SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2024 (March 31)1,111holders
6famous investors
$131.12avg. 13F price*
At the end of Q1 2024, 1,111 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($627.7M) and LPL Financial LLC ($386.6M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $71.8M |
| Exits | 66 | $105.3M |
Ownership 1,111 holders
| Bank of America Corp. | 0.10% | Reduce -6.6% | 8,054,146 | $1.1B |
| Morgan Stanley | 0.05% | Reduce -4.0% | 4,782,735 | $627.7M |
| LPL Financial LLC | 0.21% | Reduce -4.1% | 2,945,375 | $386.6M |
| Royal Bank of Canada | 0.08% | Reduce -3.7% | 2,503,686 | $328.6M |
| Joel Isaacson & Co., LLC | 17.18% | Add +0.6% | 2,387,293 | $313.3M |
| Raymond James & Associates | 0.20% | Reduce -1.3% | 2,301,496 | $302.0M |
| Ameriprise Financial Inc. | 0.08% | Reduce -6.7% | 2,145,418 | $281.8M |
| Wells Fargo & Company | 0.07% | Reduce -0.9% | 1,885,433 | $247.4M |
| UBS Group AG | 0.08% | Reduce -8.6% | 1,823,061 | $239.3M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -1.0% | 1,343,493 | $176.3M |
| Richard Bernstein Advisors LLC | 3.78% | Reduce -2.5% | 1,341,291 | $176.0M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -4.5% | 1,174,828 | $154.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -9.0% | 1,168,365 | $153.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -51.8% | 1,118,704 | $146.8M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -3.1% | 1,080,693 | $141.8M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -3.7% | 982,908 | $129.0M |
| Truist Financial Corp. | 0.19% | Reduce -7.7% | 976,684 | $128.2M |
| Pathstone Holdings, LLC | 0.48% | Add +3.1% | 782,244 | $102.7M |
| 1ST Source Bank | 5.80% | Reduce -12.2% | 760,858 | $99.9M |
| Destination Wealth Management | 3.06% | Add +1.6% | 701,537 | $92.1M |
| Cetera Investment Advisers | 0.21% | Add +283.2% | 688,750 | $90.4M |
| Capital Investment Advisors, LLC | 1.72% | Reduce -3.2% | 563,851 | $74.0M |
| Osaic Holdings, Inc. | 0.16% | Reduce -2.3% | 541,936 | $71.1M |
| MAI Capital Management | 0.72% | Add +1.4% | 527,434 | $69.2M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 516,518 | $67.8M |
| HighTower Advisors, LLC | 0.11% | Reduce -4.1% | 508,803 | $66.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.5% | 462,076 | $60.6M |
| Creative Planning | 0.07% | Reduce -9.2% | 456,776 | $59.9M |
| MML Investors Services, LLC | 0.25% | Reduce -0.4% | 454,649 | $59.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.0% | 418,447 | $54.9M |
| Legacy Financial Group LLC | 10.46% | Add +1574.9% | 393,594 | $51.7M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -5.2% | 372,692 | $48.9M |
| Elk River Wealth Management LLC | 9.68% | Reduce -10.8% | 362,805 | $47.6M |
| Moneta Group Investment Advisors LLC | 0.74% | Add +9.1% | 346,116 | $45.4M |
| J.Safra Asset Management Corp | 4.94% | Add +4.8% | 332,300 | $43.6M |
| Linscomb Wealth, Inc. | 2.09% | Reduce -3.5% | 309,191 | $40.6M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -1.2% | 297,943 | $39.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.87% | New | 283,410 | $37.2M |
| Orion Porfolio Solutions, LLC | 0.40% | Reduce -6.8% | 282,470 | $37.1M |
| Orion Portfolio Solutions, LLC | 0.40% | Reduce -6.8% | 282,470 | $37.1M |
| O'Dell Group, LLC | 8.76% | Reduce -3.0% | 272,349 | $35.7M |
| Marino, Stram & Associates LLC | 8.30% | Reduce -1.9% | 266,961 | $35.0M |
| Clearstead Advisors, LLC | 1.59% | Reduce -1.7% | 244,989 | $32.2M |
| Graves Light Lenhart Wealth, Inc. | 3.60% | Reduce -1.0% | 236,758 | $31.1M |
| Baird Financial Group, Inc. | 0.06% | Add +1.8% | 235,065 | $30.8M |
| Bank of Montreal | 0.01% | Reduce -5.8% | 229,273 | $30.2M |
| Wolff Financial Management LLC | 8.40% | Add +1.5% | 219,566 | $28.8M |
| Mariner, LLC | 0.06% | Reduce -3.4% | 215,626 | $28.3M |
| Klingman & Associates, LLC | 1.99% | Reduce -0.2% | 210,687 | $27.7M |
| Stifel Financial Corp. | 0.03% | Add +0.6% | 207,427 | $27.2M |
| Scotia Capital Inc. | 0.16% | Reduce -0.5% | 204,948 | $26.9M |
| Flaharty Asset Management, LLC | 3.92% | Add +14.8% | 201,018 | $26.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.8% | 194,011 | $25.5M |
| NWF Advisory Services Inc. | 3.94% | Add +1.5% | 179,631 | $23.6M |
| Jackson, Grant Investment Advisers, Inc. | 9.44% | Add +9.5% | 175,502 | $23.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -10.8% | 169,140 | $22.2M |
| Hyperion Partners, LLC | 16.21% | Add +3.3% | 168,621 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.79% | Reduce -1.6% | 163,309 | $21.4M |
| UMB Bank, n.a. | 0.33% | Reduce -14.0% | 157,911 | $20.7M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -14.4% | 149,599 | $19.6M |
| Captrust Financial Advisors | 0.07% | Reduce -30.0% | 144,756 | $19.0M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +2.1% | 144,311 | $18.9M |
| Private Advisor Group, LLC | 0.13% | Reduce -3.9% | 142,367 | $18.7M |
| TD Private Client Wealth LLC | 0.59% | Reduce -6.5% | 137,549 | $18.1M |
| Comerica Bank | 0.08% | Reduce -4.8% | 137,326 | $18.0M |
| Atria Wealth Solutions, Inc. | 0.19% | Reduce -0.9% | 130,651 | $17.1M |
| Baltimore-Washington Financial Advisors, Inc. | 1.09% | Add +9.8% | 130,408 | $17.1M |
| Prosperity Consulting Group, LLC | 2.13% | Add +144.5% | 129,121 | $16.9M |
| Bokf, NA | 0.29% | Reduce -2.7% | 122,728 | $16.0M |
| Cwm, LLC | 0.08% | Add +104.8% | 118,784 | $15.6M |
| CRA Financial Services, LLC | 3.33% | Reduce -1.1% | 116,765 | $15.3M |
| Associated Banc-Corp | 0.48% | Reduce -0.8% | 115,915 | $15.2M |
| Financial Counselors Inc. | 0.25% | Reduce -6.1% | 115,276 | $15.1M |
| National Bank of Canada | 0.03% | Add +136.0% | 110,641 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 7.32% | Reduce -2.0% | 110,242 | $14.5M |
| ProVise Management Group, LLC | 1.23% | Reduce -34.6% | 108,497 | $14.2M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -2.2% | 106,472 | $14.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.29% | Reduce -4.5% | 105,653 | $13.9M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -43.5% | 101,012 | $13.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 100,417 | $13.2M |
| HB Wealth Management, LLC | 0.16% | Reduce -0.7% | 98,921 | $13.0M |
| Cibc World Market Inc. | 0.03% | Add +0.8% | 98,907 | $13.0M |
| Sard Wealth Management Group, LLC | 11.70% | Add +0.5% | 98,670 | $12.9M |
| Equitable Holdings, Inc. | 0.14% | Add +7.0% | 97,819 | $12.8M |
| KCM Investment Advisors LLC | 0.47% | Reduce -2.7% | 97,161 | $12.8M |
| FMR LLC | 0.00% | Add +16.1% | 97,065 | $12.7M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +10.4% | 96,616 | $12.7M |
| NBT Bank, N.A. | 0.92% | Reduce -0.9% | 96,187 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.7% | 94,692 | $12.4M |
| Wesbanco Bank Inc. | 0.46% | Reduce -0.0% | 92,545 | $12.1M |
| Savant Capital, LLC | 0.14% | Reduce -2.1% | 91,706 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.30% | Reduce -1.5% | 89,667 | $11.8M |
| IHT Wealth Management, LLC | 0.45% | Reduce -36.4% | 85,591 | $11.2M |
| Regent Peak Wealth Advisors LLC | 2.82% | Reduce -12.0% | 84,594 | $11.1M |
| Sage Rhino Capital LLC | 2.62% | Add +1.1% | 84,522 | $11.1M |
| Salomon & Ludwin, LLC | 0.94% | Reduce -4.6% | 83,176 | $10.9M |
| US Bancorp \de | 0.02% | Reduce -12.2% | 82,821 | $10.9M |
| Ameritas Investment Partners, Inc. | 0.37% | Add +2.1% | 82,739 | $10.9M |
| AlTi Global, Inc. | 0.29% | Reduce -0.3% | 80,703 | $10.6M |
| Ironwood Wealth Management, Inc. | 5.55% | Add +1.4% | 83,084 | $10.6M |
| Focus Partners Wealth | 0.08% | Add +30.8% | 78,623 | $10.3M |
| Blair William & Co. | 0.03% | Reduce -5.0% | 78,385 | $10.3M |
| Corient Private Wealth LP | 0.02% | Reduce -14.3% | 75,632 | $9.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -6.7% | 73,335 | $9.6M |
| Neumann Capital Management, LLC | 3.39% | Add +1.3% | 72,506 | $9.5M |
| Destiny Wealth Partners, LLC | 1.68% | Add +0.0% | 71,375 | $9.4M |
| Wellspring Financial Advisors, LLC | 1.48% | Reduce -20.5% | 71,262 | $9.4M |
| Dynamic Advisor Solutions LLC | 0.31% | Reduce -4.0% | 70,514 | $9.3M |
| Apexium Financial, LP | 0.70% | Reduce -3.3% | 69,893 | $9.2M |
| Simmons Bank | 0.67% | Reduce -1.1% | 67,949 | $8.9M |
| First National Corp. /Ma/ | 2.19% | No change | 71,126 | $8.9M |
| Mission Wealth Management, LP | 0.24% | Reduce -0.8% | 67,706 | $8.9M |
| Altus Wealth Group LLC | 4.39% | Reduce -11.4% | 66,715 | $8.8M |
| 1832 Asset Management L.P. | 0.02% | Reduce -28.3% | 66,449 | $8.7M |
| CX Institutional | 0.42% | Reduce -1.8% | 65,972 | $8.7M |
| Moneco Advisors, LLC | 1.36% | Add +1.3% | 65,376 | $8.6M |
| Brown Advisory Inc. | 0.01% | Reduce -19.1% | 64,725 | $8.5M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +0.6% | 64,276 | $8.4M |
| Raymond James Trust N.A. | 0.20% | Reduce -4.8% | 64,065 | $8.4M |
| Albion Financial Group | 0.64% | Add +2.6% | 63,467 | $8.3M |
| Financial Advocates Investment Management | 0.48% | Reduce -3.4% | 63,396 | $8.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.19% | Reduce -0.3% | 61,966 | $8.1M |
| Citadel Advisors | 0.01% | Add +191.6% | 61,218 | $8.0M |
| Jones Financial Companies LLLP | 0.01% | Add +20.5% | 60,900 | $8.0M |
| Cerity Partners LLC | 0.02% | Reduce -24.6% | 60,709 | $8.0M |
| Smithfield Trust Co | 0.42% | Reduce -0.6% | 60,720 | $8.0M |
| Parcion Private Wealth LLC | 0.70% | Reduce -43.1% | 60,549 | $7.9M |
| Precedent Wealth Partners, LLC | 3.38% | Reduce -2.1% | 59,944 | $7.9M |
| Greenleaf Trust | 0.07% | Reduce -6.2% | 59,832 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 59,305 | $7.8M |
| American Money Management, LLC | 1.61% | Reduce -2.2% | 58,968 | $7.7M |
| Whitegate Investment Counselors, Inc. | 2.17% | Reduce -0.1% | 58,774 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -3.4% | 58,787 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +3.5% | 58,314 | $7.7M |
| Composition Wealth, LLC | 0.19% | Add +2949.5% | 56,964 | $7.5M |
| Aries Wealth Management | 2.37% | Add +1.9% | 56,132 | $7.4M |
| M&T Bank Corp | 0.03% | Reduce -8.7% | 55,666 | $7.3M |
| NorthRock Partners, LLC | 0.28% | Reduce -5.7% | 55,625 | $7.3M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -7.4% | 55,083 | $7.2M |
| Gunma Bank,Ltd. | 3.80% | New | 55,000 | $7.2M |
| Regions Financial Corp. | 0.05% | Reduce -1.1% | 54,516 | $7.2M |
| Strategic Family Wealth Counselors, L.L.C. | 2.83% | Add +1.9% | 54,504 | $7.2M |
| Cornerstone Wealth Management, LLC | 0.58% | Add +3.9% | 54,389 | $7.1M |
| Johnson & White Wealth Management, LLC | 5.17% | Reduce -7.3% | 54,150 | $7.1M |
| Whittier Trust Co. | 0.10% | Reduce -7.5% | 54,009 | $7.1M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -2.6% | 53,721 | $7.1M |
| Ameritas Advisory Services, LLC | 0.29% | Add +24.0% | 54,224 | $7.0M |
| MSH Capital Advisors LLC | 2.46% | Add +22.3% | 53,371 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.35% | Reduce -3.7% | 53,218 | $7.0M |
| Lincoln National Corp. | 0.11% | Reduce -2.4% | 53,053 | $7.0M |
| Peterson Wealth Management | 4.96% | Reduce -16.8% | 52,318 | $6.9M |
| Citigroup Inc. | 0.01% | Add +146.5% | 51,244 | $6.7M |
| Aspen Grove Capital, LLC | 1.90% | Reduce -0.6% | 51,207 | $6.7M |
| Kitching Partners, LLC | 12.58% | Add +1.3% | 50,474 | $6.6M |
| Jane Street Group, LLC | 0.01% | Add +85.5% | 50,005 | $6.6M |
| Private Wealth Group, LLC | 3.38% | Reduce -9.5% | 49,639 | $6.5M |
| Americana Partners, LLC | 0.54% | Reduce -9.6% | 49,096 | $6.4M |
| 1834 Investment Advisors Co. | 0.76% | Reduce -0.8% | 48,898 | $6.4M |
| Oppenheimer & Co. Inc. | 0.10% | Add +0.8% | 47,921 | $6.3M |
| Alpha Cubed Investments, LLC | 0.33% | Reduce -2.1% | 47,399 | $6.2M |
| Shulman DeMeo Asset Management LLC | 1.63% | Reduce -1.8% | 46,987 | $6.2M |
| TL Private Wealth | 3.00% | Reduce -1.5% | 46,817 | $6.1M |
| Synovus Financial Corp. | 0.08% | Add +4.7% | 46,104 | $6.1M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Add +3.7% | 46,014 | $6.0M |
| Flagship Harbor Advisors, LLC | 0.39% | Reduce -13.6% | 45,808 | $6.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +25.3% | 44,892 | $5.9M |
| Cornerstone Advisory, LLC | 0.84% | Add +0.1% | 44,667 | $5.9M |
| Trilogy Capital Inc. | 0.34% | Add +4.7% | 44,370 | $5.8M |
| Connecticut Wealth Management, LLC | 0.30% | Reduce -4.2% | 43,668 | $5.7M |
| D.A. Davidson & Co. | 0.05% | Add +245.2% | 43,403 | $5.7M |
| Essex Financial Services, Inc. | 0.52% | Add +0.7% | 43,105 | $5.7M |
| CENTRAL TRUST Co | 0.14% | Add +3.0% | 43,023 | $5.6M |
| Carmichael Hill & Associates, Inc. | 2.28% | Reduce -0.5% | 42,124 | $5.5M |
| Lido Advisors, LLC | 0.05% | Reduce -9.5% | 41,965 | $5.5M |
| Concourse Financial Group Securities, Inc. | 0.36% | Reduce -2.5% | 41,931 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.46% | Reduce -2.3% | 41,847 | $5.5M |
| Centennial Bank | 2.76% | Reduce -15.3% | 41,098 | $5.4M |
| Deutsche Bank AG | 0.00% | Reduce -6.4% | 40,957 | $5.4M |
| Ieq Capital, LLC | 0.08% | Reduce -1.2% | 40,086 | $5.3M |
| First Horizon Advisors, Inc. | 0.16% | Reduce -1.4% | 40,055 | $5.3M |
| American Trust | 0.42% | Reduce -3.9% | 38,028 | $5.0M |
| Forbes Financial Planning, Inc. | 4.23% | Add +3.2% | 37,451 | $4.9M |
| Transcend Capital Advisors, LLC | 0.39% | Reduce -1.5% | 37,308 | $4.9M |
| Pettyjohn, Wood & White, Inc. | 0.96% | No change | 36,692 | $4.8M |
| Nwam LLC | 0.39% | Reduce -6.0% | 36,882 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Add +25.4% | 36,419 | $4.8M |
| Valley Wealth Managers, Inc. | 0.36% | Reduce -3.4% | 36,188 | $4.7M |
| Simon Quick Advisors, LLC | 0.35% | Reduce -9.1% | 35,761 | $4.7M |
| Firestone Capital Management | 1.30% | Reduce -1.0% | 35,554 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.9% | 35,513 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +2.7% | 35,396 | $4.6M |
| Capstone Wealth Management Group, LLC | 3.31% | Reduce -11.4% | 35,143 | $4.6M |
| Stock Yards Bank & Trust Co. | 0.15% | Add +6.0% | 34,705 | $4.6M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -6.4% | 34,368 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -55.3% | 34,152 | $4.5M |
| LifeSteps Financial, Inc. | 3.35% | Reduce -0.3% | 33,776 | $4.4M |
| Denver Wealth Management, Inc. | 2.24% | Reduce -58.0% | 33,390 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Add +3.9% | 32,881 | $4.3M |
| Perennial Investment Advisors, LLC | 0.65% | Add +5.3% | 32,626 | $4.3M |
| BlackRock Inc. | 0.00% | Reduce -1.0% | 32,492 | $4.3M |
| Mycio Wealth Partners, LLC | 1.07% | Reduce -32.6% | 32,343 | $4.2M |
| Etfidea, LLC | 1.43% | Add +7.8% | 32,033 | $4.2M |
| Freestone Capital Holdings, LLC | 0.16% | Reduce -0.3% | 31,960 | $4.2M |
| Meridian Wealth Advisors, LLC | 0.77% | Reduce -1.0% | 31,405 | $4.1M |
| Westside Investment Management, Inc. | 0.98% | Add +0.8% | 31,132 | $4.1M |
| MAS Advisors LLC | 4.69% | Add +7.4% | 30,952 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +27122.0% | 29,672 | $3.9M |
| FDx Advisors, Inc. | 0.59% | Reduce -10.1% | 29,667 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -7.5% | 29,652 | $3.9M |
| Stonegate Investment Group, LLC | 0.12% | Add +1.3% | 29,521 | $3.9M |
| Mechanics Bank Trust Department | 0.57% | Reduce -2.8% | 29,422 | $3.9M |
| Waverly Advisors, LLC | 0.09% | Add +464.7% | 29,295 | $3.8M |
| NewEdge Wealth, LLC | 0.08% | Add +9.4% | 29,070 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.56% | Reduce -3.4% | 28,342 | $3.7M |
| Lewis Asset Management, LLC | 3.06% | Reduce -3.7% | 28,261 | $3.7M |
| Fifth Third Wealth Advisors LLC | 0.57% | Add +865.8% | 27,845 | $3.7M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.80% | Add +4.8% | 27,678 | $3.6M |
| Graypoint LLC | 0.26% | Reduce -27.3% | 27,533 | $3.6M |
| Global Retirement Partners, LLC | 0.13% | Reduce -12.1% | 27,522 | $3.6M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -1.0% | 27,426 | $3.6M |
| Wealthspire Retirement, LLC | 0.30% | Reduce -1.0% | 26,392 | $3.5M |
| Cadent Capital Advisors, LLC | 1.39% | Reduce -75.3% | 26,384 | $3.5M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +7.5% | 27,184 | $3.5M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -2.1% | 26,302 | $3.5M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.2% | 26,222 | $3.4M |
| Dumont & Blake Investment Advisors LLC | 0.99% | Reduce -1.5% | 26,181 | $3.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +17.7% | 26,174 | $3.4M |
| Planning Directions Inc. | 2.39% | Reduce -27.8% | 26,160 | $3.4M |
| Asset Management Group, Inc. | 0.51% | Reduce -0.9% | 25,796 | $3.4M |
| Sugar Maple Asset Management, LLC | 3.24% | — | 25,562 | $3.4M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -2.8% | 25,527 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -60.8% | 25,365 | $3.3M |
| Legacy Advisors, LLC | 0.42% | No change | 25,231 | $3.3M |
| Prospera Financial Services Inc | 0.10% | Add +2.9% | 25,025 | $3.3M |
| FSA Wealth Management LLC | 1.42% | Reduce -0.0% | 24,864 | $3.3M |
| FineMark National Bank & Trust | 0.12% | Reduce -0.9% | 24,386 | $3.2M |
| Sage Capital Management, LLC | 1.73% | Add +0.6% | 24,334 | $3.2M |
| SVB Wealth LLC | 0.07% | Reduce -27.4% | 24,233 | $3.2M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 23,779 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.3% | 23,704 | $3.1M |
| Redwood Wealth Management Group, LLC | 3.23% | Reduce -4.8% | 23,202 | $3.0M |
| Welch & Forbes LLC | 0.04% | No change | 23,100 | $3.0M |
| Treasure Coast Financial Planning | 1.98% | Add +10.2% | 23,077 | $3.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Reduce -10.6% | 23,008 | $3.0M |
| Investment Partners, LTD. | 1.36% | Add +0.8% | 22,903 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -74.4% | 22,679 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.56% | No change | 22,605 | $3.0M |
| Visionary Wealth Advisors | 0.20% | Reduce -3.9% | 22,483 | $3.0M |
| Lansing Street Advisors | 1.32% | Reduce -12.2% | 22,382 | $2.9M |
| AA Financial Advisors, LLC | 1.18% | Reduce -59.3% | 22,190 | $2.9M |
| Montag A & Associates Inc. | 0.14% | Add +0.0% | 22,016 | $2.9M |
| New England Private Wealth Advisors LLC | 0.50% | Reduce -36.5% | 21,906 | $2.9M |
| Carnegie Investment Counsel | 0.09% | Add +0.5% | 21,457 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +4.6% | 24,433 | $2.8M |
| SMI Advisory Services, LLC | 0.78% | New | 21,527 | $2.8M |
| Newman Dignan & Sheerar, Inc. | 0.74% | Reduce -7.6% | 21,156 | $2.8M |
| Argent Trust Co | 0.12% | Reduce -2.0% | 21,044 | $2.8M |
| Narwhal Capital Management | 0.27% | Reduce -0.1% | 20,989 | $2.8M |
| Townsquare Capital LLC | 0.04% | Add +694.8% | 20,649 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -1.0% | 20,605 | $2.7M |
| Meridian Financial Advisors, LLC | 2.01% | Add +9.4% | 20,562 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +4.8% | 20,438 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -16.7% | 20,396 | $2.7M |
| Prudential Financial Inc. | 0.00% | Add +7.8% | 20,351 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.44% | Reduce -14.4% | 20,280 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -8.8% | 18,851 | $2.6M |
| CoreCap Advisors, LLC | 0.14% | Reduce -5.6% | 19,865 | $2.6M |
| Balefire, LLC | 0.93% | Reduce -15.8% | 19,579 | $2.6M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Add +0.1% | 19,451 | $2.6M |
| Sachetta, LLC | 1.21% | No change | 20,359 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +0.8% | 19,343 | $2.5M |
| Roble, Belko & Company, Inc | 0.43% | Reduce -86.3% | 19,153 | $2.5M |
| Choreo, LLC | 0.06% | Add +2.3% | 19,111 | $2.5M |
| Natixis Advisors, LLC | 0.01% | Add +48.2% | 18,968 | $2.5M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +2.3% | 18,934 | $2.5M |
| Thomasville National Bank | 0.20% | Reduce -0.0% | 18,824 | $2.5M |
| Western Wealth Management, LLC | 0.19% | Reduce -0.8% | 18,726 | $2.5M |
| Merit Financial Group, LLC | 0.06% | Add +10.9% | 18,980 | $2.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -8.2% | 18,262 | $2.4M |
| Barclays PLC | 0.00% | New | 18,191 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -15.8% | 18,100 | $2.4M |
| Liberty One Investment Management, LLC | 0.27% | Reduce -2.6% | 18,061 | $2.4M |
| Madison Asset Management, LLC | 0.03% | Reduce -54.0% | 17,962 | $2.4M |
| Brighton Jones LLC | 0.08% | Reduce -2.5% | 17,663 | $2.3M |
| Strategy Asset Managers LLC | 0.50% | Reduce -1.5% | 17,660 | $2.3M |
| Harbour Capital Advisors, LLC | 0.57% | No change | 17,763 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +3.8% | 17,545 | $2.3M |
| Stablepoint Partners, LLC | 0.47% | Add +21.8% | 17,514 | $2.3M |
| Spire Wealth Management | 0.04% | Reduce -3.0% | 17,349 | $2.3M |
| Calydon Capital | 0.43% | Add +0.6% | 17,315 | $2.3M |
| Fiduciary Trust Co | 0.03% | Add +7.7% | 17,178 | $2.3M |
| Intrua Financial, LLC | 0.34% | Reduce -22.7% | 16,905 | $2.2M |
| Cadence Bank | 0.16% | Reduce -0.1% | 16,866 | $2.2M |
| PDS Planning, Inc | 0.23% | Reduce -0.4% | 16,826 | $2.2M |
| Union Savings Bank | 1.14% | Reduce -3.1% | 16,648 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -20.7% | 16,624 | $2.2M |
| Cozad Asset Management Inc. | 0.23% | Add +8.7% | 16,544 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 1.02% | Reduce -0.6% | 16,374 | $2.1M |
| Ledyard National Bank | 0.21% | Reduce -5.0% | 16,349 | $2.1M |
| Occidental Asset Management, LLC | 0.40% | No change | 16,226 | $2.1M |
| Haverford Trust Co | 0.02% | Add +0.2% | 16,187 | $2.1M |
| Principle Wealth Partners LLC | 0.17% | No change | 16,083 | $2.1M |
| Ellenbecker Investment Group | 0.44% | Reduce -1.5% | 16,049 | $2.1M |
| Charles Schwab Trust Co | 0.20% | Reduce -34.7% | 16,035 | $2.1M |
| Centaurus Financial, Inc. | 0.15% | Reduce -4.7% | 15,905 | $2.1M |
| Aspiriant, LLC | 0.09% | Add +37.9% | 15,766 | $2.1M |
| GLOBALT Investments LLC / GA | 0.08% | Reduce -5.7% | 15,695 | $2.1M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +1.6% | 15,407 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +0.8% | 15,397 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +0.0% | 15,286 | $2.0M |
| Eagle Strategies LLC | 0.44% | Reduce -22.4% | 15,253 | $2.0M |
| Aberdeen Wealth Management LLC | 1.15% | Add +0.0% | 15,107 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Reduce -1.3% | 15,050 | $2.0M |
| Hollencrest Capital Management | 0.09% | Reduce -84.3% | 14,936 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.52% | No change | 14,911 | $2.0M |
| Peak Asset Management, LLC | 0.39% | Add +0.4% | 14,896 | $2.0M |
| Coston, McIsaac & Partners | 0.62% | Reduce -0.4% | 14,806 | $1.9M |
| Performa Ltd (US), LLC | 0.85% | No change | 14,763 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.36% | No change | 14,676 | $1.9M |
| Focus Financial Network, Inc. | 0.09% | — | 15,260 | $1.9M |
| Renaissance Technologies | 0.00% | New | 14,600 | $1.9M |
| High Falls Advisors, Inc | 0.48% | Reduce -2.8% | 14,460 | $1.9M |
| Principal Securities, Inc. | 0.06% | Reduce -12.4% | 14,333 | $1.9M |
| Bridge Advisory, LLC | 0.93% | Add +0.6% | 14,311 | $1.9M |
| Belpointe Asset Management LLC | 0.14% | Add +65.0% | 14,144 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.2% | 14,027 | $1.8M |
| Lodestar Private Asset Management LLC | 0.26% | Reduce -0.6% | 13,615 | $1.8M |
| Schechter Investment Advisors, LLC | 0.13% | New | 13,442 | $1.8M |
| InterOcean Capital Group, LLC | 0.04% | Reduce -1.8% | 13,442 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.1% | 13,366 | $1.8M |
| Abbrea Capital, LLC | 0.23% | Reduce -1.3% | 13,273 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Add +31.4% | 13,263 | $1.7M |
| Evergreen Capital Management LLC | 0.07% | No change | 13,225 | $1.7M |
| Smart Money Group LLC | 0.67% | Reduce -7.2% | 13,621 | $1.7M |
| PFG Investments, LLC | 0.10% | Add +54.5% | 13,058 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 1.19% | Reduce -39.5% | 12,940 | $1.7M |
| Investors Research Corp | 0.40% | Reduce -6.5% | 12,919 | $1.7M |
| BOK Financial Private Wealth, Inc. | 0.13% | Add +3.9% | 12,882 | $1.7M |
| Alera Investment Advisors, LLC | 0.23% | No change | 12,739 | $1.7M |
| First Hawaiian Bank | 0.05% | No change | 12,664 | $1.7M |
| Keybank National Association | 0.01% | Reduce -0.8% | 12,643 | $1.7M |
| Baker Tilly Wealth Management, LLC | 0.30% | Reduce -6.0% | 12,595 | $1.7M |
| Tufton Capital Management | 0.32% | Add +8.9% | 12,585 | $1.7M |
| Coastline Trust Co | 0.20% | Reduce -8.9% | 12,311 | $1.6M |
| Index Fund Advisors, Inc. | 0.09% | No change | 12,241 | $1.6M |
| Pps&v Asset Management Consultants, Inc. | 1.18% | Add +0.2% | 12,171 | $1.6M |
| Bank Ozk | 0.71% | Reduce -3.1% | 12,150 | $1.6M |
| MIdWestOne Financial Group, Inc. | 0.29% | Add +0.5% | 12,112 | $1.6M |
| Level Four Advisory Services, LLC | 0.09% | No change | 12,692 | $1.6M |
| TFG Advisers LLC | 0.62% | Add +0.3% | 12,083 | $1.6M |
| Jeppson Wealth Management, LLC | 0.61% | Reduce -4.4% | 12,045 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -11.4% | 12,008 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.15% | No change | 12,000 | $1.6M |
| &partners | 0.22% | New | 11,999 | $1.6M |
| Aspect Partners, LLC | 1.24% | Add +0.2% | 11,987 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +7.4% | 11,910 | $1.6M |
| Cambridge Capital Management, LLC | 1.22% | Reduce -2.9% | 11,899 | $1.6M |
| MPS Loria Financial Planners, LLC | 0.52% | Add +0.3% | 11,794 | $1.5M |
| STAR Financial Bank | 1.32% | Reduce -1.8% | 11,769 | $1.5M |
| Forum Financial Management, LP | 0.03% | Add +12.7% | 11,730 | $1.5M |
| Agf Management Ltd. | 0.01% | Reduce -0.8% | 11,663 | $1.5M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -55.5% | 11,645 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +28.9% | 11,641 | $1.5M |
| Cooksen Wealth, LLC | 1.59% | Add +2.7% | 11,628 | $1.5M |
| Hourglass Capital, LLC | 0.46% | Reduce -3.0% | 11,608 | $1.5M |
| IFP Advisors, Inc | 0.07% | Reduce -18.2% | 11,463 | $1.5M |
| Tyche Wealth Partners LLC | 0.36% | Add +69.0% | 11,317 | $1.5M |
| Creekmur Asset Management LLC | 0.51% | Reduce -5.8% | 11,258 | $1.5M |
| Flputnam Investment Management Co. | 0.03% | Reduce -9.4% | 11,237 | $1.5M |
| Destiny Capital Corp | 1.02% | No change | 11,157 | $1.5M |
| White Pine Capital LLC | 0.56% | Reduce -3.0% | 11,486 | $1.5M |
| Harbour Trust & Investment Management Co | 0.18% | Reduce -8.7% | 11,103 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -1.4% | 10,918 | $1.4M |
| Bar Harbor Wealth Management | 0.10% | No change | 10,893 | $1.4M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -1.7% | 10,867 | $1.4M |
| GTS Securities LLC | 0.04% | Reduce -42.8% | 10,837 | $1.4M |
| Relative Value Partners Group, LLC | 0.09% | No change | 11,502 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -0.7% | 10,777 | $1.4M |
| Smith, Moore & Co. | 0.15% | Reduce -1.6% | 10,764 | $1.4M |
| Rebalance, LLC | 0.12% | Add +0.6% | 10,739 | $1.4M |
| Trust Co. of Vermont | 0.08% | Add +12.2% | 10,632 | $1.4M |
| McNaughton Wealth Management, LLC | 0.77% | Reduce -0.2% | 10,626 | $1.4M |
| Independent Financial Group, LLC | 0.06% | Reduce -10.8% | 10,547 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +11.6% | 10,511 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +40.7% | 10,505 | $1.4M |
| Palisade Asset Management, LLC | 0.13% | Add +10.2% | 10,469 | $1.4M |
| Diversified Trust Co. | 0.04% | Reduce -7.9% | 10,449 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -8.6% | 10,326 | $1.4M |
| Councilor Wealth, LLC | 0.68% | Add +5.0% | 10,308 | $1.4M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -5.6% | 10,274 | $1.3M |
| Dakota Wealth Management | 0.03% | Add +0.5% | 10,198 | $1.3M |
| Parallel Advisors, LLC | 0.04% | Reduce -12.2% | 10,141 | $1.3M |
| IFG Advisory, LLC | 0.10% | Reduce -74.1% | 10,075 | $1.3M |
| Pacific Sun Financial Corp | 0.77% | Reduce -1.8% | 10,018 | $1.3M |
| Sage Mountain Advisors LLC | 0.14% | Add +1.4% | 9,991 | $1.3M |
| Adamsbrown Wealth Consultants LLC | 0.53% | Reduce -87.6% | 9,904 | $1.3M |
| Eudaimonia Advisors LLC | 0.69% | Reduce -9.8% | 9,842 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.68% | Reduce -4.7% | 9,816 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.3% | 9,791 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.13% | Reduce -7.3% | 9,675 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.5% | 9,673 | $1.3M |
| Richwood Investment Advisors, LLC | 1.13% | Reduce -2.5% | 9,658 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.27% | Add +0.3% | 9,631 | $1.3M |
| One Wealth Map LLC | 0.83% | Add +10.2% | 9,871 | $1.3M |
| Transform Wealth, LLC | 0.12% | Reduce -6.5% | 9,587 | $1.3M |
| Warner Financial, Inc. | 0.63% | Add +6.2% | 9,573 | $1.3M |
| Blue Fin Capital, Inc. | 0.28% | Reduce -2.5% | 9,506 | $1.2M |
| United Bank | 0.63% | Reduce -69.7% | 9,482 | $1.2M |
| Virtue Capital Management, LLC | 0.22% | Add +6.7% | 9,768 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +73.5% | 9,409 | $1.2M |
| Howard Wealth Management, LLC | 1.00% | Reduce -6.5% | 9,408 | $1.2M |
| High Net Worth Advisory Group LLC | 0.39% | Add +0.3% | 9,396 | $1.2M |
| AMG National Trust Bank | 0.04% | No change | 9,390 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +164.4% | 9,388 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Reduce -0.8% | 9,328 | $1.2M |
| Sunbelt Securities, Inc. | 0.14% | Reduce -17.1% | 9,323 | $1.2M |
| International Assets Investment Management, LLC | 0.13% | Add +2.1% | 9,271 | $1.2M |
| Capital Advisors Inc. | 0.03% | No change | 9,188 | $1.2M |
| SRH Advisors, LLC | 0.38% | Reduce -0.4% | 9,185 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.34% | Reduce -9.5% | 9,159 | $1.2M |
| Summit Trail Advisors, LLC | 0.03% | No change | 9,154 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -3.3% | 9,071 | $1.2M |
| Pursue Wealth Partners LLC | 0.70% | Add +17.3% | 9,064 | $1.2M |
| Atticus Wealth Management, LLC | 0.39% | Add +0.3% | 8,992 | $1.2M |
| Compass Ion Advisors, LLC | 0.17% | Add +0.4% | 8,979 | $1.2M |
| Agate Pass Investment Management, LLC | 0.63% | Reduce -2.5% | 8,945 | $1.2M |
| Verdence Capital Advisors LLC | 0.11% | Add +0.2% | 8,934 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +2.8% | 8,904 | $1.2M |
| Westmount Partners, LLC | 0.42% | Add +0.3% | 8,870 | $1.2M |
| Family Asset Management, LLC | 0.73% | Reduce -19.8% | 8,836 | $1.2M |
| CW Advisors, LLC | 0.02% | Reduce -16.4% | 8,748 | $1.1M |
| Millennium Management | 0.00% | New | 8,665 | $1.1M |
| Financial Management Network Inc. | 0.28% | Reduce -0.8% | 8,795 | $1.1M |
| Strategic Blueprint, LLC | 0.08% | Reduce -26.6% | 8,543 | $1.1M |
| Summit Financial, LLC | 0.07% | Add +3.4% | 8,459 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.29% | No change | 8,429 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.4% | 8,402 | $1.1M |
| Weaver Consulting Group | 0.41% | Add +36.5% | 8,389 | $1.1M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -2.3% | 8,377 | $1.1M |
| Steward Partners Investment Solutions, LLC | 0.18% | Add +0.8% | 8,319 | $1.1M |
| Capital Analysts, LLC | 0.05% | Reduce -5.9% | 8,230 | $1.1M |
| SlateStone Wealth, LLC | 0.11% | Add +5.6% | 8,203 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.10% | No change | 8,617 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.42% | No change | 8,192 | $1.1M |
| Florida Trust Wealth Management Co | 0.04% | Add +86.9% | 8,171 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +4.8% | 8,169 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -35.0% | 8,138 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -7.8% | 8,118 | $1.1M |
| ICA Group Wealth Management, LLC | 0.21% | Reduce -0.4% | 8,056 | $1.1M |
| American State Bank (Iowa) | 0.70% | No change | 7,957 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.5% | 7,933 | $1.0M |
| First National Trust Co | 0.04% | Add +11.7% | 7,861 | $1.0M |
| Financial Partners Group, Inc | 0.16% | Add +0.0% | 7,817 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -22.2% | 7,786 | $1.0M |
| Saxon Interests, Inc. | 0.49% | Reduce -7.3% | 7,776 | $1.0M |
| Mathes Company, Inc. | 0.38% | No change | 7,740 | $1.0M |
| Patron Partners, LLC | 0.61% | Reduce -11.6% | 7,654 | $1.0M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -0.4% | 7,626 | $1.0M |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -0.1% | 7,568 | $993K |
| Pallas Capital Advisors LLC | 0.04% | Add +48.9% | 7,563 | $993K |
| Kovack Advisors, Inc. | 0.12% | Reduce -6.3% | 7,549 | $991K |
| American Institute for Advanced Investment Management, LLP | 0.78% | No change | 7,545 | $990K |
| Caprock Group, LLC | 0.06% | No change | 7,499 | $984K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.8% | 7,453 | $978K |
| Realta Investment Advisors | 0.20% | Reduce -6.6% | 7,438 | $976K |
| Curbstone Financial Management Corp | 0.21% | No change | 7,350 | $965K |
| Wescott Financial Advisory Group, LLC | 0.12% | Reduce -7.6% | 7,341 | $963K |
| Mitchell McLeod Pugh & Williams Inc. | 0.23% | Reduce -0.6% | 7,277 | $955K |
| JFS Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 7,257 | $952K |
| Beacon Bridge Wealth Partners, LLC | 0.44% | Reduce -41.5% | 7,039 | $924K |
| Private Trust Co. NA | 0.10% | Add +1.7% | 6,996 | $918K |
| Ategra Capital Management, LLC | 0.42% | Reduce -26.1% | 6,972 | $915K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.5% | 6,967 | $914K |
| O'Brien Wealth Partners LLC | 0.21% | Add +0.4% | 6,936 | $910K |
| Berry Wealth Group, LP | 0.75% | Reduce -0.9% | 6,903 | $906K |
| Adero Partners, LLC | 0.07% | No change | 6,875 | $902K |
| Seamount Financial Group Inc. | 0.79% | Add +3.0% | 6,870 | $902K |
| Black Diamond Financial, LLC | 0.24% | No change | 7,188 | $898K |
| Sandy Cove Advisors, LLC | 0.41% | Reduce -2.5% | 6,827 | $896K |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 6,825 | $896K |
| N.E.W. Advisory Services LLC | 0.10% | Reduce -0.6% | 6,819 | $895K |
| Wetzel Investment Advisors, Inc. | 0.53% | Reduce -0.6% | 7,106 | $893K |
| Walden Wealth Partners LLC | 0.52% | No change | 6,941 | $892K |
| Lion Street Advisors, LLC | 0.36% | No change | 7,124 | $890K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.4% | 6,782 | $890K |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 6,705 | $880K |
| REDW Wealth LLC | 0.24% | No change | 6,663 | $874K |
| Market Street Wealth Management Advisors LLC | 0.15% | Reduce -1.5% | 6,643 | $872K |
| LaSalle St. Investment Advisors, LLC | 0.49% | Add +37.3% | 6,863 | $869K |
| New Century Financial Group, LLC | 0.59% | No change | 6,540 | $858K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -9.5% | 6,465 | $848K |
| Triangle Securities Wealth Management | 0.24% | Reduce -2.5% | 6,461 | $848K |
| HHM Wealth Advisors, LLC | 0.14% | No change | 6,428 | $844K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +30.8% | 6,393 | $839K |
| Greenhouse Wealth Management, LLC | 0.63% | Add +0.2% | 6,364 | $835K |
| Bantamac Capital, LLC | 0.47% | No change | 6,351 | $834K |
| Inscription Capital, LLC | 0.14% | New | 6,317 | $829K |
| SevenBridge Financial Group, LLC | 0.19% | Reduce -3.9% | 6,440 | $828K |
| Certified Advisory Corp | 0.12% | Reduce -4.0% | 6,288 | $825K |
| Peoples Bank | 0.46% | Add +3.6% | 6,283 | $825K |
| Noesis Capital Mangement Corp. | 0.18% | No change | 6,256 | $821K |
| Coulter & Justus Financial Services, LLC | 0.18% | New | 6,256 | $821K |
| Burns J W & Co. Inc. | 0.11% | Reduce -1.1% | 6,238 | $819K |
| Taylor Financial Group, Inc. | 0.62% | Reduce -1.6% | 6,226 | $817K |
| Interchange Capital Partners, LLC | 0.55% | Add +7.7% | 6,054 | $814K |
| StoneX Group Inc. | 0.07% | Reduce -3.0% | 6,188 | $812K |
| Calamos Wealth Management LLC | 0.05% | No change | 6,154 | $808K |
| Wintrust Investments LLC | 0.07% | Reduce -5.1% | 6,144 | $806K |
| Integrity Wealth Solutions LLC | 0.52% | Reduce -10.0% | 6,074 | $797K |
| LS Investment Advisors, LLC | 0.13% | Reduce -15.9% | 6,016 | $790K |
| Heritage Financial Services, LLC | 0.12% | No change | 6,015 | $789K |
| MKT Advisors LLC | 0.43% | Reduce -14.5% | 6,157 | $787K |
| First Commonwealth Financial Corp | 0.21% | No change | 5,997 | $787K |
| Fortune Financial Advisors, LLC | 0.50% | Reduce -44.1% | 5,997 | $787K |
| My Legacy Advisors, LLC | 0.26% | Reduce -5.0% | 5,987 | $786K |
| RFG Advisory, LLC | 0.03% | Reduce -2.8% | 5,967 | $783K |
| Country Club Bank | 0.06% | No change | 5,956 | $782K |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -12.0% | 5,939 | $779K |
| West Bancorporation Inc. | 0.51% | Reduce -11.6% | 5,908 | $775K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -20.8% | 5,984 | $772K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -48.3% | 5,879 | $772K |
| Garden State Investment Advisory Services LLC | 0.28% | Add +2.2% | 5,893 | $770K |
| Carson Advisory Inc. | 0.54% | Add +0.2% | 5,858 | $769K |
| MWA Asset Management | 0.56% | Add +1.1% | 5,850 | $768K |
| Signaturefd, LLC | 0.02% | Reduce -1.8% | 5,818 | $764K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.8% | 5,773 | $758K |
| Private Portfolio Partners LLC | 0.16% | Add +0.6% | 5,736 | $753K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $753K |
| Kwmg, LLC | 0.08% | Reduce -2.5% | 5,724 | $751K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -5.5% | 5,712 | $750K |
| Benchmark Wealth Management, LLC | 0.41% | No change | 5,686 | $746K |
| Venturi Wealth Management, LLC | 0.05% | Add +0.1% | 5,647 | $741K |
| Appleton Partners Inc. | 0.06% | Reduce -1.9% | 5,642 | $740K |
| Navis Wealth Advisors, LLC | 0.89% | Add +8.0% | 5,634 | $739K |
| Wedbush Securities Inc. | 0.03% | Add +10.7% | 5,610 | $736K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,556 | $729K |
| Kaydan Wealth Management, Inc. | 0.24% | Add +4.5% | 5,349 | $702K |
| Curi Capital, LLC | 0.02% | Add +138.8% | 5,339 | $701K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.9% | 5,325 | $699K |
| Meritage Portfolio Management | 0.04% | Reduce -0.8% | 5,321 | $698K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.7% | 5,309 | $697K |
| Paragon Financial Partners, Inc. | 0.57% | Add +20.8% | 5,302 | $696K |
| Private Capital Management LLC | 0.15% | Add +0.2% | 5,274 | $692K |
| Alexander Labrunerie & Co., Inc. | 0.39% | — | 5,255 | $689K |
| Ritholtz Wealth Management | 0.02% | Add +4.5% | 5,238 | $687K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -3.0% | 5,235 | $687K |
| Phillips Financial Management, LLC | 0.06% | Reduce -2.3% | 5,233 | $687K |
| NorthCoast Asset Management LLC | 0.01% | New | 5,227 | $686K |
| Good Life Advisors, LLC | 0.06% | Add +0.3% | 5,226 | $686K |
| Glassman Wealth Services | 0.14% | Reduce -3.6% | 5,191 | $681K |
| Round Rock Advisors LLC | 0.16% | No change | 5,147 | $676K |
| Cambridge Advisors Inc. | 0.16% | No change | 5,146 | $675K |
| Spinnaker Investment Group, LLC | 0.19% | Reduce -38.0% | 5,111 | $671K |
| Horst & Graben Wealth Management LLC | 0.14% | Reduce -8.9% | 5,082 | $667K |
| Fiduciary Family Office, LLC | 0.26% | Reduce -16.0% | 5,034 | $661K |
| Ehrlich Financial Group | 0.56% | Add +9.8% | 5,029 | $660K |
| Cypress Capital Group | 0.08% | Reduce -2.5% | 5,004 | $657K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Reduce -6.1% | 4,969 | $653K |
| Berkeley, Inc | 0.40% | Reduce -7.8% | 4,975 | $653K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +48.7% | 4,970 | $652K |
| Cascade Financial Partners, LLC | 0.09% | — | 5,169 | $651K |
| Lake Street Advisors Group, LLC | 0.03% | Add +6.5% | 4,904 | $644K |
| Mission Creek Capital Partners, Inc. | 0.17% | Reduce -0.8% | 4,866 | $639K |
| AlphaStar Capital Management, LLC | 0.07% | Add +0.5% | 4,865 | $638K |
| Certuity, LLC | 0.06% | Add +3.5% | 4,856 | $637K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Add +22.0% | 4,851 | $637K |
| BigSur Wealth Management LLC | 0.20% | No change | 4,850 | $637K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -28.3% | 4,823 | $633K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 4,800 | $630K |
| Busey Bank | 0.02% | Add +193.3% | 4,772 | $626K |
| LexAurum Advisors, LLC | 0.16% | Add +0.5% | 4,766 | $626K |
| Investment Advisory Group, LLC | 0.26% | Reduce -1.0% | 4,757 | $624K |
| One Capital Management, LLC | 0.02% | Add +135.3% | 4,756 | $624K |
| Sageworth Trust Co | 0.04% | Reduce -3.6% | 4,717 | $619K |
| Global Trust Asset Management, LLC | 0.25% | Reduce -0.4% | 4,711 | $618K |
| Hilltop Holdings Inc. | 0.07% | Add +2.6% | 4,696 | $616K |
| Disciplined Investments, LLC | 0.34% | Reduce -14.8% | 4,688 | $615K |
| Private Wealth Advisors, LLC | 0.26% | Reduce -2.0% | 4,684 | $615K |
| Jacobi Capital Management LLC | 0.06% | Reduce -1.3% | 4,677 | $614K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.2% | 4,774 | $613K |
| SpiderRock Advisors, LLC | 0.02% | — | 4,774 | $609K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.5% | 4,617 | $606K |
| Per Stirling Capital Management, LLC. | 0.10% | Reduce -16.9% | 4,612 | $605K |
| Holistic Financial Partners | 0.31% | Add +0.5% | 4,583 | $601K |
| Archer Investment Corp | 0.18% | Reduce -7.0% | 4,575 | $600K |
| Childress Capital Advisors, LLC | 0.17% | No change | 4,571 | $600K |
| Addison Capital Co | 0.30% | Add +21.6% | 4,543 | $596K |
| PSI Advisors, LLC | 0.21% | Reduce -44.8% | 4,521 | $593K |
| Essex Private Wealth Management, LLC | 1.67% | Add +0.0% | 4,504 | $591K |
| Moors & Cabot, Inc. | 0.03% | Add +3.8% | 4,465 | $586K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -2.4% | 4,453 | $584K |
| Ellis Investment Partners, LLC | 0.13% | Add +0.9% | 4,446 | $583K |
| Revisor Wealth Management LLC | 0.26% | New | 4,532 | $581K |
| Ransom Advisory, Ltd | 0.31% | — | 4,395 | $577K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +2.7% | 4,388 | $576K |
| Clarity Capital Partners LLC | 0.38% | New | 4,371 | $574K |
| Mayflower Financial Advisors, LLC | 0.10% | Add +1.5% | 33,287 | $571K |
| OneAscent Financial Services LLC | 0.06% | Add +3.6% | 4,325 | $568K |
| Bond & Devick Financial Network, Inc. | 0.31% | No change | 4,313 | $566K |
| Emprise Bank | 0.38% | — | 4,295 | $564K |
| Arkadios Wealth Advisors | 0.04% | Add +0.1% | 4,258 | $559K |
| Cary Street Partners Asset Management LLC | 0.09% | Reduce -4.1% | 4,254 | $558K |
| First Citizens Bank & Trust Co. | 0.01% | New | 4,254 | $558K |
| Compound Planning, Inc. | 0.05% | Reduce -35.3% | 4,249 | $558K |
| Sutton Place Investors LLC | 0.27% | Reduce -19.1% | 4,224 | $554K |
| Key Financial Inc | 0.14% | No change | 4,209 | $552K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,204 | $552K |
| Toronto Dominion Bank | 0.00% | Reduce -9.7% | 4,200 | $551K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.9% | 4,199 | $551K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -6.9% | 4,175 | $548K |
| Rossmore Private Capital | 0.07% | Reduce -3.5% | 4,155 | $545K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | Reduce -0.0% | 4,149 | $545K |
| Hengehold Capital Management LLC | 0.06% | Reduce -1.6% | 4,124 | $541K |
| Performance Wealth Partners, LLC | 0.02% | Add +15.7% | 4,119 | $541K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -47.0% | 4,108 | $539K |
| Duncker Streett & Co. Inc. | 0.11% | Reduce -8.9% | 4,104 | $539K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -46.2% | 4,097 | $538K |
| James Investment Research, Inc. | 0.06% | Reduce -1.7% | 4,095 | $537K |
| Central Valley Advisors, LLC | 0.28% | Reduce -0.0% | 4,069 | $534K |
| Kapstone Financial Advisors LLC | 0.36% | No change | 4,063 | $533K |
| Resolute Wealth Strategies, LLC | 0.32% | Reduce -13.3% | 4,055 | $532K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -23.6% | 4,010 | $526K |
| Magnus Financial Group LLC | 0.06% | Add +9.4% | 4,006 | $526K |
| Ashford Advisors, LLC | 0.13% | Reduce -26.8% | 4,000 | $525K |
| Crewe Advisors LLC | 0.06% | Add +9.5% | 3,992 | $524K |
| Beacon Bank & Trust | 0.13% | Reduce -42.2% | 3,990 | $524K |
| HBK Sorce Advisory LLC | 0.02% | Add +92.7% | 3,970 | $521K |
| Selective Wealth Management, Inc. | 0.23% | Reduce -0.8% | 4,066 | $520K |
| Missouri Trust & Investment Co | 0.20% | No change | 3,960 | $520K |
| Indiana Trust & Investment Management Co | 0.21% | No change | 3,954 | $519K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.3% | 3,943 | $517K |
| Truepoint, Inc. | 0.01% | No change | 3,941 | $517K |
| Sawgrass Asset Management LLC | 0.06% | Add +2.9% | 3,936 | $517K |
| First American Bank | 0.04% | No change | 3,934 | $516K |
| Rodgers & Associates, LTD | 0.07% | Reduce -11.3% | 3,907 | $513K |
| Commerce Bank | 0.00% | Add +2.6% | 3,874 | $508K |
| Empower Advisory Group, LLC | 0.00% | Add +2.5% | 3,867 | $508K |
| Matrix Asset Advisors Inc. | 0.06% | No change | 3,845 | $505K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -1.3% | 3,843 | $504K |
| Global Financial Private Client, LLC | 0.22% | Reduce -4.0% | 3,854 | $503K |
| Atlas Private Wealth Advisors | 0.17% | Reduce -57.3% | 3,833 | $503K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -20.8% | 3,802 | $499K |
| Cannon Global Investment Management, LLC | 1.34% | New | 3,800 | $499K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.1% | 3,798 | $498K |
| Simplicity Wealth,LLC | 0.01% | New | 3,798 | $498K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,797 | $498K |
| EPG Wealth Management LLC | 0.12% | Add +0.2% | 3,785 | $497K |
| MCF Advisors LLC | 0.04% | Add +54.3% | 3,765 | $494K |
| Wedmont Private Capital | 0.04% | Add +0.5% | 3,794 | $493K |
| Citizens Financial Group Inc. | 0.02% | Reduce -92.1% | 3,752 | $492K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -7.7% | 3,747 | $492K |
| LRI Investments, LLC | 0.12% | — | 3,743 | $491K |
| Main Street Financial Solutions, LLC | 0.05% | Add +30.7% | 3,735 | $490K |
| HTG Investment Advisors, Inc. | 0.28% | No change | 3,717 | $488K |
| Executive Wealth Management, LLC | 0.04% | New | 3,712 | $485K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,687 | $484K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,663 | $481K |
| Csenge Advisory Group | 0.03% | Add +0.1% | 3,630 | $476K |
| Diversify Advisory Services, LLC | 0.03% | — | 3,630 | $474K |
| Matrix Private Capital Group LLC | 0.32% | Add +2.9% | 3,591 | $471K |
| Nicolet Bankshares Inc. | 0.10% | Reduce -1.1% | 3,586 | $471K |
| American National Bank & Trust | 0.06% | No change | 3,560 | $467K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -14.4% | 3,525 | $463K |
| West Paces Advisors Inc. | 0.12% | No change | 3,522 | $462K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.3% | 3,504 | $460K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -3.3% | 3,504 | $460K |
| Unionview, LLC | 0.38% | Add +6.7% | 3,457 | $454K |
| Arkos Global Advisors | 0.08% | No change | 3,454 | $453K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -26.8% | 3,451 | $453K |
| M3 Advisory Group, LLC | 0.41% | Add +6.8% | 3,443 | $452K |
| Plante Moran Financial Advisors, LLC | 0.05% | Add +4.5% | 3,427 | $450K |
| Baugh & Associates, LLC | 0.24% | Reduce -10.3% | 3,424 | $449K |
| Canal Capital Management, LLC | 0.08% | Add +22.4% | 3,414 | $448K |
| Wilmington Savings Fund Society, FSB | 0.02% | — | 3,408 | $447K |
| Pinnacle Financial Group, LLC / IL | 0.19% | No change | 3,380 | $444K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,380 | $444K |
| Nadler Financial Group, Inc. | 0.05% | Reduce -5.3% | 3,379 | $443K |
| Mgo One Seven LLC | 0.02% | Reduce -1.5% | 3,378 | $443K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 3,377 | $443K |
| Hoylecohen, LLC | 0.03% | Reduce -0.4% | 3,371 | $442K |
| Leo Wealth, LLC | 0.04% | Reduce -2.5% | 3,329 | $437K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +13.7% | 3,309 | $434K |
| Jmac Enterprises LLC | 0.08% | Reduce -1.2% | 3,301 | $433K |
| Quadcap Wealth Management, LLC | 0.10% | No change | 3,289 | $432K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.1% | 3,276 | $430K |
| Boston Family Office LLC | 0.03% | Reduce -5.2% | 3,269 | $429K |
| Second Line Capital, LLC | 0.14% | Reduce -17.8% | 3,247 | $426K |
| Avior Wealth Management, LLC | 0.02% | Add +4.8% | 3,237 | $425K |
| Apollon Financial, LLC | 0.15% | Add +6.2% | 3,237 | $425K |
| BIP Wealth, LLC | 0.03% | No change | 3,231 | $424K |
| PCA Investment Advisory Services Inc. | 0.24% | Add +15.1% | 3,207 | $421K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 3,199 | $420K |
| Chicago Partners Investment Group LLC | 0.02% | Add +5.3% | 3,268 | $419K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,159 | $415K |
| Lakewood Asset Management LLC | 0.28% | Reduce -4.3% | 3,156 | $414K |
| AQR Capital Management | 0.00% | No change | 3,147 | $413K |
| Flow Traders U.S. LLC | 0.02% | Reduce -90.4% | 3,146 | $413K |
| Mather Group, Llc. | 0.01% | Reduce -9.8% | 3,301 | $413K |
| Tudor Investment Corporation | 0.01% | New | 3,139 | $412K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Add +9.6% | 3,153 | $411K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.7% | 3,125 | $410K |
| GEM Asset Management, LLC | 0.28% | Reduce -32.0% | 3,276 | $410K |
| Sequent Asset Management, LLC | 0.22% | No change | 3,119 | $409K |
| AE Wealth Management LLC | 0.00% | Reduce -93.2% | 3,109 | $408K |
| River Wealth Advisors LLC | 0.06% | No change | 3,078 | $404K |
| Harfst & Associates, Inc. | 0.09% | Reduce -0.2% | 3,040 | $399K |
| WESCAP Management Group, Inc. | 0.11% | No change | 3,013 | $395K |
| Heartwood Wealth Advisors LLC | 0.05% | Reduce -7.0% | 3,010 | $395K |
| New Hampshire Trust | 0.09% | Reduce -4.5% | 2,998 | $393K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -11.5% | 2,996 | $393K |
| CBIZ Investment Advisory Services, LLC | 0.03% | No change | 2,992 | $393K |
| Loudon Investment Management, LLC | 0.23% | Reduce -1.8% | 2,990 | $392K |
| Asset Dedication, LLC | 0.03% | No change | 2,978 | $391K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,976 | $391K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +4.8% | 2,968 | $389K |
| Berger Financial Group, Inc | 0.03% | Reduce -0.5% | 2,960 | $389K |
| Hartline Investment Corp./ | 0.07% | New | 2,946 | $387K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -8.5% | 2,946 | $387K |
| Secure Asset Management, LLC | 0.09% | Add +0.0% | 2,945 | $386K |
| Foster Group, Inc. | 0.02% | No change | 2,936 | $385K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $385K |
| Gratus Capital, LLC | 0.02% | New | 2,929 | $384K |
| Legacy Trust | 0.10% | No change | 2,928 | $384K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.9% | 2,924 | $384K |
| Prio Wealth Limited Partnership | 0.01% | No change | 2,915 | $383K |
| Hyman Charles D | 0.02% | Reduce -14.4% | 2,900 | $381K |
| Schnieders Capital Management LLC | 0.08% | No change | 2,896 | $380K |
| Hoge Financial Services, LLC | 0.31% | Add +0.2% | 2,887 | $379K |
| Financial Freedom, LLC | 0.22% | Reduce -40.0% | 2,885 | $379K |
| Colonial River Investments, LLC | 0.21% | Reduce -75.8% | 2,874 | $377K |
| John W. Brooker & Co., CPAs | 0.20% | Add +0.0% | 2,866 | $376K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 2,856 | $375K |
| Shoker Investment Counsel, Inc. | 0.13% | No change | 2,864 | $374K |
| Smith & Howard Wealth Management, LLC | 0.12% | Add +28.6% | 2,851 | $374K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -83.7% | 2,837 | $372K |
| Sandy Spring Bank | 0.02% | Reduce -60.0% | 2,832 | $372K |
| NTV Asset Management LLC | 0.06% | Reduce -15.0% | 2,827 | $371K |
| Eagle Global Advisors LLC | 0.02% | Add +0.5% | 2,821 | $370K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,809 | $369K |
| Lanark Financial, Inc. | 0.03% | Add +4.0% | 2,811 | $368K |
| Bessemer Group Inc. | 0.00% | Reduce -1.5% | 2,805 | $368K |
| My Personal CFO, LLC | 0.21% | No change | 2,800 | $367K |
| Salem Investment Counselors Inc. | 0.01% | Add +16.8% | 2,780 | $365K |
| Gen-Wealth Partners Inc | 0.18% | — | 2,757 | $362K |
| PGIM Custom Harvest LLC | 0.01% | Add +39.5% | 2,753 | $361K |
| VitalStone Financial, LLC | 0.28% | Reduce -2.4% | 2,743 | $360K |
| King Wealth Management Group | 0.06% | Reduce -10.4% | 2,746 | $360K |
| Ridgecrest Wealth Partners, LLC | 0.21% | No change | 2,724 | $357K |
| S.E.E.D. Planning Group LLC | 0.13% | No change | 2,687 | $353K |
| Choate Investment Advisors | 0.01% | No change | 2,685 | $352K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $352K |
| Blue Chip Partners, LLC | 0.03% | Add +0.6% | 2,655 | $348K |
| Shared Vision Wealth Group LLC | 0.22% | No change | 2,653 | $348K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.1% | 2,644 | $347K |
| Advisor Resource Council | 0.15% | Reduce -92.3% | 2,758 | $345K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +1.2% | 2,605 | $342K |
| Provident Wealth Management, LLC | 0.13% | Add +0.3% | 2,603 | $342K |
| HC Advisors, LLC | 0.16% | No change | 2,591 | $340K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $339K |
| Broadleaf Partners, LLC | 0.09% | No change | 2,576 | $338K |
| Gries Financial LLC | 0.06% | No change | 2,570 | $337K |
| Berkshire Money Management, Inc. | 0.04% | New | 2,570 | $337K |
| Tsfg, LLC | 0.08% | Reduce -21.0% | 2,555 | $335K |
| Family Legacy, Inc. | 0.12% | Reduce -5.9% | 2,549 | $335K |
| KPP Advisory Services LLC | 0.09% | New | 2,540 | $333K |
| Institutional & Family Asset Management, LLC | 0.05% | Reduce -18.6% | 2,540 | $333K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +14.2% | 2,520 | $331K |
| Clarity Wealth Advisors, LLC | 0.11% | Add +3.1% | 2,514 | $330K |
| Everhart Financial Group, Inc. | 0.10% | No change | 2,505 | $329K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,500 | $328K |
| Brandywine Oak Private Wealth LLC | 0.03% | Reduce -3.3% | 2,499 | $328K |
| Patten & Patten Inc. | 0.02% | No change | 2,484 | $326K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $326K |
| Financial Advisory Group | 0.06% | Reduce -9.2% | 2,481 | $326K |
| MidAtlantic Capital Management, Inc. | 0.29% | No change | 2,479 | $325K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -5.3% | 2,474 | $325K |
| Hoffman, Alan N Investment Management | 0.18% | No change | 2,471 | $324K |
| Cascade Investment Group, Inc. | 0.24% | Reduce -3.9% | 2,469 | $324K |
| Marcum Wealth, LLC | 0.03% | Add +6.4% | 2,464 | $323K |
| HUB Investment Partners, LLC | 0.02% | Add +8.2% | 2,447 | $321K |
| Mayfair Advisory Group, LLC | 0.23% | Reduce -42.3% | 2,444 | $321K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -0.4% | 2,492 | $320K |
| Veltria Advisors Corp. | 0.08% | Reduce -0.3% | 2,441 | $320K |
| Wealth Advisory Solutions, LLC | 0.08% | Add +2.3% | 2,434 | $319K |
| Callan Capital, LLC | 0.03% | Add +0.5% | 2,433 | $319K |
| Titleist Asset Management, LLC | 0.06% | No change | 2,429 | $319K |
| Oak Asset Management, LLC | 0.12% | Reduce -27.1% | 2,425 | $318K |
| Core Wealth Management, Inc. | 0.14% | Reduce -8.9% | 2,414 | $317K |
| QRG Capital Management, Inc. | 0.00% | Reduce -7.6% | 2,410 | $316K |
| Integrated Investment Consultants, LLC | 0.09% | No change | 2,409 | $316K |
| SageView Advisory Group, LLC | 0.02% | Add +42.4% | 5,904 | $315K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $315K |
| Vertex Planning Partners, LLC | 0.09% | No change | 2,397 | $315K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 2,392 | $314K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.1% | 2,391 | $314K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,381 | $312K |
| Bernardo Wealth Planning LLC | 0.09% | No change | 2,381 | $312K |
| Cutter & CO Brokerage, Inc. | 0.08% | Add +0.8% | 2,378 | $312K |
| Compass Financial Group, INC | 0.07% | Reduce -22.7% | 2,367 | $311K |
| Covenant Asset Management, LLC | 0.07% | No change | 2,335 | $306K |
| Two Sigma Securities, LLC | 0.01% | Add +14.5% | 2,335 | $306K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,335 | $306K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -86.7% | 2,312 | $303K |
| Fortis Capital Advisors, LLC | 0.13% | New | 2,311 | $303K |
| Wealthstream Advisors, Inc. | 0.12% | No change | 2,310 | $303K |
| Caldwell Trust Co | 0.04% | Add +3.1% | 2,297 | $301K |
| Iron Gate Global Advisors LLC | 0.05% | Reduce -6.7% | 2,300 | $301K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $300K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -16.6% | 2,267 | $298K |
| Crestwood Advisors Group, LLC | 0.01% | New | 2,262 | $297K |
| HM Payson & Co. | 0.01% | Reduce -4.8% | 2,261 | $297K |
| Money Concepts Capital Corp. | 0.03% | Reduce -12.8% | 2,259 | $297K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +38.1% | 2,256 | $296K |
| MTM Investment Management, LLC | 0.12% | No change | 2,250 | $295K |
| Financial Insights, Inc. | 0.08% | New | 2,250 | $295K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 2,248 | $295K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,241 | $294K |
| Penobscot Investment Management Company, Inc. | 0.03% | Reduce -15.4% | 2,237 | $294K |
| Valley National Advisers Inc. | 0.04% | Reduce -10.3% | 2,233 | $293K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,229 | $293K |
| Southland Equity Partners LLC | 0.08% | Reduce -2.5% | 2,222 | $292K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -11.2% | 2,211 | $290K |
| Narus Financial Partners, LLC | 0.12% | No change | 2,200 | $289K |
| Mayport, LLC | 0.11% | No change | 2,200 | $289K |
| SkyOak Wealth, LLC | 0.07% | Add +9.7% | 2,197 | $288K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $287K |
| Peninsula Wealth, LLC | 0.06% | No change | 2,151 | $282K |
| Blue Trust, Inc. | 0.00% | Add +9.9% | 2,151 | $282K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | No change | 2,128 | $279K |
| KFA Private Wealth Group, LLC | 0.09% | New | 2,115 | $278K |
| Tompkins Financial Corp. | 0.03% | Add +11.9% | 2,105 | $276K |
| Wilson & Boucher Capital Management, LLC | 0.22% | No change | 2,100 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,095 | $275K |
| Beacon Investment Advisory Services, Inc. | 0.01% | Reduce -4.0% | 2,088 | $274K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 2,085 | $274K |
| Colonial Trust Co / SC | 0.05% | Reduce -34.1% | 2,070 | $272K |
| Fagan Associates, Inc. | 0.05% | Add +0.1% | 2,070 | $272K |
| BSW Wealth Partners | 0.05% | New | 2,069 | $272K |
| Kowal Investment Group, LLC | 0.06% | Add +0.9% | 2,066 | $271K |
| Fulton Bank, N.A. | 0.01% | Reduce -0.5% | 2,150 | $270K |
| GM Advisory Group, LLC | 0.02% | No change | 2,044 | $268K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -8.9% | 2,038 | $268K |
| GAMCO Investors | 0.00% | No change | 2,035 | $267K |
| Becker Capital Management Inc. | 0.01% | No change | 2,034 | $267K |
| KOM Wealth Management Group, LLC | 0.26% | Reduce -36.7% | 2,033 | $267K |
| TFB Advisors LLC | 0.10% | New | 2,090 | $266K |
| Ballentine Partners, LLC | 0.01% | Reduce -6.9% | 2,027 | $266K |
| Optimum Investment Advisors | 0.12% | Reduce -1.7% | 2,024 | $266K |
| LM Advisors LLC | 0.05% | No change | 2,000 | $262K |
| Gradient Investments LLC | 0.01% | Reduce -27.3% | 1,994 | $262K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -11.9% | 1,991 | $261K |
| McDonough Capital Management, Inc | 0.21% | Add +0.5% | 1,982 | $260K |
| Venture Visionary Partners LLC | 0.01% | Reduce -9.7% | 1,974 | $259K |
| Allred Capital Management, LLC | 0.10% | Reduce -60.3% | 1,972 | $259K |
| Essex Bank | 0.08% | No change | 2,069 | $259K |
| Strategic Financial Concepts, LLC | 0.06% | New | 1,963 | $258K |
| Collective Family Office LLC | 0.08% | No change | 1,948 | $256K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | New | 1,946 | $255K |
| Fiduciary Alliance LLC | 0.04% | Reduce -33.7% | 1,941 | $254K |
| Old North State Wealth Management, LLC | 0.17% | Reduce -2.1% | 1,926 | $253K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $253K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $252K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -10.4% | 1,919 | $252K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -4.5% | 1,919 | $252K |
| Great Lakes Retirement, Inc. | 0.04% | No change | 1,918 | $252K |
| Element Wealth, LLC | 0.15% | No change | 1,907 | $250K |
| Hall Capital Management Co. Inc. | 0.12% | Reduce -13.6% | 1,900 | $249K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 1,896 | $249K |
| New Insight Wealth Advisors | 0.16% | Reduce -0.3% | 1,894 | $249K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -10.9% | 1,888 | $248K |
| Monterey Private Wealth, Inc. | 0.10% | Reduce -14.0% | 1,885 | $247K |
| CGN Advisors LLC | 0.03% | No change | 1,875 | $246K |
| Israel Discount Bank of New York | 0.31% | No change | 1,875 | $246K |
| Plancorp, LLC | 0.01% | Reduce -5.9% | 1,874 | $246K |
| Providence Capital Advisors, LLC | 0.05% | Reduce -0.1% | 1,873 | $246K |
| Beacon Financial Advisory LLC | 0.12% | Reduce -5.0% | 1,871 | $246K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -7.2% | 1,860 | $244K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 1,850 | $243K |
| Rodgers Brothers Inc. | 0.03% | New | 1,850 | $243K |
| Zacks Investment Management | 0.00% | Add +0.2% | 1,839 | $241K |
| Oldfather Financial Services, LLC | 0.10% | New | 1,838 | $241K |
| Kintra Wealth, LLC | 0.18% | Reduce -5.6% | 1,835 | $241K |
| Formidable Asset Management, LLC | 0.04% | New | 1,833 | $241K |
| Godsey & Gibb, Inc. | 0.03% | Add +0.4% | 1,832 | $240K |
| WestHill Financial Advisors, Inc. | 0.06% | No change | 1,822 | $239K |
| Worth Asset Management, LLC | 0.15% | No change | 1,819 | $239K |
| Condor Capital Management | 0.02% | No change | 1,811 | $238K |
| Quaker Wealth Management, LLC | 0.10% | No change | 1,811 | $238K |
| Bailard, Inc. | 0.01% | Reduce -2.7% | 1,802 | $236K |
| Independence Bank of Kentucky | 0.07% | No change | 1,795 | $236K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -6.1% | 1,795 | $236K |
| Red Door Wealth Management, LLC | 0.05% | No change | 1,789 | $235K |
| Brookstone Capital Management | 0.00% | Reduce -21.9% | 1,785 | $234K |
| West Michigan Advisors, LLC | 0.08% | Add +1.1% | 1,769 | $232K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -31.0% | 1,769 | $232K |
| Bangor Savings Bank | 0.02% | No change | 1,759 | $231K |
| North Star Investment Management Corp. | 0.02% | Add +1.4% | 1,754 | $230K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 1,750 | $230K |
| Kraematon Investment Advisors, Inc. | 0.23% | Add +0.4% | 1,748 | $229K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -17.0% | 1,746 | $229K |
| Horizon Bancorp Inc. | 0.11% | Reduce -23.4% | 1,746 | $229K |
| Fiduciary Group, LLC | 0.02% | New | 1,738 | $228K |
| Cordgrass Capital Advisors, LLC | 0.07% | Reduce -51.7% | 1,729 | $227K |
| Roundview Capital LLC | 0.02% | No change | 1,721 | $226K |
| Balboa Wealth Partners | 0.07% | New | 1,715 | $225K |
| Epiq Partners, LLC | 0.15% | No change | 1,710 | $224K |
| Crestone Asset Management LLC | 0.05% | No change | 1,709 | $224K |
| Fidelis Capital Partners, LLC | 0.03% | New | 1,708 | $224K |
| Woodard & Co. Asset Management Group Inc. | 0.06% | No change | 1,705 | $224K |
| Atlas Private Wealth Management, LLC | 0.09% | No change | 1,701 | $223K |
| Marion Wealth Management | 0.07% | Reduce -4.3% | 1,700 | $223K |
| Beacon Capital Management, LLC | 0.05% | Add +16.4% | 1,694 | $222K |
| Kathmere Capital Management, LLC | 0.03% | No change | 1,689 | $222K |
| Center for Financial Planning, Inc. | 0.03% | Add +1.4% | 1,687 | $221K |
| Riverstone Advisors, LLC | 0.13% | No change | 1,680 | $220K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.2% | 1,678 | $220K |
| Headinvest, LLC | 0.04% | Add +1.5% | 1,675 | $220K |
| Summit X, LLC | 0.06% | Reduce -3.4% | 1,672 | $219K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -21.4% | 1,661 | $218K |
| McAdam, LLC | 0.01% | Reduce -2.5% | 1,656 | $217K |
| City Holding Co. | 0.03% | Reduce -2.8% | 1,644 | $216K |
| Regal Investment Advisors LLC | 0.01% | Reduce -18.5% | 1,643 | $216K |
| Wallace Advisory Group, LLC | 0.16% | Reduce -5.8% | 1,713 | $214K |
| US Financial Advisors, LLC | 0.07% | New | 1,626 | $213K |
| Ballast Advisors LLC | 0.07% | No change | 1,626 | $213K |
| Rothschild Investment LLC | 0.02% | No change | 1,624 | $213K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 1,623 | $213K |
| Signature Wealth Management Group | 0.10% | No change | 1,680 | $213K |
| Princeton Global Asset Management LLC | 0.05% | Add +0.4% | 1,622 | $213K |
| Gibson Capital, LLC | 0.05% | No change | 1,622 | $213K |
| Augustine Asset Management Inc. | 0.09% | Reduce -4.7% | 1,620 | $213K |
| Quadrant Capital Group LLC | 0.02% | Reduce -4.1% | 1,620 | $213K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,619 | $212K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -13.8% | 1,619 | $212K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,603 | $210K |
| Caerus Investment Advisors, LLC | 0.20% | New | 1,600 | $210K |
| Future Financial Wealth Managment LLC | 0.16% | New | 1,600 | $210K |
| First Foundation Advisors | 0.01% | Reduce -41.3% | 1,600 | $210K |
| McCarthy & Cox | 0.08% | — | 1,564 | $205K |
| Afg Fiduciary Services Limited Partnership | 0.15% | Reduce -32.5% | 1,569 | $204K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 1,551 | $203K |
| Seneca House Advisors | 0.09% | New | 1,548 | $203K |
| Nvest Financial, LLC | 0.13% | Reduce -92.8% | 1,543 | $202K |
| Ranch Capital Advisors Inc. | 0.11% | Reduce -33.5% | 1,542 | $202K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,538 | $202K |
| United Advisor Group, LLC | 0.08% | New | 1,537 | $202K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +15.9% | 1,500 | $197K |
| First Manhattan Co. Llc. | 0.00% | Reduce -9.5% | 1,485 | $195K |
| GAMMA Investing LLC | 0.04% | No change | 1,468 | $193K |
| Adirondack Trust Co. | 0.08% | No change | 1,460 | $192K |
| Transcendent Capital Group LLC | 0.11% | No change | 1,450 | $190K |
| PFG Private Wealth Management, LLC | 0.12% | No change | 1,419 | $186K |
| WealthShield Partners, LLC | 0.03% | Add +0.1% | 1,331 | $175K |
| Webster Bank, N. A. | 0.02% | No change | 1,316 | $173K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,300 | $171K |
| Versant Capital Management, Inc | 0.05% | No change | 1,292 | $170K |
| Luken Investment Analytics, LLC | 0.09% | No change | 1,287 | $169K |
| Hanson & Doremus Investment Management | 0.03% | Add +0.5% | 1,276 | $167K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,227 | $161K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 1,202 | $158K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,180 | $155K |
| Woodmont Investment Counsel LLC | 0.01% | New | 1,177 | $154K |
| Lindbrook Capital, LLC | 0.01% | Reduce -15.4% | 1,122 | $147K |
| Stephens Consulting, LLC | 0.04% | Add +103.5% | 1,115 | $146K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -17.8% | 1,079 | $142K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 1,075 | $141K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -13.7% | 1,070 | $140K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | Reduce -23.5% | 1,051 | $138K |
| Northwest Investment Counselors, LLC | 0.03% | New | 1,048 | $138K |
| Nvwm, LLC | 0.04% | Reduce -41.1% | 1,002 | $132K |
| Larson Financial Group LLC | 0.01% | No change | 1,001 | $131K |
| Operose Advisors LLC | 0.04% | No change | 969 | $127K |
| Creative Financial Designs Inc. | 0.01% | No change | 953 | $125K |
| RFP Financial Group LLC | 0.05% | New | 952 | $125K |
| Criterion Capital Advisors, LLC | 0.08% | No change | 861 | $113K |
| Hilltop National Bank | 0.04% | — | 842 | $111K |
| Howe & Rusling Inc. | 0.01% | Reduce -19.9% | 833 | $109K |
| TD Capital Management LLC | 0.01% | Add +5.8% | 825 | $108K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $107K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -9.0% | 815 | $107K |
| Horizons Wealth Management | 0.07% | No change | 850 | $106K |
| Main Street Group, LTD | 0.05% | Add +114.4% | 806 | $106K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +105.5% | 781 | $102K |
| Planning Capital Management Corp | 0.07% | No change | 778 | $102K |
| Citizens National Bank Trust Department | 0.02% | No change | 777 | $102K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 769 | $101K |
| Activest Wealth Management | 0.05% | Add +6.4% | 763 | $100K |
| Tyler-Stone Wealth Management | 0.04% | Add +2.0% | 760 | $100K |
| Anchor Investment Management, LLC | 0.01% | Add +7.1% | 756 | $99K |
| Motco | 0.01% | No change | 688 | $90K |
| GoalVest Advisory LLC | 0.03% | No change | 685 | $90K |
| Delta Asset Management LLC | 0.01% | No change | 684 | $90K |
| Simplex Trading, LLC | 0.00% | Add +52.4% | 634 | $83K |
| Armor Investment Advisors, LLC | 0.04% | Reduce -17.7% | 620 | $81K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 605 | $79K |
| Resources Management Corp. /CT/ | 0.01% | New | 600 | $79K |
| Trivant Custom Portfolio Group, LLC | 0.05% | No change | 600 | $79K |
| Bray Capital Advisors | 0.02% | No change | 600 | $79K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $79K |
| Avion Wealth | 0.02% | No change | 592 | $78K |
| Grove Bank & Trust | 0.01% | No change | 582 | $76K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 562 | $74K |
| Compass Wealth Management LLC | 0.02% | No change | 530 | $70K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $68K |
| Vima LLC | 0.08% | Add +8.3% | 546 | $68K |
| Retirement Group, LLC | 0.02% | Reduce -11.8% | 509 | $67K |
| Pineridge Advisors LLC | 0.02% | No change | 506 | $66K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $66K |
| Trifecta Capital Advisors, LLC | 0.02% | No change | 500 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +51.7% | 490 | $64K |
| Castleview Partners, LLC | 0.04% | Add +0.4% | 483 | $63K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 477 | $63K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $62K |
| Clearstead Trust, LLC | 0.02% | No change | 475 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -51.2% | 473 | $62K |
| TruNorth Capital Management, LLC | 0.02% | — | 462 | $61K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -43.8% | 450 | $59K |
| MGB Wealth Management, LLC | 0.02% | No change | 445 | $58K |
| Addison Advisors LLC | 0.02% | Reduce -14.5% | 443 | $58K |
| Tucker Asset Management LLC | 0.01% | Reduce -16.0% | 437 | $57K |
| NFSG Corp | 0.02% | Reduce -44.9% | 431 | $57K |
| SouthState Bank Corp | 0.00% | No change | 430 | $56K |
| West Oak Capital, LLC | 0.02% | No change | 425 | $56K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -46.9% | 407 | $53K |
| Continuum Advisory, LLC | 0.01% | New | 401 | $53K |
| FWL Investment Management, LLC | 0.03% | Reduce -13.7% | 367 | $48K |
| Founders Capital Management | 0.03% | No change | 360 | $47K |
| Cyrus J. Lawrence, LLC | 0.01% | — | 362 | $47K |
| Smartleaf Asset Management LLC | 0.01% | No change | 357 | $47K |
| Morling Financial Advisors, LLC | 0.03% | No change | 353 | $46K |
| Biltmore Family Office, LLC | 0.01% | No change | 350 | $46K |
| AlphaMark Advisors, LLC | 0.02% | No change | 340 | $45K |
| City State Bank | 0.02% | No change | 338 | $44K |
| Bare Financial Services, Inc | 0.04% | No change | 342 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $43K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $43K |
| WFA Asset Management Corp | 0.02% | Add +101.9% | 319 | $42K |
| CarsonAllaria Wealth Management, Ltd. | 0.03% | New | 317 | $42K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -2.5% | 310 | $41K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $40K |
| McIlrath & Eck, LLC | 0.01% | No change | 299 | $39K |
| American Capital Advisory, LLC | 0.03% | No change | 314 | $39K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $39K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $39K |
| Abound Wealth Management | 0.01% | Reduce -59.2% | 284 | $37K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -93.8% | 282 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -35.8% | 278 | $36K |
| Private Ocean, LLC | 0.00% | Reduce -92.3% | 273 | $36K |
| Palouse Capital Management, Inc. | 0.02% | Reduce -96.9% | 256 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Add +101.6% | 252 | $33K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 250 | $33K |
| Scarborough Advisors, LLC | 0.01% | No change | 237 | $31K |
| Friedenthal Financial | 0.02% | No change | 236 | $31K |
| Aspire Wealth Management Corp | 0.02% | No change | 234 | $31K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 229 | $30K |
| Silicon Valley Capital Partners | 0.00% | No change | 227 | $30K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | Add +2.8% | 223 | $29K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +76.8% | 221 | $29K |
| Gables Capital Management Inc. | 0.02% | New | 215 | $28K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 214 | $28K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +20.2% | 208 | $27K |
| Tower View Wealth Management LLC | 0.02% | Add +95.2% | 205 | $27K |
| Nemes Rush Group LLC | 0.00% | No change | 189 | $25K |
| Pflug Koory, LLC | 0.00% | No change | 185 | $24K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 180 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $23K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 175 | $23K |
| Global Assets Advisory, LLC | 0.01% | New | 175 | $23K |
| First United Bank & Trust | 0.01% | No change | 174 | $23K |
| Perritt Capital Management Inc | 0.01% | Reduce -37.3% | 168 | $22K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $21K |
| Front Row Advisors LLC | 0.01% | New | 157 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 148 | $19K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 147 | $19K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 145 | $19K |
| PrairieView Partners, LLC | 0.00% | Add +7.8% | 139 | $19K |
| M&R Capital Management Inc. | 0.00% | No change | 139 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | Reduce -30.6% | 136 | $18K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -13.2% | 132 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 122 | $16K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 120 | $16K |
| Rain Capital Management, LLC | 0.01% | Add +0.8% | 118 | $15K |
| Toth Financial Advisory Corp. | 0.00% | New | 117 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -49.5% | 112 | $14K |
| Register Financial Advisors LLC | 0.01% | Add +61.2% | 108 | $14K |
| Bright Financial Advisors, Inc. | 0.01% | — | 12,990 | $13K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $13K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 97 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 82 | $11K |
| First Pacific Financial | 0.00% | Reduce -33.0% | 75 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | — | 73 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 62 | $8K |
| WR Wealth Planners, LLC | 0.00% | New | 60 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -96.4% | 51 | $7K |
| Chilton Capital Management LLC | 0.00% | Reduce -90.8% | 48 | $6K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -93.3% | 41 | $5K |
| West Branch Capital LLC | 0.00% | No change | 40 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| Caitlin John, LLC | 0.00% | Add +3.5% | 30 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 28 | $4K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 20 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 13 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -80.8% | 10 | $1K |
| BNP Paribas Financial Markets | 0.00% | Add +50.0% | 3 | $394 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $128 |
"% of holder's portfolio" is SDY's weight in each manager's 13F, not the share of SS SPDR S&P Dividend ETF the manager owns.