SS SPDR S&P Dividend ETFSDYETF
13F holders, Q2 2026 (June 30)1,248holders +7
58new positions
49sold out
5famous investors
$152.21avg. 13F price*
At the end of Q2 2026, 1,248 institutions reported holding SS SPDR S&P Dividend ETF (SDY) in their 13F filings, up 7 from Q1 2026. 58 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($1.1B), Morgan Stanley ($746.6M) and LPL Financial LLC ($462.7M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P Dividend ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A763
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $120.5M |
| Exits | 49 | $41.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,836,951 shares bought and 1,766,111 shares sold, net +1,070,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,248 holders
| Bank of America Corp. | 0.07% | Reduce -2.3% | 7,153,445 | $1.1B |
| Morgan Stanley | 0.04% | Add +1.2% | 4,906,331 | $746.6M |
| LPL Financial LLC | 0.10% | Add +1.4% | 3,040,750 | $462.7M |
| Raymond James Financial Inc. | 0.12% | Reduce -2.3% | 2,990,179 | $455.0M |
| Joel Isaacson & Co., LLC | 12.75% | Add +1.7% | 2,894,421 | $440.5M |
| Wells Fargo & Company | 0.06% | Add +3.7% | 2,281,758 | $347.2M |
| Royal Bank of Canada | 0.05% | Add +0.9% | 2,039,089 | $310.3M |
| UBS Group AG | 0.04% | Add +0.0% | 1,674,173 | $254.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.4% | 1,380,453 | $210.9M |
| Ameriprise Financial Inc. | 0.04% | Reduce -3.0% | 1,292,475 | $196.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.8% | 1,111,642 | $169.2M |
| MAI Capital Management | 0.58% | Add +1.0% | 1,002,472 | $152.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.1% | 910,494 | $138.6M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -2.3% | 873,659 | $133.0M |
| Pathstone Holdings, LLC | 0.35% | Add +1.4% | 793,377 | $120.7M |
| Cetera Investment Advisers | 0.10% | Add +1.0% | 750,297 | $114.2M |
| Truist Financial Corp. | 0.13% | Reduce -2.8% | 689,697 | $105.0M |
| Destination Wealth Management | 2.26% | Add +0.9% | 635,081 | $96.6M |
| Coldstream Capital Management Inc. | 1.19% | New | 618,230 | $94.1M |
| Stifel Financial Corp. | 0.07% | Add +26.2% | 587,808 | $89.5M |
| Janney Montgomery Scott LLC | 0.17% | Add +0.9% | 577,947 | $88.0M |
| Osaic Holdings, Inc. | 0.10% | Add +7.4% | 552,440 | $84.1M |
| Jones Financial Companies LLLP | 0.03% | Add +10.3% | 536,116 | $82.1M |
| Jupiter Topco LLC | 0.03% | — | 502,815 | $76.5M |
| Capital Investment Advisors, LLC | 0.99% | Reduce -0.7% | 491,556 | $74.8M |
| HighTower Advisors, LLC | 0.07% | Add +0.4% | 481,025 | $73.2M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.3% | 450,216 | $68.5M |
| 1ST Source Bank | 2.93% | Reduce -5.6% | 424,880 | $64.7M |
| Creative Planning | 0.04% | Reduce -3.5% | 423,949 | $64.5M |
| MML Investors Services, LLC | 0.13% | Add +17.8% | 414,516 | $63.1M |
| J.Safra Asset Management Corp | 2.65% | Add +2.6% | 378,030 | $57.5M |
| Elk River Wealth Management LLC | 8.99% | Reduce -12.2% | 371,018 | $56.5M |
| AlphaCore Capital LLC | 1.03% | Add +11574.3% | 368,674 | $56.1M |
| Legacy Financial Group LLC | 6.06% | Add +21.4% | 353,819 | $53.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.1% | 321,826 | $49.0M |
| Benjamin Edwards Inc. | 0.40% | Add +47.0% | 286,769 | $43.6M |
| Marino, Stram & Associates LLC | 6.78% | Add +0.4% | 279,804 | $42.6M |
| Clearstead Advisors, LLC | 0.40% | Reduce -0.2% | 279,710 | $42.6M |
| Baird Financial Group, Inc. | 0.06% | Add +6.9% | 272,798 | $41.5M |
| Kestra Advisory Services, LLC | 0.13% | Add +5.9% | 267,979 | $40.8M |
| Wolff Financial Management LLC | 7.99% | Add +1.3% | 263,340 | $40.1M |
| Moneta Group Investment Advisors LLC | 0.29% | Reduce -6.7% | 261,650 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -3.5% | 258,404 | $39.3M |
| Linscomb Wealth, Inc. | 1.60% | Reduce -5.8% | 242,037 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +0.3% | 224,206 | $34.6M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -2.3% | 211,188 | $32.1M |
| Mariner, LLC | 0.03% | Reduce -32.9% | 204,288 | $31.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -6.6% | 196,131 | $29.8M |
| Modern Wealth Management, LLC | 0.34% | Add +7237.4% | 187,544 | $28.5M |
| Klingman & Associates, LLC | 1.21% | Reduce -1.1% | 187,332 | $28.5M |
| NWF Advisory Services Inc. | 2.63% | Add +3.3% | 183,880 | $28.0M |
| Graves Light Lenhart Wealth, Inc. | 2.58% | Reduce -0.3% | 181,578 | $27.6M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -0.7% | 175,487 | $26.7M |
| Private Advisor Group, LLC | 0.12% | Add +52.4% | 173,016 | $26.3M |
| Jackson, Grant Investment Advisers, Inc. | 8.04% | Reduce -3.0% | 170,164 | $25.9M |
| Savant Capital, LLC | 0.08% | Add +97.7% | 171,541 | $25.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +1.8% | 153,614 | $23.4M |
| Regent Peak Wealth Advisors LLC | 4.33% | Add +0.9% | 153,565 | $23.4M |
| Focus Partners Wealth | 0.02% | Add +19.0% | 150,144 | $22.8M |
| Equitable Holdings, Inc. | 0.14% | Add +3.9% | 150,033 | $22.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +14.8% | 150,025 | $22.8M |
| Scotia Capital Inc. | 0.08% | Reduce -2.5% | 146,817 | $22.3M |
| Capital Advisors, Ltd. LLC | 2.23% | Reduce -0.0% | 145,540 | $22.1M |
| Captrust Financial Advisors | 0.03% | Reduce -1.6% | 143,320 | $21.8M |
| Bank of Montreal | 0.01% | Reduce -10.3% | 142,939 | $21.8M |
| FMR LLC | 0.00% | Add +6.8% | 136,072 | $20.7M |
| Confluence Investment Management LLC | 0.31% | Add +92.5% | 132,295 | $20.1M |
| TigerOak Management, L.L.C. | 5.31% | Add +0.1% | 124,183 | $18.9M |
| Sanctuary Advisors, LLC | 0.08% | Add +24.4% | 117,924 | $17.9M |
| Midwest Trust Co | 0.19% | Add +1.0% | 112,374 | $17.1M |
| Fifth Third Bancorp | 0.03% | Reduce -2.4% | 112,373 | $17.1M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Reduce -0.3% | 109,968 | $16.7M |
| UMB Bank, n.a. | 0.21% | Add +0.8% | 109,855 | $16.7M |
| Bokf, NA | 0.23% | Reduce -0.3% | 107,452 | $16.4M |
| Associated Banc-Corp | 0.39% | Add +0.3% | 107,071 | $16.3M |
| Hubbell Strickland Wealth Management, LLC | 5.80% | Reduce -0.4% | 105,649 | $16.1M |
| Cerity Partners LLC | 0.02% | Add +1.0% | 100,632 | $15.3M |
| Sard Wealth Management Group, LLC | 7.27% | Add +3.9% | 99,881 | $15.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.8% | 97,512 | $14.8M |
| Prosperity Consulting Group, LLC | 0.55% | Reduce -1.1% | 96,333 | $14.7M |
| US Bancorp \de | 0.02% | Add +1.3% | 93,892 | $14.3M |
| MSH Capital Advisors LLC | 2.46% | Add +1.3% | 92,839 | $14.1M |
| KCM Investment Advisors LLC | 0.42% | Reduce -0.2% | 92,479 | $14.1M |
| CRA Financial Services, LLC | 1.61% | Reduce -1.9% | 91,795 | $14.0M |
| &partners | 0.06% | Add +3.1% | 90,166 | $13.7M |
| HB Wealth Management, LLC | 0.08% | Add +0.7% | 89,726 | $13.7M |
| Fund Evaluation Group, LLC | 0.37% | No change | 89,489 | $13.6M |
| National Bank of Canada | 0.01% | Add +3.6% | 88,567 | $13.5M |
| Blair William & Co. | 0.03% | Add +5.5% | 87,329 | $13.3M |
| M&T Bank Corp | 0.04% | Add +1.1% | 85,771 | $13.1M |
| NewEdge Advisors, LLC | 0.04% | Add +35.8% | 84,145 | $12.8M |
| Wesbanco Bank Inc. | 0.31% | Reduce -2.5% | 81,163 | $12.4M |
| NBT Bank, N.A. | 0.82% | Reduce -1.0% | 81,122 | $12.3M |
| TD Private Client Wealth LLC | 0.22% | Reduce -2.3% | 78,494 | $11.9M |
| IHT Wealth Management, LLC | 0.25% | Reduce -0.4% | 77,741 | $11.8M |
| World Investment Advisors | 0.19% | Reduce -0.0% | 79,530 | $11.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -1.1% | 75,667 | $11.5M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 75,630 | $11.5M |
| Sage Rhino Capital LLC | 1.87% | Reduce -3.3% | 74,730 | $11.4M |
| CX Institutional | 0.33% | Add +3.0% | 74,031 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Add +12.8% | 76,992 | $11.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.31% | Reduce -10.8% | 73,315 | $11.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 72,015 | $11.0M |
| Greenleaf Trust | 0.10% | Reduce -1.6% | 71,486 | $10.9M |
| Brown Advisory Inc. | 0.02% | Reduce -3.4% | 68,514 | $10.4M |
| Balefire, LLC | 1.68% | Reduce -5.1% | 67,754 | $10.3M |
| Kitching Partners, LLC | 8.66% | Add +1.6% | 66,213 | $10.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +0.0% | 65,731 | $10.0M |
| Oppenheimer & Co. Inc. | 0.11% | Add +0.2% | 64,966 | $9.9M |
| Wealthspire Retirement, LLC | 0.53% | Reduce -11.1% | 63,489 | $9.7M |
| Precedent Wealth Partners, LLC | 1.60% | Reduce -0.3% | 63,374 | $9.6M |
| AQR Capital Management | 0.00% | Add +56.4% | 62,619 | $9.5M |
| Strategic Family Wealth Counselors, L.L.C. | 2.18% | Add +0.7% | 61,562 | $9.4M |
| Lido Advisors, LLC | 0.03% | Add +19.2% | 61,316 | $9.3M |
| Meridian Wealth Advisors, LLC | 1.05% | Add +4.4% | 60,695 | $9.2M |
| Moneco Advisors, LLC | 0.56% | Add +4.4% | 59,788 | $9.1M |
| Wealthspire Advisors, LLC | 0.05% | Add +8.1% | 58,979 | $9.0M |
| Simmons Bank | 0.50% | Reduce -1.6% | 58,143 | $8.8M |
| Corsicana & Co. | 4.24% | Reduce -2.6% | 57,496 | $8.7M |
| Fifth Third Wealth Advisors LLC | 0.24% | Reduce -1.2% | 56,911 | $8.7M |
| Cornerstone Wealth Management, LLC | 0.36% | Add +1.5% | 54,868 | $8.3M |
| Arax Advisory Partners | 0.06% | Add +189.8% | 54,846 | $8.3M |
| Earned Wealth Advisors, LLC | 0.53% | Reduce -2.1% | 53,963 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +0.2% | 53,168 | $8.1M |
| Premier Private Wealth Management LLC | 7.05% | Add +1.3% | 52,930 | $8.1M |
| Wellspring Financial Advisors, LLC | 0.53% | Reduce -4.2% | 52,926 | $8.1M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +0.2% | 52,741 | $8.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.3% | 52,509 | $8.0M |
| Koenig Investment Advisory, LLC | 6.19% | Add +2.2% | 52,379 | $8.0M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -0.9% | 51,981 | $7.9M |
| Ieq Capital, LLC | 0.04% | Add +0.7% | 51,258 | $7.8M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -2.3% | 51,198 | $7.8M |
| Whitegate Investment Counselors, Inc. | 2.21% | Reduce -1.0% | 51,076 | $7.8M |
| Aspen Grove Capital, LLC | 1.10% | Add +0.0% | 50,310 | $7.7M |
| Mission Wealth Management, LP | 0.09% | Add +3.9% | 49,672 | $7.6M |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 49,459 | $7.5M |
| Composition Wealth, LLC | 0.09% | Reduce -2.0% | 49,420 | $7.5M |
| Aries Wealth Management | 1.45% | Reduce -2.4% | 48,515 | $7.4M |
| Perennial Investment Advisors, LLC | 0.49% | Add +10.3% | 48,514 | $7.4M |
| Ameritas Advisory Services, LLC | 0.15% | Add +35.4% | 48,435 | $7.4M |
| American Money Management, LLC | 1.04% | Add +5.3% | 47,915 | $7.3M |
| Cornerstone Advisory, LLC | 0.58% | Add +0.5% | 45,968 | $7.0M |
| Mine & Arao Wealth Creation & Management, LLC. | 2.49% | Add +6.1% | 45,107 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Add +5.3% | 45,096 | $6.9M |
| Juncture Wealth Strategies, LLC | 1.77% | New | 44,771 | $6.8M |
| Americana Partners, LLC | 0.15% | Reduce -26.8% | 44,382 | $6.8M |
| Park Avenue Securities LLC | 0.04% | Add +60.1% | 43,369 | $6.6M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +1.3% | 43,169 | $6.6M |
| Whittier Trust Co. of Nevada Inc. | 0.12% | Reduce -4.5% | 42,055 | $6.5M |
| Shrier Wealth Management, LLC | 2.23% | Add +4.1% | 42,918 | $6.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -0.1% | 42,833 | $6.5M |
| Shulman DeMeo Asset Management LLC | 1.19% | Reduce -3.0% | 41,726 | $6.3M |
| Merit Financial Group, LLC | 0.04% | Reduce -8.8% | 41,570 | $6.3M |
| Citizens Financial Group Inc. | 0.08% | Add +9.7% | 41,433 | $6.3M |
| Elevation Point Wealth Partners, LLC | 0.12% | Reduce -3.1% | 41,379 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +8.9% | 40,539 | $6.2M |
| Essex Financial Services, Inc. | 0.30% | Add +0.1% | 39,978 | $6.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +15.6% | 39,864 | $6.1M |
| TL Private Wealth | 2.22% | Reduce -3.2% | 38,961 | $6.1M |
| Climber Capital SA | 3.71% | Add +48.2% | 41,113 | $6.1M |
| Westside Investment Management, Inc. | 0.79% | Add +2.0% | 39,315 | $6.0M |
| Torrey-Payne Wealth Management, LLC | 4.90% | Add +6.5% | 39,173 | $6.0M |
| First Horizon Corp. | 0.23% | Reduce -0.1% | 39,017 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.10% | Reduce -1.2% | 38,635 | $5.9M |
| Regions Financial Corp. | 0.03% | No change | 37,406 | $5.7M |
| Brown Brothers Harriman & Co. | 0.02% | Reduce -6.3% | 37,307 | $5.7M |
| Quantinno Capital Management LP | 0.01% | Add +93.7% | 36,777 | $5.6M |
| Gotham Asset Management | 0.01% | Add +1583.3% | 36,678 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +0.0% | 36,564 | $5.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +57.7% | 35,846 | $5.5M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +1.1% | 34,656 | $5.3M |
| Salomon & Ludwin, LLC | 0.43% | Reduce -2.8% | 34,033 | $5.2M |
| Destiny Wealth Partners, LLC | 0.72% | Reduce -52.1% | 33,022 | $5.1M |
| Pettyjohn, Wood & White, Inc. | 0.74% | Reduce -1.6% | 33,577 | $5.1M |
| Private Wealth Group, LLC | 1.93% | Reduce -35.9% | 32,919 | $5.0M |
| Strategent Financial, LLC | 2.87% | Reduce -2.0% | 32,687 | $5.0M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -63.6% | 31,779 | $4.9M |
| 1834 Investment Advisors Co. | 0.55% | Add +2.6% | 31,911 | $4.9M |
| Firestone Capital Management | 0.90% | Reduce -0.6% | 31,596 | $4.8M |
| BlackRock, Inc. | 0.00% | Reduce -2.0% | 31,407 | $4.8M |
| NorthRock Partners, LLC | 0.07% | Add +5.2% | 31,048 | $4.7M |
| Founders Grove Wealth Partners, LLC | 0.94% | Reduce -2.2% | 31,040 | $4.7M |
| Smithfield Trust Co | 0.19% | Reduce -9.3% | 30,995 | $4.7M |
| LifeSteps Financial, Inc. | 2.19% | Add +0.2% | 30,887 | $4.7M |
| Prospera Financial Services Inc | 0.07% | Add +2.4% | 30,771 | $4.7M |
| Mycio Wealth Partners, LLC | 0.87% | Add +0.5% | 30,635 | $4.7M |
| Freestone Capital Holdings, LLC | 0.12% | Add +21.7% | 30,505 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -11.0% | 29,812 | $4.5M |
| Fell Capital Management | 3.81% | Add +11.7% | 29,718 | $4.5M |
| Johnson & White Wealth Management, LLC | 1.68% | Reduce -2.6% | 29,564 | $4.5M |
| Lewis Asset Management, LLC | 1.56% | Add +1.5% | 29,342 | $4.5M |
| Sagespring Wealth Partners, LLC | 0.07% | Reduce -3.0% | 29,145 | $4.4M |
| Johnson Investment Counsel Inc. | 0.03% | Add +5.0% | 28,933 | $4.4M |
| Whittier Trust Co. | 0.04% | Reduce -12.7% | 28,411 | $4.4M |
| Novem Group | 0.44% | Reduce -0.8% | 28,773 | $4.4M |
| American Trust | 0.34% | Add +6.9% | 28,615 | $4.4M |
| Bravera Wealth | 1.66% | Reduce -0.9% | 28,467 | $4.3M |
| Charles Schwab Trust Co | 0.24% | Reduce -6.9% | 28,048 | $4.3M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -0.8% | 27,963 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -48.6% | 27,894 | $4.2M |
| Simon Quick Advisors, LLC | 0.17% | Add +23.3% | 27,803 | $4.2M |
| Brighton Jones LLC | 0.08% | Add +23.3% | 27,796 | $4.2M |
| PFG Investments, LLC | 0.16% | Add +11.3% | 27,567 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +13.6% | 27,269 | $4.1M |
| HighPoint Advisor Group LLC | 0.15% | Add +1.1% | 27,183 | $4.1M |
| 1832 Asset Management L.P. | 0.01% | Reduce -2.3% | 27,146 | $4.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -3.6% | 26,989 | $4.1M |
| Shum Financial Group, Inc. | 2.47% | Add +2.6% | 26,884 | $4.1M |
| Larson Financial Group LLC | 0.11% | Reduce -0.3% | 26,806 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +1.1% | 26,674 | $4.1M |
| Citigroup Inc. | 0.00% | Add +6.3% | 26,671 | $4.1M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.0% | 26,363 | $4.1M |
| Meridian Financial Advisors, LLC | 1.92% | Add +4.4% | 26,212 | $4.0M |
| Waverly Advisors, LLC | 0.02% | Add +9.3% | 26,208 | $4.0M |
| Black Diamond Financial, LLC | 0.34% | Reduce -9.9% | 25,615 | $3.9M |
| Rothschild Wealth LLC | 0.31% | Add +5.2% | 25,502 | $3.9M |
| Asset Management Group, Inc. | 0.57% | Reduce -1.2% | 25,395 | $3.9M |
| Canandaigua National Bank & Trust Co. | 0.33% | — | 25,338 | $3.9M |
| Blueprint Financial Advisors LLC | 0.43% | No change | 25,272 | $3.8M |
| Blueprint Investment Partners LLC | 0.32% | No change | 25,272 | $3.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +0.9% | 24,734 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -3.5% | 24,723 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -5.7% | 24,724 | $3.8M |
| Financial Planning Hawaii, Inc. | 2.01% | Reduce -1.1% | 24,602 | $3.7M |
| Independence Bank of Kentucky | 0.42% | No change | 24,517 | $3.7M |
| FDx Advisors, Inc. | 1.12% | Reduce -0.1% | 24,505 | $3.7M |
| Treasure Coast Financial Planning | 1.80% | Add +0.5% | 24,235 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +3.9% | 23,740 | $3.6M |
| Sage Capital Management, LLC | 1.41% | Reduce -0.3% | 23,658 | $3.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.07% | Reduce -0.5% | 23,468 | $3.6M |
| Valley Wealth Managers, Inc. | 0.21% | Reduce -7.4% | 23,451 | $3.6M |
| CENTRAL TRUST Co | 0.06% | Reduce 0.0% | 23,427 | $3.6M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -0.7% | 23,175 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.3% | 23,063 | $3.5M |
| Commerce Bank | 0.02% | Reduce -3.6% | 22,778 | $3.5M |
| AA Financial Advisors, LLC | 0.42% | Reduce -0.1% | 22,685 | $3.5M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -1.4% | 22,660 | $3.4M |
| Cibc World Market Inc. | 0.01% | Reduce -73.6% | 22,625 | $3.4M |
| Dumont & Blake Investment Advisors LLC | 0.77% | Reduce -4.9% | 22,570 | $3.4M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.5% | 22,364 | $3.4M |
| Stonebridge Financial Group, LLC | 0.47% | — | 22,236 | $3.4M |
| Legacy Advisors, LLC | 0.31% | Add +2.6% | 22,134 | $3.4M |
| Connecticut Wealth Management, LLC | 0.12% | No change | 22,103 | $3.4M |
| Welch & Forbes LLC | 0.04% | No change | 22,079 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.3% | 21,665 | $3.3M |
| Good Harbor Advisors, Inc. | 3.22% | Add +25.0% | 21,657 | $3.3M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -2.1% | 21,294 | $3.2M |
| Twin Focus Capital Partners, LLC | 0.33% | Reduce -0.7% | 21,205 | $3.2M |
| Principle Wealth Partners LLC | 0.16% | Reduce -0.1% | 20,917 | $3.2M |
| Visionary Wealth Advisors | 0.13% | Add +18.3% | 20,861 | $3.2M |
| Stablepoint Partners, LLC | 0.43% | Reduce -0.3% | 20,633 | $3.1M |
| Narwhal Capital Management | 0.22% | Reduce -1.8% | 20,615 | $3.1M |
| Mgo One Seven LLC | 0.05% | Reduce -13.7% | 20,582 | $3.1M |
| Adkins Seale Capital Management LLC | 2.78% | No change | 20,517 | $3.1M |
| Choreo, LLC | 0.03% | Add +0.0% | 20,214 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -1.2% | 20,195 | $3.1M |
| Natixis Advisors, LLC | 0.00% | Add +29.8% | 19,906 | $3.0M |
| Argent Trust Co | 0.09% | Reduce -0.7% | 19,732 | $3.0M |
| Denver Wealth Management, Inc. | 0.85% | Reduce -6.9% | 19,426 | $3.0M |
| New England Private Wealth Advisors LLC | 0.29% | Add +5.6% | 18,974 | $3.0M |
| Carnegie Investment Counsel | 0.06% | Reduce -1.7% | 19,275 | $2.9M |
| Savvy Advisors, Inc. | 0.06% | Reduce -4.6% | 19,233 | $2.9M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -4.7% | 19,052 | $2.9M |
| PKS Advisory Services, LLC | 0.46% | Reduce -0.5% | 18,875 | $2.9M |
| Montag A & Associates Inc. | 0.12% | No change | 18,777 | $2.9M |
| Kintra Wealth, LLC | 0.15% | Add +6.4% | 18,013 | $2.9M |
| Planning Directions Inc. | 1.32% | Add +4.7% | 18,714 | $2.8M |
| Roble, Belko & Company, Inc | 0.31% | Reduce -0.3% | 18,698 | $2.8M |
| Sugar Maple Asset Management, LLC | 1.83% | Reduce -0.9% | 18,606 | $2.8M |
| Calydon Capital | 0.41% | Add +0.7% | 18,365 | $2.8M |
| Sachetta, LLC | 1.31% | Add +0.2% | 17,771 | $2.7M |
| Harbour Capital Advisors, LLC | 0.49% | No change | 17,365 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.4% | 17,167 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +1.3% | 17,099 | $2.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -1.4% | 17,088 | $2.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +0.5% | 16,966 | $2.6M |
| Flaharty Asset Management, LLC | 3.69% | Reduce -91.6% | 16,573 | $2.6M |
| Southern Michigan Bank & Trust | 0.92% | Reduce -2.1% | 16,921 | $2.6M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Add +8.6% | 16,876 | $2.6M |
| Purkiss Capital Advisors LLC | 0.95% | Reduce -0.5% | 16,447 | $2.5M |
| Summit Financial, LLC | 0.03% | Reduce -1.8% | 16,371 | $2.5M |
| Occidental Asset Management, LLC | 0.25% | No change | 16,227 | $2.5M |
| Belpointe Asset Management LLC | 0.08% | Reduce -6.4% | 16,168 | $2.5M |
| Mitchell McLeod Pugh & Williams Inc. | 0.30% | Add +0.3% | 16,144 | $2.5M |
| truNorth Financial Services, Inc. | 2.19% | Add +4.2% | 16,065 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +12.8% | 15,900 | $2.4M |
| Independent Financial Group, LLC | 0.04% | Add +1.3% | 15,734 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +1.5% | 15,720 | $2.4M |
| Investment Partners, LTD. | 0.74% | No change | 15,509 | $2.4M |
| Retirement Investment Advisors, Inc. | 0.17% | Reduce -1.6% | 15,253 | $2.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.8% | 15,491 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +169.6% | 15,480 | $2.4M |
| Wedmont Private Capital | 0.06% | Add +54.3% | 15,220 | $2.3M |
| Cozad Asset Management Inc. | 0.15% | Add +0.0% | 15,214 | $2.3M |
| Aspiriant, LLC | 0.06% | Add +1.5% | 15,105 | $2.3M |
| Focus Financial Network, Inc. | 0.07% | Add +3.0% | 15,025 | $2.3M |
| Eagle Strategies LLC | 0.23% | Reduce -0.2% | 15,024 | $2.3M |
| PDS Planning, Inc | 0.13% | Reduce -1.6% | 15,003 | $2.3M |
| Peak Asset Management, LLC | 0.33% | Reduce -0.2% | 14,684 | $2.2M |
| Ellenbecker Investment Group | 0.26% | Reduce -2.9% | 14,589 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.3% | 14,569 | $2.2M |
| Transcend Capital Advisors, LLC | 0.15% | No change | 14,500 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +5.9% | 14,299 | $2.2M |
| Cadent Capital Advisors, LLC | 0.45% | Add +7.1% | 14,285 | $2.2M |
| Global Retirement Partners, LLC | 0.03% | — | 14,164 | $2.2M |
| Hillcrest Wealth Advisors - NY, LLC | 0.77% | Reduce -3.8% | 14,100 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -4.9% | 14,015 | $2.1M |
| Spire Wealth Management | 0.06% | Reduce -0.2% | 14,009 | $2.1M |
| Cove Private Wealth, LLC | 0.40% | Add +2.2% | 13,709 | $2.1M |
| McGlone Suttner Wealth Management, Inc. | 0.24% | Reduce -0.3% | 13,480 | $2.1M |
| 1015 Capital Partners, LLC | 1.72% | No change | 13,464 | $2.0M |
| One Wealth Map LLC | 0.95% | Reduce -1.0% | 12,925 | $2.0M |
| Tyche Wealth Partners LLC | 0.29% | Add +23.9% | 13,366 | $2.0M |
| Evergreen Capital Management LLC | 0.04% | Add +0.5% | 13,253 | $2.0M |
| Madison Asset Management, LLC | 0.02% | Add +0.8% | 13,236 | $2.0M |
| Huntington National Bank | 0.01% | Reduce -0.1% | 13,149 | $2.0M |
| Ascent Group, LLC | 0.06% | No change | 13,109 | $2.0M |
| Donaldson Capital Management, LLC | 0.06% | Add +27.3% | 13,038 | $2.0M |
| Tudor Investment Corporation | 0.01% | Add +161.0% | 12,929 | $2.0M |
| Simplicity Wealth,LLC | 0.07% | Add +7.2% | 12,850 | $2.0M |
| Aberdeen Wealth Management LLC | 0.94% | Reduce -11.2% | 12,812 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -0.8% | 12,778 | $1.9M |
| Cooksen Wealth, LLC | 1.22% | Add +2.9% | 12,760 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.8% | 12,608 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.4% | 12,589 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | No change | 12,447 | $1.9M |
| Coston, McIsaac & Partners | 0.38% | Reduce -0.3% | 12,396 | $1.9M |
| Union Savings Bank | 0.76% | No change | 12,364 | $1.9M |
| Pines Wealth Management, LLC | 0.54% | Reduce -15.5% | 12,335 | $1.9M |
| Hollencrest Capital Management | 0.12% | Add +0.0% | 12,268 | $1.9M |
| VestGen Advisors, LLC | 0.05% | Reduce -42.5% | 12,067 | $1.8M |
| TRUE Private Wealth Advisors | 0.16% | Reduce -5.2% | 12,065 | $1.8M |
| Drucker Wealth 3.0, LLC | 0.29% | Reduce -0.5% | 12,056 | $1.8M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -10.3% | 12,014 | $1.8M |
| GreatBanc Trust CO | 1.13% | No change | 11,978 | $1.8M |
| StoneX Group Inc. | 0.07% | Add +63.4% | 12,016 | $1.8M |
| Rebalance, LLC | 0.09% | Add +0.8% | 11,770 | $1.8M |
| ProVise Management Group, LLC | 0.12% | Reduce -15.2% | 11,723 | $1.8M |
| Forbes Financial Planning, Inc. | 0.95% | Reduce -0.4% | 11,692 | $1.8M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.2% | 11,659 | $1.8M |
| Vanguard National Trust Co | 0.10% | No change | 11,646 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -5.9% | 11,581 | $1.8M |
| Bank Ozk | 0.52% | No change | 11,502 | $1.8M |
| White Pine Capital LLC | 0.41% | Add +0.5% | 11,434 | $1.7M |
| Mechanics Bank Trust Department | 0.22% | Reduce -10.4% | 11,429 | $1.7M |
| Daymark Wealth Partners, LLC | 0.04% | Add +0.1% | 11,372 | $1.7M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -15.1% | 11,178 | $1.7M |
| Newman Dignan & Sheerar, Inc. | 0.32% | Reduce -18.3% | 11,095 | $1.7M |
| Bouchey Financial Group, Ltd. | 0.11% | Reduce -8.3% | 11,000 | $1.7M |
| Aspect Partners, LLC | 0.62% | Reduce -0.3% | 10,997 | $1.7M |
| IFG Advisory, LLC | 0.06% | New | 10,988 | $1.7M |
| Haverford Trust Co | 0.01% | Reduce -12.0% | 10,975 | $1.7M |
| Hardworking Capital Advisors, LLC | 1.36% | Reduce -1.2% | 10,928 | $1.7M |
| Waldron Private Wealth LLC | 0.06% | No change | 10,842 | $1.6M |
| Almanack Investment Partners, LLC. | 0.21% | New | 10,789 | $1.6M |
| Florida Trust Wealth Management Co | 0.04% | Reduce -0.9% | 10,736 | $1.6M |
| Tufton Capital Management | 0.27% | Reduce -5.8% | 10,716 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Add +0.0% | 10,695 | $1.6M |
| Councilor Wealth, LLC | 0.66% | Add +0.1% | 10,663 | $1.6M |
| Investors Research Corp | 0.29% | Reduce -5.6% | 10,656 | $1.6M |
| Ancora Advisors LLC | 0.03% | Add +0.1% | 10,622 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -3.5% | 10,586 | $1.6M |
| Integrity Alliance, Llc. | 0.05% | Add +3.4% | 10,529 | $1.6M |
| Capstone Wealth Management Group, LLC | 0.56% | Add +0.3% | 10,505 | $1.6M |
| Verdence Capital Advisors LLC | 0.08% | Add +8.5% | 10,493 | $1.6M |
| Trust Co. of Vermont | 0.06% | — | 10,449 | $1.6M |
| Collaborative Capital Advisors LLC | 1.00% | — | 10,421 | $1.6M |
| Avantax Planning Partners, Inc. | 0.04% | Add +2.8% | 10,391 | $1.6M |
| Principal Securities, Inc. | 0.02% | Reduce -14.9% | 10,307 | $1.6M |
| Summit Trail Advisors, LLC | 0.02% | Add +11.6% | 10,217 | $1.6M |
| Bar Harbor Wealth Management | 0.08% | Reduce -0.1% | 10,045 | $1.5M |
| McNaughton Wealth Management, LLC | 0.54% | Reduce -1.1% | 10,042 | $1.5M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -3.8% | 9,888 | $1.5M |
| SVB Wealth LLC | 0.09% | Reduce -1.7% | 9,843 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -29.8% | 9,833 | $1.5M |
| Winebrenner Capital Management LLC | 0.90% | Add +0.5% | 9,710 | $1.5M |
| Flputnam Investment Management Co. | 0.02% | Add +1.2% | 9,700 | $1.5M |
| Butensky & Cohen Financial Security, Inc. | 0.36% | Add +1.8% | 9,686 | $1.5M |
| Parcion Private Wealth LLC | 0.08% | Reduce -30.9% | 9,660 | $1.5M |
| Sovran Advisors, LLC | 0.11% | Reduce -0.4% | 9,157 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -3.5% | 9,536 | $1.5M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -5.0% | 9,528 | $1.4M |
| Churchill Financial Advisors, LLC | 0.28% | Reduce -4.3% | 9,523 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Reduce -2.3% | 9,474 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.3% | 9,484 | $1.4M |
| Dakota Wealth Management | 0.03% | No change | 9,476 | $1.4M |
| Hourglass Capital, LLC | 0.28% | Add +0.2% | 9,455 | $1.4M |
| Performa Ltd (US), LLC | 0.23% | New | 9,455 | $1.4M |
| Golden State Wealth Management, LLC | 0.13% | Add +10.4% | 9,424 | $1.4M |
| Axis Wealth Partners, LLC | 0.69% | Reduce -3.5% | 9,402 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +5.9% | 9,361 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -3.2% | 9,211 | $1.4M |
| SlateStone Wealth, LLC | 0.11% | Add +0.5% | 9,197 | $1.4M |
| Ledyard National Bank | 0.11% | Reduce -9.3% | 9,196 | $1.4M |
| Capital Advisors Inc. | 0.02% | No change | 9,188 | $1.4M |
| Lodestar Private Asset Management LLC | 0.12% | Reduce -0.7% | 9,184 | $1.4M |
| Palisade Asset Management, LLC | 0.13% | Reduce -2.5% | 9,178 | $1.4M |
| Destiny Capital Corp | 0.65% | Reduce -1.4% | 9,168 | $1.4M |
| Warner Financial, Inc. | 0.41% | No change | 9,156 | $1.4M |
| Stonebridge Financial Planning Group, LLC | 0.44% | Reduce -2.7% | 9,073 | $1.4M |
| Sage Mountain Advisors LLC | 0.08% | No change | 8,985 | $1.4M |
| MPS Loria Financial Planners, LLC | 0.31% | Add +0.4% | 8,981 | $1.4M |
| Canal Capital Management, LLC | 0.16% | Add +0.7% | 8,857 | $1.3M |
| Pacific Sun Financial Corp | 0.56% | Reduce -1.7% | 8,843 | $1.3M |
| High Net Worth Advisory Group LLC | 0.28% | Add +0.1% | 8,784 | $1.3M |
| Zhang Financial LLC | 0.04% | Add +0.2% | 8,763 | $1.3M |
| Coastline Trust Co | 0.12% | Reduce -1.3% | 8,748 | $1.3M |
| Lansing Street Advisors | 0.28% | Add +0.2% | 8,739 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 8,719 | $1.3M |
| Fort Point Capital Partners LLC | 0.14% | No change | 8,702 | $1.3M |
| Rathbones Group PLC | 0.00% | No change | 8,675 | $1.3M |
| Weaver Consulting Group | 0.27% | Reduce -0.4% | 8,657 | $1.3M |
| Atalanta Sosnoff Capital, LLC | 0.02% | Reduce -11.9% | 8,654 | $1.3M |
| VeraBank, N.A. | 0.22% | Reduce -12.7% | 8,642 | $1.3M |
| Legend Capital Advisors LLC | 0.71% | Reduce -14.6% | 8,634 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.1% | 8,576 | $1.3M |
| Westmount Partners, LLC | 0.29% | Reduce -1.3% | 8,526 | $1.3M |
| Jeppson Wealth Management, LLC | 0.38% | Reduce -11.8% | 8,475 | $1.3M |
| Freedom Financial Partners LLC | 0.42% | Add +2.5% | 8,461 | $1.3M |
| Seven Springs Wealth Group, LLC | 0.28% | Add +2.4% | 8,392 | $1.3M |
| Howard Wealth Management, LLC | 0.47% | Reduce -2.5% | 8,347 | $1.3M |
| Fifth Third Securities, Inc. | 0.07% | Add +4.4% | 8,331 | $1.3M |
| Diversified Trust Co. | 0.02% | Add +10.3% | 8,321 | $1.3M |
| NBH Bank | 0.53% | — | 8,246 | $1.3M |
| Blue Fin Capital, Inc. | 0.18% | Reduce -4.4% | 8,199 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +3.8% | 8,112 | $1.2M |
| Harbour Trust & Investment Management Co | 0.12% | Reduce -0.7% | 8,065 | $1.2M |
| Richwood Investment Advisors, LLC | 0.86% | Reduce -3.4% | 8,048 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.25% | Add +1.2% | 8,026 | $1.2M |
| Thomasville National Bank | 0.07% | — | 7,855 | $1.2M |
| Seamount Financial Group Inc. | 0.48% | Add +0.6% | 7,845 | $1.2M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -1.2% | 7,840 | $1.2M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.7% | 7,813 | $1.2M |
| Level Four Advisory Services, LLC | 0.03% | Add +3.8% | 7,772 | $1.2M |
| AlTi Global, Inc. | 0.02% | Reduce -3.0% | 7,764 | $1.2M |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.2% | 7,761 | $1.2M |
| Mathes Company, Inc. | 0.37% | No change | 7,740 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +25.1% | 7,726 | $1.2M |
| American State Bank (Iowa) | 0.47% | No change | 7,690 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +2.6% | 7,644 | $1.2M |
| Financial Management Network Inc. | 0.17% | Reduce -0.3% | 7,449 | $1.2M |
| Calamos Wealth Management LLC | 0.04% | Add +4.5% | 7,575 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.4% | 7,538 | $1.1M |
| Vawter Financial, Ltd. | 0.43% | No change | 7,500 | $1.1M |
| Roger Wittlin Investment Advisory, LLC | 0.89% | Reduce -2.9% | 7,403 | $1.1M |
| Capital Analysts, LLC | 0.03% | Reduce -0.3% | 7,392 | $1.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +4136.8% | 7,372 | $1.1M |
| Reality Financial Planning Services, LLC | 1.07% | No change | 7,310 | $1.1M |
| Pps&v Asset Management Consultants, Inc. | 0.60% | No change | 7,299 | $1.1M |
| Agate Pass Investment Management, LLC | 0.41% | Reduce -8.6% | 7,293 | $1.1M |
| BCS Private Wealth Management, Inc. | 0.33% | No change | 7,290 | $1.1M |
| BIP Wealth, LLC | 0.03% | Reduce -2.9% | 7,189 | $1.1M |
| Flagstar Securities, Inc. | 0.33% | Add +1.6% | 7,081 | $1.1M |
| Curbstone Financial Management Corp | 0.18% | Reduce -1.4% | 7,050 | $1.1M |
| Compass Ion Advisors, LLC | 0.09% | Reduce -5.7% | 7,035 | $1.1M |
| Forza Wealth Management, LLC | 0.33% | No change | 7,000 | $1.1M |
| AMG National Trust Bank | 0.02% | Reduce -1.4% | 6,970 | $1.1M |
| Virtu Financial LLC | 0.03% | New | 6,963 | $1.1M |
| MidFirst Bank | 0.07% | Reduce -1.1% | 6,904 | $1.1M |
| Wealth Care LLC | 0.85% | Add +0.5% | 6,892 | $1.0M |
| RFG Advisory, LLC | 0.02% | Add +48.6% | 6,875 | $1.0M |
| RMR Wealth Builders | 0.06% | Add +0.6% | 6,871 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.60% | No change | 6,850 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -0.5% | 6,831 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.06% | Reduce -1.9% | 6,799 | $1.0M |
| Retirement Planning Group, LLC | 0.03% | Reduce -6.4% | 6,752 | $1.0M |
| Laurel Oak Wealth Management, LLC | 0.15% | Reduce -7.1% | 6,747 | $1.0M |
| Forum Financial Management, LP | 0.01% | Add +0.2% | 6,736 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -5.3% | 6,734 | $1.0M |
| Norden Group LLC | 0.08% | No change | 6,675 | $1.0M |
| Addison Capital Co | 0.17% | Reduce -1.5% | 6,671 | $1.0M |
| Madrid Wealth Management, LLC | 0.67% | No change | 6,663 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.2% | 6,592 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +0.0% | 6,556 | $998K |
| Greenhouse Wealth Management, LLC | 0.70% | Add +0.3% | 6,528 | $996K |
| Kentucky Trust Co | 0.48% | Reduce -2.6% | 6,500 | $989K |
| STAR Financial Bank | 0.40% | Reduce -0.8% | 6,487 | $987K |
| Astoria Portfolio Advisors LLC. | 0.17% | No change | 6,460 | $983K |
| Signaturefd, LLC | 0.01% | Add +6.8% | 6,455 | $982K |
| Indivisible Partners | 0.06% | Add +3.0% | 6,397 | $973K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.7% | 6,382 | $971K |
| Mather Group, Llc. | 0.01% | Reduce -8.8% | 6,373 | $970K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 6,369 | $969K |
| Ritholtz Wealth Management | 0.01% | Add +13.0% | 6,252 | $951K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +0.1% | 6,206 | $944K |
| HMV Wealth Advisors, LLC | 0.37% | New | 6,194 | $943K |
| GEN Financial Management, INC. | 0.57% | No change | 6,163 | $938K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.0% | 6,150 | $936K |
| Mission Creek Capital Partners, Inc. | 0.16% | Reduce -2.4% | 6,114 | $930K |
| Renaissance Technologies | 0.00% | Reduce -4.7% | 6,100 | $928K |
| Semitam Bonam LLC | 0.68% | No change | 6,090 | $927K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 6,070 | $924K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -2.9% | 6,064 | $923K |
| Investment Management Trust, LLC | 0.83% | Reduce -4.7% | 6,061 | $922K |
| First Commonwealth Financial Corp | 0.13% | No change | 6,042 | $919K |
| Keybank National Association | 0.00% | Reduce -16.1% | 6,017 | $916K |
| Glassman Wealth Services | 0.11% | No change | 6,003 | $913K |
| Hazlett, Burt & Watson, Inc. | 0.24% | Reduce -1.1% | 5,984 | $910K |
| First National Bank of Omaha | 0.03% | No change | 5,956 | $910K |
| JFS Wealth Advisors, LLC | 0.05% | Add +0.5% | 5,978 | $910K |
| Intrua Financial, LLC | 0.09% | Add +0.1% | 5,975 | $909K |
| Glen Eagle Advisors, LLC | 0.11% | Add +10.8% | 5,973 | $909K |
| Serenity Investment Advisors | 0.39% | Reduce -2.1% | 5,738 | $907K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +0.3% | 5,953 | $906K |
| Vise Technologies, Inc. | 0.01% | Add +41.6% | 5,914 | $900K |
| SC&H Financial Advisors, Inc. | 0.12% | Add +0.0% | 5,901 | $898K |
| Altus Wealth Group LLC | 0.32% | Reduce -0.6% | 5,901 | $898K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.0% | 5,837 | $888K |
| Evelyn Partners Group Ltd | 0.02% | — | 5,816 | $887K |
| Garrison Point Advisors, LLC | 0.36% | Add +4.6% | 5,813 | $885K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 5,810 | $884K |
| Waterloo Capital, L.P. | 0.05% | New | 5,753 | $875K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.5% | 5,744 | $874K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.4% | 5,729 | $872K |
| Nwam LLC | 0.04% | Add +1.0% | 5,724 | $871K |
| Wedbush Securities Inc. | 0.02% | Add +2.7% | 5,722 | $871K |
| MWA Asset Management | 0.39% | Add +2.0% | 5,695 | $867K |
| Peoples Bank | 0.44% | Reduce -1.1% | 5,677 | $864K |
| Conservest Capital Advisors, Inc. | 0.07% | Reduce -1.2% | 5,562 | $846K |
| Trust Co. of Toledo NA | 0.07% | No change | 5,558 | $846K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.6% | 5,487 | $835K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -1.6% | 5,480 | $834K |
| Hilltop Holdings Inc. | 0.07% | Reduce -0.1% | 5,462 | $831K |
| Capstone Wealth Management Group, Inc. | 0.49% | — | 5,388 | $820K |
| Saxon Interests, Inc. | 0.23% | Reduce -0.8% | 5,383 | $819K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.28% | — | 5,351 | $814K |
| United Bank | 0.25% | Reduce -0.5% | 5,335 | $812K |
| Dickmeyer Boyce Financial Management, Inc. | 0.42% | Reduce -3.0% | 5,330 | $811K |
| Ehrlich Financial Group | 0.41% | Reduce -2.4% | 5,290 | $805K |
| MKT Advisors LLC | 0.25% | Reduce -2.6% | 5,156 | $802K |
| Bessemer Group Inc. | 0.00% | Reduce -19.6% | 5,268 | $802K |
| Cascade Financial Partners, LLC | 0.07% | Reduce -2.9% | 5,239 | $797K |
| Atticus Wealth Management, LLC | 0.19% | No change | 5,185 | $789K |
| Agf Management Ltd. | 0.00% | Reduce -14.3% | 5,168 | $786K |
| SevenBridge Financial Group, LLC | 0.12% | Reduce -1.5% | 4,979 | $786K |
| Old National Bancorp | 0.02% | Reduce -4.6% | 5,156 | $785K |
| XTX Topco Ltd | 0.01% | Reduce -23.9% | 5,111 | $778K |
| Noesis Capital Mangement Corp. | 0.09% | No change | 5,093 | $775K |
| Cambridge Capital Management, LLC | 0.29% | Add +0.6% | 5,067 | $771K |
| North Star Investment Management Corp. | 0.04% | No change | 5,063 | $770K |
| Three Bearings Fiduciary Advisors, Inc. | 0.69% | Reduce -2.7% | 5,060 | $770K |
| Decision Investments, Inc. | 0.70% | Reduce -3.8% | 5,047 | $768K |
| Taylor Financial Group, Inc. | 0.42% | Reduce -6.9% | 5,033 | $766K |
| Moors & Cabot, Inc. | 0.03% | Reduce -8.8% | 4,995 | $760K |
| Sandy Cove Advisors, LLC | 0.19% | Reduce -3.8% | 4,994 | $760K |
| BOK Financial Private Wealth, Inc. | 0.04% | Reduce -16.3% | 4,987 | $759K |
| Cambridge Advisors Inc. | 0.13% | No change | 4,966 | $756K |
| Intellus Advisors LLC | 0.09% | No change | 4,953 | $754K |
| OneAscent Financial Services LLC | 0.04% | Reduce -2.1% | 4,942 | $752K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | No change | 4,932 | $751K |
| One Day In July LLC | 0.05% | Reduce -2.9% | 4,932 | $751K |
| AE Wealth Management LLC | 0.00% | Add +1.8% | 4,922 | $749K |
| Kaydan Wealth Management, Inc. | 0.23% | Reduce -2.0% | 4,904 | $746K |
| Accredited Investors Inc. | 0.03% | Reduce -0.9% | 4,900 | $746K |
| Ferguson Johnson Wealth Management Inc | 0.54% | No change | 4,887 | $743K |
| Centaurus Financial, Inc. | 0.03% | Add +23.2% | 4,880 | $743K |
| One Capital Management, LLC | 0.02% | No change | 5,086 | $742K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -1.0% | 4,805 | $735K |
| Stock Yards Bank & Trust Co. | 0.02% | Reduce -3.3% | 4,830 | $735K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 4,800 | $730K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | No change | 4,797 | $730K |
| Hengehold Capital Management LLC | 0.06% | Add +12.6% | 4,777 | $727K |
| Navis Wealth Advisors, LLC | 0.28% | Reduce -19.2% | 4,769 | $726K |
| Rossmore Private Capital | 0.06% | No change | 4,745 | $722K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.7% | 4,725 | $719K |
| Smith, Moore & Co. | 0.05% | Add +0.1% | 4,719 | $718K |
| Joel Adams & Associates, Inc. | 0.46% | Add +6.5% | 4,706 | $716K |
| Burns J W & Co. Inc. | 0.07% | Reduce -1.1% | 4,698 | $715K |
| Triangle Securities Wealth Management | 0.14% | Add +0.0% | 4,690 | $714K |
| Baker Tilly Wealth Management, LLC | 0.15% | Add +0.0% | 4,683 | $713K |
| Sentinel Pension Advisors, LLC | 0.09% | Add +1.1% | 4,597 | $712K |
| Blue Trust, Inc. | 0.01% | Reduce -1.3% | 4,666 | $710K |
| Coppell Advisory Solutions LLC | 0.06% | New | 737 | $708K |
| LexAurum Advisors, LLC | 0.08% | Reduce -0.1% | 4,650 | $708K |
| Appleton Partners Inc. | 0.04% | Reduce -1.6% | 4,640 | $706K |
| Sageworth Trust Co | 0.03% | No change | 4,637 | $706K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 4,637 | $706K |
| Parsons Capital Management Inc. | 0.03% | Add +151.5% | 4,590 | $699K |
| Keating Financial Advisory Services, Inc. | 0.09% | Reduce -2.2% | 4,586 | $698K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.9% | 4,537 | $694K |
| Strategic Blueprint, LLC | 0.03% | Add +0.3% | 4,543 | $691K |
| Money Concepts Capital Corp. | 0.03% | Add +3.3% | 4,536 | $690K |
| 71 West Capital Partners | 0.02% | No change | 4,536 | $690K |
| Everhart Financial Group, Inc. | 0.04% | Reduce -1.2% | 4,533 | $690K |
| Blackhawk Capital Partners, LLC | 0.22% | New | 4,507 | $686K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +0.1% | 4,490 | $683K |
| WealthBridge Capital Management, LLC | 0.14% | Add +2.2% | 4,482 | $682K |
| Maridea Wealth Management LLC | 0.07% | Add +60.6% | 4,460 | $679K |
| SRH Advisors, LLC | 0.17% | No change | 4,460 | $679K |
| PGIM Custom Harvest LLC | 0.01% | New | 4,446 | $677K |
| Berkeley, Inc | 0.21% | Add +0.1% | 4,436 | $675K |
| Compound Planning, Inc. | 0.02% | Add +1.7% | 4,432 | $674K |
| Wealth Advisory Solutions, LLC | 0.14% | Add +11.2% | 4,399 | $669K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -4.8% | 4,383 | $667K |
| Buck Wealth Strategies, LLC | 0.07% | Reduce -0.9% | 4,382 | $667K |
| Clark Capital Management Group, Inc. | 0.00% | Add +18.9% | 4,374 | $666K |
| Private Wealth Advisors, LLC | 0.20% | Reduce -2.0% | 4,352 | $662K |
| Uhlmann Price Securities, LLC | 0.02% | Add +0.3% | 4,301 | $655K |
| Investment Advisory Group, LLC | 0.14% | Reduce -3.9% | 4,286 | $652K |
| Kwmg, LLC | 0.05% | Reduce -4.5% | 4,284 | $652K |
| Certified Advisory Corp | 0.05% | Reduce -1.6% | 4,279 | $651K |
| Caprock Group, LLC | 0.01% | Reduce -47.0% | 4,261 | $648K |
| Interchange Capital Partners, LLC | 0.12% | Reduce -23.3% | 4,238 | $645K |
| Alexander Labrunerie & Co., Inc. | 0.23% | Reduce -6.0% | 4,225 | $643K |
| Phillips Financial Management, LLC | 0.05% | No change | 4,220 | $642K |
| Sutton Place Investors LLC | 0.31% | No change | 4,217 | $642K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -1.7% | 4,213 | $641K |
| Beacon Bridge Wealth Partners, LLC | 0.18% | No change | 4,207 | $640K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 4,207 | $640K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +11.5% | 4,206 | $640K |
| Sacks & Associates, LLC | 0.43% | No change | 4,129 | $640K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.2% | 4,042 | $635K |
| Disciplined Investments, LLC | 0.20% | Reduce -10.7% | 4,154 | $632K |
| Wood Tarver Financial Group, LLC | 0.15% | Reduce -0.2% | 4,124 | $627K |
| Klingenstein Fields & Co. LP | 0.02% | No change | 4,115 | $626K |
| Csenge Advisory Group | 0.03% | Add +4.4% | 4,105 | $625K |
| Flow Traders U.S. LLC | 0.03% | New | 4,084 | $622K |
| Patron Partners, LLC | 0.24% | Add +6.6% | 4,057 | $617K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -0.1% | 4,024 | $616K |
| Key Financial Inc | 0.10% | No change | 4,029 | $613K |
| Harbor Asset Planning, Inc. | 0.46% | Add +0.7% | 4,019 | $612K |
| ZWJ Investment Counsel Inc. | 0.02% | No change | 4,014 | $611K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -0.3% | 4,009 | $610K |
| Holistic Financial Partners | 0.37% | Reduce -2.5% | 4,006 | $610K |
| Ashford Advisors, LLC | 0.13% | No change | 4,000 | $609K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -23.3% | 3,988 | $607K |
| Ticino Wealth | 0.19% | Reduce -4.6% | 3,986 | $607K |
| Westco Advisory Services Inc. | 0.36% | Reduce -1.4% | 3,957 | $602K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -3.4% | 3,953 | $602K |
| Paragon Financial Partners, Inc. | 0.32% | Add +0.3% | 3,872 | $600K |
| Central Valley Advisors, LLC | 0.15% | Reduce -3.0% | 3,939 | $600K |
| Martin Capital Partners, LLC | 0.22% | Reduce -6.2% | 3,937 | $599K |
| Alpha Capital Advisors Inc. | 0.51% | No change | 3,921 | $597K |
| DDD Partners, LLC | 0.04% | Reduce -0.6% | 3,916 | $596K |
| MCF Advisors LLC | 0.02% | No change | 3,880 | $591K |
| Missouri Trust & Investment Co | 0.16% | Reduce -2.6% | 3,800 | $589K |
| HUB Investment Partners, LLC | 0.01% | Add +11.2% | 3,847 | $585K |
| FAS Wealth Partners, Inc. | 0.03% | Add +0.3% | 3,834 | $583K |
| Private Trust Co. NA | 0.05% | Reduce -1.0% | 3,834 | $583K |
| Childress Capital Advisors, LLC | 0.10% | Reduce -15.1% | 3,811 | $580K |
| Kapstone Financial Advisors LLC | 0.24% | No change | 3,806 | $579K |
| New Hampshire Trust | 0.11% | Add +0.5% | 3,793 | $577K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.4% | 3,788 | $577K |
| Indiana Trust & Investment Management Co | 0.16% | Add +9.1% | 3,786 | $576K |
| Matrix Asset Advisors Inc. | 0.05% | Add +0.1% | 3,785 | $576K |
| Modera Wealth Management, LLC | 0.01% | No change | 3,762 | $572K |
| TruNorth Capital Management, LLC | 0.09% | No change | 3,759 | $572K |
| LRI Investments, LLC | 0.05% | No change | 3,743 | $570K |
| Assetmark, Inc. | 0.00% | Add +23.9% | 3,738 | $569K |
| Beacon Bank & Trust | 0.11% | Reduce -19.9% | 3,736 | $569K |
| M3 Advisory Group, LLC | 0.29% | Add +1.0% | 3,733 | $568K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -1.7% | 3,721 | $566K |
| Mosaic Family Wealth Partners, LLC | 0.04% | New | 3,718 | $566K |
| LS Investment Advisors, LLC | 0.08% | No change | 3,705 | $564K |
| West Paces Advisors Inc. | 0.09% | No change | 3,702 | $563K |
| Rodgers & Associates, LTD | 0.05% | No change | 3,700 | $563K |
| Ullmann Wealth Partners Group, LLC | 0.05% | No change | 3,687 | $561K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.5% | 3,671 | $559K |
| Dara Capital Us, Inc. | 0.38% | No change | 3,660 | $557K |
| Key Client Fiduciary Advisors, LLC | 0.16% | Add +2.4% | 3,621 | $551K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +0.1% | 3,604 | $549K |
| Fulton Bank, N.A. | 0.02% | Reduce -11.1% | 3,589 | $546K |
| Stonebridge Financial Group, LLC | 0.04% | Add +22.1% | 3,560 | $542K |
| Genesis Private Wealth, LLC | 0.15% | Reduce -3.5% | 3,540 | $539K |
| Ascentis Wealth Management, LLC | 0.09% | Reduce -2.3% | 3,498 | $534K |
| LJI Wealth Management, LLC | 0.07% | Add +30.3% | 3,500 | $533K |
| Garner Asset Management Corp | 0.17% | New | 3,491 | $531K |
| Emprise Bank | 0.19% | No change | 3,474 | $529K |
| Apella Capital, LLC | 0.01% | Reduce -7.1% | 3,396 | $528K |
| Realta Investment Advisors | 0.16% | Add +28.4% | 3,442 | $524K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -6.8% | 3,435 | $523K |
| Selective Wealth Management, Inc. | 0.14% | Reduce -1.1% | 3,369 | $522K |
| Arkos Global Advisors | 0.06% | Add +0.3% | 3,409 | $519K |
| Tsfg, LLC | 0.07% | Reduce -2.8% | 3,404 | $518K |
| Magnus Financial Group LLC | 0.04% | Reduce -1.5% | 3,395 | $517K |
| Capital Asset Advisory Services LLC | 0.02% | Add +0.4% | 3,376 | $514K |
| EFG International AG | 0.01% | New | 3,372 | $513K |
| Truepoint, Inc. | 0.01% | Reduce -6.9% | 3,367 | $512K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -19.3% | 3,352 | $510K |
| Crewe Advisors LLC | 0.04% | No change | 3,347 | $509K |
| Global Financial Private Client, LLC | 0.14% | No change | 3,344 | $509K |
| Smartleaf Asset Management LLC | 0.02% | No change | 3,328 | $508K |
| Fiduciary Trust Co | 0.01% | No change | 3,341 | $508K |
| Serenus Wealth Advisors, LLC | 0.09% | Add +0.1% | 3,326 | $506K |
| Creekside Partners | 0.18% | Add +6.0% | 3,313 | $504K |
| Matrix Private Capital Group LLC | 0.22% | No change | 3,311 | $504K |
| SkyOak Wealth, LLC | 0.08% | No change | 3,308 | $503K |
| First National Trust Co | 0.02% | Reduce -0.1% | 3,297 | $502K |
| Sawgrass Asset Management LLC | 0.07% | No change | 3,286 | $500K |
| BSW Wealth Partners | 0.06% | Add +0.1% | 3,277 | $499K |
| Confluence Wealth Services, Inc. | 0.01% | New | 3,274 | $498K |
| M1 Capital Management LLC | 0.18% | Add +0.2% | 3,269 | $498K |
| Quadcap Wealth Management, LLC | 0.05% | No change | 3,259 | $496K |
| Values Added Financial LLC | 0.18% | No change | 3,252 | $495K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.0% | 3,252 | $495K |
| Krilogy Financial LLC | 0.01% | Reduce -1.1% | 3,217 | $490K |
| Private Management Group Inc. | 0.01% | No change | 3,203 | $487K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -1.6% | 3,195 | $486K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -1.6% | 3,180 | $484K |
| Lakewood Asset Management LLC | 0.26% | No change | 3,156 | $480K |
| Fortitude Family Office, LLC | 0.09% | No change | 3,155 | $480K |
| Greenwich Wealth Management LLC | 0.02% | Add +13.5% | 3,151 | $480K |
| Madison Wealth Partners, Inc | 0.06% | Add +0.3% | 3,143 | $478K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -53.2% | 3,131 | $476K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.3% | 3,114 | $474K |
| Sound Income Strategies, LLC | 0.02% | Add +27.9% | 3,113 | $474K |
| AdvisorNet Financial, Inc | 0.02% | Add +10.3% | 3,109 | $473K |
| Mayport, LLC | 0.07% | Add +0.2% | 3,106 | $473K |
| Midwest Financial Group LLC | 0.17% | Add +0.7% | 3,100 | $472K |
| Smith & Howard Wealth Management, LLC | 0.10% | Reduce -2.2% | 3,073 | $468K |
| PW Nova Financial Services LLC | 0.10% | Reduce -1.1% | 3,073 | $468K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.1% | 3,063 | $466K |
| Fiduciary Family Office, LLC | 0.12% | Reduce -2.9% | 3,061 | $466K |
| YHB Investment Advisors, Inc. | 0.03% | Reduce -7.2% | 3,049 | $464K |
| Mascagni Wealth Management, Inc. | 0.29% | No change | 3,042 | $463K |
| Payne Capital Management, LLC | 0.12% | Reduce -3.1% | 3,039 | $462K |
| DHJJ Financial Advisors, Ltd. | 0.13% | Add +0.2% | 3,037 | $462K |
| Goldstein Advisors, LLC | 0.04% | Add +19.7% | 3,034 | $462K |
| Archer Investment Corp | 0.09% | Add +1.0% | 3,031 | $461K |
| LMG Wealth Partners, LLC | 0.07% | New | 3,018 | $459K |
| WESCAP Management Group, Inc. | 0.09% | No change | 3,013 | $459K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -6.3% | 2,996 | $456K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -1.6% | 2,995 | $456K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -5.5% | 2,984 | $454K |
| Andrews Advisory Associates, LLC | 0.22% | Add +0.1% | 2,980 | $453K |
| Clarity Wealth Advisors, LLC | 0.08% | Reduce -3.9% | 2,976 | $453K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -3.1% | 2,967 | $451K |
| Financially Speaking Inc | 2.18% | No change | 3,082 | $450K |
| Principal Financial Group Inc. | 0.00% | No change | 2,936 | $447K |
| Legacy Trust | 0.08% | No change | 2,928 | $446K |
| Arthur M. Cohen & Associates, LLC | 0.07% | Add +1.0% | 2,923 | $445K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 2,910 | $443K |
| Headinvest, LLC | 0.08% | No change | 2,905 | $442K |
| Kinetic Wealth Investment Advisors LLC | 0.21% | — | 2,902 | $442K |
| Independent Advisor Alliance | 0.01% | Reduce -80.0% | 2,886 | $439K |
| Acropolis Investment Management, LLC | 0.02% | No change | 2,885 | $439K |
| River Wealth Advisors LLC | 0.05% | No change | 2,874 | $437K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.1% | 2,859 | $435K |
| Clear Trail Advisors, LLC | 0.07% | Reduce -2.2% | 2,859 | $435K |
| Hardin Capital Partners, LLC | 0.20% | Add +0.0% | 2,846 | $434K |
| O'ROURKE & COMPANY, Inc | 0.15% | Add +0.1% | 2,845 | $433K |
| Compass Financial Management LLC | 0.05% | — | 2,767 | $433K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -7.3% | 2,795 | $432K |
| King Wealth Management Group | 0.05% | No change | 2,836 | $432K |
| Roundview Capital LLC | 0.02% | Reduce -5.0% | 2,837 | $432K |
| Obermeyer Wealth Partners | 0.02% | No change | 2,830 | $431K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -0.8% | 2,825 | $430K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Add +0.4% | 2,814 | $428K |
| Lynx Investment Advisory | 0.14% | No change | 2,780 | $423K |
| Fourth Dimension Wealth, LLC | 0.13% | No change | 2,772 | $422K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 2,759 | $420K |
| Gen-Wealth Partners Inc | 0.12% | No change | 2,757 | $420K |
| Beacon Investment Advisory Services, Inc. | 0.02% | Reduce -4.2% | 2,743 | $417K |
| Revisor Wealth Management LLC | 0.10% | No change | 2,740 | $417K |
| Ridgecrest Wealth Partners, LLC | 0.20% | No change | 2,724 | $415K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,720 | $414K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.6% | 2,718 | $414K |
| Albion Financial Group | 0.02% | Reduce -1.3% | 2,708 | $412K |
| Princeton Global Asset Management LLC | 0.06% | Reduce -20.2% | 2,703 | $411K |
| Provident Wealth Management, LLC | 0.11% | Add +0.4% | 2,699 | $411K |
| GHP Investment Advisors, Inc. | 0.02% | No change | 2,692 | $410K |
| S.E.E.D. Planning Group LLC | 0.11% | No change | 2,687 | $409K |
| Harbor Group, Inc. | 0.05% | Add +49.0% | 2,684 | $409K |
| Pictet North America Advisors SA | 0.04% | No change | 2,682 | $408K |
| Approach Retirement Advisors, LLC | 0.30% | No change | 2,680 | $408K |
| Iron Gate Global Advisors LLC | 0.04% | No change | 2,678 | $408K |
| LBMC Investment Advisors, LLC | 0.02% | Add +0.1% | 2,664 | $405K |
| GAMMA Investing LLC | 0.02% | No change | 2,660 | $405K |
| NTV Asset Management LLC | 0.04% | No change | 2,659 | $405K |
| Delta Capital Management LLC | 0.19% | No change | 2,650 | $403K |
| QRG Capital Management, Inc. | 0.00% | Add +8.3% | 2,646 | $403K |
| Berger Financial Group, Inc | 0.02% | Add +0.5% | 2,640 | $402K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 2,640 | $402K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -3.6% | 2,635 | $401K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +8.3% | 2,635 | $401K |
| Round Rock Advisors LLC | 0.05% | Reduce -7.2% | 2,607 | $397K |
| Aire Advisors, LLC | 0.06% | No change | 2,600 | $396K |
| Tennessee Valley Asset Management Partners | 0.04% | No change | 2,591 | $394K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,590 | $394K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.3% | 2,584 | $393K |
| Philadelphia Trust Co. | 0.03% | No change | 2,580 | $393K |
| BXM Wealth LLC | 0.21% | No change | 2,570 | $391K |
| Resolute Wealth Strategies, LLC | 0.15% | Add +0.3% | 2,550 | $388K |
| Crusonia Wealth Advisors LLC | 0.06% | No change | 2,536 | $386K |
| City Holding Co. | 0.04% | Add +34.8% | 2,536 | $386K |
| Reynders McVeigh Capital Management, LLC | 0.02% | Add +24.8% | 2,529 | $385K |
| Keel Point, LLC | 0.02% | Add +0.2% | 2,519 | $383K |
| West Michigan Advisors, LLC | 0.07% | Add +1.9% | 2,513 | $382K |
| Webster Bank, N. A. | 0.03% | Add +43.1% | 2,505 | $381K |
| Cross Staff Investments Inc | 0.21% | No change | 2,496 | $380K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -0.4% | 2,496 | $380K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 2,600 | $379K |
| Veridan Wealth LLC | 0.13% | Reduce -9.6% | 2,483 | $378K |
| Beck Mack & Oliver LLC | 0.01% | No change | 2,483 | $378K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -1.8% | 2,482 | $378K |
| RiverFront Investment Group, LLC | 0.01% | No change | 2,478 | $377K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | Reduce -1.4% | 2,474 | $376K |
| Hoffman, Alan N Investment Management | 0.22% | No change | 2,471 | $376K |
| Shepherd Street Advisors LLC | 0.33% | No change | 2,460 | $375K |
| Element Wealth, LLC | 0.14% | No change | 2,453 | $373K |
| Harfst & Associates, Inc. | 0.06% | No change | 2,450 | $373K |
| Kanawha Capital Management LLC | 0.02% | Reduce -2.0% | 2,450 | $373K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -52.6% | 2,448 | $373K |
| Howland Capital Management LLC | 0.01% | No change | 2,437 | $371K |
| Apollon Financial, LLC | 0.04% | Reduce -1.4% | 2,428 | $370K |
| Hoge Financial Services, LLC | 0.18% | Reduce -2.1% | 2,428 | $370K |
| Oak Asset Management, LLC | 0.12% | No change | 2,425 | $369K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.2% | 2,421 | $368K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -1.1% | 2,420 | $368K |
| TCTC Holdings, LLC | 0.01% | No change | 2,399 | $365K |
| Veltria Advisors Corp. | 1.12% | No change | 2,391 | $364K |
| Oakworth Capital, Inc. | 0.02% | Add +207.9% | 2,389 | $364K |
| Redwood Park Advisors LLC | 0.26% | Add +0.1% | 2,382 | $362K |
| Mainstream Capital Management LLC | 0.22% | Reduce -2.0% | 2,371 | $361K |
| Boston Family Office LLC | 0.02% | No change | 2,361 | $359K |
| Bernardo Wealth Planning LLC | 0.06% | No change | 2,358 | $359K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.8% | 2,354 | $358K |
| Shared Vision Wealth Group LLC | 0.12% | No change | 2,351 | $358K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Add +5.4% | 2,346 | $357K |
| West Bancorporation Inc. | 0.15% | Reduce -13.0% | 2,336 | $355K |
| Titleist Asset Management, LLC | 0.02% | No change | 2,332 | $355K |
| Meramec Financial Planners, LLC | 0.13% | Add +2.8% | 2,264 | $355K |
| United Advisor Group, LLC | 0.04% | No change | 2,324 | $354K |
| CGN Advisors LLC | 0.03% | Add +0.2% | 2,323 | $354K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,312 | $352K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +0.6% | 2,311 | $352K |
| Cherry Tree Wealth Management, LLC | 0.07% | No change | 2,310 | $352K |
| Greenspring Advisors, LLC | 0.02% | No change | 2,310 | $352K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 2,297 | $350K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -0.9% | 2,294 | $349K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 2,293 | $349K |
| Romano Brothers and Company | 0.04% | No change | 2,285 | $348K |
| Lanark Financial, Inc. | 0.02% | Reduce -6.2% | 2,274 | $346K |
| MidAtlantic Capital Management, Inc. | 0.21% | No change | 2,274 | $346K |
| HM Payson & Co. | 0.00% | No change | 2,261 | $344K |
| Davidson Trust Co. | 0.13% | No change | 2,261 | $344K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +56375.0% | 2,259 | $344K |
| First Heartland Consultants, Inc. | 0.02% | No change | 2,239 | $341K |
| KOM Wealth Management Group, LLC | 0.20% | Add +8.6% | 2,217 | $337K |
| Asset Dedication, LLC | 0.02% | Reduce -12.7% | 2,201 | $335K |
| Centennial Bank | 0.11% | Reduce -74.6% | 2,200 | $335K |
| Narus Financial Partners, LLC | 0.09% | No change | 2,200 | $335K |
| Entrust Financial LLC | 0.22% | Add +0.1% | 2,184 | $332K |
| Chemung Canal Trust Co. | 0.06% | No change | 2,184 | $332K |
| Factor Wealth Management LTD | 0.05% | Reduce -13.3% | 2,180 | $332K |
| Texas Capital Bank Wealth Management Services Inc | 0.02% | No change | 2,174 | $331K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 2,171 | $330K |
| Vanguard Advisers Inc. | 0.00% | Add +7.1% | 2,170 | $330K |
| Advisory Research Inc. | 0.03% | No change | 2,164 | $329K |
| Citizens Business Bank | 0.05% | No change | 2,157 | $328K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.1% | 2,141 | $326K |
| Gainplan LLC | 0.13% | No change | 2,139 | $326K |
| Sequent Asset Management, LLC | 0.14% | Add +6.8% | 2,125 | $323K |
| Plancorp, LLC | 0.01% | Add +5.7% | 2,088 | $323K |
| Lodestone Wealth Management LLC | 0.11% | Add +0.2% | 2,119 | $323K |
| EPG Wealth Management LLC | 0.08% | Add +5.0% | 2,116 | $322K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,109 | $321K |
| Colonial Trust Co / SC | 0.04% | No change | 2,108 | $321K |
| Oxford Financial Group, LTD. LLC | 0.02% | Add +61.1% | 2,095 | $319K |
| WJ Financial Advisors LLC | 0.23% | No change | 2,094 | $319K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.9% | 2,085 | $317K |
| Equitable Trust Co. | 0.01% | Reduce -32.5% | 2,078 | $316K |
| McDonough Capital Management, Inc | 0.16% | Add +0.6% | 2,076 | $316K |
| CAP Partners, LLC | 0.15% | No change | 2,075 | $316K |
| Foundations Investment Advisors, LLC | 0.00% | Add +13.4% | 2,068 | $315K |
| Visionary Horizons, LLC | 0.13% | Reduce -84.1% | 2,066 | $314K |
| Avant Financial Advisors LLC | 0.20% | No change | 2,065 | $314K |
| Nadler Financial Group, Inc. | 0.03% | Reduce -10.3% | 2,058 | $313K |
| Pittenger & Anderson Inc. | 0.01% | Reduce -3.8% | 2,056 | $313K |
| Fortune Financial Advisors, LLC | 0.13% | No change | 2,041 | $311K |
| GAMCO Investors | 0.00% | No change | 2,035 | $310K |
| Nuveen, LLC | 0.00% | New | 2,021 | $308K |
| OFS Enterprise LLC | 0.08% | No change | 2,017 | $307K |
| Ellsworth Advisors, LLC | 0.05% | No change | 2,012 | $307K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Reduce -0.4% | 2,016 | $307K |
| Cascade Investment Group, Inc. | 0.17% | No change | 2,013 | $306K |
| Becker Capital Management Inc. | 0.01% | No change | 2,009 | $306K |
| Thompson Investment Management, Inc. | 0.04% | No change | 2,000 | $304K |
| Traphagen Investment Advisors LLC | 0.02% | No change | 1,999 | $304K |
| James Investment Research, Inc. | 0.03% | No change | 1,985 | $302K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -9.4% | 1,974 | $300K |
| Carson Advisory Inc. | 0.14% | Add +21.6% | 1,972 | $300K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -6.2% | 1,952 | $297K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 1,948 | $296K |
| Friday Financial | 0.08% | No change | 1,902 | $296K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -40.8% | 1,943 | $296K |
| Family Legacy, Inc. | 0.08% | No change | 1,940 | $295K |
| Bay Capital Advisors, LLC | 0.16% | Reduce -18.3% | 1,937 | $295K |
| Wallace Advisory Group, LLC | 0.28% | Add +10.2% | 1,932 | $294K |
| WFA of San Diego, LLC | 0.24% | No change | 1,853 | $293K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 2,006 | $293K |
| Community Bank & Trust, Waco, Texas | 0.05% | No change | 1,918 | $292K |
| Formidable Asset Management, LLC | 0.05% | No change | 1,991 | $291K |
| Summit Wealth Partners, LLC | 0.04% | No change | 1,908 | $290K |
| Baugh & Associates, LLC | 0.13% | No change | 1,900 | $289K |
| Hall Capital Management Co. Inc. | 0.09% | No change | 1,900 | $289K |
| Pacific Point Advisors, LLC | 0.13% | No change | 1,896 | $289K |
| WoodTrust Financial Corp | 0.03% | No change | 1,894 | $288K |
| Howe & Rusling Inc. | 0.02% | Add +2.0% | 1,891 | $288K |
| Eagle Global Advisors LLC | 0.01% | Reduce -16.2% | 1,891 | $288K |
| Thrive Wealth Management, LLC | 0.04% | Add +0.2% | 1,888 | $287K |
| Pinnacle Wealth Management Group, Inc. | 0.13% | No change | 1,883 | $287K |
| Patten & Patten Inc. | 0.02% | Reduce -17.6% | 1,882 | $286K |
| Straight Path Wealth Management | 0.07% | Reduce -2.9% | 1,878 | $286K |
| Fagan Associates, Inc. | 0.04% | Reduce -9.5% | 1,877 | $286K |
| Advisors Capital Management, LLC | 0.00% | Add +5.9% | 1,871 | $285K |
| Western Reserve Capital Management, LLC | 0.21% | No change | 1,868 | $284K |
| Elmwood Wealth Management, Inc. | 0.07% | New | 1,864 | $284K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +0.6% | 1,862 | $283K |
| Invst, LLC | 0.03% | No change | 1,856 | $282K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 1,844 | $281K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 1,822 | $277K |
| Worth Asset Management, LLC | 0.09% | No change | 1,819 | $277K |
| Vista Capital Partners, Inc. | 0.02% | No change | 1,819 | $277K |
| Financial Partners Group, Inc | 0.03% | Reduce -34.0% | 1,818 | $277K |
| LongView Wealth Management | 0.07% | New | 1,815 | $276K |
| Condor Capital Management | 0.02% | No change | 1,815 | $276K |
| Fiduciary Alliance LLC | 0.02% | Reduce -9.9% | 1,814 | $276K |
| Quaker Wealth Management, LLC | 0.08% | No change | 1,811 | $276K |
| Center For Asset Management LLC | 0.12% | No change | 1,810 | $275K |
| American National Bank & Trust | 0.02% | Reduce -10.2% | 1,806 | $275K |
| Caldwell Trust Co | 0.02% | Reduce -8.6% | 1,804 | $275K |
| Foster Group, Inc. | 0.01% | Add +1.1% | 1,804 | $275K |
| Rodgers Brothers Inc. | 0.03% | No change | 1,800 | $274K |
| Coastal Bridge Advisors, LLC | 0.02% | No change | 1,794 | $273K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +0.1% | 1,789 | $272K |
| Bison Wealth, LLC | 0.03% | No change | 1,754 | $272K |
| Accurate Wealth Management, LLC | 0.03% | New | 1,753 | $271K |
| Premier Path Wealth Partners, LLC | 0.03% | Add +1.0% | 1,773 | $270K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -3.1% | 1,763 | $268K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -4.1% | 1,760 | $268K |
| 55 North Private Wealth, LLC | 0.05% | Reduce -1.7% | 1,755 | $267K |
| GDS Wealth Management | 0.01% | No change | 1,753 | $267K |
| Asset One Wealth Management LLC | 0.03% | Add +3.0% | 1,747 | $266K |
| Fiduciary Group, LLC | 0.02% | No change | 1,748 | $266K |
| MTM Investment Management, LLC | 0.08% | Add +23.2% | 1,743 | $265K |
| Bridgewater Advisors Inc. | 0.01% | Add +22.7% | 1,700 | $265K |
| Brandywine Oak Private Wealth LLC | 0.02% | Reduce -2.8% | 1,739 | $265K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.8% | 1,730 | $263K |
| Berkeley Capital Partners, LLC | 0.05% | Add +0.1% | 1,726 | $263K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 1,725 | $263K |
| Two Sigma Securities, LLC | 0.02% | Reduce -4.0% | 1,719 | $262K |
| Smith Salley Wealth Management | 0.01% | No change | 1,717 | $261K |
| Financial Insights, Inc. | 0.07% | No change | 1,714 | $261K |
| Chancellor Financial Group WB LP | 0.16% | Add +3.0% | 1,707 | $260K |
| 49 Wealth Management, LLC | 0.05% | New | 1,700 | $259K |
| Alongside, LLC | 0.05% | — | 1,700 | $259K |
| Bluespring Wealth Management, LLC | 0.01% | New | 1,698 | $258K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 1,695 | $258K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -21.5% | 1,691 | $257K |
| Cypress Capital Group | 0.02% | Add +2.1% | 1,685 | $256K |
| Walkner Condon Financial Advisors LLC | 0.03% | No change | 1,679 | $256K |
| Venture Visionary Partners LLC | 0.01% | Reduce -0.3% | 1,674 | $255K |
| Seneca House Advisors | 0.09% | Add +0.7% | 1,668 | $254K |
| Busey Bank | 0.01% | Add +1.8% | 1,664 | $253K |
| Bienville Capital Management, LLC | 0.04% | New | 1,650 | $251K |
| Spirepoint Private Client, LLC | 0.02% | No change | 1,645 | $250K |
| Xcel Wealth Management, LLC | 0.06% | Add +0.1% | 1,639 | $249K |
| Partners in Financial Planning | 0.04% | New | 1,632 | $248K |
| Trilogy Capital Inc. | 0.01% | No change | 1,629 | $248K |
| Selby Wealth Management, LLC | 0.09% | Reduce -11.1% | 1,625 | $247K |
| Essex Bank | 0.05% | Reduce -13.3% | 1,625 | $247K |
| Rothschild Investment LLC | 0.01% | No change | 1,624 | $247K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,620 | $247K |
| Wetzel Investment Advisors, Inc. | 0.09% | Reduce -5.4% | 1,619 | $246K |
| Future Financial Wealth Managment LLC | 0.15% | No change | 1,600 | $246K |
| Fidelis Capital Partners, LLC | 0.01% | No change | 1,615 | $246K |
| SHP Wealth Management | 0.02% | No change | 1,610 | $245K |
| Core Wealth Management, Inc. | 0.07% | Reduce -17.1% | 1,606 | $244K |
| Sage Investment Advisers LLC | 0.16% | New | 1,604 | $244K |
| Center for Financial Planning, Inc. | 0.02% | No change | 1,603 | $244K |
| Caerus Investment Advisors, LLC | 0.08% | No change | 1,600 | $243K |
| Strata Wealth Advisors, LLC | 0.06% | No change | 1,600 | $243K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,600 | $243K |
| First Foundation Advisors | 0.01% | No change | 1,600 | $243K |
| Kathmere Capital Management, LLC | 0.01% | Reduce -5.9% | 1,599 | $243K |
| Bailard, Inc. | 0.00% | Reduce -11.8% | 1,593 | $242K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Add +0.2% | 1,592 | $242K |
| Wilkins Miller Wealth Management, LLC | 0.13% | Reduce -18.4% | 1,591 | $242K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -23.8% | 1,585 | $241K |
| Procyon Advisors, LLC | 0.01% | Reduce -24.9% | 1,577 | $240K |
| Brio Consultants, LLC | 0.03% | Add +0.3% | 1,563 | $238K |
| Augustine Asset Management Inc. | 0.05% | No change | 1,562 | $238K |
| Capital Squared Financial LLC | 0.15% | Add +0.7% | 1,556 | $237K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 1,551 | $236K |
| TritonPoint Partners, LLC | 0.02% | New | 1,551 | $236K |
| Diversified Enterprises, LLC | 0.01% | No change | 1,551 | $236K |
| Financial Alternatives, Inc | 0.12% | No change | 1,549 | $236K |
| Financial Concepts Unlimited, Inc. | 0.18% | Add +9.3% | 1,547 | $235K |
| Brookstone Capital Management | 0.00% | Add +4.5% | 1,541 | $235K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | No change | 1,525 | $232K |
| Advisory Solutions Group, LLC | 0.08% | — | 1,517 | $231K |
| HTG Investment Advisors, Inc. | 0.06% | Reduce -23.1% | 1,516 | $231K |
| Wealth Effects LLC | 0.06% | No change | 1,510 | $230K |
| Apriem Advisors | 0.02% | No change | 1,508 | $229K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 1,500 | $228K |
| True Link Financial Advisors, LLC | 0.01% | No change | 1,500 | $228K |
| Barclays PLC | 0.00% | No change | 1,500 | $228K |
| Covenant Asset Management, LLC | 0.04% | Reduce -29.4% | 1,498 | $228K |
| KLCM Advisors, Inc. | 0.02% | Reduce -4.2% | 1,494 | $227K |
| ICW Investment Advisors LLC | 0.08% | Add +0.6% | 1,493 | $227K |
| Shoker Investment Counsel, Inc. | 0.06% | Reduce -6.9% | 1,490 | $227K |
| Diesslin Group, Inc. | 0.09% | New | 1,490 | $227K |
| Bangor Savings Bank | 0.02% | Add +5.6% | 1,481 | $225K |
| Wrenne Financial Planning LLC | 0.08% | No change | 1,480 | $225K |
| Global Wealth Management, LLC | 0.11% | Add +0.5% | 1,478 | $225K |
| Summit Asset Management, LLC | 0.03% | No change | 1,475 | $224K |
| Marshall Financial Group, LLC | 0.03% | No change | 1,473 | $224K |
| Bantamac Capital, LLC | 0.16% | No change | 1,470 | $224K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.7% | 1,467 | $223K |
| Oxler Private Wealth LLC | 0.06% | No change | 1,460 | $222K |
| Jane Street Group, LLC | 0.00% | New | 1,454 | $221K |
| Marco Investment Management LLC | 0.01% | No change | 1,448 | $220K |
| Hopwood Financial Services, Inc. | 0.13% | Add +2.9% | 1,440 | $219K |
| Timbuktu Capital Management, LLC | 0.33% | — | 1,437 | $219K |
| Warwick Investment Management, Inc. | 0.02% | No change | 1,435 | $218K |
| Capasso Planning Partners LLC | 0.11% | Add +0.1% | 1,425 | $217K |
| Split Rock Private Trading & Wealth Management, LLC | 0.15% | No change | 1,418 | $216K |
| Old North State Wealth Management, LLC | 0.09% | Reduce -21.6% | 1,408 | $215K |
| Versant Capital Management, Inc | 0.02% | Reduce -31.4% | 1,411 | $215K |
| Bensler, LLC | 0.02% | Reduce -5.7% | 1,410 | $215K |
| Millennium Capital Advisors, LLC | 0.12% | No change | 1,408 | $214K |
| Campbell Deegan Wealth Management, LLC | 0.15% | Add +0.1% | 1,407 | $214K |
| Beacon Financial Advisory LLC | 0.04% | No change | 1,400 | $213K |
| Fermata Advisors, LLC | 0.04% | Add +0.4% | 1,399 | $213K |
| Accretive Wealth Partners, LLC | 0.05% | No change | 1,399 | $213K |
| Keystone Financial Group | 0.01% | Reduce -72.2% | 1,398 | $213K |
| Transcendent Capital Group LLC | 0.08% | Reduce -3.5% | 1,380 | $210K |
| YANKCOM Partnership | 0.08% | Reduce -43.7% | 1,375 | $209K |
| Marion Wealth Management | 0.04% | New | 1,371 | $209K |
| Kraft, Davis & Associates, LLC | 0.04% | Reduce -11.5% | 1,351 | $208K |
| Total Wealth Planning & Management, Inc. | 0.15% | New | 1,364 | $208K |
| Guyasuta Investment Advisors Inc. | 0.01% | Reduce -76.3% | 1,364 | $208K |
| Welch Financial Planning, LLC | 0.12% | New | 1,355 | $206K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -43.0% | 1,355 | $206K |
| DUTCH ASSET Corp | 0.10% | New | 1,350 | $205K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.6% | 1,345 | $205K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -26.9% | 1,343 | $204K |
| 180 Wealth Advisors, LLC | 0.02% | New | 1,343 | $204K |
| SageGuard Financial Group, LLC | 0.03% | New | 1,343 | $204K |
| Adirondack Trust Co. | 0.06% | No change | 1,342 | $204K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -9.6% | 1,338 | $204K |
| Ranch Capital Advisors Inc. | 0.06% | Reduce -3.5% | 1,336 | $203K |
| Mullooly Asset Management, Inc. | 0.06% | New | 1,335 | $203K |
| Nvest Financial, LLC | 0.06% | New | 1,332 | $203K |
| Sterling Financial Planning, Inc. | 0.05% | New | 1,323 | $201K |
| Carlson Financial, Inc. | 0.10% | New | 1,321 | $201K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | New | 1,321 | $201K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -50.0% | 1,320 | $201K |
| SP Asset Management LLC | 0.02% | New | 1,320 | $201K |
| Huntleigh Advisors, Inc. | 0.03% | New | 1,317 | $201K |
| Oakwell Private Wealth Management, LLC | 0.03% | New | 1,315 | $200K |
| Horizon Bancorp Inc. | 0.09% | No change | 1,286 | $196K |
| Luken Investment Analytics, LLC | 0.07% | No change | 1,287 | $196K |
| Ballast Advisors LLC | 0.05% | No change | 1,271 | $193K |
| John A. Wolfe & Associates, Inc. | 0.26% | No change | 1,240 | $189K |
| Hurley Capital, LLC | 0.10% | Add +0.5% | 1,239 | $189K |
| Cordgrass Capital Advisors, LLC | 0.07% | No change | 1,214 | $185K |
| Napier Financial, LLC | 0.04% | No change | 1,187 | $181K |
| Tompkins Financial Corp. | 0.01% | Reduce -19.8% | 1,152 | $175K |
| Providence Capital Advisors, LLC | 0.03% | Add +79.6% | 1,128 | $172K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.8% | 1,124 | $171K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -20.6% | 1,111 | $169K |
| United Community Bank | 0.05% | Reduce -12.0% | 1,100 | $167K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 1,086 | $165K |
| Consultiva Wealth Management, Corp. | 0.37% | No change | 1,078 | $164K |
| Silver Oak Securities, Incorporated | 0.01% | Add +0.6% | 1,053 | $160K |
| Seneschal Advisors, LLC | 0.10% | No change | 1,001 | $152K |
| Mechanics Financial Corp | 0.05% | No change | 1,000 | $152K |
| Topsail Wealth Management, LLC | 0.02% | No change | 1,000 | $152K |
| Operose Advisors LLC | 0.03% | No change | 994 | $151K |
| Nvwm, LLC | 0.03% | No change | 969 | $147K |
| Investment Research & Advisory Group, Inc. | 0.04% | Reduce -4.3% | 940 | $143K |
| Aventura Private Wealth, LLC | 0.04% | Reduce -7.1% | 920 | $140K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -93.9% | 917 | $140K |
| Manning & Napier Advisors LLC | 0.00% | No change | 890 | $136K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 875 | $133K |
| Nalls Sherbakoff Group, LLC | 0.09% | Reduce -61.1% | 830 | $126K |
| IAG Wealth Partners, LLC | 0.01% | No change | 815 | $124K |
| Quent Capital, LLC | 0.01% | No change | 812 | $124K |
| Godfrey Financial Associates, Inc. | 0.09% | Reduce -16.7% | 808 | $123K |
| Dynamic Wealth Strategies, LLC | 0.07% | No change | 807 | $123K |
| Anchor Investment Management, LLC | 0.01% | Reduce -15.6% | 807 | $123K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 770 | $117K |
| Citizens National Bank Trust Department | 0.02% | No change | 768 | $117K |
| BankPlus Trust Department | 0.03% | No change | 765 | $116K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 765 | $116K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 749 | $114K |
| Hughes Financial Services, LLC | 0.01% | No change | 745 | $113K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 743 | $113K |
| IMA Advisory Services, Inc. | 0.01% | New | 742 | $113K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 741 | $113K |
| Activest Wealth Management | 0.02% | No change | 728 | $111K |
| Wagner Wealth Management, LLC | 0.02% | No change | 716 | $109K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -24.0% | 706 | $107K |
| Biltmore Family Office, LLC | 0.01% | No change | 690 | $105K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 680 | $103K |
| Hilltop National Bank | 0.02% | No change | 677 | $103K |
| Delta Asset Management LLC | 0.01% | No change | 653 | $99K |
| Strategic Wealth Advisors LLC | 0.08% | No change | 712 | $99K |
| Blueline Advisors LLC | 0.07% | No change | 648 | $99K |
| Main Street Group, LTD | 0.02% | No change | 632 | $96K |
| Peterson Wealth Management | 0.04% | Add +0.3% | 623 | $95K |
| Ares Financial Consulting, LLC | 0.07% | Add +0.7% | 620 | $94K |
| Allied Private Wealth LLC | 0.06% | — | 600 | $92K |
| Peck Wealth Management, LLC | 0.08% | No change | 600 | $91K |
| NFSG Corp | 0.01% | Reduce -1.8% | 587 | $89K |
| Burk Holdings LLC | 0.03% | No change | 586 | $89K |
| FWL Investment Management, LLC | 0.02% | Reduce -1.2% | 586 | $89K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 586 | $89K |
| Grove Bank & Trust | 0.01% | No change | 582 | $89K |
| SYM FINANCIAL Corp | 0.01% | Add +3.6% | 573 | $87K |
| Rice Partnership, LLC | 0.01% | Reduce -36.2% | 570 | $87K |
| Portfolio Resources Advisor Group, Inc. | 0.07% | No change | 545 | $83K |
| StrongBox Wealth, LLC | 0.02% | New | 540 | $82K |
| SIMA Wealth Partners, LLC | 0.06% | No change | 537 | $82K |
| Valley National Advisers Inc. | 0.01% | No change | 529 | $81K |
| Piscataqua Savings Bank | 0.05% | No change | 515 | $78K |
| SouthState Bank Corp | 0.00% | Add +115.1% | 514 | $78K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 507 | $77K |
| Hilton Head Capital Partners, LLC | 0.04% | No change | 505 | $77K |
| Syntax Research, Inc. | 0.06% | Add +100.0% | 500 | $76K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 495 | $75K |
| Synergy Investment Management, LLC | 0.02% | Add +0.2% | 489 | $74K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 475 | $72K |
| Clearstead Trust, LLC | 0.01% | No change | 475 | $72K |
| Evolution Wealth Management Inc. | 0.04% | Add +16.3% | 470 | $72K |
| Louisbourg Investments Inc. | 0.01% | Reduce -8.0% | 460 | $70K |
| Vima LLC | 0.07% | — | 455 | $69K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.5% | 451 | $69K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.02% | Reduce -28.3% | 446 | $68K |
| First Bancorp, Inc | 0.03% | New | 445 | $68K |
| Key Capital Management, INC | 0.03% | Add +1.7% | 418 | $64K |
| Cetera Trust Company, N.A | 0.03% | No change | 414 | $63K |
| Financial Perspectives, Inc | 0.01% | No change | 406 | $62K |
| Financial Life Planners | 0.04% | Add +0.5% | 405 | $62K |
| Crews Bank & Trust | 0.01% | Add +18.4% | 387 | $59K |
| Bogart Wealth, LLC | 0.00% | Add +3.8% | 384 | $58K |
| Eastern Bank | 0.00% | No change | 382 | $58K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -65.1% | 381 | $58K |
| JDM Financial Group LLC | 0.02% | No change | 372 | $57K |
| WHI TRUST Co LLC | 0.04% | No change | 371 | $56K |
| Beacon Financial Strategies CORP | 0.03% | New | 370 | $56K |
| Capital Investment Counsel, Inc | 0.01% | No change | 370 | $56K |
| City State Bank | 0.01% | No change | 358 | $54K |
| United Financial Planning Group LLC | 0.03% | No change | 355 | $54K |
| Morling Financial Advisors, LLC | 0.01% | No change | 353 | $54K |
| Evermay Wealth Management LLC | 0.01% | No change | 352 | $54K |
| Kilter Group LLC | 0.02% | No change | 350 | $53K |
| Bare Financial Services, Inc | 0.01% | No change | 342 | $52K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 338 | $51K |
| Tucker Asset Management LLC | 0.01% | No change | 325 | $49K |
| Tiaa Trust, National Association | 0.00% | Reduce -23.9% | 318 | $48K |
| Parkside Financial Bank & Trust | 0.00% | No change | 315 | $48K |
| Bernard Wealth Management Corp. | 0.02% | No change | 294 | $45K |
| West Financial Advisors, LLC | 0.01% | No change | 294 | $45K |
| Sterling Capital Management LLC | 0.00% | No change | 287 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 283 | $43K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 278 | $42K |
| Ameriflex Group, Inc. | 0.02% | No change | 275 | $42K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.4% | 269 | $41K |
| Vision Retirement, LLC | 0.01% | Add +0.4% | 267 | $41K |
| Founders Capital Management | 0.02% | No change | 260 | $40K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +144.3% | 259 | $39K |
| Clark Wealth Partners | 0.02% | Add +0.4% | 258 | $39K |
| Palouse Capital Management, Inc. | 0.03% | Reduce -0.4% | 256 | $39K |
| McDonald Partners LLC | 0.01% | New | 250 | $38K |
| Avion Wealth | 0.01% | No change | 248 | $37K |
| Noble Wealth Management PBC | 0.02% | No change | 241 | $37K |
| Friedenthal Financial | 0.02% | No change | 240 | $37K |
| Ankerstar Wealth, LLC | 0.03% | No change | 237 | $36K |
| Silicon Valley Capital Partners | 0.00% | Add +0.8% | 236 | $36K |
| Colonial Trust Advisors | 0.00% | Add +0.4% | 227 | $35K |
| Perkins Coie Trust Co | 0.01% | No change | 225 | $34K |
| Tower View Wealth Management LLC | 0.01% | Add +0.9% | 218 | $33K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 217 | $33K |
| Gables Capital Management Inc. | 0.01% | No change | 215 | $33K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 210 | $32K |
| Flagship Wealth Advisors, LLC | 0.01% | Add +625.0% | 203 | $31K |
| Atwood & Palmer Inc. | 0.00% | No change | 200 | $30K |
| Continuum Advisory, LLC | 0.00% | New | 193 | $29K |
| Park National Corp. | 0.00% | No change | 193 | $29K |
| Markowski Investments | 0.01% | — | 187 | $28K |
| Pflug Koory, LLC | 0.01% | No change | 185 | $28K |
| Longview Financial Advisors LLC | 0.01% | No change | 182 | $28K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 181 | $28K |
| American Capital Advisory, LLC | 0.01% | No change | 180 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 178 | $27K |
| MV Capital Management, Inc. | 0.00% | Add +9.5% | 173 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 171 | $26K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 170 | $26K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 170 | $26K |
| Bayban | 0.02% | No change | 158 | $24K |
| Abound Wealth Management | 0.00% | No change | 151 | $23K |
| High Point Wealth Management, LLC | 0.02% | No change | 150 | $23K |
| Signature Equity Partners, LLC | 0.01% | No change | 150 | $23K |
| First United Bank & Trust | 0.01% | No change | 150 | $23K |
| NorthAvenue LLC | 0.01% | No change | 134 | $20K |
| Insight Inv LLC | 0.01% | New | 126 | $19K |
| CVA Family Office, LLC | 0.00% | No change | 125 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +0.9% | 115 | $17K |
| Register Financial Advisors LLC | 0.01% | No change | 110 | $17K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +0.9% | 109 | $17K |
| 10Elms LLP | 0.01% | No change | 105 | $16K |
| Bear Mountain Capital, Inc. | 0.00% | Add +1.0% | 104 | $16K |
| RMG Wealth Management LLC | 0.00% | No change | 100 | $16K |
| Millstone Evans Group, LLC | 0.01% | No change | 102 | $16K |
| St Germain D J Co. Inc. | 0.00% | No change | 101 | $15K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | No change | 100 | $15K |
| Quantum Portfolio Management LLC | 0.01% | New | 100 | $15K |
| Intesa Sanpaolo Wealth Management | 0.00% | No change | 100 | $15K |
| Fiduciary Financial Advisors | 0.00% | New | 100 | $15K |
| Cornerstone Planning Group LLC | 0.00% | No change | 96 | $15K |
| Pinney & Scofield, Inc. | 0.01% | Reduce -30.4% | 94 | $14K |
| Dunhill Financial, LLC | 0.00% | Add +1.2% | 87 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 86 | $13K |
| TIAA Wealth Investment Management LLC | 0.00% | Reduce -27.4% | 85 | $13K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 81 | $12K |
| Fiduciary Advisors, Inc. | 0.01% | Reduce -12.2% | 72 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 72 | $11K |
| Addison Advisors LLC | 0.01% | Reduce -72.0% | 70 | $11K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 69 | $11K |
| Sarver Vrooman Wealth Advisors | 0.01% | No change | 64 | $10K |
| Triumph Capital Management | 0.00% | No change | 64 | $10K |
| Quintet Private Bank (Europe) S.A. | 0.00% | No change | 63 | $10K |
| Financial Consulate, Inc. | 0.00% | No change | 62 | $9K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 63 | $9K |
| Birchwood Financial Partners, Inc. | 0.01% | No change | 50 | $8K |
| Bank & Trust Co | 0.00% | No change | 50 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -28.6% | 50 | $8K |
| Toth Financial Advisory Corp. | 0.00% | No change | 50 | $8K |
| Planning Strategies Inc. | 0.00% | — | 48 | $7K |
| West Branch Capital LLC | 0.00% | No change | 40 | $6K |
| Richardson Capital Management LLC | 0.00% | No change | 34 | $5K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 35 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 31 | $5K |
| DecisionPoint Financial, LLC | 0.00% | No change | 30 | $5K |
| Broadwater Capital Management LLC | 0.00% | No change | 28 | $4K |
| TFC Financial Management, Inc. | 0.00% | New | 26 | $4K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 22 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | — | 22 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 17 | $3K |
| Chilton Capital Management LLC | 0.00% | No change | 12 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $1K |
| PlanVest Financial, Inc | 0.00% | No change | 4 | $641 |
| LM Advisors LLC | 0.00% | Add +591.4% | 2,095 | $319 |
| Caitlin John, LLC | 0.00% | No change | 1 | $156 |
"% 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.