First Trust Rising DividendRDVYETF
13F holders, Q3 2025 (September 30)672holders +21
46new positions
21sold out
5famous investors
$66.80avg. 13F price*
At the end of Q3 2025, 672 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 21 from Q2 2025. 46 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($1.9B), Morgan Stanley ($1.3B) and Raymond James Financial Inc. ($742.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $70.7M |
| Exits | 21 | $73.8M |
All 13F filers, Q2 2025 → Q3 2025: 17,337,651 shares bought and 3,491,095 shares sold, net +13,846,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 672 holders
| LPL Financial LLC | 0.54% | Add +6.6% | 27,596,346 | $1.9B |
| Morgan Stanley | 0.08% | Add +14.0% | 19,212,352 | $1.3B |
| Raymond James Financial Inc. | 0.24% | Reduce -1.4% | 11,042,125 | $742.7M |
| Wells Fargo & Company | 0.14% | Add +3.5% | 10,199,657 | $686.0M |
| Ameriprise Financial Inc. | 0.12% | Add +10.1% | 7,790,897 | $523.9M |
| Bank of America Corp. | 0.04% | Add +7.0% | 6,992,315 | $470.3M |
| UBS Group AG | 0.08% | Add +12.2% | 5,740,264 | $386.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -4.1% | 5,518,630 | $371.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +13.3% | 4,906,017 | $330.0M |
| Royal Bank of Canada | 0.05% | Add +4.6% | 4,153,645 | $279.4M |
| Osaic Holdings, Inc. | 0.34% | Add +11.9% | 3,627,446 | $240.4M |
| Cetera Investment Advisers | 0.27% | Add +25.3% | 3,500,974 | $235.5M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +15.2% | 2,810,099 | $189.0M |
| Kestra Advisory Services, LLC | 0.81% | Add +0.8% | 2,641,758 | $177.7M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +8.8% | 2,590,920 | $174.3M |
| Private Advisor Group, LLC | 0.81% | Add +4.4% | 2,440,958 | $164.2M |
| Stifel Financial Corp. | 0.15% | Add +4.9% | 2,397,191 | $161.2M |
| JPMorgan Chase & Co. | 0.01% | Add +74.0% | 1,707,049 | $114.8M |
| Truist Financial Corp. | 0.15% | Add +13.5% | 1,592,895 | $107.1M |
| Janney Montgomery Scott LLC | 0.23% | Add +7.5% | 1,445,301 | $97.2M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.6% | 1,407,827 | $94.7M |
| MML Investors Services, LLC | 0.25% | Add +3.3% | 1,403,214 | $94.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +4.9% | 1,309,827 | $88.1M |
| Equitable Holdings, Inc. | 0.62% | Add +23.8% | 1,260,330 | $84.8M |
| NewEdge Advisors, LLC | 0.35% | Add +24.4% | 1,159,579 | $78.0M |
| Jones Financial Companies LLLP | 0.05% | Add +27.4% | 1,153,826 | $77.6M |
| Baird Financial Group, Inc. | 0.12% | Add +21.0% | 1,096,299 | $73.7M |
| Prospera Financial Services Inc | 1.25% | Add +2.9% | 1,090,919 | $73.4M |
| Mariner, LLC | 0.09% | Reduce -5.5% | 1,041,625 | $70.1M |
| Cwm, LLC | 0.20% | Reduce -3.7% | 979,064 | $65.9M |
| Csenge Advisory Group | 3.11% | Reduce -4.1% | 968,633 | $65.2M |
| D.A. Davidson & Co. | 0.37% | Add +1.9% | 870,517 | $58.6M |
| Integrated Wealth Concepts LLC | 0.52% | Reduce -7.9% | 866,752 | $58.3M |
| Kestra Private Wealth Services, LLC | 0.76% | Add +1.4% | 860,827 | $57.9M |
| Harbour Investments, Inc. | 1.02% | Add +13.0% | 666,609 | $44.8M |
| Affinity Wealth Management LLC | 6.53% | Add +0.7% | 662,779 | $44.6M |
| Aptus Capital Advisors, LLC | 0.38% | Add +12.8% | 611,322 | $41.1M |
| Guardian Wealth Advisors, LLC / NC | 2.65% | Add +13.0% | 604,002 | $40.6M |
| RVW Wealth, LLC | 3.06% | Add +0.8% | 582,873 | $39.2M |
| Blair William & Co. | 0.10% | Add +57.4% | 578,324 | $38.9M |
| Liberty Square Wealth Partners LLC | 11.72% | Add +35.2% | 564,503 | $38.0M |
| Horizon Advisory Services, Inc. | 19.32% | Reduce -1.0% | 561,329 | $37.8M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +2.8% | 556,666 | $37.4M |
| Koshinski Asset Management, Inc. | 2.64% | Add +1.0% | 550,827 | $37.0M |
| Ascension Capital Advisors, Inc. | 13.96% | Reduce -0.6% | 533,262 | $35.9M |
| Financial Partners Group, Inc | 4.39% | Reduce -0.3% | 523,955 | $35.2M |
| Integrity Wealth Advisors, Inc. | 12.64% | Add +88.2% | 539,118 | $35.2M |
| Stratos Wealth Partners, LTD. | 0.41% | Add +6.5% | 512,774 | $34.5M |
| Hobart Private Capital, LLC | 6.89% | Add +8.2% | 489,613 | $32.9M |
| Prudential PLC | 0.24% | New | 487,100 | $32.8M |
| Gladstone Institutional Advisory LLC | 1.19% | Add +102.6% | 460,658 | $31.0M |
| Independent Financial Group, LLC | 0.71% | Reduce -12.7% | 442,260 | $29.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +11.5% | 421,008 | $28.3M |
| Perennial Investment Advisors, LLC | 2.32% | Add +7.2% | 416,847 | $28.0M |
| Benjamin Edwards Inc. | 0.31% | Add +9.7% | 402,698 | $27.1M |
| First Heartland Consultants, Inc. | 2.08% | Add +4.9% | 382,462 | $25.7M |
| VestGen Advisors, LLC | 0.83% | Reduce -0.1% | 372,160 | $25.0M |
| Crumly & Associates Inc. | 5.37% | Add +4.4% | 365,294 | $24.6M |
| Citigroup Inc. | 0.02% | Add +4.7% | 364,681 | $24.5M |
| US Bancorp \de | 0.03% | Add +2.7% | 355,647 | $23.9M |
| Park National Corp. | 0.73% | Add +8.8% | 349,281 | $23.5M |
| ODonnell Financial Services, LLC | 8.34% | Add +86.4% | 348,445 | $23.4M |
| Sanctuary Advisors, LLC | 0.13% | Add +13.2% | 329,712 | $22.2M |
| Intellus Advisors LLC | 3.03% | Add +1.1% | 328,987 | $22.1M |
| Western Wealth Management, LLC | 1.16% | Add +1.6% | 325,070 | $21.9M |
| Foundations Investment Advisors, LLC | 0.31% | Add +14.9% | 319,101 | $21.5M |
| Valmark Advisers, Inc. | 0.27% | Reduce -1.1% | 314,879 | $21.2M |
| Next Level Private LLC | 6.09% | Add +4.4% | 309,556 | $21.0M |
| Pine Valley Investments Ltd Liability Co | 1.05% | Add +3.5% | 299,298 | $20.1M |
| Spectrum Wealth Advisory Group, LLC | 8.31% | Add +1.0% | 299,210 | $20.1M |
| ABLE Financial Group, LLC | 4.28% | Reduce -2.7% | 293,851 | $19.8M |
| Key Client Fiduciary Advisors, LLC | 6.63% | Add +0.2% | 292,230 | $19.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +17.4% | 285,147 | $19.2M |
| Concurrent Investment Advisors, LLC | 0.32% | Reduce -1.0% | 272,158 | $18.3M |
| Geneos Wealth Management Inc. | 0.46% | Add +2.1% | 271,935 | $18.3M |
| GPS Wealth Strategies Group, LLC | 1.86% | Add +2.3% | 261,668 | $17.6M |
| Silver Oak Securities, Incorporated | 1.30% | Add +13.3% | 258,506 | $17.4M |
| IHT Wealth Management, LLC | 0.44% | Add +8.6% | 256,849 | $17.3M |
| Beacon Financial Group | 1.61% | Reduce -7.0% | 243,425 | $16.4M |
| Sigma Planning Corp | 0.45% | Add +32.7% | 236,005 | $15.9M |
| tru Independence LLC | 4.08% | Add +5.2% | 233,631 | $15.7M |
| &partners | 0.10% | Add +58.8% | 232,971 | $15.7M |
| Howard Financial Services, LTD. | 1.88% | Add +7.9% | 228,966 | $15.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -8.6% | 225,724 | $15.2M |
| Traction Financial Partners, LLC | 9.29% | Add +8.4% | 223,872 | $15.1M |
| Uniting Wealth Partners, LLC | 3.48% | Add +1567.3% | 218,970 | $14.7M |
| Arkadios Wealth Advisors | 0.36% | Add +1.4% | 217,448 | $14.6M |
| Per Stirling Capital Management, LLC. | 1.72% | Add +46.8% | 213,917 | $14.4M |
| IFG Advisory, LLC | 0.65% | Add +3.1% | 212,166 | $14.3M |
| Daymark Wealth Partners, LLC | 0.48% | Add +9.8% | 208,328 | $14.0M |
| PFG Advisors | 0.57% | Add +4.0% | 207,596 | $14.0M |
| Sanchez Wealth Management Group | 3.04% | Add +2.2% | 203,860 | $13.7M |
| ORG Partners LLC | 2.50% | Reduce -7.1% | 201,619 | $13.5M |
| Pinnacle Associates Ltd. | 0.18% | Add +0.7% | 199,995 | $13.5M |
| Assetmark, Inc. | 0.03% | Add +39.4% | 198,075 | $13.3M |
| Scarborough Advisors, LLC | 2.31% | Reduce -2.5% | 194,612 | $13.1M |
| Atria Investments, Inc | 0.15% | Add +7.1% | 193,425 | $13.0M |
| Golden State Wealth Management, LLC | 1.44% | Reduce -13.9% | 193,359 | $13.0M |
| Plotkin Financial Advisors, LLC | 6.13% | Add +5.8% | 184,294 | $12.4M |
| KMG Fiduciary Partners, LLC | 0.82% | Add +1.1% | 181,672 | $12.2M |
| Stratos Wealth Advisors, LLC | 0.59% | Add +1.3% | 181,441 | $12.2M |
| Global Retirement Partners, LLC | 0.27% | Reduce -2.5% | 180,676 | $12.2M |
| Smith, Moore & Co. | 0.92% | Add +3.1% | 178,406 | $12.0M |
| Wagner Wealth Management, LLC | 2.76% | Add +0.1% | 177,134 | $11.9M |
| Ergawealth Advisors, Inc. | 5.45% | Reduce -36.0% | 173,824 | $11.7M |
| GSG Advisors LLC | 3.06% | Add +0.6% | 172,060 | $11.6M |
| AJ Advisors, LLC | 4.65% | Add +2.2% | 168,847 | $11.4M |
| Thoroughbred Financial Services, LLC | 0.69% | Reduce -0.2% | 165,130 | $11.1M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +5.1% | 164,078 | $11.0M |
| Walkner Condon Financial Advisors LLC | 1.72% | Add +11.6% | 161,408 | $10.9M |
| Mainsail Financial Group, LLC | 4.65% | Add +2.6% | 160,616 | $10.8M |
| Level Four Advisory Services, LLC | 0.36% | Add +47.1% | 157,437 | $10.6M |
| HBW Advisory Services LLC | 1.19% | Add +38.1% | 156,957 | $10.6M |
| United Advisor Group, LLC | 1.40% | Add +4.3% | 154,170 | $10.4M |
| Oppenheimer & Co. Inc. | 0.13% | Add +2.0% | 152,368 | $10.2M |
| Legacy Capital Wealth Partners, LLC | 2.18% | Reduce -1.2% | 156,653 | $10.0M |
| Denver Wealth Management, Inc. | 3.67% | Add +0.8% | 147,923 | $9.9M |
| Bellevue Asset Management, LLC | 4.51% | Reduce -7.8% | 145,862 | $9.8M |
| Atlantic Union Bankshares Corp | 0.18% | Add +20.2% | 144,052 | $9.7M |
| Summit Financial, LLC | 0.15% | New | 142,590 | $9.6M |
| Elevation Point Wealth Partners, LLC | 0.66% | Add +115.2% | 140,922 | $9.5M |
| Chris Bulman Inc | 4.75% | Add +65.2% | 140,889 | $9.5M |
| Weitzel Financial Services, Inc. | 3.82% | Add +1.3% | 142,187 | $9.4M |
| Petix & Botte Co | 2.16% | Add +13.8% | 139,349 | $9.4M |
| Solano Wealth Investment Advisors LLC | 4.42% | Reduce -1.9% | 136,150 | $9.2M |
| Triumph Capital Management | 2.46% | Reduce -6.3% | 135,470 | $9.1M |
| Brookstone Capital Management | 0.11% | Add +49.0% | 135,368 | $9.1M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +12.4% | 134,722 | $9.1M |
| SMART Wealth LLC | 3.38% | Add +9.3% | 133,337 | $9.0M |
| Private Advisory Group LLC | 0.78% | Reduce -12.2% | 133,214 | $9.0M |
| Peak Planning Group, LLC | 4.63% | Add +21.5% | 132,161 | $8.9M |
| Flagship Harbor Advisors, LLC | 0.39% | Reduce -9.3% | 131,927 | $8.9M |
| City Holding Co. | 1.11% | Add +0.7% | 131,741 | $8.9M |
| Principal Securities, Inc. | 0.15% | Add +7.2% | 131,299 | $8.8M |
| Avidian Wealth Enterprises, LLC | 0.33% | Add +2.2% | 130,280 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +26.1% | 130,169 | $8.8M |
| Sovereign Financial Group, Inc. | 1.64% | Add +2.8% | 130,083 | $8.7M |
| Kingsview Wealth Management, LLC | 0.13% | Add +10.4% | 130,007 | $8.7M |
| Fairway Financial, LLC | 6.82% | Add +1.0% | 128,699 | $8.7M |
| DAVENPORT & Co LLC | 0.05% | Add +4.6% | 128,152 | $8.6M |
| Ethos Financial Group, LLC | 0.66% | Reduce -15.6% | 124,965 | $8.4M |
| Focus Financial Network, Inc. | 0.30% | Add +7.6% | 123,571 | $8.3M |
| CLG LLC | 2.25% | Reduce -35.5% | 122,647 | $8.2M |
| Barnes Pettey Financial Advisors, LLC | 4.51% | Add +5.1% | 122,444 | $8.2M |
| World Investment Advisors | 0.17% | Add +4.4% | 120,901 | $8.1M |
| Coppell Advisory Solutions LLC | 0.86% | Add +13.6% | 120,503 | $8.1M |
| StoneX Group Inc. | 0.35% | Add +13.1% | 119,433 | $8.0M |
| Gallagher Fiduciary Advisors, LLC | 0.29% | Add +0.2% | 119,278 | $8.0M |
| Comerica Bank | 0.03% | Reduce -12.7% | 118,062 | $7.9M |
| Invst, LLC | 0.90% | Add +1.6% | 117,053 | $7.9M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | Add +31.3% | 115,471 | $7.8M |
| Gateway Wealth Partners, LLC | 1.04% | Add +9.9% | 114,021 | $7.7M |
| Kovack Advisors, Inc. | 0.72% | Add +0.6% | 112,999 | $7.6M |
| Frederick Financial Consultants, LLC | 4.21% | Add +5.0% | 111,686 | $7.5M |
| Huntleigh Advisors, Inc. | 1.27% | Add +2.5% | 111,163 | $7.5M |
| International Assets Investment Management, LLC | 0.60% | Reduce -0.3% | 117,469 | $7.4M |
| Cozad Asset Management Inc. | 0.58% | Add +9.3% | 108,125 | $7.3M |
| Stephens Inc. | 0.09% | Add +10.0% | 108,021 | $7.3M |
| Redhawk Wealth Advisors, Inc. | 0.84% | Reduce -0.7% | 107,716 | $7.2M |
| Total Clarity Wealth Management, Inc. | 1.92% | Add +4.1% | 107,127 | $7.2M |
| StoneCrest Wealth Management, Inc. | 3.13% | Add +2.7% | 106,352 | $7.2M |
| Genesis Private Wealth, LLC | 2.96% | Add +2.8% | 104,632 | $7.0M |
| Nestegg Advisors, Inc. | 6.20% | Add +2.0% | 103,849 | $7.0M |
| LeClair Wealth Partners LLC | 4.34% | Add +7.2% | 103,630 | $7.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.52% | Reduce -0.8% | 102,606 | $6.9M |
| Ritter Daniher Financial Advisory LLC / DE | 1.21% | New | 101,840 | $6.8M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +26.0% | 100,725 | $6.8M |
| HFG Advisors, Inc. | 4.99% | Add +1.9% | 100,649 | $6.8M |
| Rockport Wealth LLC | 1.37% | Add +14.5% | 99,979 | $6.7M |
| APS Management Group, Inc. | 5.85% | — | 98,149 | $6.6M |
| Guided Capital Wealth Management, LLC | 5.53% | Reduce -28.4% | 95,944 | $6.5M |
| Vise Technologies, Inc. | 0.24% | New | 95,776 | $6.4M |
| Consolidated Portfolio Review Corp | 0.80% | Reduce -3.8% | 94,699 | $6.4M |
| Trivium Point Advisory, LLC | 0.64% | Add +131.3% | 93,894 | $6.3M |
| AE Wealth Management LLC | 0.04% | Add +33.5% | 93,411 | $6.3M |
| IFP Advisors, Inc | 0.16% | Reduce -35.8% | 92,105 | $6.2M |
| Spire Wealth Management | 0.21% | Add +4.7% | 91,744 | $6.2M |
| Farther Finance Advisors, LLC | 0.09% | Add +62.1% | 91,483 | $6.2M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +4.9% | 91,383 | $6.1M |
| Cottonwood Capital Advisors, LLC | 4.47% | Reduce -1.7% | 91,144 | $6.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +2.6% | 90,364 | $6.1M |
| Accel Wealth Management | 1.73% | Add +43.2% | 88,284 | $5.9M |
| Certified Advisory Corp | 0.56% | Add +21.5% | 87,904 | $5.9M |
| Arvest Investments, Inc. | 0.81% | Add +1.4% | 83,487 | $5.6M |
| Envision Financial LLC | 3.11% | Add +16.0% | 80,675 | $5.4M |
| Jaffetilchin Investment Partners, LLC | 0.32% | Add +5.1% | 80,485 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Add +2.1% | 80,094 | $5.4M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | Add +15.9% | 80,000 | $5.4M |
| BlueChip Wealth Advisors LLC | 2.29% | Reduce -7.2% | 79,863 | $5.4M |
| Advance Capital Management, Inc. | 0.23% | Reduce -1.5% | 78,973 | $5.3M |
| Genesee Capital Advisors, LLC | 2.29% | Reduce -0.9% | 78,468 | $5.3M |
| Lineweaver Wealth Advisors, LLC | 0.76% | Reduce -1.5% | 76,936 | $5.2M |
| EWG Elevate Inc. | 1.61% | Reduce -20.3% | 76,765 | $5.2M |
| Five Pine Wealth Management | 3.45% | Reduce -9.4% | 75,986 | $5.1M |
| TruWealth Advisors, LLC | 0.26% | Add +0.3% | 75,808 | $5.1M |
| Claro Advisors Inc. | 0.74% | Reduce -0.3% | 75,141 | $5.1M |
| BNP Paribas Financial Markets | 0.00% | Add +28.2% | 74,902 | $5.0M |
| IMG Wealth Management, Inc. | 3.36% | Add +18.6% | 73,910 | $5.0M |
| Mutual Advisors, LLC | 0.11% | Add +16.0% | 72,762 | $4.9M |
| Axxcess Wealth Management, LLC | 0.10% | Add +2.0% | 72,835 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +51.5% | 71,456 | $4.8M |
| LVZ, Inc. | 0.54% | Add +32.9% | 70,448 | $4.7M |
| Perigon Wealth Management, LLC | 0.10% | Add +4.0% | 69,993 | $4.7M |
| Marshall Investment Management, LLC | 2.48% | Add +1224.7% | 69,625 | $4.7M |
| Insight Inv LLC | 2.71% | Reduce -9.6% | 68,652 | $4.6M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +12.0% | 67,637 | $4.5M |
| Harvest Investment Services, LLC | 0.91% | Reduce -0.9% | 67,284 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +88.8% | 66,299 | $4.5M |
| Founders Financial Securities LLC | 0.30% | Add +2.8% | 65,701 | $4.4M |
| Goldstone Financial Group, LLC | 0.52% | Add +6.8% | 65,659 | $4.4M |
| NewEdge Wealth, LLC | 0.06% | Reduce -0.8% | 65,289 | $4.4M |
| Braun-Bostich & Associates Inc. | 2.76% | Add +5.5% | 65,141 | $4.4M |
| Wedbush Securities Inc. | 0.14% | Reduce -10.3% | 65,046 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +12.8% | 64,890 | $4.4M |
| Proactive Wealth Strategies LLC | 1.86% | Add +0.3% | 64,148 | $4.3M |
| RFG Advisory, LLC | 0.09% | Add +2.5% | 64,047 | $4.3M |
| Fifth Third Securities, Inc. | 0.29% | Reduce -43.6% | 63,188 | $4.3M |
| Calton & Associates, Inc. | 0.64% | Add +359.7% | 62,912 | $4.2M |
| Titleist Asset Management, LLC | 0.37% | Reduce -18.9% | 62,002 | $4.2M |
| Mattern Wealth Management LLC | 0.82% | No change | 61,401 | $4.1M |
| Global Assets Advisory, LLC | 1.21% | Reduce -7.0% | 60,653 | $4.1M |
| Snowden Capital Advisors LLC | 0.11% | Add +85.3% | 60,619 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -6.1% | 60,300 | $4.1M |
| Nations Financial Group Inc, /Ia/ | 0.25% | Add +0.4% | 59,849 | $4.0M |
| Allworth Financial LP | 0.02% | Add +0.3% | 59,767 | $4.0M |
| WealthCare Investment Partners, LLC | 1.30% | Add +0.2% | 59,690 | $4.0M |
| Willner & Heller, LLC | 3.05% | Add +3.4% | 58,995 | $4.0M |
| Modern Wealth Management, LLC | 0.08% | Add +4.0% | 58,482 | $3.9M |
| Leigh Baldwin & Co., LLC | 2.21% | Add +1.8% | 58,379 | $3.9M |
| Stegent Equity Advisors, Inc. | 3.11% | Add +16.1% | 56,832 | $3.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.45% | Reduce -16.3% | 56,613 | $3.8M |
| Park Avenue Securities LLC | 0.03% | Add +47.1% | 56,169 | $3.8M |
| Wisconsin Wealth Advisors, LLC | 3.59% | Reduce -1.3% | 56,006 | $3.8M |
| RFG - Bristol Wealth Advisors, LLC | 1.06% | Reduce -5.6% | 54,685 | $3.7M |
| Main Street Financial Solutions, LLC | 0.24% | Reduce -3.4% | 54,650 | $3.7M |
| Flaharty Asset Management, LLC | 0.46% | Reduce -4.1% | 54,270 | $3.7M |
| Capital Asset Advisory Services LLC | 0.16% | Add +2.8% | 54,007 | $3.6M |
| Creative Financial Designs Inc. | 0.24% | Add +1.2% | 53,780 | $3.6M |
| Shelton Wealth Management, LLC | 1.68% | Reduce -6.4% | 53,627 | $3.6M |
| Concorde Asset Management, LLC | 1.50% | — | 53,242 | $3.6M |
| Claris Financial LLC | 2.03% | Add +32.3% | 53,178 | $3.6M |
| Mayflower Financial Advisors, LLC | 0.45% | Add +218.8% | 53,073 | $3.6M |
| TBH Global Asset Management, LLC | 0.69% | Reduce -0.1% | 52,207 | $3.5M |
| Southland Equity Partners LLC | 0.70% | Reduce -0.2% | 51,679 | $3.5M |
| Betterment LLC | 0.01% | Add +5.8% | 51,312 | $3.5M |
| Stonebridge Financial Planning Group, LLC | 1.29% | Add +81.0% | 51,231 | $3.4M |
| Merit Financial Group, LLC | 0.03% | Add +8.4% | 51,124 | $3.4M |
| Purus Wealth Management, LLC | 1.07% | Reduce -0.1% | 49,965 | $3.4M |
| Triton Wealth Management, PLLC | 1.27% | Reduce -16.1% | 49,540 | $3.3M |
| World Equity Group, Inc. | 0.74% | Add +4.6% | 48,563 | $3.3M |
| DHJJ Financial Advisors, Ltd. | 1.10% | Add +185.4% | 48,353 | $3.3M |
| Centennial Wealth Advisory LLC | 0.89% | Add +42.7% | 47,778 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.19% | Add +1.1% | 47,645 | $3.2M |
| Asset Allocation Strategies LLC | 0.63% | Reduce -14.3% | 47,452 | $3.2M |
| Iams Wealth Management, LLC | 1.22% | Reduce -2.2% | 45,269 | $3.0M |
| SFG Wealth Management, LLC. | 1.32% | Add +214.8% | 45,256 | $3.0M |
| Davis Investment Partners, LLC | 1.01% | Add +0.0% | 44,204 | $3.0M |
| Creative Planning | 0.00% | Add +229.7% | 44,120 | $3.0M |
| ORBA Wealth Advisors, L.L.C. | 2.42% | Reduce -10.3% | 43,622 | $2.9M |
| Mgo One Seven LLC | 0.07% | Reduce -2.5% | 43,498 | $2.9M |
| Mercer Global Advisors Inc. | 0.00% | Add +83.2% | 43,437 | $2.9M |
| Forefront Wealth Partners, LLC | 0.72% | New | 42,499 | $2.9M |
| Larson Financial Group LLC | 0.10% | Add +7.7% | 41,670 | $2.8M |
| Focus Partners Wealth | 0.00% | Add +1.7% | 41,667 | $2.8M |
| Flagstar Securities, Inc. | 0.85% | Reduce -26.8% | 41,290 | $2.8M |
| TCFG Wealth Management, LLC | 1.09% | Reduce -2.2% | 41,023 | $2.8M |
| Lanark Financial, Inc. | 0.21% | Reduce -41.8% | 40,902 | $2.8M |
| FMR LLC | 0.00% | Add +7.5% | 40,397 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.62% | Reduce -6.3% | 40,274 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +75.8% | 39,778 | $2.7M |
| Apollon Financial, LLC | 0.44% | Add +56.0% | 39,538 | $2.7M |
| TrueWealth Advisors, LLC | 0.72% | Add +1.8% | 39,460 | $2.7M |
| Private Trust Co. NA | 0.23% | Add +7.1% | 39,369 | $2.6M |
| Keystone Financial Group | 0.20% | Add +7.0% | 38,834 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Add +40.4% | 38,581 | $2.6M |
| Compass Capital Corp. /Ma/ | 1.12% | No change | 37,882 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.17% | Reduce -3.2% | 38,086 | $2.6M |
| BankPlus Wealth Management LLC | 1.49% | Add +35.6% | 37,597 | $2.5M |
| IFS Group,LLC | 2.22% | — | 37,633 | $2.5M |
| Advisory Alpha, LLC | 0.07% | Add +1.0% | 36,922 | $2.5M |
| PCG Wealth Advisors, LLC | 0.71% | Add +20.7% | 36,369 | $2.4M |
| SteelPeak Wealth, LLC | 0.08% | Add +7.2% | 36,364 | $2.4M |
| Ballew Advisors, Inc | 1.36% | Add +283.9% | 36,636 | $2.4M |
| Atlas Wealth LLC | 1.03% | Add +10.2% | 35,892 | $2.4M |
| Wealth Effects LLC | 0.77% | Add +3.5% | 35,703 | $2.4M |
| Sunbelt Securities, Inc. | 0.16% | Add +159.9% | 35,171 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +38.0% | 34,618 | $2.3M |
| AQR Capital Management | 0.00% | Add +12.2% | 34,162 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +27.6% | 34,134 | $2.3M |
| OneAscent Financial Services LLC | 0.15% | Add +29.8% | 34,034 | $2.3M |
| Twin Peaks Wealth Advisors, LLC | 0.77% | Add +0.2% | 33,698 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +3170.7% | 33,394 | $2.2M |
| Perissos Private Wealth Management, LLC | 1.62% | Add +4.7% | 33,016 | $2.2M |
| MTM Investment Management, LLC | 0.70% | Reduce -3.5% | 32,847 | $2.2M |
| Centerpoint Advisory Group | 1.69% | Reduce -3.9% | 32,266 | $2.2M |
| Apexium Financial, LP | 0.10% | Add +0.0% | 31,750 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.7% | 31,173 | $2.1M |
| Barrett & Company, Inc. | 0.72% | Add +0.0% | 31,125 | $2.1M |
| PKS Advisory Services, LLC | 0.48% | Add +9.5% | 31,014 | $2.1M |
| Capital Advisory Group Advisory Services, LLC | 0.65% | Reduce -0.4% | 30,967 | $2.1M |
| Balefire, LLC | 0.40% | Reduce -3.6% | 29,927 | $2.0M |
| Whitaker-Myers Wealth Managers, LTD. | 0.43% | Add +5.8% | 29,426 | $2.0M |
| Family Manage LLC | 0.27% | Add +5.5% | 29,380 | $2.0M |
| Virtus Wealth Solutions LLC | 0.38% | Reduce -1.9% | 29,008 | $2.0M |
| Northeast Planning Associates, Inc. / NH / | 1.64% | Reduce -22.7% | 28,659 | $1.9M |
| Avior Wealth Management, LLC | 0.06% | Add +0.2% | 28,649 | $1.9M |
| American Financial Advisors, LLC | 0.24% | Add +7.3% | 28,247 | $1.9M |
| AdvisorNet Financial, Inc | 0.11% | Add +1.6% | 28,206 | $1.9M |
| WealthBridge Capital Management, LLC | 0.44% | Reduce -1.0% | 28,082 | $1.9M |
| Intrua Financial, LLC | 0.22% | Add +0.4% | 28,010 | $1.9M |
| Strategic Blueprint, LLC | 0.08% | Add +12.1% | 27,536 | $1.9M |
| N.E.W. Advisory Services LLC | 0.16% | Add +23.4% | 27,178 | $1.8M |
| Integrity Financial Corp | 0.87% | Reduce -66.5% | 27,026 | $1.8M |
| Certuity, LLC | 0.12% | Add +3.8% | 26,056 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +0.2% | 25,915 | $1.7M |
| Legacy Wealth Managment, LLC | 0.78% | Add +18.4% | 25,704 | $1.7M |
| ProVise Management Group, LLC | 0.13% | Add +29.3% | 25,630 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +80.5% | 25,585 | $1.7M |
| L & S Advisors Inc | 0.18% | Add +9.2% | 25,569 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +5.4% | 25,222 | $1.7M |
| Prism Advisors, Inc. | 0.45% | Add +5.8% | 24,855 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -1.8% | 24,832 | $1.7M |
| Uptick Partners, LLC | 0.44% | Add +2.8% | 24,791 | $1.7M |
| Root Financial Partners, LLC | 0.10% | Add +15.4% | 24,289 | $1.6M |
| Ellsworth Advisors, LLC | 0.35% | Add +5.3% | 24,488 | $1.6M |
| Richmond Investment Services, LLC | 0.30% | Reduce -23.1% | 23,946 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.4% | 23,914 | $1.6M |
| Pitti Group Wealth Management, LLC | 1.36% | Reduce -2.8% | 23,789 | $1.6M |
| EdgeRock Capital LLC | 0.44% | Reduce -34.9% | 23,393 | $1.6M |
| Integrity Alliance, Llc. | 0.07% | Add +30.6% | 23,136 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.67% | Add +59.9% | 22,946 | $1.5M |
| Platform Technology Partners | 0.37% | Add +6.9% | 22,917 | $1.5M |
| Darwin Wealth Management, LLC | 0.48% | Reduce -0.8% | 22,662 | $1.5M |
| Topsail Wealth Management, LLC | 0.26% | Add +3.8% | 22,607 | $1.5M |
| Altus Wealth Group LLC | 0.62% | Add +4.2% | 22,512 | $1.5M |
| Dagco, Inc. | 0.38% | Add +11.7% | 22,477 | $1.5M |
| Bank of Montreal | 0.00% | Add +4.0% | 22,424 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -9.2% | 22,315 | $1.5M |
| Regatta Capital Group, LLC | 0.23% | Add +0.0% | 22,001 | $1.5M |
| Winebrenner Capital Management LLC | 1.06% | Add +7.3% | 21,840 | $1.5M |
| Family Capital Management, Inc. | 0.70% | Add +8.4% | 21,644 | $1.5M |
| Northwest Financial Advisors | 1.87% | Add +13.8% | 21,609 | $1.5M |
| Milestones Private Investment Advisors LLC | 0.98% | Add +3.7% | 21,427 | $1.4M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -75.3% | 21,336 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.60% | Reduce -5.2% | 21,062 | $1.4M |
| Grantvest Financial Group LLC | 0.95% | Add +0.6% | 20,522 | $1.4M |
| Medallion Wealth Advisors, LLC | 0.49% | Add +2.6% | 20,435 | $1.4M |
| Savvy Advisors, Inc. | 0.06% | Add +13.0% | 20,404 | $1.4M |
| Touchstone Capital, Inc. | 0.70% | — | 20,331 | $1.4M |
| Morey & Quinn Wealth Partners, LLC | 1.00% | Add +1.9% | 20,254 | $1.4M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +6.9% | 20,223 | $1.4M |
| Insigneo Advisory Services, LLC | 0.09% | Add +0.8% | 19,956 | $1.3M |
| Advisor Resource Council | 1.80% | Add +70.7% | 19,848 | $1.3M |
| Park Square Financial Group, LLC | 5.71% | Reduce -48.7% | 19,644 | $1.3M |
| Novem Group | 0.16% | Add +2.3% | 19,529 | $1.3M |
| Walker Asset Management, LLC | 0.74% | Reduce -2.0% | 19,500 | $1.3M |
| Elevated Capital Advisors, LLC | 0.32% | Reduce -5.1% | 19,020 | $1.3M |
| Sequent Planning LLC | 0.36% | Add +4.4% | 18,931 | $1.3M |
| TFB Advisors LLC | 0.37% | Reduce -4.2% | 19,096 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.36% | Add +0.3% | 18,877 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +14.2% | 18,781 | $1.3M |
| Woodward Diversified Capital, LLC | 0.59% | Add +8.7% | 18,755 | $1.3M |
| MAI Capital Management | 0.01% | Add +11.1% | 18,607 | $1.3M |
| National Wealth Management Group, LLC | 0.47% | Add +8.7% | 18,582 | $1.2M |
| Lynch & Associates | 0.24% | Add +11.1% | 18,284 | $1.2M |
| Retireful, LLC | 1.19% | New | 18,277 | $1.2M |
| TD Capital Management LLC | 0.11% | Add +9.3% | 18,249 | $1.2M |
| Herold Advisors, Inc. | 0.28% | Reduce -20.1% | 18,222 | $1.2M |
| Graney & King, LLC | 0.85% | Add +3838.1% | 18,194 | $1.2M |
| Opinicus Capital, Inc. | 0.85% | Add +1.6% | 18,153 | $1.2M |
| Beacon Financial Advisory LLC | 0.28% | Reduce -2.3% | 17,942 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.40% | Reduce -1.6% | 17,870 | $1.2M |
| Flynn Zito Capital Management, LLC | 0.44% | Reduce -0.6% | 17,859 | $1.2M |
| Triad Wealth Partners, LLC | 0.15% | New | 17,705 | $1.2M |
| Moment Partners, LLC | 0.21% | No change | 17,613 | $1.2M |
| San Luis Wealth Advisors LLC | 0.21% | Add +11.8% | 17,332 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +5.7% | 17,317 | $1.2M |
| WCG Wealth Advisors LLC | 0.07% | Add +1.3% | 17,240 | $1.2M |
| Ignite Planners, LLC | 0.19% | Add +0.1% | 17,207 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -1.8% | 17,161 | $1.2M |
| Tranquility Partners, LLC | 0.39% | Add +2.2% | 17,018 | $1.1M |
| Beck Bode, LLC | 0.18% | Reduce -18.2% | 16,937 | $1.1M |
| Prosperity Consulting Group, LLC | 0.06% | Add +12.4% | 16,935 | $1.1M |
| Tidemark, LLC | 0.33% | Reduce -2.8% | 16,737 | $1.1M |
| Victory Financial Group, LLC | 0.15% | Add +40.5% | 16,715 | $1.1M |
| PMG Wealth Management, Inc. | 0.85% | No change | 16,763 | $1.1M |
| Cahill Financial Advisors Inc. | 0.13% | Add +5.7% | 16,328 | $1.1M |
| Cibc World Market Inc. | 0.00% | No change | 16,147 | $1.1M |
| Capital Analysts, LLC | 0.03% | Add +1.6% | 15,940 | $1.1M |
| Main Street Group, LTD | 0.34% | Add +7.2% | 15,658 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,606 | $1.0M |
| Krilogy Financial LLC | 0.04% | New | 15,434 | $1.0M |
| Cadent Capital Advisors, LLC | 0.27% | New | 15,285 | $1.0M |
| Hidden Cove Wealth Management, LLC | 0.67% | Reduce -31.6% | 15,051 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Add +44.1% | 14,937 | $1.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.31% | Add +5.9% | 14,906 | $1.0M |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 14,636 | $997K |
| Keystone Financial Services, LLC | 0.69% | Reduce -0.8% | 14,688 | $988K |
| Kapstone Financial Advisors LLC | 0.46% | Reduce -1.8% | 14,591 | $981K |
| Panoramic Investment Advisors, LLC | 0.55% | No change | 14,566 | $980K |
| Money Concepts Capital Corp. | 0.06% | Add +21.1% | 14,193 | $955K |
| Hilltop Holdings Inc. | 0.05% | Add +15.3% | 14,155 | $952K |
| Trueblood Wealth Management, LLC | 0.37% | Reduce -0.3% | 14,154 | $952K |
| Waterfront Wealth Inc. | 0.19% | Add +2.2% | 14,167 | $947K |
| Maridea Wealth Management LLC | 0.15% | Reduce -6.7% | 14,092 | $944K |
| Signal Advisors Wealth, LLC | 0.09% | Add +251.4% | 14,020 | $943K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2372.9% | 13,799 | $928K |
| First Citizens Bank & Trust Co. | 0.02% | Add +35.3% | 13,667 | $919K |
| Sequent Asset Management, LLC | 0.44% | Add +154.6% | 13,656 | $919K |
| Cresset Asset Management, LLC | 0.00% | Add +21.5% | 13,609 | $915K |
| Ameriflex Group, Inc. | 0.34% | Add +57.6% | 13,485 | $907K |
| Continuum Advisory, LLC | 0.09% | Add +4.6% | 13,354 | $898K |
| Clear Creek Financial Management, LLC | 0.08% | Add +8.6% | 13,093 | $881K |
| Gotham Asset Management | 0.00% | New | 12,657 | $851K |
| Spreng Capital Management, Inc. | 0.35% | Reduce -1.8% | 12,641 | $850K |
| Confluence Wealth Services, Inc. | 0.04% | Add +1.2% | 12,638 | $850K |
| Prepared Retirement Institute LLC | 0.44% | Add +17.0% | 12,630 | $849K |
| NBT Bank, N.A. | 0.05% | Reduce -98.9% | 134 | $841K |
| Owen LaRue, LLC | 0.33% | Reduce -15.6% | 12,479 | $839K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.9% | 12,557 | $836K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -10.9% | 12,350 | $831K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -1.2% | 12,268 | $825K |
| Strategic Family Wealth Counselors, L.L.C. | 0.20% | No change | 11,619 | $782K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +9.3% | 11,596 | $780K |
| Visionary Wealth Advisors | 0.04% | Reduce -85.2% | 11,588 | $779K |
| Synergy Investment Management, LLC | 0.30% | Add +21.8% | 11,553 | $777K |
| Breakthru Advisory Services, LLC | 0.51% | Reduce -94.0% | 11,550 | $777K |
| Keystone Wealth Services, LLC | 0.16% | Add +0.3% | 11,217 | $754K |
| Choreo, LLC | 0.01% | Add +1.0% | 11,135 | $749K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.3% | 10,856 | $730K |
| Wills Financial Group LLC | 0.29% | Add +9.0% | 10,694 | $719K |
| Maia Wealth LLC | 0.12% | Reduce -7.2% | 10,488 | $712K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $708K |
| Stonebridge Financial Group, LLC | 0.06% | Add +3.3% | 10,159 | $683K |
| Nova Wealth Management, Inc. | 0.47% | Reduce -17.6% | 9,854 | $663K |
| Cerity Partners LLC | 0.00% | Add +73.5% | 9,817 | $660K |
| Michels Family Financial, LLC | 0.51% | Reduce -5.1% | 9,814 | $660K |
| Moors & Cabot, Inc. | 0.03% | Add +19.3% | 9,805 | $660K |
| Element Wealth, LLC | 0.28% | Add +34.0% | 9,634 | $648K |
| Clearstead Advisors, LLC | 0.01% | Reduce -4.4% | 9,568 | $644K |
| Simplicity Wealth,LLC | 0.04% | Reduce -49.8% | 9,449 | $636K |
| Lake Street Private Wealth, LLC | 0.08% | Add +16.4% | 9,410 | $633K |
| Jane Street Group, LLC | 0.00% | Reduce -66.7% | 9,367 | $630K |
| Atlas Private Wealth Advisors | 0.15% | Reduce -54.2% | 9,298 | $625K |
| Lion Street Advisors, LLC | 0.22% | Reduce -58.8% | 12,444 | $622K |
| GeoWealth Management, LLC | 0.02% | Add +62.7% | 9,236 | $621K |
| Private Client Services, LLC | 0.21% | Add +41.7% | 9,137 | $615K |
| Creekmur Asset Management LLC | 0.10% | Reduce -1.9% | 9,076 | $610K |
| Allie Family Office LLC | 0.29% | Add +46.5% | 9,015 | $606K |
| Greenwich Wealth Management LLC | 0.03% | No change | 8,890 | $598K |
| Captrust Financial Advisors | 0.00% | Reduce -37.2% | 8,862 | $596K |
| Maseco LLP | 0.03% | No change | 8,858 | $596K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -28.6% | 8,765 | $593K |
| Corient Private Wealth LP | 0.00% | Add +28801.2% | 1,216,742 | $584K |
| Puff Wealth Management, LLC | 0.88% | Reduce -2.6% | 8,653 | $582K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -3.6% | 8,207 | $552K |
| Retirement Planning Group, LLC | 0.02% | New | 8,122 | $546K |
| Alliance Wealth Advisors, LLC | 0.27% | Reduce -10.4% | 8,008 | $539K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +3.6% | 8,002 | $538K |
| Citadel Advisors | 0.00% | Reduce -62.4% | 7,938 | $534K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +98.2% | 7,862 | $529K |
| Wealth Watch Advisors, INC | 0.21% | Reduce -24.7% | 7,740 | $521K |
| Nwam LLC | 0.03% | No change | 7,664 | $514K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -15.2% | 7,634 | $513K |
| Millstone Evans Group, LLC | 0.32% | Reduce -2.6% | 7,604 | $511K |
| Paragon Private Wealth Management, LLC | 0.17% | Reduce -17.4% | 7,585 | $510K |
| Balance Wealth Partners LLC | 0.12% | Reduce -1.9% | 7,511 | $505K |
| Garden State Investment Advisory Services LLC | 0.13% | No change | 7,495 | $504K |
| Citizens Financial Group Inc. | 0.01% | Add +0.0% | 7,482 | $503K |
| Rise Advisors, LLC | 0.18% | Add +30.2% | 7,366 | $495K |
| Merkkuri Wealth Advisors LLC | 0.36% | Reduce -11.2% | 7,365 | $495K |
| Integrated Advisors Network LLC | 0.02% | Reduce -2.1% | 7,360 | $495K |
| Independent Wealth Network Inc. | 0.16% | Add +13.8% | 7,334 | $493K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.0% | 7,320 | $492K |
| Exit Wealth Advisors, LLC. | 0.33% | — | 7,275 | $489K |
| PFG Investments, LLC | 0.03% | Reduce -19.6% | 7,227 | $486K |
| Centaurus Financial, Inc. | 0.02% | Reduce -26.4% | 7,182 | $483K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 7,064 | $475K |
| Red Door Wealth Management, LLC | 0.05% | No change | 7,046 | $474K |
| TRUE Private Wealth Advisors | 0.05% | New | 6,907 | $465K |
| WealthTrust Asset Management, LLC | 0.32% | Add +8.6% | 6,906 | $464K |
| WealthPLAN Partners, LLC | 0.07% | Add +0.6% | 6,734 | $453K |
| FWG Holdings, LLC | 0.19% | Add +0.0% | 6,520 | $443K |
| Delta Investment Management, LLC | 0.08% | Add +0.2% | 6,579 | $442K |
| Northwest Wealth Management, LLC | 0.07% | No change | 6,539 | $440K |
| Aspire Capital Advisors LLC | 0.11% | Add +7.0% | 6,517 | $438K |
| Fisher Asset Management | 0.00% | New | 6,517 | $438K |
| Castleview Partners, LLC | 0.23% | Reduce -19.0% | 6,402 | $431K |
| Castle Rock Wealth Management, LLC | 0.09% | Add +5.1% | 6,359 | $428K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.7% | 6,230 | $419K |
| Pacific Sun Financial Corp | 0.20% | No change | 6,130 | $412K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $412K |
| Evolution Wealth Management Inc. | 0.42% | No change | 6,107 | $411K |
| Laraway Financial Advisors Inc | 0.28% | Add +0.0% | 6,091 | $410K |
| Realta Investment Advisors | 0.14% | Add +4.1% | 6,021 | $405K |
| Bar Harbor Wealth Management | 0.02% | Reduce -3.7% | 5,920 | $398K |
| Sovran Advisors, LLC | 0.03% | Add +9.4% | 5,850 | $395K |
| Zullo Investment Group, Inc. | 0.15% | Add +1.5% | 5,870 | $395K |
| Ascentis Independent Advisors | 0.07% | No change | 5,855 | $394K |
| Hofer & Associates. Inc | 0.22% | No change | 5,777 | $389K |
| Strategy Asset Managers LLC | 0.07% | Reduce -2.5% | 5,700 | $383K |
| Founders Financial Alliance, LLC | 0.07% | Add +12.2% | 5,605 | $377K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.75% | Reduce -92.1% | 5,600 | $377K |
| Old Port Advisors | 0.09% | No change | 5,549 | $373K |
| 1776 Wealth LLC | 0.14% | Reduce -18.2% | 5,481 | $369K |
| GAMMA Investing LLC | 0.02% | No change | 5,479 | $369K |
| Navis Wealth Advisors, LLC | 0.28% | Add +0.1% | 5,460 | $367K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | Add +172.5% | 5,450 | $367K |
| Full Sail Capital, LLC | 0.02% | No change | 5,440 | $366K |
| Investor's Fiduciary Advisor Network, LLC | 0.12% | Add +28.9% | 5,428 | $365K |
| MPWM Advisory Solutions, LLC | 0.22% | No change | 5,400 | $363K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,355 | $360K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +44.9% | 5,284 | $355K |
| QRG Capital Management, Inc. | 0.00% | New | 5,246 | $353K |
| MBE Wealth Management, LLC | 0.15% | Add +6.4% | 5,009 | $337K |
| QTR Family Wealth, LLC | 0.16% | Reduce -0.6% | 4,959 | $334K |
| CPC Advisors, LLC | 0.03% | Reduce -29.6% | 4,918 | $331K |
| Goldstein Advisors, LLC | 0.04% | Reduce -5.0% | 4,915 | $331K |
| Lighthouse Wealth Management Inc. | 0.27% | Add +2.3% | 4,879 | $328K |
| Alta Wealth Advisors LLC | 0.12% | Reduce -8.6% | 4,848 | $326K |
| Xcel Wealth Management, LLC | 0.09% | No change | 4,845 | $326K |
| Register Financial Advisors LLC | 0.13% | Add +0.0% | 4,791 | $322K |
| Great Lakes Advisors, LLC | 0.00% | Add +2.1% | 4,698 | $316K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.6% | 4,628 | $311K |
| Optiver Holding B.V. | 0.01% | New | 4,562 | $307K |
| Principle Wealth Partners LLC | 0.02% | Reduce -11.6% | 4,554 | $306K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 4,495 | $305K |
| Capital Square, LLC | 0.15% | Reduce -6.4% | 4,501 | $303K |
| Trexquant Investment LP | 0.00% | Reduce -4.1% | 4,456 | $300K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -17.9% | 4,449 | $299K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.1% | 4,444 | $299K |
| Barometer Capital Management Inc. | 0.07% | New | 4,390 | $295K |
| Afg Fiduciary Services Limited Partnership | 0.17% | No change | 4,359 | $293K |
| Quest Investment Management LLC | 0.03% | New | 4,303 | $289K |
| Three Magnolias Financial Advisors, LLC | 0.18% | Reduce -9.9% | 4,285 | $288K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +46.1% | 4,276 | $288K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -64.9% | 4,196 | $282K |
| BankPlus Trust Department | 0.08% | No change | 4,183 | $281K |
| Kestra Investment Management, LLC | 0.01% | Add +17.9% | 4,145 | $279K |
| Fee-Only Financial Planning, L.C. | 0.16% | Reduce -2.4% | 4,135 | $278K |
| Florida Financial Advisors, LLC | 0.09% | Reduce -5.0% | 4,134 | $278K |
| Aft, Forsyth & Company, Inc. | 0.13% | Reduce -0.5% | 4,111 | $277K |
| Whipplewood Advisors, LLC | 0.18% | No change | 4,107 | $276K |
| Members Wealth LLC | 0.17% | — | 4,100 | $275K |
| Howard Bailey Securities, LLC | 0.08% | Add +16.4% | 4,091 | $275K |
| HRT Financial LP | 0.00% | New | 4,026 | $270K |
| Global View Capital Management LLC | 0.06% | New | 4,006 | $269K |
| Clifford Swan Investment Counsel LLC | 0.01% | New | 4,003 | $269K |
| CoreCap Advisors, LLC | 0.01% | Add +28.6% | 3,975 | $267K |
| Tucker Asset Management LLC | 0.08% | Reduce -9.2% | 3,922 | $264K |
| Klingman & Associates, LLC | 0.01% | No change | 3,849 | $259K |
| Fiduciary Trust Co | 0.00% | New | 3,817 | $257K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $253K |
| Hazlett, Burt & Watson, Inc. | 0.09% | Add +120.4% | 3,764 | $253K |
| Strategic Planning Group, LLC | 0.03% | Reduce -98.4% | 3,750 | $252K |
| SkyOak Wealth, LLC | 0.05% | No change | 3,737 | $251K |
| Gentry Private Wealth, LLC | 0.17% | Reduce -4.5% | 3,729 | $251K |
| Brookwood Investment Group LLC | 0.03% | Reduce -31.8% | 3,726 | $251K |
| L.M. Kohn & Company | 0.30% | Reduce -92.2% | 3,709 | $249K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $249K |
| Westside Investment Management, Inc. | 0.04% | No change | 3,700 | $249K |
| Avantra Family Wealth, Inc. | 0.18% | Add +0.3% | 3,665 | $247K |
| Sensible Money, LLC | 0.08% | No change | 3,665 | $247K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $247K |
| Brass Tax Wealth Management, Inc. | 0.04% | New | 3,631 | $244K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,575 | $240K |
| NFSG Corp | 0.04% | Reduce -20.2% | 3,561 | $240K |
| Compound Planning, Inc. | 0.01% | Add +2.9% | 3,561 | $240K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,556 | $239K |
| Power Wealth Management LLC | 0.09% | No change | 3,550 | $239K |
| Kennedy Investment Group, Inc. | 0.09% | Reduce -3.3% | 3,547 | $239K |
| Matauro, LLC | 0.04% | Add +0.2% | 3,513 | $236K |
| Rockland Trust Co. | 0.01% | New | 3,492 | $235K |
| Eaton Financial Holdings Company, LLC | 0.07% | Reduce -15.9% | 3,468 | $233K |
| Impact Partnership Wealth, LLC | 0.03% | New | 3,389 | $228K |
| GDS Wealth Management | 0.01% | Add +3.7% | 3,311 | $223K |
| Lido Advisors, LLC | 0.00% | New | 3,279 | $221K |
| Faithward Advisors, LLC | 0.03% | Reduce -30.2% | 3,270 | $220K |
| Keebeck Wealth Management | 0.03% | No change | 3,250 | $219K |
| Dash Acquisitions Inc. | 0.04% | No change | 3,199 | $217K |
| YHB Investment Advisors, Inc. | 0.02% | New | 3,230 | $217K |
| NorthCoast Asset Management LLC | 0.00% | No change | 3,215 | $216K |
| Clear Point Advisors Inc. | 0.16% | New | 3,101 | $209K |
| Novak & Powell Financial Services, Inc. | 0.11% | New | 3,050 | $205K |
| Basepoint Wealth LLC | 0.14% | New | 3,043 | $205K |
| Crewe Advisors LLC | 0.02% | Add +0.0% | 3,020 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 3,017 | $203K |
| Nicolet Advisory Services, LLC | 0.02% | New | 3,009 | $202K |
| Rossby Financial, LCC | 0.06% | Add +74.2% | 2,856 | $192K |
| Smithfield Trust Co | 0.01% | No change | 2,800 | $187K |
| JPL Wealth Management, LLC | 0.04% | New | 2,762 | $186K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,494 | $168K |
| Coston, McIsaac & Partners | 0.04% | Add +10.8% | 2,285 | $153K |
| Fifth Third Bancorp | 0.00% | Reduce -37.5% | 2,214 | $149K |
| KERR FINANCIAL PLANNING Corp | 0.21% | — | 2,200 | $147K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $143K |
| TruNorth Capital Management, LLC | 0.03% | No change | 2,108 | $142K |
| IMA Advisory Services, Inc. | 0.01% | Add +803.6% | 2,024 | $136K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,600 | $108K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,362 | $92K |
| Bokf, NA | 0.00% | Add +29.4% | 1,294 | $87K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,277 | $86K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,258 | $85K |
| Ancora Advisors LLC | 0.00% | Add +21.4% | 1,243 | $84K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.2% | 1,060 | $71K |
| Holos Integrated Wealth LLC | 0.04% | No change | 1,076 | $70K |
| MCF Advisors LLC | 0.00% | Add +23.9% | 1,037 | $70K |
| Wiser Advisor Group LLC | 0.08% | New | 918 | $62K |
| WPG Advisers, LLC | 0.05% | New | 896 | $60K |
| Princeton Global Asset Management LLC | 0.01% | New | 896 | $60K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -3.2% | 895 | $60K |
| Key Financial Inc | 0.01% | Reduce -11.9% | 854 | $57K |
| CX Institutional | 0.00% | Add +175.1% | 817 | $55K |
| WealthShield Partners, LLC | 0.01% | No change | 724 | $49K |
| Kiker Wealth Management, LLC | 0.02% | No change | 709 | $48K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 674 | $45K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 657 | $44K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | Add +0.3% | 654 | $44K |
| Raffa Wealth Management, LLC | 0.01% | New | 650 | $44K |
| Raleigh Capital Management Inc. | 0.02% | Add +0.1% | 649 | $44K |
| Center for Financial Planning, Inc. | 0.00% | New | 623 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 612 | $41K |
| Collier Financial | 0.03% | — | 603 | $41K |
| BlackRock, Inc. | 0.00% | Add +219.8% | 582 | $39K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 570 | $38K |
| Pin Oak Investment Advisors Inc. | 0.03% | Add +0.0% | 567 | $38K |
| Archer Investment Corp | 0.01% | Add +0.2% | 551 | $37K |
| Compass Financial Services Inc | 0.02% | Add +14.3% | 518 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -41.2% | 500 | $34K |
| Mather Group, Llc. | 0.00% | New | 466 | $31K |
| Pillar Financial Advisors, LLC | 0.02% | New | 434 | $29K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 418 | $28K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 414 | $28K |
| Sound Income Strategies, LLC | 0.00% | Add +27.3% | 410 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 375 | $25K |
| First Horizon Corp. | 0.00% | — | 374 | $25K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $20K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | New | 300 | $20K |
| Bare Financial Services, Inc | 0.01% | No change | 279 | $19K |
| EPG Wealth Management LLC | 0.01% | Add +0.4% | 277 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.9% | 262 | $18K |
| McIlrath & Eck, LLC | 0.00% | No change | 257 | $17K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 240 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $16K |
| Imprint Wealth LLC | 0.05% | — | 225 | $15K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $13K |
| Caitlin John, LLC | 0.01% | New | 192 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -66.8% | 175 | $12K |
| Signaturefd, LLC | 0.00% | Add +5466.7% | 167 | $11K |
| Hantz Financial Services, Inc. | 0.00% | No change | 158 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +115.2% | 142 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -58.8% | 132 | $9K |
| Kings Path Partners LLC | 0.00% | Reduce -76.5% | 131 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 122 | $8K |
| LRI Investments, LLC | 0.00% | No change | 107 | $7K |
| National Bank of Canada | 0.00% | No change | 106 | $7K |
| Morse Asset Management, Inc | 0.00% | Reduce -8.3% | 100 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.9% | 94 | $6K |
| Valued Wealth Advisors LLC | 0.00% | No change | 94 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 98 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 87 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -65.6% | 84 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 83 | $6K |
| American National Bank & Trust | 0.00% | No change | 82 | $6K |
| Alerus Financial NA | 0.00% | New | 74 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 42 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -83.3% | 20 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $740 |
| Parallel Advisors, LLC | 0.00% | No change | 10 | $673 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.