SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q1 2026 (March 31)1,185holders +23
76new positions
55sold out
4famous investors
$56.59avg. 13F price*
At the end of Q1 2026, 1,185 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 23 from Q4 2025. 76 opened new positions and 55 sold out. The largest holders were Financial Engines Advisors L.L.C. ($4.6B), LPL Financial LLC ($2.9B) and Goldman Sachs Group Inc. ($1.3B). 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 SERIES TRUST (Q1 2026)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $97.4M |
| Exits | 55 | $80.7M |
All 13F filers, Q4 2025 → Q1 2026: 25,006,414 shares bought and 31,668,459 shares sold, net −6,662,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,185 holders
| Financial Engines Advisors L.L.C. | 9.35% | Reduce -0.5% | 81,414,415 | $4.6B |
| LPL Financial LLC | 0.77% | Add +2.8% | 51,485,691 | $2.9B |
| Goldman Sachs Group Inc. | 0.17% | Add +1.4% | 22,832,655 | $1.3B |
| Allworth Financial LP | 4.55% | Add +0.4% | 19,767,082 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -52.5% | 9,374,470 | $530.4M |
| Valmark Advisers, Inc. | 6.05% | Add +2.9% | 8,996,058 | $509.0M |
| Ameriprise Financial Inc. | 0.10% | Reduce -12.0% | 7,303,187 | $414.3M |
| Bank of America Corp. | 0.03% | Reduce -5.6% | 7,235,309 | $409.4M |
| JPMorgan Chase & Co. | 0.03% | Add +1.6% | 6,904,567 | $384.2M |
| Raymond James Financial Inc. | 0.11% | Add +6.7% | 6,407,751 | $362.6M |
| UBS Group AG | 0.06% | Reduce -5.2% | 6,155,621 | $348.3M |
| Willis Johnson & Associates, Inc. | 20.02% | Add +4.6% | 6,067,330 | $343.3M |
| Horizon Investments, LLC | 3.38% | Add +37.8% | 5,332,176 | $301.7M |
| Advisory Alpha, LLC | 7.65% | Reduce -12.3% | 4,945,272 | $279.8M |
| Equitable Holdings, Inc. | 1.79% | Reduce -5.2% | 4,898,740 | $278.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +16.1% | 4,802,123 | $271.7M |
| NorthRock Partners, LLC | 4.19% | Add +3.8% | 4,586,305 | $259.5M |
| Vantagepoint Investment Advisers LLC | 2.07% | Reduce -3.0% | 4,327,273 | $244.8M |
| Royal Bank of Canada | 0.05% | Reduce -28.4% | 4,298,247 | $243.2M |
| Connecticut Wealth Management, LLC | 10.18% | Add +17.5% | 4,294,646 | $243.0M |
| Cetera Investment Advisers | 0.25% | Add +5.8% | 4,205,952 | $238.0M |
| Cwm, LLC | 0.62% | Add +1.9% | 4,161,823 | $235.5M |
| Dynasty Wealth Management, LLC | 1.96% | Add +9.7% | 3,971,984 | $224.7M |
| Quotient Wealth Partners, LLC | 5.72% | Add +7.7% | 3,840,648 | $217.3M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.81% | — | 3,714,629 | $210.2M |
| Cerity Partners LLC | 0.29% | Add +0.9% | 3,601,934 | $203.8M |
| AE Wealth Management LLC | 1.10% | Add +2.5% | 3,586,411 | $202.9M |
| HighTower Advisors, LLC | 0.19% | Add +21.3% | 3,080,319 | $174.3M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -39.2% | 2,819,788 | $159.9M |
| Independent Advisor Alliance | 1.69% | Add +5108.4% | 2,780,187 | $157.3M |
| Private Advisor Group, LLC | 0.73% | Reduce -2.4% | 2,764,634 | $156.4M |
| Diversify Wealth Management, LLC | 2.77% | Add +48.7% | 2,618,389 | $154.9M |
| Octavia Wealth Advisors, LLC | 14.73% | Add +18.9% | 2,722,619 | $154.0M |
| Osaic Holdings, Inc. | 0.23% | Reduce -13.1% | 2,721,924 | $154.0M |
| Stifel Financial Corp. | 0.14% | Add +30.1% | 2,662,837 | $150.7M |
| Gerber Kawasaki Wealth & Investment Management | 4.60% | Add +5.9% | 2,552,495 | $144.5M |
| Lutz Financial Services LLC | 9.26% | Add +2.0% | 2,434,676 | $137.8M |
| Betterment LLC | 0.24% | Reduce -3.6% | 2,247,354 | $127.2M |
| Angeles Wealth Management, LLC | 6.77% | Add +6.0% | 2,198,037 | $124.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.9% | 2,157,934 | $122.1M |
| Wells Fargo & Company | 0.02% | Add +2.2% | 2,154,706 | $121.9M |
| Mariner, LLC | 0.14% | Reduce -0.7% | 2,094,975 | $118.5M |
| Benjamin Edwards Inc. | 1.11% | Add +30.0% | 1,981,597 | $112.1M |
| AlphaStar Capital Management, LLC | 8.15% | Reduce -15.8% | 1,953,318 | $110.5M |
| Old National Bancorp | 1.84% | Add +16.9% | 1,942,042 | $109.9M |
| First National Trust Co | 3.67% | Reduce -3.2% | 1,904,362 | $107.7M |
| Nicolet Bankshares Inc. | 3.94% | Add +166.7% | 1,885,561 | $106.8M |
| Magnus Financial Group LLC | 8.50% | Add +4.0% | 1,837,787 | $104.0M |
| Bell Bank | 4.21% | Add +10.9% | 1,753,318 | $99.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.0% | 1,684,483 | $95.3M |
| IHT Wealth Management, LLC | 2.17% | Add +12.7% | 1,646,902 | $93.2M |
| KWB Wealth | 9.15% | Reduce -7.1% | 1,627,559 | $92.5M |
| Convergence Financial, LLC | 9.64% | Add +126.4% | 1,601,814 | $90.9M |
| Simon Quick Advisors, LLC | 3.96% | Add +0.2% | 1,529,979 | $86.6M |
| Founders Financial Securities LLC | 4.76% | Add +5.1% | 1,450,889 | $84.4M |
| Integrated Wealth Concepts LLC | 0.67% | Add +21.5% | 1,482,888 | $83.9M |
| Jones Financial Companies LLLP | 0.04% | Add +53.8% | 1,477,537 | $82.1M |
| Flagship Harbor Advisors, LLC | 3.24% | Add +2.8% | 1,301,850 | $73.7M |
| Exchange Traded Concepts, LLC | 0.57% | Add +3.1% | 1,299,997 | $73.6M |
| MML Investors Services, LLC | 0.19% | Add +16.1% | 1,203,318 | $68.1M |
| CoreCap Advisors, LLC | 2.30% | Add +10.2% | 1,195,478 | $67.6M |
| Klingman & Associates, LLC | 3.22% | Reduce -1.8% | 1,173,507 | $66.4M |
| Dakota Wealth Management | 1.40% | Add +66.4% | 1,145,536 | $64.8M |
| Flputnam Investment Management Co. | 0.93% | Reduce -1.6% | 1,101,717 | $62.3M |
| Compton Financial Group, LLC | 13.58% | Reduce -24.3% | 1,086,214 | $61.5M |
| 71 West Capital Partners | 2.69% | Add +2.9% | 1,079,182 | $61.1M |
| FMR LLC | 0.00% | Add +1.5% | 1,048,809 | $59.3M |
| Corient Private Wealth LP | 0.08% | Add +0.8% | 1,033,446 | $57.3M |
| N.E.W. Advisory Services LLC | 4.18% | Reduce -35.1% | 988,476 | $55.9M |
| Summit Financial, LLC | 0.70% | Add +139.3% | 965,471 | $54.6M |
| Whitcomb & Hess, Inc. | 12.72% | Add +2.3% | 963,988 | $54.5M |
| Facet Wealth, Inc. | 0.86% | Add +4.7% | 881,334 | $49.9M |
| CGN Advisors LLC | 3.93% | Reduce -0.6% | 879,172 | $49.7M |
| Nottingham Advisors, Inc. | 6.33% | Add +7.2% | 868,602 | $49.1M |
| Waverly Advisors, LLC | 0.36% | Add +5.2% | 845,713 | $47.9M |
| Perennial Investment Advisors, LLC | 3.80% | Reduce -1.2% | 841,900 | $47.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 21.07% | Reduce -0.9% | 820,882 | $46.4M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -10.2% | 812,663 | $46.0M |
| Balanced Wealth Group LLC | 16.40% | Add +2.6% | 811,411 | $45.8M |
| Confluence Investment Management LLC | 0.69% | Add +30.9% | 790,404 | $44.7M |
| Courier Capital LLC | 2.48% | Add +8.2% | 784,446 | $44.4M |
| Arrow Financial Corp | 4.45% | Reduce -0.2% | 781,325 | $44.2M |
| Tsfg, LLC | 6.70% | Add +16.7% | 779,970 | $44.1M |
| Tennessee Valley Asset Management Partners | 5.61% | Add +2.0% | 750,134 | $42.4M |
| Moneco Advisors, LLC | 3.26% | Add +6.9% | 743,606 | $42.1M |
| Avior Wealth Management, LLC | 1.19% | Add +7.1% | 738,755 | $41.8M |
| Accredited Investors Inc. | 2.20% | Reduce -1.4% | 723,052 | $40.9M |
| Shepherd Financial Partners LLC | 3.83% | Add +2.8% | 712,981 | $40.3M |
| Constellation Investments, Inc. | 1.34% | No change | 712,000 | $40.3M |
| Vicus Capital | 2.96% | Reduce -2.7% | 711,625 | $40.3M |
| ERn Financial, LLC | 7.43% | Add +3.3% | 698,504 | $39.5M |
| Creative Planning | 0.03% | Add +0.6% | 695,802 | $39.4M |
| Gladstone Institutional Advisory LLC | 1.42% | Reduce -2.4% | 677,459 | $38.3M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -2.7% | 669,773 | $37.9M |
| Alta Wealth Advisors LLC | 11.79% | Add +7.9% | 641,702 | $36.3M |
| Higgins & Schmidt Wealth Strategies LLC | 16.54% | Add +3.8% | 639,848 | $36.2M |
| Woodard & Co. Asset Management Group Inc. | 5.80% | Reduce -1.0% | 639,789 | $36.2M |
| Great Valley Advisor Group, Inc. | 0.64% | Add +9.3% | 621,528 | $35.2M |
| Pinnacle Wealth Planning Services, Inc. | 3.62% | Add +5.6% | 620,103 | $35.1M |
| Waller Financial Planning Group, Inc. | 7.44% | Add +4.6% | 595,915 | $33.7M |
| Geneos Wealth Management Inc. | 0.78% | Add +0.6% | 591,221 | $33.5M |
| HighPoint Advisor Group LLC | 1.40% | Reduce -2.3% | 588,967 | $33.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 572,501 | $32.4M |
| McNamara Financial Services, Inc. | 6.08% | Reduce -0.2% | 567,807 | $32.1M |
| Journey Strategic Wealth LLC | 0.79% | Add +8.2% | 563,131 | $31.9M |
| Brandywine Oak Private Wealth LLC | 2.66% | Add +3.4% | 560,176 | $31.7M |
| Roberts Financial Services LLC | 9.89% | Add +10.7% | 549,622 | $31.1M |
| Avantax Planning Partners, Inc. | 0.85% | Add +0.9% | 544,900 | $30.8M |
| Navigation Group, LLC | 7.21% | — | 544,619 | $30.8M |
| Choice Wealth Advisors LLC | 12.05% | Add +1.6% | 542,723 | $30.7M |
| Fifth Third Securities, Inc. | 1.97% | Reduce -3.5% | 537,822 | $30.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +1.4% | 534,263 | $30.2M |
| Prudential Financial Inc. | 0.04% | Reduce -16.0% | 525,791 | $29.7M |
| NewEdge Advisors, LLC | 0.11% | Reduce -8.0% | 521,742 | $29.5M |
| SkyOak Wealth, LLC | 5.38% | Add +4.4% | 519,061 | $29.4M |
| Signet Financial Management, LLC | 3.22% | Reduce -0.5% | 508,306 | $28.8M |
| Fifth Third Wealth Advisors LLC | 0.96% | Add +15.9% | 503,899 | $28.5M |
| Rodgers & Associates, LTD | 2.87% | Reduce -0.3% | 498,945 | $28.2M |
| Leslie Global Wealth, LLC | 14.72% | Add +0.9% | 493,776 | $27.9M |
| Hamilton Capital, LLC | 1.42% | Add +3.4% | 486,050 | $27.5M |
| Harbor Group, Inc. | 3.97% | Reduce -1.1% | 485,270 | $27.5M |
| Western Wealth Management, LLC | 1.03% | Add +8.4% | 479,814 | $27.1M |
| Marathon Mission, Inc. | 15.23% | Reduce -0.1% | 462,531 | $26.2M |
| Mgo One Seven LLC | 0.53% | Reduce -11.3% | 461,884 | $26.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +9.2% | 461,055 | $26.1M |
| Scarborough Advisors, LLC | 2.85% | Reduce -29.3% | 460,215 | $26.0M |
| Riversedge Advisors, LLC | 4.20% | Reduce -1.6% | 458,387 | $25.9M |
| Truist Financial Corp. | 0.03% | Add +4.4% | 456,477 | $25.8M |
| Kingsview Wealth Management, LLC | 0.35% | Add +26.7% | 454,428 | $25.7M |
| MBE Wealth Management, LLC | 10.58% | Add +1.5% | 450,337 | $25.5M |
| Baird Financial Group, Inc. | 0.04% | Add +0.1% | 444,837 | $25.2M |
| Modern Wealth Management, LLC | 0.43% | Reduce -3.1% | 439,225 | $24.9M |
| Gibbs Wealth Management | 3.24% | Add +130.1% | 434,660 | $24.6M |
| BIP Wealth, LLC | 0.99% | Reduce -11.3% | 431,762 | $24.4M |
| Provenance Wealth Advisors, LLC | 2.56% | Reduce -0.8% | 427,309 | $24.2M |
| CarsonAllaria Wealth Management, Ltd. | 11.81% | Add +3.7% | 422,684 | $23.9M |
| Concurrent Investment Advisors, LLC | 0.26% | Reduce -6.1% | 421,795 | $23.9M |
| First Heartland Consultants, Inc. | 1.82% | Add +2.1% | 418,811 | $23.7M |
| SilverOak Wealth Management LLC | 3.73% | Add +2.1% | 416,949 | $23.6M |
| Wealth Advisors of Iowa, LLC | 7.26% | Add +8.2% | 415,019 | $23.5M |
| Stonebrook Private Inc. | 5.00% | Reduce -3.0% | 414,969 | $23.5M |
| Measured Wealth Private Client Group, LLC | 6.40% | Reduce -3.5% | 414,214 | $23.4M |
| Ackerman Capital Advisors, LLC | 4.77% | Reduce -1.4% | 411,446 | $23.3M |
| Abound Financial, LLC | 9.93% | Reduce -8.0% | 401,624 | $22.7M |
| Fifth Third Bancorp | 0.04% | Add +32.5% | 394,338 | $22.3M |
| Visionary Horizons, LLC | 10.84% | Reduce -12.0% | 388,813 | $22.0M |
| Granville Capital, Inc. | 11.49% | Add +8.0% | 388,408 | $22.0M |
| Kestra Private Wealth Services, LLC | 0.27% | Add +25.1% | 383,900 | $21.7M |
| CIBC Bancorp USA Inc. | 0.03% | — | 381,896 | $21.5M |
| TPG Financial Advisors, LLC | 6.95% | Reduce -0.0% | 377,859 | $21.4M |
| Alesco Advisors, LLC, An ESL Co | 0.55% | Reduce -5.1% | 377,563 | $21.4M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +5.8% | 372,357 | $21.1M |
| Destiny Capital Corp | 11.11% | Reduce -0.5% | 368,536 | $20.9M |
| Strategic Financial Partners, Ltd. | 8.99% | Add +2.8% | 367,900 | $20.8M |
| Gateway Wealth Partners, LLC | 0.81% | Add +175.2% | 366,709 | $20.7M |
| Foguth Wealth Management, LLC. | 2.33% | Reduce -14.0% | 327,815 | $20.0M |
| Navalign, LLC | 4.93% | Add +2.1% | 345,476 | $19.5M |
| Novem Group | 2.21% | Add +26.0% | 339,246 | $19.2M |
| Cardinal Strategic Wealth Guidance | 5.05% | Add +4.9% | 338,317 | $19.1M |
| Freestate Advisors LLC | 15.16% | Reduce -1.9% | 335,122 | $19.0M |
| Windsor Capital Management, LLC | 5.65% | Reduce -2.6% | 334,493 | $18.9M |
| CBM Financial, LLC | 11.78% | Add +8.2% | 318,737 | $18.9M |
| Manufacturers Life Insurance Company, The | 0.02% | New | 330,844 | $18.7M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -2.1% | 330,069 | $18.7M |
| Ascent Group, LLC | 0.65% | Reduce -1.3% | 329,480 | $18.6M |
| Clear Creek Financial Management, LLC | 1.43% | Add +6.9% | 328,746 | $18.6M |
| Potentia Wealth | 7.12% | Reduce -28.4% | 325,936 | $18.4M |
| Armstrong Advisory Group, Inc. | 1.23% | New | 324,073 | $18.3M |
| Park Avenue Securities LLC | 0.14% | Add +18.7% | 323,902 | $18.3M |
| Goodman Advisory Group, LLC | 4.74% | Reduce -6.0% | 322,865 | $18.3M |
| Retirement Planning Group, LLC | 0.56% | Reduce -1.2% | 320,005 | $18.1M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -3.2% | 319,639 | $18.1M |
| Horizon Financial Services, LLC | 7.99% | Reduce -9.6% | 319,526 | $18.1M |
| McAdam, LLC | 0.80% | Reduce -4.1% | 312,288 | $17.7M |
| Northern Capital Management, Inc. | 8.82% | Add +269.6% | 310,886 | $17.6M |
| Hobart Private Capital, LLC | 3.44% | Reduce -7.5% | 309,686 | $17.5M |
| CX Institutional | 0.53% | Reduce -6.2% | 307,056 | $17.4M |
| Verus Capital Partners, LLC | 1.19% | Add +4.5% | 305,401 | $17.3M |
| Assetmark, Inc. | 0.04% | Reduce -12.8% | 303,562 | $17.2M |
| 1834 Investment Advisors Co. | 2.14% | Add +0.8% | 303,396 | $17.2M |
| Collier Financial | 13.08% | Reduce -1.2% | 303,077 | $17.1M |
| Inspirion Wealth Advisors, LLC | 2.12% | Reduce -39.0% | 300,108 | $17.0M |
| Great Lakes Retirement, Inc. | 1.75% | Add +0.5% | 298,686 | $16.9M |
| Tempo Wealth, LLC | 2.89% | Add +5.2% | 293,156 | $16.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.9% | 288,823 | $16.3M |
| Probity Advisors, Inc. | 2.51% | Add +0.8% | 280,353 | $15.9M |
| Brookstone Capital Management | 0.18% | Reduce -3.0% | 279,843 | $15.8M |
| rebel Financial LLC | 6.85% | Add +1.4% | 279,279 | $15.8M |
| Francis Financial, Inc. | 2.91% | Add +451.7% | 277,032 | $15.7M |
| Symphony Financial, Ltd. Co. | 2.06% | Add +4.2% | 277,581 | $15.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +6.4% | 274,086 | $15.5M |
| Focus Partners Wealth | 0.02% | Add +2.5% | 273,956 | $15.5M |
| Power Wealth Management LLC | 5.74% | Add +1.8% | 272,460 | $15.4M |
| Atticus Wealth Management, LLC | 3.96% | Reduce -5.1% | 258,012 | $14.6M |
| Meridian Wealth Management, LLC | 0.51% | Add +0.8% | 255,324 | $14.4M |
| Sargent Investment Group, LLC | 1.90% | Reduce -3.4% | 254,932 | $14.4M |
| Stephens Inc. | 0.18% | Add +0.0% | 253,805 | $14.4M |
| Valtinson Bruner Financial Planning LLC | 3.91% | Add +1.1% | 251,354 | $14.2M |
| Hills Bank & Trust Co | 0.68% | Reduce -58.6% | 248,701 | $14.1M |
| Legacy Financial Group LLC | 1.76% | Add +0.1% | 247,465 | $14.0M |
| Cynosure Group, LLC | 1.74% | Reduce -33.6% | 246,155 | $13.9M |
| HSBC Holdings PLC | 0.01% | Add +22.8% | 243,536 | $13.8M |
| Portside Wealth Group, LLC | 1.86% | Add +9.4% | 242,776 | $13.7M |
| Alpha Capital Advisors Inc. | 12.62% | Add +1.5% | 234,411 | $13.3M |
| Millington Financial Advisors, LLC | 5.56% | Add +0.6% | 223,865 | $13.2M |
| Optimist Retirement Group LLC | 5.79% | Add +0.4% | 232,034 | $13.1M |
| AQR Capital Management | 0.01% | Add +41.1% | 231,083 | $13.1M |
| GHP Investment Advisors, Inc. | 0.53% | Add +1.2% | 229,345 | $13.0M |
| Captrust Financial Advisors | 0.02% | Add +204.8% | 229,218 | $13.0M |
| Savant Capital, LLC | 0.06% | Add +34.6% | 228,353 | $12.9M |
| Financial Council, LLC | 4.89% | Reduce -1.0% | 224,052 | $12.7M |
| Synergy Investment Management, LLC | 4.14% | Reduce -2.0% | 223,606 | $12.7M |
| Hofer & Associates. Inc | 6.76% | Add +2.3% | 222,247 | $12.6M |
| Diligent Investors, LLC | 3.08% | Reduce -1.7% | 219,388 | $12.4M |
| Cary Street Partners Financial LLC | 0.30% | Reduce -2.7% | 216,757 | $12.3M |
| GenWealth Group, Inc. | 2.09% | Add +4.1% | 216,392 | $12.2M |
| Guardian Wealth Advisors, LLC | 7.04% | Add +0.5% | 216,366 | $12.2M |
| Cobblestone Asset Management LLC | 5.48% | Reduce -11.4% | 215,250 | $12.2M |
| Vertrix Wealth Management, LLC | 4.47% | — | 214,458 | $12.1M |
| Aureum Wealth Management, LLC | 8.31% | Add +25.9% | 211,159 | $11.9M |
| Smithbridge Asset Management Inc. | 1.75% | Reduce -44.5% | 208,899 | $11.8M |
| Reston Wealth Management LLC | 3.61% | Reduce -6.2% | 208,171 | $11.8M |
| Breachway Investments LLC | 11.19% | Add +336.0% | 205,819 | $11.7M |
| Private Wealth Group, LLC | 5.42% | Add +3.6% | 205,574 | $11.6M |
| TrueWealth Advisors, LLC | 2.91% | Add +96.4% | 204,672 | $11.6M |
| New England Capital Financial Advisors LLC | 3.13% | Reduce -3.3% | 202,384 | $11.5M |
| Larson Financial Group LLC | 0.37% | Reduce -6.8% | 201,872 | $11.4M |
| Laurel Oak Wealth Management, LLC | 1.91% | Reduce -23.4% | 200,514 | $11.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | New | 200,000 | $11.3M |
| Merit Financial Group, LLC | 0.08% | Reduce -4.8% | 199,379 | $11.3M |
| BCS Wealth Management | 2.28% | Reduce -45.6% | 197,332 | $11.2M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +3.0% | 194,221 | $11.0M |
| Foronjy Financial LLC | 4.43% | Add +4.5% | 188,494 | $10.7M |
| Northwest Wealth Advisors, LLC | 7.52% | Add +9.4% | 186,117 | $10.5M |
| Financial Gravity Asset Management, Inc. | 1.87% | Add +5.2% | 185,363 | $10.5M |
| Buttonwood Financial Group, LLC | 6.45% | Reduce -2.7% | 185,273 | $10.5M |
| Walsh & Associates, LLC | 10.30% | Reduce -0.2% | 183,563 | $10.4M |
| Farther Finance Advisors, LLC | 0.10% | Add +2.4% | 183,169 | $10.4M |
| Franklin Resources Inc. | 0.00% | Add +2499.2% | 180,695 | $10.2M |
| Cresset Asset Management, LLC | 0.04% | Reduce -4.1% | 180,147 | $10.2M |
| Madrid Financial Services | 5.99% | Add +5.9% | 179,343 | $10.1M |
| Oak Harvest Investment Services | 1.05% | Reduce -5.1% | 178,403 | $10.1M |
| Pecaut & Co. | 3.26% | Reduce -6.0% | 177,439 | $10.0M |
| &partners | 0.05% | Add +1.9% | 175,676 | $9.9M |
| Stevens Capital Partners | 2.35% | Add +5.8% | 172,719 | $9.8M |
| Town Capital LLC | 7.75% | Add +104.0% | 169,388 | $9.6M |
| M&T Bank Corp | 0.03% | Reduce -6.3% | 167,986 | $9.5M |
| Auour Investments LLC | 2.97% | Add +1.3% | 166,654 | $9.4M |
| Olde Wealth Management, LLC | 2.98% | Add +3.3% | 166,267 | $9.4M |
| Financial Management Professionals, Inc. | 1.04% | New | 163,900 | $9.3M |
| Bucket List Wealth Management, LLC | 5.57% | Reduce -53.5% | 163,571 | $9.3M |
| Creative Financial Designs Inc. | 0.56% | Reduce -81.0% | 162,516 | $9.2M |
| Uptown Financial Advisors LLC | 7.41% | Add +11.3% | 161,886 | $9.2M |
| NewSquare Capital LLC | 0.80% | Reduce -1.1% | 161,386 | $9.1M |
| Lynch & Associates | 1.71% | Add +2.5% | 161,288 | $9.1M |
| Bensler, LLC | 0.94% | Add +4.7% | 160,316 | $9.1M |
| Independent Financial Group, LLC | 0.20% | Reduce -3.4% | 157,612 | $8.9M |
| Members Wealth LLC | 5.22% | Add +3.0% | 148,069 | $8.7M |
| Parkway Wealth Management Group, LLC | 1.10% | Reduce -13.1% | 149,444 | $8.7M |
| Lido Advisors, LLC | 0.03% | Reduce -43.8% | 152,832 | $8.6M |
| Key Financial Inc | 1.53% | Add +2.2% | 151,991 | $8.6M |
| Quent Capital, LLC | 0.61% | Reduce -2.4% | 151,195 | $8.6M |
| Ignite Planners, LLC | 1.32% | Add +11.4% | 151,156 | $8.5M |
| SOA Wealth Advisors, LLC. | 1.59% | Reduce -4.9% | 149,401 | $8.5M |
| Stone Summit Wealth LLC | 2.34% | Add +6.0% | 148,897 | $8.4M |
| Cornerstone Wealth Group, LLC | 0.52% | Add +134.8% | 138,141 | $8.1M |
| Cannon Wealth Management Services, LLC | 5.46% | Add +5.4% | 142,750 | $8.1M |
| Centennial Wealth Advisory LLC | 1.95% | Reduce -2.0% | 142,670 | $8.1M |
| 1900 Wealth Management LLC | 0.51% | Reduce -3.5% | 141,486 | $8.0M |
| Retirement Management Systems Inc. | 1.92% | Reduce -25.9% | 141,132 | $8.0M |
| Denver Wealth Management, Inc. | 2.70% | Reduce -4.6% | 138,838 | $7.9M |
| American Financial & Tax Strategies Inc. | 3.81% | Reduce -0.6% | 138,682 | $7.8M |
| Savvy Advisors, Inc. | 0.21% | Add +2.5% | 138,516 | $7.8M |
| Tiaa Trust, National Association | 0.48% | Reduce -96.3% | 138,447 | $7.8M |
| Greenwood Capital Associates LLC | 0.86% | Add +2.4% | 137,494 | $7.8M |
| Trilogy Capital Inc. | 0.35% | Add +10.3% | 137,135 | $7.8M |
| SeedSafe Financial LLC | 6.34% | Add +5.8% | 136,178 | $7.7M |
| Goldstone Financial Group, LLC | 0.81% | Reduce -35.8% | 132,057 | $7.5M |
| Laurel Wealth Planning LLC | 3.92% | Reduce -19.6% | 131,355 | $7.4M |
| Juncture Wealth Strategies, LLC | 2.47% | Reduce -8.8% | 130,783 | $7.4M |
| Mutual Advisors, LLC | 0.16% | Add +5.2% | 130,427 | $7.4M |
| Modera Wealth Management, LLC | 0.09% | Add +5.4% | 128,677 | $7.3M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +24.8% | 128,610 | $7.3M |
| Red Crane Wealth Management, LLC | 5.95% | Reduce -0.7% | 127,793 | $7.2M |
| City Center Advisors, LLC | 6.39% | Add +0.7% | 122,249 | $6.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +3.5% | 121,597 | $6.9M |
| Spire Wealth Management | 0.23% | Add +0.5% | 120,396 | $6.8M |
| Sharkey, Howes & Javer | 0.91% | Reduce -2.8% | 118,768 | $6.7M |
| Koss-Olinger Consulting, LLC | 0.56% | Reduce -82.9% | 118,132 | $6.7M |
| RFG Advisory, LLC | 0.12% | Reduce -17.4% | 117,318 | $6.6M |
| Arbor Trust Wealth Advisors, LLC | 2.91% | Reduce -0.2% | 117,067 | $6.6M |
| Braun-Bostich & Associates Inc. | 4.12% | Reduce -14.0% | 116,324 | $6.6M |
| Vision Capital Management, Inc. | 0.80% | Add +3.0% | 112,049 | $6.3M |
| Foundations Investment Advisors, LLC | 0.08% | Add +2.7% | 112,015 | $6.3M |
| TAGStone Capital, Inc. | 2.22% | Reduce -0.6% | 111,178 | $6.3M |
| Occidental Asset Management, LLC | 0.74% | Add +2.6% | 110,878 | $6.3M |
| Wrapmanager Inc. | 2.17% | Reduce -4.2% | 110,342 | $6.2M |
| AA Financial Advisors, LLC | 0.87% | Reduce -12.9% | 108,663 | $6.1M |
| Cozad Asset Management Inc. | 0.48% | Reduce -1.5% | 107,931 | $6.1M |
| Collaborative Wealth Managment Inc. | 2.76% | Reduce -44.9% | 105,937 | $6.0M |
| SteelPeak Wealth, LLC | 0.19% | Add +271.2% | 105,113 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +4.5% | 104,560 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +1484.9% | 103,638 | $5.9M |
| SIMA Wealth Partners, LLC | 4.43% | Add +1.5% | 102,691 | $5.8M |
| Retirement Financial Solutions, LLC | 1.66% | Add +2.0% | 102,557 | $5.8M |
| Broussard Financial Group LLC | 4.63% | Add +6.4% | 102,234 | $5.8M |
| IAG Wealth Partners, LLC | 0.64% | Reduce -2.6% | 101,958 | $5.8M |
| Tme Financial, Inc. | 3.98% | Add +2.9% | 101,424 | $5.7M |
| Harbour Investments, Inc. | 0.09% | Reduce -5.9% | 100,189 | $5.7M |
| Intergy Private Wealth, LLC | 1.65% | Reduce -9.9% | 99,264 | $5.6M |
| RFG - Bristol Wealth Advisors, LLC | 1.51% | Add +8.8% | 99,099 | $5.6M |
| Sharpepoint LLC | 3.34% | Add +1.1% | 98,877 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -6.5% | 97,775 | $5.5M |
| Sterling Group Wealth Management, LLC | 2.61% | Reduce -2.6% | 97,422 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.0% | 96,511 | $5.5M |
| Inman Jager Wealth Management, LLC | 3.18% | Add +11.6% | 96,096 | $5.4M |
| Phoenix Wealth Advisors | 2.14% | Add +1.3% | 95,945 | $5.4M |
| Salomon & Ludwin, LLC | 0.48% | Add +2.2% | 95,478 | $5.4M |
| Milestone Asset Management, LLC | 1.00% | New | 95,633 | $5.4M |
| Koshinski Asset Management, Inc. | 0.34% | Reduce -3.4% | 95,016 | $5.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.44% | Add +0.6% | 93,697 | $5.3M |
| Horizon Family Wealth, Inc. | 2.77% | Reduce -3.1% | 92,773 | $5.2M |
| Asset Management Group, Inc. | 0.84% | Reduce -2.5% | 92,328 | $5.2M |
| United Advisor Group, LLC | 0.65% | Add +17.7% | 92,177 | $5.2M |
| Pacific Financial Group Inc. | 2.79% | Reduce -6.3% | 91,509 | $5.2M |
| Independent Wealth Network Inc. | 1.53% | Reduce -40.3% | 90,734 | $5.1M |
| Curtis Wealth Management LLC | 4.78% | Reduce -11.1% | 89,897 | $5.1M |
| Silver Oak Securities, Incorporated | 0.37% | Reduce -3.0% | 88,910 | $5.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -81.1% | 88,170 | $5.0M |
| Benchmark Financial, LLC | 4.45% | Add +17.6% | 87,660 | $5.0M |
| Fortis Capital Advisors, LLC | 0.65% | Reduce -11.0% | 87,591 | $5.0M |
| Belpointe Asset Management LLC | 0.18% | Reduce -11.0% | 87,591 | $5.0M |
| CreativeOne Wealth, LLC | 0.11% | Add +4.2% | 86,871 | $4.9M |
| Inspire Advisors, LLC | 0.39% | Reduce -8.0% | 84,774 | $4.8M |
| Golden State Wealth Management, LLC | 0.52% | Reduce -5.7% | 84,462 | $4.8M |
| DecisionMap Wealth Management, LLC | 3.09% | Reduce -0.3% | 84,380 | $4.8M |
| Clarus Wealth Advisors | 2.03% | Reduce -2.8% | 83,881 | $4.8M |
| Cooper Financial Group | 0.48% | Reduce -2.7% | 84,048 | $4.8M |
| Focus Financial Network, Inc. | 0.17% | New | 84,039 | $4.8M |
| Waterloo Capital, L.P. | 0.33% | Reduce -0.2% | 83,313 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.6% | 82,374 | $4.7M |
| Arete Wealth Advisors, LLC | 0.35% | Reduce -38.7% | 82,370 | $4.7M |
| Private Trust Co. NA | 0.41% | Add +6.3% | 81,939 | $4.6M |
| Milestone Asset Management Group, LLC | 2.65% | Add +0.3% | 80,214 | $4.5M |
| Citadel Advisors | 0.00% | Add +323.0% | 79,988 | $4.5M |
| Clear Retirement Advice LLC | 3.55% | Add +3.3% | 79,943 | $4.5M |
| Ceera Investments, LLC | 1.97% | Reduce -7.0% | 79,430 | $4.5M |
| Capital Analysts, LLC | 0.12% | Add +10.6% | 77,333 | $4.4M |
| Quantinno Capital Management LP | 0.01% | Add +35.3% | 77,253 | $4.4M |
| Penobscot Wealth Management | 1.29% | Add +2.4% | 77,143 | $4.4M |
| Eclectic Associates Inc. | 0.57% | Add +50.9% | 76,112 | $4.3M |
| Lanark Financial, Inc. | 0.32% | Add +106.9% | 75,715 | $4.3M |
| American Money Management, LLC | 0.67% | Add +0.8% | 74,901 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -0.5% | 74,713 | $4.2M |
| Private Advisory Group LLC | 0.29% | New | 74,212 | $4.2M |
| Motive Wealth Advisors | 1.96% | Reduce -45.7% | 73,955 | $4.2M |
| Visionary Wealth Advisors | 0.18% | Add +9.4% | 73,821 | $4.2M |
| Citigroup Inc. | 0.00% | Add +71.7% | 73,789 | $4.2M |
| CVFG LLC | 0.52% | New | 73,620 | $4.2M |
| Cary Street Partners Investment Advisory LLC | 1.06% | Add +3.0% | 73,354 | $4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +528.9% | 72,909 | $4.1M |
| Palladiem, LLC | 3.93% | Reduce -8.4% | 70,801 | $4.1M |
| TritonPoint Partners, LLC | 1.51% | Add +2.0% | 72,574 | $4.1M |
| Integrity Alliance, Llc. | 0.15% | Reduce -3.9% | 70,900 | $4.0M |
| Red Tortoise LLC | 1.68% | Add +0.3% | 70,838 | $4.0M |
| PAX Financial Group, LLC | 0.68% | Reduce -53.4% | 70,669 | $4.0M |
| Partners in Financial Planning | 0.66% | Add +0.3% | 70,158 | $4.0M |
| BlackRock, Inc. | 0.00% | Reduce -80.7% | 69,980 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +9.0% | 69,750 | $3.9M |
| Freedom Investment Management, Inc. | 1.17% | Add +4.0% | 69,679 | $3.9M |
| Advisor OS, LLC | 0.28% | Reduce -18.5% | 68,725 | $3.9M |
| MidAtlantic Capital Management, Inc. | 2.67% | No change | 68,429 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +124.4% | 67,772 | $3.8M |
| Citizens Financial Group Inc. | 0.05% | Reduce -21.0% | 66,632 | $3.8M |
| JNBA Financial Advisors | 0.31% | Reduce -27.5% | 66,106 | $3.7M |
| Money Concepts Capital Corp. | 0.20% | Add +4.2% | 65,147 | $3.7M |
| JDM Financial Group LLC | 1.42% | Add +0.8% | 64,864 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +0.3% | 64,718 | $3.7M |
| Chicago Partners Investment Group LLC | 0.08% | Add +4.1% | 61,259 | $3.6M |
| Shum Financial Group, Inc. | 2.55% | Add +4.5% | 63,777 | $3.6M |
| MBM Wealth Consultants, LLC | 0.81% | Add +1.8% | 62,418 | $3.5M |
| Vise Technologies, Inc. | 0.07% | No change | 61,827 | $3.5M |
| Flow Traders U.S. LLC | 0.11% | New | 62,018 | $3.5M |
| Jacksonville Wealth Management, LLC | 2.36% | Add +34.0% | 61,859 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.3% | 60,950 | $3.4M |
| Sovran Advisors, LLC | 0.27% | Add +5.1% | 57,212 | $3.4M |
| Glen Eagle Advisors, LLC | 0.48% | Reduce -2.8% | 60,360 | $3.4M |
| WCG Wealth Advisors LLC | 0.10% | Reduce -21.0% | 60,280 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +2.9% | 59,982 | $3.4M |
| CORDA Investment Management, LLC. | 0.23% | Add +5.3% | 59,968 | $3.4M |
| Keener Financial Planning LLC | 1.42% | Reduce -0.1% | 59,918 | $3.4M |
| Friday Financial | 1.16% | Add +6.0% | 59,709 | $3.4M |
| Kera Capital Partners, Inc. | 0.41% | Add +2.8% | 59,648 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -47.6% | 59,610 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +11.4% | 59,594 | $3.4M |
| American Investment Services, Inc. | 0.74% | Reduce -1.0% | 58,647 | $3.3M |
| Level Four Advisory Services, LLC | 0.11% | Add +10.8% | 58,260 | $3.3M |
| Opal Wealth Advisors, LLC | 0.74% | Add +6.6% | 58,057 | $3.3M |
| Smith Partners Wealth Management, LLC | 2.87% | Add +56.2% | 56,702 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -11.4% | 56,010 | $3.2M |
| Vertex Planning Partners, LLC | 0.61% | Add +1.5% | 55,796 | $3.2M |
| Advyzon Investment Management, LLC | 0.28% | Add +40.4% | 55,786 | $3.2M |
| PSI Advisors, LLC | 0.76% | Add +24.6% | 55,625 | $3.1M |
| Partnership Wealth Management, LLC | 2.40% | Reduce -61.4% | 55,554 | $3.1M |
| Wealthgarden F.S. LLC | 2.14% | Reduce -11.8% | 55,484 | $3.1M |
| Prism Advisors, Inc. | 0.83% | No change | 55,211 | $3.1M |
| Axis Wealth Partners, LLC | 1.65% | Add +5.8% | 54,992 | $3.1M |
| Topel & Distasi Wealth Management, LLC | 1.59% | Reduce -23.6% | 54,436 | $3.1M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -11.9% | 54,311 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -30.7% | 53,976 | $3.1M |
| Raab & Moskowitz Asset Management LLC | 0.68% | Reduce -0.9% | 53,893 | $3.0M |
| Keystone Financial Group | 0.21% | Reduce -1.1% | 53,868 | $3.0M |
| WealthTrak Capital Management LLC | 2.17% | Reduce -23.2% | 53,795 | $3.0M |
| Global Financial Private Client, LLC | 0.99% | Reduce -0.7% | 53,338 | $3.0M |
| Florida Financial Advisors, LLC | 0.72% | Add +25.1% | 53,282 | $3.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +19.2% | 53,238 | $3.0M |
| Copia Wealth Management | 2.07% | Reduce -24.6% | 53,204 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.51% | Add +1.8% | 52,923 | $3.0M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -31.3% | 52,898 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -18.1% | 52,219 | $3.0M |
| Cordatus Wealth Management LLC | 0.70% | Reduce -0.1% | 52,139 | $3.0M |
| Affinity Capital Advisors, LLC | 0.41% | Add +43.5% | 51,923 | $2.9M |
| Tranquilli Financial Advisor LLC | 1.70% | Reduce -10.0% | 51,562 | $2.9M |
| Demars Financial Group, LLC | 0.96% | Add +2.5% | 51,334 | $2.9M |
| Yukon Wealth Management, Inc. | 1.67% | Reduce -2.2% | 49,579 | $2.8M |
| CAP Partners, LLC | 1.57% | Add +15.3% | 49,121 | $2.8M |
| Vance Wealth, LLC | 0.79% | Reduce -1.3% | 48,499 | $2.7M |
| Breakwater Capital Group | 0.37% | Reduce -2.8% | 48,194 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -3.7% | 48,141 | $2.7M |
| Norden Group LLC | 0.26% | Add +0.7% | 48,068 | $2.7M |
| Founders Financial Alliance, LLC | 0.49% | Add +10.1% | 47,845 | $2.7M |
| Smartleaf Asset Management LLC | 0.10% | Add +64.8% | 48,493 | $2.7M |
| Simplicity Wealth,LLC | 0.15% | Reduce -16.5% | 47,564 | $2.7M |
| Riverchase Wealth Management, LLC | 1.40% | No change | 47,549 | $2.7M |
| ArborFi Advisors, LLC | 2.18% | Add +1.8% | 47,153 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 46,335 | $2.6M |
| Secured Retirement Advisors, LLC | 1.47% | Reduce -4.8% | 45,999 | $2.6M |
| Total Clarity Wealth Management, Inc. | 0.61% | Reduce -3.1% | 45,692 | $2.6M |
| 1ST Source Bank | 0.13% | Reduce -3.6% | 45,624 | $2.6M |
| Slagle Financial, LLC | 0.84% | Add +2.8% | 45,082 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +20.5% | 44,829 | $2.5M |
| Waystone Advisors LLC | 2.27% | Add +141.8% | 44,819 | $2.5M |
| Innealta Capital, LLC | 1.57% | Reduce 0.0% | 44,798 | $2.5M |
| Spectrum Advisors, Inc. | 1.96% | — | 43,897 | $2.5M |
| JT Stratford LLC | 0.32% | Add +3.9% | 43,830 | $2.5M |
| Arkadios Wealth Advisors | 0.04% | Add +19.0% | 43,137 | $2.4M |
| Sunesis Advisors, LLC | 1.10% | No change | 43,133 | $2.4M |
| FF Advisors,LLC | 0.98% | Reduce -0.2% | 41,074 | $2.4M |
| Bokf, NA | 0.04% | Add +164.5% | 42,404 | $2.4M |
| Foundation Wealth Management, LLC\PA | 0.85% | Reduce -0.2% | 42,368 | $2.4M |
| Wrenne Financial Planning LLC | 0.94% | Reduce -0.6% | 42,304 | $2.4M |
| Stratos Investment Management, LLC | 0.10% | Reduce -2.1% | 42,060 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | Reduce -1.8% | 42,034 | $2.4M |
| Balefire, LLC | 0.45% | Add +26.4% | 41,883 | $2.4M |
| Kensington Asset Management, LLC | 0.13% | No change | 41,880 | $2.4M |
| GLR Partners, LLC | 1.28% | — | 41,505 | $2.3M |
| Hunting Hill Global Capital, LLC | 2.79% | Reduce -66.7% | 41,363 | $2.3M |
| Burney Co./ | 0.07% | Reduce -31.4% | 41,340 | $2.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -3.5% | 40,981 | $2.3M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -6.0% | 40,518 | $2.3M |
| One Capital Management, LLC | 0.06% | Reduce -4.6% | 40,416 | $2.3M |
| FCG Investment Co | 0.99% | — | 40,091 | $2.3M |
| Cornerstone Advisors Asset Management, LLC | 0.35% | Reduce -1.3% | 40,070 | $2.3M |
| Fell Capital Management | 2.16% | Add +62.8% | 40,059 | $2.3M |
| Colton Groome Financial Advisors, LLC | 0.65% | Reduce -6.2% | 40,042 | $2.3M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -0.9% | 39,965 | $2.3M |
| Certified Advisory Corp | 0.20% | Reduce -7.2% | 39,836 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.1% | 39,670 | $2.2M |
| Wealth Advisors Northwest LLC | 0.94% | Add +3.0% | 39,511 | $2.2M |
| AdvisorNet Financial, Inc | 0.12% | Reduce -0.1% | 39,501 | $2.2M |
| Uptick Partners, LLC | 0.44% | Add +70.4% | 39,237 | $2.2M |
| Milestones Private Investment Advisors LLC | 1.93% | Add +8.4% | 38,629 | $2.2M |
| Cornerstone National Bank & Trust Co | 0.80% | New | 38,473 | $2.2M |
| Valpey Financial Services, LLC | 1.41% | Add +2.3% | 38,399 | $2.2M |
| Financial Network Wealth Advisors LLC | 2.19% | Add +6.3% | 37,832 | $2.1M |
| Compound Planning, Inc. | 0.07% | Add +472.8% | 37,232 | $2.1M |
| Triton Financial Group Inc | 3.66% | Add +100.2% | 37,048 | $2.1M |
| Lee Danner & Bass Inc. | 0.13% | No change | 36,956 | $2.1M |
| MidFirst Bank | 0.17% | Add +23.2% | 36,859 | $2.1M |
| Gotham Asset Management | 0.01% | Add +1.2% | 36,778 | $2.1M |
| Commerce Bank | 0.01% | Add +888.0% | 36,706 | $2.1M |
| Laurel Wealth Advisors LLC | 0.20% | Add +0.3% | 34,300 | $2.1M |
| MKT Advisors LLC | 0.68% | Add +10.9% | 35,698 | $2.0M |
| Seaside Wealth Management, Inc. | 0.57% | Reduce -1.9% | 35,687 | $2.0M |
| WealthPlan Investment Management, LLC | 0.11% | Add +324.6% | 35,596 | $2.0M |
| Sanchez Gaunt Capital Management, LLC | 1.23% | — | 34,698 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.21% | Reduce -6.0% | 34,334 | $1.9M |
| Tradewinds Capital Management, LLC | 0.38% | Add +0.1% | 34,167 | $1.9M |
| Apella Capital, LLC | 0.03% | Reduce -6.2% | 32,547 | $1.9M |
| River Street Advisors LLC | 0.65% | Add +1.1% | 33,984 | $1.9M |
| Transcend Capital Advisors, LLC | 0.15% | Add +41.8% | 33,838 | $1.9M |
| Apollon Financial, LLC | 0.26% | Add +23.2% | 33,776 | $1.9M |
| Weitzel Financial Services, Inc. | 0.72% | Reduce -0.5% | 33,481 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.19% | Add +1.2% | 33,518 | $1.9M |
| IFP Advisors, Inc | 0.04% | Reduce -24.1% | 33,497 | $1.9M |
| Wiregrass Investment Management LLC | 1.56% | Add +7.7% | 33,296 | $1.9M |
| MAI Capital Management | 0.01% | Add +9.4% | 32,548 | $1.8M |
| Summit Investment Advisory Services, LLC | 0.68% | Reduce -0.9% | 32,535 | $1.8M |
| E&G Advisors, LLC | 0.41% | Add +0.1% | 32,173 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.0% | 32,000 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Add +460.4% | 31,737 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -57.5% | 31,668 | $1.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Reduce -4.0% | 31,387 | $1.8M |
| Janus Henderson Group PLC | 0.00% | No change | 31,018 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +12.0% | 30,826 | $1.7M |
| Capstone Wealth Management Group, LLC | 0.73% | Add +6.5% | 30,618 | $1.7M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 30,493 | $1.7M |
| Lifeworks Advisors, LLC | 0.22% | Reduce -3.7% | 30,458 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +95.4% | 30,272 | $1.7M |
| Twin Focus Capital Partners, LLC | 0.20% | Reduce -5.3% | 29,982 | $1.7M |
| PFG Advisors | 0.08% | Reduce -18.3% | 29,685 | $1.7M |
| Bridgewealth Advisory Group, LLC | 0.35% | Add +6.5% | 29,625 | $1.7M |
| Thayer Financial, L.L.C. | 1.70% | Reduce -0.7% | 29,477 | $1.7M |
| Idaho Trust Co | 0.54% | Reduce -22.2% | 29,346 | $1.7M |
| Altman Advisors, Inc. | 0.69% | Add +1.6% | 144,374 | $1.7M |
| OneAscent Financial Services LLC | 0.09% | New | 29,307 | $1.7M |
| Wall Capital Group, Inc. | 1.77% | Add +8.2% | 29,261 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Add +1.3% | 27,347 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +128.0% | 28,816 | $1.6M |
| Wealth Management Resources, Inc. | 0.57% | Reduce -0.3% | 28,763 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -34.6% | 28,593 | $1.6M |
| Fiduciary Trust Co | 0.02% | No change | 28,580 | $1.6M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.48% | New | 28,362 | $1.6M |
| Integrity Wealth Solutions LLC | 0.62% | Add +1.2% | 28,055 | $1.6M |
| Redwood Financial Network Corp | 1.03% | Reduce -2.8% | 27,842 | $1.6M |
| Dagco, Inc. | 0.34% | Add +0.0% | 27,740 | $1.6M |
| PFG Investments, LLC | 0.07% | Add +29.0% | 27,507 | $1.6M |
| WealthShield Partners, LLC | 0.17% | Reduce -2.2% | 27,152 | $1.5M |
| Liberty Square Wealth Partners LLC | 0.43% | No change | 27,000 | $1.5M |
| Private Client Services, LLC | 0.46% | Add +0.3% | 26,979 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -10.0% | 26,784 | $1.5M |
| Index Fund Advisors, Inc. | 0.07% | Add +0.5% | 26,745 | $1.5M |
| Coastal Bridge Advisors, LLC | 0.11% | Add +13.9% | 26,701 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +295.9% | 26,638 | $1.5M |
| Flagship Private Wealth, LLC | 0.61% | Reduce -0.3% | 26,581 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Add +6.2% | 26,549 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -2.4% | 26,347 | $1.5M |
| Integrated Advisors Network LLC | 0.08% | Add +7.1% | 26,174 | $1.5M |
| RHS Financial, LLC | 0.70% | Add +49.8% | 26,023 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.32% | Reduce -23.5% | 26,018 | $1.5M |
| GTS Securities LLC | 0.05% | Reduce -24.8% | 25,859 | $1.5M |
| Redwood Investment Management, LLC | 0.18% | Reduce -5.1% | 25,827 | $1.5M |
| Boyum Wealth Architects LLC | 0.60% | Add +1.1% | 24,113 | $1.4M |
| Fourth Dimension Wealth, LLC | 0.54% | Reduce -8.7% | 25,321 | $1.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Add +0.2% | 25,254 | $1.4M |
| REDW Wealth LLC | 0.57% | Add +0.0% | 25,189 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 25,177 | $1.4M |
| Pacific Excel Wealth Advisors, Inc. | 1.50% | Add +37.3% | 25,142 | $1.4M |
| Third View Private Wealth, LLC | 0.19% | Reduce -11.6% | 25,129 | $1.4M |
| Roan Capital Partners | 1.31% | — | 25,034 | $1.4M |
| Townsquare Capital LLC | 0.32% | Reduce -34.0% | 24,936 | $1.4M |
| Intrua Financial, LLC | 0.15% | Add +3.6% | 24,866 | $1.4M |
| Riverpoint Wealth Management Holdings, LLC | 0.30% | Add +0.3% | 24,839 | $1.4M |
| Diversified Portfolios, Inc. | 0.12% | Add +2.0% | 24,837 | $1.4M |
| Commonwealth Financial Services, LLC | 0.22% | No change | 24,641 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +165.5% | 24,474 | $1.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Add +49.8% | 24,346 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -53.5% | 24,253 | $1.4M |
| Legacy Edge Advisors, LLC | 0.14% | Add +11.7% | 23,883 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.19% | Add +19.7% | 23,868 | $1.4M |
| Sequent Planning LLC | 0.33% | Add +1.1% | 23,807 | $1.3M |
| Callan Family Office, LLC | 0.03% | Reduce -12.0% | 23,628 | $1.3M |
| Alliance Private Wealth, LLC | 0.48% | No change | 23,583 | $1.3M |
| Rik Saylor Financial, Inc. | 0.98% | Add +1.1% | 22,870 | $1.3M |
| Ellevest, Inc. | 0.18% | Reduce -1.6% | 22,767 | $1.3M |
| White Pine Capital LLC | 0.35% | Reduce -4.2% | 22,677 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +5.5% | 22,636 | $1.3M |
| Optivise Advisory Services LLC | 0.77% | Add +1.3% | 22,496 | $1.3M |
| Graney & King, LLC | 0.69% | Reduce -1.0% | 22,467 | $1.3M |
| Lantern Wealth Advisors, LLC | 0.65% | Add +11.5% | 22,439 | $1.3M |
| Matauro, LLC | 0.18% | Reduce -1.3% | 22,255 | $1.3M |
| Krilogy Financial LLC | 0.04% | Add +0.1% | 21,293 | $1.2M |
| Global Assets Advisory, LLC | 0.35% | New | 3,742 | $1.2M |
| Towerpoint Wealth, LLC | 0.49% | Reduce -0.5% | 21,287 | $1.2M |
| GGM Financial LLC | 0.55% | Add +0.3% | 21,147 | $1.2M |
| Tempus Wealth Planning, LLC | 0.27% | Reduce -1.8% | 20,870 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -1.7% | 20,599 | $1.2M |
| Tidal Investments LLC | 0.00% | Reduce -0.4% | 20,578 | $1.2M |
| Schrum Private Wealth Management LLC | 0.88% | Reduce -0.9% | 20,490 | $1.2M |
| Wagner Wealth Management, Corp | 1.03% | Reduce -63.7% | 20,362 | $1.2M |
| Argent Trust Co | 0.04% | Reduce -2.9% | 20,336 | $1.2M |
| Root Financial Partners, LLC | 0.05% | Add +0.8% | 20,313 | $1.1M |
| Centerpoint Advisors, LLC | 0.37% | Reduce -0.8% | 20,178 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +15.0% | 20,149 | $1.1M |
| Frisch Financial Group, Inc. | 0.24% | Add +0.2% | 20,144 | $1.1M |
| Wells Financial Advisors INC | 5.03% | Reduce -32.8% | 19,525 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.10% | Reduce -1.5% | 19,420 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 19,105 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | Reduce -23.8% | 19,081 | $1.1M |
| Spring Capital Management, LLC | 0.53% | No change | 18,490 | $1.0M |
| Howard Wealth Management, LLC | 0.44% | Reduce -13.5% | 18,479 | $1.0M |
| Peck Wealth Management, LLC | 1.05% | Reduce -5.1% | 18,450 | $1.0M |
| Calton & Associates, Inc. | 0.15% | Reduce -19.8% | 18,418 | $1.0M |
| M3 Advisory Group, LLC | 0.64% | Add +4.8% | 18,413 | $1.0M |
| Advisors Capital Management, LLC | 0.01% | Reduce -12.1% | 18,364 | $1.0M |
| Regions Financial Corp. | 0.01% | Reduce -2.4% | 18,128 | $1.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.12% | Add +0.1% | 18,066 | $1.0M |
| SVB Wealth LLC | 0.07% | Reduce -64.5% | 17,922 | $1.0M |
| Waldron Private Wealth LLC | 0.04% | No change | 17,922 | $1.0M |
| Financial Insights, Inc. | 0.33% | Add +6.9% | 17,818 | $1.0M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.1% | 17,447 | $987K |
| Sequent Asset Management, LLC | 0.47% | Add +9.7% | 17,407 | $985K |
| Community Bank, N.A. | 0.12% | Add +0.5% | 17,198 | $973K |
| WJ Wealth Management, LLC | 0.45% | Reduce -4.7% | 16,930 | $958K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 16,765 | $949K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.1% | 16,634 | $941K |
| Diversified Management Inc. | 0.16% | New | 16,478 | $932K |
| Sherman Wealth Management LLC | 0.80% | Add +0.0% | 16,415 | $929K |
| Lowery Thomas, LLC | 0.53% | Reduce -2.0% | 16,276 | $921K |
| Integrated Capital Management, Inc. | 0.61% | Reduce -2.3% | 16,207 | $917K |
| Headland Capital, LLC | 0.26% | Reduce -0.2% | 16,135 | $913K |
| Galvin, Gaustad & Stein, LLC | 0.07% | Add +3.8% | 15,902 | $900K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -7.6% | 15,734 | $890K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -1.5% | 15,628 | $884K |
| Ironwood Financial, llc | 0.15% | No change | 15,582 | $882K |
| Brown Miller Wealth Management, LLC | 0.25% | Add +10.6% | 15,483 | $876K |
| Sfmg, LLC | 0.06% | No change | 15,479 | $876K |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -4.9% | 15,410 | $872K |
| GeoWealth Management, LLC | 0.03% | Add +4.1% | 15,376 | $870K |
| True Blue Financial, LLC | 0.68% | Add +80.1% | 15,322 | $867K |
| ForthRight Wealth Management, LLC | 0.25% | Add +7.8% | 15,291 | $865K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +56.5% | 15,240 | $862K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.36% | Add +0.0% | 15,221 | $861K |
| GM Advisory Group, LLC | 0.03% | Add +16.1% | 15,211 | $861K |
| RKL Wealth Management LLC | 0.08% | Reduce -9.1% | 15,118 | $855K |
| Greenspring Advisors, LLC | 0.05% | Reduce -0.4% | 14,988 | $848K |
| Choreo, LLC | 0.01% | Reduce -0.6% | 14,956 | $843K |
| Coordinated Financial Services, Inc. | 0.49% | Reduce -2.4% | 14,815 | $838K |
| Awm Capital, LLC | 0.08% | Add +0.4% | 14,675 | $830K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 14,589 | $825K |
| Kestra Investment Management, LLC | 0.01% | Add +52.6% | 14,574 | $825K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +138.5% | 14,465 | $818K |
| Lansing Street Advisors | 0.20% | Add +0.3% | 14,268 | $807K |
| Pennington Partners & Co., LLC | 0.28% | Add +150.1% | 14,263 | $807K |
| First National Bank of Omaha | 0.02% | Add +5.9% | 14,251 | $806K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -3.4% | 14,102 | $798K |
| Asempa Wealth Advisors | 0.69% | Reduce -15.6% | 14,039 | $795K |
| Lantz Financial LLC | 0.16% | Reduce -0.9% | 14,008 | $793K |
| Frazier Financial Advisors, LLC | 0.44% | Add +10.5% | 13,940 | $789K |
| Costello Asset Management, INC | 0.27% | Add +111.5% | 13,938 | $789K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.3% | 13,908 | $787K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -2.3% | 13,898 | $786K |
| Ritter Daniher Financial Advisory LLC / DE | 0.13% | Add +0.5% | 13,843 | $783K |
| BCGM Wealth Management, LLC | 0.20% | Add +0.0% | 13,765 | $779K |
| Caldwell Trust Co | 0.07% | No change | 13,669 | $773K |
| Alpha Zero LLC | 0.39% | No change | 13,610 | $770K |
| Sanchez Wealth Management Group | 0.17% | Reduce -4.1% | 13,586 | $769K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -46.1% | 13,413 | $759K |
| RDA Financial Network | 0.19% | Add +3.7% | 13,404 | $758K |
| Barnes Wealth Management Group, Inc | 0.38% | Reduce -11.8% | 13,393 | $758K |
| KM Capital Management Ltd. | 0.51% | Reduce -26.7% | 12,592 | $758K |
| Beacon Capital Management, LLC | 0.13% | Add +94.2% | 13,290 | $752K |
| Hirtle & Co., LLC | 0.03% | Reduce -0.1% | 13,286 | $752K |
| Wallington Asset Management, LLC | 0.10% | Add +3.0% | 13,270 | $751K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -20.5% | 13,237 | $749K |
| Embree Financial Group | 0.09% | Add +0.3% | 13,162 | $745K |
| Rockland Trust Co. | 0.03% | Reduce -20.0% | 13,090 | $741K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -4.1% | 13,050 | $738K |
| Serenus Wealth Advisors, LLC | 0.15% | Add +0.1% | 13,018 | $737K |
| Renaissance Technologies | 0.00% | New | 12,900 | $730K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.1% | 12,767 | $722K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.3% | 12,762 | $722K |
| First Trust Advisors LP | 0.00% | Add +6.6% | 12,735 | $721K |
| Castleview Partners, LLC | 0.37% | Add +4.4% | 12,733 | $720K |
| NewEdge Wealth, LLC | 0.01% | Add +8.7% | 12,584 | $712K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 12,497 | $707K |
| Kovack Advisors, Inc. | 0.04% | Add +0.5% | 12,363 | $700K |
| Mather Group, Llc. | 0.01% | Add +7.6% | 12,286 | $695K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 12,237 | $692K |
| Waterway Wealth Management, LLC | 0.15% | New | 12,190 | $690K |
| Impact Partnership Wealth, LLC | 0.08% | Reduce -18.9% | 12,127 | $686K |
| 4WEALTH Advisors, Inc. | 0.58% | Reduce -1.3% | 12,290 | $684K |
| Kirkwood Financial Services | 0.24% | Add +0.4% | 12,060 | $682K |
| Advance Capital Management, Inc. | 0.03% | Reduce -13.4% | 11,980 | $678K |
| Copley Financial Group, Inc. | 0.41% | Reduce -0.7% | 11,963 | $677K |
| Liberty Wealth Management LLC | 0.08% | Add +0.1% | 11,934 | $675K |
| Rossby Financial, LCC | 0.14% | Add +49.3% | 11,893 | $674K |
| Richmond Investment Services, LLC | 0.11% | Reduce -4.9% | 11,842 | $670K |
| Bank of Montreal | 0.00% | Reduce -44.0% | 11,796 | $667K |
| Beacon Financial Group | 0.07% | No change | 11,793 | $667K |
| Ascentis Independent Advisors | 0.05% | New | 11,769 | $666K |
| McDonald Partners LLC | 0.16% | Add +0.9% | 11,718 | $663K |
| Triad Wealth Partners, LLC | 0.05% | Reduce -23.1% | 11,691 | $661K |
| HBW Advisory Services LLC | 0.07% | Reduce -0.2% | 11,617 | $657K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.29% | Reduce -36.0% | 11,470 | $649K |
| Cadia Private Client LLC | 0.52% | Add +36.5% | 11,349 | $642K |
| Vestia Personal Wealth Advisors | 0.30% | Add +0.5% | 11,318 | $640K |
| Brand Asset Management Group, Inc. | 0.17% | Add +9.5% | 11,259 | $637K |
| Carnegie Investment Counsel | 0.01% | No change | 11,259 | $637K |
| Sei Investments Co. | 0.00% | Add +4.3% | 11,150 | $631K |
| PMG Wealth Management, Inc. | 0.45% | Add +1.9% | 11,068 | $626K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 11,045 | $625K |
| Diversified Enterprises, LLC | 0.03% | Add +0.2% | 10,972 | $621K |
| Wallace Advisory Group, LLC | 0.66% | Reduce -9.0% | 10,970 | $621K |
| Realta Investment Advisors | 0.21% | Add +2.6% | 10,879 | $616K |
| Strategic Financial Concepts, LLC | 0.15% | Reduce -6.3% | 10,817 | $612K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Reduce -19.7% | 10,761 | $609K |
| Perryman Financial Advisory Inc. | 0.09% | Add +2.0% | 10,744 | $608K |
| Rossmore Private Capital | 0.05% | Reduce -11.6% | 10,693 | $605K |
| Prospect Financial Services LLC | 0.37% | Add +3.9% | 10,665 | $603K |
| Vanguard Advisers Inc. | 0.00% | — | 10,658 | $603K |
| HF Advisory Group, LLC | 0.21% | Reduce -12.0% | 10,646 | $602K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.9% | 10,641 | $602K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $600K |
| Detalus Advisors, LLC | 0.14% | Add +0.6% | 10,603 | $600K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -94.2% | 10,567 | $598K |
| Soltis Investment Advisors LLC | 0.04% | Add +15.2% | 10,566 | $598K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,469 | $592K |
| Fortune 45 LLC | 0.29% | Reduce -21.1% | 10,455 | $592K |
| Centaurus Financial, Inc. | 0.03% | Add +0.1% | 10,384 | $588K |
| Peak Wealth Management LLC | 0.48% | No change | 10,376 | $587K |
| Tribridge Partners Financial LLC | 0.24% | Add +20.6% | 10,275 | $583K |
| Drive Wealth Management, LLC | 0.12% | Reduce -7.7% | 10,278 | $582K |
| 626 Financial, LLC | 0.26% | No change | 10,260 | $581K |
| Investments & Financial Planning, LLC | 0.31% | Reduce -0.2% | 10,217 | $578K |
| Rothschild Wealth LLC | 0.05% | Reduce -32.8% | 10,138 | $574K |
| Glass Jacobson Investment Advisors llc | 0.20% | No change | 10,096 | $571K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -0.7% | 9,784 | $554K |
| Pathway Financial Advisors LLC | 0.07% | No change | 9,730 | $552K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | Reduce -1.0% | 9,692 | $548K |
| Bogart Wealth, LLC | 0.02% | Add +12.8% | 9,653 | $546K |
| Arbor Wealth Advisors LLC | 0.38% | No change | 9,650 | $546K |
| DGS Capital Management, LLC | 0.09% | Reduce -2.8% | 9,612 | $544K |
| Bill Few Associates, Inc. | 0.13% | Add +17.2% | 9,603 | $543K |
| Midwest Trust Co | 0.01% | Reduce -0.1% | 9,553 | $541K |
| Altfest L J & Co. Inc. | 0.06% | Add +1.0% | 9,546 | $540K |
| Journey Retirement Planning & Investment Management LLC | 0.48% | Reduce -72.8% | 9,534 | $539K |
| MBL Wealth, LLC | 0.04% | Add +6.8% | 9,440 | $534K |
| Silverlake Wealth Management LLC | 0.11% | Add +44.9% | 9,434 | $534K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -2.9% | 9,429 | $533K |
| Brio Consultants, LLC | 0.06% | Reduce -2.9% | 8,848 | $531K |
| Dynamic Financial Group | 0.43% | Add +8.6% | 9,339 | $528K |
| Syon Capital LLC | 0.03% | Reduce -16.8% | 9,246 | $523K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.1% | 9,231 | $522K |
| Bluesphere Advisors LLC | 0.19% | Add +6.0% | 9,223 | $522K |
| Two Sigma Securities, LLC | 0.06% | New | 9,218 | $522K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.9% | 9,065 | $513K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +102.7% | 9,042 | $512K |
| Key Capital Management, INC | 0.34% | Add +1945.9% | 9,002 | $509K |
| First Financial Bank - Trust Division | 0.04% | Add +11.7% | 8,993 | $509K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 8,891 | $505K |
| DAVENPORT & Co LLC | 0.00% | Add +0.6% | 8,848 | $501K |
| Portland Financial Advisors Inc | 1.04% | Add +6.3% | 8,816 | $499K |
| Trueblood Wealth Management, LLC | 0.19% | Add +0.3% | 8,749 | $495K |
| Crescent Sterling, Ltd. | 0.48% | No change | 8,698 | $492K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -90.9% | 8,683 | $491K |
| Cascade Investment Advisors, Inc. | 0.29% | Add +12.2% | 8,670 | $491K |
| Drucker Wealth 3.0, LLC | 0.09% | Add +22.8% | 8,641 | $489K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -18.3% | 8,576 | $485K |
| Kraematon Investment Advisors, Inc. | 0.39% | Reduce -0.2% | 8,509 | $481K |
| International Assets Investment Management, LLC | 0.03% | Add +39.1% | 8,476 | $480K |
| Financial Solutions Advisory Group, Inc. | 0.07% | — | 8,460 | $479K |
| Liberty Atlantic Advisors LLC | 0.40% | Reduce -10.4% | 8,348 | $472K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.9% | 8,321 | $470K |
| Compass Financial Services Inc | 0.20% | Add +0.1% | 8,289 | $469K |
| BridgePort Financial Solutions, LLC | 0.13% | Add +0.3% | 8,223 | $465K |
| OakTrust Wealth Advisors, LLC | 0.42% | Reduce -12.2% | 8,200 | $464K |
| MCF Advisors LLC | 0.02% | Add +2.1% | 8,201 | $464K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.5% | 8,114 | $459K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -32.6% | 7,652 | $458K |
| GDS Wealth Management | 0.03% | Add +0.1% | 8,056 | $456K |
| Clarity Capital Advisors, LLC | 0.21% | No change | 8,021 | $454K |
| Arax Advisory Partners | 0.01% | Reduce -4.8% | 7,992 | $452K |
| Tilson Financial Group, Inc. | 0.14% | Reduce -1.6% | 7,984 | $452K |
| SHP Wealth Management | 0.03% | Reduce -20.3% | 7,949 | $450K |
| Johnson Wealth Management, LLC | 0.22% | No change | 7,937 | $449K |
| Capital Square, LLC | 0.21% | Add +12.0% | 7,572 | $448K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +9.0% | 7,892 | $447K |
| Snider Financial Group | 0.13% | Reduce -94.1% | 7,853 | $444K |
| South Shore Capital Advisors | 0.32% | Add +6.2% | 7,835 | $443K |
| O'Keefe Stevens Advisory, Inc. | 0.11% | New | 7,830 | $443K |
| Narus Financial Partners, LLC | 0.12% | Add +2.2% | 7,817 | $442K |
| Net Worth Advisory Group | 0.09% | Add +0.4% | 7,815 | $442K |
| Prairieview Wealth Partners, LLC | 0.36% | Add +4.7% | 7,815 | $442K |
| Daviman Financial, LLC | 0.26% | Reduce -15.2% | 7,753 | $439K |
| Oarsman Capital, Inc. | 0.05% | Reduce -8.4% | 7,739 | $438K |
| Composition Wealth, LLC | 0.01% | Reduce -30.0% | 7,713 | $436K |
| Darrow Company, Inc. | 0.20% | Reduce -13.8% | 7,841 | $436K |
| Sage Mountain Advisors LLC | 0.03% | No change | 7,660 | $433K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -5.6% | 7,627 | $432K |
| IMC-Chicago, LLC | 0.01% | Reduce -28.3% | 7,602 | $430K |
| Integrity Wealth Partners, LLC | 0.39% | — | 7,578 | $429K |
| Trustmark Bank Trust Department | 0.03% | Reduce -10.9% | 7,535 | $426K |
| Black Diamond Financial, LLC | 0.05% | Add +60.4% | 7,532 | $426K |
| Cahaba Wealth Management, Inc. | 0.03% | No change | 7,359 | $416K |
| Leo Wealth, LLC | 0.03% | Add +26.0% | 7,350 | $416K |
| Empirical Asset Management, LLC | 0.11% | Reduce -42.8% | 7,227 | $409K |
| Somerset Trust Co | 0.13% | Reduce -3.2% | 7,210 | $408K |
| Colter Lewis Investment Partners LLC | 0.38% | New | 7,209 | $408K |
| Dravo Bay LLC | 0.17% | Add +28.7% | 7,207 | $408K |
| Old Second National Bank of Aurora | 0.08% | Reduce -2.3% | 7,189 | $407K |
| Warren Street Wealth Advisors, LLC | 0.10% | Add +4.4% | 7,185 | $407K |
| Allie Family Office LLC | 0.18% | No change | 7,159 | $405K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,131 | $403K |
| SCS Capital Management LLC | 0.00% | No change | 7,131 | $403K |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 7,094 | $403K |
| Keebeck Wealth Management | 0.05% | No change | 7,116 | $403K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Reduce -11.7% | 7,114 | $402K |
| Iowa State Bank | 0.07% | No change | 7,100 | $402K |
| Retirement Planning Co of New England, Inc. | 0.16% | Add +0.1% | 7,069 | $400K |
| Aviso Wealth Management | 0.18% | Reduce -12.3% | 7,056 | $399K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | Reduce -8.1% | 7,019 | $397K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 7,018 | $397K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -56.3% | 7,002 | $396K |
| Cassilly Financial Group LLC | 0.34% | Add +2.9% | 6,961 | $394K |
| Mullaney, Keating & Wright, Inc. | 0.21% | Reduce -10.4% | 6,956 | $394K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 6,954 | $393K |
| Truepoint, Inc. | 0.01% | Reduce -4.5% | 6,940 | $393K |
| Caprock Group, LLC | 0.01% | No change | 6,939 | $393K |
| POM Investment Strategies, LLC | 0.48% | Reduce -96.7% | 6,856 | $388K |
| FWG Investments, LLC. | 0.25% | Reduce -8.5% | 6,832 | $387K |
| ETF Store, Inc. | 0.38% | Add +0.2% | 6,813 | $385K |
| Summit Wealth Group LLC / Co. | 0.04% | No change | 6,804 | $385K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 6,753 | $382K |
| AlphaCore Capital LLC | 0.01% | Reduce -32.2% | 6,740 | $381K |
| JMG Financial Group, Ltd. | 0.01% | No change | 6,695 | $379K |
| Colonial River Investments, LLC | 0.14% | Reduce -21.4% | 6,674 | $378K |
| ZEGA Investments, LLC | 0.07% | Add +72.4% | 6,674 | $378K |
| NWF Advisory Services Inc. | 0.04% | Add +24.1% | 6,672 | $378K |
| PUREfi Wealth, LLC | 0.24% | Reduce -9.7% | 6,584 | $373K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +0.5% | 6,581 | $372K |
| JMN Financial LLC | 0.36% | Reduce -4.1% | 6,565 | $371K |
| Everest Financial Group LLC | 0.06% | New | 6,519 | $369K |
| Americana Partners, LLC | 0.01% | Add +0.3% | 6,494 | $367K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +35.8% | 6,485 | $367K |
| Westbourne Investments, Inc. | 0.17% | Add +58.9% | 6,475 | $366K |
| Ruggiero Investments, Inc. | 0.35% | Reduce -11.0% | 6,469 | $366K |
| Twelve Points Wealth Management LLC | 0.08% | Reduce -0.1% | 6,396 | $362K |
| WNY Asset Management, LLC | 0.04% | — | 6,370 | $360K |
| Clearstead Advisors, LLC | 0.00% | No change | 6,358 | $360K |
| Vawter Financial, Ltd. | 0.15% | No change | 6,354 | $360K |
| Stiles Financial Services Inc | 0.11% | Add +1.3% | 6,350 | $359K |
| Ballast, Inc. | 0.08% | Reduce -2.1% | 6,331 | $358K |
| Curran Financial Partners, LLC | 0.06% | No change | 6,327 | $358K |
| Berger Financial Group, Inc | 0.02% | Add +17.5% | 6,297 | $356K |
| Ieq Capital, LLC | 0.00% | Add +4.9% | 6,290 | $356K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 6,273 | $355K |
| LCNB Corp. | 0.12% | No change | 6,250 | $354K |
| Richard W. Paul & Associates, LLC | 0.12% | No change | 6,228 | $352K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | Reduce -25.4% | 6,226 | $352K |
| Hengehold Capital Management LLC | 0.03% | Add +0.3% | 6,212 | $351K |
| Grandview Asset Management LLC | 0.10% | Reduce -11.9% | 6,182 | $350K |
| Cascade Financial Partners, LLC | 0.04% | New | 6,180 | $350K |
| Virtue Capital Management, LLC | 0.05% | New | 6,273 | $349K |
| Focused Wealth Management, Inc | 0.04% | Add +0.7% | 6,107 | $346K |
| Berkeley, Inc | 0.12% | No change | 6,104 | $345K |
| Thayer Partners, LLC / MA | 0.16% | Add +0.4% | 6,076 | $344K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | No change | 6,060 | $343K |
| Second Line Capital, LLC | 0.06% | Add +22.2% | 5,719 | $342K |
| Principal Securities, Inc. | 0.01% | Reduce -64.2% | 6,033 | $341K |
| Edgestream Partners, L.P. | 0.01% | Reduce -49.1% | 6,013 | $340K |
| Russell Investments Group, Ltd. | 0.00% | Add +13.6% | 5,987 | $339K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,918 | $335K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -2.7% | 5,770 | $335K |
| Evolution Wealth Advisors, LLC | 0.03% | No change | 5,900 | $334K |
| Lynx Investment Advisory | 0.16% | Reduce -26.4% | 5,889 | $333K |
| Pinion Investment Advisors, LLC | 0.08% | No change | 5,860 | $332K |
| GoalVest Advisory LLC | 0.06% | No change | 5,860 | $332K |
| Cibc World Market Inc. | 0.00% | Add +1.4% | 5,844 | $331K |
| Smallwood Wealth Investment Management, LLC | 0.17% | No change | 5,842 | $331K |
| First Community Trust NA | 0.24% | No change | 5,820 | $329K |
| Mascagni Wealth Management, Inc. | 0.23% | Reduce -2.9% | 5,811 | $329K |
| Essex Bank | 0.07% | Reduce -0.8% | 5,800 | $328K |
| Capital Investment Advisors, LLC | 0.00% | Add +3.6% | 5,762 | $326K |
| Mma Asset Management LLC | 0.11% | Add +0.2% | 5,754 | $326K |
| Reyes Financial Architecture, Inc. | 0.27% | No change | 5,747 | $325K |
| Fortitude Financial, LLC | 0.17% | Reduce -12.8% | 5,727 | $324K |
| Aprio Wealth Management, LLC | 0.02% | New | 5,720 | $324K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 5,690 | $322K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.7% | 5,683 | $322K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -15.7% | 5,674 | $321K |
| Tidemark, LLC | 0.08% | Reduce -3.9% | 5,661 | $320K |
| Sharper & Granite LLC | 0.11% | Reduce -4.6% | 5,649 | $320K |
| Huntington National Bank | 0.00% | New | 5,637 | $319K |
| Fiduciary Group, LLC | 0.03% | Add +5.4% | 5,547 | $314K |
| Range Advisory, LLC | 0.06% | Add +3.2% | 5,525 | $313K |
| Old Peak Finance LLC | 0.18% | No change | 5,511 | $312K |
| Procyon Advisors, LLC | 0.02% | New | 5,483 | $310K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -5.3% | 5,464 | $309K |
| SFG Wealth Management, LLC. | 0.13% | Reduce -4.9% | 5,435 | $308K |
| Hancock Whitney Corp. | 0.01% | Reduce -10.4% | 5,195 | $305K |
| Hegarty Advisors, LLC | 0.24% | Add +0.2% | 5,369 | $304K |
| Tranquility Partners, LLC | 0.11% | Reduce -1.1% | 5,362 | $303K |
| Annex Advisory Services, LLC | 0.01% | Reduce -0.7% | 5,348 | $303K |
| Shulman DeMeo Asset Management LLC | 0.06% | New | 5,333 | $302K |
| KLCM Advisors, Inc. | 0.03% | New | 5,327 | $301K |
| Strategic Blueprint, LLC | 0.02% | Reduce -32.6% | 5,313 | $301K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +3.4% | 5,309 | $300K |
| Everhart Financial Group, Inc. | 0.03% | Add +0.1% | 5,291 | $299K |
| QRG Capital Management, Inc. | 0.00% | New | 5,220 | $295K |
| Erickson Financial Group, LLC | 0.18% | No change | 5,182 | $293K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 5,164 | $292K |
| Byrne Financial Freedom, LLC | 0.14% | No change | 5,100 | $289K |
| Three Arch Wealth Management LLC | 0.05% | No change | 5,094 | $288K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 5,094 | $288K |
| Venture Visionary Partners LLC | 0.01% | Reduce -28.9% | 5,091 | $288K |
| MPWM Advisory Solutions, LLC | 0.15% | Add +1.3% | 5,074 | $287K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -1.9% | 5,046 | $286K |
| Lane Brothers & Co. Inc. | 0.21% | Reduce -1.8% | 5,034 | $285K |
| Ariadne Wealth Management, LP | 0.13% | No change | 5,029 | $285K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +0.0% | 5,026 | $284K |
| World Investment Advisors | 0.00% | Add +6.1% | 5,021 | $284K |
| Sterling Investment Counsel, LLC | 0.08% | Reduce -20.1% | 4,970 | $281K |
| Interchange Capital Partners, LLC | 0.09% | No change | 5,501 | $281K |
| SMART Wealth LLC | 0.08% | Reduce -29.0% | 4,944 | $280K |
| Kaizen Financial Strategies | 0.12% | Add +0.4% | 4,758 | $279K |
| HRT Financial LP | 0.00% | New | 4,876 | $275K |
| Marion Wealth Management | 0.06% | Add +0.3% | 4,857 | $275K |
| First Citizens Bank & Trust Co. | 0.01% | No change | 4,848 | $274K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,847 | $274K |
| Glenview Trust Co | 0.00% | No change | 4,834 | $274K |
| Hurley Capital, LLC | 0.15% | No change | 4,830 | $273K |
| Johnson Financial Group, Inc. | 0.01% | No change | 4,819 | $273K |
| Cambridge Advisors Inc. | 0.05% | Reduce -3.5% | 4,770 | $270K |
| Wise Wealth Partners | 0.36% | Add +0.0% | 4,735 | $268K |
| KPP Advisory Services LLC | 0.04% | Reduce -10.3% | 4,729 | $268K |
| Global View Capital Management LLC | 0.07% | Reduce -8.8% | 4,718 | $267K |
| HB Wealth Management, LLC | 0.00% | Add +2.3% | 4,707 | $266K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $266K |
| Amicus Financial Advisors, LLC | 0.07% | Reduce -8.3% | 4,701 | $266K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Reduce -0.3% | 4,499 | $265K |
| KRM Wealth Management L.L.C. | 0.14% | Add +0.4% | 4,642 | $263K |
| Elm Partners Management LLC | 0.01% | No change | 4,710 | $262K |
| Valued Retirements, Inc. | 0.26% | No change | 4,631 | $262K |
| Up Capital Management, Inc. | 0.29% | Add +0.3% | 4,622 | $262K |
| Chris Bulman Inc | 0.11% | Reduce -10.5% | 4,620 | $261K |
| Tactive Advisors, LLC | 0.07% | No change | 4,600 | $260K |
| Guardian Capital, LLC | 0.25% | New | 4,548 | $257K |
| Arrowroot Family Office, LLC | 0.08% | Reduce -5.3% | 4,529 | $256K |
| Wealth Alliance, LLC | 0.03% | Reduce -5.7% | 4,506 | $255K |
| Intellectus Partners, LLC | 0.05% | No change | 4,500 | $255K |
| Note Advisors, LLC | 0.13% | No change | 4,484 | $254K |
| Firethorn Wealth Partners, LLC | 0.09% | Reduce -11.1% | 4,481 | $254K |
| Goldstein Advisors, LLC | 0.03% | Add +0.6% | 4,473 | $253K |
| Choate Investment Advisors | 0.00% | No change | 4,454 | $252K |
| Principle Wealth Partners LLC | 0.01% | Reduce -6.2% | 4,434 | $251K |
| Grantvest Financial Group LLC | 0.16% | Add +2.3% | 4,424 | $250K |
| Mustard Seed Financial, LLC | 0.15% | Add +8.1% | 4,422 | $250K |
| Keybank National Association | 0.00% | Reduce -20.0% | 4,386 | $248K |
| Aegis Wealth Management, Inc. | 0.19% | Reduce -60.5% | 4,379 | $248K |
| Montz Harcus Wealth Management LLC | 0.10% | Add +5.9% | 4,350 | $246K |
| Valley National Advisers Inc. | 0.03% | No change | 4,352 | $246K |
| Legacies Wealth LLC | 0.16% | Reduce -5.2% | 4,340 | $246K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -20.4% | 4,337 | $245K |
| LexAurum Advisors, LLC | 0.03% | — | 4,328 | $245K |
| Phillips Financial Management, LLC | 0.02% | No change | 4,320 | $244K |
| Walleye Partners, LLC | 0.30% | No change | 4,300 | $243K |
| Oath Planning, LLC | 0.22% | Add +0.4% | 4,299 | $243K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $242K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.2% | 4,289 | $239K |
| Acute Investment Advisory, LLC | 2.67% | Reduce -42.2% | 4,204 | $238K |
| Forza Wealth Management, LLC | 0.08% | No change | 4,165 | $236K |
| Brookwood Investment Group LLC | 0.03% | Reduce -24.3% | 4,161 | $235K |
| Accel Wealth Management | 0.06% | Reduce -8.5% | 4,139 | $234K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -1.1% | 4,132 | $234K |
| TCTC Holdings, LLC | 0.01% | No change | 4,123 | $233K |
| Advisor Resource Council | 0.09% | Add +7.5% | 4,112 | $233K |
| HBK Sorce Advisory LLC | 0.00% | Add +6.2% | 3,869 | $233K |
| Hibernia Wealth Partners, LLC | 0.07% | New | 4,043 | $229K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -1.4% | 4,025 | $228K |
| SmartHarvest Portfolios, LLC | 0.09% | Add +4.6% | 4,008 | $227K |
| Stirlingshire Investments, Inc. | 0.20% | Reduce -5.4% | 4,004 | $227K |
| Empower Advisory Group, LLC | 0.00% | New | 4,004 | $227K |
| Integrity Advisory Solutions, LLC | 0.03% | Reduce -21.2% | 3,997 | $226K |
| Delta Capital Management LLC | 0.13% | No change | 4,000 | $226K |
| Veracity Capital LLC | 0.08% | Reduce -2.5% | 3,985 | $225K |
| IFS Group,LLC | 0.20% | — | 3,976 | $225K |
| Winch Advisory Services, LLC | 0.05% | Add +2.3% | 3,975 | $225K |
| Tucker Asset Management LLC | 0.07% | No change | 3,923 | $222K |
| Bayban | 0.19% | Reduce -12.2% | 3,917 | $222K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 3,903 | $221K |
| Asio Capital, LLC | 0.03% | No change | 3,903 | $221K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 3,968 | $221K |
| Cowa, LLC | 0.06% | Reduce -50.6% | 3,900 | $221K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Add +0.4% | 3,886 | $220K |
| National Bank of Canada | 0.00% | Add +33.2% | 3,876 | $219K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,845 | $218K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $217K |
| Peoples Bank | 0.13% | New | 3,816 | $216K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $216K |
| Westco Advisory Services Inc. | 0.14% | No change | 3,798 | $215K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +0.2% | 3,780 | $214K |
| Fiduciary Alliance LLC | 0.01% | Reduce -9.9% | 3,649 | $213K |
| Keenan, LLC | 0.18% | No change | 3,756 | $213K |
| Carlson Financial, Inc. | 0.12% | Add +0.2% | 3,706 | $210K |
| Summit Place Financial Advisors, LLC | 0.10% | No change | 3,675 | $208K |
| Bernardo Wealth Planning LLC | 0.04% | Add +0.0% | 3,674 | $208K |
| Stonebridge Financial Planning Group, LLC | 0.08% | No change | 3,652 | $207K |
| Wilkins Miller Wealth Management, LLC | 0.12% | Reduce -1.1% | 3,631 | $205K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 3,627 | $205K |
| AGH Wealth Advisors, LLC | 0.15% | New | 3,601 | $204K |
| Financial Strategies Group, Inc. | 0.03% | Reduce -1.1% | 3,453 | $204K |
| Villere St Denis J & Co. LLC | 0.02% | No change | 3,597 | $204K |
| Rockwood Wealth Management, LLC | 0.01% | No change | 3,589 | $203K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 3,570 | $202K |
| Nwam LLC | 0.01% | Reduce -4.7% | 3,562 | $202K |
| Falcon Wealth Planning | 0.01% | No change | 3,558 | $201K |
| Emerald Advisors, LLC | 0.03% | Reduce -1.9% | 3,553 | $201K |
| Concord Wealth Partners | 0.03% | Reduce -1.8% | 3,548 | $201K |
| AdviceOne Advisory Services, LLC | 0.12% | No change | 3,542 | $200K |
| Graetz Wealth LLC | 0.18% | Reduce -11.5% | 3,535 | $200K |
| Rothschild Investment LLC | 0.01% | No change | 3,506 | $198K |
| Brown, Lisle/Cummings, Inc. | 0.05% | No change | 3,450 | $195K |
| Topsail Wealth Management, LLC | 0.03% | Add +5.3% | 3,450 | $195K |
| Hantz Financial Services, Inc. | 0.00% | Add +61.4% | 3,418 | $193K |
| LRI Investments, LLC | 0.02% | No change | 3,383 | $191K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -0.9% | 3,293 | $186K |
| Operose Advisors LLC | 0.04% | Add +15.7% | 3,202 | $181K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,179 | $180K |
| SBI Securities Co., Ltd. | 0.00% | Add +3.9% | 3,076 | $174K |
| Pin Oak Investment Advisors Inc. | 0.12% | No change | 3,026 | $171K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.9% | 2,964 | $168K |
| Ancora Advisors LLC | 0.00% | Reduce -1.1% | 2,961 | $168K |
| Blue Trust, Inc. | 0.00% | Add +9.3% | 2,959 | $167K |
| TD Waterhouse Canada Inc. | 0.00% | Add +127.9% | 2,872 | $162K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 2,774 | $157K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $156K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.8% | 2,707 | $153K |
| Archer Investment Corp | 0.03% | Add +68.7% | 2,547 | $144K |
| Heritage Wealth Advisors | 0.01% | No change | 2,494 | $141K |
| Clear Investment Research, LLC | 0.21% | New | 2,409 | $136K |
| Murphy & Mullick Capital Management Corp | 0.10% | No change | 2,403 | $136K |
| Urban Financial Advisory Corp | 0.05% | Add +0.3% | 2,290 | $130K |
| Noble Wealth Management PBC | 0.07% | Reduce -2.2% | 2,265 | $128K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,235 | $126K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,164 | $122K |
| Independence Bank of Kentucky | 0.02% | No change | 2,159 | $122K |
| Darwin Wealth Management, LLC | 0.04% | Add +0.4% | 2,115 | $120K |
| Acropolis Investment Management, LLC | 0.00% | New | 1,946 | $110K |
| Bare Financial Services, Inc | 0.03% | Reduce -8.5% | 1,830 | $104K |
| NBT Bank, N.A. | 0.01% | Add +82.3% | 1,825 | $103K |
| Strive Financial Group ,LLC | 0.05% | Add +0.1% | 1,792 | $101K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 1,765 | $100K |
| True Link Financial Advisors, LLC | 0.01% | New | 1,747 | $99K |
| Evolution Wealth Management Inc. | 0.07% | No change | 1,737 | $98K |
| Basepoint Wealth LLC | 0.05% | Add +0.4% | 1,676 | $95K |
| Dunhill Financial, LLC | 0.02% | No change | 1,658 | $94K |
| Main Street Group, LTD | 0.03% | New | 1,648 | $93K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,628 | $92K |
| Maseco LLP | 0.00% | No change | 1,606 | $91K |
| Pacific Center for Financial Services | 0.02% | No change | 1,580 | $89K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,533 | $87K |
| Pinney & Scofield, Inc. | 0.05% | No change | 1,514 | $86K |
| Hickory Point Bank & Trust | 0.06% | New | 1,507 | $85K |
| Knuff & Co LLC | 0.03% | New | 1,502 | $85K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $83K |
| Marshall Investment Management, LLC | 0.04% | New | 1,459 | $83K |
| Manchester Capital Management LLC | 0.01% | No change | 1,450 | $82K |
| Lloyd Advisory Services, LLC. | 0.02% | New | 1,360 | $77K |
| Kingdom Financial Group LLC. | 0.02% | Add +0.4% | 1,360 | $77K |
| Trust Co | 0.01% | Add +84.9% | 1,339 | $76K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.4% | 1,259 | $75K |
| Thompson Investment Management, Inc. | 0.01% | Add +0.3% | 1,304 | $74K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -30.9% | 1,291 | $73K |
| Steph & Co. | 0.02% | Add +44.5% | 1,279 | $72K |
| Wagner Wealth Management, LLC | 0.01% | Add +47.3% | 1,196 | $68K |
| Westside Investment Management, Inc. | 0.01% | Reduce -19.3% | 1,160 | $66K |
| First Financial Corp. | 0.03% | No change | 1,157 | $65K |
| Asset Dedication, LLC | 0.00% | No change | 1,122 | $63K |
| Global Wealth Strategies & Associates | 0.02% | Add +12.9% | 1,112 | $63K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 1,068 | $60K |
| Access Investment Management LLC | 0.02% | No change | 1,050 | $59K |
| Ballast Advisors LLC | 0.02% | Add +3.7% | 1,044 | $59K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,024 | $58K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 1,021 | $58K |
| Sound Income Strategies, LLC | 0.00% | Reduce -49.1% | 1,000 | $57K |
| SouthState Bank Corp | 0.00% | New | 1,000 | $57K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,000 | $57K |
| NFSG Corp | 0.01% | No change | 911 | $52K |
| Salem Investment Counselors Inc. | 0.00% | New | 898 | $51K |
| Byrne Asset Management LLC | 0.03% | Reduce -2.8% | 172 | $50K |
| Essential Partners LLC | 0.02% | No change | 869 | $49K |
| Grand Wealth Management, LLC | 0.02% | No change | 841 | $48K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 840 | $48K |
| TopTier Wealth Management, LLC | 0.03% | New | 810 | $46K |
| Evelyn Partners Asset Management Ltd | 0.01% | New | 806 | $46K |
| TFC Financial Management, Inc. | 0.01% | No change | 799 | $45K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 796 | $45K |
| DecisionPoint Financial, LLC | 0.01% | Add +118.0% | 750 | $42K |
| Crewe Advisors LLC | 0.00% | Reduce -42.1% | 739 | $42K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $42K |
| Kilter Group LLC | 0.02% | No change | 721 | $41K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 710 | $40K |
| Curio Wealth, LLC | 0.01% | Add +0.4% | 705 | $40K |
| First Command Advisory Services, Inc. | 0.00% | New | 696 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 692 | $39K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 671 | $38K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.3% | 664 | $38K |
| Align Financial, LLC | 0.02% | Reduce -98.2% | 661 | $37K |
| Wealth Science Advisors LLC | 0.02% | New | 654 | $37K |
| Financial Consulate, Inc. | 0.00% | No change | 651 | $37K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 638 | $36K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 619 | $35K |
| Zions Bancorporation, National Association | 0.00% | New | 617 | $35K |
| Lodestone Wealth Management LLC | 0.01% | Add +0.3% | 614 | $35K |
| Park Place Capital Corp | 0.01% | No change | 597 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 576 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $32K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $32K |
| CDKV Holdings LLC | 0.03% | No change | 560 | $32K |
| PlanVest Financial, Inc | 0.02% | — | 553 | $31K |
| Triumph Capital Management | 0.01% | No change | 548 | $31K |
| CVA Family Office, LLC | 0.00% | Add +0.4% | 539 | $30K |
| Tompkins Financial Corp. | 0.00% | No change | 526 | $30K |
| Advisortrust Partners, LLC | 0.01% | New | 518 | $29K |
| Fiduciary Advisors, Inc. | 0.02% | Add +0.2% | 509 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 503 | $28K |
| Signature Equity Partners, LLC | 0.02% | Add +163.2% | 500 | $28K |
| Meramec Financial Planners, LLC | 0.01% | New | 475 | $28K |
| Leo H. Evart, Inc. | 0.02% | — | 445 | $25K |
| Glenmede Trust Co. NA | 0.00% | No change | 442 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 432 | $24K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 402 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 395 | $22K |
| Napier Financial, LLC | 0.00% | New | 381 | $22K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 375 | $21K |
| Wellington-Altus USA Inc. | 0.01% | No change | 346 | $21K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 371 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $19K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $19K |
| EPG Wealth Management LLC | 0.01% | Add +658.1% | 326 | $18K |
| RHL Group, LLC | 0.02% | New | 325 | $18K |
| City Holding Co. | 0.00% | No change | 305 | $17K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 301 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 290 | $16K |
| Godsey & Gibb, Inc. | 0.00% | New | 286 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 284 | $16K |
| Team Financial Group, LLC | 0.01% | Add +0.4% | 281 | $16K |
| Birchbrook, Inc. | 0.01% | New | 269 | $15K |
| McGuire Capital Advisors Inc. | 0.01% | New | 266 | $15K |
| Networth Advisors, LLC | 0.01% | No change | 263 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -45.9% | 250 | $14K |
| Abound Wealth Management | 0.00% | Add +37.4% | 239 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 229 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 220 | $12K |
| Avion Wealth | 0.00% | No change | 212 | $12K |
| WPG Advisers, LLC | 0.01% | No change | 209 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -61.5% | 203 | $11K |
| DT Investment Partners, LLC | 0.00% | No change | 200 | $11K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 200 | $11K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $11K |
| Bessemer Group Inc. | 0.00% | No change | 200 | $11K |
| Go Invest LLC | 0.00% | Add +12.3% | 191 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 190 | $11K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 181 | $10K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 179 | $10K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Reduce -46.3% | 166 | $10K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 163 | $9K |
| Addison Advisors LLC | 0.00% | New | 163 | $9K |
| Blueline Advisors LLC | 0.01% | No change | 140 | $8K |
| First Pacific Financial | 0.00% | New | 138 | $8K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 136 | $8K |
| United Community Bank | 0.00% | Reduce -51.5% | 128 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 124 | $7K |
| Magnolia Wealth Management, LLC | 0.00% | New | 122 | $7K |
| Eastern Bank | 0.00% | No change | 120 | $7K |
| Anfield Capital Management, LLC | 0.00% | No change | 118 | $7K |
| GAMMA Investing LLC | 0.00% | No change | 117 | $7K |
| REAP Financial Group, LLC | 0.00% | No change | 116 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 114 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 112 | $6K |
| Robinswood Financial LLC | 0.00% | New | 107 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 100 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 92 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| Banque Transatlantique SA | 0.00% | New | 74 | $4K |
| CNB Bank | 0.00% | No change | 72 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | New | 62 | $4K |
| Destiny Wealth Partners, LLC | 0.00% | New | 62 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 66 | $3K |
| Monetary Solutions, Ltd | 0.00% | No change | 50 | $3K |
| Spurstone Advisory Services, LLC | 0.04% | No change | 40 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $2K |
| Capital & Planning, LLC | 0.00% | New | 27 | $2K |
| Breakwater Investment Management | 0.00% | No change | 26 | $1K |
| IFG Advisory, LLC | 0.00% | Reduce -100.0% | 24 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 17 | $962 |
| Rialto Wealth Management, LLC | 0.00% | No change | 16 | $906 |
| True Wealth Design, LLC | 0.00% | New | 7 | $397 |
| Founders Capital Management | 0.00% | No change | 4 | $243 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $178 |
"% 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.