iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2026 (June 30)1,210holders +148
209new positions
64sold out
5famous investors
$342.20avg. 13F price*
At the end of Q2 2026, 1,210 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 148 from Q1 2026. 209 opened new positions and 64 sold out. The largest holders were Mercer Global Advisors Inc. ($2.8B), Envestnet Asset Management Inc. ($2.7B) and FMR LLC ($2.0B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 209 | $794.5M |
| Exits | 64 | $93.5M |
All 13F filers, Q1 2026 → Q2 2026: 5,474,708 shares bought and 5,279,460 shares sold, net +195,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,210 holders
| Mercer Global Advisors Inc. | 3.44% | Reduce -3.2% | 8,117,410 | $2.8B |
| Envestnet Asset Management Inc. | 0.64% | Reduce -6.8% | 7,899,452 | $2.7B |
| FMR LLC | 0.09% | Add +4.1% | 5,705,939 | $2.0B |
| Raymond James Financial Inc. | 0.31% | Add +2.9% | 3,375,616 | $1.2B |
| LPL Financial LLC | 0.26% | Add +0.2% | 3,371,900 | $1.2B |
| Morgan Stanley | 0.05% | Reduce -12.1% | 2,708,782 | $928.7M |
| Blue Trust, Inc. | 5.07% | Add +10.6% | 1,409,680 | $483.3M |
| Ameriprise Financial Inc. | 0.09% | Reduce -2.5% | 1,333,850 | $457.9M |
| Bank of America Corp. | 0.03% | Add +12.8% | 1,319,411 | $452.3M |
| State of Michigan Retirement System | 1.98% | Reduce -2.8% | 1,301,990 | $446.4M |
| BlackRock, Inc. | 0.01% | Reduce -22.9% | 1,252,332 | $429.3M |
| Assetmark, Inc. | 0.67% | Reduce -2.9% | 1,140,605 | $391.0M |
| Cerity Partners LLC | 0.46% | Reduce -7.0% | 1,099,673 | $377.0M |
| Wells Fargo & Company | 0.06% | Add +28.5% | 1,086,149 | $372.4M |
| JPMorgan Chase & Co. | 0.02% | Reduce -12.3% | 1,003,960 | $337.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.68% | Reduce -3.0% | 931,613 | $319.4M |
| MML Investors Services, LLC | 0.58% | Add +32.6% | 830,205 | $284.6M |
| UBS Group AG | 0.04% | Reduce -2.3% | 691,900 | $237.2M |
| Orgel Wealth Management, LLC | 4.37% | Reduce -1.6% | 672,724 | $230.6M |
| Park Avenue Securities LLC | 1.37% | Reduce -11.4% | 639,938 | $219.4M |
| Citigroup Inc. | 0.10% | Add +152.5% | 637,867 | $218.7M |
| Cetera Investment Advisers | 0.19% | Reduce -2.6% | 595,918 | $204.3M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Reduce -1.1% | 607,622 | $195.5M |
| Envestnet Portfolio Solutions, Inc. | 0.90% | Reduce -22.3% | 548,612 | $188.1M |
| Janney Montgomery Scott LLC | 0.33% | Reduce -16.9% | 499,697 | $171.3M |
| Royal Bank of Canada | 0.03% | Reduce -3.2% | 491,288 | $168.4M |
| Clearbridge Investments, LLC | 0.14% | New | 483,302 | $165.7M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -3.0% | 467,786 | $160.4M |
| Symmetry Partners, LLC | 7.46% | Reduce -2.0% | 426,885 | $146.3M |
| Savant Capital, LLC | 0.41% | Add +3.0% | 413,948 | $141.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.4% | 391,288 | $134.1M |
| Balentine LLC | 4.63% | New | 380,266 | $130.4M |
| Captrust Financial Advisors | 0.20% | Add +3.8% | 372,327 | $127.6M |
| Arizona PSPRS Trust | 4.62% | Add +0.1% | 361,757 | $124.0M |
| Foundations Investment Advisors, LLC | 1.24% | Reduce -20.1% | 352,034 | $120.7M |
| Corient Private Wealth LP | 0.16% | Reduce -64.5% | 346,128 | $118.7M |
| Osaic Holdings, Inc. | 0.14% | Add +6.1% | 344,387 | $118.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -19.5% | 342,136 | $117.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -12.2% | 337,175 | $115.6M |
| Stifel Financial Corp. | 0.10% | Add +0.8% | 335,012 | $114.9M |
| OneDigital Investment Advisors LLC | 0.95% | Reduce -22.3% | 328,191 | $112.5M |
| High Probability Advisors, LLC | 11.81% | Add +2.5% | 322,023 | $110.4M |
| NewEdge Advisors, LLC | 0.32% | Reduce -20.3% | 317,902 | $109.0M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -12.1% | 299,827 | $102.8M |
| Foster Group, Inc. | 2.62% | Reduce -9.5% | 287,607 | $98.6M |
| Merit Financial Group, LLC | 0.58% | Reduce -20.5% | 274,471 | $94.1M |
| Jones Financial Companies LLLP | 0.03% | Add +13.3% | 230,444 | $75.1M |
| JB Capital LLC | 2.52% | Reduce -25.8% | 212,113 | $72.7M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Reduce -7.0% | 209,549 | $71.8M |
| Strategic Financial Services, Inc. | 3.11% | Reduce -8.3% | 206,900 | $70.9M |
| Armbruster Capital Management, Inc. | 10.54% | Reduce -2.9% | 206,320 | $70.7M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -15.5% | 205,348 | $70.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.10% | New | 200,000 | $68.6M |
| AdvisorShares Investments LLC | 8.05% | New | 194,494 | $66.7M |
| Ameritas Advisory Services, LLC | 1.33% | Add +51.2% | 192,185 | $65.9M |
| Keybank National Association | 0.21% | Reduce -1.4% | 183,285 | $62.8M |
| New York Life Investment Management LLC | 0.44% | Add +17.3% | 181,964 | $62.4M |
| Kathmere Capital Management, LLC | 3.31% | Add +0.4% | 181,563 | $62.2M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -22.3% | 166,581 | $57.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +3.2% | 162,354 | $55.7M |
| Sanchez Wealth Management Group | 9.56% | Add +2.4% | 159,211 | $54.6M |
| Integrated Wealth Concepts LLC | 0.35% | Reduce -3.1% | 156,329 | $53.6M |
| Advocacy Wealth Management, LLC | 1.88% | Reduce -25.2% | 150,686 | $51.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +42.0% | 142,374 | $48.7M |
| Atria Investments, Inc | 0.48% | Reduce -3.6% | 140,944 | $48.3M |
| Truist Financial Corp. | 0.06% | Reduce -15.5% | 138,812 | $47.6M |
| Acropolis Investment Management, LLC | 1.86% | Reduce -2.9% | 137,797 | $47.2M |
| Mullooly Asset Management, Inc. | 14.15% | Reduce -2.5% | 134,087 | $46.0M |
| 1900 Wealth Management LLC | 2.52% | Reduce -0.5% | 132,103 | $45.3M |
| Beacon Pointe Advisors, LLC | 0.21% | Reduce -0.6% | 131,871 | $45.2M |
| Stonehearth Capital Management, LLC | 13.68% | Reduce -5.7% | 116,926 | $40.1M |
| M&T Bank Corp | 0.11% | Reduce -0.2% | 113,665 | $39.0M |
| Oppenheimer & Co. Inc. | 0.41% | Add +2.7% | 113,255 | $38.8M |
| Savvy Advisors, Inc. | 0.83% | Reduce -2.5% | 113,097 | $38.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +7.7% | 112,880 | $38.7M |
| BNP Paribas Financial Markets | 0.02% | Add +531.8% | 111,711 | $38.3M |
| Apella Capital, LLC | 0.54% | Reduce -3.2% | 121,579 | $38.0M |
| Journey Advisory Group, LLC | 2.85% | Add +76.4% | 108,657 | $37.3M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 105,428 | $36.1M |
| Lido Advisors, LLC | 0.13% | Reduce -32.5% | 104,732 | $35.9M |
| Convergence Financial, LLC | 2.84% | Add +17.8% | 104,086 | $35.7M |
| Sequoia Financial Advisors, LLC | 0.18% | Add +6.7% | 103,852 | $35.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.84% | New | 102,412 | $35.1M |
| Baird Financial Group, Inc. | 0.05% | Add +20.9% | 102,369 | $35.1M |
| Marshall Wace, LLP | 0.03% | New | 99,639 | $34.2M |
| Clark Capital Management Group, Inc. | 0.18% | Add +10184.3% | 98,112 | $33.6M |
| Vise Technologies, Inc. | 0.38% | Add +190.8% | 96,996 | $33.3M |
| AE Wealth Management LLC | 0.15% | Reduce -23.1% | 96,754 | $33.2M |
| Mariner, LLC | 0.03% | Reduce -5.8% | 91,250 | $31.3M |
| Susquehanna International Group, LLP | 0.03% | Add +397.8% | 90,906 | $31.2M |
| Trinity Wealth Management, LLC | 9.76% | Add +27.8% | 89,744 | $30.8M |
| Prudent Investors Network, Inc. | 5.96% | Add +29.8% | 89,724 | $30.8M |
| Barclays PLC | 0.01% | Add +2080.7% | 89,037 | $30.5M |
| Quadrature Capital Ltd | 0.26% | New | 87,445 | $30.0M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +63.2% | 83,121 | $28.5M |
| Private Advisor Group, LLC | 0.13% | Add +6.0% | 82,495 | $28.3M |
| Invst, LLC | 2.74% | Add +200.3% | 81,852 | $28.1M |
| Bell Investment Advisors, Inc | 3.92% | Reduce -11.8% | 77,807 | $26.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.26% | Reduce -28.5% | 74,194 | $25.4M |
| Glenview Trust Co | 0.35% | Reduce -0.4% | 73,959 | $25.4M |
| Straight Path Wealth Management | 5.75% | Reduce -5.5% | 71,699 | $24.6M |
| SteelPeak Wealth, LLC | 0.64% | Reduce -8.1% | 71,207 | $24.4M |
| Creative Planning | 0.01% | Add +1.3% | 68,617 | $23.5M |
| Advisory Services Network, LLC | 0.27% | Add +255.5% | 68,603 | $23.5M |
| Icon Wealth Advisors, LLC | 1.40% | Reduce -21.2% | 67,815 | $23.2M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +2.3% | 65,460 | $22.4M |
| Sagespring Wealth Partners, LLC | 0.34% | Reduce -2.7% | 64,414 | $22.1M |
| Parker Investment Management, LLC | 2.62% | Add +1853.8% | 63,303 | $21.7M |
| D'Orazio & Associates, Inc. | 2.51% | Add +5.8% | 63,196 | $21.7M |
| Oxford Financial Group, LTD. LLC | 1.09% | Reduce -4.8% | 62,738 | $21.5M |
| CFO4Life Group, LLC | 2.80% | Reduce -0.5% | 60,583 | $20.8M |
| Waverly Advisors, LLC | 0.12% | Add +5.9% | 59,470 | $20.4M |
| CPC Advisors, LLC | 2.72% | Add +1.0% | 58,859 | $20.2M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -39.2% | 57,156 | $19.6M |
| NorthRock Partners, LLC | 0.28% | Reduce -9.1% | 56,748 | $19.5M |
| Jane Street Group, LLC | 0.01% | Add +17.8% | 54,879 | $18.8M |
| Nan Shan Life Insurance Co., Ltd. | 0.58% | New | 54,183 | $18.6M |
| Summit Wealth Group, LLC | 3.72% | Add +0.2% | 53,239 | $18.3M |
| Mgo One Seven LLC | 0.30% | Reduce -30.4% | 52,927 | $18.1M |
| Win Advisors, Inc. | 6.24% | Add +292.2% | 51,032 | $17.5M |
| Well Done, LLC | 2.29% | Reduce -2.6% | 49,716 | $17.0M |
| Davidson Investment Advisors | 0.69% | New | 49,002 | $16.8M |
| &partners | 0.07% | Reduce -4.4% | 49,034 | $16.8M |
| Elevation Point Wealth Partners, LLC | 0.31% | Reduce -6.0% | 48,885 | $16.8M |
| Shah Wealth Advisors, LLC | 3.86% | — | 48,732 | $16.7M |
| Solidarity Wealth, LLC | 2.91% | New | 48,687 | $16.7M |
| Sharkey, Howes & Javer | 2.01% | Reduce -26.3% | 48,608 | $16.7M |
| Global Retirement Partners, LLC | 0.25% | — | 48,480 | $16.6M |
| Shepherd Financial Partners LLC | 1.33% | Reduce -24.4% | 47,285 | $16.2M |
| Quantinno Capital Management LP | 0.02% | Add +20.2% | 47,231 | $16.2M |
| EP Wealth Advisors, LLC | 0.06% | Add +1094.3% | 47,057 | $16.1M |
| AQR Capital Management | 0.01% | Add +24.9% | 46,941 | $16.1M |
| Principal Securities, Inc. | 0.19% | Add +76.4% | 46,907 | $16.1M |
| Franklin Resources Inc. | 0.00% | Reduce -12.1% | 46,339 | $15.9M |
| Anderson Hoagland & Co. | 1.24% | Add +2.0% | 46,069 | $15.8M |
| Stone House Investment Management, LLC | 2.08% | Reduce -27.2% | 45,709 | $15.7M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +17.7% | 45,484 | $15.6M |
| Advyzon Investment Management, LLC | 1.09% | Add +49.5% | 43,832 | $15.0M |
| Scarborough Advisors, LLC | 1.67% | Reduce -33.0% | 44,839 | $14.6M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +4.7% | 42,138 | $14.4M |
| Equitable Holdings, Inc. | 0.09% | Reduce -17.8% | 41,863 | $14.4M |
| Royal Fund Management, LLC | 1.20% | Reduce -0.3% | 41,759 | $14.3M |
| Jump Financial, LLC | 0.14% | New | 41,734 | $14.3M |
| Brookstone Capital Management | 0.14% | Add +14.4% | 41,495 | $14.2M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +24.1% | 41,434 | $14.2M |
| Pettinga Financial Advisors LLC | 2.27% | Reduce -28.9% | 41,384 | $14.2M |
| Garrett Wealth Advisory Group, LLC | 2.13% | Reduce -0.9% | 40,406 | $13.9M |
| Scissortail Wealth Management, LLC | 2.65% | Reduce -9.5% | 40,238 | $13.8M |
| RH Tailwind Management, LLC | 6.40% | New | 40,000 | $13.7M |
| Trilogy Capital Inc. | 0.53% | Reduce -4.5% | 39,384 | $13.5M |
| PAX Financial Group, LLC | 1.99% | Reduce -15.1% | 39,099 | $13.4M |
| Meredith Wealth Planning | 3.13% | Add +0.1% | 38,700 | $13.3M |
| Chicago Partners Investment Group LLC | 0.26% | Reduce -0.1% | 40,948 | $12.9M |
| Aptus Capital Advisors, LLC | 0.09% | Add +2.6% | 37,438 | $12.8M |
| Centaurus Financial, Inc. | 0.50% | Reduce -23.0% | 37,377 | $12.8M |
| Vident Advisory, LLC | 0.09% | Add +17.7% | 37,121 | $12.7M |
| D.A. Davidson & Co. | 0.07% | Add +4.1% | 36,900 | $12.7M |
| Elevated Financial Group LLC | 3.57% | Add +7.0% | 36,880 | $12.6M |
| Regal Investment Advisors LLC | 0.66% | Reduce -4.4% | 36,766 | $12.6M |
| Trek Financial, LLC | 0.62% | Reduce -18.1% | 36,402 | $12.5M |
| World Investment Advisors | 0.20% | Add +20.9% | 39,860 | $12.3M |
| Jmac Enterprises LLC | 2.05% | Reduce -8.1% | 35,430 | $12.1M |
| Tradewinds, LLC. | 2.72% | New | 13,623 | $12.1M |
| Washburn Capital Management, Inc. | 5.91% | Add +103.3% | 35,042 | $12.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.20% | Reduce -19.2% | 34,709 | $11.9M |
| Strategic Blueprint, LLC | 0.59% | Reduce -21.3% | 34,522 | $11.8M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -14.0% | 34,398 | $11.8M |
| Financial Architects, LLC | 5.53% | Reduce -0.5% | 33,655 | $11.5M |
| Keystone Financial Group | 0.67% | Reduce -21.0% | 32,851 | $11.3M |
| Shufro Rose & Co. LLC | 0.64% | Reduce -1.6% | 32,484 | $11.1M |
| Kelly Financial Services LLC | 2.38% | Reduce -23.8% | 32,473 | $11.1M |
| Haverford Trust Co | 0.10% | Add +11.7% | 32,351 | $11.1M |
| Harbour Investments, Inc. | 0.15% | Add +10.5% | 32,228 | $11.0M |
| Keystone Financial Services | 2.84% | Reduce -25.8% | 32,221 | $11.0M |
| Tower Research Capital LLC (TRC) | 0.27% | Add +1019.3% | 31,989 | $11.0M |
| IFP Advisors, Inc | 0.20% | Add +79.4% | 31,818 | $10.9M |
| Tacita Capital Inc | 5.87% | Reduce -2.1% | 31,541 | $10.8M |
| Brickley Wealth Management | 1.55% | Add +0.3% | 31,537 | $10.8M |
| GFS Advisors, LLC | 1.14% | New | 123 | $10.7M |
| Csenge Advisory Group | 0.43% | Reduce -5.4% | 31,148 | $10.7M |
| Apollon Wealth Management, LLC | 0.13% | Add +6.3% | 30,806 | $10.6M |
| Beacon Financial Group | 0.96% | Reduce -23.4% | 30,725 | $10.5M |
| Arax Advisory Partners | 0.07% | Add +174.4% | 30,536 | $10.5M |
| Strategic Investment Advisors / MI | 0.63% | Add +0.5% | 30,503 | $10.5M |
| Alliance Wealth Advisors, LLC | 1.97% | New | 30,407 | $10.4M |
| Elevation Capital Advisory, LLC | 3.97% | Add +70.2% | 29,995 | $10.3M |
| PW Nova Financial Services LLC | 2.18% | Reduce -0.7% | 29,669 | $10.2M |
| Cavalier Investments, LLC | 3.74% | New | 29,662 | $10.2M |
| University of Illinois Foundation | 1.79% | New | 29,170 | $10.0M |
| Unison Advisors LLC | 0.69% | Add +16.3% | 29,042 | $10.0M |
| Capital Planning LLC | 2.84% | Reduce -6.8% | 28,447 | $9.8M |
| Modern Wealth Management, LLC | 0.12% | Reduce -11.3% | 28,194 | $9.7M |
| Choreo, LLC | 0.11% | Reduce -2.4% | 28,089 | $9.6M |
| Kilter Group LLC | 3.46% | Reduce -11.6% | 27,850 | $9.5M |
| Swmg, LLC | 2.20% | Reduce -18.1% | 29,179 | $9.3M |
| Tsfg, LLC | 1.17% | Reduce -27.9% | 27,091 | $9.3M |
| Liberty Wealth Management LLC | 1.15% | No change | 38,474 | $9.2M |
| Mascoma Wealth Management LLC | 1.71% | Reduce -0.5% | 26,878 | $9.2M |
| Professional Financial Advisors, LLC | 1.56% | Add +3.8% | 26,369 | $9.0M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -0.7% | 26,356 | $9.0M |
| IFG Advisory, LLC | 0.31% | New | 26,174 | $9.0M |
| Sound Portfolio Advisors, LLC | 6.28% | Add +2.9% | 25,821 | $8.9M |
| Stokes Family Office, LLC | 1.02% | Reduce -48.2% | 25,630 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.35% | Reduce -2.8% | 25,481 | $8.7M |
| Alexis Investment Partners, LLC | 5.11% | Reduce -30.5% | 25,979 | $8.7M |
| US Bancorp \de | 0.01% | Add +6.7% | 25,461 | $8.7M |
| Perennial Investment Advisors, LLC | 0.58% | Reduce -10.8% | 25,423 | $8.7M |
| Asset Advisors Investment Management, LLC | 0.80% | Add +2162.1% | 25,335 | $8.7M |
| Legacy Financial Group LLC | 0.98% | Reduce -24.8% | 25,332 | $8.7M |
| Atlas Capital Advisors Inc. | 0.94% | Reduce -2.2% | 25,147 | $8.6M |
| ONE Advisory Partners, LLC | 2.33% | Reduce -31.3% | 24,987 | $8.6M |
| Rothschild Wealth LLC | 0.68% | Reduce -22.5% | 24,908 | $8.5M |
| Midwest Capital Advisors, LLC | 3.40% | Reduce -38.5% | 24,450 | $8.4M |
| Forefront Analytics, LLC | 9.10% | Add +0.8% | 24,434 | $8.4M |
| Tradition Wealth Management, LLC | 0.51% | Reduce -0.3% | 24,396 | $8.4M |
| Wealth Alliance, LLC | 0.70% | Reduce -18.3% | 24,354 | $8.3M |
| Fifth Third Bancorp | 0.01% | Add +22.8% | 24,060 | $8.2M |
| Guardian Capital, LLC | 6.75% | Add +115.0% | 24,056 | $8.2M |
| Cibc World Market Inc. | 0.01% | Add +10.3% | 23,999 | $8.2M |
| RHS Financial, LLC | 3.31% | Reduce -1.4% | 23,913 | $8.2M |
| Avant Capital LLC | 5.11% | Add +0.1% | 23,786 | $8.2M |
| 360 Financial, Inc. | 2.04% | Reduce -1.2% | 23,385 | $8.0M |
| Indivisible Partners | 0.45% | Add +6.0% | 23,375 | $8.0M |
| Cozad Asset Management Inc. | 0.51% | Add +0.3% | 23,006 | $7.9M |
| Independent Financial Group, LLC | 0.15% | Reduce -15.0% | 22,992 | $7.9M |
| Gateway Wealth Partners, LLC | 0.47% | Reduce -47.6% | 22,613 | $7.8M |
| Diversify Advisory Services, LLC | 0.13% | New | 25,522 | $7.7M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -18.7% | 25,522 | $7.7M |
| Group One Trading LLC | 0.22% | Add +6450.1% | 21,943 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.13% | Reduce -5.2% | 21,879 | $7.5M |
| Sollinda Capital Management LLC | 1.59% | Add +238.9% | 21,699 | $7.4M |
| Allworth Financial LP | 0.03% | Add +3.6% | 21,684 | $7.4M |
| Peddock Capital Advisors, LLC | 1.48% | Add +2.3% | 21,673 | $7.4M |
| Wealthspire Advisors, LLC | 0.04% | Add +531.8% | 21,595 | $7.4M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -7.6% | 21,561 | $7.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +35.0% | 21,532 | $7.4M |
| Bay Harbor Wealth Management, LLC | 1.70% | Reduce -20.5% | 21,497 | $7.4M |
| Beacon Financial Planning, Inc. | 2.47% | Add +22.6% | 21,244 | $7.3M |
| Peak Wealth Management LLC | 5.09% | Reduce -0.0% | 21,161 | $7.3M |
| Parallax Volatility Advisers, L.P. | 0.33% | New | 21,020 | $7.2M |
| Gallagher Fiduciary Advisors, LLC | 0.24% | Add +3.4% | 20,845 | $7.1M |
| First Business Financial Services, Inc. | 0.54% | No change | 20,335 | $7.0M |
| Archvest Wealth Advisors, Inc. | 4.02% | Add +4.2% | 20,243 | $6.9M |
| BCGM Wealth Management, LLC | 1.46% | Reduce -22.9% | 20,205 | $6.9M |
| Capital Analysts, LLC | 0.16% | Reduce -14.9% | 19,943 | $6.8M |
| Claro Advisors Inc. | 0.71% | Reduce -21.0% | 19,867 | $6.8M |
| Bellwether Advisors, LLC | 1.00% | Add +5.6% | 19,694 | $6.8M |
| Scotia Capital Inc. | 0.03% | Reduce -21.1% | 19,677 | $6.7M |
| Tactive Advisors, LLC | 1.59% | New | 18,814 | $6.5M |
| Guerra Pan Advisors, LLC | 3.58% | Reduce -0.8% | 18,737 | $6.4M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -0.1% | 18,572 | $6.4M |
| Western Wealth Management, LLC | 0.21% | Add +1.4% | 18,509 | $6.3M |
| Sovran Advisors, LLC | 0.47% | Reduce -7.5% | 22,302 | $6.3M |
| Golden State Wealth Management, LLC | 0.57% | Add +132.3% | 18,193 | $6.2M |
| Plotkin Financial Advisors, LLC | 2.57% | Reduce -4.3% | 18,100 | $6.2M |
| Rik Saylor Financial, Inc. | 4.06% | Reduce -1.2% | 17,894 | $6.1M |
| WealthShield Partners, LLC | 0.93% | Reduce -32.9% | 17,824 | $6.1M |
| Sax Wealth Advisors, LLC | 0.24% | Reduce -0.2% | 25,000 | $6.0M |
| Founders Financial Alliance, LLC | 0.79% | Add +2202.8% | 17,340 | $5.9M |
| Sowell Financial Services LLC | 0.19% | Add +17.9% | 17,189 | $5.9M |
| Argent Trust Co | 0.17% | Add +224.2% | 17,139 | $5.9M |
| First Heartland Consultants, Inc. | 0.38% | Add +1.0% | 17,083 | $5.9M |
| ShoreHaven Wealth Partners, LLC | 1.83% | Reduce -27.6% | 17,004 | $5.8M |
| Beacon Capital Management, LLC | 0.85% | Add +166.6% | 16,932 | $5.8M |
| Caprock Group, LLC | 0.11% | Add +23.3% | 16,846 | $5.8M |
| Mutual Advisors, LLC | 0.11% | Add +213.7% | 16,787 | $5.8M |
| Sound Financial Strategies Group, LLC | 3.65% | No change | 16,770 | $5.7M |
| VestGen Advisors, LLC | 0.17% | Reduce -19.3% | 16,525 | $5.7M |
| AssuredPartners Investment Advisors, LLC | 0.55% | Reduce -11.5% | 16,446 | $5.6M |
| Audent Global Asset Management, LLC | 6.28% | Add +53.7% | 16,409 | $5.6M |
| Lineweaver Wealth Advisors, LLC | 0.67% | Reduce -45.8% | 16,367 | $5.6M |
| Sigma Planning Corp | 0.14% | Add +0.2% | 16,311 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 1.26% | Reduce -10.6% | 16,222 | $5.6M |
| CVA Family Office, LLC | 0.50% | Add +2.2% | 16,117 | $5.5M |
| Fortis Group Advisors, LLC | 0.88% | Reduce -0.8% | 16,073 | $5.5M |
| Capital Investment Advisors, LLC | 0.07% | Add +33.1% | 16,010 | $5.5M |
| Columbia Advisory Partners LLC | 3.00% | Reduce -0.9% | 15,883 | $5.4M |
| Independent Solutions Wealth Management, LLC | 0.70% | Reduce -0.7% | 15,592 | $5.3M |
| Beacon Bridge Wealth Partners, LLC | 1.49% | Reduce -20.0% | 15,240 | $5.2M |
| Peachtree Investment Partners, LLC | 1.67% | New | 15,210 | $5.2M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -26.0% | 15,146 | $5.2M |
| Advantage Trust Co | 1.82% | New | 15,062 | $5.2M |
| 10Elms LLP | 2.31% | Add +35.0% | 15,052 | $5.2M |
| GTS Securities LLC | 0.11% | Add +232.6% | 14,936 | $5.1M |
| Stratos Wealth Advisors, LLC | 0.27% | Reduce -29.2% | 14,450 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +535.2% | 14,374 | $4.9M |
| Archer Investment Management, LLC | 1.68% | Reduce -28.5% | 14,362 | $4.9M |
| UMB Bank, n.a. | 0.06% | Add +14.5% | 14,286 | $4.9M |
| Endeavor Private Wealth, Inc. | 1.18% | Reduce -12.4% | 14,206 | $4.9M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +101.2% | 14,202 | $4.9M |
| Bellars Harris Wealth Management, LLC | 0.98% | — | 13,993 | $4.8M |
| Hantz Financial Services, Inc. | 0.06% | Add +3596.3% | 13,972 | $4.8M |
| Quadrant Private Wealth Management, LLC | 1.07% | Reduce -21.6% | 13,943 | $4.8M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +4.0% | 13,927 | $4.8M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.27% | Reduce -19.2% | 13,900 | $4.8M |
| 5T Wealth, LLC | 1.77% | Reduce -18.8% | 13,854 | $4.7M |
| Southland Equity Partners LLC | 0.83% | Reduce -5.2% | 13,809 | $4.7M |
| Town Capital LLC | 3.00% | Reduce -19.5% | 13,777 | $4.7M |
| WMS Group LLC | 6.09% | Reduce -10.9% | 13,772 | $4.7M |
| Valmark Advisers, Inc. | 0.05% | Add +0.2% | 13,772 | $4.7M |
| WBH Advisory Inc. | 0.32% | Add +768.0% | 13,697 | $4.7M |
| Modus Advisors, LLC | 1.16% | Add +4.8% | 13,689 | $4.7M |
| Oxford Wealth Group, LLC | 2.10% | Reduce -18.9% | 13,686 | $4.7M |
| Silver Oak Securities, Incorporated | 0.28% | Add +600.4% | 13,574 | $4.7M |
| SigFig Wealth Management, LLC | 0.12% | Reduce -25.1% | 13,843 | $4.7M |
| Trust Co | 0.41% | Reduce -5.6% | 13,314 | $4.6M |
| Genesee Capital Advisors, LLC | 1.43% | Add +9.4% | 13,206 | $4.5M |
| Resolute Wealth Advisor, Inc. | 2.57% | No change | 18,790 | $4.5M |
| Van Hulzen Asset Management, LLC | 0.32% | Add +32.0% | 13,068 | $4.5M |
| Horst & Graben Wealth Management LLC | 0.58% | Reduce -8.8% | 13,471 | $4.4M |
| Highview Capital Management LLC | 1.27% | Add +39.8% | 12,889 | $4.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.25% | Add +0.3% | 12,824 | $4.4M |
| Clearview Wealth Management LLC | 2.80% | Reduce -7.3% | 12,715 | $4.4M |
| MorganRosel Wealth Management, LLC | 1.46% | Add +12.0% | 12,622 | $4.3M |
| Cypress Wealth Services, LLC | 0.53% | Reduce -18.1% | 12,532 | $4.3M |
| Basso Capital Management, L.P. | 1.05% | New | 12,447 | $4.3M |
| Forthright Family Wealth Advisory LLC | 2.38% | New | 12,257 | $4.2M |
| Keebeck Wealth Management | 0.40% | Reduce -39.8% | 12,070 | $4.1M |
| Shepherd Kaplan Krochuk, LLC | 3.24% | Reduce -27.3% | 11,907 | $4.1M |
| Polaris Investment Advisors, LLC | 2.61% | Reduce -13.8% | 11,885 | $4.1M |
| DAVENPORT & Co LLC | 0.02% | Add +32.5% | 11,872 | $4.1M |
| Simplicity Wealth,LLC | 0.14% | Reduce -8.3% | 11,854 | $4.1M |
| Citadel Advisors | 0.00% | Reduce -78.3% | 11,853 | $4.1M |
| Whipplewood Advisors, LLC | 2.72% | Reduce -12.8% | 11,804 | $4.0M |
| Intrust Bank NA | 0.30% | Reduce -3.4% | 11,671 | $4.0M |
| Bright Financial Advisors, Inc. | 1.66% | Reduce -2.5% | 11,548 | $4.0M |
| HighPoint Advisor Group LLC | 0.14% | Reduce -0.7% | 11,426 | $3.9M |
| Surience Private Wealth LLC | 3.44% | New | 11,410 | $3.9M |
| SageView Advisory Group, LLC | 0.13% | Reduce -0.7% | 11,377 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1.2% | 11,364 | $3.9M |
| Core Wealth Advisors, LLC | 2.74% | Reduce -31.5% | 10,836 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.23% | Add +0.9% | 10,818 | $3.7M |
| MAI Capital Management | 0.01% | Add +3.2% | 10,654 | $3.7M |
| Detalus Advisors, LLC | 0.71% | Reduce -9.1% | 10,608 | $3.6M |
| Weaver Consulting Group | 0.74% | Reduce -1.3% | 10,583 | $3.6M |
| Pinion Investment Advisors, LLC | 0.69% | Reduce -19.6% | 10,568 | $3.6M |
| Alterna Wealth Management, Inc. | 2.08% | Add +14.1% | 10,548 | $3.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +3.3% | 10,512 | $3.6M |
| Barnes Wealth Management Group, Inc | 1.65% | Reduce -18.8% | 10,393 | $3.6M |
| Vines Capital Management, LLC | 2.92% | Add +3.5% | 10,387 | $3.6M |
| Lantz Financial LLC | 0.65% | Reduce -11.9% | 10,387 | $3.6M |
| Arq Wealth Advisors, LLC | 0.44% | Reduce -14.3% | 11,277 | $3.5M |
| SWP Financial LLC | 1.63% | Reduce -32.7% | 10,288 | $3.5M |
| Elm3 Financial Group, LLC | 2.41% | Reduce -1.8% | 10,255 | $3.5M |
| Hudson Oak Wealth Advisory LLC | 2.71% | Reduce -2.3% | 10,235 | $3.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +9.4% | 10,225 | $3.5M |
| Tempo Wealth, LLC | 0.52% | Reduce -0.0% | 10,204 | $3.5M |
| Blair William & Co. | 0.01% | Add +11.8% | 10,091 | $3.5M |
| Addison Capital Co | 0.57% | Add +4.9% | 10,083 | $3.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -6.8% | 10,049 | $3.4M |
| Sound Income Strategies, LLC | 0.15% | Add +6.7% | 10,001 | $3.4M |
| Simplex Trading, LLC | 0.09% | New | 9,968 | $3.4M |
| Integrated Advisors Network LLC | 0.15% | Reduce -0.3% | 9,813 | $3.4M |
| Focus Financial Network, Inc. | 0.10% | Reduce -6.5% | 9,803 | $3.4M |
| Roman Butler Fullerton & Co. | 0.80% | New | 10,614 | $3.3M |
| One Wealth Capital Management, LLC | 0.94% | Reduce -12.7% | 9,649 | $3.3M |
| Creative Financial Designs Inc. | 0.16% | Add +276.2% | 9,600 | $3.3M |
| Cassia Capital Partners, LLC | 1.59% | No change | 9,576 | $3.3M |
| Smartleaf Asset Management LLC | 0.10% | No change | 9,550 | $3.2M |
| Parallel Advisors, LLC | 0.05% | Reduce -0.2% | 9,321 | $3.2M |
| Braun-Bostich & Associates Inc. | 1.78% | Reduce -23.9% | 9,284 | $3.2M |
| Baker Boyer National Bank | 0.87% | Add +1.0% | 9,265 | $3.2M |
| New England Private Wealth Advisors LLC | 0.30% | Add +0.4% | 10,305 | $3.2M |
| Everpar Advisors LLC | 0.90% | Add +34.5% | 9,188 | $3.1M |
| Focus Partners Wealth | 0.00% | Add +6.7% | 9,155 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 9,154 | $3.1M |
| Novem Group | 0.32% | Add +53.6% | 9,149 | $3.1M |
| Galvin, Gaustad & Stein, LLC | 0.23% | Add +50.6% | 9,100 | $3.1M |
| Crestwood Advisors Group, LLC | 0.05% | Add +4.0% | 9,082 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -3.1% | 9,184 | $3.1M |
| Absolute Capital Management, LLC | 0.75% | Reduce -5.9% | 8,815 | $3.0M |
| Sweeney & Michel, LLC | 0.79% | Reduce -7.7% | 9,769 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.29% | Reduce -4.5% | 8,752 | $3.0M |
| Sig Brokerage, LP | 0.47% | Reduce -48.5% | 8,561 | $2.9M |
| Cornerstone Planning Group LLC | 0.37% | Reduce -11.3% | 9,333 | $2.9M |
| Advus Financial Partners, LLC | 0.66% | Add +13.1% | 8,514 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Add +138.8% | 8,483 | $2.9M |
| Apeiron RIA LLC | 0.73% | New | 8,343 | $2.9M |
| Shared Vision Wealth Group LLC | 0.98% | Reduce -25.3% | 8,281 | $2.8M |
| B.O.S.S. Retirement Advisors, LLC | 0.77% | Reduce -41.3% | 8,267 | $2.8M |
| Legacy Private Trust Co. | 0.16% | Reduce -3.3% | 8,259 | $2.8M |
| Northbridge Financial Group, LLC | 1.09% | Reduce -11.9% | 8,244 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +72.1% | 8,225 | $2.8M |
| Hoxton Planning & Management, LLC | 0.74% | Reduce -13.5% | 8,222 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -35.3% | 8,196 | $2.8M |
| CCG Wealth Management, LLC | 0.63% | No change | 7,965 | $2.7M |
| Firethorn Wealth Partners, LLC | 0.87% | Add +36.1% | 7,871 | $2.7M |
| Flagship Capital Management Inc. | 1.70% | Add +9.7% | 7,860 | $2.7M |
| Nest Investments, LLC | 2.04% | Add +8.0% | 7,846 | $2.7M |
| Clarus Wealth Advisors | 1.03% | Reduce -13.0% | 8,523 | $2.7M |
| Goldstein Advisors, LLC | 0.24% | Reduce -2.0% | 7,819 | $2.7M |
| Physician Wealth Advisors, Inc. | 0.32% | No change | 7,786 | $2.7M |
| Hansen & Associates Financial Group, Inc. | 1.53% | Add +32.1% | 8,282 | $2.7M |
| Lloyd Advisory Services, LLC. | 1.03% | Add +2221.9% | 7,755 | $2.7M |
| Fortune Financial Group, Inc. | 2.08% | Reduce -41.3% | 7,739 | $2.7M |
| RFG Advisory, LLC | 0.04% | Reduce -25.5% | 7,713 | $2.6M |
| Portfolio Resources Advisor Group, Inc. | 2.23% | Reduce -23.4% | 7,674 | $2.6M |
| Centurion Wealth Management LLC | 0.63% | Add +6.4% | 7,648 | $2.6M |
| Synergy Asset Management, LLC | 0.25% | New | 7,615 | $2.6M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.5% | 7,559 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +13.6% | 7,523 | $2.6M |
| Anderson Financial Strategies, LLC | 1.32% | Reduce -13.1% | 8,296 | $2.5M |
| Commonwealth Retirement Investments LLC | 0.68% | Add +4.1% | 7,306 | $2.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +17.9% | 7,272 | $2.5M |
| NTV Asset Management LLC | 0.24% | Reduce -1.4% | 7,246 | $2.5M |
| Financial Enhancement Group LLC | 0.30% | Add +2.8% | 7,225 | $2.5M |
| Fortune Financial Advisors, LLC | 1.05% | Add +13.5% | 7,182 | $2.5M |
| Summit Wealth Group LLC / Co. | 0.20% | Reduce -0.4% | 7,171 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.16% | Reduce -1.3% | 7,677 | $2.4M |
| LiftPoint Family Wealth Advisors LLC | 1.64% | Reduce -25.7% | 7,052 | $2.4M |
| Fermata Advisors, LLC | 0.49% | Reduce -4.4% | 7,038 | $2.4M |
| Belpointe Asset Management LLC | 0.08% | Add +55.6% | 7,002 | $2.4M |
| Uptick Partners, LLC | 0.37% | New | 6,914 | $2.4M |
| Bryant Woods Investment Advisors, LLC | 0.65% | Add +0.4% | 6,859 | $2.4M |
| Magnus Financial Group LLC | 0.17% | Add +4.7% | 6,850 | $2.3M |
| Lodestone Wealth Management LLC | 0.82% | Reduce -0.4% | 6,779 | $2.3M |
| Marino, Stram & Associates LLC | 0.37% | Add +2.1% | 6,773 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -91.1% | 6,754 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.09% | Reduce -27.4% | 6,735 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -9.3% | 6,723 | $2.3M |
| Betterment LLC | 0.00% | Reduce -1.3% | 6,690 | $2.3M |
| Runnymede Capital Advisors, Inc. | 1.33% | Add +26.6% | 6,532 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.27% | Add +51.4% | 6,491 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.10% | No change | 6,350 | $2.2M |
| Mather Group, Llc. | 0.02% | Reduce -18.7% | 6,320 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Reduce -50.6% | 6,309 | $2.2M |
| Decker Wealth Management LLC | 0.46% | Add +0.9% | 6,307 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -14.1% | 6,283 | $2.2M |
| Global Wealth Strategies & Associates | 0.41% | Reduce -20.6% | 6,277 | $2.2M |
| Berbice Capital Management LLC | 1.10% | Add +10.7% | 6,187 | $2.1M |
| Chapin Davis, Inc. | 0.37% | No change | 6,158 | $2.1M |
| Capstone Investment Advisors, LLC | 0.02% | Add +397.9% | 6,139 | $2.1M |
| Avior Wealth Management, LLC | 0.06% | Reduce -9.2% | 6,122 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 6,240 | $2.1M |
| Spire Wealth Management | 0.06% | Reduce -4.9% | 6,099 | $2.1M |
| McCartney Wealth Management LLC | 1.58% | Add +0.3% | 6,073 | $2.1M |
| Bison Wealth, LLC | 0.19% | Add +29.1% | 6,463 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.41% | Reduce -0.6% | 6,032 | $2.1M |
| First National Bank & Trust Co. of Newtown | 0.42% | Add +6.7% | 6,901 | $2.1M |
| Silverlake Wealth Management LLC | 0.39% | Add +51.9% | 6,016 | $2.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | Add +7.3% | 5,966 | $2.0M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -0.1% | 5,956 | $2.0M |
| Hancock Whitney Corp. | 0.03% | No change | 5,940 | $2.0M |
| McNaughton Wealth Management, LLC | 0.72% | No change | 5,904 | $2.0M |
| Blalock Williams, LLC | 1.31% | Reduce -13.5% | 5,877 | $2.0M |
| Great Oak Capital Partners, LLC | 0.43% | Reduce -6.5% | 6,364 | $2.0M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.35% | Reduce -0.1% | 5,840 | $2.0M |
| Oakwell Private Wealth Management, LLC | 0.33% | No change | 5,803 | $2.0M |
| Patten & Patten Inc. | 0.11% | No change | 5,792 | $2.0M |
| ACT Advisors, LLC. | 0.66% | Reduce -0.7% | 5,752 | $2.0M |
| SHP Wealth Management | 0.14% | Add +0.7% | 5,739 | $2.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -3.7% | 5,684 | $1.9M |
| Transcend Capital Advisors, LLC | 0.13% | Add +29.9% | 5,634 | $1.9M |
| CoreCap Advisors, LLC | 0.06% | Reduce -24.0% | 5,607 | $1.9M |
| Brand Asset Management Group, Inc. | 0.42% | New | 5,584 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.2% | 5,563 | $1.9M |
| Gotham Asset Management | 0.00% | No change | 5,544 | $1.9M |
| Davis Wealth Advisors, LLC | 1.46% | Reduce -35.5% | 5,524 | $1.9M |
| LifePlan Investment Advisors, Inc. | 0.64% | Reduce -27.5% | 5,464 | $1.9M |
| Donaldson Capital Management, LLC | 0.05% | Add +0.3% | 5,406 | $1.9M |
| Yukon Wealth Management, Inc. | 0.53% | Add +7.5% | 5,392 | $1.8M |
| Focused Wealth Management, Inc | 0.16% | Reduce -0.2% | 5,382 | $1.8M |
| Magnolia Capital Advisors LLC | 0.32% | Reduce -1.1% | 5,375 | $1.8M |
| Worthington Financial Partners, LLC | 1.50% | New | 5,295 | $1.8M |
| Retirement Capital Strategies | 0.62% | New | 5,214 | $1.8M |
| Planned Solutions, Inc. | 0.50% | Add +0.2% | 5,119 | $1.8M |
| PKS Advisory Services, LLC | 0.28% | Add +5.4% | 5,102 | $1.7M |
| Maridea Wealth Management LLC | 0.19% | Reduce -9.6% | 5,051 | $1.7M |
| GeoWealth Management, LLC | 0.05% | Add +492.9% | 5,022 | $1.7M |
| Apex Wealth Management, LLC | 1.05% | New | 5,007 | $1.7M |
| Kovack Advisors, Inc. | 0.08% | Add +105.3% | 4,990 | $1.7M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | Reduce -17.4% | 4,938 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Add +1.0% | 4,930 | $1.7M |
| BCU Wealth Advisors, LLC | 0.56% | Reduce -22.4% | 4,923 | $1.7M |
| MA Private Wealth | 0.25% | Reduce -0.9% | 4,919 | $1.7M |
| Private Advisory Group LLC | 0.09% | Add +30.6% | 4,874 | $1.7M |
| Transamerica Financial Advisors, LLC | 0.14% | Add +49.7% | 4,837 | $1.7M |
| Advisory Solutions Group, LLC | 0.57% | — | 4,829 | $1.7M |
| TCTC Holdings, LLC | 0.04% | Add +9.0% | 4,812 | $1.6M |
| Retirement Wealth Solutions LLC | 0.91% | Reduce -24.8% | 4,796 | $1.6M |
| Hilltop Holdings Inc. | 0.13% | New | 4,791 | $1.6M |
| Insight Wealth Strategies, LLC | 0.16% | Reduce -0.0% | 4,997 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -1.4% | 4,758 | $1.6M |
| ERn Financial, LLC | 0.27% | Add +1.7% | 4,716 | $1.6M |
| IHT Wealth Management, LLC | 0.03% | Add +0.8% | 4,676 | $1.6M |
| Moulton Wealth Management, Inc. | 1.05% | New | 4,873 | $1.6M |
| URS Advisory LLC | 0.89% | New | 4,661 | $1.6M |
| PGIM Custom Harvest LLC | 0.02% | Add +0.3% | 4,636 | $1.6M |
| J.M. Arbour, LLC | 1.36% | Reduce -27.0% | 4,606 | $1.6M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -17.6% | 4,598 | $1.6M |
| Nova R Wealth, Inc. | 0.46% | Reduce -1.5% | 4,598 | $1.6M |
| Citizens National Bank Trust Department | 0.23% | Add +0.8% | 4,547 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.0% | 4,544 | $1.6M |
| WPG Advisers, LLC | 0.92% | Reduce -0.5% | 4,541 | $1.6M |
| Private Trust Co. NA | 0.12% | Reduce -0.9% | 4,508 | $1.5M |
| Three Magnolias Financial Advisors, LLC | 0.86% | Reduce -0.6% | 4,492 | $1.5M |
| Moneco Advisors, LLC | 0.09% | Add +1.3% | 4,451 | $1.5M |
| First Citizens Financial Corp | 0.64% | Add +3.3% | 4,449 | $1.5M |
| Aspect Partners, LLC | 0.56% | Add +0.0% | 4,402 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.6% | 4,356 | $1.5M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -0.5% | 4,354 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -3.3% | 4,339 | $1.5M |
| Biondo Investment Advisors, LLC | 0.18% | Add +5.3% | 4,329 | $1.5M |
| Legacy Wealth Managment, LLC | 0.61% | Add +772.6% | 4,293 | $1.5M |
| PFG Advisors | 0.07% | Reduce -16.8% | 4,228 | $1.4M |
| Gilbert Capital Group, Inc. | 1.01% | Add +0.1% | 4,225 | $1.4M |
| Spectrum Strategic Capital Management, LLC | 0.72% | Add +0.9% | 4,216 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | No change | 4,207 | $1.4M |
| Gallacher Capital Management LLC | 0.80% | Reduce -15.4% | 4,171 | $1.4M |
| Deltec Asset Management LLC | 0.21% | Add +93.5% | 4,160 | $1.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 4,158 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -35.8% | 4,143 | $1.4M |
| Zenith Solutions, Inc. | 1.28% | — | 4,133 | $1.4M |
| Nuveen, LLC | 0.00% | New | 4,108 | $1.4M |
| Quartz Partners, LLC | 0.46% | Reduce -6.4% | 4,073 | $1.4M |
| Lansing Street Advisors | 0.29% | Add +0.1% | 4,028 | $1.4M |
| National Bank of Canada | 0.00% | Add +5.4% | 4,001 | $1.4M |
| Eq LLC | 0.34% | Reduce -36.3% | 3,983 | $1.4M |
| Trueblood Wealth Management, LLC | 0.48% | Add +6.6% | 3,981 | $1.4M |
| Shelton Capital Management | 0.03% | Reduce -31.6% | 3,980 | $1.4M |
| PFG Investments, LLC | 0.05% | Reduce -2.8% | 3,895 | $1.3M |
| Capital Investment Management, Inc. | 0.41% | Reduce -20.7% | 3,884 | $1.3M |
| GWN Securities Inc. | 0.22% | Add +34.5% | 3,883 | $1.3M |
| Regimen Wealth, LLC | 0.36% | Reduce -2.8% | 3,872 | $1.3M |
| United Advisor Group, LLC | 0.14% | Add +40.8% | 3,850 | $1.3M |
| STG Securities, LLC | 1.43% | — | 3,849 | $1.3M |
| Asset Management One Co., Ltd. | 0.00% | New | 3,848 | $1.3M |
| Alta Wealth Advisors LLC | 0.36% | Add +2.5% | 3,841 | $1.3M |
| Nwam LLC | 0.07% | Reduce -2.6% | 3,838 | $1.3M |
| Pursuit Wealth Strategies, LLC | 1.71% | Reduce -3.1% | 3,835 | $1.3M |
| Valeo Financial Advisors, LLC | 0.03% | Reduce -0.3% | 3,834 | $1.3M |
| Armstrong Advisory Group, Inc. | 0.08% | Reduce -3.4% | 3,829 | $1.3M |
| Jefferies Financial Group Inc. | 0.01% | Add +0.2% | 3,794 | $1.3M |
| BridgePort Financial Solutions, LLC | 0.33% | Reduce -31.6% | 3,775 | $1.3M |
| Sierra Capital LLC | 0.12% | No change | 3,761 | $1.3M |
| Ascentis Wealth Management, LLC | 0.22% | Reduce -0.7% | 3,720 | $1.3M |
| GSG Advisors LLC | 0.28% | Add +0.1% | 3,705 | $1.3M |
| W Advisors, LLC | 0.57% | Reduce -16.8% | 3,668 | $1.3M |
| Belvedere Trading LLC | 0.10% | Reduce -9.7% | 3,643 | $1.2M |
| Flagship Private Wealth, LLC | 0.44% | Reduce -8.3% | 3,624 | $1.2M |
| Interchange Capital Partners, LLC | 0.23% | Add +0.8% | 3,617 | $1.2M |
| Red Reef Advisors LLC | 1.14% | Add +3.2% | 3,609 | $1.2M |
| Sherman Wealth Management LLC | 0.92% | Add +0.0% | 3,564 | $1.2M |
| Inspire Advisors, LLC | 0.08% | Reduce -8.7% | 3,561 | $1.2M |
| Rehmann Capital Advisory Group | 0.06% | Reduce -2.3% | 3,556 | $1.2M |
| Vantus Wealth LLC | 0.65% | — | 3,555 | $1.2M |
| Two West Capital Advisors LLC | 0.60% | Add +13.8% | 4,013 | $1.2M |
| Ehrlich Financial Group | 0.62% | Reduce -74.5% | 3,530 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -42.8% | 3,481 | $1.2M |
| Waystone Advisors LLC | 0.88% | Add +0.6% | 3,430 | $1.2M |
| Shore Point Advisors, LLC | 0.40% | Add +6.7% | 3,373 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +5.9% | 3,341 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | No change | 3,336 | $1.1M |
| GDS Wealth Management | 0.05% | Add +5.2% | 3,312 | $1.1M |
| Security Financial Services, INC. | 0.16% | Reduce -2.1% | 3,281 | $1.1M |
| Glenmede Trust Co. NA | 0.00% | No change | 3,266 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +103.7% | 3,236 | $1.1M |
| West Financial Advisors, LLC | 0.17% | New | 3,191 | $1.1M |
| Adaptive Financial Consulting, LLC | 0.38% | Add +0.1% | 3,182 | $1.1M |
| Sterling Group Wealth Management, LLC | 0.45% | Add +85.6% | 3,181 | $1.1M |
| Balefire, LLC | 0.18% | Add +66.6% | 3,176 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -8.8% | 3,149 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +23.6% | 3,132 | $1.1M |
| CRA Financial Services, LLC | 0.12% | No change | 3,120 | $1.1M |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -0.1% | 3,104 | $1.1M |
| Smart Money Group LLC | 0.27% | Reduce -18.3% | 3,092 | $1.1M |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -30.3% | 3,086 | $1.1M |
| MBE Wealth Management, LLC | 0.37% | Reduce -6.2% | 3,083 | $1.1M |
| LongView Wealth Management | 0.27% | Add +21.0% | 3,062 | $1.0M |
| TFB Advisors LLC | 0.46% | Reduce -5.2% | 3,057 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +23.7% | 4,331 | $1.0M |
| Eagle Strategies LLC | 0.10% | Reduce -0.1% | 3,010 | $1.0M |
| Dopkins Wealth Management, LLC | 0.37% | No change | 3,008 | $1.0M |
| Aspire Private Capital, LLC | 0.21% | Reduce -21.0% | 2,998 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +119.5% | 2,988 | $1.0M |
| Level Four Advisory Services, LLC | 0.03% | Add +14.8% | 2,987 | $1.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -8.7% | 2,982 | $1.0M |
| Millennium Management | 0.00% | New | 2,979 | $1.0M |
| Wealthfront Advisers LLC | 0.00% | Add +32.2% | 2,978 | $1.0M |
| Raleigh Capital Management Inc. | 0.32% | Reduce -23.2% | 2,969 | $1.0M |
| StoneX Group Inc. | 0.04% | New | 2,964 | $1.0M |
| Buck Wealth Strategies, LLC | 0.11% | New | 2,963 | $1.0M |
| Bernardo Wealth Planning LLC | 0.17% | No change | 2,959 | $1.0M |
| Nilsine Partners, LLC | 0.07% | Add +2.8% | 2,947 | $1.0M |
| Selby Wealth Management, LLC | 0.36% | Reduce -1.1% | 2,938 | $1.0M |
| Perissos Private Wealth Management, LLC | 0.68% | Add +7.4% | 2,930 | $1.0M |
| Ascent Group, LLC | 0.03% | Reduce -18.3% | 2,907 | $996K |
| Lanark Financial, Inc. | 0.07% | Reduce -20.4% | 2,904 | $996K |
| Verus Capital Partners, LLC | 0.05% | Reduce -34.8% | 2,900 | $994K |
| Bay Rivers Group | 0.34% | Reduce -7.7% | 2,861 | $981K |
| Flagstar Securities, Inc. | 0.30% | Reduce -4.8% | 2,853 | $978K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -2.6% | 2,836 | $972K |
| Palumbo Wealth Management LLC | 0.20% | Reduce -1.2% | 2,819 | $966K |
| World Equity Group, Inc. | 0.22% | Reduce -16.2% | 2,812 | $964K |
| Vavra Capital Management, LLC | 0.84% | Reduce -1.6% | 2,810 | $963K |
| Stage Harbor Financial, LLC | 0.55% | No change | 2,800 | $960K |
| Tyche Wealth Partners LLC | 0.13% | Add +23.2% | 2,791 | $957K |
| Investment Advisory Group, LLC | 0.21% | No change | 2,789 | $956K |
| Soltis Investment Advisors LLC | 0.05% | Add +2.1% | 2,772 | $950K |
| Compound Planning, Inc. | 0.02% | Reduce -1.4% | 2,770 | $950K |
| Accelerate Investment Advisors LLC | 0.55% | Reduce -11.1% | 2,769 | $949K |
| Unify Financial Advisors | 0.88% | Reduce -30.8% | 2,765 | $948K |
| Fisher Asset Management | 0.00% | Add +88.9% | 2,758 | $946K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +10.4% | 2,758 | $946K |
| Money Concepts Capital Corp. | 0.04% | Add +15.2% | 2,736 | $938K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +6.3% | 2,736 | $938K |
| Elmwood Wealth Management, Inc. | 0.23% | Reduce -3.5% | 2,730 | $936K |
| Busey Bank | 0.02% | Reduce -1.2% | 2,718 | $932K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.1% | 2,708 | $928K |
| Center For Asset Management LLC | 0.41% | Reduce -3.8% | 2,706 | $927K |
| FSM Wealth Advisors, LLC | 0.10% | No change | 2,684 | $920K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.9% | 2,682 | $919K |
| Lee Financial Co | 0.12% | Reduce -1.0% | 2,667 | $914K |
| Clearstead Advisors, LLC | 0.01% | Add +1.1% | 2,652 | $909K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +3.7% | 2,651 | $909K |
| Johnson Financial Group, Inc. | 0.03% | Add +1.0% | 2,648 | $908K |
| Optivise Advisory Services LLC | 0.46% | New | 2,641 | $905K |
| OMNI 360 Wealth, Inc. | 0.42% | Reduce -0.1% | 2,638 | $904K |
| Banque Cantonale Vaudoise | 0.04% | Reduce -21.4% | 2,630 | $902K |
| Dakota Wealth Management | 0.02% | Add +6.6% | 2,574 | $882K |
| First Foundation Advisors | 0.03% | Add +10.7% | 2,557 | $877K |
| Vantage Point Financial LLC | 0.27% | Reduce -39.3% | 2,549 | $874K |
| FWG Investments, LLC. | 0.46% | Reduce -25.5% | 2,545 | $873K |
| Integrity Advisory Solutions, LLC | 0.09% | Add +32.7% | 2,543 | $872K |
| Elevated Capital Advisors, LLC | 0.24% | Add +4.2% | 2,532 | $868K |
| RDA Financial Network | 0.19% | New | 2,526 | $866K |
| MTM Investment Management, LLC | 0.25% | No change | 2,522 | $865K |
| Atlas Brown,Inc. | 0.23% | Reduce -1.2% | 2,518 | $863K |
| Activest Wealth Management | 0.17% | No change | 2,505 | $859K |
| Northland Securities, Inc. | 0.50% | Add +26.4% | 2,496 | $856K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -11.7% | 2,493 | $855K |
| Founders Financial Securities LLC | 0.04% | New | 2,484 | $852K |
| V2 Financial group LLC | 0.31% | Reduce -2.0% | 2,439 | $836K |
| Joel Adams & Associates, Inc. | 0.54% | Reduce -4.1% | 2,439 | $836K |
| Keystone Financial Group, Inc. | 0.44% | Add +0.1% | 2,426 | $832K |
| TCFG Investment Advisors, LLC | 0.28% | Reduce -10.7% | 2,400 | $823K |
| Virtus Family Office LLC | 0.65% | Add +28.7% | 2,389 | $819K |
| Harbor Investment Advisory, LLC | 0.06% | Add +1204.4% | 2,387 | $818K |
| Cowa, LLC | 0.22% | Reduce -2.6% | 2,385 | $818K |
| Fingerlakes Wealth Management, Inc. | 0.44% | Add +4.6% | 2,378 | $815K |
| Horizon Investments, LLC | 0.01% | Add +39316.7% | 2,365 | $811K |
| Stonebrook Private Inc. | 0.15% | Add +120.7% | 2,364 | $810K |
| IFS Group,LLC | 1.11% | Add +11.7% | 2,355 | $807K |
| Horizon Wealth Management, LLC | 0.10% | Reduce -1.4% | 2,342 | $803K |
| Wealthgarden F.S. LLC | 0.46% | New | 2,341 | $803K |
| Bucket List Wealth Management, LLC | 0.40% | Add +34.9% | 2,339 | $802K |
| Avantra Family Wealth, Inc. | 0.51% | Add +34.4% | 2,311 | $792K |
| Compass Capital Corp. /Ma/ | 0.26% | No change | 2,549 | $791K |
| J. M. Brown & Associates Inc. | 0.45% | — | 2,302 | $789K |
| Fairvoy Private Wealth, LLC | 0.16% | Reduce -1.7% | 2,299 | $788K |
| Spectrum Wealth Advisory Group, LLC | 0.22% | Reduce -3.3% | 2,273 | $779K |
| Ethic Inc. | 0.01% | Reduce -14.5% | 2,263 | $776K |
| LS Investment Advisors, LLC | 0.10% | Add +0.7% | 2,260 | $775K |
| Aspire Growth Partners LLC | 0.44% | Reduce -0.6% | 2,216 | $760K |
| Cambria Investment Management, L.P. | 0.04% | Reduce -0.8% | 2,213 | $759K |
| Empowered Funds, LLC | 0.00% | Reduce -23.5% | 2,213 | $759K |
| Arcadia Wealth Management, LLC | 0.24% | Add +16.9% | 2,212 | $758K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -45.4% | 2,211 | $758K |
| Integrity Alliance, Llc. | 0.02% | Add +0.9% | 2,178 | $747K |
| Semus Wealth Partners LLC | 0.35% | Reduce -8.7% | 2,142 | $734K |
| Brighton Jones LLC | 0.01% | Add +7.0% | 2,134 | $732K |
| Clark Asset Management, LLC | 0.06% | Add +41.5% | 2,127 | $729K |
| Independent Wealth Network Inc. | 0.19% | Reduce -0.7% | 2,119 | $727K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.5% | 2,117 | $726K |
| HBW Advisory Services LLC | 0.07% | Add +0.4% | 2,103 | $721K |
| QRG Capital Management, Inc. | 0.01% | Add +57.0% | 2,088 | $716K |
| First Bank & Trust | 0.10% | No change | 2,079 | $713K |
| Oxinas Partners, LLC | 0.28% | Reduce -0.2% | 2,074 | $711K |
| Hyundai Investments Co., Ltd. | 0.77% | Reduce -68.9% | 2,113 | $710K |
| Delos Wealth Advisors, LLC | 0.36% | No change | 2,068 | $709K |
| Capital Squared Financial LLC | 0.46% | Add +14.7% | 2,068 | $709K |
| Aristides Capital LLC | 0.18% | New | 2,064 | $708K |
| Vision Retirement, LLC | 0.17% | Add +12.3% | 2,061 | $706K |
| Legacy Trust | 0.12% | No change | 2,060 | $706K |
| Rinkey Investments | 0.17% | No change | 2,055 | $705K |
| Owen LaRue, LLC | 0.24% | Add +0.6% | 2,042 | $700K |
| Noble Wealth Partners LLC | 0.60% | — | 2,028 | $695K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +0.6% | 2,025 | $694K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -5.1% | 1,980 | $679K |
| Heirloom Wealth Management | 0.10% | Reduce -37.1% | 1,979 | $678K |
| Brandywine Oak Private Wealth LLC | 0.05% | No change | 1,974 | $677K |
| WealthPoint Financial, LLC | 0.49% | Reduce -1.4% | 1,968 | $675K |
| Larson Financial Group LLC | 0.02% | Add +4.2% | 1,951 | $669K |
| Empower Advisory Group, LLC | 0.00% | Add +8.0% | 1,950 | $669K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.28% | Reduce -23.1% | 1,932 | $663K |
| Santori & Peters, Inc. | 0.19% | Add +0.1% | 1,922 | $659K |
| Legacy Solutions, LLC | 0.53% | No change | 1,922 | $659K |
| 46 Peaks LLC | 0.41% | Reduce -9.7% | 1,898 | $651K |
| Allen Capital Group, LLC | 0.05% | No change | 1,896 | $650K |
| Zions Bancorporation, National Association | 0.04% | Add +1752.9% | 1,890 | $648K |
| Mosley Wealth Management | 0.20% | Reduce -81.7% | 1,876 | $643K |
| RiverGlades Family Offices LLC | 0.29% | New | 1,859 | $637K |
| Glen Eagle Advisors, LLC | 0.08% | Add +5.0% | 1,857 | $637K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.2% | 1,851 | $635K |
| L. Roy Papp & Associates, LLP | 0.07% | No change | 1,845 | $633K |
| Moors & Cabot, Inc. | 0.02% | Add +12.0% | 1,839 | $630K |
| Integrity Wealth Solutions LLC | 0.23% | Add +0.2% | 1,834 | $629K |
| Whalen Wealth Management Inc. | 0.28% | Add +31.3% | 1,827 | $626K |
| Tandemgrowth Financial Advisors LLC | 0.51% | No change | 1,825 | $626K |
| Root Financial Partners, LLC | 0.02% | Add +80.5% | 1,816 | $623K |
| Jacobi Capital Management LLC | 0.03% | Add +1.0% | 1,812 | $621K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -19.4% | 1,805 | $619K |
| Waterloo Capital, L.P. | 0.03% | Reduce -32.0% | 1,782 | $611K |
| Continuum Advisory, LLC | 0.05% | Reduce -2.8% | 1,777 | $609K |
| Ewa, LLC | 0.11% | Add +23.7% | 1,777 | $609K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -9.5% | 1,766 | $605K |
| Cerity Partners Retirement Plan Advisors LLC | 0.25% | New | 1,755 | $602K |
| Arrowroot Family Office, LLC | 0.17% | Reduce -1.4% | 1,749 | $600K |
| Factor Wealth Management LTD | 0.09% | New | 1,748 | $599K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.22% | Add +17360.0% | 1,746 | $599K |
| Centennial Advisors, LLC | 0.71% | New | 1,745 | $598K |
| First Merchants Corp. | 0.02% | No change | 1,745 | $598K |
| Concorde Asset Management, LLC | 0.34% | Reduce -17.4% | 1,730 | $593K |
| Maia Wealth LLC | 0.09% | Reduce -9.2% | 1,729 | $593K |
| KERR FINANCIAL PLANNING Corp | 0.66% | Add +0.1% | 1,729 | $593K |
| Trust Co of the South | 0.08% | Add +7.8% | 1,725 | $591K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +58.1% | 1,723 | $591K |
| XY Planning Network, Inc. | 0.07% | Add +33.4% | 1,721 | $590K |
| Syntegra Private Wealth Group, LLC | 0.05% | No change | 1,708 | $586K |
| Centric Wealth Management | 0.09% | No change | 2,053 | $584K |
| Teamwork Financial Advisors, LLC | 0.05% | Add +0.1% | 1,702 | $584K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.3% | 1,701 | $583K |
| Quent Capital, LLC | 0.04% | Reduce -7.6% | 1,700 | $583K |
| Empire Financial Management Company, LLC | 0.23% | Reduce -2.0% | 1,693 | $580K |
| Opinicus Capital, Inc. | 0.31% | Add +1.4% | 1,689 | $579K |
| Emissary Wealth LLC | 0.44% | Reduce -1.1% | 1,682 | $577K |
| Breakwater Capital Group | 0.07% | Reduce -7.5% | 1,669 | $572K |
| Calton & Associates, Inc. | 0.08% | Add +4.8% | 1,666 | $571K |
| Merited Wealth, LLC | 0.40% | Reduce -3.5% | 1,661 | $569K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -2.2% | 1,655 | $567K |
| Destination Wealth Management | 0.01% | Reduce -5.7% | 1,654 | $567K |
| Mission Wealth Management, LP | 0.01% | New | 1,654 | $567K |
| Aspire Capital Advisors LLC | 0.11% | Reduce -69.3% | 1,651 | $566K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -7.7% | 1,651 | $566K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 1,650 | $566K |
| FLP Wealth Management, LLC | 1.00% | New | 1,645 | $564K |
| Accredited Investor Services, LLC | 0.32% | No change | 1,643 | $563K |
| Lakeridge Wealth Management LLC | 0.21% | Add +86.3% | 1,641 | $563K |
| Parsons Capital Management Inc. | 0.03% | Add +2.4% | 1,640 | $562K |
| Independent Advisor Alliance | 0.01% | Reduce -87.8% | 1,639 | $562K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 1,633 | $560K |
| LifeSteps Financial, Inc. | 0.26% | Reduce -0.6% | 1,631 | $559K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Add +11.3% | 1,620 | $555K |
| St. Clair Advisors, LLC | 0.14% | New | 1,617 | $554K |
| Facet Wealth, Inc. | 0.01% | Reduce -8.6% | 1,616 | $554K |
| Smithfield Trust Co | 0.02% | Reduce -1.2% | 1,617 | $554K |
| Cooper Financial Group | 0.05% | Reduce -24.4% | 1,607 | $551K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 1,600 | $549K |
| ADG Wealth Management Group, LLC | 0.34% | Add +10.1% | 1,576 | $540K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.5% | 1,571 | $539K |
| Quadcap Wealth Management, LLC | 0.05% | New | 1,562 | $535K |
| Benson Wealth Management INC | 0.54% | No change | 1,557 | $534K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -13.0% | 1,548 | $531K |
| Financial Life Advisors | 0.15% | Reduce -3.0% | 1,527 | $524K |
| MW Advisory, LLC | 0.21% | — | 1,516 | $520K |
| Aegis Wealth Management, Inc. | 0.34% | Add +26.5% | 1,514 | $519K |
| Arvest Bank Trust Division | 0.03% | New | 1,514 | $519K |
| Cornerstone Financial Group, LLC | 0.32% | Add +0.1% | 1,508 | $517K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 1,502 | $515K |
| Bank of Montreal | 0.00% | Add +58.6% | 1,500 | $514K |
| Astoria Portfolio Advisors LLC. | 0.09% | New | 1,494 | $512K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -6.3% | 1,491 | $511K |
| JT Stratford LLC | 0.06% | Reduce -37.5% | 1,487 | $510K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -2.0% | 1,474 | $505K |
| Baron Financial Group, LLC | 0.24% | Reduce -2.3% | 1,470 | $504K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.1% | 1,468 | $503K |
| Freedom Investment Management, Inc. | 0.14% | Add +75.5% | 1,465 | $502K |
| Silver Grove Financial Group, Inc. | 0.27% | Add +20.6% | 1,464 | $502K |
| Almanack Investment Partners, LLC. | 0.06% | Add +1.0% | 1,459 | $500K |
| Lunt Capital Management, Inc. | 0.18% | Reduce -2.9% | 1,457 | $500K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | Reduce -13.1% | 1,450 | $497K |
| Kastel Capital Advisors, LLC | 0.31% | Add +71.1% | 2,057 | $494K |
| Cahill Financial Advisors Inc. | 0.05% | No change | 1,438 | $493K |
| ASL Financial, LLC | 0.34% | Add +3.9% | 1,418 | $486K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -1.5% | 1,544 | $479K |
| Fortitude Advisory Group L.L.C. | 0.18% | Add +38.9% | 1,390 | $476K |
| SYM FINANCIAL Corp | 0.04% | No change | 1,381 | $473K |
| AlphaStar Capital Management, LLC | 0.03% | New | 1,378 | $472K |
| Legacy Wealth Partners, LLC | 0.11% | Reduce -10.6% | 1,376 | $472K |
| First Trust Advisors LP | 0.00% | Reduce -0.4% | 1,370 | $470K |
| IAG Wealth Partners, LLC | 0.05% | Reduce -4.6% | 1,366 | $468K |
| JBR Co Financial Management Inc | 0.17% | Reduce -1.3% | 1,357 | $465K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,343 | $460K |
| Members Advisory Group LLC | 0.13% | Add +0.3% | 1,340 | $459K |
| Successful Portfolios LLC | 0.21% | No change | 1,426 | $458K |
| Midwest Trust Co | 0.01% | Reduce -1.3% | 1,330 | $456K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -62.6% | 1,320 | $453K |
| Snowwater Investment Partners, LLC | 0.31% | Add +0.1% | 1,310 | $449K |
| Vista Investment Management | 0.14% | No change | 1,310 | $449K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 1,302 | $446K |
| Focused Alpha, LLC | 0.11% | New | 1,295 | $444K |
| Key Capital Management, INC | 0.23% | Add +1.5% | 1,289 | $442K |
| Blue Capital, Inc. | 0.28% | Reduce -19.2% | 1,285 | $441K |
| Veracity Capital LLC | 0.12% | Reduce -18.0% | 1,283 | $440K |
| Storen Legacy Partners, LLC | 0.12% | No change | 1,270 | $435K |
| HMV Wealth Advisors, LLC | 0.17% | No change | 1,268 | $435K |
| USAdvisors Wealth Management, LLC | 0.12% | Add +0.1% | 1,267 | $434K |
| Rede Wealth, LLC | 0.14% | No change | 1,253 | $430K |
| Ryan Investment Management, Inc. | 0.19% | New | 1,248 | $428K |
| Kestra Investment Management, LLC | 0.01% | New | 1,248 | $428K |
| Cape Investment Advisory, Inc. | 0.11% | Reduce -15.5% | 1,238 | $424K |
| Allegheny Financial Group | 0.04% | No change | 1,226 | $420K |
| CogentBlue Wealth Advisors, LLC | 0.24% | No change | 1,212 | $416K |
| Brookwood Investment Group LLC | 0.05% | New | 1,207 | $414K |
| Wealth Care LLC | 0.34% | No change | 1,207 | $414K |
| Glassman Wealth Services | 0.05% | No change | 1,202 | $412K |
| Cherry Tree Wealth Management, LLC | 0.08% | Reduce -0.3% | 1,195 | $410K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 1,366 | $409K |
| Traction Financial Partners, LLC | 0.22% | Reduce -1.3% | 1,190 | $408K |
| ProVise Management Group, LLC | 0.03% | No change | 1,189 | $408K |
| Lockerman Financial Group, Inc. | 0.62% | Reduce -7.3% | 1,186 | $407K |
| Marble Wealth, LLC | 0.06% | New | 1,183 | $406K |
| Resurgent Financial Advisors LLC | 0.11% | Add +24.1% | 1,170 | $401K |
| VestGen Investment Management | 0.21% | Reduce -70.6% | 1,164 | $399K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 1,163 | $399K |
| Strid Group, LLC | 0.04% | Reduce -2.3% | 1,152 | $395K |
| Royal Harbor Partners, LLC | 0.12% | No change | 1,146 | $393K |
| Lincoln Capital Corp. | 0.13% | No change | 1,145 | $393K |
| Strategy Asset Managers LLC | 0.06% | Reduce -36.2% | 1,142 | $391K |
| EFG International AG | 0.01% | Reduce -16.9% | 1,139 | $390K |
| Sequent Planning LLC | 0.08% | No change | 1,132 | $388K |
| Tufton Capital Management | 0.07% | Add +25.5% | 1,133 | $388K |
| Invested Advisors | 0.34% | New | 1,130 | $387K |
| Legacy Edge Advisors, LLC | 0.04% | Add +0.5% | 1,126 | $386K |
| MinichMacGregor Wealth Management, LLC | 0.06% | Reduce -2.3% | 1,104 | $378K |
| Ergawealth Advisors, Inc. | 0.15% | No change | 1,099 | $377K |
| Two Sigma Securities, LLC | 0.03% | Reduce -71.7% | 1,096 | $376K |
| New Hampshire Trust | 0.07% | Reduce -2.1% | 1,095 | $375K |
| Valued Retirements, Inc. | 0.33% | Add +0.1% | 1,087 | $373K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -11.8% | 1,081 | $371K |
| 4J Wealth Management LLC | 0.18% | No change | 1,078 | $370K |
| Zhang Financial LLC | 0.01% | Reduce -2.5% | 1,077 | $369K |
| Purpose Unlimited Inc. | 0.01% | Add +34.0% | 1,076 | $369K |
| Forefront Wealth Partners, LLC | 0.11% | Add +7.0% | 1,063 | $364K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 1,061 | $364K |
| Sierra Ocean, LLC | 0.25% | No change | 1,060 | $363K |
| James J. Burns & Company, LLC | 0.04% | Reduce -1.0% | 1,056 | $362K |
| FourThought Financial Partners, LLC | 0.03% | No change | 1,056 | $362K |
| Chancellor Financial Group WB LP | 0.22% | No change | 1,047 | $359K |
| BBR Partners, LLC | 0.02% | New | 1,045 | $358K |
| NCM Capital Management, LLC | 0.11% | Reduce -2.5% | 1,045 | $358K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,043 | $358K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +0.1% | 1,040 | $357K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | Add +1.4% | 1,038 | $356K |
| Gentry Private Wealth, LLC | 0.18% | No change | 1,031 | $353K |
| GoalVest Advisory LLC | 0.07% | No change | 1,031 | $353K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 1,029 | $353K |
| Kane Investment Management, Inc. | 0.15% | No change | 1,028 | $352K |
| Stonebridge Wealth Management, LLC | 0.31% | No change | 1,026 | $352K |
| Blackston Financial Advisory Group, LLC | 0.20% | Reduce -1.5% | 1,020 | $350K |
| CENTRAL TRUST Co | 0.01% | Add +96.7% | 1,019 | $349K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,018 | $349K |
| Visionary Wealth Advisors | 0.01% | New | 1,016 | $348K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -32.1% | 1,015 | $348K |
| Maripau Wealth Management LLC | 0.12% | Reduce -30.8% | 1,008 | $346K |
| Financial Futures Ltd Liability Co. | 0.13% | Reduce -16.4% | 1,006 | $345K |
| Tiaa Trust, National Association | 0.02% | New | 1,000 | $343K |
| American Money Management, LLC | 0.05% | No change | 998 | $342K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 997 | $342K |
| Accredited Investors Inc. | 0.01% | No change | 987 | $338K |
| Bright Futures Wealth Management, LLC. | 0.22% | Add +5.6% | 987 | $338K |
| Darwin Wealth Management, LLC | 0.09% | Reduce -4.0% | 986 | $338K |
| Tennessee Valley Asset Management Partners | 0.04% | Reduce -1.3% | 982 | $337K |
| Advisors Capital Management, LLC | 0.00% | New | 982 | $337K |
| Heritage Oak Wealth Advisors LLC | 0.10% | New | 973 | $334K |
| Spinnaker Investment Group, LLC | 0.05% | New | 973 | $334K |
| Fiscal Wisdom Wealth Management, LLC | 0.28% | Reduce -7.1% | 972 | $333K |
| CGN Advisors LLC | 0.02% | Reduce -9.2% | 970 | $333K |
| Confluence Wealth Services, Inc. | 0.01% | New | 970 | $331K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 964 | $331K |
| Huntington National Bank | 0.00% | Reduce -2.4% | 963 | $330K |
| Peoples Bank | 0.17% | No change | 961 | $329K |
| Investment Advisory Services Inc. /TX | 0.09% | No change | 960 | $329K |
| Harvest Investment Services, LLC | 0.05% | Reduce -1.7% | 958 | $328K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -3.0% | 953 | $327K |
| Integrated Wealth Management | 0.35% | Reduce -32.8% | 953 | $327K |
| Opulen Financial Group LLC | 0.20% | Add +0.1% | 950 | $326K |
| Composition Wealth, LLC | 0.00% | Add +9.5% | 949 | $325K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -5.2% | 947 | $325K |
| Linscomb Wealth, Inc. | 0.01% | No change | 942 | $323K |
| SC&H Financial Advisors, Inc. | 0.04% | Add +0.1% | 941 | $322K |
| RCS Financial Planning, LLC | 0.15% | Reduce -19.1% | 939 | $322K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -7.3% | 932 | $320K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 930 | $319K |
| Seeds Investor LLC | 0.03% | Reduce -26.5% | 929 | $318K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 927 | $318K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -1.9% | 915 | $314K |
| Keystone Wealth Services, LLC | 0.06% | Add +8.7% | 909 | $312K |
| Islay Capital Management, LLC | 0.15% | Add +502.0% | 903 | $310K |
| 1ST Source Bank | 0.01% | Reduce -4.7% | 900 | $309K |
| WESPAC Advisors SoCal, LLC | 0.06% | Add +5.4% | 897 | $308K |
| Key Financial Inc | 0.05% | No change | 892 | $306K |
| Laurel Oak Wealth Management, LLC | 0.04% | No change | 892 | $306K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -15.1% | 889 | $305K |
| Accel Wealth Management | 0.07% | No change | 885 | $304K |
| William John Sempolinski | 0.12% | No change | 879 | $301K |
| CPR Investments Inc. | 0.23% | New | 870 | $298K |
| Wealth Quarterback LLC | 0.09% | Reduce -42.9% | 869 | $298K |
| Curi Capital, LLC | 0.00% | New | 864 | $296K |
| Wood Tarver Financial Group, LLC | 0.07% | Add +1.5% | 864 | $296K |
| Insight Advisors, LLC/ PA | 0.05% | New | 862 | $295K |
| NewEdge Wealth, LLC | 0.00% | New | 861 | $295K |
| Smith, Moore & Co. | 0.02% | New | 858 | $294K |
| Vanguard Advisers Inc. | 0.00% | Add +3.3% | 855 | $293K |
| J Hagan Capital, Inc. | 0.14% | New | 853 | $292K |
| Atticus Wealth Management, LLC | 0.07% | Add +0.1% | 850 | $291K |
| Itau Unibanco Holding S.A. | 0.01% | New | 848 | $291K |
| Marin Bay Wealth Advisors, LLC | 0.16% | Add +0.1% | 847 | $290K |
| Apollon Financial, LLC | 0.03% | No change | 847 | $290K |
| Intellus Advisors LLC | 0.04% | No change | 845 | $290K |
| Integrity Financial Corp | 0.14% | No change | 843 | $289K |
| Leelyn Smith, LLC | 0.04% | No change | 843 | $289K |
| Headlands Technologies LLC | 0.03% | New | 840 | $288K |
| Kroeger Financial Partners | 0.28% | — | 839 | $288K |
| First PREMIER Bank | 0.05% | No change | 834 | $286K |
| Freestone Capital Holdings, LLC | 0.01% | New | 831 | $285K |
| Occidental Asset Management, LLC | 0.03% | New | 830 | $285K |
| Connecticut Capital Management Group, LLC | 0.23% | New | 830 | $285K |
| POM Investment Strategies, LLC | 0.32% | Reduce -10.3% | 827 | $284K |
| Ritholtz Wealth Management | 0.00% | New | 826 | $283K |
| NorthCoast Asset Management LLC | 0.01% | New | 823 | $282K |
| Atlatl Advisers LLC | 0.07% | Reduce -29.0% | 821 | $281K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 810 | $278K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 803 | $275K |
| Florida Financial Advisors, LLC | 0.05% | New | 801 | $275K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 799 | $274K |
| Expressive Wealth LLC | 0.26% | No change | 795 | $273K |
| Meridian Investment Counsel Inc. | 0.06% | New | 794 | $272K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 792 | $272K |
| Vontobel Holding Ltd. | 0.00% | New | 792 | $272K |
| Briggs Wealth Management, Inc | 0.25% | New | 791 | $271K |
| AA Financial Advisors, LLC | 0.03% | Reduce -19.3% | 786 | $269K |
| Pine Harbor Wealth Management, LLC | 0.07% | New | 781 | $268K |
| Asset Dedication, LLC | 0.02% | No change | 777 | $266K |
| Kingdom Financial Group LLC. | 0.07% | Add +132.3% | 776 | $266K |
| Orion Capital Management LLC | 0.08% | Reduce -21.9% | 775 | $266K |
| Sepio Capital, LP | 0.01% | New | 774 | $265K |
| Financial Partners Group, Inc | 0.03% | New | 773 | $265K |
| Pearl Planning LLC | 0.12% | New | 772 | $265K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +0.1% | 772 | $265K |
| May Hill Capital, LLC | 0.06% | New | 770 | $264K |
| Evergreen Capital Management LLC | 0.00% | New | 770 | $264K |
| Entrewealth, LLC | 0.10% | New | 856 | $264K |
| Family Manage LLC | 0.03% | Add +1249.1% | 769 | $264K |
| Gilpin Wealth Management, LLC | 0.18% | Reduce -1.8% | 766 | $263K |
| Kelly Financial Group LLC | 0.06% | New | 759 | $260K |
| Quadrant Capital Group LLC | 0.01% | No change | 759 | $260K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 755 | $259K |
| Vertex Planning Partners, LLC | 0.04% | New | 752 | $258K |
| Naples Global Advisors, LLC | 0.02% | New | 752 | $258K |
| Madson Wealth Advisors Inc | 0.18% | Reduce -43.6% | 751 | $258K |
| SMART Wealth LLC | 0.06% | New | 749 | $257K |
| HORAN Wealth, LLC | 0.03% | New | 744 | $255K |
| Opal Wealth Advisors, LLC | 0.05% | Add +85.3% | 741 | $254K |
| TD Capital Management LLC | 0.02% | Reduce -5.5% | 734 | $252K |
| Manning & Napier Advisors LLC | 0.00% | No change | 732 | $251K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +322.5% | 731 | $251K |
| RPS Advisory Solutions LLC | 0.17% | New | 731 | $250K |
| Selective Wealth Management, Inc. | 0.07% | Add +4.0% | 826 | $250K |
| Johnson Investment Counsel Inc. | 0.00% | New | 728 | $250K |
| TrueWealth Advisors, LLC | 0.06% | Reduce -16.8% | 723 | $248K |
| Signaturefd, LLC | 0.00% | Add +1.4% | 723 | $248K |
| Cidel Asset Management Inc. | 0.01% | New | 719 | $246K |
| BostonPremier Wealth LLC | 0.10% | New | 717 | $246K |
| Sage Capital Advisors,llc | 0.05% | New | 716 | $246K |
| DB&C Advisors, LLC | 0.27% | New | 716 | $245K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 716 | $245K |
| Venture Visionary Partners LLC | 0.01% | New | 714 | $245K |
| Carnegie Investment Counsel | 0.00% | New | 714 | $245K |
| Alpha Financial Partners LLC | 0.13% | New | 713 | $245K |
| Valtinson Bruner Financial Planning LLC | 0.06% | New | 713 | $244K |
| Glass Jacobson Investment Advisors llc | 0.08% | Add +374.7% | 712 | $244K |
| WNY Asset Management, LLC | 0.02% | New | 712 | $244K |
| Outlook Wealth Advisors, LLC | 0.05% | New | 709 | $243K |
| TCI Wealth Advisors, Inc. | 0.01% | New | 709 | $243K |
| Cambridge Financial Group, LLC | 0.08% | New | 707 | $242K |
| Salomon & Ludwin, LLC | 0.02% | No change | 735 | $241K |
| Bawa N Mallick Trust | 0.08% | New | 700 | $240K |
| Tranquility Partners, LLC | 0.08% | New | 698 | $239K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -59.9% | 698 | $239K |
| Hill Island Financial LLC | 0.05% | New | 697 | $239K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 694 | $238K |
| Pinnacle Bancorp, Inc. | 0.06% | Reduce -1.7% | 691 | $237K |
| Faithward Advisors, LLC | 0.03% | New | 688 | $236K |
| Arcus Capital Partners, LLC | 0.10% | New | 682 | $234K |
| Torrey-Payne Wealth Management, LLC | 0.19% | New | 678 | $232K |
| Aspiring Ventures, LLC | 0.06% | New | 671 | $230K |
| Brogan Financial, Inc. | 0.09% | New | 669 | $229K |
| IMG Wealth Management, Inc. | 0.13% | Add +4.7% | 665 | $228K |
| International Assets Investment Management, LLC | 0.01% | Add +2.8% | 694 | $228K |
| Poehling Capital Management, INC. | 0.05% | Reduce -32.3% | 663 | $227K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +25.7% | 660 | $226K |
| CAP Partners, LLC | 0.11% | New | 652 | $223K |
| Bogart Wealth, LLC | 0.01% | Add +0.6% | 650 | $223K |
| Portside Wealth Group, LLC | 0.03% | Reduce -41.5% | 648 | $222K |
| JDM Financial Group LLC | 0.08% | No change | 645 | $221K |
| TRUE Private Wealth Advisors | 0.02% | New | 639 | $219K |
| HUB Investment Partners, LLC | 0.00% | New | 638 | $219K |
| City Center Advisors, LLC | 0.18% | New | 636 | $218K |
| TSA Wealth Managment LLC | 0.06% | New | 629 | $216K |
| APS Management Group, Inc. | 0.16% | New | 622 | $213K |
| Ariadne Wealth Management, LP | 0.09% | New | 622 | $213K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 622 | $213K |
| Entelevest, LLC | 0.19% | New | 622 | $213K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 621 | $213K |
| NWF Advisory Services Inc. | 0.02% | New | 619 | $212K |
| Pure Financial Advisors, LLC | 0.00% | New | 619 | $212K |
| Waldron Private Wealth LLC | 0.01% | New | 618 | $212K |
| Curry Webb Wealth Management LLC | 0.09% | New | 618 | $212K |
| Goelzer Investment Management, Inc. | 0.01% | New | 616 | $211K |
| Stephens Inc. | 0.00% | New | 616 | $211K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 615 | $211K |
| Cassaday & Co Wealth Management LLC | 0.00% | Reduce -1.3% | 613 | $210K |
| Main Street Financial Solutions, LLC | 0.01% | New | 611 | $209K |
| Daybright Advisory Services, Inc. | 0.05% | New | 699 | $209K |
| Triad Wealth Partners, LLC | 0.01% | Reduce -25.8% | 692 | $209K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 609 | $209K |
| IPG Investment Advisors LLC | 0.03% | New | 608 | $208K |
| Wedmont Private Capital | 0.01% | New | 646 | $208K |
| Tme Financial, Inc. | 0.13% | New | 604 | $207K |
| Goldstone Financial Group, LLC | 0.02% | New | 603 | $207K |
| KPP Advisory Services LLC | 0.03% | New | 600 | $206K |
| Wisconsin Wealth Advisors, LLC | 0.18% | New | 600 | $206K |
| Legacy Advisors, LLC | 0.02% | New | 600 | $206K |
| Old National Bancorp | 0.00% | New | 600 | $206K |
| Morton Capital Management LLC | 0.03% | New | 598 | $205K |
| First American Trust, FSB | 0.01% | New | 595 | $204K |
| LGL Partners, LLC | 0.07% | New | 595 | $204K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 595 | $204K |
| Nicolet Bankshares Inc. | 0.01% | New | 595 | $204K |
| PUREfi Wealth, LLC | 0.11% | New | 591 | $203K |
| West Michigan Advisors, LLC | 0.04% | New | 589 | $202K |
| American Capital Advisory, LLC | 0.07% | Reduce -21.1% | 578 | $198K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +355.6% | 574 | $197K |
| Trust Co. of Vermont | 0.01% | — | 563 | $193K |
| Harbor Asset Planning, Inc. | 0.14% | Add +0.2% | 561 | $192K |
| Realta Investment Advisors | 0.06% | Add +130.0% | 559 | $192K |
| Richardson Financial Services Inc. | 0.11% | Add +70.8% | 545 | $187K |
| Crewe Advisors LLC | 0.01% | Add +5.7% | 521 | $179K |
| Pine Valley Investments Ltd Liability Co | 0.01% | New | 513 | $176K |
| Regatta Research & Money Management | 0.16% | — | 509 | $174K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -36.5% | 504 | $173K |
| Cary Street Partners Financial LLC | 0.00% | Add +401.0% | 496 | $170K |
| Capital Advisor Network LLC | 0.21% | Reduce -19.3% | 488 | $167K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +5.9% | 488 | $167K |
| Park Place Capital Corp | 0.03% | New | 483 | $166K |
| Keating Financial Advisory Services, Inc. | 0.02% | Reduce -0.2% | 481 | $165K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.2% | 466 | $160K |
| Sankala Group LLC | 0.11% | Reduce -19.1% | 505 | $157K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 455 | $156K |
| IMA Advisory Services, Inc. | 0.01% | New | 444 | $152K |
| Ancora Advisors LLC | 0.00% | Reduce -1.1% | 442 | $151K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.2% | 433 | $149K |
| Parkside Financial Bank & Trust | 0.01% | Add +16.4% | 418 | $143K |
| New Republic Capital, LLC | 0.03% | Reduce -22.1% | 415 | $142K |
| CX Institutional | 0.00% | Reduce -27.2% | 406 | $139K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -2.7% | 394 | $135K |
| Winthrop Capital Management, LLC | 0.03% | Add +0.3% | 395 | $135K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 390 | $134K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 389 | $133K |
| Pittenger & Anderson Inc. | 0.00% | Add +10.1% | 372 | $128K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +161.3% | 371 | $127K |
| REAP Financial Group, LLC | 0.02% | No change | 366 | $125K |
| Wellington Shields & Co., LLC | 0.03% | No change | 363 | $124K |
| Westside Investment Management, Inc. | 0.02% | No change | 346 | $119K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +3.3% | 343 | $118K |
| Compass Financial Management LLC | 0.01% | — | 344 | $117K |
| Prosperity Bancshares Inc | 0.08% | No change | 338 | $116K |
| Wells Financial Advisors INC | 1.07% | Add +0.3% | 336 | $115K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 334 | $115K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 331 | $113K |
| GAMMA Investing LLC | 0.00% | Add +5.8% | 328 | $112K |
| Tucker Asset Management LLC | 0.03% | Add +4.5% | 325 | $111K |
| Rothschild Investment LLC | 0.00% | No change | 295 | $101K |
| Y.D. More Investments Ltd | 0.00% | Add +70.6% | 290 | $99K |
| Signature Equity Partners, LLC | 0.05% | Add +215.4% | 287 | $98K |
| Abound Wealth Management | 0.02% | Add +6.4% | 283 | $97K |
| RMG Wealth Management LLC | 0.01% | New | 305 | $96K |
| Fiduciary Financial Advisors | 0.01% | New | 279 | $96K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 267 | $92K |
| CNB Bank | 0.04% | No change | 263 | $90K |
| Salem Investment Counselors Inc. | 0.00% | Add +7.7% | 252 | $86K |
| Independence Bank of Kentucky | 0.01% | No change | 250 | $86K |
| Rialto Wealth Management, LLC | 0.02% | New | 247 | $85K |
| Strive Financial Group ,LLC | 0.04% | Add +170.1% | 235 | $81K |
| Rossby Financial, LCC | 0.01% | Reduce -58.5% | 233 | $80K |
| Brooklyn FI, LLC | 0.01% | New | 252 | $79K |
| Hilltop National Bank | 0.02% | No change | 230 | $79K |
| Networth Advisors, LLC | 0.04% | New | 218 | $75K |
| Nemes Rush Group LLC | 0.01% | No change | 217 | $74K |
| Howe & Rusling Inc. | 0.00% | Add +66.7% | 210 | $72K |
| MPWM Advisory Solutions, LLC | 0.03% | No change | 210 | $72K |
| FWL Investment Management, LLC | 0.01% | No change | 200 | $69K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +34.5% | 195 | $67K |
| Kings Path Partners LLC | 0.02% | No change | 192 | $66K |
| Dunhill Financial, LLC | 0.01% | No change | 191 | $65K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 183 | $63K |
| Montgomery Financial Services LLC | 0.05% | — | 181 | $62K |
| Oakworth Capital, Inc. | 0.00% | New | 185 | $61K |
| HM Payson & Co. | 0.00% | No change | 176 | $60K |
| Family Capital Trust Co | 0.02% | No change | 176 | $60K |
| Bfsg, LLC | 0.01% | No change | 166 | $57K |
| Clark Wealth Partners | 0.03% | No change | 164 | $56K |
| S&T Bank | 0.02% | No change | 163 | $56K |
| Ares Financial Consulting, LLC | 0.04% | No change | 156 | $53K |
| Luminist Capital LLC | 0.06% | New | 154 | $53K |
| Operose Advisors LLC | 0.01% | Reduce -36.4% | 150 | $51K |
| Morling Financial Advisors, LLC | 0.01% | New | 147 | $50K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +53.3% | 138 | $47K |
| Atlantic Union Bankshares Corp | 0.00% | New | 136 | $47K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -20.0% | 132 | $45K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 130 | $45K |
| Paladin Advisory Group, LLC | 0.03% | No change | 122 | $42K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 121 | $41K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 120 | $41K |
| Ameriflex Group, Inc. | 0.02% | Reduce -3.4% | 115 | $39K |
| Decker Retirement Planning Inc. | 0.01% | New | 115 | $39K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 115 | $39K |
| TFC Financial Management, Inc. | 0.00% | No change | 108 | $37K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 108 | $37K |
| Cordant, Inc. | 0.01% | New | 106 | $36K |
| Fairway Wealth LLC | 0.01% | New | 106 | $36K |
| DecisionPoint Financial, LLC | 0.01% | Add +4.9% | 107 | $35K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 97 | $33K |
| Vanguard National Trust Co | 0.00% | Reduce -49.5% | 95 | $33K |
| Centennial Bank | 0.01% | New | 94 | $32K |
| Westfuller Advisors, LLC | 0.01% | New | 91 | $31K |
| Bayban | 0.02% | No change | 86 | $29K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $29K |
| Advocate Investing Services LLC | 0.02% | Add +186.2% | 83 | $28K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 81 | $28K |
| Gill Capital Partners, LLC | 0.01% | No change | 81 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 88 | $27K |
| Imprint Wealth LLC | 0.11% | Reduce -11.1% | 80 | $27K |
| Reyes Financial Architecture, Inc. | 0.02% | Reduce -93.6% | 80 | $27K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -57.7% | 80 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 79 | $27K |
| EPG Wealth Management LLC | 0.01% | No change | 71 | $24K |
| Caldwell Trust Co | 0.00% | No change | 68 | $23K |
| Cambient Family Office, LLC | 0.00% | New | 67 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 67 | $23K |
| Concord Wealth Partners | 0.00% | New | 66 | $23K |
| JPL Wealth Management, LLC | 0.00% | No change | 62 | $21K |
| Millstone Evans Group, LLC | 0.01% | Reduce -24.4% | 62 | $21K |
| Planning Strategies Inc. | 0.01% | — | 60 | $21K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $21K |
| NBH Bank | 0.01% | — | 58 | $20K |
| Avion Wealth | 0.00% | No change | 58 | $19K |
| Timbuktu Capital Management, LLC | 0.03% | — | 55 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -50.5% | 54 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | — | 49 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 45 | $16K |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 45 | $15K |
| Triumph Capital Management | 0.00% | Reduce -42.3% | 45 | $15K |
| Phillips Financial Management, LLC | 0.00% | No change | 45 | $15K |
| NFSG Corp | 0.00% | Add +258.3% | 43 | $15K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 42 | $14K |
| Archer Investment Corp | 0.00% | Add +24.2% | 41 | $14K |
| Hurley Capital, LLC | 0.01% | No change | 36 | $12K |
| Highline Wealth Partners LLC | 0.00% | New | 34 | $12K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 34 | $12K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 33 | $11K |
| Vima LLC | 0.01% | — | 32 | $11K |
| First Pacific Financial | 0.00% | New | 31 | $11K |
| Arvest Investments, Inc. | 0.00% | No change | 31 | $11K |
| Pacific Center for Financial Services | 0.00% | No change | 30 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | New | 30 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 29 | $10K |
| St Germain D J Co. Inc. | 0.00% | No change | 28 | $10K |
| Costello Asset Management, INC | 0.00% | No change | 28 | $10K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 27 | $9K |
| Dynamic Wealth Strategies, LLC | 0.00% | No change | 27 | $9K |
| High Note Wealth, LLC | 0.00% | No change | 27 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $9K |
| McDonald Partners LLC | 0.00% | New | 25 | $9K |
| AlphaCore Capital LLC | 0.00% | Reduce -20.7% | 23 | $8K |
| Tidemark, LLC | 0.00% | Reduce -14.8% | 23 | $8K |
| Motco | 0.00% | No change | 23 | $8K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 21 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 19 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 20 | $7K |
| Wagner Wealth Management, LLC | 0.00% | New | 18 | $6K |
| Adirondack Trust Co. | 0.00% | No change | 17 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $6K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -65.2% | 16 | $5K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 14 | $5K |
| TD Private Client Wealth LLC | 0.00% | New | 14 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 13 | $4K |
| Trust Co. of Toledo NA | 0.00% | New | 12 | $4K |
| NBT Bank, N.A. | 0.00% | Reduce -92.7% | 11 | $4K |
| First Bancorp, Inc | 0.00% | New | 8 | $3K |
| Logan Capital Management Inc. | 0.00% | — | 7 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 6 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $2K |
| Alerus Financial NA | 0.00% | No change | 6 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $2K |
| Markowski Investments | 0.00% | — | 5 | $2K |
| Chelsea Counsel Co. | 0.00% | No change | 4 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -97.6% | 4 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 4 | $1K |
| Robinswood Financial LLC | 0.00% | No change | 3 | $1K |
| MCF Advisors LLC | 0.00% | New | 2 | $823 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 2 | $691 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 2 | $688 |
| City State Bank | 0.00% | New | 2 | $686 |
| PEAK6 LLC | 0.00% | New | 2 | $595 |
| Burk Holdings LLC | 0.00% | No change | 1 | $490 |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 1 | $365 |
| Spirit of America Management Corp. | 0.00% | Add +26303.5% | 44,622 | $136 |
"% 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.