SS SPDR P S&P 500 Value ETFSPYVETF
13F holders, Q2 2026 (June 30)1,217holders +32
92new positions
52sold out
8famous investors
$60.81avg. 13F price*
At the end of Q2 2026, 1,217 institutions reported holding SS SPDR P S&P 500 Value ETF (SPYV) in their 13F filings, up 32 from Q1 2026. 92 opened new positions and 52 sold out. The largest holders were Financial Engines Advisors L.L.C. ($5.0B), LPL Financial LLC ($3.2B) and Goldman Sachs Group Inc. ($1.4B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR P S&P 500 Value ETF
- Filed as
- SPDR SERIES TRUST (Q2 2026)
- CUSIP
- 78464A508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $272.6M |
| Exits | 52 | $45.5M |
All 13F filers, Q1 2026 → Q2 2026: 38,222,372 shares bought and 16,249,709 shares sold, net +21,972,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,217 holders
| Financial Engines Advisors L.L.C. | 8.95% | Add +1.9% | 82,942,783 | $5.0B |
| LPL Financial LLC | 0.71% | Add +1.0% | 52,010,628 | $3.2B |
| Goldman Sachs Group Inc. | 0.15% | Add +1.5% | 23,183,404 | $1.4B |
| Allworth Financial LP | 4.78% | Reduce -6.5% | 18,476,358 | $1.1B |
| Bank of America Corp. | 0.07% | Add +141.7% | 17,485,355 | $1.1B |
| Morgan Stanley | 0.03% | Add +3.6% | 9,712,590 | $590.4M |
| Valmark Advisers, Inc. | 5.98% | Add +2.9% | 9,260,907 | $563.0M |
| Ameriprise Financial Inc. | 0.09% | Add +3.8% | 7,578,412 | $460.7M |
| Raymond James Financial Inc. | 0.12% | Add +9.0% | 6,984,307 | $424.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -4.4% | 6,598,736 | $401.2M |
| Manufacturers Life Insurance Company, The | 0.30% | Add +1807.9% | 6,312,030 | $383.7M |
| Willis Johnson & Associates, Inc. | 21.17% | Add +3.0% | 6,252,618 | $380.1M |
| UBS Group AG | 0.06% | Reduce -1.0% | 6,096,814 | $370.6M |
| Equitable Holdings, Inc. | 1.91% | Add +7.4% | 5,262,630 | $319.6M |
| Advisory Alpha, LLC | 7.36% | Reduce -0.1% | 4,938,446 | $300.2M |
| NorthRock Partners, LLC | 4.32% | Add +6.6% | 4,889,672 | $297.2M |
| Royal Bank of Canada | 0.05% | Add +13.5% | 4,880,123 | $296.7M |
| Connecticut Wealth Management, LLC | 10.49% | Add +8.7% | 4,665,939 | $283.6M |
| Vantagepoint Investment Advisers LLC | 1.96% | Reduce -0.6% | 4,302,423 | $261.5M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -10.4% | 4,300,158 | $261.4M |
| Cetera Investment Advisers | 0.23% | Reduce -0.5% | 4,186,310 | $254.5M |
| Dynasty Wealth Management, LLC | 1.84% | Add +2.8% | 4,083,530 | $248.2M |
| Quotient Wealth Partners, LLC | 5.65% | Add +2.6% | 3,939,693 | $239.5M |
| Cerity Partners LLC | 0.27% | Add +1.7% | 3,664,076 | $222.7M |
| AE Wealth Management LLC | 1.02% | Reduce -0.1% | 3,582,797 | $217.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.73% | Reduce -5.9% | 3,495,135 | $212.5M |
| HighTower Advisors, LLC | 0.19% | Add +4.2% | 3,210,846 | $195.2M |
| Stifel Financial Corp. | 0.16% | Add +18.1% | 3,144,532 | $191.2M |
| Private Advisor Group, LLC | 0.85% | Add +10.4% | 3,052,238 | $185.5M |
| Horizon Investments, LLC | 2.03% | Reduce -42.8% | 3,048,861 | $185.3M |
| Osaic Holdings, Inc. | 0.21% | Add +8.7% | 2,959,304 | $179.9M |
| Diversify Advisory Services, LLC | 2.95% | New | 2,818,867 | $175.4M |
| Diversify Wealth Management, LLC | 2.95% | Add +7.7% | 2,818,867 | $175.4M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +0.4% | 2,831,310 | $174.8M |
| Octavia Wealth Advisors, LLC | 14.79% | Add +3.5% | 2,818,236 | $171.3M |
| Gerber Kawasaki Wealth & Investment Management | 4.37% | Add +5.5% | 2,693,155 | $163.7M |
| Lutz Financial Services LLC | 9.24% | Add +2.5% | 2,496,836 | $151.8M |
| Benjamin Edwards Inc. | 1.32% | Add +19.9% | 2,375,737 | $144.4M |
| Jones Financial Companies LLLP | 0.06% | Add +60.3% | 2,368,033 | $143.5M |
| Wells Fargo & Company | 0.02% | Add +9.2% | 2,352,228 | $143.0M |
| Angeles Wealth Management, LLC | 6.43% | Add +5.1% | 2,311,111 | $140.5M |
| Commonwealth Equity Services, LLC | 0.17% | Add +28.7% | 2,167,693 | $131.8M |
| Betterment LLC | 0.22% | Reduce -3.9% | 2,158,735 | $131.2M |
| AlphaStar Capital Management, LLC | 7.86% | Add +4.1% | 2,033,800 | $123.6M |
| Magnus Financial Group LLC | 8.36% | Add +5.1% | 1,931,275 | $117.4M |
| Old National Bancorp | 2.33% | Reduce -1.0% | 1,922,651 | $116.9M |
| Nicolet Bankshares Inc. | 3.68% | Reduce -0.1% | 1,884,218 | $115.8M |
| First National Trust Co | 3.92% | Reduce -0.3% | 1,898,954 | $115.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -13.3% | 1,870,677 | $113.7M |
| IHT Wealth Management, LLC | 2.36% | Add +11.0% | 1,828,577 | $111.2M |
| Bell Bank | 3.93% | Reduce -3.4% | 1,694,652 | $103.0M |
| Mariner, LLC | 0.10% | Reduce -25.3% | 1,564,264 | $95.1M |
| Founders Financial Securities LLC | 4.75% | Add +5.2% | 1,525,773 | $92.8M |
| Simon Quick Advisors, LLC | 3.74% | Reduce -0.4% | 1,524,098 | $92.6M |
| Exchange Traded Concepts, LLC | 0.45% | Add +14.5% | 1,488,475 | $90.5M |
| MML Investors Services, LLC | 0.18% | Add +23.5% | 1,486,410 | $90.4M |
| Dakota Wealth Management | 1.59% | Add +19.4% | 1,367,223 | $83.1M |
| KWB Wealth | 7.10% | Reduce -16.1% | 1,365,288 | $83.0M |
| Integrated Wealth Concepts LLC | 0.54% | Reduce -8.8% | 1,353,074 | $82.3M |
| Flagship Harbor Advisors, LLC | 3.11% | Add +2.7% | 1,337,444 | $81.3M |
| Convergence Financial, LLC | 5.86% | Reduce -24.4% | 1,211,498 | $73.6M |
| Klingman & Associates, LLC | 3.04% | Add +0.0% | 1,173,526 | $71.3M |
| Flputnam Investment Management Co. | 0.79% | Reduce -0.5% | 1,096,659 | $66.7M |
| 71 West Capital Partners | 2.25% | Reduce -0.6% | 1,072,643 | $65.2M |
| FMR LLC | 0.00% | Add +0.6% | 1,054,676 | $64.1M |
| Confluence Investment Management LLC | 0.99% | Add +32.5% | 1,047,254 | $63.7M |
| Summit Financial, LLC | 0.68% | Add +6.1% | 1,024,625 | $62.3M |
| Waverly Advisors, LLC | 0.35% | Add +17.9% | 996,736 | $60.6M |
| Whitcomb & Hess, Inc. | 13.02% | Add +2.9% | 991,666 | $60.3M |
| N.E.W. Advisory Services LLC | 3.97% | Reduce -1.1% | 977,108 | $59.4M |
| Tsfg, LLC | 7.14% | Add +19.6% | 932,631 | $56.7M |
| Prudential Financial Inc. | 0.06% | Add +72.1% | 904,959 | $55.0M |
| Nottingham Advisors, Inc. | 6.53% | Reduce -13.9% | 747,960 | $54.7M |
| CGN Advisors LLC | 3.82% | Reduce -2.2% | 859,839 | $52.3M |
| Courier Capital LLC | 2.58% | Add +8.3% | 849,798 | $51.7M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +4.5% | 849,235 | $51.6M |
| Moneco Advisors, LLC | 3.15% | Add +13.9% | 846,807 | $51.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +57.9% | 843,541 | $51.3M |
| Leicht Financial Planning & Wealth Management, Inc. | 20.68% | Add +1.2% | 830,431 | $50.5M |
| Balanced Wealth Group LLC | 15.88% | Add +2.0% | 827,687 | $50.2M |
| Perennial Investment Advisors, LLC | 3.30% | Reduce -3.4% | 813,155 | $49.4M |
| Facet Wealth, Inc. | 0.69% | Reduce -10.0% | 793,438 | $48.2M |
| Arrow Financial Corp | 4.19% | Reduce -1.4% | 770,376 | $46.8M |
| Corient Private Wealth LP | 0.06% | Reduce -25.5% | 770,094 | $46.8M |
| Elevation Point Wealth Partners, LLC | 0.86% | New | 767,081 | $46.6M |
| Tennessee Valley Asset Management Partners | 5.13% | Add +1.9% | 764,278 | $46.5M |
| Creative Planning | 0.03% | Add +6.3% | 739,442 | $45.0M |
| Avior Wealth Management, LLC | 1.18% | Add +0.1% | 739,292 | $44.9M |
| CoreCap Advisors, LLC | 1.28% | Reduce -40.1% | 715,808 | $43.5M |
| ERn Financial, LLC | 7.17% | Add +2.0% | 712,567 | $43.3M |
| Constellation Investments, Inc. | 1.36% | No change | 712,000 | $43.3M |
| Vicus Capital | 2.77% | Reduce -0.9% | 705,222 | $42.9M |
| Accredited Investors Inc. | 1.84% | Reduce -3.0% | 701,724 | $42.7M |
| Higgins & Schmidt Wealth Strategies LLC | 17.00% | Add +5.9% | 677,779 | $41.2M |
| Great Valley Advisor Group, Inc. | 0.64% | Add +7.6% | 668,835 | $40.7M |
| Alta Wealth Advisors LLC | 10.81% | Add +2.2% | 656,065 | $39.9M |
| Pinnacle Wealth Planning Services, Inc. | 3.63% | Add +1.1% | 626,738 | $38.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -9.5% | 606,028 | $36.8M |
| Geneos Wealth Management Inc. | 0.73% | Add +0.0% | 591,302 | $35.9M |
| Gladstone Institutional Advisory LLC | 1.14% | Reduce -12.8% | 590,728 | $35.9M |
| Waller Financial Planning Group, Inc. | 7.23% | Reduce -3.0% | 577,788 | $35.1M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 575,516 | $35.0M |
| McNamara Financial Services, Inc. | 6.01% | Add +0.9% | 573,157 | $34.8M |
| HighPoint Advisor Group LLC | 1.23% | Reduce -2.8% | 572,226 | $34.8M |
| Compton Financial Group, LLC | 6.67% | Reduce -47.6% | 569,655 | $34.6M |
| NewEdge Advisors, LLC | 0.10% | Add +8.4% | 565,797 | $34.4M |
| Brandywine Oak Private Wealth LLC | 2.61% | Add +1.0% | 565,753 | $34.4M |
| Fifth Third Securities, Inc. | 1.94% | Add +4.2% | 560,275 | $34.1M |
| Roberts Financial Services LLC | 9.84% | Add +0.6% | 552,950 | $33.6M |
| Shepherd Financial Partners LLC | 2.76% | Reduce -22.6% | 552,003 | $33.6M |
| Navigation Group, LLC | 6.44% | Add +0.0% | 544,682 | $33.1M |
| Choice Wealth Advisors LLC | 11.62% | Add +0.3% | 544,554 | $33.1M |
| Kingsview Wealth Management, LLC | 0.39% | Add +15.6% | 525,435 | $31.9M |
| BIP Wealth, LLC | 0.90% | Add +20.5% | 520,295 | $31.6M |
| Avantax Planning Partners, Inc. | 0.77% | Reduce -6.6% | 509,111 | $30.9M |
| Harbor Group, Inc. | 3.58% | Add +3.2% | 500,828 | $30.4M |
| Leslie Global Wealth, LLC | 11.80% | Add +1.0% | 498,627 | $30.3M |
| Fifth Third Wealth Advisors LLC | 0.85% | Reduce -1.2% | 498,018 | $30.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.2% | 494,457 | $30.1M |
| Marathon Mission, Inc. | 14.98% | Add +6.7% | 493,644 | $30.0M |
| SkyOak Wealth, LLC | 4.85% | Reduce -6.0% | 487,942 | $29.7M |
| Rodgers & Associates, LTD | 2.69% | Reduce -2.2% | 487,758 | $29.7M |
| Hamilton Capital, LLC | 1.46% | Reduce -0.5% | 483,626 | $29.4M |
| Mgo One Seven LLC | 0.47% | Add +0.7% | 464,874 | $28.3M |
| First Heartland Consultants, Inc. | 1.82% | Add +10.7% | 463,488 | $28.2M |
| MBE Wealth Management, LLC | 9.82% | Add +2.1% | 459,724 | $27.9M |
| Wealth Advisors of Iowa, LLC | 7.51% | Add +9.9% | 456,134 | $27.7M |
| Riversedge Advisors, LLC | 3.68% | Reduce -0.6% | 455,543 | $27.7M |
| MCF Advisors LLC | 0.98% | Add +5428.5% | 453,394 | $27.6M |
| Savant Capital, LLC | 0.08% | Add +104.4% | 466,816 | $27.5M |
| Truist Financial Corp. | 0.03% | Reduce -1.9% | 447,664 | $27.2M |
| Baird Financial Group, Inc. | 0.04% | Add +0.3% | 446,191 | $27.1M |
| CarsonAllaria Wealth Management, Ltd. | 11.68% | Add +4.9% | 443,527 | $27.0M |
| SilverOak Wealth Management LLC | 3.37% | Add +3.3% | 430,513 | $26.2M |
| Global Retirement Partners, LLC | 0.40% | — | 425,501 | $25.9M |
| Provenance Wealth Advisors, LLC | 2.46% | Reduce -0.5% | 425,308 | $25.9M |
| Strategic Financial Partners, Ltd. | 9.48% | Add +12.4% | 413,615 | $25.1M |
| Concurrent Investment Advisors, LLC | 0.21% | Reduce -2.1% | 412,981 | $25.1M |
| Armstrong Advisory Group, Inc. | 1.50% | Add +24.6% | 403,951 | $24.6M |
| Granville Capital, Inc. | 10.92% | Add +3.5% | 402,146 | $24.4M |
| Abound Financial, LLC | 9.70% | Reduce -0.3% | 400,406 | $24.3M |
| Stonebrook Private Inc. | 4.41% | Reduce -4.3% | 397,043 | $24.1M |
| Scarborough Advisors, LLC | 2.75% | Reduce -15.2% | 390,184 | $23.9M |
| Visionary Horizons, LLC | 9.90% | Add +0.3% | 389,843 | $23.7M |
| Western Wealth Management, LLC | 0.77% | Reduce -19.1% | 388,134 | $23.6M |
| TPG Financial Advisors, LLC | 7.04% | Add +2.6% | 387,813 | $23.6M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +4.0% | 387,411 | $23.6M |
| CIBC Bancorp USA Inc. | 0.03% | Add +0.9% | 385,288 | $23.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +39.6% | 382,760 | $23.3M |
| Cardinal Strategic Wealth Guidance | 5.27% | Add +13.0% | 382,298 | $23.2M |
| Fifth Third Bancorp | 0.04% | Reduce -3.1% | 381,932 | $23.2M |
| Destiny Capital Corp | 10.51% | Add +0.9% | 371,790 | $22.6M |
| Alesco Advisors, LLC, An ESL Co | 0.52% | Reduce -2.0% | 369,874 | $22.5M |
| HSBC Holdings PLC | 0.01% | Add +48.5% | 361,666 | $22.0M |
| Park Avenue Securities LLC | 0.14% | Add +10.8% | 358,913 | $21.8M |
| Foguth Wealth Management, LLC. | 2.44% | Add +6.2% | 348,042 | $21.4M |
| 1834 Investment Advisors Co. | 2.42% | Add +15.8% | 351,475 | $21.4M |
| Navalign, LLC | 4.95% | Add +1.1% | 349,442 | $21.2M |
| Ackerman Capital Advisors, LLC | 4.21% | Reduce -16.5% | 343,550 | $20.9M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -11.7% | 338,842 | $20.6M |
| Windsor Capital Management, LLC | 5.26% | Reduce -0.5% | 332,851 | $20.2M |
| Horizon Financial Services, LLC | 7.75% | Add +4.1% | 332,489 | $20.2M |
| Collier Financial | 13.75% | Add +9.1% | 330,680 | $20.1M |
| CBM Financial, LLC | 11.93% | Add +1.6% | 323,913 | $20.1M |
| Ascent Group, LLC | 0.59% | Reduce -0.8% | 326,748 | $19.9M |
| Pure Financial Advisors, LLC | 0.25% | Reduce -1.3% | 325,685 | $19.8M |
| Freestate Advisors LLC | 14.77% | Reduce -2.9% | 325,280 | $19.8M |
| True Blue Financial, LLC | 8.29% | Add +2007.7% | 322,945 | $19.6M |
| Northern Capital Management, Inc. | 8.36% | Add +3.8% | 322,571 | $19.6M |
| Potentia Wealth | 7.89% | Reduce -2.7% | 317,152 | $19.3M |
| Verus Capital Partners, LLC | 1.04% | Add +3.5% | 316,139 | $19.2M |
| Clear Creek Financial Management, LLC | 1.23% | Reduce -4.0% | 315,733 | $19.2M |
| Assetmark, Inc. | 0.03% | Add +3.8% | 315,142 | $19.2M |
| Woodard & Co. Asset Management Group Inc. | 2.75% | Reduce -51.0% | 313,553 | $19.1M |
| Francis Financial, Inc. | 3.07% | Add +11.3% | 308,267 | $18.7M |
| CX Institutional | 0.54% | Add +0.3% | 307,901 | $18.7M |
| Simplicity Wealth,LLC | 0.62% | Add +534.8% | 301,939 | $18.4M |
| Novem Group | 1.85% | Reduce -11.4% | 300,595 | $18.3M |
| Great Lakes Retirement, Inc. | 1.62% | Add +0.4% | 299,764 | $18.2M |
| Symphony Financial, Ltd. Co. | 1.97% | Add +6.6% | 295,932 | $18.0M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -8.2% | 293,438 | $17.8M |
| Retirement Planning Group, LLC | 0.45% | Reduce -8.4% | 292,995 | $17.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.8% | 291,276 | $17.7M |
| Tempo Wealth, LLC | 2.60% | Reduce -1.5% | 288,652 | $17.5M |
| Power Wealth Management LLC | 5.88% | Add +3.2% | 281,112 | $17.1M |
| AQR Capital Management | 0.01% | Add +19.6% | 276,375 | $16.8M |
| Focus Partners Wealth | 0.02% | Add +0.5% | 275,286 | $16.7M |
| Probity Advisors, Inc. | 2.39% | Reduce -1.9% | 275,176 | $16.7M |
| McAdam, LLC | 0.64% | Reduce -13.1% | 271,475 | $16.5M |
| Valtinson Bruner Financial Planning LLC | 4.05% | Add +5.8% | 265,947 | $16.2M |
| Stevens Capital Partners | 3.03% | Add +51.8% | 262,126 | $15.9M |
| Brookstone Capital Management | 0.16% | Reduce -6.4% | 262,013 | $15.9M |
| Stephens Inc. | 0.18% | Add +2.5% | 260,079 | $15.8M |
| Portside Wealth Group, LLC | 1.82% | Add +5.4% | 255,960 | $15.6M |
| Meridian Wealth Management, LLC | 0.48% | Add +0.1% | 255,696 | $15.5M |
| Sargent Investment Group, LLC | 1.83% | Reduce -1.7% | 250,608 | $15.2M |
| Hobart Private Capital, LLC | 2.59% | Reduce -19.9% | 247,956 | $15.1M |
| IFG Advisory, LLC | 0.52% | Add +1010950.0% | 242,652 | $14.8M |
| Millington Financial Advisors, LLC | 5.73% | Add +5.1% | 235,324 | $14.6M |
| Legacy Financial Group LLC | 1.64% | Reduce -3.2% | 239,484 | $14.6M |
| Cynosure Group, LLC | 2.14% | Reduce -4.7% | 234,630 | $14.3M |
| GHP Investment Advisors, Inc. | 0.52% | Add +1.7% | 233,175 | $14.2M |
| Optimist Retirement Group LLC | 5.46% | Add +0.3% | 232,705 | $14.1M |
| Captrust Financial Advisors | 0.02% | Add +1.2% | 231,892 | $14.1M |
| Alpha Capital Advisors Inc. | 12.01% | Reduce -2.4% | 228,850 | $13.9M |
| Synergy Investment Management, LLC | 3.36% | Add +2.1% | 228,359 | $13.9M |
| Tme Financial, Inc. | 8.53% | Add +124.1% | 227,305 | $13.8M |
| Financial Council, LLC | 4.48% | Add +1.3% | 227,017 | $13.8M |
| Hofer & Associates. Inc | 6.66% | Add +2.0% | 226,703 | $13.8M |
| Aureum Wealth Management, LLC | 8.41% | Add +5.6% | 223,035 | $13.6M |
| Smithbridge Asset Management Inc. | 1.84% | Add +6.7% | 222,782 | $13.5M |
| Private Wealth Group, LLC | 5.20% | Add +7.7% | 221,416 | $13.5M |
| Hills Bank & Trust Co | 0.57% | Reduce -11.6% | 219,808 | $13.4M |
| Guardian Wealth Advisors, LLC | 6.68% | Add +1.6% | 219,716 | $13.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +267.4% | 218,987 | $13.3M |
| TrueWealth Advisors, LLC | 2.99% | Add +6.5% | 217,901 | $13.2M |
| Diligent Investors, LLC | 2.95% | Reduce -0.8% | 217,539 | $13.2M |
| GenWealth Group, Inc. | 2.04% | Reduce -0.3% | 215,686 | $13.1M |
| Cary Street Partners Financial LLC | 0.28% | Reduce -3.5% | 209,226 | $12.7M |
| Reston Wealth Management LLC | 3.43% | Add +0.5% | 209,182 | $12.7M |
| BCS Wealth Management | 2.21% | Add +2.4% | 202,146 | $12.3M |
| Inspirion Wealth Advisors, LLC | 1.41% | Reduce -33.0% | 201,179 | $12.3M |
| Vertrix Wealth Management, LLC | 4.09% | Reduce -6.8% | 199,787 | $12.1M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +2.6% | 199,255 | $12.1M |
| Gateway Wealth Partners, LLC | 0.73% | Reduce -45.7% | 199,142 | $12.1M |
| New England Capital Financial Advisors LLC | 2.85% | Reduce -3.0% | 196,252 | $11.9M |
| Financial Gravity Companies, Inc. | 1.92% | — | 194,516 | $11.8M |
| &partners | 0.05% | Add +11.1% | 195,228 | $11.8M |
| Farther Finance Advisors, LLC | 0.09% | Add +4.5% | 191,510 | $11.6M |
| Madrid Financial Services | 6.13% | Add +6.3% | 190,549 | $11.6M |
| Northwest Wealth Advisors, LLC | 6.56% | Add +1.0% | 187,942 | $11.4M |
| Pecaut & Co. | 3.43% | Add +4.5% | 185,397 | $11.3M |
| Walsh & Associates, LLC | 9.16% | Add +0.5% | 184,501 | $11.2M |
| Laurel Oak Wealth Management, LLC | 1.62% | Reduce -8.7% | 183,066 | $11.1M |
| Merit Financial Group, LLC | 0.07% | Reduce -10.0% | 179,401 | $10.9M |
| Foronjy Financial LLC | 3.95% | Reduce -6.1% | 177,040 | $10.8M |
| Measured Wealth Private Client Group, LLC | 2.56% | Reduce -58.0% | 174,125 | $10.6M |
| Cresset Asset Management, LLC | 0.04% | Reduce -3.9% | 173,144 | $10.5M |
| Bensler, LLC | 0.93% | Add +7.5% | 172,288 | $10.5M |
| Oak Harvest Investment Services | 0.98% | Reduce -3.8% | 171,595 | $10.4M |
| Axxcess Wealth Management, LLC | 0.16% | New | 169,765 | $10.3M |
| Creative Financial Designs Inc. | 0.48% | Add +2.9% | 167,230 | $10.2M |
| Cobblestone Asset Management LLC | 4.24% | Reduce -22.4% | 167,149 | $10.2M |
| Financial Management Professionals, Inc. | 0.96% | Add +1.6% | 166,508 | $10.1M |
| Lynch & Associates | 1.76% | Add +3.0% | 166,194 | $10.1M |
| M&T Bank Corp | 0.03% | Reduce -1.3% | 165,860 | $10.1M |
| Auour Investments LLC | 2.88% | Reduce -0.8% | 165,322 | $10.0M |
| Uptown Financial Advisors LLC | 7.32% | Add +1.5% | 164,321 | $10.0M |
| Olde Wealth Management, LLC | 2.80% | Reduce -2.2% | 162,652 | $9.9M |
| NewSquare Capital LLC | 0.73% | Add +0.4% | 162,102 | $9.9M |
| Parkway Wealth Management Group, LLC | 1.14% | Add +8.2% | 161,722 | $9.8M |
| Larson Financial Group LLC | 0.25% | Reduce -21.4% | 158,714 | $9.6M |
| Savvy Advisors, Inc. | 0.21% | Add +14.5% | 158,589 | $9.6M |
| Town Capital LLC | 6.04% | Reduce -7.5% | 156,609 | $9.5M |
| Ignite Planners, LLC | 1.30% | Add +2.9% | 155,533 | $9.5M |
| Independent Financial Group, LLC | 0.18% | Reduce -2.0% | 154,529 | $9.4M |
| Greenwood Capital Associates LLC | 0.92% | Add +12.3% | 154,433 | $9.4M |
| Stone Summit Wealth LLC | 2.35% | Add +2.2% | 152,106 | $9.2M |
| Key Financial Inc | 1.51% | Add +0.1% | 152,069 | $9.2M |
| Members Wealth LLC | 5.01% | Add +1.4% | 150,222 | $9.1M |
| Retirement Management Systems Inc. | 1.86% | Add +5.9% | 149,405 | $9.1M |
| Quent Capital, LLC | 0.56% | Reduce -1.3% | 149,189 | $9.1M |
| SeedSafe Financial LLC | 6.42% | Add +7.7% | 146,629 | $8.9M |
| Cornerstone Wealth Group, LLC | 0.52% | Add +3.4% | 142,806 | $8.7M |
| TOP Private Wealth LLC. | 8.30% | — | 142,308 | $8.7M |
| Centennial Wealth Advisory LLC | 1.86% | Reduce -0.7% | 141,742 | $8.6M |
| Mutual Advisors, LLC | 0.16% | Add +8.3% | 141,243 | $8.6M |
| 1900 Wealth Management LLC | 0.48% | Reduce -0.4% | 140,864 | $8.6M |
| Cannon Wealth Management Services, LLC | 4.65% | Reduce -2.0% | 139,863 | $8.5M |
| Milestones Private Investment Advisors LLC | 6.69% | Add +257.9% | 138,243 | $8.4M |
| American Financial & Tax Strategies Inc. | 3.78% | Reduce -0.8% | 137,525 | $8.4M |
| EP Wealth Advisors, LLC | 0.03% | Add +152.8% | 136,424 | $8.3M |
| Lido Advisors, LLC | 0.03% | Reduce -10.9% | 136,148 | $8.3M |
| Trilogy Capital Inc. | 0.32% | Reduce -0.7% | 136,124 | $8.3M |
| City Center Advisors, LLC | 6.43% | Add +6.8% | 130,528 | $7.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +6.0% | 128,853 | $7.8M |
| Laurel Wealth Planning LLC | 3.45% | Reduce -2.3% | 128,282 | $7.8M |
| Red Crane Wealth Management, LLC | 5.70% | Reduce -0.2% | 127,558 | $7.8M |
| Goldstone Financial Group, LLC | 0.71% | Reduce -3.5% | 127,395 | $7.7M |
| Modera Wealth Management, LLC | 0.08% | Reduce -1.3% | 126,954 | $7.7M |
| Sharkey, Howes & Javer | 0.90% | Add +2.9% | 122,220 | $7.4M |
| Collaborative Wealth Managment Inc. | 3.09% | Add +14.2% | 120,975 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Add +24.3% | 119,996 | $7.3M |
| Arbor Trust Wealth Advisors, LLC | 2.93% | Add +2.0% | 119,427 | $7.3M |
| Spire Wealth Management | 0.22% | Reduce -2.3% | 117,655 | $7.2M |
| Vision Capital Management, Inc. | 0.80% | Add +3.5% | 115,939 | $7.0M |
| Renaissance Technologies | 0.01% | Add +792.3% | 115,100 | $7.0M |
| Foundations Investment Advisors, LLC | 0.07% | Add +2.5% | 114,870 | $7.0M |
| Citadel Advisors | 0.00% | Add +43.4% | 114,681 | $7.0M |
| Tiaa Trust, National Association | 0.41% | Reduce -17.3% | 114,513 | $7.0M |
| Occidental Asset Management, LLC | 0.69% | Add +2.8% | 113,947 | $6.9M |
| Cozad Asset Management Inc. | 0.44% | Add +4.4% | 112,720 | $6.9M |
| Wrapmanager Inc. | 2.13% | Add +1.6% | 112,110 | $6.8M |
| Flow Traders U.S. LLC | 0.28% | Add +78.6% | 110,758 | $6.7M |
| Retirement Financial Solutions, LLC | 1.65% | Add +7.4% | 110,181 | $6.7M |
| Milestone Asset Management, LLC | 1.05% | Add +15.1% | 110,087 | $6.7M |
| RFG Advisory, LLC | 0.10% | Reduce -6.4% | 109,824 | $6.7M |
| TAGStone Capital, Inc. | 2.11% | Reduce -1.9% | 109,108 | $6.6M |
| Ceera Investments, LLC | 2.78% | Add +36.0% | 108,046 | $6.6M |
| Vertex Planning Partners, LLC | 0.97% | Add +93.2% | 107,805 | $6.6M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +3.0% | 107,753 | $6.6M |
| SIMA Wealth Partners, LLC | 4.61% | Add +4.2% | 106,953 | $6.5M |
| AA Financial Advisors, LLC | 0.78% | Reduce -1.8% | 106,701 | $6.5M |
| Harbour Investments, Inc. | 0.09% | Add +6.2% | 106,397 | $6.5M |
| Vise Technologies, Inc. | 0.07% | Add +71.6% | 106,068 | $6.4M |
| Juncture Wealth Strategies, LLC | 1.65% | Reduce -20.2% | 104,363 | $6.3M |
| Sharpepoint LLC | 3.10% | Add +3.1% | 101,939 | $6.2M |
| Farmers & Merchants Trust Co of Chambersburg PA | 1.57% | Add +8.7% | 101,806 | $6.2M |
| IAG Wealth Partners, LLC | 0.61% | Reduce -1.0% | 100,915 | $6.1M |
| RFG - Bristol Wealth Advisors, LLC | 1.48% | Add +1.7% | 100,760 | $6.1M |
| United Advisor Group, LLC | 0.64% | Add +8.0% | 99,573 | $6.1M |
| Inman Jager Wealth Management, LLC | 3.21% | Add +3.2% | 99,177 | $6.0M |
| Cornerstone National Bank & Trust Co | 2.02% | Add +155.0% | 98,106 | $6.0M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +0.5% | 98,285 | $6.0M |
| Broussard Financial Group LLC | 4.77% | Reduce -4.1% | 98,004 | $6.0M |
| Modern Wealth Management, LLC | 0.07% | Reduce -77.8% | 97,451 | $5.9M |
| Fortis Capital Advisors, LLC | 0.66% | Add +10.1% | 96,454 | $5.9M |
| Belpointe Asset Management LLC | 0.19% | Add +10.1% | 96,454 | $5.9M |
| Phoenix Wealth Advisors | 1.97% | Add +0.4% | 96,330 | $5.9M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -25.2% | 96,209 | $5.8M |
| Salomon & Ludwin, LLC | 0.47% | Reduce -1.9% | 93,694 | $5.7M |
| Private Advisory Group LLC | 0.32% | Add +26.5% | 93,852 | $5.7M |
| Horizon Family Wealth, Inc. | 2.60% | Add +1.1% | 93,820 | $5.7M |
| Koshinski Asset Management, Inc. | 0.30% | Reduce -2.1% | 93,042 | $5.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +34.3% | 91,036 | $5.5M |
| Bucket List Wealth Management, LLC | 2.72% | Reduce -44.5% | 90,859 | $5.5M |
| Pacific Financial Group Inc. | 2.64% | Reduce -0.9% | 90,666 | $5.5M |
| Clear Retirement Advice LLC | 3.73% | Add +12.1% | 89,583 | $5.4M |
| Independent Wealth Network Inc. | 1.37% | Reduce -2.3% | 88,671 | $5.4M |
| DecisionMap Wealth Management, LLC | 3.01% | Add +4.8% | 88,440 | $5.4M |
| Sterling Group Wealth Management, LLC | 2.20% | Reduce -9.6% | 88,092 | $5.4M |
| Visionary Wealth Advisors | 0.21% | Add +18.9% | 87,737 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.8% | 87,289 | $5.3M |
| Braun-Bostich & Associates Inc. | 2.96% | Reduce -25.0% | 87,227 | $5.3M |
| Private Trust Co. NA | 0.42% | Add +6.2% | 87,043 | $5.3M |
| Smith Partners Wealth Management, LLC | 4.20% | Add +53.2% | 86,876 | $5.3M |
| Asset Management Group, Inc. | 0.77% | Reduce -6.1% | 86,723 | $5.3M |
| Benchmark Financial, LLC | 4.27% | Reduce -1.8% | 86,110 | $5.2M |
| Lanark Financial, Inc. | 0.35% | Add +13.0% | 85,530 | $5.2M |
| WealthTrak Capital Management LLC | 3.42% | Add +59.0% | 85,523 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Add +9.8% | 84,817 | $5.2M |
| Independent Advisor Alliance | 0.12% | Reduce -97.0% | 84,129 | $5.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +39.4% | 83,631 | $5.1M |
| Buttonwood Financial Group, LLC | 2.86% | Reduce -55.5% | 82,380 | $5.0M |
| Intergy Private Wealth, LLC | 1.15% | Reduce -17.2% | 82,226 | $5.0M |
| Waterloo Capital, L.P. | 0.28% | Reduce -2.3% | 81,430 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -1.4% | 81,244 | $4.9M |
| Milestone Asset Management Group, LLC | 2.49% | Add +1.2% | 81,170 | $4.9M |
| Arete Wealth Advisors, LLC | 0.33% | Reduce -1.5% | 81,138 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +15.5% | 80,831 | $4.9M |
| Clarus Wealth Advisors | 1.89% | Reduce -4.6% | 80,042 | $4.9M |
| Silver Oak Securities, Incorporated | 0.30% | Reduce -9.3% | 80,652 | $4.9M |
| Capital Analysts, LLC | 0.11% | Add +3.7% | 80,207 | $4.9M |
| CVFG LLC | 0.51% | Add +8.1% | 79,573 | $4.8M |
| SOA Wealth Advisors, LLC. | 0.81% | Reduce -47.0% | 79,103 | $4.8M |
| Atticus Wealth Management, LLC | 1.13% | Reduce -69.8% | 77,884 | $4.7M |
| Penobscot Wealth Management | 1.24% | Reduce -1.0% | 76,397 | $4.6M |
| Curtis Wealth Management LLC | 3.81% | Reduce -17.6% | 74,036 | $4.5M |
| Jacksonville Wealth Management, LLC | 2.54% | Add +19.4% | 73,834 | $4.5M |
| Eclectic Associates Inc. | 0.51% | Reduce -3.6% | 73,382 | $4.5M |
| Motive Wealth Advisors | 1.83% | Reduce -1.1% | 73,114 | $4.4M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 72,628 | $4.4M |
| Golden State Wealth Management, LLC | 0.40% | Reduce -14.0% | 72,626 | $4.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +38.9% | 72,527 | $4.4M |
| Cary Street Partners Investment Advisory LLC | 0.89% | Reduce -1.9% | 71,999 | $4.4M |
| Integrity Alliance, Llc. | 0.14% | Add +0.0% | 70,903 | $4.3M |
| Partners in Financial Planning | 0.65% | Add +0.7% | 70,630 | $4.3M |
| JDM Financial Group LLC | 1.46% | Add +8.5% | 70,373 | $4.3M |
| Gotham Asset Management | 0.01% | Add +90.6% | 70,092 | $4.3M |
| Advisory Services Network, LLC | 0.05% | Reduce -6.6% | 69,813 | $4.2M |
| TritonPoint Partners, LLC | 0.35% | Reduce -5.0% | 68,955 | $4.2M |
| Focus Financial Network, Inc. | 0.13% | Reduce -17.9% | 68,955 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -1.2% | 68,916 | $4.2M |
| PAX Financial Group, LLC | 0.62% | Reduce -2.7% | 68,791 | $4.2M |
| Yukon Wealth Management, Inc. | 1.19% | Add +38.2% | 68,523 | $4.2M |
| Shum Financial Group, Inc. | 2.51% | Add +7.3% | 68,415 | $4.2M |
| Advisor OS, LLC | 0.28% | Reduce -0.6% | 68,318 | $4.2M |
| Citizens Financial Group Inc. | 0.05% | Reduce -0.3% | 66,464 | $4.0M |
| Friday Financial | 1.08% | Add +8.8% | 64,969 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -25.6% | 65,628 | $4.0M |
| MidAtlantic Capital Management, Inc. | 2.46% | Reduce -4.8% | 65,153 | $4.0M |
| Inspire Advisors, LLC | 0.28% | Reduce -23.3% | 65,014 | $4.0M |
| Wealthgarden F.S. LLC | 2.24% | Add +16.9% | 64,871 | $3.9M |
| Freedom Investment Management, Inc. | 1.09% | Reduce -7.9% | 64,161 | $3.9M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -27.4% | 63,093 | $3.8M |
| Penserra Capital Management LLC | 0.03% | New | 62,943 | $3.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.2% | 62,003 | $3.8M |
| JNBA Financial Advisors | 0.29% | Reduce -5.8% | 62,238 | $3.8M |
| Level Four Advisory Services, LLC | 0.11% | Add +6.5% | 62,067 | $3.8M |
| MBM Wealth Consultants, LLC | 0.73% | Reduce -0.8% | 61,919 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -4.7% | 61,650 | $3.7M |
| Opal Wealth Advisors, LLC | 0.81% | Add +5.7% | 61,355 | $3.7M |
| Freestone Capital Holdings, LLC | 0.10% | Add +15.4% | 61,043 | $3.7M |
| Prospera Financial Services Inc | 0.05% | Add +0.1% | 61,038 | $3.7M |
| Glen Eagle Advisors, LLC | 0.47% | Add +0.9% | 60,911 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.8% | 60,668 | $3.7M |
| Breachway Investments LLC | 5.50% | Reduce -70.8% | 60,094 | $3.7M |
| CORDA Investment Management, LLC. | 0.22% | Reduce -0.0% | 59,964 | $3.6M |
| Kera Capital Partners, Inc. | 0.35% | Reduce -0.2% | 59,506 | $3.6M |
| Arax Advisory Partners | 0.02% | Add +636.0% | 58,820 | $3.6M |
| American Investment Services, Inc. | 0.75% | Reduce -0.7% | 58,237 | $3.5M |
| Balefire, LLC | 0.57% | Add +37.8% | 57,705 | $3.5M |
| PSI Advisors, LLC | 0.80% | Add +2.0% | 56,763 | $3.5M |
| D. E. Shaw & Co. | 0.00% | New | 56,621 | $3.4M |
| Axis Wealth Partners, LLC | 1.65% | Add +2.8% | 56,555 | $3.4M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.0% | 55,949 | $3.4M |
| Sovran Advisors, LLC | 0.25% | Reduce -5.4% | 54,125 | $3.4M |
| Topel & Distasi Wealth Management, LLC | 1.60% | No change | 54,436 | $3.3M |
| Keystone Financial Group | 0.19% | Reduce -0.0% | 53,858 | $3.3M |
| US Bancorp \de | 0.00% | Reduce -4.5% | 53,469 | $3.3M |
| Global Financial Private Client, LLC | 0.88% | Reduce -0.1% | 53,283 | $3.2M |
| Keener Financial Planning LLC | 1.16% | Reduce -11.2% | 53,193 | $3.2M |
| Demars Financial Group, LLC | 0.90% | Add +3.5% | 53,147 | $3.2M |
| Advyzon Investment Management, LLC | 0.23% | Reduce -5.0% | 53,016 | $3.2M |
| Brady Martz Wealth Solutions, LLC | 0.49% | Reduce -0.0% | 52,913 | $3.2M |
| Affinity Capital Advisors, LLC | 0.40% | Reduce -0.1% | 51,878 | $3.2M |
| Partnership Wealth Management, LLC | 2.16% | Reduce -5.2% | 52,641 | $3.2M |
| Norden Group LLC | 0.26% | Add +8.6% | 52,190 | $3.2M |
| Koss-Olinger Consulting, LLC | 0.24% | Reduce -56.1% | 51,812 | $3.1M |
| Copia Wealth Management | 1.89% | Reduce -2.9% | 51,681 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.32% | Add +71.9% | 51,542 | $3.1M |
| Raab & Moskowitz Asset Management LLC | 0.63% | Reduce -4.5% | 51,450 | $3.1M |
| WCG Wealth Advisors LLC | 0.07% | Reduce -15.2% | 51,134 | $3.1M |
| Cordatus Wealth Management LLC | 0.68% | Reduce -2.5% | 50,818 | $3.1M |
| JT Stratford LLC | 0.32% | Add +10.8% | 48,575 | $3.0M |
| Smartleaf Asset Management LLC | 0.10% | No change | 48,493 | $2.9M |
| Riverchase Wealth Management, LLC | 1.35% | No change | 47,549 | $2.9M |
| ArborFi Advisors, LLC | 2.07% | Reduce -0.3% | 46,987 | $2.9M |
| Vance Wealth, LLC | 0.64% | Reduce -3.4% | 46,829 | $2.8M |
| Breakwater Capital Group | 0.34% | Reduce -3.4% | 46,573 | $2.8M |
| Slagle Financial, LLC | 0.85% | Add +3.0% | 46,418 | $2.8M |
| GLR Partners, LLC | 1.31% | Add +11.8% | 46,381 | $2.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 46,335 | $2.8M |
| CAP Partners, LLC | 1.38% | Reduce -5.8% | 46,265 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +3.0% | 46,157 | $2.8M |
| Secured Retirement Advisors, LLC | 1.43% | Reduce -0.0% | 45,994 | $2.8M |
| Prism Advisors, Inc. | 0.68% | Reduce -16.7% | 45,980 | $2.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -13.9% | 45,811 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -5.6% | 45,440 | $2.8M |
| Fell Capital Management | 2.33% | Add +13.4% | 45,423 | $2.8M |
| Tudor Investment Corporation | 0.01% | New | 45,417 | $2.8M |
| Cooper Financial Group | 0.23% | Reduce -46.0% | 45,378 | $2.8M |
| 1ST Source Bank | 0.12% | Reduce -0.9% | 45,228 | $2.7M |
| Innealta Capital, LLC | 1.45% | No change | 44,798 | $2.7M |
| Total Clarity Wealth Management, Inc. | 0.52% | Reduce -3.4% | 44,143 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Add +2.1% | 44,034 | $2.7M |
| Wealthspire Advisors, LLC | 0.01% | Add +53.8% | 43,978 | $2.7M |
| Sunesis Advisors, LLC | 1.08% | No change | 43,133 | $2.6M |
| Ritholtz Wealth Management | 0.04% | Add +5.2% | 43,116 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.77% | Reduce -0.4% | 42,204 | $2.6M |
| Wrenne Financial Planning LLC | 0.86% | Reduce -0.7% | 42,016 | $2.6M |
| Florida Financial Advisors, LLC | 0.42% | Reduce -22.6% | 41,259 | $2.5M |
| Waystone Advisors LLC | 1.87% | Reduce -8.1% | 41,197 | $2.5M |
| FF Advisors,LLC | 0.94% | No change | 41,074 | $2.5M |
| Burney Co./ | 0.07% | Reduce -0.7% | 41,048 | $2.5M |
| Rehmann Capital Advisory Group | 0.11% | Add +1.8% | 40,670 | $2.5M |
| Financial Network Wealth Advisors LLC | 2.50% | Add +7.0% | 40,498 | $2.5M |
| Cornerstone Advisors Asset Management, LLC | 0.32% | Add +0.4% | 40,248 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +62.9% | 39,879 | $2.4M |
| FCG Investment Co | 0.83% | Reduce -1.2% | 39,602 | $2.4M |
| Stratos Investment Management, LLC | 0.09% | Reduce -5.8% | 39,601 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.3% | 39,541 | $2.4M |
| River Street Advisors LLC | 0.71% | Add +16.0% | 39,419 | $2.4M |
| Retirement Income Solutions, Inc. | 0.41% | Add +0.7% | 42,343 | $2.4M |
| Valpey Financial Services, LLC | 1.42% | Add +2.4% | 39,336 | $2.4M |
| AdvisorNet Financial, Inc | 0.11% | Reduce -0.5% | 39,292 | $2.4M |
| MidFirst Bank | 0.17% | Add +6.0% | 39,085 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.16% | Add +325.5% | 38,475 | $2.3M |
| Wealth Advisors Northwest LLC | 0.79% | Reduce -3.8% | 38,027 | $2.3M |
| Compound Planning, Inc. | 0.06% | Add +1.2% | 37,675 | $2.3M |
| One Capital Management, LLC | 0.06% | No change | 40,416 | $2.3M |
| Colton Groome Financial Advisors, LLC | 0.55% | Reduce -6.7% | 37,361 | $2.3M |
| Lee Danner & Bass Inc. | 0.13% | Reduce -0.3% | 36,831 | $2.2M |
| Jupiter Topco LLC | 0.00% | — | 35,993 | $2.2M |
| Point72 Asset Management | 0.00% | New | 35,399 | $2.2M |
| Seaside Wealth Management, Inc. | 0.53% | Reduce -1.1% | 35,297 | $2.1M |
| IFP Advisors, Inc | 0.04% | Add +3.6% | 34,712 | $2.1M |
| Wiregrass Investment Management LLC | 1.43% | Add +3.7% | 34,528 | $2.1M |
| Clark Capital Management Group, Inc. | 0.01% | Add +226.1% | 34,460 | $2.1M |
| Laurel Wealth Advisors LLC | 0.20% | Add +0.1% | 34,339 | $2.1M |
| Global Assets Advisory, LLC | 0.45% | Add +810.1% | 34,058 | $2.1M |
| Tradewinds Capital Management, LLC | 0.37% | Add +0.2% | 34,223 | $2.1M |
| Tranquilli Financial Advisor LLC | 1.12% | Reduce -33.9% | 34,099 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.17% | No change | 33,518 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.18% | Reduce -2.9% | 33,337 | $2.0M |
| MAI Capital Management | 0.01% | Add +1.7% | 33,105 | $2.0M |
| RHS Financial, LLC | 0.81% | Add +26.5% | 32,915 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.3% | 32,444 | $2.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.13% | Add +2.6% | 32,212 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +0.2% | 32,075 | $1.9M |
| Apella Capital, LLC | 0.03% | Reduce -3.3% | 31,462 | $1.9M |
| E&G Advisors, LLC | 0.37% | Reduce -1.6% | 31,673 | $1.9M |
| Certified Advisory Corp | 0.16% | Reduce -20.6% | 31,636 | $1.9M |
| Weitzel Financial Services, Inc. | 0.65% | Reduce -7.7% | 30,901 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Add +93.5% | 30,767 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +1.3% | 30,652 | $1.9M |
| Private Client Services, LLC | 0.49% | Add +13.5% | 30,629 | $1.9M |
| Capstone Wealth Management Group, LLC | 0.66% | Reduce -0.2% | 30,547 | $1.9M |
| Fidelis Capital Partners, LLC | 0.11% | No change | 30,493 | $1.9M |
| Summit Investment Advisory Services, LLC | 0.46% | Reduce -6.5% | 30,425 | $1.8M |
| Altman Advisors, Inc. | 0.66% | Add +10.0% | 158,875 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.7% | 30,178 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -11.1% | 30,068 | $1.8M |
| Tidal Investments LLC | 0.00% | Add +45.2% | 29,874 | $1.8M |
| Apollon Financial, LLC | 0.21% | Reduce -11.9% | 29,745 | $1.8M |
| Sanchez Gaunt Capital Management, LLC | 1.00% | Reduce -15.1% | 29,450 | $1.8M |
| Third View Private Wealth, LLC | 0.22% | Add +17.0% | 29,400 | $1.8M |
| Thayer Financial, L.L.C. | 1.62% | Reduce -0.4% | 29,371 | $1.8M |
| Wall Capital Group, Inc. | 1.45% | Reduce -0.1% | 29,230 | $1.8M |
| Empowered Funds, LLC | 0.01% | Add +8.8% | 28,982 | $1.8M |
| Bridgewealth Advisory Group, LLC | 0.33% | Reduce -2.2% | 28,966 | $1.8M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -19.2% | 28,746 | $1.7M |
| Wealth Management Resources, Inc. | 0.54% | Reduce -0.2% | 28,708 | $1.7M |
| Fiduciary Trust Co | 0.02% | No change | 28,580 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -60.9% | 28,484 | $1.7M |
| Integrity Wealth Solutions LLC | 0.64% | Add +1.1% | 28,362 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +16.9% | 28,360 | $1.7M |
| PFG Advisors | 0.09% | Reduce -4.5% | 28,349 | $1.7M |
| Commerce Bank | 0.01% | Reduce -23.0% | 28,255 | $1.7M |
| Intrua Financial, LLC | 0.16% | Add +13.1% | 28,110 | $1.7M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -73.3% | 28,090 | $1.7M |
| Rik Saylor Financial, Inc. | 1.12% | Add +21.9% | 27,876 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Add +1.9% | 27,852 | $1.7M |
| OneAscent Financial Services LLC | 0.08% | Reduce -5.1% | 27,821 | $1.7M |
| Index Fund Advisors, Inc. | 0.07% | Add +2.9% | 27,522 | $1.7M |
| Coastal Bridge Advisors, LLC | 0.10% | Add +2.3% | 27,319 | $1.7M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.44% | Reduce -4.4% | 27,121 | $1.6M |
| Liberty Square Wealth Partners LLC | 0.39% | No change | 27,000 | $1.6M |
| Bluespring Wealth Management, LLC | 0.03% | New | 26,663 | $1.6M |
| Redwood Financial Network Corp | 0.90% | Reduce -4.6% | 26,569 | $1.6M |
| PFG Investments, LLC | 0.06% | Reduce -4.0% | 26,408 | $1.6M |
| Flagship Private Wealth, LLC | 0.57% | Reduce -1.0% | 26,309 | $1.6M |
| White Pine Capital LLC | 0.37% | Add +14.9% | 26,046 | $1.6M |
| REDW Wealth LLC | 0.56% | Add +2.3% | 25,769 | $1.6M |
| MKT Advisors LLC | 0.49% | Reduce -29.1% | 25,295 | $1.6M |
| Redwood Investment Management, LLC | 0.15% | Reduce -1.1% | 25,543 | $1.6M |
| Invesco Ltd. | 0.00% | Add +1.4% | 25,518 | $1.6M |
| Regions Financial Corp. | 0.01% | Add +40.5% | 25,464 | $1.5M |
| Confluence Wealth Services, Inc. | 0.04% | New | 25,169 | $1.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -0.6% | 25,107 | $1.5M |
| Roan Capital Partners | 1.26% | Add +0.1% | 25,062 | $1.5M |
| Riverpoint Wealth Management Holdings, LLC | 0.28% | Add +0.4% | 24,936 | $1.5M |
| Diversified Portfolios, Inc. | 0.11% | No change | 24,837 | $1.5M |
| Dagco, Inc. | 0.28% | Reduce -10.7% | 24,780 | $1.5M |
| Boyum Wealth Architects LLC | 0.59% | No change | 24,113 | $1.5M |
| Idaho Trust Co | 0.43% | Reduce -17.0% | 24,360 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -9.1% | 24,359 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +241.6% | 24,357 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 24,346 | $1.5M |
| Legacy Edge Advisors, LLC | 0.14% | Add +1.6% | 24,267 | $1.5M |
| CWA Asset Management Group, LLC | 0.05% | Reduce -8.7% | 24,245 | $1.5M |
| Ellevest, Inc. | 0.17% | Add +5.5% | 24,025 | $1.4M |
| Alpha Zero LLC | 0.55% | Add +70.1% | 23,154 | $1.4M |
| Alliance Private Wealth, LLC | 0.50% | No change | 23,583 | $1.4M |
| Tobias Financial Advisors, Inc. | 0.18% | Reduce -1.3% | 23,568 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.09% | Add +4.1% | 23,559 | $1.4M |
| Optivise Advisory Services LLC | 0.72% | Add +3.6% | 23,312 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +388.8% | 23,009 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.64% | Add +2.2% | 22,928 | $1.4M |
| Townsquare Capital LLC | 0.26% | Reduce -8.2% | 22,903 | $1.4M |
| Lifeworks Advisors, LLC | 0.14% | Reduce -25.6% | 22,656 | $1.4M |
| Fourth Dimension Wealth, LLC | 0.43% | Reduce -11.7% | 22,365 | $1.4M |
| Gilpin Wealth Management, LLC | 0.93% | Add +21898.0% | 21,998 | $1.3M |
| Signal Advisors Wealth, LLC | 0.07% | Add +63.7% | 21,668 | $1.3M |
| Tempus Wealth Planning, LLC | 0.26% | Add +3.5% | 21,611 | $1.3M |
| Matauro, LLC | 0.17% | Reduce -3.4% | 21,497 | $1.3M |
| Denver Wealth Management, Inc. | 0.37% | Reduce -84.6% | 21,428 | $1.3M |
| Krilogy Financial LLC | 0.04% | Add +0.5% | 21,404 | $1.3M |
| Founders Financial Alliance, LLC | 0.17% | Reduce -55.3% | 21,399 | $1.3M |
| Towerpoint Wealth, LLC | 0.45% | Add +0.4% | 21,375 | $1.3M |
| GGM Financial LLC | 0.49% | Reduce -0.2% | 21,110 | $1.3M |
| Coppell Advisory Solutions LLC | 0.11% | New | 37,291 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | Reduce -68.5% | 20,506 | $1.2M |
| American Money Management, LLC | 0.18% | Reduce -72.6% | 20,502 | $1.2M |
| Argent Trust Co | 0.04% | No change | 20,336 | $1.2M |
| Root Financial Partners, LLC | 0.05% | Reduce -0.7% | 20,169 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.7% | 19,798 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +34.9% | 19,674 | $1.2M |
| Graney & King, LLC | 0.43% | Reduce -12.7% | 19,618 | $1.2M |
| Wells Financial Advisors INC | 10.97% | Reduce -0.4% | 19,442 | $1.2M |
| Verdence Capital Advisors LLC | 0.06% | Add +1.6% | 19,383 | $1.2M |
| M3 Advisory Group, LLC | 0.60% | Add +4.1% | 19,162 | $1.2M |
| Greenleaf Trust | 0.01% | No change | 19,105 | $1.2M |
| Triton Financial Group Inc | 0.67% | Reduce -48.7% | 19,004 | $1.2M |
| Centerpoint Advisors, LLC | 0.33% | Reduce -6.4% | 18,878 | $1.1M |
| Advisors Capital Management, LLC | 0.01% | Add +2.1% | 18,747 | $1.1M |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -24.2% | 18,669 | $1.1M |
| Cadia Private Client LLC | 0.81% | Add +63.8% | 18,590 | $1.1M |
| Mission Wealth Management, LP | 0.01% | New | 18,574 | $1.1M |
| Spring Capital Management, LLC | 0.55% | No change | 18,490 | $1.1M |
| Peck Wealth Management, LLC | 0.94% | No change | 18,450 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.21% | Reduce -29.1% | 18,448 | $1.1M |
| Frisch Financial Group, Inc. | 0.19% | Reduce -8.8% | 18,378 | $1.1M |
| Financial Insights, Inc. | 0.30% | Add +2.4% | 18,245 | $1.1M |
| Sequent Asset Management, LLC | 0.47% | Add +4.4% | 18,171 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Reduce -30.8% | 18,111 | $1.1M |
| Howard Wealth Management, LLC | 0.41% | Reduce -2.4% | 18,044 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.09% | Reduce -7.2% | 18,021 | $1.1M |
| SVB Wealth LLC | 0.07% | Reduce -0.0% | 17,921 | $1.1M |
| Waldron Private Wealth LLC | 0.04% | Reduce -0.1% | 17,910 | $1.1M |
| Wagner Wealth Management, Corp | 0.87% | Reduce -12.7% | 17,767 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -14.3% | 17,653 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | Add +0.7% | 17,576 | $1.1M |
| Snowden Capital Advisors LLC | 0.02% | Add +35.4% | 17,292 | $1.1M |
| Community Bank, N.A. | 0.11% | Add +0.5% | 17,289 | $1.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.10% | Reduce -5.7% | 17,036 | $1.0M |
| Trust Co. of Toledo NA | 0.09% | New | 17,000 | $1.0M |
| Costello Asset Management, INC | 0.31% | Add +21.9% | 16,988 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.26% | Add +8.5% | 16,804 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +0.1% | 16,658 | $1.0M |
| WJ Wealth Management, LLC | 0.40% | Reduce -1.9% | 16,605 | $1.0M |
| Sherman Wealth Management LLC | 0.75% | Add +0.4% | 16,488 | $1.0M |
| Lowery Thomas, LLC | 0.49% | Add +0.4% | 16,340 | $993K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -43.6% | 16,254 | $988K |
| Johnson Investment Counsel Inc. | 0.01% | Add +3.2% | 16,237 | $987K |
| Headland Capital, LLC | 0.24% | Reduce -0.1% | 16,124 | $980K |
| Sequent Planning LLC | 0.21% | Reduce -33.5% | 15,839 | $963K |
| Sfmg, LLC | 0.06% | Add +1.8% | 15,756 | $958K |
| Ironwood Financial, llc | 0.15% | Reduce -1.5% | 15,345 | $949K |
| Schrum Private Wealth Management LLC | 0.97% | Reduce -5.0% | 19,461 | $949K |
| Lowe Brockenbrough & Co. Inc. | 0.04% | Reduce -0.2% | 15,598 | $948K |
| Beacon Capital Management, LLC | 0.14% | Add +16.5% | 15,486 | $941K |
| Integrated Capital Management, Inc. | 0.65% | Reduce -5.5% | 15,313 | $931K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.5% | 15,310 | $931K |
| ForthRight Wealth Management, LLC | 0.24% | Add +0.0% | 15,293 | $930K |
| Insigneo Advisory Services, LLC | 0.03% | Add +252.3% | 15,278 | $929K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.34% | Add +0.2% | 15,255 | $927K |
| Greenspring Advisors, LLC | 0.05% | Add +1.6% | 15,229 | $926K |
| RKL Wealth Management LLC | 0.07% | Add +0.4% | 15,183 | $923K |
| Jefferies Financial Group Inc. | 0.01% | New | 15,000 | $912K |
| Wallace Advisory Group, LLC | 0.85% | Add +36.1% | 14,933 | $908K |
| J. M. Brown & Associates Inc. | 0.52% | — | 14,928 | $907K |
| Baker Tilly Wealth Management, LLC | 0.19% | Reduce -4.8% | 14,666 | $892K |
| First Trust Advisors LP | 0.00% | Add +14.1% | 14,525 | $883K |
| IMA Advisory Services, Inc. | 0.06% | New | 14,519 | $883K |
| Lansing Street Advisors | 0.19% | Add +0.3% | 14,318 | $870K |
| Rossby Financial, LCC | 0.16% | Add +20.3% | 14,301 | $869K |
| Pennington Partners & Co., LLC | 0.28% | No change | 14,263 | $867K |
| First National Bank of Omaha | 0.02% | No change | 14,251 | $866K |
| RDA Financial Network | 0.19% | Add +5.6% | 14,152 | $860K |
| Texas Capital Bank Wealth Management Services Inc | 0.05% | Reduce -0.3% | 14,052 | $854K |
| Barnes Wealth Management Group, Inc | 0.39% | Add +4.8% | 14,038 | $853K |
| Lantz Financial LLC | 0.16% | Reduce -0.1% | 14,000 | $851K |
| Liberty Atlantic Advisors LLC | 0.61% | Add +67.0% | 13,938 | $847K |
| SageView Advisory Group, LLC | 0.03% | Reduce -0.4% | 13,856 | $842K |
| Calton & Associates, Inc. | 0.12% | Reduce -25.4% | 13,741 | $835K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -18.3% | 13,690 | $832K |
| IMC-Chicago, LLC | 0.01% | Add +78.9% | 13,600 | $827K |
| Sei Investments Co. | 0.00% | Add +21.9% | 13,596 | $827K |
| Bokf, NA | 0.01% | Reduce -68.0% | 13,572 | $825K |
| Callan Family Office, LLC | 0.02% | Reduce -42.6% | 13,567 | $825K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.3% | 13,552 | $824K |
| HBW Advisory Services LLC | 0.07% | Add +16.1% | 13,486 | $820K |
| Rockland Trust Co. | 0.03% | Add +2.5% | 13,423 | $816K |
| BCGM Wealth Management, LLC | 0.17% | Reduce -2.9% | 13,367 | $813K |
| GeoWealth Management, LLC | 0.03% | Reduce -13.2% | 13,344 | $811K |
| Crusonia Wealth Advisors LLC | 0.13% | New | 13,344 | $811K |
| Ritter Daniher Financial Advisory LLC / DE | 0.12% | Reduce -3.7% | 13,331 | $810K |
| Hirtle & Co., LLC | 0.03% | No change | 13,286 | $808K |
| Castleview Partners, LLC | 0.35% | Add +4.2% | 13,267 | $807K |
| Impact Partnership Wealth, LLC | 0.08% | Add +9.0% | 13,222 | $804K |
| Embree Financial Group | 0.08% | Add +0.4% | 13,217 | $803K |
| Wallington Asset Management, LLC | 0.10% | Reduce -0.5% | 13,200 | $802K |
| LBMC Investment Advisors, LLC | 0.04% | Add +0.4% | 13,105 | $797K |
| Choreo, LLC | 0.01% | Reduce -12.8% | 13,048 | $793K |
| Serenus Wealth Advisors, LLC | 0.14% | Add +0.1% | 13,038 | $793K |
| KM Capital Management Ltd. | 0.37% | Add +2.2% | 12,868 | $782K |
| Asempa Wealth Advisors | 0.59% | Reduce -9.4% | 12,719 | $773K |
| BTC Capital Management, Inc. | 0.05% | New | 12,687 | $771K |
| Advance Capital Management, Inc. | 0.02% | Add +5.5% | 12,639 | $768K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 12,585 | $765K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.6% | 12,577 | $765K |
| Frazier Financial Advisors, LLC | 0.39% | Reduce -9.9% | 12,553 | $763K |
| Caldwell Trust Co | 0.06% | Reduce -8.2% | 12,544 | $763K |
| Wedbush Securities Inc. | 0.02% | Add +17.7% | 12,521 | $761K |
| Prospect Financial Services LLC | 0.38% | Add +16.8% | 12,451 | $757K |
| Triad Wealth Partners, LLC | 0.04% | Add +2.3% | 11,957 | $746K |
| Bill Few Associates, Inc. | 0.16% | Add +27.7% | 12,259 | $745K |
| Davis Wealth Advisors, LLC | 0.58% | New | 12,248 | $745K |
| 4WEALTH Advisors, Inc. | 0.57% | Reduce -0.4% | 12,246 | $745K |
| Waterway Wealth Management, LLC | 0.15% | No change | 12,190 | $741K |
| Kirkwood Financial Services | 0.21% | Add +0.4% | 12,113 | $736K |
| Edgestream Partners, L.P. | 0.02% | Add +97.2% | 11,857 | $721K |
| Beacon Financial Group | 0.07% | No change | 11,793 | $717K |
| McDonald Partners LLC | 0.17% | No change | 11,718 | $712K |
| Kovack Advisors, Inc. | 0.03% | Reduce -5.7% | 11,662 | $711K |
| Drive Wealth Management, LLC | 0.13% | Add +13.8% | 11,694 | $711K |
| Sanchez Wealth Management Group | 0.12% | Reduce -15.3% | 11,505 | $699K |
| HF Advisory Group, LLC | 0.21% | Add +6.9% | 11,384 | $692K |
| Vestia Personal Wealth Advisors | 0.27% | Reduce -0.1% | 11,302 | $687K |
| Brand Asset Management Group, Inc. | 0.15% | Add +0.2% | 11,278 | $686K |
| Cibc World Market Inc. | 0.00% | Add +92.4% | 11,244 | $684K |
| Carnegie Investment Counsel | 0.01% | Reduce -0.5% | 11,206 | $681K |
| Warner Group LLC | 0.17% | New | 11,147 | $678K |
| Liberty Wealth Management LLC | 0.08% | No change | 11,934 | $675K |
| PMG Wealth Management, Inc. | 0.42% | No change | 11,068 | $673K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.3% | 10,937 | $665K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Add +0.0% | 10,762 | $654K |
| Perryman Financial Advisory Inc. | 0.09% | Add +0.1% | 10,749 | $653K |
| Mather Group, Llc. | 0.01% | Reduce -12.7% | 10,723 | $652K |
| Vanguard Advisers Inc. | 0.00% | Add +0.5% | 10,711 | $651K |
| Rossmore Private Capital | 0.05% | No change | 10,693 | $650K |
| Bank of Montreal | 0.00% | Reduce -9.5% | 10,680 | $649K |
| Dynamic Financial Group | 0.49% | Add +14.3% | 10,674 | $649K |
| Smithfield Trust Co | 0.03% | No change | 10,600 | $646K |
| DAVENPORT & Co LLC | 0.00% | Add +19.8% | 10,603 | $645K |
| Copley Financial Group, Inc. | 0.39% | Reduce -12.1% | 10,513 | $639K |
| Fortune 45 LLC | 0.27% | Add +0.4% | 10,501 | $638K |
| Centaurus Financial, Inc. | 0.02% | Add +1.0% | 10,488 | $638K |
| Midwest Trust Co | 0.01% | Add +9.6% | 10,474 | $637K |
| Evergreen Capital Management LLC | 0.01% | No change | 10,469 | $636K |
| YHB Investment Advisors, Inc. | 0.04% | Add +6.1% | 10,384 | $631K |
| Peak Wealth Management LLC | 0.44% | No change | 10,376 | $631K |
| Jacobi Capital Management LLC | 0.03% | Reduce -6.2% | 10,358 | $630K |
| Tribridge Partners Financial LLC | 0.25% | Reduce -2.1% | 10,055 | $626K |
| 626 Financial, LLC | 0.24% | No change | 10,260 | $624K |
| Rothschild Wealth LLC | 0.05% | Add +0.6% | 10,200 | $620K |
| Investments & Financial Planning, LLC | 0.29% | Reduce -1.5% | 10,067 | $612K |
| Glass Jacobson Investment Advisors llc | 0.19% | Reduce -1.2% | 9,974 | $606K |
| Wealth Enhancement Trust Services, Inc. | 0.07% | Add +2.3% | 9,910 | $602K |
| Pathway Financial Advisors LLC | 0.07% | No change | 9,730 | $600K |
| Key Capital Management, INC | 0.31% | Add +9.5% | 9,854 | $599K |
| Bogart Wealth, LLC | 0.02% | Add +1.4% | 9,784 | $595K |
| Journey Retirement Planning & Investment Management LLC | 0.46% | Add +1.8% | 9,707 | $590K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6.8% | 9,679 | $588K |
| Arbor Wealth Advisors LLC | 0.36% | No change | 9,650 | $587K |
| Realta Investment Advisors | 0.18% | Reduce -11.4% | 9,636 | $586K |
| Composition Wealth, LLC | 0.01% | Add +24.3% | 9,588 | $583K |
| International Assets Investment Management, LLC | 0.03% | Add +12.6% | 9,545 | $582K |
| Signaturefd, LLC | 0.01% | Add +67.8% | 9,548 | $580K |
| Ballentine Partners, LLC | 0.01% | Reduce -70.0% | 9,524 | $579K |
| MBL Wealth, LLC | 0.04% | Add +0.7% | 9,506 | $578K |
| Range Advisory, LLC | 0.07% | Add +71.4% | 9,470 | $576K |
| Regal Investment Advisors LLC | 0.03% | Add +1.7% | 9,389 | $571K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -1.8% | 9,376 | $570K |
| Accurate Wealth Management, LLC | 0.05% | Add +59.7% | 9,213 | $568K |
| Bluesphere Advisors LLC | 0.17% | No change | 9,223 | $561K |
| First Financial Bank - Trust Division | 0.04% | No change | 8,993 | $547K |
| Ieq Capital, LLC | 0.00% | Add +43.0% | 8,992 | $547K |
| Brio Consultants, LLC | 0.06% | Add +0.1% | 8,856 | $538K |
| Pinnacle Bancorp, Inc. | 0.14% | Reduce -6.4% | 8,828 | $537K |
| Portland Financial Advisors Inc | 0.98% | No change | 8,816 | $536K |
| Trueblood Wealth Management, LLC | 0.19% | Add +0.1% | 8,762 | $533K |
| Crescent Sterling, Ltd. | 0.47% | No change | 8,698 | $529K |
| XY Planning Network, Inc. | 0.07% | New | 8,691 | $528K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.22% | Reduce -25.3% | 8,564 | $521K |
| Kestra Investment Management, LLC | 0.01% | Reduce -41.6% | 8,516 | $518K |
| Moors & Cabot, Inc. | 0.02% | New | 8,493 | $516K |
| Silverlake Wealth Management LLC | 0.10% | Reduce -10.1% | 8,479 | $515K |
| Cascade Investment Advisors, Inc. | 0.28% | Reduce -2.3% | 8,470 | $515K |
| Awm Capital, LLC | 0.04% | Reduce -42.6% | 8,419 | $512K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -20.7% | 8,377 | $509K |
| Caprock Group, LLC | 0.01% | Add +20.7% | 8,375 | $509K |
| Kraematon Investment Advisors, Inc. | 0.38% | Reduce -1.6% | 8,371 | $509K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +13.4% | 8,349 | $508K |
| Narus Financial Partners, LLC | 0.13% | Add +6.5% | 8,324 | $506K |
| Compass Financial Services Inc | 0.19% | Add +0.1% | 8,300 | $505K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.0% | 8,894 | $503K |
| OakTrust Wealth Advisors, LLC | 0.43% | Add +0.3% | 8,223 | $500K |
| Capital Square, LLC | 0.22% | Add +6.2% | 8,041 | $496K |
| Fortis Group Advisors, LLC | 0.08% | Add +6.0% | 8,114 | $493K |
| GDS Wealth Management | 0.02% | No change | 8,056 | $490K |
| Clarity Capital Advisors, LLC | 0.20% | No change | 8,021 | $488K |
| Tilson Financial Group, Inc. | 0.13% | Add +0.2% | 8,002 | $486K |
| Mullaney, Keating & Wright, Inc. | 0.23% | Add +14.3% | 7,949 | $483K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +0.6% | 7,940 | $483K |
| Johnson Wealth Management, LLC | 0.20% | No change | 7,937 | $482K |
| Curran Financial Partners, LLC | 0.07% | Add +24.4% | 7,874 | $479K |
| Darrow Company, Inc. | 0.19% | Add +0.3% | 7,864 | $478K |
| South Shore Capital Advisors | 0.32% | No change | 7,835 | $476K |
| O'Keefe Stevens Advisory, Inc. | 0.10% | No change | 7,830 | $476K |
| Tidemark, LLC | 0.11% | Add +37.8% | 7,798 | $474K |
| Daviman Financial, LLC | 0.26% | Add +0.5% | 7,792 | $474K |
| Keybank National Association | 0.00% | Add +77.0% | 7,764 | $472K |
| Oarsman Capital, Inc. | 0.05% | Add +0.0% | 7,740 | $471K |
| Sage Mountain Advisors LLC | 0.03% | No change | 7,660 | $466K |
| Inscription Capital, LLC | 0.04% | New | 7,640 | $464K |
| Financial Solutions Advisory Group, Inc. | 0.06% | Reduce -11.0% | 7,532 | $464K |
| Florida Trust Wealth Management Co | 0.01% | No change | 7,627 | $464K |
| AlphaCore Capital LLC | 0.01% | Add +12.2% | 7,565 | $460K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,535 | $458K |
| Black Diamond Financial, LLC | 0.04% | No change | 7,532 | $458K |
| NWF Advisory Services Inc. | 0.04% | Add +10.0% | 7,342 | $446K |
| Hengehold Capital Management LLC | 0.03% | Add +17.7% | 7,312 | $444K |
| FWG Investments, LLC. | 0.23% | Add +6.9% | 7,302 | $444K |
| World Investment Advisors | 0.01% | Add +46.8% | 7,373 | $442K |
| Colter Lewis Investment Partners LLC | 0.20% | Add +0.4% | 7,241 | $440K |
| Asset Allocation Strategies LLC | 0.07% | Reduce -17.1% | 7,202 | $438K |
| Allie Family Office LLC | 0.16% | No change | 7,159 | $435K |
| Mayfair Advisory Group, LLC | 0.13% | No change | 7,018 | $435K |
| SCS Capital Management LLC | 0.00% | No change | 7,131 | $433K |
| DV Trading LLC | 0.04% | New | 7,117 | $433K |
| Keebeck Wealth Management | 0.04% | No change | 7,116 | $433K |
| Aviso Wealth Management | 0.15% | Add +0.8% | 7,112 | $432K |
| Summit Wealth Group LLC / Co. | 0.04% | Add +4.4% | 7,105 | $432K |
| Iowa State Bank | 0.07% | No change | 7,100 | $432K |
| Retirement Planning Co of New England, Inc. | 0.15% | Add +0.3% | 7,088 | $431K |
| Somerset Trust Co | 0.12% | Reduce -2.2% | 7,053 | $429K |
| Syon Capital LLC | 0.02% | Reduce -23.8% | 7,044 | $428K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -18.6% | 7,032 | $427K |
| SHP Wealth Management | 0.03% | Reduce -12.5% | 6,957 | $423K |
| Acorn Wealth Advisors, LLC | 0.10% | No change | 6,954 | $423K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Reduce -2.5% | 6,938 | $422K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Reduce -19.5% | 6,907 | $420K |
| Warren Street Wealth Advisors, LLC | 0.09% | Reduce -4.0% | 6,901 | $420K |
| Wealth Alliance, LLC | 0.04% | Add +52.6% | 6,875 | $418K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -1.9% | 6,871 | $418K |
| ETF Store, Inc. | 0.35% | Add +0.2% | 6,828 | $415K |
| Westbourne Investments, Inc. | 0.17% | Add +5.0% | 6,800 | $413K |
| QRG Capital Management, Inc. | 0.00% | Add +29.5% | 6,759 | $411K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 6,753 | $411K |
| Empirical Asset Management, LLC | 0.09% | Reduce -6.8% | 6,735 | $409K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +18.4% | 6,728 | $409K |
| POM Investment Strategies, LLC | 0.46% | Reduce -1.9% | 6,726 | $409K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -0.5% | 6,661 | $405K |
| Twelve Points Wealth Management LLC | 0.08% | Add +3.7% | 6,631 | $403K |
| Alliancebernstein L.P. | 0.00% | No change | 7,094 | $401K |
| Cassilly Financial Group LLC | 0.29% | Reduce -5.2% | 6,602 | $401K |
| Cascade Financial Partners, LLC | 0.03% | Add +6.7% | 6,591 | $401K |
| Snider Financial Group | 0.10% | Reduce -16.1% | 6,588 | $400K |
| PUREfi Wealth, LLC | 0.22% | Add +0.0% | 6,585 | $400K |
| Key Client Fiduciary Advisors, LLC | 0.12% | No change | 6,581 | $400K |
| Centurion Wealth Management LLC | 0.10% | New | 6,581 | $400K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.4% | 6,550 | $398K |
| Essex Financial Services, Inc. | 0.02% | New | 6,530 | $397K |
| Everest Financial Group LLC | 0.05% | No change | 6,519 | $396K |
| JMN Financial LLC | 0.31% | Reduce -0.8% | 6,516 | $396K |
| Cerro Pacific Wealth Advisors LLC | 0.09% | Reduce -7.7% | 6,476 | $394K |
| AMG National Trust Bank | 0.01% | New | 6,476 | $394K |
| Stiles Financial Services Inc | 0.10% | Add +1.2% | 6,425 | $391K |
| ZEGA Investments, LLC | 0.06% | Reduce -4.4% | 6,383 | $388K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +60.5% | 6,368 | $387K |
| XTX Topco Ltd | 0.01% | New | 6,365 | $387K |
| Vawter Financial, Ltd. | 0.15% | No change | 6,354 | $386K |
| Colonial River Investments, LLC | 0.11% | Reduce -6.0% | 6,274 | $381K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 6,273 | $381K |
| LCNB Corp. | 0.12% | No change | 6,250 | $380K |
| Richard W. Paul & Associates, LLC | 0.12% | No change | 6,228 | $379K |
| Aegis Wealth Management, Inc. | 0.24% | Add +41.9% | 6,215 | $378K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -23.5% | 6,210 | $377K |
| Ruggiero Investments, Inc. | 0.32% | Reduce -4.3% | 6,193 | $376K |
| Richmond Brothers, Inc. | 0.20% | New | 6,169 | $375K |
| Franklin Resources Inc. | 0.00% | Reduce -96.6% | 6,155 | $374K |
| KLCM Advisors, Inc. | 0.03% | Add +14.7% | 6,108 | $371K |
| Berkeley, Inc | 0.12% | No change | 6,104 | $371K |
| Thayer Partners, LLC / MA | 0.15% | Add +0.4% | 6,103 | $371K |
| Fisher Asset Management | 0.00% | New | 6,089 | $370K |
| Second Line Capital, LLC | 0.07% | Add +6.2% | 6,073 | $369K |
| Grandview Asset Management LLC | 0.09% | Reduce -1.8% | 6,069 | $369K |
| Roehl & Yi Investment Advisors, LLC | 0.12% | No change | 6,060 | $368K |
| Virtue Capital Management, LLC | 0.05% | Reduce -4.6% | 5,986 | $364K |
| Principal Securities, Inc. | 0.00% | Reduce -1.0% | 5,975 | $363K |
| Ballast, Inc. | 0.07% | Reduce -5.7% | 5,970 | $363K |
| Gill Capital Partners, LLC | 0.10% | No change | 5,918 | $360K |
| Lynx Investment Advisory | 0.12% | Add +0.4% | 5,913 | $359K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 5,900 | $359K |
| Pinion Investment Advisors, LLC | 0.07% | No change | 5,860 | $356K |
| GoalVest Advisory LLC | 0.07% | No change | 5,860 | $356K |
| WNY Asset Management, LLC | 0.03% | Reduce -8.2% | 5,849 | $356K |
| Smallwood Wealth Investment Management, LLC | 0.16% | No change | 5,842 | $355K |
| Brookwood Investment Group LLC | 0.04% | Add +40.0% | 5,824 | $354K |
| First Community Trust NA | 0.16% | No change | 5,820 | $354K |
| Essex Bank | 0.08% | No change | 5,800 | $353K |
| Mascagni Wealth Management, Inc. | 0.22% | Reduce -0.4% | 5,787 | $352K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -10.9% | 5,775 | $351K |
| Berger Financial Group, Inc | 0.02% | Reduce -8.3% | 5,773 | $351K |
| Reyes Financial Architecture, Inc. | 0.20% | Reduce -0.1% | 5,743 | $349K |
| Maripau Wealth Management LLC | 0.12% | New | 5,728 | $348K |
| Dravo Bay LLC | 0.12% | Reduce -21.7% | 5,646 | $343K |
| Mma Asset Management LLC | 0.11% | Reduce -1.9% | 5,643 | $343K |
| Huntington National Bank | 0.00% | Reduce -0.0% | 5,636 | $343K |
| Linscomb Wealth, Inc. | 0.01% | New | 5,548 | $337K |
| Americana Partners, LLC | 0.01% | Reduce -14.8% | 5,533 | $336K |
| Focused Wealth Management, Inc | 0.03% | Reduce -9.7% | 5,514 | $335K |
| Old Peak Finance LLC | 0.16% | No change | 5,511 | $335K |
| Interchange Capital Partners, LLC | 0.06% | No change | 5,501 | $334K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.2% | 5,462 | $332K |
| SFG Wealth Management, LLC. | 0.12% | Reduce -0.7% | 5,399 | $328K |
| Sharper & Granite LLC | 0.10% | Reduce -4.4% | 5,399 | $328K |
| Hegarty Advisors, LLC | 0.23% | Add +0.2% | 5,382 | $327K |
| Venture Visionary Partners LLC | 0.01% | Add +5.6% | 5,377 | $327K |
| Fiduciary Group, LLC | 0.03% | Reduce -3.3% | 5,366 | $326K |
| Tranquility Partners, LLC | 0.11% | Add +0.1% | 5,365 | $326K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +1.1% | 5,369 | $326K |
| Byrne Financial Freedom, LLC | 0.13% | Add +5.1% | 5,362 | $326K |
| Everhart Financial Group, Inc. | 0.02% | Add +0.1% | 5,298 | $322K |
| Shulman DeMeo Asset Management LLC | 0.06% | Reduce -0.8% | 5,292 | $322K |
| Fischer Financial Services, Inc. | 0.08% | New | 5,261 | $320K |
| Kaizen Financial Strategies | 0.12% | Add +8.3% | 5,154 | $314K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -5.5% | 5,162 | $314K |
| Cape Investment Advisory, Inc. | 0.08% | Reduce -9.8% | 5,120 | $311K |
| Three Arch Wealth Management LLC | 0.05% | No change | 5,094 | $310K |
| Global View Capital Management LLC | 0.06% | Add +7.9% | 5,090 | $309K |
| MPWM Advisory Solutions, LLC | 0.14% | Add +0.1% | 5,079 | $309K |
| Hancock Whitney Corp. | 0.01% | Reduce -3.2% | 5,030 | $306K |
| Ariadne Wealth Management, LP | 0.14% | No change | 5,029 | $306K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -62.5% | 5,026 | $306K |
| Rockwood Wealth Management, LLC | 0.02% | Add +39.5% | 5,005 | $304K |
| Erickson Financial Group, LLC | 0.16% | Reduce -3.9% | 4,978 | $303K |
| One Charles Private Wealth Services, LLC | 0.07% | New | 4,978 | $303K |
| Capital Advantage, Inc. | 0.04% | New | 4,968 | $302K |
| Pacific Excel Wealth Advisors, Inc. | 0.12% | Reduce -80.2% | 4,967 | $302K |
| Heritage Family Offices, LLP | 0.12% | New | 4,967 | $302K |
| SMART Wealth LLC | 0.06% | Add +0.2% | 4,954 | $301K |
| Golden Reserve Retirement LLC | 0.05% | New | 4,946 | $301K |
| Strategic Blueprint, LLC | 0.01% | Reduce -7.3% | 4,928 | $300K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 4,918 | $299K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -21.5% | 4,887 | $297K |
| Montz Harcus Wealth Management LLC | 0.11% | Add +12.3% | 4,885 | $297K |
| Inspire Trust Co, N.A. | 0.04% | New | 4,883 | $297K |
| World Equity Group, Inc. | 0.07% | New | 4,877 | $297K |
| Marion Wealth Management | 0.06% | Add +0.4% | 4,875 | $296K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -4.3% | 4,875 | $296K |
| Hurley Capital, LLC | 0.15% | Add +0.6% | 4,860 | $295K |
| Annex Advisory Services, LLC | 0.01% | Reduce -9.2% | 4,856 | $295K |
| Neuberger Berman Group LLC | 0.00% | No change | 4,847 | $295K |
| Mountain Capital Investment Advisors Inc. | 0.04% | Add +7.5% | 4,837 | $294K |
| Tucker Asset Management LLC | 0.07% | Add +23.3% | 4,836 | $294K |
| Glenview Trust Co | 0.00% | No change | 4,834 | $294K |
| Lane Brothers & Co. Inc. | 0.19% | Reduce -5.0% | 4,780 | $291K |
| Garden State Investment Advisory Services LLC | 0.06% | Reduce -6.0% | 4,743 | $288K |
| Wise Wealth Partners | 0.49% | Add +0.0% | 4,736 | $288K |
| Fusion Family Wealth, LLC | 0.02% | No change | 4,706 | $286K |
| Up Capital Management, Inc. | 0.22% | Add +0.4% | 4,639 | $282K |
| Valued Retirements, Inc. | 0.25% | No change | 4,631 | $282K |
| KRM Wealth Management L.L.C. | 0.12% | Reduce -0.5% | 4,621 | $281K |
| Chris Bulman Inc | 0.10% | Add +0.0% | 4,621 | $281K |
| Procyon Advisors, LLC | 0.01% | Reduce -15.8% | 4,619 | $281K |
| Amicus Financial Advisors, LLC | 0.07% | Reduce -2.2% | 4,596 | $279K |
| Nuveen, LLC | 0.00% | New | 4,547 | $276K |
| Arrowroot Family Office, LLC | 0.08% | Add +0.3% | 4,544 | $276K |
| Pacific Point Advisors, LLC | 0.13% | New | 4,541 | $276K |
| Intellectus Partners, LLC | 0.05% | No change | 4,500 | $274K |
| Note Advisors, LLC | 0.12% | No change | 4,484 | $273K |
| Goldstein Advisors, LLC | 0.02% | No change | 4,473 | $272K |
| First Interstate Bank | 0.01% | New | 4,469 | $272K |
| Purkiss Capital Advisors LLC | 0.10% | New | 4,458 | $271K |
| Choate Investment Advisors | 0.00% | No change | 4,454 | $271K |
| Grantvest Financial Group LLC | 0.16% | Add +0.3% | 4,436 | $270K |
| Principle Wealth Partners LLC | 0.01% | No change | 4,434 | $270K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +23.5% | 4,410 | $268K |
| Parkside Financial Bank & Trust | 0.02% | Add +1444.7% | 4,387 | $267K |
| Valley National Advisers Inc. | 0.03% | No change | 4,352 | $265K |
| Legacies Wealth LLC | 0.14% | No change | 4,340 | $264K |
| LexAurum Advisors, LLC | 0.03% | Add +0.0% | 4,329 | $263K |
| Mustard Seed Financial, LLC | 0.14% | Reduce -2.3% | 4,321 | $263K |
| Oath Planning, LLC | 0.19% | Add +0.4% | 4,318 | $263K |
| Phillip James Consulting Co. | 0.18% | New | 4,317 | $262K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 4,304 | $262K |
| Walleye Partners, LLC | 0.30% | No change | 4,300 | $261K |
| Bessemer Group Inc. | 0.00% | Add +2047.0% | 4,294 | $261K |
| Howard Capital Management Group, LLC | 0.02% | No change | 4,273 | $260K |
| Thrive Capital Management, LLC | 0.05% | New | 4,265 | $259K |
| Squarepoint Ops LLC | 0.00% | New | 4,254 | $259K |
| Forza Wealth Management, LLC | 0.08% | No change | 4,165 | $253K |
| Accel Wealth Management | 0.06% | Add +0.4% | 4,155 | $253K |
| Financial Management Network Inc. | 0.04% | New | 4,076 | $252K |
| Nwam LLC | 0.01% | Add +16.3% | 4,142 | $252K |
| TCTC Holdings, LLC | 0.01% | No change | 4,123 | $251K |
| Sterling Investment Counsel, LLC | 0.06% | Reduce -17.4% | 4,107 | $250K |
| Vantage Point Financial LLC | 0.08% | New | 4,086 | $248K |
| Elm Partners Management LLC | 0.01% | Reduce -13.3% | 4,086 | $248K |
| Cambridge Advisors Inc. | 0.04% | Reduce -14.7% | 4,070 | $247K |
| HBK Sorce Advisory LLC | 0.00% | Add +0.7% | 3,896 | $245K |
| Uptick Partners, LLC | 0.04% | Reduce -89.7% | 4,037 | $245K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -2.6% | 4,026 | $245K |
| Acute Investment Advisory, LLC | 2.59% | Reduce -4.3% | 4,024 | $245K |
| SmartHarvest Portfolios, LLC | 0.08% | No change | 4,008 | $244K |
| Delta Capital Management LLC | 0.11% | No change | 4,000 | $243K |
| Winch Advisory Services, LLC | 0.05% | Reduce -0.1% | 3,972 | $241K |
| Phillips Financial Management, LLC | 0.02% | Reduce -8.3% | 3,962 | $241K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -52.5% | 3,952 | $240K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.7% | 3,935 | $239K |
| Veracity Capital LLC | 0.06% | Reduce -1.4% | 3,931 | $239K |
| Advisor Resource Council | 0.08% | Reduce -6.3% | 3,852 | $238K |
| Asio Capital, LLC | 0.03% | Add +0.1% | 3,909 | $238K |
| Revere Asset Management, Inc | 0.09% | New | 3,907 | $238K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Add +0.4% | 3,903 | $237K |
| Trifecta Capital Advisors, LLC | 0.03% | No change | 3,903 | $237K |
| Cowa, LLC | 0.06% | No change | 3,900 | $237K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -19.6% | 3,896 | $237K |
| White Lighthouse Investment Management Inc. | 0.03% | Add +2.5% | 3,876 | $236K |
| Fortitude Financial, LLC | 0.21% | Reduce -32.3% | 3,876 | $236K |
| Bayban | 0.18% | Reduce -1.3% | 3,868 | $235K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | New | 3,838 | $233K |
| Glassman Wealth Services | 0.03% | No change | 3,833 | $233K |
| Crews Bank & Trust | 0.03% | No change | 3,816 | $232K |
| Keenan, LLC | 0.16% | Add +1.5% | 3,814 | $232K |
| Innovative Wealth Building LLC | 0.13% | New | 3,767 | $229K |
| Westco Advisory Services Inc. | 0.14% | Reduce -0.9% | 3,765 | $229K |
| Stirlingshire Investments, Inc. | 0.17% | Reduce -6.3% | 3,752 | $228K |
| Capital Management Associates, Inc | 0.05% | New | 3,739 | $227K |
| Tradewinds, LLC. | 0.05% | New | 752 | $227K |
| Carlson Financial, Inc. | 0.12% | Add +0.2% | 3,714 | $226K |
| Financial Advisory Partners, LLC | 0.06% | New | 3,707 | $225K |
| Tactive Advisors, LLC | 0.06% | Reduce -19.6% | 3,700 | $225K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +6.8% | 3,685 | $224K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -71.2% | 3,680 | $224K |
| Bernardo Wealth Planning LLC | 0.04% | Add +0.1% | 3,676 | $223K |
| Summit Place Financial Advisors, LLC | 0.10% | No change | 3,675 | $223K |
| Stonebridge Financial Planning Group, LLC | 0.07% | No change | 3,652 | $222K |
| Wilkins Miller Wealth Management, LLC | 0.12% | Add +0.3% | 3,643 | $221K |
| Wealthcare Capital Partners, LLC | 0.09% | New | 3,610 | $219K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 3,597 | $219K |
| Indivisible Partners | 0.01% | New | 3,596 | $219K |
| TD Waterhouse Canada Inc. | 0.00% | Add +23.6% | 3,549 | $217K |
| Falcon Wealth Planning | 0.01% | No change | 3,558 | $216K |
| Emerald Advisors, LLC | 0.03% | No change | 3,553 | $216K |
| AdviceOne Advisory Services, LLC | 0.12% | No change | 3,542 | $215K |
| One Wealth Capital Management, LLC | 0.06% | New | 3,541 | $215K |
| Regatta Research & Money Management | 0.20% | — | 3,532 | $215K |
| AGH Wealth Advisors, LLC | 0.13% | Reduce -2.6% | 3,508 | $213K |
| Rothschild Investment LLC | 0.01% | No change | 3,506 | $213K |
| SwitchPoint Financial Planning, LLC | 0.12% | New | 3,500 | $213K |
| Allen Capital Group, LLC | 0.02% | New | 3,500 | $213K |
| Madison Wealth Partners, Inc | 0.03% | New | 3,493 | $212K |
| StoneX Group Inc. | 0.01% | New | 3,466 | $211K |
| Hibernia Wealth Partners, LLC | 0.11% | Reduce -14.3% | 3,463 | $211K |
| Invera Wealth Advisors, LLC | 0.11% | New | 3,458 | $210K |
| Topsail Wealth Management, LLC | 0.03% | No change | 3,450 | $210K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -4.9% | 3,450 | $210K |
| Aspen Wealth Management LLC | 0.04% | New | 3,449 | $210K |
| Financial Strategies Group, Inc. | 0.03% | Reduce -1.7% | 3,394 | $210K |
| Horizon Wealth Management, LLC | 0.03% | New | 3,401 | $207K |
| Clear Harbor Asset Management, LLC | 0.01% | New | 3,397 | $207K |
| Compass Capital Corp. /Ma/ | 0.07% | New | 3,249 | $206K |
| LRI Investments, LLC | 0.02% | No change | 3,383 | $206K |
| KPP Advisory Services LLC | 0.03% | Reduce -28.7% | 3,373 | $205K |
| Coign Capital Advisors LLC | 0.09% | New | 3,371 | $205K |
| Palladiem, LLC | 0.20% | Reduce -95.3% | 3,357 | $204K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,357 | $204K |
| Hopwood Financial Services, Inc. | 0.12% | New | 3,351 | $204K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,341 | $203K |
| German American Bancorp, Inc. | 0.02% | New | 3,330 | $202K |
| MFA Wealth Services | 0.12% | New | 3,321 | $202K |
| Members Trust Co | 0.01% | New | 3,317 | $202K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,311 | $201K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -32.9% | 3,236 | $197K |
| Blue Trust, Inc. | 0.00% | Add +9.2% | 3,231 | $196K |
| Evermay Wealth Management LLC | 0.02% | No change | 3,179 | $193K |
| Peak Retirement Planning, Inc. | 0.03% | New | 3,161 | $192K |
| SBI Securities Co., Ltd. | 0.00% | Add +2.0% | 3,138 | $191K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.5% | 3,092 | $188K |
| National Bank of Canada | 0.00% | Reduce -20.6% | 3,079 | $187K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Reduce -7.0% | 3,063 | $186K |
| Pin Oak Investment Advisors Inc. | 0.13% | No change | 3,026 | $184K |
| Concord Wealth Partners | 0.02% | Reduce -16.4% | 2,965 | $180K |
| Ancora Advisors LLC | 0.00% | No change | 2,961 | $180K |
| Old Second National Bank of Aurora | 0.03% | Reduce -60.6% | 2,835 | $172K |
| Creative Capital Management Investments LLC | 0.04% | New | 2,812 | $171K |
| Colonial Trust Co / SC | 0.02% | No change | 2,800 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,707 | $165K |
| Indiana Trust & Investment Management Co | 0.04% | Reduce -3.0% | 2,691 | $164K |
| Operose Advisors LLC | 0.03% | Reduce -16.0% | 2,691 | $164K |
| Fiduciary Financial Advisors | 0.02% | New | 2,646 | $161K |
| Continuum Advisory, LLC | 0.01% | New | 2,615 | $159K |
| Heritage Wealth Advisors | 0.01% | No change | 2,494 | $152K |
| Lloyd Advisory Services, LLC. | 0.06% | Add +82.0% | 2,475 | $150K |
| Buck Wealth Strategies, LLC | 0.02% | New | 2,435 | $148K |
| Archer Investment Corp | 0.03% | Reduce -5.4% | 2,410 | $147K |
| Murphy & Mullick Capital Management Corp | 0.09% | No change | 2,403 | $146K |
| Noble Wealth Management PBC | 0.06% | Reduce -0.2% | 2,260 | $137K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 2,235 | $136K |
| Westside Investment Management, Inc. | 0.02% | Add +90.9% | 2,214 | $135K |
| TD Private Client Wealth LLC | 0.00% | No change | 2,164 | $132K |
| Independence Bank of Kentucky | 0.01% | No change | 2,159 | $131K |
| Trust Co. of Vermont | 0.00% | — | 2,042 | $124K |
| REAP Financial Group, LLC | 0.02% | Add +1654.3% | 2,035 | $124K |
| Acropolis Investment Management, LLC | 0.00% | No change | 1,946 | $118K |
| Evolution Wealth Management Inc. | 0.07% | Add +11.3% | 1,934 | $118K |
| Maseco LLP | 0.00% | Add +17.9% | 1,893 | $115K |
| Delta Asset Management LLC | 0.01% | New | 1,881 | $114K |
| Bare Financial Services, Inc | 0.03% | No change | 1,830 | $111K |
| Crewe Advisors LLC | 0.01% | Add +146.8% | 1,824 | $111K |
| Basepoint Wealth LLC | 0.06% | Add +0.5% | 1,684 | $102K |
| Dunhill Financial, LLC | 0.02% | No change | 1,658 | $101K |
| Main Street Group, LTD | 0.03% | Add +0.4% | 1,654 | $101K |
| Strive Financial Group ,LLC | 0.04% | Reduce -8.0% | 1,648 | $100K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,765 | $100K |
| Trust Co | 0.01% | Add +22.6% | 1,641 | $100K |
| Urban Financial Advisory Corp | 0.03% | Reduce -29.3% | 1,620 | $98K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,628 | $98K |
| Pacific Center for Financial Services | 0.02% | No change | 1,580 | $96K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,533 | $93K |
| Pinney & Scofield, Inc. | 0.04% | No change | 1,514 | $92K |
| Hickory Point Bank & Trust | 0.06% | No change | 1,507 | $92K |
| Knuff & Co LLC | 0.02% | No change | 1,502 | $91K |
| Nvwm, LLC | 0.02% | No change | 1,461 | $89K |
| Marshall Investment Management, LLC | 0.04% | Add +0.1% | 1,460 | $89K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.4% | 1,264 | $78K |
| Family Manage LLC | 0.01% | New | 1,266 | $77K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -4.0% | 1,252 | $76K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.2% | 1,198 | $73K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -44.2% | 1,181 | $72K |
| WealthShield Partners, LLC | 0.01% | Reduce -95.7% | 1,181 | $72K |
| Manchester Capital Management LLC | 0.01% | Reduce -20.0% | 1,160 | $71K |
| First Financial Corp. | 0.02% | No change | 1,157 | $70K |
| NBT Bank, N.A. | 0.00% | Reduce -38.0% | 1,132 | $69K |
| Castlekeep Investment Advisors LLC | 0.03% | New | 1,132 | $69K |
| Asset Dedication, LLC | 0.00% | No change | 1,122 | $68K |
| Parallel Advisors, LLC | 0.00% | Add +2.7% | 1,097 | $67K |
| Byrne Asset Management LLC | 0.04% | No change | 172 | $67K |
| Ballast Advisors LLC | 0.02% | Add +1.4% | 1,059 | $64K |
| Access Investment Management LLC | 0.02% | No change | 1,050 | $64K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,024 | $62K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 1,021 | $62K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $61K |
| NFSG Corp | 0.01% | No change | 911 | $55K |
| Salem Investment Counselors Inc. | 0.00% | No change | 898 | $55K |
| Downshift Financial, LLC | 0.02% | New | 898 | $55K |
| Steph & Co. | 0.01% | Reduce -30.8% | 885 | $54K |
| Essential Partners LLC | 0.02% | No change | 869 | $53K |
| CENTRAL TRUST Co | 0.00% | Add +325.6% | 864 | $53K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 840 | $51K |
| McGuire Capital Advisors Inc. | 0.03% | Add +214.7% | 837 | $51K |
| Brooklyn FI, LLC | 0.01% | New | 816 | $50K |
| Clearstead Advisors, LLC | 0.00% | Reduce -87.1% | 822 | $50K |
| TFC Financial Management, Inc. | 0.01% | No change | 799 | $49K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 796 | $48K |
| First Command Advisory Services, Inc. | 0.00% | Add +12.2% | 781 | $47K |
| Vima LLC | 0.05% | — | 769 | $47K |
| DecisionPoint Financial, LLC | 0.01% | No change | 750 | $46K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +240.4% | 749 | $46K |
| StrongBox Wealth, LLC | 0.01% | New | 740 | $45K |
| FWL Investment Management, LLC | 0.01% | No change | 735 | $45K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 713 | $43K |
| Oakworth Capital, Inc. | 0.00% | New | 700 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.3% | 694 | $42K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 671 | $41K |
| VSM Wealth Advisory, LLC | 0.01% | Add +0.5% | 667 | $41K |
| Align Financial, LLC | 0.02% | No change | 661 | $40K |
| Financial Consulate, Inc. | 0.00% | No change | 651 | $40K |
| Clark Wealth Partners | 0.02% | New | 630 | $38K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 619 | $38K |
| Zions Bancorporation, National Association | 0.00% | No change | 617 | $38K |
| Park Place Capital Corp | 0.01% | No change | 597 | $36K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 576 | $35K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 569 | $35K |
| CDKV Holdings LLC | 0.03% | No change | 560 | $34K |
| PlanVest Financial, Inc | 0.02% | No change | 553 | $34K |
| Triumph Capital Management | 0.01% | No change | 548 | $33K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 544 | $33K |
| CVA Family Office, LLC | 0.00% | Add +0.4% | 541 | $33K |
| Lodestone Wealth Management LLC | 0.01% | Reduce -12.7% | 536 | $33K |
| Fiduciary Advisors, Inc. | 0.02% | Add +0.6% | 512 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 503 | $31K |
| Meramec Financial Planners, LLC | 0.01% | Add +0.4% | 477 | $30K |
| Leo H. Evart, Inc. | 0.02% | No change | 445 | $27K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 432 | $26K |
| Hartford Financial Management Inc. | 0.01% | No change | 420 | $26K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 402 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 395 | $24K |
| Napier Financial, LLC | 0.00% | Add +0.5% | 383 | $23K |
| Elevated Capital Advisors, LLC | 0.01% | No change | 371 | $23K |
| SYM FINANCIAL Corp | 0.00% | New | 368 | $22K |
| Hanson & Doremus Investment Management | 0.00% | No change | 353 | $21K |
| Signature Equity Partners, LLC | 0.01% | Reduce -31.0% | 345 | $21K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 340 | $21K |
| EPG Wealth Management LLC | 0.00% | Add +0.9% | 329 | $20K |
| RHL Group, LLC | 0.02% | Add +0.6% | 327 | $20K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 328 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 325 | $20K |
| Wellington-Altus USA Inc. | 0.01% | No change | 346 | $20K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Add +78.3% | 296 | $18K |
| Pacifica Partners Inc. | 0.01% | No change | 290 | $18K |
| City Holding Co. | 0.00% | Reduce -4.9% | 290 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -78.2% | 282 | $17K |
| Birchbrook, Inc. | 0.01% | No change | 269 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 250 | $15K |
| Atlatl Advisers LLC | 0.00% | New | 231 | $14K |
| Providence Capital Advisors, LLC | 0.00% | No change | 229 | $14K |
| Networth Advisors, LLC | 0.01% | Reduce -16.0% | 221 | $13K |
| WPG Advisers, LLC | 0.01% | Add +0.5% | 210 | $13K |
| Go Invest LLC | 0.00% | Add +8.4% | 207 | $13K |
| Silver Grove Financial Group, Inc. | 0.01% | Add +0.5% | 201 | $12K |
| DT Investment Partners, LLC | 0.00% | No change | 200 | $12K |
| Hughes Financial Services, LLC | 0.00% | No change | 198 | $12K |
| Avion Wealth | 0.00% | Add +0.5% | 213 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 179 | $11K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 181 | $11K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 163 | $10K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -14.2% | 163 | $10K |
| Addison Advisors LLC | 0.00% | No change | 163 | $10K |
| GAMMA Investing LLC | 0.00% | Add +35.9% | 159 | $10K |
| Compass Financial Management LLC | 0.00% | — | 151 | $9K |
| Blueline Advisors LLC | 0.01% | No change | 140 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 136 | $8K |
| United Community Bank | 0.00% | No change | 128 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 124 | $8K |
| Eastern Bank | 0.00% | No change | 120 | $7K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 114 | $7K |
| Blume Capital Management, Inc. | 0.00% | No change | 112 | $7K |
| Robinswood Financial LLC | 0.00% | No change | 107 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -75.7% | 91 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 66 | $4K |
| Institute for Wealth Management, LLC. | 0.00% | New | 64 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 62 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 60 | $4K |
| CNB Bank | 0.00% | Reduce -23.6% | 55 | $3K |
| Monetary Solutions, Ltd | 0.00% | No change | 50 | $3K |
| Spurstone Advisory Services, LLC | 0.03% | No change | 40 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 38 | $2K |
| Timbuktu Capital Management, LLC | 0.00% | — | 35 | $2K |
| Horizon Bancorp Inc. | 0.00% | No change | 36 | $2K |
| Logan Capital Management Inc. | 0.00% | — | 31 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 30 | $2K |
| Abound Wealth Management | 0.00% | Reduce -87.9% | 29 | $2K |
| Breakwater Investment Management | 0.00% | No change | 26 | $2K |
| Montgomery Financial Services LLC | 0.00% | — | 20 | $1K |
| Sittner & Nelson, LLC | 0.00% | No change | 17 | $1K |
| Rialto Wealth Management, LLC | 0.00% | No change | 16 | $973 |
| True Wealth Design, LLC | 0.00% | No change | 7 | $426 |
| Rakuten Securities, Inc. | 0.00% | New | 5 | $304 |
| Founders Capital Management | 0.00% | No change | 4 | $262 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $192 |
| Kilter Group LLC | 0.00% | Reduce -99.9% | 1 | $85 |
"% 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.