iShares MSCI USA Quality FacQUALETF
13F holders, Q2 2025 (June 30)1,508holders +34
116new positions
79sold out
6famous investors
$179.37avg. 13F price*
At the end of Q2 2025, 1,508 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 34 from Q1 2025. 116 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), LPL Financial LLC ($3.6B) and FMR LLC ($2.7B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $511.7M |
| Exits | 79 | $108.4M |
All 13F filers, Q1 2025 → Q2 2025: 19,441,416 shares bought and 12,275,306 shares sold, net +7,166,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,508 holders
| Envestnet Asset Management Inc. | 1.73% | Add +2.0% | 32,478,050 | $5.9B |
| LPL Financial LLC | 1.19% | Add +7.0% | 19,465,105 | $3.6B |
| FMR LLC | 0.15% | Reduce -5.4% | 14,667,824 | $2.7B |
| Morgan Stanley | 0.12% | Add +6.0% | 10,128,212 | $1.9B |
| Bank of America Corp. | 0.11% | Reduce -0.1% | 7,468,551 | $1.4B |
| PNC Financial Services Group, Inc. | 0.83% | Reduce -3.0% | 7,080,789 | $1.3B |
| JPMorgan Chase & Co. | 0.09% | Add +0.7% | 7,012,339 | $1.3B |
| Wells Fargo & Company | 0.21% | Reduce -3.5% | 5,209,058 | $952.3M |
| Ameriprise Financial Inc. | 0.22% | Reduce -3.3% | 4,974,152 | $909.3M |
| BlackRock, Inc. | 0.02% | Reduce -3.5% | 4,672,983 | $854.3M |
| UBS Group AG | 0.15% | Reduce -7.6% | 4,002,949 | $731.8M |
| Cerity Partners LLC | 1.23% | Add +39.6% | 3,755,880 | $686.9M |
| MML Investors Services, LLC | 1.82% | Add +1.3% | 3,454,291 | $631.5M |
| Cwm, LLC | 2.18% | Add +1.9% | 3,387,135 | $619.2M |
| M&T Bank Corp | 2.08% | Reduce -1.1% | 3,315,645 | $606.2M |
| Keybank National Association | 2.16% | Reduce -10.7% | 3,174,983 | $580.5M |
| Orgel Wealth Management, LLC | 13.02% | Add +56.8% | 2,954,525 | $540.1M |
| Blue Trust, Inc. | 5.74% | Add +14.0% | 2,660,950 | $486.5M |
| Facet Wealth, Inc. | 10.47% | Add +7.5% | 2,503,203 | $460.9M |
| Park Avenue Securities LLC | 4.14% | Reduce -1.0% | 2,464,931 | $450.6M |
| Northwestern Mutual Wealth Management Co. | 0.32% | Add +2.0% | 2,418,092 | $442.1M |
| Envestnet Portfolio Solutions, Inc. | 1.61% | Reduce -6.2% | 2,398,080 | $438.4M |
| Cetera Investment Advisers | 0.65% | Reduce -1.6% | 2,113,609 | $386.4M |
| Focus Partners Wealth | 0.83% | Add +11.2% | 2,102,766 | $384.4M |
| Commonwealth Equity Services, LLC | 0.48% | Add +2.3% | 1,984,988 | $362.9M |
| Raymond James Financial Inc. | 0.12% | Add +0.5% | 1,978,421 | $361.7M |
| Royal Bank of Canada | 0.06% | Reduce -1.2% | 1,815,753 | $332.0M |
| Stifel Financial Corp. | 0.32% | Add +1.0% | 1,777,705 | $325.0M |
| Charles Schwab Investment Management Inc. | 0.05% | New | 1,673,633 | $306.0M |
| Haverford Trust Co | 2.80% | Add +5.7% | 1,611,232 | $294.6M |
| Bank of New York Mellon Corp | 0.06% | Add +15.3% | 1,593,324 | $291.3M |
| Janney Montgomery Scott LLC | 0.75% | Add +1.3% | 1,568,643 | $286.8M |
| SCS Capital Management LLC | 3.14% | Add +27.6% | 1,546,793 | $283.1M |
| HighTower Advisors, LLC | 0.31% | Reduce -6.5% | 1,342,652 | $245.5M |
| Mercer Global Advisors Inc. | 0.52% | Reduce -2.6% | 1,255,753 | $229.6M |
| Osaic Holdings, Inc. | 0.40% | Reduce -7.4% | 1,216,952 | $222.5M |
| Wharton Business Group, LLC | 9.34% | Reduce -3.2% | 1,211,543 | $221.3M |
| NewEdge Advisors, LLC | 1.11% | Add +4.2% | 1,175,664 | $214.9M |
| Composition Wealth, LLC | 3.53% | Reduce -8.2% | 1,148,014 | $209.9M |
| Integrated Wealth Concepts LLC | 2.03% | Reduce -0.7% | 1,106,077 | $202.2M |
| OneDigital Investment Advisors LLC | 2.24% | Reduce -4.6% | 1,103,395 | $201.7M |
| Connecticut Wealth Management, LLC | 9.23% | Reduce -3.6% | 1,060,764 | $193.9M |
| Two Sigma Investments, LP | 0.33% | Add +61.0% | 967,300 | $176.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.93% | Reduce -4.8% | 950,182 | $173.7M |
| Sanctuary Advisors, LLC | 1.07% | Add +5.8% | 949,298 | $173.6M |
| Foundations Investment Advisors, LLC | 2.47% | Add +13.6% | 853,617 | $156.1M |
| JB Capital LLC | 7.26% | Add +5.5% | 819,372 | $149.8M |
| Kestra Investment Management, LLC | 4.33% | Reduce -50.4% | 782,445 | $143.0M |
| Bluespring Wealth Management, LLC | 13.48% | Add +2.7% | 775,373 | $141.8M |
| Synovus Financial Corp. | 1.66% | Add +4.2% | 740,730 | $135.4M |
| Foster Group, Inc. | 4.30% | Add +1.9% | 687,094 | $125.6M |
| Merit Financial Group, LLC | 1.33% | Add +27.7% | 654,157 | $119.6M |
| Corient Private Wealth LP | 0.16% | Reduce -0.2% | 642,370 | $117.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +0.3% | 632,769 | $115.7M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -1.2% | 626,943 | $114.6M |
| Sage Mountain Advisors LLC | 6.85% | Add +3.2% | 576,078 | $105.3M |
| &partners | 0.79% | Add +475.8% | 558,578 | $102.6M |
| Savant Capital, LLC | 0.73% | Add +15.8% | 558,490 | $102.1M |
| Fragasso Financial Advisors Inc | 6.87% | Add +4.8% | 557,041 | $101.8M |
| Mariner, LLC | 0.15% | Add +8.2% | 555,382 | $101.5M |
| D.A. Davidson & Co. | 0.71% | Add +1.4% | 552,745 | $101.1M |
| Obermeyer Wealth Partners | 5.02% | Add +1.2% | 551,170 | $100.8M |
| Private Advisor Group, LLC | 0.53% | Add +8.3% | 537,489 | $98.3M |
| Kestra Advisory Services, LLC | 0.48% | Reduce -1.4% | 534,579 | $97.7M |
| Clearstead Advisors, LLC | 1.29% | Reduce -0.6% | 502,942 | $91.9M |
| UMB Bank, n.a. | 1.43% | Reduce -3.8% | 501,102 | $91.6M |
| Howard Financial Services, LTD. | 11.94% | Add +2.5% | 496,946 | $90.9M |
| Dynasty Wealth Management, LLC | 1.53% | Reduce -7.5% | 491,900 | $89.9M |
| Equitable Holdings, Inc. | 0.72% | Add +7.2% | 476,950 | $87.2M |
| Johnson Investment Counsel Inc. | 0.78% | Reduce -3.6% | 474,242 | $86.7M |
| AE Wealth Management LLC | 0.63% | Reduce -5.1% | 473,831 | $86.6M |
| Prime Capital Investment Advisors, LLC | 1.13% | Reduce -30.3% | 464,670 | $85.0M |
| Sax Wealth Advisors, LLC | 5.02% | Reduce -8.1% | 454,704 | $83.1M |
| Coldstream Capital Management Inc. | 1.34% | Add +5503.0% | 449,529 | $82.2M |
| Advocacy Wealth Management, LLC | 4.89% | Add +5.3% | 435,845 | $79.7M |
| Tiaa Trust, National Association | 0.21% | Reduce -16.6% | 434,712 | $79.5M |
| Pinnacle Associates Ltd. | 1.13% | Add +1.4% | 425,220 | $77.7M |
| Baker Avenue Asset Management, LP | 2.17% | Add +0.2% | 416,648 | $76.2M |
| US Bancorp \de | 0.10% | Add +1.0% | 414,891 | $75.9M |
| Bogart Wealth, LLC | 3.23% | Reduce -30.9% | 412,892 | $75.5M |
| Austin Private Wealth, LLC | 5.94% | Reduce -6.8% | 410,188 | $75.0M |
| Captrust Financial Advisors | 0.17% | Reduce -4.4% | 409,396 | $74.8M |
| Valence8 US LP | 30.65% | Add +17.2% | 398,316 | $72.8M |
| Sagespring Wealth Partners, LLC | 1.55% | Add +7.0% | 393,038 | $71.9M |
| Wilmington Savings Fund Society, FSB | 1.25% | Add +12.7% | 384,023 | $70.2M |
| Cresset Asset Management, LLC | 0.35% | Reduce -26.9% | 379,199 | $69.3M |
| Gradient Investments LLC | 1.25% | Add +0.9% | 375,456 | $68.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.11% | Add +58.0% | 363,535 | $66.5M |
| Truist Financial Corp. | 0.10% | Reduce -3.4% | 358,984 | $65.6M |
| Sachem Hill LLC | 13.28% | Reduce -7.3% | 356,152 | $65.1M |
| Landaas & Co. /Wi | 15.47% | Add +0.2% | 354,232 | $64.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +3.8% | 346,964 | $64.2M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -7.2% | 345,616 | $63.2M |
| Caisse de depot et placement du Quebec | 0.13% | New | 340,511 | $62.3M |
| Financial Advisors, LLC | 11.41% | Reduce -0.1% | 335,092 | $61.3M |
| Steward Partners Investment Advisory, LLC | 0.47% | Add +9.7% | 325,622 | $59.5M |
| Atria Investments, Inc | 0.70% | Add +9.4% | 324,996 | $59.4M |
| Modern Wealth Management, LLC | 1.44% | Add +6.0% | 320,704 | $58.6M |
| Cambridge Associates LLC /Ma/ | 1.29% | Reduce -7.1% | 319,388 | $58.4M |
| Atria Wealth Solutions, Inc. | 1.31% | Reduce -37.3% | 315,547 | $57.7M |
| Eastern Bank | 1.09% | Add +18.0% | 313,506 | $57.3M |
| Horizon Investments, LLC | 0.90% | Add +1191.6% | 309,414 | $56.6M |
| Sharkey, Howes & Javer | 7.42% | Reduce -0.3% | 302,641 | $55.3M |
| Goldstein Advisors, LLC | 7.34% | Add +1.3% | 298,718 | $54.6M |
| CreativeOne Wealth, LLC | 1.38% | Add +3.3% | 288,439 | $52.7M |
| Baron Wealth Management LLC | 18.68% | Reduce -2.0% | 288,385 | $52.7M |
| Summit Trail Advisors, LLC | 0.90% | Reduce -21.3% | 287,257 | $52.5M |
| Jones Financial Companies LLLP | 0.04% | Add +19.6% | 287,563 | $52.2M |
| Baird Financial Group, Inc. | 0.09% | Reduce -2.2% | 282,740 | $51.7M |
| Fort Washington Investment Advisors Inc. | 0.30% | Add +4.7% | 281,547 | $51.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.24% | Add +2.6% | 279,105 | $51.0M |
| Barings LLC | 1.21% | Reduce -4.1% | 275,752 | $50.4M |
| Glenmede Investment Management, LP | 0.25% | — | 268,012 | $49.0M |
| Strategies Wealth Advisors, LLC | 5.33% | Add +1.3% | 267,059 | $48.8M |
| Apollon Wealth Management, LLC | 0.96% | Add +2.0% | 264,863 | $48.4M |
| Avantax Advisory Services, Inc. | 0.26% | Add +4.0% | 263,620 | $48.2M |
| Icon Wealth Advisors, LLC | 3.42% | Add +10.5% | 262,416 | $48.0M |
| Ascent Group, LLC | 1.84% | Add +4.1% | 258,158 | $47.2M |
| IHT Wealth Management, LLC | 1.27% | Add +19.7% | 251,968 | $46.1M |
| Scarborough Advisors, LLC | 9.13% | Reduce -5.0% | 251,710 | $46.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +16.6% | 251,187 | $45.9M |
| Alliancebernstein L.P. | 0.01% | Add +19.6% | 249,950 | $45.7M |
| Provida Pension Fund Administrator | 0.81% | Add +21.1% | 245,068 | $44.8M |
| Life Line Wealth Management LLC | 14.51% | Add +745.4% | 245,094 | $44.8M |
| Apexium Financial, LP | 2.30% | Add +7.2% | 236,887 | $43.3M |
| Millburn Ridgefield LLC | 1.01% | Reduce -6.1% | 228,911 | $41.8M |
| Catalyst Capital Advisors LLC | 0.85% | Reduce -6.1% | 228,911 | $41.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.73% | Add +19.1% | 228,844 | $41.8M |
| Unison Advisors LLC | 4.53% | Add +3.6% | 221,609 | $40.5M |
| State of Michigan Retirement System | 0.21% | Add +39.7% | 220,349 | $40.3M |
| Aspen Wealth Management LLC | 9.98% | Add +4.3% | 220,093 | $40.2M |
| Kathmere Capital Management, LLC | 3.10% | Add +1.2% | 219,929 | $40.2M |
| Lineweaver Wealth Advisors, LLC | 6.24% | Reduce -10.8% | 216,023 | $39.5M |
| Cardinal Strategic Wealth Guidance | 11.36% | Reduce -0.2% | 215,406 | $39.4M |
| Hughes Financial Services, LLC | 6.69% | Add +8.9% | 210,181 | $39.0M |
| Horst & Graben Wealth Management LLC | 6.30% | Add +4.4% | 208,285 | $38.1M |
| Shepherd Financial Partners LLC | 3.99% | Reduce -4.2% | 206,335 | $37.7M |
| Stratos Wealth Partners, LTD. | 0.52% | Reduce -4.0% | 206,297 | $37.7M |
| Hengehold Capital Management LLC | 3.42% | Add +1.7% | 205,371 | $37.5M |
| TD Capital Management LLC | 3.53% | Reduce -0.1% | 204,412 | $37.4M |
| Ameritas Advisory Services, LLC | 1.93% | Reduce -31.5% | 202,521 | $37.0M |
| Forte Capital LLC | 3.89% | Reduce -6.7% | 198,042 | $36.2M |
| SteelPeak Wealth, LLC | 1.41% | Add +4.3% | 197,159 | $36.0M |
| 49 Wealth Management, LLC | 3.80% | Reduce -3.6% | 195,379 | $35.7M |
| 1900 Wealth Management LLC | 2.68% | Reduce -0.4% | 193,983 | $35.5M |
| Strategic Blueprint, LLC | 1.72% | Reduce -8.4% | 191,369 | $35.0M |
| Vestmark Advisory Solutions, Inc. | 0.50% | Add +198.0% | 188,632 | $34.5M |
| Parallel Advisors, LLC | 0.69% | Reduce -3.8% | 188,562 | $34.5M |
| Wealth Group Ltd | 8.74% | Add +4.8% | 187,657 | $34.3M |
| SPC Financial, Inc. | 2.84% | Reduce -0.3% | 185,759 | $34.0M |
| Stone House Investment Management, LLC | 6.15% | Add +8.5% | 183,013 | $33.5M |
| Farther Finance Advisors, LLC | 0.67% | Reduce -29.4% | 182,195 | $33.3M |
| CFO4Life Group, LLC | 5.05% | Add +0.8% | 176,754 | $32.3M |
| Pettinga Financial Advisors LLC | 7.06% | Add +1.2% | 176,245 | $32.2M |
| CFS Investment Advisory Services, LLC | 2.63% | Add +1.4% | 175,639 | $32.1M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +27.6% | 173,866 | $31.8M |
| Bryn Mawr Trust Advisors, LLC | 1.73% | Add +3.9% | 172,820 | $31.6M |
| SlateStone Wealth, LLC | 2.94% | Add +9.3% | 171,866 | $31.4M |
| Franklin Resources Inc. | 0.01% | Reduce -54.6% | 169,731 | $31.0M |
| MA Private Wealth | 5.51% | Reduce -32.7% | 168,419 | $30.8M |
| Heck Capital Advisors, LLC | 2.63% | Reduce -26.2% | 167,333 | $30.6M |
| ARS Wealth Advisors Group, LLC | 3.52% | Add +2.8% | 166,971 | $30.5M |
| Capital Advisors, Ltd. LLC | 3.72% | Add +2.1% | 165,038 | $30.2M |
| Sowell Financial Services LLC | 1.23% | Reduce -0.8% | 164,758 | $30.1M |
| True Link Financial Advisors, LLC | 2.06% | Reduce -22.4% | 163,122 | $29.8M |
| High Falls Advisors, Inc | 6.55% | Reduce -0.8% | 161,963 | $29.6M |
| Choreo, LLC | 0.41% | Reduce -26.6% | 160,669 | $29.4M |
| Armbruster Capital Management, Inc. | 5.30% | Add +7.6% | 160,130 | $29.3M |
| Pure Financial Advisors, LLC | 0.51% | Add +13.6% | 159,645 | $29.2M |
| Perigon Wealth Management, LLC | 0.67% | Reduce -3.7% | 155,879 | $28.5M |
| Physician Wealth Advisors, Inc. | 4.42% | Add +5.6% | 153,841 | $28.1M |
| Brookstone Capital Management | 0.37% | Reduce -13.1% | 153,520 | $28.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.82% | Add +2.2% | 153,118 | $28.0M |
| One Wealth Advisors, LLC | 3.87% | Add +3.7% | 152,203 | $27.8M |
| Family Manage LLC | 4.22% | Add +2.3% | 152,014 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +14.0% | 150,749 | $27.6M |
| Aptus Capital Advisors, LLC | 0.27% | Reduce -3.4% | 150,184 | $27.5M |
| Liberty Wealth Management LLC | 4.30% | Add +8.3% | 149,913 | $27.4M |
| Ewa, LLC | 8.56% | Reduce -8.2% | 148,691 | $27.2M |
| BOK Financial Private Wealth, Inc. | 1.81% | Reduce -0.7% | 148,664 | $27.2M |
| Security Financial Services, INC. | 4.66% | Add +2.4% | 144,337 | $26.4M |
| Insight Wealth Strategies, LLC | 3.30% | Add +1.0% | 142,254 | $26.1M |
| Gries Financial LLC | 4.70% | Reduce -2.7% | 141,067 | $25.8M |
| Buttonwood Financial Group, LLC | 13.05% | Add +3.6% | 140,048 | $25.7M |
| Centerpoint Advisors, LLC | 8.49% | Add +2.4% | 136,889 | $25.0M |
| RVW Wealth, LLC | 2.12% | Add +10.7% | 136,637 | $25.0M |
| Symmetry Partners, LLC | 3.06% | Add +10.4% | 136,204 | $24.9M |
| Summit Wealth Partners, LLC | 4.74% | Reduce -2.5% | 135,950 | $24.9M |
| Stonebrook Private Inc. | 5.72% | Reduce -0.4% | 134,311 | $24.4M |
| Cypress Wealth Services, LLC | 4.33% | Add +5.1% | 132,456 | $24.2M |
| IFP Advisors, Inc | 0.68% | Add +62.2% | 130,413 | $23.8M |
| Detalus Advisors, LLC | 6.88% | Add +4.6% | 129,755 | $23.7M |
| McMorgan & Co. LLC | 3.48% | Reduce -0.4% | 129,214 | $23.6M |
| Keystone Financial Services | 8.01% | Add +4.8% | 128,858 | $23.6M |
| Centaurus Financial, Inc. | 1.37% | Add +9.6% | 128,651 | $23.5M |
| Sequoia Financial Advisors, LLC | 0.16% | Reduce -23.4% | 128,585 | $23.5M |
| Journey Advisory Group, LLC | 1.83% | Reduce -4.2% | 128,492 | $23.5M |
| KWB Wealth | 2.84% | New | 136,747 | $23.4M |
| Agf Management Ltd. | 0.11% | Reduce -2.3% | 126,534 | $23.1M |
| VestGen Advisors, LLC | 0.92% | Add +7.3% | 124,973 | $23.1M |
| Kelly Financial Services LLC | 6.76% | Add +6.1% | 125,466 | $22.9M |
| Tanglewood Wealth Management, Inc. | 2.26% | Reduce -0.3% | 125,216 | $22.9M |
| Comerica Bank | 0.09% | Reduce -4.1% | 125,015 | $22.9M |
| Kestra Private Wealth Services, LLC | 0.33% | Reduce -35.0% | 124,056 | $22.7M |
| Aventus Investment Advisors, Inc. | 20.27% | — | 123,385 | $22.6M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -79.6% | 121,234 | $22.2M |
| Palo Alto Wealth Advisors, LLC | 8.31% | Add +4.5% | 120,144 | $22.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.72% | Add +2.4% | 119,148 | $21.8M |
| Integrity Alliance, Llc. | 1.19% | Reduce -32.4% | 119,007 | $21.8M |
| Rwa Wealth Partners, LLC | 0.27% | Reduce -46.2% | 118,687 | $21.7M |
| Keebeck Wealth Management | 2.82% | Reduce -8.2% | 117,722 | $21.5M |
| Client First Capital LLC | 10.04% | Add +0.8% | 116,994 | $21.4M |
| Wealth Alliance, LLC | 2.38% | Add +4.6% | 116,521 | $21.3M |
| GW Henssler & Associates Ltd. | 1.13% | Add +6.4% | 116,006 | $21.2M |
| Diversify Wealth Management, LLC | 1.31% | Add +1.2% | 113,242 | $21.2M |
| Invst, LLC | 2.63% | Add +9.6% | 115,389 | $21.1M |
| Mayflower Financial Advisors, LLC | 2.93% | Add +24.6% | 114,901 | $21.0M |
| Financial Advocates Investment Management | 1.68% | Add +15.0% | 112,302 | $20.5M |
| Trek Financial, LLC | 1.37% | Add +5.5% | 112,020 | $20.5M |
| Van Hulzen Asset Management, LLC | 1.70% | Reduce -12.4% | 111,624 | $20.4M |
| Summit X, LLC | 3.77% | Add +0.7% | 110,487 | $20.2M |
| ONE Advisory Partners, LLC | 6.72% | Add +6.8% | 108,127 | $20.1M |
| PAX Financial Group, LLC | 3.85% | Add +3.3% | 110,067 | $20.1M |
| Cahill Financial Advisors Inc. | 2.48% | Add +0.6% | 109,155 | $20.0M |
| Focus Financial Network, Inc. | 0.79% | Add +2.3% | 109,047 | $19.9M |
| Meridian Wealth Partners, LLC | 2.87% | Reduce -0.1% | 108,297 | $19.8M |
| PFG Advisors | 0.91% | Add +0.1% | 107,818 | $19.7M |
| Waverly Advisors, LLC | 0.21% | Add +41.3% | 107,069 | $19.6M |
| Legacy Edge Advisors, LLC | 2.61% | Add +4.7% | 106,746 | $19.5M |
| Perennial Investment Advisors, LLC | 1.89% | Add +11.0% | 106,398 | $19.5M |
| Allworth Financial LP | 0.09% | Reduce -2.5% | 106,194 | $19.4M |
| Midwest Capital Advisors, LLC | 10.14% | Add +5.4% | 105,169 | $19.2M |
| Strategic Point Investment Advisors, LLC | 2.90% | Add +0.7% | 102,851 | $18.8M |
| Regatta Capital Group, LLC | 3.23% | Add +9.4% | 102,818 | $18.8M |
| Advus Financial Partners, LLC | 4.80% | Add +4.0% | 102,681 | $18.8M |
| Triad Wealth Partners, LLC | 3.78% | Add +29.7% | 102,248 | $18.7M |
| Skyline Advisors, Inc. | 6.90% | Reduce -2.3% | 102,108 | $18.7M |
| Weaver Consulting Group | 5.16% | Reduce -8.5% | 102,097 | $18.7M |
| Stephens Inc. | 0.26% | Add +0.9% | 101,615 | $18.6M |
| Kilter Group LLC | 9.76% | Add +7.5% | 101,415 | $18.5M |
| Creative Planning | 0.02% | Reduce -1.8% | 100,821 | $18.4M |
| Jefferies Financial Group Inc. | 0.32% | Reduce -0.4% | 100,102 | $18.3M |
| CGN Advisors LLC | 1.63% | Add +2.3% | 99,761 | $18.2M |
| Legacy Financial Group LLC | 2.54% | Add +7.1% | 99,509 | $18.2M |
| Connable Office Inc. | 1.79% | New | 98,993 | $18.1M |
| Apella Capital, LLC | 0.49% | Reduce -13.2% | 98,353 | $18.1M |
| Tobias Financial Advisors, Inc. | 3.08% | Add +0.2% | 98,336 | $18.0M |
| Trinity Wealth Management, LLC | 7.04% | Add +0.7% | 97,084 | $17.7M |
| Regal Investment Advisors LLC | 1.31% | Add +1.2% | 95,707 | $17.5M |
| Center for Financial Planning, Inc. | 1.99% | Reduce -0.7% | 95,081 | $17.4M |
| Intelligence Driven Advisers, LLC | 2.61% | Add +2.4% | 94,641 | $17.3M |
| Beacon Bridge Wealth Partners, LLC | 6.87% | Add +2.5% | 94,627 | $17.3M |
| Swmg, LLC | 5.70% | Add +38.3% | 90,717 | $16.9M |
| Assetmark, Inc. | 0.04% | Add +9.2% | 92,642 | $16.9M |
| Well Done, LLC | 3.17% | Reduce -10.1% | 92,472 | $16.9M |
| Financial Partners Group, Inc | 2.34% | Add +11.7% | 92,378 | $16.9M |
| TSA Wealth Managment LLC | 6.16% | Reduce -1.9% | 92,271 | $16.9M |
| WJ Wealth Management, LLC | 5.32% | Reduce -7.3% | 92,229 | $16.9M |
| Intrust Bank NA | 1.48% | Add +3.4% | 91,195 | $16.7M |
| Rothschild Wealth LLC | 4.02% | Add +4.9% | 89,655 | $16.4M |
| Kraft, Davis & Associates, LLC | 4.43% | Add +1.5% | 86,441 | $16.1M |
| Principal Securities, Inc. | 0.30% | Add +48.6% | 88,152 | $16.1M |
| IFG Advisory, LLC | 0.81% | Add +0.9% | 88,129 | $16.1M |
| 360 Financial, Inc. | 5.07% | Add +5.3% | 87,807 | $16.1M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -42.4% | 87,780 | $16.0M |
| Scissortail Wealth Management, LLC | 3.84% | Add +3.6% | 87,483 | $16.0M |
| BCGM Wealth Management, LLC | 4.50% | Add +3.7% | 87,206 | $15.9M |
| Element Pointe Advisors, LLC | 3.76% | Add +3.2% | 84,942 | $15.5M |
| Snowden Capital Advisors LLC | 0.46% | Reduce -3.7% | 84,818 | $15.5M |
| Watershed Private Wealth LLC | 5.57% | Add +6.9% | 83,731 | $15.3M |
| Community Financial Services Group, LLC | 3.04% | Add +1.4% | 83,484 | $15.3M |
| Tudor Investment Corporation | 0.11% | Add +90.4% | 81,553 | $14.9M |
| Bell Investment Advisors, Inc | 2.54% | Add +5.4% | 80,875 | $14.8M |
| Moment Partners, LLC | 2.73% | Add +7.5% | 79,686 | $14.6M |
| Global Retirement Partners, LLC | 0.36% | — | 79,047 | $14.5M |
| Capital Analysts, LLC | 0.47% | Add +51.2% | 77,482 | $14.2M |
| Simplicity Wealth,LLC | 0.59% | Add +75.5% | 77,458 | $14.2M |
| Maia Wealth LLC | 2.70% | Add +2.6% | 77,382 | $14.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.31% | No change | 77,200 | $14.1M |
| HUB Investment Partners, LLC | 0.49% | Add +3.6% | 77,190 | $14.1M |
| Sovran Advisors, LLC | 1.48% | Add +15.8% | 76,714 | $14.1M |
| Bay Harbor Wealth Management, LLC | 4.08% | Add +7.2% | 76,890 | $14.1M |
| Apeiron RIA LLC | 3.60% | Add +94.4% | 76,578 | $14.0M |
| Motive Wealth Advisors | 6.37% | Add +13.3% | 76,500 | $14.0M |
| ShoreHaven Wealth Partners, LLC | 5.72% | Add +7.6% | 76,428 | $14.0M |
| Csenge Advisory Group | 0.73% | Add +2.5% | 77,990 | $13.8M |
| SVB Wealth LLC | 0.72% | Reduce -26.1% | 73,952 | $13.5M |
| Lutz Financial Services LLC | 1.05% | Add +14.9% | 73,896 | $13.5M |
| NewEdge Wealth, LLC | 0.21% | Reduce -4.0% | 73,216 | $13.5M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +22.1% | 73,250 | $13.4M |
| First Horizon Advisors, Inc. | 0.35% | Add +5.5% | 73,035 | $13.4M |
| WealthShield Partners, LLC | 1.60% | Add +6.7% | 72,480 | $13.3M |
| Tradition Wealth Management, LLC | 1.04% | Reduce -5.2% | 71,208 | $13.0M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +10.1% | 70,334 | $12.9M |
| Balentine LLC | 0.50% | Reduce -5.6% | 70,252 | $12.8M |
| Tsfg, LLC | 2.31% | Add +25060.1% | 69,945 | $12.8M |
| Global Wealth Strategies & Associates | 3.65% | Add +10.8% | 69,805 | $12.8M |
| Bank of Nova Scotia | 0.03% | Reduce -2.4% | 68,745 | $12.6M |
| Beacon Financial Group | 1.31% | Add +8.0% | 68,559 | $12.5M |
| Jmac Enterprises LLC | 2.68% | Add +36.5% | 68,500 | $12.5M |
| WCG Wealth Advisors LLC | 0.81% | Add +5.2% | 68,458 | $12.5M |
| Garrett Wealth Advisory Group, LLC | 2.64% | Reduce -0.6% | 68,160 | $12.5M |
| Trilogy Capital Inc. | 0.61% | Reduce -19.7% | 68,152 | $12.5M |
| Richard Bernstein Advisors LLC | 0.31% | Reduce -1.5% | 67,879 | $12.4M |
| Claro Advisors Inc. | 2.05% | Reduce -13.6% | 67,839 | $12.4M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.35% | Reduce -72.9% | 67,826 | $12.4M |
| Watts Gwilliam & Co., LLC | 2.04% | Reduce -4.8% | 64,553 | $12.4M |
| Foundry Financial Group, Inc. | 7.04% | Add +4.4% | 67,697 | $12.4M |
| McNaughton Wealth Management, LLC | 5.44% | Add +7.0% | 66,754 | $12.2M |
| Custos Family Office, LLC | 3.88% | Add +0.7% | 66,537 | $12.2M |
| Wealth Quarterback LLC | 5.77% | Reduce -19.2% | 66,536 | $12.2M |
| Shufro Rose & Co. LLC | 0.98% | Reduce -2.5% | 70,947 | $12.1M |
| Wood Tarver Financial Group, LLC | 3.62% | Add +0.6% | 65,792 | $12.0M |
| EdgeRock Capital LLC | 3.78% | Add +2.4% | 65,335 | $12.0M |
| Gladstone Institutional Advisory LLC | 0.49% | Add +4.6% | 65,262 | $11.9M |
| 5T Wealth, LLC | 5.90% | Add +4.4% | 63,380 | $11.6M |
| Flagship Private Wealth, LLC | 4.90% | Add +4.6% | 63,090 | $11.5M |
| Exchange Traded Concepts, LLC | 0.14% | Add +40.7% | 60,857 | $11.1M |
| Crown Wealth Group, LLC | 4.18% | Add +11.4% | 60,832 | $11.1M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +6.3% | 60,750 | $11.1M |
| Kickstand Ventures, Llc. | 2.59% | Add +7.9% | 60,714 | $11.1M |
| Hobbs Wealth Management, LLC | 10.44% | Add +19.3% | 59,811 | $10.9M |
| Forte Asset Management LLC | 5.57% | Reduce -4.2% | 59,780 | $10.9M |
| Guided Capital Wealth Management, LLC | 8.36% | Reduce -1.1% | 59,386 | $10.9M |
| GSG Advisors LLC | 3.12% | Add +2.8% | 58,770 | $10.7M |
| Summit Financial, LLC | 0.24% | Reduce -71.9% | 58,611 | $10.7M |
| StrongBox Wealth, LLC | 4.06% | Add +3.6% | 58,543 | $10.7M |
| Forthright Family Wealth Advisory LLC | 6.75% | Reduce -2.1% | 58,295 | $10.7M |
| HSBC Holdings PLC | 0.01% | Reduce -13.0% | 58,210 | $10.6M |
| Premier Path Wealth Partners, LLC | 1.47% | Add +4.9% | 57,598 | $10.5M |
| RFG Advisory, LLC | 0.25% | Reduce -9.5% | 57,582 | $10.5M |
| Sigma Planning Corp | 0.32% | Reduce -23.7% | 57,433 | $10.5M |
| ERn Financial, LLC | 2.21% | Reduce -2.1% | 57,349 | $10.5M |
| Ullmann Wealth Partners Group, LLC | 1.21% | Reduce -4.5% | 56,019 | $10.2M |
| SigFig Wealth Management, LLC | 0.34% | Add +2.3% | 56,371 | $10.2M |
| First Foundation Advisors | 0.38% | Add +23.7% | 55,846 | $10.2M |
| SWP Financial LLC | 5.56% | Add +7.4% | 55,322 | $10.1M |
| Jacobi Capital Management LLC | 0.66% | Reduce -1.7% | 54,536 | $10.0M |
| Meitav Investment House Ltd. | 0.13% | Add +0.7% | 54,560 | $10.0M |
| Allstate Corp. | 0.72% | Add +34.6% | 54,336 | $9.9M |
| Capital Investment Advisory Services, LLC | 0.81% | Reduce -30.4% | 54,303 | $9.9M |
| Dorsey & Whitney Trust CO LLC | 0.52% | Add +1.1% | 54,124 | $9.9M |
| Adapt Wealth Advisors, LLC | 4.38% | Add +2.4% | 53,556 | $9.8M |
| Blue Edge Capital, LLC | 1.44% | Reduce -5.2% | 52,997 | $9.7M |
| SOL Capital Management CO | 0.94% | Reduce -12.9% | 52,797 | $9.7M |
| Citadel Advisors | 0.01% | Add +910.8% | 52,037 | $9.5M |
| Spire Wealth Management | 0.34% | Reduce -24.5% | 52,000 | $9.5M |
| Asset Advisors Investment Management, LLC | 0.94% | Reduce -1.1% | 51,816 | $9.5M |
| Stonehearth Capital Management, LLC | 3.91% | Reduce -3.2% | 51,657 | $9.4M |
| Crestwood Advisors Group, LLC | 0.17% | Add +9.9% | 51,630 | $9.4M |
| Stark Wealth Management LLC | 13.43% | New | 52,960 | $9.4M |
| Veltria Advisors Corp. | 6.25% | No change | 51,216 | $9.4M |
| Brown Advisory Inc. | 0.01% | Add +1.8% | 50,455 | $9.2M |
| Magnolia Capital Advisors LLC | 2.31% | Add +632.9% | 50,164 | $9.2M |
| Quadrant Private Wealth Management, LLC | 1.89% | Add +10.7% | 49,806 | $9.1M |
| Northeast Financial Consultants Inc | 0.37% | Reduce -0.6% | 49,721 | $9.1M |
| Symphony Financial, Ltd. Co. | 1.19% | Add +64.9% | 57,552 | $9.1M |
| True Vision MN LLC | 5.00% | Add +2.2% | 49,435 | $9.0M |
| CoreCap Advisors, LLC | 0.36% | Add +3.5% | 49,398 | $9.0M |
| Advisory Services Network, LLC | 0.14% | Add +2.3% | 48,821 | $9.0M |
| KPP Advisory Services LLC | 1.48% | Add +2.9% | 49,020 | $9.0M |
| New York Life Investment Management LLC | 0.08% | Reduce -25.1% | 48,892 | $8.9M |
| Three Magnolias Financial Advisors, LLC | 6.22% | Add +3.9% | 48,857 | $8.9M |
| WBH Advisory Inc. | 0.76% | Reduce -20.7% | 48,843 | $8.9M |
| National Bank of Canada | 0.01% | Add +6.4% | 48,579 | $8.9M |
| Geneva Partners, LLC | 3.52% | Reduce -10.1% | 48,578 | $8.9M |
| Harbour Investments, Inc. | 0.22% | Add +9.5% | 48,539 | $8.9M |
| Arq Wealth Advisors, LLC | 3.01% | No change | 51,336 | $8.8M |
| Mutual Advisors, LLC | 0.22% | Add +3.4% | 46,475 | $8.7M |
| Running Point Capital Advisors, LLC | 2.39% | Reduce -21.4% | 47,425 | $8.7M |
| Financial Life Advisors | 2.96% | Add +2.9% | 47,262 | $8.6M |
| Centurion Wealth Management LLC | 2.46% | Add +22.1% | 46,966 | $8.6M |
| Highview Capital Management LLC | 3.30% | Add +14.7% | 46,825 | $8.6M |
| Northern Trust Corp. | 0.00% | Add +19.3% | 46,792 | $8.6M |
| MRA Advisory Group | 4.00% | Reduce -1.1% | 46,657 | $8.5M |
| Cynosure Group, LLC | 0.96% | Add +0.4% | 46,490 | $8.5M |
| M1 Capital Management LLC | 4.24% | Add +7.1% | 46,040 | $8.4M |
| Endeavor Private Wealth, Inc. | 3.96% | Add +14.6% | 45,769 | $8.4M |
| Theory Financial LLC | 3.17% | Add +15.5% | 45,323 | $8.3M |
| Hoese & Co LLP | 6.72% | Reduce -0.3% | 45,590 | $8.3M |
| Twin Peaks Wealth Advisors, LLC | 2.67% | Add +18.7% | 44,081 | $8.3M |
| Citigroup Inc. | 0.01% | Add +3.9% | 44,775 | $8.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +146.2% | 44,606 | $8.2M |
| Yoder Wealth Management, Inc. | 4.24% | Reduce -2.3% | 44,730 | $8.1M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +13.3% | 44,183 | $8.1M |
| Royal Harbor Partners, LLC | 2.94% | Reduce -0.8% | 43,939 | $8.0M |
| Independent Financial Group, LLC | 0.22% | Reduce -0.1% | 43,834 | $8.0M |
| Mgo One Seven LLC | 0.26% | Add +458.9% | 43,828 | $8.0M |
| First Trust Advisors LP | 0.01% | Reduce -3.8% | 43,427 | $7.9M |
| Certus Wealth Management, LLC | 5.11% | Add +1.9% | 43,402 | $7.9M |
| Spectrum Planning & Advisory Services Inc. | 5.12% | Reduce -7.2% | 43,322 | $7.9M |
| Firethorn Wealth Partners, LLC | 3.43% | Add +1.6% | 43,306 | $7.9M |
| Per Stirling Capital Management, LLC. | 1.03% | Add +19.0% | 43,028 | $7.9M |
| Lifelong Wealth Advisors, Inc. | 2.59% | Add +12.1% | 42,708 | $7.8M |
| PMG Wealth Management, Inc. | 6.37% | Add +3.6% | 42,236 | $7.7M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +3.9% | 42,165 | $7.7M |
| Nuveen, LLC | 0.00% | No change | 42,462 | $7.7M |
| Vident Advisory, LLC | 0.09% | Add +7.3% | 41,987 | $7.7M |
| One Wealth Capital Management, LLC | 3.59% | Add +3.2% | 41,860 | $7.7M |
| Ssi Investment Management LLC | 3.08% | Add +68.5% | 41,825 | $7.6M |
| Pinebridge Investments, L.P. | 0.06% | Add +140.4% | 41,167 | $7.5M |
| Annex Advisory Services, LLC | 0.18% | Reduce -7.8% | 40,700 | $7.4M |
| Founders Financial Securities LLC | 0.56% | Add +4.2% | 40,678 | $7.4M |
| Gen-Wealth Partners Inc | 2.87% | Add +7.1% | 40,605 | $7.4M |
| BOS Asset Management, LLC | 2.38% | Add +6.2% | 40,520 | $7.4M |
| Performa Ltd (US), LLC | 2.22% | Add +4.5% | 40,319 | $7.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.84% | Add +6.3% | 40,208 | $7.4M |
| Ade, LLC | 3.85% | Add +8.3% | 39,566 | $7.2M |
| Waterloo Capital, L.P. | 0.58% | Reduce -43.5% | 39,554 | $7.2M |
| Shared Vision Wealth Group LLC | 3.59% | Add +2.4% | 39,073 | $7.2M |
| Legacy Advisory Services, LLC | 5.65% | Add +0.2% | 38,985 | $7.1M |
| Bison Wealth, LLC | 0.56% | Add +17.9% | 38,749 | $7.1M |
| Elevation Capital Advisory, LLC | 2.84% | New | 38,757 | $7.1M |
| Cabot Wealth Management Inc. | 0.84% | Add +2.2% | 38,675 | $7.1M |
| Braun-Bostich & Associates Inc. | 4.82% | Add +2.7% | 38,605 | $7.1M |
| Lincoln Capital Corp. | 2.71% | Reduce -0.8% | 38,506 | $7.0M |
| WealthPlan Investment Management, LLC | 0.51% | New | 38,502 | $7.0M |
| Sage Advisory Services, Ltd.Co. | 3.82% | Add +1.7% | 38,317 | $7.0M |
| Formidable Asset Management, LLC | 1.17% | No change | 40,977 | $7.0M |
| Interactive Financial Advisors, Inc. | 3.37% | Reduce -6.3% | 37,857 | $6.9M |
| Lantz Financial LLC | 1.71% | Add +6.8% | 37,604 | $6.9M |
| Boreal Capital Management LLC | 6.56% | — | 37,425 | $6.8M |
| Titleist Asset Management, LLC | 0.68% | Add +8.4% | 37,389 | $6.8M |
| Compound Planning, Inc. | 0.25% | Add +27.0% | 36,818 | $6.7M |
| Avidian Wealth Enterprises, LLC | 0.27% | Add +4.8% | 36,726 | $6.7M |
| Lido Advisors, LLC | 0.04% | Reduce -7.1% | 36,713 | $6.7M |
| Soundwatch Capital LLC | 1.14% | Add +72284.9% | 2,437,924 | $6.7M |
| Golden State Wealth Management, LLC | 0.81% | Add +16.0% | 36,324 | $6.6M |
| Verus Capital Partners, LLC | 0.59% | Add +5.1% | 35,923 | $6.6M |
| Guardian Wealth Advisors, LLC / NC | 0.46% | Add +0.5% | 35,883 | $6.6M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -1.4% | 35,753 | $6.5M |
| Barnes Wealth Management Group, Inc | 3.83% | Add +6.9% | 35,496 | $6.5M |
| Elevation Point Wealth Partners, LLC | 0.50% | Reduce -0.1% | 35,323 | $6.5M |
| Peddock Capital Advisors, LLC | 1.49% | Add +69.6% | 35,267 | $6.4M |
| Client 1ST Advisory Group, LLC | 2.32% | Add +1.8% | 35,015 | $6.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -50.0% | 35,000 | $6.4M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Reduce -4.9% | 34,505 | $6.3M |
| MAI Capital Management | 0.04% | Reduce -3.5% | 34,346 | $6.3M |
| Old National Bancorp | 0.11% | Add +9.2% | 33,839 | $6.2M |
| Fidelis Capital Partners, LLC | 0.55% | Reduce -11.1% | 32,782 | $6.1M |
| Dohj, LLC | 1.76% | Add +78.6% | 37,091 | $6.1M |
| Sculati Wealth Management, LLC | 2.27% | New | 32,970 | $6.0M |
| FFG Retirement Advisors LLC | 3.77% | Add +20.6% | 32,887 | $6.0M |
| Vista Investment Management | 2.22% | Add +0.9% | 32,792 | $6.0M |
| Unique Wealth, LLC | 0.97% | Add +30.4% | 32,791 | $6.0M |
| Capital Advantage, Inc. | 0.95% | Add +18.2% | 32,728 | $6.0M |
| Cora Capital Advisors LLC | 2.65% | Reduce -6.2% | 32,539 | $5.9M |
| Leslie Global Wealth, LLC | 3.17% | Reduce -28.9% | 32,475 | $5.9M |
| KM Capital Management Ltd. | 2.90% | Add +14.4% | 32,193 | $5.9M |
| Vise Technologies, Inc. | 0.24% | — | 32,082 | $5.9M |
| Marino, Stram & Associates LLC | 1.18% | Add +5.5% | 31,959 | $5.8M |
| Quantinno Capital Management LP | 0.03% | Add +155.3% | 31,601 | $5.8M |
| Astoria Portfolio Advisors LLC. | 1.61% | Add +5.5% | 30,866 | $5.7M |
| Davis Wealth Advisors, LLC | 6.02% | Reduce -3.4% | 31,043 | $5.7M |
| AQR Capital Management | 0.00% | Add +55.2% | 30,549 | $5.6M |
| Avant Capital LLC | 4.33% | Reduce -0.7% | 30,505 | $5.6M |
| Annandale Capital, LLC | 1.02% | Add +19.5% | 30,312 | $5.5M |
| Wealthgarden F.S. LLC | 4.59% | Reduce -11.7% | 30,050 | $5.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 30,200 | $5.5M |
| Capital Investment Advisors, LLC | 0.10% | Add +8.0% | 30,194 | $5.5M |
| Keystone Wealth Services, LLC | 1.33% | Add +0.3% | 30,186 | $5.5M |
| AlphaCore Capital LLC | 0.21% | Reduce -1.0% | 30,183 | $5.5M |
| PFG Private Wealth Management, LLC | 2.84% | Add +2.3% | 30,174 | $5.5M |
| Gateway Wealth Partners, LLC | 1.04% | Add +19.3% | 29,967 | $5.5M |
| Hoxton Planning & Management, LLC | 1.88% | Add +1.0% | 29,726 | $5.4M |
| TruWealth Advisors, LLC | 0.30% | Add +14.6% | 29,722 | $5.4M |
| West Wealth Group, LLC | 1.35% | Add +6.0% | 29,296 | $5.4M |
| Partners Capital Investment Group, LLP | 0.22% | Reduce -70.8% | 29,658 | $5.4M |
| My Legacy Advisors, LLC | 1.92% | Add +3.3% | 29,212 | $5.4M |
| Investor's Fiduciary Advisor Network, LLC | 2.00% | Reduce -1.9% | 29,491 | $5.4M |
| Inscription Capital, LLC | 0.78% | Reduce -10.9% | 29,463 | $5.4M |
| Trust Co | 0.61% | Add +22.1% | 29,451 | $5.4M |
| Western Wealth Management, LLC | 0.32% | Reduce -4.5% | 29,448 | $5.4M |
| Avalon Capital Management | 1.44% | Reduce -1.9% | 29,362 | $5.4M |
| World Investment Advisors | 0.12% | Reduce -5.2% | 29,265 | $5.4M |
| Ethos Financial Group, LLC | 0.46% | Reduce -0.9% | 29,185 | $5.3M |
| SageView Advisory Group, LLC | 0.20% | Reduce -4.1% | 28,061 | $5.2M |
| Ironsides Asset Advisors, LLC | 1.52% | Reduce -45.4% | 28,603 | $5.2M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Reduce -75.4% | 28,482 | $5.2M |
| Tyler-Stone Wealth Management | 0.83% | Add +8.0% | 28,294 | $5.2M |
| Vertex Planning Partners, LLC | 1.08% | Add +14.6% | 28,254 | $5.2M |
| Breakwater Capital Group | 0.84% | Add +9.5% | 28,087 | $5.1M |
| Copperleaf Capital, LLC | 2.60% | Add +2.9% | 28,056 | $5.1M |
| GeoWealth Management, LLC | 0.20% | Reduce -1.6% | 27,913 | $5.1M |
| Financial Enhancement Group LLC | 0.73% | Reduce -1.6% | 27,612 | $5.1M |
| Cornerstone Advisors Asset Management, LLC | 0.97% | Reduce -3.4% | 27,696 | $5.1M |
| Rollins Financial Advisors, LLC | 0.80% | Reduce -8.9% | 27,370 | $5.0M |
| Apollon Financial, LLC | 1.04% | Add +6.5% | 27,136 | $5.0M |
| Warner Financial, Inc. | 2.05% | Reduce -2.7% | 27,125 | $5.0M |
| American Money Management, LLC | 0.88% | Add +17.1% | 27,092 | $5.0M |
| Alterna Wealth Management, Inc. | 3.94% | Add +0.4% | 26,904 | $4.9M |
| Blair William & Co. | 0.01% | Add +18.4% | 26,902 | $4.9M |
| Avestar Capital, LLC | 0.36% | Reduce -2.2% | 26,698 | $4.9M |
| Resolute Wealth Advisor, Inc. | 2.76% | — | 25,266 | $4.8M |
| Freedom Investment Management, Inc. | 0.39% | Reduce -4.6% | 26,497 | $4.8M |
| OMNI 360 Wealth, Inc. | 2.98% | Add +2.1% | 26,210 | $4.8M |
| Altfest L J & Co. Inc. | 0.56% | Add +414.8% | 26,199 | $4.8M |
| Prospera Financial Services Inc | 0.09% | Add +8.8% | 25,951 | $4.7M |
| HMV Wealth Advisors, LLC | 3.10% | New | 25,845 | $4.7M |
| Tacita Capital Inc | 3.03% | Add +1.1% | 25,822 | $4.7M |
| Worth Financial Advisory Group, LLC | 2.87% | Reduce -0.6% | 25,569 | $4.7M |
| Red Tortoise LLC | 2.28% | Reduce -35.7% | 25,564 | $4.7M |
| Panoramic Investment Advisors, LLC | 2.87% | Reduce -3.0% | 25,554 | $4.7M |
| Money Concepts Capital Corp. | 0.31% | Reduce -48.9% | 25,526 | $4.7M |
| Interchange Capital Partners, LLC | 1.07% | Add +6.1% | 25,431 | $4.6M |
| Signet Financial Management, LLC | 0.58% | Add +25.6% | 25,207 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +18.8% | 24,685 | $4.5M |
| Fortis Capital Management LLC | 0.70% | Add +0.2% | 24,602 | $4.5M |
| Mather Group, Llc. | 0.05% | Add +4.2% | 24,358 | $4.5M |
| Aries Wealth Management | 1.16% | Reduce -11.7% | 24,305 | $4.4M |
| RCS Financial Planning, LLC | 2.20% | Add +10.0% | 24,212 | $4.4M |
| Smartleaf Asset Management LLC | 0.39% | Add +44.5% | 24,332 | $4.4M |
| Stanich Group LLC | 3.90% | Reduce -15.8% | 23,700 | $4.4M |
| Simon Quick Advisors, LLC | 0.22% | Reduce -13.2% | 23,812 | $4.4M |
| TCI Wealth Advisors, Inc. | 0.30% | Add +0.1% | 23,670 | $4.3M |
| GTS Securities LLC | 0.19% | New | 23,622 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +25.4% | 23,449 | $4.3M |
| Bridges Investment Management Inc. | 0.06% | Reduce -11.4% | 23,429 | $4.3M |
| Diversify Advisory Services, LLC | 0.16% | Reduce -26.9% | 22,535 | $4.2M |
| Pacific Wealth Management | 2.08% | Add +1.1% | 23,014 | $4.2M |
| Nwam LLC | 0.24% | Add +1345.0% | 22,687 | $4.2M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +1.3% | 22,746 | $4.2M |
| Transcend Capital Advisors, LLC | 0.32% | Add +28.7% | 22,387 | $4.1M |
| Beacon Financial Planning, Inc. | 2.28% | Reduce -3.5% | 22,378 | $4.1M |
| Millington Financial Advisors, LLC | 2.06% | Reduce -5.0% | 21,940 | $4.1M |
| Private Trust Co. NA | 0.39% | Add +3.3% | 22,350 | $4.1M |
| AlTi Global, Inc. | 0.10% | Reduce -33.4% | 22,259 | $4.1M |
| Beacon Financial Advisory LLC | 1.05% | Add +4.6% | 22,189 | $4.1M |
| Triumph Capital Management | 1.22% | Add +117.1% | 22,178 | $4.1M |
| EP Wealth Advisors, LLC | 0.03% | Add +18.6% | 22,177 | $4.1M |
| Pinion Investment Advisors, LLC | 1.39% | Reduce -11.6% | 22,022 | $4.0M |
| MorganRosel Wealth Management, LLC | 1.09% | Reduce -7.9% | 21,845 | $4.0M |
| Brown Financial Advisors | 1.55% | Reduce -2.4% | 21,653 | $4.0M |
| Crescent Grove Advisors, LLC | 0.38% | Reduce -3.4% | 21,614 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +5.0% | 21,600 | $3.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +11.9% | 21,503 | $3.9M |
| Delos Wealth Advisors, LLC | 3.06% | Reduce -10.5% | 21,425 | $3.9M |
| Bush Investment Group, LLC | 2.63% | Add +5.9% | 21,415 | $3.9M |
| Brookwood Investment Group LLC | 0.62% | Add +7.7% | 21,183 | $3.9M |
| Banco Santander, S.A. | 0.04% | No change | 21,040 | $3.8M |
| Redwood Investment Management, LLC | 0.41% | Add +27.3% | 21,021 | $3.8M |
| Signal Advisors Wealth, LLC | 0.30% | Add +3.0% | 20,960 | $3.8M |
| BridgePort Financial Solutions, LLC | 1.26% | Add +2.2% | 20,802 | $3.8M |
| Fullcircle Wealth LLC | 1.41% | Add +14.2% | 20,387 | $3.8M |
| Woodmont Investment Counsel LLC | 0.25% | Reduce -1.0% | 20,649 | $3.8M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -12.3% | 20,363 | $3.7M |
| Retirement Wealth Solutions LLC | 2.72% | Add +7.9% | 20,360 | $3.7M |
| Bank of Montreal | 0.00% | Reduce -2.9% | 20,093 | $3.7M |
| Northwest Capital Management Inc | 1.98% | Reduce -39.2% | 20,011 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -3.4% | 20,011 | $3.7M |
| Integrated Advisors Network LLC | 0.16% | Add +18.1% | 19,952 | $3.6M |
| Keystone Financial Group | 0.33% | Reduce -11.7% | 19,936 | $3.6M |
| FDx Advisors, Inc. | 1.11% | Add +5.0% | 19,917 | $3.6M |
| Market Street Wealth Management Advisors LLC | 0.59% | Add +42.8% | 19,838 | $3.6M |
| Eq LLC | 1.40% | Reduce -71.0% | 19,764 | $3.6M |
| Tme Financial, Inc. | 2.92% | New | 19,762 | $3.6M |
| Commonwealth Retirement Investments LLC | 1.37% | Reduce -1.0% | 19,685 | $3.6M |
| First Citizens Financial Corp | 1.97% | Reduce -5.0% | 19,595 | $3.6M |
| Farrell Financial LLC | 2.39% | Add +0.8% | 19,485 | $3.6M |
| Sollinda Capital Management LLC | 0.92% | Reduce -84.9% | 19,382 | $3.5M |
| Benjamin Edwards Inc. | 0.05% | Add +2.3% | 19,360 | $3.5M |
| Central Pacific Bank - Trust Division | 0.47% | Add +74.4% | 19,359 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.76% | Add +8.7% | 19,351 | $3.5M |
| United Advisor Group, LLC | 0.61% | Reduce -1.1% | 19,277 | $3.5M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +33.8% | 19,256 | $3.5M |
| Carnegie Investment Counsel | 0.07% | Add +10.0% | 19,248 | $3.5M |
| Bedel Financial Consulting, Inc. | 0.48% | Reduce -1.9% | 19,172 | $3.5M |
| Blalock Williams, LLC | 3.47% | Add +6.6% | 18,999 | $3.5M |
| Mayfair Advisory Group, LLC | 1.63% | Add +0.3% | 18,642 | $3.5M |
| Providence First Trust Co | 1.22% | No change | 18,826 | $3.4M |
| CW Advisors, LLC | 0.03% | Add +60.1% | 18,742 | $3.4M |
| Pathstone Holdings, LLC | 0.01% | Add +193.8% | 18,672 | $3.4M |
| First Heartland Consultants, Inc. | 0.30% | Add +51.5% | 18,671 | $3.4M |
| Delta Wealth Advisors LLC | 2.85% | Reduce -3.1% | 18,640 | $3.4M |
| Bulltick Wealth Management, LLC | 0.84% | Add +1.2% | 18,603 | $3.4M |
| Macroview Investment Management LLC | 2.77% | Add +3.6% | 18,491 | $3.4M |
| Moneco Advisors, LLC | 0.31% | Reduce -23.5% | 18,471 | $3.4M |
| Clear Creek Financial Management, LLC | 0.32% | Add +25.1% | 18,246 | $3.3M |
| BCU Wealth Advisors, LLC | 1.49% | Add +19.1% | 18,175 | $3.3M |
| Fluent Financial, LLC | 1.36% | Reduce -16.6% | 18,106 | $3.3M |
| CFM Wealth Partners LLC | 0.52% | Add +11.7% | 17,965 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.7% | 17,907 | $3.3M |
| Magnus Financial Group LLC | 0.29% | Reduce -16.8% | 17,800 | $3.3M |
| Fortis Group Advisors, LLC | 0.59% | Reduce -46.1% | 17,595 | $3.2M |
| Absolute Capital Management, LLC | 1.63% | Add +3.8% | 17,716 | $3.2M |
| Tarbox Family Office, Inc. | 0.49% | No change | 17,642 | $3.2M |
| Sutton Place Investors LLC | 1.92% | Add +4.0% | 17,457 | $3.2M |
| WealthPLAN Partners, LLC | 0.51% | Add +5.3% | 17,453 | $3.2M |
| Regimen Wealth, LLC | 0.99% | Add +21.9% | 17,416 | $3.2M |
| Venturi Wealth Management, LLC | 0.16% | Reduce -0.4% | 17,183 | $3.1M |
| Robinson Smith Wealth Advisors LLC | 2.50% | Reduce -13.0% | 17,121 | $3.1M |
| Wells Financial Advisors INC | 4.29% | Reduce -4.9% | 17,093 | $3.1M |
| Dakota Wealth Management | 0.07% | Reduce -0.4% | 17,027 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -10.1% | 16,992 | $3.1M |
| Aspire Private Capital, LLC | 0.71% | Add +4.6% | 16,785 | $3.1M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -48.6% | 16,776 | $3.1M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Add +601.6% | 16,740 | $3.1M |
| Creative Financial Designs Inc. | 0.22% | Reduce -1.1% | 16,666 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +30.3% | 16,539 | $3.0M |
| Clearview Wealth Advisors LLC | 2.09% | Add +3.7% | 16,402 | $3.0M |
| Savvy Advisors, Inc. | 0.20% | Add +38.1% | 16,327 | $3.0M |
| Ridgeline Wealth, LLC | 2.43% | Reduce -31.4% | 16,326 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Reduce -12.2% | 16,256 | $3.0M |
| Flputnam Investment Management Co. | 0.05% | Reduce -0.9% | 16,222 | $3.0M |
| Novem Group | 0.38% | Add +26.4% | 16,204 | $3.0M |
| EWG Elevate Inc. | 0.90% | Add +15.2% | 16,017 | $2.9M |
| Trademark Financial Management, LLC | 1.77% | Reduce -15.2% | 15,837 | $2.9M |
| CGC Financial Services, LLC | 0.98% | Reduce -1.7% | 15,815 | $2.9M |
| Elevate Capital Advisors, LLC | 2.30% | Add +67.1% | 15,795 | $2.9M |
| NorthRock Partners, LLC | 0.07% | Add +8.4% | 15,649 | $2.9M |
| Bristlecone Advisors, LLC | 0.24% | Reduce -1.3% | 15,631 | $2.9M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +2.7% | 15,596 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Reduce -1.5% | 15,482 | $2.8M |
| Tradewinds, LLC. | 2.14% | Add +1.7% | 15,437 | $2.8M |
| Merkkuri Wealth Advisors LLC | 2.14% | Add +22.4% | 15,437 | $2.8M |
| BlackDiamond Wealth Management, LLC | 1.63% | Add +0.8% | 15,374 | $2.8M |
| 10Elms LLP | 3.12% | Reduce -16.4% | 15,399 | $2.8M |
| Greenleaf Trust | 0.02% | Reduce -8.5% | 15,228 | $2.8M |
| Silverlake Wealth Management LLC | 0.82% | Reduce -18.6% | 15,226 | $2.8M |
| EverSource Wealth Advisors, LLC | 0.13% | Add +22.0% | 15,224 | $2.8M |
| Quent Capital, LLC | 0.27% | Reduce -23.8% | 15,135 | $2.8M |
| Edge Financial Advisors LLC | 1.46% | New | 15,092 | $2.8M |
| Carr Financial Group Corp | 0.81% | Reduce -3.8% | 15,036 | $2.7M |
| Arkadios Wealth Advisors | 0.08% | Add +6.0% | 14,994 | $2.7M |
| Balance Wealth Partners LLC | 1.59% | Reduce -16.6% | 14,851 | $2.7M |
| Wesbanco Bank Inc. | 0.08% | Add +8.8% | 14,797 | $2.7M |
| Richard P Slaughter Associates Inc | 0.55% | Reduce -51.6% | 14,783 | $2.7M |
| Mission Wealth Management, LP | 0.06% | Reduce -0.2% | 14,687 | $2.7M |
| Marks Group Wealth Management, Inc | 0.25% | Add +0.9% | 14,572 | $2.7M |
| W Advisors, LLC | 1.53% | Add +4.8% | 14,555 | $2.7M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -2.9% | 14,547 | $2.7M |
| Tortoise Investment Management, LLC | 0.25% | Add +67.1% | 14,506 | $2.7M |
| M Holdings Securities, Inc. | 0.45% | New | 14,548 | $2.6M |
| Brighton Jones LLC | 0.07% | Add +20.6% | 14,482 | $2.6M |
| Elk River Wealth Management LLC | 0.45% | Reduce -3.8% | 14,450 | $2.6M |
| Alpha Zero LLC | 1.71% | Reduce -7.2% | 14,330 | $2.6M |
| Provident Investment Management, Inc. | 0.22% | Add +17.2% | 14,273 | $2.6M |
| J Hagan Capital, Inc. | 1.75% | New | 14,083 | $2.6M |
| RDA Financial Network | 0.70% | Add +4.1% | 14,200 | $2.6M |
| Institute for Wealth Management, LLC. | 0.29% | Reduce -10.9% | 14,124 | $2.6M |
| Tyche Wealth Partners LLC | 0.52% | Add +157.9% | 14,100 | $2.6M |
| Flywheel Private Wealth LLC | 2.06% | No change | 14,050 | $2.6M |
| Gryphon Financial Partners LLC | 0.33% | Add +4.1% | 13,972 | $2.6M |
| Two West Capital Advisors LLC | 1.66% | Add +18.6% | 13,566 | $2.5M |
| Thrive Wealth Management, LLC | 0.41% | Add +2.4% | 13,785 | $2.5M |
| Freestone Capital Holdings, LLC | 0.09% | Reduce -1.2% | 13,780 | $2.5M |
| Acorn Wealth Advisors, LLC | 0.94% | Reduce -4.7% | 13,755 | $2.5M |
| Private Client Services, LLC | 0.98% | Add +2.6% | 13,729 | $2.5M |
| Maripau Wealth Management LLC | 1.24% | Add +5.6% | 13,494 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.76% | No change | 13,292 | $2.4M |
| Sovereign Financial Group, Inc. | 0.50% | Add +1.6% | 13,214 | $2.4M |
| Vantage Point Financial LLC | 1.06% | Add +14.3% | 13,203 | $2.4M |
| Journey Strategic Wealth LLC | 0.08% | Add +23.6% | 13,191 | $2.4M |
| MKT Advisors LLC | 0.95% | Add +8.1% | 13,135 | $2.4M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -1.7% | 12,905 | $2.4M |
| Almanack Investment Partners, LLC. | 0.38% | Add +2.2% | 13,010 | $2.4M |
| Yukon Wealth Management, Inc. | 0.85% | Add +7.9% | 12,936 | $2.4M |
| Midwest Heritage Bank, FSB | 0.88% | Add +22.9% | 12,865 | $2.4M |
| Raleigh Capital Management Inc. | 0.94% | Add +1.6% | 12,226 | $2.2M |
| Argent Trust Co | 0.08% | Add +1.5% | 12,215 | $2.2M |
| Lion Street Advisors, LLC | 0.68% | Reduce -7.8% | 12,207 | $2.2M |
| Optivise Advisory Services LLC | 1.14% | No change | 12,206 | $2.2M |
| Sheridan Capital Management, LLC | 1.54% | Add +0.1% | 12,197 | $2.2M |
| Hicks Capital Management LLC | 3.53% | Add +1.8% | 12,189 | $2.2M |
| Tempus Wealth Planning, LLC | 0.55% | Add +19.4% | 12,119 | $2.2M |
| BigSur Wealth Management LLC | 0.55% | No change | 12,000 | $2.2M |
| Boyum Wealth Architects LLC | 1.62% | Add +0.1% | 12,000 | $2.2M |
| TFC Financial Management, Inc. | 0.30% | Add +13.3% | 11,929 | $2.2M |
| Mattson Financial Services, LLC | 0.57% | Reduce -5.5% | 11,634 | $2.1M |
| Elevated Capital Advisors, LLC | 0.60% | No change | 12,436 | $2.1M |
| Tranquility Partners, LLC | 0.76% | Add +1.7% | 11,617 | $2.1M |
| Everpar Advisors LLC | 0.96% | Add +35.7% | 11,579 | $2.1M |
| Houlihan Financial Resource Group, Ltd. | 0.88% | New | 11,535 | $2.1M |
| YHB Investment Advisors, Inc. | 0.16% | Add +45.4% | 11,372 | $2.1M |
| WealthTrak Capital Management LLC | 1.73% | Add +21.9% | 11,320 | $2.1M |
| Fort Sheridan Advisors LLC | 0.29% | Reduce -7.5% | 11,245 | $2.1M |
| ADG Wealth Management Group, LLC | 1.75% | New | 11,215 | $2.1M |
| Elios Financial Group Inc. | 0.93% | Add +8.0% | 11,185 | $2.0M |
| Midwestern Financial, LLC | 1.92% | — | 11,185 | $2.0M |
| RMR Capital Management, LLC | 1.45% | Reduce -10.7% | 11,093 | $2.0M |
| Ellis Investment Partners, LLC | 0.39% | Reduce -20.1% | 11,074 | $2.0M |
| Bestgate Wealth Advisors, LLC | 4.19% | No change | 11,843 | $2.0M |
| Paladin Wealth, LLC | 1.56% | Add +2.0% | 11,000 | $2.0M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.28% | Reduce -3.5% | 10,980 | $2.0M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -7.8% | 10,892 | $2.0M |
| Accelerate Investment Advisors LLC | 1.47% | Add +12.6% | 10,831 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.26% | Add +2.9% | 10,780 | $2.0M |
| Global Financial Private Client, LLC | 0.73% | Add +0.6% | 10,696 | $2.0M |
| PFG Investments, LLC | 0.11% | Add +4.5% | 10,688 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -83.4% | 10,662 | $1.9M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +0.7% | 10,631 | $1.9M |
| North Star Asset Management Inc. | 0.08% | No change | 10,617 | $1.9M |
| Clarendon Private LLC | 1.85% | Add +15.7% | 10,527 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -1.6% | 10,507 | $1.9M |
| Betterment LLC | 0.00% | Add +3.3% | 10,417 | $1.9M |
| Essex Financial Services, Inc. | 0.12% | Reduce -0.8% | 10,378 | $1.9M |
| LexAurum Advisors, LLC | 0.30% | Add +13.8% | 10,282 | $1.9M |
| Hobbs Group Advisors, LLC | 0.64% | Reduce -21.8% | 10,273 | $1.9M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -13.7% | 10,135 | $1.9M |
| Level Financial Advisors | 0.57% | Reduce -4.1% | 10,090 | $1.8M |
| Alta Wealth Advisors LLC | 0.87% | Reduce -2.8% | 10,087 | $1.8M |
| Keel Point, LLC | 0.12% | Add +0.0% | 10,086 | $1.8M |
| Ridgeline Wealth Planning, LLC | 1.52% | Reduce -74.7% | 10,079 | $1.8M |
| Alteri Wealth LLC | 0.71% | Add +0.8% | 10,026 | $1.8M |
| Drive Wealth Management, LLC | 0.40% | Add +69.1% | 10,024 | $1.8M |
| Flagstar Securities, Inc. | 0.51% | Reduce -27.2% | 10,021 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.62% | Add +6.1% | 10,018 | $1.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -23.1% | 10,000 | $1.8M |
| Fairvoy Private Wealth, LLC | 0.45% | Add +0.9% | 9,938 | $1.8M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +2.3% | 9,896 | $1.8M |
| Hutchens & Kramer Investment Management Group, LLC | 0.83% | Reduce -9.6% | 9,822 | $1.8M |
| Burton Enright Welch | 0.31% | New | 9,834 | $1.8M |
| Marshall & Sterling Wealth Advisors Inc. | 1.21% | Reduce -4.8% | 9,789 | $1.8M |
| Amplius Wealth Advisors, LLC | 0.17% | Add +0.4% | 9,702 | $1.8M |
| Syntax Research, Inc. | 1.25% | Add +8.5% | 9,638 | $1.8M |
| Matauro, LLC | 0.33% | Reduce -8.5% | 9,629 | $1.8M |
| Abel Hall, LLC | 0.81% | No change | 9,609 | $1.8M |
| Mattern Wealth Management LLC | 0.36% | Add +4.9% | 9,516 | $1.7M |
| Vision Capital Management, Inc. | 0.23% | Reduce -18.6% | 9,475 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.18% | Add +0.1% | 9,464 | $1.7M |
| First International Bank of Israel Ltd. | 1.02% | — | 9,443 | $1.7M |
| Talisman Wealth Advisors LLC | 1.58% | Add +6.5% | 9,435 | $1.7M |
| Diversified Enterprises, LLC | 0.13% | Reduce -1.6% | 9,431 | $1.7M |
| Brown Brothers Harriman & Co. | 0.01% | Add +429.8% | 9,394 | $1.7M |
| Resurgent Financial Advisors LLC | 0.94% | Reduce -2.1% | 9,348 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | No change | 9,334 | $1.7M |
| Richmond Investment Services, LLC | 0.36% | New | 9,265 | $1.7M |
| MSH Capital Advisors LLC | 0.49% | Add +6.2% | 9,261 | $1.7M |
| Moulton Wealth Management, Inc. | 1.28% | New | 9,126 | $1.7M |
| Marshall Financial Group, LLC | 0.33% | Reduce -11.1% | 9,110 | $1.7M |
| Lionsbridge Wealth Management LLC | 1.65% | Reduce -3.2% | 9,068 | $1.7M |
| Mainstream Capital Management LLC | 1.20% | Reduce -2.3% | 9,034 | $1.7M |
| Lifeworks Advisors, LLC | 0.25% | Add +32.2% | 9,000 | $1.6M |
| American Trust | 0.15% | Add +538.7% | 8,987 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +48.0% | 8,931 | $1.6M |
| Clear Harbor Asset Management, LLC | 0.12% | Add +6.9% | 8,908 | $1.6M |
| Semmax Financial Advisors Inc. | 0.42% | Add +10.5% | 8,686 | $1.6M |
| Arcadia Wealth Management, LLC | 0.70% | Reduce -1.9% | 8,742 | $1.6M |
| Evergreen Capital Management LLC | 0.05% | Add +7.9% | 8,701 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +34.6% | 8,652 | $1.6M |
| Retirement Planning Group, LLC / NY | 1.38% | Reduce -0.7% | 8,614 | $1.6M |
| Shore Point Advisors, LLC | 0.75% | New | 8,593 | $1.6M |
| Bailard, Inc. | 0.04% | Add +5.3% | 8,580 | $1.6M |
| JT Stratford LLC | 0.24% | Reduce -4.1% | 8,560 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 8,557 | $1.6M |
| Cooper Financial Group | 0.18% | Reduce -42.5% | 8,531 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.21% | Reduce -2.0% | 8,459 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.57% | Add +0.2% | 8,427 | $1.5M |
| Retirement Planning Group, LLC | 0.07% | Reduce -0.7% | 8,404 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.44% | Reduce -45.7% | 8,390 | $1.5M |
| B.O.S.S. Retirement Advisors, LLC | 0.38% | Add +396.5% | 8,376 | $1.5M |
| QRG Capital Management, Inc. | 0.01% | Add +1.4% | 8,371 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Reduce -87.1% | 8,363 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -32.8% | 8,338 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Add +30.7% | 8,318 | $1.5M |
| Catalina Capital Group, LLC | 1.02% | Add +2.5% | 8,291 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Add +6.2% | 8,223 | $1.5M |
| Horan Securities, Inc. | 0.53% | Add +9.1% | 8,207 | $1.5M |
| ORG Partners LLC | 0.33% | Add +293.8% | 8,152 | $1.5M |
| Haverford Financial Services, Inc. | 0.44% | No change | 8,140 | $1.5M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.1% | 8,136 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -2.8% | 8,121 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +4.0% | 8,093 | $1.5M |
| Brady Martz Wealth Solutions, LLC | 0.29% | Add +395.4% | 8,075 | $1.5M |
| DHK Financial Advisors, Inc. | 0.85% | Reduce -50.0% | 8,066 | $1.5M |
| Schrum Private Wealth Management LLC | 1.18% | Add +7.0% | 8,038 | $1.5M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 8,034 | $1.5M |
| Atlatl Advisers LLC | 0.69% | Add +1.7% | 7,997 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Add +116.2% | 8,192 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +4.0% | 7,909 | $1.4M |
| Benningfield Financial Advisors, LLC | 1.23% | Add +0.8% | 7,820 | $1.4M |
| New Republic Capital, LLC | 0.51% | Reduce -16.5% | 7,819 | $1.4M |
| GC Wealth Management RIA, LLC | 0.12% | Add +62.5% | 7,786 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.84% | — | 7,754 | $1.4M |
| World Equity Group, Inc. | 0.39% | Reduce -14.2% | 7,745 | $1.4M |
| Cozad Asset Management Inc. | 0.12% | Reduce -1.6% | 7,669 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Reduce -2.8% | 7,664 | $1.4M |
| Financial Insights, Inc. | 0.51% | Reduce -1.4% | 7,632 | $1.4M |
| Level Four Advisory Services, LLC | 0.05% | Add +105.0% | 7,607 | $1.4M |
| Soltis Investment Advisors LLC | 0.11% | Add +1.4% | 7,582 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.32% | Reduce -4.2% | 7,573 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.18% | Add +5.5% | 7,520 | $1.4M |
| MBE Wealth Management, LLC | 0.60% | Reduce -0.3% | 7,506 | $1.4M |
| Allen Capital Group, LLC | 0.14% | Reduce -0.6% | 7,504 | $1.4M |
| CPC Advisors, LLC | 0.17% | Reduce -4.6% | 7,389 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -14.2% | 7,369 | $1.3M |
| Fortress Private Ledger, LLC | 0.61% | Add +6.2% | 7,341 | $1.3M |
| Retireful, LLC | 0.92% | New | 7,315 | $1.3M |
| StoneX Group Inc. | 0.06% | Reduce -29.5% | 7,236 | $1.3M |
| First Financial Bank - Trust Division | 0.12% | Reduce -2.5% | 7,227 | $1.3M |
| Brandywine Oak Private Wealth LLC | 0.12% | Reduce -5.6% | 7,142 | $1.3M |
| Tranquilli Financial Advisor LLC | 0.81% | New | 7,129 | $1.3M |
| Sound Income Strategies, LLC | 0.07% | Add +18.4% | 7,125 | $1.3M |
| GWN Securities Inc. | 0.24% | Reduce -57.7% | 7,079 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Reduce -4.2% | 7,074 | $1.3M |
| FLP Wealth Management, LLC | 3.61% | Add +0.1% | 7,029 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -13.6% | 7,028 | $1.3M |
| WT Wealth Management | 0.38% | Reduce -7.2% | 6,962 | $1.3M |
| Midwest Trust Co | 0.02% | — | 6,941 | $1.3M |
| Opulen Financial Group LLC | 1.04% | Add +3.6% | 6,922 | $1.3M |
| Ardent Capital Management, Inc. | 0.60% | No change | 6,874 | $1.3M |
| Latitude Advisors, LLC | 0.63% | Reduce -25.4% | 6,867 | $1.3M |
| Raab & Moskowitz Asset Management LLC | 0.30% | Add +19.6% | 6,854 | $1.3M |
| Nikulski Financial, Inc. | 0.34% | Add +0.0% | 6,850 | $1.3M |
| Silver Oak Securities, Incorporated | 0.10% | Add +4.8% | 6,837 | $1.2M |
| Quadcap Wealth Management, LLC | 0.16% | Add +311.2% | 6,748 | $1.2M |
| Riverchase Wealth Management, LLC | 0.78% | Reduce -3.9% | 6,718 | $1.2M |
| LGT Financial Advisors LLC | 3.12% | Add +12.3% | 6,717 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -0.1% | 6,701 | $1.2M |
| Transce3nd, LLC | 0.52% | Reduce -18.6% | 6,698 | $1.2M |
| MN Wealth Advisors, LLC | 0.71% | Add +135.1% | 6,679 | $1.2M |
| Investors Research Corp | 0.24% | Add +11.1% | 6,660 | $1.2M |
| Semus Wealth Partners LLC | 0.79% | Add +3.0% | 6,657 | $1.2M |
| Bernardo Wealth Planning LLC | 0.26% | Add +5.8% | 6,609 | $1.2M |
| Lake Street Private Wealth, LLC | 0.17% | Add +0.5% | 6,599 | $1.2M |
| Glen Eagle Advisors, LLC | 0.19% | Add +3.0% | 6,590 | $1.2M |
| Ehrlich Financial Group | 0.78% | Reduce -5.4% | 6,567 | $1.2M |
| Waypoint Wealth Partners Inc. | 0.29% | Reduce -4.9% | 6,566 | $1.2M |
| Saiph Capital, LLC | 0.47% | No change | 6,557 | $1.2M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -0.0% | 6,505 | $1.2M |
| Financial Gravity Companies, Inc. | 0.23% | — | 6,332 | $1.2M |
| Gotham Asset Management | 0.01% | New | 6,332 | $1.2M |
| Main Street Financial Solutions, LLC | 0.08% | New | 6,330 | $1.2M |
| Herold Advisors, Inc. | 0.24% | Add +3.7% | 6,328 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +0.1% | 6,297 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.55% | Reduce -7.1% | 6,271 | $1.1M |
| Meridian Investment Counsel Inc. | 0.31% | No change | 6,234 | $1.1M |
| G&S Capital LLC | 0.45% | Add +0.1% | 6,227 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Reduce -8.2% | 6,216 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.25% | Add +10.2% | 6,214 | $1.1M |
| Florida Financial Advisors, LLC | 0.27% | Add +150.1% | 6,189 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +13080.9% | 2,481,960 | $1.1M |
| LPWM LLC | 0.33% | Reduce -0.0% | 6,142 | $1.1M |
| Fiduciary Trust Co | 0.01% | Add +12.7% | 6,142 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -0.7% | 6,132 | $1.1M |
| Empire Life Investments Inc. | 0.07% | Add +2.6% | 6,100 | $1.1M |
| Alpha Financial Partners LLC | 0.80% | Add +6.0% | 6,082 | $1.1M |
| Brass Tax Wealth Management, Inc. | 0.21% | Add +0.2% | 6,080 | $1.1M |
| Cloverfields Capital Group, LP | 0.33% | Add +12.5% | 6,078 | $1.1M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -7.4% | 6,077 | $1.1M |
| L & S Advisors Inc | 0.13% | Add +5.3% | 6,076 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -20.3% | 6,061 | $1.1M |
| Allegheny Financial Group | 0.25% | Add +5.9% | 6,051 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +33.8% | 6,049 | $1.1M |
| Empirical Asset Management, LLC | 0.34% | Add +7.7% | 6,046 | $1.1M |
| Seneschal Advisors, LLC | 0.87% | Add +5.4% | 6,036 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +16.4% | 6,034 | $1.1M |
| Accredited Investor Services, LLC | 0.83% | Add +50.4% | 6,029 | $1.1M |
| Visionary Wealth Advisors | 0.06% | Reduce -5.3% | 6,020 | $1.1M |
| Ipsen Advisor Group LLC | 0.84% | Add +0.3% | 6,019 | $1.1M |
| Itau Unibanco Holding S.A. | 0.04% | Add +4.8% | 6,014 | $1.1M |
| YANKCOM Partnership | 0.54% | No change | 6,000 | $1.1M |
| Stephens Consulting, LLC | 0.26% | Reduce -1.4% | 5,960 | $1.1M |
| Dentgroup LLC | 0.76% | Reduce -18.1% | 5,957 | $1.1M |
| Pines Wealth Management, LLC | 0.38% | Add +3.6% | 5,858 | $1.1M |
| Cowa, LLC | 0.41% | New | 5,832 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +4.0% | 5,832 | $1.1M |
| FWG Investments, LLC. | 0.80% | New | 5,780 | $1.1M |
| Ergawealth Advisors, Inc. | 0.47% | Reduce -5.3% | 5,711 | $1.0M |
| Diversified Trust Co. | 0.02% | Add +39.2% | 5,699 | $1.0M |
| Cahaba Wealth Management, Inc. | 0.08% | Reduce -2.0% | 5,686 | $1.0M |
| Consolidated Portfolio Review Corp | 0.14% | Add +100.6% | 5,673 | $1.0M |
| GK Wealth Management LLC | 1.03% | Reduce -3.2% | 5,660 | $1.0M |
| Arax Advisory Partners | 0.05% | Add +38.6% | 5,648 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.6% | 5,647 | $1.0M |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +37.3% | 5,644 | $1.0M |
| Bessemer Group Inc. | 0.00% | Reduce -76.4% | 5,629 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.3% | 5,599 | $1.0M |
| Meridian Financial Partners LLC | 0.48% | Add +2.1% | 5,543 | $1.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.1% | 5,531 | $1.0M |
| MFA Wealth Services | 0.76% | Add +16.5% | 5,508 | $1.0M |
| Glenview Trust Co | 0.02% | Reduce -1.8% | 5,508 | $1.0M |
| Violich Capital Management, Inc. | 0.14% | Reduce -0.7% | 5,500 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +1203.3% | 5,500 | $1.0M |
| Milestone Asset Management, LLC | 0.21% | New | 5,485 | $1.0M |
| Abundance Wealth Counselors | 0.19% | No change | 6,051 | $999K |
| Investment Advisory Group, LLC | 0.30% | Add +0.0% | 5,392 | $986K |
| Coordinated Financial Services, Inc. | 0.69% | — | 5,359 | $980K |
| Wise Wealth Partners | 1.63% | Reduce -67.6% | 5,332 | $975K |
| Kellett Wealth Advisors, LLC | 0.64% | Add +6.7% | 5,329 | $974K |
| Evolution Wealth Management Inc. | 1.19% | — | 5,298 | $969K |
| PUREfi Wealth, LLC | 0.77% | Add +10.7% | 5,295 | $968K |
| Mosaic Family Wealth Partners, LLC | 0.12% | Reduce -11.6% | 5,268 | $963K |
| VestGen Investment Management | 0.69% | Reduce -42.4% | 5,253 | $960K |
| Trust Co. of Toledo NA | 0.11% | New | 5,248 | $959K |
| Aprio Wealth Management, LLC | 0.11% | Reduce -11.7% | 5,227 | $956K |
| OneAscent Family Office, LLC | 0.90% | Reduce -2.4% | 5,195 | $950K |
| Wolff Financial Management LLC | 0.25% | Add +0.1% | 5,193 | $949K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 5,143 | $940K |
| HB Wealth Management, LLC | 0.01% | Reduce -79.1% | 5,105 | $933K |
| First American Bank | 0.06% | No change | 5,069 | $927K |
| Pasadena Private Wealth, LLC | 0.16% | Reduce -2.5% | 5,043 | $922K |
| Altus Wealth Group LLC | 0.41% | Add +3.1% | 5,040 | $921K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -1.1% | 5,032 | $920K |
| RHS Financial, LLC | 0.52% | Reduce -56.9% | 4,999 | $914K |
| FLC Capital Advisors | 0.19% | No change | 4,977 | $910K |
| Kintra Wealth, LLC | 0.55% | Add +8.8% | 4,957 | $906K |
| FRG Family Wealth Advisors LLC | 0.16% | Reduce -3.6% | 4,945 | $904K |
| Continuum Advisory, LLC | 0.11% | Reduce -28.6% | 4,913 | $898K |
| Kelly Financial Group LLC | 0.26% | Add +0.1% | 4,912 | $898K |
| Strait & Sound Wealth Management LLC | 0.38% | Add +15.8% | 4,875 | $891K |
| InTrack Investment Management Inc | 0.59% | New | 4,820 | $881K |
| WASHINGTON TRUST Co | 0.03% | No change | 4,815 | $880K |
| Mattern Capital Management, LLC | 0.10% | Reduce -14.5% | 4,774 | $873K |
| Rainier Family Wealth Inc. | 0.87% | Add +12.9% | 4,770 | $872K |
| Squarepoint Ops LLC | 0.00% | Add +25.2% | 4,750 | $868K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -12.7% | 4,738 | $866K |
| Americana Partners, LLC | 0.03% | New | 4,735 | $866K |
| Etesian Wealth Advisors, Inc. | 0.32% | Add +9.9% | 4,648 | $850K |
| Ibex Wealth Advisors | 0.09% | New | 4,640 | $848K |
| Sonoma Private Wealth LLC | 1.04% | Reduce -0.2% | 4,635 | $847K |
| GatePass Capital, LLC | 0.57% | Add +51.2% | 4,619 | $844K |
| Lebenthal Global Advisors, LLC | 0.16% | Reduce -0.1% | 4,606 | $842K |
| Beck Capital Management, LLC | 0.21% | Reduce -0.2% | 4,598 | $841K |
| Destiny Wealth Partners, LLC | 0.11% | Reduce -4.6% | 4,565 | $835K |
| Empower Advisory Group, LLC | 0.00% | Add +82.9% | 4,548 | $831K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.7% | 4,515 | $825K |
| Novus Advisors, LLC | 1.25% | Reduce -8.6% | 4,497 | $822K |
| Fulcrum Equity Management | 0.84% | Add +4.6% | 4,462 | $816K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.0% | 4,437 | $811K |
| Trace Wealth Advisors, LLC | 0.66% | No change | 4,434 | $811K |
| Raub Brock Capital Management LP | 0.18% | New | 4,414 | $807K |
| Goelzer Investment Management, Inc. | 0.04% | Add +4.5% | 4,381 | $801K |
| D'Orazio & Associates, Inc. | 0.11% | Add +18.5% | 4,329 | $791K |
| International Assets Investment Management, LLC | 0.06% | Add +17.4% | 4,307 | $787K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +37.6% | 4,279 | $782K |
| Strategic Financial Concepts, LLC | 0.11% | Add +5.6% | 4,348 | $777K |
| Belpointe Asset Management LLC | 0.03% | Add +3.5% | 4,230 | $773K |
| Paulson Wealth Management Inc. | 0.20% | No change | 4,222 | $772K |
| Compagnie Lombard Odier SCmA | 0.01% | New | 4,220 | $772K |
| Wealthfront Advisers LLC | 0.00% | Add +11.0% | 4,174 | $763K |
| Fisher Asset Management | 0.00% | Reduce -18.1% | 4,115 | $752K |
| Gilliland Jeter Wealth Management LLC | 0.24% | Add +13.1% | 4,108 | $751K |
| Busey Bank | 0.02% | Add +15.9% | 4,088 | $747K |
| Capital Investment Counsel, LLC | 0.12% | New | 4,082 | $746K |
| Maridea Wealth Management LLC | 0.19% | Add +50.8% | 4,076 | $745K |
| Legacy Trust | 0.18% | Add +37.0% | 4,073 | $745K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -30.2% | 4,057 | $742K |
| Cherry Tree Wealth Management, LLC | 0.17% | Add +5.3% | 4,045 | $740K |
| FineMark National Bank & Trust | 0.03% | No change | 4,043 | $739K |
| Inspire Advisors, LLC | 0.08% | Add +13.0% | 4,016 | $734K |
| New England Professional Planning Group Inc. | 0.33% | Add +0.1% | 4,015 | $734K |
| Pinnacle Family Advisors, LLC | 0.35% | Add +0.2% | 3,927 | $718K |
| Vanguard Group Inc. | 0.00% | Add +8.1% | 3,923 | $717K |
| Wilkins Miller Wealth Management, LLC | 0.49% | New | 3,921 | $717K |
| Advisory Alpha, LLC | 0.02% | Reduce -3.4% | 3,894 | $712K |
| Family Wealth Partners, LLC | 0.28% | New | 3,889 | $711K |
| HCR Wealth Advisors | 0.08% | Reduce -4.1% | 3,888 | $711K |
| True North Advisors, LLC | 0.14% | Reduce -18.1% | 3,886 | $710K |
| Fulton Bank, N.A. | 0.03% | Add +60.8% | 3,860 | $706K |
| Fortis Advisors, LLC | 0.45% | Reduce -8.2% | 3,851 | $704K |
| Octavia Wealth Advisors, LLC | 0.08% | Add +5.8% | 3,844 | $703K |
| Ballentine Partners, LLC | 0.01% | No change | 3,841 | $702K |
| NCM Capital Management, LLC | 0.29% | No change | 3,839 | $702K |
| 4J Wealth Management LLC | 0.47% | Reduce -1.3% | 3,807 | $696K |
| Prudential PLC | 0.00% | Reduce -54.4% | 3,776 | $690K |
| Commerce Bank | 0.00% | Reduce -6.8% | 3,759 | $687K |
| Genesis Wealth Advisors, LLC | 0.52% | Reduce -14.7% | 3,758 | $687K |
| Allie Family Office LLC | 0.34% | No change | 3,757 | $687K |
| Susquehanna International Group, LLP | 0.00% | Reduce -98.5% | 3,752 | $686K |
| Cary Street Partners Investment Advisory LLC | 0.33% | Add +3.9% | 3,730 | $682K |
| Capital Advisors Inc. | 0.01% | New | 3,698 | $676K |
| Firestone Capital Management | 0.16% | Add +0.2% | 3,689 | $674K |
| Moss Adams Wealth Advisors LLC | 0.06% | No change | 3,687 | $674K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -80.0% | 3,652 | $668K |
| Insigneo Advisory Services, LLC | 0.06% | Add +142.4% | 3,627 | $663K |
| Oxford Financial Group, LTD. LLC | 0.04% | Add +0.1% | 3,627 | $663K |
| Axim Planning & Wealth | 0.60% | New | 3,614 | $661K |
| Viawealth, LLC | 0.39% | Reduce -13.1% | 3,594 | $657K |
| Embree Financial Group | 0.10% | New | 3,587 | $656K |
| Northside Capital Management, LLC | 0.05% | No change | 3,582 | $655K |
| Euro Pacific Asset Management, LLC | 0.11% | New | 3,569 | $652K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.1% | 3,566 | $652K |
| MBL Wealth, LLC | 0.06% | Reduce -1.5% | 3,565 | $652K |
| Warren Street Wealth Advisors, LLC | 0.22% | No change | 3,565 | $652K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.25% | No change | 3,541 | $649K |
| Maple Capital Management, Inc. | 0.04% | Reduce -9.2% | 3,543 | $648K |
| Claris Financial LLC | 0.48% | Reduce -48.6% | 3,514 | $642K |
| TFR Capital, LLC. | 0.23% | No change | 3,477 | $636K |
| Boston Trust Walden Corp | 0.00% | No change | 3,465 | $633K |
| Painted Porch Advisors LLC | 0.26% | Reduce -12.3% | 3,433 | $628K |
| Gibbs Wealth Management | 0.12% | Reduce -23.2% | 3,428 | $627K |
| Fortress Financial Group, LLC | 0.53% | Add +84.9% | 3,415 | $624K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $622K |
| Advyzon Investment Management, LLC | 0.14% | Add +101.3% | 3,388 | $619K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -4.9% | 3,383 | $618K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +13.5% | 3,377 | $617K |
| White Lighthouse Investment Management Inc. | 0.10% | Add +1.6% | 3,362 | $615K |
| Palisade Asset Management, LLC | 0.06% | No change | 3,358 | $614K |
| Fiduciary Alliance LLC | 0.05% | Add +6.0% | 3,345 | $612K |
| Integral Investment Advisors, Inc. | 0.17% | No change | 3,329 | $609K |
| Oliver Lagore Vanvalin Investment Group | 0.24% | — | 3,536 | $604K |
| Ledyard National Bank | 0.06% | Reduce -2.9% | 3,297 | $603K |
| Vermillion & White Wealth Management Group, LLC | 0.39% | Reduce -55.9% | 3,275 | $599K |
| Procyon Advisors, LLC | 0.06% | Reduce -28.7% | 3,243 | $593K |
| Sachetta, LLC | 0.23% | Add +0.1% | 3,209 | $587K |
| Parkwoods Wealth Partners, LLC | 0.34% | Reduce -16.6% | 3,205 | $586K |
| PKS Advisory Services, LLC | 0.14% | Add +4.8% | 3,195 | $584K |
| LifeGoal Investments, LLC | 0.55% | Add +22.1% | 3,190 | $583K |
| Uptick Partners, LLC | 0.17% | Add +71.4% | 3,176 | $581K |
| Harbor Investment Advisory, LLC | 0.05% | Add +20.4% | 3,130 | $572K |
| Quantum Portfolio Management LLC | 0.27% | Reduce -33.4% | 3,114 | $569K |
| OneAscent Financial Services LLC | 0.04% | Reduce -14.9% | 3,106 | $569K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $567K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | New | 3,097 | $566K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +51.0% | 3,096 | $566K |
| Davidson Trust Co. | 0.26% | Add +11.5% | 3,086 | $564K |
| Donaldson Capital Management, LLC | 0.02% | No change | 3,081 | $563K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -1.6% | 3,079 | $563K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Reduce -1.8% | 3,067 | $561K |
| TruNorth Capital Management, LLC | 0.12% | Reduce -0.4% | 3,063 | $560K |
| Calamos Wealth Management LLC | 0.02% | Add +9.5% | 3,046 | $557K |
| Asset Allocation Strategies LLC | 0.12% | Add +0.1% | 3,045 | $557K |
| McAdam, LLC | 0.03% | Reduce -5.6% | 3,033 | $555K |
| Crewe Advisors LLC | 0.08% | Add +90.7% | 3,028 | $554K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -64.8% | 3,048 | $553K |
| Elevate Wealth Advisory, Inc. | 0.39% | Add +3.1% | 3,018 | $552K |
| Rockbridge Investment Management, LCC | 0.06% | No change | 3,014 | $551K |
| Farnam Financial LLC | 0.49% | No change | 3,006 | $550K |
| International Private Wealth Advisors LLC | 0.47% | Add +0.3% | 3,003 | $549K |
| Clarity Capital Partners LLC | 0.20% | Reduce -58.9% | 2,995 | $548K |
| Oregon Pacific Wealth Management, LLC | 0.52% | Add +99.0% | 2,989 | $546K |
| Rehmann Capital Advisory Group | 0.03% | Add +34.7% | 2,987 | $546K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -1.5% | 2,985 | $546K |
| First National Trust Co | 0.02% | No change | 2,968 | $543K |
| Compass Wealth Management, LLC | 0.29% | — | 2,967 | $542K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 2,957 | $541K |
| Sweeney & Michel, LLC | 0.19% | Add +18.0% | 2,934 | $539K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,942 | $538K |
| Wedmont Private Capital | 0.02% | New | 2,863 | $529K |
| Yarger Wealth Strategies, LLC | 0.28% | Add +0.2% | 2,886 | $528K |
| First Financial Group Corp | 0.51% | Reduce -3.4% | 2,836 | $519K |
| Atlas Brown,Inc. | 0.17% | Reduce -2.9% | 2,832 | $518K |
| Avior Wealth Management, LLC | 0.02% | Add +6.0% | 2,830 | $517K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -0.2% | 2,826 | $517K |
| Rathbones Group PLC | 0.00% | Reduce -41.3% | 2,816 | $515K |
| Jackson, Grant Investment Advisers, Inc. | 0.19% | Add +0.4% | 2,800 | $512K |
| Evoke Wealth, LLC | 0.01% | Reduce -2.7% | 2,774 | $507K |
| Johnson Financial Group, LLC | 0.05% | Reduce -33.3% | 2,771 | $507K |
| Tritonpoint Wealth, LLC | 0.05% | Add +0.4% | 2,762 | $505K |
| Jane Street Group, LLC | 0.00% | Reduce -95.5% | 2,751 | $503K |
| Integrity Financial Corp | 0.26% | Add +115.0% | 2,741 | $501K |
| LS Investment Advisors, LLC | 0.07% | Add +13.7% | 2,735 | $500K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -22.2% | 2,701 | $494K |
| Heritage Family Offices, LLP | 0.25% | No change | 2,901 | $492K |
| TCFG Wealth Management, LLC | 0.22% | Add +21.4% | 2,675 | $489K |
| SYM FINANCIAL Corp | 0.05% | No change | 2,672 | $488K |
| Curi Capital, LLC | 0.01% | Add +39.9% | 2,664 | $487K |
| Waddell & Associates, LLC | 0.05% | Reduce -11.3% | 2,644 | $483K |
| BBR Partners, LLC | 0.03% | No change | 2,642 | $483K |
| IPG Investment Advisors LLC | 0.09% | Reduce -11.8% | 2,641 | $483K |
| Wellment Financial | 0.62% | Reduce -7.2% | 2,629 | $481K |
| NWF Advisory Services Inc. | 0.06% | Add +7.1% | 2,620 | $479K |
| Citizens National Bank Trust Department | 0.10% | No change | 2,606 | $476K |
| Lansing Street Advisors | 0.14% | Add +0.2% | 2,600 | $475K |
| Trust Co. of Vermont | 0.02% | Add +6.1% | 2,597 | $475K |
| HORAN Wealth, LLC | 0.14% | — | 2,592 | $474K |
| Quartz Partners, LLC | 0.22% | Reduce -0.5% | 2,585 | $473K |
| Fort Point Capital Partners LLC | 0.05% | No change | 2,580 | $472K |
| Zions Bancorporation, National Association | 0.03% | No change | 2,578 | $471K |
| Monograph Wealth Advisors, LLC | 0.06% | Reduce -65.8% | 2,570 | $470K |
| Harbor Asset Planning, Inc. | 0.45% | — | 2,569 | $470K |
| Capital Insight Partners, LLC | 0.08% | Reduce -8.4% | 2,561 | $468K |
| Larson Financial Group LLC | 0.02% | Reduce -18.9% | 2,553 | $467K |
| San Luis Wealth Advisors LLC | 0.10% | Add +0.2% | 2,548 | $466K |
| Manning & Napier Advisors LLC | 0.01% | Add +7.7% | 2,532 | $463K |
| Riverbend Wealth Management, LLC | 0.35% | Add +1.7% | 2,518 | $460K |
| Cape Investment Advisory, Inc. | 0.17% | Add +2.3% | 2,517 | $460K |
| Disciplined Investments, LLC | 0.19% | Add +15.0% | 2,503 | $458K |
| Kennedy Investment Group, Inc. | 0.19% | New | 2,502 | $457K |
| Leo Wealth, LLC | 0.04% | New | 2,490 | $455K |
| Veracity Capital LLC | 0.16% | Add +14.1% | 2,478 | $453K |
| Investment Planning Advisors, Inc. | 0.16% | Reduce -35.5% | 2,478 | $453K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +8.4% | 2,475 | $452K |
| Citizens Financial Group Inc. | 0.01% | Add +12.4% | 2,465 | $451K |
| L. Roy Papp & Associates, LLP | 0.05% | Add +2.5% | 2,461 | $450K |
| Winebrenner Capital Management LLC | 0.36% | Add +6.0% | 2,446 | $447K |
| Asset Dedication, LLC | 0.03% | Add +3.7% | 2,442 | $446K |
| JDM Financial Group LLC | 0.21% | Reduce -14.9% | 2,441 | $446K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +0.7% | 2,438 | $446K |
| LongView Wealth Management | 0.13% | Add +25.1% | 2,434 | $445K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +3.3% | 2,427 | $444K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,426 | $444K |
| CapWealth Advisors, LLC | 0.04% | Add +6.5% | 2,418 | $442K |
| Darden Wealth Group Inc | 0.27% | No change | 2,417 | $442K |
| Oxinas Partners, LLC | 0.23% | Add +56.5% | 2,414 | $441K |
| Fermata Advisors, LLC | 0.12% | Reduce -9.3% | 2,389 | $437K |
| AdvisorNet Financial, Inc | 0.03% | Add +9.5% | 2,386 | $436K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -5.2% | 2,377 | $435K |
| Financial Sense Advisors, Inc. | 0.11% | Reduce -24.6% | 2,375 | $434K |
| Gemmer Asset Management LLC | 0.04% | No change | 2,360 | $431K |
| Kaufman Rossin Wealth, LLC | 0.27% | New | 2,357 | $431K |
| Fortune Financial Advisors, LLC | 0.35% | Add +0.0% | 2,347 | $429K |
| Victory Financial Group, LLC | 0.07% | Reduce -4.8% | 2,346 | $429K |
| Madison Asset Management, LLC | 0.00% | Reduce -9.8% | 2,309 | $422K |
| Independence Bank of Kentucky | 0.06% | Reduce -2.5% | 2,307 | $422K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,293 | $419K |
| Karpus Management, Inc. | 0.01% | Reduce -5.8% | 2,285 | $418K |
| Lodestone Wealth Management LLC | 0.20% | Reduce -4.6% | 2,283 | $417K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -14.2% | 2,263 | $415K |
| Jackson Thornton Wealth Management, LLC | 0.05% | No change | 2,251 | $414K |
| Becker Capital Management Inc. | 0.01% | Add +73.0% | 2,257 | $413K |
| Sensible Money, LLC | 0.16% | No change | 2,244 | $410K |
| Key Financial Inc | 0.08% | Add +0.9% | 2,242 | $410K |
| Stage Harbor Financial, LLC | 0.33% | Reduce -6.1% | 2,235 | $409K |
| Exchange Bank | 0.32% | No change | 2,231 | $408K |
| Zhang Financial LLC | 0.02% | Add +6.0% | 2,230 | $408K |
| Lockerman Financial Group, Inc. | 0.55% | Add +18.8% | 2,218 | $406K |
| Guerra Pan Advisors, LLC | 0.27% | No change | 2,203 | $403K |
| Arlington Trust Co LLC | 0.08% | No change | 2,195 | $401K |
| Sightline Wealth Advisors, LLC | 0.19% | Reduce -20.4% | 2,194 | $401K |
| Catalyst Financial Partners LLC | 0.04% | Add +16.0% | 2,188 | $400K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +2.9% | 2,179 | $398K |
| Advance Capital Management, Inc. | 0.02% | No change | 2,169 | $397K |
| Philadelphia Trust Co. | 0.03% | No change | 2,156 | $394K |
| JGP Wealth Management, LLC | 0.05% | No change | 2,151 | $393K |
| Wealth Management Associates, Inc. | 0.15% | No change | 2,145 | $392K |
| Channel Wealth LLC | 0.11% | Add +11.2% | 2,134 | $390K |
| Westside Investment Management, Inc. | 0.07% | Add +324.6% | 2,119 | $388K |
| CPA Asset Management Group, LLC | 0.16% | Add +1.9% | 2,119 | $387K |
| Klingman & Associates, LLC | 0.02% | No change | 2,114 | $386K |
| Argentarii, LLC | 0.18% | No change | 2,113 | $386K |
| Ascent Wealth Partners, LLC | 0.05% | Reduce -14.1% | 2,106 | $385K |
| Aspiriant, LLC | 0.01% | Reduce -2.0% | 2,101 | $384K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Add +2.6% | 2,095 | $383K |
| Advisor OS, LLC | 0.04% | Reduce -21.7% | 2,067 | $378K |
| NFSG Corp | 0.06% | Add +542.2% | 2,055 | $376K |
| Ritholtz Wealth Management | 0.01% | Add +12.6% | 2,044 | $374K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 2,029 | $371K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -3.7% | 2,018 | $369K |
| Waterway Wealth Management, LLC | 0.11% | Reduce -23.4% | 2,011 | $368K |
| Provident Wealth Management, LLC | 0.12% | Reduce -0.1% | 2,011 | $368K |
| Corundum Group, Inc. | 0.16% | No change | 1,994 | $365K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $361K |
| Apex Wealth Management, LLC | 0.29% | Reduce -86.4% | 1,964 | $359K |
| American National Bank & Trust | 0.04% | No change | 1,960 | $358K |
| Mosaic Financial Group, LLC | 0.27% | No change | 1,958 | $358K |
| CWS Financial Advisors, LLC | 0.10% | No change | 1,920 | $351K |
| Cibc World Market Inc. | 0.00% | Reduce -12.7% | 1,920 | $351K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,911 | $349K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.9% | 1,909 | $349K |
| Joel Isaacson & Co., LLC | 0.01% | Add +12.8% | 1,904 | $348K |
| HBW Advisory Services LLC | 0.04% | Add +0.4% | 1,903 | $348K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -94.7% | 1,898 | $347K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.1% | 1,873 | $342K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.2% | 1,872 | $342K |
| Confluence Wealth Services, Inc. | 0.02% | Add +20.0% | 1,870 | $342K |
| Acima Private Wealth, LLC | 0.12% | No change | 1,867 | $341K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -46.2% | 1,864 | $341K |
| FSC Wealth Advisors, LLC | 0.21% | New | 1,849 | $338K |
| Envision Financial Planning, LLC | 0.16% | New | 1,844 | $337K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +0.9% | 1,839 | $336K |
| BCS Wealth Management | 0.07% | No change | 1,826 | $334K |
| Clear Investment Research, LLC | 0.42% | Add +0.8% | 1,819 | $333K |
| Frederick Financial Consultants, LLC | 0.21% | Add +6.9% | 1,819 | $333K |
| Sterling Financial Planning, Inc. | 0.11% | Add +0.1% | 1,818 | $332K |
| Cardinal Point Capital Management ULC | 0.03% | No change | 1,813 | $332K |
| Sharp Wealth Advisory, LLC | 0.21% | Add +2.2% | 1,812 | $331K |
| Kendall Capital Management | 0.09% | No change | 1,800 | $329K |
| Western Financial Corp | 0.18% | Add +1.9% | 1,796 | $328K |
| Cadence Bank | 0.02% | Add +11.2% | 1,795 | $328K |
| Clarity Financial LLC | 0.04% | Reduce -62.9% | 1,788 | $327K |
| Prosperity Planning, Inc. | 0.13% | Add +1.1% | 1,781 | $326K |
| Principle Wealth Partners LLC | 0.02% | Reduce -0.5% | 1,780 | $325K |
| Avion Wealth | 0.07% | No change | 1,774 | $324K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +38.1% | 1,762 | $322K |
| CogentBlue Wealth Advisors, LLC | 0.25% | New | 1,755 | $321K |
| Blue Zone Wealth Advisors, LLC | 0.08% | Reduce -7.1% | 1,750 | $320K |
| Indie Asset Partners, LLC | 0.58% | New | 1,745 | $319K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | Reduce -13.0% | 1,737 | $318K |
| Naples Global Advisors, LLC | 0.03% | No change | 1,735 | $317K |
| Timonier Family Office, LTD. | 0.12% | New | 1,733 | $317K |
| Atticus Wealth Management, LLC | 0.09% | Add +6.8% | 1,731 | $316K |
| LVW Advisors, LLC | 0.04% | Reduce -7.5% | 1,730 | $316K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,724 | $316K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | New | 1,728 | $316K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +7.2% | 1,727 | $316K |
| Smithfield Trust Co | 0.01% | Add +5.5% | 1,720 | $315K |
| Fund Evaluation Group, LLC | 0.01% | New | 1,714 | $313K |
| Montag A & Associates Inc. | 0.02% | Reduce -11.8% | 1,708 | $312K |
| Hobart Private Capital, LLC | 0.07% | Reduce -14.5% | 1,706 | $312K |
| Solstein Capital, LLC | 0.16% | No change | 1,702 | $311K |
| Opes Wealth Management LLC | 0.06% | Reduce -1.6% | 1,700 | $311K |
| Forefront Wealth Partners, LLC | 0.21% | Add +12.9% | 1,725 | $308K |
| TKG Advisors, LLC | 0.14% | Reduce -0.8% | 1,669 | $305K |
| GAMMA Investing LLC | 0.02% | No change | 1,658 | $303K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Reduce -45.8% | 1,655 | $303K |
| National Philanthropic Trust | 0.00% | New | 1,645 | $301K |
| RPS Advisory Solutions LLC | 0.16% | Add +2.0% | 1,644 | $301K |
| Wealthquest Corp | 0.02% | Reduce -3.6% | 1,642 | $300K |
| Post Resch Tallon Group Inc. | 0.29% | Reduce -13.3% | 1,633 | $299K |
| Clearstead Trust, LLC | 0.06% | New | 1,622 | $297K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -1.0% | 1,621 | $296K |
| SIMA Wealth Partners, LLC | 0.24% | No change | 1,617 | $296K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +0.2% | 1,616 | $295K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -10.0% | 1,601 | $293K |
| Integrity Wealth Solutions LLC | 0.14% | Add +7.2% | 1,599 | $292K |
| Koshinski Asset Management, Inc. | 0.02% | Add +10.7% | 1,597 | $292K |
| Orion Capital Management LLC | 0.11% | No change | 1,597 | $292K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +44.5% | 1,597 | $292K |
| Mosaic Advisors LLC | 0.43% | Reduce -50.4% | 1,595 | $292K |
| Diversified Portfolios, Inc. | 0.03% | New | 1,588 | $290K |
| Beacon Wealthcare LLC | 0.11% | No change | 1,581 | $289K |
| MJP Associates Inc. | 0.04% | Reduce -40.3% | 1,577 | $288K |
| Atlas Private Wealth Advisors | 0.04% | Add +1.9% | 1,570 | $287K |
| Milestone Asset Management Group, LLC | 0.21% | New | 1,557 | $285K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -6.3% | 1,553 | $284K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $284K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.3% | 1,547 | $283K |
| Colonial Trust Advisors | 0.02% | No change | 1,540 | $282K |
| Archford Capital Strategies, LLC | 0.04% | No change | 1,532 | $280K |
| Chancellor Financial Group WB LP | 0.22% | Reduce -1.0% | 1,514 | $277K |
| Black Diamond Financial, LLC | 0.04% | Add +3.4% | 1,510 | $276K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -2.6% | 1,505 | $275K |
| Sterling Investment Counsel, LLC | 0.16% | Add +1.8% | 1,501 | $274K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,500 | $274K |
| LifeWealth Investments, LLC | 0.10% | Add +18.8% | 1,488 | $272K |
| Element Wealth, LLC | 0.13% | Add +17.4% | 1,487 | $272K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 1,485 | $271K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -8.1% | 1,467 | $271K |
| Professional Financial Advisors, LLC | 0.06% | Add +8.0% | 1,481 | $271K |
| CVFG LLC | 0.21% | Add +1.0% | 1,477 | $270K |
| NBT Bank, N.A. | 0.02% | No change | 1,471 | $269K |
| Certuity, LLC | 0.03% | New | 1,470 | $269K |
| Sanchez Wealth Management Group | 0.06% | Reduce -23.9% | 1,467 | $268K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $267K |
| Leading Edge Financial Planning LLC | 0.07% | Add +9.0% | 1,460 | $267K |
| IFC Advisors LLC | 0.05% | New | 1,450 | $265K |
| MBA Advisors LLC | 0.12% | New | 1,446 | $264K |
| Essex Bank | 0.06% | No change | 1,441 | $263K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -30.4% | 1,437 | $263K |
| Creekside Partners | 0.12% | No change | 1,426 | $261K |
| Shira Ridge Wealth Management | 0.12% | Add +0.2% | 1,424 | $260K |
| WealthBridge Capital Management, LLC | 0.07% | New | 1,419 | $259K |
| Trail Ridge Investment Advisors, LLC | 0.12% | Add +10.5% | 1,403 | $258K |
| Safeguard Investment Advisory Group, LLC | 0.06% | New | 1,407 | $257K |
| Twin Focus Capital Partners, LLC | 0.04% | New | 1,400 | $256K |
| Regal Partners Ltd | 0.02% | New | 1,400 | $256K |
| Bragg Financial Advisors, Inc | 0.01% | New | 1,400 | $256K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.2% | 1,398 | $256K |
| GFG Capital, LLC | 0.08% | Add +15.9% | 1,383 | $253K |
| Schroder Investment Management Group | 0.00% | New | 1,376 | $252K |
| Camden National Bank | 0.04% | No change | 1,375 | $251K |
| Full Sail Capital, LLC | 0.01% | Reduce -8.6% | 1,374 | $251K |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 1,371 | $251K |
| PBMares Wealth Management LLC | 0.05% | Reduce -4.0% | 1,368 | $250K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.2% | 1,367 | $250K |
| Syverson Strege & Co | 0.06% | New | 1,367 | $250K |
| Coppell Advisory Solutions LLC | 0.03% | New | 1,373 | $249K |
| Greenwood Gearhart LLC | 0.02% | No change | 1,361 | $249K |
| Goodman Financial Corp | 0.05% | No change | 1,353 | $247K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.2% | 1,345 | $246K |
| Symphony Financial Services, Inc. | 0.15% | Reduce -5.5% | 1,338 | $245K |
| Archer Investment Management, LLC | 0.18% | New | 1,337 | $244K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 1,317 | $244K |
| Grey Ledge Advisors, LLC | 0.06% | New | 1,332 | $244K |
| Members Trust Co | 0.01% | Add +2.5% | 1,327 | $243K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -28.4% | 1,325 | $242K |
| Morton Capital Management LLC | 0.04% | Reduce -4.0% | 1,311 | $240K |
| Verum Partners LLC | 0.06% | Reduce -0.2% | 1,310 | $239K |
| Falcon Wealth Planning | 0.02% | No change | 1,309 | $239K |
| Nordwand Advisors, LLC | 0.04% | New | 1,308 | $239K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,302 | $238K |
| Flow Traders U.S. LLC | 0.01% | Reduce -98.0% | 1,299 | $237K |
| FWL Investment Management, LLC | 0.07% | Reduce -17.6% | 1,295 | $237K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -6.7% | 1,282 | $234K |
| Ethic Inc. | 0.00% | No change | 1,281 | $233K |
| Cove Private Wealth, LLC | 0.08% | New | 1,265 | $231K |
| Capital Group Private Client Services, Inc. | 0.00% | New | 1,251 | $229K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,241 | $227K |
| One Wealth Management Investment & Advisory Services, LLC | 0.29% | Reduce -2.3% | 1,239 | $227K |
| Bell Bank | 0.01% | New | 1,239 | $227K |
| M3 Advisory Group, LLC | 0.16% | No change | 1,236 | $226K |
| Purkiss Capital Advisors LLC | 0.13% | New | 1,233 | $225K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $225K |
| Ironvine Capital Partners, LLC | 0.02% | Add +4.1% | 1,227 | $224K |
| Evermay Wealth Management LLC | 0.03% | Reduce -11.6% | 1,223 | $224K |
| Sequent Planning LLC | 0.07% | Reduce -3.3% | 1,222 | $223K |
| ArborFi Advisors, LLC | 0.20% | No change | 1,221 | $223K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 1,221 | $223K |
| Leuthold Group, LLC | 0.03% | New | 1,209 | $221K |
| Bangor Savings Bank | 0.02% | No change | 1,202 | $220K |
| Wellington Shields Capital Management, LLC | 0.04% | Reduce -8.1% | 1,200 | $219K |
| New Century Financial Group, LLC | 0.26% | New | 1,198 | $219K |
| Founders Financial Alliance, LLC | 0.05% | Reduce -5.0% | 1,198 | $219K |
| JPL Wealth Management, LLC | 0.06% | No change | 1,198 | $219K |
| Rossby Financial, LCC | 0.08% | Add +4.2% | 1,195 | $218K |
| TFO Wealth Partners, LLC | 0.04% | Reduce -2.7% | 1,188 | $217K |
| 1ST Source Bank | 0.01% | New | 1,187 | $217K |
| Center For Asset Management LLC | 0.13% | Reduce -0.2% | 1,207 | $215K |
| Presilium Private Wealth, LLC | 0.04% | No change | 1,178 | $215K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,178 | $215K |
| Strengthening Families & Communities, LLC | 0.12% | Add +3.2% | 1,175 | $215K |
| Copley Financial Group, Inc. | 0.16% | Reduce -11.8% | 1,170 | $214K |
| Horizon Wealth Management, LLC | 0.04% | Reduce -98.6% | 1,170 | $214K |
| May Hill Capital, LLC | 0.07% | New | 1,168 | $214K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 1,167 | $213K |
| Precision Wealth Strategies, LLC | 0.07% | New | 1,163 | $213K |
| SFG Wealth Management, LLC. | 0.13% | New | 1,156 | $211K |
| JFG Wealth Management, LLC | 0.04% | New | 1,154 | $211K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -20.7% | 1,152 | $211K |
| TFG Advisers LLC | 0.07% | New | 1,152 | $211K |
| Stewardship Advisors, LLC | 0.05% | New | 1,145 | $209K |
| Single Point Partners, LLC | 0.05% | New | 1,144 | $209K |
| Root Financial Partners, LLC | 0.02% | New | 1,140 | $208K |
| Knightsbridge Asset Management, LLC | 0.05% | New | 1,135 | $208K |
| FSA Advisors, Inc. | 0.17% | New | 1,123 | $205K |
| ProVise Management Group, LLC | 0.02% | New | 1,121 | $205K |
| Venture Visionary Partners LLC | 0.01% | New | 1,120 | $205K |
| Aventura Private Wealth, LLC | 0.09% | No change | 1,106 | $202K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -12.1% | 1,102 | $201K |
| New England Private Wealth Advisors LLC | 0.03% | New | 1,086 | $201K |
| Able Wealth Management LLC | 0.10% | New | 1,097 | $201K |
| Global Trust Asset Management, LLC | 0.11% | Reduce -70.6% | 1,085 | $198K |
| EPG Wealth Management LLC | 0.06% | No change | 1,071 | $196K |
| Rothschild Investment LLC | 0.01% | No change | 1,057 | $193K |
| Russell Investments Group, Ltd. | 0.00% | Add +12.7% | 1,031 | $188K |
| Lanark Financial, Inc. | 0.02% | Reduce -60.5% | 1,030 | $188K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 1,016 | $186K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Reduce -4.7% | 1,002 | $183K |
| Western Pacific Wealth Management, LP | 0.18% | No change | 1,000 | $183K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $183K |
| Princeton Global Asset Management LLC | 0.03% | No change | 985 | $180K |
| REAP Financial Group, LLC | 0.04% | Add +11.4% | 975 | $178K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +2.0% | 967 | $177K |
| Motco | 0.02% | Reduce -18.6% | 960 | $177K |
| Team Financial Group, LLC | 0.08% | New | 945 | $173K |
| Bokf, NA | 0.00% | Add +108.1% | 922 | $169K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -5.7% | 913 | $167K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 878 | $161K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 870 | $159K |
| CNB Bank | 0.07% | No change | 843 | $154K |
| United Community Bank | 0.05% | No change | 837 | $153K |
| HM Payson & Co. | 0.00% | Add +46.0% | 828 | $151K |
| Caldwell Trust Co | 0.01% | No change | 785 | $144K |
| Ameriflex Group, Inc. | 0.07% | Reduce -10.0% | 773 | $139K |
| Tidemark, LLC | 0.04% | Reduce -5.2% | 759 | $139K |
| CENTRAL TRUST Co | 0.00% | No change | 746 | $136K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +35.2% | 745 | $136K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 718 | $131K |
| Howe & Rusling Inc. | 0.01% | No change | 690 | $126K |
| Creekmur Asset Management LLC | 0.02% | Add +0.3% | 681 | $124K |
| Capital Investment Counsel, Inc | 0.02% | No change | 679 | $124K |
| Atlantic Union Bankshares Corp | 0.00% | New | 676 | $124K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $123K |
| Curio Wealth, LLC | 0.05% | Add +21866.7% | 659 | $121K |
| Bfsg, LLC | 0.01% | Add +27.3% | 658 | $120K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.3% | 652 | $120K |
| Beacon Capital Management, LLC | 0.02% | Add +3.2% | 651 | $119K |
| Activest Wealth Management | 0.03% | Add +0.2% | 645 | $118K |
| Park Place Capital Corp | 0.03% | Reduce -8.7% | 637 | $117K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -40.4% | 634 | $117K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 635 | $116K |
| Navigoe, LLC | 0.09% | No change | 634 | $115K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.2% | 621 | $114K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 619 | $113K |
| Signaturefd, LLC | 0.00% | Reduce -11.1% | 618 | $113K |
| RMG Wealth Management LLC | 0.02% | — | 612 | $113K |
| American Capital Advisory, LLC | 0.05% | Reduce -33.6% | 599 | $109K |
| Union Savings Bank | 0.05% | No change | 583 | $107K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 578 | $106K |
| Colonial Trust Co / SC | 0.02% | Reduce -18.8% | 570 | $104K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -43.6% | 569 | $104K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 568 | $104K |
| North Capital, Inc. | 0.09% | Reduce -6.5% | 563 | $103K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 558 | $102K |
| Barclays PLC | 0.00% | Add +530.6% | 536 | $98K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 524 | $96K |
| Clark Wealth Partners | 0.06% | Reduce -55.9% | 520 | $95K |
| AllSquare Wealth Management LLC | 0.05% | Reduce -9.9% | 501 | $92K |
| Realta Investment Advisors | 0.04% | No change | 500 | $91K |
| JNBA Financial Advisors | 0.01% | Reduce -6.9% | 499 | $91K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -6.9% | 496 | $91K |
| BTG Pactual Asset Management US LLC | 0.01% | Add +24.9% | 492 | $90K |
| Signature Resources Capital Management, LLC | 0.05% | Add +3.1% | 472 | $86K |
| Hemington Wealth Management | 0.01% | No change | 439 | $80K |
| Hoey Investments, Inc. | 0.01% | No change | 434 | $79K |
| Sittner & Nelson, LLC | 0.03% | Reduce -15.7% | 431 | $79K |
| Ascentis Wealth Management, LLC | 0.02% | No change | 417 | $77K |
| Deutsche Bank AG | 0.00% | New | 410 | $75K |
| Headlands Technologies LLC | 0.01% | Reduce -68.9% | 407 | $74K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 407 | $74K |
| Traub Capital Management LLC | 0.07% | — | 400 | $73K |
| City Holding Co. | 0.01% | No change | 400 | $73K |
| Choate Investment Advisors | 0.00% | New | 382 | $70K |
| Highline Wealth Partners LLC | 0.02% | Reduce -44.7% | 379 | $69K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +275.0% | 375 | $69K |
| Richardson Capital Management LLC | 0.03% | Reduce -28.5% | 362 | $66K |
| Capital A Wealth Management, LLC | 0.73% | Reduce -93.6% | 446 | $66K |
| GoalVest Advisory LLC | 0.02% | New | 359 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +10.8% | 350 | $64K |
| Winthrop Capital Management, LLC | 0.02% | Add +76.8% | 350 | $64K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -44.1% | 348 | $64K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $63K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 333 | $61K |
| Christopher J. Hasenberg, Inc | 0.02% | No change | 331 | $61K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 326 | $59K |
| Accredited Wealth Management, LLC | 0.05% | Reduce -60.9% | 321 | $59K |
| Tompkins Financial Corp. | 0.01% | No change | 319 | $58K |
| Keystone Global Partners, LLC | 0.03% | Add +11.8% | 304 | $56K |
| Opal Wealth Advisors, LLC | 0.02% | Reduce -29.5% | 303 | $55K |
| Islay Capital Management, LLC | 0.04% | No change | 300 | $55K |
| Millstone Evans Group, LLC | 0.04% | No change | 296 | $54K |
| FAS Wealth Partners, Inc. | 0.00% | Add +12.2% | 286 | $52K |
| Darwin Wealth Management, LLC | 0.02% | Add +3.6% | 285 | $52K |
| Operose Advisors LLC | 0.01% | No change | 285 | $52K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 284 | $52K |
| Concord Wealth Partners | 0.01% | Add +2.9% | 280 | $51K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -7.9% | 279 | $51K |
| Tucker Asset Management LLC | 0.02% | Reduce -58.0% | 259 | $47K |
| First Command Advisory Services, Inc. | 0.00% | No change | 253 | $46K |
| Cheviot Value Management, LLC | 0.01% | No change | 249 | $46K |
| Costello Asset Management, INC | 0.02% | No change | 251 | $46K |
| BankPlus Trust Department | 0.01% | No change | 244 | $45K |
| Morse Asset Management, Inc | 0.01% | No change | 241 | $44K |
| Total Investment Management Inc. | 0.01% | New | 232 | $42K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -54.7% | 226 | $42K |
| CVA Family Office, LLC | 0.01% | No change | 226 | $41K |
| MGB Wealth Management, LLC | 0.01% | No change | 220 | $40K |
| Legacy Investment Solutions, LLC | 0.02% | — | 218 | $40K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 218 | $40K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $40K |
| Abound Wealth Management | 0.01% | Reduce -65.2% | 215 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 215 | $39K |
| Whittier Trust Co. | 0.00% | No change | 212 | $39K |
| Copia Wealth Management | 0.03% | Reduce -59.9% | 210 | $38K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $38K |
| St Germain D J Co. Inc. | 0.00% | Reduce -9.3% | 204 | $37K |
| CX Institutional | 0.00% | Add +151.8% | 204 | $37K |
| PrairieView Partners, LLC | 0.00% | No change | 202 | $36K |
| Pineridge Advisors LLC | 0.01% | Reduce -3.1% | 186 | $34K |
| Newton One Investments LLC | 0.01% | Reduce -51.7% | 185 | $34K |
| CoreFirst Bank & Trust | 0.02% | New | 182 | $33K |
| Rialto Wealth Management, LLC | 0.01% | No change | 177 | $32K |
| Reyes Financial Architecture, Inc. | 0.03% | No change | 163 | $30K |
| Centennial Bank | 0.01% | No change | 162 | $30K |
| Keener Financial Planning LLC | 0.01% | New | 160 | $29K |
| Roxbury Financial LLC | 0.03% | Add +28.7% | 157 | $29K |
| MCF Advisors LLC | 0.00% | No change | 156 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $28K |
| Sawyer & Company, Inc | 0.01% | No change | 128 | $28K |
| Kings Path Partners LLC | 0.01% | Add +9.5% | 150 | $27K |
| Barrett & Company, Inc. | 0.01% | No change | 150 | $27K |
| Old Second National Bank of Aurora | 0.01% | No change | 150 | $27K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -14.3% | 150 | $27K |
| Wolff Wiese Magana LLC | 0.02% | No change | 145 | $27K |
| LRI Investments, LLC | 0.00% | No change | 142 | $26K |
| Bellwether Advisors, LLC | 0.00% | No change | 141 | $26K |
| GW&K Investment Management, LLC | 0.00% | New | 128 | $23K |
| Chesapeake Asset Management LLC | 0.02% | No change | 123 | $22K |
| Field & Main Bank | 0.01% | No change | 123 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 121 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 121 | $22K |
| Nemes Rush Group LLC | 0.00% | No change | 120 | $22K |
| City State Bank | 0.01% | No change | 114 | $21K |
| S&T Bank | 0.01% | No change | 110 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $18K |
| Valued Wealth Advisors LLC | 0.01% | Reduce -28.9% | 96 | $18K |
| Dunhill Financial, LLC | 0.01% | Reduce -1.0% | 95 | $18K |
| Providence Capital Advisors, LLC | 0.00% | New | 90 | $16K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $16K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 87 | $16K |
| Park Square Financial Group, LLC | 0.01% | No change | 85 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 77 | $14K |
| Quaker Wealth Management, LLC | 0.00% | — | 75 | $14K |
| Brooklyn Investment Group | 0.00% | No change | 75 | $14K |
| Parkside Financial Bank & Trust | 0.00% | No change | 74 | $14K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $13K |
| Archer Investment Corp | 0.00% | Add +100.0% | 66 | $12K |
| Rogco, LP | 0.00% | No change | 66 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 66 | $12K |
| Ryan Investment Management, Inc. | 0.01% | — | 65 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 65 | $12K |
| Y.D. More Investments Ltd | 0.00% | Add +100.0% | 64 | $12K |
| Financial Connections Group, Inc. | 0.00% | New | 65 | $11K |
| Sound Financial Strategies Group, LLC | 0.01% | Add +189.5% | 55 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $10K |
| Parkworth Wealth Management, Inc. | 0.01% | No change | 52 | $10K |
| Marshall & Sullivan Inc. | 0.00% | New | 51 | $9K |
| Main Street Group, LTD | 0.00% | New | 50 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Reduce -15.3% | 50 | $9K |
| Grand Wealth Management, LLC | 0.00% | Reduce -48.4% | 48 | $9K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 48 | $9K |
| Alerus Financial NA | 0.00% | New | 48 | $9K |
| HighMark Wealth Management LLC | 0.00% | New | 46 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 41 | $7K |
| Redwood Park Advisors LLC | 0.01% | New | 40 | $7K |
| WFA of San Diego, LLC | 0.00% | — | 34 | $6K |
| Affinity Wealth LLC | 0.00% | No change | 26 | $5K |
| Financial Network Wealth Advisors LLC | 0.01% | Reduce -69.5% | 25 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 24 | $4K |
| Logan Capital Management Inc. | 0.00% | Reduce -73.9% | 23 | $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 |
| 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 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $2K |
| Evelyn Partners Asset Management Ltd | 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 |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Dogwood Wealth Management LLC | 0.00% | New | 1 | $184 |
"% 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.