SS SPDR S&P Dividend ETFSDYETF
13F holders, Q4 2025 (December 31)1,237holders +63
68new positions
47sold out
5famous investors
$139.29avg. 13F price*
At the end of Q4 2025, 1,237 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 63 from Q3 2025. 68 opened new positions and 47 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($673.6M) and Raymond James Financial Inc. ($430.1M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $31.2M |
| Exits | 47 | $23.0M |
All 13F filers, Q3 2025 → Q4 2025: 2,802,770 shares bought and 1,240,505 shares sold, net +1,562,265 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,237 holders
| Bank of America Corp. | 0.07% | Reduce -1.0% | 7,282,625 | $1.0B |
| Morgan Stanley | 0.04% | Add +2.0% | 4,840,696 | $673.6M |
| Raymond James Financial Inc. | 0.13% | Reduce -0.8% | 3,090,639 | $430.1M |
| LPL Financial LLC | 0.12% | Reduce -0.1% | 3,028,994 | $421.5M |
| Joel Isaacson & Co., LLC | 12.81% | Add +4.5% | 2,788,428 | $388.0M |
| Royal Bank of Canada | 0.05% | Reduce -0.2% | 2,143,898 | $298.3M |
| Wells Fargo & Company | 0.06% | Add +1.9% | 2,076,605 | $289.0M |
| UBS Group AG | 0.05% | Reduce -1.1% | 1,713,612 | $238.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -1.1% | 1,535,318 | $213.5M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 1,424,694 | $198.3M |
| Susquehanna International Group, LLP | 0.22% | Add +4107.8% | 1,176,575 | $163.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.6% | 1,079,523 | $150.2M |
| Richard Bernstein Advisors LLC | 4.17% | Reduce -2.0% | 1,018,684 | $141.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 954,596 | $132.8M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -3.5% | 932,453 | $129.8M |
| Cetera Investment Advisers | 0.12% | Add +0.9% | 799,885 | $111.3M |
| MAI Capital Management | 0.64% | Add +2.5% | 791,750 | $110.2M |
| Pathstone Holdings, LLC | 0.41% | Add +0.4% | 771,497 | $107.5M |
| Truist Financial Corp. | 0.14% | Reduce -1.3% | 737,711 | $102.7M |
| Destination Wealth Management | 2.38% | Reduce -6.4% | 653,748 | $91.0M |
| Janney Montgomery Scott LLC | 0.19% | Add +0.2% | 605,170 | $84.2M |
| Capital Investment Advisors, LLC | 1.07% | Reduce -1.5% | 502,568 | $69.9M |
| 1ST Source Bank | 3.54% | Reduce -20.1% | 485,458 | $67.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -17.2% | 483,570 | $67.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -1.2% | 481,880 | $67.1M |
| Stifel Financial Corp. | 0.06% | Add +6.2% | 477,988 | $66.5M |
| Osaic Holdings, Inc. | 0.10% | Reduce -0.6% | 476,880 | $66.4M |
| Jones Financial Companies LLLP | 0.04% | Add +7.1% | 457,112 | $63.6M |
| Creative Planning | 0.04% | Reduce -5.0% | 442,161 | $61.5M |
| Elk River Wealth Management LLC | 9.40% | Add +0.8% | 421,724 | $58.5M |
| MML Investors Services, LLC | 0.14% | Add +0.2% | 406,721 | $56.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.6% | 372,401 | $53.0M |
| J.Safra Asset Management Corp | 2.58% | Add +3.4% | 353,863 | $49.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 331,646 | $46.2M |
| Coldstream Capital Management Inc. | 0.59% | Add +45.4% | 325,101 | $45.2M |
| Legacy Financial Group LLC | 5.50% | Add +0.7% | 291,534 | $44.5M |
| Moneta Group Investment Advisors LLC | 0.30% | Add +4.1% | 284,161 | $39.5M |
| Marino, Stram & Associates LLC | 7.04% | Reduce -0.6% | 279,825 | $38.9M |
| Linscomb Wealth, Inc. | 1.62% | Reduce -0.1% | 278,103 | $38.7M |
| Clearstead Advisors, LLC | 0.48% | Reduce -0.7% | 275,277 | $38.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.2% | 258,314 | $35.9M |
| Wolff Financial Management LLC | 7.95% | Add +2.8% | 254,175 | $35.4M |
| Nan Shan Life Insurance Co., Ltd. | 1.06% | No change | 247,496 | $34.4M |
| Baird Financial Group, Inc. | 0.05% | Add +24.2% | 244,654 | $34.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -2.1% | 233,826 | $32.5M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +1.7% | 220,100 | $30.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.6% | 219,703 | $30.6M |
| Mariner, LLC | 0.04% | Reduce -0.8% | 219,138 | $30.5M |
| Lanham O'Dell & Company, Inc. | 8.70% | Add +9.2% | 217,246 | $30.2M |
| Flaharty Asset Management, LLC | 3.45% | Reduce -7.1% | 198,530 | $27.6M |
| Benjamin Edwards Inc. | 0.30% | Add +5.8% | 193,953 | $27.0M |
| Bank of Montreal | 0.01% | Reduce -1.3% | 192,215 | $26.7M |
| Klingman & Associates, LLC | 1.29% | Reduce -1.0% | 191,865 | $26.7M |
| United Capital Financial Advisors, LLC | 0.15% | Add +52.3% | 184,447 | $25.7M |
| NWF Advisory Services Inc. | 2.81% | Reduce -2.0% | 182,430 | $25.4M |
| Graves Light Lenhart Wealth, Inc. | 2.69% | Reduce -0.2% | 181,949 | $25.3M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -8.8% | 178,845 | $24.9M |
| Jackson, Grant Investment Advisers, Inc. | 8.06% | Add +0.1% | 175,880 | $24.5M |
| Scotia Capital Inc. | 0.08% | Reduce -4.0% | 151,280 | $21.0M |
| BNP Paribas Financial Markets | 0.01% | Add +198.2% | 150,913 | $21.0M |
| Capital Advisors, Ltd. LLC | 2.29% | Reduce -0.6% | 145,641 | $20.3M |
| Captrust Financial Advisors | 0.04% | Reduce -0.9% | 135,966 | $18.9M |
| Equitable Holdings, Inc. | 0.13% | Add +6.6% | 134,020 | $18.7M |
| Focus Partners Wealth | 0.02% | Add +44.5% | 132,157 | $18.4M |
| TigerOak Management, L.L.C. | 5.28% | Reduce -0.9% | 124,372 | $17.3M |
| FMR LLC | 0.00% | Reduce -0.5% | 118,045 | $16.4M |
| Comerica Bank | 0.06% | Reduce -2.0% | 114,551 | $15.9M |
| Private Advisor Group, LLC | 0.07% | Add +5.5% | 114,377 | $15.9M |
| Midwest Trust Co | 0.20% | Add +2.5% | 113,533 | $15.8M |
| UMB Bank, n.a. | 0.21% | Reduce -2.6% | 111,417 | $15.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +4.6% | 110,533 | $15.4M |
| &partners | 0.08% | Add +10.1% | 108,987 | $15.2M |
| Associated Banc-Corp | 0.39% | Add +1.9% | 108,878 | $15.2M |
| Hubbell Strickland Wealth Management, LLC | 5.85% | Reduce -0.9% | 104,437 | $14.5M |
| Cibc World Market Inc. | 0.03% | Add +11.9% | 103,701 | $14.4M |
| Bokf, NA | 0.22% | Add +0.6% | 102,079 | $14.2M |
| Corient Private Wealth LP | 0.02% | Add +27.9% | 99,888 | $13.9M |
| CRA Financial Services, LLC | 1.81% | Reduce -1.5% | 99,184 | $13.8M |
| Prosperity Consulting Group, LLC | 0.61% | Reduce -3.6% | 98,201 | $13.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.7% | 98,057 | $13.6M |
| Regent Peak Wealth Advisors LLC | 2.63% | Reduce -2.4% | 95,924 | $13.3M |
| Sard Wealth Management Group, LLC | 7.32% | Add +2.3% | 95,884 | $13.3M |
| US Bancorp \de | 0.02% | Add +0.3% | 93,919 | $13.1M |
| Cerity Partners LLC | 0.02% | Add +29.5% | 93,790 | $13.1M |
| KCM Investment Advisors LLC | 0.42% | Reduce -1.1% | 92,651 | $12.9M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.1% | 91,591 | $12.7M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Reduce -12.4% | 90,575 | $12.6M |
| HB Wealth Management, LLC | 0.08% | Add +0.9% | 89,293 | $12.4M |
| Americana Partners, LLC | 0.34% | Add +88.3% | 89,017 | $12.4M |
| M&T Bank Corp | 0.04% | Reduce -2.5% | 88,451 | $12.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Add +45.7% | 86,864 | $12.1M |
| Wesbanco Bank Inc. | 0.33% | Reduce -0.5% | 85,039 | $11.8M |
| MSH Capital Advisors LLC | 2.50% | Add +3.5% | 83,962 | $11.7M |
| TD Private Client Wealth LLC | 0.25% | Reduce -10.9% | 83,160 | $11.6M |
| National Bank of Canada | 0.01% | Reduce -1.1% | 82,747 | $11.5M |
| NBT Bank, N.A. | 0.74% | No change | 82,327 | $11.5M |
| Northern Trust Corp. | 0.00% | Reduce -13.1% | 81,089 | $11.3M |
| Savant Capital, LLC | 0.06% | Reduce -4.9% | 80,533 | $11.2M |
| World Investment Advisors | 0.18% | Add +9.2% | 80,205 | $11.2M |
| Sage Rhino Capital LLC | 2.06% | Add +1.0% | 78,414 | $10.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -6.7% | 77,691 | $10.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.20% | Add +0.1% | 77,421 | $10.8M |
| Blair William & Co. | 0.03% | Add +4.2% | 77,205 | $10.7M |
| IHT Wealth Management, LLC | 0.26% | Reduce -0.8% | 77,151 | $10.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 3.34% | Reduce -2.3% | 73,932 | $10.3M |
| Destiny Wealth Partners, LLC | 1.16% | Add +0.0% | 69,095 | $10.1M |
| CX Institutional | 0.30% | Reduce -1.0% | 72,793 | $10.1M |
| Greenleaf Trust | 0.09% | Add +0.8% | 72,368 | $10.1M |
| Precedent Wealth Partners, LLC | 2.09% | Reduce -8.8% | 71,737 | $10.0M |
| Confluence Investment Management LLC | 0.14% | Add +2.3% | 69,342 | $9.6M |
| Cwm, LLC | 0.03% | Reduce -32.6% | 68,966 | $9.6M |
| Brown Advisory Inc. | 0.01% | Add +5.8% | 67,855 | $9.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Add +0.0% | 66,091 | $9.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.3% | 65,093 | $9.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.01% | Reduce -1.8% | 61,654 | $9.0M |
| Oppenheimer & Co. Inc. | 0.12% | Add +1.8% | 62,740 | $8.7M |
| Wealthspire Retirement, LLC | 0.53% | Reduce -4.5% | 62,578 | $8.7M |
| Kitching Partners, LLC | 7.77% | Reduce -19.8% | 61,085 | $8.5M |
| Fifth Third Wealth Advisors LLC | 0.30% | Reduce -1.8% | 60,497 | $8.4M |
| Simmons Bank | 0.55% | Reduce -2.1% | 59,304 | $8.3M |
| Wellspring Financial Advisors, LLC | 0.65% | Reduce -1.2% | 59,177 | $8.2M |
| Moneco Advisors, LLC | 0.65% | Reduce -2.1% | 58,746 | $8.2M |
| Corsicana & Co. | 4.56% | Reduce -0.6% | 58,330 | $8.1M |
| Composition Wealth, LLC | 0.11% | Reduce -3.6% | 56,327 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -1.7% | 56,049 | $7.8M |
| Premier Private Wealth Management LLC | 7.99% | — | 51,636 | $7.7M |
| Earned Wealth Advisors, LLC | 0.54% | Add +1477.0% | 55,163 | $7.7M |
| Cornerstone Wealth Management, LLC | 0.40% | Reduce -6.3% | 54,959 | $7.6M |
| Koenig Investment Advisory, LLC | 6.18% | — | 49,121 | $7.6M |
| Wealthspire Advisors, LLC | 0.06% | Reduce -3.4% | 54,222 | $7.5M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -1.5% | 53,601 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -0.1% | 53,463 | $7.4M |
| Whitegate Investment Counselors, Inc. | 2.31% | Add +0.1% | 53,028 | $7.4M |
| Allworth Financial LP | 0.03% | Add +89.7% | 52,768 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -1.7% | 52,349 | $7.3M |
| Franklin Resources Inc. | 0.00% | Reduce -3.0% | 52,017 | $7.2M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 51,886 | $7.2M |
| Aries Wealth Management | 1.56% | Reduce -1.3% | 50,770 | $7.1M |
| Ieq Capital, LLC | 0.02% | Add +1.7% | 50,544 | $7.0M |
| Aspen Grove Capital, LLC | 1.21% | Add +0.0% | 50,332 | $7.0M |
| Private Wealth Group, LLC | 3.34% | Add +3.0% | 50,071 | $7.0M |
| Meridian Wealth Advisors, LLC | 0.96% | Add +5.9% | 49,950 | $7.0M |
| Cresset Asset Management, LLC | 0.03% | Add +8.2% | 49,056 | $6.8M |
| Mission Wealth Management, LP | 0.14% | Reduce -5.1% | 48,856 | $6.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -2.6% | 47,980 | $6.7M |
| Cornerstone Advisory, LLC | 0.61% | Add +0.3% | 46,319 | $6.4M |
| Climber Capital SA | 4.11% | — | 46,537 | $6.3M |
| American Money Management, LLC | 0.98% | Add +2.9% | 44,851 | $6.2M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Reduce -0.7% | 43,175 | $6.1M |
| Arkadios Wealth Advisors | 0.12% | Add +77.6% | 43,775 | $6.1M |
| Shulman DeMeo Asset Management LLC | 1.37% | Reduce -1.1% | 43,296 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +3.7% | 42,951 | $6.0M |
| Kingswood Wealth Advisors, LLC | 0.28% | Add +23.6% | 42,277 | $5.9M |
| Perennial Investment Advisors, LLC | 0.46% | Reduce -3.1% | 42,217 | $5.9M |
| TL Private Wealth | 2.23% | Reduce -1.6% | 40,349 | $5.8M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.25% | Add +8.7% | 41,259 | $5.7M |
| Houlihan Financial Resource Group, Ltd. | 2.19% | Add +120.1% | 39,373 | $5.6M |
| Essex Financial Services, Inc. | 0.32% | Reduce -2.9% | 40,214 | $5.6M |
| Citizens Financial Group Inc. | 0.07% | Reduce -6.5% | 39,740 | $5.5M |
| Sunbelt Securities, Inc. | 0.37% | Add +0.1% | 39,607 | $5.5M |
| First Horizon Corp. | 0.24% | Reduce -0.2% | 39,091 | $5.4M |
| Flagship Harbor Advisors, LLC | 0.25% | Reduce -1.1% | 38,504 | $5.4M |
| Torrey-Payne Wealth Management, LLC | 4.79% | — | 36,401 | $5.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Reduce -0.3% | 38,029 | $5.3M |
| Whittier Trust Co. | 0.06% | Reduce -3.3% | 36,810 | $5.2M |
| Westside Investment Management, Inc. | 0.83% | Add +4.9% | 37,505 | $5.2M |
| Regions Financial Corp. | 0.03% | Reduce -2.8% | 37,406 | $5.2M |
| Brown Brothers Harriman & Co. | 0.03% | No change | 37,364 | $5.2M |
| Ameritas Advisory Services, LLC | 0.19% | Add +27.5% | 36,401 | $5.1M |
| TD Waterhouse Canada Inc. | 0.03% | Add +22.8% | 36,242 | $5.0M |
| Shrier Wealth Management, LLC | 2.01% | — | 36,188 | $5.0M |
| Salomon & Ludwin, LLC | 0.44% | Reduce -1.1% | 35,325 | $5.0M |
| Strategent Financial, LLC | 3.13% | Reduce -6.3% | 35,513 | $4.9M |
| Smithfield Trust Co | 0.22% | Reduce -20.8% | 35,394 | $4.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +15.9% | 35,158 | $4.9M |
| Pettyjohn, Wood & White, Inc. | 0.75% | Reduce -1.0% | 34,352 | $4.8M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +117.0% | 34,213 | $4.8M |
| EP Wealth Advisors, LLC | 0.02% | — | 34,121 | $4.7M |
| Stablepoint Partners, LLC | 0.72% | Add +103.1% | 33,006 | $4.6M |
| Neumann Capital Management, LLC | 1.32% | Reduce -0.6% | 32,715 | $4.6M |
| Founders Grove Wealth Partners, LLC | 1.02% | Reduce -1.1% | 32,655 | $4.5M |
| Johnson & White Wealth Management, LLC | 1.94% | Reduce -2.2% | 32,053 | $4.5M |
| Firestone Capital Management | 0.95% | Reduce -2.8% | 32,031 | $4.5M |
| 1834 Investment Advisors Co. | 0.56% | Reduce -16.0% | 31,956 | $4.4M |
| Bravera Wealth | 2.22% | — | 31,872 | $4.4M |
| Johnson Investment Counsel Inc. | 0.04% | Add +5.8% | 31,745 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.21% | Add +12.3% | 31,613 | $4.4M |
| Mgo One Seven LLC | 0.09% | Add +36.1% | 30,718 | $4.3M |
| BlackRock, Inc. | 0.00% | Add +34.6% | 30,397 | $4.2M |
| Mycio Wealth Partners, LLC | 0.87% | Add +0.7% | 30,306 | $4.2M |
| NorthRock Partners, LLC | 0.07% | Add +1.2% | 30,162 | $4.2M |
| Sagespring Wealth Partners, LLC | 0.08% | Reduce -1.2% | 30,018 | $4.2M |
| Charles Schwab Trust Co | 0.27% | Add +0.3% | 29,980 | $4.2M |
| Citadel Advisors | 0.00% | Add +56.8% | 29,545 | $4.1M |
| Prospera Financial Services Inc | 0.07% | Add +8.6% | 29,441 | $4.1M |
| Deutsche Bank AG | 0.00% | Reduce -12.4% | 29,468 | $4.1M |
| Lewis Asset Management, LLC | 1.67% | Reduce -2.3% | 29,400 | $4.1M |
| American Trust | 0.34% | Reduce -1.7% | 29,120 | $4.1M |
| LifeSteps Financial, Inc. | 2.59% | Reduce -1.0% | 29,051 | $4.0M |
| Balefire, LLC | 0.79% | Add +0.1% | 28,998 | $4.0M |
| Novem Group | 0.47% | Reduce -0.0% | 28,997 | $4.0M |
| Black Diamond Financial, LLC | 0.42% | Reduce -9.1% | 28,467 | $4.0M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Add +6.3% | 28,195 | $3.9M |
| Valley Wealth Managers, Inc. | 0.25% | Reduce -5.0% | 28,090 | $3.9M |
| Chicago Partners Investment Group LLC | 0.10% | Add +9.4% | 26,419 | $3.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.16% | Reduce -5.6% | 27,816 | $3.9M |
| 1832 Asset Management L.P. | 0.00% | Add +1.0% | 27,278 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -4.2% | 26,993 | $3.8M |
| Larson Financial Group LLC | 0.12% | Add +0.1% | 26,804 | $3.7M |
| Shum Financial Group, Inc. | 2.66% | Add +1.8% | 26,545 | $3.7M |
| Meridian Financial Advisors, LLC | 1.99% | Reduce -1.5% | 26,277 | $3.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.6% | 26,094 | $3.6M |
| AQR Capital Management | 0.00% | Reduce -0.1% | 25,856 | $3.6M |
| Canandaigua National Bank & Trust Co. | 0.32% | Reduce -3.3% | 25,846 | $3.6M |
| Asset Management Group, Inc. | 0.58% | Add +1.0% | 25,614 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +5.8% | 25,576 | $3.6M |
| CENTRAL TRUST Co | 0.07% | Reduce -3.4% | 25,546 | $3.6M |
| Financial Planning Hawaii, Inc. | 2.01% | — | 25,072 | $3.5M |
| Freestone Capital Holdings, LLC | 0.10% | Reduce 0.0% | 24,911 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.7% | 24,761 | $3.4M |
| Snowden Capital Advisors LLC | 0.09% | Add +11.8% | 24,635 | $3.4M |
| Independence Bank of Kentucky | 0.42% | No change | 24,517 | $3.4M |
| HighPoint Advisor Group LLC | 0.07% | New | 24,379 | $3.4M |
| Dumont & Blake Investment Advisors LLC | 0.81% | Reduce -5.9% | 24,335 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +1.2% | 24,298 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -45.5% | 33,731 | $3.4M |
| Fell Capital Management | 3.26% | — | 24,027 | $3.3M |
| Advisory Services Network, LLC | 0.05% | Add +3.0% | 23,856 | $3.3M |
| Citigroup Inc. | 0.00% | Reduce -8.3% | 23,761 | $3.3M |
| Treasure Coast Financial Planning | 1.75% | Add +2.7% | 23,635 | $3.3M |
| Blueprint Financial Advisors LLC | 0.50% | Reduce -0.4% | 23,627 | $3.3M |
| Blueprint Investment Partners LLC | 0.35% | Reduce -0.6% | 23,627 | $3.3M |
| Sage Capital Management, LLC | 1.52% | Add +0.6% | 23,600 | $3.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.2% | 23,457 | $3.3M |
| Simon Quick Advisors, LLC | 0.14% | Reduce -4.0% | 23,186 | $3.2M |
| AA Financial Advisors, LLC | 0.59% | Reduce -1.4% | 23,075 | $3.2M |
| Janney Capital Management LLC | 0.20% | New | 22,883 | $3.2M |
| Greenberg Financial Group | 1.30% | — | 22,603 | $3.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +15.9% | 22,523 | $3.1M |
| Bessemer Group Inc. | 0.00% | No change | 22,447 | $3.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.4% | 22,204 | $3.1M |
| Connecticut Wealth Management, LLC | 0.13% | Reduce -0.4% | 22,185 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -12.7% | 22,100 | $3.1M |
| Welch & Forbes LLC | 0.04% | Add +0.8% | 22,079 | $3.1M |
| ProVise Management Group, LLC | 0.22% | Reduce -14.8% | 21,825 | $3.0M |
| Legacy Advisors, LLC | 0.32% | Reduce -2.8% | 21,685 | $3.0M |
| PFG Investments, LLC | 0.14% | Add +0.2% | 21,519 | $3.0M |
| Denver Wealth Management, Inc. | 1.05% | Reduce -8.1% | 21,391 | $3.0M |
| Western Wealth Management, LLC | 0.14% | Add +4.2% | 21,371 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.34% | Reduce -9.4% | 21,345 | $3.0M |
| Principle Wealth Partners LLC | 0.17% | Add +7.0% | 21,302 | $3.0M |
| First Trust Advisors LP | 0.00% | Add +3.1% | 21,243 | $3.0M |
| Carnegie Investment Counsel | 0.05% | Reduce -0.4% | 21,021 | $2.9M |
| Narwhal Capital Management | 0.21% | No change | 20,989 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -0.1% | 20,882 | $2.9M |
| Adkins Seale Capital Management LLC | 2.85% | — | 20,692 | $2.9M |
| Choreo, LLC | 0.04% | Add +7.9% | 20,512 | $2.9M |
| FineMark National Bank & Trust | 0.09% | Add +4.2% | 19,921 | $2.8M |
| Argent Trust Co | 0.09% | Add +5.7% | 19,871 | $2.8M |
| Hillcrest Wealth Advisors - NY, LLC | 1.18% | Reduce -0.1% | 19,650 | $2.7M |
| Roble, Belko & Company, Inc | 0.36% | No change | 19,565 | $2.7M |
| Sugar Maple Asset Management, LLC | 1.78% | No change | 19,022 | $2.6M |
| Savvy Advisors, Inc. | 0.09% | New | 19,001 | $2.6M |
| PKS Advisory Services, LLC | 0.60% | Reduce -6.1% | 18,820 | $2.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +57.5% | 18,541 | $2.6M |
| Montag A & Associates Inc. | 0.12% | Reduce -2.6% | 18,477 | $2.6M |
| Calydon Capital | 0.43% | Add +0.7% | 18,138 | $2.5M |
| Planning Directions Inc. | 1.26% | Reduce -5.0% | 17,991 | $2.5M |
| New England Private Wealth Advisors LLC | 0.31% | Add +0.2% | 17,976 | $2.5M |
| Capstone Wealth Management Group, LLC | 1.05% | Reduce -3.2% | 17,967 | $2.5M |
| Harbour Capital Advisors, LLC | 0.51% | Add +0.3% | 17,755 | $2.5M |
| Visionary Wealth Advisors | 0.11% | Reduce -2.1% | 17,702 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +121.4% | 17,611 | $2.5M |
| Belpointe Asset Management LLC | 0.09% | Add +16.2% | 17,647 | $2.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | Add +108.0% | 15,793 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +27.4% | 17,207 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.8% | 16,932 | $2.4M |
| Arax Advisory Partners | 0.07% | New | 16,628 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.9% | 16,590 | $2.3M |
| Purkiss Capital Advisors LLC | 1.08% | Reduce -0.9% | 16,485 | $2.3M |
| Good Harbor Advisors, Inc. | 2.65% | — | 16,387 | $2.3M |
| Focus Financial Network, Inc. | 0.08% | Reduce -0.6% | 16,267 | $2.3M |
| Sachetta, LLC | 1.24% | Add +0.1% | 16,256 | $2.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.1% | 16,242 | $2.3M |
| Occidental Asset Management, LLC | 0.27% | No change | 16,227 | $2.3M |
| Tocqueville Asset Management L.P. | 0.03% | Add +329.3% | 16,140 | $2.2M |
| Evergreen Capital Management LLC | 0.05% | Reduce -1.6% | 16,075 | $2.2M |
| Cozad Asset Management Inc. | 0.17% | Reduce -1.8% | 15,678 | $2.2M |
| Independent Financial Group, LLC | 0.05% | Add +2.3% | 15,662 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +1.0% | 15,644 | $2.2M |
| Madison Asset Management, LLC | 0.03% | Add +0.2% | 15,638 | $2.2M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -0.7% | 15,527 | $2.2M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -4.0% | 15,511 | $2.2M |
| Investment Partners, LTD. | 0.76% | No change | 15,509 | $2.2M |
| Retirement Investment Advisors, Inc. | 0.17% | Reduce -5.3% | 15,460 | $2.2M |
| PDS Planning, Inc | 0.14% | Add +0.1% | 15,240 | $2.1M |
| Global Retirement Partners, LLC | 0.04% | Reduce -18.7% | 15,154 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +6.5% | 15,153 | $2.1M |
| truNorth Financial Services, Inc. | 2.27% | — | 15,059 | $2.1M |
| Ellenbecker Investment Group | 0.29% | Add +7.8% | 14,996 | $2.1M |
| Tiaa Trust, National Association | 0.00% | Add +0.4% | 14,780 | $2.1M |
| Aberdeen Wealth Management LLC | 0.95% | Add +0.1% | 14,774 | $2.1M |
| Peak Asset Management, LLC | 0.35% | Reduce -0.2% | 14,762 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +37.4% | 14,703 | $2.0M |
| Eagle Strategies LLC | 0.26% | Add +2.4% | 14,625 | $2.0M |
| Aspiriant, LLC | 0.06% | Reduce -6.5% | 14,553 | $2.0M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -18.4% | 14,500 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +4.8% | 14,431 | $2.0M |
| WESPAC Advisors, LLC | 1.08% | Add +293.9% | 14,343 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.58% | Reduce -2.3% | 14,250 | $2.0M |
| Long Run Wealth Advisors, LLC | 0.37% | Add +0.7% | 14,212 | $2.0M |
| Pines Wealth Management, LLC | 0.64% | Add +3.7% | 14,211 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Reduce -1.2% | 14,178 | $2.0M |
| Centennial Bank | 0.78% | Reduce -9.0% | 14,155 | $2.0M |
| Harbour Investments, Inc. | 0.04% | Add +21.1% | 14,115 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -20.0% | 14,106 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -3.3% | 14,092 | $2.0M |
| Liberty One Investment Management, LLC | 0.25% | Reduce -21.5% | 14,018 | $2.0M |
| Parcion Private Wealth LLC | 0.12% | Add +148.5% | 13,963 | $1.9M |
| One Wealth Map LLC | 0.99% | Add +11.2% | 13,006 | $1.9M |
| Newman Dignan & Sheerar, Inc. | 0.40% | Reduce -25.7% | 13,681 | $1.9M |
| Mechanics Bank Trust Department | 0.25% | Reduce -14.6% | 13,673 | $1.9M |
| Vanguard Group Inc. | 0.00% | Reduce -7.5% | 13,649 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +0.3% | 13,499 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.25% | Reduce -0.5% | 13,480 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -7.2% | 13,333 | $1.9M |
| Cadence Bank | 0.11% | Add +16.7% | 13,187 | $1.8M |
| Cadent Capital Advisors, LLC | 0.48% | Add +12.9% | 13,116 | $1.8M |
| Ascent Group, LLC | 0.06% | Reduce -0.9% | 13,109 | $1.8M |
| 1015 Capital Partners, LLC | 1.75% | — | 12,814 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -2.4% | 12,694 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.7% | 12,619 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -4.2% | 12,460 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.8% | 12,439 | $1.7M |
| Principal Securities, Inc. | 0.03% | Reduce -2.7% | 12,394 | $1.7M |
| Union Savings Bank | 0.75% | — | 12,364 | $1.7M |
| Drucker Wealth 3.0, LLC | 0.30% | Reduce -7.7% | 12,351 | $1.7M |
| Coston, McIsaac & Partners | 0.40% | Reduce -1.8% | 12,320 | $1.7M |
| Hollencrest Capital Management | 0.06% | No change | 12,267 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +5.6% | 12,227 | $1.7M |
| Cooksen Wealth, LLC | 1.24% | Add +1.2% | 12,170 | $1.7M |
| Forbes Financial Planning, Inc. | 0.98% | Reduce -55.2% | 12,101 | $1.7M |
| IFG Advisory, LLC | 0.07% | Add +2.2% | 12,098 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Add +56.1% | 12,058 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.70% | Reduce -5.0% | 12,011 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 12,000 | $1.7M |
| Integrity Alliance, Llc. | 0.06% | Add +57.7% | 11,994 | $1.7M |
| GreatBanc Trust CO | 1.17% | Reduce -2.9% | 11,978 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -2.9% | 11,969 | $1.7M |
| Rebalance, LLC | 0.09% | Add +3.9% | 11,606 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.1% | 11,516 | $1.6M |
| Bank Ozk | 0.57% | No change | 11,502 | $1.6M |
| Investors Research Corp | 0.29% | Reduce -0.9% | 11,425 | $1.6M |
| WCG Wealth Advisors LLC | 0.04% | New | 11,411 | $1.6M |
| White Pine Capital LLC | 0.44% | Add +0.4% | 11,382 | $1.6M |
| Tufton Capital Management | 0.28% | Reduce -7.6% | 11,365 | $1.6M |
| MLP3, LLC | 1.69% | — | 11,146 | $1.6M |
| Hardworking Capital Advisors, LLC | 1.40% | — | 11,062 | $1.5M |
| Aspect Partners, LLC | 0.67% | Reduce -6.3% | 11,000 | $1.5M |
| Daymark Wealth Partners, LLC | 0.05% | Reduce -0.5% | 10,989 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -4.9% | 10,960 | $1.5M |
| Pallas Capital Advisors LLC | 0.05% | Add +4.4% | 10,942 | $1.5M |
| Waldron Private Wealth LLC | 0.06% | No change | 10,842 | $1.5M |
| Trust Co. of Vermont | 0.06% | Add +0.7% | 10,830 | $1.5M |
| Tyche Wealth Partners LLC | 0.24% | Add +3.1% | 10,823 | $1.5M |
| Ledyard National Bank | 0.13% | Reduce -8.9% | 10,760 | $1.5M |
| Florida Trust Wealth Management Co | 0.04% | No change | 10,729 | $1.5M |
| McNaughton Wealth Management, LLC | 0.61% | Reduce -0.6% | 10,685 | $1.5M |
| Councilor Wealth, LLC | 0.70% | Reduce -18.3% | 10,645 | $1.5M |
| Simplicity Wealth,LLC | 0.09% | Add +5.7% | 10,639 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -45.6% | 10,634 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +0.0% | 10,573 | $1.5M |
| High Falls Advisors, Inc | 0.30% | Reduce -22.5% | 10,499 | $1.5M |
| Centaurus Financial, Inc. | 0.07% | Add +211.5% | 10,453 | $1.5M |
| Churchill Financial Advisors, LLC | 0.44% | — | 10,428 | $1.5M |
| Avantax Planning Partners, Inc. | 0.04% | Add +0.1% | 10,279 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.1% | 10,236 | $1.4M |
| SVB Wealth LLC | 0.08% | No change | 10,143 | $1.4M |
| Roger Wittlin Investment Advisory, LLC | 0.99% | Reduce -20.7% | 10,138 | $1.4M |
| Legend Capital Advisors LLC | 0.78% | — | 10,114 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -2.1% | 10,103 | $1.4M |
| Bar Harbor Wealth Management | 0.08% | No change | 10,076 | $1.4M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -3.4% | 10,045 | $1.4M |
| VeraBank, N.A. | 0.25% | No change | 9,900 | $1.4M |
| Kovack Advisors, Inc. | 0.06% | Add +110.4% | 9,725 | $1.4M |
| Richwood Investment Advisors, LLC | 0.97% | Reduce -3.5% | 8,807 | $1.4M |
| Destiny Capital Corp | 0.69% | No change | 9,673 | $1.3M |
| Lodestar Private Asset Management LLC | 0.14% | Reduce -14.3% | 9,668 | $1.3M |
| Winebrenner Capital Management LLC | 0.90% | Reduce -0.2% | 9,655 | $1.3M |
| Hourglass Capital, LLC | 0.29% | Reduce -2.9% | 9,605 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -3.0% | 9,570 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.48% | Reduce -1.0% | 9,567 | $1.3M |
| Palisade Asset Management, LLC | 0.13% | Reduce -1.6% | 9,486 | $1.3M |
| Sovran Advisors, LLC | 0.11% | Reduce -6.0% | 8,999 | $1.3M |
| Dakota Wealth Management | 0.02% | No change | 9,476 | $1.3M |
| Axis Wealth Partners, LLC | 0.73% | Reduce -1.6% | 9,464 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.9% | 9,453 | $1.3M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +4.8% | 9,448 | $1.3M |
| MidFirst Bank | 0.10% | — | 9,335 | $1.3M |
| Verdence Capital Advisors LLC | 0.08% | Add +0.1% | 9,314 | $1.3M |
| Capital Advisors Inc. | 0.02% | Reduce -1.1% | 9,307 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.33% | Reduce -0.5% | 9,208 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -2.7% | 9,174 | $1.3M |
| Conservest Capital Advisors, Inc. | 0.12% | Reduce -0.8% | 9,170 | $1.3M |
| Warner Financial, Inc. | 0.44% | No change | 9,156 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,154 | $1.3M |
| SlateStone Wealth, LLC | 0.11% | Reduce -3.2% | 9,139 | $1.3M |
| Fort Point Capital Partners LLC | 0.15% | No change | 8,650 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | Add +1.1% | 9,088 | $1.3M |
| Capital Analysts, LLC | 0.03% | Add +0.4% | 9,070 | $1.3M |
| Lansing Street Advisors | 0.32% | Reduce -1.5% | 9,031 | $1.3M |
| Sage Mountain Advisors LLC | 0.07% | Reduce -8.6% | 8,985 | $1.3M |
| XTX Topco Ltd | 0.03% | New | 8,935 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +16.7% | 8,919 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -3.3% | 8,899 | $1.2M |
| Canal Capital Management, LLC | 0.18% | Add +4.2% | 8,897 | $1.2M |
| Coastline Trust Co | 0.12% | No change | 8,859 | $1.2M |
| Freedom Financial Partners LLC | 0.45% | Reduce -0.1% | 8,843 | $1.2M |
| Howard Wealth Management, LLC | 0.54% | Reduce -3.7% | 8,840 | $1.2M |
| Altus Wealth Group LLC | 0.49% | Reduce -9.0% | 8,801 | $1.2M |
| High Net Worth Advisory Group LLC | 0.28% | Add +0.2% | 8,769 | $1.2M |
| Weaver Consulting Group | 0.30% | Add +0.1% | 8,750 | $1.2M |
| Zhang Financial LLC | 0.05% | Reduce -38.2% | 8,732 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -0.1% | 8,720 | $1.2M |
| Rathbones Group PLC | 0.00% | No change | 8,675 | $1.2M |
| Westmount Partners, LLC | 0.30% | Reduce -2.2% | 8,626 | $1.2M |
| Golden State Wealth Management, LLC | 0.13% | Add +0.8% | 8,619 | $1.2M |
| Blue Fin Capital, Inc. | 0.19% | Reduce -1.2% | 8,600 | $1.2M |
| Pps&v Asset Management Consultants, Inc. | 0.69% | No change | 8,573 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -1.2% | 8,502 | $1.2M |
| 2UniFi Bank | 0.56% | Reduce -0.4% | 8,488 | $1.2M |
| Atalanta Sosnoff Capital, LLC | 0.02% | Reduce -0.4% | 8,487 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.4% | 8,430 | $1.2M |
| Orleans Capital Management Corp. | 0.73% | New | 8,400 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +35.1% | 8,377 | $1.2M |
| Harbour Trust & Investment Management Co | 0.12% | Reduce -8.8% | 8,201 | $1.1M |
| Seven Springs Wealth Group, LLC | 0.33% | No change | 8,192 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +7.2% | 8,133 | $1.1M |
| Agate Pass Investment Management, LLC | 0.42% | Reduce -0.7% | 8,131 | $1.1M |
| Caprock Group, LLC | 0.02% | Reduce -0.7% | 8,044 | $1.1M |
| Flagstar Securities, Inc. | 0.37% | Add +1.8% | 8,016 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -1.6% | 8,002 | $1.1M |
| AlTi Global, Inc. | 0.02% | No change | 8,002 | $1.1M |
| Financial Management Network Inc. | 0.18% | Add +0.1% | 7,909 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -12.4% | 7,937 | $1.1M |
| Raab & Moskowitz Asset Management LLC | 0.24% | No change | 7,926 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -1.1% | 7,909 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 7,880 | $1.1M |
| Thomasville National Bank | 0.07% | No change | 7,855 | $1.1M |
| Cove Private Wealth, LLC | 0.33% | No change | 7,818 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.6% | 7,788 | $1.1M |
| Mathes Company, Inc. | 0.39% | No change | 7,740 | $1.1M |
| Seamount Financial Group Inc. | 0.49% | Reduce -6.4% | 7,709 | $1.1M |
| American State Bank (Iowa) | 0.51% | No change | 7,690 | $1.1M |
| Reality Financial Planning Services, LLC | 1.02% | — | 7,642 | $1.1M |
| Keybank National Association | 0.00% | Reduce -8.2% | 7,600 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -2.9% | 7,571 | $1.1M |
| BIP Wealth, LLC | 0.04% | Add +67.3% | 7,551 | $1.1M |
| Vawter Financial, Ltd. | 0.44% | No change | 7,500 | $1.0M |
| Serenity Investment Advisors | 0.61% | — | 7,259 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +3.7% | 7,449 | $1.0M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -22.2% | 7,430 | $1.0M |
| Laurel Oak Wealth Management, LLC | 0.17% | — | 7,385 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.21% | Reduce -9.7% | 7,308 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | Add +11.7% | 7,300 | $1.0M |
| BCS Private Wealth Management, Inc. | 0.35% | No change | 7,290 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -2.3% | 7,283 | $1.0M |
| Hilltop Holdings Inc. | 0.06% | Reduce -5.4% | 7,261 | $1.0M |
| Forum Financial Management, LP | 0.01% | Reduce -6.2% | 7,151 | $995K |
| Curbstone Financial Management Corp | 0.19% | No change | 7,150 | $995K |
| Calamos Wealth Management LLC | 0.03% | Reduce -3.0% | 7,150 | $995K |
| O'Brien Wealth Partners LLC | 0.13% | Add +0.6% | 7,133 | $993K |
| Curi Capital, LLC | 0.02% | Add +13.1% | 7,039 | $980K |
| Kentucky Trust Co | 0.52% | Reduce -4.0% | 7,005 | $975K |
| Forza Wealth Management, LLC | 0.35% | No change | 7,000 | $974K |
| AMG National Trust Bank | 0.02% | No change | 6,970 | $970K |
| Fifth Third Bancorp | 0.00% | Add +4.2% | 6,938 | $965K |
| Armstrong Advisory Group, Inc. | 0.07% | Add +0.0% | 6,927 | $964K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -68.8% | 6,925 | $964K |
| Buck Wealth Strategies, LLC | 0.12% | Reduce -53.6% | 6,909 | $961K |
| Astoria Portfolio Advisors LLC. | 0.22% | Add +15.0% | 6,165 | $954K |
| STAR Financial Bank | 0.49% | Reduce -5.9% | 6,849 | $953K |
| Mosaic Advisors LLC | 1.83% | New | 6,829 | $950K |
| American Institute for Advanced Investment Management, LLP | 0.61% | Reduce -5.0% | 6,825 | $950K |
| RMR Wealth Builders | 0.08% | No change | 6,809 | $947K |
| Martin Capital Partners, LLC | 0.35% | Add +49.9% | 6,673 | $929K |
| Norden Group LLC | 0.09% | Reduce -5.1% | 6,675 | $929K |
| Madrid Wealth Management, LLC | 0.75% | — | 6,663 | $927K |
| BOK Financial Private Wealth, Inc. | 0.06% | Reduce -4.7% | 6,623 | $922K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -5.9% | 6,616 | $921K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -8.2% | 6,583 | $916K |
| Evoke Wealth, LLC | 0.02% | No change | 6,579 | $916K |
| Intrua Financial, LLC | 0.10% | Reduce -0.7% | 6,534 | $909K |
| Greenhouse Wealth Management, LLC | 0.53% | Add +0.3% | 6,493 | $904K |
| Signal Advisors Wealth, LLC | 0.07% | Add +67.3% | 6,444 | $897K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +1.6% | 6,369 | $886K |
| First Commonwealth Financial Corp | 0.15% | Add +5.4% | 6,368 | $886K |
| Peoples Bank | 0.55% | Reduce -0.1% | 6,314 | $879K |
| IFP Advisors, Inc | 0.02% | Add +42.5% | 6,271 | $873K |
| Indivisible Partners | 0.09% | — | 6,198 | $863K |
| Glassman Wealth Services | 0.12% | Add +3.2% | 6,195 | $862K |
| JMG Financial Group, Ltd. | 0.02% | Add +186.7% | 6,176 | $859K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +128.0% | 6,174 | $859K |
| GEN Financial Management, INC. | 0.54% | Add +2.4% | 6,163 | $858K |
| Hazlett, Burt & Watson, Inc. | 0.27% | Add +21.3% | 6,156 | $857K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -0.1% | 6,147 | $855K |
| D. E. Shaw & Co. | 0.00% | New | 6,116 | $851K |
| AlphaStar Capital Management, LLC | 0.06% | Add +4.2% | 6,097 | $848K |
| Semitam Bonam LLC | 0.71% | No change | 6,090 | $847K |
| HHM Wealth Advisors, LLC | 0.10% | No change | 6,045 | $841K |
| Signaturefd, LLC | 0.01% | Reduce -3.0% | 6,035 | $840K |
| Agf Management Ltd. | 0.00% | No change | 6,033 | $840K |
| Nwam LLC | 0.05% | Reduce -1.1% | 5,752 | $837K |
| Heritage Financial Services, LLC | 0.07% | No change | 6,015 | $837K |
| First National Bank of Omaha | 0.02% | New | 5,956 | $835K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -6.3% | 5,995 | $834K |
| JFS Wealth Advisors, LLC | 0.05% | No change | 5,950 | $828K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.6% | 5,941 | $827K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -4.9% | 5,924 | $824K |
| StoneX Group Inc. | 0.04% | Reduce -5.6% | 5,905 | $822K |
| SC&H Financial Advisors, Inc. | 0.13% | Reduce -1.0% | 5,898 | $821K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -40.3% | 5,867 | $816K |
| Appleton Partners Inc. | 0.05% | Reduce -0.9% | 5,860 | $815K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | No change | 5,817 | $809K |
| Mather Group, Llc. | 0.01% | Add +17.3% | 5,816 | $809K |
| Glenmede Trust Co. NA | 0.00% | — | 5,772 | $803K |
| Guyasuta Investment Advisors Inc. | 0.05% | Reduce -4.3% | 5,764 | $802K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +4.1% | 5,755 | $801K |
| Navis Wealth Advisors, LLC | 0.34% | Add +1.5% | 5,742 | $799K |
| Wedbush Securities Inc. | 0.02% | Add +0.3% | 5,719 | $796K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 5,679 | $790K |
| Payne Capital Management, LLC | 0.25% | Reduce -6.1% | 5,674 | $790K |
| Interchange Capital Partners, LLC | 0.15% | Reduce -1.9% | 5,653 | $787K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +3.9% | 5,646 | $786K |
| Garrison Point Advisors, LLC | 0.35% | Reduce -0.5% | 5,643 | $785K |
| Taylor Financial Group, Inc. | 0.46% | No change | 5,618 | $782K |
| Three Bearings Fiduciary Advisors, Inc. | 0.72% | — | 5,200 | $773K |
| Glen Eagle Advisors, LLC | 0.10% | Reduce -8.9% | 5,535 | $770K |
| United Bank | 0.26% | Reduce -0.0% | 5,495 | $765K |
| Moors & Cabot, Inc. | 0.03% | Reduce -14.6% | 5,467 | $761K |
| Ritholtz Wealth Management | 0.01% | Add +4.7% | 5,463 | $760K |
| Capstone Wealth Management Group LLC | 0.46% | Add +0.7% | 5,430 | $756K |
| Saxon Interests, Inc. | 0.27% | No change | 5,428 | $755K |
| MWA Asset Management | 0.42% | Add +0.3% | 5,428 | $755K |
| MKT Advisors LLC | 0.26% | Reduce -1.6% | 5,344 | $752K |
| Old National Bancorp | 0.01% | No change | 5,406 | $752K |
| SevenBridge Financial Group, LLC | 0.12% | Add +0.2% | 5,061 | $742K |
| Cascade Financial Partners, LLC | 0.08% | Reduce -1.5% | 5,322 | $741K |
| Decision Investments, Inc. | 0.80% | — | 5,247 | $730K |
| Keating Financial Advisory Services, Inc. | 0.10% | — | 5,206 | $724K |
| Evelyn Partners Asset Management Ltd | 0.17% | Add +3.6% | 5,204 | $724K |
| Sandy Cove Advisors, LLC | 0.21% | Add +0.3% | 5,195 | $723K |
| Pension & Wealth Management Advisors, Inc. | 0.21% | Reduce -13.5% | 5,192 | $723K |
| Atticus Wealth Management, LLC | 0.18% | No change | 5,185 | $722K |
| NewEdge Wealth, LLC | 0.01% | Add +2.9% | 5,171 | $720K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -7.3% | 5,170 | $719K |
| Truepoint, Inc. | 0.02% | Add +40.6% | 5,169 | $719K |
| One Capital Management, LLC | 0.02% | Reduce -23.0% | 5,130 | $714K |
| Cambridge Capital Management, LLC | 0.32% | Reduce -24.1% | 5,118 | $712K |
| Noesis Capital Mangement Corp. | 0.10% | Reduce -2.1% | 5,093 | $709K |
| Trust Co. of Toledo NA | 0.07% | Reduce -7.5% | 5,084 | $707K |
| One Day In July LLC | 0.06% | No change | 5,078 | $707K |
| Ransom Advisory, Ltd | 0.28% | New | 5,065 | $705K |
| North Star Investment Management Corp. | 0.04% | Add +204.4% | 5,063 | $705K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -21.0% | 5,059 | $704K |
| Keystone Financial Group | 0.05% | Reduce -5.5% | 5,023 | $699K |
| Burns J W & Co. Inc. | 0.08% | Reduce -2.9% | 5,007 | $697K |
| Accredited Investors Inc. | 0.04% | No change | 4,975 | $692K |
| Cambridge Advisors Inc. | 0.13% | Reduce -3.5% | 4,966 | $691K |
| Intellus Advisors LLC | 0.09% | No change | 4,953 | $689K |
| AE Wealth Management LLC | 0.00% | Add +15.6% | 4,942 | $688K |
| Princeton Global Asset Management LLC | 0.11% | Add +134.6% | 4,887 | $680K |
| Ferguson Johnson Wealth Management Inc | 0.57% | — | 4,887 | $680K |
| Phillips Financial Management, LLC | 0.04% | Reduce -3.2% | 4,871 | $678K |
| Triangle Securities Wealth Management | 0.14% | Reduce -1.4% | 4,853 | $675K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $668K |
| Kaydan Wealth Management, Inc. | 0.19% | Add +0.2% | 4,796 | $667K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -8.5% | 4,787 | $666K |
| Strategic Blueprint, LLC | 0.04% | Reduce -54.8% | 4,761 | $663K |
| Smith, Moore & Co. | 0.05% | Reduce -19.3% | 4,760 | $662K |
| Hilton Capital Management, LLC | 0.05% | No change | 4,750 | $661K |
| Rossmore Private Capital | 0.06% | Add +5.6% | 4,745 | $660K |
| Disciplined Investments, LLC | 0.25% | No change | 4,654 | $648K |
| Sageworth Trust Co | 0.03% | No change | 4,637 | $645K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 4,637 | $645K |
| RFG Advisory, LLC | 0.01% | Reduce -9.9% | 4,620 | $643K |
| Ehrlich Financial Group | 0.36% | Reduce -2.3% | 4,592 | $639K |
| Sacks & Associates, LLC | 0.47% | — | 4,589 | $639K |
| Everhart Financial Group, Inc. | 0.06% | No change | 4,588 | $638K |
| International Assets Investment Management, LLC | 0.04% | Reduce -30.1% | 4,573 | $636K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -0.9% | 4,562 | $635K |
| Vident Advisory, LLC | 0.01% | Reduce -1.9% | 4,560 | $635K |
| Alexander Labrunerie & Co., Inc. | 0.23% | No change | 4,542 | $632K |
| 71 West Capital Partners | 0.03% | — | 4,536 | $631K |
| Wedmont Private Capital | 0.02% | Add +0.6% | 4,469 | $628K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 4,512 | $628K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -33.3% | 4,479 | $623K |
| WealthBridge Capital Management, LLC | 0.14% | Add +5.9% | 4,472 | $622K |
| Capital Asset Advisory Services LLC | 0.03% | Add +0.5% | 4,373 | $622K |
| Alpha Capital Advisors Inc. | 0.58% | — | 4,299 | $621K |
| Investment Advisory Group, LLC | 0.16% | No change | 4,460 | $621K |
| SRH Advisors, LLC | 0.18% | No change | 4,460 | $621K |
| Certified Advisory Corp | 0.06% | Reduce -32.5% | 4,458 | $620K |
| Kwmg, LLC | 0.05% | Reduce -3.9% | 4,440 | $618K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 4,025 | $617K |
| Berkeley, Inc | 0.20% | Add +0.1% | 4,432 | $617K |
| Private Wealth Advisors, LLC | 0.22% | Reduce -2.7% | 4,429 | $616K |
| GM Advisory Group, LLC | 0.02% | Add +197.8% | 4,398 | $612K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +1.3% | 4,374 | $609K |
| Hengehold Capital Management LLC | 0.05% | Reduce -1.5% | 4,369 | $608K |
| Smartleaf Asset Management LLC | 0.02% | Add +977.9% | 4,333 | $607K |
| Blue Trust, Inc. | 0.01% | Add +5.7% | 4,355 | $606K |
| Compound Planning, Inc. | 0.02% | Add +3.9% | 4,355 | $606K |
| Ticino Wealth | 0.22% | — | 4,327 | $602K |
| Reynders McVeigh Capital Management, LLC | 0.03% | Reduce -5.0% | 4,317 | $601K |
| Uhlmann Price Securities, LLC | 0.35% | Add +0.1% | 4,284 | $596K |
| ZWJ Investment Counsel Inc. | 0.02% | Add +0.4% | 4,264 | $593K |
| Horst & Graben Wealth Management LLC | 0.09% | Reduce -6.3% | 4,238 | $590K |
| Wood Tarver Financial Group, LLC | 0.17% | Reduce -24.9% | 4,234 | $589K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 4,225 | $588K |
| Sutton Place Investors LLC | 0.32% | No change | 4,217 | $587K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -6.3% | 4,210 | $586K |
| Beacon Bridge Wealth Partners, LLC | 0.19% | Reduce -1.2% | 4,207 | $585K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 4,207 | $585K |
| Vise Technologies, Inc. | 0.01% | Add +108.3% | 4,176 | $581K |
| Missouri Trust & Investment Co | 0.17% | No change | 4,160 | $579K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -3.5% | 4,126 | $574K |
| Holistic Financial Partners | 0.21% | Reduce -0.9% | 4,117 | $573K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,115 | $573K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -2.1% | 4,111 | $572K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -56.5% | 4,057 | $565K |
| Key Financial Inc | 0.10% | No change | 4,029 | $561K |
| Asset Dedication, LLC | 0.04% | Add +0.1% | 4,027 | $560K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.1% | 4,011 | $558K |
| Ashford Advisors, LLC | 0.12% | No change | 4,000 | $557K |
| Westco Advisory Services Inc. | 0.34% | — | 3,992 | $556K |
| Money Concepts Capital Corp. | 0.03% | Add +8.0% | 3,991 | $555K |
| Harbor Asset Planning, Inc. | 0.47% | Add +0.7% | 3,970 | $552K |
| Tsfg, LLC | 0.08% | Add +61.8% | 3,958 | $551K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -5.7% | 3,955 | $550K |
| Patron Partners, LLC | 0.24% | Reduce -14.1% | 3,945 | $549K |
| Csenge Advisory Group | 0.02% | Add +0.2% | 3,902 | $543K |
| Private Trust Co. NA | 0.05% | Reduce -19.9% | 3,874 | $539K |
| LS Investment Advisors, LLC | 0.08% | Reduce -7.2% | 3,855 | $536K |
| Paragon Financial Partners, Inc. | 0.33% | Add +0.3% | 3,851 | $536K |
| Jacobi Capital Management LLC | 0.03% | Reduce -5.5% | 3,843 | $535K |
| Childress Capital Advisors, LLC | 0.09% | No change | 3,825 | $532K |
| Beacon Bank & Trust | 0.11% | Add +4.7% | 3,824 | $532K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +0.4% | 3,820 | $532K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.4% | 3,774 | $531K |
| Kapstone Financial Advisors LLC | 0.26% | Add +3.9% | 3,806 | $530K |
| Scissortail Wealth Management, LLC | 0.12% | New | 3,792 | $528K |
| Matrix Asset Advisors Inc. | 0.05% | Reduce -7.0% | 3,780 | $526K |
| MCF Advisors LLC | 0.03% | No change | 3,765 | $524K |
| TruNorth Capital Management, LLC | 0.10% | No change | 3,759 | $523K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.4% | 3,757 | $523K |
| LRI Investments, LLC | 0.04% | No change | 3,743 | $521K |
| Selective Wealth Management, Inc. | 0.16% | Reduce -2.7% | 3,550 | $521K |
| Genesis Private Wealth, LLC | 0.16% | Reduce -6.8% | 3,732 | $519K |
| Ascentis Wealth Management, LLC | 0.13% | Add +1.7% | 3,708 | $517K |
| New Hampshire Trust | 0.10% | No change | 3,709 | $516K |
| West Paces Advisors Inc. | 0.10% | No change | 3,702 | $515K |
| Rodgers & Associates, LTD | 0.05% | No change | 3,700 | $515K |
| Joel Adams & Associates, Inc. | 0.39% | Add +132.6% | 3,696 | $514K |
| LJI Wealth Management, LLC | 0.08% | Add +32.5% | 3,671 | $511K |
| Dara Capital Us, Inc. | 0.45% | — | 3,660 | $509K |
| M3 Advisory Group, LLC | 0.31% | Add +0.3% | 3,648 | $508K |
| O'ROURKE & COMPANY, Inc | 0.20% | Reduce -0.3% | 3,638 | $506K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 3,687 | $506K |
| Fulton Bank, N.A. | 0.02% | No change | 3,589 | $499K |
| Wealthcare Capital Partners, LLC | 0.23% | Reduce -5.1% | 3,579 | $498K |
| Addison Capital Co | 0.12% | Reduce -9.9% | 3,549 | $494K |
| VestGen Advisors, LLC | 0.02% | Reduce -71.7% | 3,502 | $487K |
| Emprise Bank | 0.20% | No change | 3,474 | $483K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -3.4% | 3,471 | $483K |
| Indiana Trust & Investment Management Co | 0.14% | Reduce -4.4% | 3,469 | $483K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 3,440 | $479K |
| Krilogy Financial LLC | 0.02% | Reduce -0.5% | 3,252 | $477K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +4.5% | 3,404 | $474K |
| First National Trust Co | 0.02% | Add +1.4% | 3,401 | $473K |
| Arkos Global Advisors | 0.06% | Reduce -1.3% | 3,398 | $473K |
| Crewe Advisors LLC | 0.04% | No change | 3,367 | $469K |
| Sawgrass Asset Management LLC | 0.06% | Add +3.4% | 3,350 | $466K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -10.1% | 3,350 | $466K |
| Global Financial Private Client, LLC | 0.16% | Reduce -1.5% | 3,344 | $465K |
| Serenus Wealth Advisors, LLC | 0.09% | Add +0.1% | 3,319 | $462K |
| Meritage Portfolio Management | 0.03% | Reduce -1.5% | 3,310 | $461K |
| Magnus Financial Group LLC | 0.04% | Add +0.6% | 3,304 | $460K |
| Clark Capital Management Group, Inc. | 0.00% | New | 3,296 | $459K |
| Fiduciary Trust Co | 0.01% | Reduce -41.4% | 3,286 | $457K |
| Sowell Financial Services LLC | 0.02% | Reduce -5.4% | 3,281 | $457K |
| Nadler Financial Group, Inc. | 0.04% | Reduce -1.6% | 3,280 | $456K |
| Fisher Asset Management | 0.00% | New | 3,273 | $456K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +0.6% | 3,269 | $455K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -1.8% | 3,263 | $454K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 3,259 | $454K |
| M1 Capital Management LLC | 0.19% | Add +0.2% | 3,257 | $453K |
| Values Added Financial LLC | 0.19% | No change | 3,252 | $453K |
| Matrix Private Capital Group LLC | 0.23% | No change | 3,251 | $452K |
| Financially Speaking Inc | 0.29% | Reduce -3.0% | 3,241 | $451K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,230 | $449K |
| AlphaCore Capital LLC | 0.01% | Add +12.8% | 3,223 | $449K |
| Two Sigma Securities, LLC | 0.06% | Reduce -35.9% | 3,211 | $447K |
| Private Management Group Inc. | 0.01% | No change | 3,203 | $446K |
| Sound Income Strategies, LLC | 0.02% | Add +5.2% | 3,032 | $444K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 3,179 | $442K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Add +10.3% | 3,158 | $439K |
| Lakewood Asset Management LLC | 0.26% | No change | 3,156 | $439K |
| Fortitude Family Office, LLC | 0.10% | No change | 3,155 | $439K |
| Fiduciary Family Office, LLC | 0.13% | No change | 3,151 | $438K |
| PW Nova Financial Services LLC | 0.17% | — | 3,124 | $438K |
| Smith & Howard Wealth Management, LLC | 0.10% | No change | 3,141 | $437K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,138 | $437K |
| Secure Asset Management, LLC | 0.07% | Add +0.1% | 3,136 | $436K |
| Clarity Wealth Advisors, LLC | 0.09% | Add +0.2% | 3,122 | $434K |
| Apella Capital, LLC | 0.01% | New | 3,121 | $434K |
| Creekside Partners | 0.18% | Add +0.3% | 3,116 | $434K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.4% | 3,110 | $433K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -1.7% | 3,095 | $431K |
| Equitable Trust Co. | 0.02% | No change | 3,078 | $428K |
| Midwest Financial Group LLC | 0.19% | Add +0.7% | 3,061 | $426K |
| Assetmark, Inc. | 0.00% | Reduce -13.6% | 3,058 | $426K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 3,014 | $424K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 3,042 | $423K |
| Realta Investment Advisors | 0.14% | Add +17.8% | 3,030 | $422K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.1% | 3,018 | $420K |
| WESCAP Management Group, Inc. | 0.09% | No change | 3,013 | $419K |
| ICONIQ Capital, LLC | 0.01% | No change | 3,005 | $418K |
| Strategy Asset Managers LLC | 0.07% | Reduce -85.3% | 2,997 | $417K |
| Roundview Capital LLC | 0.03% | Add +4.4% | 2,988 | $416K |
| Commerce Bank | 0.00% | Reduce -3.2% | 2,988 | $416K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Reduce -2.0% | 2,987 | $416K |
| Archer Investment Corp | 0.09% | Add +0.7% | 2,984 | $415K |
| Andrews Advisory Associates, LLC | 0.22% | — | 2,977 | $414K |
| Madison Wealth Partners, Inc | 0.07% | New | 2,951 | $411K |
| First Heartland Consultants, Inc. | 0.03% | No change | 2,950 | $411K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -2.2% | 2,947 | $410K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $409K |
| Legacy Trust | 0.08% | No change | 2,928 | $407K |
| Berkshire Money Management, Inc. | 0.04% | New | 2,922 | $407K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -0.2% | 2,917 | $406K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 2,915 | $406K |
| Headinvest, LLC | 0.08% | Reduce -2.9% | 2,905 | $404K |
| Global Trust Asset Management, LLC | 0.16% | Reduce -26.0% | 2,900 | $404K |
| Revisor Wealth Management LLC | 0.11% | No change | 2,740 | $403K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,892 | $402K |
| Clear Trail Advisors, LLC | 0.09% | — | 2,885 | $401K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -4.5% | 2,885 | $401K |
| River Wealth Advisors LLC | 0.04% | Reduce -0.9% | 2,874 | $400K |
| Arthur M. Cohen & Associates, LLC | 0.07% | Add +24.8% | 2,870 | $399K |
| Hardin Capital Partners, LLC | 0.19% | Add +14.1% | 2,843 | $396K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -6.2% | 2,842 | $396K |
| King Wealth Management Group | 0.05% | No change | 2,836 | $395K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -11.8% | 2,831 | $394K |
| Obermeyer Wealth Partners | 0.02% | Add +11.0% | 2,830 | $394K |
| NTV Asset Management LLC | 0.04% | Reduce -0.1% | 2,825 | $393K |
| Round Rock Advisors LLC | 0.06% | No change | 2,808 | $391K |
| My Personal CFO, LLC | 0.16% | New | 2,800 | $390K |
| Kanawha Capital Management LLC | 0.03% | No change | 2,800 | $390K |
| Beaird Harris Wealth Management, LLC | 0.03% | New | 2,797 | $389K |
| Greenwich Wealth Management LLC | 0.02% | No change | 2,791 | $388K |
| Maridea Wealth Management LLC | 0.06% | Reduce -6.6% | 2,777 | $386K |
| Independent Advisor Alliance | 0.01% | Reduce -0.3% | 2,765 | $385K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Reduce -9.4% | 2,759 | $384K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 2,759 | $384K |
| Gen-Wealth Partners Inc | 0.12% | No change | 2,757 | $384K |
| WFA of San Diego, LLC | 0.28% | Reduce -9.1% | 2,752 | $383K |
| Albion Financial Group | 0.02% | No change | 2,743 | $382K |
| Veridan Wealth LLC | 0.13% | Add +0.7% | 2,732 | $380K |
| Ridgecrest Wealth Partners, LLC | 0.21% | No change | 2,724 | $379K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.9% | 2,720 | $379K |
| YANKCOM Partnership | 0.16% | No change | 2,715 | $378K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.0% | 2,710 | $377K |
| AdvisorNet Financial, Inc | 0.02% | Add +18.2% | 2,708 | $377K |
| Harfst & Associates, Inc. | 0.07% | No change | 2,695 | $375K |
| GHP Investment Advisors, Inc. | 0.02% | Reduce -26.8% | 2,692 | $375K |
| S.E.E.D. Planning Group LLC | 0.11% | Reduce -4.4% | 2,687 | $374K |
| KPP Advisory Services LLC | 0.05% | Add +0.0% | 2,686 | $374K |
| West Bancorporation Inc. | 0.20% | Reduce -8.5% | 2,685 | $374K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $373K |
| Approach Retirement Advisors, LLC | 0.32% | — | 2,680 | $373K |
| Provident Wealth Management, LLC | 0.11% | Add +0.5% | 2,678 | $373K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 2,678 | $373K |
| GAMMA Investing LLC | 0.02% | No change | 2,660 | $370K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.1% | 2,659 | $370K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -0.7% | 2,655 | $369K |
| Delta Capital Management LLC | 0.21% | No change | 2,650 | $369K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,640 | $367K |
| Berger Financial Group, Inc | 0.02% | Add +7.6% | 2,628 | $366K |
| Aire Advisors, LLC | 0.07% | No change | 2,600 | $362K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +31.3% | 2,600 | $362K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -0.5% | 2,591 | $361K |
| Parallel Advisors, LLC | 0.01% | Add +5.6% | 2,587 | $360K |
| Philadelphia Trust Co. | 0.02% | No change | 2,580 | $359K |
| BXM Wealth LLC | 0.28% | No change | 2,570 | $358K |
| Regal Investment Advisors LLC | 0.02% | Reduce -13.2% | 2,570 | $358K |
| Avior Wealth Management, LLC | 0.01% | Add +2.7% | 2,548 | $355K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.1% | 2,540 | $354K |
| Crusonia Wealth Advisors LLC | 0.08% | — | 2,536 | $353K |
| Resolute Wealth Strategies, LLC | 0.15% | Reduce -3.8% | 2,536 | $353K |
| CGN Advisors LLC | 0.03% | Add +0.2% | 2,535 | $353K |
| Financial Partners Group, Inc | 0.04% | Reduce -3.6% | 2,359 | $351K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.1% | 2,513 | $350K |
| Keel Point, LLC | 0.02% | Reduce -28.2% | 2,513 | $350K |
| Apollon Financial, LLC | 0.05% | Reduce -5.8% | 2,511 | $349K |
| Clarius Group, LLC | 0.02% | No change | 2,509 | $349K |
| Vertex Planning Partners, LLC | 0.08% | No change | 2,505 | $349K |
| James Investment Research, Inc. | 0.04% | Reduce -49.1% | 2,504 | $348K |
| Cross Staff Investments Inc | 0.19% | No change | 2,496 | $347K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $346K |
| Shared Vision Wealth Group LLC | 0.14% | Reduce -11.4% | 2,351 | $345K |
| RiverFront Investment Group, LLC | 0.01% | Add +8.8% | 2,478 | $345K |
| EJMK Ventures LLC | 0.21% | — | 2,472 | $344K |
| Hoffman, Alan N Investment Management | 0.19% | No change | 2,471 | $344K |
| Bay Capital Advisors, LLC | 0.21% | Reduce -7.5% | 2,466 | $343K |
| Hoge Financial Services, LLC | 0.18% | Reduce -2.1% | 2,465 | $343K |
| Shepherd Street Advisors LLC | 0.33% | — | 2,460 | $342K |
| Element Wealth, LLC | 0.14% | No change | 2,453 | $341K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -0.8% | 2,442 | $340K |
| Mainstream Capital Management LLC | 0.22% | Reduce -0.3% | 2,440 | $340K |
| Howland Capital Management LLC | 0.01% | New | 2,437 | $339K |
| Titleist Asset Management, LLC | 0.03% | No change | 2,429 | $338K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $337K |
| Meramec Financial Planners, LLC | 0.13% | — | 2,197 | $337K |
| Capital Squared Financial LLC | 0.26% | Add +0.8% | 2,411 | $335K |
| Lanark Financial, Inc. | 0.03% | Add +0.4% | 2,408 | $335K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $334K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -46.6% | 2,386 | $332K |
| Modern Wealth Management, LLC | 0.01% | Add +28.7% | 2,382 | $331K |
| Redwood Park Advisors LLC | 0.23% | Add +0.1% | 2,378 | $331K |
| West Michigan Advisors, LLC | 0.08% | Reduce -0.5% | 2,369 | $330K |
| Boston Family Office LLC | 0.02% | No change | 2,361 | $329K |
| Bernardo Wealth Planning LLC | 0.06% | No change | 2,358 | $328K |
| United Advisor Group, LLC | 0.04% | Reduce -8.3% | 2,324 | $323K |
| Cypress Wealth Services, LLC | 0.04% | Add +24.3% | 2,312 | $322K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 2,310 | $321K |
| Greenspring Advisors, LLC | 0.02% | New | 2,310 | $321K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,298 | $320K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,293 | $319K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $318K |
| Patten & Patten Inc. | 0.02% | Reduce -2.6% | 2,284 | $318K |
| Intelligence Driven Advisers, LLC | 0.05% | Add +4.6% | 2,284 | $318K |
| MidAtlantic Capital Management, Inc. | 0.20% | No change | 2,274 | $316K |
| First Manhattan Co. Llc. | 0.00% | Add +54.4% | 2,271 | $316K |
| Wetzel Investment Advisors, Inc. | 0.13% | Reduce -0.2% | 2,267 | $315K |
| Davidson Trust Co. | 0.13% | Add +0.6% | 2,261 | $315K |
| HM Payson & Co. | 0.00% | No change | 2,261 | $315K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,256 | $314K |
| McKinley Carter Wealth Services, Inc. | 0.02% | New | 2,226 | $310K |
| Fortune Financial Advisors, LLC | 0.21% | No change | 2,216 | $308K |
| Kintra Wealth, LLC | 0.04% | New | 2,216 | $308K |
| BCS Wealth Management | 0.03% | New | 2,214 | $308K |
| Narus Financial Partners, LLC | 0.08% | No change | 2,200 | $306K |
| Mayport, LLC | 0.06% | No change | 2,200 | $306K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $304K |
| Entrust Financial LLC | 0.23% | — | 2,182 | $304K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | New | 2,182 | $304K |
| Leo Wealth, LLC | 0.02% | Add +8.5% | 2,177 | $303K |
| Russell Investments Group, Ltd. | 0.00% | Add +56.0% | 2,172 | $302K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +2.9% | 2,170 | $302K |
| Nalls Sherbakoff Group, LLC | 0.22% | Reduce -0.2% | 2,168 | $302K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 2,162 | $301K |
| American National Bank & Trust | 0.03% | Reduce -5.7% | 2,161 | $301K |
| Calton & Associates, Inc. | 0.04% | Add +12.7% | 2,158 | $300K |
| Citizens Business Bank | 0.05% | Reduce -49.5% | 2,157 | $300K |
| Empower Advisory Group, LLC | 0.00% | Add +3.3% | 2,156 | $300K |
| Veltria Advisors Corp. | 1.31% | No change | 2,042 | $299K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +2.5% | 2,148 | $299K |
| Gainplan LLC | 0.11% | New | 2,139 | $298K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 2,135 | $297K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +0.1% | 2,129 | $296K |
| Covenant Asset Management, LLC | 0.06% | No change | 2,123 | $295K |
| Lodestone Wealth Management LLC | 0.12% | Add +0.3% | 2,110 | $294K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -43.6% | 2,107 | $293K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -4.0% | 2,109 | $293K |
| Colonial Trust Co / SC | 0.04% | No change | 2,108 | $293K |
| Ellsworth Advisors, LLC | 0.06% | No change | 2,000 | $293K |
| Procyon Advisors, LLC | 0.01% | Add +16.4% | 2,101 | $292K |
| WJ Financial Advisors LLC | 0.26% | New | 2,094 | $291K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -3.0% | 2,082 | $290K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | Reduce -2.1% | 2,077 | $289K |
| Fagan Associates, Inc. | 0.04% | Add +0.1% | 2,072 | $288K |
| Avant Financial Advisors LLC | 0.21% | No change | 2,065 | $287K |
| Versant Capital Management, Inc | 0.04% | No change | 2,057 | $286K |
| Pittenger & Anderson Inc. | 0.01% | Add +6.6% | 2,056 | $286K |
| McDonough Capital Management, Inc | 0.14% | Add +0.6% | 2,052 | $286K |
| Cascade Investment Group, Inc. | 0.19% | No change | 2,043 | $284K |
| Fiduciary Alliance LLC | 0.02% | Reduce -4.8% | 2,041 | $284K |
| KOM Wealth Management Group, LLC | 0.20% | Add +0.7% | 2,040 | $284K |
| GAMCO Investors | 0.00% | No change | 2,035 | $283K |
| Sax Wealth Advisors, LLC | 0.01% | Add +39.7% | 2,034 | $283K |
| EPG Wealth Management LLC | 0.08% | No change | 2,012 | $280K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $280K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -0.4% | 2,008 | $279K |
| Oldfather Financial Services, LLC | 0.08% | Reduce -2.4% | 2,007 | $279K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,991 | $279K |
| Invst, LLC | 0.03% | New | 2,003 | $279K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -3.6% | 2,001 | $278K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $278K |
| Traphagen Investment Advisors LLC | 0.02% | No change | 1,999 | $278K |
| Family Legacy, Inc. | 0.08% | No change | 1,995 | $278K |
| Caldwell Trust Co | 0.02% | Reduce -9.2% | 1,995 | $278K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.2% | 1,994 | $278K |
| Wilkins Miller Wealth Management, LLC | 0.16% | Reduce -4.0% | 1,987 | $277K |
| HTG Investment Advisors, Inc. | 0.08% | No change | 1,970 | $274K |
| L.K. Benson & Company, P.C. | 0.14% | New | 1,968 | $274K |
| Plancorp, LLC | 0.01% | Add +0.7% | 1,963 | $273K |
| Founders Financial Securities LLC | 0.02% | New | 1,963 | $273K |
| Howe & Rusling Inc. | 0.02% | Add +0.3% | 1,949 | $271K |
| Collective Family Office LLC | 0.06% | No change | 1,948 | $271K |
| Tanglewood Legacy Advisors, LLC | 0.10% | No change | 1,941 | $270K |
| Core Wealth Management, Inc. | 0.08% | Reduce -15.7% | 1,937 | $270K |
| Old North State Wealth Management, LLC | 0.13% | Add +0.8% | 1,931 | $269K |
| Coquina Private Wealth LLC | 0.22% | — | 1,933 | $269K |
| Straight Path Wealth Management | 0.07% | New | 1,933 | $269K |
| LongView Wealth Management | 0.06% | Add +26.0% | 1,862 | $268K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 1,918 | $267K |
| Friday Financial | 0.09% | No change | 1,902 | $265K |
| Baugh & Associates, LLC | 0.13% | Reduce -11.0% | 1,900 | $264K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 1,900 | $264K |
| Fiduciary Group, LLC | 0.02% | No change | 1,898 | $264K |
| Essex Bank | 0.06% | Add +0.1% | 1,898 | $264K |
| WoodTrust Financial Corp | 0.03% | No change | 1,894 | $264K |
| Pacific Point Advisors, LLC | 0.14% | No change | 1,896 | $264K |
| Thrive Wealth Management, LLC | 0.04% | Reduce -8.6% | 1,882 | $262K |
| Webster Bank, N. A. | 0.02% | No change | 1,880 | $262K |
| Flow Traders U.S. LLC | 0.01% | New | 1,874 | $261K |
| Carson Advisory Inc. | 0.13% | Reduce -15.8% | 1,865 | $260K |
| Goldstein Advisors, LLC | 0.03% | Add +2.5% | 1,860 | $259K |
| Worth Asset Management, LLC | 0.11% | No change | 1,857 | $258K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,844 | $257K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -10.7% | 1,839 | $256K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -24.9% | 1,835 | $255K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -12.9% | 1,832 | $255K |
| Selby Wealth Management, LLC | 0.10% | — | 1,827 | $254K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $254K |
| Condor Capital Management | 0.02% | No change | 1,815 | $253K |
| Bison Wealth, LLC | 0.03% | Add +11.9% | 1,754 | $253K |
| Quaker Wealth Management, LLC | 0.08% | No change | 1,811 | $252K |
| Center For Asset Management LLC | 0.13% | No change | 1,810 | $252K |
| Harbor Group, Inc. | 0.04% | New | 1,801 | $251K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,800 | $250K |
| Marshall Financial Group, LLC | 0.05% | Reduce -4.8% | 1,794 | $250K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -5.0% | 1,785 | $248K |
| Foster Group, Inc. | 0.01% | No change | 1,784 | $248K |
| 55 North Private Wealth, LLC | 0.07% | — | 1,783 | $248K |
| Venture Visionary Partners LLC | 0.01% | Reduce -21.6% | 1,779 | $248K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -1.5% | 1,769 | $246K |
| Godsey & Gibb, Inc. | 0.02% | Add +0.5% | 1,768 | $246K |
| Western Reserve Capital Management, LLC | 0.23% | — | 1,763 | $245K |
| GDS Wealth Management | 0.02% | No change | 1,753 | $244K |
| Wallace Advisory Group, LLC | 0.26% | Add +0.6% | 1,749 | $243K |
| Advisory Research Inc. | 0.03% | New | 1,743 | $243K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +18.5% | 1,738 | $242K |
| Spirepoint Private Client, LLC | 0.02% | New | 1,717 | $239K |
| Smith Salley Wealth Management | 0.01% | No change | 1,717 | $239K |
| Financial Insights, Inc. | 0.08% | No change | 1,714 | $239K |
| Tompkins Financial Corp. | 0.02% | No change | 1,705 | $237K |
| Alongside, LLC | 0.08% | — | 1,700 | $237K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -0.2% | 1,699 | $236K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,695 | $236K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -31.4% | 1,694 | $236K |
| QRG Capital Management, Inc. | 0.00% | Add +9.3% | 1,690 | $235K |
| Signature Wealth Management Group | 0.10% | No change | 1,680 | $234K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +0.5% | 1,679 | $234K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -0.9% | 1,675 | $233K |
| Future Financial Wealth Managment LLC | 0.16% | No change | 1,600 | $233K |
| McCarthy & Cox | 2.79% | Reduce -37.8% | 1,652 | $230K |
| Cypress Capital Group | 0.03% | Reduce -12.0% | 1,650 | $230K |
| Seneca House Advisors | 0.09% | Add +0.7% | 1,647 | $229K |
| Arrow Financial Corp | 0.02% | No change | 1,642 | $229K |
| SHP Wealth Management | 0.02% | — | 1,633 | $227K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | No change | 1,625 | $226K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $226K |
| Stegner Investment Associates Inc. | 0.12% | Reduce -27.0% | 1,622 | $226K |
| Gateway Wealth Partners, LLC | 0.03% | Add +3.1% | 1,620 | $225K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $225K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -9.5% | 1,615 | $225K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -2.0% | 1,612 | $224K |
| Chancellor Financial Group WB LP | 0.15% | No change | 1,607 | $224K |
| Advisors Capital Management, LLC | 0.00% | New | 1,607 | $224K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,603 | $223K |
| Trilogy Capital Inc. | 0.01% | Reduce -7.5% | 1,602 | $223K |
| Caerus Investment Advisors, LLC | 0.07% | No change | 1,600 | $223K |
| Strata Wealth Advisors, LLC | 0.06% | Reduce -3.7% | 1,600 | $223K |
| Bridgewealth Advisory Group, LLC | 0.05% | Reduce -7.3% | 1,600 | $223K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $223K |
| Shoker Investment Counsel, Inc. | 0.07% | Reduce -4.1% | 1,598 | $222K |
| Bailard, Inc. | 0.00% | Reduce -17.9% | 1,593 | $222K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -5.1% | 1,590 | $221K |
| Beverly Hills Private Wealth, LLC | 0.04% | No change | 1,589 | $221K |
| Per Stirling Capital Management, LLC. | 0.02% | Reduce -4.5% | 1,588 | $221K |
| Warwick Investment Management, Inc. | 0.03% | New | 1,583 | $220K |
| Kraft, Davis & Associates, LLC | 0.05% | Add +0.1% | 1,526 | $220K |
| GTS Securities LLC | 0.01% | Reduce -80.8% | 1,581 | $220K |
| Marion Wealth Management | 0.05% | Add +0.4% | 1,499 | $220K |
| Sequent Asset Management, LLC | 0.10% | No change | 1,570 | $218K |
| Augustine Asset Management Inc. | 0.04% | No change | 1,562 | $217K |
| KLCM Advisors, Inc. | 0.02% | New | 1,559 | $217K |
| Brio Consultants, LLC | 0.03% | Add +1.3% | 1,556 | $217K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,551 | $216K |
| Diversified Enterprises, LLC | 0.01% | New | 1,551 | $216K |
| Financial Alternatives, Inc | 0.13% | No change | 1,549 | $216K |
| Strategic Financial Concepts, LLC | 0.20% | New | 1,538 | $214K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 1,537 | $214K |
| Nicolet Advisory Services, LLC | 0.01% | Add +1.4% | 1,478 | $213K |
| DeLarme Wealth Management, Inc. | 0.15% | — | 1,518 | $211K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -2.1% | 1,518 | $211K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,516 | $211K |
| Garrett Wealth Advisory Group, LLC | 0.04% | Reduce -1.1% | 1,513 | $210K |
| Wealth Effects LLC | 0.07% | No change | 1,510 | $210K |
| Apriem Advisors | 0.02% | No change | 1,508 | $210K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Add +0.2% | 1,505 | $209K |
| Cambridge Financial Group, LLC | 0.07% | New | 1,493 | $209K |
| Busey Bank | 0.01% | No change | 1,501 | $209K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | No change | 1,500 | $209K |
| True Link Financial Advisors, LLC | 0.01% | No change | 1,500 | $209K |
| Stokes Family Office, LLC | 0.02% | Reduce -4.8% | 1,490 | $207K |
| Bensler, LLC | 0.02% | Add +0.6% | 1,488 | $207K |
| Wrenne Financial Planning LLC | 0.08% | No change | 1,480 | $206K |
| Whitaker-Myers Wealth Managers, LTD. | 0.04% | Reduce -18.6% | 1,475 | $205K |
| Summit Asset Management, LLC | 0.03% | No change | 1,475 | $205K |
| ICW Investment Advisors LLC | 0.07% | Add +0.8% | 1,475 | $205K |
| Oxler Private Wealth LLC | 0.06% | No change | 1,472 | $205K |
| Bantamac Capital, LLC | 0.14% | No change | 1,470 | $205K |
| Bridgewater Advisors Inc. | 0.01% | New | 1,386 | $204K |
| Global Wealth Management, LLC | 0.11% | Add +0.7% | 1,462 | $203K |
| SOL Capital Management CO | 0.02% | No change | 1,450 | $202K |
| LongView Asset Management LLC | 0.14% | No change | 1,451 | $202K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.8% | 1,449 | $202K |
| Marco Investment Management LLC | 0.02% | No change | 1,448 | $202K |
| Providence Capital Advisors, LLC | 0.03% | No change | 1,442 | $201K |
| Bangor Savings Bank | 0.02% | Reduce -7.0% | 1,423 | $198K |
| MTM Investment Management, LLC | 0.06% | Reduce -36.1% | 1,415 | $197K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +18.6% | 1,400 | $195K |
| United Community Bank | 0.07% | Reduce -12.8% | 1,393 | $194K |
| WealthShield Partners, LLC | 0.02% | Reduce -0.3% | 1,384 | $191K |
| City Holding Co. | 0.02% | Reduce -2.8% | 1,372 | $191K |
| Adirondack Trust Co. | 0.06% | No change | 1,355 | $189K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.7% | 1,330 | $185K |
| Oxford Financial Group, LTD. LLC | 0.01% | New | 1,300 | $181K |
| Luken Investment Analytics, LLC | 0.07% | No change | 1,287 | $179K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,286 | $179K |
| Ballast Advisors LLC | 0.05% | No change | 1,271 | $177K |
| Hurley Capital, LLC | 0.10% | Add +0.5% | 1,228 | $171K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 1,214 | $169K |
| Rice Partnership, LLC | 0.02% | Add +34.7% | 1,204 | $168K |
| CoreCap Advisors, LLC | 0.01% | Add +4.2% | 1,192 | $166K |
| Aventura Private Wealth, LLC | 0.06% | No change | 1,188 | $165K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,161 | $162K |
| Root Financial Partners, LLC | 0.01% | No change | 1,123 | $156K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,091 | $152K |
| Biltmore Family Office, LLC | 0.02% | Add +118.0% | 1,090 | $152K |
| Consultiva Wealth Management, Corp. | 0.42% | No change | 1,078 | $150K |
| Operose Advisors LLC | 0.03% | Add +8.2% | 1,075 | $150K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.7% | 1,041 | $146K |
| Investment Research & Advisory Group, Inc. | 0.05% | Reduce -14.4% | 1,007 | $140K |
| Seneschal Advisors, LLC | 0.10% | No change | 1,001 | $139K |
| Mechanics Financial Corp | 0.05% | No change | 1,000 | $139K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,000 | $139K |
| Nvwm, LLC | 0.03% | No change | 969 | $135K |
| Godfrey Financial Associates, Inc. | 0.12% | — | 969 | $135K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | — | 929 | $129K |
| Resources Management Corp. /CT/ | 0.02% | New | 900 | $125K |
| Manning & Napier Advisors LLC | 0.00% | No change | 890 | $125K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 864 | $120K |
| Horizons Wealth Management | 0.08% | No change | 850 | $118K |
| Hilltop National Bank | 0.03% | No change | 842 | $117K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.03% | No change | 837 | $116K |
| IAG Wealth Partners, LLC | 0.01% | No change | 815 | $113K |
| Quent Capital, LLC | 0.01% | New | 812 | $113K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 770 | $107K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $107K |
| BankPlus Trust Department | 0.03% | No change | 765 | $106K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -30.2% | 757 | $105K |
| SageView Advisory Group, LLC | 0.00% | New | 757 | $105K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 749 | $104K |
| Hughes Financial Services, LLC | 0.02% | New | 745 | $104K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -25.2% | 743 | $103K |
| Zions Bancorporation, National Association | 0.00% | No change | 732 | $102K |
| Activest Wealth Management | 0.02% | No change | 728 | $101K |
| Wagner Wealth Management, LLC | 0.02% | No change | 716 | $100K |
| Strategic Wealth Advisors LLC | 0.08% | — | 712 | $99K |
| Anchor Investment Management, LLC | 0.01% | No change | 706 | $98K |
| Bernard Wealth Management Corp. | 0.04% | No change | 694 | $97K |
| IFC & Insurance Marketing, Inc. | 0.10% | — | 686 | $96K |
| MGB Wealth Management, LLC | 0.03% | Reduce -0.7% | 688 | $96K |
| GoalVest Advisory LLC | 0.02% | No change | 685 | $95K |
| Blueline Advisors LLC | 0.08% | — | 663 | $92K |
| Delta Asset Management LLC | 0.01% | No change | 653 | $91K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +25.0% | 650 | $90K |
| Harbor Investment Advisory, LLC | 0.01% | Add +35.1% | 650 | $90K |
| Louisbourg Investments Inc. | 0.02% | Reduce -7.3% | 635 | $88K |
| Ares Financial Consulting, LLC | 0.08% | — | 612 | $85K |
| Peck Wealth Management, LLC | 0.08% | No change | 600 | $83K |
| NFSG Corp | 0.01% | Add +10.3% | 598 | $83K |
| FWL Investment Management, LLC | 0.02% | Reduce -3.7% | 593 | $83K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 587 | $82K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +2.1% | 586 | $82K |
| Grove Bank & Trust | 0.01% | No change | 582 | $81K |
| Inlight Wealth Management, LLC | 0.03% | No change | 559 | $78K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | — | 545 | $76K |
| SouthState Bank Corp | 0.00% | Add +34.7% | 540 | $75K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $75K |
| Valley National Advisers Inc. | 0.01% | Add +1724.1% | 529 | $73K |
| Piscataqua Savings Bank | 0.05% | No change | 515 | $72K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 507 | $71K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $70K |
| Hilton Head Capital Partners, LLC | 0.04% | — | 505 | $70K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $69K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 475 | $66K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $66K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 454 | $63K |
| Palouse Capital Management, Inc. | 0.04% | Reduce -3.6% | 434 | $60K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $58K |
| Evolution Wealth Management Inc. | 0.05% | No change | 404 | $56K |
| Financial Perspectives, Inc | 0.02% | Add +0.8% | 403 | $56K |
| Dagco, Inc. | 0.01% | No change | 400 | $56K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 383 | $53K |
| Eastern Bank | 0.00% | No change | 382 | $53K |
| TFC Financial Management, Inc. | 0.01% | No change | 373 | $52K |
| JDM Financial Group LLC | 0.02% | No change | 372 | $52K |
| WHI TRUST Co LLC | 0.04% | — | 371 | $52K |
| Capital Investment Counsel, Inc | 0.01% | New | 370 | $51K |
| City State Bank | 0.01% | No change | 358 | $50K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $49K |
| Evermay Wealth Management LLC | 0.01% | Add +8.0% | 352 | $49K |
| Kilter Group LLC | 0.02% | No change | 350 | $49K |
| Bare Financial Services, Inc | 0.01% | No change | 342 | $48K |
| Nemes Rush Group LLC | 0.00% | Reduce -71.1% | 337 | $47K |
| Crews Bank & Trust | 0.01% | No change | 327 | $46K |
| Tucker Asset Management LLC | 0.01% | No change | 325 | $45K |
| Parkside Financial Bank & Trust | 0.00% | No change | 315 | $44K |
| Oakworth Capital, Inc. | 0.00% | No change | 306 | $43K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 300 | $42K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $41K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $40K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $39K |
| Ameriflex Group, Inc. | 0.02% | New | 275 | $38K |
| ORG Partners LLC | 0.01% | No change | 270 | $38K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 267 | $37K |
| Vision Retirement, LLC | 0.01% | — | 266 | $37K |
| Founders Capital Management | 0.02% | No change | 260 | $36K |
| Clark Wealth Partners | 0.02% | No change | 255 | $35K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 255 | $35K |
| Addison Advisors LLC | 0.01% | No change | 250 | $35K |
| Syntax Research, Inc. | 0.02% | New | 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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 242 | $34K |
| Noble Wealth Management PBC | 0.02% | No change | 241 | $34K |
| Friedenthal Financial | 0.02% | No change | 240 | $33K |
| Ankerstar Wealth, LLC | 0.03% | — | 237 | $33K |
| Silicon Valley Capital Partners | 0.00% | Add +0.9% | 233 | $32K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $31K |
| Colonial Trust Advisors | 0.00% | Add +0.5% | 224 | $31K |
| Global Wealth Strategies & Associates | 0.01% | No change | 217 | $30K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 217 | $30K |
| Tower View Wealth Management LLC | 0.01% | Add +0.5% | 215 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $30K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 203 | $28K |
| Insight Inv LLC | 0.02% | No change | 201 | $28K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | New | 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% | No change | 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 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 174 | $24K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $24K |
| Delos Wealth Advisors, LLC | 0.02% | Reduce -19.1% | 170 | $24K |
| Financial Freedom, LLC | 0.01% | Add +0.6% | 165 | $23K |
| Merited Wealth, LLC | 0.02% | — | 162 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $22K |
| Bayban | 0.02% | — | 158 | $22K |
| Abound Wealth Management | 0.00% | No change | 151 | $21K |
| Signature Equity Partners, LLC | 0.01% | — | 150 | $21K |
| First United Bank & Trust | 0.01% | No change | 150 | $21K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 142 | $20K |
| Compass Financial Services Inc | 0.01% | Reduce -32.2% | 141 | $20K |
| Woodside Wealth Management LLC | 0.01% | No change | 140 | $19K |
| Pinney & Scofield, Inc. | 0.01% | No change | 135 | $19K |
| NorthAvenue LLC | 0.02% | — | 134 | $19K |
| CVA Family Office, LLC | 0.00% | Reduce -37.5% | 125 | $17K |
| Cresta Advisors, Ltd. | 0.01% | New | 116 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Add +260.0% | 108 | $16K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -11.0% | 113 | $16K |
| Register Financial Advisors LLC | 0.01% | Add +0.9% | 110 | $15K |
| Bear Mountain Capital, Inc. | 0.00% | Add +1.0% | 103 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.9% | 107 | $15K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 106 | $15K |
| Kelleher Financial Advisors | 0.00% | No change | 105 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 101 | $14K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 100 | $14K |
| United Financial Planning Group LLC | 0.01% | New | 100 | $14K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 100 | $14K |
| Intesa Sanpaolo Wealth Management | 0.00% | — | 100 | $14K |
| High Note Wealth, LLC | 0.00% | No change | 87 | $12K |
| Dunhill Financial, LLC | 0.00% | No change | 86 | $12K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 82 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 74 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 70 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 69 | $10K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -42.0% | 69 | $10K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -96.2% | 69 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | New | 67 | $9K |
| Copia Wealth Management | 0.01% | No change | 64 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 64 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $9K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 63 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 62 | $9K |
| Scarborough Advisors, LLC | 0.00% | No change | 59 | $8K |
| Bank & Trust Co | 0.00% | No change | 50 | $7K |
| Birchwood Financial Partners, Inc. | 0.01% | — | 50 | $7K |
| West Branch Capital LLC | 0.00% | No change | 40 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 35 | $5K |
| Richardson Capital Management LLC | 0.00% | No change | 34 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 30 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| Atomic Invest LLC | 0.00% | — | 27 | $4K |
| Walsh & Associates, LLC | 0.00% | — | 23 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 22 | $3K |
| Essential Partners LLC | 0.00% | New | 22 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -51.4% | 18 | $3K |
| LM Advisors LLC | 0.01% | Reduce -85.5% | 289 | $2K |
| Triumph Capital Management | 0.00% | New | 14 | $2K |
| Chilton Capital Management LLC | 0.00% | Reduce -99.3% | 12 | $2K |
| Optima Capital LLC | 0.00% | New | 10 | $1K |
| Caitlin John, LLC | 0.00% | No change | 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.