SS SPDR S&P Dividend ETFSDYETF
13F holders, Q1 2026 (March 31)1,241holders +4
70new positions
50sold out
6famous investors
$145.90avg. 13F price*
At the end of Q1 2026, 1,241 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 4 from Q4 2025. 70 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($707.8M) and Raymond James Financial Inc. ($446.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2026)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $44.1M |
| Exits | 50 | $93.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,955,162 shares bought and 3,488,753 shares sold, net −1,533,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,241 holders
| Bank of America Corp. | 0.08% | Add +0.5% | 7,319,410 | $1.1B |
| Morgan Stanley | 0.04% | Add +0.2% | 4,849,841 | $707.8M |
| Raymond James Financial Inc. | 0.14% | Reduce -1.0% | 3,059,540 | $446.5M |
| LPL Financial LLC | 0.12% | Reduce -1.0% | 2,998,124 | $437.5M |
| Joel Isaacson & Co., LLC | 13.78% | Add +2.1% | 2,847,021 | $415.5M |
| Wells Fargo & Company | 0.06% | Add +5.9% | 2,199,849 | $321.0M |
| Royal Bank of Canada | 0.06% | Reduce -5.7% | 2,021,684 | $295.0M |
| UBS Group AG | 0.04% | Reduce -2.3% | 1,674,106 | $244.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.8% | 1,399,408 | $202.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -13.2% | 1,332,742 | $196.8M |
| Richard Bernstein Advisors LLC | 4.82% | Add +11.9% | 1,139,462 | $166.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.2% | 1,103,411 | $161.0M |
| MAI Capital Management | 0.82% | Add +25.3% | 992,290 | $144.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.5% | 930,325 | $135.8M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -4.1% | 894,629 | $130.6M |
| Pathstone Holdings, LLC | 0.45% | Add +1.5% | 782,740 | $114.2M |
| Cetera Investment Advisers | 0.12% | Reduce -7.2% | 742,602 | $108.4M |
| Truist Financial Corp. | 0.14% | Reduce -3.8% | 709,668 | $103.6M |
| Destination Wealth Management | 2.39% | Reduce -3.7% | 629,425 | $91.9M |
| Janney Montgomery Scott LLC | 0.21% | Reduce -5.4% | 572,599 | $83.6M |
| Osaic Holdings, Inc. | 0.11% | Add +7.8% | 514,315 | $75.1M |
| Capital Investment Advisors, LLC | 1.06% | Reduce -1.5% | 495,043 | $72.2M |
| Jones Financial Companies LLLP | 0.03% | Add +6.4% | 486,196 | $70.3M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 479,126 | $69.9M |
| Stifel Financial Corp. | 0.06% | Reduce -2.5% | 465,864 | $68.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.7% | 460,743 | $67.2M |
| 1ST Source Bank | 3.39% | Reduce -7.3% | 450,028 | $65.7M |
| Creative Planning | 0.04% | Reduce -0.7% | 439,196 | $64.1M |
| Elk River Wealth Management LLC | 10.24% | Add +0.2% | 422,523 | $61.7M |
| J.Safra Asset Management Corp | 2.90% | Add +4.1% | 368,501 | $53.8M |
| MML Investors Services, LLC | 0.14% | Reduce -13.5% | 351,909 | $51.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 328,838 | $48.0M |
| Mariner, LLC | 0.05% | Add +38.9% | 304,381 | $44.4M |
| Legacy Financial Group LLC | 5.35% | Reduce -0.0% | 291,421 | $42.5M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -1.3% | 280,481 | $40.9M |
| Clearstead Advisors, LLC | 0.37% | Add +1.8% | 280,240 | $40.9M |
| Marino, Stram & Associates LLC | 7.31% | Reduce -0.4% | 278,651 | $40.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +3.6% | 267,702 | $39.1M |
| Wolff Financial Management LLC | 8.38% | Add +2.3% | 259,984 | $37.9M |
| Linscomb Wealth, Inc. | 1.67% | Reduce -7.6% | 256,908 | $37.5M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 255,207 | $37.2M |
| Kestra Advisory Services, LLC | 0.14% | Add +15.2% | 253,134 | $36.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -40.0% | 223,643 | $32.7M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -1.8% | 216,208 | $31.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -10.2% | 209,957 | $30.6M |
| Flaharty Asset Management, LLC | 3.58% | Reduce -0.5% | 197,469 | $28.8M |
| Benjamin Edwards Inc. | 0.28% | Add +0.6% | 195,067 | $28.5M |
| Klingman & Associates, LLC | 1.34% | Reduce -1.3% | 189,356 | $27.6M |
| Graves Light Lenhart Wealth, Inc. | 2.76% | Add +0.1% | 182,040 | $26.6M |
| NWF Advisory Services Inc. | 2.93% | Reduce -2.4% | 178,029 | $26.0M |
| United Capital Financial Advisors, LLC | 0.16% | Reduce -4.2% | 176,671 | $25.8M |
| Jackson, Grant Investment Advisers, Inc. | 8.55% | Reduce -0.2% | 175,514 | $25.6M |
| Bank of Montreal | 0.01% | Reduce -17.1% | 159,419 | $23.3M |
| Regent Peak Wealth Advisors LLC | 4.53% | Add +58.6% | 152,147 | $22.2M |
| Orion Porfolio Solutions, LLC | 0.19% | Reduce -15.6% | 150,882 | $22.0M |
| Scotia Capital Inc. | 0.09% | Reduce -0.5% | 150,559 | $22.0M |
| Captrust Financial Advisors | 0.04% | Add +7.1% | 145,619 | $21.3M |
| Capital Advisors, Ltd. LLC | 2.42% | Reduce -0.0% | 145,591 | $21.2M |
| Equitable Holdings, Inc. | 0.13% | Add +7.8% | 144,431 | $20.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +18.2% | 130,628 | $19.1M |
| FMR LLC | 0.00% | Add +7.9% | 127,412 | $18.6M |
| Focus Partners Wealth | 0.02% | Reduce -4.6% | 126,135 | $18.3M |
| TigerOak Management, L.L.C. | 5.70% | Reduce -0.3% | 124,028 | $18.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.78% | Add +341.2% | 122,734 | $17.9M |
| Fifth Third Bancorp | 0.03% | Add +1558.7% | 115,078 | $16.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -0.8% | 113,505 | $16.6M |
| Midwest Trust Co | 0.20% | Reduce -2.0% | 111,237 | $16.2M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +21.7% | 110,265 | $16.1M |
| UMB Bank, n.a. | 0.22% | Reduce -2.1% | 109,023 | $15.9M |
| Bokf, NA | 0.24% | Add +5.6% | 107,806 | $15.7M |
| Associated Banc-Corp | 0.41% | Reduce -1.9% | 106,752 | $15.6M |
| Hubbell Strickland Wealth Management, LLC | 6.17% | Add +1.5% | 106,049 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -33.2% | 100,874 | $14.7M |
| Cerity Partners LLC | 0.02% | Add +6.2% | 99,605 | $14.5M |
| Prosperity Consulting Group, LLC | 0.63% | Reduce -0.8% | 97,411 | $14.2M |
| Sard Wealth Management Group, LLC | 7.63% | Add +0.3% | 96,139 | $14.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.3% | 95,803 | $14.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +3.5% | 94,797 | $13.8M |
| CRA Financial Services, LLC | 1.77% | Reduce -5.6% | 93,591 | $13.7M |
| US Bancorp \de | 0.02% | Reduce -1.3% | 92,725 | $13.5M |
| KCM Investment Advisors LLC | 0.45% | Add +0.1% | 92,702 | $13.5M |
| MSH Capital Advisors LLC | 2.83% | Add +9.2% | 91,692 | $13.4M |
| Fund Evaluation Group, LLC | 0.40% | New | 89,489 | $13.1M |
| HB Wealth Management, LLC | 0.08% | Reduce -0.2% | 89,123 | $13.0M |
| &partners | 0.06% | Reduce -19.7% | 87,484 | $12.8M |
| TD Waterhouse Canada Inc. | 0.04% | Add +140.9% | 87,295 | $12.7M |
| Savant Capital, LLC | 0.06% | Add +7.7% | 86,766 | $12.7M |
| Cibc World Market Inc. | 0.02% | Reduce -17.3% | 85,753 | $12.5M |
| National Bank of Canada | 0.01% | Add +3.3% | 85,447 | $12.5M |
| M&T Bank Corp | 0.04% | Reduce -4.1% | 84,834 | $12.4M |
| Wesbanco Bank Inc. | 0.34% | Reduce -2.1% | 83,246 | $12.1M |
| Blair William & Co. | 0.03% | Add +7.2% | 82,756 | $12.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Reduce -5.4% | 82,189 | $12.0M |
| NBT Bank, N.A. | 0.78% | Reduce -0.5% | 81,952 | $12.0M |
| TD Private Client Wealth LLC | 0.24% | Reduce -3.4% | 80,317 | $11.7M |
| World Investment Advisors | 0.19% | Reduce -0.8% | 79,562 | $11.6M |
| IHT Wealth Management, LLC | 0.26% | Add +1.2% | 78,058 | $11.4M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 77,839 | $11.4M |
| Sage Rhino Capital LLC | 2.11% | Reduce -1.4% | 77,288 | $11.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -1.2% | 76,476 | $11.2M |
| Greenleaf Trust | 0.10% | Add +0.4% | 72,680 | $10.6M |
| Evelyn Partners Investment Management (Europe) Ltd | 3.61% | Reduce -2.7% | 71,922 | $10.5M |
| CX Institutional | 0.32% | Reduce -1.3% | 71,880 | $10.5M |
| Wealthspire Retirement, LLC | 0.63% | Add +14.2% | 71,445 | $10.4M |
| Balefire, LLC | 1.96% | Add +146.3% | 71,408 | $10.4M |
| Corient Private Wealth LP | 0.01% | Reduce -25.5% | 74,385 | $10.4M |
| Brown Advisory Inc. | 0.02% | Add +4.5% | 70,901 | $10.3M |
| Destiny Wealth Partners, LLC | 1.10% | Reduce -0.3% | 68,887 | $10.1M |
| Confluence Investment Management LLC | 0.16% | Reduce -0.9% | 68,710 | $10.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 65,729 | $9.6M |
| Kitching Partners, LLC | 8.77% | Add +6.7% | 65,205 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Add +4.9% | 68,283 | $9.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +3.3% | 64,817 | $9.5M |
| Precedent Wealth Partners, LLC | 1.86% | Reduce -11.4% | 63,587 | $9.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -20.3% | 61,946 | $9.0M |
| Strategic Family Wealth Counselors, L.L.C. | 2.34% | Reduce -0.9% | 61,113 | $8.9M |
| Americana Partners, LLC | 0.23% | Reduce -31.9% | 60,619 | $8.8M |
| Simmons Bank | 0.58% | Reduce -0.4% | 59,083 | $8.6M |
| Cwm, LLC | 0.02% | Reduce -15.2% | 58,470 | $8.5M |
| Meridian Wealth Advisors, LLC | 1.12% | Add +16.4% | 58,158 | $8.5M |
| Fifth Third Wealth Advisors LLC | 0.28% | Reduce -4.8% | 57,620 | $8.4M |
| Moneco Advisors, LLC | 0.65% | Reduce -2.5% | 57,270 | $8.4M |
| Wellspring Financial Advisors, LLC | 0.60% | Reduce -6.7% | 55,218 | $8.1M |
| Earned Wealth Advisors, LLC | 0.54% | Reduce -0.1% | 55,136 | $8.0M |
| Corsicana & Co. | 5.07% | Add +1.2% | 59,010 | $8.0M |
| Wealthspire Advisors, LLC | 0.06% | Add +0.6% | 54,537 | $8.0M |
| Allworth Financial LP | 0.03% | Add +2.8% | 54,265 | $7.9M |
| Cornerstone Wealth Management, LLC | 0.39% | Reduce -1.7% | 54,042 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -0.7% | 53,070 | $7.7M |
| Pinnacle Financial Partners, Inc. | 0.06% | Add +1.5% | 52,658 | $7.7M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +0.2% | 52,469 | $7.7M |
| CIBC Bancorp USA Inc. | 0.01% | — | 52,419 | $7.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -6.6% | 52,365 | $7.6M |
| Premier Private Wealth Management LLC | 8.04% | Add +1.2% | 52,234 | $7.6M |
| Whitegate Investment Counselors, Inc. | 2.39% | Reduce -2.8% | 51,569 | $7.5M |
| Lido Advisors, LLC | 0.03% | Add +19.8% | 51,435 | $7.5M |
| Private Wealth Group, LLC | 3.50% | Add +2.6% | 51,361 | $7.5M |
| Koenig Investment Advisory, LLC | 6.35% | Add +4.4% | 51,269 | $7.5M |
| Ieq Capital, LLC | 0.03% | Add +0.7% | 50,894 | $7.4M |
| Franklin Resources Inc. | 0.00% | Reduce -2.4% | 50,788 | $7.4M |
| Composition Wealth, LLC | 0.10% | Reduce -10.4% | 50,452 | $7.4M |
| Aspen Grove Capital, LLC | 1.43% | Reduce -0.1% | 50,302 | $7.3M |
| Aries Wealth Management | 1.60% | Reduce -2.1% | 49,715 | $7.3M |
| Mission Wealth Management, LP | 0.15% | Reduce -2.1% | 47,822 | $7.0M |
| Cornerstone Advisory, LLC | 0.63% | Reduce -1.2% | 45,748 | $6.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -5.0% | 45,566 | $6.6M |
| American Money Management, LLC | 1.05% | Add +1.5% | 45,518 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -96.1% | 45,471 | $6.6M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | Add +2.0% | 44,035 | $6.4M |
| Perennial Investment Advisors, LLC | 0.51% | Add +4.2% | 43,976 | $6.4M |
| Shulman DeMeo Asset Management LLC | 1.33% | Reduce -0.6% | 43,032 | $6.3M |
| Arkadios Wealth Advisors | 0.10% | Reduce -2.1% | 42,854 | $6.3M |
| Cresset Asset Management, LLC | 0.03% | Reduce -12.7% | 42,828 | $6.3M |
| Elevation Point Wealth Partners, LLC | 0.15% | Add +35.0% | 42,688 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +0.8% | 42,626 | $6.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.60% | Add +3.1% | 42,520 | $6.2M |
| Shrier Wealth Management, LLC | 2.22% | Add +13.9% | 41,228 | $6.0M |
| TL Private Wealth | 2.34% | Reduce -0.3% | 40,235 | $5.9M |
| AQR Capital Management | 0.00% | Add +54.9% | 40,049 | $5.8M |
| Essex Financial Services, Inc. | 0.33% | Reduce -0.7% | 39,922 | $5.8M |
| Sunbelt Securities, Inc. | 0.37% | Add +0.6% | 39,851 | $5.8M |
| Brown Brothers Harriman & Co. | 0.03% | Add +6.5% | 39,809 | $5.8M |
| Houlihan Financial Resource Group, Ltd. | 2.22% | Reduce -0.7% | 39,092 | $5.7M |
| First Horizon Corp. | 0.24% | Reduce -0.1% | 39,035 | $5.7M |
| Westside Investment Management, Inc. | 0.86% | Add +2.8% | 38,557 | $5.6M |
| Citizens Financial Group Inc. | 0.08% | Reduce -4.9% | 37,781 | $5.5M |
| Regions Financial Corp. | 0.04% | No change | 37,406 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +5.9% | 37,232 | $5.4M |
| Torrey-Payne Wealth Management, LLC | 4.93% | Add +1.1% | 36,799 | $5.4M |
| Flagship Harbor Advisors, LLC | 0.23% | Reduce -5.1% | 36,556 | $5.3M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -1.7% | 35,779 | $5.2M |
| Salomon & Ludwin, LLC | 0.46% | Reduce -0.9% | 35,002 | $5.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +1.1% | 34,485 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Add +0.2% | 34,279 | $5.0M |
| Smithfield Trust Co | 0.22% | Reduce -3.5% | 34,156 | $5.0M |
| Pettyjohn, Wood & White, Inc. | 0.79% | Reduce -0.7% | 34,127 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.17% | Reduce -0.7% | 33,507 | $4.9M |
| Strategent Financial, LLC | 3.31% | Reduce -6.0% | 33,371 | $4.9M |
| Whittier Trust Co. | 0.05% | Reduce -11.6% | 32,531 | $4.8M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 32,047 | $4.7M |
| Firestone Capital Management | 0.97% | Reduce -0.8% | 31,786 | $4.6M |
| Founders Grove Wealth Partners, LLC | 1.05% | Reduce -2.8% | 31,735 | $4.6M |
| 1834 Investment Advisors Co. | 0.57% | Reduce -2.7% | 31,089 | $4.5M |
| LifeSteps Financial, Inc. | 2.85% | Add +6.1% | 30,836 | $4.5M |
| Mycio Wealth Partners, LLC | 0.89% | Add +0.6% | 30,480 | $4.4M |
| Johnson & White Wealth Management, LLC | 1.87% | Reduce -5.3% | 30,340 | $4.4M |
| Charles Schwab Trust Co | 0.29% | Add +0.5% | 30,135 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Add +2.1% | 30,048 | $4.4M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +0.1% | 30,056 | $4.4M |
| NorthRock Partners, LLC | 0.07% | Reduce -2.1% | 29,528 | $4.3M |
| Novem Group | 0.49% | Add +0.1% | 29,012 | $4.2M |
| Lewis Asset Management, LLC | 1.72% | Reduce -1.7% | 28,898 | $4.2M |
| Bravera Wealth | 1.89% | Reduce -9.9% | 28,723 | $4.2M |
| Neumann Capital Management, LLC | 1.23% | Reduce -12.3% | 28,688 | $4.2M |
| Black Diamond Financial, LLC | 0.45% | Reduce -0.1% | 28,442 | $4.2M |
| Badgley Phelps Wealth Managers, LLC | 0.08% | Reduce -0.1% | 28,178 | $4.1M |
| Harbour Investments, Inc. | 0.06% | Add +98.3% | 27,986 | $4.1M |
| 1832 Asset Management L.P. | 0.01% | Add +1.9% | 27,786 | $4.1M |
| Johnson Investment Counsel Inc. | 0.03% | Reduce -13.2% | 27,546 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Add +57.4% | 27,084 | $4.0M |
| Larson Financial Group LLC | 0.13% | Add +0.3% | 26,886 | $3.9M |
| HighPoint Advisor Group LLC | 0.16% | Add +10.3% | 26,885 | $3.9M |
| American Trust | 0.35% | Reduce -8.1% | 26,761 | $3.9M |
| Fell Capital Management | 3.71% | Add +10.8% | 26,612 | $3.9M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -0.2% | 26,360 | $3.9M |
| Climber Capital SA | 2.54% | Reduce -40.4% | 27,747 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.2% | 26,394 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +110.8% | 26,224 | $3.8M |
| Shum Financial Group, Inc. | 2.70% | Reduce -1.3% | 26,198 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -12.0% | 26,007 | $3.8M |
| Asset Management Group, Inc. | 0.61% | Add +0.4% | 25,708 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +5.4% | 25,610 | $3.7M |
| Canandaigua National Corp. | 0.33% | — | 25,413 | $3.7M |
| Valley Wealth Managers, Inc. | 0.24% | Reduce -9.8% | 25,335 | $3.7M |
| Blueprint Financial Advisors LLC | 0.55% | Add +7.0% | 25,272 | $3.7M |
| Blueprint Investment Partners LLC | 0.38% | Add +7.0% | 25,272 | $3.7M |
| Meridian Financial Advisors, LLC | 2.00% | Reduce -4.4% | 25,118 | $3.7M |
| Citigroup Inc. | 0.00% | Add +5.5% | 25,080 | $3.7M |
| Freestone Capital Holdings, LLC | 0.11% | Add +0.6% | 25,058 | $3.7M |
| Financial Planning Hawaii, Inc. | 2.14% | Reduce -0.8% | 24,865 | $3.6M |
| PFG Investments, LLC | 0.17% | Add +15.1% | 24,762 | $3.6M |
| FDx Advisors, Inc. | 1.14% | New | 24,530 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -1.0% | 24,524 | $3.6M |
| Independence Bank of Kentucky | 0.45% | No change | 24,517 | $3.6M |
| Rothschild Wealth LLC | 0.32% | New | 24,237 | $3.5M |
| Treasure Coast Financial Planning | 1.81% | Add +2.0% | 24,104 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -6.2% | 23,998 | $3.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -8.1% | 23,970 | $3.5M |
| Mgo One Seven LLC | 0.07% | Reduce -22.4% | 23,851 | $3.5M |
| Sage Capital Management, LLC | 1.63% | Add +0.5% | 23,726 | $3.5M |
| Dumont & Blake Investment Advisors LLC | 0.87% | Reduce -2.5% | 23,724 | $3.5M |
| Commerce Bank | 0.02% | Add +691.0% | 23,636 | $3.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -38.0% | 23,595 | $3.4M |
| CENTRAL TRUST Co | 0.07% | Reduce -8.3% | 23,428 | $3.4M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.5% | 23,339 | $3.4M |
| Western Wealth Management, LLC | 0.13% | Add +8.2% | 23,133 | $3.4M |
| Snowden Capital Advisors LLC | 0.09% | Reduce -6.7% | 22,981 | $3.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +1.5% | 22,857 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +228.2% | 22,725 | $3.3M |
| AA Financial Advisors, LLC | 0.47% | Reduce -1.6% | 22,707 | $3.3M |
| Simon Quick Advisors, LLC | 0.15% | Reduce -2.7% | 22,552 | $3.3M |
| Brighton Jones LLC | 0.07% | New | 22,550 | $3.3M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.8% | 22,467 | $3.3M |
| Connecticut Wealth Management, LLC | 0.14% | Reduce -0.4% | 22,103 | $3.2M |
| Welch & Forbes LLC | 0.04% | No change | 22,079 | $3.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +17.3% | 21,748 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -2.1% | 21,728 | $3.2M |
| Legacy Advisors, LLC | 0.37% | Reduce -0.5% | 21,570 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.36% | No change | 21,345 | $3.1M |
| VestGen Advisors, LLC | 0.09% | Add +499.8% | 21,005 | $3.1M |
| Narwhal Capital Management | 0.23% | No change | 20,989 | $3.1M |
| Principle Wealth Partners LLC | 0.17% | Reduce -1.7% | 20,942 | $3.1M |
| Denver Wealth Management, Inc. | 1.05% | Reduce -2.4% | 20,868 | $3.0M |
| Stablepoint Partners, LLC | 0.45% | Reduce -37.3% | 20,685 | $3.0M |
| Adkins Seale Capital Management LLC | 2.96% | Reduce -0.8% | 20,517 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -30.6% | 20,439 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -1.5% | 20,213 | $2.9M |
| Savvy Advisors, Inc. | 0.08% | Add +6.1% | 20,166 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -4.2% | 19,998 | $2.9M |
| Argent Trust Co | 0.10% | No change | 19,871 | $2.9M |
| Carnegie Investment Counsel | 0.06% | Reduce -6.7% | 19,612 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +133.5% | 18,988 | $2.8M |
| PKS Advisory Services, LLC | 0.64% | Add +0.8% | 18,961 | $2.8M |
| Arax Advisory Partners | 0.08% | Add +13.8% | 18,927 | $2.8M |
| Montag A & Associates Inc. | 0.13% | Add +1.6% | 18,777 | $2.7M |
| Sugar Maple Asset Management, LLC | 1.66% | Reduce -1.3% | 18,772 | $2.7M |
| Roble, Belko & Company, Inc | 0.35% | Reduce -4.2% | 18,744 | $2.7M |
| Calydon Capital | 0.43% | Add +0.6% | 18,247 | $2.7M |
| New England Private Wealth Advisors LLC | 0.30% | Reduce -0.1% | 17,966 | $2.6M |
| Planning Directions Inc. | 1.32% | Reduce -0.7% | 17,873 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +5.0% | 17,775 | $2.6M |
| Sachetta, LLC | 1.40% | Add +9.1% | 17,740 | $2.6M |
| Visionary Wealth Advisors | 0.11% | Reduce -0.4% | 17,628 | $2.6M |
| Harbour Capital Advisors, LLC | 0.49% | Reduce -2.2% | 17,365 | $2.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 17,335 | $2.5M |
| Good Harbor Advisors, Inc. | 2.76% | Add +5.7% | 17,323 | $2.5M |
| Southern Michigan Bank & Trust | 0.97% | — | 17,282 | $2.5M |
| Belpointe Asset Management LLC | 0.09% | Reduce -2.1% | 17,268 | $2.5M |
| WESPAC Advisors, LLC | 1.38% | Add +20.4% | 17,264 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.5% | 16,991 | $2.5M |
| Kintra Wealth, LLC | 0.17% | Add +664.0% | 16,931 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +746.6% | 16,882 | $2.5M |
| Axxcess Wealth Management, LLC | 0.08% | Add +40.0% | 16,879 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +6.6% | 16,675 | $2.4M |
| Purkiss Capital Advisors LLC | 1.06% | Add +0.3% | 16,529 | $2.4M |
| Occidental Asset Management, LLC | 0.28% | No change | 16,227 | $2.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.35% | Add +1.9% | 16,093 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -5.9% | 15,617 | $2.3M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.8% | 15,539 | $2.3M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +0.1% | 15,536 | $2.3M |
| Investment Partners, LTD. | 0.81% | No change | 15,509 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -27.1% | 15,487 | $2.3M |
| truNorth Financial Services, Inc. | 2.33% | Add +2.4% | 15,418 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +6.3% | 15,340 | $2.2M |
| PDS Planning, Inc | 0.15% | Add +0.0% | 15,241 | $2.2M |
| Cozad Asset Management Inc. | 0.17% | Reduce -3.0% | 15,213 | $2.2M |
| Eagle Strategies LLC | 0.26% | Add +3.0% | 15,060 | $2.2M |
| Ellenbecker Investment Group | 0.30% | Add +0.2% | 15,028 | $2.2M |
| Liberty One Investment Management, LLC | 0.23% | Add +7.2% | 15,020 | $2.2M |
| Aspiriant, LLC | 0.06% | Add +2.3% | 14,883 | $2.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +1176.6% | 14,821 | $2.2M |
| Retirement Investment Advisors, Inc. | 0.17% | Add +0.3% | 15,499 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +10.8% | 14,766 | $2.2M |
| Cary Street Partners Financial LLC | 0.05% | Add +0.2% | 14,731 | $2.1M |
| Peak Asset Management, LLC | 0.38% | Reduce -0.3% | 14,710 | $2.1M |
| Hillcrest Wealth Advisors - NY, LLC | 0.87% | Reduce -25.4% | 14,650 | $2.1M |
| Pines Wealth Management, LLC | 0.69% | Add +2.7% | 14,599 | $2.1M |
| Focus Financial Network, Inc. | 0.08% | Reduce -10.3% | 14,584 | $2.1M |
| Transcend Capital Advisors, LLC | 0.17% | No change | 14,500 | $2.1M |
| Independent Advisor Alliance | 0.02% | Add +422.4% | 14,443 | $2.1M |
| Aberdeen Wealth Management LLC | 0.96% | Reduce -2.4% | 14,424 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -36.2% | 14,100 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -0.4% | 14,038 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -0.8% | 13,998 | $2.0M |
| Parcion Private Wealth LLC | 0.13% | Add +0.2% | 13,989 | $2.0M |
| ProVise Management Group, LLC | 0.15% | Reduce -36.6% | 13,826 | $2.0M |
| Newman Dignan & Sheerar, Inc. | 0.42% | Reduce -0.8% | 13,572 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Add +0.3% | 13,520 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 13,499 | $2.0M |
| 1015 Capital Partners, LLC | 1.91% | Add +5.1% | 13,464 | $2.0M |
| Cove Private Wealth, LLC | 0.45% | Add +71.6% | 13,415 | $2.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -17.6% | 13,386 | $2.0M |
| One Wealth Map LLC | 0.95% | Add +0.4% | 13,054 | $1.9M |
| Cadent Capital Advisors, LLC | 0.51% | Add +1.7% | 13,334 | $1.9M |
| Evergreen Capital Management LLC | 0.04% | Reduce -17.9% | 13,192 | $1.9M |
| WCG Wealth Advisors LLC | 0.05% | Add +15.3% | 13,162 | $1.9M |
| Huntington National Bank | 0.01% | New | 13,156 | $1.9M |
| Madison Asset Management, LLC | 0.02% | Reduce -16.0% | 13,138 | $1.9M |
| Ascent Group, LLC | 0.07% | No change | 13,109 | $1.9M |
| Visionary Horizons, LLC | 0.94% | New | 13,012 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +7.7% | 12,885 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +1.2% | 12,769 | $1.9M |
| Mechanics Bank Trust Department | 0.26% | Reduce -6.7% | 12,760 | $1.9M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -18.0% | 12,722 | $1.9M |
| Haverford Trust Co | 0.02% | Reduce -1.7% | 12,477 | $1.8M |
| Integrated Advisors Network LLC | 0.10% | Reduce -12.2% | 12,447 | $1.8M |
| Coston, McIsaac & Partners | 0.41% | Add +0.9% | 12,427 | $1.8M |
| Cooksen Wealth, LLC | 1.31% | Add +1.9% | 12,399 | $1.8M |
| Union Savings Bank | 0.79% | No change | 12,364 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.6% | 12,303 | $1.8M |
| Hollencrest Capital Management | 0.07% | No change | 12,267 | $1.8M |
| Bouchey Financial Group, Ltd. | 0.13% | No change | 12,000 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -19.7% | 12,166 | $1.8M |
| Principal Securities, Inc. | 0.03% | Reduce -2.2% | 12,118 | $1.8M |
| Drucker Wealth 3.0, LLC | 0.31% | Reduce -1.9% | 12,111 | $1.8M |
| Simplicity Wealth,LLC | 0.10% | Add +12.7% | 11,992 | $1.8M |
| GreatBanc Trust CO | 1.22% | No change | 11,978 | $1.7M |
| Forbes Financial Planning, Inc. | 0.99% | Reduce -3.0% | 11,742 | $1.7M |
| Rebalance, LLC | 0.10% | Add +0.6% | 11,673 | $1.7M |
| Vanguard National Trust Co | 0.11% | — | 11,646 | $1.7M |
| Bank Ozk | 0.59% | No change | 11,502 | $1.7M |
| Redwood Wealth Management Group, LLC | 0.72% | Reduce -4.5% | 11,465 | $1.7M |
| White Pine Capital LLC | 0.45% | No change | 11,382 | $1.7M |
| Tufton Capital Management | 0.30% | Add +0.1% | 11,371 | $1.7M |
| Daymark Wealth Partners, LLC | 0.05% | Add +3.4% | 11,364 | $1.7M |
| Investors Research Corp | 0.31% | Reduce -1.2% | 11,291 | $1.6M |
| MLP3, LLC | 1.80% | Add +0.0% | 11,147 | $1.6M |
| Hardworking Capital Advisors, LLC | 1.51% | Add +0.0% | 11,064 | $1.6M |
| Aspect Partners, LLC | 0.66% | Add +0.3% | 11,033 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.1% | 10,972 | $1.6M |
| Waldron Private Wealth LLC | 0.06% | No change | 10,842 | $1.6M |
| Florida Trust Wealth Management Co | 0.04% | Add +0.9% | 10,829 | $1.6M |
| Tyche Wealth Partners LLC | 0.24% | Reduce -0.3% | 10,791 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -2.3% | 10,692 | $1.6M |
| Councilor Wealth, LLC | 0.75% | Add +0.1% | 10,653 | $1.6M |
| Ancora Advisors LLC | 0.03% | Add +0.3% | 10,609 | $1.5M |
| Capstone Wealth Management Group, LLC | 0.64% | Reduce -41.7% | 10,472 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +347.2% | 10,277 | $1.5M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.1% | 10,244 | $1.5M |
| Integrity Alliance, Llc. | 0.06% | Reduce -15.1% | 10,184 | $1.5M |
| McNaughton Wealth Management, LLC | 0.61% | Reduce -5.0% | 10,153 | $1.5M |
| Ledyard National Bank | 0.13% | Reduce -5.8% | 10,133 | $1.5M |
| Legend Capital Advisors LLC | 0.92% | No change | 10,114 | $1.5M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -1.6% | 10,112 | $1.5M |
| Bar Harbor Wealth Management | 0.09% | Reduce -0.2% | 10,055 | $1.5M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -0.7% | 10,035 | $1.5M |
| Wedmont Private Capital | 0.05% | Add +120.7% | 9,862 | $1.5M |
| SVB Wealth LLC | 0.10% | Reduce -1.3% | 10,015 | $1.5M |
| Churchill Financial Advisors, LLC | 0.31% | Reduce -4.6% | 9,948 | $1.5M |
| VeraBank, N.A. | 0.26% | No change | 9,900 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +3.3% | 9,882 | $1.4M |
| Atalanta Sosnoff Capital, LLC | 0.03% | Add +15.7% | 9,823 | $1.4M |
| Axis Wealth Partners, LLC | 0.76% | Add +3.0% | 9,747 | $1.4M |
| Kovack Advisors, Inc. | 0.08% | Reduce -0.3% | 9,695 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Add +3.9% | 9,674 | $1.4M |
| Winebrenner Capital Management LLC | 0.91% | Add +0.1% | 9,662 | $1.4M |
| Jeppson Wealth Management, LLC | 0.44% | Reduce -4.3% | 9,610 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -23.1% | 9,584 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -10.5% | 9,516 | $1.4M |
| Butensky & Cohen Financial Security, Inc. | 0.37% | Add +0.7% | 9,514 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.6% | 9,508 | $1.4M |
| Dakota Wealth Management | 0.03% | No change | 9,476 | $1.4M |
| Sovran Advisors, LLC | 0.11% | Add +2.2% | 9,194 | $1.4M |
| Hourglass Capital, LLC | 0.29% | Reduce -1.8% | 9,435 | $1.4M |
| Palisade Asset Management, LLC | 0.14% | Reduce -0.7% | 9,418 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.50% | Reduce -2.5% | 9,323 | $1.4M |
| Destiny Capital Corp | 0.72% | Reduce -3.9% | 9,297 | $1.4M |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -4.3% | 9,248 | $1.3M |
| Capital Advisors Inc. | 0.02% | Reduce -1.3% | 9,188 | $1.3M |
| Warner Financial, Inc. | 0.46% | No change | 9,156 | $1.3M |
| SlateStone Wealth, LLC | 0.11% | Add +0.2% | 9,156 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | No change | 9,154 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +2.5% | 9,139 | $1.3M |
| Pacific Sun Financial Corp | 0.64% | Reduce -1.1% | 8,993 | $1.3M |
| Sage Mountain Advisors LLC | 0.09% | No change | 8,985 | $1.3M |
| MPS Loria Financial Planners, LLC | 0.34% | Reduce -2.9% | 8,943 | $1.3M |
| Coastline Trust Co | 0.13% | No change | 8,859 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.7% | 8,841 | $1.3M |
| Canal Capital Management, LLC | 0.17% | Reduce -1.1% | 8,799 | $1.3M |
| High Net Worth Advisory Group LLC | 0.30% | Add +0.1% | 8,777 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +0.2% | 8,747 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +11.0% | 8,744 | $1.3M |
| Lansing Street Advisors | 0.32% | Reduce -3.4% | 8,723 | $1.3M |
| Fort Point Capital Partners LLC | 0.17% | Add +0.6% | 8,702 | $1.3M |
| Weaver Consulting Group | 0.30% | Reduce -0.7% | 8,691 | $1.3M |
| Rathbones Group PLC | 0.01% | No change | 8,675 | $1.3M |
| Centennial Bank | 0.45% | Reduce -38.9% | 8,650 | $1.3M |
| Westmount Partners, LLC | 0.31% | Add +0.2% | 8,640 | $1.3M |
| Blue Fin Capital, Inc. | 0.21% | Reduce -0.2% | 8,580 | $1.3M |
| Howard Wealth Management, LLC | 0.53% | Reduce -3.1% | 8,563 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -6.8% | 8,553 | $1.2M |
| Golden State Wealth Management, LLC | 0.14% | Reduce -1.0% | 8,536 | $1.2M |
| Richwood Investment Advisors, LLC | 0.94% | Reduce -5.4% | 8,332 | $1.2M |
| Freedom Financial Partners LLC | 0.43% | Reduce -6.7% | 8,254 | $1.2M |
| 2UniFi Bank | 0.58% | Reduce -2.9% | 8,246 | $1.2M |
| Seven Springs Wealth Group, LLC | 0.28% | No change | 8,192 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.2% | 8,162 | $1.2M |
| Harbour Trust & Investment Management Co | 0.13% | Reduce -1.0% | 8,121 | $1.2M |
| Caprock Group, LLC | 0.03% | No change | 8,044 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 8,002 | $1.2M |
| Agate Pass Investment Management, LLC | 0.46% | Reduce -1.9% | 7,980 | $1.2M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -8.5% | 7,980 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.07% | Add +0.0% | 7,938 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.26% | Add +0.1% | 7,933 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -1.2% | 7,816 | $1.1M |
| Seamount Financial Group Inc. | 0.51% | Add +1.2% | 7,800 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.2% | 7,775 | $1.1M |
| Mathes Company, Inc. | 0.41% | No change | 7,740 | $1.1M |
| American State Bank (Iowa) | 0.54% | No change | 7,690 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.91% | Reduce -24.8% | 7,623 | $1.1M |
| Financial Management Network Inc. | 0.17% | Reduce -5.5% | 7,474 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -0.4% | 7,541 | $1.1M |
| Vawter Financial, Ltd. | 0.46% | No change | 7,500 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -6.4% | 7,489 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Add +0.4% | 7,462 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -18.3% | 7,415 | $1.1M |
| BIP Wealth, LLC | 0.04% | Reduce -2.0% | 7,400 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1528.2% | 7,392 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +2.3% | 7,447 | $1.1M |
| StoneX Group Inc. | 0.06% | Add +24.5% | 7,354 | $1.1M |
| Reality Financial Planning Services, LLC | 1.03% | Reduce -4.3% | 7,310 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.65% | Reduce -14.9% | 7,299 | $1.1M |
| BCS Private Wealth Management, Inc. | 0.32% | No change | 7,290 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.18% | Reduce -1.6% | 7,264 | $1.1M |
| Calamos Wealth Management LLC | 0.04% | Add +1.4% | 7,250 | $1.1M |
| Calamos Advisors LLC | 0.01% | New | 7,250 | $1.1M |
| Retirement Planning Group, LLC | 0.03% | Reduce -1.2% | 7,213 | $1.1M |
| Keybank National Association | 0.00% | Reduce -5.6% | 7,175 | $1.0M |
| Curbstone Financial Management Corp | 0.20% | No change | 7,150 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -4.6% | 7,109 | $1.0M |
| AMG National Trust Bank | 0.02% | Add +1.4% | 7,070 | $1.0M |
| Forza Wealth Management, LLC | 0.36% | No change | 7,000 | $1.0M |
| Mather Group, Llc. | 0.01% | Add +20.1% | 6,986 | $1.0M |
| MidFirst Bank | 0.08% | Reduce -25.3% | 6,978 | $1.0M |
| Flagstar Securities, Inc. | 0.37% | Reduce -13.1% | 6,967 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -17.0% | 6,956 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +0.0% | 6,928 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +165.3% | 6,864 | $1.0M |
| Wealth Care LLC | 0.89% | — | 6,858 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.65% | Add +0.4% | 6,850 | $1000K |
| RMR Wealth Builders | 0.08% | Add +0.3% | 6,827 | $996K |
| Addison Capital Co | 0.18% | Add +90.8% | 6,770 | $988K |
| Forum Financial Management, LP | 0.01% | Reduce -6.0% | 6,724 | $981K |
| XTX Topco Ltd | 0.02% | Reduce -24.9% | 6,713 | $980K |
| Koss-Olinger Consulting, LLC | 0.08% | Reduce -21.3% | 6,691 | $976K |
| Kentucky Trust Co | 0.51% | Reduce -4.7% | 6,675 | $974K |
| Norden Group LLC | 0.09% | No change | 6,675 | $974K |
| Madrid Wealth Management, LLC | 0.73% | No change | 6,663 | $972K |
| Evoke Wealth, LLC | 0.02% | No change | 6,579 | $960K |
| Astoria Portfolio Advisors LLC. | 0.20% | Add +4.8% | 6,460 | $957K |
| Curi Capital, LLC | 0.02% | Reduce -6.9% | 6,555 | $957K |
| Bessemer Group Inc. | 0.00% | Reduce -70.8% | 6,553 | $956K |
| STAR Financial Bank | 0.45% | Reduce -4.5% | 6,541 | $955K |
| Greenhouse Wealth Management, LLC | 0.59% | Add +0.3% | 6,510 | $950K |
| Renaissance Technologies | 0.00% | New | 6,400 | $934K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,369 | $930K |
| Investment Management Trust, LLC | 0.90% | — | 6,359 | $928K |
| Mission Creek Capital Partners, Inc. | 0.18% | Reduce -14.3% | 6,261 | $914K |
| N.E.W. Advisory Services LLC | 0.07% | Add +5.1% | 6,245 | $911K |
| Indivisible Partners | 0.08% | Add +0.2% | 6,212 | $907K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.5% | 6,203 | $905K |
| IFP Advisors, Inc | 0.02% | Reduce -1.5% | 6,175 | $901K |
| GEN Financial Management, INC. | 0.56% | No change | 6,163 | $899K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.0% | 6,149 | $897K |
| Semitam Bonam LLC | 0.73% | No change | 6,090 | $889K |
| HHM Wealth Advisors, LLC | 0.10% | Add +0.4% | 6,070 | $886K |
| Hazlett, Burt & Watson, Inc. | 0.28% | Reduce -1.7% | 6,053 | $882K |
| First Commonwealth Financial Corp | 0.14% | Reduce -5.1% | 6,042 | $882K |
| Signaturefd, LLC | 0.01% | Add +0.1% | 6,042 | $882K |
| Agf Management Ltd. | 0.00% | No change | 6,033 | $880K |
| Serenity Investment Advisors | 0.41% | Reduce -19.3% | 5,860 | $879K |
| Glassman Wealth Services | 0.12% | Reduce -3.1% | 6,003 | $876K |
| Intrua Financial, LLC | 0.09% | Reduce -8.6% | 5,970 | $871K |
| BOK Financial Private Wealth, Inc. | 0.05% | Reduce -10.0% | 5,961 | $870K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.0% | 5,951 | $868K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Reduce -0.9% | 5,938 | $867K |
| Altus Wealth Group LLC | 0.36% | Reduce -32.5% | 5,938 | $867K |
| Navis Wealth Advisors, LLC | 0.44% | Add +2.8% | 5,904 | $862K |
| SC&H Financial Advisors, Inc. | 0.13% | Add +0.0% | 5,900 | $861K |
| First National Bank of Omaha | 0.03% | No change | 5,956 | $861K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 5,835 | $852K |
| Sunpointe, LLC | 0.28% | New | 5,826 | $850K |
| Capstone Wealth Management Group LLC | 0.52% | Add +7.2% | 5,820 | $849K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.4% | 5,779 | $843K |
| Glenmede Trust Co. NA | 0.00% | No change | 5,772 | $842K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 5,764 | $841K |
| NewEdge Wealth, LLC | 0.01% | Add +11.2% | 5,751 | $839K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -2.1% | 5,743 | $838K |
| Peoples Bank | 0.51% | Reduce -9.1% | 5,738 | $837K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 5,707 | $833K |
| Nwam LLC | 0.05% | Reduce -1.5% | 5,667 | $827K |
| Conservest Capital Advisors, Inc. | 0.07% | Reduce -38.6% | 5,632 | $822K |
| HRT Financial LP | 0.00% | New | 5,585 | $815K |
| MWA Asset Management | 0.45% | Add +2.8% | 5,581 | $815K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.6% | 5,572 | $813K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.4% | 5,570 | $813K |
| Garrison Point Advisors, LLC | 0.37% | Reduce -1.5% | 5,559 | $811K |
| Trust Co. of Toledo NA | 0.08% | Add +9.3% | 5,558 | $811K |
| Ritholtz Wealth Management | 0.01% | Add +1.3% | 5,534 | $808K |
| Dickmeyer Boyce Financial Management, Inc. | 0.47% | — | 5,497 | $802K |
| Moors & Cabot, Inc. | 0.03% | Add +0.2% | 5,478 | $799K |
| Hilltop Holdings Inc. | 0.07% | Reduce -24.7% | 5,469 | $798K |
| Saxon Interests, Inc. | 0.27% | No change | 5,428 | $792K |
| Ehrlich Financial Group | 0.45% | Add +18.1% | 5,421 | $791K |
| Taylor Financial Group, Inc. | 0.48% | Reduce -3.7% | 5,408 | $789K |
| Old National Bancorp | 0.01% | No change | 5,406 | $789K |
| Cascade Financial Partners, LLC | 0.08% | Add +1.4% | 5,396 | $787K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -2.6% | 5,391 | $787K |
| United Bank | 0.26% | Reduce -2.4% | 5,361 | $782K |
| MKT Advisors LLC | 0.26% | Reduce -0.9% | 5,295 | $771K |
| Decision Investments, Inc. | 0.87% | No change | 5,247 | $766K |
| Evelyn Partners Asset Management Ltd | 0.19% | No change | 5,204 | $759K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -19.3% | 5,201 | $759K |
| Three Bearings Fiduciary Advisors, Inc. | 0.73% | No change | 5,200 | $759K |
| Sandy Cove Advisors, LLC | 0.23% | Reduce -0.1% | 5,191 | $758K |
| Atticus Wealth Management, LLC | 0.21% | No change | 5,185 | $757K |
| AlphaStar Capital Management, LLC | 0.06% | Reduce -15.3% | 5,163 | $753K |
| Interchange Capital Partners, LLC | 0.24% | Reduce -2.3% | 5,522 | $749K |
| SevenBridge Financial Group, LLC | 0.12% | Reduce -0.1% | 5,057 | $744K |
| Noesis Capital Mangement Corp. | 0.11% | No change | 5,093 | $743K |
| One Capital Management, LLC | 0.02% | Reduce -0.9% | 5,086 | $742K |
| One Day In July LLC | 0.06% | No change | 5,078 | $741K |
| North Star Investment Management Corp. | 0.04% | No change | 5,063 | $739K |
| OneAscent Financial Services LLC | 0.04% | New | 5,050 | $737K |
| Cambridge Capital Management, LLC | 0.32% | Reduce -1.6% | 5,036 | $735K |
| Keystone Financial Group | 0.05% | Add +0.1% | 5,026 | $734K |
| Kaydan Wealth Management, Inc. | 0.24% | Add +4.3% | 5,003 | $730K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.4% | 4,995 | $729K |
| Cambridge Advisors Inc. | 0.14% | No change | 4,966 | $725K |
| Tudor Investment Corporation | 0.00% | New | 4,954 | $723K |
| Intellus Advisors LLC | 0.10% | No change | 4,953 | $723K |
| Accredited Investors Inc. | 0.04% | Reduce -0.6% | 4,945 | $722K |
| Pension & Wealth Management Advisors, Inc. | 0.21% | Reduce -5.0% | 4,932 | $720K |
| Ferguson Johnson Wealth Management Inc | 0.58% | No change | 4,887 | $713K |
| Nicolet Bankshares Inc. | 0.03% | Add +82.9% | 4,855 | $708K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 4,835 | $706K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $701K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | Add +6.3% | 4,797 | $700K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.6% | 4,757 | $694K |
| Burns J W & Co. Inc. | 0.08% | Reduce -5.2% | 4,748 | $693K |
| Rossmore Private Capital | 0.06% | No change | 4,745 | $692K |
| Blue Trust, Inc. | 0.01% | Add +8.5% | 4,725 | $690K |
| Smith, Moore & Co. | 0.05% | Reduce -0.9% | 4,716 | $688K |
| Appleton Partners Inc. | 0.05% | Reduce -19.5% | 4,715 | $688K |
| Triangle Securities Wealth Management | 0.16% | Reduce -3.4% | 4,689 | $684K |
| Keating Financial Advisory Services, Inc. | 0.11% | Reduce -9.9% | 4,688 | $684K |
| Baker Tilly Wealth Management, LLC | 0.17% | New | 4,682 | $683K |
| Beacon Bank & Trust | 0.14% | Add +21.9% | 4,662 | $680K |
| LexAurum Advisors, LLC | 0.09% | — | 4,657 | $680K |
| Disciplined Investments, LLC | 0.24% | No change | 4,654 | $679K |
| Sageworth Trust Co | 0.03% | No change | 4,637 | $677K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 4,637 | $677K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 4,626 | $675K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -9.0% | 4,603 | $671K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +202.4% | 4,591 | $670K |
| Everhart Financial Group, Inc. | 0.06% | No change | 4,588 | $670K |
| International Assets Investment Management, LLC | 0.05% | Add +0.1% | 4,577 | $667K |
| Sentinel Pension Advisors, LLC | 0.10% | Add +4.0% | 4,547 | $664K |
| 71 West Capital Partners | 0.03% | No change | 4,536 | $662K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.8% | 4,531 | $661K |
| Alexander Labrunerie & Co., Inc. | 0.25% | Reduce -1.1% | 4,494 | $656K |
| Childress Capital Advisors, LLC | 0.12% | Add +17.4% | 4,491 | $655K |
| Kwmg, LLC | 0.05% | Add +1.1% | 4,488 | $655K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -1.7% | 4,486 | $655K |
| Investment Advisory Group, LLC | 0.17% | No change | 4,460 | $651K |
| SRH Advisors, LLC | 0.19% | No change | 4,460 | $651K |
| Private Wealth Advisors, LLC | 0.18% | Add +0.3% | 4,442 | $648K |
| Berkeley, Inc | 0.22% | Add +0.1% | 4,434 | $647K |
| Buck Wealth Strategies, LLC | 0.08% | Reduce -36.0% | 4,420 | $645K |
| Joel Adams & Associates, Inc. | 0.48% | Add +19.5% | 4,417 | $645K |
| GM Advisory Group, LLC | 0.02% | Add +0.4% | 4,416 | $645K |
| Money Concepts Capital Corp. | 0.04% | Add +10.1% | 4,392 | $641K |
| WealthBridge Capital Management, LLC | 0.15% | Reduce -1.9% | 4,387 | $640K |
| Compound Planning, Inc. | 0.02% | Add +0.1% | 4,358 | $636K |
| Certified Advisory Corp | 0.06% | Reduce -2.5% | 4,349 | $635K |
| Uhlmann Price Securities, LLC | 0.04% | Add +0.1% | 4,288 | $626K |
| Koshinski Asset Management, Inc. | 0.04% | Add +8.3% | 4,284 | $625K |
| Hengehold Capital Management LLC | 0.05% | Reduce -2.9% | 4,242 | $619K |
| Phillips Financial Management, LLC | 0.04% | Reduce -13.4% | 4,220 | $616K |
| Sutton Place Investors LLC | 0.34% | No change | 4,217 | $615K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | No change | 4,207 | $614K |
| Bond & Devick Financial Network, Inc. | 0.17% | No change | 4,207 | $614K |
| Martin Capital Partners, LLC | 0.23% | Reduce -37.1% | 4,196 | $612K |
| Ticino Wealth | 0.21% | Reduce -3.4% | 4,179 | $611K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -1.4% | 4,151 | $606K |
| Wood Tarver Financial Group, LLC | 0.17% | Reduce -2.4% | 4,134 | $603K |
| Sacks & Associates, LLC | 0.45% | Reduce -10.0% | 4,129 | $603K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,115 | $601K |
| Holistic Financial Partners | 0.22% | Reduce -0.2% | 4,110 | $600K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -0.8% | 4,093 | $597K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 4,033 | $597K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -5.0% | 4,027 | $597K |
| Central Valley Advisors, LLC | 0.16% | New | 4,060 | $592K |
| Fulton Bank, N.A. | 0.02% | Add +12.5% | 4,039 | $589K |
| Key Financial Inc | 0.10% | No change | 4,029 | $588K |
| Ellis Investment Partners, LLC | 0.10% | Reduce -2.2% | 4,021 | $587K |
| ZWJ Investment Counsel Inc. | 0.02% | Reduce -5.9% | 4,014 | $586K |
| Westco Advisory Services Inc. | 0.38% | Add +0.5% | 4,012 | $586K |
| Ashford Advisors, LLC | 0.14% | No change | 4,000 | $584K |
| Harbor Asset Planning, Inc. | 0.49% | Add +0.6% | 3,993 | $583K |
| Vise Technologies, Inc. | 0.01% | No change | 4,176 | $581K |
| Centaurus Financial, Inc. | 0.03% | Reduce -62.1% | 3,962 | $578K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +21.0% | 3,956 | $577K |
| DDD Partners, LLC | 0.04% | New | 3,938 | $575K |
| Csenge Advisory Group | 0.03% | Add +0.8% | 3,933 | $574K |
| Alpha Capital Advisors Inc. | 0.54% | Reduce -8.8% | 3,921 | $572K |
| Paragon Financial Partners, Inc. | 0.32% | Add +0.3% | 3,861 | $569K |
| Missouri Trust & Investment Co | 0.17% | Reduce -6.3% | 3,900 | $569K |
| MCF Advisors LLC | 0.02% | Add +3.0% | 3,880 | $566K |
| Private Trust Co. NA | 0.05% | No change | 3,874 | $565K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -4.7% | 3,823 | $558K |
| Kapstone Financial Advisors LLC | 0.27% | No change | 3,806 | $555K |
| Patron Partners, LLC | 0.25% | Reduce -3.5% | 3,806 | $555K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.0% | 3,804 | $555K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +0.3% | 3,786 | $552K |
| Matrix Asset Advisors Inc. | 0.05% | Add +0.1% | 3,782 | $552K |
| New Hampshire Trust | 0.11% | Add +1.8% | 3,775 | $551K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -15.8% | 3,772 | $550K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -1.3% | 3,771 | $550K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 3,762 | $549K |
| TruNorth Capital Management, LLC | 0.11% | No change | 3,759 | $549K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $546K |
| Apella Capital, LLC | 0.01% | Add +17.1% | 3,656 | $545K |
| LS Investment Advisors, LLC | 0.08% | Reduce -3.9% | 3,705 | $541K |
| West Paces Advisors Inc. | 0.10% | No change | 3,702 | $540K |
| Rodgers & Associates, LTD | 0.06% | No change | 3,700 | $540K |
| M3 Advisory Group, LLC | 0.33% | Add +1.3% | 3,696 | $539K |
| Ullmann Wealth Partners Group, LLC | 0.06% | No change | 3,687 | $538K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -77.2% | 3,685 | $538K |
| Clark Capital Management Group, Inc. | 0.00% | Add +11.6% | 3,678 | $537K |
| Genesis Private Wealth, LLC | 0.17% | Reduce -1.7% | 3,668 | $535K |
| Dara Capital Us, Inc. | 0.51% | No change | 3,660 | $534K |
| Truepoint, Inc. | 0.01% | Reduce -30.0% | 3,617 | $528K |
| Wealthcare Capital Partners, LLC | 0.25% | Add +0.6% | 3,600 | $525K |
| Ascentis Wealth Management, LLC | 0.11% | Reduce -3.5% | 3,579 | $522K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +3.9% | 3,535 | $516K |
| Tsfg, LLC | 0.08% | Reduce -11.5% | 3,503 | $511K |
| Emprise Bank | 0.20% | No change | 3,474 | $507K |
| Indiana Trust & Investment Management Co | 0.16% | No change | 3,469 | $506K |
| HUB Investment Partners, LLC | 0.01% | Add +11.2% | 3,459 | $505K |
| Magnus Financial Group LLC | 0.04% | Add +4.4% | 3,448 | $503K |
| Selective Wealth Management, Inc. | 0.15% | Reduce -4.1% | 3,405 | $503K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -23.1% | 3,364 | $502K |
| Arkos Global Advisors | 0.06% | No change | 3,398 | $496K |
| Princeton Global Asset Management LLC | 0.08% | Reduce -30.6% | 3,389 | $495K |
| Crewe Advisors LLC | 0.04% | Reduce -0.6% | 3,347 | $488K |
| Global Financial Private Client, LLC | 0.16% | No change | 3,344 | $488K |
| Fiduciary Trust Co | 0.01% | Add +1.7% | 3,341 | $488K |
| Serenus Wealth Advisors, LLC | 0.10% | Add +0.1% | 3,322 | $485K |
| Matrix Private Capital Group LLC | 0.23% | Add +1.9% | 3,311 | $483K |
| SkyOak Wealth, LLC | 0.09% | Add +5.4% | 3,308 | $483K |
| First National Trust Co | 0.02% | Reduce -2.9% | 3,302 | $482K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -23.2% | 3,328 | $481K |
| Krilogy Financial LLC | 0.02% | No change | 3,252 | $481K |
| Sawgrass Asset Management LLC | 0.07% | Reduce -1.9% | 3,286 | $480K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -2.0% | 3,284 | $479K |
| Gateway Wealth Partners, LLC | 0.02% | Add +102.5% | 3,280 | $479K |
| BSW Wealth Partners | 0.06% | Reduce -4.8% | 3,273 | $478K |
| M1 Capital Management LLC | 0.22% | Add +0.2% | 3,263 | $476K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 3,259 | $476K |
| Values Added Financial LLC | 0.20% | No change | 3,252 | $475K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -6.3% | 3,251 | $474K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -0.5% | 3,248 | $474K |
| Baldwin Wealth Partners LLC | 0.03% | No change | 3,230 | $471K |
| Private Management Group Inc. | 0.01% | No change | 3,203 | $467K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -24.3% | 3,199 | $467K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +81.8% | 3,159 | $461K |
| AlphaCore Capital LLC | 0.01% | Reduce -2.0% | 3,158 | $461K |
| Lakewood Asset Management LLC | 0.29% | No change | 3,156 | $461K |
| Fortitude Family Office, LLC | 0.10% | No change | 3,155 | $460K |
| Fiduciary Family Office, LLC | 0.13% | No change | 3,151 | $460K |
| Smith & Howard Wealth Management, LLC | 0.10% | No change | 3,141 | $458K |
| Payne Capital Management, LLC | 0.14% | Reduce -44.7% | 3,138 | $458K |
| Secure Asset Management, LLC | 0.07% | Reduce -0.1% | 3,132 | $457K |
| Madison Wealth Partners, Inc | 0.07% | Add +6.1% | 3,132 | $457K |
| Creekside Partners | 0.19% | Add +0.3% | 3,126 | $456K |
| PW Nova Financial Services LLC | 0.12% | Reduce -0.5% | 3,108 | $454K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.3% | 3,104 | $453K |
| Mayport, LLC | 0.08% | Add +40.9% | 3,100 | $452K |
| Clarity Wealth Advisors, LLC | 0.09% | Reduce -0.8% | 3,098 | $452K |
| Financially Speaking Inc | 2.18% | Reduce -4.9% | 3,082 | $450K |
| Midwest Financial Group LLC | 0.19% | Add +0.6% | 3,080 | $449K |
| Equitable Trust Co. | 0.02% | No change | 3,078 | $449K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -3.7% | 3,061 | $447K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +7.5% | 3,043 | $444K |
| Mascagni Wealth Management, Inc. | 0.32% | No change | 3,042 | $444K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Add +9.8% | 3,030 | $442K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.4% | 3,029 | $442K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,014 | $440K |
| Assetmark, Inc. | 0.00% | Reduce -1.3% | 3,017 | $440K |
| WESCAP Management Group, Inc. | 0.09% | No change | 3,013 | $440K |
| ICONIQ Capital, LLC | 0.01% | Add +0.0% | 3,006 | $439K |
| Archer Investment Corp | 0.09% | Add +0.6% | 3,001 | $438K |
| Roundview Capital LLC | 0.03% | Reduce -0.0% | 2,987 | $436K |
| Andrews Advisory Associates, LLC | 0.23% | Add +0.0% | 2,978 | $435K |
| Strategy Asset Managers LLC | 0.07% | Reduce -1.4% | 2,955 | $431K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $428K |
| Legacy Trust | 0.08% | No change | 2,928 | $427K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 2,892 | $427K |
| Clear Trail Advisors, LLC | 0.07% | Add +1.3% | 2,922 | $427K |
| Stonebridge Financial Group, LLC | 0.04% | No change | 2,915 | $425K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -0.2% | 2,910 | $425K |
| Headinvest, LLC | 0.09% | No change | 2,905 | $424K |
| Arthur M. Cohen & Associates, LLC | 0.08% | Add +0.9% | 2,895 | $422K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,885 | $421K |
| River Wealth Advisors LLC | 0.05% | No change | 2,874 | $419K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -9.3% | 2,863 | $418K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.2% | 2,847 | $416K |
| Hardin Capital Partners, LLC | 0.19% | Add +0.1% | 2,845 | $415K |
| O'ROURKE & COMPANY, Inc | 0.16% | Reduce -21.9% | 2,843 | $415K |
| King Wealth Management Group | 0.05% | No change | 2,836 | $414K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,830 | $413K |
| AdvisorNet Financial, Inc | 0.02% | Add +4.1% | 2,820 | $412K |
| Round Rock Advisors LLC | 0.06% | No change | 2,808 | $410K |
| Adamsbrown Wealth Consultants LLC | 0.11% | Reduce -6.2% | 2,802 | $409K |
| Lynx Investment Advisory | 0.19% | New | 2,780 | $406K |
| Maridea Wealth Management LLC | 0.06% | No change | 2,777 | $405K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -0.5% | 2,776 | $405K |
| Fourth Dimension Wealth, LLC | 0.15% | Add +1852.1% | 2,772 | $405K |
| Sowell Financial Services LLC | 0.01% | Reduce -15.8% | 2,762 | $403K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 2,759 | $403K |
| Gen-Wealth Partners Inc | 0.13% | No change | 2,757 | $402K |
| Financial Partners Group, Inc | 0.05% | Add +16.7% | 2,753 | $402K |
| Veridan Wealth LLC | 0.15% | Add +0.6% | 2,748 | $401K |
| Albion Financial Group | 0.03% | No change | 2,743 | $400K |
| Revisor Wealth Management LLC | 0.11% | No change | 2,740 | $400K |
| SBI Securities Co., Ltd. | 0.01% | Add +0.9% | 2,734 | $399K |
| Ridgecrest Wealth Partners, LLC | 0.22% | No change | 2,724 | $398K |
| Global Assets Advisory, LLC | 0.11% | New | 5,244 | $397K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,720 | $397K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 2,692 | $393K |
| Provident Wealth Management, LLC | 0.12% | Add +0.4% | 2,689 | $392K |
| S.E.E.D. Planning Group LLC | 0.11% | No change | 2,687 | $392K |
| LJI Wealth Management, LLC | 0.06% | Reduce -26.8% | 2,687 | $392K |
| West Bancorporation Inc. | 0.20% | No change | 2,685 | $392K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $391K |
| Realta Investment Advisors | 0.14% | Reduce -11.5% | 2,681 | $391K |
| Approach Retirement Advisors, LLC | 0.33% | No change | 2,680 | $391K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 2,678 | $391K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.1% | 2,661 | $388K |
| GAMMA Investing LLC | 0.02% | No change | 2,660 | $388K |
| NTV Asset Management LLC | 0.04% | Reduce -5.9% | 2,659 | $388K |
| Delta Capital Management LLC | 0.22% | No change | 2,650 | $387K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | New | 2,640 | $385K |
| Resonant Capital Advisors, LLC | 0.02% | Add +66.0% | 2,640 | $385K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.1% | 2,626 | $383K |
| KPP Advisory Services LLC | 0.06% | Reduce -2.6% | 2,617 | $382K |
| Aire Advisors, LLC | 0.07% | No change | 2,600 | $379K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 2,600 | $379K |
| Tennessee Valley Asset Management Partners | 0.05% | No change | 2,591 | $378K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -1.9% | 2,590 | $378K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $377K |
| BXM Wealth LLC | 0.29% | No change | 2,570 | $375K |
| Modern Wealth Management, LLC | 0.01% | Add +7.3% | 2,556 | $373K |
| Resolute Wealth Strategies, LLC | 0.16% | Add +0.3% | 2,543 | $371K |
| Crusonia Wealth Advisors LLC | 0.08% | No change | 2,536 | $370K |
| Goldstein Advisors, LLC | 0.04% | Add +36.2% | 2,534 | $370K |
| KFA Private Wealth Group, LLC | 0.09% | Add +25.9% | 2,528 | $369K |
| Asset Dedication, LLC | 0.03% | Reduce -37.4% | 2,522 | $368K |
| Keel Point, LLC | 0.02% | Add +0.1% | 2,515 | $367K |
| Factor Wealth Management LTD | 0.07% | New | 2,514 | $367K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | Reduce -56.9% | 2,508 | $366K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,505 | $366K |
| Kanawha Capital Management LLC | 0.03% | Reduce -10.7% | 2,500 | $365K |
| Cross Staff Investments Inc | 0.18% | No change | 2,496 | $364K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.2% | 2,493 | $364K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $362K |
| Hoge Financial Services, LLC | 0.19% | Add +0.6% | 2,480 | $362K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,478 | $362K |
| Regal Investment Advisors LLC | 0.02% | Reduce -3.7% | 2,474 | $361K |
| Hoffman, Alan N Investment Management | 0.24% | No change | 2,471 | $361K |
| West Michigan Advisors, LLC | 0.08% | Add +4.1% | 2,466 | $360K |
| Apollon Financial, LLC | 0.05% | Reduce -1.9% | 2,462 | $359K |
| Shepherd Street Advisors LLC | 0.35% | No change | 2,460 | $359K |
| Element Wealth, LLC | 0.15% | No change | 2,453 | $358K |
| Harfst & Associates, Inc. | 0.06% | Reduce -9.1% | 2,450 | $358K |
| Insigneo Advisory Services, LLC | 0.03% | Add +0.3% | 2,448 | $357K |
| QRG Capital Management, Inc. | 0.00% | Add +44.6% | 2,444 | $357K |
| YANKCOM Partnership | 0.15% | Reduce -10.1% | 2,442 | $356K |
| Howland Capital Management LLC | 0.01% | No change | 2,437 | $356K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -3.1% | 2,434 | $355K |
| Veltria Advisors Corp. | 1.18% | Add +17.1% | 2,391 | $355K |
| Sound Income Strategies, LLC | 0.02% | Reduce -19.8% | 2,433 | $355K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $354K |
| Venturi Wealth Management, LLC | 0.02% | Add +1.6% | 2,425 | $354K |
| Lanark Financial, Inc. | 0.03% | Add +0.6% | 2,423 | $354K |
| Mainstream Capital Management LLC | 0.24% | Reduce -0.8% | 2,420 | $353K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $350K |
| First Manhattan Co. Llc. | 0.00% | Add +5.1% | 2,386 | $348K |
| Redwood Park Advisors LLC | 0.26% | Add +0.1% | 2,380 | $347K |
| Global Trust Asset Management, LLC | 0.13% | Reduce -18.1% | 2,375 | $347K |
| Bay Capital Advisors, LLC | 0.21% | Reduce -3.8% | 2,372 | $346K |
| Boston Family Office LLC | 0.02% | No change | 2,361 | $345K |
| Bernardo Wealth Planning LLC | 0.07% | No change | 2,358 | $344K |
| Shared Vision Wealth Group LLC | 0.14% | No change | 2,351 | $343K |
| Titleist Asset Management, LLC | 0.03% | Reduce -4.0% | 2,332 | $340K |
| United Advisor Group, LLC | 0.04% | No change | 2,324 | $339K |
| CGN Advisors LLC | 0.03% | Reduce -8.5% | 2,319 | $338K |
| Cypress Wealth Services, LLC | 0.05% | Add +0.1% | 2,315 | $338K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -17.3% | 2,312 | $337K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 2,310 | $337K |
| Greenspring Advisors, LLC | 0.02% | No change | 2,310 | $337K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -22.1% | 2,297 | $335K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +0.6% | 2,297 | $335K |
| Nadler Financial Group, Inc. | 0.03% | Reduce -30.1% | 2,293 | $335K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,293 | $335K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $333K |
| Patten & Patten Inc. | 0.02% | No change | 2,284 | $333K |
| MidAtlantic Capital Management, Inc. | 0.23% | No change | 2,274 | $332K |
| HM Payson & Co. | 0.00% | No change | 2,261 | $330K |
| Davidson Trust Co. | 0.14% | No change | 2,261 | $330K |
| Eagle Global Advisors LLC | 0.01% | No change | 2,256 | $329K |
| Meramec Financial Planners, LLC | 0.13% | Add +0.3% | 2,203 | $329K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -24.1% | 2,239 | $327K |
| McKinley Carter Wealth Services, Inc. | 0.02% | No change | 2,226 | $325K |
| Goelzer Investment Management, Inc. | 0.02% | New | 2,202 | $321K |
| Narus Financial Partners, LLC | 0.08% | No change | 2,200 | $321K |
| Leo Wealth, LLC | 0.02% | Add +0.6% | 2,190 | $320K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $319K |
| Entrust Financial LLC | 0.22% | Add +0.1% | 2,183 | $319K |
| Main Street Financial Solutions, LLC | 0.02% | Add +28.6% | 2,179 | $318K |
| Gotham Asset Management | 0.00% | New | 2,179 | $318K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | Reduce -0.4% | 2,174 | $317K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 2,166 | $316K |
| Advisory Research Inc. | 0.04% | Add +24.1% | 2,164 | $316K |
| Citizens Business Bank | 0.05% | No change | 2,157 | $315K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -65.1% | 2,154 | $314K |
| Garden State Investment Advisory Services LLC | 0.07% | Add +1.5% | 2,139 | $312K |
| Gainplan LLC | 0.23% | No change | 2,139 | $312K |
| Pittenger & Anderson Inc. | 0.01% | Add +3.9% | 2,136 | $312K |
| Nalls Sherbakoff Group, LLC | 0.23% | Reduce -1.5% | 2,135 | $312K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,129 | $311K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.4% | 2,125 | $310K |
| Covenant Asset Management, LLC | 0.06% | No change | 2,123 | $310K |
| Lodestone Wealth Management LLC | 0.12% | Add +0.2% | 2,114 | $309K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,109 | $308K |
| Colonial Trust Co / SC | 0.04% | No change | 2,108 | $308K |
| Procyon Advisors, LLC | 0.01% | No change | 2,101 | $307K |
| WJ Financial Advisors LLC | 0.25% | No change | 2,094 | $306K |
| Fortis Capital Advisors, LLC | 0.04% | No change | 2,082 | $304K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -4.2% | 2,079 | $303K |
| CAP Partners, LLC | 0.17% | New | 2,075 | $303K |
| Fagan Associates, Inc. | 0.04% | Add +0.1% | 2,074 | $303K |
| Avant Financial Advisors LLC | 0.21% | No change | 2,065 | $301K |
| McDonough Capital Management, Inc | 0.16% | Add +0.6% | 2,064 | $301K |
| Versant Capital Management, Inc | 0.03% | No change | 2,057 | $300K |
| Ascentis Independent Advisors | 0.02% | New | 2,045 | $298K |
| KOM Wealth Management Group, LLC | 0.20% | Add +0.1% | 2,042 | $298K |
| Fortune Financial Advisors, LLC | 0.15% | Reduce -7.9% | 2,041 | $298K |
| GAMCO Investors | 0.00% | No change | 2,035 | $297K |
| Reynders McVeigh Capital Management, LLC | 0.01% | Reduce -53.1% | 2,026 | $296K |
| Vanguard Advisers Inc. | 0.00% | — | 2,026 | $296K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -5.7% | 2,025 | $296K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.4% | 2,013 | $295K |
| OFS Enterprise LLC | 0.09% | — | 2,017 | $294K |
| EPG Wealth Management LLC | 0.08% | Add +0.2% | 2,016 | $294K |
| Cascade Investment Group, Inc. | 0.19% | Reduce -1.5% | 2,013 | $294K |
| Ellsworth Advisors, LLC | 0.06% | Add +0.6% | 2,012 | $294K |
| American National Bank & Trust | 0.03% | Reduce -6.9% | 2,011 | $293K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $293K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $292K |
| Traphagen Investment Advisors LLC | 0.02% | No change | 1,999 | $292K |
| Plancorp, LLC | 0.01% | Add +0.6% | 1,975 | $291K |
| Sequent Asset Management, LLC | 0.14% | Add +26.8% | 1,990 | $290K |
| James Investment Research, Inc. | 0.03% | Reduce -20.7% | 1,985 | $290K |
| Caldwell Trust Co | 0.03% | Reduce -1.1% | 1,974 | $288K |
| HTG Investment Advisors, Inc. | 0.08% | No change | 1,970 | $288K |
| L.K. Benson & Company, P.C. | 0.09% | No change | 1,968 | $287K |
| Hall Capital Management Co. Inc. | 0.10% | No change | 1,900 | $285K |
| Wilkins Miller Wealth Management, LLC | 0.17% | Reduce -1.8% | 1,951 | $285K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -8.8% | 1,948 | $284K |
| Family Legacy, Inc. | 0.09% | Reduce -2.8% | 1,940 | $283K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 2,034 | $283K |
| Core Wealth Management, Inc. | 0.09% | No change | 1,937 | $283K |
| Straight Path Wealth Management | 0.08% | No change | 1,933 | $282K |
| Community Bank & Trust, Waco, Texas | 0.06% | No change | 1,918 | $280K |
| Summit Wealth Partners, LLC | 0.04% | New | 1,908 | $278K |
| Friday Financial | 0.10% | No change | 1,902 | $278K |
| Baugh & Associates, LLC | 0.12% | No change | 1,900 | $277K |
| Formidable Asset Management, LLC | 0.04% | No change | 1,991 | $277K |
| Pacific Point Advisors, LLC | 0.15% | No change | 1,896 | $277K |
| WoodTrust Financial Corp | 0.04% | No change | 1,894 | $276K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 1,885 | $275K |
| Pinnacle Wealth Management Group, Inc. | 0.13% | Reduce -9.3% | 1,883 | $275K |
| City Holding Co. | 0.03% | Add +37.1% | 1,881 | $275K |
| Essex Bank | 0.06% | Reduce -1.2% | 1,875 | $274K |
| Western Reserve Capital Management, LLC | 0.22% | Add +6.0% | 1,868 | $273K |
| Invst, LLC | 0.03% | Reduce -7.3% | 1,856 | $271K |
| Howe & Rusling Inc. | 0.02% | Reduce -4.9% | 1,853 | $270K |
| WFA of San Diego, LLC | 0.22% | Reduce -32.7% | 1,853 | $270K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 1,851 | $270K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,844 | $269K |
| Godsey & Gibb, Inc. | 0.02% | Add +4.0% | 1,838 | $268K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -15.5% | 1,836 | $268K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +0.2% | 1,835 | $268K |
| Selby Wealth Management, LLC | 0.10% | No change | 1,827 | $267K |
| Parsons Capital Management Inc. | 0.01% | New | 1,825 | $266K |
| Foundations Investment Advisors, LLC | 0.00% | Add +13.1% | 1,823 | $266K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $266K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -0.8% | 1,820 | $266K |
| Worth Asset Management, LLC | 0.10% | Reduce -2.0% | 1,819 | $265K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -9.1% | 1,819 | $265K |
| Condor Capital Management | 0.02% | No change | 1,815 | $265K |
| Quaker Wealth Management, LLC | 0.08% | No change | 1,811 | $264K |
| Center For Asset Management LLC | 0.13% | No change | 1,810 | $264K |
| Bailard, Inc. | 0.01% | Add +13.4% | 1,806 | $264K |
| Harbor Group, Inc. | 0.04% | Add +0.1% | 1,802 | $263K |
| Old North State Wealth Management, LLC | 0.12% | Reduce -7.0% | 1,796 | $263K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,800 | $263K |
| Coastal Bridge Advisors, LLC | 0.02% | Reduce -29.4% | 1,794 | $262K |
| Two Sigma Securities, LLC | 0.03% | Reduce -44.2% | 1,791 | $261K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -2.7% | 1,789 | $261K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.1% | 1,787 | $261K |
| 55 North Private Wealth, LLC | 0.07% | Add +0.2% | 1,786 | $261K |
| Foster Group, Inc. | 0.01% | No change | 1,784 | $260K |
| Bison Wealth, LLC | 0.03% | No change | 1,754 | $258K |
| Advisors Capital Management, LLC | 0.00% | Add +10.0% | 1,767 | $258K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 1,756 | $256K |
| Premier Path Wealth Partners, LLC | 0.03% | Reduce -0.7% | 1,756 | $256K |
| GDS Wealth Management | 0.02% | No change | 1,753 | $256K |
| Wallace Advisory Group, LLC | 0.27% | Add +0.2% | 1,753 | $256K |
| Webster Bank, N. A. | 0.02% | Reduce -6.9% | 1,750 | $255K |
| Fiduciary Group, LLC | 0.02% | Reduce -7.9% | 1,748 | $255K |
| Berkeley Capital Partners, LLC | 0.06% | New | 1,724 | $252K |
| Asset One Wealth Management LLC | 0.03% | New | 1,696 | $251K |
| Smith Salley Wealth Management | 0.01% | No change | 1,717 | $251K |
| Financial Insights, Inc. | 0.08% | No change | 1,714 | $250K |
| Wetzel Investment Advisors, Inc. | 0.10% | Reduce -24.5% | 1,712 | $250K |
| TRB Wealth Management, LLC | 0.04% | — | 1,701 | $248K |
| Kathmere Capital Management, LLC | 0.02% | No change | 1,699 | $248K |
| Strategic Financial Concepts, LLC | 0.06% | Add +10.4% | 1,698 | $248K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,695 | $247K |
| EJMK Ventures LLC | 0.14% | Reduce -32.0% | 1,681 | $245K |
| Signature Wealth Management Group | 0.09% | No change | 1,680 | $245K |
| Venture Visionary Partners LLC | 0.01% | Reduce -5.6% | 1,679 | $245K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 1,679 | $245K |
| Seneca House Advisors | 0.10% | Add +0.6% | 1,657 | $242K |
| Chancellor Financial Group WB LP | 0.17% | Add +3.1% | 1,657 | $242K |
| Cypress Capital Group | 0.03% | No change | 1,650 | $241K |
| Spirepoint Private Client, LLC | 0.02% | Reduce -4.2% | 1,645 | $240K |
| Simplex Trading, LLC | 0.01% | New | 1,639 | $239K |
| Xcel Wealth Management, LLC | 0.07% | New | 1,638 | $239K |
| Busey Bank | 0.01% | Add +8.9% | 1,634 | $238K |
| Trilogy Capital Inc. | 0.01% | Add +1.7% | 1,629 | $238K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $237K |
| Carson Advisory Inc. | 0.12% | Reduce -13.0% | 1,622 | $237K |
| Calton & Associates, Inc. | 0.03% | Reduce -24.9% | 1,621 | $237K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $236K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 1,615 | $236K |
| SHP Wealth Management | 0.02% | Reduce -1.4% | 1,610 | $235K |
| Future Financial Wealth Managment LLC | 0.15% | No change | 1,600 | $235K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,603 | $234K |
| Shoker Investment Counsel, Inc. | 0.07% | Add +0.2% | 1,601 | $234K |
| Caerus Investment Advisors, LLC | 0.10% | No change | 1,600 | $234K |
| Strata Wealth Advisors, LLC | 0.06% | No change | 1,600 | $234K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,600 | $234K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $234K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Add +5.6% | 1,589 | $232K |
| Brio Consultants, LLC | 0.03% | Add +0.2% | 1,559 | $232K |
| Kraft, Davis & Associates, LLC | 0.05% | No change | 1,526 | $229K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,562 | $228K |
| KLCM Advisors, Inc. | 0.02% | No change | 1,559 | $228K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,551 | $226K |
| Diversified Enterprises, LLC | 0.01% | No change | 1,551 | $226K |
| Financial Alternatives, Inc | 0.12% | No change | 1,549 | $226K |
| Capital Squared Financial LLC | 0.17% | Reduce -35.9% | 1,546 | $226K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -6.2% | 1,525 | $223K |
| Charter Oak Capital Management, LLC | 0.02% | No change | 1,516 | $221K |
| Wealth Effects LLC | 0.08% | No change | 1,510 | $220K |
| Apriem Advisors | 0.02% | No change | 1,508 | $220K |
| Financial Synergies Wealth Advisors, Inc. | 0.02% | No change | 1,500 | $219K |
| Crescent Grove Advisors, LLC | 0.02% | Reduce -2.4% | 1,500 | $219K |
| True Link Financial Advisors, LLC | 0.01% | No change | 1,500 | $219K |
| Barclays PLC | 0.00% | New | 1,500 | $219K |
| Bensler, LLC | 0.02% | Add +0.5% | 1,495 | $218K |
| Cambridge Financial Group, LLC | 0.07% | No change | 1,493 | $218K |
| Stokes Family Office, LLC | 0.02% | No change | 1,490 | $217K |
| ICW Investment Advisors LLC | 0.08% | Add +0.6% | 1,484 | $217K |
| Wrenne Financial Planning LLC | 0.08% | No change | 1,480 | $216K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -11.6% | 1,480 | $216K |
| Summit Asset Management, LLC | 0.03% | No change | 1,475 | $215K |
| Brookstone Capital Management | 0.00% | New | 1,474 | $215K |
| Marshall Financial Group, LLC | 0.03% | Reduce -17.9% | 1,473 | $215K |
| Bantamac Capital, LLC | 0.16% | No change | 1,470 | $215K |
| Global Wealth Management, LLC | 0.12% | Add +0.6% | 1,470 | $214K |
| Oxler Private Wealth LLC | 0.07% | Reduce -0.8% | 1,460 | $213K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.6% | 1,457 | $213K |
| Marco Investment Management LLC | 0.02% | No change | 1,448 | $211K |
| Tompkins Financial Corp. | 0.02% | Reduce -15.7% | 1,437 | $210K |
| Warwick Investment Management, Inc. | 0.03% | Reduce -9.3% | 1,435 | $209K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 1,434 | $209K |
| Transcendent Capital Group LLC | 0.10% | New | 1,430 | $209K |
| Capasso Planning Partners LLC | 0.11% | New | 1,424 | $208K |
| Split Rock Private Trading & Wealth Management, LLC | 0.16% | New | 1,418 | $207K |
| Financial Concepts Unlimited, Inc. | 0.19% | — | 1,415 | $207K |
| MTM Investment Management, LLC | 0.07% | No change | 1,415 | $207K |
| Beverly Hills Private Wealth, LLC | 0.03% | Reduce -11.3% | 1,409 | $206K |
| Millennium Capital Advisors, LLC | 0.13% | New | 1,408 | $205K |
| Stanich Group LLC | 0.16% | New | 1,407 | $205K |
| Campbell Deegan Wealth Management, LLC | 0.16% | New | 1,406 | $205K |
| Bangor Savings Bank | 0.02% | Reduce -1.5% | 1,402 | $205K |
| Beacon Financial Advisory LLC | 0.05% | New | 1,400 | $204K |
| Hopwood Financial Services, Inc. | 0.14% | New | 1,400 | $204K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 1,400 | $204K |
| Accretive Wealth Partners, LLC | 0.06% | New | 1,399 | $204K |
| Bridgewater Advisors Inc. | 0.01% | No change | 1,386 | $204K |
| Fermata Advisors, LLC | 0.05% | New | 1,393 | $203K |
| Nilsine Partners, LLC | 0.02% | New | 1,371 | $203K |
| Ranch Capital Advisors Inc. | 0.07% | New | 1,385 | $202K |
| Blue Chip Partners, LLC | 0.01% | New | 1,381 | $202K |
| Adirondack Trust Co. | 0.07% | Reduce -1.0% | 1,342 | $196K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.5% | 1,337 | $195K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.5% | 1,335 | $195K |
| Oxford Financial Group, LTD. LLC | 0.01% | No change | 1,300 | $190K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,286 | $188K |
| Luken Investment Analytics, LLC | 0.07% | No change | 1,287 | $188K |
| Ballast Advisors LLC | 0.05% | No change | 1,271 | $185K |
| United Community Bank | 0.06% | Reduce -10.3% | 1,250 | $182K |
| John A. Wolfe & Associates, Inc. | 0.28% | New | 1,240 | $181K |
| Hurley Capital, LLC | 0.10% | Add +0.4% | 1,233 | $180K |
| Cordgrass Capital Advisors, LLC | 0.04% | No change | 1,214 | $177K |
| Napier Financial, LLC | 0.04% | New | 1,187 | $173K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.0% | 1,180 | $172K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,139 | $166K |
| Root Financial Partners, LLC | 0.01% | Add +1.3% | 1,137 | $166K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 1,091 | $159K |
| Founders Financial Alliance, LLC | 0.03% | Add +43.3% | 1,085 | $158K |
| Consultiva Wealth Management, Corp. | 0.46% | No change | 1,078 | $157K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.6% | 1,047 | $153K |
| Costello Asset Management, INC | 0.05% | New | 1,037 | $151K |
| Seneschal Advisors, LLC | 0.11% | No change | 1,001 | $146K |
| Osbon Capital Management LLC | 0.12% | New | 1,000 | $146K |
| Mechanics Financial Corp | 0.06% | No change | 1,000 | $146K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,000 | $146K |
| Operose Advisors LLC | 0.03% | Reduce -7.5% | 994 | $145K |
| Aventura Private Wealth, LLC | 0.05% | Reduce -16.7% | 990 | $144K |
| Investment Research & Advisory Group, Inc. | 0.05% | Reduce -2.5% | 982 | $143K |
| Godfrey Financial Associates, Inc. | 0.12% | Add +0.1% | 970 | $142K |
| Nvwm, LLC | 0.03% | No change | 969 | $141K |
| Anchor Investment Management, LLC | 0.01% | Add +35.4% | 956 | $140K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | No change | 929 | $136K |
| Resources Management Corp. /CT/ | 0.02% | No change | 900 | $131K |
| Rice Partnership, LLC | 0.02% | Reduce -25.8% | 894 | $130K |
| Manning & Napier Advisors LLC | 0.00% | No change | 890 | $130K |
| TD Capital Management LLC | 0.01% | Add +0.6% | 869 | $127K |
| Horizons Wealth Management | 0.08% | No change | 850 | $124K |
| IAG Wealth Partners, LLC | 0.01% | No change | 815 | $119K |
| Quent Capital, LLC | 0.01% | No change | 812 | $119K |
| Dynamic Wealth Strategies, LLC | 0.07% | Add +707.0% | 807 | $118K |
| Oakworth Capital, Inc. | 0.01% | Add +153.6% | 776 | $113K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 770 | $112K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $112K |
| BankPlus Trust Department | 0.03% | No change | 765 | $112K |
| Harbor Investment Advisory, LLC | 0.01% | Add +17.7% | 765 | $112K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 749 | $109K |
| Hughes Financial Services, LLC | 0.02% | No change | 745 | $109K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 743 | $108K |
| Tanglewood Legacy Advisors, LLC | 0.04% | Reduce -61.8% | 741 | $108K |
| Zions Bancorporation, National Association | 0.01% | No change | 732 | $107K |
| Activest Wealth Management | 0.02% | No change | 728 | $106K |
| Wagner Wealth Management, LLC | 0.02% | No change | 716 | $104K |
| Strategic Wealth Advisors LLC | 0.08% | No change | 712 | $103K |
| Biltmore Family Office, LLC | 0.01% | Reduce -36.7% | 690 | $101K |
| GoalVest Advisory LLC | 0.02% | No change | 685 | $100K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +4.6% | 680 | $99K |
| Hilltop National Bank | 0.02% | Reduce -19.6% | 677 | $99K |
| Delta Asset Management LLC | 0.01% | No change | 653 | $95K |
| Blueline Advisors LLC | 0.07% | Reduce -2.3% | 648 | $95K |
| Main Street Group, LTD | 0.03% | New | 632 | $92K |
| Providence Capital Advisors, LLC | 0.01% | Reduce -56.5% | 628 | $92K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Reduce -25.7% | 622 | $91K |
| Peterson Wealth Management | 0.05% | New | 621 | $91K |
| Ares Financial Consulting, LLC | 0.07% | Add +0.7% | 616 | $90K |
| Peck Wealth Management, LLC | 0.09% | No change | 600 | $88K |
| NFSG Corp | 0.01% | No change | 598 | $87K |
| FWL Investment Management, LLC | 0.02% | No change | 593 | $87K |
| Burk Holdings LLC | 0.04% | New | 586 | $86K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 586 | $85K |
| Grove Bank & Trust | 0.01% | No change | 582 | $85K |
| SYM FINANCIAL Corp | 0.01% | New | 553 | $81K |
| Portfolio Resources Advisor Group, Inc. | 0.08% | No change | 545 | $80K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $78K |
| Valley National Advisers Inc. | 0.01% | No change | 529 | $77K |
| Piscataqua Savings Bank | 0.05% | No change | 515 | $75K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 507 | $74K |
| Arcadia Investment Management Corp. | 0.01% | No change | 506 | $74K |
| Hilton Head Capital Partners, LLC | 0.04% | No change | 505 | $74K |
| Louisbourg Investments Inc. | 0.01% | Reduce -21.3% | 500 | $73K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $72K |
| Synergy Investment Management, LLC | 0.02% | New | 488 | $71K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 475 | $71K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $69K |
| Tiaa Trust, National Association | 0.00% | Reduce -97.2% | 418 | $61K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $60K |
| Key Capital Management, INC | 0.04% | New | 411 | $60K |
| Financial Perspectives, Inc | 0.02% | Add +0.7% | 406 | $59K |
| Evolution Wealth Management Inc. | 0.04% | No change | 404 | $59K |
| Financial Life Planners | 0.05% | New | 403 | $59K |
| Dagco, Inc. | 0.01% | No change | 400 | $58K |
| Eastern Bank | 0.00% | No change | 382 | $56K |
| JDM Financial Group LLC | 0.02% | No change | 372 | $54K |
| WHI TRUST Co LLC | 0.04% | No change | 371 | $54K |
| Bogart Wealth, LLC | 0.00% | New | 370 | $54K |
| Capital Investment Counsel, Inc | 0.01% | No change | 370 | $54K |
| Evergreen Advisors, LLC | 0.01% | New | 366 | $53K |
| City State Bank | 0.01% | No change | 358 | $52K |
| United Financial Planning Group LLC | 0.03% | Add +255.0% | 355 | $52K |
| Morling Financial Advisors, LLC | 0.02% | No change | 353 | $52K |
| Evermay Wealth Management LLC | 0.01% | No change | 352 | $51K |
| Kilter Group LLC | 0.02% | No change | 350 | $51K |
| Bare Financial Services, Inc | 0.01% | No change | 342 | $50K |
| Nemes Rush Group LLC | 0.00% | No change | 337 | $49K |
| Crews Bank & Trust | 0.01% | No change | 327 | $48K |
| Tucker Asset Management LLC | 0.01% | No change | 325 | $47K |
| Parkside Financial Bank & Trust | 0.00% | No change | 315 | $46K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -57.6% | 294 | $43K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $43K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $42K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -26.1% | 283 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $41K |
| Ameriflex Group, Inc. | 0.02% | No change | 275 | $40K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 268 | $39K |
| Vision Retirement, LLC | 0.01% | No change | 266 | $39K |
| Founders Capital Management | 0.02% | No change | 260 | $38K |
| Palouse Capital Management, Inc. | 0.03% | Reduce -40.8% | 257 | $38K |
| Clark Wealth Partners | 0.03% | Add +0.8% | 257 | $37K |
| Wall Street Financial Group, Inc. | 0.02% | New | 255 | $37K |
| Addison Advisors LLC | 0.01% | No change | 250 | $36K |
| Syntax Research, Inc. | 0.02% | No change | 250 | $36K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 250 | $36K |
| Avion Wealth | 0.01% | No change | 248 | $36K |
| Noble Wealth Management PBC | 0.02% | No change | 241 | $35K |
| Friedenthal Financial | 0.02% | No change | 240 | $35K |
| SouthState Bank Corp | 0.00% | Reduce -55.7% | 239 | $35K |
| Ankerstar Wealth, LLC | 0.04% | No change | 237 | $35K |
| MBM Wealth Consultants, LLC | 0.01% | New | 235 | $34K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 234 | $34K |
| Colonial Trust Advisors | 0.00% | Add +0.9% | 226 | $33K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 217 | $32K |
| Tower View Wealth Management LLC | 0.02% | Add +0.5% | 216 | $32K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $31K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 200 | $29K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $29K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -10.6% | 194 | $28K |
| Park National Corp. | 0.00% | New | 193 | $28K |
| Pflug Koory, LLC | 0.01% | No change | 185 | $27K |
| Country Trust Bank | 0.00% | New | 184 | $27K |
| Longview Financial Advisors LLC | 0.01% | No change | 182 | $27K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 181 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 181 | $26K |
| American Capital Advisory, LLC | 0.01% | No change | 180 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $26K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 174 | $25K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $25K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 170 | $25K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -32.0% | 170 | $25K |
| Bayban | 0.02% | No change | 158 | $23K |
| MV Capital Management, Inc. | 0.00% | No change | 158 | $23K |
| Abound Wealth Management | 0.01% | No change | 151 | $22K |
| High Point Wealth Management, LLC | 0.02% | New | 150 | $22K |
| Signature Equity Partners, LLC | 0.01% | No change | 150 | $22K |
| First United Bank & Trust | 0.01% | No change | 150 | $22K |
| Pinney & Scofield, Inc. | 0.01% | No change | 135 | $20K |
| NorthAvenue LLC | 0.02% | No change | 134 | $20K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $18K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 117 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.9% | 114 | $17K |
| Register Financial Advisors LLC | 0.01% | No change | 110 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.9% | 108 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 106 | $15K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 103 | $15K |
| 10Elms LLP | 0.01% | New | 105 | $15K |
| Kelleher Financial Advisors | 0.00% | No change | 105 | $15K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $15K |
| RMG Wealth Management LLC | 0.00% | New | 100 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 101 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 100 | $15K |
| Intesa Sanpaolo Wealth Management | 0.00% | No change | 100 | $15K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -11.1% | 96 | $14K |
| Dunhill Financial, LLC | 0.00% | No change | 86 | $13K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 82 | $12K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $11K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 70 | $10K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 69 | $10K |
| Triumph Capital Management | 0.00% | Add +357.1% | 64 | $9K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 64 | $9K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 63 | $9K |
| Financial Consulate, Inc. | 0.00% | No change | 62 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $9K |
| Scarborough Advisors, LLC | 0.00% | No change | 59 | $9K |
| Bank & Trust Co | 0.00% | No change | 50 | $7K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -27.5% | 50 | $7K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 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 |
| Flagship Wealth Advisors, LLC | 0.00% | Reduce -86.2% | 28 | $4K |
| Walsh & Associates, LLC | 0.00% | No change | 23 | $3K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 20 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -80.5% | 17 | $2K |
| LM Advisors LLC | 0.01% | Add +4.8% | 303 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 12 | $2K |
| Retiremitten Financial LLC | 0.00% | — | 10 | $1K |
| PlanVest Financial, Inc | 0.00% | — | 4 | $611 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 4 | $584 |
| Caitlin John, LLC | 0.00% | No change | 1 | $149 |
"% 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.