First Trust Rising DividendRDVYETF
13F holders, Q2 2025 (June 30)651holders +4
44new positions
36sold out
3famous investors
$62.71avg. 13F price*
At the end of Q2 2025, 651 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 4 from Q1 2025. 44 opened new positions and 36 sold out. The largest holders were LPL Financial LLC ($1.6B), Morgan Stanley ($1.1B) and Raymond James Financial Inc. ($702.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $39.0M |
| Exits | 36 | $31.6M |
All 13F filers, Q1 2025 → Q2 2025: 12,838,992 shares bought and 4,089,333 shares sold, net +8,749,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 651 holders
| LPL Financial LLC | 0.54% | Add +9.3% | 25,895,165 | $1.6B |
| Morgan Stanley | 0.07% | Add +0.8% | 16,851,576 | $1.1B |
| Raymond James Financial Inc. | 0.24% | Add +1.8% | 11,201,473 | $702.8M |
| Wells Fargo & Company | 0.14% | Add +3.5% | 9,858,738 | $618.5M |
| Ameriprise Financial Inc. | 0.11% | Add +15.7% | 7,074,097 | $442.5M |
| Bank of America Corp. | 0.03% | Add +4.1% | 6,537,057 | $410.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -5.3% | 5,755,413 | $361.1M |
| UBS Group AG | 0.07% | Add +5.3% | 5,115,328 | $320.9M |
| Envestnet Asset Management Inc. | 0.08% | Add +26.5% | 4,328,699 | $271.6M |
| Royal Bank of Canada | 0.05% | Add +12.7% | 3,969,781 | $249.1M |
| Osaic Holdings, Inc. | 0.36% | Add +6.8% | 3,240,145 | $203.2M |
| Cetera Investment Advisers | 0.30% | Add +3.6% | 2,795,239 | $175.4M |
| Kestra Advisory Services, LLC | 0.80% | Add +3.8% | 2,622,035 | $164.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +3.8% | 2,438,734 | $153.0M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Reduce -1.8% | 2,381,386 | $149.4M |
| Private Advisor Group, LLC | 0.79% | Add +22.9% | 2,337,390 | $146.6M |
| Stifel Financial Corp. | 0.14% | Add +6.2% | 2,286,136 | $143.4M |
| HighTower Advisors, LLC | 0.11% | Reduce -6.7% | 1,416,412 | $88.9M |
| Truist Financial Corp. | 0.13% | Add +44.3% | 1,403,926 | $88.1M |
| MML Investors Services, LLC | 0.25% | Add +7.0% | 1,358,900 | $85.3M |
| Janney Montgomery Scott LLC | 0.22% | Add +5.5% | 1,344,406 | $84.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -2.2% | 1,248,516 | $78.3M |
| Mariner, LLC | 0.10% | Add +125.0% | 1,101,967 | $69.1M |
| Prospera Financial Services Inc | 1.24% | Add +10.9% | 1,060,141 | $66.5M |
| Equitable Holdings, Inc. | 0.53% | Add +5.5% | 1,018,270 | $63.9M |
| Cwm, LLC | 0.23% | Add +23.7% | 1,017,109 | $63.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.4% | 981,307 | $61.6M |
| Csenge Advisory Group | 3.20% | Reduce -8.3% | 1,009,938 | $60.8M |
| Integrated Wealth Concepts LLC | 0.59% | Add +0.9% | 940,700 | $59.0M |
| NewEdge Advisors, LLC | 0.30% | Add +3.8% | 931,960 | $58.5M |
| Baird Financial Group, Inc. | 0.10% | Add +4.5% | 906,359 | $56.9M |
| Jones Financial Companies LLLP | 0.04% | Add +31.6% | 905,565 | $56.5M |
| D.A. Davidson & Co. | 0.38% | Add +3.4% | 853,924 | $53.6M |
| Kestra Private Wealth Services, LLC | 0.77% | Add +26.9% | 848,500 | $53.2M |
| Arax Advisory Partners | 1.92% | Add +7.3% | 666,963 | $41.8M |
| Affinity Wealth Management LLC | 6.60% | Reduce -0.6% | 658,282 | $41.3M |
| Harbour Investments, Inc. | 0.94% | Add +2.8% | 589,845 | $37.0M |
| RVW Wealth, LLC | 3.08% | Add +0.5% | 578,049 | $36.3M |
| Horizon Advisory Services, Inc. | 19.14% | Add +0.6% | 567,208 | $35.6M |
| Avantax Advisory Services, Inc. | 0.19% | Reduce -5.6% | 545,836 | $34.2M |
| Koshinski Asset Management, Inc. | 2.58% | Add +2.3% | 545,512 | $34.2M |
| Aptus Capital Advisors, LLC | 0.34% | Add +4.5% | 542,059 | $34.0M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +2.8% | 541,777 | $34.0M |
| Ascension Capital Advisors, Inc. | 14.06% | Add +0.5% | 536,395 | $33.7M |
| Guardian Wealth Advisors, LLC / NC | 2.36% | Add +4.2% | 534,527 | $33.5M |
| Financial Partners Group, Inc | 4.56% | Add +1.6% | 525,641 | $33.0M |
| Independent Financial Group, LLC | 0.88% | Add +10.3% | 506,488 | $31.8M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +1.1% | 481,513 | $30.2M |
| Hobart Private Capital, LLC | 6.44% | Reduce -2.5% | 452,699 | $28.4M |
| Atria Wealth Solutions, Inc. | 0.61% | Reduce -24.5% | 432,090 | $27.2M |
| Liberty Square Wealth Partners LLC | 9.05% | Add +30.9% | 417,481 | $26.2M |
| Perennial Investment Advisors, LLC | 2.37% | Add +14.9% | 388,880 | $24.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +80.7% | 377,614 | $23.7M |
| VestGen Advisors, LLC | 0.93% | Add +0.3% | 372,731 | $23.4M |
| Blair William & Co. | 0.06% | Add +4.8% | 367,543 | $23.1M |
| Benjamin Edwards Inc. | 0.29% | Add +12.5% | 367,052 | $23.0M |
| First Heartland Consultants, Inc. | 2.03% | Add +26.7% | 364,470 | $22.9M |
| Crumly & Associates Inc. | 5.34% | Add +2.4% | 349,978 | $22.0M |
| Citigroup Inc. | 0.02% | Add +4.4% | 348,174 | $21.8M |
| US Bancorp \de | 0.03% | Add +4.7% | 346,323 | $21.7M |
| Intellus Advisors LLC | 3.04% | Add +3.5% | 325,463 | $20.4M |
| Park National Corp. | 0.66% | Add +13.7% | 321,045 | $20.1M |
| Western Wealth Management, LLC | 1.19% | Reduce -1.4% | 319,876 | $20.1M |
| Valmark Advisers, Inc. | 0.28% | Add +5.9% | 318,347 | $20.0M |
| ABLE Financial Group, LLC | 4.57% | Reduce -0.8% | 302,041 | $19.0M |
| Next Level Private LLC | 6.05% | Add +2.1% | 296,408 | $18.6M |
| Spectrum Wealth Advisory Group, LLC | 8.65% | Add +1.0% | 296,274 | $18.6M |
| Key Client Fiduciary Advisors, LLC | 7.51% | Reduce -0.6% | 291,655 | $18.3M |
| Sanctuary Advisors, LLC | 0.11% | Add +7.4% | 291,268 | $18.3M |
| Good Life Advisors, LLC | 1.14% | Add +5.7% | 290,787 | $18.2M |
| Pine Valley Investments Ltd Liability Co | 1.07% | Add +0.5% | 289,048 | $18.1M |
| Integrity Wealth Advisors, Inc. | 12.57% | Add +26.3% | 286,447 | $18.0M |
| Foundations Investment Advisors, LLC | 0.28% | Add +14.8% | 277,590 | $17.4M |
| Concurrent Investment Advisors, LLC | 0.33% | Add +27.0% | 274,842 | $17.2M |
| Ergawealth Advisors, Inc. | 7.67% | Add +5.5% | 271,590 | $17.0M |
| Geneos Wealth Management Inc. | 0.41% | Add +96.5% | 266,237 | $16.7M |
| Beacon Financial Group | 1.71% | Reduce -4.8% | 261,635 | $16.4M |
| GPS Wealth Strategies Group, LLC | 1.85% | Add +20.4% | 255,823 | $16.1M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -3.4% | 246,952 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -4.8% | 242,829 | $15.5M |
| IHT Wealth Management, LLC | 0.41% | Add +1.6% | 236,612 | $14.8M |
| Strategic Planning Group, LLC | 2.38% | Add +2.6% | 233,307 | $14.6M |
| Silver Oak Securities, Incorporated | 1.19% | Add +3.6% | 228,237 | $14.3M |
| Gladstone Institutional Advisory LLC | 0.59% | Add +10.7% | 227,353 | $14.3M |
| Golden State Wealth Management, LLC | 1.71% | Add +29.8% | 224,504 | $14.1M |
| tru Independence LLC | 4.03% | Add +4.4% | 221,996 | $13.9M |
| ORG Partners LLC | 3.01% | Reduce -7.4% | 216,998 | $13.7M |
| Arkadios Wealth Advisors | 0.40% | Add +3.2% | 214,552 | $13.5M |
| Howard Financial Services, LTD. | 1.75% | Add +3.6% | 212,224 | $13.3M |
| Traction Financial Partners, LLC | 8.79% | Add +5.3% | 206,604 | $13.0M |
| IFG Advisory, LLC | 0.65% | Add +5.2% | 205,819 | $12.9M |
| Scarborough Advisors, LLC | 2.49% | Reduce -11.4% | 199,703 | $12.5M |
| PFG Advisors | 0.58% | Reduce -2.4% | 199,667 | $12.5M |
| Sanchez Wealth Management Group | 3.02% | Add +2.2% | 199,426 | $12.5M |
| Pinnacle Associates Ltd. | 0.18% | Add +2.0% | 198,677 | $12.5M |
| CW Advisors, LLC | 0.12% | New | 196,566 | $12.3M |
| CLG LLC | 3.72% | Reduce -17.6% | 190,128 | $11.9M |
| Daymark Wealth Partners, LLC | 0.45% | Add +98.6% | 189,775 | $11.9M |
| ODonnell Financial Services, LLC | 4.50% | Add +2.9% | 186,910 | $11.7M |
| Global Retirement Partners, LLC | 0.29% | — | 185,356 | $11.6M |
| First Horizon Advisors, Inc. | 0.29% | Add +5.3% | 180,924 | $11.4M |
| Atria Investments, Inc | 0.13% | Add +127.2% | 180,582 | $11.3M |
| Breakthru Advisory Services, LLC | 17.48% | No change | 193,146 | $11.3M |
| KMG Fiduciary Partners, LLC | 0.84% | Add +4.0% | 179,753 | $11.3M |
| Stratos Wealth Advisors, LLC | 0.59% | Reduce -1.8% | 179,146 | $11.2M |
| Sigma Planning Corp | 0.34% | Add +18.5% | 177,834 | $11.2M |
| Wagner Wealth Management, LLC | 2.53% | Add +1.8% | 176,967 | $11.1M |
| Plotkin Financial Advisors, LLC | 6.03% | Reduce -0.4% | 174,141 | $10.9M |
| Smith, Moore & Co. | 0.91% | Add +80.8% | 173,000 | $10.9M |
| GSG Advisors LLC | 3.11% | Add +2.8% | 171,103 | $10.7M |
| Thoroughbred Financial Services, LLC | 0.73% | Reduce -9.4% | 165,403 | $10.4M |
| AJ Advisors, LLC | 4.61% | Add +4.5% | 165,184 | $10.4M |
| Bellevue Asset Management, LLC | 4.83% | Reduce -0.2% | 158,273 | $9.9M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +20.3% | 156,165 | $9.8M |
| Mainsail Financial Group, LLC | 4.55% | Add +2.8% | 156,483 | $9.8M |
| Legacy Capital Wealth Partners, LLC | 2.17% | Reduce -5.1% | 158,580 | $9.5M |
| Private Advisory Group LLC | 0.89% | Add +1.1% | 151,783 | $9.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +6.7% | 149,399 | $9.4M |
| Mach-1 Financial Group, LLC | 2.72% | Add +11.3% | 148,470 | $9.3M |
| Ethos Financial Group, LLC | 0.80% | Add +3584.1% | 147,989 | $9.3M |
| United Advisor Group, LLC | 1.60% | Reduce -1.2% | 147,738 | $9.3M |
| Denver Wealth Management, Inc. | 3.81% | Add +18.8% | 146,810 | $9.2M |
| &partners | 0.07% | Add +74.8% | 146,717 | $9.2M |
| Per Stirling Capital Management, LLC. | 1.19% | Add +2.6% | 145,728 | $9.1M |
| Flagship Harbor Advisors, LLC | 0.43% | Add +21.8% | 145,471 | $9.1M |
| Triumph Capital Management | 2.72% | Add +5.0% | 144,621 | $9.1M |
| Walkner Condon Financial Advisors LLC | 1.67% | Add +5.8% | 144,587 | $9.1M |
| IFP Advisors, Inc | 0.26% | Add +112.6% | 143,530 | $9.0M |
| Summit Wealth Group LLC / Co. | 2.26% | — | 143,240 | $9.0M |
| Weitzel Financial Services, Inc. | 3.80% | Add +3.8% | 140,311 | $9.0M |
| Assetmark, Inc. | 0.02% | Add +119.2% | 142,115 | $8.9M |
| Solano Wealth Investment Advisors LLC | 4.47% | Reduce -24.7% | 138,778 | $8.7M |
| Comerica Bank | 0.03% | Add +8.6% | 135,282 | $8.5M |
| Guided Capital Wealth Management, LLC | 6.48% | Reduce -1.5% | 134,022 | $8.4M |
| City Holding Co. | 1.07% | Add +13.6% | 130,844 | $8.2M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +2449.4% | 127,471 | $8.0M |
| Fairway Financial, LLC | 6.77% | Add +1.8% | 127,462 | $8.0M |
| Sovereign Financial Group, Inc. | 1.64% | Add +2.7% | 126,505 | $7.9M |
| DAVENPORT & Co LLC | 0.04% | Add +4.5% | 122,493 | $7.7M |
| Principal Securities, Inc. | 0.14% | Reduce -12.9% | 122,456 | $7.7M |
| Petix & Botte Co | 1.88% | Add +13.3% | 122,446 | $7.7M |
| SMART Wealth LLC | 2.40% | Add +15.9% | 122,004 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +6.7% | 119,823 | $7.5M |
| Atlantic Union Bankshares Corp | 0.17% | New | 119,810 | $7.5M |
| Gallagher Fiduciary Advisors, LLC | 0.29% | Add +191.9% | 119,055 | $7.5M |
| International Assets Investment Management, LLC | 0.60% | Add +1.0% | 117,819 | $7.4M |
| Kingsview Wealth Management, LLC | 0.13% | Add +28.0% | 117,721 | $7.4M |
| Barnes Pettey Financial Advisors, LLC | 4.88% | Reduce -10.1% | 116,496 | $7.3M |
| World Investment Advisors | 0.17% | Add +21.3% | 115,789 | $7.3M |
| Invst, LLC | 0.90% | Add +12.5% | 115,181 | $7.2M |
| Focus Financial Network, Inc. | 0.28% | Add +7.9% | 114,863 | $7.2M |
| HBW Advisory Services LLC | 0.88% | Add +0.7% | 113,678 | $7.1M |
| Kovack Advisors, Inc. | 0.69% | Reduce -5.3% | 112,340 | $7.0M |
| Fifth Third Securities, Inc. | 0.53% | Reduce -72.1% | 112,087 | $7.0M |
| Peak Planning Group, LLC | 4.37% | Reduce -10.2% | 108,791 | $6.8M |
| Huntleigh Advisors, Inc. | 1.31% | Add +17.6% | 108,475 | $6.8M |
| Redhawk Wealth Advisors, Inc. | 0.85% | Reduce -25.9% | 108,462 | $6.8M |
| Level Four Advisory Services, LLC | 0.25% | Add +7.7% | 107,003 | $6.7M |
| Hickory Asset Management, Inc. | 5.55% | Add +3.6% | 106,899 | $6.7M |
| Frederick Financial Consultants, LLC | 4.14% | Add +1.5% | 106,336 | $6.7M |
| Elios Financial Group Inc. | 3.01% | Reduce -1.0% | 105,859 | $6.6M |
| StoneX Group Inc. | 0.32% | Reduce -6.5% | 105,582 | $6.6M |
| Coppell Advisory Solutions LLC | 0.79% | Add +156.9% | 106,077 | $6.6M |
| Gateway Wealth Partners, LLC | 1.24% | Add +72.2% | 103,766 | $6.5M |
| StoneCrest Wealth Management, Inc. | 3.09% | Reduce -8.2% | 103,523 | $6.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.54% | Add +3.1% | 103,427 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +16.4% | 103,233 | $6.5M |
| Total Clarity Wealth Management, Inc. | 1.85% | Add +6.0% | 102,900 | $6.5M |
| Nestegg Advisors, Inc. | 6.15% | Add +4.3% | 101,806 | $6.4M |
| Genesis Private Wealth, LLC | 3.01% | Add +3.0% | 101,759 | $6.4M |
| Cozad Asset Management Inc. | 0.54% | Add +10.4% | 98,944 | $6.2M |
| HFG Advisors, Inc. | 4.91% | Add +1.2% | 98,772 | $6.2M |
| Consolidated Portfolio Review Corp | 0.85% | Reduce -0.1% | 98,444 | $6.2M |
| Stephens Inc. | 0.08% | Add +3.6% | 98,169 | $6.2M |
| LeClair Wealth Partners LLC | 4.12% | Reduce -10.5% | 96,717 | $6.1M |
| EWG Elevate Inc. | 1.86% | Add +4.0% | 96,264 | $6.0M |
| Cottonwood Capital Advisors, LLC | 3.91% | Reduce -2.3% | 92,722 | $5.8M |
| Brookstone Capital Management | 0.07% | Add +95.4% | 90,823 | $5.7M |
| OneDigital Investment Advisors LLC | 0.06% | Add +7.4% | 88,054 | $5.5M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Reduce -32.3% | 87,977 | $5.5M |
| Spire Wealth Management | 0.20% | Reduce -2.1% | 87,624 | $5.5M |
| Rockport Wealth LLC | 1.27% | Reduce -30.4% | 87,291 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +1.9% | 87,090 | $5.5M |
| Ameritas Advisory Services, LLC | 0.28% | Reduce -10.8% | 86,421 | $5.4M |
| BlueChip Wealth Advisors LLC | 2.22% | Reduce -1.0% | 86,065 | $5.4M |
| Chris Bulman Inc | 3.05% | Add +107.0% | 85,278 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +368.1% | 84,706 | $5.3M |
| Five Pine Wealth Management | 3.89% | Add +0.9% | 83,835 | $5.3M |
| Arvest Investments, Inc. | 0.78% | Add +20.1% | 82,306 | $5.2M |
| Integrity Financial Corp | 2.58% | Reduce -33.1% | 80,631 | $5.1M |
| Advance Capital Management, Inc. | 0.23% | Reduce -4.6% | 80,156 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +11.1% | 79,960 | $5.0M |
| Genesee Capital Advisors, LLC | 2.23% | Add +3.0% | 79,215 | $5.0M |
| CreativeOne Wealth, LLC | 0.13% | Add +15.3% | 78,417 | $4.9M |
| Visionary Wealth Advisors | 0.25% | Add +31.1% | 78,142 | $4.9M |
| Lineweaver Wealth Advisors, LLC | 0.77% | Add +0.7% | 78,119 | $4.9M |
| Jaffetilchin Investment Partners, LLC | 0.31% | Add +55.9% | 76,570 | $4.8M |
| Titleist Asset Management, LLC | 0.48% | Add +2.6% | 76,458 | $4.8M |
| Insight Inv LLC | 3.20% | Add +1.5% | 75,954 | $4.8M |
| TruWealth Advisors, LLC | 0.26% | Add +1.7% | 75,564 | $4.7M |
| Claro Advisors Inc. | 0.78% | Add +1.9% | 75,377 | $4.7M |
| Wedbush Securities Inc. | 0.16% | Reduce -20.9% | 72,480 | $4.5M |
| Certified Advisory Corp | 0.47% | Reduce -0.3% | 72,358 | $4.5M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -9.0% | 71,379 | $4.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.57% | Reduce -2.2% | 70,574 | $4.4M |
| Lanark Financial, Inc. | 0.36% | Add +2.4% | 70,237 | $4.4M |
| AE Wealth Management LLC | 0.03% | Reduce -2.6% | 69,974 | $4.4M |
| Financial Advocates Investment Management | 0.36% | Reduce -2.7% | 69,579 | $4.4M |
| Envision Financial LLC | 2.91% | Add +1.5% | 69,542 | $4.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | No change | 69,000 | $4.3M |
| Harvest Investment Services, LLC | 0.95% | Add +2.3% | 67,907 | $4.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.59% | Add +9.3% | 67,612 | $4.2M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.2% | 67,311 | $4.2M |
| NewEdge Wealth, LLC | 0.07% | Add +42.8% | 65,851 | $4.2M |
| Global Assets Advisory, LLC | 1.61% | Reduce -69.2% | 65,222 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +8.0% | 65,483 | $4.1M |
| Mutual Advisors, LLC | 0.10% | Add +13.1% | 62,720 | $4.0M |
| Renaissance Technologies | 0.01% | New | 64,200 | $4.0M |
| Proactive Wealth Strategies LLC | 1.90% | Reduce -3.0% | 63,974 | $4.0M |
| Founders Financial Securities LLC | 0.30% | Add +11.5% | 63,896 | $4.0M |
| Goldstone Financial Group, LLC | 0.52% | Add +4.8% | 61,488 | $3.9M |
| RFG Advisory, LLC | 0.09% | Reduce -30.2% | 62,457 | $3.9M |
| IMG Wealth Management, Inc. | 3.03% | Add +10.1% | 62,340 | $3.9M |
| Braun-Bostich & Associates Inc. | 2.65% | Add +2.0% | 61,777 | $3.9M |
| Accel Wealth Management | 1.29% | Add +3.4% | 61,659 | $3.9M |
| Mattern Wealth Management LLC | 0.80% | No change | 61,401 | $3.9M |
| WealthCare Investment Partners, LLC | 1.37% | Add +0.3% | 59,562 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +54.6% | 60,375 | $3.8M |
| Triton Wealth Management, PLLC | 1.61% | — | 59,039 | $3.8M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Add +0.7% | 59,611 | $3.7M |
| Allworth Financial LP | 0.02% | Reduce -0.3% | 59,608 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +176.0% | 58,408 | $3.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.13% | Add +11.5% | 57,947 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +10.1% | 57,506 | $3.6M |
| Leigh Baldwin & Co., LLC | 2.37% | Add +24.9% | 57,329 | $3.6M |
| Shelton Wealth Management, LLC | 1.81% | Reduce -1.4% | 57,296 | $3.6M |
| Willner & Heller, LLC | 3.02% | Reduce -0.8% | 57,085 | $3.6M |
| Wisconsin Wealth Advisors, LLC | 4.09% | Add +6.3% | 56,755 | $3.6M |
| Flaharty Asset Management, LLC | 0.49% | Reduce -7.3% | 56,568 | $3.5M |
| Main Street Financial Solutions, LLC | 0.26% | Reduce -0.8% | 56,561 | $3.5M |
| Farther Finance Advisors, LLC | 0.07% | Reduce -0.2% | 56,445 | $3.5M |
| Flagstar Securities, Inc. | 0.98% | Reduce -5.7% | 56,378 | $3.5M |
| Modern Wealth Management, LLC | 0.09% | Add +5.6% | 56,241 | $3.5M |
| Asset Allocation Strategies LLC | 0.77% | Reduce -10.1% | 55,405 | $3.5M |
| Creative Financial Designs Inc. | 0.24% | Add +6.7% | 53,159 | $3.3M |
| Capital Asset Advisory Services LLC | 0.16% | Reduce -11.8% | 52,548 | $3.3M |
| LVZ, Inc. | 0.40% | Reduce -1.1% | 52,996 | $3.3M |
| TBH Global Asset Management, LLC | 0.70% | Reduce -56.0% | 52,283 | $3.3M |
| Southland Equity Partners LLC | 0.71% | Reduce -0.4% | 51,766 | $3.2M |
| Purus Wealth Management, LLC | 1.09% | Reduce -0.6% | 50,018 | $3.1M |
| Stegent Equity Advisors, Inc. | 2.72% | Reduce -19.2% | 48,938 | $3.1M |
| ORBA Wealth Advisors, L.L.C. | 2.78% | Reduce -45.9% | 48,648 | $3.1M |
| Betterment LLC | 0.01% | Add +19.4% | 48,475 | $3.0M |
| L.M. Kohn & Company | 0.80% | Reduce -6.8% | 47,305 | $3.0M |
| Merit Financial Group, LLC | 0.03% | Add +3.3% | 47,173 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +70.4% | 47,166 | $3.0M |
| PCA Investment Advisory Services Inc. | 1.25% | Reduce -2.7% | 47,143 | $3.0M |
| World Equity Group, Inc. | 0.79% | Add +8.5% | 46,420 | $2.9M |
| Iams Wealth Management, LLC | 1.33% | Add +79.3% | 46,284 | $2.9M |
| Mgo One Seven LLC | 0.09% | Add +5.0% | 44,638 | $2.8M |
| Davis Investment Partners, LLC | 1.00% | Reduce -3.3% | 44,200 | $2.8M |
| Eldridge Investment Advisors, Inc. | 0.56% | Reduce -0.7% | 42,999 | $2.7M |
| TCFG Wealth Management, LLC | 1.20% | Reduce -1.0% | 41,965 | $2.6M |
| Focus Partners Wealth | 0.01% | Reduce -2.4% | 40,983 | $2.6M |
| Trivium Point Advisory, LLC | 0.28% | Add +8.8% | 40,597 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.2% | 40,342 | $2.5M |
| Claris Financial LLC | 1.90% | Reduce -4.1% | 40,211 | $2.5M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -0.3% | 39,330 | $2.5M |
| TrueWealth Advisors, LLC | 0.72% | Add +1.5% | 38,768 | $2.4M |
| Larson Financial Group LLC | 0.10% | Add +10.7% | 38,681 | $2.4M |
| Compass Capital Corp. /Ma/ | 1.14% | Reduce -6.9% | 37,882 | $2.4M |
| Park Square Financial Group, LLC | 1.74% | Reduce -33.0% | 38,295 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +46.5% | 38,172 | $2.4M |
| FMR LLC | 0.00% | Add +1.3% | 37,577 | $2.4M |
| Northeast Planning Associates, Inc. / NH / | 2.14% | Add +1.8% | 37,095 | $2.3M |
| Private Trust Co. NA | 0.22% | Add +38.9% | 36,758 | $2.3M |
| Advisory Alpha, LLC | 0.07% | Reduce -2.5% | 36,565 | $2.3M |
| Keystone Financial Group | 0.21% | Reduce -7.3% | 36,309 | $2.3M |
| EdgeRock Capital LLC | 0.71% | Add +0.8% | 35,937 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -53.3% | 35,116 | $2.2M |
| Twin Peaks Wealth Advisors, LLC | 0.71% | Add +5.7% | 33,621 | $2.2M |
| Wealth Effects LLC | 0.81% | Reduce -0.1% | 34,487 | $2.2M |
| MTM Investment Management, LLC | 0.72% | Reduce -0.2% | 34,050 | $2.1M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -9.8% | 33,933 | $2.1M |
| Centerpoint Advisory Group | 1.83% | Add +0.5% | 33,586 | $2.1M |
| Centennial Wealth Advisory LLC | 0.67% | Add +89.5% | 33,489 | $2.1M |
| Atlas Wealth LLC | 1.02% | Reduce -6.5% | 32,580 | $2.1M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.6% | 32,708 | $2.1M |
| Apexium Financial, LP | 0.11% | Reduce -0.7% | 31,741 | $2.0M |
| Perissos Private Wealth Management, LLC | 1.56% | Reduce -2.8% | 31,529 | $2.0M |
| Barrett & Company, Inc. | 0.73% | Add +0.7% | 31,120 | $2.0M |
| Richmond Investment Services, LLC | 0.41% | Add +51.1% | 31,118 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.70% | Add +2.3% | 31,087 | $2.0M |
| Balefire, LLC | 0.42% | New | 31,046 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -2.0% | 30,456 | $1.9M |
| Lion Street Advisors, LLC | 0.57% | Add +11.0% | 30,167 | $1.9M |
| PCG Wealth Advisors, LLC | 0.97% | Add +2.0% | 30,136 | $1.9M |
| Virtus Wealth Solutions LLC | 0.38% | Add +1.8% | 29,575 | $1.9M |
| Avior Wealth Management, LLC | 0.06% | Add +17.5% | 28,591 | $1.8M |
| WealthBridge Capital Management, LLC | 0.45% | Add +8.2% | 28,377 | $1.8M |
| PKS Advisory Services, LLC | 0.44% | Add +9.7% | 28,333 | $1.8M |
| Stonebridge Financial Planning Group, LLC | 0.74% | Add +36.9% | 28,296 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +151.0% | 28,113 | $1.8M |
| Intrua Financial, LLC | 0.25% | Add +1.9% | 27,903 | $1.8M |
| Family Manage LLC | 0.27% | Reduce -25.4% | 27,837 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.44% | Add +7.2% | 27,801 | $1.7M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -3.2% | 27,765 | $1.7M |
| BankPlus Wealth Management LLC | 1.15% | Add +21.4% | 27,731 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -1.1% | 27,483 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -3.1% | 26,755 | $1.7M |
| American Financial Advisors, LLC | 0.23% | Reduce -1.1% | 26,333 | $1.7M |
| OneAscent Financial Services LLC | 0.12% | Add +100.2% | 26,213 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.7% | 25,869 | $1.6M |
| Apollon Financial, LLC | 0.33% | New | 25,338 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -34.7% | 25,282 | $1.6M |
| Certuity, LLC | 0.15% | Add +561.8% | 25,102 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 25,083 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +1.2% | 24,574 | $1.5M |
| Strategic Blueprint, LLC | 0.08% | Add +0.1% | 24,557 | $1.5M |
| Pitti Group Wealth Management, LLC | 1.32% | Add +3.1% | 24,468 | $1.5M |
| Uptick Partners, LLC | 0.43% | Add +5.0% | 24,116 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +104.0% | 23,934 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.1% | 23,712 | $1.5M |
| Prism Advisors, Inc. | 0.42% | Add +5.0% | 23,499 | $1.5M |
| L & S Advisors Inc | 0.17% | Add +13.7% | 23,414 | $1.5M |
| Ellsworth Advisors, LLC | 0.36% | Add +4.8% | 23,255 | $1.5M |
| Darwin Wealth Management, LLC | 0.50% | Reduce -11.6% | 22,844 | $1.4M |
| Herold Advisors, Inc. | 0.30% | Add +0.0% | 22,805 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.3% | 22,631 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.63% | Reduce -0.5% | 22,208 | $1.4M |
| N.E.W. Advisory Services LLC | 0.13% | Reduce -88.7% | 22,020 | $1.4M |
| Regatta Capital Group, LLC | 0.24% | Reduce -2.3% | 21,994 | $1.4M |
| Hidden Cove Wealth Management, LLC | 1.00% | Reduce -68.0% | 21,990 | $1.4M |
| Topsail Wealth Management, LLC | 0.25% | Add +28.1% | 21,777 | $1.4M |
| Legacy Investment Solutions, LLC | 0.72% | — | 21,715 | $1.4M |
| Legacy Wealth Managment, LLC | 0.72% | Add +23.3% | 21,715 | $1.4M |
| Altus Wealth Group LLC | 0.60% | Add +1.6% | 21,606 | $1.4M |
| Bank of Montreal | 0.00% | Add +3.4% | 21,562 | $1.4M |
| Platform Technology Partners | 0.35% | Add +5.5% | 21,431 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -64.8% | 21,130 | $1.3M |
| Root Financial Partners, LLC | 0.13% | Reduce -8.5% | 21,051 | $1.3M |
| Aurora Private Wealth, Inc. | 0.97% | Reduce -9.3% | 20,991 | $1.3M |
| Beck Bode, LLC | 0.22% | Reduce -34.7% | 20,712 | $1.3M |
| Milestones Private Investment Advisors LLC | 0.96% | — | 20,657 | $1.3M |
| Grantvest Financial Group LLC | 0.95% | Reduce -5.5% | 20,408 | $1.3M |
| Winebrenner Capital Management LLC | 1.03% | Reduce -1.8% | 20,359 | $1.3M |
| Atlas Private Wealth Advisors | 0.16% | Add +1.8% | 20,308 | $1.3M |
| Dagco, Inc. | 0.35% | Add +9.0% | 20,127 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.49% | Reduce -0.5% | 19,918 | $1.3M |
| Family Capital Management, Inc. | 0.66% | Reduce -1.2% | 19,971 | $1.3M |
| TFB Advisors LLC | 0.33% | Add +2.1% | 19,923 | $1.2M |
| Walker Asset Management, LLC | 0.72% | No change | 19,900 | $1.2M |
| Morey & Quinn Wealth Partners, LLC | 1.00% | Reduce -9.2% | 19,882 | $1.2M |
| ProVise Management Group, LLC | 0.10% | Add +10.6% | 19,820 | $1.2M |
| Insigneo Advisory Services, LLC | 0.11% | Reduce -1.9% | 19,793 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.2% | 19,696 | $1.2M |
| Novem Group | 0.15% | Add +3.0% | 19,090 | $1.2M |
| Northwest Financial Advisors | 1.66% | Reduce -57.1% | 18,996 | $1.2M |
| Moloney Securities Asset Management, LLC | 0.15% | Reduce -7.7% | 18,923 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Reduce -1.8% | 18,833 | $1.2M |
| Kaydan Wealth Management, Inc. | 0.39% | Add +2.3% | 18,818 | $1.2M |
| Elevated Capital Advisors, LLC | 0.33% | No change | 20,050 | $1.2M |
| Beacon Financial Advisory LLC | 0.30% | Reduce -2.0% | 18,363 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.41% | Add +0.0% | 18,153 | $1.1M |
| Sequent Planning LLC | 0.36% | Reduce -0.7% | 18,129 | $1.1M |
| Savvy Advisors, Inc. | 0.08% | Add +4.3% | 18,053 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.47% | Add +0.3% | 17,967 | $1.1M |
| Opinicus Capital, Inc. | 0.85% | Add +4.9% | 17,860 | $1.1M |
| Integrity Alliance, Llc. | 0.06% | Reduce -22.6% | 17,721 | $1.1M |
| Moment Partners, LLC | 0.21% | Reduce -2.8% | 17,613 | $1.1M |
| Valeo Financial Advisors, LLC | 0.03% | New | 17,473 | $1.1M |
| Ignite Planners, LLC | 0.19% | Add +0.1% | 17,197 | $1.1M |
| Woodward Diversified Capital, LLC | 0.55% | Reduce -3.7% | 17,250 | $1.1M |
| Tidemark, LLC | 0.35% | Reduce -11.5% | 17,220 | $1.1M |
| National Wealth Management Group, LLC | 0.60% | Add +15.7% | 17,101 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -7.8% | 17,023 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.38% | Add +27.9% | 16,942 | $1.1M |
| PMG Wealth Management, Inc. | 0.87% | Reduce -9.8% | 16,763 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -23.6% | 16,748 | $1.1M |
| TD Capital Management LLC | 0.10% | Reduce -20.1% | 16,701 | $1.0M |
| Tranquility Partners, LLC | 0.37% | Add +0.8% | 16,651 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.15% | Reduce -5.7% | 16,649 | $1.0M |
| Lynch & Associates | 0.21% | Add +8.1% | 16,459 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +16.8% | 16,450 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Reduce -2.1% | 16,387 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +58.4% | 16,147 | $1.0M |
| Capital Analysts, LLC | 0.03% | Reduce -1.5% | 15,687 | $984K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,606 | $979K |
| San Luis Wealth Advisors LLC | 0.21% | Reduce -89.2% | 15,499 | $972K |
| Cahill Financial Advisors Inc. | 0.12% | Add +2.6% | 15,453 | $970K |
| Maridea Wealth Management LLC | 0.25% | Add +88.3% | 15,108 | $948K |
| Prosperity Consulting Group, LLC | 0.07% | Add +1.9% | 15,072 | $946K |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.0% | 14,628 | $940K |
| Kapstone Financial Advisors LLC | 0.46% | Add +16.1% | 14,854 | $932K |
| Keystone Financial Services, LLC | 0.71% | Add +0.4% | 14,806 | $929K |
| Owen LaRue, LLC | 0.39% | Reduce -20.2% | 14,783 | $928K |
| Main Street Group, LTD | 0.33% | Add +14.2% | 14,604 | $916K |
| Panoramic Investment Advisors, LLC | 0.56% | Reduce -11.5% | 14,566 | $914K |
| SFG Wealth Management, LLC. | 0.55% | Add +6.9% | 14,377 | $902K |
| Pinnacle Family Advisors, LLC | 0.44% | New | 14,353 | $900K |
| Bison Wealth, LLC | 0.07% | Reduce -11.4% | 14,265 | $895K |
| Trueblood Wealth Management, LLC | 0.37% | Add +1.6% | 14,190 | $890K |
| Synovus Financial Corp. | 0.01% | Add +19.3% | 14,173 | $890K |
| Captrust Financial Advisors | 0.00% | Add +41.6% | 14,110 | $885K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.29% | Reduce -1.5% | 14,076 | $883K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -18.2% | 13,868 | $870K |
| Waterfront Wealth Inc. | 0.19% | Reduce -0.7% | 13,857 | $869K |
| Calton & Associates, Inc. | 0.15% | Add +48.0% | 13,686 | $859K |
| Creative Planning | 0.00% | Reduce -30.7% | 13,383 | $840K |
| Uniting Wealth Partners, LLC | 0.32% | Add +25.0% | 13,133 | $824K |
| Clarity Capital Partners LLC | 0.29% | Reduce -16.4% | 12,977 | $814K |
| Spreng Capital Management, Inc. | 0.34% | Reduce -6.3% | 12,866 | $807K |
| Continuum Advisory, LLC | 0.10% | Add +3.9% | 12,762 | $801K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -48.1% | 13,531 | $800K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.3% | 12,674 | $795K |
| Confluence Wealth Services, Inc. | 0.04% | Add +4.4% | 12,485 | $783K |
| Onyx Bridge Wealth Group LLC | 0.10% | Reduce -9.5% | 12,421 | $779K |
| NBT Bank, N.A. | 0.05% | Reduce -4.0% | 12,389 | $777K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +10.2% | 12,276 | $770K |
| Hilltop Holdings Inc. | 0.05% | Add +52.8% | 12,276 | $770K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -11.2% | 12,054 | $756K |
| Nova Wealth Management, Inc. | 0.55% | Reduce -23.2% | 11,959 | $750K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 11,958 | $750K |
| Victory Financial Group, LLC | 0.12% | Reduce -12.7% | 11,898 | $746K |
| Woodmont Investment Counsel LLC | 0.05% | Add +12.8% | 11,756 | $738K |
| Money Concepts Capital Corp. | 0.05% | Add +37.8% | 11,720 | $735K |
| Advisor Resource Council | 0.36% | Reduce -53.6% | 11,631 | $730K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | No change | 11,619 | $729K |
| Maia Wealth LLC | 0.14% | Reduce -14.3% | 11,306 | $709K |
| Cresset Asset Management, LLC | 0.00% | Reduce -51.3% | 11,198 | $703K |
| Keystone Wealth Services, LLC | 0.17% | Add +58.9% | 11,189 | $702K |
| Choreo, LLC | 0.01% | Add +11.9% | 11,026 | $692K |
| Sowell Financial Services LLC | 0.03% | Reduce -46.9% | 10,887 | $683K |
| Prepared Retirement Institute LLC | 0.40% | Add +0.3% | 10,798 | $677K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +123.3% | 10,604 | $665K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $660K |
| Natixis Advisors, LLC | 0.00% | New | 10,363 | $650K |
| Michels Family Financial, LLC | 0.55% | Add +4.9% | 10,346 | $649K |
| Wealth Watch Advisors, INC | 0.37% | Add +13.4% | 10,284 | $645K |
| First Citizens Bank & Trust Co. | 0.01% | New | 10,102 | $634K |
| REAP Financial Group, LLC | 0.15% | Add +0.1% | 10,073 | $632K |
| Clearstead Advisors, LLC | 0.01% | Add +34.3% | 10,008 | $628K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -10.2% | 9,832 | $617K |
| Wills Financial Group LLC | 0.27% | Add +5.7% | 9,809 | $615K |
| Centaurus Financial, Inc. | 0.04% | Add +26.3% | 9,765 | $613K |
| Ballew Advisors, Inc | 0.36% | Add +27.0% | 9,542 | $609K |
| Synergy Investment Management, LLC | 0.36% | Add +2.5% | 9,485 | $595K |
| Creekmur Asset Management LLC | 0.10% | Reduce -11.1% | 9,256 | $581K |
| Paragon Private Wealth Management, LLC | 0.23% | Reduce -19.8% | 9,178 | $576K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -70.8% | 8,997 | $564K |
| PFG Investments, LLC | 0.03% | Add +4.0% | 8,986 | $564K |
| Alliance Wealth Advisors, LLC | 0.31% | Reduce -8.3% | 8,940 | $561K |
| Greenwich Wealth Management LLC | 0.03% | Add +0.0% | 8,890 | $558K |
| Puff Wealth Management, LLC | 0.91% | Add +0.1% | 8,885 | $557K |
| Maseco LLP | 0.02% | — | 8,858 | $556K |
| Pinnacle Financial Partners Inc | 0.01% | Add +4.3% | 8,517 | $534K |
| Ameriflex Group, Inc. | 0.28% | Reduce -54.9% | 8,557 | $531K |
| Tradewinds, LLC. | 0.40% | New | 8,298 | $521K |
| Merkkuri Wealth Advisors LLC | 0.40% | Reduce -20.0% | 8,298 | $521K |
| Moors & Cabot, Inc. | 0.02% | Add +2.4% | 8,218 | $516K |
| Lake Street Private Wealth, LLC | 0.07% | New | 8,082 | $507K |
| Castleview Partners, LLC | 0.32% | Add +1.5% | 7,901 | $496K |
| Millstone Evans Group, LLC | 0.33% | No change | 7,804 | $490K |
| Nwam LLC | 0.03% | Add +63.5% | 7,664 | $485K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -0.5% | 7,722 | $485K |
| Balance Wealth Partners LLC | 0.28% | Add +0.3% | 7,655 | $480K |
| Forte Capital LLC | 0.05% | No change | 7,640 | $479K |
| Integrated Advisors Network LLC | 0.02% | Reduce -20.7% | 7,518 | $472K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -14.1% | 7,495 | $470K |
| Citizens Financial Group Inc. | 0.01% | Reduce -23.3% | 7,481 | $469K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.4% | 7,321 | $459K |
| Element Wealth, LLC | 0.21% | Add +27.7% | 7,192 | $451K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -28.1% | 7,064 | $443K |
| Red Door Wealth Management, LLC | 0.05% | No change | 7,046 | $442K |
| CPC Advisors, LLC | 0.06% | Add +51.4% | 6,989 | $438K |
| 1776 Wealth LLC | 0.17% | Reduce -1.1% | 6,701 | $420K |
| WealthPLAN Partners, LLC | 0.07% | Add +42.7% | 6,696 | $420K |
| FWG Holdings, LLC | 0.20% | Add +0.0% | 6,519 | $415K |
| Delta Investment Management, LLC | 0.08% | Reduce -42.8% | 6,564 | $412K |
| Northwest Wealth Management, LLC | 0.07% | Add +8.6% | 6,539 | $410K |
| Private Client Services, LLC | 0.16% | New | 6,448 | $405K |
| Independent Wealth Network Inc. | 0.15% | Reduce -0.1% | 6,446 | $404K |
| WealthTrust Asset Management, LLC | 0.30% | Reduce -28.5% | 6,357 | $399K |
| Allie Family Office LLC | 0.19% | New | 6,152 | $386K |
| Bar Harbor Wealth Management | 0.02% | Add +16.9% | 6,145 | $386K |
| Pacific Sun Financial Corp | 0.20% | No change | 6,130 | $385K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $384K |
| Evolution Wealth Management Inc. | 0.47% | — | 6,107 | $383K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +5.1% | 6,049 | $383K |
| Aspire Capital Advisors LLC | 0.11% | Reduce -39.1% | 6,093 | $382K |
| Laraway Financial Advisors Inc | 0.29% | Add +9.0% | 6,090 | $382K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -13.6% | 5,952 | $373K |
| Ascentis Independent Advisors | 0.07% | New | 5,855 | $367K |
| Strategy Asset Managers LLC | 0.07% | Add +0.9% | 5,848 | $367K |
| Zullo Investment Group, Inc. | 0.15% | Add +0.7% | 5,785 | $363K |
| Realta Investment Advisors | 0.14% | Add +1.3% | 5,783 | $363K |
| Hofer & Associates. Inc | 0.23% | Add +17.9% | 5,777 | $362K |
| GeoWealth Management, LLC | 0.01% | Add +28.1% | 5,676 | $356K |
| Rise Advisors, LLC | 0.14% | Add +977.9% | 5,659 | $355K |
| Cerity Partners LLC | 0.00% | Add +38.1% | 5,657 | $355K |
| Old Port Advisors | 0.10% | Reduce -17.9% | 5,549 | $348K |
| GAMMA Investing LLC | 0.02% | No change | 5,479 | $344K |
| Brookwood Investment Group LLC | 0.06% | Reduce -6.8% | 5,463 | $343K |
| Navis Wealth Advisors, LLC | 0.29% | Add +0.1% | 5,456 | $342K |
| Full Sail Capital, LLC | 0.02% | Reduce -44.4% | 5,440 | $341K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +34.7% | 5,420 | $340K |
| MPWM Advisory Solutions, LLC | 0.21% | Add +193.6% | 5,400 | $339K |
| Sovran Advisors, LLC | 0.04% | Reduce -42.8% | 5,345 | $339K |
| Sequent Asset Management, LLC | 0.27% | No change | 5,364 | $337K |
| Alta Wealth Advisors LLC | 0.16% | Reduce -5.4% | 5,301 | $333K |
| Marshall Investment Management, LLC | 1.57% | Reduce -96.1% | 5,256 | $330K |
| Goldstein Advisors, LLC | 0.04% | Reduce -5.8% | 5,174 | $325K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.6% | 5,149 | $323K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -8.9% | 4,994 | $313K |
| QTR Family Wealth, LLC | 0.19% | Add +0.8% | 4,988 | $313K |
| Capital Square, LLC | 0.16% | Reduce -0.3% | 4,811 | $304K |
| Xcel Wealth Management, LLC | 0.09% | No change | 4,845 | $304K |
| Register Financial Advisors LLC | 0.13% | Add +0.0% | 4,789 | $300K |
| Lighthouse Wealth Management Inc. | 0.26% | No change | 4,770 | $299K |
| Three Magnolias Financial Advisors, LLC | 0.21% | Reduce -58.0% | 4,756 | $298K |
| MBE Wealth Management, LLC | 0.13% | Add +1.4% | 4,709 | $295K |
| Faithward Advisors, LLC | 0.05% | Reduce -0.8% | 4,683 | $294K |
| Smith Anglin Financial, LLC | 0.03% | New | 4,659 | $292K |
| Trexquant Investment LP | 0.00% | Reduce -12.4% | 4,647 | $292K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,600 | $289K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 4,495 | $289K |
| NFSG Corp | 0.05% | Add +346.0% | 4,460 | $280K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.2% | 4,438 | $278K |
| Afg Fiduciary Services Limited Partnership | 0.18% | Add +3.1% | 4,359 | $276K |
| Florida Financial Advisors, LLC | 0.07% | Add +8.7% | 4,353 | $275K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.5% | 4,341 | $272K |
| Tucker Asset Management LLC | 0.09% | Add +4.2% | 4,320 | $271K |
| Tyler-Stone Wealth Management | 0.04% | Add +0.0% | 4,302 | $270K |
| Fee-Only Financial Planning, L.C. | 0.16% | No change | 4,235 | $266K |
| Corient Private Wealth LP | 0.00% | New | 4,210 | $264K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 4,212 | $264K |
| BankPlus Trust Department | 0.08% | Add +10.3% | 4,183 | $262K |
| Aft, Forsyth & Company, Inc. | 0.13% | Add +0.0% | 4,130 | $259K |
| Eaton Financial Holdings Company, LLC | 0.08% | New | 4,125 | $259K |
| Whipplewood Advisors, LLC | 0.14% | Reduce -87.0% | 4,107 | $258K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -1.8% | 3,990 | $250K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,966 | $249K |
| Gentry Private Wealth, LLC | 0.19% | Add +0.2% | 3,903 | $245K |
| Kanawha Capital Management LLC | 0.02% | No change | 3,900 | $245K |
| Freedom Investment Management, Inc. | 0.02% | New | 3,888 | $244K |
| Klingman & Associates, LLC | 0.01% | New | 3,849 | $241K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $236K |
| SkyOak Wealth, LLC | 0.05% | Reduce -1.0% | 3,737 | $234K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $232K |
| Westside Investment Management, Inc. | 0.04% | Reduce -40.0% | 3,700 | $232K |
| Kennedy Investment Group, Inc. | 0.10% | Reduce -8.1% | 3,668 | $230K |
| Sensible Money, LLC | 0.09% | No change | 3,665 | $230K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $230K |
| Avantra Family Wealth, Inc. | 0.19% | Reduce -27.7% | 3,655 | $229K |
| Acorn Wealth Advisors, LLC | 0.09% | New | 3,648 | $229K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,575 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -18.5% | 3,556 | $223K |
| Power Wealth Management LLC | 0.09% | No change | 3,550 | $223K |
| Fifth Third Bancorp | 0.00% | Add +277.1% | 3,545 | $222K |
| Kestra Investment Management, LLC | 0.01% | New | 3,517 | $221K |
| Howard Bailey Securities, LLC | 0.07% | Reduce -17.4% | 3,513 | $220K |
| Matauro, LLC | 0.04% | Add +0.3% | 3,505 | $220K |
| Compound Planning, Inc. | 0.01% | New | 3,460 | $217K |
| Dash Acquisitions Inc. | 0.04% | New | 3,199 | $206K |
| Keebeck Wealth Management | 0.03% | New | 3,250 | $204K |
| Forum Private Client Group LLC | 0.08% | Reduce -6.0% | 3,220 | $202K |
| NorthCoast Asset Management LLC | 0.00% | New | 3,215 | $202K |
| GDS Wealth Management | 0.01% | New | 3,193 | $200K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.1% | 3,092 | $194K |
| Crewe Advisors LLC | 0.03% | Add +303.6% | 3,019 | $189K |
| NewSquare Capital LLC | 0.01% | No change | 3,018 | $189K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.5% | 3,017 | $189K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -0.5% | 2,926 | $184K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $176K |
| Financial Management Professionals, Inc. | 0.02% | New | 2,734 | $172K |
| Parkside Financial Bank & Trust | 0.02% | No change | 2,494 | $156K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $134K |
| TruNorth Capital Management, LLC | 0.03% | No change | 2,108 | $132K |
| Coston, McIsaac & Partners | 0.03% | No change | 2,062 | $129K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 2,000 | $125K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +32.8% | 1,708 | $108K |
| Rossby Financial, LCC | 0.04% | Add +103.5% | 1,640 | $103K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,633 | $102K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,600 | $100K |
| United Community Bank | 0.03% | No change | 1,370 | $86K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,258 | $79K |
| Holos Integrated Wealth LLC | 0.04% | No change | 1,076 | $69K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -75.7% | 1,027 | $64K |
| Ancora Advisors LLC | 0.00% | No change | 1,024 | $64K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.1% | 1,021 | $64K |
| Bokf, NA | 0.00% | No change | 1,000 | $63K |
| Key Financial Inc | 0.01% | No change | 969 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 925 | $58K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -51.4% | 850 | $53K |
| MCF Advisors LLC | 0.00% | No change | 837 | $53K |
| WealthShield Partners, LLC | 0.01% | Add +20.7% | 724 | $45K |
| Kiker Wealth Management, LLC | 0.03% | Reduce -75.6% | 709 | $44K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 674 | $42K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 657 | $41K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.5% | 652 | $41K |
| Raleigh Capital Management Inc. | 0.02% | Add +34.2% | 648 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $38K |
| Quaker Wealth Management, LLC | 0.01% | — | 568 | $36K |
| Kings Path Partners LLC | 0.01% | No change | 558 | $35K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -70.8% | 558 | $35K |
| Archer Investment Corp | 0.01% | Add +0.2% | 550 | $35K |
| Private Wealth Asset Management, LLC | 0.00% | Add +201.1% | 527 | $33K |
| Graney & King, LLC | 0.02% | No change | 462 | $29K |
| Compass Financial Services Inc | 0.01% | Add +0.2% | 453 | $28K |
| Transce3nd, LLC | 0.01% | Add +15.3% | 445 | $28K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $27K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 418 | $26K |
| Anfield Capital Management, LLC | 0.01% | New | 375 | $24K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.4% | 322 | $20K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.5% | 320 | $20K |
| Semmax Financial Advisors Inc. | 0.01% | New | 306 | $20K |
| CX Institutional | 0.00% | New | 297 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $19K |
| Bare Financial Services, Inc | 0.01% | New | 279 | $18K |
| EPG Wealth Management LLC | 0.01% | Reduce -98.9% | 276 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 257 | $16K |
| Blue Trust, Inc. | 0.00% | Add +480.9% | 244 | $15K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 240 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Add +10.1% | 228 | $14K |
| IMA Advisory Services, Inc. | 0.00% | No change | 224 | $14K |
| Pandora Wealth, Inc. | 0.01% | New | 219 | $14K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $12K |
| BlackRock, Inc. | 0.00% | No change | 182 | $11K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 170 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -69.1% | 158 | $10K |
| Brooklyn Investment Group | 0.00% | Reduce -38.3% | 158 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $8K |
| Smartleaf Asset Management LLC | 0.00% | New | 122 | $8K |
| Exchange Traded Concepts, LLC | 0.00% | New | 120 | $8K |
| Morse Asset Management, Inc | 0.00% | No change | 109 | $7K |
| National Bank of Canada | 0.00% | No change | 106 | $7K |
| LRI Investments, LLC | 0.00% | No change | 107 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 98 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 94 | $6K |
| Valued Wealth Advisors LLC | 0.00% | Add +1.1% | 94 | $6K |
| Highline Wealth Partners LLC | 0.00% | New | 83 | $5K |
| American National Bank & Trust | 0.00% | No change | 82 | $5K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 66 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 42 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $690 |
| Parallel Advisors, LLC | 0.00% | No change | 10 | $627 |
| Signaturefd, LLC | 0.00% | New | 3 | $188 |
| POM Investment Strategies, LLC | 0.00% | Reduce -100.0% | 1 | $41 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.