iShares MSCI USA Quality FacQUALETF
13F holders, Q1 2024 (March 31)1,247holders
5famous investors
$164.33avg. 13F price*
At the end of Q1 2024, 1,247 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($4.4B), FMR LLC ($2.4B) and LPL Financial LLC ($2.1B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $295.8M |
| Exits | 57 | $56.3M |
Ownership 1,247 holders
| Envestnet Asset Management Inc. | 1.66% | Add +1.1% | 27,038,279 | $4.4B |
| FMR LLC | 0.16% | Reduce -3.8% | 14,746,949 | $2.4B |
| LPL Financial LLC | 1.15% | Add +2.0% | 13,047,207 | $2.1B |
| PNC Financial Services Group, Inc. | 1.01% | Reduce -3.5% | 8,814,823 | $1.4B |
| Morgan Stanley | 0.11% | Add +3.6% | 8,150,997 | $1.3B |
| Bank of America Corp. | 0.13% | Add +11.5% | 7,861,005 | $1.3B |
| BlackRock Inc. | 0.02% | Add +4.8% | 5,560,781 | $913.9M |
| JPMorgan Chase & Co. | 0.08% | Add +8.9% | 5,238,669 | $861.0M |
| Wells Fargo & Company | 0.21% | Add +23.8% | 4,810,297 | $790.6M |
| UBS Group AG | 0.23% | Add +0.5% | 4,298,462 | $706.5M |
| Cwm, LLC | 3.32% | Reduce -4.4% | 4,153,846 | $682.7M |
| M&T Bank Corp | 2.32% | Add +10.8% | 4,062,745 | $667.7M |
| Ameriprise Financial Inc. | 0.18% | Add +9.8% | 3,945,775 | $648.9M |
| Keybank National Association | 2.68% | Add +6.8% | 3,944,074 | $648.2M |
| Envestnet Portfolio Solutions, Inc. | 1.81% | Add +4.2% | 2,934,135 | $482.2M |
| MML Investors Services, LLC | 1.65% | Add +7.6% | 2,441,434 | $401.3M |
| Cerity Partners LLC | 1.03% | Reduce -0.7% | 2,362,940 | $388.3M |
| Mercer Global Advisors Inc. | 1.10% | Reduce -3.5% | 2,347,360 | $385.8M |
| Blue Trust, Inc. | 5.35% | Reduce -17.9% | 2,312,031 | $380.0M |
| Bank of New York Mellon Corp | 0.07% | Add +7.6% | 2,298,757 | $377.8M |
| Horizon Investments, LLC | 9.28% | Add +16.8% | 2,150,960 | $353.5M |
| Facet Wealth, Inc. | 11.42% | Add +6.2% | 2,098,759 | $338.6M |
| Park Avenue Securities LLC | 4.14% | Add +0.1% | 1,952,104 | $320.8M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +21.4% | 1,912,739 | $314.4M |
| Cetera Investment Advisers | 0.65% | Add +141.3% | 1,677,664 | $275.7M |
| Royal Bank of Canada | 0.06% | Add +31.7% | 1,552,662 | $255.2M |
| Connecticut Wealth Management, LLC | 13.36% | Add +1.0% | 1,527,665 | $251.1M |
| Merriman Wealth Management, LLC | 10.10% | Add +1.7% | 1,378,277 | $226.5M |
| Commonwealth Equity Services, LLC | 0.38% | Add +14.7% | 1,375,251 | $226.0M |
| Stifel Financial Corp. | 0.25% | Add +2.5% | 1,358,890 | $223.3M |
| Janney Montgomery Scott LLC | 0.66% | Add +0.5% | 1,347,919 | $221.5M |
| HighTower Advisors, LLC | 0.34% | Add +63.5% | 1,277,275 | $209.9M |
| Wharton Business Group, LLC | 10.05% | Reduce -1.1% | 1,271,332 | $208.9M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +2.9% | 1,086,991 | $178.6M |
| Composition Wealth, LLC | 4.43% | Add +32.9% | 1,071,780 | $176.1M |
| Integrated Wealth Concepts LLC | 2.54% | Add +6.5% | 1,064,517 | $175.0M |
| Osaic Holdings, Inc. | 0.36% | Reduce -64.5% | 982,407 | $161.5M |
| Thrivent Financial for Lutherans | 0.31% | Add +9.4% | 933,593 | $153.4M |
| Raymond James & Associates | 0.10% | Reduce -2.2% | 852,045 | $140.0M |
| Corient Private Wealth LP | 0.24% | Reduce -2.5% | 835,909 | $137.4M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +5.2% | 781,525 | $128.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.97% | Add +3.8% | 777,913 | $127.8M |
| OneDigital Investment Advisors LLC | 1.92% | Reduce -10.7% | 742,628 | $122.1M |
| Bluespring Wealth Management, LLC | 12.79% | Reduce -0.2% | 709,497 | $116.6M |
| Balentine LLC | 3.42% | Reduce -2.7% | 697,952 | $114.7M |
| Tiaa Trust, National Association | 0.34% | Add +7.1% | 682,565 | $112.2M |
| Orgel Wealth Management, LLC | 3.00% | Add +54.9% | 666,298 | $109.5M |
| GYL Financial Synergies, LLC | 8.11% | Add +0.5% | 629,036 | $103.4M |
| 3EDGE Asset Management, LP | 7.91% | New | 617,423 | $101.5M |
| Bogart Wealth, LLC | 5.18% | Reduce -0.6% | 612,536 | $100.7M |
| Foundations Investment Advisors, LLC | 2.53% | Add +46.3% | 587,885 | $96.6M |
| United Capital Financial Advisors, LLC | 0.79% | Reduce -6.4% | 583,833 | $96.0M |
| Sage Mountain Advisors LLC | 9.87% | Add +4.1% | 577,699 | $94.9M |
| Obermeyer Wealth Partners | 5.46% | Add +4.0% | 563,454 | $92.6M |
| Prime Capital Investment Advisors, LLC | 1.27% | Add +14.7% | 555,141 | $91.2M |
| JB Capital LLC | 6.07% | Reduce -0.3% | 555,016 | $91.2M |
| Franklin Resources Inc. | 0.03% | Reduce -6.3% | 554,006 | $91.1M |
| Parallel Advisors, LLC | 2.40% | Add +1.3% | 537,889 | $88.4M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -0.1% | 537,346 | $88.3M |
| Two Sigma Investments, LP | 0.22% | Add +26.3% | 536,300 | $88.1M |
| Cresset Asset Management, LLC | 0.42% | Add +11.9% | 525,605 | $86.4M |
| SCS Capital Management LLC | 1.83% | Add +669.2% | 522,431 | $85.9M |
| Savant Capital, LLC | 0.97% | Reduce -2.1% | 515,144 | $84.7M |
| AE Wealth Management LLC | 0.92% | Reduce -15.3% | 493,568 | $81.1M |
| Kestra Advisory Services, LLC | 0.54% | Add +16.4% | 492,753 | $81.0M |
| US Bancorp \de | 0.11% | Reduce -1.7% | 486,337 | $79.9M |
| NewEdge Advisors, LLC | 0.69% | Add +1.9% | 480,921 | $79.0M |
| Unison Advisors LLC | 7.64% | Add +8.3% | 470,763 | $77.4M |
| Baker Avenue Asset Management, LP | 2.92% | Add +2.2% | 460,790 | $75.7M |
| D.A. Davidson & Co. | 0.68% | Reduce -4.2% | 455,413 | $74.8M |
| Atria Wealth Solutions, Inc. | 0.84% | Add +0.1% | 454,084 | $74.6M |
| Johnson Investment Counsel Inc. | 0.80% | Add +1.8% | 448,224 | $73.7M |
| Haverford Trust Co | 0.76% | Add +156.2% | 443,753 | $72.9M |
| Captrust Financial Advisors | 0.26% | Add +9.1% | 437,435 | $71.9M |
| Gradient Investments LLC | 1.65% | Reduce -5.0% | 432,782 | $71.1M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.91% | Reduce -0.8% | 415,488 | $68.3M |
| Synovus Financial Corp. | 0.87% | Add +0.1% | 407,911 | $67.0M |
| Equitable Holdings, Inc. | 0.74% | Add +26.4% | 400,544 | $65.8M |
| Mariner, LLC | 0.13% | Add +166.4% | 384,791 | $63.2M |
| Pinnacle Associates Ltd. | 0.99% | Add +1.9% | 382,309 | $62.8M |
| Sachem Hill LLC | 14.57% | Reduce -0.7% | 378,010 | $62.1M |
| Howard Financial Services, LTD. | 10.45% | Reduce -0.5% | 369,040 | $60.7M |
| UMB Bank, n.a. | 0.93% | Add +4.5% | 357,829 | $58.8M |
| Cable Hill Partners, LLC | 7.16% | No change | 397,694 | $58.4M |
| Sax Wealth Advisors, LLC | 6.65% | Add +81.1% | 346,285 | $56.9M |
| Private Advisor Group, LLC | 0.41% | Add +9.1% | 342,986 | $56.4M |
| Financial Advisors, LLC | 11.61% | Reduce -0.4% | 341,147 | $56.1M |
| Barings LLC | 1.37% | Reduce -10.9% | 327,813 | $53.9M |
| Wilmington Savings Fund Society, FSB | 2.06% | — | 326,697 | $53.7M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +0.9% | 326,151 | $53.6M |
| Fragasso Financial Advisors Inc | 4.46% | Add +1.6% | 320,759 | $52.7M |
| Baron Wealth Management LLC | 26.54% | Reduce -0.9% | 304,155 | $50.0M |
| Advocacy Wealth Management, LLC | 4.29% | Add +145.2% | 303,971 | $50.0M |
| SVB Wealth LLC | 1.08% | Reduce -1.5% | 294,799 | $48.5M |
| Steward Partners Investment Advisory, LLC | 0.52% | Reduce -1.3% | 285,776 | $47.0M |
| MA Private Wealth | 9.46% | Add +4.2% | 283,939 | $46.7M |
| Trilogy Capital Inc. | 2.67% | Reduce -5.3% | 282,782 | $46.5M |
| Valence8 US LP | 24.15% | Add +1.4% | 281,758 | $46.3M |
| Truist Financial Corp. | 0.07% | Add +20.4% | 275,061 | $45.2M |
| Atria Investments, Inc | 0.60% | Add +0.3% | 265,125 | $43.6M |
| Nissay Asset Management Corp. /Japan | 0.30% | Add +205.0% | 260,501 | $42.8M |
| Heck Capital Advisors, LLC | 6.52% | Reduce -0.1% | 260,176 | $42.8M |
| Rwa Wealth Partners, LLC | 0.57% | New | 258,989 | $42.6M |
| Prudential Financial Inc. | 0.06% | Reduce -19.7% | 254,298 | $41.8M |
| CreativeOne Wealth, LLC | 1.63% | Add +56.6% | 249,510 | $41.0M |
| Baird Financial Group, Inc. | 0.09% | Add +7.7% | 248,275 | $40.8M |
| TMD Wealth Management, LLC | 9.34% | Add +3.4% | 243,432 | $40.0M |
| Landaas & Co. /Wi | 12.86% | Add +21.9% | 240,587 | $39.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.23% | Add +1.8% | 239,778 | $39.4M |
| Foster Group, Inc. | 1.93% | Add +14.9% | 236,319 | $38.8M |
| Glenmede Trust Co. NA | 0.19% | Add +30.6% | 235,447 | $38.7M |
| State of Michigan Retirement System | 0.21% | Add +8.8% | 234,950 | $38.6M |
| Dynasty Wealth Management, LLC | 1.23% | — | 234,494 | $38.5M |
| Fort Washington Investment Advisors Inc. | 0.25% | Add +68.5% | 232,928 | $38.3M |
| Lineweaver Wealth Advisors, LLC | 9.08% | Add +3.1% | 232,647 | $38.2M |
| Austin Private Wealth, LLC | 4.34% | Add +5.9% | 231,483 | $37.7M |
| 1900 Wealth Management LLC | 3.36% | Reduce -4.4% | 223,917 | $36.8M |
| Choreo, LLC | 0.94% | Reduce -4.2% | 221,977 | $36.5M |
| Millburn Ridgefield LLC | 1.01% | No change | 221,106 | $36.3M |
| Catalyst Capital Advisors LLC | 0.88% | No change | 221,106 | $36.3M |
| Alliancebernstein L.P. | 0.01% | Add +28.6% | 219,511 | $36.1M |
| TD Capital Management LLC | 3.81% | Reduce -1.6% | 217,313 | $35.7M |
| Sharkey, Howes & Javer | 5.77% | Reduce -26.6% | 214,495 | $35.3M |
| Ameritas Advisory Services, LLC | 1.44% | Add +25.3% | 212,670 | $34.9M |
| Kathmere Capital Management, LLC | 3.90% | Add +0.7% | 207,306 | $34.1M |
| Stratos Wealth Partners, LTD. | 0.57% | Add +72.3% | 206,297 | $33.9M |
| Strategic Blueprint, LLC | 2.33% | Reduce -9.4% | 200,062 | $32.9M |
| SPC Financial, Inc. | 3.06% | Reduce -1.1% | 198,210 | $32.6M |
| Strategies Wealth Advisors, LLC | 4.99% | Add +2.7% | 197,346 | $32.4M |
| Cardinal Strategic Wealth Guidance | 12.17% | Add +32.1% | 197,052 | $32.4M |
| Apexium Financial, LP | 2.42% | Add +0.8% | 194,182 | $31.9M |
| Sowell Financial Services LLC | 1.48% | Reduce -4.8% | 191,235 | $31.4M |
| CFS Investment Advisory Services, LLC | 5.21% | Add +5.8% | 188,599 | $31.0M |
| Hengehold Capital Management LLC | 3.30% | Add +9.7% | 188,386 | $31.0M |
| Avantax Advisory Services, Inc. | 0.27% | Add +2.9% | 183,045 | $30.1M |
| Icon Wealth Advisors, LLC | 2.79% | Add +1.2% | 182,736 | $30.0M |
| Comerica Bank | 0.13% | Add +139.6% | 181,235 | $29.8M |
| CFO4Life Group, LLC | 5.30% | Add +3.0% | 177,764 | $29.2M |
| Intelligence Driven Advisers, LLC | 4.26% | Reduce -5.9% | 175,559 | $28.9M |
| Horst & Graben Wealth Management LLC | 5.86% | Add +2.5% | 175,250 | $28.8M |
| Aspen Wealth Management LLC | 11.02% | Add +7.7% | 173,714 | $28.5M |
| True Link Financial Advisors, LLC | 2.74% | Add +8895.8% | 173,708 | $28.5M |
| Apella Capital, LLC | 1.41% | Reduce -5.0% | 172,616 | $28.0M |
| Aptus Capital Advisors, LLC | 0.59% | Add +7957.2% | 168,557 | $27.7M |
| ARS Wealth Advisors Group, LLC | 3.69% | Add +2.6% | 166,319 | $27.3M |
| Gries Financial LLC | 4.56% | Add +6.0% | 165,804 | $27.2M |
| BOK Financial Private Wealth, Inc. | 2.01% | Reduce -6.2% | 164,007 | $27.0M |
| Rockefeller Capital Management L.P. | 0.08% | Add +4.7% | 160,483 | $26.4M |
| Wealth Group Ltd | 8.12% | Add +3.2% | 161,804 | $26.4M |
| Susquehanna International Group, LLP | 0.04% | Add +32.9% | 159,857 | $26.3M |
| Townsquare Capital LLC | 0.38% | Add +58.6% | 158,649 | $26.1M |
| Pettinga Financial Advisors LLC | 6.64% | Add +5.8% | 158,472 | $26.0M |
| Concourse Financial Group Securities, Inc. | 1.66% | Add +19.5% | 156,344 | $25.7M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +0.9% | 155,977 | $25.6M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +0.9% | 155,977 | $25.6M |
| Merit Financial Group, LLC | 0.61% | Reduce -2.1% | 160,612 | $25.6M |
| Armbruster Capital Management, Inc. | 5.40% | Reduce -2.8% | 154,355 | $25.4M |
| Summit Wealth Partners, LLC | 5.39% | Reduce -1.5% | 153,838 | $25.3M |
| Invst, LLC | 2.95% | Add +67.6% | 151,604 | $24.8M |
| Waterloo Capital, L.P. | 3.17% | Add +64.8% | 150,846 | $24.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.80% | Reduce -2.7% | 150,649 | $24.8M |
| Monumental Financial Group Inc. | 13.09% | Add +7.0% | 149,722 | $24.6M |
| Two Sigma Advisers, LP | 0.06% | Reduce -62.6% | 148,200 | $24.4M |
| Sage Advisory Services, Ltd.Co. | 6.64% | New | 147,904 | $24.3M |
| Insight Wealth Strategies, LLC | 3.54% | Add +11.8% | 146,795 | $24.1M |
| McMorgan & Co. LLC | 4.13% | Reduce -1.7% | 146,215 | $24.0M |
| Capital Advisors, Ltd. LLC | 3.10% | Add +9.6% | 144,478 | $23.7M |
| Tanglewood Wealth Management, Inc. | 2.93% | Reduce -11.6% | 144,270 | $23.7M |
| RVW Wealth, LLC | 2.41% | Reduce -3.1% | 142,819 | $23.5M |
| Centerpoint Advisors, LLC | 8.70% | Reduce -2.4% | 141,231 | $23.2M |
| WJ Wealth Management, LLC | 9.14% | Add +1.9% | 139,837 | $23.0M |
| Stone House Investment Management, LLC | 5.37% | Add +31.1% | 138,867 | $22.8M |
| Security Financial Services, INC. | 5.11% | Reduce -31.1% | 137,791 | $22.6M |
| Journey Advisory Group, LLC | 2.78% | Reduce -0.2% | 136,696 | $22.5M |
| Bryn Mawr Trust Advisors, LLC | 1.27% | Add +9.4% | 140,037 | $22.3M |
| SteelPeak Wealth, LLC | 1.13% | Reduce -1.1% | 133,890 | $22.0M |
| Brookstone Capital Management | 0.39% | Add +13.3% | 133,416 | $21.9M |
| Farther Finance Advisors, LLC | 1.33% | Add +23.4% | 133,648 | $21.9M |
| Ewa, LLC | 9.74% | Add +10.8% | 133,058 | $21.7M |
| Van Hulzen Asset Management, LLC | 1.43% | Add +0.6% | 131,642 | $21.6M |
| Ascent Wealth Partners, LLC | 3.18% | Add +3.2% | 130,446 | $21.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.46% | Add +4.4% | 127,738 | $21.0M |
| Family Manage LLC | 3.85% | Add +18.6% | 126,804 | $20.8M |
| Ocean Park Asset Management, LLC | 0.97% | No change | 125,681 | $20.7M |
| Allworth Financial LP | 0.14% | Reduce -9.0% | 124,011 | $20.4M |
| Alterna Wealth Management, Inc. | 16.47% | Add +16.2% | 12,365 | $20.3M |
| Spectrum Wealth Counsel, LLC | 2.45% | Add +0.1% | 122,059 | $20.1M |
| One Wealth Advisors, LLC | 3.48% | Add +0.8% | 121,806 | $20.0M |
| Private Ocean, LLC | 2.08% | Reduce -42.9% | 119,173 | $19.6M |
| Buttonwood Financial Group, LLC | 11.56% | Add +2.8% | 118,895 | $19.5M |
| Meridian Wealth Partners, LLC | 3.49% | Add +0.5% | 117,771 | $19.4M |
| Wade Financial Advisory, Inc | 7.02% | Add +14.8% | 117,170 | $19.3M |
| Center for Financial Planning, Inc. | 2.86% | Reduce -2.5% | 116,513 | $19.1M |
| High Falls Advisors, Inc | 4.80% | Reduce -22.0% | 116,129 | $19.1M |
| Keebeck Wealth Management | 2.79% | Add +4.5% | 115,221 | $18.9M |
| Well Done, LLC | 3.71% | Reduce -59.2% | 114,690 | $18.8M |
| Karpus Management, Inc. | 0.54% | Reduce -0.4% | 114,157 | $18.8M |
| Tradition Wealth Management, LLC | 1.88% | Add +0.1% | 113,191 | $18.6M |
| Arden Trust Co | 2.57% | Add +0.7% | 112,011 | $18.4M |
| Weaver Consulting Group | 6.80% | Reduce -0.5% | 111,792 | $18.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.17% | Reduce -35.2% | 111,447 | $18.3M |
| GeoWealth Management, LLC | 0.71% | Add +468.8% | 111,231 | $18.3M |
| Sollinda Capital Management LLC | 5.70% | Reduce -40.0% | 111,061 | $18.3M |
| Stonebrook Private Inc. | 5.31% | Add +13.7% | 110,754 | $18.2M |
| Richard Bernstein Advisors LLC | 0.39% | Reduce -4.3% | 109,603 | $18.0M |
| Symmetry Partners, LLC | 1.40% | Reduce -60.7% | 109,034 | $17.9M |
| Perigon Wealth Management, LLC | 0.54% | Reduce -2.7% | 108,479 | $17.8M |
| Detalus Advisors, LLC | 6.34% | Add +7.1% | 108,317 | $17.8M |
| B. Riley Wealth Advisors, Inc. | 0.48% | Add +31.2% | 133,717 | $17.7M |
| Richard P Slaughter Associates Inc | 4.22% | Add +18.0% | 106,039 | $17.4M |
| Strategic Point Investment Advisors, LLC | 3.09% | Add +61.1% | 103,439 | $17.0M |
| Veltria Advisors Corp. | 4.39% | Add +12.8% | 103,372 | $17.0M |
| Boulder Wealth Advisors, LLC | 10.51% | — | 103,290 | $17.0M |
| Kelly Financial Services LLC | 6.47% | Add +5.5% | 102,927 | $16.9M |
| Scarborough Advisors, LLC | 7.82% | Add +61.2% | 102,831 | $16.9M |
| Pure Financial Advisors, LLC | 0.53% | Reduce -6.8% | 102,826 | $16.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -3.7% | 102,677 | $16.9M |
| Physician Wealth Advisors, Inc. | 3.54% | Add +4.4% | 106,460 | $16.9M |
| Stonehearth Capital Management, LLC | 7.59% | Reduce -0.7% | 102,011 | $16.8M |
| SlateStone Wealth, LLC | 1.68% | Add +8.5% | 101,666 | $16.7M |
| Cypress Wealth Services, LLC | 3.84% | Reduce -6.8% | 100,203 | $16.5M |
| Skyline Advisors, Inc. | 7.25% | Reduce -0.6% | 98,626 | $16.2M |
| IFP Advisors, Inc | 0.70% | Add +54.7% | 97,618 | $16.0M |
| Summit X, LLC | 4.04% | Add +9.6% | 95,850 | $15.8M |
| Ascent Group, LLC | 1.37% | Add +47.5% | 94,837 | $15.6M |
| Trinity Wealth Management, LLC | 7.99% | Reduce -0.5% | 94,244 | $15.5M |
| Tobias Financial Advisors, Inc. | 3.50% | Add +0.9% | 93,994 | $15.4M |
| Arq Wealth Advisors, LLC | 6.69% | Add +8.1% | 93,670 | $15.4M |
| Founders Financial Securities LLC | 1.61% | Add +21.2% | 93,271 | $15.3M |
| Caliber Wealth Management, LLC | 8.14% | Reduce -2.5% | 93,120 | $15.3M |
| Mutual Advisors, LLC | 0.49% | Add +51.2% | 93,034 | $15.3M |
| Liberty Wealth Management LLC | 2.98% | Reduce -24.8% | 92,889 | $15.2M |
| Focus Financial Network, Inc. | 0.74% | — | 97,033 | $15.2M |
| TSA Wealth Managment LLC | 6.63% | Reduce -8.7% | 92,600 | $15.2M |
| Advus Financial Partners, LLC | 4.67% | Add +1.6% | 91,976 | $15.1M |
| MB Generational Wealth, LLC | 11.81% | Reduce -84.3% | 12,905 | $15.1M |
| Wealth Alliance, LLC | 1.97% | Reduce -3.8% | 91,428 | $15.0M |
| HSBC Holdings PLC | 0.01% | Reduce -3.1% | 91,083 | $15.0M |
| IHT Wealth Management, LLC | 0.59% | Add +281.1% | 89,680 | $14.7M |
| Royal Harbor Partners, LLC | 6.37% | Reduce -1.2% | 88,889 | $14.6M |
| Quadrature Capital Ltd | 0.24% | New | 87,162 | $14.3M |
| Cook Wealth, LLC | 8.61% | Reduce -3.0% | 90,922 | $14.3M |
| Eastern Bank | 0.59% | New | 86,603 | $14.2M |
| Centaurus Financial, Inc. | 0.99% | Reduce -0.5% | 86,429 | $14.2M |
| Stephens Inc. | 0.22% | Add +2.1% | 85,948 | $14.1M |
| Keystone Financial Services | 6.12% | Reduce -16.4% | 85,360 | $14.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -9.9% | 90,061 | $14.0M |
| Palo Alto Wealth Advisors, LLC | 9.80% | Add +10.5% | 84,613 | $13.9M |
| PFG Advisors | 1.01% | Add +0.2% | 84,379 | $13.9M |
| ONE Advisory Partners, LLC | 6.75% | Reduce -16.0% | 83,629 | $13.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +8.8% | 83,118 | $13.7M |
| Bell Investment Advisors, Inc | 2.64% | Reduce -2.0% | 82,186 | $13.5M |
| Capital Investment Advisory Services, LLC | 1.44% | Reduce -62.3% | 81,814 | $13.4M |
| Element Pointe Advisors, LLC | 3.44% | Add +3.1% | 81,794 | $13.4M |
| GW Henssler & Associates Ltd. | 0.79% | Add +8.2% | 81,660 | $13.4M |
| CGN Advisors LLC | 1.69% | Reduce -0.7% | 81,137 | $13.3M |
| Intrust Bank NA | 1.43% | Reduce -4.8% | 80,987 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | No change | 79,942 | $13.1M |
| Summit Trail Advisors, LLC | 0.35% | Add +3740.4% | 79,766 | $13.1M |
| Stratos Wealth Advisors, LLC | 0.78% | Add +31.8% | 79,733 | $13.1M |
| PAX Financial Group, LLC | 2.63% | Add +70.0% | 79,640 | $13.1M |
| Legacy Edge Advisors, LLC | 2.72% | Add +29.3% | 79,293 | $13.0M |
| Regatta Capital Group, LLC | 2.84% | Add +55.3% | 76,728 | $12.6M |
| BCGM Wealth Management, LLC | 4.48% | Add +174.3% | 75,956 | $12.5M |
| Spire Wealth Management | 0.23% | Reduce -19.6% | 75,263 | $12.4M |
| Jefferies Financial Group Inc. | 0.27% | Add +16.6% | 75,129 | $12.3M |
| Provida Pension Fund Administrator | 0.31% | Add +27903.0% | 75,048 | $12.3M |
| Client First Capital LLC | 8.60% | Add +37.8% | 74,650 | $12.3M |
| Astoria Portfolio Advisors LLC. | 4.72% | Add +4.3% | 77,165 | $12.2M |
| Regal Investment Advisors LLC | 0.83% | Add +17.0% | 73,949 | $12.2M |
| Forte Capital LLC | 1.50% | New | 73,520 | $12.1M |
| Trek Financial, LLC | 0.95% | Add +0.7% | 73,186 | $12.0M |
| Kraft, Davis & Associates, LLC | 3.60% | Add +8.8% | 73,487 | $12.0M |
| HUB Investment Partners, LLC | 0.66% | Add +1.9% | 72,586 | $11.9M |
| Csenge Advisory Group | 0.66% | Reduce -6.5% | 72,159 | $11.9M |
| Financial Advocates Investment Management | 0.68% | Add +6.3% | 73,511 | $11.7M |
| Legacy Financial Group LLC | 2.38% | Add +1810.4% | 71,467 | $11.7M |
| Garrett Wealth Advisory Group, LLC | 4.80% | Reduce -3.0% | 71,400 | $11.7M |
| Wells Financial Advisors INC | 7.93% | Add +2.6% | 70,866 | $11.6M |
| Money Concepts Capital Corp. | 1.07% | Add +2.8% | 70,476 | $11.6M |
| Sigma Planning Corp | 0.36% | Add +90.7% | 70,353 | $11.6M |
| Watts Gwilliam & Co., LLC | 3.56% | — | 70,392 | $11.5M |
| Lutz Financial Services LLC | 0.99% | Reduce -3.1% | 69,204 | $11.4M |
| Motive Wealth Advisors | 6.84% | Add +52.2% | 68,689 | $11.3M |
| RFG Advisory, LLC | 0.38% | Reduce -16.5% | 68,684 | $11.3M |
| Lincoln National Corp. | 0.18% | Add +112.6% | 68,630 | $11.3M |
| Running Point Capital Advisors, LLC | 5.05% | Reduce -1.5% | 68,629 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +101.3% | 67,767 | $11.1M |
| ERn Financial, LLC | 1.91% | Reduce -2.5% | 66,855 | $11.0M |
| Beacon Bridge Wealth Partners, LLC | 5.10% | Reduce -3.3% | 65,664 | $10.8M |
| EdgeRock Capital LLC | 8.45% | Add +9.6% | 64,627 | $10.6M |
| Ullmann Wealth Partners Group, LLC | 1.57% | Reduce -3.6% | 64,058 | $10.5M |
| Wealth Quarterback LLC | 5.87% | Add +42.9% | 63,977 | $10.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.30% | Add +102.7% | 63,865 | $10.5M |
| Mayflower Financial Advisors, LLC | 1.72% | Add +18.1% | 62,568 | $10.3M |
| Shufro Rose & Co. LLC | 0.85% | Add +1.8% | 62,379 | $10.3M |
| Lincoln Capital Corp. | 4.48% | Reduce -3.1% | 62,358 | $10.2M |
| Creative Planning | 0.01% | Add +6.2% | 62,091 | $10.2M |
| Cahill Financial Advisors Inc. | 1.38% | Add +80.2% | 61,526 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 60,609 | $10.0M |
| Forthright Family Wealth Advisory LLC | 6.68% | Add +3.8% | 60,585 | $10.0M |
| Gladstone Institutional Advisory LLC | 0.55% | Reduce -1.1% | 60,575 | $10.0M |
| Rothschild Wealth LLC | 3.49% | — | 60,361 | $9.9M |
| TD Waterhouse Canada Inc. | 0.07% | Add +60.6% | 51,521 | $9.8M |
| Crown Wealth Group, LLC | 5.06% | Add +4.1% | 59,768 | $9.8M |
| National Bank of Canada | 0.02% | Reduce -42.1% | 60,129 | $9.8M |
| Scissortail Wealth Management, LLC | 2.52% | Reduce -19.3% | 58,086 | $9.5M |
| Blue Edge Capital, LLC | 1.59% | Reduce -0.6% | 58,005 | $9.5M |
| Elevated Capital Advisors, LLC | 2.71% | Reduce -9.9% | 57,550 | $9.5M |
| Pillar Wealth Advisors, LLC | 7.11% | Reduce -6.8% | 57,329 | $9.4M |
| Watershed Private Wealth LLC | 4.16% | Add +1170.5% | 57,160 | $9.4M |
| Interactive Financial Advisors, Inc. | 5.17% | Reduce -47.5% | 56,923 | $9.4M |
| WCG Wealth Advisors LLC | 0.78% | Add +44.7% | 56,436 | $9.3M |
| Eldridge Investment Advisors, Inc. | 2.37% | New | 56,225 | $9.2M |
| Agf Management Ltd. | 0.05% | Add +22.7% | 56,115 | $9.2M |
| Wealthcare Advisory Partners LLC | 0.30% | Reduce -23.9% | 55,871 | $9.2M |
| Montecito Bank & Trust | 1.83% | Add +11.4% | 55,761 | $9.2M |
| WealthShield Partners, LLC | 1.48% | Reduce -4.1% | 55,685 | $9.2M |
| Citigroup Inc. | 0.01% | Add +618.8% | 55,150 | $9.1M |
| Custos Family Office, LLC | 4.67% | Reduce -1.6% | 55,061 | $9.0M |
| NewEdge Wealth, LLC | 0.20% | Add +11.4% | 57,262 | $9.0M |
| Apeiron RIA LLC | 2.58% | Reduce -10.8% | 54,270 | $8.9M |
| TNF LLC | 3.53% | Reduce -33.6% | 56,568 | $8.9M |
| ShoreHaven Wealth Partners, LLC | 4.90% | Add +70.4% | 54,224 | $8.9M |
| WBH Advisory Inc. | 0.92% | Add +22.0% | 54,208 | $8.9M |
| Global Wealth Strategies & Associates | 3.34% | Add +2.8% | 54,110 | $8.9M |
| Alternative Investment Advisors, LLC. | 5.29% | Add +7.2% | 53,586 | $8.8M |
| Swmg, LLC | 3.95% | Reduce -5.5% | 53,414 | $8.8M |
| Bay Harbor Wealth Management, LLC | 3.15% | Reduce -4.0% | 53,393 | $8.8M |
| Derbend Asset Management | 4.31% | Reduce -7.2% | 53,243 | $8.8M |
| Forte Asset Management LLC | 5.27% | Reduce -4.5% | 52,883 | $8.7M |
| Cynosure Group, LLC | 1.56% | Add +0.1% | 52,804 | $8.7M |
| Annex Advisory Services, LLC | 0.30% | Reduce -53.4% | 51,989 | $8.5M |
| First Horizon Advisors, Inc. | 0.26% | Add +13.1% | 50,904 | $8.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.3% | 50,250 | $8.3M |
| Family Asset Management, LLC | 5.16% | Add +12.0% | 50,141 | $8.2M |
| Kickstand Ventures, Llc. | 2.33% | Reduce -48.8% | 50,078 | $8.2M |
| SageView Advisory Group, LLC | 0.42% | Add +57.2% | 81,599 | $8.2M |
| Mgo One Seven LLC | 0.43% | Add +155.1% | 49,855 | $8.2M |
| Snowden Capital Advisors LLC | 0.26% | Reduce -31.6% | 49,732 | $8.2M |
| Apollon Wealth Management, LLC | 0.25% | Add +8.2% | 49,251 | $8.1M |
| Vident Advisory, LLC | 0.17% | Add +36.6% | 49,098 | $8.1M |
| MRA Advisory Group | 4.82% | Add +6.7% | 49,099 | $8.1M |
| Yoder Wealth Management, Inc. | 5.18% | Reduce -2.6% | 48,383 | $7.9M |
| Good Life Advisors, LLC | 0.70% | Add +4.1% | 48,162 | $7.9M |
| Geneva Partners, LLC | 3.48% | Add +9.0% | 47,938 | $7.9M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +53.9% | 47,816 | $7.9M |
| Premier Path Wealth Partners, LLC | 1.48% | Add +17.8% | 47,724 | $7.8M |
| Simplicity Wealth,LLC | 0.19% | Add +79.7% | 47,670 | $7.8M |
| Tennessee Valley Asset Management Partners | 1.85% | Add +9.7% | 46,560 | $7.7M |
| NorthRock Partners, LLC | 0.29% | Reduce -15.2% | 45,930 | $7.5M |
| EWG Elevate Inc. | 2.87% | Reduce -36.6% | 45,871 | $7.5M |
| Magnolia Capital Advisors LLC | 6.19% | Add +0.0% | 47,858 | $7.4M |
| Northeast Financial Consultants Inc | 0.36% | No change | 44,394 | $7.3M |
| Financial Enhancement Group LLC | 1.19% | Add +1.1% | 45,340 | $7.3M |
| Global Retirement Partners, LLC | 0.27% | Reduce -7.4% | 44,168 | $7.3M |
| Hoese & Co LLP | 6.61% | Add +4.4% | 45,216 | $7.2M |
| Advisory Services Network, LLC | 0.16% | Reduce -0.8% | 44,049 | $7.2M |
| SigFig Wealth Management, LLC | 0.27% | Reduce 0.0% | 44,025 | $7.2M |
| Lido Advisors, LLC | 0.06% | Reduce -30.2% | 43,326 | $7.1M |
| Claro Advisors Inc. | 1.24% | Add +70.5% | 43,324 | $7.1M |
| Caprock Group, LLC | 0.40% | Add +13.2% | 42,801 | $7.0M |
| Wedbush Securities Inc. | 0.26% | Add +17.1% | 42,436 | $7.0M |
| GSG Advisors LLC | 2.56% | Add +0.3% | 42,768 | $7.0M |
| Eq LLC | 4.25% | Reduce -29.1% | 41,952 | $6.9M |
| Symphony Financial, Ltd. Co. | 1.60% | Reduce -23.8% | 41,673 | $6.8M |
| SOL Capital Management CO | 0.85% | Add +19.0% | 41,315 | $6.8M |
| Per Stirling Capital Management, LLC. | 1.12% | Add +1.7% | 40,960 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Reduce -4.9% | 40,202 | $6.6M |
| Elevation Point Wealth Partners, LLC | 0.51% | Reduce -3.6% | 40,114 | $6.6M |
| Harbour Investments, Inc. | 0.23% | Reduce -4.6% | 40,017 | $6.6M |
| Avestar Capital, LLC | 0.75% | Reduce -35.6% | 39,565 | $6.5M |
| Financial Life Advisors | 2.72% | Add +11.1% | 39,516 | $6.5M |
| Red Tortoise LLC | 3.63% | Reduce -0.9% | 39,508 | $6.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +364.7% | 39,322 | $6.5M |
| Old National Bancorp | 0.15% | Add +6.7% | 39,241 | $6.4M |
| Signal Advisors Wealth, LLC | 1.59% | Add +9.3% | 38,981 | $6.4M |
| StrongBox Wealth, LLC | 3.36% | Add +38.6% | 38,811 | $6.4M |
| One Wealth Management Investment & Advisory Services, LLC | 2.61% | Reduce -2.6% | 38,807 | $6.4M |
| Fsa Wealth Partners, Inc. | 1.58% | Reduce -0.5% | 38,749 | $6.4M |
| Foundry Financial Group, Inc. | 4.50% | Reduce -1.3% | 38,404 | $6.3M |
| Prospera Financial Services Inc | 0.19% | Add +13.1% | 37,808 | $6.2M |
| True Vision MN LLC | 4.31% | Add +22.5% | 38,504 | $6.1M |
| Empire Life Investments Inc. | 0.37% | Add +15.7% | 36,947 | $6.1M |
| Firethorn Wealth Partners, LLC | 3.55% | Reduce -13.9% | 36,652 | $6.0M |
| Fidelis Capital Partners, LLC | 0.91% | Add +7.1% | 36,584 | $6.0M |
| Cora Capital Advisors LLC | 3.19% | Reduce -0.6% | 36,369 | $6.0M |
| Assetmark, Inc. | 0.02% | Add +25.6% | 35,958 | $5.9M |
| Theory Financial LLC | 2.96% | Add +2.5% | 35,355 | $5.8M |
| My Legacy Advisors, LLC | 1.95% | Add +3.6% | 35,329 | $5.8M |
| Beacon Financial Group | 0.67% | Reduce -3.0% | 35,292 | $5.8M |
| Tacita Capital Inc | 4.02% | Add +4.6% | 35,219 | $5.8M |
| Ethos Financial Group, LLC | 1.11% | Add +312.6% | 35,213 | $5.8M |
| Tranquilli Financial Advisor LLC | 3.84% | Add +9.4% | 35,024 | $5.8M |
| Ehrlich Financial Group | 4.84% | Add +325.5% | 35,000 | $5.8M |
| MAI Capital Management | 0.06% | Reduce -4.4% | 34,693 | $5.7M |
| Vermillion & White Wealth Management Group, LLC | 4.54% | Add +111.4% | 34,599 | $5.7M |
| Trademark Financial Management, LLC | 4.70% | Add +73.9% | 34,465 | $5.7M |
| American Trust | 0.47% | Reduce -77.0% | 34,351 | $5.6M |
| Shared Vision Wealth Group LLC | 3.47% | Add +12.3% | 33,851 | $5.6M |
| Simon Quick Advisors, LLC | 0.42% | Add +0.2% | 33,776 | $5.6M |
| Inscription Capital, LLC | 0.90% | Add +0.5% | 33,068 | $5.4M |
| Delta Wealth Advisors LLC | 5.60% | — | 33,002 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +17.6% | 32,937 | $5.4M |
| Partners Capital Investment Group, LLP | 0.16% | Reduce -69.1% | 32,856 | $5.4M |
| West Wealth Group, LLC | 1.99% | Reduce -76.5% | 32,731 | $5.4M |
| Arrow Investment Advisors, LLC | 4.58% | Reduce -11.1% | 32,609 | $5.4M |
| Legacy Advisory Services, LLC | 5.07% | Reduce -1.1% | 32,541 | $5.3M |
| Meitav Investment House Ltd. | 0.10% | Add +8.0% | 32,366 | $5.3M |
| Gen-Wealth Partners Inc | 2.63% | — | 32,329 | $5.3M |
| Avidian Wealth Enterprises, LLC | 0.28% | Reduce -8.2% | 32,254 | $5.3M |
| Performa Ltd (US), LLC | 2.33% | Reduce -27.9% | 32,212 | $5.3M |
| Avalon Capital Management | 2.16% | Add +240.4% | 32,008 | $5.3M |
| CoreCap Advisors, LLC | 0.28% | Add +12.7% | 31,856 | $5.2M |
| IFG Advisory, LLC | 0.38% | Add +26.4% | 31,190 | $5.1M |
| Vista Investment Management | 2.09% | Reduce -2.1% | 31,166 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 30,702 | $5.0M |
| Banco Santander, S.A. | 0.06% | Reduce -15.9% | 30,630 | $5.0M |
| Centurion Wealth Management LLC | 1.97% | Reduce -14.0% | 30,457 | $5.0M |
| AdvisorNet Financial, Inc | 0.48% | Reduce -13.7% | 30,396 | $5.0M |
| Maxwell Wealth Strategies Inc. | 2.48% | Reduce -9.4% | 29,694 | $4.9M |
| First Citizens Bank & Trust Co. | 0.09% | New | 29,716 | $4.9M |
| FDx Advisors, Inc. | 0.73% | Reduce -26.8% | 29,363 | $4.8M |
| AlTi Global, Inc. | 0.13% | Reduce -2.6% | 29,350 | $4.8M |
| Cabot Wealth Management Inc. | 0.63% | Add +2.6% | 29,167 | $4.8M |
| FFG Retirement Advisors LLC | 3.37% | Reduce -2.9% | 29,130 | $4.8M |
| Moneco Advisors, LLC | 0.76% | Add +6.5% | 29,077 | $4.8M |
| KM Capital Management Ltd. | 2.65% | Add +18.4% | 29,065 | $4.8M |
| Leavell Investment Management, Inc. | 0.27% | Add +70.5% | 28,491 | $4.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.74% | Reduce -0.9% | 28,252 | $4.6M |
| Western Wealth Management, LLC | 0.36% | Reduce -38.9% | 28,204 | $4.6M |
| Raymond James Trust N.A. | 0.11% | Add +2.1% | 28,158 | $4.6M |
| BOS Asset Management, LLC | 2.42% | Add +548.8% | 28,040 | $4.6M |
| Eagle Strategies LLC | 1.02% | New | 27,798 | $4.6M |
| Maripau Wealth Management LLC | 3.42% | Reduce -8.6% | 27,754 | $4.6M |
| PFG Private Wealth Management, LLC | 2.84% | Add +2.2% | 27,454 | $4.5M |
| NorthCoast Asset Management LLC | 0.06% | Add +637.9% | 27,273 | $4.5M |
| Brown Wealth Management, LLC | 1.85% | Reduce -48.6% | 27,159 | $4.5M |
| Formidable Asset Management, LLC | 0.72% | Add +186.6% | 26,971 | $4.4M |
| Worth Financial Advisory Group, LLC | 3.07% | Add +1.0% | 26,961 | $4.4M |
| Verus Capital Partners, LLC | 0.49% | Add +13.2% | 26,834 | $4.4M |
| Lantz Financial LLC | 1.42% | Reduce -1.2% | 26,808 | $4.4M |
| One Capital Management, LLC | 0.16% | Reduce -4.9% | 26,802 | $4.4M |
| Independent Financial Group, LLC | 0.20% | Add +18.0% | 26,457 | $4.3M |
| Hoxton Planning & Management, LLC | 2.08% | Reduce -6.6% | 26,450 | $4.3M |
| Flagship Private Wealth, LLC | 2.79% | Add +46.5% | 26,287 | $4.3M |
| Annandale Capital, LLC | 0.97% | Reduce -2.2% | 26,137 | $4.3M |
| Rollins Financial Advisors, LLC | 0.81% | Add +17.8% | 26,057 | $4.3M |
| TCI Wealth Advisors, Inc. | 0.42% | Reduce -2.0% | 25,776 | $4.2M |
| Pinebridge Investments, L.P. | 0.03% | Add +20.3% | 25,771 | $4.2M |
| Allstate Corp. | 0.30% | No change | 25,510 | $4.2M |
| Adero Partners, LLC | 0.32% | Reduce -1.1% | 25,384 | $4.2M |
| Panoramic Investment Advisors, LLC | 3.06% | Reduce -4.5% | 25,295 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 25,232 | $4.1M |
| Aries Wealth Management | 1.33% | Add +5.1% | 25,157 | $4.1M |
| Breakwater Capital Group | 1.01% | Reduce -3.6% | 24,499 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +87.1% | 24,372 | $4.0M |
| Crescent Grove Advisors, LLC | 0.42% | Add +30.8% | 24,367 | $4.0M |
| Dorsey & Whitney Trust CO LLC | 0.27% | Reduce -6.3% | 24,329 | $4.0M |
| Fortis Capital Management LLC | 1.05% | Add +0.3% | 24,299 | $4.0M |
| Colton Groome Financial Advisors, LLC | 1.59% | Reduce -9.9% | 24,126 | $4.0M |
| Highview Capital Management LLC | 1.78% | Add +5.5% | 24,095 | $4.0M |
| Ironsides Asset Advisors, LLC | 1.35% | Add +170.8% | 23,939 | $3.9M |
| OMNI 360 Wealth, Inc. | 3.25% | Reduce -3.6% | 23,906 | $3.9M |
| Institute for Wealth Management, LLC. | 0.51% | Reduce -5.7% | 23,877 | $3.9M |
| Diversify Advisory Services, LLC | 0.23% | — | 23,837 | $3.9M |
| MorganRosel Wealth Management, LLC | 1.38% | Add +5.0% | 23,498 | $3.9M |
| Chicago Partners Investment Group LLC | 0.16% | Reduce -0.1% | 24,468 | $3.9M |
| Marino, Stram & Associates LLC | 0.90% | Add +4.3% | 23,214 | $3.8M |
| Woodmont Investment Counsel LLC | 0.32% | Reduce -7.5% | 23,173 | $3.8M |
| Certus Wealth Management, LLC | 3.02% | Reduce -29.9% | 23,838 | $3.8M |
| Warner Financial, Inc. | 1.89% | Add +7.5% | 22,894 | $3.8M |
| Quadrant Private Wealth Management, LLC | 0.93% | Add +92.7% | 22,452 | $3.7M |
| Arete Wealth Advisors, LLC | 0.34% | Add +150.8% | 22,222 | $3.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.0% | 22,170 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.2% | 21,986 | $3.6M |
| KPP Advisory Services LLC | 0.98% | New | 21,702 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.29% | Reduce -0.6% | 21,698 | $3.6M |
| RHS Financial, LLC | 2.05% | Add +5.9% | 21,421 | $3.5M |
| Bank of Montreal | 0.00% | Add +14.6% | 21,346 | $3.5M |
| Triumph Capital Management | 1.43% | Add +12.8% | 21,383 | $3.5M |
| Private Trust Co. NA | 0.38% | Reduce -3.1% | 21,151 | $3.5M |
| Norway Savings Bank | 1.44% | Add +0.4% | 21,028 | $3.5M |
| Cornerstone Advisors Asset Management, LLC | 1.21% | Reduce -8.1% | 21,003 | $3.5M |
| Keystone Wealth Services, LLC | 1.10% | Reduce -29.0% | 20,520 | $3.4M |
| Bedel Financial Consulting, Inc. | 0.52% | Reduce -0.7% | 20,307 | $3.3M |
| Compound Planning, Inc. | 0.31% | Reduce -52.2% | 20,237 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.22% | Add +1.5% | 20,225 | $3.3M |
| Millington Financial Advisors, LLC | 2.37% | Add +3.8% | 20,203 | $3.3M |
| Alliance Wealth Advisors, LLC | 0.99% | New | 20,134 | $3.3M |
| Quent Capital, LLC | 0.39% | Add +4.2% | 20,070 | $3.3M |
| Signify Wealth | 5.44% | Add +12.8% | 19,945 | $3.3M |
| Interchange Capital Partners, LLC | 2.19% | Reduce -6.7% | 19,209 | $3.2M |
| Vertex Planning Partners, LLC | 0.88% | Add +6.0% | 19,438 | $3.2M |
| Delos Wealth Advisors, LLC | 3.57% | Add +62.9% | 19,312 | $3.2M |
| United Advisor Group, LLC | 1.19% | Add +1302.3% | 19,254 | $3.2M |
| Freestone Capital Holdings, LLC | 0.12% | Add +50.6% | 19,051 | $3.1M |
| Transcend Capital Advisors, LLC | 0.25% | Reduce -0.1% | 19,041 | $3.1M |
| Dorsey Wright & Associates | 0.81% | Reduce -13.4% | 18,884 | $3.1M |
| First Citizens Financial Corp | 1.84% | Add +3.4% | 18,858 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | No change | 18,828 | $3.1M |
| Clearstead Advisors, LLC | 0.15% | Add +0.0% | 18,994 | $3.1M |
| Dakota Wealth Management | 0.08% | Add +13.0% | 18,737 | $3.1M |
| OneAscent Wealth Management LLC | 1.17% | Add +46.1% | 18,538 | $3.0M |
| Tarbox Family Office, Inc. | 0.53% | Reduce -0.5% | 18,457 | $3.0M |
| Flow Traders U.S. LLC | 0.16% | New | 18,412 | $3.0M |
| Greenleaf Trust | 0.03% | No change | 18,397 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +5.5% | 18,197 | $3.0M |
| JTC Employer Solutions Trustee Ltd | 0.19% | No change | 18,190 | $3.0M |
| Apollon Financial, LLC | 1.02% | Add +32.6% | 17,996 | $3.0M |
| Concorde Asset Management, LLC | 2.02% | Reduce -3.0% | 17,923 | $2.9M |
| Client 1ST Advisory Group, LLC | 1.32% | Add +12.8% | 17,882 | $2.9M |
| Twin Peaks Wealth Advisors, LLC | 1.62% | Add +8.6% | 17,709 | $2.9M |
| Gateway Wealth Partners, LLC | 1.04% | Add +3.1% | 17,688 | $2.9M |
| Regimen Wealth, LLC | 1.01% | Add +8.4% | 17,683 | $2.9M |
| Farrell Financial LLC | 2.37% | Add +10.9% | 17,603 | $2.9M |
| Prosperity Consulting Group, LLC | 0.36% | New | 17,473 | $2.9M |
| Peddock Capital Advisors, LLC | 0.75% | Add +10.7% | 17,429 | $2.9M |
| Venturi Wealth Management, LLC | 0.18% | Reduce -11.2% | 17,363 | $2.9M |
| Elk River Wealth Management LLC | 0.57% | Reduce -75.6% | 17,203 | $2.8M |
| Mayfair Advisory Group, LLC | 2.05% | Add +6.9% | 17,202 | $2.8M |
| Mill Creek Capital Advisors, LLC | 0.08% | Reduce -94.3% | 17,186 | $2.8M |
| 1832 Asset Management L.P. | 0.01% | Reduce -79.1% | 17,180 | $2.8M |
| Private Capital Management LLC | 0.62% | Reduce -1.4% | 17,072 | $2.8M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -1.2% | 16,993 | $2.8M |
| Relative Value Partners Group, LLC | 0.18% | Reduce -18.8% | 18,502 | $2.8M |
| Carr Financial Group Corp | 0.93% | Add +2.9% | 16,942 | $2.8M |
| Robinson Smith Wealth Advisors LLC | 2.67% | Add +5.4% | 16,928 | $2.8M |
| Braun-Bostich & Associates Inc. | 2.28% | New | 16,539 | $2.7M |
| Nwam LLC | 0.22% | Reduce -0.6% | 16,644 | $2.7M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 16,160 | $2.7M |
| Magnus Financial Group LLC | 0.32% | Add +16.7% | 16,152 | $2.7M |
| Agilis Partners LLC | 0.67% | No change | 16,015 | $2.6M |
| Bush Investment Group, LLC | 2.32% | Add +21.8% | 15,991 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.86% | Reduce -3.4% | 15,919 | $2.6M |
| Mosley Wealth Management | 2.44% | Add +0.9% | 15,834 | $2.6M |
| Betterment LLC | 0.01% | Add +7.9% | 15,744 | $2.6M |
| Grey Street Capital, LLC | 0.35% | New | 15,660 | $2.6M |
| Market Street Wealth Management Advisors LLC | 0.45% | Reduce -8.1% | 15,623 | $2.6M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +2.5% | 15,415 | $2.5M |
| Flputnam Investment Management Co. | 0.05% | Reduce -52.5% | 15,340 | $2.5M |
| Financial Partners Group, Inc | 0.40% | Add +51.6% | 15,257 | $2.5M |
| Financial Insights, Inc. | 0.72% | Reduce -1.3% | 15,202 | $2.5M |
| Macroview Investment Management LLC | 2.77% | Add +2.0% | 15,199 | $2.5M |
| Raleigh Capital Management Inc. | 1.08% | Add +9.9% | 15,171 | $2.5M |
| Jaffetilchin Investment Partners, LLC | 0.22% | Reduce -10.6% | 15,157 | $2.5M |
| Bank of Nova Scotia | 0.01% | New | 15,080 | $2.5M |
| Quotient Wealth Partners, LLC | 0.09% | Reduce -50.1% | 14,986 | $2.5M |
| SpiderRock Advisors, LLC | 0.08% | — | 15,158 | $2.5M |
| Clearview Wealth Advisors LLC | 2.51% | Add +62.9% | 14,943 | $2.5M |
| TruWealth Advisors, LLC | 0.17% | Add +1.4% | 14,873 | $2.4M |
| Marks Group Wealth Management, Inc | 0.25% | No change | 14,731 | $2.4M |
| Vontobel Holding Ltd. | 0.02% | Add +22.1% | 14,500 | $2.4M |
| Copperleaf Capital, LLC | 2.05% | Reduce -32.5% | 14,399 | $2.4M |
| WealthPLAN Partners, LLC | 0.24% | Reduce -5.8% | 14,348 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.5% | 14,312 | $2.4M |
| ICA Group Wealth Management, LLC | 0.47% | Reduce -4.7% | 14,232 | $2.3M |
| Amplius Wealth Advisors, LLC | 0.26% | Reduce -11.3% | 14,218 | $2.3M |
| Flagstar Securities, Inc. | 0.65% | Reduce -1.5% | 14,193 | $2.3M |
| RCS Financial Planning, LLC | 1.43% | Reduce -33.6% | 14,110 | $2.3M |
| Tyler-Stone Wealth Management | 1.02% | Reduce -6.0% | 13,988 | $2.3M |
| Commonwealth Retirement Investments LLC | 1.10% | Reduce -4.5% | 13,957 | $2.3M |
| Blair William & Co. | 0.01% | Add +16.0% | 13,701 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +6.2% | 13,642 | $2.2M |
| TRUE Private Wealth Advisors | 0.25% | Reduce -12.9% | 13,443 | $2.2M |
| Smart Money Group LLC | 0.85% | Add +0.0% | 13,939 | $2.2M |
| Northwest Capital Management Inc | 0.70% | Add +0.6% | 13,284 | $2.2M |
| Cyndeo Wealth Partners, LLC | 0.18% | Add +7.9% | 13,151 | $2.2M |
| Baker Tilly Wealth Management, LLC | 0.39% | Add +369.0% | 13,122 | $2.2M |
| Trust Co | 0.28% | Reduce -2.9% | 13,054 | $2.1M |
| CFM Wealth Partners LLC | 0.43% | Reduce -9.2% | 12,999 | $2.1M |
| Shepherd Financial Partners LLC | 0.28% | Add +15.8% | 12,981 | $2.1M |
| RMR Capital Management, LLC | 2.12% | Reduce -12.9% | 12,974 | $2.1M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -0.6% | 12,966 | $2.1M |
| Sutton Place Investors LLC | 1.05% | Add +42.6% | 12,934 | $2.1M |
| Thrive Wealth Management, LLC | 0.44% | Add +11.4% | 12,923 | $2.1M |
| Silver Oak Securities, Incorporated | 0.32% | Add +286.8% | 12,898 | $2.1M |
| Portside Wealth Group, LLC | 0.39% | New | 12,886 | $2.1M |
| Keystone Financial Group | 0.31% | Add +4.4% | 12,788 | $2.1M |
| Bulltick Wealth Management, LLC | 0.44% | Reduce -30.5% | 12,742 | $2.1M |
| Beacon Financial Advisory LLC | 1.02% | Reduce -7.3% | 12,735 | $2.1M |
| Columbus Macro, LLC | 0.79% | Reduce -3.8% | 12,665 | $2.1M |
| Almanack Investment Partners, LLC. | 0.35% | No change | 12,660 | $2.1M |
| Acorn Wealth Advisors, LLC | 1.07% | Add +8.1% | 12,447 | $2.0M |
| Yeomans Consulting Group, Inc. | 0.89% | New | 12,383 | $2.0M |
| Capital Analysts, LLC | 0.10% | Reduce -6.8% | 12,383 | $2.0M |
| 9258 Wealth Management, LLC | 0.32% | Add +2.5% | 12,334 | $2.0M |
| Lionsbridge Wealth Management LLC | 1.57% | Reduce -2.0% | 12,317 | $2.0M |
| Silverlake Wealth Management LLC | 1.03% | Add +37.3% | 12,291 | $2.0M |
| Hilltop Holdings Inc. | 0.22% | New | 12,253 | $2.0M |
| Waypoint Wealth Partners Inc. | 0.57% | No change | 12,231 | $2.0M |
| Midwest Heritage Bank, FSB | 1.05% | Add +10.6% | 12,117 | $2.0M |
| Mission Wealth Management, LP | 0.05% | Add +13.4% | 12,079 | $2.0M |
| Alaska Permanent Capital Management, LLC | 0.15% | Add +4.5% | 12,025 | $2.0M |
| BigSur Wealth Management LLC | 0.62% | No change | 12,000 | $2.0M |
| Creative Financial Designs Inc. | 0.18% | Reduce -19.0% | 11,824 | $1.9M |
| Aspire Private Capital, LLC | 0.51% | Add +5.5% | 11,771 | $1.9M |
| Vision Capital Management, Inc. | 0.29% | Reduce -4.7% | 11,762 | $1.9M |
| Mattern Capital Management, LLC | 0.26% | Reduce -47.5% | 11,719 | $1.9M |
| TFC Financial Management, Inc. | 0.34% | Reduce -5.2% | 11,662 | $1.9M |
| Carnegie Investment Counsel | 0.06% | Reduce -0.3% | 11,614 | $1.9M |
| Freedom Investment Management, Inc. | 0.15% | Add +164.0% | 11,567 | $1.9M |
| Keel Point, LLC | 0.20% | Add +4.9% | 11,566 | $1.9M |
| Argent Trust Co | 0.09% | Add +1.5% | 11,515 | $1.9M |
| Sheridan Capital Management, LLC | 1.43% | Add +26.4% | 11,513 | $1.9M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -2.4% | 11,474 | $1.9M |
| Absolute Capital Management, LLC | 1.20% | Reduce -24.4% | 11,423 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Add +333.6% | 11,346 | $1.9M |
| VestGen Investment Management | 0.57% | Reduce -7.1% | 11,317 | $1.9M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Add +3.1% | 11,301 | $1.9M |
| Tranquility Partners, LLC | 0.71% | Add +0.3% | 11,186 | $1.8M |
| &partners | 0.25% | New | 11,177 | $1.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.76% | Reduce -2.4% | 11,114 | $1.8M |
| Level Financial Advisors | 0.82% | Reduce -1.2% | 11,048 | $1.8M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -19.6% | 10,854 | $1.8M |
| Econ Financial Services Corp | 1.09% | New | 10,697 | $1.8M |
| W Advisors, LLC | 1.19% | Reduce -3.5% | 10,574 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +15.3% | 10,541 | $1.7M |
| Provident Investment Management, Inc. | 0.15% | Reduce -13.4% | 10,528 | $1.7M |
| Journey Strategic Wealth LLC | 0.08% | Reduce -84.2% | 10,440 | $1.7M |
| Perennial Investment Advisors, LLC | 0.26% | Add +9.9% | 10,430 | $1.7M |
| Capital Advantage, Inc. | 0.35% | New | 10,512 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.29% | Reduce -8.4% | 10,318 | $1.7M |
| Fort Sheridan Advisors LLC | 0.32% | Add +43.2% | 10,262 | $1.7M |
| LifePlan Investment Advisors, Inc. | 1.34% | Add +2.2% | 10,259 | $1.7M |
| BCU Wealth Advisors, LLC | 1.42% | Add +4.4% | 10,205 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.58% | Add +98.0% | 10,070 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.42% | Reduce -41.9% | 9,659 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.21% | Reduce -4.6% | 10,024 | $1.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.13% | New | 10,000 | $1.6M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Reduce -10.8% | 9,907 | $1.6M |
| Redwood Investment Management, LLC | 0.16% | Reduce -22.5% | 9,907 | $1.6M |
| John W. Brooker & Co., CPAs | 0.87% | Add +0.0% | 9,848 | $1.6M |
| Abel Hall, LLC | 1.20% | Reduce -0.1% | 9,719 | $1.6M |
| Aspire Wealth Management Corp | 0.96% | Add +1.9% | 9,671 | $1.6M |
| Alta Wealth Advisors LLC | 0.80% | Reduce -1.1% | 9,589 | $1.6M |
| Avior Wealth Management, LLC | 0.07% | Add +1634.2% | 9,573 | $1.6M |
| Dohj, LLC | 0.41% | Reduce -44.9% | 9,510 | $1.6M |
| MKT Advisors LLC | 0.84% | Add +109.3% | 9,476 | $1.5M |
| Global Financial Private Client, LLC | 0.65% | Add +9.8% | 9,281 | $1.5M |
| Mattern Wealth Management LLC | 0.37% | Reduce -0.9% | 9,249 | $1.5M |
| Wesbanco Bank Inc. | 0.06% | Add +17.2% | 9,188 | $1.5M |
| Catalina Capital Group, LLC | 0.64% | Reduce -15.0% | 9,170 | $1.5M |
| Evergreen Capital Management LLC | 0.06% | No change | 9,076 | $1.5M |
| Talisman Wealth Advisors LLC | 1.87% | Add +5.0% | 9,040 | $1.5M |
| KCM Investment Advisors LLC | 0.06% | Add +15.0% | 9,024 | $1.5M |
| WT Wealth Management | 0.53% | Add +12.1% | 9,000 | $1.5M |
| Jackson Wealth Management, LLC | 0.18% | Reduce -7.0% | 8,943 | $1.5M |
| Retirement Planning Group, LLC | 0.11% | Reduce -0.4% | 8,868 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.54% | Reduce -1.9% | 8,784 | $1.4M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -3.8% | 8,718 | $1.4M |
| New Republic Capital, LLC | 0.91% | Add +1.9% | 8,689 | $1.4M |
| Diversified, LLC | 0.19% | Add +5.2% | 8,576 | $1.4M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -0.8% | 8,524 | $1.4M |
| Dentgroup LLC | 1.16% | Add +0.9% | 8,515 | $1.4M |
| Credit Suisse AG/ | 0.00% | Add +284.1% | 8,412 | $1.4M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -7.7% | 8,364 | $1.4M |
| Gryphon Financial Partners LLC | 0.23% | Add +35.5% | 8,344 | $1.4M |
| Principal Financial Group Inc. | 0.00% | No change | 8,282 | $1.4M |
| Madison Asset Management, LLC | 0.02% | No change | 8,162 | $1.3M |
| FIL Ltd | 0.00% | Reduce -64.5% | 8,157 | $1.3M |
| Cozad Asset Management Inc. | 0.14% | No change | 8,136 | $1.3M |
| Ackerman Capital Advisors, LLC | 0.37% | No change | 8,129 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Add +218.3% | 8,118 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | New | 8,098 | $1.3M |
| Farmers & Merchants Investments Inc. | 0.04% | Add +0.6% | 8,084 | $1.3M |
| MBE Wealth Management, LLC | 0.81% | Reduce -0.8% | 7,976 | $1.3M |
| Brighton Jones LLC | 0.05% | Reduce -5.6% | 7,976 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -10.7% | 7,795 | $1.3M |
| FourThought Financial Partners, LLC | 0.15% | Reduce -2.1% | 7,794 | $1.3M |
| Curtis Advisory Group, LLC | 0.50% | Reduce -5.5% | 7,789 | $1.3M |
| First Trust Direct Indexing L.P. | 0.09% | New | 7,644 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.73% | Add +11.1% | 7,548 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -78.5% | 7,501 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -15.8% | 7,476 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -1.1% | 7,460 | $1.2M |
| W.H. Cornerstone Investments Inc. | 0.88% | Reduce -27.0% | 7,462 | $1.2M |
| Arcadia Wealth Management, LLC | 0.75% | Add +2.5% | 7,431 | $1.2M |
| Viawealth, LLC | 0.76% | Reduce -19.6% | 7,423 | $1.2M |
| Clarity Capital Partners LLC | 0.80% | Reduce -6.3% | 7,420 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +8.9% | 7,412 | $1.2M |
| G&S Capital LLC | 0.54% | Reduce -1.2% | 7,392 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.33% | Reduce -6.4% | 7,270 | $1.2M |
| Bailard, Inc. | 0.03% | New | 7,232 | $1.2M |
| First Financial Bank - Trust Division | 0.11% | Add +2.3% | 7,209 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -3.7% | 7,165 | $1.2M |
| CPC Advisors, LLC | 0.20% | Reduce -31.5% | 7,153 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.5% | 7,138 | $1.2M |
| Ieq Capital, LLC | 0.02% | Add +2.3% | 7,113 | $1.2M |
| Lake Street Advisors Group, LLC | 0.05% | Add +0.1% | 6,999 | $1.2M |
| Bernardo Wealth Planning LLC | 0.32% | Reduce -0.5% | 6,997 | $1.1M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -31.1% | 6,989 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +2.3% | 6,987 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.19% | Add +0.1% | 6,932 | $1.1M |
| Cooper Financial Group | 0.19% | Reduce -19.4% | 6,907 | $1.1M |
| Nikulski Financial, Inc. | 0.38% | Reduce -4.7% | 6,904 | $1.1M |
| Ardent Capital Management, Inc. | 0.57% | No change | 6,874 | $1.1M |
| Soltis Investment Advisors LLC | 0.13% | Add +10.5% | 6,807 | $1.1M |
| Fulcrum Equity Management | 1.32% | New | 6,799 | $1.1M |
| Continuum Advisory, LLC | 0.17% | Add +20.4% | 6,840 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.32% | Reduce -10.6% | 6,674 | $1.1M |
| Ergawealth Advisors, Inc. | 0.60% | Reduce -17.1% | 6,608 | $1.1M |
| CM Wealth Advisors LLC | 0.31% | New | 6,688 | $1.1M |
| Stephens Consulting, LLC | 0.33% | No change | 6,560 | $1.1M |
| Saiph Capital, LLC | 0.50% | Reduce -3.1% | 6,558 | $1.1M |
| Wolff Financial Management LLC | 0.31% | Reduce -1.6% | 6,498 | $1.1M |
| Financial Sense Advisors, Inc. | 0.38% | Reduce -7.8% | 6,476 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +32.8% | 6,466 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +13.4% | 6,390 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -1.9% | 6,386 | $1.0M |
| Atticus Wealth Management, LLC | 0.34% | Add +23.0% | 6,344 | $1.0M |
| FWG Investments, LLC. | 1.13% | Reduce -3.0% | 6,330 | $1.0M |
| WR Wealth Planners, LLC | 0.32% | Reduce -57.5% | 6,269 | $1.0M |
| Altfest L J & Co. Inc. | 0.15% | Add +3.1% | 6,248 | $1.0M |
| Jordan Park Group LLC | 0.06% | Reduce -0.6% | 6,196 | $1.0M |
| LexAurum Advisors, LLC | 0.26% | Reduce -26.8% | 6,135 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.7% | 6,131 | $1.0M |
| Connectus Wealth, LLC | 0.03% | Add +0.7% | 6,105 | $1.0M |
| Parsons Capital Management Inc. | 0.07% | Add +6.5% | 6,099 | $1.0M |
| Abundance Wealth Counselors | 0.23% | No change | 6,051 | $994K |
| Verdence Capital Advisors LLC | 0.09% | Add +64.2% | 6,011 | $988K |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -16.9% | 6,290 | $987K |
| Pathstone Holdings, LLC | 0.00% | Add +19.9% | 5,997 | $986K |
| Capital Investment Advisors, LLC | 0.02% | Add +7.6% | 5,964 | $980K |
| Visionary Wealth Advisors | 0.07% | Add +6.6% | 5,939 | $976K |
| Fluent Financial, LLC | 0.53% | New | 5,860 | $963K |
| L & S Advisors Inc | 0.12% | Add +0.5% | 5,833 | $959K |
| Cahaba Wealth Management, Inc. | 0.09% | No change | 5,829 | $958K |
| WASHINGTON TRUST Co | 0.04% | Reduce -13.7% | 5,811 | $955K |
| Fernwood Investment Management, LLC | 0.28% | Add +4.1% | 5,771 | $948K |
| Allen Capital Group, LLC | 0.14% | No change | 5,769 | $948K |
| JT Stratford LLC | 0.19% | Reduce -4.7% | 5,698 | $936K |
| Sunbelt Securities, Inc. | 0.10% | Reduce -10.5% | 5,651 | $929K |
| Meridian Financial Partners LLC | 1.19% | Reduce -3.5% | 5,826 | $922K |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -1.3% | 5,605 | $921K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.1% | 5,603 | $921K |
| Glen Eagle Advisors, LLC | 0.17% | Reduce -18.5% | 5,593 | $919K |
| Coordinated Financial Services, Inc. | 0.81% | — | 5,590 | $919K |
| Coldstream Capital Management Inc. | 0.02% | Add +2.7% | 5,582 | $917K |
| Householder Group Estate & Retirement Specialist, LLC | 0.27% | Add +2.4% | 5,577 | $917K |
| Investment Advisory Group, LLC | 0.37% | Add +0.4% | 5,514 | $906K |
| Patton Albertson Miller Group, LLC | 0.14% | No change | 5,513 | $906K |
| Kellett Wealth Advisors, LLC | 0.62% | Add +34.8% | 5,417 | $890K |
| Quantum Portfolio Management LLC | 0.51% | Add +14.3% | 5,415 | $890K |
| Beacon Financial Planning, Inc. | 0.62% | Add +66.7% | 5,376 | $884K |
| Prudential PLC | 0.01% | Reduce -0.7% | 5,327 | $875K |
| Sound Income Strategies, LLC | 0.07% | Add +37.4% | 5,296 | $870K |
| Jacobi Capital Management LLC | 0.08% | Add +16.2% | 5,263 | $865K |
| Life Line Wealth Management LLC | 0.33% | Reduce -54.6% | 5,226 | $859K |
| Semmax Financial Advisors Inc. | 0.28% | Add +74.2% | 5,262 | $857K |
| Level Four Advisory Services, LLC | 0.05% | Add +0.1% | 5,771 | $849K |
| Fortis Group Advisors, LLC | 0.16% | New | 5,138 | $844K |
| Resurgent Financial Advisors LLC | 0.45% | Reduce -18.3% | 5,130 | $843K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +6.4% | 5,118 | $841K |
| LGT Financial Advisors LLC | 0.97% | Add +19.3% | 5,087 | $836K |
| Horan Securities, Inc. | 0.39% | Add +6.8% | 5,042 | $829K |
| First American Bank | 0.06% | No change | 4,980 | $818K |
| Fiduciary Trust Co | 0.01% | Add +22.8% | 4,979 | $818K |
| FLC Capital Advisors | 0.21% | Reduce -1.4% | 4,977 | $818K |
| Financial Gravity Asset Management, Inc. | 0.23% | Reduce -97.6% | 5,559 | $818K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +37.0% | 4,975 | $818K |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.0% | 4,970 | $817K |
| Altus Wealth Group LLC | 0.40% | New | 4,905 | $806K |
| Providence First Trust Co | 0.34% | Add +0.0% | 4,721 | $776K |
| Essex Financial Services, Inc. | 0.07% | Add +17.4% | 4,720 | $776K |
| StoneX Group Inc. | 0.07% | Reduce -3.0% | 4,713 | $775K |
| Beck Capital Management, LLC | 0.22% | Reduce -1.1% | 4,673 | $768K |
| Hartline Investment Corp./ | 0.13% | New | 4,629 | $761K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +18.2% | 4,629 | $761K |
| Mather Group, Llc. | 0.01% | Add +4.0% | 5,160 | $759K |
| Ledyard National Bank | 0.07% | Reduce -30.2% | 4,619 | $759K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -35.1% | 3,331 | $756K |
| Investors Research Corp | 0.18% | Add +6.2% | 4,577 | $752K |
| Cloverfields Capital Group, LP | 0.25% | Add +28.0% | 4,560 | $749K |
| JFS Wealth Advisors, LLC | 0.06% | Add +63.1% | 4,447 | $731K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.6% | 4,427 | $728K |
| Focus Partners Wealth | 0.01% | Add +56.8% | 4,403 | $724K |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -1.0% | 4,400 | $723K |
| Beverly Hills Private Wealth, LLC | 0.17% | Reduce -23.1% | 4,399 | $723K |
| Modern Wealth Management, LLC | 0.07% | New | 4,384 | $721K |
| QRG Capital Management, Inc. | 0.01% | Add +136.8% | 4,380 | $720K |
| American National Bank & Trust | 0.10% | No change | 4,376 | $719K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -35.8% | 4,350 | $715K |
| Allie Family Office LLC | 0.42% | No change | 4,354 | $715K |
| Private Portfolio Partners LLC | 0.15% | Add +9.6% | 4,336 | $713K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 4,303 | $707K |
| Goelzer Investment Management, Inc. | 0.04% | Add +11.3% | 4,297 | $706K |
| 4J Wealth Management LLC | 0.60% | No change | 4,257 | $700K |
| Latitude Advisors, LLC | 0.43% | Add +118.5% | 4,234 | $696K |
| Paulson Wealth Management Inc. | 0.20% | Reduce -0.2% | 4,222 | $694K |
| RDA Financial Network | 0.24% | Add +47.0% | 4,211 | $692K |
| GC Wealth Management RIA, LLC | 0.14% | Add +19.9% | 4,181 | $687K |
| Ballentine Partners, LLC | 0.01% | Add +13.7% | 4,102 | $674K |
| Wolverine Trading, LLC | 0.01% | Reduce -7.0% | 4,054 | $666K |
| Busey Bank | 0.02% | Add +7.3% | 4,045 | $665K |
| IPG Investment Advisors LLC | 0.14% | Reduce -38.2% | 4,024 | $661K |
| Lake Street Private Wealth, LLC | 0.09% | Reduce -0.1% | 4,018 | $660K |
| Sonoma Private Wealth LLC | 1.06% | Reduce -1.2% | 4,011 | $659K |
| DLK Investment Management, LLC | 0.28% | Add +3.6% | 3,990 | $656K |
| Belpointe Asset Management LLC | 0.05% | Add +4.2% | 3,970 | $653K |
| Anchor Investment Management, LLC | 0.07% | Reduce -4.7% | 3,955 | $650K |
| Lifeworks Advisors, LLC | 0.18% | New | 3,939 | $647K |
| Financial Network Wealth Advisors LLC | 0.64% | New | 3,927 | $645K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +10.9% | 3,924 | $645K |
| 360 Financial, Inc. | 0.25% | New | 3,896 | $640K |
| Cassady Schiller Wealth Management, LLC | 0.28% | Add +8.9% | 3,872 | $636K |
| Kingdom Financial Group LLC. | 0.45% | Add +47.3% | 3,858 | $634K |
| Iams Wealth Management, LLC | 0.39% | Reduce -7.3% | 3,956 | $632K |
| NCM Capital Management, LLC | 0.35% | No change | 3,839 | $631K |
| Advisory Alpha, LLC | 0.03% | Reduce -15.4% | 3,838 | $631K |
| Schrum Private Wealth Management LLC | 0.57% | Add +13.1% | 3,834 | $630K |
| First National Trust Co | 0.03% | Reduce -8.1% | 3,816 | $627K |
| Yarger Wealth Strategies, LLC | 0.42% | Reduce -0.2% | 3,754 | $617K |
| Warren Street Wealth Advisors, LLC | 0.30% | Reduce -4.0% | 3,731 | $613K |
| Drive Wealth Management, LLC | 0.17% | Add +51.5% | 3,716 | $611K |
| Tyche Wealth Partners LLC | 0.15% | Reduce -47.2% | 3,704 | $609K |
| Firestone Capital Management | 0.17% | Reduce -0.3% | 3,652 | $600K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.7% | 3,638 | $598K |
| Diversified Trust Co. | 0.02% | Reduce -1.6% | 3,637 | $598K |
| GenTrust, LLC | 0.04% | No change | 3,635 | $597K |
| Lantern Wealth Advisors, LLC | 0.42% | Add +21.8% | 3,633 | $597K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -4.0% | 3,622 | $595K |
| MBL Wealth, LLC | 0.07% | No change | 3,620 | $595K |
| Boston Trust Walden Corp | 0.00% | Reduce -6.5% | 3,590 | $590K |
| Titleist Asset Management, LLC | 0.10% | New | 3,569 | $586K |
| Oliver Lagore Vanvalin Investment Group | 0.18% | Reduce -15.4% | 3,554 | $584K |
| Larson Financial Group LLC | 0.04% | Reduce -10.4% | 3,528 | $580K |
| Syntal Capital Partners, LLC | 5.78% | New | 3,525 | $579K |
| Alpha Financial Partners LLC | 0.53% | Reduce -4.8% | 3,523 | $579K |
| Millennium Management | 0.00% | New | 3,516 | $578K |
| New England Professional Planning Group Inc. | 0.30% | Add +0.2% | 3,480 | $572K |
| TrueWealth Advisors, LLC | 0.22% | Reduce -13.1% | 3,475 | $571K |
| Hobart Private Capital, LLC | 0.17% | Reduce -10.1% | 3,472 | $571K |
| Rathbones Group PLC | 0.00% | Add +1.7% | 3,467 | $570K |
| Jane Street Group, LLC | 0.00% | New | 3,461 | $569K |
| Semus Wealth Partners LLC | 0.48% | Reduce -6.3% | 3,458 | $568K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.1% | 3,440 | $565K |
| Tempus Wealth Planning, LLC | 0.25% | Add +35.9% | 3,424 | $563K |
| White Lighthouse Investment Management Inc. | 0.11% | Reduce -1.0% | 3,398 | $558K |
| Advisors Capital Management, LLC | 0.01% | Reduce -92.1% | 3,390 | $557K |
| Palisade Asset Management, LLC | 0.05% | Add +134.5% | 3,358 | $552K |
| Advance Capital Management, Inc. | 0.04% | New | 3,333 | $548K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -13.8% | 3,475 | $548K |
| Sightline Wealth Advisors, LLC | 0.36% | New | 3,326 | $547K |
| Cherry Tree Wealth Management, LLC | 0.14% | Add +11.5% | 3,320 | $546K |
| Fisher Asset Management | 0.00% | Reduce -30.9% | 3,273 | $538K |
| Soundwatch Capital LLC | 0.10% | Reduce -56.9% | 3,281 | $538K |
| Marcum Wealth, LLC | 0.05% | No change | 3,211 | $528K |
| Northwest Investment Counselors, LLC | 0.13% | No change | 3,148 | $517K |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +62.9% | 3,144 | $517K |
| Commerce Bank | 0.00% | Add +1.6% | 3,142 | $516K |
| Gibbs Wealth Management | 0.29% | — | 3,121 | $513K |
| Fortune Financial Advisors, LLC | 0.33% | Reduce -2.1% | 3,117 | $512K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -1.2% | 3,115 | $512K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.2% | 3,114 | $512K |
| Imprint Wealth LLC | 0.12% | New | 3,092 | $507K |
| Geller Advisors LLC | 0.04% | Add +0.2% | 3,079 | $506K |
| World Equity Group, Inc. | 0.10% | Reduce -45.5% | 3,077 | $506K |
| Brown Miller Wealth Management, LLC | 0.22% | No change | 3,052 | $502K |
| Personal Cfo Solutions, LLC | 0.08% | Add +6.0% | 3,012 | $495K |
| TCWP LLC | 1.32% | Reduce -26.3% | 3,010 | $495K |
| DCM Advisors, LLC | 0.20% | No change | 3,001 | $493K |
| Violich Capital Management, Inc. | 0.07% | New | 3,000 | $493K |
| Philadelphia Trust Co. | 0.04% | No change | 3,000 | $493K |
| Moors & Cabot, Inc. | 0.03% | Add +13.9% | 2,985 | $491K |
| Fiduciary Alliance LLC | 0.09% | Add +1.2% | 2,987 | $489K |
| Granite Bay Wealth Management, LLC | 0.28% | Reduce -98.3% | 2,950 | $485K |
| Herold Advisors, Inc. | 0.12% | Add +40.9% | 2,944 | $484K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -3.1% | 2,942 | $484K |
| Squarepoint Ops LLC | 0.00% | Reduce -61.5% | 2,926 | $481K |
| Waterway Wealth Management, LLC | 0.21% | New | 2,912 | $479K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -10.6% | 2,902 | $477K |
| LS Investment Advisors, LLC | 0.07% | Add +2.9% | 2,873 | $472K |
| InterOcean Capital Group, LLC | 0.01% | No change | 2,848 | $468K |
| Greenwood Gearhart LLC | 0.05% | No change | 2,821 | $464K |
| Arkadios Wealth Advisors | 0.04% | Reduce -3.5% | 2,814 | $462K |
| Strategic Financial Concepts, LLC | 0.11% | New | 2,803 | $461K |
| FinTrust Capital Advisors, LLC | 0.09% | Reduce -11.5% | 2,802 | $461K |
| Quantinno Capital Management LP | 0.01% | Add +0.8% | 2,796 | $460K |
| Sachetta, LLC | 0.22% | No change | 3,118 | $459K |
| Camden National Bank | 0.08% | No change | 2,783 | $457K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -35.9% | 2,738 | $450K |
| Davidson Trust Co. | 0.26% | Reduce -9.4% | 2,731 | $449K |
| Clarity Financial LLC | 0.07% | Add +17.4% | 2,705 | $445K |
| PFG Investments, LLC | 0.03% | Add +65.9% | 2,703 | $444K |
| EPG Wealth Management LLC | 0.11% | No change | 2,687 | $442K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 2,681 | $441K |
| Sterling Investment Counsel, LLC | 0.20% | Add +0.1% | 2,678 | $440K |
| Disciplined Investments, LLC | 0.24% | No change | 2,667 | $438K |
| Citizens Business Bank | 0.09% | No change | 2,650 | $436K |
| Fermata Advisors, LLC | 0.10% | Add +34.8% | 2,649 | $435K |
| BBR Partners, LLC | 0.03% | No change | 2,642 | $434K |
| Kraft Asset Management, LLC | 0.35% | Reduce -7.1% | 2,641 | $434K |
| Heritage Wealth Management, LLC | 0.22% | Reduce -1.1% | 2,638 | $433K |
| Dana Investment Advisors, Inc. | 0.01% | New | 2,635 | $433K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -6.0% | 2,617 | $430K |
| Darden Wealth Group Inc | 0.34% | Add +7.0% | 2,604 | $428K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 2,592 | $426K |
| Goldstein Advisors, LLC | 0.07% | Reduce -5.2% | 2,592 | $426K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +54.5% | 2,570 | $422K |
| Lansing Street Advisors | 0.19% | Reduce -34.4% | 2,567 | $422K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -2.1% | 2,564 | $421K |
| Crestone Asset Management LLC | 0.08% | Add +80.5% | 2,558 | $420K |
| Citizens National Bank Trust Department | 0.10% | New | 2,540 | $417K |
| Park Place Capital Corp | 0.15% | Reduce -26.2% | 2,538 | $417K |
| Everpar Advisors LLC | 0.25% | New | 2,537 | $417K |
| San Luis Wealth Advisors LLC | 0.22% | Add +0.4% | 2,530 | $416K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -3.1% | 2,527 | $415K |
| Norden Group LLC | 0.08% | New | 2,511 | $413K |
| Empower Advisory Group, LLC | 0.00% | New | 2,493 | $410K |
| Fort Point Capital Partners LLC | 0.06% | No change | 2,492 | $410K |
| Aveo Capital Partners, LLC | 0.04% | Reduce -46.5% | 2,559 | $407K |
| Syntax Research, Inc. | 0.31% | Add +0.2% | 2,477 | $407K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,477 | $407K |
| Guerra Pan Advisors, LLC | 0.37% | Add +16.4% | 2,462 | $405K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1.5% | 2,461 | $404K |
| Astoria Strategic Wealth, Inc. | 0.13% | Reduce -17.3% | 2,434 | $400K |
| American Capital Advisory, LLC | 0.35% | Add +208.0% | 3,219 | $399K |
| AQR Capital Management | 0.00% | New | 2,413 | $397K |
| Bessemer Group Inc. | 0.00% | Add +169.3% | 2,418 | $396K |
| Asset Dedication, LLC | 0.03% | Reduce -19.1% | 2,381 | $393K |
| Jackson, Grant Investment Advisers, Inc. | 0.16% | Add +16.5% | 2,384 | $392K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.3% | 2,378 | $391K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,363 | $388K |
| Pinnacle Family Advisors, LLC | 0.20% | Reduce -39.8% | 2,336 | $384K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -7.5% | 2,359 | $383K |
| Morling Financial Advisors, LLC | 0.22% | New | 2,327 | $382K |
| Trust Co. of Vermont | 0.02% | Add +0.3% | 2,323 | $382K |
| NWF Advisory Services Inc. | 0.06% | Add +12.1% | 2,323 | $382K |
| Financial Counselors Inc. | 0.01% | Add +7.3% | 2,319 | $381K |
| Girard Partners LTD. | 0.04% | Add +65.0% | 2,315 | $380K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +2.3% | 2,308 | $379K |
| Fairhaven Wealth Management, LLC | 0.13% | Add +0.4% | 2,301 | $378K |
| Kintra Wealth, LLC | 0.28% | Add +4.1% | 2,299 | $378K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -11.2% | 2,292 | $377K |
| Veracity Capital LLC | 0.15% | Reduce -5.1% | 2,288 | $376K |
| Painted Porch Advisors LLC | 0.23% | New | 2,285 | $376K |
| FirstPurpose Wealth LLC | 0.13% | New | 2,304 | $371K |
| Sterling Financial Planning, Inc. | 0.15% | Reduce -12.1% | 2,244 | $369K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +1.5% | 2,234 | $367K |
| Leo Wealth, LLC | 0.04% | Reduce -0.0% | 2,232 | $366K |
| Advisor Resource Council | 0.15% | Reduce -90.6% | 2,457 | $364K |
| Marex Group Ltd | 0.01% | Reduce -11.2% | 2,200 | $362K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +17.2% | 2,197 | $361K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.0% | 2,197 | $361K |
| Lebenthal Global Advisors, LLC | 0.08% | Reduce -0.9% | 2,196 | $361K |
| Curi Capital, LLC | 0.01% | Add +30.4% | 2,187 | $359K |
| Independence Bank of Kentucky | 0.11% | No change | 2,145 | $353K |
| Waddell & Associates, LLC | 0.05% | Reduce -2.7% | 2,145 | $353K |
| FRG Family Wealth Advisors LLC | 0.07% | Add +36.6% | 2,220 | $348K |
| Avion Wealth | 0.09% | No change | 2,111 | $347K |
| Retireful, LLC | 0.14% | New | 2,104 | $346K |
| Sensible Money, LLC | 0.19% | No change | 2,097 | $345K |
| Wealth Management Associates, Inc. | 0.16% | Add +30.8% | 2,006 | $343K |
| Atlas Brown,Inc. | 0.12% | Add +14.6% | 2,071 | $340K |
| CPA Asset Management Group, LLC | 0.19% | No change | 2,066 | $340K |
| Carlson Capital Management | 0.02% | Reduce -3.5% | 2,062 | $339K |
| Western Financial Corp | 0.21% | Reduce -23.6% | 2,052 | $337K |
| Summit Investment Advisory Services, LLC | 0.20% | Add +30.0% | 2,036 | $335K |
| Wealthquest Corp | 0.04% | No change | 2,035 | $335K |
| Key Financial Inc | 0.08% | No change | 2,016 | $331K |
| Independent Advisor Alliance | 0.01% | Reduce -9.0% | 2,002 | $329K |
| Axim Planning & Wealth | 0.27% | New | 2,000 | $329K |
| Florida Financial Advisors, LLC | 0.24% | Add +34.3% | 1,994 | $328K |
| International Assets Investment Management, LLC | 0.03% | Add +9.1% | 1,988 | $326K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +3.5% | 1,981 | $326K |
| Whalerock Point Partners, LLC | 0.09% | No change | 1,975 | $325K |
| Aprio Wealth Management, LLC | 0.06% | No change | 1,975 | $325K |
| Quadcap Wealth Management, LLC | 0.07% | Add +4.9% | 1,969 | $324K |
| Lion Street Advisors, LLC | 0.13% | No change | 2,196 | $323K |
| Gsa Capital Partners LLP | 0.03% | Add +23.9% | 1,963 | $323K |
| Mosaic Financial Group, LLC | 0.26% | — | 1,958 | $322K |
| HBK Sorce Advisory LLC | 0.01% | New | 1,952 | $321K |
| McAdam, LLC | 0.02% | New | 1,947 | $320K |
| Cedar Brook Financial Partners, LLC | 0.06% | Reduce -0.2% | 1,942 | $319K |
| MJP Associates Inc. | 0.07% | Add +30.1% | 1,938 | $319K |
| Advisor OS, LLC | 0.04% | Add +19.3% | 1,938 | $319K |
| Montag A & Associates Inc. | 0.02% | Reduce -8.5% | 1,936 | $318K |
| Global Trust Asset Management, LLC | 0.13% | Add +20.6% | 1,930 | $317K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | New | 1,924 | $316K |
| CWS Financial Advisors, LLC | 0.13% | No change | 1,920 | $316K |
| Zhang Financial LLC | 0.02% | New | 1,914 | $315K |
| Klingman & Associates, LLC | 0.02% | Reduce -2.3% | 1,912 | $314K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -5.9% | 1,902 | $313K |
| Linscomb Wealth, Inc. | 0.02% | Add +17.9% | 1,900 | $312K |
| Adamsbrown Wealth Consultants LLC | 0.13% | Add +0.2% | 1,892 | $311K |
| Bridges Investment Management Inc. | 0.01% | No change | 1,891 | $311K |
| Hemenway Trust Co LLC | 0.03% | Reduce -1.3% | 1,885 | $310K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,867 | $307K |
| Confluence Wealth Services, Inc. | 0.03% | Add +15.3% | 1,865 | $307K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -9.3% | 1,855 | $305K |
| Pinnacle Wealth Management Group, Inc. | 0.23% | Add +8.2% | 1,853 | $305K |
| TKG Advisors, LLC | 0.17% | Add +0.3% | 1,841 | $303K |
| Verum Partners LLC | 0.11% | Reduce -15.9% | 1,827 | $300K |
| Triad Wealth Partners, LLC | 0.23% | — | 1,804 | $296K |
| Pring Turner Capital Group Inc. | 0.22% | Add +324.0% | 7,140 | $296K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 1,804 | $296K |
| US Financial Advisors, LLC | 0.10% | Reduce -17.6% | 1,801 | $296K |
| Beese Fulmer Investment Management, Inc. | 0.03% | New | 1,800 | $296K |
| Cadence Bank | 0.02% | Add +0.1% | 1,796 | $295K |
| Insigneo Advisory Services, LLC | 0.04% | New | 1,795 | $295K |
| Clear Investment Research, LLC | 0.39% | Reduce -3.8% | 1,785 | $293K |
| HBW Advisory Services LLC | 0.05% | No change | 1,991 | $293K |
| ProVise Management Group, LLC | 0.03% | Reduce -21.8% | 1,782 | $293K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | New | 1,772 | $291K |
| Realta Investment Advisors | 0.06% | Reduce -17.5% | 1,744 | $287K |
| Scotia Capital Inc. | 0.00% | Reduce -25.2% | 1,739 | $286K |
| Strategy Asset Managers LLC | 0.06% | No change | 1,703 | $280K |
| Solstein Capital, LLC | 0.19% | Reduce -6.0% | 1,702 | $280K |
| Inspire Advisors, LLC | 0.04% | New | 1,701 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 1,682 | $276K |
| Delta Investment Management, LLC | 0.06% | Add +7.2% | 1,681 | $276K |
| Fortis Advisors, LLC | 0.18% | New | 1,675 | $275K |
| Principle Wealth Partners LLC | 0.02% | New | 1,674 | $275K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 1,660 | $273K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,658 | $272K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,658 | $272K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,648 | $271K |
| Aspiriant, LLC | 0.01% | No change | 1,644 | $270K |
| Aua Capital Management, LLC | 0.16% | New | 1,639 | $269K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,637 | $269K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 1,628 | $268K |
| Tudor Investment Corporation | 0.00% | New | 1,626 | $267K |
| REAP Financial Group, LLC | 0.07% | Reduce -2.3% | 1,625 | $267K |
| Authentikos Wealth Advisory, LLC | 0.27% | New | 1,615 | $265K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 1,611 | $265K |
| Victory Financial Group, LLC | 0.16% | Reduce -50.7% | 1,605 | $264K |
| CW Advisors, LLC | 0.00% | New | 1,591 | $261K |
| WMS Partners, LLC | 0.02% | New | 1,588 | $261K |
| Cambridge Advisors Inc. | 0.06% | Reduce -1.4% | 1,584 | $260K |
| Integrity Wealth Solutions LLC | 0.17% | Reduce -1.0% | 1,584 | $260K |
| Oxinas Partners, LLC | 0.17% | Add +0.2% | 1,566 | $257K |
| Orion Capital Management LLC | 0.14% | Reduce -0.3% | 1,565 | $257K |
| Fiduciary Family Office, LLC | 0.10% | New | 1,562 | $257K |
| Secure Asset Management, LLC | 0.06% | New | 1,562 | $257K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -18.3% | 1,552 | $255K |
| Capital Investment Counsel, LLC | 0.05% | New | 1,551 | $255K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 1,551 | $255K |
| Able Wealth Management LLC | 0.22% | Add +9.3% | 1,544 | $254K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 1,720 | $253K |
| Essex Bank | 0.07% | No change | 1,719 | $253K |
| Prairie Wealth Advisors, Inc. | 0.12% | — | 1,534 | $252K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -0.5% | 1,532 | $252K |
| Falcon Wealth Planning | 0.04% | New | 1,517 | $249K |
| Full Sail Capital, LLC | 0.02% | New | 1,504 | $247K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +0.7% | 1,501 | $247K |
| Hollow Brook Wealth Management LLC | 0.09% | No change | 1,499 | $246K |
| Bison Wealth, LLC | 0.04% | Reduce -4.9% | 1,487 | $244K |
| Prosperity Planning, Inc. | 0.12% | Reduce -0.7% | 1,485 | $244K |
| Vise Technologies, Inc. | 0.05% | New | 1,479 | $243K |
| Ellis Investment Partners, LLC | 0.05% | New | 1,463 | $241K |
| Legacy Capital Group California, Inc. | 0.09% | New | 1,462 | $240K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +21.4% | 1,462 | $240K |
| Exchange Bank | 0.20% | New | 1,444 | $237K |
| Hyman Charles D | 0.01% | No change | 1,445 | $237K |
| Colonial Trust Advisors | 0.02% | Add +2.2% | 1,431 | $235K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 1,430 | $235K |
| Koshinski Asset Management, Inc. | 0.02% | New | 1,422 | $234K |
| Accredited Investors Inc. | 0.01% | New | 1,418 | $233K |
| 180 Wealth Advisors, LLC | 0.04% | New | 1,410 | $232K |
| Certified Advisory Corp | 0.03% | New | 1,402 | $230K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 1,397 | $230K |
| Modera Wealth Management, LLC | 0.00% | New | 1,385 | $228K |
| Calamos Wealth Management LLC | 0.01% | Reduce -11.2% | 1,362 | $224K |
| Advanced Asset Management Advisors Inc | 0.06% | Reduce -3.1% | 1,353 | $222K |
| OneAscent Financial Services LLC | 0.02% | Reduce -15.8% | 1,346 | $221K |
| Leading Edge Financial Planning LLC | 0.10% | Reduce -31.6% | 1,344 | $221K |
| Integrity Financial Corp | 0.15% | Add +1.8% | 1,344 | $221K |
| Sandy Spring Bank | 0.01% | Add +41.3% | 1,338 | $220K |
| Leuthold Group, LLC | 0.02% | New | 1,329 | $218K |
| Buckingham Capital Management, Inc. | 0.03% | New | 1,314 | $216K |
| Cornerstone Planning Group LLC | 0.07% | Reduce -42.5% | 1,355 | $216K |
| Crewe Advisors LLC | 0.03% | Reduce -58.4% | 1,310 | $215K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,310 | $215K |
| Becker Capital Management Inc. | 0.01% | New | 1,305 | $214K |
| Gilliland Jeter Wealth Management LLC | 0.07% | New | 1,304 | $214K |
| Cannon Financial Strategists, Inc. | 0.04% | New | 1,302 | $214K |
| Corundum Group, Inc. | 0.10% | New | 1,300 | $214K |
| Xcel Wealth Management, LLC | 0.07% | New | 1,287 | $211K |
| MBA Advisors LLC | 0.11% | Reduce -13.5% | 1,280 | $210K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -8.1% | 1,280 | $210K |
| First Merchants Corp. | 0.02% | New | 1,271 | $209K |
| New Century Financial Group, LLC | 0.14% | New | 1,270 | $209K |
| Petix & Botte Co | 0.05% | Reduce -6.8% | 1,268 | $208K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,261 | $207K |
| Vanguard Group Inc. | 0.00% | New | 1,251 | $206K |
| Goldstone Financial Group, LLC | 0.05% | New | 1,237 | $203K |
| Empirical Asset Management, LLC | 0.10% | New | 1,235 | $203K |
| M3 Advisory Group, LLC | 0.18% | New | 1,234 | $203K |
| Waverly Advisors, LLC | 0.00% | New | 1,231 | $202K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $202K |
| Raub Brock Capital Management LP | 0.04% | New | 1,229 | $202K |
| Savvy Advisors, Inc. | 0.12% | New | 1,228 | $202K |
| Planned Solutions, Inc. | 0.10% | No change | 1,224 | $201K |
| Carmichael Hill & Associates, Inc. | 0.08% | Add +194.0% | 1,223 | $201K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,223 | $201K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,221 | $201K |
| Bangor Savings Bank | 0.02% | No change | 1,202 | $198K |
| HM Payson & Co. | 0.00% | Reduce -12.5% | 1,201 | $197K |
| TFO Wealth Partners, LLC | 0.04% | No change | 1,188 | $195K |
| Motco | 0.01% | No change | 1,180 | $194K |
| Princeton Global Asset Management LLC | 0.05% | No change | 1,166 | $192K |
| GAMMA Investing LLC | 0.04% | Add +33.6% | 1,165 | $191K |
| Tucker Asset Management LLC | 0.04% | Add +183.9% | 1,164 | $191K |
| Tidemark, LLC | 0.10% | Reduce -27.5% | 1,096 | $180K |
| Criterion Capital Advisors, LLC | 0.12% | Reduce -37.0% | 1,094 | $180K |
| Baldwin Wealth Partners LLC | 0.01% | Reduce -24.9% | 1,045 | $172K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 1,000 | $164K |
| Milestone Investment Advisors LLC | 0.04% | No change | 1,000 | $164K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -16.8% | 968 | $159K |
| Founders Financial Alliance, LLC | 0.05% | New | 956 | $157K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -43.0% | 939 | $154K |
| Howe & Rusling Inc. | 0.01% | Reduce -39.9% | 917 | $151K |
| NBT Bank, N.A. | 0.01% | Reduce -55.7% | 915 | $150K |
| Banque Cantonale Vaudoise | 0.01% | No change | 900 | $148K |
| Retirement Group, LLC | 0.05% | Reduce -1.2% | 848 | $139K |
| CNB Bank | 0.07% | No change | 843 | $139K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +299.5% | 847 | $138K |
| Creekmur Asset Management LLC | 0.05% | Reduce -24.8% | 821 | $135K |
| Element Wealth, LLC | 0.08% | Add +28.8% | 805 | $132K |
| Acropolis Investment Management, LLC | 0.01% | No change | 800 | $131K |
| BNP Paribas Financial Markets | 0.00% | Add +389.4% | 788 | $130K |
| Smithfield Trust Co | 0.01% | No change | 777 | $126K |
| Versant Capital Management, Inc | 0.03% | Add +7.8% | 742 | $122K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | No change | 701 | $115K |
| Arlington Trust Co LLC | 0.03% | Reduce -28.2% | 693 | $114K |
| Arax Advisory Partners | 0.01% | Add +7.2% | 652 | $107K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -84.0% | 644 | $106K |
| IAG Wealth Partners, LLC | 0.02% | Add +23.7% | 637 | $105K |
| Highline Wealth Partners LLC | 0.04% | Add +93.3% | 630 | $104K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -22.0% | 630 | $104K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +128.6% | 624 | $103K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 672 | $99K |
| Islay Capital Management, LLC | 0.07% | No change | 600 | $99K |
| Union Savings Bank | 0.05% | No change | 583 | $96K |
| JNBA Financial Advisors | 0.01% | Add +2.7% | 578 | $95K |
| Colonial Trust Co / SC | 0.02% | No change | 570 | $94K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 551 | $91K |
| CGC Financial Services, LLC | 0.04% | No change | 522 | $86K |
| Sittner & Nelson, LLC | 0.04% | No change | 511 | $84K |
| Castleview Partners, LLC | 0.05% | Add +26.6% | 500 | $82K |
| First Personal Financial Services | 0.02% | No change | 485 | $80K |
| AllSquare Wealth Management LLC | 0.05% | No change | 480 | $79K |
| Westside Investment Management, Inc. | 0.02% | No change | 476 | $78K |
| CVA Family Office, LLC | 0.01% | No change | 466 | $77K |
| Global Assets Advisory, LLC | 0.05% | New | 459 | $75K |
| City Holding Co. | 0.01% | No change | 450 | $74K |
| Lindbrook Capital, LLC | 0.01% | No change | 424 | $70K |
| Pineridge Advisors LLC | 0.02% | Add +15.7% | 399 | $66K |
| Bokf, NA | 0.00% | No change | 381 | $62K |
| NFSG Corp | 0.03% | Add +216.2% | 370 | $61K |
| Richardson Capital Management LLC | 0.05% | New | 365 | $60K |
| Future Financial Wealth Managment LLC | 0.05% | New | 360 | $59K |
| Beacon Capital Management, LLC | 0.01% | Reduce -29.4% | 356 | $59K |
| Rothschild Investment LLC | 0.00% | New | 349 | $57K |
| Thompson Investment Management, Inc. | 0.01% | Add +50.9% | 347 | $57K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $57K |
| Sugarloaf Wealth Management, LLC | 0.01% | New | 331 | $54K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +1661.1% | 317 | $52K |
| Lanark Financial, Inc. | 0.00% | Add +27.2% | 309 | $51K |
| Concord Wealth Partners | 0.01% | Reduce -45.0% | 309 | $51K |
| Headlands Technologies LLC | 0.01% | New | 293 | $48K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -2.0% | 293 | $48K |
| Signaturefd, LLC | 0.00% | Add +73.2% | 291 | $48K |
| Activest Wealth Management | 0.02% | No change | 286 | $47K |
| Tsfg, LLC | 0.01% | No change | 278 | $46K |
| City State Bank | 0.02% | Add +123.7% | 255 | $42K |
| St Germain D J Co. Inc. | 0.00% | Reduce -20.9% | 249 | $41K |
| Abound Wealth Management | 0.01% | Reduce -12.5% | 238 | $39K |
| PSI Advisors, LLC | 0.01% | Add +32.6% | 232 | $38K |
| Field & Main Bank | 0.01% | No change | 232 | $38K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 232 | $38K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -74.4% | 224 | $37K |
| MCF Advisors LLC | 0.00% | New | 224 | $37K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $36K |
| TCTC Holdings, LLC | 0.00% | No change | 215 | $35K |
| Caldwell Trust Co | 0.00% | No change | 210 | $35K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $34K |
| PrairieView Partners, LLC | 0.00% | No change | 202 | $34K |
| Cutler Group LLC / CA | 0.02% | New | 202 | $33K |
| Smartleaf Asset Management LLC | 0.01% | No change | 192 | $32K |
| CoreFirst Bank & Trust | 0.02% | No change | 182 | $30K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 187 | $29K |
| Gables Capital Management Inc. | 0.01% | New | 154 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 145 | $24K |
| LRI Investments, LLC | 0.01% | — | 142 | $23K |
| First Command Advisory Services, Inc. | 0.00% | Add +61.0% | 124 | $20K |
| Nemes Rush Group LLC | 0.00% | Add +60.0% | 120 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 119 | $20K |
| SRH Advisors, LLC | 0.01% | No change | 114 | $19K |
| Parkside Financial Bank & Trust | 0.00% | No change | 103 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +18.6% | 102 | $17K |
| Stuart Chaussee & Associates, Inc. | 0.00% | New | 102 | $17K |
| GoalVest Advisory LLC | 0.01% | No change | 101 | $17K |
| MTM Investment Management, LLC | 0.01% | New | 100 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -36.3% | 100 | $16K |
| True Wealth Design, LLC | 0.00% | No change | 96 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 76 | $12K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $12K |
| Rogco, LP | 0.00% | Reduce -95.9% | 66 | $11K |
| WFA Asset Management Corp | 0.01% | New | 64 | $11K |
| Archer Investment Corp | 0.00% | Reduce -57.4% | 63 | $10K |
| SJS Investment Consulting Inc. | 0.00% | New | 62 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 59 | $10K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 58 | $10K |
| Marquette Associates, Inc. | 0.01% | New | 56 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 58 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 50 | $8K |
| ESL Trust Services, LLC | 0.00% | New | 48 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 47 | $7K |
| Valued Wealth Advisors LLC | 0.00% | New | 39 | $6K |
| Mma Asset Management LLC | 0.00% | New | 37 | $6K |
| Johnson Financial Group, Inc. | 0.00% | New | 37 | $6K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 35 | $6K |
| Godsey & Gibb, Inc. | 0.00% | No change | 35 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 32 | $5K |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $5K |
| Clean Yield Group | 0.00% | New | 30 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | — | 30 | $5K |
| NewSquare Capital LLC | 0.00% | New | 28 | $5K |
| First Pacific Financial | 0.00% | Reduce -69.4% | 26 | $4K |
| Winthrop Capital Management, LLC | 0.00% | New | 25 | $4K |
| Phillips Financial Management, LLC | 0.00% | Reduce -68.8% | 24 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $3K |
| VitalStone Financial, LLC | 0.00% | No change | 20 | $3K |
| Caitlin John, LLC | 0.00% | No change | 18 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 17 | $3K |
| Macquarie Group Ltd. | 0.00% | Reduce -79.1% | 17,017 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 16 | $3K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -87.8% | 16 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -98.1% | 15 | $2K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 15 | $2K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 11 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 10 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 10 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.7% | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 10 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 8 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 9 | $1K |
| Toronto Dominion Bank | 0.00% | New | 5 | $822 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 1 | $165 |
| Piscataqua Savings Bank | 0.00% | New | 1 | $164 |
"% of holder's portfolio" is QUAL's weight in each manager's 13F, not the share of iShares MSCI USA Quality Fac the manager owns.