iShares MSCI USA Min Vol FacUSMVETF
13F holders, Q1 2024 (March 31)1,170holders
4famous investors
$83.55avg. 13F price*
At the end of Q1 2024, 1,170 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings. The largest holders were Morgan Stanley ($1.9B), Bank of America Corp. ($1.4B) and FMR LLC ($1.4B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares MSCI USA Min Vol Fac
- CUSIP
- 46429B697
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $116.7M |
| Exits | 108 | $120.0M |
Ownership 1,170 holders
| Morgan Stanley | 0.15% | Add +26.6% | 22,520,770 | $1.9B |
| Bank of America Corp. | 0.14% | Reduce -49.6% | 17,297,321 | $1.4B |
| FMR LLC | 0.10% | Reduce -16.6% | 17,198,338 | $1.4B |
| Raymond James & Associates | 0.90% | Reduce -0.8% | 15,949,103 | $1.3B |
| PNC Financial Services Group, Inc. | 0.55% | Add +4.5% | 9,508,376 | $794.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -58.8% | 6,388,566 | $534.0M |
| BlackRock Inc. | 0.01% | Reduce -29.0% | 5,523,744 | $461.7M |
| LPL Financial LLC | 0.24% | Reduce -10.2% | 5,410,158 | $452.2M |
| Raymond James Financial Services Advisors, Inc. | 0.55% | Reduce -4.8% | 4,435,220 | $370.7M |
| JPMorgan Chase & Co. | 0.03% | Reduce -13.7% | 4,076,361 | $340.7M |
| UBS Group AG | 0.11% | Reduce -2.8% | 4,064,972 | $339.8M |
| Wells Fargo & Company | 0.09% | Reduce -6.2% | 4,031,190 | $336.9M |
| Alaska Permanent Fund Corp | 4.86% | Add +4.4% | 3,947,820 | $330.0M |
| Millburn Ridgefield LLC | 8.05% | Reduce -2.8% | 3,476,657 | $290.6M |
| Catalyst Capital Advisors LLC | 7.00% | Reduce -2.8% | 3,476,657 | $290.6M |
| Wealth Enhancement Advisory Services, LLC | 0.69% | Add +31.3% | 3,170,418 | $265.0M |
| Mercer Global Advisors Inc. | 0.67% | Reduce -64.6% | 2,824,481 | $236.1M |
| Northwestern Mutual Wealth Management Co. | 0.23% | Reduce -3.5% | 2,626,961 | $219.6M |
| Ameriprise Financial Inc. | 0.06% | Reduce -38.1% | 2,620,670 | $219.2M |
| Commonwealth Equity Services, LLC | 0.34% | Reduce -7.0% | 2,420,806 | $202.3M |
| Captrust Financial Advisors | 0.70% | Reduce -0.6% | 2,288,815 | $191.3M |
| Cerity Partners LLC | 0.46% | Reduce -1.8% | 2,093,871 | $175.0M |
| Cetera Investment Advisers | 0.37% | Add +270.9% | 1,895,974 | $158.5M |
| Royal Bank of Canada | 0.04% | Reduce -16.2% | 1,842,123 | $154.0M |
| Assetmark, Inc. | 0.43% | Reduce -3.6% | 1,571,833 | $131.4M |
| US Bancorp \de | 0.16% | Reduce -7.0% | 1,369,106 | $114.4M |
| Sei Investments Co. | 0.16% | Reduce -53.4% | 1,306,193 | $109.2M |
| Mariner, LLC | 0.22% | Reduce -5.0% | 1,268,021 | $106.0M |
| Cambridge Investment Research Advisors, Inc. | 0.40% | Reduce -15.2% | 1,240,289 | $103.7M |
| Securian Asset Management, Inc. | 3.02% | Reduce -4.6% | 1,231,762 | $103.0M |
| Osaic Holdings, Inc. | 0.21% | Reduce -40.6% | 1,141,445 | $95.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -20.4% | 1,098,813 | $91.8M |
| Cwm, LLC | 0.44% | Reduce -30.8% | 1,091,387 | $91.2M |
| Brookstone Capital Management | 1.63% | Reduce -6.9% | 1,089,145 | $91.0M |
| Financial Advisors, LLC | 18.80% | Add +0.5% | 1,086,843 | $90.8M |
| Johnson Investment Counsel Inc. | 0.95% | Reduce -0.1% | 1,051,251 | $87.9M |
| Dynasty Wealth Management, LLC | 2.65% | — | 993,616 | $83.0M |
| Quotient Wealth Partners, LLC | 2.80% | Add +22.2% | 939,829 | $78.6M |
| Focus Partners Wealth | 0.64% | Add +492.6% | 935,665 | $78.2M |
| Horizon Investments, LLC | 1.95% | Add +8.4% | 887,353 | $74.2M |
| Integrated Wealth Concepts LLC | 1.05% | Reduce -1.0% | 868,334 | $72.6M |
| Capstone Investment Advisors, LLC | 2.49% | Add +38.4% | 860,729 | $71.9M |
| MML Investors Services, LLC | 0.26% | Reduce -29.5% | 753,490 | $63.0M |
| HighTower Advisors, LLC | 0.10% | Reduce -3.4% | 750,427 | $62.8M |
| Barclays PLC | 0.02% | Add +110.5% | 638,466 | $53.4M |
| Private Advisor Group, LLC | 0.37% | Reduce -5.2% | 620,740 | $51.9M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -25.2% | 614,650 | $51.4M |
| Fragasso Financial Advisors Inc | 3.88% | Add +0.1% | 548,948 | $45.9M |
| Steward Partners Investment Advisory, LLC | 0.50% | Reduce -2.9% | 540,721 | $45.2M |
| Geneos Wealth Management Inc. | 2.00% | Add +0.6% | 521,610 | $43.6M |
| ARS Wealth Advisors Group, LLC | 5.87% | Add +1.6% | 520,398 | $43.5M |
| Allianz Asset Management GmbH | 0.07% | Reduce -13.2% | 518,123 | $43.3M |
| Qube Research & Technologies Ltd | 0.08% | Add +992.3% | 511,085 | $42.7M |
| HSBC Holdings PLC | 0.03% | New | 500,000 | $41.8M |
| Teilinger Capital Ltd. | 17.22% | Add +1400.0% | 480,000 | $40.1M |
| FIL Ltd | 0.04% | No change | 463,861 | $38.8M |
| Glenmede Trust Co. NA | 0.19% | Reduce -0.6% | 458,894 | $38.4M |
| Symmetry Partners, LLC | 2.87% | Reduce -46.5% | 438,136 | $36.6M |
| Pineridge Advisors LLC | 12.54% | Reduce -4.5% | 426,539 | $35.7M |
| Keybank National Association | 0.15% | Reduce -5.3% | 424,523 | $35.5M |
| Stifel Financial Corp. | 0.04% | Reduce -13.9% | 420,082 | $35.1M |
| NewEdge Advisors, LLC | 0.30% | Reduce -14.9% | 411,961 | $34.4M |
| Klingman & Associates, LLC | 2.37% | Reduce -4.2% | 393,734 | $32.9M |
| Truist Financial Corp. | 0.05% | Reduce -20.6% | 379,413 | $31.7M |
| Halpern Financial, Inc. | 9.10% | Reduce -3.9% | 379,088 | $31.3M |
| Equitable Holdings, Inc. | 0.35% | Reduce -2.0% | 371,750 | $31.1M |
| Squarepoint Ops LLC | 0.13% | Reduce -20.1% | 358,885 | $30.0M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -59.8% | 355,089 | $29.7M |
| High Probability Advisors, LLC | 5.47% | Add +1.2% | 352,813 | $29.5M |
| GDS Wealth Management | 3.39% | Reduce -2.2% | 346,097 | $28.9M |
| NorthCoast Asset Management LLC | 0.36% | New | 336,625 | $28.1M |
| Stratos Wealth Partners, LTD. | 0.47% | Reduce -7.5% | 334,237 | $27.9M |
| Rakuten Investment Management, Inc. | 0.20% | Reduce -0.7% | 332,703 | $27.8M |
| Atria Wealth Solutions, Inc. | 0.31% | Reduce -9.8% | 327,508 | $27.4M |
| Kestra Advisory Services, LLC | 0.18% | Add +5.9% | 326,659 | $27.3M |
| MAI Capital Management | 0.28% | Reduce -0.6% | 326,465 | $27.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -22.7% | 323,051 | $27.0M |
| Sovereign Investment Advisors, LLC | 9.27% | Reduce -0.7% | 321,472 | $26.9M |
| Citigroup Inc. | 0.03% | Add +47.7% | 320,840 | $26.8M |
| Vestcor Inc | 0.88% | Reduce -61.0% | 307,127 | $25.7M |
| Apella Capital, LLC | 1.28% | Reduce -2.7% | 309,367 | $25.5M |
| Insight Wealth Strategies, LLC | 3.63% | Add +0.5% | 295,494 | $24.7M |
| Choreo, LLC | 0.62% | Add +1.0% | 288,587 | $24.1M |
| Allianz SE | 0.76% | — | 288,295 | $24.1M |
| Citizens Financial Group Inc. | 0.79% | Reduce -2.9% | 283,933 | $23.7M |
| Facet Wealth, Inc. | 0.79% | Add +42.0% | 286,617 | $23.4M |
| Rehmann Capital Advisory Group | 1.73% | Reduce -1.4% | 278,349 | $23.3M |
| MA Private Wealth | 4.65% | Add +1.6% | 274,510 | $22.9M |
| MV Capital Management, Inc. | 2.61% | Reduce -3.7% | 272,582 | $22.8M |
| Executive Wealth Management, LLC | 1.99% | Add +5.6% | 272,307 | $22.7M |
| Clark Capital Management Group, Inc. | 0.17% | Add +80.0% | 267,218 | $22.3M |
| Capital Advisors, Ltd. LLC | 2.90% | Reduce -2.2% | 266,227 | $22.3M |
| Cornerstone Wealth Management, LLC | 1.76% | Add +0.7% | 259,689 | $21.7M |
| Lineweaver Wealth Advisors, LLC | 5.15% | Reduce -0.6% | 259,259 | $21.7M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -7.4% | 258,142 | $21.6M |
| Summit Wealth Partners, LLC | 4.47% | Reduce -3.9% | 250,648 | $20.9M |
| TD Waterhouse Canada Inc. | 0.16% | Add +10.1% | 240,097 | $20.9M |
| Avantax Advisory Services, Inc. | 0.18% | Reduce -15.2% | 246,439 | $20.6M |
| M&T Bank Corp | 0.07% | Reduce -11.1% | 244,900 | $20.5M |
| Nottingham Advisors, Inc. | 2.50% | Reduce -27.3% | 244,457 | $20.4M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -47.3% | 242,224 | $20.2M |
| Cassia Capital Partners, LLC | 13.13% | Reduce -22.6% | 236,339 | $19.8M |
| Lowe Wealth Advisors, LLC | 9.20% | Reduce -0.4% | 236,292 | $19.7M |
| Journey Advisory Group, LLC | 2.39% | Reduce -2.7% | 231,222 | $19.3M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -39.8% | 230,399 | $19.3M |
| Baron Silver Stevens Financial Advisors, LLC | 3.74% | Reduce -2.1% | 229,656 | $19.2M |
| Raymond James Trust N.A. | 0.46% | Add +4.9% | 227,490 | $19.0M |
| Adaptive Financial Consulting, LLC | 8.32% | Add +1.4% | 223,098 | $18.6M |
| Comerica Bank | 0.08% | Reduce -35.2% | 222,552 | $18.6M |
| Trilogy Capital Inc. | 1.06% | Reduce -6.2% | 220,482 | $18.4M |
| Well Done, LLC | 3.60% | Reduce -4.7% | 218,729 | $18.3M |
| Valmark Advisers, Inc. | 0.31% | Reduce -0.3% | 211,632 | $17.7M |
| Creative Planning | 0.02% | Add +3.2% | 208,859 | $17.5M |
| FFT Wealth Management LLC | 1.49% | No change | 207,455 | $17.3M |
| Stock Yards Bank & Trust Co. | 0.57% | Reduce -9.0% | 205,196 | $17.2M |
| Syntegra Private Wealth Group, LLC | 2.18% | Reduce -0.4% | 202,468 | $16.9M |
| Dakota Wealth Management | 0.41% | Add +1.8% | 196,270 | $16.4M |
| Leelyn Smith, LLC | 3.27% | Reduce -41.8% | 195,620 | $16.3M |
| Ironwood Wealth Management, Inc. | 8.54% | Reduce -0.2% | 200,180 | $16.3M |
| TD Capital Management LLC | 1.71% | Reduce -5.6% | 191,420 | $16.0M |
| Lester Murray Antman dba SimplyRich | 5.12% | Reduce -0.0% | 189,537 | $15.8M |
| Wealth Management Resources, Inc. | 4.34% | Add +1.5% | 185,496 | $15.5M |
| Wealth Advisors of Iowa, LLC | 9.36% | Reduce -42.1% | 184,154 | $15.4M |
| Intrust Bank NA | 1.61% | Reduce -1.0% | 179,313 | $15.0M |
| Armbruster Capital Management, Inc. | 3.11% | Reduce -0.9% | 175,058 | $14.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.0% | 174,041 | $14.5M |
| Leonard Rickey Investment Advisors P.L.L.C. | 3.73% | Add +1.0% | 172,715 | $14.4M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -35.2% | 163,136 | $13.6M |
| AE Wealth Management LLC | 0.15% | Reduce -80.4% | 160,727 | $13.4M |
| Sigma Planning Corp | 0.42% | Add +133.5% | 159,730 | $13.4M |
| Ocean Park Asset Management, LLC | 0.62% | Reduce -17.0% | 157,252 | $13.1M |
| Trinity Wealth Management, LLC | 6.72% | Add +1.8% | 155,746 | $13.0M |
| Cresset Asset Management, LLC | 0.06% | Add +18.9% | 154,307 | $12.9M |
| Summit Global Investments | 0.95% | Add +83.6% | 152,996 | $12.8M |
| White Pine Investment CO | 3.78% | Add +0.4% | 152,979 | $12.8M |
| CreativeOne Wealth, LLC | 0.51% | Add +14.8% | 152,894 | $12.8M |
| Walled Lake Planning & Wealth Management, LLC | 5.24% | Add +5.7% | 152,645 | $12.8M |
| Darrow Company, Inc. | 8.14% | Reduce -4.7% | 148,860 | $12.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -7.2% | 148,514 | $12.4M |
| Lido Advisors, LLC | 0.11% | Reduce -12.7% | 147,379 | $12.3M |
| Axxcess Wealth Management, LLC | 0.34% | Reduce -4.3% | 145,091 | $12.1M |
| Clearstead Advisors, LLC | 0.60% | Reduce -2.9% | 145,967 | $12.1M |
| Custos Family Office, LLC | 6.22% | Add +0.8% | 144,340 | $12.1M |
| Capital Asset Advisory Services LLC | 0.69% | Reduce -1.4% | 145,356 | $12.0M |
| Legacy Financial Advisors, Inc. | 2.14% | Reduce -75.5% | 143,108 | $12.0M |
| Principal Securities, Inc. | 0.37% | Add +7.7% | 143,025 | $12.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.16% | Reduce -20.8% | 142,698 | $11.9M |
| Meridian Wealth Advisors, LLC | 2.15% | Reduce -1.3% | 137,209 | $11.5M |
| Anderson Hoagland & Co. | 1.29% | Add +0.9% | 140,610 | $11.5M |
| Barrett & Company, Inc. | 5.16% | Add +1.6% | 130,374 | $10.9M |
| D.A. Davidson & Co. | 0.10% | Reduce -20.0% | 129,717 | $10.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.59% | Reduce -1.7% | 129,661 | $10.8M |
| Pacific Center for Financial Services | 3.08% | Add +1.3% | 129,261 | $10.8M |
| Foundations Investment Advisors, LLC | 0.28% | Reduce -0.9% | 128,381 | $10.7M |
| Sowell Financial Services LLC | 0.49% | Reduce -4.6% | 124,474 | $10.4M |
| Enzi Wealth | 4.87% | Reduce -4.1% | 129,643 | $10.4M |
| Ancora Advisors LLC | 0.24% | Reduce -3.9% | 123,845 | $10.4M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +150.0% | 139,929 | $10.2M |
| Garrett Wealth Advisory Group, LLC | 4.12% | Reduce -4.3% | 120,362 | $10.1M |
| KilterHowling LLC | 7.05% | Add +2.5% | 120,133 | $10.0M |
| Fortune Financial Advisors, LLC | 6.33% | Reduce -2.4% | 118,942 | $9.9M |
| InterOcean Capital Group, LLC | 0.24% | Add +0.6% | 118,834 | $9.9M |
| Modus Advisors, LLC | 3.67% | Reduce -2.7% | 118,749 | $9.9M |
| Verus Capital Partners, LLC | 1.09% | Reduce -0.6% | 117,502 | $9.8M |
| Birchbrook, Inc. | 5.84% | Add +263.6% | 117,500 | $9.8M |
| Winthrop Capital Management, LLC | 4.52% | Add +0.1% | 117,491 | $9.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 4.19% | Add +10.8% | 116,765 | $9.8M |
| Kwmg, LLC | 1.06% | Add +1.2% | 116,174 | $9.7M |
| Money Concepts Capital Corp. | 0.89% | Add +2.6% | 115,548 | $9.7M |
| Capital Planning LLC | 3.14% | Add +10.3% | 115,202 | $9.6M |
| Park Avenue Securities LLC | 0.12% | Reduce -79.0% | 114,382 | $9.6M |
| Tradition Wealth Management, LLC | 0.96% | Reduce -0.0% | 112,950 | $9.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -8.3% | 110,000 | $9.2M |
| Parallel Advisors, LLC | 0.25% | Reduce -2.7% | 109,788 | $9.2M |
| Brickley Wealth Management | 2.10% | Add +0.0% | 109,457 | $9.1M |
| Running Point Capital Advisors, LLC | 4.07% | Reduce -2.1% | 108,878 | $9.1M |
| Flagship Private Wealth, LLC | 5.83% | Add +49.0% | 108,194 | $9.0M |
| 1900 Wealth Management LLC | 0.82% | Reduce -3.8% | 108,000 | $9.0M |
| Moneco Advisors, LLC | 1.43% | Reduce -3.9% | 107,909 | $9.0M |
| GPS Wealth Strategies Group, LLC | 1.45% | Reduce -11.5% | 107,411 | $9.0M |
| EdgeRock Capital LLC | 7.12% | Reduce -0.1% | 106,985 | $8.9M |
| Aptus Capital Advisors, LLC | 0.19% | Add +5370.2% | 106,340 | $8.9M |
| Ade, LLC | 5.94% | Add +2.6% | 106,131 | $8.9M |
| Aspiriant, LLC | 0.37% | Reduce -3.1% | 106,056 | $8.9M |
| Financial Advocates Investment Management | 0.51% | Add +0.6% | 100,485 | $8.8M |
| Founders Financial Securities LLC | 0.92% | Add +298.3% | 105,182 | $8.8M |
| Nations Financial Group Inc, /Ia/ | 0.72% | Reduce -3.7% | 103,015 | $8.6M |
| First Hawaiian Bank | 0.27% | Reduce -13.7% | 102,762 | $8.6M |
| Bellwether Advisors, LLC | 1.88% | Reduce -0.1% | 102,480 | $8.6M |
| Bay Rivers Group | 4.68% | Reduce -2.3% | 101,887 | $8.5M |
| Gladstone Institutional Advisory LLC | 0.46% | Reduce -2.8% | 101,381 | $8.5M |
| MorganRosel Wealth Management, LLC | 3.00% | Reduce -2.5% | 100,559 | $8.4M |
| Snowden Capital Advisors LLC | 0.26% | Add +23.7% | 98,955 | $8.3M |
| Citadel Advisors | 0.01% | Reduce -28.1% | 98,001 | $8.2M |
| Banco Santander, S.A. | 0.10% | Add +27.6% | 97,999 | $8.2M |
| Shepherd Kaplan Krochuk, LLC | 6.52% | New | 97,690 | $8.2M |
| New England Private Wealth Advisors LLC | 1.42% | Reduce -3.2% | 97,096 | $8.1M |
| Per Stirling Capital Management, LLC. | 1.34% | Add +0.6% | 95,993 | $8.0M |
| Crestwood Advisors Group, LLC | 0.17% | Reduce -3.0% | 94,988 | $7.9M |
| Sheridan Capital Management, LLC | 5.90% | Add +0.7% | 93,705 | $7.8M |
| Blair William & Co. | 0.02% | Add +0.0% | 93,390 | $7.8M |
| Apollon Wealth Management, LLC | 0.25% | Reduce -7.2% | 93,304 | $7.8M |
| Calamos Wealth Management LLC | 0.44% | No change | 92,828 | $7.8M |
| McMorgan & Co. LLC | 1.33% | Add +0.0% | 92,806 | $7.8M |
| Legacy Advisory Services, LLC | 7.13% | Add +11.8% | 90,007 | $7.5M |
| Family Capital Trust Co | 2.57% | Reduce -1.0% | 89,760 | $7.5M |
| Van Hulzen Asset Management, LLC | 0.49% | Add +0.2% | 88,486 | $7.4M |
| Jmac Enterprises LLC | 1.37% | Add +18.2% | 88,218 | $7.4M |
| Smart Money Group LLC | 2.84% | Reduce -4.9% | 90,746 | $7.3M |
| Prospera Financial Services Inc | 0.22% | Reduce -0.0% | 87,313 | $7.3M |
| IHT Wealth Management, LLC | 0.29% | Reduce -7.3% | 86,618 | $7.2M |
| Mayflower Financial Advisors, LLC | 1.21% | Reduce -12.6% | 86,409 | $7.2M |
| Atria Investments, Inc | 0.10% | Reduce -41.0% | 86,369 | $7.2M |
| Wharton Business Group, LLC | 0.34% | Add +0.0% | 84,959 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.36% | Add +7.8% | 84,514 | $7.1M |
| Evergreen Capital Management LLC | 0.26% | Add +5.4% | 83,314 | $7.0M |
| Steward Partners Investment Solutions, LLC | 1.17% | New | 83,204 | $7.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.2% | 82,343 | $6.9M |
| IFG Advisory, LLC | 0.51% | Reduce -10.5% | 81,029 | $6.8M |
| High Net Worth Advisory Group LLC | 2.07% | Reduce -2.3% | 78,750 | $6.6M |
| Merit Financial Group, LLC | 0.16% | Reduce -31.0% | 81,063 | $6.6M |
| L. Roy Papp & Associates, LLP | 0.78% | Add +12.8% | 78,545 | $6.6M |
| Snider Financial Group | 2.72% | Reduce -1.3% | 78,182 | $6.5M |
| Essex Financial Services, Inc. | 0.60% | Add +1.1% | 78,045 | $6.5M |
| Altus Wealth Group LLC | 3.23% | Reduce -7.6% | 77,057 | $6.4M |
| HRT Financial LP | 0.04% | New | 76,404 | $6.4M |
| Moloney Securities Asset Management, LLC | 0.97% | Add +5.7% | 76,168 | $6.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 75,281 | $6.3M |
| ETF Store, Inc. | 3.59% | Add +8.8% | 75,198 | $6.3M |
| NorthRock Partners, LLC | 0.24% | Reduce -7.9% | 73,990 | $6.2M |
| Sequent Asset Management, LLC | 3.21% | Reduce -6.8% | 72,713 | $6.1M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -27.8% | 72,445 | $6.1M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -27.8% | 72,445 | $6.1M |
| Arkansas Financial Group, Inc. | 1.06% | Reduce -3.9% | 72,359 | $6.0M |
| Townsquare Capital LLC | 0.09% | Add +14.6% | 72,053 | $6.0M |
| FDx Advisors, Inc. | 0.91% | Reduce -37.0% | 71,971 | $6.0M |
| Allred Capital Management, LLC | 2.34% | Reduce -1.0% | 71,704 | $6.0M |
| Wells Financial Advisors INC | 4.08% | Reduce -60.6% | 71,585 | $6.0M |
| Perigon Wealth Management, LLC | 0.18% | Reduce -16.2% | 71,032 | $5.9M |
| Investment Advisory Group, LLC | 2.44% | Add +0.4% | 70,493 | $5.9M |
| FAS Wealth Partners, Inc. | 0.52% | Reduce -0.9% | 70,173 | $5.9M |
| Allworth Financial LP | 0.04% | Add +6.6% | 70,073 | $5.9M |
| Able Wealth Management LLC | 5.04% | Add +1.3% | 69,177 | $5.8M |
| EP Wealth Advisors, LLC | 0.07% | Add +0.2% | 69,092 | $5.8M |
| Shore Point Advisors, LLC | 3.30% | Reduce -4.2% | 69,082 | $5.8M |
| Choate Investment Advisors | 0.16% | Add +396.3% | 68,947 | $5.8M |
| Haverford Trust Co | 0.06% | Reduce -1.3% | 68,360 | $5.7M |
| Csenge Advisory Group | 0.32% | Reduce -9.1% | 67,991 | $5.7M |
| Cyndeo Wealth Partners, LLC | 0.47% | Reduce -5.2% | 67,766 | $5.7M |
| Family Manage LLC | 1.04% | Reduce -15.4% | 67,401 | $5.6M |
| Guerra Pan Advisors, LLC | 5.17% | Reduce -8.7% | 66,831 | $5.6M |
| Independent Financial Group, LLC | 0.25% | Add +4.0% | 66,246 | $5.5M |
| Cambridge Associates LLC /Ma/ | 0.29% | No change | 65,881 | $5.5M |
| Kathleen S. Wright Associates Inc. | 2.57% | Reduce -2.6% | 65,250 | $5.5M |
| Mather Group, Llc. | 0.09% | Reduce -2.6% | 69,501 | $5.4M |
| Santori & Peters, Inc. | 2.33% | Reduce -0.8% | 64,496 | $5.4M |
| Beacon Bank & Trust | 1.33% | Add +5.4% | 64,258 | $5.4M |
| Franklin Resources Inc. | 0.00% | Reduce -34.3% | 64,242 | $5.4M |
| Apexium Financial, LP | 0.40% | Reduce -4.1% | 62,853 | $5.3M |
| Financial Life Advisors | 2.19% | Reduce -4.6% | 62,627 | $5.2M |
| Apollon Financial, LLC | 1.78% | Add +1.9% | 61,697 | $5.2M |
| Mandatum Life Insurance Co Ltd | 1.69% | No change | 60,455 | $5.1M |
| Cardinal Strategic Wealth Guidance | 1.90% | Reduce -15.3% | 60,451 | $5.1M |
| Opus Investment Management Inc. | 3.30% | Add +0.3% | 60,433 | $5.1M |
| RHS Financial, LLC | 2.94% | Reduce -5.7% | 60,401 | $5.0M |
| Grayhawk Investment Strategies Inc. | 4.44% | Reduce -13.3% | 60,331 | $5.0M |
| Monterey Private Wealth, Inc. | 2.01% | Reduce -5.0% | 60,028 | $5.0M |
| Diversify Advisory Services, LLC | 0.29% | — | 60,004 | $5.0M |
| Ameritas Advisory Services, LLC | 0.20% | Add +30.2% | 61,194 | $5.0M |
| International City Management Association Retirement Corp | 4.12% | Reduce -35.2% | 58,996 | $4.9M |
| Camden National Bank | 0.87% | Reduce -4.5% | 58,974 | $4.9M |
| Prudential Financial Inc. | 0.01% | Reduce -19.1% | 58,773 | $4.9M |
| Tyler-Stone Wealth Management | 2.14% | Reduce -4.4% | 57,734 | $4.8M |
| Mascoma Wealth Management LLC | 1.37% | Reduce -9.9% | 57,669 | $4.8M |
| Mutual Advisors, LLC | 0.15% | Reduce -10.2% | 57,356 | $4.8M |
| SG Americas Securities, LLC | 0.02% | Add +292.2% | 57,256 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -64.7% | 56,315 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -6.7% | 56,018 | $4.7M |
| HHM Wealth Advisors, LLC | 0.76% | Reduce -2.5% | 55,203 | $4.6M |
| Flow Traders U.S. LLC | 0.25% | New | 55,168 | $4.6M |
| Tacita Capital Inc | 3.18% | Reduce -5.7% | 54,873 | $4.6M |
| Spire Wealth Management | 0.08% | Reduce -11.4% | 54,557 | $4.6M |
| Bowman & Co S.C. | 2.75% | Reduce -4.5% | 54,264 | $4.5M |
| First Citizens Bank & Trust Co. | 0.09% | Reduce -29.7% | 53,964 | $4.5M |
| Kennedy Investment Group, Inc. | 2.40% | Add +4.3% | 53,749 | $4.5M |
| Round Rock Advisors LLC | 1.08% | Reduce -4.0% | 53,721 | $4.5M |
| Inspire Advisors, LLC | 0.62% | Add +1554.0% | 53,705 | $4.5M |
| Modern Wealth Management, LLC | 0.42% | Reduce -0.8% | 53,556 | $4.5M |
| Mgo One Seven LLC | 0.23% | Add +68.5% | 53,053 | $4.4M |
| Fiduciary Trust Co | 0.07% | Reduce -4.5% | 52,973 | $4.4M |
| John W. Brooker & Co., CPAs | 2.35% | Reduce -34.5% | 52,432 | $4.4M |
| Cordatus Wealth Management LLC | 3.16% | Add +0.6% | 52,236 | $4.4M |
| Tompkins Financial Corp. | 0.49% | Reduce -19.0% | 51,955 | $4.3M |
| Acorn Wealth Advisors, LLC | 2.27% | Reduce -0.0% | 51,922 | $4.3M |
| Hoese & Co LLP | 3.96% | Reduce -1.3% | 53,306 | $4.3M |
| CFM Wealth Partners LLC | 0.86% | Reduce -1.0% | 51,404 | $4.3M |
| McNaughton Wealth Management, LLC | 2.34% | Reduce -3.0% | 50,554 | $4.2M |
| Cozad Asset Management Inc. | 0.44% | Reduce -2.5% | 50,417 | $4.2M |
| Montecito Bank & Trust | 0.84% | Reduce -26.1% | 50,340 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.48% | Reduce -16.4% | 50,196 | $4.2M |
| Capital Analysts, LLC | 0.19% | Reduce -0.8% | 48,983 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.26% | Reduce -1.1% | 48,322 | $4.0M |
| Milestone Investment Advisors LLC | 1.09% | Reduce -2.8% | 48,314 | $4.0M |
| Western Wealth Management, LLC | 0.31% | Add +1.2% | 47,977 | $4.0M |
| Gateway Wealth Partners, LLC | 1.43% | Reduce -3.8% | 47,729 | $4.0M |
| Legacy Private Trust Co. | 0.29% | Reduce -3.3% | 46,656 | $3.9M |
| First Heartland Consultants, Inc. | 0.40% | Reduce -5.5% | 46,048 | $3.8M |
| WealthBridge Capital Management, LLC | 1.30% | Add +0.3% | 46,042 | $3.8M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -3.4% | 46,020 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -38.3% | 46,000 | $3.8M |
| BCM Advisors, LLC | 0.97% | Reduce -1.6% | 46,902 | $3.8M |
| Mechanics Bank Trust Department | 0.55% | Reduce -10.3% | 45,115 | $3.8M |
| Commerce Bank | 0.02% | Reduce -5.1% | 44,825 | $3.7M |
| Arrowroot Family Office, LLC | 2.37% | Add +4.3% | 44,256 | $3.7M |
| Retireful, LLC | 1.54% | Reduce -9.5% | 44,209 | $3.7M |
| Sugar Maple Asset Management, LLC | 3.56% | — | 44,183 | $3.7M |
| Advisory Services Network, LLC | 0.08% | Reduce -15.9% | 43,977 | $3.7M |
| Delta Wealth Advisors LLC | 3.79% | — | 43,966 | $3.7M |
| Fidelis Capital Partners, LLC | 0.56% | Add +215.3% | 43,949 | $3.7M |
| Investment Partners, LTD. | 1.63% | Add +0.0% | 43,016 | $3.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +8.8% | 42,841 | $3.6M |
| KM Capital Management Ltd. | 1.97% | Reduce -1.2% | 42,484 | $3.6M |
| One Wealth Advisors, LLC | 0.62% | Reduce -36.5% | 42,423 | $3.5M |
| Brown Wealth Management, LLC | 1.46% | Reduce -3.1% | 42,213 | $3.5M |
| CX Institutional | 0.17% | Reduce -0.1% | 42,055 | $3.5M |
| Brandywine Oak Private Wealth LLC | 0.37% | Reduce -0.8% | 42,014 | $3.5M |
| Cora Capital Advisors LLC | 1.86% | No change | 41,738 | $3.5M |
| Focus Financial Network, Inc. | 0.17% | — | 43,517 | $3.5M |
| Hantz Financial Services, Inc. | 0.07% | Reduce -5.5% | 41,065 | $3.4M |
| Brass Tax Wealth Management, Inc. | 1.79% | — | 41,024 | $3.4M |
| Houlihan Financial Resource Group, Ltd. | 1.52% | Reduce -2.5% | 40,493 | $3.4M |
| Smith, Moore & Co. | 0.36% | Reduce -22.2% | 40,464 | $3.4M |
| Syverson Strege & Co | 1.21% | Reduce -0.8% | 40,177 | $3.4M |
| Muirfield Wealth Advisors LLC | 3.23% | Add +0.3% | 40,061 | $3.3M |
| Keystone Financial Group | 0.49% | Add +12.4% | 39,986 | $3.3M |
| Journey Strategic Wealth LLC | 0.15% | Reduce -54.1% | 39,969 | $3.3M |
| PFG Investments, LLC | 0.20% | Add +61.5% | 39,900 | $3.3M |
| Strategic Point Investment Advisors, LLC | 0.60% | Reduce -1.1% | 39,834 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -41.6% | 39,720 | $3.3M |
| GFG Capital, LLC | 0.85% | Reduce -9.8% | 39,571 | $3.3M |
| Global Retirement Partners, LLC | 0.12% | Reduce -11.9% | 39,078 | $3.3M |
| Sax Wealth Advisors, LLC | 0.38% | Reduce -5.4% | 38,536 | $3.2M |
| Aries Wealth Management | 1.03% | Add +4.1% | 38,139 | $3.2M |
| CGN Advisors LLC | 0.40% | Add +5.1% | 37,945 | $3.2M |
| Regal Investment Advisors LLC | 0.22% | Reduce -27.4% | 37,856 | $3.2M |
| Detalus Advisors, LLC | 1.12% | Reduce -33.3% | 37,754 | $3.2M |
| Confluence Wealth Services, Inc. | 0.28% | Reduce -29.8% | 37,547 | $3.1M |
| Bank of Montreal | 0.00% | Add +15.7% | 37,235 | $3.1M |
| PSI Advisors, LLC | 1.12% | Reduce -55.6% | 37,197 | $3.1M |
| Graham Capital Wealth Management, LLC | 5.62% | New | 37,083 | $3.1M |
| Hibernia Wealth Partners, LLC | 2.11% | Add +0.9% | 37,177 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.20% | Reduce -27.4% | 37,145 | $3.1M |
| Ellis Investment Partners, LLC | 0.67% | Reduce -1.9% | 37,114 | $3.1M |
| Level Four Advisory Services, LLC | 0.17% | No change | 39,522 | $3.1M |
| IFP Advisors, Inc | 0.14% | Reduce -2.6% | 36,833 | $3.1M |
| Wealth Management Partners, LLC | 1.56% | Reduce -3.0% | 36,825 | $3.1M |
| Weaver Consulting Group | 1.14% | Reduce -3.3% | 36,702 | $3.1M |
| Arax Advisory Partners | 0.32% | Reduce -3.2% | 36,611 | $3.1M |
| Foster Group, Inc. | 0.15% | Add +6.7% | 36,476 | $3.0M |
| Yeomans Consulting Group, Inc. | 1.33% | Add +1.0% | 36,267 | $3.0M |
| Connectus Wealth, LLC | 0.08% | Add +704.7% | 36,194 | $3.0M |
| Lincoln National Corp. | 0.05% | Reduce -1.7% | 36,148 | $3.0M |
| Forum Private Client Group LLC | 1.45% | Reduce -20.4% | 35,947 | $3.0M |
| Pallas Capital Advisors LLC | 0.13% | Add +13.0% | 35,923 | $3.0M |
| Cynosure Group, LLC | 0.54% | Add +0.0% | 35,884 | $3.0M |
| Defined Wealth Management, LLC | 2.15% | Reduce -0.1% | 35,765 | $3.0M |
| Cedar Brook Financial Partners, LLC | 0.59% | Reduce -0.6% | 35,705 | $3.0M |
| Tower Research Capital LLC (TRC) | 0.07% | Reduce -39.0% | 35,476 | $3.0M |
| Emerald Advisors, LLC | 0.52% | Add +3.1% | 35,149 | $2.9M |
| Empire Life Investments Inc. | 0.18% | Reduce -18.3% | 34,886 | $2.9M |
| Security Financial Services, INC. | 0.65% | Reduce -66.0% | 34,225 | $2.9M |
| Laidlaw Wealth Management LLC | 1.59% | Reduce -16.7% | 34,003 | $2.8M |
| Composition Wealth, LLC | 0.07% | Add +0.1% | 33,829 | $2.8M |
| 1832 Asset Management L.P. | 0.01% | Reduce -66.5% | 33,820 | $2.8M |
| Stonebrook Private Inc. | 0.82% | Reduce -9.3% | 33,815 | $2.8M |
| Spectrum Wealth Counsel, LLC | 0.34% | Add +1.1% | 33,631 | $2.8M |
| Marino, Stram & Associates LLC | 0.66% | Reduce -4.8% | 33,522 | $2.8M |
| Keebeck Wealth Management | 0.41% | Reduce -30.0% | 33,430 | $2.8M |
| Highview Capital Management LLC | 1.25% | Reduce -19.7% | 33,223 | $2.8M |
| Lodestar Private Asset Management LLC | 0.39% | Reduce -1.3% | 32,996 | $2.8M |
| Strategic Blueprint, LLC | 0.20% | Reduce -47.2% | 32,851 | $2.7M |
| Signaturefd, LLC | 0.06% | Reduce -2.8% | 32,293 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -13.3% | 32,292 | $2.7M |
| Ascent Group, LLC | 0.24% | Reduce -3.2% | 32,165 | $2.7M |
| Petix & Botte Co | 0.67% | Reduce -51.0% | 32,082 | $2.7M |
| Visionary Wealth Advisors | 0.18% | Reduce -5.1% | 31,892 | $2.7M |
| Tanglewood Legacy Advisors, LLC | 1.31% | Reduce -2.6% | 31,889 | $2.7M |
| Curtis Advisory Group, LLC | 1.03% | Reduce -8.7% | 31,759 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -11.7% | 31,692 | $2.6M |
| International Assets Investment Management, LLC | 0.27% | Reduce -12.4% | 31,191 | $2.6M |
| Pension & Wealth Management Advisors, Inc. | 1.69% | Reduce -2.9% | 30,699 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -2.7% | 30,574 | $2.6M |
| VitalStone Financial, LLC | 1.95% | Add +30118.8% | 30,521 | $2.6M |
| Icon Wealth Advisors, LLC | 0.23% | Reduce -55.8% | 30,259 | $2.5M |
| Buttonwood Financial Group, LLC | 1.49% | Reduce -46.2% | 30,209 | $2.5M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -1.6% | 30,067 | $2.5M |
| Householder Group Estate & Retirement Specialist, LLC | 0.74% | Reduce -13.4% | 29,943 | $2.5M |
| Bernardo Wealth Planning LLC | 0.69% | Reduce -3.2% | 29,626 | $2.5M |
| Diversified, LLC | 0.34% | Reduce -5.4% | 29,334 | $2.5M |
| 180 Wealth Advisors, LLC | 0.44% | Reduce -4.4% | 29,272 | $2.4M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -8.7% | 29,227 | $2.4M |
| Johnson Financial Group, Inc. | 0.13% | Reduce -4.1% | 29,174 | $2.4M |
| Gries Financial LLC | 0.41% | Reduce -49.8% | 29,086 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.19% | Add +2.5% | 28,996 | $2.4M |
| Mosaic Family Wealth Partners, LLC | 0.40% | Add +3.6% | 28,971 | $2.4M |
| Sugarloaf Wealth Management, LLC | 0.50% | Add +0.0% | 28,918 | $2.4M |
| Summit Trail Advisors, LLC | 0.06% | Add +93.4% | 28,793 | $2.4M |
| Ballew Advisors, Inc | 1.66% | Reduce -0.3% | 29,522 | $2.4M |
| Carr Financial Group Corp | 0.80% | Add +10.5% | 28,711 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.26% | Reduce -4.0% | 28,487 | $2.4M |
| ACT Advisors, LLC. | 1.27% | Reduce -8.3% | 27,718 | $2.3M |
| JMG Financial Group, Ltd. | 0.09% | No change | 27,560 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -2.0% | 27,555 | $2.3M |
| Bell Investment Advisors, Inc | 0.45% | Reduce -9.3% | 27,295 | $2.3M |
| Summit Investment Advisory Services, LLC | 1.33% | Reduce -1.0% | 26,900 | $2.2M |
| CoreCap Advisors, LLC | 0.12% | Reduce -9.6% | 26,820 | $2.2M |
| Cypress Wealth Services, LLC | 0.52% | Reduce -44.6% | 26,791 | $2.2M |
| Safeguard Investment Advisory Group, LLC | 0.75% | Reduce -11.8% | 26,576 | $2.2M |
| MGB Wealth Management, LLC | 0.90% | Reduce -1.7% | 26,572 | $2.2M |
| Friedenthal Financial | 1.36% | Reduce -9.8% | 26,540 | $2.2M |
| Harbour Investments, Inc. | 0.08% | Reduce -27.6% | 26,433 | $2.2M |
| Roof Eidam Maycock Peralta, LLC | 0.60% | No change | 26,095 | $2.2M |
| WT Wealth Management | 0.77% | Reduce -2.2% | 25,703 | $2.1M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -28.4% | 25,732 | $2.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.85% | No change | 25,611 | $2.1M |
| Sweet Financial Partners, LLC | 0.49% | No change | 25,568 | $2.1M |
| Hilltop Partners LLC | 0.76% | Reduce -0.1% | 25,403 | $2.1M |
| Trustmark Bank Trust Department | 0.17% | Reduce -18.9% | 25,392 | $2.1M |
| Levy Wealth Management Group, LLC | 0.59% | No change | 27,086 | $2.1M |
| Tolleson Wealth Management, Inc. | 0.41% | Reduce -7.5% | 25,242 | $2.1M |
| Advocacy Wealth Management, LLC | 0.18% | Reduce -83.1% | 24,807 | $2.1M |
| Saxon Interests, Inc. | 0.98% | Reduce -16.2% | 24,531 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.34% | Reduce -68.5% | 24,212 | $2.0M |
| Shepherd Financial Partners LLC | 0.26% | Add +0.3% | 24,100 | $2.0M |
| Diversified Trust Co. | 0.06% | Reduce -1.8% | 23,785 | $2.0M |
| Arcus Capital Partners, LLC | 0.63% | Reduce -9.1% | 23,691 | $2.0M |
| Ergawealth Advisors, Inc. | 1.09% | Reduce -16.2% | 23,687 | $2.0M |
| Granite FO LLC | 1.15% | Reduce -1.1% | 21,735 | $2.0M |
| Atlas Private Wealth Management, LLC | 0.82% | Reduce -6.5% | 23,446 | $2.0M |
| Compound Planning, Inc. | 0.18% | Reduce -22.0% | 23,336 | $2.0M |
| HB Wealth Management, LLC | 0.02% | Add +15.0% | 22,773 | $1.9M |
| VERITY Wealth Advisors | 1.46% | Reduce -2.8% | 22,733 | $1.9M |
| Archford Capital Strategies, LLC | 0.32% | Reduce -1.1% | 22,716 | $1.9M |
| Fortis Group Advisors, LLC | 0.35% | Reduce -10.2% | 22,605 | $1.9M |
| PCA Investment Advisory Services Inc. | 1.04% | Add +3.8% | 22,232 | $1.9M |
| CPC Advisors, LLC | 0.32% | Reduce -2.4% | 22,198 | $1.9M |
| Avior Wealth Management, LLC | 0.09% | Reduce -2.1% | 22,107 | $1.8M |
| IRON Financial LLC | 1.02% | Reduce -2.3% | 21,890 | $1.8M |
| Magnolia Capital Advisors LLC | 1.53% | Reduce -5.5% | 22,722 | $1.8M |
| Signet Financial Management, LLC | 0.25% | Reduce -0.6% | 21,878 | $1.8M |
| Dohj, LLC | 0.48% | Reduce -1.1% | 21,809 | $1.8M |
| Marcum Wealth, LLC | 0.18% | Reduce -0.2% | 21,801 | $1.8M |
| Forthright Family Wealth Advisory LLC | 1.22% | Add +4.6% | 21,798 | $1.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -1.5% | 21,790 | $1.8M |
| Almanack Investment Partners, LLC. | 0.31% | Add +6.0% | 21,633 | $1.8M |
| Centurion Wealth Management LLC | 0.71% | Reduce -20.0% | 21,632 | $1.8M |
| Shufro Rose & Co. LLC | 0.15% | Reduce -10.0% | 21,630 | $1.8M |
| Cary Street Partners Investment Advisory LLC | 0.08% | Add +93.3% | 21,535 | $1.8M |
| Nwam LLC | 0.14% | Reduce -37.5% | 21,744 | $1.8M |
| Stephens Inc. | 0.03% | Reduce -1.9% | 21,217 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.22% | Reduce -32.4% | 21,002 | $1.8M |
| Fort Point Capital Partners LLC | 0.24% | Reduce -0.2% | 20,905 | $1.7M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -32.5% | 20,674 | $1.7M |
| Townsend Asset Management Corp. /NC/ | 0.69% | Add +194.4% | 20,649 | $1.7M |
| Ascent Wealth Partners, LLC | 0.26% | Add +282.7% | 20,618 | $1.7M |
| Vanguard Group Inc. | 0.00% | Reduce -6.3% | 20,570 | $1.7M |
| Wetzel Investment Advisors, Inc. | 1.01% | Reduce -9.0% | 21,460 | $1.7M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -8.7% | 20,215 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +558.9% | 20,190 | $1.7M |
| Waverly Advisors, LLC | 0.04% | Add +607.5% | 20,165 | $1.7M |
| Kaydan Wealth Management, Inc. | 0.57% | Reduce -2.5% | 20,020 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +18.7% | 19,737 | $1.6M |
| Private Trust Co. NA | 0.18% | Reduce -3.1% | 19,691 | $1.6M |
| Park Place Capital Corp | 0.58% | Reduce -0.6% | 19,520 | $1.6M |
| Manchester Capital Management LLC | 0.20% | No change | 19,400 | $1.6M |
| Signal Advisors Wealth, LLC | 0.40% | Add +7.7% | 19,367 | $1.6M |
| Millennium Management | 0.00% | Reduce -63.3% | 19,230 | $1.6M |
| TBH Global Asset Management, LLC | 0.32% | Reduce -22.3% | 19,226 | $1.6M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 19,212 | $1.6M |
| BCGM Wealth Management, LLC | 0.57% | Add +0.3% | 19,053 | $1.6M |
| Absolute Capital Management, LLC | 1.01% | Reduce -9.2% | 18,977 | $1.6M |
| Prostatis Group LLC | 0.60% | New | 18,976 | $1.6M |
| Guidance Point Advisors, LLC | 0.53% | New | 18,806 | $1.6M |
| Andina Capital Management, LLC | 1.21% | Add +6.7% | 18,503 | $1.5M |
| Delos Wealth Advisors, LLC | 1.74% | Add +10839.6% | 18,488 | $1.5M |
| Welch & Forbes LLC | 0.02% | Add +28.6% | 18,445 | $1.5M |
| PFG Advisors | 0.11% | Reduce -7.7% | 18,296 | $1.5M |
| Berger Financial Group, Inc | 0.13% | Reduce -3.6% | 18,294 | $1.5M |
| Black Diamond Financial, LLC | 0.41% | No change | 19,473 | $1.5M |
| Capital Market Strategies LLC | 1.16% | Reduce -2.3% | 18,116 | $1.5M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.62% | Reduce -2.7% | 17,931 | $1.5M |
| Renasant Bank | 1.06% | No change | 17,768 | $1.5M |
| Client 1ST Advisory Group, LLC | 0.66% | Reduce -17.2% | 17,698 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 17,656 | $1.5M |
| Ewa, LLC | 0.66% | Reduce -84.6% | 17,802 | $1.5M |
| Sapient Capital LLC | 0.03% | No change | 17,586 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -33.8% | 17,306 | $1.4M |
| Strategy Asset Managers LLC | 0.31% | Reduce -3.6% | 17,267 | $1.4M |
| Sachetta, LLC | 0.68% | No change | 18,394 | $1.4M |
| Roman Butler Fullerton & Co. | 0.54% | Reduce -2.6% | 17,636 | $1.4M |
| NWF Advisory Services Inc. | 0.24% | Reduce -0.9% | 16,930 | $1.4M |
| Columbus Macro, LLC | 0.53% | Add +0.6% | 16,772 | $1.4M |
| Eagle Strategies LLC | 0.31% | New | 16,769 | $1.4M |
| Caprock Group, LLC | 0.08% | Reduce -3.0% | 16,723 | $1.4M |
| Liberty Wealth Management LLC | 0.27% | Reduce -57.6% | 16,715 | $1.4M |
| Verdence Capital Advisors LLC | 0.13% | Reduce -0.1% | 16,641 | $1.4M |
| Sweeney & Michel, LLC | 0.61% | — | 16,699 | $1.4M |
| Center For Asset Management LLC | 1.13% | Add +3.5% | 16,538 | $1.4M |
| CCG Wealth Management, LLC | 0.83% | No change | 16,518 | $1.4M |
| First Citizens Financial Corp | 0.81% | Add +0.3% | 16,235 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.34% | Reduce -6.4% | 16,198 | $1.4M |
| Tranquilli Financial Advisor LLC | 0.90% | Reduce -3.5% | 16,116 | $1.3M |
| Strategic Investment Advisors / MI | 0.17% | Add +2.6% | 16,081 | $1.3M |
| First Financial Bank - Trust Division | 0.13% | Reduce -85.9% | 16,014 | $1.3M |
| Mattern Wealth Management LLC | 0.32% | Reduce -3.8% | 15,981 | $1.3M |
| Vermillion & White Wealth Management Group, LLC | 1.06% | Add +32.9% | 15,859 | $1.3M |
| New Insight Wealth Advisors | 0.83% | Reduce -0.3% | 15,814 | $1.3M |
| First Business Financial Services, Inc. | 0.14% | No change | 15,793 | $1.3M |
| Lanark Financial, Inc. | 0.12% | Reduce -5.2% | 15,735 | $1.3M |
| Southland Equity Partners LLC | 0.37% | Reduce -1.0% | 15,709 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -4.0% | 15,705 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Add +87.2% | 15,683 | $1.3M |
| Intellectus Partners, LLC | 0.35% | Add +6.5% | 15,668 | $1.3M |
| Sage Mountain Advisors LLC | 0.14% | Reduce -0.3% | 15,632 | $1.3M |
| Goldstone Financial Group, LLC | 0.30% | Reduce -7.9% | 15,608 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -6.2% | 15,582 | $1.3M |
| 9258 Wealth Management, LLC | 0.20% | No change | 15,494 | $1.3M |
| Keystone Wealth Services, LLC | 0.42% | Reduce -1.7% | 15,470 | $1.3M |
| Centaurus Financial, Inc. | 0.09% | Reduce -22.6% | 15,409 | $1.3M |
| Perennial Investment Advisors, LLC | 0.20% | Reduce -4.1% | 15,404 | $1.3M |
| Centric Wealth Management | 0.41% | Reduce -0.3% | 16,000 | $1.3M |
| Tranquility Partners, LLC | 0.49% | Reduce -0.2% | 15,304 | $1.3M |
| Creekmur Asset Management LLC | 0.44% | Reduce -26.9% | 15,291 | $1.3M |
| Jacobi Capital Management LLC | 0.12% | Add +0.4% | 15,218 | $1.3M |
| New Century Financial Group, LLC | 0.88% | Add +4.3% | 15,131 | $1.3M |
| Ridgewood Investments LLC | 0.66% | Reduce -3.7% | 14,928 | $1.2M |
| Kelly Financial Services LLC | 0.48% | Reduce -49.6% | 14,908 | $1.2M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.0% | 14,874 | $1.2M |
| Retirement Planning Group, LLC | 0.09% | Reduce -5.5% | 14,803 | $1.2M |
| Old North State Trust, LLC | 1.03% | — | 14,605 | $1.2M |
| Atlas Private Wealth Advisors | 0.41% | Reduce -52.6% | 14,595 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +9612.0% | 14,568 | $1.2M |
| McDonald Partners LLC | 0.33% | Reduce -0.2% | 14,500 | $1.2M |
| Elevate Wealth Advisory, Inc. | 1.05% | Reduce -1.0% | 14,475 | $1.2M |
| Whittier Trust Co. | 0.02% | No change | 14,411 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.25% | Reduce -65.9% | 15,005 | $1.2M |
| Dravo Bay LLC | 0.71% | Add +5.5% | 14,324 | $1.2M |
| Hartline Investment Corp./ | 0.21% | New | 14,312 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.21% | Add +5.7% | 14,312 | $1.2M |
| Nova R Wealth, Inc. | 0.62% | Add +0.2% | 14,176 | $1.2M |
| WBH Advisory Inc. | 0.12% | Reduce -6.0% | 14,085 | $1.2M |
| Arkadios Wealth Advisors | 0.09% | Reduce -2.9% | 14,048 | $1.2M |
| Avestar Capital, LLC | 0.13% | Add +122.0% | 14,027 | $1.2M |
| Natixis Advisors, LLC | 0.00% | Add +15.9% | 13,939 | $1.2M |
| Yarger Wealth Strategies, LLC | 0.79% | Add +0.6% | 13,919 | $1.2M |
| Stephen J. Garry & Associates, LLC | 1.20% | Reduce -3.1% | 13,903 | $1.2M |
| Advisor Resource Council | 0.49% | Add +130.3% | 13,972 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.23% | No change | 14,380 | $1.2M |
| Inscription Capital, LLC | 0.19% | No change | 13,776 | $1.2M |
| AQR Capital Management | 0.00% | New | 13,640 | $1.1M |
| Beacon Financial Advisory LLC | 0.55% | Reduce -27.1% | 13,631 | $1.1M |
| RFG Advisory, LLC | 0.04% | Reduce -40.8% | 13,504 | $1.1M |
| Eq LLC | 0.69% | Reduce -46.3% | 13,466 | $1.1M |
| Certus Wealth Management, LLC | 0.89% | Reduce -32.4% | 13,811 | $1.1M |
| West Wealth Group, LLC | 0.41% | Reduce -70.3% | 13,401 | $1.1M |
| CFO4Life Group, LLC | 0.20% | Reduce -4.3% | 13,247 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.16% | Reduce -25.9% | 13,019 | $1.1M |
| Eudaimonia Partners, LLC | 0.26% | Reduce -16.9% | 12,903 | $1.1M |
| Peddock Capital Advisors, LLC | 0.28% | No change | 12,840 | $1.1M |
| Summit X, LLC | 0.27% | Reduce -2.0% | 12,617 | $1.1M |
| Fisher Asset Management | 0.00% | Add +195.4% | 12,524 | $1.0M |
| Wealth Management Associates, Inc. | 0.49% | Add +1.6% | 12,378 | $1.0M |
| Good Life Advisors, LLC | 0.09% | Add +126.7% | 12,387 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -11.2% | 12,373 | $1.0M |
| Goldstein Advisors, LLC | 0.18% | Reduce -2.1% | 12,351 | $1.0M |
| Concentrum Wealth Management | 0.47% | No change | 12,300 | $1.0M |
| LongView Wealth Management | 0.40% | Reduce -7.9% | 12,175 | $1.0M |
| Armstrong Advisory Group, Inc. | 0.10% | No change | 13,020 | $1.0M |
| Forefront Analytics, LLC | 0.49% | Reduce -0.3% | 12,110 | $1.0M |
| High Falls Advisors, Inc | 0.25% | Reduce -61.0% | 12,088 | $1.0M |
| Schrum Private Wealth Management LLC | 0.91% | Add +20.3% | 12,025 | $1.0M |
| Destiny Wealth Partners, LLC | 0.18% | Add +18.7% | 11,909 | $995K |
| Community Bank, N.A. | 0.13% | Reduce -88.6% | 11,585 | $968K |
| Kathmere Capital Management, LLC | 0.11% | Add +0.5% | 11,574 | $967K |
| Market Street Wealth Management Advisors LLC | 0.17% | Reduce -22.8% | 11,555 | $966K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.3% | 11,549 | $965K |
| Avaii Wealth Management, LLC | 0.56% | Add +0.3% | 11,466 | $958K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -28.9% | 11,422 | $955K |
| Sound View Wealth Advisors Group, LLC | 0.10% | Reduce -15.5% | 11,371 | $950K |
| ShoreHaven Wealth Partners, LLC | 0.51% | Reduce -42.5% | 11,176 | $934K |
| Sovereign Financial Group, Inc. | 0.25% | Reduce -23.4% | 11,173 | $934K |
| Central Pacific Bank - Trust Division | 0.12% | — | 11,118 | $926K |
| Apeiron RIA LLC | 0.27% | Reduce -65.4% | 11,050 | $924K |
| C2C Wealth Management, LLC | 0.91% | Add +0.5% | 10,965 | $916K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Add +0.4% | 10,949 | $915K |
| Soltis Investment Advisors LLC | 0.10% | Add +17.8% | 10,940 | $914K |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.4% | 10,936 | $914K |
| StoneX Group Inc. | 0.08% | Reduce -10.8% | 10,895 | $911K |
| GW Henssler & Associates Ltd. | 0.05% | Add +1.3% | 10,850 | $907K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +25.4% | 10,826 | $905K |
| Lincoln Capital LLC | 0.20% | Reduce -1.7% | 10,811 | $904K |
| TNF LLC | 0.36% | Reduce -65.4% | 11,054 | $899K |
| Intelligence Driven Advisers, LLC | 0.13% | Reduce -23.9% | 10,748 | $898K |
| GeoWealth Management, LLC | 0.03% | Reduce -71.9% | 10,694 | $894K |
| Financial Counselors Inc. | 0.01% | Reduce -8.3% | 10,673 | $892K |
| Advisory Alpha, LLC | 0.04% | Reduce -1.7% | 10,648 | $890K |
| ProVise Management Group, LLC | 0.08% | Reduce -25.9% | 10,644 | $890K |
| Oxinas Partners, LLC | 0.58% | Add +0.9% | 10,630 | $888K |
| Alta Wealth Advisors LLC | 0.45% | Reduce -1.6% | 10,628 | $888K |
| Mosley Wealth Management | 0.83% | Reduce -1.2% | 10,616 | $887K |
| LS Investment Advisors, LLC | 0.14% | Reduce -9.2% | 10,607 | $887K |
| Moors & Cabot, Inc. | 0.05% | Reduce -2.2% | 10,566 | $883K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -0.3% | 10,476 | $876K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -8.3% | 10,422 | $871K |
| Advus Financial Partners, LLC | 0.26% | Reduce -15.8% | 10,224 | $855K |
| Private Wealth Group, LLC | 0.44% | No change | 10,207 | $853K |
| First Trust Direct Indexing L.P. | 0.06% | New | 10,207 | $853K |
| O'Brien Wealth Partners LLC | 0.20% | No change | 10,190 | $852K |
| KOM Wealth Management Group, LLC | 0.84% | Reduce -1.1% | 10,189 | $852K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.5% | 10,158 | $849K |
| Brighton Jones LLC | 0.03% | Add +4.8% | 10,091 | $843K |
| Financial Sense Advisors, Inc. | 0.30% | Reduce -12.1% | 10,076 | $842K |
| Smartleaf Asset Management LLC | 0.16% | Reduce -0.4% | 10,029 | $836K |
| ONE Advisory Partners, LLC | 0.41% | Reduce -75.2% | 9,972 | $833K |
| Provident Wealth Management, LLC | 0.31% | Reduce -1.6% | 9,959 | $832K |
| Etfidea, LLC | 0.28% | Add +109.2% | 9,796 | $819K |
| waypoint wealth counsel | 0.63% | Reduce -5.3% | 9,794 | $819K |
| Northwest Financial Advisors | 0.90% | Reduce -7.6% | 9,787 | $818K |
| Scotia Capital Inc. | 0.00% | Add +1.5% | 9,741 | $814K |
| FF Advisors,LLC | 0.56% | No change | 9,735 | $814K |
| West Michigan Advisors, LLC | 0.26% | Add +2.9% | 9,732 | $813K |
| Greenleaf Trust | 0.01% | Reduce -1.3% | 9,724 | $813K |
| Stonehearth Capital Management, LLC | 0.37% | Reduce -0.3% | 9,691 | $810K |
| Meitav Investment House Ltd. | 0.02% | Reduce -2.0% | 9,688 | $810K |
| Alterna Wealth Management, Inc. | 0.65% | Reduce -14.0% | 9,576 | $800K |
| Gen-Wealth Partners Inc | 0.40% | — | 9,548 | $798K |
| Glenview Trust Co | 0.02% | Add +4.0% | 9,546 | $798K |
| Austin Private Wealth, LLC | 0.09% | Reduce -86.8% | 9,603 | $794K |
| Summit Financial, LLC | 0.05% | Add +13.6% | 9,350 | $781K |
| Iowa State Bank | 0.17% | Reduce -3.9% | 9,213 | $770K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -32.0% | 9,211 | $770K |
| Investment Partners Asset Management, Inc. | 0.69% | Reduce -0.3% | 9,185 | $768K |
| Castle Rock Wealth Management, LLC | 0.21% | Add +0.0% | 9,470 | $761K |
| Higgins & Schmidt Wealth Strategies LLC | 0.56% | Reduce -1.4% | 9,083 | $759K |
| Midwest Financial Group LLC | 0.51% | Reduce -4.8% | 8,991 | $752K |
| Veery Capital, LLC | 0.30% | Reduce -18.0% | 8,888 | $743K |
| Bryant Woods Investment Advisors, LLC | 0.44% | Reduce -22.9% | 8,831 | $738K |
| One Wealth Management Investment & Advisory Services, LLC | 0.30% | Reduce -49.4% | 8,711 | $728K |
| Sensible Money, LLC | 0.39% | No change | 8,606 | $719K |
| Fiduciary Group, LLC | 0.08% | No change | 8,579 | $717K |
| Consolidated Portfolio Review Corp | 0.19% | Reduce -0.9% | 8,520 | $712K |
| MBE Wealth Management, LLC | 0.44% | Reduce -6.4% | 8,481 | $709K |
| Tennessee Valley Asset Management Partners | 0.17% | Add +0.1% | 8,385 | $701K |
| Garde Capital, Inc. | 0.05% | No change | 8,350 | $697K |
| W Advisors, LLC | 0.48% | Reduce -26.5% | 8,338 | $697K |
| Maripau Wealth Management LLC | 0.52% | Reduce -27.7% | 8,232 | $688K |
| E&G Advisors, LLC | 0.21% | No change | 8,134 | $680K |
| Fifth Third Bancorp | 0.00% | Reduce -56.1% | 8,105 | $677K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.3% | 8,104 | $677K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 8,087 | $676K |
| Wagner Wealth Management, LLC | 0.21% | Add +0.1% | 8,061 | $674K |
| AIMZ Investment Advisors, LLC | 0.25% | No change | 8,024 | $671K |
| Bessemer Group Inc. | 0.00% | Reduce -0.3% | 8,010 | $670K |
| BCS Wealth Management | 0.21% | Reduce -16.7% | 8,007 | $669K |
| Dorsey & Whitney Trust CO LLC | 0.05% | No change | 7,963 | $666K |
| Berkeley, Inc | 0.40% | Add +6.4% | 7,952 | $665K |
| Twelve Points Wealth Management LLC | 0.24% | Reduce -5.0% | 7,940 | $664K |
| NewEdge Wealth, LLC | 0.01% | Add +10.3% | 8,182 | $660K |
| Joseph Group Capital Management | 0.33% | Reduce -1.6% | 7,878 | $658K |
| Foguth Wealth Management, LLC. | 0.35% | — | 7,876 | $658K |
| Cassaday & Co Wealth Management LLC | 0.02% | No change | 7,866 | $657K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -47.9% | 7,820 | $654K |
| Obsidian Cio, LLC | 0.16% | Reduce -4.3% | 7,784 | $651K |
| Lee Financial Group Hawaii, Inc. | 0.51% | Add +0.4% | 7,802 | $650K |
| Cidel Asset Management Inc. | 0.05% | Reduce -0.3% | 7,710 | $644K |
| Advisors Capital Management, LLC | 0.01% | Reduce -13.6% | 7,639 | $639K |
| Valley Forge Investment Consultants Inc. Adv | 0.25% | Reduce -2.1% | 7,628 | $638K |
| Stone House Investment Management, LLC | 0.15% | Reduce -58.0% | 7,567 | $632K |
| 4J Wealth Management LLC | 0.54% | No change | 7,517 | $628K |
| CENTRAL TRUST Co | 0.02% | Add +1072.2% | 7,514 | $628K |
| Greater Midwest Financial Group, LLC | 0.39% | Add +0.4% | 7,500 | $627K |
| PDS Planning, Inc | 0.07% | Add +0.1% | 7,490 | $626K |
| StrongBox Wealth, LLC | 0.33% | Add +3.4% | 7,475 | $625K |
| Vista Capital Partners, Inc. | 0.08% | No change | 7,377 | $617K |
| Emfo, LLC | 0.56% | No change | 7,362 | $615K |
| Traphagen Investment Advisors LLC | 0.07% | Reduce -0.3% | 7,343 | $614K |
| Cornell Pochily Investment Advisors, Inc. | 0.24% | Reduce -33.0% | 7,314 | $611K |
| My Legacy Advisors, LLC | 0.20% | Reduce -60.0% | 7,310 | $611K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -1.5% | 7,285 | $609K |
| Colton Groome Financial Advisors, LLC | 0.24% | Reduce -14.3% | 7,236 | $605K |
| Clear Point Advisors Inc. | 0.50% | Reduce -1.1% | 7,209 | $602K |
| Keel Point, LLC | 0.06% | Reduce -0.3% | 7,197 | $602K |
| Bouchey Financial Group, Ltd. | 0.06% | No change | 7,157 | $598K |
| Quadrant Private Wealth Management, LLC | 0.15% | Reduce -29.2% | 7,102 | $594K |
| Requisite Capital Management, LLC | 0.13% | New | 7,091 | $593K |
| Richardson Financial Services Inc. | 0.42% | Reduce -17.2% | 7,074 | $591K |
| Exchange Bank | 0.48% | Reduce -1.4% | 7,000 | $585K |
| Financial Management Network Inc. | 0.15% | Reduce -5.1% | 7,118 | $583K |
| Waddell & Associates, LLC | 0.08% | Reduce -1.8% | 6,953 | $581K |
| Headinvest, LLC | 0.11% | No change | 6,947 | $581K |
| Everhart Financial Group, Inc. | 0.17% | Add +8.0% | 6,904 | $577K |
| Kickstand Ventures, Llc. | 0.16% | Reduce -50.3% | 6,746 | $564K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +43.3% | 6,744 | $564K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 6,706 | $560K |
| Panoramic Investment Advisors, LLC | 0.41% | Reduce -1.6% | 6,670 | $557K |
| J. W. Coons Advisors, LLC | 0.10% | Add +0.2% | 6,639 | $555K |
| Truepoint, Inc. | 0.02% | Add +112.5% | 6,583 | $550K |
| JT Stratford LLC | 0.11% | Reduce -1.4% | 6,582 | $550K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -26.6% | 6,573 | $549K |
| Vertex Planning Partners, LLC | 0.15% | Reduce -51.3% | 6,555 | $548K |
| Gratus Capital, LLC | 0.03% | New | 6,481 | $542K |
| Stonebridge Financial Planning Group, LLC | 0.29% | No change | 6,465 | $540K |
| CW Advisors, LLC | 0.01% | Add +2.0% | 6,462 | $540K |
| Patten Group, Inc. | 0.13% | Add +0.9% | 6,461 | $540K |
| New Hampshire Trust | 0.13% | No change | 6,423 | $537K |
| Wintrust Investments LLC | 0.05% | Reduce -41.8% | 6,408 | $536K |
| Mission Wealth Management, LP | 0.01% | Reduce -1.1% | 6,360 | $532K |
| SVB Wealth LLC | 0.01% | Reduce -38.1% | 6,360 | $532K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | No change | 6,356 | $531K |
| Regions Financial Corp. | 0.00% | Add +20.7% | 6,353 | $531K |
| Palo Alto Wealth Advisors, LLC | 0.37% | Reduce -9.1% | 6,347 | $530K |
| Belpointe Asset Management LLC | 0.04% | Add +6.3% | 6,323 | $529K |
| Horst & Graben Wealth Management LLC | 0.11% | Reduce -87.4% | 6,283 | $525K |
| Wedbush Securities Inc. | 0.02% | Reduce -27.5% | 6,273 | $524K |
| Fermata Advisors, LLC | 0.12% | Add +5.5% | 6,239 | $521K |
| Claro Advisors Inc. | 0.09% | Add +14.3% | 6,227 | $520K |
| CM Wealth Advisors LLC | 0.15% | New | 6,333 | $520K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 6,219 | $520K |
| Flagstar Securities, Inc. | 0.14% | Add +9.2% | 6,211 | $519K |
| Radnor Capital Management, LLC | 0.09% | No change | 6,211 | $519K |
| Ridgecrest Wealth Partners, LLC | 0.31% | Reduce -4.6% | 6,182 | $517K |
| Associated Banc-Corp | 0.02% | No change | 6,175 | $516K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -12.2% | 6,169 | $516K |
| Planning Directions Inc. | 0.36% | Reduce -2.5% | 6,150 | $514K |
| &partners | 0.07% | Reduce -14.4% | 6,137 | $513K |
| PFG Private Wealth Management, LLC | 0.32% | No change | 6,126 | $512K |
| LifeSteps Financial, Inc. | 0.39% | No change | 6,119 | $511K |
| LPF Advisors LLC | 0.51% | Reduce -7.6% | 6,117 | $511K |
| Cox Capital Mgt LLC | 0.31% | Add +5.4% | 6,109 | $511K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.7% | 6,080 | $508K |
| Gibson Capital, LLC | 0.11% | Reduce -1.9% | 6,080 | $508K |
| Sinecera Capital, LLC | 0.70% | Add +0.3% | 6,054 | $506K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -72.2% | 6,042 | $505K |
| Hilltop Holdings Inc. | 0.06% | Reduce -82.5% | 6,002 | $502K |
| Milestone Asset Management, LLC | 0.14% | Reduce -3.9% | 5,987 | $500K |
| Collective Family Office LLC | 0.16% | No change | 5,967 | $499K |
| Agate Pass Investment Management, LLC | 0.27% | No change | 5,964 | $499K |
| HBK Sorce Advisory LLC | 0.02% | Add +0.4% | 5,953 | $498K |
| Heck Capital Advisors, LLC | 0.08% | Add +0.1% | 5,942 | $497K |
| Granite Bay Wealth Management, LLC | 0.28% | Reduce -98.6% | 5,939 | $496K |
| Pinnacle Family Advisors, LLC | 0.26% | Reduce -20.6% | 5,920 | $495K |
| Wealthfront Advisers LLC | 0.00% | Reduce -12.9% | 5,919 | $495K |
| Buck Wealth Strategies, LLC | 0.17% | New | 5,908 | $494K |
| New Republic Capital, LLC | 0.31% | Reduce -7.2% | 5,892 | $492K |
| Avalon Trust Co | 0.04% | No change | 5,892 | $492K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -43.1% | 5,888 | $492K |
| Parthenon LLC | 0.06% | Reduce -1.5% | 5,874 | $491K |
| First Bank & Trust | 0.10% | New | 5,873 | $491K |
| Sfmg, LLC | 0.04% | No change | 5,838 | $488K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -15.4% | 5,816 | $486K |
| WealthShield Partners, LLC | 0.08% | Reduce -71.9% | 5,808 | $485K |
| OMNI 360 Wealth, Inc. | 0.40% | Reduce -29.8% | 5,774 | $483K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.7% | 5,699 | $476K |
| Gallacher Capital Management LLC | 0.24% | No change | 5,696 | $476K |
| GEM Asset Management, LLC | 0.32% | No change | 5,948 | $475K |
| Professional Financial Advisors, LLC | 0.14% | Add +0.4% | 5,671 | $474K |
| JFS Wealth Advisors, LLC | 0.04% | Add +44.3% | 5,647 | $472K |
| CAP Partners, LLC | 0.42% | Reduce -37.4% | 5,631 | $471K |
| Silverlake Wealth Management LLC | 0.24% | Reduce -26.2% | 5,629 | $470K |
| Concord Wealth Partners | 0.08% | Reduce -2.9% | 5,619 | $470K |
| Forte Asset Management LLC | 0.28% | No change | 5,574 | $466K |
| Smart Portfolios, LLC | 0.49% | Reduce -1.4% | 5,553 | $464K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -37.3% | 5,538 | $463K |
| Bison Wealth, LLC | 0.08% | Reduce -5.5% | 5,533 | $462K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -5.1% | 5,523 | $462K |
| Warner Financial, Inc. | 0.23% | No change | 5,501 | $460K |
| Pettyjohn, Wood & White, Inc. | 0.09% | No change | 5,492 | $459K |
| Phillips Wealth Planners LLC | 0.53% | Reduce -2.5% | 5,737 | $459K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -3.5% | 5,483 | $458K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -10.1% | 5,471 | $457K |
| Community Trust & Investment Co. | 0.03% | No change | 5,424 | $453K |
| Fifth Third Wealth Advisors LLC | 0.07% | Add +63.8% | 5,418 | $453K |
| Stokes Family Office, LLC | 0.06% | Reduce -92.4% | 5,411 | $452K |
| LCNB Corp. | 0.16% | Reduce -8.5% | 5,400 | $451K |
| Evermay Wealth Management LLC | 0.07% | Reduce -2.3% | 5,334 | $446K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -64.6% | 5,320 | $445K |
| Tsfg, LLC | 0.11% | Reduce -62.9% | 5,279 | $441K |
| Graypoint LLC | 0.03% | Reduce -25.2% | 5,275 | $441K |
| Beaumont Financial Advisors, LLC | 0.04% | Add +1.3% | 5,245 | $438K |
| Webster Bank, N. A. | 0.05% | Reduce -1.2% | 5,226 | $437K |
| Sage Capital Advisors,llc | 0.13% | Add +3.9% | 5,208 | $435K |
| M3 Advisory Group, LLC | 0.39% | New | 5,168 | $432K |
| Mendel Money Management | 0.20% | Add +1.0% | 5,144 | $430K |
| Independence Bank of Kentucky | 0.13% | Add +28.7% | 5,127 | $429K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.7% | 5,121 | $428K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -30.5% | 5,108 | $427K |
| Denver PWM, LLC | 0.17% | Reduce -0.0% | 5,196 | $427K |
| LM Advisors LLC | 0.07% | No change | 5,035 | $421K |
| Northwest Investment Counselors, LLC | 0.10% | No change | 5,005 | $418K |
| Shelton Capital Management | 0.01% | No change | 5,004 | $418K |
| Savant Capital, LLC | 0.00% | Reduce -10.7% | 5,003 | $418K |
| Crabel Capital Management, LLC | 0.36% | Reduce -45.9% | 5,000 | $418K |
| OneAscent Wealth Management LLC | 0.16% | Reduce -1.0% | 4,998 | $418K |
| Venture Visionary Partners LLC | 0.02% | Add +2.3% | 4,947 | $413K |
| Atlas Brown,Inc. | 0.15% | Add +29.5% | 4,940 | $413K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -7.4% | 4,941 | $408K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +26.8% | 4,883 | $408K |
| Connecticut Wealth Management, LLC | 0.02% | New | 4,881 | $408K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +23.2% | 4,861 | $406K |
| Two Sigma Securities, LLC | 0.02% | Add +5.2% | 4,762 | $398K |
| Tempus Wealth Planning, LLC | 0.17% | Reduce -8.7% | 4,748 | $397K |
| Latitude Advisors, LLC | 0.25% | Reduce -6.6% | 4,746 | $397K |
| SlateStone Wealth, LLC | 0.04% | Add +0.1% | 4,723 | $395K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 4,725 | $395K |
| Mma Asset Management LLC | 0.19% | No change | 4,806 | $395K |
| Arkfeld Wealth Strategies, L.L.C. | 0.21% | Add +13.2% | 4,806 | $392K |
| Ehrlich Financial Group | 0.33% | Reduce -77.5% | 4,686 | $392K |
| Trexquant Investment LP | 0.01% | New | 4,664 | $390K |
| W.H. Cornerstone Investments Inc. | 0.28% | Reduce -27.1% | 4,660 | $389K |
| Teamwork Financial Advisors, LLC | 0.06% | New | 4,600 | $384K |
| Sage Financial Group Inc. | 0.03% | Reduce -6.6% | 4,598 | $384K |
| Mosaic Financial Group, LLC | 0.30% | — | 4,550 | $380K |
| Arcadia Wealth Management, LLC | 0.23% | Reduce -1.2% | 4,530 | $379K |
| Financial Gravity Asset Management, Inc. | 0.11% | Reduce -98.5% | 4,843 | $378K |
| Talisman Wealth Advisors LLC | 0.47% | No change | 4,480 | $374K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -17.8% | 4,468 | $373K |
| Magnus Financial Group LLC | 0.04% | Reduce -19.6% | 4,459 | $373K |
| Wesbanco Bank Inc. | 0.01% | Reduce -6.4% | 4,456 | $372K |
| Gateway Advisory, LLC | 0.07% | Reduce -47.5% | 4,433 | $371K |
| MKT Advisors LLC | 0.20% | Reduce -28.3% | 4,503 | $367K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -27.8% | 4,384 | $366K |
| Empower Advisory Group, LLC | 0.00% | Add +64.8% | 4,362 | $365K |
| Wealth Quarterback LLC | 0.20% | Reduce -0.2% | 4,346 | $363K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -14.7% | 4,344 | $363K |
| CVA Family Office, LLC | 0.06% | Add +20.1% | 4,336 | $362K |
| Founders Financial Alliance, LLC | 0.11% | Add +2.4% | 4,320 | $361K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -10.4% | 4,318 | $361K |
| Skyline Advisors, Inc. | 0.16% | Reduce -6.7% | 4,293 | $359K |
| Legacy Trust | 0.09% | No change | 4,265 | $356K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -9.5% | 4,252 | $355K |
| Lodestone Wealth Management LLC | 0.19% | Add +0.2% | 4,246 | $355K |
| Trust Co. of Vermont | 0.02% | Add +0.2% | 4,240 | $354K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -9.5% | 4,216 | $352K |
| Beacon Financial Group | 0.04% | Reduce -83.4% | 4,208 | $352K |
| FineMark National Bank & Trust | 0.01% | Reduce -42.4% | 4,193 | $350K |
| MTM Financial Group, LLC | 0.23% | Add +12.7% | 4,159 | $348K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 4,150 | $347K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 4,142 | $346K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -1.6% | 4,125 | $345K |
| Grove Bank & Trust | 0.06% | Add +2.6% | 4,106 | $343K |
| Watts Gwilliam & Co., LLC | 0.11% | — | 4,123 | $342K |
| Triton Financial Group Inc | 0.24% | No change | 4,074 | $341K |
| Archer Investment Corp | 0.10% | Reduce -8.6% | 4,032 | $337K |
| Shared Vision Wealth Group LLC | 0.21% | Reduce -61.4% | 4,024 | $336K |
| Sage Advisory Services, Ltd.Co. | 0.09% | Reduce -97.5% | 4,012 | $335K |
| Symphony Financial, Ltd. Co. | 0.08% | Reduce -19.4% | 3,993 | $334K |
| Fca Corp. | 0.11% | Add +0.1% | 3,992 | $334K |
| Quantbot Technologies LP | 0.02% | Reduce -63.6% | 3,986 | $333K |
| Sierra Capital LLC | 0.04% | Reduce -12.6% | 3,969 | $332K |
| Merriman Wealth Management, LLC | 0.01% | Add +1.7% | 3,925 | $328K |
| Shayne & Jacobs, LLC | 0.09% | Reduce -3.0% | 3,920 | $328K |
| Uptick Partners, LLC | 0.25% | Reduce -5.8% | 3,912 | $327K |
| Southern Capital Advisors, LLC | 0.20% | Reduce -7.1% | 3,906 | $326K |
| Bourgeon Capital Management LLC | 0.06% | New | 3,900 | $326K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -1.3% | 3,900 | $326K |
| Balentine LLC | 0.01% | Reduce -92.5% | 3,885 | $325K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -14.2% | 3,885 | $325K |
| HTLF Bank | 0.04% | Add +9.8% | 3,871 | $324K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -41.3% | 3,853 | $322K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | Reduce -5.0% | 3,848 | $322K |
| Rowlandmiller & Partners.adv | 0.07% | No change | 3,832 | $320K |
| Tocqueville Asset Management L.P. | 0.01% | Reduce -1.5% | 3,804 | $318K |
| Secure Asset Management, LLC | 0.07% | Reduce -6.7% | 3,791 | $317K |
| Rothschild Wealth LLC | 0.11% | — | 3,789 | $317K |
| Aspire Private Capital, LLC | 0.08% | Reduce -12.2% | 3,776 | $316K |
| GenTrust, LLC | 0.02% | Reduce -10.7% | 3,774 | $315K |
| Ledyard National Bank | 0.03% | Reduce -0.3% | 3,769 | $315K |
| Clearview Wealth Advisors LLC | 0.32% | Reduce -34.2% | 3,740 | $313K |
| Parsons Capital Management Inc. | 0.02% | No change | 3,737 | $312K |
| BSW Wealth Partners | 0.05% | New | 3,727 | $312K |
| Colonial Trust Co / SC | 0.06% | No change | 3,706 | $310K |
| Cutter & CO Brokerage, Inc. | 0.08% | Add +28.1% | 3,703 | $310K |
| LexAurum Advisors, LLC | 0.08% | Reduce -33.2% | 3,698 | $309K |
| Morningstar Investment Services LLC | 0.00% | Reduce -66.1% | 3,700 | $308K |
| TFB Advisors LLC | 0.11% | New | 3,833 | $308K |
| Trademark Financial Management, LLC | 0.25% | Reduce -11.6% | 3,666 | $306K |
| Ballentine Partners, LLC | 0.01% | New | 3,662 | $306K |
| Register Financial Advisors LLC | 0.16% | Reduce -8.6% | 3,659 | $306K |
| Pacific Sun Financial Corp | 0.18% | Add +1.8% | 3,637 | $304K |
| Mountain Capital Investment Advisors Inc. | 0.08% | Reduce -1.8% | 3,647 | $300K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -14.1% | 3,589 | $300K |
| Clarity Financial LLC | 0.05% | Add +1.0% | 3,587 | $300K |
| Westside Investment Management, Inc. | 0.07% | Reduce -51.7% | 3,585 | $300K |
| InTrack Investment Management Inc | 0.22% | Reduce -7.7% | 3,585 | $300K |
| Astoria Portfolio Advisors LLC. | 0.12% | Reduce -0.8% | 3,742 | $299K |
| Front Row Advisors LLC | 0.11% | Add +3.5% | 3,578 | $299K |
| Cadence Bank | 0.02% | Reduce -18.7% | 3,554 | $297K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -17.8% | 3,538 | $296K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -4.7% | 3,530 | $295K |
| Private Portfolio Partners LLC | 0.06% | No change | 3,527 | $295K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -46.8% | 3,630 | $294K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Add +1.7% | 3,512 | $294K |
| QRG Capital Management, Inc. | 0.00% | New | 3,482 | $291K |
| Destination Wealth Management | 0.01% | No change | 3,474 | $290K |
| Orion Capital Management LLC | 0.15% | Reduce -55.9% | 3,464 | $290K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -57.3% | 3,447 | $288K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -32.8% | 3,432 | $287K |
| Rockwood Wealth Management, LLC | 0.04% | No change | 3,416 | $286K |
| Wealth Alliance, LLC | 0.04% | Reduce -87.5% | 3,406 | $285K |
| Rockport Wealth LLC | 0.19% | — | 3,390 | $283K |
| JSF Financial, LLC | 0.09% | Reduce -1.5% | 3,389 | $283K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -9.6% | 3,346 | $280K |
| Erickson Financial Group, LLC | 0.22% | No change | 3,317 | $277K |
| New World Advisors LLC | 0.08% | New | 3,317 | $277K |
| Horan Securities, Inc. | 0.13% | Add +14.5% | 3,304 | $276K |
| Derbend Asset Management | 0.14% | Reduce -3.5% | 3,278 | $274K |
| Successful Portfolios LLC | 0.19% | Reduce -2.3% | 3,257 | $272K |
| Solidarity Wealth, LLC | 0.08% | No change | 3,235 | $270K |
| Patten & Patten Inc. | 0.02% | No change | 3,220 | $269K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -0.2% | 3,226 | $269K |
| Sandbox Financial Partners, LLC | 0.11% | Add +3.1% | 3,211 | $268K |
| Burns J W & Co. Inc. | 0.04% | No change | 3,200 | $267K |
| Waldron Private Wealth LLC | 0.01% | New | 3,197 | $267K |
| Integrity Financial Corp | 0.18% | Reduce -20.8% | 3,193 | $267K |
| Appleton Partners Inc. | 0.02% | Reduce -36.1% | 3,178 | $266K |
| Synovus Financial Corp. | 0.00% | Add +12.1% | 3,177 | $266K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 3,179 | $266K |
| WESCAP Management Group, Inc. | 0.08% | No change | 3,163 | $264K |
| Flputnam Investment Management Co. | 0.01% | Add +20.7% | 3,156 | $264K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -9.1% | 3,147 | $263K |
| Prairie Wealth Advisors, Inc. | 0.12% | — | 3,135 | $262K |
| Worth Financial Advisory Group, LLC | 0.18% | Reduce -7.7% | 3,121 | $261K |
| Perissos Private Wealth Management, LLC | 0.24% | — | 3,115 | $260K |
| WR Wealth Planners, LLC | 0.08% | Reduce -68.1% | 3,108 | $260K |
| Emergent Wealth Advisors, LLC | 0.22% | Reduce -68.5% | 3,101 | $259K |
| KCM Investment Advisors LLC | 0.01% | Reduce -2.5% | 3,100 | $259K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Reduce -3.8% | 3,097 | $259K |
| Lantz Financial LLC | 0.08% | Reduce -73.4% | 3,086 | $258K |
| Fluent Financial, LLC | 0.14% | No change | 3,084 | $258K |
| Castle Wealth Management LLC | 0.13% | Reduce -9.8% | 3,077 | $257K |
| True Vision MN LLC | 0.18% | Reduce -51.2% | 3,172 | $257K |
| Aire Advisors, LLC | 0.06% | Add +0.1% | 3,059 | $256K |
| S&T Bank | 0.05% | Reduce -9.8% | 3,044 | $254K |
| Vicus Capital | 0.02% | Reduce -6.5% | 3,022 | $253K |
| Rain Capital Management, LLC | 0.17% | Reduce -3.5% | 3,013 | $252K |
| First National Trust Co | 0.01% | Reduce -23.2% | 2,984 | $249K |
| Xcel Wealth Management, LLC | 0.08% | New | 2,981 | $249K |
| Carl P. Sherr & Co., LLC | 0.14% | No change | 2,966 | $248K |
| Insight Advisors, LLC/ PA | 0.05% | Add +0.3% | 2,961 | $248K |
| Vision Capital Management, Inc. | 0.04% | No change | 2,908 | $243K |
| Cypress Capital Group | 0.03% | Reduce -3.3% | 2,905 | $243K |
| Twin Peaks Wealth Advisors, LLC | 0.13% | Reduce -34.5% | 2,901 | $242K |
| Kingdom Financial Group LLC. | 0.17% | Add +4.5% | 2,901 | $242K |
| Essex Bank | 0.07% | No change | 3,107 | $242K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -1.8% | 2,897 | $242K |
| Independent Wealth Network Inc. | 0.11% | Reduce -32.2% | 2,892 | $242K |
| Betterment LLC | 0.00% | Reduce -39.6% | 2,876 | $240K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -46.6% | 2,844 | $238K |
| Aspire Wealth Management Corp | 0.14% | Reduce -66.1% | 2,823 | $236K |
| Proficio Capital Partners LLC | 0.03% | No change | 2,800 | $234K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -6.2% | 2,770 | $231K |
| Boston Trust Walden Corp | 0.00% | No change | 2,767 | $231K |
| MTM Investment Management, LLC | 0.10% | No change | 2,764 | $231K |
| Regent Peak Wealth Advisors LLC | 0.06% | No change | 2,742 | $229K |
| NCM Capital Management, LLC | 0.13% | Reduce -12.8% | 2,727 | $228K |
| JB Capital LLC | 0.02% | Reduce -97.9% | 2,718 | $227K |
| Optimist Retirement Group LLC | 0.12% | No change | 2,712 | $227K |
| Midwest Heritage Bank, FSB | 0.12% | Reduce -24.4% | 2,706 | $226K |
| Opes Wealth Management LLC | 0.05% | Add +0.3% | 2,689 | $225K |
| Willner & Heller, LLC | 0.22% | Add +0.5% | 2,687 | $225K |
| Harbour Capital Advisors, LLC | 0.06% | No change | 2,700 | $224K |
| Main Street Financial Solutions, LLC | 0.02% | Add +3.3% | 2,673 | $223K |
| Private Client Services, LLC | 0.15% | Reduce -8.3% | 2,664 | $223K |
| MSH Capital Advisors LLC | 0.08% | Add +0.7% | 2,650 | $221K |
| WJ Wealth Management, LLC | 0.09% | No change | 2,642 | $221K |
| SpiderRock Advisors, LLC | 0.01% | — | 2,667 | $220K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,607 | $218K |
| BlueCrest Capital Management Ltd | 0.11% | Add +0.3% | 2,600 | $217K |
| Modera Wealth Management, LLC | 0.00% | New | 2,596 | $217K |
| Lion Street Advisors, LLC | 0.09% | No change | 2,779 | $217K |
| Patton Fund Management, Inc. | 0.04% | No change | 2,593 | $217K |
| WMS Partners, LLC | 0.01% | No change | 2,586 | $216K |
| HBW Advisory Services LLC | 0.04% | No change | 2,773 | $216K |
| Courier Capital LLC | 0.02% | No change | 2,570 | $215K |
| Regimen Wealth, LLC | 0.07% | New | 2,567 | $215K |
| Concord Asset Management, LLC | 0.06% | No change | 2,566 | $214K |
| Clarity Capital Advisors, LLC | 0.17% | New | 2,523 | $211K |
| Gilman Hill Asset Management, LLC | 0.04% | New | 2,510 | $210K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -11.9% | 2,507 | $210K |
| Ameliora Wealth Management Ltd. | 0.09% | No change | 2,500 | $209K |
| LVZ, Inc. | 0.03% | New | 2,494 | $208K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -2.5% | 2,544 | $207K |
| Weatherly Asset Management L. P. | 0.02% | Reduce -22.4% | 2,466 | $206K |
| World Equity Group, Inc. | 0.04% | Reduce -42.6% | 2,457 | $205K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 2,442 | $204K |
| Shira Ridge Wealth Management | 0.12% | Reduce -45.8% | 2,436 | $204K |
| Salomon & Ludwin, LLC | 0.02% | No change | 2,431 | $203K |
| Gryphon Financial Partners LLC | 0.03% | Reduce -11.2% | 2,429 | $203K |
| Steel Grove Capital Advisors, LLC | 0.03% | New | 2,414 | $202K |
| Hengehold Capital Management LLC | 0.02% | New | 2,405 | $201K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -22.4% | 2,469 | $201K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 2,400 | $201K |
| WASHINGTON TRUST Co | 0.01% | No change | 2,369 | $198K |
| Bokf, NA | 0.00% | Reduce -0.8% | 2,375 | $198K |
| Beacon Capital Management, LLC | 0.04% | Reduce -24.5% | 2,306 | $193K |
| Tortoise Investment Management, LLC | 0.02% | No change | 2,283 | $191K |
| Benjamin Edwards Inc. | 0.04% | Add +5.1% | 2,224 | $186K |
| Semmax Financial Advisors Inc. | 0.06% | Reduce -22.9% | 2,242 | $186K |
| Continuum Advisory, LLC | 0.03% | Reduce -60.0% | 2,232 | $184K |
| Future Financial Wealth Managment LLC | 0.14% | New | 2,198 | $184K |
| Providence Capital Advisors, LLC | 0.04% | Reduce -21.3% | 2,184 | $183K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 2,183 | $182K |
| Key Financial Inc | 0.04% | Reduce -8.3% | 2,104 | $176K |
| Smithfield Trust Co | 0.01% | No change | 2,073 | $173K |
| Global Wealth Strategies & Associates | 0.06% | Reduce -20.1% | 2,041 | $171K |
| Hazlett, Burt & Watson, Inc. | 0.10% | Add +0.3% | 2,007 | $168K |
| Salem Investment Counselors Inc. | 0.01% | Add +30.5% | 1,953 | $163K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -6.2% | 1,892 | $158K |
| Anchor Investment Management, LLC | 0.02% | No change | 1,867 | $156K |
| Caldwell Trust Co | 0.02% | Add +37.4% | 1,836 | $153K |
| NBT Bank, N.A. | 0.01% | Reduce -8.0% | 1,742 | $148K |
| GAMMA Investing LLC | 0.03% | No change | 1,679 | $140K |
| LGT Financial Advisors LLC | 0.16% | Add +2.7% | 1,678 | $140K |
| Stephens Consulting, LLC | 0.04% | Add +0.1% | 1,646 | $138K |
| Creative Financial Designs Inc. | 0.01% | Reduce -60.6% | 1,624 | $136K |
| Ogorek Anthony Joseph /NY/ | 0.05% | Reduce -3.0% | 1,609 | $134K |
| Sound Income Strategies, LLC | 0.01% | Add +23.6% | 1,566 | $131K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 1,552 | $130K |
| Blue Trust, Inc. | 0.00% | Reduce -97.8% | 1,492 | $125K |
| Delta Asset Management LLC | 0.01% | No change | 1,488 | $124K |
| Retirement Group, LLC | 0.04% | Add +0.3% | 1,487 | $124K |
| Syntax Research, Inc. | 0.09% | No change | 1,475 | $123K |
| Goodwin Investment Advisory | 0.06% | New | 1,451 | $121K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -32.3% | 1,440 | $120K |
| Wolff Wiese Magana LLC | 0.10% | No change | 1,430 | $120K |
| St Germain D J Co. Inc. | 0.01% | Reduce -1.9% | 1,336 | $112K |
| Harbor Investment Advisory, LLC | 0.01% | Add +1.0% | 1,309 | $109K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -5.0% | 1,308 | $109K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 1,300 | $109K |
| Coston, McIsaac & Partners | 0.03% | No change | 1,293 | $108K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +441.4% | 1,267 | $106K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.05% | No change | 1,204 | $101K |
| Main Street Group, LTD | 0.05% | No change | 1,186 | $99K |
| Signature Resources Capital Management, LLC | 0.09% | No change | 1,259 | $98K |
| Bfsg, LLC | 0.01% | Reduce -32.9% | 1,150 | $96K |
| Angeles Wealth Management, LLC | 0.01% | No change | 1,126 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -39.3% | 1,167 | $94K |
| Global Trust Asset Management, LLC | 0.04% | Add +217.4% | 1,095 | $92K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,089 | $91K |
| American Capital Advisory, LLC | 0.08% | Add +1824.6% | 1,251 | $91K |
| Macroview Investment Management LLC | 0.10% | Add +0.5% | 1,084 | $91K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 1,028 | $86K |
| Larson Financial Group LLC | 0.01% | No change | 1,025 | $86K |
| Bangor Savings Bank | 0.01% | Add +5.2% | 1,007 | $84K |
| Cassady Schiller Wealth Management, LLC | 0.04% | No change | 996 | $83K |
| Oakworth Capital, Inc. | 0.01% | Reduce -32.9% | 969 | $81K |
| Woodmont Investment Counsel LLC | 0.01% | New | 966 | $81K |
| Global Assets Advisory, LLC | 0.05% | New | 965 | $80K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 946 | $79K |
| JNBA Financial Advisors | 0.01% | No change | 850 | $71K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 834 | $70K |
| Indiana Trust & Investment Management Co | 0.03% | Add +377.1% | 811 | $68K |
| Financial Perspectives, Inc | 0.03% | Add +50.2% | 808 | $67K |
| Laurel Wealth Advisors LLC | 0.01% | New | 797 | $67K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Reduce -15.5% | 763 | $64K |
| Scarborough Advisors, LLC | 0.03% | Reduce -83.3% | 760 | $64K |
| Tidemark, LLC | 0.04% | Reduce -46.6% | 760 | $64K |
| Lindbrook Capital, LLC | 0.01% | Reduce -55.3% | 749 | $63K |
| Union Savings Bank | 0.03% | No change | 740 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 704 | $59K |
| Compass Wealth Management LLC | 0.01% | No change | 700 | $59K |
| Balefire, LLC | 0.02% | Reduce -24.8% | 684 | $57K |
| Sandy Spring Bank | 0.00% | Reduce -8.0% | 675 | $56K |
| Castleview Partners, LLC | 0.03% | Add +34.2% | 647 | $54K |
| Vima LLC | 0.06% | Reduce -0.8% | 739 | $54K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -6.5% | 629 | $53K |
| ESL Trust Services, LLC | 0.01% | New | 614 | $51K |
| Aspect Partners, LLC | 0.04% | No change | 604 | $50K |
| Studio Investment Management LLC | 0.01% | New | 557 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -18.1% | 529 | $44K |
| Element Wealth, LLC | 0.03% | No change | 524 | $44K |
| Citizens National Bank Trust Department | 0.01% | No change | 500 | $42K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 497 | $42K |
| Naples Money Management LLC | 0.04% | New | 491 | $41K |
| Financial Freedom, LLC | 0.02% | Add +0.4% | 478 | $40K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -64.2% | 465 | $38K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 450 | $38K |
| Valley National Advisers Inc. | 0.01% | No change | 454 | $37K |
| Dogwood Wealth Management LLC | 0.02% | No change | 433 | $36K |
| Clear Investment Research, LLC | 0.05% | Add +17.8% | 430 | $36K |
| M&R Capital Management Inc. | 0.01% | No change | 430 | $36K |
| Luken Investment Analytics, LLC | 0.02% | No change | 425 | $36K |
| Impact Partnership Wealth, LLC | 0.01% | Reduce -96.3% | 413 | $35K |
| Eagle Bay Advisors LLC | 0.02% | No change | 400 | $33K |
| First Personal Financial Services | 0.01% | No change | 400 | $33K |
| SJS Investment Consulting Inc. | 0.01% | New | 387 | $32K |
| JDM Financial Group LLC | 0.02% | No change | 383 | $32K |
| Missouri Trust & Investment Co | 0.01% | No change | 373 | $31K |
| DT Investment Partners, LLC | 0.00% | New | 358 | $30K |
| Arlington Trust Co LLC | 0.01% | Reduce -0.3% | 339 | $28K |
| NFSG Corp | 0.01% | Reduce -20.6% | 339 | $28K |
| Horrell Capital Management, Inc. | 0.01% | No change | 340 | $28K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 329 | $27K |
| Keener Financial Planning LLC | 0.02% | Reduce -5.4% | 314 | $27K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.9% | 300 | $25K |
| MCF Advisors LLC | 0.00% | Add +0.3% | 300 | $25K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -76.3% | 290 | $24K |
| McIlrath & Eck, LLC | 0.00% | No change | 274 | $23K |
| Global Financial Private Client, LLC | 0.01% | Reduce -23.4% | 271 | $23K |
| Fairman Group, LLC | 0.02% | No change | 265 | $22K |
| Highline Wealth Partners LLC | 0.01% | Reduce -1.1% | 265 | $22K |
| Natixis | 0.00% | No change | 261 | $22K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -76.5% | 260 | $22K |
| Quent Capital, LLC | 0.00% | Reduce -97.4% | 259 | $22K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 247 | $21K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -21.9% | 225 | $19K |
| Kozak & Associates, Inc. | 0.01% | New | 223 | $19K |
| Acima Private Wealth, LLC | 0.01% | No change | 220 | $18K |
| Sittner & Nelson, LLC | 0.01% | New | 216 | $18K |
| Caitlin John, LLC | 0.01% | No change | 189 | $16K |
| First Manhattan Co. Llc. | 0.00% | No change | 188 | $16K |
| Albion Financial Group | 0.00% | New | 185 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 184 | $15K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.3% | 179 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -90.7% | 172 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 171 | $14K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 170 | $14K |
| Avion Wealth | 0.00% | No change | 161 | $14K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -96.2% | 158 | $13K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 156 | $13K |
| SYM FINANCIAL Corp | 0.00% | Reduce -70.0% | 146 | $12K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -78.3% | 144 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 143 | $12K |
| CGC Financial Services, LLC | 0.01% | No change | 135 | $11K |
| Realta Investment Advisors | 0.00% | New | 133 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +176.6% | 130 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Add +11.6% | 125 | $10K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 114 | $9K |
| PFS Partners, LLC | 0.01% | Add +0.9% | 109 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 98 | $8K |
| Western Pacific Wealth Management, LP | 0.01% | Reduce -92.2% | 97 | $8K |
| Family Asset Management, LLC | 0.00% | No change | 88 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 88 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -48.2% | 73 | $7K |
| EPG Wealth Management LLC | 0.00% | Reduce -33.6% | 83 | $7K |
| Tucker Asset Management LLC | 0.00% | No change | 83 | $7K |
| City State Bank | 0.00% | New | 71 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -87.4% | 71 | $6K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 71 | $6K |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -99.4% | 64 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 61 | $5K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -59.7% | 60 | $5K |
| Planning Capital Management Corp | 0.00% | New | 54 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 50 | $4K |
| Northwest Capital Management Inc | 0.00% | No change | 43 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 43 | $4K |
| Investors Research Corp | 0.00% | No change | 41 | $3K |
| First United Bank & Trust | 0.00% | No change | 40 | $3K |
| Motco | 0.00% | Reduce -28.3% | 38 | $3K |
| Howe & Rusling Inc. | 0.00% | Reduce -98.4% | 34 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -96.6% | 27 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 17 | $1K |
| Macquarie Group Ltd. | 0.00% | Reduce -79.7% | 12,707 | $1K |
| First Pacific Financial | 0.00% | Reduce -72.7% | 9 | $753 |
| Phillips Financial Management, LLC | 0.00% | Reduce -63.6% | 8 | $672 |
| Russell Investments Group, Ltd. | 0.00% | No change | 7 | $585 |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 4 | $334 |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1 | $80 |
| Gradient Investments LLC | 0.00% | Reduce -97.5% | 1 | $70 |
| HBC Financial Services, PLLC | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is USMV's weight in each manager's 13F, not the share of iShares MSCI USA Min Vol Fac the manager owns.