First Trust Rising DividendRDVYETF
13F holders, Q4 2024 (December 31)652holders +80
47new positions
33sold out
3famous investors
$59.16avg. 13F price*
At the end of Q4 2024, 652 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 80 from Q3 2024. 47 opened new positions and 33 sold out. The largest holders were LPL Financial LLC ($1.3B), Morgan Stanley ($960.6M) and Raymond James Financial Inc. ($593.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $58.6M |
| Exits | 33 | $20.5M |
All 13F filers, Q3 2024 → Q4 2024: 10,493,062 shares bought and 2,313,494 shares sold, net +8,179,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 652 holders
| LPL Financial LLC | 0.51% | Add +4.8% | 21,307,144 | $1.3B |
| Morgan Stanley | 0.07% | Add +5.0% | 16,242,132 | $960.6M |
| Raymond James Financial Inc. | 0.22% | — | 10,031,147 | $593.2M |
| Wells Fargo & Company | 0.13% | Add +3.8% | 9,008,501 | $532.8M |
| Ameriprise Financial Inc. | 0.09% | Add +30.0% | 6,135,682 | $362.8M |
| Commonwealth Equity Services, LLC | 0.49% | Add +7.8% | 5,640,003 | $333.6M |
| Bank of America Corp. | 0.03% | Add +2.8% | 5,572,635 | $329.6M |
| UBS Group AG | 0.06% | Add +8.3% | 4,580,297 | $270.9M |
| Royal Bank of Canada | 0.04% | Add +11.3% | 3,403,022 | $201.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.5% | 3,086,696 | $182.5M |
| Osaic Holdings, Inc. | 0.35% | Reduce -11.0% | 2,626,532 | $155.4M |
| Kestra Advisory Services, LLC | 0.84% | Add +1.9% | 2,572,894 | $152.2M |
| Cetera Investment Advisers | 0.30% | Reduce -2.3% | 2,460,298 | $145.5M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +8.1% | 2,257,151 | $133.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.6% | 2,085,798 | $123.4M |
| Private Advisor Group, LLC | 0.61% | Add +11.9% | 1,835,062 | $108.5M |
| Stifel Financial Corp. | 0.11% | Add +5.0% | 1,759,159 | $104.0M |
| JPMorgan Chase & Co. | 0.01% | Add +27.1% | 1,434,410 | $84.8M |
| HighTower Advisors, LLC | 0.11% | Add +4.2% | 1,320,075 | $78.1M |
| PNC Financial Services Group, Inc. | 0.05% | Add +6.3% | 1,185,165 | $70.1M |
| Csenge Advisory Group | 3.58% | Add +3.0% | 1,115,963 | $66.0M |
| MML Investors Services, LLC | 0.21% | Add +2.8% | 1,017,213 | $60.2M |
| Equitable Holdings, Inc. | 0.52% | Reduce -1.3% | 926,838 | $54.8M |
| Baird Financial Group, Inc. | 0.10% | Reduce -0.5% | 924,983 | $54.7M |
| Integrated Wealth Concepts LLC | 0.63% | Add +0.9% | 914,721 | $54.1M |
| Prospera Financial Services Inc | 1.19% | Reduce -3.4% | 860,075 | $50.9M |
| Cwm, LLC | 0.21% | Add +76.1% | 846,436 | $50.1M |
| Truist Financial Corp. | 0.08% | Add +8.3% | 842,544 | $49.8M |
| NewEdge Advisors, LLC | 0.28% | Add +4.9% | 798,960 | $47.3M |
| D.A. Davidson & Co. | 0.35% | Add +8.2% | 729,399 | $43.1M |
| Atria Wealth Solutions, Inc. | 0.47% | Add +17.3% | 723,783 | $42.8M |
| Arax Advisory Partners | 2.64% | Add +128.3% | 708,953 | $41.9M |
| Janney Montgomery Scott LLC | 0.11% | Add +12.6% | 667,203 | $39.5M |
| Kestra Private Wealth Services, LLC | 0.66% | Reduce -4.6% | 660,029 | $39.0M |
| RVW Wealth, LLC | 3.53% | Add +1.0% | 639,327 | $37.8M |
| Horizon Advisory Services, Inc. | 19.18% | Add +22.4% | 566,625 | $33.5M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -3.5% | 561,782 | $33.2M |
| Harbour Investments, Inc. | 0.95% | Add +5.5% | 558,670 | $33.0M |
| Ascension Capital Advisors, Inc. | 13.63% | Add +2.1% | 528,668 | $31.3M |
| Affinity Wealth Management LLC | 5.50% | Reduce -0.3% | 524,540 | $31.0M |
| Koshinski Asset Management, Inc. | 2.63% | Add +2.7% | 518,874 | $30.7M |
| Aptus Capital Advisors, LLC | 0.35% | Add +3.1% | 503,604 | $29.8M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -3.1% | 500,246 | $29.6M |
| Guardian Wealth Advisors, LLC / NC | 2.35% | Add +3.1% | 497,495 | $29.4M |
| Financial Partners Group, Inc | 4.21% | Add +4.1% | 487,911 | $28.9M |
| Mariner, LLC | 0.04% | Add +17.4% | 450,952 | $26.7M |
| Hobart Private Capital, LLC | 6.45% | Add +1.2% | 439,584 | $26.0M |
| Independent Financial Group, LLC | 0.85% | Add +6.4% | 432,761 | $25.6M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +2.5% | 427,249 | $25.3M |
| Jones Financial Companies LLLP | 0.02% | Add +91.6% | 426,303 | $25.2M |
| First Heartland Consultants, Inc. | 2.33% | Add +13.4% | 384,890 | $22.8M |
| Fifth Third Securities, Inc. | 1.84% | Add +7.8% | 366,715 | $21.7M |
| Perennial Investment Advisors, LLC | 2.44% | Add +0.4% | 349,621 | $20.7M |
| Blair William & Co. | 0.06% | Reduce -0.1% | 349,272 | $20.7M |
| Crumly & Associates Inc. | 5.38% | Add +7.0% | 333,940 | $19.7M |
| Benjamin Edwards Inc. | 0.28% | Reduce -1.3% | 332,591 | $19.7M |
| US Bancorp \de | 0.03% | Reduce -1.7% | 328,477 | $19.4M |
| Western Wealth Management, LLC | 1.04% | Reduce -2.2% | 327,265 | $19.4M |
| Intellus Advisors LLC | 3.18% | — | 310,788 | $18.4M |
| Citigroup Inc. | 0.02% | Reduce -0.2% | 299,386 | $17.7M |
| Foundations Investment Advisors, LLC | 0.34% | Add +6.7% | 298,004 | $17.6M |
| Beacon Financial Group | 1.90% | Reduce -0.6% | 297,708 | $17.6M |
| Jaffetilchin Investment Partners, LLC | 1.27% | Add +4.8% | 296,603 | $17.5M |
| Key Client Fiduciary Advisors, LLC | 7.79% | Reduce -2.2% | 294,350 | $17.4M |
| Liberty Square Wealth Partners LLC | 6.26% | — | 273,995 | $17.2M |
| Valmark Advisers, Inc. | 0.26% | Add +5.6% | 286,091 | $16.9M |
| Park National Corp. | 0.62% | Add +0.3% | 285,137 | $16.9M |
| ABLE Financial Group, LLC | 4.87% | Reduce -7.8% | 278,575 | $16.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +75.8% | 262,407 | $15.5M |
| Next Level Private LLC | 6.26% | Add +6.2% | 262,333 | $15.5M |
| Independent Advisor Alliance | 0.20% | New | 261,177 | $15.4M |
| Ergawealth Advisors, Inc. | 7.45% | Reduce -0.5% | 255,011 | $15.1M |
| Spectrum Wealth Advisory Group, LLC | 6.96% | Add +19.3% | 249,602 | $14.8M |
| CLG LLC | 5.27% | — | 249,456 | $14.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +8.9% | 237,697 | $14.1M |
| Pine Valley Investments Ltd Liability Co | 0.92% | Add +3.5% | 237,341 | $14.0M |
| IHT Wealth Management, LLC | 0.45% | Reduce -4.8% | 235,786 | $13.9M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -4.7% | 216,805 | $13.7M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +8.7% | 224,013 | $13.2M |
| Scarborough Advisors, LLC | 1.86% | Reduce -17.5% | 222,855 | $13.2M |
| Silver Oak Securities, Incorporated | 1.19% | Add +6.4% | 217,899 | $12.9M |
| Aspire Capital Advisors LLC | 3.62% | Add +3.7% | 213,876 | $12.6M |
| Traction Financial Partners, LLC | 9.79% | Add +4.1% | 212,998 | $12.6M |
| Good Life Advisors, LLC | 0.91% | Reduce -24.4% | 212,127 | $12.5M |
| Breakthru Advisory Services, LLC | 10.84% | — | 202,555 | $12.0M |
| ORG Partners LLC | 1.65% | Add +259.3% | 202,120 | $12.0M |
| PFG Advisors | 0.73% | Add +7.1% | 200,831 | $11.9M |
| US Financial Advisors, LLC | 3.64% | Add +1.9% | 200,186 | $11.8M |
| Howard Financial Services, LTD. | 1.61% | Reduce -0.6% | 199,981 | $11.8M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +2.4% | 199,258 | $11.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.8% | 199,004 | $11.8M |
| IFG Advisory, LLC | 0.65% | Reduce -1.9% | 194,083 | $11.5M |
| Strategic Planning Group, LLC | 2.10% | New | 193,316 | $11.4M |
| Solano Wealth Investment Advisors LLC | 6.81% | — | 191,548 | $11.3M |
| Sanchez Wealth Management Group | 3.08% | Add +9.9% | 190,929 | $11.3M |
| Pinnacle Associates Ltd. | 0.15% | Add +6.6% | 187,006 | $11.1M |
| Legacy Capital Wealth Partners, LLC | 2.71% | Reduce -20.9% | 192,074 | $11.0M |
| Integrity Wealth Advisors, Inc. | 7.87% | — | 181,090 | $10.7M |
| Global Retirement Partners, LLC | 0.30% | Add +46.5% | 174,595 | $10.3M |
| Stratos Wealth Advisors, LLC | 0.48% | Add +3.8% | 169,913 | $10.0M |
| Plotkin Financial Advisors, LLC | 5.94% | Reduce -3.8% | 169,302 | $10.0M |
| Naviter Wealth, LLC | 1.20% | Reduce -0.4% | 167,549 | $9.9M |
| Wagner Wealth Management, LLC | 2.54% | Add +3.2% | 166,656 | $9.9M |
| LeClair Wealth Partners LLC | 6.52% | — | 165,445 | $9.8M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -11.4% | 163,140 | $9.6M |
| Private Advisory Group LLC | 1.08% | Add +75.9% | 162,713 | $9.6M |
| GSG Advisors LLC | 2.95% | Add +10.2% | 158,292 | $9.4M |
| Thoroughbred Financial Services, LLC | 0.56% | Add +8.7% | 156,016 | $9.2M |
| AJ Advisors, LLC | 4.74% | Add +1.9% | 154,505 | $9.1M |
| KMG Fiduciary Partners, LLC | 0.75% | Add +17.5% | 153,695 | $9.1M |
| ODonnell Financial Services, LLC | 3.78% | Add +9.7% | 153,148 | $9.0M |
| Golden State Wealth Management, LLC | 1.33% | — | 149,934 | $8.9M |
| Weitzel Financial Services, Inc. | 4.17% | Reduce -0.3% | 148,024 | $8.8M |
| tru Independence LLC | 2.73% | Reduce -0.8% | 146,903 | $8.7M |
| Mainsail Financial Group, LLC | 4.94% | Add +3.4% | 144,078 | $8.5M |
| Redhawk Wealth Advisors, Inc. | 1.15% | Add +12.2% | 143,987 | $8.5M |
| Per Stirling Capital Management, LLC. | 1.21% | Add +1.3% | 143,737 | $8.5M |
| Principal Securities, Inc. | 0.19% | Add +58.2% | 140,172 | $8.3M |
| United Advisor Group, LLC | 1.63% | Add +3.9% | 139,308 | $8.2M |
| POM Investment Strategies, LLC | 6.07% | Add +0.8% | 136,217 | $8.1M |
| Sigma Planning Corp | 0.25% | Reduce -0.6% | 135,279 | $8.0M |
| Guided Capital Wealth Management, LLC | 7.20% | — | 132,926 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.24% | Reduce -1.2% | 129,296 | $7.6M |
| Bellevue Asset Management, LLC | 3.93% | Reduce -0.0% | 128,731 | $7.6M |
| Geneos Wealth Management Inc. | 0.26% | Add +4.5% | 127,620 | $7.5M |
| Denver Wealth Management, Inc. | 3.31% | Add +1.7% | 124,146 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Add +4.6% | 123,295 | $7.3M |
| Fairway Financial, LLC | 6.65% | — | 123,202 | $7.3M |
| Arkadios Wealth Advisors | 0.40% | Add +26.3% | 122,395 | $7.2M |
| Cornerstone Wealth Management, LLC | 0.48% | Add +31.8% | 120,161 | $7.1M |
| Barnes Pettey Financial Advisors, LLC | 5.41% | Add +1.7% | 119,794 | $7.1M |
| Integrity Financial Corp | 4.06% | Add +0.6% | 119,246 | $7.1M |
| BNP Paribas Financial Markets | 0.01% | New | 118,020 | $7.0M |
| Rockport Wealth LLC | 3.10% | Add +8.6% | 118,140 | $7.0M |
| Sovereign Financial Group, Inc. | 1.60% | Add +2.5% | 117,621 | $7.0M |
| Invst, LLC | 0.84% | Reduce -0.5% | 117,221 | $6.9M |
| International Assets Investment Management, LLC | 0.58% | Add +2.1% | 117,360 | $6.9M |
| Triumph Capital Management | 2.37% | Add +7.6% | 116,915 | $6.9M |
| OneDigital Investment Advisors LLC | 0.08% | Add +20.8% | 115,512 | $6.8M |
| EWG Elevate Inc. | 2.06% | Add +3.0% | 114,203 | $6.8M |
| Marshall Investment Management, LLC | 3.98% | — | 114,021 | $6.8M |
| StoneX Group Inc. | 0.37% | Reduce -14.7% | 113,752 | $6.7M |
| Kovack Advisors, Inc. | 0.66% | Add +4.2% | 113,520 | $6.7M |
| Comerica Bank | 0.03% | Add +11.5% | 113,398 | $6.7M |
| Elios Financial Group Inc. | 3.06% | Reduce -3.7% | 109,510 | $6.5M |
| GPS Wealth Strategies Group, LLC | 0.82% | Add +93.4% | 107,939 | $6.4M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -9.0% | 105,723 | $6.3M |
| City Holding Co. | 0.87% | Add +7.7% | 103,634 | $6.1M |
| HBW Advisory Services LLC | 0.63% | Add +0.8% | 103,495 | $6.1M |
| HFG Advisors, Inc. | 5.35% | Add +1.7% | 103,448 | $6.1M |
| Frederick Financial Consultants, LLC | 4.86% | — | 102,939 | $6.1M |
| Hickory Asset Management, Inc. | 5.15% | — | 102,553 | $6.1M |
| Peak Planning Group, LLC | 2.49% | Add +6.6% | 101,104 | $6.0M |
| SMART Wealth LLC | 2.11% | Add +5.4% | 100,475 | $5.9M |
| Consolidated Portfolio Review Corp | 0.92% | Reduce -17.5% | 98,713 | $5.8M |
| DAVENPORT & Co LLC | 0.03% | Add +94.8% | 98,619 | $5.8M |
| Nestegg Advisors, Inc. | 5.87% | — | 92,637 | $5.8M |
| Cottonwood Capital Advisors, LLC | 4.16% | Reduce -4.5% | 98,004 | $5.8M |
| Total Clarity Wealth Management, Inc. | 1.88% | Add +74.3% | 97,655 | $5.8M |
| World Investment Advisors | 0.16% | Reduce -7.2% | 96,514 | $5.7M |
| N.E.W. Advisory Services LLC | 0.54% | Add +1.6% | 96,225 | $5.7M |
| Genesis Private Wealth, LLC | 3.10% | — | 95,219 | $5.6M |
| Daymark Wealth Partners, LLC | 0.24% | Add +2.9% | 94,765 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 94,800 | $5.6M |
| Focus Financial Network, Inc. | 0.22% | Add +77.1% | 94,132 | $5.6M |
| Smith, Moore & Co. | 0.50% | Add +429.1% | 93,376 | $5.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | Add +1.5% | 92,531 | $5.5M |
| Wedbush Securities Inc. | 0.19% | Reduce -2.2% | 90,472 | $5.4M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +17.6% | 90,090 | $5.3M |
| Huntleigh Advisors, Inc. | 1.12% | — | 88,298 | $5.2M |
| &partners | 0.06% | Reduce -0.4% | 87,298 | $5.2M |
| Cooper Capital Advisors LLC | 5.39% | — | 87,778 | $5.2M |
| Spire Wealth Management | 0.16% | Add +4.0% | 87,530 | $5.2M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +21.7% | 87,407 | $5.2M |
| Cozad Asset Management Inc. | 0.48% | Add +8.5% | 86,229 | $5.1M |
| Stephens Inc. | 0.07% | Add +85.7% | 85,799 | $5.1M |
| Advance Capital Management, Inc. | 0.23% | Reduce -3.6% | 85,479 | $5.1M |
| Petix & Botte Co | 1.30% | Add +527.3% | 83,670 | $4.9M |
| Five Pine Wealth Management | 4.15% | — | 83,291 | $4.9M |
| BlueChip Wealth Advisors LLC | 2.64% | Add +1.4% | 80,471 | $4.8M |
| Axxcess Wealth Management, LLC | 0.12% | Add +0.5% | 80,425 | $4.8M |
| ORBA Wealth Advisors, L.L.C. | 2.46% | Reduce -7.0% | 79,681 | $4.7M |
| Genesee Capital Advisors, LLC | 2.18% | Reduce -1.5% | 79,242 | $4.7M |
| RFG Advisory, LLC | 0.13% | Reduce -7.0% | 78,450 | $4.6M |
| Asset Allocation Strategies LLC | 1.11% | Reduce -27.1% | 74,822 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | New | 77,703 | $4.6M |
| Park Square Financial Group, LLC | 3.08% | — | 75,306 | $4.5M |
| Lineweaver Wealth Advisors, LLC | 0.82% | Add +32.5% | 75,081 | $4.4M |
| IFP Advisors, Inc | 0.14% | Reduce -23.5% | 74,335 | $4.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +877.7% | 73,286 | $4.3M |
| Global Assets Advisory, LLC | 2.38% | Reduce -1.7% | 73,106 | $4.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -4.6% | 72,505 | $4.3M |
| Financial Advocates Investment Management | 0.24% | Reduce -0.7% | 71,982 | $4.3M |
| Hidden Cove Wealth Management, LLC | 3.42% | — | 71,332 | $4.2M |
| TruWealth Advisors, LLC | 0.25% | Add +1.0% | 71,145 | $4.2M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +1.3% | 70,721 | $4.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | No change | 69,970 | $4.1M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.0% | 66,729 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.8% | 66,462 | $4.1M |
| Stegent Equity Advisors, Inc. | 4.16% | Reduce -5.6% | 69,307 | $4.1M |
| Harvest Investment Services, LLC | 1.00% | Add +4.4% | 68,820 | $4.1M |
| Claro Advisors Inc. | 0.55% | Add +8.6% | 68,190 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -2.6% | 64,274 | $4.0M |
| Titleist Asset Management, LLC | 0.46% | Add +0.8% | 67,077 | $4.0M |
| Proactive Wealth Strategies LLC | 2.04% | Add +5.9% | 66,251 | $3.9M |
| BankPlus Wealth Management LLC | 2.88% | — | 65,256 | $3.9M |
| Shelton Wealth Management, LLC | 2.08% | Reduce -12.0% | 64,281 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +36.8% | 64,132 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +36.8% | 64,132 | $3.8M |
| Wolf Group Capital Advisors | 1.82% | No change | 79,659 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +6.0% | 63,134 | $3.7M |
| Capital Asset Advisory Services LLC | 0.18% | Add +0.3% | 61,719 | $3.7M |
| Mattern Wealth Management LLC | 0.80% | No change | 61,401 | $3.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.73% | Add +102.3% | 61,301 | $3.6M |
| Braun-Bostich & Associates Inc. | 2.61% | Reduce -4.0% | 61,266 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.29% | Add +7.2% | 61,198 | $3.6M |
| San Luis Wealth Advisors LLC | 0.68% | Add +8.5% | 61,067 | $3.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.53% | Add +4.3% | 60,243 | $3.6M |
| Insight Inv LLC | 2.46% | New | 59,734 | $3.5M |
| Flagstar Securities, Inc. | 0.88% | Add +2.0% | 59,578 | $3.5M |
| WealthCare Investment Partners, LLC | 1.54% | Add +0.6% | 59,660 | $3.5M |
| Certified Advisory Corp | 0.38% | Add +24.4% | 59,408 | $3.5M |
| Envision Financial LLC | 2.80% | — | 59,154 | $3.5M |
| Main Street Financial Solutions, LLC | 0.33% | Add +1.1% | 56,476 | $3.3M |
| Alliance Wealth Advisors, LLC | 1.90% | Add +2.6% | 56,082 | $3.3M |
| Walkner Condon Financial Advisors LLC | 0.67% | Add +6.4% | 56,027 | $3.3M |
| Family Manage LLC | 0.54% | Add +2.4% | 55,995 | $3.3M |
| Mutual Advisors, LLC | 0.09% | Add +1.5% | 52,551 | $3.3M |
| Northwest Financial Advisors | 2.65% | Add +7.8% | 54,223 | $3.2M |
| Gateway Wealth Partners, LLC | 0.83% | Reduce -25.3% | 53,943 | $3.2M |
| IMG Wealth Management, Inc. | 2.93% | — | 53,497 | $3.2M |
| Willner & Heller, LLC | 2.74% | Add +2.1% | 52,983 | $3.1M |
| Arvest Investments, Inc. | 0.50% | Add +2.1% | 52,752 | $3.1M |
| Wisconsin Wealth Advisors, LLC | 4.60% | — | 52,720 | $3.1M |
| Citadel Advisors | 0.00% | Add +39.2% | 52,401 | $3.1M |
| Goldstone Financial Group, LLC | 0.48% | Add +8.0% | 52,007 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +126.3% | 51,823 | $3.1M |
| Southland Equity Partners LLC | 0.71% | Add +0.0% | 51,576 | $3.1M |
| Founders Financial Securities LLC | 0.27% | Add +1.5% | 51,498 | $3.0M |
| Visionary Wealth Advisors | 0.18% | Add +8.4% | 50,965 | $3.0M |
| Purus Wealth Management, LLC | 1.17% | Reduce -2.6% | 50,113 | $3.0M |
| L.M. Kohn & Company | 0.75% | Reduce -5.4% | 49,240 | $2.9M |
| Accel Wealth Management | 1.10% | Add +7.4% | 48,907 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +9.3% | 48,199 | $2.9M |
| Compass Capital Corp. /Ma/ | 1.10% | — | 47,623 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.21% | Reduce -1.1% | 47,049 | $2.8M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +4.8% | 44,355 | $2.8M |
| NewEdge Wealth, LLC | 0.05% | Reduce -22.6% | 46,893 | $2.8M |
| Focus Partners Wealth | 0.01% | Add +8.8% | 46,807 | $2.8M |
| Davis Investment Partners, LLC | 1.16% | No change | 46,650 | $2.7M |
| Sandy Spring Bank | 0.11% | Add +32.7% | 46,248 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +1.7% | 46,158 | $2.7M |
| Modern Wealth Management, LLC | 0.10% | New | 46,025 | $2.7M |
| EdgeRock Capital LLC | 1.78% | Add +24.8% | 46,017 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -3.5% | 45,250 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.60% | Reduce -1.7% | 43,656 | $2.6M |
| PCA Investment Advisory Services Inc. | 1.18% | No change | 43,267 | $2.6M |
| TCFG Wealth Management, LLC | 1.28% | Add +0.3% | 42,639 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Reduce -8.5% | 42,517 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +17.6% | 42,387 | $2.5M |
| Claris Financial LLC | 1.63% | — | 41,935 | $2.5M |
| TBH Global Asset Management, LLC | 0.58% | Reduce -20.6% | 41,717 | $2.5M |
| Merit Financial Group, LLC | 0.04% | Add +5.5% | 40,698 | $2.4M |
| Gallagher Fiduciary Advisors, LLC | 0.47% | Add +1.9% | 40,637 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +1.1% | 40,265 | $2.4M |
| Mgo One Seven LLC | 0.09% | Add +12.1% | 39,904 | $2.4M |
| Beck Bode, LLC | 0.43% | Reduce -35.2% | 39,713 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -9.0% | 39,153 | $2.3M |
| World Equity Group, Inc. | 0.50% | Reduce -13.1% | 39,098 | $2.3M |
| Keystone Financial Group | 0.22% | Reduce -1.3% | 38,364 | $2.3M |
| Advisory Alpha, LLC | 0.08% | Reduce -9.7% | 38,357 | $2.3M |
| SteelPeak Wealth, LLC | 0.09% | Add +2.1% | 38,021 | $2.2M |
| Leigh Baldwin & Co., LLC | 1.89% | — | 37,873 | $2.2M |
| Ameriflex Group, Inc. | 1.01% | — | 35,191 | $2.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Reduce -40.1% | 36,627 | $2.2M |
| EPG Wealth Management LLC | 0.57% | Reduce -6.3% | 36,455 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +1.2% | 36,401 | $2.2M |
| Betterment LLC | 0.01% | Add +77.2% | 35,869 | $2.1M |
| TrueWealth Advisors, LLC | 0.70% | Add +4.0% | 35,615 | $2.1M |
| Twin Peaks Wealth Advisors, LLC | 0.88% | Add +7.3% | 35,053 | $2.1M |
| Wealth Effects LLC | 0.73% | Add +0.6% | 34,830 | $2.1M |
| Trivium Point Advisory, LLC | 0.26% | Add +15.7% | 34,723 | $2.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -42.5% | 34,657 | $2.0M |
| MTM Investment Management, LLC | 0.78% | Reduce -0.7% | 34,234 | $2.0M |
| Centerpoint Advisory Group | 1.95% | — | 34,074 | $2.0M |
| RPS Advisory Solutions LLC | 1.24% | New | 33,657 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -37.8% | 33,488 | $2.0M |
| Apexium Financial, LP | 0.12% | Reduce -6.3% | 32,374 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -85.6% | 32,135 | $1.9M |
| Larson Financial Group LLC | 0.10% | Add +9.3% | 31,110 | $1.8M |
| Barrett & Company, Inc. | 0.77% | Add +2.0% | 30,904 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.35% | Add +86.3% | 30,627 | $1.8M |
| Prudential PLC | 0.01% | New | 30,500 | $1.8M |
| RFG - Bristol Wealth Advisors, LLC | 0.59% | — | 30,183 | $1.8M |
| Owen LaRue, LLC | 0.93% | Add +30.7% | 30,138 | $1.8M |
| Hirtle & Co., LLC | 0.09% | New | 30,000 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.63% | Add +8.7% | 29,547 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.7% | 29,310 | $1.7M |
| Brookstone Capital Management | 0.03% | Add +59.7% | 29,125 | $1.7M |
| Lion Street Advisors, LLC | 0.54% | Add +4.0% | 28,665 | $1.7M |
| AdvisorNet Financial, Inc | 0.14% | Add +5.4% | 28,143 | $1.7M |
| Atlas Wealth LLC | 0.85% | Add +31.3% | 27,328 | $1.6M |
| PCG Wealth Advisors, LLC | 0.59% | Add +10.3% | 27,207 | $1.6M |
| Virtus Wealth Solutions LLC | 0.38% | — | 27,006 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | — | 26,948 | $1.6M |
| Root Financial Partners, LLC | 0.20% | Reduce -8.3% | 26,603 | $1.6M |
| FMR LLC | 0.00% | Add +11.8% | 26,089 | $1.5M |
| Intrua Financial, LLC | 0.25% | Reduce -5.3% | 25,996 | $1.5M |
| American Financial Advisors, LLC | 0.22% | Reduce -0.6% | 25,982 | $1.5M |
| Private Trust Co. NA | 0.16% | Add +24.1% | 25,909 | $1.5M |
| Darwin Wealth Management, LLC | 0.51% | Add +1.1% | 25,829 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.44% | Reduce -0.2% | 25,279 | $1.5M |
| Prism Advisors, Inc. | 0.45% | Reduce -6.2% | 25,251 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.48% | Reduce -4.4% | 24,761 | $1.5M |
| Chris Bulman Inc | 0.93% | Add +83.5% | 24,731 | $1.5M |
| Coppell Advisory Solutions LLC | 0.20% | Add +3.8% | 24,646 | $1.5M |
| Creative Financial Designs Inc. | 0.12% | Add +43.9% | 24,422 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Add +0.0% | 24,264 | $1.4M |
| Flaharty Asset Management, LLC | 0.21% | Reduce -8.4% | 24,164 | $1.4M |
| MAI Capital Management | 0.01% | Add +60.9% | 23,683 | $1.4M |
| Bison Wealth, LLC | 0.17% | — | 23,072 | $1.4M |
| Herold Advisors, Inc. | 0.30% | Reduce -1.1% | 22,948 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.66% | Add +0.6% | 22,691 | $1.3M |
| Essential Planning, LLC. | 0.01% | New | 22,200 | $1.3M |
| Elevated Capital Advisors, LLC | 0.36% | Reduce -2.3% | 22,547 | $1.3M |
| Aurora Private Wealth, Inc. | 0.99% | Add +22.2% | 22,331 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Add +3.4% | 22,313 | $1.3M |
| Ellsworth Advisors, LLC | 0.35% | Add +5.9% | 22,301 | $1.3M |
| Regatta Capital Group, LLC | 0.26% | Reduce -1.8% | 22,289 | $1.3M |
| TD Capital Management LLC | 0.13% | Add +0.5% | 22,094 | $1.3M |
| TFB Advisors LLC | 0.37% | Reduce -7.0% | 22,087 | $1.3M |
| Grantvest Financial Group LLC | 1.46% | — | 22,073 | $1.3M |
| Objective Capital Management, LLC | 0.87% | Reduce -35.6% | 21,903 | $1.3M |
| Richmond Investment Services, LLC | 0.73% | — | 21,873 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +15.8% | 21,770 | $1.3M |
| Morey & Quinn Wealth Partners, LLC | 1.09% | — | 21,677 | $1.3M |
| Insigneo Advisory Services, LLC | 0.13% | Reduce -6.4% | 21,512 | $1.3M |
| Bank of Montreal | 0.00% | Add +1.0% | 21,053 | $1.2M |
| Tidemark, LLC | 0.48% | Reduce -4.1% | 20,983 | $1.2M |
| Winebrenner Capital Management LLC | 0.94% | — | 20,728 | $1.2M |
| Family Capital Management, Inc. | 0.73% | Reduce -0.5% | 20,318 | $1.2M |
| Nova Wealth Management, Inc. | 1.03% | — | 20,147 | $1.2M |
| Walker Asset Management, LLC | 0.73% | Add +2.0% | 20,021 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.53% | Add +8.7% | 19,938 | $1.2M |
| L & S Advisors Inc | 0.14% | Add +3.0% | 19,938 | $1.2M |
| Altus Wealth Group LLC | 0.52% | Add +419.0% | 19,887 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +18.0% | 19,845 | $1.2M |
| Atlas Private Wealth Advisors | 0.17% | Add +9.8% | 19,844 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.58% | — | 19,789 | $1.2M |
| Platform Technology Partners | 0.35% | Add +26.6% | 19,578 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 19,479 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Reduce -41.7% | 19,412 | $1.1M |
| PKS Advisory Services, LLC | 0.28% | — | 19,027 | $1.1M |
| Woodward Diversified Capital, LLC | 0.82% | Reduce -3.8% | 18,923 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -9.6% | 18,837 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.34% | Add +100.1% | 18,712 | $1.1M |
| Dagco, Inc. | 0.37% | Add +59.7% | 18,687 | $1.1M |
| Sequent Planning LLC | 0.40% | Reduce -5.2% | 18,631 | $1.1M |
| PMG Wealth Management, Inc. | 1.00% | — | 18,581 | $1.1M |
| Opinicus Capital, Inc. | 0.92% | Reduce -2.0% | 18,562 | $1.1M |
| AQR Capital Management | 0.00% | Add +53.7% | 18,251 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.36% | Add +2.3% | 18,197 | $1.1M |
| Moment Partners, LLC | 0.20% | — | 18,125 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +0.8% | 18,026 | $1.1M |
| Novem Group | 0.16% | — | 17,866 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.49% | Add +0.5% | 17,839 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +0.0% | 17,645 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +58.0% | 17,605 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.41% | Reduce -6.1% | 17,450 | $1.0M |
| Beacon Financial Advisory LLC | 0.33% | Reduce -81.4% | 17,393 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.03% | — | 17,390 | $1.0M |
| Ignite Planners, LLC | 0.22% | Add +0.1% | 17,167 | $1.0M |
| Legacy Investment Solutions, LLC | 0.67% | Add +217.1% | 16,314 | $1.0M |
| Legacy Wealth Managment, LLC | 0.67% | Add +217.1% | 16,314 | $1.0M |
| Moloney Securities Asset Management, LLC | 0.14% | Add +2.9% | 17,113 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.64% | No change | 16,566 | $980K |
| Aveo Capital Partners, LLC | 0.11% | Reduce -32.4% | 16,336 | $966K |
| Maia Wealth LLC | 0.20% | Add +25.9% | 15,189 | $951K |
| Topsail Wealth Management, LLC | 0.20% | — | 15,982 | $945K |
| Jane Street Group, LLC | 0.00% | New | 15,803 | $935K |
| Clarity Capital Partners LLC | 0.48% | Add +0.3% | 15,735 | $931K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -16.5% | 15,664 | $926K |
| Tranquility Partners, LLC | 0.35% | Reduce -3.3% | 15,382 | $923K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,606 | $923K |
| First Trust Advisors LP | 0.00% | New | 14,968 | $885K |
| Keystone Financial Services, LLC | 0.80% | — | 14,780 | $874K |
| ProVise Management Group, LLC | 0.07% | Add +24.9% | 14,692 | $869K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.0% | 14,348 | $859K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -12.6% | 14,518 | $859K |
| Cahill Financial Advisors Inc. | 0.12% | New | 14,488 | $857K |
| Fsa Wealth Partners, Inc. | 0.20% | Reduce -3.0% | 14,439 | $854K |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.9% | 14,531 | $854K |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -4.9% | 14,403 | $852K |
| Renaissance Technologies | 0.00% | Reduce -6.6% | 14,200 | $840K |
| Private Portfolio Partners LLC | 0.15% | Add +0.1% | 14,039 | $830K |
| Kapstone Financial Advisors LLC | 0.44% | Add +1.1% | 13,154 | $825K |
| Spreng Capital Management, Inc. | 0.37% | Reduce -7.3% | 13,912 | $823K |
| Savvy Advisors, Inc. | 0.10% | Add +2.2% | 13,885 | $821K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.30% | Reduce -1.5% | 13,842 | $819K |
| Clear Creek Financial Management, LLC | 0.09% | Add +43.9% | 13,619 | $805K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -6.3% | 12,765 | $803K |
| Cerity Partners LLC | 0.00% | Add +0.7% | 13,507 | $799K |
| Sunbelt Securities, Inc. | 0.07% | Add +76.7% | 13,476 | $795K |
| Prosperity Consulting Group, LLC | 0.06% | Add +12.2% | 13,401 | $793K |
| Capital Analysts, LLC | 0.03% | Add +35.7% | 13,357 | $790K |
| NBT Bank, N.A. | 0.06% | Reduce -4.5% | 13,356 | $790K |
| Zions Bancorporation, N.A. | 0.05% | No change | 13,200 | $781K |
| Waterfront Wealth Inc. | 0.19% | Add +0.9% | 13,100 | $775K |
| Compound Planning, Inc. | 0.04% | Add +1.0% | 13,027 | $770K |
| SFG Wealth Management, LLC. | 0.40% | Add +15.4% | 13,004 | $769K |
| Paragon Private Wealth Management, LLC | 0.35% | Add +7.6% | 12,984 | $768K |
| Mach-1 Financial Group, LLC | 1.37% | Reduce -90.4% | 12,831 | $759K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.1% | 12,629 | $747K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Add +1.1% | 12,500 | $739K |
| Trueblood Wealth Management, LLC | 0.36% | Add +1.4% | 12,233 | $723K |
| Clarus Wealth Advisors | 0.35% | Reduce -3.1% | 11,888 | $711K |
| Krilogy Financial LLC | 0.05% | Reduce -1.9% | 11,892 | $703K |
| Park Avenue Securities LLC | 0.01% | Add +223.1% | 11,827 | $699K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +0.9% | 11,077 | $655K |
| Lynch & Associates | 0.14% | Add +9.9% | 10,862 | $642K |
| Choreo, LLC | 0.01% | Reduce -0.5% | 10,649 | $631K |
| Continuum Advisory, LLC | 0.08% | Add +1.7% | 10,589 | $626K |
| Cibc World Market Inc. | 0.00% | No change | 10,562 | $625K |
| Delta Investment Management, LLC | 0.12% | Add +0.6% | 10,537 | $623K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $622K |
| Merkkuri Wealth Advisors LLC | 0.49% | Reduce -13.8% | 10,410 | $616K |
| Creekmur Asset Management LLC | 0.14% | Reduce -4.7% | 10,334 | $611K |
| Sovran Advisors, LLC | 0.09% | — | 10,075 | $610K |
| Secure Asset Management, LLC | 0.09% | Reduce -72.7% | 10,097 | $597K |
| REAP Financial Group, LLC | 0.15% | Reduce -9.6% | 10,073 | $596K |
| Michels Family Financial, LLC | 0.54% | — | 9,933 | $587K |
| Stonebridge Financial Group, LLC | 0.06% | — | 9,768 | $578K |
| Synovus Financial Corp. | 0.01% | Add +12.0% | 9,643 | $571K |
| WealthTrust Asset Management, LLC | 0.39% | Add +40.1% | 9,282 | $549K |
| LVZ, Inc. | 0.07% | Add +19.5% | 9,203 | $544K |
| Synergy Investment Management, LLC | 0.23% | — | 9,013 | $533K |
| Money Concepts Capital Corp. | 0.04% | No change | 8,976 | $531K |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.6% | 8,957 | $530K |
| National Wealth Management Group, LLC | 0.35% | Add +10.7% | 8,899 | $526K |
| Greenwich Wealth Management LLC | 0.04% | No change | 8,888 | $526K |
| Puff Wealth Management, LLC | 0.91% | — | 8,868 | $524K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.4% | 8,846 | $523K |
| Woodmont Investment Counsel LLC | 0.04% | Add +37.7% | 8,759 | $518K |
| Calton & Associates, Inc. | 0.22% | New | 8,570 | $507K |
| Forte Capital LLC | 0.06% | Add +4.0% | 8,535 | $505K |
| Wills Financial Group, Inc. | 0.21% | Add +83.4% | 8,335 | $493K |
| PFG Investments, LLC | 0.03% | Add +11.8% | 8,303 | $491K |
| Pinnacle Financial Partners Inc | 0.01% | Add +9.6% | 8,167 | $483K |
| Hilltop Holdings Inc. | 0.03% | Add +39.6% | 8,043 | $476K |
| Castleview Partners, LLC | 0.25% | Reduce -14.4% | 7,830 | $462K |
| Millstone Evans Group, LLC | 0.31% | — | 7,804 | $462K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +20.4% | 7,597 | $449K |
| Moors & Cabot, Inc. | 0.02% | Add +65.8% | 7,587 | $449K |
| Wealth Watch Advisors, INC | 0.27% | — | 7,469 | $442K |
| Assetmark, Inc. | 0.00% | Add +55.8% | 7,428 | $439K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.2% | 7,306 | $432K |
| WealthBridge Capital Management, LLC | 0.12% | Add +0.5% | 7,278 | $430K |
| FWG Holdings, LLC | 0.20% | Reduce -0.0% | 6,721 | $418K |
| Red Door Wealth Management, LLC | 0.06% | No change | 7,046 | $417K |
| Clark Capital Management Group, Inc. | 0.00% | Add +7.0% | 6,846 | $405K |
| 1776 Wealth LLC | 0.18% | Reduce -0.1% | 6,776 | $401K |
| Old Port Advisors | 0.11% | Add +0.4% | 6,757 | $400K |
| Citizens Financial Group Inc. | 0.01% | Add +5.1% | 6,666 | $394K |
| Full Sail Capital, LLC | 0.03% | No change | 6,645 | $393K |
| Creative Planning | 0.00% | Add +77.3% | 6,584 | $389K |
| Strategy Asset Managers LLC | 0.07% | No change | 6,429 | $380K |
| Realta Investment Advisors | 0.15% | Add +21.8% | 6,307 | $376K |
| JFG Wealth Management, LLC | 0.09% | Reduce -4.0% | 6,324 | $374K |
| Victory Financial Group, LLC | 0.10% | — | 6,202 | $367K |
| Westside Investment Management, Inc. | 0.08% | No change | 6,171 | $365K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $362K |
| Pacific Sun Financial Corp | 0.20% | Add +2.9% | 6,090 | $360K |
| Castle Rock Wealth Management, LLC | 0.08% | Reduce -52.7% | 5,685 | $356K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -45.2% | 5,798 | $343K |
| Independent Wealth Network Inc. | 0.14% | Add +4.8% | 5,713 | $338K |
| Zullo Investment Group, Inc. | 0.14% | Add +0.5% | 5,712 | $338K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.1% | 5,637 | $333K |
| Goldstein Advisors, LLC | 0.05% | Reduce -3.8% | 5,636 | $333K |
| Laraway Financial Advisors Inc | 0.25% | Add +0.0% | 5,578 | $330K |
| GAMMA Investing LLC | 0.03% | Add +39.7% | 5,479 | $324K |
| Navis Wealth Advisors, LLC | 0.35% | Add +0.2% | 5,443 | $322K |
| Principle Wealth Partners LLC | 0.02% | Reduce -29.9% | 5,400 | $319K |
| Keystone Wealth Services, LLC | 0.08% | Add +8.7% | 5,387 | $319K |
| Element Wealth, LLC | 0.17% | Add +29.0% | 5,370 | $318K |
| Alta Wealth Advisors LLC | 0.14% | Reduce -16.6% | 5,367 | $317K |
| Founders Financial Alliance, LLC | 0.09% | Add +0.4% | 5,356 | $317K |
| Bleakley Financial Group, LLC | 0.01% | No change | 5,278 | $312K |
| Bar Harbor Wealth Management | 0.02% | No change | 5,258 | $311K |
| KPP Advisory Services LLC | 0.07% | Reduce -6.3% | 5,212 | $308K |
| Maridea Wealth Management LLC | 0.10% | — | 5,210 | $308K |
| Capital Square, LLC | 0.17% | Add +12.7% | 4,866 | $304K |
| Register Financial Advisors LLC | 0.15% | Add +3849.2% | 5,134 | $304K |
| Centennial Wealth Advisory LLC | 0.12% | Add +49.8% | 5,121 | $303K |
| Bank of New York Mellon Corp | 0.00% | Add +16.3% | 5,119 | $303K |
| Faithward Advisors, LLC | 0.05% | Add +2.4% | 5,098 | $301K |
| Captrust Financial Advisors | 0.00% | Add +22.0% | 5,097 | $301K |
| Advisor Resource Council | 0.22% | New | 5,070 | $300K |
| Sequent Asset Management, LLC | 0.15% | No change | 5,042 | $298K |
| Bison Wealth, LLC | 0.07% | Reduce -6.5% | 5,022 | $297K |
| Lighthouse Wealth Management Inc. | 0.27% | — | 5,020 | $297K |
| Trexquant Investment LP | 0.00% | Reduce -3.8% | 4,999 | $296K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 4,970 | $294K |
| Whipplewood Advisors, LLC | 0.17% | — | 4,907 | $290K |
| Xcel Wealth Management, LLC | 0.08% | No change | 4,845 | $287K |
| MPWM Advisory Solutions, LLC | 0.21% | — | 4,828 | $286K |
| Concorde Asset Management, LLC | 0.15% | Reduce -0.9% | 4,787 | $283K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.8% | 4,754 | $281K |
| Presidio Capital Management, LLC | 0.15% | Reduce -20.6% | 4,717 | $279K |
| Simplicity Wealth,LLC | 0.06% | Reduce -65.4% | 4,697 | $278K |
| WealthPLAN Partners, LLC | 0.04% | No change | 4,693 | $278K |
| Nwam LLC | 0.02% | Add +0.0% | 4,685 | $277K |
| Kraft, Davis & Associates, LLC | 0.08% | New | 4,495 | $277K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.2% | 4,622 | $277K |
| CPC Advisors, LLC | 0.04% | Reduce -1.5% | 4,616 | $273K |
| Hofer & Associates. Inc | 0.18% | Add +31.1% | 4,611 | $273K |
| Members Wealth LLC | 0.20% | — | 4,425 | $272K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,600 | $272K |
| Fee-Only Financial Planning, L.C. | 0.17% | Reduce -4.3% | 4,435 | $262K |
| Frisch Financial Group, Inc. | 0.08% | Add +0.3% | 4,419 | $261K |
| Executive Wealth Management, LLC | 0.02% | Add +13.6% | 4,410 | $261K |
| Stratos Investment Management, LLC | 0.02% | New | 4,319 | $255K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.1% | 4,299 | $254K |
| Armbruster Capital Management, Inc. | 0.05% | New | 4,255 | $252K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.5% | 4,007 | $250K |
| Kennedy Investment Group, Inc. | 0.11% | Reduce -3.6% | 4,221 | $250K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.1% | 4,128 | $244K |
| Avantra Family Wealth, Inc. | 0.22% | — | 4,063 | $240K |
| MBE Wealth Management, LLC | 0.14% | Add +4.2% | 4,057 | $240K |
| Tucker Asset Management LLC | 0.05% | Reduce -15.7% | 4,051 | $240K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $239K |
| Ethos Financial Group, LLC | 0.03% | Reduce -21.6% | 4,017 | $238K |
| BankPlus Trust Department | 0.08% | — | 4,013 | $237K |
| Forum Private Client Group LLC | 0.10% | Reduce -0.8% | 3,987 | $236K |
| Cutter & CO Brokerage, Inc. | 0.06% | Add +6.1% | 3,947 | $233K |
| Gentry Private Wealth, LLC | 0.96% | Add +9.9% | 3,896 | $230K |
| Florida Financial Advisors, LLC | 0.10% | Reduce -22.8% | 3,881 | $230K |
| Private Client Services, LLC | 0.12% | Reduce -11.7% | 3,877 | $229K |
| Iams Wealth Management, LLC | 0.10% | Reduce -23.1% | 3,862 | $228K |
| SkyOak Wealth, LLC | 0.05% | Add +3.4% | 3,858 | $228K |
| Parkside Financial Bank & Trust | 0.03% | Add +54.5% | 3,854 | $228K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -17.7% | 3,809 | $226K |
| Uniting Wealth Partners, LLC | 0.11% | — | 3,810 | $225K |
| Russell Investments Group, Ltd. | 0.00% | Add +36.8% | 3,799 | $225K |
| Dash Acquisitions Inc. | 0.05% | New | 3,557 | $223K |
| Lido Advisors, LLC | 0.00% | New | 3,709 | $219K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $219K |
| Sensible Money, LLC | 0.10% | No change | 3,665 | $217K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $217K |
| Power Wealth Management LLC | 0.09% | No change | 3,550 | $210K |
| Traynor Capital Management, Inc. | 0.02% | New | 3,528 | $209K |
| Matauro, LLC | 0.04% | — | 3,480 | $206K |
| First Citizens Bank & Trust Co. | 0.00% | New | 3,462 | $205K |
| GDS Wealth Management | 0.02% | Reduce -10.9% | 3,455 | $204K |
| NWF Advisory Services Inc. | 0.03% | New | 3,427 | $203K |
| CoreCap Advisors, LLC | 0.01% | Reduce -84.3% | 3,422 | $202K |
| Lifeworks Advisors, LLC | 0.04% | New | 3,420 | $202K |
| OneAscent Financial Services LLC | 0.02% | New | 3,382 | $200K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Reduce -29.8% | 3,333 | $197K |
| GeoWealth Management, LLC | 0.01% | Reduce -48.8% | 3,185 | $188K |
| NewSquare Capital LLC | 0.01% | New | 3,018 | $178K |
| Centaurus Financial, Inc. | 0.01% | Reduce -51.7% | 2,971 | $176K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +34.2% | 2,941 | $174K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $166K |
| Kestra Investment Management, LLC | 0.01% | New | 2,760 | $163K |
| Kiker Wealth Management, LLC | 0.13% | — | 2,704 | $160K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,634 | $156K |
| Synergy Asset Management, LLC | 0.01% | New | 2,505 | $148K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 2,498 | $148K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +0.7% | 2,130 | $126K |
| TruNorth Capital Management, LLC | 0.03% | No change | 2,108 | $125K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,062 | $121K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +66.0% | 2,008 | $119K |
| Signaturefd, LLC | 0.00% | No change | 1,958 | $116K |
| MidAtlantic Capital Management, Inc. | 0.08% | No change | 1,945 | $115K |
| Main Street Group, LTD | 0.05% | Add +9.1% | 1,876 | $111K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,750 | $103K |
| Wintrust Investments LLC | 0.09% | Reduce -6.9% | 1,710 | $101K |
| Bokf, NA | 0.00% | No change | 1,704 | $100K |
| IAG Wealth Partners, LLC | 0.02% | No change | 1,600 | $95K |
| Quest 10 Wealth Builders, Inc. | 0.09% | — | 1,569 | $93K |
| United Community Bank | 0.03% | New | 1,370 | $81K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,258 | $74K |
| Bessemer Group Inc. | 0.00% | Reduce -29.3% | 1,244 | $74K |
| NFSG Corp | 0.02% | No change | 1,210 | $72K |
| PSI Advisors, LLC | 0.02% | No change | 1,120 | $66K |
| Holos Integrated Wealth LLC | 0.04% | — | 1,076 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 1,024 | $61K |
| Key Financial Inc | 0.01% | No change | 969 | $57K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +27.2% | 949 | $57K |
| Eastern Bank | 0.00% | New | 959 | $57K |
| Wiser Advisor Group LLC | 0.08% | Add +0.4% | 909 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +169.0% | 901 | $53K |
| MCF Advisors LLC | 0.00% | No change | 837 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 765 | $45K |
| Crewe Advisors LLC | 0.01% | Reduce -54.4% | 746 | $44K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 676 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 671 | $40K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 647 | $38K |
| WR Wealth Planners, LLC | 0.01% | Reduce -13.3% | 634 | $37K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -64.3% | 630 | $37K |
| Hexagon Capital Partners LLC | 0.01% | Add +105.0% | 615 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $36K |
| WealthShield Partners, LLC | 0.01% | No change | 600 | $35K |
| Kings Path Partners LLC | 0.01% | No change | 558 | $33K |
| Archer Investment Corp | 0.01% | Add +0.6% | 546 | $32K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 512 | $30K |
| Raleigh Capital Management Inc. | 0.01% | Add +47.4% | 482 | $28K |
| First Command Advisory Services, Inc. | 0.00% | No change | 475 | $28K |
| Mather Group, Llc. | 0.00% | No change | 466 | $28K |
| Graney & King, LLC | 0.02% | — | 461 | $27K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +195.3% | 443 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $25K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 420 | $25K |
| AlphaMark Advisors, LLC | 0.01% | No change | 400 | $24K |
| Blue Trust, Inc. | 0.00% | Add +773.8% | 367 | $22K |
| Transce3nd, LLC | 0.01% | — | 351 | $21K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.0% | 325 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.6% | 313 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $18K |
| Oarsman Capital, Inc. | 0.00% | Reduce -40.0% | 300 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 257 | $15K |
| VSM Wealth Advisory, LLC | 0.01% | — | 240 | $14K |
| Versant Capital Management, Inc | 0.00% | New | 233 | $14K |
| Pineridge Advisors LLC | 0.01% | New | 227 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 208 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $12K |
| Caitlin John, LLC | 0.01% | No change | 192 | $11K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 170 | $10K |
| Empowered Funds, LLC | 0.00% | New | 157 | $9K |
| Bangor Savings Bank | 0.00% | No change | 155 | $9K |
| SBI Securities Co., Ltd. | 0.00% | — | 152 | $9K |
| Fifth Third Bancorp | 0.00% | New | 125 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $7K |
| Stephens Consulting, LLC | 0.00% | New | 110 | $7K |
| Morse Asset Management, Inc | 0.00% | No change | 109 | $6K |
| Modus Advisors, LLC | 0.00% | New | 107 | $6K |
| LRI Investments, LLC | 0.00% | No change | 107 | $6K |
| National Bank of Canada | 0.00% | New | 106 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 100 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $6K |
| Valued Wealth Advisors LLC | 0.00% | New | 93 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 97 | $5K |
| Lanark Financial, Inc. | 0.37% | — | 68 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 66 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 66 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -100.0% | 60 | $4K |
| Bernard Wealth Management Corp. | 0.00% | — | 41 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 18 | $1K |
| Summit Securities Group LLC | 0.00% | New | 15 | $887 |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $651 |
| Parallel Advisors, LLC | 0.00% | New | 10 | $591 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.