Invesco S&P 500 Quality ETFSPHQETF
13F holders, Q2 2026 (June 30)826holders +76
118new positions
43sold out
6famous investors
$89.92avg. 13F price*
At the end of Q2 2026, 826 institutions reported holding Invesco S&P 500 Quality ETF (SPHQ) in their 13F filings, up 76 from Q1 2026. 118 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($1.2B), FMR LLC ($842.6M) and Ameriprise Financial Inc. ($821.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Quality ETF
- CUSIP
- 46137V241
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $218.2M |
| Exits | 43 | $117.7M |
All 13F filers, Q1 2026 → Q2 2026: 19,867,155 shares bought and 5,463,485 shares sold, net +14,403,670 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| LPL Financial LLC | 0.28% | Add +13.3% | 13,784,927 | $1.2B |
| FMR LLC | 0.04% | Add +18.8% | 9,352,203 | $842.6M |
| Ameriprise Financial Inc. | 0.17% | Add +3.4% | 9,120,665 | $821.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 8.72% | Add +0.2% | 7,364,726 | $663.6M |
| Envestnet Asset Management Inc. | 0.14% | Add +236.9% | 6,731,769 | $606.5M |
| Wells Fargo & Company | 0.09% | Add +17.0% | 5,814,302 | $523.9M |
| Wealth Enhancement Advisory Services, LLC | 0.88% | Add +8.0% | 5,948,776 | $522.5M |
| Morgan Stanley | 0.03% | Add +0.9% | 5,727,578 | $516.1M |
| Bank of America Corp. | 0.03% | Add +2.3% | 5,003,440 | $450.8M |
| Heritage Wealth Advisors | 15.40% | Add +6.2% | 4,978,794 | $448.6M |
| Raymond James Financial Inc. | 0.11% | Add +6.7% | 4,476,309 | $403.3M |
| Vantagepoint Investment Advisers LLC | 2.32% | Add +3.5% | 3,438,541 | $309.8M |
| Jones Financial Companies LLLP | 0.10% | Add +20.3% | 2,968,361 | $257.8M |
| Osaic Holdings, Inc. | 0.29% | Add +8.3% | 2,703,877 | $243.7M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +21.5% | 2,541,105 | $229.0M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 2,227,357 | $200.7M |
| Bank of New York Mellon Corp | 0.03% | Add +0.8% | 1,971,842 | $177.7M |
| MML Investors Services, LLC | 0.36% | Add +139.2% | 1,968,809 | $177.4M |
| Sfmg, LLC | 9.39% | Add +1.4% | 1,710,162 | $154.1M |
| UBS Group AG | 0.02% | Add +4.8% | 1,676,083 | $151.0M |
| Cetera Investment Advisers | 0.12% | Add +17.1% | 1,441,981 | $129.9M |
| Equitable Holdings, Inc. | 0.77% | Add +0.4% | 1,436,900 | $129.5M |
| NorthCoast Asset Management LLC | 2.51% | Reduce -6.7% | 1,260,240 | $113.5M |
| First Command Advisory Services, Inc. | 0.61% | Reduce -20.0% | 1,146,360 | $103.3M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.1% | 1,081,551 | $97.4M |
| Stifel Financial Corp. | 0.08% | Add +9.4% | 1,023,186 | $92.2M |
| Independence Asset Advisors, LLC | 23.06% | Add +0.0% | 982,557 | $88.5M |
| Alvarez & Marsal Private Wealth Partners, LLC | 11.26% | Reduce -0.9% | 948,378 | $85.4M |
| Madison Asset Management, LLC | 1.01% | Reduce -27.0% | 936,702 | $84.4M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.1% | 881,712 | $79.4M |
| JPMorgan Chase & Co. | 0.00% | Add +44.1% | 862,123 | $76.6M |
| Evensky & Katz LLC | 3.56% | Reduce -1.3% | 765,065 | $68.9M |
| Compass Ion Advisors, LLC | 5.92% | Add +2.3% | 762,357 | $68.7M |
| Demars Financial Group, LLC | 18.32% | Add +17.6% | 733,638 | $66.1M |
| Paragon Capital Management Ltd | 11.97% | Reduce -2.8% | 698,569 | $62.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +2.7% | 680,843 | $61.3M |
| Perennial Investment Advisors, LLC | 3.56% | Reduce -14.9% | 591,843 | $53.3M |
| Tulsa Wealth Advisors, INC | 7.45% | Reduce -22.0% | 587,150 | $52.9M |
| Family Investment Center, Inc. | 8.01% | Add +2.8% | 535,311 | $48.2M |
| Milestone Investment Advisors LLC | 10.40% | Add +1.1% | 533,994 | $48.1M |
| Private Advisor Group, LLC | 0.20% | Add +33.8% | 494,162 | $44.5M |
| Union Savings Bank | 17.80% | Add +0.7% | 491,653 | $44.3M |
| Wealth Management Resources, Inc. | 13.31% | Add +9.3% | 478,990 | $43.2M |
| Baltimore-Washington Financial Advisors, Inc. | 1.61% | New | 475,171 | $42.8M |
| Sequoia Financial Advisors, LLC | 0.21% | Reduce -14.7% | 468,394 | $42.2M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +2.9% | 467,766 | $42.1M |
| Truist Financial Corp. | 0.05% | Add +18.0% | 467,672 | $42.1M |
| Alpine Bank Wealth Management | 5.39% | Reduce -12.9% | 466,176 | $42.0M |
| Sax Wealth Advisors, LLC | 1.66% | Add +21.3% | 542,051 | $40.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +2.8% | 435,886 | $39.3M |
| Baird Financial Group, Inc. | 0.05% | Add +26.5% | 425,489 | $38.3M |
| Wealth Enhancement Trust Services, Inc. | 4.23% | Reduce -1.2% | 422,624 | $38.1M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -8.7% | 415,333 | $37.4M |
| Clearview Wealth Management LLC | 23.34% | Reduce -1.3% | 402,989 | $36.3M |
| Orgel Wealth Management, LLC | 0.68% | Reduce -0.7% | 395,689 | $35.7M |
| Thrivent Financial for Lutherans | 0.06% | Add +140.9% | 387,541 | $34.9M |
| Fifth Third Bancorp | 0.06% | Reduce -4.9% | 386,618 | $34.8M |
| Jefferies Financial Group Inc. | 0.32% | Add +15.8% | 378,345 | $34.1M |
| Ballast, Inc. | 6.27% | Reduce -1.7% | 368,869 | $33.2M |
| Bluespring Wealth Management, LLC | 0.64% | New | 367,053 | $33.1M |
| Evergreen Capital Management LLC | 0.56% | Add +2.0% | 353,193 | $31.8M |
| Park Avenue Securities LLC | 0.19% | Add +1187.5% | 340,277 | $30.7M |
| Corient Private Wealth LP | 0.04% | Reduce -5.4% | 325,280 | $29.3M |
| HighTower Advisors, LLC | 0.03% | Add +1.5% | 318,947 | $28.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +411.9% | 312,443 | $28.2M |
| Summit Wealth Group LLC / Co. | 2.28% | Reduce -4.5% | 305,169 | $27.5M |
| Rollins Financial Advisors, LLC | 3.61% | Add +4.0% | 304,049 | $27.4M |
| Snowden Capital Advisors LLC | 0.64% | Add +5.5% | 299,044 | $26.9M |
| Blair William & Co. | 0.07% | Add +5.7% | 284,460 | $25.6M |
| Cresset Asset Management, LLC | 0.09% | Add +4.2% | 273,682 | $24.7M |
| Mariner, LLC | 0.03% | Reduce -54.1% | 272,735 | $24.6M |
| SouthState Bank Corp | 1.02% | Add +76.1% | 272,332 | $24.5M |
| Waverly Advisors, LLC | 0.14% | Add +2547.5% | 269,223 | $24.3M |
| Redhawk Wealth Advisors, Inc. | 2.25% | Add +22.2% | 253,355 | $22.8M |
| Cozad Asset Management Inc. | 1.45% | Reduce -0.5% | 248,671 | $22.4M |
| Graves Light Lenhart Wealth, Inc. | 2.03% | Reduce -1.8% | 242,025 | $21.8M |
| Cresta Advisors, Ltd. | 7.82% | Add +6.9% | 241,946 | $21.8M |
| Global Retirement Partners, LLC | 0.32% | — | 234,257 | $21.1M |
| IHT Wealth Management, LLC | 0.44% | Add +2.8% | 230,119 | $20.7M |
| Harbour Investments, Inc. | 0.27% | Add +5.8% | 220,483 | $19.9M |
| Sierra Ocean, LLC | 13.72% | Add +2.7% | 220,001 | $19.8M |
| Burns Matteson Capital Management, LLC | 6.30% | Add +1.1% | 219,926 | $19.8M |
| Creative Financial Designs Inc. | 0.94% | Reduce -3.4% | 218,789 | $19.7M |
| Focus Financial Network, Inc. | 0.61% | Reduce -9.7% | 217,531 | $19.6M |
| Crusonia Wealth Advisors LLC | 3.08% | Add +3.6% | 208,288 | $18.8M |
| Davidson Capital Management Inc. | 2.97% | Reduce -0.0% | 205,685 | $18.5M |
| MOR Wealth Management, LLC | 7.35% | Reduce -5.9% | 205,024 | $18.5M |
| JNBA Financial Advisors | 1.34% | Reduce -10.3% | 196,648 | $17.7M |
| Vigilare Wealth Management | 5.39% | Reduce -6.7% | 195,028 | $17.6M |
| Sound View Wealth Advisors Group, LLC | 1.08% | Reduce -0.4% | 193,846 | $17.5M |
| EP Wealth Advisors, LLC | 0.07% | Add +2000.7% | 193,329 | $17.4M |
| Sterling Group Wealth Management, LLC | 7.14% | Reduce -16.4% | 193,281 | $17.4M |
| Prevail Innovative Wealth Advisors, LLC | 2.59% | Add +51.8% | 192,698 | $17.4M |
| Nomura Asset Management Co. Ltd. | 0.04% | New | 192,500 | $17.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -71.0% | 183,279 | $16.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +6.5% | 181,937 | $16.4M |
| Kingsview Wealth Management, LLC | 0.20% | Add +10.1% | 179,573 | $16.2M |
| Lido Advisors, LLC | 0.06% | Reduce -14.0% | 179,395 | $16.2M |
| RFG Advisory, LLC | 0.25% | Reduce -34.2% | 178,931 | $16.1M |
| Core Wealth Advisors, Inc. | 3.17% | Add +8.1% | 174,879 | $15.8M |
| Quantinno Capital Management LP | 0.02% | Add +12.2% | 174,606 | $15.7M |
| Keybank National Association | 0.05% | Add +336.4% | 173,436 | $15.6M |
| Cerity Partners LLC | 0.02% | Add +8.4% | 170,547 | $15.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +40.9% | 169,479 | $15.3M |
| TD Capital Management LLC | 1.24% | Add +3.9% | 168,722 | $15.2M |
| Schwallier Wealth Management LLC | 9.45% | Reduce -55.9% | 166,099 | $15.0M |
| Hoese & Co LLP | 9.64% | Add +1.4% | 164,782 | $14.8M |
| Headland Capital, LLC | 3.64% | Add +5.0% | 163,748 | $14.8M |
| NewEdge Advisors, LLC | 0.04% | Add +10.6% | 162,662 | $14.7M |
| Sage Mountain Advisors LLC | 0.89% | Add +5.4% | 160,030 | $14.4M |
| Symphony Financial, Ltd. Co. | 1.50% | Add +6.7% | 153,926 | $13.7M |
| Capstone Wealth Management Group, LLC | 4.81% | Add +34.6% | 151,133 | $13.6M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +1.0% | 148,333 | $13.4M |
| Farther Finance Advisors, LLC | 0.10% | Reduce -0.9% | 148,265 | $13.4M |
| Cedar Mountain Advisors, LLC | 2.20% | Add +0.4% | 141,770 | $12.8M |
| Strategies Wealth Advisors, LLC | 1.14% | Reduce -2.8% | 141,035 | $12.7M |
| Lynx Investment Advisory | 4.16% | Reduce -3.2% | 140,854 | $12.7M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +6.4% | 139,571 | $12.6M |
| Park Edge Advisors, LLC | 2.68% | Add +108.1% | 139,544 | $12.6M |
| Ruggaard & Associates LLC | 4.47% | Reduce -1.4% | 138,254 | $12.5M |
| Essex Financial Services, Inc. | 0.61% | Reduce -0.4% | 136,617 | $12.3M |
| Integrity Investment Advisors, LLC | 5.31% | Add +8.7% | 135,497 | $12.2M |
| Owl Creek Wealth Partners LLC | 3.41% | Reduce -0.3% | 129,537 | $11.7M |
| Concord Wealth Partners | 1.32% | Add +4.3% | 127,686 | $11.5M |
| Certified Advisory Corp | 0.91% | Reduce -3.5% | 124,635 | $11.2M |
| Geneos Wealth Management Inc. | 0.23% | Reduce -0.9% | 124,020 | $11.2M |
| Creative Planning | 0.01% | Add +3.2% | 123,801 | $11.2M |
| Serenus Wealth Advisors, LLC | 1.94% | Add +34.5% | 123,461 | $11.1M |
| Vaquero Private Wealth, Ltd. | 2.29% | — | 123,228 | $11.1M |
| Compass Financial Group, Inc. (Ohio) | 7.39% | Add +49.0% | 122,757 | $11.1M |
| Citigroup Inc. | 0.01% | Add +141.7% | 122,355 | $11.0M |
| Focus Partners Wealth | 0.01% | Reduce -5.9% | 122,228 | $11.0M |
| Santori & Peters, Inc. | 3.09% | Add +1.0% | 121,746 | $11.0M |
| Stonebridge Financial Planning Group, LLC | 3.44% | Reduce -1.9% | 119,757 | $10.8M |
| Legacy Private Trust Co. | 0.60% | Reduce -3.4% | 118,348 | $10.7M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +4.8% | 117,960 | $10.6M |
| Artesa Financial Group, LLC | 9.07% | Add +12.5% | 117,849 | $10.6M |
| WCG Wealth Advisors LLC | 0.25% | Reduce -7.5% | 117,320 | $10.6M |
| Elevation Capital Advisory, LLC | 4.08% | Add +79.0% | 117,218 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +3.8% | 117,000 | $10.5M |
| Vestor Capital, LLC | 0.65% | Add +1026.8% | 56,204 | $10.4M |
| Invesco Ltd. | 0.00% | Add +0.1% | 115,158 | $10.4M |
| Allworth Financial LP | 0.04% | Reduce -1.7% | 114,389 | $10.3M |
| Convergence Financial, LLC | 0.81% | Add +98.6% | 112,754 | $10.2M |
| NewEdge Wealth, LLC | 0.10% | Add +36.7% | 110,363 | $9.9M |
| Family Capital Management, Inc. | 3.85% | Add +2.4% | 110,110 | $9.9M |
| MAI Capital Management | 0.04% | Add +4.5% | 108,151 | $9.7M |
| Endowment Wealth Management, Inc. | 3.73% | Add +7.2% | 106,985 | $9.6M |
| Trilogy Capital Inc. | 0.37% | Reduce -17.9% | 106,343 | $9.6M |
| NorthRock Partners, LLC | 0.14% | Reduce -53.0% | 105,475 | $9.5M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.7% | 103,903 | $9.4M |
| Flagship Private Wealth, LLC | 3.31% | Add +0.8% | 103,895 | $9.4M |
| Natixis Advisors, LLC | 0.01% | Add +68.6% | 102,407 | $9.2M |
| Eagle Strategies LLC | 0.91% | Add +1.3% | 101,803 | $9.2M |
| Wealthspire Retirement, LLC | 0.50% | Reduce -0.2% | 100,898 | $9.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +13.8% | 100,627 | $9.1M |
| IFG Advisory, LLC | 0.32% | New | 100,537 | $9.1M |
| Asset Allocation Strategies LLC | 1.39% | New | 100,441 | $9.0M |
| Henshaw Capital LLC | 0.29% | No change | 100,000 | $9.0M |
| Cedar Wealth Management, LLC | 2.31% | No change | 99,671 | $9.0M |
| Integrated Wealth Concepts LLC | 0.06% | Add +436.1% | 99,066 | $8.9M |
| Fidelity D & D Bancorp Inc. | 3.06% | Add +10.2% | 99,028 | $8.9M |
| Win Advisors, Inc. | 3.14% | New | 97,860 | $8.8M |
| Performa Ltd (US), LLC | 1.41% | Reduce -4.0% | 96,887 | $8.7M |
| Thoroughbred Financial Services, LLC | 0.41% | Add +14.8% | 95,868 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -54.5% | 95,215 | $8.6M |
| GLR Partners, LLC | 3.97% | Add +12.9% | 94,636 | $8.5M |
| Dynamic Wealth Strategies, LLC | 4.51% | Reduce -0.2% | 93,951 | $8.5M |
| Cadent Capital Advisors, LLC | 1.74% | Add +13.9% | 93,062 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | New | 92,978 | $8.4M |
| Tsfg, LLC | 1.04% | Reduce -0.4% | 91,991 | $8.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 90,294 | $8.1M |
| Mgo One Seven LLC | 0.13% | Add +2.3% | 88,376 | $8.0M |
| Jordan Park Group LLC | 0.40% | No change | 87,114 | $7.8M |
| Northwest Financial Advisors | 1.04% | Add +88.0% | 86,604 | $7.8M |
| Sigma Planning Corp | 0.20% | Add +9.5% | 86,420 | $7.8M |
| Financial Management, Inc. | 6.37% | Add +3.1% | 86,291 | $7.8M |
| Savvy Advisors, Inc. | 0.17% | Reduce -1.9% | 86,064 | $7.8M |
| Beaumont Asset Management, L.L.C. | 2.95% | Reduce -0.6% | 84,339 | $7.6M |
| Well Done, LLC | 1.02% | Reduce -5.3% | 83,944 | $7.6M |
| Leavell Investment Management, Inc. | 0.28% | Add +16.5% | 83,728 | $7.5M |
| Money Concepts Capital Corp. | 0.34% | Add +77.0% | 82,582 | $7.4M |
| KPP Advisory Services LLC | 0.91% | Reduce -1.8% | 79,574 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -0.6% | 78,777 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +17.5% | 78,547 | $7.1M |
| Wingate Wealth Advisors, Inc. | 3.11% | Add +205.3% | 78,339 | $7.1M |
| Landing Point Financial Group, LLC | 2.40% | New | 78,257 | $7.1M |
| Weaver Consulting Group | 1.44% | Add +7.5% | 78,105 | $7.0M |
| United Community Bank | 2.14% | Add +24.3% | 76,985 | $6.9M |
| Ameritas Advisory Services, LLC | 0.14% | Add +537.0% | 76,179 | $6.9M |
| Berkeley, Inc | 2.14% | Add +1.9% | 75,790 | $6.8M |
| OakTrust Wealth Advisors, LLC | 5.74% | Add +0.6% | 73,854 | $6.7M |
| Nikulski Financial, Inc. | 1.43% | Reduce -8.1% | 73,792 | $6.6M |
| AQR Capital Management | 0.00% | Add +3.2% | 70,437 | $6.3M |
| Fiduciary Alliance LLC | 0.43% | Add +11.6% | 70,064 | $6.3M |
| Indivisible Partners | 0.36% | Add +34.9% | 69,889 | $6.3M |
| Pacific Financial Group Inc. | 3.00% | Add +21.9% | 69,457 | $6.3M |
| Lionshead Wealth Management, LLC | 4.06% | Add +0.5% | 69,332 | $6.2M |
| Onyx Bridge Wealth Group LLC | 0.56% | Add +4.4% | 69,212 | $6.2M |
| Western Wealth Management, LLC | 0.20% | Reduce -0.2% | 68,884 | $6.2M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +3.3% | 68,140 | $6.1M |
| Balanced Rock Investment Advisors LLC | 3.79% | Reduce -1.4% | 67,413 | $6.1M |
| Summit Financial, LLC | 0.07% | Reduce -1.2% | 67,122 | $6.0M |
| Integrity Alliance, Llc. | 0.19% | New | 67,048 | $6.0M |
| Vise Technologies, Inc. | 0.07% | Add +25.4% | 65,806 | $5.9M |
| Bellars Harris Wealth Management, LLC | 1.19% | — | 65,085 | $5.9M |
| Perryman Financial Advisory Inc. | 0.76% | Add +2.7% | 63,686 | $5.7M |
| Provenance Wealth Advisors, LLC | 0.55% | Reduce -3.7% | 63,568 | $5.7M |
| Per Stirling Capital Management, LLC. | 0.54% | New | 63,065 | $5.7M |
| JHP Wealth Management, LLC | 4.65% | Add +4.4% | 63,045 | $5.7M |
| Parallel Advisors, LLC | 0.09% | Add +0.0% | 62,463 | $5.6M |
| Providence First Trust Co | 1.57% | Reduce -3.1% | 62,403 | $5.6M |
| High Net Worth Advisory Group LLC | 1.17% | Add +0.5% | 61,134 | $5.5M |
| Montag A & Associates Inc. | 0.23% | Reduce -0.2% | 60,299 | $5.4M |
| Silver Oak Securities, Incorporated | 0.32% | Reduce -2.4% | 58,497 | $5.3M |
| Avior Wealth Management, LLC | 0.14% | New | 57,991 | $5.2M |
| QRG Capital Management, Inc. | 0.04% | Add +1180.3% | 57,986 | $5.2M |
| Clear Creek Financial Management, LLC | 0.33% | Reduce -27.1% | 57,701 | $5.2M |
| IAG Wealth Partners, LLC | 0.51% | Reduce -3.0% | 57,066 | $5.1M |
| Prota Financial, LLC | 3.38% | New | 57,724 | $5.1M |
| Rothschild Wealth LLC | 0.41% | Reduce -2.4% | 56,857 | $5.1M |
| Brown Brothers Harriman & Co. | 0.02% | No change | 56,841 | $5.1M |
| World Investment Advisors | 0.08% | Add +145.4% | 60,747 | $5.1M |
| Kroeger Financial Partners | 4.79% | — | 54,984 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +15.1% | 54,660 | $4.9M |
| IFP Advisors, Inc | 0.09% | Add +10.6% | 54,424 | $4.9M |
| Capital Advisors, Ltd. LLC | 0.48% | Add +10.5% | 52,980 | $4.8M |
| Tidemark, LLC | 1.07% | Reduce -66.3% | 52,630 | $4.7M |
| Fortune Financial Group, Inc. | 3.71% | Add +6.6% | 52,427 | $4.7M |
| Cerro Pacific Wealth Advisors LLC | 1.06% | Reduce -3.5% | 51,921 | $4.7M |
| WBH Advisory Inc. | 0.31% | New | 51,841 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.0% | 51,291 | $4.6M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +22.9% | 50,643 | $4.6M |
| Topor & Co. Korea | 3.55% | Add +0.7% | 49,918 | $4.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.3% | 49,482 | $4.5M |
| Wetzel Investment Advisors, Inc. | 1.55% | Reduce -2.9% | 49,439 | $4.5M |
| Collier Financial | 3.04% | Reduce -1.4% | 49,390 | $4.5M |
| XY Planning Network, Inc. | 0.55% | Reduce -3.7% | 48,694 | $4.4M |
| Private Trust Co. NA | 0.35% | Add +5.1% | 48,522 | $4.4M |
| Verum Partners LLC | 0.66% | Reduce -4.1% | 48,283 | $4.4M |
| LMCG Investments, LLC | 0.23% | Reduce -3.7% | 47,414 | $4.3M |
| Uptick Partners, LLC | 0.66% | Add +11.8% | 47,068 | $4.2M |
| BNB Wealth Management, LLC | 2.27% | Add +134.0% | 46,035 | $4.1M |
| OneAscent Wealth Management LLC | 1.22% | Add +31.8% | 45,246 | $4.1M |
| Principal Securities, Inc. | 0.05% | Reduce -23.4% | 43,852 | $4.0M |
| Rasp Wealth Solutions, LLC | 1.30% | — | 43,302 | $3.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -30.6% | 42,572 | $3.8M |
| Gotham Asset Management | 0.01% | No change | 42,473 | $3.8M |
| TAGStone Capital, Inc. | 1.19% | Add +17.8% | 41,572 | $3.7M |
| Tudor Investment Corporation | 0.02% | New | 40,797 | $3.7M |
| HUB Investment Partners, LLC | 0.07% | New | 39,795 | $3.6M |
| Legacy Financial Advisors, Inc. | 0.44% | Add +2.5% | 39,692 | $3.6M |
| Wisconsin Wealth Advisors, LLC | 2.96% | Add +0.8% | 38,275 | $3.4M |
| Generation Capital Management LLC | 2.11% | Reduce -0.1% | 38,243 | $3.4M |
| CreativeOne Wealth, LLC | 0.07% | Add +8.7% | 38,021 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 37,626 | $3.4M |
| Regal Investment Advisors LLC | 0.17% | Add +212.3% | 37,173 | $3.3M |
| Burns J W & Co. Inc. | 0.35% | Reduce -3.3% | 36,808 | $3.3M |
| GC Wealth Management RIA, LLC | 0.19% | Reduce -14.0% | 36,786 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.6% | 36,690 | $3.3M |
| Steelhead Wealth Management LLC | 1.33% | Add +21.4% | 36,571 | $3.3M |
| Trinity Wealth Management, LLC | 1.02% | Add +154.0% | 35,770 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +10.7% | 35,768 | $3.2M |
| HighPoint Advisor Group LLC | 0.11% | Add +6.4% | 35,397 | $3.2M |
| Platform Technology Partners | 0.52% | Add +14.7% | 34,949 | $3.1M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 34,675 | $3.1M |
| Astoria Portfolio Advisors LLC. | 0.53% | Reduce -0.2% | 34,654 | $3.1M |
| Visionary Wealth Advisors | 0.12% | Add +2.4% | 34,537 | $3.1M |
| Kentucky Trust Co | 1.48% | Reduce -0.3% | 34,100 | $3.1M |
| Centerpoint Advisory Group | 1.93% | Add +36.1% | 33,731 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.1% | 33,678 | $3.0M |
| Moneco Advisors, LLC | 0.18% | Add +1.8% | 33,318 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.5% | 32,470 | $2.9M |
| Perspective Wealth Advisors LLC | 1.60% | Add +3.0% | 32,257 | $2.9M |
| Synergy Investment Management, LLC | 0.70% | Reduce -69.2% | 32,210 | $2.9M |
| Fsa Wealth Partners, Inc. | 0.72% | Add +37.1% | 32,064 | $2.9M |
| Intrua Financial, LLC | 0.27% | Add +0.0% | 31,896 | $2.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.33% | Add +30.0% | 31,166 | $2.8M |
| Bell Bank | 0.10% | No change | 30,216 | $2.7M |
| &partners | 0.01% | Reduce -8.3% | 30,009 | $2.7M |
| Kovack Advisors, Inc. | 0.13% | Add +67.5% | 30,169 | $2.7M |
| Mather Group, Llc. | 0.02% | Add +0.4% | 29,914 | $2.7M |
| Parsons Capital Management Inc. | 0.12% | Reduce -8.9% | 29,775 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -47.4% | 29,714 | $2.7M |
| RVW Wealth, LLC | 0.18% | Add +3.5% | 29,600 | $2.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | Reduce -5.0% | 29,145 | $2.6M |
| GHP Investment Advisors, Inc. | 0.10% | Reduce -3.1% | 28,965 | $2.6M |
| MTM Financial Group, LLC | 1.11% | Add +19.7% | 28,669 | $2.6M |
| AE Wealth Management LLC | 0.01% | Reduce -10.6% | 28,231 | $2.5M |
| Glass Jacobson Investment Advisors llc | 0.79% | Add +1.1% | 28,037 | $2.5M |
| Resurgent Financial Advisors LLC | 0.71% | Add +4.6% | 27,964 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.26% | Reduce -43.7% | 27,916 | $2.5M |
| Meridian Financial Advisors, LLC | 1.19% | Reduce -2.3% | 27,589 | $2.5M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -2.8% | 27,424 | $2.5M |
| Fortis Group Advisors, LLC | 0.39% | Reduce -0.2% | 27,323 | $2.5M |
| Invst, LLC | 0.24% | New | 27,155 | $2.4M |
| Tempus Wealth Planning, LLC | 0.47% | Add +18.8% | 26,852 | $2.4M |
| Mayfair Advisory Group, LLC | 0.73% | Reduce -0.5% | 28,378 | $2.4M |
| Fragasso Financial Advisors Inc | 0.13% | Reduce -3.5% | 26,601 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.8% | 26,744 | $2.4M |
| Atria Investments, Inc | 0.02% | Reduce -66.1% | 26,321 | $2.4M |
| Liberty One Investment Management, LLC | 0.24% | Reduce -49.2% | 26,298 | $2.4M |
| Silicon Valley Capital Partners | 0.19% | Add +8.5% | 26,254 | $2.4M |
| Denver Wealth Management, Inc. | 0.68% | Add +5.9% | 26,203 | $2.4M |
| AssuredPartners Investment Advisors, LLC | 0.22% | Add +0.8% | 25,564 | $2.3M |
| HF Advisory Group, LLC | 0.71% | Add +0.8% | 25,543 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +406.3% | 25,477 | $2.3M |
| Nicolet Bankshares Inc. | 0.07% | Add +96.0% | 25,755 | $2.3M |
| Capital Analysts, LLC | 0.05% | Add +37.9% | 25,112 | $2.3M |
| Delta Wealth Advisors LLC | 1.59% | Add +22.5% | 24,745 | $2.2M |
| Hartford Financial Management Inc. | 0.49% | Reduce -2.7% | 24,602 | $2.2M |
| Institute for Wealth Management, LLC. | 0.20% | Add +0.0% | 24,554 | $2.2M |
| Bath Savings Trust Co | 0.22% | Add +29.7% | 24,088 | $2.2M |
| GeoWealth Management, LLC | 0.07% | New | 24,055 | $2.2M |
| Riggs Asset Managment Co. Inc. | 0.39% | Reduce -34.0% | 23,980 | $2.2M |
| West Michigan Advisors, LLC | 0.41% | Reduce -11.8% | 23,865 | $2.2M |
| Potentia Wealth | 0.88% | Reduce -3.9% | 23,744 | $2.1M |
| Hershey Financial Advisers, LLC | 1.54% | Reduce -16.1% | 23,744 | $2.1M |
| Bank of Montreal | 0.00% | Add +93.0% | 23,395 | $2.1M |
| Disciplined Investors, L.L.C. | 1.04% | No change | 23,190 | $2.1M |
| Members Wealth LLC | 1.13% | Reduce -1.9% | 22,976 | $2.1M |
| Sage Investment Counsel LLC | 2.05% | Add +2.1% | 22,745 | $2.0M |
| ERn Financial, LLC | 0.34% | Add +0.5% | 22,598 | $2.0M |
| HHM Wealth Advisors, LLC | 0.20% | No change | 22,476 | $2.0M |
| Mainstay Capital Management LLC | 0.15% | Reduce -0.3% | 22,097 | $2.0M |
| Advisory Solutions Group, LLC | 0.68% | — | 22,086 | $2.0M |
| HM Payson & Co. | 0.03% | Reduce -0.2% | 22,079 | $2.0M |
| Chicago Partners Investment Group LLC | 0.04% | Add +8.6% | 23,118 | $2.0M |
| Citizens Financial Group Inc. | 0.02% | Add +55.5% | 21,827 | $2.0M |
| Kane Investment Management, Inc. | 0.82% | Add +34.1% | 21,467 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.37% | Add +4.9% | 21,296 | $1.9M |
| Bawa N Mallick Trust | 0.61% | No change | 21,070 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +16.9% | 21,059 | $1.9M |
| Horizon Family Wealth, Inc. | 0.87% | Add +0.2% | 21,043 | $1.9M |
| Absolute Capital Management, LLC | 0.47% | New | 20,977 | $1.9M |
| Sherman Wealth Management LLC | 1.42% | Add +7.7% | 20,975 | $1.9M |
| BCS Wealth Management | 0.34% | Add +11.2% | 20,748 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Add +11.0% | 20,580 | $1.9M |
| Diversify Advisory Services, LLC | 0.03% | New | 21,616 | $1.8M |
| Diversify Wealth Management, LLC | 0.03% | Add +3.4% | 21,616 | $1.8M |
| Sagace Wealth Management LLC | 1.16% | Add +25.5% | 20,291 | $1.8M |
| Larson Financial Group LLC | 0.05% | Reduce -1.6% | 19,896 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +1.7% | 19,788 | $1.8M |
| Smartleaf Asset Management LLC | 0.06% | No change | 20,050 | $1.8M |
| Integrity Financial Corp | 0.85% | Reduce -23.7% | 19,707 | $1.8M |
| Bauman Advisory Group, LLC | 0.94% | Reduce -0.3% | 19,680 | $1.8M |
| Investors Research Corp | 0.31% | Reduce -1.3% | 19,403 | $1.7M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.7% | 19,361 | $1.7M |
| Intelligence Driven Advisers, LLC | 0.28% | No change | 19,260 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +318.1% | 18,883 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 18,787 | $1.7M |
| Quadrature Capital Ltd | 0.01% | New | 18,723 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +2.0% | 19,047 | $1.7M |
| Vermillion & White Wealth Management Group, LLC | 0.83% | No change | 18,268 | $1.6M |
| Silvercrest Asset Management Group LLC | 0.01% | No change | 18,208 | $1.6M |
| Breakwater Capital Group | 0.20% | Reduce -2.4% | 18,154 | $1.6M |
| Apollon Financial, LLC | 0.19% | Add +8.7% | 18,110 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 18,749 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +16.4% | 17,663 | $1.6M |
| Key Financial Inc | 0.26% | Add +6.1% | 17,605 | $1.6M |
| Basepoint Wealth LLC | 0.91% | Reduce -6.8% | 17,603 | $1.6M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -1.8% | 17,497 | $1.6M |
| Fifth Third Securities, Inc. | 0.09% | Add +27.9% | 17,323 | $1.6M |
| Wealth High Governance Asset Management Ltda. | 0.17% | New | 17,255 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +7.1% | 17,174 | $1.5M |
| Optivise Advisory Services LLC | 0.79% | Reduce -4.3% | 17,159 | $1.5M |
| Sage Capital Management, LLC | 0.60% | Reduce -1.5% | 17,078 | $1.5M |
| Brighton Jones LLC | 0.03% | Reduce -0.6% | 17,046 | $1.5M |
| WealthPlan Investment Management, LLC | 0.08% | Add +293.2% | 16,946 | $1.5M |
| Tandem Capital Management Corp. | 0.64% | Add +1.2% | 16,845 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -15.2% | 16,827 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Reduce -20.9% | 16,296 | $1.5M |
| Sei Investments Co. | 0.00% | Add +7.3% | 16,278 | $1.5M |
| Abundance Wealth Counselors | 0.09% | New | 16,212 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -2.0% | 16,040 | $1.4M |
| Commerce Bank | 0.01% | Reduce -0.6% | 15,988 | $1.4M |
| Fiscal Wisdom Wealth Management, LLC | 1.21% | Add +3.8% | 15,839 | $1.4M |
| Sovran Advisors, LLC | 0.11% | Add +17.0% | 17,047 | $1.4M |
| Stonehearth Capital Management, LLC | 0.48% | Reduce -0.1% | 15,583 | $1.4M |
| Coppell Advisory Solutions LLC | 0.11% | New | 91 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.36% | Reduce -1.5% | 15,173 | $1.4M |
| MSH Capital Advisors LLC | 0.24% | New | 15,156 | $1.4M |
| Focused Alpha, LLC | 0.35% | Add +28.2% | 15,126 | $1.4M |
| Legacy Advisors, LLC | 0.13% | No change | 15,000 | $1.4M |
| Foundry Financial LLC | 0.45% | Add +24.2% | 14,953 | $1.3M |
| BankPlus Trust Department | 0.31% | No change | 14,882 | $1.3M |
| Sheets Smith Wealth Management | 0.13% | Reduce -32.8% | 14,824 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.8% | 14,730 | $1.3M |
| Compound Planning, Inc. | 0.03% | Add +6.3% | 14,676 | $1.3M |
| Greenwood Gearhart LLC | 0.06% | Reduce -11.6% | 14,623 | $1.3M |
| 5T Wealth, LLC | 0.49% | Add +2.3% | 14,539 | $1.3M |
| Glen Eagle Advisors, LLC | 0.16% | Add +50.6% | 14,509 | $1.3M |
| Seamount Financial Group Inc. | 0.52% | Reduce -2.3% | 14,408 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +11.4% | 14,267 | $1.3M |
| Whittier Trust Co. | 0.01% | No change | 14,200 | $1.3M |
| Kraematon Investment Advisors, Inc. | 0.93% | Add +25.3% | 13,921 | $1.3M |
| Tortoise Investment Management, LLC | 0.09% | No change | 13,846 | $1.2M |
| Advanced Asset Management Advisors Inc | 0.33% | Add +1.9% | 13,745 | $1.2M |
| Nwam LLC | 0.06% | Add +22.5% | 13,650 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +8.6% | 13,555 | $1.2M |
| Legacy Wealth Managment, LLC | 0.50% | Add +8409.5% | 13,360 | $1.2M |
| Owen LaRue, LLC | 0.42% | Reduce -11.8% | 13,338 | $1.2M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +8.4% | 13,239 | $1.2M |
| Arthur M. Cohen & Associates, LLC | 0.18% | No change | 13,090 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.3% | 13,020 | $1.2M |
| Kera Capital Partners, Inc. | 0.11% | No change | 12,891 | $1.2M |
| Robinhood Asset Management, LLC | 0.06% | Add +50.7% | 12,878 | $1.2M |
| Wealth Group Ltd | 0.22% | No change | 12,811 | $1.2M |
| Balanced Wealth Group LLC | 0.36% | Add +0.0% | 12,686 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -49.0% | 12,535 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 12,505 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -2.7% | 12,499 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +1.5% | 12,425 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +11.0% | 12,353 | $1.1M |
| J. M. Brown & Associates Inc. | 0.63% | — | 12,182 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +49.9% | 12,182 | $1.1M |
| Evergreen Wealth Partners LLC | 0.66% | New | 12,135 | $1.1M |
| Evernest Financial Advisors, LLC | 0.23% | No change | 12,050 | $1.1M |
| Crescent Grove Advisors, LLC | 0.09% | No change | 12,035 | $1.1M |
| Silverlake Wealth Management LLC | 0.21% | New | 11,959 | $1.1M |
| Redwood Financial Network Corp | 0.60% | Reduce -0.9% | 11,947 | $1.1M |
| CarsonAllaria Wealth Management, Ltd. | 0.47% | No change | 11,923 | $1.1M |
| Curtis Advisory Group, LLC | 0.21% | Reduce -70.4% | 11,826 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.4% | 11,764 | $1.1M |
| SlateStone Wealth, LLC | 0.08% | No change | 11,651 | $1.1M |
| Waldron Private Wealth LLC | 0.04% | Add +2.5% | 11,653 | $1.0M |
| Symphony Financial Services, Inc. | 0.46% | Add +1.4% | 11,447 | $1.0M |
| GTS Securities LLC | 0.02% | New | 11,406 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -31.8% | 11,279 | $1.0M |
| Summit Trail Advisors, LLC | 0.01% | Add +164.8% | 11,252 | $1.0M |
| Stephens Inc. | 0.01% | Add +11.1% | 11,215 | $1.0M |
| Brown Advisory Inc. | 0.00% | No change | 11,212 | $1.0M |
| Dupree Financial Group, LLC | 0.38% | Add +5.7% | 11,140 | $1.0M |
| Trivium Point Advisory, LLC | 0.09% | No change | 11,000 | $991K |
| Foster Group, Inc. | 0.03% | Reduce -0.5% | 10,964 | $988K |
| Sequent Planning LLC | 0.20% | Add +104.7% | 10,560 | $951K |
| Capital Group Private Client Services, Inc. | 0.01% | New | 10,402 | $937K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -4.5% | 10,397 | $937K |
| International Assets Investment Management, LLC | 0.06% | Reduce -46.4% | 10,492 | $934K |
| Glenview Trust Co | 0.01% | No change | 10,258 | $924K |
| HBW Advisory Services LLC | 0.08% | Reduce -12.3% | 10,231 | $922K |
| Signaturefd, LLC | 0.01% | Add +7.5% | 10,217 | $921K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.9% | 10,210 | $920K |
| OneAscent Family Office, LLC | 0.46% | Add +30.5% | 10,157 | $915K |
| Arax Advisory Partners | 0.01% | Reduce -2.8% | 10,141 | $914K |
| Steele Capital Management, Inc. | 0.03% | No change | 10,074 | $908K |
| Advance Capital Management, Inc. | 0.03% | Reduce -27.1% | 10,070 | $907K |
| Beacon Bridge Wealth Partners, LLC | 0.26% | Add +0.3% | 9,973 | $899K |
| Capital Asset Advisory Services LLC | 0.03% | No change | 9,959 | $897K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,959 | $897K |
| Betterment LLC | 0.00% | Add +6.0% | 9,902 | $892K |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 9,863 | $876K |
| BTG Pactual Asset Management US LLC | 0.07% | No change | 9,705 | $874K |
| Ridgeline Wealth Planning, LLC | 0.55% | Reduce -0.8% | 9,666 | $871K |
| Aptus Capital Advisors, LLC | 0.01% | Add +24.3% | 9,664 | $871K |
| Tenet Wealth Partners, LLC | 0.65% | — | 10,233 | $870K |
| Richmond Investment Services, LLC | 0.27% | Reduce -63.7% | 9,613 | $866K |
| RDA Financial Network | 0.19% | New | 9,609 | $866K |
| Lunt Capital Management, Inc. | 0.31% | Add +0.1% | 9,519 | $858K |
| Maseco LLP | 0.02% | New | 9,296 | $838K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.30% | Add +35.9% | 9,282 | $836K |
| Rossby Financial, LCC | 0.15% | Add +447.5% | 9,258 | $834K |
| Reyes Financial Architecture, Inc. | 0.46% | No change | 9,152 | $825K |
| Florida Financial Advisors, LLC | 0.14% | Add +9.8% | 9,111 | $821K |
| Strategic Blueprint, LLC | 0.04% | New | 9,006 | $811K |
| Savant Capital, LLC | 0.00% | Add +2.6% | 8,974 | $809K |
| Alta Wealth Advisors LLC | 0.22% | Add +0.1% | 8,962 | $807K |
| Flagship Wealth Advisors, LLC | 0.18% | No change | 8,906 | $802K |
| Fortis Capital Advisors, LLC | 0.09% | Add +4.6% | 8,659 | $780K |
| Mission Wealth Management, LP | 0.01% | Add +20.2% | 8,614 | $776K |
| Harbor Asset Planning, Inc. | 0.58% | Add +0.1% | 8,576 | $773K |
| PFG Advisors | 0.04% | Reduce -7.6% | 8,537 | $769K |
| Fortitude Advisory Group L.L.C. | 0.29% | Add +162.2% | 8,471 | $763K |
| Regatta Research & Money Management | 0.72% | — | 8,469 | $763K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -8.7% | 8,428 | $759K |
| Wealthgarden F.S. LLC | 0.43% | New | 8,394 | $756K |
| Next Capital Management LLC | 0.20% | Reduce -11.9% | 8,390 | $756K |
| Stonebrook Private Inc. | 0.14% | New | 8,277 | $746K |
| Olistico Wealth, LLC | 0.31% | Reduce -0.4% | 8,157 | $735K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -30.6% | 8,092 | $729K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +4127.8% | 8,075 | $728K |
| KDK Private Wealth Management, LLC | 0.60% | Add +0.1% | 8,015 | $722K |
| Plotkin Financial Advisors, LLC | 0.30% | Add +2.8% | 8,011 | $722K |
| Trek Financial, LLC | 0.04% | Add +148.6% | 7,812 | $704K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | No change | 7,808 | $704K |
| First Foundation Advisors | 0.03% | No change | 7,789 | $702K |
| Spire Wealth Management | 0.02% | Add +0.9% | 7,783 | $701K |
| Sowell Financial Services LLC | 0.02% | Add +14.4% | 7,756 | $699K |
| Ethos Financial Group, LLC | 0.05% | New | 8,396 | $699K |
| GWN Securities Inc. | 0.12% | New | 7,734 | $697K |
| Advyzon Investment Management, LLC | 0.05% | Add +124.5% | 7,730 | $696K |
| Strategic Investment Advisors / MI | 0.04% | Reduce -1.9% | 7,614 | $686K |
| WealthBridge Capital Management, LLC | 0.13% | Reduce -11.8% | 7,306 | $658K |
| PGIM Custom Harvest LLC | 0.01% | Add +1.2% | 7,285 | $656K |
| Redwood Family Wealth LLC | 0.58% | Reduce -1.9% | 7,233 | $652K |
| Carlson Financial, Inc. | 0.33% | Reduce -11.6% | 7,233 | $652K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -21.6% | 7,231 | $651K |
| Vertex Planning Partners, LLC | 0.09% | New | 7,032 | $634K |
| Optima Capital LLC | 0.25% | Add +9.1% | 7,027 | $633K |
| TCFG Investment Advisors, LLC | 0.21% | Reduce -0.4% | 7,019 | $632K |
| OneAscent Financial Services LLC | 0.03% | Add +133.5% | 7,006 | $631K |
| Seven Mile Advisory | 0.42% | New | 6,864 | $618K |
| Hyundai Investments Co., Ltd. | 0.67% | Add +10.7% | 6,953 | $617K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -2.4% | 6,814 | $614K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -2.3% | 6,783 | $611K |
| Argus Investors' Counsel, Inc. | 0.47% | Add +33.7% | 6,726 | $606K |
| 1900 Wealth Management LLC | 0.03% | Add +5.0% | 6,720 | $605K |
| US Bancorp \de | 0.00% | Add +31.2% | 6,697 | $603K |
| Andina Capital Management, LLC | 0.97% | New | 6,576 | $592K |
| Invariant Investment Management | 0.34% | Add +0.0% | 6,600 | $584K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -0.9% | 6,479 | $584K |
| Empowered Funds, LLC | 0.00% | Reduce -10.5% | 6,479 | $584K |
| Arrowroot Family Office, LLC | 0.16% | Add +0.2% | 6,347 | $572K |
| Simplicity Wealth,LLC | 0.02% | New | 6,345 | $572K |
| True North Advisors, LLC | 0.05% | No change | 6,278 | $566K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -1.8% | 6,241 | $562K |
| ATX Financial Planning, LLC | 0.37% | Reduce -7.1% | 6,209 | $559K |
| Guardian Asset Advisors, LLC | 0.26% | Add +0.8% | 6,161 | $555K |
| FLC Capital Advisors | 0.09% | New | 6,121 | $552K |
| Maridea Wealth Management LLC | 0.06% | New | 6,065 | $546K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 6,060 | $546K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +56.3% | 5,925 | $534K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.5% | 5,880 | $530K |
| Milestone Asset Management, LLC | 0.08% | New | 5,719 | $515K |
| Wick Capital Partners, LLC | 0.08% | No change | 5,693 | $513K |
| Wealthspire Advisors, LLC | 0.00% | Add +34.5% | 5,637 | $508K |
| Fiduciary Trust Co | 0.01% | Reduce -1.8% | 5,605 | $505K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -0.7% | 5,597 | $504K |
| Citadel Advisors | 0.00% | New | 5,559 | $501K |
| Jackson Wealth Management, LLC | 0.29% | Reduce -96.3% | 5,534 | $499K |
| Biltmore Family Office, LLC | 0.07% | No change | 5,500 | $496K |
| Intrepid Financial Planning Group LLC | 0.17% | Reduce -1.4% | 5,410 | $487K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,404 | $487K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +0.1% | 5,404 | $487K |
| 55 North Private Wealth, LLC | 0.10% | Reduce -50.6% | 5,394 | $486K |
| Retireful, LLC | 0.45% | Add +5.0% | 5,336 | $481K |
| Vantus Wealth LLC | 0.26% | — | 5,312 | $479K |
| Latitude Advisors, LLC | 0.19% | Add +3.6% | 5,309 | $478K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 5,248 | $473K |
| Pathstone Holdings, LLC | 0.00% | Add +7.0% | 5,240 | $472K |
| West Wealth Group, LLC | 0.08% | Add +0.3% | 5,233 | $471K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 5,205 | $469K |
| Financial Advisory Corp | 0.06% | Add +0.2% | 5,141 | $463K |
| Arkadios Wealth Advisors | 0.01% | Add +5.8% | 5,108 | $460K |
| Centaurus Financial, Inc. | 0.02% | Add +4.7% | 4,944 | $445K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -17.0% | 4,921 | $443K |
| Kintra Wealth, LLC | 0.02% | Reduce -77.2% | 5,054 | $442K |
| Lanark Financial, Inc. | 0.03% | Reduce -2.5% | 4,895 | $441K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -3.2% | 4,870 | $439K |
| Connors Investor Services Inc. | 0.04% | Add +5.6% | 4,845 | $437K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -2.2% | 4,842 | $436K |
| Berger Financial Group, Inc | 0.02% | Add +0.0% | 4,829 | $435K |
| Clear Investment Research, LLC | 0.68% | Add +0.0% | 4,822 | $434K |
| First American Trust, FSB | 0.03% | Add +2.6% | 4,745 | $428K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -41.5% | 4,735 | $427K |
| WESPAC Advisors, LLC | 0.21% | Add +0.0% | 4,718 | $425K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -18.8% | 4,710 | $424K |
| WJ Wealth Management, LLC | 0.17% | Reduce -3.0% | 4,685 | $422K |
| Harvest Investment Services, LLC | 0.06% | New | 4,633 | $417K |
| Signal Advisors Wealth, LLC | 0.02% | Add +43.1% | 4,627 | $417K |
| HRT Financial LP | 0.00% | New | 4,577 | $412K |
| Arq Wealth Advisors, LLC | 0.05% | No change | 4,805 | $409K |
| Meeder Advisory Services, Inc. | 0.01% | New | 4,534 | $408K |
| Prosperity Financial Group, Inc. | 0.13% | Add +1.3% | 4,531 | $408K |
| SHP Wealth Management | 0.03% | Add +3.9% | 4,522 | $407K |
| Avaii Wealth Management, LLC | 0.12% | Add +5.8% | 4,495 | $405K |
| MB Generational Wealth, LLC | 0.20% | No change | 4,484 | $404K |
| Lantern Wealth Advisors, LLC | 0.18% | Add +27.8% | 4,451 | $401K |
| One Capital Management, LLC | 0.01% | No change | 5,305 | $399K |
| Calamos Wealth Management LLC | 0.01% | Add +62.7% | 4,403 | $397K |
| Claro Advisors Inc. | 0.04% | New | 4,391 | $396K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | Reduce -30.9% | 4,371 | $393K |
| Midwest Trust Co | 0.00% | Reduce -0.7% | 4,331 | $390K |
| Bokf, NA | 0.01% | Add +220.3% | 4,321 | $389K |
| Vectors Research Management, LLC | 0.10% | No change | 4,312 | $389K |
| AMG National Trust Bank | 0.01% | No change | 4,300 | $387K |
| AEGON USA Investment Management, LLC | 0.33% | Reduce -13.2% | 4,270 | $385K |
| Maltin Wealth Management, Inc. | 0.13% | No change | 4,269 | $385K |
| VestGen Advisors, LLC | 0.01% | Add +41.1% | 4,247 | $383K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,232 | $381K |
| Titleist Asset Management, LLC | 0.03% | New | 4,207 | $379K |
| Choreo, LLC | 0.00% | Reduce -2.4% | 4,188 | $377K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -6.6% | 4,143 | $373K |
| Diversified Enterprises, LLC | 0.02% | Reduce -2.6% | 4,131 | $372K |
| Two West Capital Advisors LLC | 0.18% | New | 4,399 | $372K |
| Maripau Wealth Management LLC | 0.13% | Add +45.7% | 4,101 | $369K |
| Johnson Financial Group, LLC | 0.02% | New | 4,086 | $368K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +23.1% | 4,039 | $364K |
| Impact Partnership Wealth, LLC | 0.04% | Add +14.5% | 4,036 | $364K |
| BCU Wealth Advisors, LLC | 0.12% | Reduce -25.6% | 4,020 | $362K |
| Norris Perne & French LLP | 0.02% | Add +14.3% | 4,008 | $361K |
| Armbruster Capital Management, Inc. | 0.05% | No change | 4,000 | $360K |
| LongView Wealth Management | 0.09% | New | 3,932 | $354K |
| Quantum Financial Partners LLC | 0.18% | — | 3,925 | $354K |
| Ballast Rock Private Wealth LLC | 0.16% | Reduce -6.8% | 3,865 | $348K |
| 10Elms LLP | 0.16% | Add +649.5% | 3,860 | $348K |
| Parkside Financial Bank & Trust | 0.02% | Add +2.7% | 3,824 | $345K |
| Everhart Financial Group, Inc. | 0.02% | No change | 3,795 | $342K |
| Courier Capital LLC | 0.02% | No change | 3,782 | $341K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 3,745 | $337K |
| Hager Investment Management Services, LLC | 0.16% | No change | 3,742 | $337K |
| WealthCare Investment Partners, LLC | 0.08% | Add +1.6% | 3,710 | $334K |
| Inspire Advisors, LLC | 0.02% | Add +0.0% | 3,698 | $333K |
| Mutual Advisors, LLC | 0.01% | Reduce -21.7% | 3,687 | $332K |
| XTX Topco Ltd | 0.00% | New | 3,671 | $331K |
| Novem Group | 0.03% | Add +0.1% | 3,635 | $328K |
| Adamsbrown Wealth Consultants LLC | 0.06% | No change | 3,632 | $327K |
| Bank of Marin | 0.23% | Reduce -25.3% | 3,611 | $325K |
| Single Point Partners, LLC | 0.06% | Add +0.2% | 3,599 | $324K |
| Freedom Investment Management, Inc. | 0.09% | New | 3,590 | $323K |
| Founders Financial Securities LLC | 0.02% | Add +21.6% | 3,575 | $322K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 3,552 | $320K |
| J Hagan Capital, Inc. | 0.15% | Add +7.7% | 3,550 | $320K |
| Opus Financial Solutions LLC | 0.26% | Reduce -17.0% | 3,545 | $319K |
| Wealth Management Associates, Inc. | 0.09% | Add +10.2% | 3,542 | $319K |
| Spinnaker Investment Group, LLC | 0.05% | No change | 3,521 | $317K |
| Nuveen, LLC | 0.00% | New | 3,521 | $317K |
| Access Financial Services, Inc. | 0.10% | New | 3,488 | $314K |
| Almanack Investment Partners, LLC. | 0.04% | New | 3,433 | $309K |
| Abel Hall, LLC | 0.05% | New | 3,432 | $309K |
| Runnymede Capital Advisors, Inc. | 0.18% | No change | 3,431 | $309K |
| LVZ, Inc. | 0.03% | No change | 3,431 | $309K |
| Lakeridge Wealth Management LLC | 0.11% | Reduce -31.3% | 3,429 | $309K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.4% | 3,416 | $308K |
| Lloyd Advisory Services, LLC. | 0.12% | Add +551.5% | 3,375 | $304K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -9.8% | 3,367 | $303K |
| Abound Financial, LLC | 0.12% | No change | 3,322 | $299K |
| Guerra Pan Advisors, LLC | 0.17% | No change | 3,316 | $299K |
| Hibernia Wealth Partners, LLC | 0.16% | Reduce -50.0% | 3,237 | $292K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,233 | $291K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 3,233 | $291K |
| Fiduciary Financial Advisors | 0.03% | New | 3,232 | $291K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.6% | 3,220 | $290K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -26.9% | 3,218 | $290K |
| Indiana Trust & Investment Management Co | 0.08% | No change | 3,209 | $289K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,175 | $286K |
| CoreCap Advisors, LLC | 0.01% | Add +6.1% | 3,150 | $284K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.7% | 3,145 | $283K |
| Sagewood Asset Management LP | 0.06% | No change | 3,110 | $280K |
| Total Wealth Planning & Management, Inc. | 0.20% | No change | 3,020 | $272K |
| Decision Investments, Inc. | 0.25% | Reduce -1.5% | 3,018 | $272K |
| Curi Capital, LLC | 0.00% | Reduce -3.0% | 3,013 | $271K |
| Forefront Wealth Partners, LLC | 0.08% | New | 2,982 | $269K |
| Creekside Partners | 0.10% | No change | 2,960 | $267K |
| Financial Security Advisor, Inc. | 0.04% | Add +0.2% | 2,955 | $266K |
| Operose Advisors LLC | 0.05% | No change | 2,953 | $266K |
| Professional Financial Advisors, LLC | 0.05% | New | 2,951 | $266K |
| Fullerton Advisors, LLC | 0.25% | Add +0.2% | 2,910 | $262K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,892 | $261K |
| M&T Bank Corp | 0.00% | No change | 2,859 | $258K |
| Concentrum Wealth Management | 0.06% | New | 2,850 | $257K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -1.5% | 2,774 | $250K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 2,765 | $249K |
| Chokshi & Queen Wealth Advisors, Inc | 0.11% | Reduce -3.1% | 2,752 | $248K |
| Barnett & Company, Inc. | 0.18% | Reduce -2.3% | 2,751 | $248K |
| Global Trust Asset Management, LLC | 0.08% | Add +147.1% | 2,730 | $246K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 2,722 | $245K |
| Northstar Group, Inc. | 0.03% | Reduce -10.1% | 2,710 | $244K |
| Waterloo Capital, L.P. | 0.01% | New | 2,690 | $242K |
| Ritholtz Wealth Management | 0.00% | No change | 2,681 | $242K |
| Composition Wealth, LLC | 0.00% | Reduce -0.9% | 2,659 | $240K |
| Essex LLC | 0.04% | New | 2,619 | $236K |
| Insigneo Advisory Services, LLC | 0.01% | New | 2,614 | $236K |
| Gaddis Premier Wealth Advisors LLC | 0.14% | New | 2,613 | $235K |
| Keystone Financial Group | 0.01% | Reduce -4.5% | 2,606 | $235K |
| Partners in Financial Planning | 0.04% | New | 2,588 | $233K |
| Strategic Advisors LLC | 0.05% | New | 2,574 | $232K |
| Johnson Investment Counsel Inc. | 0.00% | New | 2,573 | $232K |
| Covenant Asset Management, LLC | 0.04% | New | 2,567 | $231K |
| CGC Financial Services, LLC | 0.05% | Reduce -1.9% | 2,560 | $231K |
| Matauro, LLC | 0.03% | New | 2,548 | $230K |
| Aegis Wealth Management, Inc. | 0.15% | New | 2,516 | $227K |
| Reliant Investment Partners, LLC | 0.15% | New | 2,508 | $226K |
| Crown Wealth Group, LLC | 0.06% | New | 2,480 | $223K |
| RMR Wealth Builders | 0.01% | New | 2,464 | $222K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 2,522 | $222K |
| SIMA Wealth Partners, LLC | 0.16% | No change | 2,462 | $222K |
| Curry Webb Wealth Management LLC | 0.09% | New | 2,458 | $221K |
| Cpwa, LLC | 0.25% | New | 2,436 | $219K |
| Medallion Wealth Advisors, LLC | 0.07% | Reduce -44.5% | 2,431 | $219K |
| Pennsylvania Capital Management Inc. | 0.06% | Reduce -14.4% | 2,424 | $218K |
| MBE Wealth Management, LLC | 0.08% | New | 2,409 | $217K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 2,402 | $216K |
| Zacks Investment Management | 0.00% | New | 2,398 | $216K |
| Strathmore Capital Advisors, Inc. | 0.06% | No change | 2,517 | $216K |
| Colonial Trust Co / SC | 0.03% | No change | 2,476 | $215K |
| Fisher Asset Management | 0.00% | Reduce -74.9% | 2,382 | $215K |
| BCGM Wealth Management, LLC | 0.05% | New | 2,367 | $213K |
| Cyr Financial Inc. | 0.11% | New | 2,357 | $212K |
| Chicago Wealth Management, Inc. | 0.07% | New | 2,341 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,337 | $211K |
| Legacy PCG, LLC | 1.04% | New | 2,436 | $210K |
| GK Wealth Management LLC | 0.13% | New | 2,323 | $209K |
| Douglass Winthrop Advisors, LLC | 0.00% | New | 2,322 | $209K |
| Allen Capital Group, LLC | 0.02% | New | 2,300 | $207K |
| Root Financial Partners, LLC | 0.01% | No change | 2,299 | $207K |
| Jump Financial, LLC | 0.00% | New | 2,284 | $206K |
| Moors & Cabot, Inc. | 0.01% | New | 2,264 | $204K |
| Dunhill Financial, LLC | 0.04% | No change | 2,263 | $204K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,254 | $203K |
| Aprio Wealth Management, LLC | 0.01% | New | 2,250 | $203K |
| GFS Advisors, LLC | 0.02% | New | 2,415 | $203K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,246 | $202K |
| Harbor Group, Inc. | 0.02% | New | 2,242 | $202K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +30.2% | 2,163 | $195K |
| Sarver Vrooman Wealth Advisors | 0.11% | Add +0.7% | 2,138 | $191K |
| Franklin Resources Inc. | 0.00% | No change | 2,085 | $188K |
| Solstein Capital, LLC | 0.06% | No change | 2,005 | $181K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,743 | $157K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,656 | $149K |
| Portfolio Resources Advisor Group, Inc. | 0.12% | New | 1,556 | $140K |
| Vanguard Advisers Inc. | 0.00% | Add +22.2% | 1,539 | $139K |
| Rothschild Investment LLC | 0.01% | No change | 1,475 | $133K |
| Valley National Advisers Inc. | 0.01% | No change | 1,403 | $126K |
| Ameriflex Group, Inc. | 0.05% | Add +0.2% | 1,271 | $115K |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +442.8% | 1,243 | $112K |
| Colonial Trust Advisors | 0.01% | No change | 1,205 | $109K |
| CVA Family Office, LLC | 0.01% | No change | 1,200 | $108K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,170 | $105K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,165 | $105K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 1,114 | $100K |
| Independence Bank of Kentucky | 0.01% | No change | 1,114 | $100K |
| AlphaCore Capital LLC | 0.00% | No change | 1,114 | $100K |
| MTM Investment Management, LLC | 0.03% | Add +57.1% | 1,100 | $99K |
| Noble Wealth Management PBC | 0.04% | No change | 1,050 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,030 | $93K |
| Investment Research & Advisory Group, Inc. | 0.03% | No change | 1,011 | $91K |
| CX Institutional | 0.00% | No change | 966 | $87K |
| Stone House Investment Management, LLC | 0.01% | Reduce -67.0% | 927 | $84K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.2% | 927 | $84K |
| PlanVest Financial, Inc | 0.05% | No change | 897 | $81K |
| Adirondack Trust Co. | 0.02% | No change | 818 | $74K |
| Glassman Wealth Services | 0.01% | Add +58.8% | 810 | $73K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -99.7% | 789 | $71K |
| Hantz Financial Services, Inc. | 0.00% | Add +26.7% | 684 | $62K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.6% | 691 | $61K |
| Signature Equity Partners, LLC | 0.03% | Add +64.8% | 651 | $59K |
| Russell Investments Group, Ltd. | 0.00% | Add +26.1% | 629 | $57K |
| Crewe Advisors LLC | 0.00% | No change | 628 | $57K |
| Howe & Rusling Inc. | 0.00% | No change | 611 | $55K |
| Centrica Wealth Management, LLC | 0.04% | — | 713 | $55K |
| Luken Investment Analytics, LLC | 0.02% | No change | 600 | $54K |
| Center for Financial Planning, Inc. | 0.01% | No change | 597 | $54K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -55.3% | 580 | $52K |
| SYM FINANCIAL Corp | 0.00% | No change | 566 | $51K |
| LGT Financial Advisors LLC | 0.27% | New | 557 | $50K |
| TOP Private Wealth LLC. | 0.05% | — | 554 | $50K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +45.2% | 546 | $49K |
| REAP Financial Group, LLC | 0.01% | No change | 532 | $48K |
| Continuum Advisory, LLC | 0.00% | New | 529 | $48K |
| Oakmont Advisory Group, LLC | 0.04% | New | 515 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 514 | $46K |
| Family Capital Trust Co | 0.01% | No change | 504 | $45K |
| Burkett Financial Services, LLC | 0.01% | Add +0.4% | 503 | $45K |
| Truvestments Capital LLC | 0.01% | No change | 500 | $45K |
| Millstone Evans Group, LLC | 0.02% | No change | 497 | $45K |
| Highline Wealth Partners LLC | 0.01% | No change | 493 | $44K |
| Spectrum Wealth Advisory Group, LLC | 0.01% | New | 490 | $44K |
| Ancora Advisors LLC | 0.00% | Add +0.2% | 475 | $43K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 462 | $42K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 400 | $36K |
| Bernard Wealth Management Corp. | 0.01% | No change | 389 | $35K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.3% | 369 | $33K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 350 | $32K |
| Hollencrest Capital Management | 0.00% | Add +22.1% | 353 | $32K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -52.2% | 343 | $31K |
| Anchor Investment Management, LLC | 0.00% | Add +0.3% | 287 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 282 | $25K |
| Park Place Capital Corp | 0.00% | New | 281 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 260 | $23K |
| First Horizon Corp. | 0.00% | No change | 255 | $23K |
| CENTRAL TRUST Co | 0.00% | Reduce -75.8% | 226 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | New | 225 | $20K |
| Providence Capital Advisors, LLC | 0.00% | No change | 220 | $20K |
| Salem Investment Counselors Inc. | 0.00% | No change | 215 | $19K |
| Kilter Group LLC | 0.01% | No change | 197 | $18K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 190 | $17K |
| Abound Wealth Management | 0.00% | Reduce -59.4% | 189 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 188 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 183 | $16K |
| Golden State Wealth Management, LLC | 0.00% | Add +34.1% | 181 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $16K |
| CDKV Holdings LLC | 0.01% | No change | 178 | $16K |
| Quantbot Technologies LP | 0.00% | New | 173 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 166 | $15K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 166 | $15K |
| Napier Financial, LLC | 0.00% | No change | 155 | $14K |
| Community Bank, N.A. | 0.00% | No change | 155 | $14K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 151 | $14K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -71.8% | 146 | $13K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 141 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 129 | $12K |
| Chesapeake Asset Management LLC | 0.01% | No change | 125 | $11K |
| MCF Advisors LLC | 0.00% | Reduce -80.5% | 122 | $11K |
| Family Manage LLC | 0.00% | No change | 114 | $10K |
| Cornerstone Planning Group LLC | 0.00% | New | 120 | $10K |
| IMG Wealth Management, Inc. | 0.01% | No change | 111 | $10K |
| City State Bank | 0.00% | No change | 111 | $10K |
| Wagner Wealth Management, LLC | 0.00% | No change | 103 | $9K |
| Nova Wealth Management, Inc. | 0.01% | No change | 101 | $9K |
| Centerpoint Advisors, LLC | 0.00% | No change | 102 | $9K |
| Bullock Wealth Management Group | 0.00% | No change | 101 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 92 | $8K |
| IMA Advisory Services, Inc. | 0.00% | No change | 89 | $8K |
| Bayban | 0.01% | No change | 87 | $8K |
| Bfsg, LLC | 0.00% | Reduce -47.7% | 80 | $7K |
| Nemes Rush Group LLC | 0.00% | Add +1.3% | 78 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 70 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 67 | $6K |
| FWL Investment Management, LLC | 0.00% | No change | 62 | $6K |
| Evermay Wealth Management LLC | 0.00% | No change | 62 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 54 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 52 | $5K |
| WealthShield Partners, LLC | 0.00% | New | 33 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 32 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 29 | $3K |
| Sims Investment Management, LLC | 0.00% | New | 27 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | New | 23 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 17 | $2K |
| Logan Capital Management Inc. | 0.00% | — | 14 | $1K |
| Trust Co. of Vermont | 0.00% | — | 13 | $1K |
| Barrett & Company, Inc. | 0.00% | No change | 6 | $546 |
| Burk Holdings LLC | 0.00% | No change | 5 | $489 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 3 | $270 |
| Signature Resources Capital Management, LLC | 0.00% | New | 3 | $270 |
| AdvisorNet Financial, Inc | 0.00% | No change | 2 | $180 |
"% of holder's portfolio" is SPHQ's weight in each manager's 13F, not the share of Invesco S&P 500 Quality ETF the manager owns.