iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2025 (June 30)959holders +75
117new positions
48sold out
6famous investors
$240.20avg. 13F price*
At the end of Q2 2025, 959 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 75 from Q1 2025. 117 opened new positions and 48 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), Mercer Global Advisors Inc. ($1.8B) and FMR LLC ($777.0M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $736.6M |
| Exits | 48 | $83.5M |
All 13F filers, Q1 2025 → Q2 2025: 7,981,903 shares bought and 2,599,846 shares sold, net +5,382,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 959 holders
| Envestnet Asset Management Inc. | 0.89% | Add +9.5% | 12,639,702 | $3.0B |
| Mercer Global Advisors Inc. | 4.09% | Add +2.2% | 7,583,456 | $1.8B |
| FMR LLC | 0.04% | Add +13.7% | 3,233,303 | $777.0M |
| Raymond James Financial Inc. | 0.24% | Add +0.4% | 2,942,400 | $707.1M |
| Morgan Stanley | 0.04% | Add +13.3% | 2,521,073 | $605.9M |
| LPL Financial LLC | 0.18% | Add +17.4% | 2,302,103 | $553.2M |
| Assetmark, Inc. | 1.05% | Add +2.4% | 1,855,684 | $446.0M |
| BlackRock, Inc. | 0.01% | Reduce -8.4% | 1,234,364 | $296.6M |
| Ameriprise Financial Inc. | 0.07% | Add +15.8% | 1,231,042 | $296.0M |
| Blue Trust, Inc. | 3.43% | Add +0.7% | 1,210,478 | $290.9M |
| State of Michigan Retirement System | 1.50% | Reduce -6.9% | 1,206,090 | $289.8M |
| Bank of America Corp. | 0.02% | Add +7.9% | 1,144,119 | $275.0M |
| Cerity Partners LLC | 0.48% | Add +4.8% | 1,122,722 | $269.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.61% | Add +1.1% | 1,031,275 | $247.8M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Add +10.1% | 1,018,853 | $243.9M |
| CHURCHILL MANAGEMENT Corp | 2.39% | New | 916,637 | $220.3M |
| Cwm, LLC | 0.76% | Reduce -1.9% | 899,569 | $216.2M |
| Wells Fargo & Company | 0.05% | Add +23.3% | 868,884 | $208.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.8% | 816,852 | $196.3M |
| Corient Private Wealth LP | 0.26% | Add +8.4% | 815,925 | $196.1M |
| UBS Group AG | 0.04% | Add +1.0% | 788,870 | $189.6M |
| Orgel Wealth Management, LLC | 3.82% | New | 659,781 | $158.6M |
| Royal Bank of Canada | 0.03% | Add +7.4% | 538,923 | $129.5M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.1% | 502,479 | $120.8M |
| Osaic Holdings, Inc. | 0.21% | Add +59.7% | 517,284 | $120.4M |
| Savant Capital, LLC | 0.83% | Reduce -11.5% | 482,449 | $115.9M |
| Envestnet Portfolio Solutions, Inc. | 0.42% | Reduce -6.2% | 474,901 | $114.1M |
| Park Avenue Securities LLC | 1.01% | New | 457,403 | $109.9M |
| Citigroup Inc. | 0.08% | Reduce -49.4% | 456,395 | $109.7M |
| Cetera Investment Advisers | 0.18% | Add +3.3% | 440,080 | $105.8M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -0.6% | 433,871 | $104.3M |
| AdvisorShares Investments LLC | 18.68% | Add +60.3% | 431,238 | $103.6M |
| MML Investors Services, LLC | 0.30% | Add +15.5% | 429,174 | $103.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +39.7% | 402,700 | $96.8M |
| Arizona PSPRS Trust | 2.87% | Add +0.2% | 359,227 | $86.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +0.0% | 355,181 | $85.4M |
| Foundations Investment Advisors, LLC | 1.27% | Reduce -9.1% | 333,729 | $80.2M |
| High Probability Advisors, LLC | 11.29% | Add +5.9% | 314,016 | $75.5M |
| Foster Group, Inc. | 2.46% | Reduce -0.0% | 299,034 | $71.9M |
| Clark Capital Management Group, Inc. | 0.48% | New | 287,510 | $69.1M |
| OneDigital Investment Advisors LLC | 0.72% | Reduce -9.5% | 268,537 | $64.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.1% | 247,426 | $59.5M |
| Two Sigma Investments, LP | 0.10% | New | 227,959 | $54.8M |
| Stifel Financial Corp. | 0.05% | Add +14.7% | 220,966 | $53.1M |
| Symmetry Partners, LLC | 6.53% | Add +7.7% | 220,864 | $53.1M |
| Strategic Financial Services, Inc. | 2.84% | Reduce -1.0% | 219,357 | $52.7M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 219,172 | $52.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -66.5% | 215,369 | $51.8M |
| NewEdge Advisors, LLC | 0.26% | Reduce -1.2% | 212,431 | $51.1M |
| Armbruster Capital Management, Inc. | 9.06% | Add +1.2% | 208,216 | $50.0M |
| Keybank National Association | 0.18% | Reduce -1.7% | 201,067 | $48.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +26.4% | 177,163 | $42.6M |
| Kathmere Capital Management, LLC | 3.26% | Reduce -2.3% | 175,869 | $42.3M |
| Apella Capital, LLC | 1.13% | Reduce -13.6% | 175,423 | $41.9M |
| JB Capital LLC | 1.84% | Reduce -1.6% | 158,024 | $38.0M |
| Provida Pension Fund Administrator | 0.66% | Add +263.0% | 151,187 | $36.4M |
| Orion Porfolio Solutions, LLC | 0.31% | Add +474.1% | 150,905 | $36.3M |
| Sanctuary Advisors, LLC | 0.21% | Reduce -9.5% | 142,728 | $34.3M |
| Mullooly Asset Management, Inc. | 13.75% | Add +0.1% | 136,262 | $32.7M |
| Jones Financial Companies LLLP | 0.02% | Add +25.3% | 137,642 | $32.7M |
| Integrated Wealth Concepts LLC | 0.33% | Add +2.8% | 135,967 | $32.7M |
| 1900 Wealth Management LLC | 2.46% | Reduce -1.3% | 135,378 | $32.5M |
| Ameritas Advisory Services, LLC | 1.67% | Reduce -29.7% | 133,387 | $32.1M |
| Stonehearth Capital Management, LLC | 12.90% | Reduce -8.1% | 129,658 | $31.2M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -4.5% | 129,350 | $31.1M |
| Acropolis Investment Management, LLC | 1.70% | Add +1.7% | 128,846 | $31.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +543.9% | 127,461 | $30.6M |
| Merit Financial Group, LLC | 0.34% | Add +28.4% | 125,976 | $30.3M |
| Truist Financial Corp. | 0.04% | Add +10.5% | 118,764 | $28.5M |
| New York Life Investment Management LLC | 0.26% | Reduce -8.4% | 115,371 | $27.7M |
| Kestra Investment Management, LLC | 0.82% | Add +230.6% | 112,661 | $27.1M |
| Sanchez Wealth Management Group | 6.52% | Add +4.5% | 112,547 | $27.0M |
| Private Advisor Group, LLC | 0.14% | Reduce -4.1% | 107,245 | $25.8M |
| Sequoia Financial Advisors, LLC | 0.18% | Reduce -23.7% | 106,754 | $25.7M |
| Oppenheimer & Co. Inc. | 0.33% | Reduce -0.5% | 102,713 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Add +2.6% | 101,660 | $24.4M |
| Captrust Financial Advisors | 0.05% | Reduce -0.4% | 101,159 | $24.3M |
| Trinity Wealth Management, LLC | 9.31% | Add +12.8% | 97,560 | $23.4M |
| Mariner, LLC | 0.03% | Add +38.5% | 97,410 | $23.4M |
| Bell Investment Advisors, Inc | 4.02% | Add +2.8% | 97,255 | $23.4M |
| AE Wealth Management LLC | 0.17% | Add +3.2% | 95,876 | $23.0M |
| Cobblestone Capital Advisors LLC | 1.16% | Reduce -31.5% | 94,097 | $22.6M |
| Atria Investments, Inc | 0.26% | Add +3.3% | 92,758 | $22.3M |
| Sensible Financial Planning & Management, LLC. | 4.19% | Reduce -4.3% | 91,777 | $22.1M |
| Lido Advisors, LLC | 0.12% | Reduce -6.5% | 91,706 | $22.0M |
| M&T Bank Corp | 0.07% | Add +16.7% | 90,569 | $21.8M |
| Advocacy Wealth Management, LLC | 1.30% | Add +5.7% | 88,416 | $21.2M |
| Kestra Advisory Services, LLC | 0.10% | Add +8.2% | 88,011 | $21.2M |
| Meredith Wealth Planning | 7.61% | Add +5.0% | 87,151 | $20.9M |
| Glenview Trust Co | 0.34% | Reduce -2.6% | 82,068 | $19.7M |
| Invst, LLC | 2.45% | Reduce -20.7% | 81,724 | $19.6M |
| Oppenheimer Asset Management Inc. | 0.21% | New | 77,223 | $18.6M |
| Principal Securities, Inc. | 0.35% | Add +495.4% | 76,497 | $18.4M |
| US Bancorp \de | 0.02% | Add +0.6% | 76,015 | $18.3M |
| Convergence Financial, LLC | 3.03% | Add +7.5% | 73,191 | $17.6M |
| Prudent Investors Network, Inc. | 4.72% | Add +0.6% | 72,830 | $17.5M |
| Tower Research Capital LLC (TRC) | 0.47% | Add +1809250.0% | 72,374 | $17.4M |
| Sagespring Wealth Partners, LLC | 0.37% | Reduce -8.1% | 71,592 | $17.2M |
| Oxford Financial Group, LTD. LLC | 1.02% | Reduce -5.2% | 71,411 | $17.2M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.5% | 71,368 | $17.2M |
| Advisory Services Network, LLC | 0.26% | Reduce -10.3% | 67,625 | $16.3M |
| Tudor Investment Corporation | 0.12% | Add +44.0% | 67,440 | $16.2M |
| CPC Advisors, LLC | 2.03% | Reduce -4.6% | 67,380 | $16.2M |
| Straight Path Wealth Management | 5.41% | Add +3.7% | 66,348 | $15.9M |
| Journey Advisory Group, LLC | 1.24% | Reduce -6.2% | 66,160 | $15.9M |
| CFO4Life Group, LLC | 2.41% | Reduce -3.4% | 64,097 | $15.4M |
| Journey Strategic Wealth LLC | 0.47% | Reduce -1.4% | 60,111 | $14.4M |
| Intrust Bank NA | 1.27% | Reduce -3.8% | 59,712 | $14.3M |
| Cibc World Market Inc. | 0.03% | Add +2102.4% | 56,932 | $13.7M |
| Summit Wealth Group, LLC | 3.49% | Reduce -14.3% | 56,591 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.4% | 56,208 | $13.5M |
| Waverly Advisors, LLC | 0.15% | Add +1.8% | 55,088 | $13.2M |
| Atria Wealth Solutions, Inc. | 0.29% | Reduce -38.6% | 54,097 | $13.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.84% | Add +8.8% | 53,874 | $12.9M |
| Well Done, LLC | 2.43% | Reduce -5.9% | 53,861 | $12.9M |
| Moore Capital Management, LP | 0.27% | New | 53,000 | $12.7M |
| Trilogy Capital Inc. | 0.59% | Reduce -13.2% | 50,289 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +18.1% | 49,853 | $12.0M |
| Icon Wealth Advisors, LLC | 0.85% | Add +1.2% | 49,710 | $11.9M |
| Scarborough Advisors, LLC | 2.31% | Reduce -1.7% | 48,487 | $11.7M |
| HighTower Advisors, LLC | 0.01% | Add +35.2% | 46,383 | $11.1M |
| Global Wealth Strategies & Associates | 3.06% | Reduce -8.9% | 44,543 | $10.7M |
| Opes Wealth Management LLC | 1.88% | Add +3.4% | 44,081 | $10.6M |
| D. E. Shaw & Co. | 0.01% | Add +97.7% | 43,344 | $10.4M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +1.5% | 43,119 | $10.4M |
| Creative Planning | 0.01% | Reduce -1.0% | 42,708 | $10.3M |
| Garrett Wealth Advisory Group, LLC | 2.15% | Reduce -0.6% | 42,328 | $10.2M |
| POM Investment Strategies, LLC | 7.26% | New | 42,282 | $10.2M |
| Royal Fund Management, LLC | 1.08% | Add +1.7% | 41,952 | $10.1M |
| Forefront Analytics, LLC | 10.96% | Reduce -2.2% | 40,843 | $9.8M |
| Chicago Partners Investment Group LLC | 0.28% | Add +0.2% | 40,339 | $9.7M |
| SteelPeak Wealth, LLC | 0.37% | Add +1.1% | 39,725 | $9.5M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -1.5% | 39,429 | $9.5M |
| Harbour Investments, Inc. | 0.24% | Add +13.8% | 38,889 | $9.3M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -1.0% | 38,477 | $9.2M |
| Equitable Holdings, Inc. | 0.08% | Add +37.8% | 38,455 | $9.2M |
| Sharkey, Howes & Javer | 1.24% | Add +2.9% | 38,399 | $9.2M |
| Centaurus Financial, Inc. | 0.54% | Add +0.8% | 38,270 | $9.2M |
| Strategic Investment Advisors / MI | 0.88% | Add +9.2% | 37,660 | $9.1M |
| Stone House Investment Management, LLC | 1.65% | Add +4.3% | 37,387 | $9.0M |
| Jmac Enterprises LLC | 1.88% | Reduce -3.5% | 36,589 | $8.8M |
| First Horizon Advisors, Inc. | 0.23% | Add +5.3% | 36,401 | $8.7M |
| Anderson Hoagland & Co. | 0.83% | Add +1.0% | 36,332 | $8.7M |
| Alexis Investment Partners, LLC | 3.74% | Add +11.2% | 36,495 | $8.7M |
| Stokes Family Office, LLC | 0.88% | Reduce -5.8% | 34,702 | $8.3M |
| Shepherd Financial Partners LLC | 0.88% | Reduce -2.8% | 34,599 | $8.3M |
| Tacita Capital Inc | 5.23% | Add +0.2% | 33,872 | $8.1M |
| Capital Planning LLC | 2.55% | Reduce -3.1% | 33,713 | $8.1M |
| Financial Architects, LLC | 4.91% | Reduce -7.7% | 33,640 | $8.1M |
| Choreo, LLC | 0.11% | Reduce -24.3% | 33,169 | $8.0M |
| Brookstone Capital Management | 0.10% | Reduce -6.6% | 33,077 | $7.9M |
| &partners | 0.06% | Add +92.5% | 32,936 | $7.9M |
| Yeomans Consulting Group, Inc. | 3.27% | New | 33,399 | $7.9M |
| Pettinga Financial Advisors LLC | 1.68% | Reduce -2.8% | 31,960 | $7.7M |
| Brickley Wealth Management | 1.48% | No change | 31,458 | $7.6M |
| High Falls Advisors, Inc | 1.65% | Reduce -5.0% | 31,009 | $7.5M |
| Focus Partners Wealth | 0.02% | Add +534.6% | 30,501 | $7.3M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Reduce -3.0% | 30,468 | $7.3M |
| Savvy Advisors, Inc. | 0.48% | Add +21.6% | 30,041 | $7.2M |
| Atlas Capital Advisors Inc. | 0.87% | Reduce -2.0% | 29,643 | $7.1M |
| Fortis Group Advisors, LLC | 1.29% | New | 29,448 | $7.1M |
| Claris Financial LLC | 5.35% | Reduce -22.4% | 29,552 | $7.1M |
| Lineweaver Wealth Advisors, LLC | 1.12% | Add +1.8% | 29,420 | $7.1M |
| Liberty Wealth Management LLC | 1.09% | Add +4.9% | 29,007 | $7.0M |
| Csenge Advisory Group | 0.35% | Reduce -0.1% | 28,954 | $6.7M |
| Audent Global Asset Management, LLC | 4.78% | Add +0.4% | 27,876 | $6.7M |
| Exencial Wealth Advisors, LLC | 0.23% | Reduce -1.9% | 27,483 | $6.6M |
| Kelly Financial Services LLC | 1.91% | Add +14.9% | 27,043 | $6.5M |
| SigFig Wealth Management, LLC | 0.21% | Add +130.3% | 26,385 | $6.3M |
| Shufro Rose & Co. LLC | 0.51% | Reduce -0.5% | 30,896 | $6.2M |
| NorthCrest Asset Manangement, LLC | 0.17% | Reduce -0.5% | 26,064 | $6.2M |
| Farther Finance Advisors, LLC | 0.12% | Reduce -30.8% | 25,834 | $6.2M |
| Mascoma Wealth Management LLC | 1.44% | Add +8.5% | 25,805 | $6.2M |
| Keystone Financial Services | 2.10% | Reduce -3.3% | 25,693 | $6.2M |
| D.A. Davidson & Co. | 0.04% | Add +148.4% | 25,600 | $6.2M |
| Haverford Trust Co | 0.06% | Add +3.8% | 25,361 | $6.1M |
| Strategic Blueprint, LLC | 0.30% | Add +1.6% | 25,284 | $6.1M |
| Trek Financial, LLC | 0.41% | Add +3.2% | 25,264 | $6.1M |
| IFG Advisory, LLC | 0.30% | Add +9.4% | 25,208 | $6.1M |
| Perennial Investment Advisors, LLC | 0.59% | Add +9.8% | 25,094 | $6.0M |
| Unison Advisors LLC | 0.67% | Add +5.9% | 25,085 | $6.0M |
| Avant Capital LLC | 4.67% | Reduce -0.1% | 25,071 | $6.0M |
| Keystone Financial Group | 0.54% | Add +6.4% | 25,011 | $6.0M |
| 360 Financial, Inc. | 1.88% | Add +3.3% | 24,791 | $6.0M |
| Renaissance Technologies | 0.01% | New | 24,600 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -14.7% | 24,277 | $5.8M |
| Tactive Advisors, LLC | 1.88% | — | 24,185 | $5.8M |
| Simplicity Wealth,LLC | 0.24% | Add +26.3% | 24,067 | $5.8M |
| Quadrature Capital Ltd | 0.10% | Reduce -40.4% | 23,991 | $5.8M |
| Buttonwood Financial Group, LLC | 2.91% | Reduce -1.9% | 24,003 | $5.7M |
| Cozad Asset Management Inc. | 0.50% | Reduce -0.8% | 23,747 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -27.1% | 23,729 | $5.7M |
| KFG Wealth Management, LLC | 0.90% | New | 23,374 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -51.4% | 22,721 | $5.5M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -4.7% | 22,467 | $5.4M |
| PAX Financial Group, LLC | 1.03% | Reduce -1.9% | 22,375 | $5.4M |
| Sax Wealth Advisors, LLC | 0.32% | Add +2.6% | 22,260 | $5.3M |
| Vise Technologies, Inc. | 0.22% | — | 22,001 | $5.3M |
| Vident Advisory, LLC | 0.06% | Add +7.9% | 21,839 | $5.2M |
| Professional Financial Advisors, LLC | 1.21% | Add +4.3% | 21,694 | $5.2M |
| Apollon Wealth Management, LLC | 0.10% | Add +1.2% | 21,466 | $5.2M |
| Midwest Capital Advisors, LLC | 2.71% | Reduce -0.9% | 21,416 | $5.1M |
| RHS Financial, LLC | 2.92% | Add +12.1% | 21,389 | $5.1M |
| IFP Advisors, Inc | 0.14% | Reduce -57.1% | 20,758 | $5.0M |
| First Business Financial Services, Inc. | 0.44% | No change | 20,335 | $4.9M |
| ONE Advisory Partners, LLC | 1.62% | Add +1.2% | 20,131 | $4.8M |
| Beacon Financial Group | 0.50% | Add +5.9% | 20,009 | $4.8M |
| VestGen Advisors, LLC | 0.19% | Add +8.1% | 19,664 | $4.8M |
| Plotkin Financial Advisors, LLC | 2.57% | Reduce -1.1% | 19,373 | $4.7M |
| Legacy Financial Group LLC | 0.65% | Add +2.4% | 19,348 | $4.6M |
| Scotia Capital Inc. | 0.02% | Reduce -5.7% | 19,264 | $4.6M |
| Guerra Pan Advisors, LLC | 3.04% | Add +6.3% | 19,211 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -2.5% | 19,047 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +10.5% | 18,894 | $4.5M |
| Kilter Group LLC | 2.39% | Reduce -1.9% | 18,853 | $4.5M |
| Resolute Wealth Advisor, Inc. | 2.57% | — | 18,790 | $4.5M |
| Rik Saylor Financial, Inc. | 3.45% | Reduce -1.3% | 18,630 | $4.5M |
| Allworth Financial LP | 0.02% | Add +88.3% | 18,613 | $4.5M |
| Shepherd Kaplan Krochuk, LLC | 3.86% | Reduce -12.6% | 18,501 | $4.4M |
| Clarus Wealth Advisors | 2.05% | Add +92.9% | 18,790 | $4.4M |
| Wealth Alliance, LLC | 0.50% | Add +4.3% | 18,476 | $4.4M |
| Bellwether Advisors, LLC | 0.76% | Reduce -0.3% | 18,451 | $4.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +43.9% | 18,315 | $4.4M |
| Comerica Bank | 0.02% | Reduce -2.7% | 18,260 | $4.4M |
| Swmg, LLC | 1.45% | Add +29.1% | 17,933 | $4.3M |
| Elm3 Financial Group, LLC | 3.58% | Reduce -14.9% | 17,936 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +94.4% | 17,914 | $4.3M |
| Southland Equity Partners LLC | 0.93% | Reduce -0.2% | 17,686 | $4.3M |
| Tsfg, LLC | 0.77% | Add +2.6% | 17,619 | $4.2M |
| Fairvoy Private Wealth, LLC | 1.05% | Add +3.2% | 17,589 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +61.8% | 17,453 | $4.2M |
| BCGM Wealth Management, LLC | 1.17% | Add +1.6% | 17,259 | $4.1M |
| Archvest Wealth Advisors, Inc. | 3.57% | Add +7.0% | 17,045 | $4.1M |
| Arrow Investment Advisors, LLC | 3.93% | Reduce -6.3% | 16,903 | $4.1M |
| CVA Family Office, LLC | 0.57% | Reduce -0.8% | 16,732 | $4.0M |
| Peddock Capital Advisors, LLC | 0.93% | Add +3.4% | 16,712 | $4.0M |
| WealthShield Partners, LLC | 0.48% | Add +1.0% | 16,572 | $4.0M |
| Rothschild Wealth LLC | 0.97% | Add +2.5% | 16,512 | $4.0M |
| Sigma Planning Corp | 0.12% | Reduce -9.4% | 16,511 | $4.0M |
| Regal Investment Advisors LLC | 0.29% | Reduce -1.5% | 16,339 | $3.9M |
| Gallacher Capital Management LLC | 1.82% | New | 16,329 | $3.9M |
| Advantage Trust Co | 1.91% | Add +390.0% | 16,161 | $3.9M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -4.6% | 16,147 | $3.9M |
| Columbia Advisory Partners LLC | 2.89% | Add +16.5% | 15,882 | $3.8M |
| Gilbert Capital Group, Inc. | 3.11% | — | 15,603 | $3.7M |
| Bay Harbor Wealth Management, LLC | 1.08% | Reduce -2.3% | 15,529 | $3.7M |
| Focus Financial Network, Inc. | 0.14% | Add +75.6% | 15,200 | $3.7M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +3.6% | 15,184 | $3.6M |
| Genesee Capital Advisors, LLC | 1.62% | Reduce -0.2% | 15,026 | $3.6M |
| RoundAngle Advisors LLC | 2.94% | Add +7.1% | 14,655 | $3.5M |
| Whipplewood Advisors, LLC | 1.93% | Add +94.6% | 14,652 | $3.5M |
| Prospera Financial Services Inc | 0.07% | Add +25.2% | 14,584 | $3.5M |
| WCG Wealth Advisors LLC | 0.22% | Add +0.5% | 14,226 | $3.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.33% | Reduce -0.5% | 13,877 | $3.3M |
| Franklin Resources Inc. | 0.00% | Reduce -85.6% | 13,752 | $3.3M |
| Valmark Advisers, Inc. | 0.05% | Add +0.2% | 13,524 | $3.3M |
| Arq Wealth Advisors, LLC | 1.11% | No change | 15,999 | $3.2M |
| Sovran Advisors, LLC | 0.33% | Reduce -6.2% | 13,455 | $3.2M |
| AQR Capital Management | 0.00% | Add +37.4% | 12,942 | $3.1M |
| 5T Wealth, LLC | 1.58% | Add +8.8% | 12,913 | $3.1M |
| ShoreHaven Wealth Partners, LLC | 1.26% | Add +2.5% | 12,831 | $3.1M |
| Bright Financial Advisors, Inc. | 1.70% | Reduce -0.1% | 12,712 | $3.1M |
| Biondo Investment Advisors, LLC | 0.39% | Add +0.8% | 12,365 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +52.8% | 12,363 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.17% | Reduce -5.3% | 12,301 | $3.0M |
| Independent Financial Group, LLC | 0.08% | Add +103.7% | 12,278 | $3.0M |
| Capital Analysts, LLC | 0.10% | Add +9.3% | 12,101 | $2.9M |
| SageView Advisory Group, LLC | 0.11% | Reduce -3.2% | 12,050 | $2.9M |
| World Investment Advisors | 0.06% | Reduce -9.4% | 11,784 | $2.8M |
| Western Wealth Management, LLC | 0.17% | Reduce -2.2% | 11,743 | $2.8M |
| Dorsey Wright & Associates | 0.67% | Add +1.1% | 11,744 | $2.8M |
| Detalus Advisors, LLC | 0.82% | Reduce -0.1% | 11,732 | $2.8M |
| D'Orazio & Associates, Inc. | 0.40% | New | 11,692 | $2.8M |
| Keebeck Wealth Management | 0.37% | Reduce -15.2% | 11,679 | $2.8M |
| MorganRosel Wealth Management, LLC | 0.76% | Add +14.0% | 11,594 | $2.8M |
| Perigon Wealth Management, LLC | 0.06% | Add +407.1% | 11,522 | $2.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.17% | Add +21.1% | 11,500 | $2.8M |
| Trust Co | 0.31% | Add +184.8% | 11,478 | $2.8M |
| Deltec Asset Management LLC | 0.48% | New | 11,300 | $2.7M |
| Forthright Family Wealth Advisory LLC | 1.71% | Reduce -6.8% | 11,235 | $2.7M |
| Sig Brokerage, LP | 0.74% | No change | 11,213 | $2.7M |
| Van Hulzen Asset Management, LLC | 0.22% | Reduce -0.6% | 11,204 | $2.7M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -57.6% | 11,136 | $2.7M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -4.3% | 11,089 | $2.7M |
| Hilltop Holdings Inc. | 0.17% | Reduce -58.8% | 10,982 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +1.2% | 10,949 | $2.6M |
| Weaver Consulting Group | 0.72% | Reduce -6.4% | 10,895 | $2.6M |
| Horst & Graben Wealth Management LLC | 0.43% | Add +30.9% | 10,892 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | — | 10,858 | $2.6M |
| Life Line Wealth Management LLC | 0.83% | Add +1.2% | 10,707 | $2.6M |
| Legacy Private Trust Co. | 0.16% | Reduce -6.7% | 10,553 | $2.5M |
| Parallel Advisors, LLC | 0.05% | Add +4.0% | 10,538 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -6.6% | 10,506 | $2.5M |
| MAI Capital Management | 0.02% | Add +0.7% | 10,454 | $2.5M |
| Claro Advisors Inc. | 0.41% | Add +3.3% | 10,448 | $2.5M |
| MA Private Wealth | 0.45% | Reduce -38.8% | 10,384 | $2.5M |
| One Capital Management, LLC | 0.09% | Reduce -34.2% | 10,267 | $2.5M |
| New England Private Wealth Advisors LLC | 0.36% | Add +4.4% | 10,223 | $2.5M |
| Marshall Financial Group Inc. | 0.73% | Reduce -1.5% | 10,214 | $2.5M |
| 10Elms LLP | 2.69% | Reduce -7.0% | 10,102 | $2.4M |
| Barnes Wealth Management Group, Inc | 1.41% | Add +0.9% | 9,947 | $2.4M |
| HRT Financial LP | 0.01% | New | 9,814 | $2.4M |
| TFB Advisors LLC | 0.62% | Reduce -6.5% | 9,775 | $2.3M |
| Silver Oak Securities, Incorporated | 0.19% | Add +144.4% | 9,724 | $2.3M |
| Sweeney & Michel, LLC | 0.83% | Reduce -2.0% | 9,874 | $2.3M |
| Cassia Capital Partners, LLC | 1.39% | No change | 9,596 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +6.2% | 9,567 | $2.3M |
| Sowell Financial Services LLC | 0.09% | Add +6.2% | 9,533 | $2.3M |
| True Vision MN LLC | 1.25% | Reduce -2.5% | 9,392 | $2.3M |
| Nilsine Partners, LLC | 0.23% | Add +21.6% | 9,271 | $2.2M |
| Goldstein Advisors, LLC | 0.30% | Reduce -1.4% | 9,265 | $2.2M |
| SWP Financial LLC | 1.21% | Reduce -2.8% | 9,168 | $2.2M |
| ORG Partners LLC | 0.48% | Add +16.3% | 9,274 | $2.2M |
| Cypress Wealth Services, LLC | 0.39% | Add +1.3% | 9,073 | $2.2M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -16.7% | 9,067 | $2.2M |
| Brown Advisory Inc. | 0.00% | Add +10.3% | 9,035 | $2.2M |
| Endeavor Private Wealth, Inc. | 1.02% | Add +5.4% | 8,996 | $2.2M |
| Sound Income Strategies, LLC | 0.12% | Add +1.2% | 8,972 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -2.1% | 8,842 | $2.1M |
| Stark Wealth Management LLC | 2.98% | New | 9,096 | $2.1M |
| Quadrant Private Wealth Management, LLC | 0.43% | Add +11.1% | 8,586 | $2.1M |
| Twin Peaks Wealth Advisors, LLC | 0.67% | Add +13.1% | 8,295 | $2.1M |
| Apeiron RIA LLC | 0.53% | Add +5.5% | 8,527 | $2.0M |
| Anderson Financial Strategies, LLC | 1.30% | New | 8,466 | $2.0M |
| Smartleaf Asset Management LLC | 0.18% | Reduce -38.4% | 8,433 | $2.0M |
| Centennial Wealth Advisory LLC | 0.64% | New | 8,458 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -1.6% | 8,188 | $2.0M |
| Scissortail Wealth Management, LLC | 0.47% | Reduce -63.5% | 8,182 | $2.0M |
| Ehrlich Financial Group | 1.27% | Add +0.0% | 8,149 | $2.0M |
| Berkshire Money Management, Inc. | 0.20% | Add +539.0% | 8,071 | $1.9M |
| CCG Wealth Management, LLC | 1.01% | No change | 7,962 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.92% | Reduce -6.1% | 7,893 | $1.9M |
| Aspire Capital Advisors LLC | 0.52% | Add +60.3% | 7,838 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.30% | Reduce -1.4% | 7,823 | $1.9M |
| NTV Asset Management LLC | 0.22% | Add +1.7% | 7,805 | $1.9M |
| Quantinno Capital Management LP | 0.01% | Add +251.3% | 7,799 | $1.9M |
| Runnymede Capital Advisors, Inc. | 1.72% | Add +1944.0% | 7,767 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -70.9% | 7,766 | $1.9M |
| Modern Wealth Management, LLC | 0.05% | Reduce -0.4% | 7,701 | $1.9M |
| Del-Sette Capital Management, LLC | 1.28% | New | 7,674 | $1.8M |
| Berbice Capital Management LLC | 1.28% | Add +27.2% | 7,609 | $1.8M |
| Spire Wealth Management | 0.06% | Add +7.5% | 7,521 | $1.8M |
| Members Advisory Group LLC | 0.68% | Add +388.4% | 7,497 | $1.8M |
| Blair William & Co. | 0.01% | Add +8.6% | 7,495 | $1.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.04% | Reduce -0.7% | 7,478 | $1.8M |
| Gateway Wealth Partners, LLC | 0.34% | Add +25.7% | 7,456 | $1.8M |
| Bryant Woods Investment Advisors, LLC | 0.76% | Reduce -0.1% | 7,355 | $1.8M |
| One Wealth Capital Management, LLC | 0.83% | Reduce -1.1% | 7,337 | $1.8M |
| Tyler-Stone Wealth Management | 0.28% | Reduce -0.5% | 7,330 | $1.8M |
| Parker Investment Management, LLC | 0.27% | New | 7,329 | $1.8M |
| Lazard Asset Management LLC | 0.00% | New | 7,312 | $1.8M |
| Summit Wealth Group LLC / Co. | 0.44% | — | 7,309 | $1.8M |
| Baker Boyer National Bank | 0.61% | No change | 7,307 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Add +3.8% | 7,300 | $1.8M |
| Maridea Wealth Management LLC | 0.46% | Add +332.5% | 7,288 | $1.8M |
| Moulton Wealth Management, Inc. | 1.32% | New | 7,306 | $1.7M |
| Betterment LLC | 0.00% | Add +33.0% | 7,231 | $1.7M |
| Fermata Advisors, LLC | 0.46% | Reduce -11.1% | 7,208 | $1.7M |
| Avior Wealth Management, LLC | 0.06% | Reduce -0.7% | 7,156 | $1.7M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -0.6% | 7,086 | $1.7M |
| Beacon Financial Planning, Inc. | 0.95% | Reduce -4.3% | 7,085 | $1.7M |
| Mgo One Seven LLC | 0.05% | New | 7,077 | $1.7M |
| Great Oak Capital Partners, LLC | 0.48% | Reduce -26.8% | 7,128 | $1.7M |
| WealthPlan Investment Management, LLC | 0.12% | New | 6,946 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +8.7% | 6,895 | $1.7M |
| Independent Solutions Wealth Management, LLC | 0.32% | Add +3.3% | 6,874 | $1.7M |
| Whalen Wealth Management Inc. | 1.02% | Add +479.8% | 6,766 | $1.6M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -42.1% | 6,724 | $1.6M |
| Wealth Quarterback LLC | 0.77% | Add +0.3% | 6,722 | $1.6M |
| Marino, Stram & Associates LLC | 0.32% | Add +3.7% | 6,683 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -49.4% | 6,673 | $1.6M |
| Lodestone Wealth Management LLC | 0.77% | Reduce -1.5% | 6,591 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.07% | Add +2.0% | 6,552 | $1.6M |
| Optivise Advisory Services LLC | 0.80% | No change | 6,536 | $1.6M |
| ACT Advisors, LLC. | 0.72% | Reduce -1.6% | 6,507 | $1.6M |
| Alterna Wealth Management, Inc. | 1.25% | Add +4.7% | 6,497 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -2.3% | 6,383 | $1.5M |
| Arkadios Wealth Advisors | 0.05% | Add +23.2% | 6,345 | $1.5M |
| Shared Vision Wealth Group LLC | 0.76% | Add +3.3% | 6,268 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -3.7% | 6,269 | $1.5M |
| McNaughton Wealth Management, LLC | 0.67% | No change | 6,244 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -0.3% | 6,203 | $1.5M |
| Private Advisory Group LLC | 0.14% | Add +36.7% | 6,191 | $1.5M |
| Chapin Davis, Inc. | 0.41% | Add +2.9% | 6,166 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -15.2% | 6,151 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.34% | Reduce -0.1% | 6,086 | $1.5M |
| Summit X, LLC | 0.27% | Reduce -72.7% | 6,074 | $1.5M |
| Lantz Financial LLC | 0.36% | Add +12.7% | 6,073 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.30% | No change | 6,067 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +12.3% | 5,930 | $1.4M |
| Hancock Whitney Corp. | 0.03% | No change | 5,940 | $1.4M |
| PFG Advisors | 0.06% | Add +10.1% | 5,839 | $1.4M |
| Sovereign Financial Group, Inc. | 0.29% | Add +31.3% | 5,812 | $1.4M |
| Clear Creek Financial Management, LLC | 0.13% | Reduce -3.2% | 5,761 | $1.4M |
| Magnus Financial Group LLC | 0.12% | Reduce -5.7% | 5,738 | $1.4M |
| Center For Asset Management LLC | 0.85% | Add +32.8% | 6,619 | $1.4M |
| Centurion Wealth Management LLC | 0.39% | Add +43.4% | 5,722 | $1.4M |
| Arax Advisory Partners | 0.06% | Reduce -1.7% | 5,706 | $1.4M |
| Insight Wealth Strategies, LLC | 0.17% | Add +0.1% | 5,790 | $1.4M |
| Washburn Capital Management, Inc. | 0.79% | New | 5,630 | $1.4M |
| First National Bank & Trust Co. of Newtown | 0.27% | Add +15.7% | 5,595 | $1.3M |
| Advus Financial Partners, LLC | 0.34% | Add +26.3% | 5,576 | $1.3M |
| Copperleaf Capital, LLC | 0.67% | Add +9.8% | 5,538 | $1.3M |
| Focused Wealth Management, Inc | 0.16% | Reduce -0.1% | 5,517 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -2.8% | 5,474 | $1.3M |
| Fortress Wealth Management, Inc. | 0.62% | Reduce -0.1% | 5,387 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -1.6% | 5,266 | $1.3M |
| Hoxton Planning & Management, LLC | 0.43% | Add +7.6% | 5,146 | $1.2M |
| Planned Solutions, Inc. | 0.47% | Reduce -6.2% | 5,107 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.7% | 5,073 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +5.8% | 5,045 | $1.2M |
| Worth Asset Management, LLC | 0.59% | New | 4,995 | $1.2M |
| PKS Advisory Services, LLC | 0.29% | Reduce -4.8% | 4,948 | $1.2M |
| PGIM Custom Harvest LLC | 0.02% | Add +2.7% | 4,944 | $1.2M |
| CW Advisors, LLC | 0.01% | Add +45.9% | 4,918 | $1.2M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +4.8% | 4,898 | $1.2M |
| Nova R Wealth, Inc. | 0.55% | Reduce -11.5% | 4,890 | $1.2M |
| Fragasso Financial Advisors Inc | 0.08% | Add +3.9% | 4,816 | $1.2M |
| WPG Advisers, LLC | 0.97% | Reduce -0.7% | 4,766 | $1.1M |
| Financial Enhancement Group LLC | 0.16% | New | 4,844 | $1.1M |
| Magnolia Capital Advisors LLC | 0.29% | Reduce -4.4% | 4,751 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Reduce -6.4% | 4,729 | $1.1M |
| Empire Life Investments Inc. | 0.07% | New | 4,700 | $1.1M |
| Security Financial Services, INC. | 0.20% | Reduce -5.0% | 4,698 | $1.1M |
| Bison Wealth, LLC | 0.09% | Reduce -2.1% | 4,715 | $1.1M |
| Sollinda Capital Management LLC | 0.29% | Add +16.7% | 4,693 | $1.1M |
| Compound Planning, Inc. | 0.04% | New | 4,683 | $1.1M |
| Advyzon Investment Management, LLC | 0.25% | Add +1173.8% | 4,662 | $1.1M |
| ERn Financial, LLC | 0.24% | Add +0.2% | 4,661 | $1.1M |
| Yukon Wealth Management, Inc. | 0.40% | Add +6.0% | 4,614 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +101.3% | 4,593 | $1.1M |
| Asset Management One Co., Ltd. | 0.00% | New | 4,581 | $1.1M |
| Davis Wealth Advisors, LLC | 1.17% | Reduce -1.9% | 4,577 | $1.1M |
| Three Magnolias Financial Advisors, LLC | 0.76% | No change | 4,518 | $1.1M |
| Aspect Partners, LLC | 0.52% | Add +0.0% | 4,428 | $1.1M |
| Benchmark Wealth Management, LLC | 0.47% | Add +21.3% | 4,362 | $1.0M |
| Ergawealth Advisors, Inc. | 0.47% | Add +35.4% | 4,361 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -32.7% | 4,297 | $1.0M |
| Sound Financial Strategies Group, LLC | 0.87% | Reduce -6.7% | 4,273 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +25.7% | 4,261 | $1.0M |
| Belvedere Trading LLC | 0.08% | Reduce -15.8% | 4,210 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -47.7% | 4,207 | $1.0M |
| Talisman Wealth Advisors LLC | 0.92% | Add +16.9% | 4,197 | $1.0M |
| Golden State Wealth Management, LLC | 0.12% | Reduce -15.8% | 4,170 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +44.3% | 4,112 | $988K |
| LifePlan Investment Advisors, Inc. | 0.49% | Add +4.1% | 4,065 | $977K |
| Lansing Street Advisors | 0.29% | Add +0.2% | 4,016 | $965K |
| Institute for Wealth Management, LLC. | 0.11% | Add +11.6% | 4,012 | $964K |
| Private Trust Co. NA | 0.09% | Add +5.3% | 4,000 | $961K |
| QRG Capital Management, Inc. | 0.01% | Reduce -22.6% | 3,927 | $944K |
| Armstrong Advisory Group, Inc. | 0.07% | Add +28.1% | 3,918 | $942K |
| Silverlake Wealth Management LLC | 0.28% | Add +1.1% | 3,917 | $941K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.1% | 3,912 | $940K |
| Kathleen S. Wright Associates Inc. | 0.36% | Reduce -6.2% | 3,861 | $928K |
| B.O.S.S. Retirement Advisors, LLC | 0.23% | Add +59.8% | 3,852 | $926K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.5% | 3,838 | $922K |
| RCS Financial Planning, LLC | 0.46% | Add +10.9% | 3,825 | $919K |
| FSM Wealth Advisors, LLC | 0.15% | Add +0.0% | 3,852 | $919K |
| Eq LLC | 0.35% | Reduce -86.1% | 3,796 | $912K |
| Freedom Investment Management, Inc. | 0.07% | Add +18.2% | 3,791 | $911K |
| BridgePort Financial Solutions, LLC | 0.30% | Reduce -10.3% | 3,789 | $911K |
| Adaptive Financial Consulting, LLC | 0.38% | Add +0.1% | 3,766 | $905K |
| Sierra Capital LLC | 0.10% | No change | 3,761 | $904K |
| EP Wealth Advisors, LLC | 0.01% | Add +32.4% | 3,758 | $903K |
| Alliancebernstein L.P. | 0.00% | Add +5.9% | 3,705 | $890K |
| Founders Financial Securities LLC | 0.07% | New | 3,687 | $886K |
| Fifth Third Bancorp | 0.00% | Reduce -6.4% | 3,680 | $884K |
| GSG Advisors LLC | 0.26% | Add +0.2% | 3,679 | $884K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -90.6% | 3,680 | $884K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -18.5% | 3,565 | $884K |
| First Citizens Financial Corp | 0.48% | Reduce -0.3% | 3,652 | $878K |
| Firethorn Wealth Partners, LLC | 0.38% | Add +4.8% | 3,644 | $876K |
| Wellington Shields Capital Management, LLC | 0.15% | Add +476.2% | 3,630 | $872K |
| Milestone Asset Management, LLC | 0.18% | New | 3,622 | $870K |
| CoreCap Advisors, LLC | 0.04% | Reduce -1.0% | 3,617 | $869K |
| Rehmann Capital Advisory Group | 0.05% | Add +6.5% | 3,554 | $854K |
| Lee Financial Co | 0.12% | Reduce -7.8% | 3,552 | $854K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.9% | 3,543 | $851K |
| Allstate Corp. | 0.06% | New | 3,538 | $850K |
| Lion Street Advisors, LLC | 0.26% | Add +29.3% | 3,519 | $846K |
| Creative Financial Designs Inc. | 0.06% | Reduce -8.8% | 3,514 | $844K |
| Strata Wealth Advisors, LLC | 0.23% | Reduce -1.8% | 3,507 | $843K |
| Regimen Wealth, LLC | 0.26% | New | 3,492 | $839K |
| Quent Capital, LLC | 0.08% | Reduce -44.9% | 3,466 | $833K |
| Verus Capital Partners, LLC | 0.07% | Reduce -33.5% | 3,455 | $830K |
| Aspire Private Capital, LLC | 0.19% | Add +1.7% | 3,434 | $825K |
| Argent Trust Co | 0.03% | Add +135.5% | 3,431 | $825K |
| RiverTree Advisors, LLC | 0.55% | New | 3,430 | $824K |
| MBE Wealth Management, LLC | 0.35% | Reduce -0.8% | 3,378 | $812K |
| Stage Harbor Financial, LLC | 0.66% | Reduce -6.9% | 3,374 | $811K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -28.3% | 3,342 | $803K |
| Mather Group, Llc. | 0.01% | Reduce -0.7% | 3,338 | $802K |
| Generation Capital Management LLC | 0.63% | New | 3,330 | $800K |
| Natixis | 0.00% | Reduce -10.9% | 3,305 | $793K |
| Flagstar Securities, Inc. | 0.22% | Reduce -6.6% | 3,294 | $792K |
| Retirement Wealth Solutions LLC | 0.58% | Add +4.3% | 3,294 | $792K |
| Glenmede Investment Management, LP | 0.00% | — | 3,266 | $785K |
| Blalock Williams, LLC | 0.78% | Add +3.3% | 3,232 | $777K |
| CRA Financial Services, LLC | 0.12% | No change | 3,232 | $777K |
| Ascentis Independent Advisors | 0.14% | Add +17.9% | 3,222 | $774K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.0% | 3,220 | $774K |
| Trueblood Wealth Management, LLC | 0.32% | Add +8.1% | 3,207 | $771K |
| Shore Point Advisors, LLC | 0.37% | Add +33.8% | 3,201 | $769K |
| VestGen Investment Management | 0.55% | Reduce -17.1% | 3,189 | $766K |
| Burt Wealth Advisors | 0.17% | Reduce -0.1% | 3,180 | $764K |
| Interchange Capital Partners, LLC | 0.17% | Reduce -7.3% | 3,146 | $753K |
| Commonwealth Retirement Investments LLC | 0.28% | Add +3.1% | 3,118 | $749K |
| Waterloo Capital, L.P. | 0.06% | Reduce -23.3% | 3,083 | $741K |
| Dakota Wealth Management | 0.02% | Reduce -3.1% | 3,054 | $734K |
| Gries Financial LLC | 0.13% | Reduce -0.8% | 3,043 | $731K |
| W Advisors, LLC | 0.42% | Reduce -0.1% | 3,028 | $728K |
| Summit Financial, LLC | 0.02% | Add +80.1% | 3,028 | $728K |
| V2 Financial group LLC | 0.44% | Reduce -1.6% | 3,015 | $725K |
| Eagle Strategies LLC | 0.11% | Reduce -0.6% | 3,014 | $724K |
| Ascent Group, LLC | 0.03% | Reduce -63.5% | 3,005 | $722K |
| Bernardo Wealth Planning LLC | 0.15% | Reduce -1.2% | 2,942 | $707K |
| Dopkins Wealth Management, LLC | 0.32% | No change | 2,940 | $707K |
| Almanack Investment Partners, LLC. | 0.11% | Add +100.4% | 2,894 | $695K |
| World Equity Group, Inc. | 0.19% | Reduce -4.6% | 2,893 | $695K |
| Bessemer Group Inc. | 0.00% | Reduce -1.1% | 2,880 | $692K |
| Palumbo Wealth Management LLC | 0.21% | Add +0.2% | 2,840 | $682K |
| BCU Wealth Advisors, LLC | 0.31% | Add +26.9% | 2,830 | $680K |
| Transcend Capital Advisors, LLC | 0.05% | Add +12.6% | 2,812 | $676K |
| Integrated Advisors Network LLC | 0.03% | Add +11.3% | 2,810 | $675K |
| Lanark Financial, Inc. | 0.06% | Reduce -16.8% | 2,808 | $674K |
| OMNI 360 Wealth, Inc. | 0.42% | Add +8.9% | 2,801 | $673K |
| Investment Advisory Group, LLC | 0.20% | Add +0.0% | 2,788 | $670K |
| Empower Advisory Group, LLC | 0.00% | Add +67.2% | 2,785 | $669K |
| Johnson Financial Group, Inc. | 0.03% | Add +34.5% | 2,777 | $667K |
| Financial Advocates Investment Management | 0.05% | Reduce -81.1% | 2,769 | $665K |
| GDS Wealth Management | 0.05% | Add +9.8% | 2,767 | $665K |
| Joel Adams & Associates, Inc. | 0.59% | Reduce -2.9% | 2,764 | $664K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Reduce -6.0% | 2,746 | $660K |
| Level Four Advisory Services, LLC | 0.02% | Add +1.1% | 2,745 | $660K |
| Richmond Investment Services, LLC | 0.14% | New | 2,738 | $658K |
| Perissos Private Wealth Management, LLC | 0.52% | Add +0.0% | 2,726 | $655K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +50.0% | 2,725 | $655K |
| Amplius Wealth Advisors, LLC | 0.06% | Add +0.1% | 2,693 | $647K |
| Clearstead Advisors, LLC | 0.01% | Reduce -1.0% | 2,678 | $644K |
| Calton & Associates, Inc. | 0.11% | New | 2,663 | $640K |
| Westwind Capital | 0.13% | New | 2,614 | $628K |
| Maia Wealth LLC | 0.12% | Add +11.3% | 2,602 | $625K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -3.3% | 2,588 | $622K |
| Busey Bank | 0.02% | Add +4.6% | 2,579 | $620K |
| LongView Wealth Management | 0.19% | Add +1.1% | 2,555 | $614K |
| NorthRock Partners, LLC | 0.02% | Add +34.0% | 2,555 | $614K |
| Absolute Capital Management, LLC | 0.31% | Add +30.7% | 2,544 | $612K |
| LS Investment Advisors, LLC | 0.09% | No change | 2,540 | $610K |
| MTM Investment Management, LLC | 0.20% | No change | 2,522 | $606K |
| Prudential PLC | 0.00% | Reduce -55.8% | 2,522 | $606K |
| Bowman & Co S.C. | 0.27% | Add +15.9% | 2,511 | $603K |
| Tyche Wealth Partners LLC | 0.12% | Add +2.6% | 2,500 | $601K |
| Beacon Financial Advisory LLC | 0.15% | Add +56.9% | 2,494 | $599K |
| Susquehanna International Group, LLP | 0.00% | Add +11.1% | 2,489 | $598K |
| Aspire Growth Partners LLC | 0.48% | Add +0.2% | 2,448 | $588K |
| Keystone Financial Group, Inc. | 0.37% | Reduce -5.7% | 2,450 | $586K |
| Ascentis Wealth Management, LLC | 0.16% | Add +17.5% | 2,466 | $585K |
| Breakwater Capital Group | 0.09% | Add +15.8% | 2,424 | $582K |
| Spectrum Wealth Advisory Group, LLC | 0.27% | Reduce -1.2% | 2,409 | $579K |
| First Foundation Advisors | 0.02% | No change | 2,404 | $578K |
| Estate Counselors, LLC | 0.06% | No change | 2,400 | $577K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.6% | 2,389 | $574K |
| Vantage Point Financial LLC | 0.25% | Add +2.2% | 2,368 | $569K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.8% | 2,362 | $568K |
| Signal Advisors Wealth, LLC | 0.04% | Add +26.7% | 2,357 | $566K |
| Pathstone Holdings, LLC | 0.00% | Add +1.2% | 2,346 | $564K |
| Good Life Advisors, LLC | 0.04% | Add +16.8% | 2,343 | $563K |
| Kingsview Wealth Management, LLC | 0.01% | Add +88.1% | 2,338 | $562K |
| KKM Financial LLC | 0.19% | No change | 2,321 | $558K |
| Oxinas Partners, LLC | 0.29% | Reduce -1.0% | 2,315 | $556K |
| Raleigh Capital Management Inc. | 0.23% | Reduce -4.9% | 2,307 | $554K |
| Barometer Capital Management Inc. | 0.15% | New | 2,300 | $553K |
| HBW Advisory Services LLC | 0.07% | Add +1.2% | 2,245 | $539K |
| Atlas Brown,Inc. | 0.17% | Add +0.8% | 2,241 | $539K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 2,240 | $538K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.9% | 2,227 | $535K |
| Gotham Asset Management | 0.00% | New | 2,215 | $532K |
| CGN Advisors LLC | 0.05% | No change | 2,211 | $531K |
| Compass Capital Corp. /Ma/ | 0.25% | No change | 2,634 | $524K |
| New Millennium Group LLC | 0.29% | Reduce -6.9% | 2,172 | $522K |
| National Bank of Canada | 0.00% | Add +46.4% | 2,163 | $520K |
| First Bank & Trust | 0.09% | Reduce -0.1% | 2,099 | $504K |
| Centric Wealth Management | 0.12% | Add +0.3% | 2,041 | $501K |
| Cooper Financial Group | 0.06% | Add +6.9% | 2,069 | $497K |
| Fingerlakes Wealth Management, Inc. | 0.37% | Reduce -0.1% | 2,067 | $497K |
| Fortune Financial Advisors, LLC | 0.39% | Add +46.2% | 2,029 | $488K |
| White Lighthouse Investment Management Inc. | 0.08% | No change | 2,023 | $486K |
| Two West Capital Advisors LLC | 0.32% | Add +67.3% | 2,011 | $485K |
| Exchange Traded Concepts, LLC | 0.01% | Add +53.0% | 2,019 | $485K |
| Financial Life Advisors | 0.17% | Reduce -2.9% | 2,017 | $485K |
| Kane Investment Management, Inc. | 0.25% | Reduce -10.2% | 2,015 | $484K |
| United Advisor Group, LLC | 0.08% | Add +11.6% | 2,006 | $482K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.8% | 1,998 | $480K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +2.0% | 1,987 | $478K |
| Fullcircle Wealth LLC | 0.18% | Add +20.7% | 1,968 | $477K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $474K |
| Owen LaRue, LLC | 0.20% | Add +1.4% | 1,959 | $471K |
| Hershey Financial Advisers, LLC | 0.42% | — | 1,955 | $470K |
| Santori & Peters, Inc. | 0.17% | Add +0.1% | 1,950 | $469K |
| Allen Capital Group, LLC | 0.05% | Reduce -5.4% | 1,938 | $466K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +2.5% | 1,935 | $465K |
| Legacy Solutions, LLC | 0.44% | No change | 1,922 | $462K |
| Integrity Alliance, Llc. | 0.03% | Reduce -25.3% | 1,910 | $459K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.06% | Add +177.9% | 1,895 | $456K |
| Cornerstone Financial Group, LLC | 0.39% | No change | 1,895 | $455K |
| Diversify Wealth Management, LLC | 0.03% | No change | 1,823 | $452K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,878 | $451K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -2.5% | 1,879 | $451K |
| LifeSteps Financial, Inc. | 0.31% | No change | 1,876 | $451K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +0.4% | 1,852 | $445K |
| First Merchants Corp. | 0.02% | No change | 1,852 | $445K |
| Jefferies Financial Group Inc. | 0.01% | Add +22.2% | 1,851 | $445K |
| Brown Miller Wealth Management, LLC | 0.14% | No change | 1,842 | $443K |
| Empire Financial Management Company, LLC | 0.13% | Reduce -12.0% | 1,838 | $442K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.1% | 1,822 | $438K |
| Wolverine Trading, LLC | 0.01% | Reduce -43.1% | 1,830 | $435K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -13.9% | 1,800 | $433K |
| Client 1ST Advisory Group, LLC | 0.16% | Reduce -8.8% | 1,796 | $432K |
| Jacobi Capital Management LLC | 0.03% | Add +6.5% | 1,792 | $431K |
| GWN Securities Inc. | 0.08% | Reduce -30.0% | 1,756 | $431K |
| MGB Wealth Management, LLC | 0.14% | Add +16.5% | 1,791 | $430K |
| IAG Wealth Partners, LLC | 0.06% | No change | 1,789 | $430K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 1,775 | $427K |
| Everpar Advisors LLC | 0.19% | Add +30.2% | 1,765 | $424K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,753 | $421K |
| New Century Financial Group, LLC | 0.49% | New | 1,749 | $420K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -22.4% | 1,715 | $412K |
| Sterling Group Wealth Management, LLC | 0.23% | No change | 1,714 | $412K |
| Accelerate Investment Advisors LLC | 0.31% | Reduce -1.4% | 1,711 | $411K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +2.6% | 1,709 | $411K |
| Opinicus Capital, Inc. | 0.31% | Reduce -1.0% | 1,706 | $410K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -23.8% | 1,698 | $408K |
| Arrowroot Family Office, LLC | 0.18% | — | 1,685 | $405K |
| Baron Financial Group, LLC | 0.24% | Reduce -3.5% | 1,675 | $403K |
| Hemington Wealth Management | 0.06% | No change | 1,663 | $399K |
| Brighton Jones LLC | 0.01% | Add +25.4% | 1,653 | $397K |
| Accredited Investor Services, LLC | 0.30% | No change | 1,643 | $395K |
| Northern Trust Corp. | 0.00% | Reduce -3.3% | 1,628 | $391K |
| Nwam LLC | 0.02% | Reduce -10.5% | 1,614 | $389K |
| NorthCoast Asset Management LLC | 0.00% | Add +17.0% | 1,619 | $389K |
| Trust Co of the South | 0.07% | Reduce -45.0% | 1,600 | $385K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $385K |
| FWG Investments, LLC. | 0.29% | New | 1,597 | $384K |
| Larson Financial Group LLC | 0.02% | Add +5.8% | 1,591 | $382K |
| StoneX Group Inc. | 0.02% | Add +3.6% | 1,590 | $382K |
| Aviso Financial Inc. | 0.02% | Reduce -23.9% | 1,588 | $382K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.4% | 1,584 | $381K |
| Parsons Capital Management Inc. | 0.02% | Add +21.5% | 1,583 | $380K |
| Money Concepts Capital Corp. | 0.03% | Reduce -43.5% | 1,562 | $375K |
| Ewa, LLC | 0.12% | Reduce -40.2% | 1,546 | $372K |
| Quartz Partners, LLC | 0.17% | Reduce -1.8% | 1,538 | $370K |
| Mendel Money Management | 0.16% | Reduce -8.0% | 1,536 | $369K |
| WBH Advisory Inc. | 0.03% | No change | 1,534 | $369K |
| TCFG Wealth Management, LLC | 0.17% | Add +7.0% | 1,533 | $368K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.5% | 1,521 | $366K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +0.4% | 1,514 | $364K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.8% | 1,513 | $364K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,502 | $361K |
| Elevated Capital Advisors, LLC | 0.10% | No change | 1,775 | $359K |
| L.M. Kohn & Company | 0.10% | Add +20.9% | 1,492 | $359K |
| Newman Dignan & Sheerar, Inc. | 0.08% | No change | 1,489 | $358K |
| IHT Wealth Management, LLC | 0.01% | Reduce -35.7% | 1,489 | $358K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -38.8% | 1,486 | $357K |
| FLP Wealth Management, LLC | 0.99% | Reduce -1.5% | 1,473 | $354K |
| Bay Rivers Group | 0.16% | New | 1,467 | $353K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.9% | 1,464 | $352K |
| Transce3nd, LLC | 0.15% | Reduce -9.7% | 1,464 | $352K |
| Townsquare Capital LLC | 0.03% | Reduce -89.9% | 1,463 | $352K |
| Atlatl Advisers LLC | 0.17% | Add +1.2% | 1,457 | $350K |
| Lunt Capital Management, Inc. | 0.13% | No change | 1,457 | $350K |
| Maripau Wealth Management LLC | 0.18% | Add +23.4% | 1,456 | $350K |
| First Trust Advisors LP | 0.00% | New | 1,456 | $350K |
| Composition Wealth, LLC | 0.01% | Add +26.1% | 1,456 | $350K |
| Cahill Financial Advisors Inc. | 0.04% | Add +1.6% | 1,438 | $346K |
| James J. Burns & Company, LLC | 0.06% | Reduce -3.2% | 1,431 | $344K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 1,413 | $340K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -11.0% | 1,395 | $335K |
| Smithfield Trust Co | 0.02% | Add +5.5% | 1,389 | $334K |
| JT Stratford LLC | 0.05% | Reduce -3.4% | 1,388 | $334K |
| Coldstream Capital Management Inc. | 0.01% | Add +17.9% | 1,382 | $332K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -1.4% | 1,376 | $331K |
| JBR Co Financial Management Inc | 0.16% | Reduce -5.6% | 1,375 | $330K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,375 | $330K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +859.4% | 1,372 | $330K |
| Successful Portfolios LLC | 0.20% | No change | 1,372 | $330K |
| SYM FINANCIAL Corp | 0.04% | Add +26.2% | 1,316 | $316K |
| Vista Investment Management | 0.12% | No change | 1,314 | $316K |
| Semus Wealth Partners LLC | 0.20% | Reduce -0.7% | 1,306 | $314K |
| CogentBlue Wealth Advisors, LLC | 0.24% | Reduce -13.9% | 1,302 | $313K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 1,302 | $313K |
| Bragg Financial Advisors, Inc | 0.01% | New | 1,300 | $312K |
| Lincoln Capital Corp. | 0.12% | Reduce -17.1% | 1,296 | $311K |
| Camarda Financial Advisors, LLC | 0.12% | New | 1,295 | $311K |
| ProVise Management Group, LLC | 0.02% | No change | 1,289 | $310K |
| Rede Wealth, LLC | 0.11% | Reduce -1.3% | 1,285 | $309K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -4.6% | 1,285 | $309K |
| Advisory Alpha, LLC | 0.01% | Reduce -11.5% | 1,273 | $306K |
| Orion Capital Management LLC | 0.12% | No change | 1,273 | $306K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.7% | 1,272 | $306K |
| Vicus Capital | 0.03% | Reduce -39.9% | 1,271 | $306K |
| HMV Wealth Advisors, LLC | 0.20% | No change | 1,268 | $305K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -5.3% | 1,281 | $303K |
| Reyes Financial Architecture, Inc. | 0.26% | No change | 1,255 | $302K |
| Novus Advisors, LLC | 0.46% | No change | 1,251 | $301K |
| Strategic Investment Solutions, Inc. | 0.09% | Add +1534.2% | 1,242 | $299K |
| Full Sail Capital, LLC | 0.02% | New | 1,229 | $295K |
| Canandaigua National Trust Co of Florida | 0.21% | New | 1,214 | $292K |
| Opulen Financial Group LLC | 0.24% | Add +0.1% | 1,196 | $288K |
| Continuum Advisory, LLC | 0.03% | Add +36.9% | 1,194 | $287K |
| IMG Wealth Management, Inc. | 0.22% | Reduce -4.7% | 1,193 | $287K |
| Signaturefd, LLC | 0.00% | Add +69.0% | 1,193 | $287K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.9% | 1,189 | $286K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 1,184 | $284K |
| Principle Wealth Partners LLC | 0.02% | New | 1,170 | $281K |
| Glassman Wealth Services | 0.04% | No change | 1,169 | $281K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -0.9% | 1,167 | $280K |
| Traction Financial Partners, LLC | 0.19% | No change | 1,166 | $280K |
| LexAurum Advisors, LLC | 0.04% | New | 1,165 | $280K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 1,163 | $280K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +4.6% | 1,162 | $279K |
| Colonial River Investments, LLC | 0.12% | New | 1,169 | $278K |
| Allegheny Financial Group | 0.06% | No change | 1,153 | $277K |
| Royal Harbor Partners, LLC | 0.10% | No change | 1,146 | $275K |
| Sierra Ocean, LLC | 0.20% | Reduce -6.2% | 1,144 | $275K |
| Harvest Investment Services, LLC | 0.06% | New | 1,140 | $274K |
| WESPAC Advisors SoCal, LLC | 0.06% | New | 1,139 | $274K |
| Arcadia Wealth Management, LLC | 0.12% | Reduce -7.1% | 1,132 | $272K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 1,130 | $272K |
| Strid Group, LLC | 0.04% | Reduce -9.2% | 1,119 | $269K |
| Private Wealth Asset Management, LLC | 0.04% | No change | 1,118 | $269K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -0.4% | 1,118 | $269K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -8.1% | 1,112 | $267K |
| Lakeridge Wealth Management LLC | 0.12% | Reduce -16.9% | 1,111 | $267K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -10.3% | 1,101 | $265K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 1,100 | $264K |
| Veracity Capital LLC | 0.09% | Reduce -10.7% | 1,096 | $263K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -5.6% | 1,096 | $263K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -2.5% | 1,095 | $263K |
| New Hampshire Trust | 0.06% | No change | 1,095 | $263K |
| Midwest Trust Co | 0.00% | — | 1,095 | $263K |
| 4J Wealth Management LLC | 0.18% | No change | 1,089 | $262K |
| Portside Wealth Group, LLC | 0.04% | New | 1,084 | $261K |
| GeoWealth Management, LLC | 0.01% | Reduce -98.2% | 1,083 | $260K |
| FourThought Financial Partners, LLC | 0.03% | Add +2.4% | 1,080 | $260K |
| Stonebrook Private Inc. | 0.06% | New | 1,070 | $257K |
| Gibbs Wealth Management | 0.05% | Add +5.7% | 1,069 | $257K |
| Chancellor Financial Group WB LP | 0.20% | No change | 1,068 | $257K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -5.2% | 1,052 | $253K |
| BBR Partners, LLC | 0.02% | No change | 1,045 | $251K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -6.2% | 1,047 | $251K |
| NCM Capital Management, LLC | 0.10% | No change | 1,044 | $251K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 1,041 | $250K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.9% | 1,041 | $250K |
| Cadence Bank | 0.02% | Reduce -3.3% | 1,041 | $250K |
| Stonebridge Wealth Management, LLC | 0.24% | — | 1,039 | $250K |
| My Legacy Advisors, LLC | 0.09% | Reduce -8.8% | 1,050 | $249K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 1,037 | $249K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.2% | 1,034 | $249K |
| Forefront Wealth Partners, LLC | 0.17% | New | 1,160 | $248K |
| Strategy Asset Managers LLC | 0.05% | Add +0.1% | 1,033 | $248K |
| Summit Wealth Partners, LLC | 0.05% | New | 1,033 | $248K |
| Gentry Private Wealth, LLC | 0.19% | No change | 1,031 | $248K |
| Intellus Advisors LLC | 0.04% | New | 1,030 | $248K |
| Consolidated Portfolio Review Corp | 0.03% | New | 1,017 | $244K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -31.7% | 1,011 | $243K |
| Darwin Wealth Management, LLC | 0.08% | Reduce -9.7% | 1,004 | $241K |
| Accredited Investors Inc. | 0.01% | New | 987 | $237K |
| Axis Wealth Partners, LLC | 0.16% | Reduce -5.9% | 987 | $237K |
| Old Mission Capital LLC | 0.01% | New | 981 | $236K |
| Poehling Capital Management, INC. | 0.06% | New | 979 | $235K |
| Axim Planning & Wealth | 0.21% | New | 978 | $235K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.2% | 973 | $234K |
| Legacy Capital Group California, Inc. | 0.06% | New | 970 | $233K |
| Valued Retirements, Inc. | 0.26% | New | 964 | $232K |
| Investment Advisory Services Inc. /TX | 0.08% | New | 960 | $231K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 956 | $230K |
| Key Financial Inc | 0.05% | No change | 950 | $228K |
| Edgestream Partners, L.P. | 0.01% | Reduce -40.9% | 942 | $226K |
| 1ST Source Bank | 0.01% | Reduce -13.4% | 935 | $225K |
| Intelligence Driven Advisers, LLC | 0.03% | New | 927 | $223K |
| WNY Asset Management, LLC | 0.02% | New | 912 | $219K |
| Fisher Asset Management | 0.00% | Reduce -59.2% | 911 | $219K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -2.8% | 911 | $219K |
| Curi Capital, LLC | 0.00% | New | 897 | $216K |
| Stephens Consulting, LLC | 0.05% | No change | 894 | $215K |
| Faithward Advisors, LLC | 0.03% | New | 888 | $214K |
| Quadrant Capital Group LLC | 0.01% | No change | 883 | $212K |
| Prosperity Wealth Management, Inc. | 0.08% | Reduce -12.7% | 881 | $212K |
| Insight Advisors, LLC/ PA | 0.03% | New | 880 | $211K |
| Momentum Wealth Planning, LLC | 0.18% | — | 878 | $211K |
| NWF Advisory Services Inc. | 0.03% | New | 878 | $211K |
| Citizens National Bank Trust Department | 0.04% | No change | 869 | $209K |
| Vanguard Group Inc. | 0.00% | Reduce -17.8% | 867 | $208K |
| International Assets Investment Management, LLC | 0.02% | New | 857 | $206K |
| Strategies Wealth Advisors, LLC | 0.02% | New | 857 | $206K |
| Confluence Wealth Services, Inc. | 0.01% | New | 856 | $206K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 853 | $205K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 851 | $204K |
| Leelyn Smith, LLC | 0.03% | New | 843 | $203K |
| First PREMIER Bank | 0.05% | No change | 834 | $200K |
| Atticus Wealth Management, LLC | 0.05% | New | 830 | $199K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.5% | 822 | $198K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 799 | $192K |
| Spirit of America Management Corp. | 0.04% | Reduce -9.8% | 780 | $187K |
| Bank of Montreal | 0.00% | Reduce -40.0% | 760 | $183K |
| Salomon & Ludwin, LLC | 0.02% | No change | 737 | $175K |
| Barclays PLC | 0.00% | Reduce -68.5% | 717 | $172K |
| Asset Dedication, LLC | 0.01% | New | 712 | $171K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 703 | $169K |
| Integrity Financial Corp | 0.09% | No change | 699 | $168K |
| Glen Eagle Advisors, LLC | 0.03% | Add +63.6% | 697 | $167K |
| Richardson Financial Services Inc. | 0.11% | Add +69.8% | 703 | $166K |
| AdvisorNet Financial, Inc | 0.01% | Add +24.0% | 692 | $166K |
| Cape Investment Advisory, Inc. | 0.06% | Add +8.0% | 651 | $156K |
| JDM Financial Group LLC | 0.07% | No change | 645 | $155K |
| AlphaCore Capital LLC | 0.01% | New | 592 | $142K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | — | 700 | $142K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 577 | $139K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 574 | $138K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +2900.0% | 570 | $137K |
| Bogart Wealth, LLC | 0.01% | Add +3.1% | 558 | $134K |
| Harbor Asset Planning, Inc. | 0.13% | — | 557 | $134K |
| Avion Wealth | 0.03% | New | 538 | $129K |
| Inlight Wealth Management, LLC | 0.07% | No change | 523 | $126K |
| CENTRAL TRUST Co | 0.00% | Reduce -9.4% | 518 | $124K |
| Crewe Advisors LLC | 0.02% | Add +508.4% | 505 | $121K |
| American Capital Advisory, LLC | 0.06% | Reduce -35.1% | 492 | $118K |
| Y.D. More Investments Ltd | 0.01% | Add +81.7% | 496 | $118K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 455 | $109K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.2% | 430 | $103K |
| Trust Co. of Vermont | 0.00% | No change | 411 | $99K |
| MPWM Advisory Solutions, LLC | 0.06% | Add +32.3% | 410 | $99K |
| Signature Resources Capital Management, LLC | 0.06% | Reduce -15.4% | 401 | $96K |
| First Pacific Financial | 0.01% | No change | 399 | $96K |
| TD Capital Management LLC | 0.01% | No change | 391 | $94K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Reduce -3.5% | 384 | $92K |
| Team Financial Group, LLC | 0.04% | New | 374 | $90K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -51.0% | 364 | $87K |
| New Republic Capital, LLC | 0.03% | Reduce -38.2% | 350 | $84K |
| Westside Investment Management, Inc. | 0.02% | Reduce -6.7% | 346 | $83K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -22.4% | 346 | $83K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $81K |
| Realta Investment Advisors | 0.03% | Reduce -9.5% | 333 | $80K |
| S&T Bank | 0.02% | No change | 323 | $78K |
| Winthrop Capital Management, LLC | 0.02% | Add +65.5% | 293 | $70K |
| Bfsg, LLC | 0.01% | No change | 276 | $66K |
| Hantz Financial Services, Inc. | 0.00% | New | 272 | $65K |
| CNB Bank | 0.03% | No change | 263 | $63K |
| LGT Financial Advisors LLC | 0.16% | Reduce -3.4% | 260 | $63K |
| Fortitude Family Office, LLC | 0.02% | Add +109.0% | 255 | $61K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $60K |
| Hilltop National Bank | 0.01% | — | 230 | $55K |
| REAP Financial Group, LLC | 0.01% | Add +11.3% | 226 | $54K |
| Brooklyn Investment Group | 0.01% | New | 225 | $54K |
| GAMMA Investing LLC | 0.00% | Add +45.0% | 216 | $52K |
| CX Institutional | 0.00% | No change | 214 | $51K |
| Wellington Shields & Co., LLC | 0.01% | Add +100.0% | 200 | $48K |
| Kings Path Partners LLC | 0.02% | Reduce -15.3% | 194 | $47K |
| WFA of San Diego, LLC | 0.03% | — | 192 | $46K |
| Park Square Financial Group, LLC | 0.03% | Add +84.0% | 184 | $44K |
| Family Capital Trust Co | 0.01% | No change | 179 | $43K |
| GFG Capital, LLC | 0.01% | New | 175 | $42K |
| HM Payson & Co. | 0.00% | No change | 171 | $41K |
| Luminist Capital LLC | 0.04% | No change | 170 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.02% | Reduce -42.1% | 165 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | Add +262.2% | 163 | $39K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 161 | $39K |
| NBT Bank, N.A. | 0.00% | No change | 155 | $37K |
| Islay Capital Management, LLC | 0.02% | No change | 150 | $36K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -39.1% | 145 | $35K |
| Sunbelt Securities, Inc. | 0.00% | Add +4000.0% | 164 | $34K |
| Abound Wealth Management | 0.01% | Reduce -42.7% | 137 | $33K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $31K |
| Ancora Advisors LLC | 0.00% | Add +3150.0% | 130 | $31K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 130 | $31K |
| Operose Advisors LLC | 0.01% | No change | 127 | $31K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 127 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -11.3% | 126 | $30K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | New | 121 | $29K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 120 | $29K |
| Clark Wealth Partners | 0.02% | Reduce -56.1% | 108 | $26K |
| Legacy Investment Solutions, LLC | 0.01% | — | 101 | $24K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 101 | $24K |
| DecisionPoint Financial, LLC | 0.01% | No change | 102 | $24K |
| Family Legacy Financial Solutions, LLC | 0.02% | — | 100 | $24K |
| AllSquare Wealth Management LLC | 0.01% | No change | 100 | $24K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -94.1% | 97 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 90 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 88 | $21K |
| Clear Investment Research, LLC | 0.03% | No change | 87 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 86 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $20K |
| Total Investment Management Inc. | 0.00% | New | 83 | $20K |
| Millstone Evans Group, LLC | 0.01% | Reduce -13.8% | 81 | $19K |
| Rice Partnership, LLC | 0.00% | New | 81 | $19K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -19.0% | 81 | $19K |
| EPG Wealth Management LLC | 0.01% | No change | 77 | $19K |
| Bokf, NA | 0.00% | New | 77 | $19K |
| Concord Wealth Partners | 0.00% | Add +12.1% | 74 | $18K |
| Creative Capital Management Investments LLC | 0.01% | New | 71 | $17K |
| Caldwell Trust Co | 0.00% | No change | 68 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 67 | $16K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -58.4% | 62 | $15K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $14K |
| Beacon Capital Management, LLC | 0.00% | Add +172.7% | 60 | $14K |
| Family Manage LLC | 0.00% | New | 57 | $14K |
| Capital A Wealth Management, LLC | 0.15% | Reduce -92.9% | 85 | $13K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $13K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 50 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 49 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 45 | $11K |
| Phillips Financial Management, LLC | 0.00% | New | 45 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -50.0% | 45 | $11K |
| North Capital, Inc. | 0.01% | No change | 39 | $9K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -35.0% | 39 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 38 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 38 | $9K |
| Rossby Financial, LCC | 0.00% | Add +61.9% | 34 | $8K |
| Archer Investment Corp | 0.00% | Add +32.0% | 33 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -81.3% | 33 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 31 | $7K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -18.4% | 31 | $7K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 28 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 28 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $6K |
| Howe & Rusling Inc. | 0.00% | New | 24 | $6K |
| Northwest Capital Management Inc | 0.00% | Reduce -82.5% | 24 | $6K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 24 | $6K |
| Motco | 0.00% | New | 23 | $6K |
| Ameriflex Group, Inc. | 0.00% | No change | 23 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 21 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 19 | $5K |
| HighMark Wealth Management LLC | 0.00% | New | 20 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 18 | $4K |
| Providence Capital Advisors, LLC | 0.00% | New | 17 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -50.0% | 16 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $4K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -98.9% | 15 | $4K |
| SouthState Bank Corp | 0.00% | No change | 14 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 13 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 13 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 11 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 7 | $2K |
| Eastern Bank | 0.00% | New | 7 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 7 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $1K |
| Alerus Financial NA | 0.00% | New | 6 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $961 |
| Front Row Advisors LLC | 0.00% | No change | 4 | $961 |
| Atlantic Union Bankshares Corp | 0.00% | New | 3 | $721 |
| Horizon Investments, LLC | 0.00% | New | 3 | $721 |
| Robinswood Financial LLC | 0.00% | No change | 3 | $720 |
| Dogwood Wealth Management LLC | 0.00% | New | 3 | $709 |
| Nova Wealth Management, Inc. | 0.00% | New | 2 | $481 |
| Nalls Sherbakoff Group, LLC | 0.00% | Reduce -92.9% | 1 | $254 |
| Premier Financial Group | 0.00% | — | 1 | $248 |
"% 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.