth Advisors, L.L.C. | 2.57% | Reduce -3.0% | 85,664 | $5.1M |
| RFG Advisory, LLC | 0.15% | Reduce -36.7% | 84,383 | $5.0M |
| Spire Wealth Management | 0.17% | Add +4.5% | 84,143 | $5.0M |
| Genesee Capital Advisors, LLC | 2.29% | Reduce -3.3% | 80,451 | $4.8M |
| Axxcess Wealth Management, LLC | 0.12% | Add +22.4% | 80,020 | $4.7M |
| Cozad Asset Management Inc. | 0.45% | Add +3.0% | 79,498 | $4.7M |
| BlueChip Wealth Advisors LLC | 2.46% | Reduce -2.4% | 79,331 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.25% | Add +3.6% | 76,595 | $4.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +6.1% | 75,996 | $4.5M |
| Global Assets Advisory, LLC | 2.39% | New | 74,381 | $4.4M |
| Stegent Equity Advisors, Inc. | 4.80% | Reduce -21.8% | 73,392 | $4.3M |
| Lanark Financial, Inc. | 0.36% | Reduce -4.8% | 73,079 | $4.3M |
| Shelton Wealth Management, LLC | 2.45% | Reduce -12.9% | 73,024 | $4.3M |
| Financial Advocates Investment Management | 0.24% | Reduce -2.2% | 72,496 | $4.3M |
| Gateway Wealth Partners, LLC | 1.18% | Reduce -6.5% | 72,164 | $4.3M |
| Wealthcare Advisory Partners LLC | 0.12% | Add +61.6% | 71,827 | $4.3M |
| TruWealth Advisors, LLC | 0.26% | Reduce -0.2% | 70,439 | $4.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | Add +1.8% | 69,970 | $4.1M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +2.0% | 69,797 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.7% | 68,390 | $4.0M |
| Perigon Wealth Management, LLC | 0.11% | Add +9.7% | 66,705 | $3.9M |
| Titleist Asset Management, LLC | 0.57% | Add +11.9% | 66,560 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -1.7% | 65,986 | $3.9M |
| Harvest Investment Services, LLC | 1.25% | Add +5.7% | 65,928 | $3.9M |
| Braun-Bostich & Associates Inc. | 2.63% | Add +24.5% | 63,788 | $3.8M |
| Wolf Group Capital Advisors | 1.78% | Reduce -7.5% | 79,659 | $3.8M |
| Claro Advisors Inc. | 0.48% | Add +29.3% | 62,771 | $3.7M |
| Proactive Wealth Strategies LLC | 2.06% | — | 62,554 | $3.7M |
| Mattern Wealth Management LLC | 0.80% | No change | 61,401 | $3.6M |
| Beck Bode, LLC | 0.68% | Reduce -30.7% | 61,277 | $3.6M |
| Capital Asset Advisory Services LLC | 0.18% | Add +2.9% | 61,502 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.31% | New | 61,164 | $3.6M |
| NewEdge Wealth, LLC | 0.06% | Reduce -1.9% | 60,571 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -20.4% | 60,236 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -27.8% | 59,553 | $3.5M |
| WealthCare Investment Partners, LLC | 1.54% | Add +0.7% | 59,316 | $3.5M |
| Flagstar Securities, Inc. | 0.88% | Add +4.9% | 58,423 | $3.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.52% | Add +89.7% | 57,786 | $3.4M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +5.9% | 57,114 | $3.4M |
| Lineweaver Wealth Advisors, LLC | 0.64% | Reduce -1.1% | 56,676 | $3.4M |
| San Luis Wealth Advisors LLC | 0.69% | Add +14.2% | 56,304 | $3.3M |
| ORG Partners LLC | 0.54% | Add +18589.0% | 56,254 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.07% | Add +12.4% | 56,035 | $3.3M |
| GPS Wealth Strategies Group, LLC | 0.44% | Add +23.3% | 55,817 | $3.3M |
| Main Street Financial Solutions, LLC | 0.30% | Reduce -3.6% | 55,847 | $3.3M |
| Alliance Wealth Advisors, LLC | 1.86% | Add +3.4% | 54,680 | $3.2M |
| Family Manage LLC | 0.54% | New | 54,679 | $3.2M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -6.1% | 53,858 | $3.2M |
| Focus Financial Network, Inc. | 0.13% | Add +0.3% | 53,143 | $3.1M |
| Walkner Condon Financial Advisors LLC | 0.64% | Reduce -49.3% | 52,638 | $3.1M |
| TBH Global Asset Management, LLC | 0.68% | Reduce -46.0% | 52,518 | $3.1M |
| L.M. Kohn & Company | 0.78% | Reduce -9.8% | 52,069 | $3.1M |
| Mutual Advisors, LLC | 0.09% | Reduce -2.9% | 51,784 | $3.1M |
| Willner & Heller, LLC | 2.74% | Add +5.9% | 51,915 | $3.1M |
| Arvest Investments, Inc. | 0.46% | Add +12.3% | 51,686 | $3.1M |
| Southland Equity Partners LLC | 0.74% | Add +116.3% | 51,573 | $3.1M |
| Purus Wealth Management, LLC | 1.29% | Reduce -0.0% | 51,461 | $3.0M |
| Raymond James Trust N.A. | 0.07% | Reduce -1.4% | 51,209 | $3.0M |
| Founders Financial Securities LLC | 0.28% | Add +4.0% | 50,734 | $3.0M |
| DAVENPORT & Co LLC | 0.02% | Add +5.8% | 50,613 | $3.0M |
| Northwest Financial Advisors | 2.37% | Reduce -8.7% | 50,283 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -9.8% | 48,861 | $2.9M |
| Goldstone Financial Group, LLC | 0.50% | Add +10.0% | 48,137 | $2.9M |
| Certified Advisory Corp | 0.31% | Add +13.1% | 47,775 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.22% | Reduce -1.4% | 47,588 | $2.8M |
| Flow Traders U.S. LLC | 0.14% | New | 47,514 | $2.8M |
| Visionary Wealth Advisors | 0.17% | New | 47,017 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -31.8% | 46,897 | $2.8M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -31.8% | 46,897 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -1.1% | 46,866 | $2.8M |
| Davis Investment Partners, LLC | 1.15% | Reduce -2.4% | 46,650 | $2.7M |
| Level Four Advisory Services, LLC | 0.12% | Reduce -0.9% | 46,445 | $2.7M |
| Stephens Inc. | 0.04% | Add +1.0% | 46,209 | $2.7M |
| Accel Wealth Management | 1.00% | Add +2.9% | 45,545 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -45.0% | 45,375 | $2.7M |
| World Equity Group, Inc. | 0.96% | Add +15.7% | 44,992 | $2.7M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +5.7% | 44,960 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.62% | Add +1.6% | 44,401 | $2.6M |
| CreativeOne Wealth, LLC | 0.09% | Add +295.6% | 44,098 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -7.5% | 43,011 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.21% | Add +1.7% | 43,267 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +25.4% | 43,044 | $2.5M |
| TCFG Wealth Management, LLC | 1.27% | — | 42,511 | $2.5M |
| Advisory Alpha, LLC | 0.09% | Reduce -6.7% | 42,463 | $2.5M |
| Concourse Financial Group Securities, Inc. | 0.15% | Reduce -7.1% | 42,341 | $2.5M |
| Gallagher Fiduciary Advisors, LLC | 0.48% | Add +0.1% | 39,894 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -13.2% | 39,821 | $2.3M |
| EPG Wealth Management LLC | 0.58% | Add +0.0% | 38,900 | $2.3M |
| Keystone Financial Group | 0.30% | New | 38,862 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Add +2.5% | 38,566 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -25.0% | 37,653 | $2.2M |
| SteelPeak Wealth, LLC | 0.10% | Add +1.6% | 37,239 | $2.2M |
| Secure Asset Management, LLC | 0.37% | Add +42.5% | 37,004 | $2.2M |
| EdgeRock Capital LLC | 1.53% | Add +68.6% | 36,869 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Add +0.8% | 36,828 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +2.5% | 36,036 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.22% | Add +7.4% | 35,974 | $2.1M |
| Mgo One Seven LLC | 0.09% | Add +4.4% | 35,590 | $2.1M |
| Sandy Spring Bank | 0.08% | Add +7.4% | 34,842 | $2.1M |
| MTM Investment Management, LLC | 0.80% | Reduce -0.4% | 34,484 | $2.1M |
| Wealth Effects LLC | 0.72% | Reduce -0.3% | 34,630 | $2.1M |
| Apexium Financial, LP | 0.13% | Reduce -1.8% | 34,531 | $2.0M |
| TrueWealth Advisors, LLC | 0.68% | Add +22.4% | 34,245 | $2.0M |
| Objective Capital Management, LLC | 1.18% | — | 34,026 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | Add +298.1% | 33,313 | $2.0M |
| Twin Peaks Wealth Advisors, LLC | 0.89% | Add +7.3% | 32,661 | $1.9M |
| Trivium Point Advisory, LLC | 0.26% | Add +29.3% | 30,007 | $1.9M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.50% | Add +27.6% | 30,301 | $1.8M |
| Barrett & Company, Inc. | 0.78% | Add +1.0% | 30,293 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 31,739 | $1.7M |
| Root Financial Partners, LLC | 0.27% | Reduce -4.6% | 29,016 | $1.7M |
| Larson Financial Group LLC | 0.10% | Add +15.6% | 28,457 | $1.7M |
| Lion Street Advisors, LLC | 0.57% | Reduce -6.8% | 27,572 | $1.6M |
| Intrua Financial, LLC | 0.26% | Reduce -36.2% | 27,466 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.64% | Add +1.6% | 27,184 | $1.6M |
| Prism Advisors, Inc. | 0.46% | Add +15.5% | 26,920 | $1.6M |
| AdvisorNet Financial, Inc | 0.12% | Add +40.1% | 26,706 | $1.6M |
| Flaharty Asset Management, LLC | 0.22% | Reduce -10.2% | 26,373 | $1.6M |
| American Financial Advisors, LLC | 0.21% | Add +0.6% | 26,134 | $1.5M |
| Darwin Wealth Management, LLC | 0.42% | New | 25,555 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.50% | Add +1.2% | 25,319 | $1.5M |
| Econ Financial Services Corp | 0.83% | Add +38.8% | 25,149 | $1.5M |
| PCG Wealth Advisors, LLC | 0.56% | Add +29.6% | 24,670 | $1.5M |
| Avior Wealth Management, LLC | 0.06% | Reduce -17.4% | 24,262 | $1.4M |
| Aveo Capital Partners, LLC | 0.15% | Reduce -30.9% | 24,149 | $1.4M |
| TFB Advisors LLC | 0.42% | Reduce -8.9% | 23,747 | $1.4M |
| Coppell Advisory Solutions LLC | 0.21% | Reduce -66.4% | 23,741 | $1.4M |
| FMR LLC | 0.00% | Add +13.8% | 23,339 | $1.4M |
| Herold Advisors, Inc. | 0.30% | Add +3.1% | 23,193 | $1.4M |
| Elevated Capital Advisors, LLC | 0.36% | Reduce -0.9% | 23,085 | $1.4M |
| Owen LaRue, LLC | 0.73% | Reduce -16.5% | 23,060 | $1.4M |
| Insigneo Advisory Services, LLC | 0.14% | Add +19.9% | 22,989 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +310.8% | 22,896 | $1.4M |
| Regatta Capital Group, LLC | 0.26% | Reduce -83.7% | 22,695 | $1.3M |
| Pitti Group Wealth Management, LLC | 1.46% | No change | 25,906 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.67% | Add +11.5% | 22,555 | $1.3M |
| TD Capital Management LLC | 0.13% | Reduce -6.2% | 21,984 | $1.3M |
| Tidemark, LLC | 0.53% | Reduce -21.5% | 21,885 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Reduce -16.6% | 21,771 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -62.6% | 21,575 | $1.3M |
| Ellsworth Advisors, LLC | 0.32% | Add +1.6% | 21,053 | $1.2M |
| Private Trust Co. NA | 0.12% | Add +6.9% | 20,883 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -3.4% | 20,837 | $1.2M |
| Atlas Wealth LLC | 0.79% | Add +283.1% | 20,808 | $1.2M |
| Bank of Montreal | 0.00% | Add +3584.3% | 20,853 | $1.2M |
| Family Capital Management, Inc. | 0.78% | Reduce -2.4% | 20,414 | $1.2M |
| Betterment LLC | 0.00% | Add +8.1% | 20,240 | $1.2M |
| Woodward Diversified Capital, LLC | 0.74% | Reduce -11.7% | 19,677 | $1.2M |
| Sequent Planning LLC | 0.40% | Add +9.5% | 19,658 | $1.2M |
| Walker Asset Management, LLC | 0.72% | Reduce -4.8% | 19,621 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -12.7% | 19,479 | $1.2M |
| L & S Advisors Inc | 0.13% | Add +1.0% | 19,350 | $1.1M |
| Personal Cfo Solutions, LLC | 0.16% | Add +3.7% | 19,111 | $1.1M |
| Opinicus Capital, Inc. | 0.90% | Reduce -0.9% | 18,936 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +5.0% | 18,803 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Add +1.8% | 18,762 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.45% | Add +7.9% | 18,576 | $1.1M |
| Stonebridge Financial Planning Group, LLC | 0.52% | Add +4.0% | 18,336 | $1.1M |
| Aurora Private Wealth, Inc. | 0.85% | Add +1.2% | 18,272 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +394.1% | 18,237 | $1.1M |
| Atlas Private Wealth Advisors | 0.16% | Reduce -1.5% | 18,066 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -5.1% | 17,875 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.31% | Reduce -1.7% | 17,792 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.51% | Reduce -8.9% | 17,751 | $1.1M |
| Smith, Moore & Co. | 0.10% | Add +18.4% | 17,649 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.16% | Reduce -1.8% | 17,642 | $1.0M |
| Ignite Planners, LLC | 0.23% | Add +10.2% | 17,146 | $1.0M |
| Creative Financial Designs Inc. | 0.08% | Add +153.7% | 16,968 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +31.6% | 16,814 | $996K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +12.4% | 16,630 | $985K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -5.3% | 16,601 | $983K |
| Panoramic Investment Advisors, LLC | 0.68% | — | 16,566 | $981K |
| Perissos Private Wealth Management, LLC | 0.78% | Add +5.9% | 16,436 | $973K |
| Tranquility Partners, LLC | 0.34% | Add +0.8% | 15,911 | $942K |
| Clarity Capital Partners LLC | 0.55% | Add +8.3% | 15,682 | $929K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.0% | 15,606 | $924K |
| Platform Technology Partners | 0.29% | Add +21.9% | 15,466 | $916K |
| Renaissance Technologies | 0.00% | Add +16.9% | 15,200 | $900K |
| Onyx Bridge Wealth Group LLC | 0.14% | Reduce -6.1% | 15,140 | $896K |
| Spreng Capital Management, Inc. | 0.42% | Reduce -29.4% | 15,002 | $888K |
| Fsa Wealth Partners, Inc. | 0.21% | Add +1.2% | 14,883 | $881K |
| MAI Capital Management | 0.01% | Add +22.0% | 14,715 | $871K |
| Belpointe Asset Management LLC | 0.05% | Add +0.0% | 14,659 | $868K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -0.8% | 14,495 | $860K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.30% | Reduce -5.1% | 14,048 | $832K |
| Private Portfolio Partners LLC | 0.16% | Reduce -5.8% | 14,025 | $830K |
| Pinnacle Family Advisors, LLC | 0.43% | Add +3.7% | 13,989 | $828K |
| NBT Bank, N.A. | 0.06% | Reduce -8.3% | 13,978 | $828K |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -14.6% | 13,621 | $807K |
| Savvy Advisors, Inc. | 0.16% | Add +0.2% | 13,585 | $804K |
| Simplicity Wealth,LLC | 0.07% | Reduce -31.7% | 13,566 | $803K |
| Chris Bulman Inc | 0.54% | New | 13,478 | $798K |
| Cerity Partners LLC | 0.00% | Reduce -27.8% | 13,415 | $794K |
| Petix & Botte Co | 0.21% | No change | 13,338 | $790K |
| GTS Securities LLC | 0.02% | New | 13,319 | $789K |
| Zions Bancorporation, N.A. | 0.06% | No change | 13,200 | $782K |
| Waterfront Wealth Inc. | 0.19% | Add +15.2% | 12,978 | $774K |
| Kapstone Financial Advisors LLC | 0.47% | No change | 13,014 | $767K |
| Compound Planning, Inc. | 0.05% | Add +8.3% | 12,896 | $764K |
| Tudor Investment Corporation | 0.01% | Reduce -10.3% | 12,888 | $763K |
| HBK Sorce Advisory LLC | 0.02% | Add +2.0% | 12,774 | $756K |
| Barometer Capital Management Inc. | 0.21% | Reduce -18.4% | 12,420 | $735K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -3.0% | 12,367 | $732K |
| Clarus Wealth Advisors | 0.37% | Reduce -1.8% | 12,274 | $725K |
| Krilogy Financial LLC | 0.05% | Add +6.8% | 12,127 | $718K |
| Maia Wealth LLC | 0.18% | New | 12,060 | $717K |
| Merkkuri Wealth Advisors LLC | 0.56% | Reduce -2.5% | 12,074 | $715K |
| Paragon Private Wealth Management, LLC | 0.35% | Add +0.7% | 12,070 | $715K |
| Trueblood Wealth Management, LLC | 0.36% | Add +56.3% | 12,066 | $714K |
| Castle Rock Wealth Management, LLC | 0.17% | Reduce -76.5% | 12,022 | $712K |
| Prosperity Consulting Group, LLC | 0.06% | New | 11,947 | $707K |
| AQR Capital Management | 0.00% | Add +177.9% | 11,875 | $703K |
| ProVise Management Group, LLC | 0.06% | Add +28.1% | 11,767 | $697K |
| Dagco, Inc. | 0.28% | No change | 11,699 | $693K |
| SFG Wealth Management, LLC. | 0.35% | Add +6.5% | 11,270 | $667K |
| REAP Financial Group, LLC | 0.16% | Reduce -13.6% | 11,146 | $660K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.2% | 11,140 | $660K |
| Continuum Advisory, LLC | 0.08% | Add +108.3% | 10,416 | $651K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | No change | 10,976 | $650K |
| Creekmur Asset Management LLC | 0.15% | Reduce -2.0% | 10,844 | $642K |
| Choreo, LLC | 0.01% | Add +1.6% | 10,697 | $628K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +14.2% | 10,582 | $627K |
| Cibc World Market Inc. | 0.00% | No change | 10,562 | $625K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $623K |
| Delta Investment Management, LLC | 0.13% | Add +23.2% | 10,476 | $620K |
| Lynch & Associates | 0.12% | Add +15.2% | 9,879 | $585K |
| Capital Analysts, LLC | 0.02% | Reduce -0.3% | 9,844 | $583K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -29.1% | 9,463 | $560K |
| Hibernia Wealth Partners, LLC | 0.19% | New | 9,423 | $558K |
| LaSalle St. Investment Advisors, LLC | 0.22% | New | 9,353 | $553K |
| Castleview Partners, LLC | 0.31% | Add +5.9% | 9,152 | $542K |
| Integrated Advisors Network LLC | 0.03% | Reduce -4.5% | 9,059 | $536K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 9,013 | $534K |
| Money Concepts Capital Corp. | 0.04% | Reduce -6.8% | 8,976 | $531K |
| Greenwich Wealth Management LLC | 0.04% | Add +10.6% | 8,888 | $526K |
| Synovus Financial Corp. | 0.01% | Add +56.9% | 8,612 | $510K |
| Forte Capital LLC | 0.06% | Add +18.9% | 8,205 | $486K |
| National Wealth Management Group, LLC | 0.32% | Add +80.3% | 8,041 | $476K |
| Principle Wealth Partners LLC | 0.03% | Reduce -6.0% | 7,705 | $456K |
| LVZ, Inc. | 0.06% | Reduce -1.8% | 7,699 | $456K |
| Sunbelt Securities, Inc. | 0.04% | Add +29.8% | 7,628 | $452K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.8% | 7,496 | $444K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 7,455 | $441K |
| PFG Investments, LLC | 0.03% | Add +4.0% | 7,426 | $440K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 7,292 | $432K |
| WealthBridge Capital Management, LLC | 0.12% | Add +1.0% | 7,243 | $429K |
| Red Door Wealth Management, LLC | 0.07% | Add +11.8% | 7,046 | $417K |
| Kowal Investment Group, LLC | 0.08% | Add +0.3% | 6,996 | $414K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.8% | 6,844 | $405K |
| FWG Holdings, LLC | 0.20% | Add +0.1% | 6,722 | $403K |
| 1776 Wealth LLC | 0.18% | Reduce -8.2% | 6,785 | $402K |
| Old Port Advisors | 0.11% | No change | 6,728 | $398K |
| Full Sail Capital, LLC | 0.03% | No change | 6,645 | $393K |
| WealthTrust Asset Management, LLC | 0.29% | Add +6.8% | 6,627 | $392K |
| JFG Wealth Management, LLC | 0.11% | New | 6,591 | $390K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -15.0% | 6,439 | $381K |
| VitalStone Financial, LLC | 0.26% | Add +2.3% | 6,430 | $381K |
| Strategy Asset Managers LLC | 0.07% | Add +22.9% | 6,429 | $381K |
| Clark Capital Management Group, Inc. | 0.00% | Add +17.2% | 6,400 | $379K |
| Woodmont Investment Counsel LLC | 0.03% | Add +61.5% | 6,362 | $377K |
| Citizens Financial Group Inc. | 0.01% | Add +0.5% | 6,345 | $376K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +23.3% | 6,310 | $374K |
| GeoWealth Management, LLC | 0.01% | Reduce -50.6% | 6,226 | $369K |
| Westside Investment Management, Inc. | 0.08% | No change | 6,171 | $365K |
| Centaurus Financial, Inc. | 0.02% | Reduce -18.6% | 6,151 | $364K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $362K |
| Presidio Capital Management, LLC | 0.22% | Reduce -18.8% | 5,942 | $352K |
| Pacific Sun Financial Corp | 0.19% | Reduce -6.3% | 5,920 | $351K |
| Goldstein Advisors, LLC | 0.05% | Reduce -2.2% | 5,859 | $347K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -2.8% | 5,819 | $345K |
| Hilltop Holdings Inc. | 0.02% | Reduce -57.8% | 5,760 | $341K |
| Zullo Investment Group, Inc. | 0.14% | Reduce -38.6% | 5,684 | $337K |
| Summit Wealth Partners, LLC | 0.06% | New | 5,641 | $334K |
| Laraway Financial Advisors Inc | 0.26% | Reduce -1.6% | 5,576 | $330K |
| KPP Advisory Services LLC | 0.08% | Reduce -65.4% | 5,564 | $329K |
| Independent Wealth Network Inc. | 0.14% | Reduce -0.1% | 5,451 | $323K |
| Legacy Investment Solutions, LLC | 0.20% | — | 5,145 | $323K |
| Legacy Wealth Managment, LLC | 0.20% | — | 5,145 | $323K |
| Navis Wealth Advisors, LLC | 0.35% | Add +0.1% | 5,434 | $322K |
| Bison Wealth, LLC | 0.05% | Reduce -52.9% | 5,372 | $318K |
| Founders Financial Alliance, LLC | 0.09% | Reduce -0.6% | 5,337 | $316K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,326 | $315K |
| Realta Investment Advisors | 0.14% | Reduce -67.8% | 5,178 | $314K |
| Bleakley Financial Group, LLC | 0.01% | No change | 5,278 | $313K |
| Bar Harbor Wealth Management | 0.02% | Reduce -0.3% | 5,258 | $311K |
| LifePro Asset Management | 0.19% | Reduce -6.7% | 5,236 | $310K |
| Trexquant Investment LP | 0.00% | Reduce -68.2% | 5,198 | $308K |
| Ethos Financial Group, LLC | 0.05% | Add +2.8% | 5,127 | $304K |
| Sequent Asset Management, LLC | 0.15% | No change | 5,042 | $299K |
| Iams Wealth Management, LLC | 0.15% | Reduce -79.6% | 5,023 | $297K |
| Florida Financial Advisors, LLC | 0.15% | Reduce -26.2% | 5,026 | $297K |
| Faithward Advisors, LLC | 0.05% | New | 4,978 | $295K |
| Keystone Wealth Services, LLC | 0.08% | Add +13.6% | 4,958 | $294K |
| FinTrust Capital Advisors, LLC | 0.05% | No change | 4,903 | $290K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.9% | 4,889 | $289K |
| Xcel Wealth Management, LLC | 0.08% | No change | 4,845 | $287K |
| Concorde Asset Management, LLC | 0.16% | Reduce -20.3% | 4,829 | $286K |
| Tucker Asset Management LLC | 0.07% | Reduce -16.0% | 4,805 | $285K |
| Assetmark, Inc. | 0.00% | Reduce -91.4% | 4,767 | $282K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +12.4% | 4,750 | $281K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -1.3% | 4,693 | $278K |
| CPC Advisors, LLC | 0.04% | Reduce -84.0% | 4,686 | $277K |
| Nwam LLC | 0.02% | New | 4,683 | $277K |
| Fee-Only Financial Planning, L.C. | 0.18% | Reduce -6.1% | 4,635 | $274K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -12.7% | 4,630 | $273K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,600 | $272K |
| Moors & Cabot, Inc. | 0.01% | New | 4,575 | $271K |
| Wills Financial Group, Inc. | 0.11% | Add +4.9% | 4,544 | $269K |
| Schrum Private Wealth Management LLC | 0.14% | New | 4,476 | $265K |
| Covenant Asset Management, LLC | 0.06% | New | 4,459 | $264K |
| Frisch Financial Group, Inc. | 0.08% | Reduce -37.8% | 4,405 | $261K |
| Bank of New York Mellon Corp | 0.00% | Reduce -90.2% | 4,400 | $261K |
| Private Client Services, LLC | 0.14% | New | 4,388 | $260K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -0.1% | 4,380 | $259K |
| Capital Square, LLC | 0.16% | Reduce -18.3% | 4,319 | $256K |
| Tyler-Stone Wealth Management | 0.05% | Add +100.7% | 4,297 | $254K |
| Fisher Asset Management | 0.00% | New | 4,183 | $248K |
| Captrust Financial Advisors | 0.00% | New | 4,178 | $247K |
| Element Wealth, LLC | 0.13% | Reduce -0.3% | 4,163 | $246K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.1% | 4,126 | $244K |
| Avestar Capital, LLC | 0.03% | New | 4,100 | $243K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $239K |
| Forum Private Client Group LLC | 0.11% | Reduce -0.1% | 4,019 | $238K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,987 | $236K |
| FCG Investment Co | 0.15% | New | 3,936 | $233K |
| GAMMA Investing LLC | 0.02% | No change | 3,921 | $232K |
| MBE Wealth Management, LLC | 0.13% | No change | 3,894 | $231K |
| Executive Wealth Management, LLC | 0.02% | New | 3,881 | $230K |
| GDS Wealth Management | 0.02% | Reduce -0.0% | 3,877 | $230K |
| First Financial Bankshares Inc | 0.00% | New | 3,874 | $229K |
| Altus Wealth Group LLC | 0.10% | New | 3,832 | $227K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -18.6% | 3,789 | $224K |
| SkyOak Wealth, LLC | 0.05% | Reduce -1.8% | 3,733 | $221K |
| Cutter & CO Brokerage, Inc. | 0.05% | New | 3,721 | $220K |
| Creative Planning | 0.00% | Reduce -21.8% | 3,713 | $220K |
| SignalPoint Asset Management, LLC | 0.05% | Reduce -44.8% | 3,720 | $219K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $219K |
| Composition Wealth, LLC | 0.01% | New | 3,690 | $218K |
| Sensible Money, LLC | 0.09% | No change | 3,665 | $217K |
| Asset Dedication, LLC | 0.01% | No change | 3,665 | $217K |
| Park Avenue Securities LLC | 0.00% | Reduce -75.9% | 3,661 | $217K |
| Power Wealth Management LLC | 0.09% | New | 3,550 | $210K |
| Gentry Private Wealth, LLC | 0.17% | New | 3,546 | $210K |
| Hofer & Associates. Inc | 0.14% | New | 3,516 | $208K |
| Centennial Wealth Advisory LLC | 0.08% | New | 3,418 | $202K |
| Quantum Private Wealth, LLC | 0.07% | Reduce -10.8% | 3,397 | $201K |
| Centennial Bank | 0.08% | No change | 3,000 | $178K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $167K |
| Russell Investments Group, Ltd. | 0.00% | Add +35.8% | 2,778 | $164K |
| Clear Point Advisors Inc. | 0.12% | Add +0.2% | 2,521 | $149K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -20.6% | 2,498 | $148K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,494 | $148K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +34.8% | 2,191 | $130K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +3.7% | 2,116 | $125K |
| TruNorth Capital Management, LLC | 0.04% | No change | 2,108 | $125K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,062 | $122K |
| Signaturefd, LLC | 0.00% | Reduce -0.5% | 1,958 | $116K |
| MidAtlantic Capital Management, Inc. | 0.08% | Add +10.1% | 1,945 | $115K |
| Financial Network Wealth Advisors LLC | 0.09% | Add +273.4% | 1,927 | $114K |
| Wintrust Investments LLC | 0.08% | Reduce -89.7% | 1,836 | $108K |
| Venturi Wealth Management, LLC | 0.01% | New | 1,767 | $105K |
| Bessemer Group Inc. | 0.00% | Reduce -57.4% | 1,759 | $104K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,750 | $104K |
| Main Street Group, LTD | 0.05% | Reduce -1.7% | 1,719 | $102K |
| Bokf, NA | 0.00% | No change | 1,704 | $100K |
| Crewe Advisors LLC | 0.01% | Add +12.5% | 1,635 | $97K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -11.1% | 1,600 | $95K |
| NFSG Corp | 0.03% | Add +476.2% | 1,210 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,210 | $72K |
| PSI Advisors, LLC | 0.02% | No change | 1,120 | $66K |
| Ancora Advisors LLC | 0.00% | No change | 1,024 | $61K |
| Key Financial Inc | 0.01% | No change | 969 | $57K |
| Wiser Advisor Group LLC | 0.08% | Add +0.3% | 905 | $54K |
| MCF Advisors LLC | 0.00% | No change | 837 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 765 | $45K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.8% | 746 | $45K |
| Toth Financial Advisory Corp. | 0.01% | No change | 750 | $44K |
| WR Wealth Planners, LLC | 0.01% | Add +631.0% | 731 | $43K |
| CENTRAL TRUST Co | 0.00% | No change | 650 | $38K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $36K |
| WealthShield Partners, LLC | 0.00% | No change | 600 | $36K |
| Kings Path Partners LLC | 0.01% | No change | 558 | $33K |
| Archer Investment Corp | 0.01% | Add +0.2% | 543 | $32K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 512 | $30K |
| Oarsman Capital, Inc. | 0.01% | New | 500 | $30K |
| First Command Advisory Services, Inc. | 0.00% | New | 475 | $28K |
| Mather Group, Llc. | 0.00% | Reduce -67.6% | 466 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $25K |
| Headlands Technologies LLC | 0.00% | Reduce -22.0% | 414 | $25K |
| AlphaMark Advisors, LLC | 0.01% | No change | 400 | $24K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.9% | 335 | $20K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -27.5% | 327 | $19K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 315 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.7% | 311 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $18K |
| Hexagon Capital Partners LLC | 0.00% | No change | 300 | $18K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 292 | $17K |
| Kennebec Savings Bank | 0.02% | — | 275 | $16K |
| Wolff Wiese Magana LLC | 0.01% | New | 263 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 257 | $15K |
| Syntrinsic LLC | 0.00% | No change | 224 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 208 | $12K |
| Caitlin John, LLC | 0.01% | Reduce -64.4% | 192 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $12K |
| Bangor Savings Bank | 0.00% | New | 155 | $9K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 150 | $9K |
| Talon Private Wealth, LLC | 0.00% | — | 135 | $8K |
| Register Financial Advisors LLC | 0.00% | Add +34.0% | 130 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $7K |
| LRI Investments, LLC | 0.00% | No change | 107 | $7K |
| Morse Asset Management, Inc | 0.00% | New | 109 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 100 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -67.7% | 97 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $651 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.