First Trust Value Line DVDFVDETF
13F holders, Q1 2025 (March 31)587holders −6
38new positions
42sold out
3famous investors
$44.57avg. 13F price*
At the end of Q1 2025, 587 institutions reported holding First Trust Value Line DVD (FVD) in their 13F filings, down 6 from Q4 2024. 38 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($890.7M), LPL Financial LLC ($787.4M) and Bank of America Corp. ($297.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $17.0M |
| Exits | 42 | $19.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,391,180 shares bought and 7,207,094 shares sold, net −3,815,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 587 holders
| Morgan Stanley | 0.06% | Reduce -5.0% | 19,975,872 | $890.7M |
| LPL Financial LLC | 0.31% | Add +0.2% | 17,658,134 | $787.4M |
| Bank of America Corp. | 0.03% | Reduce -9.2% | 6,676,081 | $297.7M |
| Raymond James Financial Inc. | 0.11% | Reduce -6.2% | 6,281,812 | $280.1M |
| Wells Fargo & Company | 0.07% | Reduce -6.0% | 6,262,572 | $279.2M |
| Ameriprise Financial Inc. | 0.06% | Reduce -1.1% | 4,821,901 | $214.2M |
| UBS Group AG | 0.04% | Reduce -4.4% | 3,969,158 | $177.0M |
| Royal Bank of Canada | 0.04% | Reduce -2.8% | 3,771,838 | $168.2M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -1.3% | 3,293,552 | $146.9M |
| Commonwealth Equity Services, LLC | 0.20% | Add +12.7% | 3,089,246 | $137.7M |
| Osaic Holdings, Inc. | 0.26% | Add +59.7% | 2,569,740 | $114.6M |
| Stifel Financial Corp. | 0.11% | Reduce -1.5% | 2,263,274 | $100.9M |
| Cetera Investment Advisers | 0.18% | Reduce -0.4% | 2,040,355 | $91.0M |
| JPMorgan Chase & Co. | 0.01% | Add +6.4% | 2,000,756 | $89.2M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.9% | 1,825,391 | $81.4M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -3.4% | 1,598,203 | $71.3M |
| Truist Financial Corp. | 0.10% | Reduce -1.3% | 1,358,615 | $60.6M |
| Baird Financial Group, Inc. | 0.09% | Reduce -3.6% | 1,102,500 | $49.2M |
| Private Advisor Group, LLC | 0.28% | Reduce -16.7% | 1,028,744 | $45.9M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -3.4% | 954,941 | $42.6M |
| Prospera Financial Services Inc | 0.86% | Add +1.8% | 839,426 | $37.4M |
| New England Private Wealth Advisors LLC | 5.23% | Reduce -0.8% | 758,187 | $33.8M |
| Harbour Investments, Inc. | 0.87% | Reduce -10.0% | 679,536 | $30.3M |
| Intellus Advisors LLC | 5.05% | Add +2.3% | 647,659 | $28.9M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -6.0% | 604,896 | $27.0M |
| Larson Financial Group LLC | 1.27% | Add +2.3% | 597,913 | $26.7M |
| Victory Financial Group, LLC | 4.66% | Add +7.6% | 547,013 | $24.3M |
| MML Investors Services, LLC | 0.08% | Add +0.5% | 512,718 | $22.9M |
| Avantax Advisory Services, Inc. | 0.14% | Reduce -6.6% | 507,807 | $22.6M |
| Park National Corp. | 0.79% | Reduce -1.3% | 484,690 | $21.6M |
| Benjamin Edwards Inc. | 0.30% | Reduce -4.9% | 478,177 | $21.3M |
| D.A. Davidson & Co. | 0.17% | Reduce -3.1% | 463,249 | $20.7M |
| Golden State Wealth Management, LLC | 3.05% | Reduce -0.8% | 460,220 | $20.5M |
| Mariner, LLC | 0.03% | Add +3.3% | 458,595 | $20.4M |
| Citigroup Inc. | 0.02% | Reduce -0.1% | 450,122 | $20.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.0% | 437,262 | $19.5M |
| Atria Wealth Solutions, Inc. | 0.23% | Reduce -4.9% | 425,908 | $19.0M |
| Beacon Financial Group | 2.05% | Reduce -3.9% | 421,511 | $18.8M |
| IFG Advisory, LLC | 1.03% | Reduce -3.5% | 415,558 | $18.5M |
| Petix & Botte Co | 4.81% | Reduce -9.1% | 409,745 | $18.3M |
| NewEdge Advisors, LLC | 0.09% | Reduce -1.6% | 358,362 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +1.8% | 344,757 | $15.4M |
| BostonPremier Wealth LLC | 9.52% | Add +11.0% | 343,769 | $15.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.3% | 330,904 | $14.8M |
| Jones Financial Companies LLLP | 0.01% | Add +53.0% | 326,927 | $14.5M |
| Stratos Wealth Partners, LTD. | 0.22% | Reduce -6.8% | 318,348 | $14.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -33.2% | 312,917 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.12% | Reduce -1.6% | 310,812 | $13.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.2% | 307,149 | $13.7M |
| Hobart Private Capital, LLC | 3.31% | Add +1.1% | 296,484 | $13.2M |
| US Bancorp \de | 0.02% | Add +1.9% | 286,054 | $12.8M |
| Commerce Bank | 0.08% | No change | 283,723 | $12.7M |
| Kaye Capital Management | 5.16% | Reduce -0.6% | 283,225 | $12.6M |
| Rehmann Capital Advisory Group | 0.77% | Add +2.4% | 275,194 | $12.3M |
| Cwm, LLC | 0.05% | Reduce -4.5% | 266,163 | $11.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -1.0% | 260,919 | $11.6M |
| WealthCare Investment Partners, LLC | 4.87% | Add +5.9% | 270,585 | $11.5M |
| Apexium Financial, LP | 0.67% | Reduce -3.5% | 250,835 | $11.2M |
| Prosperity Consulting Group, LLC | 0.86% | Reduce -2.6% | 249,246 | $11.1M |
| Silver Oak Securities, Incorporated | 1.03% | Reduce -4.3% | 249,651 | $11.0M |
| Beacon Financial Advisory LLC | 3.26% | Reduce -2.9% | 241,108 | $10.8M |
| Claris Financial LLC | 7.03% | No change | 245,128 | $10.7M |
| Integrated Wealth Concepts LLC | 0.12% | Add +8.3% | 235,957 | $10.5M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -17.2% | 235,127 | $10.5M |
| Holistic Financial Partners | 4.96% | Add +5.4% | 230,765 | $10.3M |
| Blair William & Co. | 0.03% | Reduce -5.4% | 214,112 | $9.5M |
| IFP Advisors, Inc | 0.29% | Reduce -10.1% | 210,330 | $9.4M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +1.8% | 209,150 | $9.3M |
| BlueChip Wealth Advisors LLC | 4.48% | Add +12.9% | 204,553 | $9.1M |
| Assetmark, Inc. | 0.02% | Reduce -1.2% | 202,745 | $9.0M |
| Solano Wealth Investment Advisors LLC | 5.53% | Add +288.7% | 200,286 | $8.9M |
| Flagstar Securities, Inc. | 2.22% | Reduce -1.7% | 194,783 | $8.7M |
| PCG Wealth Advisors, LLC | 3.00% | Reduce -13.7% | 192,697 | $8.6M |
| Equitable Holdings, Inc. | 0.08% | Reduce -0.1% | 189,617 | $8.5M |
| 1ST Source Bank | 0.49% | Add +1.1% | 187,521 | $8.4M |
| Concentrum Wealth Management | 3.09% | Add +7.7% | 186,858 | $8.3M |
| Creative Planning | 0.01% | Add +415.6% | 186,381 | $8.3M |
| Gateway Wealth Partners, LLC | 1.76% | Reduce -0.9% | 176,164 | $7.9M |
| Crumly & Associates Inc. | 2.09% | Reduce -0.2% | 170,006 | $7.6M |
| Independent Advisor Alliance | 0.25% | Reduce -52.1% | 169,961 | $7.6M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -2.8% | 162,388 | $7.2M |
| Clear Creek Financial Management, LLC | 0.74% | Reduce -8.3% | 159,875 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +0.4% | 159,405 | $7.1M |
| Strategic Family Wealth Counselors, L.L.C. | 2.30% | Add +0.7% | 158,403 | $7.1M |
| Marshall Investment Management, LLC | 4.37% | Add +169.1% | 157,777 | $7.0M |
| Cherry Creek Investment Advisors, Inc. | 3.65% | Add +10.8% | 157,347 | $7.0M |
| Harvest Investment Services, LLC | 1.95% | Add +2.8% | 157,031 | $7.0M |
| Caliber Wealth Management, LLC / KS | 0.95% | — | 156,766 | $7.0M |
| Higgins & Schmidt Wealth Strategies LLC | 4.11% | Reduce -3.3% | 156,182 | $7.0M |
| Wedbush Securities Inc. | 0.25% | Add +4.1% | 154,560 | $6.9M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -1.5% | 153,310 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -1.5% | 153,310 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.3% | 152,245 | $6.8M |
| Pine Valley Investments Ltd Liability Co | 0.43% | Reduce -6.0% | 150,249 | $6.7M |
| IHT Wealth Management, LLC | 0.21% | Reduce -0.5% | 150,135 | $6.7M |
| AE Wealth Management LLC | 0.05% | Reduce -4.7% | 143,337 | $6.4M |
| Atria Investments, Inc | 0.08% | Reduce -15.1% | 140,350 | $6.3M |
| Moment Partners, LLC | 1.23% | Reduce -1.0% | 139,027 | $6.2M |
| Allworth Financial LP | 0.03% | Reduce -1.6% | 140,159 | $6.1M |
| Atlas Legacy Advisors, LLC | 1.55% | Reduce -1.9% | 136,778 | $6.1M |
| DHJJ Financial Advisors, Ltd. | 2.45% | Reduce -4.6% | 136,371 | $6.1M |
| 1776 Wealth LLC | 2.71% | Reduce -2.7% | 132,542 | $5.9M |
| Towerpoint Wealth, LLC | 2.82% | Add +2.3% | 127,602 | $5.7M |
| CLG LLC | 1.95% | Reduce -1.0% | 125,955 | $5.6M |
| StoneX Group Inc. | 0.29% | Reduce -0.9% | 120,522 | $5.4M |
| Wagner Wealth Management, LLC | 1.34% | Add +0.6% | 120,303 | $5.4M |
| Citadel Advisors | 0.01% | Add +181.3% | 120,098 | $5.4M |
| FSB Premier Wealth Management, Inc. | 2.07% | Reduce -1.5% | 118,836 | $5.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -12.8% | 117,091 | $5.2M |
| Obsidian Cio, LLC | 0.83% | Reduce -45.9% | 114,513 | $5.1M |
| Balanced Wealth Group LLC | 2.47% | Reduce -0.1% | 114,461 | $5.1M |
| Kraft, Davis & Associates, LLC | 1.62% | Add +0.1% | 116,392 | $5.0M |
| Western Wealth Management, LLC | 0.33% | Reduce -4.0% | 111,024 | $5.0M |
| Snowden Capital Advisors LLC | 0.16% | Reduce -16.9% | 110,698 | $4.9M |
| Sigma Planning Corp | 0.16% | Add +0.6% | 110,189 | $4.9M |
| Arkadios Wealth Advisors | 0.18% | Reduce -2.4% | 109,145 | $4.9M |
| Treasure Coast Financial Planning | 2.98% | Add +4.2% | 107,795 | $4.8M |
| Family Capital Management, Inc. | 2.95% | Reduce -0.5% | 107,359 | $4.8M |
| Proactive Wealth Strategies LLC | 2.52% | Reduce -22.3% | 106,027 | $4.7M |
| Barrett & Company, Inc. | 1.99% | Reduce -0.6% | 103,808 | $4.6M |
| &partners | 0.05% | Add +4.0% | 104,635 | $4.6M |
| Virtu Financial LLC | 0.25% | Add +60.1% | 101,619 | $4.5M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.69% | Reduce -7.5% | 101,528 | $4.5M |
| Kovack Advisors, Inc. | 0.48% | Reduce -1.4% | 100,898 | $4.5M |
| GPS Wealth Strategies Group, LLC | 0.60% | Reduce -16.4% | 100,115 | $4.5M |
| Mutual Advisors, LLC | 0.13% | Add +7.9% | 102,538 | $4.4M |
| Fairvoy Private Wealth, LLC | 1.22% | Add +1169.8% | 99,144 | $4.4M |
| Southland Equity Partners LLC | 1.02% | Reduce -1.2% | 98,420 | $4.4M |
| Morey & Quinn Wealth Partners, LLC | 3.63% | Add +1.7% | 98,316 | $4.4M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.49% | Add +50.4% | 95,288 | $4.2M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -22.7% | 96,745 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.29% | Reduce -9.3% | 94,459 | $4.2M |
| Signature Estate & Investment Advisors LLC | 0.11% | Reduce -4.0% | 93,846 | $4.2M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -1.1% | 94,812 | $4.2M |
| Advisory Alpha, LLC | 0.14% | Reduce -2.4% | 90,894 | $4.1M |
| Harbor Investment Advisory, LLC | 0.39% | Reduce -4.7% | 90,734 | $4.0M |
| Goldstein Advisors, LLC | 0.59% | Reduce -0.1% | 90,512 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Reduce -2.0% | 90,045 | $4.0M |
| Coppell Advisory Solutions LLC | 0.52% | Reduce -42.6% | 86,348 | $3.8M |
| KPP Advisory Services LLC | 0.70% | Reduce -3.7% | 83,086 | $3.7M |
| Intrua Financial, LLC | 0.58% | Reduce -7.6% | 82,430 | $3.7M |
| Kaydan Wealth Management, Inc. | 1.17% | Reduce -0.8% | 82,026 | $3.7M |
| Secure Asset Management, LLC | 0.74% | Reduce -0.3% | 81,851 | $3.6M |
| Flow Traders U.S. LLC | 0.15% | Reduce -50.4% | 81,132 | $3.6M |
| Stablepoint Partners, LLC | 0.65% | Reduce -13.6% | 80,842 | $3.6M |
| Cottonwood Capital Advisors, LLC | 2.64% | Reduce -1.8% | 80,489 | $3.6M |
| Barnes Pettey Financial Advisors, LLC | 2.77% | Reduce -23.6% | 79,735 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.4% | 79,238 | $3.5M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -16.2% | 78,951 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Reduce -1.3% | 78,280 | $3.5M |
| Iams Wealth Management, LLC | 1.58% | Reduce -25.0% | 77,500 | $3.5M |
| Focus Partners Wealth | 0.01% | Add +4.9% | 76,995 | $3.4M |
| Kraematon Investment Advisors, Inc. | 3.48% | Reduce -1.1% | 76,714 | $3.4M |
| International Assets Investment Management, LLC | 0.30% | Reduce -0.0% | 76,714 | $3.4M |
| World Investment Advisors | 0.09% | Reduce -58.5% | 75,770 | $3.4M |
| Cozad Asset Management Inc. | 0.33% | Reduce -4.1% | 75,021 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +7.7% | 74,665 | $3.3M |
| Kennedy Investment Group, Inc. | 1.52% | Reduce -4.6% | 73,405 | $3.3M |
| Next Level Private LLC | 1.20% | Reduce -1.4% | 72,445 | $3.2M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.5% | 72,016 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +375.9% | 72,015 | $3.2M |
| FMR LLC | 0.00% | Add +60.9% | 72,006 | $3.2M |
| Comerica Bank | 0.01% | Reduce -0.9% | 70,923 | $3.2M |
| Stephens Inc. | 0.05% | Add +0.0% | 70,719 | $3.2M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -17.8% | 70,436 | $3.1M |
| Waverly Advisors, LLC | 0.04% | Add +2.4% | 68,174 | $3.0M |
| Elevated Capital Advisors, LLC | 0.85% | Reduce -10.5% | 67,961 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +5.4% | 67,443 | $3.0M |
| PFG Advisors | 0.17% | Reduce -15.3% | 66,769 | $3.0M |
| OneAscent Financial Services LLC | 0.19% | Add +2.4% | 65,987 | $2.9M |
| Crux Wealth Advisors | 1.52% | Reduce -1.0% | 65,585 | $2.9M |
| Park Avenue Securities LLC | 0.04% | Add +14.4% | 64,750 | $2.9M |
| Retirement Guys Formula LLC | 1.41% | Reduce -3.2% | 63,590 | $2.8M |
| Lanark Financial, Inc. | 0.24% | — | 63,220 | $2.8M |
| Nwam LLC | 0.24% | Add +4.8% | 62,973 | $2.8M |
| Acorn Financial Advisory Services Inc. | 0.49% | Reduce -15.3% | 60,898 | $2.7M |
| Arax Advisory Partners | 0.17% | Add +267.7% | 59,758 | $2.7M |
| Continuum Advisory, LLC | 0.34% | Reduce -4.2% | 58,838 | $2.6M |
| Principal Securities, Inc. | 0.06% | No change | 60,070 | $2.6M |
| ERn Financial, LLC | 0.40% | Reduce -11.0% | 56,903 | $2.5M |
| Claro Advisors Inc. | 0.34% | Add +0.1% | 56,752 | $2.5M |
| Perennial Investment Advisors, LLC | 0.28% | Reduce -9.8% | 56,548 | $2.5M |
| TFG Advisers LLC | 0.91% | Reduce -0.4% | 56,028 | $2.5M |
| Main Street Financial Solutions, LLC | 0.21% | Add +785.4% | 54,681 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.07% | Add +21.2% | 51,830 | $2.3M |
| Medallion Wealth Advisors, LLC | 1.04% | Reduce -2.9% | 51,450 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -56.3% | 51,277 | $2.3M |
| Pursue Wealth Partners LLC | 1.38% | No change | 50,671 | $2.3M |
| Triumph Capital Management | 0.75% | Add +9.8% | 50,623 | $2.3M |
| Finward Bancorp | 1.94% | Reduce -0.6% | 50,211 | $2.2M |
| Pacific Sun Financial Corp | 1.26% | Reduce -0.0% | 49,784 | $2.2M |
| Midwest Financial Network, LLC | 2.18% | Add +3.1% | 49,013 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 48,900 | $2.2M |
| Advance Capital Management, Inc. | 0.10% | Reduce -30.7% | 48,303 | $2.2M |
| Spire Wealth Management | 0.07% | Add +2.4% | 48,242 | $2.2M |
| Laurel Wealth Planning LLC | 1.42% | Reduce -0.2% | 48,081 | $2.1M |
| Olde Wealth Management, LLC | 0.76% | Reduce -11.4% | 48,001 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.8% | 47,607 | $2.1M |
| Asset Allocation Strategies LLC | 0.53% | Add +266.6% | 47,522 | $2.1M |
| Whitaker-Myers Wealth Managers, LTD. | 0.59% | Reduce -1.1% | 46,919 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -2.6% | 46,763 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -6.6% | 46,493 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.15% | Reduce -24.9% | 45,813 | $2.0M |
| Private Trust Co. NA | 0.21% | Add +1.8% | 45,334 | $2.0M |
| Accel Wealth Management | 0.72% | Reduce -4.2% | 44,476 | $2.0M |
| Sovran Advisors, LLC | 0.25% | Reduce -18.7% | 44,410 | $1.9M |
| RFG Advisory, LLC | 0.05% | Add +0.2% | 41,960 | $1.9M |
| Centurion Wealth Management LLC | 0.58% | No change | 42,674 | $1.9M |
| LaSalle St. Investment Advisors, LLC | 0.44% | New | 41,701 | $1.9M |
| First Heartland Consultants, Inc. | 0.19% | Reduce -34.8% | 41,543 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -8.5% | 41,283 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Reduce -2.7% | 40,487 | $1.8M |
| TCFG Wealth Management, LLC | 0.90% | Reduce -0.6% | 39,818 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +6.5% | 39,492 | $1.8M |
| Strategic Blueprint, LLC | 0.10% | Reduce -34.6% | 39,275 | $1.8M |
| Apollon Financial, LLC | 0.41% | Reduce -7.5% | 39,051 | $1.7M |
| Westside Investment Management, Inc. | 0.37% | Add +0.8% | 38,765 | $1.7M |
| Waterloo Capital, L.P. | 0.16% | Add +6.4% | 38,699 | $1.7M |
| Global Assets Advisory, LLC | 0.32% | Add +197.8% | 40,260 | $1.7M |
| Walker Asset Management, LLC | 1.03% | Reduce -0.4% | 37,933 | $1.7M |
| Mission Financial Group, LLC | 1.54% | — | 35,365 | $1.7M |
| FWG Holdings, LLC | 0.81% | Reduce -16.3% | 37,685 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -8.5% | 36,498 | $1.6M |
| Virtue Capital Management, LLC | 0.19% | New | 36,480 | $1.6M |
| Key Client Fiduciary Advisors, LLC | 0.75% | Add +14.2% | 36,446 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -21.2% | 36,270 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -7.5% | 35,941 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.57% | Add +0.1% | 35,761 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.14% | Reduce -14.9% | 35,500 | $1.6M |
| Spectrum Wealth Advisory Group, LLC | 0.75% | Reduce -5.2% | 34,887 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Reduce -10.2% | 34,828 | $1.6M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -20.5% | 34,363 | $1.5M |
| QTR Family Wealth, LLC | 1.15% | — | 34,347 | $1.5M |
| Founders Financial Securities LLC | 0.13% | Reduce -0.2% | 35,171 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 34,217 | $1.5M |
| AQR Capital Management | 0.00% | Add +52.7% | 33,775 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -29.4% | 33,521 | $1.5M |
| Purus Wealth Management, LLC | 0.63% | Reduce -1.4% | 33,345 | $1.5M |
| Integrity Alliance, Llc. | 0.06% | New | 33,279 | $1.5M |
| Venture Visionary Partners LLC | 0.06% | Reduce -5.1% | 33,024 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | No change | 31,680 | $1.5M |
| tru Independence LLC | 0.45% | Reduce -2.8% | 32,601 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +3.6% | 32,591 | $1.5M |
| Blueprint Investment Partners LLC | 0.26% | Reduce -3.5% | 32,418 | $1.4M |
| MBE Wealth Management, LLC | 0.69% | Add +4.6% | 32,139 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -4.4% | 31,942 | $1.4M |
| Denver Wealth Management, Inc. | 0.64% | Reduce -2.4% | 31,569 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -14.1% | 31,180 | $1.4M |
| Strategic Financial Concepts, LLC | 0.26% | Add +12.2% | 31,122 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.65% | Reduce -7.0% | 30,947 | $1.4M |
| Sequent Planning LLC | 0.49% | Add +3.1% | 30,590 | $1.4M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -6.9% | 29,961 | $1.3M |
| Good Life Advisors, LLC | 0.09% | Reduce -2.3% | 29,784 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Add +7.2% | 29,409 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 28,846 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -31.6% | 28,806 | $1.3M |
| First Command Advisory Services, Inc. | 0.01% | Reduce -12.1% | 28,798 | $1.3M |
| Keystone Financial Group | 0.13% | Add +18.6% | 28,757 | $1.3M |
| Smith, Moore & Co. | 0.12% | Reduce -5.8% | 28,086 | $1.3M |
| Savvy Advisors, Inc. | 0.13% | Add +9.3% | 27,980 | $1.2M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -5.8% | 27,851 | $1.2M |
| Fonville Wealth Management LLC | 0.37% | Add +5.3% | 27,848 | $1.2M |
| Northeast Financial Consultants Inc | 0.05% | Add +0.6% | 27,760 | $1.2M |
| BridgePort Financial Solutions, LLC | 0.56% | Add +2.6% | 27,638 | $1.2M |
| Pinnacle Family Advisors, LLC | 0.66% | Add +24.3% | 27,340 | $1.2M |
| GGM Financial LLC | 0.78% | Add +0.1% | 25,601 | $1.1M |
| Winebrenner Capital Management LLC | 1.01% | Reduce -1.3% | 25,206 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | Reduce -6.4% | 24,965 | $1.1M |
| Capital Square, LLC | 0.65% | Add +3.0% | 24,791 | $1.1M |
| Institute for Wealth Management, LLC. | 0.14% | No change | 24,646 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +6.6% | 24,635 | $1.1M |
| Camelot Portfolios, LLC | 0.68% | New | 24,517 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +84.4% | 24,345 | $1.1M |
| RVW Wealth, LLC | 0.10% | Reduce -67.4% | 24,265 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.5% | 24,179 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -3.8% | 23,829 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +262.5% | 23,651 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | Add +81.2% | 23,086 | $1.0M |
| Prudential PLC | 0.01% | New | 23,000 | $1.0M |
| Lighthouse Wealth Management Inc. | 0.94% | Reduce -1.5% | 22,953 | $1.0M |
| Main Line Retirement Advisors, LLC | 0.66% | Add +0.4% | 22,847 | $1.0M |
| Argyle Capital Partners, LLC | 0.87% | Add +19.0% | 22,786 | $1.0M |
| HBW Advisory Services LLC | 0.14% | Reduce -25.2% | 22,685 | $1.0M |
| Richmond Investment Services, LLC | 0.54% | Reduce -11.0% | 22,214 | $991K |
| Tyler-Stone Wealth Management | 0.17% | Reduce -7.9% | 21,872 | $975K |
| Mgo One Seven LLC | 0.04% | Add +5.4% | 21,397 | $954K |
| Octavia Wealth Advisors, LLC | 0.12% | Reduce -9.8% | 21,306 | $950K |
| Holos Integrated Wealth LLC | 0.61% | Reduce -0.1% | 20,969 | $935K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -5.2% | 20,900 | $932K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +16.9% | 20,782 | $927K |
| ABLE Financial Group, LLC | 0.26% | Reduce -13.8% | 20,529 | $915K |
| Farther Finance Advisors, LLC | 0.02% | Add +1991.7% | 20,436 | $911K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +4.3% | 20,143 | $898K |
| Ameriflex Group, Inc. | 0.37% | Reduce -51.0% | 20,113 | $897K |
| EPG Wealth Management LLC | 0.24% | Reduce -19.1% | 19,705 | $879K |
| Peak Planning Group, LLC | 0.37% | Reduce -9.9% | 19,680 | $878K |
| Formidable Asset Management, LLC | 0.14% | No change | 19,022 | $848K |
| Moloney Securities Asset Management, LLC | 0.12% | Add +7.1% | 18,962 | $846K |
| IMG Wealth Management, Inc. | 0.76% | Reduce -14.2% | 18,904 | $843K |
| SLT Holdings LLC | 0.84% | Reduce -8.4% | 18,881 | $842K |
| Integrated Advisors Network LLC | 0.04% | Reduce -10.1% | 18,745 | $836K |
| Topsail Wealth Management, LLC | 0.17% | Reduce -1.1% | 18,681 | $833K |
| Santori & Peters, Inc. | 0.34% | Reduce -38.5% | 18,660 | $832K |
| Caprock Group, LLC | 0.02% | No change | 18,338 | $818K |
| OMNI 360 Wealth, Inc. | 0.54% | Reduce -31.0% | 18,143 | $809K |
| Acorn Wealth Advisors, LLC | 0.33% | Add +0.2% | 17,993 | $802K |
| Virtus Wealth Solutions LLC | 0.24% | Add +7.5% | 17,992 | $802K |
| Twin Peaks Wealth Advisors, LLC | 0.36% | Reduce -5.9% | 18,276 | $786K |
| Encompass Wealth Advisors, LLC | 0.32% | No change | 17,500 | $780K |
| Trueblood Wealth Management, LLC | 0.36% | No change | 17,269 | $770K |
| Integrity Financial Corp | 0.43% | Reduce -3.4% | 17,022 | $759K |
| N.E.W. Advisory Services LLC | 0.06% | Add +89.2% | 16,996 | $758K |
| Hilltop Holdings Inc. | 0.05% | Reduce -0.9% | 16,925 | $755K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.42% | Add +0.1% | 16,893 | $753K |
| NorthCoast Asset Management LLC | 0.00% | Add +6.7% | 16,813 | $750K |
| Willner & Heller, LLC | 0.69% | Reduce -12.1% | 16,772 | $748K |
| Natixis Advisors, LLC | 0.00% | Reduce -9.9% | 16,653 | $743K |
| Sargent Investment Group, LLC | 0.12% | Reduce -2.4% | 16,519 | $737K |
| FSC Wealth Advisors, LLC | 0.48% | Reduce -2.9% | 16,430 | $733K |
| Icon Wealth Advisors, LLC | 0.06% | No change | 16,426 | $732K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -15.4% | 16,319 | $728K |
| Castle Rock Wealth Management, LLC | 0.19% | No change | 16,218 | $721K |
| Insigneo Advisory Services, LLC | 0.07% | Reduce -0.6% | 16,114 | $719K |
| RFG - Bristol Wealth Advisors, LLC | 0.24% | Add +232.0% | 15,967 | $712K |
| Columbia Advisory Partners LLC | 0.61% | Add +76.1% | 15,804 | $705K |
| CreativeOne Wealth, LLC | 0.02% | Add +42.2% | 15,563 | $694K |
| Wetzel Investment Advisors, Inc. | 0.35% | Reduce -12.3% | 15,542 | $693K |
| Bison Wealth, LLC | 0.06% | Reduce -9.2% | 15,493 | $691K |
| Clarity Capital Partners LLC | 0.28% | Add +5.3% | 15,360 | $685K |
| LeClair Wealth Partners LLC | 0.49% | Reduce -16.9% | 15,340 | $684K |
| Two Sigma Securities, LLC | 0.10% | New | 15,318 | $683K |
| PMG Wealth Management, Inc. | 0.73% | No change | 15,316 | $683K |
| PTM Wealth Management, LLC | 0.71% | — | 16,676 | $677K |
| Inspirion Wealth Advisors, LLC | 0.09% | Reduce -0.6% | 15,120 | $674K |
| Legacy Capital Wealth Partners, LLC | 0.16% | New | 14,932 | $666K |
| Sage Mountain Advisors LLC | 0.05% | Reduce -2.7% | 14,861 | $663K |
| Tidemark, LLC | 0.24% | Reduce -14.7% | 14,476 | $645K |
| 49 Wealth Management, LLC | 0.08% | Add +30.6% | 14,466 | $645K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.1% | 14,190 | $633K |
| Mezzasalma Advisors, LLC | 0.22% | Reduce -0.9% | 14,060 | $627K |
| Trademark Financial Management, LLC | 0.47% | Reduce -2.8% | 13,798 | $615K |
| Summit Financial, LLC | 0.02% | Add +25.0% | 13,723 | $612K |
| 4WEALTH Advisors, Inc. | 0.68% | Add +15.9% | 13,686 | $610K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.26% | Add +0.1% | 13,564 | $605K |
| City Center Advisors, LLC | 0.71% | Reduce -5.1% | 13,556 | $604K |
| Synergy Investment Management, LLC | 0.25% | Reduce -9.2% | 13,516 | $603K |
| Sykon Capital LLC | 0.23% | Reduce -35.8% | 13,494 | $602K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -3.3% | 13,420 | $598K |
| Strategy Asset Managers LLC | 0.12% | Reduce -2.5% | 13,305 | $593K |
| LWM Advisory Services, LLC | 0.41% | No change | 13,259 | $591K |
| Centaurus Financial, Inc. | 0.04% | Reduce -0.1% | 13,200 | $589K |
| MTM Investment Management, LLC | 0.23% | Reduce -0.8% | 13,190 | $588K |
| NBT Bank, N.A. | 0.04% | Reduce -55.4% | 12,967 | $578K |
| Shakespeare Wealth Management, LLC | 0.15% | No change | 12,929 | $577K |
| Traction Financial Partners, LLC | 0.44% | Reduce -19.4% | 12,703 | $566K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +60.0% | 12,538 | $559K |
| Perissos Private Wealth Management, LLC | 0.51% | Reduce -8.7% | 12,522 | $558K |
| TriaGen Wealth Management LLC | 0.20% | Reduce -6.6% | 12,507 | $558K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -8.1% | 12,457 | $555K |
| Trilogy Capital Inc. | 0.03% | Reduce -98.9% | 12,218 | $545K |
| Cadent Capital Advisors, LLC | 0.21% | Add +0.4% | 12,157 | $542K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.0% | 12,135 | $541K |
| Private Client Services, LLC | 0.27% | Reduce -0.9% | 12,054 | $537K |
| Keel Point, LLC | 0.04% | Add +5.8% | 12,029 | $536K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -83.6% | 11,894 | $530K |
| Root Financial Partners, LLC | 0.06% | Reduce -0.8% | 11,721 | $523K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -3.7% | 11,716 | $522K |
| Grant/GrossMendelsohn, LLC | 0.28% | No change | 11,808 | $512K |
| United Advisor Group, LLC | 0.10% | Reduce -10.2% | 11,318 | $505K |
| Bellevue Asset Management, LLC | 0.27% | Reduce -0.2% | 11,192 | $499K |
| Planning Directions Inc. | 0.21% | Reduce -3.6% | 11,182 | $499K |
| Bernardo Wealth Planning LLC | 0.12% | Reduce -7.2% | 11,129 | $496K |
| Citizens Financial Group Inc. | 0.01% | Add +45.7% | 11,013 | $491K |
| Compass Capital Corp. /Ma/ | 0.26% | Reduce -15.0% | 11,593 | $488K |
| Wealth Watch Advisors, INC | 0.40% | Add +16.4% | 10,929 | $487K |
| PSI Advisors, LLC | 0.16% | No change | 10,923 | $487K |
| Archer Investment Corp | 0.13% | No change | 10,903 | $486K |
| Elios Financial Group Inc. | 0.24% | No change | 10,691 | $477K |
| SFG Wealth Management, LLC. | 0.23% | Add +1.6% | 10,688 | $477K |
| Blue Trust, Inc. | 0.01% | Reduce -21.7% | 10,570 | $471K |
| GAMMA Investing LLC | 0.04% | Add +1.4% | 10,473 | $467K |
| Lion Street Advisors, LLC | 0.15% | Reduce -14.5% | 10,409 | $464K |
| Leo Wealth, LLC | 0.07% | New | 10,391 | $463K |
| Plotkin Financial Advisors, LLC | 0.28% | Reduce -13.7% | 10,305 | $459K |
| Advisor Resource Council | 0.04% | New | 10,299 | $459K |
| Strategic Financial Partners, Ltd. | 0.24% | Add +4.2% | 10,280 | $458K |
| Cerity Partners LLC | 0.00% | Add +53.6% | 10,216 | $456K |
| Old Port Advisors | 0.13% | Reduce -4.5% | 10,050 | $448K |
| Owen LaRue, LLC | 0.22% | Reduce -4.6% | 9,974 | $445K |
| CW Advisors, LLC | 0.01% | New | 9,815 | $438K |
| Legacy Trust | 0.11% | Reduce -22.4% | 9,775 | $436K |
| PFG Investments, LLC | 0.03% | Add +8.2% | 9,505 | $424K |
| McCarter Private Wealth Services LLC | 0.27% | No change | 9,382 | $418K |
| Money Concepts Capital Corp. | 0.03% | Add +1.0% | 9,338 | $416K |
| LexAurum Advisors, LLC | 0.08% | Add +6.6% | 9,306 | $415K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -0.0% | 9,260 | $413K |
| Ehrlich Financial Group | 0.30% | No change | 9,232 | $412K |
| MGB Wealth Management, LLC | 0.15% | No change | 9,179 | $409K |
| Townsquare Capital LLC | 0.00% | New | 9,119 | $407K |
| Citizens Business Bank | 0.09% | No change | 9,100 | $406K |
| Waterfront Wealth Inc. | 0.10% | Reduce -0.7% | 8,986 | $401K |
| Founders Financial Alliance, LLC | 0.10% | Add +4.5% | 8,953 | $399K |
| Advisory Services Network, LLC | 0.01% | Reduce -19.0% | 8,934 | $398K |
| DAVENPORT & Co LLC | 0.00% | Add +11.5% | 8,814 | $393K |
| Pure Financial Advisors, LLC | 0.01% | Add +27.8% | 8,693 | $388K |
| Choreo, LLC | 0.01% | No change | 8,655 | $386K |
| Tucker Asset Management LLC | 0.12% | Reduce -2.8% | 8,566 | $382K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.2% | 8,539 | $381K |
| IAG Wealth Partners, LLC | 0.06% | Reduce -6.0% | 8,530 | $380K |
| Calton & Associates, Inc. | 0.09% | New | 8,438 | $376K |
| Maridea Wealth Management LLC | 0.12% | Reduce -19.1% | 8,328 | $371K |
| Merit Financial Group, LLC | 0.01% | Reduce -10.0% | 8,269 | $369K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -5.7% | 8,250 | $368K |
| Beacon Investment Advisors LLC | 0.17% | New | 8,231 | $367K |
| Fermata Advisors, LLC | 0.07% | Add +0.3% | 8,194 | $365K |
| Guerra Pan Advisors, LLC | 0.28% | No change | 8,148 | $363K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -0.8% | 8,109 | $362K |
| Aptus Capital Advisors, LLC | 0.00% | Add +64.1% | 8,015 | $357K |
| Balboa Wealth Partners | 0.09% | Add +1.7% | 7,956 | $355K |
| Corient Private Wealth LP | 0.00% | Add +19.9% | 7,925 | $353K |
| First Trust Advisors LP | 0.00% | Reduce -32.5% | 7,829 | $349K |
| Mission Creek Capital Partners, Inc. | 0.08% | Reduce -19.0% | 7,661 | $342K |
| Strategic Planning Group, LLC | 0.07% | Reduce -69.7% | 7,637 | $341K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -4.7% | 7,521 | $335K |
| Ritholtz Wealth Management | 0.01% | Reduce -1.7% | 7,512 | $335K |
| RDA Financial Network | 0.10% | Reduce -0.1% | 7,508 | $335K |
| Fisher Asset Management | 0.00% | Reduce -10.1% | 7,477 | $333K |
| Weitzel Financial Services, Inc. | 0.16% | Add +12.0% | 7,549 | $332K |
| Summit Investment Advisory Services, LLC | 0.16% | Add +1.5% | 7,363 | $328K |
| Beaton Management Co. Inc. | 0.17% | No change | 7,319 | $326K |
| TFB Advisors LLC | 0.09% | Add +4.8% | 7,172 | $320K |
| Daymark Wealth Partners, LLC | 0.01% | Add +12.2% | 7,071 | $315K |
| Curi Capital, LLC | 0.01% | No change | 7,039 | $314K |
| Schrum Private Wealth Management LLC | 0.27% | No change | 7,009 | $313K |
| Old Mission Investment Co LLC | 0.09% | No change | 6,820 | $304K |
| Skyline Advisors, Inc. | 0.12% | Reduce -11.7% | 6,756 | $301K |
| Redwood Financial Network Corp | 0.23% | Add +0.2% | 6,678 | $298K |
| GeoWealth Management, LLC | 0.01% | Reduce -5.1% | 6,626 | $295K |
| Accelerate Investment Advisors LLC | 0.24% | Add +20.3% | 6,516 | $291K |
| GWN Securities Inc. | 0.02% | New | 6,599 | $290K |
| Greenleaf Trust | 0.00% | Reduce -10.0% | 6,481 | $289K |
| White Knight Strategic Wealth Advisors, LLC | 0.27% | Reduce -52.8% | 6,477 | $289K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -26.9% | 6,459 | $288K |
| XTX Topco Ltd | 0.01% | New | 6,400 | $285K |
| Variant Private Wealth, LLC | 0.30% | Add +0.6% | 6,373 | $284K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -11.7% | 6,306 | $281K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 6,190 | $276K |
| West Michigan Advisors, LLC | 0.09% | Reduce -9.5% | 6,183 | $276K |
| Gratus Wealth Advisors, LLC | 0.04% | Reduce -10.8% | 6,122 | $273K |
| WMG Financial Advisors, LLC | 0.12% | No change | 6,096 | $272K |
| Sax Wealth Advisors, LLC | 0.02% | New | 6,093 | $272K |
| Consolidated Portfolio Review Corp | 0.04% | Add +11.1% | 6,073 | $271K |
| Tiaa Trust, National Association | 0.00% | Reduce -9.8% | 6,072 | $271K |
| Nilsine Partners, LLC | 0.03% | No change | 6,049 | $270K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.7% | 5,905 | $263K |
| Core Wealth Partners LLC | 0.15% | Reduce -4.9% | 5,800 | $259K |
| Peak Financial Management, Inc. | 0.08% | No change | 5,800 | $259K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 5,785 | $258K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +11.3% | 5,781 | $258K |
| Revisor Wealth Management LLC | 0.11% | New | 5,672 | $253K |
| Creative Financial Designs Inc. | 0.02% | Reduce -46.0% | 5,666 | $253K |
| Maltin Wealth Management, Inc. | 0.12% | No change | 5,615 | $250K |
| Oxler Private Wealth LLC | 0.09% | Add +0.6% | 5,554 | $248K |
| Atlas Private Wealth Advisors | 0.03% | No change | 5,480 | $244K |
| Naviter Wealth, LLC | 0.03% | Reduce -1.6% | 5,338 | $237K |
| Total Clarity Wealth Management, Inc. | 0.08% | No change | 5,428 | $237K |
| Grantvest Financial Group LLC | 0.19% | No change | 5,127 | $229K |
| ACT Advisors, LLC. | 0.12% | No change | 5,031 | $224K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.7% | 5,010 | $223K |
| Little House Capital LLC | 0.06% | New | 4,982 | $222K |
| WealthTrust Asset Management, LLC | 0.16% | Add +0.0% | 4,943 | $220K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -77.4% | 4,882 | $218K |
| CFC Planning Co LLC | 0.24% | No change | 4,877 | $217K |
| Delta Financial Group, Inc. | 0.05% | No change | 4,837 | $216K |
| Richards, Merrill & Peterson, Inc. | 0.11% | No change | 4,825 | $215K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5,277 | $214K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,796 | $214K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Reduce -2.0% | 4,768 | $213K |
| Alta Wealth Advisors LLC | 0.10% | No change | 4,736 | $211K |
| Keybank National Association | 0.00% | Reduce -14.3% | 4,689 | $209K |
| Paragon Financial Partners, Inc. | 0.16% | No change | 4,688 | $209K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -2.7% | 4,643 | $207K |
| Monterey Private Wealth, Inc. | 0.06% | Add +0.1% | 4,641 | $207K |
| Avior Wealth Management, LLC | 0.01% | Reduce -14.4% | 4,635 | $207K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +0.0% | 4,628 | $206K |
| Csenge Advisory Group | 0.01% | Reduce -12.3% | 4,801 | $206K |
| Stegent Equity Advisors, Inc. | 0.21% | New | 4,561 | $203K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,524 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +182.1% | 4,118 | $184K |
| Gen-Wealth Partners Inc | 0.08% | No change | 4,041 | $180K |
| Johnson Financial Group, Inc. | 0.01% | Add +10.0% | 3,618 | $161K |
| Rialto Wealth Management, LLC | 0.05% | No change | 3,489 | $156K |
| Rossby Financial, LCC | 0.07% | New | 3,484 | $151K |
| ORG Partners LLC | 0.04% | Reduce -57.9% | 3,259 | $145K |
| Trust Co. of Vermont | 0.01% | No change | 3,200 | $143K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,148 | $140K |
| Thompson Investment Management, Inc. | 0.02% | No change | 3,095 | $138K |
| Asset Dedication, LLC | 0.01% | No change | 3,091 | $138K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +93.3% | 2,781 | $124K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.9% | 2,676 | $119K |
| Darwin Wealth Management, LLC | 0.04% | No change | 2,727 | $119K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 2,600 | $116K |
| Fifth Third Bancorp | 0.00% | Reduce -56.5% | 2,527 | $113K |
| Hills Bank & Trust Co | 0.01% | No change | 2,500 | $111K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -2.1% | 2,449 | $109K |
| Coston, McIsaac & Partners | 0.03% | Add +0.6% | 2,394 | $106K |
| REAP Financial Group, LLC | 0.02% | Add +0.2% | 2,091 | $93K |
| Ancora Advisors LLC | 0.00% | No change | 2,007 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $89K |
| Midwest Capital Advisors, LLC | 0.05% | No change | 2,000 | $89K |
| Bfsg, LLC | 0.01% | No change | 1,923 | $86K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,889 | $82K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.3% | 1,815 | $81K |
| Operose Advisors LLC | 0.03% | No change | 1,755 | $78K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,725 | $77K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,719 | $77K |
| North Star Investment Management Corp. | 0.01% | Add +0.4% | 1,694 | $76K |
| Hexagon Capital Partners LLC | 0.01% | No change | 1,553 | $69K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,500 | $67K |
| Creekmur Asset Management LLC | 0.01% | Add +0.3% | 1,462 | $65K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,418 | $63K |
| Parallel Advisors, LLC | 0.00% | Add +205.7% | 1,287 | $57K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -34.8% | 1,243 | $55K |
| North Capital, Inc. | 0.05% | — | 1,232 | $55K |
| Caldwell Trust Co | 0.01% | Add +502.0% | 1,204 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +0.6% | 1,164 | $52K |
| Graney & King, LLC | 0.04% | Add +0.5% | 1,159 | $52K |
| Nemes Rush Group LLC | 0.01% | Add +0.6% | 1,154 | $51K |
| Raleigh Capital Management Inc. | 0.02% | Add +2.3% | 1,093 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 1,094 | $48K |
| Pacifica Partners Inc. | 0.02% | No change | 1,079 | $47K |
| Accordant Advisory Group Inc | 0.04% | No change | 1,016 | $45K |
| Glassman Wealth Services | 0.01% | No change | 991 | $44K |
| SouthState Bank Corp | 0.00% | New | 985 | $44K |
| WASHINGTON TRUST Co | 0.00% | New | 907 | $40K |
| Compass Wealth Management LLC | 0.01% | No change | 888 | $40K |
| Compass Financial Services Inc | 0.02% | Add +0.7% | 865 | $39K |
| Investors Research Corp | 0.01% | No change | 842 | $38K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.4% | 787 | $35K |
| Park Square Financial Group, LLC | 0.03% | No change | 707 | $32K |
| Heck Capital Advisors, LLC | 0.00% | No change | 655 | $29K |
| Consultiva Wealth Management, Corp. | 0.10% | New | 650 | $29K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | New | 570 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 531 | $24K |
| Truvestments Capital LLC | 0.01% | New | 519 | $23K |
| Future Financial Wealth Managment LLC | 0.02% | Reduce -62.3% | 500 | $22K |
| Capital Analysts, LLC | 0.00% | New | 483 | $22K |
| Sound Income Strategies, LLC | 0.00% | Add +0.0% | 484 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -11.5% | 471 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 474 | $21K |
| Transce3nd, LLC | 0.01% | Add +33.1% | 450 | $20K |
| Citizens National Bank Trust Department | 0.00% | No change | 450 | $20K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 435 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 431 | $19K |
| Raffa Wealth Management, LLC | 0.00% | No change | 431 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 425 | $19K |
| CX Institutional | 0.00% | New | 406 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.8% | 380 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 367 | $16K |
| Hemington Wealth Management | 0.00% | No change | 355 | $15K |
| Heritage Wealth Advisors | 0.00% | No change | 336 | $15K |
| Hughes Financial Services, LLC | 0.00% | New | 315 | $14K |
| Burkett Financial Services, LLC | 0.01% | New | 300 | $13K |
| Princeton Global Asset Management LLC | 0.00% | No change | 300 | $13K |
| Salomon & Ludwin, LLC | 0.00% | No change | 271 | $12K |
| Whittier Trust Co. | 0.00% | Add +1.2% | 256 | $11K |
| PFS Partners, LLC | 0.01% | Reduce -38.6% | 240 | $11K |
| Ascentis Wealth Management, LLC | 0.00% | New | 237 | $11K |
| SWAN Capital LLC | 0.00% | New | 234 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $9K |
| Signaturefd, LLC | 0.00% | Add +250.0% | 189 | $8K |
| Sterling Capital Management LLC | 0.00% | No change | 178 | $8K |
| Nordwand Advisors, LLC | 0.00% | No change | 171 | $8K |
| American National Bank & Trust | 0.00% | New | 166 | $7K |
| Millstone Evans Group, LLC | 0.00% | No change | 150 | $7K |
| Salem Investment Counselors Inc. | 0.00% | No change | 148 | $7K |
| Luminist Capital LLC | 0.01% | No change | 140 | $6K |
| Redwood Park Advisors LLC | 0.00% | No change | 125 | $6K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 113 | $5K |
| Capital A Wealth Management, LLC | 0.01% | Add +148.8% | 107 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -55.6% | 104 | $5K |
| GKV Capital Management Co., Inc. | 0.00% | New | 95 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 74 | $3K |
| Eukles Asset Management | 0.00% | No change | 61 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 32 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 25 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 3 | $134 |
"% 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.