iShares MSCI USA Quality FacQUALETF
13F holders, Q3 2024 (September 30)1,371holders +76
113new positions
40sold out
6famous investors
$179.02avg. 13F price*
At the end of Q3 2024, 1,371 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 76 from Q2 2024. 113 opened new positions and 40 sold out. The largest holders were Envestnet Asset Management Inc. ($5.1B), FMR LLC ($2.8B) and LPL Financial LLC ($2.6B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $111.0M |
| Exits | 40 | $46.6M |
All 13F filers, Q2 2024 → Q3 2024: 11,206,142 shares bought and 6,928,814 shares sold, net +4,277,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,371 holders
| Envestnet Asset Management Inc. | 1.65% | Add +1.8% | 28,545,236 | $5.1B |
| FMR LLC | 0.17% | Add +7.9% | 15,848,761 | $2.8B |
| LPL Financial LLC | 1.18% | Add +6.9% | 14,725,824 | $2.6B |
| Morgan Stanley | 0.12% | Add +3.9% | 9,074,487 | $1.6B |
| PNC Financial Services Group, Inc. | 0.90% | Reduce -3.2% | 7,831,955 | $1.4B |
| Bank of America Corp. | 0.12% | Reduce -1.6% | 7,607,404 | $1.4B |
| JPMorgan Chase & Co. | 0.08% | Reduce -0.5% | 5,742,659 | $1.0B |
| Wells Fargo & Company | 0.23% | Add +5.9% | 5,249,196 | $941.2M |
| Ameriprise Financial Inc. | 0.22% | Reduce -1.0% | 4,760,947 | $853.6M |
| BlackRock, Inc. | 0.02% | — | 4,702,766 | $843.2M |
| UBS Group AG | 0.23% | Add +4.0% | 4,583,976 | $821.9M |
| M&T Bank Corp | 2.39% | Add +0.7% | 4,050,192 | $726.2M |
| Cwm, LLC | 3.05% | Reduce -1.8% | 3,952,552 | $708.7M |
| Keybank National Association | 2.70% | Reduce -0.8% | 3,899,565 | $699.2M |
| Envestnet Portfolio Solutions, Inc. | 1.87% | Add +3.3% | 3,207,312 | $575.1M |
| MML Investors Services, LLC | 1.87% | Add +6.3% | 2,859,647 | $512.7M |
| Bank of New York Mellon Corp | 0.09% | Add +10.4% | 2,619,729 | $469.7M |
| Cerity Partners LLC | 1.03% | Add +7.2% | 2,583,297 | $463.2M |
| Horizon Investments, LLC | 11.70% | Add +17.8% | 2,459,447 | $441.0M |
| Facet Wealth, Inc. | 11.81% | Add +3.0% | 2,343,573 | $415.0M |
| Northwestern Mutual Wealth Management Co. | 0.36% | Add +11.8% | 2,277,928 | $408.4M |
| Park Avenue Securities LLC | 4.10% | Reduce -1.1% | 2,037,197 | $365.3M |
| Cetera Investment Advisers | 0.77% | Add +8.5% | 1,972,966 | $353.8M |
| Blue Trust, Inc. | 4.44% | Reduce -12.8% | 1,991,572 | $340.1M |
| Commonwealth Equity Services, LLC | 0.47% | Add +14.7% | 1,744,381 | $312.8M |
| Royal Bank of Canada | 0.07% | Add +2.5% | 1,706,643 | $306.0M |
| Connecticut Wealth Management, LLC | 13.66% | Add +2.6% | 1,573,846 | $282.2M |
| Mercer Global Advisors Inc. | 0.65% | Reduce -23.5% | 1,813,309 | $279.7M |
| Stifel Financial Corp. | 0.28% | Add +4.3% | 1,497,670 | $268.5M |
| Janney Montgomery Scott LLC | 0.71% | Add +2.8% | 1,424,905 | $255.5M |
| Merriman Wealth Management, LLC | 10.11% | Add +0.3% | 1,388,947 | $249.0M |
| Integrated Wealth Concepts LLC | 2.96% | Add +15.6% | 1,356,703 | $243.3M |
| HighTower Advisors, LLC | 0.36% | Reduce -0.8% | 1,355,807 | $243.1M |
| Osaic Holdings, Inc. | 0.52% | Add +3.3% | 1,296,883 | $232.6M |
| Haverford Trust Co | 2.26% | Add +5.0% | 1,295,366 | $232.3M |
| Wharton Business Group, LLC | 10.21% | Add +0.3% | 1,267,468 | $227.3M |
| Composition Wealth, LLC | 5.16% | Add +2.7% | 1,244,952 | $223.2M |
| Orgel Wealth Management, LLC | 5.55% | Add +71.6% | 1,236,792 | $221.8M |
| OneDigital Investment Advisors LLC | 2.21% | Add +1.3% | 1,077,455 | $193.2M |
| SCS Capital Management LLC | 3.46% | Add +17.1% | 955,992 | $171.4M |
| Raymond James & Associates | 0.10% | Add +1.5% | 954,296 | $171.1M |
| Raymond James Financial Services Advisors, Inc. | 0.22% | Add +4.1% | 905,088 | $162.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.26% | Add +5.1% | 842,162 | $151.0M |
| Sanctuary Advisors, LLC | 0.90% | Add +14.1% | 779,459 | $142.4M |
| Corient Private Wealth LP | 0.22% | Reduce -3.6% | 781,333 | $140.1M |
| NewEdge Advisors, LLC | 0.87% | Add +9.2% | 746,726 | $133.9M |
| Balentine LLC | 5.20% | Add +1.4% | 735,862 | $131.9M |
| Tiaa Trust, National Association | 0.39% | Add +1.4% | 731,353 | $131.1M |
| Thrivent Financial for Lutherans | 0.25% | Reduce -28.0% | 722,969 | $129.6M |
| 3EDGE Asset Management, LP | 9.11% | Add +19.4% | 716,478 | $128.5M |
| Bluespring Wealth Management, LLC | 12.89% | Add +1.4% | 716,318 | $128.4M |
| Foundations Investment Advisors, LLC | 2.49% | Add +10.1% | 660,369 | $118.4M |
| Foster Group, Inc. | 4.30% | Add +0.2% | 642,656 | $115.2M |
| Bogart Wealth, LLC | 5.21% | Reduce -0.0% | 613,695 | $110.0M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +5.8% | 608,044 | $109.0M |
| JB Capital LLC | 6.17% | Add +4.4% | 599,230 | $107.4M |
| Sage Mountain Advisors LLC | 9.04% | Reduce -2.0% | 591,247 | $106.0M |
| GYL Financial Synergies, LLC | 7.90% | Reduce -0.1% | 585,994 | $105.1M |
| Obermeyer Wealth Partners | 5.49% | Reduce -11.4% | 572,102 | $102.6M |
| United Capital Financial Advisors, LLC | 0.84% | Reduce -0.6% | 570,325 | $102.3M |
| Cresset Asset Management, LLC | 0.39% | Reduce -1.1% | 555,819 | $99.7M |
| Kestra Advisory Services, LLC | 0.54% | Reduce -4.2% | 547,809 | $98.2M |
| Franklin Resources Inc. | 0.03% | Reduce -2.5% | 522,171 | $95.7M |
| Kestra Investment Management, LLC | 4.10% | Add +17.3% | 531,906 | $95.4M |
| Atria Wealth Solutions, Inc. | 0.97% | Add +0.2% | 495,262 | $88.8M |
| Savant Capital, LLC | 0.73% | Reduce -0.2% | 491,008 | $88.0M |
| Prime Capital Investment Advisors, LLC | 1.24% | Reduce -2.6% | 486,369 | $87.2M |
| D.A. Davidson & Co. | 0.71% | Add +3.6% | 477,920 | $85.7M |
| Clearstead Advisors, LLC | 1.32% | Add +3.3% | 474,360 | $85.1M |
| AE Wealth Management LLC | 0.76% | Add +2.5% | 465,159 | $83.4M |
| Baker Avenue Asset Management, LP | 2.64% | Add +0.3% | 463,644 | $83.1M |
| Johnson Investment Counsel Inc. | 0.81% | Add +1.6% | 461,433 | $82.7M |
| Equitable Holdings, Inc. | 0.78% | Add +5.6% | 448,782 | $80.5M |
| Howard Financial Services, LTD. | 11.33% | Add +13.6% | 437,769 | $78.5M |
| Private Advisor Group, LLC | 0.49% | Add +11.8% | 437,372 | $78.4M |
| Mariner, LLC | 0.14% | Add +2.8% | 425,802 | $76.3M |
| Austin Private Wealth, LLC | 7.33% | Add +6.0% | 415,220 | $74.4M |
| Two Sigma Investments, LP | 0.17% | Reduce -26.8% | 414,900 | $74.4M |
| Cable Hill Partners, LLC | 7.24% | Add +1.3% | 410,589 | $73.6M |
| Captrust Financial Advisors | 0.22% | Reduce -6.6% | 405,565 | $72.7M |
| Sachem Hill LLC | 14.60% | Reduce -1.6% | 401,020 | $71.9M |
| Synovus Financial Corp. | 0.83% | Reduce -2.1% | 399,550 | $71.6M |
| US Bancorp \de | 0.09% | Reduce -0.2% | 398,196 | $71.4M |
| UMB Bank, n.a. | 1.11% | Add +10.0% | 397,796 | $71.3M |
| Sax Wealth Advisors, LLC | 6.32% | Add +4.7% | 395,226 | $70.9M |
| Fragasso Financial Advisors Inc | 5.39% | Add +19.5% | 391,294 | $70.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -59.5% | 378,695 | $67.9M |
| Prudential Financial Inc. | 0.09% | Add +11.1% | 370,401 | $66.4M |
| Advocacy Wealth Management, LLC | 4.91% | Add +7.8% | 348,660 | $62.5M |
| Financial Advisors, LLC | 11.55% | Reduce -0.3% | 338,231 | $60.6M |
| Valence8 US LP | 26.37% | Add +12.1% | 337,472 | $60.5M |
| Summit Trail Advisors, LLC | 1.49% | Add +16.4% | 335,061 | $60.1M |
| Gradient Investments LLC | 1.24% | Add +1.3% | 332,084 | $59.5M |
| Wilmington Savings Fund Society, FSB | 1.06% | Reduce -2.5% | 329,029 | $59.0M |
| Trilogy Capital Inc. | 2.96% | Add +0.6% | 327,632 | $58.7M |
| NorthCoast Asset Management LLC | 0.40% | Add +164.1% | 318,980 | $57.1M |
| Landaas & Co. /Wi | 15.83% | Add +12.8% | 317,085 | $56.9M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -1.2% | 314,899 | $56.5M |
| Truist Financial Corp. | 0.09% | Add +0.3% | 309,083 | $55.4M |
| Pinnacle Associates Ltd. | 0.94% | Reduce -4.1% | 375,104 | $55.2M |
| Baird Financial Group, Inc. | 0.11% | Reduce -4.6% | 304,643 | $54.6M |
| Baron Wealth Management LLC | 26.23% | Reduce -1.6% | 303,976 | $54.5M |
| Steward Partners Investment Advisory, LLC | 0.50% | Add +4.8% | 301,912 | $54.1M |
| Sharkey, Howes & Javer | 7.64% | Add +8.8% | 299,169 | $53.6M |
| Goldstein Advisors, LLC | 7.69% | Add +11176.9% | 282,036 | $50.6M |
| Cambridge Associates LLC /Ma/ | 1.89% | No change | 281,659 | $50.5M |
| Glenmede Trust Co. NA | 0.24% | Add +9.1% | 280,978 | $50.4M |
| Fort Washington Investment Advisors Inc. | 0.30% | Add +8.1% | 273,156 | $49.0M |
| Atria Investments, Inc | 0.59% | Add +2.6% | 266,215 | $47.7M |
| Rwa Wealth Partners, LLC | 0.59% | Add +1.3% | 265,217 | $47.6M |
| Scarborough Advisors, LLC | 7.68% | Add +10.6% | 264,927 | $47.5M |
| Stratos Wealth Partners, LTD. | 0.69% | Add +13.4% | 262,565 | $47.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.41% | Add +4.0% | 257,275 | $46.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.28% | Add +4.9% | 254,239 | $45.6M |
| CreativeOne Wealth, LLC | 1.54% | Add +43.4% | 252,618 | $45.3M |
| Ameritas Advisory Services, LLC | 1.91% | Reduce -0.1% | 246,258 | $44.2M |
| Alliancebernstein L.P. | 0.01% | Add +3.2% | 244,068 | $43.8M |
| 49 Wealth Management, LLC | 7.12% | Add +38.6% | 244,014 | $43.8M |
| MA Private Wealth | 8.12% | Reduce -14.1% | 242,284 | $43.4M |
| Heck Capital Advisors, LLC | 4.96% | Add +3.1% | 240,183 | $43.1M |
| Lineweaver Wealth Advisors, LLC | 8.18% | Add +2.1% | 239,657 | $43.0M |
| Choreo, LLC | 0.62% | Reduce -1.6% | 235,989 | $42.0M |
| Eastern Bank | 0.72% | Add +158.3% | 223,800 | $40.1M |
| Dynasty Wealth Management, LLC | 1.21% | Reduce -50.4% | 225,544 | $40.1M |
| Strategies Wealth Advisors, LLC | 5.33% | Add +4.6% | 222,296 | $39.9M |
| Kathmere Capital Management, LLC | 3.66% | Add +1.5% | 217,158 | $38.9M |
| Avantax Advisory Services, Inc. | 0.26% | Add +6.8% | 216,789 | $38.9M |
| Cardinal Strategic Wealth Guidance | 12.63% | Add +8.6% | 215,140 | $38.6M |
| TD Capital Management LLC | 3.83% | Reduce -1.8% | 213,201 | $38.2M |
| Comerica Bank | 0.15% | Reduce -1.4% | 213,088 | $38.2M |
| Apexium Financial, LP | 2.49% | Add +6.7% | 210,523 | $37.7M |
| Millburn Ridgefield LLC | 0.98% | Reduce -5.2% | 209,008 | $37.5M |
| Catalyst Capital Advisors LLC | 0.84% | Reduce -5.2% | 209,008 | $37.5M |
| Parallel Advisors, LLC | 0.88% | Reduce -5.7% | 208,261 | $37.3M |
| IHT Wealth Management, LLC | 1.06% | Add +27.5% | 207,658 | $37.2M |
| Forte Capital LLC | 4.19% | Add +7.1% | 206,331 | $37.0M |
| Aspen Wealth Management LLC | 10.68% | Add +7.5% | 196,175 | $35.2M |
| Unison Advisors LLC | 4.22% | Reduce -14.6% | 195,641 | $35.1M |
| Strategic Blueprint, LLC | 2.18% | Add +0.5% | 195,384 | $35.0M |
| 1900 Wealth Management LLC | 2.98% | Reduce -0.9% | 194,034 | $34.8M |
| Hengehold Capital Management LLC | 3.28% | Add +1.8% | 192,595 | $34.5M |
| True Link Financial Advisors, LLC | 2.90% | Add +5.7% | 190,762 | $34.2M |
| Icon Wealth Advisors, LLC | 2.84% | Add +2.5% | 190,026 | $34.1M |
| Orion Porfolio Solutions, LLC | 0.34% | Add +15.1% | 189,122 | $33.9M |
| Orion Portfolio Solutions, LLC | 0.34% | Add +15.1% | 189,122 | $33.9M |
| Concourse Financial Group Securities, Inc. | 2.01% | Reduce -1.6% | 188,564 | $33.8M |
| Two Sigma Advisers, LP | 0.08% | Reduce -34.1% | 184,900 | $33.2M |
| SPC Financial, Inc. | 2.92% | Reduce -5.9% | 184,637 | $33.1M |
| Horst & Graben Wealth Management LLC | 5.92% | Add +2.5% | 183,969 | $33.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.6% | 179,975 | $32.2M |
| Apella Capital, LLC | 1.29% | Add +1.9% | 176,516 | $31.5M |
| CFO4Life Group, LLC | 5.52% | Reduce -1.4% | 173,786 | $31.2M |
| Family Manage LLC | 5.08% | Add +18.1% | 170,034 | $30.5M |
| Pettinga Financial Advisors LLC | 7.14% | Add +2.0% | 168,275 | $30.2M |
| Sage Advisory Services, Ltd.Co. | 8.47% | No change | 176,647 | $30.2M |
| Wealth Group Ltd | 8.74% | Add +2.1% | 167,390 | $30.0M |
| Sowell Financial Services LLC | 1.39% | Reduce -6.1% | 166,669 | $29.9M |
| Monumental Financial Group Inc. | 11.01% | Add +2.9% | 165,529 | $29.7M |
| ARS Wealth Advisors Group, LLC | 3.64% | Reduce -1.1% | 165,173 | $29.6M |
| Modern Wealth Management, LLC | 1.81% | Add +1.4% | 164,798 | $29.5M |
| Alera Investment Advisors, LLC | 3.44% | Add +0.6% | 163,142 | $29.3M |
| Kestra Private Wealth Services, LLC | 0.54% | Add +59.1% | 162,631 | $29.2M |
| Farther Finance Advisors, LLC | 1.07% | Add +3.4% | 159,202 | $28.5M |
| BOK Financial Private Wealth, Inc. | 2.06% | Reduce -2.8% | 158,536 | $28.4M |
| Brookstone Capital Management | 0.41% | Add +3.5% | 157,021 | $28.2M |
| CFS Investment Advisory Services, LLC | 2.35% | Reduce -18.8% | 155,958 | $28.0M |
| Capital Advisors, Ltd. LLC | 3.43% | Add +2.9% | 154,366 | $27.7M |
| Stone House Investment Management, LLC | 5.67% | Add +3.8% | 153,167 | $27.5M |
| SteelPeak Wealth, LLC | 1.20% | Add +6.2% | 151,662 | $27.2M |
| Intelligence Driven Advisers, LLC | 3.89% | Reduce -9.9% | 151,590 | $27.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.31% | Add +10.5% | 151,518 | $27.2M |
| Insight Wealth Strategies, LLC | 3.55% | Add +0.1% | 150,242 | $26.9M |
| Bryn Mawr Trust Advisors, LLC | 1.44% | Add +2.5% | 148,302 | $26.6M |
| Summit Wealth Partners, LLC | 5.06% | Reduce -1.3% | 146,467 | $26.3M |
| Armbruster Capital Management, Inc. | 5.17% | Reduce -6.1% | 144,714 | $25.9M |
| Tanglewood Wealth Management, Inc. | 2.96% | Reduce -0.5% | 143,104 | $25.7M |
| High Falls Advisors, Inc | 5.85% | Add +1.1% | 142,486 | $25.5M |
| Townsquare Capital LLC | 0.30% | Add +12.2% | 141,965 | $25.5M |
| Ewa, LLC | 9.02% | Add +3.3% | 138,344 | $25.3M |
| Gries Financial LLC | 4.71% | Add +2.3% | 140,290 | $25.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.81% | Add +9.1% | 139,732 | $25.1M |
| Sollinda Capital Management LLC | 6.94% | Reduce -1.3% | 137,221 | $24.6M |
| Security Financial Services, INC. | 5.00% | Add +1.9% | 136,893 | $24.5M |
| Invst, LLC | 2.96% | Reduce -27.0% | 136,585 | $24.5M |
| Centerpoint Advisors, LLC | 8.48% | Reduce -0.7% | 136,026 | $24.4M |
| McMorgan & Co. LLC | 3.74% | Reduce -4.3% | 135,524 | $24.3M |
| WJ Wealth Management, LLC | 8.47% | Reduce -4.8% | 134,103 | $24.0M |
| RVW Wealth, LLC | 2.23% | Reduce -1.0% | 133,889 | $24.0M |
| Ascent Wealth Partners, LLC | 3.27% | Add +0.8% | 130,922 | $23.5M |
| Journey Advisory Group, LLC | 2.81% | Reduce -1.6% | 137,099 | $23.4M |
| Perigon Wealth Management, LLC | 0.63% | Add +12.0% | 129,963 | $23.3M |
| One Wealth Advisors, LLC | 3.56% | Add +1.7% | 129,487 | $23.2M |
| Macquarie Group Ltd. | 0.03% | New | 128,797 | $23.1M |
| Van Hulzen Asset Management, LLC | 1.66% | Reduce -2.8% | 127,473 | $22.9M |
| Boulder Wealth Advisors, LLC | 12.39% | Add +20.3% | 127,121 | $22.8M |
| Ocean Park Asset Management, LLC | 0.99% | No change | 125,681 | $22.5M |
| State of Michigan Retirement System | 0.11% | Add +5.3% | 124,650 | $22.3M |
| Richard P Slaughter Associates Inc | 5.17% | Add +14.5% | 124,186 | $22.3M |
| Buttonwood Financial Group, LLC | 13.05% | Reduce -1.3% | 121,338 | $21.8M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Reduce -4.1% | 121,647 | $21.7M |
| Physician Wealth Advisors, Inc. | 3.86% | Add +7.6% | 118,321 | $21.4M |
| SlateStone Wealth, LLC | 1.93% | Add +6.9% | 119,307 | $21.4M |
| Jones Financial Companies LLLP | 0.02% | Add +114.2% | 119,560 | $21.4M |
| Wade Financial Advisory, Inc | 7.18% | Add +1.1% | 118,949 | $21.3M |
| Stonebrook Private Inc. | 5.62% | Add +1.1% | 118,563 | $21.3M |
| Spectrum Wealth Counsel, LLC | 2.47% | Reduce -0.9% | 116,406 | $20.9M |
| Allworth Financial LP | 0.13% | Reduce -2.3% | 115,484 | $20.7M |
| Aptus Capital Advisors, LLC | 0.31% | Reduce -12.7% | 115,259 | $20.7M |
| Liberty Wealth Management LLC | 3.50% | Reduce -85.3% | 114,765 | $20.6M |
| Detalus Advisors, LLC | 6.83% | Add +3.0% | 114,524 | $20.5M |
| Pure Financial Advisors, LLC | 0.49% | Add +4.6% | 113,478 | $20.3M |
| Karpus Management, Inc. | 0.56% | Reduce -6.7% | 112,409 | $20.2M |
| Weaver Consulting Group | 6.34% | Reduce -0.2% | 111,248 | $19.9M |
| Merit Financial Group, LLC | 0.44% | Reduce -32.4% | 109,851 | $19.7M |
| Tradition Wealth Management, LLC | 1.75% | Add +3.9% | 109,579 | $19.6M |
| Meridian Wealth Partners, LLC | 3.05% | Reduce -6.8% | 109,498 | $19.6M |
| Keebeck Wealth Management | 2.80% | Reduce -5.6% | 107,904 | $19.3M |
| CGN Advisors LLC | 1.94% | Add +26.4% | 107,753 | $19.3M |
| Kelly Financial Services LLC | 7.07% | Add +1.3% | 107,438 | $19.3M |
| Diversify Wealth Management, LLC | 1.80% | Add +4.7% | 104,139 | $18.7M |
| Cypress Wealth Services, LLC | 3.86% | Reduce -0.6% | 104,132 | $18.7M |
| Strategic Point Investment Advisors, LLC | 3.08% | Add +0.4% | 104,064 | $18.7M |
| Well Done, LLC | 3.41% | Reduce -1.0% | 103,968 | $18.6M |
| Stratos Wealth Advisors, LLC | 0.85% | Reduce -0.9% | 103,172 | $18.5M |
| Arq Wealth Advisors, LLC | 6.93% | Add +7.1% | 103,137 | $18.3M |
| Wealthspire Advisors, LLC | 0.19% | Add +6007.0% | 101,742 | $18.2M |
| Waterloo Capital, L.P. | 1.99% | Reduce -25.9% | 101,709 | $18.2M |
| Stephens Inc. | 0.26% | Add +11.8% | 101,439 | $18.2M |
| Yeomans Consulting Group, Inc. | 6.76% | Reduce -14.6% | 100,855 | $18.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Reduce -0.5% | 100,796 | $18.1M |
| Legacy Edge Advisors, LLC | 2.88% | Add +10.5% | 100,720 | $18.1M |
| Keystone Financial Services | 6.95% | Reduce -0.4% | 100,016 | $17.9M |
| PFG Advisors | 1.13% | Add +5.3% | 99,502 | $17.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.65% | Add +16.7% | 99,067 | $17.8M |
| Richard Bernstein Advisors LLC | 0.38% | Reduce -5.2% | 98,386 | $17.6M |
| Center for Financial Planning, Inc. | 2.39% | Reduce -0.7% | 98,322 | $17.6M |
| Tobias Financial Advisors, Inc. | 3.52% | Add +1.5% | 98,051 | $17.6M |
| Skyline Advisors, Inc. | 7.23% | Reduce -1.0% | 97,927 | $17.6M |
| Good Life Advisors, LLC | 1.07% | Add +101.5% | 97,296 | $17.4M |
| Cahill Financial Advisors Inc. | 2.36% | Add +44.3% | 96,132 | $17.2M |
| Wealth Alliance, LLC | 2.05% | Add +1.4% | 95,826 | $17.2M |
| Trinity Wealth Management, LLC | 7.81% | Add +1.7% | 94,965 | $17.0M |
| Centaurus Financial, Inc. | 1.08% | Add +7.7% | 94,653 | $17.0M |
| Regal Investment Advisors LLC | 1.18% | Add +16.1% | 94,005 | $16.9M |
| Palo Alto Wealth Advisors, LLC | 6.94% | Add +5.3% | 92,172 | $16.8M |
| Focus Financial Network, Inc. | 0.68% | Add +0.8% | 93,120 | $16.7M |
| Summit X, LLC | 4.01% | Reduce -5.0% | 96,652 | $16.5M |
| Founders Financial Securities LLC | 1.52% | Reduce -2.5% | 91,791 | $16.5M |
| MB Generational Wealth, LLC | 11.74% | Reduce -0.2% | 90,951 | $16.3M |
| GW Henssler & Associates Ltd. | 0.92% | Add +6.9% | 90,611 | $16.2M |
| Regatta Capital Group, LLC | 3.11% | Add +7.4% | 89,342 | $16.0M |
| Advus Financial Partners, LLC | 4.54% | Reduce -0.7% | 88,769 | $15.9M |
| Financial Advocates Investment Management | 0.90% | Add +14.4% | 95,736 | $15.9M |
| Beacon Bridge Wealth Partners, LLC | 6.80% | Add +15.9% | 88,230 | $15.8M |
| Ascent Group, LLC | 1.19% | Add +3.3% | 87,520 | $15.7M |
| Veltria Advisors Corp. | 6.19% | No change | 87,501 | $15.7M |
| ONE Advisory Partners, LLC | 6.82% | Add +0.3% | 86,655 | $15.5M |
| Snowden Capital Advisors LLC | 0.46% | Add +13.4% | 84,933 | $15.2M |
| PAX Financial Group, LLC | 2.72% | Add +4.6% | 84,704 | $15.2M |
| Element Pointe Advisors, LLC | 3.65% | Add +6.0% | 83,758 | $15.0M |
| TSA Wealth Managment LLC | 5.94% | Reduce -0.2% | 82,231 | $14.7M |
| RFG Advisory, LLC | 0.45% | Add +3.2% | 82,014 | $14.7M |
| TNF LLC | 5.29% | Reduce -0.7% | 81,688 | $14.7M |
| HSBC Holdings PLC | 0.01% | Reduce -20.4% | 81,776 | $14.7M |
| HUB Investment Partners, LLC | 0.64% | Add +5.3% | 81,447 | $14.6M |
| Jefferies Financial Group Inc. | 0.25% | Add +6.2% | 80,955 | $14.5M |
| Intrust Bank NA | 1.45% | Add +0.7% | 80,800 | $14.5M |
| Cook Wealth, LLC | 7.24% | Reduce -5.5% | 80,187 | $14.4M |
| Astoria Portfolio Advisors LLC. | 4.89% | Add +22.1% | 79,064 | $14.3M |
| &partners | 0.28% | Add +317.8% | 78,998 | $14.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -7.5% | 73,615 | $14.3M |
| Bank of Nova Scotia | 0.03% | Add +178.6% | 78,743 | $14.1M |
| Agf Management Ltd. | 0.07% | Add +0.4% | 78,208 | $14.0M |
| Bell Investment Advisors, Inc | 2.57% | Reduce -1.9% | 78,013 | $14.0M |
| BCGM Wealth Management, LLC | 4.53% | Reduce -0.0% | 77,867 | $14.0M |
| Kraft, Davis & Associates, LLC | 4.13% | Add +3.0% | 78,220 | $13.9M |
| Claro Advisors Inc. | 1.78% | Add +10.6% | 76,798 | $13.8M |
| Legacy Financial Group LLC | 2.65% | Add +4.4% | 76,712 | $13.8M |
| Provida Pension Fund Administrator | 0.29% | No change | 75,048 | $13.5M |
| Mayflower Financial Advisors, LLC | 2.02% | Add +9.3% | 74,844 | $13.4M |
| Capital Investment Advisory Services, LLC | 1.25% | Reduce -10.4% | 73,722 | $13.2M |
| Client First Capital LLC | 7.29% | Reduce -0.2% | 73,557 | $13.2M |
| Scissortail Wealth Management, LLC | 3.18% | Reduce -98.6% | 842 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Reduce -42.9% | 72,363 | $12.9M |
| Trek Financial, LLC | 0.96% | Add +0.8% | 71,862 | $12.9M |
| Csenge Advisory Group | 0.67% | Add +6.2% | 70,872 | $12.9M |
| Garrett Wealth Advisory Group, LLC | 3.15% | Add +1.4% | 71,228 | $12.8M |
| Nuveen Asset Management, LLC | 0.00% | No change | 70,942 | $12.7M |
| Sigma Planning Corp | 0.39% | Add +2.7% | 70,454 | $12.6M |
| Watts Gwilliam & Co., LLC | 2.75% | — | 70,275 | $12.6M |
| Symmetry Partners, LLC | 2.95% | Reduce -72.9% | 69,474 | $12.5M |
| Kickstand Ventures, Llc. | 3.16% | Add +0.3% | 69,061 | $12.4M |
| Lutz Financial Services LLC | 0.98% | Reduce -1.2% | 67,646 | $12.1M |
| WBH Advisory Inc. | 1.15% | Reduce -3.1% | 67,618 | $12.1M |
| IFP Advisors, Inc | 0.44% | Reduce -43.7% | 67,536 | $12.1M |
| Running Point Capital Advisors, LLC | 4.59% | Reduce -2.0% | 66,224 | $11.9M |
| EdgeRock Capital LLC | 8.32% | Add +2.8% | 65,996 | $11.8M |
| WCG Wealth Advisors LLC | 0.80% | Add +21.8% | 65,995 | $11.8M |
| Creative Planning | 0.01% | Add +1.6% | 65,886 | $11.8M |
| Spire Wealth Management | 0.39% | Add +2.7% | 64,661 | $11.6M |
| ERn Financial, LLC | 1.76% | Reduce -0.7% | 64,608 | $11.6M |
| New York Life Investment Management LLC | 0.11% | Add +248.5% | 64,496 | $11.6M |
| Watershed Private Wealth LLC | 4.56% | Add +4.7% | 63,798 | $11.4M |
| Maia Wealth LLC | 2.82% | Add +9.1% | 63,478 | $11.4M |
| Wealth Quarterback LLC | 5.93% | Reduce -14.8% | 63,563 | $11.4M |
| Motive Wealth Advisors | 6.78% | No change | 66,064 | $11.3M |
| Partners Capital Investment Group, LLP | 0.18% | Add +0.2% | 62,615 | $11.2M |
| Custos Family Office, LLC | 4.03% | Reduce -3.6% | 62,001 | $11.1M |
| Apeiron RIA LLC | 3.15% | Add +4.3% | 61,379 | $11.0M |
| Gladstone Institutional Advisory LLC | 0.54% | Add +0.2% | 61,344 | $11.0M |
| Ullmann Wealth Partners Group, LLC | 1.42% | Reduce -1.1% | 61,297 | $11.0M |
| Shufro Rose & Co. LLC | 0.89% | No change | 64,062 | $10.9M |
| First Horizon Advisors, Inc. | 0.30% | Add +7.7% | 60,550 | $10.9M |
| Crown Wealth Group, LLC | 4.70% | Add +3.8% | 60,328 | $10.8M |
| Waverly Advisors, LLC | 0.20% | Add +2.6% | 59,826 | $10.7M |
| Wealthcare Advisory Partners LLC | 0.31% | Reduce -0.9% | 59,784 | $10.7M |
| Forthright Family Wealth Advisory LLC | 6.79% | Reduce -7.3% | 56,676 | $10.6M |
| ShoreHaven Wealth Partners, LLC | 5.09% | Add +2.5% | 58,896 | $10.6M |
| NewEdge Wealth, LLC | 0.19% | Add +2.8% | 58,571 | $10.5M |
| Caprock Group, LLC | 0.38% | Add +0.4% | 58,514 | $10.5M |
| Eq LLC | 5.24% | Add +31.2% | 58,350 | $10.5M |
| WealthShield Partners, LLC | 1.41% | Add +2.5% | 57,866 | $10.4M |
| Wedbush Securities Inc. | 0.38% | Add +22.2% | 57,675 | $10.3M |
| Family Asset Management, LLC | 6.20% | Add +5.2% | 57,477 | $10.3M |
| Global Wealth Strategies & Associates | 3.38% | Add +3.7% | 57,343 | $10.3M |
| Global Retirement Partners, LLC | 0.31% | Add +11.4% | 57,017 | $10.2M |
| IFG Advisory, LLC | 0.64% | Add +40.1% | 56,294 | $10.1M |
| Alternative Investment Advisors, LLC. | 5.30% | Add +3.1% | 56,205 | $10.1M |
| TD Waterhouse Canada Inc. | 0.08% | Reduce -10.7% | 56,430 | $10.0M |
| Swmg, LLC | 4.14% | Add +1.7% | 54,631 | $10.0M |
| Forte Asset Management LLC | 5.35% | Add +5.1% | 55,900 | $10.0M |
| National Bank of Canada | 0.01% | Add +3.9% | 55,824 | $10.0M |
| Eldridge Investment Advisors, Inc. | 2.34% | Reduce -17.7% | 55,676 | $10.0M |
| Bay Harbor Wealth Management, LLC | 3.23% | Add +1.8% | 55,228 | $9.9M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +1.7% | 55,184 | $9.9M |
| Montecito Bank & Trust | 1.68% | Add +2.9% | 55,130 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.3% | 55,059 | $9.9M |
| Blue Edge Capital, LLC | 1.53% | Reduce -1.1% | 54,895 | $9.8M |
| Brown Advisory Inc. | 0.01% | Reduce -3.2% | 54,783 | $9.8M |
| Jacobi Capital Management LLC | 0.74% | Add +83.9% | 54,708 | $9.8M |
| Stonehearth Capital Management, LLC | 3.90% | Reduce -48.7% | 54,659 | $9.8M |
| Theory Financial LLC | 4.31% | Add +23.9% | 55,434 | $9.8M |
| StrongBox Wealth, LLC | 4.18% | Add +4.9% | 54,404 | $9.8M |
| Premier Path Wealth Partners, LLC | 1.48% | Add +5.7% | 52,313 | $9.4M |
| Meitav Investment House Ltd. | 0.16% | Reduce -0.5% | 52,426 | $9.3M |
| Symphony Financial, Ltd. Co. | 1.53% | Add +1.7% | 51,845 | $9.3M |
| Money Concepts Capital Corp. | 0.70% | Reduce -39.6% | 51,400 | $9.2M |
| Beacon Financial Group | 1.00% | Add +13.5% | 50,999 | $9.1M |
| Annex Advisory Services, LLC | 0.29% | Reduce -2.4% | 50,080 | $9.0M |
| SOL Capital Management CO | 0.99% | Add +14.4% | 49,772 | $8.9M |
| Tennessee Valley Asset Management Partners | 1.48% | Add +1.6% | 49,761 | $8.9M |
| Cynosure Group, LLC | 1.29% | Reduce -6.3% | 49,418 | $8.9M |
| GSG Advisors LLC | 2.91% | Add +12.1% | 49,340 | $8.8M |
| Geneva Partners, LLC | 3.76% | Add +3.1% | 48,500 | $8.7M |
| Citigroup Inc. | 0.01% | Add +67.0% | 48,355 | $8.7M |
| Lincoln Capital Corp. | 3.54% | Add +1.9% | 48,336 | $8.7M |
| Asset Advisors Investment Management, LLC | 0.89% | Add +7.8% | 47,827 | $8.6M |
| Western Wealth Management, LLC | 0.49% | Add +81.4% | 47,561 | $8.5M |
| Mutual Advisors, LLC | 0.25% | Add +1.9% | 47,157 | $8.5M |
| Mgo One Seven LLC | 0.37% | Reduce -9.3% | 47,021 | $8.4M |
| Yoder Wealth Management, Inc. | 5.02% | Reduce -0.7% | 46,758 | $8.4M |
| Hoese & Co LLP | 6.97% | Reduce -2.7% | 46,390 | $8.3M |
| Hobbs Group Advisors, LLC | 2.98% | Add +22.9% | 46,359 | $8.3M |
| SWP Financial LLC | 5.04% | New | 46,101 | $8.3M |
| Northeast Financial Consultants Inc | 0.36% | No change | 45,942 | $8.2M |
| SigFig Wealth Management, LLC | 0.30% | Add +2.3% | 45,840 | $8.2M |
| Financial Life Advisors | 3.09% | Add +4.4% | 45,627 | $8.2M |
| Ironsides Asset Advisors, LLC | 2.38% | Add +8.4% | 45,619 | $8.2M |
| Magnolia Capital Advisors LLC | 4.05% | Reduce -7.5% | 45,144 | $8.1M |
| Jmac Enterprises LLC | 1.28% | Add +10.3% | 44,812 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +15.3% | 44,692 | $8.0M |
| Advisory Services Network, LLC | 0.17% | No change | 46,756 | $8.0M |
| Royal Harbor Partners, LLC | 3.06% | Reduce -50.8% | 43,948 | $7.9M |
| ORG Partners LLC | 1.27% | Reduce -8.8% | 43,938 | $7.9M |
| MRA Advisory Group | 4.30% | Reduce -2.6% | 43,920 | $7.9M |
| Northwest Capital Management Inc | 2.82% | Reduce -5.7% | 43,586 | $7.8M |
| Northern Trust Corp. | 0.00% | Add +50.0% | 43,532 | $7.8M |
| Simplicity Wealth,LLC | 0.72% | Reduce -12.0% | 43,503 | $7.8M |
| EWG Elevate Inc. | 3.13% | Reduce -3.5% | 43,484 | $7.8M |
| Axiom Advisory, LLC | 0.07% | Reduce -2.4% | 44,749 | $7.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -0.1% | 41,981 | $7.7M |
| Flagship Private Wealth, LLC | 3.93% | Add +51.5% | 42,554 | $7.6M |
| True Vision MN LLC | 4.48% | Add +5.7% | 41,734 | $7.5M |
| Lido Advisors, LLC | 0.06% | Add +2.5% | 41,180 | $7.4M |
| 360 Financial, Inc. | 2.71% | Add +10.3% | 40,923 | $7.3M |
| Tranquilli Financial Advisor LLC | 4.58% | Add +20.5% | 40,730 | $7.3M |
| Spectrum Planning & Advisory Services Inc. | 6.96% | Add +7.4% | 40,398 | $7.2M |
| Fidelis Capital Partners, LLC | 0.86% | Add +0.1% | 40,249 | $7.2M |
| Harbour Investments, Inc. | 0.22% | Add +1.4% | 40,038 | $7.2M |
| CoreCap Advisors, LLC | 0.34% | Add +19.5% | 39,845 | $7.1M |
| Avalon Capital Management | 2.16% | Add +0.6% | 39,689 | $7.1M |
| First Trust Advisors LP | 0.01% | Add +29.3% | 39,570 | $7.1M |
| Red Tortoise LLC | 3.57% | Add +0.3% | 39,566 | $7.1M |
| Vident Advisory, LLC | 0.18% | Reduce -32.4% | 39,278 | $7.0M |
| Firethorn Wealth Partners, LLC | 3.58% | Reduce -3.3% | 39,284 | $7.0M |
| Cabot Wealth Management Inc. | 0.87% | Add +4.2% | 38,841 | $7.0M |
| Alpha Financial Partners LLC | 4.94% | Add +903.5% | 38,674 | $6.9M |
| Ehrlich Financial Group | 4.94% | Reduce -2.6% | 38,674 | $6.9M |
| Interactive Financial Advisors, Inc. | 3.52% | Add +1.1% | 38,184 | $6.8M |
| Ashton Thomas Securities, LLC | 1.33% | Reduce -0.3% | 38,037 | $6.8M |
| Independent Financial Group, LLC | 0.25% | Add +10.0% | 37,960 | $6.8M |
| Centurion Wealth Management LLC | 2.17% | — | 37,916 | $6.8M |
| Foundry Financial Group, Inc. | 4.19% | Add +0.4% | 37,456 | $6.7M |
| Elevation Point Wealth Partners, LLC | 0.64% | Reduce -5.9% | 37,381 | $6.7M |
| Certus Wealth Management, LLC | 4.57% | Add +4.6% | 36,625 | $6.6M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -0.3% | 36,508 | $6.5M |
| Capital Analysts, LLC | 0.27% | Add +55.9% | 36,499 | $6.5M |
| Tidal Investments LLC | 0.07% | New | 36,366 | $6.5M |
| Braun-Bostich & Associates Inc. | 4.50% | Add +6.5% | 36,039 | $6.5M |
| BOS Asset Management, LLC | 2.38% | Add +8.6% | 35,885 | $6.4M |
| Per Stirling Capital Management, LLC. | 0.89% | Add +7.8% | 35,863 | $6.4M |
| Shared Vision Wealth Group LLC | 3.41% | Add +2.1% | 35,597 | $6.4M |
| Highview Capital Management LLC | 2.57% | Add +3.7% | 35,260 | $6.3M |
| Cora Capital Advisors LLC | 3.08% | Reduce -1.4% | 34,872 | $6.3M |
| Formidable Asset Management, LLC | 1.00% | Reduce -3.6% | 34,854 | $6.2M |
| Empire Life Investments Inc. | 0.38% | Reduce -8.7% | 34,847 | $6.2M |
| Ethos Financial Group, LLC | 1.04% | Reduce -1.2% | 34,770 | $6.2M |
| Fortis Group Advisors, LLC | 1.15% | Add +33.9% | 34,701 | $6.2M |
| Verus Capital Partners, LLC | 0.60% | Add +17.0% | 34,409 | $6.2M |
| AdvisorNet Financial, Inc | 0.46% | Add +1.9% | 34,279 | $6.1M |
| Gen-Wealth Partners Inc | 2.68% | Add +4.9% | 34,142 | $6.1M |
| MAI Capital Management | 0.06% | Reduce -3.5% | 34,013 | $6.1M |
| Principal Securities, Inc. | 0.15% | Add +131.0% | 33,976 | $6.1M |
| Leavell Investment Management, Inc. | 0.30% | Add +4.4% | 33,767 | $6.1M |
| Trademark Financial Management, LLC | 4.79% | Reduce -7.3% | 33,699 | $6.0M |
| Allstate Corp. | 0.57% | Add +917.6% | 33,317 | $6.0M |
| Inscription Capital, LLC | 0.89% | Reduce 0.0% | 33,145 | $5.9M |
| Quadrant Private Wealth Management, LLC | 1.46% | Add +18.4% | 32,941 | $5.9M |
| Legacy Advisory Services, LLC | 5.07% | Add +2.9% | 32,900 | $5.9M |
| Raymond James Trust N.A. | 0.13% | Add +18.9% | 32,644 | $5.9M |
| Old National Bancorp | 0.13% | Reduce -10.3% | 32,508 | $5.8M |
| Vista Investment Management | 2.19% | Add +1.1% | 32,347 | $5.8M |
| Renaissance Technologies | 0.01% | Add +373.5% | 32,200 | $5.8M |
| Maxwell Wealth Strategies Inc. | 2.45% | Add +8.6% | 32,286 | $5.8M |
| J.W. Cole Advisors, Inc. | 0.24% | Add +2.6% | 32,022 | $5.7M |
| Vermillion & White Wealth Management Group, LLC | 4.24% | Add +16.5% | 31,964 | $5.7M |
| Avidian Wealth Enterprises, LLC | 0.26% | Reduce -1.2% | 31,650 | $5.7M |
| Performa Ltd (US), LLC | 2.11% | Reduce -6.2% | 31,640 | $5.7M |
| FDx Advisors, Inc. | 1.53% | Reduce -1.5% | 31,370 | $5.6M |
| Signal Advisors Wealth, LLC | 0.80% | Add +2458.9% | 31,346 | $5.6M |
| Adapt Wealth Advisors, LLC | 2.99% | Add +113.0% | 31,195 | $5.6M |
| Ade, LLC | 3.43% | Add +5.7% | 31,086 | $5.6M |
| Altfest L J & Co. Inc. | 0.74% | Add +411.2% | 31,060 | $5.6M |
| Diversify Advisory Services, LLC | 0.30% | Reduce -16.2% | 30,667 | $5.6M |
| Rollins Financial Advisors, LLC | 0.92% | Add +2.5% | 30,912 | $5.5M |
| AlTi Global, Inc. | 0.13% | No change | 30,297 | $5.4M |
| Barings LLC | 0.13% | Reduce -90.9% | 29,948 | $5.4M |
| Crestwood Advisors Group, LLC | 0.10% | Add +29.2% | 29,791 | $5.3M |
| Avestar Capital, LLC | 0.58% | Reduce -5.4% | 29,755 | $5.3M |
| Lantz Financial LLC | 1.44% | Add +4.4% | 29,656 | $5.3M |
| Shum Financial Group, Inc. | 4.41% | — | 29,043 | $5.3M |
| KM Capital Management Ltd. | 2.81% | Add +3.1% | 29,344 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.70% | Add +7.8% | 29,196 | $5.2M |
| Client 1ST Advisory Group, LLC | 2.08% | Add +21.3% | 29,128 | $5.2M |
| Arrow Investment Advisors, LLC | 4.84% | Reduce -4.8% | 29,011 | $5.2M |
| Moneco Advisors, LLC | 0.65% | Add +0.4% | 28,946 | $5.2M |
| Dorsey & Whitney Trust CO LLC | 0.28% | Add +13.9% | 28,929 | $5.2M |
| FFG Retirement Advisors LLC | 3.38% | Reduce -2.7% | 28,903 | $5.2M |
| KPP Advisory Services LLC | 1.24% | Add +31.7% | 28,837 | $5.2M |
| Tacita Capital Inc | 3.37% | Reduce -1.6% | 28,811 | $5.2M |
| Cornerstone Advisors Asset Management, LLC | 1.14% | Add +39.3% | 28,788 | $5.2M |
| Aries Wealth Management | 1.41% | Add +2.6% | 28,682 | $5.1M |
| Commonwealth Financial Services, LLC | 1.01% | Add +1587.6% | 28,824 | $5.1M |
| PFG Private Wealth Management, LLC | 2.96% | Add +1.3% | 28,486 | $5.1M |
| Wealthgarden F.S. LLC | 4.94% | Add +6.7% | 28,294 | $5.1M |
| GeoWealth Management, LLC | 0.18% | Add +18.6% | 28,262 | $5.1M |
| Banco Santander, S.A. | 0.06% | Reduce -3.8% | 28,184 | $5.1M |
| SageView Advisory Group, LLC | 0.25% | Reduce -49.3% | 27,933 | $5.0M |
| West Wealth Group, LLC | 1.62% | Reduce -5.0% | 27,931 | $5.0M |
| Simon Quick Advisors, LLC | 0.31% | Reduce -19.2% | 27,786 | $5.0M |
| World Investment Advisors | 0.16% | Add +8.0% | 27,737 | $5.0M |
| Prospera Financial Services Inc | 0.13% | Add +9.5% | 27,707 | $5.0M |
| Marino, Stram & Associates LLC | 1.09% | Add +12.9% | 27,312 | $4.9M |
| Tyler-Stone Wealth Management | 0.92% | Add +95.6% | 27,301 | $4.9M |
| Triad Wealth Partners, LLC | 2.60% | Add +1530.5% | 27,294 | $4.9M |
| Worth Financial Advisory Group, LLC | 2.85% | Reduce -0.5% | 27,062 | $4.9M |
| Hoxton Planning & Management, LLC | 1.87% | Add +2.1% | 26,912 | $4.8M |
| Titleist Asset Management, LLC | 0.69% | Add +20.8% | 26,463 | $4.7M |
| Bridges Investment Management Inc. | 0.07% | Reduce -3.3% | 26,460 | $4.7M |
| Delta Wealth Advisors LLC | 4.51% | Reduce -6.8% | 26,282 | $4.7M |
| Twin Peaks Wealth Advisors, LLC | 2.14% | Add +22.1% | 25,826 | $4.6M |
| Alliance Wealth Advisors, LLC | 1.22% | Add +13.9% | 25,800 | $4.6M |
| Maripau Wealth Management LLC | 3.97% | Reduce -6.5% | 25,570 | $4.6M |
| One Capital Management, LLC | 0.15% | Reduce -4.6% | 25,436 | $4.6M |
| Annandale Capital, LLC | 0.91% | Reduce -4.2% | 25,392 | $4.6M |
| Panoramic Investment Advisors, LLC | 3.11% | — | 25,124 | $4.5M |
| OMNI 360 Wealth, Inc. | 3.09% | Add +1.6% | 25,123 | $4.5M |
| My Legacy Advisors, LLC | 1.75% | Reduce -36.9% | 24,768 | $4.4M |
| Bank of Montreal | 0.00% | Add +20.5% | 24,777 | $4.4M |
| Capital Advantage, Inc. | 0.84% | Add +53.6% | 24,584 | $4.4M |
| Crescent Grove Advisors, LLC | 0.45% | Reduce -2.3% | 24,519 | $4.4M |
| Elevated Capital Advisors, LLC | 1.16% | Reduce -57.7% | 24,441 | $4.4M |
| Ssi Investment Management LLC | 1.67% | Add +0.1% | 24,440 | $4.4M |
| Fortis Capital Management LLC | 0.88% | Add +0.3% | 24,421 | $4.4M |
| Fsa Wealth Partners, Inc. | 1.06% | Reduce -1.4% | 24,382 | $4.4M |
| TCI Wealth Advisors, Inc. | 0.36% | Reduce -4.1% | 24,096 | $4.3M |
| Focus Partners Wealth | 0.01% | Add +54.0% | 26,429 | $4.3M |
| Adero Partners, LLC | 0.29% | Reduce -3.7% | 24,058 | $4.3M |
| Breakwater Capital Group | 0.86% | Reduce -3.2% | 23,830 | $4.3M |
| Warner Financial, Inc. | 1.89% | Add +3.7% | 23,802 | $4.3M |
| Apollon Wealth Management, LLC | 0.12% | Add +12.6% | 23,565 | $4.2M |
| Kingsview Wealth Management, LLC | 0.09% | Add +1.7% | 23,283 | $4.2M |
| Private Trust Co. NA | 0.41% | Add +3.8% | 22,877 | $4.1M |
| TruWealth Advisors, LLC | 0.25% | Add +7.9% | 22,828 | $4.1M |
| Keystone Wealth Services, LLC | 1.13% | Add +3.9% | 22,822 | $4.1M |
| Delos Wealth Advisors, LLC | 3.57% | Add +6.9% | 22,817 | $4.1M |
| Copperleaf Capital, LLC | 3.12% | Reduce -1.8% | 22,689 | $4.1M |
| Financial Partners Group, Inc | 0.60% | Add +7.6% | 22,665 | $4.1M |
| Pacific Wealth Management | 1.88% | New | 22,590 | $4.1M |
| Brown Financial Advisors | 1.66% | Add +5.3% | 22,472 | $4.0M |
| MorganRosel Wealth Management, LLC | 1.32% | Reduce -0.9% | 22,293 | $4.0M |
| Signify Wealth | 4.87% | Add +11.7% | 22,175 | $4.0M |
| Gateway Wealth Partners, LLC | 1.08% | Add +11.5% | 21,946 | $3.9M |
| Fifth Third Bancorp | 0.01% | Add +16.3% | 21,932 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.28% | Reduce -1.4% | 21,893 | $3.9M |
| Fluent Financial, LLC | 1.88% | Add +4.7% | 21,788 | $3.9M |
| Institute for Wealth Management, LLC. | 0.49% | Reduce -1.1% | 21,581 | $3.9M |
| Vertex Planning Partners, LLC | 0.92% | Add +5.8% | 21,542 | $3.9M |
| Millington Financial Advisors, LLC | 2.40% | Add +6.5% | 21,491 | $3.9M |
| Woodmont Investment Counsel LLC | 0.29% | Reduce -3.7% | 21,445 | $3.8M |
| Tradewinds, LLC. | 1.18% | Add +34.4% | 21,342 | $3.8M |
| Alterna Wealth Management, Inc. | 3.38% | Add +0.3% | 21,027 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.10% | New | 20,961 | $3.8M |
| First Citizens Financial Corp | 1.99% | Add +1.4% | 20,936 | $3.8M |
| Apollon Financial, LLC | 1.10% | Add +6.9% | 20,900 | $3.7M |
| Interchange Capital Partners, LLC | 1.33% | Reduce -0.6% | 20,797 | $3.7M |
| Compound Planning, Inc. | 0.23% | Reduce -5.9% | 20,535 | $3.7M |
| Quent Capital, LLC | 0.37% | Reduce -2.3% | 20,530 | $3.7M |
| Absolute Capital Management, LLC | 2.18% | Reduce -18.8% | 20,503 | $3.7M |
| Geneos Wealth Management Inc. | 0.14% | Add +6.2% | 20,414 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -5.4% | 20,321 | $3.6M |
| Farrell Financial LLC | 2.53% | Reduce -4.0% | 19,446 | $3.6M |
| Robinson Smith Wealth Advisors LLC | 3.03% | Add +3.1% | 19,902 | $3.6M |
| Transcend Capital Advisors, LLC | 0.23% | Add +2.3% | 19,469 | $3.5M |
| Deutsche Bank AG | 0.00% | Add +228.8% | 19,400 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | New | 19,284 | $3.5M |
| Mather Group, Llc. | 0.04% | Reduce -8.9% | 19,283 | $3.5M |
| Peddock Capital Advisors, LLC | 0.83% | Add +7.2% | 19,279 | $3.5M |
| Colton Groome Financial Advisors, LLC | 1.29% | Reduce -3.4% | 19,248 | $3.5M |
| Silverlake Wealth Management LLC | 1.32% | Reduce -0.9% | 19,225 | $3.4M |
| Dakota Wealth Management | 0.08% | Add +2.6% | 19,215 | $3.4M |
| Beacon Financial Advisory LLC | 1.17% | Reduce -3.4% | 19,209 | $3.4M |
| Bedel Financial Consulting, Inc. | 0.49% | Reduce -0.8% | 19,187 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +16.8% | 19,171 | $3.4M |
| Cyndeo Wealth Partners, LLC | 0.24% | Reduce -14.1% | 19,120 | $3.4M |
| Providence First Trust Co | 1.45% | Add +192.2% | 19,073 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 18,854 | $3.4M |
| American Trust | 0.28% | Reduce -10.3% | 18,827 | $3.4M |
| Greenleaf Trust | 0.03% | Add +1.9% | 18,821 | $3.4M |
| RHS Financial, LLC | 1.69% | Reduce -10.5% | 18,721 | $3.4M |
| Mosley Wealth Management | 2.29% | Add +14.3% | 18,422 | $3.4M |
| Magnus Financial Group LLC | 0.34% | Reduce -0.5% | 18,640 | $3.3M |
| Concorde Asset Management, LLC | 1.88% | Add +7.0% | 18,622 | $3.3M |
| Arete Wealth Advisors, LLC | 0.29% | Reduce -14.1% | 18,683 | $3.3M |
| Freedom Investment Management, Inc. | 0.27% | Add +35.1% | 18,564 | $3.3M |
| Citadel Advisors | 0.00% | New | 18,554 | $3.3M |
| Blair William & Co. | 0.01% | Add +9.1% | 18,535 | $3.3M |
| McKinley Carter Wealth Services, Inc. | 0.20% | Reduce -4.0% | 18,251 | $3.3M |
| JTC Employer Solutions Trustee Ltd | 0.21% | No change | 18,190 | $3.3M |
| Nwam LLC | 0.20% | New | 18,187 | $3.3M |
| Mayfair Advisory Group, LLC | 2.06% | Add +3.5% | 18,193 | $3.3M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -24.9% | 18,145 | $3.3M |
| United Advisor Group, LLC | 0.73% | Reduce -7.5% | 17,931 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.18% | Reduce -1.3% | 17,881 | $3.2M |
| Tarbox Family Office, Inc. | 0.52% | Reduce -0.2% | 17,802 | $3.2M |
| Hilltop Holdings Inc. | 0.21% | New | 17,725 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Reduce -32.1% | 17,664 | $3.2M |
| Dorsey Wright & Associates | 0.75% | Reduce -5.9% | 17,586 | $3.2M |
| Bush Investment Group, LLC | 2.46% | Add +4.7% | 17,159 | $3.1M |
| Bristlecone Advisors, LLC | 0.25% | Add +0.6% | 17,155 | $3.1M |
| Wells Financial Advisors INC | 4.09% | Reduce -75.4% | 16,894 | $3.0M |
| Macroview Investment Management LLC | 2.95% | Add +5.1% | 16,835 | $3.0M |
| RCS Financial Planning, LLC | 1.68% | Add +2.9% | 16,825 | $3.0M |
| Elk River Wealth Management LLC | 0.55% | No change | 16,800 | $3.0M |
| Carr Financial Group Corp | 0.89% | Reduce -0.9% | 16,632 | $3.0M |
| Venturi Wealth Management, LLC | 0.16% | Add +1.0% | 16,516 | $3.0M |
| Regimen Wealth, LLC | 0.96% | Reduce -0.4% | 16,485 | $3.0M |
| Optivise Advisory Services LLC | 1.54% | Reduce -0.5% | 16,317 | $2.9M |
| Dohj, LLC | 0.68% | Add +2.2% | 16,305 | $2.9M |
| Trust Co | 0.35% | Add +23.7% | 16,142 | $2.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.20% | No change | 16,100 | $2.9M |
| SpiderRock Advisors, LLC | 0.06% | Add +13.3% | 15,893 | $2.8M |
| Bison Wealth, LLC | 0.45% | Add +954.4% | 15,679 | $2.8M |
| Creative Financial Designs Inc. | 0.24% | Add +0.9% | 15,633 | $2.8M |
| Shepherd Financial Partners LLC | 0.34% | Add +20.3% | 15,618 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +254.0% | 15,616 | $2.8M |
| Market Street Wealth Management Advisors LLC | 0.46% | Add +1.0% | 15,599 | $2.8M |
| Silver Oak Securities, Incorporated | 0.29% | Add +432.6% | 15,627 | $2.8M |
| Portside Wealth Group, LLC | 0.48% | Add +30.2% | 15,567 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Reduce -0.7% | 15,547 | $2.8M |
| American Money Management, LLC | 0.56% | New | 15,535 | $2.8M |
| Private Capital Management LLC | 0.50% | Reduce -10.4% | 15,462 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -28.1% | 15,407 | $2.8M |
| New Century Financial Group, LLC | 1.01% | Add +8.9% | 15,372 | $2.8M |
| Smartleaf Asset Management LLC | 0.33% | Add +16.0% | 15,414 | $2.8M |
| Commonwealth Retirement Investments LLC | 1.15% | Add +2.3% | 15,347 | $2.8M |
| Beacon Financial Planning, Inc. | 1.68% | Add +67.5% | 15,225 | $2.7M |
| Triumph Capital Management | 0.96% | Reduce -24.0% | 14,996 | $2.7M |
| BlackDiamond Wealth Management, LLC | 1.62% | Reduce -10.5% | 14,588 | $2.7M |
| Clearview Wealth Advisors LLC | 2.07% | Add +7.0% | 14,969 | $2.7M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -2.4% | 14,966 | $2.7M |
| Redwood Investment Management, LLC | 0.24% | Add +6.2% | 14,941 | $2.7M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Reduce -1.5% | 14,890 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | New | 14,868 | $2.7M |
| WealthPLAN Partners, LLC | 0.36% | Reduce -1.3% | 14,851 | $2.7M |
| Marks Group Wealth Management, Inc | 0.25% | Reduce -0.4% | 14,749 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +8.6% | 14,683 | $2.6M |
| Sutton Place Investors LLC | 1.58% | Add +5.0% | 14,469 | $2.6M |
| Fullcircle Wealth LLC | 1.16% | Add +3.2% | 14,307 | $2.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.83% | — | 14,205 | $2.5M |
| CFM Wealth Partners LLC | 0.44% | Add +9.5% | 14,143 | $2.5M |
| Perennial Investment Advisors, LLC | 0.33% | Add +29.9% | 14,060 | $2.5M |
| Total Clarity Wealth Management, Inc. | 0.81% | Add +20.1% | 13,993 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.08% | Reduce -3.3% | 13,982 | $2.5M |
| Flagstar Securities, Inc. | 0.63% | Reduce -1.5% | 13,857 | $2.5M |
| Smart Money Group LLC | 0.87% | Add +0.1% | 13,788 | $2.4M |
| Agilis Partners LLC | 0.68% | Reduce -1.7% | 13,550 | $2.4M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -46.6% | 13,207 | $2.4M |
| Peak Financial Advisors LLC | 1.22% | Add +9.3% | 13,247 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 13,200 | $2.4M |
| Pictet Asset Management Holding SA | 0.00% | New | 13,200 | $2.4M |
| Keystone Financial Group | 0.30% | New | 13,112 | $2.4M |
| Mission Wealth Management, LP | 0.06% | Add +5.5% | 13,032 | $2.3M |
| Thrive Wealth Management, LLC | 0.43% | Reduce -1.1% | 13,030 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -10.3% | 13,000 | $2.3M |
| RMR Capital Management, LLC | 1.96% | Reduce -0.1% | 12,881 | $2.3M |
| 9258 Wealth Management, LLC | 0.34% | Add +3.2% | 12,793 | $2.3M |
| Aspire Private Capital, LLC | 0.54% | Add +10.3% | 12,668 | $2.3M |
| Almanack Investment Partners, LLC. | 0.36% | No change | 12,660 | $2.3M |
| TRUE Private Wealth Advisors | 0.27% | Reduce -1.9% | 12,546 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | Add +87.4% | 12,540 | $2.2M |
| BCU Wealth Advisors, LLC | 1.33% | Add +13.0% | 12,484 | $2.2M |
| Millennium Management | 0.00% | New | 12,430 | $2.2M |
| AQR Capital Management | 0.00% | Add +377.2% | 12,417 | $2.2M |
| Alaska Permanent Capital Management, LLC | 0.18% | Add +3.1% | 12,396 | $2.2M |
| Violich Capital Management, Inc. | 0.29% | Add +0.3% | 12,390 | $2.2M |
| Financial Insights, Inc. | 0.72% | Reduce -15.2% | 12,360 | $2.2M |
| Waypoint Wealth Partners Inc. | 0.58% | No change | 12,231 | $2.2M |
| NorthRock Partners, LLC | 0.07% | Reduce -38.3% | 12,187 | $2.2M |
| Prudential PLC | 0.01% | Add +266.8% | 12,126 | $2.2M |
| Lionsbridge Wealth Management LLC | 1.71% | Reduce -1.7% | 12,103 | $2.2M |
| Sovereign Financial Group, Inc. | 0.51% | Add +2.9% | 12,084 | $2.2M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -0.5% | 12,077 | $2.2M |
| Clear Creek Financial Management, LLC | 0.24% | Add +0.0% | 12,055 | $2.2M |
| BigSur Wealth Management LLC | 0.59% | No change | 12,000 | $2.2M |
| W Advisors, LLC | 1.32% | Add +5.1% | 11,948 | $2.1M |
| Capital Investment Advisors, LLC | 0.04% | Add +26.3% | 11,936 | $2.1M |
| Tudor Investment Corporation | 0.02% | New | 11,913 | $2.1M |
| Mattson Financial Services, LLC | 0.76% | Reduce -0.7% | 12,411 | $2.1M |
| LifePlan Investment Advisors, Inc. | 1.35% | Add +7.1% | 11,752 | $2.1M |
| Vision Capital Management, Inc. | 0.30% | No change | 11,736 | $2.1M |
| Argent Trust Co | 0.09% | Add +0.9% | 11,622 | $2.1M |
| VestGen Investment Management | 0.58% | Add +2.2% | 11,602 | $2.1M |
| Midwest Heritage Bank, FSB | 0.97% | Add +1.8% | 11,574 | $2.1M |
| Tranquility Partners, LLC | 0.75% | Add +0.2% | 11,535 | $2.1M |
| Wesbanco Bank Inc. | 0.07% | Add +12.5% | 11,480 | $2.1M |
| Sheridan Capital Management, LLC | 1.45% | Reduce -0.8% | 11,466 | $2.1M |
| First Hawaiian Bank | 0.07% | No change | 11,398 | $2.0M |
| Carnegie Investment Counsel | 0.06% | Reduce -2.4% | 11,397 | $2.0M |
| Marshall Financial Group, LLC | 0.49% | New | 11,365 | $2.0M |
| Central Pacific Bank - Trust Division | 0.27% | No change | 11,305 | $2.0M |
| Ellis Investment Partners, LLC | 0.40% | Add +43.3% | 11,304 | $2.0M |
| First Heartland Consultants, Inc. | 0.22% | Add +21.3% | 11,295 | $2.0M |
| Betterment LLC | 0.00% | Reduce -1.6% | 11,264 | $2.0M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -51.0% | 11,220 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -23.0% | 11,194 | $2.0M |
| Private Client Services, LLC | 1.07% | Add +63.3% | 11,142 | $2.0M |
| Wallace Advisory Group, LLC | 1.45% | Reduce -1.4% | 11,585 | $2.0M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.0M |
| Fort Sheridan Advisors LLC | 0.30% | Add +5.9% | 10,910 | $2.0M |
| Essex Financial Services, Inc. | 0.14% | Add +1.6% | 10,770 | $2.0M |
| Verdence Capital Advisors LLC | 0.16% | Reduce -2.7% | 10,893 | $2.0M |
| TFC Financial Management, Inc. | 0.31% | Reduce -1.1% | 10,788 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +41.8% | 10,775 | $1.9M |
| Level Financial Advisors | 0.73% | Reduce -6.2% | 10,721 | $1.9M |
| Provident Investment Management, Inc. | 0.17% | Reduce -4.0% | 10,702 | $1.9M |
| Global Financial Private Client, LLC | 0.74% | Add +14.0% | 10,621 | $1.9M |
| North Star Asset Management Inc. | 0.09% | New | 10,617 | $1.9M |
| Gryphon Financial Partners LLC | 0.26% | Add +2.4% | 10,605 | $1.9M |
| Jackson Wealth Management, LLC | 0.23% | Add +96.8% | 10,561 | $1.9M |
| Unique Wealth, LLC | 0.43% | New | 10,514 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 1.04% | Add +26.6% | 10,492 | $1.9M |
| Paladin Wealth, LLC | 1.62% | — | 10,333 | $1.9M |
| Raleigh Capital Management Inc. | 0.71% | Add +1.8% | 10,285 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.36% | Add +1.7% | 10,260 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | Reduce -16.0% | 10,184 | $1.8M |
| MKT Advisors LLC | 0.85% | Add +2.2% | 10,213 | $1.8M |
| Schrum Private Wealth Management LLC | 0.93% | Add +110.7% | 10,046 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +6.6% | 10,024 | $1.8M |
| Elios Financial Group Inc. | 0.83% | — | 9,973 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +0.2% | 9,960 | $1.8M |
| Talisman Wealth Advisors LLC | 1.88% | Add +10.0% | 9,974 | $1.8M |
| Catalina Capital Group, LLC | 0.60% | Reduce -3.1% | 9,893 | $1.8M |
| Principal Financial Group Inc. | 0.00% | Add +37.2% | 9,892 | $1.8M |
| Syntegra Private Wealth Group, LLC | 0.20% | Reduce -0.5% | 9,872 | $1.8M |
| Bulltick Wealth Management, LLC | 0.44% | Reduce -3.1% | 9,865 | $1.8M |
| Aspire Wealth Management Corp | 0.95% | Add +7.3% | 9,845 | $1.8M |
| John W. Brooker & Co., CPAs | 0.80% | Reduce -0.8% | 9,772 | $1.8M |
| Amplius Wealth Advisors, LLC | 0.19% | Reduce -1.4% | 9,630 | $1.7M |
| Abel Hall, LLC | 1.13% | Reduce -1.1% | 9,609 | $1.7M |
| PFG Investments, LLC | 0.11% | Add +143.7% | 9,590 | $1.7M |
| Alta Wealth Advisors LLC | 0.78% | Add +0.3% | 9,476 | $1.7M |
| WR Wealth Planners, LLC | 0.47% | Add +40.1% | 9,428 | $1.7M |
| Merkkuri Wealth Advisors LLC | 1.33% | Add +19.0% | 9,398 | $1.7M |
| RDA Financial Network | 0.52% | Add +8.3% | 9,373 | $1.7M |
| Two Sigma Securities, LLC | 0.13% | New | 9,337 | $1.7M |
| Diversified, LLC | 0.18% | Add +3.0% | 9,310 | $1.7M |
| Diversified Enterprises, LLC | 0.18% | — | 9,310 | $1.7M |
| Lion Street Advisors, LLC | 0.58% | Add +96.0% | 9,288 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.25% | Reduce -4.6% | 9,240 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Add +1.5% | 9,209 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Add +13.5% | 9,208 | $1.7M |
| Mattern Wealth Management LLC | 0.36% | Reduce -2.0% | 9,161 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.04% | Reduce -24.2% | 9,159 | $1.6M |
| Keel Point, LLC | 0.14% | Reduce -26.0% | 9,103 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | No change | 9,076 | $1.6M |
| Sightline Wealth Advisors, LLC | 0.90% | Add +61.9% | 9,058 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Reduce -27.4% | 8,972 | $1.6M |
| Quotient Wealth Partners, LLC | 0.05% | Add +2.3% | 8,866 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.05% | New | 8,856 | $1.6M |
| YHB Investment Advisors, Inc. | 0.13% | Add +49.3% | 8,765 | $1.6M |
| Retirement Planning Group, LLC | 0.09% | Reduce -1.0% | 8,763 | $1.6M |
| New Republic Capital, LLC | 0.90% | Reduce -0.1% | 8,713 | $1.6M |
| Arcadia Wealth Management, LLC | 0.82% | Add +22.6% | 8,692 | $1.6M |
| Mattern Capital Management, LLC | 0.20% | Reduce -22.6% | 8,657 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.54% | Reduce -2.4% | 8,644 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.5% | 8,570 | $1.5M |
| First Trust Direct Indexing L.P. | 0.08% | Add +0.9% | 8,546 | $1.5M |
| Curtis Advisory Group, LLC | 0.43% | Add +4.9% | 8,536 | $1.5M |
| Cooper Financial Group | 0.20% | Add +30.1% | 8,525 | $1.5M |
| Sunbelt Securities, Inc. | 0.15% | Add +44.3% | 8,400 | $1.5M |
| Tortoise Investment Management, LLC | 0.16% | No change | 8,319 | $1.5M |
| JT Stratford LLC | 0.25% | Add +40.3% | 8,234 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.6% | 8,231 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Reduce -0.9% | 8,175 | $1.5M |
| Madison Asset Management, LLC | 0.02% | No change | 8,162 | $1.5M |
| Haverford Financial Services, Inc. | 0.42% | No change | 8,140 | $1.5M |
| Cozad Asset Management Inc. | 0.14% | No change | 8,136 | $1.5M |
| Mainstream Capital Management LLC | 1.23% | — | 8,075 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +4.5% | 8,045 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.37% | Reduce -1.1% | 8,036 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 8,034 | $1.4M |
| Bailard, Inc. | 0.04% | Add +4.4% | 8,006 | $1.4M |
| Brighton Jones LLC | 0.05% | Add +5.0% | 8,005 | $1.4M |
| LexAurum Advisors, LLC | 0.32% | Add +1.4% | 7,996 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -23.6% | 7,971 | $1.4M |
| Compass Ion Advisors, LLC | 0.17% | New | 7,943 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +4.2% | 7,928 | $1.4M |
| Quantinno Capital Management LP | 0.02% | Add +66.7% | 7,902 | $1.4M |
| Parsons Capital Management Inc. | 0.09% | Add +27.2% | 7,899 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.68% | Reduce -4.2% | 7,882 | $1.4M |
| Clarity Capital Partners LLC | 0.83% | Add +2.3% | 7,849 | $1.4M |
| First Financial Bank - Trust Division | 0.13% | Reduce -4.0% | 7,831 | $1.4M |
| Resurgent Financial Advisors LLC | 0.81% | Reduce -3.4% | 7,688 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -31.0% | 7,539 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +23.1% | 7,535 | $1.4M |
| MBE Wealth Management, LLC | 0.74% | Reduce -2.5% | 7,528 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.18% | Add +192.4% | 7,515 | $1.3M |
| FourThought Financial Partners, LLC | 0.16% | Reduce -4.2% | 7,457 | $1.3M |
| Financial Enhancement Group LLC | 0.26% | Reduce -60.3% | 10,607 | $1.3M |
| Soltis Investment Advisors LLC | 0.13% | Add +1.6% | 7,261 | $1.3M |
| WT Wealth Management | 0.41% | Reduce -21.2% | 7,098 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.12% | Add +2.8% | 7,126 | $1.3M |
| CPC Advisors, LLC | 0.19% | Reduce -3.6% | 7,103 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.4% | 6,961 | $1.2M |
| Continuum Advisory, LLC | 0.16% | Reduce -3.1% | 6,772 | $1.2M |
| Ardent Capital Management, Inc. | 0.56% | No change | 6,874 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.31% | Reduce -3.8% | 6,865 | $1.2M |
| Nikulski Financial, Inc. | 0.37% | No change | 6,849 | $1.2M |
| Quadrature Capital Ltd | 0.03% | New | 6,845 | $1.2M |
| Dentgroup LLC | 0.91% | Add +0.1% | 6,802 | $1.2M |
| Latitude Advisors, LLC | 0.68% | Add +34.0% | 6,725 | $1.2M |
| Ergawealth Advisors, Inc. | 0.59% | Add +0.1% | 6,598 | $1.2M |
| FWG Investments, LLC. | 1.02% | Add +11.9% | 6,567 | $1.2M |
| Saiph Capital, LLC | 0.55% | No change | 6,557 | $1.2M |
| Maiden Cove Capital, LLC | 1.81% | Add +11.4% | 6,483 | $1.2M |
| Semmax Financial Advisors Inc. | 0.32% | Add +6.0% | 6,309 | $1.2M |
| Tempus Wealth Planning, LLC | 0.42% | Add +30.6% | 6,470 | $1.2M |
| L.M. Kohn & Company | 0.29% | Add +52.3% | 6,459 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.2% | 6,431 | $1.2M |
| Pinion Investment Advisors, LLC | 0.48% | Add +237.2% | 6,414 | $1.2M |
| Syntax Research, Inc. | 0.78% | Add +12.1% | 6,395 | $1.1M |
| Bernardo Wealth Planning LLC | 0.28% | Reduce -14.5% | 6,296 | $1.1M |
| Two West Capital Advisors LLC | 0.92% | Add +15.6% | 6,350 | $1.1M |
| G&S Capital LLC | 0.47% | Reduce -7.0% | 6,291 | $1.1M |
| Meridian Wealth Management, LLC | 0.06% | Add +4.0% | 6,288 | $1.1M |
| Stephens Consulting, LLC | 0.29% | Reduce -0.4% | 6,284 | $1.1M |
| Eagle Ridge Investment Management | 0.10% | New | 6,281 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Add +1.9% | 6,275 | $1.1M |
| Glenview Trust Co | 0.02% | Add +0.2% | 6,263 | $1.1M |
| Meridian Investment Counsel Inc. | 0.34% | No change | 6,234 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +1.3% | 6,210 | $1.1M |
| Everpar Advisors LLC | 0.57% | Add +19.5% | 6,201 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +7.3% | 6,185 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +4.0% | 6,174 | $1.1M |
| Accelerate Investment Advisors LLC | 1.07% | — | 6,112 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.28% | Reduce -1.3% | 6,074 | $1.1M |
| Abundance Wealth Counselors | 0.22% | No change | 6,051 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.23% | Add +381.2% | 6,015 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Add +19.2% | 5,995 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Add +5.9% | 5,985 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -12.6% | 5,960 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +0.0% | 5,953 | $1.1M |
| Atticus Wealth Management, LLC | 0.34% | Add +1.8% | 5,919 | $1.1M |
| L & S Advisors Inc | 0.12% | Add +1.2% | 5,911 | $1.1M |
| Dana Investment Advisors, Inc. | 0.04% | Add +8.5% | 5,897 | $1.1M |
| Summit Financial, LLC | 0.04% | New | 5,889 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -0.2% | 5,829 | $1.0M |
| Meridian Financial Partners LLC | 0.53% | No change | 5,826 | $1.0M |
| Vantage Financial Partners, LLC | 0.26% | New | 5,823 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | Reduce -2.9% | 5,811 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.09% | Reduce -3.3% | 5,801 | $1.0M |
| Allen Capital Group, LLC | 0.13% | No change | 5,769 | $1.0M |
| Wolff Financial Management LLC | 0.28% | Reduce -10.7% | 5,714 | $1.0M |
| Allegheny Financial Group | 0.25% | No change | 5,713 | $1.0M |
| Viawealth, LLC | 0.59% | Reduce -2.2% | 5,669 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Reduce -17.6% | 5,543 | $994K |
| Squarepoint Ops LLC | 0.00% | Add +57.6% | 5,520 | $990K |
| Patton Albertson Miller Group, LLC | 0.13% | No change | 5,513 | $989K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.36% | Reduce -49.4% | 5,498 | $986K |
| Sound Income Strategies, LLC | 0.06% | Add +3.2% | 5,495 | $985K |
| First American Bank | 0.07% | Add +8.9% | 5,422 | $972K |
| Personal Cfo Solutions, LLC | 0.14% | Add +2.9% | 5,418 | $971K |
| StoneX Group Inc. | 0.07% | Add +3.0% | 5,413 | $971K |
| Drive Wealth Management, LLC | 0.25% | Add +32.7% | 5,407 | $970K |
| Investment Advisory Group, LLC | 0.34% | Reduce -2.3% | 5,388 | $966K |
| Fiduciary Trust Co | 0.01% | Reduce -4.3% | 5,336 | $957K |
| Pathstone Holdings, LLC | 0.00% | Reduce -40.0% | 5,336 | $957K |
| Investors Research Corp | 0.21% | Add +4.5% | 5,304 | $951K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.1% | 5,291 | $949K |
| Belpointe Asset Management LLC | 0.06% | Add +6.0% | 5,231 | $938K |
| Asset Allocation Strategies LLC | 0.27% | New | 5,206 | $934K |
| Columbus Macro, LLC | 0.34% | Add +1.3% | 5,116 | $926K |
| Norden Group LLC | 0.11% | Add +124.1% | 5,149 | $923K |
| Altus Wealth Group LLC | 0.38% | Reduce -5.3% | 5,013 | $899K |
| Cloverfields Capital Group, LP | 0.29% | No change | 4,992 | $895K |
| FLC Capital Advisors | 0.21% | No change | 4,977 | $892K |
| LPWM LLC | 0.29% | Add +0.1% | 4,988 | $890K |
| Horan Securities, Inc. | 0.34% | Reduce -5.3% | 4,950 | $888K |
| Savvy Advisors, Inc. | 0.18% | Add +21.3% | 4,944 | $887K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -1.5% | 4,944 | $887K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +91.4% | 4,917 | $882K |
| Gibbs Wealth Management | 0.28% | Reduce -1.1% | 4,893 | $877K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.9% | 4,874 | $874K |
| Peninsula Wealth, LLC | 0.15% | Add +33.9% | 4,796 | $872K |
| Lifeworks Advisors, LLC | 0.17% | Add +4.9% | 4,806 | $862K |
| Beck Capital Management, LLC | 0.23% | Add +1.7% | 4,779 | $857K |
| Semus Wealth Partners LLC | 0.60% | Add +26.0% | 4,769 | $855K |
| Lake Street Private Wealth, LLC | 0.14% | Add +14.3% | 4,767 | $855K |
| Financial Gravity Companies, Inc. | 0.23% | — | 4,763 | $854K |
| OneAscent Wealth Management LLC | 0.32% | Add +21.8% | 4,736 | $849K |
| MSH Capital Advisors LLC | 0.26% | Add +53.7% | 4,733 | $849K |
| Sonoma Private Wealth LLC | 1.32% | Add +7.0% | 4,716 | $846K |
| Clarity Financial LLC | 0.10% | Add +50.5% | 4,706 | $844K |
| GC Wealth Management RIA, LLC | 0.15% | Add +4.6% | 4,686 | $840K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.6% | 4,639 | $832K |
| Empirical Asset Management, LLC | 0.30% | Add +27.5% | 4,631 | $830K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -23.2% | 4,585 | $822K |
| Quantum Portfolio Management LLC | 0.44% | Add +55.9% | 4,557 | $817K |
| Financial Network Wealth Advisors LLC | 0.67% | Add +20.6% | 4,550 | $816K |
| Destiny Wealth Partners, LLC | 0.14% | Reduce -9.2% | 4,529 | $812K |
| Sound Financial Strategies Group, LLC | 0.65% | Reduce -1.2% | 4,522 | $811K |
| Lantern Wealth Advisors, LLC | 0.56% | Add +8.9% | 4,502 | $807K |
| Edgestream Partners, L.P. | 0.04% | Reduce -4.4% | 4,497 | $806K |
| Lebenthal Global Advisors, LLC | 0.16% | Add +105.2% | 4,496 | $806K |
| Advisors Capital Management, LLC | 0.01% | Add +27.2% | 4,443 | $797K |
| FRG Family Wealth Advisors LLC | 0.14% | Add +15.3% | 4,445 | $797K |
| Financial Sense Advisors, Inc. | 0.22% | Add +2.9% | 4,431 | $795K |
| Allie Family Office LLC | 0.42% | No change | 4,354 | $781K |
| Kintra Wealth, LLC | 0.52% | Add +68.5% | 4,306 | $772K |
| Ledyard National Bank | 0.07% | Reduce -3.6% | 4,271 | $766K |
| DLK Investment Management, LLC | 0.29% | Add +8.2% | 4,263 | $764K |
| Paulson Wealth Management Inc. | 0.20% | No change | 4,222 | $757K |
| Advisory Alpha, LLC | 0.03% | Add +18.8% | 4,217 | $757K |
| Busey Bank | 0.02% | Add +8.8% | 4,215 | $756K |
| BNP Paribas Financial Markets | 0.00% | Reduce -61.0% | 4,211 | $755K |
| Bessemer Group Inc. | 0.00% | Add +7.3% | 4,193 | $751K |
| 4J Wealth Management LLC | 0.58% | Reduce -1.3% | 4,152 | $744K |
| LGT Financial Advisors LLC | 1.83% | Add +13.1% | 4,142 | $743K |
| Goelzer Investment Management, Inc. | 0.04% | No change | 4,111 | $737K |
| First National Trust Co | 0.03% | Add +5.6% | 4,028 | $722K |
| Private Portfolio Partners LLC | 0.14% | New | 4,027 | $722K |
| Householder Group Estate & Retirement Specialist, LLC | 0.21% | Reduce -11.6% | 4,029 | $722K |
| New England Professional Planning Group Inc. | 0.35% | Add +14.7% | 3,996 | $716K |
| Pasadena Private Wealth, LLC | 0.15% | Reduce -0.3% | 3,983 | $714K |
| IPG Investment Advisors LLC | 0.16% | Reduce -1.3% | 3,971 | $712K |
| Ascentis Wealth Management, LLC | 0.27% | — | 3,966 | $711K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -65.1% | 3,929 | $704K |
| Tyche Wealth Partners LLC | 0.16% | Add +5.4% | 3,905 | $700K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -4.2% | 3,863 | $693K |
| NCM Capital Management, LLC | 0.33% | No change | 3,839 | $688K |
| Fulcrum Equity Management | 0.58% | Reduce -8.0% | 3,838 | $688K |
| GTS Securities LLC | 0.01% | New | 3,805 | $682K |
| Yarger Wealth Strategies, LLC | 0.37% | Add +0.2% | 3,770 | $676K |
| World Equity Group, Inc. | 0.24% | Add +13.4% | 3,759 | $675K |
| Moss Adams Wealth Advisors LLC | 0.07% | New | 3,754 | $673K |
| Warren Street Wealth Advisors, LLC | 0.28% | Reduce -0.1% | 3,718 | $667K |
| Diversified Trust Co. | 0.02% | Reduce -2.2% | 3,683 | $660K |
| Firestone Capital Management | 0.16% | Add +0.3% | 3,667 | $657K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 3,622 | $649K |
| MBL Wealth, LLC | 0.07% | No change | 3,620 | $649K |
| Financial Counselors Inc. | 0.01% | Add +17.4% | 3,612 | $648K |
| Boston Trust Walden Corp | 0.00% | No change | 3,590 | $644K |
| Ballentine Partners, LLC | 0.01% | Reduce -54.0% | 3,584 | $643K |
| Wealthfront Advisers LLC | 0.00% | Add +25.5% | 3,576 | $641K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -0.8% | 3,554 | $637K |
| Soundwatch Capital LLC | 0.10% | New | 3,527 | $632K |
| Commerce Bank | 0.00% | Add +9.5% | 3,517 | $631K |
| Larson Financial Group LLC | 0.04% | Reduce -1.0% | 3,503 | $628K |
| McAdam, LLC | 0.04% | Add +23.6% | 3,494 | $627K |
| Herold Advisors, Inc. | 0.13% | Add +8.3% | 3,445 | $618K |
| Bleakley Financial Group, LLC | 0.02% | No change | 3,440 | $617K |
| Olde Wealth Management, LLC | 0.22% | No change | 3,427 | $614K |
| Jordan Park Group LLC | 0.04% | Reduce -45.1% | 3,404 | $610K |
| GenTrust, LLC | 0.03% | Reduce -6.5% | 3,400 | $610K |
| White Lighthouse Investment Management Inc. | 0.11% | Add +0.5% | 3,378 | $606K |
| D'Orazio & Associates, Inc. | 0.09% | New | 3,373 | $605K |
| Palisade Asset Management, LLC | 0.06% | No change | 3,358 | $602K |
| Moulton Wealth Management, Inc. | 0.50% | New | 3,353 | $601K |
| Fernwood Investment Management, LLC | 0.19% | Reduce -43.5% | 3,319 | $595K |
| Pinnacle Family Advisors, LLC | 0.31% | Add +0.2% | 3,308 | $593K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -48.6% | 3,276 | $589K |
| Fortis Advisors, LLC | 0.38% | Add +26.2% | 3,270 | $586K |
| Accurate Wealth Management, LLC | 0.12% | New | 3,234 | $585K |
| Rothschild Wealth LLC | 0.17% | Reduce -98.1% | 1,170 | $578K |
| Gallagher Fiduciary Advisors, LLC | 0.12% | Reduce -26.8% | 3,209 | $575K |
| Sachetta, LLC | 0.22% | Reduce -5.5% | 3,170 | $568K |
| Moors & Cabot, Inc. | 0.03% | Add +5.6% | 3,156 | $566K |
| FineMark National Bank & Trust | 0.02% | Add +38.4% | 3,128 | $561K |
| Oliver Lagore Vanvalin Investment Group | 0.15% | Reduce -8.4% | 3,128 | $561K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +16.6% | 3,127 | $561K |
| Farnam Financial LLC | 0.61% | — | 3,114 | $558K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $556K |
| TrueWealth Advisors, LLC | 0.19% | Reduce -17.5% | 3,092 | $554K |
| Geller Advisors LLC | 0.04% | No change | 3,083 | $553K |
| Northwest Investment Counselors, LLC | 0.12% | No change | 3,076 | $552K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +23.5% | 3,063 | $549K |
| Fortune Financial Advisors, LLC | 0.50% | Reduce -0.6% | 3,060 | $549K |
| Cedrus LLC | 0.20% | New | 3,056 | $548K |
| Quartz Partners, LLC | 0.34% | — | 3,005 | $539K |
| Empower Advisory Group, LLC | 0.00% | Reduce -23.4% | 3,001 | $538K |
| Fiduciary Alliance LLC | 0.07% | Add +3.4% | 2,997 | $537K |
| Nia Impact Advisors, LLC | 0.18% | No change | 2,994 | $537K |
| Rockbridge Investment Management, LCC | 0.07% | Add +0.5% | 2,986 | $535K |
| Global Trust Asset Management, LLC | 0.20% | Add +54.7% | 2,985 | $535K |
| LaSalle St. Investment Advisors, LLC | 0.21% | New | 2,980 | $534K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -1.0% | 2,969 | $532K |
| Beverly Hills Private Wealth, LLC | 0.11% | Reduce -28.6% | 2,965 | $532K |
| Marcum Wealth, LLC | 0.05% | Reduce -7.9% | 2,958 | $530K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,942 | $528K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -7.3% | 2,941 | $527K |
| Rathbones Group PLC | 0.00% | Reduce -5.9% | 2,940 | $527K |
| Granite Bay Wealth Management, LLC | 0.29% | Add +27.5% | 2,933 | $526K |
| Waterway Wealth Management, LLC | 0.23% | Add +0.3% | 2,926 | $525K |
| Vise Technologies, Inc. | 0.07% | Reduce -0.6% | 2,925 | $525K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +25.2% | 2,908 | $521K |
| Investment Planning Advisors, Inc. | 0.27% | No change | 3,046 | $520K |
| Etesian Wealth Advisors, Inc. | 0.23% | New | 2,880 | $516K |
| Inspire Advisors, LLC | 0.06% | Add +4.6% | 2,872 | $515K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -0.2% | 2,876 | $514K |
| Axim Planning & Wealth | 0.58% | Add +34.0% | 2,854 | $512K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 2,852 | $511K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -59.1% | 2,845 | $510K |
| Waddell & Associates, LLC | 0.06% | Reduce -3.1% | 2,828 | $507K |
| Heritage Family Offices, LLP | 0.26% | Add +6.9% | 2,817 | $505K |
| Legacy Trust | 0.11% | New | 2,773 | $497K |
| Marshall Wace, LLP | 0.00% | New | 2,765 | $496K |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -99.6% | 2,765 | $496K |
| Lanark Financial, Inc. | 0.04% | Reduce -7.5% | 2,752 | $493K |
| Fermata Advisors, LLC | 0.10% | Add +6.1% | 2,699 | $484K |
| Davidson Trust Co. | 0.25% | Add +21.8% | 2,699 | $484K |
| Delta Investment Management, LLC | 0.10% | Add +24.9% | 2,690 | $482K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Add +0.2% | 2,686 | $482K |
| Meeder Advisory Services, Inc. | 0.03% | Add +33.2% | 2,679 | $480K |
| Carolinas Wealth Consulting LLC | 0.09% | Add +12.4% | 2,678 | $480K |
| SYM FINANCIAL Corp | 0.06% | No change | 2,672 | $479K |
| Atlas Brown,Inc. | 0.17% | Add +21.4% | 2,662 | $477K |
| Clearwater Capital Advisors, LLC | 0.05% | Add +3.3% | 2,648 | $475K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -0.9% | 2,648 | $475K |
| Disciplined Investments, LLC | 0.23% | Reduce -0.9% | 2,644 | $474K |
| Sterling Investment Counsel, LLC | 0.17% | Reduce -0.3% | 2,642 | $474K |
| BBR Partners, LLC | 0.04% | No change | 2,642 | $474K |
| Kraft Asset Management, LLC | 0.37% | No change | 2,641 | $474K |
| Kellett Wealth Advisors, LLC | 0.34% | Add +1.0% | 2,619 | $470K |
| Greenwood Gearhart LLC | 0.04% | No change | 2,611 | $468K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 2,592 | $465K |
| Lansing Street Advisors | 0.17% | Add +0.3% | 2,580 | $463K |
| Fort Point Capital Partners LLC | 0.06% | No change | 2,580 | $463K |
| Zions Bancorporation, N.A. | 0.03% | No change | 2,578 | $462K |
| San Luis Wealth Advisors LLC | 0.10% | Add +2.2% | 2,576 | $462K |
| Guerra Pan Advisors, LLC | 0.37% | No change | 2,575 | $462K |
| Citizens National Bank Trust Department | 0.10% | No change | 2,540 | $455K |
| Vanguard Group Inc. | 0.00% | Add +11.7% | 2,531 | $454K |
| Darden Wealth Group Inc | 0.33% | No change | 2,519 | $452K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,504 | $449K |
| Harbor Investment Advisory, LLC | 0.04% | Add +0.2% | 2,482 | $445K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,477 | $444K |
| Painted Porch Advisors LLC | 0.22% | No change | 2,474 | $444K |
| Life Line Wealth Management LLC | 0.16% | Reduce -98.4% | 2,461 | $441K |
| NWF Advisory Services Inc. | 0.06% | Add +5.5% | 2,457 | $440K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Add +26.2% | 2,445 | $438K |
| Trust Co. of Vermont | 0.02% | Reduce -3.6% | 2,440 | $437K |
| Calamos Wealth Management LLC | 0.02% | Add +40.4% | 2,425 | $435K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -2.6% | 2,421 | $434K |
| LS Investment Advisors, LLC | 0.06% | No change | 2,405 | $431K |
| Lodestone Wealth Management LLC | 0.21% | Reduce -16.7% | 2,393 | $429K |
| Gemmer Asset Management LLC | 0.04% | Add +7.0% | 2,389 | $428K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,388 | $428K |
| Fulton Bank, N.A. | 0.02% | No change | 2,382 | $427K |
| Quadcap Wealth Management, LLC | 0.07% | Add +19.9% | 2,361 | $423K |
| Leo Wealth, LLC | 0.04% | Reduce -15.1% | 2,317 | $415K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.4% | 2,305 | $413K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +3.0% | 2,301 | $413K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,293 | $411K |
| Fairhaven Wealth Management, LLC | 0.13% | No change | 2,291 | $411K |
| Insigneo Advisory Services, LLC | 0.04% | Add +1.1% | 2,280 | $409K |
| Asset Dedication, LLC | 0.03% | Reduce -5.8% | 2,279 | $409K |
| Marex Group Ltd | 0.01% | Add +3.5% | 2,277 | $408K |
| CapWealth Advisors, LLC | 0.04% | New | 2,270 | $407K |
| RPS Advisory Solutions LLC | 0.29% | Add +20.9% | 2,255 | $404K |
| Florida Financial Advisors, LLC | 0.21% | Add +12.8% | 2,249 | $403K |
| Strait & Sound Wealth Management LLC | 0.19% | Add +89.5% | 2,229 | $400K |
| SVB Wealth LLC | 0.34% | Reduce -98.9% | 2,222 | $398K |
| Manning & Napier Advisors LLC | 0.00% | Add +20.8% | 2,194 | $393K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.4% | 2,189 | $393K |
| Curi Capital, LLC | 0.01% | No change | 2,188 | $392K |
| Kingdom Financial Group LLC. | 0.29% | Reduce -19.4% | 2,186 | $392K |
| Exchange Bank | 0.32% | Add +31.6% | 2,184 | $392K |
| Citizens Financial Group Inc. | 0.01% | Add +3.2% | 2,178 | $390K |
| Elevation Capital Advisory, LLC | 0.17% | Reduce -88.9% | 2,171 | $389K |
| TCFG Wealth Management, LLC | 0.20% | — | 2,167 | $389K |
| Hibernia Wealth Partners, LLC | 0.13% | Reduce -0.6% | 2,162 | $388K |
| FinTrust Capital Advisors, LLC | 0.07% | Reduce -16.7% | 2,160 | $387K |
| MJP Associates Inc. | 0.07% | Reduce -4.3% | 2,159 | $387K |
| Advisor OS, LLC | 0.04% | Reduce -4.3% | 2,159 | $387K |
| Cape Investment Advisory, Inc. | 0.16% | Add +106.7% | 2,152 | $386K |
| Scotia Capital Inc. | 0.00% | Add +19.0% | 2,151 | $386K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 2,149 | $385K |
| Independence Bank of Kentucky | 0.08% | No change | 2,145 | $385K |
| Sensible Money, LLC | 0.17% | Add +2.1% | 2,141 | $384K |
| Certified Advisory Corp | 0.04% | Add +0.1% | 2,134 | $383K |
| Blue Zone Wealth Advisors, LLC | 0.12% | New | 2,132 | $382K |
| Osborne Partners Capital Management, LLC | 0.02% | Add +65.4% | 2,117 | $380K |
| Fiduciary Family Office, LLC | 0.12% | Reduce -21.4% | 2,090 | $375K |
| Elevate Wealth Advisory, Inc. | 0.28% | Add +4.3% | 2,089 | $375K |
| Philadelphia Trust Co. | 0.03% | Add +3.9% | 2,078 | $373K |
| CPA Asset Management Group, LLC | 0.18% | Add +0.5% | 2,077 | $372K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.2% | 2,063 | $370K |
| Carlson Capital Management | 0.02% | No change | 2,062 | $370K |
| Independent Advisor Alliance | 0.01% | No change | 2,047 | $367K |
| Sonora Investment Management Group, LLC | 0.03% | New | 2,031 | $364K |
| Wealthquest Corp | 0.03% | No change | 2,035 | $363K |
| Key Financial Inc | 0.08% | No change | 2,016 | $361K |
| Provident Wealth Management, LLC | 0.12% | No change | 2,012 | $361K |
| Hobart Private Capital, LLC | 0.09% | Add +10.2% | 1,995 | $358K |
| Advance Capital Management, Inc. | 0.02% | Reduce -20.9% | 1,988 | $356K |
| Aprio Wealth Management, LLC | 0.06% | No change | 1,975 | $354K |
| Whalerock Point Partners, LLC | 0.09% | No change | 1,975 | $354K |
| Wealth Management Associates, Inc. | 0.15% | Reduce -2.0% | 1,966 | $353K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +2.7% | 1,959 | $351K |
| Mosaic Financial Group, LLC | 0.25% | No change | 1,958 | $351K |
| Klingman & Associates, LLC | 0.02% | Add +2.0% | 1,951 | $350K |
| Montag A & Associates Inc. | 0.02% | No change | 1,936 | $347K |
| CWS Financial Advisors, LLC | 0.12% | No change | 1,920 | $344K |
| Fisher Asset Management | 0.00% | Reduce -1.2% | 1,916 | $344K |
| Zhang Financial LLC | 0.02% | Add +0.1% | 1,915 | $343K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +12.9% | 1,911 | $343K |
| Evoke Wealth, LLC | 0.01% | New | 1,909 | $342K |
| HBW Advisory Services LLC | 0.05% | Reduce -52.2% | 1,903 | $341K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -11.7% | 1,901 | $341K |
| Fischer Investment Strategies, LLC | 0.29% | New | 1,887 | $338K |
| Hemenway Trust Co LLC | 0.03% | No change | 1,885 | $338K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,878 | $337K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,867 | $335K |
| Criterion Capital Advisors, LLC | 0.21% | No change | 1,949 | $333K |
| Rehmann Capital Advisory Group | 0.02% | No change | 1,842 | $330K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | Reduce -6.9% | 1,818 | $326K |
| Western Financial Corp | 0.18% | Reduce -2.5% | 1,817 | $326K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 1,804 | $323K |
| US Financial Advisors, LLC | 0.10% | Add +1.1% | 1,803 | $323K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,800 | $323K |
| Avion Wealth | 0.08% | Reduce -12.1% | 1,774 | $318K |
| Cadence Bank | 0.02% | Reduce -2.1% | 1,756 | $315K |
| Clear Investment Research, LLC | 0.41% | Add +0.9% | 1,755 | $315K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 1,746 | $312K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +5.1% | 1,734 | $311K |
| TKG Advisors, LLC | 0.15% | Reduce -3.3% | 1,728 | $310K |
| CW Advisors, LLC | 0.00% | Add +38.1% | 1,719 | $308K |
| Solstein Capital, LLC | 0.16% | No change | 1,702 | $305K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -26.0% | 1,688 | $303K |
| Capital Insight Partners, LLC | 0.05% | New | 1,688 | $303K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +5.1% | 1,685 | $302K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,674 | $300K |
| GAMMA Investing LLC | 0.03% | Add +3.6% | 1,670 | $299K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.7% | 1,695 | $299K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 1,660 | $298K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,658 | $297K |
| Aspiriant, LLC | 0.01% | No change | 1,644 | $295K |
| Ritholtz Wealth Management | 0.01% | No change | 1,632 | $293K |
| Strategy Asset Managers LLC | 0.06% | Reduce -9.8% | 1,632 | $293K |
| Sharp Wealth Advisory, LLC | 0.22% | New | 1,621 | $291K |
| SIMA Wealth Partners, LLC | 0.25% | No change | 1,617 | $290K |
| Arlington Trust Co LLC | 0.06% | Reduce -3.3% | 1,615 | $290K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.3% | 1,612 | $289K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,611 | $289K |
| Tolleson Wealth Management, Inc. | 0.05% | No change | 1,607 | $288K |
| Planned Solutions, Inc. | 0.12% | No change | 1,606 | $288K |
| Beacon Wealthcare LLC | 0.12% | New | 1,595 | $286K |
| Neuberger Berman Group LLC | 0.00% | Add +28.9% | 1,595 | $286K |
| Cambridge Advisors Inc. | 0.06% | Add +0.3% | 1,591 | $285K |
| Integrity Wealth Solutions LLC | 0.17% | Add +0.1% | 1,587 | $285K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,579 | $283K |
| HCR Wealth Advisors | 0.04% | Add +14.9% | 1,578 | $283K |
| Summit Investment Advisory Services, LLC | 0.15% | New | 1,577 | $283K |
| FWL Investment Management, LLC | 0.11% | Add +258.1% | 1,572 | $282K |
| WMS Partners, LLC | 0.02% | No change | 1,568 | $281K |
| Authentikos Wealth Advisory, LLC | 0.27% | New | 1,568 | $281K |
| Archford Capital Strategies, LLC | 0.04% | No change | 1,532 | $281K |
| Camden National Bank | 0.04% | Reduce -45.0% | 1,562 | $280K |
| W.H. Cornerstone Investments Inc. | 0.19% | Reduce -68.8% | 1,556 | $279K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $278K |
| Colonial Trust Advisors | 0.02% | Reduce -0.7% | 1,540 | $276K |
| Prosperity Planning, Inc. | 0.12% | Add +5.9% | 1,538 | $276K |
| Secure Asset Management, LLC | 0.05% | Reduce -53.3% | 1,532 | $275K |
| Sterling Financial Planning, Inc. | 0.10% | Reduce -0.8% | 1,532 | $275K |
| Oxinas Partners, LLC | 0.17% | Add +0.1% | 1,530 | $274K |
| Pillar Wealth Advisors, LLC | 8.19% | Reduce -95.5% | 1,529 | $274K |
| Atlas Private Wealth Advisors | 0.04% | Add +4.7% | 1,526 | $274K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +4.9% | 1,523 | $273K |
| Full Sail Capital, LLC | 0.02% | No change | 1,504 | $270K |
| Founders Financial Alliance, LLC | 0.07% | Add +56.6% | 1,497 | $268K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -10.6% | 1,500 | $268K |
| Carmichael Hill & Associates, Inc. | 0.10% | Add +1.9% | 1,493 | $268K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,487 | $267K |
| Essex Bank | 0.07% | No change | 1,487 | $267K |
| NBT Bank, N.A. | 0.02% | Add +134.6% | 1,471 | $264K |
| Acorn Financial Advisory Services Inc. | 0.05% | Reduce -1.6% | 1,465 | $263K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $262K |
| Symphony Financial Services, Inc. | 0.22% | Reduce -3.2% | 1,461 | $262K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -20.9% | 1,458 | $261K |
| Falcon Wealth Planning | 0.03% | Reduce -9.4% | 1,457 | $261K |
| Brown Miller Wealth Management, LLC | 0.10% | Reduce -46.8% | 1,445 | $259K |
| Cannon Wealth Management Services, LLC | 0.24% | — | 1,435 | $257K |
| Cassady Schiller Wealth Management, LLC | 0.09% | No change | 1,419 | $254K |
| Able Wealth Management LLC | 0.19% | Reduce -11.6% | 1,409 | $253K |
| Orion Capital Management LLC | 0.12% | Reduce -10.3% | 1,403 | $252K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 1,397 | $250K |
| Evermay Wealth Management LLC | 0.04% | Add +13.2% | 1,384 | $248K |
| Catalyst Financial Partners LLC | 0.05% | New | 1,384 | $248K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 1,375 | $247K |
| Veracity Capital LLC | 0.09% | Reduce -1.1% | 1,371 | $246K |
| Astoria Strategic Wealth, Inc. | 0.07% | Reduce -43.9% | 1,365 | $245K |
| Newport Capital Group, LLC | 0.18% | New | 1,354 | $243K |
| Procyon Advisors, LLC | 0.02% | Add +4.7% | 1,354 | $243K |
| Leading Edge Financial Planning LLC | 0.08% | Reduce -3.5% | 1,340 | $240K |
| One Wealth Management Investment & Advisory Services, LLC | 0.42% | Reduce -96.6% | 1,332 | $239K |
| Leuthold Group, LLC | 0.03% | No change | 1,328 | $238K |
| Crewe Advisors LLC | 0.03% | No change | 1,324 | $237K |
| Creekside Partners | 0.12% | No change | 1,308 | $235K |
| Morton Capital Management LLC | 0.05% | New | 1,307 | $234K |
| Becker Capital Management Inc. | 0.01% | No change | 1,305 | $234K |
| Integrity Financial Corp | 0.14% | Reduce -3.3% | 1,304 | $234K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,302 | $233K |
| Corundum Group, Inc. | 0.11% | No change | 1,300 | $233K |
| PBMares Wealth Management LLC | 0.05% | New | 1,298 | $233K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -17.3% | 1,296 | $232K |
| Maple Capital Management, Inc. | 0.02% | Reduce -12.0% | 1,293 | $232K |
| Traphagen Investment Advisors LLC | 0.02% | New | 1,293 | $232K |
| Donor Advised Charitable Giving, Inc. | 0.01% | New | 1,291 | $232K |
| Sequent Planning LLC | 0.08% | New | 1,287 | $231K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,286 | $231K |
| Chilton Investment Co. Inc. | 0.01% | New | 1,286 | $231K |
| Black Diamond Financial, LLC | 0.04% | Add +6.2% | 1,283 | $230K |
| Zacks Investment Management | 0.00% | New | 1,276 | $229K |
| Power Wealth Management LLC | 0.10% | New | 1,260 | $226K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -20.0% | 1,255 | $225K |
| Objective Capital Management, LLC | 0.13% | — | 1,244 | $223K |
| 180 Wealth Advisors, LLC | 0.04% | Add +0.6% | 1,244 | $223K |
| FSA Advisors, Inc. | 0.22% | New | 1,303 | $223K |
| M3 Advisory Group, LLC | 0.16% | Add +0.1% | 1,235 | $221K |
| First American Trust, FSB | 0.02% | New | 1,233 | $221K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $221K |
| Petix & Botte Co | 0.06% | Reduce -2.2% | 1,225 | $220K |
| TFO Wealth Partners, LLC | 0.04% | Add +3.0% | 1,223 | $219K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Reduce -18.6% | 1,213 | $218K |
| Center For Asset Management LLC | 0.13% | Add +0.3% | 1,203 | $216K |
| Bangor Savings Bank | 0.02% | No change | 1,202 | $216K |
| Copley Financial Group, Inc. | 0.20% | — | 1,198 | $215K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -55.3% | 1,186 | $213K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -3.1% | 1,182 | $212K |
| Motco | 0.02% | No change | 1,180 | $212K |
| Presilium Private Wealth, LLC | 0.05% | No change | 1,178 | $211K |
| Advanced Asset Management Advisors Inc | 0.06% | No change | 1,233 | $211K |
| HM Payson & Co. | 0.00% | No change | 1,167 | $209K |
| Courier Capital LLC | 0.01% | Reduce -4.7% | 1,162 | $208K |
| Grey Ledge Advisors, LLC | 0.05% | New | 1,159 | $208K |
| Fortis Capital Advisors, LLC | 0.07% | New | 1,155 | $207K |
| JFG Wealth Management, LLC | 0.06% | New | 1,155 | $207K |
| Vicus Capital | 0.02% | New | 1,150 | $206K |
| Buckingham Capital Management, Inc. | 0.02% | Reduce -5.2% | 1,144 | $205K |
| TFG Advisers LLC | 0.07% | New | 1,143 | $205K |
| MBA Advisors LLC | 0.10% | Reduce -8.9% | 1,141 | $205K |
| Regions Financial Corp. | 0.00% | New | 1,140 | $204K |
| Strengthening Families & Communities, LLC | 0.05% | No change | 1,139 | $204K |
| Diversified Portfolios, Inc. | 0.02% | New | 1,138 | $204K |
| Garden State Investment Advisory Services LLC | 0.07% | New | 1,136 | $204K |
| Patron Partners, LLC | 0.11% | New | 1,132 | $203K |
| Blueprint Investment Partners LLC | 0.04% | New | 1,132 | $203K |
| Shira Ridge Wealth Management | 0.10% | New | 1,131 | $203K |
| Associated Banc-Corp | 0.01% | New | 1,127 | $202K |
| Single Point Partners, LLC | 0.32% | New | 1,115 | $200K |
| EPG Wealth Management LLC | 0.05% | Add +0.0% | 1,070 | $192K |
| Sandy Spring Bank | 0.01% | No change | 1,067 | $191K |
| Rothschild Investment LLC | 0.01% | Add +202.9% | 1,057 | $190K |
| American Capital Advisory, LLC | 0.11% | No change | 1,045 | $187K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,045 | $187K |
| Pring Turner Capital Group Inc. | 0.12% | Reduce -37.2% | 1,044 | $187K |
| REAP Financial Group, LLC | 0.05% | Reduce -13.1% | 1,032 | $185K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 1,000 | $179K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $179K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 968 | $174K |
| JDM Financial Group LLC | 0.09% | New | 964 | $173K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Add +8.9% | 929 | $166K |
| Tidemark, LLC | 0.07% | No change | 920 | $165K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +796.1% | 914 | $164K |
| Smithfield Trust Co | 0.01% | No change | 893 | $160K |
| Headlands Technologies LLC | 0.02% | Reduce -66.4% | 879 | $158K |
| Park Place Capital Corp | 0.04% | Reduce -19.4% | 872 | $156K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | New | 870 | $156K |
| CNB Bank | 0.07% | No change | 843 | $151K |
| Acropolis Investment Management, LLC | 0.01% | No change | 800 | $143K |
| Element Wealth, LLC | 0.07% | Add +4.4% | 787 | $141K |
| Bokf, NA | 0.00% | Add +25.5% | 783 | $140K |
| Beacon Capital Management, LLC | 0.02% | Add +98.7% | 765 | $137K |
| CENTRAL TRUST Co | 0.00% | New | 746 | $134K |
| Howe & Rusling Inc. | 0.01% | Reduce -4.3% | 721 | $129K |
| Signaturefd, LLC | 0.00% | Add +46.3% | 717 | $129K |
| Sanctuary Wealth Management, L.L.C. | 0.09% | No change | 701 | $126K |
| Lindbrook Capital, LLC | 0.01% | Add +61.3% | 684 | $123K |
| Highline Wealth Partners LLC | 0.04% | Add +0.3% | 681 | $122K |
| Creekmur Asset Management LLC | 0.03% | Add +0.3% | 675 | $121K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +28.3% | 671 | $120K |
| IAG Wealth Partners, LLC | 0.02% | No change | 637 | $114K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -36.3% | 629 | $114K |
| Studio Investment Management LLC | 0.02% | No change | 633 | $113K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -18.4% | 630 | $113K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +14.2% | 619 | $111K |
| Arax Advisory Partners | 0.01% | Reduce -7.5% | 604 | $108K |
| Islay Capital Management, LLC | 0.07% | Add +0.3% | 602 | $108K |
| Union Savings Bank | 0.05% | No change | 583 | $105K |
| JNBA Financial Advisors | 0.01% | No change | 578 | $104K |
| Anfield Capital Management, LLC | 0.04% | New | 574 | $103K |
| Colonial Trust Co / SC | 0.02% | No change | 570 | $102K |
| Stuart Chaussee & Associates, Inc. | 0.03% | No change | 568 | $102K |
| Tucker Asset Management LLC | 0.02% | Reduce -48.4% | 564 | $101K |
| MCF Advisors LLC | 0.01% | Reduce -5.3% | 559 | $100K |
| AllSquare Wealth Management LLC | 0.06% | No change | 556 | $100K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 551 | $99K |
| CGC Financial Services, LLC | 0.04% | No change | 522 | $94K |
| Hemington Wealth Management | 0.03% | New | 528 | $93K |
| Bfsg, LLC | 0.01% | New | 517 | $93K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 517 | $93K |
| Sittner & Nelson, LLC | 0.04% | No change | 511 | $92K |
| Heritage Wealth Advisors | 0.00% | New | 505 | $91K |
| Westside Investment Management, Inc. | 0.02% | No change | 476 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 466 | $84K |
| Darwin Wealth Management, LLC | 0.02% | New | 426 | $76K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -4.2% | 409 | $73K |
| Activest Wealth Management | 0.02% | Add +15.3% | 407 | $73K |
| City Holding Co. | 0.01% | Reduce -11.1% | 400 | $72K |
| Castleview Partners, LLC | 0.04% | No change | 395 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 372 | $67K |
| Operose Advisors LLC | 0.02% | New | 370 | $66K |
| Richardson Capital Management LLC | 0.05% | Add +0.3% | 367 | $66K |
| Future Financial Wealth Managment LLC | 0.05% | New | 360 | $65K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $62K |
| Realta Investment Advisors | 0.03% | Reduce -81.7% | 320 | $59K |
| NFSG Corp | 0.02% | Reduce -12.1% | 319 | $57K |
| Kings Path Partners LLC | 0.02% | New | 303 | $54K |
| Brown Brothers Harriman & Co. | 0.00% | Add +12.6% | 294 | $53K |
| American National Bank & Trust | 0.01% | No change | 291 | $52K |
| Pineridge Advisors LLC | 0.02% | Add +4.7% | 287 | $51K |
| Tsfg, LLC | 0.01% | No change | 278 | $50K |
| Northwest Financial Advisors | 0.04% | New | 279 | $50K |
| Concord Wealth Partners | 0.01% | No change | 272 | $49K |
| Annapolis Financial Services, LLC | 0.01% | Add +18.3% | 265 | $48K |
| Peterson Financial Group, Inc. | 0.17% | New | 254 | $45K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -3.1% | 253 | $45K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 239 | $43K |
| Thompson Investment Management, Inc. | 0.01% | Reduce -16.3% | 237 | $42K |
| Abound Wealth Management | 0.01% | No change | 223 | $40K |
| MGB Wealth Management, LLC | 0.01% | New | 220 | $39K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 215 | $39K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $37K |
| Winthrop Capital Management, LLC | 0.02% | Add +692.0% | 198 | $36K |
| PrairieView Partners, LLC | 0.00% | No change | 202 | $36K |
| CoreFirst Bank & Trust | 0.02% | New | 182 | $33K |
| Tompkins Financial Corp. | 0.00% | Reduce -24.4% | 180 | $32K |
| Centennial Bank | 0.01% | New | 162 | $29K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 157 | $28K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $28K |
| Barrett & Company, Inc. | 0.01% | New | 150 | $27K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 150 | $27K |
| PSI Advisors, LLC | 0.01% | Reduce -35.3% | 150 | $27K |
| Old Second National Bank of Aurora | 0.01% | New | 150 | $27K |
| First Personal Financial Services | 0.01% | No change | 150 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 145 | $26K |
| LRI Investments, LLC | 0.00% | No change | 142 | $26K |
| Halpern Financial, Inc. | 0.01% | New | 145 | $26K |
| Bellevue Asset Management, LLC | 0.01% | No change | 137 | $25K |
| Whittier Trust Co. | 0.00% | No change | 130 | $23K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 126 | $23K |
| Oarsman Capital, Inc. | 0.00% | New | 125 | $22K |
| Chesapeake Asset Management LLC | 0.02% | Reduce -53.6% | 123 | $22K |
| Field & Main Bank | 0.01% | Reduce -47.0% | 123 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Add +95.2% | 121 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 120 | $22K |
| City State Bank | 0.01% | No change | 114 | $20K |
| Country Trust Bank | 0.00% | No change | 110 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 120 | $20K |
| Caldwell Trust Co | 0.00% | Reduce -51.0% | 103 | $18K |
| GoalVest Advisory LLC | 0.01% | No change | 101 | $18K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $18K |
| Dunhill Financial, LLC | 0.01% | Add +25.0% | 95 | $17K |
| Financial Management Professionals, Inc. | 0.00% | New | 89 | $16K |
| Davis Capital Management | 0.01% | New | 85 | $15K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $15K |
| Paladin Advisory Group, LLC | 0.01% | New | 75 | $13K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -28.2% | 74 | $13K |
| Bare Financial Services, Inc | 0.01% | No change | 73 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $13K |
| Rogco, LP | 0.00% | No change | 66 | $12K |
| Valley National Advisers Inc. | 0.00% | Add +13.8% | 66 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 59 | $11K |
| Marquette Associates, Inc. | 0.01% | No change | 56 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $10K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -2.0% | 50 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 50 | $9K |
| Grand Wealth Management, LLC | 0.00% | New | 48 | $9K |
| ESL Trust Services, LLC | 0.00% | No change | 48 | $9K |
| Talon Private Wealth, LLC | 0.00% | — | 43 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 39 | $7K |
| Abich Financial Wealth Management LLC | 0.02% | New | 38 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 36 | $6K |
| WFA of San Diego, LLC | 0.01% | No change | 34 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $6K |
| Transcendent Capital Group LLC | 0.00% | New | 29 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 28 | $5K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 27 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 24 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | Add +90.9% | 21 | $4K |
| VitalStone Financial, LLC | 0.00% | No change | 20 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 18 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | — | 18 | $3K |
| Caitlin John, LLC | 0.00% | No change | 18 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 17 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 16 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 15 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 15 | $3K |
| First Pacific Financial | 0.00% | No change | 14 | $3K |
| Resources Management Corp. /CT/ | 0.00% | No change | 9 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | New | 11 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 8 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Evolution Advisers, Inc. | 0.00% | New | 10 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Archer Investment Corp | 0.00% | Reduce -54.5% | 5 | $941 |
"% 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.