First Trust Rising DividendRDVYETF
13F holders, Q2 2026 (June 30)819holders +51
82new positions
32sold out
4famous investors
$80.98avg. 13F price*
At the end of Q2 2026, 819 institutions reported holding First Trust Rising Dividend (RDVY) in their 13F filings, up 51 from Q1 2026. 82 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($2.8B), Morgan Stanley ($1.7B) and Raymond James Financial Inc. ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- First Trust Rising Dividend
- CUSIP
- 33738R506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $168.4M |
| Exits | 32 | $51.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,417,208 shares bought and 5,740,494 shares sold, net +8,676,714 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 819 holders
| LPL Financial LLC | 0.64% | Add +8.1% | 34,938,293 | $2.8B |
| Morgan Stanley | 0.09% | Reduce -1.2% | 20,627,246 | $1.7B |
| Raymond James Financial Inc. | 0.28% | Add +3.7% | 12,803,482 | $1.0B |
| Wells Fargo & Company | 0.18% | Add +12.2% | 12,683,451 | $1.0B |
| Ameriprise Financial Inc. | 0.15% | Add +0.6% | 9,393,389 | $761.4M |
| Bank of America Corp. | 0.04% | Add +0.2% | 7,458,152 | $604.6M |
| Commonwealth Equity Services, LLC | 0.58% | Add +1.0% | 5,668,806 | $459.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +1.6% | 5,503,234 | $446.1M |
| UBS Group AG | 0.07% | Reduce -2.4% | 5,398,773 | $437.6M |
| Royal Bank of Canada | 0.07% | Add +7.2% | 5,392,002 | $437.1M |
| Osaic Holdings, Inc. | 0.44% | Add +5.0% | 4,633,995 | $375.7M |
| Cetera Investment Advisers | 0.32% | Add +7.6% | 4,350,617 | $352.7M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.2% | 3,492,637 | $283.1M |
| Cambridge Investment Research Advisors, Inc. | 0.63% | Add +6.9% | 3,454,180 | $280.0M |
| Private Advisor Group, LLC | 1.19% | Add +22.9% | 3,198,885 | $259.3M |
| Kestra Advisory Services, LLC | 0.72% | Reduce -4.3% | 2,761,957 | $223.9M |
| Stifel Financial Corp. | 0.18% | Add +4.8% | 2,674,445 | $216.8M |
| Jones Financial Companies LLLP | 0.08% | Add +21.7% | 2,562,816 | $203.2M |
| Truist Financial Corp. | 0.17% | Add +1.9% | 1,796,860 | $145.7M |
| MML Investors Services, LLC | 0.28% | Add +23.6% | 1,678,164 | $136.0M |
| Janney Montgomery Scott LLC | 0.25% | Add +4.8% | 1,623,440 | $131.6M |
| NewEdge Advisors, LLC | 0.36% | Add +3.0% | 1,481,721 | $120.1M |
| Blair William & Co. | 0.30% | Add +62.5% | 1,431,021 | $116.0M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.7% | 1,406,881 | $114.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -11.9% | 1,342,401 | $108.8M |
| Equitable Holdings, Inc. | 0.61% | Add +0.8% | 1,259,445 | $102.1M |
| Baird Financial Group, Inc. | 0.13% | Add +0.8% | 1,135,839 | $92.1M |
| Prospera Financial Services Inc | 1.30% | Reduce -5.6% | 1,105,561 | $89.6M |
| Csenge Advisory Group | 3.52% | Add +1.8% | 1,066,840 | $86.5M |
| D.A. Davidson & Co. | 0.44% | Add +2.6% | 977,097 | $79.2M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -0.0% | 967,545 | $78.4M |
| Kestra Private Wealth Services, LLC | 0.86% | Add +2.8% | 961,997 | $78.0M |
| Corient Private Wealth LP | 0.10% | Reduce -10.5% | 925,847 | $75.0M |
| Harbour Investments, Inc. | 1.00% | Add +2.9% | 912,649 | $74.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.6% | 870,819 | $70.1M |
| Liberty Square Wealth Partners LLC | 16.62% | Add +6.9% | 860,676 | $69.8M |
| Integrated Wealth Concepts LLC | 0.38% | Reduce -16.7% | 712,921 | $57.8M |
| Arax Advisory Partners | 0.38% | Add +47.5% | 709,083 | $57.5M |
| Steward Partners Investment Advisory, LLC | 0.29% | Add +22.8% | 698,928 | $56.7M |
| Aptus Capital Advisors, LLC | 0.40% | Add +2.4% | 669,631 | $54.3M |
| Guardian Wealth Advisors, LLC / NC | 3.06% | Add +3.1% | 665,509 | $53.9M |
| Affinity Wealth Management LLC | 6.93% | Add +0.1% | 663,879 | $53.8M |
| Paradiem, LLC | 10.67% | New | 610,726 | $49.5M |
| Stratos Wealth Partners, LTD. | 0.48% | Add +1.0% | 588,137 | $47.7M |
| RVW Wealth, LLC | 3.13% | Add +2.8% | 586,906 | $47.6M |
| Koshinski Asset Management, Inc. | 2.48% | Add +1.6% | 573,639 | $46.5M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +55.8% | 577,642 | $46.4M |
| Ascension Capital Advisors, Inc. | 12.87% | Reduce -3.4% | 565,306 | $45.8M |
| Perennial Investment Advisors, LLC | 3.00% | Add +6.8% | 554,406 | $44.9M |
| Financial Partners Group, Inc | 4.46% | Reduce -0.1% | 542,375 | $44.0M |
| Horizon Advisory Services, Inc. | 17.89% | Reduce -2.6% | 523,280 | $42.4M |
| Gladstone Institutional Advisory LLC | 1.33% | Add +2.9% | 520,450 | $42.2M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Reduce -31.8% | 506,198 | $41.0M |
| Elevation Point Wealth Partners, LLC | 0.76% | Reduce -30.2% | 504,374 | $40.9M |
| Rise Advisors, LLC | 11.19% | Add +3.9% | 490,602 | $39.8M |
| Citigroup Inc. | 0.02% | Add +13.7% | 489,448 | $39.7M |
| First Heartland Consultants, Inc. | 2.56% | Add +1.6% | 488,517 | $39.6M |
| Advance Capital Management, Inc. | 1.25% | Add +552.1% | 478,374 | $38.8M |
| Benjamin Edwards Inc. | 0.35% | Add +1.9% | 468,651 | $38.0M |
| Bleakley Financial Group, LLC | 0.47% | Add +3.2% | 459,264 | $37.2M |
| VestGen Advisors, LLC | 1.02% | Reduce -0.3% | 429,740 | $34.8M |
| Hobart Private Capital, LLC | 5.96% | Reduce -17.0% | 428,601 | $34.7M |
| Foundations Investment Advisors, LLC | 0.35% | Add +6.0% | 423,202 | $34.3M |
| US Bancorp \de | 0.04% | Add +5.5% | 406,393 | $32.9M |
| Park National Corp. | 0.92% | Add +6.8% | 403,681 | $32.7M |
| Next Level Private LLC | 6.01% | Add +4.4% | 378,597 | $30.7M |
| ODonnell Financial Services, LLC | 8.98% | Add +3.9% | 376,288 | $30.5M |
| Western Wealth Management, LLC | 0.96% | Add +2.2% | 361,477 | $29.3M |
| Independent Financial Group, LLC | 0.54% | Reduce -0.8% | 357,875 | $29.0M |
| &partners | 0.12% | Add +6.4% | 352,932 | $28.6M |
| Sanctuary Advisors, LLC | 0.13% | Add +6.6% | 346,590 | $28.1M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +2.5% | 346,073 | $28.1M |
| Sanchez Wealth Management Group | 4.78% | Add +3.3% | 336,354 | $27.3M |
| Intellus Advisors LLC | 3.27% | Reduce -0.1% | 331,858 | $26.9M |
| Commonwealth Financial Services, LLC | 3.53% | Add +85.0% | 324,066 | $26.3M |
| Crumly & Associates Inc. | 5.01% | Add +5.5% | 322,777 | $26.2M |
| Howard Financial Services, LTD. | 2.43% | Add +4.0% | 299,667 | $24.3M |
| Silver Oak Securities, Incorporated | 1.46% | Add +9.8% | 296,606 | $24.0M |
| Pine Valley Investments Ltd Liability Co | 1.02% | Add +3.3% | 296,008 | $24.0M |
| Valmark Advisers, Inc. | 0.25% | Reduce -7.8% | 290,555 | $23.6M |
| Key Client Fiduciary Advisors, LLC | 6.74% | Add +1.6% | 285,320 | $23.1M |
| Uniting Wealth Partners, LLC | 4.58% | Add +3.0% | 278,026 | $22.5M |
| Geneos Wealth Management Inc. | 0.46% | Add +2.6% | 276,555 | $22.4M |
| Sentinel Advisory Group, LLC | 9.13% | Add +3.7% | 275,966 | $22.4M |
| IHT Wealth Management, LLC | 0.47% | Add +12.3% | 274,745 | $22.3M |
| Oppenheimer & Co. Inc. | 0.23% | Add +32.2% | 267,847 | $21.7M |
| Redhawk Wealth Advisors, Inc. | 2.13% | Add +89.7% | 266,232 | $21.6M |
| tru Independence LLC | 9.24% | Add +1.2% | 260,568 | $21.1M |
| Tidemark, LLC | 4.75% | Reduce -17.7% | 260,567 | $21.1M |
| Arkadios Wealth Advisors | 0.32% | Reduce -35.2% | 259,141 | $21.0M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -5.5% | 254,845 | $20.7M |
| Sigma Planning Corp | 0.52% | Reduce -2.4% | 252,822 | $20.5M |
| Avaii Wealth Management, LLC | 6.00% | Add +3.2% | 251,696 | $20.4M |
| IFG Advisory, LLC | 0.70% | New | 246,860 | $20.0M |
| Daymark Wealth Partners, LLC | 0.48% | Reduce -2.6% | 241,606 | $19.6M |
| Traction Financial Partners, LLC | 10.35% | Add +1.1% | 240,426 | $19.5M |
| Stratos Wealth Advisors, LLC | 1.05% | Add +21.9% | 235,642 | $19.1M |
| Chris Bulman Inc | 6.92% | Add +8.6% | 233,836 | $19.0M |
| Level Four Advisory Services, LLC | 0.53% | Add +2.2% | 231,642 | $18.8M |
| Prudential PLC | 0.12% | New | 227,200 | $18.4M |
| Mariner, LLC | 0.02% | Reduce -78.2% | 226,751 | $18.4M |
| Juno Financial Group LLC | 6.46% | Reduce -2.2% | 224,835 | $18.2M |
| Napier Financial, LLC | 3.78% | Add +0.9% | 223,682 | $18.1M |
| Peak Planning Group, LLC | 4.08% | Add +4.7% | 223,203 | $18.1M |
| Beacon Financial Group | 1.64% | Reduce -4.2% | 222,060 | $18.0M |
| Walkner Condon Financial Advisors LLC | 2.04% | Add +4.4% | 218,305 | $17.7M |
| Summit Wealth Group LLC / Co. | 1.45% | Add +0.7% | 216,558 | $17.6M |
| Per Stirling Capital Management, LLC. | 1.67% | Reduce -0.6% | 215,875 | $17.5M |
| Spectrum Wealth Advisory Group, LLC | 4.95% | Reduce -59.7% | 214,395 | $17.4M |
| Bluespring Wealth Management, LLC | 0.33% | New | 214,373 | $17.4M |
| Pinnacle Associates Ltd. | 0.19% | Add +1.6% | 211,788 | $17.2M |
| Smith, Moore & Co. | 1.11% | Add +4.9% | 210,243 | $17.0M |
| Brookstone Capital Management | 0.17% | Add +10.5% | 205,160 | $16.6M |
| Barnes Pettey Financial Advisors, LLC | 5.04% | Add +16.5% | 198,532 | $16.1M |
| Mainsail Financial Group, LLC | 5.41% | Add +12.7% | 196,615 | $15.9M |
| DAVENPORT & Co LLC | 0.08% | Add +19.2% | 195,511 | $15.8M |
| Stonebridge Financial Group, LLC | 2.18% | — | 194,317 | $15.8M |
| GSG Advisors LLC | 3.46% | Add +2.7% | 194,151 | $15.7M |
| Petix & Botte Co | 3.16% | Add +113.6% | 193,726 | $15.7M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +25.4% | 193,707 | $15.7M |
| Plotkin Financial Advisors, LLC | 6.50% | Add +1.3% | 193,183 | $15.7M |
| Atlantic Union Bankshares Corp | 0.26% | Add +3.3% | 189,286 | $15.3M |
| Merit Financial Group, LLC | 0.09% | Reduce -11.5% | 188,051 | $15.2M |
| RFG Advisory, LLC | 0.23% | Reduce -20.0% | 185,203 | $15.0M |
| Thoroughbred Financial Services, LLC | 0.72% | Add +5.1% | 185,045 | $15.0M |
| Assetmark, Inc. | 0.03% | Add +0.2% | 184,763 | $15.0M |
| Flagship Harbor Advisors, LLC | 0.57% | Add +11.3% | 184,471 | $15.0M |
| Wagner Wealth Management, LLC | 2.74% | Add +0.6% | 183,014 | $14.8M |
| AJ Advisors, LLC | 4.55% | Add +1.1% | 180,710 | $14.6M |
| United Advisor Group, LLC | 1.54% | Add +3.0% | 179,331 | $14.5M |
| Cornerstone Wealth Management, LLC | 0.62% | Reduce -0.3% | 177,837 | $14.4M |
| Atria Investments, Inc | 0.14% | Add +1.2% | 176,381 | $14.3M |
| HBW Advisory Services LLC | 1.28% | Add +11.0% | 174,558 | $14.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +1.3% | 168,167 | $13.6M |
| Denver Wealth Management, Inc. | 3.89% | Add +5.4% | 167,798 | $13.6M |
| City Holding Co. | 1.50% | Add +9.4% | 163,516 | $13.3M |
| PFG Advisors | 0.66% | Reduce -12.4% | 160,875 | $13.0M |
| Total Clarity Wealth Management, Inc. | 2.53% | Add +31.6% | 160,345 | $13.0M |
| O'Connor Financial Group LLC | 4.49% | Add +0.9% | 156,498 | $12.7M |
| Legacy Capital Wealth Partners, LLC | 2.39% | Reduce -0.5% | 161,249 | $12.5M |
| Kovack Advisors, Inc. | 0.60% | Reduce -0.7% | 154,095 | $12.4M |
| Global Retirement Partners, LLC | 0.19% | — | 152,469 | $12.4M |
| Weitzel Financial Services, Inc. | 4.16% | Add +3.0% | 152,954 | $12.2M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +3.3% | 149,633 | $12.1M |
| Principal Securities, Inc. | 0.15% | Add +5.0% | 149,402 | $12.1M |
| Vise Technologies, Inc. | 0.14% | Reduce -9.2% | 148,203 | $12.0M |
| Summit Financial, LLC | 0.13% | Add +0.2% | 146,801 | $11.9M |
| Scarborough Advisors, LLC | 1.36% | Reduce -33.7% | 150,748 | $11.8M |
| World Investment Advisors | 0.19% | Reduce -0.3% | 168,498 | $11.7M |
| Bellevue Asset Management, LLC | 5.35% | Reduce -0.4% | 143,165 | $11.6M |
| Sovereign Financial Group, Inc. | 1.74% | Add +1.9% | 140,213 | $11.4M |
| Tsfg, LLC | 1.41% | Add +3.3% | 138,372 | $11.2M |
| Rockport Wealth LLC | 1.88% | Add +15.2% | 137,702 | $11.2M |
| Meridian Wealth Management, LLC | 0.34% | Add +4.2% | 136,876 | $11.1M |
| Compass Financial Services Inc | 4.13% | Add +4.4% | 136,465 | $11.1M |
| Gaddis Premier Wealth Advisors LLC | 6.70% | Add +5.3% | 135,538 | $11.0M |
| Gateway Wealth Partners, LLC | 0.65% | Reduce -46.4% | 133,659 | $10.8M |
| Mach-1 Financial Group, LLC | 4.18% | Add +0.0% | 133,012 | $10.8M |
| Fairway Financial, LLC | 7.30% | Add +0.2% | 131,657 | $10.7M |
| Focus Financial Network, Inc. | 0.33% | Add +0.3% | 131,584 | $10.7M |
| Triumph Capital Management | 1.92% | Reduce -0.7% | 130,845 | $10.6M |
| Harvest Investment Services, LLC | 1.64% | Add +14.2% | 130,811 | $10.6M |
| HFG Advisors, Inc. | 6.55% | Add +2.5% | 129,507 | $10.5M |
| N.E.W. Advisory Services LLC | 0.70% | Add +2.7% | 129,308 | $10.5M |
| International Assets Investment Management, LLC | 0.62% | Reduce -2.2% | 128,827 | $10.4M |
| AE Wealth Management LLC | 0.05% | Add +27.4% | 127,709 | $10.4M |
| Invst, LLC | 1.00% | Add +7.5% | 127,118 | $10.3M |
| Accel Wealth Management | 2.31% | Add +10.3% | 126,515 | $10.3M |
| Mgo One Seven LLC | 0.17% | Add +9.7% | 126,252 | $10.2M |
| Proactive Wealth Strategies LLC | 1.64% | Reduce -0.8% | 126,221 | $10.2M |
| Nestegg Advisors, Inc. | 7.15% | Add +9.6% | 124,730 | $10.1M |
| Huntleigh Advisors, Inc. | 1.41% | Add +4.9% | 124,358 | $10.1M |
| Avidian Wealth Enterprises, LLC | 0.28% | Reduce -1.0% | 123,839 | $10.0M |
| Fifth Third Bancorp | 0.02% | Reduce -3.7% | 121,400 | $9.8M |
| Stephens Inc. | 0.11% | Reduce -0.0% | 121,342 | $9.8M |
| Frederick Financial Consultants, LLC | 4.17% | Add +4.1% | 121,227 | $9.8M |
| Stewardship Concepts Financial Services LLC | 6.61% | Add +1.5% | 121,182 | $9.8M |
| Cozad Asset Management Inc. | 0.62% | Add +2.5% | 118,662 | $9.6M |
| Envision Financial LLC | 4.41% | Add +5.6% | 118,126 | $9.6M |
| Genesis Private Wealth, LLC | 2.69% | Add +5.3% | 118,051 | $9.6M |
| StoneCrest Wealth Management, Inc. | 3.06% | Reduce -0.1% | 117,964 | $9.6M |
| Guided Capital Wealth Management, LLC | 5.57% | Add +0.3% | 117,421 | $9.5M |
| Virtus Wealth Solutions LLC | 1.29% | Reduce -6.4% | 117,397 | $9.5M |
| Milestones Private Investment Advisors LLC | 7.58% | Add +307.2% | 117,367 | $9.5M |
| IFP Advisors, Inc | 0.17% | Reduce -5.9% | 117,303 | $9.5M |
| Golden State Wealth Management, LLC | 0.86% | Reduce -38.0% | 116,217 | $9.4M |
| Certified Advisory Corp | 0.76% | Add +4.3% | 115,835 | $9.4M |
| Gallagher Fiduciary Advisors, LLC | 0.31% | Reduce -1.7% | 115,506 | $9.4M |
| Solano Wealth Investment Advisors LLC | 4.26% | Reduce -2.2% | 115,413 | $9.4M |
| OneDigital Investment Advisors LLC | 0.08% | Add +14.7% | 114,129 | $9.3M |
| Ameritas Advisory Services, LLC | 0.19% | Add +171.1% | 113,809 | $9.2M |
| CreativeOne Wealth, LLC | 0.20% | Add +22.3% | 113,553 | $9.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.55% | Add +3.9% | 113,228 | $9.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -44.4% | 110,258 | $8.9M |
| Ausdal Financial Partners, Inc. | 0.35% | Reduce -1.3% | 109,077 | $8.8M |
| Ritter Daniher Financial Advisory LLC / DE | 1.33% | Reduce -0.3% | 107,924 | $8.7M |
| Natixis Advisors, LLC | 0.01% | Add +38.3% | 103,679 | $8.4M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +5.2% | 103,577 | $8.4M |
| SMART Wealth LLC | 1.80% | Reduce -11.4% | 103,047 | $8.4M |
| Axxcess Wealth Management, LLC | 0.13% | Add +0.1% | 102,856 | $8.3M |
| Centennial Wealth Advisory LLC | 1.75% | Add +2.5% | 100,232 | $8.1M |
| Arvest Investments, Inc. | 0.96% | Add +6.2% | 97,757 | $7.9M |
| Premier Private Wealth Management LLC | 6.86% | Add +1.2% | 96,741 | $7.8M |
| StoneX Group Inc. | 0.31% | Reduce -3.9% | 95,308 | $7.7M |
| Mutual Advisors, LLC | 0.14% | Add +2.9% | 93,079 | $7.5M |
| Blom & Howell Financial Planning, Inc. | 6.26% | Add +13.0% | 92,702 | $7.5M |
| Spire Wealth Management | 0.22% | Add +1.6% | 91,309 | $7.4M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +9.7% | 91,029 | $7.4M |
| CLG LLC | 1.58% | Reduce -6.2% | 89,030 | $7.2M |
| Calton & Associates, Inc. | 1.05% | Reduce -2.1% | 88,508 | $7.2M |
| Insight Inv LLC | 3.35% | Add +2.0% | 87,609 | $7.1M |
| Iams Wealth Management, LLC | 2.13% | Add +15.4% | 87,485 | $7.1M |
| Cottonwood Capital Advisors, LLC | 4.26% | Reduce -0.4% | 87,248 | $7.1M |
| IMG Wealth Management, Inc. | 3.94% | Add +4.1% | 87,152 | $7.1M |
| Smartleaf Asset Management LLC | 0.23% | No change | 87,714 | $7.1M |
| Bravera Wealth | 2.67% | Add +9.1% | 85,803 | $7.0M |
| Wedbush Securities Inc. | 0.18% | Add +10.4% | 84,936 | $6.9M |
| Claro Advisors Inc. | 0.72% | Add +5.9% | 84,343 | $6.8M |
| Magnolia Capital Advisors LLC | 1.15% | Add +2.7% | 82,581 | $6.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.59% | Add +3.0% | 81,388 | $6.6M |
| Trivium Point Advisory, LLC | 0.60% | New | 81,339 | $6.6M |
| PKS Advisory Services, LLC | 1.04% | Add +72.5% | 80,575 | $6.5M |
| LeClair Wealth Partners LLC | 3.36% | New | 80,093 | $6.5M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | No change | 80,000 | $6.5M |
| Titleist Asset Management, LLC | 0.43% | Add +1.5% | 78,447 | $6.4M |
| Graney & King, LLC | 2.26% | Add +8.7% | 77,661 | $6.3M |
| Performance Wealth Partners, LLC | 0.16% | New | 77,411 | $6.3M |
| EverSource Wealth Advisors, LLC | 0.21% | Add +13.2% | 76,916 | $6.2M |
| Modern Wealth Management, LLC | 0.07% | Add +97.4% | 75,898 | $6.2M |
| Ethos Financial Group, LLC | 0.41% | Add +7.2% | 76,501 | $6.1M |
| Stonebridge Financial Planning Group, LLC | 1.93% | Add +7.1% | 74,931 | $6.1M |
| Fairvoy Private Wealth, LLC | 1.23% | Add +110.7% | 74,875 | $6.1M |
| BlueChip Wealth Advisors LLC | 2.29% | Reduce -0.5% | 74,587 | $6.0M |
| Waverly Advisors, LLC | 0.04% | Add +1968.0% | 74,407 | $6.0M |
| Quantinno Capital Management LP | 0.01% | Add +19.2% | 73,702 | $6.0M |
| Ni Acquisitions Company, LLC | 2.54% | — | 77,617 | $6.0M |
| Five Pine Wealth Management | 3.35% | Add +1.1% | 72,969 | $5.9M |
| Lineweaver Wealth Advisors, LLC | 0.70% | Reduce -1.3% | 72,903 | $5.9M |
| Founders Financial Securities LLC | 0.30% | Add +4.3% | 72,544 | $5.9M |
| WealthCare Investment Partners, LLC | 1.41% | Add +0.4% | 71,866 | $5.8M |
| ABLE Financial Group, LLC | 0.98% | Reduce -10.4% | 71,858 | $5.8M |
| Marshall Investment Management, LLC | 2.40% | Reduce -2.5% | 71,292 | $5.8M |
| LVZ, Inc. | 0.58% | Reduce -2.8% | 70,880 | $5.7M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -1.7% | 70,822 | $5.7M |
| Vision Retirement, LLC | 1.36% | Add +16.7% | 69,597 | $5.6M |
| Avior Wealth Management, LLC | 0.15% | Reduce -30.5% | 69,327 | $5.6M |
| Xcelsior Advisor Partners LLC | 0.74% | New | 69,301 | $5.6M |
| Guilbault Capital LLC | 5.63% | Reduce -2.2% | 69,174 | $5.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.3% | 68,391 | $5.5M |
| Nations Financial Group Inc, /Ia/ | 0.26% | Add +2.8% | 67,706 | $5.5M |
| Willner & Heller, LLC | 3.43% | Reduce -0.2% | 67,620 | $5.5M |
| Braun-Bostich & Associates Inc. | 3.04% | Add +1.0% | 67,095 | $5.4M |
| Crux Wealth Advisors | 1.88% | Add +0.9% | 67,080 | $5.4M |
| Triad Wealth Partners, LLC | 0.32% | Add +51.3% | 66,296 | $5.4M |
| Mattern Wealth Management LLC | 0.88% | Add +17.7% | 66,401 | $5.4M |
| Carlson Financial, Inc. | 2.68% | Reduce -3.6% | 64,855 | $5.3M |
| WCG Wealth Advisors LLC | 0.12% | Add +16.4% | 64,524 | $5.2M |
| Merkkuri Wealth Advisors LLC | 3.24% | Add +7.0% | 64,393 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 62,884 | $5.1M |
| Creative Planning | 0.00% | Add +3.8% | 62,784 | $5.1M |
| Ergawealth Advisors, Inc. | 1.97% | Reduce -2.7% | 62,474 | $5.1M |
| Goldstone Financial Group, LLC | 0.46% | Reduce -3.2% | 62,360 | $5.1M |
| HighPoint Advisor Group LLC | 0.18% | Reduce -2.4% | 62,297 | $5.0M |
| Ballew Advisors, Inc | 2.60% | Add +16.7% | 62,732 | $5.0M |
| NewEdge Wealth, LLC | 0.05% | Reduce -3.0% | 61,975 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.43% | Add +15.6% | 61,729 | $5.0M |
| FMR LLC | 0.00% | Add +7.8% | 61,431 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -20.8% | 61,400 | $5.0M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -22.9% | 60,293 | $4.9M |
| Crusonia Wealth Advisors LLC | 0.80% | Add +0.4% | 59,835 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.3% | 57,182 | $4.6M |
| DHJJ Financial Advisors, Ltd. | 1.34% | Reduce -0.1% | 57,154 | $4.6M |
| Main Street Financial Solutions, LLC | 0.30% | Reduce -0.6% | 56,920 | $4.6M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1.68% | Add +6.6% | 56,748 | $4.6M |
| Eldridge Investment Advisors, Inc. | 0.91% | Reduce -3.0% | 56,603 | $4.6M |
| Allworth Financial LP | 0.02% | Add +2.1% | 55,955 | $4.5M |
| BankPlus Wealth Management LLC | 2.04% | Add +14.3% | 55,816 | $4.5M |
| Park Avenue Securities LLC | 0.03% | Reduce -3.1% | 55,734 | $4.5M |
| Larson Financial Group LLC | 0.12% | Add +9.5% | 54,844 | $4.4M |
| Creative Financial Designs Inc. | 0.21% | Add +12.1% | 54,770 | $4.4M |
| TBH Global Asset Management, LLC | 0.81% | Add +21.8% | 54,671 | $4.4M |
| Capital Asset Advisory Services LLC | 0.16% | Reduce -0.4% | 53,387 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.2% | 53,138 | $4.3M |
| Betterment LLC | 0.01% | Add +3.5% | 53,119 | $4.3M |
| Integrity Alliance, Llc. | 0.14% | Add +27.1% | 53,009 | $4.3M |
| Wisconsin Wealth Advisors, LLC | 3.66% | Add +0.2% | 52,758 | $4.3M |
| Hilton Head Capital Partners, LLC | 2.14% | Add +39.0% | 52,460 | $4.3M |
| Global Assets Advisory, LLC | 0.92% | New | 52,469 | $4.2M |
| Stegent Equity Advisors, Inc. | 3.03% | Reduce -1.7% | 52,217 | $4.2M |
| Southland Equity Partners LLC | 0.74% | Add +1.6% | 52,128 | $4.2M |
| Ignite Planners, LLC | 0.58% | Add +11.6% | 52,067 | $4.2M |
| Focus Partners Wealth | 0.00% | Add +1.8% | 51,604 | $4.2M |
| TrueWealth Advisors, LLC | 0.93% | Add +7.5% | 50,754 | $4.1M |
| Asset Allocation Strategies LLC | 0.61% | Add +0.1% | 49,146 | $4.0M |
| Flagstar Securities, Inc. | 1.18% | Add +5.4% | 48,315 | $3.9M |
| Purus Wealth Management, LLC | 1.07% | Reduce -4.4% | 47,806 | $3.9M |
| PCG Wealth Advisors, LLC | 0.86% | Add +5.2% | 47,301 | $3.8M |
| IFS Group,LLC | 5.25% | Add +12.5% | 47,196 | $3.8M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +8.8% | 46,693 | $3.8M |
| Shelton Wealth Management, LLC | 1.49% | Reduce -4.1% | 46,292 | $3.8M |
| PCA Investment Advisory Services Inc. | 1.04% | Add +0.1% | 46,088 | $3.7M |
| Keystone Financial Group | 0.22% | Add +10.6% | 45,782 | $3.7M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -8.6% | 45,709 | $3.7M |
| TD Capital Management LLC | 0.30% | Add +17.6% | 45,458 | $3.7M |
| APS Management Group, Inc. | 2.80% | Reduce -1.4% | 44,894 | $3.6M |
| Continuum Advisory, LLC | 0.29% | Add +89.2% | 44,426 | $3.6M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +41.0% | 43,636 | $3.5M |
| Keating Financial Advisory Services, Inc. | 0.46% | Add +11.0% | 43,550 | $3.5M |
| Cary Street Partners Financial LLC | 0.08% | Add +10.8% | 43,493 | $3.5M |
| SFG Wealth Management, LLC. | 1.26% | Reduce -3.7% | 43,178 | $3.5M |
| Apollon Financial, LLC | 0.41% | Reduce -0.1% | 42,350 | $3.4M |
| TCFG Investment Advisors, LLC | 1.13% | Reduce -0.1% | 41,321 | $3.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.37% | Reduce -2.2% | 41,279 | $3.3M |
| Private Trust Co. NA | 0.26% | Reduce -2.3% | 40,840 | $3.3M |
| Centaurus Financial, Inc. | 0.13% | Add +71.5% | 39,688 | $3.2M |
| Cedrus Wealth Group LLC | 2.80% | Reduce -17.7% | 39,581 | $3.2M |
| Sun Financial Inc | 1.51% | Reduce -1.0% | 38,401 | $3.2M |
| Atlas Wealth LLC | 0.51% | Reduce 0.0% | 39,020 | $3.2M |
| Perissos Private Wealth Management, LLC | 2.14% | Add +18.1% | 39,003 | $3.2M |
| Wagner Wealth Management, Corp | 2.55% | Add +4.3% | 38,955 | $3.2M |
| Benson Wealth Management INC | 3.17% | Reduce -5.0% | 38,892 | $3.2M |
| Legacy Wealth Managment, LLC | 1.30% | Add +15.1% | 38,798 | $3.1M |
| Rehmann Capital Advisory Group | 0.14% | Add +43.3% | 35,052 | $3.1M |
| Lanark Financial, Inc. | 0.21% | Reduce -2.1% | 37,844 | $3.1M |
| Synergy Asset Management, LLC | 0.29% | New | 37,752 | $3.1M |
| Davis Investment Partners, LLC | 0.93% | Reduce -0.5% | 37,694 | $3.1M |
| Platform Technology Partners | 0.50% | Add +18.3% | 37,453 | $3.0M |
| Twin Peaks Wealth Advisors, LLC | 0.68% | Add +1.8% | 37,238 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.5% | 37,113 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -2.4% | 36,865 | $3.0M |
| Balefire, LLC | 0.49% | Reduce -8.2% | 36,818 | $3.0M |
| ProVise Management Group, LLC | 0.20% | Add +8.9% | 36,711 | $3.0M |
| Opinicus Capital, Inc. | 1.59% | Add +95.9% | 36,620 | $3.0M |
| Advisory Alpha, LLC | 0.07% | Reduce -7.6% | 36,103 | $2.9M |
| Wealth Effects LLC | 0.78% | Add +0.3% | 35,784 | $2.9M |
| Beacon Financial Advisory LLC | 0.57% | Add +14.1% | 35,571 | $2.9M |
| Catalyst Investment Management LLC | 2.58% | Add +16.3% | 35,071 | $2.8M |
| Concorde Asset Management, LLC | 1.63% | Reduce -6.5% | 34,831 | $2.8M |
| EdgeRock Capital LLC | 0.64% | Add +2.7% | 34,789 | $2.8M |
| Certuity, LLC | 0.14% | Add +2.6% | 34,362 | $2.8M |
| Advisory Services Network, LLC | 0.03% | Add +25.4% | 34,035 | $2.8M |
| AQR Capital Management | 0.00% | Add +19.6% | 33,944 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.1% | 33,063 | $2.7M |
| Genesee Capital Advisors, LLC | 0.84% | Reduce -57.5% | 32,943 | $2.7M |
| Barrett & Company, Inc. | 0.74% | Reduce -0.1% | 32,694 | $2.7M |
| MTM Investment Management, LLC | 0.75% | Add +0.4% | 32,305 | $2.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +7.3% | 31,646 | $2.6M |
| Darwin Wealth Management, LLC | 0.70% | Add +2.4% | 31,546 | $2.6M |
| Winebrenner Capital Management LLC | 1.55% | Add +6.8% | 31,410 | $2.5M |
| Family Manage LLC | 0.27% | Add +5.2% | 31,385 | $2.5M |
| Foresight Capital Management Advisors, Inc. | 1.22% | Reduce -1.7% | 31,048 | $2.5M |
| Copper Harbor Investment Advisors, LLC | 0.53% | — | 30,834 | $2.5M |
| Cypress Wealth Services, LLC | 0.31% | Reduce -13.3% | 30,792 | $2.5M |
| Dagco, Inc. | 0.46% | Add +7.2% | 30,680 | $2.5M |
| Centerpoint Advisory Group | 1.57% | Reduce -1.2% | 30,611 | $2.5M |
| 17 Capital Partners, LLC | 1.12% | Add +6.0% | 30,518 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +2.5% | 29,961 | $2.4M |
| AdvisorNet Financial, Inc | 0.11% | Add +0.1% | 29,778 | $2.4M |
| Holistic Financial Partners | 1.47% | Reduce -50.8% | 29,758 | $2.4M |
| Uptick Partners, LLC | 0.37% | Add +14.7% | 29,556 | $2.4M |
| Lynch & Associates | 0.42% | Add +13.4% | 29,441 | $2.4M |
| Sequent Planning LLC | 0.51% | Reduce -16.6% | 29,395 | $2.4M |
| Intrua Financial, LLC | 0.22% | Add +6.3% | 29,284 | $2.4M |
| Savvy Advisors, Inc. | 0.05% | Add +1.7% | 29,146 | $2.4M |
| Apollon Wealth Management, LLC | 0.03% | Add +13.2% | 28,964 | $2.3M |
| WPG Advisers, LLC | 1.38% | Add +28.0% | 28,875 | $2.3M |
| Brown Advisory Inc. | 0.00% | No change | 28,761 | $2.3M |
| Serenity Investment Advisors | 0.97% | Add +34.1% | 28,004 | $2.3M |
| First Trust Advisors LP | 0.00% | Add +16.5% | 27,915 | $2.3M |
| Owen LaRue, LLC | 0.78% | Add +36.8% | 27,768 | $2.3M |
| True Blue Financial, LLC | 0.95% | Add +19.5% | 27,751 | $2.2M |
| Medallion Wealth Advisors, LLC | 0.71% | Add +0.3% | 27,696 | $2.2M |
| Everest Financial Group LLC | 0.30% | Reduce -0.7% | 27,570 | $2.2M |
| Rhodes Investment Advisors Inc. | 1.64% | Add +4.3% | 27,504 | $2.2M |
| American Financial Advisors, LLC | 0.27% | Reduce -1.0% | 27,399 | $2.2M |
| Precedent Wealth Partners, LLC | 0.37% | Add +72.8% | 27,097 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 1.64% | Reduce -6.7% | 28,938 | $2.2M |
| HUB Investment Partners, LLC | 0.04% | New | 26,940 | $2.2M |
| Pinnacle Family Advisors, LLC | 0.91% | Reduce -10.8% | 26,861 | $2.2M |
| ORBA Wealth Advisors, L.L.C. | 1.86% | Reduce -14.0% | 26,824 | $2.2M |
| OneAscent Financial Services LLC | 0.10% | Reduce -5.0% | 26,819 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.0% | 26,685 | $2.2M |
| National Wealth Management Group, LLC | 0.66% | Reduce -4.1% | 26,415 | $2.1M |
| L & S Advisors Inc | 0.22% | Add +0.8% | 26,145 | $2.1M |
| Ellsworth Advisors, LLC | 0.35% | Add +0.4% | 26,353 | $2.1M |
| Triton Wealth Management, PLLC | 0.65% | Reduce -3.5% | 26,786 | $2.1M |
| Southern Financial Group, LLC | 0.52% | Add +11.6% | 25,284 | $2.0M |
| Keystone Wealth Services, LLC | 0.38% | Reduce -6.9% | 25,274 | $2.0M |
| MAI Capital Management | 0.01% | Add +26.3% | 24,963 | $2.0M |
| GTS Securities LLC | 0.04% | New | 24,894 | $2.0M |
| Strategic Blueprint, LLC | 0.10% | Add +2.2% | 24,875 | $2.0M |
| Pitti Group Wealth Management, LLC | 1.46% | Add +0.1% | 24,800 | $2.0M |
| Topsail Wealth Management, LLC | 0.25% | Add +1.9% | 24,433 | $2.0M |
| Prism Advisors, Inc. | 0.48% | Add +0.4% | 24,194 | $2.0M |
| Appalachian Capital Management Ltd | 1.41% | Add +2.3% | 24,049 | $1.9M |
| Grantvest Financial Group LLC | 1.11% | Add +1.8% | 23,741 | $1.9M |
| XTX Topco Ltd | 0.02% | New | 23,437 | $1.9M |
| Prosperity Consulting Group, LLC | 0.07% | Add +18.6% | 22,475 | $1.8M |
| Element Wealth, LLC | 0.68% | Reduce -9.5% | 22,443 | $1.8M |
| Morey & Quinn Wealth Partners, LLC | 1.16% | Reduce -0.3% | 22,206 | $1.8M |
| QRG Capital Management, Inc. | 0.01% | Add +326.8% | 22,155 | $1.8M |
| Boyer Financial Services, Inc. | 1.52% | Reduce -1.2% | 22,398 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +82.1% | 22,049 | $1.8M |
| Regatta Capital Group, LLC | 0.24% | Add +1.6% | 21,875 | $1.8M |
| Worthington Financial Partners, LLC | 1.46% | Add +2.1% | 21,733 | $1.8M |
| Aurora Private Wealth, Inc. | 1.12% | Add +8.3% | 21,691 | $1.8M |
| Fiduciary Financial Advisors | 0.17% | New | 20,857 | $1.7M |
| Novem Group | 0.17% | Reduce -1.5% | 20,668 | $1.7M |
| Quad-Cities Investment Group, LLC | 0.60% | Reduce -0.6% | 20,498 | $1.7M |
| Bank of Montreal | 0.00% | Add +4.5% | 20,144 | $1.6M |
| Kaydan Wealth Management, Inc. | 0.50% | Add +2.4% | 20,078 | $1.6M |
| Flynn Zito Capital Management, LLC | 0.44% | Add +3.9% | 19,870 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.15% | Reduce -87.6% | 19,846 | $1.6M |
| Cahill Financial Advisors Inc. | 0.15% | Add +14.4% | 19,654 | $1.6M |
| Synergy Investment Management, LLC | 0.38% | Add +24.4% | 19,594 | $1.6M |
| Walker Asset Management, LLC | 0.80% | No change | 19,500 | $1.6M |
| Valeo Financial Advisors, LLC | 0.03% | Add +8.5% | 19,219 | $1.6M |
| Afg Fiduciary Services Limited Partnership | 1.22% | Reduce -0.3% | 19,317 | $1.5M |
| Wealth Watch Advisors, INC | 0.48% | Add +67.3% | 18,279 | $1.5M |
| RiverTree Advisors, LLC | 0.87% | Reduce -22.5% | 18,242 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.9% | 18,059 | $1.5M |
| Family Capital Management, Inc. | 0.56% | No change | 17,887 | $1.4M |
| San Luis Wealth Advisors LLC | 0.21% | Reduce -0.9% | 17,495 | $1.4M |
| Capital Analysts, LLC | 0.03% | Reduce -2.3% | 17,384 | $1.4M |
| Sequent Asset Management, LLC | 0.59% | Add +25.7% | 17,335 | $1.4M |
| Elevated Capital Advisors, LLC | 0.39% | Reduce -1.5% | 17,332 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +3.8% | 17,231 | $1.4M |
| Victory Financial Group, LLC | 0.15% | Reduce -3.6% | 17,087 | $1.4M |
| Woodward Diversified Capital, LLC | 0.60% | Add +1.2% | 16,746 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.5% | 16,696 | $1.4M |
| PMG Wealth Management, Inc. | 0.83% | No change | 16,619 | $1.3M |
| Tranquility Partners, LLC | 0.46% | Add +0.1% | 16,560 | $1.3M |
| Blueprint Financial Advisors LLC | 0.15% | New | 16,539 | $1.3M |
| Blueprint Investment Partners LLC | 0.11% | New | 16,539 | $1.3M |
| Herold Advisors, Inc. | 0.26% | Reduce -1.1% | 16,543 | $1.3M |
| Wills Financial Group LLC | 0.49% | Add +4.0% | 16,483 | $1.3M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.0% | 16,746 | $1.3M |
| Root Financial Partners, LLC | 0.05% | Reduce -7.6% | 16,443 | $1.3M |
| Advocate Investing Services LLC | 1.02% | Add +38954.8% | 16,403 | $1.3M |
| Moment Partners, LLC | 0.24% | Reduce -7.1% | 16,337 | $1.3M |
| Cibc World Market Inc. | 0.00% | No change | 15,977 | $1.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.34% | Add +2.3% | 15,932 | $1.3M |
| Nicolet Bankshares Inc. | 0.04% | Add +431.7% | 16,000 | $1.3M |
| 1776 Wealth LLC | 0.45% | Add +14.0% | 15,818 | $1.3M |
| Nuveen, LLC | 0.00% | New | 15,784 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -2.1% | 15,771 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | Add +11.3% | 15,531 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Add +38.3% | 15,328 | $1.2M |
| Sowell Financial Services LLC | 0.04% | Add +64.0% | 15,260 | $1.2M |
| Tounjian Advisory Partners, LLC | 0.53% | New | 15,188 | $1.2M |
| Ameriflex Group, Inc. | 0.50% | Add +23.0% | 15,179 | $1.2M |
| First Horizon Corp. | 0.05% | Add +8.8% | 15,178 | $1.2M |
| Kapstone Financial Advisors LLC | 0.51% | Reduce -3.0% | 15,149 | $1.2M |
| Krilogy Financial LLC | 0.04% | Reduce -0.5% | 15,136 | $1.2M |
| Altus Wealth Group LLC | 0.44% | Reduce -32.1% | 15,100 | $1.2M |
| Moors & Cabot, Inc. | 0.05% | Add +17.5% | 15,089 | $1.2M |
| Integrity Financial Corp | 0.58% | Reduce -20.4% | 14,992 | $1.2M |
| Kinetic Wealth Investment Advisors LLC | 0.57% | — | 14,950 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.20% | Reduce -22.7% | 14,905 | $1.2M |
| Insigneo Advisory Services, LLC | 0.04% | Add +0.6% | 14,745 | $1.2M |
| Leigh Baldwin & Co., LLC | 0.64% | Reduce -1.6% | 14,695 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 14,456 | $1.2M |
| Panoramic Investment Advisors, LLC | 0.56% | Reduce -1.4% | 14,366 | $1.2M |
| Main Street Group, LTD | 0.29% | Reduce -3.8% | 14,339 | $1.2M |
| Prosperity Financial Group, Inc. | 0.36% | Add +31.7% | 14,203 | $1.2M |
| Mission Financial Group, LLC | 0.94% | — | 14,004 | $1.1M |
| Michels Family Financial, LLC | 0.73% | Add +3.5% | 13,991 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -70.6% | 13,930 | $1.1M |
| Waterfront Wealth Inc. | 0.17% | No change | 13,970 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -60.0% | 13,815 | $1.1M |
| Maridea Wealth Management LLC | 0.12% | Add +1.2% | 13,790 | $1.1M |
| Miramontes Capital, LLC | 0.35% | Reduce -9.2% | 13,716 | $1.1M |
| Confluence Wealth Services, Inc. | 0.03% | Reduce -4.9% | 13,523 | $1.1M |
| Trueblood Wealth Management, LLC | 0.38% | Reduce -0.2% | 13,291 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | No change | 13,271 | $1.1M |
| Keystone Financial Services, LLC | 0.64% | Reduce -1.9% | 13,242 | $1.1M |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.1% | 12,867 | $1.1M |
| Forefront Wealth Partners, LLC | 0.32% | Reduce -1.4% | 12,905 | $1.0M |
| Mission Wealth Management, LP | 0.01% | New | 12,859 | $1.0M |
| Prepared Retirement Institute LLC | 0.44% | Add +1.3% | 12,852 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +20.4% | 12,734 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +0.6% | 12,393 | $1.0M |
| Private Client Services, LLC | 0.26% | Add +1.8% | 12,343 | $1.0M |
| Independent Wealth Network Inc. | 0.25% | Add +4.8% | 12,254 | $993K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.3% | 12,134 | $984K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +8.3% | 12,114 | $982K |
| Rubicon Advisors, GP | 0.71% | Reduce -39.6% | 12,046 | $976K |
| Kingsbury Capital Investment Advisors LLC | 0.82% | Reduce -3.3% | 11,922 | $966K |
| KMT Wealth Management, LLC | 0.82% | New | 11,922 | $966K |
| Richmond Investment Services, LLC | 0.30% | Reduce -52.3% | 11,869 | $962K |
| Strategy Asset Managers LLC | 0.14% | No change | 11,617 | $942K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | No change | 11,593 | $940K |
| Beck Bode, LLC | 0.14% | Reduce -0.2% | 11,549 | $936K |
| Choreo, LLC | 0.01% | Add +4.1% | 11,458 | $929K |
| Nwam LLC | 0.05% | Add +23.0% | 11,308 | $917K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -6.9% | 11,110 | $901K |
| Regal Investment Advisors LLC | 0.05% | Add +90.5% | 10,938 | $887K |
| PFG Investments, LLC | 0.03% | Add +28.3% | 10,861 | $880K |
| BNP Paribas Financial Markets | 0.00% | New | 10,841 | $879K |
| Cerity Partners LLC | 0.00% | Add +16.2% | 10,796 | $875K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.5% | 10,720 | $869K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 10,710 | $868K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 10,690 | $867K |
| Advisortrust Partners, LLC | 0.30% | Add +1.3% | 10,644 | $863K |
| Beam Wealth Advisors, Inc. | 0.19% | New | 10,578 | $857K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.3% | 10,457 | $848K |
| DB&C Advisors, LLC | 0.92% | Reduce -0.9% | 10,446 | $847K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -9.9% | 10,201 | $827K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -1.9% | 10,150 | $823K |
| Citizens Financial Group Inc. | 0.01% | Reduce -4.4% | 10,094 | $818K |
| Cadent Capital Advisors, LLC | 0.17% | Reduce -7.5% | 10,046 | $814K |
| CoreCap Advisors, LLC | 0.02% | Add +367.6% | 9,984 | $809K |
| WealthBridge Capital Management, LLC | 0.16% | Reduce -0.1% | 9,829 | $797K |
| GK Wealth Management LLC | 0.48% | New | 9,809 | $795K |
| Alliance Wealth Advisors, LLC | 0.32% | No change | 9,735 | $789K |
| Warner Group LLC | 0.19% | Add +96.9% | 9,684 | $785K |
| Advisor Resource Council | 0.26% | Reduce -0.3% | 9,638 | $781K |
| XML Financial, LLC | 0.06% | No change | 9,606 | $779K |
| Simplicity Wealth,LLC | 0.03% | Add +3.9% | 9,158 | $742K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +26.1% | 9,124 | $740K |
| Nova Wealth Management, Inc. | 0.41% | Reduce -1.5% | 9,098 | $737K |
| Integrated Advisors Network LLC | 0.03% | Add +5.9% | 9,031 | $732K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.8% | 9,016 | $731K |
| Allie Family Office LLC | 0.27% | No change | 9,015 | $731K |
| Exit Wealth Advisors, LLC. | 0.33% | Reduce -23.6% | 8,971 | $727K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +3.6% | 8,949 | $725K |
| Greenwich Wealth Management LLC | 0.03% | No change | 8,891 | $721K |
| Park Square Financial Group, LLC | 6.50% | Reduce -27.4% | 8,882 | $720K |
| Gentry Private Wealth, LLC | 0.37% | Add +1.6% | 8,860 | $718K |
| Maseco LLP | 0.02% | No change | 8,858 | $718K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,850 | $713K |
| Diversify Wealth Management, LLC | 0.01% | Add +27.6% | 8,850 | $713K |
| Johnson Financial Group, LLC | 0.04% | No change | 8,719 | $707K |
| KERR FINANCIAL PLANNING Corp | 0.79% | Add +58.4% | 8,716 | $707K |
| Fortis Capital Advisors, LLC | 0.08% | Add +0.6% | 8,573 | $695K |
| Belpointe Asset Management LLC | 0.02% | Add +0.6% | 8,573 | $695K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +15.7% | 8,525 | $691K |
| Impact Partnership Wealth, LLC | 0.07% | Add +129.7% | 8,504 | $689K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Add +21.8% | 8,374 | $679K |
| WealthTrust Asset Management, LLC | 0.37% | Add +2.8% | 8,326 | $675K |
| Lighthouse Wealth Management Inc. | 0.42% | No change | 8,325 | $675K |
| Atlas Private Wealth Advisors | 0.15% | Reduce -9.1% | 8,278 | $671K |
| Maia Wealth LLC | 0.10% | Reduce -10.1% | 8,145 | $660K |
| Rossby Financial, LCC | 0.12% | Add +90.4% | 7,898 | $640K |
| Clark Asset Management, LLC | 0.05% | No change | 7,807 | $633K |
| Puff Wealth Management, LLC | 0.64% | — | 7,782 | $631K |
| Retirement Planning Group, LLC | 0.02% | Reduce -6.0% | 7,531 | $610K |
| Castleview Partners, LLC | 0.26% | Add +7.3% | 7,405 | $600K |
| Northwest Financial Advisors | 0.08% | Add +0.1% | 7,383 | $598K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 7,316 | $593K |
| McKinney Capital Management, LLC | 0.23% | Add +12.4% | 7,294 | $591K |
| MBE Wealth Management, LLC | 0.21% | Add +6.2% | 7,218 | $585K |
| Balance Wealth Partners LLC | 0.16% | Reduce -4.9% | 7,210 | $584K |
| Barometer Capital Management Inc. | 0.16% | New | 7,200 | $584K |
| Cambridge Advisors Inc. | 0.10% | Add +10.6% | 7,107 | $576K |
| Acorn Wealth Advisors, LLC | 0.14% | Add +28.9% | 7,068 | $573K |
| Red Door Wealth Management, LLC | 0.05% | No change | 7,046 | $571K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +4.3% | 6,949 | $563K |
| Captrust Financial Advisors | 0.00% | Reduce -1.8% | 6,944 | $563K |
| Hofer & Associates. Inc | 0.27% | Add +5.2% | 6,934 | $562K |
| Valtinson Bruner Financial Planning LLC | 0.14% | New | 6,911 | $560K |
| Castle Rock Wealth Management, LLC | 0.11% | Add +3.0% | 6,917 | $557K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Reduce -2.2% | 6,799 | $551K |
| Realta Investment Advisors | 0.17% | Add +2.9% | 6,769 | $549K |
| Hazlett, Burt & Watson, Inc. | 0.14% | Reduce -8.1% | 6,738 | $545K |
| Delta Investment Management, LLC | 0.09% | Add +0.2% | 6,627 | $537K |
| GeoWealth Management, LLC | 0.02% | Add +2.4% | 6,614 | $536K |
| M.E. Allison & Co., Inc. | 0.31% | Add +129.0% | 6,561 | $532K |
| Keybank National Association | 0.00% | New | 6,544 | $530K |
| Northwest Wealth Management, LLC | 0.07% | No change | 6,539 | $530K |
| Tempo Wealth, LLC | 0.08% | Add +102.5% | 6,425 | $521K |
| Hidden Cove Wealth Management, LLC | 0.28% | Reduce -4.2% | 6,367 | $516K |
| Laraway Financial Advisors Inc | 0.31% | Reduce -1.4% | 6,285 | $510K |
| Apeiron RIA LLC | 0.13% | Reduce -48.2% | 6,272 | $508K |
| RPS Advisory Solutions LLC | 0.33% | New | 6,189 | $502K |
| Equitable Trust Co. | 0.02% | No change | 6,120 | $496K |
| Evolution Wealth Management Inc. | 0.29% | No change | 6,107 | $495K |
| Pacific Sun Financial Corp | 0.20% | No change | 6,100 | $494K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -3.1% | 6,090 | $494K |
| Junk Investment Group, LLC | 0.22% | No change | 5,997 | $486K |
| BIP Wealth, LLC | 0.01% | Add +0.1% | 5,931 | $481K |
| Florida Financial Advisors, LLC | 0.08% | Add +8.3% | 5,785 | $469K |
| Viawealth, LLC | 0.24% | Add +95.8% | 5,767 | $467K |
| MPWM Advisory Solutions, LLC | 0.21% | Add +3.8% | 5,724 | $464K |
| MSH Capital Advisors LLC | 0.08% | New | 5,634 | $457K |
| Gotham Asset Management | 0.00% | Reduce -83.9% | 5,613 | $455K |
| Old Port Advisors | 0.09% | No change | 5,549 | $450K |
| Capital Square, LLC | 0.20% | Add +12.4% | 5,547 | $445K |
| Bar Harbor Wealth Management | 0.02% | Reduce -1.7% | 5,495 | $445K |
| Brighton Jones LLC | 0.01% | Add +16.8% | 5,484 | $445K |
| GAMMA Investing LLC | 0.02% | No change | 5,474 | $444K |
| Quest Investment Management LLC | 0.05% | Add +3.0% | 5,449 | $442K |
| SHP Wealth Management | 0.03% | Add +2.2% | 5,428 | $440K |
| Aspire Capital Advisors LLC | 0.08% | Add +0.3% | 5,332 | $432K |
| Avantra Family Wealth, Inc. | 0.27% | Add +1.6% | 5,192 | $421K |
| FWG Holdings, LLC | 0.14% | Reduce -17.8% | 5,148 | $412K |
| Elevated Financial Group LLC | 0.11% | Reduce -23.4% | 5,004 | $406K |
| Global View Capital Management LLC | 0.08% | Add +23.8% | 5,002 | $405K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +10.7% | 4,946 | $401K |
| Sacks & Associates, LLC | 0.27% | No change | 4,941 | $401K |
| Advyzon Investment Management, LLC | 0.03% | New | 4,897 | $397K |
| Headlands Technologies LLC | 0.04% | New | 4,885 | $396K |
| Goldstein Advisors, LLC | 0.04% | No change | 4,869 | $395K |
| Register Financial Advisors LLC | 0.12% | Add +0.0% | 4,851 | $393K |
| Xcel Wealth Management, LLC | 0.10% | No change | 4,845 | $393K |
| Vaquero Private Wealth, Ltd. | 0.08% | — | 4,838 | $392K |
| Millstone Evans Group, LLC | 0.21% | Reduce -30.7% | 4,823 | $391K |
| Sovran Advisors, LLC | 0.03% | Reduce -15.5% | 4,781 | $387K |
| Tucker Asset Management LLC | 0.10% | Add +4.6% | 4,769 | $387K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.0% | 4,769 | $387K |
| Clear Point Advisors Inc. | 0.34% | Add +4.6% | 4,738 | $384K |
| Alta Wealth Advisors LLC | 0.10% | Reduce -5.2% | 4,727 | $383K |
| Tortuga Wealth Management, Inc | 0.29% | Reduce -0.2% | 4,720 | $383K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -4.9% | 4,641 | $376K |
| KPP Advisory Services LLC | 0.05% | New | 4,595 | $372K |
| WealthPlan Investment Management, LLC | 0.02% | Add +0.0% | 4,567 | $370K |
| Quadrant Capital Group LLC | 0.01% | No change | 4,550 | $369K |
| BankPlus Trust Department | 0.08% | Add +6.8% | 4,469 | $362K |
| Frisch Financial Group, Inc. | 0.06% | Add +0.1% | 4,463 | $362K |
| GoalVest Advisory LLC | 0.07% | Add +2.8% | 4,461 | $362K |
| Seven Mile Advisory | 0.24% | New | 4,456 | $361K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -0.5% | 4,451 | $361K |
| Kestra Investment Management, LLC | 0.01% | Reduce -44.1% | 4,450 | $361K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,441 | $360K |
| Whelan Financial | 0.10% | No change | 4,400 | $357K |
| Kraft, Davis & Associates, LLC | 0.07% | No change | 4,495 | $354K |
| Gilpin Wealth Management, LLC | 0.24% | Add +2.9% | 4,341 | $352K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.1% | 4,341 | $352K |
| Zullo Investment Group, Inc. | 0.12% | Reduce -26.7% | 4,305 | $349K |
| Adelphi Trust Co | 0.23% | No change | 4,303 | $349K |
| Advisors Capital Management, LLC | 0.00% | Reduce -13.2% | 4,215 | $342K |
| Compound Planning, Inc. | 0.01% | Add +3.6% | 4,209 | $341K |
| Archer Investment Corp | 0.07% | Add +184.1% | 4,202 | $341K |
| Three Magnolias Financial Advisors, LLC | 0.19% | Reduce -2.3% | 4,185 | $339K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -30.6% | 4,150 | $336K |
| Fee-Only Financial Planning, L.C. | 0.18% | No change | 4,135 | $335K |
| Aft, Forsyth & Company, Inc. | 0.16% | Add +0.0% | 4,113 | $333K |
| Tempus Wealth Planning, LLC | 0.07% | Add +9.3% | 4,105 | $333K |
| SkyOak Wealth, LLC | 0.05% | Add +0.1% | 4,098 | $332K |
| Revisor Wealth Management LLC | 0.08% | New | 4,060 | $329K |
| Keel Point, LLC | 0.02% | New | 4,035 | $327K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 4,003 | $324K |
| OakTrust Wealth Advisors, LLC | 0.28% | Add +0.1% | 3,995 | $324K |
| Members Wealth LLC | 0.17% | Add +0.0% | 3,913 | $317K |
| Formidable Asset Management, LLC | 0.05% | No change | 4,637 | $317K |
| QTR Family Wealth, LLC | 0.11% | Reduce -2.2% | 3,852 | $312K |
| Fiduciary Trust Co | 0.00% | No change | 3,817 | $309K |
| Buck Wealth Strategies, LLC | 0.03% | New | 3,710 | $301K |
| Cresta Advisors, Ltd. | 0.11% | No change | 3,700 | $300K |
| GLR Partners, LLC | 0.14% | Reduce -32.7% | 3,699 | $300K |
| Franklin Resources Inc. | 0.00% | New | 3,691 | $299K |
| Marino, Stram & Associates LLC | 0.05% | New | 3,691 | $299K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 3,606 | $292K |
| World Equity Group, Inc. | 0.07% | Reduce -9.6% | 3,589 | $291K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,575 | $290K |
| Power Wealth Management LLC | 0.10% | No change | 3,574 | $290K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 3,556 | $288K |
| Manhattan West Asset Management, LLC | 0.05% | New | 3,556 | $288K |
| Matauro, LLC | 0.04% | Add +0.2% | 3,539 | $287K |
| BlackRock, Inc. | 0.00% | Add +0.8% | 3,507 | $284K |
| Westside Investment Management, Inc. | 0.04% | Reduce -5.4% | 3,500 | $284K |
| Hershey Financial Advisers, LLC | 0.20% | New | 3,415 | $277K |
| Trexquant Investment LP | 0.00% | Reduce -3.9% | 3,396 | $275K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +282.8% | 3,388 | $275K |
| Prospect Financial Services LLC | 0.14% | New | 3,362 | $273K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.0% | 3,360 | $272K |
| Lido Advisors, LLC | 0.00% | Reduce -10.0% | 3,354 | $272K |
| Dash Acquisitions Inc. | 0.05% | No change | 3,199 | $267K |
| Fisher Asset Management | 0.00% | Reduce -3.9% | 3,268 | $265K |
| Flaharty Asset Management, LLC | 0.38% | Reduce -93.6% | 3,298 | $264K |
| Seeds Investor LLC | 0.03% | Add +0.2% | 3,238 | $262K |
| J. Derek Lewis & Associates Inc. | 0.05% | No change | 3,182 | $258K |
| Langley Wealth Management, LLC | 0.25% | — | 3,137 | $254K |
| Hantz Financial Services, Inc. | 0.00% | No change | 3,116 | $253K |
| Strategic Planning Group, LLC | 0.03% | Add +0.1% | 3,092 | $251K |
| Basepoint Wealth LLC | 0.14% | Reduce -3.8% | 3,066 | $248K |
| Compass Capital Corp. /Ma/ | 0.08% | No change | 2,939 | $245K |
| Compass Financial Management LLC | 0.03% | — | 3,005 | $244K |
| Facet Wealth, Inc. | 0.00% | Reduce -48.0% | 2,993 | $243K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -30.6% | 2,968 | $241K |
| Element Pointe Advisors, LLC | 0.04% | No change | 2,963 | $240K |
| Kennedy Investment Group, Inc. | 0.08% | Reduce -4.8% | 2,933 | $238K |
| Selby Wealth Management, LLC | 0.08% | Reduce -18.0% | 2,868 | $232K |
| Jacobi Capital Management LLC | 0.01% | New | 2,847 | $231K |
| R2 Capital Strategies, LLC | 0.10% | — | 2,839 | $230K |
| Lifeworks Advisors, LLC | 0.02% | New | 2,805 | $227K |
| Lantern Wealth Advisors, LLC | 0.10% | New | 2,793 | $226K |
| MOR Wealth Management, LLC | 0.09% | New | 2,786 | $226K |
| Hudock, Inc. | 0.03% | New | 2,754 | $223K |
| Financial Advisors Network, Inc. | 0.03% | New | 2,741 | $222K |
| NBT Bank, N.A. | 0.01% | Reduce -77.7% | 2,741 | $222K |
| NFSG Corp | 0.03% | Add +18.4% | 2,712 | $220K |
| American Institute for Advanced Investment Management, LLP | 0.13% | New | 2,676 | $217K |
| Purkiss Capital Advisors LLC | 0.08% | New | 2,675 | $217K |
| NorthRock Partners, LLC | 0.00% | New | 2,675 | $217K |
| Vigil Wealth Management, LLC | 0.15% | New | 2,646 | $214K |
| TRUE Private Wealth Advisors | 0.02% | New | 2,629 | $213K |
| Patten Group, Inc. | 0.03% | New | 2,624 | $213K |
| Semus Wealth Partners LLC | 0.10% | New | 2,602 | $211K |
| Two Sigma Investments, LP | 0.00% | Reduce -99.7% | 2,600 | $211K |
| Hilltop Holdings Inc. | 0.02% | New | 2,591 | $210K |
| Faithward Advisors, LLC | 0.03% | New | 2,587 | $210K |
| Arrowroot Family Office, LLC | 0.06% | New | 2,578 | $209K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.0% | 2,559 | $207K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 2,558 | $207K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 2,505 | $203K |
| Citadel Advisors | 0.00% | Reduce -41.8% | 2,501 | $203K |
| Composition Wealth, LLC | 0.00% | New | 2,501 | $203K |
| Purewater Capital LLC | 0.15% | New | 2,500 | $203K |
| Ascent Group, LLC | 0.01% | New | 2,480 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -83.8% | 2,411 | $195K |
| Smithfield Trust Co | 0.01% | No change | 2,383 | $192K |
| IMA Advisory Services, Inc. | 0.01% | No change | 2,324 | $188K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,295 | $186K |
| Coston, McIsaac & Partners | 0.04% | Add +0.0% | 2,287 | $185K |
| Vanguard Advisers Inc. | 0.00% | Add +122.3% | 2,227 | $180K |
| Park Place Capital Corp | 0.03% | No change | 2,190 | $178K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,130 | $173K |
| Bayban | 0.12% | No change | 2,000 | $162K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 1,926 | $156K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.0% | 1,767 | $143K |
| Regatta Research & Money Management | 0.13% | — | 1,757 | $142K |
| Bullseye Investment Management, LLC | 0.07% | No change | 1,700 | $138K |
| Key Financial Inc | 0.02% | Add +13.0% | 1,647 | $134K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | New | 1,628 | $132K |
| IAG Wealth Partners, LLC | 0.01% | Add +1.4% | 1,622 | $131K |
| Howe & Rusling Inc. | 0.01% | New | 1,537 | $125K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +0.2% | 1,438 | $117K |
| MCF Advisors LLC | 0.00% | Add +33.6% | 1,385 | $112K |
| Torren Management, LLC | 0.06% | Add +0.2% | 1,355 | $110K |
| Ancora Advisors LLC | 0.00% | Add +0.1% | 1,245 | $101K |
| Rothschild Investment LLC | 0.00% | Reduce -4.5% | 1,182 | $96K |
| CX Institutional | 0.00% | Add +0.2% | 1,152 | $93K |
| Signature Equity Partners, LLC | 0.04% | Add +56.8% | 1,124 | $91K |
| Nemes Rush Group LLC | 0.01% | No change | 1,100 | $89K |
| Bokf, NA | 0.00% | Reduce -16.3% | 1,083 | $88K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,067 | $86K |
| Mather Group, Llc. | 0.00% | No change | 1,065 | $86K |
| Holos Integrated Wealth LLC | 0.04% | Reduce -0.7% | 1,076 | $86K |
| Johnson Financial Group, Inc. | 0.00% | Add +76.0% | 1,056 | $86K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -16.3% | 1,052 | $85K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,047 | $85K |
| Private Wealth Asset Management, LLC | 0.01% | Add +468.8% | 1,001 | $81K |
| City State Bank | 0.02% | No change | 950 | $77K |
| Wiser Advisor Group LLC | 0.08% | Add +0.2% | 925 | $75K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 895 | $73K |
| Wolff Wiese Magana LLC | 0.03% | Add +3.0% | 880 | $71K |
| Walsh & Associates, LLC | 0.05% | No change | 807 | $65K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -2.3% | 738 | $60K |
| POM Investment Strategies, LLC | 0.07% | Reduce -3.8% | 736 | $60K |
| Navigoe, LLC | 0.03% | New | 737 | $59K |
| St Germain D J Co. Inc. | 0.00% | No change | 725 | $59K |
| Innovative Asset Advisors Group, LLC | 0.02% | Add +13.0% | 697 | $57K |
| Hilltop National Bank | 0.01% | No change | 697 | $56K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +4.6% | 687 | $56K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 674 | $55K |
| Ankerstar Wealth, LLC | 0.04% | No change | 628 | $51K |
| REAP Financial Group, LLC | 0.01% | Add +0.2% | 603 | $49K |
| Crewe Advisors LLC | 0.00% | Reduce -20.7% | 598 | $48K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.2% | 574 | $47K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 567 | $46K |
| Avion Wealth | 0.01% | New | 525 | $42K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -4.7% | 503 | $41K |
| Front Row Advisors LLC | 0.01% | New | 469 | $39K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Add +0.2% | 477 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 425 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 418 | $34K |
| Gill Capital Partners, LLC | 0.01% | No change | 412 | $33K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 405 | $33K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 402 | $33K |
| Aspect Partners, LLC | 0.01% | New | 384 | $31K |
| Financial Perspectives, Inc | 0.01% | No change | 375 | $30K |
| Decker Retirement Planning Inc. | 0.01% | New | 374 | $30K |
| EPG Wealth Management LLC | 0.01% | No change | 336 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Add +12.5% | 316 | $26K |
| Birchbrook, Inc. | 0.01% | New | 300 | $24K |
| Gables Capital Management Inc. | 0.01% | No change | 300 | $24K |
| Jackson, Grant Investment Advisers, Inc. | 0.01% | No change | 300 | $24K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | Reduce -5.0% | 285 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | New | 280 | $23K |
| Bare Financial Services, Inc | 0.01% | No change | 279 | $23K |
| Silver Grove Financial Group, Inc. | 0.01% | Reduce -48.1% | 259 | $21K |
| Gen-Wealth Partners Inc | 0.01% | No change | 244 | $20K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 240 | $19K |
| Tompkins Financial Corp. | 0.00% | No change | 240 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 233 | $19K |
| Key Capital Management, INC | 0.01% | Add +60.4% | 231 | $19K |
| Oakworth Capital, Inc. | 0.00% | New | 200 | $16K |
| Caitlin John, LLC | 0.01% | No change | 192 | $16K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 189 | $15K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 182 | $15K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -81.9% | 166 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 150 | $12K |
| Flagship Wealth Advisors, LLC | 0.00% | Add +115.2% | 142 | $12K |
| First Community Trust NA | 0.00% | No change | 134 | $11K |
| Bfsg, LLC | 0.00% | Reduce -50.0% | 130 | $11K |
| Collier Financial | 0.01% | Reduce -79.0% | 127 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 121 | $10K |
| Colonial Trust Co / SC | 0.00% | No change | 120 | $10K |
| National Bank of Canada | 0.00% | No change | 106 | $8K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 99 | $8K |
| Valued Wealth Advisors LLC | 0.00% | Add +1.1% | 95 | $8K |
| Blue Trust, Inc. | 0.00% | Add +102.4% | 85 | $7K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 77 | $6K |
| Trust Co. of Vermont | 0.00% | — | 75 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -81.4% | 79 | $6K |
| Costello Asset Management, INC | 0.00% | New | 68 | $6K |
| Imprint Wealth LLC | 0.02% | New | 51 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 42 | $3K |
| Alerus Financial NA | 0.00% | No change | 37 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 32 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 25 | $2K |
| Signaturefd, LLC | 0.00% | Add +633.3% | 22 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 18 | $1K |
| Trust Co | 0.00% | New | 17 | $1K |
| Coppell Advisory Solutions LLC | 0.00% | New | 99,995 | $1K |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $892 |
| HHM Wealth Advisors, LLC | 0.00% | New | 4 | $325 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3 | $243 |
"% of holder's portfolio" is RDVY's weight in each manager's 13F, not the share of First Trust Rising Dividend the manager owns.