SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q4 2024 (December 31)1,024holders +65
71new positions
76sold out
5famous investors
$51.20avg. 13F price*
At the end of Q4 2024, 1,024 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 65 from Q3 2024. 71 opened new positions and 76 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.0B), LPL Financial LLC ($2.1B) and Allworth Financial LP ($1.1B). 5 famous investors held it, including Paul Tudor Jones (0.1% 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
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $202.2M |
| Exits | 76 | $237.0M |
All 13F filers, Q3 2024 → Q4 2024: 30,877,625 shares bought and 27,415,013 shares sold, net +3,462,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,024 holders
| Financial Engines Advisors L.L.C. | 8.42% | Add +2.0% | 78,214,398 | $4.0B |
| LPL Financial LLC | 0.86% | Add +5.8% | 41,404,616 | $2.1B |
| Allworth Financial LP | 5.87% | Add +0.3% | 20,370,433 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -4.2% | 9,186,400 | $469.8M |
| Ameriprise Financial Inc. | 0.11% | Add +10.6% | 8,030,623 | $410.7M |
| Valmark Advisers, Inc. | 6.08% | Add +2.3% | 7,666,293 | $392.1M |
| UBS Group AG | 0.08% | Add +9.8% | 6,957,205 | $355.8M |
| Bank of America Corp. | 0.03% | Reduce -22.3% | 5,945,261 | $304.0M |
| Horizon Investments, LLC | 8.51% | Add +300.5% | 5,797,361 | $296.5M |
| Raymond James Financial Inc. | 0.10% | — | 5,503,158 | $281.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.3% | 5,440,752 | $278.2M |
| Royal Bank of Canada | 0.06% | Add +32.3% | 5,343,491 | $273.3M |
| Cwm, LLC | 0.98% | Add +6.4% | 4,628,432 | $236.7M |
| Advisory Alpha, LLC | 8.35% | Reduce -1.9% | 4,586,864 | $234.6M |
| NorthRock Partners, LLC | 7.34% | Add +1.6% | 4,398,254 | $224.9M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -67.0% | 4,147,711 | $212.1M |
| Willis Johnson & Associates, Inc. | 15.93% | Add +2.8% | 4,054,405 | $207.3M |
| Equitable Holdings, Inc. | 1.92% | Add +2.9% | 3,934,360 | $201.2M |
| Franklin Resources Inc. | 0.06% | Add +5.6% | 3,896,869 | $199.3M |
| Tiaa Trust, National Association | 0.60% | Add +1.2% | 3,877,502 | $198.3M |
| Cerity Partners LLC | 0.38% | Add +0.1% | 3,436,633 | $175.8M |
| Osaic Holdings, Inc. | 0.39% | Reduce -14.0% | 3,433,669 | $175.6M |
| Townsquare Capital LLC | 1.96% | Reduce -10.7% | 3,388,103 | $173.3M |
| Bank of New York Mellon Corp | 0.03% | Add +105.0% | 3,312,481 | $169.4M |
| Dynasty Wealth Management, LLC | 2.92% | Add +71.6% | 3,310,399 | $169.3M |
| Quotient Wealth Partners, LLC | 5.43% | Add +1.3% | 3,245,646 | $166.0M |
| Nicolet Advisory Services, LLC | 14.04% | Add +1.0% | 3,032,163 | $152.9M |
| Private Advisor Group, LLC | 0.85% | Add +7.3% | 2,962,779 | $151.5M |
| Cetera Investment Advisers | 0.31% | Reduce -0.8% | 2,867,634 | $146.7M |
| Betterment LLC | 0.33% | Reduce -6.0% | 2,715,418 | $138.9M |
| Lutz Financial Services LLC | 9.14% | Add +0.0% | 2,211,625 | $113.1M |
| AE Wealth Management LLC | 0.89% | Add +4.4% | 2,052,029 | $104.9M |
| First National Trust Co | 3.79% | Reduce -6.1% | 1,974,529 | $101.0M |
| HighTower Advisors, LLC | 0.13% | Reduce -1.7% | 1,920,285 | $98.2M |
| Simon Quick Advisors, LLC | 5.82% | Reduce -1.4% | 1,899,013 | $97.1M |
| Gerber Kawasaki Wealth & Investment Management | 4.15% | Add +5.5% | 1,865,202 | $95.4M |
| Flputnam Investment Management Co. | 1.73% | Reduce -1.0% | 1,851,744 | $94.7M |
| Angeles Wealth Management, LLC | 7.53% | Add +3.1% | 1,785,267 | $91.3M |
| Mariner, LLC | 0.15% | Add +4.9% | 1,749,116 | $89.4M |
| Old National Bancorp | 2.09% | Add +1.0% | 1,720,635 | $88.0M |
| Magnus Financial Group LLC | 8.24% | Add +3.9% | 1,663,931 | $85.1M |
| AlphaStar Capital Management, LLC | 8.77% | Add +9.2% | 1,640,600 | $83.9M |
| KWB Wealth | 10.36% | Reduce -3.6% | 1,581,730 | $83.6M |
| Flagship Harbor Advisors, LLC | 4.32% | Add +1.0% | 1,606,593 | $82.2M |
| Octavia Wealth Advisors, LLC | 9.87% | Add +3.2% | 1,589,822 | $81.3M |
| Independent Advisor Alliance | 1.05% | Add +6012.4% | 1,553,951 | $79.5M |
| N.E.W. Advisory Services LLC | 7.54% | Reduce -1.7% | 1,552,616 | $79.4M |
| Wells Fargo & Company | 0.02% | Add +9.7% | 1,447,239 | $74.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.5% | 1,430,551 | $73.2M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -5.5% | 1,416,721 | $72.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +10.3% | 1,373,409 | $70.2M |
| Elevation Point Wealth Partners, LLC | 5.65% | New | 1,366,875 | $69.9M |
| Commonwealth Equity Services, LLC | 0.10% | Add +9.0% | 1,331,128 | $68.1M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +46.5% | 1,297,050 | $66.3M |
| Bell Bank | 4.76% | New | 1,252,623 | $64.1M |
| Modern Wealth Management, LLC | 2.37% | Add +64.5% | 1,241,472 | $63.5M |
| Good Life Advisors, LLC | 4.61% | Reduce -4.1% | 1,238,548 | $63.3M |
| FMR LLC | 0.00% | Add +0.7% | 1,114,216 | $57.0M |
| Klingman & Associates, LLC | 3.55% | Reduce -1.1% | 1,098,135 | $56.2M |
| Nicolet Bankshares Inc. | 10.77% | Add +0.4% | 1,078,673 | $55.2M |
| Nottingham Advisors, Inc. | 6.99% | Reduce -9.0% | 1,076,664 | $55.1M |
| Stifel Financial Corp. | 0.05% | Reduce -1.1% | 1,029,629 | $52.7M |
| Prudential Financial Inc. | 0.07% | Add +20.3% | 1,016,021 | $52.0M |
| Compton Financial Group, LLC | 15.02% | Add +3.9% | 988,532 | $50.6M |
| Roberts Financial Services LLC | 9.20% | Add +4.2% | 952,870 | $48.7M |
| Founders Financial Securities LLC | 4.31% | Add +44.8% | 934,958 | $47.8M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -23.7% | 876,683 | $44.8M |
| IHT Wealth Management, LLC | 1.43% | Reduce -5.3% | 869,440 | $44.5M |
| Whitcomb & Hess, Inc. | 13.62% | Reduce -0.8% | 862,537 | $44.1M |
| Accredited Investors Inc. | 2.54% | Reduce -1.9% | 847,176 | $43.3M |
| CoreCap Advisors, LLC | 1.97% | Add +10.8% | 846,811 | $43.3M |
| Arrow Financial Corp | 3.84% | Reduce -9.8% | 791,546 | $40.5M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +10.6% | 775,552 | $39.7M |
| Balanced Wealth Group LLC | 17.51% | Add +1.8% | 802,804 | $39.0M |
| CGN Advisors LLC | 3.75% | Add +6.3% | 754,750 | $38.6M |
| Creative Financial Designs Inc. | 3.11% | Add +4.2% | 749,499 | $38.3M |
| Facet Wealth, Inc. | 1.01% | Add +2.7% | 728,798 | $38.0M |
| Scarborough Advisors, LLC | 5.17% | Add +506.1% | 714,732 | $36.6M |
| Williams Financial, LLC | 22.59% | Add +0.9% | 709,350 | $36.3M |
| Creative Planning | 0.03% | Add +834.2% | 702,615 | $35.9M |
| Woodard & Co. Asset Management Group Inc. | 7.51% | Add +2.2% | 681,506 | $34.9M |
| MML Investors Services, LLC | 0.12% | Reduce -11.3% | 680,432 | $34.8M |
| Perennial Investment Advisors, LLC | 4.05% | Reduce -11.5% | 671,960 | $34.4M |
| Thrivent Financial for Lutherans | 0.07% | Add +0.3% | 630,953 | $34.2M |
| Diversify Wealth Management, LLC | 2.53% | Add +41.8% | 644,421 | $32.5M |
| Benjamin Edwards Inc. | 0.46% | Add +1.3% | 632,296 | $32.3M |
| Signet Financial Management, LLC | 4.12% | Reduce -1.4% | 630,839 | $32.3M |
| Clark Capital Management Group, Inc. | 0.22% | Reduce -80.7% | 621,372 | $31.8M |
| Gladstone Institutional Advisory LLC | 1.47% | Add +33.9% | 621,185 | $31.8M |
| Convergence Financial, LLC | 6.21% | Add +20.5% | 608,587 | $31.1M |
| Avior Wealth Management, LLC | 1.13% | Add +0.8% | 603,928 | $30.9M |
| Corient Private Wealth LP | 0.05% | Reduce -7.1% | 602,385 | $30.8M |
| Vicus Capital | 2.71% | Add +2.9% | 596,751 | $30.5M |
| Great Valley Advisor Group, Inc. | 0.66% | Add +12.7% | 580,638 | $29.7M |
| Integrated Wealth Concepts LLC | 0.34% | Add +63.5% | 572,099 | $29.3M |
| BIP Wealth, LLC | 1.95% | Reduce -6.7% | 570,749 | $29.2M |
| Inspirion Wealth Advisors, LLC | 4.04% | Reduce -0.7% | 565,590 | $28.9M |
| Koss-Olinger Consulting, LLC | 2.50% | Add +7.1% | 558,916 | $28.6M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 555,527 | $28.4M |
| Tennessee Valley Asset Management Partners | 4.73% | Reduce -1.6% | 552,524 | $28.3M |
| Tsfg, LLC | 5.79% | Add +4.6% | 550,904 | $28.2M |
| Riversedge Advisors, LLC | 6.29% | Add +0.7% | 544,149 | $27.8M |
| ERn Financial, LLC | 4.16% | Add +3.7% | 541,565 | $27.7M |
| Choice Wealth Advisors LLC | 13.93% | Add +1.4% | 533,373 | $27.3M |
| Brandywine Oak Private Wealth LLC | 2.63% | Add +3.0% | 526,468 | $26.9M |
| Geneos Wealth Management Inc. | 0.93% | Reduce -1.2% | 521,412 | $26.7M |
| Measured Wealth Private Client Group, LLC | 8.60% | Reduce -0.7% | 520,611 | $26.6M |
| Courier Capital LLC | 1.82% | Add +33.6% | 517,209 | $26.5M |
| Western Wealth Management, LLC | 1.41% | Add +5.8% | 516,063 | $26.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +3.5% | 512,616 | $26.2M |
| Redwood Investment Management, LLC | 2.55% | Add +383.4% | 511,184 | $26.1M |
| Waverly Advisors, LLC | 0.39% | Add +11.8% | 493,314 | $25.2M |
| Dakota Wealth Management | 0.58% | Add +7.7% | 489,827 | $25.0M |
| Higgins & Schmidt Wealth Strategies LLC | 15.42% | Add +93.0% | 483,639 | $24.7M |
| Rodgers & Associates, LTD | 2.90% | Reduce -2.0% | 475,300 | $24.3M |
| Visionary Horizons, LLC | 15.73% | Add +9.7% | 468,788 | $24.0M |
| Marathon Mission, Inc. | 16.19% | Add +3.6% | 465,026 | $23.8M |
| Sanctuary Advisors, LLC | 0.15% | Add +9.0% | 445,245 | $23.5M |
| Merit Financial Group, LLC | 0.42% | Add +0.3% | 458,732 | $23.5M |
| MBE Wealth Management, LLC | 13.17% | Add +1.8% | 457,321 | $23.4M |
| Moneco Advisors, LLC | 2.45% | Add +30.8% | 454,685 | $23.3M |
| Avantax Planning Partners, Inc. | 0.83% | Reduce -2.8% | 452,649 | $23.1M |
| Alta Wealth Advisors LLC | 10.12% | Add +3.9% | 452,260 | $23.1M |
| Pinnacle Wealth Planning Services, Inc. | 3.45% | Add +0.0% | 448,668 | $22.9M |
| Harbor Group, Inc. | 5.10% | Add +2.3% | 443,828 | $22.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 11.31% | Reduce -0.3% | 432,255 | $22.1M |
| NewEdge Advisors, LLC | 0.13% | Reduce -6.5% | 419,106 | $21.4M |
| Windsor Capital Management, LLC | 6.26% | Reduce -2.9% | 412,678 | $21.1M |
| Alesco Advisors, LLC, An ESL Co | 0.66% | Reduce -4.1% | 410,886 | $21.0M |
| SkyOak Wealth, LLC | 4.39% | Add +2.5% | 401,574 | $20.5M |
| Atticus Wealth Management, LLC | 6.29% | Reduce -0.3% | 395,792 | $20.2M |
| Integrated Capital Management, LLC | 10.71% | Add +2.6% | 393,756 | $20.1M |
| Hamilton Capital, LLC | 1.52% | Add +4.5% | 390,871 | $20.0M |
| Global Retirement Partners, LLC | 0.57% | Add +10.5% | 389,150 | $19.9M |
| Cary Street Partners Financial LLC | 0.63% | — | 382,808 | $19.6M |
| Mgo One Seven LLC | 0.75% | Add +5.5% | 382,571 | $19.6M |
| Potentia Wealth | 8.64% | — | 379,955 | $19.4M |
| Prism Advisors, Inc. | 5.82% | Add +0.7% | 379,513 | $19.4M |
| Visionary Wealth Advisors | 1.13% | Add +659.1% | 377,482 | $19.3M |
| TPG Financial Advisors, LLC | 8.25% | Add +5.5% | 370,741 | $19.0M |
| Retirement Planning Group, LLC | 0.94% | Reduce -3.4% | 366,462 | $18.7M |
| Money Design Co.,Ltd. | 0.96% | Reduce -16.7% | 364,573 | $18.6M |
| Truist Financial Corp. | 0.03% | Add +8.9% | 364,151 | $18.6M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -3.1% | 362,925 | $18.6M |
| CarsonAllaria Wealth Management, Ltd. | 10.57% | Add +2.5% | 361,151 | $18.5M |
| Baird Financial Group, Inc. | 0.03% | Add +2.5% | 356,508 | $18.2M |
| Fifth Third Securities, Inc. | 1.54% | Add +7.8% | 354,130 | $18.1M |
| Leslie Global Wealth, LLC | 8.35% | Reduce -1.5% | 351,965 | $18.0M |
| Graney & King, LLC | 13.55% | — | 350,823 | $17.9M |
| Avantax Advisory Services, Inc. | 0.11% | Add +3.8% | 350,328 | $17.9M |
| Freestate Advisors LLC | 18.51% | Reduce -1.8% | 350,164 | $17.9M |
| SilverOak Wealth Management LLC | 3.84% | Add +10.7% | 348,660 | $17.8M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +13.2% | 345,297 | $17.7M |
| Navalign, LLC | 5.16% | Add +1.0% | 343,198 | $17.6M |
| Brookstone Capital Management | 0.25% | Reduce -4.3% | 340,812 | $17.4M |
| Goodman Advisory Group, LLC | 5.13% | Add +2.5% | 339,925 | $17.4M |
| AA Financial Advisors, LLC | 4.54% | Add +13.9% | 333,226 | $17.0M |
| McAdam, LLC | 0.92% | Add +4.3% | 330,459 | $16.9M |
| First Heartland Consultants, Inc. | 1.73% | Add +7.3% | 329,916 | $16.9M |
| Wealth Advisors of Iowa, LLC | 8.50% | Add +2.3% | 329,558 | $16.9M |
| Cynosure Group, LLC | 2.50% | Add +20.3% | 327,421 | $16.8M |
| Stratos Wealth Partners, LTD. | 0.24% | Reduce -39.1% | 327,486 | $16.7M |
| Meritage Portfolio Management | 1.03% | Add +42.4% | 324,253 | $16.6M |
| Nomura Asset Management Co. Ltd. | 0.05% | New | 316,885 | $16.2M |
| SteelPeak Wealth, LLC | 0.67% | Add +10.3% | 316,843 | $16.2M |
| Demars Financial Group, LLC | 7.07% | Add +3.3% | 315,701 | $16.1M |
| Larson Financial Group LLC | 0.81% | Reduce -9.4% | 305,542 | $15.6M |
| Destiny Capital Corp | 9.43% | Add +1.5% | 303,822 | $15.5M |
| Hunting Hill Global Capital, LLC | 6.83% | Add +1269.3% | 297,605 | $15.2M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -79.5% | 297,009 | $15.2M |
| Orion Portfolio Solutions, LLC | 0.15% | Reduce -79.5% | 297,009 | $15.2M |
| Eaton Financial Holdings Company, LLC | 5.85% | Add +1.1% | 296,857 | $15.2M |
| Strategic Financial Partners, Ltd. | 7.73% | Add +34.3% | 295,916 | $15.1M |
| Journey Strategic Wealth LLC | 0.57% | Add +0.8% | 295,691 | $15.1M |
| Diligent Investors, LLC | 3.46% | Add +0.8% | 294,808 | $15.1M |
| Sargent Investment Group, LLC | 2.43% | Reduce -5.2% | 293,185 | $14.9M |
| 1834 Investment Advisors Co. | 1.87% | Reduce -11.6% | 289,573 | $14.8M |
| Yeomans Consulting Group, Inc. | 5.45% | Add +0.4% | 284,440 | $14.5M |
| Confluence Investment Management LLC | 0.20% | Add +3.0% | 281,066 | $14.4M |
| Ackerman Capital Advisors, LLC | 3.76% | Add +2.9% | 280,501 | $14.3M |
| Executive Wealth Management, LLC | 1.12% | Reduce -1.7% | 279,399 | $14.3M |
| Millington Financial Advisors, LLC | 8.23% | Add +5.2% | 271,030 | $14.2M |
| Great Lakes Retirement, Inc. | 1.82% | Reduce -1.1% | 275,987 | $14.1M |
| Silver Oak Securities, Incorporated | 1.29% | Add +44.3% | 272,179 | $13.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +1.6% | 271,682 | $13.9M |
| Private Wealth Group, LLC | 6.77% | Add +3.0% | 270,653 | $13.8M |
| Horizon Financial Services, LLC | 7.77% | Reduce -2.6% | 270,251 | $13.8M |
| CX Institutional | 0.55% | Add +62.4% | 269,966 | $13.8M |
| Symphony Financial, Ltd. Co. | 2.14% | Add +4.9% | 259,534 | $13.6M |
| Kingsview Wealth Management, LLC | 0.26% | Add +3.1% | 256,364 | $13.1M |
| Reston Wealth Management LLC | 4.80% | Add +0.1% | 252,412 | $12.9M |
| Meridian Wealth Management, LLC | 0.61% | Reduce -3.3% | 252,256 | $12.9M |
| Abound Financial, LLC | 6.31% | — | 243,378 | $12.4M |
| Verus Capital Partners, LLC | 1.19% | Add +3.7% | 242,344 | $12.4M |
| Hills Bank & Trust Co | 0.92% | Add +23.5% | 239,185 | $12.2M |
| New England Capital Financial Advisors LLC | 5.88% | Reduce -1.0% | 235,494 | $12.0M |
| Fifth Third Bancorp | 0.04% | Add +55.0% | 231,880 | $11.9M |
| Optimist Retirement Group LLC | 5.60% | Add +3.1% | 231,537 | $11.8M |
| IFG Advisory, LLC | 0.66% | Add +36.5% | 227,945 | $11.7M |
| SOA Wealth Advisors, LLC. | 2.14% | Add +48.7% | 227,691 | $11.6M |
| Probity Advisors, Inc. | 2.23% | Add +3.1% | 226,479 | $11.6M |
| NewSquare Capital LLC | 0.92% | Reduce -3.3% | 225,428 | $11.5M |
| Concurrent Investment Advisors, LLC | 0.31% | Add +46.2% | 225,129 | $11.5M |
| Clear Creek Financial Management, LLC | 1.24% | Add +13.6% | 224,224 | $11.5M |
| Valtinson Bruner Financial Planning LLC | 3.90% | Add +0.2% | 218,468 | $11.2M |
| Financial Council, LLC | 5.72% | Add +2.4% | 217,173 | $11.1M |
| Diversify Advisory Services, LLC | 0.61% | Reduce -0.2% | 219,084 | $11.0M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +0.9% | 214,727 | $11.0M |
| Foguth Wealth Management, LLC. | 2.87% | Add +597.7% | 208,486 | $11.0M |
| GHP Investment Advisors, Inc. | 0.51% | Add +4.5% | 213,089 | $10.9M |
| Summit Financial, LLC | 0.38% | Add +13.1% | 213,064 | $10.9M |
| Wrapmanager Inc. | 2.73% | Add +0.6% | 208,554 | $10.7M |
| Dogwood Wealth Management LLC | 5.59% | Add +19.9% | 206,496 | $10.6M |
| Power Wealth Management LLC | 4.36% | Add +9.3% | 204,226 | $10.4M |
| Savant Capital, LLC | 0.08% | Reduce -5.5% | 202,734 | $10.4M |
| M&T Bank Corp | 0.03% | Add +5.6% | 201,803 | $10.3M |
| Oak Harvest Investment Services | 1.43% | Add +13.6% | 201,182 | $10.3M |
| Hofer & Associates. Inc | 6.90% | Reduce -1.7% | 201,130 | $10.3M |
| Spire Wealth Management | 0.32% | Reduce -4.5% | 199,343 | $10.2M |
| Goldstone Financial Group, LLC | 1.59% | Add +21.3% | 198,961 | $10.2M |
| Legacy Financial Group LLC | 1.64% | Add +1.1% | 197,992 | $10.1M |
| Asset Allocation Strategies LLC | 2.41% | Add +33.5% | 191,337 | $10.0M |
| Signal Advisors Wealth, LLC | 1.13% | Add +417.1% | 195,913 | $10.0M |
| Stone Summit Wealth LLC | 3.36% | Reduce -4.8% | 195,511 | $10.0M |
| Axxcess Wealth Management, LLC | 0.24% | Reduce -23.1% | 192,032 | $9.8M |
| Focus Partners Wealth | 0.03% | Add +9.2% | 190,254 | $9.7M |
| PAX Financial Group, LLC | 1.72% | Reduce -2.9% | 188,089 | $9.6M |
| Collaborative Wealth Managment Inc. | 4.33% | Add +1.7% | 186,725 | $9.5M |
| Stephens Inc. | 0.13% | Add +8.5% | 185,991 | $9.5M |
| Sterling Group Wealth Management, LLC | 4.92% | Add +2.5% | 185,383 | $9.5M |
| GenWealth Group, Inc. | 2.15% | Add +2.7% | 184,960 | $9.5M |
| Juncture Wealth Strategies, LLC | 3.41% | Reduce -0.9% | 178,993 | $9.2M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -29.1% | 177,638 | $9.1M |
| BCS Wealth Management | 2.18% | Add +16.2% | 171,766 | $8.8M |
| Pecaut & Co. | 3.03% | Add +7.7% | 171,416 | $8.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -0.6% | 169,266 | $8.7M |
| Novem Group | 1.25% | — | 164,705 | $8.4M |
| Hobart Private Capital, LLC | 2.08% | Add +1.2% | 163,808 | $8.4M |
| Marshall Investment Management, LLC | 4.89% | — | 156,990 | $8.3M |
| Quent Capital, LLC | 0.85% | Add +2.1% | 159,811 | $8.2M |
| Madrid Financial Services | 6.44% | — | 158,706 | $8.1M |
| American Financial & Tax Strategies Inc. | 4.20% | Add +21.0% | 158,620 | $8.1M |
| 1900 Wealth Management LLC | 0.68% | Reduce -0.7% | 158,012 | $8.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.23% | No change | 156,617 | $8.0M |
| CHURCHILL MANAGEMENT Corp | 0.09% | Reduce -1.0% | 155,648 | $8.0M |
| Promus Capital, LLC | 6.03% | — | 153,821 | $7.9M |
| Portside Wealth Group, LLC | 1.29% | Reduce -11.4% | 152,210 | $7.8M |
| Atria Investments, Inc | 0.10% | Reduce -0.4% | 151,432 | $7.7M |
| Waller Financial Planning Group, Inc. | 1.95% | Add +8.9% | 151,131 | $7.7M |
| JNBA Financial Advisors | 0.79% | Reduce -2.9% | 150,387 | $7.7M |
| Auour Investments LLC | 2.67% | Add +4.5% | 145,180 | $7.6M |
| Gibbs Wealth Management | 2.07% | Add +9.9% | 149,081 | $7.6M |
| Financial Gravity Companies, Inc. | 1.74% | Add +5.8% | 148,747 | $7.6M |
| Trilogy Capital Inc. | 0.39% | Add +10.4% | 146,514 | $7.5M |
| Lynch & Associates | 1.62% | Add +3.0% | 145,584 | $7.4M |
| Quadrature Capital Ltd | 0.15% | New | 145,061 | $7.4M |
| GeoWealth Management, LLC | 0.24% | Add +3.5% | 143,852 | $7.4M |
| Key Financial Inc | 1.66% | Reduce -0.1% | 143,093 | $7.3M |
| Ausdal Financial Partners, Inc. | 0.63% | Add +7.3% | 141,816 | $7.3M |
| Stevens Capital Partners | 3.28% | Add +0.8% | 141,707 | $7.2M |
| Laurel Wealth Planning LLC | 4.61% | Add +3.0% | 139,877 | $7.2M |
| Stratos Wealth Advisors, LLC | 0.34% | Reduce -7.3% | 138,725 | $7.1M |
| Partnership Wealth Management, LLC | 5.87% | Add +12.7% | 137,833 | $7.0M |
| Cooper Financial Group | 0.84% | Reduce -2.7% | 135,626 | $6.9M |
| Independent Wealth Network Inc. | 2.82% | Add +4.4% | 135,497 | $6.9M |
| Red Crane Wealth Management, LLC | 6.56% | — | 135,464 | $6.9M |
| Arete Wealth Advisors, LLC | 0.49% | Add +29.7% | 133,628 | $6.8M |
| Cannon Wealth Management Services, LLC | 5.89% | Reduce -3.3% | 130,507 | $6.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.3% | 133,286 | $6.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -72.3% | 131,573 | $6.7M |
| Denver Wealth Management, Inc. | 3.00% | Add +9.3% | 130,306 | $6.7M |
| Olde Wealth Management, LLC | 2.34% | Reduce -1.4% | 128,290 | $6.6M |
| Cardinal Strategic Wealth Guidance | 2.09% | Add +1.4% | 128,215 | $6.6M |
| Ignite Planners, LLC | 1.42% | Add +3.9% | 126,490 | $6.5M |
| Uptown Financial Advisors LLC | 6.98% | — | 126,633 | $6.5M |
| Gunma Bank,Ltd. | 2.11% | Add +71.2% | 125,000 | $6.4M |
| Modera Wealth Management, LLC | 0.08% | Add +202.8% | 124,412 | $6.4M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +91.9% | 122,353 | $6.3M |
| Intergy Private Wealth, LLC | 2.33% | Add +0.0% | 122,267 | $6.3M |
| HM Payson & Co. | 0.11% | Reduce -23.4% | 121,945 | $6.2M |
| Snider Financial Group | 1.91% | Add +5.6% | 120,730 | $6.2M |
| Foundations Investment Advisors, LLC | 0.12% | Add +5.8% | 120,369 | $6.2M |
| Capital Advisory Group Advisory Services, LLC | 2.16% | Add +23.5% | 117,750 | $6.0M |
| Assetmark, Inc. | 0.02% | Reduce -61.5% | 117,646 | $6.0M |
| GPS Wealth Strategies Group, LLC | 0.77% | Add +3.2% | 117,279 | $6.0M |
| Freedom Investment Management, Inc. | 0.49% | Reduce -2.7% | 116,183 | $5.9M |
| SVB Wealth LLC | 0.11% | New | 115,506 | $5.9M |
| Arbor Trust Wealth Advisors, LLC | 2.71% | Add +13.3% | 113,098 | $5.8M |
| Tudor Investment Corporation | 0.06% | Reduce -35.7% | 112,941 | $5.8M |
| Bensler, LLC | 0.67% | Add +16.0% | 110,626 | $5.7M |
| Tranquilli Financial Advisor LLC | 3.54% | Add +174.2% | 109,210 | $5.6M |
| Motive Wealth Advisors | 2.99% | Reduce -12.4% | 108,848 | $5.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -4.6% | 107,790 | $5.5M |
| J.W. Cole Advisors, Inc. | 0.22% | Reduce -7.5% | 106,249 | $5.4M |
| Ameritas Advisory Services, LLC | 0.19% | Add +31.4% | 105,905 | $5.4M |
| Cozad Asset Management Inc. | 0.50% | Add +5.3% | 105,072 | $5.4M |
| Centennial Wealth Advisory LLC | 2.08% | Reduce -51.3% | 103,644 | $5.3M |
| Greenwood Capital Associates LLC | 0.69% | Add +3.4% | 103,081 | $5.3M |
| Occidental Asset Management, LLC | 0.82% | Reduce -9.8% | 102,163 | $5.2M |
| Penobscot Wealth Management | 2.41% | Add +4.1% | 102,146 | $5.2M |
| Sharpepoint LLC | 4.67% | — | 101,464 | $5.2M |
| Financial Advocates Investment Management | 0.30% | Add +4.4% | 98,080 | $5.2M |
| Cobblestone Asset Management LLC | 3.35% | Add +1.6% | 100,268 | $5.1M |
| TAGStone Capital, Inc. | 2.49% | Add +0.9% | 99,025 | $5.1M |
| Two Sigma Investments, LP | 0.01% | New | 98,600 | $5.0M |
| Guardian Wealth Advisors, LLC | 3.19% | Add +157.6% | 97,229 | $5.0M |
| Wexford Capital LP | 1.26% | New | 96,283 | $4.9M |
| Phoenix Wealth Advisors | 2.12% | Add +14.3% | 95,490 | $4.9M |
| Private Trust Co. NA | 0.49% | Add +1.3% | 93,898 | $4.8M |
| Harbour Investments, Inc. | 0.14% | Add +7.9% | 93,341 | $4.8M |
| Asset Management Group, Inc. | 0.85% | Add +4.3% | 93,068 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +15.9% | 92,338 | $4.7M |
| Lido Advisors, LLC | 0.03% | Add +71.2% | 91,778 | $4.7M |
| Horizon Family Wealth, Inc. | 3.12% | Reduce -1.9% | 91,721 | $4.7M |
| Topel & Distasi Wealth Management, LLC | 2.01% | No change | 91,696 | $4.7M |
| Oppenheimer & Co. Inc. | 0.07% | New | 90,407 | $4.6M |
| Pacific Financial Group Inc. | 3.41% | Reduce -4.5% | 89,872 | $4.6M |
| Gateway Wealth Partners, LLC | 1.18% | Reduce -12.5% | 89,375 | $4.6M |
| City Center Advisors, LLC | 4.80% | Reduce -1.3% | 83,552 | $4.3M |
| Transform Wealth, LLC | 0.24% | Add +5.4% | 83,053 | $4.2M |
| Citizens Financial Group Inc. | 0.08% | Add +85.2% | 83,020 | $4.2M |
| Marcum Wealth, LLC | 0.37% | Reduce -0.2% | 82,375 | $4.2M |
| IAG Wealth Partners, LLC | 0.74% | Reduce -4.4% | 81,681 | $4.2M |
| Golden State Wealth Management, LLC | 0.63% | — | 81,622 | $4.2M |
| Clarus Wealth Advisors | 2.06% | Reduce -5.8% | 81,334 | $4.1M |
| Priebe Wealth Holdings LLC | 2.79% | Add +2.3% | 80,606 | $4.1M |
| MidAtlantic Capital Management, Inc. | 3.00% | No change | 80,100 | $4.1M |
| Perigon Wealth Management, LLC | 0.10% | Add +0.5% | 78,785 | $4.1M |
| Tyler-Stone Wealth Management | 0.69% | Reduce -0.9% | 75,926 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +2.2% | 75,906 | $3.9M |
| American Money Management, LLC | 0.76% | Reduce -2.1% | 75,764 | $3.9M |
| Tritonpoint Wealth, LLC | 0.34% | Reduce -1.1% | 74,034 | $3.8M |
| Keener Financial Planning LLC | 2.22% | Add +11.5% | 73,394 | $3.8M |
| Red Tortoise LLC | 1.96% | Add +0.1% | 73,075 | $3.7M |
| Copia Wealth Management | 3.55% | — | 72,914 | $3.7M |
| Members Wealth LLC | 2.78% | — | 70,993 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +4.6% | 72,248 | $3.7M |
| RFG Advisory, LLC | 0.10% | Add +49.9% | 72,188 | $3.7M |
| Koshinski Asset Management, Inc. | 0.32% | Reduce -4.5% | 72,065 | $3.7M |
| SIMA Wealth Partners, LLC | 3.06% | Reduce -2.7% | 70,510 | $3.6M |
| Citadel Advisors | 0.00% | Add +8.2% | 70,160 | $3.6M |
| Florida Financial Advisors, LLC | 1.59% | Add +32.0% | 69,742 | $3.6M |
| Citigroup Inc. | 0.00% | Add +6.0% | 68,900 | $3.5M |
| DecisionMap Wealth Management, LLC | 2.79% | — | 68,731 | $3.5M |
| Independent Financial Group, LLC | 0.12% | Add +27.5% | 68,325 | $3.5M |
| Sharkey, Howes & Javer | 0.48% | Add +9.2% | 66,877 | $3.4M |
| Tme Financial, Inc. | 3.18% | — | 64,431 | $3.4M |
| JDM Financial Group LLC | 1.76% | Add +4.6% | 66,211 | $3.4M |
| Retirement Income Solutions, Inc. | 0.68% | Add +7.2% | 66,069 | $3.4M |
| Glen Eagle Advisors, LLC | 0.56% | Reduce -5.2% | 66,052 | $3.4M |
| RFG - Bristol Wealth Advisors, LLC | 1.10% | — | 65,696 | $3.4M |
| Colton Groome Financial Advisors, LLC | 1.28% | Add +8.7% | 65,284 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.09% | Reduce -42.2% | 65,262 | $3.3M |
| Keystone Financial Group | 0.33% | Reduce -81.4% | 65,143 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | New | 64,901 | $3.3M |
| Prospera Financial Services Inc | 0.08% | Reduce -88.0% | 64,737 | $3.3M |
| Raab & Moskowitz Asset Management LLC | 0.81% | Add +2.1% | 64,448 | $3.3M |
| Foresight Capital Management Advisors, Inc. | 1.90% | Reduce -7.3% | 63,555 | $3.3M |
| Certified Advisory Corp | 0.35% | Reduce -3.0% | 62,759 | $3.2M |
| American Investment Services, Inc. | 0.57% | Reduce -0.2% | 62,740 | $3.2M |
| Vance Wealth, LLC | 1.23% | Reduce -2.3% | 62,097 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +10.5% | 61,274 | $3.1M |
| Milestone Asset Management Group, LLC | 2.79% | — | 61,052 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +51.8% | 59,904 | $3.1M |
| Tidal Investments LLC | 0.02% | Add +2.7% | 58,876 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.72% | — | 58,943 | $3.0M |
| AQR Capital Management | 0.00% | Add +51.8% | 57,804 | $3.0M |
| Salomon & Ludwin, LLC | 0.31% | Add +0.5% | 57,780 | $3.0M |
| US Bancorp \de | 0.00% | Reduce -14.5% | 57,773 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 1.91% | Reduce -86.7% | 57,050 | $2.9M |
| Comerica Bank | 0.01% | Reduce -2.6% | 56,284 | $2.9M |
| WCG Wealth Advisors LLC | 0.19% | Reduce -10.4% | 55,625 | $2.8M |
| Global Financial Private Client, LLC | 1.06% | Reduce -1.9% | 55,022 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.4% | 54,662 | $2.8M |
| Cordatus Wealth Management LLC | 0.74% | Reduce -89.7% | 54,664 | $2.8M |
| PSI Advisors, LLC | 0.82% | Add +1.2% | 54,224 | $2.8M |
| MBM Wealth Consultants, LLC | 0.82% | Add +4.8% | 54,358 | $2.8M |
| Breakwater Capital Group | 0.55% | Reduce -2.5% | 54,003 | $2.8M |
| Vertex Planning Partners, LLC | 0.61% | Add +0.6% | 53,875 | $2.8M |
| Wambolt & Associates, LLC | 0.88% | Reduce -5.4% | 53,573 | $2.7M |
| EP Wealth Advisors, LLC | 0.02% | Add +118.4% | 53,478 | $2.7M |
| Lee Danner & Bass Inc. | 0.21% | Reduce -13.7% | 52,756 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +11.6% | 52,665 | $2.7M |
| Money Concepts Capital Corp. | 0.20% | Add +0.1% | 52,261 | $2.7M |
| WealthTrak Capital Management LLC | 2.25% | — | 52,040 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -2.6% | 52,036 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1.5% | 51,993 | $2.7M |
| Friday Financial | 1.83% | — | 51,860 | $2.7M |
| Braun-Bostich & Associates Inc. | 1.91% | Add +1.6% | 51,815 | $2.6M |
| Shum Financial Group, Inc. | 2.28% | Add +1.8% | 51,516 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +14732.6% | 51,469 | $2.6M |
| Synergy Investment Management, LLC | 1.13% | — | 51,210 | $2.6M |
| Stratos Investment Management, LLC | 0.16% | Add +249.8% | 51,065 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +87.8% | 50,356 | $2.6M |
| CORDA Investment Management, LLC. | 0.21% | Reduce -1.1% | 50,257 | $2.6M |
| Riverchase Wealth Management, LLC | 1.90% | — | 49,795 | $2.5M |
| Fortune 45 LLC | 1.62% | Reduce -18.8% | 48,613 | $2.5M |
| Bank of Montreal | 0.00% | Add +440.1% | 48,478 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.33% | Add +2.4% | 48,308 | $2.5M |
| JT Stratford LLC | 0.40% | Add +4.8% | 47,458 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +65.3% | 47,282 | $2.4M |
| Partners in Financial Planning | 0.49% | Reduce -22.1% | 47,116 | $2.4M |
| Burney Co./ | 0.09% | Add +22.9% | 47,113 | $2.4M |
| KPP Advisory Services LLC | 0.57% | Add +8.4% | 46,960 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +28.4% | 46,422 | $2.4M |
| 1ST Source Bank | 0.14% | Reduce -0.3% | 46,274 | $2.4M |
| Inspire Advisors, LLC | 0.29% | Add +5.5% | 46,238 | $2.4M |
| FF Advisors,LLC | 1.61% | Reduce -30.1% | 44,215 | $2.3M |
| Wells Financial Advisors INC | 3.16% | Reduce -21.1% | 45,385 | $2.3M |
| Wrenne Financial Planning LLC | 1.32% | Reduce -8.5% | 45,216 | $2.3M |
| WJ Wealth Management, LLC | 0.80% | Reduce -2.2% | 45,202 | $2.3M |
| Inman Jager Wealth Management, LLC | 1.80% | — | 45,202 | $2.3M |
| Opal Wealth Advisors, LLC | 0.68% | Add +13.7% | 44,322 | $2.3M |
| Tower Wealth Partners, Inc. | 1.18% | Reduce -2.1% | 44,272 | $2.3M |
| Wealth Advisors Northwest LLC | 1.54% | — | 44,237 | $2.3M |
| ArborFi Advisors, LLC | 2.27% | — | 44,207 | $2.3M |
| AdvisorNet Financial, Inc | 0.19% | Add +6.6% | 43,765 | $2.2M |
| Sunesis Advisors, LLC | 1.34% | No change | 43,133 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -3.8% | 42,899 | $2.2M |
| United Advisor Group, LLC | 0.43% | New | 42,564 | $2.2M |
| Seaside Wealth Management, Inc. | 0.80% | Reduce -5.4% | 42,543 | $2.2M |
| PFG Advisors | 0.13% | Reduce -12.0% | 42,359 | $2.2M |
| Graypoint LLC | 0.13% | Add +4.4% | 42,191 | $2.2M |
| Foundation Wealth Management, LLC\PA | 1.04% | — | 42,082 | $2.2M |
| Ellevest, Inc. | 0.12% | Reduce -40.7% | 42,017 | $2.1M |
| Elios Financial Group Inc. | 1.01% | Reduce -8.7% | 41,779 | $2.1M |
| Cornerstone Advisors Asset Management, LLC | 0.46% | Add +4.2% | 41,638 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.31% | Reduce -5.3% | 41,471 | $2.1M |
| Faithward Advisors, LLC | 0.36% | Add +16.1% | 41,348 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -9.3% | 41,052 | $2.1M |
| Sanchez Wealth Management Group | 0.56% | Add +320.9% | 40,026 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +62.6% | 39,779 | $2.0M |
| MPWM Advisory Solutions, LLC | 1.48% | — | 39,667 | $2.0M |
| Bristlecone Advisors, LLC | 0.16% | Reduce -12.8% | 39,176 | $2.0M |
| Better Money Decisions, LLC | 1.35% | Add +9.7% | 38,118 | $1.9M |
| Tradewinds Capital Management, LLC | 0.51% | Reduce -0.5% | 38,094 | $1.9M |
| Waterloo Capital, L.P. | 0.21% | Reduce -15.2% | 38,072 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Reduce -49.7% | 36,655 | $1.9M |
| Axis Wealth Partners, LLC | 1.57% | — | 36,337 | $1.9M |
| RDA Financial Network | 0.53% | Reduce -26.2% | 35,553 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +1.8% | 35,371 | $1.8M |
| Eclectic Associates Inc. | 0.53% | Reduce -1.4% | 35,020 | $1.8M |
| IFP Advisors, Inc | 0.06% | Reduce -45.6% | 34,917 | $1.8M |
| Janus Henderson Group PLC | 0.00% | New | 34,896 | $1.8M |
| WealthShield Partners, LLC | 0.25% | Add +24.6% | 34,873 | $1.8M |
| Triton Financial Group Inc | 1.11% | Reduce -0.3% | 34,599 | $1.8M |
| Norden Group LLC | 0.20% | Add +4.8% | 34,407 | $1.8M |
| Laurel Wealth Advisors LLC | 0.27% | Add +0.2% | 34,359 | $1.8M |
| Bridgewealth Advisory Group, LLC | 0.50% | Reduce -23.9% | 33,253 | $1.8M |
| Gotham Asset Management | 0.02% | No change | 33,587 | $1.7M |
| Capstone Wealth Management Group, LLC | 0.92% | Add +30.0% | 33,501 | $1.7M |
| Weitzel Financial Services, Inc. | 0.81% | Add +0.3% | 33,260 | $1.7M |
| Summit Investment Advisors, Inc. | 1.51% | — | 32,269 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Reduce -7.4% | 32,946 | $1.7M |
| Riverpoint Wealth Management Holdings, LLC | 0.44% | Add +0.6% | 32,880 | $1.7M |
| FCG Investment Co | 1.02% | Add +8.5% | 32,740 | $1.7M |
| Lifeworks Advisors, LLC | 0.30% | Reduce -4.3% | 32,639 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.0% | 32,576 | $1.7M |
| Summit Investment Advisory Services, LLC | 0.85% | Add +4.2% | 32,416 | $1.7M |
| E&G Advisors, LLC | 0.45% | Add +3.8% | 32,347 | $1.7M |
| River Street Advisors LLC | 0.85% | Add +0.4% | 32,314 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Add +3.2% | 32,302 | $1.7M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -0.6% | 31,654 | $1.6M |
| Marion Wealth Management | 0.42% | Add +0.1% | 31,150 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +157.3% | 31,001 | $1.6M |
| New Century Financial Group, LLC | 0.67% | Reduce -24.5% | 30,844 | $1.6M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 30,672 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.40% | Reduce -9.9% | 30,008 | $1.5M |
| Wealthgarden F.S. LLC | 1.43% | Add +1.5% | 29,983 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -37.9% | 29,912 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.08% | Add +0.1% | 29,431 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.35% | Reduce -54.2% | 29,246 | $1.5M |
| Founders Financial Alliance, LLC | 0.41% | Add +7.8% | 29,119 | $1.5M |
| Dagco, Inc. | 0.49% | Add +4.3% | 29,052 | $1.5M |
| Fiduciary Trust Co | 0.02% | No change | 28,759 | $1.5M |
| Wealth Management Resources, Inc. | 0.54% | Add +0.0% | 28,697 | $1.5M |
| Apollon Financial, LLC | 0.36% | Reduce -1.0% | 28,224 | $1.4M |
| Commonwealth Financial Services, LLC | 0.28% | No change | 28,138 | $1.4M |
| Rehmann Capital Advisory Group | 0.09% | Add +27.5% | 28,087 | $1.4M |
| Flagship Private Wealth, LLC | 0.69% | Add +2.3% | 28,049 | $1.4M |
| Seven Mile Advisory | 0.91% | Add +0.2% | 28,006 | $1.4M |
| Liberty Square Wealth Partners LLC | 0.52% | — | 27,000 | $1.4M |
| Optivise Advisory Services LLC | 0.76% | Reduce -9.8% | 27,698 | $1.4M |
| Iron Horse Wealth Management, LLC | 0.47% | Reduce -5.6% | 27,678 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 27,656 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +13.9% | 27,363 | $1.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +136.7% | 26,258 | $1.4M |
| Capital Analysts, LLC | 0.05% | Reduce -3.8% | 26,599 | $1.4M |
| Financial Network Wealth Advisors LLC | 2.51% | Reduce -55.9% | 26,375 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +65.3% | 26,179 | $1.3M |
| Redwood Financial Network Corp | 1.00% | Add +0.5% | 26,122 | $1.3M |
| Intrua Financial, LLC | 0.22% | Add +207.1% | 26,029 | $1.3M |
| Diversified Portfolios, Inc. | 0.14% | Add +16.2% | 25,862 | $1.3M |
| GGM Financial LLC | 1.41% | Add +1.9% | 25,805 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -9.5% | 25,049 | $1.3M |
| Strategic Financial Concepts, LLC | 0.24% | Add +40.1% | 24,882 | $1.3M |
| REDW Wealth LLC | 0.44% | Reduce -6.1% | 24,704 | $1.3M |
| Private Client Services, LLC | 0.67% | Add +86.9% | 24,495 | $1.3M |
| Integrity Wealth Solutions LLC | 0.70% | Add +1.5% | 24,411 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.4% | 23,823 | $1.2M |
| Matauro, LLC | 0.26% | — | 23,879 | $1.2M |
| Innealta Capital, LLC | 0.59% | Add +58.4% | 23,444 | $1.2M |
| Perissos Private Wealth Management, LLC | 0.88% | Reduce -5.2% | 23,112 | $1.2M |
| Twin Focus Capital Partners, LLC | 0.17% | Add +0.0% | 23,111 | $1.2M |
| Anchor Pointe Wealth Management, LLC | 1.53% | — | 23,093 | $1.2M |
| FNY Investment Advisers, LLC | 0.62% | New | 23,000 | $1.2M |
| Blair William & Co. | 0.00% | Add +7.7% | 22,986 | $1.2M |
| Howard Wealth Management, LLC | 0.63% | Reduce -0.8% | 22,733 | $1.2M |
| Rik Saylor Financial, Inc. | 1.07% | — | 22,594 | $1.2M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -42.2% | 22,527 | $1.2M |
| Altman Advisors, Inc. | 0.49% | Add +307.9% | 87,889 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -2.2% | 22,376 | $1.1M |
| Schrum Private Wealth Management LLC | 0.97% | Reduce -42.8% | 22,347 | $1.1M |
| L.M. Kohn & Company | 0.30% | Add +12.8% | 22,302 | $1.1M |
| Towerpoint Wealth, LLC | 0.55% | Add +0.3% | 22,119 | $1.1M |
| MAI Capital Management | 0.01% | Add +32.2% | 21,964 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +21.6% | 21,593 | $1.1M |
| Fisher Asset Management | 0.00% | New | 21,559 | $1.1M |
| Lansing Street Advisors | 0.38% | Add +0.6% | 21,359 | $1.1M |
| Emergent Wealth Advisors, LLC | 0.79% | Add +7.7% | 21,253 | $1.1M |
| Castleview Partners, LLC | 0.58% | Reduce -2.1% | 21,312 | $1.1M |
| Calton & Associates, Inc. | 0.47% | Reduce -34.0% | 20,908 | $1.1M |
| Centerpoint Advisors, LLC | 0.37% | No change | 20,531 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.21% | Reduce -2.1% | 20,413 | $1.0M |
| Lowery Thomas, LLC | 0.68% | Reduce -12.9% | 20,386 | $1.0M |
| CAP Partners, LLC | 0.73% | Add +3.5% | 20,376 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Reduce -6.3% | 20,345 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -2.0% | 20,239 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 20,217 | $1.0M |
| Root Financial Partners, LLC | 0.13% | Add +47.4% | 20,113 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -0.7% | 20,005 | $1.0M |
| Curi Capital, LLC | 0.02% | No change | 19,939 | $1.0M |
| Sequent Asset Management, LLC | 0.49% | No change | 19,592 | $1.0M |
| Maia Wealth LLC | 0.21% | Add +14.8% | 18,530 | $984K |
| Advisory Services Network, LLC | 0.02% | Add +4.1% | 19,190 | $981K |
| Transcend Capital Advisors, LLC | 0.07% | Add +6.1% | 19,073 | $975K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -84.8% | 19,038 | $974K |
| Barnes Wealth Management Group, Inc | 0.65% | — | 18,977 | $970K |
| Quantinno Capital Management LP | 0.01% | New | 18,575 | $950K |
| Advisors Capital Management, LLC | 0.01% | Add +2.8% | 18,553 | $949K |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 18,118 | $927K |
| Garden State Investment Advisory Services LLC | 0.28% | Reduce -5.4% | 18,053 | $923K |
| Baker Tilly Wealth Management, LLC | 0.36% | Reduce -16.7% | 17,980 | $919K |
| Argent Trust Co | 0.04% | New | 17,976 | $919K |
| Waldron Private Wealth LLC | 0.04% | Add +1.3% | 17,922 | $917K |
| Legacy Edge Advisors, LLC | 0.14% | Add +10.9% | 17,561 | $897K |
| Drive Wealth Management, LLC | 0.22% | Add +0.0% | 17,483 | $894K |
| Fourth Dimension Wealth, LLC | 0.46% | — | 15,882 | $884K |
| White Pine Capital LLC | 0.30% | Add +1.0% | 17,267 | $883K |
| Principal Securities, Inc. | 0.02% | Reduce -97.2% | 17,215 | $880K |
| Permanens Capital L.P. | 0.17% | Reduce -10.1% | 17,113 | $875K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.2% | 16,514 | $845K |
| M3 Advisory Group, LLC | 0.60% | Reduce -0.3% | 16,448 | $841K |
| Hurley Capital, LLC | 0.67% | — | 16,190 | $830K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -0.9% | 16,229 | $830K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -3.6% | 16,212 | $829K |
| AIFG Consultants Ltd. | 1.35% | Reduce -1.5% | 16,158 | $826K |
| Summit Trail Advisors, LLC | 0.03% | No change | 16,097 | $823K |
| Headland Capital, LLC | 0.28% | — | 15,921 | $814K |
| Cassaday & Co Wealth Management LLC | 0.02% | Reduce -1.6% | 15,583 | $797K |
| Concourse Financial Group Securities, Inc. | 0.04% | Reduce -2.4% | 15,227 | $797K |
| Apella Capital, LLC | 0.03% | Add +0.0% | 15,576 | $797K |
| Sequent Planning LLC | 0.29% | Reduce -0.1% | 15,562 | $796K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.30% | Add +22.6% | 15,340 | $784K |
| Ironwood Financial, llc | 0.16% | Add +62.1% | 15,312 | $783K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.36% | Reduce -8.7% | 15,277 | $781K |
| HSBC Holdings PLC | 0.00% | New | 15,178 | $776K |
| Wallington Asset Management, LLC | 0.11% | Reduce -12.2% | 15,130 | $774K |
| Tempus Wealth Planning, LLC | 0.24% | Reduce -5.5% | 15,116 | $773K |
| Hickory Asset Management, Inc. | 0.65% | — | 15,007 | $767K |
| Two Sigma Securities, LLC | 0.14% | New | 14,982 | $766K |
| Wealthstream Advisors, Inc. | 0.14% | Add +0.3% | 14,907 | $762K |
| Savvy Advisors, Inc. | 0.09% | Add +19.4% | 14,892 | $762K |
| Bogart Wealth, LLC | 0.04% | Add +1.0% | 14,806 | $757K |
| Advance Capital Management, Inc. | 0.03% | Add +0.1% | 14,779 | $756K |
| Hirtle & Co., LLC | 0.04% | Reduce -1.9% | 14,771 | $755K |
| PFG Investments, LLC | 0.05% | Add +4.0% | 14,650 | $749K |
| BCGM Wealth Management, LLC | 0.24% | Reduce -4.8% | 14,645 | $749K |
| Financial Insights, Inc. | 0.29% | Add +0.9% | 14,622 | $748K |
| Awm Capital, LLC | 0.09% | Add +0.7% | 14,583 | $746K |
| Pathstone Holdings, LLC | 0.00% | Add +2.8% | 14,579 | $746K |
| Plan Group Financial, LLC | 0.39% | Reduce -1.7% | 14,461 | $740K |
| SageView Advisory Group, LLC | 0.03% | Add +83.5% | 14,152 | $724K |
| Colonial River Investments, LLC | 0.35% | Reduce -73.3% | 14,116 | $722K |
| Glass Jacobson Investment Advisors llc | 0.23% | Add +2.5% | 13,732 | $702K |
| Centaurus Financial, Inc. | 0.04% | Reduce -56.6% | 13,701 | $701K |
| Lantz Financial LLC | 0.19% | Reduce -0.0% | 13,637 | $697K |
| 4WEALTH Advisors, Inc. | 0.71% | — | 13,619 | $696K |
| Alpha Zero LLC | 0.53% | — | 13,610 | $696K |
| Caldwell Trust Co | 0.07% | Add +2.9% | 13,564 | $694K |
| Kera Capital Partners, Inc. | 0.20% | — | 13,541 | $692K |
| RKL Wealth Management LLC | 0.06% | Add +202.5% | 13,490 | $690K |
| First National Bank of Omaha | 0.04% | No change | 13,456 | $688K |
| Frazier Financial Advisors, LLC | 0.54% | Reduce -3.0% | 13,433 | $686K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.7% | 13,367 | $684K |
| Belpointe Asset Management LLC | 0.04% | Add +20.2% | 12,944 | $681K |
| Wallace Advisory Group, LLC | 0.47% | Reduce -5.4% | 12,758 | $674K |
| Pinnacle Bancorp, Inc. | 0.22% | Add +50.8% | 13,133 | $672K |
| GM Advisory Group, LLC | 0.04% | No change | 13,106 | $670K |
| Embree Financial Group | 0.11% | Add +0.6% | 13,068 | $668K |
| MGB Wealth Management, LLC | 0.21% | Add +0.4% | 13,070 | $668K |
| TrinityPoint Wealth, LLC | 0.09% | Add +19.1% | 12,978 | $664K |
| ForthRight Wealth Management, LLC | 0.22% | Add +0.0% | 12,972 | $663K |
| Geller Advisors LLC | 0.04% | No change | 12,938 | $662K |
| Serenus Wealth Advisors, LLC | 0.11% | — | 12,924 | $661K |
| WealthPLAN Partners, LLC | 0.09% | Add +8.2% | 12,894 | $659K |
| Innovative Wealth Building LLC | 0.60% | — | 12,893 | $659K |
| HF Advisory Group, LLC | 0.30% | Add +3.8% | 12,891 | $659K |
| MKT Advisors LLC | 0.29% | Add +3.6% | 12,655 | $658K |
| Fort Point Capital Partners LLC | 0.07% | Add +0.5% | 12,844 | $657K |
| McDonald Partners LLC | 0.17% | Add +1.7% | 12,733 | $651K |
| First Trust Advisors LP | 0.00% | Reduce -82.4% | 12,671 | $648K |
| IMC-Chicago, LLC | 0.02% | Reduce -40.5% | 12,665 | $648K |
| Brown Advisory Inc. | 0.00% | Reduce -10.7% | 12,336 | $631K |
| Warren Street Wealth Advisors, LLC | 0.26% | Reduce -4.2% | 12,196 | $624K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +56.6% | 12,183 | $623K |
| Vestia Personal Wealth Advisors | 0.51% | Add +0.4% | 12,127 | $620K |
| Hengehold Capital Management LLC | 0.06% | No change | 12,103 | $619K |
| 626 Financial, LLC | 0.33% | No change | 12,026 | $615K |
| Kovack Advisors, Inc. | 0.06% | Add +5.7% | 12,016 | $615K |
| Detalus Advisors, LLC | 0.20% | Reduce -0.4% | 11,893 | $608K |
| Beacon Financial Group | 0.06% | No change | 11,793 | $603K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +12.8% | 11,737 | $600K |
| Ascent Group, LLC | 0.04% | Reduce -53.6% | 11,728 | $600K |
| Castlekeep Investment Advisors LLC | 0.42% | Reduce -6.0% | 11,721 | $599K |
| Schechter Investment Advisors, LLC | 0.05% | Add +16.8% | 11,716 | $599K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -13.8% | 11,437 | $585K |
| Advisor Resource Council | 0.42% | New | 11,375 | $582K |
| Diversified Enterprises, LLC | 0.06% | Add +2.4% | 11,304 | $578K |
| Investments & Financial Planning, LLC | 0.35% | Add +3.2% | 11,222 | $574K |
| Cowa, LLC | 0.28% | No change | 11,200 | $573K |
| AlphaMark Advisors, LLC | 0.25% | Add +13.3% | 11,165 | $571K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -0.0% | 10,997 | $562K |
| Community Bank, N.A. | 0.07% | Reduce -1.3% | 10,951 | $560K |
| Coordinated Financial Services, Inc. | 0.44% | — | 10,933 | $559K |
| Twin Capital Management Inc. | 0.06% | Add +0.4% | 10,905 | $558K |
| PMG Wealth Management, Inc. | 0.51% | — | 10,858 | $555K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.6% | 10,739 | $549K |
| Copley Financial Group, Inc. | 0.42% | Add +38.5% | 10,718 | $548K |
| HUB Investment Partners, LLC | 0.02% | Add +5.5% | 10,610 | $543K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $540K |
| Victory Financial Group, LLC | 0.14% | — | 10,245 | $524K |
| Advisor OS, LLC | 0.06% | Reduce -77.5% | 10,216 | $522K |
| Crescent Sterling, Ltd. | 0.54% | No change | 10,212 | $522K |
| Jackson Creek Investment Advisors LLC | 0.16% | Add +22.8% | 10,156 | $519K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.0% | 10,123 | $518K |
| Consolidated Portfolio Review Corp | 0.08% | Add +153.1% | 10,092 | $516K |
| Frisch Financial Group, Inc. | 0.16% | Reduce -0.5% | 10,028 | $513K |
| Natixis Advisors, LLC | 0.00% | Reduce -13.1% | 10,037 | $513K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +46.8% | 9,955 | $509K |
| Fortis Group Advisors, LLC | 0.09% | Add +6.8% | 9,934 | $508K |
| Arbor Wealth Advisors LLC | 0.44% | No change | 9,650 | $494K |
| Tilson Financial Group, Inc. | 0.20% | Reduce -6.9% | 9,627 | $492K |
| Empirical Asset Management, LLC | 0.16% | Add +23.7% | 9,560 | $489K |
| Darrow Company, Inc. | 0.28% | Add +0.5% | 9,415 | $481K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +61.9% | 9,392 | $480K |
| Caitlin John, LLC | 0.32% | Reduce -52.9% | 9,236 | $472K |
| Fortitude Financial, LLC | 0.26% | — | 9,110 | $466K |
| Sei Investments Co. | 0.00% | Reduce -20.7% | 9,026 | $462K |
| Investment Partners, LTD. | 0.19% | No change | 9,002 | $460K |
| Strategic Blueprint, LLC | 0.03% | Reduce -1.7% | 8,978 | $459K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 8,898 | $455K |
| HBW Advisory Services LLC | 0.05% | Add +3.7% | 8,891 | $455K |
| Kraematon Investment Advisors, Inc. | 0.45% | Add +0.1% | 8,877 | $454K |
| Sage Mountain Advisors LLC | 0.03% | No change | 8,853 | $453K |
| MBL Wealth, LLC | 0.05% | No change | 8,840 | $452K |
| Mather Group, Llc. | 0.01% | Reduce -5.8% | 8,819 | $451K |
| Trueblood Wealth Management, LLC | 0.22% | No change | 8,752 | $448K |
| Oarsman Capital, Inc. | 0.08% | Reduce -2.5% | 8,626 | $441K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -1.2% | 8,551 | $437K |
| Somerset Trust Co | 0.16% | Reduce -0.7% | 8,513 | $435K |
| Jacobi Capital Management LLC | 0.03% | Reduce -3.9% | 8,496 | $434K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -59.3% | 8,492 | $434K |
| Trustmark Bank Trust Department | 0.03% | Reduce -1.0% | 8,487 | $434K |
| Bluesphere Advisors LLC | 0.21% | No change | 8,461 | $433K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 8,404 | $430K |
| DGS Capital Management, LLC | 0.11% | Reduce -0.1% | 8,404 | $430K |
| Bremer Bank National Association | 0.08% | Add +2.3% | 8,348 | $427K |
| Regal Investment Advisors LLC | 0.03% | Reduce -65.8% | 8,304 | $425K |
| Portland Financial Advisors Inc | 1.14% | — | 8,290 | $424K |
| Prospect Financial Services LLC | 0.23% | New | 8,281 | $423K |
| Empower Advisory Group, LLC | 0.00% | Reduce -46.2% | 8,223 | $421K |
| BridgePort Financial Solutions, LLC | 0.19% | — | 8,056 | $420K |
| Acorn Wealth Advisors, LLC | 0.17% | Reduce -13.5% | 8,201 | $419K |
| WNY Asset Management, LLC | 0.05% | Reduce -11.7% | 8,114 | $415K |
| Coppell Advisory Solutions LLC | 0.06% | Add +31.5% | 8,089 | $413K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $412K |
| Rossmore Private Capital | 0.05% | Add +23.0% | 8,043 | $411K |
| Clarity Capital Advisors, LLC | 0.27% | No change | 8,021 | $410K |
| Ballast, Inc. | 0.12% | Reduce -1.0% | 7,998 | $409K |
| Wolf Group Capital Advisors | 0.20% | No change | 9,465 | $409K |
| Csenge Advisory Group | 0.02% | Reduce -65.9% | 7,977 | $408K |
| Safeguard Financial, LLC | 0.09% | Reduce -30.9% | 7,859 | $402K |
| Lynx Investment Advisory | 0.27% | Add +0.7% | 7,857 | $402K |
| Aviso Wealth Management | 0.20% | Reduce -0.6% | 7,825 | $400K |
| Liberty Wealth Management LLC | 0.07% | Add +14.4% | 7,821 | $400K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $397K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -5.1% | 7,760 | $397K |
| Truepoint, Inc. | 0.01% | Reduce -4.0% | 7,758 | $397K |
| Wealth Watch Advisors, INC | 0.25% | — | 7,721 | $395K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 7,686 | $393K |
| Balefire, LLC | 0.13% | Add +51.2% | 7,718 | $393K |
| Swmg, LLC | 0.16% | Reduce -4.2% | 7,479 | $391K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,650 | $391K |
| Leo Wealth, LLC | 0.03% | Add +0.6% | 7,585 | $388K |
| Lantern Wealth Advisors, LLC | 0.25% | Reduce -1.1% | 7,552 | $386K |
| Herold Advisors, Inc. | 0.08% | Reduce -1.1% | 7,552 | $386K |
| Cascade Investment Advisors, Inc. | 0.25% | No change | 7,480 | $383K |
| Narus Financial Partners, LLC | 0.13% | Add +7.6% | 7,443 | $381K |
| Compass Financial Services Inc | 0.21% | — | 7,408 | $379K |
| Bill Few Associates, Inc. | 0.13% | Add +5.3% | 7,385 | $378K |
| Prairieview Wealth Partners, LLC | 0.41% | New | 7,367 | $377K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $376K |
| FWG Investments, LLC. | 0.29% | Add +0.7% | 7,357 | $376K |
| Fiduciary Group, LLC | 0.04% | Reduce -14.5% | 7,263 | $371K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -3.8% | 7,166 | $366K |
| Retirement Planning Co of New England, Inc. | 0.18% | Reduce -0.5% | 7,127 | $364K |
| Keebeck Wealth Management | 0.05% | New | 7,116 | $364K |
| Iowa State Bank | 0.08% | No change | 7,100 | $363K |
| McMill Wealth Management | 0.15% | — | 7,054 | $361K |
| Mayfair Advisory Group, LLC | 0.21% | New | 7,018 | $359K |
| Richard W. Paul & Associates, LLC | 0.13% | Add +6.5% | 6,985 | $357K |
| Traynor Capital Management, Inc. | 0.03% | Add +15.2% | 6,983 | $357K |
| Cape Investment Advisory, Inc. | 0.14% | Add +0.2% | 6,977 | $357K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -30.9% | 6,961 | $356K |
| Mustard Seed Financial, LLC | 0.29% | Add +0.0% | 6,914 | $354K |
| Greystone Financial Group, LLC | 0.06% | No change | 6,773 | $346K |
| Twelve Points Wealth Management LLC | 0.10% | Reduce -16.3% | 6,761 | $346K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +0.2% | 6,760 | $346K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 6,753 | $345K |
| Global View Capital Management LLC | 0.12% | — | 6,774 | $345K |
| Dynamic Financial Group | 0.35% | — | 6,703 | $343K |
| Accel Wealth Management | 0.13% | Add +0.4% | 6,650 | $340K |
| Grandview Asset Management LLC | 0.12% | Add +0.4% | 6,642 | $340K |
| Compound Planning, Inc. | 0.02% | Reduce -63.1% | 6,640 | $340K |
| Vawter Financial, Ltd. | 0.20% | Reduce -0.6% | 6,601 | $338K |
| Old Second National Bank of Aurora | 0.08% | Add +10.6% | 6,565 | $336K |
| Mascagni Wealth Management, Inc. | 0.33% | — | 6,533 | $334K |
| Mullaney, Keating & Wright, Inc. | 0.22% | New | 6,513 | $333K |
| Choreo, LLC | 0.00% | Reduce -17.3% | 6,410 | $328K |
| Focused Wealth Management, Inc | 0.04% | Add +2.3% | 6,359 | $325K |
| Peterson Wealth Advisors, LLC | 0.06% | Reduce -49.8% | 6,340 | $325K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,358 | $325K |
| Ballentine Partners, LLC | 0.01% | No change | 6,354 | $325K |
| Accurate Wealth Management, LLC | 0.06% | Add +1.0% | 6,351 | $324K |
| Mainstream Capital Management LLC | 0.23% | Reduce -0.5% | 6,294 | $322K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.4% | 6,199 | $317K |
| Arrowroot Family Office, LLC | 0.16% | Add +15.0% | 6,186 | $316K |
| Whitaker-Myers Wealth Managers, LTD. | 0.09% | New | 6,164 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -26.9% | 6,163 | $315K |
| Kestra Investment Management, LLC | 0.01% | New | 6,150 | $315K |
| Signaturefd, LLC | 0.01% | Add +17.8% | 6,150 | $314K |
| LGT Financial Advisors LLC | 0.69% | Add +13.6% | 6,137 | $314K |
| Berkeley, Inc | 0.16% | Reduce -50.0% | 6,104 | $312K |
| Roehl & Yi Investment Advisors, LLC | 0.17% | — | 6,060 | $310K |
| Essex Bank | 0.08% | Add +32.2% | 5,968 | $305K |
| Continuum Advisory, LLC | 0.04% | Add +0.1% | 5,960 | $305K |
| Pinion Investment Advisors, LLC | 0.12% | No change | 5,918 | $303K |
| GoalVest Advisory LLC | 0.08% | No change | 5,918 | $303K |
| WealthPlan Investment Management, LLC | 0.03% | Add +3.8% | 5,897 | $302K |
| Smallwood Wealth Investment Management, LLC | 0.21% | Reduce -22.4% | 5,895 | $301K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.4% | 5,879 | $301K |
| Sax Wealth Advisors, LLC | 0.02% | New | 5,872 | $300K |
| Heritage Family Offices, LLP | 0.15% | New | 5,820 | $298K |
| First Community Trust NA | 0.21% | No change | 5,804 | $297K |
| Vanguard Group Inc. | 0.00% | Reduce -6.9% | 5,802 | $297K |
| Mma Asset Management LLC | 0.13% | New | 5,798 | $296K |
| Reyes Financial Architecture, Inc. | 0.23% | — | 5,747 | $294K |
| Mission Creek Capital Partners, Inc. | 0.06% | No change | 5,743 | $294K |
| Sharper & Granite LLC | 0.13% | Reduce -1.7% | 5,733 | $293K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -7.6% | 5,722 | $293K |
| Chris Bulman Inc | 0.19% | Reduce -2.0% | 5,700 | $292K |
| Caprock Group, LLC | 0.01% | New | 5,686 | $291K |
| Concord Wealth Partners | 0.05% | Add +5.6% | 5,676 | $290K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -38.4% | 5,673 | $290K |
| Alteri Wealth LLC | 0.08% | — | 5,665 | $290K |
| Aptus Capital Advisors, LLC | 0.00% | Add +43.6% | 5,663 | $290K |
| SFG Wealth Management, LLC. | 0.15% | Add +28.0% | 5,645 | $289K |
| Stack Financial Management, Inc | 0.03% | New | 5,644 | $289K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.3% | 5,630 | $288K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,622 | $288K |
| Interchange Capital Partners, LLC | 0.10% | Add +1.8% | 5,501 | $281K |
| Capital Investment Advisors, LLC | 0.01% | New | 5,498 | $281K |
| Wise Wealth Partners | 0.69% | — | 5,491 | $281K |
| Tranquility Partners, LLC | 0.11% | No change | 5,471 | $280K |
| Keybank National Association | 0.00% | Add +1.9% | 5,418 | $277K |
| Byrne Financial Freedom, LLC | 0.12% | — | 5,300 | $271K |
| DAVENPORT & Co LLC | 0.00% | Add +13.7% | 5,278 | $270K |
| Tidemark, LLC | 0.10% | Reduce -6.6% | 5,274 | $270K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 5,211 | $266K |
| Erickson Financial Group, LLC | 0.19% | No change | 5,182 | $265K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +2.7% | 5,169 | $264K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -9.2% | 5,164 | $264K |
| Ariadne Wealth Management, LP | 0.12% | Reduce -5.7% | 5,029 | $263K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $262K |
| Encompass More Asset Management | 0.09% | New | 5,123 | $262K |
| ETF Store, Inc. | 0.32% | Add +14.8% | 5,121 | $262K |
| Realta Investment Advisors | 0.11% | Add +689.0% | 5,073 | $260K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.9% | 5,081 | $260K |
| Kaizen Financial Strategies | 0.15% | Add +0.4% | 5,068 | $259K |
| KM Capital Management Ltd. | 0.13% | Add +3.9% | 5,068 | $259K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | No change | 5,021 | $257K |
| Invera Wealth Advisors, LLC | 0.25% | Reduce -2.1% | 4,862 | $256K |
| LCNB Corp. | 0.09% | No change | 5,000 | $256K |
| Integrated Capital Management, Inc. | 0.20% | Add +1.1% | 4,981 | $255K |
| Chicago Wealth Management, Inc. | 0.13% | No change | 4,949 | $253K |
| Brio Consultants, LLC | 0.04% | Reduce -5.5% | 4,911 | $251K |
| &partners | 0.00% | New | 4,878 | $250K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -3.4% | 4,860 | $249K |
| STAR Financial Bank | 0.18% | No change | 4,832 | $247K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +6.3% | 4,804 | $246K |
| Breakthru Advisory Services, LLC | 0.22% | — | 4,784 | $245K |
| Capital Square, LLC | 0.14% | New | 4,654 | $245K |
| Stiles Financial Services Inc | 0.09% | Reduce -3.6% | 4,774 | $244K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $241K |
| Ceera Investments, LLC | 0.08% | New | 4,650 | $238K |
| Principle Wealth Partners LLC | 0.02% | No change | 4,648 | $238K |
| Valued Retirements, Inc. | 0.32% | No change | 4,631 | $237K |
| Winch Advisory Services, LLC | 0.06% | Add +0.7% | 4,624 | $236K |
| Goldstein Advisors, LLC | 0.03% | Reduce -2.6% | 4,568 | $234K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,546 | $232K |
| Stonebrook Private Inc. | 0.06% | Reduce -94.6% | 4,545 | $232K |
| SMART Wealth LLC | 0.08% | Reduce -0.3% | 4,534 | $232K |
| Costello Asset Management, INC | 0.15% | Reduce -26.1% | 4,503 | $230K |
| Cibc World Market Inc. | 0.00% | Reduce -49.1% | 4,507 | $230K |
| Norris Perne & French LLP | 0.02% | No change | 4,451 | $228K |
| Howe & Rusling Inc. | 0.02% | New | 4,410 | $226K |
| Trifecta Capital Advisors, LLC | 0.04% | New | 4,365 | $223K |
| Rockwood Wealth Management, LLC | 0.02% | Reduce -0.3% | 4,352 | $222K |
| Northwest Capital Management Inc | 0.10% | Add +0.4% | 4,342 | $222K |
| Valley National Advisers Inc. | 0.04% | No change | 4,352 | $222K |
| Heritage Wealth Management, Inc. | 0.19% | Reduce -30.0% | 4,326 | $221K |
| Donaldson Capital Management, LLC | 0.01% | New | 4,317 | $221K |
| Main Street Financial Solutions, LLC | 0.02% | New | 4,287 | $219K |
| Howard Capital Management Group, LLC | 0.01% | No change | 4,273 | $219K |
| 180 Wealth Advisors, LLC | 0.03% | New | 4,270 | $218K |
| Insigneo Advisory Services, LLC | 0.02% | New | 4,269 | $218K |
| Synovus Financial Corp. | 0.00% | Reduce -42.1% | 4,268 | $218K |
| ZEGA Investments, LLC | 0.06% | — | 4,141 | $218K |
| Choate Investment Advisors | 0.01% | New | 4,219 | $216K |
| Veracity Capital LLC | 0.08% | No change | 4,204 | $215K |
| Avestar Capital, LLC | 0.02% | Add +9.6% | 4,177 | $214K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 4,175 | $214K |
| Wilkins Miller Wealth Management, LLC | 0.22% | — | 4,167 | $213K |
| Forza Wealth Management, LLC | 0.10% | No change | 4,165 | $213K |
| Simplex Trading, LLC | 0.01% | New | 4,146 | $212K |
| LexAurum Advisors, LLC | 0.04% | Add +3.6% | 4,143 | $212K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 4,120 | $211K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -0.7% | 4,115 | $210K |
| Vista Investment Management | 0.08% | Reduce -1.7% | 4,094 | $209K |
| QRG Capital Management, Inc. | 0.00% | New | 4,075 | $208K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 5,211 | $208K |
| Venture Visionary Partners LLC | 0.01% | Reduce -13.9% | 4,071 | $208K |
| Atwood & Palmer Inc. | 0.01% | No change | 4,071 | $208K |
| Texas Yale Capital Corp. | 0.01% | New | 4,025 | $206K |
| Hopwood Financial Services, Inc. | 0.16% | — | 4,021 | $206K |
| Delta Capital Management LLC | 0.12% | New | 4,000 | $205K |
| FineMark National Bank & Trust | 0.01% | New | 3,967 | $203K |
| World Investment Advisors | 0.01% | Reduce -55.6% | 3,925 | $201K |
| Tucker Asset Management LLC | 0.05% | No change | 3,923 | $201K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $196K |
| Crews Bank & Trust | 0.03% | — | 3,816 | $195K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -17.4% | 3,749 | $192K |
| Johnson Financial Group, Inc. | 0.01% | Add +41.9% | 3,583 | $188K |
| PrairieView Partners, LLC | 0.02% | Add +12.9% | 3,601 | $184K |
| Rothschild Investment LLC | 0.01% | No change | 3,546 | $181K |
| SBI Securities Co., Ltd. | 0.01% | — | 3,493 | $179K |
| Ancora Advisors LLC | 0.00% | Add +4.4% | 3,487 | $178K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $176K |
| Evermay Wealth Management LLC | 0.03% | No change | 3,228 | $165K |
| Pin Oak Investment Advisors Inc. | 0.15% | No change | 3,026 | $160K |
| Topsail Wealth Management, LLC | 0.03% | — | 2,975 | $152K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,879 | $147K |
| Darwin Wealth Management, LLC | 0.05% | Reduce -13.4% | 2,877 | $147K |
| NBT Bank, N.A. | 0.01% | No change | 2,867 | $147K |
| Acropolis Investment Management, LLC | 0.01% | New | 2,831 | $145K |
| Operose Advisors LLC | 0.05% | Reduce -27.4% | 2,825 | $144K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,805 | $143K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $143K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,533 | $130K |
| Noble Wealth Management PBC | 0.09% | — | 2,445 | $125K |
| Clear Investment Research, LLC | 0.16% | Add +0.7% | 2,356 | $120K |
| Murphy & Mullick Capital Management Corp | 0.11% | — | 2,303 | $118K |
| Thompson Investment Management, Inc. | 0.02% | No change | 2,302 | $118K |
| Heritage Wealth Advisors | 0.01% | No change | 2,200 | $113K |
| Trust Co. of Vermont | 0.01% | No change | 2,048 | $105K |
| Urban Financial Advisory Corp | 0.06% | Add +0.7% | 2,025 | $104K |
| Bare Financial Services, Inc | 0.04% | No change | 2,000 | $102K |
| Main Street Group, LTD | 0.04% | Reduce -1.7% | 1,977 | $101K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -93.2% | 1,994 | $101K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,917 | $98K |
| Ballast Advisors LLC | 0.03% | Reduce -0.2% | 1,715 | $88K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,627 | $83K |
| Flagship Wealth Advisors, LLC | 0.05% | — | 1,625 | $83K |
| Pinney & Scofield, Inc. | 0.06% | — | 1,514 | $77K |
| National Bank of Canada | 0.00% | Add +0.1% | 1,508 | $77K |
| Transcendent Capital Group LLC | 0.04% | No change | 1,496 | $77K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $75K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -0.8% | 1,393 | $74K |
| Abound Wealth Management | 0.02% | Add +458.7% | 1,408 | $72K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,330 | $68K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,324 | $68K |
| Crowley Wealth Management, Inc. | 0.06% | — | 1,322 | $68K |
| Human Investing LLC | 0.01% | New | 1,282 | $66K |
| NFSG Corp | 0.02% | Reduce -17.3% | 1,282 | $66K |
| Blue Trust, Inc. | 0.00% | Reduce -31.4% | 1,278 | $65K |
| Family Manage LLC | 0.01% | No change | 1,266 | $65K |
| Ameriflex Group, Inc. | 0.03% | — | 1,185 | $62K |
| Asset Dedication, LLC | 0.00% | Reduce -40.5% | 1,212 | $62K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $61K |
| First Financial Corp. | 0.03% | No change | 1,157 | $59K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,103 | $56K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,095 | $56K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,076 | $55K |
| Synergy Asset Management, LLC | 0.00% | New | 1,021 | $54K |
| Transce3nd, LLC | 0.02% | — | 1,013 | $52K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $51K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $51K |
| Phillips Financial Management, LLC | 0.00% | Reduce -63.2% | 974 | $50K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 972 | $50K |
| Crewe Advisors LLC | 0.01% | Add +136.9% | 969 | $50K |
| Steph & Co. | 0.02% | No change | 885 | $45K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 872 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 864 | $44K |
| Atlatl Advisers LLC | 0.02% | — | 812 | $42K |
| Angeles Investment Advisors, LLC | 0.00% | New | 800 | $41K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $38K |
| Deutsche Bank AG | 0.00% | Add +81.3% | 725 | $37K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 722 | $37K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -3.4% | 702 | $36K |
| Legacy Investment Solutions, LLC | 0.02% | No change | 688 | $36K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 688 | $36K |
| Lindbrook Capital, LLC | 0.00% | Add +224.8% | 695 | $36K |
| North Star Investment Management Corp. | 0.00% | New | 695 | $36K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 694 | $35K |
| Sandy Spring Bank | 0.00% | Add +0.4% | 679 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 627 | $32K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 625 | $32K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Add +19.4% | 608 | $31K |
| Park Place Capital Corp | 0.01% | New | 597 | $31K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $29K |
| Pineridge Advisors LLC | 0.01% | Add +0.7% | 552 | $28K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 535 | $27K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -20.7% | 495 | $25K |
| Olistico Wealth, LLC | 0.01% | No change | 492 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 480 | $25K |
| FPC Investment Advisory, Inc. | 0.02% | New | 450 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.5% | 459 | $23K |
| Hartford Financial Management Inc. | 0.00% | No change | 420 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 404 | $21K |
| Putney Financial Group LLC | 0.02% | — | 400 | $20K |
| New Wave Wealth Advisors LLC | 0.01% | New | 400 | $20K |
| Valued Wealth Advisors LLC | 0.01% | New | 379 | $19K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.8% | 351 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $17K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $17K |
| City Holding Co. | 0.00% | Reduce -3.2% | 305 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 301 | $15K |
| Parkside Financial Bank & Trust | 0.00% | No change | 281 | $14K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 275 | $14K |
| Accredited Wealth Management, LLC | 0.01% | — | 261 | $13K |
| American National Bank & Trust | 0.00% | No change | 260 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $13K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 258 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 254 | $13K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 252 | $13K |
| FLP Wealth Management, LLC | 0.03% | — | 250 | $13K |
| Ransom Advisory, Ltd | 0.01% | No change | 250 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 227 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -12.1% | 210 | $11K |
| WPG Advisers, LLC | 0.01% | — | 205 | $10K |
| McClarren Financial Advisors, Inc. | 0.03% | Add +284.6% | 200 | $10K |
| Avion Wealth | 0.00% | Add +1.0% | 208 | $10K |
| CNB Bank | 0.00% | No change | 193 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -61.9% | 187 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -19.6% | 168 | $9K |
| Raleigh Capital Management Inc. | 0.00% | No change | 166 | $8K |
| Curio Wealth, LLC | 0.00% | — | 153 | $8K |
| Park Square Financial Group, LLC | 0.00% | — | 126 | $6K |
| Eastern Bank | 0.00% | No change | 120 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $6K |
| Arax Advisory Partners | 0.00% | No change | 110 | $6K |
| Nova Wealth Management, Inc. | 0.00% | — | 97 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | New | 95 | $5K |
| YANKCOM Partnership | 0.00% | — | 90 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 84 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -1.2% | 83 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 80 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 76 | $4K |
| 2UniFi Bank | 0.00% | — | 74 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 62 | $3K |
| Rakuten Securities, Inc. | 0.00% | New | 62 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 61 | $3K |
| Rialto Wealth Management, LLC | 0.00% | — | 60 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 60 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 55 | $3K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -91.6% | 55 | $3K |
| Longview Financial Advisors LLC | 0.00% | — | 50 | $3K |
| Bfsg, LLC | 0.00% | New | 40 | $2K |
| Horizon Bancorp Inc. | 0.00% | Reduce -62.9% | 36 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -98.6% | 38 | $2K |
| Kiker Wealth Management, LLC | 0.00% | — | 35 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| Logan Capital Management Inc. | 0.00% | New | 31 | $2K |
| Element Wealth, LLC | 0.00% | New | 27 | $1K |
| Toth Financial Advisory Corp. | 0.00% | No change | 27 | $1K |
| Capital & Planning, LLC | 0.00% | — | 26 | $1K |
| Breakwater Investment Management | 0.00% | New | 26 | $1K |
| EnRich Financial Partners LLC | 0.00% | No change | 22 | $1K |
| ORG Partners LLC | 0.00% | No change | 19 | $976 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.8% | 19 | $972 |
| SWAN Capital LLC | 0.00% | Add +275.0% | 15 | $772 |
| Tompkins Financial Corp. | 0.00% | Reduce -56.7% | 13 | $665 |
| Beacon Capital Management, LLC | 0.00% | No change | 12 | $614 |
| Lanark Financial, Inc. | 0.05% | — | 11 | $570 |
| Founders Capital Management | 0.00% | No change | 4 | $215 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $157 |
| Parallel Advisors, LLC | 0.00% | No change | 1 | $51 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $49 |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 45 | $23 |
"% of holder's portfolio" is SPYV's weight in each manager's 13F, not the share of SS SPDR P S&P 500 Value ETF the manager owns.