iShares MSCI USA Quality FacQUALETF
13F holders, Q4 2025 (December 31)1,632holders +114
82new positions
75sold out
7famous investors
$198.33avg. 13F price*
At the end of Q4 2025, 1,632 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, up 114 from Q3 2025. 82 opened new positions and 75 sold out. The largest holders were FMR LLC ($3.5B), Envestnet Asset Management Inc. ($3.3B) and LPL Financial LLC ($3.2B). 7 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $74.0M |
| Exits | 75 | $221.3M |
All 13F filers, Q3 2025 → Q4 2025: 7,474,895 shares bought and 37,916,606 shares sold, net −30,441,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,632 holders
| FMR LLC | 0.18% | Add +11.7% | 17,577,202 | $3.5B |
| Envestnet Asset Management Inc. | 0.99% | Reduce -35.9% | 16,736,082 | $3.3B |
| LPL Financial LLC | 0.88% | Reduce -12.7% | 16,176,100 | $3.2B |
| Morgan Stanley | 0.11% | Reduce -6.4% | 8,969,360 | $1.8B |
| PNC Financial Services Group, Inc. | 0.70% | Reduce -4.6% | 6,445,591 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -10.7% | 6,383,670 | $1.3B |
| JPMorgan Chase & Co. | 0.06% | Reduce -30.3% | 4,451,066 | $884.1M |
| Wells Fargo & Company | 0.16% | Reduce -4.3% | 4,118,693 | $818.1M |
| Ameriprise Financial Inc. | 0.18% | Reduce -13.3% | 3,955,637 | $785.4M |
| UBS Group AG | 0.15% | Reduce -4.9% | 3,718,062 | $738.5M |
| Cerity Partners LLC | 1.02% | Reduce -4.9% | 3,527,690 | $700.9M |
| M&T Bank Corp | 1.99% | Reduce -2.1% | 3,114,818 | $618.7M |
| BlackRock, Inc. | 0.01% | Reduce -28.4% | 3,105,459 | $616.8M |
| Orgel Wealth Management, LLC | 13.37% | Add +1.5% | 3,050,553 | $605.9M |
| Facet Wealth, Inc. | 10.44% | Add +9.9% | 2,888,100 | $590.0M |
| Blue Trust, Inc. | 6.06% | Reduce -1.3% | 2,701,754 | $536.6M |
| Keybank National Association | 1.89% | Reduce -7.3% | 2,660,811 | $528.5M |
| Focus Partners Wealth | 0.54% | Add +11.2% | 2,386,956 | $474.1M |
| Cwm, LLC | 1.21% | Reduce -30.8% | 2,245,928 | $446.1M |
| Northwestern Mutual Wealth Management Co. | 0.25% | Reduce -11.7% | 1,988,066 | $394.9M |
| Raymond James Financial Inc. | 0.12% | Reduce -3.5% | 1,969,479 | $391.2M |
| MML Investors Services, LLC | 0.90% | Reduce -25.8% | 1,850,669 | $367.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.29% | Add +79.0% | 1,764,425 | $350.5M |
| Royal Bank of Canada | 0.06% | Reduce -5.9% | 1,727,463 | $343.1M |
| Haverford Trust Co | 3.05% | Add +2.5% | 1,720,275 | $341.7M |
| Stifel Financial Corp. | 0.28% | Reduce -7.7% | 1,592,772 | $316.4M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.3% | 1,554,516 | $308.8M |
| Cetera Investment Advisers | 0.33% | Reduce -25.4% | 1,530,303 | $303.9M |
| Commonwealth Equity Services, LLC | 0.36% | Reduce -16.8% | 1,355,327 | $269.2M |
| HighTower Advisors, LLC | 0.28% | Reduce -2.8% | 1,300,753 | $258.4M |
| Wharton Business Group, LLC | 9.08% | Add +0.1% | 1,202,274 | $238.8M |
| Mercer Global Advisors Inc. | 0.34% | Add +21.2% | 1,369,378 | $221.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +403.6% | 1,108,964 | $220.3M |
| Envestnet Portfolio Solutions, Inc. | 0.76% | Reduce -42.6% | 1,093,491 | $217.2M |
| Park Avenue Securities LLC | 1.83% | Reduce -45.3% | 1,085,153 | $215.5M |
| Coldstream Capital Management Inc. | 2.78% | Add +3.1% | 1,076,830 | $213.9M |
| Connecticut Wealth Management, LLC | 8.84% | Reduce -2.0% | 1,023,787 | $203.3M |
| Osaic Holdings, Inc. | 0.25% | Reduce -23.7% | 867,313 | $172.4M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -37.3% | 846,687 | $168.2M |
| SCS Capital Management LLC | 1.76% | Reduce -32.7% | 837,390 | $166.3M |
| Kestra Investment Management, LLC | 3.98% | Reduce -7.1% | 818,786 | $162.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -36.5% | 785,766 | $156.1M |
| Bluespring Wealth Management, LLC | 12.98% | Reduce -2.5% | 758,836 | $150.7M |
| Kestra Advisory Services, LLC | 0.60% | Add +32.2% | 727,584 | $144.5M |
| Foster Group, Inc. | 4.32% | Add +2.7% | 719,725 | $143.0M |
| NewEdge Advisors, LLC | 0.51% | Reduce -34.5% | 714,153 | $141.8M |
| Mariner, LLC | 0.16% | Add +24.5% | 687,099 | $136.5M |
| Corient Private Wealth LP | 0.18% | Add +2.7% | 664,974 | $132.1M |
| OneDigital Investment Advisors LLC | 1.27% | Reduce -37.1% | 650,190 | $129.1M |
| &partners | 0.63% | Reduce -4.1% | 609,636 | $121.1M |
| D.A. Davidson & Co. | 0.73% | Add +2.6% | 599,698 | $119.1M |
| Modern Wealth Management, LLC | 2.10% | Add +13.6% | 580,779 | $115.4M |
| United Capital Financial Advisors, LLC | 0.70% | Add +11.8% | 580,624 | $115.3M |
| Sanctuary Advisors, LLC | 0.62% | Reduce -34.2% | 567,790 | $112.8M |
| Sage Mountain Advisors LLC | 5.92% | Reduce -3.5% | 561,990 | $111.6M |
| Obermeyer Wealth Partners | 4.98% | Reduce -1.0% | 548,575 | $109.0M |
| Savant Capital, LLC | 0.62% | Reduce -1.5% | 548,003 | $108.8M |
| Foundations Investment Advisors, LLC | 1.40% | Reduce -35.2% | 536,023 | $106.5M |
| Fragasso Financial Advisors Inc | 6.43% | Reduce -5.5% | 534,840 | $106.2M |
| Integrated Wealth Concepts LLC | 1.24% | Reduce -45.0% | 524,607 | $104.2M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Reduce -13.7% | 508,907 | $101.1M |
| Howard Financial Services, LTD. | 11.79% | Add +0.5% | 507,751 | $100.8M |
| Johnson Investment Counsel Inc. | 0.79% | Add +1.7% | 488,614 | $97.0M |
| Prime Capital Investment Advisors, LLC | 1.17% | Add +4.4% | 483,014 | $95.9M |
| Merit Financial Group, LLC | 0.74% | Reduce -33.2% | 465,944 | $92.5M |
| Sax Wealth Advisors, LLC | 4.33% | Add +5.2% | 463,270 | $92.0M |
| Equitable Holdings, Inc. | 0.62% | Reduce -2.6% | 458,517 | $91.1M |
| Advocacy Wealth Management, LLC | 3.76% | Reduce -27.6% | 452,605 | $89.9M |
| Pinnacle Associates Ltd. | 1.09% | Reduce -0.2% | 427,145 | $84.8M |
| Baker Avenue Asset Management, LP | 1.93% | Add +0.8% | 420,537 | $83.5M |
| Composition Wealth, LLC | 1.17% | Reduce -5.2% | 409,551 | $81.3M |
| Two Sigma Investments, LP | 0.13% | Reduce -78.8% | 408,800 | $81.2M |
| Captrust Financial Advisors | 0.15% | Reduce -0.8% | 403,748 | $80.2M |
| Private Advisor Group, LLC | 0.37% | Reduce -13.8% | 400,404 | $79.5M |
| Rockefeller Capital Management L.P. | 0.14% | Add +36.1% | 396,165 | $78.7M |
| Wilmington Savings Fund Society, FSB | 1.82% | Add +1.2% | 390,162 | $77.5M |
| Clearstead Advisors, LLC | 0.96% | Reduce -1.1% | 384,909 | $76.5M |
| Cresset Asset Management, LLC | 0.32% | Reduce -0.4% | 375,852 | $74.7M |
| Unison Advisors LLC | 6.48% | Add +1.2% | 373,248 | $74.1M |
| Valence8 US LP | 21.37% | Reduce -8.9% | 363,103 | $72.1M |
| JB Capital LLC | 2.91% | Reduce -47.8% | 359,243 | $71.4M |
| Jones Financial Companies LLLP | 0.04% | Add +8.5% | 357,323 | $71.0M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +0.3% | 344,822 | $70.0M |
| Sachem Hill LLC | 13.41% | Add +1.1% | 347,402 | $69.0M |
| AE Wealth Management LLC | 0.37% | Reduce -32.0% | 324,486 | $64.4M |
| True Link Financial Advisors, LLC | 3.86% | Add +97.7% | 320,084 | $63.6M |
| Tiaa Trust, National Association | 0.15% | Reduce -15.9% | 317,375 | $63.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.95% | Reduce -10.8% | 316,479 | $62.9M |
| Landaas & Co. /Wi | 13.62% | Reduce -5.5% | 311,714 | $61.9M |
| Horizon Investments, LLC | 0.76% | Reduce -2.0% | 303,700 | $60.3M |
| Steward Partners Investment Advisory, LLC | 0.31% | Reduce -9.5% | 288,830 | $57.4M |
| Strategies Wealth Advisors, LLC | 5.71% | Add +5.3% | 286,783 | $57.0M |
| Baron Wealth Management LLC | 17.42% | Add +0.2% | 284,589 | $56.5M |
| Provida Pension Fund Administrator | 0.97% | Add +34.9% | 282,033 | $56.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.85% | Add +0.1% | 281,667 | $55.9M |
| US Bancorp \de | 0.07% | Reduce -24.9% | 279,559 | $55.5M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -42.1% | 263,128 | $52.6M |
| Prosperity Consulting Group, LLC | 2.36% | Add +22.9% | 263,654 | $52.4M |
| Apollon Wealth Management, LLC | 0.90% | Reduce -3.0% | 261,259 | $51.9M |
| Alliancebernstein L.P. | 0.02% | Reduce -6.6% | 251,788 | $50.0M |
| State of Michigan Retirement System | 0.24% | Reduce -0.5% | 245,049 | $48.7M |
| Baird Financial Group, Inc. | 0.08% | Reduce -8.7% | 243,321 | $48.3M |
| Life Line Wealth Management LLC | 14.08% | Reduce -1.9% | 239,991 | $47.7M |
| 49 Wealth Management, LLC | 3.84% | Add +13.3% | 237,787 | $47.2M |
| Kathmere Capital Management, LLC | 3.08% | Add +3.2% | 230,233 | $45.7M |
| Aspen Wealth Management LLC | 9.55% | Add +2.6% | 228,882 | $45.5M |
| UMB Bank, n.a. | 0.60% | Reduce -52.4% | 225,611 | $44.8M |
| IHT Wealth Management, LLC | 1.06% | Add +2.7% | 218,528 | $43.4M |
| Glenmede Trust Co. NA | 0.20% | — | 217,142 | $43.1M |
| Millburn Ridgefield LLC | 1.01% | Reduce -7.1% | 212,601 | $42.2M |
| Catalyst Capital Advisors LLC | 0.87% | Reduce -7.1% | 212,601 | $42.2M |
| Hengehold Capital Management LLC | 3.52% | Add +0.3% | 210,213 | $41.8M |
| AlphaCore Capital LLC | 0.93% | Add +602.6% | 209,540 | $41.6M |
| Farther Finance Advisors, LLC | 0.44% | Reduce -0.1% | 208,567 | $41.4M |
| Wealth Group Ltd | 9.06% | Add +3.5% | 203,892 | $40.5M |
| TD Capital Management LLC | 3.50% | Reduce -1.0% | 198,756 | $39.5M |
| Sharkey, Howes & Javer | 4.94% | Reduce -25.6% | 195,868 | $38.9M |
| SlateStone Wealth, LLC | 3.24% | Add +3.8% | 194,888 | $38.7M |
| 1900 Wealth Management LLC | 2.46% | Add +0.1% | 192,948 | $38.3M |
| Pinnacle Financial Partners, Inc. | 0.28% | — | 183,788 | $36.5M |
| CFO4Life Group, LLC | 4.99% | Reduce -1.2% | 176,230 | $35.0M |
| Austin Private Wealth, LLC | 2.62% | Reduce -45.1% | 176,184 | $35.0M |
| Sowell Financial Services LLC | 1.26% | Add +4.1% | 172,371 | $34.2M |
| Atria Investments, Inc | 0.39% | Reduce -40.7% | 170,637 | $33.9M |
| Goldstein Advisors, LLC | 3.83% | Reduce -41.3% | 169,196 | $33.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.51% | Add +5.4% | 169,104 | $33.6M |
| MA Private Wealth | 5.60% | Add +1.4% | 169,087 | $33.6M |
| Franklin Resources Inc. | 0.01% | Reduce -0.1% | 169,032 | $33.6M |
| Capital Advisors, Ltd. LLC | 3.76% | Add +1.7% | 168,053 | $33.4M |
| Dynasty Wealth Management, LLC | 0.33% | Reduce -71.2% | 167,910 | $33.4M |
| Scarborough Advisors, LLC | 5.56% | Reduce -26.0% | 165,682 | $32.9M |
| Pure Financial Advisors, LLC | 0.49% | Add +3.5% | 165,510 | $32.9M |
| Armbruster Capital Management, Inc. | 5.50% | Add +1.2% | 164,914 | $32.8M |
| Parallel Advisors, LLC | 0.60% | Reduce -2.6% | 163,901 | $32.6M |
| Ameritas Advisory Services, LLC | 1.22% | Add +4022.5% | 163,415 | $32.5M |
| Family Manage LLC | 4.07% | Add +7.7% | 162,280 | $32.2M |
| ARS Wealth Advisors Group, LLC | 2.88% | Reduce -2.3% | 160,623 | $31.9M |
| Cardinal Strategic Wealth Guidance | 8.28% | Reduce -25.3% | 159,433 | $31.7M |
| Bryn Mawr Trust Advisors, LLC | 1.52% | Reduce -7.3% | 159,213 | $31.6M |
| Liberty Wealth Management LLC | 4.08% | Add +2.0% | 159,312 | $31.6M |
| CreativeOne Wealth, LLC | 0.76% | Reduce -40.8% | 158,521 | $31.5M |
| Truist Financial Corp. | 0.04% | Reduce -40.0% | 157,959 | $31.4M |
| Symmetry Partners, LLC | 1.82% | Add +1.5% | 155,158 | $30.8M |
| Heck Capital Advisors, LLC | 2.27% | Reduce -1.8% | 153,283 | $30.4M |
| Cambridge Associates LLC /Ma/ | 0.50% | Add +1.0% | 153,029 | $30.4M |
| Lineweaver Wealth Advisors, LLC | 4.09% | Add +2.1% | 151,174 | $30.0M |
| Aptus Capital Advisors, LLC | 0.25% | Add +0.2% | 149,836 | $29.8M |
| Stratos Wealth Partners, LTD. | 0.34% | Reduce -12.8% | 149,224 | $29.6M |
| Centaurus Financial, Inc. | 1.34% | Add +12.6% | 147,690 | $29.3M |
| Boulder Wealth Advisors, LLC | 12.33% | Add +0.9% | 146,896 | $29.2M |
| CGC Financial Services, LLC | 7.79% | Reduce -2.0% | 146,660 | $29.1M |
| BOK Financial Private Wealth, Inc. | 1.75% | Reduce -1.5% | 143,952 | $28.6M |
| Choreo, LLC | 0.36% | Reduce -7.2% | 142,332 | $28.5M |
| Icon Wealth Advisors, LLC | 1.89% | Reduce -37.2% | 142,742 | $28.4M |
| Strategic Blueprint, LLC | 1.64% | Reduce -24.8% | 139,931 | $27.8M |
| Bitterroot Capital Advisors LLC | 18.95% | — | 139,351 | $27.7M |
| NewEdge Wealth, LLC | 0.31% | Add +99.3% | 136,107 | $27.0M |
| RVW Wealth, LLC | 2.04% | Reduce -1.1% | 134,645 | $26.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.59% | Reduce -40.0% | 133,663 | $26.5M |
| Centerpoint Advisors, LLC | 8.11% | Reduce -1.6% | 132,788 | $26.4M |
| Perigon Wealth Management, LLC | 0.47% | Reduce -27.5% | 132,152 | $26.2M |
| Summit Wealth Partners, LLC | 4.73% | Reduce -2.2% | 128,870 | $25.6M |
| Journey Advisory Group, LLC | 2.12% | Reduce -0.3% | 126,715 | $25.2M |
| Aventus Investment Advisors, Inc. | 20.25% | Add +2.9% | 125,793 | $25.0M |
| GW Henssler & Associates Ltd. | 1.20% | Add +3.3% | 125,359 | $24.9M |
| Shepherd Financial Partners LLC | 2.30% | Reduce -32.8% | 125,154 | $24.9M |
| Client First Capital LLC | 10.55% | Add +1.3% | 124,359 | $24.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 8.45% | Reduce -2.3% | 122,770 | $24.4M |
| Tanglewood Wealth Management, Inc. | 2.21% | Reduce -2.3% | 121,624 | $24.2M |
| Ashton Thomas Private Wealth, LLC | 0.59% | Reduce -9.0% | 121,611 | $24.2M |
| Comerica Bank | 0.10% | Reduce -7.0% | 121,563 | $24.1M |
| Agf Management Ltd. | 0.11% | Reduce -4.1% | 121,376 | $24.1M |
| Cahill Financial Advisors Inc. | 2.62% | Add +10.5% | 120,607 | $24.0M |
| McMorgan & Co. LLC | 3.94% | Reduce -0.3% | 119,770 | $23.8M |
| Ascent Group, LLC | 0.78% | Reduce -50.2% | 115,100 | $22.9M |
| Annandale Capital, LLC | 3.69% | Add +252.8% | 114,253 | $22.7M |
| Legacy Edge Advisors, LLC | 2.48% | Add +2.0% | 113,890 | $22.6M |
| Horst & Graben Wealth Management LLC | 3.40% | Reduce -39.8% | 113,548 | $22.6M |
| Lido Advisors, LLC | 0.09% | Add +0.9% | 115,409 | $22.5M |
| Concurrent Investment Advisors, LLC | 0.25% | Add +40.3% | 111,127 | $22.1M |
| Meridian Wealth Partners, LLC | 3.03% | Reduce -2.0% | 110,775 | $22.0M |
| Focus Financial Network, Inc. | 0.76% | Add +0.0% | 109,923 | $21.8M |
| 360 Financial, Inc. | 6.59% | Add +9.9% | 109,748 | $21.8M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -21.5% | 109,670 | $21.8M |
| Skyline Advisors, Inc. | 7.25% | Add +1.4% | 109,374 | $21.7M |
| Principal Securities, Inc. | 0.33% | Add +24.4% | 108,994 | $21.6M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +2.9% | 108,535 | $21.6M |
| Kestra Private Wealth Services, LLC | 0.27% | Reduce -18.4% | 108,164 | $21.5M |
| Strategic Point Investment Advisors, LLC | 2.94% | Add +2.6% | 107,177 | $21.3M |
| Fort Washington Investment Advisors Inc. | 0.11% | Reduce -11.2% | 106,924 | $21.2M |
| Mgo One Seven LLC | 0.43% | Reduce -12.7% | 106,624 | $21.2M |
| Keystone Financial Services | 6.37% | Reduce -19.0% | 106,219 | $21.1M |
| Financial Partners Group, Inc | 2.44% | Add +7.8% | 104,050 | $21.1M |
| Advus Financial Partners, LLC | 5.09% | Add +1.5% | 105,782 | $21.0M |
| Regatta Capital Group, LLC | 3.16% | Add +0.9% | 105,426 | $20.9M |
| SteelPeak Wealth, LLC | 0.68% | Reduce -38.1% | 104,802 | $20.8M |
| Allworth Financial LP | 0.09% | Reduce -1.7% | 104,563 | $20.8M |
| Creative Planning | 0.01% | Add +1.7% | 104,217 | $20.7M |
| Journey Strategic Wealth LLC | 0.54% | Add +722.7% | 103,985 | $20.7M |
| Tobias Financial Advisors, Inc. | 2.91% | Add +2.8% | 103,800 | $20.6M |
| Van Hulzen Asset Management, LLC | 1.50% | Reduce -10.3% | 102,795 | $20.4M |
| Weaver Consulting Group | 4.86% | Reduce -1.1% | 100,104 | $19.9M |
| Stephens Inc. | 0.25% | Reduce -1.1% | 99,680 | $19.8M |
| Brookstone Capital Management | 0.22% | Reduce -29.1% | 98,912 | $19.6M |
| CFS Investment Advisory Services, LLC | 1.39% | Reduce -36.5% | 95,993 | $19.1M |
| Insight Wealth Strategies, LLC | 2.17% | Reduce -0.1% | 95,210 | $18.9M |
| One Wealth Advisors, LLC | 2.30% | Reduce -32.3% | 94,908 | $18.9M |
| Trinity Wealth Management, LLC | 6.90% | Reduce -0.8% | 94,379 | $18.7M |
| Center for Financial Planning, Inc. | 1.90% | Reduce -2.5% | 91,876 | $18.2M |
| Jefferies Financial Group Inc. | 0.15% | Add +0.2% | 91,759 | $18.2M |
| Keebeck Wealth Management | 2.09% | Reduce -9.2% | 90,974 | $18.1M |
| Intrust Bank NA | 1.49% | Add +0.3% | 90,290 | $17.9M |
| Well Done, LLC | 2.67% | Reduce -1.7% | 89,858 | $17.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +153.2% | 88,606 | $17.6M |
| Wealthspire Advisors, LLC | 0.14% | Add +0.5% | 87,164 | $17.3M |
| Apeiron RIA LLC | 3.51% | Reduce -10.1% | 85,215 | $17.3M |
| IFP Advisors, Inc | 0.39% | Reduce -16.4% | 86,337 | $17.1M |
| Waverly Advisors, LLC | 0.14% | Reduce -18.4% | 85,726 | $17.0M |
| Pettinga Financial Advisors LLC | 3.21% | Reduce -46.7% | 85,243 | $16.9M |
| J. Mark Nickell & Co. | 15.58% | — | 84,969 | $16.9M |
| Integrity Alliance, Llc. | 0.62% | Reduce -39.5% | 84,822 | $16.8M |
| KWB Wealth | 1.59% | Reduce -42.8% | 84,694 | $16.8M |
| Element Pointe Advisors, LLC | 3.25% | Reduce -2.1% | 84,573 | $16.8M |
| Investor's Fiduciary Advisor Network, LLC | 3.60% | Add +192.1% | 84,530 | $16.8M |
| Detalus Advisors, LLC | 4.09% | Reduce -28.7% | 84,523 | $16.8M |
| Stone House Investment Management, LLC | 2.60% | Reduce -44.5% | 84,248 | $16.7M |
| Mayflower Financial Advisors, LLC | 2.00% | Reduce -20.7% | 82,994 | $16.5M |
| Elevated Financial Group LLC | 5.68% | — | 82,669 | $16.4M |
| MB Generational Wealth, LLC | 8.69% | Reduce -0.2% | 82,653 | $16.4M |
| Bell Investment Advisors, Inc | 2.59% | Add +0.4% | 82,549 | $16.4M |
| Community Financial Services Group, LLC | 3.00% | Reduce -1.3% | 82,184 | $16.3M |
| Scissortail Wealth Management, LLC | 3.68% | Add +1.6% | 81,149 | $16.1M |
| Apella Capital, LLC | 0.31% | Reduce -7.9% | 79,802 | $15.9M |
| HUB Investment Partners, LLC | 0.43% | Reduce -0.6% | 79,775 | $15.8M |
| Cypress Wealth Services, LLC | 2.19% | Reduce -33.1% | 79,693 | $15.8M |
| Motive Wealth Advisors | 6.57% | Reduce -0.4% | 77,663 | $15.4M |
| Lutz Financial Services LLC | 1.04% | Add +5.7% | 77,301 | $15.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.47% | No change | 77,200 | $15.3M |
| Global Retirement Partners, LLC | 0.27% | Add +1.3% | 76,928 | $15.3M |
| Shufro Rose & Co. LLC | 1.04% | Add +15.4% | 76,764 | $15.2M |
| Sagespring Wealth Partners, LLC | 0.28% | Reduce -60.0% | 225,748 | $15.2M |
| Global Wealth Strategies & Associates | 3.75% | Add +3.0% | 75,729 | $15.0M |
| Physician Wealth Advisors, Inc. | 2.08% | Reduce -43.4% | 75,413 | $15.0M |
| Bank of Montreal | 0.01% | Add +34.1% | 73,599 | $14.6M |
| High Falls Advisors, Inc | 2.95% | Reduce -45.2% | 73,422 | $14.6M |
| IFG Advisory, LLC | 0.63% | Add +7.6% | 72,840 | $14.5M |
| Sovran Advisors, LLC | 1.23% | Reduce -18.3% | 70,956 | $14.4M |
| Kraft, Davis & Associates, LLC | 3.22% | Reduce -11.4% | 70,607 | $14.4M |
| Caprock Group, LLC | 0.30% | Add +1.2% | 71,070 | $14.1M |
| Jmac Enterprises LLC | 2.69% | Add +1.8% | 70,738 | $14.0M |
| Gladstone Institutional Advisory LLC | 0.53% | Add +7.5% | 70,480 | $14.0M |
| Wealth Quarterback LLC | 5.03% | Add +2.5% | 70,390 | $14.0M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +58.4% | 69,858 | $13.9M |
| Snowden Capital Advisors LLC | 0.36% | Reduce -7.0% | 69,416 | $13.8M |
| Wood Tarver Financial Group, LLC | 3.83% | Add +1.3% | 68,752 | $13.7M |
| Ewa, LLC | 3.32% | Reduce -43.9% | 68,318 | $13.6M |
| Stonebrook Private Inc. | 2.84% | Reduce -36.8% | 68,301 | $13.6M |
| CGN Advisors LLC | 1.06% | Reduce -8.1% | 67,462 | $13.4M |
| Garrett Wealth Advisory Group, LLC | 2.50% | Reduce -2.0% | 66,528 | $13.2M |
| Intelligence Driven Advisers, LLC | 1.88% | Reduce -11.6% | 66,256 | $13.2M |
| Kelly Financial Services LLC | 3.27% | Reduce -44.4% | 65,709 | $13.1M |
| Quantinno Capital Management LP | 0.03% | Add +33.8% | 65,370 | $13.0M |
| Richard Bernstein Advisors LLC | 0.38% | Reduce -4.1% | 65,318 | $13.0M |
| World Investment Advisors | 0.21% | Add +135.7% | 64,632 | $12.8M |
| Trek Financial, LLC | 0.74% | Reduce -35.9% | 64,545 | $12.8M |
| Connable Office Inc. | 1.17% | Reduce -5.7% | 64,103 | $12.7M |
| Bank of Nova Scotia | 0.02% | Reduce -43.9% | 63,695 | $12.7M |
| Eastern Bank | 0.22% | Reduce -80.2% | 63,020 | $12.5M |
| Arax Advisory Partners | 0.36% | New | 61,717 | $12.3M |
| Wealthcare Advisory Partners LLC | 0.24% | Reduce -0.4% | 61,339 | $12.2M |
| Elevation Capital Advisory, LLC | 4.95% | New | 61,058 | $12.1M |
| Csenge Advisory Group | 0.55% | Reduce -18.1% | 60,675 | $12.1M |
| Hughes Financial Services, LLC | 1.89% | Reduce -71.5% | 60,442 | $12.0M |
| Moment Partners, LLC | 2.47% | Reduce -23.4% | 60,390 | $12.0M |
| Trilogy Capital Inc. | 0.53% | Reduce -6.0% | 60,147 | $11.9M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.44% | — | 60,122 | $11.9M |
| ONE Advisory Partners, LLC | 3.60% | Reduce -40.8% | 60,077 | $11.9M |
| PAX Financial Group, LLC | 2.05% | Reduce -45.0% | 59,865 | $11.9M |
| 5T Wealth, LLC | 4.68% | Reduce -8.3% | 59,037 | $11.7M |
| Midwest Capital Advisors, LLC | 5.59% | Reduce -39.9% | 58,710 | $11.7M |
| Kickstand Ventures, Llc. | 2.45% | Reduce -1.1% | 58,480 | $11.6M |
| Wealth Alliance, LLC | 1.14% | Reduce -43.1% | 58,405 | $11.6M |
| Balentine LLC | 0.44% | Reduce -12.3% | 58,303 | $11.6M |
| Kilter Group LLC | 5.13% | Reduce -26.5% | 58,117 | $11.5M |
| GSG Advisors LLC | 2.97% | Reduce -0.8% | 57,848 | $11.5M |
| Forthright Family Wealth Advisory LLC | 7.18% | Add +1.5% | 57,535 | $11.4M |
| Vise Technologies, Inc. | 0.22% | Add +47.5% | 57,506 | $11.4M |
| ERn Financial, LLC | 2.13% | Add +0.7% | 56,958 | $11.3M |
| Montecito Bank & Trust | 1.80% | Reduce -2.4% | 56,779 | $11.3M |
| AQR Capital Management | 0.01% | Add +46.7% | 56,575 | $11.2M |
| Qube Research & Technologies Ltd | 0.02% | Add +27.1% | 56,427 | $11.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.31% | Reduce -7.6% | 56,280 | $11.2M |
| O'shaughnessy Asset Management, LLC | 0.06% | Add +8.9% | 56,138 | $11.2M |
| Emissary Wealth LLC | 9.36% | — | 56,117 | $11.1M |
| TSA Wealth Managment LLC | 3.66% | Reduce -34.9% | 55,593 | $11.0M |
| Meitav Investment House Ltd. | 0.13% | Reduce -0.9% | 55,417 | $11.0M |
| Jacobi Capital Management LLC | 0.64% | Add +0.8% | 55,200 | $11.0M |
| Asset Advisors Investment Management, LLC | 1.01% | Add +3.3% | 55,039 | $10.9M |
| Exchange Traded Concepts, LLC | 0.09% | Add +1.9% | 54,699 | $10.9M |
| Dorsey & Whitney Trust CO LLC | 0.57% | Add +0.9% | 54,672 | $10.9M |
| Capital Investment Advisory Services, LLC | 0.76% | Add +1.3% | 54,425 | $10.8M |
| Perennial Investment Advisors, LLC | 0.85% | Add +3.5% | 54,342 | $10.8M |
| Assetmark, Inc. | 0.02% | Reduce -28.0% | 54,287 | $10.8M |
| BCGM Wealth Management, LLC | 2.74% | Reduce -39.0% | 54,070 | $10.7M |
| StrongBox Wealth, LLC | 3.47% | Reduce -10.8% | 53,207 | $10.6M |
| Tennessee Valley Asset Management Partners | 1.37% | Add +4.0% | 53,046 | $10.5M |
| Independent Financial Group, LLC | 0.23% | Add +24.3% | 52,906 | $10.5M |
| Premier Path Wealth Partners, LLC | 1.36% | Reduce -7.7% | 52,856 | $10.5M |
| First Foundation Advisors | 0.40% | Reduce -2.0% | 52,776 | $10.5M |
| Magnolia Capital Advisors LLC | 2.18% | Add +52.1% | 52,225 | $10.4M |
| Sigma Planning Corp | 0.29% | Reduce -6.3% | 52,011 | $10.3M |
| WCG Wealth Advisors LLC | 0.29% | Reduce -21.6% | 51,926 | $10.3M |
| Blue Edge Capital, LLC | 1.38% | Add +4.2% | 51,807 | $10.3M |
| Ullmann Wealth Partners Group, LLC | 1.06% | Reduce -1.1% | 52,113 | $10.2M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 51,357 | $10.2M |
| Crown Wealth Group, LLC | 2.85% | Reduce -4.3% | 51,350 | $10.2M |
| VestGen Advisors, LLC | 0.42% | Reduce -44.7% | 50,178 | $10.0M |
| Guided Capital Wealth Management, LLC | 6.97% | Add +1.6% | 50,041 | $9.9M |
| Forte Asset Management LLC | 4.50% | Reduce -0.1% | 49,937 | $9.9M |
| River's Edge Wealth Management, LLC | 9.65% | — | 49,030 | $9.9M |
| Flagship Private Wealth, LLC | 3.87% | Reduce -3.6% | 49,493 | $9.8M |
| MRA Advisory Group | 4.10% | Add +3.6% | 49,137 | $9.8M |
| Geneva Partners, LLC | 3.48% | Reduce -1.1% | 49,133 | $9.8M |
| SOL Capital Management CO | 0.88% | Reduce -2.4% | 49,117 | $9.8M |
| National Bank of Canada | 0.01% | Add +6.0% | 49,114 | $9.8M |
| Stonehearth Capital Management, LLC | 3.59% | Reduce -3.7% | 48,789 | $9.7M |
| Claro Advisors Inc. | 1.32% | Reduce -28.9% | 48,587 | $9.7M |
| Elevation Point Wealth Partners, LLC | 0.46% | Add +128.9% | 48,551 | $9.6M |
| Arq Wealth Advisors, LLC | 2.60% | Add +10.8% | 48,467 | $9.6M |
| Financial Life Advisors | 2.97% | Add +3.8% | 48,455 | $9.6M |
| MAI Capital Management | 0.06% | Add +39.3% | 48,322 | $9.6M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +46.6% | 48,053 | $9.5M |
| Three Magnolias Financial Advisors, LLC | 5.93% | Reduce -2.0% | 48,052 | $9.5M |
| Regal Investment Advisors LLC | 0.57% | Reduce -34.1% | 47,784 | $9.5M |
| Northern Trust Corp. | 0.00% | Add +0.9% | 46,919 | $9.3M |
| Vident Advisory, LLC | 0.09% | Reduce -2.9% | 46,738 | $9.3M |
| RFG Advisory, LLC | 0.17% | Reduce -16.4% | 46,283 | $9.2M |
| M1 Capital Management LLC | 3.83% | Reduce -6.1% | 46,219 | $9.2M |
| SVB Wealth LLC | 0.54% | Reduce -19.5% | 46,205 | $9.2M |
| Running Point Capital Advisors, LLC | 2.48% | Reduce -3.0% | 45,840 | $9.1M |
| Mutual Advisors, LLC | 0.20% | Reduce -3.4% | 45,786 | $9.1M |
| Diversify Wealth Management, LLC | 0.42% | Reduce -61.3% | 44,583 | $9.1M |
| Royal Harbor Partners, LLC | 2.96% | Add +0.7% | 45,154 | $9.0M |
| Cabot Wealth Management Inc. | 0.99% | Add +6.8% | 44,906 | $8.9M |
| Legacy Financial Group LLC | 1.10% | Reduce -47.2% | 44,225 | $8.9M |
| Sculati Wealth Management, LLC | 3.14% | Add +8.2% | 44,861 | $8.9M |
| Spire Wealth Management | 0.30% | Reduce -11.6% | 44,829 | $8.9M |
| Watershed Private Wealth LLC | 2.64% | Reduce -40.4% | 44,288 | $8.8M |
| Swmg, LLC | 2.43% | Reduce -47.5% | 42,980 | $8.8M |
| CoreCap Advisors, LLC | 0.30% | Reduce -9.9% | 43,574 | $8.7M |
| PMG Wealth Management, Inc. | 6.32% | Add +0.7% | 43,448 | $8.6M |
| BOS Asset Management, LLC | 2.30% | Add +3.1% | 43,075 | $8.6M |
| Tradition Wealth Management, LLC | 0.61% | Reduce -28.9% | 43,060 | $8.6M |
| Rwa Wealth Partners, LLC | 0.09% | Reduce -61.0% | 43,034 | $8.5M |
| Green Ridge Wealth Planning LLC | 4.33% | — | 42,626 | $8.5M |
| Citadel Advisors | 0.01% | Add +525.6% | 42,389 | $8.4M |
| Maia Wealth LLC | 1.42% | Reduce -40.1% | 41,345 | $8.3M |
| Tsfg, LLC | 1.24% | Reduce -46.6% | 41,695 | $8.3M |
| Rothschild Wealth LLC | 0.79% | Reduce -54.7% | 41,585 | $8.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -6.5% | 45,412 | $8.3M |
| Nest Investments, LLC | 6.84% | — | 41,135 | $8.2M |
| Beacon Advisors Holdings, LLC | 4.29% | — | 41,059 | $8.2M |
| Formidable Asset Management, LLC | 1.18% | Reduce -6.1% | 41,680 | $8.1M |
| Security Financial Services, INC. | 1.25% | Reduce -69.5% | 40,211 | $8.0M |
| Ironsides Asset Advisors, LLC | 2.00% | Add +19.4% | 39,692 | $7.9M |
| Legacy Advisory Services, LLC | 5.86% | Add +0.2% | 39,218 | $7.8M |
| PFG Advisors | 0.38% | Reduce -39.3% | 38,975 | $7.7M |
| Client 1ST Advisory Group, LLC | 2.42% | Add +4.4% | 38,944 | $7.7M |
| Performa Ltd (US), LLC | 1.96% | Reduce -1.3% | 38,883 | $7.7M |
| Nuveen, LLC | 0.00% | No change | 42,462 | $7.7M |
| First American Trust, FSB | 0.52% | Add +7.4% | 38,409 | $7.6M |
| Town Capital LLC | 6.24% | — | 38,405 | $7.6M |
| ShoreHaven Wealth Partners, LLC | 2.70% | Reduce -41.1% | 37,899 | $7.5M |
| HSBC Holdings PLC | 0.00% | Add +8.0% | 37,378 | $7.4M |
| Summit Financial, LLC | 0.11% | Add +3.2% | 37,296 | $7.4M |
| Guardian Wealth Advisors, LLC / NC | 0.46% | Add +0.9% | 37,227 | $7.4M |
| Annex Advisory Services, LLC | 0.14% | Reduce -5.4% | 37,222 | $7.4M |
| Golden State Wealth Management, LLC | 0.77% | Add +0.3% | 36,703 | $7.3M |
| Win Advisors, Inc. | 3.08% | New | 36,544 | $7.3M |
| Invst, LLC | 0.79% | Reduce -52.8% | 36,512 | $7.3M |
| Capital Advantage, Inc. | 0.98% | Add +4.5% | 36,446 | $7.2M |
| Capital Analysts, LLC | 0.20% | Reduce -48.3% | 36,002 | $7.2M |
| Symphony Financial, Ltd. Co. | 0.95% | Reduce -28.3% | 35,541 | $7.1M |
| WealthShield Partners, LLC | 0.78% | Reduce -41.5% | 35,656 | $7.1M |
| Yoder Wealth Management, Inc. | 3.21% | Reduce -14.5% | 35,699 | $7.0M |
| Highview Capital Management LLC | 2.48% | Add +11.8% | 35,336 | $7.0M |
| Peddock Capital Advisors, LLC | 1.45% | Reduce -3.4% | 34,834 | $6.9M |
| Beacon Bridge Wealth Partners, LLC | 2.28% | Reduce -61.6% | 34,559 | $6.9M |
| Leavell Investment Management, Inc. | 0.28% | Reduce -1.6% | 34,416 | $6.8M |
| Vista Investment Management | 2.25% | Add +6.4% | 34,337 | $6.8M |
| Interactive Financial Advisors, Inc. | 4.40% | Reduce -6.5% | 34,307 | $6.8M |
| Marino, Stram & Associates LLC | 1.23% | Add +3.7% | 34,298 | $6.8M |
| PFG Private Wealth Management, LLC | 2.97% | Add +2117.3% | 34,190 | $6.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -63.1% | 33,607 | $6.7M |
| TruWealth Advisors, LLC | 0.33% | Add +6.7% | 33,510 | $6.7M |
| Advisory Services Network, LLC | 0.09% | Reduce -24.6% | 33,358 | $6.6M |
| Capital Investment Advisors, LLC | 0.10% | Reduce -1.7% | 33,345 | $6.6M |
| Old National Bancorp | 0.11% | Add +0.6% | 33,242 | $6.6M |
| Cora Capital Advisors LLC | 2.52% | No change | 32,531 | $6.5M |
| Waterloo Capital, L.P. | 0.47% | Reduce -0.8% | 32,527 | $6.5M |
| Centurion Wealth Management LLC | 1.42% | Reduce -15.2% | 32,469 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -2.3% | 32,446 | $6.4M |
| Bay Harbor Wealth Management, LLC | 1.68% | Reduce -47.5% | 32,369 | $6.4M |
| McNaughton Wealth Management, LLC | 2.62% | Reduce -40.5% | 32,070 | $6.4M |
| Allstate Corp. | 0.09% | Reduce -16.4% | 32,067 | $6.4M |
| West Wealth Group, LLC | 1.32% | Add +6.0% | 32,065 | $6.4M |
| Hoese & Co LLP | 4.54% | Reduce -26.1% | 32,042 | $6.4M |
| Kovack Advisors, Inc. | 0.30% | Add +445.5% | 31,630 | $6.3M |
| Fidelis Capital Partners, LLC | 0.46% | Reduce -1.3% | 31,607 | $6.3M |
| Theory Financial LLC | 2.05% | Reduce -33.3% | 29,937 | $6.1M |
| Bison Wealth, LLC | 0.69% | Reduce -22.4% | 31,769 | $6.1M |
| Paller Financial Services Inc | 4.82% | — | 30,287 | $6.0M |
| Trust Co | 0.56% | Reduce -2.3% | 30,221 | $6.0M |
| Shum Financial Group, Inc. | 4.31% | Add +2.1% | 30,096 | $6.0M |
| Leslie Global Wealth, LLC | 2.67% | Add +5.1% | 29,826 | $5.9M |
| Avant Capital LLC | 4.07% | Reduce -1.4% | 29,825 | $5.9M |
| Partners Capital Investment Group, LLP | 0.22% | Add +0.3% | 29,789 | $5.9M |
| Compound Planning, Inc. | 0.17% | Reduce -4.6% | 29,629 | $5.9M |
| Sheridan Capital Management, LLC | 2.98% | Reduce -0.3% | 29,592 | $5.9M |
| Inscription Capital, LLC | 0.60% | Add +0.0% | 29,420 | $5.8M |
| Pinion Investment Advisors, LLC | 1.42% | Add +18.7% | 29,279 | $5.8M |
| SigFig Wealth Management, LLC | 0.17% | Reduce -37.1% | 29,235 | $5.8M |
| KM Capital Management Ltd. | 2.95% | Reduce -5.7% | 29,119 | $5.8M |
| Flywheel Private Wealth LLC | 3.59% | Add +102.6% | 28,971 | $5.8M |
| American Money Management, LLC | 0.90% | Add +5.3% | 28,839 | $5.7M |
| Quadrant Private Wealth Management, LLC | 0.94% | Reduce -41.5% | 28,793 | $5.7M |
| Blair William & Co. | 0.02% | Add +9.2% | 28,609 | $5.7M |
| Beacon Financial Group | 0.55% | Reduce -58.1% | 28,025 | $5.6M |
| Apollon Financial, LLC | 0.80% | Reduce -0.4% | 27,826 | $5.5M |
| Verus Capital Partners, LLC | 0.37% | Reduce -17.7% | 27,818 | $5.5M |
| Breakwater Capital Group | 0.77% | Add +0.5% | 27,811 | $5.5M |
| Firethorn Wealth Partners, LLC | 2.05% | Reduce -31.4% | 27,636 | $5.5M |
| FFG Retirement Advisors LLC | 3.40% | Reduce -15.6% | 27,612 | $5.5M |
| Financial Enhancement Group LLC | 0.71% | Reduce -1.6% | 27,124 | $5.5M |
| Ehrenkranz Partners L.P. | 6.19% | No change | 27,490 | $5.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.65% | Reduce -26.8% | 27,404 | $5.4M |
| Savvy Advisors, Inc. | 0.18% | Add +10.9% | 27,381 | $5.4M |
| Keystone Financial Group | 0.40% | Add +34.9% | 27,352 | $5.4M |
| Harbour Investments, Inc. | 0.11% | Reduce -20.6% | 27,330 | $5.4M |
| Peak Wealth Management LLC | 4.53% | — | 27,268 | $5.4M |
| Diversify Advisory Services, LLC | 0.17% | Reduce -28.6% | 26,421 | $5.4M |
| Hobbs Wealth Management, LLC | 5.21% | Reduce -54.6% | 26,967 | $5.4M |
| OMNI 360 Wealth, Inc. | 2.72% | Add +0.0% | 26,208 | $5.3M |
| EP Wealth Advisors, LLC | 0.03% | — | 26,701 | $5.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.2% | 26,680 | $5.3M |
| Cornerstone Advisors Asset Management, LLC | 0.86% | Reduce -14.1% | 26,643 | $5.3M |
| Tempo Wealth, LLC | 0.94% | — | 26,537 | $5.3M |
| Spectrum Planning & Advisory Services Inc. | 2.70% | Reduce -37.0% | 26,456 | $5.3M |
| Endeavor Private Wealth, Inc. | 1.50% | Reduce -43.0% | 26,274 | $5.2M |
| Braun-Bostich & Associates Inc. | 3.20% | Reduce -30.9% | 26,135 | $5.2M |
| Core Wealth Advisors, LLC | 4.05% | — | 25,915 | $5.1M |
| Lifelong Wealth Advisors, Inc. | 1.36% | Reduce -45.0% | 25,825 | $5.1M |
| Summit Trail Advisors, LLC | 0.09% | Reduce -83.3% | 25,754 | $5.1M |
| Bedminster, LLC | 4.69% | — | 25,716 | $5.1M |
| Red Tortoise LLC | 2.19% | Add +0.2% | 25,674 | $5.1M |
| Stillwater Wealth Management Group | 3.46% | Add +2.7% | 25,664 | $5.1M |
| Oppenheimer & Co. Inc. | 0.07% | Add +234.4% | 25,582 | $5.1M |
| Shared Vision Wealth Group LLC | 2.05% | Reduce -30.5% | 24,903 | $5.1M |
| Fortis Capital Management LLC | 0.67% | Add +3.4% | 25,500 | $5.1M |
| Mosley Wealth Management | 2.32% | — | 25,733 | $5.1M |
| Western Wealth Management, LLC | 0.23% | Reduce -9.4% | 25,474 | $5.1M |
| Custos Family Office, LLC | 3.45% | Reduce -24.8% | 25,471 | $5.1M |
| Lantz Financial LLC | 1.06% | Reduce -30.1% | 25,408 | $5.0M |
| AlTi Global, Inc. | 0.11% | Add +24.4% | 25,388 | $5.0M |
| HMV Wealth Advisors, LLC | 2.52% | Reduce -0.6% | 25,335 | $5.0M |
| Insigneo Advisory Services, LLC | 0.36% | Add +219.5% | 25,281 | $5.0M |
| Warner Financial, Inc. | 1.74% | Reduce -4.1% | 25,280 | $5.0M |
| Tacita Capital Inc | 2.91% | Reduce -0.3% | 25,258 | $5.0M |
| KPP Advisory Services LLC | 0.72% | Reduce -10.5% | 25,030 | $5.0M |
| Worth Financial Advisory Group, LLC | 2.40% | Reduce -2.2% | 24,965 | $5.0M |
| SageView Advisory Group, LLC | 0.17% | Reduce -0.5% | 24,908 | $4.9M |
| Twin Peaks Wealth Advisors, LLC | 1.44% | Reduce -39.0% | 24,217 | $4.9M |
| Daviman Financial, LLC | 2.89% | — | 24,830 | $4.9M |
| Forteris Wealth Management Inc. | 4.83% | — | 24,708 | $4.9M |
| Avidian Wealth Enterprises, LLC | 0.18% | Reduce -34.5% | 24,646 | $4.9M |
| Gambit Capital Management, LLC | 3.49% | — | 24,592 | $4.9M |
| SWP Financial LLC | 2.45% | Reduce -52.8% | 24,543 | $4.9M |
| Rollins Financial Advisors, LLC | 0.71% | Reduce -6.1% | 24,514 | $4.9M |
| Gen-Wealth Partners Inc | 1.56% | Reduce -40.1% | 24,486 | $4.9M |
| Lincoln Capital Corp. | 1.72% | Reduce -1.4% | 24,365 | $4.8M |
| B.O.S.S. Retirement Advisors, LLC | 1.51% | Add +43.0% | 24,150 | $4.8M |
| Stanich Group LLC | 3.59% | Reduce -1.7% | 23,976 | $4.8M |
| Aries Wealth Management | 1.05% | Reduce -1.2% | 23,966 | $4.8M |
| Delos Wealth Advisors, LLC | 3.14% | Add +2.2% | 23,956 | $4.8M |
| LiftPoint Family Wealth Advisors LLC | 4.04% | — | 23,814 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +1.3% | 23,506 | $4.7M |
| Simon Quick Advisors, LLC | 0.20% | Reduce -1.4% | 23,483 | $4.7M |
| Silver Oak Securities, Incorporated | 0.31% | Add +58.3% | 23,257 | $4.7M |
| TCI Wealth Advisors, Inc. | 0.25% | Reduce -1.8% | 23,269 | $4.6M |
| Bridges Investment Management Inc. | 0.06% | No change | 23,264 | $4.6M |
| Hopwood Nicholas Hunter | 1.50% | — | 23,165 | $4.6M |
| Hudson Oak Wealth Advisory LLC | 4.05% | — | 23,115 | $4.6M |
| MorganRosel Wealth Management, LLC | 1.14% | Add +3.3% | 23,024 | $4.6M |
| ORG Partners LLC | 0.82% | Add +26.2% | 23,022 | $4.6M |
| Curtis Wealth Management LLC | 3.96% | — | 22,354 | $4.6M |
| Triumph Capital Management | 0.97% | Add +0.5% | 22,636 | $4.5M |
| Sherman Wealth Management LLC | 3.88% | — | 22,466 | $4.5M |
| Cornerstone Wealth Management, LLC | 0.23% | Reduce -0.3% | 22,370 | $4.4M |
| Titleist Asset Management, LLC | 0.36% | Reduce -19.4% | 22,363 | $4.4M |
| Beacon Financial Planning, Inc. | 2.14% | Add +1.6% | 22,350 | $4.4M |
| True Vision MN LLC | 2.24% | Reduce -45.5% | 22,184 | $4.4M |
| Redwood Investment Management, LLC | 0.49% | Reduce -8.7% | 22,135 | $4.4M |
| Barnes Wealth Management Group, Inc | 2.35% | Reduce -33.1% | 22,108 | $4.4M |
| Buttonwood Financial Group, LLC | 2.29% | Reduce -21.9% | 21,123 | $4.3M |
| Tme Financial, Inc. | 3.03% | Add +4.6% | 21,689 | $4.3M |
| Astoria Portfolio Advisors LLC. | 0.97% | Reduce -30.5% | 21,044 | $4.3M |
| Davis Wealth Advisors, LLC | 3.54% | Reduce -29.2% | 21,412 | $4.3M |
| Avestar Capital, LLC | 0.29% | Reduce -5.0% | 21,378 | $4.2M |
| Banco Santander, S.A. | 0.03% | Reduce -0.0% | 21,031 | $4.2M |
| Kastel Capital Advisors, LLC | 2.55% | — | 20,912 | $4.2M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -1.1% | 20,797 | $4.1M |
| Axxcess Wealth Management, LLC | 0.07% | Add +2.3% | 20,741 | $4.1M |
| Advyzon Investment Management, LLC | 0.48% | Add +302.8% | 20,696 | $4.1M |
| HB Wealth Management, LLC | 0.03% | Add +13.3% | 20,611 | $4.1M |
| Embree Financial Group | 0.50% | Reduce -2.6% | 20,507 | $4.1M |
| Prospera Financial Services Inc | 0.07% | Reduce -21.0% | 20,438 | $4.1M |
| Pinebridge Investments LLC | 0.03% | — | 20,275 | $4.0M |
| LifePlan Investment Advisors, Inc. | 1.64% | Add +14.0% | 20,224 | $4.0M |
| Polaris Investment Advisors, LLC | 2.90% | — | 20,219 | $4.0M |
| Private Trust Co. NA | 0.35% | Reduce -10.6% | 20,201 | $4.0M |
| Ethos Financial Group, LLC | 0.30% | Reduce -6.1% | 20,151 | $4.0M |
| Woodmont Investment Counsel LLC | 0.25% | Reduce -0.3% | 20,064 | $4.0M |
| Cynosure Group, LLC | 0.40% | Reduce -57.0% | 20,016 | $4.0M |
| Carnegie Investment Counsel | 0.07% | Add +3.2% | 19,998 | $4.0M |
| Concorde Asset Management, LLC | 1.58% | Reduce -5.1% | 19,929 | $4.0M |
| Sound Financial Strategies Group, LLC | 2.79% | Add +254.3% | 19,877 | $3.9M |
| Farrell Financial LLC | 2.33% | Add +4.2% | 19,859 | $3.9M |
| One Wealth Capital Management, LLC | 1.68% | Reduce -42.0% | 19,858 | $3.9M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -1.1% | 19,837 | $3.9M |
| First Citizens Financial Corp | 1.95% | Reduce -5.0% | 19,836 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +3.5% | 19,754 | $3.9M |
| Fluent Financial, LLC | 1.49% | Add +4.9% | 19,659 | $3.9M |
| CFM Wealth Partners LLC | 0.56% | Add +5.4% | 19,447 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -12.0% | 19,281 | $3.8M |
| Tyche Wealth Partners LLC | 0.61% | Reduce -5.0% | 19,189 | $3.8M |
| Beacon Financial Advisory LLC | 0.88% | Reduce -13.6% | 19,177 | $3.8M |
| Venturi Wealth Management, LLC | 0.17% | Add +0.1% | 19,157 | $3.8M |
| Managed Asset Portfolios, LLC | 0.46% | New | 19,108 | $3.8M |
| Clear Creek Financial Management, LLC | 0.31% | Reduce -1.6% | 19,105 | $3.8M |
| J.E. Simmons & Co., P.C. | 2.44% | — | 18,965 | $3.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.3% | 18,892 | $3.8M |
| JPL Wealth Management, LLC | 0.91% | Add +1359.1% | 18,881 | $3.8M |
| Mayfair Advisory Group, LLC | 1.44% | Reduce -0.2% | 18,621 | $3.7M |
| Sollinda Capital Management LLC | 0.94% | Add +10.2% | 18,609 | $3.7M |
| Simplicity Wealth,LLC | 0.22% | Reduce -44.6% | 18,507 | $3.7M |
| Crescent Grove Advisors, LLC | 0.35% | Reduce -6.2% | 18,489 | $3.7M |
| William John Sempolinski | 1.81% | — | 18,472 | $3.7M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -62.2% | 18,395 | $3.7M |
| HighPoint Advisor Group LLC | 0.08% | New | 18,234 | $3.6M |
| Macroview Investment Management LLC | 2.49% | Reduce -3.2% | 18,216 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -22.1% | 18,084 | $3.6M |
| Fifth Third Bancorp | 0.01% | Reduce -12.1% | 17,936 | $3.6M |
| Integrity Advisory Solutions, LLC | 0.51% | Reduce -6.9% | 17,853 | $3.5M |
| SimpliFi, Inc. | 1.49% | New | 17,764 | $3.5M |
| Market Street Wealth Management Advisors LLC | 0.55% | Reduce -9.7% | 17,726 | $3.5M |
| Founders Financial Securities LLC | 0.21% | Add +4.8% | 17,651 | $3.5M |
| Bedel Financial Consulting, Inc. | 0.38% | Reduce -7.4% | 17,647 | $3.5M |
| Regimen Wealth, LLC | 1.02% | Add +0.6% | 17,619 | $3.5M |
| WJ Wealth Management, LLC | 1.52% | Reduce -8.4% | 17,442 | $3.5M |
| Wealthgarden F.S. LLC | 2.28% | Reduce -29.5% | 16,944 | $3.5M |
| Triad Wealth Partners, LLC | 0.33% | Reduce -85.2% | 17,292 | $3.4M |
| Gateway Wealth Partners, LLC | 0.38% | Reduce -42.0% | 17,243 | $3.4M |
| Frisch Financial Group, Inc. | 0.77% | Add +38.2% | 17,226 | $3.4M |
| Elevate Capital Advisors, LLC | 2.26% | Reduce -5.0% | 17,217 | $3.4M |
| Foundry Financial Group, Inc. | 1.71% | Reduce -20.8% | 17,210 | $3.4M |
| GeoWealth Management, LLC | 0.13% | Reduce -47.2% | 17,198 | $3.4M |
| Robinson Smith Wealth Advisors LLC | 2.32% | Add +0.5% | 17,088 | $3.4M |
| Brookwood Investment Group LLC | 0.41% | Reduce -16.4% | 17,078 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +187.1% | 16,952 | $3.4M |
| Vertex Planning Partners, LLC | 0.77% | Reduce -38.8% | 16,784 | $3.3M |
| Interchange Capital Partners, LLC | 0.62% | Reduce -25.1% | 16,770 | $3.3M |
| Brown Brothers Harriman & Co. | 0.02% | Add +103.0% | 16,758 | $3.3M |
| United Advisor Group, LLC | 0.43% | Reduce -14.4% | 16,681 | $3.3M |
| Dakota Wealth Management | 0.06% | Add +2.3% | 16,666 | $3.3M |
| RCS Financial Planning, LLC | 1.42% | Reduce -32.2% | 16,558 | $3.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -18.5% | 16,477 | $3.3M |
| Tortoise Investment Management, LLC | 0.29% | Add +7.2% | 16,419 | $3.3M |
| Gallagher Fiduciary Advisors, LLC | 0.11% | Add +192.1% | 16,377 | $3.3M |
| QRG Capital Management, Inc. | 0.04% | Add +6.7% | 16,204 | $3.2M |
| Bulltick Wealth Management, LLC | 0.68% | Add +0.9% | 16,059 | $3.2M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Reduce -4.2% | 15,947 | $3.2M |
| Signet Financial Management, LLC | 0.35% | Reduce -40.6% | 15,742 | $3.1M |
| Delta Wealth Advisors LLC | 2.60% | Reduce -9.0% | 15,657 | $3.1M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -4.5% | 15,602 | $3.1M |
| Ieq Capital, LLC | 0.01% | Reduce -3.5% | 15,601 | $3.1M |
| Ridgeline Wealth, LLC | 2.14% | Reduce -3.9% | 15,569 | $3.1M |
| Transcend Capital Advisors, LLC | 0.24% | Reduce -32.6% | 15,510 | $3.1M |
| Keystone Wealth Services, LLC | 0.64% | Reduce -1.5% | 15,348 | $3.0M |
| Absolute Capital Management, LLC | 1.09% | Reduce -8.2% | 15,130 | $3.0M |
| Flputnam Investment Management Co. | 0.04% | Reduce -5.9% | 15,090 | $3.0M |
| Jaffetilchin Investment Partners, LLC | 0.17% | Reduce -1.0% | 15,068 | $3.0M |
| Bessemer Group Inc. | 0.00% | Reduce -0.8% | 15,029 | $3.0M |
| Smartleaf Asset Management LLC | 0.11% | Add +1.8% | 14,804 | $3.0M |
| Boreal Capital Management LLC | 2.70% | Reduce -32.0% | 14,871 | $3.0M |
| Carr Financial Group Corp | 0.78% | Reduce -2.9% | 14,790 | $2.9M |
| Portfolio Resources Advisor Group, Inc. | 2.93% | — | 14,744 | $2.9M |
| Houlihan Financial Resource Group, Ltd. | 1.13% | Add +170.9% | 14,597 | $2.9M |
| Betterment LLC | 0.01% | Add +41.5% | 14,554 | $2.9M |
| Renaissance Technologies | 0.00% | Add +215.2% | 14,500 | $2.9M |
| Acorn Wealth Advisors, LLC | 0.85% | Reduce -7.9% | 14,448 | $2.9M |
| Marks Group Wealth Management, Inc | 0.27% | No change | 14,443 | $2.9M |
| Integrated Advisors Network LLC | 0.13% | Reduce -30.8% | 14,435 | $2.9M |
| Quent Capital, LLC | 0.21% | Reduce -3.9% | 14,426 | $2.9M |
| Alterna Wealth Management, Inc. | 2.38% | Reduce -41.7% | 14,378 | $2.9M |
| Glen Eagle Advisors, LLC | 0.39% | Add +62.6% | 14,364 | $2.9M |
| Edge Financial Advisors LLC | 1.19% | Reduce -0.0% | 14,271 | $2.8M |
| Verdence Capital Advisors LLC | 0.17% | Add +39.1% | 14,216 | $2.8M |
| Elk River Wealth Management LLC | 0.45% | Reduce -1.8% | 14,194 | $2.8M |
| A4 Wealth Advisors LLC | 2.44% | Reduce -17.2% | 14,167 | $2.8M |
| NorthRock Partners, LLC | 0.05% | Reduce -8.7% | 14,100 | $2.8M |
| Thrive Wealth Management, LLC | 0.41% | Reduce -2.2% | 14,074 | $2.8M |
| Alpha Zero LLC | 1.52% | Reduce -1.6% | 14,028 | $2.8M |
| Keel Point, LLC | 0.17% | Add +0.5% | 13,890 | $2.8M |
| Freestone Capital Holdings, LLC | 0.08% | Add +1.1% | 13,881 | $2.8M |
| Mission Wealth Management, LP | 0.06% | Reduce -7.3% | 13,829 | $2.7M |
| Provident Investment Management, Inc. | 0.25% | Reduce -2.1% | 13,813 | $2.7M |
| Yukon Wealth Management, Inc. | 1.57% | Add +6.1% | 13,525 | $2.7M |
| Hoxton Planning & Management, LLC | 0.81% | Reduce -46.7% | 13,689 | $2.7M |
| Providence First Trust Co | 0.94% | Reduce -27.0% | 13,681 | $2.7M |
| Greenleaf Trust | 0.02% | Reduce -0.5% | 13,675 | $2.7M |
| Maimon Wealth Management LTD. | 2.52% | — | 13,630 | $2.7M |
| M Holdings Securities, Inc. | 0.19% | New | 13,488 | $2.7M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -7.7% | 13,472 | $2.7M |
| Tidal Investments LLC | 0.01% | New | 13,437 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Reduce -24.8% | 13,412 | $2.7M |
| Private Client Services, LLC | 0.83% | Reduce -2.4% | 13,347 | $2.7M |
| Clarendon Private LLC | 2.24% | Add +18.2% | 13,329 | $2.6M |
| 10Elms LLP | 2.77% | Reduce -9.2% | 13,308 | $2.6M |
| Evergreen Capital Management LLC | 0.06% | No change | 13,186 | $2.6M |
| Retirement Wealth Solutions LLC | 1.65% | Reduce -34.2% | 13,164 | $2.6M |
| Tradewinds, LLC. | 0.62% | Add +1.0% | 13,135 | $2.6M |
| Cornerstone Planning Group LLC | 0.41% | Reduce -38.2% | 12,738 | $2.6M |
| WBH Advisory Inc. | 0.19% | Reduce -4.0% | 13,063 | $2.6M |
| Etesian Wealth Advisors, Inc. | 0.81% | Add +124.2% | 13,009 | $2.6M |
| ADG Wealth Management Group, LLC | 1.95% | Add +1.9% | 12,961 | $2.6M |
| Cadia Private Client LLC | 2.03% | — | 12,876 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.38% | Reduce -7.2% | 12,822 | $2.5M |
| Gotham Asset Management | 0.01% | Reduce -5.5% | 12,733 | $2.5M |
| Unify Financial Advisors | 2.64% | — | 12,705 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 2.06% | Reduce -2.1% | 12,638 | $2.5M |
| Almanack Investment Partners, LLC. | 0.43% | Reduce -3.5% | 12,601 | $2.5M |
| Lloyd Advisory Services, LLC. | 0.96% | Add +90.4% | 12,482 | $2.5M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.1% | 12,193 | $2.5M |
| Alta Wealth Advisors LLC | 0.82% | Add +22.7% | 12,402 | $2.5M |
| BlackDiamond Wealth Management, LLC | 1.20% | Reduce -21.1% | 12,063 | $2.5M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Add +23.1% | 12,353 | $2.5M |
| Ellis Investment Partners, LLC | 0.43% | Add +14.8% | 12,340 | $2.5M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -1.9% | 12,272 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.29% | Add +5.1% | 12,271 | $2.4M |
| Wells Financial Advisors INC | 4.57% | Reduce -27.2% | 12,111 | $2.4M |
| Tocqueville Asset Management L.P. | 0.04% | New | 12,087 | $2.4M |
| BigSur Wealth Management LLC | 0.58% | No change | 12,000 | $2.4M |
| Bestgate Wealth Advisors, LLC | 4.19% | Add +0.0% | 11,995 | $2.4M |
| Signal Advisors Wealth, LLC | 0.19% | Reduce -36.0% | 11,963 | $2.4M |
| Meridian Wealth Management, LLC | 0.08% | Add +18.6% | 11,885 | $2.4M |
| TFC Financial Management, Inc. | 0.30% | Reduce -0.4% | 11,875 | $2.4M |
| J Hagan Capital, Inc. | 1.30% | Reduce -22.7% | 11,873 | $2.4M |
| Hansen & Associates Financial Group, Inc. | 1.29% | Add +8.0% | 11,562 | $2.4M |
| Larch Capital Partners LLC | 0.32% | — | 11,833 | $2.4M |
| Fort Sheridan Advisors LLC | 0.30% | Add +0.1% | 11,816 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.11% | Reduce -1.3% | 11,759 | $2.3M |
| Boyum Wealth Architects LLC | 1.09% | Reduce -1.4% | 11,494 | $2.3M |
| Eq LLC | 0.67% | Reduce -38.3% | 11,640 | $2.3M |
| Moneco Advisors, LLC | 0.18% | Reduce -1.4% | 11,488 | $2.3M |
| Nwam LLC | 0.13% | Reduce -49.5% | 11,187 | $2.3M |
| Tranquility Partners, LLC | 0.80% | Reduce -4.0% | 11,126 | $2.2M |
| Asempa Wealth Advisors | 1.90% | — | 11,114 | $2.2M |
| Exencial Wealth Advisors, LLC | 0.07% | Add +0.8% | 11,104 | $2.2M |
| Patten & Patten Inc. | 0.13% | No change | 11,047 | $2.2M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.2M |
| Elevated Capital Advisors, LLC | 0.51% | Reduce -0.4% | 10,986 | $2.2M |
| Mather Group, Llc. | 0.02% | Reduce -38.8% | 10,980 | $2.2M |
| Victory Financial Group, LLC | 0.27% | Add +422.0% | 10,978 | $2.2M |
| Talisman Wealth Advisors LLC | 1.69% | Add +0.5% | 10,916 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.08% | Reduce -16.9% | 10,924 | $2.2M |
| Vontobel Holding Ltd. | 0.01% | No change | 10,875 | $2.2M |
| HORAN Wealth, LLC | 0.33% | Add +1.7% | 10,809 | $2.1M |
| YHB Investment Advisors, Inc. | 0.15% | Reduce -4.0% | 10,808 | $2.1M |
| XY Planning Network, Inc. | 0.37% | New | 10,796 | $2.1M |
| Argent Trust Co | 0.07% | Reduce -3.0% | 10,776 | $2.1M |
| RMR Capital Management, LLC | 1.53% | Reduce -2.3% | 10,693 | $2.1M |
| Integrated Wealth Management | 2.38% | — | 10,656 | $2.1M |
| Milestone Asset Management, LLC | 0.40% | Reduce -3.3% | 10,650 | $2.1M |
| Blalock Williams, LLC | 1.69% | Reduce -39.1% | 10,645 | $2.1M |
| Wesbanco Bank Inc. | 0.06% | Reduce -3.4% | 10,583 | $2.1M |
| Midwest Heritage Bank, FSB | 0.72% | Reduce -17.9% | 10,570 | $2.1M |
| Syntax Research, Inc. | 1.29% | Add +10.1% | 10,532 | $2.1M |
| Alteri Wealth LLC | 0.67% | Add +4.3% | 10,465 | $2.1M |
| W Advisors, LLC | 1.05% | Reduce -23.6% | 10,462 | $2.1M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Add +11.0% | 10,430 | $2.1M |
| Bush Investment Group, LLC | 1.16% | Reduce -50.0% | 10,395 | $2.1M |
| BridgePort Financial Solutions, LLC | 0.55% | Reduce -40.3% | 10,230 | $2.0M |
| Clear Harbor Asset Management, LLC | 0.14% | Add +0.1% | 10,225 | $2.0M |
| WealthPoint Financial, LLC | 1.76% | — | 10,176 | $2.0M |
| Emergent Wealth Advisors, LLC | 1.14% | Reduce -7.6% | 10,160 | $2.0M |
| First Trust Advisors LP | 0.00% | Reduce -1.3% | 10,158 | $2.0M |
| WealthPlan Investment Management, LLC | 0.13% | Reduce -3.3% | 10,156 | $2.0M |
| Red Reef Advisors LLC | 2.05% | — | 10,121 | $2.0M |
| Northland Securities, Inc. | 1.92% | — | 10,060 | $2.0M |
| Manning & Napier Advisors LLC | 0.03% | Add +77.5% | 9,978 | $2.0M |
| Smart Money Group LLC | 0.58% | Reduce -2.8% | 9,997 | $2.0M |
| Chatterton & Associates Inc. | 1.70% | — | 9,984 | $2.0M |
| Institute for Wealth Management, LLC. | 0.21% | Reduce -20.6% | 9,915 | $2.0M |
| Global Financial Private Client, LLC | 0.68% | Reduce -1.9% | 9,788 | $1.9M |
| Archer Investment Management, LLC | 1.05% | New | 9,788 | $1.9M |
| Creative Financial Designs Inc. | 0.12% | Reduce -22.6% | 9,777 | $1.9M |
| Burton Enright Welch | 0.27% | Reduce -0.3% | 9,766 | $1.9M |
| Midwestern Financial, LLC | 1.60% | Add +14.8% | 9,737 | $1.9M |
| Portus Wealth Advisors, LLC | 1.82% | Reduce -0.4% | 9,719 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -78.2% | 9,684 | $1.9M |
| Total Clarity Wealth Management, Inc. | 0.46% | Add +28.4% | 9,673 | $1.9M |
| Essex Financial Services, Inc. | 0.11% | Reduce -7.5% | 9,591 | $1.9M |
| Diversified Enterprises, LLC | 0.11% | Add +1.6% | 9,586 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -4.3% | 9,517 | $1.9M |
| First International Bank of Israel Ltd. | 0.90% | Reduce -17.4% | 9,471 | $1.9M |
| Level Financial Advisors | 0.50% | Reduce -0.5% | 9,463 | $1.9M |
| Abel Hall, LLC | 0.44% | Reduce -1.4% | 9,435 | $1.9M |
| Moulton Wealth Management, Inc. | 1.77% | Reduce -3.9% | 9,361 | $1.9M |
| KCM Investment Advisors LLC | 0.06% | Add +0.3% | 9,379 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Reduce -15.8% | 9,319 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +27.4% | 9,304 | $1.8M |
| Selby Wealth Management, LLC | 0.74% | — | 9,234 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -1.1% | 9,222 | $1.8M |
| Sutton Place Investors LLC | 1.00% | Reduce -39.5% | 9,207 | $1.8M |
| BCU Wealth Advisors, LLC | 0.70% | Reduce -46.1% | 9,200 | $1.8M |
| Shore Point Advisors, LLC | 0.77% | Add +2.4% | 9,196 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.84% | Reduce -0.3% | 9,148 | $1.8M |
| Vision Retirement, LLC | 0.48% | — | 9,104 | $1.8M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -41.6% | 9,103 | $1.8M |
| Commonwealth Retirement Investments LLC | 0.58% | Reduce -43.6% | 9,062 | $1.8M |
| Ancora Advisors LLC | 0.04% | Add +0.6% | 9,052 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.51% | Reduce -5.4% | 9,042 | $1.8M |
| Bailard, Inc. | 0.04% | Add +5.0% | 9,033 | $1.8M |
| Matauro, LLC | 0.27% | Reduce -5.1% | 9,022 | $1.8M |
| Gryphon Financial Partners LLC | 0.19% | Reduce -35.4% | 8,965 | $1.8M |
| Tempus Wealth Planning, LLC | 0.41% | Reduce -27.2% | 8,961 | $1.8M |
| Clearview Wealth Advisors LLC | 1.12% | Reduce -48.0% | 8,935 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +245.9% | 8,931 | $1.8M |
| WealthPLAN Partners, LLC | 0.26% | Reduce -44.0% | 8,750 | $1.7M |
| Level Four Advisory Services, LLC | 0.06% | Add +8.8% | 8,625 | $1.7M |
| Mattern Wealth Management LLC | 0.33% | Reduce -3.3% | 8,622 | $1.7M |
| Avalon Capital Management | 0.41% | Reduce -41.7% | 8,609 | $1.7M |
| Retirement Planning Group, LLC / NY | 1.16% | Reduce -0.9% | 8,550 | $1.7M |
| Haverford Financial Services, Inc. | 0.48% | No change | 8,550 | $1.7M |
| Vision Capital Management, Inc. | 0.20% | Reduce -0.1% | 8,542 | $1.7M |
| One Capital Management, LLC | 0.05% | New | 8,491 | $1.7M |
| Aspire Private Capital, LLC | 0.37% | Reduce -43.0% | 8,484 | $1.7M |
| Richmond Investment Services, LLC | 0.29% | Reduce -4.9% | 8,466 | $1.7M |
| J.M. Arbour, LLC | 1.68% | — | 8,461 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.55% | Add +0.1% | 8,406 | $1.7M |
| JFS Wealth Advisors, LLC | 0.09% | Add +8.2% | 8,385 | $1.7M |
| Balance Wealth Partners LLC | 0.53% | Reduce -6.5% | 8,381 | $1.7M |
| PFG Investments, LLC | 0.08% | Reduce -19.1% | 8,272 | $1.6M |
| Schrum Private Wealth Management LLC | 1.21% | Add +1.3% | 8,269 | $1.6M |
| Mainstream Capital Management LLC | 1.07% | Reduce -8.3% | 8,263 | $1.6M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -2.6% | 8,238 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Reduce -0.1% | 8,190 | $1.6M |
| Trademark Financial Management, LLC | 0.89% | Reduce -19.7% | 8,183 | $1.6M |
| Advisors Capital Management, LLC | 0.02% | Add +30.7% | 8,081 | $1.6M |
| Brady Martz Wealth Solutions, LLC | 0.28% | No change | 8,075 | $1.6M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 8,034 | $1.6M |
| Cooper Financial Group | 0.17% | Reduce -10.4% | 7,963 | $1.6M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -2.8% | 7,927 | $1.6M |
| Millington Financial Advisors, LLC | 0.70% | Reduce -47.9% | 7,727 | $1.6M |
| MKT Advisors LLC | 0.53% | Reduce -29.0% | 7,776 | $1.6M |
| Uptick Partners, LLC | 0.33% | Add +96.4% | 7,798 | $1.5M |
| Money Concepts Capital Corp. | 0.09% | Reduce -21.3% | 7,752 | $1.5M |
| WT Wealth Management | 0.44% | Add +6.7% | 7,746 | $1.5M |
| Avantra Family Wealth, Inc. | 1.11% | Add +0.3% | 7,695 | $1.5M |
| International Assets Investment Management, LLC | 0.10% | Add +76.7% | 7,612 | $1.5M |
| StoneX Group Inc. | 0.07% | Add +0.1% | 7,566 | $1.5M |
| Syntegra Private Wealth Group, LLC | 0.14% | Reduce -15.6% | 7,569 | $1.5M |
| Latitude Advisors, LLC | 0.66% | Add +5.2% | 7,567 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.5% | 7,507 | $1.5M |
| Everpar Advisors LLC | 0.55% | Reduce -47.2% | 7,505 | $1.5M |
| Allen Capital Group, LLC | 0.14% | No change | 7,504 | $1.5M |
| Cozad Asset Management Inc. | 0.12% | Reduce -2.5% | 7,478 | $1.5M |
| Ackerman Capital Advisors, LLC | 0.30% | No change | 7,427 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +3.5% | 7,424 | $1.5M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -10.3% | 7,310 | $1.5M |
| Financial Insights, Inc. | 0.49% | Reduce -1.0% | 7,303 | $1.5M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -9.4% | 7,262 | $1.4M |
| Fairvoy Private Wealth, LLC | 0.32% | Reduce -26.2% | 7,249 | $1.4M |
| Horizon Wealth Management, LLC | 0.22% | Add +530.5% | 7,225 | $1.4M |
| Brandywine Oak Private Wealth LLC | 0.12% | Add +1.1% | 7,222 | $1.4M |
| MBE Wealth Management, LLC | 0.60% | Reduce -2.7% | 7,181 | $1.4M |
| Fisher Asset Management | 0.00% | Add +129.4% | 7,175 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.4% | 7,147 | $1.4M |
| Arcadia Wealth Management, LLC | 0.53% | Reduce -15.0% | 7,138 | $1.4M |
| Investors Research Corp | 0.26% | Reduce -0.3% | 7,135 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.82% | Add +0.0% | 7,125 | $1.4M |
| RDA Financial Network | 0.34% | Reduce -11.7% | 7,095 | $1.4M |
| Capital Asset Managemnet, LLC | 1.55% | — | 6,892 | $1.4M |
| Fortress Private Ledger, LLC | 0.46% | Reduce -1.7% | 7,024 | $1.4M |
| Marshall Financial Group, LLC | 0.27% | Reduce -16.8% | 6,998 | $1.4M |
| Opulen Financial Group LLC | 1.01% | Add +1.4% | 6,994 | $1.4M |
| Bernardo Wealth Planning LLC | 0.26% | Add +5.0% | 6,942 | $1.4M |
| Insight Inv LLC | 0.77% | Add +32.5% | 6,924 | $1.4M |
| HRT Financial LP | 0.00% | Reduce -77.8% | 6,925 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +16.3% | 6,917 | $1.4M |
| Ruggiero Investments, Inc. | 1.24% | — | 6,900 | $1.4M |
| Wall Capital Group, Inc. | 1.30% | — | 6,896 | $1.4M |
| ASL Financial, LLC | 1.07% | — | 6,886 | $1.4M |
| Ardent Capital Management, Inc. | 0.54% | No change | 6,874 | $1.4M |
| Vantage Point Financial LLC | 0.49% | Reduce -50.8% | 6,844 | $1.4M |
| CPC Advisors, LLC | 0.14% | Reduce -11.6% | 6,826 | $1.4M |
| LPWM LLC | 0.34% | Add +8.6% | 6,817 | $1.4M |
| Cassilly Financial Group LLC | 1.19% | — | 6,789 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +59.0% | 6,761 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Reduce -2.0% | 6,753 | $1.3M |
| Benningfield Financial Advisors, LLC | 1.05% | Reduce -13.3% | 6,751 | $1.3M |
| Capital Investment Management, Inc. | 0.47% | — | 6,716 | $1.3M |
| Richard P Slaughter Associates Inc | 0.28% | Reduce -20.8% | 6,713 | $1.3M |
| Quadcap Wealth Management, LLC | 0.15% | Add +5.6% | 7,027 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.15% | Add +2.3% | 6,681 | $1.3M |
| Magnus Financial Group LLC | 0.10% | Reduce -16.2% | 6,666 | $1.3M |
| New Republic Capital, LLC | 0.35% | Reduce -11.3% | 6,646 | $1.3M |
| Silverlake Wealth Management LLC | 0.30% | Reduce -1.7% | 6,615 | $1.3M |
| Caliber Wealth Management, LLC / KS | 0.14% | Reduce -22.4% | 6,608 | $1.3M |
| First Financial Bank - Trust Division | 0.11% | Reduce -6.5% | 6,607 | $1.3M |
| Saiph Capital, LLC | 0.47% | No change | 6,563 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +0.3% | 6,516 | $1.3M |
| Evolution Wealth Management Inc. | 1.07% | Add +32.4% | 6,502 | $1.3M |
| Entrust Financial LLC | 0.96% | — | 6,495 | $1.3M |
| Accelerate Investment Advisors LLC | 0.87% | Reduce -32.1% | 6,481 | $1.3M |
| Lake Street Private Wealth, LLC | 0.16% | Reduce -2.0% | 6,480 | $1.3M |
| L & S Advisors Inc | 0.13% | Reduce -0.6% | 6,448 | $1.3M |
| Inspire Advisors, LLC | 0.12% | Add +22.9% | 6,418 | $1.3M |
| Tarbox Family Office, Inc. | 0.21% | Reduce -0.0% | 6,417 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.44% | Reduce -27.1% | 6,385 | $1.3M |
| Investment Research Partners LLC | 0.54% | Add +48.6% | 6,377 | $1.3M |
| Hobbs Group Advisors, LLC | 0.38% | Reduce -3.2% | 6,368 | $1.3M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +223.1% | 6,361 | $1.3M |
| Fiduciary Trust Co | 0.01% | Add +3.3% | 6,342 | $1.3M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 6,290 | $1.2M |
| Cowa, LLC | 0.38% | Reduce -8.2% | 6,266 | $1.2M |
| Meridian Investment Counsel Inc. | 0.30% | No change | 6,234 | $1.2M |
| Merkkuri Wealth Advisors LLC | 0.84% | Reduce -51.2% | 6,232 | $1.2M |
| Activest Wealth Management | 0.23% | Reduce -46.2% | 6,112 | $1.2M |
| Empire Life Investments Inc. | 0.07% | Add +0.8% | 6,150 | $1.2M |
| Seneschal Advisors, LLC | 0.90% | Add +4.6% | 6,146 | $1.2M |
| Pines Wealth Management, LLC | 0.39% | Add +4.5% | 6,133 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +0.7% | 6,104 | $1.2M |
| Capital Investment Counsel, LLC | 0.17% | Reduce -17.0% | 6,080 | $1.2M |
| Cloverfields Capital Group, LP | 0.37% | No change | 6,078 | $1.2M |
| Pearl Planning LLC | 0.74% | — | 6,057 | $1.2M |
| XTX Topco Ltd | 0.03% | New | 6,028 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +49.5% | 6,028 | $1.2M |
| Two West Capital Advisors LLC | 0.69% | Reduce -45.4% | 6,019 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -12.1% | 6,007 | $1.2M |
| YANKCOM Partnership | 0.51% | No change | 6,000 | $1.2M |
| Abundance Wealth Counselors | 0.20% | No change | 5,998 | $1.2M |
| Accredited Investor Services, LLC | 0.78% | Reduce -0.9% | 5,939 | $1.2M |
| Arsenal Capital Advisors LLC | 0.83% | — | 5,933 | $1.2M |
| Aprio Wealth Management, LLC | 0.07% | Add +14.8% | 5,932 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +12.7% | 5,822 | $1.2M |
| Hershey Financial Advisers, LLC | 0.99% | New | 5,915 | $1.2M |
| Ehrlich Financial Group | 0.67% | Reduce -9.7% | 5,883 | $1.2M |
| Glenview Trust Co | 0.02% | No change | 5,822 | $1.2M |
| Allegheny Financial Group | 0.17% | Reduce -0.4% | 5,811 | $1.2M |
| Maripau Wealth Management LLC | 0.53% | Reduce -41.6% | 5,812 | $1.2M |
| Turtle Creek Wealth Advisors, LLC | 0.09% | Add +63.6% | 5,806 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Reduce -4.5% | 5,805 | $1.2M |
| Dentgroup LLC | 0.79% | Reduce -10.4% | 5,801 | $1.2M |
| Financial Gravity Asset Management, Inc. | 0.22% | Reduce -18.4% | 5,771 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.08% | No change | 5,755 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -21.3% | 5,731 | $1.1M |
| WealthTrak Capital Management LLC | 0.81% | Reduce -48.1% | 5,721 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.7% | 5,717 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +3.3% | 5,701 | $1.1M |
| TCTC Holdings, LLC | 0.03% | Add +262.1% | 5,688 | $1.1M |
| Meridian Financial Partners LLC | 0.45% | No change | 5,587 | $1.1M |
| Sound Income Strategies, LLC | 0.05% | Reduce -30.2% | 5,548 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -36.1% | 5,661 | $1.1M |
| Ipsen Advisor Group LLC | 0.80% | Reduce -3.3% | 5,641 | $1.1M |
| Riverchase Wealth Management, LLC | 0.61% | Reduce -7.8% | 5,641 | $1.1M |
| Raleigh Capital Management Inc. | 0.41% | Reduce -45.3% | 5,637 | $1.1M |
| Palladiem, LLC | 1.06% | — | 5,584 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.18% | Reduce -9.3% | 5,627 | $1.1M |
| Storen Legacy Partners, LLC | 0.35% | — | 5,613 | $1.1M |
| MFA Wealth Services | 0.74% | Reduce -4.2% | 5,544 | $1.1M |
| Violich Capital Management, Inc. | 0.12% | No change | 5,540 | $1.1M |
| Wealth Dimensions Group, Ltd. | 0.22% | Reduce -8.0% | 5,519 | $1.1M |
| Altfest L J & Co. Inc. | 0.12% | No change | 5,504 | $1.1M |
| MSH Capital Advisors LLC | 0.23% | Reduce -28.9% | 5,496 | $1.1M |
| PKS Advisory Services, LLC | 0.25% | Reduce -8.7% | 5,490 | $1.1M |
| Kellett Wealth Advisors, LLC | 0.62% | Add +0.5% | 5,488 | $1.1M |
| Trust Co. of Toledo NA | 0.11% | Add +6.5% | 5,485 | $1.1M |
| Vavra Capital Management, LLC | 1.07% | — | 5,472 | $1.1M |
| Vantus Wealth LLC | 0.80% | — | 5,455 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -0.4% | 5,449 | $1.1M |
| Raub Brock Capital Management LP | 0.24% | Add +0.5% | 5,429 | $1.1M |
| Sovereign Financial Group, Inc. | 0.19% | Reduce -51.4% | 5,425 | $1.1M |
| Ridgeline Wealth Planning, LLC | 0.77% | Reduce -41.1% | 5,409 | $1.1M |
| Investment Advisory Group, LLC | 0.28% | Add +0.0% | 5,395 | $1.1M |
| Lantern Wealth Advisors, LLC | 0.57% | Reduce -26.9% | 5,387 | $1.1M |
| Maridea Wealth Management LLC | 0.16% | Add +2.7% | 5,323 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -9.2% | 5,317 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +51.8% | 5,313 | $1.1M |
| Empower Advisory Group, LLC | 0.00% | Add +17.1% | 5,293 | $1.1M |
| Noble Wealth Management PBC | 0.53% | Reduce -19.4% | 5,290 | $1.1M |
| GK Wealth Management LLC | 0.77% | Reduce -0.8% | 5,269 | $1.0M |
| FWG Investments, LLC. | 0.67% | Reduce -23.0% | 5,260 | $1.0M |
| First American Bank | 0.06% | No change | 5,252 | $1.0M |
| JT Stratford LLC | 0.13% | Reduce -25.4% | 5,193 | $1.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +2.8% | 5,192 | $1.0M |
| Strait & Sound Wealth Management LLC | 0.38% | Reduce -5.0% | 5,186 | $1.0M |
| Wise Wealth Partners | 1.48% | Reduce -1.4% | 5,184 | $1.0M |
| Wolff Financial Management LLC | 0.23% | Reduce -0.3% | 5,148 | $1.0M |
| Calamos Wealth Management LLC | 0.04% | Add +8.5% | 5,141 | $1.0M |
| InTrack Investment Management Inc | 0.57% | Reduce -1.4% | 5,130 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.27% | Add +58.0% | 5,056 | $1.0M |
| Vanguard Group Inc. | 0.00% | Add +8.6% | 5,053 | $1.0M |
| D'Orazio & Associates, Inc. | 0.13% | Add +16.6% | 5,047 | $1.0M |
| Claris Financial LLC | 0.53% | Reduce -15.4% | 5,017 | $996K |
| Fulton Bank, N.A. | 0.03% | Add +29.6% | 5,004 | $994K |
| Galaxy Group Investments LLC | 0.14% | New | 5,000 | $993K |
| Lane Brothers & Co. Inc. | 0.71% | — | 4,968 | $987K |
| Ergawealth Advisors, Inc. | 0.45% | Reduce -13.2% | 4,966 | $986K |
| Flagstar Securities, Inc. | 0.33% | Reduce -34.8% | 4,958 | $985K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -6.7% | 4,914 | $976K |
| Crusonia Wealth Advisors LLC | 0.21% | — | 4,913 | $976K |
| FLC Capital Advisors | 0.18% | Add +1.4% | 4,894 | $972K |
| Destiny Wealth Partners, LLC | 0.11% | Reduce -4.1% | 4,727 | $963K |
| FLP Wealth Management, LLC | 2.27% | Reduce -7.3% | 4,829 | $959K |
| Pasadena Private Wealth, LLC | 0.13% | Reduce -2.1% | 4,827 | $959K |
| First Manhattan Co. Llc. | 0.00% | Reduce -6.1% | 4,821 | $958K |
| Rainier Family Wealth Inc. | 0.72% | Add +1.0% | 4,819 | $957K |
| WASHINGTON TRUST Co | 0.03% | No change | 4,815 | $956K |
| Americana Partners, LLC | 0.03% | Reduce -0.5% | 4,797 | $953K |
| Kintra Wealth, LLC | 0.13% | Add +64.3% | 4,717 | $937K |
| Principal Financial Group Inc. | 0.00% | No change | 4,701 | $934K |
| Midwest Trust Co | 0.01% | Add +50.8% | 4,686 | $931K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 4,676 | $929K |
| Kelly Financial Group LLC | 0.24% | Reduce -5.3% | 4,668 | $927K |
| Soundwatch Capital LLC | 0.14% | Add +0.3% | 4,636 | $921K |
| Mattern Capital Management, LLC | 0.11% | Reduce -2.7% | 4,635 | $921K |
| Altus Wealth Group LLC | 0.37% | Reduce -8.0% | 4,634 | $920K |
| Sonoma Private Wealth LLC | 1.10% | No change | 4,586 | $911K |
| Commerce Bank | 0.01% | Add +5.9% | 4,584 | $910K |
| Legacy Trust | 0.17% | No change | 4,516 | $897K |
| Sweeney & Michel, LLC | 0.26% | Add +43.5% | 4,401 | $897K |
| Lebenthal Global Advisors, LLC | 0.14% | Reduce -0.3% | 4,444 | $883K |
| Trace Wealth Advisors, LLC | 0.64% | No change | 4,434 | $881K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -47.4% | 4,432 | $880K |
| Coordinated Financial Services, Inc. | 0.51% | Reduce -11.2% | 4,399 | $874K |
| Independence Bank of Kentucky | 0.11% | Add +90.6% | 4,398 | $874K |
| Catalina Capital Group, LLC | 0.53% | Reduce -50.1% | 4,376 | $869K |
| Marshall & Sterling Wealth Advisors Inc. | 0.56% | Reduce -42.4% | 4,301 | $854K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.9% | 4,300 | $854K |
| Family Wealth Partners, LLC | 0.31% | Add +0.6% | 4,298 | $854K |
| Florida Financial Advisors, LLC | 0.23% | Add +49.3% | 4,268 | $848K |
| Amplius Wealth Advisors, LLC | 0.07% | Add +0.0% | 4,268 | $848K |
| Oak Barrel Wealth Advisory LLC | 0.50% | — | 4,223 | $839K |
| White Lighthouse Investment Management Inc. | 0.12% | Add +18.2% | 4,221 | $838K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 4,220 | $838K |
| FRG Family Wealth Advisors LLC | 0.13% | Reduce -21.8% | 4,205 | $835K |
| Range Advisory, LLC | 0.21% | — | 4,197 | $834K |
| Atlatl Advisers LLC | 0.32% | Reduce -46.9% | 4,195 | $833K |
| Independent Advisor Alliance | 0.02% | New | 4,157 | $826K |
| Beck Capital Management, LLC | 0.20% | Reduce -5.5% | 4,146 | $823K |
| Bluedoor Private Wealth, LLC | 0.38% | — | 4,145 | $823K |
| McAdam, LLC | 0.04% | Add +40.6% | 4,141 | $822K |
| Euro Pacific Asset Management, LLC | 0.09% | Add +5.6% | 4,140 | $822K |
| FineMark National Bank & Trust | 0.03% | Reduce -0.9% | 4,111 | $817K |
| GatePass Capital, LLC | 0.42% | Reduce -30.7% | 4,076 | $810K |
| True North Advisors, LLC | 0.10% | Add +4.4% | 4,057 | $806K |
| RHS Financial, LLC | 0.39% | Reduce -6.3% | 4,039 | $802K |
| New England Professional Planning Group Inc. | 0.34% | Add +0.3% | 4,035 | $801K |
| Perryman Financial Advisory Inc. | 0.12% | — | 4,028 | $800K |
| HCR Wealth Advisors | 0.08% | Add +2.5% | 4,019 | $798K |
| Oregon Pacific Wealth Management, LLC | 0.82% | Reduce -3.5% | 3,987 | $792K |
| Continuum Advisory, LLC | 0.08% | Reduce -13.1% | 3,979 | $790K |
| Paulson Wealth Management Inc. | 0.18% | No change | 3,965 | $788K |
| OneAscent Family Office, LLC | 0.53% | Add +0.3% | 3,950 | $784K |
| NCM Capital Management, LLC | 0.29% | Add +2.6% | 3,939 | $782K |
| Goelzer Investment Management, Inc. | 0.04% | Reduce -9.2% | 3,938 | $782K |
| Cherry Tree Wealth Management, LLC | 0.17% | Add +0.6% | 3,935 | $782K |
| Transamerica Financial Advisors, LLC | 0.06% | Add +0.4% | 3,912 | $777K |
| Willis Johnson & Associates, Inc. | 0.05% | Reduce -0.9% | 3,902 | $775K |
| Alpha Cubed Investments, LLC | 0.03% | Add +25.8% | 3,874 | $769K |
| Allie Family Office LLC | 0.36% | No change | 3,862 | $767K |
| Fifth Third Securities, Inc. | 0.05% | Add +18.3% | 3,855 | $766K |
| Northwest Capital Management Inc | 3.30% | Reduce -72.1% | 3,836 | $762K |
| Novus Advisors, LLC | 1.69% | Reduce -1.0% | 3,816 | $758K |
| Semus Wealth Partners LLC | 0.41% | Reduce -41.9% | 3,804 | $756K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -76.0% | 3,795 | $754K |
| Blue Zone Wealth Advisors, LLC | 0.14% | Add +50.3% | 3,763 | $747K |
| Boston Trust Walden Corp | 0.01% | Reduce -6.3% | 3,748 | $744K |
| MBL Wealth, LLC | 0.06% | Add +6.4% | 3,739 | $743K |
| Tred Avon Family Wealth, LLC | 0.24% | No change | 3,730 | $741K |
| Resurgent Financial Advisors LLC | 0.37% | Reduce -44.9% | 3,719 | $739K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.2% | 3,717 | $738K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,699 | $735K |
| Firestone Capital Management | 0.16% | Reduce -0.0% | 3,695 | $734K |
| Davidson Trust Co. | 0.30% | Add +6.5% | 3,655 | $726K |
| Sunbelt Securities, Inc. | 0.05% | Add +1.4% | 3,641 | $723K |
| Empirical Asset Management, LLC | 0.20% | Reduce -33.9% | 3,634 | $722K |
| World Equity Group, Inc. | 0.20% | Reduce -56.4% | 3,625 | $720K |
| Evoke Wealth, LLC | 0.01% | Reduce -22.3% | 3,624 | $720K |
| 4J Wealth Management LLC | 0.41% | No change | 3,607 | $716K |
| Indie Asset Partners, LLC | 0.80% | Add +11.2% | 3,592 | $713K |
| Northside Capital Management, LLC | 0.06% | No change | 3,582 | $712K |
| Gilliland Jeter Wealth Management LLC | 0.21% | Reduce -18.3% | 3,580 | $711K |
| Adelphi Trust Co | 0.58% | — | 3,567 | $708K |
| Wilkins Miller Wealth Management, LLC | 0.42% | Reduce -9.7% | 3,550 | $705K |
| TFR Capital, LLC. | 0.23% | Add +1.8% | 3,541 | $703K |
| MN Wealth Advisors, LLC | 0.35% | Reduce -40.0% | 3,520 | $699K |
| Clark Asset Management, LLC | 0.07% | New | 3,495 | $694K |
| Signaturefd, LLC | 0.01% | Add +452.2% | 3,479 | $691K |
| Fortis Group Advisors, LLC | 0.12% | Add +34.4% | 3,391 | $686K |
| Pinnacle Family Advisors, LLC | 0.30% | Reduce -12.3% | 3,446 | $684K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.0% | 3,439 | $683K |
| Fortress Financial Group, LLC | 0.50% | Add +0.3% | 3,434 | $682K |
| Painted Porch Advisors LLC | 0.27% | No change | 3,433 | $682K |
| Ascentis Wealth Management, LLC | 0.17% | Add +4.3% | 3,430 | $681K |
| Olde Wealth Management, LLC | 0.21% | No change | 3,427 | $680K |
| Elevation Wealth Management LLC | 0.65% | — | 3,418 | $679K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $675K |
| Bogart Wealth, LLC | 0.03% | Reduce -34.0% | 3,372 | $670K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -99.0% | 3,369 | $669K |
| Palisade Asset Management, LLC | 0.07% | No change | 3,365 | $668K |
| Procyon Advisors, LLC | 0.03% | Add +0.3% | 3,361 | $668K |
| Oxford Financial Group, LTD. LLC | 0.04% | Reduce -7.4% | 3,354 | $666K |
| Rathbones Group PLC | 0.00% | Add +18.2% | 3,329 | $661K |
| Citizens Financial Group Inc. | 0.01% | Add +49.3% | 3,284 | $652K |
| Harbor Investment Advisory, LLC | 0.05% | Add +6.1% | 3,277 | $651K |
| Quantum Portfolio Management LLC | 0.29% | Reduce -42.8% | 3,251 | $646K |
| Ballentine Partners, LLC | 0.01% | Reduce -12.5% | 3,243 | $644K |
| Quartz Partners, LLC | 0.24% | Add +8.8% | 3,235 | $643K |
| BCS Wealth Management | 0.06% | Add +100.0% | 3,224 | $640K |
| Integral Investment Advisors, Inc. | 0.16% | No change | 3,217 | $639K |
| Fiduciary Alliance LLC | 0.04% | Reduce -6.5% | 3,215 | $639K |
| Sachetta, LLC | 0.35% | No change | 3,209 | $637K |
| Vermillion & White Wealth Management Group, LLC | 0.35% | Reduce -1.6% | 3,198 | $635K |
| Yarger Wealth Strategies, LLC | 0.27% | Add +3.3% | 3,183 | $632K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +3.4% | 3,171 | $630K |
| SouthState Bank Corp | 0.03% | Reduce -20.8% | 3,168 | $629K |
| Curi Capital, LLC | 0.01% | Add +6.6% | 3,165 | $629K |
| Drive Wealth Management, LLC | 0.12% | Reduce -54.4% | 3,148 | $625K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,100 | $616K |
| National Philanthropic Trust | 0.01% | Add +88.2% | 3,095 | $615K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -0.3% | 3,092 | $614K |
| Strategy Asset Managers LLC | 0.10% | New | 3,091 | $614K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -0.1% | 3,081 | $612K |
| Cary Street Partners Financial LLC | 0.02% | Add +28.9% | 3,077 | $611K |
| TruNorth Capital Management, LLC | 0.12% | No change | 3,063 | $608K |
| Tudor Investment Corporation | 0.00% | New | 3,047 | $605K |
| Novem Group | 0.07% | Reduce -7.0% | 3,046 | $605K |
| Neuberger Berman Group LLC | 0.00% | Add +17.1% | 3,027 | $601K |
| Zhang Financial LLC | 0.02% | Add +33.4% | 2,977 | $591K |
| Genesis Wealth Advisors, LLC | 0.40% | Reduce -21.1% | 2,967 | $589K |
| Oath Planning, LLC | 0.58% | — | 2,962 | $588K |
| International Private Wealth Advisors LLC | 0.37% | Reduce -0.4% | 2,959 | $588K |
| Tolleson Wealth Management, Inc. | 0.08% | No change | 2,957 | $587K |
| Opus Financial Solutions LLC | 0.55% | — | 2,953 | $587K |
| BBR Partners, LLC | 0.03% | Add +11.4% | 2,944 | $585K |
| Vantage Financial Partners, LLC | 0.12% | Reduce -1.4% | 2,940 | $584K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +69.4% | 2,902 | $576K |
| Elevate Wealth Advisory, Inc. | 0.39% | Reduce -1.2% | 2,894 | $575K |
| NWF Advisory Services Inc. | 0.06% | Reduce -1.0% | 2,893 | $575K |
| Northbridge Financial Group, LLC | 0.26% | — | 2,889 | $574K |
| Palatine Hill Wealth Management, LLC | 0.46% | — | 2,881 | $572K |
| Heritage Family Offices, LLP | 0.26% | Add +3.4% | 2,878 | $571K |
| Johnson Financial Group, LLC | 0.04% | Add +66.9% | 2,873 | $571K |
| Atlas Brown,Inc. | 0.17% | Reduce -0.8% | 2,866 | $569K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 2,862 | $568K |
| SYM FINANCIAL Corp | 0.06% | Add +6.5% | 2,846 | $565K |
| Parkwoods Wealth Partners, LLC | 0.17% | Reduce -8.5% | 2,842 | $564K |
| First Financial Group Corp | 0.48% | Add +0.0% | 2,837 | $564K |
| Curry Webb Wealth Management LLC | 0.28% | — | 2,830 | $562K |
| IPG Investment Advisors LLC | 0.10% | No change | 2,819 | $560K |
| Jackson, Grant Investment Advisers, Inc. | 0.18% | Add +0.3% | 2,811 | $558K |
| 46 Peaks LLC | 0.41% | — | 2,796 | $555K |
| Wedmont Private Capital | 0.02% | Reduce -8.8% | 2,747 | $555K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 2,791 | $554K |
| Gibbs Wealth Management | 0.13% | No change | 2,708 | $553K |
| LS Investment Advisors, LLC | 0.08% | No change | 2,735 | $543K |
| First National Trust Co | 0.02% | Add +14.7% | 2,735 | $543K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -19.6% | 2,731 | $542K |
| Kennedy Investment Group, Inc. | 0.20% | Add +9.0% | 2,707 | $538K |
| BAM Wealth Management, LLC | 0.39% | Reduce -24.4% | 2,693 | $535K |
| Legacy Advisors, LLC | 0.06% | Add +3.4% | 2,685 | $533K |
| Compass Wealth Management, LLC | 0.22% | Reduce -2.1% | 2,684 | $533K |
| Exchange Bank | 0.37% | Reduce -0.9% | 2,660 | $528K |
| Crewe Advisors LLC | 0.05% | Reduce -12.8% | 2,650 | $526K |
| Fort Point Capital Partners LLC | 0.06% | No change | 2,580 | $525K |
| JGP Wealth Management, LLC | 0.05% | Reduce -2.9% | 2,639 | $524K |
| Trust Co. of Vermont | 0.02% | Add +1.1% | 2,626 | $522K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +8.6% | 2,621 | $521K |
| Legacy Wealth Partners, LLC | 0.13% | — | 2,614 | $519K |
| Citizens National Bank Trust Department | 0.09% | No change | 2,606 | $518K |
| Avior Wealth Management, LLC | 0.02% | Add +8.1% | 2,593 | $515K |
| Waddell & Associates, LLC | 0.03% | No change | 2,586 | $514K |
| Hilltop Holdings Inc. | 0.03% | Reduce -19.2% | 2,585 | $513K |
| Harbor Asset Planning, Inc. | 0.44% | Add +0.3% | 2,584 | $513K |
| Zions Bancorporation, National Association | 0.02% | No change | 2,578 | $512K |
| Monograph Wealth Advisors, LLC | 0.05% | No change | 2,570 | $510K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -48.1% | 2,564 | $509K |
| San Luis Wealth Advisors LLC | 0.09% | Add +0.3% | 2,562 | $509K |
| Millennium Management | 0.00% | New | 2,560 | $508K |
| Ledyard National Bank | 0.04% | Reduce -9.5% | 2,551 | $507K |
| Larson Financial Group LLC | 0.02% | Reduce -0.3% | 2,548 | $506K |
| Viawealth, LLC | 0.28% | Reduce -14.3% | 2,539 | $504K |
| Edgestream Partners, L.P. | 0.01% | New | 2,514 | $499K |
| Knightsbridge Asset Management, LLC | 0.08% | No change | 2,510 | $499K |
| Disciplined Investments, LLC | 0.19% | No change | 2,503 | $497K |
| Leo Wealth, LLC | 0.04% | New | 2,499 | $496K |
| Lansing Street Advisors | 0.13% | Add +0.3% | 2,497 | $496K |
| COFG Advisors, LLC | 0.12% | — | 2,491 | $495K |
| Empowered Funds, LLC | 0.01% | New | 2,470 | $491K |
| LongView Wealth Management | 0.12% | Add +44.8% | 2,398 | $490K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,461 | $489K |
| GWN Securities Inc. | 0.10% | Reduce -46.3% | 2,452 | $487K |
| Busey Bank | 0.01% | Reduce -18.5% | 2,451 | $487K |
| TritonPoint Partners, LLC | 0.26% | — | 2,449 | $486K |
| Sequent Planning LLC | 0.12% | New | 2,445 | $486K |
| Imprint Wealth LLC | 2.27% | Reduce -51.3% | 2,443 | $485K |
| Capital Insight Partners, LLC | 0.10% | Reduce -5.8% | 2,439 | $484K |
| Krilogy Financial LLC | 0.02% | Reduce -4.7% | 2,363 | $481K |
| Asset Dedication, LLC | 0.03% | Add +0.1% | 2,421 | $481K |
| Key Financial Inc | 0.09% | Add +4.0% | 2,420 | $481K |
| PUREfi Wealth, LLC | 0.37% | Reduce -49.8% | 2,420 | $481K |
| Sterling Investment Counsel, LLC | 0.14% | Reduce -0.2% | 2,396 | $476K |
| Darden Wealth Group Inc | 0.23% | Reduce -1.0% | 2,393 | $475K |
| RPS Advisory Solutions LLC | 0.22% | Reduce -0.5% | 2,392 | $475K |
| Integrity Financial Corp | 0.24% | No change | 2,392 | $475K |
| Fermata Advisors, LLC | 0.11% | No change | 2,376 | $472K |
| Index Technologies Group LLC | 0.49% | — | 2,374 | $472K |
| Sfmg, LLC | 0.03% | New | 2,368 | $470K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -0.8% | 2,368 | $470K |
| Aegis Wealth Management, Inc. | 0.37% | — | 2,367 | $470K |
| Aspiriant, LLC | 0.01% | Add +12.5% | 2,364 | $470K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -11.3% | 2,348 | $468K |
| Philadelphia Trust Co. | 0.03% | No change | 2,356 | $468K |
| Fortune Financial Advisors, LLC | 0.31% | Reduce -0.3% | 2,341 | $465K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -15.9% | 2,335 | $464K |
| Gemmer Asset Management LLC | 0.04% | Reduce -2.0% | 2,313 | $459K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -7.2% | 2,312 | $459K |
| Investment Planning Advisors, Inc. | 0.13% | Reduce -1.2% | 2,309 | $459K |
| Madison Asset Management, LLC | 0.01% | No change | 2,309 | $459K |
| Jackson Thornton Wealth Management, LLC | 0.04% | No change | 2,251 | $457K |
| BNB Wealth Management, LLC | 0.29% | — | 2,290 | $455K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +23.3% | 2,289 | $455K |
| AlphaStar Capital Management, LLC | 0.03% | New | 2,289 | $455K |
| Zacks Investment Management | 0.00% | Add +108.2% | 2,282 | $453K |
| Veridan Wealth LLC | 0.15% | Reduce -5.1% | 2,271 | $451K |
| Kaufman Rossin Wealth, LLC | 0.23% | No change | 2,271 | $451K |
| CapWealth Advisors, LLC | 0.04% | No change | 2,270 | $451K |
| Kingdom Financial Group LLC. | 0.14% | New | 2,256 | $448K |
| Forefront Wealth Partners, LLC | 0.21% | New | 2,240 | $445K |
| Lodestone Wealth Management LLC | 0.18% | No change | 2,240 | $445K |
| JDM Financial Group LLC | 0.17% | Reduce -8.5% | 2,234 | $444K |
| Sensible Money, LLC | 0.14% | Reduce -0.5% | 2,232 | $443K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -9.4% | 2,228 | $442K |
| Advance Capital Management, Inc. | 0.02% | Add +1.9% | 2,219 | $441K |
| W1M Asset Management Ltd | 0.00% | New | 2,213 | $440K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +36.5% | 2,210 | $439K |
| Root Financial Partners, LLC | 0.02% | Add +32.6% | 2,208 | $439K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,207 | $438K |
| Riverbend Wealth Management, LLC | 0.28% | Reduce -8.4% | 2,207 | $438K |
| Guerra Pan Advisors, LLC | 0.26% | No change | 2,203 | $438K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Add +0.2% | 2,187 | $434K |
| VestGen Investment Management | 0.24% | Reduce -53.1% | 2,185 | $434K |
| Milestone Asset Management Group, LLC | 0.24% | Add +32.9% | 2,184 | $434K |
| Parkway Wealth Management Group, LLC | 0.06% | — | 2,181 | $433K |
| Oxinas Partners, LLC | 0.21% | Reduce -1.2% | 2,181 | $433K |
| Wealth Management Associates, Inc. | 0.15% | Add +1.5% | 2,171 | $431K |
| Winebrenner Capital Management LLC | 0.28% | Reduce -12.1% | 2,136 | $424K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -54.1% | 2,130 | $423K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -0.7% | 2,124 | $422K |
| LVW Advisors, LLC | 0.04% | Reduce -25.9% | 2,114 | $420K |
| Klingman & Associates, LLC | 0.02% | No change | 2,114 | $420K |
| Argentarii, LLC | 0.14% | No change | 2,113 | $420K |
| Westside Investment Management, Inc. | 0.07% | Reduce -1.1% | 2,096 | $417K |
| Advisory Alpha, LLC | 0.01% | Reduce -46.9% | 2,099 | $417K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.2% | 2,077 | $413K |
| Alpha Financial Partners LLC | 0.25% | Reduce -55.9% | 2,071 | $411K |
| Frankly Finances, LLC | 0.39% | — | 2,062 | $410K |
| Farnam Financial LLC | 0.31% | Reduce -26.3% | 2,046 | $406K |
| Daybright Advisory Services, Inc. | 0.11% | — | 2,044 | $406K |
| Pacific Excel Wealth Advisors, Inc. | 0.76% | — | 2,034 | $404K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -3.1% | 2,027 | $403K |
| Blue Capital, Inc. | 0.29% | Reduce -53.3% | 2,021 | $401K |
| Waterway Wealth Management, LLC | 0.09% | No change | 2,011 | $399K |
| Clark Capital Management Group, Inc. | 0.00% | Add +7.5% | 2,006 | $398K |
| Provident Wealth Management, LLC | 0.12% | No change | 2,000 | $397K |
| Corundum Group, Inc. | 0.13% | No change | 1,994 | $396K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -21.2% | 1,988 | $395K |
| Apex Wealth Management, LLC | 0.40% | Add +5.7% | 1,938 | $394K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $392K |
| American National Bank & Trust | 0.04% | No change | 1,960 | $389K |
| Rossby Financial, LCC | 0.12% | Add +4.2% | 1,959 | $389K |
| Mosaic Financial Group, LLC | 0.27% | No change | 1,958 | $389K |
| OakTrust Wealth Advisors, LLC | 0.36% | — | 1,957 | $389K |
| Gradient Investments LLC | 0.01% | Reduce -15.3% | 1,953 | $388K |
| KERR FINANCIAL PLANNING Corp | 0.53% | Add +5.7% | 1,942 | $388K |
| CWS Financial Advisors, LLC | 0.10% | No change | 1,920 | $381K |
| SMART Wealth LLC | 0.12% | New | 1,918 | $381K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.07% | — | 1,909 | $379K |
| Clear Investment Research, LLC | 0.63% | Reduce -0.4% | 1,902 | $378K |
| Grey Ledge Advisors, LLC | 0.09% | Add +20.8% | 1,902 | $378K |
| Northstar Asset Management Inc. | 0.10% | Add +0.1% | 1,899 | $377K |
| Nikulski Financial, Inc. | 0.09% | Reduce -71.1% | 1,898 | $377K |
| Fulcrum Equity Management | 0.36% | Reduce -57.9% | 1,890 | $375K |
| LifeGoal Investments, LLC | 0.25% | Reduce -6.0% | 1,885 | $374K |
| Bullock Wealth Management Group | 0.18% | — | 1,885 | $374K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +0.2% | 1,878 | $373K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,871 | $372K |
| Nixon Peabody Trust Co. | 0.03% | New | 1,869 | $371K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -38.5% | 1,867 | $371K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.8% | 1,863 | $370K |
| Colter Lewis Investment Partners LLC | 0.43% | — | 1,857 | $369K |
| Coppell Advisory Solutions LLC | 0.04% | Add +4.8% | 1,835 | $367K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -23.5% | 1,848 | $367K |
| Envision Financial Planning, LLC | 0.14% | No change | 1,844 | $366K |
| Smithfield Trust Co | 0.02% | No change | 1,828 | $365K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 1,834 | $364K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +11.4% | 1,828 | $363K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,814 | $363K |
| Hobart Private Capital, LLC | 0.07% | Add +10.7% | 1,824 | $362K |
| Frederick Financial Consultants, LLC | 0.20% | Add +0.1% | 1,820 | $361K |
| Legacy Capital Wealth Partners, LLC | 0.08% | Add +8.3% | 1,819 | $361K |
| Liberty Square Wealth Partners LLC | 0.10% | Reduce -10.5% | 1,816 | $361K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -5.2% | 1,806 | $359K |
| Kendall Capital Management | 0.07% | No change | 1,800 | $358K |
| Avion Wealth | 0.07% | Add +0.5% | 1,784 | $354K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,782 | $354K |
| CPA Asset Management Group, LLC | 0.12% | Reduce -8.3% | 1,780 | $354K |
| Stage Harbor Financial, LLC | 0.24% | Reduce -20.4% | 1,778 | $353K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -18.5% | 1,768 | $351K |
| CogentBlue Wealth Advisors, LLC | 0.24% | No change | 1,755 | $349K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -25.6% | 1,745 | $347K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -3.0% | 1,741 | $346K |
| Naples Global Advisors, LLC | 0.03% | No change | 1,735 | $345K |
| Timonier Family Office, LTD. | 0.11% | No change | 1,733 | $344K |
| Clarity Financial LLC | 0.03% | Reduce -3.1% | 1,733 | $344K |
| Van Diest Capital, LLC | 0.51% | — | 1,732 | $344K |
| Wellment Financial | 0.40% | Reduce -29.6% | 1,731 | $344K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.8% | 1,728 | $343K |
| Ritholtz Wealth Management | 0.01% | Reduce -7.5% | 1,727 | $343K |
| Warren Street Wealth Advisors, LLC | 0.10% | Reduce -52.5% | 1,721 | $342K |
| GAMMA Investing LLC | 0.02% | Add +3.5% | 1,716 | $341K |
| SB Capital Management Inc | 0.12% | — | 1,712 | $340K |
| Solstein Capital, LLC | 0.14% | No change | 1,702 | $338K |
| HBW Advisory Services LLC | 0.04% | Add +3.8% | 1,702 | $338K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Reduce -1.6% | 1,700 | $338K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -0.1% | 1,695 | $337K |
| OneAscent Financial Services LLC | 0.03% | Add +12.5% | 1,689 | $335K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 1,684 | $334K |
| Unique Wealth, LLC | 0.05% | Reduce -95.5% | 1,682 | $334K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -11.0% | 1,670 | $332K |
| Fund Evaluation Group, LLC | 0.01% | Reduce -3.1% | 1,661 | $330K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -7.9% | 1,655 | $329K |
| Morton Capital Management LLC | 0.05% | Add +25.2% | 1,643 | $326K |
| Invested Advisors | 0.34% | Add +5.0% | 1,641 | $326K |
| Pinnacle Wealth Management Group, Inc. | 0.16% | Add +0.9% | 1,640 | $326K |
| Key Capital Management, INC | 0.32% | — | 1,635 | $325K |
| Post Resch Tallon Group Inc. | 0.27% | No change | 1,633 | $324K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -42.1% | 1,630 | $324K |
| American Wealth Advisors, LLC | 0.32% | Reduce -1.2% | 1,629 | $323K |
| SIMA Wealth Partners, LLC | 0.24% | No change | 1,617 | $321K |
| Freedom Investment Management, Inc. | 0.09% | Reduce -47.0% | 1,613 | $320K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.2% | 1,599 | $318K |
| Lexington Hill Partners, LLC | 0.24% | — | 1,596 | $317K |
| Sterling Financial Planning, Inc. | 0.09% | Reduce -11.6% | 1,582 | $314K |
| Beacon Wealthcare LLC | 0.11% | No change | 1,581 | $314K |
| Hurlow Wealth Management Group, Inc. | 0.08% | New | 1,579 | $314K |
| Cadence Bank | 0.02% | Reduce -11.1% | 1,571 | $312K |
| Certuity, LLC | 0.02% | Add +1.8% | 1,570 | $312K |
| Stirlingshire Investments, Inc. | 0.28% | — | 1,568 | $312K |
| Channel Wealth LLC | 0.08% | Reduce -16.4% | 1,562 | $310K |
| Black Diamond Financial, LLC | 0.03% | Reduce -0.1% | 1,560 | $310K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,553 | $308K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $308K |
| Integrity Wealth Solutions LLC | 0.12% | Add +0.1% | 1,544 | $307K |
| Colonial Trust Advisors | 0.02% | Reduce -1.6% | 1,535 | $305K |
| Catalyst Financial Partners LLC | 0.03% | Reduce -24.3% | 1,533 | $304K |
| Archford Capital Strategies, LLC | 0.04% | No change | 1,532 | $304K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 1,531 | $304K |
| Intrua Financial, LLC | 0.03% | Add +7.5% | 1,521 | $302K |
| Chancellor Financial Group WB LP | 0.21% | No change | 1,514 | $301K |
| Professional Financial Advisors, LLC | 0.06% | No change | 1,512 | $300K |
| Montag A & Associates Inc. | 0.01% | Reduce -5.7% | 1,507 | $299K |
| Revisor Wealth Management LLC | 0.08% | New | 1,473 | $296K |
| Bangor Savings Bank | 0.02% | No change | 1,489 | $296K |
| Creekside Partners | 0.12% | No change | 1,473 | $293K |
| Exit Wealth Advisors, LLC. | 0.17% | Add +0.3% | 1,469 | $292K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,462 | $290K |
| GFG Capital, LLC | 0.10% | Add +1.3% | 1,460 | $290K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Reduce -27.6% | 1,455 | $289K |
| IFC Advisors LLC | 0.04% | No change | 1,450 | $288K |
| NBT Bank, N.A. | 0.02% | Add +0.4% | 1,057 | $285K |
| Impact Partnership Wealth, LLC | 0.04% | Add +30.6% | 1,435 | $285K |
| Entelevest, LLC | 0.29% | — | 1,430 | $284K |
| Madison Wealth Partners, Inc | 0.05% | Add +35.4% | 1,428 | $284K |
| Northwest Wealth Advisors, LLC | 0.22% | — | 1,425 | $283K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -80.1% | 1,420 | $282K |
| Kirtland Hills Capital Management, LLC | 0.10% | Add +32.4% | 1,410 | $280K |
| Northwest Financial Advisors | 0.57% | Reduce -1.1% | 1,404 | $279K |
| WealthBridge Capital Management, LLC | 0.06% | Add +3.7% | 1,395 | $277K |
| Ascent Wealth Partners, LLC | 0.03% | Add +9.4% | 1,380 | $274K |
| Members Trust Co | 0.01% | Reduce -0.4% | 1,378 | $274K |
| Summit Investment Advisory Services, LLC | 0.10% | Add +0.3% | 1,375 | $273K |
| MBA Advisors LLC | 0.11% | Reduce -4.9% | 1,373 | $273K |
| Permanent Capital Management, LP | 0.05% | Reduce -2.5% | 1,371 | $272K |
| Roble, Belko & Company, Inc | 0.04% | New | 1,367 | $272K |
| Greenspring Advisors, LLC | 0.02% | New | 1,368 | $272K |
| Falcon Wealth Planning | 0.02% | Add +2.2% | 1,366 | $271K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +4.6% | 1,362 | $271K |
| Rockbridge Investment Management, LCC | 0.03% | Reduce -1.0% | 1,360 | $270K |
| FWL Investment Management, LLC | 0.06% | Reduce -6.1% | 1,357 | $270K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -1.4% | 1,320 | $269K |
| Providence Financial Advisors, LLC | 0.27% | No change | 1,355 | $269K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.3% | 1,352 | $269K |
| Longview Financial Advisors LLC | 0.15% | No change | 1,347 | $268K |
| Symphony Financial Services, Inc. | 0.14% | Add +0.1% | 1,341 | $266K |
| Veracity Capital LLC | 0.08% | Reduce -32.7% | 1,331 | $264K |
| Prosperity Planning, Inc. | 0.10% | Reduce -4.0% | 1,330 | $264K |
| Stark Wealth Management LLC | 0.99% | Add +0.3% | 1,328 | $264K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -40.8% | 1,296 | $263K |
| Saxony Capital Management, LLC | 0.16% | New | 1,319 | $262K |
| Indivisible Partners | 0.03% | — | 1,316 | $261K |
| CVFG LLC | 0.18% | Reduce -4.0% | 1,311 | $260K |
| Headland Capital, LLC | 0.07% | Add +3.4% | 1,309 | $260K |
| BDFS Capital LLC | 0.13% | — | 1,306 | $259K |
| Becker Capital Management Inc. | 0.01% | Reduce -42.2% | 1,305 | $259K |
| Camden National Bank | 0.04% | Add +19.9% | 1,304 | $259K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -15.1% | 1,302 | $259K |
| Centennial Advisors, LLC | 0.34% | — | 1,302 | $259K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 1,301 | $258K |
| Maple Capital Management, Inc. | 0.02% | Add +1.4% | 1,295 | $257K |
| Ironvine Capital Partners, LLC | 0.03% | Add +0.9% | 1,286 | $255K |
| Sanchez Wealth Management Group | 0.05% | Reduce -7.5% | 1,285 | $255K |
| Ethic Inc. | 0.00% | No change | 1,281 | $254K |
| Opes Wealth Management LLC | 0.04% | Reduce -8.0% | 1,277 | $254K |
| Regions Financial Corp. | 0.00% | New | 1,265 | $251K |
| Cove Private Wealth, LLC | 0.08% | No change | 1,265 | $251K |
| Verum Partners LLC | 0.05% | Add +1.0% | 1,262 | $251K |
| Rothschild Investment LLC | 0.01% | Add +18.8% | 1,256 | $249K |
| Baker Tilly Wealth Management, LLC | 0.06% | New | 1,255 | $249K |
| apricus wealth, LLC | 0.13% | Reduce -24.6% | 1,254 | $249K |
| CENTRAL TRUST Co | 0.00% | Add +53.0% | 1,250 | $248K |
| SHP Wealth Management | 0.02% | — | 1,248 | $248K |
| Tailwinds Wealth, LLC | 0.27% | — | 1,244 | $247K |
| Leuthold Group, LLC | 0.03% | No change | 1,239 | $246K |
| M3 Advisory Group, LLC | 0.15% | No change | 1,236 | $246K |
| Purkiss Capital Advisors LLC | 0.12% | Add +0.2% | 1,236 | $246K |
| Lockerman Financial Group, Inc. | 0.47% | Reduce -35.7% | 1,233 | $245K |
| Precision Wealth Strategies, LLC | 0.08% | Add +6.0% | 1,233 | $245K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +6.9% | 1,232 | $245K |
| Garde Capital, Inc. | 0.01% | No change | 1,230 | $244K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,223 | $243K |
| Essex Bank | 0.05% | Reduce -7.4% | 1,222 | $243K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,221 | $243K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 1,200 | $238K |
| LifeWealth Investments, LLC | 0.08% | Reduce -7.7% | 1,195 | $237K |
| Idaho Trust Co | 0.08% | No change | 1,195 | $237K |
| Stewardship Advisors, LLC | 0.05% | Reduce -16.0% | 1,192 | $237K |
| Walkner Condon Financial Advisors LLC | 0.03% | Add +6.3% | 1,192 | $237K |
| 180 Wealth Advisors, LLC | 0.03% | Add +9.2% | 1,191 | $236K |
| Rosenberg Matthew Hamilton | 0.05% | Reduce -3.6% | 1,190 | $236K |
| TFO Wealth Partners, LLC | 0.04% | No change | 1,188 | $236K |
| ArborFi Advisors, LLC | 0.19% | Reduce -2.3% | 1,186 | $236K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +0.6% | 1,183 | $235K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 1,178 | $234K |
| Core Wealth Management, Inc. | 0.07% | New | 1,177 | $234K |
| FSA Advisors, Inc. | 0.16% | New | 1,173 | $233K |
| Center For Asset Management LLC | 0.12% | Add +0.3% | 1,173 | $233K |
| May Hill Capital, LLC | 0.06% | New | 1,166 | $232K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 1,158 | $230K |
| Torrey-Payne Wealth Management, LLC | 0.21% | — | 1,127 | $230K |
| Planning Project LLC | 0.06% | — | 1,155 | $229K |
| CX Institutional | 0.01% | Add +2.5% | 1,155 | $229K |
| Ariadne Wealth Management, LP | 0.09% | No change | 1,138 | $228K |
| Axim Planning & Wealth | 0.24% | Reduce -0.5% | 1,150 | $228K |
| Hemenway Trust Co LLC | 0.02% | Reduce -11.5% | 1,150 | $228K |
| Fayez Sarofim & Co | 0.00% | No change | 1,149 | $228K |
| Spinnaker Investment Group, LLC | 0.04% | Reduce -47.5% | 1,140 | $226K |
| Strengthening Families & Communities, LLC | 0.08% | No change | 1,139 | $226K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -48.1% | 1,108 | $220K |
| Aventura Private Wealth, LLC | 0.08% | No change | 1,106 | $220K |
| Wealthquest Corp | 0.02% | New | 1,106 | $220K |
| Marex Group Ltd | 0.00% | Reduce -6.5% | 1,100 | $218K |
| Cibc World Market Inc. | 0.00% | Reduce -4.2% | 1,100 | $218K |
| Vista Investment Partners Ii, LLC | 0.09% | New | 1,092 | $217K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.4% | 1,092 | $217K |
| Bawa N Mallick Trust | 0.08% | No change | 1,090 | $216K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | New | 1,088 | $216K |
| BIP Wealth, LLC | 0.01% | New | 1,083 | $215K |
| Oasis Advisors, LLC | 0.11% | — | 1,080 | $215K |
| Jane Street Group, LLC | 0.00% | New | 1,076 | $214K |
| Rubicon Advisors, GP | 0.20% | — | 1,074 | $213K |
| ProVise Management Group, LLC | 0.02% | Reduce -4.6% | 1,069 | $212K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 1,067 | $212K |
| City National Bank of Florida | 0.14% | No change | 1,063 | $211K |
| Evergreen Wealth Partners LLC | 0.18% | — | 1,062 | $211K |
| Ascentis Independent Advisors | 0.03% | New | 1,060 | $211K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | No change | 1,059 | $210K |
| Itau Unibanco Holding S.A. | 0.01% | Add +7.7% | 1,054 | $209K |
| Collaborative Wealth Managment Inc. | 0.07% | No change | 1,052 | $209K |
| Able Wealth Management LLC | 0.07% | Reduce -0.7% | 1,050 | $209K |
| Astra Wealth Partners LLC | 0.13% | No change | 1,049 | $208K |
| Pacific Asset Management, LLC | 0.12% | Add +0.3% | 1,046 | $208K |
| American Trust | 0.02% | Reduce -57.0% | 1,045 | $208K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,045 | $208K |
| Accredited Investors Inc. | 0.01% | No change | 1,038 | $206K |
| Element Wealth, LLC | 0.09% | Reduce -26.8% | 1,037 | $206K |
| Team Financial Group, LLC | 0.09% | Reduce -1.0% | 1,035 | $206K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 1,027 | $204K |
| Fiscal Wisdom Wealth Management, LLC | 0.19% | Reduce -24.7% | 1,025 | $204K |
| Francis Financial, Inc. | 0.04% | Reduce -2.7% | 1,021 | $203K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 1,016 | $202K |
| Trexquant Investment LP | 0.00% | New | 1,015 | $202K |
| Princeton Global Asset Management LLC | 0.03% | Add +2.8% | 1,013 | $201K |
| Western Pacific Wealth Management, LP | 0.19% | No change | 1,000 | $199K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $199K |
| Orion Capital Management LLC | 0.07% | Reduce -37.6% | 997 | $198K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +7.8% | 975 | $194K |
| EPG Wealth Management LLC | 0.05% | Reduce -7.6% | 971 | $193K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -1.1% | 957 | $191K |
| Motco | 0.02% | No change | 960 | $191K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 950 | $189K |
| Abound Financial, LLC | 0.07% | New | 924 | $184K |
| Fourth Dimension Wealth, LLC | 0.07% | Reduce -1.3% | 909 | $181K |
| Hantz Financial Services, Inc. | 0.00% | Add +596.1% | 905 | $180K |
| Clark Wealth Partners | 0.11% | No change | 901 | $179K |
| MidFirst Bank | 0.01% | — | 901 | $179K |
| Howe & Rusling Inc. | 0.01% | Add +30.6% | 901 | $179K |
| HM Payson & Co. | 0.00% | Add +8.7% | 900 | $179K |
| Curio Wealth, LLC | 0.06% | Reduce -8.6% | 876 | $176K |
| Clearstead Trust, LLC | 0.03% | Reduce -18.3% | 871 | $173K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 870 | $173K |
| CNB Bank | 0.07% | No change | 843 | $167K |
| United Community Bank | 0.06% | Reduce -1.6% | 837 | $166K |
| Caldwell Trust Co | 0.01% | No change | 805 | $160K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -26.1% | 780 | $155K |
| Bokf, NA | 0.00% | Reduce -10.4% | 776 | $154K |
| Optima Capital LLC | 0.07% | New | 764 | $152K |
| Tidemark, LLC | 0.04% | Reduce -0.7% | 754 | $150K |
| Quest 10 Wealth Builders, Inc. | 0.13% | Reduce -9.8% | 751 | $149K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 745 | $148K |
| EFG International AG | 0.00% | — | 705 | $140K |
| Miller Capital Partners, Inc. | 0.07% | — | 692 | $137K |
| Capital Investment Counsel, Inc | 0.02% | New | 679 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $133K |
| Essential Investment Partners LLC | 0.12% | — | 667 | $132K |
| Operose Advisors LLC | 0.03% | Add +66.0% | 664 | $132K |
| Bfsg, LLC | 0.01% | No change | 663 | $132K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 653 | $130K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -61.0% | 651 | $129K |
| Godfrey Financial Associates, Inc. | 0.11% | — | 643 | $128K |
| Navigoe, LLC | 0.08% | No change | 634 | $125K |
| Signature Resources Capital Management, LLC | 0.06% | Add +31.6% | 621 | $123K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -11.5% | 598 | $119K |
| Go Invest LLC | 0.04% | — | 591 | $117K |
| Union Savings Bank | 0.05% | — | 583 | $116K |
| Lanark Financial, Inc. | 0.01% | Reduce -26.7% | 579 | $115K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 578 | $115K |
| JNBA Financial Advisors | 0.01% | Add +15.6% | 577 | $115K |
| Prosperity Bancshares Inc | 0.10% | — | 573 | $114K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -16.4% | 571 | $113K |
| Colonial Trust Co / SC | 0.02% | No change | 570 | $113K |
| Basso Capital Management, L.P. | 0.07% | New | 568 | $113K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 558 | $111K |
| Mascoma Wealth Management LLC | 0.02% | No change | 544 | $108K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 541 | $107K |
| Arlington Trust Co LLC | 0.01% | Reduce -73.2% | 541 | $107K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 541 | $107K |
| Ameriflex Group, Inc. | 0.06% | Reduce -9.7% | 533 | $106K |
| Estate Planners Group, LLC | 0.04% | — | 523 | $104K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 515 | $102K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -60.7% | 508 | $101K |
| Walsh & Associates, LLC | 0.10% | — | 500 | $99K |
| Realta Investment Advisors | 0.03% | No change | 500 | $99K |
| Winthrop Capital Management, LLC | 0.02% | Add +0.4% | 481 | $95K |
| Park Place Capital Corp | 0.02% | Reduce -8.5% | 464 | $92K |
| Vermillion Wealth Management, Inc. | 0.04% | Reduce -4.4% | 457 | $91K |
| American Capital Advisory, LLC | 0.04% | No change | 450 | $89K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -0.2% | 450 | $89K |
| REAP Financial Group, LLC | 0.02% | Reduce -56.1% | 446 | $89K |
| Sittner & Nelson, LLC | 0.03% | No change | 431 | $88K |
| Signature Equity Partners, LLC | 0.05% | — | 435 | $86K |
| Hoey Investments, Inc. | 0.01% | No change | 434 | $86K |
| Networth Advisors, LLC | 0.06% | — | 432 | $86K |
| Deutsche Bank AG | 0.00% | Reduce -12.0% | 424 | $84K |
| MCF Advisors LLC | 0.00% | Add +165.4% | 414 | $82K |
| City Holding Co. | 0.01% | No change | 400 | $79K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $79K |
| Birchwood Financial Partners, Inc. | 0.08% | — | 398 | $79K |
| RMG Wealth Management LLC | 0.01% | Reduce -50.2% | 305 | $78K |
| Highline Wealth Partners LLC | 0.02% | Add +0.5% | 381 | $76K |
| Abound Wealth Management | 0.02% | Add +75.9% | 380 | $76K |
| NFSG Corp | 0.01% | Reduce -80.8% | 376 | $75K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | Add +0.3% | 376 | $75K |
| First Command Advisory Services, Inc. | 0.00% | Add +16.5% | 374 | $74K |
| Richardson Capital Management LLC | 0.04% | No change | 363 | $72K |
| Dunhill Financial, LLC | 0.02% | No change | 362 | $72K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 352 | $70K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $69K |
| Tompkins Financial Corp. | 0.01% | Add +17.8% | 344 | $68K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 333 | $66K |
| RHL Group, LLC | 0.05% | — | 312 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 310 | $61K |
| Islay Capital Management, LLC | 0.04% | No change | 300 | $60K |
| Wellington Grp LLC | 0.02% | — | 299 | $59K |
| Murphy & Mullick Capital Management Corp | 0.04% | Add +31.0% | 296 | $59K |
| Millstone Evans Group, LLC | 0.03% | No change | 296 | $59K |
| Tucker Asset Management LLC | 0.02% | Add +20.1% | 287 | $57K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 284 | $56K |
| IFC & Insurance Marketing, Inc. | 0.06% | — | 283 | $56K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.4% | 281 | $56K |
| Concord Wealth Partners | 0.01% | No change | 280 | $56K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 273 | $54K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 257 | $51K |
| Cheviot Value Management, LLC | 0.01% | No change | 249 | $51K |
| Costello Asset Management, INC | 0.02% | No change | 251 | $50K |
| Darwin Wealth Management, LLC | 0.02% | No change | 250 | $50K |
| BankPlus Trust Department | 0.01% | No change | 244 | $48K |
| Morse Asset Management, Inc | 0.01% | No change | 241 | $48K |
| Legacy Wealth Managment, LLC | 0.02% | Add +9.2% | 238 | $47K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -70.8% | 229 | $45K |
| Nemes Rush Group LLC | 0.00% | Add +89.2% | 227 | $45K |
| CVA Family Office, LLC | 0.01% | No change | 226 | $45K |
| MGB Wealth Management, LLC | 0.01% | Add +0.5% | 221 | $44K |
| Pittenger & Anderson Inc. | 0.00% | No change | 218 | $43K |
| Wealth Watch Advisors, INC | 0.02% | New | 216 | $43K |
| Glassman Wealth Services | 0.01% | New | 212 | $42K |
| GGM Financial LLC | 0.02% | Add +0.5% | 211 | $42K |
| St Germain D J Co. Inc. | 0.00% | No change | 204 | $41K |
| Ransom Advisory, Ltd | 0.02% | New | 197 | $39K |
| Fortitude Family Office, LLC | 0.01% | New | 195 | $39K |
| First Horizon Corp. | 0.00% | Add +3.8% | 192 | $38K |
| Parkside Financial Bank & Trust | 0.00% | Add +222.4% | 187 | $37K |
| CoreFirst Bank & Trust | 0.02% | No change | 182 | $36K |
| Hurley Capital, LLC | 0.02% | New | 176 | $35K |
| Angeles Wealth Management, LLC | 0.00% | New | 175 | $35K |
| Wolff Wiese Magana LLC | 0.02% | No change | 168 | $33K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +18.6% | 166 | $33K |
| Decker Retirement Planning Inc. | 0.02% | New | 164 | $32K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 163 | $32K |
| Centennial Bank | 0.01% | No change | 162 | $32K |
| Copia Wealth Management | 0.02% | No change | 160 | $32K |
| Roxbury Financial LLC | 0.03% | No change | 157 | $31K |
| Barrett & Company, Inc. | 0.01% | Add +2.7% | 154 | $31K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $31K |
| Ares Financial Consulting, LLC | 0.03% | — | 151 | $30K |
| Cornerstone Financial Management LLC | 0.03% | — | 151 | $30K |
| Kings Path Partners LLC | 0.01% | No change | 147 | $29K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 142 | $28K |
| Resources Management Corp. /CT/ | 0.00% | New | 134 | $27K |
| Sawyer & Company, Inc | 0.01% | No change | 128 | $25K |
| GW&K Investment Management, LLC | 0.00% | No change | 128 | $25K |
| Advocate Investing Services LLC | 0.02% | — | 124 | $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 |
| DecisionPoint Financial, LLC | 0.01% | New | 118 | $23K |
| City State Bank | 0.01% | No change | 114 | $23K |
| Ankerstar Wealth, LLC | 0.02% | — | 111 | $22K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 106 | $21K |
| NorthAvenue LLC | 0.02% | — | 103 | $21K |
| MTM Investment Management, LLC | 0.01% | No change | 100 | $20K |
| Group One Trading LLC | 0.00% | New | 100 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 99 | $20K |
| Valued Wealth Advisors LLC | 0.01% | No change | 97 | $19K |
| Godsey & Gibb, Inc. | 0.00% | New | 96 | $19K |
| LRI Investments, LLC | 0.00% | Reduce -35.2% | 92 | $18K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $18K |
| Whittier Trust Co. | 0.00% | No change | 82 | $17K |
| Valley National Advisers Inc. | 0.00% | No change | 82 | $16K |
| Elyxium Wealth, LLC | 0.00% | New | 80 | $16K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 78 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 77 | $15K |
| 2UniFi Bank | 0.01% | New | 75 | $15K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $14K |
| Bayban | 0.01% | — | 70 | $14K |
| Security National Bank | 0.00% | New | 68 | $14K |
| Rogco, LP | 0.00% | No change | 66 | $13K |
| Meramec Financial Planners, LLC | 0.00% | — | 62 | $13K |
| Benson Wealth Management INC | 0.01% | — | 62 | $12K |
| Smallwood Wealth Investment Management, LLC | 0.01% | Reduce -7.7% | 60 | $12K |
| Rice Partnership, LLC | 0.00% | Reduce -50.4% | 58 | $12K |
| Cambient Family Office, LLC | 0.00% | — | 57 | $11K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $11K |
| Archer Investment Corp | 0.00% | No change | 52 | $10K |
| Grand Wealth Management, LLC | 0.00% | Add +8.3% | 52 | $10K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -77.4% | 51 | $10K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -2.0% | 50 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $10K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 48 | $10K |
| HighMark Wealth Management LLC | 0.00% | Reduce -2.1% | 46 | $9K |
| Parvin Asset Management, LLC | 0.01% | New | 41 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 41 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -97.3% | 41 | $8K |
| Pursuit Wealth Strategies, LLC | 0.01% | — | 40 | $8K |
| Redwood Park Advisors LLC | 0.01% | No change | 40 | $8K |
| United Financial Planning Group LLC | 0.00% | New | 40 | $8K |
| Gilpin Wealth Management, LLC | 0.01% | — | 37 | $7K |
| WFA of San Diego, LLC | 0.01% | No change | 34 | $7K |
| Y.D. More Investments Ltd | 0.00% | No change | 32 | $6K |
| S&T Bank | 0.00% | No change | 31 | $6K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 25 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 24 | $5K |
| Alerus Financial NA | 0.00% | No change | 24 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 21 | $4K |
| Chelsea Counsel Co. | 0.00% | No change | 21 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $4K |
| Manchester Capital Management LLC | 0.00% | New | 18 | $4K |
| Caitlin John, LLC | 0.00% | No change | 18 | $4K |
| Fairscale Capital, LLC | 0.00% | New | 17 | $3K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 15 | $3K |
| First Pacific Financial | 0.00% | No change | 14 | $3K |
| Register Financial Advisors LLC | 0.00% | New | 14 | $3K |
| Atwood & Palmer Inc. | 0.00% | New | 14 | $3K |
| ESL Trust Services, LLC | 0.00% | New | 13 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $2K |
| Evelyn Partners Asset Management Ltd | 0.00% | No change | 12 | $2K |
| Nvwm, LLC | 0.00% | New | 12 | $2K |
| Oakworth Capital, Inc. | 0.00% | Reduce -25.0% | 12 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 11 | $2K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 11 | $2K |
| WPG Advisers, LLC | 0.00% | No change | 10 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 10 | $2K |
| Garner Asset Management Corp | 0.00% | New | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $2K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 9 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -93.3% | 5 | $994 |
| Barclays PLC | 0.00% | Reduce -94.6% | 4 | $794 |
"% 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.