iShares MSCI USA Quality FacQUALETF
13F holders, Q2 2026 (June 30)1,647holders −8
107new positions
107sold out
6famous investors
$218.81avg. 13F price*
At the end of Q2 2026, 1,647 institutions reported holding iShares MSCI USA Quality Fac (QUAL) in their 13F filings, down 8 from Q1 2026. 107 opened new positions and 107 sold out. The largest holders were FMR LLC ($4.3B), LPL Financial LLC ($2.9B) and Bank of America Corp. ($1.9B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares MSCI USA Quality Fac
- CUSIP
- 46432F339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 107 | $75.0M |
| Exits | 107 | $178.2M |
All 13F filers, Q1 2026 → Q2 2026: 4,571,405 shares bought and 42,654,620 shares sold, net −38,083,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,647 holders
| FMR LLC | 0.19% | Add +7.9% | 19,505,608 | $4.3B |
| LPL Financial LLC | 0.66% | Reduce -17.5% | 13,335,529 | $2.9B |
| Bank of America Corp. | 0.12% | Reduce -2.9% | 8,485,338 | $1.9B |
| Morgan Stanley | 0.09% | Reduce -14.4% | 7,762,968 | $1.7B |
| Envestnet Asset Management Inc. | 0.39% | Reduce -57.5% | 7,560,676 | $1.7B |
| PNC Financial Services Group, Inc. | 0.62% | Reduce -6.9% | 5,712,458 | $1.3B |
| Ameriprise Financial Inc. | 0.21% | Reduce -9.6% | 4,901,506 | $1.0B |
| Wells Fargo & Company | 0.15% | Reduce -2.8% | 3,856,366 | $846.2M |
| Cerity Partners LLC | 1.03% | Reduce -3.6% | 3,854,424 | $845.8M |
| UBS Group AG | 0.12% | Reduce -5.8% | 3,552,196 | $779.5M |
| Orgel Wealth Management, LLC | 13.98% | Add +2.0% | 3,358,210 | $736.9M |
| Facet Wealth, Inc. | 10.38% | Add +11.3% | 3,300,180 | $724.2M |
| M&T Bank Corp | 1.97% | Reduce -1.4% | 3,065,701 | $672.7M |
| Blue Trust, Inc. | 6.23% | Add +0.6% | 2,709,961 | $594.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -42.7% | 2,399,340 | $521.4M |
| Keybank National Association | 1.65% | Reduce -9.2% | 2,289,743 | $502.4M |
| BlackRock, Inc. | 0.01% | Reduce -39.4% | 1,889,810 | $414.7M |
| Haverford Trust Co | 3.47% | Add +3.0% | 1,831,381 | $401.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.77% | Add +1.6% | 1,794,452 | $393.8M |
| Raymond James Financial Inc. | 0.10% | Reduce -10.5% | 1,702,675 | $373.6M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Reduce -15.1% | 1,613,234 | $354.0M |
| Royal Bank of Canada | 0.06% | Reduce -10.2% | 1,595,432 | $350.1M |
| Focus Partners Wealth | 0.33% | Reduce -38.5% | 1,477,108 | $324.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.9% | 1,442,737 | $316.6M |
| HighTower Advisors, LLC | 0.28% | Reduce -0.1% | 1,348,338 | $295.9M |
| Wharton Business Group, LLC | 8.56% | Reduce -2.9% | 1,167,255 | $256.1M |
| Mercer Global Advisors Inc. | 0.31% | Reduce -0.2% | 1,158,867 | $254.3M |
| Jupiter Topco LLC | 0.09% | — | 1,057,016 | $231.9M |
| Bluespring Wealth Management, LLC | 4.42% | Add +34.1% | 1,046,876 | $229.7M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -24.7% | 1,008,946 | $221.4M |
| MML Investors Services, LLC | 0.45% | Reduce -29.5% | 998,944 | $219.2M |
| Cetera Investment Advisers | 0.20% | Reduce -37.8% | 978,389 | $214.7M |
| Connecticut Wealth Management, LLC | 7.91% | Reduce -1.1% | 975,098 | $214.0M |
| Foster Group, Inc. | 4.47% | Add +2.1% | 765,906 | $168.1M |
| Integrated Wealth Concepts LLC | 1.03% | Reduce -8.9% | 715,455 | $157.0M |
| Osaic Holdings, Inc. | 0.17% | Reduce -16.5% | 674,508 | $148.2M |
| &partners | 0.59% | Reduce -1.9% | 653,307 | $143.5M |
| Beacon Pointe Advisors, LLC | 0.64% | Add +79.7% | 627,286 | $137.6M |
| D.A. Davidson & Co. | 0.75% | Add +1.7% | 615,670 | $135.1M |
| Unison Advisors LLC | 9.37% | Add +1.5% | 612,288 | $134.4M |
| Kestra Investment Management, LLC | 2.52% | Reduce -36.2% | 593,900 | $130.3M |
| Sage Mountain Advisors LLC | 7.77% | Reduce -0.3% | 575,644 | $126.3M |
| Coldstream Capital Management Inc. | 1.56% | Reduce -49.3% | 563,366 | $123.6M |
| SCS Capital Management LLC | 1.15% | Reduce -30.6% | 552,891 | $121.3M |
| Mariner, LLC | 0.12% | Reduce -16.6% | 546,042 | $119.8M |
| Johnson Investment Counsel Inc. | 0.87% | Add +7.3% | 539,969 | $118.5M |
| Savant Capital, LLC | 0.34% | Reduce -1.2% | 530,640 | $116.5M |
| Howard Financial Services, LTD. | 11.25% | Add +2.1% | 513,557 | $112.7M |
| Equitable Holdings, Inc. | 0.67% | Reduce -1.3% | 510,432 | $112.0M |
| Jones Financial Companies LLLP | 0.04% | Add +10.7% | 479,253 | $102.4M |
| Stifel Financial Corp. | 0.08% | Reduce -72.5% | 449,019 | $98.5M |
| Prime Capital Investment Advisors, LLC | 0.93% | Reduce -4.8% | 437,142 | $95.9M |
| Pinnacle Associates Ltd. | 1.04% | Add +1.1% | 434,127 | $95.3M |
| State of Michigan Retirement System | 0.41% | Add +29.3% | 419,649 | $92.1M |
| Valence8 US LP | 30.09% | Add +22.1% | 412,060 | $90.4M |
| Sax Wealth Advisors, LLC | 3.64% | Add +1.1% | 465,970 | $89.4M |
| Baker Avenue Asset Management, LP | 1.70% | Reduce -4.0% | 407,272 | $89.4M |
| Kestra Advisory Services, LLC | 0.28% | Reduce -9.5% | 401,182 | $88.0M |
| Captrust Financial Advisors | 0.13% | Reduce -0.9% | 398,832 | $87.5M |
| United Capital Financial Advisors, LLC | 0.46% | Reduce -39.2% | 376,567 | $82.8M |
| Rockefeller Capital Management L.P. | 0.12% | Reduce -7.6% | 370,959 | $81.4M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -22.4% | 358,459 | $78.7M |
| Obermeyer Wealth Partners | 3.20% | Reduce -21.8% | 356,383 | $78.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -59.0% | 350,939 | $77.0M |
| Cresset Asset Management, LLC | 0.27% | Add +0.3% | 340,792 | $74.8M |
| Sachem Hill LLC | 13.26% | Reduce -1.8% | 339,832 | $74.6M |
| Modern Wealth Management, LLC | 0.87% | Reduce -26.8% | 332,275 | $72.9M |
| True Link Financial Advisors, LLC | 4.11% | Add +0.9% | 323,641 | $71.0M |
| Corient Private Wealth LP | 0.10% | Reduce -50.4% | 319,300 | $70.1M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -63.6% | 314,815 | $69.1M |
| Horizon Investments, LLC | 0.75% | Reduce -2.5% | 311,991 | $68.5M |
| Landaas & Co. /Wi | 12.41% | Add +0.9% | 310,816 | $68.2M |
| Qube Research & Technologies Ltd | 0.07% | Add +164.2% | 304,073 | $66.7M |
| Composition Wealth, LLC | 0.75% | Reduce -3.8% | 289,324 | $63.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 3.77% | Add +2.0% | 288,906 | $63.4M |
| Sanctuary Advisors, LLC | 0.29% | Reduce -52.9% | 284,788 | $62.5M |
| Baron Wealth Management LLC | 16.04% | Add +0.4% | 281,840 | $61.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.21% | Reduce -3.0% | 279,970 | $61.4M |
| Strategies Wealth Advisors, LLC | 5.44% | Reduce -11.4% | 277,042 | $60.8M |
| Wilmington Savings Fund Society, FSB | 1.35% | Reduce -9.6% | 275,086 | $60.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.73% | Reduce -5.3% | 253,901 | $55.7M |
| NewEdge Advisors, LLC | 0.16% | Reduce -66.0% | 248,757 | $54.6M |
| Millburn Ridgefield LLC | 1.03% | Reduce -0.6% | 248,182 | $54.5M |
| Catalyst Capital Advisors LLC | 0.90% | Reduce -0.6% | 248,182 | $54.5M |
| Kathmere Capital Management, LLC | 2.87% | Add +4.2% | 246,258 | $54.0M |
| Aspen Wealth Management LLC | 9.12% | Add +7.5% | 244,746 | $53.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -11.1% | 243,745 | $53.5M |
| Apollon Wealth Management, LLC | 0.64% | Reduce -10.6% | 238,441 | $52.3M |
| Private Advisor Group, LLC | 0.24% | Reduce -41.1% | 238,302 | $52.3M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -18.7% | 235,175 | $51.6M |
| OneDigital Investment Advisors LLC | 0.43% | Reduce -66.3% | 232,612 | $51.0M |
| Baird Financial Group, Inc. | 0.07% | Reduce -4.9% | 231,044 | $50.7M |
| Park Avenue Securities LLC | 0.30% | Reduce -79.9% | 221,923 | $48.7M |
| Creative Planning | 0.03% | Add +62.6% | 220,478 | $48.4M |
| Wealth Group Ltd | 9.07% | Add +3.0% | 215,910 | $47.4M |
| MCF Advisors LLC | 1.66% | Reduce 0.0% | 211,447 | $46.4M |
| AlphaCore Capital LLC | 0.85% | Add +2.0% | 210,317 | $46.1M |
| SlateStone Wealth, LLC | 3.47% | Add +1.8% | 206,345 | $45.3M |
| Vestmark Advisory Solutions, Inc. | 0.42% | Add +26.7% | 204,628 | $44.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -50.8% | 202,427 | $44.4M |
| Elevation Point Wealth Partners, LLC | 0.82% | Add +13.9% | 201,242 | $44.2M |
| TD Capital Management LLC | 3.45% | Reduce -2.1% | 192,166 | $42.2M |
| Foundations Investment Advisors, LLC | 0.43% | Reduce -68.0% | 191,546 | $42.0M |
| Pure Financial Advisors, LLC | 0.54% | Reduce -1.9% | 191,322 | $42.0M |
| 1900 Wealth Management LLC | 2.33% | Reduce -0.9% | 190,279 | $41.8M |
| Clearstead Advisors, LLC | 0.38% | Reduce -6.3% | 185,105 | $40.6M |
| Glenmede Trust Co. NA | 0.18% | Reduce -16.1% | 181,216 | $39.8M |
| Sowell Financial Services LLC | 1.27% | Add +1.0% | 177,723 | $39.0M |
| CFO4Life Group, LLC | 5.20% | Add +0.3% | 175,888 | $38.6M |
| Merit Financial Group, LLC | 0.24% | Reduce -65.5% | 173,173 | $38.0M |
| MA Private Wealth | 5.66% | Add +2.0% | 173,019 | $38.0M |
| Symmetry Partners, LLC | 1.93% | Add +4.6% | 172,738 | $37.9M |
| Armbruster Capital Management, Inc. | 5.62% | Add +0.9% | 171,926 | $37.7M |
| US Bancorp \de | 0.04% | Reduce -6.5% | 170,136 | $37.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4.36% | Add +0.4% | 168,868 | $37.1M |
| Franklin Resources Inc. | 0.01% | Reduce -1.3% | 166,526 | $36.5M |
| Capital Advisors, Ltd. LLC | 3.66% | Reduce -2.0% | 165,290 | $36.3M |
| Alliancebernstein L.P. | 0.01% | Add +41.1% | 182,400 | $35.0M |
| Lineweaver Wealth Advisors, LLC | 4.10% | Add +2.3% | 157,256 | $34.5M |
| ARS Wealth Advisors Group, LLC | 2.68% | Reduce -2.4% | 156,054 | $34.2M |
| Annandale Capital, LLC | 5.06% | Add +5.5% | 155,660 | $34.2M |
| Boulder Wealth Advisors, LLC | 12.37% | Add +2.6% | 154,582 | $33.9M |
| Cambridge Associates LLC /Ma/ | 0.48% | No change | 153,029 | $33.6M |
| Centaurus Financial, Inc. | 1.30% | Add +0.5% | 151,970 | $33.3M |
| Aptus Capital Advisors, LLC | 0.24% | Add +1.3% | 150,801 | $33.1M |
| Family Manage LLC | 3.43% | Reduce -4.0% | 149,085 | $32.7M |
| Dynasty Wealth Management, LLC | 0.24% | Reduce -4.0% | 147,265 | $32.3M |
| Parallel Advisors, LLC | 0.49% | Add +0.3% | 146,502 | $32.1M |
| Pinnacle Financial Partners, Inc. | 0.22% | Reduce -2.3% | 144,536 | $31.7M |
| Stratos Wealth Partners, LTD. | 0.32% | Add +2.6% | 141,795 | $31.1M |
| Farther Finance Advisors, LLC | 0.24% | Reduce -30.4% | 139,887 | $30.7M |
| Bitterroot Capital Advisors LLC | 18.44% | Add +0.0% | 139,525 | $30.6M |
| Lido Advisors, LLC | 0.11% | Add +3.0% | 138,778 | $30.5M |
| Heck Capital Advisors, LLC | 1.81% | Reduce -5.9% | 138,429 | $30.4M |
| BOK Financial Private Wealth, Inc. | 1.55% | Reduce -1.5% | 137,745 | $30.2M |
| Centerpoint Advisors, LLC | 8.36% | Add +0.7% | 134,229 | $29.5M |
| RVW Wealth, LLC | 1.91% | Add +0.3% | 131,903 | $28.9M |
| Bryn Mawr Trust Advisors, LLC | 1.25% | Reduce -8.3% | 130,969 | $28.7M |
| GW Henssler & Associates Ltd. | 1.28% | Add +0.4% | 130,902 | $28.7M |
| Choreo, LLC | 0.31% | Reduce -4.5% | 130,086 | $28.5M |
| Aventus Investment Advisors, Inc. | 20.58% | Add +1.7% | 128,034 | $28.1M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -52.6% | 125,485 | $27.5M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -87.8% | 124,359 | $27.3M |
| Fifth Third Bancorp | 0.04% | Reduce -10.1% | 124,053 | $27.2M |
| Client First Capital LLC | 10.92% | Add +0.0% | 123,309 | $27.1M |
| Waverly Advisors, LLC | 0.16% | Reduce -8.5% | 122,910 | $27.0M |
| Liberty Wealth Management LLC | 3.35% | No change | 139,989 | $26.9M |
| Tanglewood Wealth Management, Inc. | 2.24% | Reduce -0.6% | 120,139 | $26.4M |
| Summit Wealth Partners, LLC | 3.71% | Reduce -5.0% | 118,591 | $26.0M |
| IHT Wealth Management, LLC | 0.55% | Reduce -43.0% | 118,519 | $26.0M |
| Betterment LLC | 0.04% | Add +14.7% | 118,205 | $25.9M |
| Cahill Financial Advisors Inc. | 2.47% | Add +1.8% | 117,276 | $25.7M |
| Meridian Wealth Partners, LLC | 3.05% | Add +1.4% | 115,000 | $25.2M |
| Financial Partners Group, Inc | 2.50% | Add +4.5% | 112,092 | $24.6M |
| McMorgan & Co. LLC | 3.69% | Reduce -4.3% | 111,785 | $24.5M |
| 360 Financial, Inc. | 6.22% | Add +1.6% | 111,598 | $24.5M |
| Jefferies Financial Group Inc. | 0.23% | Add +9.1% | 110,372 | $24.2M |
| Regatta Capital Group, LLC | 3.25% | Add +2.1% | 110,194 | $24.2M |
| Arax Advisory Partners | 0.16% | Add +102.6% | 110,053 | $24.1M |
| Two Sigma Investments, LP | 0.02% | Add +20.3% | 109,800 | $24.1M |
| Ameritas Advisory Services, LLC | 0.48% | Add +2.3% | 109,152 | $24.0M |
| NewEdge Wealth, LLC | 0.24% | Reduce -5.5% | 109,096 | $23.9M |
| Kestra Private Wealth Services, LLC | 0.26% | Add +8.0% | 108,440 | $23.8M |
| Tobias Financial Advisors, Inc. | 2.98% | Add +1.0% | 106,768 | $23.4M |
| Cardinal Strategic Wealth Guidance | 5.29% | Reduce -31.8% | 106,281 | $23.3M |
| Strategic Point Investment Advisors, LLC | 3.03% | Add +1.4% | 105,850 | $23.2M |
| Focus Partners Advisor Solutions, LLC | 0.19% | Reduce -1.9% | 103,930 | $22.8M |
| Citadel Advisors | 0.01% | Add +7.7% | 103,867 | $22.8M |
| Stephens Inc. | 0.25% | Reduce -0.2% | 102,338 | $22.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -3.8% | 101,261 | $22.2M |
| Legacy Edge Advisors, LLC | 2.03% | Reduce -0.0% | 100,803 | $22.1M |
| Principal Securities, Inc. | 0.27% | Reduce -9.1% | 100,532 | $22.1M |
| Allworth Financial LP | 0.09% | Reduce -3.6% | 99,340 | $21.8M |
| Strategic Blueprint, LLC | 1.08% | Reduce -28.1% | 98,933 | $21.7M |
| Agf Management Ltd. | 0.08% | Reduce -17.1% | 98,490 | $21.6M |
| Weaver Consulting Group | 4.33% | Reduce -1.9% | 96,291 | $21.1M |
| AQR Capital Management | 0.01% | Add +35.4% | 95,782 | $21.0M |
| TRB Wealth Management, LLC | 2.79% | Reduce -7.6% | 95,651 | $21.0M |
| HUB Investment Partners, LLC | 0.38% | Add +9.2% | 93,668 | $20.6M |
| UMB Bank, n.a. | 0.26% | Reduce -24.8% | 93,041 | $20.4M |
| Van Hulzen Asset Management, LLC | 1.45% | Reduce -9.7% | 92,649 | $20.3M |
| Tudor Investment Corporation | 0.08% | Add +68.4% | 92,491 | $20.3M |
| Fort Washington Investment Advisors Inc. | 0.10% | Reduce -6.9% | 91,967 | $20.2M |
| Ashton Thomas Private Wealth, LLC | 0.42% | Reduce -16.0% | 91,877 | $20.2M |
| Vise Technologies, Inc. | 0.23% | Add +59.4% | 91,638 | $20.1M |
| Quantinno Capital Management LP | 0.02% | Add +22.8% | 91,621 | $20.1M |
| Elevated Financial Group LLC | 5.61% | Add +9.0% | 90,588 | $19.9M |
| Cabot Wealth Management Inc. | 2.02% | Add +63.3% | 90,297 | $19.8M |
| Center for Financial Planning, Inc. | 1.84% | Reduce -0.8% | 89,819 | $19.7M |
| Gladstone Institutional Advisory LLC | 0.61% | Add +5.7% | 87,335 | $19.2M |
| Advus Financial Partners, LLC | 4.21% | Reduce -5.7% | 84,615 | $18.6M |
| Shufro Rose & Co. LLC | 1.06% | Add +2.6% | 84,337 | $18.5M |
| AdvisorShares Investments LLC | 2.19% | Reduce -77.4% | 82,792 | $18.2M |
| Trinity Wealth Management, LLC | 5.76% | Reduce -10.4% | 82,694 | $18.1M |
| Well Done, LLC | 2.42% | Reduce -0.8% | 81,845 | $18.0M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -2.6% | 81,119 | $17.8M |
| MB Generational Wealth, LLC | 8.69% | Reduce -1.0% | 80,754 | $17.7M |
| Lutz Financial Services LLC | 1.08% | Reduce -0.3% | 80,645 | $17.7M |
| J. Mark Nickell & Co. | 14.03% | Add +3.7% | 80,184 | $17.6M |
| Fragasso Financial Advisors Inc | 0.94% | Reduce -22.2% | 79,805 | $17.5M |
| Journey Advisory Group, LLC | 1.33% | Reduce -1.1% | 79,363 | $17.4M |
| Prosperity Consulting Group, LLC | 0.66% | Reduce -70.2% | 78,907 | $17.3M |
| Sharkey, Howes & Javer | 2.06% | Reduce -59.1% | 77,801 | $17.1M |
| Wealth Quarterback LLC | 5.14% | Add +7.0% | 75,806 | $16.6M |
| Bank of Montreal | 0.01% | Reduce -1.2% | 74,464 | $16.3M |
| Apella Capital, LLC | 0.23% | Reduce -3.1% | 74,877 | $16.3M |
| Kraft, Davis & Associates, LLC | 3.39% | Add +2.0% | 74,726 | $16.2M |
| AE Wealth Management LLC | 0.07% | Reduce -75.7% | 73,287 | $16.1M |
| Wood Tarver Financial Group, LLC | 3.76% | Add +3.4% | 72,612 | $15.9M |
| Bell Investment Advisors, Inc | 2.34% | Reduce -10.5% | 72,583 | $15.9M |
| Sagespring Wealth Partners, LLC | 0.24% | Add +0.6% | 72,577 | $15.9M |
| Motive Wealth Advisors | 6.52% | Add +1.0% | 72,291 | $15.9M |
| Caprock Group, LLC | 0.30% | Add +1.9% | 70,699 | $15.5M |
| Element Pointe Advisors, LLC | 2.50% | Reduce -9.8% | 70,691 | $15.5M |
| O'shaughnessy Asset Management, LLC | 0.07% | Reduce -1.0% | 70,180 | $15.4M |
| IFG Advisory, LLC | 0.54% | New | 69,991 | $15.4M |
| Susquehanna International Group, LLP | 0.01% | Add +19.0% | 69,240 | $15.2M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -42.6% | 67,527 | $14.8M |
| Vident Advisory, LLC | 0.11% | Add +15.4% | 67,153 | $14.7M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -37.3% | 64,896 | $14.2M |
| Garrett Wealth Advisory Group, LLC | 2.18% | Reduce -0.9% | 64,522 | $14.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 3.98% | Reduce -29.9% | 63,933 | $14.0M |
| Keebeck Wealth Management | 1.37% | Reduce -29.4% | 63,818 | $14.0M |
| Mayflower Financial Advisors, LLC | 1.16% | Reduce -27.9% | 61,337 | $13.5M |
| First American Trust, FSB | 0.81% | Add +11.4% | 60,948 | $13.4M |
| Brookstone Capital Management | 0.13% | Reduce -38.6% | 60,802 | $13.3M |
| Arq Wealth Advisors, LLC | 1.64% | Add +20.4% | 60,788 | $13.2M |
| Perigon Wealth Management, LLC | 0.21% | Reduce -55.2% | 60,104 | $13.2M |
| GSG Advisors LLC | 2.90% | Reduce -0.8% | 59,985 | $13.2M |
| StrongBox Wealth, LLC | 3.66% | Add +2.1% | 58,556 | $12.8M |
| Capital Investment Advisory Services, LLC | 0.78% | Add +0.0% | 57,843 | $12.7M |
| Sovran Advisors, LLC | 0.93% | Reduce -21.9% | 57,830 | $12.5M |
| Asset Advisors Investment Management, LLC | 1.14% | Add +0.9% | 56,836 | $12.5M |
| Hughes Financial Services, LLC | 1.65% | Reduce -3.6% | 56,740 | $12.5M |
| ERn Financial, LLC | 2.06% | Reduce -0.6% | 56,629 | $12.4M |
| Summit Financial, LLC | 0.14% | Add +2.5% | 56,568 | $12.4M |
| Tennessee Valley Asset Management Partners | 1.37% | Add +0.9% | 56,546 | $12.4M |
| Intelligence Driven Advisers, LLC | 2.00% | Reduce -1.9% | 56,015 | $12.3M |
| Tme Financial, Inc. | 7.56% | Add +142.5% | 55,817 | $12.2M |
| Balentine LLC | 0.43% | Add +0.4% | 55,711 | $12.2M |
| Forthright Family Wealth Advisory LLC | 6.90% | Reduce -8.2% | 55,610 | $12.2M |
| Icon Wealth Advisors, LLC | 0.73% | Reduce -64.3% | 55,365 | $12.1M |
| Trilogy Capital Inc. | 0.47% | Reduce -1.5% | 55,269 | $12.1M |
| Dorsey & Whitney Trust CO LLC | 0.59% | Reduce -0.2% | 55,205 | $12.1M |
| Global Retirement Partners, LLC | 0.18% | — | 54,878 | $12.0M |
| Atria Investments, Inc | 0.12% | Reduce -72.5% | 54,355 | $11.9M |
| Focus Financial Network, Inc. | 0.37% | Reduce -30.3% | 54,255 | $11.9M |
| Jacobi Capital Management LLC | 0.58% | Add +1.7% | 53,875 | $11.8M |
| Montecito Bank & Trust | 1.77% | Reduce -5.6% | 53,781 | $11.8M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +2.9% | 53,676 | $11.8M |
| National Bank of Canada | 0.01% | Add +25.1% | 53,420 | $11.7M |
| Snowden Capital Advisors LLC | 0.27% | Add +22.3% | 52,603 | $11.5M |
| MRA Advisory Group | 4.17% | Add +2.5% | 52,400 | $11.5M |
| Perennial Investment Advisors, LLC | 0.76% | Reduce -2.1% | 52,117 | $11.4M |
| Nuveen, LLC | 0.00% | Add +39.5% | 59,214 | $11.4M |
| Clear Wave Wealth Management LLC | 2.52% | Add +2.5% | 51,591 | $11.3M |
| IFP Advisors, Inc | 0.20% | Reduce -15.4% | 51,558 | $11.3M |
| Addison Capital Co | 1.85% | Add +3.1% | 51,478 | $11.3M |
| River's Edge Wealth Management, LLC | 9.94% | Add +2.9% | 51,391 | $11.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 51,171 | $11.2M |
| Flagship Private Wealth, LLC | 3.97% | Add +3.2% | 51,134 | $11.2M |
| MAI Capital Management | 0.04% | Add +4.3% | 50,622 | $11.1M |
| Blue Edge Capital, LLC | 1.33% | Add +0.1% | 50,304 | $11.0M |
| Forte Asset Management LLC | 4.50% | Add +0.8% | 50,222 | $11.0M |
| Scissortail Wealth Management, LLC | 2.10% | Reduce -24.9% | 49,769 | $10.9M |
| Meitav Investment House Ltd. | 0.07% | Reduce -7.1% | 49,724 | $10.9M |
| 5T Wealth, LLC | 4.01% | Reduce -16.5% | 49,025 | $10.8M |
| Financial Life Advisors | 3.01% | Reduce -2.4% | 48,200 | $10.6M |
| Jmac Enterprises LLC | 1.77% | Reduce -33.5% | 47,996 | $10.5M |
| Csenge Advisory Group | 0.43% | Reduce -20.7% | 47,994 | $10.5M |
| Insigneo Advisory Services, LLC | 0.39% | Add +105.9% | 47,889 | $10.5M |
| Sculati Wealth Management, LLC | 3.49% | Add +3.3% | 47,970 | $10.5M |
| SVB Wealth LLC | 0.65% | Reduce -1.2% | 47,183 | $10.4M |
| Legacy Advisory Services, LLC | 7.29% | Add +5.5% | 47,174 | $10.4M |
| PMG Wealth Management, Inc. | 6.35% | Add +1.8% | 46,796 | $10.3M |
| Highview Capital Management LLC | 2.94% | Reduce -0.0% | 46,603 | $10.2M |
| Client 1ST Advisory Group, LLC | 2.74% | Add +5.5% | 46,504 | $10.2M |
| BOS Asset Management, LLC | 2.37% | Add +2.9% | 46,419 | $10.2M |
| Shepherd Financial Partners LLC | 0.83% | Reduce -63.9% | 45,966 | $10.1M |
| First Foundation Advisors | 0.36% | Reduce -7.2% | 45,755 | $10.0M |
| Ullmann Wealth Partners Group, LLC | 0.91% | Reduce -0.6% | 45,737 | $10.0M |
| Nest Investments, LLC | 7.56% | Add +3.4% | 45,332 | $9.9M |
| Kickstand Ventures, Llc. | 1.79% | Reduce -26.4% | 44,958 | $9.9M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.23% | Reduce -10.2% | 44,935 | $9.9M |
| One Wealth Advisors, LLC | 1.09% | Reduce -52.2% | 44,858 | $9.8M |
| Sigma Planning Corp | 0.25% | Reduce -9.0% | 44,442 | $9.8M |
| Geneva Partners, LLC | 2.55% | Reduce -1.4% | 43,631 | $9.6M |
| Frisch Financial Group, Inc. | 1.64% | Reduce -26.8% | 43,489 | $9.5M |
| Stonehearth Capital Management, LLC | 3.25% | Reduce -3.1% | 43,415 | $9.5M |
| Mgo One Seven LLC | 0.16% | Reduce -64.3% | 43,414 | $9.5M |
| West Wealth Group, LLC | 1.54% | Add +8.5% | 43,011 | $9.4M |
| Premier Path Wealth Partners, LLC | 1.07% | Reduce -9.2% | 42,309 | $9.3M |
| Financial Enhancement Group LLC | 1.11% | Add +0.7% | 42,270 | $9.3M |
| Bank of Nova Scotia | 0.01% | Reduce -19.0% | 41,824 | $9.2M |
| Truist Financial Corp. | 0.01% | Reduce -74.7% | 41,610 | $9.1M |
| Renaissance Technologies | 0.01% | New | 41,400 | $9.1M |
| Three Magnolias Financial Advisors, LLC | 5.02% | Reduce -16.1% | 41,077 | $9.0M |
| SteelPeak Wealth, LLC | 0.24% | Reduce -59.8% | 40,941 | $9.0M |
| J.W. Cole Advisors, Inc. | 0.15% | Reduce -10.1% | 40,925 | $9.0M |
| Beacon Advisors Holdings, LLC | 4.38% | Reduce -1.9% | 40,818 | $9.0M |
| Connable Office Inc. | 0.78% | Reduce -7.0% | 40,433 | $8.9M |
| Natixis Advisors, LLC | 0.01% | Add +40.2% | 39,593 | $8.7M |
| Pettinga Financial Advisors LLC | 1.39% | Reduce -50.7% | 39,570 | $8.7M |
| Skyline Advisors, Inc. | 2.71% | Reduce -49.5% | 39,301 | $8.6M |
| Capital Advantage, Inc. | 1.05% | Add +2.9% | 39,205 | $8.6M |
| Performa Ltd (US), LLC | 1.39% | Add +1.6% | 39,117 | $8.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +11.4% | 39,000 | $8.6M |
| Cypress Wealth Services, LLC | 1.05% | Reduce -50.8% | 38,773 | $8.5M |
| Western Wealth Management, LLC | 0.28% | Reduce -8.3% | 38,747 | $8.5M |
| HSBC Holdings PLC | 0.00% | No change | 38,665 | $8.5M |
| Guardian Wealth Advisors, LLC / NC | 0.48% | Add +1.6% | 38,609 | $8.5M |
| Syntax Research, Inc. | 6.13% | Add +347.0% | 38,180 | $8.4M |
| Capital Investment Advisors, LLC | 0.11% | Add +6.2% | 38,110 | $8.4M |
| Detalus Advisors, LLC | 1.62% | Reduce -55.9% | 37,807 | $8.3M |
| Peddock Capital Advisors, LLC | 1.65% | Add +3.3% | 37,775 | $8.3M |
| CoreCap Advisors, LLC | 0.24% | Reduce -18.8% | 37,240 | $8.2M |
| World Investment Advisors | 0.14% | Reduce -35.4% | 42,009 | $8.2M |
| Spire Wealth Management | 0.25% | Reduce -13.8% | 37,021 | $8.1M |
| Savvy Advisors, Inc. | 0.17% | Add +12.9% | 36,930 | $8.1M |
| Green Ridge Wealth Planning LLC | 3.28% | Reduce -14.4% | 35,505 | $7.8M |
| Marino, Stram & Associates LLC | 1.24% | Add +1.9% | 35,333 | $7.8M |
| Fidelis Capital Partners, LLC | 0.45% | Add +5.1% | 35,280 | $7.7M |
| Independent Financial Group, LLC | 0.14% | Reduce -33.9% | 35,194 | $7.7M |
| Mutual Advisors, LLC | 0.15% | Reduce -11.9% | 35,088 | $7.7M |
| Diversify Advisory Services, LLC | 0.13% | New | 35,316 | $7.7M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -49.1% | 35,316 | $7.7M |
| Interactive Financial Advisors, Inc. | 4.66% | Add +1.6% | 35,355 | $7.6M |
| Summit Trail Advisors, LLC | 0.10% | Reduce -2.0% | 34,634 | $7.6M |
| Golden State Wealth Management, LLC | 0.68% | Reduce -10.6% | 34,207 | $7.5M |
| Maia Wealth LLC | 1.11% | Reduce -10.3% | 34,182 | $7.5M |
| Brown Advisory Inc. | 0.01% | Reduce -27.1% | 33,454 | $7.3M |
| Symphony Financial, Ltd. Co. | 0.80% | Add +0.7% | 33,629 | $7.3M |
| Vista Investment Management | 2.21% | Reduce -0.6% | 33,410 | $7.3M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -9.5% | 33,144 | $7.3M |
| Beacon Financial Planning, Inc. | 2.45% | Reduce -0.5% | 32,870 | $7.2M |
| Leavell Investment Management, Inc. | 0.26% | Reduce -2.4% | 32,866 | $7.2M |
| Shum Financial Group, Inc. | 4.28% | Add +5.8% | 32,369 | $7.1M |
| Cora Capital Advisors LLC | 1.98% | Reduce -0.7% | 32,157 | $7.1M |
| Keystone Financial Group | 0.42% | Add +8.9% | 32,065 | $7.0M |
| Horst & Graben Wealth Management LLC | 0.91% | Reduce -72.3% | 31,755 | $7.0M |
| Blair William & Co. | 0.02% | Add +8.0% | 31,574 | $6.9M |
| Ironsides Asset Advisors, LLC | 1.61% | Reduce -2.7% | 31,373 | $6.9M |
| Bison Wealth, LLC | 0.63% | Add +1.8% | 31,467 | $6.9M |
| Old National Bancorp | 0.14% | Reduce -7.8% | 30,979 | $6.8M |
| EP Wealth Advisors, LLC | 0.03% | Add +2.6% | 30,952 | $6.8M |
| Advisory Services Network, LLC | 0.08% | Reduce -12.2% | 30,647 | $6.7M |
| Trust Co | 0.61% | Reduce -0.7% | 30,629 | $6.7M |
| American Money Management, LLC | 0.96% | Add +3.1% | 30,588 | $6.7M |
| 10Elms LLP | 3.00% | Add +61.2% | 30,491 | $6.7M |
| Compound Planning, Inc. | 0.17% | Reduce -13.4% | 30,445 | $6.7M |
| Arkadios Wealth Advisors | 0.10% | Reduce -10.3% | 30,444 | $6.7M |
| Yoder Wealth Management, Inc. | 2.59% | Reduce -4.7% | 30,519 | $6.6M |
| Flywheel Private Wealth LLC | 3.25% | Add +3.1% | 30,071 | $6.6M |
| CGN Advisors LLC | 0.48% | Reduce -54.9% | 30,058 | $6.6M |
| Breakwater Capital Group | 0.79% | Add +2.1% | 29,944 | $6.6M |
| Formidable Asset Management, LLC | 1.04% | Reduce -5.2% | 33,986 | $6.5M |
| Inscription Capital, LLC | 0.57% | Add +0.0% | 29,300 | $6.4M |
| Sheridan Capital Management, LLC | 3.08% | Reduce -1.5% | 29,154 | $6.4M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -82.6% | 28,528 | $6.3M |
| Summa Corp. | 1.95% | No change | 28,300 | $6.2M |
| Avant Capital LLC | 3.89% | Reduce -2.5% | 28,266 | $6.2M |
| Leslie Global Wealth, LLC | 2.41% | Add +0.0% | 28,176 | $6.2M |
| Apollon Financial, LLC | 0.73% | Reduce -1.4% | 28,095 | $6.2M |
| KM Capital Management Ltd. | 2.89% | No change | 28,057 | $6.2M |
| Forteris Wealth Management Inc. | 5.02% | Add +11.8% | 27,953 | $6.1M |
| CFS Investment Advisory Services, LLC | 0.41% | Reduce -68.2% | 28,058 | $6.1M |
| Intrust Bank NA | 0.45% | Reduce -5.4% | 27,755 | $6.1M |
| Kilter Group LLC | 2.20% | Reduce -47.5% | 27,639 | $6.1M |
| Etesian Wealth Advisors, Inc. | 1.78% | Add +43.3% | 27,426 | $6.0M |
| Partners Capital Investment Group, LLP | 0.21% | Reduce -4.4% | 27,341 | $6.0M |
| Cornerstone Advisors Asset Management, LLC | 0.78% | Add +2.8% | 27,322 | $6.0M |
| Scarborough Advisors, LLC | 0.68% | Reduce -78.8% | 27,460 | $6.0M |
| Rossby Financial, LCC | 1.09% | Add +0.2% | 27,069 | $5.9M |
| Paller Financial Services Inc | 4.43% | Reduce -7.9% | 26,994 | $5.9M |
| Delos Wealth Advisors, LLC | 3.03% | Add +3.2% | 26,878 | $5.9M |
| Titleist Asset Management, LLC | 0.40% | Add +15.7% | 26,724 | $5.9M |
| BIP Wealth, LLC | 0.17% | Add +1799.9% | 26,656 | $5.8M |
| Moment Partners, LLC | 1.05% | Reduce -52.0% | 26,633 | $5.8M |
| Warner Financial, Inc. | 1.71% | Add +2.8% | 26,457 | $5.8M |
| Trek Financial, LLC | 0.29% | Reduce -62.0% | 26,325 | $5.8M |
| Stanich Group LLC | 3.63% | Add +12.4% | 26,284 | $5.8M |
| Tempo Wealth, LLC | 0.85% | Reduce -0.6% | 26,221 | $5.8M |
| Centurion Wealth Management LLC | 1.37% | Reduce -18.1% | 26,069 | $5.7M |
| First Citizens Financial Corp | 2.36% | Add +11.3% | 25,763 | $5.7M |
| Assetmark, Inc. | 0.01% | Reduce -51.9% | 25,731 | $5.6M |
| Fortis Capital Management LLC | 0.63% | Add +0.2% | 25,597 | $5.6M |
| BCGM Wealth Management, LLC | 1.18% | Reduce -52.8% | 25,332 | $5.6M |
| National Philanthropic Trust | 0.08% | Add +605.8% | 25,309 | $5.6M |
| TSA Wealth Managment LLC | 1.55% | Reduce -54.3% | 25,045 | $5.5M |
| Apeiron RIA LLC | 1.41% | Reduce -51.8% | 25,013 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | Add +36.4% | 24,951 | $5.5M |
| Gambit Capital Management, LLC | 3.19% | Add +14.6% | 24,934 | $5.5M |
| SageView Advisory Group, LLC | 0.18% | Reduce -0.3% | 24,931 | $5.5M |
| Tacita Capital Inc | 2.96% | Reduce -0.3% | 24,861 | $5.5M |
| HMV Wealth Advisors, LLC | 2.12% | Reduce -1.5% | 24,800 | $5.4M |
| Tradition Wealth Management, LLC | 0.33% | Reduce -37.9% | 24,569 | $5.4M |
| Custos Family Office, LLC | 3.20% | Reduce -0.2% | 24,257 | $5.3M |
| Sound Financial Strategies Group, LLC | 3.37% | Add +0.6% | 24,169 | $5.3M |
| Lincoln Capital Corp. | 1.72% | Add +0.6% | 24,143 | $5.3M |
| Inspire Advisors, LLC | 0.37% | Add +8.8% | 24,100 | $5.3M |
| William John Sempolinski | 2.13% | Add +23.3% | 24,008 | $5.3M |
| Ascent Group, LLC | 0.16% | Reduce -80.0% | 23,987 | $5.3M |
| Noble Wealth Partners LLC | 4.54% | — | 23,812 | $5.2M |
| OMNI 360 Wealth, Inc. | 2.41% | Reduce -5.4% | 23,756 | $5.2M |
| Aries Wealth Management | 1.02% | Reduce -0.4% | 23,584 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.20% | Reduce -2.0% | 23,517 | $5.2M |
| Hudson Oak Wealth Advisory LLC | 3.93% | Reduce -1.3% | 23,235 | $5.1M |
| Annex Advisory Services, LLC | 0.09% | Reduce -34.5% | 23,226 | $5.1M |
| TCI Wealth Advisors, Inc. | 0.22% | Reduce -0.2% | 23,210 | $5.1M |
| Security Financial Services, INC. | 0.70% | Reduce -34.0% | 23,080 | $5.1M |
| Hoese & Co LLP | 3.29% | Reduce -16.2% | 23,053 | $5.1M |
| Eastern Bank | 0.08% | Reduce -37.2% | 22,784 | $5.0M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +3.2% | 22,662 | $5.0M |
| Founders Financial Alliance, LLC | 0.65% | Add +1395.5% | 22,432 | $4.9M |
| Prospera Financial Services Inc | 0.07% | Add +6.4% | 22,339 | $4.9M |
| Emissary Wealth LLC | 3.72% | Reduce -45.0% | 22,229 | $4.9M |
| Magnolia Capital Advisors LLC | 0.84% | Reduce -6.4% | 22,176 | $4.9M |
| Bridges Investment Management Inc. | 0.06% | Add +0.5% | 22,116 | $4.9M |
| Resolute Wealth Advisor, Inc. | 2.76% | No change | 25,266 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +105.1% | 21,712 | $4.8M |
| Market Street Wealth Management Advisors LLC | 0.68% | Reduce -0.8% | 21,658 | $4.8M |
| HB Wealth Management, LLC | 0.03% | Add +20.7% | 21,552 | $4.7M |
| Manning & Napier Advisors LLC | 0.06% | Add +31.6% | 21,402 | $4.7M |
| Sollinda Capital Management LLC | 0.99% | Add +5.2% | 21,101 | $4.6M |
| Bulltick Wealth Management, LLC | 0.93% | Add +0.9% | 20,819 | $4.6M |
| Avestar Capital, LLC | 0.27% | Reduce -1.9% | 20,801 | $4.6M |
| Astoria Portfolio Advisors LLC. | 0.77% | Reduce -0.1% | 20,791 | $4.6M |
| Sherman Wealth Management LLC | 3.42% | Add +0.3% | 20,726 | $4.5M |
| Nwam LLC | 0.23% | Add +85.8% | 20,702 | $4.5M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -1.0% | 20,618 | $4.5M |
| Rollins Financial Advisors, LLC | 0.59% | Reduce -13.6% | 20,528 | $4.5M |
| Mission Wealth Management, LP | 0.06% | Add +50.4% | 20,448 | $4.5M |
| CFM Wealth Partners LLC | 0.57% | Reduce -0.9% | 20,288 | $4.5M |
| Woodmont Investment Counsel LLC | 0.24% | Reduce -0.2% | 20,077 | $4.4M |
| Fluent Financial, LLC | 1.57% | Add +1.7% | 20,075 | $4.4M |
| Tiaa Trust, National Association | 0.26% | Reduce -22.7% | 20,029 | $4.4M |
| Claro Advisors Inc. | 0.45% | Reduce -56.8% | 19,686 | $4.3M |
| Founders Financial Securities LLC | 0.22% | Add +4.6% | 19,502 | $4.3M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +11.4% | 19,431 | $4.3M |
| Triumph Capital Management | 0.77% | Reduce -9.4% | 19,290 | $4.2M |
| Buttonwood Financial Group, LLC | 2.42% | Reduce -1.3% | 19,285 | $4.2M |
| Stonebrook Private Inc. | 0.77% | Reduce -71.9% | 19,152 | $4.2M |
| Farrell Financial LLC | 2.27% | Reduce -3.4% | 19,125 | $4.2M |
| J.E. Simmons & Co., P.C. | 2.36% | Reduce -0.6% | 19,093 | $4.2M |
| HighPoint Advisor Group LLC | 0.15% | Add +4.8% | 18,996 | $4.2M |
| RFG Advisory, LLC | 0.06% | Reduce -41.8% | 18,881 | $4.1M |
| Simon Quick Advisors, LLC | 0.17% | Reduce -0.7% | 18,833 | $4.1M |
| QRG Capital Management, Inc. | 0.03% | Add +14.9% | 18,778 | $4.1M |
| JPL Wealth Management, LLC | 0.81% | Reduce -1.4% | 18,649 | $4.1M |
| Macroview Investment Management LLC | 2.54% | Add +2.7% | 18,605 | $4.1M |
| Concorde Asset Management, LLC | 2.35% | Reduce -6.0% | 18,482 | $4.1M |
| Clear Creek Financial Management, LLC | 0.26% | Reduce -6.5% | 18,385 | $4.0M |
| Crestwood Advisors Group, LLC | 0.06% | Add +5.6% | 18,301 | $4.0M |
| Regal Investment Advisors LLC | 0.21% | Reduce -65.0% | 18,055 | $4.0M |
| SimpliFi, Inc. | 1.57% | Add +0.5% | 18,055 | $4.0M |
| Integrity Alliance, Llc. | 0.12% | Reduce -78.4% | 18,020 | $4.0M |
| Bedel Financial Consulting, Inc. | 0.38% | Add +0.0% | 17,903 | $3.9M |
| Kovack Advisors, Inc. | 0.19% | Reduce -69.6% | 17,872 | $3.9M |
| Mayfair Advisory Group, LLC | 1.18% | Reduce -3.1% | 18,067 | $3.9M |
| Worth Financial Advisory Group, LLC | 1.62% | New | 17,694 | $3.9M |
| Clarendon Private LLC | 2.49% | Add +5.8% | 17,651 | $3.9M |
| Global Wealth Strategies & Associates | 0.73% | Reduce -14.4% | 17,641 | $3.9M |
| Brighton Jones LLC | 0.07% | Add +8.2% | 17,639 | $3.9M |
| GTS Securities LLC | 0.08% | Reduce -75.0% | 17,554 | $3.9M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -4.0% | 17,803 | $3.8M |
| OpenArc Corporate Advisory, LLC | 0.05% | Add +16.9% | 17,513 | $3.8M |
| Tortoise Investment Management, LLC | 0.28% | Reduce -2.7% | 17,324 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -14.2% | 17,155 | $3.8M |
| Carnegie Investment Counsel | 0.08% | Reduce -8.4% | 17,101 | $3.8M |
| NorthRock Partners, LLC | 0.05% | Reduce -2.8% | 17,088 | $3.7M |
| Ethos Financial Group, LLC | 0.25% | Reduce -2.4% | 17,358 | $3.7M |
| Robinson Smith Wealth Advisors LLC | 2.21% | Reduce -0.6% | 16,811 | $3.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -17.1% | 16,732 | $3.7M |
| Ieq Capital, LLC | 0.02% | Reduce -11.6% | 16,623 | $3.6M |
| Beacon Financial Advisory LLC | 0.72% | Reduce -13.7% | 16,561 | $3.6M |
| Maimon Wealth Management LTD. | 2.78% | Add +7.9% | 16,472 | $3.6M |
| JB Capital LLC | 0.13% | Reduce -95.6% | 16,462 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.28% | Add +7.5% | 16,329 | $3.6M |
| Crescent Grove Advisors, LLC | 0.30% | Add +2.1% | 16,292 | $3.6M |
| Transcend Capital Advisors, LLC | 0.24% | Reduce -4.5% | 16,265 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.09% | Add +157.4% | 16,232 | $3.6M |
| Investor's Fiduciary Advisor Network, LLC | 1.21% | Reduce -27.5% | 16,220 | $3.6M |
| Marks Group Wealth Management, Inc | 0.31% | Reduce -3.1% | 16,219 | $3.6M |
| Dakota Wealth Management | 0.07% | Reduce -2.9% | 16,168 | $3.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.36% | Reduce -71.1% | 15,904 | $3.5M |
| Tyche Wealth Partners LLC | 0.49% | Reduce -19.4% | 15,837 | $3.5M |
| Mesirow Financial Investment Management, Inc. | 0.05% | Reduce -3.8% | 15,753 | $3.5M |
| Private Trust Co. NA | 0.28% | Reduce -21.4% | 15,717 | $3.4M |
| GeoWealth Management, LLC | 0.11% | Reduce -12.9% | 15,695 | $3.4M |
| Alta Wealth Advisors LLC | 0.93% | Add +3.5% | 15,586 | $3.4M |
| Banco Santander, S.A. | 0.02% | Reduce -13.3% | 15,551 | $3.4M |
| Keystone Wealth Services, LLC | 0.63% | Reduce -1.3% | 15,525 | $3.4M |
| MorganRosel Wealth Management, LLC | 1.15% | Add +10.2% | 15,496 | $3.4M |
| Tradewinds, LLC. | 0.76% | New | 89,609 | $3.4M |
| Acorn Wealth Advisors, LLC | 0.82% | Reduce -3.2% | 15,283 | $3.4M |
| Rose Capital Advisors LLC | 1.79% | — | 15,236 | $3.3M |
| Ridgeline Wealth, LLC | 1.93% | Reduce -0.0% | 15,025 | $3.3M |
| Raab & Moskowitz Asset Management LLC | 0.66% | Add +22.6% | 14,953 | $3.3M |
| Carr Financial Group Corp | 0.75% | Add +0.7% | 14,929 | $3.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +63.3% | 14,921 | $3.3M |
| Greenleaf Trust | 0.03% | Add +7.5% | 14,913 | $3.3M |
| Fort Sheridan Advisors LLC | 0.35% | Add +11.0% | 14,597 | $3.2M |
| FFG Retirement Advisors LLC | 1.69% | Add +1.6% | 14,554 | $3.2M |
| Verus Capital Partners, LLC | 0.17% | Reduce -48.5% | 14,473 | $3.2M |
| Flputnam Investment Management Co. | 0.04% | Reduce -4.0% | 14,502 | $3.2M |
| Bessemer Group Inc. | 0.00% | Reduce -7.7% | 14,334 | $3.1M |
| AlTi Global, Inc. | 0.06% | Reduce -2.3% | 14,230 | $3.1M |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Reduce -99.5% | 14,048 | $3.1M |
| Physician Wealth Advisors, Inc. | 0.37% | Reduce -81.7% | 14,018 | $3.1M |
| Gotham Asset Management | 0.01% | Reduce -1.7% | 13,961 | $3.1M |
| Integrity Advisory Solutions, LLC | 0.31% | Reduce -25.8% | 13,931 | $3.1M |
| VestGen Advisors, LLC | 0.09% | Reduce -62.0% | 13,844 | $3.0M |
| Alpha Zero LLC | 1.15% | Reduce -0.5% | 13,725 | $3.0M |
| Freestone Capital Holdings, LLC | 0.08% | Add +1.1% | 13,785 | $3.0M |
| Smartleaf Asset Management LLC | 0.10% | No change | 13,880 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -40.2% | 13,704 | $3.0M |
| Waterloo Capital, L.P. | 0.17% | Reduce -6.0% | 13,686 | $3.0M |
| Interchange Capital Partners, LLC | 0.56% | Reduce -43.2% | 13,677 | $3.0M |
| Thrive Wealth Management, LLC | 0.38% | Reduce -1.6% | 13,626 | $3.0M |
| Watershed Private Wealth LLC | 0.83% | Reduce -69.3% | 13,464 | $3.0M |
| Keel Point, LLC | 0.17% | Add +0.2% | 13,423 | $2.9M |
| Providence First Trust Co | 0.82% | Reduce -4.9% | 13,361 | $2.9M |
| ADG Wealth Management Group, LLC | 1.85% | Add +0.5% | 13,292 | $2.9M |
| Provident Investment Management, Inc. | 0.28% | Reduce -7.2% | 13,265 | $2.9M |
| Steelhead Wealth Management LLC | 1.17% | Reduce -79.0% | 13,230 | $2.9M |
| WBH Advisory Inc. | 0.19% | Reduce -0.3% | 13,082 | $2.9M |
| Palladiem, LLC | 2.78% | Add +65.8% | 13,080 | $2.9M |
| Beacon Financial Group | 0.26% | Reduce -53.6% | 13,044 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Reduce -91.0% | 12,933 | $2.8M |
| LiftPoint Family Wealth Advisors LLC | 1.92% | Reduce -48.0% | 12,925 | $2.8M |
| Ehrlich Financial Group | 1.45% | Reduce -4.6% | 12,891 | $2.8M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -38.0% | 12,879 | $2.8M |
| Bestgate Wealth Advisors, LLC | 4.49% | Add +0.4% | 12,847 | $2.8M |
| ONE Advisory Partners, LLC | 0.77% | Reduce -78.3% | 12,819 | $2.8M |
| Ellis Investment Partners, LLC | 0.42% | Add +2.7% | 12,740 | $2.8M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -4.6% | 12,716 | $2.8M |
| Almanack Investment Partners, LLC. | 0.35% | Reduce -0.1% | 12,616 | $2.8M |
| Meridian Wealth Management, LLC | 0.09% | Add +0.5% | 12,599 | $2.8M |
| Private Client Services, LLC | 0.72% | Reduce -5.1% | 12,583 | $2.8M |
| Glen Eagle Advisors, LLC | 0.35% | Reduce -1.9% | 12,582 | $2.8M |
| Firethorn Wealth Partners, LLC | 0.89% | Reduce -44.4% | 12,523 | $2.7M |
| Advyzon Investment Management, LLC | 0.20% | Reduce -61.4% | 12,514 | $2.7M |
| Quadrant Private Wealth Management, LLC | 0.61% | Reduce -56.5% | 12,324 | $2.7M |
| Verdence Capital Advisors LLC | 0.14% | Add +2.9% | 12,226 | $2.7M |
| Hansen & Associates Financial Group, Inc. | 1.53% | Add +1.5% | 12,210 | $2.7M |
| Boreal Capital Management LLC | 2.29% | Reduce -18.1% | 12,136 | $2.7M |
| Polaris Investment Advisors, LLC | 1.70% | Reduce -39.6% | 12,109 | $2.7M |
| Delta Wealth Advisors LLC | 1.90% | Reduce -14.6% | 12,094 | $2.7M |
| Evergreen Capital Management LLC | 0.05% | Add +5.0% | 12,089 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | No change | 12,087 | $2.7M |
| Lantz Financial LLC | 0.49% | Reduce -52.9% | 12,085 | $2.7M |
| Jump Financial, LLC | 0.03% | Reduce -65.9% | 12,081 | $2.7M |
| Kastel Capital Advisors, LLC | 1.68% | Reduce -33.9% | 13,814 | $2.6M |
| Larch Capital Partners LLC | 0.38% | Add +0.8% | 12,030 | $2.6M |
| Planning Strategies Inc. | 1.65% | — | 12,000 | $2.6M |
| BigSur Wealth Management LLC | 0.63% | No change | 12,000 | $2.6M |
| BlackDiamond Wealth Management, LLC | 1.06% | Reduce -1.4% | 11,649 | $2.6M |
| Archer Investment Management, LLC | 0.90% | Reduce -65.3% | 11,974 | $2.6M |
| TFC Financial Management, Inc. | 0.29% | Add +2.7% | 11,869 | $2.6M |
| Crown Wealth Group, LLC | 0.66% | Reduce -76.8% | 11,775 | $2.6M |
| Brookwood Investment Group LLC | 0.30% | Reduce -26.3% | 11,698 | $2.6M |
| HORAN Wealth, LLC | 0.32% | Add +6.9% | 11,556 | $2.5M |
| Valmark Advisers, Inc. | 0.03% | Add +0.1% | 11,547 | $2.5M |
| GC Wealth Management RIA, LLC | 0.15% | Reduce -8.9% | 11,482 | $2.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.70% | No change | 11,447 | $2.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.28% | Reduce -1.2% | 11,382 | $2.5M |
| Insight Inv LLC | 1.18% | Add +8.3% | 11,364 | $2.5M |
| Goldstein Advisors, LLC | 0.23% | Reduce -91.3% | 11,343 | $2.5M |
| Elevated Capital Advisors, LLC | 0.68% | Add +8.0% | 11,302 | $2.5M |
| Awm Capital, LLC | 0.20% | Reduce -0.1% | 11,268 | $2.5M |
| Patten & Patten Inc. | 0.13% | No change | 11,157 | $2.4M |
| Boyum Wealth Architects LLC | 0.97% | Reduce -1.1% | 11,143 | $2.4M |
| Clear Harbor Asset Management, LLC | 0.15% | Add +9.9% | 11,060 | $2.4M |
| Burton Enright Welch | 0.28% | Add +0.1% | 11,028 | $2.4M |
| CGC Financial Services, LLC | 0.54% | Add +37.4% | 11,002 | $2.4M |
| Henshaw Capital LLC | 0.08% | No change | 11,000 | $2.4M |
| YHB Investment Advisors, Inc. | 0.15% | Add +1.2% | 10,933 | $2.4M |
| WT Wealth Management | 0.66% | Add +40.4% | 10,931 | $2.4M |
| RMR Capital Management, LLC | 1.65% | Add +2.3% | 10,920 | $2.4M |
| PFG Advisors | 0.12% | Reduce -72.1% | 10,863 | $2.4M |
| Wealthgarden F.S. LLC | 1.35% | Reduce -34.8% | 10,858 | $2.4M |
| Yukon Wealth Management, Inc. | 0.68% | Reduce -16.6% | 10,829 | $2.4M |
| J Hagan Capital, Inc. | 1.10% | Add +6.1% | 10,825 | $2.4M |
| Alterna Wealth Management, Inc. | 1.35% | Reduce -25.2% | 10,724 | $2.4M |
| Tranquility Partners, LLC | 0.80% | Reduce -2.8% | 10,648 | $2.3M |
| Commonwealth Retirement Investments LLC | 0.63% | Add +6.7% | 10,637 | $2.3M |
| StoneX Group Inc. | 0.09% | Add +279.7% | 10,688 | $2.3M |
| Cynosure Group, LLC | 0.35% | Reduce -48.0% | 10,528 | $2.3M |
| Alteri Wealth LLC | 0.64% | Reduce -1.1% | 10,500 | $2.3M |
| Vertex Planning Partners, LLC | 0.34% | Reduce -43.4% | 10,415 | $2.3M |
| Quent Capital, LLC | 0.14% | Reduce -3.5% | 10,408 | $2.3M |
| Kelly Financial Services LLC | 0.49% | Reduce -84.0% | 10,392 | $2.3M |
| Asempa Wealth Advisors | 1.73% | Reduce -0.0% | 10,344 | $2.3M |
| Advisory Solutions Group, LLC | 0.78% | — | 10,342 | $2.3M |
| Bartlett & Co. Wealth Management LLC | 0.03% | Reduce -1.0% | 10,269 | $2.3M |
| Level Financial Advisors | 0.50% | No change | 10,257 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.08% | Add +0.0% | 10,250 | $2.2M |
| Triad Wealth Partners, LLC | 0.13% | Reduce -9.0% | 10,112 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +43.4% | 10,201 | $2.2M |
| Purkiss Capital Advisors LLC | 0.85% | Add +3.2% | 10,197 | $2.2M |
| Moneco Advisors, LLC | 0.14% | Reduce -4.7% | 10,178 | $2.2M |
| Davis Wealth Advisors, LLC | 1.72% | Reduce -52.6% | 10,147 | $2.2M |
| Victory Financial Group, LLC | 0.23% | Reduce -6.7% | 10,011 | $2.2M |
| Shore Point Advisors, LLC | 0.75% | Add +2.8% | 10,007 | $2.2M |
| Northland Securities, Inc. | 1.28% | Reduce -2.2% | 10,001 | $2.2M |
| Wealth Alliance, LLC | 0.18% | Reduce -84.2% | 9,919 | $2.2M |
| Bailard, Inc. | 0.04% | Add +5.2% | 9,885 | $2.2M |
| Advisors Capital Management, LLC | 0.02% | Add +11.7% | 9,878 | $2.2M |
| Diversified Enterprises, LLC | 0.10% | Add +0.6% | 9,854 | $2.2M |
| Red Reef Advisors LLC | 1.99% | Reduce -0.5% | 9,852 | $2.2M |
| Uptick Partners, LLC | 0.33% | Reduce -6.1% | 9,703 | $2.1M |
| Braun-Bostich & Associates Inc. | 1.19% | Reduce -62.8% | 9,694 | $2.1M |
| Blue Zone Wealth Advisors, LLC | 0.37% | Add +84.1% | 9,683 | $2.1M |
| Gryphon Financial Partners LLC | 0.19% | Add +3.4% | 9,586 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Reduce -45.2% | 9,663 | $2.1M |
| Rothschild Wealth LLC | 0.17% | Reduce -78.9% | 9,555 | $2.1M |
| Essex Financial Services, Inc. | 0.10% | Reduce -2.7% | 9,511 | $2.1M |
| Brady Martz Wealth Solutions, LLC | 0.31% | Add +0.0% | 9,494 | $2.1M |
| LaSalle St. Investment Advisors, LLC | 0.25% | Add +47.4% | 9,453 | $2.1M |
| Midwestern Financial, LLC | 1.45% | Reduce -2.0% | 9,427 | $2.1M |
| Midwest Heritage Bank, FSB | 0.59% | No change | 9,408 | $2.1M |
| Maridea Wealth Management LLC | 0.22% | Add +49.9% | 9,351 | $2.1M |
| Portus Wealth Advisors, LLC | 1.69% | Reduce -0.0% | 9,337 | $2.0M |
| Abel Hall, LLC | 0.35% | Reduce -1.5% | 9,294 | $2.0M |
| ShoreHaven Wealth Partners, LLC | 0.64% | Reduce -75.6% | 9,268 | $2.0M |
| Davidson Kahn Capital Management, LLC | 0.87% | Add +63.8% | 9,183 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -44.2% | 9,219 | $2.0M |
| Selby Wealth Management, LLC | 0.72% | Reduce -0.4% | 9,199 | $2.0M |
| Wesbanco Bank Inc. | 0.05% | Reduce -8.1% | 9,159 | $2.0M |
| Venturi Wealth Management, LLC | 0.08% | Add +0.4% | 9,106 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Reduce -19.8% | 9,093 | $2.0M |
| GTS Financial, LLC | 1.44% | No change | 10,784 | $2.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 8,928 | $2.0M |
| WJ Wealth Management, LLC | 0.77% | Reduce -2.7% | 8,893 | $2.0M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -5.3% | 8,889 | $2.0M |
| KPP Advisory Services LLC | 0.25% | Reduce -20.4% | 8,870 | $1.9M |
| WealthShield Partners, LLC | 0.30% | Reduce -75.0% | 8,869 | $1.9M |
| Veltria Advisors Corp. | 5.97% | Add +123.4% | 8,864 | $1.9M |
| Bedminster, LLC | 1.66% | Reduce -64.3% | 8,835 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -33.3% | 8,795 | $1.9M |
| Retirement Planning Group, LLC | 0.05% | Add +4.9% | 8,744 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -18.6% | 8,721 | $1.9M |
| Marshall Wace, LLP | 0.00% | New | 8,630 | $1.9M |
| Shared Vision Wealth Group LLC | 0.65% | Reduce -60.8% | 8,583 | $1.9M |
| Foundry Financial Group, Inc. | 0.81% | Reduce -18.4% | 8,557 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.14% | Add +0.3% | 8,481 | $1.9M |
| Lifelong Wealth Advisors, Inc. | 0.44% | Reduce -69.0% | 8,464 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -3.4% | 8,457 | $1.9M |
| GFS Advisors, LLC | 0.20% | New | 575 | $1.9M |
| WealthPlan Investment Management, LLC | 0.09% | Reduce -12.1% | 8,409 | $1.8M |
| Everpar Advisors LLC | 0.52% | Add +27.9% | 8,388 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -38.6% | 8,380 | $1.8M |
| Barnes Wealth Management Group, Inc | 0.85% | Reduce -58.0% | 8,358 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.4% | 8,356 | $1.8M |
| USAdvisors Wealth Management, LLC | 0.53% | Reduce -0.6% | 8,358 | $1.8M |
| KCM Investment Advisors LLC | 0.05% | Reduce -9.7% | 8,354 | $1.8M |
| One Wealth Capital Management, LLC | 0.52% | Reduce -57.9% | 8,352 | $1.8M |
| Retirement Planning Group, LLC / NY | 1.00% | Add +0.4% | 8,343 | $1.8M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -0.7% | 8,298 | $1.8M |
| Hengehold Capital Management LLC | 0.14% | Reduce -27.1% | 8,249 | $1.8M |
| Fulton Bank, N.A. | 0.06% | Add +72.5% | 8,235 | $1.8M |
| Mattern Wealth Management LLC | 0.30% | Reduce -1.3% | 8,226 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.77% | Reduce -4.8% | 8,224 | $1.8M |
| Mainstream Capital Management LLC | 1.09% | Reduce -0.3% | 8,215 | $1.8M |
| Beacon Bridge Wealth Partners, LLC | 0.51% | Reduce -76.5% | 8,187 | $1.8M |
| SMART Wealth LLC | 0.39% | Add +126.0% | 8,177 | $1.8M |
| Global Financial Private Client, LLC | 0.48% | Reduce -9.8% | 8,144 | $1.8M |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -33.5% | 8,136 | $1.8M |
| Trademark Financial Management, LLC | 0.73% | Reduce -7.2% | 8,133 | $1.8M |
| Endeavor Private Wealth, Inc. | 0.43% | Reduce -66.4% | 8,121 | $1.8M |
| Colton Groome Financial Advisors, LLC | 0.43% | Add +3.7% | 8,066 | $1.8M |
| Johnson Bixby & Associates, LLC | 0.20% | Reduce -0.3% | 8,053 | $1.8M |
| Vision Capital Management, Inc. | 0.20% | Reduce -5.2% | 8,042 | $1.8M |
| Farmers & Merchants Investments Inc. | 0.04% | No change | 8,034 | $1.8M |
| Cloverfields Capital Group, LP | 0.53% | Add +5.2% | 8,002 | $1.8M |
| Range Advisory, LLC | 0.21% | Add +26.5% | 7,980 | $1.8M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +177.2% | 7,934 | $1.7M |
| Smart Money Group LLC | 0.45% | Reduce -17.3% | 7,906 | $1.7M |
| Elk River Wealth Management LLC | 0.27% | Reduce -34.7% | 7,843 | $1.7M |
| PFG Investments, LLC | 0.07% | Reduce -16.5% | 7,808 | $1.7M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -14.3% | 7,790 | $1.7M |
| Florida Trust Wealth Management Co | 0.04% | Add +0.1% | 7,767 | $1.7M |
| Money Concepts Capital Corp. | 0.08% | Add +7.4% | 7,724 | $1.7M |
| Gen-Wealth Partners Inc | 0.47% | Reduce -70.5% | 7,689 | $1.7M |
| Balance Wealth Partners LLC | 0.45% | Reduce -4.4% | 7,652 | $1.7M |
| Haverford Financial Services, Inc. | 0.49% | No change | 7,631 | $1.7M |
| Argent Trust Co | 0.05% | Reduce -34.1% | 7,625 | $1.7M |
| Allen Capital Group, LLC | 0.14% | No change | 7,622 | $1.7M |
| Midwest Capital Advisors, LLC | 0.67% | Reduce -87.2% | 7,569 | $1.7M |
| Fisher Asset Management | 0.00% | Reduce -30.2% | 7,544 | $1.7M |
| Total Clarity Wealth Management, Inc. | 0.32% | Add +1.4% | 7,532 | $1.7M |
| ASL Financial, LLC | 1.16% | Add +1.8% | 7,492 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +4.8% | 7,482 | $1.6M |
| Institute for Wealth Management, LLC. | 0.14% | Reduce -11.8% | 7,427 | $1.6M |
| Keystone Financial Services | 0.42% | Reduce -87.3% | 7,419 | $1.6M |
| Investors Research Corp | 0.29% | Reduce -1.4% | 7,412 | $1.6M |
| Bryant Woods Investment Advisors, LLC | 0.45% | New | 7,407 | $1.6M |
| Ackerman Capital Advisors, LLC | 0.32% | No change | 7,327 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Reduce -25.7% | 7,294 | $1.6M |
| Commerce Bank | 0.01% | Reduce -7.4% | 7,270 | $1.6M |
| Goelzer Investment Management, Inc. | 0.07% | Add +10.9% | 7,224 | $1.6M |
| MBE Wealth Management, LLC | 0.56% | Add +1.1% | 7,222 | $1.6M |
| Allie Family Office LLC | 0.59% | No change | 7,218 | $1.6M |
| Arsenal Capital Advisors LLC | 0.93% | Add +21.0% | 7,156 | $1.6M |
| Opulen Financial Group LLC | 0.98% | Add +1.5% | 7,136 | $1.6M |
| Insight Wealth Strategies, LLC | 0.15% | Reduce -90.0% | 7,146 | $1.6M |
| Rubicon Advisors, GP | 1.13% | Add +559.6% | 7,097 | $1.6M |
| Silverlake Wealth Management LLC | 0.30% | Reduce -3.3% | 7,091 | $1.6M |
| TCTC Holdings, LLC | 0.04% | Add +27.6% | 7,064 | $1.6M |
| Bernardo Wealth Planning LLC | 0.26% | Reduce -0.1% | 7,021 | $1.5M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -0.6% | 7,001 | $1.5M |
| LPWM LLC | 0.34% | Reduce -2.3% | 6,961 | $1.5M |
| Spectrum Planning & Advisory Services Inc. | 0.68% | Reduce -73.0% | 6,961 | $1.5M |
| Ruggiero Investments, Inc. | 1.29% | Reduce -0.0% | 6,902 | $1.5M |
| Stone House Investment Management, LLC | 0.20% | Reduce -92.0% | 6,891 | $1.5M |
| Tranquilli Financial Advisor LLC | 0.81% | Add +3.4% | 6,887 | $1.5M |
| Saiph Capital, LLC | 0.45% | Add +3.0% | 6,883 | $1.5M |
| Fortress Private Ledger, LLC | 0.41% | Reduce -3.5% | 6,873 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -59.4% | 6,832 | $1.5M |
| Cozad Asset Management Inc. | 0.10% | Reduce -7.1% | 6,832 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -9.7% | 6,817 | $1.5M |
| Financial Insights, Inc. | 0.40% | Reduce -6.2% | 6,792 | $1.5M |
| Vision Retirement, LLC | 0.36% | Add +4.7% | 6,766 | $1.5M |
| Matauro, LLC | 0.20% | Reduce -2.6% | 6,756 | $1.5M |
| First International Bank of Israel Ltd. | 0.40% | Reduce -18.8% | 6,724 | $1.5M |
| One Capital Management, LLC | 0.04% | No change | 7,686 | $1.5M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.15% | Reduce -89.1% | 6,716 | $1.5M |
| LexAurum Advisors, LLC | 0.17% | Reduce -3.3% | 6,669 | $1.5M |
| Fairvoy Private Wealth, LLC | 0.30% | Reduce -0.1% | 6,663 | $1.5M |
| Rainier Family Wealth Inc. | 0.83% | Reduce -7.1% | 6,648 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -4.2% | 6,611 | $1.5M |
| L & S Advisors Inc | 0.15% | Add +0.9% | 6,596 | $1.4M |
| Millington Financial Advisors, LLC | 0.57% | Reduce -5.1% | 6,617 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +12.3% | 6,530 | $1.4M |
| Meridian Investment Counsel Inc. | 0.31% | Add +4.6% | 6,522 | $1.4M |
| Latitude Advisors, LLC | 0.57% | Reduce -7.4% | 6,514 | $1.4M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -0.3% | 6,494 | $1.4M |
| Syntegra Private Wealth Group, LLC | 0.11% | Reduce -5.3% | 6,486 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +3.7% | 6,470 | $1.4M |
| Wall Capital Group, Inc. | 1.15% | Reduce -5.0% | 6,430 | $1.4M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -0.5% | 6,399 | $1.4M |
| Kintra Wealth, LLC | 0.07% | Add +14.8% | 6,180 | $1.4M |
| Diversified Trust Co. | 0.02% | Add +11.9% | 6,387 | $1.4M |
| Strait & Sound Wealth Management LLC | 0.49% | Add +4.3% | 6,317 | $1.4M |
| Avalon Capital Management | 0.33% | Reduce -3.2% | 6,316 | $1.4M |
| Retirement Wealth Solutions LLC | 0.76% | Reduce -49.7% | 6,313 | $1.4M |
| Curi Capital, LLC | 0.02% | Add +50.8% | 6,306 | $1.4M |
| Allegheny Financial Group | 0.15% | Add +8.4% | 6,298 | $1.4M |
| Hobbs Group Advisors, LLC | 0.36% | Add +0.0% | 6,261 | $1.4M |
| Ardent Capital Management, Inc. | 0.57% | Reduce -9.1% | 6,249 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +2.6% | 6,222 | $1.4M |
| Glenview Trust Co | 0.02% | Reduce -7.5% | 6,217 | $1.4M |
| Pasadena Private Wealth, LLC | 0.17% | Add +18.5% | 6,201 | $1.4M |
| Parsons Capital Management Inc. | 0.06% | Reduce -8.0% | 6,195 | $1.4M |
| Advocacy Wealth Management, LLC | 0.05% | Reduce -98.5% | 6,172 | $1.4M |
| Hershey Financial Advisers, LLC | 0.97% | New | 6,135 | $1.3M |
| RCS Financial Planning, LLC | 0.63% | Reduce -19.1% | 6,108 | $1.3M |
| YANKCOM Partnership | 0.47% | No change | 6,000 | $1.3M |
| Accredited Investor Services, LLC | 0.74% | Add +1.3% | 5,996 | $1.3M |
| Fiduciary Trust Co | 0.01% | Reduce -5.8% | 5,977 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -28.3% | 5,977 | $1.3M |
| Pines Wealth Management, LLC | 0.38% | Add +3.0% | 5,945 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -53.7% | 5,939 | $1.3M |
| Tarbox Family Office, Inc. | 0.19% | No change | 5,924 | $1.3M |
| Strategic Financial Concepts, LLC | 0.39% | Add +73.7% | 5,898 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | No change | 5,885 | $1.3M |
| Ballentine Partners, LLC | 0.02% | Reduce -22.0% | 5,868 | $1.3M |
| Visionary Wealth Advisors | 0.05% | Reduce -2.9% | 5,858 | $1.3M |
| Calamos Wealth Management LLC | 0.04% | Add +19.0% | 5,855 | $1.3M |
| Surience Private Wealth LLC | 1.13% | New | 5,845 | $1.3M |
| Florida Financial Advisors, LLC | 0.22% | Add +19.1% | 5,832 | $1.3M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -15.3% | 5,823 | $1.3M |
| Seneschal Advisors, LLC | 0.87% | Reduce -4.4% | 5,789 | $1.3M |
| Raub Brock Capital Management LP | 0.35% | Add +2.4% | 5,783 | $1.3M |
| Cahaba Wealth Management, Inc. | 0.08% | Add +1.3% | 5,760 | $1.3M |
| Ewa, LLC | 0.23% | Reduce -3.3% | 5,737 | $1.3M |
| Bellars Harris Wealth Management, LLC | 0.26% | — | 5,711 | $1.3M |
| New Republic Capital, LLC | 0.29% | Reduce -12.8% | 5,674 | $1.2M |
| Ipsen Advisor Group LLC | 0.80% | Add +0.2% | 5,664 | $1.2M |
| Meridian Financial Partners LLC | 0.42% | Add +0.7% | 5,627 | $1.2M |
| Compass Ion Advisors, LLC | 0.11% | Reduce -2.7% | 5,654 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -95.8% | 5,647 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.12% | Reduce -0.6% | 5,644 | $1.2M |
| Lake Street Private Wealth, LLC | 0.14% | Reduce -10.2% | 5,635 | $1.2M |
| Financial Gravity Companies, Inc. | 0.20% | — | 5,627 | $1.2M |
| Trust Co. of Toledo NA | 0.10% | Reduce -0.1% | 5,627 | $1.2M |
| Crusonia Wealth Advisors LLC | 0.20% | Add +14.3% | 5,613 | $1.2M |
| Daviman Financial, LLC | 0.68% | Reduce -77.4% | 5,578 | $1.2M |
| Storen Legacy Partners, LLC | 0.33% | Reduce -1.7% | 5,527 | $1.2M |
| Moulton Wealth Management, Inc. | 0.80% | New | 5,518 | $1.2M |
| First Financial Bank - Trust Division | 0.09% | Reduce -4.8% | 5,512 | $1.2M |
| Evolution Wealth Management Inc. | 0.71% | Reduce -11.8% | 5,504 | $1.2M |
| Violich Capital Management, Inc. | 0.13% | No change | 5,500 | $1.2M |
| Aprio Wealth Management, LLC | 0.06% | Reduce -1.0% | 5,422 | $1.2M |
| Noble Wealth Management PBC | 0.54% | Reduce -1.3% | 5,384 | $1.2M |
| Core Wealth Advisors, LLC | 0.87% | Reduce -79.6% | 5,374 | $1.2M |
| Abundance Wealth Counselors | 0.08% | Reduce -10.6% | 5,362 | $1.2M |
| Soundwatch Capital LLC | 0.13% | Reduce -1.0% | 5,347 | $1.2M |
| Cornerstone Planning Group LLC | 0.15% | Reduce -68.5% | 5,379 | $1.2M |
| Aspire Private Capital, LLC | 0.24% | Reduce -39.6% | 5,250 | $1.2M |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -0.3% | 5,225 | $1.1M |
| EFG International AG | 0.02% | Reduce -15.1% | 5,217 | $1.1M |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -90.5% | 5,209 | $1.1M |
| Pearl Planning LLC | 0.53% | Reduce -8.4% | 5,202 | $1.1M |
| Owl Creek Wealth Partners LLC | 0.33% | Reduce -1.4% | 5,202 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.11% | No change | 5,195 | $1.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.1% | 5,191 | $1.1M |
| Vavra Capital Management, LLC | 1.00% | Reduce -2.8% | 5,189 | $1.1M |
| Kirtland Hills Capital Management, LLC | 0.32% | Add +15.2% | 5,164 | $1.1M |
| First American Bank | 0.06% | Reduce -1.7% | 5,163 | $1.1M |
| Accredited Investors Inc. | 0.05% | Reduce -22.8% | 5,137 | $1.1M |
| MFA Wealth Services | 0.67% | Reduce -7.1% | 5,115 | $1.1M |
| Kellett Wealth Advisors, LLC | 0.52% | No change | 5,113 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +13.8% | 5,099 | $1.1M |
| SWP Financial LLC | 0.52% | Reduce -79.5% | 5,083 | $1.1M |
| W Advisors, LLC | 0.50% | Reduce -47.2% | 5,047 | $1.1M |
| Altfest L J & Co. Inc. | 0.11% | Reduce -89.9% | 5,012 | $1.1M |
| Investment Advisory Group, LLC | 0.24% | Reduce -6.8% | 5,011 | $1.1M |
| Wolff Financial Management LLC | 0.22% | Add +0.1% | 5,004 | $1.1M |
| Ergawealth Advisors, Inc. | 0.42% | Add +0.1% | 4,982 | $1.1M |
| GK Wealth Management LLC | 0.66% | New | 4,975 | $1.1M |
| Riverchase Wealth Management, LLC | 0.51% | Reduce -10.4% | 4,973 | $1.1M |
| Clark Asset Management, LLC | 0.09% | Add +2.8% | 4,955 | $1.1M |
| Mather Group, Llc. | 0.01% | Reduce -60.3% | 4,954 | $1.1M |
| Caliber Wealth Management, LLC / KS | 0.10% | Reduce -25.5% | 4,909 | $1.1M |
| FLC Capital Advisors | 0.18% | No change | 4,894 | $1.1M |
| Harbor Investment Advisory, LLC | 0.07% | Add +28.7% | 4,887 | $1.1M |
| Ascentis Wealth Management, LLC | 0.18% | Add +4.6% | 4,876 | $1.1M |
| Regimen Wealth, LLC | 0.29% | Reduce -2.3% | 4,856 | $1.1M |
| WASHINGTON TRUST Co | 0.03% | No change | 4,815 | $1.1M |
| Creative Financial Designs Inc. | 0.05% | Reduce -41.4% | 4,814 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Reduce -21.2% | 4,804 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -54.3% | 4,797 | $1.1M |
| Embree Financial Group | 0.11% | Reduce -44.4% | 4,795 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +22.0% | 4,791 | $1.1M |
| Sweeney & Michel, LLC | 0.28% | Add +0.4% | 4,654 | $1.1M |
| White Lighthouse Investment Management Inc. | 0.13% | Add +5.9% | 4,739 | $1.0M |
| International Assets Investment Management, LLC | 0.06% | Reduce -22.9% | 4,734 | $1.0M |
| Principal Financial Group Inc. | 0.00% | No change | 4,701 | $1.0M |
| Wells Financial Advisors INC | 9.50% | Reduce -34.7% | 4,665 | $1.0M |
| Indivisible Partners | 0.06% | Add +225.0% | 4,660 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 4,656 | $1.0M |
| Wealth Dimensions Group, Ltd. | 0.18% | Reduce -7.9% | 4,645 | $1.0M |
| Kelly Financial Group LLC | 0.22% | Reduce -2.1% | 4,612 | $1.0M |
| Destiny Wealth Partners, LLC | 0.14% | Reduce -1.3% | 4,613 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.20% | Reduce -10.6% | 4,564 | $1.0M |
| Fifth Third Securities, Inc. | 0.06% | Add +1.2% | 4,538 | $996K |
| Altus Wealth Group LLC | 0.36% | Add +0.1% | 4,531 | $994K |
| Exchange Bank | 0.62% | Add +56.6% | 4,519 | $992K |
| Legacy Trust | 0.18% | No change | 4,516 | $991K |
| Schrum Private Wealth Management LLC | 1.00% | Reduce -29.5% | 5,383 | $976K |
| Americana Partners, LLC | 0.02% | Add +0.0% | 4,445 | $975K |
| Trace Wealth Advisors, LLC | 0.64% | No change | 4,434 | $973K |
| Stableford Capital II LLC | 0.34% | Add +0.6% | 4,430 | $972K |
| RMR Wealth Builders | 0.06% | New | 4,425 | $971K |
| Mattern Capital Management, LLC | 0.11% | Reduce -5.3% | 4,388 | $963K |
| Avior Wealth Management, LLC | 0.03% | Reduce -1.2% | 4,383 | $962K |
| McAdam, LLC | 0.04% | Reduce -11.0% | 4,369 | $959K |
| Tempus Wealth Planning, LLC | 0.19% | Reduce -56.3% | 4,360 | $957K |
| Bogart Wealth, LLC | 0.03% | Add +2.1% | 4,318 | $947K |
| Family Wealth Partners, LLC | 0.29% | No change | 4,298 | $943K |
| IMA Advisory Services, Inc. | 0.06% | New | 4,298 | $943K |
| Lane Brothers & Co. Inc. | 0.62% | Reduce -6.2% | 4,285 | $940K |
| Oak Barrel Wealth Advisory LLC | 0.41% | — | 4,273 | $938K |
| SouthState Bank Corp | 0.04% | Reduce -1.1% | 4,270 | $937K |
| Amplius Wealth Advisors, LLC | 0.07% | Add +0.0% | 4,270 | $937K |
| Ridgeline Wealth Planning, LLC | 0.59% | Reduce -9.4% | 4,255 | $934K |
| Fiduciary Financial Advisors | 0.09% | New | 4,253 | $933K |
| RHS Financial, LLC | 0.38% | Add +25.0% | 4,251 | $933K |
| Lebenthal Global Advisors, LLC | 0.12% | Add +0.1% | 4,197 | $921K |
| Novem Group | 0.09% | Add +25.4% | 4,193 | $920K |
| Peak Wealth Management LLC | 0.64% | Reduce -84.0% | 4,187 | $919K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.0% | 4,138 | $908K |
| Ibex Wealth Advisors | 0.07% | Add +0.4% | 4,098 | $899K |
| Tower Bridge Advisors | 0.08% | Add +4.7% | 4,085 | $896K |
| Perryman Financial Advisory Inc. | 0.12% | Reduce -0.1% | 4,067 | $892K |
| Davidson Trust Co. | 0.35% | Add +0.1% | 4,063 | $892K |
| Arcadia Wealth Management, LLC | 0.28% | Reduce -43.3% | 4,060 | $891K |
| First National Trust Co | 0.03% | Add +29.8% | 4,058 | $890K |
| Simplicity Wealth,LLC | 0.03% | Reduce -80.5% | 4,055 | $890K |
| New England Professional Planning Group Inc. | 0.33% | Add +0.1% | 4,045 | $888K |
| Cerity Partners Retirement Plan Advisors LLC | 0.37% | New | 4,029 | $884K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.2% | 4,000 | $878K |
| Beck Capital Management, LLC | 0.16% | Add +0.0% | 3,974 | $872K |
| Sound Income Strategies, LLC | 0.04% | Add +27.0% | 3,971 | $871K |
| Regions Financial Corp. | 0.01% | Add +25.8% | 3,968 | $871K |
| Paulson Wealth Management Inc. | 0.18% | No change | 3,965 | $870K |
| Cherry Tree Wealth Management, LLC | 0.16% | Add +0.1% | 3,939 | $864K |
| Sutton Place Investors LLC | 0.42% | Reduce -59.2% | 3,937 | $864K |
| Procyon Advisors, LLC | 0.04% | Reduce -3.8% | 3,936 | $864K |
| Indie Asset Partners, LLC | 0.82% | Reduce -0.2% | 3,912 | $858K |
| Purpose Unlimited Inc. | 0.03% | Add +357.5% | 3,875 | $852K |
| United Advisor Group, LLC | 0.09% | Reduce -17.0% | 3,868 | $849K |
| LifePlan Investment Advisors, Inc. | 0.29% | Reduce -70.3% | 3,849 | $845K |
| A4 Wealth Advisors LLC | 0.57% | Reduce -78.0% | 3,845 | $844K |
| NCM Capital Management, LLC | 0.26% | Reduce -2.5% | 3,839 | $842K |
| Sonoma Private Wealth LLC | 0.90% | Reduce -5.2% | 3,836 | $842K |
| Cooper Financial Group | 0.07% | Reduce -29.0% | 3,835 | $841K |
| Bluedoor Private Wealth, LLC | 0.35% | Reduce -6.0% | 3,826 | $840K |
| PKS Advisory Services, LLC | 0.13% | Reduce -17.1% | 3,803 | $834K |
| HCR Wealth Advisors | 0.07% | Reduce -4.9% | 3,800 | $834K |
| MKT Advisors LLC | 0.26% | Reduce -52.4% | 3,828 | $834K |
| First Manhattan Co. Llc. | 0.00% | Reduce -1.7% | 3,798 | $833K |
| Union Bancaire Privee, UBP SA | 0.01% | Add +111.1% | 3,829 | $832K |
| Fiduciary Alliance LLC | 0.06% | Reduce -10.0% | 3,790 | $832K |
| Emprise Bank | 0.31% | Reduce -0.3% | 3,780 | $829K |
| Marshall Financial Group, LLC | 0.12% | Reduce -15.7% | 3,755 | $824K |
| Theory Financial LLC | 0.26% | Reduce -75.3% | 3,735 | $820K |
| Tred Avon Family Wealth, LLC | 0.25% | No change | 3,730 | $818K |
| Moors & Cabot, Inc. | 0.03% | Reduce -13.7% | 3,712 | $815K |
| Midwest Trust Co | 0.01% | Reduce -8.6% | 3,710 | $814K |
| Firestone Capital Management | 0.15% | Add +0.2% | 3,707 | $813K |
| Moss Adams Wealth Advisors LLC | 0.05% | No change | 3,699 | $812K |
| Quantum Portfolio Management LLC | 0.29% | Add +6.6% | 3,670 | $805K |
| Tsfg, LLC | 0.10% | Reduce -91.7% | 3,640 | $799K |
| JGP Wealth Management, LLC | 0.07% | Add +32.7% | 3,636 | $798K |
| Boston Trust Walden Corp | 0.01% | Reduce -0.0% | 3,632 | $797K |
| Vanguard Advisers Inc. | 0.00% | Reduce -3.9% | 3,617 | $794K |
| Wilkins Miller Wealth Management, LLC | 0.44% | Add +1.3% | 3,608 | $792K |
| Northside Capital Management, LLC | 0.06% | No change | 3,582 | $786K |
| Flagstar Securities, Inc. | 0.24% | Reduce -23.5% | 3,581 | $786K |
| Signaturefd, LLC | 0.01% | Reduce -0.2% | 3,562 | $782K |
| MBL Wealth, LLC | 0.05% | Reduce -2.5% | 3,539 | $777K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.9% | 3,531 | $775K |
| PAX Financial Group, LLC | 0.11% | Reduce -94.6% | 3,522 | $773K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +1.8% | 3,520 | $772K |
| Independence Bank of Kentucky | 0.09% | No change | 3,507 | $770K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.4% | 3,499 | $768K |
| Root Financial Partners, LLC | 0.03% | Reduce -1.2% | 3,497 | $767K |
| Capital Analysts, LLC | 0.02% | Reduce -89.4% | 3,498 | $767K |
| TFR Capital, LLC. | 0.22% | No change | 3,491 | $766K |
| NorthCoast Asset Management LLC | 0.02% | Add +14.7% | 3,490 | $766K |
| Eq LLC | 0.19% | Reduce -70.7% | 3,464 | $760K |
| Integrated Wealth Management | 0.80% | Reduce -59.1% | 3,462 | $760K |
| Oxinas Partners, LLC | 0.30% | Add +18.5% | 3,441 | $755K |
| Olde Wealth Management, LLC | 0.21% | No change | 3,427 | $751K |
| Legacy Advisors, LLC | 0.07% | Add +10.3% | 3,422 | $751K |
| GenTrust, LLC | 0.03% | No change | 3,400 | $746K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -19.4% | 3,400 | $746K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Reduce -16.4% | 3,397 | $745K |
| Citizens Financial Group Inc. | 0.01% | Add +3.0% | 3,385 | $743K |
| Rathbones Group PLC | 0.00% | No change | 3,369 | $739K |
| Palatine Hill Wealth Management, LLC | 0.59% | Add +16.9% | 3,367 | $739K |
| D'Orazio & Associates, Inc. | 0.09% | Reduce -33.5% | 3,360 | $737K |
| PFG Private Wealth Management, LLC | 0.32% | Reduce -23.9% | 3,344 | $734K |
| Integrated Advisors Network LLC | 0.03% | Reduce -77.0% | 3,340 | $733K |
| Ritholtz Wealth Management | 0.01% | Add +33.0% | 3,331 | $731K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,314 | $727K |
| Yarger Wealth Strategies, LLC | 0.26% | Add +3.5% | 3,307 | $727K |
| OneAscent Family Office, LLC | 0.37% | Reduce -8.3% | 3,308 | $726K |
| Oxford Financial Group, LTD. LLC | 0.04% | No change | 3,301 | $724K |
| Zhang Financial LLC | 0.02% | Add +0.0% | 3,300 | $724K |
| BridgePort Financial Solutions, LLC | 0.18% | Reduce -67.9% | 3,299 | $724K |
| Zenith Solutions, Inc. | 0.65% | — | 3,294 | $723K |
| Cassilly Financial Group LLC | 0.52% | Reduce -52.5% | 3,285 | $721K |
| Fortis Group Advisors, LLC | 0.11% | Add +0.8% | 3,279 | $719K |
| Strathmore Capital Advisors, Inc. | 0.19% | Reduce -29.5% | 3,270 | $713K |
| Oath Planning, LLC | 0.53% | Add +9.4% | 3,247 | $712K |
| Curtis Wealth Management LLC | 0.60% | Reduce -85.0% | 3,211 | $705K |
| Palisade Asset Management, LLC | 0.07% | Reduce -4.6% | 3,210 | $704K |
| Lantern Wealth Advisors, LLC | 0.32% | Reduce -39.0% | 3,203 | $703K |
| Pinnacle Wealth Planning Services, Inc. | 0.07% | Add +0.1% | 3,174 | $696K |
| Bokf, NA | 0.01% | Add +461.6% | 3,173 | $696K |
| Legacy Financial Group LLC | 0.08% | Reduce -93.1% | 3,168 | $695K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Reduce -47.7% | 3,117 | $684K |
| Donaldson Capital Management, LLC | 0.02% | Add +0.8% | 3,104 | $681K |
| Juncture Wealth Strategies, LLC | 0.18% | New | 3,104 | $681K |
| Prime Buchholz LLC | 0.25% | New | 3,100 | $680K |
| Smithfield Trust Co | 0.03% | Reduce -0.6% | 3,108 | $680K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -20.0% | 3,096 | $679K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.1% | 3,089 | $678K |
| Atlantic Union Bankshares Corp | 0.01% | Add +416.4% | 3,088 | $678K |
| DLK Investment Management, LLC | 0.29% | New | 3,940 | $673K |
| Deutsche Bank AG | 0.00% | Add +13.7% | 3,055 | $670K |
| Anchor Investment Management, LLC | 0.05% | No change | 3,040 | $667K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,026 | $664K |
| Benningfield Financial Advisors, LLC | 0.49% | Reduce -8.2% | 2,998 | $658K |
| Continuum Advisory, LLC | 0.05% | Reduce -27.6% | 2,969 | $651K |
| Genesis Wealth Advisors, LLC | 0.39% | No change | 2,967 | $651K |
| Tolleson Wealth Management, Inc. | 0.09% | No change | 2,957 | $649K |
| Trust Co. of Vermont | 0.02% | — | 2,954 | $648K |
| Aureus Asset Management, LLC | 0.04% | Reduce -13.2% | 2,951 | $648K |
| Integral Investment Advisors, Inc. | 0.14% | Reduce -8.3% | 2,950 | $647K |
| Investment Research Partners LLC | 0.22% | Reduce -31.3% | 2,946 | $646K |
| Accelerate Investment Advisors LLC | 0.37% | Reduce -54.9% | 2,942 | $646K |
| Cowa, LLC | 0.17% | Reduce -52.4% | 2,909 | $645K |
| Zions Bancorporation, National Association | 0.04% | Add +14.0% | 2,939 | $645K |
| Opus Financial Solutions LLC | 0.52% | Add +1.7% | 2,935 | $644K |
| SYM FINANCIAL Corp | 0.05% | Add +2.7% | 2,923 | $641K |
| Wealth Management Associates, Inc. | 0.18% | Reduce -1.9% | 2,919 | $640K |
| AlphaStar Capital Management, LLC | 0.04% | Add +3.6% | 2,906 | $638K |
| Baldwin Investment Management, LLC | 0.06% | New | 2,904 | $637K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +16.1% | 2,862 | $628K |
| First Financial Group Corp | 0.45% | Add +0.0% | 2,839 | $623K |
| International Private Wealth Advisors LLC | 0.32% | Reduce -0.1% | 2,832 | $621K |
| Fort Point Capital Partners LLC | 0.07% | No change | 2,826 | $620K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Add +1.2% | 2,824 | $620K |
| NWF Advisory Services Inc. | 0.06% | No change | 2,819 | $619K |
| Jackson, Grant Investment Advisers, Inc. | 0.19% | Add +0.1% | 2,819 | $618K |
| Twin Peaks Wealth Advisors, LLC | 0.14% | Reduce -89.3% | 2,807 | $616K |
| Ballast Rock Private Wealth LLC | 0.28% | No change | 2,803 | $615K |
| Elevate Wealth Advisory, Inc. | 0.35% | Reduce -5.9% | 2,801 | $615K |
| WNY Asset Management, LLC | 0.05% | Reduce -50.3% | 2,777 | $609K |
| Empowered Funds, LLC | 0.00% | Reduce -15.0% | 2,774 | $609K |
| Novus Advisors, LLC | 1.27% | Reduce -12.0% | 2,767 | $607K |
| Curry Webb Wealth Management LLC | 0.25% | Reduce -2.5% | 2,763 | $606K |
| JT Stratford LLC | 0.07% | Reduce -48.9% | 2,759 | $605K |
| Fermata Advisors, LLC | 0.12% | Add +10.4% | 2,758 | $605K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -38.4% | 2,757 | $605K |
| Neuberger Berman Group LLC | 0.00% | Add +12.0% | 2,753 | $604K |
| Johnson Financial Group, LLC | 0.03% | No change | 2,747 | $603K |
| Wedmont Private Capital | 0.02% | Add +11.9% | 2,735 | $601K |
| First Heartland Consultants, Inc. | 0.04% | Reduce -71.1% | 2,719 | $597K |
| Index Technologies Group LLC | 0.48% | Add +9.2% | 2,717 | $596K |
| BBR Partners, LLC | 0.03% | New | 2,715 | $596K |
| CWA Asset Management Group, LLC | 0.02% | New | 2,711 | $595K |
| Russell Investments Group, Ltd. | 0.00% | Add +10.1% | 2,666 | $585K |
| Crewe Advisors LLC | 0.04% | Add +1.2% | 2,664 | $585K |
| Avail Investment Partners, LLC | 0.45% | No change | 2,651 | $582K |
| NBT Bank, N.A. | 0.04% | Reduce -16.4% | 2,646 | $581K |
| IPG Investment Advisors LLC | 0.08% | Reduce -6.5% | 2,637 | $579K |
| Pinion Investment Advisors, LLC | 0.11% | Reduce -84.7% | 2,633 | $578K |
| Wise Wealth Partners | 0.98% | Reduce -49.4% | 2,623 | $576K |
| 46 Peaks LLC | 0.36% | Reduce -6.2% | 2,622 | $575K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +6.6% | 2,623 | $575K |
| Citizens National Bank Trust Department | 0.08% | No change | 2,606 | $572K |
| Mosley Wealth Management | 0.18% | Reduce -90.0% | 2,602 | $571K |
| OneAscent Financial Services LLC | 0.03% | Add +24.3% | 2,600 | $571K |
| Asset Allocation Strategies LLC | 0.09% | Add +2.2% | 2,599 | $570K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 2,589 | $568K |
| 4J Wealth Management LLC | 0.28% | Reduce -22.5% | 2,588 | $568K |
| San Luis Wealth Advisors LLC | 0.08% | Add +0.2% | 2,572 | $564K |
| Pacific Excel Wealth Advisors, Inc. | 0.22% | Reduce -16.4% | 2,558 | $561K |
| Heritage Family Offices, LLP | 0.22% | Reduce -12.9% | 2,558 | $561K |
| Parkwoods Wealth Partners, LLC | 0.09% | Reduce -2.3% | 2,541 | $557K |
| Waddell & Associates, LLC | 0.03% | Reduce -5.3% | 2,537 | $557K |
| Box Hill Private Wealth LLC | 0.45% | Add +0.2% | 2,535 | $556K |
| Frederick Financial Consultants, LLC | 0.23% | Add +34.6% | 2,520 | $553K |
| Knightsbridge Asset Management, LLC | 0.07% | No change | 2,510 | $551K |
| Compass Wealth Management, LLC | 0.22% | Reduce -0.5% | 2,508 | $550K |
| Lansing Street Advisors | 0.12% | Add +0.2% | 2,507 | $550K |
| LS Investment Advisors, LLC | 0.07% | Reduce -5.7% | 2,505 | $550K |
| Disciplined Investments, LLC | 0.18% | No change | 2,503 | $549K |
| Viawealth, LLC | 0.28% | Add +0.1% | 2,503 | $549K |
| TritonPoint Partners, LLC | 0.05% | Add +8.1% | 2,500 | $549K |
| Forefront Wealth Partners, LLC | 0.17% | Add +16.9% | 2,481 | $545K |
| Sapient Capital LLC | 0.01% | New | 2,462 | $540K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 2,461 | $540K |
| FSM Wealth Advisors, LLC | 0.06% | New | 2,451 | $538K |
| Asset Dedication, LLC | 0.03% | No change | 2,439 | $535K |
| Vermillion & White Wealth Management Group, LLC | 0.27% | Add +1.5% | 2,432 | $534K |
| Cadia Private Client LLC | 0.38% | Reduce -81.0% | 2,427 | $532K |
| Daybright Advisory Services, Inc. | 0.13% | Add +18.5% | 2,427 | $532K |
| Cibc World Market Inc. | 0.00% | Add +6.3% | 2,417 | $530K |
| Key Financial Inc | 0.09% | No change | 2,409 | $529K |
| Krilogy Financial LLC | 0.02% | Add +2.6% | 2,388 | $524K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +9.3% | 2,384 | $523K |
| Factor Wealth Management LTD | 0.08% | New | 2,372 | $520K |
| Integrity Financial Corp | 0.25% | Add +0.0% | 2,368 | $520K |
| Harbor Asset Planning, Inc. | 0.39% | Add +0.2% | 2,364 | $519K |
| Causey Wealth LLC | 0.20% | No change | 2,364 | $519K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | Reduce -48.7% | 2,364 | $519K |
| R2 Capital Strategies, LLC | 0.23% | — | 2,364 | $519K |
| Philadelphia Trust Co. | 0.03% | No change | 2,356 | $517K |
| AMG Asset Management Group, Inc. | 0.32% | Add +0.0% | 2,351 | $516K |
| Fortune Financial Advisors, LLC | 0.22% | Add +0.0% | 2,343 | $514K |
| Portfolio Resources Advisor Group, Inc. | 0.43% | Reduce -84.4% | 2,340 | $513K |
| TCFG Investment Advisors, LLC | 0.17% | Add +1.0% | 2,331 | $511K |
| Busey Bank | 0.01% | No change | 2,328 | $511K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +27.4% | 2,327 | $511K |
| Balefire, LLC | 0.08% | Add +26.3% | 2,320 | $509K |
| Wescott Financial Advisory Group, LLC | 0.04% | Add +0.1% | 2,319 | $509K |
| Empirical Asset Management, LLC | 0.11% | Reduce -35.1% | 2,313 | $507K |
| Sfmg, LLC | 0.03% | Reduce -2.5% | 2,310 | $507K |
| Unify Financial Advisors | 0.47% | Reduce -69.9% | 2,310 | $507K |
| CogentBlue Wealth Advisors, LLC | 0.29% | No change | 2,306 | $506K |
| BNB Wealth Management, LLC | 0.28% | Add +0.1% | 2,293 | $503K |
| Tidemark, LLC | 0.11% | Reduce -3.1% | 2,278 | $500K |
| CapWealth Advisors, LLC | 0.04% | No change | 2,270 | $498K |
| Atlas Brown,Inc. | 0.13% | Reduce -13.9% | 2,266 | $497K |
| Kaufman Rossin Wealth, LLC | 0.24% | No change | 2,271 | $496K |
| Kennedy Investment Group, Inc. | 0.17% | Reduce -16.8% | 2,256 | $495K |
| Jackson Thornton Wealth Management, LLC | 0.04% | No change | 2,251 | $494K |
| Gemmer Asset Management LLC | 0.03% | Reduce -1.3% | 2,242 | $492K |
| Ledyard National Bank | 0.04% | Reduce -1.3% | 2,241 | $492K |
| JDM Financial Group LLC | 0.17% | No change | 2,234 | $490K |
| Sensible Money, LLC | 0.13% | No change | 2,232 | $490K |
| COFG Advisors, LLC | 0.08% | Reduce -3.8% | 2,229 | $489K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +4.1% | 2,218 | $487K |
| Northbridge Financial Group, LLC | 0.19% | Reduce -16.5% | 2,212 | $485K |
| Darden Wealth Group Inc | 0.19% | Reduce -2.9% | 2,209 | $485K |
| Drive Wealth Management, LLC | 0.09% | Reduce -10.5% | 2,203 | $483K |
| Cary Street Partners Financial LLC | 0.01% | Add +5.2% | 2,199 | $483K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -11.1% | 2,197 | $482K |
| Oregon Pacific Wealth Management, LLC | 0.45% | Reduce -41.7% | 2,197 | $482K |
| Grey Ledge Advisors, LLC | 0.10% | Add +4.4% | 2,189 | $480K |
| Aspiriant, LLC | 0.01% | No change | 2,175 | $477K |
| XY Planning Network, Inc. | 0.06% | Reduce -81.4% | 2,173 | $477K |
| Sei Investments Co. | 0.00% | New | 2,168 | $476K |
| Argentarii, LLC | 0.14% | No change | 2,113 | $476K |
| Arvest Bank Trust Division | 0.02% | New | 2,165 | $475K |
| Morton Capital Management LLC | 0.06% | Add +31.6% | 2,163 | $475K |
| BCU Wealth Advisors, LLC | 0.16% | Reduce -77.4% | 2,158 | $474K |
| Town Capital LLC | 0.30% | Reduce -91.2% | 2,156 | $473K |
| Milestone Asset Management Group, LLC | 0.24% | Reduce -2.8% | 2,147 | $471K |
| Advisory Alpha, LLC | 0.01% | Add +5.7% | 2,146 | $471K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -2.1% | 2,143 | $470K |
| Lodestone Wealth Management LLC | 0.17% | Reduce -4.1% | 2,130 | $467K |
| Klingman & Associates, LLC | 0.02% | Reduce -13.2% | 2,114 | $464K |
| True North Advisors, LLC | 0.04% | Reduce -46.5% | 2,107 | $462K |
| Glass Jacobson Investment Advisors llc | 0.14% | Reduce -8.3% | 2,103 | $461K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -75.1% | 2,095 | $460K |
| Veridan Wealth LLC | 0.16% | Reduce -8.5% | 2,083 | $457K |
| Winebrenner Capital Management LLC | 0.28% | Reduce -0.5% | 2,082 | $457K |
| Investment Planning Advisors, Inc. | 0.11% | Reduce -5.3% | 2,078 | $456K |
| Maripau Wealth Management LLC | 0.16% | Reduce -62.8% | 2,077 | $455K |
| Larson Financial Group LLC | 0.01% | Reduce -19.2% | 2,073 | $455K |
| Advisor OS, LLC | 0.03% | Reduce -2.5% | 2,068 | $454K |
| Frankly Finances, LLC | 0.36% | No change | 2,062 | $452K |
| Destination Wealth Management | 0.01% | Add +32.9% | 2,061 | $452K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | No change | 2,060 | $452K |
| MSH Capital Advisors LLC | 0.08% | Reduce -54.7% | 2,059 | $452K |
| Quantbot Technologies LP | 0.02% | Add +405.6% | 2,058 | $452K |
| FLP Wealth Management, LLC | 0.79% | Reduce -54.0% | 2,025 | $444K |
| Riverbend Wealth Management, LLC | 0.23% | Reduce -6.9% | 2,023 | $444K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.7% | 2,015 | $442K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.06% | Add +5.4% | 2,012 | $441K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -26.4% | 2,003 | $439K |
| Guerra Pan Advisors, LLC | 0.24% | Reduce -9.5% | 1,993 | $437K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -22.8% | 1,980 | $434K |
| Whalerock Point Partners, LLC | 0.08% | No change | 1,975 | $433K |
| Clarity Financial LLC | 0.04% | Add +2.6% | 1,973 | $433K |
| Cary Street Partners Investment Advisory LLC | 0.09% | Reduce -53.3% | 1,969 | $432K |
| Investment Management Trust, LLC | 0.39% | Reduce -3.0% | 1,968 | $432K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -5.1% | 1,965 | $431K |
| OakTrust Wealth Advisors, LLC | 0.37% | Add +0.2% | 1,965 | $431K |
| American National Bank & Trust | 0.04% | No change | 1,960 | $430K |
| Mosaic Financial Group, LLC | 0.28% | No change | 1,958 | $430K |
| Magnus Financial Group LLC | 0.03% | Reduce -22.1% | 1,959 | $430K |
| Lee Financial Co | 0.05% | New | 1,928 | $423K |
| W1M Asset Management Ltd | 0.00% | Add +5.8% | 1,921 | $422K |
| CWS Financial Advisors, LLC | 0.09% | No change | 1,920 | $421K |
| Napier Financial, LLC | 0.09% | No change | 1,916 | $420K |
| LVW Advisors, LLC | 0.04% | Reduce -9.5% | 1,913 | $420K |
| Elevation Wealth Management LLC | 0.31% | Reduce -32.4% | 1,911 | $419K |
| J. M. Brown & Associates Inc. | 0.24% | — | 1,910 | $419K |
| LifeGoal Investments, LLC | 0.19% | Add +0.2% | 1,908 | $419K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -8.2% | 1,906 | $418K |
| Islay Capital Management, LLC | 0.20% | Add +533.0% | 1,899 | $417K |
| Northstar Asset Management Inc. | 0.12% | No change | 1,899 | $417K |
| KERR FINANCIAL PLANNING Corp | 0.46% | Reduce -0.2% | 1,895 | $416K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +0.2% | 1,890 | $415K |
| Bullock Wealth Management Group | 0.18% | No change | 1,885 | $413K |
| Apex Wealth Management, LLC | 0.25% | Add +0.9% | 1,878 | $412K |
| Adamsbrown Wealth Consultants LLC | 0.08% | Reduce -0.2% | 1,877 | $412K |
| Provident Wealth Management, LLC | 0.11% | Reduce -6.4% | 1,872 | $411K |
| Accurate Wealth Management, LLC | 0.04% | Add +56.8% | 1,868 | $410K |
| Intrua Financial, LLC | 0.04% | Add +11.8% | 1,869 | $410K |
| Hunter Perkins Capital Management, LLC | 0.09% | Add +20.4% | 1,868 | $410K |
| Payne Capital LLC | 0.34% | No change | 1,867 | $410K |
| PCM Encore, LLC | 0.07% | New | 1,866 | $409K |
| Colter Lewis Investment Partners LLC | 0.18% | No change | 1,857 | $407K |
| Walkner Condon Financial Advisors LLC | 0.05% | New | 1,853 | $407K |
| GAMMA Investing LLC | 0.01% | Add +4.5% | 1,840 | $404K |
| Redwood Investment Management, LLC | 0.04% | Reduce -85.8% | 1,823 | $400K |
| Liberty Square Wealth Partners LLC | 0.09% | No change | 1,816 | $398K |
| Fortem Financial Group, LLC | 0.08% | New | 1,813 | $398K |
| Joel Isaacson & Co., LLC | 0.01% | Add +7.4% | 1,808 | $397K |
| Alpha Financial Partners LLC | 0.21% | Reduce -21.7% | 1,807 | $396K |
| Kendall Capital Management | 0.07% | No change | 1,800 | $395K |
| BAM Wealth Management, LLC | 0.25% | Reduce -35.1% | 1,798 | $395K |
| Cambient Family Office, LLC | 0.05% | Add +3052.6% | 1,797 | $394K |
| Advance Capital Management, Inc. | 0.01% | Reduce -1.3% | 1,793 | $393K |
| Avion Wealth | 0.07% | Reduce -0.1% | 1,787 | $392K |
| Acima Private Wealth, LLC | 0.11% | No change | 1,782 | $391K |
| Stage Harbor Financial, LLC | 0.23% | No change | 1,778 | $390K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -0.5% | 1,774 | $389K |
| Curtis Advisory Group, LLC | 0.07% | Reduce -86.1% | 1,752 | $384K |
| Empire Life Investments Inc. | 0.02% | Reduce -71.1% | 1,750 | $384K |
| Blalock Williams, LLC | 0.25% | Reduce -84.2% | 1,746 | $383K |
| Diversified Portfolios, Inc. | 0.03% | No change | 1,745 | $383K |
| HBW Advisory Services LLC | 0.03% | Reduce -0.5% | 1,741 | $382K |
| Naples Global Advisors, LLC | 0.02% | No change | 1,735 | $381K |
| Adelphi Trust Co | 0.25% | No change | 1,730 | $380K |
| CPA Asset Management Group, LLC | 0.11% | No change | 1,721 | $378K |
| Headlands Technologies LLC | 0.04% | Add +35.9% | 1,720 | $377K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -21.8% | 1,714 | $376K |
| Principle Wealth Partners LLC | 0.02% | Reduce -1.4% | 1,704 | $374K |
| Hobbs Wealth Management, LLC | 0.32% | Reduce -93.4% | 1,700 | $373K |
| Envision Financial Planning, LLC | 0.12% | Reduce -8.1% | 1,694 | $372K |
| Nikulski Financial, Inc. | 0.08% | Reduce -9.7% | 1,683 | $369K |
| Salem Investment Counselors Inc. | 0.01% | No change | 1,681 | $369K |
| Channel Wealth LLC | 0.08% | Reduce -12.7% | 1,676 | $368K |
| Solstein Capital, LLC | 0.13% | No change | 1,674 | $367K |
| Warren Street Wealth Advisors, LLC | 0.08% | No change | 1,666 | $366K |
| Fund Evaluation Group, LLC | 0.01% | No change | 1,661 | $364K |
| Capital Investment Counsel, LLC | 0.05% | Reduce -63.5% | 1,659 | $364K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +6.2% | 1,658 | $364K |
| Black Diamond Financial, LLC | 0.03% | No change | 1,658 | $364K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | Reduce -8.3% | 1,648 | $362K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -28.3% | 1,644 | $361K |
| Invested Advisors | 0.32% | No change | 1,635 | $359K |
| American Wealth Advisors, LLC | 0.34% | Add +0.2% | 1,635 | $359K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Reduce -59.5% | 1,632 | $358K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -90.0% | 1,627 | $357K |
| Farnam Financial LLC | 0.26% | Add +4.6% | 1,620 | $355K |
| SIMA Wealth Partners, LLC | 0.25% | No change | 1,617 | $355K |
| Confluence Wealth Services, Inc. | 0.01% | Add +27.0% | 1,616 | $355K |
| Falcon Wealth Planning | 0.02% | No change | 1,614 | $354K |
| RAM Investment Partners, LLC | 0.06% | New | 1,602 | $352K |
| Revisor Wealth Management LLC | 0.08% | Add +13.7% | 1,598 | $351K |
| Clear Investment Research, LLC | 0.54% | Add +0.4% | 1,595 | $350K |
| Hobart Private Capital, LLC | 0.06% | Add +9.2% | 1,595 | $350K |
| Essential Investment Partners LLC | 0.28% | Add +117.2% | 1,590 | $349K |
| Montag A & Associates Inc. | 0.01% | Add +5.2% | 1,586 | $348K |
| Sterling Financial Planning, Inc. | 0.09% | No change | 1,583 | $347K |
| Beacon Wealthcare LLC | 0.11% | No change | 1,581 | $347K |
| Fortress Financial Group, LLC | 0.17% | Add +0.1% | 1,579 | $347K |
| Hurlow Wealth Management Group, Inc. | 0.07% | No change | 1,579 | $346K |
| Cannon Financial Strategists, Inc. | 0.04% | Add +14.9% | 1,570 | $345K |
| GFG Capital, LLC | 0.09% | Add +8.1% | 1,567 | $344K |
| Colonial Trust Advisors | 0.02% | Add +1.6% | 1,560 | $342K |
| Nixon Peabody Trust Co. | 0.02% | No change | 1,555 | $341K |
| Klingenstein Fields & Co. LP | 0.01% | No change | 1,553 | $341K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,551 | $340K |
| Traynor Capital Management, Inc. | 0.02% | Add +14.8% | 1,540 | $338K |
| Vantus Wealth LLC | 0.18% | — | 1,534 | $337K |
| Chancellor Financial Group WB LP | 0.21% | Add +1.3% | 1,534 | $337K |
| Post Resch Tallon Group Inc. | 0.23% | No change | 1,533 | $336K |
| Chatterton & Associates Inc. | 0.20% | Reduce -87.9% | 1,539 | $336K |
| Archford Capital Strategies, LLC | 0.03% | No change | 1,532 | $336K |
| Bluesphere Advisors LLC | 0.10% | No change | 1,529 | $336K |
| Private Wealth Asset Management, LLC | 0.03% | Add +29.8% | 1,529 | $336K |
| Sanchez Gaunt Capital Management, LLC | 0.19% | Reduce -68.9% | 1,528 | $335K |
| Zacks Investment Management | 0.00% | Reduce -38.6% | 1,523 | $334K |
| Huntington National Bank | 0.00% | Reduce -5.8% | 1,505 | $330K |
| Timonier Family Office, LTD. | 0.09% | — | 1,499 | $329K |
| Camden National Bank | 0.04% | Add +21.9% | 1,499 | $329K |
| Sanchez Wealth Management Group | 0.06% | Add +16.1% | 1,492 | $327K |
| HM Payson & Co. | 0.00% | Add +80.2% | 1,492 | $327K |
| Van Diest Capital, LLC | 0.29% | Reduce -6.1% | 1,490 | $327K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.13% | New | 1,480 | $325K |
| Westside Investment Management, Inc. | 0.04% | Reduce -29.6% | 1,476 | $324K |
| Exit Wealth Advisors, LLC. | 0.15% | Add +0.2% | 1,475 | $324K |
| Creekside Partners | 0.12% | No change | 1,473 | $323K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -94.0% | 1,486 | $323K |
| Balyasny Asset Management L.P. | 0.00% | New | 1,469 | $322K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +0.1% | 1,461 | $321K |
| Northwest Wealth Advisors, LLC | 0.18% | Add +2.1% | 1,458 | $320K |
| TFO Wealth Partners, LLC | 0.03% | Add +22.3% | 1,453 | $319K |
| Bangor Savings Bank | 0.02% | Reduce -2.5% | 1,451 | $318K |
| RPS Advisory Solutions LLC | 0.21% | Add +1.5% | 1,448 | $318K |
| Traphagen Investment Advisors LLC | 0.02% | Add +7.1% | 1,441 | $316K |
| Whittier Trust Co. | 0.00% | Add +1663.4% | 1,446 | $316K |
| Entelevest, LLC | 0.28% | Add +0.2% | 1,436 | $315K |
| HBE Wealth Management, LLC | 0.22% | No change | 1,424 | $312K |
| Elevate Capital Advisors, LLC | 0.17% | Add +29.8% | 1,415 | $311K |
| MBA Advisors LLC | 0.11% | Add +2.9% | 1,409 | $309K |
| Stonebridge Financial Group, LLC | 0.04% | — | 1,402 | $307K |
| Prasad Wealth Partners, LLC | 0.07% | Add +0.1% | 1,390 | $305K |
| Winthrop Advisory Group LLC | 0.02% | New | 1,388 | $305K |
| Summit Investment Advisory Services, LLC | 0.08% | Add +0.1% | 1,380 | $303K |
| Marshall & Sterling Wealth Advisors Inc. | 0.18% | Reduce -4.2% | 1,377 | $302K |
| Members Trust Co | 0.01% | Reduce -0.1% | 1,374 | $301K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -0.8% | 1,371 | $301K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,367 | $300K |
| Providence Financial Advisors, LLC | 0.17% | No change | 1,355 | $297K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 1,354 | $297K |
| Garde Capital, Inc. | 0.01% | Add +0.4% | 1,354 | $297K |
| SHP Wealth Management | 0.02% | Add +9.9% | 1,353 | $297K |
| WealthBridge Capital Management, LLC | 0.06% | Reduce -3.4% | 1,349 | $296K |
| Fayez Sarofim & Co | 0.00% | Add +17.4% | 1,349 | $296K |
| Longview Financial Advisors LLC | 0.15% | No change | 1,347 | $296K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,346 | $295K |
| M3 Advisory Group, LLC | 0.15% | Add +8.7% | 1,344 | $295K |
| Laurel Oak Wealth Management, LLC | 0.04% | Reduce -8.0% | 1,343 | $295K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -0.1% | 1,336 | $293K |
| Rockbridge Investment Management, LCC | 0.02% | No change | 1,332 | $292K |
| Marex Group Ltd | 0.00% | Add +21.1% | 1,332 | $292K |
| Ascent Wealth Partners, LLC | 0.03% | No change | 1,327 | $291K |
| Relyea Zuckerberg Hanson LLC | 0.02% | No change | 1,319 | $289K |
| Axim Planning & Wealth | 0.41% | Add +9.9% | 1,315 | $288K |
| Two West Capital Advisors LLC | 0.14% | Reduce -78.7% | 1,328 | $288K |
| Marin Bay Wealth Advisors, LLC | 0.15% | New | 1,305 | $286K |
| Verum Partners LLC | 0.04% | Add +3.2% | 1,305 | $286K |
| Allegiance Financial Group Advisory Services LLC | 0.05% | No change | 1,301 | $285K |
| Corundum Group, Inc. | 0.08% | No change | 1,300 | $285K |
| PUREfi Wealth, LLC | 0.16% | Reduce -44.2% | 1,299 | $285K |
| Becker Capital Management Inc. | 0.01% | No change | 1,290 | $283K |
| CVFG LLC | 0.03% | Add +0.2% | 1,287 | $282K |
| Intergy Private Wealth, LLC | 0.07% | New | 1,284 | $282K |
| Ethic Inc. | 0.00% | No change | 1,281 | $281K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -74.3% | 1,279 | $281K |
| Activest Wealth Management | 0.05% | Reduce -22.9% | 1,278 | $280K |
| Cove Private Wealth, LLC | 0.05% | No change | 1,265 | $278K |
| Waterway Wealth Management, LLC | 0.06% | Reduce -37.3% | 1,260 | $277K |
| Rothschild Investment LLC | 0.01% | No change | 1,256 | $276K |
| Leuthold Group, LLC | 0.03% | Add +1.3% | 1,255 | $275K |
| apricus wealth, LLC | 0.13% | No change | 1,254 | $275K |
| CENTRAL TRUST Co | 0.01% | Add +2.4% | 1,249 | $274K |
| FWL Investment Management, LLC | 0.05% | Reduce -3.9% | 1,244 | $273K |
| Sequent Planning LLC | 0.06% | Reduce -41.4% | 1,241 | $272K |
| Hilltop Holdings Inc. | 0.02% | No change | 1,238 | $272K |
| Buck Wealth Strategies, LLC | 0.03% | New | 1,233 | $271K |
| Madson Wealth Advisors Inc | 0.18% | Reduce -48.0% | 1,232 | $270K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 1,232 | $270K |
| Maple Capital Management, Inc. | 0.02% | Reduce -0.8% | 1,227 | $269K |
| Capital Asset Advisory Services LLC | 0.01% | No change | 1,223 | $268K |
| Evermay Wealth Management LLC | 0.03% | No change | 1,223 | $268K |
| Essex Bank | 0.06% | No change | 1,222 | $268K |
| Bridgewealth Advisory Group, LLC | 0.05% | Reduce -3.3% | 1,221 | $268K |
| Precision Wealth Strategies, LLC | 0.08% | Reduce -0.9% | 1,219 | $267K |
| World Equity Group, Inc. | 0.06% | Reduce -69.0% | 1,213 | $267K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -30.4% | 1,215 | $267K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +2.5% | 1,206 | $265K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 1,200 | $263K |
| Idaho Trust Co | 0.08% | No change | 1,195 | $262K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 1,190 | $261K |
| New England Private Wealth Advisors LLC | 0.03% | Add +0.2% | 1,203 | $261K |
| Proactive Wealth Strategies LLC | 0.04% | Reduce -16.2% | 1,186 | $261K |
| Northwest Financial Advisors | 0.03% | Reduce -18.7% | 1,185 | $260K |
| Center For Asset Management LLC | 0.11% | Add +0.2% | 1,178 | $258K |
| Core Wealth Management, Inc. | 0.07% | No change | 1,177 | $258K |
| CX Institutional | 0.01% | Add +1.6% | 1,175 | $258K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,175 | $257K |
| Integrity Wealth Solutions LLC | 0.09% | Reduce -10.1% | 1,167 | $256K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 1,162 | $255K |
| Tortuga Wealth Management, Inc | 0.19% | New | 1,158 | $254K |
| Boyer Financial Services, Inc. | 0.21% | New | 1,160 | $253K |
| Horizon Wealth Management, LLC | 0.03% | Add +0.2% | 1,153 | $253K |
| May Hill Capital, LLC | 0.05% | Reduce -1.5% | 1,148 | $252K |
| Hemenway Trust Co LLC | 0.02% | No change | 1,145 | $251K |
| Capital Investment Management, Inc. | 0.08% | Reduce -84.0% | 1,143 | $251K |
| Ariadne Wealth Management, LP | 0.11% | No change | 1,138 | $250K |
| Sentinel Pension Advisors, LLC | 0.03% | New | 1,137 | $248K |
| ProVise Management Group, LLC | 0.02% | Add +1.7% | 1,128 | $248K |
| Sterling Investment Counsel, LLC | 0.06% | Reduce -47.7% | 1,123 | $246K |
| IFC Advisors LLC | 0.03% | Add +1.7% | 1,119 | $246K |
| Syon Capital LLC | 0.01% | Add +1.5% | 1,114 | $244K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | New | 1,109 | $243K |
| Wealthquest Corp | 0.02% | No change | 1,106 | $243K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,106 | $243K |
| Aspiring Ventures, LLC | 0.06% | Reduce -11.1% | 1,102 | $242K |
| Entrewealth, LLC | 0.09% | New | 1,074 | $242K |
| Aventura Private Wealth, LLC | 0.07% | Reduce -33.7% | 1,096 | $240K |
| Eagle Strategies LLC | 0.02% | New | 1,093 | $240K |
| Vista Investment Partners Ii, LLC | 0.09% | No change | 1,092 | $240K |
| Beacon Capital Management, LLC | 0.04% | Reduce -90.0% | 1,091 | $239K |
| Bawa N Mallick Trust | 0.08% | No change | 1,090 | $239K |
| Certuity, LLC | 0.01% | Add +1.2% | 1,087 | $239K |
| Abound Wealth Management | 0.05% | Add +172.9% | 1,086 | $238K |
| Next Level Private LLC | 0.05% | New | 1,084 | $238K |
| Collaborative Wealth Managment Inc. | 0.10% | Add +2.9% | 1,082 | $237K |
| Torrey-Payne Wealth Management, LLC | 0.19% | Reduce -4.4% | 1,077 | $236K |
| Godfrey Financial Associates, Inc. | 0.18% | Add +12.0% | 1,072 | $235K |
| Evergreen Wealth Partners LLC | 0.14% | Add +0.1% | 1,066 | $234K |
| Lexington Hill Partners, LLC | 0.11% | Add +0.2% | 1,058 | $232K |
| HBK Sorce Advisory LLC | 0.00% | New | 1,029 | $231K |
| Tailwinds Wealth, LLC | 0.14% | New | 1,055 | $231K |
| Pacific Asset Management, LLC | 0.11% | Add +0.2% | 1,050 | $230K |
| Astra Wealth Partners LLC | 0.13% | No change | 1,049 | $230K |
| Atticus Wealth Management, LLC | 0.05% | Reduce -19.4% | 1,048 | $230K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,045 | $229K |
| GWN Securities Inc. | 0.04% | Reduce -62.3% | 1,043 | $229K |
| V2 Financial group LLC | 0.08% | New | 1,038 | $228K |
| Modera Wealth Management, LLC | 0.00% | New | 1,022 | $224K |
| Layline Advisors, LLC | 0.20% | Reduce -19.0% | 1,022 | $224K |
| J.M. Arbour, LLC | 0.19% | Reduce -88.2% | 1,021 | $224K |
| Francis Financial, Inc. | 0.04% | New | 1,021 | $224K |
| MeadowBrook Investment Advisors LLC | 0.18% | No change | 1,016 | $223K |
| Coppell Advisory Solutions LLC | 0.02% | New | 475 | $222K |
| Global Assets Advisory, LLC | 0.05% | New | 1,012 | $222K |
| Atlas Capital Advisors Inc. | 0.02% | Add +115.6% | 1,007 | $221K |
| Element Wealth, LLC | 0.08% | New | 1,003 | $220K |
| Oasis Advisors, LLC | 0.14% | New | 1,002 | $220K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,001 | $220K |
| Western Pacific Wealth Management, LP | 0.20% | No change | 1,000 | $219K |
| Ade, LLC | 0.09% | New | 1,000 | $219K |
| Milestone Investment Advisors LLC | 0.05% | No change | 1,000 | $219K |
| jvl associates llc | 0.06% | New | 995 | $218K |
| CVA Family Office, LLC | 0.02% | No change | 994 | $218K |
| Vanguard National Trust Co | 0.01% | Reduce -23.7% | 993 | $218K |
| Nordwand Advisors, LLC | 0.03% | New | 990 | $217K |
| Wealthcare Capital Partners, LLC | 0.09% | New | 989 | $217K |
| TRUE Private Wealth Advisors | 0.02% | Reduce -39.7% | 987 | $217K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 986 | $216K |
| Calton & Associates, Inc. | 0.03% | Reduce -12.8% | 982 | $215K |
| Platform Technology Partners | 0.04% | New | 980 | $215K |
| Lanark Financial, Inc. | 0.01% | Add +10.7% | 980 | $215K |
| Aegis Wealth Management, Inc. | 0.14% | Reduce -60.4% | 977 | $214K |
| EPG Wealth Management LLC | 0.05% | Add +0.1% | 972 | $213K |
| Seeds Investor LLC | 0.02% | Reduce -55.8% | 971 | $213K |
| Syverson Strege & Co | 0.05% | New | 970 | $213K |
| Sage Capital Advisors,llc | 0.04% | New | 970 | $213K |
| Synergy Financial Group, LTD | 0.15% | New | 965 | $212K |
| American Trust | 0.02% | New | 963 | $211K |
| Howe & Rusling Inc. | 0.01% | Add +1.5% | 962 | $211K |
| FSA Advisors, Inc. | 0.10% | Reduce -9.3% | 962 | $211K |
| Biondo Investment Advisors, LLC | 0.03% | New | 960 | $211K |
| Motco | 0.02% | No change | 960 | $211K |
| Moneywise, Inc. | 0.08% | New | 960 | $211K |
| Able Wealth Management LLC | 0.05% | Reduce -18.6% | 956 | $210K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Add +0.5% | 963 | $209K |
| Vicus Capital | 0.01% | New | 952 | $209K |
| Steigerwald, Gordon & Koch Inc. | 0.02% | No change | 950 | $208K |
| Stratos Investment Management, LLC | 0.01% | New | 948 | $208K |
| Team Financial Group, LLC | 0.09% | Reduce -16.4% | 947 | $208K |
| Fourth Dimension Wealth, LLC | 0.07% | Add +4.1% | 943 | $207K |
| Resolute Wealth Strategies, LLC | 0.08% | New | 939 | $206K |
| Chicago Capital, LLC | 0.00% | New | 935 | $205K |
| Advanced Asset Management Advisors Inc | 0.05% | New | 930 | $204K |
| Waterfront Wealth Inc. | 0.03% | New | 927 | $204K |
| Presilium Private Wealth, LLC | 0.03% | New | 928 | $204K |
| Downshift Financial, LLC | 0.09% | New | 926 | $203K |
| Abound Financial, LLC | 0.08% | No change | 924 | $203K |
| LongView Wealth Management | 0.05% | Reduce -65.1% | 920 | $202K |
| Caldwell Trust Co | 0.02% | Add +12.8% | 908 | $199K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -38.3% | 902 | $198K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.8% | 886 | $194K |
| Clark Wealth Partners | 0.11% | No change | 852 | $187K |
| Key Capital Management, INC | 0.10% | Reduce -71.8% | 846 | $186K |
| CNB Bank | 0.07% | No change | 843 | $185K |
| United Community Bank | 0.06% | No change | 837 | $184K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -18.8% | 823 | $181K |
| Orion Capital Management LLC | 0.06% | Reduce -18.4% | 818 | $179K |
| Clearstead Trust, LLC | 0.02% | No change | 811 | $178K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -11.4% | 780 | $171K |
| Community Financial Services Group, LLC | 0.02% | Reduce -99.0% | 778 | $170K |
| Protective Life Corp. | 1.17% | Reduce -28.6% | 745 | $163K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 745 | $163K |
| Hickory Point Bank & Trust | 0.10% | No change | 737 | $162K |
| Regatta Research & Money Management | 0.15% | — | 729 | $160K |
| Ascentis Independent Advisors | 0.43% | Reduce -97.0% | 726 | $159K |
| Miller Capital Partners, Inc. | 0.06% | No change | 708 | $155K |
| Morling Financial Advisors, LLC | 0.04% | New | 697 | $153K |
| MidFirst Bank | 0.01% | Reduce -9.9% | 681 | $149K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 671 | $147K |
| Bfsg, LLC | 0.01% | No change | 663 | $145K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +3.4% | 675 | $144K |
| Imprint Wealth LLC | 0.58% | Reduce -80.2% | 655 | $144K |
| Navigoe, LLC | 0.07% | No change | 634 | $139K |
| Go Invest LLC | 0.03% | Add +1.6% | 629 | $138K |
| RMG Wealth Management LLC | 0.01% | New | 612 | $138K |
| Banque Transatlantique SA | 0.00% | No change | 615 | $135K |
| Lloyd Advisory Services, LLC. | 0.05% | Reduce -62.1% | 598 | $131K |
| Prosperity Bancshares Inc | 0.08% | Add +3.3% | 592 | $130K |
| Tucker Asset Management LLC | 0.03% | Reduce -3.8% | 584 | $128K |
| Union Savings Bank | 0.05% | No change | 583 | $128K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 578 | $127K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.9% | 576 | $126K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -9.9% | 572 | $126K |
| SJS Investment Consulting Inc. | 0.01% | No change | 571 | $125K |
| Bayban | 0.10% | No change | 570 | $125K |
| Colonial Trust Co / SC | 0.02% | No change | 570 | $125K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -89.7% | 568 | $125K |
| VSM Wealth Advisory, LLC | 0.03% | Reduce -12.4% | 558 | $122K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +1.3% | 548 | $120K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 545 | $120K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 541 | $119K |
| Acropolis Investment Management, LLC | 0.00% | Reduce -32.5% | 540 | $118K |
| Walsh & Associates, LLC | 0.10% | No change | 540 | $118K |
| DecisionPoint Financial, LLC | 0.02% | Add +355.9% | 538 | $118K |
| Signature Resources Capital Management, LLC | 0.05% | Add +4.3% | 536 | $118K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -54.0% | 526 | $115K |
| Operose Advisors LLC | 0.02% | Reduce -30.2% | 524 | $115K |
| Ameriflex Group, Inc. | 0.05% | Reduce -4.3% | 511 | $112K |
| Innovative Asset Advisors Group, LLC | 0.05% | No change | 500 | $110K |
| Realta Investment Advisors | 0.03% | No change | 500 | $110K |
| JNBA Financial Advisors | 0.01% | No change | 499 | $109K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -27.7% | 491 | $108K |
| Angeles Wealth Management, LLC | 0.00% | Add +180.0% | 490 | $108K |
| Winthrop Capital Management, LLC | 0.03% | Add +0.2% | 483 | $106K |
| REAP Financial Group, LLC | 0.02% | No change | 468 | $103K |
| Park Place Capital Corp | 0.02% | No change | 464 | $102K |
| American Capital Advisory, LLC | 0.04% | Add +0.2% | 451 | $99K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 442 | $97K |
| Archer Investment Corp | 0.02% | Add +1060.5% | 441 | $97K |
| Hoey Investments, Inc. | 0.01% | No change | 434 | $95K |
| Sittner & Nelson, LLC | 0.03% | No change | 431 | $95K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.5% | 414 | $91K |
| Gleason Group, Inc. | 0.01% | New | 414 | $91K |
| Capital Advisor Network LLC | 0.11% | Reduce -64.0% | 414 | $91K |
| City Holding Co. | 0.01% | No change | 400 | $88K |
| Silver Grove Financial Group, Inc. | 0.04% | Add +372.5% | 378 | $83K |
| NFSG Corp | 0.01% | Add +0.3% | 378 | $83K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 376 | $83K |
| Compass Financial Management LLC | 0.01% | — | 371 | $82K |
| Markowski Investments | 0.02% | — | 372 | $82K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +46.8% | 370 | $80K |
| Dunhill Financial, LLC | 0.02% | Reduce -0.3% | 361 | $79K |
| Westfuller Advisors, LLC | 0.03% | New | 352 | $77K |
| Founders Capital Management | 0.03% | New | 349 | $77K |
| Delta Asset Management LLC | 0.01% | No change | 346 | $76K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 333 | $73K |
| RHL Group, LLC | 0.06% | No change | 313 | $69K |
| Murphy & Mullick Capital Management Corp | 0.04% | No change | 296 | $65K |
| Millstone Evans Group, LLC | 0.04% | No change | 296 | $65K |
| Tompkins Financial Corp. | 0.00% | Reduce -62.9% | 292 | $64K |
| Parkside Financial Bank & Trust | 0.00% | Add +52.9% | 286 | $63K |
| Mark Sheptoff Financial Planning, LLC | 0.03% | No change | 284 | $62K |
| Bellevue Asset Management, LLC | 0.03% | No change | 282 | $62K |
| Hamilton Point Investment Advisors, LLC | 0.01% | New | 281 | $62K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -21.3% | 281 | $62K |
| Arlington Trust Co LLC | 0.01% | Reduce -48.2% | 280 | $61K |
| Costello Asset Management, INC | 0.02% | Add +10.8% | 278 | $61K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Add +3.0% | 278 | $61K |
| Pittenger & Anderson Inc. | 0.00% | Add +22.5% | 267 | $59K |
| Decker Retirement Planning Inc. | 0.02% | Add +125.9% | 262 | $57K |
| WPG Advisers, LLC | 0.03% | Add +2500.0% | 260 | $57K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 257 | $56K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -83.8% | 255 | $56K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -86.9% | 254 | $56K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -1.6% | 251 | $55K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 253 | $55K |
| Cheviot Value Management, LLC | 0.01% | No change | 249 | $55K |
| Wagner Wealth Management, LLC | 0.01% | New | 248 | $54K |
| BankPlus Trust Department | 0.01% | No change | 244 | $54K |
| Morse Asset Management, Inc | 0.01% | No change | 241 | $53K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 234 | $51K |
| Synergy Investment Management, LLC | 0.01% | Add +100.9% | 231 | $51K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -9.5% | 229 | $50K |
| Nemes Rush Group LLC | 0.00% | No change | 227 | $50K |
| Security National Bank of Sioux City Iowa | 0.02% | New | 222 | $49K |
| Centennial Bank | 0.02% | Add +34.6% | 218 | $48K |
| GGM Financial LLC | 0.02% | Add +0.5% | 212 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | Add +30.3% | 202 | $44K |
| McDonald Partners LLC | 0.01% | New | 197 | $43K |
| Birchwood Financial Partners, Inc. | 0.03% | Reduce -52.0% | 191 | $42K |
| Strive Financial Group ,LLC | 0.02% | Add +1730.0% | 183 | $40K |
| Pin Oak Investment Advisors Inc. | 0.03% | New | 183 | $40K |
| CoreFirst Bank & Trust | 0.02% | No change | 182 | $40K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 176 | $39K |
| Barrett & Company, Inc. | 0.01% | No change | 169 | $37K |
| Wolff Wiese Magana LLC | 0.02% | No change | 168 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 166 | $36K |
| Sims Investment Management, LLC | 0.01% | New | 166 | $36K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 163 | $36K |
| Copia Wealth Management | 0.02% | No change | 160 | $35K |
| Roxbury Financial LLC | 0.03% | No change | 157 | $34K |
| Gables Capital Management Inc. | 0.01% | No change | 154 | $34K |
| Advocate Investing Services LLC | 0.03% | Add +63.4% | 152 | $33K |
| Cornerstone Financial Management LLC | 0.03% | No change | 151 | $33K |
| Ares Financial Consulting, LLC | 0.02% | No change | 151 | $33K |
| Kings Path Partners LLC | 0.01% | No change | 147 | $32K |
| Concord Wealth Partners | 0.00% | New | 146 | $32K |
| Cordant, Inc. | 0.01% | New | 145 | $32K |
| Financial Life Planners | 0.02% | Add +0.7% | 145 | $32K |
| Financial Consulate, Inc. | 0.00% | No change | 143 | $31K |
| Hurley Capital, LLC | 0.02% | Add +0.7% | 140 | $31K |
| Signature Equity Partners, LLC | 0.01% | Reduce -72.2% | 136 | $30K |
| Sawyer & Company, Inc | 0.01% | No change | 128 | $28K |
| GW&K Investment Management, LLC | 0.00% | No change | 128 | $28K |
| Field & Main Bank | 0.01% | No change | 123 | $27K |
| Chesapeake Asset Management LLC | 0.02% | No change | 123 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 122 | $27K |
| Peterson Wealth Management | 0.01% | No change | 122 | $27K |
| Entrust Financial LLC | 0.02% | Reduce -73.6% | 118 | $26K |
| Bay Harbor Wealth Management, LLC | 0.01% | Reduce -99.7% | 117 | $26K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -81.4% | 115 | $25K |
| City State Bank | 0.01% | No change | 114 | $25K |
| Ankerstar Wealth, LLC | 0.02% | No change | 111 | $24K |
| TOP Private Wealth LLC. | 0.02% | — | 111 | $24K |
| MRP Capital Investments, LLC | 0.02% | No change | 109 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 106 | $23K |
| First Horizon Corp. | 0.00% | Reduce -6.4% | 103 | $23K |
| Johnson Financial Group, Inc. | 0.00% | Add +880.0% | 98 | $22K |
| Valued Wealth Advisors LLC | 0.01% | No change | 97 | $21K |
| Financial Management Professionals, Inc. | 0.00% | No change | 89 | $20K |
| Alpine Bank Wealth Management | 0.00% | New | 84 | $18K |
| Valley National Advisers Inc. | 0.00% | No change | 82 | $18K |
| Holos Integrated Wealth LLC | 0.01% | No change | 77 | $17K |
| NBH Bank | 0.01% | — | 75 | $16K |
| MTM Investment Management, LLC | 0.00% | No change | 75 | $16K |
| Virginia Estate & Retirement Planning Advisors Inc. | 0.02% | New | 55 | $16K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 72 | $16K |
| Rogco, LP | 0.00% | No change | 66 | $14K |
| Oakmont Advisory Group, LLC | 0.01% | New | 65 | $14K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -60.7% | 64 | $14K |
| NorthAvenue LLC | 0.01% | Reduce -38.5% | 64 | $14K |
| Y.D. More Investments Ltd | 0.00% | Add +100.0% | 64 | $14K |
| Benson Wealth Management INC | 0.01% | No change | 62 | $14K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 60 | $13K |
| Oakworth Capital, Inc. | 0.00% | Add +391.7% | 59 | $13K |
| Gill Capital Partners, LLC | 0.00% | No change | 58 | $13K |
| Anchor Bay Capital, Inc. | 0.01% | — | 53 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 54 | $12K |
| First Pacific Financial | 0.00% | Add +278.6% | 53 | $12K |
| Dogwood Wealth Management LLC | 0.00% | No change | 50 | $11K |
| Main Street Group, LTD | 0.00% | No change | 50 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 50 | $11K |
| LifeSteps Financial, Inc. | 0.00% | New | 48 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2250.0% | 47 | $10K |
| Meramec Financial Planners, LLC | 0.00% | New | 47 | $10K |
| HighMark Wealth Management LLC | 0.00% | Add +2.2% | 47 | $10K |
| LRI Investments, LLC | 0.00% | Reduce -50.0% | 46 | $10K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -35.7% | 45 | $10K |
| Brooklyn FI, LLC | 0.00% | New | 42 | $9K |
| Parvin Asset Management, LLC | 0.01% | No change | 41 | $9K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 41 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -19.6% | 41 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 41 | $9K |
| Redwood Park Advisors LLC | 0.01% | No change | 40 | $9K |
| Pursuit Wealth Strategies, LLC | 0.01% | No change | 40 | $9K |
| Networth Advisors, LLC | 0.00% | Reduce -88.8% | 37 | $8K |
| PlanVest Financial, Inc | 0.01% | Reduce -61.0% | 37 | $8K |
| Accent Capital Management, LLC | 0.00% | No change | 33 | $7K |
| S&T Bank | 0.00% | No change | 31 | $7K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 29 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 29 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 28 | $6K |
| Montgomery Financial Services LLC | 0.01% | — | 26 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -24.2% | 25 | $5K |
| United Financial Planning Group LLC | 0.00% | Reduce -37.5% | 25 | $5K |
| Security National Bank | 0.00% | Reduce -92.7% | 24 | $5K |
| Logan Capital Management Inc. | 0.00% | — | 23 | $5K |
| Alerus Financial NA | 0.00% | No change | 22 | $5K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 24 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 21 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 21 | $5K |
| Chelsea Counsel Co. | 0.00% | No change | 21 | $5K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 21 | $5K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 20 | $4K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 19 | $4K |
| Fairman Group, LLC | 0.00% | No change | 19 | $4K |
| First Bancorp, Inc | 0.00% | New | 19 | $4K |
| Caitlin John, LLC | 0.00% | No change | 18 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 17 | $4K |
| Optiver Holding B.V. | 0.00% | New | 17 | $4K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 15 | $3K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 14 | $3K |
| Robinswood Financial LLC | 0.00% | No change | 14 | $3K |
| Atwood & Palmer Inc. | 0.00% | No change | 14 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 14 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $3K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 11 | $3K |
| St Germain D J Co. Inc. | 0.00% | Reduce -95.2% | 11 | $2K |
| Essential Partners LLC | 0.00% | No change | 10 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 10 | $2K |
| Front Row Advisors LLC | 0.00% | No change | 9 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 7 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 7 | $2K |
| First United Bank & Trust | 0.00% | New | 10 | $2K |
| IMG Wealth Management, Inc. | 0.00% | New | 6 | $1K |
| Barclays PLC | 0.00% | No change | 4 | $878 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 2 | $441 |
| Crews Bank & Trust | 0.00% | New | 2 | $439 |
| HFM Investment Advisors, LLC | 0.00% | Add +0.0% | 1 | $4 |
"% 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.