iShares MSCI USA Momentum FaMTUMETF
13F holders, Q4 2025 (December 31)1,053holders +68
86new positions
79sold out
4famous investors
$250.47avg. 13F price*
At the end of Q4 2025, 1,053 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 68 from Q3 2025. 86 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($2.0B) and FMR LLC ($1.2B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $57.3M |
| Exits | 79 | $131.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,727,175 shares bought and 3,085,502 shares sold, net +6,641,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,053 holders
| Envestnet Asset Management Inc. | 0.59% | Add +27.3% | 7,883,307 | $2.0B |
| Mercer Global Advisors Inc. | 2.99% | Add +3.0% | 7,824,890 | $2.0B |
| FMR LLC | 0.06% | Add +17.1% | 4,757,272 | $1.2B |
| LPL Financial LLC | 0.23% | Add +24.7% | 3,291,857 | $824.0M |
| Raymond James Financial Inc. | 0.25% | Add +5.0% | 3,215,974 | $805.0M |
| Morgan Stanley | 0.04% | Reduce -12.4% | 2,854,620 | $714.5M |
| BlackRock, Inc. | 0.01% | Add +26.8% | 1,596,442 | $399.6M |
| Assetmark, Inc. | 0.77% | Add +2.5% | 1,502,409 | $376.1M |
| Ameriprise Financial Inc. | 0.08% | Add +4.0% | 1,375,417 | $344.1M |
| State of Michigan Retirement System | 1.57% | Add +5.2% | 1,287,290 | $322.2M |
| Bank of America Corp. | 0.02% | Add +1.6% | 1,258,817 | $315.1M |
| Blue Trust, Inc. | 3.51% | Add +9.6% | 1,242,390 | $311.0M |
| Cerity Partners LLC | 0.42% | Add +0.4% | 1,156,354 | $289.4M |
| JPMorgan Chase & Co. | 0.02% | Add +32.2% | 1,151,084 | $288.1M |
| Cwm, LLC | 0.77% | Add +25.3% | 1,141,425 | $285.7M |
| Wealth Enhancement Advisory Services, LLC | 0.34% | Reduce -2.0% | 981,507 | $253.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.37% | Reduce -5.5% | 974,177 | $243.8M |
| Corient Private Wealth LP | 0.30% | Add +24.4% | 891,619 | $223.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.5% | 844,667 | $211.4M |
| UBS Group AG | 0.04% | Add +2.0% | 773,553 | $193.6M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Add +55.3% | 721,042 | $180.5M |
| Park Avenue Securities LLC | 1.51% | Add +35.7% | 711,023 | $178.0M |
| MML Investors Services, LLC | 0.42% | Add +10.1% | 694,449 | $173.8M |
| Orgel Wealth Management, LLC | 3.74% | Add +1.9% | 676,461 | $169.3M |
| Cetera Investment Advisers | 0.17% | Add +24.5% | 607,290 | $152.0M |
| Janney Montgomery Scott LLC | 0.33% | Add +37.0% | 572,521 | $143.3M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 503,559 | $126.0M |
| Citigroup Inc. | 0.09% | Add +68.0% | 502,952 | $125.9M |
| Royal Bank of Canada | 0.02% | Add +15.5% | 480,829 | $120.4M |
| Savant Capital, LLC | 0.61% | Reduce -6.7% | 427,052 | $106.9M |
| Symmetry Partners, LLC | 6.17% | Add +71.8% | 416,566 | $104.3M |
| Commonwealth Equity Services, LLC | 0.14% | Add +12.8% | 406,692 | $101.8M |
| OneDigital Investment Advisors LLC | 0.99% | Add +48.8% | 402,995 | $100.9M |
| Foundations Investment Advisors, LLC | 1.31% | Add +55.8% | 400,402 | $100.2M |
| Bank of New York Mellon Corp | 0.02% | Add +66.6% | 384,273 | $96.2M |
| NewEdge Advisors, LLC | 0.34% | Add +70.8% | 376,094 | $94.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -50.0% | 369,836 | $92.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +23.1% | 364,221 | $91.2M |
| Arizona PSPRS Trust | 3.33% | Add +0.3% | 361,051 | $90.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -22.2% | 341,876 | $85.7M |
| High Probability Advisors, LLC | 10.74% | Add +1.0% | 321,764 | $80.5M |
| Stifel Financial Corp. | 0.07% | Add +28.0% | 315,235 | $78.9M |
| BNP Paribas Financial Markets | 0.05% | Add +21.5% | 311,428 | $78.0M |
| Foster Group, Inc. | 2.33% | Add +2.4% | 308,335 | $77.2M |
| Merit Financial Group, LLC | 0.61% | Add +89.0% | 303,634 | $76.0M |
| AdvisorShares Investments LLC | 12.49% | Reduce -26.0% | 299,146 | $74.9M |
| JB Capital LLC | 2.83% | Add +65.3% | 276,924 | $69.3M |
| Sanctuary Advisors, LLC | 0.32% | Add +60.0% | 233,841 | $58.5M |
| Captrust Financial Advisors | 0.11% | Add +82.0% | 225,479 | $56.4M |
| Strategic Financial Services, Inc. | 2.60% | Add +1.5% | 222,511 | $56.4M |
| United Capital Financial Advisors, LLC | 0.32% | Add +63.7% | 212,205 | $53.1M |
| Armbruster Capital Management, Inc. | 8.92% | Add +0.5% | 212,122 | $53.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -2.3% | 206,813 | $51.8M |
| Keybank National Association | 0.17% | Reduce -2.0% | 193,003 | $48.3M |
| Advocacy Wealth Management, LLC | 1.98% | Add +102.4% | 188,869 | $47.3M |
| Jones Financial Companies LLLP | 0.03% | Add +9.8% | 177,954 | $44.5M |
| Kathmere Capital Management, LLC | 2.97% | Add +3.0% | 175,897 | $44.0M |
| New York Life Investment Management LLC | 0.36% | Add +10.2% | 166,692 | $41.7M |
| Truist Financial Corp. | 0.05% | Add +28.3% | 159,598 | $39.9M |
| Lido Advisors, LLC | 0.16% | Reduce -0.4% | 153,067 | $39.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +177.3% | 155,060 | $38.8M |
| Sanchez Wealth Management Group | 8.11% | Add +29.8% | 151,553 | $37.9M |
| Mullooly Asset Management, Inc. | 12.86% | Add +1.9% | 140,424 | $35.1M |
| Kestra Investment Management, LLC | 0.86% | Add +10.8% | 139,788 | $35.0M |
| Acropolis Investment Management, LLC | 1.57% | Add +3.5% | 139,337 | $34.9M |
| Atria Investments, Inc | 0.38% | Add +37.0% | 134,753 | $33.7M |
| 1900 Wealth Management LLC | 2.15% | Reduce -0.5% | 133,839 | $33.5M |
| Ameritas Advisory Services, LLC | 1.25% | Add +645.1% | 133,688 | $33.5M |
| Apella Capital, LLC | 0.66% | Reduce -12.9% | 132,937 | $33.3M |
| AE Wealth Management LLC | 0.19% | Add +42.1% | 130,140 | $32.6M |
| Stonehearth Capital Management, LLC | 11.73% | Add +0.0% | 126,674 | $31.7M |
| Integrated Wealth Concepts LLC | 0.36% | Reduce -10.4% | 122,528 | $30.7M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +231.4% | 120,985 | $30.3M |
| M&T Bank Corp | 0.09% | Add +4.4% | 115,661 | $29.0M |
| Provida Pension Fund Administrator | 0.50% | Add +29.9% | 115,122 | $28.8M |
| Kestra Advisory Services, LLC | 0.11% | Add +6.0% | 105,849 | $26.5M |
| Oppenheimer & Co. Inc. | 0.37% | Reduce -6.2% | 105,097 | $26.3M |
| Mariner, LLC | 0.03% | Add +2.6% | 102,387 | $25.6M |
| US Bancorp \de | 0.03% | Add +34.7% | 100,538 | $25.2M |
| Savvy Advisors, Inc. | 0.80% | Add +5.5% | 99,237 | $24.8M |
| Sequoia Financial Advisors, LLC | 0.14% | Reduce -8.9% | 98,842 | $24.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.5% | 98,828 | $24.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +9.4% | 97,013 | $24.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.46% | Add +79.2% | 97,688 | $24.5M |
| Bell Investment Advisors, Inc | 3.65% | Reduce -2.3% | 92,299 | $23.1M |
| Jane Street Group, LLC | 0.03% | Add +126.6% | 91,681 | $22.9M |
| Meredith Wealth Planning | 6.34% | Reduce -0.5% | 85,048 | $21.3M |
| Convergence Financial, LLC | 3.06% | Add +2.7% | 83,838 | $21.0M |
| Journey Strategic Wealth LLC | 0.53% | Add +30.9% | 80,650 | $20.2M |
| SteelPeak Wealth, LLC | 0.66% | Add +70.2% | 80,579 | $20.2M |
| Private Advisor Group, LLC | 0.09% | Add +5.3% | 78,330 | $19.6M |
| Icon Wealth Advisors, LLC | 1.28% | Add +54.3% | 76,724 | $19.2M |
| Oppenheimer Asset Management Inc. | 0.23% | Reduce -1.8% | 75,679 | $18.9M |
| Glenview Trust Co | 0.29% | Reduce -6.3% | 74,748 | $18.7M |
| Scarborough Advisors, LLC | 3.14% | Add +53.2% | 74,322 | $18.6M |
| Straight Path Wealth Management | 4.87% | Add +3.5% | 72,195 | $18.1M |
| CPC Advisors, LLC | 1.82% | Add +4.8% | 72,184 | $18.1M |
| Trinity Wealth Management, LLC | 6.49% | Reduce -0.1% | 70,349 | $17.6M |
| Oxford Financial Group, LTD. LLC | 0.95% | Reduce -1.7% | 69,366 | $17.4M |
| Prudent Investors Network, Inc. | 3.98% | Reduce -6.1% | 69,312 | $17.3M |
| Sagespring Wealth Partners, LLC | 0.31% | Reduce -3.5% | 68,817 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +26.7% | 67,631 | $16.9M |
| Mgo One Seven LLC | 0.34% | Add +109.6% | 67,004 | $16.8M |
| Creative Planning | 0.01% | Add +51.9% | 65,012 | $16.3M |
| Journey Advisory Group, LLC | 1.35% | Reduce -1.4% | 64,199 | $16.1M |
| Sharkey, Howes & Javer | 1.99% | Add +59.7% | 62,466 | $15.6M |
| CFO4Life Group, LLC | 2.18% | Reduce -2.7% | 61,225 | $15.3M |
| Shepherd Financial Partners LLC | 1.40% | Add +73.8% | 60,361 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +70.3% | 59,803 | $15.0M |
| Intrust Bank NA | 1.24% | Add +1.4% | 59,688 | $14.9M |
| Stone House Investment Management, LLC | 2.29% | Add +53.0% | 59,042 | $14.8M |
| POM Investment Strategies, LLC | 7.48% | Add +6.7% | 58,100 | $14.5M |
| NorthRock Partners, LLC | 0.24% | Add +60.1% | 57,712 | $14.4M |
| D'Orazio & Associates, Inc. | 1.84% | Add +18.2% | 57,464 | $14.4M |
| Waverly Advisors, LLC | 0.11% | Reduce -3.6% | 56,167 | $14.1M |
| Audent Global Asset Management, LLC | 8.78% | Add +48.0% | 55,423 | $13.9M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Add +165.4% | 54,022 | $13.5M |
| Stokes Family Office, LLC | 1.22% | Add +61.3% | 53,186 | $13.3M |
| Summit Wealth Group, LLC | 3.10% | Reduce -0.4% | 52,991 | $13.3M |
| Well Done, LLC | 1.97% | Reduce -1.0% | 52,761 | $13.2M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +17.7% | 52,168 | $13.1M |
| &partners | 0.07% | Add +34.1% | 51,403 | $12.9M |
| Forefront Analytics, LLC | 11.19% | Add +35.1% | 50,646 | $12.7M |
| Pettinga Financial Advisors LLC | 2.36% | Add +52.0% | 49,633 | $12.4M |
| High Falls Advisors, Inc | 2.51% | Add +60.6% | 49,463 | $12.4M |
| Trilogy Capital Inc. | 0.50% | Reduce -4.2% | 45,049 | $11.3M |
| Equitable Holdings, Inc. | 0.08% | Add +36.6% | 44,659 | $11.2M |
| Opes Wealth Management LLC | 1.87% | Add +0.5% | 44,032 | $11.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -49.6% | 43,126 | $10.8M |
| Royal Fund Management, LLC | 0.99% | Add +38.4% | 43,020 | $10.8M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -0.1% | 41,119 | $10.5M |
| Elevation Point Wealth Partners, LLC | 0.50% | Add +268.0% | 41,613 | $10.4M |
| Strategic Blueprint, LLC | 0.61% | Add +37.6% | 41,388 | $10.4M |
| Garrett Wealth Advisory Group, LLC | 1.95% | Reduce -1.2% | 41,296 | $10.3M |
| Global Wealth Strategies & Associates | 2.56% | Reduce -5.6% | 41,094 | $10.3M |
| Trek Financial, LLC | 0.59% | Add +44.5% | 40,433 | $10.1M |
| PAX Financial Group, LLC | 1.74% | Add +66.1% | 40,342 | $10.1M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.22% | — | 40,335 | $10.1M |
| Kelly Financial Services LLC | 2.53% | Add +59.3% | 40,265 | $10.1M |
| Centaurus Financial, Inc. | 0.46% | Add +6.9% | 40,150 | $10.1M |
| Farther Finance Advisors, LLC | 0.11% | Add +46.4% | 40,075 | $10.0M |
| Quantinno Capital Management LP | 0.02% | Add +116.4% | 39,313 | $9.8M |
| Franklin Resources Inc. | 0.00% | Reduce -7.0% | 38,668 | $9.7M |
| Brookstone Capital Management | 0.11% | Add +14.3% | 38,526 | $9.6M |
| Beacon Financial Group | 0.95% | Add +72.0% | 38,201 | $9.6M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -2.1% | 38,075 | $9.5M |
| Midwest Capital Advisors, LLC | 4.56% | Add +69.5% | 38,053 | $9.5M |
| Keystone Financial Group | 0.70% | Add +39.8% | 37,837 | $9.5M |
| Jmac Enterprises LLC | 1.81% | Add +2.0% | 37,741 | $9.4M |
| Anderson Hoagland & Co. | 0.81% | Add +2.9% | 37,673 | $9.4M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +33.2% | 36,153 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 35,775 | $9.0M |
| Regal Investment Advisors LLC | 0.54% | Add +71.5% | 35,755 | $8.9M |
| Tsfg, LLC | 1.32% | Add +80.8% | 35,419 | $8.9M |
| Claris Financial LLC | 4.71% | Reduce -2.0% | 35,371 | $8.9M |
| ONE Advisory Partners, LLC | 2.67% | Add +70.6% | 35,334 | $8.8M |
| Global Retirement Partners, LLC | 0.16% | Add +242.5% | 35,226 | $8.8M |
| Harbour Investments, Inc. | 0.18% | Reduce -21.4% | 34,785 | $8.7M |
| Swmg, LLC | 2.40% | Add +69.5% | 34,121 | $8.6M |
| Capital Planning LLC | 2.35% | Reduce -1.6% | 33,137 | $8.4M |
| Vise Technologies, Inc. | 0.16% | Add +61.3% | 33,360 | $8.4M |
| Alexis Investment Partners, LLC | 3.08% | Add +10.3% | 32,732 | $8.3M |
| Financial Architects, LLC | 4.42% | Add +2.7% | 32,825 | $8.2M |
| Tacita Capital Inc | 4.75% | Reduce -0.6% | 32,731 | $8.2M |
| Shufro Rose & Co. LLC | 0.55% | Add +6.7% | 32,563 | $8.2M |
| Csenge Advisory Group | 0.36% | Add +12.4% | 32,031 | $8.0M |
| World Investment Advisors | 0.13% | Add +178.4% | 31,860 | $8.0M |
| Legacy Financial Group LLC | 0.98% | Add +60.7% | 32,194 | $8.0M |
| Wealth Alliance, LLC | 0.77% | Add +51.5% | 31,527 | $7.9M |
| Brickley Wealth Management | 1.33% | No change | 31,458 | $7.9M |
| Perennial Investment Advisors, LLC | 0.62% | Add +17.3% | 31,341 | $7.9M |
| SIH Partners, LLLP | 0.45% | New | 30,826 | $7.7M |
| Strategic Investment Advisors / MI | 0.67% | Reduce -78.1% | 30,786 | $7.7M |
| PW Nova Financial Services LLC | 2.87% | — | 29,957 | $7.6M |
| Liberty Wealth Management LLC | 0.97% | Reduce -0.4% | 30,143 | $7.5M |
| Choreo, LLC | 0.10% | Reduce -5.6% | 29,490 | $7.5M |
| Lineweaver Wealth Advisors, LLC | 1.01% | Add +1.9% | 29,477 | $7.4M |
| Kilter Group LLC | 3.26% | Add +50.5% | 29,360 | $7.3M |
| Rothschild Wealth LLC | 0.70% | Add +70.2% | 29,267 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +426.9% | 28,898 | $7.2M |
| Invst, LLC | 0.78% | Reduce -67.1% | 28,588 | $7.2M |
| Keystone Financial Services | 2.16% | Add +8.7% | 28,533 | $7.1M |
| Mascoma Wealth Management LLC | 1.53% | Add +3.0% | 28,508 | $7.1M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +46.7% | 28,504 | $7.1M |
| AQR Capital Management | 0.00% | Add +44.0% | 28,163 | $7.0M |
| Apollon Wealth Management, LLC | 0.12% | Add +22.6% | 27,856 | $7.0M |
| NorthCrest Asset Manangement, LLC | 0.15% | Add +2.3% | 26,608 | $6.8M |
| D.A. Davidson & Co. | 0.04% | Add +3.7% | 26,827 | $6.7M |
| RHS Financial, LLC | 3.24% | Add +6.0% | 26,539 | $6.6M |
| Elevated Financial Group LLC | 2.27% | — | 26,203 | $6.6M |
| Uniting Wealth Partners, LLC | 2.01% | Add +22.3% | 26,181 | $6.6M |
| Exencial Wealth Advisors, LLC | 0.21% | Add +0.1% | 26,166 | $6.5M |
| Citadel Advisors | 0.00% | New | 25,947 | $6.5M |
| Bay Harbor Wealth Management, LLC | 1.69% | Add +66.5% | 25,906 | $6.5M |
| WealthShield Partners, LLC | 0.71% | Add +54.0% | 25,884 | $6.5M |
| Atlas Capital Advisors Inc. | 0.72% | — | 25,716 | $6.4M |
| BCGM Wealth Management, LLC | 1.64% | Add +45.0% | 25,663 | $6.4M |
| Haverford Trust Co | 0.06% | Reduce -0.1% | 25,535 | $6.4M |
| Vident Advisory, LLC | 0.06% | Reduce -8.5% | 25,296 | $6.3M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +6.9% | 25,183 | $6.3M |
| Sax Wealth Advisors, LLC | 0.30% | Add +18.1% | 25,046 | $6.3M |
| Sound Portfolio Advisors, LLC | 5.23% | — | 24,890 | $6.2M |
| Independent Financial Group, LLC | 0.14% | Add +64.5% | 24,834 | $6.2M |
| Avant Capital LLC | 4.25% | Reduce -1.7% | 24,749 | $6.2M |
| IFG Advisory, LLC | 0.27% | Add +0.4% | 24,534 | $6.1M |
| Unison Advisors LLC | 0.53% | Add +2.3% | 24,271 | $6.1M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +1.5% | 24,209 | $6.1M |
| Claro Advisors Inc. | 0.82% | Add +77.0% | 24,111 | $6.0M |
| 360 Financial, Inc. | 1.82% | Reduce -2.2% | 24,044 | $6.0M |
| Tradition Wealth Management, LLC | 0.43% | Add +2.8% | 24,013 | $6.0M |
| Cozad Asset Management Inc. | 0.45% | Reduce -4.2% | 23,048 | $5.8M |
| Beacon Bridge Wealth Partners, LLC | 1.88% | Add +78.3% | 22,617 | $5.7M |
| Professional Financial Advisors, LLC | 1.16% | Reduce -0.3% | 22,606 | $5.7M |
| ShoreHaven Wealth Partners, LLC | 2.03% | Add +69.9% | 22,539 | $5.6M |
| Modern Wealth Management, LLC | 0.10% | Add +161.7% | 21,921 | $5.5M |
| Sovran Advisors, LLC | 0.46% | Add +25.3% | 21,115 | $5.4M |
| Fairvoy Private Wealth, LLC | 1.19% | Add +1.3% | 21,284 | $5.3M |
| Allworth Financial LP | 0.02% | Add +6.2% | 20,860 | $5.2M |
| Diversify Wealth Management, LLC | 0.24% | Add +1003.7% | 20,120 | $5.2M |
| Tradewinds, LLC. | 1.24% | Reduce -8.8% | 20,680 | $5.2M |
| Clarus Wealth Advisors | 2.14% | Add +3.6% | 19,960 | $5.2M |
| XTX Topco Ltd | 0.14% | New | 20,542 | $5.1M |
| First Business Financial Services, Inc. | 0.47% | No change | 20,335 | $5.1M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +0.0% | 22,200 | $5.1M |
| Jefferies Financial Group Inc. | 0.04% | Add +843.2% | 20,203 | $5.1M |
| Capital Analysts, LLC | 0.14% | Add +53.3% | 20,048 | $5.0M |
| Peddock Capital Advisors, LLC | 1.05% | Add +14.7% | 19,946 | $5.0M |
| Scotia Capital Inc. | 0.02% | Add +3.1% | 19,815 | $5.0M |
| Snowden Capital Advisors LLC | 0.13% | Add +14.3% | 19,692 | $4.9M |
| Peak Wealth Management LLC | 4.08% | — | 19,486 | $4.9M |
| Guerra Pan Advisors, LLC | 2.83% | Reduce -0.8% | 19,033 | $4.8M |
| Plotkin Financial Advisors, LLC | 2.32% | Reduce -1.6% | 18,960 | $4.7M |
| IFP Advisors, Inc | 0.11% | Reduce -3.1% | 18,832 | $4.7M |
| Simplicity Wealth,LLC | 0.28% | Add +17.5% | 18,768 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +5.4% | 18,612 | $4.7M |
| Bellwether Advisors, LLC | 0.74% | Add +0.6% | 18,559 | $4.6M |
| Archvest Wealth Advisors, Inc. | 2.95% | Add +3.6% | 18,463 | $4.6M |
| Comerica Bank | 0.02% | Add +4.6% | 18,417 | $4.6M |
| Rik Saylor Financial, Inc. | 3.34% | Reduce -1.0% | 18,216 | $4.6M |
| Oxford Wealth Group, LLC | 2.19% | — | 17,999 | $4.5M |
| Cibc World Market Inc. | 0.01% | Add +20.8% | 17,491 | $4.4M |
| Keebeck Wealth Management | 0.50% | Add +75.6% | 17,477 | $4.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.24% | Add +21.1% | 17,200 | $4.3M |
| Sigma Planning Corp | 0.12% | Add +0.8% | 17,042 | $4.3M |
| RoundAngle Advisors LLC | 3.07% | Add +13.3% | 16,850 | $4.2M |
| Advisory Services Network, LLC | 0.06% | Reduce -75.5% | 16,845 | $4.2M |
| Shepherd Kaplan Krochuk, LLC | 3.45% | Reduce -25.9% | 16,705 | $4.2M |
| Sound Financial Strategies Group, LLC | 2.95% | Add +57.0% | 16,682 | $4.2M |
| Members Advisory Group LLC | 1.56% | Reduce -40.4% | 16,560 | $4.1M |
| WCG Wealth Advisors LLC | 0.11% | Add +7.6% | 16,207 | $4.1M |
| Washburn Capital Management, Inc. | 2.22% | Add +68.4% | 16,125 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +3.2% | 16,078 | $4.0M |
| CVA Family Office, LLC | 0.46% | Reduce -3.5% | 15,963 | $4.0M |
| 5T Wealth, LLC | 1.59% | Add +16.4% | 15,935 | $4.0M |
| Quadrant Private Wealth Management, LLC | 0.65% | Add +65.4% | 15,880 | $4.0M |
| Elevation Capital Advisory, LLC | 1.62% | New | 15,822 | $4.0M |
| Columbia Advisory Partners LLC | 2.69% | Reduce -0.8% | 15,801 | $4.0M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +13.9% | 15,754 | $3.9M |
| Fortis Group Advisors, LLC | 0.66% | Reduce -1.2% | 15,288 | $3.9M |
| Arrow Investment Advisors, LLC | 4.32% | Reduce -2.6% | 15,523 | $3.9M |
| SigFig Wealth Management, LLC | 0.12% | Add +41.0% | 15,451 | $3.9M |
| Geneos Wealth Management Inc. | 0.09% | Add +2.1% | 15,445 | $3.9M |
| Twin Peaks Wealth Advisors, LLC | 1.12% | Add +68.8% | 14,948 | $3.8M |
| First Heartland Consultants, Inc. | 0.29% | Add +23.8% | 15,242 | $3.8M |
| SWP Financial LLC | 1.90% | Add +63.1% | 15,151 | $3.8M |
| True Vision MN LLC | 1.92% | Add +63.3% | 15,129 | $3.8M |
| Core Wealth Advisors, LLC | 2.98% | — | 15,123 | $3.8M |
| Southland Equity Partners LLC | 0.75% | Reduce -6.2% | 15,106 | $3.8M |
| Cypress Wealth Services, LLC | 0.51% | Add +63.5% | 14,772 | $3.7M |
| Money Concepts Capital Corp. | 0.21% | Reduce -8.3% | 14,688 | $3.7M |
| Arax Advisory Partners | 0.11% | New | 14,628 | $3.7M |
| Trust Co | 0.34% | Add +24.0% | 14,589 | $3.7M |
| Western Wealth Management, LLC | 0.17% | Add +17.1% | 14,453 | $3.6M |
| Horst & Graben Wealth Management LLC | 0.54% | Add +34.1% | 14,364 | $3.6M |
| Endeavor Private Wealth, Inc. | 1.01% | Add +53.3% | 14,119 | $3.5M |
| Caprock Group, LLC | 0.07% | Add +3.8% | 13,981 | $3.5M |
| Berkshire Money Management, Inc. | 0.33% | Add +16.2% | 13,878 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Add +17.2% | 13,820 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Add +1.9% | 13,754 | $3.4M |
| Whipplewood Advisors, LLC | 2.19% | Reduce -2.3% | 13,640 | $3.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.07% | Add +223.9% | 13,615 | $3.4M |
| MorganRosel Wealth Management, LLC | 0.85% | Add +9.1% | 13,536 | $3.4M |
| Arq Wealth Advisors, LLC | 0.90% | Reduce -2.5% | 13,361 | $3.3M |
| Ehrlich Financial Group | 1.90% | Add +54.1% | 13,306 | $3.3M |
| Gateway Wealth Partners, LLC | 0.37% | Add +65.1% | 13,127 | $3.3M |
| Biondo Investment Advisors, LLC | 0.39% | Add +1.8% | 12,921 | $3.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.12% | Reduce -2.9% | 12,904 | $3.2M |
| Financial Enhancement Group LLC | 0.42% | Add +27.8% | 12,633 | $3.2M |
| Advyzon Investment Management, LLC | 0.37% | Add +214.0% | 12,848 | $3.2M |
| Polaris Investment Advisors, LLC | 2.30% | — | 12,717 | $3.2M |
| Keystone Global Partners, LLC | 1.37% | Add +8.3% | 12,481 | $3.1M |
| Principal Securities, Inc. | 0.05% | Reduce -31.7% | 12,460 | $3.1M |
| Barnes Wealth Management Group, Inc | 1.66% | Add +27.1% | 12,356 | $3.1M |
| Allstate Corp. | 0.04% | Add +109.0% | 12,246 | $3.1M |
| Genesee Capital Advisors, LLC | 1.23% | Add +17.4% | 12,243 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +4.1% | 12,128 | $3.0M |
| Forthright Family Wealth Advisory LLC | 1.90% | Add +1.8% | 12,069 | $3.0M |
| HighPoint Advisor Group LLC | 0.07% | New | 11,980 | $3.0M |
| Lotus Technology Management, LP | 1.66% | — | 11,953 | $3.0M |
| SageView Advisory Group, LLC | 0.10% | Reduce -0.3% | 11,905 | $3.0M |
| Westwind Capital | 0.61% | Add +30.9% | 11,858 | $3.0M |
| Bright Financial Advisors, Inc. | 1.40% | Reduce -5.5% | 11,814 | $3.0M |
| Sig Brokerage, LP | 0.99% | No change | 11,813 | $3.0M |
| Dorsey Wright & Associates | 0.64% | Add +1.4% | 11,787 | $3.0M |
| Detalus Advisors, LLC | 0.71% | Add +0.1% | 11,715 | $2.9M |
| WMS Group LLC | 3.71% | — | 11,663 | $2.9M |
| Braun-Bostich & Associates Inc. | 1.78% | Add +63.5% | 11,497 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.1% | 11,481 | $2.9M |
| Integrity Alliance, Llc. | 0.10% | Add +554.6% | 11,397 | $2.9M |
| ORG Partners LLC | 0.51% | Add +16.2% | 11,349 | $2.8M |
| Deltec Asset Management LLC | 0.47% | No change | 11,300 | $2.8M |
| One Wealth Capital Management, LLC | 1.18% | Add +50.4% | 11,026 | $2.8M |
| Wealth Quarterback LLC | 0.99% | Add +56.5% | 10,980 | $2.7M |
| Quartz Partners, LLC | 1.02% | Add +24.9% | 10,961 | $2.7M |
| Elm3 Financial Group, LLC | 2.26% | Reduce -25.8% | 10,876 | $2.7M |
| Life Line Wealth Management LLC | 0.80% | Add +0.9% | 10,874 | $2.7M |
| Weaver Consulting Group | 0.66% | Reduce -0.2% | 10,850 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -0.4% | 10,842 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +1.5% | 10,835 | $2.7M |
| Sweeney & Michel, LLC | 0.79% | Add +0.0% | 10,437 | $2.7M |
| Lantz Financial LLC | 0.56% | Add +58.5% | 10,613 | $2.7M |
| VestGen Advisors, LLC | 0.11% | Reduce -47.1% | 10,574 | $2.6M |
| Town Capital LLC | 2.17% | — | 10,571 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -0.6% | 10,547 | $2.6M |
| Daiichi Life Insurance Co., Ltd. | 0.07% | Add +4.8% | 10,538 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Add +43.6% | 10,450 | $2.6M |
| Mosley Wealth Management | 1.19% | — | 10,173 | $2.6M |
| Tempo Wealth, LLC | 0.46% | — | 10,305 | $2.6M |
| New England Private Wealth Advisors LLC | 0.32% | Add +0.0% | 10,251 | $2.6M |
| Hudson Oak Wealth Advisory LLC | 2.24% | — | 10,137 | $2.5M |
| Vines Capital Management, LLC | 2.46% | — | 10,087 | $2.5M |
| Shared Vision Wealth Group LLC | 1.02% | Add +49.8% | 9,786 | $2.5M |
| Legacy Private Trust Co. | 0.15% | Reduce -3.6% | 10,041 | $2.5M |
| Parallel Advisors, LLC | 0.05% | Reduce -4.7% | 10,021 | $2.5M |
| RFG Advisory, LLC | 0.05% | Add +62.4% | 9,976 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -33.5% | 9,868 | $2.5M |
| 10Elms LLP | 2.56% | Reduce -2.7% | 9,786 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.18% | Reduce -10.0% | 9,748 | $2.4M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -1.8% | 9,593 | $2.4M |
| Caliber Wealth Management, LLC / KS | 0.26% | Add +0.4% | 9,680 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.41% | — | 9,633 | $2.4M |
| Cassia Capital Partners, LLC | 1.30% | No change | 9,576 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +55.7% | 9,553 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -17.9% | 9,520 | $2.4M |
| Northbridge Financial Group, LLC | 1.07% | — | 9,510 | $2.4M |
| Nilsine Partners, LLC | 0.20% | Add +2.9% | 9,407 | $2.4M |
| Barclays PLC | 0.00% | Add +29.1% | 9,355 | $2.3M |
| Independent Solutions Wealth Management, LLC | 0.43% | Add +17.4% | 9,341 | $2.3M |
| Anderson Financial Strategies, LLC | 1.35% | Add +4.3% | 9,275 | $2.3M |
| Indivisible Partners | 0.25% | — | 9,273 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +31.8% | 9,229 | $2.3M |
| Sound Income Strategies, LLC | 0.11% | Reduce -3.1% | 8,872 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +12.6% | 9,142 | $2.3M |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 9,072 | $2.3M |
| Hoxton Planning & Management, LLC | 0.68% | Add +60.2% | 9,023 | $2.3M |
| LiftPoint Family Wealth Advisors LLC | 1.92% | — | 9,007 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Add +73.1% | 8,942 | $2.2M |
| Beacon Financial Planning, Inc. | 1.08% | Add +19.6% | 8,928 | $2.2M |
| Crestwood Advisors Group, LLC | 0.04% | Add +0.8% | 8,905 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +21.2% | 8,842 | $2.2M |
| Diversify Advisory Services, LLC | 0.07% | Add +28.7% | 8,521 | $2.2M |
| Highview Capital Management LLC | 0.76% | New | 8,594 | $2.2M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -24.7% | 8,577 | $2.1M |
| Blair William & Co. | 0.01% | Add +9.5% | 8,531 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Add +11.5% | 8,521 | $2.1M |
| Davis Wealth Advisors, LLC | 1.73% | Add +64.1% | 8,310 | $2.1M |
| Fortune Financial Group, Inc. | 1.98% | — | 7,259 | $2.0M |
| Scissortail Wealth Management, LLC | 0.46% | Add +0.7% | 8,050 | $2.0M |
| Goldstein Advisors, LLC | 0.23% | Reduce -0.1% | 8,030 | $2.0M |
| Focus Partners Wealth | 0.00% | Reduce -99.1% | 7,995 | $2.0M |
| Baker Boyer National Bank | 0.60% | Add +10.6% | 7,993 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -0.2% | 7,964 | $2.0M |
| CCG Wealth Management, LLC | 0.85% | No change | 7,962 | $2.0M |
| Physician Wealth Advisors, Inc. | 0.27% | No change | 7,828 | $2.0M |
| Hansen & Associates Financial Group, Inc. | 1.06% | Add +11.9% | 7,619 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -2.7% | 7,750 | $1.9M |
| Moulton Wealth Management, Inc. | 1.83% | Reduce -2.6% | 7,636 | $1.9M |
| Apeiron RIA LLC | 0.39% | Add +4.6% | 7,413 | $1.9M |
| NTV Asset Management LLC | 0.20% | Reduce -0.7% | 7,604 | $1.9M |
| Centurion Wealth Management LLC | 0.42% | Add +31.5% | 7,578 | $1.9M |
| Cornerstone Planning Group LLC | 0.29% | Add +70.2% | 7,266 | $1.9M |
| Fermata Advisors, LLC | 0.45% | Reduce -1.9% | 7,484 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.24% | New | 7,350 | $1.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 7,340 | $1.8M |
| Modus Advisors, LLC | 0.48% | New | 7,261 | $1.8M |
| Milestone Asset Management, LLC | 0.34% | Reduce -3.9% | 7,149 | $1.8M |
| Flagship Capital Management Inc. | 1.26% | — | 7,107 | $1.8M |
| Great Oak Capital Partners, LLC | 0.44% | Reduce -2.1% | 6,989 | $1.8M |
| Argent Trust Co | 0.06% | Add +24.4% | 6,967 | $1.7M |
| Betterment LLC | 0.00% | Add +6.7% | 6,952 | $1.7M |
| Maridea Wealth Management LLC | 0.26% | Reduce -6.3% | 6,945 | $1.7M |
| Activest Wealth Management | 0.32% | Add +45.2% | 6,895 | $1.7M |
| Bryant Woods Investment Advisors, LLC | 0.67% | Reduce -6.3% | 6,874 | $1.7M |
| Aspire Capital Advisors LLC | 0.40% | Reduce -20.0% | 6,849 | $1.7M |
| CoreCap Advisors, LLC | 0.06% | Add +89.9% | 6,834 | $1.7M |
| Advus Financial Partners, LLC | 0.41% | Add +3.8% | 6,769 | $1.7M |
| Avior Wealth Management, LLC | 0.05% | Reduce -1.4% | 6,763 | $1.7M |
| Magnus Financial Group LLC | 0.13% | Reduce -31.5% | 6,724 | $1.7M |
| Summit Financial, LLC | 0.02% | Reduce -1.6% | 6,633 | $1.7M |
| Marino, Stram & Associates LLC | 0.30% | Reduce -0.9% | 6,633 | $1.7M |
| Decker Wealth Management LLC | 0.36% | — | 6,632 | $1.7M |
| Alterna Wealth Management, Inc. | 1.38% | Add +3.3% | 6,627 | $1.7M |
| Absolute Capital Management, LLC | 0.60% | Add +167.0% | 6,608 | $1.7M |
| Berbice Capital Management LLC | 0.99% | Reduce -0.3% | 6,587 | $1.6M |
| RCS Financial Planning, LLC | 0.70% | Add +55.1% | 6,484 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +12.7% | 6,475 | $1.6M |
| Lodestone Wealth Management LLC | 0.66% | Reduce -3.6% | 6,464 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +673.3% | 6,380 | $1.6M |
| Spire Wealth Management | 0.05% | Reduce -12.7% | 6,354 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +0.0% | 6,349 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.8% | 6,296 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +31.1% | 6,288 | $1.6M |
| Commonwealth Retirement Investments LLC | 0.50% | Add +80.8% | 6,238 | $1.6M |
| McNaughton Wealth Management, LLC | 0.64% | No change | 6,191 | $1.5M |
| Gallacher Capital Management LLC | 0.60% | Reduce -9.5% | 6,186 | $1.5M |
| First National Bank & Trust Co. of Newtown | 0.28% | Add +8.0% | 6,180 | $1.5M |
| ACT Advisors, LLC. | 0.60% | Reduce -2.2% | 6,130 | $1.5M |
| TFB Advisors LLC | 0.43% | Add +0.2% | 6,129 | $1.5M |
| Chapin Davis, Inc. | 0.36% | No change | 6,095 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.33% | Reduce -0.2% | 6,067 | $1.5M |
| Retirement Wealth Solutions LLC | 0.96% | Add +56.4% | 6,050 | $1.5M |
| McCartney Wealth Management LLC | 1.30% | — | 6,033 | $1.5M |
| Mather Group, Llc. | 0.02% | Add +70.0% | 6,029 | $1.5M |
| J.M. Arbour, LLC | 1.50% | — | 6,024 | $1.5M |
| Nest Investments, LLC | 1.26% | — | 6,012 | $1.5M |
| Eq LLC | 0.43% | Add +79.4% | 5,997 | $1.5M |
| BCU Wealth Advisors, LLC | 0.57% | Add +52.8% | 5,995 | $1.5M |
| Oakwell Private Wealth Management, LLC | 0.28% | Reduce -1.5% | 5,995 | $1.5M |
| Sollinda Capital Management LLC | 0.38% | Reduce -29.3% | 5,945 | $1.5M |
| Hancock Whitney Corp. | 0.03% | No change | 5,940 | $1.5M |
| MA Private Wealth | 0.24% | Reduce -18.4% | 5,867 | $1.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.20% | Reduce -19.9% | 5,845 | $1.5M |
| Blalock Williams, LLC | 1.15% | Add +64.7% | 5,750 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +0.8% | 5,728 | $1.4M |
| SHP Wealth Management | 0.11% | — | 5,717 | $1.4M |
| Patten & Patten Inc. | 0.08% | No change | 5,702 | $1.4M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -3.8% | 5,698 | $1.4M |
| Insight Wealth Strategies, LLC | 0.16% | Add +0.1% | 5,693 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.38% | Add +44.4% | 5,683 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +61.7% | 5,680 | $1.4M |
| Sovereign Financial Group, Inc. | 0.25% | Add +10.1% | 5,563 | $1.4M |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -0.2% | 5,534 | $1.4M |
| Focused Wealth Management, Inc | 0.15% | Add +0.2% | 5,525 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +65.2% | 5,511 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +47.9% | 5,501 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +11.7% | 5,494 | $1.4M |
| Ascentis Independent Advisors | 0.22% | Add +42.9% | 5,459 | $1.4M |
| NWF Advisory Services Inc. | 0.15% | Reduce -34.8% | 5,427 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -8.7% | 5,426 | $1.4M |
| Archer Investment Management, LLC | 0.73% | New | 5,414 | $1.4M |
| Everpar Advisors LLC | 0.49% | Add +190.4% | 5,314 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -0.9% | 5,197 | $1.3M |
| Planned Solutions, Inc. | 0.41% | Add +0.0% | 5,109 | $1.3M |
| Gotham Asset Management | 0.00% | Add +129.5% | 5,083 | $1.3M |
| PKS Advisory Services, LLC | 0.29% | Add +1.3% | 5,050 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +260.6% | 5,027 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +3.5% | 5,006 | $1.3M |
| Magnolia Capital Advisors LLC | 0.26% | Add +7.1% | 4,938 | $1.2M |
| Bison Wealth, LLC | 0.14% | Reduce -7.3% | 5,100 | $1.2M |
| LifePlan Investment Advisors, Inc. | 0.50% | Add +8.6% | 4,878 | $1.2M |
| Talisman Wealth Advisors LLC | 0.95% | Add +11.3% | 4,859 | $1.2M |
| Nova R Wealth, Inc. | 0.44% | Add +2.2% | 4,836 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Reduce -66.2% | 4,832 | $1.2M |
| Yukon Wealth Management, Inc. | 0.70% | Add +7.0% | 4,894 | $1.2M |
| Private Trust Co. NA | 0.11% | Add +19.2% | 4,812 | $1.2M |
| Interchange Capital Partners, LLC | 0.22% | Add +53.5% | 4,774 | $1.2M |
| PFG Advisors | 0.06% | Reduce -15.1% | 4,744 | $1.2M |
| WPG Advisers, LLC | 0.87% | Reduce -0.3% | 4,674 | $1.2M |
| ERn Financial, LLC | 0.22% | Add +0.3% | 4,633 | $1.2M |
| Capital Asset Managemnet, LLC | 1.27% | — | 4,465 | $1.2M |
| PGIM Custom Harvest LLC | 0.02% | Reduce -7.1% | 4,550 | $1.1M |
| Gilbert Capital Group, Inc. | 0.86% | Reduce -70.4% | 4,549 | $1.1M |
| Three Magnolias Financial Advisors, LLC | 0.70% | Reduce -0.0% | 4,517 | $1.1M |
| Moneco Advisors, LLC | 0.09% | Reduce -0.4% | 4,504 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 4,459 | $1.1M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -0.3% | 4,447 | $1.1M |
| Aspect Partners, LLC | 0.49% | Add +0.0% | 4,431 | $1.1M |
| Verdence Capital Advisors LLC | 0.07% | Add +32.7% | 4,427 | $1.1M |
| Fortune Financial Advisors, LLC | 0.74% | Add +53.4% | 4,389 | $1.1M |
| Capital Investment Management, Inc. | 0.38% | — | 4,379 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.41% | Add +16.7% | 4,378 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +61.8% | 4,370 | $1.1M |
| Verus Capital Partners, LLC | 0.07% | Add +32.0% | 4,361 | $1.1M |
| Hyundai Investments Co., Ltd. | 1.06% | New | 4,304 | $1.1M |
| G&S Capital LLC | 0.38% | Reduce -1.5% | 4,330 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 4,308 | $1.1M |
| Golden State Wealth Management, LLC | 0.11% | Add +9.3% | 4,296 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -46.7% | 4,294 | $1.1M |
| Security Financial Services, INC. | 0.16% | Reduce -0.3% | 4,173 | $1.0M |
| PFG Investments, LLC | 0.05% | Add +29.7% | 4,156 | $1.0M |
| Waystone Advisors LLC | 0.89% | — | 4,155 | $1.0M |
| Flagship Private Wealth, LLC | 0.41% | Add +12.3% | 4,120 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -43.9% | 4,109 | $1.0M |
| Pursuit Wealth Strategies, LLC | 1.44% | — | 4,103 | $1.0M |
| Transcend Capital Advisors, LLC | 0.08% | Add +24.5% | 4,070 | $1.0M |
| Vantage Point Financial LLC | 0.36% | Add +61.6% | 4,051 | $1.0M |
| Lansing Street Advisors | 0.26% | Add +0.3% | 4,036 | $1.0M |
| Parker Investment Management, LLC | 0.14% | Reduce -24.5% | 3,994 | $1000K |
| Axxcess Wealth Management, LLC | 0.02% | Add +36.0% | 3,988 | $998K |
| W Advisors, LLC | 0.50% | Add +30.9% | 3,981 | $996K |
| Citizens National Bank Trust Department | 0.17% | Add +8.0% | 3,981 | $996K |
| Spectrum Strategic Capital Management, LLC | 0.53% | New | 3,979 | $996K |
| Armstrong Advisory Group, Inc. | 0.07% | No change | 3,961 | $992K |
| Venturi Wealth Management, LLC | 0.04% | Add +1.1% | 3,942 | $987K |
| Lanark Financial, Inc. | 0.07% | Reduce -9.9% | 3,941 | $987K |
| Smart Money Group LLC | 0.29% | Add +1.3% | 3,938 | $986K |
| Exchange Traded Concepts, LLC | 0.01% | Add +197.3% | 3,930 | $984K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.52% | — | 3,923 | $982K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 3,921 | $981K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -35.6% | 3,909 | $978K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +60.9% | 3,894 | $974K |
| Raleigh Capital Management Inc. | 0.35% | Add +62.2% | 3,870 | $969K |
| VestGen Investment Management | 0.53% | Add +17.3% | 3,854 | $965K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.2% | 3,839 | $961K |
| Integrated Wealth Management | 1.06% | — | 3,770 | $944K |
| First Citizens Financial Corp | 0.47% | Reduce -1.2% | 3,767 | $943K |
| Sierra Capital LLC | 0.10% | No change | 3,761 | $941K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Add +73.8% | 3,755 | $940K |
| MGB Wealth Management, LLC | 0.27% | Add +19.6% | 3,754 | $940K |
| Saxony Capital Management, LLC | 0.58% | Add +263.2% | 3,752 | $939K |
| National Bank of Canada | 0.00% | Add +121.7% | 3,722 | $932K |
| GSG Advisors LLC | 0.24% | Add +0.3% | 3,697 | $925K |
| Prospera Financial Services Inc | 0.02% | Add +8.4% | 3,689 | $925K |
| Aspire Private Capital, LLC | 0.20% | Add +10.2% | 3,662 | $917K |
| Rehmann Capital Advisory Group | 0.05% | Add +3.5% | 3,640 | $911K |
| Sherman Wealth Management LLC | 0.78% | — | 3,594 | $900K |
| Richmond Investment Services, LLC | 0.16% | Add +14.5% | 3,584 | $898K |
| Belvedere Trading LLC | 0.17% | Add +0.0% | 3,585 | $897K |
| Center For Asset Management LLC | 0.47% | Reduce -7.4% | 3,567 | $893K |
| Creative Financial Designs Inc. | 0.06% | Add +0.4% | 3,550 | $889K |
| Ascent Group, LLC | 0.03% | Reduce -4.4% | 3,534 | $885K |
| Regimen Wealth, LLC | 0.26% | Add +0.1% | 3,516 | $880K |
| Private Advisory Group LLC | 0.07% | Reduce -56.9% | 3,504 | $877K |
| Simplex Trading, LLC | 0.02% | New | 3,472 | $869K |
| Trueblood Wealth Management, LLC | 0.34% | Add +7.0% | 3,456 | $865K |
| QRG Capital Management, Inc. | 0.01% | Add +3.4% | 3,449 | $863K |
| Empower Advisory Group, LLC | 0.00% | Add +23.1% | 3,435 | $860K |
| TCTC Holdings, LLC | 0.03% | Add +184.2% | 3,376 | $845K |
| Red Reef Advisors LLC | 0.86% | — | 3,363 | $842K |
| World Equity Group, Inc. | 0.23% | Add +9.5% | 3,342 | $837K |
| Vantus Wealth LLC | 0.61% | — | 3,332 | $834K |
| MBE Wealth Management, LLC | 0.35% | No change | 3,328 | $833K |
| Compound Planning, Inc. | 0.02% | Reduce -34.3% | 3,324 | $832K |
| Waterloo Capital, L.P. | 0.06% | Add +7.4% | 3,277 | $820K |
| Glenmede Trust Co. NA | 0.00% | — | 3,266 | $818K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +67.4% | 3,264 | $817K |
| Shore Point Advisors, LLC | 0.35% | Add +0.4% | 3,261 | $816K |
| Galvin, Gaustad & Stein, LLC | 0.06% | New | 3,260 | $816K |
| Adaptive Financial Consulting, LLC | 0.31% | Reduce -15.7% | 3,179 | $796K |
| Wellington Shields Capital Management, LLC | 0.12% | Reduce -7.8% | 3,163 | $792K |
| Bessemer Group Inc. | 0.00% | No change | 3,155 | $790K |
| CRA Financial Services, LLC | 0.10% | Reduce -2.4% | 3,130 | $783K |
| Lazard Asset Management LLC | 0.00% | Reduce -47.7% | 3,108 | $778K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -23.6% | 3,108 | $778K |
| Quent Capital, LLC | 0.06% | Reduce -1.4% | 3,088 | $773K |
| Two West Capital Advisors LLC | 0.45% | Add +49.6% | 3,082 | $771K |
| Natixis | 0.00% | Reduce -7.5% | 3,030 | $768K |
| Dakota Wealth Management | 0.01% | No change | 3,054 | $764K |
| Lee Financial Co | 0.10% | Reduce -14.5% | 3,037 | $760K |
| Dopkins Wealth Management, LLC | 0.31% | No change | 3,008 | $753K |
| Eagle Strategies LLC | 0.10% | Add +0.2% | 3,007 | $753K |
| Selby Wealth Management, LLC | 0.30% | — | 2,985 | $747K |
| FWG Investments, LLC. | 0.47% | Add +54.5% | 2,955 | $740K |
| Bernardo Wealth Planning LLC | 0.14% | Add +0.2% | 2,947 | $738K |
| Flagstar Securities, Inc. | 0.24% | Add +1.7% | 2,892 | $724K |
| GDS Wealth Management | 0.04% | Add +2.8% | 2,864 | $717K |
| Joel Adams & Associates, Inc. | 0.54% | Add +1.1% | 2,862 | $717K |
| Vavra Capital Management, LLC | 0.70% | — | 2,856 | $715K |
| Palumbo Wealth Management LLC | 0.18% | New | 2,852 | $714K |
| Two Sigma Securities, LLC | 0.10% | New | 2,848 | $713K |
| Clearstead Advisors, LLC | 0.01% | Add +8.3% | 2,825 | $707K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +65.0% | 2,813 | $704K |
| Stage Harbor Financial, LLC | 0.47% | Reduce -17.0% | 2,800 | $701K |
| Investment Advisory Group, LLC | 0.18% | Add +0.0% | 2,789 | $698K |
| Kovack Advisors, Inc. | 0.03% | New | 2,762 | $691K |
| Accelerate Investment Advisors LLC | 0.46% | Add +58.1% | 2,734 | $684K |
| Perissos Private Wealth Management, LLC | 0.59% | Add +0.0% | 2,728 | $683K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +14.1% | 2,728 | $683K |
| Signal Advisors Wealth, LLC | 0.05% | Add +6.6% | 2,723 | $682K |
| Bowman & Co S.C. | 0.29% | Add +6.8% | 2,717 | $680K |
| Tiaa Trust, National Association | 0.00% | Add +5.6% | 2,701 | $676K |
| LongView Wealth Management | 0.16% | Reduce -2.1% | 2,607 | $675K |
| OMNI 360 Wealth, Inc. | 0.35% | Reduce -5.4% | 2,638 | $675K |
| TCFG Wealth Management, LLC | 0.26% | Add +75.5% | 2,690 | $673K |
| FSM Wealth Advisors, LLC | 0.09% | Reduce -30.3% | 2,684 | $672K |
| Soltis Investment Advisors LLC | 0.04% | New | 2,678 | $670K |
| United Advisor Group, LLC | 0.09% | Add +2.1% | 2,667 | $667K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.4% | 2,657 | $665K |
| Johnson Financial Group, Inc. | 0.02% | Add +0.4% | 2,624 | $657K |
| Ocean Park Asset Management, LLC | 0.03% | New | 2,621 | $656K |
| Compass Capital Corp. /Ma/ | 0.25% | Reduce -3.2% | 2,549 | $652K |
| Ascentis Wealth Management, LLC | 0.17% | Add +6.9% | 2,605 | $652K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -0.4% | 2,556 | $640K |
| Atlatl Advisers LLC | 0.25% | Add +77.6% | 2,554 | $639K |
| LS Investment Advisors, LLC | 0.09% | No change | 2,540 | $636K |
| Elmwood Wealth Management, Inc. | 0.20% | New | 2,530 | $633K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -19.6% | 2,499 | $632K |
| MTM Investment Management, LLC | 0.20% | No change | 2,522 | $631K |
| V2 Financial group LLC | 0.31% | Reduce -9.1% | 2,509 | $628K |
| Mosaic Family Wealth Partners, LLC | 0.07% | Reduce -9.3% | 2,491 | $624K |
| Keystone Financial Group, Inc. | 0.32% | Add +0.2% | 2,462 | $616K |
| Elevated Capital Advisors, LLC | 0.14% | Reduce -1.4% | 2,458 | $615K |
| GWN Securities Inc. | 0.12% | Reduce -11.5% | 2,452 | $614K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +37.4% | 2,434 | $609K |
| Aspire Growth Partners LLC | 0.42% | Reduce -0.9% | 2,430 | $608K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -3.2% | 2,420 | $606K |
| Spectrum Wealth Advisory Group, LLC | 0.22% | Add +0.0% | 2,411 | $603K |
| Atlas Brown,Inc. | 0.18% | Add +6.4% | 2,401 | $601K |
| Estate Counselors, LLC | 0.05% | No change | 2,400 | $601K |
| Empire Life Investments Inc. | 0.03% | Add +4.3% | 2,400 | $601K |
| First Foundation Advisors | 0.02% | Reduce -0.2% | 2,400 | $601K |
| Empowered Funds, LLC | 0.01% | New | 2,399 | $600K |
| Cambria Investment Management, L.P. | 0.03% | New | 2,387 | $597K |
| JT Stratford LLC | 0.08% | Add +69.9% | 2,336 | $585K |
| Unify Financial Advisors | 0.61% | — | 2,321 | $581K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +1.7% | 2,238 | $560K |
| Maia Wealth LLC | 0.10% | Add +8.1% | 2,228 | $557K |
| Glen Eagle Advisors, LLC | 0.08% | Add +38.0% | 2,218 | $555K |
| Bay Rivers Group | 0.22% | Add +48.0% | 2,201 | $551K |
| Galaxy Group Investments LLC | 0.08% | New | 2,200 | $551K |
| Busey Bank | 0.01% | Reduce -1.4% | 2,193 | $549K |
| Wealthfront Advisers LLC | 0.00% | Add +37.0% | 2,175 | $544K |
| Semus Wealth Partners LLC | 0.29% | Add +46.7% | 2,160 | $541K |
| HBW Advisory Services LLC | 0.06% | Add +0.4% | 2,140 | $536K |
| Concorde Asset Management, LLC | 0.21% | Add +29.2% | 2,138 | $535K |
| Centric Wealth Management | 0.11% | Add +0.3% | 2,051 | $530K |
| Nwam LLC | 0.03% | Add +9.9% | 2,061 | $530K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,114 | $529K |
| Hershey Financial Advisers, LLC | 0.45% | New | 2,114 | $529K |
| 46 Peaks LLC | 0.39% | — | 2,105 | $527K |
| First Bank & Trust | 0.09% | No change | 2,099 | $525K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.1% | 2,089 | $523K |
| Oxinas Partners, LLC | 0.25% | Reduce -4.1% | 2,078 | $520K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.8% | 2,073 | $519K |
| Rinkey Investments | 0.13% | No change | 2,067 | $517K |
| Legacy Trust | 0.10% | No change | 2,060 | $516K |
| Fingerlakes Wealth Management, Inc. | 0.32% | Reduce -1.0% | 2,034 | $509K |
| Owen LaRue, LLC | 0.19% | Add +0.9% | 2,029 | $508K |
| O'Brien Wealth Partners LLC | 0.07% | New | 2,000 | $501K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +1.8% | 1,935 | $496K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $494K |
| New Millennium Group LLC | 0.21% | Reduce -1.7% | 1,954 | $489K |
| Santori & Peters, Inc. | 0.17% | Add +0.1% | 1,951 | $488K |
| Advisory Alpha, LLC | 0.01% | Add +40.3% | 1,944 | $487K |
| Edgestream Partners, L.P. | 0.01% | Reduce -7.8% | 1,936 | $485K |
| Continuum Advisory, LLC | 0.05% | Add +31.7% | 1,931 | $483K |
| Legacy Solutions, LLC | 0.42% | No change | 1,922 | $481K |
| Integrity Wealth Solutions LLC | 0.19% | Add +4.8% | 1,911 | $478K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -60.0% | 1,905 | $477K |
| Cornerstone Financial Group, LLC | 0.33% | Add +0.3% | 1,905 | $477K |
| Allen Capital Group, LLC | 0.04% | Reduce -2.2% | 1,896 | $475K |
| Lloyd Advisory Services, LLC. | 0.18% | Add +50.0% | 1,877 | $470K |
| Blue Jean Financial LLC | 0.38% | — | 1,864 | $467K |
| Virtus Family Office LLC | 0.40% | Add +25.4% | 1,856 | $465K |
| WealthPoint Financial, LLC | 0.40% | — | 1,854 | $464K |
| First Merchants Corp. | 0.02% | No change | 1,852 | $464K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 1,845 | $462K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 1,842 | $461K |
| Tandemgrowth Financial Advisors LLC | 0.40% | — | 1,825 | $457K |
| Jacobi Capital Management LLC | 0.03% | Reduce -1.5% | 1,814 | $454K |
| Lifeworks Advisors, LLC | 0.06% | Add +64.5% | 1,808 | $453K |
| Vision Retirement, LLC | 0.12% | — | 1,776 | $444K |
| Arrowroot Family Office, LLC | 0.16% | Reduce -1.6% | 1,771 | $443K |
| Empire Financial Management Company, LLC | 0.10% | No change | 1,763 | $441K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.6% | 1,756 | $440K |
| Kane Investment Management, Inc. | 0.21% | Reduce -8.7% | 1,754 | $439K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -3.2% | 1,743 | $436K |
| Bucket List Wealth Management, LLC | 0.26% | — | 1,729 | $433K |
| Larson Financial Group LLC | 0.01% | Reduce -4.2% | 1,728 | $432K |
| Alta Wealth Advisors LLC | 0.14% | New | 1,726 | $432K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -2.8% | 1,725 | $432K |
| Avantra Family Wealth, Inc. | 0.31% | Add +0.3% | 1,718 | $430K |
| Sterling Group Wealth Management, LLC | 0.21% | No change | 1,714 | $429K |
| KERR FINANCIAL PLANNING Corp | 0.58% | Add +9.8% | 1,754 | $429K |
| Coldstream Capital Management Inc. | 0.01% | Add +45.7% | 1,712 | $429K |
| Emissary Wealth LLC | 0.36% | — | 1,708 | $428K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -1.1% | 1,699 | $425K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +0.7% | 1,699 | $425K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Add +51.9% | 1,695 | $424K |
| Seros Financial, LLC | 0.25% | Add +6.6% | 1,683 | $421K |
| Cooper Financial Group | 0.04% | Reduce -14.8% | 1,683 | $421K |
| Northern Trust Corp. | 0.00% | Reduce -12.9% | 1,679 | $420K |
| Opinicus Capital, Inc. | 0.29% | Reduce -0.5% | 1,660 | $415K |
| Maripau Wealth Management LLC | 0.19% | Add +48.0% | 1,657 | $415K |
| Financial Life Advisors | 0.13% | No change | 1,653 | $414K |
| Breakwater Capital Group | 0.06% | Reduce -43.5% | 1,653 | $414K |
| Smithfield Trust Co | 0.02% | Add +12.1% | 1,636 | $413K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -0.4% | 1,647 | $412K |
| Facet Wealth, Inc. | 0.01% | New | 1,582 | $411K |
| Accredited Investor Services, LLC | 0.27% | No change | 1,643 | $411K |
| LifeSteps Financial, Inc. | 0.26% | Reduce -14.5% | 1,642 | $411K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +19.9% | 1,638 | $410K |
| White Lighthouse Investment Management Inc. | 0.06% | Reduce -19.3% | 1,633 | $409K |
| Parsons Capital Management Inc. | 0.02% | Reduce -1.4% | 1,610 | $403K |
| Northland Securities, Inc. | 0.39% | — | 1,604 | $401K |
| WBH Advisory Inc. | 0.03% | Reduce -86.7% | 1,602 | $401K |
| StoneX Group Inc. | 0.02% | Reduce -6.4% | 1,599 | $401K |
| Trust Co of the South | 0.06% | No change | 1,600 | $400K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $400K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.1% | 1,591 | $398K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.8% | 1,567 | $397K |
| Cary Street Partners Investment Advisory LLC | 0.11% | New | 1,587 | $397K |
| Strategy Asset Managers LLC | 0.06% | Add +58.1% | 1,573 | $394K |
| Benson Wealth Management INC | 0.44% | — | 1,562 | $391K |
| Pathstone Holdings, LLC | 0.00% | Reduce -35.4% | 1,562 | $391K |
| Calton & Associates, Inc. | 0.06% | Reduce -41.0% | 1,560 | $390K |
| Baron Financial Group, LLC | 0.21% | Reduce -1.3% | 1,555 | $389K |
| Veracity Capital LLC | 0.11% | Add +40.4% | 1,540 | $385K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -17.8% | 1,531 | $383K |
| Legacy Wealth Partners, LLC | 0.10% | — | 1,521 | $381K |
| Blue Capital, Inc. | 0.27% | Add +82.6% | 1,503 | $376K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,502 | $376K |
| Lunt Capital Management, Inc. | 0.14% | Add +3.0% | 1,500 | $375K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.1% | 1,481 | $371K |
| Merited Wealth, LLC | 0.34% | — | 1,479 | $370K |
| Capital Planning Advisors, LLC | 0.05% | New | 1,472 | $368K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -5.5% | 1,468 | $367K |
| Successful Portfolios LLC | 0.19% | Add +0.3% | 1,417 | $364K |
| Arcadia Wealth Management, LLC | 0.13% | Add +11.9% | 1,447 | $362K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 1,444 | $361K |
| Ewa, LLC | 0.09% | Reduce -3.1% | 1,442 | $361K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,438 | $360K |
| IAG Wealth Partners, LLC | 0.04% | Reduce -9.3% | 1,432 | $358K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.6% | 1,422 | $356K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -11.6% | 1,366 | $351K |
| First Trust Advisors LP | 0.00% | Add +4.0% | 1,399 | $350K |
| NewEdge Wealth, LLC | 0.00% | Add +67.8% | 1,394 | $349K |
| SYM FINANCIAL Corp | 0.04% | Add +4.9% | 1,381 | $346K |
| Composition Wealth, LLC | 0.00% | Add +8.5% | 1,376 | $344K |
| JBR Co Financial Management Inc | 0.14% | No change | 1,375 | $344K |
| James J. Burns & Company, LLC | 0.05% | Reduce -0.1% | 1,368 | $342K |
| Zhang Financial LLC | 0.01% | Add +35.7% | 1,357 | $340K |
| Capital Squared Financial LLC | 0.26% | Add +11.2% | 1,339 | $335K |
| Axis Wealth Partners, LLC | 0.18% | Add +41.6% | 1,331 | $333K |
| Legacy Capital Group California, Inc. | 0.08% | Add +8.5% | 1,326 | $332K |
| USAdvisors Wealth Management, LLC | 0.11% | Add +0.1% | 1,322 | $331K |
| Vista Investment Management | 0.11% | No change | 1,314 | $329K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 1,302 | $326K |
| J.Safra Asset Management Corp | 0.02% | New | 1,300 | $325K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +40.0% | 1,292 | $323K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.9% | 1,283 | $321K |
| Independent Advisor Alliance | 0.01% | New | 1,281 | $321K |
| Rede Wealth, LLC | 0.11% | New | 1,278 | $320K |
| Storen Legacy Partners, LLC | 0.10% | — | 1,270 | $318K |
| HMV Wealth Advisors, LLC | 0.16% | No change | 1,268 | $317K |
| Reyes Financial Architecture, Inc. | 0.19% | No change | 1,255 | $314K |
| Cape Investment Advisory, Inc. | 0.10% | Add +63.1% | 1,238 | $310K |
| Meeder Advisory Services, Inc. | 0.01% | Add +1.2% | 1,222 | $306K |
| MinichMacGregor Wealth Management, LLC | 0.06% | New | 1,214 | $304K |
| CogentBlue Wealth Advisors, LLC | 0.21% | Reduce -6.9% | 1,212 | $303K |
| Private Wealth Asset Management, LLC | 0.03% | Add +19.1% | 1,212 | $303K |
| Traction Financial Partners, LLC | 0.18% | Add +3.4% | 1,206 | $302K |
| CGN Advisors LLC | 0.02% | Reduce -31.5% | 1,206 | $302K |
| Opulen Financial Group LLC | 0.22% | Add +0.3% | 1,203 | $301K |
| Kastel Capital Advisors, LLC | 0.18% | — | 1,202 | $301K |
| Glassman Wealth Services | 0.04% | No change | 1,202 | $301K |
| ProVise Management Group, LLC | 0.02% | No change | 1,189 | $298K |
| Fisher Asset Management | 0.00% | Add +21.8% | 1,178 | $295K |
| Whalen Wealth Management Inc. | 0.16% | Add +24.3% | 1,165 | $292K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +1.1% | 1,159 | $290K |
| Allegheny Financial Group | 0.04% | No change | 1,153 | $289K |
| Aegis Wealth Management, Inc. | 0.23% | — | 1,147 | $287K |
| Royal Harbor Partners, LLC | 0.09% | No change | 1,146 | $287K |
| Lincoln Capital Corp. | 0.10% | Reduce -11.2% | 1,145 | $287K |
| Bank of Montreal | 0.00% | Add +48.4% | 1,132 | $283K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Add +3.3% | 1,126 | $282K |
| Midwest Trust Co | 0.00% | Reduce -16.6% | 1,122 | $281K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -1.1% | 1,120 | $280K |
| Strid Group, LLC | 0.03% | No change | 1,119 | $280K |
| Global Financial Private Client, LLC | 0.10% | New | 1,118 | $280K |
| Balefire, LLC | 0.05% | Add +8.3% | 1,116 | $279K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 1,112 | $278K |
| New Hampshire Trust | 0.05% | No change | 1,109 | $278K |
| Orion Capital Management LLC | 0.09% | Reduce -9.1% | 1,103 | $276K |
| Portside Wealth Group, LLC | 0.04% | Add +6.3% | 1,102 | $276K |
| Sierra Ocean, LLC | 0.23% | Reduce -3.9% | 1,100 | $275K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 1,098 | $275K |
| Ergawealth Advisors, Inc. | 0.13% | Reduce -24.3% | 1,098 | $275K |
| Collaborative Wealth Managment Inc. | 0.10% | Reduce -0.4% | 1,091 | $273K |
| 4J Wealth Management LLC | 0.15% | Add +0.1% | 1,078 | $270K |
| NCM Capital Management, LLC | 0.10% | Add +2.7% | 1,072 | $268K |
| Harvest Investment Services, LLC | 0.05% | Add +29.9% | 1,069 | $268K |
| Chancellor Financial Group WB LP | 0.18% | No change | 1,068 | $267K |
| Canandaigua National Trust Co of Florida | 0.17% | New | 1,059 | $265K |
| ADG Wealth Management Group, LLC | 0.20% | New | 1,058 | $265K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -3.6% | 1,057 | $265K |
| FourThought Financial Partners, LLC | 0.02% | No change | 1,056 | $264K |
| ASL Financial, LLC | 0.21% | — | 1,053 | $264K |
| Stonebrook Private Inc. | 0.05% | Reduce -52.3% | 1,047 | $262K |
| BBR Partners, LLC | 0.01% | No change | 1,045 | $262K |
| Meridian Investment Counsel Inc. | 0.06% | No change | 1,041 | $261K |
| TRUE Private Wealth Advisors | 0.03% | Add +2.7% | 1,039 | $260K |
| Summit Investment Advisory Services, LLC | 0.10% | Add +0.2% | 1,038 | $260K |
| Evergreen Capital Management LLC | 0.01% | No change | 1,032 | $258K |
| Gentry Private Wealth, LLC | 0.16% | No change | 1,031 | $258K |
| GoalVest Advisory LLC | 0.05% | New | 1,031 | $258K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 1,029 | $258K |
| Stonebridge Wealth Management, LLC | 0.25% | No change | 1,029 | $258K |
| Root Financial Partners, LLC | 0.01% | Reduce -3.0% | 1,028 | $257K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | — | 1,024 | $256K |
| Darwin Wealth Management, LLC | 0.08% | Add +0.1% | 1,023 | $256K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -65.0% | 1,020 | $255K |
| Gibbs Wealth Management | 0.06% | Add +0.8% | 991 | $255K |
| International Assets Investment Management, LLC | 0.02% | Add +17.0% | 1,003 | $251K |
| Financial Futures Ltd Liability Co. | 0.12% | Reduce -15.1% | 999 | $250K |
| Clark Capital Management Group, Inc. | 0.00% | Add +4.3% | 994 | $249K |
| TKG Advisors, LLC | 0.10% | Reduce -2.2% | 993 | $249K |
| Lakeridge Wealth Management LLC | 0.11% | Add +12.7% | 992 | $248K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -16.8% | 987 | $247K |
| Accredited Investors Inc. | 0.01% | Reduce -6.3% | 987 | $247K |
| Tennessee Valley Asset Management Partners | 0.03% | Add +17.3% | 984 | $246K |
| Poehling Capital Management, INC. | 0.05% | No change | 979 | $245K |
| Valued Retirements, Inc. | 0.24% | Add +0.5% | 969 | $243K |
| Curi Capital, LLC | 0.00% | Add +2.1% | 967 | $242K |
| Cadence Bank | 0.01% | Reduce -7.1% | 965 | $242K |
| Vanguard Group Inc. | 0.00% | Add +4.8% | 961 | $241K |
| Investment Advisory Services Inc. /TX | 0.08% | No change | 960 | $240K |
| Fifth Third Bancorp | 0.00% | Reduce -72.3% | 959 | $240K |
| XY Planning Network, Inc. | 0.04% | New | 949 | $238K |
| Leelyn Smith, LLC | 0.03% | Add +12.5% | 948 | $237K |
| Resurgent Financial Advisors LLC | 0.12% | Reduce -6.7% | 943 | $236K |
| Linscomb Wealth, Inc. | 0.01% | New | 942 | $236K |
| SC&H Financial Advisors, Inc. | 0.04% | New | 939 | $235K |
| Capital Advisory Group Advisory Services, LLC | 0.07% | Reduce -4.2% | 937 | $235K |
| Summit Wealth Partners, LLC | 0.04% | Add +2.4% | 935 | $234K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 931 | $233K |
| Intelligence Driven Advisers, LLC | 0.03% | No change | 927 | $232K |
| Key Financial Inc | 0.04% | Add +2.2% | 922 | $231K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -0.1% | 912 | $228K |
| American Capital Advisory, LLC | 0.10% | No change | 911 | $228K |
| Spinnaker Investment Group, LLC | 0.04% | New | 911 | $228K |
| Snowwater Investment Partners, LLC | 0.21% | — | 907 | $227K |
| FLP Wealth Management, LLC | 0.54% | New | 906 | $227K |
| Brookwood Investment Group LLC | 0.03% | Reduce -5.0% | 904 | $226K |
| Lockerman Financial Group, Inc. | 0.43% | New | 902 | $226K |
| Freedom Investment Management, Inc. | 0.07% | Add +13.3% | 901 | $226K |
| RDA Financial Network | 0.05% | Reduce -51.6% | 901 | $226K |
| Expressive Wealth LLC | 0.24% | — | 901 | $226K |
| 1ST Source Bank | 0.01% | Reduce -1.0% | 900 | $225K |
| Keystone Wealth Services, LLC | 0.05% | New | 898 | $225K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 891 | $223K |
| KW Wealth Management LLC | 0.34% | New | 887 | $222K |
| Insight Advisors, LLC/ PA | 0.03% | Add +0.1% | 879 | $220K |
| William John Sempolinski | 0.11% | — | 879 | $220K |
| Strategies Wealth Advisors, LLC | 0.02% | Add +2.1% | 875 | $219K |
| TrueWealth Advisors, LLC | 0.06% | New | 873 | $219K |
| Keating Financial Advisory Services, Inc. | 0.03% | — | 873 | $219K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -10.5% | 862 | $216K |
| Prosperity Wealth Management, Inc. | 0.07% | Reduce -1.7% | 861 | $215K |
| Sonoma Allocations LLC | 0.07% | Add +0.4% | 824 | $213K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 851 | $213K |
| Atticus Wealth Management, LLC | 0.05% | Add +0.2% | 848 | $212K |
| Intellus Advisors LLC | 0.03% | Reduce -18.0% | 845 | $212K |
| Integrity Financial Corp | 0.11% | Add +5.4% | 843 | $211K |
| Ritholtz Wealth Management | 0.00% | Add +4.2% | 841 | $210K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -27.6% | 840 | $210K |
| First PREMIER Bank | 0.05% | No change | 834 | $209K |
| Beaumont Financial Advisors, LLC | 0.01% | Reduce -5.5% | 832 | $208K |
| Bright Futures Wealth Management, LLC. | 0.16% | New | 831 | $208K |
| Occidental Asset Management, LLC | 0.03% | Add +0.7% | 830 | $208K |
| Connecticut Capital Management Group, LLC | 0.20% | — | 830 | $208K |
| AA Financial Advisors, LLC | 0.04% | New | 829 | $208K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -65.9% | 823 | $206K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.5% | 822 | $206K |
| Tme Financial, Inc. | 0.14% | Reduce -0.1% | 821 | $206K |
| Selective Wealth Management, Inc. | 0.06% | No change | 794 | $204K |
| Pacific Excel Wealth Advisors, Inc. | 0.38% | — | 809 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Add +14.1% | 808 | $202K |
| IPG Investment Advisors LLC | 0.04% | No change | 808 | $202K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Reduce -9.6% | 804 | $201K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 799 | $200K |
| Sunbelt Securities, Inc. | 0.01% | Add +4316.7% | 795 | $199K |
| GeoWealth Management, LLC | 0.01% | Reduce -90.4% | 787 | $197K |
| Asset Dedication, LLC | 0.01% | No change | 777 | $194K |
| Gilpin Wealth Management, LLC | 0.15% | — | 776 | $194K |
| Quadrant Capital Group LLC | 0.01% | Reduce -14.0% | 759 | $190K |
| Salomon & Ludwin, LLC | 0.02% | Reduce -0.3% | 735 | $188K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -1.7% | 732 | $185K |
| TD Capital Management LLC | 0.02% | Add +54.4% | 732 | $183K |
| Sankala Group LLC | 0.14% | — | 715 | $181K |
| Signaturefd, LLC | 0.00% | No change | 706 | $177K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 703 | $176K |
| JDM Financial Group LLC | 0.06% | No change | 645 | $161K |
| IMG Wealth Management, Inc. | 0.10% | No change | 635 | $159K |
| Angeles Wealth Management, LLC | 0.01% | New | 608 | $152K |
| Key Capital Management, INC | 0.15% | — | 590 | $148K |
| Kingdom Financial Group LLC. | 0.04% | New | 566 | $142K |
| Harbor Asset Planning, Inc. | 0.12% | Add +0.2% | 559 | $140K |
| CX Institutional | 0.00% | Add +8.0% | 557 | $140K |
| CENTRAL TRUST Co | 0.00% | Add +3.9% | 538 | $135K |
| New Republic Capital, LLC | 0.04% | Add +53.4% | 537 | $134K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -9.5% | 525 | $131K |
| Inlight Wealth Management, LLC | 0.05% | No change | 523 | $131K |
| Bogart Wealth, LLC | 0.01% | Reduce -7.9% | 514 | $129K |
| Legacy Wealth Managment, LLC | 0.06% | Add +394.1% | 499 | $125K |
| Crewe Advisors LLC | 0.01% | Reduce -3.9% | 493 | $123K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +62.3% | 461 | $117K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +0.2% | 465 | $117K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 455 | $114K |
| Ancora Advisors LLC | 0.00% | Add +68.3% | 441 | $110K |
| Comprehensive Financial Planning, Inc. | 0.07% | Add +0.2% | 432 | $108K |
| Trust Co. of Vermont | 0.00% | Add +4.4% | 429 | $107K |
| Richardson Financial Services Inc. | 0.03% | Add +1.2% | 422 | $106K |
| Independence Bank of Kentucky | 0.01% | New | 401 | $100K |
| Winthrop Capital Management, LLC | 0.02% | Add +0.3% | 394 | $99K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -2.7% | 390 | $98K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -53.9% | 385 | $96K |
| Wellington Shields & Co., LLC | 0.02% | Add +81.5% | 363 | $91K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.6% | 355 | $89K |
| Team Financial Group, LLC | 0.04% | Add +0.3% | 352 | $88K |
| Quest 10 Wealth Builders, Inc. | 0.08% | Add +31.7% | 349 | $87K |
| REAP Financial Group, LLC | 0.02% | Add +52.0% | 348 | $87K |
| Westside Investment Management, Inc. | 0.01% | No change | 346 | $87K |
| Aviso Financial Inc. | 0.00% | Reduce -79.8% | 342 | $86K |
| Prosperity Bancshares Inc | 0.08% | — | 338 | $85K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $85K |
| Wells Financial Advisors INC | 0.16% | New | 335 | $84K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 331 | $83K |
| S&T Bank | 0.03% | No change | 323 | $81K |
| Hantz Financial Services, Inc. | 0.00% | Add +8.5% | 295 | $74K |
| Rothschild Investment LLC | 0.00% | New | 295 | $74K |
| Abound Wealth Management | 0.02% | Add +52.9% | 266 | $67K |
| CNB Bank | 0.03% | No change | 263 | $66K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 259 | $65K |
| Measured Wealth Private Client Group, LLC | 0.02% | New | 254 | $64K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 250 | $63K |
| Realta Investment Advisors | 0.02% | No change | 243 | $61K |
| Hilltop National Bank | 0.01% | No change | 230 | $58K |
| Spirit of America Management Corp. | 0.01% | Reduce -72.3% | 218 | $56K |
| Harbor Investment Advisory, LLC | 0.00% | Add +45.2% | 225 | $56K |
| Nemes Rush Group LLC | 0.01% | New | 217 | $54K |
| GAMMA Investing LLC | 0.00% | No change | 216 | $54K |
| Operose Advisors LLC | 0.01% | Add +14.5% | 213 | $53K |
| MPWM Advisory Solutions, LLC | 0.03% | Reduce -2.3% | 210 | $53K |
| FWL Investment Management, LLC | 0.01% | No change | 200 | $50K |
| Kings Path Partners LLC | 0.02% | No change | 194 | $48K |
| DecisionPoint Financial, LLC | 0.01% | Add +74.5% | 178 | $45K |
| Clark Wealth Partners | 0.03% | No change | 177 | $44K |
| Family Capital Trust Co | 0.01% | No change | 176 | $44K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 173 | $43K |
| HM Payson & Co. | 0.00% | No change | 171 | $43K |
| Luminist Capital LLC | 0.05% | No change | 170 | $43K |
| Y.D. More Investments Ltd | 0.00% | No change | 170 | $43K |
| Bfsg, LLC | 0.00% | No change | 166 | $42K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 165 | $41K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 161 | $40K |
| Dunhill Financial, LLC | 0.01% | New | 158 | $40K |
| Maseco LLP | 0.00% | New | 156 | $39K |
| Ares Financial Consulting, LLC | 0.04% | — | 156 | $39K |
| NBT Bank, N.A. | 0.00% | Reduce -2.3% | 250 | $38K |
| Islay Capital Management, LLC | 0.02% | No change | 150 | $38K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 145 | $36K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 130 | $33K |
| Arlington Trust Co LLC | 0.00% | No change | 131 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -9.1% | 130 | $33K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 127 | $32K |
| Howe & Rusling Inc. | 0.00% | No change | 126 | $32K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 124 | $31K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 121 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 120 | $30K |
| Ameriflex Group, Inc. | 0.02% | Reduce -26.5% | 119 | $30K |
| Curio Wealth, LLC | 0.01% | Add +81.0% | 114 | $29K |
| WFA of San Diego, LLC | 0.02% | No change | 116 | $29K |
| TFC Financial Management, Inc. | 0.00% | No change | 108 | $27K |
| Millstone Evans Group, LLC | 0.02% | Add +33.3% | 108 | $27K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +176.3% | 105 | $26K |
| Eagle Bay Advisors LLC | 0.02% | New | 103 | $26K |
| Dagco, Inc. | 0.01% | New | 100 | $25K |
| Cary Street Partners Financial LLC | 0.00% | New | 99 | $25K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 97 | $24K |
| Triumph Capital Management | 0.01% | New | 92 | $23K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 90 | $23K |
| Imprint Wealth LLC | 0.11% | Reduce -63.3% | 90 | $23K |
| Strive Financial Group ,LLC | 0.01% | — | 87 | $22K |
| Eastern Bank | 0.00% | New | 87 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $21K |
| Signature Equity Partners, LLC | 0.01% | — | 82 | $21K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -1.2% | 81 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -18.2% | 81 | $20K |
| Bokf, NA | 0.00% | No change | 77 | $19K |
| Concord Wealth Partners | 0.00% | No change | 74 | $19K |
| EPG Wealth Management LLC | 0.00% | Reduce -7.8% | 71 | $18K |
| Rossby Financial, LCC | 0.01% | Add +27.8% | 69 | $17K |
| Caldwell Trust Co | 0.00% | No change | 68 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 67 | $17K |
| Hurley Capital, LLC | 0.01% | New | 65 | $16K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $15K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 59 | $15K |
| 2UniFi Bank | 0.01% | New | 58 | $15K |
| Family Manage LLC | 0.00% | No change | 57 | $14K |
| Avion Wealth | 0.00% | Reduce -90.7% | 58 | $14K |
| United Financial Planning Group LLC | 0.01% | Reduce -55.0% | 50 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 49 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 45 | $11K |
| Phillips Financial Management, LLC | 0.00% | No change | 45 | $11K |
| Walsh & Associates, LLC | 0.01% | — | 42 | $11K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 42 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 38 | $10K |
| Tucker Asset Management LLC | 0.00% | New | 36 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +100.0% | 36 | $9K |
| Decker Retirement Planning Inc. | 0.00% | New | 35 | $9K |
| Archer Investment Corp | 0.00% | No change | 33 | $8K |
| Networth Advisors, LLC | 0.01% | — | 31 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 31 | $8K |
| Fortitude Family Office, LLC | 0.00% | Reduce -77.0% | 28 | $7K |
| Security National Bank | 0.00% | New | 28 | $7K |
| Costello Asset Management, INC | 0.00% | No change | 28 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $7K |
| Dynamic Wealth Strategies, LLC | 0.00% | New | 27 | $7K |
| Investors Research Corp | 0.00% | No change | 26 | $7K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $7K |
| Motco | 0.00% | No change | 23 | $6K |
| Elyxium Wealth, LLC | 0.00% | New | 21 | $5K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 21 | $5K |
| HighMark Wealth Management LLC | 0.00% | Reduce -13.0% | 20 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 19 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 18 | $5K |
| Atomic Invest LLC | 0.00% | — | 18 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $4K |
| Optima Capital LLC | 0.00% | New | 16 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 16 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 14 | $4K |
| SouthState Bank Corp | 0.00% | No change | 14 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 13 | $3K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -98.6% | 13 | $3K |
| Garner Asset Management Corp | 0.00% | New | 13 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 13 | $3K |
| NFSG Corp | 0.00% | New | 12 | $3K |
| Tompkins Financial Corp. | 0.00% | New | 12 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -90.7% | 10 | $3K |
| RHL Group, LLC | 0.00% | — | 9 | $2K |
| Manchester Capital Management LLC | 0.00% | New | 9 | $2K |
| NorthAvenue LLC | 0.00% | — | 8 | $2K |
| Center for Financial Planning, Inc. | 0.00% | New | 7 | $2K |
| Horizon Investments, LLC | 0.00% | New | 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 |
| Hilton Head Capital Partners, LLC | 0.00% | — | 5 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Chelsea Counsel Co. | 0.00% | No change | 4 | $1K |
| Grand Wealth Management, LLC | 0.00% | New | 4 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 4 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 4 | $1K |
| Barrett & Company, Inc. | 0.00% | New | 3 | $753 |
| Robinswood Financial LLC | 0.00% | No change | 3 | $750 |
| Princeton Global Asset Management LLC | 0.00% | New | 3 | $706 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 2 | $504 |
| Bayban | 0.00% | — | 2 | $501 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 1 | $266 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 79 | $79 |
"% 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.