SS SPDR S&P Dividend ETFSDYETF
13F holders, Q2 2025 (June 30)1,180holders +4
56new positions
50sold out
5famous investors
$135.78avg. 13F price*
At the end of Q2 2025, 1,180 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 4 from Q1 2025. 56 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($647.6M) and Raymond James Financial Inc. ($425.3M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $47.0M |
| Exits | 50 | $53.7M |
All 13F filers, Q1 2025 → Q2 2025: 2,393,838 shares bought and 2,314,258 shares sold, net +79,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,180 holders
| Bank of America Corp. | 0.08% | Reduce -1.8% | 7,404,602 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -1.9% | 4,771,143 | $647.6M |
| Raymond James Financial Inc. | 0.15% | Add +4.0% | 3,133,413 | $425.3M |
| LPL Financial LLC | 0.14% | Add +9.0% | 3,011,061 | $408.7M |
| Joel Isaacson & Co., LLC | 14.60% | Add +3.4% | 2,644,937 | $359.0M |
| Royal Bank of Canada | 0.06% | Reduce -7.7% | 2,189,622 | $297.2M |
| Wells Fargo & Company | 0.06% | Add +3.0% | 2,094,565 | $284.3M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.6% | 1,604,371 | $217.5M |
| UBS Group AG | 0.04% | Reduce -2.9% | 1,567,632 | $212.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.2% | 1,451,468 | $197.0M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.7% | 1,211,883 | $164.5M |
| Richard Bernstein Advisors LLC | 3.60% | Reduce -7.2% | 1,075,337 | $146.0M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -6.5% | 1,039,685 | $141.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.4% | 990,007 | $134.4M |
| Truist Financial Corp. | 0.16% | Reduce -2.5% | 810,035 | $109.9M |
| MAI Capital Management | 0.72% | Add +2.5% | 767,082 | $104.1M |
| Pathstone Holdings, LLC | 0.41% | Add +0.6% | 760,212 | $103.2M |
| 1ST Source Bank | 5.47% | Reduce -0.9% | 731,200 | $99.2M |
| Cetera Investment Advisers | 0.16% | Add +0.6% | 699,649 | $95.0M |
| Destination Wealth Management | 2.78% | Reduce -0.5% | 698,829 | $94.9M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -5.8% | 641,404 | $87.1M |
| PNC Financial Services Group, Inc. | 0.05% | Add +35.0% | 574,419 | $78.0M |
| Osaic Holdings, Inc. | 0.13% | Add +15.8% | 525,676 | $71.4M |
| Capital Investment Advisors, LLC | 1.24% | Reduce -1.2% | 514,569 | $70.4M |
| Creative Planning | 0.06% | Add +6.0% | 492,188 | $66.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.0% | 482,267 | $65.5M |
| Stifel Financial Corp. | 0.06% | Add +116.2% | 447,623 | $60.8M |
| MML Investors Services, LLC | 0.16% | Add +2.1% | 416,482 | $56.5M |
| Elk River Wealth Management LLC | 9.65% | Add +0.6% | 413,123 | $56.1M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.1% | 374,733 | $52.0M |
| Jones Financial Companies LLLP | 0.04% | Add +15.0% | 381,284 | $51.6M |
| J.Safra Asset Management Corp | 3.41% | Add +1.4% | 360,888 | $49.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.3% | 341,388 | $46.3M |
| Legacy Financial Group LLC | 5.43% | Reduce -22.2% | 286,592 | $38.9M |
| Linscomb Wealth, Inc. | 1.77% | Reduce -0.9% | 283,959 | $38.5M |
| Clearstead Advisors, LLC | 0.53% | Add +2.2% | 280,059 | $38.0M |
| Marino, Stram & Associates LLC | 7.66% | Add +1.4% | 279,737 | $38.0M |
| Moneta Group Investment Advisors LLC | 0.45% | Reduce -14.6% | 278,925 | $37.9M |
| Nan Shan Life Insurance Co., Ltd. | 0.75% | No change | 247,496 | $33.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.6% | 231,045 | $32.7M |
| Wolff Financial Management LLC | 8.35% | Add +2.0% | 238,116 | $32.3M |
| Assetmark, Inc. | 0.08% | Reduce -2.1% | 237,779 | $32.3M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -2.9% | 226,252 | $30.7M |
| Mariner, LLC | 0.04% | Add +4.9% | 215,448 | $29.2M |
| Bank of Montreal | 0.01% | Reduce -2.1% | 206,183 | $28.0M |
| Flaharty Asset Management, LLC | 3.82% | Add +4.5% | 205,947 | $28.0M |
| Orion Porfolio Solutions, LLC | 0.24% | Reduce -0.2% | 205,196 | $27.9M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.6% | 202,773 | $27.5M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +19.6% | 200,793 | $27.3M |
| Klingman & Associates, LLC | 1.46% | Reduce -3.4% | 195,246 | $26.5M |
| Graves Light Lenhart Wealth, Inc. | 3.07% | Reduce -0.8% | 189,852 | $25.8M |
| Benjamin Edwards Inc. | 0.32% | Add +851.4% | 187,705 | $25.5M |
| NWF Advisory Services Inc. | 2.95% | Add +0.1% | 182,317 | $24.7M |
| Jackson, Grant Investment Advisers, Inc. | 8.54% | Reduce -1.1% | 171,313 | $23.3M |
| Kestra Advisory Services, LLC | 0.11% | Add +13.1% | 167,863 | $22.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.03% | Add +0.5% | 163,402 | $22.2M |
| Scotia Capital Inc. | 0.10% | Reduce -32.2% | 159,493 | $21.6M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -15.7% | 156,359 | $21.2M |
| Capital Advisors, Ltd. LLC | 2.45% | Add +0.4% | 146,498 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +0.1% | 141,762 | $19.2M |
| TigerOak Management, L.L.C. | 5.84% | Add +1.2% | 125,602 | $17.0M |
| Comerica Bank | 0.06% | Reduce -6.9% | 117,933 | $16.0M |
| Equitable Holdings, Inc. | 0.13% | Add +8.0% | 116,784 | $15.9M |
| UMB Bank, n.a. | 0.25% | Reduce -1.5% | 116,618 | $15.8M |
| Focus Partners Wealth | 0.03% | Add +0.2% | 116,446 | $15.8M |
| FMR LLC | 0.00% | Reduce -2.1% | 112,981 | $15.3M |
| Midwest Trust Co | 0.21% | — | 112,866 | $15.3M |
| Bokf, NA | 0.24% | Reduce -0.3% | 110,033 | $14.9M |
| Private Advisor Group, LLC | 0.08% | Reduce -7.5% | 109,502 | $14.9M |
| Hubbell Strickland Wealth Management, LLC | 6.46% | Reduce -2.7% | 107,869 | $14.6M |
| Lanham O'Dell & Company, Inc. | 6.16% | New | 107,431 | $14.6M |
| Associated Banc-Corp | 0.41% | Reduce -0.6% | 107,361 | $14.6M |
| Prosperity Consulting Group, LLC | 1.05% | Reduce -3.8% | 105,821 | $14.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 105,031 | $14.3M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -1.7% | 102,333 | $13.9M |
| CRA Financial Services, LLC | 2.12% | Reduce -1.1% | 102,235 | $13.9M |
| BNP Paribas Financial Markets | 0.01% | Add +7180.4% | 101,489 | $13.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -0.8% | 100,578 | $13.7M |
| &partners | 0.10% | Add +60.1% | 100,343 | $13.6M |
| Coldstream Capital Management Inc. | 0.22% | Add +2198.7% | 98,661 | $13.4M |
| TD Private Client Wealth LLC | 0.33% | Reduce -1.2% | 98,106 | $13.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.7% | 96,993 | $13.2M |
| US Bancorp \de | 0.02% | Add +21.2% | 94,604 | $12.8M |
| Cibc World Market Inc. | 0.03% | Add +2.3% | 94,309 | $12.8M |
| KCM Investment Advisors LLC | 0.43% | Reduce -0.8% | 93,759 | $12.7M |
| Sard Wealth Management Group, LLC | 7.80% | Add +2.3% | 93,275 | $12.7M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -5.0% | 91,819 | $12.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -0.4% | 90,620 | $12.3M |
| Wesbanco Bank Inc. | 0.35% | Reduce -1.3% | 87,936 | $11.9M |
| HB Wealth Management, LLC | 0.09% | Add +0.4% | 85,543 | $11.6M |
| Savant Capital, LLC | 0.08% | Reduce -1.3% | 84,435 | $11.5M |
| NBT Bank, N.A. | 0.77% | No change | 82,392 | $11.2M |
| Corient Private Wealth LP | 0.01% | Reduce -8.6% | 81,580 | $11.1M |
| World Investment Advisors | 0.25% | Reduce -0.6% | 80,808 | $11.0M |
| IHT Wealth Management, LLC | 0.30% | Add +8.6% | 80,376 | $10.9M |
| National Bank of Canada | 0.01% | Reduce -5.1% | 80,276 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.23% | Reduce -0.6% | 80,175 | $10.9M |
| MSH Capital Advisors LLC | 3.10% | Add +6.6% | 79,205 | $10.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 3.84% | Reduce -5.1% | 78,799 | $10.7M |
| Sage Rhino Capital LLC | 2.25% | Reduce -6.2% | 78,470 | $10.7M |
| Cwm, LLC | 0.04% | Reduce -5.7% | 77,956 | $10.6M |
| Precedent Wealth Partners, LLC | 2.54% | Reduce -0.3% | 76,372 | $10.4M |
| Cerity Partners LLC | 0.02% | Reduce -7.5% | 76,233 | $10.3M |
| Confluence Investment Management LLC | 0.14% | New | 75,270 | $10.2M |
| Kitching Partners, LLC | 10.27% | Add +3.4% | 74,269 | $10.1M |
| Blair William & Co. | 0.03% | Add +0.1% | 72,284 | $9.8M |
| Greenleaf Trust | 0.09% | Reduce -0.4% | 72,272 | $9.8M |
| O'Dell Group, LLC | 2.40% | Reduce -2.0% | 70,794 | $9.6M |
| Destiny Wealth Partners, LLC | 1.27% | Add +1.4% | 69,821 | $9.5M |
| CX Institutional | 0.33% | Add +3.6% | 69,530 | $9.4M |
| Wealthspire Retirement, LLC | 0.60% | Add +281.9% | 66,655 | $9.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -0.3% | 66,230 | $9.0M |
| Gunma Bank,Ltd. | 2.89% | No change | 65,300 | $8.9M |
| NewEdge Advisors, LLC | 0.05% | Add +3.5% | 65,223 | $8.9M |
| Brown Advisory Inc. | 0.01% | Reduce -2.0% | 64,050 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +116.9% | 63,226 | $8.6M |
| First National Corp. /Ma/ | 1.73% | Reduce -0.3% | 63,115 | $8.6M |
| Strategic Family Wealth Counselors, L.L.C. | 2.38% | Add +4.1% | 61,592 | $8.4M |
| Simmons Bank | 0.59% | Reduce -2.5% | 61,306 | $8.3M |
| Moneco Advisors, LLC | 0.77% | Add +0.4% | 61,117 | $8.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.43% | Reduce -38.7% | 61,066 | $8.3M |
| Apexium Financial, LP | 0.44% | Reduce -6.1% | 61,019 | $8.3M |
| M&T Bank Corp | 0.03% | Add +0.2% | 60,434 | $8.2M |
| Wellspring Financial Advisors, LLC | 0.73% | Reduce -9.7% | 60,366 | $8.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.1% | 60,071 | $8.2M |
| Fifth Third Wealth Advisors LLC | 0.34% | Add +1.9% | 59,967 | $8.1M |
| Composition Wealth, LLC | 0.13% | Add +5.8% | 59,039 | $8.0M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -1.8% | 58,519 | $7.9M |
| Cornerstone Wealth Management, LLC | 0.47% | Add +0.6% | 57,299 | $7.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +3.3% | 57,041 | $7.7M |
| Mission Wealth Management, LP | 0.17% | Reduce -7.5% | 57,035 | $7.7M |
| Franklin Resources Inc. | 0.00% | Reduce -4.1% | 55,107 | $7.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +0.6% | 53,638 | $7.3M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -7.1% | 53,407 | $7.2M |
| Whitegate Investment Counselors, Inc. | 2.46% | Reduce -2.9% | 53,283 | $7.2M |
| Ieq Capital, LLC | 0.04% | Reduce -45.8% | 52,633 | $7.1M |
| Merit Financial Group, LLC | 0.08% | Add +2.7% | 52,518 | $7.1M |
| Private Wealth Group, LLC | 3.72% | Add +7.2% | 51,574 | $7.0M |
| Aries Wealth Management | 1.82% | Reduce -1.7% | 51,429 | $7.0M |
| Aspen Grove Capital, LLC | 1.18% | No change | 51,207 | $7.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -2.7% | 49,027 | $6.7M |
| Americana Partners, LLC | 0.22% | Reduce -0.4% | 47,063 | $6.4M |
| Cornerstone Advisory, LLC | 0.67% | Reduce -0.2% | 46,203 | $6.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -15.8% | 45,185 | $6.1M |
| Climber Capital SA | 3.92% | No change | 46,537 | $6.1M |
| Smithfield Trust Co | 0.29% | Reduce -6.7% | 44,769 | $6.1M |
| Whittier Trust Co. of Nevada Inc. | 0.14% | Reduce -6.9% | 43,976 | $6.0M |
| Shulman DeMeo Asset Management LLC | 1.48% | Reduce -0.2% | 43,896 | $6.0M |
| American Money Management, LLC | 1.05% | Add +2.5% | 43,870 | $6.0M |
| Synovus Financial Corp. | 0.07% | Reduce -0.7% | 43,449 | $5.9M |
| TL Private Wealth | 2.44% | Add +1.5% | 42,658 | $5.9M |
| Balefire, LLC | 1.28% | Add +10.4% | 43,267 | $5.9M |
| Essex Financial Services, Inc. | 0.37% | Reduce -0.6% | 41,416 | $5.6M |
| Citizens Financial Group Inc. | 0.09% | Add +24.2% | 41,091 | $5.6M |
| Perennial Investment Advisors, LLC | 0.54% | Add +12.7% | 40,924 | $5.6M |
| Avalon Capital Management | 1.48% | Add +0.2% | 40,667 | $5.5M |
| Whittier Trust Co. | 0.07% | Reduce -11.7% | 40,557 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.27% | Reduce -1.3% | 40,117 | $5.5M |
| Deutsche Bank AG | 0.00% | Add +12.3% | 40,264 | $5.5M |
| Flagship Harbor Advisors, LLC | 0.26% | Reduce -1.9% | 40,107 | $5.4M |
| First Horizon Advisors, Inc. | 0.14% | Reduce -1.0% | 39,215 | $5.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +105.3% | 38,836 | $5.3M |
| Strategent Financial, LLC | 4.09% | Reduce -0.6% | 38,652 | $5.2M |
| CENTRAL TRUST Co | 0.12% | Reduce -3.3% | 38,606 | $5.2M |
| Regions Financial Corp. | 0.04% | Reduce -27.4% | 38,383 | $5.2M |
| Lido Advisors, LLC | 0.03% | Add +12.9% | 38,289 | $5.2M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -48.1% | 38,189 | $5.2M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.8% | 37,901 | $5.1M |
| Salomon & Ludwin, LLC | 0.51% | Reduce -0.7% | 37,131 | $5.1M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 37,625 | $5.1M |
| Sunbelt Securities, Inc. | 0.45% | Reduce -2.4% | 38,346 | $5.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.23% | Add +0.6% | 36,851 | $5.0M |
| Connecticut Wealth Management, LLC | 0.23% | Reduce -6.8% | 36,336 | $4.9M |
| Calydon Capital | 0.48% | Add +101.4% | 35,788 | $4.9M |
| 1834 Investment Advisors Co. | 0.61% | Reduce -17.6% | 35,539 | $4.8M |
| Westside Investment Management, Inc. | 0.89% | Add +3.3% | 35,175 | $4.8M |
| Pettyjohn, Wood & White, Inc. | 0.85% | Reduce -0.5% | 35,089 | $4.8M |
| Bessemer Group Inc. | 0.01% | Add +0.3% | 34,328 | $4.7M |
| Global Retirement Partners, LLC | 0.12% | — | 34,306 | $4.7M |
| Neumann Capital Management, LLC | 1.46% | Reduce -1.8% | 34,108 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +0.4% | 33,723 | $4.6M |
| Founders Grove Wealth Partners, LLC | 1.15% | Reduce -0.8% | 33,638 | $4.6M |
| Johnson & White Wealth Management, LLC | 2.25% | Reduce -3.0% | 32,950 | $4.5M |
| Firestone Capital Management | 1.05% | Reduce -5.8% | 32,909 | $4.5M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -0.1% | 32,088 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +30.4% | 32,141 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -3.9% | 30,930 | $4.2M |
| Sagespring Wealth Partners, LLC | 0.09% | Reduce -5.6% | 30,821 | $4.2M |
| Meridian Wealth Advisors, LLC | 0.65% | Add +3.1% | 30,338 | $4.1M |
| Valley Wealth Managers, Inc. | 0.30% | Reduce -1.9% | 30,309 | $4.1M |
| Mycio Wealth Partners, LLC | 0.94% | Add +0.7% | 29,919 | $4.1M |
| American Trust | 0.38% | Reduce -4.6% | 29,907 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +4.1% | 29,469 | $4.0M |
| ProVise Management Group, LLC | 0.32% | Reduce -11.9% | 29,462 | $4.0M |
| LifeSteps Financial, Inc. | 2.74% | Reduce -0.2% | 29,348 | $4.0M |
| Johnson Investment Counsel Inc. | 0.04% | Add +2.3% | 29,255 | $4.0M |
| Novem Group | 0.50% | Add +0.3% | 29,191 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +10.2% | 29,141 | $4.0M |
| Simon Quick Advisors, LLC | 0.20% | Add +2.2% | 29,037 | $3.9M |
| CW Advisors, LLC | 0.04% | Reduce -5.3% | 28,516 | $3.9M |
| NorthRock Partners, LLC | 0.10% | Reduce -7.5% | 28,335 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.8% | 28,087 | $3.8M |
| Allworth Financial LP | 0.02% | Add +6.2% | 27,993 | $3.8M |
| Lewis Asset Management, LLC | 1.78% | Add +12.6% | 27,933 | $3.8M |
| Forbes Financial Planning, Inc. | 2.53% | Reduce -27.9% | 27,543 | $3.7M |
| Canandaigua National Bank & Trust Co. | 0.34% | Reduce -2.5% | 27,148 | $3.7M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -2.9% | 26,972 | $3.7M |
| Larson Financial Group LLC | 0.15% | Add +1.8% | 26,968 | $3.7M |
| FDx Advisors, Inc. | 1.12% | Reduce -1.4% | 26,899 | $3.7M |
| Greenberg Financial Group | 1.37% | Add +3.2% | 23,937 | $3.6M |
| 1832 Asset Management L.P. | 0.01% | Reduce -14.6% | 26,498 | $3.6M |
| Citigroup Inc. | 0.00% | Add +5.5% | 26,441 | $3.6M |
| Meridian Financial Advisors, LLC | 2.31% | Add +6.6% | 26,277 | $3.6M |
| Dumont & Blake Investment Advisors LLC | 0.91% | Reduce -0.2% | 25,715 | $3.5M |
| FSA Wealth Management LLC | 1.34% | Reduce -2.1% | 25,336 | $3.4M |
| Arkadios Wealth Advisors | 0.10% | Add +24.9% | 25,266 | $3.4M |
| Denver Wealth Management, Inc. | 1.42% | Reduce -3.5% | 25,239 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -12.4% | 25,220 | $3.4M |
| Asset Management Group, Inc. | 0.60% | Add +0.7% | 25,215 | $3.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -6.0% | 25,200 | $3.4M |
| NorthCoast Asset Management LLC | 0.01% | Add +23.2% | 24,878 | $3.4M |
| Freestone Capital Holdings, LLC | 0.11% | Reduce -3.5% | 24,843 | $3.4M |
| Independence Bank of Kentucky | 0.47% | No change | 24,517 | $3.3M |
| Flow Traders U.S. LLC | 0.12% | Reduce -3.1% | 24,327 | $3.3M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.5% | 23,371 | $3.3M |
| Blueprint Financial Advisors LLC | 1.03% | New | 23,762 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Add +7.9% | 23,749 | $3.2M |
| Sage Capital Management, LLC | 1.54% | Reduce -2.8% | 23,638 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +35.5% | 23,637 | $3.2M |
| AA Financial Advisors, LLC | 0.69% | Reduce -20.0% | 23,461 | $3.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.3% | 23,300 | $3.2M |
| Graypoint LLC | 0.18% | Add +1.6% | 23,217 | $3.2M |
| Treasure Coast Financial Planning | 1.82% | Add +1.5% | 23,008 | $3.1M |
| Charles Schwab Trust Co | 0.23% | Reduce -16.6% | 22,734 | $3.1M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 22,561 | $3.1M |
| Mechanics Bank Trust Department | 0.44% | Reduce -15.9% | 22,539 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.43% | Add +4.6% | 22,373 | $3.0M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.9% | 22,286 | $3.0M |
| Advisory Services Network, LLC | 0.05% | Add +5.6% | 21,793 | $3.0M |
| Snowden Capital Advisors LLC | 0.09% | Add +3.4% | 21,934 | $3.0M |
| Welch & Forbes LLC | 0.04% | No change | 21,900 | $3.0M |
| Blueprint Investment Partners LLC | 0.52% | New | 21,719 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +85.4% | 21,685 | $2.9M |
| Carnegie Investment Counsel | 0.06% | Reduce -2.4% | 21,636 | $2.9M |
| PFG Investments, LLC | 0.17% | Reduce -4.8% | 21,548 | $2.9M |
| Sugar Maple Asset Management, LLC | 2.25% | Reduce -22.9% | 21,272 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Reduce -15.7% | 21,218 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.9% | 21,225 | $2.9M |
| Roble, Belko & Company, Inc | 0.42% | Add +11.4% | 21,169 | $2.9M |
| FineMark National Bank & Trust | 0.10% | Reduce -8.1% | 21,144 | $2.9M |
| Narwhal Capital Management | 0.23% | No change | 20,989 | $2.8M |
| Strategy Asset Managers LLC | 0.53% | Add +5.2% | 20,826 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -2.4% | 20,677 | $2.8M |
| Brighton Jones LLC | 0.08% | Add +10.7% | 20,644 | $2.8M |
| Western Wealth Management, LLC | 0.16% | Reduce -1.5% | 20,128 | $2.7M |
| Planning Directions Inc. | 1.53% | Reduce -6.0% | 20,024 | $2.7M |
| Hillcrest Wealth Advisors - NY, LLC | 1.27% | Reduce -0.5% | 19,980 | $2.7M |
| Principle Wealth Partners LLC | 0.17% | Add +10.9% | 19,913 | $2.7M |
| PKS Advisory Services, LLC | 0.66% | Add +0.7% | 19,552 | $2.7M |
| Stephens Inc. | 0.04% | Reduce -12.5% | 19,534 | $2.7M |
| Ameritas Advisory Services, LLC | 0.14% | Reduce -53.4% | 19,401 | $2.6M |
| Capstone Wealth Management Group, LLC | 2.50% | Reduce -14.3% | 19,164 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.59% | Reduce -0.1% | 19,014 | $2.6M |
| Montag A & Associates Inc. | 0.13% | Reduce -6.2% | 18,977 | $2.6M |
| Argent Trust Co | 0.10% | No change | 18,806 | $2.6M |
| Choreo, LLC | 0.04% | Reduce -4.9% | 18,535 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.11% | — | 18,251 | $2.5M |
| New England Private Wealth Advisors LLC | 0.36% | Add +0.1% | 17,924 | $2.5M |
| Liberty One Investment Management, LLC | 0.25% | Add +0.7% | 18,179 | $2.5M |
| Visionary Wealth Advisors | 0.13% | Add +30.8% | 18,034 | $2.4M |
| Sachetta, LLC | 0.96% | Add +0.1% | 17,864 | $2.4M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -48.0% | 17,822 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -3.6% | 17,796 | $2.4M |
| Harbour Capital Advisors, LLC | 0.51% | Reduce -1.9% | 17,328 | $2.4M |
| Moloney Securities Asset Management, LLC | 0.29% | Reduce -9.2% | 17,381 | $2.4M |
| Apollon Wealth Management, LLC | 0.05% | Add +0.0% | 17,358 | $2.4M |
| Mgo One Seven LLC | 0.08% | Add +0.8% | 17,151 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +212.9% | 16,867 | $2.3M |
| Mutual Advisors, LLC | 0.06% | Add +2.4% | 16,360 | $2.3M |
| Simplicity Wealth,LLC | 0.09% | Add +390.3% | 16,291 | $2.2M |
| Retirement Investment Advisors, Inc. | 0.20% | Reduce -0.0% | 16,269 | $2.2M |
| Occidental Asset Management, LLC | 0.30% | No change | 16,227 | $2.2M |
| Stablepoint Partners, LLC | 0.37% | Add +0.8% | 16,169 | $2.2M |
| Fort Point Capital Partners LLC | 0.22% | Add +113.4% | 16,169 | $2.2M |
| Cozad Asset Management Inc. | 0.19% | Reduce -1.0% | 16,105 | $2.2M |
| Centennial Bank | 0.92% | Reduce -52.4% | 16,105 | $2.2M |
| Belpointe Asset Management LLC | 0.09% | Add +11.8% | 15,960 | $2.2M |
| Capula Management Ltd | 0.03% | New | 15,896 | $2.2M |
| Pines Wealth Management, LLC | 0.76% | Reduce -0.5% | 15,469 | $2.1M |
| Madison Asset Management, LLC | 0.02% | Reduce -1.1% | 15,613 | $2.1M |
| Aspiriant, LLC | 0.07% | No change | 15,564 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Add +0.5% | 15,561 | $2.1M |
| Investment Partners, LTD. | 0.80% | No change | 15,509 | $2.1M |
| PDS Planning, Inc | 0.16% | Reduce -5.0% | 15,407 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +18.3% | 15,375 | $2.1M |
| Tiaa Trust, National Association | 0.01% | Add +7.0% | 15,293 | $2.1M |
| Eagle Strategies LLC | 0.32% | Reduce -2.7% | 15,287 | $2.1M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Reduce -22.5% | 15,244 | $2.1M |
| Peak Asset Management, LLC | 0.37% | Add +0.6% | 14,962 | $2.0M |
| Evergreen Capital Management LLC | 0.06% | Add +1.4% | 14,836 | $2.0M |
| Aberdeen Wealth Management LLC | 1.34% | Add +0.0% | 14,819 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +0.0% | 14,730 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -2.4% | 14,574 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.71% | Reduce -0.2% | 14,569 | $2.0M |
| AQR Capital Management | 0.00% | Add +83.3% | 14,547 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -0.2% | 14,544 | $2.0M |
| Drucker Wealth 3.0, LLC | 0.38% | Reduce -4.2% | 14,240 | $2.0M |
| Ascent Group, LLC | 0.08% | Reduce -0.2% | 14,514 | $2.0M |
| Independent Financial Group, LLC | 0.05% | Add +30.5% | 14,514 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -37.4% | 14,506 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.41% | Reduce -1.4% | 14,255 | $1.9M |
| Union Savings Bank | 0.88% | Reduce -4.2% | 14,030 | $1.9M |
| Zhang Financial LLC | 0.09% | Reduce -15.8% | 14,122 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.3% | 14,116 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +5.2% | 14,060 | $1.9M |
| High Falls Advisors, Inc | 0.42% | Add +0.1% | 14,035 | $1.9M |
| Ellenbecker Investment Group | 0.30% | Reduce -0.7% | 13,858 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +0.6% | 13,795 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +20.9% | 13,765 | $1.9M |
| Arax Advisory Partners | 0.09% | Add +1603.3% | 13,712 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.28% | Reduce -1.9% | 13,655 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.9% | 13,616 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -10.2% | 13,469 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 1.02% | Reduce -0.1% | 13,455 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.82% | Reduce -3.4% | 13,385 | $1.8M |
| Coston, McIsaac & Partners | 0.46% | Reduce -3.9% | 13,114 | $1.8M |
| Haverford Trust Co | 0.02% | Add +3.5% | 13,028 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -63.2% | 12,803 | $1.7M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.9% | 12,777 | $1.7M |
| Providence First Trust Co | 0.61% | New | 12,753 | $1.7M |
| Sovran Advisors, LLC | 0.18% | Reduce -1.4% | 12,312 | $1.7M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -2.7% | 12,439 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -3.9% | 12,407 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.35% | Add +391.6% | 12,290 | $1.7M |
| Hollencrest Capital Management | 0.07% | No change | 12,267 | $1.7M |
| Cadence Bank | 0.11% | Reduce -0.4% | 12,183 | $1.7M |
| Ledyard National Bank | 0.16% | Reduce -3.1% | 12,177 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.14% | No change | 12,000 | $1.6M |
| IFG Advisory, LLC | 0.08% | Reduce -10.5% | 11,935 | $1.6M |
| Stonegate Investment Group, LLC | 0.04% | No change | 11,903 | $1.6M |
| TFG Advisers LLC | 0.55% | Add +0.9% | 11,868 | $1.6M |
| Investors Research Corp | 0.31% | Reduce -2.1% | 11,834 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -59.9% | 11,800 | $1.6M |
| One Wealth Map LLC | 0.88% | Add +14.3% | 11,541 | $1.6M |
| Councilor Wealth, LLC | 0.74% | Add +15.4% | 11,726 | $1.6M |
| Aspect Partners, LLC | 0.78% | Add +0.3% | 11,701 | $1.6M |
| Lodestar Private Asset Management LLC | 0.18% | Reduce -3.7% | 11,615 | $1.6M |
| SVB Wealth LLC | 0.08% | Reduce -34.0% | 11,518 | $1.6M |
| Bank Ozk | 0.60% | No change | 11,502 | $1.6M |
| White Pine Capital LLC | 0.50% | No change | 11,500 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +15.7% | 11,458 | $1.6M |
| Creekmur Asset Management LLC | 0.27% | Add +0.6% | 11,451 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +12.9% | 11,436 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +0.6% | 11,400 | $1.5M |
| Cooksen Wealth, LLC | 1.24% | Reduce -2.1% | 11,382 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -0.7% | 11,314 | $1.5M |
| Tufton Capital Management | 0.29% | Reduce -2.1% | 11,183 | $1.5M |
| Rebalance, LLC | 0.10% | Add +0.7% | 11,098 | $1.5M |
| Trust Co. of Vermont | 0.07% | Reduce -0.7% | 11,040 | $1.5M |
| Daymark Wealth Partners, LLC | 0.06% | Add +0.8% | 10,987 | $1.5M |
| GLOBALT Investments LLC / GA | 0.06% | Reduce -10.3% | 10,927 | $1.5M |
| Cadent Capital Advisors, LLC | 0.48% | Reduce -2.3% | 10,917 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -23.2% | 10,867 | $1.5M |
| McNaughton Wealth Management, LLC | 0.66% | Add +0.4% | 10,843 | $1.5M |
| Index Fund Advisors, Inc. | 0.08% | Reduce -12.2% | 10,752 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -9.8% | 10,729 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -0.0% | 10,757 | $1.4M |
| Jeppson Wealth Management, LLC | 0.50% | Reduce -0.5% | 10,595 | $1.4M |
| Ancora Advisors LLC | 0.03% | Add +0.1% | 10,555 | $1.4M |
| Hourglass Capital, LLC | 0.35% | Reduce -3.6% | 10,545 | $1.4M |
| Tyche Wealth Partners LLC | 0.29% | Reduce -5.2% | 10,527 | $1.4M |
| Forum Financial Management, LP | 0.02% | Reduce -3.5% | 10,510 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | Reduce -23.8% | 10,495 | $1.4M |
| Lansing Street Advisors | 0.42% | Reduce -49.3% | 10,458 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.1% | 10,263 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -1.5% | 10,218 | $1.4M |
| Destiny Capital Corp | 0.83% | No change | 10,191 | $1.4M |
| Pursue Wealth Partners LLC | 0.78% | No change | 10,146 | $1.4M |
| Bar Harbor Wealth Management | 0.09% | Reduce -0.6% | 10,123 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -2.2% | 10,041 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Add +15.9% | 9,905 | $1.3M |
| VeraBank, N.A. | 0.27% | New | 9,900 | $1.3M |
| Alpha Cubed Investments, LLC | 0.05% | Add +8.1% | 9,863 | $1.3M |
| Sage Mountain Advisors LLC | 0.09% | Reduce -2.2% | 9,830 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +0.1% | 9,749 | $1.3M |
| Keybank National Association | 0.00% | Reduce -5.7% | 9,680 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | No change | 9,643 | $1.3M |
| Axis Wealth Partners, LLC | 0.86% | Add +19.8% | 9,623 | $1.3M |
| Winebrenner Capital Management LLC | 1.05% | Add +1.5% | 9,607 | $1.3M |
| Altus Wealth Group LLC | 0.57% | Add +0.7% | 9,560 | $1.3M |
| Compass Ion Advisors, LLC | 0.14% | Add +0.2% | 9,501 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 9,476 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.54% | Add +0.1% | 9,471 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.13% | Reduce -1.4% | 9,437 | $1.3M |
| Flagstar Securities, Inc. | 0.35% | Reduce -6.0% | 9,437 | $1.3M |
| Summit Financial, LLC | 0.03% | Reduce -1.5% | 9,400 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -6.7% | 9,356 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +20.1% | 9,344 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.37% | Reduce -8.3% | 9,334 | $1.3M |
| SlateStone Wealth, LLC | 0.12% | Reduce -7.6% | 9,320 | $1.3M |
| Richwood Investment Advisors, LLC | 1.03% | Reduce -0.2% | 9,227 | $1.3M |
| Capital Analysts, LLC | 0.04% | Add +3.1% | 9,219 | $1.3M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -1.9% | 9,215 | $1.3M |
| Howard Wealth Management, LLC | 0.63% | Reduce -1.0% | 9,214 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.8% | 9,210 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +1.6% | 9,209 | $1.2M |
| Capital Advisors Inc. | 0.02% | Reduce -3.7% | 9,188 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,154 | $1.2M |
| Warner Financial, Inc. | 0.51% | Reduce -5.1% | 9,154 | $1.2M |
| Smith, Moore & Co. | 0.10% | Reduce -5.9% | 9,134 | $1.2M |
| Harbour Trust & Investment Management Co | 0.14% | Reduce -1.4% | 9,131 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.0% | 9,060 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -34.8% | 9,021 | $1.2M |
| Westmount Partners, LLC | 0.34% | Add +0.3% | 9,008 | $1.2M |
| Coastline Trust Co | 0.14% | No change | 9,005 | $1.2M |
| Pacific Sun Financial Corp | 0.64% | Reduce -4.2% | 8,988 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | Add +0.1% | 8,946 | $1.2M |
| VestGen Advisors, LLC | 0.05% | No change | 8,899 | $1.2M |
| Seamount Financial Group Inc. | 0.62% | Add +11.9% | 8,837 | $1.2M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +4.0% | 8,830 | $1.2M |
| Weaver Consulting Group | 0.33% | Add +6.3% | 8,788 | $1.2M |
| Blue Fin Capital, Inc. | 0.20% | Reduce -1.5% | 8,716 | $1.2M |
| Freedom Financial Partners LLC | 0.50% | Add +0.6% | 8,693 | $1.2M |
| Rathbones Group PLC | 0.01% | No change | 8,675 | $1.2M |
| Pps&v Asset Management Consultants, Inc. | 0.73% | No change | 8,573 | $1.2M |
| Agate Pass Investment Management, LLC | 0.47% | Reduce -0.1% | 8,516 | $1.2M |
| One Capital Management, LLC | 0.04% | Add +1.1% | 8,466 | $1.1M |
| 2UniFi Bank | 0.65% | Add +17.6% | 8,457 | $1.1M |
| Financial Management Network Inc. | 0.20% | Reduce -0.1% | 8,237 | $1.1M |
| Canal Capital Management, LLC | 0.18% | Add +106.8% | 8,328 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -25.7% | 8,273 | $1.1M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -15.7% | 8,244 | $1.1M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -0.6% | 8,194 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.28% | No change | 8,192 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.25% | Add +0.1% | 8,177 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +2.4% | 8,070 | $1.1M |
| American State Bank (Iowa) | 0.61% | Add +1.3% | 8,057 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 8,002 | $1.1M |
| STAR Financial Bank | 0.68% | Add +29.6% | 7,921 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -11.7% | 7,904 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.26% | Reduce -1.4% | 7,883 | $1.1M |
| Thomasville National Bank | 0.07% | Reduce -55.8% | 7,855 | $1.1M |
| Black Diamond Financial, LLC | 0.17% | Reduce -78.9% | 7,853 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +7012.7% | 7,824 | $1.1M |
| Cove Private Wealth, LLC | 0.38% | Add +9.5% | 7,818 | $1.1M |
| Kentucky Trust Co | 0.61% | Reduce -5.2% | 7,805 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -17.6% | 7,796 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 7,740 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -8.0% | 7,720 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.6% | 7,687 | $1.0M |
| Integrity Alliance, Llc. | 0.06% | Reduce -25.6% | 7,656 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -14.7% | 7,644 | $1.0M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -3.2% | 7,644 | $1.0M |
| Mitchell McLeod Pugh & Williams Inc. | 0.19% | Reduce -0.8% | 7,618 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | Add +21.4% | 7,497 | $1.0M |
| Moors & Cabot, Inc. | 0.05% | Add +15.1% | 7,298 | $990K |
| MAS Advisors LLC | 1.62% | Add +5.1% | 7,294 | $990K |
| BCS Private Wealth Management, Inc. | 0.37% | — | 7,290 | $989K |
| American Institute for Advanced Investment Management, LLP | 0.69% | No change | 7,185 | $975K |
| Cambridge Capital Management, LLC | 0.52% | Reduce -11.4% | 7,160 | $972K |
| Curbstone Financial Management Corp | 0.20% | Reduce -8.3% | 7,150 | $970K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -6.4% | 7,080 | $961K |
| O'Brien Wealth Partners LLC | 0.15% | Add +0.5% | 7,058 | $958K |
| Norden Group LLC | 0.10% | No change | 7,035 | $955K |
| Forza Wealth Management, LLC | 0.39% | New | 7,000 | $950K |
| Armstrong Advisory Group, Inc. | 0.07% | Reduce -7.4% | 6,924 | $940K |
| CreativeOne Wealth, LLC | 0.02% | Add +15.6% | 6,912 | $938K |
| Glenmede Investment Management, LP | 0.00% | — | 6,892 | $935K |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -1.1% | 6,862 | $931K |
| Northeast Financial Consultants Inc | 0.04% | Reduce -26.4% | 6,838 | $928K |
| Fifth Third Bancorp | 0.00% | Reduce -1.3% | 6,790 | $922K |
| RMR Wealth Builders | 0.08% | Add +0.7% | 6,767 | $918K |
| Intrua Financial, LLC | 0.13% | Add +2.5% | 6,752 | $916K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.7% | 6,736 | $914K |
| Certified Advisory Corp | 0.10% | Add +0.3% | 6,736 | $914K |
| Valeo Financial Advisors, LLC | 0.02% | Add +58.7% | 6,689 | $908K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -19.9% | 6,663 | $904K |
| HHM Wealth Advisors, LLC | 0.11% | No change | 6,575 | $892K |
| International Assets Investment Management, LLC | 0.07% | Reduce -33.8% | 6,539 | $888K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -2.9% | 6,537 | $887K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +15.8% | 6,518 | $885K |
| LaSalle St. Investment Advisors, LLC | 0.24% | Reduce -3.2% | 6,500 | $882K |
| Financial Advocates Investment Management | 0.07% | Reduce -91.5% | 6,472 | $879K |
| Greenhouse Wealth Management, LLC | 0.56% | Add +131.7% | 6,455 | $874K |
| NewEdge Wealth, LLC | 0.01% | Add +15.3% | 6,304 | $874K |
| Peoples Bank | 0.54% | Add +1.5% | 6,401 | $869K |
| SC&H Financial Advisors, Inc. | 0.15% | Reduce -9.9% | 6,392 | $868K |
| RFG Advisory, LLC | 0.02% | Reduce -9.5% | 6,336 | $860K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,322 | $858K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.4% | 6,316 | $857K |
| MKT Advisors LLC | 0.34% | Add +0.3% | 6,198 | $856K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -3.9% | 6,213 | $843K |
| Fiduciary Trust Co | 0.01% | Add +13.0% | 6,154 | $835K |
| Lake Street Private Wealth, LLC | 0.12% | Add +0.0% | 6,150 | $835K |
| Evoke Wealth, LLC | 0.02% | Add +182.5% | 6,150 | $835K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 6,123 | $831K |
| Semitam Bonam LLC | 0.78% | — | 6,090 | $827K |
| Heritage Financial Services, LLC | 0.08% | Add +1.2% | 6,085 | $826K |
| Agf Management Ltd. | 0.00% | Reduce -1.6% | 6,078 | $825K |
| New Century Financial Group, LLC | 0.96% | Reduce -2.3% | 6,050 | $821K |
| Payne Capital Management, LLC | 0.32% | Add +0.5% | 6,041 | $820K |
| Signaturefd, LLC | 0.01% | Reduce -1.9% | 6,039 | $820K |
| Taylor Financial Group, Inc. | 0.51% | No change | 6,024 | $818K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $818K |
| GEN Financial Management, INC. | 0.67% | No change | 6,009 | $816K |
| Glassman Wealth Services | 0.12% | No change | 6,003 | $815K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | No change | 6,002 | $815K |
| N.E.W. Advisory Services LLC | 0.08% | Reduce -42.1% | 6,001 | $815K |
| First Commonwealth Financial Corp | 0.18% | No change | 5,997 | $814K |
| Appleton Partners Inc. | 0.06% | Reduce -1.8% | 5,975 | $811K |
| Country Club Bank | 0.05% | No change | 5,956 | $806K |
| Glen Eagle Advisors, LLC | 0.12% | Reduce -7.7% | 5,919 | $803K |
| Nwam LLC | 0.05% | Reduce -83.7% | 5,855 | $801K |
| Interchange Capital Partners, LLC | 0.18% | Add +0.2% | 5,804 | $788K |
| Wood Tarver Financial Group, LLC | 0.24% | Reduce -1.4% | 5,793 | $786K |
| Curi Capital, LLC | 0.01% | Add +90.8% | 5,777 | $784K |
| Clarity Capital Partners LLC | 0.28% | Reduce -7.1% | 5,736 | $779K |
| Sandy Cove Advisors, LLC | 0.28% | Reduce -11.4% | 5,730 | $778K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -35.9% | 5,711 | $775K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -4.6% | 5,684 | $771K |
| SouthState Bank Corp | 0.03% | Reduce -8.8% | 5,654 | $767K |
| Benchmark Wealth Management, LLC | 0.34% | Reduce -0.9% | 5,636 | $765K |
| Garrison Point Advisors, LLC | 0.35% | Add +1.5% | 5,629 | $764K |
| United Bank | 0.29% | Reduce -0.5% | 5,622 | $763K |
| Parcion Private Wealth LLC | 0.05% | Reduce -28.2% | 5,616 | $762K |
| MWA Asset Management | 0.46% | Add +1.0% | 5,594 | $759K |
| Navis Wealth Advisors, LLC | 0.63% | Reduce -15.3% | 5,537 | $752K |
| Saxon Interests, Inc. | 0.35% | No change | 5,535 | $751K |
| Addison Capital Co | 0.26% | Reduce -4.2% | 5,518 | $749K |
| Astoria Portfolio Advisors LLC. | 0.21% | Add +22.7% | 5,359 | $748K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.6% | 5,497 | $746K |
| Beaumont Financial Advisors, LLC | 0.05% | Add +1.3% | 5,470 | $742K |
| Good Life Advisors, LLC | 0.05% | Reduce -2.3% | 5,440 | $738K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -1.5% | 5,402 | $733K |
| Accredited Investors Inc. | 0.04% | Add +10.0% | 5,390 | $732K |
| Ritholtz Wealth Management | 0.02% | Add +9.6% | 5,388 | $731K |
| Burns J W & Co. Inc. | 0.09% | Reduce -0.7% | 5,307 | $720K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 5,258 | $714K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -6.4% | 5,240 | $711K |
| Noesis Capital Mangement Corp. | 0.12% | Reduce -33.2% | 5,203 | $706K |
| LS Investment Advisors, LLC | 0.10% | No change | 5,200 | $706K |
| Atticus Wealth Management, LLC | 0.19% | No change | 5,185 | $704K |
| Purkiss Capital Advisors LLC | 0.39% | Reduce -5.9% | 5,185 | $704K |
| Cambridge Advisors Inc. | 0.15% | No change | 5,146 | $698K |
| SevenBridge Financial Group, LLC | 0.12% | Reduce -11.6% | 4,959 | $692K |
| Citadel Advisors | 0.00% | Reduce -25.6% | 5,093 | $691K |
| One Day In July LLC | 0.06% | Reduce -26.7% | 5,078 | $689K |
| Phillips Financial Management, LLC | 0.05% | No change | 5,059 | $687K |
| Capstone Wealth Management Group LLC | 0.50% | Add +4.8% | 5,056 | $686K |
| Triangle Securities Wealth Management | 0.17% | Reduce -16.6% | 5,035 | $683K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Add +2.3% | 5,026 | $682K |
| Evelyn Partners Asset Management Ltd | 0.17% | No change | 5,023 | $682K |
| OneAscent Financial Services LLC | 0.05% | Add +21.0% | 4,893 | $675K |
| Mather Group, Llc. | 0.01% | Add +11.9% | 4,956 | $673K |
| Intellus Advisors LLC | 0.10% | Reduce -11.5% | 4,953 | $672K |
| AlphaStar Capital Management, LLC | 0.05% | Add +0.3% | 4,932 | $669K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.8% | 4,901 | $665K |
| Modera Wealth Management, LLC | 0.01% | Add +1.4% | 4,883 | $663K |
| Baker Tilly Wealth Management, LLC | 0.24% | No change | 4,877 | $662K |
| Private Trust Co. NA | 0.06% | Reduce -4.6% | 4,866 | $660K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $652K |
| Kaydan Wealth Management, Inc. | 0.21% | Reduce -5.2% | 4,790 | $650K |
| Ashford Advisors, LLC | 0.15% | Reduce -53.8% | 1,848 | $649K |
| Ehrlich Financial Group | 0.42% | Reduce -3.7% | 4,737 | $643K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -5.1% | 4,727 | $642K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 4,719 | $641K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.6% | 4,718 | $640K |
| Everhart Financial Group, Inc. | 0.07% | Add +217.4% | 4,713 | $640K |
| StoneX Group Inc. | 0.03% | Reduce -28.0% | 4,667 | $633K |
| Disciplined Investments, LLC | 0.27% | No change | 4,654 | $632K |
| Vident Advisory, LLC | 0.01% | No change | 4,649 | $631K |
| Sageworth Trust Co | 0.03% | Reduce -0.7% | 4,642 | $630K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 4,637 | $629K |
| Kovack Advisors, Inc. | 0.06% | Reduce -2.5% | 4,622 | $627K |
| LexAurum Advisors, LLC | 0.10% | Add +0.7% | 4,620 | $627K |
| Kwmg, LLC | 0.06% | No change | 4,619 | $627K |
| Berkeley, Inc | 0.22% | Reduce -1.0% | 4,607 | $625K |
| Patron Partners, LLC | 0.31% | Reduce -21.8% | 4,606 | $625K |
| James Investment Research, Inc. | 0.07% | No change | 4,580 | $622K |
| Alexander Labrunerie & Co., Inc. | 0.26% | No change | 4,542 | $616K |
| Private Wealth Advisors, LLC | 0.24% | Add +0.1% | 4,539 | $616K |
| United Bank | 0.07% | New | 4,529 | $615K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -4.0% | 4,527 | $614K |
| Horst & Graben Wealth Management LLC | 0.10% | Reduce -0.9% | 4,524 | $614K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -11.3% | 4,522 | $614K |
| Wedmont Private Capital | 0.03% | Add +0.6% | 4,422 | $613K |
| Trust Co. of Toledo NA | 0.07% | New | 4,499 | $611K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.4% | 4,485 | $609K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +1.2% | 4,463 | $606K |
| Investment Advisory Group, LLC | 0.18% | Reduce -3.4% | 4,460 | $605K |
| SRH Advisors, LLC | 0.18% | No change | 4,460 | $605K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +55.9% | 4,444 | $603K |
| Hengehold Capital Management LLC | 0.05% | Reduce -1.0% | 4,435 | $602K |
| Lion Street Advisors, LLC | 0.18% | Reduce -26.5% | 4,433 | $602K |
| Koshinski Asset Management, Inc. | 0.05% | Add +3.3% | 4,419 | $600K |
| Rossmore Private Capital | 0.07% | No change | 4,405 | $598K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 4,404 | $598K |
| Hilton Capital Management, LLC | 0.05% | No change | 4,390 | $596K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.8% | 4,314 | $596K |
| Algorithmic Investment Models, LLC | 0.41% | Add +102.9% | 4,384 | $595K |
| Martin Capital Partners, LLC | 0.23% | New | 4,346 | $590K |
| Missouri Trust & Investment Co | 0.19% | Reduce -0.7% | 4,300 | $584K |
| WealthBridge Capital Management, LLC | 0.15% | Add +3.5% | 4,264 | $579K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -3.4% | 4,248 | $577K |
| Ellis Investment Partners, LLC | 0.11% | Add +0.2% | 4,217 | $572K |
| Sutton Place Investors LLC | 0.34% | Reduce -0.2% | 4,217 | $572K |
| Jacobi Capital Management LLC | 0.04% | Add +0.3% | 4,208 | $571K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 4,206 | $571K |
| Holistic Financial Partners | 0.25% | Add +0.1% | 4,185 | $568K |
| First National Trust Co | 0.02% | No change | 4,178 | $567K |
| Garden State Investment Advisory Services LLC | 0.15% | Reduce -12.7% | 4,154 | $564K |
| My Legacy Advisors, LLC | 0.20% | Reduce -0.4% | 4,034 | $563K |
| Bond & Devick Financial Network, Inc. | 0.19% | Reduce -1.4% | 4,108 | $558K |
| IFP Advisors, Inc | 0.02% | Reduce -63.4% | 4,075 | $553K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.3% | 4,069 | $552K |
| Matrix Asset Advisors Inc. | 0.06% | Add +6.4% | 4,062 | $551K |
| Centaurus Financial, Inc. | 0.03% | Reduce -16.0% | 4,040 | $548K |
| Key Financial Inc | 0.11% | Reduce -6.5% | 4,029 | $547K |
| Beacon Bridge Wealth Partners, LLC | 0.22% | No change | 4,025 | $546K |
| Iron Gate Global Advisors LLC | 0.06% | Add +73.9% | 4,000 | $543K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.4% | 3,980 | $540K |
| Blue Trust, Inc. | 0.01% | Reduce -6.2% | 3,979 | $540K |
| O'ROURKE & COMPANY, Inc | 0.25% | Add +6.2% | 3,975 | $540K |
| Global Trust Asset Management, LLC | 0.29% | Add +0.1% | 3,959 | $537K |
| Harbor Asset Planning, Inc. | 0.51% | — | 3,917 | $532K |
| Asset Dedication, LLC | 0.04% | Add +0.3% | 3,893 | $528K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -2.8% | 3,870 | $525K |
| Global Financial Private Client, LLC | 0.20% | No change | 3,854 | $523K |
| Sowell Financial Services LLC | 0.02% | Reduce -12.9% | 3,840 | $521K |
| Genesis Private Wealth, LLC | 0.25% | Reduce -10.7% | 3,835 | $521K |
| Paragon Financial Partners, Inc. | 0.35% | Add +0.3% | 3,828 | $520K |
| Childress Capital Advisors, LLC | 0.13% | Reduce -8.8% | 3,825 | $519K |
| Magnus Financial Group LLC | 0.05% | Reduce -2.1% | 3,803 | $516K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -25.4% | 3,777 | $513K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -3.8% | 3,766 | $511K |
| MCF Advisors LLC | 0.03% | No change | 3,765 | $511K |
| Uhlmann Price Securities, LLC | 0.36% | Reduce -25.7% | 3,763 | $511K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -0.4% | 3,760 | $510K |
| TruNorth Capital Management, LLC | 0.11% | No change | 3,759 | $510K |
| Wealthcare Capital Partners, LLC | 0.26% | Reduce -2.4% | 3,753 | $509K |
| Selective Wealth Management, Inc. | 0.19% | Reduce -1.9% | 3,666 | $508K |
| LRI Investments, LLC | 0.04% | No change | 3,743 | $508K |
| Money Concepts Capital Corp. | 0.03% | Add +42.7% | 3,718 | $505K |
| Ascentis Wealth Management, LLC | 0.14% | Reduce -0.3% | 3,641 | $504K |
| New Hampshire Trust | 0.11% | Add +23.4% | 3,709 | $503K |
| Rodgers & Associates, LTD | 0.06% | No change | 3,700 | $502K |
| GHP Investment Advisors, Inc. | 0.02% | Add +16.6% | 3,694 | $501K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -10.5% | 3,694 | $501K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,687 | $500K |
| Truepoint, Inc. | 0.01% | No change | 3,677 | $499K |
| Kapstone Financial Advisors LLC | 0.25% | No change | 3,663 | $497K |
| Performance Wealth Partners, LLC | 0.02% | Add +1.2% | 3,656 | $496K |
| Beacon Bank & Trust | 0.11% | Reduce -9.0% | 3,651 | $496K |
| Almanack Investment Partners, LLC. | 0.08% | New | 3,641 | $494K |
| Indiana Trust & Investment Management Co | 0.16% | Reduce -2.0% | 3,629 | $493K |
| M3 Advisory Group, LLC | 0.34% | Add +0.3% | 3,624 | $492K |
| Fulton Bank, N.A. | 0.02% | Reduce -10.7% | 3,589 | $487K |
| Bay Capital Advisors, LLC | 0.37% | Reduce -45.5% | 3,587 | $487K |
| Crewe Advisors LLC | 0.07% | Reduce -0.7% | 3,554 | $482K |
| West Paces Advisors Inc. | 0.10% | No change | 3,502 | $475K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +6.7% | 3,501 | $475K |
| HSBC Holdings PLC | 0.00% | No change | 3,500 | $475K |
| Nicolet Bankshares Inc. | 0.08% | No change | 3,489 | $474K |
| Earned Wealth Advisors, LLC | 0.09% | Add +0.5% | 3,488 | $473K |
| Emprise Bank | 0.23% | No change | 3,474 | $472K |
| LJI Wealth Management, LLC | 0.08% | Reduce -1.9% | 3,453 | $469K |
| Arkos Global Advisors | 0.06% | No change | 3,442 | $467K |
| Nadler Financial Group, Inc. | 0.05% | Reduce -6.6% | 3,434 | $466K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 3,432 | $466K |
| Keel Point, LLC | 0.03% | New | 3,423 | $465K |
| Commerce Bank | 0.00% | Reduce -16.2% | 3,417 | $464K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | No change | 3,412 | $463K |
| Caliber Wealth Management, LLC / KS | 0.05% | Add +66.6% | 3,411 | $463K |
| D. E. Shaw & Co. | 0.00% | Add +27.3% | 3,399 | $461K |
| Pinnacle Financial Group, LLC / IL | 0.15% | Reduce -3.6% | 3,380 | $459K |
| Meritage Portfolio Management | 0.03% | No change | 3,359 | $456K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.2% | 3,351 | $455K |
| Financially Speaking Inc | 0.30% | New | 3,337 | $453K |
| Sound Income Strategies, LLC | 0.03% | Add +8039.0% | 3,337 | $453K |
| Serenus Wealth Advisors, LLC | 0.08% | Add +0.1% | 3,313 | $450K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 3,310 | $449K |
| DHJJ Financial Advisors, Ltd. | 0.16% | No change | 3,302 | $448K |
| Quadcap Wealth Management, LLC | 0.06% | No change | 3,287 | $446K |
| HTG Investment Advisors, Inc. | 0.16% | Add +2.6% | 3,265 | $443K |
| WFA of San Diego, LLC | 0.33% | — | 3,252 | $441K |
| Values Added Financial LLC | 0.21% | Reduce -1.8% | 3,252 | $441K |
| Matrix Private Capital Group LLC | 0.26% | Reduce -5.8% | 3,251 | $441K |
| M1 Capital Management LLC | 0.22% | Add +0.2% | 3,244 | $440K |
| Sawgrass Asset Management LLC | 0.05% | No change | 3,240 | $440K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,230 | $438K |
| Private Management Group Inc. | 0.01% | Reduce -9.0% | 3,203 | $435K |
| Adamsbrown Wealth Consultants LLC | 0.13% | Reduce -8.3% | 3,199 | $434K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 3,179 | $431K |
| Archer Investment Corp | 0.10% | Add +0.7% | 3,172 | $431K |
| Kanawha Capital Management LLC | 0.03% | Reduce -3.1% | 3,167 | $430K |
| Lakewood Asset Management LLC | 0.29% | No change | 3,156 | $428K |
| Fortitude Family Office, LLC | 0.14% | No change | 3,155 | $428K |
| Fiduciary Family Office, LLC | 0.14% | Add +4.0% | 3,151 | $428K |
| Smith & Howard Wealth Management, LLC | 0.11% | No change | 3,151 | $428K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -3.9% | 3,138 | $426K |
| SkyOak Wealth, LLC | 0.09% | Add +18.8% | 3,138 | $426K |
| Secure Asset Management, LLC | 0.08% | Add +0.0% | 3,132 | $425K |
| HUB Investment Partners, LLC | 0.01% | No change | 3,131 | $425K |
| Clarity Wealth Advisors, LLC | 0.10% | Add +0.1% | 3,113 | $423K |
| Creekside Partners | 0.20% | Add +0.3% | 3,095 | $420K |
| West Bancorporation Inc. | 0.27% | Reduce -20.1% | 3,091 | $420K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +4.6% | 3,082 | $418K |
| Equitable Trust Co. | 0.02% | Reduce -21.6% | 3,078 | $418K |
| Headinvest, LLC | 0.09% | No change | 3,043 | $413K |
| Mascagni Wealth Management, Inc. | 0.35% | No change | 3,042 | $413K |
| Resolute Wealth Strategies, LLC | 0.22% | Add +0.4% | 3,042 | $413K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -9.0% | 3,022 | $410K |
| Midwest Financial Group LLC | 0.22% | Add +0.7% | 3,020 | $410K |
| Parallel Advisors, LLC | 0.01% | Reduce -10.2% | 3,016 | $409K |
| WESCAP Management Group, Inc. | 0.09% | No change | 3,013 | $409K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -12.6% | 3,012 | $409K |
| ICONIQ Capital, LLC | 0.01% | Reduce -2.0% | 3,005 | $408K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +21.4% | 2,969 | $403K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -0.2% | 2,950 | $400K |
| Berger Financial Group, Inc | 0.03% | Reduce -1.2% | 2,939 | $399K |
| Foster Group, Inc. | 0.01% | No change | 2,936 | $399K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $399K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,922 | $397K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 2,915 | $396K |
| River Wealth Advisors LLC | 0.05% | No change | 2,899 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,892 | $393K |
| Revisor Wealth Management LLC | 0.14% | Add +0.6% | 2,796 | $390K |
| Venture Visionary Partners LLC | 0.01% | Add +37.7% | 2,863 | $389K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +16.2% | 2,863 | $389K |
| King Wealth Management Group | 0.05% | No change | 2,847 | $386K |
| NTV Asset Management LLC | 0.05% | No change | 2,827 | $384K |
| Atlas Private Wealth Advisors | 0.05% | Reduce -1.4% | 2,826 | $384K |
| My Personal CFO, LLC | 0.17% | No change | 2,800 | $380K |
| AlphaCore Capital LLC | 0.01% | Add +328.6% | 2,790 | $379K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.0% | 2,780 | $377K |
| Schnieders Capital Management LLC | 0.07% | No change | 2,759 | $374K |
| Round Rock Advisors LLC | 0.06% | Reduce -19.5% | 2,758 | $374K |
| Gen-Wealth Partners Inc | 0.14% | No change | 2,757 | $374K |
| Maridea Wealth Management LLC | 0.10% | No change | 2,748 | $373K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.1% | 2,740 | $372K |
| Independent Advisor Alliance | 0.01% | No change | 2,729 | $370K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 2,724 | $370K |
| YANKCOM Partnership | 0.18% | No change | 2,715 | $369K |
| Albion Financial Group | 0.02% | No change | 2,715 | $369K |
| Harfst & Associates, Inc. | 0.08% | No change | 2,695 | $366K |
| BIP Wealth, LLC | 0.02% | No change | 2,692 | $365K |
| S.E.E.D. Planning Group LLC | 0.11% | No change | 2,687 | $365K |
| KPP Advisory Services LLC | 0.06% | Reduce -1.8% | 2,684 | $364K |
| Apollon Financial, LLC | 0.08% | Add +0.0% | 2,682 | $364K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $364K |
| Shared Vision Wealth Group LLC | 0.18% | No change | 2,653 | $363K |
| United Advisor Group, LLC | 0.06% | Add +0.5% | 2,677 | $363K |
| GAMMA Investing LLC | 0.02% | Add +14.4% | 2,660 | $361K |
| McCarthy & Cox | 0.09% | Reduce -0.6% | 2,656 | $361K |
| Provident Wealth Management, LLC | 0.12% | Add +0.4% | 2,656 | $361K |
| LBMC Investment Advisors, LLC | 0.03% | Add +0.1% | 2,655 | $360K |
| Delta Capital Management LLC | 0.20% | No change | 2,650 | $360K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -34.2% | 2,650 | $360K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +0.0% | 2,644 | $359K |
| CGN Advisors LLC | 0.03% | Add +0.1% | 2,634 | $357K |
| Prairie Wealth Advisors, Inc. | 0.15% | New | 2,632 | $357K |
| Fiduciary Alliance LLC | 0.03% | Add +18.2% | 2,627 | $356K |
| Realta Investment Advisors | 0.14% | Add +0.3% | 2,622 | $356K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -3.8% | 2,612 | $355K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -3.6% | 2,610 | $354K |
| Aire Advisors, LLC | 0.07% | No change | 2,600 | $353K |
| Integrity Wealth Solutions LLC | 0.17% | Reduce -58.0% | 2,588 | $351K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 2,587 | $351K |
| Hardin Capital Partners, LLC | 0.21% | Add +19.2% | 2,541 | $351K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +3.1% | 2,584 | $351K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.2% | 2,583 | $351K |
| Hoge Financial Services, LLC | 0.22% | Reduce -2.8% | 2,581 | $350K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $350K |
| Berkshire Money Management, Inc. | 0.04% | No change | 2,570 | $349K |
| BXM Wealth LLC | 0.41% | No change | 2,570 | $349K |
| Gries Financial LLC | 0.06% | No change | 2,570 | $349K |
| Financial Partners Group, Inc | 0.05% | Reduce -48.9% | 2,554 | $347K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.2% | 2,550 | $346K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,550 | $346K |
| Greenwich Wealth Management LLC | 0.02% | Add +7.5% | 2,521 | $342K |
| Clarius Group, LLC | 0.02% | No change | 2,509 | $341K |
| Vertex Planning Partners, LLC | 0.07% | Add +0.4% | 2,505 | $340K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $337K |
| Hoffman, Alan N Investment Management | 0.17% | No change | 2,471 | $335K |
| Tsfg, LLC | 0.06% | Reduce -2.0% | 2,471 | $335K |
| Two Sigma Securities, LLC | 0.04% | Add +20.7% | 2,465 | $335K |
| VestGen Investment Management | 0.24% | Reduce -1.6% | 2,461 | $334K |
| Mainstream Capital Management LLC | 0.24% | Reduce -0.9% | 2,447 | $332K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -1.5% | 2,445 | $332K |
| Titleist Asset Management, LLC | 0.03% | No change | 2,429 | $330K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $329K |
| Eagle Global Advisors LLC | 0.01% | Reduce -12.1% | 2,406 | $327K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $326K |
| Cypress Capital Group | 0.04% | Reduce -4.0% | 2,395 | $325K |
| Lanark Financial, Inc. | 0.03% | Add +1.8% | 2,386 | $323K |
| Capital Squared Financial LLC | 0.38% | — | 2,378 | $323K |
| West Michigan Advisors, LLC | 0.09% | Add +0.2% | 2,377 | $323K |
| Redwood Park Advisors LLC | 0.25% | Add +0.1% | 2,374 | $322K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,358 | $320K |
| Boston Family Office LLC | 0.02% | Reduce -13.9% | 2,361 | $320K |
| Regal Investment Advisors LLC | 0.02% | Add +4.2% | 2,345 | $318K |
| Patten & Patten Inc. | 0.02% | Reduce -7.9% | 2,344 | $318K |
| Empower Advisory Group, LLC | 0.00% | Add +12.2% | 2,342 | $318K |
| Atalanta Sosnoff Capital, LLC | 0.01% | Reduce -7.7% | 2,338 | $317K |
| Wetzel Investment Advisors, Inc. | 0.15% | Reduce -60.8% | 2,333 | $317K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 2,318 | $315K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 2,310 | $314K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 2,310 | $314K |
| Worth Asset Management, LLC | 0.15% | Add +23.9% | 2,301 | $312K |
| Arthur M. Cohen & Associates, LLC | 0.06% | No change | 2,300 | $312K |
| Core Wealth Management, Inc. | 0.11% | No change | 2,298 | $312K |
| Rockbridge Investment Management, LCC | 0.03% | Add +0.0% | 2,293 | $311K |
| American National Bank & Trust | 0.03% | Reduce -18.3% | 2,292 | $311K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $310K |
| MidAtlantic Capital Management, Inc. | 0.22% | Reduce -8.3% | 2,274 | $309K |
| RiverFront Investment Group, LLC | 0.01% | Add +9.7% | 2,267 | $308K |
| HM Payson & Co. | 0.00% | No change | 2,261 | $307K |
| Novus Advisors, LLC | 0.47% | Reduce -31.9% | 2,257 | $306K |
| MTM Investment Management, LLC | 0.10% | No change | 2,250 | $305K |
| Element Wealth, LLC | 0.14% | No change | 2,221 | $301K |
| Fortune Financial Advisors, LLC | 0.24% | No change | 2,216 | $301K |
| Roundview Capital LLC | 0.02% | No change | 2,204 | $299K |
| Narus Financial Partners, LLC | 0.09% | No change | 2,200 | $299K |
| Mayport, LLC | 0.07% | No change | 2,200 | $299K |
| Caldwell Trust Co | 0.03% | No change | 2,197 | $298K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $296K |
| Carson Advisory Inc. | 0.19% | No change | 2,182 | $296K |
| Leo Wealth, LLC | 0.02% | Add +8.5% | 2,173 | $295K |
| Nalls Sherbakoff Group, LLC | 0.21% | No change | 2,172 | $295K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.7% | 2,169 | $294K |
| Vise Technologies, Inc. | 0.01% | — | 2,156 | $293K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,154 | $292K |
| QRG Capital Management, Inc. | 0.00% | Add +11.3% | 2,154 | $292K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -18.1% | 2,146 | $291K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -4.5% | 2,135 | $290K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +0.1% | 2,128 | $289K |
| RFG - Bristol Wealth Advisors, LLC | 0.09% | Add +0.3% | 2,126 | $289K |
| Founders Financial Securities LLC | 0.02% | Reduce -8.8% | 2,124 | $288K |
| Covenant Asset Management, LLC | 0.06% | No change | 2,123 | $288K |
| KOM Wealth Management Group, LLC | 0.23% | Add +0.1% | 2,113 | $287K |
| Colonial Trust Co / SC | 0.04% | Add +257.3% | 2,108 | $286K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +16.7% | 2,095 | $284K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 2,085 | $283K |
| Princeton Global Asset Management LLC | 0.05% | Add +27.6% | 2,082 | $283K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | Add +0.1% | 2,080 | $282K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,076 | $282K |
| Baugh & Associates, LLC | 0.15% | Reduce -8.7% | 2,135 | $281K |
| Fagan Associates, Inc. | 0.04% | Reduce -7.3% | 2,066 | $280K |
| Avant Financial Advisors LLC | 0.23% | No change | 2,065 | $280K |
| Family Legacy, Inc. | 0.09% | Reduce -3.5% | 2,061 | $280K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 2,054 | $279K |
| Wilkins Miller Wealth Management, LLC | 0.19% | Add +0.4% | 2,043 | $277K |
| Cascade Investment Group, Inc. | 0.19% | Reduce -2.4% | 2,043 | $277K |
| Veltria Advisors Corp. | 0.19% | New | 2,042 | $277K |
| GAMCO Investors | 0.00% | No change | 2,035 | $276K |
| McDonough Capital Management, Inc | 0.15% | Reduce -0.1% | 2,027 | $275K |
| Bailard, Inc. | 0.01% | No change | 2,027 | $275K |
| EPG Wealth Management LLC | 0.08% | Reduce -33.0% | 2,012 | $273K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $273K |
| Advisor Resource Council | 0.13% | Reduce -93.6% | 2,007 | $272K |
| Optimum Investment Advisors | 0.12% | No change | 2,004 | $272K |
| LM Advisors LLC | 0.04% | No change | 2,000 | $272K |
| Swmg, LLC | 0.09% | New | 1,956 | $272K |
| Modern Wealth Management, LLC | 0.01% | New | 2,000 | $271K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $271K |
| Traphagen Investment Advisors LLC | 0.03% | No change | 1,999 | $271K |
| Oldfather Financial Services, LLC | 0.09% | Add +8.5% | 1,994 | $271K |
| Formidable Asset Management, LLC | 0.05% | No change | 1,991 | $270K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.3% | 1,985 | $269K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 1,982 | $269K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,980 | $269K |
| Trilogy Capital Inc. | 0.01% | Reduce -14.0% | 1,978 | $268K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +23.1% | 1,973 | $268K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 1,972 | $268K |
| Capasso Planning Partners LLC | 0.15% | Reduce -14.6% | 1,953 | $265K |
| Collective Family Office LLC | 0.07% | No change | 1,948 | $264K |
| Providence Capital Advisors, LLC | 0.05% | New | 1,942 | $264K |
| AdvisorNet Financial, Inc | 0.02% | Add +52.3% | 1,942 | $264K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 1,941 | $263K |
| Howe & Rusling Inc. | 0.02% | Add +132.1% | 1,940 | $263K |
| KFA Private Wealth Group, LLC | 0.08% | Add +0.2% | 1,938 | $263K |
| Plancorp, LLC | 0.01% | Add +0.7% | 1,937 | $263K |
| Summit X, LLC | 0.05% | No change | 1,932 | $262K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $262K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $260K |
| Essex Bank | 0.06% | Add +0.5% | 1,915 | $260K |
| Calton & Associates, Inc. | 0.04% | New | 1,913 | $260K |
| Marshall Financial Group, LLC | 0.05% | No change | 1,884 | $260K |
| Old North State Wealth Management, LLC | 0.14% | Add +0.7% | 1,905 | $259K |
| Friday Financial | 0.13% | No change | 1,902 | $258K |
| Hall Capital Management Co. Inc. | 0.11% | No change | 1,900 | $258K |
| Pacific Point Advisors, LLC | 0.14% | No change | 1,896 | $257K |
| GWN Securities Inc. | 0.05% | Reduce -91.0% | 1,884 | $256K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.3% | 1,881 | $255K |
| Webster Bank, N. A. | 0.03% | No change | 1,880 | $255K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.2% | 1,876 | $255K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.2% | 1,856 | $252K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -46.6% | 1,844 | $250K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $247K |
| Cobblestone Capital Advisors LLC | 0.01% | New | 1,819 | $247K |
| Goldstein Advisors, LLC | 0.03% | No change | 1,815 | $246K |
| Condor Capital Management | 0.02% | No change | 1,815 | $246K |
| Quaker Wealth Management, LLC | 0.08% | — | 1,811 | $246K |
| Procyon Advisors, LLC | 0.02% | No change | 1,805 | $245K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,800 | $244K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -3.6% | 1,798 | $244K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +0.1% | 1,792 | $243K |
| Beacon Financial Advisory LLC | 0.06% | Add +0.2% | 1,755 | $238K |
| Godsey & Gibb, Inc. | 0.02% | Add +0.5% | 1,751 | $238K |
| Fiduciary Group, LLC | 0.02% | No change | 1,738 | $236K |
| Wallace Advisory Group, LLC | 0.17% | Add +0.2% | 1,734 | $235K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 1,725 | $234K |
| Arrow Financial Corp | 0.02% | Add +4.7% | 1,719 | $233K |
| Smith Salley Wealth Management | 0.01% | No change | 1,717 | $233K |
| Financial Insights, Inc. | 0.09% | No change | 1,714 | $233K |
| Thompson Davis & Co., Inc. | 0.16% | No change | 1,713 | $233K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 1,711 | $232K |
| Tompkins Financial Corp. | 0.02% | Reduce -15.2% | 1,705 | $231K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -7.0% | 1,702 | $231K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,695 | $230K |
| Joel Adams & Associates, Inc. | 0.20% | Reduce -19.2% | 1,689 | $229K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -5.5% | 1,685 | $229K |
| Riverstone Advisors, LLC | 0.12% | No change | 1,680 | $228K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $228K |
| Shoker Investment Counsel, Inc. | 0.07% | Add +0.2% | 1,670 | $227K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 1,670 | $227K |
| North Star Investment Management Corp. | 0.02% | No change | 1,663 | $226K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -36.3% | 1,663 | $226K |
| Loudon Investment Management, LLC | 0.12% | Reduce -24.5% | 1,651 | $224K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -5.4% | 1,615 | $223K |
| Seneca House Advisors | 0.09% | Add +0.7% | 1,625 | $221K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 1,625 | $221K |
| Rothschild Investment LLC | 0.01% | Reduce -13.6% | 1,624 | $220K |
| Gibson Capital, LLC | 0.04% | No change | 1,622 | $220K |
| True Link Financial Advisors, LLC | 0.02% | Reduce -51.9% | 1,622 | $220K |
| Headland Capital, LLC | 0.07% | New | 1,621 | $220K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $220K |
| Chancellor Financial Group WB LP | 0.17% | Reduce -0.6% | 1,612 | $219K |
| Center for Financial Planning, Inc. | 0.03% | No change | 1,609 | $218K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -16.0% | 1,607 | $218K |
| Bison Wealth, LLC | 0.02% | No change | 1,568 | $218K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $217K |
| Caerus Investment Advisors, LLC | 0.21% | No change | 1,600 | $217K |
| Future Financial Wealth Managment LLC | 0.15% | No change | 1,600 | $217K |
| Valley National Advisers Inc. | 0.04% | No change | 1,603 | $217K |
| Davidson Trust Co. | 0.10% | No change | 1,597 | $217K |
| Berkeley Capital Partners, LLC | 0.05% | Add +0.3% | 1,593 | $216K |
| Sequent Asset Management, LLC | 0.17% | No change | 1,570 | $213K |
| Gateway Wealth Partners, LLC | 0.04% | New | 1,567 | $213K |
| Augustine Asset Management Inc. | 0.06% | Reduce -6.1% | 1,562 | $212K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | New | 1,561 | $212K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 1,525 | $212K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,551 | $211K |
| Bangor Savings Bank | 0.02% | Reduce -0.5% | 1,551 | $211K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -14.3% | 1,551 | $211K |
| Financial Alternatives, Inc | 0.14% | New | 1,549 | $210K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,548 | $210K |
| Old National Bancorp | 0.00% | No change | 1,539 | $209K |
| City Holding Co. | 0.03% | Reduce -5.1% | 1,534 | $208K |
| Brio Consultants, LLC | 0.03% | Add +0.3% | 1,533 | $208K |
| Epiq Partners, LLC | 0.11% | Reduce -10.5% | 1,530 | $208K |
| Orin Green Financial, LLC | 0.09% | New | 1,522 | $207K |
| Garrett Wealth Advisory Group, LLC | 0.04% | Add +0.7% | 1,520 | $206K |
| Rollins Financial Advisors, LLC | 0.03% | Add +0.3% | 1,517 | $206K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,516 | $206K |
| BCS Wealth Management | 0.04% | New | 1,507 | $205K |
| Wealth Effects LLC | 0.08% | No change | 1,510 | $205K |
| Nicolet Advisory Services, LLC | 0.02% | New | 1,496 | $204K |
| Summit Wealth Partners, LLC | 0.04% | No change | 1,502 | $204K |
| Busey Bank | 0.01% | No change | 1,501 | $204K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | No change | 1,500 | $204K |
| Barclays PLC | 0.00% | New | 1,500 | $204K |
| Marion Wealth Management | 0.05% | Add +0.4% | 1,488 | $202K |
| Horan Securities, Inc. | 0.07% | New | 1,486 | $202K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 1,486 | $202K |
| Quantinno Capital Management LP | 0.00% | New | 1,483 | $201K |
| Lodestone Wealth Management LLC | 0.10% | New | 1,481 | $201K |
| Wrenne Financial Planning LLC | 0.09% | No change | 1,480 | $201K |
| GM Advisory Group, LLC | 0.01% | Reduce -3.1% | 1,477 | $201K |
| Global Wealth Management, LLC | 0.11% | New | 1,444 | $201K |
| Summit Asset Management, LLC | 0.03% | No change | 1,475 | $200K |
| LongView Wealth Management | 0.06% | New | 1,475 | $200K |
| Adirondack Trust Co. | 0.07% | No change | 1,460 | $198K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -2.7% | 1,425 | $193K |
| Hopwood Financial Services, Inc. | 0.15% | No change | 1,400 | $190K |
| WealthShield Partners, LLC | 0.02% | Add +1.3% | 1,387 | $188K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.6% | 1,314 | $178K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.5% | 1,304 | $177K |
| Versant Capital Management, Inc | 0.03% | No change | 1,292 | $175K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,286 | $175K |
| Luken Investment Analytics, LLC | 0.08% | No change | 1,287 | $175K |
| Choate Investment Advisors | 0.00% | New | 1,285 | $174K |
| Ballast Advisors LLC | 0.05% | Reduce -12.7% | 1,271 | $173K |
| Investment Research & Advisory Group, Inc. | 0.06% | Reduce -2.0% | 1,237 | $168K |
| Hurley Capital, LLC | 0.12% | Add +0.5% | 1,217 | $165K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 1,214 | $165K |
| Aventura Private Wealth, LLC | 0.07% | Reduce -34.6% | 1,188 | $161K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,180 | $160K |
| CoreCap Advisors, LLC | 0.01% | Add +0.5% | 1,177 | $160K |
| Nemes Rush Group LLC | 0.02% | Add +0.5% | 1,161 | $158K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,148 | $156K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 1,091 | $148K |
| Consultiva Wealth Management, Corp. | 0.45% | No change | 1,078 | $146K |
| Boreal Capital Management LLC | 0.14% | — | 1,068 | $145K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.0% | 1,064 | $144K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.7% | 1,028 | $140K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +14.3% | 1,026 | $139K |
| Mechanics Financial Corp | 0.06% | No change | 1,000 | $136K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,000 | $136K |
| Operose Advisors LLC | 0.04% | No change | 994 | $135K |
| Centricity Wealth Management, LLC | 0.11% | No change | 977 | $133K |
| Nvwm, LLC | 0.03% | Reduce -0.4% | 975 | $132K |
| Atlantic Union Bankshares Corp | 0.00% | New | 970 | $132K |
| North Capital, Inc. | 0.10% | Add +0.6% | 866 | $118K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 852 | $116K |
| Horizons Wealth Management | 0.08% | No change | 850 | $115K |
| Hilltop National Bank | 0.03% | — | 842 | $114K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.04% | No change | 837 | $114K |
| Activest Wealth Management | 0.03% | Reduce -15.5% | 823 | $112K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $111K |
| IAG Wealth Partners, LLC | 0.01% | No change | 815 | $111K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $104K |
| Bristlecone Advisors, LLC | 0.01% | No change | 768 | $104K |
| BankPlus Trust Department | 0.03% | No change | 765 | $104K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -30.2% | 757 | $103K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +135.2% | 741 | $101K |
| Beacon Capital Management, LLC | 0.01% | Reduce -21.7% | 741 | $101K |
| Zions Bancorporation, National Association | 0.01% | Add +35.6% | 732 | $99K |
| Anchor Investment Management, LLC | 0.01% | No change | 706 | $96K |
| Bernard Wealth Management Corp. | 0.04% | No change | 694 | $94K |
| MGB Wealth Management, LLC | 0.03% | Add +55.7% | 693 | $94K |
| GoalVest Advisory LLC | 0.02% | No change | 685 | $93K |
| Delta Asset Management LLC | 0.01% | Reduce -1.5% | 653 | $89K |
| Nordwand Advisors, LLC | 0.01% | New | 640 | $87K |
| Painted Porch Advisors LLC | 0.03% | No change | 622 | $84K |
| Armor Investment Advisors, LLC | 0.03% | No change | 620 | $84K |
| FWL Investment Management, LLC | 0.03% | Add +2.0% | 616 | $84K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 587 | $80K |
| Grove Bank & Trust | 0.01% | No change | 582 | $79K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +196.4% | 575 | $78K |
| Kiker Wealth Management, LLC | 0.04% | Reduce -66.1% | 572 | $78K |
| Inlight Wealth Management, LLC | 0.04% | No change | 559 | $76K |
| Biltmore Family Office, LLC | 0.01% | Add +57.1% | 550 | $75K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $73K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 520 | $71K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $70K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $69K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $67K |
| NFSG Corp | 0.01% | Reduce -0.8% | 492 | $67K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -22.3% | 481 | $65K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $64K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $64K |
| Silicon Valley Capital Partners | 0.01% | Add +97.4% | 450 | $61K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -9.5% | 449 | $61K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 441 | $60K |
| West Oak Capital, LLC | 0.03% | No change | 425 | $58K |
| Addison Advisors LLC | 0.01% | Add +62.8% | 415 | $56K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $56K |
| Evolution Wealth Management Inc. | 0.07% | — | 404 | $55K |
| Dagco, Inc. | 0.02% | No change | 400 | $54K |
| Financial Perspectives, Inc | 0.02% | New | 398 | $54K |
| Exchange Traded Concepts, LLC | 0.00% | New | 389 | $53K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 383 | $52K |
| Garde Capital, Inc. | 0.00% | No change | 382 | $52K |
| Eastern Bank | 0.00% | No change | 382 | $52K |
| Capital Investment Counsel, Inc | 0.01% | No change | 370 | $50K |
| Wealth Preservation Advisors, LLC | 0.03% | No change | 368 | $50K |
| Main Street Group, LTD | 0.02% | Reduce -41.2% | 361 | $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 |
| Kilter Group LLC | 0.03% | New | 350 | $48K |
| Bare Financial Services, Inc | 0.02% | No change | 342 | $46K |
| Briaud Financial Planning Inc | 0.02% | No change | 332 | $45K |
| Crews Bank & Trust | 0.01% | No change | 327 | $44K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $44K |
| Tucker Asset Management LLC | 0.01% | Reduce -13.3% | 325 | $44K |
| Rice Partnership, LLC | 0.01% | Reduce -23.6% | 324 | $44K |
| Total Investment Management Inc. | 0.01% | New | 320 | $43K |
| Parkside Financial Bank & Trust | 0.00% | No change | 314 | $43K |
| Pineridge Advisors LLC | 0.02% | No change | 306 | $42K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $42K |
| WFA Asset Management Corp | 0.02% | Add +0.6% | 321 | $41K |
| Private Wealth Asset Management, LLC | 0.01% | Add +1245.5% | 296 | $40K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 296 | $40K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $40K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $38K |
| ORG Partners LLC | 0.01% | No change | 270 | $37K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 265 | $36K |
| Founders Capital Management | 0.02% | Reduce -27.8% | 260 | $35K |
| Clark Wealth Partners | 0.02% | Add +0.8% | 252 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -84.3% | 250 | $34K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $34K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 250 | $34K |
| Avion Wealth | 0.01% | Add +23.4% | 248 | $33K |
| Hemington Wealth Management | 0.00% | No change | 249 | $33K |
| Riggs Asset Managment Co. Inc. | 0.01% | No change | 243 | $33K |
| Friedenthal Financial | 0.02% | Reduce -8.8% | 240 | $33K |
| Brooklyn Investment Group | 0.00% | New | 230 | $31K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $31K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 221 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -2.7% | 217 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $29K |
| Tower View Wealth Management LLC | 0.01% | Reduce -23.5% | 212 | $29K |
| Insight Inv LLC | 0.02% | New | 201 | $27K |
| Atwood & Palmer Inc. | 0.00% | Reduce -73.3% | 200 | $27K |
| 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 |
| American Capital Advisory, LLC | 0.01% | Reduce -3.7% | 180 | $24K |
| 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% | No change | 174 | $24K |
| Perritt Capital Management Inc | 0.01% | Add +0.6% | 173 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $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 |
| St Germain D J Co. Inc. | 0.00% | Add +181.1% | 149 | $20K |
| First Pacific Financial | 0.00% | No change | 141 | $19K |
| DecisionPoint Financial, LLC | 0.00% | New | 138 | $19K |
| Woodside Wealth Management LLC | 0.02% | No change | 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% | No change | 126 | $17K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 119 | $16K |
| Cornerstone Planning Group LLC | 0.00% | No change | 108 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 109 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 106 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -9.5% | 105 | $14K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 105 | $14K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 101 | $14K |
| Chilton Capital Management LLC | 0.00% | Add +329.2% | 103 | $14K |
| RMG Wealth Management LLC | 0.00% | — | 100 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $14K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 100 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $14K |
| Binnacle Investments Inc | 0.01% | No change | 100 | $14K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 100 | $14K |
| High Note Wealth, LLC | 0.00% | Add +1.1% | 94 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 90 | $12K |
| PrairieView Partners, LLC | 0.00% | No change | 95 | $12K |
| Fiduciary Advisors, Inc. | 0.01% | Reduce -15.7% | 86 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 85 | $12K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 84 | $11K |
| 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 |
| Rise Advisors, LLC | 0.00% | New | 65 | $9K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 64 | $9K |
| Copia Wealth Management | 0.01% | No change | 64 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 63 | $9K |
| Family Legacy Financial Solutions, LLC | 0.01% | — | 62 | $8K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -14.3% | 60 | $8K |
| Scarborough Advisors, LLC | 0.00% | New | 58 | $8K |
| Integrity Financial Corp | 0.00% | New | 57 | $8K |
| Ssa Swiss Advisors AG | 0.00% | Reduce -83.9% | 50 | $7K |
| Bank & Trust Co | 0.01% | No change | 50 | $7K |
| West Branch Capital LLC | 0.00% | No change | 40 | $5K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 36 | $5K |
| Richardson Capital Management LLC | 0.00% | No change | 34 | $5K |
| Compass Planning Associates Inc | 0.00% | No change | 31 | $4K |
| Broadwater Capital Management LLC | 0.00% | Add +13471.4% | 3,800 | $4K |
| Flagship Wealth Advisors, LLC | 0.00% | Reduce -75.7% | 28 | $4K |
| Keystone Global Partners, LLC | 0.00% | No change | 23 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Global Wealth Strategies & Associates | 0.00% | No change | 20 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 10 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 9 | $1K |
| Transce3nd, LLC | 0.00% | Add +300.0% | 4 | $543 |
| Financial Gravity Companies, Inc. | 0.00% | — | 2 | $271 |
| NewSquare Capital LLC | 0.00% | New | 1 | $95 |
"% 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.