First Trust Value Line DVDFVDETF
13F holders, Q1 2024 (March 31)536holders
4famous investors
$42.22avg. 13F price*
At the end of Q1 2024, 536 institutions reported holding First Trust Value Line DVD (FVD) in their 13F filings. The largest holders were Morgan Stanley ($1.0B), LPL Financial LLC ($844.2M) and Wells Fargo & Company ($328.0M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Value Line DVD
- CUSIP
- 33734H106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $33.5M |
| Exits | 35 | $39.4M |
Ownership 536 holders
| Morgan Stanley | 0.08% | Reduce -11.0% | 24,183,142 | $1.0B |
| LPL Financial LLC | 0.45% | Reduce -6.3% | 19,990,171 | $844.2M |
| Wells Fargo & Company | 0.09% | Reduce -18.0% | 7,766,379 | $328.0M |
| Bank of America Corp. | 0.03% | Reduce -8.1% | 7,540,524 | $318.4M |
| Ameriprise Financial Inc. | 0.07% | Reduce -26.2% | 5,909,645 | $250.5M |
| Raymond James Financial Services Advisors, Inc. | 0.35% | Reduce -13.0% | 5,617,442 | $237.2M |
| UBS Group AG | 0.07% | Reduce -14.6% | 4,991,190 | $210.8M |
| Royal Bank of Canada | 0.05% | Reduce -8.8% | 4,482,795 | $189.3M |
| Raymond James & Associates | 0.12% | Reduce -14.0% | 4,228,569 | $178.6M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -2.3% | 3,828,281 | $161.7M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -8.3% | 3,322,719 | $140.3M |
| Stifel Financial Corp. | 0.13% | Reduce -6.1% | 2,692,662 | $113.7M |
| Cetera Investment Advisers | 0.23% | Add +105.8% | 2,335,220 | $98.6M |
| Osaic Holdings, Inc. | 0.22% | Reduce -31.3% | 2,321,743 | $98.0M |
| HighTower Advisors, LLC | 0.14% | Add +0.5% | 2,025,536 | $85.5M |
| Baird Financial Group, Inc. | 0.17% | Reduce -5.3% | 1,973,655 | $83.3M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Reduce -22.8% | 1,836,044 | $77.5M |
| Truist Financial Corp. | 0.10% | Add +1.4% | 1,563,774 | $66.0M |
| Private Advisor Group, LLC | 0.45% | Reduce -3.8% | 1,475,235 | $62.3M |
| Kestra Advisory Services, LLC | 0.33% | Add +3.9% | 1,175,739 | $49.7M |
| Harbour Investments, Inc. | 1.61% | Add +6.6% | 1,074,207 | $45.4M |
| Trilogy Capital Inc. | 2.58% | Reduce -26.8% | 1,060,286 | $44.8M |
| Prospera Financial Services Inc | 1.21% | Add +3.4% | 962,820 | $40.7M |
| New England Private Wealth Advisors LLC | 5.78% | Reduce -6.2% | 781,893 | $32.9M |
| Avantax Advisory Services, Inc. | 0.28% | Reduce -32.1% | 758,283 | $32.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 758,072 | $32.0M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -17.4% | 655,905 | $27.7M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -17.1% | 607,427 | $25.7M |
| IFG Advisory, LLC | 1.89% | Reduce -2.8% | 598,840 | $25.3M |
| Rehmann Capital Advisory Group | 1.88% | Add +2.9% | 597,179 | $25.2M |
| Advisory Alpha, LLC | 0.99% | Reduce -1.7% | 571,599 | $24.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -3.9% | 566,078 | $23.9M |
| MML Investors Services, LLC | 0.10% | Reduce -2.3% | 555,968 | $23.5M |
| Benjamin F. Edwards & Company, Inc. | 0.39% | Reduce -1.6% | 507,532 | $21.4M |
| Park National Corp. | 0.82% | Reduce -0.8% | 504,712 | $21.3M |
| Beacon Financial Group | 2.38% | Add +2.8% | 490,318 | $20.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.4% | 483,937 | $20.4M |
| Citigroup Inc. | 0.02% | Reduce -12.5% | 483,471 | $20.4M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -8.3% | 482,378 | $20.4M |
| GDS Wealth Management | 2.38% | Add +0.8% | 481,748 | $20.3M |
| NewEdge Advisors, LLC | 0.17% | Reduce -4.0% | 465,876 | $19.7M |
| D.A. Davidson & Co. | 0.18% | Reduce -3.5% | 459,845 | $19.4M |
| Kraft, Davis & Associates, LLC | 5.81% | Reduce -4.0% | 459,560 | $19.3M |
| Mariner, LLC | 0.04% | Reduce -7.1% | 437,870 | $18.5M |
| Next Level Private LLC | 7.98% | Reduce -1.9% | 411,817 | $17.4M |
| Kestra Private Wealth Services, LLC | 0.36% | Reduce -5.9% | 378,579 | $16.0M |
| Hobart Private Capital, LLC | 4.77% | Add +24.0% | 370,172 | $15.6M |
| Steward Partners Investment Advisory, LLC | 0.17% | Add +18.8% | 366,720 | $15.5M |
| Victory Financial Group, LLC | 8.88% | Add +17.3% | 355,244 | $15.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -17.6% | 329,941 | $13.9M |
| IFP Advisors, Inc | 0.60% | Reduce -4.9% | 324,146 | $13.7M |
| Higgins & Schmidt Wealth Strategies LLC | 9.93% | Add +0.5% | 318,997 | $13.5M |
| Apexium Financial, LP | 0.97% | Reduce -3.4% | 304,122 | $12.8M |
| Wintrust Investments LLC | 1.13% | Add +10.0% | 302,333 | $12.8M |
| Obsidian Cio, LLC | 3.11% | Reduce -36.8% | 299,064 | $12.6M |
| Kaye Capital Management | 5.38% | Reduce -0.9% | 292,218 | $12.3M |
| US Bancorp \de | 0.02% | Add +1.1% | 290,681 | $12.3M |
| Cwm, LLC | 0.06% | Add +36.9% | 288,587 | $12.2M |
| Silver Oak Securities, Incorporated | 1.85% | Reduce -2.6% | 286,394 | $12.1M |
| Commerce Bank | 0.08% | No change | 285,223 | $12.0M |
| Petix & Botte Co | 2.98% | Reduce -50.0% | 284,513 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.2% | 280,183 | $11.8M |
| ICA Group Wealth Management, LLC | 2.36% | Reduce -5.3% | 278,405 | $11.8M |
| Wedbush Securities Inc. | 0.42% | Reduce -2.6% | 264,836 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +133.0% | 263,439 | $11.1M |
| Blair William & Co. | 0.03% | Add +0.1% | 260,253 | $11.0M |
| Spire Wealth Management | 0.20% | Reduce -25.0% | 257,218 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -4.6% | 250,885 | $10.6M |
| Strategic Planning Group, LLC | 2.59% | Add +20.6% | 245,115 | $10.4M |
| WealthCare Investment Partners, LLC | 4.91% | Add +5.5% | 240,372 | $10.2M |
| Integrated Wealth Concepts LLC | 0.14% | Reduce -26.1% | 230,211 | $9.7M |
| IHT Wealth Management, LLC | 0.38% | Reduce -5.5% | 225,101 | $9.5M |
| Equitable Holdings, Inc. | 0.10% | Reduce -25.4% | 220,211 | $9.3M |
| Elevated Capital Advisors, LLC | 2.65% | Add +5.3% | 218,952 | $9.2M |
| Ameritas Advisory Services, LLC | 0.38% | Add +71.6% | 222,512 | $9.2M |
| PCG Wealth Advisors, LLC | 4.30% | Add +8.5% | 214,186 | $9.0M |
| Holistic Financial Partners | 4.51% | Add +5.3% | 210,228 | $8.9M |
| Centurion Wealth Management LLC | 3.48% | Reduce -27.4% | 209,020 | $8.8M |
| Flagstar Securities, Inc. | 2.43% | Reduce -6.1% | 206,387 | $8.7M |
| 1ST Source Bank | 0.49% | Add +0.2% | 201,180 | $8.5M |
| Citadel Advisors | 0.01% | Add +20.7% | 195,304 | $8.2M |
| Wealthcare Advisory Partners LLC | 0.27% | Add +1.5% | 191,828 | $8.1M |
| BlueChip Wealth Advisors LLC | 5.19% | Reduce -0.6% | 190,515 | $8.0M |
| Larson Financial Group LLC | 0.62% | Add +345.5% | 190,467 | $8.0M |
| Clear Creek Financial Management, LLC | 1.00% | Reduce -31.9% | 184,500 | $7.8M |
| Unionview, LLC | 6.44% | Reduce -48.9% | 184,287 | $7.8M |
| Allworth Financial LP | 0.05% | Add +29.0% | 183,555 | $7.8M |
| KPP Advisory Services LLC | 2.12% | New | 183,011 | $7.7M |
| StoneX Group Inc. | 0.69% | Reduce -6.0% | 180,900 | $7.6M |
| Focus Partners Advisor Solutions, LLC | 0.22% | Reduce -15.6% | 179,766 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +19.5% | 200,337 | $7.5M |
| FSB Premier Wealth Management, Inc. | 3.45% | Reduce -2.2% | 175,537 | $7.4M |
| Crumly & Associates Inc. | 1.94% | Reduce -0.3% | 174,693 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +22.4% | 169,905 | $7.2M |
| Pine Valley Investments Ltd Liability Co | 0.56% | Reduce -61.6% | 169,430 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -1.5% | 169,409 | $7.2M |
| Ausdal Financial Partners, Inc. | 0.83% | Add +4.4% | 168,628 | $7.1M |
| Barnes Pettey Financial Advisors, LLC | 6.11% | Reduce -4.3% | 167,457 | $7.1M |
| Beacon Financial Advisory LLC | 3.29% | Reduce -0.9% | 160,150 | $6.8M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -4.1% | 154,712 | $6.5M |
| Key Client Fiduciary Advisors, LLC | 3.42% | Add +0.5% | 152,538 | $6.4M |
| Independent Advisor Alliance | 0.23% | Add +54.2% | 148,480 | $6.3M |
| Cherry Creek Investment Advisors, Inc. | 3.39% | Add +6.8% | 148,042 | $6.3M |
| Strategic Family Wealth Counselors, L.L.C. | 2.46% | Add +2.4% | 147,306 | $6.2M |
| Assetmark, Inc. | 0.02% | Add +37.9% | 147,014 | $6.2M |
| 1776 Wealth LLC | 2.93% | Reduce -3.1% | 146,557 | $6.2M |
| Concentrum Wealth Management | 2.85% | Add +14.0% | 146,044 | $6.2M |
| Sigma Planning Corp | 0.19% | Add +28.1% | 145,390 | $6.1M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -19.4% | 144,122 | $6.1M |
| DHJJ Financial Advisors, Ltd. | 2.69% | Add +0.0% | 143,948 | $6.1M |
| Coppell Advisory Solutions Corp. | 1.13% | — | 141,400 | $6.0M |
| Spectrum Wealth Advisory Group, LLC | 6.79% | Add +1.3% | 139,735 | $5.9M |
| Western Wealth Management, LLC | 0.46% | Reduce -30.0% | 139,093 | $5.9M |
| Harvest Investment Services, LLC | 2.28% | Add +0.0% | 134,361 | $5.7M |
| First Heartland Consultants, Inc. | 0.58% | Add +3.2% | 133,077 | $5.6M |
| Atria Investments, Inc | 0.08% | Reduce -2.9% | 131,282 | $5.5M |
| Gateway Wealth Partners, LLC | 1.99% | Reduce -5.7% | 131,007 | $5.5M |
| Lincoln National Corp. | 0.09% | Reduce -4.4% | 130,608 | $5.5M |
| AE Wealth Management LLC | 0.06% | Reduce -67.1% | 128,691 | $5.4M |
| Towerpoint Wealth, LLC | 2.63% | Reduce -1.1% | 123,747 | $5.2M |
| Financial Advocates Investment Management | 0.30% | Reduce -21.3% | 122,685 | $5.2M |
| Naviter Wealth, LLC | 0.85% | Add +6.8% | 122,553 | $5.2M |
| Wagner Wealth Management, LLC | 1.56% | Add +2.7% | 120,869 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -14.2% | 120,524 | $5.1M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -14.2% | 120,524 | $5.1M |
| Perennial Investment Advisors, LLC | 0.77% | Reduce -52.2% | 119,832 | $5.1M |
| Family Capital Management, Inc. | 3.51% | Reduce -6.6% | 119,280 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.41% | Reduce -12.4% | 119,081 | $5.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 118,717 | $5.0M |
| Balanced Wealth Group LLC | 2.23% | Add +19.5% | 119,352 | $5.0M |
| Jane Street Group, LLC | 0.01% | New | 118,529 | $5.0M |
| Cedar Brook Financial Partners, LLC | 0.99% | Add +0.7% | 118,333 | $5.0M |
| RVW Wealth, LLC | 0.51% | Reduce -31.7% | 118,066 | $5.0M |
| Lanark Financial, Inc. | 0.46% | Reduce -9.6% | 116,041 | $4.9M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -18.6% | 115,764 | $4.7M |
| Tidemark, LLC | 2.52% | Reduce -13.4% | 106,776 | $4.5M |
| Treasure Coast Financial Planning | 2.78% | Add +1547.3% | 100,801 | $4.3M |
| Advance Capital Management, Inc. | 0.29% | Reduce -67.2% | 98,619 | $4.2M |
| Ballew Advisors, Inc | 2.86% | Reduce -0.4% | 101,353 | $4.2M |
| Harbor Investment Advisory, LLC | 0.43% | Reduce -15.0% | 98,278 | $4.2M |
| Valmark Advisers, Inc. | 0.07% | Reduce -9.5% | 96,598 | $4.1M |
| Cottonwood Capital Advisors, LLC | 3.20% | Reduce -4.2% | 100,659 | $4.0M |
| Barrett & Company, Inc. | 1.91% | Add +1.8% | 95,470 | $4.0M |
| Stablepoint Partners, LLC | 0.81% | Add +27.9% | 94,296 | $4.0M |
| Simplicity Wealth,LLC | 0.09% | New | 93,656 | $4.0M |
| HBW Advisory Services LLC | 0.74% | No change | 97,101 | $3.9M |
| Goldstein Advisors, LLC | 0.66% | Reduce -1.0% | 90,855 | $3.8M |
| Acorn Financial Advisory Services Inc. | 0.72% | Reduce -3.3% | 89,833 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -48.0% | 89,204 | $3.8M |
| Comerica Bank | 0.02% | Reduce -8.4% | 87,263 | $3.7M |
| Kaydan Wealth Management, Inc. | 1.24% | Add +0.6% | 86,284 | $3.6M |
| SignalPoint Asset Management, LLC | 0.98% | Reduce -24.5% | 84,759 | $3.6M |
| Iams Wealth Management, LLC | 2.18% | Reduce -0.9% | 87,201 | $3.6M |
| Cozad Asset Management Inc. | 0.37% | Reduce -4.2% | 84,284 | $3.6M |
| Kraematon Investment Advisors, Inc. | 3.55% | Reduce -2.4% | 83,523 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.38% | Reduce -20.8% | 83,036 | $3.5M |
| Secure Asset Management, LLC | 0.81% | Add +7.8% | 81,992 | $3.5M |
| Apollon Financial, LLC | 1.18% | Reduce -18.9% | 81,110 | $3.4M |
| Kingsview Wealth Management, LLC | 0.09% | Add +7.8% | 80,435 | $3.4M |
| International Assets Investment Management, LLC | 0.35% | Reduce -6.3% | 80,786 | $3.4M |
| Southland Equity Partners LLC | 0.95% | Add +4.0% | 80,111 | $3.4M |
| Kowal Investment Group, LLC | 0.73% | Reduce -4.3% | 79,972 | $3.4M |
| Peak Planning Group, LLC | 2.08% | Reduce -3.1% | 78,549 | $3.3M |
| Stephens Inc. | 0.05% | Add +0.1% | 78,486 | $3.3M |
| Mutual Advisors, LLC | 0.11% | Add +7.1% | 77,642 | $3.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +76.9% | 76,110 | $3.2M |
| Virtu Financial LLC | 0.24% | Add +855.6% | 75,489 | $3.2M |
| Raymond James Trust N.A. | 0.08% | Reduce -13.0% | 75,036 | $3.2M |
| Creative Financial Designs Inc. | 0.30% | Add +12.9% | 74,847 | $3.2M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -9.2% | 74,283 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.18% | Add +169.3% | 72,396 | $3.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +118.0% | 72,215 | $3.0M |
| Integrity Financial Corp | 2.08% | Reduce -53.9% | 71,888 | $3.0M |
| Intrua Financial, LLC | 0.47% | Add +12.8% | 71,021 | $3.0M |
| Kennedy Investment Group, Inc. | 1.59% | Add +0.8% | 70,459 | $3.0M |
| Retirement Guys Formula LLC | 1.43% | Reduce -3.8% | 69,596 | $2.9M |
| Claro Advisors Inc. | 0.51% | Reduce -40.5% | 69,477 | $2.9M |
| ERn Financial, LLC | 0.50% | Reduce -0.4% | 68,861 | $2.9M |
| Arkadios Wealth Advisors | 0.22% | Reduce -5.5% | 65,752 | $2.8M |
| Independent Financial Group, LLC | 0.12% | Reduce -7.6% | 64,136 | $2.7M |
| Principal Securities, Inc. | 0.08% | Reduce -27.1% | 63,666 | $2.7M |
| Advisor OS, LLC | 0.31% | Reduce -38.1% | 63,509 | $2.7M |
| Waverly Advisors, LLC | 0.06% | Add +261.4% | 63,232 | $2.7M |
| Founders Financial Securities LLC | 0.28% | Reduce -14.7% | 62,142 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -5.2% | 61,196 | $2.6M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.3% | 60,626 | $2.6M |
| First Command Advisory Services, Inc. | 0.03% | Reduce -25.8% | 60,317 | $2.5M |
| MAI Capital Management | 0.03% | Reduce -1.6% | 60,032 | $2.5M |
| Strategic Blueprint, LLC | 0.18% | Reduce -9.4% | 59,781 | $2.5M |
| Santori & Peters, Inc. | 1.08% | Add +0.9% | 59,084 | $2.5M |
| GPS Wealth Strategies Group, LLC | 0.40% | Reduce -7.1% | 58,802 | $2.5M |
| TFG Advisers LLC | 0.96% | Add +0.4% | 58,251 | $2.5M |
| Waterloo Capital, L.P. | 0.31% | Reduce -3.6% | 58,174 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -79.7% | 56,665 | $2.4M |
| Level Four Advisory Services, LLC | 0.13% | No change | 58,615 | $2.4M |
| Global Retirement Partners, LLC | 0.09% | Reduce -1.4% | 54,641 | $2.3M |
| Millennium Management | 0.00% | New | 54,428 | $2.3M |
| Olde Wealth Management, LLC | 1.09% | Reduce -74.1% | 55,202 | $2.3M |
| Laurel Wealth Planning LLC | 1.53% | Reduce -5.9% | 54,371 | $2.3M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -5.5% | 54,306 | $2.3M |
| Solano Wealth Management, Inc. | 1.27% | Reduce -52.6% | 53,585 | $2.3M |
| Continuum Advisory, LLC | 0.34% | Reduce -9.9% | 53,688 | $2.3M |
| Bridge Advisory, LLC | 1.11% | Reduce -12.6% | 53,119 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.05% | Reduce -45.1% | 52,925 | $2.2M |
| Sowell Financial Services LLC | 0.10% | Reduce -75.3% | 51,517 | $2.2M |
| Octavia Wealth Advisors, LLC | 0.32% | Reduce -91.2% | 51,384 | $2.2M |
| Bison Wealth, LLC | 0.35% | Add +3.0% | 51,305 | $2.2M |
| Pacific Sun Financial Corp | 1.26% | Reduce -0.9% | 51,174 | $2.2M |
| Accel Wealth Management | 0.92% | Add +1.3% | 51,146 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Reduce -4.0% | 50,876 | $2.1M |
| Pursue Wealth Partners LLC | 1.26% | Reduce -10.9% | 50,818 | $2.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.88% | Reduce -0.6% | 49,632 | $2.1M |
| PFG Advisors | 0.15% | Reduce -17.4% | 48,954 | $2.1M |
| FWG Holdings, LLC | 1.11% | Reduce -3.0% | 49,144 | $2.1M |
| Townsquare Capital LLC | 0.03% | New | 47,950 | $2.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -6.4% | 47,749 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +9.2% | 46,322 | $2.0M |
| Atlas Private Wealth Management, LLC | 0.82% | Add +15.2% | 46,122 | $1.9M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Reduce -8.2% | 45,773 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.4% | 45,623 | $1.9M |
| Private Trust Co. NA | 0.21% | Reduce -6.1% | 45,165 | $1.9M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -9.0% | 44,825 | $1.9M |
| RFG Advisory, LLC | 0.06% | Reduce -0.9% | 44,108 | $1.9M |
| FMR LLC | 0.00% | Add +5.9% | 41,808 | $1.8M |
| HRT Financial LP | 0.01% | Reduce -69.3% | 40,980 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.75% | Reduce -13.5% | 40,855 | $1.7M |
| OneAscent Financial Services LLC | 0.19% | Add +8.5% | 40,850 | $1.7M |
| Walker Asset Management, LLC | 1.08% | No change | 38,748 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -3.0% | 38,691 | $1.6M |
| tru Independence LLC | 0.48% | Reduce -64.2% | 38,571 | $1.6M |
| Nwam LLC | 0.13% | Reduce -2.0% | 38,083 | $1.6M |
| Triumph Capital Management | 0.64% | Reduce -18.6% | 37,695 | $1.6M |
| Householder Group Estate & Retirement Specialist, LLC | 0.46% | Reduce -0.2% | 36,312 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.63% | Reduce -6.7% | 35,928 | $1.5M |
| Virtue Capital Management, LLC | 0.27% | Reduce -23.2% | 36,786 | $1.5M |
| Denver Wealth Management, Inc. | 0.76% | Add +0.0% | 35,260 | $1.5M |
| Good Life Advisors, LLC | 0.13% | Reduce -0.1% | 35,252 | $1.5M |
| Sequent Planning LLC | 0.53% | — | 34,942 | $1.5M |
| Venture Visionary Partners LLC | 0.07% | Add +0.5% | 34,684 | $1.5M |
| Savvy Advisors, Inc. | 0.84% | Add +3.0% | 34,510 | $1.5M |
| Main Street Financial Solutions, LLC | 0.15% | Add +406.4% | 33,806 | $1.4M |
| Focus Financial Network, Inc. | 0.07% | — | 35,381 | $1.4M |
| AdvisorNet Financial, Inc | 0.13% | Reduce -1.8% | 33,209 | $1.4M |
| Savant Capital, LLC | 0.02% | Add +3.2% | 32,738 | $1.4M |
| Westside Investment Management, Inc. | 0.33% | Add +10.1% | 32,657 | $1.4M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -20.9% | 32,539 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.9% | 32,558 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +5.4% | 32,101 | $1.4M |
| City Center Advisors, LLC | 1.59% | — | 32,018 | $1.4M |
| Smith, Moore & Co. | 0.14% | Reduce -11.0% | 31,451 | $1.3M |
| Northeast Financial Consultants Inc | 0.06% | Add +0.5% | 31,066 | $1.3M |
| MBE Wealth Management, LLC | 0.78% | Add +0.0% | 29,994 | $1.3M |
| OMNI 360 Wealth, Inc. | 1.04% | Reduce -2.8% | 29,851 | $1.3M |
| NewEdge Wealth, LLC | 0.03% | Add +2.4% | 30,651 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.6% | 28,801 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.09% | New | 28,294 | $1.2M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -67.4% | 27,738 | $1.2M |
| Main Line Retirement Advisors, LLC | 0.91% | Reduce -10.2% | 27,325 | $1.2M |
| EPG Wealth Management LLC | 0.28% | Reduce -2.5% | 27,110 | $1.1M |
| D. E. Shaw & Co. | 0.00% | New | 26,613 | $1.1M |
| Fonville Wealth Management LLC | 0.49% | Add +12.5% | 26,310 | $1.1M |
| Creative Planning | 0.00% | Reduce -0.0% | 26,170 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Add +4.1% | 25,998 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +21.1% | 25,004 | $1.1M |
| Insigneo Advisory Services, LLC | 0.12% | Reduce -20.0% | 24,699 | $1.0M |
| L.M. Kohn & Company | 0.29% | Add +0.7% | 24,675 | $1.0M |
| Institute for Wealth Management, LLC. | 0.13% | No change | 24,646 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | Add +38.8% | 24,223 | $1.0M |
| Strategic Financial Concepts, LLC | 0.24% | New | 23,659 | $999K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 23,377 | $987K |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -2.8% | 23,011 | $972K |
| ABLE Financial Group, LLC | 0.38% | Reduce -4.2% | 22,932 | $968K |
| Purus Wealth Management, LLC | 0.48% | Reduce -1.4% | 22,920 | $968K |
| United Advisor Group, LLC | 0.36% | New | 22,636 | $956K |
| Ruggaard & Associates LLC | 0.45% | Add +15.0% | 22,289 | $941K |
| Acorn Wealth Advisors, LLC | 0.48% | Add +1.6% | 21,971 | $928K |
| Braun-Bostich & Associates Inc. | 0.77% | Reduce -26.5% | 21,707 | $917K |
| NBT Bank, N.A. | 0.06% | Reduce -12.8% | 20,558 | $868K |
| Willner & Heller, LLC | 0.85% | Add +3.6% | 20,281 | $856K |
| Keystone Financial Group | 0.12% | Add +2.1% | 19,939 | $842K |
| Flow Traders U.S. LLC | 0.04% | Reduce -77.8% | 19,576 | $827K |
| Jones Financial Companies LLLP | 0.00% | Add +342.4% | 19,295 | $815K |
| BNP Paribas Financial Markets | 0.00% | New | 19,099 | $807K |
| Eudaimonia Partners, LLC | 0.19% | Reduce -60.6% | 19,045 | $804K |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -10.0% | 18,701 | $790K |
| Sargent Investment Group, LLC | 0.17% | Reduce -3.6% | 18,584 | $785K |
| Traction Financial Partners, LLC | 0.61% | Reduce -13.9% | 18,516 | $779K |
| Realta Investment Advisors | 0.16% | Reduce -14.6% | 18,276 | $772K |
| Wetzel Investment Advisors, Inc. | 0.45% | Reduce -3.1% | 19,106 | $767K |
| Inspirion Wealth Advisors, LLC | 0.13% | Reduce -6.8% | 18,123 | $765K |
| LWM Advisory Services, LLC | 0.61% | Add +0.1% | 17,905 | $756K |
| Formidable Asset Management, LLC | 0.12% | New | 17,899 | $756K |
| Benjamin Edwards Inc. | 0.15% | Reduce -71.0% | 17,741 | $749K |
| Encompass Wealth Advisors, LLC | 0.20% | No change | 17,500 | $739K |
| Root Financial Partners, LLC | 0.22% | Reduce -32.6% | 17,308 | $731K |
| Trademark Financial Management, LLC | 0.60% | Reduce -16.6% | 17,198 | $726K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.42% | Add +0.3% | 17,172 | $725K |
| Capital Square, LLC | 0.51% | New | 17,096 | $722K |
| Synovus Financial Corp. | 0.01% | Add +3.8% | 17,093 | $722K |
| Focus Partners Wealth | 0.01% | New | 17,072 | $721K |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Reduce -3.6% | 16,979 | $717K |
| Mgo One Seven LLC | 0.04% | Reduce -4.8% | 16,950 | $716K |
| Sage Mountain Advisors LLC | 0.07% | Reduce -5.5% | 16,927 | $715K |
| Tyler-Stone Wealth Management | 0.31% | Reduce -18.5% | 16,684 | $705K |
| Clarus Wealth Advisors | 0.40% | Reduce -0.7% | 17,149 | $702K |
| Castle Rock Wealth Management, LLC | 0.19% | No change | 17,218 | $702K |
| Planning Directions Inc. | 0.49% | Reduce -13.4% | 16,580 | $700K |
| Derbend Asset Management | 0.34% | Reduce -6.3% | 16,376 | $692K |
| GeoWealth Management, LLC | 0.03% | Reduce -50.7% | 16,293 | $688K |
| FSC Wealth Advisors, LLC | 0.48% | Add +4.0% | 16,238 | $686K |
| &partners | 0.09% | New | 16,060 | $678K |
| Bernardo Wealth Planning LLC | 0.19% | Add +0.0% | 15,923 | $672K |
| Apollon Wealth Management, LLC | 0.02% | Add +66.8% | 15,581 | $658K |
| Moloney Securities Asset Management, LLC | 0.10% | Reduce -1.6% | 15,576 | $658K |
| Strategy Asset Managers LLC | 0.14% | Reduce -3.7% | 15,177 | $641K |
| Trueblood Wealth Management, LLC | 0.36% | No change | 15,024 | $634K |
| Pathstone Holdings, LLC | 0.00% | Add +0.4% | 14,853 | $627K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -9.2% | 14,772 | $624K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -17.3% | 14,674 | $620K |
| N.E.W. Advisory Services LLC | 0.07% | Reduce -1.7% | 14,665 | $619K |
| Grant/GrossMendelsohn, LLC | 0.29% | Reduce -1.8% | 14,861 | $617K |
| Perissos Private Wealth Management, LLC | 0.55% | — | 14,330 | $605K |
| MTM Investment Management, LLC | 0.25% | Reduce -1.2% | 14,244 | $602K |
| Plotkin Financial Advisors, LLC | 0.39% | Reduce -4.0% | 14,077 | $594K |
| Pinnacle Family Advisors, LLC | 0.31% | Add +1.9% | 13,979 | $590K |
| SpiderRock Advisors, LLC | 0.02% | — | 14,274 | $590K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -20.8% | 13,968 | $590K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -2.4% | 13,959 | $589K |
| 49 Wealth Management, LLC | 0.12% | Add +7.3% | 13,872 | $581K |
| HBK Sorce Advisory LLC | 0.02% | Add +32.8% | 13,674 | $577K |
| Bright Futures Wealth Management, LLC. | 0.31% | — | 13,973 | $570K |
| TriaGen Wealth Management LLC | 0.24% | Reduce -0.8% | 13,444 | $568K |
| Global Assets Advisory, LLC | 0.34% | No change | 13,520 | $566K |
| Tucker Asset Management LLC | 0.13% | Add +3.8% | 13,360 | $564K |
| Laidlaw Wealth Management LLC | 0.31% | Add +10.5% | 13,347 | $564K |
| Caprock Group, LLC | 0.03% | No change | 13,338 | $563K |
| VitalStone Financial, LLC | 0.43% | Reduce -16.6% | 13,212 | $558K |
| Keystone Wealth Services, LLC | 0.18% | Reduce -0.7% | 13,212 | $558K |
| Shakespeare Wealth Management, LLC | 0.16% | No change | 13,081 | $552K |
| Merit Financial Group, LLC | 0.01% | Reduce -32.1% | 13,416 | $552K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -6.1% | 12,829 | $542K |
| Hibernia Wealth Partners, LLC | 0.37% | Add +1.3% | 12,772 | $539K |
| Regal Investment Advisors LLC | 0.04% | Reduce -7.3% | 12,588 | $532K |
| Advisory Services Network, LLC | 0.01% | Reduce -29.1% | 12,580 | $531K |
| Cadent Capital Advisors, LLC | 0.21% | Add +0.1% | 12,480 | $527K |
| PSI Advisors, LLC | 0.19% | Reduce -93.0% | 12,301 | $519K |
| IAG Wealth Partners, LLC | 0.11% | Reduce -0.3% | 12,156 | $513K |
| Legacy Trust | 0.13% | Reduce -0.7% | 11,975 | $506K |
| Lion Street Advisors, LLC | 0.20% | No change | 12,371 | $502K |
| Tiaa Trust, National Association | 0.00% | Add +67.5% | 11,704 | $494K |
| Old Port Advisors | 0.15% | Reduce -10.3% | 11,383 | $481K |
| Quadrant Capital Group LLC | 0.04% | Reduce -9.8% | 11,343 | $479K |
| Blueprint Investment Partners LLC | 0.09% | Add +1.5% | 11,238 | $475K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +10.9% | 11,060 | $467K |
| Cerity Partners LLC | 0.00% | Reduce -7.4% | 11,026 | $466K |
| Cypress Capital Group | 0.06% | Reduce -6.4% | 10,974 | $463K |
| Archer Investment Corp | 0.14% | No change | 10,903 | $460K |
| Skyline Advisors, Inc. | 0.20% | Add +0.9% | 10,832 | $457K |
| Blue Trust, Inc. | 0.01% | No change | 10,570 | $446K |
| Keel Point, LLC | 0.05% | Add +35.0% | 10,512 | $444K |
| Summit Financial, LLC | 0.03% | Add +25.2% | 10,397 | $439K |
| Strategic Financial Partners, Ltd. | 0.24% | Reduce -7.9% | 10,379 | $438K |
| Clarity Capital Partners LLC | 0.29% | Add +26.7% | 10,357 | $437K |
| Moors & Cabot, Inc. | 0.02% | Add +3.4% | 10,329 | $436K |
| Mach-1 Financial Group, LLC | 0.33% | Reduce -92.8% | 10,225 | $432K |
| Ehrlich Financial Group | 0.36% | Reduce -0.9% | 10,032 | $424K |
| Bellevue Asset Management, LLC | 0.24% | Reduce -73.4% | 10,016 | $423K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -15.2% | 9,888 | $418K |
| PFG Investments, LLC | 0.02% | New | 9,682 | $409K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +27.4% | 9,625 | $406K |
| SFG Wealth Management, LLC. | 0.24% | Add +13.8% | 9,609 | $406K |
| Opal Wealth Advisors, LLC | 0.14% | Add +3.6% | 9,508 | $402K |
| Columbia Advisory Partners LLC | 0.40% | Reduce -0.5% | 9,410 | $397K |
| Mission Creek Capital Partners, Inc. | 0.10% | Reduce -3.1% | 9,333 | $394K |
| Sykon Capital LLC | 0.14% | Add +28.1% | 9,246 | $390K |
| MGB Wealth Management, LLC | 0.16% | No change | 9,179 | $388K |
| Fifth Third Bancorp | 0.00% | Reduce -6.2% | 9,168 | $387K |
| Stonebridge Financial Planning Group, LLC | 0.20% | No change | 9,102 | $384K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,063 | $383K |
| White Knight Strategic Wealth Advisors, LLC | 0.39% | Reduce -22.3% | 8,949 | $378K |
| LexAurum Advisors, LLC | 0.09% | Add +0.1% | 8,711 | $368K |
| Cedrus LLC | 0.20% | Reduce -1.5% | 8,700 | $367K |
| Waterfront Wealth Inc. | 0.10% | Reduce -7.5% | 8,986 | $367K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +29.0% | 8,604 | $363K |
| Fermata Advisors, LLC | 0.08% | No change | 8,591 | $363K |
| Money Concepts Capital Corp. | 0.03% | Add +1.3% | 8,483 | $358K |
| Ritholtz Wealth Management | 0.01% | Add +16.8% | 8,212 | $347K |
| Guerra Pan Advisors, LLC | 0.32% | Add +2.6% | 8,165 | $345K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -9.0% | 7,940 | $335K |
| PCA Investment Advisory Services Inc. | 0.18% | Add +9.8% | 7,790 | $329K |
| Summit Investment Advisory Services, LLC | 0.19% | Reduce -22.9% | 7,700 | $325K |
| RDA Financial Network | 0.11% | Reduce -1.4% | 7,663 | $324K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,727 | $324K |
| Citizens Financial Group Inc. | 0.01% | No change | 7,503 | $317K |
| Greenleaf Trust | 0.00% | Reduce -25.0% | 7,433 | $314K |
| Opinicus Capital, Inc. | 0.28% | Reduce -0.5% | 7,360 | $311K |
| Beaton Management Co. Inc. | 0.17% | Reduce -2.0% | 7,335 | $310K |
| Quantum Private Wealth, LLC | 0.11% | Reduce -5.0% | 7,327 | $309K |
| Gratus Wealth Advisors, LLC | 0.06% | Reduce -3.5% | 7,608 | $305K |
| TFB Advisors LLC | 0.11% | New | 7,478 | $305K |
| Core Wealth Partners LLC | 0.23% | Add +17.7% | 7,168 | $303K |
| Evanson Asset Management, LLC | 0.02% | No change | 7,167 | $303K |
| Curi Capital, LLC | 0.01% | New | 7,039 | $297K |
| Schrum Private Wealth Management LLC | 0.27% | No change | 7,009 | $296K |
| Keebeck Wealth Management | 0.04% | No change | 6,930 | $293K |
| Weitzel Financial Services, Inc. | 0.15% | Reduce -1.5% | 6,954 | $291K |
| Tudor Investment Corporation | 0.00% | New | 6,870 | $290K |
| Owen LaRue, LLC | 0.18% | Reduce -4.3% | 6,850 | $289K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +3.2% | 6,824 | $288K |
| Old Mission Investment Co LLC | 0.10% | No change | 6,820 | $288K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -66.3% | 6,709 | $283K |
| Redwood Financial Network Corp | 0.24% | Reduce -18.2% | 6,589 | $278K |
| Retirement Planning Group, LLC | 0.02% | Add +10.9% | 6,575 | $278K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.7% | 6,474 | $273K |
| Two Sigma Securities, LLC | 0.01% | New | 6,457 | $273K |
| Daymark Wealth Partners, LLC | 0.01% | Add +1.6% | 6,326 | $267K |
| Private Portfolio Partners LLC | 0.06% | Add +0.5% | 6,257 | $264K |
| TrueWealth Advisors, LLC | 0.10% | Reduce -31.6% | 6,230 | $263K |
| Diversify Advisory Services, LLC | 0.02% | — | 6,265 | $262K |
| Alta Wealth Advisors LLC | 0.13% | Add +0.0% | 6,169 | $261K |
| WMG Financial Advisors, LLC | 0.15% | Add +6.8% | 6,096 | $257K |
| Prosperity Wealth Management, Inc. | 0.12% | New | 6,053 | $256K |
| Bokf, NA | 0.00% | No change | 6,101 | $256K |
| GAMMA Investing LLC | 0.05% | No change | 6,002 | $253K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -14.1% | 5,962 | $252K |
| Csenge Advisory Group | 0.01% | Add +0.4% | 5,897 | $249K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 5,815 | $246K |
| Peak Financial Management, Inc. | 0.08% | No change | 5,800 | $245K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -10.2% | 5,679 | $240K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.4% | 5,678 | $240K |
| Mainsail Financial Group, LLC | 0.17% | Reduce -60.4% | 5,676 | $240K |
| Maltin Wealth Management, Inc. | 0.13% | No change | 5,615 | $237K |
| Founders Financial Alliance, LLC | 0.07% | Reduce -2.5% | 5,592 | $236K |
| Nilsine Partners, LLC | 0.03% | No change | 5,589 | $236K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 5,577 | $236K |
| West Michigan Advisors, LLC | 0.08% | Reduce -93.3% | 5,565 | $235K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 5,785 | $235K |
| Darwin Wealth Management, LLC | 0.06% | Reduce -13.0% | 5,501 | $232K |
| Oxler Private Wealth LLC | 0.09% | Add +0.5% | 5,422 | $229K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -4.3% | 5,285 | $223K |
| Centennial Wealth Advisory LLC | 0.10% | Reduce -24.3% | 5,278 | $223K |
| Means Investment Co., Inc. | 0.03% | Reduce -0.5% | 5,252 | $222K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.2% | 5,188 | $219K |
| Diversified, LLC | 0.03% | New | 5,158 | $218K |
| ACT Advisors, LLC. | 0.12% | Reduce -13.7% | 5,130 | $217K |
| Private Client Services, LLC | 0.14% | New | 5,089 | $215K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -9.2% | 5,188 | $214K |
| Stonebridge Capital Advisors LLC | 0.02% | New | 5,021 | $212K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -16.7% | 5,000 | $211K |
| Gilliland Jeter Wealth Management LLC | 0.07% | Reduce -16.6% | 4,983 | $210K |
| MMBG Investment Advisors Co. | 0.02% | New | 4,910 | $207K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 4,897 | $207K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -54.5% | 4,881 | $206K |
| Autumn Glory Partners, LLC | 0.10% | New | 4,776 | $202K |
| Sweet Financial Partners, LLC | 0.05% | New | 4,775 | $202K |
| WealthTrust Asset Management, LLC | 0.15% | New | 4,759 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.3% | 4,561 | $193K |
| Gen-Wealth Partners Inc | 0.09% | — | 4,429 | $187K |
| Financial Gravity Asset Management, Inc. | 0.05% | No change | 3,985 | $162K |
| Signaturefd, LLC | 0.00% | Add +160.6% | 3,714 | $157K |
| Coston, McIsaac & Partners | 0.05% | Reduce -0.5% | 3,448 | $145K |
| Voisard Asset Management Group, Inc. | 0.08% | No change | 3,200 | $135K |
| Trust Co. of Vermont | 0.01% | Reduce -11.1% | 3,200 | $135K |
| Asset Dedication, LLC | 0.01% | No change | 3,187 | $134K |
| Clearstead Advisors, LLC | 0.01% | Reduce -3.0% | 3,148 | $133K |
| Hilltop National Bank | 0.04% | — | 2,743 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -25.1% | 2,622 | $111K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Reduce -8.0% | 2,600 | $110K |
| Hills Bank & Trust Co | 0.01% | New | 2,500 | $106K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,194 | $93K |
| Ancora Advisors LLC | 0.00% | No change | 2,117 | $89K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -10.0% | 1,951 | $82K |
| Bfsg, LLC | 0.01% | New | 1,923 | $81K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,889 | $80K |
| CoreCap Advisors, LLC | 0.00% | Reduce -84.8% | 1,883 | $80K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -16.4% | 1,877 | $79K |
| Operose Advisors LLC | 0.03% | No change | 1,755 | $74K |
| Washington Trust Advisors, Inc. | 0.01% | Reduce -2.8% | 1,725 | $73K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -27.1% | 1,668 | $70K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,553 | $66K |
| Oakworth Capital, Inc. | 0.00% | Reduce -50.0% | 1,500 | $63K |
| Horizon Financial Services, LLC | 0.04% | New | 1,460 | $62K |
| North Star Investment Management Corp. | 0.00% | Add +0.2% | 1,432 | $60K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,460 | $60K |
| Creekmur Asset Management LLC | 0.02% | Reduce -37.8% | 1,397 | $59K |
| REAP Financial Group, LLC | 0.02% | Reduce -11.0% | 1,397 | $59K |
| Future Financial Wealth Managment LLC | 0.04% | New | 1,325 | $56K |
| Beacon Capital Management, LLC | 0.01% | Add +13.8% | 1,309 | $55K |
| Pacifica Partners Inc. | 0.02% | Add +1.4% | 1,329 | $55K |
| Activest Wealth Management | 0.03% | No change | 1,278 | $54K |
| Goodman Advisory Group, LLC | 0.02% | Reduce -49.4% | 1,273 | $54K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,240 | $52K |
| HM Payson & Co. | 0.00% | No change | 1,222 | $52K |
| Nemes Rush Group LLC | 0.01% | No change | 1,140 | $48K |
| Register Financial Advisors LLC | 0.02% | New | 1,113 | $47K |
| Valley National Advisers Inc. | 0.01% | Reduce -50.0% | 1,094 | $46K |
| Accordant Advisory Group Inc | 0.03% | — | 1,016 | $43K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,000 | $42K |
| Glassman Wealth Services | 0.01% | Reduce -51.2% | 991 | $42K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 990 | $42K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 906 | $38K |
| Compass Wealth Management LLC | 0.01% | No change | 888 | $38K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -69.5% | 848 | $36K |
| Investors Research Corp | 0.01% | Add +166.5% | 842 | $36K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 750 | $32K |
| West Financial Advisors, LLC | 0.01% | No change | 718 | $30K |
| Kozak & Associates, Inc. | 0.01% | Reduce -48.4% | 627 | $27K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.1% | 620 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -36.7% | 575 | $24K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -23.8% | 541 | $23K |
| LRI Investments, LLC | 0.01% | — | 514 | $22K |
| Scarborough Advisors, LLC | 0.01% | Add +1.2% | 507 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 502 | $21K |
| Park Place Capital Corp | 0.01% | No change | 500 | $21K |
| Front Row Advisors LLC | 0.01% | Add +1768.0% | 467 | $20K |
| Citizens National Bank Trust Department | 0.00% | No change | 450 | $19K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -16.3% | 431 | $18K |
| AllSquare Wealth Management LLC | 0.01% | No change | 425 | $18K |
| Kelly Financial Services LLC | 0.01% | Add +0.5% | 394 | $17K |
| PFS Partners, LLC | 0.01% | Add +0.3% | 387 | $16K |
| Princeton Global Asset Management LLC | 0.00% | No change | 300 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 271 | $11K |
| Whittier Trust Co. | 0.00% | Add +1.2% | 250 | $11K |
| Aspire Private Capital, LLC | 0.00% | No change | 222 | $9K |
| Caldwell Trust Co | 0.00% | No change | 200 | $8K |
| Nordwand Advisors, LLC | 0.00% | Reduce -75.6% | 171 | $7K |
| Clear Point Advisors Inc. | 0.01% | Add +1.2% | 167 | $7K |
| JNBA Financial Advisors | 0.00% | No change | 150 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 148 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 100 | $4K |
| Global Wealth Strategies & Associates | 0.00% | New | 70 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -55.3% | 67 | $3K |
| Eukles Asset Management | 0.00% | No change | 61 | $3K |
| Main Street Group, LTD | 0.00% | No change | 43 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -79.5% | 32 | $1K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 14 | $593 |
"% of holder's portfolio" is FVD's weight in each manager's 13F, not the share of First Trust Value Line DVD the manager owns.