SS SPDR S&P Dividend ETFSDYETF
13F holders, Q4 2024 (December 31)1,194holders +39
65new positions
84sold out
5famous investors
$132.13avg. 13F price*
At the end of Q4 2024, 1,194 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 39 from Q3 2024. 65 opened new positions and 84 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($632.4M) and Raymond James Financial Inc. ($397.7M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $97.1M |
| Exits | 84 | $57.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,913,654 shares bought and 1,894,788 shares sold, net +2,018,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,194 holders
| Bank of America Corp. | 0.09% | Add +0.3% | 7,716,604 | $1.0B |
| Morgan Stanley | 0.04% | Add +2.0% | 4,787,359 | $632.4M |
| Raymond James Financial Inc. | 0.15% | — | 3,010,271 | $397.7M |
| LPL Financial LLC | 0.15% | Add +2.1% | 2,861,694 | $378.0M |
| Joel Isaacson & Co., LLC | 14.99% | Add +2.2% | 2,516,645 | $332.4M |
| Royal Bank of Canada | 0.07% | Reduce -2.8% | 2,350,967 | $310.6M |
| Wells Fargo & Company | 0.07% | Add +19.0% | 2,103,521 | $277.9M |
| UBS Group AG | 0.05% | Add +2.8% | 1,749,973 | $231.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.6% | 1,674,443 | $223.9M |
| JPMorgan Chase & Co. | 0.02% | Add +63.0% | 1,688,669 | $223.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -4.7% | 1,238,477 | $163.6M |
| Richard Bernstein Advisors LLC | 3.63% | Reduce -2.1% | 1,212,109 | $160.1M |
| Commonwealth Equity Services, LLC | 0.21% | Add +2.8% | 1,103,945 | $145.8M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -0.3% | 1,057,319 | $139.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 1,041,645 | $137.6M |
| Truist Financial Corp. | 0.18% | Reduce -2.7% | 854,001 | $112.8M |
| Pathstone Holdings, LLC | 0.44% | Reduce -1.7% | 759,648 | $100.3M |
| MAI Capital Management | 0.75% | Add +46.4% | 759,230 | $100.3M |
| 1ST Source Bank | 5.71% | Add +1.4% | 755,167 | $99.8M |
| Destination Wealth Management | 2.88% | Reduce -0.6% | 695,990 | $91.9M |
| Cetera Investment Advisers | 0.19% | Add +1.5% | 691,890 | $91.4M |
| Assetmark, Inc. | 0.24% | Add +267004.3% | 678,445 | $89.6M |
| HighTower Advisors, LLC | 0.10% | Add +0.8% | 542,027 | $71.6M |
| Capital Investment Advisors, LLC | 1.42% | Reduce -2.0% | 529,243 | $69.9M |
| Osaic Holdings, Inc. | 0.14% | Add +11.5% | 465,797 | $61.5M |
| Creative Planning | 0.06% | Reduce -0.8% | 451,773 | $59.7M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.8% | 448,768 | $59.3M |
| MML Investors Services, LLC | 0.19% | Add +1.6% | 420,137 | $55.5M |
| Elk River Wealth Management LLC | 9.45% | Add +2.6% | 395,119 | $52.2M |
| Legacy Financial Group LLC | 8.07% | Add +0.8% | 377,368 | $49.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.4% | 375,016 | $49.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.4% | 368,825 | $48.7M |
| J.Safra Asset Management Corp | 3.72% | Add +1.1% | 347,669 | $45.8M |
| Moneta Group Investment Advisors LLC | 0.61% | Reduce -4.7% | 330,990 | $43.7M |
| Linscomb Wealth, Inc. | 1.96% | Add +0.8% | 297,665 | $39.3M |
| Clearstead Advisors, LLC | 0.58% | Add +0.4% | 288,586 | $38.1M |
| Marino, Stram & Associates LLC | 7.95% | Add +1.3% | 272,026 | $35.9M |
| Jones Financial Companies LLLP | 0.03% | Add +35.6% | 257,018 | $34.0M |
| Private Advisor Group, LLC | 0.19% | Add +84.5% | 255,882 | $33.8M |
| Stifel Financial Corp. | 0.03% | Add +13.9% | 247,413 | $32.7M |
| Scotia Capital Inc. | 0.17% | Reduce -1.0% | 239,506 | $31.6M |
| United Capital Financial Advisors, LLC | 0.26% | Add +0.5% | 236,683 | $31.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -4.9% | 235,982 | $31.2M |
| Wolff Financial Management LLC | 8.49% | Add +0.6% | 231,681 | $30.6M |
| Nan Shan Life Insurance Co., Ltd. | 0.70% | New | 219,065 | $28.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.1% | 212,610 | $28.1M |
| Bank of Montreal | 0.01% | Reduce -2.5% | 212,442 | $28.1M |
| Klingman & Associates, LLC | 1.70% | Reduce -0.5% | 204,025 | $27.0M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -10.3% | 201,857 | $26.7M |
| Orion Portfolio Solutions, LLC | 0.27% | Reduce -10.3% | 201,857 | $26.7M |
| Mariner, LLC | 0.04% | Add +5.5% | 200,243 | $26.5M |
| Flaharty Asset Management, LLC | 3.83% | Reduce -1.6% | 198,772 | $26.3M |
| Graves Light Lenhart Wealth, Inc. | 3.16% | Reduce -0.8% | 192,403 | $25.4M |
| NWF Advisory Services Inc. | 3.63% | Add +1.5% | 187,472 | $24.8M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -22.1% | 180,908 | $23.9M |
| Independent Advisor Alliance | 0.31% | New | 177,406 | $23.4M |
| Jackson, Grant Investment Advisers, Inc. | 8.97% | Reduce -0.6% | 176,516 | $23.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +2.4% | 175,519 | $23.2M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +6.1% | 163,372 | $21.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.08% | Add +7.0% | 157,333 | $20.8M |
| Capital Advisors, Ltd. LLC | 2.51% | Reduce -0.8% | 150,512 | $19.9M |
| Captrust Financial Advisors | 0.05% | Add +0.7% | 139,834 | $18.5M |
| Comerica Bank | 0.07% | Reduce -1.4% | 132,918 | $17.6M |
| UMB Bank, n.a. | 0.27% | Reduce -9.9% | 130,032 | $17.2M |
| TigerOak Management, L.L.C. | 5.92% | — | 122,532 | $16.2M |
| Focus Partners Wealth | 0.04% | Add +31.6% | 115,919 | $15.3M |
| TD Private Client Wealth LLC | 0.43% | Reduce -10.3% | 115,083 | $15.2M |
| Prosperity Consulting Group, LLC | 1.14% | Reduce -3.4% | 114,715 | $15.2M |
| Argent Capital Management LLC | 0.41% | New | 110,852 | $14.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +1.2% | 110,102 | $14.5M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 109,418 | $14.5M |
| Hubbell Strickland Wealth Management, LLC | 6.85% | Reduce -0.9% | 109,416 | $14.5M |
| Associated Banc-Corp | 0.43% | Reduce -0.4% | 108,542 | $14.3M |
| FMR LLC | 0.00% | Add +7.1% | 108,185 | $14.3M |
| Financial Counselors Inc. | 0.21% | Reduce -3.1% | 108,099 | $14.3M |
| Bokf, NA | 0.24% | Reduce -3.9% | 110,911 | $14.3M |
| CRA Financial Services, LLC | 2.45% | Reduce -4.0% | 107,951 | $14.3M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +4.6% | 106,329 | $14.0M |
| Regent Peak Wealth Advisors LLC | 3.11% | Add +19.0% | 105,005 | $13.9M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +1.5% | 102,613 | $13.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.03% | Reduce -1.6% | 101,428 | $13.4M |
| Equitable Holdings, Inc. | 0.13% | Add +11.5% | 100,591 | $13.3M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -2.7% | 96,359 | $13.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -6.8% | 96,536 | $12.8M |
| KCM Investment Advisors LLC | 0.43% | Add +0.1% | 94,675 | $12.5M |
| Wesbanco Bank Inc. | 0.42% | Reduce -1.3% | 92,939 | $12.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 92,145 | $12.2M |
| Evelyn Partners Investment Management (Europe) Ltd | 4.41% | — | 91,854 | $12.1M |
| Cwm, LLC | 0.05% | Reduce -0.3% | 90,881 | $12.0M |
| Ameritas Investment Partners, Inc. | 0.39% | Add +2.2% | 90,650 | $12.0M |
| National Bank of Canada | 0.02% | Reduce -9.1% | 89,618 | $11.8M |
| Sard Wealth Management Group, LLC | 7.89% | Reduce -1.1% | 88,985 | $11.8M |
| Cibc World Market Inc. | 0.03% | Add +5.8% | 88,931 | $11.7M |
| HB Wealth Management, LLC | 0.12% | Reduce -3.0% | 87,786 | $11.6M |
| Corient Private Wealth LP | 0.02% | Add +5.3% | 90,111 | $11.5M |
| Savant Capital, LLC | 0.09% | Reduce -6.6% | 86,896 | $11.5M |
| Sage Rhino Capital LLC | 2.43% | Add +0.1% | 84,478 | $11.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Add +0.4% | 83,446 | $11.0M |
| NBT Bank, N.A. | 0.77% | Reduce -8.5% | 83,197 | $11.0M |
| World Investment Advisors | 0.30% | Add +220.8% | 82,458 | $10.9M |
| Cerity Partners LLC | 0.02% | Add +16.4% | 81,614 | $10.8M |
| O'Dell Group, LLC | 2.38% | Reduce -6.0% | 79,724 | $10.5M |
| US Bancorp \de | 0.01% | Add +2.5% | 78,891 | $10.4M |
| IHT Wealth Management, LLC | 0.33% | Add +0.9% | 77,009 | $10.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Add +0.0% | 76,683 | $10.1M |
| Blair William & Co. | 0.03% | Add +1.6% | 76,005 | $10.0M |
| Financial Advocates Investment Management | 0.55% | Add +10.0% | 74,837 | $9.7M |
| NewEdge Advisors, LLC | 0.06% | Reduce -0.8% | 72,882 | $9.6M |
| Stratos Wealth Partners, LTD. | 0.14% | Reduce -0.3% | 72,312 | $9.6M |
| SMI Advisory Services, LLC | 2.19% | Add +50.1% | 73,225 | $9.5M |
| CX Institutional | 0.38% | Add +7.0% | 71,551 | $9.5M |
| Wellspring Financial Advisors, LLC | 0.96% | Reduce -1.0% | 69,463 | $9.2M |
| Destiny Wealth Partners, LLC | 1.49% | Reduce -0.0% | 68,819 | $9.1M |
| MSH Capital Advisors LLC | 2.84% | Add +9.0% | 68,330 | $9.0M |
| Alliancebernstein L.P. | 0.00% | Add +1.1% | 65,683 | $8.7M |
| Precedent Wealth Partners, LLC | 2.79% | Add +2.9% | 64,801 | $8.6M |
| Kitching Partners, LLC | 10.91% | Add +6.2% | 64,336 | $8.5M |
| Simmons Bank | 0.61% | Reduce -2.5% | 63,614 | $8.4M |
| First National Corp. /Ma/ | 1.89% | Add +2.3% | 63,294 | $8.4M |
| Mission Wealth Management, LP | 0.20% | Reduce -3.5% | 63,225 | $8.4M |
| Brown Advisory Inc. | 0.01% | Add +4.8% | 62,588 | $8.3M |
| Apexium Financial, LP | 0.50% | Reduce -0.3% | 62,081 | $8.2M |
| Moneco Advisors, LLC | 0.86% | Reduce -1.2% | 61,769 | $8.2M |
| Greenleaf Trust | 0.07% | Add +2.0% | 60,995 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -4.6% | 59,655 | $7.9M |
| Composition Wealth, LLC | 0.16% | Reduce -2.0% | 59,538 | $7.9M |
| &partners | 0.09% | Add +17.5% | 59,010 | $7.8M |
| Franklin Resources Inc. | 0.00% | Add +1.9% | 58,539 | $7.7M |
| Strategic Family Wealth Counselors, L.L.C. | 2.50% | Reduce -0.6% | 58,224 | $7.7M |
| Peterson Wealth Management | 4.56% | Add +9.0% | 58,065 | $7.7M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.3% | 58,215 | $7.6M |
| Whitegate Investment Counselors, Inc. | 2.61% | Add +0.7% | 57,553 | $7.6M |
| Cresset Asset Management, LLC | 0.04% | Reduce -22.6% | 56,604 | $7.5M |
| Fifth Third Wealth Advisors LLC | 0.40% | Add +1.4% | 56,402 | $7.5M |
| Cornerstone Wealth Management, LLC | 0.50% | Add +0.9% | 56,283 | $7.4M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -6.9% | 55,635 | $7.3M |
| M&T Bank Corp | 0.02% | Reduce -0.0% | 54,987 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Add +14.3% | 54,264 | $7.2M |
| Regions Financial Corp. | 0.05% | Reduce -1.6% | 52,851 | $7.0M |
| Aries Wealth Management | 1.91% | Reduce -3.0% | 52,463 | $6.9M |
| Gunma Bank,Ltd. | 2.24% | Reduce -23.4% | 51,300 | $6.8M |
| Aspen Grove Capital, LLC | 1.43% | No change | 51,207 | $6.8M |
| J.W. Cole Advisors, Inc. | 0.27% | Reduce -0.9% | 50,614 | $6.7M |
| Americana Partners, LLC | 0.27% | Add +9.5% | 50,527 | $6.7M |
| Ieq Capital, LLC | 0.06% | Add +4.2% | 50,304 | $6.6M |
| Private Wealth Group, LLC | 3.19% | Add +2.7% | 49,455 | $6.5M |
| Smithfield Trust Co | 0.32% | Reduce -6.8% | 48,022 | $6.3M |
| Ameritas Advisory Services, LLC | 0.22% | Add +1.7% | 47,654 | $6.3M |
| Whittier Trust Co. | 0.08% | Reduce -4.3% | 47,325 | $6.3M |
| Cornerstone Advisory, LLC | 0.70% | Add +2.9% | 46,024 | $6.2M |
| Synovus Financial Corp. | 0.08% | Reduce -49.6% | 45,096 | $6.0M |
| 1834 Investment Advisors Co. | 0.75% | Reduce -2.4% | 44,602 | $5.9M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Reduce -2.1% | 44,381 | $5.9M |
| Shulman DeMeo Asset Management LLC | 1.58% | Reduce -4.8% | 44,258 | $5.8M |
| Trilogy Capital Inc. | 0.30% | Add +0.6% | 44,008 | $5.8M |
| ProVise Management Group, LLC | 0.49% | Reduce -6.6% | 43,514 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.32% | Add +0.1% | 42,458 | $5.7M |
| Altus Wealth Group LLC | 2.49% | Reduce -3.9% | 42,672 | $5.6M |
| American Money Management, LLC | 1.09% | Add +2.4% | 42,481 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.29% | Add +0.3% | 42,445 | $5.6M |
| Houlihan Financial Resource Group, Ltd. | 2.37% | Add +0.1% | 41,998 | $5.5M |
| Essex Financial Services, Inc. | 0.39% | Reduce -1.2% | 41,831 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +112.9% | 41,360 | $5.5M |
| TL Private Wealth | 2.40% | Reduce -3.5% | 40,602 | $5.4M |
| Black Diamond Financial, LLC | 0.80% | Reduce -6.7% | 40,267 | $5.3M |
| CENTRAL TRUST Co | 0.13% | Reduce -2.7% | 40,080 | $5.3M |
| Neumann Capital Management, LLC | 1.76% | Reduce -11.9% | 40,008 | $5.3M |
| First Horizon Advisors, Inc. | 0.15% | No change | 39,972 | $5.3M |
| Kingswood Wealth Advisors, LLC | 0.39% | Add +29.3% | 39,689 | $5.2M |
| Balefire, LLC | 1.78% | Reduce -12.7% | 39,592 | $5.2M |
| Johnson & White Wealth Management, LLC | 3.14% | Reduce -10.0% | 39,555 | $5.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.3% | 39,139 | $5.2M |
| Strategent Financial, LLC | 5.13% | — | 39,116 | $5.2M |
| Forbes Financial Planning, Inc. | 2.49% | Add +0.2% | 38,860 | $5.1M |
| Sagespring Wealth Partners, LLC | 0.14% | — | 38,752 | $5.1M |
| Sunbelt Securities, Inc. | 0.44% | Add +276.7% | 38,346 | $5.0M |
| Salomon & Ludwin, LLC | 0.53% | Reduce -12.0% | 37,709 | $5.0M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -0.1% | 37,625 | $5.0M |
| Climber Capital SA | 4.08% | — | 38,777 | $5.0M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -3.0% | 37,166 | $4.9M |
| Nwam LLC | 0.30% | Reduce -0.5% | 36,952 | $4.9M |
| Capstone Wealth Management Group, LLC | 2.60% | Add +0.1% | 36,742 | $4.9M |
| First Trust Advisors LP | 0.00% | Add +18.3% | 36,413 | $4.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.20% | Add +8.4% | 36,277 | $4.8M |
| Firestone Capital Management | 1.18% | Reduce -1.6% | 35,840 | $4.7M |
| Pettyjohn, Wood & White, Inc. | 0.85% | Reduce -0.8% | 35,277 | $4.7M |
| Founders Grove Wealth Partners, LLC | 1.34% | — | 35,033 | $4.6M |
| Perennial Investment Advisors, LLC | 0.55% | Add +1.4% | 35,005 | $4.6M |
| Aveo Capital Partners, LLC | 0.50% | Add +1594.9% | 34,728 | $4.6M |
| American Trust | 0.35% | Reduce -4.4% | 34,468 | $4.6M |
| Centennial Bank | 2.13% | Reduce -3.9% | 34,310 | $4.5M |
| Lido Advisors, LLC | 0.03% | Reduce -17.4% | 34,171 | $4.5M |
| Transcend Capital Advisors, LLC | 0.32% | Reduce -6.8% | 34,072 | $4.5M |
| Global Retirement Partners, LLC | 0.13% | Add +7.6% | 34,033 | $4.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1.3% | 33,855 | $4.5M |
| Deutsche Bank AG | 0.00% | Reduce -19.4% | 33,398 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -17.4% | 33,356 | $4.4M |
| NorthRock Partners, LLC | 0.14% | Reduce -5.3% | 32,781 | $4.3M |
| Westside Investment Management, Inc. | 0.91% | Reduce -1.7% | 32,533 | $4.3M |
| DAVENPORT & Co LLC | 0.03% | Add +1.6% | 32,343 | $4.3M |
| Janney Capital Management LLC | 0.28% | Add +1155.6% | 32,257 | $4.3M |
| Denver Wealth Management, Inc. | 1.90% | Add +1.7% | 31,890 | $4.2M |
| AA Financial Advisors, LLC | 1.11% | Add +28.0% | 31,612 | $4.2M |
| Valley Wealth Managers, Inc. | 0.31% | Reduce -4.6% | 31,359 | $4.1M |
| CW Advisors, LLC | 0.06% | Add +4.9% | 30,964 | $4.1M |
| TD Waterhouse Canada Inc. | 0.03% | Add +2.8% | 30,892 | $4.1M |
| Novem Group | 0.60% | — | 30,444 | $4.0M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Reduce -3.3% | 29,612 | $3.9M |
| Meridian Wealth Advisors, LLC | 0.64% | Reduce -1.3% | 29,582 | $3.9M |
| Mycio Wealth Partners, LLC | 0.94% | Add +4.6% | 29,545 | $3.9M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.3% | 29,458 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.2% | 29,188 | $3.9M |
| LifeSteps Financial, Inc. | 2.95% | Add +1.9% | 29,121 | $3.8M |
| Canandaigua National Bank & Trust Co. | 0.38% | Add +5.0% | 28,857 | $3.8M |
| Townsquare Capital LLC | 0.04% | Reduce -2.4% | 28,791 | $3.8M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -3.9% | 28,760 | $3.8M |
| Simon Quick Advisors, LLC | 0.23% | Reduce -3.1% | 28,737 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.0% | 27,916 | $3.7M |
| Moloney Securities Asset Management, LLC | 0.50% | Reduce -0.1% | 27,841 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +5.1% | 27,501 | $3.7M |
| FDx Advisors, Inc. | 1.07% | Reduce -2.8% | 27,615 | $3.6M |
| Sugar Maple Asset Management, LLC | 2.77% | Reduce -1.9% | 27,522 | $3.6M |
| Mechanics Bank Trust Department | 0.48% | Reduce -3.2% | 27,202 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -7.8% | 27,000 | $3.6M |
| Allworth Financial LP | 0.02% | Add +18.0% | 26,590 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -1.2% | 26,633 | $3.5M |
| Cadent Capital Advisors, LLC | 1.21% | Add +0.5% | 26,296 | $3.5M |
| Lewis Asset Management, LLC | 2.63% | Reduce -4.8% | 26,054 | $3.4M |
| Dumont & Blake Investment Advisors LLC | 0.92% | Reduce -0.9% | 25,894 | $3.4M |
| Shum Financial Group, Inc. | 2.95% | Add +0.0% | 25,886 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 25,486 | $3.4M |
| Legacy Advisors, LLC | 0.32% | No change | 25,231 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +2.8% | 25,102 | $3.3M |
| Asset Management Group, Inc. | 0.58% | Reduce -0.3% | 24,870 | $3.3M |
| Independence Bank of Kentucky | 0.50% | Add +1278.5% | 24,744 | $3.3M |
| FSA Wealth Management LLC | 1.31% | Reduce -0.2% | 24,499 | $3.2M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -10.1% | 24,208 | $3.2M |
| Sage Capital Management, LLC | 1.61% | Reduce -0.9% | 24,180 | $3.2M |
| FineMark National Bank & Trust | 0.11% | Reduce -1.7% | 24,004 | $3.2M |
| Meridian Financial Advisors, LLC | 2.19% | Add +1.2% | 23,997 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +13.1% | 23,778 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.2% | 23,486 | $3.1M |
| Wealthspire Retirement, LLC | 0.24% | Reduce -9.3% | 23,281 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -0.3% | 23,389 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Add +8.9% | 22,874 | $3.0M |
| Graypoint LLC | 0.18% | Reduce -4.3% | 22,846 | $3.0M |
| Treasure Coast Financial Planning | 1.94% | Reduce -3.1% | 22,302 | $2.9M |
| Twin Focus Capital Partners, LLC | 0.43% | No change | 22,280 | $2.9M |
| Algorithmic Investment Models, LLC | 2.26% | New | 22,185 | $2.9M |
| Stephens Inc. | 0.04% | Reduce -11.0% | 22,159 | $2.9M |
| Welch & Forbes LLC | 0.04% | No change | 21,900 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Add +10.0% | 21,887 | $2.9M |
| Planning Directions Inc. | 1.66% | Reduce -4.2% | 21,691 | $2.9M |
| Carnegie Investment Counsel | 0.08% | Add +0.9% | 21,586 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.6% | 20,485 | $2.8M |
| Narwhal Capital Management | 0.25% | No change | 20,989 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -3.2% | 20,981 | $2.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.2% | 20,971 | $2.8M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Add +13.3% | 20,782 | $2.7M |
| Western Wealth Management, LLC | 0.15% | Add +16.8% | 20,686 | $2.7M |
| Essential Planning, LLC. | 0.02% | New | 19,448 | $2.7M |
| Citizens Financial Group Inc. | 0.05% | Add +2.4% | 20,550 | $2.7M |
| Lansing Street Advisors | 0.95% | Reduce -5.4% | 20,541 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -2.6% | 20,452 | $2.7M |
| Dynamic Advisor Solutions LLC | 0.12% | Reduce -27.1% | 20,332 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.27% | No change | 20,280 | $2.7M |
| Montag A & Associates Inc. | 0.13% | Add +0.0% | 20,237 | $2.7M |
| Newman Dignan & Sheerar, Inc. | 0.69% | Reduce -0.9% | 20,233 | $2.7M |
| Argent Trust Co | 0.11% | Reduce -4.8% | 19,844 | $2.6M |
| Benjamin Edwards Inc. | 0.04% | Add +3.0% | 19,717 | $2.6M |
| PKS Advisory Services, LLC | 0.65% | — | 19,594 | $2.6M |
| Strategy Asset Managers LLC | 0.50% | Reduce -4.7% | 19,383 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -4.5% | 19,337 | $2.6M |
| Axxcess Wealth Management, LLC | 0.06% | Add +7.0% | 19,217 | $2.5M |
| Charles Schwab Trust Co | 0.22% | Add +33.6% | 19,020 | $2.5M |
| Roble, Belko & Company, Inc | 0.40% | Reduce -0.5% | 18,984 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.12% | Reduce -2.5% | 18,740 | $2.5M |
| Merit Financial Group, LLC | 0.04% | Add +15.6% | 18,566 | $2.5M |
| Brighton Jones LLC | 0.07% | Add +404.5% | 18,495 | $2.4M |
| Redwood Wealth Management Group, LLC | 1.19% | Reduce -10.3% | 18,446 | $2.4M |
| Drucker Wealth 3.0, LLC | 0.56% | Reduce -4.0% | 18,280 | $2.4M |
| New England Private Wealth Advisors LLC | 0.38% | Add +0.4% | 18,270 | $2.4M |
| Liberty One Investment Management, LLC | 0.26% | Add +1.8% | 18,249 | $2.4M |
| Sachetta, LLC | 0.94% | No change | 17,959 | $2.4M |
| Thomasville National Bank | 0.17% | Reduce -3.8% | 17,758 | $2.3M |
| Stablepoint Partners, LLC | 0.43% | Add +9.9% | 17,698 | $2.3M |
| Calydon Capital | 0.46% | Add +1.3% | 17,664 | $2.3M |
| SVB Wealth LLC | 0.04% | New | 17,618 | $2.3M |
| Harbour Capital Advisors, LLC | 0.52% | Reduce -0.7% | 17,638 | $2.3M |
| Principle Wealth Partners LLC | 0.16% | Reduce -1.6% | 17,313 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Add +2.7% | 17,106 | $2.3M |
| Fiduciary Trust Co | 0.03% | Add +0.9% | 17,094 | $2.3M |
| Arkadios Wealth Advisors | 0.12% | Reduce -2.7% | 17,055 | $2.3M |
| Zhang Financial LLC | 0.13% | New | 16,762 | $2.2M |
| Tocqueville Asset Management L.P. | 0.03% | Add +308.4% | 16,732 | $2.2M |
| PDS Planning, Inc | 0.19% | Reduce -1.5% | 16,522 | $2.2M |
| Retirement Investment Advisors, Inc. | 0.23% | Reduce -3.6% | 16,432 | $2.2M |
| Mgo One Seven LLC | 0.08% | Add +3.7% | 16,342 | $2.2M |
| Cozad Asset Management Inc. | 0.20% | Add +0.9% | 16,322 | $2.2M |
| Eagle Strategies LLC | 0.37% | Add +3.0% | 16,319 | $2.2M |
| Occidental Asset Management, LLC | 0.33% | No change | 16,226 | $2.1M |
| Belpointe Asset Management LLC | 0.13% | Add +0.6% | 15,309 | $2.1M |
| Citadel Advisors | 0.00% | Add +129.1% | 16,210 | $2.1M |
| Csenge Advisory Group | 0.12% | Add +303.8% | 16,032 | $2.1M |
| EverSource Wealth Advisors, LLC | 0.12% | Reduce -43.9% | 15,974 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +7.5% | 15,950 | $2.1M |
| Madison Asset Management, LLC | 0.02% | No change | 15,793 | $2.1M |
| Madison Investment Advisors, LLC | 0.02% | — | 15,793 | $2.1M |
| Spire Wealth Management | 0.06% | Reduce -0.2% | 15,706 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Add +12.7% | 15,620 | $2.1M |
| Aspiriant, LLC | 0.07% | No change | 15,564 | $2.1M |
| Investment Partners, LTD. | 0.84% | No change | 15,509 | $2.0M |
| Tiaa Trust, National Association | 0.01% | Add +13.1% | 15,327 | $2.0M |
| High Falls Advisors, Inc | 0.47% | Reduce -1.6% | 15,269 | $2.0M |
| Pines Wealth Management, LLC | 0.88% | — | 15,639 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 15,216 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -3.8% | 15,108 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +10.4% | 15,096 | $2.0M |
| Union Savings Bank | 0.98% | Reduce -1.9% | 15,067 | $2.0M |
| PFG Investments, LLC | 0.12% | Add +3.8% | 14,926 | $2.0M |
| Aberdeen Wealth Management LLC | 1.35% | Add +0.0% | 14,889 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.1% | 14,759 | $2.0M |
| Peak Asset Management, LLC | 0.36% | No change | 14,876 | $2.0M |
| Focus Financial Network, Inc. | 0.08% | Reduce -0.9% | 14,871 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -8.8% | 14,763 | $2.0M |
| Performa Ltd (US), LLC | 0.69% | No change | 14,763 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.70% | Reduce -7.7% | 14,699 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -4.1% | 14,686 | $1.9M |
| Ellenbecker Investment Group | 0.35% | Reduce -2.3% | 14,663 | $1.9M |
| Cadence Bank | 0.13% | Reduce -5.0% | 14,594 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | Add +2.8% | 14,536 | $1.9M |
| Cary Street Partners Financial LLC | 0.06% | — | 14,393 | $1.9M |
| Long Run Wealth Advisors, LLC | 0.45% | Add +0.6% | 14,364 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.1% | 14,230 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Reduce -25.8% | 14,146 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Add +20.8% | 14,022 | $1.9M |
| Coston, McIsaac & Partners | 0.55% | Reduce -3.3% | 14,015 | $1.9M |
| IFG Advisory, LLC | 0.10% | Add +38.8% | 13,974 | $1.8M |
| Sovran Advisors, LLC | 0.26% | — | 14,026 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +0.5% | 13,789 | $1.8M |
| Principal Securities, Inc. | 0.04% | Reduce -0.2% | 13,717 | $1.8M |
| Strategic Blueprint, LLC | 0.11% | Add +89.3% | 13,487 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Add +5.3% | 13,480 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 1.00% | Add +2.7% | 13,455 | $1.8M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -2.9% | 13,383 | $1.8M |
| Vanguard Group Inc. | 0.00% | Reduce -97.4% | 13,301 | $1.8M |
| Ledyard National Bank | 0.16% | Reduce -5.5% | 13,231 | $1.7M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -3.1% | 12,639 | $1.7M |
| Haverford Trust Co | 0.02% | Reduce -15.7% | 12,583 | $1.7M |
| Smart Money Group LLC | 0.57% | Add +0.7% | 12,547 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +8.3% | 12,477 | $1.6M |
| Schechter Investment Advisors, LLC | 0.13% | No change | 12,360 | $1.6M |
| Hollencrest Capital Management | 0.07% | Reduce -9.6% | 12,267 | $1.6M |
| Index Fund Advisors, Inc. | 0.09% | No change | 12,241 | $1.6M |
| Investors Research Corp | 0.35% | Reduce -1.9% | 12,090 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.14% | No change | 12,000 | $1.6M |
| Tufton Capital Management | 0.30% | Reduce -4.9% | 11,948 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | Add +8.3% | 11,926 | $1.6M |
| Stonegate Investment Group, LLC | 0.04% | Reduce -0.2% | 11,903 | $1.6M |
| TFG Advisers LLC | 0.56% | Reduce -0.1% | 11,880 | $1.6M |
| McNaughton Wealth Management, LLC | 0.74% | Reduce -1.8% | 11,697 | $1.5M |
| Bank Ozk | 0.64% | Reduce -2.9% | 11,659 | $1.5M |
| Aspect Partners, LLC | 0.89% | Reduce -0.9% | 11,631 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +9.5% | 11,504 | $1.5M |
| White Pine Capital LLC | 0.51% | Reduce -3.6% | 11,463 | $1.5M |
| Forum Financial Management, LP | 0.02% | Add +0.1% | 11,397 | $1.5M |
| Creekmur Asset Management LLC | 0.34% | Add +0.7% | 11,357 | $1.5M |
| Trust Co. of Vermont | 0.07% | Add +3.9% | 11,239 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Add +3.2% | 11,210 | $1.5M |
| Hourglass Capital, LLC | 0.41% | Reduce -4.4% | 11,150 | $1.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +235.0% | 11,094 | $1.5M |
| Rebalance, LLC | 0.11% | Add +0.8% | 10,955 | $1.4M |
| Larson Financial Group LLC | 0.07% | Add +4.1% | 10,862 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -16.4% | 10,844 | $1.4M |
| Cooksen Wealth, LLC | 1.31% | Reduce -6.4% | 10,801 | $1.4M |
| Fifth Third Bancorp | 0.01% | Reduce -8.7% | 10,781 | $1.4M |
| Jeppson Wealth Management, LLC | 0.52% | Reduce -3.5% | 10,750 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.7% | 10,738 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -3.1% | 10,554 | $1.4M |
| One Wealth Map LLC | 0.85% | Add +4.2% | 10,205 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.0% | 10,539 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +0.4% | 10,515 | $1.4M |
| Destiny Capital Corp | 0.83% | No change | 10,378 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.1% | 10,369 | $1.4M |
| Keybank National Association | 0.01% | Reduce -0.7% | 10,268 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +24.6% | 10,303 | $1.4M |
| Bar Harbor Wealth Management | 0.09% | No change | 10,180 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.40% | Reduce -1.5% | 10,165 | $1.3M |
| First Hawaiian Bank | 0.04% | Reduce -3.3% | 10,148 | $1.3M |
| Pursue Wealth Partners LLC | 0.77% | No change | 10,146 | $1.3M |
| Councilor Wealth, LLC | 0.64% | Add +0.2% | 10,140 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.9% | 9,961 | $1.3M |
| Smith, Moore & Co. | 0.12% | Reduce -5.8% | 9,885 | $1.3M |
| Flagstar Securities, Inc. | 0.33% | Add +3.1% | 9,883 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -31.7% | 9,877 | $1.3M |
| Sage Mountain Advisors LLC | 0.10% | No change | 9,853 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 9,715 | $1.3M |
| Coastline Trust Co | 0.15% | No change | 9,704 | $1.3M |
| Tyche Wealth Partners LLC | 0.27% | Reduce -13.5% | 9,698 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | Reduce -1.8% | 9,643 | $1.3M |
| Winebrenner Capital Management LLC | 0.98% | — | 9,643 | $1.3M |
| Warner Financial, Inc. | 0.55% | Add +0.1% | 9,636 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.13% | Reduce -0.7% | 9,612 | $1.3M |
| Diversified Trust Co. | 0.03% | No change | 9,600 | $1.3M |
| Harbour Trust & Investment Management Co | 0.14% | Reduce -2.0% | 9,570 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.56% | Add +1.7% | 9,561 | $1.3M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -20.7% | 9,531 | $1.3M |
| Howard Wealth Management, LLC | 0.68% | Add +0.2% | 9,522 | $1.3M |
| Richwood Investment Advisors, LLC | 1.04% | Reduce -0.2% | 9,487 | $1.3M |
| Dakota Wealth Management | 0.03% | Reduce -7.1% | 9,476 | $1.3M |
| Compass Ion Advisors, LLC | 0.15% | Add +0.6% | 9,438 | $1.2M |
| Verdence Capital Advisors LLC | 0.10% | Add +0.3% | 9,369 | $1.2M |
| Pacific Sun Financial Corp | 0.67% | Add +0.6% | 9,328 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -0.5% | 9,326 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | Reduce -5.6% | 9,237 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +92.3% | 9,196 | $1.2M |
| Capital Advisors Inc. | 0.02% | No change | 9,188 | $1.2M |
| Summit Trail Advisors, LLC | 0.04% | No change | 9,154 | $1.2M |
| High Net Worth Advisory Group LLC | 0.34% | Add +0.1% | 9,119 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.0% | 9,056 | $1.2M |
| Blue Fin Capital, Inc. | 0.22% | Add +0.1% | 8,968 | $1.2M |
| Westmount Partners, LLC | 0.36% | Add +0.4% | 8,953 | $1.2M |
| Rathbones Group PLC | 0.01% | No change | 8,905 | $1.2M |
| SlateStone Wealth, LLC | 0.11% | Add +25.2% | 8,855 | $1.2M |
| Agate Pass Investment Management, LLC | 0.53% | Reduce -0.6% | 8,817 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -13.3% | 8,775 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -2.7% | 8,722 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -18.4% | 8,648 | $1.1M |
| Freedom Financial Partners LLC | 0.55% | — | 8,600 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.77% | Add +3.6% | 8,573 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.28% | No change | 8,566 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -6.2% | 8,553 | $1.1M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -1.2% | 8,530 | $1.1M |
| Cambridge Capital Management, LLC | 0.72% | Reduce -17.4% | 8,505 | $1.1M |
| Summit Financial, LLC | 0.04% | Add +2.8% | 8,430 | $1.1M |
| AMG National Trust Bank | 0.03% | No change | 8,390 | $1.1M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +0.6% | 8,332 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -14.7% | 8,324 | $1.1M |
| Weaver Consulting Group | 0.34% | Add +1.6% | 8,283 | $1.1M |
| Kentucky Trust Co | 0.64% | — | 8,275 | $1.1M |
| Financial Management Network Inc. | 0.23% | Add +0.2% | 8,238 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.41% | No change | 8,192 | $1.1M |
| Axis Wealth Partners, LLC | 0.90% | — | 8,103 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +23.2% | 8,073 | $1.1M |
| Caprock Group, LLC | 0.03% | No change | 8,044 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +2.9% | 8,009 | $1.1M |
| AlTi Global, Inc. | 0.03% | Reduce -90.1% | 8,002 | $1.1M |
| American State Bank (Iowa) | 0.63% | No change | 7,957 | $1.1M |
| Seamount Financial Group Inc. | 0.72% | Add +8.0% | 7,947 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 7,894 | $1.0M |
| Parcion Private Wealth LLC | 0.08% | Add +15.8% | 7,850 | $1.0M |
| Noesis Capital Mangement Corp. | 0.20% | Add +2.6% | 7,824 | $1.0M |
| Intrua Financial, LLC | 0.17% | Reduce -3.4% | 7,763 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -0.7% | 7,742 | $1.0M |
| BOK Financial Private Wealth, Inc. | 0.07% | Reduce -13.6% | 7,738 | $1.0M |
| Mathes Company, Inc. | 0.38% | No change | 7,740 | $1.0M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.3% | 7,714 | $1.0M |
| Capital Analysts, LLC | 0.04% | Add +0.6% | 7,698 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.21% | Add +5.5% | 7,678 | $1.0M |
| Golden State Wealth Management, LLC | 0.15% | — | 7,627 | $1.0M |
| STAR Financial Bank | 0.72% | No change | 7,608 | $1.0M |
| Norden Group LLC | 0.11% | Reduce -1.8% | 7,595 | $1.0M |
| Kovack Advisors, Inc. | 0.10% | Add +5.0% | 7,586 | $1.0M |
| Transform Wealth, LLC | 0.06% | Reduce -14.3% | 7,559 | $999K |
| Armstrong Advisory Group, Inc. | 0.08% | Reduce -4.3% | 7,480 | $988K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -0.1% | 7,478 | $988K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.0% | 7,335 | $969K |
| Arete Wealth Advisors, LLC | 0.07% | Add +30.9% | 7,280 | $961K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +0.4% | 7,275 | $961K |
| MAS Advisors LLC | 1.60% | Reduce -27.4% | 7,211 | $953K |
| American Institute for Advanced Investment Management, LLP | 0.71% | No change | 7,185 | $949K |
| Curbstone Financial Management Corp | 0.20% | No change | 7,150 | $945K |
| Cove Private Wealth, LLC | 0.58% | New | 7,138 | $943K |
| Glen Eagle Advisors, LLC | 0.16% | Reduce -4.9% | 7,105 | $939K |
| Adero Partners, LLC | 0.06% | Reduce -0.1% | 7,096 | $937K |
| SC&H Financial Advisors, Inc. | 0.19% | Reduce -15.5% | 7,091 | $937K |
| SRH Advisors, LLC | 0.27% | Reduce -10.0% | 7,005 | $925K |
| O'Brien Wealth Partners LLC | 0.17% | Reduce -0.2% | 6,988 | $923K |
| Neuberger Berman Group LLC | 0.00% | Add +22.5% | 6,944 | $917K |
| One Day In July LLC | 0.10% | No change | 6,928 | $915K |
| N.E.W. Advisory Services LLC | 0.09% | Add +1.1% | 6,916 | $914K |
| Lion Street Advisors, LLC | 0.29% | Reduce -3.5% | 6,897 | $911K |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +0.1% | 6,875 | $908K |
| RMR Wealth Builders | 0.09% | Add +162.0% | 6,862 | $907K |
| Bay Capital Advisors, LLC | 0.73% | — | 6,855 | $906K |
| Lake Street Private Wealth, LLC | 0.14% | Add +0.0% | 6,730 | $889K |
| Certified Advisory Corp | 0.10% | Reduce -0.0% | 6,700 | $885K |
| SevenBridge Financial Group, LLC | 0.17% | Add +0.3% | 6,561 | $882K |
| 2UniFi Bank | 0.58% | — | 6,620 | $875K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -4.0% | 6,588 | $870K |
| HHM Wealth Advisors, LLC | 0.12% | Add +2.3% | 6,575 | $869K |
| Navis Wealth Advisors, LLC | 0.95% | Add +13.9% | 6,575 | $869K |
| Palouse Capital Management, Inc. | 0.58% | New | 6,565 | $867K |
| Sandy Cove Advisors, LLC | 0.34% | Reduce -3.1% | 6,468 | $854K |
| Moors & Cabot, Inc. | 0.04% | Add +1.7% | 6,461 | $853K |
| Wood Tarver Financial Group, LLC | 0.28% | — | 6,431 | $849K |
| Greenhouse Wealth Management, LLC | 0.56% | Add +0.3% | 6,419 | $848K |
| Wetzel Investment Advisors, Inc. | 0.42% | Reduce -4.2% | 6,408 | $846K |
| RFG Advisory, LLC | 0.02% | Add +9.3% | 6,404 | $846K |
| Triangle Securities Wealth Management | 0.22% | Reduce -0.4% | 6,399 | $845K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -9.7% | 6,395 | $845K |
| Peoples Bank | 0.49% | Reduce -0.1% | 6,355 | $839K |
| Bantamac Capital, LLC | 0.38% | No change | 6,351 | $839K |
| Financial Partners Group, Inc | 0.12% | Reduce -0.8% | 6,348 | $839K |
| Patron Partners, LLC | 0.45% | Reduce -16.1% | 6,323 | $835K |
| Evelyn Partners Asset Management Ltd | 0.22% | — | 6,275 | $829K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 6,268 | $828K |
| MKT Advisors LLC | 0.36% | Add +0.1% | 6,166 | $825K |
| Farther Finance Advisors, LLC | 0.03% | Add +38.6% | 6,194 | $818K |
| StoneX Group Inc. | 0.04% | Reduce -7.2% | 6,193 | $818K |
| Private Capital Management LLC | 0.16% | Add +21.1% | 6,188 | $817K |
| New Century Financial Group, LLC | 0.35% | Reduce -7.5% | 6,190 | $816K |
| Taylor Financial Group, Inc. | 0.57% | Reduce -0.3% | 6,178 | $816K |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -14.7% | 6,171 | $815K |
| Agf Management Ltd. | 0.00% | No change | 6,163 | $814K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +33.2% | 6,162 | $814K |
| WCM Investment Management, LLC | 0.00% | New | 6,174 | $813K |
| Signaturefd, LLC | 0.02% | Add +0.1% | 6,153 | $813K |
| Integrity Wealth Solutions LLC | 0.45% | Reduce -1.0% | 6,084 | $804K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -79.4% | 6,046 | $799K |
| Addison Capital Co | 0.32% | Add +20.1% | 6,034 | $797K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $796K |
| Heritage Financial Services, LLC | 0.11% | No change | 6,015 | $795K |
| GEN Financial Management, INC. | 0.52% | — | 6,009 | $794K |
| Glassman Wealth Services | 0.13% | No change | 6,003 | $793K |
| First Commonwealth Financial Corp | 0.19% | No change | 5,997 | $792K |
| Calamos Wealth Management LLC | 0.04% | Reduce -1.6% | 5,954 | $787K |
| Country Club Bank | 0.05% | No change | 5,956 | $784K |
| United Bank | 0.33% | Reduce -1.9% | 5,924 | $783K |
| Ascent Group, LLC | 0.06% | New | 5,887 | $778K |
| PCA Investment Advisory Services Inc. | 0.36% | Add +0.4% | 5,832 | $770K |
| Interchange Capital Partners, LLC | 0.28% | Reduce -6.5% | 5,777 | $763K |
| Lake Street Advisors Group, LLC | 0.04% | Add +0.0% | 5,759 | $761K |
| Ritholtz Wealth Management | 0.02% | Add +9.7% | 5,718 | $755K |
| Benchmark Wealth Management, LLC | 0.37% | No change | 5,686 | $751K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -10.8% | 5,681 | $750K |
| LS Investment Advisors, LLC | 0.11% | No change | 5,665 | $748K |
| Good Life Advisors, LLC | 0.05% | Add +1.4% | 5,665 | $748K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +4.5% | 5,611 | $741K |
| Intellus Advisors LLC | 0.13% | — | 5,597 | $739K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 5,597 | $739K |
| Roehl & Yi Investment Advisors, LLC | 0.41% | — | 5,581 | $737K |
| Private Portfolio Partners LLC | 0.14% | Add +0.6% | 5,579 | $737K |
| Purkiss Capital Advisors LLC | 0.63% | — | 5,563 | $735K |
| Garrison Point Advisors, LLC | 0.35% | New | 5,545 | $732K |
| Payne Capital Management, LLC | 0.32% | — | 5,541 | $732K |
| Cascade Financial Partners, LLC | 0.10% | Add +1.2% | 5,535 | $731K |
| Burns J W & Co. Inc. | 0.09% | Reduce -1.9% | 5,530 | $731K |
| MWA Asset Management | 0.49% | Reduce -4.5% | 5,525 | $730K |
| West Bancorporation Inc. | 0.48% | Reduce -3.8% | 5,520 | $729K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.5% | 5,510 | $728K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 5,484 | $724K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.1% | 5,466 | $722K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.7% | 5,439 | $718K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.8% | 5,410 | $715K |
| Clarity Capital Partners LLC | 0.37% | Add +3.4% | 5,405 | $714K |
| Renaissance Technologies | 0.00% | Reduce -25.0% | 5,400 | $713K |
| Wedbush Securities Inc. | 0.03% | Reduce -2.5% | 5,344 | $706K |
| Modera Wealth Management, LLC | 0.01% | Add +1.9% | 5,343 | $706K |
| AQR Capital Management | 0.00% | Add +61.4% | 5,309 | $701K |
| Coldstream Capital Management Inc. | 0.01% | Add +7.9% | 5,281 | $698K |
| Glenmede Trust Co. NA | 0.00% | Add +25.7% | 5,260 | $695K |
| Michael A. Dubis Financial Planning, LLC | 0.67% | — | 5,224 | $690K |
| Meritage Portfolio Management | 0.04% | Reduce -0.4% | 5,222 | $690K |
| First National Trust Co | 0.03% | Reduce -22.8% | 5,219 | $689K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +39.0% | 5,216 | $689K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -3.7% | 5,192 | $686K |
| Atticus Wealth Management, LLC | 0.21% | No change | 5,185 | $685K |
| Private Trust Co. NA | 0.07% | Reduce -12.7% | 5,181 | $684K |
| Hazlett, Burt & Watson, Inc. | 0.30% | Add +50.1% | 5,162 | $681K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Add +7.7% | 5,145 | $680K |
| Cambridge Advisors Inc. | 0.15% | No change | 5,146 | $680K |
| AlphaStar Capital Management, LLC | 0.07% | Reduce -5.4% | 5,140 | $679K |
| Saxon Interests, Inc. | 0.30% | Reduce -1.0% | 5,113 | $675K |
| Appleton Partners Inc. | 0.05% | Reduce -3.7% | 5,110 | $675K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -1.7% | 5,108 | $675K |
| OneAscent Financial Services LLC | 0.06% | New | 5,089 | $672K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -2.9% | 5,066 | $669K |
| Uhlmann Price Securities, LLC | 0.50% | Add +0.1% | 5,063 | $669K |
| Phillips Financial Management, LLC | 0.05% | No change | 5,059 | $668K |
| Kaydan Wealth Management, Inc. | 0.22% | Add +2.0% | 5,055 | $668K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -0.1% | 5,050 | $667K |
| ORG Partners LLC | 0.09% | Add +1.2% | 5,000 | $662K |
| Ehrlich Financial Group | 0.47% | Add +9.0% | 4,955 | $655K |
| Astoria Portfolio Advisors LLC. | 0.23% | Add +196.8% | 4,972 | $652K |
| Accredited Investors Inc. | 0.04% | No change | 4,900 | $647K |
| Baker Tilly Wealth Management, LLC | 0.25% | Add +0.3% | 4,877 | $644K |
| Global Trust Asset Management, LLC | 0.24% | Reduce -3.1% | 4,867 | $643K |
| Kwmg, LLC | 0.07% | Reduce -3.3% | 4,860 | $642K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -21.2% | 4,848 | $640K |
| Alexander Labrunerie & Co., Inc. | 0.28% | Reduce -4.2% | 4,809 | $635K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $634K |
| MIdWestOne Financial Group, Inc. | 0.09% | Reduce -60.8% | 4,770 | $630K |
| BigSur Wealth Management LLC | 0.18% | No change | 4,750 | $627K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -2.1% | 4,685 | $619K |
| Sageworth Trust Co | 0.04% | No change | 4,675 | $618K |
| Capital Asset Advisory Services LLC | 0.03% | Add +1.4% | 4,682 | $617K |
| Disciplined Investments, LLC | 0.30% | Add +12.2% | 4,654 | $615K |
| Berkeley, Inc | 0.32% | Reduce -51.9% | 4,652 | $615K |
| Bond & Devick Financial Network, Inc. | 0.26% | No change | 4,313 | $613K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.1% | 4,619 | $610K |
| Investment Advisory Group, LLC | 0.20% | Reduce -0.9% | 4,615 | $610K |
| Private Wealth Advisors, LLC | 0.26% | Reduce -0.8% | 4,596 | $607K |
| AE Wealth Management LLC | 0.01% | Add +3.5% | 4,578 | $605K |
| Childress Capital Advisors, LLC | 0.17% | No change | 4,571 | $604K |
| Vident Advisory, LLC | 0.01% | New | 4,560 | $602K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 4,494 | $594K |
| Beacon Bank & Trust | 0.14% | Add +10.9% | 4,481 | $592K |
| Genesis Private Wealth, LLC | 0.32% | — | 4,457 | $589K |
| LexAurum Advisors, LLC | 0.12% | Add +0.8% | 4,455 | $589K |
| Capstone Wealth Management Group LLC | 0.44% | — | 4,415 | $583K |
| Sentinel Pension Advisors, LLC | 0.11% | Reduce -48.1% | 4,409 | $582K |
| Missouri Trust & Investment Co | 0.20% | Add +14.2% | 4,397 | $581K |
| Hilton Capital Management, LLC | 0.05% | New | 4,390 | $580K |
| James Investment Research, Inc. | 0.07% | No change | 4,370 | $577K |
| Key Financial Inc | 0.13% | No change | 4,309 | $569K |
| Wedmont Private Capital | 0.03% | Add +4.8% | 4,378 | $564K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.2% | 4,251 | $562K |
| Compound Planning, Inc. | 0.03% | Add +4.9% | 4,249 | $561K |
| VestGen Investment Management | 0.15% | New | 4,230 | $559K |
| Sutton Place Investors LLC | 0.32% | No change | 4,224 | $558K |
| Trustmark Bank Trust Department | 0.04% | No change | 4,204 | $555K |
| Beacon Bridge Wealth Partners, LLC | 0.24% | Reduce -16.5% | 4,202 | $555K |
| Ellis Investment Partners, LLC | 0.11% | Add +0.2% | 4,200 | $555K |
| Emprise Bank | 0.31% | Reduce -1.6% | 4,181 | $552K |
| Magnus Financial Group LLC | 0.05% | Reduce -1.3% | 4,180 | $552K |
| Ransom Advisory, Ltd | 0.25% | Reduce -4.6% | 4,170 | $551K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 4,161 | $550K |
| Holistic Financial Partners | 0.27% | Reduce -0.3% | 4,159 | $549K |
| Rossmore Private Capital | 0.07% | No change | 4,155 | $549K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -1.7% | 4,120 | $544K |
| Jacobi Capital Management LLC | 0.04% | Reduce -3.1% | 4,110 | $543K |
| Fulton Bank, N.A. | 0.02% | Add +82.3% | 3,919 | $542K |
| Walkner Condon Financial Advisors LLC | 0.11% | No change | 4,070 | $538K |
| Hengehold Capital Management LLC | 0.05% | Reduce -1.5% | 4,059 | $536K |
| My Legacy Advisors, LLC | 0.21% | Reduce -6.1% | 4,064 | $536K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -8.7% | 4,044 | $534K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.4% | 4,028 | $532K |
| Canal Capital Management, LLC | 0.09% | Add +1.0% | 4,016 | $531K |
| Ashford Advisors, LLC | 0.12% | No change | 4,000 | $528K |
| Centaurus Financial, Inc. | 0.03% | Add +5.2% | 3,990 | $527K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | No change | 3,946 | $521K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -2.2% | 3,944 | $521K |
| Bessemer Group Inc. | 0.00% | Reduce -8.7% | 3,938 | $520K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -1.6% | 3,929 | $519K |
| Equitable Trust Co. | 0.03% | New | 3,928 | $519K |
| TruNorth Capital Management, LLC | 0.14% | Add +466.6% | 3,921 | $518K |
| Trademark Financial Management, LLC | 0.41% | Reduce -34.6% | 3,919 | $518K |
| Rodgers & Associates, LTD | 0.06% | No change | 3,907 | $516K |
| Resolute Wealth Strategies, LLC | 0.26% | Add +0.5% | 3,896 | $515K |
| Avior Wealth Management, LLC | 0.02% | Add +27.4% | 3,865 | $511K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -5.1% | 3,862 | $510K |
| Global Financial Private Client, LLC | 0.19% | No change | 3,854 | $509K |
| Matrix Asset Advisors Inc. | 0.06% | Add +0.1% | 3,852 | $509K |
| Veltria Advisors Corp. | 0.21% | No change | 3,835 | $507K |
| Wealthcare Capital Partners, LLC | 0.26% | — | 3,825 | $505K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.5% | 3,816 | $504K |
| Paragon Financial Partners, Inc. | 0.38% | Reduce -23.1% | 3,807 | $503K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +5.4% | 3,794 | $501K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +33.0% | 3,790 | $501K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -10.8% | 3,773 | $498K |
| MCF Advisors LLC | 0.03% | Reduce -1.3% | 3,765 | $497K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $494K |
| Selective Wealth Management, Inc. | 0.20% | Add +0.0% | 3,771 | $494K |
| Matrix Private Capital Group LLC | 0.28% | No change | 3,741 | $494K |
| O'ROURKE & COMPANY, Inc | 0.24% | Reduce -10.7% | 3,239 | $494K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.1% | 3,737 | $494K |
| Kapstone Financial Advisors LLC | 0.26% | No change | 3,663 | $490K |
| Indiana Trust & Investment Management Co | 0.17% | Reduce -7.1% | 3,705 | $489K |
| Adamsbrown Wealth Consultants LLC | 0.17% | Reduce -21.6% | 3,691 | $488K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 3,689 | $487K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,687 | $487K |
| Truepoint, Inc. | 0.01% | No change | 3,677 | $486K |
| Pure Financial Advisors, LLC | 0.01% | Add +46.1% | 3,666 | $484K |
| M3 Advisory Group, LLC | 0.34% | Reduce -0.5% | 3,634 | $480K |
| BIP Wealth, LLC | 0.03% | No change | 3,631 | $480K |
| Nadler Financial Group, Inc. | 0.05% | Add +0.1% | 3,620 | $478K |
| Crewe Advisors LLC | 0.07% | Reduce -1.0% | 3,579 | $473K |
| Unionview, LLC | 0.34% | Add +0.7% | 3,552 | $469K |
| Nicolet Bankshares Inc. | 0.09% | No change | 3,526 | $466K |
| Private Management Group Inc. | 0.02% | No change | 3,519 | $465K |
| LJI Wealth Management, LLC | 0.09% | Add +0.1% | 3,514 | $464K |
| Pinnacle Financial Group, LLC / IL | 0.18% | Add +3.7% | 3,505 | $463K |
| TFB Advisors LLC | 0.13% | Add +58.7% | 3,503 | $463K |
| West Paces Advisors Inc. | 0.11% | No change | 3,502 | $463K |
| HSBC Holdings PLC | 0.00% | Reduce -41.7% | 3,500 | $462K |
| Commerce Bank | 0.00% | No change | 3,459 | $457K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 3,455 | $456K |
| Arkos Global Advisors | 0.07% | Reduce -0.3% | 3,442 | $455K |
| Aire Advisors, LLC | 0.09% | New | 3,438 | $454K |
| BSW Wealth Partners | 0.07% | New | 3,424 | $452K |
| Fortitude Family Office, LLC | 0.16% | No change | 3,418 | $452K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -28.6% | 3,486 | $449K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,380 | $446K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Reduce -7.6% | 3,377 | $446K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,359 | $444K |
| Pension & Wealth Management Advisors, Inc. | 0.18% | New | 3,342 | $441K |
| Financially Speaking Inc | 0.30% | — | 3,327 | $439K |
| Simplicity Wealth,LLC | 0.09% | No change | 3,323 | $439K |
| Acropolis Investment Management, LLC | 0.03% | Reduce -11.3% | 3,322 | $439K |
| Novus Advisors, LLC | 0.44% | — | 3,316 | $438K |
| Values Added Financial LLC | 0.25% | New | 3,312 | $438K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,310 | $437K |
| Serenus Wealth Advisors, LLC | 0.08% | — | 3,306 | $437K |
| HTG Investment Advisors, Inc. | 0.20% | No change | 3,288 | $434K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -0.0% | 3,288 | $434K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 3,281 | $433K |
| M1 Capital Management LLC | 0.23% | — | 3,271 | $432K |
| Jmac Enterprises LLC | 0.07% | Add +0.0% | 3,262 | $431K |
| Secure Asset Management, LLC | 0.07% | Add +4.0% | 3,246 | $429K |
| Archer Investment Corp | 0.11% | Reduce -1.0% | 3,241 | $428K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -7.8% | 3,240 | $428K |
| Round Rock Advisors LLC | 0.09% | Reduce -8.9% | 3,237 | $428K |
| Atlas Private Wealth Advisors | 0.06% | Reduce -6.4% | 3,218 | $425K |
| GHP Investment Advisors, Inc. | 0.02% | Add +1.4% | 3,213 | $424K |
| Per Stirling Capital Management, LLC. | 0.06% | Reduce -1.8% | 3,208 | $424K |
| Boston Family Office LLC | 0.03% | No change | 3,192 | $422K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 3,179 | $420K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -14.0% | 3,167 | $418K |
| Lakewood Asset Management LLC | 0.29% | No change | 3,156 | $417K |
| Clarity Wealth Advisors, LLC | 0.11% | Add +25.5% | 3,155 | $417K |
| Smith & Howard Wealth Management, LLC | 0.12% | No change | 3,151 | $416K |
| Mascagni Wealth Management, Inc. | 0.41% | — | 3,042 | $413K |
| HUB Investment Partners, LLC | 0.02% | Reduce -2.9% | 3,116 | $412K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 3,111 | $411K |
| World Equity Group, Inc. | 0.09% | New | 3,104 | $410K |
| Curi Capital, LLC | 0.01% | No change | 3,103 | $410K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +33.5% | 3,098 | $409K |
| Creekside Partners | 0.21% | Add +49.0% | 3,076 | $406K |
| ICONIQ Capital, LLC | 0.01% | Add +0.8% | 3,065 | $405K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -3.3% | 3,052 | $403K |
| Martin Capital Partners, LLC | 0.48% | New | 3,045 | $402K |
| Berger Financial Group, Inc | 0.03% | Reduce -1.2% | 3,027 | $400K |
| WESCAP Management Group, Inc. | 0.10% | No change | 3,013 | $398K |
| Schnieders Capital Management LLC | 0.08% | Add +3.8% | 3,006 | $397K |
| King Wealth Management Group | 0.06% | No change | 2,997 | $396K |
| EPG Wealth Management LLC | 0.10% | Reduce -6.3% | 2,998 | $396K |
| Blue Trust, Inc. | 0.01% | Reduce -7.2% | 2,996 | $396K |
| Midwest Financial Group LLC | 0.23% | New | 2,982 | $394K |
| Asset Dedication, LLC | 0.03% | No change | 2,978 | $393K |
| Veridan Wealth LLC | 0.18% | — | 2,918 | $391K |
| Harfst & Associates, Inc. | 0.08% | No change | 2,955 | $390K |
| Apollon Financial, LLC | 0.10% | Reduce -9.8% | 2,951 | $390K |
| Foster Group, Inc. | 0.01% | No change | 2,936 | $388K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $388K |
| Legacy Trust | 0.09% | No change | 2,928 | $387K |
| Stonebridge Financial Group, LLC | 0.04% | — | 2,915 | $385K |
| River Wealth Advisors LLC | 0.05% | No change | 2,899 | $383K |
| SBI Securities Co., Ltd. | 0.01% | — | 2,892 | $382K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -5.0% | 2,859 | $378K |
| New Hampshire Trust | 0.08% | No change | 2,836 | $375K |
| NTV Asset Management LLC | 0.05% | No change | 2,827 | $373K |
| Boston Financial Mangement LLC | 0.01% | No change | 2,809 | $371K |
| My Personal CFO, LLC | 0.19% | No change | 2,800 | $370K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -5.8% | 2,783 | $368K |
| Fortis Capital Advisors, LLC | 0.13% | No change | 2,626 | $367K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,780 | $367K |
| Hoge Financial Services, LLC | 0.27% | Reduce -5.1% | 2,774 | $366K |
| Gen-Wealth Partners Inc | 0.16% | No change | 2,757 | $364K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +1.2% | 2,752 | $364K |
| Maridea Wealth Management LLC | 0.12% | — | 2,751 | $363K |
| Eagle Global Advisors LLC | 0.01% | Reduce -3.5% | 2,736 | $361K |
| Bison Wealth, LLC | 0.08% | Add +0.2% | 2,728 | $360K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 2,724 | $360K |
| YANKCOM Partnership | 0.19% | — | 2,715 | $359K |
| Albion Financial Group | 0.02% | Reduce -17.1% | 2,715 | $359K |
| American National Bank & Trust | 0.04% | Reduce -14.3% | 2,701 | $357K |
| S.E.E.D. Planning Group LLC | 0.12% | No change | 2,687 | $355K |
| Pictet North America Advisors SA | 0.03% | No change | 2,682 | $354K |
| Titleist Asset Management, LLC | 0.04% | Add +9.6% | 2,663 | $352K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 2,653 | $350K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.1% | 2,651 | $350K |
| Delta Capital Management LLC | 0.20% | New | 2,650 | $350K |
| Realta Investment Advisors | 0.14% | Add +32.3% | 2,649 | $349K |
| SkyOak Wealth, LLC | 0.07% | Reduce -5.2% | 2,641 | $349K |
| Provident Wealth Management, LLC | 0.12% | Add +0.5% | 2,635 | $348K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -6.9% | 2,633 | $348K |
| CGN Advisors LLC | 0.03% | Add +0.1% | 2,626 | $347K |
| Kanawha Capital Management LLC | 0.03% | Reduce -3.7% | 2,618 | $346K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.4% | 2,603 | $344K |
| United Advisor Group, LLC | 0.07% | Reduce -1.4% | 2,593 | $343K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -11.8% | 2,583 | $341K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $341K |
| GEM Asset Management, LLC | 0.19% | Reduce -18.1% | 2,573 | $340K |
| Gries Financial LLC | 0.06% | No change | 2,570 | $339K |
| Berkshire Money Management, Inc. | 0.04% | New | 2,570 | $339K |
| Pettinga Financial Advisors LLC | 0.08% | New | 2,560 | $338K |
| Vertex Planning Partners, LLC | 0.07% | Add +6.2% | 2,546 | $336K |
| Patten & Patten Inc. | 0.02% | No change | 2,544 | $336K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,535 | $335K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +1.0% | 2,531 | $334K |
| McCarthy & Cox | 0.12% | Add +0.0% | 2,526 | $334K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 2,525 | $334K |
| Tsfg, LLC | 0.07% | No change | 2,521 | $333K |
| BXM Wealth LLC | 0.47% | — | 2,520 | $333K |
| Premier Path Wealth Partners, LLC | 0.05% | Add +77.3% | 2,517 | $332K |
| Clarius Group, LLC | 0.02% | No change | 2,509 | $331K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,500 | $330K |
| Cypress Capital Group | 0.04% | Reduce -48.2% | 2,495 | $330K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $328K |
| MidAtlantic Capital Management, Inc. | 0.24% | No change | 2,479 | $327K |
| Hoffman, Alan N Investment Management | 0.15% | No change | 2,471 | $326K |
| Insigneo Advisory Services, LLC | 0.03% | Add +32.7% | 2,470 | $326K |
| Mainstream Capital Management LLC | 0.23% | Add +0.3% | 2,470 | $326K |
| Callan Capital, LLC | 0.02% | Add +1.8% | 2,469 | $326K |
| Capasso Planning Partners LLC | 0.13% | Reduce -27.9% | 2,466 | $326K |
| Ignite Planners, LLC | 0.07% | New | 2,445 | $322K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $320K |
| QRG Capital Management, Inc. | 0.00% | Reduce -1.3% | 2,425 | $320K |
| John W. Brooker & Co., CPAs | 0.14% | Reduce -15.5% | 2,420 | $320K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,407 | $318K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $317K |
| Cutter & CO Brokerage, Inc. | 0.08% | Reduce -0.3% | 2,394 | $316K |
| Greenwich Wealth Management LLC | 0.02% | Add +1.8% | 2,387 | $315K |
| West Michigan Advisors, LLC | 0.09% | Add +2.2% | 2,374 | $314K |
| Redwood Park Advisors LLC | 0.27% | — | 2,372 | $313K |
| Baugh & Associates, LLC | 0.16% | Reduce -13.0% | 2,435 | $313K |
| Marcum Wealth, LLC | 0.03% | Add +1.8% | 2,360 | $312K |
| Carson Advisory Inc. | 0.22% | Reduce -59.8% | 2,347 | $310K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +7.7% | 2,345 | $310K |
| GAMMA Investing LLC | 0.03% | No change | 2,326 | $307K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -3.0% | 2,310 | $305K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 2,310 | $305K |
| Family Legacy, Inc. | 0.10% | Reduce -2.9% | 2,323 | $304K |
| Core Wealth Management, Inc. | 0.12% | No change | 2,298 | $304K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,358 | $304K |
| Rockbridge Investment Management, LCC | 0.04% | New | 2,291 | $303K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 2,300 | $302K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $302K |
| Broadleaf Partners, LLC | 0.07% | Reduce -11.6% | 2,280 | $301K |
| HM Payson & Co. | 0.01% | No change | 2,261 | $299K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 2,259 | $298K |
| KPP Advisory Services LLC | 0.07% | Add +0.2% | 2,256 | $298K |
| MTM Investment Management, LLC | 0.11% | No change | 2,250 | $297K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,235 | $295K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,229 | $294K |
| Hardin Capital Partners, LLC | 0.18% | Reduce -3.0% | 2,228 | $294K |
| Fagan Associates, Inc. | 0.05% | Add +0.1% | 2,227 | $294K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +33.9% | 2,226 | $294K |
| Element Wealth, LLC | 0.15% | Add +16.5% | 2,221 | $293K |
| Roundview Capital LLC | 0.02% | Add +29.1% | 2,218 | $293K |
| True Link Financial Advisors, LLC | 0.02% | No change | 2,215 | $293K |
| Thrive Wealth Management, LLC | 0.05% | Add +0.2% | 2,206 | $291K |
| Narus Financial Partners, LLC | 0.10% | No change | 2,200 | $291K |
| Mayport, LLC | 0.09% | No change | 2,200 | $291K |
| Caldwell Trust Co | 0.03% | No change | 2,197 | $290K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +3.3% | 2,194 | $290K |
| Aventura Private Wealth, LLC | 0.16% | — | 2,188 | $289K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $289K |
| Evoke Wealth, LLC | 0.01% | No change | 2,177 | $288K |
| Loudon Investment Management, LLC | 0.16% | Reduce -27.9% | 2,170 | $287K |
| Clayton Financial Group LLC | 0.10% | Reduce -20.9% | 2,167 | $286K |
| TrinityPoint Wealth, LLC | 0.04% | Reduce -13.3% | 2,160 | $285K |
| Strategic Financial Concepts, LLC | 0.05% | New | 2,157 | $285K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,154 | $285K |
| Cascade Investment Group, Inc. | 0.20% | No change | 2,143 | $283K |
| Modern Wealth Management, LLC | 0.01% | New | 2,139 | $283K |
| Jackson Hole Capital Partners, LLC | 0.06% | Add +0.1% | 2,127 | $281K |
| Covenant Asset Management, LLC | 0.06% | Reduce -68.0% | 2,123 | $280K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 2,100 | $277K |
| KOM Wealth Management Group, LLC | 0.20% | Add +2.0% | 2,099 | $277K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 2,088 | $276K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 2,085 | $275K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,076 | $274K |
| Avant Financial Advisors LLC | 0.25% | — | 2,065 | $273K |
| Root Financial Partners, LLC | 0.03% | New | 2,061 | $272K |
| Marshall Financial Group, LLC | 0.07% | No change | 2,044 | $270K |
| Venture Visionary Partners LLC | 0.01% | Add +10.3% | 2,044 | $270K |
| Fortune Financial Advisors, LLC | 0.24% | No change | 2,041 | $270K |
| Colonial Trust Co / SC | 0.04% | Reduce -0.8% | 2,041 | $270K |
| GAMCO Investors | 0.00% | No change | 2,035 | $269K |
| Wilkins Miller Wealth Management, LLC | 0.28% | — | 2,028 | $268K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 3,815 | $268K |
| RiverFront Investment Group, LLC | 0.01% | New | 2,027 | $268K |
| Optimum Investment Advisors | 0.12% | No change | 2,024 | $267K |
| McDonough Capital Management, Inc | 0.17% | Add +0.7% | 2,018 | $267K |
| Colonial River Investments, LLC | 0.13% | Reduce -13.7% | 2,017 | $266K |
| Tompkins Financial Corp. | 0.02% | Reduce -14.1% | 2,010 | $266K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $265K |
| Leo Wealth, LLC | 0.02% | Reduce -8.7% | 2,001 | $264K |
| Thompson Investment Management, Inc. | 0.04% | New | 2,000 | $264K |
| LM Advisors LLC | 0.05% | No change | 2,000 | $264K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,991 | $263K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,980 | $262K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,972 | $261K |
| Apriem Advisors | 0.03% | New | 1,965 | $260K |
| Beacon Capital Management, LLC | 0.03% | Add +6.1% | 1,951 | $258K |
| Collective Family Office LLC | 0.07% | No change | 1,948 | $257K |
| Empower Advisory Group, LLC | 0.00% | Reduce -3.5% | 1,942 | $257K |
| KFA Private Wealth Group, LLC | 0.11% | Reduce -9.1% | 1,930 | $255K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $255K |
| Quadrature Capital Ltd | 0.01% | New | 1,926 | $254K |
| Pacific Point Advisors, LLC | 0.15% | — | 1,896 | $253K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $253K |
| Plancorp, LLC | 0.01% | Add +0.8% | 1,912 | $253K |
| Vise Technologies, Inc. | 0.02% | Reduce -0.1% | 1,909 | $252K |
| Essex Bank | 0.06% | Reduce -2.2% | 1,905 | $252K |
| Friday Financial | 0.17% | — | 1,902 | $251K |
| Hall Capital Management Co. Inc. | 0.12% | — | 1,900 | $251K |
| TFC Financial Management, Inc. | 0.04% | No change | 1,900 | $251K |
| Tanglewood Legacy Advisors, LLC | 0.11% | Add +2.5% | 1,897 | $251K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 1,896 | $250K |
| WoodTrust Financial Corp | 0.04% | No change | 1,894 | $250K |
| Old North State Wealth Management, LLC | 0.14% | Add +0.7% | 1,879 | $249K |
| Webster Bank, N. A. | 0.03% | Reduce -3.6% | 1,880 | $248K |
| GWN Securities Inc. | 0.07% | — | 1,853 | $248K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.1% | 1,871 | $247K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +0.8% | 1,866 | $246K |
| RFG - Bristol Wealth Advisors, LLC | 0.08% | — | 1,864 | $246K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -1.5% | 1,856 | $245K |
| Godsey & Gibb, Inc. | 0.02% | Add +0.5% | 1,856 | $245K |
| Summit X, LLC | 0.05% | Add +10.9% | 1,855 | $245K |
| Wallace Advisory Group, LLC | 0.17% | Add +0.2% | 1,725 | $245K |
| Cypress Wealth Services, LLC | 0.05% | New | 1,850 | $244K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,850 | $244K |
| Compass Financial Group, INC | 0.05% | Reduce -2.4% | 1,847 | $244K |
| Oldfather Financial Services, LLC | 0.09% | No change | 1,838 | $243K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -2.4% | 1,834 | $242K |
| Second Line Capital, LLC | 0.07% | Reduce -20.5% | 1,834 | $242K |
| Full Sail Capital, LLC | 0.02% | New | 1,827 | $241K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $241K |
| Worth Asset Management, LLC | 0.13% | No change | 1,819 | $240K |
| Condor Capital Management | 0.02% | Reduce -0.5% | 1,815 | $240K |
| Smith Salley Wealth Management | 0.02% | No change | 1,808 | $239K |
| Bailard, Inc. | 0.01% | No change | 1,802 | $238K |
| Bridgewealth Advisory Group, LLC | 0.07% | No change | 1,764 | $238K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,795 | $237K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +0.7% | 1,783 | $236K |
| New Insight Wealth Advisors | 0.12% | Add +6.6% | 1,779 | $235K |
| Goldstein Advisors, LLC | 0.03% | Add +0.3% | 1,765 | $233K |
| Allred Capital Management, LLC | 0.09% | Reduce -0.1% | 1,761 | $232K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -0.8% | 1,742 | $230K |
| City Holding Co. | 0.03% | Reduce -8.0% | 1,742 | $230K |
| Fiduciary Group, LLC | 0.02% | No change | 1,738 | $230K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 1,708 | $229K |
| Ballentine Partners, LLC | 0.00% | No change | 1,727 | $228K |
| Thompson Davis & Co., Inc. | 0.15% | No change | 1,713 | $226K |
| Resonant Capital Advisors, LLC | 0.02% | New | 1,711 | $226K |
| Epiq Partners, LLC | 0.13% | No change | 1,710 | $226K |
| Ballast Advisors LLC | 0.07% | Add +3.7% | 1,701 | $225K |
| Fiduciary Alliance LLC | 0.02% | Reduce -5.7% | 1,691 | $223K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,689 | $223K |
| McAdam, LLC | 0.01% | Add +0.4% | 1,683 | $222K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +6.1% | 1,682 | $222K |
| Riverstone Advisors, LLC | 0.13% | No change | 1,680 | $222K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $222K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -77.3% | 1,677 | $222K |
| Russell Investments Group, Ltd. | 0.00% | Add +102.1% | 1,671 | $221K |
| Fortis Group Advisors, LLC | 0.04% | New | 1,664 | $220K |
| Shoker Investment Counsel, Inc. | 0.07% | Add +0.2% | 1,663 | $220K |
| North Star Investment Management Corp. | 0.02% | No change | 1,663 | $220K |
| WMS Partners, LLC | 0.01% | No change | 1,660 | $219K |
| Augustine Asset Management Inc. | 0.06% | Add +0.8% | 1,653 | $218K |
| Arrow Financial Corp | 0.02% | No change | 1,642 | $217K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 1,640 | $217K |
| Center for Financial Planning, Inc. | 0.03% | No change | 1,633 | $216K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +3.5% | 1,633 | $216K |
| Princeton Global Asset Management LLC | 0.04% | No change | 1,630 | $215K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $215K |
| Chancellor Financial Group WB LP | 0.17% | — | 1,622 | $214K |
| Gibson Capital, LLC | 0.04% | No change | 1,622 | $214K |
| Great Lakes Retirement, Inc. | 0.03% | Reduce -15.4% | 1,622 | $214K |
| Sequent Asset Management, LLC | 0.11% | No change | 1,620 | $214K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $214K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +4.9% | 1,617 | $214K |
| Marion Wealth Management | 0.06% | Add +0.4% | 1,613 | $213K |
| Joel Adams & Associates, Inc. | 0.19% | — | 1,611 | $213K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -3.8% | 1,605 | $212K |
| Seneca House Advisors | 0.08% | Add +2.4% | 1,604 | $212K |
| Caerus Investment Advisors, LLC | 0.20% | No change | 1,600 | $211K |
| Future Financial Wealth Managment LLC | 0.15% | No change | 1,600 | $211K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $211K |
| Valley National Advisers Inc. | 0.04% | No change | 1,603 | $211K |
| Davidson Trust Co. | 0.11% | No change | 1,597 | $211K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,595 | $211K |
| GG Group Ventures, LLC | 0.28% | No change | 1,588 | $210K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -18.3% | 1,587 | $210K |
| Choate Investment Advisors | 0.01% | New | 1,585 | $209K |
| Money Concepts Capital Corp. | 0.02% | Add +1.0% | 1,575 | $208K |
| Nvest Financial, LLC | 0.11% | Add +0.7% | 1,570 | $207K |
| Busey Bank | 0.01% | Add +4.4% | 1,567 | $207K |
| Bangor Savings Bank | 0.02% | No change | 1,559 | $206K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 1,559 | $206K |
| Hurley Capital, LLC | 0.17% | — | 1,558 | $205K |
| Tradition Wealth Management, LLC | 0.02% | Add +0.3% | 1,541 | $204K |
| Kraft, Davis & Associates, LLC | 0.06% | Add +0.1% | 1,524 | $203K |
| Everhart Financial Group, Inc. | 0.04% | Add +3.5% | 1,537 | $203K |
| Gryphon Financial Partners LLC | 0.03% | No change | 1,533 | $203K |
| Brio Consultants, LLC | 0.03% | Add +0.3% | 1,525 | $201K |
| Cordgrass Capital Advisors, LLC | 0.06% | No change | 1,514 | $200K |
| Adirondack Trust Co. | 0.07% | No change | 1,460 | $193K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +23.6% | 1,451 | $192K |
| Transcendent Capital Group LLC | 0.10% | No change | 1,450 | $192K |
| Hopwood Financial Services, Inc. | 0.14% | — | 1,400 | $185K |
| WealthShield Partners, LLC | 0.03% | No change | 1,348 | $178K |
| Investment Research & Advisory Group, Inc. | 0.07% | No change | 1,331 | $176K |
| Horizon Bancorp Inc. | 0.08% | Reduce -2.4% | 1,304 | $172K |
| Hanson & Doremus Investment Management | 0.03% | Add +0.7% | 1,299 | $172K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +1075.5% | 1,293 | $171K |
| Versant Capital Management, Inc | 0.04% | No change | 1,292 | $171K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,287 | $170K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.9% | 1,244 | $164K |
| CoreCap Advisors, LLC | 0.01% | Reduce -91.0% | 1,243 | $164K |
| Sandy Spring Bank | 0.01% | No change | 1,210 | $160K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.06% | No change | 1,202 | $159K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,180 | $156K |
| Nemes Rush Group LLC | 0.02% | Add +507.9% | 1,149 | $152K |
| PFG Private Wealth Management, LLC | 0.08% | Reduce -20.6% | 1,126 | $149K |
| Medallion Wealth Advisors, LLC | 0.07% | — | 1,091 | $147K |
| Consultiva Wealth Management, Corp. | 0.71% | New | 1,078 | $142K |
| Caldwell Sutter Capital, Inc. | 0.07% | No change | 1,075 | $142K |
| Activest Wealth Management | 0.04% | Add +85.5% | 1,074 | $142K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | No change | 1,051 | $139K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,051 | $139K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -7.0% | 1,015 | $134K |
| Mechanics Financial Corp | 0.06% | New | 1,000 | $132K |
| GKV Capital Management Co., Inc. | 0.05% | — | 1,000 | $132K |
| Topsail Wealth Management, LLC | 0.03% | — | 1,000 | $132K |
| Operose Advisors LLC | 0.04% | No change | 994 | $131K |
| Nvwm, LLC | 0.03% | No change | 979 | $129K |
| Centricity Wealth Management, LLC | 0.12% | — | 977 | $129K |
| Lindbrook Capital, LLC | 0.01% | Reduce -2.7% | 946 | $125K |
| Lee Danner & Bass Inc. | 0.01% | New | 945 | $125K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 898 | $119K |
| Horizons Wealth Management | 0.09% | No change | 850 | $112K |
| Hilltop National Bank | 0.03% | No change | 842 | $111K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 841 | $111K |
| PSI Advisors, LLC | 0.03% | No change | 839 | $111K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -78.7% | 835 | $110K |
| Howe & Rusling Inc. | 0.01% | Add +0.6% | 832 | $110K |
| Criterion Capital Advisors, LLC | 0.07% | No change | 861 | $110K |
| Founders Financial Alliance, LLC | 0.03% | No change | 828 | $109K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $108K |
| IAG Wealth Partners, LLC | 0.02% | No change | 815 | $108K |
| Financial Freedom, LLC | 0.06% | Reduce -42.0% | 803 | $106K |
| Stephens Consulting, LLC | 0.03% | Add +0.8% | 794 | $105K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $101K |
| Bristlecone Advisors, LLC | 0.01% | No change | 768 | $101K |
| BankPlus Trust Department | 0.03% | — | 765 | $101K |
| Atwood & Palmer Inc. | 0.01% | No change | 750 | $99K |
| Coppell Advisory Solutions LLC | 0.01% | Add +165.5% | 709 | $93K |
| Anchor Investment Management, LLC | 0.01% | No change | 706 | $93K |
| Kiker Wealth Management, LLC | 0.08% | — | 705 | $93K |
| Bernard Wealth Management Corp. | 0.04% | — | 694 | $92K |
| Motco | 0.01% | No change | 688 | $91K |
| GoalVest Advisory LLC | 0.02% | No change | 685 | $90K |
| Delta Asset Management LLC | 0.01% | No change | 669 | $88K |
| Painted Porch Advisors LLC | 0.04% | No change | 622 | $82K |
| Armor Investment Advisors, LLC | 0.03% | No change | 620 | $82K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -10.8% | 619 | $82K |
| Johnson Financial Group, Inc. | 0.00% | No change | 600 | $81K |
| FWL Investment Management, LLC | 0.03% | No change | 609 | $80K |
| Trivant Custom Portfolio Group, LLC | 0.05% | No change | 600 | $79K |
| Bray Capital Advisors | 0.02% | No change | 600 | $79K |
| Headlands Technologies LLC | 0.01% | Add +3.0% | 584 | $77K |
| Grove Bank & Trust | 0.01% | No change | 582 | $77K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $71K |
| Compass Wealth Management LLC | 0.02% | No change | 530 | $70K |
| Eastern Bank | 0.00% | No change | 520 | $69K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $68K |
| Empowered Funds, LLC | 0.00% | New | 506 | $67K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $67K |
| Richards, Merrill & Peterson, Inc. | 0.03% | — | 498 | $66K |
| VSM Wealth Advisory, LLC | 0.02% | — | 495 | $65K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 477 | $63K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $63K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $63K |
| Synergy Investment Management, LLC | 0.03% | — | 470 | $62K |
| MGB Wealth Management, LLC | 0.02% | No change | 445 | $59K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 441 | $58K |
| West Oak Capital, LLC | 0.03% | No change | 425 | $56K |
| Rice Partnership, LLC | 0.01% | Reduce -32.0% | 424 | $56K |
| Cetera Trust Company, N.A | 0.04% | No change | 414 | $55K |
| Financial Life Planners | 0.05% | — | 412 | $54K |
| Continuum Advisory, LLC | 0.01% | Reduce -11.5% | 401 | $53K |
| Country Trust Bank | 0.00% | No change | 390 | $52K |
| Tucker Asset Management LLC | 0.01% | No change | 375 | $50K |
| Capital Investment Counsel, Inc | 0.01% | New | 370 | $49K |
| Main Street Group, LTD | 0.02% | No change | 361 | $48K |
| Founders Capital Management | 0.03% | No change | 360 | $48K |
| City State Bank | 0.02% | No change | 358 | $47K |
| Smartleaf Asset Management LLC | 0.00% | No change | 357 | $47K |
| Cyrus J. Lawrence, LLC | 0.01% | No change | 362 | $47K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $47K |
| Biltmore Family Office, LLC | 0.01% | No change | 350 | $46K |
| Oarsman Capital, Inc. | 0.01% | Reduce -10.1% | 348 | $46K |
| Bare Financial Services, Inc | 0.02% | No change | 342 | $45K |
| Addison Advisors LLC | 0.01% | No change | 340 | $45K |
| Ameriflex Group, Inc. | 0.02% | — | 328 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $43K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $43K |
| WFA Asset Management Corp | 0.02% | Add +0.9% | 326 | $43K |
| Castleview Partners, LLC | 0.02% | Reduce -33.9% | 322 | $42K |
| Parkside Financial Bank & Trust | 0.01% | No change | 314 | $42K |
| Pineridge Advisors LLC | 0.02% | Reduce -39.5% | 306 | $40K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $40K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 300 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 296 | $39K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $39K |
| AlphaMark Advisors, LLC | 0.02% | No change | 290 | $38K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.7% | 287 | $38K |
| St Germain D J Co. Inc. | 0.00% | New | 287 | $38K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $38K |
| Angeles Wealth Management, LLC | 0.00% | No change | 282 | $37K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $37K |
| Tower View Wealth Management LLC | 0.02% | Add +0.7% | 275 | $36K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 264 | $35K |
| Rialto Wealth Management, LLC | 0.01% | — | 258 | $34K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 250 | $33K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 250 | $33K |
| Clark Wealth Partners | 0.03% | — | 248 | $33K |
| Friedenthal Financial | 0.02% | No change | 248 | $33K |
| Wintrust Investments LLC | 0.03% | Reduce -60.6% | 246 | $32K |
| Hemington Wealth Management | 0.01% | No change | 249 | $32K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 243 | $32K |
| Noble Wealth Management PBC | 0.02% | — | 241 | $32K |
| Kestra Investment Management, LLC | 0.00% | New | 235 | $31K |
| Silicon Valley Capital Partners | 0.00% | No change | 227 | $30K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $30K |
| JNBA Financial Advisors | 0.00% | No change | 224 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 223 | $29K |
| Colonial Trust Advisors | 0.00% | New | 219 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $28K |
| Avion Wealth | 0.01% | Add +164.5% | 201 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 194 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -17.5% | 189 | $25K |
| American Capital Advisory, LLC | 0.01% | Reduce -10.1% | 187 | $25K |
| Pflug Koory, LLC | 0.00% | No change | 185 | $24K |
| Longview Financial Advisors LLC | 0.02% | — | 182 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 181 | $24K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 180 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $24K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 175 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $23K |
| Trifecta Capital Advisors, LLC | 0.00% | Reduce -36.4% | 175 | $23K |
| Transce3nd, LLC | 0.01% | — | 174 | $23K |
| Perritt Capital Management Inc | 0.01% | Add +0.6% | 171 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $23K |
| First United Bank & Trust | 0.01% | No change | 170 | $22K |
| Crews Bank & Trust | 0.00% | — | 165 | $22K |
| Wingate Wealth Advisors, Inc. | 0.02% | — | 158 | $21K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $21K |
| Abound Wealth Management | 0.01% | No change | 151 | $20K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 148 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 147 | $19K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 139 | $18K |
| PrairieView Partners, LLC | 0.00% | No change | 139 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 136 | $18K |
| Pinney & Scofield, Inc. | 0.01% | — | 135 | $18K |
| NFSG Corp | 0.00% | No change | 133 | $18K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.8% | 125 | $16K |
| Toth Financial Advisory Corp. | 0.00% | No change | 119 | $16K |
| POM Investment Strategies, LLC | 0.01% | New | 118 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -3.6% | 108 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 108 | $14K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 107 | $14K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 100 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 105 | $14K |
| Fiduciary Advisors, Inc. | 0.01% | — | 102 | $13K |
| Millstone Evans Group, LLC | 0.01% | — | 102 | $13K |
| Old Second National Bank of Aurora | 0.00% | New | 100 | $13K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 100 | $13K |
| High Note Wealth, LLC | 0.00% | New | 93 | $12K |
| Dunhill Financial, LLC | 0.01% | Reduce -91.5% | 84 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -99.2% | 84 | $11K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 77 | $10K |
| China Universal Asset Management Co., Ltd. | 0.00% | New | 75 | $10K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 73 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -74.1% | 70 | $9K |
| Parkworth Wealth Management, Inc. | 0.01% | — | 67 | $9K |
| Copia Wealth Management | 0.01% | — | 64 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 63 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 63 | $8K |
| Bank & Trust Co | 0.01% | No change | 50 | $7K |
| Chilton Capital Management LLC | 0.00% | Reduce -82.2% | 48 | $6K |
| HBC Financial Services, PLLC | 0.00% | No change | 50 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 42 | $6K |
| West Branch Capital LLC | 0.00% | No change | 40 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| SWAN Capital LLC | 0.00% | New | 38 | $5K |
| Compass Planning Associates Inc | 0.00% | — | 31 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | New | 22 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 22 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 11 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 10 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.0% | 4 | $528 |
| Synergy Asset Management, LLC | 0.00% | New | 3 | $426 |
| Collier Financial | 0.00% | — | 3 | $349 |
| Lanark Financial, Inc. | 0.03% | — | 2 | $309 |
| Financial Gravity Companies, Inc. | 0.00% | No change | 2 | $264 |
"% 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.