SS SPDR S&P Dividend ETFSDYETF
13F holders, Q3 2024 (September 30)1,155holders +52
99new positions
42sold out
5famous investors
$142.01avg. 13F price*
At the end of Q3 2024, 1,155 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 52 from Q2 2024. 99 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($666.3M) and LPL Financial LLC ($398.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 (Q3 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $49.7M |
| Exits | 42 | $58.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,262,365 shares bought and 2,741,417 shares sold, net −1,479,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,155 holders
| Bank of America Corp. | 0.10% | Reduce -1.8% | 7,692,008 | $1.1B |
| Morgan Stanley | 0.05% | Add +0.7% | 4,691,061 | $666.3M |
| LPL Financial LLC | 0.18% | Reduce -4.7% | 2,802,693 | $398.1M |
| Joel Isaacson & Co., LLC | 16.68% | Add +1.3% | 2,461,997 | $349.7M |
| Royal Bank of Canada | 0.08% | Add +0.2% | 2,417,657 | $343.4M |
| Raymond James & Associates | 0.19% | Reduce -1.5% | 2,221,989 | $315.6M |
| Wells Fargo & Company | 0.06% | Reduce -4.0% | 1,768,038 | $251.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -12.1% | 1,702,359 | $242.4M |
| UBS Group AG | 0.07% | Reduce -3.2% | 1,702,643 | $241.8M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -1.8% | 1,299,396 | $184.6M |
| Richard Bernstein Advisors LLC | 3.77% | Reduce -3.8% | 1,238,618 | $175.9M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -4.8% | 1,073,457 | $152.5M |
| Janney Montgomery Scott LLC | 0.42% | Reduce -1.4% | 1,059,965 | $150.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.0% | 1,047,188 | $148.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.4% | 1,036,050 | $147.2M |
| Truist Financial Corp. | 0.20% | Reduce -1.4% | 877,892 | $124.7M |
| Pathstone Holdings, LLC | 0.49% | Reduce -0.3% | 773,031 | $109.8M |
| 1ST Source Bank | 5.97% | Add +0.1% | 744,555 | $105.8M |
| Destination Wealth Management | 3.08% | Add +0.3% | 700,423 | $99.5M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -4.1% | 697,849 | $99.1M |
| Cetera Investment Advisers | 0.21% | Reduce -0.2% | 681,391 | $96.8M |
| Capital Investment Advisors, LLC | 1.58% | Reduce -2.1% | 539,981 | $76.7M |
| HighTower Advisors, LLC | 0.11% | Add +0.2% | 537,467 | $76.3M |
| MAI Capital Management | 0.71% | Reduce -0.1% | 518,560 | $73.7M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 516,513 | $73.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.3% | 456,897 | $64.9M |
| Creative Planning | 0.06% | Reduce -1.4% | 455,279 | $64.7M |
| Osaic Holdings, Inc. | 0.13% | Reduce -11.3% | 417,640 | $59.3M |
| MML Investors Services, LLC | 0.21% | Reduce -5.5% | 413,630 | $58.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.6% | 388,337 | $55.2M |
| Elk River Wealth Management LLC | 9.95% | Add +2.2% | 385,024 | $54.7M |
| Legacy Financial Group LLC | 10.23% | Add +0.8% | 374,280 | $53.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +0.1% | 363,722 | $51.7M |
| Moneta Group Investment Advisors LLC | 0.72% | Reduce -0.4% | 347,117 | $49.3M |
| J.Safra Asset Management Corp | 4.63% | Add +1.9% | 343,927 | $48.7M |
| Linscomb Wealth, Inc. | 2.08% | Reduce -2.7% | 295,257 | $41.9M |
| Clearstead Advisors, LLC | 0.63% | Reduce -0.1% | 287,471 | $40.8M |
| Marino, Stram & Associates LLC | 8.51% | Add +2.6% | 268,538 | $38.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -3.8% | 248,056 | $35.2M |
| Scotia Capital Inc. | 0.18% | Reduce -1.2% | 242,025 | $34.4M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -1.4% | 235,535 | $33.5M |
| Kestra Advisory Services, LLC | 0.18% | Reduce -15.8% | 232,309 | $33.0M |
| Wolff Financial Management LLC | 8.89% | Add +3.4% | 230,330 | $32.7M |
| Orion Porfolio Solutions, LLC | 0.32% | Reduce -11.6% | 225,031 | $32.0M |
| Orion Portfolio Solutions, LLC | 0.32% | Reduce -11.6% | 225,031 | $32.0M |
| Baird Financial Group, Inc. | 0.06% | Reduce -4.5% | 219,315 | $31.2M |
| Bank of Montreal | 0.01% | Add +0.5% | 217,946 | $30.9M |
| Stifel Financial Corp. | 0.03% | Add +4.6% | 217,159 | $30.8M |
| Klingman & Associates, LLC | 1.80% | Reduce -0.7% | 205,028 | $29.1M |
| Flaharty Asset Management, LLC | 4.03% | Reduce -0.1% | 201,999 | $28.7M |
| Graves Light Lenhart Wealth, Inc. | 3.39% | Reduce -18.6% | 193,909 | $27.5M |
| Mariner, LLC | 0.05% | Reduce -6.0% | 189,857 | $27.0M |
| Jones Financial Companies LLLP | 0.03% | Add +58.0% | 189,524 | $26.9M |
| Hyperion Partners, LLC | 16.79% | Add +5.4% | 185,217 | $26.3M |
| NWF Advisory Services Inc. | 3.82% | Add +2.1% | 184,687 | $26.2M |
| Jackson, Grant Investment Advisers, Inc. | 9.43% | Reduce -0.9% | 177,587 | $25.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -12.6% | 171,422 | $24.3M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +6.2% | 153,962 | $21.9M |
| Capital Advisors, Ltd. LLC | 2.67% | Reduce -2.7% | 151,652 | $21.5M |
| Baltimore-Washington Financial Advisors, Inc. | 1.14% | Add +4.6% | 146,992 | $20.9M |
| UMB Bank, n.a. | 0.32% | Reduce -9.1% | 144,258 | $20.5M |
| Captrust Financial Advisors | 0.06% | Reduce -1.3% | 138,865 | $19.7M |
| Private Advisor Group, LLC | 0.12% | Add +1.9% | 138,672 | $19.7M |
| Comerica Bank | 0.08% | Reduce -1.5% | 134,813 | $19.1M |
| TD Private Client Wealth LLC | 0.52% | Reduce -2.2% | 128,339 | $18.2M |
| Prosperity Consulting Group, LLC | 1.32% | Reduce -2.3% | 118,696 | $16.9M |
| Bokf, NA | 0.29% | Reduce -3.5% | 115,416 | $16.2M |
| CRA Financial Services, LLC | 2.93% | Reduce -1.9% | 112,393 | $16.0M |
| Financial Counselors Inc. | 0.23% | Reduce -3.0% | 111,619 | $15.9M |
| Hubbell Strickland Wealth Management, LLC | 7.34% | Add +0.2% | 110,383 | $15.7M |
| Associated Banc-Corp | 0.46% | Add +2.8% | 108,994 | $15.5M |
| Avantax Advisory Services, Inc. | 0.10% | Add +0.6% | 108,767 | $15.4M |
| Northern Trust Corp. | 0.00% | Add +9.5% | 108,040 | $15.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.7% | 103,563 | $14.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.23% | Add +86.4% | 103,128 | $14.6M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -8.0% | 101,647 | $14.4M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +1.9% | 101,088 | $14.4M |
| FMR LLC | 0.00% | Reduce -2.4% | 100,974 | $14.3M |
| Sanctuary Advisors, LLC | 0.09% | Add +25.7% | 99,061 | $14.1M |
| National Bank of Canada | 0.02% | Reduce -9.1% | 98,591 | $14.0M |
| KCM Investment Advisors LLC | 0.46% | Reduce -0.2% | 94,561 | $13.4M |
| Wesbanco Bank Inc. | 0.45% | Add +1.1% | 94,191 | $13.4M |
| Savant Capital, LLC | 0.11% | Reduce -2.6% | 93,077 | $13.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.5% | 93,019 | $13.2M |
| Cwm, LLC | 0.06% | Reduce -10.6% | 91,148 | $12.9M |
| NBT Bank, N.A. | 0.87% | Reduce -0.0% | 90,937 | $12.9M |
| HB Wealth Management, LLC | 0.14% | Reduce -4.7% | 90,514 | $12.9M |
| Equitable Holdings, Inc. | 0.12% | Reduce -3.4% | 90,227 | $12.8M |
| Sard Wealth Management Group, LLC | 8.45% | Reduce -0.5% | 89,989 | $12.8M |
| Synovus Financial Corp. | 0.15% | Add +88.6% | 89,572 | $12.7M |
| Ameritas Investment Partners, Inc. | 0.41% | Add +2.5% | 88,666 | $12.6M |
| Regent Peak Wealth Advisors LLC | 2.88% | Add +5.8% | 88,251 | $12.5M |
| Focus Partners Wealth | 0.04% | Reduce -2.4% | 88,086 | $12.5M |
| Corient Private Wealth LP | 0.02% | Add +13.7% | 85,563 | $12.2M |
| O'Dell Group, LLC | 2.67% | Reduce -68.9% | 84,823 | $12.0M |
| Sage Rhino Capital LLC | 2.65% | Reduce -0.7% | 84,349 | $12.0M |
| Cibc World Market Inc. | 0.03% | Reduce -15.5% | 84,071 | $11.9M |
| Ironwood Wealth Management, Inc. | 5.80% | Reduce -0.3% | 84,017 | $11.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.27% | Reduce -4.4% | 83,127 | $11.8M |
| AlTi Global, Inc. | 0.28% | No change | 80,703 | $11.5M |
| US Bancorp \de | 0.01% | Reduce -3.5% | 76,970 | $10.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.25% | Add +23.7% | 76,679 | $10.9M |
| IHT Wealth Management, LLC | 0.31% | Reduce -2.0% | 76,315 | $10.8M |
| Blair William & Co. | 0.03% | Reduce -2.3% | 74,840 | $10.6M |
| NewEdge Advisors, LLC | 0.07% | Add +1.5% | 73,503 | $10.4M |
| Cresset Asset Management, LLC | 0.04% | Add +7.2% | 73,098 | $10.4M |
| Stratos Wealth Partners, LTD. | 0.15% | Add +36.1% | 72,530 | $10.3M |
| Wellspring Financial Advisors, LLC | 1.19% | Add +5.5% | 70,187 | $10.0M |
| Cerity Partners LLC | 0.02% | Add +21.6% | 70,088 | $10.0M |
| Destiny Wealth Partners, LLC | 1.71% | Reduce -0.3% | 68,823 | $9.8M |
| Financial Advocates Investment Management | 0.55% | Reduce -0.2% | 68,021 | $9.7M |
| Gunma Bank,Ltd. | 3.92% | New | 67,000 | $9.5M |
| CX Institutional | 0.42% | Add +4.0% | 66,854 | $9.5M |
| Mission Wealth Management, LP | 0.23% | Reduce -0.8% | 65,512 | $9.3M |
| Simmons Bank | 0.67% | Reduce -2.6% | 65,213 | $9.3M |
| Alliancebernstein L.P. | 0.00% | Add +9.1% | 64,958 | $9.2M |
| Raymond James Trust N.A. | 0.20% | Add +0.7% | 63,757 | $9.1M |
| Precedent Wealth Partners, LLC | 2.95% | Add +4.2% | 62,965 | $8.9M |
| MSH Capital Advisors LLC | 2.72% | Add +8.8% | 62,663 | $8.9M |
| Moneco Advisors, LLC | 1.11% | Reduce -2.2% | 62,535 | $8.9M |
| Peapack Gladstone Financial Corp. | 0.13% | Reduce -1.7% | 62,505 | $8.9M |
| Apexium Financial, LP | 0.58% | Reduce -8.4% | 62,252 | $8.8M |
| First National Corp. /Ma/ | 1.95% | Reduce -1.3% | 61,854 | $8.8M |
| Composition Wealth, LLC | 0.20% | Reduce -0.6% | 60,759 | $8.6M |
| Kitching Partners, LLC | 11.54% | Add +19.6% | 60,555 | $8.6M |
| Greenleaf Trust | 0.08% | Reduce -1.9% | 59,778 | $8.5M |
| Wealthspire Advisors, LLC | 0.09% | Add +13.5% | 59,738 | $8.5M |
| Brown Advisory Inc. | 0.01% | Reduce -5.5% | 59,696 | $8.5M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -8.5% | 59,560 | $8.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.91% | Add +5.5% | 58,580 | $8.3M |
| Franklin Resources Inc. | 0.00% | Add +2.2% | 57,428 | $8.2M |
| Whitegate Investment Counselors, Inc. | 2.15% | Reduce -2.8% | 57,165 | $8.1M |
| Cornerstone Wealth Management, LLC | 0.56% | Add +1.8% | 55,796 | $7.9M |
| Fifth Third Wealth Advisors LLC | 0.48% | Add +17.8% | 55,627 | $7.9M |
| M&T Bank Corp | 0.03% | Add +2.0% | 55,010 | $7.8M |
| Aries Wealth Management | 2.11% | Reduce -3.2% | 54,057 | $7.7M |
| Regions Financial Corp. | 0.05% | Reduce -0.1% | 53,709 | $7.6M |
| Peterson Wealth Management | 4.84% | Reduce -22.5% | 53,284 | $7.6M |
| Smithfield Trust Co | 0.36% | Reduce -11.2% | 51,514 | $7.3M |
| Aspen Grove Capital, LLC | 1.61% | No change | 51,207 | $7.3M |
| J.W. Cole Advisors, Inc. | 0.30% | Reduce -1.8% | 51,072 | $7.3M |
| Axiom Advisory, LLC | 0.07% | Add +2.1% | 52,687 | $7.1M |
| &partners | 0.14% | Add +19.1% | 50,220 | $7.1M |
| Whittier Trust Co. | 0.09% | Reduce -0.6% | 49,456 | $7.0M |
| SMI Advisory Services, LLC | 1.52% | Reduce -29.6% | 48,770 | $6.9M |
| Ieq Capital, LLC | 0.08% | Add +12.9% | 48,292 | $6.9M |
| Private Wealth Group, LLC | 3.42% | Reduce -3.8% | 48,155 | $6.8M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -1.2% | 47,462 | $6.7M |
| Ameritas Advisory Services, LLC | 0.29% | Reduce -13.3% | 46,857 | $6.7M |
| ProVise Management Group, LLC | 0.52% | Reduce -21.5% | 46,584 | $6.6M |
| Shulman DeMeo Asset Management LLC | 1.62% | Reduce -0.2% | 46,488 | $6.6M |
| Americana Partners, LLC | 0.45% | Add +9.8% | 46,129 | $6.6M |
| 1834 Investment Advisors Co. | 0.76% | Add +1.3% | 45,697 | $6.5M |
| Jane Street Group, LLC | 0.01% | Add +591.2% | 45,570 | $6.5M |
| Neumann Capital Management, LLC | 2.15% | Reduce -37.6% | 45,408 | $6.4M |
| Balefire, LLC | 2.18% | Add +1.0% | 45,364 | $6.4M |
| Whittier Trust Co. of Nevada Inc. | 0.17% | Reduce -1.0% | 45,325 | $6.4M |
| Cornerstone Advisory, LLC | 0.84% | Add +0.7% | 44,740 | $6.4M |
| Altus Wealth Group LLC | 2.70% | Reduce -12.8% | 44,395 | $6.3M |
| Johnson & White Wealth Management, LLC | 5.37% | Reduce -4.9% | 43,941 | $6.2M |
| Trilogy Capital Inc. | 0.31% | Reduce -2.4% | 43,750 | $6.2M |
| Black Diamond Financial, LLC | 1.04% | No change | 43,147 | $6.1M |
| Connecticut Wealth Management, LLC | 0.29% | Reduce -1.2% | 42,886 | $6.1M |
| Salomon & Ludwin, LLC | 0.62% | Reduce -10.1% | 42,858 | $6.1M |
| Carmichael Hill & Associates, Inc. | 2.23% | Add +1.4% | 42,556 | $6.0M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +1.1% | 42,422 | $6.0M |
| Flagship Harbor Advisors, LLC | 0.33% | Reduce -3.7% | 42,328 | $6.0M |
| Essex Financial Services, Inc. | 0.43% | Reduce -2.2% | 42,324 | $6.0M |
| Houlihan Financial Resource Group, Ltd. | 2.46% | Add +0.2% | 41,947 | $6.0M |
| American Money Management, LLC | 1.18% | Reduce -30.1% | 41,470 | $5.9M |
| Deutsche Bank AG | 0.00% | Reduce -0.5% | 41,423 | $5.9M |
| TL Private Wealth | 2.63% | Reduce -7.8% | 42,079 | $5.9M |
| Lido Advisors, LLC | 0.04% | Add +2.1% | 41,356 | $5.9M |
| CENTRAL TRUST Co | 0.14% | Reduce -0.9% | 41,188 | $5.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -23.8% | 40,405 | $5.7M |
| First Horizon Advisors, Inc. | 0.16% | Add +1.5% | 39,972 | $5.7M |
| Forbes Financial Planning, Inc. | 3.97% | Add +2.0% | 38,791 | $5.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -6.0% | 38,629 | $5.5M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 38,328 | $5.4M |
| Brown Brothers Harriman & Co. | 0.04% | Add +2310.9% | 37,683 | $5.4M |
| Nwam LLC | 0.32% | New | 37,129 | $5.3M |
| Capstone Wealth Management Group, LLC | 3.09% | Add +0.4% | 36,713 | $5.2M |
| Transcend Capital Advisors, LLC | 0.35% | Reduce -1.4% | 36,558 | $5.2M |
| Firestone Capital Management | 1.30% | Add +1.9% | 36,439 | $5.2M |
| American Trust | 0.42% | Reduce -1.4% | 36,059 | $5.1M |
| Centennial Bank | 2.32% | Reduce -11.6% | 35,685 | $5.1M |
| Pettyjohn, Wood & White, Inc. | 0.93% | Reduce -1.0% | 35,567 | $5.1M |
| NorthRock Partners, LLC | 0.16% | Reduce -10.6% | 34,602 | $4.9M |
| Perennial Investment Advisors, LLC | 0.64% | Add +3.7% | 34,513 | $4.9M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.21% | Add +11.1% | 33,449 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.0% | 33,423 | $4.7M |
| Westside Investment Management, Inc. | 1.00% | Add +1.3% | 33,107 | $4.7M |
| Valley Wealth Managers, Inc. | 0.35% | Reduce -1.1% | 32,863 | $4.7M |
| DAVENPORT & Co LLC | 0.03% | Add +2.1% | 31,841 | $4.5M |
| Global Retirement Partners, LLC | 0.14% | Add +0.7% | 31,619 | $4.5M |
| Denver Wealth Management, Inc. | 2.06% | Add +3.3% | 31,366 | $4.5M |
| First Trust Advisors LP | 0.00% | Add +5.3% | 30,784 | $4.4M |
| Kingswood Wealth Advisors, LLC | 0.31% | Add +42.8% | 30,693 | $4.4M |
| Badgley Phelps Wealth Managers, LLC | 0.10% | Add +20.5% | 30,633 | $4.4M |
| Etfidea, LLC | 1.37% | Reduce -1.4% | 30,530 | $4.3M |
| TD Waterhouse Canada Inc. | 0.03% | Add +76.0% | 30,043 | $4.3M |
| Meridian Wealth Advisors, LLC | 0.71% | Reduce -7.2% | 29,961 | $4.3M |
| Johnson Investment Counsel Inc. | 0.04% | Add +14.8% | 29,930 | $4.3M |
| Waverly Advisors, LLC | 0.08% | Add +1.4% | 29,859 | $4.2M |
| Simon Quick Advisors, LLC | 0.27% | Reduce -19.8% | 29,672 | $4.2M |
| CW Advisors, LLC | 0.06% | Add +240.1% | 29,524 | $4.2M |
| Townsquare Capital LLC | 0.05% | Reduce -4.0% | 29,492 | $4.2M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -14.1% | 29,386 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +39.5% | 29,300 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -5.5% | 29,136 | $4.1M |
| LifeSteps Financial, Inc. | 3.18% | Reduce -0.1% | 28,585 | $4.1M |
| EverSource Wealth Advisors, LLC | 0.26% | Add +0.0% | 28,449 | $4.0M |
| FDx Advisors, Inc. | 1.10% | Reduce -2.6% | 28,422 | $4.0M |
| Mycio Wealth Partners, LLC | 0.92% | Add +0.6% | 28,234 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +23.3% | 28,194 | $4.0M |
| Mechanics Bank Trust Department | 0.53% | Reduce -3.5% | 28,092 | $4.0M |
| Sugar Maple Asset Management, LLC | 3.46% | Add +5.7% | 28,062 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -10.2% | 27,883 | $4.0M |
| Moloney Securities Asset Management, LLC | 0.53% | Reduce -8.3% | 27,867 | $4.0M |
| Canandaigua National Bank & Trust Co. | 0.37% | Reduce -9.6% | 27,494 | $3.9M |
| Lewis Asset Management, LLC | 2.83% | Reduce -2.6% | 27,353 | $3.9M |
| Prospera Financial Services Inc | 0.10% | Reduce -1.4% | 26,958 | $3.8M |
| Freestone Capital Holdings, LLC | 0.13% | Reduce -5.1% | 26,934 | $3.8M |
| Cadent Capital Advisors, LLC | 1.26% | Reduce -0.3% | 26,176 | $3.7M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.0% | 26,172 | $3.7M |
| Dumont & Blake Investment Advisors LLC | 0.99% | Reduce -49.9% | 26,130 | $3.7M |
| Citigroup Inc. | 0.00% | Add +16.0% | 25,758 | $3.7M |
| World Investment Advisors | 0.11% | Add +418.3% | 25,703 | $3.7M |
| Wealthspire Retirement, LLC | 0.30% | Reduce -0.1% | 25,662 | $3.6M |
| Shum Financial Group, Inc. | 3.01% | — | 25,877 | $3.6M |
| Legacy Advisors, LLC | 0.39% | No change | 25,231 | $3.6M |
| Asset Management Group, Inc. | 0.50% | Add +0.5% | 24,949 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -4.5% | 24,889 | $3.5M |
| AA Financial Advisors, LLC | 1.02% | Add +3.6% | 24,699 | $3.5M |
| FSA Wealth Management LLC | 1.39% | — | 24,555 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.1% | 24,422 | $3.5M |
| FineMark National Bank & Trust | 0.12% | Reduce -8.1% | 24,409 | $3.5M |
| Sage Capital Management, LLC | 1.66% | Reduce -0.1% | 24,404 | $3.5M |
| Graypoint LLC | 0.22% | Reduce -3.5% | 23,879 | $3.4M |
| Meridian Financial Advisors, LLC | 2.25% | Add +4.5% | 23,706 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.8% | 23,525 | $3.3M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -2.1% | 23,451 | $3.3M |
| Treasure Coast Financial Planning | 2.02% | Add +0.5% | 23,019 | $3.3M |
| Planning Directions Inc. | 1.92% | Reduce -4.4% | 22,640 | $3.2M |
| Allworth Financial LP | 0.02% | Reduce -2.8% | 22,530 | $3.2M |
| Twin Focus Capital Partners, LLC | 0.50% | No change | 22,280 | $3.2M |
| Welch & Forbes LLC | 0.04% | Reduce -5.2% | 21,900 | $3.1M |
| Lansing Street Advisors | 1.14% | Reduce -0.9% | 21,711 | $3.1M |
| Carnegie Investment Counsel | 0.09% | Add +0.1% | 21,392 | $3.0M |
| BlackRock, Inc. | 0.00% | — | 21,029 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +7.6% | 21,005 | $3.0M |
| Narwhal Capital Management | 0.27% | No change | 20,989 | $3.0M |
| Choreo, LLC | 0.04% | Add +3.0% | 20,997 | $3.0M |
| Argent Trust Co | 0.12% | No change | 20,844 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.7% | 20,613 | $2.9M |
| Redwood Wealth Management Group, LLC | 1.45% | Reduce -9.1% | 20,567 | $2.9M |
| Strategy Asset Managers LLC | 0.55% | Add +18.4% | 20,332 | $2.9M |
| Hillcrest Wealth Advisors - NY, LLC | 1.44% | No change | 20,280 | $2.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -7.0% | 20,239 | $2.9M |
| Montag A & Associates Inc. | 0.14% | Add +0.6% | 20,232 | $2.9M |
| Newman Dignan & Sheerar, Inc. | 0.69% | Reduce -0.3% | 20,417 | $2.9M |
| Citizens Financial Group Inc. | 0.06% | Add +44.7% | 20,060 | $2.8M |
| Highview Capital Management LLC | 1.16% | New | 20,021 | $2.8M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -3.0% | 19,903 | $2.8M |
| NorthCoast Asset Management LLC | 0.02% | Add +281.2% | 20,920 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +56.6% | 19,430 | $2.8M |
| Advisory Services Network, LLC | 0.06% | No change | 21,665 | $2.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -1.3% | 19,222 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | New | 19,148 | $2.7M |
| Roble, Belko & Company, Inc | 0.43% | No change | 19,083 | $2.7M |
| Visionary Wealth Advisors | 0.16% | Reduce -2.9% | 19,073 | $2.7M |
| Prudential Financial Inc. | 0.00% | Reduce -2.5% | 19,046 | $2.7M |
| Drucker Wealth 3.0, LLC | 0.65% | Add +0.8% | 19,041 | $2.7M |
| Thomasville National Bank | 0.19% | Reduce -1.9% | 18,456 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -5.9% | 18,350 | $2.6M |
| New England Private Wealth Advisors LLC | 0.42% | Reduce -16.0% | 18,202 | $2.6M |
| Sachetta, LLC | 1.01% | Reduce -0.1% | 17,959 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -2.3% | 17,955 | $2.6M |
| Liberty One Investment Management, LLC | 0.26% | Reduce -0.4% | 17,919 | $2.5M |
| Western Wealth Management, LLC | 0.14% | Reduce -0.7% | 17,718 | $2.5M |
| Principle Wealth Partners LLC | 0.18% | Reduce -3.9% | 17,603 | $2.5M |
| Harbour Capital Advisors, LLC | 0.58% | No change | 17,763 | $2.5M |
| Arkadios Wealth Advisors | 0.14% | Add +3.3% | 17,529 | $2.5M |
| Retirement Investment Advisors, Inc. | 0.26% | Reduce -1.4% | 17,044 | $2.4M |
| Fiduciary Trust Co | 0.03% | Reduce -1.4% | 16,939 | $2.4M |
| PDS Planning, Inc | 0.21% | Reduce -1.1% | 16,781 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -3.2% | 16,663 | $2.4M |
| Occidental Asset Management, LLC | 0.37% | No change | 16,226 | $2.3M |
| Cozad Asset Management Inc. | 0.22% | Reduce -3.2% | 16,176 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -25.9% | 16,186 | $2.3M |
| Stablepoint Partners, LLC | 0.42% | Reduce -4.2% | 16,110 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -14.6% | 16,058 | $2.3M |
| Capital Advisory Group Advisory Services, LLC | 0.90% | Reduce -1.6% | 15,924 | $2.3M |
| Eagle Strategies LLC | 0.41% | Reduce -0.8% | 15,849 | $2.3M |
| Madison Asset Management, LLC | 0.03% | No change | 15,793 | $2.2M |
| Mgo One Seven LLC | 0.10% | Add +0.6% | 15,762 | $2.2M |
| Spire Wealth Management | 0.08% | Reduce -3.4% | 15,741 | $2.2M |
| Atria Investments, Inc | 0.03% | Reduce -3.5% | 15,701 | $2.2M |
| Calydon Capital | 0.36% | No change | 17,430 | $2.2M |
| Aspiriant, LLC | 0.08% | No change | 15,564 | $2.2M |
| High Falls Advisors, Inc | 0.50% | Add +0.0% | 15,523 | $2.2M |
| Investment Partners, LTD. | 0.92% | Reduce -10.8% | 15,509 | $2.2M |
| Cadence Bank | 0.15% | Reduce -0.1% | 15,365 | $2.2M |
| Tudor Investment Corporation | 0.02% | Add +208.1% | 15,356 | $2.2M |
| Union Savings Bank | 1.07% | Reduce -7.1% | 15,356 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | New | 15,343 | $2.2M |
| Integrated Advisors Network LLC | 0.10% | Reduce -1.3% | 15,317 | $2.2M |
| Belpointe Asset Management LLC | 0.13% | Reduce -3.4% | 15,213 | $2.2M |
| Focus Financial Network, Inc. | 0.09% | Add +0.3% | 15,004 | $2.1M |
| Ellenbecker Investment Group | 0.40% | Reduce -5.8% | 15,003 | $2.1M |
| Haverford Trust Co | 0.02% | Reduce -7.2% | 14,928 | $2.1M |
| Aberdeen Wealth Management LLC | 1.39% | Reduce -1.5% | 14,886 | $2.1M |
| Peak Asset Management, LLC | 0.40% | Reduce -0.1% | 14,876 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +335.6% | 14,844 | $2.1M |
| Performa Ltd (US), LLC | 0.78% | No change | 14,763 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.4% | 14,693 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.3% | 14,766 | $2.1M |
| Coston, McIsaac & Partners | 0.58% | Add +0.5% | 14,489 | $2.1M |
| Sigma Planning Corp | 0.06% | Reduce -6.7% | 14,470 | $2.1M |
| Bridge Advisory, LLC | 0.97% | Add +0.5% | 14,407 | $2.0M |
| PFG Investments, LLC | 0.13% | Add +0.4% | 14,384 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.48% | Reduce -4.3% | 14,278 | $2.0M |
| Charles Schwab Trust Co | 0.17% | Reduce -9.3% | 14,234 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 14,159 | $2.0M |
| Evergreen Capital Management LLC | 0.07% | Add +3.2% | 14,135 | $2.0M |
| Ledyard National Bank | 0.18% | Reduce -4.3% | 14,007 | $2.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -20.0% | 13,857 | $2.0M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -2.6% | 13,784 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Reduce -15.6% | 13,782 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -2.4% | 13,746 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.5% | 13,722 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.2% | 13,677 | $1.9M |
| Hollencrest Capital Management | 0.08% | Reduce -9.1% | 13,571 | $1.9M |
| Tiaa Trust, National Association | 0.01% | Add +4.0% | 13,554 | $1.9M |
| Roger Wittlin Investment Advisory, LLC | 1.07% | Add +0.6% | 13,100 | $1.9M |
| Lodestar Private Asset Management LLC | 0.24% | Reduce -1.8% | 13,038 | $1.9M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -5.2% | 12,970 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Add +1.9% | 12,799 | $1.8M |
| Alera Investment Advisors, LLC | 0.21% | No change | 12,739 | $1.8M |
| Tufton Capital Management | 0.33% | Add +0.1% | 12,565 | $1.8M |
| Schechter Investment Advisors, LLC | 0.13% | Reduce -7.5% | 12,360 | $1.8M |
| Investors Research Corp | 0.38% | Reduce -1.0% | 12,331 | $1.8M |
| Index Fund Advisors, Inc. | 0.09% | No change | 12,241 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.24% | Reduce -4.1% | 12,175 | $1.7M |
| Smart Money Group LLC | 0.61% | Reduce -3.1% | 12,461 | $1.7M |
| Alpha Cubed Investments, LLC | 0.08% | Reduce -73.8% | 12,021 | $1.7M |
| Bank Ozk | 0.70% | Reduce -0.8% | 12,005 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.15% | No change | 12,000 | $1.7M |
| Stonegate Investment Group, LLC | 0.04% | Reduce -0.5% | 11,923 | $1.7M |
| McNaughton Wealth Management, LLC | 0.82% | Add +6.9% | 11,916 | $1.7M |
| White Pine Capital LLC | 0.58% | Add +3.6% | 11,895 | $1.7M |
| TFG Advisers LLC | 0.61% | Reduce -2.0% | 11,894 | $1.7M |
| Fifth Third Bancorp | 0.01% | Add +10.8% | 11,805 | $1.7M |
| Aspect Partners, LLC | 0.94% | Reduce -2.4% | 11,739 | $1.7M |
| Hourglass Capital, LLC | 0.46% | Add +0.6% | 11,660 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Reduce -20.9% | 11,608 | $1.6M |
| Cooksen Wealth, LLC | 1.53% | Reduce -2.2% | 11,542 | $1.6M |
| IFP Advisors, Inc | 0.06% | Reduce -3.6% | 11,523 | $1.6M |
| Forum Financial Management, LP | 0.03% | Add +9.9% | 11,383 | $1.6M |
| Creekmur Asset Management LLC | 0.38% | Add +0.1% | 11,277 | $1.6M |
| Tyche Wealth Partners LLC | 0.36% | Add +0.4% | 11,217 | $1.6M |
| Jeppson Wealth Management, LLC | 0.57% | Reduce -3.4% | 11,140 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | Add +34.8% | 11,016 | $1.6M |
| Pinnacle Financial Partners Inc | 0.03% | Add +1.0% | 10,889 | $1.5M |
| Rebalance, LLC | 0.11% | Add +0.6% | 10,870 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -25.9% | 10,869 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +8.7% | 10,859 | $1.5M |
| Trust Co. of Vermont | 0.08% | Reduce -0.7% | 10,816 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +3.0% | 10,664 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -32.4% | 10,604 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +4.0% | 10,540 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +11.0% | 10,502 | $1.5M |
| First Hawaiian Bank | 0.05% | Reduce -6.6% | 10,499 | $1.5M |
| Smith, Moore & Co. | 0.14% | Reduce -1.5% | 10,489 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -0.7% | 10,471 | $1.5M |
| Larson Financial Group LLC | 0.08% | Add +0.9% | 10,436 | $1.5M |
| Donaldson Capital Management, LLC | 0.06% | Add +0.1% | 10,355 | $1.5M |
| Keybank National Association | 0.01% | Reduce -15.6% | 10,338 | $1.5M |
| MPS Loria Financial Planners, LLC | 0.44% | Reduce -8.6% | 10,320 | $1.5M |
| Cambridge Capital Management, LLC | 0.96% | Reduce -13.2% | 10,302 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -60.3% | 10,270 | $1.5M |
| Dakota Wealth Management | 0.03% | No change | 10,198 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -1.7% | 10,177 | $1.4M |
| Sunbelt Securities, Inc. | 0.14% | Add +4.3% | 10,180 | $1.4M |
| Bar Harbor Wealth Management | 0.09% | Reduce -6.5% | 10,180 | $1.4M |
| Pursue Wealth Partners LLC | 0.79% | Add +11.9% | 10,146 | $1.4M |
| Councilor Wealth, LLC | 0.70% | Reduce -0.6% | 10,117 | $1.4M |
| Destiny Capital Corp | 0.89% | Reduce -6.0% | 10,378 | $1.4M |
| IFG Advisory, LLC | 0.09% | Add +2.1% | 10,069 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -6.5% | 10,054 | $1.4M |
| MAS Advisors LLC | 3.01% | Reduce -0.8% | 9,930 | $1.4M |
| Sage Mountain Advisors LLC | 0.12% | No change | 9,853 | $1.4M |
| One Wealth Map LLC | 0.82% | Reduce -1.9% | 9,792 | $1.4M |
| Palisade Asset Management, LLC | 0.14% | Reduce -2.3% | 9,815 | $1.4M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.5% | 9,789 | $1.4M |
| Harbour Trust & Investment Management Co | 0.16% | Reduce -5.7% | 9,765 | $1.4M |
| Coastline Trust Co | 0.16% | Reduce -6.1% | 9,704 | $1.4M |
| Berkeley, Inc | 0.40% | Add +97.8% | 9,668 | $1.4M |
| Warner Financial, Inc. | 0.61% | Add +0.3% | 9,626 | $1.4M |
| Diversified Trust Co. | 0.03% | Add +4.6% | 9,600 | $1.4M |
| Flagstar Securities, Inc. | 0.35% | Reduce -0.7% | 9,586 | $1.4M |
| Richwood Investment Advisors, LLC | 1.12% | Reduce -0.5% | 9,507 | $1.4M |
| Howard Wealth Management, LLC | 0.79% | Reduce -1.2% | 9,503 | $1.3M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -9.8% | 9,757 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.64% | Reduce -2.0% | 9,404 | $1.3M |
| Compass Ion Advisors, LLC | 0.16% | Add +4.5% | 9,383 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -3.5% | 9,370 | $1.3M |
| Verdence Capital Advisors LLC | 0.11% | Add +3.8% | 9,339 | $1.3M |
| Pacific Sun Financial Corp | 0.73% | Reduce -4.6% | 9,273 | $1.3M |
| Capital Advisors Inc. | 0.03% | Reduce -2.9% | 9,188 | $1.3M |
| Summit Trail Advisors, LLC | 0.03% | No change | 9,154 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -0.5% | 9,121 | $1.3M |
| High Net Worth Advisory Group LLC | 0.36% | Add +0.1% | 9,110 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -0.8% | 9,054 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.11% | Reduce -1.2% | 9,039 | $1.3M |
| Blue Fin Capital, Inc. | 0.24% | Reduce -0.9% | 8,961 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.09% | Reduce -27.0% | 8,960 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.13% | No change | 9,675 | $1.3M |
| Westmount Partners, LLC | 0.38% | Add +0.3% | 8,920 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Add +10.8% | 10,127 | $1.3M |
| Rathbones Group PLC | 0.01% | New | 8,905 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +11.3% | 8,964 | $1.3M |
| Agate Pass Investment Management, LLC | 0.63% | Add +0.5% | 8,867 | $1.3M |
| Transform Wealth, LLC | 0.08% | Reduce -6.7% | 8,816 | $1.3M |
| Family Asset Management, LLC | 0.75% | Reduce -0.3% | 8,795 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -16.4% | 8,637 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.31% | Reduce -3.6% | 8,566 | $1.2M |
| Sentinel Pension Advisors, LLC | 0.23% | Reduce -12.2% | 8,488 | $1.2M |
| SC&H Financial Advisors, Inc. | 0.26% | No change | 8,390 | $1.2M |
| AMG National Trust Bank | 0.03% | Reduce -1.2% | 8,390 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +0.8% | 8,283 | $1.2M |
| Pps&v Asset Management Consultants, Inc. | 0.81% | No change | 8,278 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | Reduce -4.3% | 8,267 | $1.2M |
| Summit Financial, LLC | 0.05% | Add +0.1% | 8,204 | $1.2M |
| Seven Springs Wealth Group, LLC | 0.43% | No change | 8,192 | $1.2M |
| Financial Management Network Inc. | 0.24% | Add +0.1% | 8,224 | $1.2M |
| Weaver Consulting Group | 0.37% | Reduce -0.2% | 8,149 | $1.2M |
| Caprock Group, LLC | 0.04% | No change | 8,044 | $1.1M |
| Intrua Financial, LLC | 0.19% | Reduce -50.2% | 8,032 | $1.1M |
| American State Bank (Iowa) | 0.69% | No change | 7,957 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.3% | 7,894 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.09% | Reduce -1.9% | 7,815 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.5% | 7,813 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.26% | Add +76.6% | 7,800 | $1.1M |
| SRH Advisors, LLC | 0.34% | Reduce -15.2% | 7,785 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +15.6% | 7,782 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 7,740 | $1.1M |
| Norden Group LLC | 0.13% | New | 7,735 | $1.1M |
| Capital Analysts, LLC | 0.04% | Reduce -5.2% | 7,656 | $1.1M |
| Noesis Capital Mangement Corp. | 0.21% | Add +51.5% | 7,624 | $1.1M |
| STAR Financial Bank | 0.73% | Add +1.5% | 7,608 | $1.1M |
| Patron Partners, LLC | 0.59% | Reduce -1.7% | 7,538 | $1.1M |
| Fort Point Capital Partners LLC | 0.13% | Reduce -1.1% | 7,487 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.1% | 7,487 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -2.5% | 7,471 | $1.1M |
| Wescott Financial Advisory Group, LLC | 0.11% | Add +0.5% | 7,375 | $1.0M |
| Seamount Financial Group Inc. | 0.79% | Add +4.4% | 7,357 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | No change | 7,277 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +26.6% | 7,248 | $1.0M |
| JFS Wealth Advisors, LLC | 0.07% | Reduce -0.3% | 7,237 | $1.0M |
| Kovack Advisors, Inc. | 0.11% | Add +2.9% | 7,225 | $1.0M |
| Renaissance Technologies | 0.00% | Add +227.3% | 7,200 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.73% | Reduce -1.4% | 7,185 | $1.0M |
| Lion Street Advisors, LLC | 0.35% | Add +0.0% | 7,150 | $1.0M |
| Curbstone Financial Management Corp | 0.22% | Reduce -2.7% | 7,150 | $1.0M |
| Strategic Blueprint, LLC | 0.06% | Reduce -9.1% | 7,124 | $1.0M |
| Advisor Resource Council | 0.46% | New | 7,114 | $1.0M |
| Adero Partners, LLC | 0.07% | No change | 7,100 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +25.1% | 7,084 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -87.1% | 7,076 | $1.0M |
| SlateStone Wealth, LLC | 0.09% | Reduce -17.0% | 7,074 | $1.0M |
| O'Brien Wealth Partners LLC | 0.20% | Add +0.4% | 7,003 | $995K |
| One Day In July LLC | 0.11% | No change | 6,928 | $984K |
| LaSalle St. Investment Advisors, LLC | 0.38% | Add +0.1% | 6,869 | $975K |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.0% | 6,862 | $975K |
| N.E.W. Advisory Services LLC | 0.10% | Reduce -1.5% | 6,840 | $971K |
| Parcion Private Wealth LLC | 0.08% | Add +115.0% | 6,782 | $963K |
| First National Trust Co | 0.04% | Reduce -14.6% | 6,758 | $960K |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -11.2% | 6,727 | $955K |
| Certified Advisory Corp | 0.11% | Add +8.1% | 6,703 | $952K |
| New Century Financial Group, LLC | 0.35% | Add +2.3% | 6,690 | $950K |
| Wetzel Investment Advisors, Inc. | 0.48% | Reduce -6.0% | 6,688 | $950K |
| Sandy Cove Advisors, LLC | 0.39% | Add +0.1% | 6,674 | $948K |
| StoneX Group Inc. | 0.07% | Reduce -23.0% | 6,670 | $947K |
| REDW Wealth LLC | 0.24% | No change | 6,663 | $946K |
| Covenant Asset Management, LLC | 0.21% | No change | 6,635 | $942K |
| Hilltop Holdings Inc. | 0.06% | Add +42.4% | 6,552 | $931K |
| SevenBridge Financial Group, LLC | 0.18% | Add +1.5% | 6,542 | $928K |
| HHM Wealth Advisors, LLC | 0.13% | No change | 6,428 | $913K |
| Triangle Securities Wealth Management | 0.24% | Reduce -0.3% | 6,423 | $912K |
| Financial Partners Group, Inc | 0.13% | Reduce -9.3% | 6,399 | $909K |
| Greenhouse Wealth Management, LLC | 0.61% | Add +0.3% | 6,398 | $907K |
| Bradley Foster & Sargent Inc. | 0.02% | Reduce -1.6% | 6,365 | $904K |
| Peoples Bank | 0.46% | No change | 6,364 | $904K |
| Bantamac Capital, LLC | 0.43% | New | 6,351 | $902K |
| Moors & Cabot, Inc. | 0.04% | Add +40.6% | 6,351 | $902K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -6.2% | 6,319 | $898K |
| Inscription Capital, LLC | 0.13% | No change | 6,317 | $897K |
| Taylor Financial Group, Inc. | 0.61% | Reduce -0.2% | 6,199 | $881K |
| Interchange Capital Partners, LLC | 0.31% | Reduce -0.9% | 6,178 | $878K |
| Agf Management Ltd. | 0.00% | No change | 6,163 | $875K |
| Market Street Wealth Management Advisors LLC | 0.14% | Reduce -0.5% | 6,154 | $874K |
| Integrity Wealth Solutions LLC | 0.51% | Add +0.6% | 6,148 | $873K |
| Signaturefd, LLC | 0.02% | Add +5.6% | 6,147 | $873K |
| MKT Advisors LLC | 0.41% | Reduce -0.2% | 6,157 | $871K |
| NewEdge Wealth, LLC | 0.02% | Add +3.2% | 6,077 | $863K |
| Calamos Wealth Management LLC | 0.04% | No change | 6,054 | $860K |
| United Bank | 0.40% | Reduce -2.9% | 6,038 | $858K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $856K |
| Heritage Financial Services, LLC | 0.11% | No change | 6,015 | $854K |
| Glassman Wealth Services | 0.15% | No change | 6,003 | $853K |
| HSBC Holdings PLC | 0.00% | New | 6,000 | $852K |
| First Commonwealth Financial Corp | 0.20% | No change | 5,997 | $852K |
| Trademark Financial Management, LLC | 0.68% | New | 5,993 | $851K |
| Country Club Bank | 0.06% | No change | 5,956 | $844K |
| Private Trust Co. NA | 0.09% | Reduce -14.8% | 5,936 | $843K |
| RFG Advisory, LLC | 0.03% | Reduce -2.3% | 5,861 | $833K |
| Carson Advisory Inc. | 0.52% | Add +0.3% | 5,837 | $829K |
| PCA Investment Advisory Services Inc. | 0.39% | Add +79.9% | 5,808 | $825K |
| MWA Asset Management | 0.55% | Reduce -0.3% | 5,786 | $822K |
| Navis Wealth Advisors, LLC | 0.89% | Add +5.1% | 5,772 | $820K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.0% | 5,758 | $818K |
| West Bancorporation Inc. | 0.54% | No change | 5,739 | $815K |
| Benchmark Wealth Management, LLC | 0.40% | No change | 5,686 | $808K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.2% | 5,669 | $805K |
| LS Investment Advisors, LLC | 0.12% | No change | 5,665 | $805K |
| Burns J W & Co. Inc. | 0.10% | Reduce -2.6% | 5,635 | $800K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +3.1% | 5,597 | $795K |
| Good Life Advisors, LLC | 0.05% | Reduce -0.6% | 5,586 | $794K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -15.3% | 5,561 | $789K |
| Private Portfolio Partners LLC | 0.15% | Reduce -3.9% | 5,548 | $788K |
| Wedbush Securities Inc. | 0.03% | Reduce -12.6% | 5,483 | $779K |
| Meridian Wealth Management, LLC | 0.04% | Add +1.0% | 5,482 | $779K |
| Cascade Financial Partners, LLC | 0.10% | Add +5.8% | 5,469 | $773K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -2.8% | 5,434 | $772K |
| Fsa Wealth Partners, Inc. | 0.19% | New | 5,404 | $768K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +1.2% | 5,404 | $768K |
| Garden State Investment Advisory Services LLC | 0.25% | Reduce -9.2% | 5,393 | $766K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.3% | 5,369 | $763K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -8.8% | 5,367 | $762K |
| Appleton Partners Inc. | 0.06% | No change | 5,305 | $754K |
| Meritage Portfolio Management | 0.05% | Reduce -1.5% | 5,242 | $745K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.5% | 5,243 | $745K |
| Clarity Capital Partners LLC | 0.44% | Add +8.3% | 5,229 | $743K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -7.6% | 5,217 | $741K |
| Ritholtz Wealth Management | 0.02% | No change | 5,213 | $741K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 5,195 | $738K |
| Atticus Wealth Management, LLC | 0.24% | Add +0.6% | 5,185 | $736K |
| Saxon Interests, Inc. | 0.33% | Reduce -12.9% | 5,163 | $733K |
| Cambridge Advisors Inc. | 0.16% | No change | 5,146 | $731K |
| Private Capital Management LLC | 0.13% | No change | 5,112 | $726K |
| Phillips Financial Management, LLC | 0.06% | Reduce -2.5% | 5,059 | $719K |
| Uhlmann Price Securities, LLC | 0.57% | — | 5,058 | $718K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +43.8% | 5,057 | $718K |
| Beacon Bridge Wealth Partners, LLC | 0.31% | Reduce -6.0% | 5,030 | $714K |
| Addison Capital Co | 0.29% | Reduce -4.3% | 5,025 | $714K |
| Kwmg, LLC | 0.07% | Reduce -0.2% | 5,025 | $714K |
| Global Trust Asset Management, LLC | 0.26% | Add +5.4% | 5,025 | $714K |
| Alexander Labrunerie & Co., Inc. | 0.33% | Reduce -4.0% | 5,017 | $713K |
| Kaydan Wealth Management, Inc. | 0.21% | Reduce -0.4% | 4,957 | $704K |
| Paragon Financial Partners, Inc. | 0.52% | Reduce -6.8% | 4,952 | $703K |
| ORG Partners LLC | 0.11% | Reduce -1.9% | 4,939 | $702K |
| Accredited Investors Inc. | 0.04% | New | 4,900 | $696K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -16.5% | 4,894 | $695K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -0.5% | 4,886 | $691K |
| Baker Tilly Wealth Management, LLC | 0.31% | Reduce -17.9% | 4,860 | $690K |
| Cypress Capital Group | 0.08% | Reduce -3.8% | 4,814 | $684K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $682K |
| Horst & Graben Wealth Management LLC | 0.12% | Reduce -0.6% | 4,784 | $680K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.3% | 4,783 | $679K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Add +1.3% | 4,776 | $678K |
| BigSur Wealth Management LLC | 0.19% | Reduce -2.1% | 4,750 | $675K |
| Adamsbrown Wealth Consultants LLC | 0.23% | Reduce -9.9% | 4,708 | $669K |
| Sageworth Trust Co | 0.04% | Reduce -0.9% | 4,675 | $664K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -2.7% | 4,669 | $663K |
| Investment Advisory Group, LLC | 0.23% | Reduce -2.1% | 4,659 | $662K |
| Private Wealth Advisors, LLC | 0.27% | Add +0.0% | 4,635 | $658K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +14.6% | 4,626 | $657K |
| Childress Capital Advisors, LLC | 0.18% | No change | 4,571 | $649K |
| Alpha Financial Partners LLC | 0.46% | New | 4,547 | $646K |
| Ehrlich Financial Group | 0.46% | Add +0.0% | 4,547 | $646K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -0.8% | 4,617 | $646K |
| Essex Private Wealth Management, LLC | 1.51% | Add +0.5% | 4,520 | $642K |
| ZWJ Investment Counsel Inc. | 0.03% | No change | 4,494 | $638K |
| Farther Finance Advisors, LLC | 0.02% | Add +98.8% | 4,468 | $635K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.3% | 4,430 | $629K |
| AE Wealth Management LLC | 0.01% | Reduce -6.3% | 4,422 | $628K |
| LexAurum Advisors, LLC | 0.14% | Reduce -2.2% | 4,422 | $628K |
| Ransom Advisory, Ltd | 0.29% | No change | 4,370 | $621K |
| James Investment Research, Inc. | 0.07% | Add +6.7% | 4,370 | $621K |
| My Legacy Advisors, LLC | 0.24% | Reduce -27.7% | 4,326 | $614K |
| Cary Street Partners Asset Management LLC | 0.08% | Add +1.0% | 4,315 | $613K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 4,313 | $613K |
| Key Financial Inc | 0.14% | Add +4.4% | 4,309 | $612K |
| Bessemer Group Inc. | 0.00% | Add +40.7% | 4,313 | $612K |
| Emprise Bank | 0.35% | Reduce -1.1% | 4,250 | $604K |
| Jacobi Capital Management LLC | 0.05% | Reduce -8.5% | 4,242 | $602K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -11.3% | 4,241 | $602K |
| Magnus Financial Group LLC | 0.06% | Add +1.4% | 4,236 | $602K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -0.5% | 4,231 | $601K |
| Sutton Place Investors LLC | 0.37% | No change | 4,224 | $600K |
| Trustmark Bank Trust Department | 0.05% | No change | 4,204 | $597K |
| WealthBridge Capital Management, LLC | 0.17% | Add +1.8% | 4,190 | $595K |
| Ellis Investment Partners, LLC | 0.12% | Reduce -1.5% | 4,190 | $595K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,185 | $594K |
| Holistic Financial Partners | 0.29% | Reduce -7.3% | 4,170 | $592K |
| Mather Group, Llc. | 0.01% | Reduce -22.9% | 4,160 | $591K |
| Rossmore Private Capital | 0.07% | No change | 4,155 | $590K |
| Disciplined Investments, LLC | 0.29% | Reduce -10.8% | 4,148 | $589K |
| Hengehold Capital Management LLC | 0.06% | Reduce -0.1% | 4,122 | $585K |
| Wedmont Private Capital | 0.03% | Add +4.0% | 4,178 | $584K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,097 | $582K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.7% | 4,071 | $578K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -5.6% | 4,070 | $578K |
| Compound Planning, Inc. | 0.04% | Reduce -2.1% | 4,050 | $575K |
| Beacon Bank & Trust | 0.13% | Add +0.9% | 4,042 | $574K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -87.9% | 4,033 | $573K |
| Ashford Advisors, LLC | 0.13% | No change | 4,000 | $568K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -6.1% | 3,991 | $567K |
| Indiana Trust & Investment Management Co | 0.19% | Reduce -6.2% | 3,990 | $567K |
| Canal Capital Management, LLC | 0.09% | Add +0.9% | 3,978 | $565K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.2% | 3,972 | $564K |
| Csenge Advisory Group | 0.03% | Add +9.2% | 3,970 | $562K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 3,946 | $560K |
| Householder Group Estate & Retirement Specialist, LLC | 0.16% | Reduce -5.5% | 3,928 | $558K |
| Rodgers & Associates, LTD | 0.07% | No change | 3,907 | $555K |
| Resolute Wealth Strategies, LLC | 0.29% | Add +0.4% | 3,876 | $551K |
| Global Financial Private Client, LLC | 0.21% | No change | 3,854 | $547K |
| Missouri Trust & Investment Co | 0.19% | Reduce -0.9% | 3,850 | $547K |
| Matrix Asset Advisors Inc. | 0.06% | Add +0.1% | 3,849 | $547K |
| Veltria Advisors Corp. | 0.21% | Add +51.3% | 3,835 | $545K |
| MCF Advisors LLC | 0.04% | No change | 3,816 | $542K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.6% | 3,796 | $539K |
| Centaurus Financial, Inc. | 0.03% | Reduce -63.8% | 3,792 | $539K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -41.8% | 3,754 | $533K |
| Acropolis Investment Management, LLC | 0.03% | No change | 3,747 | $532K |
| Matrix Private Capital Group LLC | 0.31% | No change | 3,741 | $531K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.3% | 3,740 | $531K |
| Selective Wealth Management, Inc. | 0.22% | Reduce -2.5% | 3,770 | $527K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,689 | $524K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $524K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,687 | $524K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -36.4% | 3,682 | $523K |
| Truepoint, Inc. | 0.01% | Reduce -6.7% | 3,677 | $522K |
| Brighton Jones LLC | 0.02% | Reduce -79.8% | 3,666 | $521K |
| DHJJ Financial Advisors, Ltd. | 0.21% | No change | 3,655 | $519K |
| Kapstone Financial Advisors LLC | 0.31% | Reduce -9.8% | 3,663 | $519K |
| M3 Advisory Group, LLC | 0.38% | Add +2.1% | 3,653 | $519K |
| BIP Wealth, LLC | 0.04% | No change | 3,631 | $516K |
| O'ROURKE & COMPANY, Inc | 0.26% | Add +4.5% | 3,627 | $515K |
| Nadler Financial Group, Inc. | 0.06% | Reduce -1.3% | 3,617 | $514K |
| Crewe Advisors LLC | 0.06% | Reduce -9.5% | 3,614 | $513K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.7% | 3,600 | $511K |
| Round Rock Advisors LLC | 0.12% | Reduce -1.4% | 3,552 | $505K |
| Unionview, LLC | 0.39% | Reduce -0.4% | 3,529 | $501K |
| Nicolet Bankshares Inc. | 0.10% | Reduce -0.7% | 3,526 | $501K |
| Private Management Group Inc. | 0.02% | Reduce -3.4% | 3,519 | $500K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -10.7% | 3,514 | $499K |
| LJI Wealth Management, LLC | 0.10% | Add +0.1% | 3,509 | $498K |
| West Paces Advisors Inc. | 0.12% | No change | 3,502 | $497K |
| HRT Financial LP | 0.00% | Reduce -62.2% | 3,475 | $493K |
| Commerce Bank | 0.00% | No change | 3,459 | $491K |
| Arkos Global Advisors | 0.07% | No change | 3,454 | $491K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 3,455 | $491K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -31.3% | 3,438 | $488K |
| Hazlett, Burt & Watson, Inc. | 0.22% | Reduce -5.7% | 3,438 | $488K |
| Capasso Planning Partners LLC | 0.14% | Reduce -25.0% | 3,420 | $486K |
| Fortitude Family Office, LLC | 0.19% | New | 3,418 | $485K |
| Pinnacle Financial Group, LLC / IL | 0.19% | No change | 3,380 | $480K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,380 | $480K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +14.0% | 3,359 | $477K |
| Simplicity Wealth,LLC | 0.04% | Reduce -51.0% | 3,323 | $472K |
| Aptus Capital Advisors, LLC | 0.01% | Add +21.0% | 3,312 | $470K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,310 | $470K |
| Quadcap Wealth Management, LLC | 0.07% | No change | 3,289 | $467K |
| AQR Capital Management | 0.00% | Add +4.5% | 3,289 | $467K |
| HTG Investment Advisors, Inc. | 0.22% | No change | 3,288 | $467K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 3,281 | $466K |
| Albion Financial Group | 0.03% | Reduce -4.6% | 3,275 | $465K |
| Archer Investment Corp | 0.13% | Reduce -29.1% | 3,273 | $465K |
| Apollon Financial, LLC | 0.14% | Add +1.0% | 3,270 | $465K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -11.4% | 3,268 | $464K |
| Jmac Enterprises LLC | 0.07% | Reduce -0.7% | 3,261 | $463K |
| Fiduciary Family Office, LLC | 0.15% | Reduce -33.0% | 3,255 | $462K |
| HUB Investment Partners, LLC | 0.02% | New | 3,208 | $456K |
| EPG Wealth Management LLC | 0.11% | Add +0.0% | 3,198 | $454K |
| Boston Family Office LLC | 0.03% | No change | 3,192 | $453K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -19.4% | 3,179 | $451K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 3,168 | $450K |
| Lakewood Asset Management LLC | 0.31% | No change | 3,156 | $448K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 3,155 | $448K |
| Smith & Howard Wealth Management, LLC | 0.13% | No change | 3,151 | $448K |
| American National Bank & Trust | 0.05% | Reduce -8.9% | 3,151 | $448K |
| Secure Asset Management, LLC | 0.07% | Add +0.0% | 3,122 | $443K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.5% | 3,111 | $442K |
| Curi Capital, LLC | 0.01% | No change | 3,103 | $441K |
| WFA of San Diego, LLC | 0.37% | No change | 3,093 | $439K |
| GEM Asset Management, LLC | 0.25% | Reduce -4.1% | 3,141 | $439K |
| Heritage Wealth Advisors | 0.02% | New | 3,085 | $438K |
| Executive Wealth Management, LLC | 0.03% | Reduce -14.9% | 3,083 | $438K |
| Berger Financial Group, Inc | 0.03% | Add +0.7% | 3,065 | $435K |
| ICONIQ Capital, LLC | 0.01% | Add +0.6% | 3,041 | $432K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.8% | 3,033 | $431K |
| WESCAP Management Group, Inc. | 0.11% | No change | 3,013 | $428K |
| Loudon Investment Management, LLC | 0.23% | Add +0.7% | 3,010 | $428K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 3,010 | $428K |
| King Wealth Management Group | 0.07% | Add +9.1% | 2,997 | $426K |
| Asset Dedication, LLC | 0.03% | No change | 2,978 | $423K |
| Harfst & Associates, Inc. | 0.09% | Reduce -2.3% | 2,955 | $420K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +4.3% | 2,953 | $420K |
| Foster Group, Inc. | 0.02% | No change | 2,936 | $417K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $417K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -8.4% | 2,930 | $416K |
| Legacy Trust | 0.10% | No change | 2,928 | $416K |
| Hoge Financial Services, LLC | 0.31% | Add +0.6% | 2,923 | $415K |
| Prio Wealth Limited Partnership | 0.01% | No change | 2,915 | $414K |
| River Wealth Advisors LLC | 0.05% | No change | 2,899 | $412K |
| Schnieders Capital Management LLC | 0.08% | No change | 2,896 | $411K |
| Blue Trust, Inc. | 0.01% | Add +37.1% | 3,230 | $411K |
| John W. Brooker & Co., CPAs | 0.19% | Add +0.0% | 2,865 | $407K |
| Gladstone Institutional Advisory LLC | 0.02% | No change | 2,850 | $405K |
| New Hampshire Trust | 0.09% | Reduce -2.1% | 2,836 | $403K |
| Eagle Global Advisors LLC | 0.02% | No change | 2,836 | $403K |
| NTV Asset Management LLC | 0.05% | No change | 2,827 | $402K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +9.2% | 2,829 | $400K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,809 | $399K |
| My Personal CFO, LLC | 0.22% | No change | 2,800 | $398K |
| SkyOak Wealth, LLC | 0.09% | No change | 2,785 | $396K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,780 | $395K |
| Spinnaker Investment Group, LLC | 0.10% | Reduce -35.9% | 2,773 | $394K |
| Clayton Financial Group LLC | 0.15% | New | 2,741 | $389K |
| VitalStone Financial, LLC | 0.27% | No change | 2,740 | $389K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 2,724 | $387K |
| Bison Wealth, LLC | 0.06% | New | 2,722 | $387K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +3.7% | 2,720 | $386K |
| Kanawha Capital Management LLC | 0.03% | Reduce -6.8% | 2,718 | $386K |
| Gen-Wealth Partners Inc | 0.17% | No change | 2,757 | $383K |
| GTS Securities LLC | 0.01% | Reduce -92.8% | 2,689 | $382K |
| S.E.E.D. Planning Group LLC | 0.13% | No change | 2,687 | $382K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $381K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 2,653 | $377K |
| LBMC Investment Advisors, LLC | 0.03% | Reduce -8.9% | 2,648 | $376K |
| United Advisor Group, LLC | 0.08% | Reduce -4.0% | 2,631 | $374K |
| Fortis Capital Advisors, LLC | 0.12% | Reduce -21.3% | 2,626 | $373K |
| Provident Wealth Management, LLC | 0.13% | Add +0.3% | 2,623 | $373K |
| CGN Advisors LLC | 0.04% | Reduce -9.5% | 2,622 | $372K |
| RMR Wealth Builders | 0.04% | New | 2,619 | $372K |
| Woodmont Investment Counsel LLC | 0.03% | New | 2,592 | $368K |
| Two Sigma Securities, LLC | 0.03% | Reduce -66.3% | 2,582 | $367K |
| Broadleaf Partners, LLC | 0.09% | No change | 2,580 | $366K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $366K |
| Gries Financial LLC | 0.07% | No change | 2,570 | $365K |
| Janney Capital Management LLC | 0.02% | New | 2,569 | $365K |
| Patten & Patten Inc. | 0.02% | No change | 2,544 | $361K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -12.1% | 2,535 | $360K |
| Baugh & Associates, LLC | 0.19% | Reduce -7.6% | 2,800 | $359K |
| McCarthy & Cox | 0.14% | New | 2,525 | $359K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.0% | 2,523 | $358K |
| Tsfg, LLC | 0.08% | Reduce -1.3% | 2,521 | $358K |
| Clarity Wealth Advisors, LLC | 0.10% | No change | 2,514 | $357K |
| Pure Financial Advisors, LLC | 0.01% | New | 2,509 | $356K |
| Clarius Group, LLC | 0.03% | New | 2,509 | $356K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +1.7% | 2,507 | $356K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,500 | $355K |
| TrinityPoint Wealth, LLC | 0.05% | Reduce -2.7% | 2,492 | $354K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $353K |
| MidAtlantic Capital Management, Inc. | 0.26% | No change | 2,479 | $352K |
| Hoffman, Alan N Investment Management | 0.17% | No change | 2,471 | $351K |
| Mainstream Capital Management LLC | 0.30% | — | 2,463 | $350K |
| QRG Capital Management, Inc. | 0.00% | Add +1.5% | 2,456 | $349K |
| Titleist Asset Management, LLC | 0.05% | No change | 2,429 | $345K |
| Callan Capital, LLC | 0.02% | Add +0.5% | 2,426 | $345K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $344K |
| Insight Wealth Strategies, LLC | 0.05% | No change | 2,419 | $344K |
| Evercore Wealth Management, LLC | 0.01% | Add +6.2% | 2,407 | $342K |
| Cutter & CO Brokerage, Inc. | 0.08% | Add +0.5% | 2,402 | $341K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $341K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,397 | $340K |
| Family Legacy, Inc. | 0.11% | No change | 2,393 | $340K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,381 | $338K |
| Bernardo Wealth Planning LLC | 0.08% | No change | 2,358 | $338K |
| Greenwich Wealth Management LLC | 0.02% | Add +16.4% | 2,346 | $333K |
| Tompkins Financial Corp. | 0.03% | No change | 2,340 | $332K |
| Colonial River Investments, LLC | 0.16% | Reduce -9.4% | 2,338 | $332K |
| GAMMA Investing LLC | 0.03% | Add +23.4% | 2,326 | $330K |
| West Michigan Advisors, LLC | 0.10% | Add +1.6% | 2,322 | $330K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.5% | 2,320 | $330K |
| Marcum Wealth, LLC | 0.03% | Reduce -1.3% | 2,319 | $329K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 2,310 | $328K |
| Second Line Capital, LLC | 0.09% | Add +0.2% | 2,307 | $328K |
| Lanark Financial, Inc. | 0.03% | Reduce -18.3% | 2,303 | $327K |
| Iron Gate Global Advisors LLC | 0.05% | No change | 2,300 | $327K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $325K |
| Revisor Wealth Management LLC | 0.20% | No change | 2,266 | $322K |
| Hardin Capital Partners, LLC | 0.18% | Reduce -0.4% | 2,298 | $321K |
| HM Payson & Co. | 0.01% | No change | 2,261 | $321K |
| Rappaport Reiches Capital Management, LLC | 0.09% | New | 2,259 | $321K |
| KPP Advisory Services LLC | 0.08% | Reduce -0.8% | 2,252 | $320K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,235 | $317K |
| MTM Investment Management, LLC | 0.12% | No change | 2,250 | $317K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,229 | $317K |
| Fagan Associates, Inc. | 0.05% | Reduce -4.2% | 2,224 | $316K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -38.2% | 2,216 | $315K |
| True Link Financial Advisors, LLC | 0.03% | No change | 2,215 | $315K |
| TFB Advisors LLC | 0.09% | Add +5.5% | 2,207 | $313K |
| Thrive Wealth Management, LLC | 0.06% | Reduce -7.8% | 2,202 | $313K |
| Narus Financial Partners, LLC | 0.11% | No change | 2,200 | $312K |
| Mayport, LLC | 0.10% | No change | 2,200 | $312K |
| Caldwell Trust Co | 0.03% | Reduce -3.6% | 2,197 | $312K |
| Leo Wealth, LLC | 0.03% | Reduce -30.1% | 2,192 | $311K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $310K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -14.1% | 2,177 | $309K |
| Evoke Wealth, LLC | 0.01% | New | 2,177 | $309K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,154 | $306K |
| Fulton Bank, N.A. | 0.01% | No change | 2,150 | $305K |
| Cascade Investment Group, Inc. | 0.22% | Reduce -7.6% | 2,143 | $304K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 2,126 | $302K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.6% | 2,125 | $302K |
| KFA Private Wealth Group, LLC | 0.14% | Add +0.2% | 2,123 | $301K |
| Kowal Investment Group, LLC | 0.06% | Add +0.7% | 2,115 | $300K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 2,100 | $298K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,088 | $297K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 2,085 | $296K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,076 | $295K |
| Creekside Partners | 0.15% | New | 2,064 | $293K |
| KOM Wealth Management Group, LLC | 0.24% | Add +0.5% | 2,058 | $292K |
| Colonial Trust Co / SC | 0.05% | No change | 2,058 | $292K |
| Core Wealth Management, Inc. | 0.12% | No change | 2,298 | $292K |
| Aveo Capital Partners, LLC | 0.03% | Add +0.9% | 2,049 | $291K |
| Marshall Financial Group, LLC | 0.07% | Add +3.7% | 2,044 | $290K |
| Fortune Financial Advisors, LLC | 0.26% | Reduce -50.0% | 2,041 | $290K |
| GAMCO Investors | 0.00% | No change | 2,035 | $289K |
| Optimum Investment Advisors | 0.12% | No change | 2,024 | $287K |
| SpiderRock Advisors, LLC | 0.01% | No change | 2,014 | $286K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.9% | 2,013 | $286K |
| Realta Investment Advisors | 0.13% | Reduce -82.4% | 2,002 | $286K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $285K |
| McDonough Capital Management, Inc | 0.20% | Add +0.5% | 2,004 | $285K |
| LM Advisors LLC | 0.06% | No change | 2,000 | $284K |
| Formidable Asset Management, LLC | 0.05% | No change | 1,991 | $283K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -33.8% | 1,980 | $281K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -3.3% | 1,972 | $280K |
| Webster Bank, N. A. | 0.03% | Reduce -3.8% | 1,950 | $277K |
| Collective Family Office LLC | 0.08% | No change | 1,948 | $277K |
| Essex Bank | 0.07% | No change | 1,948 | $277K |
| PGIM Custom Harvest LLC | 0.01% | New | 1,942 | $276K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $274K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 1,918 | $272K |
| Regal Investment Advisors LLC | 0.02% | Add +16.6% | 1,916 | $272K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $272K |
| Vise Technologies, Inc. | 0.03% | No change | 1,911 | $271K |
| Element Wealth, LLC | 0.14% | No change | 1,907 | $271K |
| TFC Financial Management, Inc. | 0.04% | New | 1,900 | $270K |
| Plancorp, LLC | 0.01% | Add +0.5% | 1,897 | $269K |
| Coastal Bridge Advisors, LLC | 0.07% | No change | 1,896 | $269K |
| City Holding Co. | 0.04% | Add +16.6% | 1,894 | $269K |
| WoodTrust Financial Corp | 0.04% | No change | 1,894 | $269K |
| Compass Financial Group, INC | 0.05% | Reduce -4.7% | 1,892 | $269K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -17.8% | 1,885 | $268K |
| Beacon Financial Advisory LLC | 0.09% | Add +0.2% | 1,879 | $267K |
| Old North State Wealth Management, LLC | 0.15% | Add +0.7% | 1,866 | $266K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -2.1% | 1,869 | $265K |
| Carmel Capital Partners, LLC | 0.10% | New | 1,866 | $265K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -54.4% | 1,861 | $264K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,854 | $263K |
| Brandywine Oak Private Wealth LLC | 0.03% | Reduce -26.7% | 1,851 | $263K |
| Tanglewood Legacy Advisors, LLC | 0.12% | No change | 1,850 | $263K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,850 | $263K |
| Godsey & Gibb, Inc. | 0.03% | Add +0.3% | 1,846 | $262K |
| Beacon Capital Management, LLC | 0.04% | Add +8.6% | 1,839 | $261K |
| Oldfather Financial Services, LLC | 0.10% | No change | 1,838 | $261K |
| Williams & Novak, LLC | 0.24% | No change | 1,833 | $260K |
| Providence Capital Advisors, LLC | 0.05% | No change | 1,828 | $260K |
| Condor Capital Management | 0.02% | Add +0.7% | 1,824 | $259K |
| WestHill Financial Advisors, Inc. | 0.06% | No change | 1,822 | $259K |
| Worth Asset Management, LLC | 0.14% | No change | 1,819 | $258K |
| Quaker Wealth Management, LLC | 0.09% | — | 1,811 | $257K |
| Smith Salley Wealth Management | 0.02% | New | 1,808 | $257K |
| Bailard, Inc. | 0.01% | No change | 1,802 | $256K |
| Independence Bank of Kentucky | 0.05% | Reduce -7.8% | 1,795 | $255K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,795 | $255K |
| Fiduciary Alliance LLC | 0.03% | Reduce -6.3% | 1,793 | $255K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +0.5% | 1,771 | $252K |
| Bridgewealth Advisory Group, LLC | 0.09% | New | 1,764 | $251K |
| Allred Capital Management, LLC | 0.10% | Add +0.1% | 1,762 | $250K |
| Goldstein Advisors, LLC | 0.04% | No change | 1,760 | $250K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,757 | $249K |
| Fiduciary Group, LLC | 0.03% | No change | 1,738 | $247K |
| Ballentine Partners, LLC | 0.00% | No change | 1,727 | $245K |
| Roundview Capital LLC | 0.02% | No change | 1,718 | $244K |
| Thompson Davis & Co., Inc. | 0.18% | New | 1,713 | $243K |
| Epiq Partners, LLC | 0.14% | No change | 1,710 | $243K |
| Fidelis Capital Partners, LLC | 0.03% | No change | 1,708 | $241K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,689 | $240K |
| Riverstone Advisors, LLC | 0.14% | No change | 1,680 | $239K |
| Signature Wealth Management Group | 0.10% | No change | 1,680 | $239K |
| McAdam, LLC | 0.01% | Add +0.8% | 1,677 | $238K |
| New Insight Wealth Advisors | 0.12% | Reduce -11.8% | 1,669 | $237K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -9.6% | 1,668 | $237K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 1,675 | $237K |
| North Star Investment Management Corp. | 0.02% | No change | 1,663 | $236K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.2% | 1,662 | $236K |
| WMS Partners, LLC | 0.01% | New | 1,660 | $236K |
| Shoker Investment Counsel, Inc. | 0.08% | Add +0.2% | 1,659 | $236K |
| Arrow Financial Corp | 0.02% | New | 1,642 | $233K |
| Ballast Advisors LLC | 0.07% | Add +0.9% | 1,641 | $233K |
| Augustine Asset Management Inc. | 0.08% | Add +0.6% | 1,640 | $233K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 1,640 | $233K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -1.8% | 1,633 | $232K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 1,630 | $231K |
| US Financial Advisors, LLC | 0.07% | No change | 1,626 | $231K |
| Rothschild Investment LLC | 0.02% | No change | 1,624 | $231K |
| Gibson Capital, LLC | 0.05% | No change | 1,622 | $230K |
| Sequent Asset Management, LLC | 0.11% | No change | 1,620 | $230K |
| Quadrant Capital Group LLC | 0.02% | No change | 1,620 | $230K |
| Marion Wealth Management | 0.06% | Reduce -5.8% | 1,607 | $228K |
| Caerus Investment Advisors, LLC | 0.22% | No change | 1,600 | $227K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 1,600 | $227K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $227K |
| Valley National Advisers Inc. | 0.04% | Reduce -7.0% | 1,603 | $227K |
| Davidson Trust Co. | 0.12% | No change | 1,597 | $227K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,595 | $227K |
| Crestwood Advisors Group, LLC | 0.00% | Reduce -20.8% | 1,593 | $226K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | New | 1,590 | $226K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -4.6% | 1,585 | $225K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.1% | 1,578 | $224K |
| Seneca House Advisors | 0.09% | New | 1,567 | $223K |
| GG Group Ventures, LLC | 0.32% | No change | 1,588 | $222K |
| Money Concepts Capital Corp. | 0.02% | Reduce -12.4% | 1,560 | $222K |
| Nvest Financial, LLC | 0.13% | New | 1,559 | $221K |
| Bangor Savings Bank | 0.02% | No change | 1,559 | $221K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -3.1% | 1,559 | $221K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,541 | $219K |
| Wallace Advisory Group, LLC | 0.16% | No change | 1,721 | $219K |
| Tradition Wealth Management, LLC | 0.02% | New | 1,537 | $218K |
| Gryphon Financial Partners LLC | 0.03% | New | 1,533 | $218K |
| Afg Fiduciary Services Limited Partnership | 0.15% | Reduce -2.2% | 1,534 | $217K |
| Orin Green Financial, LLC | 0.09% | New | 1,522 | $216K |
| Brio Consultants, LLC | 0.03% | New | 1,521 | $216K |
| Cordgrass Capital Advisors, LLC | 0.06% | Reduce -4.1% | 1,514 | $215K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -5.1% | 1,512 | $215K |
| Wealth Effects LLC | 0.08% | New | 1,510 | $214K |
| Summit Wealth Partners, LLC | 0.04% | New | 1,502 | $213K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -5.4% | 1,502 | $213K |
| Busey Bank | 0.01% | New | 1,501 | $213K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 1,500 | $213K |
| Obermeyer Wealth Partners | 0.01% | New | 1,500 | $213K |
| Traphagen Investment Advisors LLC | 0.02% | New | 1,499 | $213K |
| Summit X, LLC | 0.05% | Reduce -40.9% | 1,672 | $213K |
| Garrett Wealth Advisory Group, LLC | 0.05% | New | 1,489 | $212K |
| Kraft, Davis & Associates, LLC | 0.06% | Reduce -1.9% | 1,523 | $211K |
| Goelzer Investment Management, Inc. | 0.01% | New | 1,487 | $211K |
| Greenfield Savings Bank | 0.10% | New | 1,485 | $211K |
| Everhart Financial Group, Inc. | 0.05% | New | 1,485 | $211K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,482 | $211K |
| Wrenne Financial Planning LLC | 0.13% | New | 1,480 | $210K |
| GM Advisory Group, LLC | 0.01% | Reduce -27.7% | 1,477 | $210K |
| RiverGlades Family Offices LLC | 0.15% | New | 1,475 | $210K |
| Integral Investment Advisors, Inc. | 0.06% | New | 1,475 | $210K |
| Summit Asset Management, LLC | 0.02% | New | 1,475 | $210K |
| Adirondack Trust Co. | 0.08% | No change | 1,460 | $207K |
| Baker Ellis Asset Management LLC | 0.03% | New | 1,460 | $207K |
| Headinvest, LLC | 0.04% | Reduce -13.0% | 1,458 | $207K |
| Mayfair Advisory Group, LLC | 0.13% | New | 1,468 | $207K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,455 | $207K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 1,455 | $207K |
| Viawealth, LLC | 0.12% | New | 1,451 | $206K |
| Financial Alternatives, Inc | 0.14% | New | 1,451 | $206K |
| Oxler Private Wealth LLC | 0.07% | New | 1,451 | $206K |
| One Degree Advisors Inc | 0.09% | New | 1,458 | $206K |
| Transcendent Capital Group LLC | 0.11% | No change | 1,450 | $206K |
| Bensler, LLC | 0.03% | New | 1,447 | $205K |
| Lodestone Wealth Management LLC | 0.10% | New | 1,440 | $205K |
| Accurate Wealth Management, LLC | 0.04% | New | 1,422 | $203K |
| ICW Investment Advisors LLC | 0.08% | New | 1,425 | $202K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -55.6% | 1,420 | $202K |
| PFG Private Wealth Management, LLC | 0.12% | No change | 1,419 | $202K |
| Awm Capital, LLC | 0.02% | New | 1,415 | $201K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | New | 1,414 | $201K |
| Financial Freedom, LLC | 0.10% | Reduce -40.5% | 1,384 | $197K |
| Northwest Financial Advisors | 0.16% | New | 1,377 | $196K |
| WealthShield Partners, LLC | 0.03% | Add +0.5% | 1,348 | $191K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,336 | $190K |
| Blue Chip Partners, LLC | 0.02% | Reduce -50.0% | 1,337 | $190K |
| Investment Research & Advisory Group, Inc. | 0.08% | Reduce -90.0% | 1,331 | $189K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.6% | 1,322 | $188K |
| Versant Capital Management, Inc | 0.04% | No change | 1,292 | $184K |
| Hanson & Doremus Investment Management | 0.03% | Add +0.5% | 1,290 | $183K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,287 | $183K |
| Sandy Spring Bank | 0.01% | Reduce -11.0% | 1,210 | $172K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.07% | No change | 1,202 | $171K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 1,180 | $168K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.9% | 1,174 | $167K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 1,075 | $153K |
| Northwest Investment Counselors, LLC | 0.03% | New | 1,057 | $150K |
| Vermillion & White Wealth Management Group, LLC | 0.11% | No change | 1,051 | $149K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,051 | $149K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -94.0% | 1,091 | $143K |
| Operose Advisors LLC | 0.05% | Add +2.6% | 994 | $141K |
| Dunhill Financial, LLC | 0.07% | Add +0.1% | 984 | $140K |
| Nvwm, LLC | 0.04% | Reduce -1.6% | 979 | $139K |
| Lindbrook Capital, LLC | 0.01% | Add +22.0% | 972 | $138K |
| Fourpath Capital Management, LLC | 0.02% | New | 929 | $132K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 858 | $122K |
| Horizons Wealth Management | 0.09% | No change | 850 | $121K |
| Hilltop National Bank | 0.04% | No change | 842 | $120K |
| PSI Advisors, LLC | 0.03% | No change | 839 | $119K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 835 | $119K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -23.5% | 828 | $118K |
| Howe & Rusling Inc. | 0.01% | Add +0.4% | 827 | $117K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.9% | 827 | $117K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $116K |
| IAG Wealth Partners, LLC | 0.02% | No change | 815 | $116K |
| Stephens Consulting, LLC | 0.03% | Add +0.6% | 788 | $112K |
| Planning Capital Management Corp | 0.07% | No change | 778 | $111K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 861 | $110K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $109K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -50.9% | 768 | $109K |
| Atwood & Palmer Inc. | 0.01% | No change | 750 | $107K |
| Anchor Investment Management, LLC | 0.01% | Reduce -6.6% | 706 | $100K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -5.1% | 694 | $99K |
| TruNorth Capital Management, LLC | 0.03% | Add +49.8% | 692 | $98K |
| Motco | 0.01% | No change | 688 | $98K |
| GoalVest Advisory LLC | 0.03% | No change | 685 | $97K |
| Ascentis Independent Advisors | 0.02% | New | 680 | $97K |
| Delta Asset Management LLC | 0.01% | No change | 669 | $95K |
| Rice Partnership, LLC | 0.02% | New | 624 | $89K |
| Painted Porch Advisors LLC | 0.04% | No change | 622 | $88K |
| Armor Investment Advisors, LLC | 0.04% | No change | 620 | $88K |
| Wintrust Investments LLC | 0.07% | Reduce -89.8% | 624 | $88K |
| FWL Investment Management, LLC | 0.03% | Add +91.5% | 609 | $87K |
| Alaska Wealth Advisors, LLC | 0.01% | No change | 605 | $86K |
| Trivant Custom Portfolio Group, LLC | 0.05% | No change | 600 | $85K |
| Bray Capital Advisors | 0.02% | No change | 600 | $85K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $85K |
| Resources Management Corp. /CT/ | 0.01% | No change | 600 | $85K |
| Grove Bank & Trust | 0.01% | No change | 582 | $83K |
| Activest Wealth Management | 0.03% | No change | 579 | $82K |
| Headlands Technologies LLC | 0.01% | New | 567 | $81K |
| SIMA Wealth Partners, LLC | 0.07% | No change | 537 | $76K |
| Compass Wealth Management LLC | 0.02% | No change | 530 | $75K |
| Eastern Bank | 0.00% | New | 520 | $74K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $73K |
| Pineridge Advisors LLC | 0.03% | No change | 506 | $72K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $72K |
| Castleview Partners, LLC | 0.04% | Add +0.4% | 487 | $69K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 477 | $68K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 475 | $67K |
| Clearstead Trust, LLC | 0.02% | No change | 475 | $67K |
| Ashton Thomas Securities, LLC | 0.01% | New | 472 | $67K |
| Continuum Advisory, LLC | 0.01% | Add +11.3% | 453 | $63K |
| MGB Wealth Management, LLC | 0.02% | No change | 445 | $63K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 441 | $63K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 434 | $62K |
| Waldron Private Wealth LLC | 0.00% | New | 430 | $61K |
| West Oak Capital, LLC | 0.03% | No change | 425 | $60K |
| Cetera Trust Company, N.A | 0.04% | No change | 414 | $59K |
| Country Trust Bank | 0.00% | No change | 390 | $55K |
| Oarsman Capital, Inc. | 0.01% | New | 387 | $55K |
| First Personal Financial Services | 0.01% | Add +0.8% | 385 | $55K |
| Tucker Asset Management LLC | 0.01% | No change | 375 | $53K |
| Main Street Group, LTD | 0.02% | No change | 361 | $51K |
| Founders Capital Management | 0.03% | No change | 360 | $51K |
| Cyrus J. Lawrence, LLC | 0.01% | No change | 362 | $51K |
| City State Bank | 0.02% | No change | 358 | $51K |
| Smartleaf Asset Management LLC | 0.01% | No change | 357 | $51K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $50K |
| Biltmore Family Office, LLC | 0.01% | No change | 350 | $50K |
| Bare Financial Services, Inc | 0.02% | No change | 342 | $49K |
| Addison Advisors LLC | 0.01% | Reduce -23.3% | 340 | $48K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $47K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $46K |
| WFA Asset Management Corp | 0.02% | Add +0.6% | 323 | $46K |
| Parkside Financial Bank & Trust | 0.01% | No change | 314 | $45K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $43K |
| SouthState Bank Corp | 0.00% | No change | 300 | $43K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $42K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $42K |
| AlphaMark Advisors, LLC | 0.01% | No change | 290 | $41K |
| Sterling Capital Management LLC | 0.00% | — | 287 | $41K |
| Darwin Wealth Management, LLC | 0.01% | New | 285 | $41K |
| Angeles Wealth Management, LLC | 0.00% | No change | 282 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $39K |
| Trifecta Capital Advisors, LLC | 0.01% | Reduce -45.0% | 275 | $39K |
| Tower View Wealth Management LLC | 0.02% | Add +31.9% | 273 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -8.5% | 270 | $38K |
| Chilton Capital Management LLC | 0.00% | Add +460.4% | 269 | $38K |
| Coppell Advisory Solutions LLC | 0.01% | Add +229.6% | 267 | $38K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +113.8% | 263 | $37K |
| Assetmark, Inc. | 0.00% | Add +191.9% | 254 | $36K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 250 | $36K |
| Friedenthal Financial | 0.02% | Add +1.2% | 248 | $35K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +9.9% | 243 | $35K |
| Hemington Wealth Management | 0.01% | New | 249 | $34K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 229 | $33K |
| Silicon Valley Capital Partners | 0.00% | No change | 227 | $32K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $32K |
| JNBA Financial Advisors | 0.00% | New | 224 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 223 | $32K |
| Earned Wealth Advisors, LLC | 0.01% | New | 216 | $31K |
| Gables Capital Management Inc. | 0.02% | No change | 215 | $31K |
| American Capital Advisory, LLC | 0.02% | Reduce -33.8% | 208 | $30K |
| Pflug Koory, LLC | 0.00% | — | 185 | $26K |
| McIlrath & Eck, LLC | 0.00% | Reduce -16.2% | 181 | $26K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 180 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -81.3% | 178 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $25K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 175 | $25K |
| Nemes Rush Group LLC | 0.00% | Reduce -18.2% | 189 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 171 | $24K |
| Perritt Capital Management Inc | 0.01% | Add +0.6% | 170 | $24K |
| First United Bank & Trust | 0.01% | Reduce -2.3% | 170 | $24K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $22K |
| Abound Wealth Management | 0.01% | No change | 151 | $21K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 148 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 147 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 145 | $21K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 139 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 136 | $19K |
| PrairieView Partners, LLC | 0.00% | No change | 139 | $19K |
| NFSG Corp | 0.01% | Reduce -43.9% | 133 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $18K |
| M&R Capital Management Inc. | 0.00% | Reduce -10.8% | 124 | $18K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.8% | 124 | $18K |
| Toth Financial Advisory Corp. | 0.00% | No change | 119 | $17K |
| Sound Income Strategies, LLC | 0.00% | New | 117 | $17K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 110 | $16K |
| Cornerstone Planning Group LLC | 0.00% | No change | 112 | $16K |
| Register Financial Advisors LLC | 0.01% | No change | 108 | $15K |
| Ascentis Wealth Management, LLC | 0.01% | — | 105 | $15K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 100 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -24.2% | 100 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $14K |
| Halpern Financial, Inc. | 0.00% | No change | 81 | $11K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 73 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Avion Wealth | 0.00% | Reduce -17.4% | 76 | $10K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 63 | $9K |
| Bank & Trust Co | 0.01% | No change | 50 | $7K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 45 | $6K |
| Fairfield Financial Advisors, LTD | 0.00% | Add +2.4% | 43 | $6K |
| HBC Financial Services, PLLC | 0.00% | New | 50 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 42 | $6K |
| West Branch Capital LLC | 0.00% | No change | 40 | $6K |
| BNP Paribas Financial Markets | 0.00% | New | 40 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Add +176.9% | 36 | $5K |
| SYSTM Wealth Solutions LLC | 0.14% | — | 33 | $5K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 28 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| Peterson Financial Group, Inc. | 0.01% | New | 27 | $4K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 11 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 10 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $284 |
"% 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.