First Trust Rising DividendRDVYETF
13F holders, Q1 2026 (March 31)768holders +11
54new positions
44sold out
6famous investors
$68.29avg. 13F price*
At the end of Q1 2026, 768 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 11 from Q4 2025. 54 opened new positions and 44 sold out. The largest holders were LPL Financial LLC ($2.2B), Morgan Stanley ($1.4B) and Raymond James Financial Inc. ($842.9M). 6 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $140.4M |
| Exits | 44 | $111.1M |
All 13F filers, Q4 2025 → Q1 2026: 16,333,747 shares bought and 4,030,861 shares sold, net +12,302,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| LPL Financial LLC | 0.59% | Add +6.0% | 32,332,134 | $2.2B |
| Morgan Stanley | 0.09% | Add +3.6% | 20,878,444 | $1.4B |
| Raymond James Financial Inc. | 0.26% | Add +9.4% | 12,344,290 | $842.9M |
| Wells Fargo & Company | 0.15% | Add +0.3% | 11,305,832 | $772.0M |
| Ameriprise Financial Inc. | 0.15% | Add +3.3% | 9,341,197 | $638.4M |
| Bank of America Corp. | 0.04% | Add +3.0% | 7,444,315 | $508.3M |
| Commonwealth Equity Services, LLC | 0.54% | Add +1.0% | 5,611,798 | $383.2M |
| UBS Group AG | 0.07% | Reduce -7.8% | 5,529,230 | $377.5M |
| Envestnet Asset Management Inc. | 0.10% | Add +5.2% | 5,416,550 | $369.8M |
| Royal Bank of Canada | 0.07% | Add +6.5% | 5,030,578 | $343.5M |
| Osaic Holdings, Inc. | 0.44% | Add +12.8% | 4,412,718 | $301.4M |
| Cetera Investment Advisers | 0.29% | Add +8.0% | 4,044,145 | $276.1M |
| Cambridge Investment Research Advisors, Inc. | 0.57% | Add +19.3% | 3,230,196 | $220.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +14.5% | 3,112,676 | $212.5M |
| Kestra Advisory Services, LLC | 0.75% | Add +4.7% | 2,885,091 | $197.0M |
| Private Advisor Group, LLC | 0.83% | Reduce -0.3% | 2,603,193 | $177.7M |
| Stifel Financial Corp. | 0.16% | Add +3.1% | 2,553,066 | $174.3M |
| Jones Financial Companies LLLP | 0.07% | Add +34.2% | 2,105,680 | $140.4M |
| Truist Financial Corp. | 0.16% | Add +8.5% | 1,763,900 | $120.4M |
| Janney Montgomery Scott LLC | 0.26% | Add +3.0% | 1,548,817 | $105.8M |
| HighTower Advisors, LLC | 0.11% | Add +4.9% | 1,524,251 | $104.1M |
| NewEdge Advisors, LLC | 0.35% | Add +9.5% | 1,437,974 | $98.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.3% | 1,396,712 | $95.4M |
| MML Investors Services, LLC | 0.26% | Reduce -9.3% | 1,357,751 | $92.7M |
| Equitable Holdings, Inc. | 0.56% | Reduce -8.1% | 1,249,378 | $86.8M |
| Prospera Financial Services Inc | 1.29% | Add +5.1% | 1,171,062 | $80.0M |
| Baird Financial Group, Inc. | 0.12% | Add +10.0% | 1,126,899 | $76.9M |
| Csenge Advisory Group | 3.28% | Add +4.3% | 1,048,094 | $71.6M |
| Mariner, LLC | 0.08% | Reduce -1.0% | 1,039,283 | $71.0M |
| Corient Private Wealth LP | 0.10% | Reduce -12.2% | 1,034,009 | $70.6M |
| Rockefeller Capital Management L.P. | 0.12% | Add +1.6% | 967,621 | $66.1M |
| D.A. Davidson & Co. | 0.39% | Add +8.1% | 952,581 | $65.0M |
| Cwm, LLC | 0.17% | Reduce -3.2% | 939,509 | $64.1M |
| Kestra Private Wealth Services, LLC | 0.79% | Add +6.2% | 935,616 | $63.9M |
| Harbour Investments, Inc. | 0.94% | Add +53.3% | 887,227 | $60.6M |
| Blair William & Co. | 0.17% | Add +16.9% | 880,823 | $60.1M |
| Integrated Wealth Concepts LLC | 0.47% | Add +87.1% | 855,453 | $58.4M |
| Two Sigma Investments, LP | 0.05% | New | 844,400 | $57.7M |
| Liberty Square Wealth Partners LLC | 15.34% | Add +9.4% | 805,324 | $55.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 773,165 | $51.4M |
| Vestmark Advisory Solutions, Inc. | 0.56% | Add +1611.9% | 742,642 | $50.7M |
| Elevation Point Wealth Partners, LLC | 1.17% | Add +1520.4% | 722,842 | $49.4M |
| Affinity Wealth Management LLC | 6.86% | Reduce -0.2% | 663,446 | $45.3M |
| Aptus Capital Advisors, LLC | 0.38% | Add +1.0% | 654,217 | $44.7M |
| Guardian Wealth Advisors, LLC / NC | 2.80% | Add +0.3% | 645,395 | $44.1M |
| Ascension Capital Advisors, Inc. | 12.58% | Add +0.7% | 585,365 | $40.0M |
| Stratos Wealth Partners, LTD. | 0.46% | Add +7.8% | 582,079 | $39.7M |
| RVW Wealth, LLC | 3.04% | Reduce -1.1% | 570,710 | $39.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +6.2% | 569,198 | $38.9M |
| Koshinski Asset Management, Inc. | 2.40% | Reduce -0.6% | 564,494 | $38.5M |
| Financial Partners Group, Inc | 4.44% | Add +0.8% | 543,025 | $37.1M |
| Horizon Advisory Services, Inc. | 18.79% | Reduce -2.5% | 537,012 | $36.7M |
| Spectrum Wealth Advisory Group, LLC | 13.51% | Reduce -0.6% | 532,040 | $36.3M |
| Independent Advisor Alliance | 0.38% | New | 523,384 | $35.7M |
| Perennial Investment Advisors, LLC | 2.83% | Add +16.5% | 519,015 | $35.4M |
| Hobart Private Capital, LLC | 6.93% | Add +2.5% | 516,607 | $35.3M |
| Gladstone Institutional Advisory LLC | 1.28% | Add +8.8% | 505,605 | $34.5M |
| First Heartland Consultants, Inc. | 2.51% | Add +24.9% | 480,671 | $32.8M |
| Arax Advisory Partners | 0.93% | Reduce -29.9% | 480,602 | $32.8M |
| Rise Advisors, LLC | 11.46% | Add +7.2% | 472,396 | $32.5M |
| VestGen Advisors, LLC | 0.89% | Reduce -2.8% | 430,978 | $31.9M |
| Benjamin Edwards Inc. | 0.31% | Add +9.6% | 459,941 | $31.4M |
| Bleakley Financial Group, LLC | 0.48% | Add +49.1% | 444,900 | $30.4M |
| Citigroup Inc. | 0.02% | Add +11.2% | 430,510 | $29.4M |
| Arkadios Wealth Advisors | 0.45% | Add +81.1% | 399,950 | $27.3M |
| Foundations Investment Advisors, LLC | 0.34% | Add +12.4% | 399,315 | $27.3M |
| US Bancorp \de | 0.03% | Add +5.2% | 385,183 | $26.3M |
| Park National Corp. | 0.79% | Add +4.6% | 378,101 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +26.3% | 370,701 | $25.5M |
| Next Level Private LLC | 5.59% | Add +10.3% | 362,555 | $24.8M |
| ODonnell Financial Services, LLC | 8.51% | Add +1.4% | 362,140 | $24.7M |
| Independent Financial Group, LLC | 0.55% | Add +11.5% | 360,739 | $24.6M |
| Western Wealth Management, LLC | 0.92% | Add +4.5% | 353,709 | $24.2M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +2.8% | 337,481 | $23.0M |
| Intellus Advisors LLC | 3.10% | Add +0.8% | 332,314 | $22.7M |
| &partners | 0.11% | Reduce -0.9% | 331,820 | $22.6M |
| Sanchez Wealth Management Group | 4.81% | Add +1.4% | 325,764 | $22.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +1.8% | 325,077 | $22.2M |
| Tidemark, LLC | 5.50% | Add +26.3% | 316,682 | $21.6M |
| Valmark Advisers, Inc. | 0.26% | Add +1.0% | 315,259 | $21.5M |
| Crumly & Associates Inc. | 4.39% | Reduce -9.7% | 305,910 | $20.9M |
| Integrity Wealth Advisors, Inc. | 12.44% | Add +13.0% | 303,538 | $20.7M |
| Howard Financial Services, LTD. | 2.22% | Add +18.4% | 288,104 | $19.7M |
| Pine Valley Investments Ltd Liability Co | 0.95% | Reduce -5.7% | 286,474 | $19.6M |
| Key Client Fiduciary Advisors, LLC | 6.59% | Reduce -0.7% | 280,764 | $19.2M |
| Silver Oak Securities, Incorporated | 1.35% | Reduce -18.3% | 270,094 | $18.4M |
| Uniting Wealth Partners, LLC | 3.92% | Add +1.7% | 269,997 | $18.4M |
| Kingsview Wealth Management, LLC | 0.25% | Add +14.3% | 269,660 | $18.4M |
| Geneos Wealth Management Inc. | 0.43% | Reduce -1.0% | 269,459 | $18.4M |
| Sentinel Advisory Group, LLC | 8.86% | — | 266,200 | $18.2M |
| Sigma Planning Corp | 0.49% | Add +3.2% | 259,052 | $17.7M |
| tru Independence LLC | 8.69% | Add +4.1% | 257,442 | $17.6M |
| Gateway Wealth Partners, LLC | 0.66% | Add +91.7% | 249,140 | $17.0M |
| Daymark Wealth Partners, LLC | 0.53% | Add +5.2% | 248,181 | $16.9M |
| IHT Wealth Management, LLC | 0.39% | Reduce -6.0% | 244,557 | $16.7M |
| Avaii Wealth Management, LLC | 5.81% | New | 243,929 | $16.7M |
| Traction Financial Partners, LLC | 10.00% | Add +0.8% | 237,780 | $16.2M |
| Beacon Financial Group | 1.58% | Reduce -2.2% | 231,768 | $15.8M |
| RFG Advisory, LLC | 0.29% | Add +248.1% | 231,424 | $15.8M |
| Juno Financial Group LLC | 6.15% | Reduce -0.7% | 229,897 | $15.7M |
| Scarborough Advisors, LLC | 1.70% | Add +16.7% | 227,307 | $15.5M |
| Level Four Advisory Services, LLC | 0.51% | Add +33.6% | 226,612 | $15.5M |
| Napier Financial, LLC | 3.47% | Add +0.9% | 221,690 | $15.1M |
| Per Stirling Capital Management, LLC. | 1.64% | Reduce -1.4% | 217,203 | $14.8M |
| Summit Wealth Group LLC / Co. | 1.55% | Add +18.6% | 215,044 | $14.7M |
| Chris Bulman Inc | 6.44% | Add +14.1% | 215,268 | $14.7M |
| Peak Planning Group, LLC | 4.04% | Add +13.1% | 213,284 | $14.6M |
| Merit Financial Group, LLC | 0.11% | Add +1.1% | 212,452 | $14.5M |
| Walkner Condon Financial Advisors LLC | 1.88% | Add +2.0% | 209,077 | $14.3M |
| Pinnacle Associates Ltd. | 0.18% | Add +1.9% | 208,523 | $14.2M |
| Oppenheimer & Co. Inc. | 0.17% | Add +28.1% | 202,658 | $13.8M |
| Smith, Moore & Co. | 1.00% | Add +2.6% | 200,390 | $13.7M |
| Qube Research & Technologies Ltd | 0.02% | Add +31.9% | 198,191 | $13.5M |
| Stratos Wealth Advisors, LLC | 0.81% | Add +5.2% | 193,376 | $13.2M |
| Plotkin Financial Advisors, LLC | 6.54% | Add +1.4% | 190,637 | $13.0M |
| GSG Advisors LLC | 3.35% | Add +6.7% | 189,055 | $12.9M |
| Golden State Wealth Management, LLC | 1.40% | Reduce -5.2% | 187,510 | $12.8M |
| Brookstone Capital Management | 0.14% | Add +9.3% | 185,649 | $12.7M |
| Assetmark, Inc. | 0.03% | Reduce -9.2% | 184,440 | $12.6M |
| PFG Advisors | 0.61% | Add +5.9% | 183,680 | $12.5M |
| Atlantic Union Bankshares Corp | 0.24% | Add +6.2% | 183,303 | $12.5M |
| Wagner Wealth Management, LLC | 2.51% | Add +1.4% | 181,918 | $12.4M |
| AJ Advisors, LLC | 4.53% | Add +1.9% | 178,747 | $12.2M |
| Cornerstone Wealth Management, LLC | 0.61% | Add +5.9% | 178,393 | $12.2M |
| Thoroughbred Financial Services, LLC | 0.72% | Add +6.1% | 176,074 | $12.0M |
| Commonwealth Financial Services, LLC | 1.89% | New | 175,204 | $12.0M |
| Mainsail Financial Group, LLC | 4.96% | Add +1.4% | 174,465 | $11.9M |
| Atria Investments, Inc | 0.13% | Reduce -7.8% | 174,316 | $11.9M |
| United Advisor Group, LLC | 1.47% | Add +3.4% | 174,067 | $11.9M |
| Barnes Pettey Financial Advisors, LLC | 5.07% | Add +37.0% | 170,391 | $11.6M |
| World Investment Advisors | 0.19% | Add +6.4% | 168,923 | $11.5M |
| Farther Finance Advisors, LLC | 0.11% | Add +5.1% | 166,064 | $11.4M |
| Vise Technologies, Inc. | 0.22% | No change | 163,222 | $11.3M |
| Flagship Harbor Advisors, LLC | 0.50% | Add +2.0% | 165,750 | $11.3M |
| DAVENPORT & Co LLC | 0.06% | Add +10.9% | 164,009 | $11.2M |
| KMG Fiduciary Partners, LLC | 0.81% | Reduce -0.6% | 159,958 | $10.9M |
| Denver Wealth Management, Inc. | 3.74% | Add +6.3% | 159,258 | $10.9M |
| HBW Advisory Services LLC | 1.13% | Add +4.7% | 157,213 | $10.7M |
| Kovack Advisors, Inc. | 0.57% | Add +3.1% | 155,193 | $10.7M |
| O'Connor Financial Group LLC | 4.33% | Add +1.6% | 155,159 | $10.6M |
| Legacy Capital Wealth Partners, LLC | 2.17% | Add +7.6% | 162,100 | $10.6M |
| J.W. Cole Advisors, Inc. | 0.36% | Add +45.7% | 154,431 | $10.5M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +4.4% | 149,670 | $10.2M |
| Weitzel Financial Services, Inc. | 3.85% | Add +2.3% | 148,434 | $10.2M |
| City Holding Co. | 1.28% | Add +9.5% | 149,419 | $10.2M |
| Summit Financial, LLC | 0.13% | Add +1.8% | 146,469 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +3.3% | 144,822 | $9.9M |
| Bellevue Asset Management, LLC | 4.91% | Reduce -2.8% | 143,799 | $9.8M |
| Principal Securities, Inc. | 0.14% | Add +0.8% | 142,235 | $9.7M |
| Redhawk Wealth Advisors, Inc. | 1.06% | Reduce -9.7% | 140,365 | $9.6M |
| Sovereign Financial Group, Inc. | 1.63% | Add +5.4% | 137,635 | $9.4M |
| Tsfg, LLC | 1.39% | Add +5.0% | 133,908 | $9.1M |
| Mach-1 Financial Group, LLC | 3.20% | Reduce -13.4% | 132,992 | $9.1M |
| International Assets Investment Management, LLC | 0.63% | Reduce -0.2% | 131,706 | $9.1M |
| Triumph Capital Management | 1.85% | Reduce -0.0% | 131,756 | $9.0M |
| Fairway Financial, LLC | 6.82% | Add +0.0% | 131,394 | $9.0M |
| Meridian Wealth Management, LLC | 0.32% | Add +2051.4% | 131,365 | $9.0M |
| Focus Financial Network, Inc. | 0.32% | Add +1.5% | 131,214 | $9.0M |
| Compass Financial Services Inc | 3.86% | Add +44805.2% | 130,674 | $8.9M |
| Gaddis Premier Wealth Advisors LLC | 6.50% | Add +1.0% | 128,736 | $8.8M |
| Proactive Wealth Strategies LLC | 1.63% | Add +99.8% | 127,271 | $8.7M |
| HFG Advisors, Inc. | 6.07% | Add +22.2% | 126,396 | $8.6M |
| Fifth Third Bancorp | 0.02% | Add +5846.8% | 126,073 | $8.6M |
| N.E.W. Advisory Services LLC | 0.64% | Reduce -17.3% | 125,922 | $8.6M |
| Virtus Wealth Solutions LLC | 1.63% | Add +5.0% | 125,461 | $8.6M |
| Avidian Wealth Enterprises, LLC | 0.27% | Reduce -6.3% | 125,098 | $8.5M |
| IFP Advisors, Inc | 0.18% | Add +0.9% | 124,657 | $8.5M |
| Total Clarity Wealth Management, Inc. | 1.95% | Add +2.1% | 121,836 | $8.3M |
| Stephens Inc. | 0.10% | Add +5.3% | 121,395 | $8.3M |
| Rockport Wealth LLC | 1.49% | Add +38.3% | 119,491 | $8.2M |
| Stewardship Concepts Financial Services LLC | 6.39% | Add +5.9% | 119,382 | $8.2M |
| Huntleigh Advisors, Inc. | 1.38% | Add +3.0% | 118,547 | $8.1M |
| Invst, LLC | 0.91% | Reduce -3.3% | 118,234 | $8.1M |
| StoneCrest Wealth Management, Inc. | 3.41% | Add +1.2% | 118,133 | $8.1M |
| Solano Wealth Investment Advisors LLC | 4.02% | Reduce -1.5% | 118,033 | $8.1M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Reduce -1.2% | 117,469 | $8.0M |
| Guided Capital Wealth Management, LLC | 5.27% | Reduce -0.2% | 117,052 | $8.0M |
| Frederick Financial Consultants, LLC | 3.96% | Add +1.7% | 116,468 | $8.0M |
| SMART Wealth LLC | 2.33% | Reduce -7.4% | 116,296 | $7.9M |
| Cozad Asset Management Inc. | 0.62% | Add +1.9% | 115,817 | $7.9M |
| Mgo One Seven LLC | 0.16% | Add +10.4% | 115,128 | $7.9M |
| Accel Wealth Management | 2.04% | Add +16.6% | 114,647 | $7.8M |
| Harvest Investment Services, LLC | 1.43% | Add +5.4% | 114,561 | $7.8M |
| Nestegg Advisors, Inc. | 6.83% | Add +2.8% | 113,820 | $7.8M |
| Genesis Private Wealth, LLC | 2.41% | Add +0.1% | 112,160 | $7.7M |
| Envision Financial LLC | 4.11% | Add +8.3% | 111,842 | $7.6M |
| Certified Advisory Corp | 0.68% | Add +10.8% | 111,055 | $7.6M |
| Ausdal Financial Partners, Inc. | 0.34% | Add +3.8% | 110,529 | $7.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.51% | Add +3.6% | 108,978 | $7.4M |
| Ritter Daniher Financial Advisory LLC / DE | 1.25% | Add +3.2% | 108,266 | $7.4M |
| Axxcess Wealth Management, LLC | 0.22% | Add +9.2% | 102,783 | $7.0M |
| AE Wealth Management LLC | 0.04% | Reduce -1.2% | 100,222 | $6.8M |
| Avior Wealth Management, LLC | 0.19% | Add +310.1% | 99,734 | $6.8M |
| OneDigital Investment Advisors LLC | 0.07% | Add +16.8% | 99,545 | $6.8M |
| StoneX Group Inc. | 0.36% | Reduce -21.0% | 99,218 | $6.8M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +10.0% | 98,495 | $6.7M |
| Centennial Wealth Advisory LLC | 1.62% | Add +84.2% | 97,800 | $6.7M |
| Premier Private Wealth Management LLC | 6.88% | Add +28.6% | 95,606 | $6.5M |
| CLG LLC | 1.61% | Reduce -5.7% | 94,896 | $6.5M |
| CreativeOne Wealth, LLC | 0.15% | Add +10.4% | 92,851 | $6.3M |
| Arvest Investments, Inc. | 0.86% | Add +2.3% | 92,048 | $6.3M |
| Petix & Botte Co | 2.77% | Reduce -44.5% | 90,698 | $6.2M |
| Mutual Advisors, LLC | 0.13% | Add +5.2% | 90,465 | $6.2M |
| Calton & Associates, Inc. | 0.89% | Add +21.1% | 90,420 | $6.2M |
| Spire Wealth Management | 0.21% | Reduce -2.9% | 89,892 | $6.1M |
| Cottonwood Capital Advisors, LLC | 4.22% | Reduce -3.0% | 87,629 | $6.0M |
| Insight Inv LLC | 3.21% | Add +14.1% | 85,879 | $5.9M |
| Smartleaf Asset Management LLC | 0.21% | Add +15.3% | 87,714 | $5.8M |
| IMG Wealth Management, Inc. | 3.65% | Add +6.5% | 83,754 | $5.7M |
| Jaffetilchin Investment Partners, LLC | 0.34% | Add +1.2% | 83,285 | $5.7M |
| Kingswood Wealth Advisors, LLC | 0.27% | Add +8.3% | 82,955 | $5.7M |
| Blom & Howell Financial Planning, Inc. | 5.50% | Add +13.9% | 82,054 | $5.6M |
| Magnolia Capital Advisors LLC | 1.08% | Add +2269.9% | 80,436 | $5.5M |
| ABLE Financial Group, LLC | 1.07% | Reduce -72.5% | 80,224 | $5.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | No change | 80,000 | $5.5M |
| Claro Advisors Inc. | 0.65% | Add +0.6% | 79,618 | $5.4M |
| RFG - Bristol Wealth Advisors, LLC | 1.46% | Add +40.8% | 78,991 | $5.4M |
| Bravera Wealth | 2.42% | Add +19.0% | 78,643 | $5.4M |
| Snowden Capital Advisors LLC | 0.14% | Add +4.0% | 78,149 | $5.3M |
| Genesee Capital Advisors, LLC | 2.22% | Reduce -0.8% | 77,562 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -41.0% | 77,558 | $5.3M |
| Titleist Asset Management, LLC | 0.40% | Reduce -8.3% | 77,276 | $5.3M |
| Wedbush Securities Inc. | 0.15% | Add +7.4% | 76,914 | $5.3M |
| TruWealth Advisors, LLC | 0.25% | Add +0.7% | 75,898 | $5.2M |
| Iams Wealth Management, LLC | 1.80% | Add +0.5% | 75,797 | $5.2M |
| Natixis Advisors, LLC | 0.01% | Add +94.8% | 74,996 | $5.1M |
| BlueChip Wealth Advisors LLC | 2.25% | Reduce -4.6% | 74,979 | $5.1M |
| Founders Financial Securities LLC | 0.28% | Reduce -4.7% | 69,537 | $5.1M |
| Lineweaver Wealth Advisors, LLC | 0.68% | Reduce -2.2% | 73,895 | $5.0M |
| Advance Capital Management, Inc. | 0.19% | Reduce -5.2% | 73,354 | $5.0M |
| Marshall Investment Management, LLC | 2.39% | Add +9.2% | 73,100 | $5.0M |
| LVZ, Inc. | 0.57% | Add +10.9% | 72,915 | $5.0M |
| WealthCare Investment Partners, LLC | 1.38% | Add +19.5% | 71,603 | $5.0M |
| Five Pine Wealth Management | 3.07% | Reduce -3.1% | 72,208 | $4.9M |
| Renaissance Technologies | 0.01% | Add +51.4% | 72,200 | $4.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -0.5% | 72,021 | $4.9M |
| Graney & King, LLC | 2.63% | Add +20.1% | 71,449 | $4.9M |
| Ethos Financial Group, LLC | 0.36% | Reduce -0.0% | 71,352 | $4.9M |
| Guilbault Capital LLC | 5.29% | Add +3.1% | 70,734 | $4.8M |
| Stonebridge Financial Planning Group, LLC | 1.75% | Add +10.3% | 69,981 | $4.8M |
| EverSource Wealth Advisors, LLC | 0.14% | Add +2.7% | 67,970 | $4.6M |
| Willner & Heller, LLC | 3.45% | Add +9.2% | 67,778 | $4.6M |
| Carlson Financial, Inc. | 2.71% | Reduce -0.1% | 67,268 | $4.6M |
| Crux Wealth Advisors | 1.74% | Add +4.6% | 66,497 | $4.5M |
| Braun-Bostich & Associates Inc. | 2.84% | Add +1.3% | 66,421 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.6% | 66,180 | $4.5M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +0.4% | 65,867 | $4.5M |
| Goldstone Financial Group, LLC | 0.48% | Reduce -8.5% | 64,451 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.1% | 64,332 | $4.4M |
| Ergawealth Advisors, Inc. | 1.94% | Reduce -1.2% | 64,181 | $4.4M |
| NewEdge Wealth, LLC | 0.05% | Add +0.5% | 63,903 | $4.4M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -0.2% | 63,804 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +43.3% | 61,819 | $4.2M |
| Creative Planning | 0.00% | Add +6.1% | 60,503 | $4.1M |
| Holistic Financial Partners | 1.53% | Add +36.9% | 60,458 | $4.1M |
| Claris Financial LLC | 2.25% | Add +3.8% | 60,246 | $4.1M |
| Merkkuri Wealth Advisors LLC | 2.72% | Add +0.9% | 60,186 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +65.3% | 59,766 | $4.1M |
| Vision Retirement, LLC | 1.16% | Add +5.6% | 59,655 | $4.1M |
| Crusonia Wealth Advisors LLC | 0.84% | Reduce -3.9% | 59,597 | $4.1M |
| Capital Asset Advisory Services LLC | 0.15% | Add +2.7% | 53,581 | $4.0M |
| Eldridge Investment Advisors, Inc. | 0.87% | Add +44.9% | 58,359 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -0.5% | 57,530 | $3.9M |
| Main Street Financial Solutions, LLC | 0.29% | Add +5.0% | 57,256 | $3.9M |
| DHJJ Financial Advisors, Ltd. | 1.29% | Add +9.6% | 57,198 | $3.9M |
| Ballew Advisors, Inc | 2.20% | Add +26.2% | 53,766 | $3.9M |
| FMR LLC | 0.00% | Add +31.5% | 56,967 | $3.9M |
| Mattern Wealth Management LLC | 0.75% | Reduce -8.1% | 56,401 | $3.9M |
| WCG Wealth Advisors LLC | 0.11% | Add +6.7% | 55,432 | $3.8M |
| Allworth Financial LP | 0.02% | Reduce -3.7% | 54,823 | $3.7M |
| Mayflower Financial Advisors, LLC | 0.44% | Reduce -0.3% | 53,410 | $3.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.50% | Reduce -12.3% | 53,255 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -77.0% | 53,239 | $3.6M |
| Stegent Equity Advisors, Inc. | 3.09% | Reduce -12.6% | 53,133 | $3.6M |
| Wisconsin Wealth Advisors, LLC | 3.54% | Add +2.3% | 52,645 | $3.6M |
| Flaharty Asset Management, LLC | 0.44% | Reduce -4.8% | 51,522 | $3.5M |
| Betterment LLC | 0.01% | Reduce -1.4% | 51,341 | $3.5M |
| Southland Equity Partners LLC | 0.68% | Add +0.7% | 51,321 | $3.5M |
| Focus Partners Wealth | 0.00% | Add +11.3% | 50,683 | $3.5M |
| Larson Financial Group LLC | 0.11% | Add +8.0% | 50,078 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +5.6% | 49,990 | $3.4M |
| Purus Wealth Management, LLC | 1.09% | Add +0.1% | 49,983 | $3.4M |
| Asset Allocation Strategies LLC | 0.60% | Reduce -0.5% | 49,079 | $3.4M |
| Creative Financial Designs Inc. | 0.20% | Add +1.5% | 48,869 | $3.3M |
| BankPlus Wealth Management LLC | 1.72% | Add +17.6% | 48,842 | $3.3M |
| Shelton Wealth Management, LLC | 1.45% | Reduce -8.8% | 48,284 | $3.3M |
| Cedrus Wealth Group LLC | 3.66% | Add +6.2% | 48,104 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -52.3% | 47,406 | $3.2M |
| Ignite Planners, LLC | 0.50% | Add +21.6% | 46,654 | $3.2M |
| TrueWealth Advisors, LLC | 0.81% | Add +22.2% | 47,202 | $3.2M |
| PKS Advisory Services, LLC | 0.74% | Add +7.4% | 46,709 | $3.2M |
| PCA Investment Advisory Services Inc. | 1.05% | Add +0.2% | 46,046 | $3.1M |
| Flagstar Securities, Inc. | 1.13% | Reduce -3.4% | 45,858 | $3.1M |
| APS Management Group, Inc. | 2.66% | Reduce -15.9% | 45,507 | $3.1M |
| PCG Wealth Advisors, LLC | 0.78% | Add +7.2% | 44,955 | $3.1M |
| TBH Global Asset Management, LLC | 0.62% | Reduce -26.8% | 44,904 | $3.1M |
| SFG Wealth Management, LLC. | 1.26% | Add +0.6% | 44,846 | $3.1M |
| Triad Wealth Partners, LLC | 0.24% | Add +56.3% | 43,821 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +13.4% | 42,895 | $2.9M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -27.3% | 42,800 | $2.9M |
| Apollon Financial, LLC | 0.40% | Add +3.0% | 42,402 | $2.9M |
| Sun Financial Inc | 1.45% | Add +7.1% | 38,802 | $2.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -1.4% | 42,223 | $2.9M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -4.2% | 41,976 | $2.9M |
| IFS Group,LLC | 2.55% | — | 41,937 | $2.9M |
| Private Trust Co. NA | 0.26% | Add +3.5% | 41,810 | $2.9M |
| Integrity Alliance, Llc. | 0.11% | Reduce -36.6% | 41,712 | $2.8M |
| Keystone Financial Group | 0.19% | Add +3.4% | 41,404 | $2.8M |
| TCFG Wealth Management, LLC | 1.06% | Reduce -0.4% | 41,341 | $2.8M |
| TCFG Investment Advisors, LLC | 1.06% | — | 41,341 | $2.8M |
| Sunbelt Securities, Inc. | 0.18% | Add +9.7% | 40,939 | $2.8M |
| Benson Wealth Management INC | 3.82% | Reduce -2.8% | 40,918 | $2.8M |
| Balefire, LLC | 0.52% | Add +1.4% | 40,087 | $2.7M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -3.3% | 39,268 | $2.7M |
| Keating Financial Advisory Services, Inc. | 0.43% | Add +120.8% | 39,237 | $2.7M |
| Advisory Alpha, LLC | 0.07% | Add +0.7% | 39,071 | $2.7M |
| Atlas Wealth LLC | 1.06% | Reduce -1.4% | 39,021 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -30.8% | 38,445 | $2.6M |
| Lanark Financial, Inc. | 0.20% | Add +1.1% | 38,671 | $2.6M |
| TD Capital Management LLC | 0.24% | Add +25.3% | 38,665 | $2.6M |
| Davis Investment Partners, LLC | 0.91% | Reduce -5.0% | 37,891 | $2.6M |
| Beaumont Financial Advisors, LLC | 0.18% | Reduce -0.8% | 37,752 | $2.6M |
| Hilton Head Capital Partners, LLC | 1.45% | Add +3.0% | 37,732 | $2.6M |
| Wagner Wealth Management, Corp | 2.29% | Add +42.0% | 37,342 | $2.5M |
| Concorde Asset Management, LLC | 1.25% | Reduce -16.8% | 37,270 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.8% | 36,916 | $2.5M |
| Twin Peaks Wealth Advisors, LLC | 0.63% | Add +9.5% | 36,564 | $2.5M |
| My Portfolio Guide, LLC | 1.37% | — | 36,285 | $2.5M |
| Wealth Effects LLC | 0.86% | Add +0.7% | 35,681 | $2.4M |
| Cypress Wealth Services, LLC | 0.34% | Add +0.7% | 35,532 | $2.4M |
| Fairvoy Private Wealth, LLC | 0.58% | New | 35,529 | $2.4M |
| Sequent Planning LLC | 0.58% | Add +4.7% | 35,252 | $2.4M |
| Gotham Asset Management | 0.01% | Reduce -0.0% | 34,880 | $2.4M |
| LaSalle St. Investment Advisors, LLC | 0.33% | Add +9.2% | 34,496 | $2.4M |
| EdgeRock Capital LLC | 0.63% | Add +17.0% | 33,879 | $2.3M |
| ProVise Management Group, LLC | 0.17% | Add +14.5% | 33,724 | $2.3M |
| Legacy Wealth Managment, LLC | 1.15% | Reduce -17.1% | 33,709 | $2.3M |
| Certuity, LLC | 0.15% | Reduce -2.1% | 33,498 | $2.3M |
| Rwa Wealth Partners, LLC | 0.02% | Add +112.2% | 33,109 | $2.3M |
| Perissos Private Wealth Management, LLC | 1.96% | Add +7.9% | 33,023 | $2.3M |
| Catalyst Investment Management LLC | 2.49% | Add +26.0% | 30,163 | $2.2M |
| Barrett & Company, Inc. | 0.77% | Add +3.8% | 32,720 | $2.2M |
| MTM Investment Management, LLC | 0.70% | Reduce -1.8% | 32,169 | $2.2M |
| Platform Technology Partners | 0.42% | Add +13.1% | 31,671 | $2.2M |
| Foresight Capital Management Advisors, Inc. | 1.20% | New | 31,579 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 2.54% | Reduce -19.0% | 31,197 | $2.1M |
| Beacon Financial Advisory LLC | 0.48% | Add +67.2% | 31,179 | $2.1M |
| Northeast Planning Associates, Inc. / NH / | 1.42% | Add +8.9% | 31,024 | $2.1M |
| Centerpoint Advisory Group | 1.59% | Reduce -2.7% | 30,996 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +13.8% | 30,955 | $2.1M |
| Darwin Wealth Management, LLC | 0.66% | Add +31.8% | 30,817 | $2.1M |
| Pinnacle Family Advisors, LLC | 0.97% | Add +0.4% | 30,111 | $2.1M |
| Family Manage LLC | 0.24% | Add +0.1% | 29,842 | $2.0M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -2.2% | 29,749 | $2.0M |
| Clear Creek Financial Management, LLC | 0.15% | Add +85.9% | 29,497 | $2.0M |
| Winebrenner Capital Management LLC | 1.29% | Add +33.3% | 29,409 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -18.6% | 29,221 | $2.0M |
| Milestones Private Investment Advisors LLC | 1.73% | Add +2.0% | 28,820 | $2.0M |
| 17 Capital Partners, LLC | 1.02% | Add +4.1% | 28,777 | $2.0M |
| Brown Advisory Inc. | 0.00% | No change | 28,761 | $2.0M |
| Savvy Advisors, Inc. | 0.05% | Add +4.5% | 28,664 | $2.0M |
| Dagco, Inc. | 0.42% | Add +23.4% | 28,609 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -12.3% | 28,386 | $1.9M |
| OneAscent Financial Services LLC | 0.10% | Reduce -14.4% | 28,229 | $1.9M |
| Triton Wealth Management, PLLC | 0.71% | Reduce -7.0% | 27,748 | $1.9M |
| Everest Financial Group LLC | 0.31% | New | 27,750 | $1.9M |
| American Financial Advisors, LLC | 0.25% | Add +1.0% | 27,670 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.62% | Add +20.9% | 27,621 | $1.9M |
| National Wealth Management Group, LLC | 0.70% | Add +18.3% | 27,553 | $1.9M |
| Intrua Financial, LLC | 0.20% | Reduce -0.8% | 27,538 | $1.9M |
| Keystone Wealth Services, LLC | 0.40% | Add +138.2% | 27,147 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +7.0% | 27,139 | $1.9M |
| Rhodes Investment Advisors Inc. | 1.55% | Reduce -0.3% | 26,362 | $1.8M |
| Ellsworth Advisors, LLC | 0.34% | Add +0.2% | 26,239 | $1.8M |
| Lynch & Associates | 0.33% | Add +34.7% | 25,956 | $1.8M |
| L & S Advisors Inc | 0.22% | Reduce -0.1% | 25,936 | $1.8M |
| Uptick Partners, LLC | 0.35% | Add +5.7% | 25,779 | $1.8M |
| Apollon Wealth Management, LLC | 0.03% | Add +24.2% | 25,583 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.4% | 24,943 | $1.7M |
| Richmond Investment Services, LLC | 0.27% | Add +2.1% | 24,891 | $1.7M |
| Element Wealth, LLC | 0.70% | Add +100.7% | 24,797 | $1.7M |
| Pitti Group Wealth Management, LLC | 1.37% | Add +3.1% | 24,785 | $1.7M |
| Rehmann Capital Advisory Group | 0.09% | Add +53.9% | 24,453 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Add +5.7% | 24,337 | $1.7M |
| Prism Advisors, Inc. | 0.44% | Reduce -4.0% | 24,089 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +60.3% | 24,050 | $1.6M |
| Topsail Wealth Management, LLC | 0.24% | Add +3.1% | 23,985 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -24.9% | 23,964 | $1.6M |
| RiverTree Advisors, LLC | 1.02% | Add +712.9% | 23,540 | $1.6M |
| Appalachian Capital Management Ltd | 1.29% | Reduce -3.2% | 23,513 | $1.6M |
| Continuum Advisory, LLC | 0.15% | Add +12.8% | 23,478 | $1.6M |
| Grantvest Financial Group LLC | 1.03% | Add +7.8% | 23,318 | $1.6M |
| True Blue Financial, LLC | 1.25% | Reduce -4.5% | 23,228 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +16.8% | 23,175 | $1.6M |
| Centaurus Financial, Inc. | 0.08% | Add +187.8% | 23,137 | $1.6M |
| Serenity Investment Advisors | 0.74% | Add +147.8% | 20,888 | $1.6M |
| Boyer Financial Services, Inc. | 1.64% | Add +25.7% | 22,664 | $1.5M |
| Southern Financial Group, LLC | 0.43% | Add +10.6% | 22,658 | $1.5M |
| WPG Advisers, LLC | 1.13% | Add +42.2% | 22,554 | $1.5M |
| Morey & Quinn Wealth Partners, LLC | 1.08% | Add +1.3% | 22,280 | $1.5M |
| Altus Wealth Group LLC | 0.62% | Reduce -2.1% | 22,251 | $1.5M |
| Regatta Capital Group, LLC | 0.22% | Reduce -0.4% | 21,522 | $1.5M |
| Worthington Financial Partners, LLC | 1.25% | Reduce -4.0% | 21,295 | $1.5M |
| Pacific Excel Wealth Advisors, Inc. | 1.51% | Add +48.0% | 21,045 | $1.4M |
| Novem Group | 0.16% | Add +1.6% | 20,976 | $1.4M |
| Quad-Cities Investment Group, LLC | 0.56% | Reduce -2.8% | 20,623 | $1.4M |
| Aurora Private Wealth, Inc. | 0.99% | Reduce -20.0% | 20,037 | $1.4M |
| Owen LaRue, LLC | 0.53% | Add +36.9% | 20,304 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 19,956 | $1.4M |
| Rubicon Advisors, GP | 1.22% | Add +2.6% | 19,944 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -4.3% | 19,760 | $1.3M |
| Afg Fiduciary Services Limited Partnership | 0.79% | Add +350.3% | 19,372 | $1.3M |
| Kaydan Wealth Management, Inc. | 0.45% | Add +2.4% | 19,612 | $1.3M |
| Walker Asset Management, LLC | 0.72% | No change | 19,500 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.26% | Reduce -19.1% | 19,287 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -11.6% | 19,271 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.42% | Add +6.8% | 19,122 | $1.3M |
| Prosperity Consulting Group, LLC | 0.06% | Add +2.5% | 18,959 | $1.3M |
| Integrity Financial Corp | 0.64% | Reduce -14.7% | 18,828 | $1.3M |
| Opinicus Capital, Inc. | 0.90% | Add +0.5% | 18,697 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Add +11.0% | 16,922 | $1.3M |
| Woodward Diversified Capital, LLC | 0.56% | Reduce -10.8% | 16,546 | $1.2M |
| Family Capital Management, Inc. | 0.54% | Reduce -17.0% | 17,887 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +146.0% | 17,850 | $1.2M |
| Capital Analysts, LLC | 0.03% | Add +18.3% | 17,790 | $1.2M |
| Root Financial Partners, LLC | 0.06% | Reduce -0.9% | 17,791 | $1.2M |
| Victory Financial Group, LLC | 0.15% | Reduce -13.5% | 17,720 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +3.2% | 17,717 | $1.2M |
| San Luis Wealth Advisors LLC | 0.20% | Add +0.1% | 17,656 | $1.2M |
| Elevated Capital Advisors, LLC | 0.30% | Reduce -3.1% | 17,603 | $1.2M |
| Moment Partners, LLC | 0.21% | No change | 17,591 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Add +2.9% | 17,184 | $1.2M |
| Wills Financial Group LLC | 0.44% | Add +1.4% | 15,854 | $1.2M |
| Herold Advisors, Inc. | 0.25% | Reduce -1.2% | 16,718 | $1.1M |
| PMG Wealth Management, Inc. | 0.82% | Reduce -0.9% | 16,619 | $1.1M |
| Tranquility Partners, LLC | 0.43% | Add +5.7% | 16,550 | $1.1M |
| Krilogy Financial LLC | 0.04% | Reduce -2.3% | 15,207 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +13.7% | 16,597 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.34% | Reduce -7.5% | 16,105 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -1.1% | 15,977 | $1.1M |
| Synergy Investment Management, LLC | 0.35% | Reduce -3.1% | 15,753 | $1.1M |
| Precedent Wealth Partners, LLC | 0.21% | New | 15,681 | $1.1M |
| Kapstone Financial Advisors LLC | 0.52% | Add +6.8% | 15,623 | $1.1M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.32% | Reduce -1.0% | 15,581 | $1.1M |
| Miramontes Capital, LLC | 0.36% | Reduce -3.7% | 15,109 | $1.0M |
| Leigh Baldwin & Co., LLC | 0.66% | Add +0.7% | 14,940 | $1.0M |
| Main Street Group, LTD | 0.32% | Add +7.7% | 14,903 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.9% | 14,844 | $1.0M |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -27.0% | 14,662 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.54% | No change | 14,566 | $995K |
| Cresset Asset Management, LLC | 0.00% | Add +6.0% | 14,439 | $986K |
| Confluence Wealth Services, Inc. | 0.04% | Add +12.0% | 14,221 | $971K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.3% | 12,873 | $960K |
| Waterfront Wealth Inc. | 0.18% | Add +0.5% | 13,970 | $954K |
| Money Concepts Capital Corp. | 0.05% | Add +3.0% | 13,955 | $953K |
| First Horizon Corp. | 0.04% | Add +93.6% | 13,947 | $952K |
| 1776 Wealth LLC | 0.37% | Add +1.1% | 13,871 | $947K |
| Sequent Asset Management, LLC | 0.45% | Add +1.0% | 13,795 | $942K |
| Maridea Wealth Management LLC | 0.14% | Reduce -2.4% | 13,621 | $930K |
| Michels Family Financial, LLC | 0.67% | Add +13.3% | 13,519 | $923K |
| Keystone Financial Services, LLC | 0.62% | Reduce -6.1% | 13,495 | $921K |
| Trueblood Wealth Management, LLC | 0.36% | Reduce -5.9% | 13,312 | $909K |
| First Citizens Bank & Trust Co. | 0.02% | No change | 13,271 | $906K |
| Forefront Wealth Partners, LLC | 0.37% | Reduce -67.8% | 13,093 | $894K |
| Moors & Cabot, Inc. | 0.04% | Add +7.6% | 12,843 | $877K |
| Prepared Retirement Institute LLC | 0.43% | Add +0.3% | 12,683 | $866K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -14.6% | 12,418 | $848K |
| Ameriflex Group, Inc. | 0.43% | Add +37.0% | 12,342 | $843K |
| Kingsbury Capital Investment Advisors LLC | 0.79% | — | 12,328 | $842K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +0.7% | 12,323 | $841K |
| NBT Bank, N.A. | 0.06% | Add +8755.4% | 12,309 | $840K |
| Park Square Financial Group, LLC | 6.35% | Reduce -36.2% | 12,241 | $836K |
| Private Client Services, LLC | 0.25% | Add +51.8% | 12,125 | $828K |
| Apeiron RIA LLC | 0.19% | New | 12,115 | $827K |
| Parallel Advisors, LLC | 0.01% | Add +459.1% | 12,111 | $827K |
| Stonebridge Financial Group, LLC | 0.07% | Add +7.3% | 11,929 | $815K |
| Exit Wealth Advisors, LLC. | 0.41% | Add +49.8% | 11,747 | $802K |
| Independent Wealth Network Inc. | 0.24% | Add +47.6% | 11,696 | $799K |
| Strategy Asset Managers LLC | 0.13% | No change | 11,617 | $793K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Reduce -0.2% | 11,593 | $792K |
| Beck Bode, LLC | 0.13% | Reduce -27.0% | 11,571 | $790K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +1.4% | 11,328 | $774K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +44.6% | 11,187 | $764K |
| Visionary Wealth Advisors | 0.03% | Add +5.8% | 11,087 | $757K |
| Choreo, LLC | 0.01% | Add +0.0% | 11,007 | $752K |
| Wealth Watch Advisors, INC | 0.31% | Reduce -15.7% | 10,923 | $746K |
| Cadent Capital Advisors, LLC | 0.20% | Reduce -49.9% | 10,856 | $741K |
| Prosperity Financial Group, Inc. | 0.27% | Add +214.2% | 10,786 | $736K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 10,690 | $730K |
| Brookwood Investment Group LLC | 0.09% | Add +56.8% | 10,578 | $722K |
| Citizens Financial Group Inc. | 0.01% | Reduce -3.0% | 10,562 | $721K |
| DB&C Advisors, LLC | 0.94% | Add +8.9% | 10,540 | $720K |
| Advisortrust Partners, LLC | 0.30% | Add +227.0% | 10,510 | $718K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -6.0% | 10,359 | $707K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -13.0% | 10,350 | $707K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +20.7% | 10,120 | $691K |
| Clearstead Advisors, LLC | 0.01% | No change | 9,993 | $682K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -67.1% | 9,834 | $671K |
| Alliance Wealth Advisors, LLC | 0.31% | Add +12.6% | 9,735 | $665K |
| Advisor Resource Council | 0.26% | Reduce -49.4% | 9,662 | $660K |
| XML Financial, LLC | 0.05% | Reduce -8.7% | 9,606 | $656K |
| Sowell Financial Services LLC | 0.02% | Reduce -23.5% | 9,302 | $635K |
| Cerity Partners LLC | 0.00% | Reduce -8.8% | 9,291 | $634K |
| Nova Wealth Management, Inc. | 0.41% | Reduce -0.7% | 9,238 | $631K |
| Nwam LLC | 0.04% | Add +10.1% | 9,196 | $628K |
| Atlas Private Wealth Advisors | 0.15% | Reduce -2.6% | 9,102 | $622K |
| Maia Wealth LLC | 0.10% | Reduce -4.0% | 9,059 | $619K |
| Allie Family Office LLC | 0.27% | No change | 9,015 | $616K |
| Greenwich Wealth Management LLC | 0.02% | Add +0.0% | 8,891 | $607K |
| Maseco LLP | 0.02% | No change | 8,858 | $605K |
| Simplicity Wealth,LLC | 0.03% | Reduce -7.4% | 8,813 | $602K |
| Gentry Private Wealth, LLC | 0.36% | Add +4.2% | 8,722 | $596K |
| Johnson Financial Group, LLC | 0.04% | New | 8,719 | $595K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +12.3% | 8,639 | $590K |
| Fortis Capital Advisors, LLC | 0.08% | New | 8,525 | $582K |
| Belpointe Asset Management LLC | 0.02% | New | 8,525 | $582K |
| Integrated Advisors Network LLC | 0.03% | Add +21.4% | 8,525 | $582K |
| PFG Investments, LLC | 0.03% | Add +18.4% | 8,468 | $578K |
| Lighthouse Wealth Management Inc. | 0.39% | Add +3.4% | 8,325 | $568K |
| WealthTrust Asset Management, LLC | 0.33% | Add +43.6% | 8,100 | $553K |
| Retirement Planning Group, LLC | 0.02% | Add +1.8% | 8,013 | $547K |
| Kestra Investment Management, LLC | 0.01% | Add +74.6% | 7,966 | $544K |
| Clark Asset Management, LLC | 0.05% | New | 7,807 | $533K |
| Balance Wealth Partners LLC | 0.16% | Reduce -2.1% | 7,584 | $518K |
| Diversify Wealth Management, LLC | 0.01% | New | 6,935 | $514K |
| Northwest Financial Advisors | 0.97% | Reduce -1.4% | 7,378 | $504K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -4.0% | 7,368 | $503K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Add +10.4% | 7,330 | $501K |
| Pinnacle Bancorp, Inc. | 0.15% | Add +37.6% | 7,316 | $500K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +21.2% | 7,233 | $494K |
| Captrust Financial Advisors | 0.00% | Add +15.4% | 7,073 | $483K |
| Red Door Wealth Management, LLC | 0.05% | No change | 7,046 | $481K |
| Millstone Evans Group, LLC | 0.29% | Reduce -8.5% | 6,959 | $475K |
| Investor's Fiduciary Advisor Network, LLC | 0.15% | Add +25.2% | 6,950 | $474K |
| Castleview Partners, LLC | 0.24% | Add +2.8% | 6,898 | $471K |
| Summit Financial Wealth Advisors, LLC | 0.07% | Add +9.1% | 6,873 | $469K |
| MBE Wealth Management, LLC | 0.19% | Add +2.7% | 6,798 | $464K |
| Castle Rock Wealth Management, LLC | 0.10% | Add +2.2% | 6,712 | $462K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.0% | 6,663 | $455K |
| Hidden Cove Wealth Management, LLC | 0.29% | Reduce -48.2% | 6,649 | $454K |
| Delta Investment Management, LLC | 0.08% | Add +0.3% | 6,615 | $452K |
| Hofer & Associates. Inc | 0.24% | Add +8.5% | 6,592 | $450K |
| Realta Investment Advisors | 0.16% | Add +9.1% | 6,577 | $449K |
| Northwest Wealth Management, LLC | 0.07% | No change | 6,539 | $446K |
| Elevated Financial Group LLC | 0.15% | Add +1.5% | 6,534 | $446K |
| McKinney Capital Management, LLC | 0.38% | — | 6,488 | $443K |
| GeoWealth Management, LLC | 0.02% | Reduce -19.0% | 6,459 | $441K |
| Cambridge Advisors Inc. | 0.09% | New | 6,426 | $439K |
| FWG Holdings, LLC | 0.16% | Reduce -2.2% | 6,264 | $435K |
| Laraway Financial Advisors Inc | 0.31% | Add +2.4% | 6,375 | $435K |
| Paragon Private Wealth Management, LLC | 0.13% | Add +0.1% | 6,287 | $429K |
| Sovran Advisors, LLC | 0.03% | Reduce -2.2% | 5,655 | $422K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $418K |
| Evolution Wealth Management Inc. | 0.30% | No change | 6,107 | $417K |
| Pacific Sun Financial Corp | 0.20% | No change | 6,100 | $417K |
| Junk Investment Group, LLC | 0.21% | — | 5,997 | $409K |
| KERR FINANCIAL PLANNING Corp | 0.29% | No change | 5,501 | $409K |
| Founders Financial Alliance, LLC | 0.07% | Add +19.3% | 5,979 | $408K |
| BIP Wealth, LLC | 0.02% | Reduce -0.6% | 5,926 | $405K |
| HRT Financial LP | 0.00% | New | 5,913 | $403K |
| Zullo Investment Group, Inc. | 0.15% | Add +0.5% | 5,870 | $401K |
| Facet Wealth, Inc. | 0.01% | Add +2.7% | 5,753 | $393K |
| Regal Investment Advisors LLC | 0.02% | New | 5,741 | $392K |
| Bar Harbor Wealth Management | 0.02% | Reduce -4.8% | 5,590 | $382K |
| Old Port Advisors | 0.09% | No change | 5,549 | $379K |
| MPWM Advisory Solutions, LLC | 0.20% | Add +2.5% | 5,516 | $377K |
| Ascentis Independent Advisors | 0.03% | Reduce -5.3% | 5,501 | $376K |
| GLR Partners, LLC | 0.20% | — | 5,494 | $375K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 5,481 | $374K |
| GAMMA Investing LLC | 0.02% | Reduce -0.1% | 5,474 | $374K |
| Capital Square, LLC | 0.17% | Add +9.6% | 4,937 | $370K |
| Florida Financial Advisors, LLC | 0.09% | Add +29.1% | 5,340 | $365K |
| Aspire Capital Advisors LLC | 0.08% | Reduce -21.0% | 5,318 | $363K |
| SHP Wealth Management | 0.03% | Reduce -3.0% | 5,310 | $363K |
| Quest Investment Management LLC | 0.04% | Add +5.5% | 5,291 | $361K |
| QRG Capital Management, Inc. | 0.00% | Add +8.6% | 5,191 | $354K |
| Avantra Family Wealth, Inc. | 0.26% | Add +35.4% | 5,110 | $349K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -44.4% | 5,033 | $344K |
| Alta Wealth Advisors LLC | 0.11% | Add +2.8% | 4,984 | $340K |
| Sacks & Associates, LLC | 0.25% | No change | 4,941 | $337K |
| Warner Group LLC | 0.22% | Reduce -3.0% | 4,919 | $336K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 4,495 | $336K |
| Great Lakes Advisors, LLC | 0.00% | Add +3.8% | 4,878 | $333K |
| Goldstein Advisors, LLC | 0.04% | Reduce -0.2% | 4,869 | $332K |
| Advisors Capital Management, LLC | 0.00% | Reduce -10.5% | 4,855 | $331K |
| Register Financial Advisors LLC | 0.12% | Add +1.2% | 4,850 | $331K |
| Xcel Wealth Management, LLC | 0.09% | No change | 4,845 | $331K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,768 | $326K |
| Tortuga Wealth Management, Inc | 0.30% | Reduce -2.1% | 4,731 | $323K |
| Formidable Asset Management, LLC | 0.05% | Add +14.9% | 4,637 | $322K |
| Brighton Jones LLC | 0.01% | New | 4,696 | $321K |
| WealthPlan Investment Management, LLC | 0.02% | New | 4,566 | $312K |
| Tucker Asset Management LLC | 0.09% | Add +10.4% | 4,558 | $311K |
| Quadrant Capital Group LLC | 0.01% | No change | 4,550 | $311K |
| Clear Point Advisors Inc. | 0.24% | Add +18.2% | 4,530 | $309K |
| Aprio Wealth Management, LLC | 0.02% | Add +44.4% | 4,472 | $305K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,469 | $305K |
| Frisch Financial Group, Inc. | 0.06% | Add +0.2% | 4,459 | $304K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,441 | $303K |
| Whelan Financial | 0.09% | No change | 4,400 | $300K |
| GoalVest Advisory LLC | 0.06% | Add +16.4% | 4,341 | $296K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.1% | 4,337 | $296K |
| Adelphi Trust Co | 0.24% | Reduce -35.9% | 4,303 | $294K |
| Citadel Advisors | 0.00% | Reduce -7.2% | 4,300 | $294K |
| Members Wealth LLC | 0.17% | Add +1.9% | 3,912 | $293K |
| Three Magnolias Financial Advisors, LLC | 0.19% | No change | 4,285 | $293K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -30.7% | 4,278 | $292K |
| Savant Capital, LLC | 0.00% | New | 4,237 | $289K |
| QTR Family Wealth, LLC | 0.12% | Reduce -16.6% | 3,939 | $289K |
| Gilpin Wealth Management, LLC | 0.23% | Add +13.9% | 4,218 | $288K |
| BankPlus Trust Department | 0.08% | No change | 4,183 | $286K |
| Rossby Financial, LCC | 0.06% | Add +22.4% | 4,148 | $286K |
| Fee-Only Financial Planning, L.C. | 0.17% | No change | 4,135 | $282K |
| Aft, Forsyth & Company, Inc. | 0.13% | No change | 4,112 | $281K |
| Whipplewood Advisors, LLC | 0.15% | No change | 4,107 | $280K |
| SkyOak Wealth, LLC | 0.05% | Add +15.7% | 4,096 | $280K |
| Compound Planning, Inc. | 0.01% | Add +13.6% | 4,064 | $278K |
| Global View Capital Management LLC | 0.07% | Reduce -12.9% | 4,042 | $276K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,003 | $273K |
| OakTrust Wealth Advisors, LLC | 0.25% | Reduce -4.8% | 3,991 | $273K |
| World Equity Group, Inc. | 0.07% | New | 3,970 | $271K |
| D. E. Shaw & Co. | 0.00% | New | 3,960 | $270K |
| Brooklyn Investment Group | 0.01% | New | 3,869 | $264K |
| Fiduciary Trust Co | 0.00% | No change | 3,817 | $261K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -48.1% | 3,816 | $261K |
| Tempus Wealth Planning, LLC | 0.06% | New | 3,757 | $257K |
| Lido Advisors, LLC | 0.00% | Reduce -1.9% | 3,725 | $254K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -2.7% | 3,703 | $253K |
| Cresta Advisors, Ltd. | 0.10% | Reduce -6.5% | 3,700 | $253K |
| Westside Investment Management, Inc. | 0.04% | No change | 3,700 | $253K |
| Sensible Money, LLC | 0.08% | No change | 3,665 | $250K |
| Asset Dedication, LLC | 0.02% | No change | 3,665 | $250K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 3,606 | $246K |
| Waverly Advisors, LLC | 0.00% | New | 3,598 | $246K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,575 | $244K |
| Power Wealth Management LLC | 0.09% | No change | 3,574 | $244K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,556 | $243K |
| Trexquant Investment LP | 0.00% | Reduce -14.7% | 3,533 | $241K |
| Matauro, LLC | 0.03% | Add +0.3% | 3,532 | $241K |
| Selby Wealth Management, LLC | 0.09% | Reduce -7.2% | 3,498 | $239K |
| Dash Acquisitions Inc. | 0.05% | No change | 3,199 | $238K |
| BlackRock, Inc. | 0.00% | Add +621.6% | 3,478 | $237K |
| Seeds Investor LLC | 0.03% | New | 3,231 | $237K |
| Fisher Asset Management | 0.00% | Reduce -24.7% | 3,402 | $232K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.1% | 3,231 | $221K |
| McIlrath & Eck, LLC | 0.02% | Add +0.3% | 3,223 | $220K |
| Compass Capital Corp. /Ma/ | 0.08% | Reduce -36.3% | 2,939 | $218K |
| Basepoint Wealth LLC | 0.12% | Add +4.5% | 3,187 | $218K |
| J. Derek Lewis & Associates Inc. | 0.05% | Add +0.0% | 3,182 | $217K |
| Tempo Wealth, LLC | 0.04% | New | 3,172 | $217K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -16.2% | 3,151 | $215K |
| Hantz Financial Services, Inc. | 0.00% | Add +1872.2% | 3,116 | $213K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +143.6% | 3,098 | $212K |
| Strategic Planning Group, LLC | 0.03% | Reduce -17.8% | 3,088 | $211K |
| Kennedy Investment Group, Inc. | 0.08% | Reduce -2.3% | 3,082 | $210K |
| Arbor Trust Wealth Advisors, LLC | 0.09% | New | 3,058 | $209K |
| Nicolet Bankshares Inc. | 0.01% | New | 3,009 | $207K |
| Core Wealth Partners LLC | 0.10% | New | 3,030 | $207K |
| Element Pointe Advisors, LLC | 0.04% | No change | 2,963 | $202K |
| Viawealth, LLC | 0.11% | Add +0.3% | 2,946 | $201K |
| M.E. Allison & Co., Inc. | 0.13% | New | 2,865 | $201K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 2,501 | $171K |
| Russell Investments Group, Ltd. | 0.00% | Add +24.5% | 2,391 | $163K |
| Smithfield Trust Co | 0.01% | No change | 2,383 | $163K |
| Sound Income Strategies, LLC | 0.01% | Reduce -3.3% | 2,364 | $163K |
| IMA Advisory Services, Inc. | 0.02% | No change | 2,324 | $159K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -20.0% | 2,295 | $157K |
| NFSG Corp | 0.03% | Add +65.3% | 2,291 | $156K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,286 | $156K |
| Park Place Capital Corp | 0.03% | New | 2,190 | $150K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.0% | 2,135 | $146K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $145K |
| Bayban | 0.12% | No change | 2,000 | $137K |
| Bullseye Investment Management, LLC | 0.06% | No change | 1,700 | $116K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,600 | $109K |
| Archer Investment Corp | 0.02% | Add +167.4% | 1,479 | $101K |
| Key Financial Inc | 0.02% | No change | 1,457 | $99K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +0.3% | 1,435 | $98K |
| Torren Management, LLC | 0.05% | New | 1,352 | $92K |
| Bokf, NA | 0.00% | No change | 1,294 | $88K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -0.1% | 1,257 | $86K |
| Ancora Advisors LLC | 0.00% | No change | 1,244 | $85K |
| Rothschild Investment LLC | 0.00% | No change | 1,237 | $84K |
| CX Institutional | 0.00% | Add +0.2% | 1,150 | $79K |
| Holos Integrated Wealth LLC | 0.04% | Add +0.7% | 1,083 | $75K |
| Nemes Rush Group LLC | 0.01% | New | 1,100 | $75K |
| Mather Group, Llc. | 0.00% | New | 1,065 | $73K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,047 | $71K |
| MCF Advisors LLC | 0.00% | No change | 1,037 | $71K |
| Vanguard Advisers Inc. | 0.00% | — | 1,002 | $68K |
| City State Bank | 0.02% | No change | 950 | $65K |
| Wiser Advisor Group LLC | 0.08% | Add +0.3% | 923 | $63K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 895 | $61K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 916 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +35.7% | 885 | $60K |
| Wolff Wiese Magana LLC | 0.03% | Add +19.4% | 854 | $58K |
| WealthShield Partners, LLC | 0.01% | Add +13.5% | 822 | $56K |
| Walsh & Associates, LLC | 0.05% | No change | 807 | $55K |
| POM Investment Strategies, LLC | 0.06% | New | 765 | $52K |
| Raffa Wealth Management, LLC | 0.01% | Add +16.1% | 755 | $52K |
| Crewe Advisors LLC | 0.00% | Reduce -75.0% | 754 | $51K |
| St Germain D J Co. Inc. | 0.00% | New | 725 | $50K |
| Signature Equity Partners, LLC | 0.03% | Reduce -57.4% | 717 | $49K |
| Hilltop National Bank | 0.01% | New | 697 | $48K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 674 | $46K |
| Quest 10 Wealth Builders, Inc. | 0.04% | No change | 657 | $45K |
| Ankerstar Wealth, LLC | 0.05% | No change | 628 | $43K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 617 | $42K |
| Collier Financial | 0.03% | Add +0.3% | 606 | $41K |
| REAP Financial Group, LLC | 0.01% | Add +0.3% | 602 | $41K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $41K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 573 | $39K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 567 | $39K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -21.1% | 528 | $36K |
| Anchor Investment Management, LLC | 0.00% | New | 500 | $34K |
| Silver Grove Financial Group, Inc. | 0.03% | New | 499 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -27.2% | 476 | $32K |
| KM Capital Management Ltd. | 0.02% | New | 419 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $29K |
| Bessemer Group Inc. | 0.00% | New | 424 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 418 | $29K |
| Gill Capital Partners, LLC | 0.01% | New | 412 | $28K |
| Reyes Financial Architecture, Inc. | 0.02% | New | 402 | $27K |
| Financial Perspectives, Inc | 0.01% | No change | 375 | $26K |
| Anfield Capital Management, LLC | 0.01% | No change | 375 | $26K |
| EPG Wealth Management LLC | 0.01% | Add +9.4% | 336 | $23K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 300 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $20K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 300 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.7% | 281 | $19K |
| Bare Financial Services, Inc | 0.01% | No change | 279 | $19K |
| Bfsg, LLC | 0.00% | No change | 260 | $18K |
| Gen-Wealth Partners Inc | 0.01% | New | 244 | $17K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 240 | $16K |
| Tompkins Financial Corp. | 0.00% | Add +185.7% | 240 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $16K |
| Pittenger & Anderson Inc. | 0.00% | New | 231 | $16K |
| Biltmore Family Office, LLC | 0.00% | No change | 199 | $14K |
| Caitlin John, LLC | 0.01% | No change | 192 | $13K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 189 | $13K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 182 | $12K |
| Whittier Trust Co. | 0.00% | New | 175 | $12K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 176 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 150 | $10K |
| Key Capital Management, INC | 0.01% | New | 144 | $10K |
| First Community Trust NA | 0.01% | No change | 134 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 121 | $8K |
| Colonial Trust Co / SC | 0.00% | No change | 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 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.0% | 99 | $6K |
| Flagship Wealth Advisors, LLC | 0.00% | Reduce -53.5% | 66 | $4K |
| AlphaCore Capital LLC | 0.00% | No change | 47 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 42 | $3K |
| Advocate Investing Services LLC | 0.00% | No change | 42 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 42 | $3K |
| Evergreen Advisors, LLC | 0.00% | New | 42 | $3K |
| Alerus Financial NA | 0.00% | No change | 37 | $3K |
| Simplex Trading, LLC | 0.00% | Reduce -39.0% | 36 | $2K |
| CENTRAL TRUST Co | 0.00% | Reduce -81.6% | 32 | $2K |
| Financial Consulate, Inc. | 0.00% | No change | 25 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 25 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Davis Capital Management | 0.00% | New | 13 | $888 |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $751 |
| Signaturefd, LLC | 0.00% | No change | 3 | $205 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.