iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2026 (March 31)1,062holders +9
92new positions
75sold out
6famous investors
$240.17avg. 13F price*
At the end of Q1 2026, 1,062 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 9 from Q4 2025. 92 opened new positions and 75 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Mercer Global Advisors Inc. ($2.0B) and FMR LLC ($1.3B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $105.8M |
| Exits | 75 | $178.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,414,500 shares bought and 3,359,256 shares sold, net +1,055,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,062 holders
| Envestnet Asset Management Inc. | 0.54% | Add +7.5% | 8,471,268 | $2.0B |
| Mercer Global Advisors Inc. | 2.98% | Add +7.2% | 8,388,874 | $2.0B |
| FMR LLC | 0.07% | Add +15.3% | 5,483,464 | $1.3B |
| LPL Financial LLC | 0.21% | Add +2.3% | 3,366,370 | $807.9M |
| Raymond James Financial Inc. | 0.24% | Add +2.0% | 3,281,064 | $787.4M |
| Morgan Stanley | 0.04% | Add +8.0% | 3,082,019 | $739.7M |
| BlackRock, Inc. | 0.01% | Add +1.7% | 1,623,570 | $389.6M |
| Ameriprise Financial Inc. | 0.08% | Reduce -0.6% | 1,367,576 | $328.2M |
| State of Michigan Retirement System | 1.70% | Add +4.1% | 1,340,090 | $321.6M |
| Blue Trust, Inc. | 3.50% | Add +2.6% | 1,274,963 | $306.0M |
| Cerity Partners LLC | 0.40% | Add +2.3% | 1,183,078 | $283.9M |
| Assetmark, Inc. | 0.57% | Reduce -21.8% | 1,174,251 | $281.8M |
| Bank of America Corp. | 0.02% | Reduce -7.1% | 1,169,637 | $280.7M |
| Cwm, LLC | 0.72% | Add +0.7% | 1,149,067 | $275.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.6% | 1,144,110 | $264.0M |
| Corient Private Wealth LP | 0.33% | Add +9.2% | 974,018 | $233.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.01% | Reduce -1.4% | 960,399 | $230.5M |
| Wells Fargo & Company | 0.04% | Add +0.1% | 845,066 | $202.8M |
| Park Avenue Securities LLC | 1.35% | Add +1.6% | 722,484 | $173.4M |
| UBS Group AG | 0.03% | Reduce -8.5% | 707,960 | $169.9M |
| Envestnet Portfolio Solutions, Inc. | 0.94% | Reduce -2.0% | 706,374 | $169.5M |
| Orgel Wealth Management, LLC | 3.54% | Add +1.1% | 683,699 | $164.1M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -37.4% | 614,259 | $151.0M |
| MML Investors Services, LLC | 0.42% | Reduce -9.9% | 626,007 | $150.2M |
| Cetera Investment Advisers | 0.16% | Add +0.7% | 611,551 | $146.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +5.0% | 601,408 | $144.3M |
| Royal Bank of Canada | 0.02% | Add +5.6% | 507,713 | $121.8M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -4.3% | 481,997 | $115.7M |
| Foundations Investment Advisors, LLC | 1.31% | Add +10.0% | 440,369 | $105.7M |
| Symmetry Partners, LLC | 5.97% | Add +4.6% | 435,693 | $104.6M |
| Bank of New York Mellon Corp | 0.02% | Add +10.6% | 424,939 | $102.0M |
| OneDigital Investment Advisors LLC | 0.99% | Add +4.8% | 422,147 | $101.3M |
| Savant Capital, LLC | 0.47% | Reduce -5.9% | 401,793 | $96.4M |
| NewEdge Advisors, LLC | 0.35% | Add +6.0% | 398,773 | $95.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +5.4% | 384,032 | $92.2M |
| Arizona PSPRS Trust | 3.19% | Add +0.1% | 361,375 | $86.7M |
| Captrust Financial Advisors | 0.15% | Add +59.0% | 358,564 | $86.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -3.3% | 357,531 | $85.8M |
| Merit Financial Group, LLC | 0.62% | Add +13.7% | 345,340 | $82.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -16.1% | 341,254 | $81.9M |
| Stifel Financial Corp. | 0.07% | Add +5.5% | 332,532 | $79.8M |
| Osaic Holdings, Inc. | 0.11% | Reduce -5.1% | 324,536 | $78.0M |
| Foster Group, Inc. | 2.27% | Add +3.1% | 317,760 | $76.3M |
| High Probability Advisors, LLC | 9.65% | Reduce -2.3% | 314,322 | $75.4M |
| JB Capital LLC | 2.77% | Add +3.3% | 285,999 | $68.6M |
| Citigroup Inc. | 0.04% | Reduce -49.8% | 252,646 | $60.6M |
| Sanctuary Advisors, LLC | 0.32% | Add +3.9% | 242,941 | $58.3M |
| Strategic Financial Services, Inc. | 2.58% | Add +1.4% | 225,567 | $54.1M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +9.0% | 225,408 | $54.1M |
| United Capital Financial Advisors, LLC | 0.32% | Add +1.0% | 214,260 | $51.5M |
| Armbruster Capital Management, Inc. | 8.36% | Add +0.2% | 212,578 | $51.0M |
| Advocacy Wealth Management, LLC | 2.14% | Add +6.7% | 201,441 | $48.3M |
| Jones Financial Companies LLLP | 0.02% | Add +14.3% | 203,336 | $47.9M |
| Keybank National Association | 0.16% | Reduce -3.7% | 185,846 | $44.6M |
| Kathmere Capital Management, LLC | 2.69% | Add +2.8% | 180,808 | $43.4M |
| Truist Financial Corp. | 0.05% | Add +2.9% | 164,221 | $39.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +31.6% | 161,287 | $38.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.4% | 157,268 | $37.7M |
| Sanchez Wealth Management Group | 8.07% | Add +2.6% | 155,489 | $37.3M |
| Lido Advisors, LLC | 0.15% | Add +1.4% | 155,224 | $37.3M |
| New York Life Investment Management LLC | 0.32% | Reduce -6.9% | 155,163 | $37.2M |
| Atria Investments, Inc | 0.39% | Add +8.6% | 146,280 | $35.1M |
| Apella Capital, LLC | 0.51% | Reduce -5.5% | 125,583 | $34.5M |
| Acropolis Investment Management, LLC | 1.51% | Add +1.9% | 141,946 | $34.1M |
| Mullooly Asset Management, Inc. | 12.19% | Reduce -2.0% | 137,593 | $33.0M |
| 1900 Wealth Management LLC | 2.05% | Reduce -0.8% | 132,730 | $31.9M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +9.7% | 132,677 | $31.8M |
| Ameritas Advisory Services, LLC | 1.19% | Reduce -4.9% | 127,082 | $30.5M |
| AE Wealth Management LLC | 0.16% | Reduce -3.3% | 125,877 | $30.2M |
| Two Sigma Investments, LP | 0.03% | New | 125,199 | $30.0M |
| Stonehearth Capital Management, LLC | 11.79% | Reduce -2.1% | 124,002 | $29.8M |
| Savvy Advisors, Inc. | 0.75% | Add +16.9% | 115,983 | $27.8M |
| M&T Bank Corp | 0.09% | Reduce -1.6% | 113,868 | $27.3M |
| Oppenheimer & Co. Inc. | 0.32% | Add +4.9% | 110,260 | $26.5M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -1.0% | 104,787 | $25.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.42% | Add +6.2% | 103,782 | $24.9M |
| HighTower Advisors, LLC | 0.03% | Add +185.7% | 102,208 | $24.5M |
| Icon Wealth Advisors, LLC | 1.55% | Add +12.1% | 86,036 | $23.9M |
| Thrivent Financial for Lutherans | 0.05% | Add +3.3% | 100,243 | $23.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -1.6% | 97,295 | $23.3M |
| Mariner, LLC | 0.03% | Reduce -5.4% | 96,834 | $23.2M |
| Prime Capital Investment Advisors, LLC | 0.26% | Add +273.3% | 94,000 | $22.6M |
| Convergence Financial, LLC | 2.27% | Add +5.4% | 88,345 | $21.4M |
| Bell Investment Advisors, Inc | 3.31% | Reduce -4.5% | 88,196 | $21.2M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.3% | 84,687 | $20.3M |
| Journey Strategic Wealth LLC | 0.49% | Add +1.7% | 81,997 | $19.7M |
| Private Advisor Group, LLC | 0.09% | Reduce -0.6% | 77,857 | $18.7M |
| SteelPeak Wealth, LLC | 0.58% | Reduce -3.8% | 77,484 | $18.6M |
| Mgo One Seven LLC | 0.37% | Add +13.5% | 76,064 | $18.3M |
| Oppenheimer Asset Management Inc. | 0.21% | Add +0.4% | 75,993 | $18.2M |
| Straight Path Wealth Management | 4.87% | Add +5.2% | 75,912 | $18.2M |
| Glenview Trust Co | 0.28% | Reduce -0.7% | 74,224 | $17.8M |
| Trinity Wealth Management, LLC | 6.19% | Reduce -0.2% | 70,208 | $16.8M |
| Prudent Investors Network, Inc. | 3.61% | Reduce -0.3% | 69,141 | $16.6M |
| Creative Planning | 0.01% | Add +4.2% | 67,722 | $16.3M |
| Scarborough Advisors, LLC | 1.76% | Reduce -9.9% | 66,962 | $16.1M |
| Sagespring Wealth Partners, LLC | 0.29% | Reduce -3.8% | 66,172 | $15.9M |
| Sharkey, Howes & Javer | 2.13% | Add +5.6% | 65,955 | $15.8M |
| Oxford Financial Group, LTD. LLC | 0.85% | Reduce -5.0% | 65,890 | $15.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -5.4% | 63,969 | $15.4M |
| Stone House Investment Management, LLC | 2.70% | Add +6.3% | 62,787 | $15.1M |
| Shepherd Financial Partners LLC | 1.42% | Add +3.7% | 62,582 | $15.0M |
| NorthRock Partners, LLC | 0.24% | Add +8.2% | 62,429 | $15.0M |
| Journey Advisory Group, LLC | 1.27% | Reduce -4.1% | 61,587 | $14.8M |
| CFO4Life Group, LLC | 2.23% | Reduce -0.6% | 60,865 | $14.6M |
| D'Orazio & Associates, Inc. | 1.86% | Add +3.9% | 59,715 | $14.3M |
| CPC Advisors, LLC | 2.27% | Reduce -19.3% | 58,268 | $14.0M |
| Pettinga Financial Advisors LLC | 2.63% | Add +17.2% | 58,189 | $14.0M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.0% | 56,149 | $13.5M |
| Citadel Advisors | 0.01% | Add +110.2% | 54,548 | $13.1M |
| Summit Wealth Group, LLC | 2.93% | Add +0.3% | 53,142 | $12.8M |
| Equitable Holdings, Inc. | 0.08% | Add +14.1% | 50,952 | $12.8M |
| Franklin Resources Inc. | 0.00% | Add +36.3% | 52,689 | $12.6M |
| Elevation Point Wealth Partners, LLC | 0.30% | Add +24.9% | 51,988 | $12.5M |
| Tudor Investment Corporation | 0.07% | New | 51,658 | $12.4M |
| &partners | 0.06% | Reduce -0.2% | 51,301 | $12.3M |
| Well Done, LLC | 1.80% | Reduce -3.2% | 51,056 | $12.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -14.8% | 50,939 | $12.2M |
| Stokes Family Office, LLC | 1.23% | Reduce -7.0% | 49,474 | $11.9M |
| Centaurus Financial, Inc. | 0.55% | Add +20.9% | 48,550 | $11.7M |
| Chicago Partners Investment Group LLC | 0.25% | Reduce -0.3% | 40,975 | $11.3M |
| Jane Street Group, LLC | 0.01% | Reduce -49.2% | 46,586 | $11.2M |
| PAX Financial Group, LLC | 1.88% | Add +14.1% | 46,025 | $11.0M |
| Anderson Hoagland & Co. | 0.93% | Add +19.9% | 45,160 | $10.8M |
| Trek Financial, LLC | 0.57% | Add +10.0% | 44,469 | $10.7M |
| Scissortail Wealth Management, LLC | 2.14% | Add +452.4% | 44,466 | $10.7M |
| Opes Wealth Management LLC | 1.80% | Reduce -0.3% | 43,877 | $10.5M |
| Strategic Blueprint, LLC | 0.61% | Add +6.0% | 43,856 | $10.5M |
| Keystone Financial Services | 3.06% | Add +52.3% | 43,444 | $10.4M |
| Gateway Wealth Partners, LLC | 0.40% | Add +228.8% | 43,168 | $10.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.20% | Add +6.5% | 42,978 | $10.3M |
| Kelly Financial Services LLC | 2.46% | Add +5.8% | 42,601 | $10.2M |
| Keystone Financial Group | 0.69% | Add +9.9% | 41,581 | $10.1M |
| Royal Fund Management, LLC | 0.96% | Reduce -2.7% | 41,866 | $10.1M |
| Trilogy Capital Inc. | 0.44% | Reduce -8.4% | 41,250 | $9.9M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -0.1% | 40,018 | $9.8M |
| Garrett Wealth Advisory Group, LLC | 1.74% | Reduce -1.2% | 40,787 | $9.8M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +11.4% | 40,259 | $9.7M |
| Beacon Financial Group | 0.96% | Add +5.0% | 40,113 | $9.6M |
| Midwest Capital Advisors, LLC | 4.45% | Add +4.4% | 39,723 | $9.5M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.1% | 39,279 | $9.4M |
| Point72 Asset Management | 0.02% | New | 39,152 | $9.4M |
| Meredith Wealth Planning | 2.51% | Reduce -54.5% | 38,675 | $9.3M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Reduce -28.5% | 38,641 | $9.3M |
| Jmac Enterprises LLC | 1.77% | Add +2.2% | 38,563 | $9.3M |
| Liberty Wealth Management LLC | 1.15% | Add +27.6% | 38,474 | $9.2M |
| Regal Investment Advisors LLC | 0.53% | Add +7.6% | 38,459 | $9.2M |
| AQR Capital Management | 0.00% | Add +33.5% | 37,597 | $9.0M |
| Tsfg, LLC | 1.37% | Add +6.0% | 37,552 | $9.0M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -4.2% | 36,487 | $8.8M |
| ONE Advisory Partners, LLC | 2.69% | Add +2.9% | 36,347 | $8.7M |
| Diversify Wealth Management, LLC | 0.16% | Add +56.0% | 31,398 | $8.7M |
| Brookstone Capital Management | 0.10% | Reduce -5.9% | 36,261 | $8.7M |
| Alexis Investment Partners, LLC | 5.94% | Add +14.3% | 37,396 | $8.6M |
| Swmg, LLC | 2.44% | Add +4.5% | 35,642 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +32.1% | 35,437 | $8.5M |
| Claris Financial LLC | 4.60% | Reduce -0.9% | 35,039 | $8.4M |
| Vise Technologies, Inc. | 0.16% | No change | 33,360 | $8.4M |
| Elevated Financial Group LLC | 2.74% | Add +31.5% | 34,457 | $8.3M |
| Financial Architects, LLC | 4.28% | Add +3.1% | 33,835 | $8.1M |
| Legacy Financial Group LLC | 1.02% | Add +4.6% | 33,679 | $8.1M |
| Provida Pension Fund Administrator | 0.14% | Reduce -70.8% | 33,632 | $8.1M |
| HRT Financial LP | 0.02% | New | 33,587 | $8.1M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -36.0% | 33,383 | $8.0M |
| Shufro Rose & Co. LLC | 0.54% | Add +1.4% | 33,008 | $7.9M |
| World Investment Advisors | 0.13% | Add +3.5% | 32,976 | $7.9M |
| Csenge Advisory Group | 0.36% | Add +2.8% | 32,911 | $7.9M |
| Modern Wealth Management, LLC | 0.13% | Add +45.0% | 31,785 | $7.8M |
| Tacita Capital Inc | 4.58% | Reduce -1.6% | 32,220 | $7.7M |
| Rothschild Wealth LLC | 0.70% | Add +9.8% | 32,146 | $7.7M |
| Vident Advisory, LLC | 0.06% | Add +24.7% | 31,544 | $7.6M |
| Kilter Group LLC | 3.26% | Add +7.3% | 31,511 | $7.6M |
| Brickley Wealth Management | 1.29% | No change | 31,458 | $7.5M |
| Capital Planning LLC | 2.38% | Reduce -7.8% | 30,536 | $7.3M |
| Strategic Investment Advisors / MI | 0.50% | Reduce -1.4% | 30,341 | $7.3M |
| Lineweaver Wealth Advisors, LLC | 0.98% | Add +2.4% | 30,169 | $7.2M |
| PW Nova Financial Services LLC | 1.95% | Reduce -0.3% | 29,883 | $7.2M |
| Wealth Alliance, LLC | 0.71% | Reduce -5.5% | 29,794 | $7.2M |
| Advyzon Investment Management, LLC | 0.63% | Add +128.1% | 29,309 | $7.0M |
| Dorsey Wright & Associates | 0.87% | Add +147.8% | 29,213 | $7.0M |
| Harbour Investments, Inc. | 0.11% | Reduce -16.2% | 29,158 | $7.0M |
| Haverford Trust Co | 0.06% | Add +13.5% | 28,972 | $7.0M |
| Apollon Wealth Management, LLC | 0.11% | Add +4.0% | 28,968 | $7.0M |
| Choreo, LLC | 0.08% | Reduce -2.4% | 28,774 | $6.9M |
| Sovran Advisors, LLC | 0.54% | Add +14.2% | 24,107 | $6.8M |
| Perennial Investment Advisors, LLC | 0.55% | Reduce -9.1% | 28,490 | $6.8M |
| Invst, LLC | 0.74% | Reduce -4.7% | 27,256 | $6.5M |
| Independent Financial Group, LLC | 0.15% | Add +8.9% | 27,051 | $6.5M |
| Bay Harbor Wealth Management, LLC | 1.68% | Add +4.3% | 27,030 | $6.5M |
| Mascoma Wealth Management LLC | 1.34% | Reduce -5.2% | 27,018 | $6.5M |
| Principal Securities, Inc. | 0.09% | Add +113.5% | 26,597 | $6.4M |
| WealthShield Partners, LLC | 0.71% | Add +2.6% | 26,550 | $6.4M |
| Snowden Capital Advisors LLC | 0.17% | Add +34.7% | 26,529 | $6.4M |
| BCGM Wealth Management, LLC | 1.58% | Add +2.1% | 26,214 | $6.3M |
| Kingswood Wealth Advisors, LLC | 0.30% | Reduce -8.1% | 26,209 | $6.3M |
| Sax Wealth Advisors, LLC | 0.30% | No change | 25,046 | $6.3M |
| VestGen Advisors, LLC | 0.17% | Add +93.8% | 20,488 | $6.2M |
| Atlas Capital Advisors Inc. | 0.71% | No change | 25,716 | $6.2M |
| Professional Financial Advisors, LLC | 1.24% | Add +12.4% | 25,404 | $6.1M |
| Claro Advisors Inc. | 0.73% | Add +4.3% | 25,147 | $6.0M |
| Sound Portfolio Advisors, LLC | 4.89% | Add +0.8% | 25,099 | $6.0M |
| Unison Advisors LLC | 0.45% | Add +2.9% | 24,966 | $6.0M |
| Scotia Capital Inc. | 0.02% | Add +25.9% | 24,938 | $6.0M |
| Tradition Wealth Management, LLC | 0.42% | Add +1.9% | 24,460 | $5.9M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -7.0% | 24,322 | $5.8M |
| RHS Financial, LLC | 2.76% | Reduce -8.6% | 24,265 | $5.8M |
| Forefront Analytics, LLC | 5.29% | Reduce -52.1% | 24,234 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -76.3% | 23,853 | $5.7M |
| Avant Capital LLC | 4.01% | Reduce -4.0% | 23,760 | $5.7M |
| 360 Financial, Inc. | 1.71% | Reduce -1.6% | 23,665 | $5.7M |
| ShoreHaven Wealth Partners, LLC | 2.02% | Add +4.2% | 23,482 | $5.6M |
| Capital Analysts, LLC | 0.15% | Add +16.9% | 23,430 | $5.6M |
| O'shaughnessy Asset Management, LLC | 0.03% | Add +45.1% | 23,332 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +4.0% | 23,081 | $5.5M |
| Cozad Asset Management Inc. | 0.43% | Reduce -0.5% | 22,929 | $5.5M |
| Indivisible Partners | 0.47% | Add +137.8% | 22,054 | $5.3M |
| Cibc World Market Inc. | 0.01% | Add +24.3% | 21,748 | $5.2M |
| Peddock Capital Advisors, LLC | 1.12% | Add +6.2% | 21,178 | $5.1M |
| Peak Wealth Management LLC | 4.17% | Add +8.6% | 21,169 | $5.1M |
| Allworth Financial LP | 0.02% | Add +0.3% | 20,926 | $5.0M |
| WCG Wealth Advisors LLC | 0.14% | Add +26.2% | 20,457 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +9.7% | 20,409 | $4.9M |
| First Business Financial Services, Inc. | 0.43% | No change | 20,335 | $4.9M |
| Gallagher Fiduciary Advisors, LLC | 0.19% | Add +27.9% | 20,156 | $4.8M |
| Archer Investment Management, LLC | 2.03% | Add +271.1% | 20,091 | $4.8M |
| Keebeck Wealth Management | 0.54% | Add +14.6% | 20,032 | $4.8M |
| Fifth Third Bancorp | 0.01% | Add +1942.7% | 19,589 | $4.7M |
| Archvest Wealth Advisors, Inc. | 3.01% | Add +5.3% | 19,436 | $4.7M |
| Advisory Services Network, LLC | 0.06% | Add +14.6% | 19,298 | $4.6M |
| Fortis Group Advisors, LLC | 0.76% | Add +6.0% | 16,203 | $4.6M |
| AssuredPartners Investment Advisors, LLC | 0.50% | New | 18,577 | $4.6M |
| Beacon Bridge Wealth Partners, LLC | 1.53% | Reduce -15.7% | 19,058 | $4.6M |
| Plotkin Financial Advisors, LLC | 2.28% | Reduce -0.2% | 18,919 | $4.5M |
| Guerra Pan Advisors, LLC | 2.80% | Reduce -0.8% | 18,880 | $4.5M |
| Resolute Wealth Advisor, Inc. | 2.57% | — | 18,790 | $4.5M |
| Bellwether Advisors, LLC | 0.76% | Add +0.5% | 18,644 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -23.2% | 18,596 | $4.5M |
| SigFig Wealth Management, LLC | 0.13% | Add +19.6% | 18,479 | $4.4M |
| Western Wealth Management, LLC | 0.17% | Add +26.4% | 18,263 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -36.8% | 18,260 | $4.4M |
| Twin Peaks Wealth Advisors, LLC | 1.10% | Add +21.4% | 18,145 | $4.4M |
| Rik Saylor Financial, Inc. | 3.30% | Reduce -0.6% | 18,108 | $4.3M |
| Quadrant Private Wealth Management, LLC | 0.66% | Add +12.1% | 17,795 | $4.3M |
| IFP Advisors, Inc | 0.09% | Reduce -5.8% | 17,733 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.3% | 17,681 | $4.2M |
| Elevation Capital Advisory, LLC | 1.80% | Add +11.4% | 17,621 | $4.2M |
| Beacon Financial Planning, Inc. | 1.61% | Add +94.0% | 17,324 | $4.2M |
| Horst & Graben Wealth Management LLC | 0.57% | Add +2.8% | 14,766 | $4.1M |
| Washburn Capital Management, Inc. | 2.40% | Add +6.9% | 17,233 | $4.1M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.24% | No change | 17,200 | $4.1M |
| Town Capital LLC | 3.32% | Add +61.9% | 17,117 | $4.1M |
| 5T Wealth, LLC | 1.62% | Add +7.1% | 17,066 | $4.1M |
| RoundAngle Advisors LLC | 3.05% | Add +1.1% | 17,030 | $4.1M |
| First Heartland Consultants, Inc. | 0.31% | Add +10.9% | 16,907 | $4.1M |
| Oxford Wealth Group, LLC | 2.21% | Reduce -6.2% | 16,876 | $4.0M |
| Sound Financial Strategies Group, LLC | 2.75% | Add +0.5% | 16,770 | $4.0M |
| Sig Brokerage, LP | 1.13% | Add +40.9% | 16,639 | $4.0M |
| Audent Global Asset Management, LLC | 3.96% | Reduce -80.7% | 10,675 | $4.0M |
| True Vision MN LLC | 2.04% | Add +8.9% | 16,478 | $4.0M |
| Shepherd Kaplan Krochuk, LLC | 3.30% | Reduce -1.9% | 16,380 | $3.9M |
| Sigma Planning Corp | 0.11% | Reduce -4.5% | 16,281 | $3.9M |
| Endeavor Private Wealth, Inc. | 1.12% | Add +14.8% | 16,210 | $3.9M |
| Columbia Advisory Partners LLC | 2.46% | Add +1.5% | 16,035 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +3.2% | 15,945 | $3.8M |
| Core Wealth Advisors, LLC | 2.92% | Add +4.6% | 15,816 | $3.8M |
| CVA Family Office, LLC | 0.40% | Reduce -1.2% | 15,773 | $3.8M |
| Independent Solutions Wealth Management, LLC | 0.55% | Add +68.0% | 15,695 | $3.8M |
| WMS Group LLC | 5.40% | Add +32.6% | 15,463 | $3.7M |
| Cypress Wealth Services, LLC | 0.52% | Add +3.5% | 15,294 | $3.7M |
| SWP Financial LLC | 1.87% | Add +0.9% | 15,283 | $3.7M |
| Arrow Investment Advisors, LLC | 3.76% | Reduce -5.3% | 14,705 | $3.5M |
| Sowell Financial Services LLC | 0.13% | Add +5.5% | 14,584 | $3.5M |
| Southland Equity Partners LLC | 0.68% | Reduce -3.6% | 14,559 | $3.5M |
| Flow Traders U.S. LLC | 0.11% | New | 14,390 | $3.5M |
| Trust Co | 0.32% | Reduce -3.3% | 14,110 | $3.4M |
| B.O.S.S. Retirement Advisors, LLC | 1.03% | Add +3.5% | 14,086 | $3.4M |
| Ehrlich Financial Group | 1.91% | Add +4.1% | 13,850 | $3.3M |
| Polaris Investment Advisors, LLC | 2.41% | Add +8.4% | 13,789 | $3.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.1% | 13,742 | $3.3M |
| Clearview Wealth Management LLC | 2.33% | — | 13,721 | $3.3M |
| Caprock Group, LLC | 0.08% | Reduce -2.3% | 13,664 | $3.3M |
| Whipplewood Advisors, LLC | 1.69% | Reduce -0.8% | 13,537 | $3.2M |
| Independent Advisor Alliance | 0.03% | Add +948.7% | 13,434 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +10.5% | 13,396 | $3.2M |
| Fortune Financial Group, Inc. | 2.85% | Add +81.7% | 13,190 | $3.2M |
| Arq Wealth Advisors, LLC | 0.57% | Reduce -1.6% | 13,152 | $3.2M |
| Pinion Investment Advisors, LLC | 0.74% | New | 13,152 | $3.2M |
| Modus Advisors, LLC | 0.86% | Add +79.9% | 13,060 | $3.1M |
| Win Advisors, Inc. | 1.43% | New | 13,013 | $3.1M |
| Simplicity Wealth,LLC | 0.18% | Reduce -31.1% | 12,926 | $3.1M |
| Ascentis Independent Advisors | 0.23% | Add +135.1% | 12,833 | $3.1M |
| Barnes Wealth Management Group, Inc | 1.56% | Add +3.6% | 12,804 | $3.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.04% | Reduce -0.9% | 12,785 | $3.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +100.1% | 12,768 | $3.1M |
| Cornerstone Planning Group LLC | 0.41% | Add +44.8% | 10,522 | $3.1M |
| One Wealth Capital Management, LLC | 1.33% | Add +0.3% | 11,057 | $3.1M |
| Arkadios Wealth Advisors | 0.05% | Add +48.6% | 12,660 | $3.0M |
| UMB Bank, n.a. | 0.04% | Add +140.1% | 12,477 | $3.0M |
| Braun-Bostich & Associates Inc. | 1.83% | Add +6.1% | 12,203 | $2.9M |
| Intrust Bank NA | 0.24% | Reduce -79.8% | 12,075 | $2.9M |
| Genesee Capital Advisors, LLC | 1.21% | Reduce -1.4% | 12,069 | $2.9M |
| Capital Investment Advisors, LLC | 0.04% | Add +15.1% | 12,025 | $2.9M |
| Bright Financial Advisors, Inc. | 1.30% | Add +0.2% | 11,841 | $2.8M |
| Lantz Financial LLC | 0.59% | Add +11.1% | 11,792 | $2.8M |
| Sweeney & Michel, LLC | 0.83% | Add +1.4% | 10,588 | $2.8M |
| Detalus Advisors, LLC | 0.64% | Reduce -0.3% | 11,675 | $2.8M |
| Anderson Financial Strategies, LLC | 1.53% | Add +2.9% | 9,543 | $2.8M |
| HighPoint Advisor Group LLC | 0.12% | Reduce -4.0% | 11,505 | $2.8M |
| SageView Advisory Group, LLC | 0.10% | Reduce -3.7% | 11,461 | $2.8M |
| MorganRosel Wealth Management, LLC | 1.07% | Reduce -16.7% | 11,272 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.2% | 11,230 | $2.7M |
| Guardian Capital, LLC | 2.57% | New | 11,191 | $2.7M |
| 10Elms LLP | 1.85% | Add +13.9% | 11,150 | $2.7M |
| Arax Advisory Partners | 0.08% | Reduce -23.9% | 11,129 | $2.7M |
| Life Line Wealth Management LLC | 1.19% | Add +2.3% | 11,128 | $2.7M |
| Shared Vision Wealth Group LLC | 1.09% | Add +13.3% | 11,090 | $2.7M |
| Mosley Wealth Management | 1.19% | Add +0.5% | 10,223 | $2.6M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.5% | 10,786 | $2.6M |
| Weaver Consulting Group | 0.61% | Reduce -1.1% | 10,726 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.19% | Reduce -1.1% | 10,726 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Add +35.3% | 10,489 | $2.5M |
| Hudson Oak Wealth Advisory LLC | 2.19% | Add +3.4% | 10,480 | $2.5M |
| Elm3 Financial Group, LLC | 2.12% | Reduce -4.0% | 10,442 | $2.5M |
| Northbridge Financial Group, LLC | 1.07% | Reduce -1.6% | 9,355 | $2.5M |
| RFG Advisory, LLC | 0.05% | Add +3.8% | 10,355 | $2.5M |
| MAI Capital Management | 0.01% | Reduce -2.1% | 10,323 | $2.5M |
| New England Private Wealth Advisors LLC | 0.28% | Add +0.2% | 10,267 | $2.5M |
| Tempo Wealth, LLC | 0.43% | Reduce -0.9% | 10,207 | $2.4M |
| Clarus Wealth Advisors | 1.04% | Reduce -50.9% | 9,801 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +6.5% | 10,177 | $2.4M |
| Vines Capital Management, LLC | 2.39% | Reduce -0.5% | 10,033 | $2.4M |
| Portfolio Resources Advisor Group, Inc. | 2.39% | Add +4.1% | 10,025 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.18% | Add +1.6% | 9,902 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Add +78.7% | 9,846 | $2.4M |
| Addison Capital Co | 0.41% | New | 9,611 | $2.3M |
| Sound Income Strategies, LLC | 0.11% | Add +5.6% | 9,372 | $2.3M |
| Cassia Capital Partners, LLC | 1.18% | No change | 9,576 | $2.3M |
| Hoxton Planning & Management, LLC | 0.68% | Add +5.3% | 9,503 | $2.3M |
| LiftPoint Family Wealth Advisors LLC | 1.89% | Add +5.3% | 9,488 | $2.3M |
| Absolute Capital Management, LLC | 0.75% | Add +41.8% | 9,367 | $2.2M |
| Pinnacle Associates Ltd. | 0.03% | Add +5.7% | 9,346 | $2.2M |
| Parallel Advisors, LLC | 0.04% | Reduce -6.8% | 9,338 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.10% | Add +0.5% | 9,271 | $2.2M |
| Alterna Wealth Management, Inc. | 1.68% | Add +39.5% | 9,242 | $2.2M |
| Highview Capital Management LLC | 0.80% | Add +7.3% | 9,219 | $2.2M |
| Smartleaf Asset Management LLC | 0.08% | Reduce -0.5% | 9,550 | $2.2M |
| Baker Boyer National Bank | 0.66% | Add +14.7% | 9,170 | $2.2M |
| Caliber Wealth Management, LLC / KS | 0.24% | Reduce -5.3% | 9,164 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -4.0% | 9,477 | $2.2M |
| Brown Advisory Inc. | 0.00% | No change | 9,072 | $2.2M |
| Blair William & Co. | 0.01% | Add +5.8% | 9,024 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.0% | 8,962 | $2.2M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -2.4% | 7,774 | $2.1M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -2.0% | 8,730 | $2.1M |
| Focus Partners Wealth | 0.00% | Add +7.3% | 8,579 | $2.1M |
| Davis Wealth Advisors, LLC | 1.71% | Add +3.0% | 8,562 | $2.1M |
| Legacy Private Trust Co. | 0.13% | Reduce -15.0% | 8,539 | $2.0M |
| Ashton Thomas Securities, LLC | 0.24% | New | 8,126 | $1.9M |
| Financial Enhancement Group LLC | 0.24% | Reduce -44.3% | 7,031 | $1.9M |
| Goldstein Advisors, LLC | 0.21% | Reduce -0.6% | 7,979 | $1.9M |
| CCG Wealth Management, LLC | 0.52% | Add +0.0% | 7,965 | $1.9M |
| Global Wealth Strategies & Associates | 0.47% | Reduce -80.8% | 7,902 | $1.9M |
| Golden State Wealth Management, LLC | 0.21% | Add +82.3% | 7,832 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.26% | Reduce -0.5% | 7,786 | $1.9M |
| Mather Group, Llc. | 0.02% | Add +29.0% | 7,777 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Add +18.5% | 7,671 | $1.8M |
| LifePlan Investment Advisors, Inc. | 0.71% | Add +54.5% | 7,534 | $1.8M |
| Advus Financial Partners, LLC | 0.45% | Add +11.3% | 7,531 | $1.8M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -13.6% | 7,414 | $1.8M |
| CoreCap Advisors, LLC | 0.06% | Add +8.0% | 7,379 | $1.8M |
| Great Oak Capital Partners, LLC | 0.41% | Reduce -2.6% | 6,804 | $1.8M |
| Fermata Advisors, LLC | 0.40% | Reduce -1.7% | 7,360 | $1.8M |
| NTV Asset Management LLC | 0.19% | Reduce -3.4% | 7,346 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +33.0% | 7,318 | $1.8M |
| Nest Investments, LLC | 1.42% | Add +20.9% | 7,266 | $1.7M |
| Summit Wealth Group LLC / Co. | 0.18% | Reduce -2.0% | 7,199 | $1.7M |
| Centurion Wealth Management LLC | 0.39% | Reduce -5.2% | 7,185 | $1.7M |
| Flagship Capital Management Inc. | 1.26% | Add +0.8% | 7,167 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +270.6% | 7,060 | $1.7M |
| Hancock Whitney Corp. | 0.03% | No change | 5,940 | $1.7M |
| Commonwealth Retirement Investments LLC | 0.52% | Add +12.6% | 7,021 | $1.7M |
| Bryant Woods Investment Advisors, LLC | 0.60% | Reduce -0.6% | 6,834 | $1.6M |
| Everpar Advisors LLC | 0.56% | Add +28.6% | 6,833 | $1.6M |
| Lodestone Wealth Management LLC | 0.65% | Add +5.3% | 6,809 | $1.6M |
| Blalock Williams, LLC | 1.26% | Add +18.2% | 6,795 | $1.6M |
| Betterment LLC | 0.00% | Reduce -2.5% | 6,776 | $1.6M |
| Avior Wealth Management, LLC | 0.05% | Reduce -0.3% | 6,744 | $1.6M |
| Marino, Stram & Associates LLC | 0.29% | Add +0.0% | 6,634 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +5.2% | 6,621 | $1.6M |
| Magnus Financial Group LLC | 0.13% | Reduce -2.7% | 6,543 | $1.6M |
| Hyundai Investments Co., Ltd. | 1.77% | Add +57.7% | 6,788 | $1.6M |
| First National Bank & Trust Co. of Newtown | 0.34% | Add +4.7% | 6,471 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -2.7% | 6,456 | $1.5M |
| Hansen & Associates Financial Group, Inc. | 0.83% | Reduce -17.7% | 6,271 | $1.5M |
| Spire Wealth Management | 0.05% | Add +0.9% | 6,414 | $1.5M |
| XTX Topco Ltd | 0.03% | Reduce -68.8% | 6,412 | $1.5M |
| Sollinda Capital Management LLC | 0.37% | Add +7.7% | 6,402 | $1.5M |
| Retirement Wealth Solutions LLC | 0.96% | Add +5.3% | 6,373 | $1.5M |
| Bison Wealth, LLC | 0.15% | Reduce -1.9% | 5,005 | $1.5M |
| Beacon Capital Management, LLC | 0.27% | New | 6,351 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +0.0% | 6,350 | $1.5M |
| BCU Wealth Advisors, LLC | 0.57% | Add +5.8% | 6,341 | $1.5M |
| Fortune Financial Advisors, LLC | 0.77% | Add +44.1% | 6,326 | $1.5M |
| J.M. Arbour, LLC | 1.45% | Add +4.7% | 6,306 | $1.5M |
| Decker Wealth Management LLC | 0.34% | Reduce -5.7% | 6,252 | $1.5M |
| Eq LLC | 0.42% | Add +4.2% | 6,251 | $1.5M |
| Clear Creek Financial Management, LLC | 0.11% | Add +11.5% | 6,169 | $1.5M |
| Chapin Davis, Inc. | 0.33% | Add +1.0% | 6,158 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.9% | 6,081 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.32% | No change | 6,067 | $1.5M |
| McCartney Wealth Management LLC | 1.22% | Add +0.4% | 6,055 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Add +85.3% | 6,041 | $1.4M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -43.3% | 5,979 | $1.4M |
| Venturi Wealth Management, LLC | 0.06% | Add +51.3% | 5,964 | $1.4M |
| Novem Group | 0.16% | New | 5,957 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -34.0% | 5,904 | $1.4M |
| McNaughton Wealth Management, LLC | 0.59% | Reduce -4.6% | 5,904 | $1.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.14% | No change | 5,845 | $1.4M |
| Shelton Capital Management | 0.03% | New | 5,822 | $1.4M |
| Oakwell Private Wealth Management, LLC | 0.25% | Reduce -3.2% | 5,803 | $1.4M |
| ACT Advisors, LLC. | 0.59% | Reduce -5.5% | 5,793 | $1.4M |
| Patten & Patten Inc. | 0.08% | Add +1.6% | 5,792 | $1.4M |
| Firethorn Wealth Partners, LLC | 0.51% | Add +32.1% | 5,784 | $1.4M |
| SHP Wealth Management | 0.10% | Reduce -0.3% | 5,698 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2096.9% | 5,690 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -41.3% | 5,591 | $1.3M |
| Berbice Capital Management LLC | 0.88% | Reduce -15.2% | 5,587 | $1.3M |
| Maridea Wealth Management LLC | 0.20% | Reduce -19.6% | 5,584 | $1.3M |
| Sovereign Financial Group, Inc. | 0.23% | Add +0.3% | 5,580 | $1.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +1.2% | 5,561 | $1.3M |
| Gotham Asset Management | 0.00% | Add +9.1% | 5,544 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.38% | Reduce -2.9% | 5,516 | $1.3M |
| Magnolia Capital Advisors LLC | 0.26% | Add +10.1% | 5,437 | $1.3M |
| Focused Wealth Management, Inc | 0.14% | Reduce -2.4% | 5,395 | $1.3M |
| Donaldson Capital Management, LLC | 0.04% | Reduce -5.4% | 5,391 | $1.3M |
| Aspire Capital Advisors LLC | 0.29% | Reduce -21.4% | 5,385 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -6.6% | 5,352 | $1.3M |
| Talisman Wealth Advisors LLC | 1.02% | Add +9.0% | 5,297 | $1.3M |
| Argent Trust Co | 0.04% | Reduce -24.1% | 5,286 | $1.3M |
| Runnymede Capital Advisors, Inc. | 1.06% | New | 5,160 | $1.2M |
| Planned Solutions, Inc. | 0.40% | Add +0.0% | 5,110 | $1.2M |
| PFG Advisors | 0.06% | Add +7.1% | 5,082 | $1.2M |
| Yukon Wealth Management, Inc. | 0.72% | Add +2.5% | 5,018 | $1.2M |
| Insight Wealth Strategies, LLC | 0.13% | Reduce -12.2% | 4,999 | $1.2M |
| MA Private Wealth | 0.20% | Reduce -15.4% | 4,962 | $1.2M |
| Gallacher Capital Management LLC | 0.45% | Reduce -20.3% | 4,929 | $1.2M |
| Capital Investment Management, Inc. | 0.40% | Add +11.9% | 4,900 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.5% | 4,881 | $1.2M |
| PKS Advisory Services, LLC | 0.27% | Reduce -4.2% | 4,840 | $1.2M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -11.1% | 4,824 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -24.0% | 4,778 | $1.1M |
| Nova R Wealth, Inc. | 0.36% | Reduce -3.5% | 4,669 | $1.1M |
| Capital Asset Managemnet, LLC | 1.26% | Add +4.4% | 4,662 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +226.2% | 4,639 | $1.1M |
| ERn Financial, LLC | 0.21% | Add +0.1% | 4,638 | $1.1M |
| PGIM Custom Harvest LLC | 0.02% | Add +1.6% | 4,621 | $1.1M |
| WPG Advisers, LLC | 0.81% | Reduce -2.4% | 4,562 | $1.1M |
| Private Trust Co. NA | 0.10% | Reduce -5.4% | 4,550 | $1.1M |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -1.6% | 4,377 | $1.1M |
| Three Magnolias Financial Advisors, LLC | 0.69% | No change | 4,517 | $1.1M |
| Citizens National Bank Trust Department | 0.18% | Add +13.3% | 4,512 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Add +4.8% | 4,500 | $1.1M |
| GTS Securities LLC | 0.04% | New | 4,491 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +2.7% | 4,488 | $1.1M |
| Verus Capital Partners, LLC | 0.07% | Add +1.9% | 4,446 | $1.1M |
| JFS Wealth Advisors, LLC | 0.06% | Add +11544.7% | 4,425 | $1.1M |
| TCTC Holdings, LLC | 0.03% | Add +30.8% | 4,414 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +12.5% | 4,411 | $1.1M |
| W Advisors, LLC | 0.54% | Add +10.7% | 4,407 | $1.1M |
| Aspect Partners, LLC | 0.43% | Reduce -0.7% | 4,401 | $1.1M |
| G&S Capital LLC | 0.37% | Add +1.6% | 4,397 | $1.1M |
| Moneco Advisors, LLC | 0.08% | Reduce -2.4% | 4,394 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.7% | 4,383 | $1.1M |
| Quartz Partners, LLC | 0.40% | Reduce -60.3% | 4,352 | $1.0M |
| Transcend Capital Advisors, LLC | 0.08% | Add +6.6% | 4,337 | $1.0M |
| First Citizens Financial Corp | 0.49% | Add +14.3% | 4,307 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.14% | Add +14.2% | 4,287 | $1.0M |
| Gilbert Capital Group, Inc. | 0.78% | Reduce -7.2% | 4,220 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +2.4% | 4,207 | $1.0M |
| Vantage Point Financial LLC | 0.35% | Add +3.7% | 4,202 | $1.0M |
| Spectrum Strategic Capital Management, LLC | 0.54% | Add +5.0% | 4,178 | $1.0M |
| Richmond Investment Services, LLC | 0.16% | Add +14.7% | 4,112 | $987K |
| Biondo Investment Advisors, LLC | 0.13% | Reduce -68.2% | 4,112 | $987K |
| Barclays PLC | 0.00% | Reduce -56.4% | 4,083 | $980K |
| Two West Capital Advisors LLC | 0.52% | Add +14.4% | 3,526 | $979K |
| Axxcess Wealth Management, LLC | 0.03% | Add +1.4% | 4,046 | $971K |
| Belvedere Trading LLC | 0.13% | Add +12.6% | 4,036 | $969K |
| Lansing Street Advisors | 0.24% | Reduce -0.3% | 4,024 | $966K |
| PFG Investments, LLC | 0.04% | Reduce -3.5% | 4,009 | $962K |
| Unify Financial Advisors | 1.00% | Add +72.1% | 3,995 | $959K |
| Regimen Wealth, LLC | 0.28% | Add +13.3% | 3,985 | $956K |
| VestGen Investment Management | 0.52% | Add +2.8% | 3,963 | $951K |
| Armstrong Advisory Group, Inc. | 0.06% | Add +0.0% | 3,962 | $951K |
| Silverlake Wealth Management LLC | 0.20% | Add +1.3% | 3,960 | $950K |
| Pursuit Wealth Strategies, LLC | 1.32% | Reduce -3.5% | 3,958 | $950K |
| Flagship Private Wealth, LLC | 0.39% | Reduce -4.0% | 3,953 | $949K |
| Nwam LLC | 0.05% | Add +91.3% | 3,942 | $946K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -8.5% | 3,940 | $946K |
| Inspire Advisors, LLC | 0.08% | New | 3,900 | $936K |
| Two Sigma Securities, LLC | 0.11% | Add +36.1% | 3,876 | $930K |
| Raleigh Capital Management Inc. | 0.32% | Reduce -0.1% | 3,867 | $928K |
| Ethos Financial Group, LLC | 0.07% | New | 3,857 | $926K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 3,844 | $922K |
| National Bank of Canada | 0.00% | Add +2.0% | 3,797 | $911K |
| Aspire Private Capital, LLC | 0.21% | Add +3.6% | 3,794 | $910K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -81.3% | 3,786 | $909K |
| Smart Money Group LLC | 0.26% | Reduce -3.9% | 3,783 | $908K |
| Sierra Capital LLC | 0.10% | No change | 3,761 | $903K |
| Alta Wealth Advisors LLC | 0.29% | Add +117.0% | 3,746 | $899K |
| Ascentis Wealth Management, LLC | 0.19% | Add +43.8% | 3,745 | $899K |
| Trueblood Wealth Management, LLC | 0.35% | Add +8.1% | 3,736 | $897K |
| Private Advisory Group LLC | 0.06% | Add +6.5% | 3,733 | $896K |
| GSG Advisors LLC | 0.23% | Add +0.1% | 3,701 | $888K |
| Alliancebernstein L.P. | 0.00% | Reduce -38.4% | 3,500 | $876K |
| Lanark Financial, Inc. | 0.07% | Reduce -7.4% | 3,648 | $876K |
| Rehmann Capital Advisory Group | 0.05% | No change | 3,640 | $874K |
| Sherman Wealth Management LLC | 0.73% | Reduce -0.9% | 3,563 | $855K |
| Ascent Group, LLC | 0.03% | Add +0.7% | 3,560 | $854K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.7% | 3,552 | $854K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -10.2% | 3,531 | $847K |
| Red Reef Advisors LLC | 0.88% | Add +4.0% | 3,496 | $839K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +5.8% | 3,453 | $829K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -32.0% | 3,418 | $820K |
| FWG Investments, LLC. | 0.52% | Add +15.6% | 3,416 | $820K |
| Waystone Advisors LLC | 0.73% | Reduce -17.9% | 3,409 | $818K |
| World Equity Group, Inc. | 0.21% | Add +0.4% | 3,354 | $805K |
| Nilsine Partners, LLC | 0.06% | Reduce -69.5% | 2,867 | $805K |
| Security Financial Services, INC. | 0.13% | Reduce -19.6% | 3,353 | $805K |
| Banque Cantonale Vaudoise | 0.03% | New | 3,344 | $803K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -24.6% | 3,336 | $801K |
| MBE Wealth Management, LLC | 0.33% | Reduce -1.3% | 3,285 | $788K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,266 | $784K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +266.4% | 3,265 | $784K |
| Parker Investment Management, LLC | 0.12% | Reduce -18.9% | 3,240 | $778K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +14.9% | 3,231 | $775K |
| TFB Advisors LLC | 0.41% | Reduce -47.4% | 3,225 | $774K |
| Adaptive Financial Consulting, LLC | 0.29% | Add +0.0% | 3,180 | $763K |
| Shore Point Advisors, LLC | 0.30% | Reduce -3.0% | 3,162 | $759K |
| Bessemer Group Inc. | 0.00% | No change | 3,155 | $757K |
| Heirloom Wealth Management | 0.14% | New | 3,147 | $755K |
| GDS Wealth Management | 0.05% | Add +9.9% | 3,147 | $755K |
| CRA Financial Services, LLC | 0.10% | Reduce -0.3% | 3,120 | $749K |
| Compass Capital Corp. /Ma/ | 0.27% | No change | 2,549 | $748K |
| Accelerate Investment Advisors LLC | 0.50% | Add +13.9% | 3,114 | $747K |
| Institute for Wealth Management, LLC. | 0.08% | No change | 3,108 | $746K |
| Bay Rivers Group | 0.31% | Add +40.9% | 3,101 | $744K |
| Interchange Capital Partners, LLC | 0.23% | Reduce -24.8% | 3,589 | $734K |
| Eagle Strategies LLC | 0.09% | Add +0.2% | 3,012 | $723K |
| Dopkins Wealth Management, LLC | 0.29% | No change | 3,008 | $722K |
| Flagstar Securities, Inc. | 0.26% | Add +3.6% | 2,997 | $719K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -23.6% | 2,977 | $714K |
| Selby Wealth Management, LLC | 0.28% | Reduce -0.5% | 2,970 | $713K |
| Bernardo Wealth Planning LLC | 0.14% | Add +0.4% | 2,959 | $710K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +6.7% | 2,912 | $699K |
| Empowered Funds, LLC | 0.00% | Add +20.6% | 2,893 | $694K |
| GWN Securities Inc. | 0.13% | Add +17.8% | 2,888 | $693K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 2,858 | $686K |
| Vavra Capital Management, LLC | 0.67% | No change | 2,856 | $685K |
| Palumbo Wealth Management LLC | 0.17% | No change | 2,852 | $685K |
| LongView Wealth Management | 0.17% | Reduce -2.9% | 2,531 | $684K |
| Elmwood Wealth Management, Inc. | 0.19% | Add +11.9% | 2,830 | $679K |
| Signal Advisors Wealth, LLC | 0.05% | Add +3.6% | 2,822 | $677K |
| Center For Asset Management LLC | 0.34% | Reduce -21.1% | 2,813 | $675K |
| Compound Planning, Inc. | 0.02% | Reduce -15.5% | 2,809 | $674K |
| Stage Harbor Financial, LLC | 0.45% | No change | 2,800 | $672K |
| Investment Advisory Group, LLC | 0.17% | No change | 2,789 | $669K |
| Busey Bank | 0.02% | Add +25.4% | 2,751 | $660K |
| United Advisor Group, LLC | 0.08% | Add +2.5% | 2,735 | $656K |
| Perissos Private Wealth Management, LLC | 0.57% | Add +0.0% | 2,729 | $655K |
| Soltis Investment Advisors LLC | 0.04% | Add +1.4% | 2,716 | $652K |
| Lee Financial Co | 0.09% | Reduce -11.3% | 2,694 | $647K |
| TCFG Wealth Management, LLC | 0.24% | Reduce -0.1% | 2,688 | $645K |
| TCFG Investment Advisors, LLC | 0.24% | — | 2,688 | $645K |
| FSM Wealth Advisors, LLC | 0.08% | No change | 2,684 | $644K |
| Summit Trail Advisors, LLC | 0.01% | New | 2,653 | $637K |
| Ethic Inc. | 0.01% | New | 2,646 | $635K |
| OMNI 360 Wealth, Inc. | 0.33% | Add +0.1% | 2,641 | $634K |
| Clearstead Advisors, LLC | 0.01% | Reduce -7.1% | 2,624 | $630K |
| Waterloo Capital, L.P. | 0.04% | Reduce -20.0% | 2,621 | $629K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -0.1% | 2,621 | $629K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.1% | 2,601 | $624K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +5.7% | 2,573 | $617K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 2,556 | $613K |
| Creative Financial Designs Inc. | 0.04% | Reduce -28.1% | 2,552 | $612K |
| Atlas Brown,Inc. | 0.18% | Add +6.2% | 2,549 | $612K |
| Joel Adams & Associates, Inc. | 0.45% | Reduce -11.1% | 2,544 | $611K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,534 | $608K |
| MTM Investment Management, LLC | 0.19% | No change | 2,522 | $605K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.27% | Reduce -36.0% | 2,511 | $603K |
| Activest Wealth Management | 0.11% | Reduce -63.7% | 2,505 | $601K |
| Polymer Capital Management (HK) LTD | 0.08% | New | 2,500 | $600K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +18.1% | 2,497 | $599K |
| V2 Financial group LLC | 0.28% | Reduce -0.8% | 2,489 | $597K |
| Kovack Advisors, Inc. | 0.03% | Reduce -12.0% | 2,431 | $589K |
| Cowa, LLC | 0.17% | New | 2,449 | $588K |
| Centric Wealth Management | 0.12% | Add +0.1% | 2,053 | $584K |
| Elevated Capital Advisors, LLC | 0.15% | Reduce -1.1% | 2,430 | $583K |
| Keystone Financial Group, Inc. | 0.30% | Reduce -1.5% | 2,424 | $582K |
| Blue Jean Financial LLC | 0.48% | Add +29.9% | 2,421 | $581K |
| Dakota Wealth Management | 0.01% | Reduce -21.0% | 2,414 | $579K |
| JT Stratford LLC | 0.07% | Add +1.9% | 2,380 | $571K |
| Horizon Wealth Management, LLC | 0.08% | New | 2,376 | $570K |
| Money Concepts Capital Corp. | 0.03% | Reduce -83.8% | 2,375 | $570K |
| Brooklyn Investment Group | 0.02% | New | 2,359 | $566K |
| Spectrum Wealth Advisory Group, LLC | 0.21% | Reduce -2.5% | 2,351 | $564K |
| Semus Wealth Partners LLC | 0.31% | Add +8.6% | 2,345 | $563K |
| Fairvoy Private Wealth, LLC | 0.13% | Reduce -89.0% | 2,338 | $561K |
| First Foundation Advisors | 0.02% | Reduce -3.8% | 2,309 | $554K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -12.2% | 2,301 | $552K |
| Fingerlakes Wealth Management, Inc. | 0.36% | Add +11.8% | 2,274 | $546K |
| Tyche Wealth Partners LLC | 0.08% | Reduce -6.4% | 2,265 | $544K |
| Northern Trust Corp. | 0.00% | Add +34.8% | 2,263 | $543K |
| Wealthfront Advisers LLC | 0.00% | Add +3.6% | 2,253 | $541K |
| LS Investment Advisors, LLC | 0.08% | Reduce -11.6% | 2,245 | $539K |
| Onyx Bridge Wealth Group LLC | 0.06% | No change | 2,238 | $537K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -6.5% | 2,231 | $535K |
| Aspire Growth Partners LLC | 0.37% | Reduce -8.2% | 2,230 | $535K |
| Hershey Financial Advisers, LLC | 0.46% | Add +5.3% | 2,225 | $534K |
| Elevation Advisory Partners LLC | 0.49% | — | 2,029 | $528K |
| Integrity Alliance, Llc. | 0.02% | Reduce -81.1% | 2,158 | $518K |
| Deltec Asset Management LLC | 0.09% | Reduce -81.0% | 2,150 | $516K |
| Independent Wealth Network Inc. | 0.15% | New | 2,133 | $512K |
| Cooper Financial Group | 0.05% | Add +26.3% | 2,125 | $510K |
| IFS Group,LLC | 0.45% | — | 2,108 | $506K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.9% | 2,107 | $506K |
| 46 Peaks LLC | 0.37% | Reduce -0.1% | 2,102 | $504K |
| Gibbs Wealth Management | 0.07% | Add +111.7% | 2,098 | $504K |
| Concorde Asset Management, LLC | 0.25% | Reduce -2.0% | 2,095 | $503K |
| HBW Advisory Services LLC | 0.05% | Reduce -2.1% | 2,095 | $503K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -16.2% | 2,087 | $501K |
| First Bank & Trust | 0.08% | Reduce -0.9% | 2,079 | $499K |
| Oxinas Partners, LLC | 0.23% | No change | 2,078 | $499K |
| Delos Wealth Advisors, LLC | 0.28% | New | 2,068 | $496K |
| Legacy Trust | 0.09% | No change | 2,060 | $494K |
| Rinkey Investments | 0.13% | Reduce -0.6% | 2,055 | $493K |
| Owen LaRue, LLC | 0.19% | No change | 2,029 | $487K |
| Cadent Capital Advisors, LLC | 0.13% | New | 2,025 | $486K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +4.0% | 2,013 | $483K |
| Brighton Jones LLC | 0.01% | New | 1,995 | $479K |
| WealthPoint Financial, LLC | 0.40% | Add +7.6% | 1,995 | $479K |
| KERR FINANCIAL PLANNING Corp | 0.34% | Reduce -1.5% | 1,728 | $474K |
| Northland Securities, Inc. | 0.45% | Add +23.1% | 1,974 | $474K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $474K |
| HBK Sorce Advisory LLC | 0.01% | No change | 1,567 | $473K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.9% | 1,951 | $468K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -22.4% | 1,938 | $465K |
| Sunbelt Securities, Inc. | 0.03% | Add +142.9% | 1,931 | $464K |
| Legacy Solutions, LLC | 0.43% | No change | 1,922 | $461K |
| Santori & Peters, Inc. | 0.14% | Reduce -1.5% | 1,921 | $461K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +17.0% | 1,916 | $460K |
| Balefire, LLC | 0.09% | Add +70.8% | 1,906 | $457K |
| Maia Wealth LLC | 0.08% | Reduce -14.5% | 1,905 | $457K |
| Allen Capital Group, LLC | 0.04% | No change | 1,896 | $455K |
| Arcadia Wealth Management, LLC | 0.16% | Add +30.8% | 1,892 | $454K |
| Larson Financial Group LLC | 0.01% | Add +8.3% | 1,872 | $449K |
| Virtus Family Office LLC | 0.38% | No change | 1,856 | $445K |
| Lazard Asset Management LLC | 0.00% | Reduce -40.3% | 1,855 | $445K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 1,845 | $443K |
| Brown Miller Wealth Management, LLC | 0.13% | No change | 1,842 | $442K |
| Quent Capital, LLC | 0.03% | Reduce -40.5% | 1,839 | $441K |
| Vision Retirement, LLC | 0.13% | Add +3.3% | 1,835 | $440K |
| Integrity Wealth Solutions LLC | 0.17% | Reduce -4.2% | 1,831 | $439K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.3% | 1,829 | $439K |
| Tandemgrowth Financial Advisors LLC | 0.41% | No change | 1,825 | $438K |
| Empower Advisory Group, LLC | 0.00% | Reduce -47.5% | 1,805 | $433K |
| Breakwater Capital Group | 0.06% | Add +9.1% | 1,804 | $433K |
| Capital Squared Financial LLC | 0.33% | Add +34.6% | 1,803 | $433K |
| Jacobi Capital Management LLC | 0.02% | Reduce -1.1% | 1,794 | $431K |
| Strategy Asset Managers LLC | 0.07% | Add +13.9% | 1,791 | $430K |
| Cornerstone Financial Group, LLC | 0.28% | Reduce -20.9% | 1,506 | $429K |
| Aprio Wealth Management, LLC | 0.02% | Add +113.0% | 1,789 | $429K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -1.6% | 1,779 | $427K |
| Arrowroot Family Office, LLC | 0.14% | Add +0.1% | 1,773 | $426K |
| Glen Eagle Advisors, LLC | 0.06% | Reduce -20.2% | 1,769 | $424K |
| Facet Wealth, Inc. | 0.01% | Add +11.7% | 1,767 | $424K |
| Destination Wealth Management | 0.01% | New | 1,754 | $421K |
| First Merchants Corp. | 0.02% | Reduce -5.8% | 1,745 | $419K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.8% | 1,742 | $418K |
| Bucket List Wealth Management, LLC | 0.25% | Add +0.3% | 1,734 | $416K |
| Empire Financial Management Company, LLC | 0.09% | Reduce -2.0% | 1,728 | $415K |
| Merited Wealth, LLC | 0.34% | Add +16.4% | 1,721 | $413K |
| Avantra Family Wealth, Inc. | 0.31% | Add +0.1% | 1,719 | $413K |
| Sterling Group Wealth Management, LLC | 0.19% | No change | 1,714 | $411K |
| Syntegra Private Wealth Group, LLC | 0.04% | Add +0.5% | 1,708 | $410K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +0.1% | 1,700 | $408K |
| Emissary Wealth LLC | 0.38% | Reduce -0.5% | 1,700 | $408K |
| Acorn Wealth Advisors, LLC | 0.12% | New | 1,693 | $406K |
| IMC-Chicago, LLC | 0.01% | New | 1,692 | $406K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.0% | 1,680 | $403K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -1.5% | 1,669 | $401K |
| Opinicus Capital, Inc. | 0.28% | Add +0.4% | 1,666 | $400K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -4.3% | 1,650 | $396K |
| Accredited Investor Services, LLC | 0.25% | No change | 1,643 | $394K |
| Moors & Cabot, Inc. | 0.02% | New | 1,642 | $394K |
| Smithfield Trust Co | 0.02% | No change | 1,636 | $394K |
| LifeSteps Financial, Inc. | 0.25% | Reduce -0.1% | 1,641 | $394K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 1,633 | $392K |
| WBH Advisory Inc. | 0.03% | Reduce -1.5% | 1,578 | $387K |
| Advisory Alpha, LLC | 0.01% | Reduce -17.1% | 1,611 | $387K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.6% | 1,601 | $384K |
| Trust Co of the South | 0.06% | No change | 1,600 | $384K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $384K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.8% | 1,597 | $383K |
| Newman Dignan & Sheerar, Inc. | 0.08% | No change | 1,591 | $382K |
| Blue Capital, Inc. | 0.25% | Add +5.8% | 1,590 | $382K |
| Calton & Associates, Inc. | 0.05% | Add +1.9% | 1,589 | $381K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.8% | 1,589 | $381K |
| Financial Life Advisors | 0.12% | Reduce -4.7% | 1,575 | $378K |
| Veracity Capital LLC | 0.13% | Add +1.6% | 1,564 | $375K |
| Benson Wealth Management INC | 0.51% | Reduce -0.3% | 1,557 | $374K |
| Legacy Wealth Partners, LLC | 0.09% | Add +1.2% | 1,539 | $369K |
| Wealth Quarterback LLC | 0.14% | Reduce -86.2% | 1,521 | $365K |
| Baron Financial Group, LLC | 0.19% | Reduce -3.2% | 1,505 | $361K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 1,502 | $361K |
| Beacon Financial Advisory LLC | 0.08% | Add +2.5% | 1,504 | $361K |
| Clark Asset Management, LLC | 0.03% | New | 1,503 | $361K |
| Lunt Capital Management, Inc. | 0.14% | No change | 1,500 | $360K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +15.7% | 1,495 | $359K |
| Cape Investment Advisory, Inc. | 0.12% | Add +18.3% | 1,465 | $352K |
| Fisher Asset Management | 0.00% | Add +23.9% | 1,460 | $350K |
| Maripau Wealth Management LLC | 0.15% | Reduce -12.1% | 1,456 | $349K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Reduce -8.3% | 1,455 | $349K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 1,444 | $347K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,438 | $345K |
| Ewa, LLC | 0.08% | Reduce -0.3% | 1,437 | $345K |
| JBR Co Financial Management Inc | 0.14% | No change | 1,375 | $344K |
| IAG Wealth Partners, LLC | 0.04% | No change | 1,432 | $344K |
| ADG Wealth Management Group, LLC | 0.24% | Add +35.3% | 1,431 | $343K |
| Axis Wealth Partners, LLC | 0.18% | Add +7.1% | 1,425 | $342K |
| Seeds Investor LLC | 0.05% | New | 1,264 | $342K |
| Integrated Wealth Management | 0.39% | Reduce -62.4% | 1,418 | $340K |
| Whalen Wealth Management Inc. | 0.18% | Add +19.5% | 1,392 | $334K |
| Successful Portfolios LLC | 0.18% | Add +0.6% | 1,426 | $332K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,381 | $331K |
| First Trust Advisors LP | 0.00% | Reduce -1.6% | 1,376 | $330K |
| EFG International AG | 0.01% | New | 1,370 | $329K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,366 | $328K |
| ASL Financial, LLC | 0.26% | Add +29.6% | 1,365 | $328K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.9% | 1,361 | $326K |
| Midwest Trust Co | 0.00% | Add +20.1% | 1,348 | $324K |
| Members Advisory Group LLC | 0.11% | Reduce -91.9% | 1,336 | $321K |
| Madson Wealth Advisors Inc | 0.27% | — | 1,332 | $320K |
| QRG Capital Management, Inc. | 0.00% | Reduce -61.4% | 1,330 | $319K |
| XY Planning Network, Inc. | 0.05% | Add +35.9% | 1,290 | $316K |
| Vista Investment Management | 0.11% | Reduce -0.3% | 1,310 | $314K |
| Snowwater Investment Partners, LLC | 0.30% | Add +44.2% | 1,308 | $314K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,302 | $312K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -2.9% | 1,287 | $309K |
| Lockerman Financial Group, Inc. | 0.55% | Add +41.9% | 1,280 | $307K |
| Key Capital Management, INC | 0.20% | Add +115.3% | 1,270 | $305K |
| Storen Legacy Partners, LLC | 0.10% | No change | 1,270 | $305K |
| HMV Wealth Advisors, LLC | 0.14% | No change | 1,268 | $304K |
| Reyes Financial Architecture, Inc. | 0.25% | No change | 1,255 | $301K |
| Kastel Capital Advisors, LLC | 0.18% | No change | 1,202 | $301K |
| Rede Wealth, LLC | 0.11% | Reduce -2.0% | 1,253 | $301K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,233 | $296K |
| Allegheny Financial Group | 0.04% | Add +6.3% | 1,226 | $294K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +3302.8% | 1,225 | $294K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -4.2% | 1,266 | $292K |
| Silver Grove Financial Group, Inc. | 0.23% | New | 1,214 | $291K |
| CogentBlue Wealth Advisors, LLC | 0.20% | No change | 1,212 | $291K |
| Wealth Care LLC | 0.26% | — | 1,207 | $290K |
| Traction Financial Partners, LLC | 0.18% | No change | 1,206 | $289K |
| Financial Futures Ltd Liability Co. | 0.13% | Add +20.5% | 1,204 | $289K |
| Glassman Wealth Services | 0.04% | No change | 1,202 | $288K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +3.5% | 1,199 | $288K |
| Aegis Wealth Management, Inc. | 0.23% | Add +4.4% | 1,197 | $287K |
| ProVise Management Group, LLC | 0.02% | No change | 1,189 | $285K |
| Strid Group, LLC | 0.04% | Add +5.4% | 1,179 | $283K |
| Leo Wealth, LLC | 0.02% | New | 1,176 | $282K |
| Wellington Shields Capital Management, LLC | 0.04% | Reduce -63.2% | 1,163 | $279K |
| RCS Financial Planning, LLC | 0.14% | Reduce -82.1% | 1,161 | $279K |
| Atlatl Advisers LLC | 0.21% | Reduce -54.7% | 1,156 | $277K |
| Royal Harbor Partners, LLC | 0.09% | No change | 1,146 | $275K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +2.3% | 1,146 | $275K |
| Lincoln Capital Corp. | 0.10% | No change | 1,145 | $275K |
| Allstate Corp. | 0.00% | Reduce -90.7% | 1,141 | $274K |
| Sequent Planning LLC | 0.07% | New | 1,132 | $272K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Reduce -6.9% | 1,130 | $271K |
| Legacy Edge Advisors, LLC | 0.03% | Add +22.8% | 1,120 | $269K |
| Asset Advisors Investment Management, LLC | 0.03% | New | 1,120 | $269K |
| New Hampshire Trust | 0.05% | Add +0.9% | 1,119 | $269K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.3% | 1,115 | $268K |
| Portside Wealth Group, LLC | 0.04% | Add +0.5% | 1,108 | $266K |
| Zhang Financial LLC | 0.01% | Reduce -18.6% | 1,105 | $265K |
| Ergawealth Advisors, Inc. | 0.12% | Add +0.1% | 1,099 | $264K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | Reduce -3.2% | 1,090 | $262K |
| Valued Retirements, Inc. | 0.25% | Add +12.1% | 1,086 | $261K |
| TKG Advisors, LLC | 0.11% | Add +9.2% | 1,084 | $260K |
| 4J Wealth Management LLC | 0.15% | No change | 1,078 | $259K |
| NCM Capital Management, LLC | 0.09% | No change | 1,072 | $257K |
| Stonebrook Private Inc. | 0.05% | Add +2.3% | 1,071 | $257K |
| CGN Advisors LLC | 0.02% | Reduce -11.4% | 1,068 | $256K |
| James J. Burns & Company, LLC | 0.03% | Reduce -22.0% | 1,067 | $256K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -3.4% | 1,061 | $255K |
| Sierra Ocean, LLC | 0.21% | Reduce -3.6% | 1,060 | $254K |
| Fortis Capital Advisors, LLC | 0.03% | Add +22.6% | 1,057 | $254K |
| FourThought Financial Partners, LLC | 0.02% | No change | 1,056 | $253K |
| Chancellor Financial Group WB LP | 0.18% | Reduce -2.0% | 1,047 | $251K |
| Prosperity Consulting Group, LLC | 0.01% | New | 1,047 | $251K |
| Fiscal Wisdom Wealth Management, LLC | 0.24% | New | 1,046 | $251K |
| Pacific Excel Wealth Advisors, Inc. | 0.26% | Add +29.2% | 1,045 | $251K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.1% | 1,039 | $249K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -2.0% | 1,036 | $249K |
| Gentry Private Wealth, LLC | 0.15% | No change | 1,031 | $247K |
| GoalVest Advisory LLC | 0.05% | No change | 1,031 | $247K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | No change | 1,029 | $247K |
| Kane Investment Management, Inc. | 0.13% | Reduce -41.4% | 1,028 | $247K |
| Darwin Wealth Management, LLC | 0.08% | Add +0.4% | 1,027 | $247K |
| Stonebridge Wealth Management, LLC | 0.24% | Reduce -0.3% | 1,026 | $246K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | No change | 1,024 | $246K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -16.0% | 1,018 | $244K |
| Root Financial Partners, LLC | 0.01% | Reduce -2.1% | 1,006 | $242K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -17.8% | 1,005 | $241K |
| Fortitude Advisory Group L.L.C. | 0.11% | New | 1,001 | $240K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -2.1% | 999 | $240K |
| American Money Management, LLC | 0.04% | New | 998 | $240K |
| Tennessee Valley Asset Management Partners | 0.03% | Add +1.1% | 995 | $239K |
| Orion Capital Management LLC | 0.08% | Reduce -10.0% | 993 | $238K |
| Forefront Wealth Partners, LLC | 0.10% | New | 993 | $238K |
| Expressive Wealth LLC | 0.23% | Reduce -11.8% | 795 | $238K |
| Accredited Investors Inc. | 0.01% | No change | 987 | $237K |
| Huntington National Bank | 0.00% | New | 987 | $237K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -23.4% | 983 | $236K |
| Poehling Capital Management, INC. | 0.05% | No change | 979 | $235K |
| Saxony Capital Management, LLC | 0.14% | Reduce -73.9% | 978 | $235K |
| Harvest Investment Services, LLC | 0.04% | Reduce -8.8% | 975 | $234K |
| AA Financial Advisors, LLC | 0.03% | Add +17.5% | 974 | $234K |
| Peoples Bank | 0.14% | New | 961 | $231K |
| Investment Advisory Services Inc. /TX | 0.07% | No change | 960 | $230K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.5% | 810 | $230K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -4.0% | 954 | $229K |
| Opulen Financial Group LLC | 0.16% | Reduce -21.1% | 949 | $228K |
| Bank of Montreal | 0.00% | Reduce -16.4% | 946 | $227K |
| 1ST Source Bank | 0.01% | Add +4.9% | 944 | $227K |
| Resurgent Financial Advisors LLC | 0.08% | No change | 943 | $226K |
| Linscomb Wealth, Inc. | 0.01% | No change | 942 | $226K |
| SC&H Financial Advisors, Inc. | 0.03% | Add +0.1% | 940 | $226K |
| Bright Futures Wealth Management, LLC. | 0.15% | Add +12.5% | 935 | $224K |
| Triad Wealth Partners, LLC | 0.02% | New | 933 | $224K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -0.2% | 933 | $224K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 927 | $222K |
| POM Investment Strategies, LLC | 0.27% | Reduce -98.4% | 922 | $221K |
| Selective Wealth Management, Inc. | 0.07% | No change | 794 | $221K |
| Tufton Capital Management | 0.04% | New | 903 | $216K |
| Key Financial Inc | 0.04% | Reduce -3.3% | 892 | $214K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -4.2% | 892 | $214K |
| Accel Wealth Management | 0.06% | New | 885 | $212K |
| Lakeridge Wealth Management LLC | 0.09% | Reduce -11.2% | 881 | $212K |
| William John Sempolinski | 0.11% | No change | 879 | $211K |
| Strategies Wealth Advisors, LLC | 0.02% | No change | 875 | $210K |
| TrueWealth Advisors, LLC | 0.05% | Reduce -0.5% | 869 | $209K |
| Composition Wealth, LLC | 0.00% | Reduce -37.0% | 867 | $208K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +4.0% | 865 | $207K |
| Sonoma Allocations LLC | 0.07% | No change | 824 | $205K |
| WESPAC Advisors SoCal, LLC | 0.04% | New | 851 | $204K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 851 | $204K |
| Atticus Wealth Management, LLC | 0.06% | Add +0.1% | 849 | $204K |
| Apollon Financial, LLC | 0.03% | New | 847 | $203K |
| GeoWealth Management, LLC | 0.01% | Add +7.6% | 847 | $203K |
| Marin Bay Wealth Advisors, LLC | 0.12% | New | 846 | $203K |
| Intellus Advisors LLC | 0.03% | No change | 845 | $203K |
| Leelyn Smith, LLC | 0.03% | Reduce -11.1% | 843 | $202K |
| Integrity Financial Corp | 0.10% | No change | 843 | $202K |
| Keystone Wealth Services, LLC | 0.04% | Reduce -6.9% | 836 | $201K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -7.3% | 835 | $200K |
| First PREMIER Bank | 0.05% | No change | 834 | $200K |
| Vanguard Advisers Inc. | 0.00% | — | 828 | $199K |
| Purpose Unlimited Inc. | 0.01% | New | 803 | $193K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -18.7% | 802 | $192K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 799 | $192K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.7% | 794 | $190K |
| Gilpin Wealth Management, LLC | 0.15% | Add +0.5% | 780 | $187K |
| TD Capital Management LLC | 0.02% | Add +6.2% | 777 | $186K |
| Asset Dedication, LLC | 0.01% | No change | 777 | $186K |
| KM Capital Management Ltd. | 0.12% | New | 607 | $185K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +3571.4% | 771 | $185K |
| Quadrant Capital Group LLC | 0.01% | No change | 759 | $182K |
| Salomon & Ludwin, LLC | 0.02% | No change | 735 | $181K |
| Founders Financial Alliance, LLC | 0.03% | Add +95.6% | 753 | $181K |
| American Capital Advisory, LLC | 0.07% | Reduce -19.5% | 733 | $176K |
| Manning & Napier Advisors LLC | 0.00% | No change | 732 | $176K |
| Signaturefd, LLC | 0.00% | Add +1.0% | 713 | $171K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 703 | $169K |
| International Assets Investment Management, LLC | 0.01% | Reduce -32.7% | 675 | $165K |
| Bogart Wealth, LLC | 0.01% | Add +25.7% | 646 | $155K |
| JDM Financial Group LLC | 0.06% | No change | 645 | $155K |
| IMG Wealth Management, Inc. | 0.10% | No change | 635 | $152K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 621 | $149K |
| Sankala Group LLC | 0.12% | Reduce -12.7% | 624 | $149K |
| Capital Advisor Network LLC | 0.20% | — | 605 | $145K |
| Rossby Financial, LCC | 0.03% | Add +714.5% | 562 | $138K |
| Harbor Asset Planning, Inc. | 0.11% | Add +0.2% | 560 | $134K |
| CX Institutional | 0.00% | Add +0.2% | 558 | $134K |
| New Republic Capital, LLC | 0.04% | Reduce -0.7% | 533 | $128K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 525 | $126K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.7% | 518 | $124K |
| Crewe Advisors LLC | 0.01% | No change | 493 | $118K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -1.4% | 492 | $118K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -44.8% | 482 | $116K |
| Strategic Investment Solutions, Inc. | 0.03% | No change | 465 | $112K |
| Hazlett, Burt & Watson, Inc. | 0.03% | No change | 461 | $110K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 455 | $109K |
| Ancora Advisors LLC | 0.00% | Add +1.4% | 447 | $107K |
| Comprehensive Financial Planning, Inc. | 0.07% | No change | 432 | $104K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -33.4% | 405 | $97K |
| Opal Wealth Advisors, LLC | 0.02% | New | 400 | $96K |
| Winthrop Capital Management, LLC | 0.02% | No change | 394 | $95K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 390 | $94K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 389 | $93K |
| Hantz Financial Services, Inc. | 0.00% | Add +28.1% | 378 | $91K |
| Wellington Grp LLC | 0.03% | New | 373 | $90K |
| REAP Financial Group, LLC | 0.02% | Add +5.2% | 366 | $88K |
| Wellington Shields & Co., LLC | 0.02% | No change | 363 | $87K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.1% | 359 | $86K |
| Team Financial Group, LLC | 0.04% | No change | 352 | $84K |
| Westside Investment Management, Inc. | 0.01% | No change | 346 | $83K |
| Prosperity Bancshares Inc | 0.07% | No change | 338 | $81K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $81K |
| Wells Financial Advisors INC | 0.37% | No change | 335 | $80K |
| Group One Trading LLC | 0.00% | New | 335 | $80K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -82.2% | 334 | $80K |
| Kingdom Financial Group LLC. | 0.02% | Reduce -41.0% | 334 | $80K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Reduce -4.9% | 332 | $80K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 331 | $79K |
| Richardson Financial Services Inc. | 0.05% | Reduce -24.4% | 319 | $77K |
| Tucker Asset Management LLC | 0.02% | Add +763.9% | 311 | $75K |
| GAMMA Investing LLC | 0.00% | Add +43.5% | 310 | $74K |
| Rothschild Investment LLC | 0.00% | No change | 295 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.8% | 267 | $65K |
| Abound Wealth Management | 0.01% | No change | 266 | $64K |
| CNB Bank | 0.03% | No change | 263 | $63K |
| Measured Wealth Private Client Group, LLC | 0.02% | No change | 254 | $61K |
| Independence Bank of Kentucky | 0.01% | Reduce -37.7% | 250 | $60K |
| Realta Investment Advisors | 0.02% | No change | 243 | $58K |
| Operose Advisors LLC | 0.01% | Add +10.8% | 236 | $57K |
| Salem Investment Counselors Inc. | 0.00% | New | 234 | $56K |
| Hilltop National Bank | 0.01% | No change | 230 | $55K |
| Nemes Rush Group LLC | 0.01% | No change | 217 | $52K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 210 | $50K |
| FWL Investment Management, LLC | 0.01% | No change | 200 | $48K |
| Kings Path Partners LLC | 0.02% | Reduce -1.0% | 192 | $46K |
| Dunhill Financial, LLC | 0.01% | Add +20.9% | 191 | $46K |
| Aventura Private Wealth, LLC | 0.02% | New | 189 | $45K |
| Vanguard National Trust Co | 0.00% | — | 188 | $45K |
| Spirit of America Management Corp. | 0.01% | Reduce -22.5% | 169 | $45K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Add +13.7% | 183 | $44K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -18.7% | 183 | $44K |
| HM Payson & Co. | 0.00% | Add +2.9% | 176 | $42K |
| Family Capital Trust Co | 0.02% | No change | 176 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 173 | $42K |
| Financial Network Wealth Advisors LLC | 0.04% | Add +60.0% | 168 | $40K |
| Bfsg, LLC | 0.00% | No change | 166 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 165 | $40K |
| Clark Wealth Partners | 0.03% | Reduce -7.3% | 164 | $39K |
| S&T Bank | 0.01% | Reduce -49.5% | 163 | $39K |
| Y.D. More Investments Ltd | 0.00% | No change | 170 | $39K |
| Ares Financial Consulting, LLC | 0.03% | No change | 156 | $38K |
| Aviso Financial Inc. | 0.00% | Reduce -53.5% | 159 | $38K |
| NBT Bank, N.A. | 0.00% | Reduce -39.6% | 151 | $36K |
| Islay Capital Management, LLC | 0.02% | No change | 150 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 150 | $36K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 145 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +11.8% | 142 | $34K |
| Arlington Trust Co LLC | 0.00% | No change | 131 | $31K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 130 | $31K |
| Hamrick Investment Counsel, llc | 0.02% | New | 128 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -3.1% | 126 | $30K |
| Howe & Rusling Inc. | 0.00% | No change | 126 | $30K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 121 | $29K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 120 | $29K |
| Ameriflex Group, Inc. | 0.01% | No change | 119 | $29K |
| WFA of San Diego, LLC | 0.02% | No change | 116 | $28K |
| Curio Wealth, LLC | 0.01% | No change | 114 | $27K |
| Indiana Trust & Investment Management Co | 0.01% | New | 109 | $26K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 108 | $26K |
| TFC Financial Management, Inc. | 0.00% | No change | 108 | $26K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | New | 108 | $26K |
| DecisionPoint Financial, LLC | 0.01% | Reduce -42.7% | 102 | $24K |
| Zions Bancorporation, National Association | 0.00% | New | 102 | $24K |
| Dagco, Inc. | 0.01% | No change | 100 | $24K |
| Cary Street Partners Financial LLC | 0.00% | No change | 99 | $24K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 97 | $23K |
| Signature Equity Partners, LLC | 0.01% | Add +11.0% | 91 | $22K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 90 | $22K |
| Imprint Wealth LLC | 0.10% | No change | 90 | $22K |
| Marshall Investment Management, LLC | 0.01% | New | 89 | $21K |
| Strive Financial Group ,LLC | 0.01% | No change | 87 | $21K |
| Bayban | 0.02% | Add +4200.0% | 86 | $21K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $20K |
| Millstone Evans Group, LLC | 0.01% | Reduce -24.1% | 82 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 81 | $19K |
| Gill Capital Partners, LLC | 0.01% | New | 81 | $19K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 79 | $19K |
| Triumph Capital Management | 0.00% | Reduce -15.2% | 78 | $19K |
| EPG Wealth Management LLC | 0.00% | No change | 71 | $17K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 69 | $17K |
| Caldwell Trust Co | 0.00% | No change | 68 | $16K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 67 | $16K |
| JPL Wealth Management, LLC | 0.00% | New | 62 | $15K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $14K |
| 2UniFi Bank | 0.01% | No change | 58 | $14K |
| Family Manage LLC | 0.00% | No change | 57 | $14K |
| Avion Wealth | 0.00% | No change | 58 | $13K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 49 | $12K |
| TopTier Wealth Management, LLC | 0.01% | New | 48 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | Add +187.5% | 46 | $11K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 45 | $11K |
| Phillips Financial Management, LLC | 0.00% | No change | 45 | $11K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 42 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 38 | $9K |
| Westwind Capital | 0.00% | Reduce -99.7% | 37 | $9K |
| Hurley Capital, LLC | 0.00% | Reduce -44.6% | 36 | $9K |
| Archer Investment Corp | 0.00% | No change | 33 | $8K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 31 | $7K |
| Arvest Investments, Inc. | 0.00% | New | 31 | $7K |
| Pacific Center for Financial Services | 0.00% | New | 30 | $7K |
| Financial Freedom, LLC | 0.00% | New | 29 | $7K |
| Advocate Investing Services LLC | 0.01% | New | 29 | $7K |
| AlphaCore Capital LLC | 0.00% | New | 29 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 29 | $7K |
| St Germain D J Co. Inc. | 0.00% | Add +55.6% | 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% | No change | 27 | $6K |
| Tidemark, LLC | 0.00% | New | 27 | $6K |
| High Note Wealth, LLC | 0.00% | New | 27 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $6K |
| Investors Research Corp | 0.00% | No change | 26 | $6K |
| Motco | 0.00% | No change | 23 | $6K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 19 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 20 | $5K |
| MBM Wealth Consultants, LLC | 0.00% | New | 20 | $5K |
| Adirondack Trust Co. | 0.00% | New | 17 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $4K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 14 | $3K |
| Toronto Dominion Bank | 0.00% | New | 14 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 13 | $3K |
| NFSG Corp | 0.00% | No change | 12 | $3K |
| Truvestments Capital LLC | 0.00% | New | 12 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 11 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 10 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $2K |
| NorthAvenue LLC | 0.00% | No change | 8 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 7 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $1K |
| Alerus Financial NA | 0.00% | No change | 6 | $1K |
| Horizon Investments, LLC | 0.00% | Reduce -14.3% | 6 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 5 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 4 | $960 |
| Chelsea Counsel Co. | 0.00% | No change | 4 | $960 |
| Front Row Advisors LLC | 0.00% | No change | 4 | $960 |
| United Financial Planning Group LLC | 0.00% | Reduce -94.0% | 3 | $720 |
| Robinswood Financial LLC | 0.00% | No change | 3 | $719 |
| Princeton Global Asset Management LLC | 0.00% | No change | 3 | $677 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 2 | $483 |
| Rachor Investment Advisory Services, LLC | 0.00% | New | 2 | $481 |
| Burk Holdings LLC | 0.00% | New | 1 | $343 |
| Nalls Sherbakoff Group, LLC | 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.