First Trust Rising DividendRDVYETF
13F holders, Q1 2025 (March 31)647holders −5
45new positions
44sold out
4famous investors
$58.48avg. 13F price*
At the end of Q1 2025, 647 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, down 5 from Q4 2024. 45 opened new positions and 44 sold out. The largest holders were LPL Financial LLC ($1.4B), Morgan Stanley ($978.9M) and Raymond James Financial Inc. ($644.1M). 4 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $26.9M |
| Exits | 44 | $38.4M |
All 13F filers, Q4 2024 → Q1 2025: 13,826,428 shares bought and 2,605,009 shares sold, net +11,221,419 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 647 holders
| LPL Financial LLC | 0.54% | Add +11.2% | 23,686,574 | $1.4B |
| Morgan Stanley | 0.07% | Add +3.0% | 16,722,470 | $978.9M |
| Raymond James Financial Inc. | 0.24% | Add +9.7% | 11,002,535 | $644.1M |
| Wells Fargo & Company | 0.13% | Add +5.7% | 9,523,531 | $557.5M |
| Bank of America Corp. | 0.03% | Add +12.7% | 6,278,885 | $367.6M |
| Ameriprise Financial Inc. | 0.10% | Reduce -0.3% | 6,116,510 | $357.1M |
| Commonwealth Equity Services, LLC | 0.50% | Add +7.7% | 6,074,450 | $355.6M |
| UBS Group AG | 0.06% | Add +6.0% | 4,856,995 | $284.3M |
| Royal Bank of Canada | 0.05% | Add +3.5% | 3,521,054 | $206.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.8% | 3,421,026 | $200.3M |
| Osaic Holdings, Inc. | 0.40% | Add +15.5% | 3,034,631 | $177.7M |
| Cetera Investment Advisers | 0.31% | Add +9.6% | 2,697,319 | $157.9M |
| Kestra Advisory Services, LLC | 0.72% | Reduce -1.8% | 2,526,316 | $147.9M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +7.4% | 2,425,054 | $142.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +12.6% | 2,349,402 | $137.5M |
| Stifel Financial Corp. | 0.13% | Add +22.4% | 2,153,159 | $126.1M |
| Private Advisor Group, LLC | 0.67% | Add +3.7% | 1,902,358 | $111.4M |
| HighTower Advisors, LLC | 0.12% | Add +15.1% | 1,518,752 | $88.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.8% | 1,409,027 | $82.5M |
| PNC Financial Services Group, Inc. | 0.04% | Add +7.8% | 1,276,965 | $74.8M |
| Janney Montgomery Scott LLC | 0.21% | Add +91.0% | 1,274,557 | $74.6M |
| MML Investors Services, LLC | 0.25% | Add +24.8% | 1,269,467 | $74.3M |
| Csenge Advisory Group | 3.41% | Reduce -1.3% | 1,101,361 | $60.2M |
| Truist Financial Corp. | 0.09% | Add +15.5% | 972,991 | $57.0M |
| Equitable Holdings, Inc. | 0.54% | Add +4.1% | 964,704 | $56.5M |
| Prospera Financial Services Inc | 1.29% | Add +11.1% | 955,665 | $56.0M |
| Integrated Wealth Concepts LLC | 0.64% | Add +1.9% | 932,018 | $54.6M |
| NewEdge Advisors, LLC | 0.31% | Add +12.4% | 898,120 | $52.6M |
| Baird Financial Group, Inc. | 0.10% | Reduce -6.2% | 867,566 | $50.8M |
| D.A. Davidson & Co. | 0.39% | Add +13.3% | 826,259 | $48.4M |
| Cwm, LLC | 0.19% | Reduce -2.9% | 822,043 | $48.1M |
| Jones Financial Companies LLLP | 0.04% | Add +61.4% | 688,084 | $39.9M |
| Kestra Private Wealth Services, LLC | 0.65% | Add +1.3% | 668,528 | $39.1M |
| Affinity Wealth Management LLC | 7.19% | Add +26.2% | 662,153 | $38.8M |
| Arax Advisory Partners | 2.33% | Reduce -12.3% | 621,844 | $36.4M |
| Avantax Advisory Services, Inc. | 0.21% | Add +2.9% | 578,290 | $33.9M |
| RVW Wealth, LLC | 3.17% | Reduce -10.0% | 575,463 | $33.7M |
| Harbour Investments, Inc. | 0.96% | Add +2.7% | 573,676 | $33.6M |
| Atria Wealth Solutions, Inc. | 0.40% | Reduce -21.0% | 572,070 | $33.5M |
| Horizon Advisory Services, Inc. | 18.68% | Reduce -0.5% | 563,903 | $33.0M |
| Ascension Capital Advisors, Inc. | 14.28% | Add +1.0% | 533,898 | $31.3M |
| Koshinski Asset Management, Inc. | 2.65% | Add +2.8% | 533,279 | $31.2M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +5.3% | 526,911 | $30.8M |
| Aptus Capital Advisors, LLC | 0.34% | Add +3.0% | 518,933 | $30.4M |
| Financial Partners Group, Inc | 4.67% | Add +6.0% | 517,244 | $30.3M |
| Guardian Wealth Advisors, LLC / NC | 2.40% | Add +3.1% | 512,877 | $30.0M |
| Mariner, LLC | 0.05% | Add +8.6% | 489,714 | $28.7M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +11.5% | 476,233 | $27.9M |
| Hobart Private Capital, LLC | 6.79% | Add +5.6% | 464,097 | $27.2M |
| Independent Financial Group, LLC | 0.92% | Add +6.2% | 459,417 | $26.9M |
| Fifth Third Securities, Inc. | 1.98% | Add +9.6% | 401,988 | $23.5M |
| VestGen Advisors, LLC | 0.99% | — | 371,728 | $21.8M |
| Blair William & Co. | 0.06% | Add +0.4% | 350,554 | $20.5M |
| Crumly & Associates Inc. | 5.52% | Add +2.3% | 341,751 | $20.0M |
| Perennial Investment Advisors, LLC | 2.23% | Reduce -3.2% | 338,387 | $19.8M |
| Citigroup Inc. | 0.01% | Add +11.4% | 333,431 | $19.5M |
| US Bancorp \de | 0.03% | Add +0.7% | 330,792 | $19.4M |
| Benjamin Edwards Inc. | 0.27% | Reduce -1.9% | 326,326 | $19.1M |
| Western Wealth Management, LLC | 1.26% | Reduce -0.9% | 324,386 | $19.0M |
| Liberty Square Wealth Partners LLC | 7.13% | Add +16.4% | 318,985 | $18.7M |
| Intellus Advisors LLC | 3.22% | Add +1.2% | 314,599 | $18.4M |
| ABLE Financial Group, LLC | 5.00% | Add +9.3% | 304,387 | $17.8M |
| Valmark Advisers, Inc. | 0.27% | Add +5.1% | 300,681 | $17.6M |
| Spectrum Wealth Advisory Group, LLC | 8.24% | Add +17.5% | 293,346 | $17.2M |
| Key Client Fiduciary Advisors, LLC | 7.91% | Reduce -0.4% | 293,291 | $17.2M |
| Next Level Private LLC | 6.33% | Add +10.6% | 290,258 | $17.0M |
| First Heartland Consultants, Inc. | 1.74% | Reduce -25.3% | 287,653 | $16.8M |
| Pine Valley Investments Ltd Liability Co | 1.08% | Add +21.2% | 287,580 | $16.8M |
| Park National Corp. | 0.61% | Reduce -0.9% | 282,437 | $16.5M |
| Good Life Advisors, LLC | 1.13% | Add +29.7% | 275,153 | $16.1M |
| Beacon Financial Group | 1.76% | Reduce -7.7% | 274,793 | $16.1M |
| Sanctuary Advisors, LLC | 0.11% | Add +25.1% | 271,311 | $15.9M |
| Ergawealth Advisors, Inc. | 7.46% | Add +0.9% | 257,311 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.5% | 255,623 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.8% | 254,976 | $14.9M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -18.9% | 241,841 | $14.2M |
| ORG Partners LLC | 3.51% | Add +16.0% | 234,451 | $13.8M |
| IHT Wealth Management, LLC | 0.43% | Reduce -1.2% | 232,962 | $13.6M |
| CLG LLC | 4.69% | Reduce -7.5% | 230,736 | $13.5M |
| Strategic Planning Group, LLC | 2.60% | Add +17.6% | 227,326 | $13.3M |
| Integrity Wealth Advisors, Inc. | 9.73% | Add +25.3% | 226,879 | $13.3M |
| Scarborough Advisors, LLC | 1.88% | Add +1.2% | 225,535 | $13.2M |
| Silver Oak Securities, Incorporated | 1.20% | Add +1.1% | 220,194 | $12.8M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +8.6% | 216,451 | $12.7M |
| tru Independence LLC | 3.86% | Add +44.8% | 212,635 | $12.4M |
| GPS Wealth Strategies Group, LLC | 1.68% | Add +96.8% | 212,404 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.0% | 208,946 | $12.2M |
| Arkadios Wealth Advisors | 0.46% | Add +69.9% | 207,911 | $12.2M |
| Gladstone Institutional Advisory LLC | 0.56% | Reduce -8.3% | 205,395 | $12.0M |
| Howard Financial Services, LTD. | 1.63% | Add +2.4% | 204,854 | $12.0M |
| PFG Advisors | 0.67% | Add +1.9% | 204,638 | $12.0M |
| Global Assets Advisory, LLC | 2.21% | Add +189.6% | 211,714 | $11.7M |
| Traction Financial Partners, LLC | 8.97% | Reduce -7.9% | 196,136 | $11.5M |
| US Financial Advisors, LLC | 3.39% | Reduce -2.1% | 195,898 | $11.5M |
| IFG Advisory, LLC | 0.64% | Add +0.8% | 195,734 | $11.5M |
| Sanchez Wealth Management Group | 3.10% | Add +2.2% | 195,146 | $11.4M |
| N.E.W. Advisory Services LLC | 0.87% | Add +102.7% | 195,077 | $11.4M |
| Pinnacle Associates Ltd. | 0.17% | Add +4.1% | 194,715 | $11.4M |
| Breakthru Advisory Services, LLC | 17.48% | Reduce -4.7% | 193,146 | $11.3M |
| Solano Wealth Investment Advisors LLC | 6.68% | Reduce -3.8% | 184,334 | $10.8M |
| Thoroughbred Financial Services, LLC | 0.67% | Add +17.0% | 182,524 | $10.7M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +7.4% | 182,417 | $10.7M |
| ODonnell Financial Services, LLC | 4.39% | Add +18.6% | 181,580 | $10.6M |
| Naviter Wealth, LLC | 1.26% | Add +6.1% | 177,732 | $10.4M |
| Plotkin Financial Advisors, LLC | 6.29% | Add +3.3% | 174,858 | $10.2M |
| Wagner Wealth Management, LLC | 2.54% | Add +4.3% | 173,836 | $10.2M |
| Golden State Wealth Management, LLC | 1.50% | Add +15.3% | 172,932 | $10.1M |
| KMG Fiduciary Partners, LLC | 0.84% | Add +12.5% | 172,847 | $10.1M |
| First Horizon Advisors, Inc. | 0.28% | Add +5.3% | 171,783 | $10.1M |
| Legacy Capital Wealth Partners, LLC | 2.31% | Reduce -13.0% | 167,108 | $9.4M |
| GSG Advisors LLC | 3.06% | Add +5.2% | 166,499 | $9.3M |
| Bellevue Asset Management, LLC | 5.06% | Add +23.1% | 158,537 | $9.3M |
| AJ Advisors, LLC | 4.74% | Add +2.3% | 158,062 | $9.3M |
| Mainsail Financial Group, LLC | 5.05% | Add +5.7% | 152,278 | $8.9M |
| Private Advisory Group LLC | 1.00% | Reduce -7.7% | 150,197 | $8.8M |
| Sigma Planning Corp | 0.28% | Add +10.9% | 150,079 | $8.8M |
| United Advisor Group, LLC | 1.80% | Add +7.3% | 149,551 | $8.8M |
| Redhawk Wealth Advisors, Inc. | 1.15% | Add +1.7% | 146,453 | $8.6M |
| San Luis Wealth Advisors LLC | 1.91% | Add +135.7% | 143,956 | $8.4M |
| Per Stirling Capital Management, LLC. | 1.20% | Reduce -1.2% | 142,054 | $8.3M |
| Principal Securities, Inc. | 0.19% | Add +0.3% | 140,573 | $8.3M |
| Oppenheimer & Co. Inc. | 0.12% | Add +13.6% | 140,000 | $8.2M |
| Triumph Capital Management | 2.69% | Add +17.9% | 137,806 | $8.1M |
| Walkner Condon Financial Advisors LLC | 1.62% | Add +144.0% | 136,687 | $8.0M |
| Guided Capital Wealth Management, LLC | 6.65% | Add +2.3% | 136,030 | $8.0M |
| Geneos Wealth Management Inc. | 0.27% | Add +6.1% | 135,455 | $7.9M |
| Marshall Investment Management, LLC | 4.92% | Add +18.6% | 135,196 | $7.9M |
| Mach-1 Financial Group, LLC | 2.34% | Add +939.7% | 133,408 | $7.8M |
| U.S. Capital Wealth Advisors, LLC | 0.23% | Add +0.5% | 129,952 | $7.6M |
| Cornerstone Wealth Management, LLC | 0.51% | Add +8.1% | 129,850 | $7.6M |
| Barnes Pettey Financial Advisors, LLC | 5.90% | Add +8.1% | 129,514 | $7.6M |
| Weitzel Financial Services, Inc. | 3.60% | Reduce -8.7% | 135,142 | $7.6M |
| Rockport Wealth LLC | 2.59% | Add +6.1% | 125,349 | $7.3M |
| Fairway Financial, LLC | 6.65% | Add +1.6% | 125,219 | $7.3M |
| Comerica Bank | 0.03% | Add +9.8% | 124,546 | $7.3M |
| Denver Wealth Management, Inc. | 3.30% | Reduce -0.4% | 123,630 | $7.2M |
| Sovereign Financial Group, Inc. | 1.66% | Add +4.8% | 123,229 | $7.2M |
| Peak Planning Group, LLC | 2.98% | Add +19.8% | 121,154 | $7.1M |
| Integrity Financial Corp | 4.00% | Add +1.0% | 120,468 | $7.1M |
| POM Investment Strategies, LLC | 8.19% | Reduce -12.2% | 119,642 | $7.0M |
| Flagship Harbor Advisors, LLC | 0.37% | Add +32.5% | 119,411 | $7.0M |
| TBH Global Asset Management, LLC | 1.33% | Add +184.9% | 118,863 | $7.0M |
| Kovack Advisors, Inc. | 0.74% | Add +4.5% | 118,617 | $6.9M |
| DAVENPORT & Co LLC | 0.04% | Add +18.9% | 117,227 | $6.9M |
| International Assets Investment Management, LLC | 0.60% | Reduce -0.6% | 116,666 | $6.8M |
| City Holding Co. | 0.95% | Add +11.2% | 115,221 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +54.7% | 113,398 | $6.6M |
| Cooper Capital Advisors LLC | 7.09% | Add +28.8% | 113,088 | $6.6M |
| StoneX Group Inc. | 0.36% | Reduce -0.7% | 112,932 | $6.6M |
| HBW Advisory Services LLC | 0.94% | Add +9.1% | 112,869 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Add +45.2% | 112,824 | $6.6M |
| StoneCrest Wealth Management, Inc. | 4.20% | New | 112,775 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +28.4% | 112,263 | $6.6M |
| Petix & Botte Co | 1.67% | Add +29.2% | 108,091 | $6.3M |
| LeClair Wealth Partners LLC | 4.56% | Reduce -34.7% | 108,079 | $6.3M |
| Elios Financial Group Inc. | 3.09% | Reduce -2.3% | 106,954 | $6.3M |
| Focus Financial Network, Inc. | 0.25% | Add +13.1% | 106,472 | $6.2M |
| SMART Wealth LLC | 2.21% | Add +4.8% | 105,275 | $6.2M |
| Frederick Financial Consultants, LLC | 4.42% | Add +1.8% | 104,757 | $6.1M |
| Hickory Asset Management, Inc. | 5.37% | Add +0.6% | 103,190 | $6.0M |
| Invst, LLC | 0.82% | Reduce -12.7% | 102,354 | $6.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Add +8.4% | 100,323 | $5.9M |
| Level Four Advisory Services, LLC | 0.24% | Add +133.7% | 99,347 | $5.8M |
| Genesis Private Wealth, LLC | 3.07% | Add +3.8% | 98,787 | $5.8M |
| Consolidated Portfolio Review Corp | 0.92% | Reduce -0.2% | 98,555 | $5.8M |
| Total Clarity Wealth Management, Inc. | 1.88% | Reduce -0.6% | 97,113 | $5.7M |
| Nestegg Advisors, Inc. | 6.07% | Add +5.4% | 97,601 | $5.7M |
| HFG Advisors, Inc. | 4.88% | Reduce -5.7% | 97,573 | $5.7M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -8.4% | 96,843 | $5.7M |
| Smith, Moore & Co. | 0.52% | Add +2.5% | 95,661 | $5.6M |
| Daymark Wealth Partners, LLC | 0.24% | Add +0.8% | 95,535 | $5.6M |
| World Investment Advisors | 0.15% | Reduce -1.1% | 95,491 | $5.6M |
| Cottonwood Capital Advisors, LLC | 4.08% | Reduce -3.2% | 94,870 | $5.6M |
| Stephens Inc. | 0.08% | Add +10.4% | 94,754 | $5.5M |
| EWG Elevate Inc. | 2.05% | Reduce -18.9% | 92,594 | $5.4M |
| Huntleigh Advisors, Inc. | 0.90% | Add +4.5% | 92,254 | $5.4M |
| Kingsview Wealth Management, LLC | 0.10% | Add +26.9% | 91,981 | $5.4M |
| Wedbush Securities Inc. | 0.20% | Add +1.3% | 91,647 | $5.4M |
| Wolf Group Capital Advisors | 1.79% | Add +14.3% | 91,026 | $5.3M |
| ORBA Wealth Advisors, L.L.C. | 2.65% | Add +12.8% | 89,922 | $5.3M |
| Cozad Asset Management Inc. | 0.52% | Add +3.9% | 89,600 | $5.2M |
| Spire Wealth Management | 0.17% | Add +2.3% | 89,541 | $5.2M |
| RFG Advisory, LLC | 0.14% | Add +14.1% | 89,521 | $5.2M |
| Sandy Spring Bank | 0.22% | Add +92.9% | 89,194 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +38.3% | 88,680 | $5.2M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +38.3% | 88,680 | $5.2M |
| BlueChip Wealth Advisors LLC | 2.50% | Add +8.0% | 86,936 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +20.9% | 85,493 | $5.0M |
| Advance Capital Management, Inc. | 0.24% | Reduce -1.7% | 84,056 | $4.9M |
| &partners | 0.05% | Reduce -3.8% | 83,944 | $4.9M |
| Five Pine Wealth Management | 3.96% | Reduce -0.3% | 83,056 | $4.9M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -29.0% | 82,014 | $4.8M |
| Atria Investments, Inc | 0.06% | Add +25.9% | 79,475 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +13.2% | 75,246 | $4.6M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -2.5% | 78,411 | $4.6M |
| Lineweaver Wealth Advisors, LLC | 0.77% | Add +3.4% | 77,607 | $4.5M |
| Genesee Capital Advisors, LLC | 2.25% | Reduce -2.9% | 76,926 | $4.5M |
| Insight Inv LLC | 3.01% | Add +25.3% | 74,854 | $4.4M |
| Titleist Asset Management, LLC | 0.51% | Add +11.1% | 74,518 | $4.4M |
| TruWealth Advisors, LLC | 0.26% | Add +4.4% | 74,301 | $4.3M |
| Claro Advisors Inc. | 0.58% | Add +8.5% | 73,963 | $4.3M |
| Certified Advisory Corp | 0.48% | Add +22.1% | 72,565 | $4.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.71% | Add +17.7% | 72,169 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +97.6% | 71,944 | $4.2M |
| AE Wealth Management LLC | 0.04% | Add +55.7% | 71,860 | $4.2M |
| Financial Advocates Investment Management | 0.29% | Reduce -0.7% | 71,511 | $4.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Reduce -1.4% | 69,000 | $4.0M |
| Hidden Cove Wealth Management, LLC | 3.18% | Reduce -3.7% | 68,683 | $4.0M |
| Lanark Financial, Inc. | 0.34% | — | 68,584 | $4.0M |
| Arvest Investments, Inc. | 0.63% | Add +29.9% | 68,508 | $4.0M |
| Envision Financial LLC | 3.02% | Add +15.8% | 68,507 | $4.0M |
| CreativeOne Wealth, LLC | 0.12% | Add +41.1% | 68,012 | $4.0M |
| IFP Advisors, Inc | 0.12% | Reduce -9.2% | 67,518 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.1% | 67,444 | $3.9M |
| Harvest Investment Services, LLC | 1.08% | Reduce -3.5% | 66,408 | $3.9M |
| Proactive Wealth Strategies LLC | 2.06% | Reduce -0.4% | 65,979 | $3.9M |
| Assetmark, Inc. | 0.01% | Add +772.8% | 64,832 | $3.8M |
| Asset Allocation Strategies LLC | 0.90% | Reduce -17.6% | 61,641 | $3.6M |
| Mattern Wealth Management LLC | 0.80% | No change | 61,401 | $3.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.55% | Add +2.7% | 61,865 | $3.6M |
| Flaharty Asset Management, LLC | 0.52% | Add +152.4% | 60,996 | $3.6M |
| Elevation Point Wealth Partners, LLC | 0.30% | Reduce -0.9% | 60,635 | $3.5M |
| Braun-Bostich & Associates Inc. | 2.62% | Reduce -1.1% | 60,571 | $3.5M |
| Stegent Equity Advisors, Inc. | 3.60% | Reduce -12.6% | 60,546 | $3.5M |
| Capital Asset Advisory Services LLC | 0.18% | Reduce -3.4% | 59,606 | $3.5M |
| Gateway Wealth Partners, LLC | 0.79% | Add +11.7% | 60,256 | $3.5M |
| Citadel Advisors | 0.00% | Add +14.6% | 60,039 | $3.5M |
| Flagstar Securities, Inc. | 0.89% | Add +0.3% | 59,780 | $3.5M |
| Accel Wealth Management | 1.26% | Add +21.9% | 59,623 | $3.5M |
| Visionary Wealth Advisors | 0.21% | Add +17.0% | 59,608 | $3.5M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Add +51.2% | 59,204 | $3.5M |
| Goldstone Financial Group, LLC | 0.52% | Add +12.8% | 58,684 | $3.4M |
| Shelton Wealth Management, LLC | 1.95% | Reduce -9.6% | 58,122 | $3.4M |
| Allworth Financial LP | 0.02% | Reduce -7.0% | 59,805 | $3.4M |
| Willner & Heller, LLC | 3.11% | Add +8.7% | 57,564 | $3.4M |
| Park Square Financial Group, LLC | 2.66% | Reduce -24.0% | 57,200 | $3.3M |
| Main Street Financial Solutions, LLC | 0.29% | Add +1.0% | 57,043 | $3.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +289.5% | 56,547 | $3.3M |
| IMG Wealth Management, Inc. | 2.98% | Add +5.8% | 56,613 | $3.3M |
| Founders Financial Securities LLC | 0.28% | Add +11.3% | 57,320 | $3.3M |
| WealthCare Investment Partners, LLC | 1.35% | Reduce -0.4% | 59,401 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +5.6% | 55,481 | $3.1M |
| LVZ, Inc. | 0.41% | Add +482.4% | 53,599 | $3.1M |
| Wisconsin Wealth Advisors, LLC | 4.49% | Add +1.3% | 53,405 | $3.1M |
| Modern Wealth Management, LLC | 0.10% | Add +15.8% | 53,281 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +0.8% | 52,216 | $3.1M |
| Southland Equity Partners LLC | 0.71% | Add +0.8% | 51,989 | $3.0M |
| RFG - Bristol Wealth Advisors, LLC | 1.02% | Add +72.2% | 51,985 | $3.0M |
| L.M. Kohn & Company | 0.78% | Add +3.1% | 50,770 | $3.0M |
| Purus Wealth Management, LLC | 1.25% | Add +0.4% | 50,320 | $2.9M |
| Creative Financial Designs Inc. | 0.23% | Add +104.0% | 49,808 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Reduce -83.4% | 49,108 | $2.9M |
| PCA Investment Advisory Services Inc. | 1.50% | Add +11.9% | 48,431 | $2.8M |
| Brookstone Capital Management | 0.04% | Add +59.6% | 46,488 | $2.7M |
| NewEdge Wealth, LLC | 0.05% | Reduce -1.7% | 46,107 | $2.7M |
| Leigh Baldwin & Co., LLC | 2.16% | Add +21.2% | 45,900 | $2.7M |
| Merit Financial Group, LLC | 0.04% | Add +12.2% | 45,658 | $2.7M |
| RiverTree Advisors, LLC | 1.74% | New | 44,517 | $2.6M |
| Northwest Financial Advisors | 2.15% | Reduce -18.3% | 44,294 | $2.6M |
| Eldridge Investment Advisors, Inc. | 0.58% | Reduce -0.8% | 43,317 | $2.5M |
| Davis Investment Partners, LLC | 1.12% | Reduce -2.0% | 45,700 | $2.5M |
| World Equity Group, Inc. | 0.72% | Add +9.5% | 42,801 | $2.5M |
| Mgo One Seven LLC | 0.10% | Add +6.6% | 42,531 | $2.5M |
| TCFG Wealth Management, LLC | 1.25% | Reduce -0.6% | 42,404 | $2.5M |
| Claris Financial LLC | 1.63% | No change | 41,935 | $2.5M |
| Focus Partners Wealth | 0.01% | Reduce -10.3% | 41,991 | $2.5M |
| Chris Bulman Inc | 1.52% | Add +66.6% | 41,203 | $2.4M |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +0.4% | 40,791 | $2.4M |
| Betterment LLC | 0.01% | Add +13.1% | 40,583 | $2.4M |
| Coppell Advisory Solutions LLC | 0.33% | Add +67.5% | 41,292 | $2.4M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -16.2% | 39,440 | $2.3M |
| Keystone Financial Group | 0.23% | Add +2.1% | 39,182 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -7.9% | 39,051 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.20% | Reduce -14.5% | 38,707 | $2.3M |
| TrueWealth Advisors, LLC | 0.73% | Add +7.3% | 38,212 | $2.2M |
| Forefront Wealth Partners, LLC | 1.51% | New | 37,887 | $2.2M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -1.0% | 37,641 | $2.2M |
| Advisory Alpha, LLC | 0.07% | Reduce -2.3% | 37,491 | $2.2M |
| Family Manage LLC | 0.36% | Reduce -33.3% | 37,333 | $2.2M |
| Trivium Point Advisory, LLC | 0.27% | Add +7.5% | 37,331 | $2.2M |
| FMR LLC | 0.00% | Add +42.2% | 37,087 | $2.2M |
| Compass Capital Corp. /Ma/ | 1.13% | Reduce -14.5% | 40,697 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 1.77% | New | 36,440 | $2.1M |
| EdgeRock Capital LLC | 1.49% | Reduce -22.5% | 35,656 | $2.1M |
| Larson Financial Group LLC | 0.10% | Add +12.3% | 34,952 | $2.0M |
| Atlas Wealth LLC | 1.11% | Add +27.5% | 34,831 | $2.0M |
| Wealth Effects LLC | 0.85% | Reduce -0.9% | 34,532 | $2.0M |
| MTM Investment Management, LLC | 0.78% | Reduce -0.4% | 34,110 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Add +0.3% | 33,584 | $2.0M |
| Centerpoint Advisory Group | 1.92% | Reduce -1.9% | 33,414 | $2.0M |
| Perissos Private Wealth Management, LLC | 1.73% | Add +5.9% | 32,441 | $1.9M |
| Apexium Financial, LP | 0.11% | Reduce -1.3% | 31,966 | $1.9M |
| Beck Bode, LLC | 0.35% | Reduce -20.2% | 31,707 | $1.9M |
| AQR Capital Management | 0.00% | Add +70.2% | 31,071 | $1.8M |
| Barrett & Company, Inc. | 0.78% | Add +0.0% | 30,914 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -23.5% | 30,794 | $1.8M |
| Prudential PLC | 0.01% | No change | 30,500 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.68% | Add +2.9% | 30,402 | $1.8M |
| Twin Peaks Wealth Advisors, LLC | 0.80% | Reduce -9.3% | 31,801 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.2% | 30,067 | $1.8M |
| PCG Wealth Advisors, LLC | 0.60% | Add +8.6% | 29,536 | $1.7M |
| Virtus Wealth Solutions LLC | 0.52% | Add +7.5% | 29,043 | $1.7M |
| AdvisorNet Financial, Inc | 0.12% | Add +1.9% | 28,670 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -4.3% | 28,037 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | Add +3.1% | 27,793 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +440.8% | 27,683 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +39.1% | 27,609 | $1.6M |
| Intrua Financial, LLC | 0.25% | Add +5.4% | 27,391 | $1.6M |
| Lion Street Advisors, LLC | 0.51% | Reduce -5.2% | 27,182 | $1.6M |
| American Financial Advisors, LLC | 0.23% | Add +2.4% | 26,612 | $1.6M |
| Private Trust Co. NA | 0.16% | Add +2.1% | 26,456 | $1.5M |
| WealthBridge Capital Management, LLC | 0.43% | Add +260.4% | 26,230 | $1.5M |
| Darwin Wealth Management, LLC | 0.51% | No change | 25,829 | $1.5M |
| Sunbelt Securities, Inc. | 0.14% | Add +93.6% | 26,092 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +120.2% | 26,047 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.43% | Add +2.5% | 25,924 | $1.5M |
| PKS Advisory Services, LLC | 0.41% | Add +35.7% | 25,828 | $1.5M |
| Iams Wealth Management, LLC | 0.69% | Add +568.4% | 25,815 | $1.5M |
| EPG Wealth Management LLC | 0.42% | Reduce -30.0% | 25,511 | $1.5M |
| Advisor Resource Council | 0.12% | Add +394.6% | 25,076 | $1.5M |
| Strategic Blueprint, LLC | 0.08% | Add +9.9% | 24,523 | $1.4M |
| Avior Wealth Management, LLC | 0.05% | Add +0.3% | 24,336 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +24.6% | 24,275 | $1.4M |
| Pitti Group Wealth Management, LLC | 1.42% | Reduce -4.2% | 23,720 | $1.4M |
| Aurora Private Wealth, Inc. | 1.08% | Add +3.6% | 23,132 | $1.4M |
| Root Financial Partners, LLC | 0.14% | Reduce -13.5% | 23,007 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +5.7% | 23,004 | $1.3M |
| Uptick Partners, LLC | 0.46% | New | 22,959 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | New | 22,911 | $1.3M |
| BankPlus Wealth Management LLC | 0.98% | Reduce -65.0% | 22,839 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Reduce -0.6% | 22,801 | $1.3M |
| Retireful, LLC | 1.25% | New | 22,853 | $1.3M |
| Regatta Capital Group, LLC | 0.26% | Add +1.1% | 22,522 | $1.3M |
| Prism Advisors, Inc. | 0.40% | Reduce -11.4% | 22,369 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +24.0% | 22,352 | $1.3M |
| Quad-Cities Investment Group, LLC | 0.65% | Reduce -1.7% | 22,310 | $1.3M |
| Ellsworth Advisors, LLC | 0.34% | Reduce -0.5% | 22,192 | $1.3M |
| MAI Capital Management | 0.01% | Reduce -7.4% | 21,932 | $1.3M |
| Morey & Quinn Wealth Partners, LLC | 1.06% | Add +1.0% | 21,885 | $1.3M |
| Grantvest Financial Group LLC | 1.03% | Reduce -2.2% | 21,596 | $1.3M |
| Altus Wealth Group LLC | 0.58% | Add +7.0% | 21,269 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.1% | 21,164 | $1.2M |
| TD Capital Management LLC | 0.12% | Reduce -5.3% | 20,914 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -0.9% | 20,853 | $1.2M |
| Winebrenner Capital Management LLC | 1.09% | Reduce -0.0% | 20,723 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.55% | Add +3.7% | 20,669 | $1.2M |
| Richmond Investment Services, LLC | 0.66% | Reduce -5.8% | 20,599 | $1.2M |
| L & S Advisors Inc | 0.17% | Add +3.3% | 20,593 | $1.2M |
| Virtue Capital Management, LLC | 0.14% | New | 20,534 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +19.8% | 20,509 | $1.2M |
| Sowell Financial Services LLC | 0.05% | New | 20,505 | $1.2M |
| Platform Technology Partners | 0.35% | Add +3.7% | 20,304 | $1.2M |
| Family Capital Management, Inc. | 0.73% | Reduce -0.5% | 20,210 | $1.2M |
| Insigneo Advisory Services, LLC | 0.12% | Reduce -6.2% | 20,170 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.4% | 20,141 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.53% | Add +1.1% | 20,014 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | Reduce -11.1% | 20,050 | $1.2M |
| Atlas Private Wealth Advisors | 0.16% | Add +0.5% | 19,942 | $1.2M |
| Walker Asset Management, LLC | 0.71% | Reduce -0.6% | 19,900 | $1.2M |
| TFB Advisors LLC | 0.33% | Reduce -11.6% | 19,520 | $1.1M |
| Tidemark, LLC | 0.42% | Reduce -7.2% | 19,465 | $1.1M |
| Creative Planning | 0.00% | Add +193.4% | 19,321 | $1.1M |
| Simplicity Wealth,LLC | 0.09% | Add +308.2% | 19,172 | $1.1M |
| Ameriflex Group, Inc. | 0.45% | Reduce -46.1% | 18,953 | $1.1M |
| Beacon Financial Advisory LLC | 0.33% | Add +7.7% | 18,735 | $1.1M |
| PMG Wealth Management, Inc. | 1.16% | No change | 18,581 | $1.1M |
| Novem Group | 0.15% | Add +3.7% | 18,535 | $1.1M |
| Owen LaRue, LLC | 0.54% | Reduce -38.5% | 18,534 | $1.1M |
| Dagco, Inc. | 0.35% | Reduce -1.2% | 18,467 | $1.1M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -2.0% | 18,461 | $1.1M |
| Kaydan Wealth Management, Inc. | 0.35% | Add +1.1% | 18,404 | $1.1M |
| Sequent Planning LLC | 0.38% | Reduce -2.0% | 18,250 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.41% | Add +4.0% | 18,150 | $1.1M |
| Moment Partners, LLC | 0.21% | No change | 18,125 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.7% | 18,094 | $1.1M |
| ProVise Management Group, LLC | 0.09% | Add +22.0% | 17,928 | $1.0M |
| Flynn Zito Capital Management, LLC | 0.48% | Add +0.4% | 17,918 | $1.0M |
| Woodward Diversified Capital, LLC | 0.74% | Reduce -5.4% | 17,909 | $1.0M |
| Centennial Wealth Advisory LLC | 0.38% | Add +245.1% | 17,673 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +0.0% | 17,648 | $1.0M |
| Legacy Wealth Managment, LLC | 0.75% | Add +7.9% | 17,608 | $1.0M |
| Savvy Advisors, Inc. | 0.10% | Add +24.6% | 17,308 | $1.0M |
| Opinicus Capital, Inc. | 0.88% | Reduce -8.3% | 17,027 | $997K |
| Topsail Wealth Management, LLC | 0.20% | Add +6.4% | 17,005 | $994K |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -2.5% | 16,956 | $993K |
| Mission Financial Group, LLC | 0.91% | — | 14,409 | $984K |
| Ignite Planners, LLC | 0.19% | Add +0.1% | 17,186 | $982K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Reduce -10.5% | 16,746 | $980K |
| Tranquility Partners, LLC | 0.37% | Add +7.4% | 16,514 | $967K |
| Panoramic Investment Advisors, LLC | 0.65% | Reduce -0.6% | 16,466 | $964K |
| Bison Wealth, LLC | 0.09% | Reduce -30.2% | 16,096 | $942K |
| Capital Analysts, LLC | 0.03% | Add +19.3% | 15,931 | $933K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,606 | $914K |
| Nova Wealth Management, Inc. | 0.79% | Reduce -22.7% | 15,578 | $912K |
| Clarity Capital Partners LLC | 0.37% | Reduce -1.3% | 15,525 | $909K |
| Lynch & Associates | 0.19% | Add +40.2% | 15,233 | $892K |
| Cahill Financial Advisors Inc. | 0.12% | Add +3.9% | 15,056 | $881K |
| Prosperity Consulting Group, LLC | 0.07% | Add +10.4% | 14,797 | $866K |
| National Wealth Management Group, LLC | 0.57% | Add +66.1% | 14,778 | $865K |
| Keystone Financial Services, LLC | 0.73% | Reduce -0.3% | 14,743 | $863K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.9% | 14,481 | $843K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.30% | Add +3.3% | 14,294 | $837K |
| Fsa Wealth Partners, Inc. | 0.32% | Reduce -1.3% | 14,250 | $834K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.1% | 14,086 | $825K |
| Trueblood Wealth Management, LLC | 0.38% | Add +14.1% | 13,959 | $817K |
| Waterfront Wealth Inc. | 0.20% | Add +6.5% | 13,957 | $817K |
| Spreng Capital Management, Inc. | 0.37% | Reduce -1.2% | 13,739 | $804K |
| Onyx Bridge Wealth Group LLC | 0.12% | Reduce -4.7% | 13,723 | $803K |
| Victory Financial Group, LLC | 0.15% | Add +119.7% | 13,627 | $798K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -0.3% | 13,580 | $795K |
| SFG Wealth Management, LLC. | 0.38% | Add +3.4% | 13,451 | $787K |
| DHJJ Financial Advisors, Ltd. | 0.31% | Add +6.0% | 13,251 | $776K |
| OneAscent Financial Services LLC | 0.05% | Add +287.1% | 13,091 | $767K |
| NBT Bank, N.A. | 0.05% | Reduce -3.4% | 12,909 | $756K |
| Kapstone Financial Advisors LLC | 0.42% | Reduce -2.7% | 12,799 | $749K |
| Main Street Group, LTD | 0.33% | Add +582.0% | 12,794 | $749K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.0% | 12,632 | $739K |
| Maia Wealth LLC | 0.17% | Reduce -13.1% | 13,194 | $732K |
| Continuum Advisory, LLC | 0.09% | Add +16.1% | 12,289 | $719K |
| Secure Asset Management, LLC | 0.14% | Add +18.9% | 12,004 | $703K |
| Synovus Financial Corp. | 0.01% | Add +23.2% | 11,882 | $696K |
| First Trust Advisors LP | 0.00% | Reduce -21.6% | 11,730 | $687K |
| Krilogy Financial LLC | 0.04% | Reduce -1.4% | 11,724 | $686K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Add +4.9% | 11,619 | $680K |
| Delta Investment Management, LLC | 0.14% | Add +8.9% | 11,478 | $672K |
| Paragon Private Wealth Management, LLC | 0.31% | Reduce -11.9% | 11,443 | $670K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -6.3% | 11,961 | $667K |
| Three Magnolias Financial Advisors, LLC | 0.56% | New | 11,333 | $663K |
| Jane Street Group, LLC | 0.00% | Reduce -29.1% | 11,201 | $656K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +92.2% | 11,142 | $652K |
| Stonebridge Financial Group, LLC | 0.07% | Add +12.1% | 10,950 | $641K |
| Prepared Retirement Institute LLC | 0.40% | New | 10,769 | $630K |
| Composition Wealth, LLC | 0.01% | New | 10,588 | $620K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $616K |
| Uniting Wealth Partners, LLC | 0.31% | Add +175.8% | 10,509 | $615K |
| Woodmont Investment Counsel LLC | 0.04% | Add +18.9% | 10,417 | $610K |
| Creekmur Asset Management LLC | 0.13% | Add +0.7% | 10,408 | $609K |
| Merkkuri Wealth Advisors LLC | 0.52% | Reduce -0.4% | 10,368 | $607K |
| Cibc World Market Inc. | 0.00% | Reduce -3.5% | 10,197 | $597K |
| REAP Financial Group, LLC | 0.15% | Reduce -0.1% | 10,064 | $589K |
| Aspire Capital Advisors LLC | 0.17% | Reduce -95.3% | 10,007 | $586K |
| Captrust Financial Advisors | 0.00% | Add +95.5% | 9,963 | $583K |
| Michels Family Financial, LLC | 0.52% | Reduce -0.7% | 9,866 | $578K |
| Choreo, LLC | 0.01% | Reduce -7.5% | 9,853 | $577K |
| Clark Capital Management Group, Inc. | 0.00% | Add +43.5% | 9,824 | $575K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +34.4% | 9,817 | $575K |
| Full Sail Capital, LLC | 0.04% | Add +47.3% | 9,790 | $573K |
| Citizens Financial Group Inc. | 0.01% | Add +46.3% | 9,754 | $571K |
| Alliance Wealth Advisors, LLC | 0.34% | Reduce -82.6% | 9,750 | $571K |
| Integrated Advisors Network LLC | 0.03% | Add +7.1% | 9,477 | $555K |
| Wills Financial Group LLC | 0.24% | — | 9,280 | $543K |
| Synergy Investment Management, LLC | 0.23% | Add +2.7% | 9,257 | $542K |
| Calton & Associates, Inc. | 0.12% | Add +7.9% | 9,244 | $541K |
| Wealth Watch Advisors, INC | 0.43% | Add +21.4% | 9,069 | $531K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -45.1% | 8,971 | $522K |
| WealthTrust Asset Management, LLC | 0.39% | Reduce -4.2% | 8,889 | $520K |
| Greenwich Wealth Management LLC | 0.04% | Add +0.0% | 8,889 | $520K |
| Puff Wealth Management, LLC | 0.92% | Add +0.1% | 8,878 | $520K |
| Garden State Investment Advisory Services LLC | 0.16% | Add +75.5% | 8,720 | $510K |
| Sovran Advisors, LLC | 0.07% | Reduce -7.3% | 9,339 | $510K |
| PFG Investments, LLC | 0.03% | Add +4.0% | 8,636 | $506K |
| Money Concepts Capital Corp. | 0.04% | Reduce -5.2% | 8,507 | $498K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 8,167 | $478K |
| Hilltop Holdings Inc. | 0.03% | Reduce -0.1% | 8,033 | $470K |
| Maridea Wealth Management LLC | 0.15% | Add +54.0% | 8,025 | $470K |
| Moors & Cabot, Inc. | 0.02% | Add +5.8% | 8,024 | $470K |
| Millstone Evans Group, LLC | 0.31% | No change | 7,804 | $457K |
| Castleview Partners, LLC | 0.31% | Reduce -0.6% | 7,787 | $456K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +2.1% | 7,759 | $454K |
| Centaurus Financial, Inc. | 0.03% | Add +160.3% | 7,734 | $453K |
| Forte Capital LLC | 0.05% | Reduce -10.5% | 7,640 | $447K |
| Balance Wealth Partners LLC | 0.29% | — | 7,631 | $447K |
| Clearstead Advisors, LLC | 0.01% | Reduce -16.8% | 7,452 | $436K |
| Townsquare Capital LLC | 0.00% | New | 7,346 | $430K |
| Ballew Advisors, Inc | 0.28% | New | 7,513 | $413K |
| Red Door Wealth Management, LLC | 0.06% | No change | 7,046 | $412K |
| Keystone Wealth Services, LLC | 0.11% | Add +30.7% | 7,043 | $412K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +44.9% | 6,890 | $403K |
| 1776 Wealth LLC | 0.18% | No change | 6,776 | $397K |
| Cutter & CO Brokerage, Inc. | 0.09% | Add +71.2% | 6,758 | $396K |
| Old Port Advisors | 0.12% | No change | 6,757 | $396K |
| Independent Wealth Network Inc. | 0.15% | Add +12.9% | 6,449 | $378K |
| FWG Holdings, LLC | 0.18% | Reduce -3.0% | 6,517 | $372K |
| Westside Investment Management, Inc. | 0.08% | No change | 6,171 | $361K |
| Fisher Asset Management | 0.00% | New | 6,135 | $359K |
| Pacific Sun Financial Corp | 0.20% | Add +0.7% | 6,130 | $359K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $358K |
| Northwest Wealth Management, LLC | 0.07% | New | 6,024 | $353K |
| Brookwood Investment Group LLC | 0.06% | — | 5,860 | $343K |
| Strategy Asset Managers LLC | 0.07% | Reduce -9.8% | 5,797 | $339K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +1.3% | 5,757 | $337K |
| Zullo Investment Group, Inc. | 0.14% | Add +0.6% | 5,746 | $336K |
| Realta Investment Advisors | 0.15% | Reduce -9.5% | 5,709 | $334K |
| Element Wealth, LLC | 0.18% | Add +4.9% | 5,633 | $330K |
| Alta Wealth Advisors LLC | 0.15% | Add +4.4% | 5,603 | $328K |
| Laraway Financial Advisors Inc | 0.26% | Add +0.2% | 5,589 | $327K |
| Goldstein Advisors, LLC | 0.05% | Reduce -2.6% | 5,491 | $321K |
| Founders Financial Alliance, LLC | 0.08% | Add +2.4% | 5,485 | $321K |
| GAMMA Investing LLC | 0.02% | No change | 5,479 | $321K |
| Millennium Management | 0.00% | New | 5,461 | $320K |
| Navis Wealth Advisors, LLC | 0.31% | Add +0.1% | 5,451 | $319K |
| Sequent Asset Management, LLC | 0.17% | Add +6.4% | 5,364 | $314K |
| Trexquant Investment LP | 0.00% | Add +6.2% | 5,307 | $311K |
| Bar Harbor Wealth Management | 0.02% | No change | 5,258 | $308K |
| Principle Wealth Partners LLC | 0.02% | Reduce -3.1% | 5,230 | $306K |
| Avantra Family Wealth, Inc. | 0.28% | Add +24.4% | 5,054 | $296K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -11.3% | 5,000 | $293K |
| QTR Family Wealth, LLC | 0.22% | — | 4,949 | $290K |
| Whipplewood Advisors, LLC | 0.17% | Add +545.6% | 31,681 | $287K |
| Hofer & Associates. Inc | 0.19% | Add +6.2% | 4,898 | $287K |
| Concorde Asset Management, LLC | 0.15% | Add +6.5% | 5,096 | $285K |
| Xcel Wealth Management, LLC | 0.09% | No change | 4,845 | $284K |
| Capital Square, LLC | 0.17% | Reduce -0.8% | 4,825 | $282K |
| Register Financial Advisors LLC | 0.15% | Reduce -6.8% | 4,787 | $280K |
| Lighthouse Wealth Management Inc. | 0.26% | Reduce -5.0% | 4,770 | $279K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +90.1% | 4,748 | $278K |
| Faithward Advisors, LLC | 0.05% | Reduce -7.4% | 4,722 | $276K |
| WealthPLAN Partners, LLC | 0.04% | No change | 4,693 | $275K |
| Nwam LLC | 0.02% | Add +0.0% | 4,687 | $274K |
| Heritage Wealth Partners, LLC | 0.42% | New | 4,671 | $273K |
| MBE Wealth Management, LLC | 0.13% | Add +14.4% | 4,643 | $272K |
| CPC Advisors, LLC | 0.04% | No change | 4,616 | $270K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,600 | $269K |
| Crown Wealth Group, LLC | 0.13% | New | 4,443 | $260K |
| GeoWealth Management, LLC | 0.01% | Add +39.1% | 4,432 | $259K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.3% | 4,431 | $259K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,364 | $255K |
| Members Wealth LLC | 0.19% | Reduce -2.3% | 4,323 | $253K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.1% | 4,301 | $252K |
| Howard Bailey Securities, LLC | 0.08% | New | 4,254 | $249K |
| Fee-Only Financial Planning, L.C. | 0.17% | Reduce -4.5% | 4,235 | $248K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.4% | 4,231 | $248K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 4,495 | $247K |
| Fortress Private Ledger, LLC | 0.14% | New | 4,224 | $247K |
| Tucker Asset Management LLC | 0.08% | Add +2.3% | 4,145 | $243K |
| Brass Tax Wealth Management, Inc. | 0.05% | New | 4,135 | $242K |
| Aft, Forsyth & Company, Inc. | 0.13% | Add +0.0% | 4,129 | $242K |
| Cerity Partners LLC | 0.00% | Reduce -69.7% | 4,096 | $240K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,063 | $238K |
| Ethos Financial Group, LLC | 0.02% | No change | 4,017 | $238K |
| Afg Fiduciary Services Limited Partnership | 0.17% | New | 4,226 | $237K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $236K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.4% | 4,024 | $236K |
| Florida Financial Advisors, LLC | 0.09% | Add +3.2% | 4,006 | $235K |
| Kennedy Investment Group, Inc. | 0.11% | Reduce -5.5% | 3,991 | $234K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.6% | 4,500 | $232K |
| Kanawha Capital Management LLC | 0.02% | New | 3,900 | $228K |
| Gentry Private Wealth, LLC | 0.19% | No change | 3,896 | $228K |
| Certuity, LLC | 0.02% | New | 3,793 | $222K |
| BankPlus Trust Department | 0.07% | Reduce -5.5% | 3,792 | $222K |
| SkyOak Wealth, LLC | 0.05% | Reduce -2.1% | 3,775 | $221K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $217K |
| Sensible Money, LLC | 0.09% | No change | 3,665 | $215K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $215K |
| Armbruster Capital Management, Inc. | 0.04% | Reduce -14.8% | 3,625 | $212K |
| Power Wealth Management LLC | 0.08% | No change | 3,550 | $208K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,575 | $207K |
| Matauro, LLC | 0.04% | Add +0.5% | 3,496 | $205K |
| Headland Capital, LLC | 0.07% | New | 3,432 | $201K |
| Forum Private Client Group LLC | 0.09% | Reduce -14.1% | 3,425 | $201K |
| CoreCap Advisors, LLC | 0.01% | Reduce -8.6% | 3,127 | $183K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +55.7% | 3,127 | $183K |
| NewSquare Capital LLC | 0.01% | No change | 3,018 | $177K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 2,941 | $172K |
| Kiker Wealth Management, LLC | 0.12% | Add +7.5% | 2,906 | $170K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $164K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -35.3% | 2,494 | $146K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $125K |
| TruNorth Capital Management, LLC | 0.03% | No change | 2,108 | $123K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,062 | $120K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +111.9% | 1,909 | $112K |
| MPWM Advisory Solutions, LLC | 0.08% | Reduce -61.9% | 1,839 | $108K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,750 | $102K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,600 | $94K |
| United Community Bank | 0.03% | No change | 1,370 | $80K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +35.5% | 1,286 | $76K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,258 | $74K |
| PSI Advisors, LLC | 0.02% | No change | 1,120 | $66K |
| Holos Integrated Wealth LLC | 0.04% | No change | 1,076 | $63K |
| Ancora Advisors LLC | 0.00% | No change | 1,024 | $60K |
| NFSG Corp | 0.01% | Reduce -17.4% | 1,000 | $59K |
| Bokf, NA | 0.00% | Reduce -41.3% | 1,000 | $59K |
| Key Financial Inc | 0.01% | No change | 969 | $57K |
| Fifth Third Bancorp | 0.00% | Add +652.0% | 940 | $55K |
| Harbor Investment Advisory, LLC | 0.01% | Add +20.9% | 925 | $54K |
| Wiser Advisor Group LLC | 0.08% | Add +0.4% | 913 | $53K |
| MCF Advisors LLC | 0.00% | No change | 837 | $49K |
| Rossby Financial, LCC | 0.02% | New | 806 | $46K |
| Crewe Advisors LLC | 0.01% | Add +0.3% | 748 | $44K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +224.0% | 674 | $39K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Reduce -58.1% | 657 | $38K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.3% | 649 | $38K |
| Hexagon Capital Partners LLC | 0.01% | No change | 615 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $36K |
| WealthShield Partners, LLC | 0.00% | No change | 600 | $35K |
| Kings Path Partners LLC | 0.02% | No change | 558 | $33K |
| Archer Investment Corp | 0.01% | Add +0.6% | 549 | $32K |
| Rise Advisors, LLC | 0.01% | New | 525 | $31K |
| Hantz Financial Services, Inc. | 0.00% | New | 512 | $30K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 512 | $30K |
| SVB Wealth LLC | 0.00% | New | 500 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 491 | $29K |
| Raleigh Capital Management Inc. | 0.01% | Add +0.2% | 483 | $28K |
| First Command Advisory Services, Inc. | 0.00% | No change | 475 | $28K |
| Mather Group, Llc. | 0.00% | No change | 466 | $27K |
| Graney & King, LLC | 0.02% | Add +0.2% | 462 | $27K |
| Compass Financial Services Inc | 0.01% | New | 452 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $25K |
| Transce3nd, LLC | 0.01% | Add +10.0% | 386 | $23K |
| Sound Income Strategies, LLC | 0.00% | Reduce -44.6% | 372 | $22K |
| Aventura Private Wealth, LLC | 0.01% | New | 326 | $19K |
| CENTRAL TRUST Co | 0.00% | No change | 325 | $19K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.3% | 314 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $18K |
| Coldstream Capital Management Inc. | 0.00% | New | 287 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 257 | $15K |
| Brooklyn Investment Group | 0.00% | New | 256 | $15K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 240 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $14K |
| IMA Advisory Services, Inc. | 0.00% | New | 224 | $13K |
| Burkett Financial Services, LLC | 0.01% | New | 222 | $13K |
| SBI Securities Co., Ltd. | 0.00% | Add +36.2% | 207 | $12K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $12K |
| BlackRock, Inc. | 0.00% | New | 182 | $11K |
| Private Wealth Asset Management, LLC | 0.00% | — | 175 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 170 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $7K |
| Stephens Consulting, LLC | 0.00% | No change | 110 | $6K |
| Morse Asset Management, Inc | 0.00% | No change | 109 | $6K |
| National Bank of Canada | 0.00% | No change | 106 | $6K |
| LRI Investments, LLC | 0.00% | No change | 107 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 93 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.0% | 98 | $5K |
| American National Bank & Trust | 0.00% | New | 82 | $5K |
| Headlands Technologies LLC | 0.00% | New | 81 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 66 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 66 | $4K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 60 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 42 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -88.6% | 42 | $2K |
| Bernard Wealth Management Corp. | 0.00% | Add +2.4% | 42 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $2K |
| GKV Capital Management Co., Inc. | 0.00% | New | 34 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $644 |
| Parallel Advisors, LLC | 0.00% | No change | 10 | $585 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.