iShares MSCI USA Quality FacQUALETF
13F holders, Q3 2025 (September 30)1,518holders +10
76new positions
68sold out
6famous investors
$193.38avg. 13F price*
At the end of Q3 2025, 1,518 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 10 from Q2 2025. 76 opened new positions and 68 sold out. The largest holders were Envestnet Asset Management Inc. ($5.1B), LPL Financial LLC ($3.6B) and FMR LLC ($3.1B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $130.6M |
| Exits | 68 | $142.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,200,847 shares bought and 27,936,913 shares sold, net −20,736,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,518 holders
| Envestnet Asset Management Inc. | 1.46% | Reduce -19.6% | 26,102,345 | $5.1B |
| LPL Financial LLC | 1.05% | Reduce -4.8% | 18,522,897 | $3.6B |
| FMR LLC | 0.16% | Add +7.3% | 15,733,304 | $3.1B |
| Morgan Stanley | 0.11% | Reduce -5.4% | 9,583,839 | $1.9B |
| Bank of America Corp. | 0.10% | Reduce -4.3% | 7,144,663 | $1.4B |
| PNC Financial Services Group, Inc. | 0.80% | Reduce -4.6% | 6,755,853 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Reduce -9.0% | 6,381,913 | $1.2B |
| Ameriprise Financial Inc. | 0.20% | Reduce -8.2% | 4,564,319 | $888.3M |
| BlackRock, Inc. | 0.01% | Reduce -7.1% | 4,340,198 | $844.2M |
| Wells Fargo & Company | 0.17% | Reduce -17.4% | 4,302,513 | $836.8M |
| UBS Group AG | 0.15% | Reduce -2.3% | 3,910,245 | $760.5M |
| Cerity Partners LLC | 1.17% | Reduce -1.3% | 3,709,017 | $721.2M |
| Cwm, LLC | 1.90% | Reduce -4.1% | 3,247,550 | $631.6M |
| M&T Bank Corp | 2.08% | Reduce -4.1% | 3,180,978 | $618.7M |
| Orgel Wealth Management, LLC | 13.34% | Add +1.7% | 3,005,601 | $584.6M |
| Keybank National Association | 1.96% | Reduce -9.6% | 2,868,882 | $558.0M |
| Blue Trust, Inc. | 5.98% | Add +2.9% | 2,737,919 | $532.5M |
| Facet Wealth, Inc. | 10.58% | Add +5.0% | 2,628,686 | $511.3M |
| MML Investors Services, LLC | 1.29% | Reduce -27.8% | 2,494,581 | $485.2M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Reduce -6.9% | 2,251,190 | $437.9M |
| Focus Partners Wealth | 0.67% | Add +2.1% | 2,146,075 | $417.4M |
| Cetera Investment Advisers | 0.46% | Reduce -2.9% | 2,051,686 | $399.1M |
| Raymond James Financial Inc. | 0.13% | Add +3.1% | 2,040,575 | $396.9M |
| Park Avenue Securities LLC | 3.01% | Reduce -19.5% | 1,983,749 | $385.8M |
| Two Sigma Investments, LP | 0.61% | Add +99.7% | 1,931,800 | $375.7M |
| Envestnet Portfolio Solutions, Inc. | 1.37% | Reduce -20.5% | 1,905,416 | $370.6M |
| Royal Bank of Canada | 0.06% | Add +1.1% | 1,835,881 | $357.1M |
| Stifel Financial Corp. | 0.31% | Reduce -3.0% | 1,724,635 | $335.5M |
| Haverford Trust Co | 2.95% | Add +4.2% | 1,678,735 | $326.5M |
| Commonwealth Equity Services, LLC | 0.41% | Reduce -17.9% | 1,629,012 | $316.8M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -4.0% | 1,606,854 | $312.5M |
| Janney Montgomery Scott LLC | 0.62% | Reduce -13.9% | 1,349,891 | $262.6M |
| HighTower Advisors, LLC | 0.30% | Reduce -0.3% | 1,338,447 | $260.3M |
| SCS Capital Management LLC | 2.64% | Reduce -19.6% | 1,244,123 | $242.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -22.3% | 1,238,103 | $240.8M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -10.0% | 1,129,698 | $219.7M |
| Osaic Holdings, Inc. | 0.30% | Reduce -6.6% | 1,136,400 | $216.9M |
| NewEdge Advisors, LLC | 0.96% | Reduce -7.2% | 1,090,947 | $212.2M |
| Connecticut Wealth Management, LLC | 9.02% | Reduce -1.5% | 1,044,762 | $203.2M |
| Coldstream Capital Management Inc. | 2.74% | Add +132.4% | 1,044,546 | $203.2M |
| OneDigital Investment Advisors LLC | 2.07% | Reduce -6.3% | 1,034,433 | $201.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.86% | Add +3.8% | 985,960 | $191.8M |
| Integrated Wealth Concepts LLC | 1.66% | Reduce -13.8% | 953,726 | $185.5M |
| Kestra Investment Management, LLC | 4.60% | Add +12.6% | 880,946 | $171.3M |
| Sanctuary Advisors, LLC | 0.96% | Reduce -9.2% | 862,480 | $167.8M |
| Foundations Investment Advisors, LLC | 2.34% | Reduce -3.0% | 827,748 | $161.0M |
| Bluespring Wealth Management, LLC | 13.17% | Add +0.4% | 778,626 | $151.4M |
| Synovus Financial Corp. | 1.65% | Add +0.3% | 742,905 | $144.5M |
| Foster Group, Inc. | 4.28% | Add +2.0% | 700,695 | $136.3M |
| Merit Financial Group, LLC | 1.25% | Add +6.6% | 697,503 | $135.7M |
| JB Capital LLC | 5.77% | Reduce -16.1% | 687,705 | $133.8M |
| Corient Private Wealth LP | 0.20% | Add +0.8% | 647,608 | $126.0M |
| &partners | 0.79% | Add +13.8% | 635,580 | $123.5M |
| Advocacy Wealth Management, LLC | 5.27% | Add +43.3% | 624,740 | $121.5M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Reduce -6.8% | 589,533 | $114.7M |
| D.A. Davidson & Co. | 0.73% | Add +5.8% | 584,713 | $113.7M |
| Sage Mountain Advisors LLC | 6.49% | Add +1.1% | 582,574 | $113.3M |
| Dynasty Wealth Management, LLC | 1.51% | Add +18.3% | 582,095 | $113.2M |
| Fragasso Financial Advisors Inc | 6.94% | Add +1.6% | 566,069 | $111.2M |
| Savant Capital, LLC | 0.66% | Reduce -0.3% | 556,570 | $108.3M |
| Obermeyer Wealth Partners | 5.05% | Add +0.5% | 554,127 | $107.8M |
| Mariner, LLC | 0.14% | Reduce -0.6% | 551,883 | $107.3M |
| Kestra Advisory Services, LLC | 0.49% | Add +2.9% | 550,293 | $107.0M |
| Caisse de depot et placement du Quebec | 0.19% | Add +60.1% | 545,242 | $106.0M |
| United Capital Financial Advisors, LLC | 0.73% | Reduce -17.2% | 519,338 | $101.0M |
| Modern Wealth Management, LLC | 1.97% | Add +59.4% | 511,164 | $99.4M |
| Howard Financial Services, LTD. | 12.02% | Add +1.6% | 505,170 | $98.3M |
| Johnson Investment Counsel Inc. | 0.78% | Add +1.4% | 480,655 | $93.5M |
| AE Wealth Management LLC | 0.59% | Add +0.7% | 477,193 | $92.8M |
| UMB Bank, n.a. | 1.36% | Reduce -5.4% | 474,088 | $92.2M |
| Equitable Holdings, Inc. | 0.67% | Reduce -1.3% | 470,753 | $91.6M |
| Private Advisor Group, LLC | 0.44% | Reduce -13.6% | 464,570 | $90.4M |
| Prime Capital Investment Advisors, LLC | 1.13% | Reduce -0.5% | 462,533 | $90.0M |
| Thrivent Financial for Lutherans | 0.18% | Add +274.8% | 454,367 | $88.4M |
| Sax Wealth Advisors, LLC | 4.61% | Reduce -3.1% | 440,423 | $85.7M |
| Composition Wealth, LLC | 1.26% | Reduce -62.4% | 432,034 | $84.0M |
| Pinnacle Associates Ltd. | 1.11% | Add +0.7% | 428,191 | $83.3M |
| Baker Avenue Asset Management, LP | 1.94% | Add +0.2% | 417,374 | $81.2M |
| Sagespring Wealth Partners, LLC | 1.58% | Add +43.6% | 564,406 | $80.8M |
| Captrust Financial Advisors | 0.16% | Reduce -0.6% | 406,933 | $79.1M |
| Valence8 US LP | 26.58% | Add +0.1% | 398,725 | $77.6M |
| Clearstead Advisors, LLC | 1.10% | Reduce -22.7% | 388,991 | $75.7M |
| Wilmington Savings Fund Society, FSB | 1.81% | Add +0.3% | 385,368 | $75.0M |
| Tiaa Trust, National Association | 0.18% | Reduce -13.2% | 377,472 | $73.4M |
| Cresset Asset Management, LLC | 0.32% | Reduce -0.5% | 377,340 | $73.4M |
| US Bancorp \de | 0.09% | Reduce -10.3% | 372,012 | $72.4M |
| Unison Advisors LLC | 6.55% | Add +66.4% | 368,830 | $71.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.09% | Reduce -2.4% | 354,955 | $69.0M |
| NorthCoast Asset Management LLC | 0.27% | Add +1.1% | 349,534 | $68.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -0.9% | 343,794 | $67.3M |
| Sachem Hill LLC | 13.37% | Reduce -3.5% | 343,591 | $66.8M |
| Landaas & Co. /Wi | 14.58% | Reduce -6.9% | 329,817 | $64.2M |
| Jones Financial Companies LLLP | 0.04% | Add +14.5% | 329,218 | $63.4M |
| Financial Advisors, LLC | 11.17% | Reduce -3.3% | 324,192 | $63.1M |
| Austin Private Wealth, LLC | 4.81% | Reduce -21.8% | 320,864 | $62.4M |
| Steward Partners Investment Advisory, LLC | 0.36% | Reduce -2.0% | 319,014 | $62.0M |
| Eastern Bank | 1.10% | Add +1.8% | 318,985 | $62.0M |
| Horizon Investments, LLC | 0.79% | Add +0.2% | 310,003 | $60.3M |
| Rockefeller Capital Management L.P. | 0.11% | Add +15.9% | 291,099 | $56.6M |
| Goldstein Advisors, LLC | 6.81% | Reduce -3.6% | 288,064 | $56.0M |
| Atria Investments, Inc | 0.64% | Reduce -11.5% | 287,663 | $56.0M |
| Baron Wealth Management LLC | 18.28% | Reduce -1.5% | 284,039 | $55.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 4.11% | Add +0.8% | 281,427 | $54.7M |
| Strategies Wealth Advisors, LLC | 5.51% | Add +1.9% | 272,267 | $53.0M |
| Alliancebernstein L.P. | 0.02% | Add +7.9% | 269,622 | $52.4M |
| Apollon Wealth Management, LLC | 0.93% | Add +1.7% | 269,421 | $52.4M |
| CreativeOne Wealth, LLC | 1.27% | Reduce -7.1% | 267,839 | $52.1M |
| Baird Financial Group, Inc. | 0.08% | Reduce -5.7% | 266,607 | $51.9M |
| Truist Financial Corp. | 0.07% | Reduce -26.6% | 263,421 | $51.2M |
| Sharkey, Howes & Javer | 6.58% | Reduce -13.0% | 263,271 | $51.2M |
| State of Michigan Retirement System | 0.23% | Add +11.8% | 246,349 | $47.9M |
| Life Line Wealth Management LLC | 14.51% | Reduce -0.2% | 244,648 | $47.6M |
| Apexium Financial, LP | 2.28% | Add +1.6% | 240,560 | $46.8M |
| Ascent Group, LLC | 1.59% | Reduce -10.4% | 231,253 | $45.0M |
| Millburn Ridgefield LLC | 1.06% | No change | 228,911 | $44.5M |
| Catalyst Capital Advisors LLC | 0.90% | No change | 228,911 | $44.5M |
| Icon Wealth Advisors, LLC | 3.00% | Reduce -13.4% | 227,262 | $44.2M |
| Scarborough Advisors, LLC | 7.68% | Reduce -11.1% | 223,795 | $43.5M |
| Kathmere Capital Management, LLC | 3.08% | Add +1.4% | 223,038 | $43.4M |
| Aspen Wealth Management LLC | 9.63% | Add +1.3% | 223,004 | $43.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.51% | Reduce -2.6% | 222,853 | $43.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +46.1% | 220,191 | $42.8M |
| Prosperity Consulting Group, LLC | 2.06% | New | 214,514 | $41.7M |
| Hughes Financial Services, LLC | 6.61% | Add +0.9% | 211,986 | $41.5M |
| Cardinal Strategic Wealth Guidance | 11.17% | Reduce -0.9% | 213,417 | $41.5M |
| IHT Wealth Management, LLC | 1.05% | Reduce -15.5% | 212,817 | $41.4M |
| 49 Wealth Management, LLC | 3.85% | Add +7.4% | 209,921 | $40.8M |
| Hengehold Capital Management LLC | 3.48% | Add +2.1% | 209,694 | $40.8M |
| Provida Pension Fund Administrator | 0.71% | Reduce -14.7% | 209,148 | $40.7M |
| Farther Finance Advisors, LLC | 0.61% | Add +14.6% | 208,795 | $40.6M |
| Glenmede Investment Management, LP | 0.20% | Reduce -22.3% | 208,130 | $40.5M |
| TD Capital Management LLC | 3.52% | Reduce -1.8% | 200,796 | $39.1M |
| Wealth Group Ltd | 8.86% | Add +5.0% | 196,940 | $38.3M |
| 1900 Wealth Management LLC | 2.54% | Reduce -0.6% | 192,751 | $37.5M |
| Horst & Graben Wealth Management LLC | 5.60% | Reduce -9.4% | 188,664 | $36.7M |
| SlateStone Wealth, LLC | 3.16% | Add +9.2% | 187,733 | $36.5M |
| Shepherd Financial Partners LLC | 3.45% | Reduce -9.7% | 186,240 | $36.2M |
| Strategic Blueprint, LLC | 1.58% | Reduce -2.8% | 186,018 | $36.2M |
| SPC Financial, Inc. | 2.79% | Reduce -1.1% | 183,650 | $35.7M |
| Perigon Wealth Management, LLC | 0.72% | Add +17.0% | 182,345 | $35.5M |
| CFO4Life Group, LLC | 5.04% | Add +0.9% | 178,347 | $34.7M |
| Bryn Mawr Trust Advisors, LLC | 1.66% | Reduce -0.6% | 171,835 | $33.4M |
| Stratos Wealth Partners, LTD. | 0.40% | Reduce -17.1% | 171,132 | $33.3M |
| SteelPeak Wealth, LLC | 1.11% | Reduce -14.1% | 169,304 | $32.9M |
| Franklin Resources Inc. | 0.01% | Reduce -0.3% | 169,228 | $32.9M |
| Parallel Advisors, LLC | 0.60% | Reduce -10.7% | 168,359 | $32.7M |
| MA Private Wealth | 5.45% | Reduce -1.0% | 166,749 | $32.4M |
| Sowell Financial Services LLC | 1.24% | Add +0.5% | 165,569 | $32.2M |
| Capital Advisors, Ltd. LLC | 3.63% | Add +0.1% | 165,220 | $32.1M |
| ARS Wealth Advisors Group, LLC | 3.16% | Reduce -1.6% | 164,333 | $32.0M |
| Armbruster Capital Management, Inc. | 5.40% | Add +1.8% | 163,028 | $31.7M |
| True Link Financial Advisors, LLC | 2.03% | Reduce -0.7% | 161,941 | $31.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5.01% | Add +4.8% | 160,412 | $31.2M |
| Pure Financial Advisors, LLC | 0.50% | Add +0.2% | 159,969 | $31.1M |
| Pettinga Financial Advisors LLC | 6.06% | Reduce -9.3% | 159,796 | $31.1M |
| Jump Financial, LLC | 0.41% | New | 157,490 | $30.6M |
| Liberty Wealth Management LLC | 4.28% | Add +4.1% | 156,124 | $30.4M |
| Heck Capital Advisors, LLC | 2.35% | Reduce -6.7% | 156,115 | $30.4M |
| Summit Trail Advisors, LLC | 0.41% | Reduce -46.4% | 154,127 | $30.0M |
| Choreo, LLC | 0.39% | Reduce -4.5% | 153,384 | $29.8M |
| CFS Investment Advisory Services, LLC | 2.21% | Reduce -14.0% | 151,120 | $29.7M |
| Symmetry Partners, LLC | 3.24% | Add +12.2% | 152,870 | $29.7M |
| Stone House Investment Management, LLC | 4.98% | Reduce -17.0% | 151,841 | $29.5M |
| Cambridge Associates LLC /Ma/ | 0.54% | Reduce -52.5% | 151,546 | $29.5M |
| Family Manage LLC | 4.06% | Reduce -0.9% | 150,615 | $29.3M |
| CGC Financial Services, LLC | 8.03% | Add +846.1% | 149,619 | $29.1M |
| Aptus Capital Advisors, LLC | 0.27% | Reduce -0.4% | 149,530 | $29.1M |
| Lineweaver Wealth Advisors, LLC | 4.22% | Reduce -31.5% | 148,054 | $28.8M |
| BOK Financial Private Wealth, Inc. | 1.79% | Reduce -1.7% | 146,128 | $28.4M |
| Boulder Wealth Advisors, LLC | 13.16% | — | 145,520 | $28.3M |
| Gries Financial LLC | 4.44% | Add +2.4% | 144,451 | $28.1M |
| One Wealth Advisors, LLC | 3.42% | Reduce -7.9% | 140,188 | $27.3M |
| Integrity Alliance, Llc. | 1.29% | Add +17.8% | 140,185 | $27.3M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -19.6% | 139,771 | $27.2M |
| Brookstone Capital Management | 0.32% | Reduce -9.1% | 139,484 | $27.1M |
| KWB Wealth | 2.99% | Add +8.3% | 148,156 | $27.1M |
| RVW Wealth, LLC | 2.07% | Reduce -0.3% | 136,159 | $26.5M |
| Centerpoint Advisors, LLC | 8.14% | Reduce -1.5% | 134,887 | $26.2M |
| High Falls Advisors, Inc | 5.37% | Reduce -17.2% | 134,082 | $26.1M |
| Ashton Thomas Private Wealth, LLC | 0.67% | Add +82.5% | 133,668 | $26.0M |
| Physician Wealth Advisors, Inc. | 3.69% | Reduce -13.3% | 133,302 | $25.9M |
| Kestra Private Wealth Services, LLC | 0.34% | Add +6.9% | 132,628 | $25.8M |
| Security Financial Services, INC. | 4.15% | Reduce -8.6% | 131,957 | $25.7M |
| Summit Wealth Partners, LLC | 4.63% | Reduce -3.0% | 131,808 | $25.6M |
| Centaurus Financial, Inc. | 1.20% | Add +2.0% | 131,184 | $25.5M |
| Keystone Financial Services | 7.90% | Add +1.8% | 131,117 | $25.5M |
| Comerica Bank | 0.10% | Add +4.6% | 130,746 | $25.4M |
| Journey Advisory Group, LLC | 1.83% | Reduce -1.1% | 127,148 | $24.7M |
| Palo Alto Wealth Advisors, LLC | 7.20% | Add +4.6% | 125,685 | $24.7M |
| Agf Management Ltd. | 0.11% | Reduce -0.0% | 126,507 | $24.6M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.96% | Add +5.5% | 125,676 | $24.4M |
| Tanglewood Wealth Management, Inc. | 2.25% | Reduce -0.6% | 124,455 | $24.2M |
| Client First Capital LLC | 10.64% | Add +4.9% | 122,767 | $23.9M |
| Aventus Investment Advisors, Inc. | 20.28% | Reduce -0.9% | 122,225 | $23.8M |
| Mgo One Seven LLC | 0.55% | Add +178.5% | 122,067 | $23.7M |
| Ewa, LLC | 6.55% | Reduce -18.1% | 121,697 | $23.7M |
| GW Henssler & Associates Ltd. | 1.18% | Add +4.6% | 121,317 | $23.6M |
| Fort Washington Investment Advisors Inc. | 0.13% | Reduce -57.3% | 120,359 | $23.4M |
| McMorgan & Co. LLC | 3.60% | Reduce -7.0% | 120,130 | $23.4M |
| Cypress Wealth Services, LLC | 3.79% | Reduce -10.1% | 119,142 | $23.2M |
| Detalus Advisors, LLC | 5.97% | Reduce -8.6% | 118,576 | $23.1M |
| Kelly Financial Services LLC | 5.95% | Reduce -5.8% | 118,199 | $23.0M |
| Triad Wealth Partners, LLC | 2.94% | Add +14.6% | 117,127 | $22.8M |
| Diversify Wealth Management, LLC | 1.30% | Add +1.8% | 115,325 | $22.6M |
| Van Hulzen Asset Management, LLC | 1.66% | Add +2.7% | 114,598 | $22.3M |
| Lido Advisors, LLC | 0.09% | Add +211.4% | 114,338 | $22.2M |
| Bank of Nova Scotia | 0.04% | Add +65.0% | 113,465 | $22.1M |
| Meridian Wealth Partners, LLC | 3.03% | Add +4.4% | 113,099 | $22.0M |
| Legacy Edge Advisors, LLC | 2.56% | Add +4.5% | 111,597 | $21.7M |
| Rwa Wealth Partners, LLC | 0.24% | Reduce -7.1% | 110,290 | $21.5M |
| Focus Financial Network, Inc. | 0.76% | Add +0.8% | 109,906 | $21.4M |
| Cahill Financial Advisors Inc. | 2.42% | Add +0.0% | 109,169 | $21.2M |
| PAX Financial Group, LLC | 3.81% | Reduce -1.1% | 108,797 | $21.2M |
| Stonebrook Private Inc. | 4.54% | Reduce -19.6% | 108,037 | $21.0M |
| Skyline Advisors, Inc. | 7.23% | Add +5.6% | 107,845 | $21.0M |
| Allworth Financial LP | 0.09% | Add +0.1% | 106,332 | $20.7M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -17.9% | 105,522 | $20.5M |
| Waverly Advisors, LLC | 0.20% | Reduce -1.9% | 105,013 | $20.4M |
| Mayflower Financial Advisors, LLC | 2.56% | Reduce -8.9% | 104,623 | $20.3M |
| Regatta Capital Group, LLC | 3.21% | Add +1.6% | 104,497 | $20.3M |
| Strategic Point Investment Advisors, LLC | 2.92% | Add +1.5% | 104,439 | $20.3M |
| Advus Financial Partners, LLC | 4.87% | Add +1.5% | 104,256 | $20.3M |
| IFP Advisors, Inc | 0.52% | Reduce -20.8% | 103,287 | $20.1M |
| Wealth Alliance, LLC | 2.05% | Reduce -11.9% | 102,683 | $20.0M |
| Creative Planning | 0.02% | Add +1.6% | 102,475 | $19.9M |
| Weaver Consulting Group | 5.01% | Reduce -0.8% | 101,260 | $19.7M |
| Tobias Financial Advisors, Inc. | 2.98% | Add +2.6% | 100,935 | $19.6M |
| Stephens Inc. | 0.25% | Reduce -0.8% | 100,782 | $19.6M |
| Trek Financial, LLC | 1.17% | Reduce -10.1% | 100,718 | $19.6M |
| ONE Advisory Partners, LLC | 6.00% | Reduce -6.1% | 101,518 | $19.6M |
| Keebeck Wealth Management | 2.30% | Reduce -14.9% | 100,199 | $19.5M |
| 360 Financial, Inc. | 6.25% | Add +13.7% | 99,834 | $19.4M |
| Midwest Capital Advisors, LLC | 9.17% | Reduce -7.0% | 97,757 | $19.0M |
| Financial Partners Group, Inc | 2.34% | Add +4.4% | 96,478 | $18.8M |
| Insight Wealth Strategies, LLC | 2.18% | Reduce -33.0% | 95,294 | $18.5M |
| Trinity Wealth Management, LLC | 6.94% | Reduce -2.0% | 95,146 | $18.5M |
| Center for Financial Planning, Inc. | 1.96% | Reduce -0.9% | 94,205 | $18.3M |
| Apeiron RIA LLC | 4.12% | Add +23.7% | 94,754 | $18.3M |
| Rothschild Wealth LLC | 3.89% | Add +2.4% | 91,788 | $17.9M |
| Jefferies Financial Group Inc. | 0.17% | Reduce -8.5% | 91,595 | $17.8M |
| Well Done, LLC | 3.03% | Reduce -1.1% | 91,453 | $17.8M |
| Susquehanna International Group, LLP | 0.03% | Add +2329.4% | 91,153 | $17.7M |
| VestGen Advisors, LLC | 0.59% | Reduce -27.4% | 90,783 | $17.7M |
| Intrust Bank NA | 1.46% | Reduce -1.3% | 89,981 | $17.5M |
| Beacon Bridge Wealth Partners, LLC | 6.22% | Reduce -5.0% | 89,928 | $17.5M |
| BCGM Wealth Management, LLC | 4.49% | Add +1.7% | 88,657 | $17.2M |
| Sovran Advisors, LLC | 1.51% | Add +13.2% | 86,805 | $17.1M |
| Principal Securities, Inc. | 0.28% | Reduce -0.6% | 87,584 | $17.0M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -1.2% | 86,729 | $16.9M |
| Element Pointe Advisors, LLC | 3.58% | Add +1.8% | 86,430 | $16.8M |
| Apella Capital, LLC | 0.37% | Reduce -11.9% | 86,619 | $16.7M |
| TSA Wealth Managment LLC | 5.66% | Reduce -7.4% | 85,449 | $16.6M |
| Legacy Financial Group LLC | 2.13% | Reduce -15.9% | 83,709 | $16.3M |
| Community Financial Services Group, LLC | 2.97% | Reduce -0.2% | 83,296 | $16.2M |
| MB Generational Wealth, LLC | 10.23% | — | 82,791 | $16.1M |
| Swmg, LLC | 4.85% | Reduce -9.8% | 81,858 | $16.1M |
| Bell Investment Advisors, Inc | 2.61% | Add +1.7% | 82,220 | $16.0M |
| Kraft, Davis & Associates, LLC | 3.82% | Reduce -7.8% | 79,728 | $15.7M |
| HUB Investment Partners, LLC | 0.57% | Add +4.0% | 80,251 | $15.6M |
| Scissortail Wealth Management, LLC | 3.39% | Reduce -8.7% | 79,907 | $15.5M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +12.6% | 79,195 | $15.4M |
| Kilter Group LLC | 7.29% | Reduce -22.1% | 79,036 | $15.4M |
| Moment Partners, LLC | 2.71% | Reduce -1.1% | 78,841 | $15.3M |
| Tsfg, LLC | 2.41% | Add +11.7% | 78,118 | $15.2M |
| Motive Wealth Advisors | 6.54% | Add +1.9% | 77,984 | $15.2M |
| Invst, LLC | 1.71% | Reduce -33.0% | 77,291 | $15.0M |
| Nan Shan Life Insurance Co., Ltd. | 0.32% | No change | 77,200 | $15.0M |
| Global Retirement Partners, LLC | 0.33% | Reduce -4.0% | 75,913 | $14.8M |
| Assetmark, Inc. | 0.03% | Reduce -18.6% | 75,444 | $14.7M |
| Intelligence Driven Advisers, LLC | 2.02% | Reduce -20.8% | 74,980 | $14.6M |
| Snowden Capital Advisors LLC | 0.40% | Reduce -12.0% | 74,669 | $14.5M |
| Watershed Private Wealth LLC | 4.56% | Reduce -11.3% | 74,264 | $14.4M |
| Csenge Advisory Group | 0.69% | Reduce -5.0% | 74,052 | $14.4M |
| Global Wealth Strategies & Associates | 3.68% | Add +5.3% | 73,486 | $14.3M |
| CGN Advisors LLC | 1.17% | Reduce -26.4% | 73,389 | $14.3M |
| Lutz Financial Services LLC | 1.03% | Reduce -1.0% | 73,147 | $14.2M |
| Regal Investment Advisors LLC | 0.92% | Reduce -24.2% | 72,509 | $14.1M |
| Capital Analysts, LLC | 0.39% | Reduce -10.2% | 69,584 | $13.5M |
| Maia Wealth LLC | 2.28% | Reduce -10.7% | 69,072 | $13.5M |
| Jmac Enterprises LLC | 2.67% | Add +1.4% | 69,489 | $13.5M |
| Wealth Quarterback LLC | 5.17% | Add +3.2% | 68,672 | $13.4M |
| NewEdge Wealth, LLC | 0.19% | Reduce -6.7% | 68,310 | $13.3M |
| Claro Advisors Inc. | 1.94% | Add +0.8% | 68,349 | $13.3M |
| Caprock Group, LLC | 0.33% | — | 70,249 | $13.3M |
| Richard Bernstein Advisors LLC | 0.38% | Add +0.3% | 68,090 | $13.2M |
| Connable Office Inc. | 1.23% | Reduce -31.4% | 67,961 | $13.2M |
| Wood Tarver Financial Group, LLC | 3.90% | Add +3.2% | 67,896 | $13.2M |
| Garrett Wealth Advisory Group, LLC | 2.57% | Reduce -0.4% | 67,859 | $13.2M |
| IFG Advisory, LLC | 0.60% | Reduce -23.2% | 67,718 | $13.2M |
| Beacon Financial Group | 1.28% | Reduce -2.3% | 66,968 | $13.0M |
| Balentine LLC | 0.48% | Reduce -5.4% | 66,487 | $12.9M |
| WCG Wealth Advisors LLC | 0.81% | Reduce -3.3% | 66,193 | $12.9M |
| Gladstone Institutional Advisory LLC | 0.49% | Add +0.5% | 65,577 | $12.8M |
| ShoreHaven Wealth Partners, LLC | 4.63% | Reduce -15.7% | 64,399 | $12.5M |
| 5T Wealth, LLC | 5.46% | Add +1.6% | 64,399 | $12.5M |
| Watts Gwilliam & Co., LLC | 2.02% | Reduce -0.4% | 64,266 | $12.5M |
| PFG Advisors | 0.51% | Reduce -40.4% | 64,247 | $12.5M |
| Trilogy Capital Inc. | 0.58% | Reduce -6.1% | 64,010 | $12.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Add +106.0% | 62,200 | $12.1M |
| Bay Harbor Wealth Management, LLC | 3.24% | Reduce -19.9% | 61,620 | $12.0M |
| Wealthcare Advisory Partners LLC | 0.25% | Add +1.3% | 61,559 | $12.0M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | Reduce -10.2% | 60,923 | $11.8M |
| WealthShield Partners, LLC | 1.34% | Reduce -16.0% | 60,896 | $11.8M |
| Tradition Wealth Management, LLC | 0.87% | Reduce -15.0% | 60,547 | $11.8M |
| StrongBox Wealth, LLC | 3.93% | Add +1.9% | 59,666 | $11.6M |
| Hobbs Wealth Management, LLC | 9.69% | Reduce -0.7% | 59,378 | $11.5M |
| Kickstand Ventures, Llc. | 2.53% | Reduce -2.6% | 59,131 | $11.5M |
| GSG Advisors LLC | 3.02% | Reduce -0.8% | 58,331 | $11.4M |
| Shufro Rose & Co. LLC | 0.94% | Reduce -6.2% | 66,530 | $11.4M |
| Montecito Bank & Trust | 1.76% | — | 58,179 | $11.3M |
| SVB Wealth LLC | 0.60% | Reduce -22.4% | 57,397 | $11.2M |
| Premier Path Wealth Partners, LLC | 1.43% | Reduce -0.6% | 57,237 | $11.1M |
| Forthright Family Wealth Advisory LLC | 6.78% | Reduce -2.8% | 56,671 | $11.0M |
| ERn Financial, LLC | 2.17% | Reduce -1.4% | 56,550 | $11.0M |
| Meitav Investment House Ltd. | 0.14% | Add +2.5% | 55,918 | $10.9M |
| Sigma Planning Corp | 0.31% | Reduce -3.4% | 55,488 | $10.8M |
| RFG Advisory, LLC | 0.22% | Reduce -3.8% | 55,374 | $10.8M |
| Bank of Montreal | 0.00% | Add +173.1% | 54,866 | $10.7M |
| Jacobi Capital Management LLC | 0.65% | Add +0.4% | 54,745 | $10.6M |
| Dorsey & Whitney Trust CO LLC | 0.56% | Add +0.1% | 54,174 | $10.5M |
| McNaughton Wealth Management, LLC | 4.42% | Reduce -19.3% | 53,905 | $10.5M |
| First Foundation Advisors | 0.39% | Reduce -3.5% | 53,868 | $10.5M |
| Capital Investment Advisory Services, LLC | 0.83% | Reduce -1.0% | 53,749 | $10.5M |
| Crown Wealth Group, LLC | 3.14% | Reduce -11.8% | 53,681 | $10.4M |
| Exchange Traded Concepts, LLC | 0.10% | Reduce -11.8% | 53,651 | $10.4M |
| Asset Advisors Investment Management, LLC | 0.98% | Add +2.8% | 53,263 | $10.4M |
| Ullmann Wealth Partners Group, LLC | 1.12% | Reduce -6.0% | 52,684 | $10.2M |
| Perennial Investment Advisors, LLC | 0.84% | Reduce -50.6% | 52,524 | $10.2M |
| SWP Financial LLC | 5.15% | Reduce -6.1% | 51,943 | $10.1M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +22.2% | 51,533 | $10.0M |
| Brown Advisory Inc. | 0.01% | Add +1.9% | 51,419 | $10.0M |
| Flagship Private Wealth, LLC | 4.01% | Reduce -18.6% | 51,331 | $10.0M |
| Tennessee Valley Asset Management Partners | 1.35% | New | 51,001 | $9.9M |
| Spire Wealth Management | 0.34% | Reduce -2.4% | 50,735 | $9.9M |
| Stonehearth Capital Management, LLC | 3.81% | Reduce -1.9% | 50,651 | $9.9M |
| SOL Capital Management CO | 0.88% | Reduce -4.7% | 50,307 | $9.8M |
| Forte Asset Management LLC | 4.68% | Reduce -16.3% | 50,011 | $9.7M |
| Symphony Financial, Ltd. Co. | 1.18% | Reduce -13.8% | 49,598 | $9.7M |
| Blue Edge Capital, LLC | 1.37% | Reduce -6.1% | 49,744 | $9.7M |
| Geneva Partners, LLC | 3.53% | Add +2.3% | 49,670 | $9.7M |
| Guided Capital Wealth Management, LLC | 8.22% | Reduce -17.1% | 49,254 | $9.6M |
| M1 Capital Management LLC | 4.13% | Add +6.9% | 49,230 | $9.6M |
| Quadrant Private Wealth Management, LLC | 1.75% | Reduce -1.3% | 49,174 | $9.6M |
| Three Magnolias Financial Advisors, LLC | 5.94% | Add +0.4% | 49,041 | $9.5M |
| Quantinno Capital Management LP | 0.03% | Add +54.6% | 48,849 | $9.5M |
| Crestwood Advisors Group, LLC | 0.16% | Reduce -5.8% | 48,655 | $9.5M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +9.9% | 48,573 | $9.4M |
| CoreCap Advisors, LLC | 0.34% | Reduce -2.1% | 48,374 | $9.4M |
| Vident Advisory, LLC | 0.09% | Add +14.7% | 48,144 | $9.4M |
| Mutual Advisors, LLC | 0.20% | Add +2.0% | 47,416 | $9.3M |
| Ade, LLC | 4.67% | Add +20.1% | 47,532 | $9.2M |
| MRA Advisory Group | 4.02% | Add +1.7% | 47,442 | $9.2M |
| Running Point Capital Advisors, LLC | 2.46% | Reduce -0.4% | 47,243 | $9.2M |
| Lifelong Wealth Advisors, Inc. | 2.72% | Add +9.8% | 46,910 | $9.1M |
| Financial Life Advisors | 2.92% | Reduce -1.2% | 46,692 | $9.1M |
| Cynosure Group, LLC | 0.98% | Add +0.1% | 46,537 | $9.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 46,496 | $9.0M |
| National Bank of Canada | 0.01% | Reduce -4.6% | 46,350 | $9.0M |
| SigFig Wealth Management, LLC | 0.28% | Reduce -17.6% | 46,473 | $9.0M |
| Endeavor Private Wealth, Inc. | 2.77% | Add +0.7% | 46,070 | $9.0M |
| Theory Financial LLC | 3.10% | Reduce -0.9% | 44,906 | $8.8M |
| Royal Harbor Partners, LLC | 2.96% | Add +2.1% | 44,852 | $8.7M |
| Citigroup Inc. | 0.01% | Reduce -0.7% | 44,451 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +707.2% | 44,397 | $8.6M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -1.1% | 44,112 | $8.6M |
| Advisory Services Network, LLC | 0.13% | Reduce -9.4% | 44,246 | $8.6M |
| Arq Wealth Advisors, LLC | 2.52% | Reduce -14.8% | 43,753 | $8.5M |
| Hoese & Co LLP | 6.45% | Reduce -4.9% | 43,353 | $8.4M |
| PMG Wealth Management, Inc. | 6.38% | Add +2.1% | 43,135 | $8.4M |
| Independent Financial Group, LLC | 0.20% | Reduce -2.9% | 42,576 | $8.3M |
| Cabot Wealth Management Inc. | 0.91% | Add +8.7% | 42,044 | $8.2M |
| Spectrum Planning & Advisory Services Inc. | 4.61% | Reduce -3.0% | 42,028 | $8.2M |
| BOS Asset Management, LLC | 2.30% | Add +3.1% | 41,794 | $8.1M |
| Formidable Asset Management, LLC | 1.28% | Add +8.3% | 44,370 | $8.1M |
| Yoder Wealth Management, Inc. | 3.82% | Reduce -6.6% | 41,775 | $8.1M |
| Sculati Wealth Management, LLC | 2.85% | Add +25.8% | 41,467 | $8.1M |
| Bison Wealth, LLC | 0.74% | Add +5.6% | 40,934 | $8.0M |
| Gen-Wealth Partners Inc | 2.68% | Add +0.6% | 40,852 | $7.9M |
| True Vision MN LLC | 4.12% | Reduce -17.7% | 40,670 | $7.9M |
| Firethorn Wealth Partners, LLC | 3.09% | Reduce -7.0% | 40,290 | $7.8M |
| Twin Peaks Wealth Advisors, LLC | 2.64% | Reduce -10.0% | 39,683 | $7.7M |
| Certus Wealth Management, LLC | 4.61% | Reduce -8.7% | 39,619 | $7.7M |
| Nuveen, LLC | 0.00% | No change | 42,462 | $7.7M |
| Performa Ltd (US), LLC | 2.03% | Reduce -2.3% | 39,390 | $7.7M |
| Annex Advisory Services, LLC | 0.16% | Reduce -3.3% | 39,355 | $7.7M |
| Legacy Advisory Services, LLC | 5.74% | Add +0.4% | 39,151 | $7.6M |
| Vise Technologies, Inc. | 0.28% | Add +21.6% | 38,997 | $7.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 3.38% | Add +991.7% | 38,657 | $7.5M |
| AQR Capital Management | 0.00% | Add +26.3% | 38,576 | $7.5M |
| Allstate Corp. | 0.17% | Reduce -29.4% | 38,355 | $7.5M |
| Centurion Wealth Management LLC | 1.70% | Reduce -18.5% | 38,278 | $7.4M |
| Sage Advisory Services, Ltd.Co. | 3.89% | Reduce -0.5% | 38,121 | $7.4M |
| Braun-Bostich & Associates Inc. | 4.63% | Reduce -2.1% | 37,799 | $7.4M |
| Avidian Wealth Enterprises, LLC | 0.28% | Add +2.5% | 37,625 | $7.3M |
| Unique Wealth, LLC | 1.07% | Add +14.6% | 37,573 | $7.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.93% | Reduce -7.0% | 37,412 | $7.3M |
| Client 1ST Advisory Group, LLC | 2.41% | Add +6.5% | 37,293 | $7.3M |
| Diversify Advisory Services, LLC | 0.24% | Add +64.1% | 36,980 | $7.2M |
| Guardian Wealth Advisors, LLC / NC | 0.47% | Add +2.8% | 36,891 | $7.2M |
| Interactive Financial Advisors, Inc. | 3.86% | Reduce -3.1% | 36,682 | $7.1M |
| Golden State Wealth Management, LLC | 0.79% | Add +0.8% | 36,596 | $7.1M |
| Lantz Financial LLC | 1.56% | Reduce -3.4% | 36,324 | $7.1M |
| Summit Financial, LLC | 0.11% | Reduce -38.4% | 36,125 | $7.0M |
| Peddock Capital Advisors, LLC | 1.51% | Add +2.3% | 36,073 | $7.0M |
| Shared Vision Wealth Group LLC | 2.96% | Reduce -8.3% | 35,836 | $7.0M |
| First American Trust, FSB | 0.51% | New | 35,765 | $7.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | No change | 35,000 | $6.8M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -2.1% | 34,992 | $6.8M |
| Capital Advantage, Inc. | 1.02% | Add +6.5% | 34,871 | $6.8M |
| MAI Capital Management | 0.04% | Add +1.0% | 34,681 | $6.7M |
| HSBC Holdings PLC | 0.00% | Reduce -40.6% | 34,600 | $6.7M |
| Harbour Investments, Inc. | 0.15% | Reduce -29.1% | 34,425 | $6.7M |
| Magnolia Capital Advisors LLC | 1.74% | Reduce -31.6% | 34,328 | $6.7M |
| One Wealth Capital Management, LLC | 2.99% | Reduce -18.2% | 34,238 | $6.7M |
| Capital Investment Advisors, LLC | 0.11% | Add +12.3% | 33,924 | $6.6M |
| Custos Family Office, LLC | 3.72% | Reduce -49.1% | 33,874 | $6.6M |
| Verus Capital Partners, LLC | 0.51% | Reduce -5.9% | 33,788 | $6.6M |
| Simplicity Wealth,LLC | 0.38% | Reduce -56.9% | 33,383 | $6.5M |
| Ironsides Asset Advisors, LLC | 1.67% | Add +16.2% | 33,228 | $6.5M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +85.5% | 33,214 | $6.5M |
| Marino, Stram & Associates LLC | 1.16% | Add +3.5% | 33,080 | $6.4M |
| Old National Bancorp | 0.11% | Reduce -2.3% | 33,054 | $6.4M |
| Barnes Wealth Management Group, Inc | 3.54% | Reduce -7.0% | 33,030 | $6.4M |
| Waterloo Capital, L.P. | 0.47% | Reduce -17.1% | 32,797 | $6.4M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -82.6% | 32,777 | $6.4M |
| FFG Retirement Advisors LLC | 3.95% | Reduce -0.5% | 32,720 | $6.4M |
| GeoWealth Management, LLC | 0.23% | Add +16.7% | 32,572 | $6.3M |
| Cora Capital Advisors LLC | 2.69% | Reduce -0.0% | 32,531 | $6.3M |
| Annandale Capital, LLC | 1.12% | Add +6.8% | 32,384 | $6.3M |
| Vista Investment Management | 2.19% | Reduce -1.6% | 32,280 | $6.3M |
| Fidelis Capital Partners, LLC | 0.49% | Reduce -2.3% | 32,037 | $6.2M |
| Highview Capital Management LLC | 2.26% | Reduce -32.5% | 31,615 | $6.1M |
| Flow Traders U.S. LLC | 0.25% | Add +2332.0% | 31,592 | $6.1M |
| TruWealth Advisors, LLC | 0.31% | Add +5.7% | 31,411 | $6.1M |
| HRT Financial LP | 0.02% | New | 31,271 | $6.1M |
| Compound Planning, Inc. | 0.20% | Reduce -15.6% | 31,067 | $6.0M |
| Cornerstone Advisors Asset Management, LLC | 1.06% | Add +12.0% | 31,027 | $6.0M |
| Trust Co | 0.62% | Add +5.0% | 30,918 | $6.0M |
| KM Capital Management Ltd. | 2.78% | Reduce -4.1% | 30,875 | $6.0M |
| Astoria Portfolio Advisors LLC. | 1.56% | Reduce -1.9% | 30,266 | $6.0M |
| Ashton Thomas Securities, LLC | 0.83% | New | 30,430 | $5.9M |
| Avant Capital LLC | 4.14% | Reduce -0.8% | 30,254 | $5.9M |
| Davis Wealth Advisors, LLC | 5.28% | Reduce -2.6% | 30,247 | $5.9M |
| West Wealth Group, LLC | 1.32% | Add +3.2% | 30,238 | $5.9M |
| AlphaCore Capital LLC | 0.20% | Reduce -1.2% | 29,825 | $5.8M |
| Gateway Wealth Partners, LLC | 0.78% | Reduce -0.8% | 29,728 | $5.8M |
| Partners Capital Investment Group, LLP | 0.23% | Add +0.2% | 29,716 | $5.8M |
| Sheridan Capital Management, LLC | 3.05% | Add +143.3% | 29,677 | $5.8M |
| Shum Financial Group, Inc. | 4.28% | — | 29,477 | $5.7M |
| Inscription Capital, LLC | 0.62% | Reduce -0.2% | 29,411 | $5.7M |
| Pinebridge Investments, L.P. | 0.04% | Reduce -29.1% | 29,179 | $5.7M |
| Investor's Fiduciary Advisor Network, LLC | 1.91% | Reduce -1.9% | 28,935 | $5.6M |
| Leslie Global Wealth, LLC | 2.59% | Reduce -12.6% | 28,376 | $5.5M |
| Western Wealth Management, LLC | 0.29% | Reduce -4.6% | 28,105 | $5.5M |
| KPP Advisory Services LLC | 0.81% | Reduce -43.0% | 27,956 | $5.4M |
| Apollon Financial, LLC | 0.91% | Add +3.0% | 27,948 | $5.4M |
| Financial Enhancement Group LLC | 0.73% | Reduce -0.2% | 27,550 | $5.4M |
| Titleist Asset Management, LLC | 0.47% | Reduce -25.8% | 27,754 | $5.4M |
| Breakwater Capital Group | 0.79% | Reduce -1.4% | 27,679 | $5.4M |
| Ehrenkranz Partners L.P. | 4.69% | — | 27,490 | $5.3M |
| New York Life Investment Management LLC | 0.05% | Reduce -43.8% | 27,483 | $5.3M |
| Vertex Planning Partners, LLC | 1.02% | Reduce -2.9% | 27,432 | $5.3M |
| World Investment Advisors | 0.11% | Reduce -6.3% | 27,421 | $5.3M |
| American Money Management, LLC | 0.89% | Add +1.0% | 27,375 | $5.3M |
| Buttonwood Financial Group, LLC | 2.29% | Reduce -80.7% | 27,052 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Add +8.3% | 26,741 | $5.2M |
| Pacific Wealth Management | 2.60% | Add +15.3% | 26,526 | $5.2M |
| Signet Financial Management, LLC | 0.60% | Add +5.1% | 26,489 | $5.2M |
| Warner Financial, Inc. | 1.91% | Reduce -2.8% | 26,361 | $5.1M |
| OMNI 360 Wealth, Inc. | 2.86% | Reduce -0.0% | 26,200 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -2.6% | 26,191 | $5.1M |
| Rollins Financial Advisors, LLC | 0.77% | Reduce -4.6% | 26,104 | $5.1M |
| Prospera Financial Services Inc | 0.09% | Reduce -0.3% | 25,864 | $5.0M |
| GTS Securities LLC | 0.19% | Add +9.3% | 25,807 | $5.0M |
| Hoxton Planning & Management, LLC | 1.61% | Reduce -13.6% | 25,672 | $5.0M |
| Red Tortoise LLC | 2.19% | Add +0.2% | 25,613 | $5.0M |
| Worth Financial Advisory Group, LLC | 2.78% | Reduce -0.2% | 25,517 | $5.0M |
| HMV Wealth Advisors, LLC | 2.73% | Reduce -1.4% | 25,495 | $5.0M |
| Tacita Capital Inc | 2.98% | Reduce -1.9% | 25,335 | $4.9M |
| SageView Advisory Group, LLC | 0.17% | Reduce -10.8% | 25,023 | $4.9M |
| Stillwater Wealth Management Group | 3.40% | — | 24,983 | $4.9M |
| Pinion Investment Advisors, LLC | 1.33% | Add +12.0% | 24,668 | $4.9M |
| Lincoln Capital Corp. | 1.73% | Reduce -35.8% | 24,715 | $4.8M |
| Savvy Advisors, Inc. | 0.22% | Add +51.3% | 24,697 | $4.8M |
| Alterna Wealth Management, Inc. | 3.95% | Reduce -8.3% | 24,672 | $4.8M |
| Fortis Capital Management LLC | 0.68% | Add +0.2% | 24,661 | $4.8M |
| RCS Financial Planning, LLC | 2.10% | Add +0.9% | 24,423 | $4.8M |
| Stanich Group LLC | 2.91% | Add +2.9% | 24,393 | $4.7M |
| Aries Wealth Management | 1.12% | Reduce -0.2% | 24,256 | $4.7M |
| Redwood Investment Management, LLC | 0.51% | Add +15.4% | 24,251 | $4.7M |
| Wealthgarden F.S. LLC | 3.35% | Reduce -20.0% | 24,030 | $4.7M |
| Simon Quick Advisors, LLC | 0.21% | No change | 23,812 | $4.6M |
| TCI Wealth Advisors, Inc. | 0.28% | Add +0.1% | 23,704 | $4.6M |
| Delos Wealth Advisors, LLC | 3.08% | Add +9.4% | 23,432 | $4.6M |
| Bridges Investment Management Inc. | 0.06% | Reduce -0.7% | 23,264 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -18.5% | 23,225 | $4.5M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +7.5% | 23,214 | $4.5M |
| Copperleaf Capital, LLC | 2.16% | Reduce -17.4% | 23,186 | $4.5M |
| Transcend Capital Advisors, LLC | 0.32% | Add +2.8% | 23,003 | $4.5M |
| Private Trust Co. NA | 0.39% | Add +1.1% | 22,596 | $4.4M |
| Triumph Capital Management | 1.18% | Add +1.6% | 22,534 | $4.4M |
| Avestar Capital, LLC | 0.31% | Reduce -15.7% | 22,498 | $4.4M |
| Cornerstone Wealth Management, LLC | 0.24% | Reduce -1.4% | 22,431 | $4.4M |
| Interchange Capital Partners, LLC | 0.85% | Reduce -12.0% | 22,389 | $4.4M |
| MorganRosel Wealth Management, LLC | 1.12% | Add +2.0% | 22,280 | $4.3M |
| Nwam LLC | 0.24% | Reduce -2.4% | 22,152 | $4.3M |
| Beacon Financial Advisory LLC | 1.00% | Add +0.1% | 22,202 | $4.3M |
| Beacon Financial Planning, Inc. | 2.22% | Reduce -1.7% | 22,004 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Reduce -6.5% | 21,914 | $4.3M |
| Boreal Capital Management LLC | 4.08% | Reduce -41.5% | 21,874 | $4.3M |
| Foundry Financial Group, Inc. | 2.22% | Reduce -67.9% | 21,721 | $4.2M |
| Ethos Financial Group, LLC | 0.33% | Reduce -26.5% | 21,464 | $4.2M |
| Elevation Point Wealth Partners, LLC | 0.29% | Reduce -40.0% | 21,210 | $4.1M |
| Concorde Asset Management, LLC | 1.72% | — | 20,993 | $4.1M |
| Embree Financial Group | 0.55% | Add +487.2% | 21,063 | $4.1M |
| Banco Santander, S.A. | 0.04% | No change | 21,040 | $4.1M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -2.2% | 21,028 | $4.1M |
| First Citizens Financial Corp | 2.01% | Add +6.5% | 20,872 | $4.1M |
| Integrated Advisors Network LLC | 0.17% | Add +4.6% | 20,867 | $4.1M |
| Cornerstone Planning Group LLC | 0.65% | Add +3151.3% | 20,613 | $4.1M |
| Bush Investment Group, LLC | 2.40% | Reduce -3.0% | 20,782 | $4.0M |
| Tme Financial, Inc. | 3.02% | Add +4.9% | 20,736 | $4.0M |
| Brookwood Investment Group LLC | 0.51% | Reduce -3.6% | 20,426 | $4.0M |
| Fifth Third Bancorp | 0.01% | Add +2.0% | 20,415 | $4.0M |
| AlTi Global, Inc. | 0.09% | Reduce -8.3% | 20,412 | $4.0M |
| Keystone Financial Group | 0.30% | Add +1.7% | 20,274 | $3.9M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -0.4% | 20,281 | $3.9M |
| Arkadios Wealth Advisors | 0.10% | Add +34.8% | 20,217 | $3.9M |
| TD Waterhouse Canada Inc. | 0.03% | Add +19.6% | 20,067 | $3.9M |
| Tyche Wealth Partners LLC | 0.69% | Add +43.2% | 20,195 | $3.9M |
| Woodmont Investment Counsel LLC | 0.26% | Reduce -2.5% | 20,127 | $3.9M |
| Retirement Wealth Solutions LLC | 2.56% | Reduce -1.8% | 20,002 | $3.9M |
| Crescent Grove Advisors, LLC | 0.37% | Reduce -8.8% | 19,712 | $3.8M |
| Market Street Wealth Management Advisors LLC | 0.61% | Reduce -1.1% | 19,628 | $3.8M |
| United Advisor Group, LLC | 0.51% | Add +1.1% | 19,497 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Add +127.5% | 19,469 | $3.8M |
| Clear Creek Financial Management, LLC | 0.33% | Add +6.5% | 19,424 | $3.8M |
| Carnegie Investment Counsel | 0.07% | Add +0.7% | 19,375 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.5% | 19,334 | $3.8M |
| WJ Wealth Management, LLC | 1.64% | Reduce -79.4% | 19,036 | $3.7M |
| Mach-1 Financial Group, LLC | 0.60% | New | 19,171 | $3.7M |
| Integrity Advisory Solutions, LLC | 0.60% | — | 19,171 | $3.7M |
| Venturi Wealth Management, LLC | 0.17% | Add +11.4% | 19,138 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -0.8% | 19,096 | $3.7M |
| Farrell Financial LLC | 2.33% | Reduce -2.1% | 19,067 | $3.7M |
| Bedel Financial Consulting, Inc. | 0.47% | Reduce -0.6% | 19,066 | $3.7M |
| Eq LLC | 1.25% | Reduce -4.5% | 18,870 | $3.7M |
| Macroview Investment Management LLC | 2.75% | Add +1.8% | 18,819 | $3.7M |
| Fullcircle Wealth LLC | 1.29% | Reduce -8.0% | 18,759 | $3.6M |
| ORG Partners LLC | 0.68% | Add +123.8% | 18,244 | $3.6M |
| Providence First Trust Co | 1.26% | Reduce -0.4% | 18,747 | $3.6M |
| Fluent Financial, LLC | 1.43% | Add +3.5% | 18,735 | $3.6M |
| Signal Advisors Wealth, LLC | 0.33% | Reduce -10.8% | 18,707 | $3.6M |
| Mayfair Advisory Group, LLC | 1.56% | Add +0.1% | 18,659 | $3.6M |
| CFM Wealth Partners LLC | 0.52% | Add +2.7% | 18,447 | $3.6M |
| HB Wealth Management, LLC | 0.02% | Add +256.4% | 18,196 | $3.5M |
| Elevate Capital Advisors, LLC | 2.46% | Add +14.7% | 18,122 | $3.5M |
| Mather Group, Llc. | 0.04% | Reduce -26.4% | 17,938 | $3.5M |
| Benjamin Edwards Inc. | 0.04% | Reduce -7.9% | 17,831 | $3.5M |
| LifePlan Investment Advisors, Inc. | 1.45% | Reduce -8.3% | 17,746 | $3.5M |
| Regimen Wealth, LLC | 1.01% | Add +0.6% | 17,517 | $3.4M |
| Blalock Williams, LLC | 2.98% | Reduce -7.9% | 17,490 | $3.4M |
| Delta Wealth Advisors LLC | 2.62% | Reduce -7.7% | 17,205 | $3.3M |
| Clearview Wealth Advisors LLC | 2.14% | Add +4.8% | 17,193 | $3.3M |
| BridgePort Financial Solutions, LLC | 0.90% | Reduce -17.6% | 17,142 | $3.3M |
| A4 Wealth Advisors LLC | 2.80% | — | 17,102 | $3.3M |
| BCU Wealth Advisors, LLC | 1.34% | Reduce -6.1% | 17,072 | $3.3M |
| Robinson Smith Wealth Advisors LLC | 2.37% | Reduce -0.7% | 17,007 | $3.3M |
| B.O.S.S. Retirement Advisors, LLC | 0.79% | Add +101.7% | 16,890 | $3.3M |
| Sollinda Capital Management LLC | 0.90% | Reduce -12.9% | 16,886 | $3.3M |
| Founders Financial Securities LLC | 0.22% | Reduce -58.6% | 16,848 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +0.7% | 16,646 | $3.2M |
| Wells Financial Advisors INC | 4.33% | Reduce -2.6% | 16,643 | $3.2M |
| Absolute Capital Management, LLC | 1.37% | Reduce -6.9% | 16,487 | $3.2M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -2.4% | 16,346 | $3.2M |
| Dakota Wealth Management | 0.06% | Reduce -4.3% | 16,300 | $3.2M |
| Ridgeline Wealth, LLC | 2.33% | Reduce -0.8% | 16,201 | $3.2M |
| Ieq Capital, LLC | 0.01% | Add +86.8% | 16,164 | $3.1M |
| Commonwealth Retirement Investments LLC | 1.06% | Reduce -18.3% | 16,076 | $3.1M |
| Flputnam Investment Management Co. | 0.05% | Reduce -1.1% | 16,036 | $3.1M |
| Bulltick Wealth Management, LLC | 0.73% | Reduce -14.5% | 15,912 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +1.3% | 15,796 | $3.1M |
| Acorn Wealth Advisors, LLC | 0.96% | Add +14.1% | 15,687 | $3.1M |
| WealthPLAN Partners, LLC | 0.46% | Reduce -10.5% | 15,619 | $3.0M |
| First Heartland Consultants, Inc. | 0.24% | Reduce -16.5% | 15,593 | $3.0M |
| Keystone Wealth Services, LLC | 0.66% | Reduce -48.4% | 15,576 | $3.0M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -0.8% | 15,514 | $3.0M |
| NorthRock Partners, LLC | 0.05% | Reduce -1.3% | 15,441 | $3.0M |
| J Hagan Capital, Inc. | 1.81% | Add +9.1% | 15,368 | $3.0M |
| Tortoise Investment Management, LLC | 0.27% | Add +5.6% | 15,319 | $3.0M |
| Wharton Business Group, LLC | 0.13% | Reduce -0.8% | 1,201,504 | $3.0M |
| BlackDiamond Wealth Management, LLC | 1.62% | Reduce -0.5% | 15,298 | $3.0M |
| Carr Financial Group Corp | 0.81% | Add +1.3% | 15,226 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Reduce -1.7% | 15,223 | $3.0M |
| Sutton Place Investors LLC | 1.69% | Reduce -12.9% | 15,209 | $3.0M |
| QRG Capital Management, Inc. | 0.04% | Add +81.5% | 15,192 | $3.0M |
| Bessemer Group Inc. | 0.00% | Add +169.1% | 15,146 | $2.9M |
| Quent Capital, LLC | 0.24% | Reduce -0.8% | 15,013 | $2.9M |
| Mission Wealth Management, LP | 0.06% | Add +1.5% | 14,913 | $2.9M |
| Aspire Private Capital, LLC | 0.64% | Reduce -11.3% | 14,884 | $2.9M |
| Avalon Capital Management | 0.70% | Reduce -49.7% | 14,760 | $2.9M |
| Millington Financial Advisors, LLC | 1.39% | Reduce -32.4% | 14,827 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Add +114.9% | 14,692 | $2.9M |
| 10Elms LLP | 2.95% | Reduce -4.8% | 14,654 | $2.9M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Add +0.3% | 14,597 | $2.8M |
| Smartleaf Asset Management LLC | 0.17% | Reduce -40.2% | 14,543 | $2.8M |
| Elk River Wealth Management LLC | 0.45% | No change | 14,450 | $2.8M |
| Marks Group Wealth Management, Inc | 0.26% | Reduce -0.9% | 14,443 | $2.8M |
| Thrive Wealth Management, LLC | 0.42% | Add +4.4% | 14,387 | $2.8M |
| Flywheel Private Wealth LLC | 2.17% | Add +1.8% | 14,300 | $2.8M |
| Edge Financial Advisors LLC | 1.24% | Reduce -5.4% | 14,273 | $2.8M |
| Alpha Zero LLC | 1.61% | Reduce -0.5% | 14,255 | $2.8M |
| Everpar Advisors LLC | 1.09% | Add +22.9% | 14,226 | $2.8M |
| Brighton Jones LLC | 0.07% | Reduce -2.3% | 14,152 | $2.8M |
| Provident Investment Management, Inc. | 0.24% | Reduce -1.1% | 14,115 | $2.7M |
| Vantage Point Financial LLC | 1.05% | Add +5.3% | 13,907 | $2.7M |
| Gryphon Financial Partners LLC | 0.31% | Reduce -0.6% | 13,882 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.51% | Reduce -45.9% | 13,820 | $2.7M |
| Keel Point, LLC | 0.17% | Add +37.0% | 13,818 | $2.7M |
| Greenleaf Trust | 0.02% | Reduce -9.7% | 13,745 | $2.7M |
| Northwest Capital Management Inc | 2.81% | Reduce -31.4% | 13,737 | $2.7M |
| Freestone Capital Holdings, LLC | 0.08% | Reduce -0.4% | 13,731 | $2.7M |
| W Advisors, LLC | 1.40% | Reduce -6.0% | 13,687 | $2.7M |
| Private Client Services, LLC | 0.89% | Reduce -0.4% | 13,672 | $2.7M |
| WBH Advisory Inc. | 0.20% | Reduce -72.2% | 13,600 | $2.6M |
| Gotham Asset Management | 0.01% | Add +112.7% | 13,469 | $2.6M |
| Evergreen Capital Management LLC | 0.06% | Add +51.5% | 13,186 | $2.6M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -13.7% | 13,143 | $2.6M |
| Almanack Investment Partners, LLC. | 0.39% | Add +0.4% | 13,062 | $2.5M |
| Tradewinds, LLC. | 0.62% | Reduce -15.7% | 13,008 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.48% | Reduce -2.9% | 12,913 | $2.5M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -2.5% | 12,589 | $2.5M |
| Midwest Heritage Bank, FSB | 0.89% | Add +0.1% | 12,872 | $2.5M |
| Merkkuri Wealth Advisors LLC | 1.80% | Reduce -17.3% | 12,774 | $2.5M |
| Yukon Wealth Management, Inc. | 0.81% | Reduce -1.5% | 12,743 | $2.5M |
| ADG Wealth Management Group, LLC | 1.97% | Add +13.4% | 12,719 | $2.5M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -4.2% | 12,639 | $2.5M |
| Creative Financial Designs Inc. | 0.17% | Reduce -24.2% | 12,632 | $2.5M |
| GC Wealth Management RIA, LLC | 0.08% | Add +60.7% | 12,514 | $2.4M |
| Institute for Wealth Management, LLC. | 0.25% | Reduce -11.6% | 12,486 | $2.4M |
| Frisch Financial Group, Inc. | 0.56% | New | 12,467 | $2.4M |
| Tempus Wealth Planning, LLC | 0.55% | Add +1.5% | 12,302 | $2.4M |
| Financial Advocates Investment Management | 1.32% | Reduce -89.3% | 12,028 | $2.3M |
| BigSur Wealth Management LLC | 0.57% | No change | 12,000 | $2.3M |
| Bestgate Wealth Advisors, LLC | 4.12% | Add +1.2% | 11,990 | $2.3M |
| TFC Financial Management, Inc. | 0.30% | Reduce -0.1% | 11,923 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.14% | Add +20.4% | 11,912 | $2.3M |
| Fort Sheridan Advisors LLC | 0.30% | Add +5.0% | 11,809 | $2.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.27% | Add +6.3% | 11,676 | $2.3M |
| Boyum Wealth Architects LLC | 1.40% | Reduce -2.9% | 11,651 | $2.3M |
| Moneco Advisors, LLC | 0.19% | Reduce -36.9% | 11,648 | $2.3M |
| Tranquility Partners, LLC | 0.76% | Reduce -0.2% | 11,589 | $2.3M |
| First International Bank of Israel Ltd. | 1.27% | Add +21.5% | 11,471 | $2.2M |
| Activest Wealth Management | 0.45% | Add +1661.4% | 11,361 | $2.2M |
| Clarendon Private LLC | 1.99% | Add +7.2% | 11,280 | $2.2M |
| YHB Investment Advisors, Inc. | 0.16% | Reduce -1.1% | 11,252 | $2.2M |
| Sovereign Financial Group, Inc. | 0.41% | Reduce -15.5% | 11,168 | $2.2M |
| Two West Capital Advisors LLC | 1.31% | Reduce -18.8% | 11,019 | $2.2M |
| Argent Trust Co | 0.08% | Reduce -9.1% | 11,108 | $2.2M |
| Wedbush Securities Inc. | 0.07% | Add +3.9% | 11,074 | $2.2M |
| Patten & Patten Inc. | 0.13% | New | 11,047 | $2.1M |
| Elevated Capital Advisors, LLC | 0.53% | Reduce -11.3% | 11,030 | $2.1M |
| WealthTrak Capital Management LLC | 1.77% | Reduce -2.6% | 11,028 | $2.1M |
| MKT Advisors LLC | 0.80% | Reduce -16.6% | 10,949 | $2.1M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +1.1% | 11,015 | $2.1M |
| Milestone Asset Management, LLC | 0.41% | Add +100.8% | 11,012 | $2.1M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.1M |
| Emergent Wealth Advisors, LLC | 1.24% | Add +2.0% | 10,994 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | Reduce -26.0% | 10,951 | $2.1M |
| RMR Capital Management, LLC | 1.49% | Reduce -1.4% | 10,942 | $2.1M |
| Vontobel Holding Ltd. | 0.01% | Add +8.8% | 10,875 | $2.1M |
| Talisman Wealth Advisors LLC | 1.75% | Add +15.1% | 10,859 | $2.1M |
| Hansen & Associates Financial Group, Inc. | 0.88% | New | 10,703 | $2.1M |
| Ellis Investment Partners, LLC | 0.38% | Reduce -2.9% | 10,752 | $2.1M |
| HORAN Wealth, LLC | 0.33% | Add +309.9% | 10,625 | $2.1M |
| WealthPlan Investment Management, LLC | 0.14% | Reduce -72.7% | 10,502 | $2.0M |
| Verdence Capital Advisors LLC | 0.12% | Add +0.8% | 10,216 | $2.0M |
| Essex Financial Services, Inc. | 0.12% | Reduce -0.1% | 10,366 | $2.0M |
| Raleigh Capital Management Inc. | 0.76% | Reduce -15.7% | 10,308 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -76.3% | 10,296 | $2.0M |
| Betterment LLC | 0.00% | Reduce -1.2% | 10,288 | $2.0M |
| Smart Money Group LLC | 0.59% | New | 10,288 | $2.0M |
| PFG Investments, LLC | 0.10% | Reduce -4.3% | 10,225 | $2.0M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +14.7% | 10,220 | $2.0M |
| Trademark Financial Management, LLC | 1.15% | Reduce -35.7% | 10,187 | $2.0M |
| Alta Wealth Advisors LLC | 0.70% | Add +0.2% | 10,110 | $2.0M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -4.4% | 10,043 | $2.0M |
| Alteri Wealth LLC | 0.67% | Add +0.1% | 10,037 | $2.0M |
| Raab & Moskowitz Asset Management LLC | 0.44% | Add +46.4% | 10,034 | $2.0M |
| Meridian Wealth Management, LLC | 0.07% | Add +49.5% | 10,020 | $1.9M |
| Global Financial Private Client, LLC | 0.69% | Reduce -6.7% | 9,976 | $1.9M |
| Maripau Wealth Management LLC | 0.97% | Reduce -26.3% | 9,952 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -71.2% | 9,949 | $1.9M |
| Money Concepts Capital Corp. | 0.12% | Reduce -61.4% | 9,852 | $1.9M |
| Fairvoy Private Wealth, LLC | 0.43% | Reduce -1.2% | 9,817 | $1.9M |
| Burton Enright Welch | 0.29% | Reduce -0.4% | 9,791 | $1.9M |
| Portus Wealth Advisors, LLC | 1.89% | — | 9,755 | $1.9M |
| Moulton Wealth Management, Inc. | 1.38% | Add +6.8% | 9,743 | $1.9M |
| Syntax Research, Inc. | 1.20% | Reduce -0.7% | 9,569 | $1.9M |
| Abel Hall, LLC | 0.75% | Reduce -0.5% | 9,565 | $1.9M |
| Colton Groome Financial Advisors, LLC | 0.57% | Reduce -4.6% | 9,558 | $1.9M |
| Accelerate Investment Advisors LLC | 1.26% | Reduce -11.8% | 9,547 | $1.9M |
| Level Financial Advisors | 0.52% | Reduce -5.7% | 9,513 | $1.9M |
| Matauro, LLC | 0.29% | Reduce -1.3% | 9,505 | $1.8M |
| Diversified Enterprises, LLC | 0.12% | Add +0.1% | 9,438 | $1.8M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -11.6% | 9,399 | $1.8M |
| KCM Investment Advisors LLC | 0.06% | Add +0.1% | 9,348 | $1.8M |
| Soltis Investment Advisors LLC | 0.13% | Add +22.9% | 9,321 | $1.8M |
| Ridgeline Wealth Planning, LLC | 1.34% | Reduce -8.9% | 9,179 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.76% | Add +1.2% | 9,179 | $1.8M |
| LexAurum Advisors, LLC | 0.25% | Reduce -12.3% | 9,021 | $1.8M |
| Mainstream Capital Management LLC | 1.17% | Reduce -0.3% | 9,011 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +11.2% | 8,998 | $1.8M |
| Shore Point Advisors, LLC | 0.77% | Add +4.5% | 8,981 | $1.7M |
| Syntegra Private Wealth Group, LLC | 0.16% | Reduce -5.2% | 8,968 | $1.7M |
| Balance Wealth Partners LLC | 0.43% | Reduce -39.6% | 8,966 | $1.7M |
| Mattern Wealth Management LLC | 0.35% | Reduce -6.3% | 8,914 | $1.7M |
| Richmond Investment Services, LLC | 0.32% | Reduce -3.9% | 8,905 | $1.7M |
| Cooper Financial Group | 0.19% | Add +4.1% | 8,883 | $1.7M |
| Belpointe Asset Management LLC | 0.07% | Add +109.6% | 8,866 | $1.7M |
| Glen Eagle Advisors, LLC | 0.24% | Add +34.1% | 8,836 | $1.7M |
| Catalina Capital Group, LLC | 1.05% | Add +5.8% | 8,776 | $1.7M |
| Hutchens & Kramer Investment Management Group, LLC | 0.67% | Reduce -10.8% | 8,757 | $1.7M |
| Retirement Planning Group, LLC / NY | 1.26% | Add +0.2% | 8,629 | $1.7M |
| Bailard, Inc. | 0.04% | Add +0.3% | 8,604 | $1.7M |
| Haverford Financial Services, Inc. | 0.47% | Add +5.0% | 8,550 | $1.7M |
| Vision Capital Management, Inc. | 0.21% | Reduce -9.8% | 8,550 | $1.7M |
| Caliber Wealth Management, LLC / KS | 0.18% | Add +2.4% | 8,516 | $1.7M |
| Midwestern Financial, LLC | 1.42% | Reduce -24.2% | 8,480 | $1.6M |
| Richard P Slaughter Associates Inc | 0.36% | Reduce -42.7% | 8,473 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.21% | Add +0.0% | 8,460 | $1.6M |
| Lifeworks Advisors, LLC | 0.22% | Reduce -6.4% | 8,425 | $1.6M |
| Marshall Financial Group, LLC | 0.32% | Reduce -7.7% | 8,413 | $1.6M |
| Arcadia Wealth Management, LLC | 0.65% | Reduce -3.9% | 8,398 | $1.6M |
| USAdvisors Wealth Management, LLC | 0.56% | Reduce -0.4% | 8,395 | $1.6M |
| World Equity Group, Inc. | 0.37% | Add +7.2% | 8,305 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -12.1% | 8,255 | $1.6M |
| Retirement Planning Group, LLC | 0.06% | Reduce -2.4% | 8,199 | $1.6M |
| Schrum Private Wealth Management LLC | 1.16% | Add +1.6% | 8,167 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.03% | Add +0.2% | 8,152 | $1.6M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -0.9% | 8,149 | $1.6M |
| Brady Martz Wealth Solutions, LLC | 0.29% | No change | 8,075 | $1.6M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 8,034 | $1.6M |
| RDA Financial Network | 0.39% | Reduce -43.4% | 8,033 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -1.2% | 8,020 | $1.6M |
| Sound Income Strategies, LLC | 0.09% | Add +11.6% | 7,948 | $1.6M |
| Magnus Financial Group LLC | 0.12% | Reduce -55.3% | 7,955 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +4.3% | 7,931 | $1.5M |
| Insigneo Advisory Services, LLC | 0.11% | Add +118.1% | 7,912 | $1.5M |
| Atlatl Advisers LLC | 0.61% | Reduce -1.2% | 7,903 | $1.5M |
| Benningfield Financial Advisors, LLC | 1.20% | Reduce -0.4% | 7,789 | $1.5M |
| JFS Wealth Advisors, LLC | 0.09% | Add +1.1% | 7,749 | $1.5M |
| MSH Capital Advisors LLC | 0.40% | Reduce -16.5% | 7,734 | $1.5M |
| CPC Advisors, LLC | 0.16% | Add +4.5% | 7,724 | $1.5M |
| Avantra Family Wealth, Inc. | 1.12% | New | 7,674 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | No change | 7,669 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +69.4% | 7,650 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -3.6% | 7,622 | $1.5M |
| Flagstar Securities, Inc. | 0.45% | Reduce -24.1% | 7,606 | $1.5M |
| StoneX Group Inc. | 0.06% | Add +4.5% | 7,561 | $1.5M |
| Total Clarity Wealth Management, Inc. | 0.39% | Reduce -10.2% | 7,532 | $1.5M |
| Allen Capital Group, LLC | 0.14% | No change | 7,504 | $1.5M |
| New Republic Capital, LLC | 0.45% | Reduce -4.2% | 7,493 | $1.5M |
| Marshall & Sterling Wealth Advisors Inc. | 0.93% | Reduce -23.7% | 7,472 | $1.4M |
| Ackerman Capital Advisors, LLC | 0.30% | Reduce -1.9% | 7,427 | $1.4M |
| MBE Wealth Management, LLC | 0.62% | Reduce -1.7% | 7,378 | $1.4M |
| Financial Insights, Inc. | 0.48% | Reduce -3.3% | 7,378 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.75% | Reduce -5.0% | 7,369 | $1.4M |
| Capital Investment Counsel, LLC | 0.21% | Add +79.5% | 7,326 | $1.4M |
| LGT Financial Advisors LLC | 3.07% | Add +9.0% | 7,320 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.9% | 7,300 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +20.6% | 7,278 | $1.4M |
| WT Wealth Management | 0.41% | Add +4.3% | 7,261 | $1.4M |
| IFS Group,LLC | 1.24% | — | 7,179 | $1.4M |
| Latitude Advisors, LLC | 0.64% | Add +4.8% | 7,196 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +14.0% | 7,176 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.0% | 7,172 | $1.4M |
| Investors Research Corp | 0.26% | Add +7.5% | 7,156 | $1.4M |
| Fortress Private Ledger, LLC | 0.51% | Reduce -2.6% | 7,148 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.10% | Add +895.3% | 7,146 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.12% | No change | 7,142 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.82% | Reduce -0.1% | 7,124 | $1.4M |
| Financial Gravity Asset Management, Inc. | 0.27% | — | 7,070 | $1.4M |
| First Financial Bank - Trust Division | 0.12% | Reduce -2.2% | 7,066 | $1.4M |
| JT Stratford LLC | 0.18% | Reduce -18.7% | 6,957 | $1.4M |
| Opulen Financial Group LLC | 1.02% | Reduce -0.3% | 6,900 | $1.3M |
| Drive Wealth Management, LLC | 0.28% | Reduce -31.2% | 6,899 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Reduce -2.5% | 6,894 | $1.3M |
| Ardent Capital Management, Inc. | 0.57% | No change | 6,874 | $1.3M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -23.5% | 6,835 | $1.3M |
| FWG Investments, LLC. | 0.91% | Add +18.2% | 6,833 | $1.3M |
| Cowa, LLC | 0.47% | Add +17.0% | 6,822 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -87.0% | 6,776 | $1.3M |
| Resurgent Financial Advisors LLC | 0.65% | Reduce -27.8% | 6,751 | $1.3M |
| Silverlake Wealth Management LLC | 0.32% | Reduce -55.8% | 6,732 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | Reduce -1.4% | 6,653 | $1.3M |
| Lake Street Private Wealth, LLC | 0.17% | Add +0.2% | 6,613 | $1.3M |
| Bernardo Wealth Planning LLC | 0.25% | Add +0.0% | 6,611 | $1.3M |
| Hobbs Group Advisors, LLC | 0.40% | Reduce -36.0% | 6,577 | $1.3M |
| Nikulski Financial, Inc. | 0.32% | Reduce -4.0% | 6,574 | $1.3M |
| Noble Wealth Management PBC | 0.68% | — | 6,567 | $1.3M |
| Saiph Capital, LLC | 0.46% | Add +0.1% | 6,563 | $1.3M |
| Lloyd Advisory Services, LLC. | 0.60% | Add +4.5% | 6,556 | $1.3M |
| Semus Wealth Partners LLC | 0.72% | Reduce -1.6% | 6,548 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -84.8% | 6,530 | $1.3M |
| Ehrlich Financial Group | 0.75% | Reduce -0.8% | 6,513 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -0.1% | 6,500 | $1.3M |
| L & S Advisors Inc | 0.14% | Add +6.8% | 6,486 | $1.3M |
| Dentgroup LLC | 0.81% | Add +8.7% | 6,476 | $1.3M |
| Tarbox Family Office, Inc. | 0.18% | Reduce -63.6% | 6,418 | $1.2M |
| LPWM LLC | 0.33% | Add +2.2% | 6,277 | $1.2M |
| Meridian Investment Counsel Inc. | 0.30% | No change | 6,234 | $1.2M |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +9.9% | 6,205 | $1.2M |
| Advisors Capital Management, LLC | 0.02% | Add +2.2% | 6,182 | $1.2M |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -2.5% | 6,172 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 6,142 | $1.2M |
| Riverchase Wealth Management, LLC | 0.67% | Reduce -8.9% | 6,119 | $1.2M |
| Empire Life Investments Inc. | 0.07% | No change | 6,100 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Add +0.1% | 6,082 | $1.2M |
| Cloverfields Capital Group, LP | 0.37% | No change | 6,078 | $1.2M |
| Visionary Wealth Advisors | 0.06% | Add +0.7% | 6,061 | $1.2M |
| Brass Tax Wealth Management, Inc. | 0.19% | Reduce -0.8% | 6,029 | $1.2M |
| PKS Advisory Services, LLC | 0.27% | Add +88.2% | 6,012 | $1.2M |
| Wealth Dimensions Group, Ltd. | 0.24% | Reduce -3.4% | 6,001 | $1.2M |
| YANKCOM Partnership | 0.53% | No change | 6,000 | $1.2M |
| Abundance Wealth Counselors | 0.20% | Reduce -0.9% | 5,998 | $1.2M |
| Accredited Investor Services, LLC | 0.80% | Reduce -0.6% | 5,994 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +25.6% | 5,949 | $1.2M |
| Claris Financial LLC | 0.66% | Add +68.9% | 5,934 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -63.7% | 5,904 | $1.1M |
| GatePass Capital, LLC | 0.67% | Add +27.3% | 5,878 | $1.1M |
| Seneschal Advisors, LLC | 0.83% | Reduce -2.6% | 5,877 | $1.1M |
| MN Wealth Advisors, LLC | 0.61% | Reduce -12.1% | 5,871 | $1.1M |
| Pines Wealth Management, LLC | 0.38% | Add +0.2% | 5,869 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.26% | Reduce -3.4% | 5,857 | $1.1M |
| Allegheny Financial Group | 0.21% | Reduce -3.5% | 5,836 | $1.1M |
| Ipsen Advisor Group LLC | 0.82% | Reduce -3.1% | 5,834 | $1.1M |
| Glenview Trust Co | 0.02% | Add +5.7% | 5,822 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.37% | Add +24.9% | 5,803 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Reduce -5.5% | 5,798 | $1.1M |
| MFA Wealth Services | 0.78% | Add +5.1% | 5,788 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.08% | Add +1.2% | 5,755 | $1.1M |
| Ergawealth Advisors, Inc. | 0.52% | Add +0.2% | 5,721 | $1.1M |
| Quantum Portfolio Management LLC | 0.33% | Add +82.5% | 5,683 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Add +0.5% | 5,674 | $1.1M |
| Meridian Financial Partners LLC | 0.46% | Add +0.8% | 5,587 | $1.1M |
| Manning & Napier Advisors LLC | 0.01% | Add +122.0% | 5,621 | $1.1M |
| Sound Financial Strategies Group, LLC | 0.80% | Add +10100.0% | 5,610 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Reduce -99.8% | 5,606 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Reduce -1.9% | 5,563 | $1.1M |
| Violich Capital Management, Inc. | 0.13% | Add +0.7% | 5,540 | $1.1M |
| Diversified Trust Co. | 0.02% | Reduce -3.1% | 5,521 | $1.1M |
| Altfest L J & Co. Inc. | 0.12% | Reduce -79.0% | 5,504 | $1.1M |
| Empirical Asset Management, LLC | 0.30% | Reduce -9.0% | 5,501 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -27.3% | 5,470 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.2% | 5,463 | $1.1M |
| Strait & Sound Wealth Management LLC | 0.41% | Add +12.0% | 5,460 | $1.1M |
| Kellett Wealth Advisors, LLC | 0.64% | Add +2.4% | 5,459 | $1.1M |
| Raub Brock Capital Management LP | 0.23% | Add +22.4% | 5,404 | $1.1M |
| Investment Advisory Group, LLC | 0.29% | Add +0.0% | 5,393 | $1.0M |
| Houlihan Financial Resource Group, Ltd. | 0.92% | Reduce -53.3% | 5,388 | $1.0M |
| FRG Family Wealth Advisors LLC | 0.17% | Add +8.8% | 5,380 | $1.0M |
| GK Wealth Management LLC | 0.77% | Reduce -6.2% | 5,309 | $1.0M |
| Wise Wealth Partners | 1.56% | Reduce -1.4% | 5,258 | $1.0M |
| First American Bank | 0.06% | Add +3.6% | 5,252 | $1.0M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +0.0% | 5,269 | $1.0M |
| Insight Inv LLC | 0.60% | New | 5,226 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -11.4% | 5,165 | $1.0M |
| Inspire Advisors, LLC | 0.10% | Add +30.0% | 5,220 | $1.0M |
| Maridea Wealth Management LLC | 0.16% | Add +27.2% | 5,185 | $1.0M |
| FLP Wealth Management, LLC | 2.85% | Reduce -25.9% | 5,208 | $1.0M |
| InTrack Investment Management Inc | 0.60% | Add +7.9% | 5,200 | $1.0M |
| Wolff Financial Management LLC | 0.23% | Reduce -0.5% | 5,166 | $1.0M |
| Aprio Wealth Management, LLC | 0.10% | Reduce -1.2% | 5,166 | $1.0M |
| Trust Co. of Toledo NA | 0.10% | Reduce -1.9% | 5,148 | $1.0M |
| Advyzon Investment Management, LLC | 0.17% | Add +51.6% | 5,138 | $999K |
| First Manhattan Co. Llc. | 0.00% | Reduce -8.3% | 5,132 | $998K |
| Bogart Wealth, LLC | 0.04% | Reduce -98.8% | 5,108 | $993K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +13.9% | 5,052 | $982K |
| Altus Wealth Group LLC | 0.40% | Reduce -0.1% | 5,035 | $979K |
| Imprint Wealth LLC | 3.13% | — | 5,020 | $976K |
| Coordinated Financial Services, Inc. | 0.63% | Reduce -7.6% | 4,954 | $964K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -1.8% | 4,944 | $962K |
| Pasadena Private Wealth, LLC | 0.14% | Reduce -2.2% | 4,932 | $959K |
| Kelly Financial Group LLC | 0.25% | Add +0.4% | 4,931 | $959K |
| Destiny Wealth Partners, LLC | 0.12% | Add +8.0% | 4,931 | $959K |
| Evolution Wealth Management Inc. | 0.98% | Reduce -7.3% | 4,911 | $955K |
| FLC Capital Advisors | 0.18% | Reduce -3.0% | 4,827 | $939K |
| Americana Partners, LLC | 0.03% | Add +1.8% | 4,822 | $938K |
| PUREfi Wealth, LLC | 0.72% | Reduce -9.1% | 4,816 | $937K |
| WASHINGTON TRUST Co | 0.03% | No change | 4,815 | $937K |
| Rainier Family Wealth Inc. | 0.83% | No change | 4,770 | $928K |
| Mattern Capital Management, LLC | 0.11% | Reduce -0.2% | 4,763 | $926K |
| Calamos Wealth Management LLC | 0.03% | Add +55.5% | 4,738 | $921K |
| Ibex Wealth Advisors | 0.09% | Add +1.5% | 4,710 | $916K |
| Principal Financial Group Inc. | 0.00% | Reduce -72.3% | 4,701 | $914K |
| Alpha Financial Partners LLC | 0.59% | Reduce -22.9% | 4,692 | $913K |
| Evoke Wealth, LLC | 0.02% | Add +68.1% | 4,663 | $907K |
| VestGen Investment Management | 0.55% | Reduce -11.2% | 4,663 | $907K |
| Vanguard Group Inc. | 0.00% | Add +18.6% | 4,654 | $905K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.9% | 4,651 | $905K |
| Fortis Capital Advisors, LLC | 0.14% | New | 4,646 | $904K |
| Soundwatch Capital LLC | 0.14% | Reduce -99.8% | 4,620 | $899K |
| GWN Securities Inc. | 0.21% | Reduce -35.5% | 4,567 | $895K |
| Renaissance Technologies | 0.00% | New | 4,600 | $895K |
| Sonoma Private Wealth LLC | 1.07% | Reduce -1.1% | 4,586 | $892K |
| Continuum Advisory, LLC | 0.09% | Reduce -6.8% | 4,581 | $891K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.7% | 4,518 | $879K |
| Legacy Trust | 0.17% | Add +10.9% | 4,516 | $878K |
| Fulcrum Equity Management | 0.88% | Add +0.7% | 4,491 | $873K |
| Lebenthal Global Advisors, LLC | 0.15% | Reduce -3.3% | 4,456 | $867K |
| Trace Wealth Advisors, LLC | 0.64% | No change | 4,434 | $862K |
| Beck Capital Management, LLC | 0.20% | Reduce -4.6% | 4,387 | $853K |
| Gilliland Jeter Wealth Management LLC | 0.26% | Add +6.6% | 4,380 | $852K |
| Investment Research Partners LLC | 0.38% | — | 4,292 | $851K |
| Strategic Financial Concepts, LLC | 0.12% | Add +0.4% | 4,367 | $849K |
| Valeo Financial Advisors, LLC | 0.02% | Add +7.0% | 4,339 | $844K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -1.0% | 4,337 | $844K |
| D'Orazio & Associates, Inc. | 0.11% | Add +0.0% | 4,330 | $842K |
| Commerce Bank | 0.00% | Add +15.2% | 4,329 | $842K |
| Blue Capital, Inc. | 0.63% | New | 4,326 | $841K |
| RHS Financial, LLC | 0.43% | Reduce -13.8% | 4,309 | $838K |
| Family Wealth Partners, LLC | 0.31% | Add +9.9% | 4,274 | $831K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -56.0% | 4,267 | $830K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +37.4% | 4,253 | $827K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 4,220 | $821K |
| FineMark National Bank & Trust | 0.03% | Add +2.6% | 4,147 | $807K |
| Oregon Pacific Wealth Management, LLC | 0.69% | Add +38.3% | 4,133 | $804K |
| International Assets Investment Management, LLC | 0.06% | No change | 4,307 | $790K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.4% | 4,033 | $784K |
| New England Professional Planning Group Inc. | 0.36% | Add +0.2% | 4,022 | $782K |
| SouthState Bank Corp | 0.04% | Reduce -52.0% | 4,002 | $778K |
| Boston Trust Walden Corp | 0.01% | Add +15.5% | 4,002 | $778K |
| Advisory Alpha, LLC | 0.02% | Add +1.5% | 3,954 | $777K |
| Uptick Partners, LLC | 0.20% | Add +25.0% | 3,970 | $772K |
| Paulson Wealth Management Inc. | 0.18% | Reduce -6.1% | 3,965 | $771K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -98.0% | 3,964 | $771K |
| HCR Wealth Advisors | 0.08% | Add +0.8% | 3,919 | $770K |
| OneAscent Family Office, LLC | 0.62% | Reduce -24.2% | 3,939 | $766K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +16.6% | 3,936 | $766K |
| Wilkins Miller Wealth Management, LLC | 0.47% | Add +0.2% | 3,929 | $764K |
| Pinnacle Family Advisors, LLC | 0.33% | Add +0.0% | 3,928 | $764K |
| Moors & Cabot, Inc. | 0.03% | Add +9.9% | 3,920 | $762K |
| Euro Pacific Asset Management, LLC | 0.09% | Add +9.8% | 3,920 | $762K |
| Cherry Tree Wealth Management, LLC | 0.17% | Reduce -3.3% | 3,910 | $760K |
| Transamerica Financial Advisors, LLC | 0.06% | New | 3,895 | $758K |
| True North Advisors, LLC | 0.12% | No change | 3,886 | $756K |
| Allie Family Office LLC | 0.36% | Add +2.8% | 3,862 | $751K |
| Fulton Bank, N.A. | 0.03% | No change | 3,860 | $751K |
| Novus Advisors, LLC | 1.72% | Reduce -14.3% | 3,856 | $750K |
| NCM Capital Management, LLC | 0.29% | No change | 3,839 | $747K |
| Genesis Wealth Advisors, LLC | 0.52% | No change | 3,758 | $731K |
| Tred Avon Family Wealth, LLC | 0.25% | — | 3,730 | $725K |
| Ballentine Partners, LLC | 0.01% | Reduce -3.5% | 3,706 | $721K |
| Moss Adams Wealth Advisors LLC | 0.06% | Add +0.3% | 3,699 | $719K |
| Firestone Capital Management | 0.16% | Add +0.2% | 3,696 | $719K |
| Warren Street Wealth Advisors, LLC | 0.21% | Add +1.7% | 3,625 | $705K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -0.1% | 3,622 | $704K |
| 4J Wealth Management LLC | 0.41% | Reduce -5.3% | 3,607 | $702K |
| Squarepoint Ops LLC | 0.00% | Reduce -24.4% | 3,589 | $698K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -56.2% | 3,589 | $698K |
| Northside Capital Management, LLC | 0.06% | No change | 3,582 | $697K |
| White Lighthouse Investment Management Inc. | 0.11% | Add +6.2% | 3,571 | $695K |
| BAM Wealth Management, LLC | 0.54% | — | 3,561 | $693K |
| Turtle Creek Wealth Advisors, LLC | 0.06% | New | 3,549 | $690K |
| MBL Wealth, LLC | 0.06% | Reduce -1.4% | 3,515 | $684K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2239.3% | 3,509 | $683K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,499 | $681K |
| TFR Capital, LLC. | 0.23% | No change | 3,477 | $676K |
| Olde Wealth Management, LLC | 0.21% | — | 3,427 | $671K |
| Fiduciary Alliance LLC | 0.04% | Add +2.8% | 3,437 | $668K |
| Painted Porch Advisors LLC | 0.25% | No change | 3,433 | $668K |
| Davidson Trust Co. | 0.28% | Add +11.2% | 3,431 | $667K |
| Fortress Financial Group, LLC | 0.51% | Add +0.3% | 3,424 | $666K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $661K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -11.6% | 3,399 | $661K |
| Palisade Asset Management, LLC | 0.06% | Add +0.2% | 3,365 | $654K |
| Procyon Advisors, LLC | 0.04% | Add +3.3% | 3,350 | $652K |
| Ascentis Wealth Management, LLC | 0.15% | Add +688.5% | 3,288 | $640K |
| Novem Group | 0.08% | Reduce -79.8% | 3,277 | $637K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -3.6% | 3,260 | $634K |
| Vermillion & White Wealth Management Group, LLC | 0.36% | Reduce -0.8% | 3,250 | $632K |
| Indie Asset Partners, LLC | 0.84% | Add +85.1% | 3,230 | $628K |
| Integral Investment Advisors, Inc. | 0.17% | Reduce -3.4% | 3,217 | $626K |
| Sachetta, LLC | 0.23% | No change | 3,209 | $624K |
| Cary Street Partners Investment Advisory LLC | 0.26% | Reduce -14.2% | 3,200 | $622K |
| Hilltop Holdings Inc. | 0.03% | Reduce -48.5% | 3,199 | $622K |
| Fisher Asset Management | 0.00% | Reduce -24.0% | 3,127 | $608K |
| Midwest Trust Co | 0.01% | Reduce -55.2% | 3,107 | $604K |
| Parkwoods Wealth Partners, LLC | 0.21% | Reduce -3.1% | 3,106 | $604K |
| WNY Asset Management, LLC | 0.06% | New | 3,104 | $604K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +5.5% | 3,103 | $604K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $603K |
| Harbor Investment Advisory, LLC | 0.05% | Reduce -1.3% | 3,089 | $601K |
| Donaldson Capital Management, LLC | 0.02% | Add +0.1% | 3,084 | $600K |
| Yarger Wealth Strategies, LLC | 0.27% | Add +6.8% | 3,081 | $599K |
| Alpha Cubed Investments, LLC | 0.02% | No change | 3,079 | $599K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | No change | 3,067 | $597K |
| TruNorth Capital Management, LLC | 0.12% | No change | 3,063 | $596K |
| Freedom Investment Management, Inc. | 0.16% | Reduce -88.5% | 3,044 | $592K |
| Crewe Advisors LLC | 0.06% | Add +0.4% | 3,039 | $591K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | Reduce -2.0% | 3,034 | $590K |
| Wedmont Private Capital | 0.02% | Add +5.2% | 3,012 | $590K |
| Sweeney & Michel, LLC | 0.20% | Add +4.5% | 3,066 | $586K |
| Busey Bank | 0.02% | Reduce -26.5% | 3,006 | $585K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -0.1% | 2,982 | $580K |
| Quartz Partners, LLC | 0.21% | Add +15.0% | 2,972 | $578K |
| International Private Wealth Advisors LLC | 0.36% | Reduce -1.0% | 2,972 | $578K |
| Curi Capital, LLC | 0.01% | Add +11.4% | 2,969 | $578K |
| Viawealth, LLC | 0.31% | Reduce -17.6% | 2,962 | $576K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 2,957 | $575K |
| McAdam, LLC | 0.03% | Reduce -2.9% | 2,945 | $573K |
| Elevate Wealth Advisory, Inc. | 0.41% | Reduce -3.0% | 2,928 | $570K |
| NWF Advisory Services Inc. | 0.06% | Add +11.6% | 2,923 | $568K |
| Quantbot Technologies LP | 0.02% | New | 2,892 | $562K |
| Atlas Brown,Inc. | 0.17% | Add +2.0% | 2,889 | $562K |
| Kintra Wealth, LLC | 0.31% | Reduce -42.1% | 2,871 | $558K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +128.8% | 2,862 | $557K |
| Florida Financial Advisors, LLC | 0.17% | Reduce -53.8% | 2,858 | $556K |
| LVW Advisors, LLC | 0.06% | Add +64.9% | 2,852 | $555K |
| First Financial Group Corp | 0.48% | No change | 2,836 | $552K |
| Ledyard National Bank | 0.05% | Reduce -14.5% | 2,820 | $548K |
| IPG Investment Advisors LLC | 0.10% | Add +6.7% | 2,819 | $548K |
| Cape Investment Advisory, Inc. | 0.54% | Add +11.9% | 2,816 | $548K |
| Rathbones Group PLC | 0.00% | No change | 2,816 | $548K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Add +0.1% | 2,804 | $545K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Add +15.1% | 2,791 | $543K |
| Heritage Family Offices, LLP | 0.25% | Reduce -4.1% | 2,783 | $541K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -7.0% | 2,777 | $540K |
| Farnam Financial LLC | 0.42% | Reduce -7.7% | 2,776 | $540K |
| JGP Wealth Management, LLC | 0.06% | Add +26.4% | 2,718 | $534K |
| Compass Wealth Management, LLC | 0.24% | Reduce -7.5% | 2,743 | $534K |
| LS Investment Advisors, LLC | 0.07% | No change | 2,735 | $532K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -1.1% | 2,731 | $531K |
| Gibbs Wealth Management | 0.12% | Reduce -21.0% | 2,708 | $527K |
| Exchange Bank | 0.36% | Add +20.3% | 2,684 | $522K |
| SYM FINANCIAL Corp | 0.06% | No change | 2,672 | $520K |
| TCFG Wealth Management, LLC | 0.20% | Reduce -1.1% | 2,646 | $515K |
| BBR Partners, LLC | 0.03% | No change | 2,642 | $514K |
| Citizens National Bank Trust Department | 0.09% | No change | 2,606 | $507K |
| Legacy Advisors, LLC | 0.06% | — | 2,597 | $505K |
| Trust Co. of Vermont | 0.02% | No change | 2,597 | $505K |
| Capital Insight Partners, LLC | 0.08% | Add +1.1% | 2,588 | $503K |
| Waddell & Associates, LLC | 0.04% | Reduce -2.2% | 2,586 | $503K |
| Neuberger Berman Group LLC | 0.00% | Add +88.5% | 2,584 | $503K |
| BNP Paribas Financial Markets | 0.00% | Add +35.3% | 2,582 | $502K |
| Fort Point Capital Partners LLC | 0.06% | No change | 2,580 | $502K |
| Zions Bancorporation, National Association | 0.02% | No change | 2,578 | $501K |
| Harbor Asset Planning, Inc. | 0.45% | Add +0.2% | 2,575 | $501K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 2,570 | $500K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 2,555 | $497K |
| San Luis Wealth Advisors LLC | 0.09% | Add +0.2% | 2,554 | $497K |
| Fortis Group Advisors, LLC | 0.09% | Reduce -85.7% | 2,524 | $495K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +80.5% | 2,523 | $491K |
| Knightsbridge Asset Management, LLC | 0.08% | Add +121.2% | 2,510 | $488K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +43.1% | 2,504 | $487K |
| Disciplined Investments, LLC | 0.19% | No change | 2,503 | $487K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +2.7% | 2,492 | $485K |
| Krilogy Financial LLC | 0.02% | New | 2,480 | $484K |
| Lansing Street Advisors | 0.13% | Reduce -4.2% | 2,490 | $484K |
| Kennedy Investment Group, Inc. | 0.19% | Reduce -0.8% | 2,483 | $483K |
| Atlas Private Wealth Advisors | 0.12% | Add +58.1% | 2,482 | $483K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,461 | $479K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +7.3% | 2,460 | $478K |
| Wellment Financial | 0.57% | Reduce -6.4% | 2,460 | $478K |
| JDM Financial Group LLC | 0.20% | No change | 2,441 | $475K |
| American Trust | 0.04% | Reduce -73.0% | 2,431 | $473K |
| Winebrenner Capital Management LLC | 0.34% | Reduce -0.7% | 2,429 | $473K |
| Darden Wealth Group Inc | 0.25% | Add +0.0% | 2,418 | $470K |
| Asset Dedication, LLC | 0.03% | Reduce -1.0% | 2,418 | $470K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -10.6% | 2,416 | $470K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -2.5% | 2,413 | $469K |
| Riverbend Wealth Management, LLC | 0.33% | Reduce -4.3% | 2,409 | $469K |
| RPS Advisory Solutions LLC | 0.23% | Add +46.3% | 2,405 | $468K |
| Sterling Investment Counsel, LLC | 0.15% | Add +59.9% | 2,400 | $467K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.2% | 2,399 | $467K |
| Veridan Wealth LLC | 0.16% | — | 2,393 | $465K |
| Integrity Financial Corp | 0.22% | Reduce -12.7% | 2,392 | $465K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -21.6% | 2,388 | $464K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.5% | 2,388 | $464K |
| First National Trust Co | 0.02% | Reduce -19.7% | 2,384 | $464K |
| Fermata Advisors, LLC | 0.12% | Reduce -0.5% | 2,376 | $462K |
| Two Sigma Securities, LLC | 0.07% | New | 2,361 | $459K |
| Gemmer Asset Management LLC | 0.04% | No change | 2,360 | $459K |
| Philadelphia Trust Co. | 0.03% | Add +9.3% | 2,356 | $458K |
| Fortune Financial Advisors, LLC | 0.34% | Add +0.0% | 2,348 | $457K |
| Diversified Portfolios, Inc. | 0.04% | Add +47.7% | 2,345 | $456K |
| Key Financial Inc | 0.08% | Add +3.8% | 2,326 | $456K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -5.7% | 2,337 | $455K |
| Madison Asset Management, LLC | 0.01% | No change | 2,309 | $449K |
| Independence Bank of Kentucky | 0.06% | No change | 2,307 | $449K |
| Gradient Investments LLC | 0.01% | Reduce -99.4% | 2,307 | $449K |
| Jackson Thornton Wealth Management, LLC | 0.04% | No change | 2,251 | $443K |
| Kaufman Rossin Wealth, LLC | 0.24% | Reduce -3.6% | 2,271 | $442K |
| CapWealth Advisors, LLC | 0.04% | Reduce -6.1% | 2,270 | $442K |
| Becker Capital Management Inc. | 0.01% | No change | 2,257 | $439K |
| Sensible Money, LLC | 0.15% | No change | 2,244 | $436K |
| Lodestone Wealth Management LLC | 0.20% | Reduce -1.9% | 2,240 | $436K |
| Stage Harbor Financial, LLC | 0.32% | No change | 2,235 | $435K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 2,231 | $434K |
| Oxinas Partners, LLC | 0.23% | Reduce -8.5% | 2,208 | $429K |
| Guerra Pan Advisors, LLC | 0.26% | No change | 2,203 | $428K |
| Citizens Financial Group Inc. | 0.01% | Reduce -10.8% | 2,200 | $428K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -3.3% | 2,189 | $426K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +0.2% | 2,183 | $425K |
| Advance Capital Management, Inc. | 0.02% | Add +0.4% | 2,178 | $424K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -9.1% | 2,170 | $422K |
| Spinnaker Investment Group, LLC | 0.08% | New | 2,170 | $422K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -12.3% | 2,139 | $416K |
| Wealth Management Associates, Inc. | 0.15% | Reduce -0.3% | 2,138 | $416K |
| Beverly Hills Private Wealth, LLC | 0.07% | Reduce -24.4% | 2,135 | $415K |
| Westside Investment Management, Inc. | 0.07% | No change | 2,119 | $414K |
| Klingman & Associates, LLC | 0.02% | No change | 2,114 | $411K |
| Argentarii, LLC | 0.16% | No change | 2,113 | $411K |
| Victory Financial Group, LLC | 0.06% | Reduce -10.4% | 2,103 | $409K |
| Aspiriant, LLC | 0.01% | No change | 2,101 | $409K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Add +35.2% | 2,091 | $407K |
| Russell Investments Group, Ltd. | 0.00% | Add +101.0% | 2,072 | $403K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 2,029 | $395K |
| Catalyst Financial Partners LLC | 0.05% | Reduce -7.5% | 2,025 | $394K |
| Arlington Trust Co LLC | 0.07% | Reduce -8.1% | 2,018 | $393K |
| Waterway Wealth Management, LLC | 0.09% | No change | 2,011 | $391K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +7.3% | 2,010 | $391K |
| LifeGoal Investments, LLC | 0.32% | Reduce -37.1% | 2,005 | $390K |
| UNIVEST FINANCIAL Corp | 0.02% | Reduce -0.6% | 2,005 | $390K |
| Provident Wealth Management, LLC | 0.12% | Reduce -0.6% | 2,000 | $389K |
| Corundum Group, Inc. | 0.16% | No change | 1,994 | $388K |
| Veracity Capital LLC | 0.12% | Reduce -20.1% | 1,979 | $385K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $384K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -6.0% | 1,969 | $383K |
| American National Bank & Trust | 0.04% | No change | 1,960 | $381K |
| Mosaic Financial Group, LLC | 0.27% | No change | 1,958 | $381K |
| NFSG Corp | 0.06% | Reduce -4.9% | 1,954 | $380K |
| CPA Asset Management Group, LLC | 0.15% | Reduce -8.4% | 1,941 | $378K |
| CWS Financial Advisors, LLC | 0.10% | No change | 1,920 | $373K |
| Lockerman Financial Group, Inc. | 0.47% | Reduce -13.5% | 1,918 | $373K |
| Koshinski Asset Management, Inc. | 0.03% | Add +20.0% | 1,917 | $373K |
| Sightline Wealth Advisors, LLC | 0.17% | Reduce -12.8% | 1,913 | $372K |
| Clear Investment Research, LLC | 0.50% | Add +5.0% | 1,910 | $372K |
| Commonwealth Financial Services, LLC | 0.06% | Add +0.3% | 1,904 | $370K |
| Northstar Asset Management Inc. | 0.10% | New | 1,898 | $369K |
| Rossby Financial, LCC | 0.12% | Add +57.4% | 1,881 | $368K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.8% | 1,877 | $365K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.1% | 1,874 | $365K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +1.7% | 1,871 | $364K |
| Channel Wealth LLC | 0.10% | Reduce -12.5% | 1,868 | $363K |
| Clark Capital Management Group, Inc. | 0.00% | Add +16.6% | 1,866 | $363K |
| Ritholtz Wealth Management | 0.01% | Reduce -8.7% | 1,866 | $363K |
| Glass Jacobson Investment Advisors llc | 0.13% | Add +5.3% | 1,856 | $361K |
| Envision Financial Planning, LLC | 0.15% | No change | 1,844 | $359K |
| KERR FINANCIAL PLANNING Corp | 0.50% | — | 1,837 | $357K |
| Apex Wealth Management, LLC | 0.26% | Reduce -6.6% | 1,834 | $357K |
| Smithfield Trust Co | 0.02% | Add +6.3% | 1,828 | $354K |
| Frederick Financial Consultants, LLC | 0.20% | No change | 1,819 | $354K |
| Cardinal Point Capital Management ULC | 0.02% | Add +1.2% | 1,834 | $354K |
| Kendall Capital Management | 0.08% | No change | 1,800 | $350K |
| Traynor Capital Management, Inc. | 0.02% | Add +4.2% | 1,797 | $350K |
| Union Bancaire Privee, UBP SA | 0.01% | Reduce -40.5% | 1,814 | $349K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -3.8% | 1,794 | $349K |
| Sterling Financial Planning, Inc. | 0.11% | Reduce -1.5% | 1,790 | $348K |
| Clarity Financial LLC | 0.03% | No change | 1,788 | $348K |
| Acima Private Wealth, LLC | 0.11% | Reduce -4.5% | 1,782 | $347K |
| Avion Wealth | 0.07% | Add +0.1% | 1,776 | $345K |
| Cadence Bank | 0.02% | Reduce -1.6% | 1,767 | $344K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.2% | 1,759 | $342K |
| CogentBlue Wealth Advisors, LLC | 0.23% | No change | 1,755 | $341K |
| FSC Wealth Advisors, LLC | 0.20% | Reduce -5.3% | 1,751 | $341K |
| Coppell Advisory Solutions LLC | 0.04% | Add +27.5% | 1,751 | $339K |
| Naples Global Advisors, LLC | 0.03% | No change | 1,735 | $337K |
| Timonier Family Office, LTD. | 0.11% | No change | 1,733 | $337K |
| Relyea Zuckerberg Hanson LLC | 0.04% | No change | 1,727 | $336K |
| Johnson Financial Group, LLC | 0.03% | Reduce -37.9% | 1,721 | $335K |
| Fund Evaluation Group, LLC | 0.01% | No change | 1,714 | $333K |
| Blue Bell Private Wealth Management, LLC | 0.05% | Add +7.3% | 1,713 | $333K |
| Solstein Capital, LLC | 0.15% | No change | 1,702 | $331K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -2.0% | 1,697 | $330K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -11.6% | 1,684 | $328K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +1.4% | 1,679 | $327K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -61.0% | 1,667 | $324K |
| Root Financial Partners, LLC | 0.02% | Add +46.0% | 1,665 | $324K |
| apricus wealth, LLC | 0.17% | New | 1,663 | $323K |
| GAMMA Investing LLC | 0.02% | No change | 1,658 | $322K |
| LongView Wealth Management | 0.09% | Reduce -32.0% | 1,656 | $322K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +15.0% | 1,652 | $321K |
| American Wealth Advisors, LLC | 0.32% | — | 1,649 | $321K |
| Hobart Private Capital, LLC | 0.07% | Reduce -3.4% | 1,648 | $321K |
| National Philanthropic Trust | 0.00% | No change | 1,645 | $320K |
| Milestone Asset Management Group, LLC | 0.20% | Add +5.5% | 1,643 | $320K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +1.2% | 1,641 | $319K |
| HBW Advisory Services LLC | 0.04% | Reduce -13.8% | 1,640 | $319K |
| Post Resch Tallon Group Inc. | 0.28% | No change | 1,633 | $318K |
| Western Financial Corp | 0.14% | Reduce -9.3% | 1,629 | $317K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | Reduce -6.4% | 1,626 | $316K |
| Wescott Financial Advisory Group, LLC | 0.03% | Add +0.2% | 1,619 | $315K |
| SIMA Wealth Partners, LLC | 0.24% | No change | 1,617 | $315K |
| BCS Wealth Management | 0.07% | Reduce -11.7% | 1,612 | $314K |
| Montag A & Associates Inc. | 0.01% | Reduce -6.4% | 1,598 | $311K |
| Orion Capital Management LLC | 0.11% | No change | 1,597 | $311K |
| Beacon Wealthcare LLC | 0.11% | No change | 1,581 | $308K |
| Grey Ledge Advisors, LLC | 0.07% | Add +18.2% | 1,574 | $306K |
| TCTC Holdings, LLC | 0.01% | Add +630.7% | 1,571 | $306K |
| Black Diamond Financial, LLC | 0.03% | Add +3.4% | 1,561 | $304K |
| Colonial Trust Advisors | 0.02% | Add +1.3% | 1,560 | $303K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,553 | $302K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $302K |
| Central Pacific Bank - Trust Division | 0.04% | Reduce -92.0% | 1,549 | $301K |
| Certuity, LLC | 0.02% | Add +4.9% | 1,542 | $300K |
| PFG Private Wealth Management, LLC | 0.13% | Reduce -94.9% | 1,542 | $300K |
| Integrity Wealth Solutions LLC | 0.13% | Reduce -3.6% | 1,542 | $300K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -18.0% | 1,533 | $298K |
| Archford Capital Strategies, LLC | 0.04% | No change | 1,532 | $298K |
| Chancellor Financial Group WB LP | 0.21% | No change | 1,514 | $294K |
| Professional Financial Advisors, LLC | 0.06% | Add +2.1% | 1,512 | $294K |
| OneAscent Financial Services LLC | 0.02% | Reduce -51.7% | 1,501 | $292K |
| Bangor Savings Bank | 0.02% | Add +23.9% | 1,489 | $290K |
| Creekside Partners | 0.13% | Add +3.3% | 1,473 | $287K |
| Fortis Advisors, LLC | 0.16% | Reduce -61.8% | 1,471 | $286K |
| Exit Wealth Advisors, LLC. | 0.19% | — | 1,465 | $285K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $284K |
| IFC Advisors LLC | 0.05% | No change | 1,450 | $282K |
| NBT Bank, N.A. | 0.02% | Reduce -28.4% | 1,053 | $282K |
| FWL Investment Management, LLC | 0.07% | Add +11.6% | 1,445 | $281K |
| MBA Advisors LLC | 0.12% | Reduce -0.1% | 1,444 | $281K |
| GFG Capital, LLC | 0.10% | Add +4.3% | 1,442 | $280K |
| Invested Advisors | 0.41% | — | 1,563 | $280K |
| Northwest Financial Advisors | 0.35% | New | 1,420 | $276K |
| Stewardship Advisors, LLC | 0.07% | Add +23.9% | 1,419 | $276K |
| Element Wealth, LLC | 0.12% | Reduce -4.7% | 1,417 | $276K |
| Intrua Financial, LLC | 0.03% | New | 1,415 | $275K |
| Permanent Capital Management, LP | 0.05% | — | 1,406 | $273K |
| Sanchez Wealth Management Group | 0.06% | Reduce -5.3% | 1,389 | $270K |
| Opes Wealth Management LLC | 0.05% | Reduce -18.4% | 1,388 | $270K |
| Prosperity Planning, Inc. | 0.10% | Reduce -22.2% | 1,386 | $270K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +4.4% | 1,375 | $269K |
| Members Trust Co | 0.01% | Add +4.3% | 1,384 | $269K |
| Syverson Strege & Co | 0.06% | Add +0.9% | 1,379 | $268K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -54.4% | 1,374 | $267K |
| Full Sail Capital, LLC | 0.01% | No change | 1,374 | $267K |
| Advisor OS, LLC | 0.02% | Reduce -33.6% | 1,372 | $267K |
| Summit Investment Advisory Services, LLC | 0.11% | Add +0.3% | 1,371 | $267K |
| Safeguard Investment Advisory Group, LLC | 0.07% | Reduce -2.8% | 1,368 | $266K |
| CVFG LLC | 0.19% | Reduce -7.5% | 1,366 | $266K |
| Fiscal Wisdom Wealth Management, LLC | 0.25% | — | 1,362 | $265K |
| Providence Financial Advisors, LLC | 0.25% | — | 1,355 | $264K |
| Goodman Financial Corp | 0.05% | No change | 1,353 | $263K |
| PBMares Wealth Management LLC | 0.04% | Reduce -1.3% | 1,350 | $263K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.2% | 1,348 | $262K |
| Longview Financial Advisors LLC | 0.15% | New | 1,347 | $262K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -5.2% | 1,345 | $262K |
| Symphony Financial Services, Inc. | 0.14% | Add +0.1% | 1,339 | $260K |
| Falcon Wealth Planning | 0.02% | Add +2.1% | 1,337 | $260K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -8.7% | 1,339 | $258K |
| Stark Wealth Management LLC | 1.18% | Reduce -97.5% | 1,324 | $258K |
| Essex Bank | 0.06% | Reduce -8.4% | 1,320 | $257K |
| Morton Capital Management LLC | 0.04% | Add +0.1% | 1,312 | $255K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 1,302 | $253K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | Reduce -24.7% | 1,301 | $253K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -13.6% | 1,300 | $253K |
| Hemenway Trust Co LLC | 0.02% | Reduce -13.3% | 1,300 | $253K |
| JPL Wealth Management, LLC | 0.06% | Add +8.0% | 1,294 | $252K |
| LifeWealth Investments, LLC | 0.08% | Reduce -13.0% | 1,294 | $252K |
| Founders Financial Alliance, LLC | 0.05% | Add +7.9% | 1,293 | $251K |
| Shira Ridge Wealth Management | 0.11% | Reduce -9.7% | 1,286 | $250K |
| Fsa Wealth Partners, Inc. | 0.10% | New | 1,281 | $249K |
| Ethic Inc. | 0.00% | No change | 1,281 | $249K |
| Maple Capital Management, Inc. | 0.02% | Reduce -64.0% | 1,277 | $248K |
| Ironvine Capital Partners, LLC | 0.02% | Add +3.9% | 1,275 | $248K |
| Headland Capital, LLC | 0.07% | New | 1,266 | $246K |
| Cove Private Wealth, LLC | 0.08% | No change | 1,265 | $246K |
| Ascent Wealth Partners, LLC | 0.03% | Reduce -40.1% | 1,261 | $245K |
| Verum Partners LLC | 0.05% | Reduce -4.6% | 1,250 | $243K |
| Leuthold Group, LLC | 0.03% | Add +2.5% | 1,239 | $241K |
| M3 Advisory Group, LLC | 0.15% | No change | 1,236 | $240K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -0.5% | 1,235 | $240K |
| Purkiss Capital Advisors LLC | 0.11% | Add +0.1% | 1,234 | $240K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $239K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,223 | $238K |
| Bridgewealth Advisory Group, LLC | 0.06% | No change | 1,221 | $237K |
| ArborFi Advisors, LLC | 0.19% | Reduce -0.6% | 1,214 | $236K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 1,200 | $233K |
| Idaho Trust Co | 0.08% | New | 1,195 | $232K |
| TFO Wealth Partners, LLC | 0.04% | No change | 1,188 | $231K |
| Nordwand Advisors, LLC | 0.04% | Reduce -9.8% | 1,180 | $230K |
| Presilium Private Wealth, LLC | 0.04% | No change | 1,178 | $229K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,178 | $229K |
| Marex Group Ltd | 0.00% | New | 1,177 | $229K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -8.3% | 1,176 | $229K |
| Center For Asset Management LLC | 0.12% | Reduce -3.1% | 1,170 | $228K |
| Precision Wealth Strategies, LLC | 0.07% | No change | 1,163 | $226K |
| SFG Wealth Management, LLC. | 0.10% | No change | 1,156 | $225K |
| Axim Planning & Wealth | 0.18% | Reduce -68.0% | 1,156 | $225K |
| JFG Wealth Management, LLC | 0.04% | No change | 1,154 | $224K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,152 | $224K |
| Fayez Sarofim & Co | 0.00% | New | 1,149 | $223K |
| EdgeRock Capital LLC | 0.06% | Reduce -98.2% | 1,149 | $223K |
| Cibc World Market Inc. | 0.00% | Reduce -40.2% | 1,148 | $223K |
| Trail Ridge Investment Advisors, LLC | 0.10% | Reduce -18.3% | 1,146 | $223K |
| Horizon Wealth Management, LLC | 0.03% | Reduce -2.0% | 1,146 | $223K |
| Ariadne Wealth Management, LP | 0.10% | New | 1,138 | $222K |
| Strengthening Families & Communities, LLC | 0.05% | Reduce -3.1% | 1,139 | $222K |
| CX Institutional | 0.01% | Add +452.4% | 1,127 | $219K |
| Walkner Condon Financial Advisors LLC | 0.03% | Reduce -3.9% | 1,121 | $218K |
| ProVise Management Group, LLC | 0.02% | No change | 1,121 | $218K |
| Aventura Private Wealth, LLC | 0.08% | No change | 1,106 | $215K |
| One Wealth Management Investment & Advisory Services, LLC | 0.25% | Reduce -11.1% | 1,102 | $214K |
| Impact Partnership Wealth, LLC | 0.03% | New | 1,099 | $214K |
| Zacks Investment Management | 0.00% | New | 1,096 | $213K |
| 180 Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 1,091 | $212K |
| Bawa N Mallick Trust | 0.08% | New | 1,090 | $212K |
| Sonora Investment Management Group, LLC | 0.01% | New | 1,089 | $212K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.2% | 1,088 | $212K |
| Camden National Bank | 0.03% | Reduce -20.9% | 1,088 | $212K |
| Clare Market Investments LLC | 0.04% | New | 1,079 | $210K |
| Clearstead Trust, LLC | 0.04% | Reduce -34.3% | 1,066 | $207K |
| Kirtland Hills Capital Management, LLC | 0.08% | New | 1,065 | $207K |
| City National Bank of Florida | 0.14% | New | 1,063 | $207K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | New | 1,059 | $206K |
| Able Wealth Management LLC | 0.08% | Reduce -3.6% | 1,057 | $206K |
| Rothschild Investment LLC | 0.01% | No change | 1,057 | $206K |
| Global Trust Asset Management, LLC | 0.09% | Reduce -2.8% | 1,055 | $205K |
| Tactive Advisors, LLC | 0.06% | New | 1,055 | $205K |
| Madison Wealth Partners, Inc | 0.04% | New | 1,055 | $205K |
| Global Assets Advisory, LLC | 0.06% | New | 1,053 | $205K |
| Single Point Partners, LLC | 0.04% | Reduce -8.0% | 1,052 | $205K |
| Collaborative Wealth Managment Inc. | 0.08% | New | 1,052 | $205K |
| EPG Wealth Management LLC | 0.06% | Reduce -1.9% | 1,051 | $204K |
| Astra Wealth Partners LLC | 0.14% | New | 1,049 | $204K |
| Francis Financial, Inc. | 0.04% | New | 1,049 | $204K |
| Team Financial Group, LLC | 0.09% | Add +10.6% | 1,045 | $203K |
| Baldwin Wealth Partners LLC | 0.01% | New | 1,045 | $203K |
| Pacific Asset Management, LLC | 0.14% | New | 1,043 | $203K |
| Accredited Investors Inc. | 0.01% | New | 1,038 | $202K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 1,016 | $198K |
| REAP Financial Group, LLC | 0.04% | Add +4.2% | 1,016 | $198K |
| Western Pacific Wealth Management, LP | 0.19% | No change | 1,000 | $195K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $195K |
| Princeton Global Asset Management LLC | 0.03% | No change | 985 | $192K |
| Itau Unibanco Holding S.A. | 0.01% | Reduce -83.7% | 979 | $191K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +0.1% | 968 | $188K |
| Motco | 0.02% | No change | 960 | $187K |
| Curio Wealth, LLC | 0.08% | Add +45.4% | 958 | $186K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | New | 950 | $185K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -30.5% | 921 | $179K |
| Clark Wealth Partners | 0.11% | Add +73.3% | 901 | $179K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +46.0% | 904 | $176K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +0.1% | 879 | $171K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 870 | $169K |
| Bokf, NA | 0.00% | Reduce -6.1% | 866 | $168K |
| United Community Bank | 0.05% | Add +1.7% | 851 | $166K |
| CNB Bank | 0.07% | No change | 843 | $164K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -16.9% | 833 | $162K |
| HM Payson & Co. | 0.00% | No change | 828 | $161K |
| CENTRAL TRUST Co | 0.00% | Add +9.5% | 817 | $159K |
| Caldwell Trust Co | 0.01% | Add +2.5% | 805 | $157K |
| Lanark Financial, Inc. | 0.01% | Reduce -23.3% | 790 | $154K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -14.0% | 785 | $153K |
| Tidemark, LLC | 0.04% | No change | 759 | $148K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 745 | $145K |
| Howe & Rusling Inc. | 0.01% | No change | 690 | $134K |
| SJS Investment Consulting Inc. | 0.02% | Add +464.5% | 683 | $133K |
| Creekmur Asset Management LLC | 0.02% | Add +0.1% | 682 | $133K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 676 | $131K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $131K |
| Bfsg, LLC | 0.01% | Add +0.8% | 663 | $129K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.1% | 653 | $127K |
| Navigoe, LLC | 0.08% | No change | 634 | $123K |
| Signaturefd, LLC | 0.00% | Add +1.9% | 630 | $123K |
| RMG Wealth Management LLC | 0.02% | No change | 612 | $120K |
| Ameriflex Group, Inc. | 0.04% | Reduce -23.7% | 590 | $115K |
| Flagship Wealth Advisors, LLC | 0.04% | No change | 578 | $112K |
| Colonial Trust Co / SC | 0.01% | No change | 570 | $111K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 568 | $110K |
| North Capital, Inc. | 0.08% | Reduce -0.2% | 562 | $109K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 558 | $109K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -4.4% | 544 | $106K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +3.2% | 541 | $105K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -14.8% | 541 | $105K |
| Park Place Capital Corp | 0.02% | Reduce -20.4% | 507 | $99K |
| AllSquare Wealth Management LLC | 0.05% | No change | 501 | $97K |
| Realta Investment Advisors | 0.03% | No change | 500 | $97K |
| JNBA Financial Advisors | 0.01% | No change | 499 | $97K |
| Deutsche Bank AG | 0.00% | Add +17.6% | 482 | $94K |
| Winthrop Capital Management, LLC | 0.02% | Add +36.9% | 479 | $93K |
| Vermillion Wealth Management, Inc. | 0.03% | Reduce -3.6% | 478 | $93K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 472 | $92K |
| BTG Pactual Asset Management US LLC | 0.01% | No change | 492 | $90K |
| FAS Wealth Partners, Inc. | 0.01% | Add +57.7% | 451 | $88K |
| American Capital Advisory, LLC | 0.04% | Reduce -24.9% | 450 | $87K |
| Hemington Wealth Management | 0.01% | No change | 439 | $85K |
| Hoey Investments, Inc. | 0.01% | No change | 434 | $84K |
| Sittner & Nelson, LLC | 0.03% | No change | 431 | $84K |
| Groupe la Francaise | 0.00% | New | 490 | $81K |
| Operose Advisors LLC | 0.02% | Add +40.4% | 400 | $78K |
| City Holding Co. | 0.01% | No change | 400 | $78K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.7% | 400 | $78K |
| Highline Wealth Partners LLC | 0.02% | No change | 379 | $74K |
| Winnacle Wealth LLC | 0.06% | New | 378 | $74K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 375 | $73K |
| Richardson Capital Management LLC | 0.03% | Add +0.3% | 363 | $71K |
| Dunhill Financial, LLC | 0.02% | Add +281.1% | 362 | $70K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $67K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 333 | $65K |
| First Command Advisory Services, Inc. | 0.00% | Add +26.9% | 321 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.02% | Reduce -4.9% | 310 | $60K |
| Islay Capital Management, LLC | 0.03% | No change | 300 | $58K |
| Millstone Evans Group, LLC | 0.04% | No change | 296 | $58K |
| Tompkins Financial Corp. | 0.00% | Reduce -8.5% | 292 | $57K |
| Tripletail Wealth Management, LLC | 0.07% | New | 283 | $56K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 284 | $55K |
| Bellevue Asset Management, LLC | 0.03% | Add +0.4% | 280 | $55K |
| Concord Wealth Partners | 0.01% | No change | 280 | $54K |
| Accredited Wealth Management, LLC | 0.04% | Add +99.4% | 640 | $50K |
| Frazier Financial Advisors, LLC | 0.03% | New | 257 | $50K |
| Cheviot Value Management, LLC | 0.01% | No change | 249 | $50K |
| Costello Asset Management, INC | 0.02% | No change | 251 | $49K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -12.3% | 250 | $49K |
| Family Legacy Financial Solutions, LLC | 0.04% | New | 246 | $48K |
| BankPlus Trust Department | 0.01% | No change | 244 | $47K |
| Morse Asset Management, Inc | 0.01% | No change | 241 | $47K |
| Tucker Asset Management LLC | 0.01% | Reduce -7.7% | 239 | $46K |
| IAG Wealth Partners, LLC | 0.01% | Reduce -35.1% | 226 | $44K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 226 | $44K |
| CVA Family Office, LLC | 0.01% | No change | 226 | $44K |
| MGB Wealth Management, LLC | 0.01% | No change | 220 | $43K |
| Legacy Wealth Managment, LLC | 0.02% | No change | 218 | $42K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $42K |
| Abound Wealth Management | 0.01% | Add +0.5% | 216 | $42K |
| GGM Financial LLC | 0.02% | New | 210 | $41K |
| Evergreen Private Wealth LLC | 0.02% | No change | 207 | $40K |
| St Germain D J Co. Inc. | 0.00% | No change | 204 | $40K |
| Phillips Financial Management, LLC | 0.00% | New | 200 | $39K |
| Pineridge Advisors LLC | 0.01% | No change | 186 | $36K |
| First Horizon Corp. | 0.00% | — | 185 | $36K |
| CoreFirst Bank & Trust | 0.02% | No change | 182 | $35K |
| Wolff Wiese Magana LLC | 0.02% | Add +15.9% | 168 | $33K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 163 | $32K |
| Centennial Bank | 0.01% | No change | 162 | $32K |
| Copia Wealth Management | 0.02% | Reduce -23.8% | 160 | $31K |
| Keener Financial Planning LLC | 0.01% | No change | 160 | $31K |
| Roxbury Financial LLC | 0.03% | No change | 157 | $30K |
| MCF Advisors LLC | 0.00% | No change | 156 | $30K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $30K |
| Barrett & Company, Inc. | 0.01% | No change | 150 | $29K |
| Old Second National Bank of Aurora | 0.01% | No change | 150 | $29K |
| Kings Path Partners LLC | 0.01% | Reduce -2.0% | 147 | $29K |
| Financial Life Planners | 0.02% | New | 144 | $28K |
| LRI Investments, LLC | 0.00% | No change | 142 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Reduce -60.0% | 140 | $27K |
| Hantz Financial Services, Inc. | 0.00% | New | 130 | $25K |
| GW&K Investment Management, LLC | 0.00% | No change | 128 | $25K |
| Chesapeake Asset Management LLC | 0.02% | No change | 123 | $24K |
| Field & Main Bank | 0.01% | No change | 123 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 121 | $24K |
| Nemes Rush Group LLC | 0.00% | No change | 120 | $23K |
| Sawyer & Company, Inc | 0.01% | No change | 128 | $23K |
| Rice Partnership, LLC | 0.00% | New | 117 | $23K |
| City State Bank | 0.01% | No change | 114 | $22K |
| Truvestments Capital LLC | 0.00% | New | 111 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +21.8% | 106 | $21K |
| Guerra Advisors Inc | 0.01% | New | 100 | $19K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $19K |
| GoalVest Advisory LLC | 0.00% | Reduce -72.4% | 99 | $19K |
| Valued Wealth Advisors LLC | 0.01% | Add +1.0% | 97 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $17K |
| Alpine Bank Wealth Management | 0.00% | New | 84 | $16K |
| Whittier Trust Co. | 0.00% | Reduce -61.3% | 82 | $16K |
| Robinswood Financial LLC | 0.01% | No change | 82 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -94.5% | 81 | $16K |
| Valley National Advisers Inc. | 0.00% | Add +24.2% | 82 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 77 | $15K |
| Quaker Wealth Management, LLC | 0.00% | No change | 75 | $15K |
| Barclays PLC | 0.00% | Reduce -86.2% | 74 | $14K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $14K |
| Rogco, LP | 0.00% | No change | 66 | $13K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 65 | $13K |
| Financial Connections Group, Inc. | 0.00% | No change | 65 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -21.6% | 58 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $11K |
| Archer Investment Corp | 0.00% | Reduce -21.2% | 52 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Add +5000.0% | 51 | $10K |
| Pathway Financial Advisers, LLC | 0.00% | New | 51 | $10K |
| Main Street Group, LTD | 0.00% | No change | 50 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $10K |
| Grand Wealth Management, LLC | 0.00% | No change | 48 | $9K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 48 | $9K |
| HighMark Wealth Management LLC | 0.00% | Add +2.2% | 47 | $9K |
| Chapman Financial Group, LLC | 0.01% | New | 41 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 41 | $8K |
| Redwood Park Advisors LLC | 0.01% | No change | 40 | $8K |
| WFA of San Diego, LLC | 0.00% | No change | 34 | $7K |
| Johnson Financial Group, Inc. | 0.00% | New | 34 | $7K |
| Abich Financial Wealth Management LLC | 0.00% | — | 32 | $6K |
| Y.D. More Investments Ltd | 0.00% | Reduce -50.0% | 32 | $6K |
| S&T Bank | 0.00% | Reduce -71.8% | 31 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 25 | $5K |
| Alerus Financial NA | 0.00% | Reduce -50.0% | 24 | $5K |
| Logan Capital Management Inc. | 0.00% | No change | 23 | $4K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 24 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $4K |
| Chelsea Counsel Co. | 0.00% | New | 21 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 21 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $4K |
| Caitlin John, LLC | 0.00% | New | 18 | $4K |
| Mma Asset Management LLC | 0.00% | New | 17 | $3K |
| Oakworth Capital, Inc. | 0.00% | New | 16 | $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 |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -35.3% | 11 | $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 |
| Provenance Wealth Advisors, LLC | 0.00% | New | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 9 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $0 |
"% 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.