iShares MSCI USA Quality FacQUALETF
13F holders, Q4 2024 (December 31)1,491holders +120
77new positions
64sold out
5famous investors
$178.09avg. 13F price*
At the end of Q4 2024, 1,491 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 120 from Q3 2024. 77 opened new positions and 64 sold out. The largest holders were Envestnet Asset Management Inc. ($5.2B), LPL Financial LLC ($3.0B) and FMR LLC ($2.9B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $405.7M |
| Exits | 64 | $241.8M |
All 13F filers, Q3 2024 → Q4 2024: 13,429,368 shares bought and 8,352,072 shares sold, net +5,077,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,491 holders
| Envestnet Asset Management Inc. | 1.67% | Add +2.1% | 29,141,751 | $5.2B |
| LPL Financial LLC | 1.22% | Add +14.6% | 16,867,820 | $3.0B |
| FMR LLC | 0.17% | Add +1.9% | 16,141,300 | $2.9B |
| Morgan Stanley | 0.11% | Add +0.2% | 9,093,371 | $1.6B |
| Bank of America Corp. | 0.13% | Add +1.5% | 7,721,037 | $1.4B |
| PNC Financial Services Group, Inc. | 0.91% | Reduce -1.9% | 7,679,398 | $1.4B |
| JPMorgan Chase & Co. | 0.09% | Add +14.6% | 6,580,546 | $1.2B |
| Wells Fargo & Company | 0.23% | Add +1.9% | 5,349,439 | $952.6M |
| Ameriprise Financial Inc. | 0.22% | Add +1.2% | 4,818,913 | $857.9M |
| BlackRock, Inc. | 0.02% | Reduce -2.1% | 4,603,412 | $819.8M |
| UBS Group AG | 0.18% | Reduce -0.2% | 4,574,463 | $814.6M |
| Keybank National Association | 2.71% | Add +1.7% | 3,964,384 | $706.0M |
| M&T Bank Corp | 2.27% | Reduce -6.0% | 3,805,400 | $677.7M |
| Cwm, LLC | 2.78% | Reduce -4.9% | 3,759,692 | $669.5M |
| Envestnet Portfolio Solutions, Inc. | 1.87% | Add +0.4% | 3,218,965 | $573.2M |
| MML Investors Services, LLC | 1.89% | Add +7.3% | 3,067,190 | $546.2M |
| Cerity Partners LLC | 1.04% | Add +4.2% | 2,690,956 | $479.2M |
| Facet Wealth, Inc. | 11.63% | Add +2.3% | 2,397,461 | $438.5M |
| Northwestern Mutual Wealth Management Co. | 0.37% | Add +6.7% | 2,430,865 | $432.9M |
| Blue Trust, Inc. | 5.02% | Add +10.5% | 2,200,958 | $391.9M |
| Park Avenue Securities LLC | 4.01% | Add +7.5% | 2,190,121 | $390.0M |
| Bank of New York Mellon Corp | 0.07% | Reduce -18.1% | 2,146,084 | $382.2M |
| Cetera Investment Advisers | 0.75% | Add +2.0% | 2,013,466 | $358.6M |
| Caisse de depot et placement du Quebec | 0.73% | New | 1,962,000 | $349.4M |
| Raymond James Financial Inc. | 0.12% | — | 1,861,028 | $331.4M |
| Commonwealth Equity Services, LLC | 0.47% | Add +3.2% | 1,799,604 | $320.5M |
| Royal Bank of Canada | 0.07% | Add +1.3% | 1,728,883 | $307.9M |
| Stifel Financial Corp. | 0.30% | Add +7.8% | 1,614,964 | $287.6M |
| Connecticut Wealth Management, LLC | 14.01% | Add +1.7% | 1,600,480 | $285.0M |
| Janney Montgomery Scott LLC | 0.73% | Add +3.3% | 1,471,387 | $262.0M |
| HighTower Advisors, LLC | 0.34% | Add +4.0% | 1,410,709 | $251.2M |
| Haverford Trust Co | 2.44% | Add +6.7% | 1,382,484 | $246.2M |
| Merriman Wealth Management, LLC | 10.11% | Reduce -1.8% | 1,363,748 | $242.9M |
| Osaic Holdings, Inc. | 0.54% | Add +14.8% | 1,488,317 | $239.8M |
| Mercer Global Advisors Inc. | 0.58% | Reduce -26.0% | 1,341,256 | $238.9M |
| Orgel Wealth Management, LLC | 5.96% | Add +3.7% | 1,282,828 | $228.4M |
| Wharton Business Group, LLC | 10.08% | Reduce -1.0% | 1,254,494 | $223.4M |
| Composition Wealth, LLC | 4.42% | Reduce -1.7% | 1,223,880 | $217.9M |
| Integrated Wealth Concepts LLC | 2.37% | Reduce -15.4% | 1,147,164 | $204.3M |
| Horizon Investments, LLC | 5.62% | Reduce -55.3% | 1,100,702 | $196.0M |
| OneDigital Investment Advisors LLC | 2.16% | Reduce -2.8% | 1,046,851 | $186.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.64% | Add +13.8% | 958,349 | $170.7M |
| NewEdge Advisors, LLC | 1.02% | Add +28.2% | 957,359 | $170.5M |
| SCS Capital Management LLC | 3.40% | Reduce -3.1% | 926,103 | $164.9M |
| Sanctuary Advisors, LLC | 0.92% | Add +0.5% | 783,589 | $144.9M |
| Bluespring Wealth Management, LLC | 13.60% | Add +3.9% | 744,106 | $132.5M |
| Foundations Investment Advisors, LLC | 2.38% | Add +4.9% | 692,942 | $123.4M |
| Corient Private Wealth LP | 0.20% | Reduce -13.7% | 674,046 | $120.0M |
| Foster Group, Inc. | 4.46% | Add +2.3% | 657,271 | $117.0M |
| Thrivent Financial for Lutherans | 0.23% | Reduce -11.9% | 636,644 | $116.3M |
| Tiaa Trust, National Association | 0.34% | Reduce -14.2% | 627,208 | $111.7M |
| JB Capital LLC | 6.15% | Add +3.1% | 617,549 | $110.0M |
| Focus Partners Wealth | 0.28% | Add +2183.8% | 603,600 | $107.5M |
| Kestra Investment Management, LLC | 4.20% | Add +12.8% | 600,125 | $106.9M |
| Bogart Wealth, LLC | 5.06% | Reduce -2.4% | 599,287 | $106.7M |
| Sage Mountain Advisors LLC | 7.65% | Reduce -0.5% | 588,141 | $104.7M |
| Two Sigma Investments, LP | 0.25% | Add +40.4% | 582,700 | $103.8M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -5.6% | 574,129 | $102.2M |
| Kestra Advisory Services, LLC | 0.56% | Add +4.3% | 571,071 | $101.7M |
| United Capital Financial Advisors, LLC | 0.84% | Reduce -2.2% | 557,580 | $99.3M |
| Obermeyer Wealth Partners | 4.89% | Reduce -7.8% | 527,450 | $93.9M |
| Dynasty Wealth Management, LLC | 1.61% | Add +132.3% | 523,946 | $93.3M |
| Cresset Asset Management, LLC | 0.44% | Reduce -7.0% | 517,115 | $92.1M |
| D.A. Davidson & Co. | 0.73% | Add +5.8% | 505,661 | $90.0M |
| Clearstead Advisors, LLC | 1.34% | Add +4.6% | 495,972 | $88.3M |
| Savant Capital, LLC | 0.69% | Add +0.8% | 494,941 | $88.1M |
| Atria Wealth Solutions, Inc. | 0.96% | Reduce -1.0% | 490,165 | $87.3M |
| AE Wealth Management LLC | 0.74% | Add +4.8% | 487,282 | $86.8M |
| Johnson Investment Counsel Inc. | 0.83% | Add +3.5% | 477,473 | $85.0M |
| Prime Capital Investment Advisors, LLC | 1.23% | Reduce -2.2% | 475,731 | $84.7M |
| Mariner, LLC | 0.14% | Add +10.2% | 469,145 | $83.5M |
| Sax Wealth Advisors, LLC | 6.49% | Add +17.8% | 465,488 | $82.9M |
| Private Advisor Group, LLC | 0.46% | Add +5.9% | 463,077 | $82.5M |
| Equitable Holdings, Inc. | 0.78% | Add +2.0% | 457,908 | $81.5M |
| Howard Financial Services, LTD. | 11.02% | Add +3.9% | 454,955 | $81.0M |
| Baker Avenue Asset Management, LP | 2.36% | Reduce -6.8% | 432,354 | $77.0M |
| UMB Bank, n.a. | 1.21% | Add +8.2% | 430,332 | $76.6M |
| Austin Private Wealth, LLC | 7.09% | Add +2.2% | 424,339 | $75.6M |
| Cable Hill Partners, LLC | 7.50% | Add +1.8% | 417,816 | $74.4M |
| Pinnacle Associates Ltd. | 1.00% | Add +10.0% | 412,727 | $73.5M |
| Captrust Financial Advisors | 0.21% | Add +0.3% | 406,894 | $72.5M |
| Synovus Financial Corp. | 0.91% | Add +0.7% | 402,217 | $71.6M |
| Fragasso Financial Advisors Inc | 5.42% | Add +1.9% | 398,770 | $71.0M |
| Sachem Hill LLC | 14.72% | Reduce -1.2% | 396,032 | $70.5M |
| US Bancorp \de | 0.09% | Reduce -3.0% | 386,400 | $68.8M |
| Advocacy Wealth Management, LLC | 4.97% | Add +5.3% | 367,169 | $65.4M |
| Franklin Resources Inc. | 0.02% | Reduce -29.8% | 366,432 | $65.3M |
| Sagespring Wealth Partners, LLC | 1.65% | — | 351,020 | $62.5M |
| Summit Trail Advisors, LLC | 2.30% | Add +4.3% | 349,459 | $62.2M |
| Landaas & Co. /Wi | 16.87% | Add +7.9% | 342,221 | $60.9M |
| Truist Financial Corp. | 0.10% | Add +10.1% | 340,343 | $60.6M |
| Gradient Investments LLC | 1.22% | Add +2.2% | 339,539 | $60.5M |
| Wilmington Savings Fund Society, FSB | 1.08% | Add +1.9% | 335,395 | $59.7M |
| Financial Advisors, LLC | 11.42% | Reduce -1.1% | 334,428 | $59.6M |
| Valence8 US LP | 27.96% | Reduce -3.1% | 326,910 | $58.2M |
| Trilogy Capital Inc. | 2.96% | Reduce -1.2% | 323,682 | $57.6M |
| NorthCoast Asset Management LLC | 0.28% | Add +0.7% | 321,077 | $57.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.2% | 318,748 | $56.8M |
| Ameritas Advisory Services, LLC | 1.94% | Add +27.9% | 315,093 | $56.1M |
| 3EDGE Asset Management, LP | 3.46% | Reduce -56.0% | 315,091 | $56.1M |
| Steward Partners Investment Advisory, LLC | 0.49% | Add +2.5% | 309,532 | $55.1M |
| 49 Wealth Management, LLC | 7.75% | Add +25.2% | 305,498 | $54.4M |
| Baron Wealth Management LLC | 25.44% | Reduce -0.1% | 303,537 | $54.1M |
| Sharkey, Howes & Javer | 7.53% | Add +0.6% | 300,912 | $53.6M |
| Goldstein Advisors, LLC | 7.62% | Add +4.5% | 294,692 | $52.5M |
| Baird Financial Group, Inc. | 0.10% | Reduce -3.7% | 293,241 | $52.2M |
| Cambridge Associates LLC /Ma/ | 1.61% | No change | 281,659 | $50.2M |
| Fort Washington Investment Advisors Inc. | 0.29% | Add +1.5% | 277,277 | $49.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.39% | Add +2.4% | 263,448 | $46.9M |
| Stratos Wealth Partners, LTD. | 0.67% | Add +0.2% | 263,081 | $46.8M |
| Strategies Wealth Advisors, LLC | 5.76% | Add +12.9% | 250,931 | $46.2M |
| CreativeOne Wealth, LLC | 1.41% | Add +2.1% | 257,945 | $45.9M |
| Glenmede Trust Co. NA | 0.23% | Reduce -8.7% | 256,677 | $45.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.29% | Reduce -0.0% | 254,185 | $45.3M |
| Atria Investments, Inc | 0.56% | Reduce -5.6% | 251,237 | $44.7M |
| MA Private Wealth | 8.19% | Add +1.5% | 245,996 | $43.8M |
| Eastern Bank | 0.80% | Add +7.9% | 241,568 | $43.0M |
| Cardinal Strategic Wealth Guidance | 13.46% | Add +10.2% | 237,114 | $42.2M |
| Rwa Wealth Partners, LLC | 0.52% | Reduce -11.1% | 235,905 | $42.0M |
| Lineweaver Wealth Advisors, LLC | 7.71% | Reduce -2.3% | 234,113 | $41.7M |
| Choreo, LLC | 0.60% | Reduce -1.0% | 233,676 | $41.6M |
| Barings LLC | 0.99% | Add +672.1% | 231,218 | $41.2M |
| Millburn Ridgefield LLC | 1.03% | Add +10.4% | 230,726 | $41.1M |
| Catalyst Capital Advisors LLC | 0.88% | Add +10.4% | 230,726 | $41.1M |
| Scarborough Advisors, LLC | 5.79% | Reduce -13.2% | 230,087 | $41.0M |
| Heck Capital Advisors, LLC | 4.68% | Reduce -4.6% | 229,207 | $40.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.2% | 224,146 | $39.9M |
| Avantax Advisory Services, Inc. | 0.25% | Add +2.5% | 222,271 | $39.6M |
| Apexium Financial, LP | 2.38% | Add +4.6% | 220,138 | $39.2M |
| Kathmere Capital Management, LLC | 3.48% | Add +0.1% | 217,364 | $38.7M |
| IHT Wealth Management, LLC | 1.24% | Add +3.9% | 215,653 | $38.4M |
| Forte Capital LLC | 4.29% | Add +3.9% | 214,361 | $38.2M |
| Concourse Financial Group Securities, Inc. | 2.11% | Add +7.5% | 202,648 | $37.2M |
| TD Capital Management LLC | 3.76% | Reduce -2.6% | 207,697 | $37.0M |
| Life Line Wealth Management LLC | 13.16% | Add +8317.5% | 207,154 | $36.9M |
| Kestra Private Wealth Services, LLC | 0.62% | Add +25.9% | 204,777 | $36.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +13.6% | 204,359 | $36.4M |
| Parallel Advisors, LLC | 0.82% | Reduce -2.7% | 202,560 | $36.1M |
| Apollon Wealth Management, LLC | 0.82% | Add +747.7% | 199,753 | $35.6M |
| Aspen Wealth Management LLC | 10.50% | Add +1.4% | 198,849 | $35.4M |
| Strategic Blueprint, LLC | 2.10% | Add +1.1% | 197,610 | $35.2M |
| Merit Financial Group, LLC | 0.63% | Add +78.4% | 195,989 | $34.9M |
| True Link Financial Advisors, LLC | 2.89% | Add +1.3% | 193,325 | $34.4M |
| 1900 Wealth Management LLC | 2.87% | Reduce -1.1% | 191,846 | $34.2M |
| Hengehold Capital Management LLC | 3.19% | Reduce -1.1% | 190,454 | $33.9M |
| Hughes Financial Services, LLC | 6.95% | — | 190,036 | $33.8M |
| Unison Advisors LLC | 4.02% | Reduce -3.0% | 189,789 | $33.8M |
| Icon Wealth Advisors, LLC | 2.76% | Reduce -0.8% | 188,495 | $33.6M |
| SPC Financial, Inc. | 2.90% | Add +1.3% | 186,949 | $33.3M |
| Horst & Graben Wealth Management LLC | 5.87% | Add +0.6% | 185,120 | $33.0M |
| Jones Financial Companies LLLP | 0.03% | Add +52.0% | 181,670 | $32.4M |
| Modern Wealth Management, LLC | 1.20% | Add +9.5% | 180,484 | $32.1M |
| CFO4Life Group, LLC | 5.57% | Add +2.4% | 177,928 | $31.7M |
| Farther Finance Advisors, LLC | 1.14% | Add +11.2% | 177,047 | $31.5M |
| Family Manage LLC | 4.99% | Add +1.6% | 172,835 | $30.8M |
| Wealth Group Ltd | 8.84% | Add +2.5% | 171,633 | $30.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.47% | Add +12.7% | 170,714 | $30.4M |
| Pettinga Financial Advisors LLC | 6.75% | Reduce -0.5% | 167,446 | $29.8M |
| Aptus Capital Advisors, LLC | 0.35% | Add +43.7% | 165,602 | $29.5M |
| Bryn Mawr Trust Advisors, LLC | 1.59% | Add +11.4% | 165,284 | $29.4M |
| ARS Wealth Advisors Group, LLC | 4.02% | Reduce -0.7% | 164,024 | $29.2M |
| Sowell Financial Services LLC | 1.53% | Reduce -1.9% | 163,453 | $29.1M |
| State of Michigan Retirement System | 0.15% | Add +26.6% | 157,850 | $28.1M |
| Capital Advisors, Ltd. LLC | 3.54% | Add +2.1% | 157,616 | $28.1M |
| Brookstone Capital Management | 0.41% | Add +0.3% | 157,534 | $28.1M |
| BOK Financial Private Wealth, Inc. | 2.03% | Reduce -1.2% | 156,611 | $27.9M |
| SteelPeak Wealth, LLC | 1.15% | Add +2.6% | 155,555 | $27.7M |
| CFS Investment Advisory Services, LLC | 2.45% | Reduce -1.6% | 153,400 | $27.3M |
| Insight Wealth Strategies, LLC | 3.54% | Reduce -1.4% | 148,219 | $26.4M |
| Apella Capital, LLC | 1.01% | Reduce -16.1% | 148,171 | $26.4M |
| Perigon Wealth Management, LLC | 0.64% | Add +12.1% | 145,705 | $26.1M |
| Provida Pension Fund Administrator | 0.53% | Add +94.6% | 146,038 | $26.0M |
| Armbruster Capital Management, Inc. | 5.24% | Add +0.1% | 144,899 | $25.8M |
| Invst, LLC | 3.10% | Add +5.0% | 143,443 | $25.5M |
| Ewa, LLC | 9.54% | Add +3.1% | 142,628 | $25.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.81% | Add +1.3% | 141,581 | $25.2M |
| Tanglewood Wealth Management, Inc. | 2.89% | Reduce -1.5% | 140,947 | $25.1M |
| SlateStone Wealth, LLC | 2.45% | Add +17.3% | 139,976 | $24.9M |
| High Falls Advisors, Inc | 5.78% | Reduce -1.8% | 139,917 | $24.9M |
| Summit Wealth Partners, LLC | 5.09% | Reduce -5.0% | 139,181 | $24.8M |
| Security Financial Services, INC. | 4.87% | Reduce -2.0% | 134,214 | $23.9M |
| Sollinda Capital Management LLC | 6.56% | Reduce -2.3% | 134,087 | $23.9M |
| WJ Wealth Management, LLC | 8.22% | Reduce -0.1% | 134,007 | $23.9M |
| One Wealth Advisors, LLC | 3.51% | Add +2.6% | 132,830 | $23.7M |
| Journey Advisory Group, LLC | 2.81% | No change | 137,099 | $23.4M |
| Stone House Investment Management, LLC | 5.95% | Reduce -14.2% | 131,376 | $23.4M |
| Boulder Wealth Advisors, LLC | 12.04% | Add +3.2% | 131,215 | $23.4M |
| Agf Management Ltd. | 0.12% | Add +67.0% | 130,583 | $23.3M |
| Orion Porfolio Solutions, LLC | 0.23% | Reduce -31.1% | 130,256 | $23.2M |
| Orion Portfolio Solutions, LLC | 0.23% | Reduce -31.1% | 130,256 | $23.2M |
| Van Hulzen Asset Management, LLC | 1.69% | Add +1.7% | 129,686 | $23.1M |
| Gries Financial LLC | 4.10% | Reduce -7.7% | 129,522 | $23.1M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +1472.0% | 129,393 | $23.0M |
| Richard P Slaughter Associates Inc | 5.16% | Add +4.1% | 129,289 | $23.0M |
| Ascent Wealth Partners, LLC | 3.10% | Reduce -1.4% | 129,021 | $23.0M |
| Centerpoint Advisors, LLC | 8.04% | Reduce -5.2% | 128,962 | $23.0M |
| McMorgan & Co. LLC | 3.55% | Reduce -5.0% | 128,809 | $22.9M |
| RVW Wealth, LLC | 2.13% | Reduce -4.2% | 128,230 | $22.8M |
| Comerica Bank | 0.09% | Reduce -40.6% | 126,519 | $22.5M |
| Buttonwood Financial Group, LLC | 12.44% | Add +0.6% | 122,033 | $22.5M |
| Ocean Park Asset Management, LLC | 0.76% | No change | 125,681 | $22.4M |
| Pure Financial Advisors, LLC | 0.51% | Add +10.2% | 125,064 | $22.3M |
| SVB Wealth LLC | 0.41% | Add +5426.6% | 122,801 | $21.9M |
| Physician Wealth Advisors, Inc. | 3.63% | Add +2.1% | 120,756 | $21.5M |
| Liberty Wealth Management LLC | 3.55% | Add +4.3% | 119,750 | $21.3M |
| Stonebrook Private Inc. | 5.54% | Add +0.3% | 118,866 | $21.2M |
| Wade Financial Advisory, Inc | 7.05% | Reduce -1.7% | 116,930 | $20.8M |
| Allworth Financial LP | 0.11% | Reduce -2.6% | 112,466 | $20.7M |
| Symmetry Partners, LLC | 2.91% | Add +65.2% | 114,757 | $20.4M |
| Tradition Wealth Management, LLC | 1.80% | Add +4.6% | 114,600 | $20.4M |
| Detalus Advisors, LLC | 6.70% | Reduce -0.3% | 114,202 | $20.3M |
| Kelly Financial Services LLC | 7.15% | Add +3.7% | 111,368 | $19.8M |
| Spectrum Wealth Counsel, LLC | 2.33% | Reduce -4.4% | 111,323 | $19.8M |
| Meridian Wealth Partners, LLC | 2.99% | Add +1.1% | 110,758 | $19.7M |
| Weaver Consulting Group | 6.05% | Reduce -0.7% | 110,470 | $19.7M |
| Keebeck Wealth Management | 2.79% | Add +0.9% | 108,864 | $19.4M |
| Keeler & Nadler Financial Planning & Wealth Management | 9.07% | Add +9.8% | 108,747 | $19.4M |
| CGN Advisors LLC | 1.88% | Add +0.8% | 108,559 | $19.3M |
| Cypress Wealth Services, LLC | 3.84% | Add +3.1% | 107,347 | $19.1M |
| Diversify Wealth Management, LLC | 1.49% | Add +3.9% | 108,188 | $19.1M |
| Stratos Wealth Advisors, LLC | 0.90% | Add +2.0% | 105,276 | $18.7M |
| Stephens Inc. | 0.26% | Add +3.3% | 104,774 | $18.7M |
| Well Done, LLC | 3.41% | No change | 103,968 | $18.6M |
| Skyline Advisors, Inc. | 7.13% | Add +5.3% | 103,112 | $18.4M |
| Strategic Point Investment Advisors, LLC | 2.99% | Reduce -1.0% | 103,031 | $18.3M |
| PFG Advisors | 1.12% | Add +3.2% | 102,691 | $18.3M |
| Keystone Financial Services | 6.92% | Add +1.5% | 101,512 | $18.1M |
| Jefferies Financial Group Inc. | 0.21% | Add +24.2% | 100,541 | $17.9M |
| Cahill Financial Advisors Inc. | 2.42% | Add +4.5% | 100,406 | $17.9M |
| Legacy Edge Advisors, LLC | 2.84% | Reduce -0.7% | 100,056 | $17.9M |
| &partners | 0.21% | Add +25.1% | 98,800 | $17.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Reduce -1.3% | 99,490 | $17.7M |
| Tobias Financial Advisors, Inc. | 3.55% | Add +1.2% | 99,233 | $17.7M |
| Centaurus Financial, Inc. | 1.07% | Add +3.9% | 98,301 | $17.5M |
| Wealth Alliance, LLC | 2.09% | Add +2.2% | 97,923 | $17.4M |
| Summit X, LLC | 3.87% | Add +1.3% | 97,899 | $17.4M |
| Intelligence Driven Advisers, LLC | 3.27% | Reduce -35.7% | 97,525 | $17.4M |
| Center for Financial Planning, Inc. | 2.30% | Reduce -1.4% | 96,952 | $17.3M |
| EWG Elevate Inc. | 5.25% | Add +122.5% | 96,753 | $17.2M |
| Palo Alto Wealth Advisors, LLC | 6.04% | Add +5.0% | 96,732 | $17.2M |
| Richard Bernstein Advisors LLC | 0.39% | Reduce -1.9% | 96,553 | $17.2M |
| Trinity Wealth Management, LLC | 7.73% | Add +1.1% | 95,983 | $17.1M |
| Regal Investment Advisors LLC | 1.28% | Add +1.3% | 95,256 | $17.0M |
| Advus Financial Partners, LLC | 4.76% | Add +6.9% | 94,919 | $16.9M |
| Financial Advocates Investment Management | 0.95% | Reduce -2.4% | 93,461 | $16.6M |
| Townsquare Capital LLC | 0.19% | Reduce -34.2% | 93,400 | $16.6M |
| Regatta Capital Group, LLC | 3.15% | Add +2.2% | 91,288 | $16.3M |
| PAX Financial Group, LLC | 2.91% | Add +7.8% | 91,287 | $16.3M |
| Wealthspire Advisors, LLC | 0.16% | Reduce -10.3% | 91,247 | $16.2M |
| GW Henssler & Associates Ltd. | 0.93% | Reduce -0.2% | 90,398 | $16.2M |
| MB Generational Wealth, LLC | 11.81% | Reduce -0.6% | 90,403 | $16.1M |
| Ascent Group, LLC | 1.18% | Add +1.1% | 88,446 | $15.8M |
| Veltria Advisors Corp. | 6.49% | No change | 87,501 | $15.6M |
| Focus Financial Network, Inc. | 0.62% | Reduce -6.3% | 87,289 | $15.5M |
| Kraft, Davis & Associates, LLC | 4.44% | Add +8.2% | 84,646 | $15.5M |
| Integrity Alliance, Llc. | 1.68% | — | 87,244 | $15.5M |
| ONE Advisory Partners, LLC | 6.80% | Reduce -0.7% | 86,034 | $15.3M |
| Cook Wealth, LLC | 7.11% | Add +2.3% | 82,062 | $15.1M |
| Midwest Capital Advisors, LLC | 11.05% | — | 84,894 | $15.1M |
| Element Pointe Advisors, LLC | 3.52% | Add +0.2% | 83,921 | $14.9M |
| Beacon Bridge Wealth Partners, LLC | 6.27% | Reduce -6.0% | 82,920 | $14.8M |
| TSA Wealth Managment LLC | 5.99% | Add +0.6% | 82,684 | $14.7M |
| Yeomans Consulting Group, Inc. | 5.50% | Reduce -18.2% | 82,483 | $14.7M |
| Mayflower Financial Advisors, LLC | 2.20% | Add +10.2% | 82,468 | $14.7M |
| Waterloo Capital, L.P. | 1.54% | Reduce -19.6% | 81,740 | $14.6M |
| HSBC Holdings PLC | 0.01% | Reduce -0.6% | 81,321 | $14.5M |
| BCGM Wealth Management, LLC | 4.58% | Add +4.2% | 81,155 | $14.5M |
| New York Life Investment Management LLC | 0.14% | Add +24.6% | 80,357 | $14.3M |
| Intrust Bank NA | 1.45% | Reduce -0.7% | 80,206 | $14.3M |
| Client First Capital LLC | 7.30% | Add +8.3% | 79,696 | $14.2M |
| Legacy Financial Group LLC | 2.30% | Add +3.8% | 79,639 | $14.2M |
| RFG Advisory, LLC | 0.40% | Reduce -3.4% | 79,223 | $14.1M |
| Snowden Capital Advisors LLC | 0.44% | Reduce -7.2% | 78,816 | $14.0M |
| Wealth Quarterback LLC | 6.58% | Add +23.8% | 78,699 | $14.0M |
| Trek Financial, LLC | 1.02% | Add +7.2% | 77,003 | $13.7M |
| Bell Investment Advisors, Inc | 2.56% | Reduce -1.4% | 76,939 | $13.7M |
| Kilter Group LLC | 8.91% | — | 76,857 | $13.7M |
| Moment Partners, LLC | 2.58% | — | 76,177 | $13.6M |
| Community Financial Services Group, LLC | 2.68% | New | 75,929 | $13.5M |
| IFG Advisory, LLC | 0.76% | Add +34.5% | 75,695 | $13.5M |
| Scissortail Wealth Management, LLC | 3.43% | Add +8823.0% | 75,132 | $13.4M |
| Balentine LLC | 0.54% | Reduce -89.8% | 75,064 | $13.4M |
| Perennial Investment Advisors, LLC | 1.57% | Add +432.9% | 74,924 | $13.3M |
| Financial Partners Group, Inc | 1.94% | Add +230.2% | 74,844 | $13.3M |
| HUB Investment Partners, LLC | 0.56% | Reduce -8.9% | 74,195 | $13.2M |
| Shufro Rose & Co. LLC | 1.03% | Add +15.5% | 73,964 | $13.2M |
| Sigma Planning Corp | 0.41% | Add +4.6% | 73,676 | $13.1M |
| Waverly Advisors, LLC | 0.20% | Add +22.9% | 73,554 | $13.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +0.5% | 72,723 | $13.0M |
| Capital Investment Advisory Services, LLC | 1.25% | Reduce -1.2% | 72,849 | $13.0M |
| WBH Advisory Inc. | 1.20% | Add +7.1% | 72,393 | $12.9M |
| Founders Financial Securities LLC | 1.14% | Reduce -22.7% | 70,986 | $12.6M |
| 5T Wealth, LLC | 6.91% | — | 70,858 | $12.6M |
| Csenge Advisory Group | 0.68% | Reduce -0.2% | 70,707 | $12.6M |
| IFP Advisors, Inc | 0.41% | Add +4.5% | 70,552 | $12.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.1% | 69,979 | $12.5M |
| Kickstand Ventures, Llc. | 3.16% | Add +0.6% | 69,496 | $12.4M |
| Maia Wealth LLC | 2.66% | Add +6.6% | 67,641 | $12.3M |
| Garrett Wealth Advisory Group, LLC | 2.80% | Reduce -2.9% | 69,182 | $12.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -2.5% | 69,162 | $12.3M |
| WCG Wealth Advisors LLC | 0.81% | Add +4.5% | 68,989 | $12.3M |
| Claro Advisors Inc. | 1.65% | Reduce -10.7% | 68,596 | $12.2M |
| Independent Advisor Alliance | 0.16% | Add +3208.8% | 67,732 | $12.1M |
| Watts Gwilliam & Co., LLC | 2.54% | Reduce -4.1% | 67,402 | $12.0M |
| EdgeRock Capital LLC | 7.88% | Add +2.3% | 67,535 | $12.0M |
| Global Retirement Partners, LLC | 0.34% | Add +18.1% | 67,366 | $12.0M |
| Lutz Financial Services LLC | 0.97% | Reduce -0.5% | 67,304 | $12.0M |
| Creative Planning | 0.01% | Add +1.4% | 66,780 | $11.9M |
| Motive Wealth Advisors | 6.39% | Add +1.1% | 66,760 | $11.9M |
| Spire Wealth Management | 0.37% | Add +3.1% | 66,639 | $11.9M |
| Watershed Private Wealth LLC | 4.59% | Add +3.5% | 66,031 | $11.8M |
| 360 Financial, Inc. | 4.23% | Add +60.4% | 65,637 | $11.7M |
| Rothschild Wealth LLC | 3.42% | Add +5508.1% | 65,615 | $11.7M |
| Assetmark, Inc. | 0.03% | Add +45.8% | 65,158 | $11.6M |
| Apeiron RIA LLC | 3.24% | Add +6.0% | 65,079 | $11.6M |
| Custos Family Office, LLC | 4.05% | Add +4.7% | 64,928 | $11.6M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Reduce -47.9% | 63,359 | $11.3M |
| ERn Financial, LLC | 1.68% | Reduce -2.8% | 62,787 | $11.2M |
| Money Concepts Capital Corp. | 0.83% | Add +22.0% | 62,722 | $11.2M |
| Eq LLC | 5.20% | Add +6.6% | 62,201 | $11.1M |
| Gladstone Institutional Advisory LLC | 0.51% | Add +0.7% | 61,795 | $11.0M |
| Swmg, LLC | 4.37% | Add +9.2% | 59,653 | $11.0M |
| Wood Tarver Financial Group, LLC | 3.64% | — | 61,109 | $10.9M |
| Running Point Capital Advisors, LLC | 3.71% | Reduce -8.2% | 60,820 | $10.8M |
| Crown Wealth Group, LLC | 4.40% | Add +0.6% | 60,710 | $10.8M |
| TD Waterhouse Canada Inc. | 0.09% | Add +7.1% | 60,416 | $10.8M |
| Bank of Nova Scotia | 0.02% | Reduce -24.3% | 59,609 | $10.6M |
| Global Wealth Strategies & Associates | 3.31% | Add +3.7% | 59,466 | $10.6M |
| Wedbush Securities Inc. | 0.38% | Add +3.0% | 59,404 | $10.6M |
| Principal Securities, Inc. | 0.24% | Add +74.6% | 59,323 | $10.6M |
| ShoreHaven Wealth Partners, LLC | 4.99% | Add +0.7% | 59,286 | $10.6M |
| Ullmann Wealth Partners Group, LLC | 1.36% | Reduce -3.7% | 59,027 | $10.5M |
| Guided Capital Wealth Management, LLC | 9.57% | — | 58,650 | $10.4M |
| Triad Wealth Partners, LLC | 3.77% | Add +114.7% | 58,596 | $10.4M |
| Forthright Family Wealth Advisory LLC | 6.77% | Add +3.2% | 58,486 | $10.4M |
| Bay Harbor Wealth Management, LLC | 3.38% | Add +5.8% | 58,414 | $10.4M |
| Sovran Advisors, LLC | 1.48% | — | 58,663 | $10.4M |
| Wealthcare Advisory Partners LLC | 0.29% | Reduce -3.3% | 57,838 | $10.3M |
| SOL Capital Management CO | 1.14% | Add +16.0% | 57,715 | $10.3M |
| Arq Wealth Advisors, LLC | 3.89% | Reduce -44.4% | 57,391 | $10.2M |
| National Bank of Canada | 0.01% | Add +2.4% | 57,162 | $10.2M |
| WealthShield Partners, LLC | 1.44% | Reduce -1.3% | 57,116 | $10.2M |
| Ashton Thomas Private Wealth, LLC | 0.40% | Add +472.5% | 57,018 | $10.2M |
| First Horizon Advisors, Inc. | 0.28% | Reduce -6.3% | 56,740 | $10.1M |
| Blue Edge Capital, LLC | 1.58% | Add +3.0% | 56,553 | $10.1M |
| Theory Financial LLC | 4.21% | Add +2.0% | 56,551 | $10.1M |
| Jacobi Capital Management LLC | 0.75% | Add +3.2% | 56,451 | $10.1M |
| Alternative Investment Advisors, LLC. | 5.21% | Reduce -0.3% | 56,047 | $10.0M |
| NewEdge Wealth, LLC | 0.17% | Reduce -5.0% | 55,671 | $9.9M |
| Montecito Bank & Trust | 1.71% | Add +0.6% | 55,480 | $9.9M |
| Citigroup Inc. | 0.01% | Add +14.5% | 55,365 | $9.9M |
| Brown Advisory Inc. | 0.01% | Add +0.8% | 55,196 | $9.8M |
| Forte Asset Management LLC | 5.21% | Reduce -1.5% | 55,065 | $9.8M |
| GSG Advisors LLC | 3.09% | Add +11.6% | 55,059 | $9.8M |
| Concurrent Investment Advisors, LLC | 0.27% | Reduce -0.4% | 54,962 | $9.8M |
| Caprock Group, LLC | 0.32% | Reduce -6.3% | 54,814 | $9.8M |
| Stonehearth Capital Management, LLC | 3.89% | Reduce -0.5% | 54,408 | $9.7M |
| Beacon Financial Group | 1.04% | Add +6.4% | 54,250 | $9.7M |
| Flagship Private Wealth, LLC | 4.65% | Add +27.5% | 54,239 | $9.7M |
| StrongBox Wealth, LLC | 4.06% | Reduce -1.1% | 53,813 | $9.6M |
| Meitav Investment House Ltd. | 0.16% | Add +2.5% | 53,762 | $9.6M |
| Premier Path Wealth Partners, LLC | 1.46% | Add +2.5% | 53,621 | $9.5M |
| Sage Advisory Services, Ltd.Co. | 5.60% | Reduce -70.0% | 52,968 | $9.4M |
| Symphony Financial, Ltd. Co. | 1.41% | Reduce -4.9% | 49,299 | $9.0M |
| Adapt Wealth Advisors, LLC | 4.41% | Add +61.4% | 50,347 | $9.0M |
| Geneva Partners, LLC | 3.63% | Add +3.5% | 50,221 | $8.9M |
| Dorsey & Whitney Trust CO LLC | 0.49% | Add +72.6% | 49,932 | $8.9M |
| Asset Advisors Investment Management, LLC | 0.93% | Add +4.2% | 49,848 | $8.9M |
| Karpus Management, Inc. | 0.26% | Reduce -56.1% | 49,327 | $8.8M |
| Jmac Enterprises LLC | 1.35% | Add +8.0% | 48,409 | $8.6M |
| Three Magnolias Financial Advisors, LLC | 9.01% | — | 48,138 | $8.6M |
| Cynosure Group, LLC | 1.27% | Reduce -3.5% | 47,701 | $8.5M |
| Lincoln Capital Corp. | 3.49% | Reduce -1.7% | 47,535 | $8.5M |
| SigFig Wealth Management, LLC | 0.31% | Add +3.1% | 47,277 | $8.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | Reduce -36.8% | 46,496 | $8.4M |
| Western Wealth Management, LLC | 0.45% | Reduce -0.4% | 47,350 | $8.4M |
| Tennessee Valley Asset Management Partners | 1.41% | Reduce -5.2% | 47,179 | $8.4M |
| Northeast Financial Consultants Inc | 0.35% | Add +2.5% | 47,102 | $8.4M |
| Annex Advisory Services, LLC | 0.25% | Reduce -6.1% | 47,024 | $8.4M |
| Magnolia Capital Advisors LLC | 2.17% | Add +4.1% | 47,005 | $8.4M |
| Yoder Wealth Management, Inc. | 4.54% | Reduce -0.9% | 46,315 | $8.2M |
| Hoese & Co LLP | 7.10% | Reduce -0.9% | 45,954 | $8.2M |
| Financial Life Advisors | 3.07% | Add +0.5% | 45,838 | $8.2M |
| Mutual Advisors, LLC | 0.24% | Reduce -3.6% | 45,450 | $8.2M |
| Royal Harbor Partners, LLC | 3.07% | Add +3.9% | 45,648 | $8.1M |
| Ironsides Asset Advisors, LLC | 2.33% | Add +0.0% | 45,621 | $8.1M |
| Deutsche Bank AG | 0.00% | Add +132.3% | 45,072 | $8.0M |
| Hobbs Wealth Management, LLC | 9.11% | — | 44,792 | $8.0M |
| MRA Advisory Group | 4.22% | Add +1.7% | 44,683 | $8.0M |
| Mgo One Seven LLC | 0.31% | Reduce -5.2% | 44,588 | $7.9M |
| Crestwood Advisors Group, LLC | 0.15% | Add +48.5% | 44,239 | $7.9M |
| Eldridge Investment Advisors, Inc. | 1.83% | Reduce -20.6% | 44,182 | $7.9M |
| ORG Partners LLC | 1.07% | Reduce -1.5% | 43,284 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +2.3% | 42,961 | $7.7M |
| Altfest L J & Co. Inc. | 0.97% | Add +37.8% | 42,811 | $7.6M |
| Advisory Services Network, LLC | 0.14% | Reduce -8.7% | 42,712 | $7.6M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 42,437 | $7.6M |
| Independent Financial Group, LLC | 0.25% | Add +11.4% | 42,286 | $7.5M |
| M1 Capital Management LLC | 4.02% | — | 41,804 | $7.4M |
| Spectrum Planning & Advisory Services Inc. | 6.46% | Add +3.4% | 41,771 | $7.4M |
| SWP Financial LLC | 4.49% | Reduce -9.4% | 41,758 | $7.4M |
| True Vision MN LLC | 4.40% | Reduce -0.3% | 41,629 | $7.4M |
| Exchange Traded Concepts, LLC | 0.15% | New | 41,344 | $7.4M |
| First Trust Advisors LP | 0.01% | Add +3.9% | 41,099 | $7.3M |
| Harbour Investments, Inc. | 0.21% | Add +2.1% | 40,888 | $7.3M |
| Lido Advisors, LLC | 0.05% | Reduce -0.9% | 40,814 | $7.3M |
| Allstate Corp. | 0.21% | Add +21.1% | 40,355 | $7.2M |
| Formidable Asset Management, LLC | 1.18% | Add +15.7% | 40,311 | $7.2M |
| PMG Wealth Management, Inc. | 6.51% | — | 40,158 | $7.2M |
| Northwest Capital Management Inc | 3.05% | Reduce -8.5% | 39,896 | $7.1M |
| Capital Analysts, LLC | 0.28% | Add +9.0% | 39,789 | $7.1M |
| Red Tortoise LLC | 3.70% | Add +0.3% | 39,670 | $7.1M |
| Ridgeline Wealth Planning, LLC | 6.72% | — | 39,432 | $7.0M |
| Avalon Capital Management | 2.24% | Reduce -1.6% | 39,038 | $7.0M |
| Interactive Financial Advisors, Inc. | 3.63% | Add +2.0% | 38,947 | $6.9M |
| Centurion Wealth Management LLC | 2.14% | Add +1.5% | 38,479 | $6.9M |
| Certus Wealth Management, LLC | 4.58% | Add +1.4% | 37,121 | $6.8M |
| Cabot Wealth Management Inc. | 0.87% | Reduce -1.4% | 38,311 | $6.8M |
| Firethorn Wealth Partners, LLC | 3.38% | Reduce -2.7% | 38,219 | $6.8M |
| Foundry Financial Group, Inc. | 4.16% | Add +0.6% | 37,695 | $6.7M |
| Fidelis Capital Partners, LLC | 0.67% | Reduce -9.3% | 36,495 | $6.7M |
| Highview Capital Management LLC | 2.53% | Add +4.9% | 36,991 | $6.6M |
| BOS Asset Management, LLC | 2.37% | Add +2.9% | 36,916 | $6.6M |
| Vident Advisory, LLC | 0.12% | Reduce -6.3% | 36,795 | $6.6M |
| CoreCap Advisors, LLC | 0.30% | Reduce -8.0% | 36,669 | $6.5M |
| Per Stirling Capital Management, LLC. | 0.92% | Add +1.7% | 36,485 | $6.5M |
| Quadrant Private Wealth Management, LLC | 1.60% | Add +10.6% | 36,432 | $6.5M |
| One Wealth Capital Management, LLC | 3.26% | — | 36,049 | $6.4M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -1.4% | 36,010 | $6.4M |
| Fortis Group Advisors, LLC | 1.19% | Add +3.7% | 35,984 | $6.4M |
| Leavell Investment Management, Inc. | 0.31% | Add +6.1% | 35,815 | $6.4M |
| Braun-Bostich & Associates Inc. | 4.60% | Reduce -0.6% | 35,813 | $6.4M |
| Shared Vision Wealth Group LLC | 3.35% | Add +0.5% | 35,775 | $6.4M |
| Gen-Wealth Partners Inc | 2.71% | Add +3.9% | 35,456 | $6.3M |
| Maxwell Wealth Strategies Inc. | 2.56% | Add +9.2% | 35,239 | $6.3M |
| Guardian Wealth Advisors, LLC / NC | 0.50% | Add +440225.0% | 35,226 | $6.3M |
| Moneco Advisors, LLC | 0.66% | Add +20.6% | 34,908 | $6.2M |
| Lifelong Wealth Advisors, Inc. | 2.79% | — | 34,899 | $6.2M |
| MAI Capital Management | 0.05% | Add +2.2% | 34,748 | $6.2M |
| Cora Capital Advisors LLC | 2.98% | Reduce -0.5% | 34,700 | $6.2M |
| Wealthgarden F.S. LLC | 5.74% | Add +21.8% | 34,454 | $6.1M |
| Ade, LLC | 3.71% | Add +9.3% | 33,973 | $6.0M |
| Barnes Wealth Management Group, Inc | 4.00% | — | 33,495 | $6.0M |
| Client 1ST Advisory Group, LLC | 2.26% | Add +13.1% | 32,937 | $5.9M |
| Legacy Advisory Services, LLC | 4.97% | Reduce -0.6% | 32,716 | $5.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.78% | Add +11.4% | 32,516 | $5.8M |
| Elevation Point Wealth Partners, LLC | 0.47% | Reduce -13.2% | 32,466 | $5.8M |
| Diversify Advisory Services, LLC | 0.32% | Add +6.8% | 32,752 | $5.8M |
| Vista Investment Management | 2.19% | Add +0.3% | 32,428 | $5.8M |
| Citadel Advisors | 0.01% | Add +74.7% | 32,414 | $5.8M |
| Commonwealth Financial Services, LLC | 1.13% | Add +12.2% | 32,328 | $5.8M |
| Avidian Wealth Enterprises, LLC | 0.26% | Add +2.0% | 32,282 | $5.7M |
| Rollins Financial Advisors, LLC | 0.89% | Add +3.0% | 31,838 | $5.7M |
| Performa Ltd (US), LLC | 1.99% | Add +0.4% | 31,771 | $5.7M |
| Astoria Portfolio Advisors LLC. | 2.01% | Reduce -59.7% | 31,889 | $5.6M |
| Verus Capital Partners, LLC | 0.53% | Reduce -9.0% | 31,314 | $5.6M |
| Titleist Asset Management, LLC | 0.64% | Add +18.2% | 31,284 | $5.6M |
| J.W. Cole Advisors, Inc. | 0.22% | Reduce -2.9% | 31,080 | $5.5M |
| FDx Advisors, Inc. | 1.61% | Reduce -1.4% | 30,927 | $5.5M |
| KM Capital Management Ltd. | 2.83% | Add +4.8% | 30,742 | $5.5M |
| Avant Capital LLC | 4.52% | — | 30,628 | $5.5M |
| Compound Planning, Inc. | 0.28% | Add +48.8% | 30,565 | $5.4M |
| Lantz Financial LLC | 1.45% | Add +3.0% | 30,536 | $5.4M |
| Keystone Wealth Services, LLC | 1.44% | Add +33.4% | 30,447 | $5.4M |
| AlTi Global, Inc. | 0.13% | No change | 30,297 | $5.4M |
| KPP Advisory Services LLC | 1.26% | Add +4.2% | 30,047 | $5.4M |
| World Investment Advisors | 0.15% | Add +8.0% | 29,967 | $5.3M |
| First Foundation Advisors | 0.20% | New | 29,959 | $5.3M |
| Marino, Stram & Associates LLC | 1.17% | Add +9.0% | 29,761 | $5.3M |
| Good Life Advisors, LLC | 0.39% | Reduce -69.4% | 29,755 | $5.3M |
| Avestar Capital, LLC | 0.48% | Reduce -0.1% | 29,718 | $5.3M |
| Investor's Fiduciary Advisor Network, LLC | 2.02% | — | 29,694 | $5.3M |
| Twin Peaks Wealth Advisors, LLC | 2.23% | Add +14.3% | 29,526 | $5.3M |
| Ethos Financial Group, LLC | 0.69% | Reduce -15.3% | 29,465 | $5.2M |
| Cornerstone Advisors Asset Management, LLC | 1.13% | Add +1.9% | 29,328 | $5.2M |
| Arrow Investment Advisors, LLC | 4.84% | No change | 29,011 | $5.2M |
| Shum Financial Group, Inc. | 4.49% | Add +0.6% | 29,203 | $5.2M |
| Old National Bancorp | 0.12% | Reduce -10.6% | 29,074 | $5.2M |
| Leslie Global Wealth, LLC | 2.40% | New | 29,025 | $5.2M |
| SageView Advisory Group, LLC | 0.22% | Add +3.7% | 28,954 | $5.2M |
| PFG Private Wealth Management, LLC | 2.89% | Add +0.2% | 28,532 | $5.1M |
| Keystone Financial Group | 0.50% | Add +117.3% | 28,486 | $5.1M |
| Aries Wealth Management | 1.40% | Reduce -0.8% | 28,458 | $5.1M |
| West Wealth Group, LLC | 1.51% | Add +1.8% | 28,433 | $5.1M |
| FFG Retirement Advisors LLC | 3.29% | Reduce -2.1% | 28,302 | $5.0M |
| Davis Wealth Advisors, LLC | 5.45% | — | 27,852 | $5.0M |
| Warner Financial, Inc. | 2.13% | Add +17.0% | 27,840 | $5.0M |
| Simon Quick Advisors, LLC | 0.30% | No change | 27,786 | $4.9M |
| Capital Advantage, Inc. | 0.90% | Add +12.7% | 27,694 | $4.9M |
| GeoWealth Management, LLC | 0.16% | Reduce -3.0% | 27,416 | $4.9M |
| Stanich Group LLC | 3.65% | — | 27,397 | $4.9M |
| Axxcess Wealth Management, LLC | 0.12% | Add +77.8% | 27,386 | $4.9M |
| Panoramic Investment Advisors, LLC | 3.15% | Add +8.2% | 27,174 | $4.8M |
| Tyler-Stone Wealth Management | 0.86% | Reduce -1.1% | 27,010 | $4.8M |
| Financial Enhancement Group LLC | 0.73% | Add +153.6% | 26,902 | $4.8M |
| Ridgeline Wealth, LLC | 3.87% | — | 26,634 | $4.7M |
| Bridges Investment Management Inc. | 0.07% | Reduce -0.1% | 26,436 | $4.7M |
| Partners Capital Investment Group, LLP | 0.13% | Reduce -57.9% | 26,385 | $4.7M |
| EP Wealth Advisors, LLC | 0.04% | Add +79.1% | 26,295 | $4.7M |
| Worth Financial Advisory Group, LLC | 2.88% | Reduce -3.0% | 26,263 | $4.7M |
| Hoxton Planning & Management, LLC | 1.76% | Reduce -3.7% | 25,909 | $4.6M |
| Tacita Capital Inc | 3.25% | Reduce -11.3% | 25,547 | $4.5M |
| Ssi Investment Management LLC | 1.62% | Add +3.9% | 25,393 | $4.5M |
| Annandale Capital, LLC | 0.90% | Reduce -0.0% | 25,386 | $4.5M |
| My Legacy Advisors, LLC | 1.74% | Add +1.0% | 25,007 | $4.5M |
| OMNI 360 Wealth, Inc. | 2.96% | Reduce -0.7% | 24,949 | $4.4M |
| Crescent Grove Advisors, LLC | 0.43% | Add +0.0% | 24,524 | $4.4M |
| Fortis Capital Management LLC | 0.81% | Add +0.3% | 24,494 | $4.4M |
| Apollon Financial, LLC | 1.08% | Add +16.3% | 24,310 | $4.3M |
| Golden State Wealth Management, LLC | 0.65% | — | 24,295 | $4.3M |
| Empire Life Investments Inc. | 0.27% | Reduce -30.4% | 24,247 | $4.3M |
| Freedom Investment Management, Inc. | 0.36% | Add +29.9% | 24,107 | $4.3M |
| Delos Wealth Advisors, LLC | 3.39% | Add +4.7% | 23,897 | $4.3M |
| Signify Wealth | 4.80% | Add +7.6% | 23,859 | $4.2M |
| Copperleaf Capital, LLC | 2.69% | Add +5.1% | 23,856 | $4.2M |
| TruWealth Advisors, LLC | 0.26% | Add +4.5% | 23,855 | $4.2M |
| TCI Wealth Advisors, Inc. | 0.35% | Reduce -2.2% | 23,563 | $4.2M |
| Capital A Wealth Management, LLC | 6.94% | — | 23,491 | $4.2M |
| Nwam LLC | 0.26% | Add +28.1% | 23,306 | $4.2M |
| Endeavor Private Wealth, Inc. | 3.93% | — | 23,234 | $4.1M |
| Gateway Wealth Partners, LLC | 1.07% | Add +5.6% | 23,183 | $4.1M |
| Magnus Financial Group LLC | 0.40% | Add +23.4% | 22,996 | $4.1M |
| Banco Santander, S.A. | 0.05% | Reduce -18.7% | 22,908 | $4.1M |
| Breakwater Capital Group | 0.81% | Reduce -4.0% | 22,886 | $4.1M |
| Signal Advisors Wealth, LLC | 0.46% | Reduce -27.1% | 22,843 | $4.1M |
| Capital Investment Advisors, LLC | 0.08% | Add +91.0% | 22,797 | $4.1M |
| Cornerstone Wealth Management, LLC | 0.27% | Add +3.1% | 22,577 | $4.0M |
| Pacific Wealth Management | 2.12% | Reduce -0.2% | 22,540 | $4.0M |
| Millington Financial Advisors, LLC | 2.30% | Add +1.1% | 21,719 | $4.0M |
| Fifth Third Bancorp | 0.01% | Add +1.0% | 22,151 | $3.9M |
| Alterna Wealth Management, Inc. | 3.32% | Add +5.1% | 22,094 | $3.9M |
| Adero Partners, LLC | 0.25% | Reduce -8.2% | 22,087 | $3.9M |
| Blair William & Co. | 0.01% | Add +17.8% | 21,840 | $3.9M |
| First Citizens Financial Corp | 2.11% | Add +4.1% | 21,788 | $3.9M |
| Fsa Wealth Partners, Inc. | 0.91% | Reduce -10.7% | 21,777 | $3.9M |
| Geneos Wealth Management Inc. | 0.13% | Add +5.4% | 21,515 | $3.8M |
| Vertex Planning Partners, LLC | 0.84% | Reduce -0.2% | 21,503 | $3.8M |
| Beacon Financial Planning, Inc. | 2.23% | Add +41.1% | 21,476 | $3.8M |
| Brown Financial Advisors | 1.53% | Reduce -4.6% | 21,432 | $3.8M |
| Tradewinds, LLC. | 1.06% | Reduce -3.3% | 20,634 | $3.8M |
| First Heartland Consultants, Inc. | 0.39% | Add +88.9% | 21,336 | $3.8M |
| Private Trust Co. NA | 0.39% | Reduce -6.9% | 21,295 | $3.8M |
| MorganRosel Wealth Management, LLC | 1.24% | Reduce -4.5% | 21,294 | $3.8M |
| Tranquilli Financial Advisor LLC | 2.39% | Reduce -48.0% | 21,185 | $3.8M |
| Woodmont Investment Counsel LLC | 0.28% | Reduce -1.9% | 21,026 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Add +9.6% | 21,011 | $3.7M |
| Fluent Financial, LLC | 1.65% | Reduce -4.1% | 20,902 | $3.7M |
| Prospera Financial Services Inc | 0.09% | Reduce -25.1% | 20,767 | $3.7M |
| BridgePort Financial Solutions, LLC | 1.67% | — | 20,557 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -16.8% | 20,606 | $3.7M |
| Beacon Financial Advisory LLC | 1.19% | Add +6.5% | 20,465 | $3.6M |
| Silverlake Wealth Management LLC | 1.41% | Add +6.3% | 20,430 | $3.6M |
| Interchange Capital Partners, LLC | 1.32% | Reduce -2.1% | 20,369 | $3.6M |
| Mosley Wealth Management | 2.23% | Add +7.0% | 19,706 | $3.6M |
| Bedel Financial Consulting, Inc. | 0.50% | Add +1.8% | 19,537 | $3.6M |
| Peddock Capital Advisors, LLC | 0.86% | Add +4.2% | 20,080 | $3.6M |
| Robinson Smith Wealth Advisors LLC | 3.03% | Add +0.9% | 20,073 | $3.6M |
| RCS Financial Planning, LLC | 1.90% | Add +19.1% | 20,043 | $3.6M |
| Delta Wealth Advisors LLC | 3.35% | Reduce -24.0% | 19,968 | $3.6M |
| Vise Technologies, Inc. | 0.30% | Add +582.3% | 19,956 | $3.6M |
| Quent Capital, LLC | 0.37% | Reduce -2.8% | 19,956 | $3.6M |
| Institute for Wealth Management, LLC. | 0.44% | Reduce -7.8% | 19,890 | $3.5M |
| Farrell Financial LLC | 2.49% | Add +0.4% | 19,521 | $3.5M |
| Mather Group, Llc. | 0.04% | Add +1.0% | 19,468 | $3.5M |
| Providence First Trust Co | 1.30% | Add +1.5% | 19,353 | $3.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.7% | 19,169 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +7.0% | 19,125 | $3.4M |
| Bison Wealth, LLC | 0.75% | Add +21.6% | 19,062 | $3.4M |
| Summit Financial, LLC | 0.12% | Add +222.0% | 18,963 | $3.4M |
| Principal Financial Group Inc. | 0.00% | Add +91.0% | 18,893 | $3.4M |
| 10Elms LLP | 4.15% | — | 18,617 | $3.3M |
| Concorde Asset Management, LLC | 1.71% | Reduce -0.9% | 18,460 | $3.3M |
| Bush Investment Group, LLC | 2.53% | Add +6.1% | 18,206 | $3.2M |
| Bison Wealth, LLC | 0.40% | — | 18,156 | $3.2M |
| Mayfair Advisory Group, LLC | 1.90% | Reduce -0.2% | 18,156 | $3.2M |
| Wells Financial Advisors INC | 4.41% | Add +7.5% | 18,154 | $3.2M |
| American Money Management, LLC | 0.63% | Add +16.5% | 18,102 | $3.2M |
| United Advisor Group, LLC | 0.64% | Add +0.7% | 18,060 | $3.2M |
| RHS Financial, LLC | 1.65% | Reduce -4.5% | 17,869 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -12.5% | 17,778 | $3.2M |
| Maripau Wealth Management LLC | 1.86% | Reduce -31.0% | 17,649 | $3.1M |
| Tarbox Family Office, Inc. | 0.52% | Reduce -0.9% | 17,642 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Reduce -0.7% | 17,548 | $3.1M |
| Dakota Wealth Management | 0.07% | Reduce -9.3% | 17,427 | $3.1M |
| Macroview Investment Management LLC | 3.13% | Add +2.9% | 17,317 | $3.1M |
| Dorsey Wright & Associates | 0.74% | Reduce -1.6% | 17,313 | $3.1M |
| Bristlecone Advisors, LLC | 0.24% | Add +0.3% | 17,214 | $3.1M |
| Greenleaf Trust | 0.03% | Reduce -10.4% | 16,862 | $3.0M |
| Elk River Wealth Management LLC | 0.54% | No change | 16,800 | $3.0M |
| CGC Financial Services, LLC | 1.19% | Add +3104.6% | 16,728 | $3.0M |
| Trust Co | 0.34% | Add +3.0% | 16,629 | $3.0M |
| Fullcircle Wealth LLC | 1.21% | Add +11.1% | 15,898 | $3.0M |
| Hobbs Group Advisors, LLC | 1.11% | Reduce -64.3% | 16,546 | $2.9M |
| Dohj, LLC | 0.68% | Add +1.3% | 16,513 | $2.9M |
| Absolute Capital Management, LLC | 1.61% | Reduce -20.4% | 16,331 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.18% | Reduce -10.7% | 16,306 | $2.9M |
| Wise Wealth Partners | 7.11% | — | 16,196 | $2.9M |
| Optivise Advisory Services LLC | 1.55% | Reduce -0.8% | 16,193 | $2.9M |
| Carr Financial Group Corp | 0.90% | Reduce -3.3% | 16,079 | $2.9M |
| Commonwealth Retirement Investments LLC | 1.17% | Add +4.2% | 15,988 | $2.8M |
| Trademark Financial Management, LLC | 2.26% | Reduce -52.6% | 15,961 | $2.8M |
| Alpha Zero LLC | 2.16% | — | 15,899 | $2.8M |
| Transcend Capital Advisors, LLC | 0.20% | Reduce -18.6% | 15,844 | $2.8M |
| Creative Financial Designs Inc. | 0.23% | Add +1.3% | 15,836 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Add +1.2% | 15,733 | $2.8M |
| Redwood Investment Management, LLC | 0.27% | Add +4.9% | 15,679 | $2.8M |
| Aspire Private Capital, LLC | 0.69% | Add +22.8% | 15,560 | $2.8M |
| CFM Wealth Partners LLC | 0.47% | Add +10.0% | 15,553 | $2.8M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +4.0% | 15,480 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.90% | Add +10.4% | 15,454 | $2.8M |
| Triumph Capital Management | 0.93% | Add +2.1% | 15,307 | $2.7M |
| Blalock Williams, LLC | 3.16% | — | 15,263 | $2.7M |
| Clearview Wealth Advisors LLC | 2.07% | Add +1.9% | 15,261 | $2.7M |
| Venturi Wealth Management, LLC | 0.13% | Reduce -7.7% | 15,249 | $2.7M |
| Essential Planning, LLC. | 0.02% | New | 14,885 | $2.7M |
| Regimen Wealth, LLC | 0.88% | Reduce -8.0% | 15,165 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | Add +1.4% | 15,079 | $2.7M |
| Vermillion & White Wealth Management Group, LLC | 1.97% | Reduce -53.1% | 14,979 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.18% | Reduce -22.4% | 14,828 | $2.6M |
| Sutton Place Investors LLC | 1.52% | Add +1.8% | 14,730 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.50% | Add +0.3% | 14,627 | $2.6M |
| WealthPLAN Partners, LLC | 0.37% | Reduce -1.6% | 14,614 | $2.6M |
| Apex Wealth Management, LLC | 2.24% | — | 14,593 | $2.6M |
| Marks Group Wealth Management, Inc | 0.26% | Reduce -1.3% | 14,564 | $2.6M |
| Market Street Wealth Management Advisors LLC | 0.43% | Reduce -7.5% | 14,436 | $2.6M |
| Acorn Wealth Advisors, LLC | 1.06% | Add +2.8% | 14,369 | $2.6M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -4.0% | 14,360 | $2.6M |
| Smartleaf Asset Management LLC | 0.26% | Reduce -8.2% | 14,155 | $2.5M |
| Flywheel Private Wealth LLC | 2.31% | — | 14,140 | $2.5M |
| Arete Wealth Advisors, LLC | 0.18% | Reduce -25.2% | 13,983 | $2.5M |
| Shepherd Financial Partners LLC | 0.30% | Reduce -10.9% | 13,917 | $2.5M |
| Mission Wealth Management, LP | 0.06% | Add +6.4% | 13,870 | $2.5M |
| Thrive Wealth Management, LLC | 0.44% | Add +5.9% | 13,802 | $2.5M |
| Smart Money Group LLC | 0.85% | Reduce -0.0% | 13,786 | $2.5M |
| Pinebridge Investments, L.P. | 0.02% | Reduce -24.1% | 13,766 | $2.5M |
| Colton Groome Financial Advisors, LLC | 0.94% | Reduce -28.6% | 13,746 | $2.4M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -12.9% | 13,613 | $2.4M |
| Private Client Services, LLC | 1.31% | Add +22.4% | 13,643 | $2.4M |
| Flagstar Securities, Inc. | 0.60% | Reduce -1.7% | 13,617 | $2.4M |
| AQR Capital Management | 0.00% | Add +9.0% | 13,529 | $2.4M |
| Peak Financial Advisors LLC | 1.25% | Add +1.6% | 13,452 | $2.4M |
| Private Capital Management LLC | 0.48% | Reduce -13.2% | 13,427 | $2.4M |
| Wesbanco Bank Inc. | 0.08% | Add +16.3% | 13,352 | $2.4M |
| Agilis Partners LLC | 0.71% | Reduce -1.7% | 13,315 | $2.4M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.50% | Reduce -6.4% | 13,297 | $2.4M |
| Bulltick Wealth Management, LLC | 0.55% | Add +33.8% | 13,200 | $2.4M |
| Retirement Wealth Solutions LLC | 1.98% | — | 13,279 | $2.3M |
| Novem Group | 0.35% | — | 13,142 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +21.6% | 13,103 | $2.3M |
| Elevated Capital Advisors, LLC | 0.64% | Reduce -46.4% | 13,093 | $2.3M |
| W Advisors, LLC | 1.44% | Add +9.4% | 13,073 | $2.3M |
| Clear Creek Financial Management, LLC | 0.25% | Add +8.4% | 13,070 | $2.3M |
| Gryphon Financial Partners LLC | 0.33% | Add +23.2% | 13,068 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | No change | 13,000 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.20% | Add +15.8% | 12,964 | $2.3M |
| BCU Wealth Advisors, LLC | 1.31% | Add +3.2% | 12,888 | $2.3M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -2.9% | 12,821 | $2.3M |
| LifePlan Investment Advisors, Inc. | 1.41% | Add +9.0% | 12,812 | $2.3M |
| Ellis Investment Partners, LLC | 0.45% | Add +13.1% | 12,785 | $2.3M |
| RMR Capital Management, LLC | 1.69% | Reduce -0.8% | 12,777 | $2.3M |
| Almanack Investment Partners, LLC. | 0.35% | Reduce -0.1% | 12,650 | $2.3M |
| Verdence Capital Advisors LLC | 0.18% | Add +15.8% | 12,613 | $2.2M |
| Flow Traders U.S. LLC | 0.09% | Reduce -0.5% | 12,478 | $2.2M |
| First Hawaiian Bank | 0.07% | Add +8.4% | 12,353 | $2.2M |
| Waypoint Wealth Partners Inc. | 0.59% | Add +0.2% | 12,250 | $2.2M |
| Bestgate Wealth Advisors, LLC | 4.34% | — | 12,142 | $2.2M |
| Mattson Financial Services, LLC | 0.68% | Reduce -3.5% | 11,977 | $2.1M |
| BigSur Wealth Management LLC | 0.61% | No change | 12,000 | $2.1M |
| RDA Financial Network | 0.62% | Add +27.4% | 11,941 | $2.1M |
| Exencial Wealth Advisors, LLC | 0.08% | Reduce -1.4% | 11,905 | $2.1M |
| Argent Trust Co | 0.09% | Add +1.6% | 11,813 | $2.1M |
| Unique Wealth, LLC | 0.44% | Add +12.0% | 11,775 | $2.1M |
| Vision Capital Management, Inc. | 0.31% | No change | 11,736 | $2.1M |
| Sovereign Financial Group, Inc. | 0.48% | Reduce -3.7% | 11,633 | $2.1M |
| Provident Investment Management, Inc. | 0.20% | Add +8.5% | 11,609 | $2.1M |
| Lion Street Advisors, LLC | 0.66% | Add +24.2% | 11,539 | $2.1M |
| Sheridan Capital Management, LLC | 1.44% | Add +0.6% | 11,532 | $2.1M |
| Carnegie Investment Counsel | 0.06% | Add +0.4% | 11,445 | $2.0M |
| Tranquility Partners, LLC | 0.77% | Reduce -0.8% | 11,438 | $2.0M |
| Anchor Pointe Wealth Management, LLC | 2.63% | — | 11,315 | $2.0M |
| Lionsbridge Wealth Management LLC | 1.69% | Reduce -6.5% | 11,322 | $2.0M |
| Fort Sheridan Advisors LLC | 0.29% | Add +3.8% | 11,322 | $2.0M |
| Wallace Advisory Group, LLC | 1.39% | Reduce -3.0% | 11,242 | $2.0M |
| Central Pacific Bank - Trust Division | 0.28% | Add +0.1% | 11,316 | $2.0M |
| New Century Financial Group, LLC | 0.84% | Reduce -28.1% | 11,053 | $2.0M |
| Marshall Financial Group, LLC | 0.48% | Reduce -2.5% | 11,082 | $2.0M |
| Jackson Wealth Management, LLC | 0.22% | Add +4.3% | 11,019 | $2.0M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.0M |
| Hutchens & Kramer Investment Management Group, LLC | 1.05% | Add +3.0% | 10,811 | $1.9M |
| TFC Financial Management, Inc. | 0.30% | Reduce -0.4% | 10,742 | $1.9M |
| Betterment LLC | 0.00% | Reduce -4.9% | 10,712 | $1.9M |
| Midwest Heritage Bank, FSB | 0.88% | Reduce -7.5% | 10,710 | $1.9M |
| North Star Asset Management Inc. | 0.08% | No change | 10,617 | $1.9M |
| Level Financial Advisors | 0.69% | Reduce -1.6% | 10,551 | $1.9M |
| Matauro, LLC | 0.41% | — | 10,537 | $1.9M |
| Global Financial Private Client, LLC | 0.70% | Reduce -1.5% | 10,460 | $1.9M |
| Raleigh Capital Management Inc. | 0.72% | Add +1.5% | 10,441 | $1.9M |
| Merkkuri Wealth Advisors LLC | 1.46% | Add +10.5% | 10,389 | $1.9M |
| Cooper Financial Group | 0.22% | Add +21.7% | 10,377 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.34% | Add +1.0% | 10,361 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +3.3% | 10,355 | $1.8M |
| Essex Financial Services, Inc. | 0.13% | Reduce -3.9% | 10,355 | $1.8M |
| Alta Wealth Advisors LLC | 0.80% | Add +8.9% | 10,323 | $1.8M |
| Fairvoy Private Wealth, LLC | 0.48% | — | 10,234 | $1.8M |
| Paladin Wealth, LLC | 1.57% | Reduce -1.1% | 10,222 | $1.8M |
| MKT Advisors LLC | 0.79% | Reduce -1.4% | 10,070 | $1.8M |
| PFG Investments, LLC | 0.11% | Add +6.1% | 10,177 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.25% | — | 10,123 | $1.8M |
| Catalina Capital Group, LLC | 0.59% | Add +1.9% | 10,079 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Add +180.9% | 10,069 | $1.8M |
| Brighton Jones LLC | 0.05% | Add +25.3% | 10,028 | $1.8M |
| Simplicity Wealth,LLC | 0.37% | Reduce -77.0% | 10,014 | $1.8M |
| Elios Financial Group Inc. | 0.84% | Reduce -0.4% | 9,937 | $1.8M |
| Journey Strategic Wealth LLC | 0.07% | Add +7.6% | 9,911 | $1.8M |
| VestGen Investment Management | 0.48% | Reduce -14.8% | 9,889 | $1.8M |
| StoneX Group Inc. | 0.10% | Add +81.0% | 9,799 | $1.7M |
| John W. Brooker & Co., CPAs | 0.75% | Add +0.0% | 9,773 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.18% | Add +0.9% | 9,716 | $1.7M |
| Alliance Wealth Advisors, LLC | 0.45% | Reduce -62.4% | 9,702 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -2.0% | 9,675 | $1.7M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +5.4% | 9,654 | $1.7M |
| Abel Hall, LLC | 1.09% | No change | 9,609 | $1.7M |
| SG Americas Securities, LLC | 0.01% | New | 9,461 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.05% | Add +6.1% | 9,397 | $1.7M |
| Keel Point, LLC | 0.13% | Add +3.1% | 9,385 | $1.7M |
| Vantage Point Financial LLC | 0.90% | — | 9,379 | $1.7M |
| NorthRock Partners, LLC | 0.05% | Reduce -23.2% | 9,365 | $1.7M |
| Alteri Wealth LLC | 0.46% | — | 9,339 | $1.7M |
| L.M. Kohn & Company | 0.42% | Add +42.6% | 9,208 | $1.6M |
| KCM Investment Advisors LLC | 0.06% | Reduce -0.2% | 9,194 | $1.6M |
| Union Bancaire Privee, UBP SA | 0.03% | — | 9,129 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Add +2.0% | 9,151 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +13.6% | 9,142 | $1.6M |
| Diversified Enterprises, LLC | 0.16% | Reduce -2.2% | 9,107 | $1.6M |
| New Republic Capital, LLC | 1.06% | Add +4.2% | 9,082 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +45.2% | 8,966 | $1.6M |
| Arcadia Wealth Management, LLC | 0.80% | Add +2.6% | 8,917 | $1.6M |
| Mattern Wealth Management LLC | 0.35% | Reduce -2.7% | 8,913 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.24% | Reduce -3.6% | 8,905 | $1.6M |
| Curtis Advisory Group, LLC | 0.42% | Add +4.1% | 8,886 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.6% | 8,880 | $1.6M |
| Noble Wealth Management PBC | 1.09% | — | 8,854 | $1.6M |
| Resurgent Financial Advisors LLC | 0.92% | Add +14.1% | 8,768 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -22.3% | 8,717 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.50% | Add +0.9% | 8,718 | $1.6M |
| Retirement Planning Group, LLC / NY | 1.71% | — | 8,705 | $1.6M |
| Retirement Planning Group, LLC | 0.08% | Reduce -0.8% | 8,694 | $1.5M |
| Tortoise Investment Management, LLC | 0.16% | Add +4.3% | 8,679 | $1.5M |
| Clarendon Private LLC | 1.60% | — | 8,605 | $1.5M |
| FWG Investments, LLC. | 1.18% | Add +30.4% | 8,561 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +7.1% | 8,489 | $1.5M |
| Two West Capital Advisors LLC | 1.27% | Add +31.5% | 8,349 | $1.5M |
| Financial Insights, Inc. | 0.57% | Reduce -32.5% | 8,343 | $1.5M |
| Pinion Investment Advisors, LLC | 0.59% | Add +30.0% | 8,341 | $1.5M |
| Mainstream Capital Management LLC | 1.03% | Add +2.7% | 8,290 | $1.5M |
| Bailard, Inc. | 0.04% | Add +3.0% | 8,250 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.05% | Add +2.7% | 8,248 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -2.5% | 8,192 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.79% | Reduce -9.4% | 8,205 | $1.5M |
| Madison Asset Management, LLC | 0.02% | No change | 8,162 | $1.5M |
| Madison Investment Advisors, LLC | 0.02% | — | 8,162 | $1.5M |
| Arkadios Wealth Advisors | 0.08% | Reduce -0.2% | 8,161 | $1.5M |
| Haverford Financial Services, Inc. | 0.44% | No change | 8,140 | $1.4M |
| Talisman Wealth Advisors LLC | 1.53% | Reduce -18.8% | 8,104 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +2.3% | 8,086 | $1.4M |
| Benningfield Financial Advisors, LLC | 1.41% | — | 8,077 | $1.4M |
| DHK Financial Advisors, Inc. | 0.87% | New | 8,066 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | Reduce -11.2% | 8,061 | $1.4M |
| LexAurum Advisors, LLC | 0.28% | Add +0.2% | 8,014 | $1.4M |
| Cozad Asset Management Inc. | 0.13% | Reduce -1.8% | 7,988 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.37% | Reduce -0.8% | 7,973 | $1.4M |
| American Trust | 0.11% | Reduce -57.9% | 7,931 | $1.4M |
| Parsons Capital Management Inc. | 0.08% | No change | 7,899 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 7,794 | $1.4M |
| OneAscent Financial Services LLC | 0.12% | New | 7,753 | $1.4M |
| CPC Advisors, LLC | 0.19% | Add +9.0% | 7,744 | $1.4M |
| First Financial Bank - Trust Division | 0.13% | Reduce -1.3% | 7,732 | $1.4M |
| Elevate Capital Advisors, LLC | 1.21% | — | 7,710 | $1.4M |
| Arax Advisory Partners | 0.09% | Add +1166.7% | 7,651 | $1.4M |
| Tempus Wealth Planning, LLC | 0.42% | Add +18.0% | 7,634 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.64% | Reduce -3.2% | 7,629 | $1.4M |
| WealthTrak Capital Management LLC | 1.15% | — | 7,622 | $1.4M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -4.6% | 7,575 | $1.3M |
| Soltis Investment Advisors LLC | 0.12% | Add +4.2% | 7,568 | $1.3M |
| Columbus Macro, LLC | 0.19% | Add +47.4% | 7,541 | $1.3M |
| MBE Wealth Management, LLC | 0.76% | Add +0.0% | 7,530 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.18% | No change | 7,515 | $1.3M |
| Atlatl Advisers LLC | 0.78% | — | 7,504 | $1.3M |
| Latitude Advisors, LLC | 0.75% | Add +11.1% | 7,474 | $1.3M |
| FourThought Financial Partners, LLC | 0.14% | Add +0.1% | 7,461 | $1.3M |
| QRG Capital Management, Inc. | 0.01% | Add +20.5% | 7,451 | $1.3M |
| Ehrlich Financial Group | 0.94% | Reduce -80.8% | 7,417 | $1.3M |
| Clarity Capital Partners LLC | 0.68% | Reduce -5.5% | 7,413 | $1.3M |
| Transce3nd, LLC | 0.45% | — | 7,398 | $1.3M |
| Accelerate Investment Advisors LLC | 1.16% | Add +20.4% | 7,360 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -2.8% | 7,323 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -77.3% | 7,300 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -3.9% | 7,248 | $1.3M |
| Riverchase Wealth Management, LLC | 0.95% | — | 7,149 | $1.3M |
| Dentgroup LLC | 0.97% | Add +4.8% | 7,126 | $1.3M |
| Patton Albertson Miller Group, LLC | 0.17% | Add +28.7% | 7,094 | $1.3M |
| Fortress Private Ledger, LLC | 0.77% | — | 7,091 | $1.3M |
| Portside Wealth Group, LLC | 0.21% | Reduce -54.6% | 7,067 | $1.3M |
| Semmax Financial Advisors Inc. | 0.34% | Add +7.2% | 6,760 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +1.0% | 7,033 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -55.4% | 6,962 | $1.2M |
| WT Wealth Management | 0.38% | Reduce -3.1% | 6,878 | $1.2M |
| Ardent Capital Management, Inc. | 0.56% | No change | 6,874 | $1.2M |
| Schrum Private Wealth Management LLC | 1.04% | Reduce -31.7% | 6,863 | $1.2M |
| Glen Eagle Advisors, LLC | 0.20% | Add +14.4% | 6,850 | $1.2M |
| Nikulski Financial, Inc. | 0.36% | No change | 6,849 | $1.2M |
| Claris Financial LLC | 0.80% | — | 6,835 | $1.2M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -4.2% | 6,828 | $1.2M |
| Prudential PLC | 0.01% | Reduce -43.9% | 6,806 | $1.2M |
| JFS Wealth Advisors, LLC | 0.08% | Add +5.8% | 6,804 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Reduce -0.0% | 6,771 | $1.2M |
| Dana Investment Advisors, Inc. | 0.04% | Add +14.5% | 6,753 | $1.2M |
| Blue Oak Capital, LLC | 0.73% | — | 6,748 | $1.2M |
| Avantra Family Wealth, Inc. | 1.12% | — | 6,707 | $1.2M |
| Everpar Advisors LLC | 0.60% | Add +7.8% | 6,684 | $1.2M |
| Raab & Moskowitz Asset Management LLC | 0.29% | Reduce -2.7% | 6,678 | $1.2M |
| Opulen Financial Group LLC | 1.08% | — | 6,675 | $1.2M |
| Certior Financial Group, LLC | 1.05% | — | 6,616 | $1.2M |
| JT Stratford LLC | 0.19% | Reduce -19.9% | 6,595 | $1.2M |
| Saiph Capital, LLC | 0.53% | No change | 6,557 | $1.2M |
| Kovack Advisors, Inc. | 0.11% | Add +7.4% | 6,439 | $1.1M |
| Syntax Research, Inc. | 0.82% | Add +0.5% | 6,424 | $1.1M |
| Lake Street Private Wealth, LLC | 0.18% | Add +32.5% | 6,314 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.0% | 6,290 | $1.1M |
| Stephens Consulting, LLC | 0.28% | No change | 6,284 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +5.3% | 6,266 | $1.1M |
| Glenview Trust Co | 0.02% | No change | 6,263 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Reduce -0.4% | 6,248 | $1.1M |
| Eagle Ridge Investment Management | 0.10% | Reduce -0.8% | 6,234 | $1.1M |
| Meridian Investment Counsel Inc. | 0.33% | No change | 6,234 | $1.1M |
| Maiden Cove Capital, LLC | 1.70% | Reduce -4.0% | 6,227 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +34.1% | 6,219 | $1.1M |
| Bernardo Wealth Planning LLC | 0.26% | Reduce -0.7% | 6,252 | $1.1M |
| Atticus Wealth Management, LLC | 0.34% | Add +4.4% | 6,177 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +3.2% | 6,151 | $1.1M |
| World Equity Group, Inc. | 0.23% | Add +62.9% | 6,124 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.71% | Add +35.9% | 6,120 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.6% | 6,109 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -65.6% | 6,095 | $1.1M |
| Ergawealth Advisors, Inc. | 0.54% | Reduce -7.8% | 6,081 | $1.1M |
| G&S Capital LLC | 0.45% | Reduce -3.4% | 6,077 | $1.1M |
| Abundance Wealth Counselors | 0.23% | No change | 6,051 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.23% | Add +0.0% | 6,016 | $1.1M |
| YANKCOM Partnership | 0.57% | — | 6,000 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -74.3% | 5,988 | $1.1M |
| Ipsen Advisor Group LLC | 0.91% | — | 5,986 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Add +22.8% | 5,984 | $1.1M |
| L & S Advisors Inc | 0.13% | Add +0.5% | 5,942 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.15% | Add +6.8% | 5,918 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Add +1.4% | 5,909 | $1.1M |
| Drive Wealth Management, LLC | 0.26% | Add +9.0% | 5,894 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +10.9% | 5,868 | $1.0M |
| Ibex Wealth Advisors | 0.12% | New | 5,837 | $1.0M |
| Meridian Financial Partners LLC | 0.55% | No change | 5,826 | $1.0M |
| Sound Income Strategies, LLC | 0.06% | Add +5.8% | 5,814 | $1.0M |
| WASHINGTON TRUST Co | 0.04% | No change | 5,811 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.09% | No change | 5,801 | $1.0M |
| Allen Capital Group, LLC | 0.13% | No change | 5,769 | $1.0M |
| Allegheny Financial Group | 0.26% | Add +0.3% | 5,732 | $1.0M |
| FLP Wealth Management, LLC | 2.61% | — | 5,731 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +15.5% | 5,678 | $1.0M |
| LPWM LLC | 0.32% | Add +13.8% | 5,677 | $1.0M |
| Wealth Dimensions Group, Ltd. | 0.25% | Reduce -6.6% | 5,673 | $1.0M |
| Commons Capital, LLC | 0.91% | New | 5,637 | $1.0M |
| Mattern Capital Management, LLC | 0.13% | Reduce -35.0% | 5,628 | $1.0M |
| Asset Allocation Strategies LLC | 0.24% | Add +4.4% | 5,436 | $999K |
| Investors Research Corp | 0.22% | Add +4.6% | 5,548 | $988K |
| Violich Capital Management, Inc. | 0.13% | Reduce -55.3% | 5,540 | $987K |
| Seneschal Advisors, LLC | 0.82% | — | 5,516 | $982K |
| Kelly Financial Group LLC | 0.35% | — | 5,501 | $980K |
| LGT Financial Advisors LLC | 2.15% | Add +31.8% | 5,457 | $972K |
| Pines Wealth Management, LLC | 0.42% | — | 5,510 | $972K |
| Fiduciary Trust Co | 0.01% | Add +2.1% | 5,448 | $970K |
| Alpha Financial Partners LLC | 0.77% | Reduce -85.9% | 5,442 | $969K |
| Semus Wealth Partners LLC | 0.64% | Add +13.3% | 5,405 | $963K |
| Investment Advisory Group, LLC | 0.32% | Add +0.0% | 5,389 | $960K |
| Oxford Financial Group, LTD. LLC | 0.06% | Add +48.0% | 5,361 | $955K |
| Belpointe Asset Management LLC | 0.06% | Add +2.2% | 5,346 | $950K |
| Gibbs Wealth Management | 0.26% | Add +8.5% | 5,309 | $945K |
| FLC Capital Advisors | 0.22% | Add +6.5% | 5,303 | $944K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 5,302 | $944K |
| GK Wealth Management LLC | 1.19% | — | 5,271 | $939K |
| Lifeworks Advisors, LLC | 0.17% | Add +9.4% | 5,257 | $936K |
| FRG Family Wealth Advisors LLC | 0.17% | Add +18.0% | 5,245 | $934K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +79.5% | 5,221 | $930K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 733 | $929K |
| Wolff Financial Management LLC | 0.26% | Reduce -8.8% | 5,213 | $928K |
| TRUE Private Wealth Advisors | 0.11% | Reduce -58.8% | 5,172 | $921K |
| Coordinated Financial Services, Inc. | 0.72% | — | 5,129 | $913K |
| CIBC Private Wealth Group LLC | 0.00% | Add +10.1% | 5,047 | $903K |
| First American Bank | 0.06% | Reduce -6.5% | 5,069 | $903K |
| Genesis Wealth Advisors, LLC | 0.78% | — | 5,041 | $898K |
| Cloverfields Capital Group, LP | 0.29% | No change | 4,992 | $889K |
| Savvy Advisors, Inc. | 0.11% | Add +0.7% | 4,980 | $887K |
| MSH Capital Advisors LLC | 0.28% | Add +5.2% | 4,977 | $886K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.5% | 4,920 | $876K |
| GC Wealth Management RIA, LLC | 0.15% | Add +4.9% | 4,917 | $876K |
| Altus Wealth Group LLC | 0.39% | Reduce -2.2% | 4,901 | $873K |
| Sonoma Private Wealth LLC | 1.41% | Add +3.9% | 4,900 | $873K |
| Lord & Richards Wealth Management, LLC | 1.83% | — | 4,878 | $869K |
| Herold Advisors, Inc. | 0.19% | Add +41.2% | 4,863 | $866K |
| Horan Securities, Inc. | 0.33% | Reduce -2.4% | 4,831 | $860K |
| Clarity Financial LLC | 0.10% | Add +2.4% | 4,818 | $858K |
| Bessemer Group Inc. | 0.00% | Add +14.8% | 4,812 | $857K |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -45.1% | 4,809 | $856K |
| Destiny Wealth Partners, LLC | 0.14% | Add +5.7% | 4,786 | $852K |
| Viawealth, LLC | 0.51% | Reduce -16.3% | 4,745 | $845K |
| Beck Capital Management, LLC | 0.22% | Reduce -0.8% | 4,741 | $844K |
| Soundwatch Capital LLC | 0.09% | Add +34.1% | 4,730 | $842K |
| Peninsula Wealth, LLC | 0.14% | Reduce -2.0% | 4,698 | $837K |
| Quantum Portfolio Management LLC | 0.45% | Add +2.5% | 4,673 | $832K |
| MFA Wealth Services | 0.66% | — | 4,650 | $828K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -47.6% | 4,647 | $828K |
| Empirical Asset Management, LLC | 0.27% | Add +0.2% | 4,642 | $827K |
| Novus Advisors, LLC | 0.82% | — | 4,636 | $826K |
| Financial Gravity Companies, Inc. | 0.19% | Reduce -3.2% | 4,611 | $821K |
| Advisors Capital Management, LLC | 0.01% | Add +3.6% | 4,605 | $820K |
| Kintra Wealth, LLC | 0.56% | Add +4.9% | 4,517 | $804K |
| Advisory Alpha, LLC | 0.03% | Add +6.5% | 4,490 | $800K |
| Kellett Wealth Advisors, LLC | 0.55% | Add +70.6% | 4,469 | $796K |
| Lebenthal Global Advisors, LLC | 0.15% | Reduce -0.8% | 4,461 | $794K |
| Trace Wealth Advisors, LLC | 0.71% | — | 4,434 | $790K |
| NWF Advisory Services Inc. | 0.11% | Add +76.7% | 4,341 | $773K |
| Axim Planning & Wealth | 0.80% | Add +48.1% | 4,227 | $753K |
| Rainier Family Wealth Inc. | 0.91% | — | 4,226 | $753K |
| Pasadena Private Wealth, LLC | 0.15% | Add +6.1% | 4,226 | $753K |
| Global Trust Asset Management, LLC | 0.29% | Add +41.5% | 4,225 | $752K |
| Paulson Wealth Management Inc. | 0.21% | No change | 4,222 | $752K |
| Empower Advisory Group, LLC | 0.00% | Add +37.4% | 4,122 | $734K |
| Goelzer Investment Management, Inc. | 0.04% | No change | 4,111 | $732K |
| Private Portfolio Partners LLC | 0.13% | Add +1.7% | 4,095 | $729K |
| WR Wealth Planners, LLC | 0.23% | Reduce -56.7% | 4,083 | $727K |
| FineMark National Bank & Trust | 0.03% | Add +29.3% | 4,043 | $720K |
| Allie Family Office LLC | 0.40% | Reduce -7.6% | 4,024 | $717K |
| Accredited Investor Services, LLC | 0.57% | — | 4,008 | $714K |
| New England Professional Planning Group Inc. | 0.36% | Add +0.2% | 4,004 | $713K |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Add +24.2% | 3,986 | $710K |
| Painted Porch Advisors LLC | 0.35% | Add +60.5% | 3,970 | $707K |
| Tyche Wealth Partners LLC | 0.15% | Add +0.6% | 3,930 | $700K |
| 4J Wealth Management LLC | 0.56% | Reduce -5.9% | 3,908 | $696K |
| Wealthfront Advisers LLC | 0.00% | Add +9.2% | 3,906 | $696K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.5% | 3,844 | $685K |
| NCM Capital Management, LLC | 0.31% | No change | 3,839 | $684K |
| Investment Planning Advisors, Inc. | 0.30% | Add +25.8% | 3,831 | $682K |
| Fulcrum Equity Management | 0.67% | Reduce -0.3% | 3,828 | $682K |
| Bleakley Financial Group, LLC | 0.02% | Add +10.6% | 3,803 | $677K |
| IPG Investment Advisors LLC | 0.15% | Reduce -4.4% | 3,796 | $676K |
| Yarger Wealth Strategies, LLC | 0.39% | Add +0.3% | 3,781 | $673K |
| Cherry Tree Wealth Management, LLC | 0.17% | Add +5.7% | 3,757 | $669K |
| Financial Sense Advisors, Inc. | 0.22% | Reduce -15.8% | 3,732 | $665K |
| PUREfi Wealth, LLC | 0.65% | — | 3,717 | $662K |
| Moulton Wealth Management, Inc. | 0.51% | Add +10.7% | 3,713 | $661K |
| Moss Adams Wealth Advisors LLC | 0.07% | Reduce -1.8% | 3,687 | $657K |
| Firestone Capital Management | 0.16% | Add +0.3% | 3,676 | $655K |
| D'Orazio & Associates, Inc. | 0.10% | Add +8.3% | 3,654 | $651K |
| Fortis Advisors, LLC | 0.43% | Add +11.7% | 3,652 | $650K |
| Ledyard National Bank | 0.06% | Reduce -14.9% | 3,633 | $647K |
| MBL Wealth, LLC | 0.06% | No change | 3,620 | $645K |
| Diversified Trust Co. | 0.02% | Reduce -1.7% | 3,620 | $645K |
| Warren Street Wealth Advisors, LLC | 0.26% | Reduce -3.1% | 3,604 | $642K |
| Aspire Capital Advisors LLC | 0.18% | New | 3,592 | $640K |
| Boston Trust Walden Corp | 0.00% | No change | 3,590 | $639K |
| Busey Bank | 0.02% | Reduce -15.0% | 3,582 | $638K |
| Fifth Third Securities, Inc. | 0.05% | Add +20.2% | 3,568 | $635K |
| Commerce Bank | 0.00% | No change | 3,517 | $626K |
| Planned Solutions, Inc. | 0.25% | Add +117.4% | 3,491 | $622K |
| TFR Capital, LLC. | 0.31% | — | 3,477 | $619K |
| Procyon Advisors, LLC | 0.04% | Add +156.0% | 3,466 | $617K |
| Olde Wealth Management, LLC | 0.22% | No change | 3,427 | $610K |
| Strategic Financial Concepts, LLC | 0.12% | Add +23.1% | 3,404 | $606K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $605K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.26% | — | 3,362 | $599K |
| Palisade Asset Management, LLC | 0.06% | No change | 3,358 | $598K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -0.8% | 3,352 | $597K |
| Financial Counselors Inc. | 0.01% | Reduce -7.8% | 3,332 | $593K |
| Moors & Cabot, Inc. | 0.03% | Add +4.5% | 3,298 | $587K |
| TrueWealth Advisors, LLC | 0.20% | Add +6.5% | 3,294 | $587K |
| Sound Financial Strategies Group, LLC | 0.49% | Reduce -27.4% | 3,283 | $585K |
| Pinnacle Family Advisors, LLC | 0.28% | Reduce -1.5% | 3,258 | $580K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -1.0% | 3,244 | $578K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -17.7% | 3,235 | $576K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -44.6% | 3,223 | $574K |
| Gilliland Jeter Wealth Management LLC | 0.19% | Add +31.7% | 3,219 | $573K |
| International Assets Investment Management, LLC | 0.05% | New | 3,223 | $572K |
| LaSalle St. Investment Advisors, LLC | 0.18% | Add +7.8% | 3,214 | $572K |
| Heritage Family Offices, LLP | 0.28% | Add +13.5% | 3,197 | $569K |
| Sachetta, LLC | 0.22% | Add +0.5% | 3,187 | $567K |
| Octavia Wealth Advisors, LLC | 0.07% | Add +3.7% | 3,176 | $566K |
| Larson Financial Group LLC | 0.03% | Reduce -9.8% | 3,159 | $563K |
| Opes Wealth Management LLC | 0.12% | New | 3,156 | $562K |
| McAdam, LLC | 0.03% | Reduce -10.4% | 3,129 | $557K |
| Oliver Lagore Vanvalin Investment Group | 0.14% | Reduce -0.3% | 3,118 | $555K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $552K |
| Geller Advisors LLC | 0.04% | No change | 3,083 | $549K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | New | 3,083 | $549K |
| Wellment Financial | 0.69% | — | 3,075 | $548K |
| Fortune Financial Advisors, LLC | 0.50% | Add +0.0% | 3,061 | $545K |
| Aveo Capital Partners, LLC | 0.06% | Add +15.6% | 3,060 | $545K |
| Cary Street Partners Investment Advisory LLC | 0.36% | Reduce -2.4% | 3,052 | $544K |
| Inspire Advisors, LLC | 0.07% | Add +5.4% | 3,026 | $539K |
| Crew Capital Management, Ltd | 0.45% | New | 3,022 | $538K |
| Farnam Financial LLC | 0.56% | Reduce -3.5% | 3,006 | $535K |
| MJP Associates Inc. | 0.10% | Add +38.8% | 2,997 | $534K |
| Advisor OS, LLC | 0.06% | Add +38.8% | 2,997 | $534K |
| First Financial Group Corp | 0.59% | — | 2,995 | $533K |
| Nia Impact Advisors, LLC | 0.17% | No change | 2,994 | $533K |
| Vanguard Group Inc. | 0.00% | Add +18.0% | 2,986 | $532K |
| Rockbridge Investment Management, LCC | 0.07% | No change | 2,986 | $532K |
| True North Advisors, LLC | 0.12% | New | 2,975 | $530K |
| PKS Advisory Services, LLC | 0.13% | — | 2,970 | $529K |
| First National Trust Co | 0.02% | Reduce -26.3% | 2,968 | $529K |
| Millennium Management | 0.00% | Reduce -76.1% | 2,966 | $528K |
| Marcum Wealth, LLC | 0.05% | No change | 2,958 | $527K |
| Alpha Cubed Investments, LLC | 0.02% | Add +3.2% | 2,943 | $524K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,942 | $524K |
| Waterway Wealth Management, LLC | 0.23% | No change | 2,926 | $521K |
| Etesian Wealth Advisors, Inc. | 0.23% | Add +1.6% | 2,925 | $521K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -71.4% | 2,912 | $519K |
| International Private Wealth Advisors LLC | 0.51% | New | 2,900 | $516K |
| Fiduciary Alliance LLC | 0.05% | Reduce -4.0% | 2,877 | $512K |
| JDM Financial Group LLC | 0.27% | Add +197.7% | 2,870 | $511K |
| HCR Wealth Advisors | 0.06% | Add +79.8% | 2,838 | $505K |
| Advisor Resource Council | 0.36% | New | 2,816 | $501K |
| Elevate Wealth Advisory, Inc. | 0.38% | Add +34.7% | 2,813 | $501K |
| Ascentis Wealth Management, LLC | 0.17% | Reduce -29.5% | 2,796 | $498K |
| Legacy Trust | 0.11% | No change | 2,773 | $494K |
| Veridan Wealth LLC | 0.23% | — | 2,705 | $494K |
| Granite Bay Wealth Management, LLC | 0.18% | Reduce -5.5% | 2,771 | $493K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -3.8% | 2,768 | $493K |
| Waddell & Associates, LLC | 0.05% | Reduce -3.2% | 2,738 | $488K |
| Rathbones Group PLC | 0.00% | Reduce -7.2% | 2,729 | $486K |
| Delta Investment Management, LLC | 0.09% | Add +0.7% | 2,710 | $483K |
| Squarepoint Ops LLC | 0.00% | Reduce -51.0% | 2,705 | $482K |
| Avior Wealth Management, LLC | 0.02% | Add +30.7% | 2,697 | $480K |
| Fermata Advisors, LLC | 0.09% | Reduce -0.1% | 2,697 | $480K |
| SYM FINANCIAL Corp | 0.06% | Add +0.9% | 2,697 | $480K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Add +0.3% | 2,693 | $479K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -9.3% | 2,688 | $479K |
| Carolinas Wealth Consulting LLC | 0.09% | Add +0.3% | 2,685 | $478K |
| Atlas Brown,Inc. | 0.16% | Add +0.3% | 2,670 | $476K |
| Kraft Asset Management, LLC | 0.37% | No change | 2,641 | $474K |
| Disciplined Investments, LLC | 0.23% | No change | 2,644 | $471K |
| JPL Wealth Management, LLC | 0.13% | — | 2,642 | $471K |
| BBR Partners, LLC | 0.03% | No change | 2,642 | $470K |
| Victory Financial Group, LLC | 0.12% | — | 2,599 | $463K |
| Horan Capital Advisors, LLC. | 0.16% | No change | 2,592 | $462K |
| Davidson Trust Co. | 0.24% | Reduce -3.9% | 2,593 | $461K |
| Lansing Street Advisors | 0.16% | Add +0.3% | 2,588 | $461K |
| Quartz Partners, LLC | 0.28% | Reduce -14.0% | 2,584 | $460K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,580 | $459K |
| Zions Bancorporation, N.A. | 0.03% | No change | 2,578 | $459K |
| Meeder Advisory Services, Inc. | 0.03% | Reduce -3.8% | 2,578 | $459K |
| Willis Johnson & Associates, Inc. | 0.04% | Reduce -12.4% | 2,577 | $459K |
| Guerra Pan Advisors, LLC | 0.33% | No change | 2,575 | $459K |
| Calamos Wealth Management LLC | 0.02% | Add +5.7% | 2,564 | $457K |
| Citizens National Bank Trust Department | 0.10% | No change | 2,540 | $452K |
| San Luis Wealth Advisors LLC | 0.09% | Reduce -1.6% | 2,536 | $452K |
| Evoke Wealth, LLC | 0.01% | Add +31.7% | 2,514 | $448K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +8.9% | 2,505 | $446K |
| Riverbend Wealth Management, LLC | 0.39% | — | 2,484 | $443K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 2,482 | $442K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,477 | $441K |
| Cary Street Partners Financial LLC | 0.01% | — | 2,468 | $440K |
| Capital Asset Advisory Services LLC | 0.02% | Add +1.2% | 2,449 | $439K |
| GatePass Capital, LLC | 0.49% | — | 2,460 | $438K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -23.4% | 2,477 | $437K |
| Darden Wealth Group Inc | 0.30% | Reduce -2.9% | 2,446 | $436K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +1.6% | 2,426 | $432K |
| Sanchez Wealth Management Group | 0.12% | New | 2,424 | $432K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -8.5% | 2,422 | $431K |
| Strait & Sound Wealth Management LLC | 0.20% | Add +8.1% | 2,410 | $429K |
| LS Investment Advisors, LLC | 0.06% | No change | 2,405 | $428K |
| Win Advisors, Inc. | 0.21% | New | 2,395 | $427K |
| Lodestone Wealth Management LLC | 0.21% | No change | 2,393 | $426K |
| Gemmer Asset Management LLC | 0.04% | No change | 2,389 | $425K |
| Fulton Bank, N.A. | 0.02% | No change | 2,382 | $424K |
| Winebrenner Capital Management LLC | 0.33% | — | 2,381 | $424K |
| Trust Co. of Vermont | 0.02% | Reduce -2.8% | 2,372 | $422K |
| Independence Bank of Kentucky | 0.06% | Add +10.3% | 2,367 | $422K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +2.1% | 2,341 | $417K |
| Exchange Bank | 0.33% | Add +6.8% | 2,332 | $415K |
| Edgestream Partners, L.P. | 0.02% | Reduce -48.3% | 2,323 | $414K |
| Leo Wealth, LLC | 0.04% | No change | 2,317 | $413K |
| Florida Financial Advisors, LLC | 0.18% | Add +2.9% | 2,315 | $412K |
| Heritage Oak Wealth Advisors LLC | 0.20% | New | 2,308 | $411K |
| Manning & Napier Advisors LLC | 0.00% | Add +5.1% | 2,305 | $410K |
| Fairhaven Wealth Management, LLC | 0.13% | No change | 2,291 | $408K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -8.8% | 2,284 | $407K |
| Marex Group Ltd | 0.01% | No change | 2,277 | $405K |
| CapWealth Advisors, LLC | 0.04% | No change | 2,270 | $404K |
| RPS Advisory Solutions LLC | 0.25% | No change | 2,255 | $402K |
| Asset Dedication, LLC | 0.03% | Reduce -1.1% | 2,255 | $402K |
| Advyzon Investment Management, LLC | 0.15% | — | 2,226 | $396K |
| Neuberger Berman Group LLC | 0.00% | Add +38.2% | 2,205 | $393K |
| TCFG Wealth Management, LLC | 0.20% | Add +1.7% | 2,204 | $393K |
| Citizens Financial Group Inc. | 0.01% | Add +0.5% | 2,189 | $390K |
| Key Financial Inc | 0.09% | Add +8.1% | 2,180 | $388K |
| Kingdom Financial Group LLC. | 0.26% | Reduce -0.4% | 2,177 | $388K |
| Advance Capital Management, Inc. | 0.02% | Add +9.1% | 2,169 | $386K |
| Main Street Financial Solutions, LLC | 0.04% | New | 2,168 | $386K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -1.1% | 2,166 | $386K |
| Blue Zone Wealth Advisors, LLC | 0.11% | Add +1.4% | 2,163 | $385K |
| Philadelphia Trust Co. | 0.03% | Add +3.8% | 2,156 | $384K |
| JGP Wealth Management, LLC | 0.05% | New | 2,151 | $383K |
| Sensible Money, LLC | 0.17% | Add +0.1% | 2,144 | $382K |
| Klingman & Associates, LLC | 0.02% | Add +8.3% | 2,114 | $376K |
| Argentarii, LLC | 0.19% | — | 2,113 | $376K |
| Liberty Square Wealth Partners LLC | 0.14% | — | 2,029 | $376K |
| CPA Asset Management Group, LLC | 0.17% | Add +0.1% | 2,078 | $370K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -3.4% | 2,077 | $370K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -10.5% | 2,062 | $367K |
| Carlson Capital Management | 0.02% | No change | 2,062 | $367K |
| Duncan Williams Asset Management, LLC | 0.14% | New | 2,058 | $366K |
| Aprio Wealth Management, LLC | 0.05% | Add +4.0% | 2,053 | $366K |
| Cape Investment Advisory, Inc. | 0.14% | Reduce -5.7% | 2,030 | $362K |
| Provident Wealth Management, LLC | 0.12% | No change | 2,012 | $358K |
| Hobart Private Capital, LLC | 0.09% | No change | 1,995 | $355K |
| Corundum Group, Inc. | 0.13% | Add +53.4% | 1,994 | $355K |
| Wealth Management Associates, Inc. | 0.15% | Add +1.4% | 1,993 | $355K |
| Curi Capital, LLC | 0.01% | Reduce -9.1% | 1,989 | $354K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $352K |
| Norden Group LLC | 0.04% | Reduce -61.7% | 1,972 | $351K |
| Cibc World Market Inc. | 0.00% | New | 1,970 | $351K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +0.6% | 1,970 | $351K |
| Frederick Financial Consultants, LLC | 0.28% | — | 1,969 | $351K |
| One Capital Management, LLC | 0.01% | Reduce -92.3% | 1,961 | $349K |
| Mosaic Financial Group, LLC | 0.25% | No change | 1,958 | $349K |
| Channel Wealth LLC | 0.11% | New | 1,956 | $348K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +2.1% | 1,951 | $347K |
| Fourth Dimension Wealth, LLC | 0.18% | — | 1,950 | $347K |
| Fisher Asset Management | 0.00% | Add +1.6% | 1,947 | $347K |
| Zhang Financial LLC | 0.02% | Add +1.3% | 1,939 | $345K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.9% | 1,939 | $345K |
| Montag A & Associates Inc. | 0.02% | No change | 1,936 | $345K |
| CWS Financial Advisors, LLC | 0.11% | No change | 1,920 | $342K |
| Level Four Advisory Services, LLC | 0.01% | Add +13.2% | 1,918 | $342K |
| Sonora Investment Management Group, LLC | 0.03% | Reduce -6.6% | 1,897 | $338K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.5% | 1,893 | $337K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -33.9% | 1,881 | $335K |
| Post Resch Tallon Group Inc. | 0.32% | — | 1,883 | $334K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,878 | $334K |
| Capital Insight Partners, LLC | 0.06% | Add +11.1% | 1,876 | $334K |
| Clark Asset Management, LLC | 0.06% | New | 1,873 | $334K |
| LVW Advisors, LLC | 0.04% | New | 1,871 | $333K |
| Criterion Capital Advisors, LLC | 0.21% | No change | 1,949 | $333K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,867 | $332K |
| Aspiriant, LLC | 0.01% | Add +12.4% | 1,848 | $329K |
| BCS Wealth Management | 0.08% | New | 1,838 | $327K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +5.8% | 1,835 | $327K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -22.6% | 1,827 | $325K |
| WMS Partners, LLC | 0.02% | Add +16.1% | 1,820 | $324K |
| Sharp Wealth Advisory, LLC | 0.25% | Add +12.2% | 1,819 | $324K |
| Pinnacle Wealth Management Group, Inc. | 0.20% | No change | 1,818 | $324K |
| Principle Wealth Partners LLC | 0.02% | Add +7.9% | 1,806 | $322K |
| Schechter Investment Advisors, LLC | 0.02% | No change | 1,804 | $321K |
| US Financial Advisors, LLC | 0.10% | No change | 1,803 | $321K |
| Kendall Capital Management | 0.09% | New | 1,800 | $321K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,800 | $321K |
| Hemenway Trust Co LLC | 0.03% | Reduce -5.3% | 1,785 | $318K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -22.1% | 1,777 | $316K |
| Western Financial Corp | 0.17% | Reduce -2.6% | 1,769 | $315K |
| Avion Wealth | 0.08% | No change | 1,774 | $315K |
| Veracity Capital LLC | 0.11% | Add +29.0% | 1,768 | $315K |
| Clear Investment Research, LLC | 0.41% | Add +0.7% | 1,767 | $315K |
| Catalyst Financial Partners LLC | 0.06% | Add +26.2% | 1,746 | $311K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -11.4% | 1,684 | $311K |
| TKG Advisors, LLC | 0.14% | Reduce -2.4% | 1,686 | $310K |
| GAMMA Investing LLC | 0.03% | Add +3.3% | 1,725 | $307K |
| CW Advisors, LLC | 0.00% | Add +0.3% | 1,724 | $307K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -6.8% | 1,716 | $306K |
| Naples Global Advisors, LLC | 0.03% | New | 1,713 | $305K |
| Solstein Capital, LLC | 0.17% | No change | 1,702 | $303K |
| Authentikos Wealth Advisory, LLC | 0.30% | Add +8.5% | 1,701 | $303K |
| Coppell Advisory Solutions LLC | 0.04% | Add +12.9% | 1,694 | $303K |
| Oxinas Partners, LLC | 0.18% | Add +10.7% | 1,694 | $302K |
| Sterling Financial Planning, Inc. | 0.11% | Add +9.9% | 1,683 | $300K |
| Consolidated Portfolio Review Corp | 0.05% | New | 1,662 | $296K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,658 | $295K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -2.0% | 1,651 | $294K |
| Cascade Investment Advisors, Inc. | 0.19% | New | 1,645 | $293K |
| Ritholtz Wealth Management | 0.01% | No change | 1,632 | $291K |
| Smithfield Trust Co | 0.01% | Add +82.5% | 1,630 | $290K |
| Chancellor Financial Group WB LP | 0.23% | — | 1,624 | $289K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -7.2% | 1,620 | $289K |
| SIMA Wealth Partners, LLC | 0.24% | No change | 1,617 | $288K |
| Arlington Trust Co LLC | 0.06% | No change | 1,615 | $288K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,611 | $287K |
| Greenwood Gearhart LLC | 0.02% | Reduce -38.3% | 1,611 | $287K |
| CVFG LLC | 0.26% | — | 1,606 | $286K |
| Tolleson Wealth Management, Inc. | 0.06% | No change | 1,607 | $286K |
| LongView Wealth Management | 0.09% | New | 1,604 | $286K |
| Strategy Asset Managers LLC | 0.06% | Reduce -1.7% | 1,604 | $286K |
| Cadence Bank | 0.02% | Reduce -9.1% | 1,596 | $284K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +22.9% | 1,586 | $282K |
| Summit Investment Advisory Services, LLC | 0.15% | Add +0.3% | 1,581 | $282K |
| Beacon Wealthcare LLC | 0.11% | Reduce -0.9% | 1,581 | $282K |
| Cambridge Advisors Inc. | 0.06% | Reduce -0.9% | 1,577 | $281K |
| FWL Investment Management, LLC | 0.10% | No change | 1,572 | $280K |
| Sterling Investment Counsel, LLC | 0.18% | Reduce -40.9% | 1,562 | $278K |
| W.H. Cornerstone Investments Inc. | 0.19% | Add +0.1% | 1,558 | $277K |
| Wealthquest Corp | 0.02% | Reduce -23.5% | 1,557 | $277K |
| Secure Asset Management, LLC | 0.04% | Add +1.6% | 1,557 | $277K |
| Colonial Trust Advisors | 0.02% | Add +0.9% | 1,554 | $277K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -3.7% | 1,553 | $277K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $276K |
| Archford Capital Strategies, LLC | 0.04% | Add +0.8% | 1,544 | $275K |
| Oregon Pacific Wealth Management, LLC | 0.27% | — | 1,543 | $275K |
| Maridea Wealth Management LLC | 0.09% | — | 1,536 | $274K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.1% | 1,528 | $272K |
| Integrity Wealth Solutions LLC | 0.15% | Reduce -4.8% | 1,511 | $269K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -9.0% | 1,510 | $269K |
| Forefront Wealth Partners, LLC | 0.20% | — | 1,510 | $269K |
| Prosperity Planning, Inc. | 0.12% | Reduce -2.1% | 1,506 | $268K |
| Full Sail Capital, LLC | 0.02% | No change | 1,504 | $268K |
| Founders Financial Alliance, LLC | 0.07% | No change | 1,497 | $267K |
| Essex Bank | 0.07% | No change | 1,487 | $265K |
| Gsa Capital Partners LLP | 0.02% | New | 1,477 | $263K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -95.7% | 1,475 | $263K |
| NBT Bank, N.A. | 0.02% | No change | 1,471 | $262K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $260K |
| Black Diamond Financial, LLC | 0.04% | Add +13.8% | 1,460 | $260K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -4.7% | 1,452 | $259K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -3.1% | 1,420 | $253K |
| Symphony Financial Services, Inc. | 0.20% | Reduce -3.1% | 1,415 | $252K |
| United Community Bank | 0.10% | New | 1,410 | $251K |
| Zacks Investment Management | 0.00% | Add +9.9% | 1,403 | $250K |
| Orion Capital Management LLC | 0.11% | No change | 1,403 | $250K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -11.3% | 1,401 | $249K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.9% | 1,401 | $249K |
| Camden National Bank | 0.04% | Reduce -10.5% | 1,398 | $249K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 1,397 | $249K |
| Evermay Wealth Management LLC | 0.04% | No change | 1,384 | $246K |
| Mosaic Advisors LLC | 0.29% | New | 1,383 | $246K |
| DSG Capital Advisors, LLC | 0.04% | — | 1,380 | $246K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 1,375 | $245K |
| Sequent Planning LLC | 0.09% | Add +6.5% | 1,371 | $244K |
| Able Wealth Management LLC | 0.16% | Reduce -2.9% | 1,368 | $244K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 1,357 | $242K |
| Leading Edge Financial Planning LLC | 0.08% | No change | 1,340 | $239K |
| Prasad Wealth Partners, LLC | 0.08% | — | 1,339 | $238K |
| Truepoint, Inc. | 0.01% | New | 1,316 | $234K |
| PBMares Wealth Management LLC | 0.05% | Add +1.0% | 1,311 | $234K |
| Permanent Capital Management, LP | 0.07% | — | 1,310 | $233K |
| Falcon Wealth Planning | 0.03% | Reduce -10.2% | 1,309 | $233K |
| Morton Capital Management LLC | 0.04% | Add +0.1% | 1,308 | $233K |
| Creekside Partners | 0.12% | No change | 1,308 | $233K |
| Becker Capital Management Inc. | 0.01% | No change | 1,305 | $232K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 1,304 | $232K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,302 | $232K |
| Maple Capital Management, Inc. | 0.02% | No change | 1,293 | $230K |
| One Wealth Management Investment & Advisory Services, LLC | 0.36% | Reduce -3.1% | 1,290 | $230K |
| Crewe Advisors LLC | 0.03% | Reduce -2.8% | 1,287 | $229K |
| Foguth Wealth Management, LLC. | 0.06% | New | 1,244 | $229K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,286 | $229K |
| Ethic Inc. | 0.00% | New | 1,281 | $228K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -39.5% | 1,280 | $228K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +39.6% | 1,276 | $227K |
| Integrity Financial Corp | 0.13% | Reduce -2.2% | 1,275 | $227K |
| Copley Financial Group, Inc. | 0.17% | Add +6.3% | 1,274 | $227K |
| HM Payson & Co. | 0.00% | Add +9.2% | 1,274 | $227K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 1,221 | $227K |
| Leuthold Group, LLC | 0.03% | Reduce -4.2% | 1,272 | $227K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -2.0% | 1,267 | $226K |
| Element Wealth, LLC | 0.12% | Add +60.9% | 1,266 | $225K |
| Cassady Schiller Wealth Management, LLC | 0.08% | Reduce -12.3% | 1,244 | $222K |
| ArborFi Advisors, LLC | 0.22% | — | 1,241 | $221K |
| Rosenberg Matthew Hamilton | 0.06% | Add +5.0% | 1,241 | $221K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -0.6% | 1,237 | $220K |
| M3 Advisory Group, LLC | 0.16% | Add +0.1% | 1,236 | $220K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $219K |
| Fortis Capital Advisors, LLC | 0.07% | Add +6.6% | 1,231 | $219K |
| TFO Wealth Partners, LLC | 0.10% | No change | 1,223 | $218K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,218 | $217K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 1,214 | $216K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | No change | 1,213 | $216K |
| Center For Asset Management LLC | 0.14% | Add +0.3% | 1,206 | $215K |
| Headlands Technologies LLC | 0.02% | Add +37.0% | 1,204 | $214K |
| Bangor Savings Bank | 0.02% | No change | 1,202 | $214K |
| Motco | 0.02% | No change | 1,180 | $210K |
| Accredited Wealth Management, LLC | 0.18% | — | 1,180 | $210K |
| Stapp Wealth Management, PLLC | 0.33% | New | 1,178 | $210K |
| Presilium Private Wealth, LLC | 0.05% | No change | 1,178 | $210K |
| FSA Advisors, Inc. | 0.26% | Reduce -9.8% | 1,176 | $209K |
| Advanced Asset Management Advisors Inc | 0.05% | Reduce -5.2% | 1,169 | $208K |
| May Hill Capital, LLC | 0.08% | — | 1,168 | $208K |
| Patron Partners, LLC | 0.11% | Add +2.5% | 1,160 | $207K |
| Grey Ledge Advisors, LLC | 0.05% | No change | 1,159 | $206K |
| JFG Wealth Management, LLC | 0.05% | No change | 1,155 | $206K |
| Financial & Tax Architects, LLC | 0.05% | New | 1,151 | $205K |
| Certified Advisory Corp | 0.02% | Reduce -46.1% | 1,150 | $205K |
| TFG Advisers LLC | 0.07% | Add +0.3% | 1,147 | $204K |
| Single Point Partners, LLC | 0.05% | Add +2.7% | 1,145 | $204K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -11.0% | 1,145 | $204K |
| Strengthening Families & Communities, LLC | 0.12% | No change | 1,139 | $203K |
| Ironvine Capital Partners, LLC | 0.02% | New | 1,137 | $202K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 1,136 | $202K |
| Smith Salley Wealth Management | 0.01% | New | 1,135 | $202K |
| Blueprint Investment Partners LLC | 0.03% | Add +0.1% | 1,133 | $202K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -11.9% | 1,106 | $197K |
| Aventura Private Wealth, LLC | 0.11% | — | 1,106 | $197K |
| EPG Wealth Management LLC | 0.05% | No change | 1,070 | $191K |
| Sandy Spring Bank | 0.01% | No change | 1,067 | $190K |
| Rothschild Investment LLC | 0.01% | No change | 1,057 | $188K |
| American Capital Advisory, LLC | 0.10% | Add +1.0% | 1,055 | $188K |
| MeadowBrook Investment Advisors LLC | 0.16% | New | 1,016 | $181K |
| REAP Financial Group, LLC | 0.04% | Reduce -2.5% | 1,006 | $179K |
| Western Pacific Wealth Management, LP | 0.14% | No change | 1,000 | $178K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $178K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -24.0% | 985 | $175K |
| Quest 10 Wealth Builders, Inc. | 0.17% | — | 981 | $175K |
| Windsor Advisory Group, LLC | 0.20% | New | 971 | $173K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 968 | $172K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +1.9% | 947 | $167K |
| Tidemark, LLC | 0.06% | Add +0.1% | 921 | $164K |
| Park Place Capital Corp | 0.05% | Add +4.7% | 913 | $163K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 870 | $155K |
| GPS Wealth Strategies Group, LLC | 0.02% | New | 858 | $153K |
| CNB Bank | 0.07% | No change | 843 | $150K |
| Caldwell Trust Co | 0.02% | Add +701.0% | 825 | $147K |
| Ameriflex Group, Inc. | 0.07% | — | 786 | $144K |
| Acropolis Investment Management, LLC | 0.01% | No change | 800 | $142K |
| Howe & Rusling Inc. | 0.01% | Add +7.6% | 776 | $138K |
| Capital Investment Counsel, Inc | 0.02% | New | 751 | $134K |
| CENTRAL TRUST Co | 0.00% | No change | 746 | $133K |
| Sanctuary Wealth Management, L.L.C. | 0.08% | No change | 701 | $125K |
| Highline Wealth Partners LLC | 0.04% | Add +0.3% | 683 | $122K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.9% | 680 | $121K |
| Creekmur Asset Management LLC | 0.03% | Add +0.4% | 678 | $121K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $119K |
| Curio Wealth, LLC | 0.06% | — | 650 | $116K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 649 | $116K |
| Activest Wealth Management | 0.03% | Add +58.0% | 643 | $115K |
| Studio Investment Management LLC | 0.02% | No change | 633 | $113K |
| Tucker Asset Management LLC | 0.03% | Add +11.5% | 629 | $112K |
| Navigoe, LLC | 0.11% | — | 634 | $112K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -2.2% | 623 | $111K |
| Beacon Capital Management, LLC | 0.01% | Reduce -19.5% | 616 | $110K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -5.9% | 592 | $108K |
| Signaturefd, LLC | 0.00% | Reduce -15.5% | 606 | $108K |
| Realta Investment Advisors | 0.04% | Add +83.4% | 587 | $105K |
| Union Savings Bank | 0.05% | No change | 583 | $104K |
| JNBA Financial Advisors | 0.01% | No change | 578 | $103K |
| Flagship Wealth Advisors, LLC | 0.06% | — | 578 | $103K |
| Copia Wealth Management | 0.10% | — | 573 | $102K |
| VSM Wealth Advisory, LLC | 0.04% | — | 572 | $102K |
| Colonial Trust Co / SC | 0.02% | No change | 570 | $102K |
| Stuart Chaussee & Associates, Inc. | 0.03% | No change | 568 | $101K |
| AllSquare Wealth Management LLC | 0.06% | No change | 556 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 551 | $98K |
| Blue Bell Private Wealth Management, LLC | 0.02% | Add +2.1% | 528 | $94K |
| Hemington Wealth Management | 0.02% | No change | 528 | $94K |
| Bfsg, LLC | 0.01% | No change | 517 | $92K |
| Optiver Holding B.V. | 0.00% | New | 517 | $92K |
| Sittner & Nelson, LLC | 0.04% | No change | 511 | $91K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -19.6% | 498 | $89K |
| Operose Advisors LLC | 0.03% | Add +33.8% | 495 | $88K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +286.5% | 487 | $87K |
| Westside Investment Management, Inc. | 0.02% | No change | 476 | $85K |
| Lindbrook Capital, LLC | 0.01% | Reduce -31.7% | 467 | $83K |
| Brown Brothers Harriman & Co. | 0.00% | Add +51.4% | 445 | $79K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 441 | $79K |
| PSI Advisors, LLC | 0.02% | Add +194.0% | 441 | $79K |
| Bokf, NA | 0.00% | Reduce -43.4% | 443 | $78K |
| Heritage Wealth Advisors | 0.00% | Reduce -13.9% | 435 | $77K |
| Vermillion Wealth Management, Inc. | 0.04% | — | 415 | $74K |
| Stonebridge Financial Group, LLC | 0.01% | — | 413 | $74K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -1.0% | 405 | $72K |
| City Holding Co. | 0.01% | No change | 400 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | Add +51.4% | 383 | $68K |
| Newton One Investments LLC | 0.03% | New | 383 | $68K |
| Castleview Partners, LLC | 0.04% | Reduce -4.0% | 379 | $67K |
| Winnacle Wealth LLC | 0.07% | — | 378 | $67K |
| Richardson Capital Management LLC | 0.04% | Reduce -1.6% | 361 | $64K |
| MCF Advisors LLC | 0.00% | Reduce -37.6% | 349 | $62K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $62K |
| FPC Investment Advisory, Inc. | 0.04% | Add +1014.3% | 312 | $57K |
| NFSG Corp | 0.01% | Add +0.3% | 320 | $57K |
| Tompkins Financial Corp. | 0.01% | Add +77.2% | 319 | $57K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 394 | $55K |
| Bellevue Asset Management, LLC | 0.03% | Add +120.4% | 302 | $54K |
| Islay Capital Management, LLC | 0.04% | Reduce -49.8% | 302 | $54K |
| American National Bank & Trust | 0.01% | No change | 291 | $52K |
| Pineridge Advisors LLC | 0.02% | Add +0.3% | 288 | $51K |
| Washington Trust Advisors, Inc. | 0.00% | New | 286 | $51K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | Add +18.8% | 284 | $51K |
| Tsfg, LLC | 0.01% | No change | 278 | $50K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -35.5% | 275 | $49K |
| Concord Wealth Partners | 0.01% | No change | 272 | $48K |
| Financial Network Wealth Advisors LLC | 0.09% | Reduce -94.0% | 271 | $48K |
| Ogorek Anthony Joseph /NY/ | 0.02% | New | 270 | $48K |
| SJS Investment Consulting Inc. | 0.01% | Add +114.0% | 259 | $46K |
| Morse Asset Management, Inc | 0.01% | New | 241 | $43K |
| Dunhill Financial, LLC | 0.02% | Add +148.4% | 236 | $42K |
| Empowered Funds, LLC | 0.00% | New | 227 | $40K |
| Murphy & Mullick Capital Management Corp | 0.04% | — | 226 | $40K |
| CVA Family Office, LLC | 0.01% | Reduce -51.5% | 226 | $40K |
| Abound Wealth Management | 0.01% | Add +0.9% | 225 | $40K |
| St Germain D J Co. Inc. | 0.00% | Reduce -39.5% | 225 | $40K |
| MGB Wealth Management, LLC | 0.01% | No change | 220 | $39K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 215 | $38K |
| Whittier Trust Co. | 0.00% | Add +63.1% | 212 | $38K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $37K |
| Winthrop Capital Management, LLC | 0.01% | No change | 198 | $35K |
| PrairieView Partners, LLC | 0.00% | No change | 202 | $35K |
| CoreFirst Bank & Trust | 0.02% | No change | 182 | $32K |
| Bellwether Advisors, LLC | 0.01% | New | 178 | $32K |
| Rialto Wealth Management, LLC | 0.01% | — | 177 | $32K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 163 | $29K |
| Centennial Bank | 0.01% | No change | 162 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $27K |
| BankPlus Trust Department | 0.01% | — | 154 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 150 | $27K |
| Old Second National Bank of Aurora | 0.01% | No change | 150 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 145 | $26K |
| Financial Life Planners | 0.02% | — | 143 | $25K |
| LRI Investments, LLC | 0.00% | No change | 142 | $25K |
| Kings Path Partners LLC | 0.01% | Reduce -54.8% | 137 | $24K |
| Roxbury Financial LLC | 0.02% | — | 131 | $24K |
| Valued Wealth Advisors LLC | 0.02% | Add +246.2% | 135 | $24K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 133 | $24K |
| Oarsman Capital, Inc. | 0.00% | No change | 125 | $22K |
| Briaud Financial Planning Inc | 0.01% | New | 127 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 123 | $22K |
| Field & Main Bank | 0.01% | No change | 123 | $22K |
| Signature Resources Capital Management, LLC | 0.02% | Add +1120.0% | 122 | $22K |
| Evelyn Partners Asset Management Ltd | 0.01% | — | 121 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 120 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 120 | $21K |
| City State Bank | 0.01% | No change | 114 | $20K |
| Synergy Asset Management, LLC | 0.00% | New | 112 | $20K |
| S&T Bank | 0.01% | New | 110 | $20K |
| Country Trust Bank | 0.00% | No change | 110 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 100 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 95 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $16K |
| Decker Retirement Planning Inc. | 0.01% | — | 83 | $15K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $15K |
| Holos Integrated Wealth LLC | 0.01% | — | 77 | $14K |
| Brooklyn Investment Group | 0.00% | New | 75 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 75 | $13K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.2% | 75 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 74 | $13K |
| Park Square Financial Group, LLC | 0.01% | — | 73 | $13K |
| Bare Financial Services, Inc | 0.01% | No change | 73 | $13K |
| Valley National Advisers Inc. | 0.00% | Add +18.2% | 78 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $13K |
| Rogco, LP | 0.00% | No change | 66 | $12K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 59 | $11K |
| Archer Investment Corp | 0.00% | Add +1000.0% | 55 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $10K |
| Parkworth Wealth Management, Inc. | 0.01% | — | 52 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | Add +2.0% | 51 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 50 | $9K |
| Grand Wealth Management, LLC | 0.00% | No change | 48 | $9K |
| POM Investment Strategies, LLC | 0.01% | New | 44 | $8K |
| Atala Financial Inc | 0.01% | — | 44 | $8K |
| Glassman Wealth Services | 0.00% | New | 40 | $7K |
| GoalVest Advisory LLC | 0.00% | Reduce -62.4% | 38 | $7K |
| WFA Asset Management Corp | 0.00% | New | 36 | $6K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $6K |
| Community Bank, N.A. | 0.00% | New | 36 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $6K |
| Transcendent Capital Group LLC | 0.00% | No change | 29 | $5K |
| Richardson Financial Services Inc. | 0.00% | New | 28 | $5K |
| Affinity Wealth LLC | 0.00% | — | 26 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | — | 24 | $4K |
| Logan Capital Management Inc. | 0.00% | New | 23 | $4K |
| Bernard Wealth Management Corp. | 0.00% | — | 21 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $3K |
| Caitlin John, LLC | 0.00% | No change | 18 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 17 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 15 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 15 | $3K |
| First Pacific Financial | 0.00% | No change | 14 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -25.0% | 12 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -99.7% | 12 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 11 | $2K |
| WPG Advisers, LLC | 0.00% | — | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -97.0% | 7 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Lanark Financial, Inc. | 0.04% | — | 2 | $480 |
"% 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.