SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2025 (March 31)1,176holders −18
59new positions
67sold out
5famous investors
$135.61avg. 13F price*
At the end of Q1 2025, 1,176 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, down 18 from Q4 2024. 59 opened new positions and 67 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($660.2M) and Raymond James Financial Inc. ($408.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $34.7M |
| Exits | 67 | $37.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,128,094 shares bought and 3,524,118 shares sold, net −2,396,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,176 holders
| Bank of America Corp. | 0.09% | Reduce -2.3% | 7,536,807 | $1.0B |
| Morgan Stanley | 0.05% | Add +1.6% | 4,865,756 | $660.2M |
| Raymond James Financial Inc. | 0.15% | Add +0.1% | 3,013,851 | $408.9M |
| LPL Financial LLC | 0.15% | Reduce -3.5% | 2,762,025 | $374.8M |
| Joel Isaacson & Co., LLC | 15.73% | Add +1.6% | 2,558,258 | $347.1M |
| Royal Bank of Canada | 0.07% | Add +0.9% | 2,371,561 | $321.8M |
| Wells Fargo & Company | 0.07% | Reduce -3.4% | 2,033,060 | $275.8M |
| Ameriprise Financial Inc. | 0.06% | Reduce -0.6% | 1,664,995 | $226.7M |
| UBS Group AG | 0.05% | Reduce -7.7% | 1,614,600 | $219.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.9% | 1,453,772 | $197.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.5% | 1,220,181 | $165.6M |
| Richard Bernstein Advisors LLC | 3.80% | Reduce -4.4% | 1,158,903 | $157.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +0.8% | 1,112,558 | $151.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.6% | 1,024,768 | $139.0M |
| Truist Financial Corp. | 0.18% | Reduce -2.7% | 831,128 | $112.8M |
| Pathstone Holdings, LLC | 0.44% | Reduce -0.5% | 755,644 | $102.5M |
| MAI Capital Management | 0.77% | Reduce -1.4% | 748,252 | $101.5M |
| 1ST Source Bank | 5.90% | Reduce -2.3% | 737,604 | $100.1M |
| Destination Wealth Management | 3.00% | Add +1.0% | 702,637 | $95.3M |
| Cetera Investment Advisers | 0.18% | Add +0.6% | 695,720 | $94.4M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -35.6% | 681,135 | $92.4M |
| Capital Investment Advisors, LLC | 1.38% | Reduce -1.6% | 520,894 | $70.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -8.3% | 497,305 | $67.5M |
| Creative Planning | 0.06% | Add +2.8% | 464,218 | $63.0M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.6% | 453,844 | $61.6M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -5.2% | 425,435 | $57.7M |
| Elk River Wealth Management LLC | 10.43% | Add +3.9% | 410,636 | $55.7M |
| MML Investors Services, LLC | 0.18% | Reduce -2.9% | 407,849 | $55.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.5% | 370,787 | $50.3M |
| Legacy Financial Group LLC | 7.69% | Reduce -2.4% | 368,348 | $50.0M |
| J.Safra Asset Management Corp | 3.93% | Add +2.4% | 356,092 | $48.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.8% | 345,967 | $46.9M |
| Jones Financial Companies LLLP | 0.04% | Add +29.0% | 331,634 | $44.6M |
| Moneta Group Investment Advisors LLC | 0.61% | Reduce -1.4% | 326,411 | $44.3M |
| Linscomb Wealth, Inc. | 1.94% | Reduce -3.7% | 286,530 | $38.9M |
| Marino, Stram & Associates LLC | 8.31% | Add +1.4% | 275,864 | $37.4M |
| Clearstead Advisors, LLC | 0.58% | Reduce -5.0% | 274,145 | $37.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.79% | Add +13.0% | 247,496 | $33.6M |
| Assetmark, Inc. | 0.09% | Reduce -64.2% | 242,807 | $32.9M |
| Scotia Capital Inc. | 0.17% | Reduce -1.7% | 235,349 | $31.9M |
| Wolff Financial Management LLC | 8.77% | Add +0.7% | 233,353 | $31.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -1.2% | 233,071 | $31.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +29.6% | 227,424 | $30.9M |
| Bank of Montreal | 0.02% | Reduce -0.9% | 210,513 | $28.6M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.1% | 210,301 | $28.5M |
| Stifel Financial Corp. | 0.03% | Reduce -16.3% | 207,091 | $28.1M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +1.9% | 205,607 | $27.9M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +1.9% | 205,607 | $27.9M |
| Mariner, LLC | 0.05% | Add +2.5% | 205,318 | $27.9M |
| Klingman & Associates, LLC | 1.68% | Reduce -1.0% | 202,040 | $27.4M |
| Flaharty Asset Management, LLC | 3.86% | Reduce -0.9% | 197,039 | $26.7M |
| Graves Light Lenhart Wealth, Inc. | 3.19% | Reduce -0.6% | 191,308 | $26.0M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -21.6% | 185,522 | $25.2M |
| NWF Advisory Services Inc. | 3.47% | Reduce -2.9% | 182,039 | $24.7M |
| Jackson, Grant Investment Advisers, Inc. | 9.10% | Reduce -1.9% | 173,259 | $23.5M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +2.8% | 167,874 | $22.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.19% | Add +3.3% | 162,558 | $22.1M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -18.0% | 148,406 | $20.1M |
| Capital Advisors, Ltd. LLC | 2.61% | Reduce -3.0% | 145,941 | $19.8M |
| Captrust Financial Advisors | 0.05% | Add +1.3% | 141,619 | $19.2M |
| Comerica Bank | 0.07% | Reduce -4.7% | 126,715 | $17.2M |
| TigerOak Management, L.L.C. | 6.50% | Add +1.3% | 124,159 | $16.8M |
| UMB Bank, n.a. | 0.26% | Reduce -8.9% | 118,397 | $16.1M |
| Private Advisor Group, LLC | 0.10% | Reduce -53.8% | 118,328 | $16.1M |
| Focus Partners Wealth | 0.04% | Add +0.3% | 116,256 | $15.8M |
| FMR LLC | 0.00% | Add +6.7% | 115,412 | $15.7M |
| Hubbell Strickland Wealth Management, LLC | 7.12% | Add +1.3% | 110,837 | $15.0M |
| Bokf, NA | 0.26% | Reduce -0.5% | 110,340 | $15.0M |
| Prosperity Consulting Group, LLC | 1.15% | Reduce -4.1% | 109,997 | $14.9M |
| Financial Counselors Inc. | 0.22% | Add +0.6% | 108,788 | $14.8M |
| Equitable Holdings, Inc. | 0.14% | Add +7.5% | 108,146 | $14.7M |
| Associated Banc-Corp | 0.45% | Reduce -0.5% | 107,959 | $14.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 107,737 | $14.6M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Add +1.4% | 104,104 | $14.1M |
| CRA Financial Services, LLC | 2.40% | Reduce -4.2% | 103,399 | $14.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -7.9% | 101,356 | $13.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.06% | Reduce -1.8% | 99,601 | $13.5M |
| TD Private Client Wealth LLC | 0.37% | Reduce -13.7% | 99,275 | $13.5M |
| Regent Peak Wealth Advisors LLC | 3.11% | Reduce -7.5% | 97,187 | $13.2M |
| Ieq Capital, LLC | 0.10% | Add +92.9% | 97,042 | $13.2M |
| Sanctuary Advisors, LLC | 0.09% | Add +0.4% | 96,706 | $13.1M |
| KCM Investment Advisors LLC | 0.46% | Reduce -0.2% | 94,508 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.6% | 92,657 | $12.6M |
| Cibc World Market Inc. | 0.03% | Add +3.7% | 92,224 | $12.5M |
| Sard Wealth Management Group, LLC | 8.29% | Add +2.5% | 91,183 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.7% | 91,023 | $12.4M |
| Corient Private Wealth LP | 0.02% | Reduce -0.9% | 89,275 | $12.1M |
| Wesbanco Bank Inc. | 0.42% | Reduce -4.2% | 89,046 | $12.1M |
| Savant Capital, LLC | 0.10% | Reduce -1.6% | 85,552 | $11.6M |
| HB Wealth Management, LLC | 0.10% | Reduce -3.0% | 85,199 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -5.6% | 84,562 | $11.5M |
| Sage Rhino Capital LLC | 2.63% | Reduce -1.0% | 83,665 | $11.4M |
| Evelyn Partners Investment Management (Europe) Ltd | 4.21% | Reduce -9.6% | 82,996 | $11.3M |
| Cwm, LLC | 0.04% | Reduce -9.0% | 82,664 | $11.2M |
| Cerity Partners LLC | 0.02% | Add +1.0% | 82,412 | $11.2M |
| NBT Bank, N.A. | 0.81% | Reduce -1.0% | 82,392 | $11.2M |
| World Investment Advisors | 0.29% | Reduce -1.4% | 81,292 | $11.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.26% | Reduce -3.3% | 80,659 | $10.9M |
| US Bancorp \de | 0.01% | Reduce -1.0% | 78,081 | $10.6M |
| Precedent Wealth Partners, LLC | 2.88% | Add +18.1% | 76,561 | $10.4M |
| Financial Advocates Investment Management | 0.71% | Add +2.0% | 76,318 | $10.1M |
| MSH Capital Advisors LLC | 3.12% | Add +8.8% | 74,311 | $10.1M |
| IHT Wealth Management, LLC | 0.31% | Reduce -3.9% | 74,032 | $10.0M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -30.8% | 73,597 | $10.0M |
| Greenleaf Trust | 0.09% | Add +19.0% | 72,581 | $9.8M |
| O'Dell Group, LLC | 2.54% | Reduce -9.3% | 72,269 | $9.8M |
| Blair William & Co. | 0.03% | Reduce -5.0% | 72,222 | $9.8M |
| Kitching Partners, LLC | 11.24% | Add +11.7% | 71,834 | $9.7M |
| Townsquare Capital LLC | 0.10% | Add +143.3% | 70,064 | $9.5M |
| Destiny Wealth Partners, LLC | 1.48% | Add +0.1% | 68,888 | $9.3M |
| CX Institutional | 0.34% | Reduce -6.2% | 67,119 | $9.1M |
| Wellspring Financial Advisors, LLC | 1.01% | Reduce -3.8% | 66,830 | $9.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Reduce -13.3% | 66,447 | $9.0M |
| Brown Advisory Inc. | 0.01% | Add +4.5% | 65,376 | $8.9M |
| Gunma Bank,Ltd. | 2.85% | Add +27.3% | 65,300 | $8.9M |
| Apexium Financial, LP | 0.53% | Add +4.7% | 64,980 | $8.8M |
| First National Corp. /Ma/ | 1.90% | Add +0.1% | 63,338 | $8.6M |
| NewEdge Advisors, LLC | 0.05% | Reduce -13.5% | 63,031 | $8.6M |
| Simmons Bank | 0.64% | Reduce -1.2% | 62,850 | $8.5M |
| &partners | 0.09% | Add +6.2% | 62,684 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.6% | 61,989 | $8.4M |
| Mission Wealth Management, LP | 0.21% | Reduce -2.5% | 61,662 | $8.4M |
| Argent Capital Management LLC | 0.26% | Reduce -44.6% | 61,454 | $8.3M |
| Moneco Advisors, LLC | 0.85% | Reduce -1.5% | 60,852 | $8.3M |
| Peterson Wealth Management | 5.53% | Add +4.3% | 60,569 | $8.2M |
| M&T Bank Corp | 0.03% | Add +9.7% | 60,297 | $8.2M |
| Peapack Gladstone Financial Corp. | 0.12% | Reduce -0.1% | 59,564 | $8.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.61% | Add +1.6% | 59,157 | $8.0M |
| Fifth Third Wealth Advisors LLC | 0.41% | Add +4.3% | 58,845 | $8.0M |
| Wealthspire Advisors, LLC | 0.05% | Add +3.3% | 57,480 | $7.8M |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 57,458 | $7.8M |
| Cornerstone Wealth Management, LLC | 0.52% | Add +1.2% | 56,944 | $7.7M |
| Composition Wealth, LLC | 0.15% | Reduce -6.2% | 55,828 | $7.6M |
| Oppenheimer & Co. Inc. | 0.11% | Add +1.8% | 55,244 | $7.5M |
| Whitegate Investment Counselors, Inc. | 2.64% | Reduce -4.6% | 54,880 | $7.4M |
| Cresset Asset Management, LLC | 0.04% | Reduce -5.2% | 53,686 | $7.3M |
| Regions Financial Corp. | 0.05% | No change | 52,851 | $7.2M |
| Aries Wealth Management | 1.93% | Reduce -0.3% | 52,313 | $7.1M |
| Aspen Grove Capital, LLC | 1.34% | No change | 51,207 | $6.9M |
| Merit Financial Group, LLC | 0.10% | Add +175.5% | 51,157 | $6.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -30.3% | 50,389 | $6.8M |
| Private Wealth Group, LLC | 3.84% | Reduce -2.7% | 48,101 | $6.5M |
| Smithfield Trust Co | 0.33% | Reduce -0.1% | 47,962 | $6.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -8.4% | 53,340 | $6.5M |
| Americana Partners, LLC | 0.25% | Reduce -6.5% | 47,244 | $6.4M |
| Whittier Trust Co. of Nevada Inc. | 0.16% | Add +6.4% | 47,218 | $6.4M |
| Whittier Trust Co. | 0.09% | Reduce -2.9% | 45,939 | $6.2M |
| Cornerstone Advisory, LLC | 0.71% | Add +0.6% | 46,275 | $6.1M |
| Shulman DeMeo Asset Management LLC | 1.68% | Reduce -0.6% | 43,977 | $6.0M |
| Synovus Financial Corp. | 0.08% | Reduce -3.0% | 43,764 | $5.9M |
| 1834 Investment Advisors Co. | 0.76% | Reduce -3.3% | 43,127 | $5.9M |
| American Money Management, LLC | 1.10% | Add +0.7% | 42,793 | $5.8M |
| Essex Financial Services, Inc. | 0.41% | Reduce -0.4% | 41,656 | $5.7M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -12.6% | 41,651 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.29% | Reduce -3.7% | 40,892 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.48% | Reduce -3.3% | 40,630 | $5.5M |
| Avalon Capital Management | 1.60% | New | 40,578 | $5.5M |
| CENTRAL TRUST Co | 0.13% | Reduce -0.3% | 39,942 | $5.4M |
| First Horizon Advisors, Inc. | 0.15% | Reduce -0.9% | 39,625 | $5.4M |
| Sunbelt Securities, Inc. | 0.48% | Add +2.5% | 39,285 | $5.3M |
| Balefire, LLC | 1.82% | Reduce -1.0% | 39,189 | $5.3M |
| Connecticut Wealth Management, LLC | 0.28% | New | 38,970 | $5.3M |
| Strategent Financial, LLC | 4.78% | Reduce -0.6% | 38,893 | $5.3M |
| Climber Capital SA | 4.08% | Add +20.0% | 46,537 | $5.2M |
| Forbes Financial Planning, Inc. | 3.84% | Reduce -1.7% | 38,186 | $5.2M |
| TL Private Wealth | 2.53% | Add +3.5% | 42,025 | $5.1M |
| Brown Brothers Harriman & Co. | 0.04% | No change | 37,625 | $5.1M |
| EP Wealth Advisors, LLC | 0.04% | Add +1.2% | 37,616 | $5.1M |
| Salomon & Ludwin, LLC | 0.54% | Reduce -0.8% | 37,406 | $5.1M |
| Black Diamond Financial, LLC | 0.76% | Reduce -7.5% | 37,268 | $5.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.42% | Add +1.0% | 36,631 | $5.0M |
| Perennial Investment Advisors, LLC | 0.56% | Add +3.7% | 36,307 | $4.9M |
| Nwam LLC | 0.42% | Reduce -2.5% | 36,017 | $4.9M |
| Deutsche Bank AG | 0.00% | Add +7.3% | 35,842 | $4.9M |
| Pettyjohn, Wood & White, Inc. | 0.92% | Reduce -0.0% | 35,272 | $4.8M |
| Firestone Capital Management | 1.24% | Reduce -2.5% | 34,925 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -11.1% | 34,799 | $4.7M |
| Neumann Capital Management, LLC | 1.63% | Reduce -13.2% | 34,738 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +769.4% | 34,238 | $4.6M |
| Transcend Capital Advisors, LLC | 0.33% | Add +0.5% | 34,241 | $4.6M |
| Westside Investment Management, Inc. | 0.98% | Add +4.7% | 34,050 | $4.6M |
| Johnson & White Wealth Management, LLC | 2.59% | Reduce -14.1% | 33,969 | $4.6M |
| Lido Advisors, LLC | 0.03% | Reduce -0.7% | 33,921 | $4.6M |
| Founders Grove Wealth Partners, LLC | 1.28% | Reduce -3.2% | 33,900 | $4.6M |
| Centennial Bank | 2.19% | Reduce -1.3% | 33,860 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.8% | 33,574 | $4.6M |
| ProVise Management Group, LLC | 0.39% | Reduce -23.1% | 33,440 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Add +61.0% | 33,088 | $4.5M |
| Sagespring Wealth Partners, LLC | 0.11% | Reduce -15.8% | 32,647 | $4.4M |
| DAVENPORT & Co LLC | 0.03% | Reduce -0.5% | 32,175 | $4.4M |
| TD Waterhouse Canada Inc. | 0.04% | Add +4.0% | 32,114 | $4.3M |
| American Trust | 1.05% | Reduce -9.0% | 31,351 | $4.3M |
| 1832 Asset Management L.P. | 0.01% | Reduce -7.0% | 31,016 | $4.2M |
| Valley Wealth Managers, Inc. | 0.32% | Reduce -1.5% | 30,881 | $4.2M |
| NorthRock Partners, LLC | 0.14% | Reduce -6.6% | 30,616 | $4.2M |
| CW Advisors, LLC | 0.05% | Reduce -2.7% | 30,124 | $4.1M |
| Mycio Wealth Partners, LLC | 0.95% | Add +0.6% | 29,724 | $4.0M |
| Meridian Wealth Advisors, LLC | 0.68% | Reduce -0.6% | 29,418 | $4.0M |
| LifeSteps Financial, Inc. | 3.24% | Add +1.0% | 29,412 | $4.0M |
| Renaissance Technologies | 0.01% | Add +444.4% | 29,400 | $4.0M |
| Advisor Resource Council | 0.32% | New | 31,394 | $4.0M |
| AA Financial Advisors, LLC | 0.97% | Reduce -7.2% | 29,340 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Reduce -42.4% | 29,155 | $4.0M |
| Novem Group | 0.56% | Reduce -4.4% | 29,091 | $3.9M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -1.3% | 28,797 | $3.9M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.9% | 28,591 | $3.9M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -0.6% | 28,590 | $3.9M |
| Simon Quick Advisors, LLC | 0.22% | Reduce -1.1% | 28,422 | $3.9M |
| Kingswood Wealth Advisors, LLC | 0.35% | Reduce -28.7% | 28,310 | $3.8M |
| Canandaigua National Bank & Trust Co. | 0.38% | Reduce -3.5% | 27,835 | $3.8M |
| Badgley Phelps Wealth Managers, LLC | 0.09% | Reduce -6.3% | 27,762 | $3.8M |
| Sugar Maple Asset Management, LLC | 2.94% | Add +0.2% | 27,572 | $3.7M |
| FDx Advisors, Inc. | 1.20% | Reduce -1.2% | 27,285 | $3.7M |
| Charles Schwab Trust Co | 0.31% | Add +43.4% | 27,276 | $3.7M |
| Mechanics Bank Trust Department | 0.50% | Reduce -1.4% | 26,817 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -0.7% | 26,800 | $3.6M |
| Larson Financial Group LLC | 0.17% | Add +143.8% | 26,486 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +5.3% | 26,446 | $3.6M |
| Denver Wealth Management, Inc. | 1.62% | Reduce -17.9% | 26,165 | $3.6M |
| FSA Wealth Management LLC | 1.49% | Add +5.7% | 25,894 | $3.5M |
| Dumont & Blake Investment Advisors LLC | 0.98% | Reduce -0.5% | 25,764 | $3.5M |
| Freestone Capital Holdings, LLC | 0.13% | Add +6.3% | 25,742 | $3.5M |
| Shum Financial Group, Inc. | 3.02% | Reduce -0.7% | 25,705 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -0.8% | 26,364 | $3.4M |
| Legacy Advisors, LLC | 0.35% | No change | 25,231 | $3.4M |
| Prospera Financial Services Inc | 0.08% | Reduce -5.5% | 25,154 | $3.4M |
| Flow Traders U.S. LLC | 0.14% | New | 25,106 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -1.7% | 25,064 | $3.4M |
| Asset Management Group, Inc. | 0.63% | Add +0.7% | 25,051 | $3.4M |
| Greenberg Financial Group | 1.41% | — | 23,200 | $3.4M |
| Lewis Asset Management, LLC | 2.78% | Reduce -4.7% | 24,818 | $3.4M |
| Meridian Financial Advisors, LLC | 2.35% | Add +2.7% | 24,650 | $3.3M |
| First Trust Advisors LP | 0.00% | Reduce -32.3% | 24,648 | $3.3M |
| Independence Bank of Kentucky | 0.52% | Reduce -0.9% | 24,517 | $3.3M |
| Sage Capital Management, LLC | 1.79% | Add +0.6% | 24,325 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Add +2.1% | 23,365 | $3.2M |
| Natixis Advisors, LLC | 0.01% | Reduce -17.0% | 23,158 | $3.1M |
| FineMark National Bank & Trust | 0.11% | Reduce -4.2% | 22,994 | $3.1M |
| Graypoint LLC | 0.19% | Add +0.0% | 22,854 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +51.0% | 22,798 | $3.1M |
| Treasure Coast Financial Planning | 1.91% | Add +1.6% | 22,667 | $3.1M |
| PFG Investments, LLC | 0.20% | Add +51.7% | 22,638 | $3.1M |
| BlackRock, Inc. | 0.00% | Reduce -4.9% | 22,609 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -0.6% | 23,249 | $3.1M |
| Capstone Wealth Management Group, LLC | 1.73% | Reduce -39.2% | 22,355 | $3.0M |
| Stephens Inc. | 0.04% | Add +0.7% | 22,316 | $3.0M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -19.9% | 22,016 | $3.0M |
| Welch & Forbes LLC | 0.04% | No change | 21,900 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -7.8% | 21,650 | $2.9M |
| Twin Focus Capital Partners, LLC | 0.45% | Reduce -4.0% | 21,395 | $2.9M |
| Planning Directions Inc. | 1.24% | Reduce -1.8% | 21,303 | $2.9M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -3.1% | 21,215 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -76.6% | 21,183 | $2.9M |
| Narwhal Capital Management | 0.25% | No change | 20,989 | $2.8M |
| Advisory Services Network, LLC | 0.05% | Reduce -1.6% | 20,642 | $2.8M |
| Lansing Street Advisors | 0.94% | Add +0.4% | 20,617 | $2.8M |
| GWN Securities Inc. | 0.16% | Add +1033.4% | 21,002 | $2.8M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.2% | 20,430 | $2.8M |
| Carnegie Investment Counsel | 0.07% | Add +2.7% | 22,162 | $2.8M |
| Montag A & Associates Inc. | 0.14% | Add +0.0% | 20,240 | $2.7M |
| Arkadios Wealth Advisors | 0.10% | Add +18.6% | 20,223 | $2.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.7% | 20,186 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.35% | Reduce -1.0% | 20,080 | $2.7M |
| Strategy Asset Managers LLC | 0.55% | Add +2.1% | 19,790 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +0.1% | 19,730 | $2.7M |
| Ferguson Wellman Capital Management, Inc. | 0.05% | Reduce -5.4% | 19,663 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -4.7% | 19,488 | $2.6M |
| PKS Advisory Services, LLC | 0.72% | Reduce -0.9% | 19,426 | $2.6M |
| Moloney Securities Asset Management, LLC | 0.35% | Reduce -31.2% | 19,146 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.71% | Reduce -5.9% | 19,039 | $2.6M |
| Roble, Belko & Company, Inc | 0.41% | Add +0.1% | 18,997 | $2.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | Reduce -2.2% | 18,920 | $2.6M |
| Argent Trust Co | 0.10% | Reduce -5.2% | 18,806 | $2.6M |
| Brighton Jones LLC | 0.08% | Add +0.8% | 18,647 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -9.2% | 18,457 | $2.5M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -1.1% | 18,049 | $2.4M |
| Principle Wealth Partners LLC | 0.17% | Add +3.8% | 17,963 | $2.4M |
| New England Private Wealth Advisors LLC | 0.38% | Reduce -2.0% | 17,897 | $2.4M |
| Sachetta, LLC | 0.99% | Reduce -0.6% | 17,851 | $2.4M |
| Calydon Capital | 0.45% | Add +0.6% | 17,772 | $2.4M |
| Thomasville National Bank | 0.18% | Reduce -0.0% | 17,755 | $2.4M |
| SVB Wealth LLC | 0.10% | Reduce -0.9% | 17,464 | $2.4M |
| Wealthspire Retirement, LLC | 0.19% | Reduce -25.0% | 17,452 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +183.2% | 17,450 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Add +1.5% | 17,356 | $2.4M |
| Harbour Capital Advisors, LLC | 0.58% | Add +0.2% | 17,673 | $2.3M |
| Mgo One Seven LLC | 0.09% | Add +4.1% | 17,014 | $2.3M |
| Zhang Financial LLC | 0.12% | Add +0.1% | 16,777 | $2.3M |
| Retirement Investment Advisors, Inc. | 0.22% | Reduce -1.0% | 16,270 | $2.2M |
| Cozad Asset Management Inc. | 0.22% | Reduce -0.4% | 16,263 | $2.2M |
| Occidental Asset Management, LLC | 0.33% | Add +0.0% | 16,227 | $2.2M |
| PDS Planning, Inc | 0.19% | Reduce -1.9% | 16,215 | $2.2M |
| Stablepoint Partners, LLC | 0.39% | Reduce -9.4% | 16,036 | $2.2M |
| Madison Asset Management, LLC | 0.02% | No change | 15,793 | $2.1M |
| Eagle Strategies LLC | 0.37% | Reduce -3.7% | 15,711 | $2.1M |
| Aspiriant, LLC | 0.07% | No change | 15,564 | $2.1M |
| Investment Partners, LTD. | 0.87% | No change | 15,509 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +4.1% | 15,480 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +8.2% | 15,970 | $2.1M |
| Flputnam Investment Management Co. | 0.04% | Reduce -3.9% | 15,006 | $2.0M |
| Spire Wealth Management | 0.06% | Reduce -4.9% | 14,938 | $2.0M |
| Peak Asset Management, LLC | 0.38% | No change | 14,876 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.44% | Reduce -18.7% | 14,860 | $2.0M |
| Aberdeen Wealth Management LLC | 1.39% | Reduce -0.5% | 14,816 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -7.7% | 14,725 | $2.0M |
| Union Savings Bank | 0.97% | Reduce -2.8% | 14,648 | $2.0M |
| Evergreen Capital Management LLC | 0.07% | Add +0.7% | 14,636 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.76% | Reduce -0.7% | 14,599 | $2.0M |
| Integrated Advisors Network LLC | 0.10% | Reduce -0.8% | 14,576 | $2.0M |
| Ascent Group, LLC | 0.08% | Add +147.0% | 14,542 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.44% | Add +0.6% | 14,452 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.6% | 14,308 | $1.9M |
| Tiaa Trust, National Association | 0.01% | Reduce -6.8% | 14,292 | $1.9M |
| Belpointe Asset Management LLC | 0.10% | Reduce -6.7% | 14,282 | $1.9M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -1.7% | 14,148 | $1.9M |
| Armstrong, Fleming & Moore, Inc | 2.32% | New | 14,144 | $1.9M |
| High Falls Advisors, Inc | 0.45% | Reduce -8.1% | 14,026 | $1.9M |
| Ellenbecker Investment Group | 0.34% | Reduce -4.8% | 13,959 | $1.9M |
| Pines Wealth Management, LLC | 0.87% | Reduce -0.6% | 15,542 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Reduce -0.7% | 13,922 | $1.9M |
| Redwood Wealth Management Group, LLC | 0.96% | Reduce -24.9% | 13,856 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -6.3% | 13,825 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Reduce -2.5% | 13,787 | $1.9M |
| Strategic Blueprint, LLC | 0.10% | Add +2.1% | 13,771 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.4% | 13,737 | $1.9M |
| Coston, McIsaac & Partners | 0.54% | Reduce -2.6% | 13,651 | $1.9M |
| Roger Wittlin Investment Advisory, LLC | 1.07% | Add +0.1% | 13,470 | $1.8M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 13,360 | $1.8M |
| Principal Securities, Inc. | 0.04% | No change | 13,717 | $1.8M |
| IFG Advisory, LLC | 0.10% | Reduce -4.5% | 13,339 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -14.0% | 12,993 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +12.2% | 12,906 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -20.0% | 12,780 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +14.1% | 12,657 | $1.7M |
| Haverford Trust Co | 0.02% | No change | 12,583 | $1.7M |
| Ledyard National Bank | 0.17% | Reduce -5.0% | 12,565 | $1.7M |
| Schechter Investment Advisors, LLC | 0.14% | No change | 12,360 | $1.7M |
| Hollencrest Capital Management | 0.07% | No change | 12,267 | $1.7M |
| Index Fund Advisors, Inc. | 0.10% | No change | 12,241 | $1.7M |
| Cadence Bank | 0.12% | Reduce -16.2% | 12,228 | $1.7M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -9.0% | 12,176 | $1.7M |
| Investors Research Corp | 0.36% | Reduce -0.0% | 12,087 | $1.6M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -4.6% | 12,056 | $1.6M |
| Bouchey Financial Group, Ltd. | 0.15% | No change | 12,000 | $1.6M |
| Sovran Advisors, LLC | 0.21% | Reduce -10.9% | 12,492 | $1.6M |
| Stonegate Investment Group, LLC | 0.04% | No change | 11,903 | $1.6M |
| Florida Trust Wealth Management Co | 0.05% | Reduce -0.2% | 11,900 | $1.6M |
| TFG Advisers LLC | 0.58% | Reduce -1.0% | 11,764 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.7% | 11,696 | $1.6M |
| Aspect Partners, LLC | 0.91% | Add +0.3% | 11,664 | $1.6M |
| Bank Ozk | 0.65% | Reduce -1.4% | 11,502 | $1.6M |
| White Pine Capital LLC | 0.54% | Add +0.3% | 11,500 | $1.6M |
| Tufton Capital Management | 0.30% | Reduce -4.4% | 11,418 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +14.4% | 11,397 | $1.5M |
| Creekmur Asset Management LLC | 0.32% | Add +0.3% | 11,385 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.0% | 11,384 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +5.5% | 11,329 | $1.5M |
| Cooksen Wealth, LLC | 1.55% | Add +7.7% | 11,628 | $1.5M |
| Cadent Capital Advisors, LLC | 0.58% | Reduce -57.5% | 11,178 | $1.5M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -17.4% | 11,132 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -10.8% | 11,124 | $1.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.8% | 11,119 | $1.5M |
| Trust Co. of Vermont | 0.08% | Reduce -1.1% | 11,116 | $1.5M |
| Tyche Wealth Partners LLC | 0.33% | Add +14.5% | 11,106 | $1.5M |
| Rebalance, LLC | 0.11% | Add +0.6% | 11,022 | $1.5M |
| Hourglass Capital, LLC | 0.39% | Reduce -1.8% | 10,945 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Add +0.5% | 10,903 | $1.5M |
| Forum Financial Management, LP | 0.02% | Reduce -4.4% | 10,895 | $1.5M |
| McNaughton Wealth Management, LLC | 0.71% | Reduce -7.7% | 10,799 | $1.5M |
| Jeppson Wealth Management, LLC | 0.53% | Reduce -0.9% | 10,650 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -50.5% | 10,129 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +0.3% | 10,550 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.1% | 10,376 | $1.4M |
| N.E.W. Advisory Services LLC | 0.11% | Add +49.9% | 10,364 | $1.4M |
| Integrity Alliance, Llc. | 0.06% | New | 10,297 | $1.4M |
| Keybank National Association | 0.01% | No change | 10,268 | $1.4M |
| Csenge Advisory Group | 0.08% | Reduce -32.9% | 10,759 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Add +20.2% | 10,254 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -2.7% | 10,269 | $1.4M |
| Destiny Capital Corp | 0.94% | Reduce -1.8% | 10,191 | $1.4M |
| Bar Harbor Wealth Management | 0.09% | No change | 10,180 | $1.4M |
| MPS Loria Financial Planners, LLC | 0.41% | Add +0.1% | 10,180 | $1.4M |
| Councilor Wealth, LLC | 0.69% | Add +0.2% | 10,158 | $1.4M |
| Pursue Wealth Partners LLC | 0.84% | No change | 10,146 | $1.4M |
| SlateStone Wealth, LLC | 0.14% | Add +13.9% | 10,083 | $1.4M |
| Sage Mountain Advisors LLC | 0.10% | Add +2.0% | 10,049 | $1.4M |
| Flagstar Securities, Inc. | 0.35% | Add +1.6% | 10,036 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +350.6% | 10,030 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +23.7% | 9,907 | $1.3M |
| International Assets Investment Management, LLC | 0.12% | Reduce -4.2% | 9,873 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.11% | New | 9,782 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -1.4% | 9,744 | $1.3M |
| Smith, Moore & Co. | 0.12% | Reduce -1.8% | 9,706 | $1.3M |
| Warner Financial, Inc. | 0.58% | Add +0.1% | 9,644 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | No change | 9,643 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.14% | Reduce -0.4% | 9,573 | $1.3M |
| Summit Financial, LLC | 0.04% | Add +13.2% | 9,544 | $1.3M |
| Capital Advisors Inc. | 0.03% | Add +3.8% | 9,538 | $1.3M |
| Altus Wealth Group LLC | 0.60% | Reduce -77.8% | 9,496 | $1.3M |
| Compass Ion Advisors, LLC | 0.15% | Add +0.5% | 9,482 | $1.3M |
| One Wealth Map LLC | 0.86% | Reduce -1.1% | 10,097 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 9,476 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.59% | Reduce -1.0% | 9,465 | $1.3M |
| Winebrenner Capital Management LLC | 1.16% | Reduce -1.9% | 9,463 | $1.3M |
| Diversified Trust Co. | 0.03% | Reduce -1.5% | 9,455 | $1.3M |
| Verdence Capital Advisors LLC | 0.10% | Add +0.3% | 9,392 | $1.3M |
| Pacific Sun Financial Corp | 0.72% | Add +0.6% | 9,383 | $1.3M |
| Howard Wealth Management, LLC | 0.70% | Reduce -2.3% | 9,308 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.6% | 9,293 | $1.3M |
| Harbour Trust & Investment Management Co | 0.15% | Reduce -3.2% | 9,261 | $1.3M |
| Richwood Investment Advisors, LLC | 1.07% | Reduce -2.5% | 9,247 | $1.3M |
| Summit Trail Advisors, LLC | 0.04% | No change | 9,154 | $1.2M |
| Alpha Cubed Investments, LLC | 0.06% | Reduce -4.3% | 9,122 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Add +3.9% | 9,066 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.0% | 9,058 | $1.2M |
| Coastline Trust Co | 0.15% | Reduce -7.2% | 9,005 | $1.2M |
| Westmount Partners, LLC | 0.37% | Add +0.3% | 8,978 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +166.9% | 8,964 | $1.2M |
| Level Four Advisory Services, LLC | 0.05% | Add +7.5% | 8,946 | $1.2M |
| Capital Analysts, LLC | 0.05% | Add +16.1% | 8,939 | $1.2M |
| High Net Worth Advisory Group LLC | 0.34% | Reduce -2.0% | 8,938 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -3.2% | 8,903 | $1.2M |
| VestGen Advisors, LLC | 0.05% | — | 8,899 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +21.0% | 8,874 | $1.2M |
| Blue Fin Capital, Inc. | 0.23% | Reduce -1.3% | 8,848 | $1.2M |
| Rathbones Group PLC | 0.01% | Reduce -2.6% | 8,675 | $1.2M |
| Freedom Financial Partners LLC | 0.55% | Add +0.5% | 8,644 | $1.2M |
| Pps&v Asset Management Consultants, Inc. | 0.84% | No change | 8,573 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.6% | 8,549 | $1.2M |
| Agate Pass Investment Management, LLC | 0.49% | Reduce -3.3% | 8,526 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +1.9% | 8,489 | $1.2M |
| AMG National Trust Bank | 0.03% | No change | 8,390 | $1.1M |
| One Capital Management, LLC | 0.04% | Reduce -3.2% | 8,371 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -2.7% | 8,321 | $1.1M |
| Weaver Consulting Group | 0.34% | Reduce -0.2% | 8,268 | $1.1M |
| Golden State Wealth Management, LLC | 0.17% | Add +8.1% | 8,241 | $1.1M |
| Kentucky Trust Co | 0.66% | Reduce -0.5% | 8,235 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.40% | No change | 8,192 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.27% | Add +5.5% | 8,169 | $1.1M |
| Caprock Group, LLC | 0.03% | Add +0.7% | 8,100 | $1.1M |
| Cambridge Capital Management, LLC | 0.69% | Reduce -5.0% | 8,083 | $1.1M |
| Axis Wealth Partners, LLC | 0.81% | Reduce -0.9% | 8,032 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 8,002 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.27% | Reduce -6.7% | 7,992 | $1.1M |
| American State Bank (Iowa) | 0.65% | No change | 7,957 | $1.1M |
| AQR Capital Management | 0.00% | Add +49.5% | 7,936 | $1.1M |
| Seamount Financial Group Inc. | 0.73% | Reduce -0.6% | 7,897 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | No change | 7,894 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -2.4% | 7,883 | $1.1M |
| Parcion Private Wealth LLC | 0.09% | Reduce -0.4% | 7,821 | $1.1M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -59.4% | 7,812 | $1.1M |
| Curbstone Financial Management Corp | 0.22% | Add +9.1% | 7,800 | $1.1M |
| Noesis Capital Mangement Corp. | 0.21% | Reduce -0.5% | 7,789 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.8% | 7,778 | $1.1M |
| Mathes Company, Inc. | 0.43% | No change | 7,740 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.22% | No change | 7,678 | $1.0M |
| Fort Point Capital Partners LLC | 0.12% | Add +1.3% | 7,578 | $1.0M |
| BOK Financial Private Wealth, Inc. | 0.08% | Reduce -2.3% | 7,564 | $1.0M |
| Financial Management Network Inc. | 0.23% | Add +0.1% | 8,248 | $1.0M |
| 2UniFi Bank | 0.64% | Add +8.7% | 7,193 | $995K |
| Armstrong Advisory Group, Inc. | 0.08% | No change | 7,480 | $988K |
| American Institute for Advanced Investment Management, LLP | 0.74% | No change | 7,185 | $975K |
| Cove Private Wealth, LLC | 0.52% | No change | 7,138 | $968K |
| Adero Partners, LLC | 0.06% | Reduce -0.1% | 7,092 | $962K |
| SC&H Financial Advisors, Inc. | 0.19% | Add +0.0% | 7,092 | $962K |
| Norden Group LLC | 0.11% | Reduce -7.4% | 7,035 | $955K |
| O'Brien Wealth Partners LLC | 0.18% | Add +0.5% | 7,021 | $953K |
| RFG Advisory, LLC | 0.03% | Add +9.3% | 7,001 | $950K |
| MAS Advisors LLC | 1.45% | Reduce -3.7% | 6,941 | $942K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -4.6% | 6,939 | $942K |
| One Day In July LLC | 0.09% | No change | 6,928 | $940K |
| Fifth Third Bancorp | 0.00% | Reduce -36.2% | 6,879 | $933K |
| Citadel Advisors | 0.00% | Reduce -57.7% | 6,850 | $929K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -7.5% | 6,734 | $914K |
| RMR Wealth Builders | 0.10% | Reduce -2.1% | 6,720 | $912K |
| Certified Advisory Corp | 0.10% | Add +0.2% | 6,716 | $911K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -2.3% | 6,714 | $911K |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.5% | 6,688 | $907K |
| Bay Capital Advisors, LLC | 0.74% | Reduce -3.9% | 6,587 | $894K |
| Intrua Financial, LLC | 0.14% | Reduce -15.2% | 6,585 | $893K |
| HHM Wealth Advisors, LLC | 0.12% | No change | 6,575 | $892K |
| Navis Wealth Advisors, LLC | 0.87% | Reduce -0.6% | 6,535 | $887K |
| StoneX Group Inc. | 0.05% | Add +4.7% | 6,483 | $880K |
| Sandy Cove Advisors, LLC | 0.35% | No change | 6,468 | $878K |
| Farther Finance Advisors, LLC | 0.02% | Add +4.4% | 6,467 | $877K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -9.8% | 6,410 | $870K |
| Moors & Cabot, Inc. | 0.04% | Reduce -1.9% | 6,340 | $860K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +12.7% | 6,322 | $858K |
| Peoples Bank | 0.56% | Reduce -0.8% | 6,305 | $855K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.4% | 6,291 | $854K |
| SouthState Bank Corp | 0.04% | New | 6,202 | $842K |
| New Century Financial Group, LLC | 0.97% | No change | 6,190 | $840K |
| Agf Management Ltd. | 0.00% | Add +0.2% | 6,178 | $838K |
| Clarity Capital Partners LLC | 0.34% | Add +14.3% | 6,176 | $838K |
| Calamos Wealth Management LLC | 0.04% | Add +3.7% | 6,176 | $838K |
| Integrity Wealth Solutions LLC | 0.45% | Add +1.2% | 6,157 | $835K |
| Signaturefd, LLC | 0.02% | Add +0.0% | 6,155 | $835K |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -8.6% | 6,149 | $834K |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 6,141 | $833K |
| STAR Financial Bank | 0.61% | Reduce -19.6% | 6,114 | $830K |
| Inscription Capital, LLC | 0.14% | — | 6,317 | $829K |
| Appleton Partners Inc. | 0.06% | Add +19.1% | 6,085 | $826K |
| Triangle Securities Wealth Management | 0.21% | Reduce -5.7% | 6,034 | $819K |
| Lion Street Advisors, LLC | 0.26% | Reduce -12.6% | 6,029 | $818K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $817K |
| Taylor Financial Group, Inc. | 0.57% | Reduce -2.5% | 6,024 | $817K |
| Heritage Financial Services, LLC | 0.08% | No change | 6,015 | $816K |
| Payne Capital Management, LLC | 0.35% | Add +8.5% | 6,011 | $816K |
| GEN Financial Management, INC. | 0.55% | No change | 6,009 | $815K |
| Glassman Wealth Services | 0.14% | No change | 6,003 | $814K |
| Pension & Wealth Management Advisors, Inc. | 0.30% | Add +79.6% | 6,002 | $814K |
| First Commonwealth Financial Corp | 0.19% | No change | 5,997 | $814K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -6.5% | 5,980 | $811K |
| HRT Financial LP | 0.01% | New | 5,970 | $810K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -1.5% | 5,957 | $808K |
| Wetzel Investment Advisors, Inc. | 0.41% | Reduce -7.2% | 5,948 | $807K |
| Country Club Bank | 0.05% | No change | 5,956 | $800K |
| Patron Partners, LLC | 0.43% | Reduce -6.8% | 5,892 | $799K |
| Wood Tarver Financial Group, LLC | 0.26% | Reduce -8.6% | 5,878 | $798K |
| Interchange Capital Partners, LLC | 0.22% | Add +0.3% | 5,792 | $786K |
| Addison Capital Co | 0.31% | Reduce -4.6% | 5,757 | $781K |
| Benchmark Wealth Management, LLC | 0.37% | No change | 5,686 | $771K |
| Transform Wealth, LLC | 0.05% | Reduce -25.1% | 5,662 | $768K |
| United Bank | 0.32% | Reduce -4.6% | 5,649 | $766K |
| MKT Advisors LLC | 0.36% | Add +0.2% | 6,180 | $764K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.9% | 5,631 | $764K |
| Meridian Wealth Management, LLC | 0.04% | Add +1.6% | 5,600 | $760K |
| Intellus Advisors LLC | 0.13% | No change | 5,597 | $759K |
| Glenmede Trust Co. NA | 0.00% | Add +6.4% | 5,595 | $759K |
| SevenBridge Financial Group, LLC | 0.15% | Reduce -14.5% | 5,608 | $757K |
| Good Life Advisors, LLC | 0.05% | Reduce -1.8% | 5,565 | $755K |
| Garrison Point Advisors, LLC | 0.36% | No change | 5,545 | $752K |
| MWA Asset Management | 0.52% | Add +0.3% | 5,541 | $752K |
| Saxon Interests, Inc. | 0.35% | Add +8.3% | 5,535 | $751K |
| Purkiss Capital Advisors LLC | 0.56% | Reduce -1.0% | 5,508 | $747K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -0.9% | 5,483 | $744K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 5,467 | $742K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 5,466 | $742K |
| Fiduciary Trust Co | 0.01% | Reduce -68.2% | 5,444 | $739K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +5.8% | 5,402 | $733K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 5,390 | $731K |
| Burns J W & Co. Inc. | 0.09% | Reduce -3.3% | 5,346 | $725K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 5,238 | $711K |
| Michael A. Dubis Financial Planning, LLC | 0.69% | No change | 5,224 | $709K |
| Neuberger Berman Group LLC | 0.00% | Reduce -25.1% | 5,203 | $706K |
| LS Investment Advisors, LLC | 0.11% | Reduce -8.2% | 5,200 | $706K |
| Atticus Wealth Management, LLC | 0.23% | No change | 5,185 | $704K |
| Cambridge Advisors Inc. | 0.15% | No change | 5,146 | $698K |
| Private Trust Co. NA | 0.07% | Reduce -1.6% | 5,100 | $692K |
| Reynders McVeigh Capital Management, LLC | 0.04% | Reduce -1.0% | 5,095 | $691K |
| Uhlmann Price Securities, LLC | 0.51% | Add +0.1% | 5,067 | $687K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.2% | 5,062 | $687K |
| Phillips Financial Management, LLC | 0.05% | No change | 5,059 | $686K |
| Kaydan Wealth Management, Inc. | 0.22% | Reduce -0.1% | 5,050 | $685K |
| Evelyn Partners Asset Management Ltd | 0.19% | Reduce -19.9% | 5,023 | $682K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.5% | 4,998 | $678K |
| Financial Partners Group, Inc | 0.10% | Reduce -21.3% | 4,994 | $678K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Add +30.6% | 4,983 | $676K |
| Ehrlich Financial Group | 0.49% | Reduce -0.7% | 4,919 | $667K |
| AlphaStar Capital Management, LLC | 0.07% | Reduce -4.3% | 4,918 | $667K |
| Hazlett, Burt & Watson, Inc. | 0.30% | Reduce -4.8% | 4,913 | $667K |
| Ritholtz Wealth Management | 0.02% | Reduce -14.0% | 4,915 | $667K |
| Accredited Investors Inc. | 0.04% | No change | 4,900 | $665K |
| Baker Tilly Wealth Management, LLC | 0.26% | No change | 4,877 | $662K |
| Capstone Wealth Management Group LLC | 0.52% | Add +9.3% | 4,826 | $655K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.8% | 4,818 | $654K |
| Centaurus Financial, Inc. | 0.04% | Add +20.6% | 4,810 | $653K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $651K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -8.3% | 4,760 | $646K |
| BigSur Wealth Management LLC | 0.17% | No change | 4,750 | $644K |
| Kovack Advisors, Inc. | 0.07% | Reduce -37.5% | 4,739 | $643K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -2.8% | 4,714 | $640K |
| Sageworth Trust Co | 0.04% | No change | 4,675 | $634K |
| Berkeley, Inc | 0.30% | Add +0.0% | 4,654 | $631K |
| Disciplined Investments, LLC | 0.29% | No change | 4,654 | $631K |
| Vident Advisory, LLC | 0.01% | Add +1.9% | 4,649 | $631K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -17.1% | 4,637 | $629K |
| Kwmg, LLC | 0.06% | Reduce -5.0% | 4,619 | $627K |
| Investment Advisory Group, LLC | 0.21% | No change | 4,615 | $626K |
| LexAurum Advisors, LLC | 0.12% | Add +3.0% | 4,590 | $623K |
| James Investment Research, Inc. | 0.08% | Add +4.8% | 4,580 | $621K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -2.6% | 4,565 | $619K |
| Alexander Labrunerie & Co., Inc. | 0.27% | Reduce -5.5% | 4,542 | $616K |
| Private Wealth Advisors, LLC | 0.26% | Reduce -1.4% | 4,534 | $615K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -11.1% | 4,503 | $611K |
| Hengehold Capital Management LLC | 0.06% | Add +10.3% | 4,478 | $608K |
| SRH Advisors, LLC | 0.19% | Reduce -36.3% | 4,460 | $605K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -5.2% | 4,439 | $604K |
| Mather Group, Llc. | 0.01% | Add +6.4% | 4,429 | $601K |
| Sowell Financial Services LLC | 0.03% | New | 4,411 | $598K |
| Sentinel Pension Advisors, LLC | 0.11% | No change | 4,409 | $598K |
| Rossmore Private Capital | 0.07% | Add +6.0% | 4,405 | $598K |
| AE Wealth Management LLC | 0.01% | Reduce -3.9% | 4,400 | $597K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -2.1% | 4,398 | $597K |
| Hilton Capital Management, LLC | 0.05% | No change | 4,390 | $596K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -20.0% | 4,387 | $595K |
| Missouri Trust & Investment Co | 0.21% | Reduce -1.5% | 4,332 | $588K |
| Key Financial Inc | 0.13% | No change | 4,309 | $585K |
| Genesis Private Wealth, LLC | 0.31% | Reduce -3.7% | 4,292 | $582K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -18.7% | 4,292 | $582K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -7.4% | 4,279 | $581K |
| Blue Trust, Inc. | 0.01% | Add +41.6% | 4,242 | $576K |
| Sutton Place Investors LLC | 0.39% | No change | 4,224 | $573K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.8% | 4,215 | $572K |
| Ellis Investment Partners, LLC | 0.12% | Add +0.2% | 4,208 | $571K |
| Compound Planning, Inc. | 0.03% | Reduce -1.1% | 4,200 | $570K |
| Childress Capital Advisors, LLC | 0.16% | Reduce -8.2% | 4,195 | $569K |
| Jacobi Capital Management LLC | 0.04% | Add +2.1% | 4,195 | $569K |
| Holistic Financial Partners | 0.27% | Add +0.5% | 4,180 | $567K |
| First National Trust Co | 0.02% | Reduce -19.9% | 4,178 | $567K |
| Astoria Portfolio Advisors LLC. | 0.19% | Reduce -12.2% | 4,366 | $567K |
| Bond & Devick Financial Network, Inc. | 0.21% | Reduce -3.4% | 4,168 | $566K |
| Wedmont Private Capital | 0.03% | Add +0.5% | 4,398 | $563K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +12.5% | 4,149 | $563K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +8.8% | 4,128 | $560K |
| WealthBridge Capital Management, LLC | 0.16% | No change | 4,120 | $559K |
| Commerce Bank | 0.00% | Add +17.9% | 4,079 | $553K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.3% | 4,056 | $550K |
| My Legacy Advisors, LLC | 0.21% | Reduce -0.3% | 4,050 | $550K |
| OneAscent Financial Services LLC | 0.04% | Reduce -20.5% | 4,045 | $548K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.2% | 4,036 | $548K |
| Canal Capital Management, LLC | 0.09% | Add +0.3% | 4,028 | $546K |
| Coastal Bridge Advisors, LLC | 0.08% | Add +112.4% | 4,027 | $546K |
| Beacon Bridge Wealth Partners, LLC | 0.23% | Reduce -4.2% | 4,025 | $546K |
| Fulton Bank, N.A. | 0.02% | Add +2.6% | 4,020 | $545K |
| Beacon Bank & Trust | 0.13% | Reduce -10.5% | 4,012 | $544K |
| Ashford Advisors, LLC | 0.14% | No change | 4,000 | $543K |
| Trustmark Bank Trust Department | 0.04% | Reduce -4.8% | 4,000 | $543K |
| YHB Investment Advisors, Inc. | 0.05% | Add +1.3% | 3,980 | $540K |
| Global Trust Asset Management, LLC | 0.33% | Reduce -18.8% | 3,954 | $536K |
| Equitable Trust Co. | 0.03% | No change | 3,928 | $533K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.8% | 3,914 | $531K |
| Magnus Financial Group LLC | 0.05% | Reduce -7.1% | 3,883 | $527K |
| Asset Dedication, LLC | 0.04% | Add +30.3% | 3,881 | $527K |
| West Bancorporation Inc. | 0.36% | Reduce -29.9% | 3,868 | $525K |
| Global Financial Private Client, LLC | 0.20% | No change | 3,854 | $523K |
| Wealthcare Capital Partners, LLC | 0.27% | Add +0.5% | 3,844 | $522K |
| Matrix Asset Advisors Inc. | 0.06% | Reduce -0.9% | 3,817 | $518K |
| Paragon Financial Partners, Inc. | 0.41% | Add +0.3% | 3,817 | $518K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -77.4% | 3,775 | $512K |
| MCF Advisors LLC | 0.04% | No change | 3,765 | $511K |
| TruNorth Capital Management, LLC | 0.13% | Reduce -4.1% | 3,759 | $510K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +15.6% | 3,744 | $508K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $508K |
| Indiana Trust & Investment Management Co | 0.18% | No change | 3,705 | $503K |
| Rodgers & Associates, LTD | 0.06% | Reduce -5.3% | 3,700 | $502K |
| Ullmann Wealth Partners Group, LLC | 0.07% | No change | 3,687 | $500K |
| Nadler Financial Group, Inc. | 0.06% | Add +1.6% | 3,678 | $499K |
| Truepoint, Inc. | 0.01% | No change | 3,677 | $499K |
| Kapstone Financial Advisors LLC | 0.28% | No change | 3,663 | $497K |
| Ascentis Wealth Management, LLC | 0.16% | Add +3377.1% | 3,651 | $496K |
| M3 Advisory Group, LLC | 0.39% | Reduce -0.5% | 3,615 | $491K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -6.5% | 3,613 | $490K |
| Crewe Advisors LLC | 0.07% | No change | 3,579 | $486K |
| Selective Wealth Management, Inc. | 0.21% | Reduce -0.9% | 3,735 | $478K |
| Aveo Capital Partners, LLC | 0.08% | Reduce -89.5% | 3,632 | $478K |
| Private Management Group Inc. | 0.02% | No change | 3,519 | $477K |
| LJI Wealth Management, LLC | 0.10% | Add +0.1% | 3,518 | $477K |
| Pinnacle Financial Group, LLC / IL | 0.17% | No change | 3,505 | $476K |
| West Paces Advisors Inc. | 0.11% | No change | 3,502 | $475K |
| HSBC Holdings PLC | 0.00% | No change | 3,500 | $475K |
| Nicolet Bankshares Inc. | 0.10% | Reduce -1.1% | 3,489 | $473K |
| Adamsbrown Wealth Consultants LLC | 0.15% | Reduce -5.5% | 3,488 | $473K |
| Emprise Bank | 0.25% | Reduce -16.9% | 3,474 | $471K |
| Earned Wealth Advisors, LLC | 0.10% | New | 3,472 | $471K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 3,455 | $469K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -8.9% | 3,454 | $469K |
| Matrix Private Capital Group LLC | 0.28% | Reduce -7.8% | 3,451 | $468K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -8.6% | 3,447 | $468K |
| Arkos Global Advisors | 0.07% | No change | 3,442 | $467K |
| Round Rock Advisors LLC | 0.09% | Add +5.9% | 3,428 | $465K |
| BSW Wealth Partners | 0.07% | Add +0.1% | 3,428 | $465K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -13.5% | 3,412 | $463K |
| True Link Financial Advisors, LLC | 0.03% | Add +52.2% | 3,372 | $458K |
| Meritage Portfolio Management | 0.03% | Reduce -35.7% | 3,359 | $456K |
| Two Sigma Investments, LP | 0.00% | New | 3,359 | $456K |
| Parallel Advisors, LLC | 0.01% | Reduce -64.0% | 3,357 | $455K |
| Simplicity Wealth,LLC | 0.04% | No change | 3,323 | $451K |
| Acropolis Investment Management, LLC | 0.03% | No change | 3,322 | $451K |
| Novus Advisors, LLC | 0.45% | No change | 3,316 | $450K |
| Values Added Financial LLC | 0.25% | No change | 3,312 | $449K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,310 | $449K |
| Serenus Wealth Advisors, LLC | 0.07% | Add +0.1% | 3,309 | $449K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -2.2% | 3,302 | $448K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -0.0% | 3,287 | $446K |
| Plante Moran Financial Advisors, LLC | 0.04% | No change | 3,281 | $445K |
| Kanawha Capital Management LLC | 0.03% | Add +24.8% | 3,267 | $443K |
| Woodmont Investment Counsel LLC | 0.03% | Add +25.5% | 3,266 | $443K |
| Sawgrass Asset Management LLC | 0.05% | No change | 3,240 | $440K |
| M1 Capital Management LLC | 0.27% | Reduce -1.0% | 3,237 | $439K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -4.4% | 3,230 | $438K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -12.3% | 3,217 | $437K |
| HTG Investment Advisors, Inc. | 0.18% | Reduce -3.2% | 3,183 | $432K |
| Duncker Streett & Co. Inc. | 0.09% | No change | 3,179 | $431K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -1.4% | 3,168 | $430K |
| Lakewood Asset Management LLC | 0.29% | No change | 3,156 | $428K |
| Fortitude Family Office, LLC | 0.15% | Reduce -7.7% | 3,155 | $428K |
| Smith & Howard Wealth Management, LLC | 0.12% | No change | 3,151 | $428K |
| Archer Investment Corp | 0.11% | Reduce -2.8% | 3,151 | $428K |
| HUB Investment Partners, LLC | 0.02% | Add +0.5% | 3,131 | $425K |
| Secure Asset Management, LLC | 0.09% | Reduce -3.5% | 3,131 | $425K |
| Clarity Wealth Advisors, LLC | 0.12% | Reduce -1.5% | 3,109 | $422K |
| Creekside Partners | 0.22% | Add +0.3% | 3,085 | $419K |
| ICONIQ Capital, LLC | 0.01% | No change | 3,065 | $416K |
| Headinvest, LLC | 0.08% | New | 3,043 | $413K |
| Mascagni Wealth Management, Inc. | 0.41% | No change | 3,042 | $413K |
| Resolute Wealth Strategies, LLC | 0.23% | Reduce -22.2% | 3,031 | $411K |
| Fiduciary Family Office, LLC | 0.14% | New | 3,029 | $411K |
| Curi Capital, LLC | 0.01% | Reduce -2.5% | 3,027 | $411K |
| WESCAP Management Group, Inc. | 0.10% | No change | 3,013 | $409K |
| New Hampshire Trust | 0.09% | Add +6.0% | 3,006 | $408K |
| EPG Wealth Management LLC | 0.11% | Add +0.2% | 3,004 | $408K |
| Midwest Financial Group LLC | 0.24% | Add +0.6% | 3,000 | $407K |
| Berger Financial Group, Inc | 0.03% | Reduce -1.7% | 2,976 | $404K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -6.6% | 2,957 | $401K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +7.0% | 2,946 | $400K |
| Foster Group, Inc. | 0.01% | No change | 2,936 | $398K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $398K |
| Legacy Trust | 0.10% | No change | 2,928 | $397K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +2.2% | 2,922 | $396K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 2,915 | $396K |
| Veridan Wealth LLC | 0.18% | Reduce -0.2% | 2,911 | $395K |
| Avior Wealth Management, LLC | 0.01% | Reduce -24.7% | 2,910 | $395K |
| River Wealth Advisors LLC | 0.05% | No change | 2,899 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -7.0% | 2,892 | $392K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -10.9% | 2,866 | $389K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -6.5% | 2,852 | $387K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -8.0% | 2,851 | $387K |
| King Wealth Management Group | 0.06% | Reduce -5.0% | 2,847 | $386K |
| NTV Asset Management LLC | 0.05% | No change | 2,827 | $384K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.0% | 2,809 | $381K |
| American National Bank & Trust | 0.04% | Add +3.9% | 2,805 | $381K |
| My Personal CFO, LLC | 0.19% | No change | 2,800 | $380K |
| Greenhouse Wealth Management, LLC | 0.28% | Reduce -56.6% | 2,786 | $378K |
| Revisor Wealth Management LLC | 0.17% | New | 2,780 | $377K |
| Schnieders Capital Management LLC | 0.08% | Reduce -8.2% | 2,759 | $374K |
| Gen-Wealth Partners Inc | 0.16% | No change | 2,757 | $374K |
| Maridea Wealth Management LLC | 0.12% | Reduce -0.1% | 2,748 | $373K |
| Boston Family Office LLC | 0.03% | Reduce -14.1% | 2,741 | $372K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +16.7% | 2,737 | $371K |
| Eagle Global Advisors LLC | 0.02% | No change | 2,736 | $371K |
| KPP Advisory Services LLC | 0.07% | Add +21.1% | 2,732 | $371K |
| Independent Advisor Alliance | 0.01% | Reduce -98.5% | 2,729 | $370K |
| Ridgecrest Wealth Partners, LLC | 0.19% | No change | 2,724 | $370K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -27.3% | 2,716 | $369K |
| Albion Financial Group | 0.03% | No change | 2,715 | $368K |
| YANKCOM Partnership | 0.20% | No change | 2,715 | $368K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -6.3% | 2,709 | $368K |
| Harfst & Associates, Inc. | 0.08% | Reduce -8.8% | 2,695 | $366K |
| BIP Wealth, LLC | 0.02% | Reduce -25.9% | 2,692 | $365K |
| S.E.E.D. Planning Group LLC | 0.12% | No change | 2,687 | $365K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $364K |
| Apollon Financial, LLC | 0.09% | Reduce -9.2% | 2,681 | $364K |
| McCarthy & Cox | 0.16% | Add +5.8% | 2,673 | $363K |
| D. E. Shaw & Co. | 0.00% | Reduce -82.5% | 2,671 | $362K |
| United Advisor Group, LLC | 0.07% | Add +2.8% | 2,665 | $362K |
| Hoge Financial Services, LLC | 0.25% | Reduce -4.3% | 2,656 | $360K |
| Delta Capital Management LLC | 0.21% | No change | 2,650 | $360K |
| Shared Vision Wealth Group LLC | 0.20% | No change | 2,653 | $360K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.1% | 2,653 | $360K |
| Provident Wealth Management, LLC | 0.12% | Add +0.4% | 2,645 | $359K |
| Tennessee Valley Asset Management Partners | 0.06% | Add +0.4% | 2,643 | $359K |
| SkyOak Wealth, LLC | 0.08% | No change | 2,641 | $358K |
| CGN Advisors LLC | 0.03% | Add +0.1% | 2,630 | $357K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -0.2% | 2,621 | $356K |
| Realta Investment Advisors | 0.16% | Reduce -1.3% | 2,614 | $355K |
| Per Stirling Capital Management, LLC. | 0.05% | Reduce -18.6% | 2,610 | $354K |
| Money Concepts Capital Corp. | 0.03% | Add +65.4% | 2,605 | $353K |
| Aire Advisors, LLC | 0.07% | Reduce -24.4% | 2,600 | $353K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +2.0% | 2,585 | $351K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $350K |
| BXM Wealth LLC | 0.42% | Add +2.0% | 2,570 | $349K |
| Gries Financial LLC | 0.07% | No change | 2,570 | $349K |
| Berkshire Money Management, Inc. | 0.04% | No change | 2,570 | $349K |
| Obermeyer Wealth Partners | 0.02% | New | 2,550 | $346K |
| Patten & Patten Inc. | 0.02% | No change | 2,544 | $345K |
| Atalanta Sosnoff Capital, LLC | 0.01% | New | 2,534 | $344K |
| Tsfg, LLC | 0.07% | No change | 2,521 | $342K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -8.5% | 2,546 | $342K |
| Clarius Group, LLC | 0.02% | No change | 2,509 | $340K |
| Wealth Advisory Solutions, LLC | 0.09% | Reduce -1.0% | 2,506 | $340K |
| VestGen Investment Management | 0.26% | Reduce -40.9% | 2,500 | $339K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,500 | $339K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -2.0% | 2,496 | $339K |
| Cypress Capital Group | 0.04% | No change | 2,495 | $339K |
| Callan Capital, LLC | 0.02% | Add +0.6% | 2,484 | $337K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $337K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.5% | 2,482 | $337K |
| MidAtlantic Capital Management, Inc. | 0.26% | No change | 2,479 | $336K |
| Hoffman, Alan N Investment Management | 0.17% | No change | 2,471 | $335K |
| Mainstream Capital Management LLC | 0.27% | No change | 2,470 | $335K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +18.0% | 2,463 | $334K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Reduce -3.2% | 2,445 | $332K |
| Titleist Asset Management, LLC | 0.04% | Reduce -8.8% | 2,429 | $330K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $329K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $325K |
| West Michigan Advisors, LLC | 0.11% | Reduce -0.1% | 2,372 | $322K |
| Redwood Park Advisors LLC | 0.27% | No change | 2,372 | $322K |
| Bernardo Wealth Planning LLC | 0.08% | No change | 2,358 | $320K |
| Lanark Financial, Inc. | 0.03% | — | 2,344 | $318K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -1.7% | 2,346 | $318K |
| GAMMA Investing LLC | 0.02% | No change | 2,326 | $316K |
| Institute for Wealth Management, LLC. | 0.04% | Add +4.0% | 2,318 | $315K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 2,310 | $313K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 2,310 | $313K |
| Trilogy Capital Inc. | 0.02% | Reduce -94.8% | 2,301 | $312K |
| Arthur M. Cohen & Associates, LLC | 0.06% | New | 2,300 | $312K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 2,300 | $312K |
| Core Wealth Management, Inc. | 0.12% | No change | 2,298 | $312K |
| Rockbridge Investment Management, LCC | 0.04% | Add +0.0% | 2,292 | $311K |
| Capasso Planning Partners LLC | 0.13% | Reduce -7.3% | 2,287 | $310K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $310K |
| Baugh & Associates, LLC | 0.16% | Reduce -4.0% | 2,338 | $308K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -5.8% | 2,267 | $308K |
| John W. Brooker & Co., CPAs | 0.13% | Reduce -6.4% | 2,266 | $307K |
| HM Payson & Co. | 0.01% | No change | 2,261 | $307K |
| Rappaport Reiches Capital Management, LLC | 0.08% | No change | 2,259 | $307K |
| Marcum Wealth, LLC | 0.03% | Reduce -4.5% | 2,254 | $306K |
| Regal Investment Advisors LLC | 0.02% | New | 2,250 | $305K |
| MTM Investment Management, LLC | 0.12% | No change | 2,250 | $305K |
| Founders Financial Securities LLC | 0.03% | New | 2,329 | $304K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,235 | $303K |
| Fagan Associates, Inc. | 0.05% | Add +0.1% | 2,230 | $303K |
| Fiduciary Alliance LLC | 0.03% | Add +31.4% | 2,222 | $301K |
| Element Wealth, LLC | 0.16% | No change | 2,221 | $301K |
| Fortune Financial Advisors, LLC | 0.26% | Add +8.6% | 2,216 | $301K |
| Roundview Capital LLC | 0.02% | Reduce -0.6% | 2,204 | $299K |
| Narus Financial Partners, LLC | 0.10% | No change | 2,200 | $298K |
| Mayport, LLC | 0.08% | No change | 2,200 | $298K |
| Caldwell Trust Co | 0.03% | No change | 2,197 | $298K |
| Loudon Investment Management, LLC | 0.17% | Add +0.8% | 2,187 | $297K |
| Chemung Canal Trust Co. | 0.07% | No change | 2,184 | $296K |
| Carson Advisory Inc. | 0.20% | Reduce -7.0% | 2,182 | $296K |
| Evoke Wealth, LLC | 0.01% | No change | 2,177 | $295K |
| Clayton Financial Group LLC | 0.11% | Add +0.3% | 2,174 | $295K |
| Nalls Sherbakoff Group, LLC | 0.24% | — | 2,172 | $295K |
| Algorithmic Investment Models, LLC | 0.22% | Reduce -90.3% | 2,161 | $293K |
| Intelligence Driven Advisers, LLC | 0.06% | Reduce -1.8% | 2,154 | $292K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,154 | $292K |
| Family Legacy, Inc. | 0.10% | Reduce -8.1% | 2,135 | $290K |
| Hardin Capital Partners, LLC | 0.18% | Reduce -4.3% | 2,131 | $289K |
| Foster Victor Wealth Advisors, LLC | 0.02% | New | 2,257 | $289K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 2,127 | $289K |
| Covenant Asset Management, LLC | 0.07% | No change | 2,123 | $288K |
| RFG - Bristol Wealth Advisors, LLC | 0.10% | Add +13.7% | 2,119 | $288K |
| KOM Wealth Management Group, LLC | 0.25% | Add +0.6% | 2,112 | $287K |
| Wilson & Boucher Capital Management, LLC | 0.21% | No change | 2,100 | $285K |
| Cascade Investment Group, Inc. | 0.22% | Reduce -2.3% | 2,093 | $284K |
| Joel Adams & Associates, Inc. | 0.26% | Add +29.8% | 2,091 | $284K |
| Empower Advisory Group, LLC | 0.00% | Add +7.5% | 2,087 | $283K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 2,085 | $283K |
| Venture Visionary Partners LLC | 0.01% | Add +1.7% | 2,079 | $282K |
| Pinnacle Wealth Management Group, Inc. | 0.20% | New | 2,078 | $282K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,076 | $282K |
| RiverFront Investment Group, LLC | 0.01% | Add +2.0% | 2,067 | $280K |
| Avant Financial Advisors LLC | 0.25% | No change | 2,065 | $280K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -4.5% | 2,059 | $279K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -7.1% | 2,050 | $278K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 2,047 | $278K |
| Two Sigma Securities, LLC | 0.04% | New | 2,042 | $277K |
| Wilkins Miller Wealth Management, LLC | 0.21% | Add +0.3% | 2,035 | $276K |
| GAMCO Investors | 0.00% | No change | 2,035 | $276K |
| McDonough Capital Management, Inc | 0.18% | Add +0.6% | 2,030 | $275K |
| Bailard, Inc. | 0.01% | Add +12.5% | 2,027 | $275K |
| Tompkins Financial Corp. | 0.03% | No change | 2,010 | $273K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $273K |
| LM Advisors LLC | 0.05% | No change | 2,000 | $272K |
| Optimum Investment Advisors | 0.13% | Reduce -1.0% | 2,004 | $272K |
| Leo Wealth, LLC | 0.04% | Add +0.1% | 2,002 | $272K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $271K |
| Traphagen Investment Advisors LLC | 0.03% | New | 1,999 | $271K |
| Formidable Asset Management, LLC | 0.05% | No change | 1,991 | $270K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | New | 1,982 | $269K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,980 | $269K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +22.4% | 1,979 | $268K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,972 | $268K |
| Collective Family Office LLC | 0.07% | No change | 1,948 | $264K |
| Tanglewood Legacy Advisors, LLC | 0.12% | Add +2.3% | 1,941 | $263K |
| QRG Capital Management, Inc. | 0.00% | Reduce -20.2% | 1,935 | $263K |
| KFA Private Wealth Group, LLC | 0.09% | Add +0.2% | 1,934 | $262K |
| Summit X, LLC | 0.06% | Add +4.2% | 1,932 | $262K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $262K |
| Plancorp, LLC | 0.01% | Add +0.6% | 1,923 | $261K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $260K |
| Foundations Investment Advisors, LLC | 0.00% | New | 1,913 | $260K |
| Friday Financial | 0.15% | No change | 1,902 | $259K |
| Essex Bank | 0.06% | No change | 1,905 | $258K |
| Hall Capital Management Co. Inc. | 0.12% | No change | 1,900 | $258K |
| Pacific Point Advisors, LLC | 0.14% | No change | 1,896 | $257K |
| Old North State Wealth Management, LLC | 0.14% | Add +0.7% | 1,892 | $257K |
| WoodTrust Financial Corp | 0.04% | No change | 1,894 | $257K |
| Marshall Financial Group, LLC | 0.06% | Reduce -7.8% | 1,884 | $256K |
| Webster Bank, N. A. | 0.03% | No change | 1,880 | $255K |
| Rothschild Investment LLC | 0.02% | Add +15.7% | 1,879 | $255K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +14.9% | 1,876 | $254K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.1% | 1,873 | $254K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 1,866 | $253K |
| Worth Asset Management, LLC | 0.14% | Add +2.1% | 1,857 | $252K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.1% | 1,852 | $251K |
| Oldfather Financial Services, LLC | 0.09% | No change | 1,838 | $249K |
| Kathmere Capital Management, LLC | 0.02% | Add +8.4% | 1,831 | $248K |
| WestHill Financial Advisors, Inc. | 0.06% | No change | 1,822 | $247K |
| Aventura Private Wealth, LLC | 0.13% | Reduce -16.9% | 1,818 | $247K |
| Goldstein Advisors, LLC | 0.04% | Add +2.8% | 1,815 | $246K |
| Condor Capital Management | 0.02% | No change | 1,815 | $246K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -30.0% | 1,809 | $245K |
| Procyon Advisors, LLC | 0.01% | New | 1,805 | $245K |
| Rodgers Brothers Inc. | 0.03% | Reduce -2.7% | 1,800 | $244K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 1,795 | $244K |
| Compass Financial Group, INC | 0.05% | Reduce -3.0% | 1,791 | $243K |
| Gryphon Financial Partners LLC | 0.04% | Add +16.8% | 1,791 | $243K |
| Premier Path Wealth Partners, LLC | 0.04% | Reduce -28.9% | 1,790 | $243K |
| Beverly Hills Private Wealth, LLC | 0.05% | No change | 1,783 | $242K |
| Beacon Financial Advisory LLC | 0.07% | Reduce -4.5% | 1,751 | $238K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.3% | 1,743 | $236K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -6.1% | 1,743 | $236K |
| Fiduciary Group, LLC | 0.02% | No change | 1,738 | $236K |
| Ballentine Partners, LLC | 0.00% | No change | 1,727 | $234K |
| Smith Salley Wealth Management | 0.02% | Reduce -5.0% | 1,717 | $233K |
| Financial Insights, Inc. | 0.09% | New | 1,714 | $233K |
| Thompson Davis & Co., Inc. | 0.18% | No change | 1,713 | $232K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 1,711 | $232K |
| Epiq Partners, LLC | 0.13% | No change | 1,710 | $232K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 1,695 | $230K |
| Kiker Wealth Management, LLC | 0.16% | Add +139.4% | 1,688 | $229K |
| Wallace Advisory Group, LLC | 0.16% | Add +0.3% | 1,730 | $229K |
| Riverstone Advisors, LLC | 0.14% | No change | 1,680 | $228K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $228K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -59.0% | 1,670 | $227K |
| Shoker Investment Counsel, Inc. | 0.08% | Add +0.2% | 1,666 | $226K |
| Augustine Asset Management Inc. | 0.07% | Add +0.6% | 1,663 | $226K |
| North Star Investment Management Corp. | 0.02% | No change | 1,663 | $226K |
| Wescott Financial Advisory Group, LLC | 0.02% | Reduce -0.9% | 1,661 | $225K |
| Arrow Financial Corp | 0.02% | No change | 1,642 | $223K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 1,708 | $222K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 1,631 | $221K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Reduce -0.9% | 1,625 | $220K |
| Chancellor Financial Group WB LP | 0.18% | No change | 1,622 | $220K |
| Gibson Capital, LLC | 0.05% | No change | 1,622 | $220K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $220K |
| City Holding Co. | 0.03% | Reduce -7.2% | 1,617 | $219K |
| Seneca House Advisors | 0.09% | Add +0.6% | 1,614 | $219K |
| Center for Financial Planning, Inc. | 0.03% | Reduce -1.5% | 1,609 | $218K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -13.6% | 1,603 | $217K |
| Caerus Investment Advisors, LLC | 0.21% | No change | 1,600 | $217K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 1,600 | $217K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $217K |
| GEM Asset Management, LLC | 0.12% | Reduce -37.8% | 1,601 | $217K |
| Valley National Advisers Inc. | 0.04% | No change | 1,603 | $217K |
| Davidson Trust Co. | 0.10% | No change | 1,597 | $217K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,595 | $216K |
| Berkeley Capital Partners, LLC | 0.06% | Reduce -1.0% | 1,589 | $216K |
| Sequent Asset Management, LLC | 0.12% | Reduce -3.1% | 1,570 | $213K |
| Bangor Savings Bank | 0.02% | No change | 1,559 | $212K |
| Colonial River Investments, LLC | 0.12% | Reduce -22.9% | 1,554 | $211K |
| Tritonpoint Wealth, LLC | 0.02% | Reduce -11.0% | 1,551 | $210K |
| Old National Bancorp | 0.01% | New | 1,539 | $209K |
| Brio Consultants, LLC | 0.03% | Add +0.3% | 1,529 | $207K |
| Delta Financial Group, Inc. | 0.05% | New | 1,539 | $207K |
| GM Advisory Group, LLC | 0.01% | New | 1,525 | $207K |
| Charter Oak Capital Management, LLC | 0.02% | New | 1,516 | $206K |
| Bison Wealth, LLC | 0.02% | New | 1,568 | $205K |
| Rollins Financial Advisors, LLC | 0.04% | New | 1,512 | $205K |
| Wealth Effects LLC | 0.09% | New | 1,510 | $205K |
| Garrett Wealth Advisory Group, LLC | 0.05% | New | 1,510 | $205K |
| Summit Wealth Partners, LLC | 0.04% | New | 1,502 | $204K |
| Busey Bank | 0.01% | Reduce -4.2% | 1,501 | $204K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | New | 1,500 | $204K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -11.7% | 1,486 | $202K |
| Everhart Financial Group, Inc. | 0.03% | Reduce -3.4% | 1,485 | $201K |
| Marion Wealth Management | 0.05% | Reduce -8.1% | 1,482 | $201K |
| Wrenne Financial Planning LLC | 0.11% | New | 1,480 | $201K |
| RiverGlades Family Offices LLC | 0.14% | New | 1,475 | $200K |
| Integral Investment Advisors, Inc. | 0.06% | New | 1,475 | $200K |
| Summit Asset Management, LLC | 0.03% | New | 1,475 | $200K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +0.9% | 1,464 | $199K |
| Adirondack Trust Co. | 0.08% | No change | 1,460 | $198K |
| Ballast Advisors LLC | 0.06% | Reduce -14.4% | 1,456 | $198K |
| Hopwood Financial Services, Inc. | 0.15% | No change | 1,400 | $190K |
| BNP Paribas Financial Markets | 0.00% | Add +34750.0% | 1,394 | $189K |
| WealthShield Partners, LLC | 0.02% | Add +1.6% | 1,369 | $186K |
| Hanson & Doremus Investment Management | 0.03% | Add +0.5% | 1,306 | $177K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.4% | 1,298 | $176K |
| Versant Capital Management, Inc | 0.03% | No change | 1,292 | $175K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,287 | $175K |
| Horizon Bancorp Inc. | 0.10% | Reduce -1.4% | 1,286 | $174K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.5% | 1,275 | $173K |
| Investment Research & Advisory Group, Inc. | 0.07% | Reduce -5.2% | 1,262 | $171K |
| Cordgrass Capital Advisors, LLC | 0.05% | Reduce -19.8% | 1,214 | $165K |
| Hurley Capital, LLC | 0.12% | Reduce -22.3% | 1,211 | $164K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,180 | $160K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.8% | 1,171 | $159K |
| Nemes Rush Group LLC | 0.02% | Add +0.5% | 1,155 | $157K |
| TFC Financial Management, Inc. | 0.02% | Reduce -39.6% | 1,148 | $156K |
| PFG Private Wealth Management, LLC | 0.08% | No change | 1,126 | $153K |
| Medallion Wealth Advisors, LLC | 0.07% | No change | 1,091 | $148K |
| Founders Financial Alliance, LLC | 0.04% | Add +30.9% | 1,084 | $147K |
| Consultiva Wealth Management, Corp. | 0.50% | No change | 1,078 | $146K |
| Columbia River Financial Group, LLC | 0.10% | New | 1,058 | $143K |
| WASHINGTON TRUST Co | 0.01% | No change | 1,051 | $143K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.6% | 1,021 | $137K |
| GKV Capital Management Co., Inc. | 0.07% | No change | 1,000 | $136K |
| Mechanics Financial Corp | 0.06% | No change | 1,000 | $136K |
| Topsail Wealth Management, LLC | 0.03% | No change | 1,000 | $136K |
| Operose Advisors LLC | 0.04% | No change | 994 | $135K |
| Nvwm, LLC | 0.04% | No change | 979 | $133K |
| Centricity Wealth Management, LLC | 0.12% | No change | 977 | $133K |
| Activest Wealth Management | 0.04% | Reduce -9.3% | 974 | $132K |
| Sandy Spring Bank | 0.01% | Reduce -19.8% | 970 | $132K |
| Beacon Capital Management, LLC | 0.02% | Reduce -51.5% | 946 | $128K |
| Lindbrook Capital, LLC | 0.01% | Reduce -1.1% | 936 | $127K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 898 | $122K |
| Stephens Consulting, LLC | 0.03% | Add +12.7% | 895 | $121K |
| North Capital, Inc. | 0.11% | — | 861 | $117K |
| Horizons Wealth Management | 0.09% | No change | 850 | $115K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 846 | $115K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | Reduce -30.4% | 837 | $114K |
| PSI Advisors, LLC | 0.04% | No change | 839 | $114K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 836 | $113K |
| Compass Wealth Management LLC | 0.03% | Add +55.9% | 826 | $112K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $111K |
| IAG Wealth Partners, LLC | 0.02% | No change | 815 | $111K |
| Arax Advisory Partners | 0.01% | New | 805 | $109K |
| Bristlecone Advisors, LLC | 0.01% | No change | 768 | $104K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $104K |
| BankPlus Trust Department | 0.03% | No change | 765 | $104K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Add +53.6% | 765 | $104K |
| Atwood & Palmer Inc. | 0.01% | No change | 750 | $102K |
| Anchor Investment Management, LLC | 0.01% | No change | 706 | $96K |
| Bernard Wealth Management Corp. | 0.05% | No change | 694 | $94K |
| GoalVest Advisory LLC | 0.03% | No change | 685 | $93K |
| Delta Asset Management LLC | 0.01% | Reduce -0.9% | 663 | $90K |
| AlphaCore Capital LLC | 0.01% | New | 651 | $88K |
| Johnson Financial Group, Inc. | 0.00% | Add +4.3% | 626 | $85K |
| Painted Porch Advisors LLC | 0.04% | No change | 622 | $84K |
| Armor Investment Advisors, LLC | 0.03% | No change | 620 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 619 | $84K |
| Main Street Group, LTD | 0.04% | Add +70.1% | 614 | $83K |
| FWL Investment Management, LLC | 0.03% | Reduce -0.8% | 604 | $82K |
| Trivant Custom Portfolio Group, LLC | 0.05% | No change | 600 | $81K |
| Colonial Trust Co / SC | 0.01% | Reduce -71.1% | 590 | $80K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Reduce -44.1% | 587 | $80K |
| Grove Bank & Trust | 0.01% | No change | 582 | $79K |
| Inlight Wealth Management, LLC | 0.05% | New | 559 | $76K |
| Zions Bancorporation, National Association | 0.00% | — | 540 | $73K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $73K |
| Caldwell Sutter Capital, Inc. | 0.03% | Reduce -51.6% | 520 | $71K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $70K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $69K |
| Palouse Capital Management, Inc. | 0.05% | Reduce -92.4% | 496 | $67K |
| NFSG Corp | 0.02% | Add +272.9% | 496 | $67K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $67K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 475 | $64K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $64K |
| MGB Wealth Management, LLC | 0.02% | No change | 445 | $60K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 441 | $60K |
| West Oak Capital, LLC | 0.03% | No change | 425 | $58K |
| Rice Partnership, LLC | 0.01% | No change | 424 | $58K |
| Cetera Trust Company, N.A | 0.04% | No change | 414 | $56K |
| Dagco, Inc. | 0.02% | New | 400 | $54K |
| Country Trust Bank | 0.00% | No change | 390 | $53K |
| Cardiff Park Advisors, LLC | 0.01% | Add +16.8% | 383 | $52K |
| Garde Capital, Inc. | 0.00% | New | 382 | $52K |
| Eastern Bank | 0.00% | Reduce -26.5% | 382 | $52K |
| Tucker Asset Management LLC | 0.02% | No change | 375 | $51K |
| Capital Investment Counsel, Inc | 0.01% | No change | 370 | $50K |
| Wealth Preservation Advisors, LLC | 0.04% | — | 368 | $50K |
| Founders Capital Management | 0.03% | No change | 360 | $49K |
| City State Bank | 0.02% | No change | 358 | $49K |
| Smartleaf Asset Management LLC | 0.00% | No change | 357 | $48K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $48K |
| Biltmore Family Office, LLC | 0.01% | No change | 350 | $47K |
| Bare Financial Services, Inc | 0.02% | No change | 342 | $46K |
| Briaud Financial Planning Inc | 0.02% | New | 332 | $45K |
| Ameriflex Group, Inc. | 0.02% | No change | 328 | $45K |
| Crews Bank & Trust | 0.01% | Add +98.2% | 327 | $44K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +350.0% | 315 | $43K |
| Parkside Financial Bank & Trust | 0.01% | No change | 314 | $43K |
| Ssa Swiss Advisors AG | 0.02% | — | 310 | $42K |
| WFA Asset Management Corp | 0.02% | Reduce -2.1% | 319 | $42K |
| Pineridge Advisors LLC | 0.02% | No change | 306 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $42K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $40K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $39K |
| Darwin Wealth Management, LLC | 0.01% | No change | 287 | $38K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $38K |
| Tower View Wealth Management LLC | 0.02% | Add +0.7% | 277 | $38K |
| ORG Partners LLC | 0.01% | Reduce -94.6% | 270 | $37K |
| Continuum Advisory, LLC | 0.00% | Reduce -33.2% | 268 | $36K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 264 | $36K |
| Friedenthal Financial | 0.02% | Add +6.0% | 263 | $36K |
| Addison Advisors LLC | 0.01% | Reduce -25.0% | 255 | $35K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $34K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 250 | $34K |
| Clark Wealth Partners | 0.03% | Add +0.8% | 250 | $34K |
| Hemington Wealth Management | 0.01% | No change | 249 | $33K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 243 | $33K |
| Noble Wealth Management PBC | 0.02% | No change | 241 | $33K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 228 | $31K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 223 | $30K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 220 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $29K |
| Avion Wealth | 0.01% | No change | 201 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 194 | $26K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 189 | $26K |
| American Capital Advisory, LLC | 0.01% | No change | 187 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 185 | $25K |
| Longview Financial Advisors LLC | 0.02% | No change | 182 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 181 | $25K |
| MeadowBrook Investment Advisors LLC | 0.02% | No change | 180 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $24K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 174 | $24K |
| Perritt Capital Management Inc | 0.01% | Add +0.6% | 172 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $23K |
| Synergy Investment Management, LLC | 0.01% | Reduce -63.8% | 170 | $23K |
| First United Bank & Trust | 0.01% | No change | 170 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $21K |
| Abound Wealth Management | 0.01% | No change | 151 | $20K |
| First Pacific Financial | 0.00% | New | 141 | $19K |
| Woodside Wealth Management LLC | 0.02% | — | 140 | $19K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 136 | $18K |
| Pinney & Scofield, Inc. | 0.01% | No change | 135 | $18K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.8% | 126 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 119 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -21.1% | 116 | $16K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +7.5% | 115 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 110 | $15K |
| Register Financial Advisors LLC | 0.01% | Add +0.9% | 109 | $15K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -40.0% | 105 | $14K |
| Cornerstone Planning Group LLC | 0.00% | No change | 108 | $14K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 102 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $14K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | New | 100 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 100 | $14K |
| Binnacle Investments Inc | 0.01% | — | 100 | $14K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 100 | $14K |
| Bear Mountain Capital, Inc. | 0.01% | New | 101 | $13K |
| High Note Wealth, LLC | 0.00% | No change | 93 | $13K |
| PrairieView Partners, LLC | 0.00% | Reduce -31.6% | 95 | $12K |
| Dunhill Financial, LLC | 0.01% | Add +1.2% | 85 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 84 | $11K |
| Runnymede Capital Advisors, Inc. | 0.01% | No change | 77 | $10K |
| China Universal Asset Management Co., Ltd. | 0.00% | No change | 75 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Parkworth Wealth Management, Inc. | 0.01% | No change | 67 | $9K |
| Copia Wealth Management | 0.01% | No change | 64 | $9K |
| Strengthening Families & Communities, LLC | 0.01% | Add +1.6% | 64 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | — | 63 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -30.0% | 70 | $8K |
| St Germain D J Co. Inc. | 0.00% | Reduce -81.5% | 53 | $7K |
| Bank & Trust Co | 0.01% | No change | 50 | $7K |
| Y.D. More Investments Ltd | 0.00% | No change | 42 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 41 | $6K |
| West Branch Capital LLC | 0.00% | No change | 40 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| Richardson Capital Management LLC | 0.00% | New | 34 | $5K |
| Compass Planning Associates Inc | 0.00% | No change | 31 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| Chilton Capital Management LLC | 0.00% | Reduce -50.0% | 24 | $3K |
| Keystone Global Partners, LLC | 0.00% | — | 23 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $3K |
| Private Wealth Asset Management, LLC | 0.00% | — | 22 | $3K |
| HWG Holdings LP | 0.00% | New | 20 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -75.3% | 18 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 11 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 10 | $1K |
| Collier Financial | 0.00% | No change | 3 | $359 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $271 |
| Transce3nd, LLC | 0.00% | Reduce -99.4% | 1 | $136 |
"% 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.