SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q1 2025 (March 31)1,017holders −7
68new positions
65sold out
4famous investors
$50.92avg. 13F price*
At the end of Q1 2025, 1,017 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, down 7 from Q4 2024. 68 opened new positions and 65 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.0B), LPL Financial LLC ($2.2B) and Allworth Financial LP ($790.9M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $288.2M |
| Exits | 65 | $79.3M |
All 13F filers, Q4 2024 → Q1 2025: 31,982,781 shares bought and 19,113,245 shares sold, net +12,869,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Financial Engines Advisors L.L.C. | 8.63% | Add +0.8% | 78,809,775 | $4.0B |
| LPL Financial LLC | 0.85% | Add +3.4% | 42,792,448 | $2.2B |
| Allworth Financial LP | 4.46% | Reduce -20.4% | 16,207,539 | $790.9M |
| Morgan Stanley | 0.04% | Add +6.8% | 9,809,307 | $501.0M |
| Ameriprise Financial Inc. | 0.12% | Add +11.8% | 8,980,322 | $458.8M |
| Valmark Advisers, Inc. | 6.13% | Add +3.6% | 7,945,035 | $405.8M |
| JPMorgan Chase & Co. | 0.03% | Add +25.0% | 6,800,995 | $347.3M |
| UBS Group AG | 0.08% | Reduce -3.4% | 6,718,939 | $343.1M |
| Bank of America Corp. | 0.03% | Add +3.3% | 6,140,956 | $313.6M |
| Raymond James Financial Inc. | 0.11% | Add +4.3% | 5,740,575 | $293.2M |
| Horizon Investments, LLC | 7.70% | Reduce -12.7% | 5,059,600 | $258.4M |
| Advisory Alpha, LLC | 8.70% | Add +9.5% | 5,024,070 | $255.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +8.6% | 4,503,433 | $230.0M |
| NorthRock Partners, LLC | 7.63% | Add +1.1% | 4,445,021 | $227.0M |
| Equitable Holdings, Inc. | 2.15% | Add +12.8% | 4,436,910 | $226.6M |
| Dynasty Wealth Management, LLC | 3.74% | Add +32.7% | 4,394,135 | $224.4M |
| Royal Bank of Canada | 0.05% | Reduce -21.0% | 4,219,989 | $215.5M |
| Quotient Wealth Partners, LLC | 6.88% | Add +30.0% | 4,219,443 | $215.5M |
| Willis Johnson & Associates, Inc. | 15.98% | Add +1.9% | 4,133,351 | $211.1M |
| Cwm, LLC | 0.83% | Reduce -11.7% | 4,085,636 | $208.7M |
| Franklin Resources Inc. | 0.06% | Add +1.1% | 3,938,408 | $201.1M |
| Osaic Holdings, Inc. | 0.44% | Add +13.1% | 3,884,241 | $198.4M |
| Townsquare Capital LLC | 1.98% | Add +7.4% | 3,639,489 | $185.9M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Add +172.5% | 3,534,578 | $180.5M |
| Cerity Partners LLC | 0.36% | Add +0.1% | 3,438,461 | $175.6M |
| Private Advisor Group, LLC | 1.05% | Add +15.2% | 3,411,517 | $174.2M |
| Cetera Investment Advisers | 0.32% | Add +13.2% | 3,245,011 | $165.7M |
| Bank of New York Mellon Corp | 0.03% | Reduce -4.1% | 3,177,342 | $162.3M |
| Tiaa Trust, National Association | 0.47% | Reduce -24.5% | 2,928,044 | $149.5M |
| Nicolet Advisory Services, LLC | 13.91% | Reduce -1.8% | 2,978,491 | $140.2M |
| Connecticut Wealth Management, LLC | 7.32% | New | 2,738,188 | $139.8M |
| Betterment LLC | 0.31% | Reduce -5.2% | 2,574,832 | $131.5M |
| HighTower Advisors, LLC | 0.17% | Add +28.4% | 2,464,714 | $125.9M |
| Lutz Financial Services LLC | 9.23% | Reduce -0.2% | 2,207,949 | $112.8M |
| AE Wealth Management LLC | 0.91% | Add +3.7% | 2,128,282 | $108.7M |
| Gerber Kawasaki Wealth & Investment Management | 4.62% | Add +7.9% | 2,012,915 | $102.8M |
| Octavia Wealth Advisors, LLC | 12.37% | Add +25.5% | 1,994,878 | $101.9M |
| First National Trust Co | 4.04% | Reduce -0.6% | 1,962,187 | $100.2M |
| Angeles Wealth Management, LLC | 8.14% | Add +7.4% | 1,917,743 | $97.9M |
| N.E.W. Advisory Services LLC | 7.43% | Add +22.4% | 1,900,110 | $97.0M |
| Stifel Financial Corp. | 0.10% | Add +78.1% | 1,833,540 | $93.6M |
| Mariner, LLC | 0.15% | Add +4.2% | 1,822,081 | $93.1M |
| Simon Quick Advisors, LLC | 5.22% | Reduce -5.4% | 1,796,140 | $91.7M |
| Magnus Financial Group LLC | 8.56% | Add +3.6% | 1,724,275 | $88.1M |
| Old National Bancorp | 2.26% | Reduce -1.9% | 1,687,239 | $86.2M |
| Wells Fargo & Company | 0.02% | Add +11.6% | 1,615,061 | $82.5M |
| AlphaStar Capital Management, LLC | 7.88% | Reduce -6.5% | 1,534,159 | $78.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +11.5% | 1,530,975 | $78.2M |
| KWB Wealth | 9.38% | Reduce -3.9% | 1,519,859 | $77.7M |
| Flagship Harbor Advisors, LLC | 3.96% | Reduce -8.2% | 1,474,465 | $75.3M |
| Bell Bank | 3.98% | Add +15.1% | 1,441,969 | $73.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.5% | 1,424,051 | $72.7M |
| Commonwealth Equity Services, LLC | 0.10% | Add +5.7% | 1,407,179 | $71.9M |
| Elevation Point Wealth Partners, LLC | 5.92% | Reduce -1.0% | 1,352,984 | $69.1M |
| Good Life Advisors, LLC | 4.78% | Add +7.2% | 1,327,569 | $67.8M |
| Modern Wealth Management, LLC | 2.13% | Add +5.3% | 1,306,891 | $66.7M |
| Benjamin Edwards Inc. | 0.92% | Add +103.5% | 1,286,474 | $65.7M |
| Flputnam Investment Management Co. | 1.22% | Reduce -31.3% | 1,271,642 | $64.9M |
| Facet Wealth, Inc. | 1.57% | Add +68.5% | 1,227,891 | $60.8M |
| IHT Wealth Management, LLC | 1.90% | Add +36.8% | 1,189,682 | $60.8M |
| Klingman & Associates, LLC | 3.54% | Add +3.1% | 1,132,034 | $57.8M |
| FMR LLC | 0.00% | Reduce -0.7% | 1,106,068 | $56.5M |
| Nicolet Bankshares Inc. | 11.11% | Add +0.5% | 1,083,789 | $55.3M |
| Janney Montgomery Scott LLC | 0.16% | Reduce -24.1% | 1,074,812 | $54.9M |
| Roberts Financial Services LLC | 10.07% | Add +6.5% | 1,015,268 | $51.8M |
| CoreCap Advisors, LLC | 2.13% | Add +11.9% | 947,505 | $48.4M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +5.2% | 921,978 | $47.1M |
| Corient Private Wealth LP | 0.08% | Add +49.9% | 903,195 | $46.1M |
| Whitcomb & Hess, Inc. | 13.48% | Add +1.1% | 872,101 | $44.5M |
| Founders Financial Securities LLC | 3.72% | Reduce -4.1% | 896,902 | $43.9M |
| Nottingham Advisors, Inc. | 6.59% | Reduce -21.6% | 844,439 | $43.1M |
| Accredited Investors Inc. | 2.62% | Reduce -2.4% | 826,968 | $42.2M |
| Arrow Financial Corp | 4.54% | Add +0.5% | 795,847 | $40.6M |
| Scarborough Advisors, LLC | 5.76% | Add +10.9% | 792,404 | $40.5M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Add +2.4% | 793,801 | $40.3M |
| Creative Financial Designs Inc. | 3.22% | Add +5.3% | 789,615 | $40.3M |
| Diversify Wealth Management, LLC | 2.96% | Add +25.9% | 811,325 | $39.9M |
| CGN Advisors LLC | 3.84% | Add +1.8% | 767,965 | $39.2M |
| MML Investors Services, LLC | 0.13% | Add +11.3% | 757,620 | $38.7M |
| Perennial Investment Advisors, LLC | 4.34% | Add +12.3% | 754,869 | $38.6M |
| Integrated Wealth Concepts LLC | 0.45% | Add +31.7% | 753,687 | $38.5M |
| Balanced Wealth Group LLC | 18.21% | Reduce -7.9% | 739,267 | $37.7M |
| Compton Financial Group, LLC | 10.82% | Reduce -25.6% | 735,824 | $37.6M |
| Gladstone Institutional Advisory LLC | 1.73% | Add +16.7% | 724,756 | $37.0M |
| SteelPeak Wealth, LLC | 1.56% | Add +126.7% | 718,315 | $36.7M |
| Constellation Investments, Inc. | 1.73% | New | 712,000 | $36.4M |
| Woodard & Co. Asset Management Group Inc. | 7.40% | Add +1.8% | 693,718 | $35.4M |
| Tennessee Valley Asset Management Partners | 5.75% | Add +24.9% | 690,300 | $35.3M |
| Creative Planning | 0.03% | Reduce -2.4% | 685,834 | $35.0M |
| Prudential Financial Inc. | 0.05% | Reduce -32.7% | 683,426 | $34.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -2.2% | 617,157 | $33.5M |
| Tsfg, LLC | 6.58% | Add +14.4% | 630,127 | $32.2M |
| Courier Capital LLC | 2.04% | Add +18.1% | 610,727 | $31.2M |
| Avior Wealth Management, LLC | 1.18% | Add +0.5% | 607,172 | $31.0M |
| Koss-Olinger Consulting, LLC | 2.57% | Add +6.8% | 597,180 | $30.5M |
| Vicus Capital | 2.78% | Reduce -1.9% | 585,362 | $29.9M |
| Confluence Investment Management LLC | 0.41% | Add +99.8% | 561,531 | $28.7M |
| ERn Financial, LLC | 4.50% | Add +2.9% | 557,208 | $28.5M |
| Northern Trust Corp. | 0.00% | Add +0.2% | 556,696 | $28.4M |
| Signet Financial Management, LLC | 3.77% | Reduce -13.3% | 546,747 | $27.9M |
| Brandywine Oak Private Wealth LLC | 2.74% | Add +3.8% | 546,609 | $27.9M |
| Inspirion Wealth Advisors, LLC | 3.87% | Reduce -3.5% | 545,888 | $27.9M |
| Geneos Wealth Management Inc. | 0.93% | Add +4.7% | 545,827 | $27.9M |
| Riversedge Advisors, LLC | 6.18% | Reduce -0.3% | 542,275 | $27.7M |
| Moneco Advisors, LLC | 2.86% | Add +19.1% | 541,721 | $27.7M |
| Jacobi Capital Management LLC | 2.02% | Add +6211.5% | 536,227 | $27.4M |
| Western Wealth Management, LLC | 1.82% | Add +3.9% | 536,053 | $27.4M |
| Choice Wealth Advisors LLC | 14.25% | Add +0.4% | 535,486 | $27.3M |
| Measured Wealth Private Client Group, LLC | 8.67% | Add +1.6% | 528,939 | $27.0M |
| BIP Wealth, LLC | 1.75% | Reduce -8.0% | 524,855 | $26.8M |
| Convergence Financial, LLC | 5.19% | Reduce -15.0% | 517,552 | $26.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +0.7% | 516,091 | $26.4M |
| Waverly Advisors, LLC | 0.32% | Add +4.5% | 515,645 | $26.3M |
| Great Valley Advisor Group, Inc. | 0.57% | Reduce -11.3% | 514,857 | $26.3M |
| NewEdge Advisors, LLC | 0.16% | Add +22.7% | 514,102 | $26.3M |
| Avantax Planning Partners, Inc. | 0.92% | Add +12.6% | 509,504 | $26.0M |
| Higgins & Schmidt Wealth Strategies LLC | 15.19% | Add +4.1% | 503,601 | $25.7M |
| Sanctuary Advisors, LLC | 0.18% | Add +10.0% | 489,722 | $25.0M |
| Rodgers & Associates, LTD | 3.01% | Add +1.8% | 483,958 | $24.7M |
| Signal Advisors Wealth, LLC | 2.39% | Add +144.3% | 478,525 | $24.4M |
| Foguth Wealth Management, LLC. | 5.91% | Add +128.6% | 476,546 | $24.3M |
| Alta Wealth Advisors LLC | 10.97% | Add +3.4% | 467,799 | $23.9M |
| Pinnacle Wealth Planning Services, Inc. | 3.54% | Add +2.8% | 461,424 | $23.6M |
| Harbor Group, Inc. | 4.67% | Add +3.2% | 457,896 | $23.4M |
| Dakota Wealth Management | 0.55% | Reduce -6.7% | 456,800 | $23.3M |
| Visionary Horizons, LLC | 16.01% | Reduce -5.1% | 444,864 | $22.7M |
| Shepherd Financial Partners LLC | 2.66% | New | 444,575 | $22.7M |
| Leicht Financial Planning & Wealth Management, Inc. | 11.75% | Add +1.8% | 439,954 | $22.5M |
| Avantax Advisory Services, Inc. | 0.14% | Add +24.8% | 437,088 | $22.3M |
| Marathon Mission, Inc. | 15.47% | Reduce -6.9% | 432,962 | $22.1M |
| SkyOak Wealth, LLC | 4.71% | Add +4.8% | 420,791 | $21.5M |
| Williams Financial, LLC | 14.92% | Reduce -41.1% | 418,039 | $21.3M |
| MBE Wealth Management, LLC | 10.05% | Reduce -10.1% | 411,334 | $21.0M |
| Alesco Advisors, LLC, An ESL Co | 0.65% | Reduce -1.5% | 404,902 | $20.7M |
| Integrated Capital Management, LLC | 11.29% | Add +2.0% | 401,486 | $20.5M |
| Visionary Wealth Advisors | 1.22% | Add +5.7% | 399,015 | $20.4M |
| Hamilton Capital, LLC | 1.23% | Add +1.8% | 397,814 | $20.3M |
| Ascent Group, LLC | 0.87% | Add +3269.4% | 395,168 | $20.2M |
| Potentia Wealth | 9.32% | Add +2.5% | 389,246 | $19.9M |
| Truist Financial Corp. | 0.03% | Add +5.3% | 383,445 | $19.6M |
| Fifth Third Securities, Inc. | 1.60% | Add +5.2% | 372,469 | $19.0M |
| SilverOak Wealth Management LLC | 4.09% | Add +6.1% | 370,016 | $18.9M |
| Cynosure Group, LLC | 2.60% | Add +12.7% | 369,061 | $18.8M |
| CarsonAllaria Wealth Management, Ltd. | 10.83% | Add +1.3% | 365,892 | $18.7M |
| Leslie Global Wealth, LLC | 9.06% | Add +3.6% | 364,573 | $18.6M |
| Mgo One Seven LLC | 0.71% | Reduce -5.9% | 360,076 | $18.4M |
| Money Design Co.,Ltd. | 0.92% | Reduce -1.3% | 359,958 | $18.4M |
| Baird Financial Group, Inc. | 0.04% | Add +0.4% | 357,931 | $18.3M |
| Pure Financial Advisors, LLC | 0.38% | Reduce -2.2% | 354,844 | $18.1M |
| Wealth Advisors of Iowa, LLC | 7.76% | Add +7.2% | 353,323 | $18.0M |
| Retirement Planning Group, LLC | 0.85% | Reduce -3.6% | 353,161 | $18.0M |
| TPG Financial Advisors, LLC | 7.95% | Reduce -5.0% | 352,246 | $18.0M |
| Journey Strategic Wealth LLC | 0.62% | Add +18.2% | 349,587 | $17.9M |
| Goodman Advisory Group, LLC | 5.43% | Add +2.6% | 348,702 | $17.8M |
| Navalign, LLC | 5.04% | Add +0.9% | 346,181 | $17.7M |
| Windsor Capital Management, LLC | 5.34% | Reduce -17.4% | 340,861 | $17.4M |
| Demars Financial Group, LLC | 7.37% | Add +7.8% | 340,321 | $17.4M |
| First Heartland Consultants, Inc. | 1.77% | Add +1.6% | 335,168 | $17.1M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +2.3% | 334,973 | $17.1M |
| Freestate Advisors LLC | 16.83% | Reduce -5.1% | 332,216 | $17.0M |
| Hills Bank & Trust Co | 1.17% | Add +35.9% | 325,004 | $16.6M |
| SOA Wealth Advisors, LLC. | 3.46% | Add +42.4% | 324,274 | $16.6M |
| Brookstone Capital Management | 0.24% | Reduce -5.1% | 323,296 | $16.5M |
| Graney & King, LLC | 12.20% | Reduce -8.5% | 320,909 | $16.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | New | 320,000 | $16.3M |
| Horizon Financial Services, LLC | 9.02% | Add +17.3% | 316,957 | $16.2M |
| Advisor Resource Council | 1.29% | Add +2661.1% | 314,080 | $16.0M |
| Kestra Private Wealth Services, LLC | 0.27% | Reduce -10.0% | 310,829 | $15.9M |
| Destiny Capital Corp | 10.79% | Add +2.0% | 309,963 | $15.8M |
| Meritage Portfolio Management | 1.05% | Reduce -4.7% | 309,050 | $15.8M |
| 1834 Investment Advisors Co. | 2.02% | Add +5.9% | 306,531 | $15.7M |
| Jones Financial Companies LLLP | 0.01% | Add +400.4% | 299,748 | $15.2M |
| Cary Street Partners Financial LLC | 0.48% | Reduce -22.4% | 297,163 | $15.2M |
| Ackerman Capital Advisors, LLC | 3.97% | Add +4.9% | 294,169 | $15.0M |
| Larson Financial Group LLC | 0.70% | Reduce -5.3% | 289,287 | $14.8M |
| Diversify Advisory Services, LLC | 0.92% | Add +36.3% | 298,675 | $14.7M |
| Diligent Investors, LLC | 3.56% | Reduce -3.0% | 285,948 | $14.6M |
| Prime Capital Investment Advisors, LLC | 0.17% | Add +292.2% | 283,357 | $14.5M |
| Great Lakes Retirement, Inc. | 1.88% | Add +1.7% | 280,780 | $14.3M |
| Sargent Investment Group, LLC | 2.29% | Reduce -4.3% | 280,731 | $14.3M |
| Eaton Financial Holdings Company, LLC | 5.90% | Reduce -6.3% | 278,267 | $14.2M |
| Merit Financial Group, LLC | 0.21% | Reduce -40.1% | 274,570 | $14.0M |
| Silver Oak Securities, Incorporated | 1.31% | Add +1.3% | 275,619 | $14.0M |
| Atticus Wealth Management, LLC | 4.50% | Reduce -31.8% | 270,008 | $13.8M |
| McAdam, LLC | 0.85% | Reduce -18.6% | 268,873 | $13.7M |
| Fifth Third Bancorp | 0.05% | Add +13.6% | 263,500 | $13.5M |
| Kingsview Wealth Management, LLC | 0.25% | Add +1.2% | 259,509 | $13.3M |
| CX Institutional | 0.50% | Reduce -4.2% | 258,652 | $13.2M |
| Strategic Financial Partners, Ltd. | 6.95% | Reduce -12.7% | 258,264 | $13.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -5.0% | 258,044 | $13.2M |
| Abound Financial, LLC | 6.61% | Add +5.1% | 255,740 | $13.1M |
| CBM Financial, LLC | 10.59% | — | 255,334 | $13.0M |
| Meridian Wealth Management, LLC | 0.63% | Add +0.6% | 253,685 | $13.0M |
| Millington Financial Advisors, LLC | 7.88% | Reduce -1.1% | 268,018 | $12.8M |
| Verus Capital Partners, LLC | 1.27% | Add +2.9% | 249,252 | $12.7M |
| Summit Financial, LLC | 0.34% | Add +12.2% | 239,048 | $12.2M |
| Optimist Retirement Group LLC | 5.95% | Add +0.6% | 232,929 | $11.9M |
| BNP Paribas Financial Markets | 0.01% | Add +614.9% | 232,868 | $11.9M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -26.7% | 232,385 | $11.9M |
| NewSquare Capital LLC | 0.96% | Add +1.8% | 229,476 | $11.7M |
| Wealthcare Advisory Partners LLC | 0.31% | Add +6.7% | 229,044 | $11.7M |
| Reston Wealth Management LLC | 4.70% | Reduce -9.8% | 227,804 | $11.6M |
| Probity Advisors, Inc. | 2.22% | Reduce -0.1% | 226,285 | $11.6M |
| Power Wealth Management LLC | 4.64% | Add +10.0% | 224,715 | $11.5M |
| Novem Group | 1.61% | Add +35.4% | 222,962 | $11.4M |
| Valtinson Bruner Financial Planning LLC | 3.84% | Add +1.8% | 222,291 | $11.4M |
| Hobart Private Capital, LLC | 2.79% | Add +33.2% | 218,124 | $11.1M |
| Financial Council, LLC | 5.98% | Add +0.1% | 217,391 | $11.1M |
| Clear Creek Financial Management, LLC | 1.14% | Reduce -3.6% | 216,162 | $11.0M |
| Dogwood Wealth Management LLC | 5.79% | Add +4.5% | 215,799 | $11.0M |
| GHP Investment Advisors, Inc. | 0.53% | Add +0.8% | 214,779 | $11.0M |
| New England Capital Financial Advisors LLC | 5.52% | Reduce -9.8% | 212,513 | $10.9M |
| Wrapmanager Inc. | 2.81% | Add +0.3% | 209,210 | $10.7M |
| Stephens Inc. | 0.16% | Add +12.4% | 209,106 | $10.7M |
| Legacy Financial Group LLC | 1.64% | Add +5.4% | 208,765 | $10.7M |
| Goldstone Financial Group, LLC | 1.59% | Add +3.5% | 205,908 | $10.5M |
| Hofer & Associates. Inc | 7.10% | Add +1.9% | 204,951 | $10.5M |
| Concurrent Investment Advisors, LLC | 0.25% | Reduce -12.0% | 198,113 | $10.1M |
| Savant Capital, LLC | 0.09% | Reduce -2.7% | 197,215 | $10.1M |
| M&T Bank Corp | 0.04% | Reduce -3.0% | 195,676 | $10.0M |
| Oak Harvest Investment Services | 1.37% | Reduce -4.4% | 192,256 | $9.8M |
| Stone Summit Wealth LLC | 3.33% | Reduce -1.7% | 192,197 | $9.8M |
| VestGen Advisors, LLC | 0.44% | — | 189,970 | $9.7M |
| GenWealth Group, Inc. | 2.14% | Add +2.5% | 189,650 | $9.7M |
| Collaborative Wealth Managment Inc. | 4.52% | Add +1.3% | 189,130 | $9.7M |
| Sterling Group Wealth Management, LLC | 5.14% | Add +1.3% | 187,837 | $9.6M |
| IFG Advisory, LLC | 0.53% | Reduce -17.6% | 187,779 | $9.6M |
| Focus Partners Wealth | 0.02% | Reduce -2.3% | 185,846 | $9.5M |
| Axxcess Wealth Management, LLC | 0.26% | Reduce -3.3% | 185,673 | $9.5M |
| Gunma Bank,Ltd. | 2.90% | Add +41.0% | 176,200 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -1.0% | 175,812 | $9.0M |
| Juncture Wealth Strategies, LLC | 3.48% | Reduce -1.9% | 175,545 | $9.0M |
| Pecaut & Co. | 3.01% | Add +0.8% | 172,831 | $8.8M |
| Atria Investments, Inc | 0.11% | Add +13.7% | 172,125 | $8.8M |
| BCS Wealth Management | 2.26% | Add +0.2% | 172,073 | $8.8M |
| Gibbs Wealth Management | 2.12% | Add +15.2% | 171,797 | $8.8M |
| Asset Allocation Strategies LLC | 2.13% | Reduce -12.3% | 167,888 | $8.6M |
| Collier Financial | 7.22% | New | 166,349 | $8.5M |
| Madrid Financial Services | 6.15% | Add +4.2% | 165,309 | $8.4M |
| Financial Gravity Asset Management, Inc. | 1.82% | — | 163,483 | $8.3M |
| Quent Capital, LLC | 0.88% | Add +2.3% | 163,473 | $8.3M |
| Portside Wealth Group, LLC | 1.36% | Add +7.1% | 163,019 | $8.3M |
| Private Wealth Group, LLC | 4.88% | Reduce -39.9% | 162,607 | $8.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -45.4% | 162,094 | $8.3M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -45.4% | 162,094 | $8.3M |
| PAX Financial Group, LLC | 1.45% | Reduce -14.8% | 160,166 | $8.2M |
| Promus Capital, LLC | 6.07% | Add +1.8% | 156,643 | $8.0M |
| CIBC Private Wealth Group LLC | 0.02% | Add +3.7% | 175,512 | $7.9M |
| Cobblestone Asset Management LLC | 4.61% | Add +54.2% | 154,581 | $7.9M |
| 1900 Wealth Management LLC | 0.65% | Reduce -2.4% | 154,195 | $7.9M |
| Assetmark, Inc. | 0.02% | Add +30.8% | 153,881 | $7.9M |
| Financial Advocates Investment Management | 0.55% | Add +52.9% | 149,973 | $7.8M |
| Trilogy Capital Inc. | 0.41% | Add +3.4% | 151,525 | $7.7M |
| Laurel Wealth Planning LLC | 5.13% | Add +8.1% | 151,254 | $7.7M |
| Auour Investments LLC | 2.79% | Add +7.8% | 156,481 | $7.7M |
| Guardian Wealth Advisors, LLC | 4.92% | Add +54.4% | 150,135 | $7.7M |
| American Financial & Tax Strategies Inc. | 4.07% | Reduce -6.5% | 148,275 | $7.6M |
| Smithbridge Asset Management Inc. | 1.40% | — | 147,878 | $7.6M |
| Lynch & Associates | 1.63% | Add +1.4% | 147,646 | $7.5M |
| Cardinal Strategic Wealth Guidance | 2.32% | Add +11.1% | 142,429 | $7.3M |
| Integrity Alliance, Llc. | 0.29% | New | 142,281 | $7.3M |
| Key Financial Inc | 1.58% | Reduce -0.7% | 142,130 | $7.3M |
| AA Financial Advisors, LLC | 1.77% | Reduce -57.4% | 142,029 | $7.3M |
| Olde Wealth Management, LLC | 2.53% | Add +9.6% | 140,563 | $7.2M |
| Tme Financial, Inc. | 6.21% | Add +117.1% | 139,894 | $7.1M |
| Denver Wealth Management, Inc. | 3.23% | Add +6.3% | 138,540 | $7.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.1% | 138,246 | $7.1M |
| Partnership Wealth Management, LLC | 5.97% | Reduce -0.1% | 137,684 | $7.0M |
| Natixis Advisors, LLC | 0.01% | Add +1257.6% | 136,263 | $7.0M |
| Independent Wealth Network Inc. | 2.78% | Add +0.5% | 136,189 | $7.0M |
| Spire Wealth Management | 0.22% | Reduce -32.1% | 135,386 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.38% | Reduce -2.8% | 134,815 | $6.9M |
| Red Crane Wealth Management, LLC | 6.58% | Reduce -0.6% | 134,695 | $6.9M |
| Waller Financial Planning Group, Inc. | 1.91% | Reduce -11.9% | 133,121 | $6.8M |
| Cannon Wealth Management Services, LLC | 5.97% | Add +3.5% | 135,087 | $6.7M |
| Venture Visionary Partners LLC | 0.28% | Add +3100.5% | 130,292 | $6.7M |
| Uptown Financial Advisors LLC | 6.83% | Add +2.2% | 129,458 | $6.6M |
| Greenwood Capital Associates LLC | 0.88% | Add +24.6% | 128,414 | $6.6M |
| Cooper Financial Group | 0.85% | Reduce -6.6% | 126,721 | $6.5M |
| Bensler, LLC | 0.81% | Add +14.2% | 126,365 | $6.5M |
| Farther Finance Advisors, LLC | 0.16% | Add +463.1% | 126,003 | $6.4M |
| Modera Wealth Management, LLC | 0.09% | Add +0.2% | 124,713 | $6.4M |
| Ignite Planners, LLC | 1.25% | Add +1.9% | 128,922 | $6.4M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +1.7% | 124,453 | $6.4M |
| Arete Wealth Advisors, LLC | 0.48% | Reduce -7.9% | 123,058 | $6.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.9% | 122,713 | $6.3M |
| Arbor Trust Wealth Advisors, LLC | 2.93% | Add +8.1% | 122,300 | $6.2M |
| Intergy Private Wealth, LLC | 2.37% | Add +0.0% | 122,271 | $6.2M |
| Capital Advisory Group Advisory Services, LLC | 2.38% | Add +3.7% | 122,126 | $6.2M |
| HM Payson & Co. | 0.11% | No change | 121,945 | $6.2M |
| Snider Financial Group | 2.01% | Add +0.2% | 121,015 | $6.2M |
| Freedom Investment Management, Inc. | 0.51% | Add +2.8% | 119,465 | $6.1M |
| Phoenix Wealth Advisors | 2.63% | Add +23.7% | 118,104 | $6.0M |
| Penobscot Wealth Management | 2.53% | Add +15.2% | 117,682 | $6.0M |
| Florida Financial Advisors, LLC | 2.31% | Add +69.1% | 117,929 | $5.9M |
| GPS Wealth Strategies Group, LLC | 0.78% | Reduce -3.4% | 113,322 | $5.8M |
| Stevens Capital Partners | 2.69% | Reduce -20.8% | 112,241 | $5.7M |
| Centennial Wealth Advisory LLC | 2.06% | Add +7.3% | 111,170 | $5.7M |
| Motive Wealth Advisors | 3.00% | Add +0.8% | 109,696 | $5.6M |
| Cozad Asset Management Inc. | 0.56% | Add +4.1% | 109,387 | $5.6M |
| Synergy Investment Management, LLC | 2.31% | Add +111.8% | 108,449 | $5.5M |
| JNBA Financial Advisors | 0.57% | Reduce -28.0% | 108,263 | $5.5M |
| Tranquilli Financial Advisor LLC | 3.49% | Reduce -1.1% | 107,952 | $5.5M |
| Mutual Advisors, LLC | 0.16% | Add +373.3% | 112,749 | $5.5M |
| Koshinski Asset Management, Inc. | 0.47% | Add +49.2% | 107,521 | $5.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.2% | 104,377 | $5.3M |
| Occidental Asset Management, LLC | 0.80% | Add +1.5% | 103,730 | $5.3M |
| Private Trust Co. NA | 0.54% | Add +10.3% | 103,539 | $5.3M |
| RFG Advisory, LLC | 0.14% | Add +42.1% | 102,598 | $5.2M |
| TAGStone Capital, Inc. | 2.53% | Add +1.6% | 100,613 | $5.1M |
| Ameritas Advisory Services, LLC | 0.20% | Reduce -6.4% | 99,108 | $5.1M |
| Park Avenue Securities LLC | 0.06% | Add +169.5% | 98,787 | $5.0M |
| Harbour Investments, Inc. | 0.14% | Add +3.6% | 96,714 | $4.9M |
| DecisionMap Wealth Management, LLC | 3.75% | Add +40.4% | 96,468 | $4.9M |
| Gateway Wealth Partners, LLC | 1.09% | Add +6.2% | 94,896 | $4.8M |
| CHURCHILL MANAGEMENT Corp | 0.06% | Reduce -39.3% | 94,430 | $4.8M |
| Asset Management Group, Inc. | 0.89% | Add +1.3% | 94,239 | $4.8M |
| Sharpepoint LLC | 4.20% | Reduce -3.9% | 97,462 | $4.8M |
| Lido Advisors, LLC | 0.03% | Add +1.5% | 93,125 | $4.8M |
| Tritonpoint Wealth, LLC | 0.45% | Add +25.6% | 92,964 | $4.7M |
| Buttonwood Financial Group, LLC | 2.77% | New | 100,489 | $4.7M |
| Horizon Family Wealth, Inc. | 3.10% | Reduce -0.6% | 91,143 | $4.7M |
| GTS Securities LLC | 0.20% | New | 90,155 | $4.6M |
| Ritholtz Wealth Management | 0.14% | New | 89,698 | $4.6M |
| Pacific Financial Group Inc. | 3.61% | Reduce -2.7% | 87,483 | $4.5M |
| SVB Wealth LLC | 0.18% | Reduce -25.8% | 85,753 | $4.4M |
| Transform Wealth, LLC | 0.26% | Add +3.1% | 85,606 | $4.4M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -29.2% | 85,271 | $4.4M |
| Citizens Financial Group Inc. | 0.09% | Add +2.5% | 85,114 | $4.3M |
| Atom Investors LP | 0.53% | New | 84,534 | $4.3M |
| Marcum Wealth, LLC | 0.37% | Add +1.4% | 83,568 | $4.3M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +79.4% | 83,291 | $4.3M |
| Golden State Wealth Management, LLC | 0.62% | Add +0.6% | 82,127 | $4.2M |
| Clarus Wealth Advisors | 2.24% | Add +6.4% | 86,507 | $4.2M |
| Braun-Bostich & Associates Inc. | 3.08% | Add +57.5% | 81,619 | $4.2M |
| City Center Advisors, LLC | 4.81% | Reduce -3.4% | 80,706 | $4.1M |
| MidAtlantic Capital Management, Inc. | 3.21% | No change | 80,100 | $4.1M |
| IAG Wealth Partners, LLC | 0.63% | Reduce -2.5% | 79,645 | $4.1M |
| SIMA Wealth Partners, LLC | 3.34% | Add +11.8% | 78,839 | $4.0M |
| Priebe Wealth Holdings LLC | 2.50% | Reduce -2.8% | 78,338 | $4.0M |
| Sharkey, Howes & Javer | 0.57% | Add +16.1% | 77,612 | $4.0M |
| Independent Financial Group, LLC | 0.13% | Add +12.3% | 76,697 | $3.9M |
| Tyler-Stone Wealth Management | 0.70% | Add +0.8% | 76,504 | $3.9M |
| Waterloo Capital, L.P. | 0.36% | Add +99.2% | 75,820 | $3.9M |
| American Money Management, LLC | 0.73% | Reduce -0.6% | 75,337 | $3.8M |
| Members Wealth LLC | 2.86% | Add +4.7% | 74,339 | $3.8M |
| Copia Wealth Management | 3.49% | Add +1.3% | 73,875 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -6.7% | 73,479 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 72,741 | $3.7M |
| RFG - Bristol Wealth Advisors, LLC | 1.23% | Add +9.4% | 71,900 | $3.7M |
| Inspire Advisors, LLC | 0.42% | Add +54.8% | 71,564 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.70% | Reduce -22.3% | 71,279 | $3.6M |
| Salomon & Ludwin, LLC | 0.39% | Add +22.1% | 70,568 | $3.6M |
| Red Tortoise LLC | 1.86% | Reduce -4.3% | 69,965 | $3.6M |
| Citigroup Inc. | 0.00% | Add +0.4% | 69,205 | $3.5M |
| Cavalier Investments, LLC | 1.20% | New | 69,200 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -35.2% | 68,890 | $3.5M |
| WealthTrak Capital Management LLC | 2.96% | Add +29.5% | 67,372 | $3.4M |
| Keener Financial Planning LLC | 2.24% | Reduce -8.2% | 67,348 | $3.4M |
| Milestone Asset Management Group, LLC | 3.10% | Add +9.9% | 67,070 | $3.4M |
| Comerica Bank | 0.01% | Add +18.8% | 66,881 | $3.4M |
| AQR Capital Management | 0.00% | Add +13.9% | 65,816 | $3.4M |
| JDM Financial Group LLC | 1.70% | Reduce -0.7% | 65,747 | $3.4M |
| Idaho Trust Co | 1.36% | New | 65,395 | $3.3M |
| Total Clarity Wealth Management, Inc. | 1.09% | No change | 65,262 | $3.3M |
| Glen Eagle Advisors, LLC | 0.55% | Reduce -1.2% | 65,276 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +6.0% | 64,936 | $3.3M |
| US Bancorp \de | 0.00% | Add +10.3% | 63,708 | $3.3M |
| Yukon Wealth Management, Inc. | 1.35% | — | 63,475 | $3.2M |
| Prism Advisors, Inc. | 0.99% | Reduce -83.4% | 62,892 | $3.2M |
| American Investment Services, Inc. | 0.56% | No change | 62,740 | $3.2M |
| Prospera Financial Services Inc | 0.07% | Reduce -4.5% | 61,856 | $3.2M |
| Retirement Financial Solutions, LLC | 1.23% | New | 61,747 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.71% | Add +3.8% | 61,209 | $3.1M |
| Quantinno Capital Management LP | 0.02% | Add +225.3% | 60,426 | $3.1M |
| Inman Jager Wealth Management, LLC | 2.29% | Add +32.3% | 59,805 | $3.1M |
| Raab & Moskowitz Asset Management LLC | 0.76% | Reduce -8.9% | 58,683 | $3.0M |
| Certified Advisory Corp | 0.34% | Reduce -6.8% | 58,489 | $3.0M |
| Cary Street Partners Investment Advisory LLC | 1.72% | Add +2.4% | 58,391 | $3.0M |
| Stonebrook Private Inc. | 0.77% | Add +1176.6% | 58,020 | $3.0M |
| Vance Wealth, LLC | 1.10% | Reduce -7.3% | 57,542 | $2.9M |
| Keystone Financial Group | 0.30% | Reduce -12.7% | 56,892 | $2.9M |
| MBM Wealth Consultants, LLC | 0.85% | Add +3.7% | 56,370 | $2.9M |
| WCG Wealth Advisors LLC | 0.22% | Add +1.0% | 56,178 | $2.9M |
| HSBC Holdings PLC | 0.00% | Add +266.1% | 55,563 | $2.8M |
| Money Concepts Capital Corp. | 0.21% | Add +6.0% | 55,417 | $2.8M |
| Fortis Capital Advisors, LLC | 0.57% | New | 55,099 | $2.8M |
| Belpointe Asset Management LLC | 0.15% | Add +325.7% | 55,099 | $2.8M |
| Bank of Montreal | 0.00% | Add +13.0% | 54,788 | $2.8M |
| Breakwater Capital Group | 0.49% | Add +0.6% | 54,301 | $2.8M |
| Cordatus Wealth Management LLC | 0.76% | Reduce -1.0% | 54,107 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 53,890 | $2.8M |
| Global Financial Private Client, LLC | 1.05% | Reduce -2.5% | 53,626 | $2.7M |
| Vertex Planning Partners, LLC | 0.60% | Reduce -0.6% | 53,565 | $2.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.4% | 53,395 | $2.7M |
| Secured Retirement Advisors, LLC | 1.76% | New | 53,366 | $2.7M |
| Lee Danner & Bass Inc. | 0.22% | No change | 52,756 | $2.7M |
| Shum Financial Group, Inc. | 2.33% | Add +2.2% | 52,660 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.5% | 52,260 | $2.7M |
| CORDA Investment Management, LLC. | 0.21% | Add +3.7% | 52,130 | $2.7M |
| Stratos Investment Management, LLC | 0.14% | Add +1.9% | 52,051 | $2.7M |
| Balentine LLC | 0.11% | New | 52,025 | $2.7M |
| Friday Financial | 1.59% | Reduce -0.1% | 51,808 | $2.7M |
| PSI Advisors, LLC | 0.86% | Reduce -4.1% | 51,985 | $2.7M |
| Tidal Investments LLC | 0.02% | Reduce -11.8% | 51,913 | $2.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.6% | 51,727 | $2.6M |
| United Advisor Group, LLC | 0.54% | Add +21.4% | 51,665 | $2.6M |
| Wambolt & Associates, LLC | 0.88% | Reduce -5.1% | 50,843 | $2.6M |
| Colton Groome Financial Advisors, LLC | 0.98% | Reduce -21.3% | 51,385 | $2.5M |
| Retirement Income Solutions, Inc. | 0.53% | Reduce -25.1% | 49,491 | $2.5M |
| Redhawk Wealth Advisors, Inc. | 0.34% | Add +1.5% | 49,026 | $2.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +2.8% | 48,598 | $2.5M |
| Opal Wealth Advisors, LLC | 0.75% | Add +8.2% | 47,941 | $2.4M |
| Old Mission Capital LLC | 0.05% | New | 47,869 | $2.4M |
| Riverchase Wealth Management, LLC | 1.70% | Reduce -4.3% | 47,663 | $2.4M |
| Burney Co./ | 0.09% | Add +0.7% | 47,424 | $2.4M |
| Partners in Financial Planning | 0.48% | Add +0.3% | 47,243 | $2.4M |
| Simplicity Wealth,LLC | 0.19% | New | 47,152 | $2.4M |
| JT Stratford LLC | 0.43% | Reduce -0.7% | 47,118 | $2.4M |
| BlackRock, Inc. | 0.00% | Reduce -8.7% | 47,016 | $2.4M |
| Faithward Advisors, LLC | 0.42% | Add +13.7% | 47,005 | $2.4M |
| AdvisorNet Financial, Inc | 0.18% | Add +6.3% | 46,540 | $2.4M |
| 1ST Source Bank | 0.14% | Reduce -0.7% | 45,964 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -92.7% | 45,404 | $2.3M |
| Wells Financial Advisors INC | 3.17% | Reduce -0.9% | 44,985 | $2.3M |
| Tower Wealth Partners, Inc. | 1.22% | Add +0.8% | 44,623 | $2.3M |
| Intrua Financial, LLC | 0.35% | Add +70.1% | 44,271 | $2.3M |
| Foundation Wealth Management, LLC\PA | 1.06% | Add +4.0% | 43,762 | $2.2M |
| Wrenne Financial Planning LLC | 1.19% | Reduce -3.4% | 43,677 | $2.2M |
| Wealth Advisors Northwest LLC | 1.40% | Reduce -2.1% | 43,303 | $2.2M |
| Sunesis Advisors, LLC | 1.20% | No change | 43,133 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -19.6% | 43,023 | $2.2M |
| Schechter Investment Advisors, LLC | 0.18% | Add +266.9% | 42,990 | $2.2M |
| ArborFi Advisors, LLC | 2.18% | Reduce -2.8% | 42,957 | $2.2M |
| Graypoint LLC | 0.13% | Add +0.0% | 42,203 | $2.2M |
| Seaside Wealth Management, Inc. | 0.77% | Reduce -0.9% | 42,168 | $2.2M |
| FF Advisors,LLC | 1.23% | Reduce -1.8% | 43,420 | $2.1M |
| Cornerstone Advisors Asset Management, LLC | 0.44% | Add +0.3% | 41,783 | $2.1M |
| Wealthgarden F.S. LLC | 2.00% | Add +36.1% | 40,802 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -71.3% | 40,699 | $2.1M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -5.9% | 40,361 | $2.1M |
| WJ Wealth Management, LLC | 0.73% | Reduce -10.7% | 40,352 | $2.1M |
| Bristlecone Advisors, LLC | 0.16% | Add +0.0% | 39,183 | $2.0M |
| MPWM Advisory Solutions, LLC | 1.45% | Reduce -1.3% | 39,156 | $2.0M |
| Axis Wealth Partners, LLC | 1.44% | Add +5.2% | 38,231 | $2.0M |
| Tradewinds Capital Management, LLC | 0.52% | Add +0.1% | 38,138 | $1.9M |
| FCG Investment Co | 1.20% | Add +14.2% | 37,396 | $1.9M |
| Innealta Capital, LLC | 1.03% | Add +56.7% | 36,741 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.26% | Reduce -13.0% | 36,095 | $1.8M |
| Arkadios Wealth Advisors | 0.07% | Add +11.1% | 35,878 | $1.8M |
| Blair William & Co. | 0.01% | Add +55.6% | 35,763 | $1.8M |
| WealthShield Partners, LLC | 0.24% | Add +2.5% | 35,731 | $1.8M |
| IFP Advisors, Inc | 0.06% | Add +2.3% | 35,709 | $1.8M |
| Better Money Decisions, LLC | 1.21% | Reduce -6.7% | 35,585 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Add +3.8% | 36,707 | $1.8M |
| One Capital Management, LLC | 0.06% | Reduce -13.9% | 35,348 | $1.8M |
| Norden Group LLC | 0.21% | Add +2.5% | 35,286 | $1.8M |
| PFG Advisors | 0.10% | Reduce -17.5% | 34,944 | $1.8M |
| Eclectic Associates Inc. | 0.47% | Reduce -1.2% | 34,604 | $1.8M |
| RDA Financial Network | 0.53% | Reduce -3.0% | 34,495 | $1.8M |
| Laurel Wealth Advisors LLC | 0.28% | Add +0.3% | 34,456 | $1.8M |
| Gotham Asset Management | 0.01% | Add +2.2% | 34,330 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.4% | 34,399 | $1.7M |
| Private Client Services, LLC | 0.84% | Add +36.5% | 33,438 | $1.7M |
| Relyea Zuckerberg Hanson LLC | 0.23% | Add +0.2% | 33,018 | $1.7M |
| Calton & Associates, Inc. | 0.38% | Add +57.0% | 32,819 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.6% | 32,678 | $1.7M |
| E&G Advisors, LLC | 0.47% | Add +0.9% | 32,648 | $1.7M |
| River Street Advisors LLC | 0.82% | Add +1.0% | 32,624 | $1.7M |
| Lifeworks Advisors, LLC | 0.27% | Reduce -1.4% | 32,196 | $1.6M |
| Weitzel Financial Services, Inc. | 0.78% | Add +0.4% | 33,406 | $1.6M |
| Summit Investment Advisory Services, LLC | 0.80% | Reduce -1.3% | 31,992 | $1.6M |
| OneAscent Financial Services LLC | 0.11% | Add +14.8% | 31,753 | $1.6M |
| Altman Advisors, Inc. | 0.75% | Add +47.8% | 129,936 | $1.6M |
| Sanchez Wealth Management Group | 0.44% | Reduce -20.8% | 31,722 | $1.6M |
| Alliance Wealth Advisors, LLC | 0.42% | Add +5.2% | 31,568 | $1.6M |
| Bridgewealth Advisory Group, LLC | 2.12% | Reduce -5.2% | 31,539 | $1.6M |
| Marion Wealth Management | 0.43% | Add +0.1% | 31,167 | $1.6M |
| Summit Investment Advisors, Inc. | 1.42% | Add +0.3% | 32,350 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 30,817 | $1.6M |
| Capital Analysts, LLC | 0.06% | Add +15.8% | 30,809 | $1.6M |
| Invesco Ltd. | 0.00% | No change | 30,672 | $1.6M |
| Founders Financial Alliance, LLC | 0.38% | Add +5.3% | 30,669 | $1.6M |
| KPP Advisory Services LLC | 0.29% | Reduce -35.5% | 30,268 | $1.5M |
| Dagco, Inc. | 0.50% | Add +3.7% | 30,115 | $1.5M |
| Rehmann Capital Advisory Group | 0.10% | Add +6.8% | 29,989 | $1.5M |
| Riverpoint Wealth Management Holdings, LLC | 0.39% | Reduce -9.6% | 29,739 | $1.5M |
| New Century Financial Group, LLC | 1.76% | Reduce -3.6% | 29,735 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -57.6% | 29,722 | $1.5M |
| Apollon Financial, LLC | 0.36% | Add +4.2% | 29,417 | $1.5M |
| Elios Financial Group Inc. | 0.74% | Reduce -29.8% | 29,338 | $1.5M |
| CWA Asset Management Group, LLC | 0.07% | New | 29,329 | $1.5M |
| CAP Partners, LLC | 1.08% | Add +42.8% | 29,094 | $1.5M |
| &partners | 0.02% | Add +499.9% | 29,263 | $1.5M |
| Fiduciary Trust Co | 0.02% | No change | 28,759 | $1.5M |
| Wealth Management Resources, Inc. | 0.53% | Add +0.1% | 28,730 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.08% | Reduce -3.0% | 28,551 | $1.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.11% | Reduce -4.5% | 28,550 | $1.5M |
| Twin Focus Capital Partners, LLC | 0.23% | Add +23.1% | 28,444 | $1.5M |
| Iron Horse Wealth Management, LLC | 0.46% | Add +2.1% | 28,253 | $1.4M |
| Seven Mile Advisory | 0.95% | No change | 28,006 | $1.4M |
| Commonwealth Financial Services, LLC | 0.29% | Reduce -1.2% | 27,813 | $1.4M |
| Independent Advisor Alliance | 0.05% | Reduce -98.2% | 27,766 | $1.4M |
| Financial Network Wealth Advisors LLC | 1.86% | Add +4.9% | 27,671 | $1.4M |
| Redwood Financial Network Corp | 1.07% | Add +5.1% | 27,460 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.0% | 27,368 | $1.4M |
| Index Fund Advisors, Inc. | 0.09% | Reduce -13.6% | 27,358 | $1.4M |
| Flagship Private Wealth, LLC | 0.66% | Reduce -2.6% | 27,308 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.23% | New | 27,245 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +142547.4% | 27,103 | $1.4M |
| Liberty Square Wealth Partners LLC | 0.53% | No change | 27,000 | $1.4M |
| Redwood Investment Management, LLC | 0.15% | Reduce -94.7% | 26,951 | $1.4M |
| Matauro, LLC | 0.28% | Add +12.3% | 26,824 | $1.4M |
| Fidelis Capital Partners, LLC | 0.14% | Add +5.9% | 27,802 | $1.4M |
| GGM Financial LLC | 0.91% | Add +0.7% | 25,977 | $1.3M |
| Integrity Wealth Solutions LLC | 0.70% | Add +3.4% | 25,246 | $1.3M |
| REDW Wealth LLC | 0.47% | Add +0.0% | 24,705 | $1.3M |
| Strategic Financial Concepts, LLC | 0.23% | Reduce -2.0% | 24,373 | $1.2M |
| Capstone Wealth Management Group, LLC | 0.70% | Reduce -28.2% | 24,067 | $1.2M |
| Optivise Advisory Services LLC | 0.68% | Reduce -14.1% | 23,807 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -40.3% | 23,745 | $1.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.42% | Add +53.2% | 23,498 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -6.2% | 23,487 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +7.1% | 23,124 | $1.2M |
| Diversified Portfolios, Inc. | 0.12% | Reduce -10.8% | 23,062 | $1.2M |
| Rik Saylor Financial, Inc. | 1.03% | Add +1.6% | 22,963 | $1.2M |
| Ceera Investments, LLC | 0.40% | Add +388.6% | 22,720 | $1.2M |
| Howard Wealth Management, LLC | 0.65% | Reduce -0.1% | 22,711 | $1.2M |
| Ellevest, Inc. | 0.08% | Reduce -47.0% | 22,258 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Add +16.0% | 22,120 | $1.1M |
| Verdence Capital Advisors LLC | 0.09% | Reduce -1.9% | 22,110 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.4% | 22,056 | $1.1M |
| Towerpoint Wealth, LLC | 0.56% | Reduce -0.7% | 21,976 | $1.1M |
| Root Financial Partners, LLC | 0.12% | Add +9.2% | 21,970 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -56.7% | 21,806 | $1.1M |
| Lansing Street Advisors | 0.36% | Reduce -0.3% | 21,297 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -19.2% | 21,151 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +9.1% | 20,938 | $1.1M |
| Schrum Private Wealth Management LLC | 0.93% | Reduce -7.5% | 20,675 | $1.1M |
| Centerpoint Advisors, LLC | 0.39% | No change | 20,531 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Add +10.7% | 20,531 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.20% | Reduce -0.8% | 20,243 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 20,005 | $1.0M |
| Syon Capital LLC | 0.08% | New | 19,872 | $1.0M |
| Integrated Advisors Network LLC | 0.05% | Reduce -2.6% | 19,720 | $1.0M |
| Csenge Advisory Group | 0.06% | Add +161.1% | 20,825 | $990K |
| Argent Trust Co | 0.04% | Add +6.1% | 19,076 | $974K |
| Legacy Edge Advisors, LLC | 0.15% | Add +8.5% | 19,055 | $973K |
| White Pine Capital LLC | 0.34% | Add +9.8% | 18,957 | $968K |
| NorthCoast Asset Management LLC | 0.00% | New | 18,789 | $960K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -88.0% | 18,752 | $958K |
| Spring Capital Management, LLC | 0.52% | New | 18,490 | $944K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -3.5% | 18,367 | $938K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +137.8% | 18,281 | $934K |
| Regions Financial Corp. | 0.01% | Add +0.8% | 18,269 | $933K |
| Savvy Advisors, Inc. | 0.09% | Add +22.6% | 18,265 | $933K |
| Waldron Private Wealth LLC | 0.04% | No change | 17,922 | $915K |
| Cornerstone Wealth Group, LLC | 0.07% | Add +328.5% | 17,654 | $902K |
| Lowery Thomas, LLC | 0.62% | Reduce -13.4% | 17,647 | $901K |
| Garden State Investment Advisory Services LLC | 0.29% | Reduce -2.6% | 17,577 | $898K |
| Barnes Wealth Management Group, Inc | 0.57% | Reduce -8.6% | 17,348 | $886K |
| Baker Tilly Wealth Management, LLC | 0.35% | Reduce -3.5% | 17,345 | $886K |
| Fourth Dimension Wealth, LLC | 0.43% | Add +8.9% | 17,302 | $884K |
| Principal Securities, Inc. | 0.02% | No change | 17,215 | $880K |
| MKT Advisors LLC | 0.41% | Add +50.4% | 19,028 | $873K |
| Sowell Financial Services LLC | 0.04% | Reduce -17.0% | 16,892 | $863K |
| Maia Wealth LLC | 0.20% | Reduce -4.0% | 17,794 | $861K |
| M3 Advisory Group, LLC | 0.67% | Add +1.1% | 16,624 | $849K |
| WealthPLAN Partners, LLC | 0.12% | Add +28.3% | 16,547 | $845K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +0.1% | 16,533 | $844K |
| Emergent Wealth Advisors, LLC | 0.61% | Reduce -22.5% | 16,474 | $841K |
| CreativeOne Wealth, LLC | 0.03% | Add +134.9% | 16,349 | $835K |
| Drive Wealth Management, LLC | 0.20% | Reduce -7.0% | 16,263 | $831K |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -19.6% | 16,251 | $830K |
| Hurley Capital, LLC | 0.63% | No change | 16,190 | $827K |
| Sequent Asset Management, LLC | 0.46% | Reduce -17.8% | 16,097 | $822K |
| RKL Wealth Management LLC | 0.08% | Add +18.9% | 16,041 | $819K |
| Lowe Brockenbrough & Co. Inc. | 0.05% | Reduce -1.2% | 16,023 | $818K |
| Sequent Planning LLC | 0.29% | Add +2.9% | 16,018 | $818K |
| Headland Capital, LLC | 0.27% | Add +0.2% | 15,955 | $815K |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +1.8% | 15,860 | $810K |
| AIFG Consultants Ltd. | 1.32% | Reduce -2.7% | 15,725 | $803K |
| Ironwood Financial, llc | 0.17% | Add +1.9% | 15,597 | $797K |
| Colonial River Investments, LLC | 0.44% | Add +10.2% | 15,561 | $795K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -6.3% | 15,205 | $777K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.38% | Reduce -0.5% | 15,203 | $776K |
| Financial Insights, Inc. | 0.31% | Add +3.7% | 15,157 | $774K |
| Hickory Asset Management, Inc. | 0.69% | Add +0.8% | 15,123 | $772K |
| Tempus Wealth Planning, LLC | 0.23% | No change | 15,116 | $772K |
| Wealthstream Advisors, Inc. | 0.14% | Add +0.2% | 14,932 | $763K |
| Bogart Wealth, LLC | 0.04% | Reduce -0.1% | 14,785 | $755K |
| Advance Capital Management, Inc. | 0.04% | Add +0.0% | 14,785 | $755K |
| Awm Capital, LLC | 0.09% | Add +0.3% | 14,633 | $747K |
| PFG Investments, LLC | 0.05% | Reduce -0.2% | 14,620 | $747K |
| LeConte Wealth Management, LLC | 0.47% | — | 14,577 | $744K |
| Wallington Asset Management, LLC | 0.11% | Reduce -3.8% | 14,555 | $743K |
| Hirtle & Co., LLC | 0.03% | Reduce -1.7% | 14,516 | $741K |
| BCGM Wealth Management, LLC | 0.23% | Reduce -1.0% | 14,494 | $740K |
| Caldwell Trust Co | 0.08% | Add +4.6% | 14,187 | $725K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.7% | 14,180 | $724K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.3% | 14,117 | $721K |
| Kera Capital Partners, Inc. | 0.21% | Add +3.3% | 13,985 | $714K |
| Frazier Financial Advisors, LLC | 0.55% | Add +3.7% | 13,933 | $712K |
| Ground Swell Capital, LLC | 1.67% | New | 13,907 | $710K |
| Glass Jacobson Investment Advisors llc | 0.23% | No change | 13,732 | $702K |
| Advisor OS, LLC | 0.08% | Add +34.3% | 13,719 | $701K |
| Lantz Financial LLC | 0.19% | Add +0.2% | 13,659 | $698K |
| Alpha Zero LLC | 0.53% | No change | 13,610 | $695K |
| Swmg, LLC | 0.27% | Add +89.3% | 14,157 | $691K |
| Summit Trail Advisors, LLC | 0.02% | Reduce -16.1% | 13,514 | $690K |
| First National Bank of Omaha | 0.05% | No change | 13,456 | $687K |
| LBMC Investment Advisors, LLC | 0.05% | Add +0.3% | 13,412 | $685K |
| Coordinated Financial Services, Inc. | 0.53% | — | 13,286 | $679K |
| L.M. Kohn & Company | 0.18% | Reduce -40.5% | 13,262 | $677K |
| Fortune 45 LLC | 0.44% | Reduce -72.7% | 13,255 | $677K |
| MGB Wealth Management, LLC | 0.24% | Add +1.4% | 13,253 | $674K |
| Embree Financial Group | 0.11% | Add +0.3% | 13,108 | $669K |
| GM Advisory Group, LLC | 0.04% | No change | 13,106 | $669K |
| Castleview Partners, LLC | 0.45% | Reduce -38.6% | 13,083 | $668K |
| Composition Wealth, LLC | 0.01% | New | 13,034 | $666K |
| Fort Point Capital Partners LLC | 0.07% | Add +1.0% | 12,977 | $663K |
| ForthRight Wealth Management, LLC | 0.22% | Add +0.0% | 12,974 | $663K |
| Serenus Wealth Advisors, LLC | 0.11% | Add +0.1% | 12,939 | $661K |
| Permanens Capital L.P. | 0.12% | Reduce -25.3% | 12,784 | $653K |
| McDonald Partners LLC | 0.17% | Reduce -0.6% | 12,651 | $646K |
| 4WEALTH Advisors, Inc. | 0.71% | Reduce -7.5% | 12,600 | $643K |
| Kovack Advisors, Inc. | 0.07% | Add +3.3% | 12,417 | $634K |
| HF Advisory Group, LLC | 0.28% | Reduce -4.0% | 12,370 | $632K |
| Affinity Capital Advisors, LLC | 0.12% | New | 13,152 | $629K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -6.2% | 12,313 | $629K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.7% | 12,263 | $626K |
| Brown Advisory Inc. | 0.00% | Reduce -0.7% | 12,252 | $626K |
| Castlekeep Investment Advisors LLC | 0.32% | Add +4.4% | 12,240 | $625K |
| Warren Street Wealth Advisors, LLC | 0.24% | Reduce -0.8% | 12,100 | $618K |
| Prospect Financial Services LLC | 0.34% | Add +46.0% | 12,093 | $618K |
| 626 Financial, LLC | 0.32% | No change | 12,026 | $614K |
| Patriot Financial Group Insurance Agency, LLC | 0.08% | Add +1.9% | 11,965 | $611K |
| Investments & Financial Planning, LLC | 0.40% | Add +6.5% | 11,956 | $611K |
| Beacon Financial Group | 0.07% | No change | 11,793 | $602K |
| Diversified Enterprises, LLC | 0.05% | Add +4.1% | 11,770 | $601K |
| Copley Financial Group, Inc. | 0.45% | Add +6.8% | 11,451 | $585K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.4% | 11,396 | $582K |
| First Trust Advisors LP | 0.00% | Reduce -10.4% | 11,352 | $580K |
| Vestia Personal Wealth Advisors | 0.46% | Reduce -6.6% | 11,329 | $579K |
| Centaurus Financial, Inc. | 0.04% | Reduce -17.3% | 11,326 | $578K |
| Capital Investment Advisors, LLC | 0.01% | Add +105.0% | 11,268 | $575K |
| Northern Capital Management, Inc. | 0.37% | New | 11,248 | $574K |
| Cowa, LLC | 0.24% | No change | 11,200 | $572K |
| Empirical Asset Management, LLC | 0.19% | Add +16.8% | 11,161 | $570K |
| Wallace Advisory Group, LLC | 0.39% | Reduce -12.8% | 11,124 | $569K |
| Lanark Financial, Inc. | 0.05% | — | 11,136 | $568K |
| Altfest L J & Co. Inc. | 0.07% | Add +0.4% | 11,038 | $564K |
| Herold Advisors, Inc. | 0.12% | Add +44.9% | 10,945 | $559K |
| Twin Capital Management Inc. | 0.07% | Add +0.2% | 10,929 | $558K |
| PMG Wealth Management, Inc. | 0.59% | Add +0.1% | 10,867 | $555K |
| HUB Investment Partners, LLC | 0.02% | Add +1.9% | 10,810 | $552K |
| Community Bank, N.A. | 0.07% | Reduce -1.3% | 10,806 | $552K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $540K |
| Victory Financial Group, LLC | 0.10% | Add +3.0% | 10,554 | $539K |
| Sei Investments Co. | 0.00% | Add +16.8% | 10,543 | $538K |
| Detalus Advisors, LLC | 0.17% | Reduce -11.4% | 10,539 | $538K |
| Fortis Group Advisors, LLC | 0.10% | Add +5.8% | 10,512 | $537K |
| Jackson Creek Investment Advisors LLC | 0.17% | Add +2.7% | 10,430 | $533K |
| HBW Advisory Services LLC | 0.08% | Add +17.2% | 10,423 | $532K |
| Consolidated Portfolio Review Corp | 0.08% | Add +2.8% | 10,376 | $530K |
| Strategic Blueprint, LLC | 0.03% | Add +12.9% | 10,134 | $518K |
| Crescent Sterling, Ltd. | 0.53% | Reduce -1.0% | 10,112 | $516K |
| Caprock Group, LLC | 0.02% | Add +75.8% | 9,993 | $510K |
| HRT Financial LP | 0.00% | New | 9,721 | $496K |
| Arbor Wealth Advisors LLC | 0.44% | No change | 9,650 | $493K |
| Carnegie Investment Counsel | 0.01% | No change | 10,739 | $493K |
| Two Sigma Investments, LP | 0.00% | Reduce -90.3% | 9,600 | $490K |
| Innovative Wealth Building LLC | 0.45% | Reduce -25.8% | 9,569 | $489K |
| Frisch Financial Group, Inc. | 0.14% | Reduce -5.5% | 9,480 | $484K |
| Tilson Financial Group, Inc. | 0.19% | Reduce -2.5% | 9,383 | $479K |
| Darrow Company, Inc. | 0.27% | Add +0.2% | 9,438 | $478K |
| Everhart Financial Group, Inc. | 0.06% | New | 9,243 | $472K |
| LGT Financial Advisors LLC | 1.42% | Add +48.4% | 9,110 | $465K |
| Fortitude Financial, LLC | 0.44% | No change | 9,110 | $465K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -3.1% | 9,096 | $464K |
| Investment Partners, LTD. | 0.19% | No change | 9,002 | $460K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 8,899 | $454K |
| Sage Mountain Advisors LLC | 0.03% | No change | 8,853 | $452K |
| MBL Wealth, LLC | 0.05% | No change | 8,840 | $451K |
| Drucker Wealth 3.0, LLC | 0.10% | Add +54.0% | 8,810 | $450K |
| Fisher Asset Management | 0.00% | Reduce -59.3% | 8,775 | $448K |
| Trueblood Wealth Management, LLC | 0.21% | Reduce -0.4% | 8,716 | $445K |
| Somerset Trust Co | 0.16% | Add +2.3% | 8,708 | $445K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +1.0% | 8,640 | $441K |
| Oarsman Capital, Inc. | 0.08% | Reduce -0.3% | 8,597 | $439K |
| Kraematon Investment Advisors, Inc. | 0.45% | Reduce -3.5% | 8,569 | $438K |
| Rossby Financial, LCC | 0.19% | New | 8,929 | $436K |
| Trustmark Bank Trust Department | 0.03% | No change | 8,487 | $433K |
| Bluesphere Advisors LLC | 0.25% | No change | 8,461 | $432K |
| Bremer Bank National Association | 0.08% | Add +1.3% | 8,456 | $432K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -17.0% | 8,406 | $429K |
| Alteri Wealth LLC | 0.19% | Add +47.4% | 8,348 | $426K |
| Portland Financial Advisors Inc | 1.08% | No change | 8,290 | $423K |
| DGS Capital Management, LLC | 0.11% | Reduce -1.7% | 8,258 | $422K |
| Ballast, Inc. | 0.12% | Add +3.2% | 8,256 | $422K |
| Compass Financial Services Inc | 0.22% | Add +11.1% | 8,231 | $420K |
| Dynamic Financial Group | 0.42% | Add +22.4% | 8,207 | $419K |
| Acorn Wealth Advisors, LLC | 0.17% | No change | 8,201 | $419K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 8,184 | $418K |
| BridgePort Financial Solutions, LLC | 0.19% | Add +0.3% | 8,082 | $413K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,054 | $411K |
| Rossmore Private Capital | 0.05% | No change | 8,043 | $411K |
| Clarity Capital Advisors, LLC | 0.27% | No change | 8,021 | $410K |
| Lynx Investment Advisory | 0.27% | Add +0.3% | 7,884 | $403K |
| Prairieview Wealth Partners, LLC | 0.49% | Add +7.0% | 7,879 | $402K |
| FineMark National Bank & Trust | 0.01% | Add +97.9% | 7,852 | $401K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -91.4% | 7,812 | $399K |
| Narus Financial Partners, LLC | 0.14% | Add +4.8% | 7,803 | $398K |
| MCF Advisors LLC | 0.03% | No change | 7,767 | $397K |
| Regal Investment Advisors LLC | 0.03% | Reduce -6.6% | 7,759 | $396K |
| ORG Partners LLC | 0.10% | Add +40694.7% | 7,751 | $396K |
| Aviso Wealth Management | 0.21% | Reduce -1.3% | 7,721 | $394K |
| Safeguard Financial, LLC | 0.09% | Reduce -1.8% | 7,719 | $394K |
| Jane Street Group, LLC | 0.00% | Reduce -91.7% | 7,700 | $393K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 7,650 | $391K |
| WNY Asset Management, LLC | 0.05% | Reduce -6.0% | 7,631 | $390K |
| GDS Wealth Management | 0.03% | New | 7,613 | $389K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 7,585 | $387K |
| Flow Traders U.S. LLC | 0.02% | New | 7,561 | $386K |
| Aptus Capital Advisors, LLC | 0.00% | Add +31.9% | 7,469 | $381K |
| Empower Advisory Group, LLC | 0.00% | Reduce -9.6% | 7,432 | $380K |
| Cascade Investment Advisors, Inc. | 0.26% | Reduce -1.1% | 7,400 | $378K |
| Bill Few Associates, Inc. | 0.13% | Reduce -0.0% | 7,382 | $377K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $376K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -5.2% | 7,353 | $376K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -0.4% | 7,137 | $364K |
| Retirement Planning Co of New England, Inc. | 0.18% | Add +0.1% | 7,132 | $364K |
| SCS Capital Management LLC | 0.00% | New | 7,131 | $364K |
| Keebeck Wealth Management | 0.05% | No change | 7,116 | $363K |
| Eldridge Investment Advisors, Inc. | 0.08% | Reduce -75.7% | 7,103 | $363K |
| Mather Group, Llc. | 0.00% | Reduce -19.5% | 7,101 | $363K |
| Iowa State Bank | 0.08% | No change | 7,100 | $363K |
| McMill Wealth Management | 0.13% | No change | 7,054 | $360K |
| Truepoint, Inc. | 0.01% | Reduce -9.4% | 7,030 | $359K |
| Mayfair Advisory Group, LLC | 0.21% | No change | 7,018 | $358K |
| Vanguard Group Inc. | 0.00% | Add +20.7% | 7,002 | $358K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +2.8% | 6,952 | $355K |
| Mustard Seed Financial, LLC | 0.29% | Add +0.5% | 6,948 | $355K |
| Grandview Asset Management LLC | 0.13% | Add +2.7% | 6,819 | $348K |
| Greystone Financial Group, LLC | 0.06% | Add +0.3% | 6,790 | $347K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 6,753 | $345K |
| Richard W. Paul & Associates, LLC | 0.14% | Reduce -3.5% | 6,743 | $344K |
| Edgestream Partners, L.P. | 0.01% | New | 6,726 | $343K |
| Twelve Points Wealth Management LLC | 0.09% | Reduce -1.1% | 6,685 | $341K |
| KM Capital Management Ltd. | 0.18% | Add +30.3% | 6,605 | $337K |
| Realta Investment Advisors | 0.15% | Add +29.9% | 6,590 | $337K |
| Compound Planning, Inc. | 0.02% | Reduce -1.0% | 6,573 | $336K |
| Mission Creek Capital Partners, Inc. | 0.08% | Add +14.3% | 6,567 | $335K |
| Continuum Advisory, LLC | 0.04% | Add +10.1% | 6,563 | $335K |
| Mullaney, Keating & Wright, Inc. | 0.22% | Add +0.3% | 6,533 | $334K |
| Mascagni Wealth Management, Inc. | 0.33% | No change | 6,533 | $334K |
| Wolf Group Capital Advisors | 0.11% | Reduce -31.1% | 6,525 | $333K |
| Brio Consultants, LLC | 0.05% | Add +32.9% | 6,525 | $333K |
| Vawter Financial, Ltd. | 0.19% | Reduce -1.4% | 6,511 | $333K |
| Choreo, LLC | 0.01% | Add +0.9% | 6,466 | $330K |
| Kestra Investment Management, LLC | 0.01% | Add +4.7% | 6,440 | $329K |
| Clearstead Advisors, LLC | 0.01% | Add +1.2% | 6,436 | $329K |
| Ballentine Partners, LLC | 0.01% | No change | 6,354 | $324K |
| Florida Trust Wealth Management Co | 0.01% | Add +39.5% | 6,341 | $324K |
| Old Second National Bank of Aurora | 0.08% | Reduce -3.9% | 6,308 | $322K |
| Claro Advisors Inc. | 0.04% | New | 6,299 | $322K |
| Hengehold Capital Management LLC | 0.03% | Reduce -48.3% | 6,255 | $319K |
| LCNB Corp. | 0.12% | Add +25.0% | 6,250 | $319K |
| GeoWealth Management, LLC | 0.01% | Reduce -95.7% | 6,235 | $318K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +20.3% | 6,218 | $318K |
| Cape Investment Advisory, Inc. | 0.13% | Reduce -11.9% | 6,145 | $314K |
| Berkeley, Inc | 0.15% | No change | 6,104 | $312K |
| Catalyst Financial Partners LLC | 0.06% | New | 6,092 | $311K |
| Roehl & Yi Investment Advisors, LLC | 0.17% | No change | 6,060 | $309K |
| Ieq Capital, LLC | 0.00% | New | 5,995 | $306K |
| Focused Wealth Management, Inc | 0.04% | Reduce -5.8% | 5,987 | $306K |
| Fiduciary Group, LLC | 0.03% | Reduce -17.9% | 5,962 | $304K |
| Sax Wealth Advisors, LLC | 0.02% | Add +1.1% | 5,934 | $303K |
| Essex Bank | 0.07% | Reduce -0.9% | 5,913 | $302K |
| Smallwood Wealth Investment Management, LLC | 0.19% | No change | 5,895 | $301K |
| Pinion Investment Advisors, LLC | 0.07% | Reduce -0.6% | 5,880 | $300K |
| GoalVest Advisory LLC | 0.08% | Reduce -1.0% | 5,860 | $299K |
| Heritage Family Offices, LLP | 0.15% | No change | 5,820 | $297K |
| First Community Trust NA | 0.26% | No change | 5,804 | $296K |
| Wilkins Miller Wealth Management, LLC | 0.22% | Add +39.0% | 5,792 | $296K |
| Reyes Financial Architecture, Inc. | 0.22% | No change | 5,747 | $293K |
| Mma Asset Management LLC | 0.12% | Reduce -1.1% | 5,734 | $293K |
| AlphaCore Capital LLC | 0.02% | New | 5,731 | $293K |
| Sharper & Granite LLC | 0.12% | Reduce -0.9% | 5,683 | $290K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -3.7% | 5,680 | $290K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.2% | 5,657 | $289K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,622 | $287K |
| SFG Wealth Management, LLC. | 0.14% | Reduce -0.4% | 5,621 | $287K |
| Chris Bulman Inc | 0.18% | Reduce -2.2% | 5,577 | $285K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -34.5% | 5,563 | $284K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -2.0% | 5,558 | $284K |
| Interchange Capital Partners, LLC | 0.08% | No change | 5,501 | $281K |
| Wise Wealth Partners | 0.67% | Reduce -0.3% | 5,476 | $280K |
| Accel Wealth Management | 0.10% | Reduce -17.7% | 5,475 | $280K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -8.4% | 5,382 | $275K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.7% | 5,368 | $274K |
| Sterling Investment Counsel, LLC | 0.09% | New | 5,354 | $273K |
| DAVENPORT & Co LLC | 0.00% | Add +0.7% | 5,317 | $272K |
| Stack Financial Management, Inc | 0.02% | Reduce -6.1% | 5,300 | $271K |
| Tidemark, LLC | 0.10% | Add +0.1% | 5,277 | $270K |
| Concord Wealth Partners | 0.04% | Reduce -7.4% | 5,257 | $268K |
| ETF Store, Inc. | 0.33% | Add +2.7% | 5,257 | $268K |
| Cascade Financial Partners, LLC | 0.03% | New | 5,228 | $267K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 5,211 | $266K |
| Erickson Financial Group, LLC | 0.20% | No change | 5,182 | $265K |
| Rockwood Wealth Management, LLC | 0.03% | Add +18.8% | 5,171 | $264K |
| Tranquility Partners, LLC | 0.10% | Reduce -5.5% | 5,168 | $264K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 5,159 | $263K |
| Capital Square, LLC | 0.15% | Add +10.8% | 5,158 | $263K |
| Integrated Capital Management, Inc. | 0.21% | Add +3.5% | 5,156 | $263K |
| Signaturefd, LLC | 0.01% | Reduce -16.2% | 5,155 | $263K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -8.4% | 5,154 | $263K |
| Cambridge Advisors Inc. | 0.06% | No change | 5,130 | $262K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 5,121 | $262K |
| Byrne Financial Freedom, LLC | 0.15% | Reduce -3.8% | 5,100 | $260K |
| Keybank National Association | 0.00% | Reduce -6.2% | 5,082 | $260K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -13.5% | 5,491 | $259K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | No change | 5,021 | $256K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +3.7% | 4,983 | $254K |
| Chicago Wealth Management, Inc. | 0.13% | No change | 4,949 | $253K |
| Ariadne Wealth Management, LP | 0.13% | No change | 5,029 | $250K |
| Leo Wealth, LLC | 0.04% | Reduce -36.0% | 4,855 | $248K |
| Norris Perne & French LLP | 0.02% | Add +9.1% | 4,854 | $248K |
| STAR Financial Bank | 0.18% | No change | 4,832 | $247K |
| Texas Yale Capital Corp. | 0.01% | Add +19.9% | 4,825 | $246K |
| Stiles Financial Services Inc | 0.09% | Add +0.8% | 4,812 | $246K |
| SMART Wealth LLC | 0.09% | Add +5.8% | 4,795 | $245K |
| Cibc World Market Inc. | 0.00% | Add +5.5% | 4,757 | $243K |
| Triad Wealth Partners, LLC | 0.08% | New | 4,734 | $242K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $240K |
| Valued Retirements, Inc. | 0.31% | No change | 4,631 | $237K |
| JFS Wealth Advisors, LLC | 0.02% | Add +64.7% | 4,620 | $236K |
| Goldstein Advisors, LLC | 0.03% | No change | 4,568 | $233K |
| Principle Wealth Partners LLC | 0.02% | Reduce -2.5% | 4,534 | $232K |
| Grantvest Financial Group LLC | 0.19% | New | 4,507 | $230K |
| Costello Asset Management, INC | 0.09% | Add +0.0% | 4,505 | $230K |
| Atlas Private Wealth Advisors | 0.03% | Reduce -7.4% | 4,501 | $230K |
| Apella Capital, LLC | 0.01% | Reduce -70.1% | 4,658 | $226K |
| Northwest Capital Management Inc | 0.09% | Add +0.9% | 4,382 | $224K |
| Trifecta Capital Advisors, LLC | 0.05% | No change | 4,365 | $223K |
| Valley National Advisers Inc. | 0.04% | No change | 4,352 | $222K |
| Insigneo Advisory Services, LLC | 0.02% | Add +1.4% | 4,331 | $221K |
| LexAurum Advisors, LLC | 0.04% | Add +4.5% | 4,328 | $221K |
| Walkner Condon Financial Advisors LLC | 0.04% | Add +4.9% | 4,316 | $220K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 4,276 | $218K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $218K |
| Marshall Investment Management, LLC | 0.14% | Reduce -97.3% | 4,263 | $218K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -1.7% | 4,244 | $217K |
| Choate Investment Advisors | 0.01% | No change | 4,219 | $215K |
| Forza Wealth Management, LLC | 0.10% | No change | 4,165 | $213K |
| ZEGA Investments, LLC | 0.06% | Reduce -1.1% | 4,094 | $209K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 4,094 | $209K |
| Second Line Capital, LLC | 0.05% | New | 4,079 | $208K |
| Veracity Capital LLC | 0.08% | Reduce -3.0% | 4,076 | $208K |
| Atwood & Palmer Inc. | 0.01% | No change | 4,071 | $208K |
| Vista Investment Management | 0.08% | Reduce -1.4% | 4,035 | $206K |
| Winch Advisory Services, LLC | 0.05% | Reduce -12.9% | 4,028 | $206K |
| Hopwood Financial Services, Inc. | 0.16% | No change | 4,021 | $205K |
| Delta Capital Management LLC | 0.12% | No change | 4,000 | $204K |
| Tucker Asset Management LLC | 0.06% | No change | 3,923 | $200K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $196K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $195K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | Reduce -1.5% | 3,693 | $189K |
| Rothschild Investment LLC | 0.01% | No change | 3,546 | $181K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $176K |
| LRI Investments, LLC | 0.02% | New | 3,383 | $173K |
| Topsail Wealth Management, LLC | 0.03% | Add +10.1% | 3,275 | $167K |
| Howe & Rusling Inc. | 0.01% | Reduce -26.5% | 3,242 | $166K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,228 | $165K |
| PrairieView Partners, LLC | 0.02% | Reduce -13.1% | 3,131 | $159K |
| Ameriflex Group, Inc. | 0.06% | Add +162.3% | 3,108 | $159K |
| Smartleaf Asset Management LLC | 0.02% | Add +582.6% | 3,133 | $159K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -13.1% | 3,034 | $155K |
| Ancora Advisors LLC | 0.00% | Reduce -13.4% | 3,021 | $154K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 3,026 | $153K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -18.0% | 2,939 | $150K |
| Darwin Wealth Management, LLC | 0.05% | No change | 2,877 | $147K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,879 | $147K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $142K |
| von Borstel & Associates, Inc. | 0.04% | New | 2,769 | $141K |
| Bokf, NA | 0.00% | New | 2,710 | $138K |
| Operose Advisors LLC | 0.05% | Reduce -5.3% | 2,675 | $137K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -2.5% | 2,471 | $126K |
| Clear Investment Research, LLC | 0.16% | Add +0.3% | 2,364 | $121K |
| National Bank of Canada | 0.00% | Add +55.9% | 2,351 | $120K |
| Noble Wealth Management PBC | 0.08% | Reduce -4.7% | 2,330 | $119K |
| Murphy & Mullick Capital Management Corp | 0.11% | No change | 2,303 | $118K |
| Urban Financial Advisory Corp | 0.06% | Add +11.0% | 2,248 | $115K |
| Heritage Wealth Advisors | 0.01% | No change | 2,200 | $112K |
| Bare Financial Services, Inc | 0.04% | No change | 2,000 | $102K |
| Trust Co. of Vermont | 0.00% | Reduce -6.6% | 1,912 | $98K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,917 | $97K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 1,627 | $83K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 1,625 | $83K |
| POM Investment Strategies, LLC | 0.10% | New | 1,620 | $83K |
| Main Street Group, LTD | 0.04% | Reduce -18.1% | 1,620 | $83K |
| CENTRAL TRUST Co | 0.00% | Add +746.5% | 1,583 | $81K |
| Pinney & Scofield, Inc. | 0.06% | No change | 1,514 | $77K |
| MJT & Associates Financial Advisory Group, Inc. | 0.07% | — | 1,506 | $77K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $75K |
| Arax Advisory Partners | 0.00% | Add +1201.8% | 1,432 | $73K |
| Abound Wealth Management | 0.02% | No change | 1,408 | $72K |
| Creekmur Asset Management LLC | 0.01% | Add +1545.8% | 1,366 | $70K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 1,322 | $68K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -44.4% | 1,279 | $65K |
| Blue Trust, Inc. | 0.00% | No change | 1,278 | $65K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -3.1% | 1,350 | $65K |
| Family Manage LLC | 0.01% | No change | 1,266 | $65K |
| Asset Dedication, LLC | 0.01% | No change | 1,212 | $62K |
| Russell Investments Group, Ltd. | 0.00% | Add +475.2% | 1,208 | $62K |
| Optimum Investment Advisors | 0.03% | No change | 1,200 | $61K |
| NBT Bank, N.A. | 0.00% | Reduce -59.2% | 1,169 | $60K |
| First Financial Corp. | 0.03% | No change | 1,157 | $59K |
| Ballast Advisors LLC | 0.02% | Reduce -33.2% | 1,146 | $59K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,095 | $56K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 1,079 | $55K |
| NFSG Corp | 0.01% | Reduce -16.8% | 1,067 | $54K |
| Westside Investment Management, Inc. | 0.01% | Reduce -5.3% | 1,044 | $53K |
| Transce3nd, LLC | 0.02% | No change | 1,013 | $52K |
| Archer Investment Corp | 0.01% | No change | 1,000 | $51K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $51K |
| Global Wealth Strategies & Associates | 0.02% | New | 995 | $51K |
| Phillips Financial Management, LLC | 0.00% | No change | 974 | $50K |
| Beacon Capital Management, LLC | 0.01% | Add +7466.7% | 908 | $46K |
| Steph & Co. | 0.02% | No change | 885 | $45K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -7.2% | 802 | $41K |
| Parkside Financial Bank & Trust | 0.00% | Add +166.6% | 749 | $38K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $38K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 697 | $36K |
| Lindbrook Capital, LLC | 0.00% | No change | 695 | $35K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 694 | $35K |
| Legacy Wealth Managment, LLC | 0.03% | No change | 688 | $35K |
| Sandy Spring Bank | 0.00% | Add +0.3% | 681 | $35K |
| Garde Capital, Inc. | 0.00% | New | 655 | $33K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.2% | 628 | $32K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.2% | 626 | $32K |
| Flaharty Asset Management, LLC | 0.00% | New | 617 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -30.6% | 605 | $31K |
| Park Place Capital Corp | 0.01% | No change | 597 | $30K |
| Barclays PLC | 0.00% | New | 580 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | New | 578 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -41.1% | 572 | $29K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $29K |
| Headlands Technologies LLC | 0.00% | New | 562 | $29K |
| Pineridge Advisors LLC | 0.01% | Add +0.2% | 553 | $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% | No change | 495 | $25K |
| Olistico Wealth, LLC | 0.02% | No change | 492 | $25K |
| Elite Financial, Inc. | 0.01% | New | 500 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 480 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +173.2% | 459 | $23K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -67.7% | 430 | $22K |
| Hartford Financial Management Inc. | 0.00% | No change | 420 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 404 | $21K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $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% | No change | 305 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 301 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 275 | $14K |
| Crewe Advisors LLC | 0.00% | Reduce -72.3% | 268 | $14K |
| Accredited Wealth Management, LLC | 0.01% | Add +0.4% | 262 | $13K |
| American National Bank & Trust | 0.00% | No change | 260 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 259 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 254 | $13K |
| Brooklyn Investment Group | 0.00% | New | 247 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -32.2% | 238 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -8.8% | 207 | $11K |
| WPG Advisers, LLC | 0.01% | Add +0.5% | 206 | $11K |
| Hughes Financial Services, LLC | 0.00% | New | 198 | $10K |
| McClarren Financial Advisors, Inc. | 0.01% | Reduce -74.5% | 51 | $10K |
| Avion Wealth | 0.00% | No change | 208 | $10K |
| Deutsche Bank AG | 0.00% | Reduce -73.1% | 195 | $10K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 181 | $9K |
| Park Square Financial Group, LLC | 0.01% | Add +43.6% | 181 | $9K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -54.1% | 174 | $9K |
| Raleigh Capital Management Inc. | 0.00% | No change | 166 | $8K |
| CNB Bank | 0.00% | Reduce -20.2% | 154 | $8K |
| Curio Wealth, LLC | 0.00% | Reduce -99.3% | 1 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +138.3% | 143 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 135 | $7K |
| Eastern Bank | 0.00% | No change | 120 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 95 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 86 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 84 | $4K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 80 | $4K |
| SJS Investment Consulting Inc. | 0.00% | No change | 76 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +1.6% | 63 | $3K |
| Stone House Investment Management, LLC | 0.00% | New | 60 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.5% | 53 | $3K |
| Longview Financial Advisors LLC | 0.00% | No change | 50 | $3K |
| Spurstone Advisory Services, LLC | 0.04% | New | 40 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | New | 39 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -34.5% | 36 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 35 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 34 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 31 | $2K |
| Breakwater Investment Management | 0.00% | No change | 26 | $1K |
| Bfsg, LLC | 0.00% | Reduce -47.5% | 21 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -73.3% | 16 | $818 |
| Salem Investment Counselors Inc. | 0.00% | Reduce -98.2% | 13 | $664 |
| Tompkins Financial Corp. | 0.00% | Reduce -15.4% | 11 | $562 |
| Founders Capital Management | 0.00% | No change | 4 | $215 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $158 |
| Parallel Advisors, LLC | 0.00% | No change | 1 | $51 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.4% | 1 | $51 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 1 | $46 |
"% 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.