iShares MSCI USA Quality FacQUALETF
13F holders, Q1 2025 (March 31)1,474holders −17
83new positions
85sold out
4famous investors
$170.83avg. 13F price*
At the end of Q1 2025, 1,474 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, down 17 from Q4 2024. 83 opened new positions and 85 sold out. The largest holders were Envestnet Asset Management Inc. ($5.4B), LPL Financial LLC ($3.1B) and FMR LLC ($2.7B). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $179.7M |
| Exits | 85 | $506.0M |
All 13F filers, Q4 2024 → Q1 2025: 20,728,564 shares bought and 11,931,763 shares sold, net +8,796,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,474 holders
| Envestnet Asset Management Inc. | 1.76% | Add +9.3% | 31,853,469 | $5.4B |
| LPL Financial LLC | 1.21% | Add +7.8% | 18,186,643 | $3.1B |
| FMR LLC | 0.17% | Reduce -3.9% | 15,512,079 | $2.7B |
| Morgan Stanley | 0.12% | Add +5.1% | 9,554,231 | $1.6B |
| Bank of America Corp. | 0.11% | Reduce -3.1% | 7,478,803 | $1.3B |
| PNC Financial Services Group, Inc. | 0.65% | Reduce -5.0% | 7,296,524 | $1.2B |
| JPMorgan Chase & Co. | 0.09% | Add +5.8% | 6,961,450 | $1.2B |
| Wells Fargo & Company | 0.22% | Add +0.9% | 5,399,105 | $922.7M |
| Ameriprise Financial Inc. | 0.24% | Add +6.7% | 5,143,391 | $878.9M |
| BlackRock, Inc. | 0.02% | Add +5.2% | 4,842,787 | $827.6M |
| UBS Group AG | 0.16% | Reduce -5.3% | 4,332,546 | $740.4M |
| Keybank National Association | 2.43% | Reduce -10.3% | 3,555,712 | $607.6M |
| MML Investors Services, LLC | 1.94% | Add +11.2% | 3,410,006 | $582.7M |
| M&T Bank Corp | 2.09% | Reduce -11.9% | 3,351,948 | $572.8M |
| Cwm, LLC | 2.26% | Reduce -11.6% | 3,322,909 | $567.9M |
| BNP Paribas Financial Markets | 0.36% | Add +3606710.7% | 2,705,108 | $462.3M |
| Cerity Partners LLC | 0.94% | Reduce -0.0% | 2,689,934 | $459.7M |
| Envestnet Portfolio Solutions, Inc. | 1.67% | Reduce -20.6% | 2,556,712 | $436.9M |
| Park Avenue Securities LLC | 5.23% | Add +13.7% | 2,489,669 | $425.5M |
| Northwestern Mutual Wealth Management Co. | 0.33% | Reduce -2.5% | 2,370,393 | $405.1M |
| Facet Wealth, Inc. | 10.35% | Reduce -2.9% | 2,328,489 | $399.8M |
| Blue Trust, Inc. | 5.11% | Add +6.0% | 2,333,555 | $398.8M |
| Cetera Investment Advisers | 0.71% | Add +6.7% | 2,147,899 | $367.1M |
| Raymond James Financial Inc. | 0.13% | Add +5.8% | 1,968,692 | $336.4M |
| Commonwealth Equity Services, LLC | 0.47% | Add +7.8% | 1,939,900 | $331.5M |
| Focus Partners Wealth | 0.81% | Add +213.4% | 1,891,522 | $323.2M |
| Orgel Wealth Management, LLC | 8.36% | Add +46.9% | 1,883,917 | $321.9M |
| Royal Bank of Canada | 0.07% | Add +6.3% | 1,837,838 | $314.1M |
| Stifel Financial Corp. | 0.32% | Add +9.0% | 1,759,878 | $300.8M |
| Janney Montgomery Scott LLC | 0.75% | Add +5.3% | 1,548,765 | $264.7M |
| Haverford Trust Co | 2.62% | Add +10.2% | 1,523,930 | $260.4M |
| Kestra Investment Management, LLC | 4.89% | Add +162.8% | 1,577,234 | $253.4M |
| HighTower Advisors, LLC | 0.33% | Add +1.8% | 1,436,312 | $245.5M |
| Bank of New York Mellon Corp | 0.05% | Reduce -35.6% | 1,382,102 | $236.2M |
| Osaic Holdings, Inc. | 0.50% | Reduce -11.7% | 1,314,703 | $224.8M |
| Mercer Global Advisors Inc. | 0.51% | Reduce -3.9% | 1,289,584 | $220.4M |
| Wharton Business Group, LLC | 9.68% | Reduce -0.3% | 1,251,388 | $214.0M |
| Composition Wealth, LLC | 4.28% | Add +2.1% | 1,250,062 | $213.6M |
| SCS Capital Management LLC | 2.64% | Add +30.9% | 1,212,303 | $207.2M |
| OneDigital Investment Advisors LLC | 2.34% | Add +10.5% | 1,156,581 | $197.6M |
| NewEdge Advisors, LLC | 1.15% | Add +17.9% | 1,128,579 | $192.9M |
| Integrated Wealth Concepts LLC | 2.22% | Reduce -2.9% | 1,113,403 | $190.3M |
| Connecticut Wealth Management, LLC | 9.84% | Reduce -31.3% | 1,100,109 | $188.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.40% | Add +4.1% | 997,825 | $170.5M |
| Sanctuary Advisors, LLC | 1.08% | Add +14.5% | 897,346 | $153.3M |
| JB Capital LLC | 7.31% | Add +25.7% | 776,355 | $132.7M |
| Bluespring Wealth Management, LLC | 13.15% | Add +1.5% | 755,102 | $129.0M |
| Foundations Investment Advisors, LLC | 2.37% | Add +8.4% | 751,386 | $128.4M |
| Synovus Financial Corp. | 1.57% | Add +76.8% | 711,004 | $121.5M |
| Foster Group, Inc. | 4.31% | Add +2.5% | 674,001 | $115.2M |
| Prime Capital Investment Advisors, LLC | 1.33% | Add +40.1% | 666,512 | $113.9M |
| Corient Private Wealth LP | 0.18% | Reduce -4.5% | 643,600 | $110.0M |
| United Capital Financial Advisors, LLC | 0.93% | Add +13.8% | 634,627 | $108.5M |
| Cambridge Investment Research Advisors, Inc. | 0.36% | Add +9.8% | 630,590 | $107.8M |
| Thrivent Financial for Lutherans | 0.24% | Reduce -6.7% | 593,865 | $107.7M |
| Two Sigma Investments, LP | 0.23% | Add +3.1% | 601,000 | $102.7M |
| Bogart Wealth, LLC | 4.82% | Reduce -0.4% | 597,111 | $102.0M |
| Sage Mountain Advisors LLC | 7.03% | Reduce -5.1% | 558,227 | $95.4M |
| D.A. Davidson & Co. | 0.75% | Add +7.8% | 545,008 | $93.1M |
| Obermeyer Wealth Partners | 4.97% | Add +3.3% | 544,691 | $93.1M |
| Kestra Advisory Services, LLC | 0.45% | Reduce -5.1% | 541,903 | $92.6M |
| Dynasty Wealth Management, LLC | 1.51% | Add +1.5% | 531,792 | $90.9M |
| Fragasso Financial Advisors Inc | 6.74% | Add +33.3% | 531,434 | $90.8M |
| Tiaa Trust, National Association | 0.28% | Reduce -16.9% | 521,293 | $89.1M |
| UMB Bank, n.a. | 1.47% | Add +21.1% | 521,076 | $89.0M |
| Cresset Asset Management, LLC | 0.44% | Add +0.3% | 518,635 | $88.6M |
| Mariner, LLC | 0.15% | Add +9.5% | 513,504 | $87.7M |
| Merit Financial Group, LLC | 1.31% | Add +161.4% | 512,286 | $87.5M |
| Clearstead Advisors, LLC | 1.34% | Add +2.0% | 505,727 | $86.4M |
| Atria Wealth Solutions, Inc. | 1.04% | Add +2.7% | 503,325 | $86.0M |
| AE Wealth Management LLC | 0.72% | Add +2.5% | 499,394 | $85.3M |
| Private Advisor Group, LLC | 0.51% | Add +7.2% | 496,473 | $84.8M |
| Sax Wealth Advisors, LLC | 6.05% | Add +6.3% | 494,576 | $84.5M |
| Johnson Investment Counsel Inc. | 0.81% | Add +3.0% | 491,753 | $84.0M |
| Howard Financial Services, LTD. | 11.28% | Add +6.5% | 484,702 | $82.8M |
| Savant Capital, LLC | 0.70% | Reduce -2.6% | 482,169 | $82.4M |
| Equitable Holdings, Inc. | 0.72% | Reduce -2.8% | 444,989 | $76.0M |
| Austin Private Wealth, LLC | 6.76% | Add +3.8% | 440,233 | $75.2M |
| Captrust Financial Advisors | 0.18% | Add +5.3% | 428,247 | $73.2M |
| Cable Hill Partners, LLC | 7.10% | Add +2.8% | 429,606 | $72.8M |
| Pinnacle Associates Ltd. | 1.05% | Add +1.6% | 419,543 | $71.7M |
| Baker Avenue Asset Management, LP | 2.23% | Reduce -3.9% | 415,682 | $71.0M |
| Advocacy Wealth Management, LLC | 4.82% | Add +12.7% | 413,856 | $70.7M |
| US Bancorp \de | 0.09% | Add +6.3% | 410,886 | $70.2M |
| Sachem Hill LLC | 12.90% | Reduce -3.0% | 384,103 | $65.6M |
| Franklin Resources Inc. | 0.02% | Add +2.1% | 374,199 | $63.9M |
| NorthCoast Asset Management LLC | 0.32% | Add +15.9% | 372,298 | $63.6M |
| Gradient Investments LLC | 1.28% | Add +9.6% | 372,215 | $63.6M |
| Truist Financial Corp. | 0.10% | Add +9.2% | 371,527 | $63.5M |
| Sagespring Wealth Partners, LLC | 1.58% | Add +4.6% | 367,208 | $62.8M |
| Summit Trail Advisors, LLC | 2.06% | Add +4.5% | 365,040 | $62.4M |
| Landaas & Co. /Wi | 16.71% | Add +3.3% | 353,588 | $60.4M |
| Cambridge Associates LLC /Ma/ | 1.69% | Add +22.1% | 343,760 | $58.7M |
| Wilmington Savings Fund Society, FSB | 1.09% | Add +1.6% | 340,623 | $58.2M |
| Valence8 US LP | 27.22% | Add +3.9% | 339,764 | $58.1M |
| Financial Advisors, LLC | 11.30% | Add +0.2% | 335,246 | $57.3M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +4.9% | 334,343 | $57.1M |
| Sharkey, Howes & Javer | 7.42% | Add +0.9% | 303,689 | $51.9M |
| Modern Wealth Management, LLC | 1.65% | Add +67.6% | 302,519 | $51.7M |
| Atria Investments, Inc | 0.65% | Add +18.3% | 297,176 | $50.8M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -4.1% | 296,762 | $50.7M |
| Ameritas Advisory Services, LLC | 2.04% | Reduce -6.2% | 295,723 | $50.6M |
| Goldstein Advisors, LLC | 7.37% | Add +0.1% | 294,966 | $50.4M |
| Baron Wealth Management LLC | 22.09% | Reduce -3.1% | 294,144 | $50.3M |
| Baird Financial Group, Inc. | 0.10% | Reduce -1.4% | 289,028 | $49.4M |
| Barings LLC | 1.25% | Add +24.4% | 287,541 | $49.1M |
| CreativeOne Wealth, LLC | 1.43% | Add +8.3% | 279,306 | $47.7M |
| Glenmede Trust Co. NA | 0.25% | Add +8.2% | 277,605 | $47.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.34% | Add +3.3% | 272,059 | $46.5M |
| Fort Washington Investment Advisors Inc. | 0.28% | Reduce -3.0% | 268,905 | $46.0M |
| Eastern Bank | 0.89% | Add +10.0% | 265,739 | $45.4M |
| Scarborough Advisors, LLC | 6.45% | Add +15.2% | 264,975 | $45.3M |
| Strategies Wealth Advisors, LLC | 5.50% | Add +5.0% | 263,590 | $45.0M |
| Apollon Wealth Management, LLC | 0.98% | Add +30.0% | 259,655 | $44.4M |
| Farther Finance Advisors, LLC | 1.13% | Add +45.8% | 258,131 | $44.2M |
| Avantax Advisory Services, Inc. | 0.26% | Add +14.1% | 253,563 | $43.3M |
| Susquehanna International Group, LLP | 0.07% | New | 251,392 | $43.0M |
| MA Private Wealth | 8.05% | Add +1.8% | 250,381 | $42.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 1.25% | Reduce -1.7% | 249,866 | $42.7M |
| Ascent Group, LLC | 1.82% | Add +180.3% | 247,954 | $42.4M |
| Millburn Ridgefield LLC | 1.01% | Add +5.7% | 243,808 | $41.7M |
| Catalyst Capital Advisors LLC | 0.85% | Add +5.7% | 243,808 | $41.7M |
| Lineweaver Wealth Advisors, LLC | 7.05% | Add +3.5% | 242,297 | $41.4M |
| Jones Financial Companies LLLP | 0.04% | Add +32.3% | 240,428 | $40.8M |
| Icon Wealth Advisors, LLC | 3.34% | Add +25.9% | 237,406 | $40.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.73% | Add +131.3% | 230,078 | $39.3M |
| Heck Capital Advisors, LLC | 4.36% | Reduce -1.0% | 226,817 | $38.8M |
| Apexium Financial, LP | 2.25% | Add +0.4% | 220,986 | $37.8M |
| Rwa Wealth Partners, LLC | 0.48% | Reduce -6.5% | 220,605 | $37.7M |
| Choreo, LLC | 0.58% | Reduce -6.4% | 218,776 | $37.4M |
| Kathmere Capital Management, LLC | 3.16% | Reduce -0.0% | 217,314 | $37.1M |
| Cardinal Strategic Wealth Guidance | 11.78% | Reduce -9.0% | 215,754 | $36.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +5.4% | 215,382 | $36.8M |
| Shepherd Financial Partners LLC | 4.31% | Add +1446.9% | 215,280 | $36.8M |
| Stratos Wealth Partners, LTD. | 0.57% | Reduce -18.3% | 214,837 | $36.7M |
| Unison Advisors LLC | 4.65% | Add +12.7% | 213,880 | $36.5M |
| Forte Capital LLC | 4.30% | Reduce -1.0% | 212,176 | $36.3M |
| Aspen Wealth Management LLC | 10.20% | Add +6.1% | 210,911 | $36.0M |
| IHT Wealth Management, LLC | 1.12% | Reduce -2.4% | 210,425 | $36.0M |
| True Link Financial Advisors, LLC | 2.68% | Add +8.7% | 210,104 | $35.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -6.8% | 209,022 | $35.7M |
| Strategic Blueprint, LLC | 1.95% | Add +5.7% | 208,932 | $35.7M |
| Summit Financial, LLC | 1.00% | Add +1000.5% | 208,691 | $35.7M |
| TD Capital Management LLC | 3.54% | Reduce -1.4% | 204,698 | $35.0M |
| 49 Wealth Management, LLC | 4.17% | Reduce -33.6% | 202,696 | $34.6M |
| Provida Pension Fund Administrator | 0.70% | Add +38.6% | 202,448 | $34.6M |
| Hengehold Capital Management LLC | 3.28% | Add +6.0% | 201,976 | $34.5M |
| Horst & Graben Wealth Management LLC | 6.12% | Add +7.8% | 199,531 | $34.1M |
| Parallel Advisors, LLC | 0.76% | Reduce -3.2% | 196,006 | $33.5M |
| 1900 Wealth Management LLC | 2.77% | Add +1.5% | 194,773 | $33.3M |
| Hughes Financial Services, LLC | 6.47% | Add +1.6% | 193,023 | $33.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.60% | Add +12.5% | 192,064 | $32.9M |
| Kestra Private Wealth Services, LLC | 0.54% | Reduce -6.8% | 190,955 | $32.6M |
| SteelPeak Wealth, LLC | 1.37% | Add +21.5% | 188,971 | $32.3M |
| SPC Financial, Inc. | 2.80% | Reduce -0.4% | 186,266 | $31.8M |
| Wealth Group Ltd | 8.97% | Add +4.3% | 179,091 | $30.6M |
| Brookstone Capital Management | 0.43% | Add +12.1% | 176,665 | $30.2M |
| Integrity Alliance, Llc. | 1.19% | Add +101.6% | 175,906 | $30.1M |
| CFO4Life Group, LLC | 5.04% | Reduce -1.5% | 175,299 | $30.0M |
| Concentric Capital Strategies, LP | 3.00% | New | 175,030 | $29.9M |
| Pettinga Financial Advisors LLC | 7.00% | Add +4.0% | 174,180 | $29.8M |
| CFS Investment Advisory Services, LLC | 2.63% | Add +13.0% | 173,302 | $29.6M |
| Stone House Investment Management, LLC | 5.84% | Add +28.4% | 168,621 | $28.8M |
| Sequoia Financial Advisors, LLC | 0.22% | Add +29.8% | 167,954 | $28.7M |
| Bryn Mawr Trust Advisors, LLC | 1.71% | Add +0.7% | 166,416 | $28.4M |
| Sowell Financial Services LLC | 1.29% | Add +1.6% | 166,022 | $28.4M |
| High Falls Advisors, Inc | 6.55% | Add +16.6% | 163,218 | $27.9M |
| ARS Wealth Advisors Group, LLC | 3.92% | Reduce -1.0% | 162,414 | $27.8M |
| Ewa, LLC | 10.29% | Add +13.6% | 162,002 | $27.7M |
| Perigon Wealth Management, LLC | 0.71% | Add +11.1% | 161,886 | $27.7M |
| Capital Advisors, Ltd. LLC | 3.64% | Add +2.5% | 161,627 | $27.6M |
| State of Michigan Retirement System | 0.16% | Reduce -0.1% | 157,750 | $27.0M |
| SlateStone Wealth, LLC | 2.70% | Add +12.4% | 157,313 | $26.9M |
| Aptus Capital Advisors, LLC | 0.30% | Reduce -6.2% | 155,419 | $26.6M |
| Wealthspire Advisors, LLC | 0.16% | Add +67.0% | 152,397 | $26.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3.91% | Add +5.8% | 149,775 | $25.6M |
| BOK Financial Private Wealth, Inc. | 1.92% | Reduce -4.4% | 149,703 | $25.6M |
| Armbruster Capital Management, Inc. | 5.07% | Add +2.7% | 148,865 | $25.4M |
| Family Manage LLC | 4.19% | Reduce -14.1% | 148,535 | $25.4M |
| One Wealth Advisors, LLC | 3.74% | Add +10.5% | 146,729 | $25.1M |
| Physician Wealth Advisors, Inc. | 4.29% | Add +20.7% | 145,741 | $24.9M |
| Gries Financial LLC | 4.81% | Add +12.0% | 145,008 | $24.8M |
| Security Financial Services, INC. | 4.78% | Add +5.0% | 140,946 | $24.1M |
| Insight Wealth Strategies, LLC | 3.24% | Reduce -5.0% | 140,884 | $24.1M |
| Pure Financial Advisors, LLC | 0.50% | Add +12.4% | 140,561 | $24.0M |
| Summit Wealth Partners, LLC | 4.83% | Add +0.2% | 139,479 | $23.8M |
| Liberty Wealth Management LLC | 4.53% | Add +15.6% | 138,465 | $23.7M |
| Orion Porfolio Solutions, LLC | 0.23% | Add +4.6% | 136,279 | $23.3M |
| Orion Portfolio Solutions, LLC | 0.23% | Add +4.6% | 136,279 | $23.3M |
| Stonebrook Private Inc. | 5.99% | Add +13.4% | 134,841 | $23.0M |
| Journey Advisory Group, LLC | 1.88% | Reduce -2.2% | 134,085 | $22.9M |
| Boulder Wealth Advisors, LLC | 13.33% | Add +2.2% | 134,051 | $22.9M |
| Centerpoint Advisors, LLC | 8.44% | Add +3.6% | 133,674 | $22.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +88.9% | 132,198 | $22.6M |
| Comerica Bank | 0.09% | Add +3.1% | 130,394 | $22.3M |
| McMorgan & Co. LLC | 3.55% | Add +0.7% | 129,720 | $22.2M |
| Agf Management Ltd. | 0.12% | Reduce -0.8% | 129,538 | $22.1M |
| Spectrum Wealth Counsel, LLC | 2.66% | Add +16.3% | 129,458 | $22.1M |
| Sollinda Capital Management LLC | 6.10% | Reduce -4.3% | 128,348 | $21.9M |
| Keebeck Wealth Management | 3.24% | Add +17.8% | 128,199 | $21.9M |
| Van Hulzen Asset Management, LLC | 1.99% | Reduce -1.8% | 127,378 | $21.8M |
| Buttonwood Financial Group, LLC | 12.73% | Add +10.7% | 135,127 | $21.7M |
| Cypress Wealth Services, LLC | 4.37% | Add +17.4% | 125,986 | $21.5M |
| Tanglewood Wealth Management, Inc. | 2.41% | Reduce -10.9% | 125,570 | $21.5M |
| Detalus Advisors, LLC | 6.66% | Add +8.6% | 124,043 | $21.2M |
| RVW Wealth, LLC | 1.99% | Reduce -3.7% | 123,472 | $21.1M |
| Symmetry Partners, LLC | 2.93% | Add +7.5% | 123,386 | $21.1M |
| Keystone Financial Services | 8.01% | Add +21.2% | 123,002 | $21.0M |
| Palo Alto Wealth Advisors, LLC | 7.93% | Add +18.9% | 115,027 | $20.3M |
| Kelly Financial Services LLC | 7.03% | Add +6.2% | 118,281 | $20.2M |
| Centaurus Financial, Inc. | 1.21% | Add +19.4% | 117,407 | $20.1M |
| VestGen Advisors, LLC | 0.90% | — | 116,456 | $19.9M |
| Client First Capital LLC | 10.16% | Add +45.6% | 116,032 | $19.8M |
| B. Riley Wealth Advisors, Inc. | 0.60% | Add +82.7% | 115,744 | $19.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.90% | Add +7.0% | 116,406 | $19.7M |
| Wade Financial Advisory, Inc | 6.60% | Reduce -3.6% | 112,716 | $19.3M |
| Weaver Consulting Group | 5.74% | Add +1.0% | 111,539 | $19.1M |
| Wealth Alliance, LLC | 2.30% | Add +13.7% | 111,370 | $19.0M |
| Diversify Wealth Management, LLC | 1.40% | Add +3.5% | 111,936 | $18.9M |
| Apella Capital, LLC | 0.64% | Reduce -23.5% | 113,352 | $18.8M |
| Summit X, LLC | 3.94% | Add +12.0% | 109,686 | $18.7M |
| GW Henssler & Associates Ltd. | 1.07% | Add +20.6% | 109,004 | $18.6M |
| Cahill Financial Advisors Inc. | 2.52% | Add +8.1% | 108,544 | $18.5M |
| Meridian Wealth Partners, LLC | 2.96% | Reduce -2.2% | 108,364 | $18.5M |
| PFG Advisors | 1.03% | Add +4.9% | 107,767 | $18.4M |
| Well Done, LLC | 3.32% | Reduce -1.1% | 102,800 | $18.3M |
| Focus Financial Network, Inc. | 0.74% | Add +22.1% | 106,597 | $18.2M |
| PAX Financial Group, LLC | 3.23% | Add +16.7% | 106,540 | $18.2M |
| Allworth Financial LP | 0.10% | Reduce -3.1% | 108,925 | $18.2M |
| Trek Financial, LLC | 1.31% | Add +37.9% | 106,165 | $18.1M |
| Invst, LLC | 2.46% | Reduce -26.6% | 105,315 | $18.0M |
| Skyline Advisors, Inc. | 7.03% | Add +1.4% | 104,500 | $17.9M |
| Creative Planning | 0.02% | Add +53.7% | 102,624 | $17.5M |
| Strategic Point Investment Advisors, LLC | 2.91% | Reduce -0.8% | 102,167 | $17.5M |
| Legacy Edge Advisors, LLC | 2.72% | Add +1.9% | 101,977 | $17.4M |
| Partners Capital Investment Group, LLP | 0.29% | Add +284.3% | 101,407 | $17.3M |
| ONE Advisory Partners, LLC | 7.39% | Add +17.6% | 101,206 | $17.3M |
| Stephens Inc. | 0.25% | Reduce -3.9% | 100,707 | $17.2M |
| Jefferies Financial Group Inc. | 0.31% | Reduce -0.0% | 100,503 | $17.2M |
| SVB Wealth LLC | 0.70% | Reduce -18.5% | 100,033 | $17.1M |
| Midwest Capital Advisors, LLC | 10.47% | Add +17.6% | 99,790 | $17.1M |
| WJ Wealth Management, LLC | 6.01% | Reduce -25.8% | 99,472 | $17.0M |
| Advus Financial Partners, LLC | 4.73% | Add +4.0% | 98,718 | $16.9M |
| Tobias Financial Advisors, Inc. | 3.26% | Reduce -1.1% | 98,106 | $16.8M |
| Financial Advocates Investment Management | 1.17% | Add +4.5% | 97,623 | $16.7M |
| CGN Advisors LLC | 1.63% | Reduce -10.2% | 97,504 | $16.7M |
| Trinity Wealth Management, LLC | 7.52% | Add +0.4% | 96,368 | $16.5M |
| &partners | 0.17% | Reduce -1.8% | 97,006 | $16.5M |
| Perennial Investment Advisors, LLC | 1.85% | Add +28.0% | 95,872 | $16.4M |
| Center for Financial Planning, Inc. | 2.09% | Reduce -1.3% | 95,739 | $16.4M |
| Regal Investment Advisors LLC | 1.31% | Reduce -0.7% | 94,610 | $16.2M |
| Kilter Group LLC | 10.53% | Add +22.7% | 94,324 | $16.1M |
| TSA Wealth Managment LLC | 6.39% | Add +13.7% | 94,013 | $16.1M |
| Regatta Capital Group, LLC | 3.11% | Add +3.0% | 94,001 | $16.1M |
| Legacy Financial Group LLC | 2.44% | Add +16.7% | 92,949 | $15.9M |
| Intelligence Driven Advisers, LLC | 3.04% | Reduce -5.2% | 92,410 | $15.8M |
| Beacon Bridge Wealth Partners, LLC | 6.73% | Add +11.3% | 92,295 | $15.8M |
| Mayflower Financial Advisors, LLC | 2.40% | Add +11.8% | 92,217 | $15.8M |
| Intrust Bank NA | 1.49% | Add +9.9% | 88,184 | $15.1M |
| Snowden Capital Advisors LLC | 0.49% | Add +11.7% | 88,068 | $15.1M |
| MB Generational Wealth, LLC | 11.23% | Reduce -2.6% | 88,054 | $15.0M |
| IFG Advisory, LLC | 0.83% | Add +15.3% | 87,302 | $14.9M |
| Horizon Wealth Management, LLC | 2.48% | New | 85,948 | $14.7M |
| Rothschild Wealth LLC | 4.10% | Add +30.3% | 85,487 | $14.6M |
| Assetmark, Inc. | 0.04% | Add +30.3% | 84,867 | $14.5M |
| Trilogy Capital Inc. | 0.76% | Reduce -73.8% | 84,827 | $14.5M |
| Scissortail Wealth Management, LLC | 3.71% | Add +12.3% | 84,409 | $14.4M |
| BCGM Wealth Management, LLC | 4.42% | Add +3.6% | 84,103 | $14.4M |
| 360 Financial, Inc. | 5.16% | Add +27.1% | 83,410 | $14.3M |
| Financial Partners Group, Inc | 2.18% | Add +10.5% | 82,684 | $14.1M |
| Wealth Quarterback LLC | 7.92% | Add +4.6% | 82,350 | $14.1M |
| Element Pointe Advisors, LLC | 3.42% | Reduce -1.9% | 82,335 | $14.1M |
| Community Financial Services Group, LLC | 3.05% | Add +8.4% | 82,308 | $14.1M |
| Kraft, Davis & Associates, LLC | 4.44% | Add +0.6% | 85,167 | $13.8M |
| IFP Advisors, Inc | 0.42% | Add +13.9% | 80,388 | $13.7M |
| Triad Wealth Partners, LLC | 4.19% | Add +34.6% | 78,861 | $13.5M |
| Claro Advisors Inc. | 1.79% | Add +14.4% | 78,471 | $13.4M |
| Watershed Private Wealth LLC | 5.35% | Add +18.6% | 78,322 | $13.4M |
| Capital Investment Advisory Services, LLC | 1.19% | Add +7.0% | 77,969 | $13.3M |
| Nan Shan Life Insurance Co., Ltd. | 0.31% | New | 77,200 | $13.2M |
| Bell Investment Advisors, Inc | 2.42% | Reduce -0.3% | 76,743 | $13.1M |
| NewEdge Wealth, LLC | 0.24% | Add +37.0% | 76,274 | $13.0M |
| Waverly Advisors, LLC | 0.16% | Add +3.0% | 75,767 | $12.9M |
| Sigma Planning Corp | 0.41% | Add +2.2% | 75,291 | $12.9M |
| Tradition Wealth Management, LLC | 1.13% | Reduce -34.4% | 75,141 | $12.8M |
| Cook Wealth, LLC | 6.23% | Reduce -7.7% | 75,732 | $12.8M |
| HUB Investment Partners, LLC | 0.51% | Add +0.4% | 74,490 | $12.7M |
| Balentine LLC | 0.53% | Reduce -0.9% | 74,393 | $12.7M |
| Moment Partners, LLC | 2.51% | Reduce -2.7% | 74,096 | $12.7M |
| Shufro Rose & Co. LLC | 0.99% | Reduce -1.6% | 72,766 | $12.4M |
| Maia Wealth LLC | 2.82% | Add +11.5% | 75,390 | $12.4M |
| Csenge Advisory Group | 0.70% | Add +7.6% | 76,068 | $12.3M |
| Bay Harbor Wealth Management, LLC | 3.88% | Add +22.8% | 71,714 | $12.3M |
| ShoreHaven Wealth Partners, LLC | 5.81% | Add +19.8% | 71,032 | $12.1M |
| Bank of Nova Scotia | 0.03% | Add +18.2% | 70,455 | $12.0M |
| Waterloo Capital, L.P. | 1.11% | Reduce -14.3% | 70,038 | $12.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -3.7% | 70,000 | $11.9M |
| First Horizon Advisors, Inc. | 0.33% | Add +22.1% | 69,263 | $11.8M |
| Richard Bernstein Advisors LLC | 0.28% | Reduce -28.6% | 68,917 | $11.8M |
| Spire Wealth Management | 0.38% | Add +3.3% | 68,859 | $11.8M |
| Garrett Wealth Advisory Group, LLC | 2.62% | Reduce -0.9% | 68,565 | $11.7M |
| Eq LLC | 5.44% | Add +9.6% | 68,180 | $11.7M |
| WealthShield Partners, LLC | 1.50% | Add +18.9% | 67,924 | $11.6M |
| Watts Gwilliam & Co., LLC | 2.51% | Add +0.6% | 67,796 | $11.6M |
| Motive Wealth Advisors | 6.17% | Add +1.1% | 67,514 | $11.5M |
| HSBC Holdings PLC | 0.01% | Reduce -17.7% | 66,936 | $11.4M |
| Custos Family Office, LLC | 4.01% | Add +1.8% | 66,104 | $11.3M |
| Townsquare Capital LLC | 0.12% | Reduce -29.9% | 65,456 | $11.2M |
| Wood Tarver Financial Group, LLC | 3.64% | Add +7.0% | 65,371 | $11.2M |
| Caprock Group, LLC | 0.34% | Add +19.0% | 65,244 | $11.1M |
| New York Life Investment Management LLC | 0.11% | Reduce -18.8% | 65,240 | $11.1M |
| WCG Wealth Advisors LLC | 0.84% | Reduce -5.7% | 65,047 | $11.1M |
| Foundry Financial Group, Inc. | 6.82% | Add +72.0% | 64,836 | $11.1M |
| Tower Research Capital LLC (TRC) | 0.33% | New | 64,689 | $11.1M |
| Swmg, LLC | 4.37% | Add +10.0% | 65,606 | $11.0M |
| Lutz Financial Services LLC | 0.90% | Reduce -4.4% | 64,335 | $11.0M |
| Wedbush Securities Inc. | 0.40% | Add +8.2% | 64,301 | $11.0M |
| Flow Traders U.S. LLC | 0.46% | Add +412.9% | 64,002 | $10.9M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +16.2% | 63,856 | $10.9M |
| EdgeRock Capital LLC | 7.78% | Reduce -5.5% | 63,817 | $10.9M |
| RFG Advisory, LLC | 0.29% | Reduce -19.7% | 63,601 | $10.9M |
| Beacon Financial Group | 1.19% | Add +17.1% | 63,505 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.28% | New | 63,298 | $10.8M |
| Global Wealth Strategies & Associates | 3.26% | Add +5.9% | 62,971 | $10.8M |
| Sovran Advisors, LLC | 1.39% | Add +13.0% | 66,272 | $10.7M |
| Gladstone Institutional Advisory LLC | 0.50% | Add +0.9% | 62,377 | $10.7M |
| Forte Asset Management LLC | 5.37% | Add +13.3% | 62,376 | $10.7M |
| McNaughton Wealth Management, LLC | 5.17% | New | 62,355 | $10.7M |
| Principal Securities, Inc. | 0.24% | Reduce -0.0% | 59,316 | $10.6M |
| WBH Advisory Inc. | 0.98% | Reduce -14.9% | 61,573 | $10.5M |
| Jane Street Group, LLC | 0.02% | Add +774.9% | 60,910 | $10.4M |
| 5T Wealth, LLC | 5.91% | Reduce -14.3% | 60,723 | $10.4M |
| SOL Capital Management CO | 1.14% | Add +5.0% | 60,625 | $10.4M |
| Running Point Capital Advisors, LLC | 3.27% | Reduce -0.8% | 60,365 | $10.3M |
| Flagship Private Wealth, LLC | 4.91% | Add +11.2% | 60,302 | $10.3M |
| Guided Capital Wealth Management, LLC | 8.57% | Add +2.4% | 60,055 | $10.3M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Add +5.2% | 60,004 | $10.3M |
| Forthright Family Wealth Advisory LLC | 6.72% | Add +1.8% | 59,532 | $10.2M |
| Ullmann Wealth Partners Group, LLC | 1.33% | Reduce -0.7% | 58,630 | $10.0M |
| ERn Financial, LLC | 1.58% | Reduce -6.7% | 58,610 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.26% | Reduce -1.2% | 57,139 | $9.8M |
| Montecito Bank & Trust | 1.73% | Add +2.8% | 57,023 | $9.7M |
| StrongBox Wealth, LLC | 4.03% | Add +5.0% | 56,507 | $9.7M |
| Kickstand Ventures, Llc. | 2.48% | Reduce -19.0% | 56,273 | $9.6M |
| Blue Edge Capital, LLC | 1.53% | Reduce -1.2% | 55,879 | $9.5M |
| Jacobi Capital Management LLC | 0.70% | Reduce -1.7% | 55,470 | $9.5M |
| GSG Advisors LLC | 3.11% | Add +3.8% | 57,154 | $9.5M |
| Alternative Investment Advisors, LLC. | 5.00% | Reduce -1.2% | 55,371 | $9.5M |
| Premier Path Wealth Partners, LLC | 1.46% | Add +2.4% | 54,885 | $9.4M |
| SigFig Wealth Management, LLC | 0.34% | Add +16.6% | 55,100 | $9.3M |
| Crown Wealth Group, LLC | 4.84% | Reduce -10.1% | 54,598 | $9.3M |
| Meitav Investment House Ltd. | 0.17% | Add +0.8% | 54,204 | $9.3M |
| Geneva Partners, LLC | 4.76% | Add +7.6% | 54,051 | $9.2M |
| Dorsey & Whitney Trust CO LLC | 0.53% | Add +7.2% | 53,540 | $9.1M |
| Stonehearth Capital Management, LLC | 3.78% | Reduce -1.9% | 53,381 | $9.1M |
| Asset Advisors Investment Management, LLC | 0.94% | Add +5.2% | 52,413 | $9.0M |
| Ironsides Asset Advisors, LLC | 2.63% | Add +14.8% | 52,392 | $9.0M |
| Adapt Wealth Advisors, LLC | 4.36% | Add +3.9% | 52,288 | $8.9M |
| SWP Financial LLC | 5.38% | Add +23.3% | 51,493 | $8.8M |
| Arq Wealth Advisors, LLC | 3.25% | Reduce -10.6% | 51,336 | $8.8M |
| Capital Analysts, LLC | 0.33% | Add +28.8% | 51,248 | $8.8M |
| Veltria Advisors Corp. | 5.69% | Reduce -41.5% | 51,216 | $8.8M |
| Jmac Enterprises LLC | 2.04% | Add +3.6% | 50,178 | $8.6M |
| Hobbs Wealth Management, LLC | 9.51% | Add +11.9% | 50,137 | $8.6M |
| Northeast Financial Consultants Inc | 0.38% | Add +6.2% | 50,001 | $8.5M |
| Money Concepts Capital Corp. | 0.64% | Reduce -20.3% | 49,975 | $8.5M |
| Brown Advisory Inc. | 0.01% | Reduce -10.2% | 49,587 | $8.5M |
| Tennessee Valley Asset Management Partners | 1.38% | Add +4.7% | 49,378 | $8.4M |
| True Vision MN LLC | 4.95% | Add +16.1% | 48,350 | $8.3M |
| Advisory Services Network, LLC | 0.16% | Add +11.8% | 47,736 | $8.2M |
| CoreCap Advisors, LLC | 0.36% | Add +30.1% | 47,709 | $8.2M |
| KPP Advisory Services LLC | 1.55% | Add +58.5% | 47,641 | $8.1M |
| MRA Advisory Group | 4.30% | Add +5.6% | 47,167 | $8.1M |
| Three Magnolias Financial Advisors, LLC | 6.81% | Reduce -2.3% | 47,027 | $8.0M |
| Crestwood Advisors Group, LLC | 0.15% | Add +6.2% | 46,985 | $8.0M |
| Spectrum Planning & Advisory Services Inc. | 6.64% | Add +11.7% | 46,675 | $8.0M |
| Cynosure Group, LLC | 1.09% | Reduce -2.9% | 46,314 | $7.9M |
| Financial Life Advisors | 2.93% | Add +0.2% | 45,938 | $7.9M |
| Hoese & Co LLP | 6.77% | Reduce -0.5% | 45,713 | $7.8M |
| National Bank of Canada | 0.01% | Reduce -20.1% | 45,676 | $7.8M |
| Leslie Global Wealth, LLC | 3.80% | Add +57.3% | 45,668 | $7.8M |
| Yoder Wealth Management, Inc. | 4.39% | Reduce -1.2% | 45,763 | $7.8M |
| First Foundation Advisors | 0.31% | Add +50.7% | 45,145 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +9.8% | 45,117 | $7.7M |
| Quadrant Private Wealth Management, LLC | 1.92% | Add +23.6% | 45,010 | $7.7M |
| Harbour Investments, Inc. | 0.22% | Add +8.4% | 44,339 | $7.6M |
| Royal Harbor Partners, LLC | 2.93% | Reduce -2.9% | 44,308 | $7.6M |
| Annex Advisory Services, LLC | 0.21% | Reduce -6.1% | 44,158 | $7.5M |
| Simplicity Wealth,LLC | 0.59% | Add +340.7% | 44,131 | $7.5M |
| Mutual Advisors, LLC | 0.22% | Reduce -1.1% | 44,946 | $7.5M |
| Certus Wealth Management, LLC | 5.10% | Add +14.8% | 42,603 | $7.5M |
| Independent Financial Group, LLC | 0.26% | Add +3.8% | 43,875 | $7.5M |
| Exchange Traded Concepts, LLC | 0.13% | Add +4.6% | 43,248 | $7.4M |
| Citigroup Inc. | 0.01% | Reduce -22.1% | 43,109 | $7.4M |
| M1 Capital Management LLC | 4.59% | Add +2.8% | 42,971 | $7.3M |
| Tudor Investment Corporation | 0.07% | New | 42,826 | $7.3M |
| Firethorn Wealth Partners, LLC | 3.48% | Add +11.5% | 42,608 | $7.3M |
| Nuveen, LLC | 0.00% | — | 42,462 | $7.3M |
| Formidable Asset Management, LLC | 1.17% | Add +1.6% | 40,977 | $7.0M |
| Highview Capital Management LLC | 2.92% | Add +10.4% | 40,842 | $7.0M |
| PMG Wealth Management, Inc. | 7.40% | Add +1.6% | 40,783 | $7.0M |
| O'shaughnessy Asset Management, LLC | 0.06% | Reduce -5.5% | 40,585 | $6.9M |
| One Wealth Capital Management, LLC | 3.72% | Add +12.5% | 40,548 | $6.9M |
| Interactive Financial Advisors, Inc. | 3.65% | Add +3.8% | 40,408 | $6.9M |
| Allstate Corp. | 0.20% | No change | 40,355 | $6.9M |
| Centurion Wealth Management LLC | 2.14% | No change | 38,479 | $6.9M |
| Endeavor Private Wealth, Inc. | 3.70% | Add +71.8% | 39,927 | $6.8M |
| Ridgeline Wealth Planning, LLC | 6.70% | Add +1.2% | 39,888 | $6.8M |
| Red Tortoise LLC | 3.54% | Add +0.2% | 39,747 | $6.8M |
| Lido Advisors, LLC | 0.04% | Reduce -3.2% | 39,511 | $6.8M |
| Apeiron RIA LLC | 2.04% | Reduce -39.5% | 39,394 | $6.7M |
| Theory Financial LLC | 2.83% | Reduce -30.6% | 39,232 | $6.7M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 39,232 | $6.7M |
| Vident Advisory, LLC | 0.10% | Add +6.3% | 39,114 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +25.4% | 38,987 | $6.7M |
| Legacy Advisory Services, LLC | 5.61% | Add +18.9% | 38,907 | $6.6M |
| Lincoln Capital Corp. | 2.77% | Reduce -18.3% | 38,828 | $6.6M |
| Performa Ltd (US), LLC | 2.19% | Add +21.4% | 38,578 | $6.6M |
| Founders Financial Securities LLC | 0.56% | Reduce -45.0% | 39,042 | $6.6M |
| Shared Vision Wealth Group LLC | 3.56% | Add +6.7% | 38,165 | $6.5M |
| BOS Asset Management, LLC | 2.25% | Add +3.3% | 38,144 | $6.5M |
| Lifelong Wealth Advisors, Inc. | 3.05% | Add +9.2% | 38,111 | $6.5M |
| Gen-Wealth Partners Inc | 2.71% | Add +7.0% | 37,920 | $6.5M |
| Cabot Wealth Management Inc. | 0.82% | Reduce -1.2% | 37,840 | $6.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.87% | Add +16.4% | 37,840 | $6.5M |
| Sage Advisory Services, Ltd.Co. | 3.78% | Reduce -28.9% | 37,679 | $6.4M |
| Braun-Bostich & Associates Inc. | 4.75% | Add +5.0% | 37,599 | $6.4M |
| Ade, LLC | 3.60% | Add +7.6% | 36,544 | $6.2M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Add +0.8% | 36,299 | $6.2M |
| Leavell Investment Management, Inc. | 0.31% | Add +1.2% | 36,254 | $6.2M |
| Fidelis Capital Partners, LLC | 0.66% | Add +1.0% | 36,854 | $6.2M |
| Per Stirling Capital Management, LLC. | 0.89% | Reduce -0.9% | 36,147 | $6.2M |
| Commonwealth Financial Services, LLC | 1.25% | Add +10.6% | 35,747 | $6.1M |
| Twin Peaks Wealth Advisors, LLC | 2.78% | Add +25.8% | 37,135 | $6.1M |
| Guardian Wealth Advisors, LLC / NC | 0.49% | Add +1.3% | 35,696 | $6.1M |
| MAI Capital Management | 0.05% | Add +2.4% | 35,581 | $6.1M |
| Elevation Point Wealth Partners, LLC | 0.52% | Add +8.9% | 35,358 | $6.0M |
| Lantz Financial LLC | 1.65% | Add +15.4% | 35,226 | $6.0M |
| Avidian Wealth Enterprises, LLC | 0.27% | Add +8.5% | 35,031 | $6.0M |
| Cora Capital Advisors LLC | 2.84% | Reduce -0.1% | 34,681 | $5.9M |
| Titleist Asset Management, LLC | 0.68% | Add +10.3% | 34,504 | $5.9M |
| Client 1ST Advisory Group, LLC | 2.29% | Add +4.4% | 34,401 | $5.9M |
| Verus Capital Partners, LLC | 0.58% | Add +9.2% | 34,186 | $5.8M |
| Wealthgarden F.S. LLC | 5.59% | Reduce -1.3% | 34,013 | $5.8M |
| Symphony Financial, Ltd. Co. | 3.41% | Reduce -29.2% | 34,896 | $5.8M |
| AlTi Global, Inc. | 0.15% | Add +10.3% | 33,431 | $5.7M |
| Barnes Wealth Management Group, Inc | 3.64% | Reduce -0.9% | 33,203 | $5.7M |
| Northwest Capital Management Inc | 2.31% | Reduce -17.5% | 32,905 | $5.6M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -46.0% | 32,639 | $5.6M |
| Bison Wealth, LLC | 0.52% | Add +81.0% | 32,870 | $5.6M |
| Fortis Group Advisors, LLC | 1.08% | Reduce -9.2% | 32,668 | $5.6M |
| Vista Investment Management | 2.17% | Add +0.2% | 32,503 | $5.6M |
| Davis Wealth Advisors, LLC | 6.20% | Add +15.4% | 32,135 | $5.5M |
| Inscription Capital, LLC | 0.90% | — | 33,068 | $5.4M |
| Golden State Wealth Management, LLC | 0.80% | Add +28.9% | 31,317 | $5.4M |
| Old National Bancorp | 0.14% | Add +6.6% | 30,986 | $5.3M |
| World Investment Advisors | 0.14% | Add +3.0% | 30,869 | $5.3M |
| Western Wealth Management, LLC | 0.35% | Reduce -34.9% | 30,835 | $5.3M |
| Avant Capital LLC | 4.37% | Add +0.3% | 30,718 | $5.2M |
| Ethos Financial Group, LLC | 0.50% | No change | 29,465 | $5.2M |
| Richard P Slaughter Associates Inc | 1.22% | Reduce -76.4% | 30,530 | $5.2M |
| AlphaCore Capital LLC | 0.44% | New | 30,478 | $5.2M |
| Diversify Advisory Services, LLC | 0.33% | Reduce -5.9% | 30,831 | $5.2M |
| Marino, Stram & Associates LLC | 1.15% | Add +1.8% | 30,292 | $5.2M |
| Keystone Wealth Services, LLC | 1.39% | Reduce -1.2% | 30,092 | $5.1M |
| Rollins Financial Advisors, LLC | 0.89% | Reduce -5.6% | 30,051 | $5.1M |
| Investor's Fiduciary Advisor Network, LLC | 2.42% | Add +1.2% | 30,047 | $5.1M |
| Avalon Capital Management | 1.49% | Reduce -23.3% | 29,931 | $5.1M |
| PFG Private Wealth Management, LLC | 2.73% | Add +3.4% | 29,487 | $5.0M |
| Hoxton Planning & Management, LLC | 1.92% | Add +13.6% | 29,428 | $5.0M |
| SageView Advisory Group, LLC | 0.21% | Add +1.1% | 29,258 | $5.0M |
| Shum Financial Group, Inc. | 4.33% | Add +0.2% | 29,250 | $5.0M |
| Life Line Wealth Management LLC | 1.82% | Reduce -86.0% | 28,992 | $5.0M |
| Compound Planning, Inc. | 0.23% | Reduce -5.2% | 28,981 | $5.0M |
| Capital Advantage, Inc. | 0.90% | No change | 27,694 | $4.9M |
| Cornerstone Advisors Asset Management, LLC | 1.00% | Reduce -2.3% | 28,669 | $4.9M |
| Good Life Advisors, LLC | 0.34% | Reduce -4.0% | 28,576 | $4.9M |
| GeoWealth Management, LLC | 0.19% | Add +3.4% | 28,353 | $4.8M |
| My Legacy Advisors, LLC | 1.86% | Add +13.1% | 28,277 | $4.8M |
| Stanich Group LLC | 3.56% | Add +2.7% | 28,148 | $4.8M |
| KM Capital Management Ltd. | 2.59% | Reduce -8.5% | 28,135 | $4.8M |
| Astoria Portfolio Advisors LLC. | 1.63% | Reduce -8.3% | 29,251 | $4.8M |
| Capital Investment Advisors, LLC | 0.09% | Add +22.6% | 27,955 | $4.8M |
| Warner Financial, Inc. | 2.11% | Add +0.2% | 27,890 | $4.8M |
| Freedom Investment Management, Inc. | 0.40% | Add +15.3% | 27,787 | $4.7M |
| West Wealth Group, LLC | 1.40% | Reduce -2.8% | 27,627 | $4.7M |
| Aries Wealth Management | 1.28% | Reduce -3.3% | 27,514 | $4.7M |
| Simon Quick Advisors, LLC | 0.27% | Reduce -1.2% | 27,444 | $4.7M |
| Avestar Capital, LLC | 0.44% | Reduce -8.1% | 27,300 | $4.7M |
| FFG Retirement Advisors LLC | 3.17% | Reduce -3.6% | 27,269 | $4.7M |
| Copperleaf Capital, LLC | 2.78% | Add +14.3% | 27,258 | $4.7M |
| Alterna Wealth Management, Inc. | 3.47% | Add +21.3% | 26,792 | $4.6M |
| Arrow Investment Advisors, LLC | 4.83% | Reduce -8.0% | 26,705 | $4.6M |
| Financial Enhancement Group LLC | 0.71% | Add +4.3% | 28,065 | $4.5M |
| Bridges Investment Management Inc. | 0.07% | No change | 26,436 | $4.5M |
| Panoramic Investment Advisors, LLC | 3.04% | Reduce -3.1% | 26,335 | $4.5M |
| Tyler-Stone Wealth Management | 0.80% | Reduce -3.0% | 26,198 | $4.5M |
| TruWealth Advisors, LLC | 0.27% | Add +8.8% | 25,944 | $4.4M |
| Worth Financial Advisory Group, LLC | 2.79% | Reduce -2.1% | 25,710 | $4.4M |
| OMNI 360 Wealth, Inc. | 2.94% | Add +2.9% | 25,678 | $4.4M |
| Breakwater Capital Group | 0.78% | Add +12.1% | 25,646 | $4.4M |
| Tacita Capital Inc | 3.15% | Add +0.0% | 25,553 | $4.4M |
| Apollon Financial, LLC | 1.03% | Add +4.8% | 25,482 | $4.4M |
| Annandale Capital, LLC | 0.81% | Reduce -0.1% | 25,374 | $4.3M |
| Unique Wealth, LLC | 0.81% | Add +113.5% | 25,136 | $4.3M |
| Gateway Wealth Partners, LLC | 0.96% | Add +8.4% | 25,122 | $4.3M |
| Pinion Investment Advisors, LLC | 0.94% | Add +198.7% | 24,910 | $4.3M |
| Ssi Investment Management LLC | 1.72% | Reduce -2.2% | 24,824 | $4.2M |
| Vertex Planning Partners, LLC | 0.92% | Add +14.6% | 24,647 | $4.2M |
| Fortis Capital Management LLC | 0.82% | Add +0.2% | 24,549 | $4.2M |
| HB Wealth Management, LLC | 0.04% | Add +247.1% | 24,408 | $4.2M |
| Moneco Advisors, LLC | 0.43% | Reduce -30.8% | 24,148 | $4.1M |
| Trust Co | 0.49% | Add +45.0% | 24,121 | $4.1M |
| Interchange Capital Partners, LLC | 1.15% | Add +17.7% | 23,974 | $4.1M |
| Horizon Investments, LLC | 0.12% | Reduce -97.8% | 23,956 | $4.1M |
| Delos Wealth Advisors, LLC | 3.24% | Add +0.2% | 23,941 | $4.1M |
| Prospera Financial Services Inc | 0.09% | Add +14.9% | 23,859 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +394.8% | 23,810 | $4.1M |
| Ridgeline Wealth, LLC | 3.46% | Reduce -10.6% | 23,807 | $4.1M |
| MorganRosel Wealth Management, LLC | 1.23% | Add +11.4% | 23,727 | $4.1M |
| TCI Wealth Advisors, Inc. | 0.32% | Add +0.4% | 23,659 | $4.0M |
| Mather Group, Llc. | 0.05% | Add +20.1% | 23,384 | $4.0M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -15.2% | 23,228 | $4.0M |
| Beacon Financial Planning, Inc. | 2.28% | Add +8.0% | 23,194 | $4.0M |
| American Money Management, LLC | 0.75% | Add +27.8% | 23,136 | $4.0M |
| Pacific Wealth Management | 2.14% | Add +1.0% | 22,764 | $3.9M |
| Blair William & Co. | 0.01% | Add +4.0% | 22,715 | $3.9M |
| Keystone Financial Group | 0.39% | Reduce -20.7% | 22,584 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.26% | Reduce -0.6% | 22,446 | $3.8M |
| Crescent Grove Advisors, LLC | 0.40% | Reduce -8.8% | 22,368 | $3.8M |
| Brown Financial Advisors | 1.56% | Add +3.5% | 22,178 | $3.8M |
| Millington Financial Advisors, LLC | 2.32% | Add +6.3% | 23,089 | $3.8M |
| RCS Financial Planning, LLC | 1.98% | Add +9.8% | 22,008 | $3.8M |
| Fluent Financial, LLC | 1.62% | Add +3.9% | 21,709 | $3.7M |
| Private Trust Co. NA | 0.38% | Add +1.6% | 21,628 | $3.7M |
| Empowered Funds, LLC | 0.05% | Add +9359.0% | 21,472 | $3.7M |
| Magnus Financial Group LLC | 0.36% | Reduce -7.0% | 21,381 | $3.7M |
| Beacon Financial Advisory LLC | 1.10% | Add +3.7% | 21,220 | $3.6M |
| Banco Santander, S.A. | 0.04% | Reduce -8.2% | 21,040 | $3.6M |
| Woodmont Investment Counsel LLC | 0.26% | Reduce -0.8% | 20,854 | $3.6M |
| Peddock Capital Advisors, LLC | 0.90% | Add +3.6% | 20,799 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.1% | 20,783 | $3.6M |
| Dohj, LLC | 0.81% | Add +25.8% | 20,767 | $3.5M |
| Fifth Third Bancorp | 0.01% | Reduce -6.5% | 20,719 | $3.5M |
| Bank of Montreal | 0.00% | Add +0.4% | 20,696 | $3.5M |
| First Citizens Financial Corp | 1.99% | Reduce -5.4% | 20,618 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +7.6% | 20,581 | $3.5M |
| Signal Advisors Wealth, LLC | 0.34% | Reduce -10.9% | 20,357 | $3.5M |
| BridgePort Financial Solutions, LLC | 1.57% | Reduce -1.0% | 20,354 | $3.5M |
| Bush Investment Group, LLC | 2.60% | Add +11.1% | 20,225 | $3.5M |
| Signet Financial Management, LLC | 0.46% | New | 20,068 | $3.4M |
| Commonwealth Retirement Investments LLC | 1.38% | Add +24.3% | 19,876 | $3.4M |
| Quent Capital, LLC | 0.36% | Reduce -0.5% | 19,855 | $3.4M |
| AQR Capital Management | 0.00% | Add +45.5% | 19,681 | $3.4M |
| Robinson Smith Wealth Advisors LLC | 2.81% | Reduce -2.0% | 19,673 | $3.4M |
| Brookwood Investment Group LLC | 0.58% | — | 19,664 | $3.4M |
| United Advisor Group, LLC | 0.68% | Add +7.9% | 19,488 | $3.3M |
| Bedel Financial Consulting, Inc. | 0.48% | Add +0.0% | 19,543 | $3.3M |
| Farrell Financial LLC | 2.41% | Reduce -0.9% | 19,337 | $3.3M |
| Delta Wealth Advisors LLC | 2.98% | Reduce -3.7% | 19,229 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -10.7% | 19,209 | $3.3M |
| FDx Advisors, Inc. | 1.05% | Reduce -38.6% | 18,974 | $3.2M |
| Benjamin Edwards Inc. | 0.05% | Add +25.6% | 18,931 | $3.2M |
| Two Sigma Securities, LLC | 0.49% | New | 18,914 | $3.2M |
| Principal Financial Group Inc. | 0.00% | No change | 18,893 | $3.2M |
| Retirement Wealth Solutions LLC | 2.60% | Add +42.0% | 18,862 | $3.2M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +372.4% | 18,830 | $3.2M |
| Providence First Trust Co | 1.30% | Reduce -2.7% | 18,826 | $3.2M |
| Silverlake Wealth Management LLC | 1.23% | Reduce -8.5% | 18,696 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -28.9% | 18,693 | $3.2M |
| DAVENPORT & Co LLC | 0.02% | Add +42.7% | 18,693 | $3.2M |
| Trademark Financial Management, LLC | 2.44% | Add +17.1% | 18,682 | $3.2M |
| Mayfair Advisory Group, LLC | 1.83% | Add +2.4% | 18,592 | $3.2M |
| SG Americas Securities, LLC | 0.01% | Add +95.7% | 18,514 | $3.2M |
| 10Elms LLP | 3.72% | Reduce -1.0% | 18,425 | $3.1M |
| Concorde Asset Management, LLC | 1.69% | Add +2.8% | 18,976 | $3.1M |
| Bulltick Wealth Management, LLC | 0.83% | Add +39.3% | 18,386 | $3.1M |
| Chilton Investment Co. Inc. | 0.08% | Add +1318.3% | 18,239 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +102.1% | 18,118 | $3.1M |
| Wells Financial Advisors INC | 4.24% | Reduce -1.0% | 17,979 | $3.1M |
| Macroview Investment Management LLC | 2.87% | Add +3.0% | 17,844 | $3.0M |
| Blalock Williams, LLC | 3.41% | Add +16.7% | 17,816 | $3.0M |
| LifePlan Investment Advisors, Inc. | 1.75% | Add +39.0% | 17,804 | $3.0M |
| Balance Wealth Partners LLC | 1.98% | — | 17,803 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.0% | 17,785 | $3.0M |
| Tarbox Family Office, Inc. | 0.50% | No change | 17,642 | $3.0M |
| Fullcircle Wealth LLC | 1.23% | Add +12.3% | 17,847 | $3.0M |
| Transcend Capital Advisors, LLC | 0.21% | Add +9.8% | 17,400 | $3.0M |
| Win Advisors, Inc. | 1.52% | Add +623.3% | 17,322 | $3.0M |
| Venturi Wealth Management, LLC | 0.15% | Add +13.2% | 17,258 | $2.9M |
| Pinebridge Investments, L.P. | 0.02% | Add +24.4% | 17,125 | $2.9M |
| Dakota Wealth Management | 0.07% | Reduce -1.9% | 17,100 | $2.9M |
| Absolute Capital Management, LLC | 1.69% | Add +4.5% | 17,073 | $2.9M |
| Integrated Advisors Network LLC | 0.15% | Add +99.1% | 16,899 | $2.9M |
| Creative Financial Designs Inc. | 0.23% | Add +6.4% | 16,846 | $2.9M |
| Dorsey Wright & Associates | 0.73% | Reduce -2.8% | 16,836 | $2.9M |
| Sutton Place Investors LLC | 1.93% | Add +14.0% | 16,789 | $2.9M |
| GWN Securities Inc. | 0.16% | New | 16,725 | $2.9M |
| Smartleaf Asset Management LLC | 0.28% | Add +18.9% | 16,834 | $2.9M |
| Greenleaf Trust | 0.03% | Reduce -1.3% | 16,644 | $2.8M |
| WealthPLAN Partners, LLC | 0.40% | Add +13.4% | 16,580 | $2.8M |
| Redwood Investment Management, LLC | 0.31% | Add +5.4% | 16,519 | $2.8M |
| Wise Wealth Partners | 6.72% | Add +1.6% | 16,461 | $2.8M |
| Carnegie Investment Counsel | 0.07% | Add +52.9% | 17,499 | $2.8M |
| Flputnam Investment Management Co. | 0.05% | Add +4.1% | 16,371 | $2.8M |
| HRT Financial LP | 0.02% | New | 16,372 | $2.8M |
| DHK Financial Advisors, Inc. | 1.51% | Add +100.0% | 16,132 | $2.8M |
| Total Clarity Wealth Management, Inc. | 0.90% | No change | 15,454 | $2.8M |
| CFM Wealth Partners LLC | 0.48% | Add +3.5% | 16,090 | $2.7M |
| CGC Financial Services, LLC | 1.09% | Reduce -3.9% | 16,083 | $2.7M |
| Aspire Private Capital, LLC | 0.68% | Add +3.1% | 16,043 | $2.7M |
| Institute for Wealth Management, LLC. | 0.35% | Reduce -20.3% | 15,849 | $2.7M |
| Bristlecone Advisors, LLC | 0.22% | Reduce -8.0% | 15,839 | $2.7M |
| Clearview Wealth Advisors LLC | 2.02% | Add +3.6% | 15,815 | $2.7M |
| Adero Partners, LLC | 0.18% | Reduce -28.7% | 15,746 | $2.7M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +1.6% | 15,721 | $2.7M |
| Carr Financial Group Corp | 0.88% | Reduce -2.8% | 15,627 | $2.7M |
| Alpha Zero LLC | 2.01% | Reduce -2.9% | 15,437 | $2.6M |
| BCU Wealth Advisors, LLC | 1.36% | Add +18.4% | 15,258 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.76% | Add +4.2% | 15,246 | $2.6M |
| Tradewinds, LLC. | 0.73% | Reduce -26.4% | 15,184 | $2.6M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +2.4% | 15,182 | $2.6M |
| Elk River Wealth Management LLC | 0.48% | Reduce -10.6% | 15,020 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -8.1% | 14,979 | $2.6M |
| Cooper Financial Group | 0.33% | Add +43.0% | 14,842 | $2.5M |
| Mission Wealth Management, LP | 0.06% | Add +6.1% | 14,720 | $2.5M |
| Clear Creek Financial Management, LLC | 0.26% | Add +11.6% | 14,581 | $2.5M |
| Marks Group Wealth Management, Inc | 0.24% | Reduce -0.8% | 14,447 | $2.5M |
| NorthRock Partners, LLC | 0.08% | Add +54.2% | 14,439 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.03% | Add +0.4% | 14,431 | $2.5M |
| Apex Wealth Management, LLC | 2.22% | Reduce -1.2% | 14,417 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +11.0% | 14,392 | $2.5M |
| Regimen Wealth, LLC | 0.79% | Reduce -5.8% | 14,288 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +73.4% | 14,151 | $2.4M |
| Flywheel Private Wealth LLC | 2.19% | Reduce -0.6% | 14,050 | $2.4M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -2.9% | 13,951 | $2.4M |
| EWG Elevate Inc. | 0.90% | Reduce -85.6% | 13,906 | $2.4M |
| Market Street Wealth Management Advisors LLC | 0.40% | Reduce -3.8% | 13,892 | $2.4M |
| W Advisors, LLC | 1.49% | Add +6.3% | 13,890 | $2.4M |
| Ellis Investment Partners, LLC | 0.49% | Add +8.4% | 13,859 | $2.4M |
| Flagstar Securities, Inc. | 0.60% | Add +1.1% | 13,772 | $2.4M |
| RDA Financial Network | 0.70% | Add +14.2% | 13,641 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Add +1.9% | 13,602 | $2.3M |
| Peak Financial Advisors LLC | 1.18% | Add +0.9% | 13,569 | $2.3M |
| Thrive Wealth Management, LLC | 0.44% | Reduce -2.5% | 13,460 | $2.3M |
| Gryphon Financial Partners LLC | 0.34% | Add +2.7% | 13,424 | $2.3M |
| Private Client Services, LLC | 1.13% | Reduce -1.9% | 13,382 | $2.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.58% | Reduce -0.0% | 13,292 | $2.3M |
| Lion Street Advisors, LLC | 0.72% | Add +14.7% | 13,232 | $2.3M |
| Chicago Partners Investment Group LLC | 0.07% | Add +2.4% | 13,127 | $2.2M |
| Hobbs Group Advisors, LLC | 0.85% | Reduce -20.7% | 13,128 | $2.2M |
| Sovereign Financial Group, Inc. | 0.51% | Add +11.8% | 13,012 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | No change | 13,000 | $2.2M |
| Novem Group | 0.31% | Reduce -2.5% | 12,817 | $2.2M |
| Maripau Wealth Management LLC | 1.25% | Reduce -27.6% | 12,782 | $2.2M |
| Almanack Investment Partners, LLC. | 0.43% | Add +0.7% | 12,732 | $2.2M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -27.7% | 12,692 | $2.2M |
| Merkkuri Wealth Advisors LLC | 1.85% | Add +21.4% | 12,615 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +60.1% | 12,476 | $2.1M |
| Elevated Capital Advisors, LLC | 0.60% | Reduce -5.0% | 12,436 | $2.1M |
| RMR Capital Management, LLC | 1.53% | Reduce -2.8% | 12,416 | $2.1M |
| SouthState Bank Corp | 0.10% | New | 12,406 | $2.1M |
| Quantinno Capital Management LP | 0.01% | Add +53.1% | 12,379 | $2.1M |
| First Heartland Consultants, Inc. | 0.22% | Reduce -42.3% | 12,320 | $2.1M |
| Mattson Financial Services, LLC | 0.63% | Add +2.8% | 12,314 | $2.1M |
| Optivise Advisory Services LLC | 1.17% | Reduce -24.6% | 12,206 | $2.1M |
| Sheridan Capital Management, LLC | 1.52% | Add +5.7% | 12,191 | $2.1M |
| Provident Investment Management, Inc. | 0.20% | Add +4.9% | 12,178 | $2.1M |
| Fort Sheridan Advisors LLC | 0.32% | Add +7.4% | 12,155 | $2.1M |
| Raleigh Capital Management Inc. | 0.93% | Add +15.3% | 12,033 | $2.1M |
| Argent Trust Co | 0.08% | Add +1.9% | 12,031 | $2.1M |
| Brighton Jones LLC | 0.07% | Add +19.8% | 12,010 | $2.1M |
| BigSur Wealth Management LLC | 0.56% | No change | 12,000 | $2.1M |
| Yukon Wealth Management, Inc. | 0.85% | — | 11,984 | $2.0M |
| Boyum Wealth Architects LLC | 1.99% | — | 11,983 | $2.0M |
| Hicks Capital Management LLC | 2.71% | — | 11,978 | $2.0M |
| Bestgate Wealth Advisors, LLC | 4.19% | Reduce -2.5% | 11,843 | $2.0M |
| Savvy Advisors, Inc. | 0.20% | Add +137.4% | 11,823 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -0.8% | 11,808 | $2.0M |
| Verdence Capital Advisors LLC | 0.15% | Reduce -6.9% | 11,745 | $2.0M |
| CW Advisors, LLC | 0.02% | Add +578.9% | 11,705 | $2.0M |
| Vision Capital Management, Inc. | 0.29% | Reduce -0.8% | 11,637 | $2.0M |
| RHS Financial, LLC | 1.11% | Reduce -35.1% | 11,601 | $2.0M |
| Vantage Point Financial LLC | 0.99% | Add +23.1% | 11,550 | $2.0M |
| Tranquility Partners, LLC | 0.75% | Reduce -0.1% | 11,427 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Add +9.9% | 11,378 | $1.9M |
| Central Pacific Bank - Trust Division | 0.27% | Reduce -1.9% | 11,101 | $1.9M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $1.9M |
| MKT Advisors LLC | 0.88% | Add +20.7% | 12,155 | $1.9M |
| Two West Capital Advisors LLC | 1.56% | Add +37.0% | 11,438 | $1.9M |
| Hutchens & Kramer Investment Management Group, LLC | 1.02% | Add +0.5% | 10,867 | $1.9M |
| Paladin Wealth, LLC | 1.65% | Add +5.5% | 10,780 | $1.8M |
| Journey Strategic Wealth LLC | 0.06% | Add +7.7% | 10,676 | $1.8M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -23.7% | 10,675 | $1.8M |
| Global Financial Private Client, LLC | 0.69% | Add +1.7% | 10,636 | $1.8M |
| North Star Asset Management Inc. | 0.08% | No change | 10,617 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +78.7% | 10,559 | $1.8M |
| TFC Financial Management, Inc. | 0.28% | Reduce -2.0% | 10,529 | $1.8M |
| Level Financial Advisors | 0.61% | Reduce -0.2% | 10,526 | $1.8M |
| Matauro, LLC | 0.37% | Reduce -0.1% | 10,522 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.30% | Add +1.2% | 10,481 | $1.8M |
| Midwest Heritage Bank, FSB | 0.74% | Reduce -2.2% | 10,470 | $1.8M |
| Essex Financial Services, Inc. | 0.13% | Add +1.1% | 10,466 | $1.8M |
| Alta Wealth Advisors LLC | 0.81% | Add +0.5% | 10,376 | $1.8M |
| Elios Financial Group Inc. | 0.87% | Add +4.3% | 10,361 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.20% | Add +1.6% | 10,287 | $1.8M |
| StoneX Group Inc. | 0.10% | Add +4.8% | 10,269 | $1.8M |
| Marshall Financial Group, LLC | 0.38% | Reduce -7.5% | 10,249 | $1.8M |
| PFG Investments, LLC | 0.11% | Add +0.5% | 10,231 | $1.7M |
| Triumph Capital Management | 0.58% | Reduce -33.3% | 10,214 | $1.7M |
| Tempus Wealth Planning, LLC | 0.52% | Add +32.9% | 10,148 | $1.7M |
| Keel Point, LLC | 0.13% | Add +7.4% | 10,083 | $1.7M |
| Betterment LLC | 0.00% | Reduce -5.9% | 10,080 | $1.7M |
| Alteri Wealth LLC | 0.75% | Add +6.5% | 9,943 | $1.7M |
| Fairvoy Private Wealth, LLC | 0.46% | Reduce -3.8% | 9,846 | $1.7M |
| Curtis Advisory Group, LLC | 0.49% | Add +10.3% | 9,802 | $1.7M |
| John W. Brooker & Co., CPAs | 0.69% | No change | 9,773 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +5.8% | 9,671 | $1.7M |
| Amplius Wealth Advisors, LLC | 0.17% | Reduce -0.5% | 9,667 | $1.7M |
| Accelerate Investment Advisors LLC | 1.38% | Add +30.7% | 9,618 | $1.6M |
| Abel Hall, LLC | 0.99% | No change | 9,609 | $1.6M |
| Diversified Enterprises, LLC | 0.14% | Add +5.3% | 9,585 | $1.6M |
| Resurgent Financial Advisors LLC | 0.98% | Add +8.9% | 9,553 | $1.6M |
| Syntegra Private Wealth Group, LLC | 0.19% | Reduce -2.3% | 9,452 | $1.6M |
| Elevate Capital Advisors, LLC | 1.49% | Add +22.6% | 9,451 | $1.6M |
| Lionsbridge Wealth Management LLC | 1.42% | Reduce -17.3% | 9,369 | $1.6M |
| New Republic Capital, LLC | 0.69% | Add +3.1% | 9,360 | $1.6M |
| Colton Groome Financial Advisors, LLC | 0.62% | Reduce -31.3% | 9,443 | $1.6M |
| KCM Investment Advisors LLC | 0.06% | Add +1.5% | 9,334 | $1.6M |
| WealthTrak Capital Management LLC | 1.37% | Add +21.8% | 9,284 | $1.6M |
| Mainstream Capital Management LLC | 1.25% | Add +11.6% | 9,249 | $1.6M |
| Latitude Advisors, LLC | 0.91% | Add +23.1% | 9,204 | $1.6M |
| VestGen Investment Management | 1.18% | Reduce -7.8% | 9,117 | $1.6M |
| Clarendon Private LLC | 1.64% | Add +5.7% | 9,097 | $1.6M |
| Mattern Wealth Management LLC | 0.34% | Add +1.8% | 9,071 | $1.6M |
| World Equity Group, Inc. | 0.44% | Add +47.4% | 9,028 | $1.5M |
| LexAurum Advisors, LLC | 0.30% | Add +12.8% | 9,039 | $1.5M |
| JT Stratford LLC | 0.27% | Add +35.3% | 8,926 | $1.5M |
| Arcadia Wealth Management, LLC | 0.75% | Reduce -0.1% | 8,907 | $1.5M |
| Syntax Research, Inc. | 1.05% | Add +38.2% | 8,880 | $1.5M |
| Talisman Wealth Advisors LLC | 1.55% | Add +9.3% | 8,859 | $1.5M |
| MSH Capital Advisors LLC | 0.46% | Add +75.3% | 8,722 | $1.5M |
| Tortoise Investment Management, LLC | 0.15% | No change | 8,679 | $1.5M |
| Retirement Planning Group, LLC / NY | 1.51% | Reduce -0.4% | 8,670 | $1.5M |
| Johnson Bixby & Associates, LLC | 0.22% | Reduce -3.0% | 8,634 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.03% | Reduce -5.1% | 8,663 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -6.2% | 8,585 | $1.5M |
| Everpar Advisors LLC | 0.77% | Add +27.7% | 8,534 | $1.5M |
| Retirement Planning Group, LLC | 0.07% | Reduce -2.6% | 8,464 | $1.4M |
| USAdvisors Wealth Management, LLC | 0.50% | Reduce -3.5% | 8,412 | $1.4M |
| First Citizens Bank & Trust Co. | 0.04% | Reduce -4.2% | 8,352 | $1.4M |
| Clear Harbor Asset Management, LLC | 0.11% | New | 8,335 | $1.4M |
| Prudential PLC | 0.01% | Add +21.6% | 8,276 | $1.4M |
| QRG Capital Management, Inc. | 0.01% | Add +10.8% | 8,256 | $1.4M |
| Transce3nd, LLC | 0.63% | Add +11.3% | 8,232 | $1.4M |
| Bailard, Inc. | 0.04% | Reduce -1.3% | 8,147 | $1.4M |
| Haverford Financial Services, Inc. | 0.43% | No change | 8,140 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +30.7% | 8,130 | $1.4M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -15.8% | 8,130 | $1.4M |
| Catalina Capital Group, LLC | 0.92% | Reduce -19.8% | 8,086 | $1.4M |
| Evergreen Capital Management LLC | 0.05% | No change | 8,061 | $1.4M |
| Farmers & Merchants Investments Inc. | 0.04% | Reduce -2.6% | 8,034 | $1.4M |
| Noble Wealth Management PBC | 0.94% | Reduce -9.4% | 8,024 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +9.6% | 8,023 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.36% | Reduce -0.8% | 7,905 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Add +15.9% | 7,883 | $1.3M |
| Atlatl Advisers LLC | 0.87% | Add +4.8% | 7,866 | $1.3M |
| Semmax Financial Advisors Inc. | 0.36% | Add +16.2% | 7,858 | $1.3M |
| Mgo One Seven LLC | 0.05% | Reduce -82.4% | 7,842 | $1.3M |
| YHB Investment Advisors, Inc. | 0.11% | Add +62.6% | 7,822 | $1.3M |
| Cozad Asset Management Inc. | 0.13% | Reduce -2.5% | 7,790 | $1.3M |
| Ancora Advisors LLC | 0.03% | Add +26.6% | 7,785 | $1.3M |
| Benningfield Financial Advisors, LLC | 1.27% | Reduce -4.0% | 7,755 | $1.3M |
| Dana Investment Advisors, Inc. | 0.05% | Add +14.7% | 7,746 | $1.3M |
| CPC Advisors, LLC | 0.18% | No change | 7,744 | $1.3M |
| Financial Insights, Inc. | 0.53% | Reduce -7.2% | 7,740 | $1.3M |
| Financial Counselors Inc. | 0.02% | Add +128.5% | 7,613 | $1.3M |
| Eldridge Investment Advisors, Inc. | 0.30% | Reduce -82.8% | 7,605 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +4.9% | 7,602 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.13% | Add +10.8% | 7,567 | $1.3M |
| Allen Capital Group, LLC | 0.15% | Add +30.8% | 7,547 | $1.3M |
| MBE Wealth Management, LLC | 0.62% | Reduce -0.1% | 7,526 | $1.3M |
| Horan Securities, Inc. | 0.49% | Add +55.7% | 7,522 | $1.3M |
| Monograph Wealth Advisors, LLC | 0.17% | No change | 7,515 | $1.3M |
| Schrum Private Wealth Management LLC | 1.13% | Add +9.4% | 7,511 | $1.3M |
| WT Wealth Management | 0.42% | Add +9.1% | 7,502 | $1.3M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -1.2% | 7,479 | $1.3M |
| Vermillion & White Wealth Management Group, LLC | 0.92% | Reduce -50.5% | 7,420 | $1.3M |
| First Financial Bank - Trust Division | 0.12% | Reduce -4.1% | 7,415 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Reduce -6.5% | 7,384 | $1.3M |
| Clarity Capital Partners LLC | 0.50% | Reduce -1.7% | 7,290 | $1.2M |
| Dentgroup LLC | 0.93% | Add +2.1% | 7,278 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.18% | Add +0.5% | 7,131 | $1.2M |
| Claris Financial LLC | 0.80% | No change | 6,835 | $1.2M |
| FLP Wealth Management, LLC | 3.81% | Add +22.5% | 7,020 | $1.2M |
| Riverchase Wealth Management, LLC | 0.84% | Reduce -2.2% | 6,991 | $1.2M |
| Capital A Wealth Management, LLC | 1.25% | Reduce -70.4% | 6,955 | $1.2M |
| Ehrlich Financial Group | 0.86% | Reduce -6.4% | 6,939 | $1.2M |
| Fortress Private Ledger, LLC | 0.66% | Reduce -2.5% | 6,915 | $1.2M |
| Waypoint Wealth Partners Inc. | 0.33% | Reduce -43.6% | 6,907 | $1.2M |
| Continuum Advisory, LLC | 0.15% | Add +1.7% | 6,886 | $1.2M |
| Ardent Capital Management, Inc. | 0.51% | No change | 6,874 | $1.2M |
| Nikulski Financial, Inc. | 0.35% | No change | 6,849 | $1.2M |
| Magnolia Capital Advisors LLC | 0.32% | Reduce -85.4% | 6,845 | $1.2M |
| Avantra Family Wealth, Inc. | 1.12% | Add +1.8% | 6,828 | $1.2M |
| Lifeworks Advisors, LLC | 0.19% | Add +29.5% | 6,810 | $1.2M |
| Hilltop Holdings Inc. | 0.07% | Add +11.1% | 6,771 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.58% | Reduce -11.6% | 6,748 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +6.7% | 6,711 | $1.1M |
| Opulen Financial Group LLC | 1.04% | Add +0.1% | 6,682 | $1.1M |
| Lake Street Private Wealth, LLC | 0.18% | Add +4.0% | 6,566 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -13.4% | 6,562 | $1.1M |
| Saiph Capital, LLC | 0.54% | No change | 6,557 | $1.1M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -12.8% | 6,506 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -52.1% | 6,524 | $1.1M |
| Semus Wealth Partners LLC | 0.77% | Add +19.6% | 6,462 | $1.1M |
| Ieq Capital, LLC | 0.01% | Add +2.6% | 6,429 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -6.6% | 6,398 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.15% | — | 6,365 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Add +1.8% | 6,360 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +19.9% | 6,355 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +3.0% | 6,293 | $1.1M |
| Bernardo Wealth Planning LLC | 0.26% | Reduce -0.1% | 6,245 | $1.1M |
| Meridian Investment Counsel Inc. | 0.31% | No change | 6,234 | $1.1M |
| G&S Capital LLC | 0.45% | Add +2.3% | 6,219 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -4.1% | 6,176 | $1.1M |
| LPWM LLC | 0.34% | Add +8.2% | 6,144 | $1.0M |
| Herold Advisors, Inc. | 0.23% | Add +25.5% | 6,103 | $1.0M |
| Brass Tax Wealth Management, Inc. | 0.22% | Add +0.8% | 6,067 | $1.0M |
| Stephens Consulting, LLC | 0.26% | Reduce -3.9% | 6,042 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +15.6% | 6,035 | $1.0M |
| Ergawealth Advisors, Inc. | 0.51% | Reduce -0.8% | 6,030 | $1.0M |
| Sound Income Strategies, LLC | 0.06% | Add +3.5% | 6,015 | $1.0M |
| YANKCOM Partnership | 0.56% | No change | 6,000 | $1.0M |
| Ipsen Advisor Group LLC | 0.88% | Add +0.2% | 6,000 | $1.0M |
| Investors Research Corp | 0.22% | Add +8.1% | 5,995 | $1.0M |
| LGT Financial Advisors LLC | 3.12% | Add +9.7% | 5,984 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +0.7% | 5,960 | $1.0M |
| Empire Life Investments Inc. | 0.07% | Reduce -75.5% | 5,947 | $1.0M |
| Drive Wealth Management, LLC | 0.24% | Add +0.6% | 5,929 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Add +0.8% | 5,918 | $1.0M |
| Aprio Wealth Management, LLC | 0.13% | Add +188.2% | 5,917 | $1.0M |
| GK Wealth Management LLC | 1.25% | Add +10.9% | 5,848 | $999K |
| Abundance Wealth Counselors | 0.21% | No change | 6,051 | $996K |
| Valeo Financial Advisors, LLC | 0.03% | Add +51.3% | 5,816 | $994K |
| Cahaba Wealth Management, Inc. | 0.08% | No change | 5,801 | $991K |
| L & S Advisors Inc | 0.14% | Reduce -2.9% | 5,772 | $986K |
| Itau Unibanco Holding S.A. | 0.04% | New | 5,741 | $981K |
| Alpha Financial Partners LLC | 0.79% | Add +5.5% | 5,739 | $981K |
| Raab & Moskowitz Asset Management LLC | 0.25% | Reduce -14.2% | 5,729 | $979K |
| Seneschal Advisors, LLC | 0.84% | Add +3.8% | 5,726 | $979K |
| Allegheny Financial Group | 0.25% | Reduce -0.3% | 5,713 | $976K |
| Wealth Dimensions Group, Ltd. | 0.23% | Reduce -0.6% | 5,638 | $964K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.2% | 5,614 | $959K |
| Empirical Asset Management, LLC | 0.33% | Add +20.9% | 5,612 | $959K |
| Glenview Trust Co | 0.02% | Reduce -10.4% | 5,609 | $959K |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -1.2% | 5,608 | $958K |
| Mattern Capital Management, LLC | 0.12% | Reduce -0.8% | 5,583 | $954K |
| Violich Capital Management, Inc. | 0.13% | No change | 5,540 | $947K |
| Tyche Wealth Partners LLC | 0.20% | Add +39.1% | 5,467 | $934K |
| Fiduciary Trust Co | 0.01% | No change | 5,448 | $931K |
| Meridian Financial Partners LLC | 0.47% | Reduce -6.8% | 5,430 | $928K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -9.3% | 5,428 | $928K |
| Cloverfields Capital Group, LP | 0.30% | Add +8.2% | 5,401 | $923K |
| Coordinated Financial Services, Inc. | 0.72% | — | 5,394 | $922K |
| Investment Advisory Group, LLC | 0.31% | Add +0.0% | 5,391 | $921K |
| OneAscent Family Office, LLC | 0.85% | New | 5,321 | $911K |
| Lord & Richards Wealth Management, LLC | 1.03% | Add +8.9% | 5,314 | $908K |
| Williams & Novak, LLC | 0.89% | New | 5,292 | $906K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.5% | 5,831 | $889K |
| Wolff Financial Management LLC | 0.25% | Reduce -0.5% | 5,188 | $887K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +5.3% | 5,183 | $886K |
| Pasadena Private Wealth, LLC | 0.17% | Add +22.3% | 5,170 | $883K |
| Citadel Advisors | 0.00% | Reduce -84.1% | 5,148 | $880K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 5,143 | $879K |
| FRG Family Wealth Advisors LLC | 0.17% | Reduce -2.2% | 5,130 | $877K |
| Altfest L J & Co. Inc. | 0.11% | Reduce -88.1% | 5,089 | $870K |
| Quotient Wealth Partners, LLC | 0.03% | Add +9.5% | 5,087 | $869K |
| First American Bank | 0.06% | No change | 5,069 | $866K |
| Pines Wealth Management, LLC | 0.40% | Add +2.6% | 5,654 | $862K |
| Fisher Asset Management | 0.00% | Add +158.1% | 5,026 | $859K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -43.7% | 4,997 | $854K |
| Kellett Wealth Advisors, LLC | 0.59% | Add +11.8% | 4,994 | $853K |
| FLC Capital Advisors | 0.19% | Reduce -6.2% | 4,977 | $851K |
| Novus Advisors, LLC | 0.85% | Add +6.1% | 4,918 | $840K |
| Kelly Financial Group LLC | 0.26% | Reduce -10.8% | 4,908 | $839K |
| Altus Wealth Group LLC | 0.39% | Reduce -0.2% | 4,889 | $836K |
| Clarity Financial LLC | 0.09% | No change | 4,818 | $823K |
| WASHINGTON TRUST Co | 0.03% | Reduce -17.1% | 4,815 | $823K |
| Rathbones Group PLC | 0.00% | Add +75.6% | 4,793 | $819K |
| GC Wealth Management RIA, LLC | 0.15% | Reduce -2.5% | 4,792 | $819K |
| Destiny Wealth Partners, LLC | 0.13% | No change | 4,786 | $818K |
| PUREfi Wealth, LLC | 0.82% | Add +28.7% | 4,785 | $818K |
| True North Advisors, LLC | 0.14% | Add +59.5% | 4,745 | $811K |
| MFA Wealth Services | 0.66% | Add +1.7% | 4,729 | $808K |
| Financial Gravity Asset Management, Inc. | 0.18% | — | 4,726 | $808K |
| Quantum Portfolio Management LLC | 0.40% | No change | 4,673 | $799K |
| Sonoma Private Wealth LLC | 1.10% | Reduce -5.2% | 4,644 | $794K |
| Lebenthal Global Advisors, LLC | 0.15% | Add +3.4% | 4,611 | $788K |
| Beck Capital Management, LLC | 0.23% | Reduce -2.8% | 4,609 | $788K |
| Kintra Wealth, LLC | 0.53% | Add +0.9% | 4,557 | $779K |
| Procyon Advisors, LLC | 0.05% | Add +31.2% | 4,547 | $777K |
| Advisors Capital Management, LLC | 0.01% | Reduce -1.9% | 4,520 | $772K |
| Gibbs Wealth Management | 0.18% | Reduce -16.0% | 4,461 | $762K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -90.5% | 4,436 | $758K |
| Trace Wealth Advisors, LLC | 0.68% | No change | 4,434 | $758K |
| Planned Solutions, Inc. | 0.31% | Add +26.6% | 4,420 | $755K |
| Genesis Wealth Advisors, LLC | 0.61% | Reduce -12.6% | 4,407 | $753K |
| Fulcrum Equity Management | 0.80% | Add +11.4% | 4,265 | $729K |
| Etesian Wealth Advisors, Inc. | 0.31% | Add +44.6% | 4,231 | $723K |
| Rainier Family Wealth Inc. | 0.85% | No change | 4,226 | $722K |
| Paulson Wealth Management Inc. | 0.20% | No change | 4,222 | $721K |
| Strait & Sound Wealth Management LLC | 0.33% | Add +74.7% | 4,210 | $719K |
| Fortis Advisors, LLC | 0.47% | Add +14.8% | 4,193 | $717K |
| Goelzer Investment Management, Inc. | 0.04% | Add +2.0% | 4,192 | $716K |
| Johnson Financial Group, LLC | 0.07% | New | 4,151 | $709K |
| Viawealth, LLC | 0.44% | Reduce -12.8% | 4,137 | $707K |
| Strategic Financial Concepts, LLC | 0.13% | Add +21.0% | 4,119 | $704K |
| LaSalle St. Investment Advisors, LLC | 0.17% | Add +27.9% | 4,110 | $702K |
| Diversified Trust Co. | 0.02% | Add +13.1% | 4,095 | $700K |
| Wallace Advisory Group, LLC | 0.48% | Reduce -65.1% | 3,925 | $699K |
| Belpointe Asset Management LLC | 0.04% | Reduce -23.5% | 4,088 | $699K |
| Arax Advisory Partners | 0.04% | Reduce -46.7% | 4,076 | $697K |
| HCR Wealth Advisors | 0.09% | Add +42.9% | 4,055 | $693K |
| FineMark National Bank & Trust | 0.03% | No change | 4,043 | $691K |
| Commerce Bank | 0.00% | Add +14.7% | 4,034 | $689K |
| Advisory Alpha, LLC | 0.02% | Reduce -10.2% | 4,032 | $689K |
| New England Professional Planning Group Inc. | 0.34% | Add +0.1% | 4,009 | $685K |
| Accredited Investor Services, LLC | 0.57% | No change | 4,008 | $685K |
| Pinnacle Family Advisors, LLC | 0.36% | Add +20.3% | 3,920 | $670K |
| Painted Porch Advisors LLC | 0.28% | Reduce -1.4% | 3,916 | $669K |
| Maple Capital Management, Inc. | 0.05% | Add +201.9% | 3,903 | $667K |
| 4J Wealth Management LLC | 0.52% | Reduce -1.3% | 3,858 | $659K |
| Investment Planning Advisors, Inc. | 0.27% | Add +0.3% | 3,844 | $657K |
| Parkwoods Wealth Partners, LLC | 0.44% | New | 3,843 | $657K |
| Cherry Tree Wealth Management, LLC | 0.16% | Add +2.2% | 3,841 | $656K |
| Ballentine Partners, LLC | 0.01% | Reduce -61.9% | 3,841 | $656K |
| NCM Capital Management, LLC | 0.29% | No change | 3,839 | $656K |
| Squarepoint Ops LLC | 0.00% | Add +40.2% | 3,793 | $648K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -53.8% | 3,789 | $648K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.7% | 3,760 | $643K |
| Allie Family Office LLC | 0.35% | Reduce -6.6% | 3,757 | $642K |
| Level Four Advisory Services, LLC | 0.03% | Add +93.5% | 3,711 | $634K |
| Global Trust Asset Management, LLC | 0.39% | Reduce -12.5% | 3,695 | $631K |
| Moss Adams Wealth Advisors LLC | 0.07% | No change | 3,687 | $630K |
| Firestone Capital Management | 0.17% | Add +0.2% | 3,682 | $629K |
| International Assets Investment Management, LLC | 0.05% | Add +13.8% | 3,667 | $627K |
| OneAscent Financial Services LLC | 0.04% | Reduce -52.9% | 3,651 | $625K |
| D'Orazio & Associates, Inc. | 0.10% | No change | 3,654 | $624K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +14.4% | 3,632 | $621K |
| Gilliland Jeter Wealth Management LLC | 0.22% | Add +12.8% | 3,632 | $621K |
| Vanguard Group Inc. | 0.00% | Add +21.6% | 3,630 | $620K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -96.5% | 3,628 | $620K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -32.4% | 3,622 | $619K |
| MBL Wealth, LLC | 0.06% | No change | 3,620 | $619K |
| Moors & Cabot, Inc. | 0.03% | Add +9.3% | 3,606 | $616K |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +17.6% | 3,590 | $613K |
| Northside Capital Management, LLC | 0.10% | New | 3,582 | $612K |
| Warren Street Wealth Advisors, LLC | 0.24% | Reduce -1.1% | 3,565 | $609K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -0.3% | 3,557 | $608K |
| Inspire Advisors, LLC | 0.07% | Add +17.4% | 3,554 | $607K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.26% | Add +5.3% | 3,541 | $605K |
| Busey Bank | 0.02% | Reduce -1.5% | 3,527 | $603K |
| TFR Capital, LLC. | 0.25% | No change | 3,477 | $594K |
| Pallas Capital Advisors LLC | 0.02% | Add +7.0% | 3,470 | $593K |
| Boston Trust Walden Corp | 0.00% | Reduce -3.5% | 3,465 | $592K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -33.0% | 3,463 | $592K |
| Olde Wealth Management, LLC | 0.21% | No change | 3,427 | $585K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $581K |
| Ledyard National Bank | 0.06% | Reduce -6.6% | 3,394 | $580K |
| Soundwatch Capital LLC | 0.26% | Reduce -28.8% | 3,368 | $576K |
| Palisade Asset Management, LLC | 0.06% | No change | 3,358 | $574K |
| Integral Investment Advisors, Inc. | 0.18% | New | 3,329 | $569K |
| White Lighthouse Investment Management Inc. | 0.10% | Reduce -1.3% | 3,310 | $566K |
| Mosaic Advisors LLC | 0.83% | Add +132.3% | 3,213 | $549K |
| McAdam, LLC | 0.03% | Add +2.6% | 3,212 | $549K |
| Sachetta, LLC | 0.22% | Add +0.6% | 3,205 | $548K |
| Fiduciary Alliance LLC | 0.05% | Add +9.7% | 3,156 | $539K |
| Financial Sense Advisors, Inc. | 0.15% | Reduce -15.5% | 3,152 | $539K |
| Larson Financial Group LLC | 0.03% | Reduce -0.3% | 3,148 | $538K |
| Wick Capital Partners, LLC | 0.16% | New | 3,132 | $535K |
| Alpha Cubed Investments, LLC | 0.02% | Add +6.3% | 3,130 | $535K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Add +1.3% | 3,122 | $534K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -3.9% | 3,110 | $531K |
| Marcum Wealth, LLC | 0.05% | Add +4.9% | 3,103 | $530K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $530K |
| Donaldson Capital Management, LLC | 0.02% | New | 3,081 | $527K |
| TruNorth Capital Management, LLC | 0.13% | New | 3,076 | $526K |
| GatePass Capital, LLC | 0.40% | Add +24.2% | 3,055 | $522K |
| PKS Advisory Services, LLC | 0.14% | Add +2.7% | 3,050 | $521K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +88.5% | 3,053 | $520K |
| Asset Allocation Strategies LLC | 0.13% | Reduce -44.1% | 3,041 | $520K |
| Delta Investment Management, LLC | 0.10% | Add +12.0% | 3,036 | $519K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -6.0% | 3,031 | $518K |
| Rockbridge Investment Management, LCC | 0.06% | Add +0.9% | 3,014 | $515K |
| Farnam Financial LLC | 0.52% | No change | 3,006 | $514K |
| International Private Wealth Advisors LLC | 0.49% | Add +3.3% | 2,995 | $512K |
| IPG Investment Advisors LLC | 0.12% | Reduce -21.1% | 2,993 | $511K |
| Waddell & Associates, LLC | 0.06% | Add +8.9% | 2,982 | $510K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +15.4% | 2,975 | $508K |
| Legacy Trust | 0.12% | Add +7.2% | 2,973 | $508K |
| First National Trust Co | 0.02% | No change | 2,968 | $507K |
| Tolleson Wealth Management, Inc. | 0.10% | Add +84.0% | 2,957 | $505K |
| SFE Investment Counsel | 0.10% | New | 2,951 | $504K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,942 | $503K |
| First Financial Group Corp | 0.57% | Reduce -2.0% | 2,935 | $502K |
| Elevate Wealth Advisory, Inc. | 0.35% | Add +4.1% | 2,928 | $500K |
| Atlas Brown,Inc. | 0.17% | Add +9.3% | 2,917 | $499K |
| Crew Capital Management, Ltd | 0.41% | Reduce -3.5% | 2,915 | $498K |
| Heritage Family Offices, LLP | 0.25% | Reduce -9.3% | 2,901 | $496K |
| Yarger Wealth Strategies, LLC | 0.29% | Reduce -23.8% | 2,880 | $492K |
| Carolinas Wealth Consulting LLC | 0.11% | Add +7.2% | 2,879 | $492K |
| JDM Financial Group LLC | 0.25% | No change | 2,870 | $490K |
| Evoke Wealth, LLC | 0.01% | Add +13.4% | 2,851 | $487K |
| MN Wealth Advisors, LLC | 0.29% | New | 2,841 | $486K |
| Wellment Financial | 0.64% | Reduce -7.9% | 2,833 | $484K |
| Beverly Hills Private Wealth, LLC | 0.10% | Add +5.3% | 2,831 | $484K |
| Consolidated Portfolio Review Corp | 0.08% | Add +70.2% | 2,828 | $483K |
| Capital Insight Partners, LLC | 0.08% | Add +49.0% | 2,796 | $478K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Add +3.5% | 2,788 | $476K |
| Calamos Wealth Management LLC | 0.02% | Add +8.5% | 2,782 | $475K |
| Brown Miller Wealth Management, LLC | 0.16% | New | 2,780 | $475K |
| Davidson Trust Co. | 0.23% | Add +6.8% | 2,768 | $473K |
| Veridan Wealth LLC | 0.21% | Add +2.1% | 2,763 | $472K |
| LifeGoal Investments, LLC | 0.51% | New | 2,612 | $471K |
| Sightline Wealth Advisors, LLC | 0.25% | Reduce -66.4% | 2,758 | $471K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.6% | 2,752 | $470K |
| Maridea Wealth Management LLC | 0.15% | Add +76.0% | 2,703 | $462K |
| SYM FINANCIAL Corp | 0.06% | Reduce -0.9% | 2,672 | $457K |
| Avior Wealth Management, LLC | 0.02% | Reduce -1.0% | 2,671 | $456K |
| Capital Asset Advisory Services LLC | 0.02% | Add +7.6% | 2,636 | $454K |
| BBR Partners, LLC | 0.03% | No change | 2,642 | $451K |
| MJP Associates Inc. | 0.08% | Reduce -11.9% | 2,640 | $451K |
| Advisor OS, LLC | 0.05% | Reduce -11.9% | 2,640 | $451K |
| Fermata Advisors, LLC | 0.08% | Reduce -2.3% | 2,634 | $450K |
| Waterway Wealth Management, LLC | 0.19% | Reduce -10.3% | 2,626 | $449K |
| Lanark Financial, Inc. | 0.04% | — | 2,611 | $446K |
| Citizens National Bank Trust Department | 0.10% | Add +2.6% | 2,606 | $445K |
| Harbor Investment Advisory, LLC | 0.04% | Add +4.8% | 2,600 | $444K |
| Quartz Partners, LLC | 0.27% | Add +0.5% | 2,598 | $444K |
| Lansing Street Advisors | 0.15% | Add +0.2% | 2,594 | $443K |
| Horan Capital Advisors, LLC. | 0.15% | No change | 2,592 | $443K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,580 | $441K |
| Zions Bancorporation, National Association | 0.03% | — | 2,578 | $441K |
| Madison Asset Management, LLC | 0.00% | Reduce -68.6% | 2,561 | $438K |
| Blue Oak Capital, LLC | 0.24% | Reduce -62.1% | 2,557 | $437K |
| San Luis Wealth Advisors LLC | 0.10% | Add +0.2% | 2,542 | $434K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.6% | 2,508 | $429K |
| Empower Advisory Group, LLC | 0.00% | Reduce -39.7% | 2,487 | $425K |
| Riverbend Wealth Management, LLC | 0.38% | Reduce -0.3% | 2,476 | $423K |
| Florida Financial Advisors, LLC | 0.17% | Add +6.9% | 2,475 | $423K |
| Granite Bay Wealth Management, LLC | 0.15% | Reduce -10.8% | 2,471 | $422K |
| Victory Financial Group, LLC | 0.08% | Reduce -5.2% | 2,465 | $421K |
| Cape Investment Advisory, Inc. | 0.17% | Add +21.2% | 2,460 | $420K |
| Ascent Wealth Partners, LLC | 0.06% | Reduce -98.1% | 2,451 | $419K |
| Trust Co. of Vermont | 0.02% | Add +3.2% | 2,447 | $418K |
| NWF Advisory Services Inc. | 0.06% | Reduce -43.6% | 2,447 | $418K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,426 | $415K |
| Karpus Management, Inc. | 0.01% | Reduce -95.1% | 2,425 | $414K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 2,422 | $414K |
| Darden Wealth Group Inc | 0.32% | Reduce -1.2% | 2,417 | $413K |
| LS Investment Advisors, LLC | 0.06% | No change | 2,405 | $411K |
| L. Roy Papp & Associates, LLP | 0.05% | Reduce -3.1% | 2,401 | $410K |
| Fulton Bank, N.A. | 0.02% | Add +0.8% | 2,400 | $410K |
| Lodestone Wealth Management LLC | 0.22% | No change | 2,393 | $409K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +10.2% | 2,386 | $408K |
| Stage Harbor Financial, LLC | 0.34% | New | 2,380 | $407K |
| Independence Bank of Kentucky | 0.06% | No change | 2,367 | $404K |
| Gemmer Asset Management LLC | 0.04% | Reduce -1.2% | 2,360 | $403K |
| Asset Dedication, LLC | 0.03% | Add +4.4% | 2,355 | $402K |
| Manning & Napier Advisors LLC | 0.01% | Add +1.9% | 2,350 | $402K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -6.2% | 2,349 | $401K |
| Fortune Financial Advisors, LLC | 0.35% | Reduce -23.4% | 2,346 | $401K |
| Clark Asset Management, LLC | 0.07% | Add +24.6% | 2,333 | $399K |
| Winebrenner Capital Management LLC | 0.36% | Reduce -3.1% | 2,307 | $394K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 2,293 | $392K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,284 | $390K |
| Marex Group Ltd | 0.01% | No change | 2,277 | $389K |
| CapWealth Advisors, LLC | 0.04% | No change | 2,270 | $388K |
| Associated Banc-Corp | 0.01% | New | 2,256 | $386K |
| Aerodigm Wealth, LLC | 0.21% | New | 2,253 | $385K |
| Aspire Capital Advisors LLC | 0.11% | Reduce -37.3% | 2,252 | $385K |
| Sensible Money, LLC | 0.16% | Add +4.7% | 2,244 | $383K |
| Exchange Bank | 0.31% | Reduce -4.3% | 2,231 | $381K |
| Key Financial Inc | 0.08% | Add +1.9% | 2,222 | $380K |
| Sweeney & Michel, LLC | 0.17% | — | 2,487 | $379K |
| Kingdom Financial Group LLC. | 0.28% | Add +1.9% | 2,218 | $379K |
| Rehmann Capital Advisory Group | 0.02% | Add +29.2% | 2,217 | $379K |
| TCFG Wealth Management, LLC | 0.19% | No change | 2,204 | $377K |
| Guerra Pan Advisors, LLC | 0.30% | Reduce -14.4% | 2,203 | $376K |
| Cibc World Market Inc. | 0.00% | Add +11.6% | 2,198 | $376K |
| Permanent Capital Management, LP | 0.11% | Add +67.6% | 2,196 | $375K |
| Arlington Trust Co LLC | 0.08% | Add +35.9% | 2,195 | $375K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 2,192 | $375K |
| AdvisorNet Financial, Inc | 0.03% | Add +47.7% | 2,179 | $372K |
| Disciplined Investments, LLC | 0.17% | Reduce -17.7% | 2,176 | $372K |
| Veracity Capital LLC | 0.15% | Add +22.8% | 2,171 | $371K |
| Advance Capital Management, Inc. | 0.02% | No change | 2,169 | $371K |
| Philadelphia Trust Co. | 0.03% | No change | 2,156 | $368K |
| JGP Wealth Management, LLC | 0.05% | No change | 2,151 | $368K |
| Wealth Management Associates, Inc. | 0.16% | Add +7.6% | 2,145 | $367K |
| Aspiriant, LLC | 0.01% | Add +16.1% | 2,145 | $367K |
| Jackson Thornton Wealth Management, LLC | 0.05% | New | 2,251 | $363K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +17.6% | 2,117 | $362K |
| Klingman & Associates, LLC | 0.02% | No change | 2,114 | $361K |
| Argentarii, LLC | 0.18% | No change | 2,113 | $361K |
| Zhang Financial LLC | 0.02% | Add +8.5% | 2,103 | $360K |
| UNIVEST FINANCIAL Corp | 0.02% | Add +0.9% | 2,096 | $358K |
| CPA Asset Management Group, LLC | 0.16% | Add +0.1% | 2,080 | $355K |
| ORG Partners LLC | 0.09% | Reduce -95.2% | 2,070 | $355K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +0.1% | 2,065 | $353K |
| Members Wealth LLC | 0.27% | New | 2,057 | $352K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +68.9% | 2,050 | $350K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +11.2% | 2,041 | $349K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 2,029 | $347K |
| Provident Wealth Management, LLC | 0.12% | No change | 2,012 | $344K |
| Pinnacle Wealth Management Group, Inc. | 0.24% | Add +9.8% | 1,996 | $341K |
| Hobart Private Capital, LLC | 0.09% | No change | 1,995 | $341K |
| Corundum Group, Inc. | 0.16% | No change | 1,994 | $341K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $338K |
| One Capital Management, LLC | 0.01% | No change | 1,961 | $335K |
| Mosaic Financial Group, LLC | 0.27% | No change | 1,958 | $335K |
| American National Bank & Trust | 0.04% | Add +573.5% | 1,960 | $335K |
| LongView Wealth Management | 0.10% | Add +21.3% | 1,946 | $333K |
| Montag A & Associates Inc. | 0.02% | No change | 1,936 | $331K |
| Sanchez Wealth Management Group | 0.09% | Reduce -20.4% | 1,929 | $330K |
| CWS Financial Advisors, LLC | 0.10% | No change | 1,920 | $328K |
| Channel Wealth LLC | 0.10% | Reduce -1.8% | 1,920 | $328K |
| Salem Investment Counselors Inc. | 0.01% | Add +1.8% | 1,911 | $327K |
| Curi Capital, LLC | 0.01% | Reduce -4.3% | 1,904 | $325K |
| HBW Advisory Services LLC | 0.05% | Add +0.2% | 1,896 | $324K |
| Catalyst Financial Partners LLC | 0.06% | Add +8.0% | 1,886 | $322K |
| Blue Zone Wealth Advisors, LLC | 0.09% | Reduce -12.9% | 1,883 | $322K |
| Post Resch Tallon Group Inc. | 0.33% | No change | 1,883 | $320K |
| LVW Advisors, LLC | 0.04% | No change | 1,871 | $320K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +18.0% | 1,871 | $320K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Reduce -5.1% | 1,869 | $319K |
| Lockerman Financial Group, Inc. | 0.48% | New | 1,867 | $319K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,867 | $319K |
| Uptick Partners, LLC | 0.11% | New | 1,853 | $317K |
| Fourth Dimension Wealth, LLC | 0.15% | Reduce -5.1% | 1,850 | $316K |
| Fortress Financial Group, LLC | 0.32% | New | 1,847 | $316K |
| Avion Wealth | 0.08% | No change | 1,774 | $315K |
| BCS Wealth Management | 0.08% | Reduce -0.7% | 1,826 | $312K |
| Plante Moran Financial Advisors, LLC | 0.03% | Reduce -6.6% | 1,823 | $312K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.1% | 1,821 | $311K |
| Sterling Financial Planning, Inc. | 0.11% | Add +8.0% | 1,817 | $311K |
| Ritholtz Wealth Management | 0.01% | Add +11.3% | 1,816 | $310K |
| Cardinal Point Capital Management ULC | 0.03% | Add +29.8% | 1,813 | $310K |
| Clear Investment Research, LLC | 0.41% | Add +2.1% | 1,804 | $308K |
| Schechter Investment Advisors, LLC | 0.03% | No change | 1,804 | $308K |
| US Financial Advisors, LLC | 0.09% | Reduce -0.2% | 1,800 | $308K |
| Kendall Capital Management | 0.09% | No change | 1,800 | $308K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.0% | 1,788 | $306K |
| Clark Capital Management Group, Inc. | 0.00% | Add +26.9% | 1,778 | $304K |
| Sharp Wealth Advisory, LLC | 0.23% | Reduce -2.5% | 1,773 | $303K |
| Brown Brothers Harriman & Co. | 0.00% | Add +298.4% | 1,773 | $303K |
| Western Financial Corp | 0.17% | Reduce -0.3% | 1,763 | $301K |
| Prosperity Planning, Inc. | 0.14% | Add +16.9% | 1,761 | $301K |
| Naples Global Advisors, LLC | 0.03% | Add +1.3% | 1,735 | $296K |
| Opes Wealth Management LLC | 0.06% | Reduce -45.3% | 1,727 | $295K |
| Sfmg, LLC | 0.02% | New | 1,710 | $292K |
| Wealthquest Corp | 0.02% | Add +9.4% | 1,703 | $291K |
| Frederick Financial Consultants, LLC | 0.21% | Reduce -13.6% | 1,702 | $291K |
| Solstein Capital, LLC | 0.17% | No change | 1,702 | $291K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,688 | $288K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +148.2% | 1,688 | $288K |
| B.O.S.S. Retirement Advisors, LLC | 0.08% | Add +24.3% | 1,687 | $288K |
| TKG Advisors, LLC | 0.14% | Reduce -0.2% | 1,683 | $288K |
| Advyzon Investment Management, LLC | 0.10% | Reduce -24.4% | 1,683 | $288K |
| Heritage Oak Wealth Advisors LLC | 0.13% | Reduce -27.5% | 1,673 | $286K |
| GAMMA Investing LLC | 0.02% | Reduce -3.9% | 1,658 | $283K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,658 | $283K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -10.2% | 1,641 | $280K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 1,638 | $280K |
| Smithfield Trust Co | 0.01% | No change | 1,630 | $279K |
| Brady Martz Wealth Solutions, LLC | 0.06% | New | 1,630 | $279K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -73.8% | 1,621 | $277K |
| SIMA Wealth Partners, LLC | 0.23% | No change | 1,617 | $276K |
| Cadence Bank | 0.02% | Add +1.1% | 1,614 | $276K |
| Wescott Financial Advisory Group, LLC | 0.03% | Reduce -2.3% | 1,613 | $276K |
| RPS Advisory Solutions LLC | 0.20% | Reduce -28.5% | 1,612 | $275K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,611 | $275K |
| Strategy Asset Managers LLC | 0.06% | No change | 1,604 | $274K |
| Orion Capital Management LLC | 0.12% | Add +13.8% | 1,597 | $273K |
| Crewe Advisors LLC | 0.04% | Add +23.4% | 1,588 | $271K |
| Beacon Wealthcare LLC | 0.11% | No change | 1,581 | $270K |
| FWL Investment Management, LLC | 0.10% | No change | 1,572 | $269K |
| Nwam LLC | 0.02% | Reduce -93.3% | 1,570 | $268K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $265K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -53.1% | 1,545 | $264K |
| Oxinas Partners, LLC | 0.16% | Reduce -9.0% | 1,542 | $264K |
| Colonial Trust Advisors | 0.02% | Reduce -0.9% | 1,540 | $263K |
| Atlas Private Wealth Advisors | 0.04% | Add +0.8% | 1,540 | $263K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -0.8% | 1,532 | $262K |
| Chancellor Financial Group WB LP | 0.22% | Reduce -5.8% | 1,529 | $261K |
| Forefront Wealth Partners, LLC | 0.18% | Add +1.2% | 1,528 | $261K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -35.6% | 1,596 | $261K |
| Cambridge Advisors Inc. | 0.06% | Reduce -4.5% | 1,506 | $257K |
| Full Sail Capital, LLC | 0.02% | No change | 1,504 | $257K |
| Oregon Pacific Wealth Management, LLC | 0.26% | Reduce -2.7% | 1,502 | $257K |
| Hemenway Trust Co LLC | 0.02% | Reduce -16.0% | 1,500 | $256K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -15.8% | 1,496 | $256K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -9.1% | 1,495 | $255K |
| Integrity Wealth Solutions LLC | 0.14% | Reduce -1.3% | 1,492 | $255K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -7.5% | 1,558 | $255K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -42.2% | 1,490 | $255K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -1.7% | 1,485 | $254K |
| Sterling Investment Counsel, LLC | 0.09% | Reduce -5.6% | 1,474 | $252K |
| NBT Bank, N.A. | 0.02% | No change | 1,471 | $251K |
| Sonora Investment Management Group, LLC | 0.02% | Reduce -22.5% | 1,470 | $251K |
| CVFG LLC | 0.23% | Reduce -8.9% | 1,463 | $250K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $250K |
| W.H. Cornerstone Investments Inc. | 0.17% | Reduce -6.2% | 1,462 | $250K |
| Black Diamond Financial, LLC | 0.04% | No change | 1,460 | $250K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,452 | $248K |
| Advisor Resource Council | 0.02% | Reduce -48.5% | 1,451 | $248K |
| Koshinski Asset Management, Inc. | 0.02% | Add +3.0% | 1,443 | $247K |
| Essex Bank | 0.06% | Reduce -3.1% | 1,441 | $246K |
| Creekside Partners | 0.13% | Add +9.0% | 1,426 | $244K |
| PBMares Wealth Management LLC | 0.05% | Add +8.7% | 1,425 | $244K |
| Shira Ridge Wealth Management | 0.12% | New | 1,421 | $243K |
| Symphony Financial Services, Inc. | 0.16% | Add +0.1% | 1,416 | $242K |
| American Trust | 0.06% | Reduce -82.3% | 1,407 | $240K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -10.2% | 1,395 | $238K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,384 | $237K |
| Camden National Bank | 0.03% | Reduce -1.6% | 1,375 | $235K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +5.4% | 1,374 | $235K |
| Professional Financial Advisors, LLC | 0.06% | New | 1,371 | $234K |
| Morton Capital Management LLC | 0.05% | Add +4.4% | 1,365 | $233K |
| Summit Investment Advisory Services, LLC | 0.11% | Reduce -13.7% | 1,364 | $233K |
| Greenwood Gearhart LLC | 0.02% | Reduce -15.5% | 1,361 | $233K |
| XTX Topco Ltd | 0.01% | New | 1,356 | $232K |
| Goodman Financial Corp | 0.05% | New | 1,353 | $231K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.2% | 1,342 | $229K |
| Leading Edge Financial Planning LLC | 0.07% | No change | 1,340 | $229K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 1,276 | $227K |
| Copley Financial Group, Inc. | 0.17% | Add +4.1% | 1,326 | $227K |
| Secure Asset Management, LLC | 0.05% | Reduce -15.5% | 1,316 | $225K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +8.1% | 1,316 | $225K |
| Verum Partners LLC | 0.06% | New | 1,313 | $224K |
| Headlands Technologies LLC | 0.03% | Add +8.7% | 1,309 | $224K |
| Falcon Wealth Planning | 0.02% | No change | 1,309 | $224K |
| Becker Capital Management Inc. | 0.01% | No change | 1,305 | $223K |
| Wellington Shields Capital Management, LLC | 0.04% | New | 1,305 | $223K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,302 | $222K |
| Members Trust Co | 0.01% | New | 1,295 | $221K |
| Madison Wealth Partners, Inc | 0.05% | New | 1,291 | $221K |
| Commons Capital, LLC | 0.20% | Reduce -77.2% | 1,287 | $220K |
| Ethic Inc. | 0.00% | No change | 1,281 | $219K |
| Neuberger Berman Group LLC | 0.00% | Reduce -41.9% | 1,281 | $219K |
| Osborne Partners Capital Management, LLC | 0.01% | No change | 1,280 | $219K |
| Smart Money Group LLC | 0.07% | Reduce -90.7% | 1,280 | $219K |
| Integrity Financial Corp | 0.12% | No change | 1,275 | $218K |
| Trail Ridge Investment Advisors, LLC | 0.11% | New | 1,270 | $217K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.2% | 1,269 | $217K |
| One Wealth Management Investment & Advisory Services, LLC | 0.36% | Reduce -1.7% | 1,268 | $217K |
| Element Wealth, LLC | 0.12% | Add +0.1% | 1,267 | $217K |
| Sequent Planning LLC | 0.08% | Reduce -7.9% | 1,263 | $216K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -15.8% | 1,261 | $215K |
| 180 Wealth Advisors, LLC | 0.03% | Add +1.4% | 1,254 | $215K |
| LifeWealth Investments, LLC | 0.10% | New | 1,253 | $214K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,241 | $212K |
| M3 Advisory Group, LLC | 0.17% | No change | 1,236 | $211K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $210K |
| Zacks Investment Management | 0.00% | Reduce -12.6% | 1,226 | $210K |
| ArborFi Advisors, LLC | 0.21% | Reduce -1.6% | 1,221 | $209K |
| TFO Wealth Partners, LLC | 0.04% | Reduce -0.2% | 1,221 | $209K |
| Center For Asset Management LLC | 0.13% | Add +0.3% | 1,209 | $207K |
| Global Assets Advisory, LLC | 0.04% | New | 1,261 | $206K |
| TCP Asset Management, LLC | 0.05% | New | 1,204 | $206K |
| Bangor Savings Bank | 0.02% | No change | 1,202 | $205K |
| JPL Wealth Management, LLC | 0.06% | Reduce -54.7% | 1,198 | $205K |
| GFG Capital, LLC | 0.06% | New | 1,193 | $204K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -4.3% | 1,191 | $204K |
| Motco | 0.02% | No change | 1,180 | $202K |
| Ironvine Capital Partners, LLC | 0.02% | Add +3.7% | 1,179 | $201K |
| Clark Wealth Partners | 0.15% | New | 1,178 | $201K |
| Presilium Private Wealth, LLC | 0.05% | No change | 1,178 | $201K |
| Private Wealth Asset Management, LLC | 0.03% | — | 1,178 | $201K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | Reduce -3.5% | 1,171 | $200K |
| Strengthening Families & Communities, LLC | 0.12% | No change | 1,139 | $195K |
| Rossby Financial, LCC | 0.08% | New | 1,147 | $192K |
| Aventura Private Wealth, LLC | 0.10% | No change | 1,106 | $189K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +109.3% | 1,105 | $189K |
| Sandy Spring Bank | 0.01% | Add +1.7% | 1,085 | $185K |
| EPG Wealth Management LLC | 0.05% | Add +0.1% | 1,071 | $183K |
| Rothschild Investment LLC | 0.01% | No change | 1,057 | $181K |
| Quest 10 Wealth Builders, Inc. | 0.19% | Add +7.1% | 1,051 | $180K |
| Cornerstone Planning Group LLC | 0.04% | Add +79.7% | 1,064 | $174K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 1,016 | $174K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -8.8% | 1,009 | $172K |
| Western Pacific Wealth Management, LP | 0.15% | No change | 1,000 | $171K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $171K |
| Princeton Global Asset Management LLC | 0.03% | No change | 985 | $168K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | No change | 968 | $165K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 948 | $163K |
| Abound Financial, LLC | 0.08% | New | 924 | $158K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -95.2% | 915 | $156K |
| American Capital Advisory, LLC | 0.08% | Reduce -14.5% | 902 | $154K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +2.2% | 877 | $150K |
| REAP Financial Group, LLC | 0.04% | Reduce -13.0% | 875 | $150K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 870 | $149K |
| Ameriflex Group, Inc. | 0.06% | Add +9.3% | 859 | $147K |
| CNB Bank | 0.07% | No change | 843 | $144K |
| United Community Bank | 0.05% | Reduce -40.6% | 837 | $143K |
| Accredited Wealth Management, LLC | 0.12% | Reduce -30.5% | 820 | $140K |
| Tidemark, LLC | 0.05% | Reduce -13.0% | 801 | $137K |
| Acropolis Investment Management, LLC | 0.01% | No change | 800 | $137K |
| Caldwell Trust Co | 0.01% | Reduce -4.8% | 785 | $134K |
| CENTRAL TRUST Co | 0.00% | No change | 746 | $127K |
| Colonial Trust Co / SC | 0.02% | Add +23.2% | 702 | $120K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $119K |
| Park Place Capital Corp | 0.03% | Reduce -23.6% | 698 | $119K |
| Signaturefd, LLC | 0.00% | Add +14.7% | 695 | $119K |
| Howe & Rusling Inc. | 0.01% | Reduce -11.1% | 690 | $118K |
| Highline Wealth Partners LLC | 0.04% | Add +0.3% | 685 | $117K |
| Creekmur Asset Management LLC | 0.02% | Add +0.1% | 679 | $116K |
| Capital Investment Counsel, Inc | 0.02% | Reduce -9.6% | 679 | $116K |
| Curio Wealth, LLC | 0.06% | Reduce -99.5% | 3 | $116K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 650 | $111K |
| Activest Wealth Management | 0.03% | Add +0.2% | 644 | $110K |
| Studio Investment Management LLC | 0.02% | No change | 633 | $108K |
| Lindbrook Capital, LLC | 0.01% | Add +35.3% | 632 | $108K |
| Navigoe, LLC | 0.09% | No change | 634 | $108K |
| Beacon Capital Management, LLC | 0.01% | Add +2.4% | 631 | $108K |
| IAG Wealth Partners, LLC | 0.02% | No change | 623 | $106K |
| N.E.W. Advisory Services LLC | 0.01% | New | 620 | $106K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +40.4% | 619 | $106K |
| Abound Wealth Management | 0.04% | Add +174.2% | 617 | $105K |
| Tucker Asset Management LLC | 0.03% | Reduce -2.1% | 616 | $105K |
| North Capital, Inc. | 0.10% | — | 602 | $103K |
| Union Savings Bank | 0.05% | No change | 583 | $100K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 578 | $99K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 568 | $97K |
| HM Payson & Co. | 0.00% | Reduce -55.5% | 567 | $97K |
| VSM Wealth Advisory, LLC | 0.03% | Reduce -2.5% | 558 | $95K |
| AllSquare Wealth Management LLC | 0.06% | No change | 556 | $95K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 551 | $94K |
| PSI Advisors, LLC | 0.03% | Add +24.3% | 548 | $94K |
| JNBA Financial Advisors | 0.01% | Reduce -7.3% | 536 | $92K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +28.4% | 533 | $91K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +5.2% | 524 | $90K |
| Copia Wealth Management | 0.08% | Reduce -8.7% | 523 | $89K |
| Bfsg, LLC | 0.01% | No change | 517 | $88K |
| Sittner & Nelson, LLC | 0.04% | No change | 511 | $87K |
| Richardson Capital Management LLC | 0.05% | Add +40.2% | 506 | $86K |
| Realta Investment Advisors | 0.04% | Reduce -14.8% | 500 | $85K |
| Murphy & Mullick Capital Management Corp | 0.08% | Add +120.8% | 499 | $85K |
| Westside Investment Management, Inc. | 0.02% | Add +4.8% | 499 | $85K |
| Signature Resources Capital Management, LLC | 0.07% | Add +275.4% | 458 | $78K |
| Stonebridge Financial Group, LLC | 0.01% | Add +7.3% | 443 | $76K |
| Bokf, NA | 0.00% | No change | 443 | $76K |
| Hemington Wealth Management | 0.01% | Reduce -16.9% | 439 | $75K |
| Hoey Investments, Inc. | 0.01% | New | 434 | $74K |
| Opal Wealth Advisors, LLC | 0.02% | New | 430 | $73K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -77.6% | 422 | $72K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -85.1% | 417 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +307.0% | 407 | $70K |
| City Holding Co. | 0.01% | No change | 400 | $68K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 394 | $67K |
| Newton One Investments LLC | 0.02% | No change | 383 | $65K |
| Winnacle Wealth LLC | 0.06% | No change | 378 | $65K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.12% | New | 349 | $60K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $59K |
| Tradewinds Capital Management, LLC | 0.02% | New | 333 | $57K |
| Christopher J. Hasenberg, Inc | 0.02% | New | 331 | $57K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Add +20.7% | 326 | $55K |
| NFSG Corp | 0.01% | No change | 320 | $55K |
| Tompkins Financial Corp. | 0.01% | No change | 319 | $55K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -35.1% | 316 | $54K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.3% | 303 | $52K |
| Islay Capital Management, LLC | 0.03% | Reduce -0.7% | 300 | $51K |
| Millstone Evans Group, LLC | 0.03% | New | 296 | $51K |
| Darwin Wealth Management, LLC | 0.02% | No change | 275 | $49K |
| Operose Advisors LLC | 0.02% | Reduce -42.4% | 285 | $49K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 284 | $49K |
| Tsfg, LLC | 0.01% | No change | 278 | $48K |
| IMG Wealth Management, Inc. | 0.04% | New | 277 | $47K |
| Keystone Global Partners, LLC | 0.03% | — | 272 | $47K |
| Concord Wealth Partners | 0.01% | No change | 272 | $46K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -33.4% | 255 | $44K |
| First Command Advisory Services, Inc. | 0.00% | New | 253 | $43K |
| Costello Asset Management, INC | 0.02% | New | 251 | $43K |
| Cheviot Value Management, LLC | 0.01% | New | 249 | $43K |
| BankPlus Trust Department | 0.01% | Add +58.4% | 244 | $42K |
| Morse Asset Management, Inc | 0.01% | No change | 241 | $41K |
| CVA Family Office, LLC | 0.01% | No change | 226 | $39K |
| St Germain D J Co. Inc. | 0.00% | No change | 225 | $38K |
| MGB Wealth Management, LLC | 0.01% | No change | 220 | $38K |
| Legacy Wealth Managment, LLC | 0.03% | New | 218 | $37K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $37K |
| TCTC Holdings, LLC | 0.00% | No change | 215 | $37K |
| Whittier Trust Co. | 0.00% | No change | 212 | $36K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $35K |
| Winthrop Capital Management, LLC | 0.01% | No change | 198 | $34K |
| PrairieView Partners, LLC | 0.00% | No change | 202 | $34K |
| Pineridge Advisors LLC | 0.01% | Reduce -33.3% | 192 | $33K |
| Rialto Wealth Management, LLC | 0.01% | No change | 177 | $30K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +84.2% | 175 | $30K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 163 | $28K |
| Centennial Bank | 0.01% | No change | 162 | $28K |
| MCF Advisors LLC | 0.00% | Reduce -55.3% | 156 | $27K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 150 | $26K |
| Old Second National Bank of Aurora | 0.01% | No change | 150 | $26K |
| Wolff Wiese Magana LLC | 0.02% | No change | 145 | $25K |
| LRI Investments, LLC | 0.00% | No change | 142 | $24K |
| Bellwether Advisors, LLC | 0.01% | Reduce -20.8% | 141 | $24K |
| ROSS\JOHNSON & Associates LLC | 0.40% | New | 137 | $23K |
| Kings Path Partners LLC | 0.01% | No change | 137 | $23K |
| Valued Wealth Advisors LLC | 0.01% | No change | 135 | $23K |
| Roxbury Financial LLC | 0.02% | Reduce -6.9% | 122 | $22K |
| Sawyer & Company, Inc | 0.01% | New | 128 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 123 | $21K |
| Field & Main Bank | 0.01% | No change | 123 | $21K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -53.3% | 121 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.8% | 121 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 120 | $21K |
| City State Bank | 0.01% | No change | 114 | $19K |
| S&T Bank | 0.01% | No change | 110 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 100 | $17K |
| Dunhill Financial, LLC | 0.01% | Reduce -59.3% | 96 | $16K |
| Grand Wealth Management, LLC | 0.01% | Add +93.8% | 93 | $16K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $15K |
| Logan Capital Management Inc. | 0.00% | Add +282.6% | 88 | $15K |
| Compass Wealth Management LLC | 0.00% | New | 87 | $15K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 87 | $15K |
| Park Square Financial Group, LLC | 0.01% | Add +16.4% | 85 | $15K |
| Barclays PLC | 0.00% | New | 85 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -69.7% | 82 | $14K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $14K |
| CX Institutional | 0.00% | New | 81 | $14K |
| Johnson Financial Group, Inc. | 0.00% | New | 78 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 77 | $13K |
| Paladin Advisory Group, LLC | 0.01% | No change | 75 | $13K |
| Brooklyn Investment Group | 0.00% | No change | 75 | $13K |
| Parkside Financial Bank & Trust | 0.00% | No change | 74 | $13K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $12K |
| Missouri Trust & Investment Co | 0.00% | New | 68 | $12K |
| Rogco, LP | 0.00% | No change | 66 | $11K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 65 | $11K |
| Valley National Advisers Inc. | 0.00% | Reduce -15.4% | 66 | $11K |
| WFA Asset Management Corp | 0.01% | Add +77.8% | 64 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 59 | $10K |
| Graybill Wealth Management, LTD. | 0.00% | — | 55 | $9K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $9K |
| Parkworth Wealth Management, Inc. | 0.01% | No change | 52 | $9K |
| Hexagon Capital Partners LLC | 0.00% | No change | 50 | $9K |
| Atala Financial Inc | 0.01% | No change | 44 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 41 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 36 | $6K |
| Archer Investment Corp | 0.00% | Reduce -40.0% | 33 | $6K |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 28 | $5K |
| Affinity Wealth LLC | 0.00% | No change | 26 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 24 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $3K |
| Sound Financial Strategies Group, LLC | 0.00% | Reduce -99.4% | 19 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 17 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 15 | $3K |
| First Pacific Financial | 0.00% | No change | 14 | $2K |
| Evelyn Partners Asset Management Ltd | 0.00% | Reduce -90.1% | 12 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 11 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $2K |
| Bear Mountain Capital, Inc. | 0.00% | New | 7 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Glassman Wealth Services | 0.00% | Reduce -92.5% | 3 | $513 |
"% 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.