SS SPDR S&P Dividend ETFSDYETF
13F holders, Q2 2024 (June 30)1,103holders −8
42new positions
50sold out
6famous investors
$126.98avg. 13F price*
At the end of Q2 2024, 1,103 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, down 8 from Q1 2024. 42 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($996.3M), Morgan Stanley ($592.5M) and LPL Financial LLC ($374.0M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $23.5M |
| Exits | 50 | $34.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,558,572 shares bought and 3,337,364 shares sold, net −1,778,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,103 holders
| Bank of America Corp. | 0.10% | Reduce -2.7% | 7,833,665 | $996.3M |
| Morgan Stanley | 0.05% | Reduce -2.6% | 4,658,693 | $592.5M |
| LPL Financial LLC | 0.19% | Reduce -0.2% | 2,940,524 | $374.0M |
| Joel Isaacson & Co., LLC | 16.24% | Add +1.9% | 2,431,616 | $309.3M |
| Royal Bank of Canada | 0.07% | Reduce -3.6% | 2,412,543 | $306.8M |
| Raymond James & Associates | 0.19% | Reduce -2.0% | 2,256,492 | $287.0M |
| Ameriprise Financial Inc. | 0.07% | Reduce -9.8% | 1,936,063 | $246.0M |
| Wells Fargo & Company | 0.06% | Reduce -2.3% | 1,842,625 | $234.3M |
| UBS Group AG | 0.07% | Reduce -3.5% | 1,759,595 | $223.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.5% | 1,323,564 | $168.3M |
| Richard Bernstein Advisors LLC | 3.63% | Reduce -4.0% | 1,287,134 | $163.7M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -4.0% | 1,127,197 | $143.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.6% | 1,090,794 | $138.7M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -0.6% | 1,074,634 | $136.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.4% | 913,192 | $116.1M |
| Truist Financial Corp. | 0.17% | Reduce -8.8% | 890,488 | $113.3M |
| Pathstone Holdings, LLC | 0.45% | Reduce -0.9% | 775,149 | $98.6M |
| 1ST Source Bank | 5.53% | Reduce -2.2% | 744,043 | $94.6M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -26.0% | 727,780 | $92.6M |
| Destination Wealth Management | 2.93% | Reduce -0.5% | 698,057 | $88.8M |
| Cetera Investment Advisers | 0.20% | Reduce -0.9% | 682,480 | $86.8M |
| Capital Investment Advisors, LLC | 1.59% | Reduce -2.2% | 551,587 | $70.2M |
| HighTower Advisors, LLC | 0.11% | Add +5.4% | 536,251 | $68.2M |
| MAI Capital Management | 0.65% | Reduce -1.5% | 519,295 | $66.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 516,467 | $65.7M |
| Osaic Holdings, Inc. | 0.14% | Reduce -13.2% | 470,559 | $59.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.2% | 467,553 | $59.5M |
| Creative Planning | 0.06% | Add +1.1% | 461,739 | $58.7M |
| MML Investors Services, LLC | 0.22% | Reduce -3.8% | 437,596 | $55.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.7% | 398,838 | $50.7M |
| Elk River Wealth Management LLC | 9.38% | Add +3.9% | 376,830 | $47.9M |
| Legacy Financial Group LLC | 9.29% | Reduce -5.6% | 371,379 | $47.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +114.9% | 363,430 | $46.2M |
| Nan Shan Life Insurance Co., Ltd. | 1.07% | Add +26.1% | 357,410 | $45.5M |
| Moneta Group Investment Advisors LLC | 0.71% | Add +0.7% | 348,402 | $44.3M |
| J.Safra Asset Management Corp | 4.33% | Add +1.6% | 337,694 | $42.9M |
| Linscomb Wealth, Inc. | 2.00% | Reduce -1.9% | 303,428 | $38.6M |
| Clearstead Advisors, LLC | 0.62% | Add +17.5% | 287,780 | $36.6M |
| O'Dell Group, LLC | 8.76% | No change | 272,349 | $35.7M |
| Kestra Advisory Services, LLC | 0.20% | Add +84.5% | 275,981 | $35.1M |
| Marino, Stram & Associates LLC | 8.14% | Reduce -1.9% | 261,842 | $33.3M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -30.8% | 257,867 | $32.8M |
| Orion Porfolio Solutions, LLC | 0.34% | Reduce -9.9% | 254,505 | $32.4M |
| Orion Portfolio Solutions, LLC | 0.34% | Reduce -9.9% | 254,505 | $32.4M |
| Scotia Capital Inc. | 0.18% | Add +19.6% | 245,026 | $31.2M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -19.9% | 238,751 | $30.4M |
| Graves Light Lenhart Wealth, Inc. | 3.43% | Add +0.6% | 238,164 | $30.0M |
| Baird Financial Group, Inc. | 0.06% | Reduce -2.4% | 229,519 | $29.2M |
| Wolff Financial Management LLC | 20.92% | Add +1.5% | 222,814 | $28.3M |
| Bank of Montreal | 0.01% | Reduce -5.4% | 216,928 | $28.1M |
| Stifel Financial Corp. | 0.03% | Add +0.1% | 207,565 | $26.4M |
| Klingman & Associates, LLC | 1.78% | Reduce -2.0% | 206,405 | $26.3M |
| Flaharty Asset Management, LLC | 3.80% | Add +0.5% | 202,110 | $25.7M |
| Mariner, LLC | 0.05% | Reduce -6.4% | 201,861 | $25.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.1% | 196,199 | $25.0M |
| NWF Advisory Services Inc. | 3.66% | Add +0.7% | 180,870 | $23.0M |
| Jackson, Grant Investment Advisers, Inc. | 9.21% | Add +2.1% | 179,231 | $22.8M |
| Hyperion Partners, LLC | 15.95% | Add +4.2% | 175,689 | $22.3M |
| UMB Bank, n.a. | 0.33% | Add +0.4% | 158,611 | $20.2M |
| Capital Advisors, Ltd. LLC | 2.57% | Reduce -4.6% | 155,811 | $19.8M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +0.5% | 145,025 | $18.4M |
| Captrust Financial Advisors | 0.06% | Reduce -2.8% | 140,723 | $17.9M |
| Baltimore-Washington Financial Advisors, Inc. | 1.05% | Add +7.8% | 140,521 | $17.9M |
| Comerica Bank | 0.07% | Reduce -0.3% | 136,908 | $17.4M |
| Private Advisor Group, LLC | 0.12% | Reduce -4.5% | 136,029 | $17.3M |
| TD Private Client Wealth LLC | 0.53% | Reduce -4.6% | 131,207 | $16.7M |
| Prosperity Consulting Group, LLC | 2.10% | Reduce -5.9% | 121,509 | $15.5M |
| Jones Financial Companies LLLP | 0.02% | Add +97.0% | 119,976 | $15.3M |
| Bokf, NA | 0.27% | Reduce -2.6% | 119,571 | $15.2M |
| Financial Counselors Inc. | 0.24% | Reduce -0.2% | 115,063 | $14.6M |
| CRA Financial Services, LLC | 2.94% | Reduce -1.8% | 114,615 | $14.6M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -15.5% | 110,452 | $14.0M |
| Hubbell Strickland Wealth Management, LLC | 7.03% | Reduce -0.0% | 110,195 | $14.0M |
| Avantax Advisory Services, Inc. | 0.10% | Add +1.5% | 108,108 | $13.7M |
| National Bank of Canada | 0.02% | Reduce -2.0% | 108,461 | $13.6M |
| Associated Banc-Corp | 0.42% | Reduce -8.5% | 106,027 | $13.5M |
| FMR LLC | 0.00% | Add +6.6% | 103,435 | $13.2M |
| Cwm, LLC | 0.06% | Reduce -14.2% | 101,941 | $13.0M |
| Cibc World Market Inc. | 0.03% | Add +0.6% | 99,496 | $12.7M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +2.7% | 99,219 | $12.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.7% | 98,683 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.9% | 97,397 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +3.2% | 104,273 | $12.4M |
| Savant Capital, LLC | 0.12% | Add +4.2% | 95,573 | $12.2M |
| HB Wealth Management, LLC | 0.14% | Reduce -4.0% | 95,000 | $12.1M |
| KCM Investment Advisors LLC | 0.44% | Reduce -2.5% | 94,709 | $12.0M |
| Equitable Holdings, Inc. | 0.13% | Reduce -4.5% | 93,434 | $11.9M |
| Wesbanco Bank Inc. | 0.44% | Add +0.7% | 93,150 | $11.8M |
| NBT Bank, N.A. | 0.83% | Reduce -5.4% | 90,952 | $11.6M |
| Sard Wealth Management Group, LLC | 8.08% | Reduce -8.3% | 90,469 | $11.5M |
| Focus Partners Wealth | 0.04% | Add +14.8% | 90,273 | $11.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.28% | Reduce -3.0% | 86,951 | $11.1M |
| Ameritas Investment Partners, Inc. | 0.38% | Add +4.5% | 86,507 | $11.0M |
| Ironwood Wealth Management, Inc. | 5.51% | Add +1.4% | 84,226 | $10.9M |
| Sage Rhino Capital LLC | 2.58% | Add +0.5% | 84,922 | $10.8M |
| Regent Peak Wealth Advisors LLC | 2.43% | Reduce -1.4% | 83,414 | $10.6M |
| AlTi Global, Inc. | 0.28% | No change | 80,703 | $10.3M |
| US Bancorp \de | 0.01% | Reduce -3.7% | 79,757 | $10.1M |
| Sanctuary Advisors, LLC | 0.07% | — | 78,785 | $10.0M |
| IHT Wealth Management, LLC | 0.37% | Reduce -9.1% | 77,844 | $9.9M |
| Blair William & Co. | 0.03% | Reduce -2.3% | 76,571 | $9.7M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 75,278 | $9.6M |
| Neumann Capital Management, LLC | 3.18% | Add +0.4% | 72,806 | $9.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -1.3% | 72,416 | $9.2M |
| Destiny Wealth Partners, LLC | 1.58% | Reduce -3.3% | 69,007 | $8.8M |
| SMI Advisory Services, LLC | 2.16% | Add +221.9% | 69,300 | $8.7M |
| Peterson Wealth Management | 5.40% | Add +31.4% | 68,739 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Add +87.3% | 68,194 | $8.7M |
| Financial Advocates Investment Management | 0.54% | Add +7.5% | 68,144 | $8.7M |
| Apexium Financial, LP | 0.62% | Reduce -2.7% | 67,977 | $8.6M |
| Simmons Bank | 0.64% | Reduce -1.4% | 66,965 | $8.5M |
| Wellspring Financial Advisors, LLC | 0.95% | Reduce -6.7% | 66,507 | $8.5M |
| Mission Wealth Management, LP | 0.23% | Reduce -2.4% | 66,056 | $8.4M |
| CIBC Private Wealth Group LLC | 0.02% | Add +10.8% | 65,123 | $8.2M |
| CX Institutional | 0.38% | Reduce -2.6% | 64,274 | $8.2M |
| Moneco Advisors, LLC | 1.20% | Reduce -2.2% | 63,947 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -1.1% | 63,571 | $8.1M |
| Raymond James Trust N.A. | 0.19% | Reduce -1.1% | 63,335 | $8.1M |
| Brown Advisory Inc. | 0.01% | Reduce -2.5% | 63,138 | $8.0M |
| First National Corp. /Ma/ | 1.90% | Reduce -11.9% | 62,668 | $8.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Add +0.0% | 61,988 | $7.9M |
| Composition Wealth, LLC | 0.19% | Add +7.3% | 61,128 | $7.8M |
| Greenleaf Trust | 0.07% | Add +1.9% | 60,957 | $7.8M |
| Precedent Wealth Partners, LLC | 3.09% | Add +0.8% | 60,427 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Add +2.1% | 59,533 | $7.6M |
| ProVise Management Group, LLC | 0.64% | Reduce -45.3% | 59,364 | $7.5M |
| American Money Management, LLC | 1.61% | Add +0.6% | 59,308 | $7.5M |
| Whitegate Investment Counselors, Inc. | 2.12% | Add +0.1% | 58,802 | $7.5M |
| Smithfield Trust Co | 0.39% | Reduce -4.5% | 57,980 | $7.4M |
| Cerity Partners LLC | 0.02% | Reduce -5.1% | 57,635 | $7.3M |
| MSH Capital Advisors LLC | 2.45% | Add +7.9% | 57,591 | $7.3M |
| Franklin Resources Inc. | 0.00% | Reduce -5.2% | 56,206 | $7.1M |
| Aries Wealth Management | 2.24% | Reduce -0.5% | 55,857 | $7.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.69% | Add +1.9% | 55,541 | $7.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.50% | Reduce -47.6% | 55,339 | $7.0M |
| Citadel Advisors | 0.01% | Reduce -10.4% | 54,826 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.54% | Add +0.8% | 54,825 | $7.0M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -0.3% | 54,075 | $6.9M |
| M&T Bank Corp | 0.02% | Reduce -3.1% | 53,942 | $6.9M |
| Regions Financial Corp. | 0.05% | Reduce -1.4% | 53,746 | $6.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -0.8% | 53,306 | $6.8M |
| 1832 Asset Management L.P. | 0.01% | Reduce -20.2% | 53,027 | $6.7M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -4.5% | 52,618 | $6.7M |
| Axiom Advisory, LLC | 0.07% | New | 51,592 | $6.6M |
| Dumont & Blake Investment Advisors LLC | 0.94% | Add +99.3% | 52,187 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.31% | Reduce -2.3% | 52,017 | $6.6M |
| Aspen Grove Capital, LLC | 1.53% | No change | 51,207 | $6.5M |
| Altus Wealth Group LLC | 3.24% | Reduce -23.7% | 50,891 | $6.5M |
| Kitching Partners, LLC | 11.72% | Add +0.3% | 50,638 | $6.4M |
| Private Wealth Group, LLC | 3.34% | Add +0.8% | 50,053 | $6.4M |
| Whittier Trust Co. | 0.09% | Reduce -7.9% | 49,745 | $6.3M |
| Oppenheimer & Co. Inc. | 0.10% | Add +0.3% | 48,043 | $6.1M |
| TL Private Wealth | 2.73% | Reduce -2.5% | 45,649 | $6.0M |
| Synovus Financial Corp. | 0.08% | Add +3.0% | 47,494 | $6.0M |
| Salomon & Ludwin, LLC | 0.67% | Reduce -42.7% | 47,656 | $6.0M |
| Fifth Third Wealth Advisors LLC | 0.46% | Add +69.6% | 47,234 | $6.0M |
| Shulman DeMeo Asset Management LLC | 1.55% | Reduce -0.9% | 46,580 | $5.9M |
| Johnson & White Wealth Management, LLC | 5.61% | Reduce -14.7% | 46,196 | $5.9M |
| Alpha Cubed Investments, LLC | 0.28% | Reduce -3.1% | 45,937 | $5.8M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Reduce -0.5% | 45,790 | $5.8M |
| Essex Financial Services, Inc. | 0.43% | Add +0.4% | 43,279 | $5.8M |
| 1834 Investment Advisors Co. | 0.69% | Reduce -7.8% | 45,098 | $5.7M |
| Balefire, LLC | 2.03% | Add +129.5% | 44,929 | $5.7M |
| Trilogy Capital Inc. | 0.31% | Add +1.0% | 44,814 | $5.7M |
| Cornerstone Advisory, LLC | 0.79% | Reduce -0.6% | 44,410 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.34% | Reduce -4.0% | 43,954 | $5.6M |
| Connecticut Wealth Management, LLC | 0.28% | Reduce -0.6% | 43,416 | $5.5M |
| Black Diamond Financial, LLC | 1.06% | Add +500.3% | 43,147 | $5.5M |
| Ieq Capital, LLC | 0.07% | Add +6.7% | 42,757 | $5.4M |
| &partners | 0.23% | Add +251.3% | 42,157 | $5.4M |
| Americana Partners, LLC | 0.42% | Reduce -14.5% | 41,992 | $5.3M |
| Carmichael Hill & Associates, Inc. | 2.17% | Reduce -0.3% | 41,987 | $5.3M |
| Concourse Financial Group Securities, Inc. | 0.33% | Add +0.1% | 41,974 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 3.63% | Add +0.0% | 41,850 | $5.3M |
| Deutsche Bank AG | 0.00% | Add +1.6% | 41,626 | $5.3M |
| CENTRAL TRUST Co | 0.13% | Reduce -3.4% | 41,579 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -8.5% | 41,085 | $5.2M |
| Lido Advisors, LLC | 0.04% | Reduce -3.5% | 40,496 | $5.2M |
| Centennial Bank | 2.52% | Reduce -1.7% | 40,385 | $5.1M |
| First Horizon Advisors, Inc. | 0.15% | Reduce -1.7% | 39,371 | $5.0M |
| NorthRock Partners, LLC | 0.19% | Reduce -30.4% | 38,702 | $4.9M |
| EP Wealth Advisors, LLC | 0.05% | Add +12.0% | 38,491 | $4.9M |
| Forbes Financial Planning, Inc. | 3.80% | Add +1.5% | 38,019 | $4.8M |
| Transcend Capital Advisors, LLC | 0.34% | Reduce -0.6% | 37,068 | $4.7M |
| GTS Securities LLC | 0.10% | Add +242.0% | 37,065 | $4.7M |
| Simon Quick Advisors, LLC | 0.33% | Add +3.5% | 37,018 | $4.7M |
| American Trust | 0.38% | Reduce -3.8% | 36,583 | $4.7M |
| Capstone Wealth Management Group, LLC | 3.04% | Add +4.0% | 36,568 | $4.7M |
| Pettyjohn, Wood & White, Inc. | 0.89% | Reduce -2.0% | 35,941 | $4.6M |
| Firestone Capital Management | 1.24% | Add +0.6% | 35,765 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.0% | 34,444 | $4.4M |
| Stock Yards Bank & Trust Co. | 0.14% | Reduce -1.5% | 34,191 | $4.3M |
| Perennial Investment Advisors, LLC | 0.61% | Add +2.0% | 33,293 | $4.2M |
| Valley Wealth Managers, Inc. | 0.34% | Reduce -8.2% | 33,239 | $4.2M |
| Westside Investment Management, Inc. | 0.95% | Add +5.0% | 32,672 | $4.2M |
| BlackRock Inc. | 0.00% | Reduce -0.4% | 32,357 | $4.1M |
| Meridian Wealth Advisors, LLC | 0.73% | Add +2.9% | 32,301 | $4.1M |
| Global Retirement Partners, LLC | 0.13% | Add +14.1% | 31,405 | $4.0M |
| DAVENPORT & Co LLC | 0.03% | Reduce -5.2% | 31,182 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -56.0% | 31,036 | $3.9M |
| Etfidea, LLC | 1.33% | Reduce -3.3% | 30,979 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +3.9% | 30,814 | $3.9M |
| Townsquare Capital LLC | 0.05% | Add +48.8% | 30,734 | $3.9M |
| Canandaigua National Bank & Trust Co. | 0.42% | New | 30,424 | $3.9M |
| Moloney Securities Asset Management, LLC | 0.56% | Add +7.3% | 30,403 | $3.9M |
| Denver Wealth Management, Inc. | 1.93% | Reduce -9.1% | 30,358 | $3.9M |
| EverSource Wealth Advisors, LLC | 0.25% | Add +4.6% | 28,441 | $3.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 1.86% | Add +8.7% | 30,095 | $3.8M |
| Waverly Advisors, LLC | 0.07% | Add +0.5% | 29,454 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -17.4% | 29,236 | $3.7M |
| FDx Advisors, Inc. | 1.03% | Reduce -1.6% | 29,181 | $3.7M |
| Mechanics Bank Trust Department | 0.53% | Reduce -1.1% | 29,107 | $3.7M |
| LifeSteps Financial, Inc. | 3.00% | Reduce -15.3% | 28,599 | $3.6M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -11.2% | 28,392 | $3.6M |
| Lewis Asset Management, LLC | 2.73% | Reduce -0.6% | 28,096 | $3.6M |
| Mycio Wealth Partners, LLC | 0.91% | Reduce -13.2% | 28,078 | $3.6M |
| Prospera Financial Services Inc | 0.10% | Add +9.2% | 27,335 | $3.5M |
| FineMark National Bank & Trust | 0.12% | Add +9.0% | 26,573 | $3.4M |
| Sugar Maple Asset Management, LLC | 3.27% | Add +3.9% | 26,562 | $3.4M |
| Cadent Capital Advisors, LLC | 1.36% | Reduce -0.5% | 26,262 | $3.3M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.2% | 26,163 | $3.3M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -0.8% | 26,078 | $3.3M |
| Stephens Inc. | 0.05% | Add +2.7% | 26,056 | $3.3M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -12.8% | 25,871 | $3.3M |
| Wealthspire Retirement, LLC | 0.27% | Reduce -2.7% | 25,689 | $3.3M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -0.4% | 25,427 | $3.2M |
| Chicago Partners Investment Group LLC | 0.12% | Add +632.7% | 23,945 | $3.2M |
| Legacy Advisors, LLC | 0.39% | No change | 25,231 | $3.2M |
| Asset Management Group, Inc. | 0.48% | Reduce -3.8% | 24,819 | $3.2M |
| Graypoint LLC | 0.22% | Reduce -10.2% | 24,736 | $3.1M |
| Sage Capital Management, LLC | 1.63% | Add +0.3% | 24,416 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +2.9% | 24,394 | $3.1M |
| Allworth Financial LP | 0.02% | Reduce -2.5% | 23,173 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +5.3% | 23,883 | $3.0M |
| AA Financial Advisors, LLC | 1.07% | Add +7.4% | 23,834 | $3.0M |
| Planning Directions Inc. | 2.05% | Reduce -9.5% | 23,680 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -14.9% | 23,337 | $3.0M |
| Welch & Forbes LLC | 0.04% | No change | 23,100 | $2.9M |
| Treasure Coast Financial Planning | 1.92% | Reduce -0.8% | 22,903 | $2.9M |
| Natixis Advisors, LLC | 0.01% | Add +20.6% | 22,870 | $2.9M |
| Meridian Financial Advisors, LLC | 2.09% | Add +10.3% | 22,674 | $2.9M |
| Redwood Wealth Management Group, LLC | 2.17% | Reduce -2.5% | 22,624 | $2.9M |
| Twin Focus Capital Partners, LLC | 0.45% | Reduce -1.4% | 22,280 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -56.7% | 22,207 | $2.8M |
| Lansing Street Advisors | 1.16% | Reduce -2.1% | 21,909 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -10.6% | 21,843 | $2.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Reduce -5.4% | 21,769 | $2.8M |
| New England Private Wealth Advisors LLC | 0.48% | Reduce -1.1% | 21,674 | $2.8M |
| Advisory Services Network, LLC | 0.06% | Add +80.4% | 21,665 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +5.1% | 21,487 | $2.7M |
| Carnegie Investment Counsel | 0.08% | Reduce -0.4% | 21,367 | $2.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.0% | 21,000 | $2.7M |
| Narwhal Capital Management | 0.25% | No change | 20,989 | $2.7M |
| Argent Trust Co | 0.12% | Reduce -0.9% | 20,844 | $2.7M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.6% | 20,526 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.67% | Reduce -3.1% | 20,489 | $2.6M |
| Hillcrest Wealth Advisors - NY, LLC | 1.39% | No change | 20,280 | $2.6M |
| Choreo, LLC | 0.04% | Add +6.7% | 20,387 | $2.6M |
| Montag A & Associates Inc. | 0.13% | Reduce -8.7% | 20,110 | $2.6M |
| Visionary Wealth Advisors | 0.16% | Reduce -12.7% | 19,637 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 19,535 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -55.0% | 19,519 | $2.5M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +0.8% | 19,505 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Add +0.1% | 19,469 | $2.5M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +1.9% | 19,294 | $2.5M |
| Roble, Belko & Company, Inc | 0.41% | Reduce -0.4% | 19,083 | $2.4M |
| Sachetta, LLC | 1.05% | Reduce -11.7% | 17,968 | $2.4M |
| Drucker Wealth 3.0, LLC | 0.64% | — | 18,899 | $2.4M |
| Thomasville National Bank | 0.19% | Reduce -0.1% | 18,806 | $2.4M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.9% | 18,803 | $2.4M |
| Axxcess Wealth Management, LLC | 0.06% | Add +10.6% | 18,381 | $2.3M |
| Principle Wealth Partners LLC | 0.18% | Add +13.9% | 18,323 | $2.3M |
| Brighton Jones LLC | 0.08% | Add +3.0% | 18,192 | $2.3M |
| Silver Oak Securities, Incorporated | 0.34% | Add +1575.3% | 18,076 | $2.3M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -0.4% | 17,996 | $2.3M |
| Western Wealth Management, LLC | 0.17% | Reduce -4.7% | 17,844 | $2.3M |
| Stablepoint Partners, LLC | 0.44% | Reduce -4.0% | 16,813 | $2.3M |
| Harbour Capital Advisors, LLC | 0.53% | No change | 17,763 | $2.2M |
| Calydon Capital | 0.40% | Add +0.7% | 17,430 | $2.2M |
| Investment Partners, LTD. | 0.99% | Reduce -24.1% | 17,394 | $2.2M |
| Flputnam Investment Management Co. | 0.04% | Add +54.2% | 17,325 | $2.2M |
| Retirement Investment Advisors, Inc. | 0.27% | — | 17,279 | $2.2M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -5.7% | 17,218 | $2.2M |
| Fiduciary Trust Co | 0.03% | No change | 17,178 | $2.2M |
| Arkadios Wealth Advisors | 0.15% | Add +298.4% | 16,965 | $2.2M |
| PDS Planning, Inc | 0.22% | Add +0.8% | 16,963 | $2.2M |
| SVB Wealth LLC | 0.05% | Reduce -30.1% | 16,948 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -9.4% | 17,072 | $2.2M |
| Cozad Asset Management Inc. | 0.21% | Add +1.0% | 16,705 | $2.1M |
| Strategy Asset Managers LLC | 0.47% | Reduce -2.8% | 17,175 | $2.1M |
| Union Savings Bank | 1.10% | Reduce -0.7% | 16,534 | $2.1M |
| CoreCap Advisors, LLC | 0.22% | Reduce -17.8% | 16,337 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -6.1% | 16,294 | $2.1M |
| Atria Investments, Inc | 0.03% | Reduce -7.2% | 16,276 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +39.4% | 16,226 | $2.1M |
| Occidental Asset Management, LLC | 0.36% | No change | 16,226 | $2.1M |
| Capital Advisory Group Advisory Services, LLC | 0.88% | Reduce -1.2% | 16,174 | $2.1M |
| Intrua Financial, LLC | 0.33% | Reduce -4.6% | 16,128 | $2.1M |
| Haverford Trust Co | 0.02% | Reduce -0.6% | 16,083 | $2.0M |
| Eagle Strategies LLC | 0.39% | Add +4.7% | 15,972 | $2.0M |
| Ellenbecker Investment Group | 0.41% | Reduce -0.7% | 15,933 | $2.0M |
| Madison Asset Management, LLC | 0.02% | Reduce -12.1% | 15,793 | $2.0M |
| Belpointe Asset Management LLC | 0.14% | Add +11.4% | 15,753 | $2.0M |
| Focus Financial Network, Inc. | 0.09% | Reduce -1.9% | 14,964 | $2.0M |
| Charles Schwab Trust Co | 0.18% | Reduce -2.1% | 15,700 | $2.0M |
| One Capital Management, LLC | 0.07% | Add +230.0% | 15,696 | $2.0M |
| Mgo One Seven LLC | 0.09% | Add +363.8% | 15,667 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +5.6% | 14,815 | $2.0M |
| Aspiriant, LLC | 0.08% | Reduce -1.3% | 15,564 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Add +1.6% | 15,524 | $2.0M |
| High Falls Advisors, Inc | 0.48% | Add +7.3% | 15,517 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +0.7% | 15,501 | $2.0M |
| Cadence Bank | 0.15% | Reduce -8.8% | 15,374 | $2.0M |
| Aberdeen Wealth Management LLC | 1.30% | Add +0.0% | 15,110 | $1.9M |
| Hollencrest Capital Management | 0.08% | No change | 14,936 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.48% | No change | 14,911 | $1.9M |
| Peak Asset Management, LLC | 0.37% | No change | 14,896 | $1.9M |
| Performa Ltd (US), LLC | 0.77% | No change | 14,763 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +34.3% | 14,662 | $1.9M |
| Ledyard National Bank | 0.18% | Reduce -10.5% | 14,635 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.38% | No change | 14,676 | $1.8M |
| Coston, McIsaac & Partners | 0.58% | Reduce -2.6% | 14,417 | $1.8M |
| Bridge Advisory, LLC | 0.90% | Add +0.2% | 14,338 | $1.8M |
| PFG Investments, LLC | 0.13% | Add +9.7% | 14,323 | $1.8M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -9.8% | 14,149 | $1.8M |
| Principal Securities, Inc. | 0.05% | Reduce -1.8% | 14,079 | $1.8M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -9.9% | 13,877 | $1.8M |
| Citizens Financial Group Inc. | 0.04% | Add +269.4% | 13,859 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Reduce -8.4% | 13,789 | $1.8M |
| Evergreen Capital Management LLC | 0.06% | Add +3.5% | 13,695 | $1.7M |
| Daymark Wealth Partners, LLC | 0.08% | Add +553.2% | 13,685 | $1.7M |
| Smart Money Group LLC | 0.62% | Reduce -5.5% | 12,865 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.1% | 13,516 | $1.7M |
| Schechter Investment Advisors, LLC | 0.13% | Reduce -0.6% | 13,360 | $1.7M |
| Lodestar Private Asset Management LLC | 0.23% | Reduce -2.5% | 13,282 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.8% | 13,030 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 1.06% | Add +0.7% | 13,027 | $1.7M |
| Alera Investment Advisors, LLC | 0.19% | No change | 12,739 | $1.6M |
| MIdWestOne Financial Group, Inc. | 0.29% | Add +4.8% | 12,692 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +7.9% | 12,567 | $1.6M |
| Tufton Capital Management | 0.31% | Reduce -0.2% | 12,557 | $1.6M |
| Investors Research Corp | 0.37% | Reduce -3.6% | 12,451 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.7% | 12,409 | $1.6M |
| Abbrea Capital, LLC | 0.21% | Reduce -6.9% | 12,362 | $1.6M |
| BOK Financial Private Wealth, Inc. | 0.11% | Reduce -4.7% | 12,273 | $1.6M |
| Keybank National Association | 0.01% | Reduce -3.1% | 12,255 | $1.6M |
| Index Fund Advisors, Inc. | 0.09% | No change | 12,241 | $1.6M |
| TFG Advisers LLC | 0.60% | Add +0.5% | 12,138 | $1.5M |
| Bank Ozk | 0.67% | Reduce -0.3% | 12,107 | $1.5M |
| Aspect Partners, LLC | 0.91% | Add +0.3% | 12,021 | $1.5M |
| Bouchey Financial Group, Ltd. | 0.14% | No change | 12,000 | $1.5M |
| Stonegate Investment Group, LLC | 0.04% | Reduce -59.4% | 11,983 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +4.3% | 11,950 | $1.5M |
| Cambridge Capital Management, LLC | 1.12% | Reduce -0.3% | 11,863 | $1.5M |
| Cooksen Wealth, LLC | 1.51% | Add +1.5% | 11,798 | $1.5M |
| Hourglass Capital, LLC | 0.44% | Reduce -0.2% | 11,590 | $1.5M |
| Jeppson Wealth Management, LLC | 0.56% | Reduce -4.3% | 11,530 | $1.5M |
| White Pine Capital LLC | 0.55% | No change | 11,486 | $1.5M |
| Realta Investment Advisors | 0.28% | Add +53.0% | 11,380 | $1.4M |
| MPS Loria Financial Planners, LLC | 0.46% | Reduce -4.3% | 11,290 | $1.4M |
| Creekmur Asset Management LLC | 0.37% | Add +0.1% | 11,269 | $1.4M |
| First Hawaiian Bank | 0.05% | Reduce -11.2% | 11,244 | $1.4M |
| Tyche Wealth Partners LLC | 0.35% | Reduce -1.3% | 11,171 | $1.4M |
| McNaughton Wealth Management, LLC | 0.75% | Add +4.9% | 11,143 | $1.4M |
| Destiny Capital Corp | 0.96% | Reduce -1.1% | 11,038 | $1.4M |
| Bar Harbor Wealth Management | 0.09% | No change | 10,893 | $1.4M |
| Trust Co. of Vermont | 0.08% | Add +2.4% | 10,891 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | No change | 10,777 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -14.8% | 10,820 | $1.4M |
| Rebalance, LLC | 0.11% | Add +0.7% | 10,810 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +2.3% | 10,749 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -10.5% | 10,655 | $1.4M |
| Smith, Moore & Co. | 0.14% | Reduce -1.1% | 10,646 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +0.4% | 10,549 | $1.3M |
| Centaurus Financial, Inc. | 0.09% | Reduce -34.1% | 10,487 | $1.3M |
| One Wealth Map LLC | 0.82% | Add +1.2% | 9,987 | $1.3M |
| Forum Financial Management, LP | 0.02% | Reduce -11.7% | 10,360 | $1.3M |
| WCG Wealth Advisors LLC | 0.10% | Add +0.8% | 10,357 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +10.0% | 10,352 | $1.3M |
| Harbour Trust & Investment Management Co | 0.16% | Reduce -6.8% | 10,350 | $1.3M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -4.8% | 10,348 | $1.3M |
| Larson Financial Group LLC | 0.09% | Add +933.7% | 10,347 | $1.3M |
| Coastline Trust Co | 0.15% | Reduce -16.0% | 10,337 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.1% | 10,334 | $1.3M |
| Virtue Capital Management, LLC | 0.22% | Add +0.9% | 9,860 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 10,198 | $1.3M |
| Councilor Wealth, LLC | 0.67% | Reduce -1.3% | 10,177 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +119.5% | 10,136 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | Reduce -4.0% | 10,045 | $1.3M |
| MAS Advisors LLC | 3.03% | Reduce -67.7% | 10,005 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -5.3% | 9,986 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.14% | No change | 9,675 | $1.3M |
| IFG Advisory, LLC | 0.08% | Reduce -2.1% | 9,862 | $1.3M |
| Sage Mountain Advisors LLC | 0.12% | Reduce -1.4% | 9,853 | $1.3M |
| Sunbelt Securities, Inc. | 0.13% | Add +4.7% | 9,762 | $1.2M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.7% | 9,736 | $1.2M |
| Pacific Sun Financial Corp | 0.73% | Reduce -3.0% | 9,718 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -4.3% | 9,706 | $1.2M |
| Sentinel Pension Advisors, LLC | 0.26% | Add +0.3% | 9,663 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Add +3.4% | 9,649 | $1.2M |
| Howard Wealth Management, LLC | 0.96% | Add +2.2% | 9,616 | $1.2M |
| Warner Financial, Inc. | 0.60% | Add +0.3% | 9,602 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.61% | Reduce -2.2% | 9,600 | $1.2M |
| Richwood Investment Advisors, LLC | 1.06% | Reduce -1.1% | 9,554 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.8% | 9,465 | $1.2M |
| Capital Advisors Inc. | 0.02% | Add +3.0% | 9,463 | $1.2M |
| Transform Wealth, LLC | 0.09% | Reduce -1.5% | 9,447 | $1.2M |
| Compass Ion Advisors, LLC | 0.17% | No change | 8,979 | $1.2M |
| SRH Advisors, LLC | 0.39% | No change | 9,185 | $1.2M |
| HRT Financial LP | 0.01% | New | 9,189 | $1.2M |
| Diversified Trust Co. | 0.03% | Reduce -12.2% | 9,174 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +17.7% | 9,162 | $1.2M |
| Summit Trail Advisors, LLC | 0.03% | No change | 9,154 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.11% | New | 9,145 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -6.7% | 9,138 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.6% | 9,128 | $1.2M |
| High Net Worth Advisory Group LLC | 0.35% | Reduce -3.1% | 9,104 | $1.2M |
| Pursue Wealth Partners LLC | 0.63% | No change | 9,064 | $1.2M |
| Blue Fin Capital, Inc. | 0.23% | Reduce -4.9% | 9,044 | $1.2M |
| Verdence Capital Advisors LLC | 0.10% | Add +0.7% | 8,996 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.31% | Reduce -3.0% | 8,888 | $1.1M |
| Family Asset Management, LLC | 0.72% | Reduce -0.1% | 8,823 | $1.1M |
| Agate Pass Investment Management, LLC | 0.60% | Reduce -1.4% | 8,820 | $1.1M |
| Westmount Partners, LLC | 0.37% | Add +0.3% | 8,897 | $1.1M |
| CW Advisors, LLC | 0.02% | Reduce -0.8% | 8,681 | $1.1M |
| StoneX Group Inc. | 0.09% | Add +39.9% | 8,658 | $1.1M |
| International Assets Investment Management, LLC | 0.10% | Reduce -6.8% | 8,636 | $1.1M |
| SlateStone Wealth, LLC | 0.12% | Add +3.9% | 8,524 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -9.6% | 8,490 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Add +6.5% | 8,053 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.26% | Reduce -0.5% | 8,390 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.75% | Reduce -32.0% | 8,278 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.33% | Add +0.6% | 8,217 | $1.0M |
| Summit Financial, LLC | 0.05% | Reduce -3.1% | 8,199 | $1.0M |
| Seven Springs Wealth Group, LLC | 0.42% | No change | 8,192 | $1.0M |
| Florida Trust Wealth Management Co | 0.04% | No change | 8,171 | $1.0M |
| Financial Management Network Inc. | 0.25% | Reduce -6.6% | 8,215 | $1.0M |
| Weaver Consulting Group | 0.36% | Reduce -2.7% | 8,164 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.2% | 8,100 | $1.0M |
| Capital Analysts, LLC | 0.05% | Reduce -1.9% | 8,072 | $1.0M |
| Caprock Group, LLC | 0.04% | Add +7.3% | 8,044 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.09% | Reduce -7.5% | 7,969 | $1.0M |
| American State Bank (Iowa) | 0.65% | No change | 7,957 | $1.0M |
| First National Trust Co | 0.04% | Add +0.7% | 7,914 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.8% | 7,869 | $1.0M |
| Strategic Blueprint, LLC | 0.07% | Reduce -8.2% | 7,839 | $997K |
| Mathes Company, Inc. | 0.36% | No change | 7,740 | $984K |
| Patron Partners, LLC | 0.57% | Add +0.1% | 7,665 | $975K |
| Two Sigma Securities, LLC | 0.05% | Add +228.3% | 7,665 | $975K |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -8.6% | 7,660 | $974K |
| Fort Point Capital Partners LLC | 0.12% | Reduce -0.7% | 7,574 | $963K |
| Relative Value Partners Group, LLC | 0.13% | Reduce -34.2% | 7,571 | $963K |
| Lake Street Private Wealth, LLC | 0.13% | Add +0.0% | 7,571 | $963K |
| STAR Financial Bank | 0.73% | Reduce -36.3% | 7,493 | $953K |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.4% | 7,483 | $952K |
| Curbstone Financial Management Corp | 0.20% | No change | 7,350 | $935K |
| Wescott Financial Advisory Group, LLC | 0.11% | No change | 7,341 | $934K |
| Wetzel Investment Advisors, Inc. | 0.54% | Add +0.1% | 7,111 | $933K |
| American Institute for Advanced Investment Management, LLP | 0.71% | Reduce -3.4% | 7,290 | $927K |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | No change | 7,277 | $925K |
| JFS Wealth Advisors, LLC | 0.07% | No change | 7,257 | $923K |
| Lion Street Advisors, LLC | 0.34% | Add +0.3% | 7,148 | $909K |
| Adero Partners, LLC | 0.07% | Add +3.3% | 7,100 | $903K |
| Financial Partners Group, Inc | 0.14% | Reduce -9.7% | 7,056 | $897K |
| Seamount Financial Group Inc. | 0.73% | Add +2.6% | 7,049 | $896K |
| Kovack Advisors, Inc. | 0.10% | Reduce -7.0% | 7,022 | $893K |
| O'Brien Wealth Partners LLC | 0.20% | Add +0.5% | 6,972 | $887K |
| Private Trust Co. NA | 0.10% | Reduce -0.4% | 6,970 | $886K |
| N.E.W. Advisory Services LLC | 0.10% | Add +1.8% | 6,944 | $883K |
| Walden Wealth Partners LLC | 0.49% | No change | 6,941 | $883K |
| One Day In July LLC | 0.11% | New | 6,928 | $881K |
| LaSalle St. Investment Advisors, LLC | 0.44% | Reduce -0.0% | 6,861 | $873K |
| Simplicity Wealth,LLC | 0.02% | Add +78.4% | 6,777 | $862K |
| Central Valley Advisors, LLC | 0.37% | Reduce -84.8% | 618 | $860K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -3.4% | 6,733 | $856K |
| Park Avenue Securities LLC | 0.01% | Reduce -19.9% | 6,730 | $856K |
| Kingsview Wealth Management, LLC | 0.02% | Add +60.1% | 6,724 | $855K |
| SevenBridge Financial Group, LLC | 0.19% | Add +0.1% | 6,447 | $853K |
| Sandy Cove Advisors, LLC | 0.38% | Reduce -2.3% | 6,670 | $848K |
| REDW Wealth LLC | 0.22% | No change | 6,663 | $847K |
| Covenant Asset Management, LLC | 0.19% | Add +184.2% | 6,635 | $844K |
| Jane Street Group, LLC | 0.00% | Reduce -86.8% | 6,593 | $838K |
| Arete Wealth Advisors, LLC | 0.07% | New | 6,562 | $834K |
| New Century Financial Group, LLC | 0.35% | No change | 6,540 | $832K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,465 | $822K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.8% | 6,447 | $820K |
| Triangle Securities Wealth Management | 0.23% | Reduce -0.3% | 6,442 | $819K |
| HHM Wealth Advisors, LLC | 0.12% | No change | 6,428 | $818K |
| Greenhouse Wealth Management, LLC | 0.59% | Add +0.3% | 6,382 | $812K |
| Peoples Bank | 0.42% | Add +1.3% | 6,364 | $809K |
| Inscription Capital, LLC | 0.13% | No change | 6,317 | $803K |
| Wedbush Securities Inc. | 0.03% | Add +11.8% | 6,274 | $798K |
| Interchange Capital Partners, LLC | 0.29% | Add +3.0% | 6,237 | $793K |
| United Bank | 0.39% | Reduce -34.4% | 6,216 | $791K |
| Taylor Financial Group, Inc. | 0.61% | Reduce -0.2% | 6,214 | $790K |
| Certified Advisory Corp | 0.10% | Reduce -1.4% | 6,203 | $789K |
| Market Street Wealth Management Advisors LLC | 0.13% | Reduce -6.9% | 6,183 | $786K |
| Agf Management Ltd. | 0.00% | Reduce -47.2% | 6,163 | $784K |
| Wintrust Investments LLC | 0.06% | No change | 6,144 | $781K |
| MKT Advisors LLC | 0.39% | Add +0.2% | 6,167 | $778K |
| Integrity Wealth Solutions LLC | 0.51% | Add +0.7% | 6,114 | $778K |
| Calamos Wealth Management LLC | 0.04% | Reduce -1.6% | 6,054 | $770K |
| Heritage Financial Services, LLC | 0.11% | No change | 6,015 | $765K |
| Glassman Wealth Services | 0.14% | Add +15.6% | 6,003 | $763K |
| First Commonwealth Financial Corp | 0.20% | No change | 5,997 | $763K |
| RFG Advisory, LLC | 0.02% | Add +0.5% | 5,996 | $763K |
| My Legacy Advisors, LLC | 0.24% | Reduce -0.1% | 5,982 | $761K |
| Country Club Bank | 0.05% | No change | 5,956 | $758K |
| Garden State Investment Advisory Services LLC | 0.26% | Add +0.8% | 5,938 | $755K |
| Saxon Interests, Inc. | 0.36% | Reduce -23.7% | 5,930 | $754K |
| Baker Tilly Wealth Management, LLC | 0.31% | Reduce -53.0% | 5,920 | $753K |
| Guyasuta Investment Advisors Inc. | 0.06% | No change | 6,024 | $753K |
| NewEdge Wealth, LLC | 0.02% | Reduce -79.8% | 5,888 | $749K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.1% | 5,882 | $748K |
| Coldstream Capital Management Inc. | 0.02% | Add +1.6% | 5,863 | $746K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 5,823 | $741K |
| Carson Advisory Inc. | 0.52% | Reduce -0.6% | 5,822 | $740K |
| MWA Asset Management | 0.53% | Reduce -0.8% | 5,801 | $738K |
| First Heartland Consultants, Inc. | 0.07% | Add +1.3% | 5,787 | $736K |
| Burns J W & Co. Inc. | 0.10% | Reduce -7.3% | 5,784 | $736K |
| Private Portfolio Partners LLC | 0.60% | Add +0.7% | 5,773 | $734K |
| Lake Street Advisors Group, LLC | 0.04% | Add +17.4% | 5,756 | $732K |
| West Bancorporation Inc. | 0.54% | Reduce -2.9% | 5,739 | $730K |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.5% | 5,737 | $730K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -3.6% | 5,726 | $728K |
| Benchmark Wealth Management, LLC | 0.39% | No change | 5,686 | $723K |
| LS Investment Advisors, LLC | 0.11% | Reduce -5.8% | 5,665 | $720K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -36.4% | 5,661 | $720K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.0% | 5,645 | $718K |
| Good Life Advisors, LLC | 0.06% | Add +7.5% | 5,620 | $715K |
| AlphaStar Capital Management, LLC | 0.07% | Add +15.0% | 5,593 | $711K |
| Mather Group, Llc. | 0.01% | Add +63.4% | 5,395 | $708K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +10.6% | 5,496 | $699K |
| Navis Wealth Advisors, LLC | 0.80% | Reduce -2.5% | 5,493 | $699K |
| NorthCoast Asset Management LLC | 0.01% | Add +5.0% | 5,488 | $698K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -2.3% | 5,431 | $691K |
| Meridian Wealth Management, LLC | 0.08% | New | 5,429 | $690K |
| Beacon Bridge Wealth Partners, LLC | 0.31% | Reduce -24.0% | 5,349 | $680K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.6% | 5,339 | $679K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,325 | $677K |
| Meritage Portfolio Management | 0.04% | No change | 5,321 | $677K |
| Paragon Financial Partners, Inc. | 0.53% | Add +0.3% | 5,315 | $676K |
| Appleton Partners Inc. | 0.05% | Reduce -6.0% | 5,305 | $675K |
| Addison Capital Co | 0.29% | Add +15.6% | 5,253 | $668K |
| Alexander Labrunerie & Co., Inc. | 0.36% | Reduce -0.5% | 5,227 | $665K |
| Adamsbrown Wealth Consultants LLC | 0.26% | Reduce -47.2% | 5,225 | $665K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.5% | 5,213 | $663K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -0.8% | 5,195 | $661K |
| Phillips Financial Management, LLC | 0.05% | Reduce -0.9% | 5,186 | $660K |
| Cascade Financial Partners, LLC | 0.09% | No change | 5,169 | $657K |
| Atticus Wealth Management, LLC | 0.21% | Reduce -42.7% | 5,156 | $656K |
| Cambridge Advisors Inc. | 0.15% | No change | 5,146 | $654K |
| Private Capital Management LLC | 0.13% | Reduce -3.1% | 5,112 | $650K |
| Kwmg, LLC | 0.07% | Reduce -12.0% | 5,036 | $640K |
| Noesis Capital Mangement Corp. | 0.14% | Reduce -19.5% | 5,034 | $640K |
| Cypress Capital Group | 0.08% | No change | 5,004 | $636K |
| Atlas Private Wealth Advisors | 0.10% | Add +30.5% | 5,002 | $636K |
| ORG Partners LLC | 0.08% | New | 5,034 | $634K |
| Tudor Investment Corporation | 0.01% | Add +58.8% | 4,984 | $634K |
| Kaydan Wealth Management, Inc. | 0.22% | Reduce -6.9% | 4,978 | $633K |
| World Investment Advisors | 0.04% | New | 4,959 | $631K |
| Berkeley, Inc | 0.39% | Reduce -1.8% | 4,887 | $622K |
| Diversify Advisory Services, LLC | 0.03% | Add +35.3% | 4,910 | $620K |
| Fiduciary Family Office, LLC | 0.24% | Reduce -3.6% | 4,855 | $617K |
| BigSur Wealth Management LLC | 0.19% | No change | 4,850 | $617K |
| Clarity Capital Partners LLC | 0.38% | Add +10.5% | 4,828 | $614K |
| Horst & Graben Wealth Management LLC | 0.12% | Reduce -5.3% | 4,813 | $612K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $610K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.2% | 4,782 | $608K |
| Global Trust Asset Management, LLC | 0.24% | Add +1.2% | 4,766 | $606K |
| Koshinski Asset Management, Inc. | 0.06% | Add +16.9% | 4,800 | $606K |
| Investment Advisory Group, LLC | 0.23% | Add +0.0% | 4,758 | $605K |
| AE Wealth Management LLC | 0.01% | Add +51.9% | 4,721 | $600K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -5.1% | 4,716 | $600K |
| Sageworth Trust Co | 0.04% | No change | 4,717 | $600K |
| Disciplined Investments, LLC | 0.31% | Reduce -0.8% | 4,648 | $591K |
| Jacobi Capital Management LLC | 0.05% | Reduce -0.9% | 4,636 | $590K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -22.3% | 4,652 | $587K |
| Archer Investment Corp | 0.17% | Add +0.8% | 4,613 | $587K |
| Hilltop Holdings Inc. | 0.07% | Reduce -2.0% | 4,602 | $585K |
| Private Wealth Advisors, LLC | 0.25% | Reduce -1.1% | 4,633 | $583K |
| Childress Capital Advisors, LLC | 0.16% | No change | 4,571 | $581K |
| Capasso Planning Partners LLC | 0.19% | New | 4,560 | $580K |
| Ehrlich Financial Group | 0.46% | Reduce -9.6% | 4,546 | $578K |
| LexAurum Advisors, LLC | 0.14% | Reduce -5.1% | 4,522 | $575K |
| Moors & Cabot, Inc. | 0.03% | Add +1.1% | 4,516 | $574K |
| Holistic Financial Partners | 0.29% | Reduce -1.9% | 4,497 | $572K |
| Essex Private Wealth Management, LLC | 1.45% | Reduce -0.2% | 4,497 | $572K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +2.4% | 4,494 | $572K |
| OneAscent Financial Services LLC | 0.08% | Add +3.5% | 4,477 | $569K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -0.8% | 4,419 | $562K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -34.1% | 4,417 | $562K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -9.2% | 4,417 | $562K |
| Ransom Advisory, Ltd | 0.28% | Reduce -0.6% | 4,370 | $556K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -0.1% | 33,264 | $552K |
| Spinnaker Investment Group, LLC | 0.15% | Reduce -15.3% | 4,329 | $551K |
| Bond & Devick Financial Network, Inc. | 0.29% | No change | 4,313 | $549K |
| Walkner Condon Financial Advisors LLC | 0.12% | Add +13.4% | 4,312 | $548K |
| Emprise Bank | 0.34% | No change | 4,295 | $546K |
| Cary Street Partners Asset Management LLC | 0.08% | Add +0.4% | 4,272 | $543K |
| Ellis Investment Partners, LLC | 0.11% | Reduce -4.3% | 4,254 | $541K |
| Indiana Trust & Investment Management Co | 0.20% | Add +7.6% | 4,254 | $541K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,254 | $541K |
| YHB Investment Advisors, Inc. | 0.05% | Add +6.0% | 4,249 | $540K |
| Sutton Place Investors LLC | 0.36% | No change | 4,224 | $537K |
| Insigneo Advisory Services, LLC | 0.06% | Add +112.8% | 4,083 | $536K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,204 | $535K |
| Glenmede Trust Co. NA | 0.00% | Reduce -38.3% | 4,185 | $532K |
| Magnus Financial Group LLC | 0.06% | Add +4.3% | 4,177 | $531K |
| Rossmore Private Capital | 0.07% | No change | 4,155 | $528K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +0.2% | 4,157 | $528K |
| Compound Planning, Inc. | 0.04% | Reduce -2.6% | 4,138 | $526K |
| Key Financial Inc | 0.13% | Reduce -1.9% | 4,129 | $525K |
| Hengehold Capital Management LLC | 0.05% | No change | 4,124 | $524K |
| Wedmont Private Capital | 0.03% | Add +5.9% | 4,018 | $524K |
| WealthBridge Capital Management, LLC | 0.17% | Reduce -1.4% | 4,115 | $523K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.5% | 4,098 | $521K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,097 | $521K |
| James Investment Research, Inc. | 0.06% | No change | 4,095 | $521K |
| Certuity, LLC | 0.04% | Reduce -15.9% | 4,085 | $520K |
| Fortune Financial Advisors, LLC | 0.32% | Reduce -31.9% | 4,081 | $519K |
| Kapstone Financial Advisors LLC | 0.34% | No change | 4,063 | $517K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +38.1% | 4,038 | $513K |
| Beacon Bank & Trust | 0.13% | Add +0.4% | 4,007 | $510K |
| Ashford Advisors, LLC | 0.12% | No change | 4,000 | $509K |
| Crewe Advisors LLC | 0.06% | No change | 3,992 | $508K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.1% | 3,965 | $504K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Add +102.8% | 3,946 | $502K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -3.9% | 3,944 | $502K |
| Truepoint, Inc. | 0.01% | No change | 3,941 | $501K |
| Canal Capital Management, LLC | 0.09% | Add +15.4% | 3,941 | $501K |
| Sawgrass Asset Management LLC | 0.05% | No change | 3,936 | $501K |
| First American Bank | 0.04% | No change | 3,934 | $500K |
| Rodgers & Associates, LTD | 0.06% | No change | 3,907 | $497K |
| Missouri Trust & Investment Co | 0.19% | Reduce -1.9% | 3,885 | $494K |
| Resolute Wealth Strategies, LLC | 0.28% | Reduce -4.8% | 3,862 | $491K |
| Global Financial Private Client, LLC | 0.20% | No change | 3,854 | $490K |
| Matrix Asset Advisors Inc. | 0.06% | Add +0.1% | 3,847 | $489K |
| Selective Wealth Management, Inc. | 0.22% | Reduce -4.9% | 3,868 | $488K |
| MCF Advisors LLC | 0.04% | Add +1.4% | 3,816 | $485K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -21.7% | 3,775 | $480K |
| Acropolis Investment Management, LLC | 0.03% | No change | 3,747 | $476K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $476K |
| Matrix Private Capital Group LLC | 0.30% | Add +4.2% | 3,741 | $476K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.1% | 3,730 | $474K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -82.0% | 3,700 | $471K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -20.0% | 3,690 | $469K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -2.8% | 3,689 | $469K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,687 | $469K |
| Nadler Financial Group, Inc. | 0.05% | Add +8.5% | 3,665 | $466K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -4.9% | 3,655 | $465K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Add +15.6% | 3,645 | $464K |
| Private Management Group Inc. | 0.02% | New | 3,642 | $463K |
| Csenge Advisory Group | 0.03% | Add +0.2% | 3,637 | $463K |
| BIP Wealth, LLC | 0.04% | Add +12.4% | 3,631 | $462K |
| Executive Wealth Management, LLC | 0.08% | Reduce -2.4% | 3,622 | $461K |
| Round Rock Advisors LLC | 0.11% | Reduce -30.0% | 3,602 | $458K |
| Vantage Financial Partners, LLC | 0.12% | Add +2.3% | 3,584 | $456K |
| M3 Advisory Group, LLC | 0.37% | Add +3.9% | 3,577 | $455K |
| Private Ocean, LLC | 0.04% | Add +1205.9% | 3,565 | $453K |
| Nicolet Bankshares Inc. | 0.09% | Reduce -1.0% | 3,551 | $452K |
| Unionview, LLC | 0.37% | Add +2.5% | 3,543 | $451K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +0.3% | 3,516 | $447K |
| LJI Wealth Management, LLC | 0.10% | New | 3,505 | $446K |
| West Paces Advisors Inc. | 0.12% | Reduce -0.6% | 3,502 | $445K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +4.9% | 3,472 | $442K |
| American National Bank & Trust | 0.05% | Reduce -2.8% | 3,460 | $440K |
| Commerce Bank | 0.00% | Reduce -10.7% | 3,459 | $440K |
| Washington Trust Advisors, Inc. | 0.04% | Add +2.3% | 3,455 | $439K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -9.1% | 3,454 | $439K |
| Arkos Global Advisors | 0.07% | No change | 3,454 | $439K |
| Albion Financial Group | 0.03% | Reduce -94.6% | 3,433 | $437K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 3,408 | $433K |
| Pinnacle Financial Group, LLC / IL | 0.18% | No change | 3,380 | $430K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,380 | $430K |
| Fortis Capital Advisors, LLC | 0.15% | Add +44.4% | 3,336 | $424K |
| Hoylecohen, LLC | 0.03% | Reduce -1.5% | 3,321 | $422K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -9.6% | 3,310 | $421K |
| Baugh & Associates, LLC | 0.22% | Reduce -11.5% | 3,030 | $420K |
| Quadcap Wealth Management, LLC | 0.08% | No change | 3,289 | $418K |
| HTG Investment Advisors, Inc. | 0.23% | Reduce -11.5% | 3,288 | $418K |
| Jmac Enterprises LLC | 0.07% | Reduce -0.6% | 3,283 | $418K |
| Plante Moran Financial Advisors, LLC | 0.04% | Reduce -4.3% | 3,281 | $417K |
| GEM Asset Management, LLC | 0.26% | No change | 3,276 | $417K |
| Apollon Financial, LLC | 0.13% | No change | 3,237 | $412K |
| PCA Investment Advisory Services Inc. | 0.22% | Add +0.7% | 3,228 | $411K |
| Exencial Wealth Advisors, LLC | 0.02% | No change | 3,199 | $407K |
| Premier Path Wealth Partners, LLC | 0.07% | Add +7.7% | 3,196 | $406K |
| Boston Family Office LLC | 0.03% | Reduce -2.4% | 3,192 | $406K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -3.3% | 3,168 | $403K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,159 | $402K |
| Lakewood Asset Management LLC | 0.28% | No change | 3,156 | $401K |
| Parcion Private Wealth LLC | 0.04% | Reduce -94.8% | 3,155 | $401K |
| Smith & Howard Wealth Management, LLC | 0.12% | Add +10.5% | 3,151 | $401K |
| AQR Capital Management | 0.00% | No change | 3,147 | $400K |
| Leo Wealth, LLC | 0.04% | Reduce -5.7% | 3,138 | $399K |
| Secure Asset Management, LLC | 0.08% | Add +6.0% | 3,121 | $397K |
| Curi Capital, LLC | 0.01% | Reduce -41.9% | 3,103 | $395K |
| WFA of San Diego, LLC | 0.35% | — | 3,093 | $393K |
| Avior Wealth Management, LLC | 0.02% | Reduce -4.6% | 3,088 | $393K |
| Bessemer Group Inc. | 0.00% | Add +9.3% | 3,065 | $390K |
| Berger Financial Group, Inc | 0.03% | Add +2.8% | 3,044 | $387K |
| Harfst & Associates, Inc. | 0.09% | Reduce -0.5% | 3,025 | $385K |
| ICONIQ Capital, LLC | 0.01% | New | 3,024 | $385K |
| WESCAP Management Group, Inc. | 0.11% | No change | 3,013 | $383K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 3,010 | $383K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 2,992 | $381K |
| Loudon Investment Management, LLC | 0.22% | No change | 2,990 | $380K |
| Asset Dedication, LLC | 0.03% | No change | 2,978 | $379K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +3.9% | 2,947 | $375K |
| Foster Group, Inc. | 0.01% | No change | 2,936 | $373K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $373K |
| Legacy Trust | 0.09% | No change | 2,928 | $372K |
| Kanawha Capital Management LLC | 0.03% | Reduce -1.9% | 2,918 | $371K |
| Veridan Wealth LLC | 0.15% | — | 2,733 | $371K |
| Prio Wealth Limited Partnership | 0.01% | No change | 2,915 | $371K |
| LBMC Investment Advisors, LLC | 0.03% | Add +10.0% | 2,908 | $370K |
| Gratus Capital, LLC | 0.01% | Reduce -0.7% | 2,908 | $370K |
| Hoge Financial Services, LLC | 0.30% | Add +0.7% | 2,907 | $370K |
| Hyman Charles D | 0.02% | No change | 2,900 | $369K |
| River Wealth Advisors LLC | 0.05% | Reduce -5.8% | 2,899 | $369K |
| CGN Advisors LLC | 0.04% | Add +54.6% | 2,898 | $369K |
| New Hampshire Trust | 0.08% | Reduce -3.4% | 2,896 | $368K |
| Schnieders Capital Management LLC | 0.07% | No change | 2,896 | $368K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -3.4% | 2,893 | $368K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -16.5% | 2,883 | $367K |
| M Holdings Securities, Inc. | 0.05% | New | 2,876 | $366K |
| John W. Brooker & Co., CPAs | 0.18% | Reduce -0.1% | 2,864 | $364K |
| Summit X, LLC | 0.08% | Add +69.3% | 2,830 | $363K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 2,856 | $363K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.8% | 2,850 | $362K |
| Eagle Global Advisors LLC | 0.02% | Add +0.5% | 2,836 | $361K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -3.9% | 2,832 | $360K |
| NTV Asset Management LLC | 0.05% | No change | 2,827 | $360K |
| Lanark Financial, Inc. | 0.03% | Add +0.3% | 2,820 | $358K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,809 | $357K |
| My Personal CFO, LLC | 0.19% | No change | 2,800 | $356K |
| SkyOak Wealth, LLC | 0.08% | Add +26.8% | 2,785 | $354K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,780 | $354K |
| Gen-Wealth Partners Inc | 0.17% | No change | 2,757 | $351K |
| King Wealth Management Group | 0.06% | No change | 2,746 | $349K |
| United Advisor Group, LLC | 0.11% | Add +78.4% | 2,742 | $349K |
| VitalStone Financial, LLC | 0.25% | Reduce -0.1% | 2,740 | $348K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -30.6% | 2,738 | $348K |
| Ridgecrest Wealth Partners, LLC | 0.21% | No change | 2,724 | $346K |
| S.E.E.D. Planning Group LLC | 0.12% | No change | 2,687 | $342K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $341K |
| Blue Chip Partners, LLC | 0.03% | Add +0.7% | 2,673 | $340K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 2,653 | $337K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +0.7% | 2,622 | $334K |
| Provident Wealth Management, LLC | 0.12% | Add +0.4% | 2,614 | $332K |
| Tennessee Valley Asset Management Partners | 0.06% | New | 2,591 | $330K |
| Fisher Asset Management | 0.00% | New | 2,581 | $328K |
| Colonial River Investments, LLC | 0.18% | Reduce -10.2% | 2,580 | $328K |
| Broadleaf Partners, LLC | 0.08% | Add +0.2% | 2,580 | $328K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $328K |
| Gries Financial LLC | 0.07% | No change | 2,570 | $327K |
| TrinityPoint Wealth, LLC | 0.05% | Add +3.6% | 2,562 | $326K |
| Tsfg, LLC | 0.08% | No change | 2,555 | $325K |
| Patten & Patten Inc. | 0.02% | Add +2.4% | 2,544 | $324K |
| Institutional & Family Asset Management, LLC | 0.05% | No change | 2,540 | $323K |
| Veltria Advisors Corp. | 0.12% | Add +3.9% | 2,535 | $322K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +5.9% | 2,533 | $322K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +1.0% | 2,525 | $321K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 2,522 | $321K |
| Clarity Wealth Advisors, LLC | 0.10% | No change | 2,514 | $320K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -90.4% | 2,505 | $319K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,500 | $318K |
| Integrated Investment Consultants, LLC | 0.09% | No change | 2,409 | $316K |
| ICA Group Wealth Management, LLC | 0.19% | Reduce -69.2% | 2,484 | $316K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $316K |
| MidAtlantic Capital Management, Inc. | 0.26% | No change | 2,479 | $315K |
| Hoffman, Alan N Investment Management | 0.15% | No change | 2,471 | $314K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +1.3% | 2,465 | $313K |
| Blue Trust, Inc. | 0.00% | Add +9.5% | 2,356 | $309K |
| Titleist Asset Management, LLC | 0.05% | No change | 2,429 | $309K |
| Oak Asset Management, LLC | 0.11% | No change | 2,425 | $308K |
| QRG Capital Management, Inc. | 0.00% | Add +0.4% | 2,420 | $308K |
| Insight Wealth Strategies, LLC | 0.04% | New | 2,419 | $308K |
| Callan Capital, LLC | 0.03% | Reduce -0.8% | 2,413 | $307K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +6.6% | 2,404 | $306K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $305K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,397 | $305K |
| Family Legacy, Inc. | 0.11% | Reduce -6.1% | 2,393 | $304K |
| Cutter & CO Brokerage, Inc. | 0.07% | Add +0.5% | 2,389 | $304K |
| Thrive Wealth Management, LLC | 0.06% | Add +36.8% | 2,388 | $304K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,381 | $303K |
| Bernardo Wealth Planning LLC | 0.08% | Reduce -1.0% | 2,358 | $300K |
| Engineers Gate Manager LP | 0.01% | New | 2,353 | $299K |
| Marcum Wealth, LLC | 0.03% | Reduce -4.6% | 2,350 | $299K |
| Tompkins Financial Corp. | 0.03% | Add +11.2% | 2,340 | $298K |
| Financial Freedom, LLC | 0.17% | Reduce -19.3% | 2,328 | $296K |
| Fagan Associates, Inc. | 0.05% | Add +12.2% | 2,322 | $295K |
| Cascade Investment Group, Inc. | 0.23% | Reduce -6.1% | 2,319 | $295K |
| Wealthstream Advisors, Inc. | 0.11% | No change | 2,310 | $294K |
| Hardin Capital Partners, LLC | 0.19% | — | 2,308 | $294K |
| Founders Financial Securities LLC | 0.03% | New | 2,305 | $293K |
| Second Line Capital, LLC | 0.09% | Reduce -29.1% | 2,303 | $293K |
| Core Wealth Management, Inc. | 0.12% | Reduce -4.8% | 2,298 | $292K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -4.1% | 2,294 | $292K |
| Iron Gate Global Advisors LLC | 0.05% | No change | 2,300 | $291K |
| West Michigan Advisors, LLC | 0.09% | Add +29.2% | 2,285 | $291K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $291K |
| Caldwell Trust Co | 0.03% | Reduce -0.8% | 2,279 | $290K |
| Walter & Keenan Wealth Management LLC /in/ | 0.09% | Add +6.8% | 2,273 | $289K |
| KPP Advisory Services LLC | 0.08% | Reduce -10.7% | 2,269 | $289K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,267 | $288K |
| Revisor Wealth Management LLC | 0.20% | Reduce -50.0% | 2,266 | $288K |
| HM Payson & Co. | 0.01% | No change | 2,261 | $288K |
| MTM Investment Management, LLC | 0.12% | No change | 2,250 | $286K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -4.3% | 2,235 | $284K |
| Empower Advisory Group, LLC | 0.00% | Reduce -42.2% | 2,235 | $284K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,229 | $283K |
| Farther Finance Advisors, LLC | 0.01% | Add +375.3% | 2,248 | $283K |
| True Link Financial Advisors, LLC | 0.03% | New | 2,215 | $282K |
| Narus Financial Partners, LLC | 0.11% | No change | 2,200 | $280K |
| Mayport, LLC | 0.10% | No change | 2,200 | $280K |
| Renaissance Technologies | 0.00% | Reduce -84.9% | 2,200 | $280K |
| Chemung Canal Trust Co. | 0.05% | No change | 2,184 | $278K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -3.9% | 2,154 | $274K |
| Fulton Bank, N.A. | 0.01% | No change | 2,150 | $273K |
| Jackson Hole Capital Partners, LLC | 0.06% | Reduce -5.4% | 2,126 | $270K |
| KFA Private Wealth Group, LLC | 0.14% | Add +0.2% | 2,119 | $270K |
| Intelligence Driven Advisers, LLC | 0.04% | New | 2,113 | $269K |
| Kowal Investment Group, LLC | 0.05% | Add +1.7% | 2,101 | $267K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 2,100 | $267K |
| TFB Advisors LLC | 0.09% | Add +0.1% | 2,093 | $266K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,088 | $266K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 2,085 | $265K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -6.1% | 2,076 | $264K |
| BSW Wealth Partners | 0.04% | Add +0.2% | 2,073 | $264K |
| Colonial Trust Co / SC | 0.05% | Reduce -0.6% | 2,058 | $262K |
| KOM Wealth Management Group, LLC | 0.24% | Add +0.7% | 2,047 | $260K |
| GM Advisory Group, LLC | 0.02% | No change | 2,044 | $260K |
| Crescent Grove Advisors, LLC | 0.03% | Add +0.1% | 2,039 | $259K |
| GAMCO Investors | 0.00% | No change | 2,035 | $259K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -18.5% | 2,030 | $258K |
| Webster Bank, N. A. | 0.03% | Add +54.0% | 2,026 | $258K |
| Optimum Investment Advisors | 0.12% | No change | 2,024 | $257K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -57.8% | 2,014 | $256K |
| Greenwich Wealth Management LLC | 0.02% | Add +1.3% | 2,016 | $256K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -11.1% | 2,011 | $256K |
| Becker Capital Management Inc. | 0.01% | Reduce -1.2% | 2,009 | $256K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -43.1% | 2,004 | $255K |
| Trek Financial, LLC | 0.02% | New | 2,002 | $255K |
| LM Advisors LLC | 0.05% | No change | 2,000 | $254K |
| McDonough Capital Management, Inc | 0.18% | Add +0.6% | 1,994 | $254K |
| Gradient Investments LLC | 0.01% | No change | 1,994 | $254K |
| Formidable Asset Management, LLC | 0.04% | Add +8.6% | 1,991 | $253K |
| Compass Financial Group, INC | 0.05% | Reduce -16.1% | 1,985 | $252K |
| Marshall Financial Group, LLC | 0.07% | New | 1,971 | $251K |
| Collective Family Office LLC | 0.07% | No change | 1,948 | $248K |
| Essex Bank | 0.07% | Reduce -5.8% | 1,948 | $248K |
| Independence Bank of Kentucky | 0.07% | Add +8.4% | 1,946 | $247K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $245K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $244K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 1,918 | $244K |
| Vise Technologies, Inc. | 0.04% | New | 1,911 | $243K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -14.6% | 1,910 | $243K |
| Element Wealth, LLC | 0.14% | No change | 1,907 | $243K |
| Fiduciary Alliance LLC | 0.04% | Reduce -1.4% | 1,914 | $242K |
| Hall Capital Management Co. Inc. | 0.12% | No change | 1,900 | $242K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 1,896 | $241K |
| WoodTrust Financial Corp | 0.04% | New | 1,894 | $241K |
| New Insight Wealth Advisors | 0.14% | Reduce -0.1% | 1,892 | $241K |
| Plancorp, LLC | 0.01% | Add +0.7% | 1,887 | $240K |
| GAMMA Investing LLC | 0.03% | Add +28.4% | 1,885 | $240K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.3% | 1,876 | $239K |
| Old North State Wealth Management, LLC | 0.16% | Reduce -3.7% | 1,854 | $236K |
| Venture Visionary Partners LLC | 0.01% | Reduce -6.1% | 1,854 | $236K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 1,850 | $235K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,850 | $235K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -0.8% | 1,845 | $235K |
| Godsey & Gibb, Inc. | 0.02% | Add +0.4% | 1,840 | $234K |
| Oldfather Financial Services, LLC | 0.10% | No change | 1,838 | $234K |
| Williams & Novak, LLC | 0.22% | New | 1,833 | $233K |
| Providence Capital Advisors, LLC | 0.05% | Reduce -2.4% | 1,828 | $232K |
| WestHill Financial Advisors, Inc. | 0.06% | No change | 1,822 | $232K |
| Worth Asset Management, LLC | 0.14% | No change | 1,819 | $231K |
| Condor Capital Management | 0.02% | No change | 1,811 | $230K |
| Bailard, Inc. | 0.01% | No change | 1,802 | $229K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,795 | $228K |
| Money Concepts Capital Corp. | 0.02% | Reduce -21.2% | 1,781 | $226K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 1,708 | $225K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -0.3% | 1,763 | $224K |
| Allred Capital Management, LLC | 0.09% | Reduce -10.8% | 1,760 | $224K |
| Goldstein Advisors, LLC | 0.04% | New | 1,760 | $224K |
| Tritonpoint Wealth, LLC | 0.02% | New | 1,757 | $223K |
| Zacks Investment Management | 0.00% | Reduce -4.5% | 1,756 | $223K |
| Fiduciary Group, LLC | 0.02% | No change | 1,738 | $221K |
| Monterey Private Wealth, Inc. | 0.08% | Reduce -7.8% | 1,738 | $221K |
| Kintra Wealth, LLC | 0.16% | Reduce -5.5% | 1,735 | $221K |
| Ballentine Partners, LLC | 0.00% | Reduce -14.8% | 1,727 | $220K |
| Valley National Advisers Inc. | 0.03% | Reduce -22.8% | 1,723 | $219K |
| Wallace Advisory Group, LLC | 0.16% | Add +0.5% | 1,721 | $219K |
| Roundview Capital LLC | 0.02% | Reduce -0.2% | 1,718 | $218K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -2.2% | 1,711 | $218K |
| Epiq Partners, LLC | 0.15% | No change | 1,710 | $217K |
| Balboa Wealth Partners | 0.06% | Reduce -0.3% | 1,709 | $217K |
| Marion Wealth Management | 0.06% | Add +0.3% | 1,706 | $217K |
| Beacon Capital Management, LLC | 0.04% | No change | 1,694 | $215K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,689 | $215K |
| Riverstone Advisors, LLC | 0.13% | No change | 1,680 | $214K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $214K |
| Headinvest, LLC | 0.04% | No change | 1,675 | $213K |
| GG Group Ventures, LLC | 0.29% | — | 1,588 | $212K |
| McAdam, LLC | 0.01% | Add +0.5% | 1,664 | $212K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -1.4% | 1,663 | $212K |
| North Star Investment Management Corp. | 0.02% | Reduce -5.2% | 1,663 | $212K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,661 | $211K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.1% | 1,659 | $211K |
| Shoker Investment Counsel, Inc. | 0.07% | Reduce -42.2% | 1,656 | $211K |
| Kraematon Investment Advisors, Inc. | 0.21% | Reduce -5.3% | 1,656 | $211K |
| Regal Investment Advisors LLC | 0.01% | No change | 1,643 | $209K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -3.8% | 1,640 | $209K |
| Kraft, Davis & Associates, LLC | 0.06% | Add +0.1% | 1,552 | $208K |
| Brookstone Capital Management | 0.00% | Reduce -12.9% | 1,555 | $208K |
| Afg Fiduciary Services Limited Partnership | 0.15% | No change | 1,569 | $208K |
| Augustine Asset Management Inc. | 0.08% | Add +0.7% | 1,631 | $207K |
| Princeton Global Asset Management LLC | 0.05% | Add +0.4% | 1,629 | $207K |
| US Financial Advisors, LLC | 0.07% | No change | 1,626 | $207K |
| Ballast Advisors LLC | 0.07% | No change | 1,626 | $207K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $207K |
| City Holding Co. | 0.03% | Reduce -1.2% | 1,624 | $207K |
| Gibson Capital, LLC | 0.05% | No change | 1,622 | $206K |
| Sequent Asset Management, LLC | 0.10% | Reduce -48.1% | 1,620 | $206K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,620 | $206K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -14.8% | 1,609 | $205K |
| Caerus Investment Advisors, LLC | 0.20% | No change | 1,600 | $203K |
| Future Financial Wealth Managment LLC | 0.18% | No change | 1,600 | $203K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $203K |
| Davidson Trust Co. | 0.14% | New | 1,597 | $203K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +538.0% | 1,595 | $203K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.9% | 1,593 | $203K |
| Rollins Financial Advisors, LLC | 0.03% | New | 1,588 | $202K |
| Choate Investment Advisors | 0.01% | Reduce -41.0% | 1,585 | $202K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -8.7% | 1,579 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +221.6% | 1,576 | $200K |
| Bristlecone Advisors, LLC | 0.02% | New | 1,564 | $199K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -2.5% | 1,563 | $199K |
| Bangor Savings Bank | 0.02% | Reduce -11.4% | 1,559 | $198K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -4.7% | 1,543 | $196K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -35.3% | 1,495 | $190K |
| Strategic Financial Concepts, LLC | 0.11% | Add +4418.2% | 88,692 | $188K |
| Adirondack Trust Co. | 0.08% | No change | 1,460 | $186K |
| Transcendent Capital Group LLC | 0.11% | No change | 1,450 | $184K |
| PFG Private Wealth Management, LLC | 0.11% | No change | 1,419 | $180K |
| Russell Investments Group, Ltd. | 0.00% | Add +446.0% | 1,376 | $175K |
| Sandy Spring Bank | 0.01% | Reduce -52.0% | 1,360 | $173K |
| WealthShield Partners, LLC | 0.03% | Add +0.8% | 1,342 | $171K |
| Horizon Bancorp Inc. | 0.08% | Reduce -23.5% | 1,336 | $170K |
| Investment Research & Advisory Group, Inc. | 0.07% | Add +984.0% | 13,301 | $169K |
| Versant Capital Management, Inc | 0.04% | No change | 1,292 | $164K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,287 | $164K |
| Hanson & Doremus Investment Management | 0.03% | Add +0.6% | 1,284 | $163K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 1,202 | $153K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,180 | $150K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.1% | 1,082 | $138K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 1,075 | $137K |
| WASHINGTON TRUST Co | 0.00% | Reduce -35.1% | 1,051 | $134K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 1,051 | $134K |
| Nvwm, LLC | 0.03% | Reduce -0.7% | 995 | $127K |
| Dunhill Financial, LLC | 0.08% | Add +1098.8% | 983 | $125K |
| Operose Advisors LLC | 0.04% | No change | 969 | $123K |
| Creative Financial Designs Inc. | 0.01% | No change | 953 | $121K |
| Horizons Wealth Management | 0.09% | No change | 850 | $112K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 861 | $110K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +9.9% | 858 | $109K |
| Hilltop National Bank | 0.03% | No change | 842 | $107K |
| PSI Advisors, LLC | 0.03% | Reduce -81.4% | 839 | $107K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 830 | $106K |
| Howe & Rusling Inc. | 0.01% | Reduce -1.1% | 824 | $105K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $104K |
| IAG Wealth Partners, LLC | 0.02% | No change | 815 | $104K |
| Lindbrook Capital, LLC | 0.01% | Reduce -29.0% | 797 | $101K |
| Stephens Consulting, LLC | 0.03% | Reduce -29.8% | 783 | $100K |
| Planning Capital Management Corp | 0.07% | No change | 778 | $99K |
| Citizens National Bank Trust Department | 0.02% | Reduce -1.2% | 768 | $98K |
| RFP Financial Group LLC | 0.04% | Reduce -20.1% | 761 | $97K |
| Anchor Investment Management, LLC | 0.01% | No change | 756 | $96K |
| Atwood & Palmer Inc. | 0.01% | Reduce -42.3% | 750 | $95K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -4.9% | 731 | $93K |
| Motco | 0.01% | No change | 688 | $88K |
| GoalVest Advisory LLC | 0.03% | No change | 685 | $87K |
| Delta Asset Management LLC | 0.01% | Reduce -2.2% | 669 | $85K |
| Tyler-Stone Wealth Management | 0.03% | Reduce -12.4% | 666 | $85K |
| Painted Porch Advisors LLC | 0.04% | New | 622 | $79K |
| Armor Investment Advisors, LLC | 0.04% | No change | 620 | $79K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 605 | $77K |
| Trivant Custom Portfolio Group, LLC | 0.05% | No change | 600 | $76K |
| Bray Capital Advisors | 0.02% | No change | 600 | $76K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $76K |
| Resources Management Corp. /CT/ | 0.01% | No change | 600 | $76K |
| Grove Bank & Trust | 0.01% | No change | 582 | $74K |
| Activest Wealth Management | 0.02% | Reduce -24.1% | 579 | $74K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 562 | $71K |
| SIMA Wealth Partners, LLC | 0.07% | — | 537 | $68K |
| Compass Wealth Management LLC | 0.02% | No change | 530 | $67K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $65K |
| Pineridge Advisors LLC | 0.02% | No change | 506 | $64K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $64K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 500 | $64K |
| Castleview Partners, LLC | 0.04% | Add +0.4% | 485 | $62K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 477 | $61K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $60K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $60K |
| TruNorth Capital Management, LLC | 0.02% | No change | 462 | $59K |
| MGB Wealth Management, LLC | 0.02% | No change | 445 | $58K |
| Addison Advisors LLC | 0.02% | No change | 443 | $56K |
| Tradewinds Capital Management, LLC | 0.02% | New | 441 | $56K |
| West Oak Capital, LLC | 0.02% | No change | 425 | $54K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $53K |
| Continuum Advisory, LLC | 0.01% | Add +1.5% | 407 | $52K |
| Country Trust Bank | 0.00% | New | 390 | $50K |
| First Personal Financial Services | 0.01% | New | 382 | $49K |
| Tucker Asset Management LLC | 0.01% | Reduce -14.2% | 375 | $48K |
| Bare Financial Services, Inc | 0.02% | No change | 342 | $46K |
| Cyrus J. Lawrence, LLC | 0.01% | No change | 362 | $46K |
| Founders Capital Management | 0.03% | No change | 360 | $46K |
| City State Bank | 0.02% | Add +5.9% | 358 | $46K |
| Main Street Group, LTD | 0.02% | Reduce -55.2% | 361 | $45K |
| Smartleaf Asset Management LLC | 0.01% | No change | 357 | $45K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $45K |
| Biltmore Family Office, LLC | 0.01% | No change | 350 | $45K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $42K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $41K |
| WFA Asset Management Corp | 0.02% | Add +0.6% | 321 | $41K |
| FWL Investment Management, LLC | 0.02% | Reduce -13.3% | 318 | $40K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.3% | 314 | $40K |
| American Capital Advisory, LLC | 0.03% | No change | 314 | $39K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $39K |
| SouthState Bank Corp | 0.00% | Reduce -30.2% | 300 | $38K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 295 | $38K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $37K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -14.7% | 290 | $37K |
| Angeles Wealth Management, LLC | 0.00% | No change | 282 | $36K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $35K |
| Opal Wealth Advisors, LLC | 0.01% | New | 268 | $34K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -44.4% | 250 | $32K |
| Friedenthal Financial | 0.02% | Add +3.8% | 245 | $31K |
| NFSG Corp | 0.01% | Reduce -45.0% | 237 | $30K |
| Nemes Rush Group LLC | 0.00% | Add +22.2% | 231 | $29K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 229 | $29K |
| Silicon Valley Capital Partners | 0.00% | No change | 227 | $29K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $29K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 223 | $28K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 221 | $28K |
| McIlrath & Eck, LLC | 0.00% | Reduce -27.8% | 216 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $27K |
| Tower View Wealth Management LLC | 0.02% | Add +1.0% | 207 | $26K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 180 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $22K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 175 | $22K |
| First United Bank & Trust | 0.01% | No change | 174 | $22K |
| Perritt Capital Management Inc | 0.01% | Add +0.6% | 169 | $22K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $20K |
| Front Row Advisors LLC | 0.01% | No change | 157 | $20K |
| Abound Wealth Management | 0.01% | Reduce -46.8% | 151 | $19K |
| 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 | $18K |
| M&R Capital Management Inc. | 0.00% | No change | 139 | $18K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Add +43.3% | 139 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 136 | $17K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 132 | $17K |
| PrairieView Partners, LLC | 0.00% | No change | 139 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.8% | 123 | $16K |
| Rain Capital Management, LLC | 0.01% | No change | 118 | $15K |
| Abich Financial Wealth Management LLC | 0.01% | No change | 120 | $15K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.7% | 119 | $15K |
| Cultivar Capital, Inc. | 0.01% | New | 118 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 112 | $15K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 123 | $14K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -47.1% | 110 | $14K |
| Register Financial Advisors LLC | 0.01% | No change | 108 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $13K |
| Assetmark, Inc. | 0.00% | Add +70.6% | 87 | $11K |
| Avion Wealth | 0.00% | Reduce -84.5% | 92 | $11K |
| Halpern Financial, Inc. | 0.00% | New | 81 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | — | 81 | $10K |
| First Pacific Financial | 0.00% | No change | 75 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 73 | $9K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.6% | 63 | $8K |
| Scarborough Advisors, LLC | 0.00% | Reduce -76.0% | 57 | $7K |
| Bank & Trust Co | 0.01% | — | 50 | $6K |
| Chilton Capital Management LLC | 0.00% | No change | 48 | $6K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -88.5% | 47 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 44 | $6K |
| Fairfield Financial Advisors, LTD | 0.00% | — | 42 | $5K |
| Y.D. More Investments Ltd | 0.00% | New | 42 | $5K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 41 | $5K |
| West Branch Capital LLC | 0.00% | No change | 40 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 28 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| HWG Holdings LP | 0.00% | — | 21 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Gilliland Jeter Wealth Management LLC | 0.00% | No change | 13 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Add +10.0% | 11 | $1K |
| Robinswood Financial LLC | 0.00% | New | 10 | $1K |
"% 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.