SS SPDR S&P Dividend ETFSDYETF
13F holders, Q3 2025 (September 30)1,174holders −6
65new positions
62sold out
3famous investors
$140.00avg. 13F price*
At the end of Q3 2025, 1,174 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, down 6 from Q2 2025. 65 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($664.5M) and Raymond James Financial Inc. ($436.5M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $29.0M |
| Exits | 62 | $26.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,366,222 shares bought and 2,101,526 shares sold, net −735,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Bank of America Corp. | 0.08% | Reduce -0.7% | 7,356,574 | $1.0B |
| Morgan Stanley | 0.04% | Reduce -0.6% | 4,744,818 | $664.5M |
| Raymond James Financial Inc. | 0.14% | Reduce -0.5% | 3,116,544 | $436.5M |
| LPL Financial LLC | 0.12% | Add +0.7% | 3,031,473 | $424.6M |
| Joel Isaacson & Co., LLC | 13.48% | Add +0.8% | 2,667,060 | $373.5M |
| Royal Bank of Canada | 0.05% | Reduce -1.9% | 2,148,968 | $301.0M |
| Wells Fargo & Company | 0.06% | Reduce -2.8% | 2,037,033 | $285.3M |
| UBS Group AG | 0.05% | Add +10.5% | 1,732,685 | $242.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.2% | 1,552,981 | $217.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.9% | 1,395,059 | $195.4M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -10.4% | 1,085,812 | $152.1M |
| Richard Bernstein Advisors LLC | 4.12% | Reduce -3.3% | 1,039,379 | $144.3M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.0% | 966,738 | $135.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.9% | 951,759 | $133.3M |
| Cetera Investment Advisers | 0.13% | Add +13.3% | 792,925 | $111.0M |
| MAI Capital Management | 0.68% | Add +0.7% | 772,382 | $108.2M |
| Pathstone Holdings, LLC | 0.41% | Add +1.1% | 768,592 | $107.6M |
| Truist Financial Corp. | 0.14% | Reduce -7.7% | 747,741 | $104.7M |
| Destination Wealth Management | 2.69% | Reduce -0.1% | 698,199 | $97.8M |
| 1ST Source Bank | 4.49% | Reduce -16.9% | 607,596 | $85.1M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -5.8% | 603,939 | $84.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.7% | 584,204 | $81.8M |
| Capital Investment Advisors, LLC | 1.18% | Reduce -0.8% | 510,320 | $71.5M |
| HighTower Advisors, LLC | 0.08% | Add +1.2% | 487,954 | $68.3M |
| Osaic Holdings, Inc. | 0.09% | Reduce -8.7% | 479,776 | $67.6M |
| Creative Planning | 0.05% | Reduce -5.4% | 465,437 | $65.2M |
| Stifel Financial Corp. | 0.06% | Add +0.5% | 449,976 | $63.0M |
| Jones Financial Companies LLLP | 0.04% | Add +11.9% | 426,827 | $59.5M |
| Elk River Wealth Management LLC | 9.39% | Add +1.3% | 418,417 | $58.6M |
| MML Investors Services, LLC | 0.15% | Reduce -2.6% | 405,750 | $56.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +1.0% | 378,417 | $53.1M |
| J.Safra Asset Management Corp | 2.91% | Reduce -5.1% | 342,360 | $47.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 334,267 | $46.8M |
| Legacy Financial Group LLC | 5.31% | Add +1.1% | 289,628 | $40.6M |
| Marino, Stram & Associates LLC | 7.09% | Add +0.6% | 281,487 | $39.4M |
| Linscomb Wealth, Inc. | 1.68% | Reduce -2.0% | 278,363 | $39.0M |
| Clearstead Advisors, LLC | 0.57% | Reduce -1.0% | 277,169 | $38.8M |
| Moneta Group Investment Advisors LLC | 0.30% | Reduce -2.1% | 272,977 | $38.2M |
| Nan Shan Life Insurance Co., Ltd. | 0.74% | No change | 247,496 | $34.7M |
| Wolff Financial Management LLC | 8.04% | Add +3.8% | 247,239 | $34.6M |
| Rockefeller Capital Management L.P. | 0.07% | Add +6.3% | 245,596 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +5.5% | 238,804 | $33.4M |
| Coldstream Capital Management Inc. | 0.42% | Add +126.6% | 223,525 | $31.3M |
| Mariner, LLC | 0.04% | Add +2.5% | 220,817 | $30.9M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +7.8% | 216,449 | $30.3M |
| Flaharty Asset Management, LLC | 3.80% | Add +3.8% | 213,700 | $29.9M |
| Kestra Advisory Services, LLC | 0.14% | Add +26.4% | 212,097 | $29.7M |
| Lanham O'Dell & Company, Inc. | 8.87% | Add +85.2% | 198,967 | $27.9M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.9% | 196,979 | $27.6M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -4.4% | 196,119 | $27.5M |
| Bank of Montreal | 0.01% | Reduce -5.6% | 194,713 | $27.3M |
| Klingman & Associates, LLC | 1.37% | Reduce -0.7% | 193,866 | $27.2M |
| NWF Advisory Services Inc. | 2.86% | Add +2.1% | 186,117 | $26.1M |
| Benjamin Edwards Inc. | 0.29% | Reduce -2.3% | 183,386 | $25.7M |
| Graves Light Lenhart Wealth, Inc. | 2.83% | Reduce -3.9% | 182,363 | $25.5M |
| Jackson, Grant Investment Advisers, Inc. | 8.22% | Add +2.5% | 175,650 | $24.6M |
| Scotia Capital Inc. | 0.09% | Reduce -1.2% | 157,597 | $22.1M |
| Capital Advisors, Ltd. LLC | 2.32% | Reduce -0.0% | 146,482 | $20.5M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 137,149 | $19.2M |
| Equitable Holdings, Inc. | 0.13% | Add +7.6% | 125,712 | $17.6M |
| TigerOak Management, L.L.C. | 5.46% | Reduce -0.0% | 125,547 | $17.6M |
| United Capital Financial Advisors, LLC | 0.12% | Reduce -22.6% | 121,087 | $17.0M |
| FMR LLC | 0.00% | Add +5.0% | 118,631 | $16.6M |
| Comerica Bank | 0.06% | Reduce -0.8% | 116,937 | $16.4M |
| UMB Bank, n.a. | 0.24% | Reduce -1.9% | 114,412 | $16.0M |
| Midwest Trust Co | 0.20% | Reduce -1.9% | 110,741 | $15.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.0% | 108,418 | $15.2M |
| Associated Banc-Corp | 0.39% | Reduce -0.5% | 106,833 | $15.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +16.6% | 105,671 | $14.8M |
| Hubbell Strickland Wealth Management, LLC | 6.07% | Reduce -2.3% | 105,388 | $14.8M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +1.1% | 103,444 | $14.5M |
| Cwm, LLC | 0.04% | Add +31.3% | 102,350 | $14.3M |
| Prosperity Consulting Group, LLC | 0.70% | Reduce -3.8% | 101,849 | $14.3M |
| Bokf, NA | 0.21% | Reduce -7.8% | 101,457 | $14.2M |
| CRA Financial Services, LLC | 1.93% | Reduce -1.5% | 100,719 | $14.1M |
| &partners | 0.09% | Reduce -1.4% | 98,989 | $13.9M |
| Regent Peak Wealth Advisors LLC | 2.76% | — | 98,285 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 95,443 | $13.4M |
| Sard Wealth Management Group, LLC | 7.49% | Add +0.5% | 93,772 | $13.1M |
| KCM Investment Advisors LLC | 0.43% | Reduce -0.1% | 93,711 | $13.1M |
| US Bancorp \de | 0.02% | Reduce -1.0% | 93,625 | $13.1M |
| TD Private Client Wealth LLC | 0.29% | Reduce -4.9% | 93,300 | $13.1M |
| Northern Trust Corp. | 0.00% | Reduce -11.2% | 93,268 | $13.1M |
| Cibc World Market Inc. | 0.03% | Reduce -1.8% | 92,628 | $13.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.2% | 91,643 | $12.8M |
| Focus Partners Wealth | 0.02% | Reduce -21.4% | 91,475 | $12.8M |
| M&T Bank Corp | 0.04% | Add +50.2% | 90,748 | $12.7M |
| HB Wealth Management, LLC | 0.08% | Add +3.4% | 88,470 | $12.4M |
| Wesbanco Bank Inc. | 0.33% | Reduce -2.8% | 85,460 | $12.0M |
| Savant Capital, LLC | 0.07% | Add +0.3% | 84,710 | $11.9M |
| National Bank of Canada | 0.01% | Add +4.2% | 83,636 | $11.7M |
| NewEdge Advisors, LLC | 0.05% | Add +27.6% | 83,249 | $11.7M |
| NBT Bank, N.A. | 0.75% | Reduce -0.1% | 82,327 | $11.5M |
| MSH Capital Advisors LLC | 3.04% | Add +2.4% | 81,104 | $11.4M |
| Precedent Wealth Partners, LLC | 2.43% | Add +3.0% | 78,673 | $11.0M |
| Corient Private Wealth LP | 0.02% | Reduce -4.3% | 78,079 | $10.9M |
| IHT Wealth Management, LLC | 0.28% | Reduce -3.2% | 77,798 | $10.9M |
| Sage Rhino Capital LLC | 2.10% | Reduce -1.1% | 77,619 | $10.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -3.6% | 77,305 | $10.8M |
| Kitching Partners, LLC | 10.07% | Add +2.5% | 76,127 | $10.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 3.67% | Reduce -4.0% | 75,685 | $10.6M |
| Blair William & Co. | 0.03% | Add +2.5% | 74,080 | $10.4M |
| CX Institutional | 0.31% | Add +5.8% | 73,539 | $10.3M |
| World Investment Advisors | 0.21% | Reduce -9.1% | 73,461 | $10.3M |
| Cerity Partners LLC | 0.02% | Reduce -5.0% | 72,421 | $10.1M |
| Greenleaf Trust | 0.09% | Reduce -0.7% | 71,774 | $10.1M |
| O'Dell Group, LLC | 2.09% | Reduce -1.9% | 69,426 | $9.7M |
| Destiny Wealth Partners, LLC | 1.19% | Reduce -1.1% | 69,081 | $9.7M |
| Confluence Investment Management LLC | 0.14% | Reduce -9.9% | 67,791 | $9.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -0.2% | 66,089 | $9.3M |
| Wealthspire Retirement, LLC | 0.59% | Reduce -1.7% | 65,496 | $9.2M |
| Gunma Bank,Ltd. | 2.86% | No change | 65,300 | $9.1M |
| Brown Advisory Inc. | 0.01% | Add +0.2% | 64,157 | $9.0M |
| First National Corp. /Ma/ | 1.67% | Reduce -0.2% | 62,974 | $8.8M |
| Strategic Family Wealth Counselors, L.L.C. | 2.26% | Add +2.0% | 62,797 | $8.8M |
| Alliancebernstein L.P. | 0.00% | Add +3.9% | 62,406 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.17% | Reduce -2.0% | 61,951 | $8.7M |
| Oppenheimer & Co. Inc. | 0.11% | Add +8.1% | 61,654 | $8.6M |
| Fifth Third Wealth Advisors LLC | 0.32% | Add +2.7% | 61,576 | $8.6M |
| Simmons Bank | 0.57% | Reduce -1.2% | 60,579 | $8.5M |
| Moneco Advisors, LLC | 0.70% | Reduce -1.8% | 60,010 | $8.4M |
| Apexium Financial, LP | 0.41% | Reduce -1.7% | 59,965 | $8.4M |
| Wellspring Financial Advisors, LLC | 0.77% | Reduce -0.8% | 59,879 | $8.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.34% | Reduce -2.4% | 59,611 | $8.3M |
| Corsicana & Co. | 4.62% | — | 58,695 | $8.2M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +2.4% | 58,670 | $8.2M |
| Composition Wealth, LLC | 0.12% | Reduce -1.0% | 58,463 | $8.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +69.0% | 57,007 | $8.0M |
| Wealthspire Advisors, LLC | 0.04% | Add +5.1% | 56,128 | $7.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.4% | 54,417 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 53,626 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +9.1% | 53,494 | $7.5M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -9.0% | 53,276 | $7.5M |
| Whitegate Investment Counselors, Inc. | 2.44% | Reduce -0.5% | 52,998 | $7.4M |
| Mission Wealth Management, LP | 0.15% | Reduce -9.7% | 51,479 | $7.2M |
| Aries Wealth Management | 1.70% | No change | 51,429 | $7.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -50.1% | 50,605 | $7.1M |
| Aspen Grove Capital, LLC | 1.19% | Reduce -1.7% | 50,323 | $7.0M |
| Ieq Capital, LLC | 0.02% | Reduce -5.6% | 49,697 | $7.0M |
| Merit Financial Group, LLC | 0.06% | Reduce -6.2% | 49,267 | $6.9M |
| Private Wealth Group, LLC | 3.39% | Reduce -5.7% | 48,622 | $6.8M |
| Americana Partners, LLC | 0.20% | Add +0.4% | 47,271 | $6.6M |
| Meridian Wealth Advisors, LLC | 0.94% | Add +55.5% | 47,162 | $6.6M |
| Cornerstone Advisory, LLC | 0.64% | Reduce -0.1% | 46,177 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +0.3% | 45,344 | $6.4M |
| Smithfield Trust Co | 0.28% | Reduce -0.1% | 44,703 | $6.3M |
| Synovus Financial Corp. | 0.07% | Add +1.3% | 44,012 | $6.2M |
| Shulman DeMeo Asset Management LLC | 1.41% | Reduce -0.2% | 43,799 | $6.1M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Reduce -1.1% | 43,494 | $6.1M |
| American Money Management, LLC | 1.02% | Reduce -0.6% | 43,596 | $6.1M |
| Perennial Investment Advisors, LLC | 0.50% | Add +6.5% | 43,578 | $6.1M |
| Citizens Financial Group Inc. | 0.08% | Add +3.5% | 42,526 | $6.0M |
| Essex Financial Services, Inc. | 0.35% | Add +0.0% | 41,421 | $5.8M |
| Lido Advisors, LLC | 0.02% | Add +8.1% | 41,404 | $5.8M |
| TL Private Wealth | 2.27% | Reduce -3.9% | 40,990 | $5.7M |
| Sunbelt Securities, Inc. | 0.38% | Add +3.2% | 39,580 | $5.5M |
| First Horizon Corp. | 0.26% | — | 39,173 | $5.5M |
| Flagship Harbor Advisors, LLC | 0.24% | Reduce -2.9% | 38,927 | $5.5M |
| Regions Financial Corp. | 0.04% | Add +0.3% | 38,480 | $5.4M |
| Whittier Trust Co. | 0.06% | Reduce -6.2% | 38,045 | $5.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Reduce -1.8% | 38,149 | $5.3M |
| 1834 Investment Advisors Co. | 0.65% | Add +7.0% | 38,027 | $5.3M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.16% | Add +3.0% | 37,946 | $5.3M |
| Strategent Financial, LLC | 3.80% | Reduce -1.9% | 37,921 | $5.3M |
| Brown Brothers Harriman & Co. | 0.03% | Reduce -0.7% | 37,364 | $5.2M |
| Salomon & Ludwin, LLC | 0.45% | Reduce -3.8% | 35,731 | $5.0M |
| Westside Investment Management, Inc. | 0.80% | Add +1.6% | 35,753 | $5.0M |
| Pettyjohn, Wood & White, Inc. | 0.80% | Reduce -1.1% | 34,689 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +16.0% | 34,196 | $4.8M |
| Deutsche Bank AG | 0.00% | Reduce -16.4% | 33,639 | $4.7M |
| Founders Grove Wealth Partners, LLC | 1.09% | Reduce -1.9% | 33,001 | $4.6M |
| Firestone Capital Management | 1.00% | Add +0.2% | 32,965 | $4.6M |
| Neumann Capital Management, LLC | 1.35% | Reduce -3.5% | 32,900 | $4.6M |
| Johnson & White Wealth Management, LLC | 2.10% | Reduce -0.6% | 32,760 | $4.6M |
| Black Diamond Financial, LLC | 0.49% | Add +298.9% | 31,325 | $4.4M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -1.4% | 30,387 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +4.1% | 30,334 | $4.2M |
| Mycio Wealth Partners, LLC | 0.98% | Add +0.6% | 30,098 | $4.2M |
| Lewis Asset Management, LLC | 1.73% | Add +7.7% | 30,085 | $4.2M |
| Johnson Investment Counsel Inc. | 0.04% | Add +2.6% | 30,005 | $4.2M |
| Charles Schwab Trust Co | 0.28% | Add +31.5% | 29,898 | $4.2M |
| NorthRock Partners, LLC | 0.08% | Add +5.2% | 29,797 | $4.2M |
| American Trust | 0.35% | Reduce -0.9% | 29,626 | $4.1M |
| Valley Wealth Managers, Inc. | 0.27% | Reduce -2.5% | 29,553 | $4.1M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -8.0% | 29,523 | $4.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.18% | Reduce -82.0% | 29,460 | $4.1M |
| LifeSteps Financial, Inc. | 2.64% | Add +0.0% | 29,357 | $4.1M |
| Novem Group | 0.48% | Reduce -0.7% | 29,001 | $4.1M |
| Balefire, LLC | 0.81% | Reduce -33.0% | 28,974 | $4.1M |
| Ameritas Advisory Services, LLC | 0.26% | Add +47.2% | 28,555 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Reduce -8.9% | 28,176 | $3.9M |
| Elevation Point Wealth Partners, LLC | 0.27% | New | 28,143 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +28.9% | 27,962 | $3.9M |
| Allworth Financial LP | 0.02% | Reduce -0.6% | 27,816 | $3.9M |
| Prospera Financial Services Inc | 0.06% | Add +27.8% | 27,114 | $3.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -3.6% | 27,062 | $3.8M |
| 1832 Asset Management L.P. | 0.01% | Add +1.9% | 27,007 | $3.8M |
| Forbes Financial Planning, Inc. | 2.49% | Reduce -1.9% | 27,027 | $3.8M |
| Larson Financial Group LLC | 0.13% | Reduce -0.7% | 26,786 | $3.8M |
| Canandaigua National Bank & Trust Co. | 0.33% | Reduce -1.6% | 26,725 | $3.7M |
| Meridian Financial Advisors, LLC | 2.10% | Add +1.5% | 26,672 | $3.7M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -1.7% | 26,512 | $3.7M |
| CENTRAL TRUST Co | 0.08% | Reduce -31.5% | 26,436 | $3.7M |
| Shum Financial Group, Inc. | 2.72% | — | 26,070 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -2.0% | 25,921 | $3.6M |
| AQR Capital Management | 0.00% | Add +77.9% | 25,885 | $3.6M |
| Dumont & Blake Investment Advisors LLC | 0.88% | Add +0.5% | 25,855 | $3.6M |
| ProVise Management Group, LLC | 0.26% | Reduce -13.1% | 25,607 | $3.6M |
| Asset Management Group, Inc. | 0.58% | Add +0.6% | 25,364 | $3.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +0.4% | 25,300 | $3.5M |
| FSA Wealth Management LLC | 1.29% | Reduce -0.5% | 25,216 | $3.5M |
| Freestone Capital Holdings, LLC | 0.11% | Add +0.3% | 24,912 | $3.5M |
| Arkadios Wealth Advisors | 0.08% | Reduce -2.5% | 24,645 | $3.5M |
| FDx Advisors, Inc. | 1.03% | Reduce -6.7% | 25,102 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -2.5% | 24,581 | $3.4M |
| Independence Bank of Kentucky | 0.44% | No change | 24,517 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +2.3% | 24,170 | $3.4M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -16.8% | 24,147 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +3.1% | 24,015 | $3.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +3.3% | 24,137 | $3.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.2% | 23,843 | $3.3M |
| Blueprint Investment Partners LLC | 0.47% | Add +9.4% | 23,762 | $3.3M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -0.0% | 23,744 | $3.3M |
| Blueprint Financial Advisors LLC | 0.72% | Reduce -0.1% | 23,732 | $3.3M |
| Twin Focus Capital Partners, LLC | 0.42% | Add +5.3% | 23,555 | $3.3M |
| Sage Capital Management, LLC | 1.48% | Reduce -0.8% | 23,452 | $3.3M |
| AA Financial Advisors, LLC | 0.64% | Reduce -0.3% | 23,401 | $3.3M |
| Denver Wealth Management, Inc. | 1.20% | Reduce -7.8% | 23,274 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +6.2% | 23,153 | $3.2M |
| Treasure Coast Financial Planning | 1.80% | Add +0.0% | 23,017 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 22,579 | $3.2M |
| Mgo One Seven LLC | 0.07% | Add +31.6% | 22,563 | $3.2M |
| Bessemer Group Inc. | 0.00% | Reduce -34.6% | 22,447 | $3.1M |
| Legacy Advisors, LLC | 0.39% | — | 22,300 | $3.1M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -38.7% | 22,281 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -0.2% | 22,234 | $3.1M |
| Snowden Capital Advisors LLC | 0.08% | Add +0.5% | 22,035 | $3.1M |
| Welch & Forbes LLC | 0.04% | No change | 21,900 | $3.1M |
| PFG Investments, LLC | 0.16% | Reduce -0.4% | 21,470 | $3.0M |
| Carnegie Investment Counsel | 0.06% | Reduce -2.5% | 21,104 | $3.0M |
| Narwhal Capital Management | 0.22% | No change | 20,989 | $2.9M |
| Brighton Jones LLC | 0.07% | Add +1.5% | 20,953 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +1.1% | 20,909 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.6% | 20,674 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -35.9% | 20,598 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +1.9% | 20,503 | $2.9M |
| Strategy Asset Managers LLC | 0.51% | Reduce -2.3% | 20,355 | $2.9M |
| PKS Advisory Services, LLC | 0.65% | Add +2.5% | 20,047 | $2.8M |
| Principle Wealth Partners LLC | 0.16% | No change | 19,913 | $2.8M |
| Hillcrest Wealth Advisors - NY, LLC | 1.24% | Reduce -1.5% | 19,680 | $2.8M |
| Roble, Belko & Company, Inc | 0.37% | Reduce -7.6% | 19,565 | $2.7M |
| Stephens Inc. | 0.03% | No change | 19,534 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +41.1% | 19,427 | $2.7M |
| FineMark National Bank & Trust | 0.09% | Reduce -9.6% | 19,119 | $2.7M |
| Sugar Maple Asset Management, LLC | 1.91% | Reduce -10.6% | 19,022 | $2.7M |
| Choreo, LLC | 0.03% | Add +2.5% | 19,004 | $2.7M |
| Montag A & Associates Inc. | 0.12% | No change | 18,977 | $2.7M |
| Planning Directions Inc. | 1.38% | Reduce -5.5% | 18,927 | $2.7M |
| Citadel Advisors | 0.00% | Add +270.1% | 18,849 | $2.6M |
| Argent Trust Co | 0.09% | No change | 18,806 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | Reduce -45.6% | 18,645 | $2.6M |
| Capstone Wealth Management Group, LLC | 1.10% | Reduce -3.2% | 18,556 | $2.6M |
| Newman Dignan & Sheerar, Inc. | 0.56% | Reduce -3.2% | 18,407 | $2.6M |
| Visionary Wealth Advisors | 0.12% | Add +0.2% | 18,078 | $2.5M |
| Calydon Capital | 0.40% | Reduce -49.7% | 18,007 | $2.5M |
| New England Private Wealth Advisors LLC | 0.33% | Add +0.1% | 17,948 | $2.5M |
| Houlihan Financial Resource Group, Ltd. | 2.20% | Reduce -55.4% | 17,892 | $2.5M |
| Liberty One Investment Management, LLC | 0.14% | Reduce -1.8% | 17,857 | $2.5M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -0.3% | 17,762 | $2.5M |
| Harbour Capital Advisors, LLC | 0.51% | Add +2.2% | 17,705 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -0.9% | 17,642 | $2.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.10% | Reduce -5.3% | 17,275 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 16,798 | $2.4M |
| Mutual Advisors, LLC | 0.05% | Add +2.4% | 16,744 | $2.3M |
| Purkiss Capital Advisors LLC | 1.11% | Add +220.7% | 16,630 | $2.3M |
| Moloney Securities Asset Management, LLC | 0.28% | Reduce -4.5% | 16,594 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Add +5.2% | 16,371 | $2.3M |
| Evergreen Capital Management LLC | 0.05% | Add +10.1% | 16,333 | $2.3M |
| Retirement Investment Advisors, Inc. | 0.19% | Add +0.3% | 16,326 | $2.3M |
| Stablepoint Partners, LLC | 0.36% | Add +0.5% | 16,249 | $2.3M |
| Sachetta, LLC | 0.85% | Reduce -9.1% | 16,247 | $2.3M |
| Occidental Asset Management, LLC | 0.29% | No change | 16,227 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -6.5% | 16,223 | $2.3M |
| TRUE Private Wealth Advisors | 0.23% | New | 16,165 | $2.3M |
| Mechanics Bank Trust Department | 0.31% | Reduce -29.0% | 16,003 | $2.2M |
| Cozad Asset Management Inc. | 0.18% | Reduce -0.9% | 15,964 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +254.8% | 15,768 | $2.2M |
| Ferguson Wellman Capital Management, Inc. | 0.04% | Add +2.5% | 15,629 | $2.2M |
| Madison Asset Management, LLC | 0.02% | No change | 15,613 | $2.2M |
| Aspiriant, LLC | 0.07% | No change | 15,564 | $2.2M |
| Centennial Bank | 0.86% | Reduce -3.4% | 15,555 | $2.2M |
| Investment Partners, LTD. | 0.76% | No change | 15,509 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +64.8% | 15,495 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +5.5% | 15,305 | $2.1M |
| PDS Planning, Inc | 0.15% | Reduce -1.2% | 15,228 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | Reduce -4.8% | 15,189 | $2.1M |
| Buck Wealth Strategies, LLC | 0.29% | New | 14,904 | $2.1M |
| Peak Asset Management, LLC | 0.36% | Reduce -1.2% | 14,787 | $2.1M |
| Aberdeen Wealth Management LLC | 1.30% | Reduce -0.3% | 14,767 | $2.1M |
| Vanguard Group Inc. | 0.00% | Add +5.0% | 14,759 | $2.1M |
| Tiaa Trust, National Association | 0.01% | Reduce -3.8% | 14,718 | $2.1M |
| Capital Advisory Group Advisory Services, LLC | 0.64% | Add +0.1% | 14,584 | $2.0M |
| Spire Wealth Management | 0.07% | Add +0.0% | 14,579 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +12.4% | 14,365 | $2.0M |
| Integrated Advisors Network LLC | 0.08% | Reduce -1.4% | 14,344 | $2.0M |
| Eagle Strategies LLC | 0.27% | Reduce -6.5% | 14,288 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.8% | 14,228 | $2.0M |
| Zhang Financial LLC | 0.08% | Add +0.1% | 14,138 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.39% | Reduce -1.0% | 14,110 | $2.0M |
| Ellenbecker Investment Group | 0.29% | Add +0.4% | 13,918 | $1.9M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.1% | 13,765 | $1.9M |
| Pines Wealth Management, LLC | 0.65% | Reduce -11.4% | 13,706 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Reduce -0.8% | 13,548 | $1.9M |
| High Falls Advisors, Inc | 0.39% | Reduce -3.5% | 13,543 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Add +17.9% | 13,508 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -8.6% | 13,459 | $1.9M |
| Drucker Wealth 3.0, LLC | 0.33% | Reduce -6.0% | 13,378 | $1.9M |
| Ascent Group, LLC | 0.07% | Reduce -8.8% | 13,233 | $1.9M |
| Councilor Wealth, LLC | 0.85% | Add +11.1% | 13,030 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -3.4% | 13,006 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -0.2% | 12,999 | $1.8M |
| Roger Wittlin Investment Advisory, LLC | 0.99% | Reduce -5.0% | 12,778 | $1.8M |
| Principal Securities, Inc. | 0.03% | Reduce -7.6% | 12,741 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.7% | 12,701 | $1.8M |
| Redwood Wealth Management Group, LLC | 0.75% | Reduce -5.5% | 12,645 | $1.8M |
| Coston, McIsaac & Partners | 0.42% | Reduce -4.4% | 12,540 | $1.8M |
| VestGen Advisors, LLC | 0.06% | Add +39.0% | 12,370 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.5% | 12,341 | $1.7M |
| GreatBanc Trust CO | 1.18% | — | 12,338 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -19.8% | 12,328 | $1.7M |
| Tufton Capital Management | 0.31% | Add +9.9% | 12,295 | $1.7M |
| Hollencrest Capital Management | 0.06% | No change | 12,267 | $1.7M |
| Cooksen Wealth, LLC | 1.26% | Add +5.6% | 12,021 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 12,000 | $1.7M |
| Stonegate Investment Group, LLC | 0.04% | No change | 11,903 | $1.7M |
| Summit Wealth Group LLC / Co. | 0.18% | New | 20,695 | $1.7M |
| IFG Advisory, LLC | 0.08% | Reduce -0.8% | 11,834 | $1.7M |
| Ledyard National Bank | 0.15% | Reduce -3.0% | 11,814 | $1.7M |
| Farther Finance Advisors, LLC | 0.02% | Add +89.5% | 11,776 | $1.6M |
| Aspect Partners, LLC | 0.75% | Add +0.3% | 11,735 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Add +3.0% | 11,654 | $1.6M |
| Cadent Capital Advisors, LLC | 0.43% | Add +6.4% | 11,615 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +1.5% | 11,575 | $1.6M |
| Investors Research Corp | 0.30% | Reduce -2.6% | 11,530 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -7.3% | 11,528 | $1.6M |
| Bank Ozk | 0.57% | No change | 11,502 | $1.6M |
| One Wealth Map LLC | 0.85% | Add +1.3% | 11,693 | $1.6M |
| White Pine Capital LLC | 0.45% | Reduce -1.4% | 11,333 | $1.6M |
| Cadence Bank | 0.10% | Reduce -7.3% | 11,300 | $1.6M |
| Creekmur Asset Management LLC | 0.26% | Reduce -1.4% | 11,293 | $1.6M |
| Lodestar Private Asset Management LLC | 0.17% | Reduce -2.8% | 11,286 | $1.6M |
| Rebalance, LLC | 0.09% | Add +0.6% | 11,167 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.8% | 11,165 | $1.6M |
| Daymark Wealth Partners, LLC | 0.05% | Add +0.6% | 11,048 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | New | 10,842 | $1.5M |
| McNaughton Wealth Management, LLC | 0.64% | Reduce -0.8% | 10,754 | $1.5M |
| Trust Co. of Vermont | 0.07% | Reduce -2.6% | 10,750 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 10,729 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -1.5% | 10,700 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +0.1% | 10,571 | $1.5M |
| Strategic Blueprint, LLC | 0.06% | Add +0.3% | 10,528 | $1.5M |
| Tyche Wealth Partners LLC | 0.26% | Reduce -0.3% | 10,492 | $1.5M |
| Pallas Capital Advisors LLC | 0.05% | Add +13.8% | 10,478 | $1.5M |
| Jeppson Wealth Management, LLC | 0.46% | Reduce -1.9% | 10,395 | $1.5M |
| Lion Street Advisors, LLC | 0.50% | Add +165.7% | 11,777 | $1.5M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -5.6% | 10,315 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.1% | 10,270 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.1% | 10,226 | $1.4M |
| Pursue Wealth Partners LLC | 0.78% | No change | 10,146 | $1.4M |
| SVB Wealth LLC | 0.08% | Reduce -11.9% | 10,143 | $1.4M |
| Bar Harbor Wealth Management | 0.08% | Reduce -0.5% | 10,076 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Reduce -38.2% | 10,064 | $1.4M |
| VeraBank, N.A. | 0.26% | No change | 9,900 | $1.4M |
| Hourglass Capital, LLC | 0.31% | Reduce -6.2% | 9,895 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +1.2% | 9,868 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | No change | 9,830 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +72.0% | 9,820 | $1.4M |
| Winebrenner Capital Management LLC | 0.97% | Add +0.7% | 9,677 | $1.4M |
| Destiny Capital Corp | 0.74% | Reduce -5.1% | 9,673 | $1.4M |
| Altus Wealth Group LLC | 0.56% | Add +1.2% | 9,671 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.51% | Add +2.0% | 9,661 | $1.4M |
| Palisade Asset Management, LLC | 0.13% | No change | 9,643 | $1.4M |
| Axis Wealth Partners, LLC | 0.79% | Reduce -0.1% | 9,617 | $1.3M |
| Compass Ion Advisors, LLC | 0.13% | Add +0.5% | 9,546 | $1.3M |
| Dakota Wealth Management | 0.03% | No change | 9,476 | $1.3M |
| SlateStone Wealth, LLC | 0.11% | Add +1.3% | 9,441 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -4.8% | 9,429 | $1.3M |
| Capital Advisors Inc. | 0.02% | Add +2.4% | 9,412 | $1.3M |
| Sovran Advisors, LLC | 0.12% | Reduce -22.2% | 9,577 | $1.3M |
| Index Fund Advisors, Inc. | 0.06% | Reduce -13.3% | 9,320 | $1.3M |
| Verdence Capital Advisors LLC | 0.08% | Add +0.9% | 9,301 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.8% | 9,281 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.34% | Reduce -0.8% | 9,257 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.12% | Reduce -2.0% | 9,248 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.5% | 9,200 | $1.3M |
| Howard Wealth Management, LLC | 0.59% | Reduce -0.4% | 9,181 | $1.3M |
| Lansing Street Advisors | 0.34% | Reduce -12.3% | 9,171 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,154 | $1.3M |
| Warner Financial, Inc. | 0.48% | Add +0.0% | 9,156 | $1.3M |
| Richwood Investment Advisors, LLC | 1.00% | Reduce -1.1% | 9,122 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.08% | Add +0.0% | 9,062 | $1.3M |
| Capital Analysts, LLC | 0.04% | Reduce -2.0% | 9,031 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.35% | Add +2.1% | 9,017 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | No change | 8,988 | $1.3M |
| Harbour Trust & Investment Management Co | 0.13% | Reduce -1.6% | 8,987 | $1.3M |
| Coastline Trust Co | 0.13% | Reduce -1.6% | 8,859 | $1.2M |
| Freedom Financial Partners LLC | 0.47% | Add +1.9% | 8,855 | $1.2M |
| Westmount Partners, LLC | 0.32% | Reduce -2.1% | 8,820 | $1.2M |
| High Net Worth Advisory Group LLC | 0.29% | Reduce -2.2% | 8,752 | $1.2M |
| Weaver Consulting Group | 0.31% | Reduce -0.6% | 8,739 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Add +5.6% | 8,733 | $1.2M |
| Blue Fin Capital, Inc. | 0.19% | Reduce -0.1% | 8,705 | $1.2M |
| Rathbones Group PLC | 0.00% | No change | 8,675 | $1.2M |
| Fort Point Capital Partners LLC | 0.15% | Reduce -46.5% | 8,650 | $1.2M |
| Pps&v Asset Management Consultants, Inc. | 0.69% | No change | 8,573 | $1.2M |
| Golden State Wealth Management, LLC | 0.13% | Add +4.3% | 8,548 | $1.2M |
| Canal Capital Management, LLC | 0.18% | Add +2.5% | 8,537 | $1.2M |
| 2UniFi Bank | 0.60% | Add +0.8% | 8,523 | $1.2M |
| Atalanta Sosnoff Capital, LLC | 0.02% | Add +264.4% | 8,520 | $1.2M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -15.4% | 8,491 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +24.6% | 8,394 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Add +4.4% | 8,604 | $1.2M |
| Keybank National Association | 0.00% | Reduce -14.5% | 8,279 | $1.2M |
| Seamount Financial Group Inc. | 0.54% | Reduce -6.8% | 8,237 | $1.2M |
| GTS Securities LLC | 0.04% | New | 8,211 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.28% | No change | 8,192 | $1.1M |
| Agate Pass Investment Management, LLC | 0.44% | Reduce -3.8% | 8,191 | $1.1M |
| Caprock Group, LLC | 0.03% | — | 8,100 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +2.9% | 8,130 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +65.8% | 8,126 | $1.1M |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -1.0% | 8,095 | $1.1M |
| MAS Advisors LLC | 1.78% | Add +10.0% | 8,024 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 8,002 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +16.5% | 7,997 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -30.4% | 7,954 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.25% | Add +0.6% | 7,926 | $1.1M |
| Financial Management Network Inc. | 0.18% | Reduce -4.1% | 7,900 | $1.1M |
| Flagstar Securities, Inc. | 0.34% | Reduce -16.5% | 7,876 | $1.1M |
| Thomasville National Bank | 0.07% | No change | 7,855 | $1.1M |
| Cove Private Wealth, LLC | 0.35% | No change | 7,818 | $1.1M |
| Diversified Trust Co. | 0.02% | No change | 7,796 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 7,740 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.3% | 7,740 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +0.5% | 7,726 | $1.1M |
| American State Bank (Iowa) | 0.55% | Reduce -4.6% | 7,690 | $1.1M |
| Hilltop Holdings Inc. | 0.06% | Reduce -4.9% | 7,672 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 7,644 | $1.1M |
| Forum Financial Management, LP | 0.01% | Reduce -27.4% | 7,626 | $1.1M |
| Integrity Alliance, Llc. | 0.05% | Reduce -0.6% | 7,607 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +411.7% | 7,588 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.17% | Reduce -0.3% | 7,593 | $1.1M |
| Vawter Financial, Ltd. | 0.48% | New | 7,500 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -17.4% | 7,456 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | Reduce -1.7% | 7,372 | $1.0M |
| Two Sigma Investments, LP | 0.00% | New | 7,359 | $1.0M |
| Kentucky Trust Co | 0.55% | Reduce -6.5% | 7,300 | $1.0M |
| BCS Private Wealth Management, Inc. | 0.37% | No change | 7,290 | $1.0M |
| STAR Financial Bank | 0.60% | Reduce -8.1% | 7,281 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.66% | No change | 7,185 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +3.9% | 7,184 | $1.0M |
| Alpha Cubed Investments, LLC | 0.04% | Reduce -27.3% | 7,167 | $1.0M |
| Curbstone Financial Management Corp | 0.19% | No change | 7,150 | $1.0M |
| O'Brien Wealth Partners LLC | 0.13% | Add +0.5% | 7,093 | $993K |
| Norden Group LLC | 0.10% | No change | 7,035 | $985K |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -10.2% | 7,028 | $984K |
| Forza Wealth Management, LLC | 0.38% | No change | 7,000 | $980K |
| AMG National Trust Bank | 0.02% | Reduce -9.7% | 6,970 | $976K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -1.9% | 6,946 | $973K |
| Armstrong Advisory Group, Inc. | 0.07% | Add +0.0% | 6,925 | $970K |
| RMR Wealth Builders | 0.08% | Add +0.6% | 6,809 | $954K |
| Cambridge Capital Management, LLC | 0.45% | Reduce -5.9% | 6,740 | $944K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.4% | 6,713 | $940K |
| One Capital Management, LLC | 0.03% | Reduce -21.3% | 6,665 | $933K |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 6,660 | $933K |
| Certified Advisory Corp | 0.09% | Reduce -2.0% | 6,603 | $925K |
| Evoke Wealth, LLC | 0.02% | Add +7.0% | 6,579 | $921K |
| Intrua Financial, LLC | 0.11% | Reduce -2.6% | 6,579 | $921K |
| Retirement Planning Group, LLC | 0.03% | New | 6,536 | $915K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -0.1% | 6,533 | $915K |
| Greenhouse Wealth Management, LLC | 0.54% | Add +0.3% | 6,472 | $906K |
| International Assets Investment Management, LLC | 0.07% | No change | 6,539 | $903K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -3.8% | 6,407 | $897K |
| Moors & Cabot, Inc. | 0.04% | Reduce -12.3% | 6,404 | $897K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Reduce -1.6% | 6,398 | $896K |
| Peoples Bank | 0.54% | Reduce -1.3% | 6,318 | $885K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.8% | 6,271 | $878K |
| StoneX Group Inc. | 0.04% | Add +34.1% | 6,257 | $876K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 6,232 | $873K |
| Curi Capital, LLC | 0.02% | Add +7.8% | 6,226 | $872K |
| Signaturefd, LLC | 0.01% | Add +3.1% | 6,225 | $872K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.9% | 6,202 | $869K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.1% | 6,153 | $862K |
| Semitam Bonam LLC | 0.76% | No change | 6,090 | $853K |
| Glen Eagle Advisors, LLC | 0.12% | Add +2.6% | 6,076 | $851K |
| HHM Wealth Advisors, LLC | 0.10% | Reduce -8.1% | 6,045 | $847K |
| Payne Capital Management, LLC | 0.27% | Add +0.1% | 6,045 | $847K |
| First Commonwealth Financial Corp | 0.14% | Add +0.8% | 6,042 | $846K |
| Agf Management Ltd. | 0.00% | Reduce -0.7% | 6,033 | $845K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 6,024 | $844K |
| GEN Financial Management, INC. | 0.73% | Add +0.1% | 6,017 | $843K |
| Heritage Financial Services, LLC | 0.08% | Reduce -1.1% | 6,015 | $842K |
| Glassman Wealth Services | 0.12% | No change | 6,003 | $841K |
| Pension & Wealth Management Advisors, Inc. | 0.27% | No change | 6,002 | $841K |
| SC&H Financial Advisors, Inc. | 0.14% | Reduce -6.8% | 5,959 | $834K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 5,950 | $833K |
| Glenmede Investment Management, LP | 0.00% | Reduce -13.7% | 5,948 | $833K |
| Country Club Bank | 0.05% | No change | 5,956 | $830K |
| Appleton Partners Inc. | 0.06% | Reduce -1.0% | 5,915 | $828K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.6% | 5,906 | $827K |
| Smith, Moore & Co. | 0.06% | Reduce -35.5% | 5,896 | $826K |
| AlphaStar Capital Management, LLC | 0.07% | Add +18.7% | 5,854 | $820K |
| Nwam LLC | 0.04% | Reduce -0.7% | 5,815 | $815K |
| Turtle Creek Wealth Advisors, LLC | 0.07% | New | 5,817 | $815K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -0.7% | 5,765 | $807K |
| Wedbush Securities Inc. | 0.03% | Add +20.8% | 5,699 | $798K |
| Garrison Point Advisors, LLC | 0.33% | Add +0.8% | 5,673 | $794K |
| Navis Wealth Advisors, LLC | 0.60% | Add +2.2% | 5,659 | $793K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +7.5% | 5,654 | $792K |
| Wood Tarver Financial Group, LLC | 0.23% | Reduce -2.6% | 5,641 | $790K |
| Taylor Financial Group, Inc. | 0.45% | Reduce -6.7% | 5,618 | $787K |
| Parcion Private Wealth LLC | 0.05% | Add +0.0% | 5,618 | $787K |
| Fiduciary Trust Co | 0.01% | Reduce -8.9% | 5,605 | $785K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -1.9% | 5,575 | $781K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 5,526 | $774K |
| Trust Co. of Toledo NA | 0.08% | Add +22.2% | 5,499 | $770K |
| United Bank | 0.27% | Reduce -2.2% | 5,496 | $770K |
| Saxon Interests, Inc. | 0.30% | Reduce -1.9% | 5,428 | $767K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -41.9% | 5,432 | $761K |
| MKT Advisors LLC | 0.28% | Reduce -12.3% | 5,433 | $761K |
| MWA Asset Management | 0.42% | Reduce -3.3% | 5,410 | $758K |
| Old National Bancorp | 0.01% | Add +251.3% | 5,406 | $757K |
| Cascade Financial Partners, LLC | 0.09% | No change | 5,402 | $757K |
| Capstone Wealth Management Group LLC | 0.48% | Add +6.7% | 5,395 | $756K |
| Astoria Portfolio Advisors LLC. | 0.20% | Add +0.1% | 5,362 | $753K |
| Keystone Financial Group | 0.06% | New | 5,318 | $745K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -0.1% | 5,233 | $733K |
| Ritholtz Wealth Management | 0.01% | Reduce -3.1% | 5,219 | $731K |
| Noesis Capital Mangement Corp. | 0.11% | No change | 5,203 | $729K |
| Atticus Wealth Management, LLC | 0.18% | No change | 5,185 | $726K |
| Sandy Cove Advisors, LLC | 0.23% | Reduce -9.6% | 5,182 | $726K |
| Burns J W & Co. Inc. | 0.08% | Reduce -2.8% | 5,158 | $722K |
| Cambridge Advisors Inc. | 0.14% | No change | 5,146 | $721K |
| RFG Advisory, LLC | 0.01% | Reduce -19.1% | 5,128 | $718K |
| One Day In July LLC | 0.06% | No change | 5,078 | $711K |
| Hazlett, Burt & Watson, Inc. | 0.25% | Add +1.0% | 5,076 | $710K |
| Phillips Financial Management, LLC | 0.05% | Reduce -0.5% | 5,034 | $705K |
| Evelyn Partners Asset Management Ltd | 0.16% | No change | 5,023 | $703K |
| SevenBridge Financial Group, LLC | 0.12% | Add +1.9% | 5,053 | $702K |
| Two Sigma Securities, LLC | 0.10% | Add +103.2% | 5,008 | $701K |
| Accredited Investors Inc. | 0.04% | Reduce -7.7% | 4,975 | $697K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 4,957 | $694K |
| Intellus Advisors LLC | 0.09% | No change | 4,953 | $694K |
| Triangle Securities Wealth Management | 0.16% | Reduce -2.3% | 4,921 | $689K |
| HRT Financial LP | 0.00% | New | 4,920 | $689K |
| James Investment Research, Inc. | 0.08% | Add +7.4% | 4,919 | $689K |
| NewEdge Wealth, LLC | 0.01% | Reduce -20.3% | 5,027 | $686K |
| Baker Tilly Wealth Management, LLC | 0.15% | No change | 4,877 | $683K |
| Private Trust Co. NA | 0.06% | Reduce -0.6% | 4,839 | $678K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $672K |
| Kaydan Wealth Management, Inc. | 0.19% | Reduce -0.1% | 4,786 | $670K |
| Hilton Capital Management, LLC | 0.05% | Add +8.2% | 4,750 | $665K |
| Ehrlich Financial Group | 0.39% | Reduce -0.7% | 4,702 | $658K |
| Disciplined Investments, LLC | 0.26% | No change | 4,654 | $652K |
| Vident Advisory, LLC | 0.01% | No change | 4,649 | $651K |
| LexAurum Advisors, LLC | 0.09% | Add +0.6% | 4,648 | $651K |
| Sageworth Trust Co | 0.03% | Reduce -0.1% | 4,637 | $649K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 4,637 | $649K |
| Kovack Advisors, Inc. | 0.06% | Add +0.0% | 4,623 | $647K |
| Kwmg, LLC | 0.06% | No change | 4,619 | $647K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -15.9% | 4,602 | $644K |
| Patron Partners, LLC | 0.29% | Reduce -0.3% | 4,591 | $643K |
| Everhart Financial Group, Inc. | 0.06% | Reduce -2.6% | 4,588 | $643K |
| OneAscent Financial Services LLC | 0.04% | Reduce -6.9% | 4,557 | $638K |
| Private Wealth Advisors, LLC | 0.24% | Add +0.3% | 4,551 | $637K |
| Alexander Labrunerie & Co., Inc. | 0.24% | No change | 4,542 | $636K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Add +0.5% | 4,543 | $636K |
| Horst & Graben Wealth Management LLC | 0.10% | Reduce -0.0% | 4,523 | $633K |
| BIP Wealth, LLC | 0.03% | Add +67.6% | 4,513 | $632K |
| Rossmore Private Capital | 0.07% | Add +2.0% | 4,495 | $630K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +21.7% | 4,494 | $629K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -0.4% | 4,467 | $626K |
| Investment Advisory Group, LLC | 0.17% | No change | 4,460 | $625K |
| SRH Advisors, LLC | 0.18% | No change | 4,460 | $625K |
| Martin Capital Partners, LLC | 0.24% | Add +2.4% | 4,452 | $624K |
| Wedmont Private Capital | 0.02% | Add +0.5% | 4,443 | $623K |
| Hengehold Capital Management LLC | 0.05% | No change | 4,435 | $621K |
| Berkeley, Inc | 0.20% | Reduce -3.9% | 4,429 | $620K |
| IFP Advisors, Inc | 0.02% | Add +8.0% | 4,400 | $616K |
| Capital Asset Advisory Services LLC | 0.03% | Add +0.9% | 4,353 | $610K |
| Sentinel Pension Advisors, LLC | 0.10% | Reduce -3.3% | 4,316 | $605K |
| Uhlmann Price Securities, LLC | 0.37% | Add +13.7% | 4,280 | $599K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -5.5% | 4,277 | $599K |
| AE Wealth Management LLC | 0.00% | Reduce -3.0% | 4,274 | $599K |
| Citizens Business Bank | 0.10% | New | 4,273 | $598K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | Add +5.8% | 4,259 | $596K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 4,248 | $595K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +27.6% | 4,225 | $592K |
| WealthBridge Capital Management, LLC | 0.14% | Reduce -1.0% | 4,222 | $591K |
| Sutton Place Investors LLC | 0.34% | No change | 4,217 | $591K |
| Bond & Devick Financial Network, Inc. | 0.18% | Add +2.4% | 4,207 | $589K |
| Ellis Investment Partners, LLC | 0.11% | Reduce -0.4% | 4,200 | $588K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -5.1% | 4,192 | $587K |
| Compound Planning, Inc. | 0.02% | Reduce -0.4% | 4,190 | $587K |
| Missouri Trust & Investment Co | 0.17% | Reduce -3.3% | 4,160 | $583K |
| LS Investment Advisors, LLC | 0.08% | Reduce -20.1% | 4,155 | $582K |
| Holistic Financial Partners | 0.24% | Reduce -0.7% | 4,154 | $582K |
| Providence Financial Advisors, LLC | 0.55% | — | 4,133 | $579K |
| Blue Trust, Inc. | 0.01% | Add +3.6% | 4,121 | $577K |
| Klingenstein Fields & Co. LP | 0.02% | New | 4,115 | $576K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.4% | 4,065 | $569K |
| Matrix Asset Advisors Inc. | 0.05% | Add +0.1% | 4,064 | $569K |
| Key Financial Inc | 0.10% | No change | 4,029 | $564K |
| Asset Dedication, LLC | 0.04% | Add +3.3% | 4,023 | $563K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -1.5% | 4,009 | $561K |
| Genesis Private Wealth, LLC | 0.24% | Add +4.4% | 4,003 | $561K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.9% | 4,016 | $560K |
| Ashford Advisors, LLC | 0.12% | Add +116.5% | 4,000 | $560K |
| Harbor Asset Planning, Inc. | 0.49% | Add +0.6% | 3,941 | $552K |
| Addison Capital Co | 0.16% | Reduce -28.6% | 3,940 | $552K |
| Modera Wealth Management, LLC | 0.01% | Reduce -19.5% | 3,931 | $551K |
| Global Trust Asset Management, LLC | 0.25% | Reduce -1.1% | 3,917 | $549K |
| Csenge Advisory Group | 0.03% | Reduce -63.8% | 3,894 | $545K |
| Signal Advisors Wealth, LLC | 0.05% | New | 3,851 | $539K |
| Paragon Financial Partners, Inc. | 0.34% | Add +0.3% | 3,839 | $538K |
| Childress Capital Advisors, LLC | 0.10% | No change | 3,825 | $536K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +1.0% | 3,804 | $533K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.3% | 3,789 | $532K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +0.5% | 3,772 | $528K |
| MCF Advisors LLC | 0.03% | No change | 3,765 | $527K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,760 | $527K |
| TruNorth Capital Management, LLC | 0.10% | No change | 3,759 | $526K |
| LRI Investments, LLC | 0.04% | No change | 3,743 | $524K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -10.1% | 3,733 | $523K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -3.8% | 3,725 | $522K |
| New Hampshire Trust | 0.10% | No change | 3,709 | $519K |
| West Paces Advisors Inc. | 0.10% | Add +5.7% | 3,702 | $518K |
| Rodgers & Associates, LTD | 0.05% | No change | 3,700 | $518K |
| Money Concepts Capital Corp. | 0.03% | Reduce -0.6% | 3,697 | $518K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,687 | $516K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -0.4% | 3,678 | $515K |
| Truepoint, Inc. | 0.01% | No change | 3,677 | $515K |
| Kapstone Financial Advisors LLC | 0.24% | No change | 3,663 | $513K |
| Ascentis Wealth Management, LLC | 0.12% | Add +0.1% | 3,645 | $512K |
| Selective Wealth Management, Inc. | 0.16% | Reduce -0.5% | 3,648 | $511K |
| Beacon Bank & Trust | 0.11% | No change | 3,651 | $511K |
| O'ROURKE & COMPANY, Inc | 0.21% | Reduce -8.2% | 3,650 | $511K |
| WESPAC Advisors, LLC | 0.30% | New | 3,641 | $510K |
| M3 Advisory Group, LLC | 0.32% | Add +0.4% | 3,639 | $510K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 3,629 | $508K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -1.7% | 3,593 | $503K |
| Fulton Bank, N.A. | 0.02% | No change | 3,589 | $503K |
| Assetmark, Inc. | 0.00% | Reduce -98.5% | 3,539 | $496K |
| Keel Point, LLC | 0.03% | Add +2.2% | 3,499 | $490K |
| Earned Wealth Advisors, LLC | 0.08% | Add +0.3% | 3,498 | $490K |
| Emprise Bank | 0.21% | No change | 3,474 | $487K |
| Sowell Financial Services LLC | 0.02% | Reduce -9.7% | 3,468 | $486K |
| Arkos Global Advisors | 0.06% | No change | 3,442 | $482K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 3,436 | $481K |
| Global Financial Private Client, LLC | 0.17% | Reduce -11.9% | 3,394 | $475K |
| Capula Management Ltd | 0.00% | Reduce -78.7% | 3,393 | $475K |
| Crewe Advisors LLC | 0.04% | Reduce -5.3% | 3,367 | $472K |
| Meritage Portfolio Management | 0.03% | No change | 3,359 | $470K |
| Centaurus Financial, Inc. | 0.02% | Reduce -16.9% | 3,356 | $470K |
| First National Trust Co | 0.02% | Reduce -19.8% | 3,353 | $470K |
| Financially Speaking Inc | 0.31% | Add +0.2% | 3,343 | $468K |
| Jane Street Group, LLC | 0.00% | New | 3,333 | $467K |
| Nadler Financial Group, Inc. | 0.04% | Reduce -3.0% | 3,332 | $467K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -2.6% | 3,323 | $465K |
| Serenus Wealth Advisors, LLC | 0.08% | Add +0.1% | 3,316 | $464K |
| Magnus Financial Group LLC | 0.04% | Reduce -13.6% | 3,286 | $460K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -0.8% | 3,259 | $456K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +5.7% | 3,259 | $456K |
| Values Added Financial LLC | 0.20% | No change | 3,252 | $455K |
| Matrix Private Capital Group LLC | 0.24% | No change | 3,251 | $455K |
| M1 Capital Management LLC | 0.20% | Add +0.2% | 3,250 | $455K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +25.7% | 3,249 | $455K |
| Sawgrass Asset Management LLC | 0.06% | No change | 3,240 | $454K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,230 | $452K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -8.3% | 3,209 | $449K |
| Private Management Group Inc. | 0.01% | No change | 3,203 | $449K |
| Krilogy Financial LLC | 0.02% | New | 3,267 | $446K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 3,179 | $445K |
| Lakewood Asset Management LLC | 0.27% | No change | 3,156 | $442K |
| Fortitude Family Office, LLC | 0.12% | No change | 3,155 | $442K |
| Fiduciary Family Office, LLC | 0.13% | No change | 3,151 | $441K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.3% | 3,148 | $441K |
| Smith & Howard Wealth Management, LLC | 0.10% | Reduce -0.3% | 3,141 | $440K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,138 | $439K |
| Secure Asset Management, LLC | 0.07% | Add +0.0% | 3,133 | $439K |
| HUB Investment Partners, LLC | 0.02% | Reduce -0.3% | 3,123 | $437K |
| Clarity Wealth Advisors, LLC | 0.10% | Add +0.1% | 3,117 | $437K |
| Creekside Partners | 0.19% | Add +0.3% | 3,105 | $435K |
| Commerce Bank | 0.00% | Reduce -9.6% | 3,088 | $432K |
| Equitable Trust Co. | 0.02% | No change | 3,078 | $431K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -4.7% | 3,048 | $427K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Reduce -7.8% | 3,045 | $426K |
| Mascagni Wealth Management, Inc. | 0.33% | No change | 3,042 | $426K |
| Midwest Financial Group LLC | 0.20% | Add +0.6% | 3,039 | $426K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -35.9% | 3,030 | $424K |
| WFA of San Diego, LLC | 0.29% | Reduce -6.9% | 3,027 | $424K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.6% | 3,016 | $422K |
| WESCAP Management Group, Inc. | 0.09% | No change | 3,013 | $422K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 3,012 | $422K |
| ICONIQ Capital, LLC | 0.01% | No change | 3,005 | $421K |
| Headinvest, LLC | 0.09% | Reduce -1.6% | 2,993 | $419K |
| Maridea Wealth Management LLC | 0.06% | Add +8.2% | 2,973 | $417K |
| Archer Investment Corp | 0.09% | Reduce -6.6% | 2,963 | $415K |
| Regal Investment Advisors LLC | 0.03% | Add +26.2% | 2,960 | $415K |
| First Heartland Consultants, Inc. | 0.03% | No change | 2,950 | $413K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $413K |
| West Bancorporation Inc. | 0.23% | Reduce -5.0% | 2,935 | $411K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,022 | $410K |
| Legacy Trust | 0.08% | New | 2,928 | $410K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 2,922 | $409K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 2,915 | $408K |
| River Wealth Advisors LLC | 0.05% | No change | 2,899 | $406K |
| Prairie Wealth Advisors, Inc. | 0.17% | Add +10.0% | 2,896 | $406K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,892 | $405K |
| Roundview Capital LLC | 0.03% | Add +29.9% | 2,863 | $401K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 2,863 | $401K |
| Sound Income Strategies, LLC | 0.02% | Reduce -13.6% | 2,882 | $401K |
| AlphaCore Capital LLC | 0.01% | Add +2.4% | 2,856 | $400K |
| King Wealth Management Group | 0.05% | Reduce -0.4% | 2,836 | $397K |
| NTV Asset Management LLC | 0.04% | No change | 2,827 | $396K |
| S.E.E.D. Planning Group LLC | 0.11% | Add +4.6% | 2,810 | $394K |
| Round Rock Advisors LLC | 0.06% | Add +1.8% | 2,808 | $393K |
| Kanawha Capital Management LLC | 0.03% | Reduce -11.6% | 2,800 | $392K |
| Greenwich Wealth Management LLC | 0.02% | Add +10.7% | 2,791 | $391K |
| Independent Advisor Alliance | 0.01% | Add +1.6% | 2,774 | $388K |
| LJI Wealth Management, LLC | 0.07% | Reduce -19.8% | 2,770 | $388K |
| Schnieders Capital Management, Llc. | 0.06% | — | 2,759 | $386K |
| Gen-Wealth Partners Inc | 0.13% | No change | 2,757 | $386K |
| Albion Financial Group | 0.02% | Add +1.0% | 2,743 | $384K |
| Ridgecrest Wealth Partners, LLC | 0.17% | No change | 2,724 | $381K |
| Revisor Wealth Management LLC | 0.13% | Reduce -2.0% | 2,740 | $381K |
| YANKCOM Partnership | 0.17% | No change | 2,715 | $380K |
| Veridan Wealth LLC | 0.13% | — | 2,712 | $380K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.2% | 2,708 | $379K |
| Harfst & Associates, Inc. | 0.07% | No change | 2,695 | $377K |
| KPP Advisory Services LLC | 0.06% | Add +0.0% | 2,685 | $376K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $376K |
| SBI Securities Co., Ltd. | 0.01% | Add +2.8% | 2,682 | $376K |
| Iron Gate Global Advisors LLC | 0.04% | Reduce -33.0% | 2,678 | $375K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -23.4% | 2,673 | $374K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -4.0% | 2,670 | $374K |
| Provident Wealth Management, LLC | 0.11% | Add +0.4% | 2,666 | $373K |
| Bay Capital Advisors, LLC | 0.24% | Reduce -25.7% | 2,666 | $373K |
| Apollon Financial, LLC | 0.06% | Reduce -0.6% | 2,665 | $373K |
| GAMMA Investing LLC | 0.02% | No change | 2,660 | $373K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.1% | 2,657 | $372K |
| McCarthy & Cox | 0.08% | No change | 2,656 | $372K |
| Delta Capital Management LLC | 0.19% | No change | 2,650 | $371K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 2,653 | $371K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -78.5% | 2,640 | $370K |
| Resolute Wealth Strategies, LLC | 0.17% | Reduce -13.3% | 2,637 | $369K |
| PFG Private Wealth Management, LLC | 0.16% | New | 2,604 | $365K |
| Integrity Wealth Solutions LLC | 0.16% | Add +0.6% | 2,604 | $365K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -1.6% | 2,603 | $365K |
| Aire Advisors, LLC | 0.07% | No change | 2,600 | $364K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $361K |
| Realta Investment Advisors | 0.12% | Reduce -1.9% | 2,572 | $360K |
| BXM Wealth LLC | 0.34% | No change | 2,570 | $360K |
| Gries Financial LLC | 0.06% | No change | 2,570 | $360K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,550 | $357K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -4.3% | 2,537 | $355K |
| United Advisor Group, LLC | 0.05% | Reduce -5.3% | 2,534 | $355K |
| CGN Advisors LLC | 0.03% | Reduce -4.0% | 2,530 | $354K |
| Hoge Financial Services, LLC | 0.20% | Reduce -2.5% | 2,517 | $353K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.9% | 2,511 | $352K |
| Clarius Group, LLC | 0.02% | No change | 2,509 | $351K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,505 | $351K |
| Cross Staff Investments Inc | 0.24% | New | 2,496 | $350K |
| Hardin Capital Partners, LLC | 0.19% | Reduce -1.9% | 2,492 | $349K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $348K |
| Avior Wealth Management, LLC | 0.01% | Reduce -4.0% | 2,480 | $347K |
| Hoffman, Alan N Investment Management | 0.15% | No change | 2,471 | $346K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -5.5% | 2,468 | $346K |
| Insigneo Advisory Services, LLC | 0.02% | Add +0.7% | 2,461 | $345K |
| Element Wealth, LLC | 0.15% | Add +10.4% | 2,453 | $344K |
| Parallel Advisors, LLC | 0.01% | Reduce -18.8% | 2,450 | $343K |
| Tsfg, LLC | 0.05% | Reduce -1.0% | 2,446 | $343K |
| Financial Partners Group, Inc | 0.04% | Reduce -4.2% | 2,448 | $343K |
| Mainstream Capital Management LLC | 0.23% | No change | 2,447 | $343K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -27.0% | 2,445 | $342K |
| Berger Financial Group, Inc | 0.02% | Reduce -16.9% | 2,443 | $342K |
| Titleist Asset Management, LLC | 0.03% | No change | 2,429 | $340K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $340K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $336K |
| Lanark Financial, Inc. | 0.03% | Add +0.5% | 2,398 | $336K |
| Capital Squared Financial LLC | 0.29% | Add +0.6% | 2,393 | $335K |
| West Michigan Advisors, LLC | 0.08% | Add +0.2% | 2,381 | $333K |
| Redwood Park Advisors LLC | 0.25% | Add +0.1% | 2,376 | $333K |
| Boston Family Office LLC | 0.02% | No change | 2,361 | $331K |
| Bernardo Wealth Planning LLC | 0.06% | No change | 2,358 | $330K |
| Patten & Patten Inc. | 0.02% | No change | 2,344 | $328K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 2,310 | $324K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 2,310 | $324K |
| Arthur M. Cohen & Associates, LLC | 0.05% | No change | 2,300 | $322K |
| Core Wealth Management, Inc. | 0.10% | No change | 2,298 | $322K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,293 | $321K |
| American National Bank & Trust | 0.03% | No change | 2,292 | $321K |
| AdvisorNet Financial, Inc | 0.02% | Add +18.0% | 2,291 | $321K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $320K |
| RiverFront Investment Group, LLC | 0.01% | Add +0.5% | 2,278 | $319K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 2,274 | $318K |
| Wetzel Investment Advisors, Inc. | 0.14% | Reduce -2.7% | 2,271 | $318K |
| Venture Visionary Partners LLC | 0.01% | Reduce -20.8% | 2,268 | $318K |
| HM Payson & Co. | 0.00% | No change | 2,261 | $317K |
| Eagle Global Advisors LLC | 0.01% | Reduce -6.2% | 2,256 | $316K |
| Davidson Trust Co. | 0.13% | Add +40.7% | 2,247 | $315K |
| Stegner Investment Associates Inc. | 0.17% | New | 2,221 | $311K |
| Fortune Financial Advisors, LLC | 0.23% | No change | 2,216 | $310K |
| Carson Advisory Inc. | 0.17% | Add +1.5% | 2,215 | $310K |
| MTM Investment Management, LLC | 0.10% | Reduce -1.6% | 2,215 | $310K |
| Narus Financial Partners, LLC | 0.08% | No change | 2,200 | $308K |
| Mayport, LLC | 0.07% | No change | 2,200 | $308K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -5.2% | 2,198 | $308K |
| Caldwell Trust Co | 0.03% | No change | 2,197 | $308K |
| Bank Pictet & Cie (Europe) AG | 0.01% | New | 2,193 | $307K |
| Cynosure Group, LLC | 0.03% | New | 2,188 | $306K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $306K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 2,183 | $306K |
| Intelligence Driven Advisers, LLC | 0.04% | Add +0.7% | 2,183 | $306K |
| Nalls Sherbakoff Group, LLC | 0.21% | No change | 2,172 | $304K |
| JMG Financial Group, Ltd. | 0.01% | No change | 2,154 | $302K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 2,146 | $301K |
| Fiduciary Alliance LLC | 0.02% | Reduce -18.4% | 2,143 | $300K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,135 | $299K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,128 | $298K |
| Covenant Asset Management, LLC | 0.06% | No change | 2,123 | $297K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | Add +2.0% | 2,121 | $297K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +6.9% | 2,109 | $295K |
| Colonial Trust Co / SC | 0.04% | No change | 2,108 | $295K |
| Lodestone Wealth Management LLC | 0.13% | Add +42.1% | 2,104 | $295K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -17.5% | 2,103 | $295K |
| Beese Fulmer Investment Management, Inc. | 0.02% | No change | 2,095 | $293K |
| Empower Advisory Group, LLC | 0.00% | Reduce -10.9% | 2,087 | $292K |
| Princeton Global Asset Management LLC | 0.05% | Add +0.1% | 2,083 | $292K |
| Vista Capital Partners, Inc. | 0.03% | No change | 2,076 | $291K |
| Wilkins Miller Wealth Management, LLC | 0.18% | Add +1.3% | 2,070 | $290K |
| Baugh & Associates, LLC | 0.14% | No change | 2,135 | $290K |
| Fagan Associates, Inc. | 0.04% | Add +0.1% | 2,069 | $290K |
| Avant Financial Advisors LLC | 0.22% | No change | 2,065 | $289K |
| Brandywine Oak Private Wealth LLC | 0.03% | Add +14.6% | 2,060 | $288K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 2,058 | $288K |
| Oldfather Financial Services, LLC | 0.09% | Add +3.2% | 2,057 | $288K |
| Versant Capital Management, Inc | 0.04% | Add +59.2% | 2,057 | $288K |
| Cascade Investment Group, Inc. | 0.19% | No change | 2,043 | $286K |
| Veltria Advisors Corp. | 1.26% | No change | 2,042 | $286K |
| McDonough Capital Management, Inc | 0.14% | Add +0.6% | 2,039 | $286K |
| GAMCO Investors | 0.00% | No change | 2,035 | $285K |
| KOM Wealth Management Group, LLC | 0.21% | Reduce -4.2% | 2,025 | $284K |
| KFA Private Wealth Group, LLC | 0.08% | Add +4.0% | 2,016 | $282K |
| EPG Wealth Management LLC | 0.08% | No change | 2,012 | $282K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $281K |
| Leo Wealth, LLC | 0.04% | Reduce -7.7% | 2,006 | $281K |
| Vise Technologies, Inc. | 0.01% | Reduce -7.0% | 2,005 | $281K |
| Optimum Investment Advisors | 0.11% | No change | 2,004 | $281K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $280K |
| Edgemoor Investment Advisors, Inc. | 0.02% | New | 2,000 | $280K |
| LM Advisors LLC | 0.04% | No change | 2,000 | $280K |
| Traphagen Investment Advisors LLC | 0.02% | No change | 1,999 | $280K |
| Family Legacy, Inc. | 0.09% | Reduce -3.2% | 1,995 | $279K |
| Ellsworth Advisors, LLC | 0.06% | New | 2,000 | $279K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.3% | 1,990 | $279K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 1,980 | $277K |
| HTG Investment Advisors, Inc. | 0.09% | Reduce -39.7% | 1,970 | $276K |
| Plancorp, LLC | 0.01% | Add +0.6% | 1,949 | $273K |
| Collective Family Office LLC | 0.07% | No change | 1,948 | $273K |
| Howe & Rusling Inc. | 0.02% | Add +0.2% | 1,944 | $272K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 1,941 | $272K |
| Bailard, Inc. | 0.01% | Reduce -4.3% | 1,940 | $272K |
| Capasso Planning Partners LLC | 0.17% | Reduce -1.1% | 1,932 | $270K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,991 | $270K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,928 | $270K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $269K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.5% | 1,915 | $269K |
| Calton & Associates, Inc. | 0.04% | Add +0.1% | 1,915 | $268K |
| Friday Financial | 0.11% | No change | 1,902 | $266K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 1,900 | $266K |
| Fiduciary Group, LLC | 0.02% | Add +9.2% | 1,898 | $266K |
| Pacific Point Advisors, LLC | 0.15% | No change | 1,896 | $266K |
| Essex Bank | 0.06% | Reduce -1.0% | 1,896 | $266K |
| WoodTrust Financial Corp | 0.03% | New | 1,894 | $265K |
| Marshall Financial Group, LLC | 0.05% | No change | 1,884 | $264K |
| Webster Bank, N. A. | 0.03% | No change | 1,880 | $263K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.1% | 1,878 | $263K |
| Cypress Capital Group | 0.03% | Reduce -21.7% | 1,875 | $263K |
| Cypress Wealth Services, LLC | 0.04% | Add +0.2% | 1,860 | $260K |
| Worth Asset Management, LLC | 0.12% | Reduce -19.3% | 1,857 | $260K |
| Modern Wealth Management, LLC | 0.01% | Reduce -7.5% | 1,851 | $259K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,844 | $258K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $255K |
| Goldstein Advisors, LLC | 0.03% | No change | 1,815 | $254K |
| Condor Capital Management | 0.02% | No change | 1,815 | $254K |
| Quaker Wealth Management, LLC | 0.08% | No change | 1,811 | $254K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Add +16.0% | 1,811 | $254K |
| Center For Asset Management LLC | 0.14% | New | 1,810 | $253K |
| Procyon Advisors, LLC | 0.01% | No change | 1,805 | $253K |
| Chilton Capital Management LLC | 0.01% | Add +1649.5% | 1,802 | $252K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,800 | $252K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -4.4% | 1,799 | $252K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +0.2% | 1,796 | $251K |
| Fidelis Capital Partners, LLC | 0.02% | Add +10.5% | 1,785 | $250K |
| Foster Group, Inc. | 0.01% | Reduce -39.2% | 1,784 | $250K |
| Godsey & Gibb, Inc. | 0.02% | Add +0.5% | 1,759 | $246K |
| Beacon Financial Advisory LLC | 0.06% | Add +0.1% | 1,756 | $246K |
| GDS Wealth Management | 0.02% | New | 1,753 | $246K |
| Trilogy Capital Inc. | 0.01% | Reduce -12.5% | 1,731 | $242K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 1,725 | $242K |
| Smith Salley Wealth Management | 0.01% | No change | 1,717 | $240K |
| Financial Insights, Inc. | 0.08% | No change | 1,714 | $240K |
| Tompkins Financial Corp. | 0.02% | No change | 1,705 | $239K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,702 | $238K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,695 | $237K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +9.2% | 1,691 | $237K |
| Wallace Advisory Group, LLC | 0.19% | Add +0.3% | 1,739 | $236K |
| Riverstone Advisors, LLC | 0.12% | No change | 1,680 | $235K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $235K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -2.0% | 1,676 | $235K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 1,670 | $234K |
| Shoker Investment Counsel, Inc. | 0.07% | Reduce -0.2% | 1,667 | $233K |
| North Star Investment Management Corp. | 0.01% | No change | 1,663 | $233K |
| Per Stirling Capital Management, LLC. | 0.03% | Reduce -0.1% | 1,662 | $233K |
| Strata Wealth Advisors, LLC | 0.06% | New | 1,661 | $233K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.4% | 1,645 | $230K |
| Arrow Financial Corp | 0.02% | Reduce -4.5% | 1,642 | $230K |
| Seneca House Advisors | 0.09% | Add +0.6% | 1,635 | $229K |
| Headland Capital, LLC | 0.06% | Add +0.6% | 1,631 | $228K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 1,625 | $228K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $227K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $227K |
| Chancellor Financial Group WB LP | 0.16% | Reduce -0.3% | 1,607 | $225K |
| Center for Financial Planning, Inc. | 0.02% | Reduce -0.4% | 1,603 | $225K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $224K |
| Future Financial Wealth Managment LLC | 0.14% | No change | 1,600 | $224K |
| Caerus Investment Advisors, LLC | 0.09% | No change | 1,600 | $224K |
| United Community Bank | 0.07% | New | 1,598 | $224K |
| Joel Adams & Associates, Inc. | 0.18% | Reduce -5.9% | 1,589 | $223K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -5.7% | 1,589 | $222K |
| Gateway Wealth Partners, LLC | 0.03% | Add +0.3% | 1,571 | $220K |
| Sequent Asset Management, LLC | 0.10% | No change | 1,570 | $220K |
| Stokes Family Office, LLC | 0.02% | New | 1,565 | $219K |
| Augustine Asset Management Inc. | 0.04% | No change | 1,562 | $219K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,551 | $217K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 1,551 | $217K |
| Financial Alternatives, Inc | 0.13% | No change | 1,549 | $217K |
| QRG Capital Management, Inc. | 0.00% | Reduce -28.2% | 1,546 | $217K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -22.1% | 1,537 | $215K |
| Brio Consultants, LLC | 0.03% | Add +0.2% | 1,536 | $215K |
| Bangor Savings Bank | 0.02% | Reduce -1.3% | 1,531 | $214K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 1,525 | $214K |
| Epiq Partners, LLC | 0.10% | No change | 1,530 | $214K |
| Garrett Wealth Advisory Group, LLC | 0.04% | Add +0.7% | 1,530 | $214K |
| Bison Wealth, LLC | 0.02% | No change | 1,568 | $213K |
| Orin Green Financial, LLC | 0.09% | No change | 1,522 | $213K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,516 | $212K |
| Wealth Effects LLC | 0.07% | No change | 1,510 | $211K |
| Apriem Advisors | 0.02% | New | 1,508 | $211K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Reduce -29.4% | 1,502 | $210K |
| Busey Bank | 0.01% | No change | 1,501 | $210K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | No change | 1,500 | $210K |
| True Link Financial Advisors, LLC | 0.01% | Reduce -7.5% | 1,500 | $210K |
| Barclays PLC | 0.00% | No change | 1,500 | $210K |
| Marion Wealth Management | 0.05% | Add +0.3% | 1,493 | $209K |
| Wrenne Financial Planning LLC | 0.09% | No change | 1,480 | $207K |
| Bensler, LLC | 0.02% | New | 1,479 | $207K |
| LongView Wealth Management | 0.06% | Add +0.2% | 1,478 | $207K |
| GM Advisory Group, LLC | 0.01% | No change | 1,477 | $207K |
| Summit Asset Management, LLC | 0.03% | No change | 1,475 | $207K |
| Oxler Private Wealth LLC | 0.06% | New | 1,472 | $206K |
| First Manhattan Co. Llc. | 0.00% | New | 1,471 | $206K |
| Bantamac Capital, LLC | 0.16% | New | 1,470 | $206K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +3.0% | 1,467 | $205K |
| ICW Investment Advisors LLC | 0.07% | New | 1,464 | $205K |
| Nicolet Advisory Services, LLC | 0.02% | Reduce -2.5% | 1,458 | $204K |
| Sax Wealth Advisors, LLC | 0.01% | New | 1,456 | $204K |
| Global Wealth Management, LLC | 0.11% | Add +0.6% | 1,452 | $203K |
| LongView Asset Management LLC | 0.14% | New | 1,451 | $203K |
| Transcendent Capital Group LLC | 0.09% | New | 1,450 | $203K |
| SOL Capital Management CO | 0.02% | New | 1,450 | $203K |
| Marco Investment Management LLC | 0.02% | New | 1,448 | $203K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -25.8% | 1,442 | $202K |
| Rehmann Capital Advisory Group | 0.01% | New | 1,438 | $201K |
| Berkeley Capital Partners, LLC | 0.05% | Reduce -10.2% | 1,431 | $200K |
| City Holding Co. | 0.02% | Reduce -8.0% | 1,411 | $198K |
| Hopwood Financial Services, Inc. | 0.13% | No change | 1,400 | $196K |
| Russell Investments Group, Ltd. | 0.00% | Add +30.8% | 1,392 | $195K |
| WealthShield Partners, LLC | 0.02% | Add +0.1% | 1,388 | $194K |
| Adirondack Trust Co. | 0.06% | Reduce -7.2% | 1,355 | $190K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.5% | 1,321 | $185K |
| Luken Investment Analytics, LLC | 0.07% | No change | 1,287 | $180K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,286 | $180K |
| Ballast Advisors LLC | 0.05% | No change | 1,271 | $178K |
| Hurley Capital, LLC | 0.10% | Add +0.4% | 1,222 | $171K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 1,214 | $170K |
| Aventura Private Wealth, LLC | 0.06% | No change | 1,188 | $166K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 1,180 | $165K |
| Investment Research & Advisory Group, Inc. | 0.06% | Reduce -4.9% | 1,176 | $165K |
| Nemes Rush Group LLC | 0.02% | Add +0.5% | 1,167 | $163K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.8% | 1,144 | $160K |
| Root Financial Partners, LLC | 0.01% | New | 1,123 | $157K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,091 | $153K |
| Founders Financial Alliance, LLC | 0.03% | Add +43.3% | 1,085 | $152K |
| Consultiva Wealth Management, Corp. | 0.42% | No change | 1,078 | $151K |
| Boreal Capital Management LLC | 0.14% | Add +0.1% | 1,069 | $150K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.6% | 1,034 | $145K |
| Seneschal Advisors, LLC | 0.10% | New | 1,001 | $140K |
| Mechanics Financial Corp | 0.05% | No change | 1,000 | $140K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,000 | $140K |
| Operose Advisors LLC | 0.03% | No change | 994 | $139K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +297.2% | 993 | $139K |
| Nvwm, LLC | 0.03% | Reduce -0.6% | 969 | $136K |
| Rice Partnership, LLC | 0.02% | Add +175.9% | 894 | $125K |
| Manning & Napier Advisors LLC | 0.00% | New | 890 | $125K |
| North Capital, Inc. | 0.09% | Add +0.1% | 867 | $121K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 858 | $120K |
| Horizons Wealth Management | 0.08% | No change | 850 | $119K |
| Hilltop National Bank | 0.03% | No change | 842 | $118K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 837 | $117K |
| Tortoise Investment Management, LLC | 0.01% | No change | 818 | $115K |
| IAG Wealth Partners, LLC | 0.01% | No change | 815 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -20.6% | 770 | $108K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $108K |
| BankPlus Trust Department | 0.03% | No change | 765 | $107K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -27.0% | 749 | $105K |
| Zions Bancorporation, National Association | 0.01% | No change | 732 | $103K |
| Activest Wealth Management | 0.02% | Reduce -11.5% | 728 | $102K |
| Wagner Wealth Management, LLC | 0.02% | New | 716 | $100K |
| Anchor Investment Management, LLC | 0.01% | No change | 706 | $99K |
| Bernard Wealth Management Corp. | 0.04% | No change | 694 | $97K |
| MGB Wealth Management, LLC | 0.03% | No change | 693 | $97K |
| Louisbourg Investments Inc. | 0.02% | New | 685 | $96K |
| GoalVest Advisory LLC | 0.02% | No change | 685 | $96K |
| Delta Asset Management LLC | 0.01% | No change | 653 | $91K |
| FWL Investment Management, LLC | 0.02% | No change | 616 | $86K |
| Peck Wealth Management, LLC | 0.08% | — | 600 | $84K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | No change | 587 | $82K |
| Grove Bank & Trust | 0.01% | No change | 582 | $82K |
| Glass Jacobson Investment Advisors llc | 0.03% | Reduce -0.2% | 574 | $80K |
| Inlight Wealth Management, LLC | 0.04% | No change | 559 | $78K |
| SYM FINANCIAL Corp | 0.01% | New | 553 | $77K |
| NFSG Corp | 0.01% | Add +10.2% | 542 | $76K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $75K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 520 | $73K |
| Piscataqua Savings Bank | 0.06% | No change | 515 | $72K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 507 | $71K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $71K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 503 | $70K |
| JPL Wealth Management, LLC | 0.02% | New | 500 | $70K |
| Biltmore Family Office, LLC | 0.01% | Reduce -9.1% | 500 | $70K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $69K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 481 | $67K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $67K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $67K |
| Palouse Capital Management, Inc. | 0.04% | Add +0.2% | 450 | $63K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 441 | $62K |
| West Oak Capital, LLC | 0.03% | No change | 425 | $60K |
| Financial Life Planners | 0.04% | New | 420 | $59K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $58K |
| Evolution Wealth Management Inc. | 0.06% | No change | 404 | $57K |
| SouthState Bank Corp | 0.00% | Reduce -92.9% | 401 | $56K |
| Financial Perspectives, Inc | 0.02% | Add +0.5% | 400 | $56K |
| Dagco, Inc. | 0.01% | No change | 400 | $56K |
| Smartleaf Asset Management LLC | 0.00% | Add +12.6% | 402 | $56K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 383 | $54K |
| Eastern Bank | 0.00% | No change | 382 | $53K |
| TFC Financial Management, Inc. | 0.01% | Reduce -67.5% | 373 | $52K |
| JDM Financial Group LLC | 0.02% | New | 372 | $52K |
| Main Street Group, LTD | 0.02% | No change | 361 | $51K |
| City State Bank | 0.01% | No change | 358 | $50K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $49K |
| Kilter Group LLC | 0.02% | No change | 350 | $49K |
| Bare Financial Services, Inc | 0.01% | No change | 342 | $48K |
| WFA Asset Management Corp | 0.02% | Add +0.6% | 323 | $46K |
| Crews Bank & Trust | 0.01% | No change | 327 | $46K |
| Evermay Wealth Management LLC | 0.01% | No change | 326 | $46K |
| Tucker Asset Management LLC | 0.01% | No change | 325 | $46K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.3% | 315 | $44K |
| Pineridge Advisors LLC | 0.01% | No change | 306 | $43K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $43K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $41K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $40K |
| Kiker Wealth Management, LLC | 0.02% | Reduce -50.2% | 285 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $39K |
| ORG Partners LLC | 0.01% | No change | 270 | $38K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 266 | $37K |
| Founders Capital Management | 0.02% | No change | 260 | $36K |
| Clark Wealth Partners | 0.02% | Add +1.2% | 255 | $35K |
| Addison Advisors LLC | 0.01% | Reduce -39.8% | 250 | $35K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $35K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 250 | $35K |
| Avion Wealth | 0.01% | No change | 248 | $34K |
| Hemington Wealth Management | 0.00% | No change | 249 | $34K |
| Noble Wealth Management PBC | 0.02% | — | 241 | $34K |
| Friedenthal Financial | 0.02% | No change | 240 | $34K |
| Silicon Valley Capital Partners | 0.00% | Reduce -48.7% | 231 | $32K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $32K |
| Colonial Trust Advisors | 0.00% | Add +0.9% | 223 | $31K |
| Global Wealth Strategies & Associates | 0.01% | Add +985.0% | 217 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 217 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $30K |
| Tower View Wealth Management LLC | 0.02% | Add +0.9% | 214 | $30K |
| Delos Wealth Advisors, LLC | 0.02% | New | 210 | $29K |
| Compass Financial Services Inc | 0.01% | New | 208 | $29K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +625.0% | 203 | $28K |
| Insight Inv LLC | 0.02% | No change | 201 | $28K |
| CVA Family Office, LLC | 0.00% | Add +60.0% | 200 | $28K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $28K |
| Pflug Koory, LLC | 0.01% | No change | 185 | $26K |
| Longview Financial Advisors LLC | 0.01% | No change | 182 | $25K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -38.9% | 181 | $25K |
| McIlrath & Eck, LLC | 0.00% | No change | 181 | $25K |
| American Capital Advisory, LLC | 0.01% | No change | 180 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $25K |
| AllSquare Wealth Management LLC | 0.01% | No change | 175 | $25K |
| Perritt Capital Management Inc | 0.01% | Add +1.2% | 175 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 174 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $24K |
| Texas Capital Bancshares Inc | 0.01% | New | 165 | $23K |
| Financial Freedom, LLC | 0.01% | New | 164 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $22K |
| Abound Wealth Management | 0.01% | No change | 151 | $21K |
| First United Bank & Trust | 0.01% | Reduce -11.8% | 150 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +294.4% | 142 | $20K |
| Woodside Wealth Management LLC | 0.02% | No change | 140 | $20K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 136 | $19K |
| Pinney & Scofield, Inc. | 0.01% | No change | 135 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.8% | 127 | $18K |
| Abich Financial Wealth Management LLC | 0.01% | — | 120 | $17K |
| Toth Financial Advisory Corp. | 0.00% | No change | 119 | $17K |
| Register Financial Advisors LLC | 0.01% | No change | 109 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 106 | $15K |
| Kelleher Financial Advisors | 0.00% | New | 105 | $15K |
| Bear Mountain Capital, Inc. | 0.00% | Add +1.0% | 102 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $14K |
| St Germain D J Co. Inc. | 0.00% | Reduce -32.2% | 101 | $14K |
| RMG Wealth Management LLC | 0.00% | No change | 100 | $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 |
| High Note Wealth, LLC | 0.00% | Reduce -7.5% | 87 | $12K |
| Dunhill Financial, LLC | 0.00% | Add +1.2% | 86 | $12K |
| Fiduciary Advisors, Inc. | 0.01% | Reduce -4.7% | 82 | $11K |
| Stephens Consulting, LLC | 0.00% | New | 74 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -16.7% | 70 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -34.3% | 69 | $10K |
| Copia Wealth Management | 0.01% | No change | 64 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | Add +1.6% | 64 | $9K |
| Quintet Private Bank (Europe) S.A. | 0.00% | Reduce -37.0% | 63 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 62 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $8K |
| Scarborough Advisors, LLC | 0.00% | Add +1.7% | 59 | $8K |
| Integrity Financial Corp | 0.00% | No change | 57 | $8K |
| Bank & Trust Co | 0.01% | No change | 50 | $7K |
| West Branch Capital LLC | 0.00% | No change | 40 | $6K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 39 | $5K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -90.5% | 37 | $5K |
| Family Legacy Financial Solutions, LLC | 0.00% | Reduce -43.5% | 35 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -41.7% | 35 | $5K |
| Richardson Capital Management LLC | 0.00% | No change | 34 | $5K |
| DecisionPoint Financial, LLC | 0.00% | Reduce -78.3% | 30 | $4K |
| Valley National Advisers Inc. | 0.00% | Reduce -98.2% | 29 | $4K |
| Broadwater Capital Management LLC | 0.00% | Reduce -99.3% | 28 | $4K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -72.2% | 30 | $2K |
| Robinswood Financial LLC | 0.00% | No change | 10 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 5 | $1K |
| Collier Financial | 0.00% | — | 3 | $370 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $280 |
| Caitlin John, LLC | 0.00% | New | 1 | $141 |
"% 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.