iShares MSCI USA Momentum FaMTUMETF
13F holders, Q4 2024 (December 31)871holders +170
150new positions
33sold out
4famous investors
$206.85avg. 13F price*
At the end of Q4 2024, 871 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 170 from Q3 2024. 150 opened new positions and 33 sold out. The largest holders were Envestnet Asset Management Inc. ($2.6B), Mercer Global Advisors Inc. ($1.4B) and Raymond James Financial Inc. ($574.8M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 150 | $498.7M |
| Exits | 33 | $16.4M |
All 13F filers, Q3 2024 → Q4 2024: 18,631,058 shares bought and 1,649,888 shares sold, net +16,981,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 871 holders
| Envestnet Asset Management Inc. | 0.84% | Add +58.5% | 12,608,593 | $2.6B |
| Mercer Global Advisors Inc. | 3.49% | Reduce -12.7% | 6,910,350 | $1.4B |
| Raymond James Financial Inc. | 0.21% | — | 2,778,002 | $574.8M |
| Morgan Stanley | 0.03% | Add +53.6% | 2,196,631 | $454.5M |
| LPL Financial LLC | 0.16% | Add +215.4% | 1,954,637 | $404.5M |
| Assetmark, Inc. | 0.98% | Add +3.4% | 1,750,905 | $362.3M |
| Bank of America Corp. | 0.03% | Add +25.2% | 1,528,601 | $316.3M |
| BlackRock, Inc. | 0.01% | Add +59.7% | 1,323,891 | $273.9M |
| State of Michigan Retirement System | 1.39% | Reduce -1.4% | 1,290,890 | $267.1M |
| Blue Trust, Inc. | 3.25% | Add +7.2% | 1,225,308 | $253.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +420.7% | 1,136,848 | $235.2M |
| JPMorgan Chase & Co. | 0.02% | Add +204.8% | 1,128,104 | $233.4M |
| Cerity Partners LLC | 0.48% | Reduce -0.3% | 1,071,198 | $221.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.61% | Add +3.7% | 995,986 | $206.1M |
| Wealth Enhancement Advisory Services, LLC | 0.37% | Reduce -2.5% | 943,286 | $195.2M |
| Cwm, LLC | 0.80% | Add +90.2% | 935,132 | $193.5M |
| Ameriprise Financial Inc. | 0.05% | Add +43.2% | 873,421 | $180.6M |
| Citigroup Inc. | 0.15% | Add +196.9% | 751,348 | $155.5M |
| UBS Group AG | 0.03% | Add +15.6% | 696,266 | $144.1M |
| Envestnet Portfolio Solutions, Inc. | 0.47% | Add +5196.8% | 689,435 | $142.7M |
| Corient Private Wealth LP | 0.23% | Add +2.6% | 683,553 | $141.4M |
| Wells Fargo & Company | 0.03% | Add +16.6% | 669,693 | $138.6M |
| FMR LLC | 0.01% | Reduce -4.4% | 644,618 | $133.4M |
| Savant Capital, LLC | 1.04% | Reduce -12.5% | 637,420 | $131.9M |
| Park Avenue Securities LLC | 1.08% | Add +1055.4% | 507,294 | $105.0M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.4% | 497,211 | $102.9M |
| Royal Bank of Canada | 0.02% | Add +46.4% | 476,204 | $98.5M |
| Janney Montgomery Scott LLC | 0.24% | Add +140.8% | 425,097 | $88.0M |
| MML Investors Services, LLC | 0.28% | Add +664.5% | 389,528 | $80.6M |
| Cetera Investment Advisers | 0.16% | Add +144.9% | 375,548 | $77.7M |
| Arizona PSPRS Trust | 2.38% | Reduce -1.4% | 357,568 | $74.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +62.0% | 333,799 | $69.1M |
| BNP Paribas Financial Markets | 0.05% | Add +4899.6% | 317,125 | $65.6M |
| Summit Rock Advisors, LP | 22.17% | New | 315,070 | $65.4M |
| OneDigital Investment Advisors LLC | 0.72% | Add +139.2% | 299,424 | $62.0M |
| Foster Group, Inc. | 2.35% | Add +5.3% | 298,007 | $61.7M |
| High Probability Advisors, LLC | 10.65% | Add +3.5% | 287,162 | $59.4M |
| Trilogy Capital Inc. | 3.01% | Reduce -2.1% | 283,174 | $58.6M |
| AdvisorShares Investments LLC | 10.91% | New | 273,352 | $56.6M |
| Apella Capital, LLC | 2.12% | Reduce -17.9% | 266,979 | $55.2M |
| Sagespring Wealth Partners, LLC | 1.35% | — | 246,734 | $51.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +57.7% | 236,763 | $49.0M |
| Osaic Holdings, Inc. | 0.11% | Add +45.8% | 276,343 | $49.0M |
| Dynasty Wealth Management, LLC | 0.83% | Add +143.7% | 232,135 | $48.0M |
| Foundations Investment Advisors, LLC | 0.90% | Add +245.6% | 225,033 | $46.6M |
| Provida Pension Fund Administrator | 0.93% | New | 221,425 | $45.8M |
| Strategic Financial Services, Inc. | 2.73% | Add +1.7% | 221,205 | $45.8M |
| Ameritas Advisory Services, LLC | 1.54% | Add +16.3% | 216,000 | $44.7M |
| Keybank National Association | 0.17% | Reduce -2.7% | 211,578 | $43.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 203,357 | $42.1M |
| Armbruster Capital Management, Inc. | 8.46% | Add +0.6% | 201,344 | $41.7M |
| Symmetry Partners, LLC | 5.86% | Add +63.9% | 199,250 | $41.2M |
| Stifel Financial Corp. | 0.04% | Add +288.9% | 190,605 | $39.4M |
| NewEdge Advisors, LLC | 0.23% | Add +883.3% | 181,940 | $37.6M |
| Kathmere Capital Management, LLC | 3.37% | Reduce -1.0% | 181,530 | $37.6M |
| Stonehearth Capital Management, LLC | 14.66% | Reduce -1.0% | 176,672 | $36.6M |
| Life Line Wealth Management LLC | 12.93% | New | 175,177 | $36.2M |
| Sequoia Financial Advisors, LLC | 0.33% | New | 166,267 | $34.4M |
| Sanctuary Advisors, LLC | 0.22% | Reduce -1.9% | 154,926 | $34.1M |
| JB Capital LLC | 1.85% | New | 159,464 | $33.0M |
| Cobblestone Capital Advisors LLC | 1.56% | Add +1.1% | 138,408 | $28.6M |
| United Capital Financial Advisors, LLC | 0.24% | Add +2642.5% | 136,492 | $28.2M |
| 1900 Wealth Management LLC | 2.34% | Reduce -2.5% | 134,724 | $27.9M |
| Invst, LLC | 3.36% | Add +22.4% | 133,414 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +51.4% | 131,258 | $27.2M |
| Acropolis Investment Management, LLC | 1.53% | Add +1.3% | 125,371 | $25.9M |
| CFO4Life Group, LLC | 4.49% | Add +1.2% | 123,597 | $25.6M |
| New York Life Investment Management LLC | 0.24% | Reduce -5.4% | 116,839 | $24.2M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -37.1% | 115,322 | $23.9M |
| Captrust Financial Advisors | 0.06% | Reduce -4.1% | 103,822 | $21.5M |
| Sanchez Wealth Management Group | 5.62% | Add +11.2% | 99,448 | $20.6M |
| Franklin Resources Inc. | 0.01% | Add +79.6% | 99,269 | $20.5M |
| Truist Financial Corp. | 0.03% | Add +276.2% | 99,074 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +24.6% | 98,300 | $20.3M |
| Oppenheimer & Co. Inc. | 0.30% | Reduce -5.2% | 98,093 | $20.3M |
| Sensible Financial Planning & Management, LLC. | 4.19% | Reduce -3.4% | 97,813 | $20.2M |
| Bell Investment Advisors, Inc | 3.74% | Reduce -3.1% | 96,846 | $20.0M |
| Mariner, LLC | 0.03% | Add +28.8% | 94,393 | $19.5M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +200.5% | 94,142 | $19.5M |
| Kestra Investment Management, LLC | 0.73% | New | 89,426 | $18.5M |
| Glenview Trust Co | 0.34% | Reduce -2.5% | 88,740 | $18.4M |
| AE Wealth Management LLC | 0.16% | Add +140.4% | 88,574 | $18.3M |
| Atria Investments, Inc | 0.23% | Add +131.7% | 88,099 | $18.2M |
| Jones Financial Companies LLLP | 0.02% | Add +94.5% | 87,536 | $18.1M |
| Yeomans Consulting Group, Inc. | 6.74% | Add +6.3% | 87,017 | $18.0M |
| Meredith Wealth Planning | 7.85% | Reduce -0.2% | 85,063 | $17.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +118.4% | 81,913 | $16.9M |
| Prudent Investors Network, Inc. | 4.96% | Add +5.0% | 81,866 | $16.9M |
| Trinity Wealth Management, LLC | 7.55% | Reduce -0.1% | 80,668 | $16.7M |
| Oxford Financial Group, LTD. LLC | 1.08% | Reduce -3.4% | 80,383 | $16.6M |
| Journey Advisory Group, LLC | 1.97% | No change | 84,208 | $16.4M |
| US Bancorp \de | 0.02% | Add +158.6% | 76,043 | $15.7M |
| Advisory Services Network, LLC | 0.29% | Add +10.3% | 75,642 | $15.7M |
| Advocacy Wealth Management, LLC | 1.15% | New | 73,142 | $15.1M |
| State of Wisconsin Investment Board | 0.04% | Add +84.5% | 72,140 | $14.9M |
| Private Advisor Group, LLC | 0.08% | Add +13.8% | 71,842 | $14.9M |
| CPC Advisors, LLC | 1.97% | Add +2.5% | 70,051 | $14.5M |
| Summit Wealth Group, LLC | 3.99% | Add +4.5% | 66,579 | $13.8M |
| Convergence Financial, LLC | 2.72% | Add +4.0% | 65,906 | $13.6M |
| M&T Bank Corp | 0.05% | Reduce -1.9% | 65,622 | $13.6M |
| Jmac Enterprises LLC | 2.13% | Add +3.2% | 65,581 | $13.6M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +2113.5% | 65,276 | $13.5M |
| Straight Path Wealth Management | 5.10% | Reduce -1.0% | 62,324 | $12.9M |
| Oxford Wealth Group, LLC | 7.87% | Add +233.0% | 58,856 | $12.2M |
| Well Done, LLC | 2.17% | No change | 58,483 | $11.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.34% | Reduce -8.1% | 56,981 | $11.8M |
| Intrust Bank NA | 1.15% | Add +25.0% | 54,651 | $11.3M |
| Van Hulzen Asset Management, LLC | 0.82% | Add +3.7% | 54,331 | $11.2M |
| Waverly Advisors, LLC | 0.17% | Reduce -4.3% | 53,841 | $11.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.5% | 51,053 | $10.6M |
| Global Wealth Strategies & Associates | 3.18% | Add +1.8% | 49,162 | $10.2M |
| GeoWealth Management, LLC | 0.33% | Reduce -55.2% | 48,223 | $10.0M |
| Scarborough Advisors, LLC | 1.36% | New | 46,678 | $9.7M |
| Elevation Capital Advisory, LLC | 4.13% | Add +3.1% | 46,536 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +744.6% | 45,142 | $9.6M |
| Icon Wealth Advisors, LLC | 0.77% | Add +3433.4% | 45,192 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +403.5% | 45,100 | $9.3M |
| Garrett Wealth Advisory Group, LLC | 2.03% | Reduce -6.2% | 43,152 | $8.9M |
| Chicago Partners Investment Group LLC | 0.30% | Reduce -2.1% | 42,360 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -3.0% | 42,553 | $8.8M |
| Royal Fund Management, LLC | 0.95% | Add +3.0% | 42,061 | $8.7M |
| Opes Wealth Management LLC | 1.75% | Reduce -0.5% | 41,270 | $8.5M |
| Choreo, LLC | 0.12% | Reduce -10.9% | 41,214 | $8.5M |
| Aptus Capital Advisors, LLC | 0.10% | Add +0.2% | 40,847 | $8.5M |
| Lido Advisors, LLC | 0.05% | Reduce -9.8% | 40,017 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.0% | 39,838 | $8.2M |
| Forefront Analytics, LLC | 3.75% | Add +15.5% | 38,945 | $8.1M |
| Avantax Advisory Services, Inc. | 0.05% | Add +263.0% | 38,815 | $8.0M |
| Kingswood Wealth Advisors, LLC | 0.60% | Add +97.6% | 38,302 | $7.9M |
| Claris Financial LLC | 5.18% | — | 38,109 | $7.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +84.6% | 37,912 | $7.8M |
| Centaurus Financial, Inc. | 0.48% | Reduce -2.3% | 37,807 | $7.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.63% | New | 37,537 | $7.8M |
| Stokes Family Office, LLC | 0.80% | Add +894.2% | 36,349 | $7.5M |
| Financial Architects, LLC | 4.76% | Reduce -3.3% | 35,920 | $7.4M |
| Tacita Capital Inc | 5.26% | Reduce -9.6% | 35,629 | $7.4M |
| Capital Planning LLC | 1.93% | Reduce -0.5% | 35,473 | $7.3M |
| Harbour Investments, Inc. | 0.21% | Reduce -3.1% | 34,557 | $7.2M |
| Creative Planning | 0.01% | Add +2.6% | 33,268 | $6.9M |
| Merit Financial Group, LLC | 0.12% | Add +450.4% | 32,658 | $6.8M |
| High Falls Advisors, Inc | 1.56% | New | 32,441 | $6.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -24.7% | 32,436 | $6.7M |
| Pettinga Financial Advisors LLC | 1.50% | New | 31,950 | $6.6M |
| Brookstone Capital Management | 0.10% | Add +820.8% | 31,924 | $6.6M |
| Strategic Investment Advisors / MI | 0.70% | Add +4.9% | 31,808 | $6.6M |
| Alexis Investment Partners, LLC | 3.19% | — | 31,347 | $6.5M |
| Brickley Wealth Management | 1.32% | No change | 31,458 | $6.5M |
| Sharkey, Howes & Javer | 0.91% | New | 31,426 | $6.5M |
| Gallagher Fiduciary Advisors, LLC | 1.27% | Reduce -1.2% | 31,305 | $6.5M |
| Shufro Rose & Co. LLC | 0.49% | Add +14.5% | 30,381 | $6.3M |
| Atlas Capital Advisors Inc. | 0.80% | Reduce -13.1% | 30,367 | $6.3M |
| Audent Global Asset Management, LLC | 4.07% | Add +192.8% | 30,241 | $6.3M |
| Stone House Investment Management, LLC | 1.54% | New | 29,211 | $6.0M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -3.0% | 28,950 | $6.0M |
| Csenge Advisory Group | 0.31% | Add +26.6% | 27,636 | $5.7M |
| Lineweaver Wealth Advisors, LLC | 1.03% | New | 26,937 | $5.6M |
| SteelPeak Wealth, LLC | 0.23% | New | 26,263 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +747.3% | 25,689 | $5.3M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +747.3% | 25,689 | $5.3M |
| Eq LLC | 2.48% | Add +2474.7% | 25,489 | $5.3M |
| Liberty Wealth Management LLC | 0.88% | New | 25,397 | $5.3M |
| Forte Asset Management LLC | 2.79% | New | 25,378 | $5.3M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -1.4% | 25,204 | $5.2M |
| Avant Capital LLC | 4.31% | — | 25,117 | $5.2M |
| Buttonwood Financial Group, LLC | 2.88% | New | 23,291 | $5.2M |
| Concourse Financial Group Securities, Inc. | 0.29% | Add +1731.7% | 23,134 | $5.1M |
| Perigon Wealth Management, LLC | 0.12% | New | 23,554 | $5.1M |
| Cozad Asset Management Inc. | 0.46% | Reduce -11.1% | 23,934 | $5.0M |
| Trek Financial, LLC | 0.37% | Add +269.6% | 23,840 | $4.9M |
| IFG Advisory, LLC | 0.28% | Add +7.1% | 23,582 | $4.9M |
| Keystone Financial Group | 0.48% | Add +333.4% | 23,341 | $4.8M |
| Strategic Blueprint, LLC | 0.29% | Add +522.0% | 23,331 | $4.8M |
| Unison Advisors LLC | 0.57% | Add +2.3% | 23,117 | $4.8M |
| Haverford Trust Co | 0.05% | Reduce -14.3% | 23,039 | $4.8M |
| Hilltop Holdings Inc. | 0.30% | Add +593.8% | 23,020 | $4.8M |
| 360 Financial, Inc. | 1.72% | Add +2.6% | 22,986 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Add +445.6% | 22,508 | $4.7M |
| Sax Wealth Advisors, LLC | 0.36% | Reduce -6.4% | 22,174 | $4.6M |
| Kelly Financial Services LLC | 1.65% | New | 22,159 | $4.6M |
| Summit X, LLC | 1.02% | Add +1416.6% | 22,142 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +177.9% | 21,988 | $4.5M |
| Wealth Alliance, LLC | 0.54% | New | 21,873 | $4.5M |
| Shepherd Kaplan Krochuk, LLC | 3.78% | Add +19.0% | 21,869 | $4.5M |
| Professional Financial Advisors, LLC | 1.13% | Reduce -0.2% | 21,375 | $4.4M |
| PAX Financial Group, LLC | 0.78% | New | 21,164 | $4.4M |
| First Business Financial Services, Inc. | 0.42% | No change | 20,335 | $4.2M |
| Anderson Hoagland & Co. | 0.43% | Add +1.6% | 19,320 | $4.2M |
| Comerica Bank | 0.02% | Add +15.8% | 19,996 | $4.1M |
| Plotkin Financial Advisors, LLC | 2.42% | Reduce -1.4% | 19,741 | $4.1M |
| First Heartland Consultants, Inc. | 0.41% | Add +1338.8% | 19,352 | $4.0M |
| Financial Advocates Investment Management | 0.23% | Add +17.8% | 19,260 | $4.0M |
| ONE Advisory Partners, LLC | 1.77% | Add +1419.0% | 19,231 | $4.0M |
| Arrow Investment Advisors, LLC | 3.69% | No change | 19,550 | $4.0M |
| Rik Saylor Financial, Inc. | 3.65% | — | 19,093 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +19.1% | 19,029 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +175.1% | 18,814 | $3.9M |
| RHS Financial, LLC | 2.01% | Reduce -2.6% | 18,742 | $3.9M |
| Regal Investment Advisors LLC | 0.29% | Add +462.0% | 18,715 | $3.9M |
| Vident Advisory, LLC | 0.07% | Add +11.6% | 18,710 | $3.9M |
| MA Private Wealth | 0.72% | Reduce -1.1% | 18,614 | $3.9M |
| Bellwether Advisors, LLC | 0.69% | Reduce -1.1% | 18,516 | $3.8M |
| Kilter Group LLC | 2.49% | — | 18,478 | $3.8M |
| Legacy Financial Group LLC | 0.62% | New | 18,478 | $3.8M |
| Guerra Pan Advisors, LLC | 2.72% | Reduce -0.0% | 18,172 | $3.8M |
| Midwest Capital Advisors, LLC | 2.74% | — | 18,120 | $3.7M |
| CVA Family Office, LLC | 0.59% | Add +0.1% | 18,111 | $3.7M |
| Southland Equity Partners LLC | 0.87% | Reduce -1.1% | 18,037 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -0.1% | 17,733 | $3.7M |
| Sigma Planning Corp | 0.11% | Add +11.5% | 17,424 | $3.6M |
| Betterment LLC | 0.01% | Reduce -2.1% | 16,882 | $3.5M |
| BCGM Wealth Management, LLC | 1.08% | Add +336.2% | 16,444 | $3.4M |
| Snowden Capital Advisors LLC | 0.11% | Add +297.6% | 16,347 | $3.4M |
| Arq Wealth Advisors, LLC | 1.28% | Reduce -5.4% | 16,279 | $3.4M |
| Daiichi Life Insurance Co., Ltd. | 0.09% | Add +16.3% | 16,209 | $3.4M |
| Beacon Financial Group | 0.36% | New | 16,175 | $3.3M |
| &partners | 0.04% | Add +380.7% | 15,810 | $3.3M |
| Tradewinds, LLC. | 0.92% | Add +42.5% | 14,724 | $3.3M |
| Swmg, LLC | 1.32% | Add +9.3% | 14,905 | $3.3M |
| Tsfg, LLC | 0.66% | Add +111135.7% | 15,573 | $3.2M |
| Spectrum Wealth Counsel, LLC | 0.38% | New | 15,547 | $3.2M |
| Peddock Capital Advisors, LLC | 0.77% | Add +6.0% | 15,429 | $3.2M |
| Genesee Capital Advisors, LLC | 1.48% | Add +463.2% | 15,403 | $3.2M |
| Madrona Financial Services, LLC | 0.85% | New | 15,144 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +106.7% | 14,941 | $3.1M |
| Whipplewood Advisors, LLC | 1.75% | — | 14,862 | $3.1M |
| WealthShield Partners, LLC | 0.43% | Add +425.1% | 14,709 | $3.0M |
| Perennial Investment Advisors, LLC | 0.36% | Add +467.3% | 14,607 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 14,415 | $3.0M |
| Bay Harbor Wealth Management, LLC | 0.96% | New | 14,346 | $3.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.37% | Reduce -7.1% | 14,170 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +20.7% | 13,864 | $2.9M |
| Archvest Wealth Advisors, Inc. | 2.07% | Add +34.8% | 13,824 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +102.1% | 13,605 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.0% | 13,504 | $2.8M |
| 5T Wealth, LLC | 1.52% | — | 13,401 | $2.8M |
| IFP Advisors, Inc | 0.09% | Add +25.5% | 13,365 | $2.8M |
| Biondo Investment Advisors, LLC | 0.38% | Add +3.6% | 13,276 | $2.7M |
| Scotia Capital Inc. | 0.01% | Reduce -38.6% | 13,229 | $2.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +68.6% | 13,168 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -9.3% | 13,120 | $2.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +926.5% | 13,067 | $2.7M |
| RoundAngle Advisors LLC | 2.55% | — | 12,959 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.74% | New | 12,949 | $2.7M |
| Principal Securities, Inc. | 0.06% | Add +252.9% | 12,850 | $2.7M |
| Cobblestone Asset Management LLC | 1.73% | New | 12,839 | $2.7M |
| Bright Financial Advisors, Inc. | 1.67% | Reduce -4.3% | 12,826 | $2.7M |
| World Investment Advisors | 0.07% | Add +63.8% | 12,676 | $2.6M |
| Apollon Wealth Management, LLC | 0.06% | Add +61.5% | 12,547 | $2.6M |
| SageView Advisory Group, LLC | 0.11% | Reduce -6.6% | 12,359 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +8.0% | 12,029 | $2.5M |
| Dorsey Wright & Associates | 0.59% | Reduce -1.4% | 11,929 | $2.5M |
| Kades & Cheifetz LLC | 1.26% | New | 11,891 | $2.5M |
| Detalus Advisors, LLC | 0.81% | Add +2.2% | 11,853 | $2.5M |
| First Horizon Advisors, Inc. | 0.07% | New | 11,744 | $2.4M |
| Weaver Consulting Group | 0.75% | Add +0.1% | 11,721 | $2.4M |
| Beacon Bridge Wealth Partners, LLC | 1.02% | New | 11,662 | $2.4M |
| Legacy Private Trust Co. | 0.16% | Reduce -5.2% | 11,614 | $2.4M |
| Geneos Wealth Management Inc. | 0.08% | Add +5.6% | 11,583 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 11,410 | $2.4M |
| J. Goldman & Co LP | 0.08% | Add +329.7% | 11,400 | $2.4M |
| 10Elms LLP | 2.90% | — | 11,180 | $2.3M |
| ShoreHaven Wealth Partners, LLC | 1.09% | New | 11,144 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -0.6% | 11,125 | $2.3M |
| Keebeck Wealth Management | 0.33% | New | 11,101 | $2.3M |
| GTS Securities LLC | 0.11% | Add +75.4% | 11,084 | $2.3M |
| Caprock Group, LLC | 0.07% | New | 10,940 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | New | 10,827 | $2.3M |
| Donaldson Capital Management, LLC | 0.09% | Reduce -9.3% | 10,847 | $2.2M |
| Marshall Financial Group Inc. | 0.68% | Add +43.0% | 10,677 | $2.2M |
| Journey Strategic Wealth LLC | 0.08% | Reduce -0.5% | 10,536 | $2.2M |
| Allworth Financial LP | 0.01% | Add +1.4% | 9,742 | $2.2M |
| HRT Financial LP | 0.01% | Reduce -52.4% | 10,398 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +1.0% | 10,373 | $2.1M |
| Mosley Wealth Management | 1.32% | Add +137.1% | 9,820 | $2.1M |
| TFB Advisors LLC | 0.60% | Reduce -0.0% | 10,219 | $2.1M |
| Empire Life Investments Inc. | 0.13% | Add +8.5% | 10,200 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Reduce -1.3% | 10,146 | $2.1M |
| AQR Capital Management | 0.00% | Add +44.4% | 10,069 | $2.1M |
| Claro Advisors Inc. | 0.28% | New | 10,048 | $2.1M |
| Goldstein Advisors, LLC | 0.30% | Add +0.3% | 9,889 | $2.0M |
| Capital Analysts, LLC | 0.08% | New | 9,864 | $2.0M |
| Trust Co | 0.23% | Add +3.4% | 9,833 | $2.0M |
| New England Private Wealth Advisors LLC | 0.32% | Add +0.1% | 9,765 | $2.0M |
| Great Oak Capital Partners, LLC | 0.67% | Reduce -24.5% | 9,731 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.35% | — | 9,695 | $2.0M |
| Maxwell Wealth Strategies Inc. | 0.82% | New | 9,688 | $2.0M |
| Cassia Capital Partners, LLC | 1.27% | No change | 9,596 | $2.0M |
| True Vision MN LLC | 1.17% | New | 9,559 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.4% | 9,489 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -0.8% | 9,357 | $1.9M |
| Sovran Advisors, LLC | 0.27% | — | 9,148 | $1.9M |
| Ascent Group, LLC | 0.14% | Reduce -6.8% | 9,148 | $1.9M |
| SWP Financial LLC | 1.13% | New | 9,067 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.5% | 9,056 | $1.9M |
| Simplicity Wealth,LLC | 0.39% | Reduce -0.1% | 8,973 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.33% | Add +645.4% | 8,892 | $1.8M |
| Dark Forest Capital Management LP | 0.27% | Add +86.3% | 8,765 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 8,750 | $1.8M |
| Clarus Wealth Advisors | 0.88% | Add +5.8% | 8,551 | $1.8M |
| Brown Advisory Inc. | 0.00% | No change | 8,431 | $1.7M |
| Fermata Advisors, LLC | 0.32% | Reduce -25.4% | 8,350 | $1.7M |
| MorganRosel Wealth Management, LLC | 0.57% | Add +8.5% | 8,339 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.4% | 8,299 | $1.7M |
| Focus Financial Network, Inc. | 0.07% | Add +0.2% | 8,078 | $1.7M |
| Ehrlich Financial Group | 1.18% | New | 8,039 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.7% | 7,985 | $1.7M |
| CCG Wealth Management, LLC | 0.92% | No change | 7,962 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.28% | Add +0.0% | 7,937 | $1.6M |
| Tyler-Stone Wealth Management | 0.29% | Add +0.3% | 7,853 | $1.6M |
| Blueprint Investment Partners LLC | 0.26% | Add +179.8% | 7,833 | $1.6M |
| Portfolio Design Labs, LLC | 0.33% | Reduce -6.4% | 7,793 | $1.6M |
| NTV Asset Management LLC | 0.21% | Add +29.9% | 7,775 | $1.6M |
| Sound Income Strategies, LLC | 0.10% | Add +1.4% | 7,594 | $1.6M |
| Apeiron RIA LLC | 0.44% | New | 7,560 | $1.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.65% | Reduce -8.6% | 7,533 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.8% | 7,498 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +150.2% | 7,472 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -2.3% | 7,414 | $1.5M |
| Bryant Woods Investment Advisors, LLC | 0.74% | Reduce -3.9% | 7,384 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +102.2% | 7,362 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -10.1% | 7,283 | $1.5M |
| One Capital Management, LLC | 0.05% | Add +171.3% | 7,250 | $1.5M |
| Baker Boyer National Bank | 0.52% | Reduce -4.0% | 7,235 | $1.5M |
| Smart Money Group LLC | 0.51% | Add +0.3% | 7,198 | $1.5M |
| CBIZ Investment Advisory Services, LLC | 0.07% | New | 7,194 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +63.7% | 7,111 | $1.5M |
| Magnus Financial Group LLC | 0.14% | Add +14.6% | 7,107 | $1.5M |
| Wealth Quarterback LLC | 0.69% | New | 7,101 | $1.5M |
| Quent Capital, LLC | 0.15% | Reduce -3.5% | 7,042 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Add +0.0% | 7,034 | $1.5M |
| ORG Partners LLC | 0.20% | Add +109.4% | 7,022 | $1.5M |
| Security Financial Services, INC. | 0.29% | Add +0.8% | 6,994 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +2.6% | 6,975 | $1.4M |
| Unique Wealth, LLC | 0.30% | New | 6,925 | $1.4M |
| Lodestone Wealth Management LLC | 0.71% | Reduce -0.3% | 6,876 | $1.4M |
| Center For Asset Management LLC | 0.91% | Add +4.1% | 6,783 | $1.4M |
| ACT Advisors, LLC. | 0.75% | Reduce -1.0% | 6,733 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Add +22.0% | 6,694 | $1.4M |
| WBH Advisory Inc. | 0.13% | Add +325.5% | 6,647 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.34% | New | 6,641 | $1.4M |
| Smartleaf Asset Management LLC | 0.14% | Add +0.2% | 6,559 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +0.6% | 6,548 | $1.4M |
| Optivise Advisory Services LLC | 0.73% | No change | 6,536 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -0.3% | 6,496 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -6.7% | 6,452 | $1.3M |
| RFG Advisory, LLC | 0.04% | New | 6,395 | $1.3M |
| Clear Creek Financial Management, LLC | 0.14% | Add +4.7% | 6,360 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Add +4.1% | 6,130 | $1.3M |
| Beacon Financial Planning, Inc. | 0.76% | Add +178.8% | 6,336 | $1.3M |
| McNaughton Wealth Management, LLC | 0.63% | Reduce -0.7% | 6,268 | $1.3M |
| Marino, Stram & Associates LLC | 0.29% | Add +9.4% | 6,254 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.93% | New | 6,204 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +0.5% | 6,190 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.54% | New | 6,181 | $1.3M |
| Independent Solutions Wealth Management, LLC | 0.28% | New | 6,157 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.36% | Reduce -2.6% | 6,125 | $1.3M |
| Shared Vision Wealth Group LLC | 0.66% | New | 6,083 | $1.3M |
| One Wealth Capital Management, LLC | 0.64% | — | 6,081 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.29% | Reduce -1.1% | 6,082 | $1.3M |
| Sierra Capital LLC | 0.15% | No change | 6,065 | $1.3M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +59.5% | 5,981 | $1.2M |
| Arax Advisory Partners | 0.08% | Add +5.1% | 5,978 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Add +75.6% | 5,940 | $1.2M |
| Hancock Whitney Corp. | 0.04% | No change | 5,940 | $1.2M |
| Modern Wealth Management, LLC | 0.05% | New | 5,892 | $1.2M |
| Chapin Davis, Inc. | 0.40% | No change | 5,990 | $1.2M |
| Marcum Wealth, LLC | 0.10% | Reduce -0.3% | 5,833 | $1.2M |
| Hoxton Planning & Management, LLC | 0.46% | New | 5,807 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 5,800 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 5,792 | $1.2M |
| Insight Wealth Strategies, LLC | 0.16% | Reduce -5.8% | 5,787 | $1.2M |
| Endeavor Private Wealth, Inc. | 1.13% | — | 5,740 | $1.2M |
| Alterna Wealth Management, Inc. | 1.00% | New | 5,732 | $1.2M |
| Nova R Wealth, Inc. | 0.58% | Reduce -7.1% | 5,569 | $1.2M |
| Focused Wealth Management, Inc | 0.15% | Add +4.1% | 5,523 | $1.1M |
| Fortress Wealth Management, Inc. | 0.55% | Reduce -7.5% | 5,496 | $1.1M |
| Gateway Wealth Partners, LLC | 0.29% | New | 5,452 | $1.1M |
| Berbice Capital Management LLC | 0.90% | — | 5,425 | $1.1M |
| Moneco Advisors, LLC | 0.12% | Reduce -6.2% | 5,360 | $1.1M |
| Planned Solutions, Inc. | 0.45% | Add +0.0% | 5,354 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +44.9% | 5,348 | $1.1M |
| PKS Advisory Services, LLC | 0.27% | — | 5,280 | $1.1M |
| Magnolia Capital Advisors LLC | 0.28% | Add +2.3% | 5,239 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -8.6% | 5,165 | $1.1M |
| Cypress Wealth Services, LLC | 0.21% | New | 5,146 | $1.1M |
| Prudential PLC | 0.01% | Reduce -42.6% | 5,142 | $1.1M |
| PFG Advisors | 0.07% | Reduce -3.6% | 5,141 | $1.1M |
| Atom Investors LP | 0.13% | New | 5,043 | $1.0M |
| First National Bank & Trust Co. of Newtown | 0.22% | No change | 5,040 | $1.0M |
| Shore Point Advisors, LLC | 0.56% | Add +6.0% | 5,017 | $1.0M |
| Verus Capital Partners, LLC | 0.10% | New | 4,990 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +126.9% | 4,879 | $1.0M |
| WPG Advisers, LLC | 0.94% | — | 4,863 | $1.0M |
| Two Sigma Securities, LLC | 0.18% | New | 4,842 | $1.0M |
| Silverlake Wealth Management LLC | 0.39% | Add +25.7% | 4,841 | $1.0M |
| Three Magnolias Financial Advisors, LLC | 1.05% | — | 4,812 | $996K |
| PGIM Custom Harvest LLC | 0.02% | Add +26.5% | 4,812 | $996K |
| Walleye Trading LLC | 0.02% | New | 4,800 | $993K |
| Independent Financial Group, LLC | 0.03% | Add +32.4% | 4,782 | $989K |
| Fragasso Financial Advisors Inc | 0.07% | Add +0.0% | 4,742 | $981K |
| Verdence Capital Advisors LLC | 0.08% | Add +1.5% | 4,713 | $975K |
| ERn Financial, LLC | 0.15% | Reduce -0.3% | 4,691 | $971K |
| Golden State Wealth Management, LLC | 0.15% | — | 4,688 | $970K |
| Anchor Pointe Wealth Management, LLC | 1.25% | — | 4,620 | $960K |
| Lantz Financial LLC | 0.25% | New | 4,575 | $947K |
| Savvy Advisors, Inc. | 0.11% | New | 4,560 | $944K |
| Northern Trust Corp. | 0.00% | Reduce -9.2% | 4,478 | $927K |
| Private Advisory Group LLC | 0.10% | Add +224.4% | 4,473 | $926K |
| Aspect Partners, LLC | 0.53% | Reduce -0.1% | 4,425 | $916K |
| Capital A Wealth Management, LLC | 1.51% | — | 4,404 | $911K |
| Davis Wealth Advisors, LLC | 1.00% | — | 4,399 | $910K |
| BridgePort Financial Solutions, LLC | 0.41% | — | 4,223 | $906K |
| Sovereign Financial Group, Inc. | 0.21% | Add +201.5% | 4,326 | $895K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.9% | 4,266 | $883K |
| Kathleen S. Wright Associates Inc. | 0.36% | No change | 4,230 | $875K |
| VestGen Investment Management | 0.24% | Add +45.1% | 4,195 | $868K |
| Sollinda Capital Management LLC | 0.24% | Add +2.0% | 4,175 | $864K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.8% | 4,092 | $847K |
| Lee Financial Co | 0.12% | Reduce -4.7% | 4,042 | $836K |
| Lansing Street Advisors | 0.29% | Add +0.3% | 3,998 | $827K |
| Squarepoint Ops LLC | 0.00% | Reduce -59.8% | 3,996 | $827K |
| FSM Wealth Advisors, LLC | 0.20% | Reduce -0.2% | 3,851 | $826K |
| Centurion Wealth Management LLC | 0.26% | Add +299.3% | 3,989 | $825K |
| Private Trust Co. NA | 0.08% | Add +36.0% | 3,917 | $811K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +96.4% | 3,827 | $792K |
| Adaptive Financial Consulting, LLC | 0.33% | Reduce -0.4% | 3,810 | $788K |
| Creative Financial Designs Inc. | 0.06% | Add +0.3% | 3,808 | $788K |
| First Citizens Financial Corp | 0.43% | Reduce -8.8% | 3,797 | $786K |
| EP Wealth Advisors, LLC | 0.01% | Add +25.8% | 3,787 | $784K |
| Venturi Wealth Management, LLC | 0.04% | Add +6981.1% | 3,753 | $777K |
| Natixis | 0.01% | Reduce -4.0% | 3,714 | $772K |
| Wedbush Securities Inc. | 0.03% | Add +18.2% | 3,684 | $762K |
| GSG Advisors LLC | 0.24% | Add +0.4% | 3,662 | $758K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -52.8% | 3,631 | $755K |
| Riggs Capital Management LLC | 0.74% | — | 3,644 | $754K |
| Institute for Wealth Management, LLC. | 0.09% | Add +0.3% | 3,644 | $754K |
| V2 Financial group LLC | 0.45% | No change | 3,602 | $745K |
| MBE Wealth Management, LLC | 0.42% | Add +0.1% | 3,582 | $741K |
| John W. Brooker & Co., CPAs | 0.32% | Add +0.1% | 3,576 | $740K |
| Strata Wealth Advisors, LLC | 0.23% | No change | 3,572 | $739K |
| Alliancebernstein L.P. | 0.00% | No change | 3,500 | $724K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 3,478 | $720K |
| Flagstar Securities, Inc. | 0.18% | Add +13.0% | 3,475 | $719K |
| Ewa, LLC | 0.27% | Reduce -7.3% | 3,429 | $710K |
| Talisman Wealth Advisors LLC | 0.75% | Add +2.1% | 3,425 | $709K |
| Interchange Capital Partners, LLC | 0.26% | New | 3,421 | $708K |
| Moulton Wealth Management, Inc. | 0.54% | Reduce -37.5% | 3,385 | $700K |
| LifePlan Investment Advisors, Inc. | 0.43% | New | 3,367 | $697K |
| Aspire Private Capital, LLC | 0.17% | Add +134.0% | 3,346 | $692K |
| Rehmann Capital Advisory Group | 0.04% | Add +4.2% | 3,338 | $691K |
| RCS Financial Planning, LLC | 0.37% | New | 3,328 | $689K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,327 | $688K |
| Arkadios Wealth Advisors | 0.04% | Add +49.8% | 3,300 | $683K |
| Dakota Wealth Management | 0.02% | Reduce -1.4% | 3,298 | $682K |
| Advantage Trust Co | 0.40% | No change | 3,298 | $682K |
| Belpointe Asset Management LLC | 0.04% | No change | 3,435 | $678K |
| CRA Financial Services, LLC | 0.12% | Reduce -2.4% | 3,242 | $671K |
| Burt Wealth Advisors | 0.17% | No change | 3,182 | $658K |
| Bessemer Group Inc. | 0.00% | Add +137.8% | 3,180 | $658K |
| Bison Wealth, LLC | 0.14% | Add +4.4% | 3,148 | $651K |
| Maia Wealth LLC | 0.14% | Add +9.9% | 3,039 | $650K |
| Gries Financial LLC | 0.11% | Add +1.6% | 3,066 | $634K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +0.0% | 3,058 | $633K |
| Eagle Strategies LLC | 0.11% | Add +0.2% | 3,030 | $627K |
| BCU Wealth Advisors, LLC | 0.35% | New | 2,996 | $620K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,989 | $619K |
| Bernardo Wealth Planning LLC | 0.15% | No change | 2,987 | $618K |
| Dopkins Wealth Management, LLC | 0.31% | New | 2,940 | $608K |
| Baron Financial Group, LLC | 0.38% | Reduce -1.0% | 2,936 | $608K |
| Aspire Growth Partners LLC | 0.59% | — | 2,903 | $601K |
| Sound Financial Strategies Group, LLC | 0.50% | Add +80.1% | 2,880 | $596K |
| Commonwealth Retirement Investments LLC | 0.24% | New | 2,870 | $594K |
| Blalock Williams, LLC | 0.69% | — | 2,852 | $590K |
| W Advisors, LLC | 0.36% | New | 2,846 | $589K |
| Compass Capital Corp. /Ma/ | 0.23% | — | 2,634 | $588K |
| OMNI 360 Wealth, Inc. | 0.39% | Reduce -4.2% | 2,833 | $586K |
| Palumbo Wealth Management LLC | 0.22% | Add +0.3% | 2,829 | $585K |
| Keystone Financial Group, Inc. | 0.47% | — | 2,822 | $584K |
| Vise Technologies, Inc. | 0.05% | Reduce -9.2% | 2,813 | $582K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.4% | 2,809 | $581K |
| Joel Adams & Associates, Inc. | 0.53% | — | 2,807 | $581K |
| Investment Advisory Group, LLC | 0.19% | Add +0.0% | 2,787 | $577K |
| CGN Advisors LLC | 0.06% | Reduce -15.3% | 2,768 | $573K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +1.7% | 2,736 | $566K |
| LongView Wealth Management | 0.17% | Add +2.0% | 2,729 | $565K |
| Perissos Private Wealth Management, LLC | 0.42% | Reduce -3.2% | 2,723 | $564K |
| Lion Street Advisors, LLC | 0.18% | Add +36.8% | 2,704 | $560K |
| World Equity Group, Inc. | 0.12% | Add +85.7% | 2,696 | $558K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 2,690 | $557K |
| Money Concepts Capital Corp. | 0.04% | Add +55.4% | 2,651 | $548K |
| LS Investment Advisors, LLC | 0.08% | No change | 2,650 | $548K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -4.8% | 2,628 | $544K |
| Hemington Wealth Management | 0.14% | No change | 2,624 | $542K |
| Busey Bank | 0.02% | Reduce -6.2% | 2,617 | $542K |
| Trueblood Wealth Management, LLC | 0.27% | Add +38.6% | 2,615 | $541K |
| Kiely Wealth Advisory Group, Inc. | 0.35% | Add +53.2% | 2,379 | $540K |
| Mather Group, Llc. | 0.01% | Add +317.3% | 2,608 | $540K |
| Ascentis Independent Advisors | 0.10% | Add +7.4% | 2,582 | $534K |
| Freedom Investment Management, Inc. | 0.04% | Add +36.8% | 2,543 | $526K |
| MTM Investment Management, LLC | 0.20% | Reduce -0.0% | 2,522 | $522K |
| KKM Financial LLC | 0.22% | No change | 2,521 | $522K |
| Transcend Capital Advisors, LLC | 0.04% | New | 2,451 | $507K |
| Fullcircle Wealth LLC | 0.21% | New | 2,222 | $506K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | Add +0.0% | 2,437 | $504K |
| Advus Financial Partners, LLC | 0.14% | New | 2,434 | $504K |
| IHT Wealth Management, LLC | 0.02% | Add +84.5% | 2,426 | $502K |
| Runnymede Capital Advisors, Inc. | 0.44% | — | 2,424 | $502K |
| Raleigh Capital Management Inc. | 0.19% | Add +8866.7% | 2,421 | $501K |
| First Foundation Advisors | 0.02% | Reduce -3.0% | 2,404 | $497K |
| Estate Counselors, LLC | 0.05% | No change | 2,400 | $497K |
| New Millennium Group LLC | 0.29% | Reduce -4.1% | 2,381 | $493K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.8% | 2,380 | $492K |
| Retirement Wealth Solutions LLC | 0.41% | — | 2,372 | $491K |
| Avantra Family Wealth, Inc. | 0.46% | — | 2,367 | $490K |
| Santori & Peters, Inc. | 0.19% | Reduce -5.0% | 2,353 | $487K |
| Waterloo Capital, L.P. | 0.05% | Reduce -8.9% | 2,345 | $485K |
| Hershey Financial Advisers, LLC | 0.42% | — | 2,298 | $476K |
| Oxinas Partners, LLC | 0.28% | Reduce -14.4% | 2,290 | $474K |
| Kane Investment Management, Inc. | 0.26% | — | 2,289 | $474K |
| GDS Wealth Management | 0.04% | Add +7.9% | 2,265 | $469K |
| Bank of Montreal | 0.00% | Reduce -8.8% | 2,261 | $468K |
| First Bank & Trust | 0.09% | Add +4.3% | 2,222 | $460K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -12.4% | 2,218 | $459K |
| HBW Advisory Services LLC | 0.05% | Reduce -2.6% | 2,213 | $458K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,207 | $457K |
| Fairvoy Private Wealth, LLC | 0.12% | — | 2,190 | $453K |
| First Merchants Corp. | 0.02% | No change | 2,188 | $453K |
| Empire Financial Management Company, LLC | 0.14% | Reduce -4.4% | 2,188 | $453K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.3% | 2,186 | $452K |
| UMB Bank, n.a. | 0.01% | Add +45.1% | 2,185 | $452K |
| IAG Wealth Partners, LLC | 0.08% | Reduce -13.0% | 2,180 | $451K |
| Vantage Point Financial LLC | 0.24% | — | 2,163 | $448K |
| White Lighthouse Investment Management Inc. | 0.08% | Reduce -10.2% | 2,151 | $445K |
| Vicus Capital | 0.04% | No change | 2,113 | $437K |
| Cibc World Market Inc. | 0.00% | Add +0.3% | 2,110 | $437K |
| Fingerlakes Wealth Management, Inc. | 0.35% | Reduce -2.1% | 2,107 | $436K |
| Diversify Advisory Services, LLC | 0.02% | New | 2,107 | $436K |
| Vontobel Holding Ltd. | 0.00% | New | 2,086 | $432K |
| Financial Life Advisors | 0.16% | No change | 2,077 | $430K |
| Legacy Trust | 0.10% | No change | 2,060 | $426K |
| Allen Capital Group, LLC | 0.05% | No change | 2,048 | $424K |
| Group One Trading LLC | 0.01% | New | 2,047 | $424K |
| LifeSteps Financial, Inc. | 0.32% | Reduce -5.5% | 2,042 | $423K |
| Centric Wealth Management | 0.11% | Add +0.3% | 2,034 | $421K |
| Ergawealth Advisors, Inc. | 0.21% | Reduce -14.3% | 2,014 | $417K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -3.4% | 2,008 | $415K |
| Good Life Advisors, LLC | 0.03% | Reduce -54.7% | 2,005 | $415K |
| Atlas Brown,Inc. | 0.14% | Add +1.6% | 2,004 | $415K |
| Client 1ST Advisory Group, LLC | 0.16% | Reduce -16.4% | 1,999 | $414K |
| CoreCap Advisors, LLC | 0.02% | Add +771.4% | 1,978 | $409K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +5.6% | 1,975 | $409K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $408K |
| Wedmont Private Capital | 0.02% | Add +9.3% | 1,972 | $408K |
| FWG Investments, LLC. | 0.32% | New | 1,960 | $406K |
| Pinnacle Associates Ltd. | 0.01% | Add +24.8% | 1,950 | $403K |
| Bowman & Co S.C. | 0.21% | Reduce -5.7% | 1,934 | $400K |
| Absolute Capital Management, LLC | 0.22% | New | 1,924 | $400K |
| Owen LaRue, LLC | 0.21% | Add +10.2% | 1,929 | $399K |
| Johnson Financial Group, Inc. | 0.02% | Add +46.3% | 1,820 | $399K |
| Legacy Solutions, LLC | 0.43% | — | 1,922 | $398K |
| Cornerstone Financial Group, LLC | 0.39% | — | 1,895 | $392K |
| Ascentis Wealth Management, LLC | 0.14% | Add +37.2% | 1,882 | $389K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -0.8% | 1,878 | $389K |
| Bison Wealth, LLC | 0.05% | — | 1,868 | $387K |
| Signal Advisors Wealth, LLC | 0.04% | Add +29.9% | 1,862 | $385K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,845 | $382K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,837 | $380K |
| XTX Topco Ltd | 0.03% | New | 1,826 | $378K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -4.9% | 1,817 | $376K |
| Arete Wealth Advisors, LLC | 0.03% | New | 1,809 | $374K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 1,805 | $374K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.1% | 1,799 | $372K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,794 | $371K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 1,788 | $370K |
| WealthBridge Capital Management, LLC | 0.10% | Add +0.6% | 1,785 | $369K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 1,774 | $367K |
| Quantinno Capital Management LP | 0.00% | No change | 1,763 | $365K |
| Empower Advisory Group, LLC | 0.00% | Add +4.5% | 1,738 | $360K |
| Mendel Money Management | 0.16% | Reduce -4.3% | 1,735 | $359K |
| Johnson Investment Counsel Inc. | 0.00% | New | 1,734 | $359K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -76.9% | 1,726 | $357K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +5.9% | 1,724 | $357K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -24.0% | 1,715 | $355K |
| Sterling Group Wealth Management, LLC | 0.18% | No change | 1,714 | $355K |
| Sierra Ocean, LLC | 0.29% | — | 1,710 | $354K |
| Opinicus Capital, Inc. | 0.30% | Reduce -7.6% | 1,704 | $353K |
| James J. Burns & Company, LLC | 0.06% | Reduce -11.3% | 1,699 | $352K |
| MinichMacGregor Wealth Management, LLC | 0.07% | Add +0.5% | 1,685 | $349K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +22.2% | 1,684 | $348K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -21.6% | 1,684 | $348K |
| Jacobi Capital Management LLC | 0.03% | No change | 1,675 | $347K |
| Capital Investment Advisors, LLC | 0.01% | Add +18.7% | 1,671 | $346K |
| Cooper Financial Group | 0.04% | Add +2.5% | 1,667 | $345K |
| Arrowroot Family Office, LLC | 0.18% | Add +0.1% | 1,659 | $343K |
| Nwam LLC | 0.02% | Add +47.6% | 1,650 | $341K |
| Accredited Investor Services, LLC | 0.27% | — | 1,643 | $340K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 1,635 | $338K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -13.2% | 1,632 | $338K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +25.0% | 1,627 | $337K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $331K |
| Sugarloaf Wealth Management, LLC | 0.06% | Add +5.3% | 1,597 | $330K |
| Aveo Capital Partners, LLC | 0.04% | New | 1,590 | $329K |
| Delta Wealth Advisors LLC | 0.31% | No change | 1,569 | $325K |
| Aviso Financial Inc. | 0.02% | Reduce -6.0% | 1,561 | $323K |
| National Bank of Canada | 0.00% | Reduce -1.8% | 1,556 | $322K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -23.1% | 1,538 | $318K |
| Members Advisory Group LLC | 0.13% | Reduce -15.3% | 1,525 | $317K |
| Keystone Financial Services | 0.12% | New | 1,517 | $314K |
| CogentBlue Wealth Advisors, LLC | 0.28% | — | 1,513 | $313K |
| Canandaigua National Trust Co of Florida | 0.24% | New | 1,512 | $313K |
| Delta Financial Group, Inc. | 0.07% | Add +0.3% | 1,507 | $312K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,502 | $312K |
| Meridian Investment Counsel Inc. | 0.09% | No change | 1,504 | $311K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | New | 1,501 | $311K |
| Traction Financial Partners, LLC | 0.24% | No change | 1,499 | $310K |
| United Advisor Group, LLC | 0.06% | Reduce -56.3% | 1,497 | $310K |
| Newman Dignan & Sheerar, Inc. | 0.08% | No change | 1,497 | $310K |
| Atlatl Advisers LLC | 0.18% | — | 1,473 | $305K |
| Integrity Alliance, Llc. | 0.03% | — | 1,469 | $304K |
| Lincoln Capital Corp. | 0.12% | No change | 1,459 | $302K |
| Lunt Capital Management, Inc. | 0.12% | No change | 1,457 | $301K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.3% | 1,457 | $301K |
| JBR Co Financial Management Inc | 0.18% | No change | 1,456 | $301K |
| Fisher Asset Management | 0.00% | Add +23.6% | 1,449 | $300K |
| HMV Wealth Advisors, LLC | 0.30% | — | 1,446 | $299K |
| Larson Financial Group LLC | 0.02% | Add +1.0% | 1,442 | $298K |
| Financial Counselors Inc. | 0.00% | Add +5.6% | 1,427 | $295K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,416 | $293K |
| Exchange Traded Concepts, LLC | 0.01% | Add +265.3% | 1,410 | $292K |
| Argent Trust Co | 0.01% | Add +40.9% | 1,409 | $292K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +1.0% | 1,407 | $291K |
| USAdvisors Wealth Management, LLC | 0.09% | Reduce -0.6% | 1,411 | $291K |
| National Wealth Management Group, LLC | 0.19% | New | 1,402 | $290K |
| CIBC Private Wealth Group LLC | 0.00% | Add +49.5% | 1,371 | $288K |
| Fortune Financial Advisors, LLC | 0.26% | Add +0.1% | 1,386 | $287K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -9.6% | 1,375 | $285K |
| StoneX Group Inc. | 0.02% | Add +12.4% | 1,374 | $284K |
| Transce3nd, LLC | 0.10% | — | 1,373 | $284K |
| Advisory Alpha, LLC | 0.01% | No change | 1,372 | $284K |
| Successful Portfolios LLC | 0.19% | No change | 1,372 | $284K |
| Composition Wealth, LLC | 0.01% | Add +20.1% | 1,370 | $283K |
| Vista Investment Management | 0.11% | Reduce -0.4% | 1,361 | $282K |
| Lloyd Advisory Services, LLC. | 0.13% | New | 1,356 | $280K |
| Cardiff Park Advisors, LLC | 0.03% | New | 1,350 | $279K |
| Meridian Wealth Management, LLC | 0.01% | No change | 1,350 | $279K |
| Collaborative Wealth Managment Inc. | 0.13% | Reduce -7.6% | 1,344 | $278K |
| Rede Wealth, LLC | 0.11% | Reduce -4.5% | 1,344 | $278K |
| Parsons Capital Management Inc. | 0.02% | No change | 1,341 | $277K |
| Kingsview Wealth Management, LLC | 0.01% | Add +17.9% | 1,330 | $275K |
| LPF Advisors LLC | 0.23% | No change | 1,325 | $274K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 1,319 | $273K |
| Smithfield Trust Co | 0.01% | Add +92.3% | 1,317 | $272K |
| Firethorn Wealth Partners, LLC | 0.13% | New | 1,309 | $271K |
| Berkshire Money Management, Inc. | 0.03% | New | 1,303 | $270K |
| ProVise Management Group, LLC | 0.02% | No change | 1,290 | $267K |
| Orion Capital Management LLC | 0.12% | No change | 1,273 | $263K |
| TD Capital Management LLC | 0.03% | Reduce -1.9% | 1,266 | $262K |
| Millennium Management | 0.00% | New | 1,263 | $261K |
| BostonPremier Wealth LLC | 0.16% | — | 1,263 | $261K |
| Reyes Financial Architecture, Inc. | 0.20% | — | 1,255 | $260K |
| Wealthfront Advisers LLC | 0.00% | Add +25.6% | 1,252 | $259K |
| Novus Advisors, LLC | 0.26% | — | 1,251 | $259K |
| Eight 31 Financial, LLC | 0.20% | Reduce -5.7% | 1,246 | $258K |
| L.M. Kohn & Company | 0.07% | No change | 1,240 | $257K |
| Arcadia Wealth Management, LLC | 0.13% | Add +9.5% | 1,237 | $256K |
| IMG Wealth Management, Inc. | 0.24% | — | 1,236 | $256K |
| Strid Group, LLC | 0.04% | No change | 1,232 | $255K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | New | 1,228 | $254K |
| Blackston Financial Advisory Group, LLC | 0.13% | Reduce -2.1% | 1,218 | $252K |
| TCFG Wealth Management, LLC | 0.13% | No change | 1,206 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,206 | $250K |
| Edgestream Partners, L.P. | 0.01% | Reduce -33.6% | 1,203 | $249K |
| Semus Wealth Partners LLC | 0.16% | New | 1,196 | $247K |
| Veracity Capital LLC | 0.09% | New | 1,196 | $247K |
| Opulen Financial Group LLC | 0.22% | — | 1,194 | $247K |
| JT Stratford LLC | 0.04% | New | 1,189 | $246K |
| Prospera Financial Services Inc | 0.01% | Reduce -18.8% | 1,181 | $245K |
| Hill Island Financial LLC | 0.07% | Reduce -7.7% | 1,182 | $245K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -23.7% | 1,179 | $244K |
| Rappaport Reiches Capital Management, LLC | 0.06% | No change | 1,179 | $244K |
| Maripau Wealth Management LLC | 0.14% | New | 1,175 | $243K |
| Stage Harbor Financial, LLC | 0.21% | New | 1,170 | $242K |
| Glassman Wealth Services | 0.04% | No change | 1,169 | $242K |
| Two West Capital Advisors LLC | 0.21% | New | 1,168 | $242K |
| Allegheny Financial Group | 0.06% | No change | 1,153 | $239K |
| Integrated Advisors Network LLC | 0.01% | New | 1,152 | $238K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,152 | $238K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,152 | $238K |
| Royal Harbor Partners, LLC | 0.09% | No change | 1,146 | $237K |
| Prosperity Wealth Management, Inc. | 0.10% | Add +0.4% | 1,145 | $237K |
| My Legacy Advisors, LLC | 0.09% | New | 1,111 | $237K |
| Russell Investments Group, Ltd. | 0.00% | Add +75.5% | 1,125 | $233K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,122 | $232K |
| Clark Asset Management, LLC | 0.04% | New | 1,118 | $231K |
| Darwin Wealth Management, LLC | 0.08% | Reduce -3.0% | 1,112 | $230K |
| Summit Investment Advisory Services, LLC | 0.12% | Add +0.3% | 1,112 | $230K |
| Citadel Advisors | 0.00% | New | 1,112 | $230K |
| Bordeaux Wealth Advisors LLC | 0.04% | No change | 1,103 | $228K |
| New Hampshire Trust | 0.05% | No change | 1,095 | $227K |
| 4J Wealth Management LLC | 0.18% | Add +0.1% | 1,089 | $225K |
| Lakeridge Wealth Management LLC | 0.12% | New | 1,088 | $225K |
| Accelerate Investment Advisors LLC | 0.20% | New | 1,086 | $225K |
| Householder Group Estate & Retirement Specialist, LLC | 0.17% | Add +5.8% | 1,084 | $224K |
| Blue Oak Capital, LLC | 0.14% | — | 1,080 | $223K |
| 1ST Source Bank | 0.01% | No change | 1,080 | $223K |
| Continuum Advisory, LLC | 0.03% | Add +48.1% | 1,078 | $223K |
| Cadence Bank | 0.02% | Add +3.1% | 1,077 | $223K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -1.6% | 1,070 | $221K |
| Chancellor Financial Group WB LP | 0.18% | — | 1,068 | $221K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -14.7% | 1,068 | $221K |
| FourThought Financial Partners, LLC | 0.02% | No change | 1,054 | $218K |
| Strategic Financial Concepts, LLC | 0.04% | New | 1,050 | $217K |
| Axis Wealth Partners, LLC | 0.18% | — | 1,049 | $217K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,045 | $217K |
| BBR Partners, LLC | 0.02% | No change | 1,045 | $216K |
| NCM Capital Management, LLC | 0.10% | Add +4.4% | 1,044 | $216K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,043 | $216K |
| Peninsula Wealth, LLC | 0.04% | New | 1,040 | $215K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,037 | $215K |
| Strategy Asset Managers LLC | 0.04% | Reduce -0.9% | 1,032 | $213K |
| Gentry Private Wealth, LLC | 0.89% | New | 1,031 | $213K |
| Legacy Edge Advisors, LLC | 0.03% | New | 1,025 | $213K |
| Everpar Advisors LLC | 0.11% | Add +0.8% | 1,016 | $210K |
| Maridea Wealth Management LLC | 0.07% | — | 1,016 | $210K |
| PUREfi Wealth, LLC | 0.20% | — | 1,004 | $208K |
| Simmons Bank | 0.02% | No change | 1,000 | $207K |
| Zhang Financial LLC | 0.01% | No change | 1,000 | $207K |
| Certus Wealth Management, LLC | 0.14% | Reduce -14.8% | 905 | $206K |
| Accredited Investors Inc. | 0.01% | No change | 987 | $204K |
| Quotient Wealth Partners, LLC | 0.01% | New | 983 | $203K |
| Poehling Capital Management, INC. | 0.05% | New | 979 | $203K |
| Faithward Advisors, LLC | 0.03% | New | 972 | $201K |
| Vanguard Group Inc. | 0.00% | New | 972 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +0.2% | 971 | $201K |
| Key Financial Inc | 0.04% | No change | 950 | $197K |
| Colonial Trust Co / SC | 0.03% | No change | 897 | $186K |
| Stephens Consulting, LLC | 0.05% | No change | 894 | $185K |
| Quadrant Capital Group LLC | 0.01% | Reduce -1.1% | 883 | $183K |
| Citizens National Bank Trust Department | 0.04% | No change | 869 | $180K |
| Spirit of America Management Corp. | 0.04% | Add +11.6% | 863 | $179K |
| Wood Tarver Financial Group, LLC | 0.06% | — | 851 | $176K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 837 | $173K |
| First PREMIER Bank | 0.04% | No change | 834 | $173K |
| American Capital Advisory, LLC | 0.10% | Reduce -1.6% | 836 | $173K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 810 | $168K |
| Quantbot Technologies LP | 0.01% | New | 792 | $164K |
| MGB Wealth Management, LLC | 0.05% | Add +7.7% | 788 | $163K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1061.2% | 778 | $161K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 743 | $154K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.3% | 737 | $153K |
| Glen Eagle Advisors, LLC | 0.02% | Add +20.7% | 724 | $150K |
| Signaturefd, LLC | 0.00% | Add +327.9% | 706 | $146K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +6.3% | 703 | $145K |
| Integrity Financial Corp | 0.08% | No change | 699 | $145K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | New | 696 | $144K |
| JDM Financial Group LLC | 0.07% | Add +162.2% | 645 | $133K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 630 | $130K |
| WR Wealth Planners, LLC | 0.04% | Reduce -27.3% | 623 | $129K |
| Cape Investment Advisory, Inc. | 0.05% | Add +668.0% | 576 | $119K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 574 | $119K |
| New Republic Capital, LLC | 0.08% | New | 564 | $117K |
| Global Financial Private Client, LLC | 0.04% | New | 558 | $115K |
| Bogart Wealth, LLC | 0.01% | No change | 541 | $112K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.2% | 537 | $111K |
| CENTRAL TRUST Co | 0.00% | No change | 518 | $107K |
| FLP Wealth Management, LLC | 0.27% | — | 514 | $106K |
| WASHINGTON TRUST Co | 0.00% | Reduce -75.7% | 514 | $106K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 474 | $98K |
| Financial Gravity Companies, Inc. | 0.02% | Reduce -2.8% | 454 | $94K |
| Hilltop National Bank | 0.03% | Reduce -13.7% | 442 | $91K |
| Comprehensive Financial Planning, Inc. | 0.07% | — | 428 | $89K |
| First Pacific Financial | 0.02% | New | 415 | $86K |
| Parkside Financial Bank & Trust | 0.01% | No change | 415 | $86K |
| Richardson Financial Services Inc. | 0.06% | Add +7.1% | 379 | $79K |
| Trust Co. of Vermont | 0.00% | No change | 361 | $75K |
| Westside Investment Management, Inc. | 0.02% | No change | 346 | $72K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $70K |
| Barclays PLC | 0.00% | Reduce -91.6% | 337 | $70K |
| S&T Bank | 0.02% | New | 323 | $67K |
| Element Wealth, LLC | 0.03% | Add +59.4% | 322 | $67K |
| Wellington Shields & Co., LLC | 0.02% | Add +45.0% | 322 | $67K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -14.0% | 307 | $64K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 302 | $63K |
| Bangor Savings Bank | 0.01% | No change | 300 | $62K |
| LGT Financial Advisors LLC | 0.13% | New | 279 | $58K |
| Bfsg, LLC | 0.01% | No change | 276 | $57K |
| Y.D. More Investments Ltd | 0.01% | No change | 273 | $56K |
| CNB Bank | 0.03% | No change | 263 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -19.4% | 250 | $52K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $52K |
| Realta Investment Advisors | 0.02% | New | 233 | $49K |
| REAP Financial Group, LLC | 0.01% | New | 234 | $48K |
| Kings Path Partners LLC | 0.02% | Reduce -45.5% | 229 | $47K |
| AdvisorNet Financial, Inc | 0.00% | Add +51.4% | 218 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1880.0% | 198 | $41K |
| Operose Advisors LLC | 0.01% | Add +48.0% | 188 | $39K |
| Family Capital Trust Co | 0.01% | No change | 183 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.04% | — | 179 | $37K |
| Winthrop Capital Management, LLC | 0.01% | No change | 177 | $37K |
| HM Payson & Co. | 0.00% | No change | 171 | $35K |
| GAMMA Investing LLC | 0.00% | No change | 171 | $35K |
| Luminist Capital LLC | 0.06% | — | 170 | $35K |
| Islay Capital Management, LLC | 0.02% | No change | 170 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +465.5% | 164 | $34K |
| NBT Bank, N.A. | 0.00% | Reduce -22.1% | 155 | $32K |
| Mainstream Capital Management LLC | 0.02% | New | 150 | $31K |
| Murphy & Mullick Capital Management Corp | 0.03% | — | 145 | $30K |
| Abound Wealth Management | 0.01% | No change | 137 | $28K |
| Northwest Capital Management Inc | 0.01% | No change | 137 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $27K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 127 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 126 | $26K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -26.4% | 123 | $25K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $25K |
| Fortitude Family Office, LLC | 0.01% | No change | 122 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | New | 120 | $25K |
| NorthRock Partners, LLC | 0.00% | Reduce -25.8% | 118 | $24K |
| Wintrust Investments LLC | 0.02% | New | 115 | $23K |
| Legacy Investment Solutions, LLC | 0.01% | No change | 101 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 101 | $23K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 107 | $22K |
| AllSquare Wealth Management LLC | 0.01% | No change | 104 | $22K |
| DecisionPoint Financial, LLC | 0.01% | No change | 102 | $21K |
| Park Square Financial Group, LLC | 0.01% | — | 100 | $21K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 97 | $20K |
| Millstone Evans Group, LLC | 0.01% | — | 94 | $19K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 89 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +1.1% | 88 | $18K |
| Clear Investment Research, LLC | 0.02% | No change | 87 | $18K |
| Tucker Asset Management LLC | 0.00% | Add +855.6% | 86 | $18K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $18K |
| Crewe Advisors LLC | 0.00% | No change | 83 | $17K |
| EPG Wealth Management LLC | 0.00% | No change | 77 | $16K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 70 | $14K |
| Concord Wealth Partners | 0.00% | No change | 66 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +65.4% | 86 | $13K |
| Cornerstone Planning Group LLC | 0.00% | New | 62 | $13K |
| PFG Private Wealth Management, LLC | 0.01% | Reduce -24.4% | 62 | $13K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.7% | 59 | $12K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 50 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | New | 45 | $9K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -5.0% | 38 | $8K |
| Park Place Capital Corp | 0.00% | New | 36 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 33 | $7K |
| Archer Investment Corp | 0.00% | Add +20.0% | 30 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 28 | $6K |
| Toronto Dominion Bank | 0.00% | Reduce -65.8% | 28 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $5K |
| Ameriflex Group, Inc. | 0.00% | — | 23 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 22 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $4K |
| HBC Financial Services, PLLC | 0.00% | New | 20 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| Decker Retirement Planning Inc. | 0.00% | — | 18 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 16 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $3K |
| Private Capital Management LLC | 0.00% | No change | 14 | $3K |
| Caldwell Trust Co | 0.00% | New | 10 | $2K |
| Logan Capital Management Inc. | 0.00% | New | 7 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Horizon Investments, LLC | 0.00% | Reduce -16.7% | 5 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 4 | $828 |
| Front Row Advisors LLC | 0.00% | No change | 4 | $828 |
| Colonial Trust Advisors | 0.00% | New | 4 | $828 |
| Ancora Advisors LLC | 0.00% | No change | 4 | $828 |
| Synergy Asset Management, LLC | 0.00% | New | 4 | $811 |
| Lanark Financial, Inc. | 0.04% | — | 2 | $443 |
"% of holder's portfolio" is MTUM's weight in each manager's 13F, not the share of iShares MSCI USA Momentum Fa the manager owns.