iShares MSCI USA Momentum FaMTUMETF
13F holders, Q3 2025 (September 30)985holders +26
96new positions
61sold out
4famous investors
$255.84avg. 13F price*
At the end of Q3 2025, 985 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 26 from Q2 2025. 96 opened new positions and 61 sold out. The largest holders were Mercer Global Advisors Inc. ($1.9B), Envestnet Asset Management Inc. ($1.6B) and FMR LLC ($1.0B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $104.6M |
| Exits | 61 | $123.3M |
All 13F filers, Q2 2025 → Q3 2025: 5,770,622 shares bought and 9,348,325 shares sold, net −3,577,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Mercer Global Advisors Inc. | 3.25% | Add +0.1% | 7,595,040 | $1.9B |
| Envestnet Asset Management Inc. | 0.46% | Reduce -51.0% | 6,193,973 | $1.6B |
| FMR LLC | 0.05% | Add +25.7% | 4,063,106 | $1.0B |
| Morgan Stanley | 0.05% | Add +29.3% | 3,260,276 | $836.1M |
| Raymond James Financial Inc. | 0.25% | Add +4.1% | 3,063,251 | $785.6M |
| LPL Financial LLC | 0.20% | Add +14.7% | 2,639,443 | $676.9M |
| Assetmark, Inc. | 0.81% | Reduce -21.1% | 1,465,131 | $375.7M |
| Ameriprise Financial Inc. | 0.08% | Add +7.4% | 1,321,883 | $339.0M |
| BlackRock, Inc. | 0.01% | Add +2.0% | 1,259,294 | $322.9M |
| Bank of America Corp. | 0.02% | Add +8.3% | 1,239,000 | $317.7M |
| State of Michigan Retirement System | 1.51% | Add +1.4% | 1,223,490 | $313.8M |
| Cerity Partners LLC | 0.48% | Add +2.6% | 1,151,952 | $295.4M |
| Blue Trust, Inc. | 3.26% | Reduce -6.3% | 1,133,565 | $290.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.32% | Reduce -0.1% | 1,030,720 | $264.3M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Reduce -1.7% | 1,001,260 | $254.8M |
| Focus Partners Wealth | 0.38% | Add +2939.7% | 927,145 | $237.8M |
| Cwm, LLC | 0.70% | Add +1.3% | 911,115 | $233.7M |
| JPMorgan Chase & Co. | 0.01% | Add +6.6% | 870,892 | $223.3M |
| Wells Fargo & Company | 0.05% | Reduce -0.3% | 865,845 | $222.0M |
| UBS Group AG | 0.04% | Reduce -3.9% | 758,362 | $194.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +83.5% | 739,133 | $189.6M |
| Corient Private Wealth LP | 0.29% | Reduce -12.2% | 716,736 | $183.8M |
| Orgel Wealth Management, LLC | 3.88% | Add +0.7% | 664,061 | $170.3M |
| MML Investors Services, LLC | 0.43% | Add +47.0% | 630,865 | $161.8M |
| Park Avenue Securities LLC | 1.05% | Add +14.5% | 523,868 | $134.3M |
| PNC Financial Services Group, Inc. | 0.08% | Add +1.2% | 508,703 | $130.5M |
| Cetera Investment Advisers | 0.15% | Add +10.8% | 487,762 | $125.1M |
| Envestnet Portfolio Solutions, Inc. | 0.44% | Reduce -2.2% | 464,403 | $119.1M |
| Savant Capital, LLC | 0.71% | Reduce -5.2% | 457,507 | $117.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -15.1% | 439,225 | $110.3M |
| Janney Montgomery Scott LLC | 0.25% | Reduce -3.7% | 417,834 | $107.2M |
| Royal Bank of Canada | 0.02% | Reduce -22.7% | 416,439 | $106.8M |
| AdvisorShares Investments LLC | 16.93% | Reduce -6.3% | 404,210 | $103.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.5% | 360,382 | $92.4M |
| Arizona PSPRS Trust | 3.12% | Add +0.2% | 360,077 | $90.7M |
| High Probability Advisors, LLC | 11.20% | Add +1.4% | 318,438 | $81.7M |
| Foster Group, Inc. | 2.42% | Add +0.7% | 301,241 | $77.3M |
| Citigroup Inc. | 0.05% | Reduce -34.4% | 299,390 | $76.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +19.5% | 295,778 | $75.9M |
| OneDigital Investment Advisors LLC | 0.71% | Add +0.9% | 270,886 | $69.5M |
| Foundations Investment Advisors, LLC | 0.96% | Reduce -23.0% | 257,073 | $65.9M |
| BNP Paribas Financial Markets | 0.05% | Add +19.0% | 256,260 | $65.7M |
| Stifel Financial Corp. | 0.06% | Add +11.4% | 246,235 | $63.1M |
| Symmetry Partners, LLC | 6.77% | Add +9.8% | 242,492 | $62.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 230,702 | $59.2M |
| NewEdge Advisors, LLC | 0.26% | Add +3.6% | 220,151 | $56.5M |
| Strategic Financial Services, Inc. | 2.82% | Reduce -0.1% | 219,222 | $56.2M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Add +19.5% | 211,754 | $54.3M |
| Armbruster Capital Management, Inc. | 9.21% | Add +1.4% | 211,106 | $54.1M |
| Keybank National Association | 0.18% | Reduce -2.0% | 196,940 | $50.5M |
| Kathmere Capital Management, LLC | 3.11% | Reduce -2.9% | 170,840 | $43.8M |
| JB Capital LLC | 1.85% | Add +6.0% | 167,577 | $43.0M |
| Jones Financial Companies LLLP | 0.03% | Add +17.8% | 162,138 | $41.3M |
| Merit Financial Group, LLC | 0.38% | Add +27.5% | 160,608 | $41.2M |
| Lido Advisors, LLC | 0.16% | Add +67.5% | 153,621 | $39.4M |
| New York Life Investment Management LLC | 0.34% | Add +31.1% | 151,310 | $38.8M |
| Apella Capital, LLC | 0.86% | Reduce -13.0% | 152,590 | $38.6M |
| Sanctuary Advisors, LLC | 0.21% | Add +2.4% | 146,167 | $37.5M |
| Mullooly Asset Management, Inc. | 13.56% | Add +1.2% | 137,856 | $35.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +0.6% | 136,725 | $35.1M |
| 1900 Wealth Management LLC | 2.34% | Reduce -0.7% | 134,490 | $34.5M |
| United Capital Financial Advisors, LLC | 0.24% | Add +0.2% | 129,638 | $33.2M |
| Stonehearth Capital Management, LLC | 12.57% | Reduce -2.3% | 126,654 | $32.5M |
| Acropolis Investment Management, LLC | 1.64% | Add +4.5% | 134,659 | $32.4M |
| Kestra Investment Management, LLC | 0.87% | Add +12.0% | 126,135 | $32.3M |
| Truist Financial Corp. | 0.04% | Add +4.8% | 124,440 | $31.9M |
| Captrust Financial Advisors | 0.06% | Add +22.5% | 123,890 | $31.8M |
| Sanchez Wealth Management Group | 6.65% | Add +3.7% | 116,745 | $29.9M |
| Oppenheimer & Co. Inc. | 0.35% | Add +9.1% | 112,073 | $28.7M |
| M&T Bank Corp | 0.10% | Add +22.3% | 110,794 | $28.4M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +1.7% | 108,546 | $27.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.3% | 100,304 | $25.7M |
| Kestra Advisory Services, LLC | 0.12% | Add +13.4% | 99,807 | $25.6M |
| Mariner, LLC | 0.03% | Add +2.4% | 99,747 | $25.6M |
| Atria Investments, Inc | 0.29% | Add +6.0% | 98,331 | $25.2M |
| Bell Investment Advisors, Inc | 3.96% | Reduce -2.9% | 94,433 | $24.2M |
| Savvy Advisors, Inc. | 1.11% | Add +213.1% | 94,045 | $24.1M |
| Cobblestone Capital Advisors LLC | 1.15% | Reduce -0.6% | 93,509 | $24.0M |
| Advocacy Wealth Management, LLC | 1.04% | Add +5.5% | 93,325 | $23.9M |
| AE Wealth Management LLC | 0.15% | Reduce -4.5% | 91,595 | $23.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +2310.1% | 88,691 | $22.7M |
| Provida Pension Fund Administrator | 0.40% | Reduce -41.4% | 88,652 | $22.7M |
| Sensible Financial Planning & Management, LLC. | 4.10% | Reduce -4.0% | 88,088 | $22.6M |
| Invst, LLC | 2.54% | Add +6.4% | 86,943 | $22.3M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -32.9% | 85,504 | $21.9M |
| Meredith Wealth Planning | 6.94% | Reduce -2.0% | 85,434 | $21.9M |
| B&D White Capital Company, LLC | 2.75% | New | 83,781 | $21.5M |
| Convergence Financial, LLC | 3.14% | Add +11.6% | 81,660 | $20.9M |
| Glenview Trust Co | 0.32% | Reduce -2.8% | 79,809 | $20.5M |
| Oppenheimer Asset Management Inc. | 0.22% | Reduce -0.3% | 77,024 | $19.8M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 74,632 | $19.1M |
| Private Advisor Group, LLC | 0.09% | Reduce -30.6% | 74,380 | $19.1M |
| Jump Financial, LLC | 0.25% | New | 74,132 | $19.0M |
| Prudent Investors Network, Inc. | 4.64% | Add +1.3% | 73,798 | $18.9M |
| Sagespring Wealth Partners, LLC | 0.36% | Reduce -0.4% | 71,281 | $18.3M |
| Oxford Financial Group, LTD. LLC | 1.02% | Reduce -1.2% | 70,542 | $18.1M |
| Trinity Wealth Management, LLC | 6.77% | Reduce -27.9% | 70,394 | $18.1M |
| Straight Path Wealth Management | 4.99% | Add +5.2% | 69,773 | $17.9M |
| CPC Advisors, LLC | 1.86% | Add +2.2% | 68,859 | $17.7M |
| Advisory Services Network, LLC | 0.26% | Add +1.5% | 68,614 | $17.6M |
| Journey Advisory Group, LLC | 1.24% | Reduce -1.6% | 65,111 | $16.7M |
| CFO4Life Group, LLC | 2.35% | Reduce -1.8% | 62,935 | $16.1M |
| Journey Strategic Wealth LLC | 0.45% | Add +2.5% | 61,597 | $15.8M |
| Yeomans Consulting Group, Inc. | 5.28% | Add +79.2% | 59,839 | $15.3M |
| Intrust Bank NA | 1.25% | Reduce -1.5% | 58,837 | $15.1M |
| Waverly Advisors, LLC | 0.15% | Add +5.7% | 58,238 | $14.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.5% | 55,912 | $14.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.81% | Add +1.2% | 54,508 | $14.0M |
| POM Investment Strategies, LLC | 7.59% | Add +28.8% | 54,469 | $14.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -24.3% | 54,064 | $13.9M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +7.0% | 53,366 | $13.7M |
| Well Done, LLC | 2.33% | Reduce -1.0% | 53,304 | $13.7M |
| Summit Wealth Group, LLC | 3.30% | Reduce -6.0% | 53,222 | $13.6M |
| Icon Wealth Advisors, LLC | 0.86% | Add +0.0% | 49,726 | $12.8M |
| D'Orazio & Associates, Inc. | 1.65% | Add +315.8% | 48,620 | $12.5M |
| Scarborough Advisors, LLC | 2.19% | Add +0.0% | 48,504 | $12.4M |
| SteelPeak Wealth, LLC | 0.41% | Add +19.2% | 47,340 | $12.1M |
| Trilogy Capital Inc. | 0.56% | Reduce -6.5% | 47,004 | $12.1M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +147.3% | 44,307 | $11.4M |
| Harbour Investments, Inc. | 0.26% | Add +13.7% | 44,225 | $11.3M |
| Opes Wealth Management LLC | 1.98% | Reduce -0.6% | 43,804 | $11.2M |
| Global Wealth Strategies & Associates | 2.87% | Reduce -2.2% | 43,550 | $11.2M |
| Creative Planning | 0.01% | Add +0.2% | 42,810 | $11.0M |
| Garrett Wealth Advisory Group, LLC | 2.09% | Reduce -1.2% | 41,812 | $10.7M |
| Franklin Resources Inc. | 0.00% | Add +202.3% | 41,565 | $10.7M |
| Chicago Partners Investment Group LLC | 0.28% | Add +2.1% | 41,168 | $10.6M |
| Jane Street Group, LLC | 0.01% | New | 40,465 | $10.4M |
| Sharkey, Howes & Javer | 1.29% | Add +1.9% | 39,125 | $10.0M |
| Aptus Capital Advisors, LLC | 0.09% | Add +1.0% | 38,877 | $10.0M |
| Stone House Investment Management, LLC | 1.67% | Add +3.2% | 38,591 | $9.9M |
| &partners | 0.06% | Add +16.4% | 38,342 | $9.9M |
| Forefront Wealth Partners, LLC | 2.44% | Add +3156.6% | 37,777 | $9.7M |
| Centaurus Financial, Inc. | 0.45% | Reduce -1.8% | 37,570 | $9.6M |
| Forefront Analytics, LLC | 9.26% | Reduce -8.2% | 37,494 | $9.6M |
| Audent Global Asset Management, LLC | 6.98% | Add +34.4% | 37,454 | $9.6M |
| Jmac Enterprises LLC | 1.88% | Add +1.1% | 37,005 | $9.5M |
| Anderson Hoagland & Co. | 0.84% | Add +0.8% | 36,625 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -15.3% | 36,502 | $9.4M |
| Claris Financial LLC | 5.26% | Add +22.2% | 36,103 | $9.3M |
| NorthRock Partners, LLC | 0.17% | Add +1310.6% | 36,040 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -23.3% | 35,570 | $9.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -76.7% | 35,114 | $9.0M |
| Shepherd Financial Partners LLC | 0.85% | Add +0.4% | 34,732 | $8.9M |
| Brookstone Capital Management | 0.10% | Add +1.9% | 33,705 | $8.6M |
| Capital Planning LLC | 2.52% | Reduce -0.1% | 33,675 | $8.6M |
| Stokes Family Office, LLC | 0.80% | Reduce -5.0% | 32,979 | $8.5M |
| Tacita Capital Inc | 5.10% | Reduce -2.8% | 32,928 | $8.4M |
| Equitable Holdings, Inc. | 0.06% | Reduce -15.0% | 32,690 | $8.4M |
| Pettinga Financial Advisors LLC | 1.63% | Add +2.2% | 32,656 | $8.4M |
| Financial Architects, LLC | 4.66% | Reduce -5.0% | 31,970 | $8.2M |
| Mgo One Seven LLC | 0.19% | Add +351.7% | 31,966 | $8.2M |
| Brickley Wealth Management | 1.41% | No change | 31,458 | $8.1M |
| Choreo, LLC | 0.10% | Reduce -5.8% | 31,250 | $8.0M |
| Royal Fund Management, LLC | 0.96% | Reduce -25.9% | 31,095 | $8.0M |
| High Falls Advisors, Inc | 1.63% | Reduce -0.7% | 30,795 | $7.9M |
| Liberty Wealth Management LLC | 1.09% | Add +4.4% | 30,276 | $7.8M |
| Strategic Blueprint, LLC | 0.34% | Add +18.9% | 30,074 | $7.7M |
| Tactive Advisors, LLC | 2.17% | Add +23.7% | 29,910 | $7.7M |
| Strategic Investment Advisors / MI | 0.68% | Add +274.0% | 140,862 | $7.6M |
| Alexis Investment Partners, LLC | 0.65% | Reduce -18.7% | 29,669 | $7.6M |
| Lineweaver Wealth Advisors, LLC | 1.09% | Reduce -1.7% | 28,916 | $7.4M |
| Csenge Advisory Group | 0.35% | Reduce -1.6% | 28,501 | $7.3M |
| Trek Financial, LLC | 0.43% | Add +10.8% | 27,989 | $7.2M |
| Members Advisory Group LLC | 2.52% | Add +270.8% | 27,796 | $7.1M |
| Mascoma Wealth Management LLC | 1.56% | Add +7.3% | 27,685 | $7.1M |
| Vident Advisory, LLC | 0.07% | Add +26.6% | 27,647 | $7.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +6.0% | 27,371 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +19.4% | 27,133 | $7.0M |
| Keystone Financial Group | 0.53% | Add +8.2% | 27,067 | $6.9M |
| Perennial Investment Advisors, LLC | 0.57% | Add +6.5% | 26,714 | $6.9M |
| Keystone Financial Services | 2.09% | Add +2.2% | 26,260 | $6.7M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -4.9% | 26,146 | $6.7M |
| D.A. Davidson & Co. | 0.04% | Add +1.0% | 25,863 | $6.6M |
| Atom Investors LP | 0.50% | New | 25,821 | $6.6M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -0.2% | 26,012 | $6.6M |
| Haverford Trust Co | 0.06% | Add +0.8% | 25,563 | $6.6M |
| Kelly Financial Services LLC | 1.68% | Reduce -6.5% | 25,282 | $6.5M |
| Avant Capital LLC | 4.54% | Add +0.5% | 25,186 | $6.5M |
| RHS Financial, LLC | 3.33% | Add +17.0% | 25,025 | $6.4M |
| 360 Financial, Inc. | 2.03% | Reduce -0.8% | 24,585 | $6.3M |
| IFG Advisory, LLC | 0.28% | Reduce -3.1% | 24,432 | $6.3M |
| PAX Financial Group, LLC | 1.12% | Add +8.6% | 24,288 | $6.2M |
| Cozad Asset Management Inc. | 0.49% | Add +1.4% | 24,068 | $6.2M |
| Shufro Rose & Co. LLC | 0.51% | Reduce -1.2% | 30,531 | $6.2M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -1.7% | 23,859 | $6.1M |
| Unison Advisors LLC | 0.56% | Reduce -5.4% | 23,737 | $6.1M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.7% | 23,558 | $6.0M |
| Tradition Wealth Management, LLC | 0.44% | Add +1496.2% | 23,369 | $6.0M |
| Apollon Wealth Management, LLC | 0.10% | Add +5.9% | 22,729 | $5.8M |
| Tradewinds, LLC. | 1.42% | New | 22,685 | $5.8M |
| Professional Financial Advisors, LLC | 1.22% | Add +4.5% | 22,677 | $5.8M |
| Shepherd Kaplan Krochuk, LLC | 4.74% | Add +21.8% | 22,537 | $5.8M |
| Midwest Capital Advisors, LLC | 2.78% | Add +4.8% | 22,450 | $5.8M |
| Beacon Financial Group | 0.56% | Add +11.0% | 22,212 | $5.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +17.4% | 22,191 | $5.7M |
| Uniting Wealth Partners, LLC | 1.30% | New | 21,402 | $5.5M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -4.7% | 21,210 | $5.4M |
| Fairvoy Private Wealth, LLC | 1.23% | Add +19.5% | 21,016 | $5.4M |
| Regal Investment Advisors LLC | 0.35% | Add +27.6% | 20,854 | $5.3M |
| Wealth Alliance, LLC | 0.55% | Add +12.6% | 20,809 | $5.3M |
| Vise Technologies, Inc. | 0.20% | Reduce -6.0% | 20,681 | $5.3M |
| ONE Advisory Partners, LLC | 1.62% | Add +2.9% | 20,708 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +383.8% | 20,353 | $5.2M |
| First Business Financial Services, Inc. | 0.48% | No change | 20,335 | $5.2M |
| Legacy Financial Group LLC | 0.67% | Add +3.5% | 20,034 | $5.1M |
| VestGen Advisors, LLC | 0.17% | Add +1.7% | 19,993 | $5.1M |
| Swmg, LLC | 1.54% | Add +12.2% | 20,128 | $5.1M |
| Allworth Financial LP | 0.02% | Add +5.6% | 19,649 | $5.0M |
| Tsfg, LLC | 0.80% | Add +11.2% | 19,586 | $5.0M |
| AQR Capital Management | 0.00% | Add +51.1% | 19,552 | $5.0M |
| Kilter Group LLC | 2.37% | Add +3.5% | 19,513 | $5.0M |
| Kingswood Wealth Advisors, LLC | 0.30% | Add +2.0% | 19,427 | $5.0M |
| IFP Advisors, Inc | 0.13% | Reduce -6.4% | 19,426 | $5.0M |
| Plotkin Financial Advisors, LLC | 2.44% | Reduce -0.5% | 19,269 | $4.9M |
| Scotia Capital Inc. | 0.02% | Reduce -0.3% | 19,210 | $4.9M |
| Guerra Pan Advisors, LLC | 2.98% | Reduce -0.1% | 19,187 | $4.9M |
| Clarus Wealth Advisors | 2.17% | Add +2.6% | 19,274 | $4.9M |
| Bellwether Advisors, LLC | 0.78% | Reduce -0.0% | 18,445 | $4.7M |
| Rik Saylor Financial, Inc. | 3.45% | Reduce -1.3% | 18,398 | $4.7M |
| Principal Securities, Inc. | 0.08% | Reduce -76.1% | 18,251 | $4.7M |
| Quantinno Capital Management LP | 0.01% | Add +133.0% | 18,169 | $4.7M |
| Ameritas Advisory Services, LLC | 0.30% | Reduce -86.5% | 17,942 | $4.6M |
| Archvest Wealth Advisors, Inc. | 4.08% | Add +4.6% | 17,824 | $4.6M |
| BCGM Wealth Management, LLC | 1.18% | Add +2.6% | 17,703 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +1.2% | 17,661 | $4.5M |
| Comerica Bank | 0.02% | Reduce -3.6% | 17,605 | $4.5M |
| Peddock Capital Advisors, LLC | 0.96% | Add +4.0% | 17,383 | $4.5M |
| Snowden Capital Advisors LLC | 0.12% | Add +6.7% | 17,234 | $4.4M |
| Rothschild Wealth LLC | 0.96% | Add +4.1% | 17,195 | $4.4M |
| Tower Research Capital LLC (TRC) | 0.12% | Reduce -76.5% | 17,010 | $4.4M |
| Sigma Planning Corp | 0.12% | Add +2.4% | 16,908 | $4.3M |
| WealthShield Partners, LLC | 0.49% | Add +1.4% | 16,804 | $4.3M |
| Sovran Advisors, LLC | 0.38% | Add +25.3% | 16,855 | $4.3M |
| CVA Family Office, LLC | 0.55% | Reduce -1.1% | 16,542 | $4.2M |
| Advantage Trust Co | 1.87% | No change | 16,161 | $4.1M |
| Southland Equity Partners LLC | 0.84% | Reduce -8.9% | 16,112 | $4.1M |
| Money Concepts Capital Corp. | 0.25% | Add +925.5% | 16,018 | $4.1M |
| Simplicity Wealth,LLC | 0.24% | Reduce -33.6% | 15,974 | $4.1M |
| Arrow Investment Advisors, LLC | 4.51% | Reduce -5.7% | 15,934 | $4.1M |
| Columbia Advisory Partners LLC | 2.82% | Add +0.3% | 15,927 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +2.6% | 15,582 | $4.0M |
| Bay Harbor Wealth Management, LLC | 1.08% | Add +0.2% | 15,563 | $4.0M |
| Gilbert Capital Group, Inc. | 3.05% | Reduce -1.4% | 15,390 | $3.9M |
| Fortis Group Advisors, LLC | 0.68% | Reduce -47.4% | 15,480 | $3.9M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -17.4% | 15,123 | $3.9M |
| Independent Financial Group, LLC | 0.09% | Add +22.9% | 15,094 | $3.9M |
| WCG Wealth Advisors LLC | 0.24% | Add +5.9% | 15,066 | $3.9M |
| RoundAngle Advisors LLC | 2.95% | Add +1.5% | 14,871 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -33.9% | 14,846 | $3.8M |
| Elm3 Financial Group, LLC | 3.08% | Reduce -18.3% | 14,657 | $3.8M |
| Cibc World Market Inc. | 0.01% | Reduce -74.6% | 14,481 | $3.7M |
| Hilltop Holdings Inc. | 0.19% | Add +30.0% | 14,278 | $3.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.21% | Add +23.5% | 14,200 | $3.6M |
| Whipplewood Advisors, LLC | 2.36% | Reduce -4.7% | 13,965 | $3.6M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Reduce -54.6% | 13,830 | $3.5M |
| Arq Wealth Advisors, LLC | 1.04% | Reduce -14.4% | 13,699 | $3.5M |
| 5T Wealth, LLC | 1.53% | Add +6.0% | 13,689 | $3.5M |
| Claro Advisors Inc. | 0.51% | Add +30.4% | 13,626 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.2% | 13,498 | $3.5M |
| Wolverine Trading, LLC | 0.07% | Add +630.2% | 13,362 | $3.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.25% | Reduce -4.2% | 13,294 | $3.4M |
| ShoreHaven Wealth Partners, LLC | 1.26% | Add +3.4% | 13,263 | $3.4M |
| Capital Analysts, LLC | 0.10% | Add +8.1% | 13,076 | $3.4M |
| Caprock Group, LLC | 0.08% | — | 13,470 | $3.3M |
| Biondo Investment Advisors, LLC | 0.41% | Add +2.6% | 12,689 | $3.3M |
| Beacon Bridge Wealth Partners, LLC | 1.16% | Add +3.1% | 12,685 | $3.3M |
| Bright Financial Advisors, Inc. | 1.57% | Reduce -1.7% | 12,501 | $3.2M |
| MorganRosel Wealth Management, LLC | 0.82% | Add +7.0% | 12,405 | $3.2M |
| Western Wealth Management, LLC | 0.17% | Add +5.1% | 12,345 | $3.2M |
| First Heartland Consultants, Inc. | 0.25% | Add +10.6% | 12,314 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -1.1% | 12,221 | $3.1M |
| WBH Advisory Inc. | 0.24% | Add +687.4% | 12,079 | $3.1M |
| Berkshire Money Management, Inc. | 0.32% | Add +48.0% | 11,947 | $3.1M |
| SageView Advisory Group, LLC | 0.11% | Reduce -0.9% | 11,939 | $3.1M |
| Forthright Family Wealth Advisory LLC | 1.87% | Add +5.5% | 11,856 | $3.0M |
| Sig Brokerage, LP | 0.76% | Add +5.3% | 11,813 | $3.0M |
| Sowell Financial Services LLC | 0.12% | Add +23.7% | 11,791 | $3.0M |
| One Capital Management, LLC | 0.10% | Add +14.8% | 11,783 | $3.0M |
| Trust Co | 0.31% | Add +2.5% | 11,767 | $3.0M |
| Detalus Advisors, LLC | 0.78% | Reduce -0.2% | 11,705 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +5.0% | 11,646 | $3.0M |
| Dorsey Wright & Associates | 0.67% | Reduce -1.1% | 11,620 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +1113.0% | 11,596 | $3.0M |
| Tudor Investment Corporation | 0.02% | Reduce -82.9% | 11,548 | $3.0M |
| Keystone Global Partners, LLC | 1.51% | New | 11,526 | $3.0M |
| World Investment Advisors | 0.06% | Reduce -2.9% | 11,444 | $2.9M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -1.1% | 11,391 | $2.9M |
| Elevation Point Wealth Partners, LLC | 0.20% | Add +106.6% | 11,307 | $2.9M |
| Deltec Asset Management LLC | 0.48% | No change | 11,300 | $2.9M |
| SigFig Wealth Management, LLC | 0.09% | Reduce -58.5% | 10,960 | $2.8M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -0.6% | 10,882 | $2.8M |
| Weaver Consulting Group | 0.71% | Reduce -0.3% | 10,868 | $2.8M |
| Van Hulzen Asset Management, LLC | 0.21% | Reduce -3.4% | 10,828 | $2.8M |
| Life Line Wealth Management LLC | 0.84% | Add +0.6% | 10,775 | $2.8M |
| Horst & Graben Wealth Management LLC | 0.42% | Reduce -1.6% | 10,713 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +11.6% | 10,674 | $2.7M |
| Sound Financial Strategies Group, LLC | 1.99% | Add +148.8% | 10,629 | $2.7M |
| MAI Capital Management | 0.02% | Add +1.5% | 10,612 | $2.7M |
| Parallel Advisors, LLC | 0.05% | Reduce -0.2% | 10,514 | $2.7M |
| Genesee Capital Advisors, LLC | 1.16% | Reduce -30.6% | 10,433 | $2.7M |
| Legacy Private Trust Co. | 0.16% | Reduce -1.3% | 10,415 | $2.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -5.3% | 10,286 | $2.6M |
| New England Private Wealth Advisors LLC | 0.35% | Add +0.2% | 10,247 | $2.6M |
| Sweeney & Michel, LLC | 0.88% | Add +5.7% | 10,435 | $2.6M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Add +10.9% | 10,060 | $2.6M |
| 10Elms LLP | 2.67% | Reduce -0.5% | 10,057 | $2.6M |
| Keebeck Wealth Management | 0.30% | Reduce -14.8% | 9,954 | $2.6M |
| Financial Enhancement Group LLC | 0.34% | Add +104.2% | 9,889 | $2.5M |
| ORG Partners LLC | 0.47% | Add +5.3% | 9,765 | $2.5M |
| Magnus Financial Group LLC | 0.20% | Add +71.1% | 9,816 | $2.5M |
| Smartleaf Asset Management LLC | 0.15% | Add +15.8% | 9,770 | $2.5M |
| Barnes Wealth Management Group, Inc | 1.37% | Reduce -2.3% | 9,718 | $2.5M |
| Marshall Financial Group Inc. | 0.68% | Reduce -5.2% | 9,685 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 9,680 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.28% | Reduce -8.2% | 9,641 | $2.5M |
| Quadrant Private Wealth Management, LLC | 0.45% | Add +11.8% | 9,603 | $2.5M |
| Cassia Capital Partners, LLC | 1.34% | Reduce -0.2% | 9,576 | $2.5M |
| Washburn Capital Management, Inc. | 1.37% | Add +70.1% | 9,575 | $2.5M |
| SWP Financial LLC | 1.21% | Add +1.3% | 9,290 | $2.4M |
| True Vision MN LLC | 1.24% | Reduce -1.4% | 9,262 | $2.4M |
| Endeavor Private Wealth, Inc. | 0.73% | Add +2.4% | 9,208 | $2.4M |
| Nilsine Partners, LLC | 0.21% | Reduce -1.4% | 9,144 | $2.3M |
| Sound Income Strategies, LLC | 0.13% | Add +2.1% | 9,157 | $2.3M |
| Westwind Capital | 0.49% | Add +246.5% | 9,058 | $2.3M |
| Brown Advisory Inc. | 0.00% | No change | 9,035 | $2.3M |
| Cypress Wealth Services, LLC | 0.38% | Reduce -0.5% | 9,032 | $2.3M |
| Anderson Financial Strategies, LLC | 1.35% | Add +5.1% | 8,894 | $2.3M |
| Twin Peaks Wealth Advisors, LLC | 0.78% | Add +6.8% | 8,855 | $2.3M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -0.1% | 8,837 | $2.3M |
| Quartz Partners, LLC | 0.81% | Add +470.4% | 8,773 | $2.2M |
| Ehrlich Financial Group | 1.31% | Add +6.0% | 8,634 | $2.2M |
| Aspire Capital Advisors LLC | 0.54% | Add +9.2% | 8,561 | $2.2M |
| Sollinda Capital Management LLC | 0.59% | Add +79.1% | 8,404 | $2.2M |
| Modern Wealth Management, LLC | 0.04% | Add +8.8% | 8,375 | $2.1M |
| NWF Advisory Services Inc. | 0.23% | Add +848.5% | 8,328 | $2.1M |
| GeoWealth Management, LLC | 0.08% | Add +659.8% | 8,229 | $2.1M |
| Private Advisory Group LLC | 0.18% | Add +31.4% | 8,136 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +4.5% | 8,119 | $2.1M |
| Belpointe Asset Management LLC | 0.08% | Add +88.9% | 8,050 | $2.1M |
| Goldstein Advisors, LLC | 0.25% | Reduce -13.3% | 8,034 | $2.1M |
| Scissortail Wealth Management, LLC | 0.45% | Reduce -2.3% | 7,996 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -47.6% | 7,963 | $2.0M |
| CCG Wealth Management, LLC | 0.96% | No change | 7,962 | $2.0M |
| Independent Solutions Wealth Management, LLC | 0.36% | Add +15.7% | 7,954 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -2.5% | 7,980 | $2.0M |
| Gateway Wealth Partners, LLC | 0.28% | Add +6.6% | 7,950 | $2.0M |
| Moulton Wealth Management, Inc. | 1.46% | Add +7.3% | 7,840 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.29% | Add +0.1% | 7,828 | $2.0M |
| Blair William & Co. | 0.01% | Add +4.0% | 7,793 | $2.0M |
| Ashton Thomas Securities, LLC | 0.28% | New | 7,703 | $2.0M |
| Del-Sette Capital Management, LLC | 1.22% | Reduce -0.1% | 7,663 | $2.0M |
| NTV Asset Management LLC | 0.21% | Reduce -1.9% | 7,655 | $2.0M |
| Arkadios Wealth Advisors | 0.05% | Add +20.5% | 7,645 | $2.0M |
| Fermata Advisors, LLC | 0.50% | Add +5.9% | 7,632 | $2.0M |
| Beacon Financial Planning, Inc. | 0.99% | Add +5.4% | 7,468 | $1.9M |
| Milestone Asset Management, LLC | 0.36% | Add +105.4% | 7,440 | $1.9M |
| Maridea Wealth Management LLC | 0.29% | Add +1.7% | 7,412 | $1.9M |
| Bryant Woods Investment Advisors, LLC | 0.74% | Reduce -0.2% | 7,340 | $1.9M |
| One Wealth Capital Management, LLC | 0.84% | Reduce -0.1% | 7,331 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Add +0.3% | 7,320 | $1.9M |
| Pinnacle Associates Ltd. | 0.02% | Add +126.7% | 7,298 | $1.9M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.85% | Reduce -2.5% | 7,293 | $1.9M |
| Spire Wealth Management | 0.06% | Reduce -3.2% | 7,281 | $1.9M |
| Capital Investment Advisors, LLC | 0.03% | Add +58.5% | 7,278 | $1.9M |
| Barclays PLC | 0.00% | Add +910.9% | 7,248 | $1.9M |
| Baker Boyer National Bank | 0.62% | Reduce -1.1% | 7,225 | $1.9M |
| MA Private Wealth | 0.31% | Reduce -30.8% | 7,189 | $1.8M |
| Great Oak Capital Partners, LLC | 0.48% | Add +0.1% | 7,136 | $1.8M |
| Runnymede Capital Advisors, Inc. | 1.49% | Reduce -8.9% | 7,075 | $1.8M |
| Apeiron RIA LLC | 0.41% | Reduce -16.9% | 7,090 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.14% | Add +7.4% | 7,034 | $1.8M |
| Wealth Quarterback LLC | 0.70% | Add +4.4% | 7,018 | $1.8M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -1.1% | 7,005 | $1.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.80% | New | 6,947 | $1.8M |
| Avior Wealth Management, LLC | 0.06% | Reduce -4.1% | 6,860 | $1.8M |
| Gallacher Capital Management LLC | 0.69% | Reduce -58.1% | 6,838 | $1.8M |
| Summit Financial, LLC | 0.03% | Add +122.7% | 6,743 | $1.7M |
| Lodestone Wealth Management LLC | 0.77% | Add +1.7% | 6,704 | $1.7M |
| Lantz Financial LLC | 0.38% | Add +10.2% | 6,694 | $1.7M |
| Marino, Stram & Associates LLC | 0.31% | Add +0.1% | 6,692 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.2% | 6,684 | $1.7M |
| Hansen & Associates Financial Group, Inc. | 0.72% | New | 6,807 | $1.7M |
| Berbice Capital Management LLC | 1.04% | Reduce -13.1% | 6,609 | $1.7M |
| Diversify Advisory Services, LLC | 0.06% | Add +85.7% | 6,620 | $1.7M |
| Advus Financial Partners, LLC | 0.40% | Add +17.0% | 6,523 | $1.7M |
| Betterment LLC | 0.00% | Reduce -9.9% | 6,513 | $1.7M |
| Alterna Wealth Management, Inc. | 1.35% | Reduce -1.3% | 6,416 | $1.6M |
| Shared Vision Wealth Group LLC | 0.69% | Add +4.2% | 6,533 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -0.6% | 6,348 | $1.6M |
| ACT Advisors, LLC. | 0.65% | Reduce -3.7% | 6,268 | $1.6M |
| McNaughton Wealth Management, LLC | 0.67% | Reduce -0.8% | 6,191 | $1.6M |
| RFG Advisory, LLC | 0.03% | Reduce -0.1% | 6,144 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -11.0% | 6,137 | $1.6M |
| Chapin Davis, Inc. | 0.38% | Reduce -1.1% | 6,095 | $1.6M |
| Oakwell Private Wealth Management, LLC | 0.31% | No change | 6,086 | $1.6M |
| Eldridge Investment Advisors, Inc. | 0.35% | Add +0.2% | 6,078 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -3.1% | 6,074 | $1.6M |
| Silverlake Wealth Management LLC | 0.38% | Add +55.0% | 6,072 | $1.6M |
| TFB Advisors LLC | 0.45% | Reduce -37.4% | 6,118 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -4.2% | 5,945 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -18.7% | 5,943 | $1.5M |
| Hancock Whitney Corp. | 0.03% | No change | 5,940 | $1.5M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -11.9% | 5,924 | $1.5M |
| Allstate Corp. | 0.03% | Add +65.6% | 5,858 | $1.5M |
| Centurion Wealth Management LLC | 0.34% | Add +0.7% | 5,764 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +13.9% | 5,748 | $1.5M |
| First National Bank & Trust Co. of Newtown | 0.28% | Add +2.3% | 5,725 | $1.5M |
| Patten & Patten Inc. | 0.09% | New | 5,702 | $1.5M |
| Insight Wealth Strategies, LLC | 0.17% | Reduce -1.7% | 5,689 | $1.5M |
| Hoxton Planning & Management, LLC | 0.46% | Add +9.4% | 5,632 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -4.2% | 5,683 | $1.4M |
| Argent Trust Co | 0.05% | Add +63.3% | 5,602 | $1.4M |
| PFG Advisors | 0.06% | Reduce -4.3% | 5,586 | $1.4M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -3.7% | 5,546 | $1.4M |
| Focused Wealth Management, Inc | 0.15% | Reduce -0.0% | 5,515 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +120.4% | 5,485 | $1.4M |
| Bison Wealth, LLC | 0.13% | Add +16.7% | 5,502 | $1.4M |
| Fortress Wealth Management, Inc. | 0.61% | Reduce -0.3% | 5,369 | $1.4M |
| Parker Investment Management, LLC | 0.19% | Reduce -27.8% | 5,291 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -0.4% | 5,243 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +1.8% | 5,166 | $1.3M |
| Planned Solutions, Inc. | 0.45% | Add +0.0% | 5,108 | $1.3M |
| Davis Wealth Advisors, LLC | 1.17% | Add +10.6% | 5,064 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +8.0% | 5,056 | $1.3M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -13.0% | 5,055 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Add +0.8% | 4,985 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +225.0% | 4,920 | $1.3M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -0.9% | 4,897 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +12.6% | 4,837 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | New | 4,797 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +237.4% | 4,768 | $1.2M |
| Activest Wealth Management | 0.25% | Add +0.0% | 4,750 | $1.2M |
| Nova R Wealth, Inc. | 0.51% | Reduce -3.3% | 4,731 | $1.2M |
| WPG Advisers, LLC | 0.93% | Reduce -1.6% | 4,689 | $1.2M |
| ERn Financial, LLC | 0.23% | Reduce -0.9% | 4,618 | $1.2M |
| Magnolia Capital Advisors LLC | 0.31% | Reduce -3.0% | 4,611 | $1.2M |
| Gries Financial LLC | 0.19% | Add +50.4% | 4,578 | $1.2M |
| Yukon Wealth Management, Inc. | 0.38% | Reduce -0.9% | 4,573 | $1.2M |
| Moneco Advisors, LLC | 0.10% | Reduce -4.4% | 4,521 | $1.2M |
| Three Magnolias Financial Advisors, LLC | 0.72% | No change | 4,518 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.48% | Add +10.5% | 4,490 | $1.2M |
| Copperleaf Capital, LLC | 0.55% | Reduce -19.6% | 4,451 | $1.1M |
| Aspect Partners, LLC | 0.52% | Add +0.1% | 4,430 | $1.1M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -7.3% | 4,462 | $1.1M |
| G&S Capital LLC | 0.42% | New | 4,395 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Add +55.8% | 4,374 | $1.1M |
| Talisman Wealth Advisors LLC | 0.93% | Add +4.0% | 4,366 | $1.1M |
| Cornerstone Planning Group LLC | 0.17% | Add +6783.9% | 4,268 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.26% | Add +9.1% | 4,204 | $1.1M |
| Security Financial Services, INC. | 0.17% | Reduce -10.9% | 4,184 | $1.1M |
| RCS Financial Planning, LLC | 0.47% | Add +9.3% | 4,181 | $1.1M |
| Advyzon Investment Management, LLC | 0.18% | Reduce -12.2% | 4,092 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,074 | $1.0M |
| Institute for Wealth Management, LLC. | 0.11% | Add +1.4% | 4,068 | $1.0M |
| Private Trust Co. NA | 0.09% | Add +0.9% | 4,036 | $1.0M |
| Lansing Street Advisors | 0.27% | Add +0.3% | 4,026 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.07% | Add +1.1% | 3,961 | $1.0M |
| BridgePort Financial Solutions, LLC | 0.27% | Add +3.9% | 3,935 | $1.0M |
| Golden State Wealth Management, LLC | 0.11% | Reduce -5.7% | 3,931 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 3,927 | $1.0M |
| BCU Wealth Advisors, LLC | 0.41% | Add +38.7% | 3,924 | $1.0M |
| Strata Wealth Advisors, LLC | 0.27% | Add +11.8% | 3,922 | $1.0M |
| Venturi Wealth Management, LLC | 0.05% | Add +10.0% | 3,897 | $999K |
| Smart Money Group LLC | 0.30% | New | 3,889 | $997K |
| Retirement Wealth Solutions LLC | 0.65% | Add +17.5% | 3,869 | $992K |
| Center For Asset Management LLC | 0.53% | Reduce -41.8% | 3,851 | $988K |
| FSM Wealth Advisors, LLC | 0.14% | No change | 3,852 | $988K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.2% | 3,846 | $986K |
| Ascentis Independent Advisors | 0.17% | Add +18.6% | 3,820 | $980K |
| First Citizens Financial Corp | 0.48% | Add +4.4% | 3,813 | $978K |
| Adaptive Financial Consulting, LLC | 0.39% | Add +0.1% | 3,770 | $967K |
| Sierra Capital LLC | 0.11% | No change | 3,761 | $965K |
| Kathleen S. Wright Associates Inc. | 0.36% | Reduce -2.7% | 3,758 | $964K |
| Firethorn Wealth Partners, LLC | 0.38% | Add +2.9% | 3,751 | $962K |
| Kingsview Wealth Management, LLC | 0.01% | Add +59.1% | 3,719 | $954K |
| Ascent Group, LLC | 0.03% | Add +23.0% | 3,696 | $948K |
| Citizens National Bank Trust Department | 0.17% | Add +324.2% | 3,686 | $945K |
| GSG Advisors LLC | 0.25% | Add +0.2% | 3,687 | $944K |
| Flagship Private Wealth, LLC | 0.38% | New | 3,670 | $941K |
| Arlington Financial Advisors, LLC | 0.14% | New | 3,648 | $936K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +60.7% | 3,600 | $923K |
| CoreCap Advisors, LLC | 0.03% | Reduce -0.5% | 3,599 | $923K |
| Lee Financial Co | 0.11% | No change | 3,552 | $911K |
| Mather Group, Llc. | 0.01% | Add +6.3% | 3,547 | $910K |
| Creative Financial Designs Inc. | 0.06% | Add +0.7% | 3,537 | $907K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -1.0% | 3,517 | $902K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.2% | 3,512 | $901K |
| Regimen Wealth, LLC | 0.27% | Add +0.5% | 3,511 | $900K |
| Blalock Williams, LLC | 0.78% | Add +8.0% | 3,491 | $895K |
| Fifth Third Bancorp | 0.00% | Reduce -6.1% | 3,456 | $886K |
| Commonwealth Retirement Investments LLC | 0.30% | Add +10.7% | 3,451 | $885K |
| Wellington Shields Capital Management, LLC | 0.13% | Reduce -5.5% | 3,430 | $880K |
| Apexium Financial, LP | 0.04% | New | 3,410 | $874K |
| Prospera Financial Services Inc | 0.01% | Reduce -76.7% | 3,404 | $874K |
| Stage Harbor Financial, LLC | 0.63% | No change | 3,374 | $865K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -0.2% | 3,336 | $860K |
| Eq LLC | 0.29% | Reduce -12.0% | 3,342 | $857K |
| Integrated Advisors Network LLC | 0.04% | Add +18.8% | 3,337 | $856K |
| QRG Capital Management, Inc. | 0.01% | Reduce -15.1% | 3,335 | $855K |
| MBE Wealth Management, LLC | 0.37% | Reduce -1.5% | 3,328 | $853K |
| Aspire Private Capital, LLC | 0.19% | Reduce -3.2% | 3,323 | $852K |
| Verus Capital Partners, LLC | 0.07% | Reduce -4.4% | 3,303 | $847K |
| VestGen Investment Management | 0.51% | Add +3.0% | 3,286 | $843K |
| Transcend Capital Advisors, LLC | 0.06% | Add +16.2% | 3,268 | $838K |
| Glenmede Investment Management, LP | 0.00% | No change | 3,266 | $838K |
| Natixis | 0.00% | Reduce -0.9% | 3,276 | $837K |
| Shore Point Advisors, LLC | 0.37% | Add +1.4% | 3,247 | $833K |
| Trueblood Wealth Management, LLC | 0.32% | Add +0.8% | 3,231 | $829K |
| CRA Financial Services, LLC | 0.11% | Reduce -0.8% | 3,207 | $822K |
| PFG Investments, LLC | 0.04% | New | 3,205 | $822K |
| Burt Wealth Advisors | 0.20% | No change | 3,180 | $816K |
| Bessemer Group Inc. | 0.00% | Add +9.6% | 3,155 | $809K |
| Founders Financial Securities LLC | 0.05% | Reduce -14.7% | 3,147 | $807K |
| MGB Wealth Management, LLC | 0.23% | Add +75.2% | 3,138 | $805K |
| Quent Capital, LLC | 0.07% | Reduce -9.6% | 3,132 | $803K |
| Richmond Investment Services, LLC | 0.15% | Add +14.3% | 3,130 | $803K |
| Full Sail Capital, LLC | 0.04% | Add +153.9% | 3,121 | $800K |
| Interchange Capital Partners, LLC | 0.16% | Reduce -1.1% | 3,111 | $798K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -68.0% | 3,107 | $797K |
| Dakota Wealth Management | 0.02% | No change | 3,054 | $783K |
| World Equity Group, Inc. | 0.18% | Add +5.5% | 3,051 | $782K |
| Waterloo Capital, L.P. | 0.06% | Reduce -1.1% | 3,050 | $782K |
| W Advisors, LLC | 0.41% | Add +0.4% | 3,041 | $780K |
| Dopkins Wealth Management, LLC | 0.33% | Add +2.3% | 3,008 | $771K |
| Eagle Strategies LLC | 0.10% | Reduce -0.4% | 3,002 | $770K |
| Group One Trading LLC | 0.02% | New | 2,979 | $764K |
| Bernardo Wealth Planning LLC | 0.15% | No change | 2,942 | $754K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -28.7% | 2,933 | $752K |
| Breakwater Capital Group | 0.11% | Add +20.7% | 2,926 | $750K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +404.7% | 2,912 | $747K |
| HRT Financial LP | 0.00% | Reduce -70.6% | 2,887 | $740K |
| Fortune Financial Advisors, LLC | 0.55% | Add +41.0% | 2,862 | $734K |
| Flagstar Securities, Inc. | 0.22% | Reduce -13.7% | 2,844 | $729K |
| Joel Adams & Associates, Inc. | 0.59% | Add +2.5% | 2,832 | $726K |
| GWN Securities Inc. | 0.17% | Add +57.9% | 2,772 | $720K |
| RiverTree Advisors, LLC | 0.46% | Reduce -18.6% | 2,793 | $716K |
| Empower Advisory Group, LLC | 0.00% | Add +0.2% | 2,791 | $716K |
| Investment Advisory Group, LLC | 0.19% | No change | 2,788 | $715K |
| OMNI 360 Wealth, Inc. | 0.40% | Reduce -0.5% | 2,788 | $715K |
| GDS Wealth Management | 0.05% | Add +0.7% | 2,785 | $714K |
| V2 Financial group LLC | 0.39% | Reduce -8.5% | 2,759 | $708K |
| Mosaic Family Wealth Partners, LLC | 0.08% | No change | 2,746 | $702K |
| Perissos Private Wealth Management, LLC | 0.51% | Add +0.0% | 2,727 | $699K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -0.9% | 2,701 | $693K |
| LongView Wealth Management | 0.19% | Add +4.3% | 2,664 | $683K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.6% | 2,647 | $679K |
| Calton & Associates, Inc. | 0.10% | Reduce -0.7% | 2,644 | $678K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -5.9% | 2,613 | $670K |
| United Advisor Group, LLC | 0.09% | Add +30.2% | 2,611 | $670K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.6% | 2,608 | $669K |
| Compass Capital Corp. /Ma/ | 0.29% | No change | 2,634 | $659K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.8% | 2,566 | $658K |
| Tiaa Trust, National Association | 0.00% | Add +8.3% | 2,557 | $656K |
| Signal Advisors Wealth, LLC | 0.06% | Add +8.4% | 2,555 | $655K |
| Bowman & Co S.C. | 0.28% | Add +1.3% | 2,544 | $653K |
| LS Investment Advisors, LLC | 0.09% | No change | 2,540 | $651K |
| MTM Investment Management, LLC | 0.21% | No change | 2,522 | $647K |
| Vantage Point Financial LLC | 0.25% | Add +5.9% | 2,507 | $643K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -0.0% | 2,499 | $641K |
| Elevated Capital Advisors, LLC | 0.16% | Add +40.4% | 2,492 | $639K |
| Absolute Capital Management, LLC | 0.27% | Reduce -2.7% | 2,475 | $635K |
| Fullcircle Wealth LLC | 0.22% | Add +29.0% | 2,539 | $633K |
| Keystone Financial Group, Inc. | 0.35% | Add +0.2% | 2,456 | $630K |
| Aspire Growth Partners LLC | 0.46% | Add +0.2% | 2,453 | $629K |
| Ascentis Wealth Management, LLC | 0.15% | Reduce -1.2% | 2,436 | $625K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.3% | 2,420 | $620K |
| Pathstone Holdings, LLC | 0.00% | Add +3.0% | 2,417 | $620K |
| NorthCoast Asset Management LLC | 0.00% | Add +49.2% | 2,416 | $620K |
| Spectrum Wealth Advisory Group, LLC | 0.26% | Add +0.0% | 2,410 | $618K |
| First Foundation Advisors | 0.02% | No change | 2,404 | $617K |
| Estate Counselors, LLC | 0.05% | No change | 2,400 | $615K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -51.2% | 2,392 | $613K |
| Raleigh Capital Management Inc. | 0.23% | Add +3.4% | 2,386 | $612K |
| Empire Life Investments Inc. | 0.03% | Reduce -51.1% | 2,300 | $590K |
| Atlas Brown,Inc. | 0.17% | Add +0.7% | 2,257 | $579K |
| Busey Bank | 0.02% | Reduce -13.8% | 2,224 | $570K |
| Gotham Asset Management | 0.00% | No change | 2,215 | $568K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +59.9% | 2,200 | $564K |
| Stonebrook Private Inc. | 0.12% | Add +105.2% | 2,196 | $563K |
| Oxinas Partners, LLC | 0.30% | Reduce -6.4% | 2,167 | $556K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +106.3% | 2,160 | $554K |
| Jefferies Financial Group Inc. | 0.01% | Add +15.7% | 2,142 | $549K |
| HBW Advisory Services LLC | 0.06% | Reduce -5.0% | 2,132 | $547K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 2,114 | $542K |
| Edgestream Partners, L.P. | 0.02% | Add +123.0% | 2,101 | $539K |
| First Bank & Trust | 0.09% | No change | 2,099 | $538K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.9% | 2,087 | $535K |
| Rinkey Investments | 0.14% | New | 2,067 | $530K |
| Legacy Trust | 0.10% | New | 2,060 | $528K |
| Fingerlakes Wealth Management, Inc. | 0.34% | Reduce -0.6% | 2,055 | $527K |
| Two West Capital Advisors LLC | 0.32% | Add +2.4% | 2,060 | $526K |
| Maia Wealth LLC | 0.09% | Reduce -20.8% | 2,061 | $521K |
| Centric Wealth Management | 0.12% | Add +0.2% | 2,045 | $520K |
| White Lighthouse Investment Management Inc. | 0.08% | No change | 2,023 | $519K |
| Owen LaRue, LLC | 0.20% | Add +2.6% | 2,011 | $516K |
| Lion Street Advisors, LLC | 0.18% | Reduce -24.0% | 2,676 | $510K |
| New Millennium Group LLC | 0.23% | Reduce -8.5% | 1,987 | $510K |
| Cooper Financial Group | 0.06% | Reduce -4.5% | 1,976 | $507K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $506K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +53.3% | 1,950 | $500K |
| Santori & Peters, Inc. | 0.18% | No change | 1,950 | $500K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +14.3% | 1,941 | $498K |
| Allen Capital Group, LLC | 0.05% | No change | 1,938 | $497K |
| Northern Trust Corp. | 0.00% | Add +18.4% | 1,928 | $494K |
| Legacy Solutions, LLC | 0.44% | No change | 1,922 | $493K |
| Kane Investment Management, Inc. | 0.24% | Reduce -4.6% | 1,922 | $493K |
| LifeSteps Financial, Inc. | 0.32% | Add +2.4% | 1,920 | $492K |
| FWG Investments, LLC. | 0.34% | Add +19.8% | 1,913 | $491K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.8% | 1,912 | $489K |
| Cornerstone Financial Group, LLC | 0.38% | Add +0.2% | 1,899 | $487K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -4.3% | 1,901 | $487K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +25.4% | 1,863 | $478K |
| CIBC Private Wealth Group LLC | 0.00% | Add +22.3% | 1,860 | $477K |
| RDA Financial Network | 0.12% | New | 1,860 | $477K |
| Nwam LLC | 0.03% | Add +16.2% | 1,876 | $477K |
| First Merchants Corp. | 0.02% | No change | 1,852 | $475K |
| L. Roy Papp & Associates, LLP | 0.05% | Reduce -0.4% | 1,845 | $473K |
| Jacobi Capital Management LLC | 0.03% | Add +2.8% | 1,842 | $472K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 1,842 | $472K |
| Everpar Advisors LLC | 0.19% | Add +3.7% | 1,830 | $469K |
| PFG Private Wealth Management, LLC | 0.21% | New | 1,823 | $468K |
| Integrity Wealth Solutions LLC | 0.21% | Add +0.1% | 1,823 | $468K |
| Larson Financial Group LLC | 0.02% | Add +13.3% | 1,803 | $462K |
| Diversify Wealth Management, LLC | 0.03% | No change | 1,823 | $462K |
| Alpha Cubed Investments, LLC | 0.02% | Add +0.1% | 1,801 | $462K |
| Arrowroot Family Office, LLC | 0.18% | Add +6.8% | 1,799 | $461K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 1,775 | $455K |
| Sound View Wealth Advisors Group, LLC | 0.03% | New | 1,772 | $454K |
| Empire Financial Management Company, LLC | 0.10% | Reduce -4.1% | 1,763 | $452K |
| CGN Advisors LLC | 0.04% | Reduce -20.4% | 1,761 | $452K |
| Vontobel Holding Ltd. | 0.00% | No change | 1,753 | $450K |
| Integrity Alliance, Llc. | 0.02% | Reduce -8.8% | 1,741 | $447K |
| Consolidated Portfolio Review Corp | 0.06% | Add +71.2% | 1,741 | $447K |
| Accelerate Investment Advisors LLC | 0.30% | Add +1.1% | 1,729 | $443K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -8.5% | 1,718 | $441K |
| Sterling Group Wealth Management, LLC | 0.22% | No change | 1,714 | $440K |
| Avantra Family Wealth, Inc. | 0.33% | New | 1,712 | $439K |
| StoneX Group Inc. | 0.02% | Add +7.4% | 1,708 | $438K |
| Transamerica Financial Advisors, LLC | 0.04% | New | 1,705 | $437K |
| Aviso Financial Inc. | 0.02% | Add +6.5% | 1,692 | $434K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -1.3% | 1,687 | $433K |
| National Bank of Canada | 0.00% | Reduce -22.4% | 1,679 | $431K |
| Opinicus Capital, Inc. | 0.30% | Reduce -2.2% | 1,668 | $428K |
| Brighton Jones LLC | 0.01% | Add +0.7% | 1,664 | $427K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.4% | 1,654 | $424K |
| Financial Life Advisors | 0.14% | Reduce -18.1% | 1,653 | $424K |
| Concorde Asset Management, LLC | 0.18% | — | 1,655 | $423K |
| Accredited Investor Services, LLC | 0.29% | No change | 1,643 | $421K |
| Parsons Capital Management Inc. | 0.02% | Add +3.2% | 1,633 | $419K |
| Glen Eagle Advisors, LLC | 0.06% | Add +130.6% | 1,607 | $412K |
| Trust Co of the South | 0.07% | No change | 1,600 | $410K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $410K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +6.8% | 1,590 | $408K |
| Wealthfront Advisers LLC | 0.00% | Reduce -20.5% | 1,588 | $407K |
| Seros Financial, LLC | 0.25% | New | 1,579 | $405K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -11.7% | 1,579 | $405K |
| Baron Financial Group, LLC | 0.22% | Reduce -6.0% | 1,575 | $404K |
| Lighthouse Financial LLC | 0.26% | New | 1,558 | $400K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -37.7% | 1,553 | $398K |
| Destiny Wealth Partners, LLC | 0.05% | Add +12.4% | 1,545 | $396K |
| IFS Group,LLC | 0.35% | — | 1,547 | $396K |
| TCFG Wealth Management, LLC | 0.15% | No change | 1,533 | $393K |
| KERR FINANCIAL PLANNING Corp | 0.55% | — | 1,597 | $393K |
| Wealthgarden F.S. LLC | 0.28% | New | 1,540 | $391K |
| IHT Wealth Management, LLC | 0.01% | Add +2.3% | 1,523 | $390K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,502 | $385K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.2% | 1,510 | $385K |
| GC Wealth Management RIA, LLC | 0.01% | New | 1,490 | $382K |
| Ewa, LLC | 0.11% | Reduce -3.8% | 1,488 | $382K |
| Bay Rivers Group | 0.16% | Add +1.4% | 1,487 | $381K |
| Virtus Family Office LLC | 0.36% | New | 1,480 | $380K |
| Semus Wealth Partners LLC | 0.21% | Add +12.7% | 1,472 | $377K |
| Continuum Advisory, LLC | 0.04% | Add +22.8% | 1,466 | $376K |
| Smithfield Trust Co | 0.02% | Add +5.0% | 1,459 | $375K |
| Lunt Capital Management, Inc. | 0.14% | No change | 1,457 | $374K |
| Ergawealth Advisors, Inc. | 0.17% | Reduce -66.8% | 1,450 | $372K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -50.1% | 1,444 | $370K |
| Atlatl Advisers LLC | 0.15% | Reduce -1.3% | 1,438 | $369K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,438 | $369K |
| Hemington Wealth Management | 0.05% | Reduce -13.7% | 1,436 | $368K |
| Successful Portfolios LLC | 0.21% | Add +2.9% | 1,412 | $362K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.1% | 1,394 | $357K |
| Advisory Alpha, LLC | 0.01% | Add +8.9% | 1,386 | $355K |
| JBR Co Financial Management Inc | 0.15% | No change | 1,375 | $353K |
| JT Stratford LLC | 0.05% | Reduce -0.9% | 1,375 | $353K |
| James J. Burns & Company, LLC | 0.05% | Reduce -4.3% | 1,370 | $351K |
| Mach-1 Financial Group, LLC | 0.06% | New | 1,366 | $350K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 1,366 | $350K |
| Midwest Trust Co | 0.00% | Add +22.9% | 1,346 | $345K |
| First Trust Advisors LP | 0.00% | Reduce -7.6% | 1,345 | $345K |
| Russell Investments Group, Ltd. | 0.00% | Add +37.0% | 1,333 | $342K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -34.5% | 1,322 | $339K |
| USAdvisors Wealth Management, LLC | 0.12% | Reduce -3.8% | 1,320 | $338K |
| SYM FINANCIAL Corp | 0.04% | No change | 1,316 | $337K |
| Vista Investment Management | 0.12% | No change | 1,314 | $337K |
| CogentBlue Wealth Advisors, LLC | 0.23% | No change | 1,302 | $334K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 1,302 | $334K |
| Arcadia Wealth Management, LLC | 0.13% | Add +14.2% | 1,293 | $332K |
| Lincoln Capital Corp. | 0.12% | Reduce -0.5% | 1,290 | $331K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -1.0% | 1,272 | $326K |
| Composition Wealth, LLC | 0.00% | Reduce -12.9% | 1,268 | $325K |
| HMV Wealth Advisors, LLC | 0.18% | No change | 1,268 | $325K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +10.6% | 1,260 | $323K |
| Reyes Financial Architecture, Inc. | 0.22% | No change | 1,255 | $322K |
| Lloyd Advisory Services, LLC. | 0.15% | Reduce -84.2% | 1,251 | $320K |
| Legacy Capital Group California, Inc. | 0.08% | Add +26.0% | 1,222 | $313K |
| Orion Capital Management LLC | 0.11% | Reduce -4.7% | 1,213 | $311K |
| Silver Grove Financial Group, Inc. | 0.29% | — | 1,209 | $310K |
| Meeder Advisory Services, Inc. | 0.01% | New | 1,208 | $310K |
| Capital Squared Financial LLC | 0.27% | New | 1,204 | $309K |
| Glassman Wealth Services | 0.04% | Add +2.8% | 1,202 | $308K |
| Opulen Financial Group LLC | 0.23% | Add +0.3% | 1,199 | $308K |
| ProVise Management Group, LLC | 0.02% | Reduce -7.8% | 1,189 | $305K |
| TCTC Holdings, LLC | 0.01% | New | 1,188 | $305K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.2% | 1,186 | $304K |
| Triad Wealth Partners, LLC | 0.04% | New | 1,182 | $303K |
| Financial Futures Ltd Liability Co. | 0.15% | New | 1,177 | $302K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -15.0% | 1,175 | $301K |
| Traction Financial Partners, LLC | 0.18% | No change | 1,166 | $299K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -2.4% | 1,160 | $298K |
| Allegheny Financial Group | 0.06% | No change | 1,153 | $296K |
| WMG Financial Advisors, LLC | 0.10% | New | 1,150 | $295K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -1.3% | 1,147 | $294K |
| Royal Harbor Partners, LLC | 0.10% | No change | 1,146 | $294K |
| Sierra Ocean, LLC | 0.25% | No change | 1,144 | $293K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -3.0% | 1,132 | $290K |
| Maripau Wealth Management LLC | 0.14% | Reduce -23.1% | 1,120 | $287K |
| Strid Group, LLC | 0.04% | No change | 1,119 | $287K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | Reduce -12.9% | 1,116 | $286K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,112 | $285K |
| New Hampshire Trust | 0.05% | Add +1.3% | 1,109 | $284K |
| Lifeworks Advisors, LLC | 0.04% | Add +5.6% | 1,099 | $282K |
| Client 1ST Advisory Group, LLC | 0.09% | Reduce -38.9% | 1,098 | $282K |
| Veracity Capital LLC | 0.09% | Add +0.1% | 1,097 | $281K |
| Blackston Financial Advisory Group, LLC | 0.17% | No change | 1,096 | $281K |
| Collaborative Wealth Managment Inc. | 0.11% | No change | 1,095 | $281K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -1.0% | 1,090 | $280K |
| 4J Wealth Management LLC | 0.16% | Reduce -1.1% | 1,077 | $276K |
| Chancellor Financial Group WB LP | 0.19% | No change | 1,068 | $274K |
| Root Financial Partners, LLC | 0.02% | New | 1,060 | $272K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -2.2% | 1,056 | $271K |
| Accredited Investors Inc. | 0.02% | Add +6.7% | 1,053 | $270K |
| BBR Partners, LLC | 0.02% | No change | 1,045 | $268K |
| NCM Capital Management, LLC | 0.10% | No change | 1,044 | $268K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 1,041 | $267K |
| Cadence Bank | 0.02% | Reduce -0.2% | 1,039 | $266K |
| Portside Wealth Group, LLC | 0.04% | Reduce -4.3% | 1,037 | $266K |
| Burke & Herbert Bank & Trust Co. | 0.06% | No change | 1,037 | $266K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.2% | 1,036 | $266K |
| Saxony Capital Management, LLC | 0.17% | New | 1,033 | $265K |
| Evergreen Capital Management LLC | 0.01% | New | 1,032 | $265K |
| Gentry Private Wealth, LLC | 0.18% | No change | 1,031 | $264K |
| Balefire, LLC | 0.05% | New | 1,030 | $264K |
| Intellus Advisors LLC | 0.04% | No change | 1,030 | $264K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | New | 1,029 | $264K |
| Stonebridge Wealth Management, LLC | 0.24% | Reduce -1.0% | 1,029 | $264K |
| Darwin Wealth Management, LLC | 0.08% | Add +1.8% | 1,022 | $262K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -8.9% | 1,018 | $261K |
| TKG Advisors, LLC | 0.11% | New | 1,015 | $260K |
| TRUE Private Wealth Advisors | 0.03% | Add +0.1% | 1,012 | $260K |
| Resurgent Financial Advisors LLC | 0.13% | New | 1,011 | $259K |
| Townsquare Capital LLC | 0.04% | Reduce -31.2% | 1,006 | $258K |
| Zhang Financial LLC | 0.01% | New | 1,000 | $256K |
| Strategy Asset Managers LLC | 0.05% | Reduce -3.7% | 995 | $255K |
| Gibbs Wealth Management | 0.06% | Reduce -8.0% | 983 | $252K |
| Poehling Capital Management, INC. | 0.05% | No change | 979 | $251K |
| Capital Advisory Group Advisory Services, LLC | 0.08% | New | 978 | $251K |
| Fisher Asset Management | 0.00% | Add +6.2% | 967 | $248K |
| Fortis Capital Advisors, LLC | 0.04% | New | 963 | $247K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 960 | $246K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -99.7% | 953 | $244K |
| Brookwood Investment Group LLC | 0.03% | New | 952 | $244K |
| Curi Capital, LLC | 0.00% | Add +5.6% | 947 | $243K |
| Axis Wealth Partners, LLC | 0.14% | Reduce -4.8% | 940 | $241K |
| Whalen Wealth Management Inc. | 0.14% | Reduce -86.2% | 937 | $240K |
| Intelligence Driven Advisers, LLC | 0.03% | No change | 927 | $238K |
| GPS Wealth Strategies Group, LLC | 0.03% | Add +1.6% | 926 | $237K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -46.2% | 923 | $237K |
| Vanguard Group Inc. | 0.00% | Add +5.8% | 917 | $235K |
| Legacy Edge Advisors, LLC | 0.03% | New | 913 | $234K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -11.6% | 913 | $234K |
| WNY Asset Management, LLC | 0.02% | No change | 912 | $234K |
| American Capital Advisory, LLC | 0.11% | Add +85.2% | 911 | $234K |
| 1ST Source Bank | 0.01% | Reduce -2.8% | 909 | $233K |
| Valued Retirements, Inc. | 0.26% | No change | 964 | $232K |
| Key Financial Inc | 0.04% | Reduce -5.0% | 902 | $231K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Add +4.2% | 889 | $228K |
| Quadrant Capital Group LLC | 0.01% | No change | 883 | $226K |
| Lakeridge Wealth Management LLC | 0.10% | Reduce -20.8% | 880 | $226K |
| Insight Advisors, LLC/ PA | 0.03% | Reduce -0.2% | 878 | $226K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 880 | $226K |
| Prosperity Wealth Management, Inc. | 0.08% | Reduce -0.6% | 876 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -17.3% | 870 | $223K |
| LGT Financial Advisors LLC | 0.48% | Add +231.9% | 863 | $221K |
| HUB Investment Partners, LLC | 0.01% | New | 860 | $221K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 857 | $220K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -87.8% | 851 | $218K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 851 | $218K |
| Atticus Wealth Management, LLC | 0.05% | Add +1.9% | 846 | $217K |
| Leelyn Smith, LLC | 0.03% | No change | 843 | $216K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 839 | $215K |
| Founders Financial Alliance, LLC | 0.04% | Add +129.4% | 835 | $214K |
| First PREMIER Bank | 0.05% | No change | 834 | $214K |
| BostonPremier Wealth LLC | 0.11% | New | 832 | $213K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -25.0% | 825 | $212K |
| Occidental Asset Management, LLC | 0.03% | New | 824 | $211K |
| Blue Capital, Inc. | 0.16% | New | 823 | $211K |
| Faithward Advisors, LLC | 0.03% | Reduce -7.3% | 823 | $211K |
| Harvest Investment Services, LLC | 0.04% | Reduce -27.8% | 823 | $211K |
| Tme Financial, Inc. | 0.16% | New | 822 | $211K |
| Certus Wealth Management, LLC | 0.13% | New | 816 | $209K |
| NewEdge Wealth, LLC | 0.00% | New | 831 | $208K |
| Sonoma Allocations LLC | 0.08% | — | 821 | $208K |
| Camarda Financial Advisors, LLC | 0.08% | Reduce -37.5% | 810 | $208K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.5% | 810 | $208K |
| IPG Investment Advisors LLC | 0.04% | New | 808 | $207K |
| Ritholtz Wealth Management | 0.00% | New | 807 | $207K |
| Integrity Financial Corp | 0.10% | Add +14.4% | 800 | $205K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 799 | $205K |
| Freedom Investment Management, Inc. | 0.05% | Reduce -79.0% | 795 | $204K |
| International Assets Investment Management, LLC | 0.02% | No change | 857 | $203K |
| Selective Wealth Management, Inc. | 0.07% | New | 794 | $202K |
| Smith, Moore & Co. | 0.02% | New | 787 | $202K |
| Kapstone Financial Advisors LLC | 0.09% | New | 785 | $201K |
| Spirit of America Management Corp. | 0.04% | Add +0.8% | 786 | $201K |
| Financial Partners Group, Inc | 0.03% | New | 784 | $201K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 781 | $200K |
| Asset Dedication, LLC | 0.01% | Add +9.1% | 777 | $199K |
| Bank of Montreal | 0.00% | Add +0.4% | 763 | $196K |
| Cape Investment Advisory, Inc. | 0.19% | Add +16.6% | 759 | $195K |
| Manning & Napier Advisors LLC | 0.00% | New | 745 | $191K |
| Salomon & Ludwin, LLC | 0.02% | No change | 737 | $187K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.3% | 708 | $182K |
| Signaturefd, LLC | 0.00% | Reduce -40.8% | 706 | $181K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 703 | $180K |
| JDM Financial Group LLC | 0.07% | No change | 645 | $165K |
| IMG Wealth Management, Inc. | 0.11% | Reduce -46.8% | 635 | $163K |
| Avion Wealth | 0.03% | Add +15.6% | 622 | $159K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +1.1% | 580 | $149K |
| Bogart Wealth, LLC | 0.01% | No change | 558 | $143K |
| Harbor Asset Planning, Inc. | 0.13% | Add +0.2% | 558 | $143K |
| Inlight Wealth Management, LLC | 0.06% | No change | 523 | $134K |
| CENTRAL TRUST Co | 0.00% | No change | 518 | $133K |
| CX Institutional | 0.00% | Add +141.1% | 516 | $132K |
| Crewe Advisors LLC | 0.01% | Add +1.6% | 513 | $132K |
| TD Capital Management LLC | 0.01% | Add +21.2% | 474 | $122K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -62.6% | 464 | $119K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 455 | $117K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.2% | 431 | $111K |
| Richardson Financial Services Inc. | 0.07% | Reduce -40.7% | 417 | $107K |
| Trust Co. of Vermont | 0.00% | No change | 411 | $105K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 401 | $103K |
| Winthrop Capital Management, LLC | 0.02% | Add +34.1% | 393 | $101K |
| Team Financial Group, LLC | 0.04% | Reduce -6.2% | 351 | $90K |
| New Republic Capital, LLC | 0.03% | No change | 350 | $90K |
| Westside Investment Management, Inc. | 0.01% | No change | 346 | $89K |
| Parkside Financial Bank & Trust | 0.01% | No change | 346 | $89K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $87K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 331 | $85K |
| S&T Bank | 0.02% | No change | 323 | $83K |
| First Pacific Financial | 0.01% | Reduce -20.1% | 319 | $82K |
| RMG Wealth Management LLC | 0.01% | New | 305 | $76K |
| Salem Investment Counselors Inc. | 0.00% | Add +15.6% | 289 | $74K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +468.0% | 284 | $74K |
| Hantz Financial Services, Inc. | 0.00% | No change | 272 | $70K |
| Cloud Capital Management, LLC | 0.04% | New | 268 | $68K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Reduce -31.0% | 265 | $68K |
| CNB Bank | 0.03% | No change | 263 | $67K |
| Ancora Advisors LLC | 0.00% | Add +101.5% | 262 | $67K |
| TD Waterhouse Canada Inc. | 0.00% | New | 250 | $64K |
| Imprint Wealth LLC | 0.20% | — | 245 | $63K |
| Realta Investment Advisors | 0.02% | Reduce -27.0% | 243 | $62K |
| Hilltop National Bank | 0.01% | No change | 230 | $59K |
| REAP Financial Group, LLC | 0.01% | Add +1.3% | 229 | $59K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +397.8% | 224 | $57K |
| North Ridge Wealth Advisors, Inc. | 0.03% | New | 222 | $57K |
| GAMMA Investing LLC | 0.00% | No change | 216 | $55K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -47.6% | 215 | $55K |
| Wellington Shields & Co., LLC | 0.01% | No change | 200 | $51K |
| FWL Investment Management, LLC | 0.01% | New | 200 | $51K |
| Kings Path Partners LLC | 0.02% | No change | 194 | $50K |
| Operose Advisors LLC | 0.01% | Add +46.5% | 186 | $48K |
| Family Capital Trust Co | 0.02% | Reduce -1.7% | 176 | $45K |
| Abound Wealth Management | 0.01% | Add +27.0% | 174 | $45K |
| Clark Wealth Partners | 0.03% | Add +63.9% | 177 | $44K |
| HM Payson & Co. | 0.00% | No change | 171 | $44K |
| Luminist Capital LLC | 0.04% | No change | 170 | $44K |
| Y.D. More Investments Ltd | 0.00% | Reduce -65.7% | 170 | $43K |
| Bfsg, LLC | 0.00% | Reduce -39.9% | 166 | $43K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 165 | $42K |
| Ameriflex Group, Inc. | 0.02% | Add +604.4% | 162 | $42K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 161 | $41K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -4.9% | 155 | $40K |
| NBT Bank, N.A. | 0.00% | Add +65.2% | 256 | $40K |
| Islay Capital Management, LLC | 0.02% | No change | 150 | $38K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 145 | $37K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +13.5% | 143 | $37K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $34K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 130 | $33K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 127 | $33K |
| Howe & Rusling Inc. | 0.00% | Add +425.0% | 126 | $32K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $31K |
| Fortitude Family Office, LLC | 0.01% | Reduce -52.2% | 122 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 121 | $31K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 120 | $31K |
| WFA of San Diego, LLC | 0.02% | Reduce -39.6% | 116 | $30K |
| United Financial Planning Group LLC | 0.02% | — | 111 | $28K |
| TFC Financial Management, Inc. | 0.00% | New | 108 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -94.3% | 108 | $28K |
| Rice Partnership, LLC | 0.00% | Add +29.6% | 105 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 102 | $26K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 101 | $26K |
| Family Legacy Financial Solutions, LLC | 0.02% | No change | 100 | $26K |
| AllSquare Wealth Management LLC | 0.01% | No change | 100 | $26K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +22.2% | 99 | $25K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 97 | $25K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 90 | $23K |
| Clear Investment Research, LLC | 0.03% | No change | 87 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $22K |
| Toth Financial Advisory Corp. | 0.00% | New | 82 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -6.8% | 82 | $21K |
| Millstone Evans Group, LLC | 0.01% | No change | 81 | $21K |
| EPG Wealth Management LLC | 0.01% | No change | 77 | $20K |
| Bokf, NA | 0.00% | No change | 77 | $20K |
| Concord Wealth Partners | 0.00% | No change | 74 | $19K |
| Tripletail Wealth Management, LLC | 0.02% | New | 72 | $18K |
| Caldwell Trust Co | 0.00% | No change | 68 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 67 | $17K |
| Curio Wealth, LLC | 0.01% | New | 63 | $16K |
| Financial Life Planners | 0.01% | New | 62 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 62 | $16K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $15K |
| Park Place Capital Corp | 0.00% | New | 60 | $15K |
| Family Manage LLC | 0.00% | No change | 57 | $15K |
| MCF Advisors LLC | 0.00% | New | 57 | $15K |
| Rossby Financial, LCC | 0.00% | Add +58.8% | 54 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 49 | $13K |
| Optiver Holding B.V. | 0.00% | New | 47 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 45 | $12K |
| Phillips Financial Management, LLC | 0.00% | No change | 45 | $12K |
| North Capital, Inc. | 0.01% | Add +2.6% | 40 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 39 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 38 | $10K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 38 | $10K |
| Kozak & Associates, Inc. | 0.00% | New | 36 | $9K |
| Archer Investment Corp | 0.00% | No change | 33 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 31 | $8K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 28 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 28 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 27 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $7K |
| Investors Research Corp | 0.00% | New | 26 | $7K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 24 | $6K |
| Motco | 0.00% | No change | 23 | $6K |
| HighMark Wealth Management LLC | 0.00% | Add +15.0% | 23 | $6K |
| Goodman Advisory Group, LLC | 0.00% | New | 22 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -96.3% | 21 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 19 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -89.0% | 18 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 18 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -98.4% | 18 | $5K |
| Northwest Capital Management Inc | 0.00% | Reduce -29.2% | 17 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 16 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 14 | $4K |
| SouthState Bank Corp | 0.00% | No change | 14 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 13 | $3K |
| Whittier Trust Co. | 0.00% | New | 13 | $3K |
| Chapman Financial Group, LLC | 0.00% | New | 10 | $3K |
| Logan Capital Management Inc. | 0.00% | No change | 7 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $2K |
| Alerus Financial NA | 0.00% | No change | 6 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Chelsea Counsel Co. | 0.00% | New | 4 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 4 | $1K |
| Fairway Wealth LLC | 0.00% | New | 4 | $1K |
| Oakworth Capital, Inc. | 0.00% | New | 4 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 3 | $769 |
| Robinswood Financial LLC | 0.00% | No change | 3 | $769 |
| Elevation Wealth Partners, LLC | 0.00% | New | 2 | $515 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 1 | $271 |
| Palisade Asset Management, LLC | 0.00% | New | 1 | $257 |
| Premier Financial Group | 0.00% | No change | 1 | $255 |
"% 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.