First Trust Rising DividendRDVYETF
13F holders, Q4 2025 (December 31)757holders +85
72new positions
26sold out
5famous investors
$69.94avg. 13F price*
At the end of Q4 2025, 757 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 85 from Q3 2025. 72 opened new positions and 26 sold out. The largest holders were LPL Financial LLC ($2.1B), Morgan Stanley ($1.4B) and Raymond James Financial Inc. ($784.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $160.5M |
| Exits | 26 | $26.5M |
All 13F filers, Q3 2025 → Q4 2025: 18,136,321 shares bought and 3,913,400 shares sold, net +14,222,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| LPL Financial LLC | 0.58% | Add +10.5% | 30,504,116 | $2.1B |
| Morgan Stanley | 0.08% | Add +4.9% | 20,152,942 | $1.4B |
| Raymond James Financial Inc. | 0.24% | Add +2.2% | 11,285,710 | $784.0M |
| Wells Fargo & Company | 0.15% | Add +10.6% | 11,276,215 | $783.4M |
| Ameriprise Financial Inc. | 0.14% | Add +16.1% | 9,042,649 | $628.1M |
| Bank of America Corp. | 0.04% | Add +3.3% | 7,225,255 | $501.9M |
| UBS Group AG | 0.08% | Add +4.4% | 5,994,505 | $416.4M |
| Commonwealth Equity Services, LLC | 0.51% | Add +0.7% | 5,555,442 | $385.9M |
| Envestnet Asset Management Inc. | 0.11% | Add +4.9% | 5,147,131 | $357.6M |
| Royal Bank of Canada | 0.06% | Add +13.7% | 4,722,755 | $328.1M |
| Osaic Holdings, Inc. | 0.40% | Add +7.8% | 3,912,205 | $271.8M |
| Cetera Investment Advisers | 0.28% | Add +7.0% | 3,744,525 | $260.1M |
| Kestra Advisory Services, LLC | 0.79% | Add +4.3% | 2,756,341 | $191.5M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -3.3% | 2,717,559 | $188.8M |
| Cambridge Investment Research Advisors, Inc. | 0.50% | Add +4.5% | 2,708,359 | $188.2M |
| Private Advisor Group, LLC | 0.85% | Add +7.0% | 2,610,967 | $181.4M |
| Stifel Financial Corp. | 0.15% | Add +3.3% | 2,476,533 | $172.0M |
| Truist Financial Corp. | 0.15% | Add +2.1% | 1,626,177 | $113.0M |
| Jones Financial Companies LLLP | 0.07% | Add +36.0% | 1,569,304 | $109.0M |
| Janney Montgomery Scott LLC | 0.24% | Add +4.0% | 1,503,228 | $104.4M |
| MML Investors Services, LLC | 0.25% | Add +6.7% | 1,496,878 | $104.0M |
| Bellevue Asset Management, LLC | 33.07% | Add +1.4% | 147,860 | $102.3M |
| HighTower Advisors, LLC | 0.11% | Add +3.2% | 1,453,245 | $101.0M |
| PNC Financial Services Group, Inc. | 0.05% | Add +7.0% | 1,400,833 | $97.3M |
| Equitable Holdings, Inc. | 0.65% | Add +7.8% | 1,358,890 | $94.4M |
| NewEdge Advisors, LLC | 0.33% | Add +13.2% | 1,312,729 | $91.2M |
| Corient Private Wealth LP | 0.11% | Reduce -3.3% | 1,176,963 | $81.8M |
| Prospera Financial Services Inc | 1.27% | Add +2.1% | 1,113,908 | $77.4M |
| Mariner, LLC | 0.09% | Add +0.8% | 1,050,247 | $73.0M |
| Baird Financial Group, Inc. | 0.11% | Reduce -6.5% | 1,024,802 | $71.2M |
| Csenge Advisory Group | 3.16% | Add +3.8% | 1,005,353 | $69.8M |
| Cwm, LLC | 0.18% | Reduce -0.8% | 970,829 | $67.4M |
| Rockefeller Capital Management L.P. | 0.12% | Add +126.1% | 951,998 | $66.1M |
| Kestra Private Wealth Services, LLC | 0.76% | Add +2.4% | 881,129 | $61.2M |
| D.A. Davidson & Co. | 0.38% | Add +1.2% | 881,008 | $61.2M |
| Blair William & Co. | 0.14% | Add +30.3% | 753,309 | $52.3M |
| Liberty Square Wealth Partners LLC | 14.58% | Add +30.4% | 736,020 | $51.1M |
| Arax Advisory Partners | 1.39% | New | 685,811 | $47.6M |
| Affinity Wealth Management LLC | 6.57% | Add +0.3% | 664,802 | $46.2M |
| Aptus Capital Advisors, LLC | 0.38% | Add +6.0% | 647,858 | $45.0M |
| Guardian Wealth Advisors, LLC / NC | 2.80% | Add +6.5% | 643,484 | $44.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.2% | 628,835 | $43.7M |
| Ascension Capital Advisors, Inc. | 13.86% | Add +9.0% | 581,472 | $40.4M |
| Harbour Investments, Inc. | 0.82% | Reduce -13.2% | 578,881 | $40.2M |
| RVW Wealth, LLC | 3.06% | Reduce -1.0% | 577,086 | $40.1M |
| Koshinski Asset Management, Inc. | 2.54% | Add +3.1% | 568,144 | $39.5M |
| Financial Partners Group, Inc | 4.50% | Add +2.8% | 538,609 | $38.9M |
| BNP Paribas Financial Markets | 0.02% | Add +640.9% | 554,949 | $38.6M |
| Horizon Advisory Services, Inc. | 19.37% | Reduce -1.8% | 551,075 | $38.3M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +5.3% | 539,821 | $37.5M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -3.7% | 535,903 | $37.2M |
| Spectrum Wealth Advisory Group, LLC | 13.66% | Add +78.8% | 535,049 | $37.2M |
| Hobart Private Capital, LLC | 6.84% | Add +3.0% | 504,239 | $35.0M |
| Gladstone Institutional Advisory LLC | 1.22% | Add +0.8% | 464,538 | $32.3M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -47.3% | 457,152 | $31.8M |
| Perennial Investment Advisors, LLC | 2.45% | Add +6.9% | 445,635 | $31.0M |
| VestGen Advisors, LLC | 1.31% | Add +19.2% | 443,541 | $30.8M |
| Rise Advisors, LLC | 10.92% | Add +5883.8% | 440,766 | $30.6M |
| Benjamin Edwards Inc. | 0.32% | Add +4.3% | 419,817 | $29.2M |
| Citigroup Inc. | 0.02% | Add +6.2% | 387,275 | $26.9M |
| First Heartland Consultants, Inc. | 2.03% | Add +0.6% | 384,922 | $26.7M |
| US Bancorp \de | 0.03% | Add +3.0% | 366,138 | $25.4M |
| Park National Corp. | 0.78% | Add +3.5% | 361,464 | $25.1M |
| ODonnell Financial Services, LLC | 8.48% | Add +2.5% | 357,074 | $24.8M |
| Foundations Investment Advisors, LLC | 0.32% | Add +11.3% | 355,234 | $24.7M |
| Crumly & Associates Inc. | 4.94% | Reduce -7.3% | 338,770 | $23.5M |
| Western Wealth Management, LLC | 1.09% | Add +4.2% | 338,654 | $23.5M |
| &partners | 0.12% | Add +43.7% | 334,860 | $23.3M |
| Silver Oak Securities, Incorporated | 1.57% | Add +27.9% | 330,678 | $23.2M |
| Intellus Advisors LLC | 3.04% | Add +0.2% | 329,586 | $22.9M |
| Next Level Private LLC | 5.98% | Add +6.2% | 328,636 | $22.8M |
| Concurrent Investment Advisors, LLC | 0.26% | Add +20.6% | 328,333 | $22.8M |
| Independent Financial Group, LLC | 0.50% | Reduce -26.9% | 323,449 | $22.5M |
| Sanchez Wealth Management Group | 4.77% | Add +57.6% | 321,361 | $22.3M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -3.1% | 319,471 | $22.2M |
| Valmark Advisers, Inc. | 0.27% | Reduce -0.9% | 312,065 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.0% | 293,601 | $21.3M |
| Pine Valley Investments Ltd Liability Co | 1.05% | Add +1.5% | 303,721 | $21.1M |
| Bleakley Financial Group, LLC | 0.36% | New | 298,462 | $20.7M |
| ABLE Financial Group, LLC | 4.12% | Reduce -0.7% | 291,868 | $20.3M |
| Key Client Fiduciary Advisors, LLC | 6.80% | Reduce -3.3% | 282,669 | $19.6M |
| Geneos Wealth Management Inc. | 0.46% | Add +0.1% | 272,274 | $18.9M |
| Integrity Wealth Advisors, Inc. | 13.07% | Reduce -50.2% | 268,530 | $18.7M |
| Uniting Wealth Partners, LLC | 5.65% | Add +21.2% | 265,408 | $18.4M |
| IHT Wealth Management, LLC | 0.44% | Add +1.3% | 260,075 | $18.1M |
| Sigma Planning Corp | 0.48% | Add +6.4% | 251,078 | $17.5M |
| Tidemark, LLC | 4.95% | Add +1398.6% | 250,819 | $17.4M |
| tru Independence LLC | 4.33% | Add +5.8% | 247,244 | $17.2M |
| Prudential PLC | 0.14% | Reduce -49.6% | 245,700 | $17.1M |
| Howard Financial Services, LTD. | 1.98% | Add +6.3% | 243,410 | $16.9M |
| Beacon Financial Group | 1.64% | Reduce -2.7% | 236,880 | $16.5M |
| Daymark Wealth Partners, LLC | 0.52% | Add +13.3% | 235,935 | $16.4M |
| Kingsview Wealth Management, LLC | 0.24% | Add +81.5% | 235,918 | $16.4M |
| Traction Financial Partners, LLC | 9.71% | Add +5.3% | 235,795 | $16.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +2.8% | 232,016 | $16.1M |
| Juno Financial Group LLC | 6.44% | — | 231,421 | $16.1M |
| Arkadios Wealth Advisors | 0.30% | Add +1.6% | 220,814 | $15.3M |
| Per Stirling Capital Management, LLC. | 1.72% | Add +3.0% | 220,373 | $15.3M |
| Napier Financial, LLC | 3.81% | — | 219,623 | $15.3M |
| Merit Financial Group, LLC | 0.12% | Add +311.3% | 210,248 | $14.6M |
| Walkner Condon Financial Advisors LLC | 1.98% | Add +26.9% | 204,867 | $14.2M |
| Pinnacle Associates Ltd. | 0.18% | Add +2.3% | 204,561 | $14.2M |
| Assetmark, Inc. | 0.03% | Add +2.6% | 203,188 | $14.1M |
| Golden State Wealth Management, LLC | 1.45% | Add +2.3% | 197,880 | $13.7M |
| IFG Advisory, LLC | 0.60% | Reduce -7.3% | 196,626 | $13.7M |
| ORG Partners LLC | 2.44% | Reduce -2.7% | 196,185 | $13.6M |
| Smith, Moore & Co. | 1.03% | Add +9.4% | 195,266 | $13.6M |
| Scarborough Advisors, LLC | 2.28% | Add +0.1% | 194,813 | $13.5M |
| Atria Investments, Inc | 0.15% | Reduce -2.3% | 189,053 | $13.1M |
| Chris Bulman Inc | 5.80% | Add +33.9% | 188,670 | $13.1M |
| Peak Planning Group, LLC | 3.67% | Add +42.7% | 188,585 | $13.1M |
| Plotkin Financial Advisors, LLC | 6.37% | Add +2.0% | 188,050 | $13.1M |
| Stratos Wealth Advisors, LLC | 0.62% | Add +1.3% | 183,811 | $12.8M |
| Global Retirement Partners, LLC | 0.22% | Add +0.4% | 181,475 | $12.6M |
| Summit Wealth Group LLC / Co. | 1.67% | New | 181,311 | $12.6M |
| Wagner Wealth Management, LLC | 2.65% | Add +1.3% | 179,445 | $12.5M |
| GSG Advisors LLC | 3.18% | Add +3.0% | 177,202 | $12.3M |
| AJ Advisors, LLC | 4.50% | Add +3.9% | 175,449 | $12.2M |
| PFG Advisors | 0.58% | Reduce -16.4% | 173,441 | $12.0M |
| Atlantic Union Bankshares Corp | 0.22% | Add +19.8% | 172,569 | $12.0M |
| Mainsail Financial Group, LLC | 4.97% | Add +7.1% | 172,043 | $12.0M |
| Brookstone Capital Management | 0.14% | Add +25.5% | 169,841 | $11.8M |
| Level Four Advisory Services, LLC | 0.39% | Add +7.7% | 169,568 | $11.8M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +2.7% | 168,524 | $11.7M |
| United Advisor Group, LLC | 1.50% | Add +9.2% | 168,325 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.68% | Add +0.5% | 165,987 | $11.5M |
| Petix & Botte Co | 2.57% | Add +17.2% | 163,375 | $11.3M |
| Vise Technologies, Inc. | 0.22% | Add +70.4% | 163,222 | $11.3M |
| Flagship Harbor Advisors, LLC | 0.53% | Add +23.2% | 162,537 | $11.3M |
| KMG Fiduciary Partners, LLC | 0.80% | Reduce -11.4% | 160,988 | $11.2M |
| World Investment Advisors | 0.18% | Add +31.3% | 158,704 | $11.0M |
| Oppenheimer & Co. Inc. | 0.16% | Add +3.8% | 158,203 | $11.0M |
| Farther Finance Advisors, LLC | 0.12% | Add +72.7% | 158,024 | $11.0M |
| O'Connor Financial Group LLC | 4.37% | New | 152,752 | $11.0M |
| Redhawk Wealth Advisors, Inc. | 1.21% | Add +44.3% | 155,392 | $10.8M |
| Mach-1 Financial Group, LLC | 2.19% | New | 153,546 | $10.7M |
| N.E.W. Advisory Services LLC | 0.78% | Add +459.9% | 152,180 | $10.6M |
| Kovack Advisors, Inc. | 0.50% | Add +33.2% | 150,528 | $10.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +349.9% | 150,237 | $10.4M |
| HBW Advisory Services LLC | 1.13% | Reduce -4.3% | 150,199 | $10.4M |
| Denver Wealth Management, Inc. | 3.69% | Add +1.3% | 149,789 | $10.4M |
| DAVENPORT & Co LLC | 0.06% | Add +15.4% | 147,945 | $10.3M |
| Weitzel Financial Services, Inc. | 3.94% | Add +2.1% | 145,111 | $10.2M |
| Summit Financial, LLC | 0.15% | Add +0.9% | 143,927 | $10.0M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +24.1% | 143,328 | $10.0M |
| Legacy Capital Wealth Partners, LLC | 2.13% | Reduce -3.9% | 150,627 | $9.9M |
| Principal Securities, Inc. | 0.15% | Add +7.4% | 141,052 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +4.1% | 140,197 | $9.7M |
| City Holding Co. | 1.17% | Add +3.6% | 136,441 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.34% | Add +2.5% | 133,550 | $9.3M |
| International Assets Investment Management, LLC | 0.63% | Add +12.4% | 132,023 | $9.2M |
| Triumph Capital Management | 1.98% | Reduce -2.7% | 131,786 | $9.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +0.9% | 131,366 | $9.1M |
| Fairway Financial, LLC | 6.89% | Add +2.1% | 131,352 | $9.1M |
| Sovereign Financial Group, Inc. | 1.62% | Add +0.3% | 130,541 | $9.1M |
| Gateway Wealth Partners, LLC | 1.00% | Add +14.0% | 129,947 | $9.0M |
| Focus Financial Network, Inc. | 0.31% | Add +4.6% | 129,240 | $9.0M |
| Tsfg, LLC | 1.32% | New | 127,560 | $8.9M |
| Gaddis Premier Wealth Advisors LLC | 6.72% | — | 127,443 | $8.9M |
| StoneX Group Inc. | 0.38% | Add +5.1% | 125,562 | $8.7M |
| SMART Wealth LLC | 2.66% | Reduce -5.8% | 125,539 | $8.7M |
| Comerica Bank | 0.03% | Add +5.3% | 124,362 | $8.6M |
| Barnes Pettey Financial Advisors, LLC | 4.27% | Add +1.6% | 124,340 | $8.6M |
| IFP Advisors, Inc | 0.19% | Add +34.1% | 123,531 | $8.6M |
| Invst, LLC | 0.92% | Add +4.4% | 122,230 | $8.5M |
| Coppell Advisory Solutions LLC | 0.83% | Reduce -0.0% | 120,456 | $8.5M |
| Solano Wealth Investment Advisors LLC | 4.13% | Reduce -12.0% | 119,825 | $8.3M |
| Virtus Wealth Solutions LLC | 1.58% | Add +311.8% | 119,450 | $8.3M |
| Total Clarity Wealth Management, Inc. | 2.00% | Add +11.4% | 119,358 | $8.3M |
| Gallagher Fiduciary Advisors, LLC | 0.27% | Reduce -0.3% | 118,867 | $8.3M |
| Guided Capital Wealth Management, LLC | 5.71% | Add +22.3% | 117,319 | $8.2M |
| StoneCrest Wealth Management, Inc. | 3.27% | Add +9.7% | 116,713 | $8.1M |
| Stephens Inc. | 0.10% | Add +6.7% | 115,227 | $8.0M |
| Huntleigh Advisors, Inc. | 1.35% | Add +3.6% | 115,154 | $8.0M |
| Frederick Financial Consultants, LLC | 4.35% | Add +2.5% | 114,491 | $8.0M |
| Cozad Asset Management Inc. | 0.61% | Add +5.2% | 113,698 | $7.9M |
| Stewardship Concepts Financial Services LLC | 6.62% | — | 112,685 | $7.8M |
| Genesis Private Wealth, LLC | 2.42% | Add +7.1% | 112,076 | $7.8M |
| Nestegg Advisors, Inc. | 6.57% | Add +6.6% | 110,747 | $7.7M |
| Harvest Investment Services, LLC | 1.43% | Add +61.6% | 108,716 | $7.6M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +5.7% | 106,485 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +16.0% | 105,998 | $7.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.50% | Add +2.6% | 105,233 | $7.3M |
| Ritter Daniher Financial Advisory LLC / DE | 1.22% | Add +3.0% | 104,921 | $7.3M |
| Mgo One Seven LLC | 0.15% | Add +139.7% | 104,283 | $7.2M |
| HFG Advisors, Inc. | 5.21% | Add +2.8% | 103,436 | $7.2M |
| LeClair Wealth Partners LLC | 4.16% | Reduce -0.3% | 103,273 | $7.2M |
| Envision Financial LLC | 3.79% | Add +28.0% | 103,256 | $7.2M |
| AE Wealth Management LLC | 0.04% | Add +8.6% | 101,454 | $7.0M |
| CLG LLC | 1.74% | Reduce -18.0% | 100,622 | $7.0M |
| Certified Advisory Corp | 0.63% | Add +14.0% | 100,182 | $7.0M |
| Pathstone Holdings, LLC | 0.03% | New | 99,292 | $6.9M |
| Accel Wealth Management | 1.87% | Add +11.3% | 98,304 | $6.8M |
| Axxcess Wealth Management, LLC | 0.12% | Add +29.3% | 94,154 | $6.5M |
| Spire Wealth Management | 0.22% | Add +0.9% | 92,561 | $6.4M |
| Trivium Point Advisory, LLC | 0.64% | Reduce -3.0% | 91,115 | $6.3M |
| Cottonwood Capital Advisors, LLC | 4.47% | Reduce -0.9% | 90,359 | $6.3M |
| Arvest Investments, Inc. | 0.88% | Add +7.8% | 89,965 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +32.4% | 89,550 | $6.2M |
| Rockport Wealth LLC | 1.17% | Reduce -13.6% | 86,393 | $6.0M |
| Mutual Advisors, LLC | 0.13% | Add +18.2% | 85,999 | $6.0M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -5.7% | 85,208 | $5.9M |
| Titleist Asset Management, LLC | 0.47% | Add +36.0% | 84,305 | $5.9M |
| CreativeOne Wealth, LLC | 0.14% | Add +5.0% | 84,075 | $5.8M |
| Jaffetilchin Investment Partners, LLC | 0.33% | Add +2.3% | 82,324 | $5.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.05% | No change | 80,000 | $5.6M |
| Claro Advisors Inc. | 0.75% | Add +5.4% | 79,181 | $5.5M |
| IMG Wealth Management, Inc. | 3.47% | Add +6.5% | 78,682 | $5.5M |
| BlueChip Wealth Advisors LLC | 2.30% | Reduce -1.6% | 78,618 | $5.5M |
| Premier Private Wealth Management LLC | 5.64% | — | 74,375 | $5.4M |
| Genesee Capital Advisors, LLC | 2.18% | Reduce -0.4% | 78,149 | $5.4M |
| Advance Capital Management, Inc. | 0.23% | Reduce -2.0% | 77,372 | $5.4M |
| Smartleaf Asset Management LLC | 0.20% | Add +80834.0% | 76,078 | $5.3M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +18.1% | 76,600 | $5.3M |
| Lineweaver Wealth Advisors, LLC | 0.72% | Reduce -1.8% | 75,542 | $5.2M |
| Iams Wealth Management, LLC | 1.89% | Add +66.7% | 75,457 | $5.2M |
| TruWealth Advisors, LLC | 0.26% | Reduce -0.6% | 75,352 | $5.2M |
| Insight Inv LLC | 2.93% | Add +9.7% | 75,291 | $5.2M |
| Snowden Capital Advisors LLC | 0.14% | Add +24.0% | 75,145 | $5.2M |
| Calton & Associates, Inc. | 0.76% | Add +18.6% | 74,639 | $5.2M |
| Five Pine Wealth Management | 3.32% | Reduce -1.9% | 74,521 | $5.2M |
| Founders Financial Securities LLC | 0.30% | Add +11.1% | 72,961 | $5.1M |
| Perigon Wealth Management, LLC | 0.09% | Add +3.4% | 72,373 | $5.0M |
| Blom & Howell Financial Planning, Inc. | 4.97% | — | 72,019 | $5.0M |
| Wedbush Securities Inc. | 0.15% | Add +10.1% | 71,605 | $5.0M |
| Ethos Financial Group, LLC | 0.37% | Reduce -42.9% | 71,363 | $5.0M |
| Goldstone Financial Group, LLC | 0.55% | Add +7.3% | 70,452 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 69,973 | $4.9M |
| Guilbault Capital LLC | 5.33% | — | 68,597 | $4.8M |
| Carlson Financial, Inc. | 2.71% | — | 67,350 | $4.7M |
| Marshall Investment Management, LLC | 2.34% | Reduce -3.8% | 66,969 | $4.7M |
| RFG Advisory, LLC | 0.09% | Add +3.8% | 66,487 | $4.6M |
| EverSource Wealth Advisors, LLC | 0.17% | Add +470.8% | 66,187 | $4.6M |
| Bravera Wealth | 2.30% | — | 66,104 | $4.6M |
| Integrity Alliance, Llc. | 0.17% | Add +184.5% | 65,823 | $4.6M |
| LVZ, Inc. | 0.51% | Reduce -6.7% | 65,722 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.24% | Add +9.6% | 65,603 | $4.6M |
| Braun-Bostich & Associates Inc. | 2.81% | Add +0.6% | 65,552 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.8% | 65,113 | $4.5M |
| Ergawealth Advisors, Inc. | 2.08% | Reduce -62.6% | 64,986 | $4.5M |
| HighPoint Advisor Group LLC | 0.10% | New | 63,914 | $4.4M |
| Proactive Wealth Strategies LLC | 1.75% | Reduce -0.7% | 63,694 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Reduce -2.6% | 63,609 | $4.4M |
| Crux Wealth Advisors | 1.64% | New | 63,593 | $4.4M |
| Stonebridge Financial Planning Group, LLC | 1.59% | Add +23.8% | 63,446 | $4.4M |
| Willner & Heller, LLC | 3.10% | Add +5.2% | 62,070 | $4.3M |
| Crusonia Wealth Advisors LLC | 0.95% | — | 62,005 | $4.3M |
| Mattern Wealth Management LLC | 0.82% | No change | 61,401 | $4.3M |
| TBH Global Asset Management, LLC | 0.71% | Add +17.5% | 61,363 | $4.3M |
| Stegent Equity Advisors, Inc. | 3.29% | Add +7.0% | 60,790 | $4.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.48% | Add +984.5% | 60,732 | $4.2M |
| WealthCare Investment Partners, LLC | 1.22% | Add +0.4% | 59,903 | $4.2M |
| Merkkuri Wealth Advisors LLC | 2.82% | Add +710.1% | 59,666 | $4.1M |
| Graney & King, LLC | 2.42% | Add +226.9% | 59,475 | $4.1M |
| Fifth Third Securities, Inc. | 0.27% | Reduce -6.8% | 58,877 | $4.1M |
| Claris Financial LLC | 2.15% | Add +9.2% | 58,045 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Add +2.9% | 57,823 | $4.0M |
| Creative Planning | 0.00% | Add +29.3% | 57,029 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -4.7% | 56,952 | $4.0M |
| Vision Retirement, LLC | 1.05% | — | 56,512 | $3.9M |
| RFG - Bristol Wealth Advisors, LLC | 1.09% | Add +2.6% | 56,121 | $3.9M |
| Global Assets Advisory, LLC | 1.11% | Reduce -8.1% | 55,761 | $3.9M |
| Modern Wealth Management, LLC | 0.07% | Reduce -5.1% | 55,515 | $3.9M |
| Main Street Financial Solutions, LLC | 0.28% | Reduce -0.3% | 54,515 | $3.8M |
| Capital Asset Advisory Services LLC | 0.15% | Reduce -3.4% | 52,178 | $3.8M |
| Flaharty Asset Management, LLC | 0.47% | Reduce -0.3% | 54,097 | $3.8M |
| APS Management Group, Inc. | 3.22% | Reduce -44.9% | 54,087 | $3.8M |
| Mayflower Financial Advisors, LLC | 0.45% | Add +0.9% | 53,570 | $3.7M |
| Centennial Wealth Advisory LLC | 0.98% | Add +11.1% | 53,091 | $3.7M |
| Shelton Wealth Management, LLC | 1.60% | Reduce -1.3% | 52,925 | $3.7M |
| DHJJ Financial Advisors, Ltd. | 1.20% | Add +7.9% | 52,179 | $3.6M |
| Betterment LLC | 0.01% | Add +1.4% | 52,054 | $3.6M |
| WCG Wealth Advisors LLC | 0.10% | Add +201.4% | 51,967 | $3.6M |
| Wisconsin Wealth Advisors, LLC | 3.50% | Reduce -8.1% | 51,473 | $3.6M |
| Southland Equity Partners LLC | 0.70% | Reduce -1.4% | 50,958 | $3.5M |
| Purus Wealth Management, LLC | 1.08% | Reduce -0.0% | 49,955 | $3.5M |
| GPS Wealth Strategies Group, LLC | 2.94% | Reduce -81.0% | 49,700 | $3.5M |
| Asset Allocation Strategies LLC | 0.63% | Add +3.9% | 49,312 | $3.4M |
| Creative Financial Designs Inc. | 0.21% | Reduce -10.5% | 48,132 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -20.9% | 47,700 | $3.3M |
| Flagstar Securities, Inc. | 1.10% | Add +15.0% | 47,469 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +19.0% | 47,343 | $3.3M |
| Larson Financial Group LLC | 0.11% | Add +11.3% | 46,388 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.12% | Reduce -3.5% | 45,961 | $3.2M |
| Focus Partners Wealth | 0.00% | Add +9.3% | 45,554 | $3.2M |
| Cedrus Wealth Group LLC | 2.90% | — | 45,302 | $3.1M |
| Concorde Asset Management, LLC | 1.24% | Reduce -15.9% | 44,799 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.15% | Reduce -68.3% | 44,610 | $3.1M |
| SFG Wealth Management, LLC. | 1.22% | Reduce -1.4% | 44,600 | $3.1M |
| Ballew Advisors, Inc | 1.73% | Add +16.3% | 42,590 | $3.1M |
| Holistic Financial Partners | 1.11% | New | 44,165 | $3.1M |
| Ameritas Advisory Services, LLC | 0.11% | Add +105.3% | 43,805 | $3.0M |
| PKS Advisory Services, LLC | 0.69% | Add +40.2% | 43,480 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 43,382 | $3.0M |
| FMR LLC | 0.00% | Add +7.3% | 43,326 | $3.0M |
| Quantinno Capital Management LP | 0.01% | New | 43,149 | $3.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.36% | Reduce -24.3% | 42,835 | $3.0M |
| Benson Wealth Management INC | 3.26% | — | 42,107 | $2.9M |
| PCG Wealth Advisors, LLC | 0.82% | Add +15.3% | 41,941 | $2.9M |
| BankPlus Wealth Management LLC | 1.59% | Add +10.4% | 41,526 | $2.9M |
| TCFG Wealth Management, LLC | 1.13% | Add +1.2% | 41,515 | $2.9M |
| Apollon Financial, LLC | 0.42% | Add +4.1% | 41,168 | $2.9M |
| Legacy Wealth Managment, LLC | 1.35% | Add +58.2% | 40,654 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +5.3% | 40,624 | $2.8M |
| Forefront Wealth Partners, LLC | 1.34% | Reduce -4.5% | 40,607 | $2.8M |
| Private Trust Co. NA | 0.25% | Add +2.6% | 40,386 | $2.8M |
| Eldridge Investment Advisors, Inc. | 0.62% | Add +0.0% | 40,276 | $2.8M |
| Davis Investment Partners, LLC | 0.98% | Reduce -9.8% | 39,885 | $2.8M |
| Keystone Financial Group | 0.21% | Add +3.1% | 40,030 | $2.8M |
| Ignite Planners, LLC | 0.42% | Add +122.9% | 38,362 | $2.8M |
| Atlas Wealth LLC | 1.09% | Add +10.3% | 39,586 | $2.8M |
| Balefire, LLC | 0.53% | Add +32.1% | 39,521 | $2.7M |
| Advisory Alpha, LLC | 0.07% | Add +5.1% | 38,797 | $2.7M |
| TrueWealth Advisors, LLC | 0.70% | Reduce -2.1% | 38,638 | $2.7M |
| ORBA Wealth Advisors, L.L.C. | 2.32% | Reduce -11.7% | 38,508 | $2.7M |
| Natixis Advisors, LLC | 0.00% | Add +157.8% | 38,501 | $2.7M |
| Lanark Financial, Inc. | 0.20% | Reduce -6.4% | 38,268 | $2.7M |
| Beaumont Financial Advisors, LLC | 0.17% | Reduce -0.1% | 38,042 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +10.8% | 37,825 | $2.6M |
| Synergy Asset Management, LLC | 0.27% | New | 37,377 | $2.6M |
| Sunbelt Securities, Inc. | 0.17% | Add +6.1% | 37,317 | $2.6M |
| Hilton Head Capital Partners, LLC | 1.49% | — | 36,628 | $2.5M |
| Sun Financial Inc | 1.40% | — | 36,228 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.8% | 36,156 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 35,917 | $2.5M |
| Wealth Effects LLC | 0.77% | Reduce -0.8% | 35,429 | $2.5M |
| Cypress Wealth Services, LLC | 0.34% | New | 35,280 | $2.5M |
| Twin Peaks Wealth Advisors, LLC | 0.71% | Reduce -0.9% | 33,401 | $2.4M |
| Gotham Asset Management | 0.01% | Add +175.6% | 34,885 | $2.4M |
| Certuity, LLC | 0.15% | Add +31.4% | 34,224 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | New | 33,923 | $2.4M |
| Sequent Planning LLC | 0.60% | Add +77.9% | 33,686 | $2.3M |
| OneAscent Financial Services LLC | 0.21% | Reduce -3.1% | 32,972 | $2.3M |
| MTM Investment Management, LLC | 0.73% | Reduce -0.3% | 32,750 | $2.3M |
| AQR Capital Management | 0.00% | Reduce -5.3% | 32,358 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +26.5% | 31,915 | $2.2M |
| Centerpoint Advisory Group | 1.70% | Reduce -1.3% | 31,846 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.35% | Add +82.5% | 31,601 | $2.2M |
| Barrett & Company, Inc. | 0.73% | Add +1.3% | 31,531 | $2.2M |
| Triton Wealth Management, PLLC | 0.81% | Reduce -39.8% | 29,834 | $2.1M |
| TD Capital Management LLC | 0.19% | Add +69.1% | 30,852 | $2.1M |
| Perissos Private Wealth Management, LLC | 1.83% | Reduce -7.3% | 30,605 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Reduce -12.0% | 30,452 | $2.1M |
| AdvisorNet Financial, Inc | 0.11% | Add +7.8% | 30,405 | $2.1M |
| Capital Advisory Group Advisory Services, LLC | 0.62% | Reduce -2.5% | 30,198 | $2.1M |
| Pinnacle Family Advisors, LLC | 0.92% | Add +30.7% | 29,987 | $2.1M |
| WealthBridge Capital Management, LLC | 0.47% | Add +6.3% | 29,850 | $2.1M |
| Family Manage LLC | 0.26% | Add +1.5% | 29,808 | $2.1M |
| ProVise Management Group, LLC | 0.15% | Add +14.9% | 29,458 | $2.0M |
| EdgeRock Capital LLC | 0.54% | Add +23.8% | 28,959 | $2.0M |
| Brown Advisory Inc. | 0.00% | Add +28.9% | 28,761 | $2.0M |
| Northeast Planning Associates, Inc. / NH / | 1.40% | Reduce -0.6% | 28,498 | $2.0M |
| Milestones Private Investment Advisors LLC | 1.35% | Add +31.9% | 28,265 | $2.0M |
| Triad Wealth Partners, LLC | 0.18% | Add +58.3% | 28,029 | $1.9M |
| Platform Technology Partners | 0.41% | Add +22.2% | 28,013 | $1.9M |
| Intrua Financial, LLC | 0.21% | Reduce -0.8% | 27,775 | $1.9M |
| 17 Capital Partners, LLC | 1.00% | New | 27,651 | $1.9M |
| Savvy Advisors, Inc. | 0.06% | Add +34.4% | 27,430 | $1.9M |
| American Financial Advisors, LLC | 0.25% | Reduce -3.0% | 27,397 | $1.9M |
| Ellsworth Advisors, LLC | 0.38% | Add +6.9% | 26,188 | $1.9M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +9.6% | 27,206 | $1.9M |
| Rhodes Investment Advisors Inc. | 1.49% | — | 26,437 | $1.8M |
| Wagner Wealth Management, Corp | 1.80% | — | 26,289 | $1.8M |
| L & S Advisors Inc | 0.18% | Add +1.5% | 25,960 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.1% | 25,363 | $1.8M |
| Prism Advisors, Inc. | 0.46% | Add +0.9% | 25,086 | $1.7M |
| Aurora Private Wealth, Inc. | 1.14% | — | 25,051 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.9% | 24,849 | $1.7M |
| Uptick Partners, LLC | 0.36% | Reduce -1.6% | 24,387 | $1.7M |
| Richmond Investment Services, LLC | 0.29% | Add +1.8% | 24,370 | $1.7M |
| TrueWealth Financial Partners | 1.40% | New | 24,326 | $1.7M |
| True Blue Financial, LLC | 1.40% | — | 24,326 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Reduce -15.1% | 24,318 | $1.7M |
| Appalachian Capital Management Ltd | 1.35% | — | 24,298 | $1.7M |
| Pitti Group Wealth Management, LLC | 1.37% | Add +1.0% | 24,029 | $1.7M |
| Catalyst Investment Management LLC | 1.58% | — | 23,941 | $1.7M |
| Whitaker-Myers Wealth Managers, LTD. | 0.35% | Reduce -19.0% | 23,844 | $1.7M |
| Darwin Wealth Management, LLC | 0.50% | Add +3.2% | 23,390 | $1.6M |
| National Wealth Management Group, LLC | 0.56% | Add +25.4% | 23,301 | $1.6M |
| Topsail Wealth Management, LLC | 0.24% | Add +2.9% | 23,272 | $1.6M |
| Dagco, Inc. | 0.37% | Add +3.1% | 23,178 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -16.4% | 23,018 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.53% | Add +11.8% | 22,836 | $1.6M |
| Altus Wealth Group LLC | 0.63% | Add +0.9% | 22,720 | $1.6M |
| Worthington Financial Partners, LLC | 1.36% | — | 22,176 | $1.5M |
| Winebrenner Capital Management LLC | 1.02% | Add +1.0% | 22,065 | $1.5M |
| Integrity Financial Corp | 0.78% | Reduce -18.4% | 22,061 | $1.5M |
| Morey & Quinn Wealth Partners, LLC | 1.10% | Add +8.6% | 22,001 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 21,791 | $1.5M |
| Cadent Capital Advisors, LLC | 0.40% | Add +41.8% | 21,675 | $1.5M |
| Grantvest Financial Group LLC | 0.96% | Add +5.4% | 21,631 | $1.5M |
| Regatta Capital Group, LLC | 0.23% | Reduce -1.8% | 21,606 | $1.5M |
| Family Capital Management, Inc. | 0.66% | Reduce -0.5% | 21,545 | $1.5M |
| Quad-Cities Investment Group, LLC | 0.61% | Add +0.8% | 21,219 | $1.5M |
| Continuum Advisory, LLC | 0.14% | Add +55.9% | 20,817 | $1.4M |
| MAI Capital Management | 0.01% | Add +11.0% | 20,650 | $1.4M |
| Novem Group | 0.17% | Add +5.7% | 20,643 | $1.4M |
| Apollon Wealth Management, LLC | 0.02% | Add +9.7% | 20,597 | $1.4M |
| Southern Financial Group, LLC | 0.41% | — | 20,492 | $1.4M |
| Victory Financial Group, LLC | 0.18% | Add +22.5% | 20,475 | $1.4M |
| Insigneo Advisory Services, LLC | 0.10% | Add +0.6% | 20,081 | $1.4M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 19,840 | $1.4M |
| Walker Asset Management, LLC | 0.73% | No change | 19,500 | $1.4M |
| Rubicon Advisors, GP | 1.28% | — | 19,447 | $1.4M |
| Lynch & Associates | 0.25% | Add +5.4% | 19,265 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.39% | Add +1.5% | 19,152 | $1.3M |
| Advisor Resource Council | 0.47% | Reduce -3.9% | 19,078 | $1.3M |
| TFB Advisors LLC | 0.37% | Reduce -0.1% | 19,073 | $1.3M |
| Beacon Financial Advisory LLC | 0.30% | Add +3.9% | 18,645 | $1.3M |
| Opinicus Capital, Inc. | 0.90% | Add +2.5% | 18,602 | $1.3M |
| Woodward Diversified Capital, LLC | 0.59% | Reduce -1.1% | 18,555 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Add +9.3% | 18,505 | $1.3M |
| Boyer Financial Services, Inc. | 1.34% | — | 18,032 | $1.3M |
| Elevated Capital Advisors, LLC | 0.29% | Reduce -4.5% | 18,159 | $1.3M |
| Root Financial Partners, LLC | 0.06% | Reduce -26.1% | 17,950 | $1.2M |
| Flynn Zito Capital Management, LLC | 0.44% | Add +0.3% | 17,910 | $1.2M |
| Keating Financial Advisory Services, Inc. | 0.17% | — | 17,773 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 17,711 | $1.2M |
| San Luis Wealth Advisors LLC | 0.21% | Add +1.8% | 17,643 | $1.2M |
| Moment Partners, LLC | 0.25% | Reduce -0.1% | 17,591 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.38% | Reduce -2.6% | 17,410 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | No change | 17,161 | $1.2M |
| Skyview Financial Group LLC | 1.23% | — | 17,134 | $1.2M |
| Herold Advisors, Inc. | 0.26% | Reduce -7.2% | 16,917 | $1.2M |
| PMG Wealth Management, Inc. | 0.85% | No change | 16,763 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Add +2.3% | 16,707 | $1.2M |
| Park Square Financial Group, LLC | 6.73% | Reduce -2.4% | 19,180 | $1.1M |
| Synergy Investment Management, LLC | 0.40% | Add +40.8% | 16,261 | $1.1M |
| Krilogy Financial LLC | 0.04% | Add +0.8% | 15,563 | $1.1M |
| Cibc World Market Inc. | 0.00% | No change | 16,147 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | New | 15,886 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +21.2% | 15,864 | $1.1M |
| WPG Advisers, LLC | 0.82% | Add +1670.0% | 15,859 | $1.1M |
| Beck Bode, LLC | 0.18% | Reduce -6.4% | 15,854 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +4.1% | 15,239 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.33% | Add +5.6% | 15,736 | $1.1M |
| Miramontes Capital, LLC | 0.37% | — | 15,692 | $1.1M |
| Tranquility Partners, LLC | 0.39% | Reduce -8.0% | 15,658 | $1.1M |
| Wills Financial Group LLC | 0.41% | Add +46.2% | 15,632 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 15,606 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -5.7% | 15,040 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.9% | 15,000 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.68% | Reduce -74.6% | 14,838 | $1.0M |
| Owen LaRue, LLC | 0.39% | Add +18.9% | 14,832 | $1.0M |
| Kapstone Financial Advisors LLC | 0.51% | Add +0.3% | 14,635 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +91.2% | 14,599 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.55% | No change | 14,566 | $1.0M |
| Signal Advisors Wealth, LLC | 0.08% | Add +3.7% | 14,544 | $1.0M |
| Waterfront Wealth Inc. | 0.19% | Reduce -1.9% | 13,900 | $1.0M |
| Keystone Financial Services, LLC | 0.68% | Reduce -2.1% | 14,376 | $999K |
| Pacific Excel Wealth Advisors, Inc. | 1.87% | — | 14,222 | $988K |
| Trueblood Wealth Management, LLC | 0.38% | Reduce -0.1% | 14,144 | $983K |
| Maridea Wealth Management LLC | 0.15% | Reduce -0.9% | 13,960 | $970K |
| Main Street Group, LTD | 0.33% | Reduce -11.7% | 13,832 | $961K |
| Hilltop Holdings Inc. | 0.06% | Reduce -2.5% | 13,805 | $959K |
| 1776 Wealth LLC | 0.36% | Add +150.4% | 13,726 | $954K |
| Sequent Asset Management, LLC | 0.42% | No change | 13,656 | $949K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 13,628 | $947K |
| HBK Sorce Advisory LLC | 0.02% | Add +2.9% | 12,916 | $944K |
| Money Concepts Capital Corp. | 0.05% | Reduce -4.6% | 13,543 | $941K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.1% | 13,510 | $939K |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.9% | 13,271 | $922K |
| Wealth Watch Advisors, INC | 0.33% | Add +67.4% | 12,956 | $900K |
| Hidden Cove Wealth Management, LLC | 0.58% | Reduce -14.8% | 12,829 | $891K |
| Confluence Wealth Services, Inc. | 0.04% | Add +0.5% | 12,696 | $882K |
| Prepared Retirement Institute LLC | 0.44% | Add +0.2% | 12,652 | $879K |
| NBT Bank, N.A. | 0.06% | Add +3.7% | 139 | $860K |
| Element Wealth, LLC | 0.36% | Add +28.3% | 12,356 | $858K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -0.2% | 12,244 | $851K |
| Breakthru Advisory Services, LLC | 0.54% | Add +5.4% | 12,174 | $846K |
| Sowell Financial Services LLC | 0.03% | Add +12.0% | 12,160 | $845K |
| Moors & Cabot, Inc. | 0.04% | Add +21.7% | 11,934 | $829K |
| Michels Family Financial, LLC | 0.61% | Add +21.6% | 11,934 | $829K |
| Strategic Family Wealth Counselors, L.L.C. | 0.19% | Add +0.0% | 11,620 | $829K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Add +118.3% | 11,900 | $827K |
| Strategy Asset Managers LLC | 0.13% | Add +103.8% | 11,617 | $807K |
| Keystone Wealth Services, LLC | 0.17% | Add +1.6% | 11,396 | $792K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +27.5% | 11,176 | $776K |
| Choreo, LLC | 0.01% | Reduce -1.2% | 11,004 | $774K |
| Stonebridge Financial Group, LLC | 0.07% | Add +9.4% | 11,116 | $772K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -10.7% | 11,024 | $766K |
| Citizens Financial Group Inc. | 0.01% | Add +45.5% | 10,884 | $756K |
| Second Half Financial Partners, LLC | 0.33% | New | 10,787 | $749K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 10,690 | $743K |
| XML Financial, LLC | 0.06% | No change | 10,525 | $731K |
| Visionary Wealth Advisors | 0.03% | Reduce -9.6% | 10,479 | $728K |
| Cerity Partners LLC | 0.00% | Add +3.7% | 10,182 | $707K |
| Clearstead Advisors, LLC | 0.01% | Add +4.4% | 9,993 | $694K |
| Maia Wealth LLC | 0.11% | Reduce -10.1% | 9,432 | $673K |
| DB&C Advisors, LLC | 0.84% | — | 9,679 | $672K |
| Simplicity Wealth,LLC | 0.04% | Add +0.7% | 9,513 | $661K |
| Atlas Private Wealth Advisors | 0.15% | Add +0.6% | 9,350 | $650K |
| Nova Wealth Management, Inc. | 0.44% | Reduce -5.6% | 9,304 | $646K |
| Lake Street Private Wealth, LLC | 0.08% | Reduce -1.5% | 9,268 | $644K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 9,045 | $628K |
| Allie Family Office LLC | 0.29% | No change | 9,015 | $626K |
| Ameriflex Group, Inc. | 0.33% | Reduce -33.2% | 9,010 | $626K |
| Greenwich Wealth Management LLC | 0.03% | No change | 8,890 | $618K |
| Maseco LLP | 0.03% | No change | 8,858 | $615K |
| Serenity Investment Advisors | 0.35% | — | 8,428 | $607K |
| Nwam LLC | 0.03% | Add +8.9% | 8,349 | $603K |
| Alliance Wealth Advisors, LLC | 0.29% | Add +8.0% | 8,648 | $601K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +14.6% | 8,387 | $583K |
| Gentry Private Wealth, LLC | 0.37% | Add +124.5% | 8,370 | $581K |
| Puff Wealth Management, LLC | 0.73% | Reduce -6.5% | 8,089 | $567K |
| Lighthouse Wealth Management Inc. | 0.38% | Add +65.1% | 8,055 | $560K |
| Centaurus Financial, Inc. | 0.03% | Add +11.9% | 8,039 | $558K |
| Private Client Services, LLC | 0.17% | Reduce -12.6% | 7,990 | $555K |
| GeoWealth Management, LLC | 0.02% | Reduce -13.7% | 7,975 | $554K |
| Independent Wealth Network Inc. | 0.17% | Add +8.0% | 7,923 | $550K |
| Retirement Planning Group, LLC | 0.02% | Reduce -3.0% | 7,875 | $547K |
| Exit Wealth Advisors, LLC. | 0.32% | Add +7.8% | 7,843 | $545K |
| Balance Wealth Partners LLC | 0.17% | Add +3.1% | 7,746 | $538K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -1.6% | 7,737 | $537K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +83.4% | 7,695 | $535K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -4.1% | 7,673 | $533K |
| Millstone Evans Group, LLC | 0.31% | No change | 7,604 | $528K |
| Northwest Financial Advisors | 1.07% | Reduce -65.4% | 7,485 | $520K |
| WealthPLAN Partners, LLC | 0.08% | Add +9.2% | 7,354 | $511K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,255 | $504K |
| First Horizon Corp. | 0.02% | Add +1826.5% | 7,205 | $501K |
| PFG Investments, LLC | 0.02% | Reduce -1.0% | 7,153 | $497K |
| Red Door Wealth Management, LLC | 0.05% | No change | 7,046 | $489K |
| Integrated Advisors Network LLC | 0.02% | Reduce -4.5% | 7,025 | $488K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +3.3% | 6,570 | $471K |
| Brookwood Investment Group LLC | 0.06% | Add +81.1% | 6,747 | $469K |
| Aspire Capital Advisors LLC | 0.11% | Add +3.3% | 6,734 | $468K |
| Adelphi Trust Co | 0.38% | — | 6,716 | $467K |
| Castleview Partners, LLC | 0.23% | Add +4.8% | 6,709 | $466K |
| FWG Holdings, LLC | 0.18% | Reduce -1.7% | 6,407 | $463K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Add +76.4% | 6,641 | $461K |
| MBE Wealth Management, LLC | 0.19% | Add +32.1% | 6,619 | $460K |
| Delta Investment Management, LLC | 0.08% | Add +0.3% | 6,597 | $458K |
| Northwest Wealth Management, LLC | 0.07% | No change | 6,539 | $454K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +4.8% | 6,529 | $454K |
| Elevated Financial Group LLC | 0.15% | — | 6,438 | $447K |
| Summit Financial Wealth Advisors, LLC | 0.06% | New | 6,299 | $438K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -17.1% | 6,284 | $437K |
| Laraway Financial Advisors Inc | 0.28% | Add +2.2% | 6,224 | $432K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -12.6% | 6,174 | $429K |
| Captrust Financial Advisors | 0.00% | Reduce -30.9% | 6,127 | $426K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $425K |
| Evolution Wealth Management Inc. | 0.35% | No change | 6,107 | $424K |
| Meridian Wealth Management, LLC | 0.01% | Add +14.0% | 6,106 | $424K |
| Pacific Sun Financial Corp | 0.20% | Reduce -0.5% | 6,100 | $424K |
| Hofer & Associates. Inc | 0.22% | Add +5.1% | 6,074 | $422K |
| Sovran Advisors, LLC | 0.04% | Reduce -1.1% | 5,783 | $420K |
| Realta Investment Advisors | 0.14% | Add +0.1% | 6,028 | $419K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -20.4% | 5,970 | $415K |
| BIP Wealth, LLC | 0.01% | New | 5,963 | $414K |
| Bar Harbor Wealth Management | 0.02% | Reduce -0.8% | 5,874 | $408K |
| Facet Wealth, Inc. | 0.01% | New | 5,601 | $407K |
| Zullo Investment Group, Inc. | 0.15% | Reduce -0.5% | 5,842 | $406K |
| Ascentis Independent Advisors | 0.07% | Reduce -0.7% | 5,812 | $404K |
| KERR FINANCIAL PLANNING Corp | 0.53% | Add +150.1% | 5,501 | $394K |
| WealthTrust Asset Management, LLC | 0.27% | Reduce -18.3% | 5,642 | $392K |
| Old Port Advisors | 0.10% | No change | 5,549 | $385K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | Add +2.3% | 5,553 | $385K |
| Acorn Wealth Advisors, LLC | 0.11% | Add +3.7% | 5,481 | $381K |
| GAMMA Investing LLC | 0.02% | No change | 5,479 | $381K |
| SHP Wealth Management | 0.03% | — | 5,474 | $380K |
| Advisors Capital Management, LLC | 0.00% | New | 5,422 | $377K |
| MPWM Advisory Solutions, LLC | 0.21% | Reduce -0.4% | 5,380 | $374K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +24.3% | 5,316 | $369K |
| Warner Group LLC | 0.22% | New | 5,072 | $352K |
| Barometer Capital Management Inc. | 0.08% | Add +150.6% | 11,000 | $349K |
| Quest Investment Management LLC | 0.04% | Add +16.6% | 5,015 | $348K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -10.6% | 5,013 | $348K |
| Sacks & Associates, LLC | 0.25% | — | 4,941 | $343K |
| QTR Family Wealth, LLC | 0.15% | Reduce -4.7% | 4,725 | $343K |
| CPC Advisors, LLC | 0.03% | No change | 4,918 | $342K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.8% | 4,878 | $339K |
| Alta Wealth Advisors LLC | 0.11% | No change | 4,848 | $337K |
| Xcel Wealth Management, LLC | 0.09% | No change | 4,845 | $337K |
| Tortuga Wealth Management, Inc | 0.35% | — | 4,835 | $336K |
| Compass Capital Corp. /Ma/ | 0.13% | Reduce -87.8% | 4,612 | $335K |
| Register Financial Advisors LLC | 0.13% | Add +0.0% | 4,793 | $333K |
| QRG Capital Management, Inc. | 0.00% | Reduce -8.9% | 4,781 | $332K |
| Great Lakes Advisors, LLC | 0.00% | No change | 4,698 | $326K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 4,495 | $324K |
| Global View Capital Management LLC | 0.06% | Add +15.8% | 4,640 | $322K |
| Citadel Advisors | 0.00% | Reduce -41.7% | 4,631 | $322K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,628 | $322K |
| Kestra Investment Management, LLC | 0.01% | Add +10.1% | 4,563 | $317K |
| EP Wealth Advisors, LLC | 0.00% | — | 4,555 | $316K |
| Quadrant Capital Group LLC | 0.01% | New | 4,550 | $316K |
| Fisher Asset Management | 0.00% | Reduce -30.6% | 4,520 | $314K |
| Capital Square, LLC | 0.16% | Add +0.0% | 4,503 | $313K |
| Frisch Financial Group, Inc. | 0.07% | Add +0.2% | 4,452 | $309K |
| Principle Wealth Partners LLC | 0.02% | Reduce -2.5% | 4,441 | $309K |
| Whelan Financial | 0.10% | New | 4,400 | $306K |
| First National Bank of Omaha | 0.01% | New | 4,400 | $306K |
| Afg Fiduciary Services Limited Partnership | 0.18% | Reduce -1.3% | 4,302 | $302K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -2.6% | 4,333 | $301K |
| Three Magnolias Financial Advisors, LLC | 0.18% | No change | 4,285 | $298K |
| Tiaa Trust, National Association | 0.00% | New | 4,267 | $296K |
| OakTrust Wealth Advisors, LLC | 0.27% | — | 4,190 | $291K |
| BankPlus Trust Department | 0.08% | No change | 4,183 | $291K |
| Trexquant Investment LP | 0.00% | Reduce -7.1% | 4,140 | $288K |
| Florida Financial Advisors, LLC | 0.08% | Add +0.1% | 4,136 | $287K |
| Fee-Only Financial Planning, L.C. | 0.17% | No change | 4,135 | $287K |
| Tucker Asset Management LLC | 0.08% | Add +5.3% | 4,128 | $287K |
| Aft, Forsyth & Company, Inc. | 0.12% | Add +0.0% | 4,112 | $286K |
| Whipplewood Advisors, LLC | 0.18% | No change | 4,107 | $285K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,003 | $278K |
| Members Wealth LLC | 0.17% | Reduce -6.4% | 3,837 | $277K |
| Cresta Advisors, Ltd. | 0.12% | Add +6.9% | 3,955 | $275K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,037 | $272K |
| Klingman & Associates, LLC | 0.01% | No change | 3,849 | $267K |
| Clear Point Advisors Inc. | 0.21% | Add +23.6% | 3,832 | $266K |
| Fiduciary Trust Co | 0.00% | No change | 3,817 | $265K |
| Impact Partnership Wealth, LLC | 0.03% | Add +12.3% | 3,804 | $264K |
| Avantra Family Wealth, Inc. | 0.19% | Add +3.0% | 3,774 | $262K |
| Selby Wealth Management, LLC | 0.11% | — | 3,770 | $262K |
| Quadcap Wealth Management, LLC | 0.03% | New | 3,760 | $261K |
| Strategic Planning Group, LLC | 0.03% | Add +0.2% | 3,757 | $261K |
| GoalVest Advisory LLC | 0.05% | New | 3,729 | $259K |
| Gilpin Wealth Management, LLC | 0.20% | — | 3,703 | $257K |
| Westside Investment Management, Inc. | 0.04% | No change | 3,700 | $257K |
| Lido Advisors, LLC | 0.00% | Add +15.8% | 3,798 | $257K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -10.2% | 3,673 | $255K |
| Sensible Money, LLC | 0.08% | No change | 3,665 | $255K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $255K |
| Compound Planning, Inc. | 0.01% | Add +0.5% | 3,579 | $249K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,575 | $248K |
| Power Wealth Management LLC | 0.09% | Add +0.7% | 3,574 | $248K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,556 | $247K |
| SkyOak Wealth, LLC | 0.04% | Reduce -5.2% | 3,541 | $246K |
| Matauro, LLC | 0.04% | Add +0.3% | 3,523 | $245K |
| Prosperity Financial Group, Inc. | 0.09% | New | 3,433 | $238K |
| Magnolia Capital Advisors LLC | 0.05% | New | 3,394 | $236K |
| Rossby Financial, LCC | 0.07% | Add +18.7% | 3,390 | $236K |
| Dash Acquisitions Inc. | 0.05% | No change | 3,199 | $230K |
| Headland Capital, LLC | 0.06% | New | 3,274 | $227K |
| Keebeck Wealth Management | 0.03% | No change | 3,250 | $226K |
| Nicolet Advisory Services, LLC | 0.02% | Add +3.0% | 3,099 | $225K |
| McIlrath & Eck, LLC | 0.02% | Add +1151.0% | 3,215 | $223K |
| Advisortrust Partners, LLC | 0.10% | — | 3,214 | $223K |
| J. Derek Lewis & Associates Inc. | 0.05% | — | 3,181 | $221K |
| Prospect Financial Services LLC | 0.13% | New | 3,171 | $220K |
| Kennedy Investment Group, Inc. | 0.08% | Reduce -11.1% | 3,153 | $219K |
| Aprio Wealth Management, LLC | 0.01% | New | 3,097 | $215K |
| Faithward Advisors, LLC | 0.03% | Reduce -6.1% | 3,072 | $213K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -55.6% | 3,065 | $213K |
| Basepoint Wealth LLC | 0.13% | Add +0.3% | 3,051 | $212K |
| Novak & Powell Financial Services, Inc. | 0.11% | No change | 3,050 | $212K |
| Crewe Advisors LLC | 0.02% | Add +0.0% | 3,021 | $210K |
| CacheTech Inc. | 0.04% | New | 2,973 | $207K |
| Element Pointe Advisors, LLC | 0.04% | New | 2,963 | $206K |
| Viawealth, LLC | 0.11% | New | 2,938 | $204K |
| Prosperity Wealth Management, Inc. | 0.07% | New | 2,927 | $203K |
| RiverTree Advisors, LLC | 0.13% | New | 2,896 | $201K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.9% | 2,869 | $199K |
| Sound Income Strategies, LLC | 0.01% | Add +496.1% | 2,444 | $177K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,494 | $173K |
| Smithfield Trust Co | 0.01% | Reduce -14.9% | 2,383 | $166K |
| IMA Advisory Services, Inc. | 0.02% | Add +14.8% | 2,324 | $161K |
| CoreCap Advisors, LLC | 0.01% | Reduce -42.2% | 2,296 | $160K |
| Coston, McIsaac & Partners | 0.04% | Add +0.0% | 2,286 | $158K |
| Parallel Advisors, LLC | 0.00% | Add +21560.0% | 2,166 | $150K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $148K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 2,120 | $147K |
| Bayban | 0.12% | — | 2,000 | $139K |
| MidAtlantic Capital Management, Inc. | 0.09% | New | 1,945 | $135K |
| Russell Investments Group, Ltd. | 0.00% | Add +81.2% | 1,921 | $133K |
| Bullseye Investment Management, LLC | 0.06% | New | 1,700 | $118K |
| Signature Equity Partners, LLC | 0.06% | — | 1,683 | $117K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,600 | $111K |
| Key Financial Inc | 0.02% | Add +70.6% | 1,457 | $101K |
| Glass Jacobson Investment Advisors llc | 0.04% | New | 1,431 | $99K |
| NFSG Corp | 0.01% | Reduce -61.1% | 1,386 | $96K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,362 | $95K |
| Bokf, NA | 0.00% | No change | 1,294 | $90K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,272 | $88K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,258 | $87K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 1,244 | $86K |
| Rothschild Investment LLC | 0.00% | Add +102.1% | 1,237 | $86K |
| CX Institutional | 0.00% | Add +40.5% | 1,148 | $80K |
| Holos Integrated Wealth LLC | 0.04% | No change | 1,076 | $75K |
| MCF Advisors LLC | 0.00% | No change | 1,037 | $72K |
| City State Bank | 0.02% | New | 950 | $66K |
| Wiser Advisor Group LLC | 0.07% | Add +0.2% | 920 | $64K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 895 | $62K |
| Walsh & Associates, LLC | 0.06% | — | 807 | $56K |
| WealthShield Partners, LLC | 0.01% | No change | 724 | $50K |
| Wolff Wiese Magana LLC | 0.03% | New | 715 | $50K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 674 | $47K |
| Raleigh Capital Management Inc. | 0.02% | Add +3.1% | 669 | $47K |
| Greenline Wealth Management LLC | 0.05% | — | 668 | $46K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 657 | $46K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | No change | 654 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +57.5% | 652 | $45K |
| Raffa Wealth Management, LLC | 0.01% | No change | 650 | $45K |
| Ankerstar Wealth, LLC | 0.04% | — | 628 | $44K |
| Collier Financial | 0.03% | Add +0.2% | 604 | $42K |
| REAP Financial Group, LLC | 0.01% | New | 600 | $42K |
| Johnson Financial Group, Inc. | 0.00% | Add +589.7% | 600 | $42K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 567 | $41K |
| Eagle Bay Advisors LLC | 0.03% | New | 587 | $41K |
| Investment Counsel Co. of Nevada | 0.09% | New | 581 | $40K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.2% | 571 | $40K |
| Archer Investment Corp | 0.01% | Add +0.4% | 553 | $38K |
| University of Texas/Texas Am Investment Management Co. | 0.01% | New | 530 | $37K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 522 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $35K |
| BlackRock, Inc. | 0.00% | Reduce -17.2% | 482 | $33K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 418 | $29K |
| United Community Bank | 0.01% | New | 400 | $28K |
| Trust Co. of Vermont | 0.00% | New | 382 | $27K |
| Anfield Capital Management, LLC | 0.01% | No change | 375 | $26K |
| Financial Perspectives, Inc | 0.01% | New | 375 | $26K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 300 | $22K |
| EPG Wealth Management LLC | 0.01% | Add +10.8% | 307 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $21K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 300 | $21K |
| Compass Financial Services Inc | 0.01% | Reduce -43.8% | 291 | $20K |
| Bare Financial Services, Inc | 0.01% | No change | 279 | $19K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.5% | 279 | $19K |
| Bfsg, LLC | 0.00% | New | 260 | $18K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 240 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $16K |
| Imprint Wealth LLC | 0.07% | No change | 225 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $14K |
| Caitlin John, LLC | 0.01% | No change | 192 | $13K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | — | 182 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | Add +0.6% | 176 | $12K |
| CENTRAL TRUST Co | 0.00% | Add +31.8% | 174 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 158 | $11K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 150 | $11K |
| Flagship Wealth Advisors, LLC | 0.00% | No change | 142 | $10K |
| First Community Trust NA | 0.01% | New | 134 | $9K |
| Evermay Wealth Management LLC | 0.00% | New | 121 | $8K |
| Colonial Trust Co / SC | 0.00% | New | 120 | $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% | No change | 100 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 94 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 98 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 84 | $6K |
| Tompkins Financial Corp. | 0.00% | New | 84 | $6K |
| Highline Wealth Partners LLC | 0.00% | No change | 83 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 79 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 70 | $5K |
| Simplex Trading, LLC | 0.00% | New | 59 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 47 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -50.0% | 42 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 42 | $3K |
| Advocate Investing Services LLC | 0.00% | — | 42 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 40 | $3K |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 37 | $3K |
| Financial Consulate, Inc. | 0.00% | New | 25 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 25 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 20 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $764 |
| Signaturefd, LLC | 0.00% | Reduce -98.2% | 3 | $208 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.